iShares MSCI USA Min Vol FacUSMVETF
13F holders, Q2 2024 (June 30)1,166holders −4
65new positions
85sold out
6famous investors
$84.01avg. 13F price*
At the end of Q2 2024, 1,166 institutions reported holding iShares MSCI USA Min Vol Fac (USMV) in their 13F filings, down 4 from Q1 2024. 65 opened new positions and 85 sold out. The largest holders were Morgan Stanley ($1.8B), Raymond James & Associates ($1.4B) and Bank of America Corp. ($1.3B). 6 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- iShares MSCI USA Min Vol Fac
- CUSIP
- 46429B697
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 65 | $64.8M |
| Exits | 85 | $126.3M |
All 13F filers, Q1 2024 → Q2 2024: 10,444,385 shares bought and 17,423,014 shares sold, net −6,978,629 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,166 holders
| Morgan Stanley | 0.14% | Reduce -5.6% | 21,254,164 | $1.8B |
| Raymond James & Associates | 0.89% | Add +0.9% | 16,095,735 | $1.4B |
| Bank of America Corp. | 0.13% | Reduce -7.6% | 15,982,557 | $1.3B |
| FMR LLC | 0.08% | Reduce -15.5% | 14,529,718 | $1.2B |
| PNC Financial Services Group, Inc. | 0.55% | Add +3.2% | 9,813,060 | $823.9M |
| Captrust Financial Advisors | 1.62% | Add +162.1% | 5,999,626 | $503.7M |
| JPMorgan Chase & Co. | 0.04% | Add +39.9% | 5,704,176 | $478.9M |
| BlackRock Inc. | 0.01% | Reduce -5.5% | 5,221,417 | $438.4M |
| LPL Financial LLC | 0.21% | Reduce -7.4% | 5,011,209 | $420.7M |
| Envestnet Asset Management Inc. | 0.15% | Reduce -22.2% | 4,969,649 | $417.3M |
| Alaska Permanent Fund Corp | 6.16% | Add +21.0% | 4,777,954 | $415.9M |
| Raymond James Financial Services Advisors, Inc. | 0.51% | Reduce -4.3% | 4,243,164 | $356.3M |
| UBS Group AG | 0.10% | Reduce -3.6% | 3,917,965 | $329.0M |
| Wells Fargo & Company | 0.08% | Reduce -4.6% | 3,845,811 | $322.9M |
| Millburn Ridgefield LLC | 8.19% | Add +5.2% | 3,658,707 | $307.2M |
| Catalyst Capital Advisors LLC | 7.09% | Add +5.2% | 3,658,707 | $307.2M |
| Wealth Enhancement Advisory Services, LLC | 0.64% | Add +1.0% | 3,202,043 | $268.8M |
| Ameriprise Financial Inc. | 0.06% | Reduce -2.4% | 2,556,664 | $214.8M |
| Commonwealth Equity Services, LLC | 0.31% | Reduce -4.1% | 2,321,233 | $194.9M |
| Mercer Global Advisors Inc. | 0.50% | Reduce -23.3% | 2,165,164 | $181.8M |
| Cerity Partners LLC | 0.48% | Add +1.1% | 2,116,911 | $177.7M |
| Northwestern Mutual Wealth Management Co. | 0.17% | Reduce -19.8% | 2,105,760 | $176.8M |
| Cetera Investment Advisers | 0.36% | Reduce -2.7% | 1,844,525 | $154.9M |
| Royal Bank of Canada | 0.04% | Reduce -5.2% | 1,746,225 | $146.6M |
| Assetmark, Inc. | 0.41% | Add +1.4% | 1,594,269 | $133.9M |
| Cambridge Investment Research Advisors, Inc. | 0.46% | Add +19.8% | 1,485,830 | $124.8M |
| US Bancorp \de | 0.16% | Add +3.5% | 1,417,297 | $119.0M |
| Sei Investments Co. | 0.15% | Reduce -2.1% | 1,278,816 | $107.4M |
| Mariner, LLC | 0.20% | Reduce -4.8% | 1,207,187 | $101.4M |
| Securian Asset Management, Inc. | 2.89% | Reduce -4.3% | 1,178,962 | $99.0M |
| Focus Partners Wealth | 0.31% | Add +18.1% | 1,104,865 | $92.8M |
| Financial Advisors, LLC | 18.76% | Add +0.5% | 1,092,633 | $91.7M |
| Brookstone Capital Management | 1.48% | Reduce -5.8% | 1,025,663 | $89.0M |
| Johnson Investment Counsel Inc. | 0.92% | Reduce -0.7% | 1,044,279 | $87.7M |
| Dynasty Wealth Management, LLC | 2.55% | Add +3.8% | 1,031,409 | $86.6M |
| Bank of New York Mellon Corp | 0.02% | Reduce -8.8% | 1,002,069 | $84.1M |
| Osaic Holdings, Inc. | 0.20% | Reduce -12.8% | 995,273 | $83.6M |
| Quotient Wealth Partners, LLC | 2.90% | Add +4.8% | 985,076 | $82.7M |
| Horizon Investments, LLC | 1.99% | Reduce -3.6% | 855,368 | $71.8M |
| Symmetry Partners, LLC | 3.32% | Add +75.6% | 769,232 | $64.6M |
| HighTower Advisors, LLC | 0.10% | Reduce -0.4% | 747,264 | $62.7M |
| MML Investors Services, LLC | 0.23% | Reduce -11.5% | 667,152 | $56.0M |
| Cwm, LLC | 0.26% | Reduce -39.7% | 658,139 | $55.3M |
| Barclays PLC | 0.03% | Add +1.5% | 648,274 | $54.4M |
| Integrated Wealth Concepts LLC | 0.68% | Reduce -32.0% | 590,663 | $49.6M |
| Janney Montgomery Scott LLC | 0.15% | Reduce -4.1% | 589,371 | $49.5M |
| Private Advisor Group, LLC | 0.32% | Reduce -8.3% | 569,176 | $47.8M |
| Qube Research & Technologies Ltd | 0.09% | Add +8.4% | 554,229 | $46.5M |
| Capstone Investment Advisors, LLC | 2.07% | Reduce -36.5% | 547,018 | $45.9M |
| Geneos Wealth Management Inc. | 2.03% | Add +4.7% | 545,903 | $45.8M |
| Steward Partners Investment Advisory, LLC | 0.48% | Reduce -0.3% | 539,211 | $45.3M |
| Fragasso Financial Advisors Inc | 3.63% | Reduce -4.4% | 524,565 | $44.0M |
| ARS Wealth Advisors Group, LLC | 5.66% | Reduce -0.1% | 519,610 | $43.6M |
| HSBC Holdings PLC | 0.03% | No change | 500,000 | $42.1M |
| NewEdge Advisors, LLC | 0.30% | Add +21.1% | 498,951 | $41.9M |
| Glenmede Trust Co. NA | 0.20% | Add +0.0% | 458,956 | $38.5M |
| Stifel Financial Corp. | 0.04% | Reduce -2.6% | 409,309 | $34.4M |
| Keybank National Association | 0.14% | Reduce -4.8% | 404,150 | $33.9M |
| Carrera Capital Advisors | 10.83% | — | 394,809 | $33.1M |
| Klingman & Associates, LLC | 2.21% | Reduce -1.4% | 388,341 | $32.6M |
| Equitable Holdings, Inc. | 0.34% | Add +2.3% | 380,164 | $31.9M |
| Halpern Financial, Inc. | 8.64% | Reduce -1.2% | 374,389 | $31.4M |
| Allianz Asset Management GmbH | 0.05% | Reduce -29.7% | 364,017 | $30.6M |
| Kestra Advisory Services, LLC | 0.16% | Add +5.0% | 342,847 | $28.8M |
| High Probability Advisors, LLC | 5.18% | Reduce -3.5% | 340,361 | $28.6M |
| GDS Wealth Management | 3.10% | Reduce -2.7% | 336,900 | $28.3M |
| Truist Financial Corp. | 0.04% | Reduce -13.3% | 328,868 | $27.6M |
| Facet Wealth, Inc. | 0.84% | Add +10.4% | 316,357 | $27.5M |
| Citigroup Inc. | 0.03% | Add +1.5% | 325,633 | $27.3M |
| NorthCoast Asset Management LLC | 0.23% | Reduce -4.6% | 321,201 | $27.0M |
| Atria Wealth Solutions, Inc. | 0.30% | Reduce -3.1% | 317,266 | $26.6M |
| Apella Capital, LLC | 1.18% | Add +1.6% | 314,231 | $26.4M |
| Alliancebernstein L.P. | 0.01% | Reduce -3.5% | 311,758 | $26.2M |
| Insight Wealth Strategies, LLC | 3.68% | Add +4.2% | 307,893 | $25.9M |
| Stratos Wealth Partners, LTD. | 0.42% | Reduce -7.9% | 307,802 | $25.8M |
| OneDigital Investment Advisors LLC | 0.32% | Add +25.9% | 304,963 | $25.6M |
| Choreo, LLC | 0.43% | Add +5.7% | 304,999 | $25.5M |
| Sovereign Investment Advisors, LLC | 9.42% | Add +0.7% | 323,837 | $25.3M |
| Trilogy Capital Inc. | 1.36% | Add +35.0% | 297,602 | $25.0M |
| Rakuten Investment Management, Inc. | 0.16% | Reduce -10.8% | 296,603 | $24.9M |
| Allianz SE | 0.71% | No change | 288,295 | $24.2M |
| Citizens Financial Group Inc. | 0.53% | Reduce -0.4% | 282,721 | $23.7M |
| Rehmann Capital Advisory Group | 1.68% | Add +0.6% | 280,091 | $23.5M |
| MA Private Wealth | 4.58% | Add +0.5% | 275,741 | $23.2M |
| Capital Advisors, Ltd. LLC | 2.86% | Reduce -1.3% | 262,726 | $22.1M |
| MV Capital Management, Inc. | 2.47% | Reduce -4.0% | 261,746 | $22.0M |
| Cornerstone Wealth Management, LLC | 1.67% | Reduce -0.4% | 258,639 | $21.7M |
| Executive Wealth Management, LLC | 3.97% | Reduce -5.2% | 258,044 | $21.7M |
| Lineweaver Wealth Advisors, LLC | 4.44% | Reduce -1.7% | 254,908 | $21.4M |
| Bank of Montreal | 0.01% | Add +572.4% | 250,380 | $21.1M |
| Beacon Pointe Advisors, LLC | 0.25% | Reduce -3.3% | 249,534 | $21.0M |
| Teilinger Capital Ltd. | 9.64% | Reduce -49.8% | 241,000 | $20.2M |
| Envestnet Portfolio Solutions, Inc. | 0.07% | Reduce -32.3% | 240,547 | $20.2M |
| Journey Advisory Group, LLC | 2.39% | Add +3.1% | 238,304 | $20.0M |
| Cassia Capital Partners, LLC | 13.19% | Add +0.8% | 238,264 | $20.0M |
| Raymond James Trust N.A. | 0.47% | Add +4.2% | 237,035 | $19.9M |
| Avantax Advisory Services, Inc. | 0.14% | Reduce -5.0% | 234,096 | $19.7M |
| Thrivent Financial for Lutherans | 0.04% | Add +0.8% | 232,184 | $19.5M |
| Lowe Wealth Advisors, LLC | 8.86% | Reduce -1.9% | 231,723 | $19.5M |
| Adaptive Financial Consulting, LLC | 8.24% | Add +1.4% | 226,332 | $19.0M |
| Baron Silver Stevens Financial Advisors, LLC | 3.63% | Reduce -1.6% | 226,013 | $19.0M |
| Summit Wealth Partners, LLC | 3.88% | Reduce -11.3% | 222,406 | $18.7M |
| Sanctuary Advisors, LLC | 0.13% | — | 227,629 | $18.4M |
| Valmark Advisers, Inc. | 0.31% | Add +3.2% | 218,465 | $18.3M |
| Comerica Bank | 0.08% | Reduce -3.0% | 215,941 | $18.1M |
| Well Done, LLC | 3.76% | Reduce -1.6% | 215,312 | $18.1M |
| Creative Planning | 0.02% | Add +0.6% | 210,145 | $17.6M |
| Squarepoint Ops LLC | 0.07% | Reduce -41.7% | 209,102 | $17.6M |
| M&T Bank Corp | 0.06% | Reduce -15.2% | 207,706 | $17.4M |
| FFT Wealth Management LLC | 1.54% | No change | 207,455 | $17.4M |
| Syntegra Private Wealth Group, LLC | 2.18% | Add +0.7% | 203,921 | $17.1M |
| Ironwood Wealth Management, Inc. | 8.66% | Add +0.6% | 201,331 | $17.1M |
| Stock Yards Bank & Trust Co. | 0.55% | Reduce -3.9% | 197,300 | $16.6M |
| TD Waterhouse Canada Inc. | 0.15% | Reduce -19.1% | 194,235 | $16.3M |
| Custos Family Office, LLC | 6.39% | Add +32.1% | 190,667 | $16.0M |
| Lester Murray Antman dba SimplyRich | 5.02% | Reduce -0.3% | 188,898 | $15.9M |
| Rockefeller Capital Management L.P. | 0.04% | Add +7.3% | 186,791 | $15.7M |
| Wealth Management Resources, Inc. | 6.66% | Reduce -0.4% | 184,757 | $15.5M |
| Intrust Bank NA | 1.61% | Add +0.3% | 179,871 | $15.1M |
| Leelyn Smith, LLC | 2.86% | Reduce -10.0% | 176,114 | $14.8M |
| Leonard Rickey Investment Advisors P.L.L.C. | 3.49% | Add +0.3% | 173,298 | $14.6M |
| TD Capital Management LLC | 1.51% | Reduce -10.1% | 172,135 | $14.5M |
| Armbruster Capital Management, Inc. | 3.00% | Reduce -1.7% | 172,063 | $14.4M |
| Manning & Napier Advisors LLC | 0.16% | — | 166,771 | $14.0M |
| MAI Capital Management | 0.14% | Reduce -49.4% | 165,260 | $13.9M |
| United Capital Financial Advisors, LLC | 0.12% | Reduce -2.4% | 159,278 | $13.4M |
| Walled Lake Planning & Wealth Management, LLC | 5.45% | Add +4.0% | 158,722 | $13.3M |
| Sigma Planning Corp | 0.42% | Reduce -0.7% | 158,613 | $13.3M |
| Trinity Wealth Management, LLC | 6.59% | Add +1.1% | 157,423 | $13.2M |
| White Pine Investment CO | 3.73% | Reduce -1.2% | 151,120 | $12.7M |
| Darrow Company, Inc. | 8.11% | Reduce -0.3% | 148,383 | $12.5M |
| Goldman Sachs Group Inc. | 0.00% | Add +162.4% | 147,758 | $12.4M |
| Summit Global Investments | 0.89% | Reduce -3.6% | 147,483 | $12.4M |
| Lido Advisors, LLC | 0.10% | Reduce -0.8% | 146,179 | $12.3M |
| Baird Financial Group, Inc. | 0.03% | Reduce -1.9% | 145,624 | $12.2M |
| Anderson Hoagland & Co. | 1.28% | Add +3.2% | 145,079 | $12.2M |
| Clearstead Advisors, LLC | 0.21% | Reduce -1.0% | 144,467 | $12.1M |
| Cresset Asset Management, LLC | 0.05% | Reduce -6.5% | 144,227 | $12.1M |
| CreativeOne Wealth, LLC | 0.61% | Reduce -6.3% | 143,195 | $12.0M |
| Nottingham Advisors, Inc. | 1.38% | Reduce -43.2% | 138,760 | $11.7M |
| Asset Advisors Investment Management, LLC | 1.26% | New | 137,939 | $11.6M |
| Barrett & Company, Inc. | 5.21% | Add +5.1% | 137,003 | $11.5M |
| Meridian Wealth Advisors, LLC | 2.04% | Reduce -0.9% | 135,923 | $11.4M |
| Axxcess Wealth Management, LLC | 0.31% | Reduce -6.3% | 135,905 | $11.4M |
| Concurrent Investment Advisors, LLC | 0.37% | Add +316.4% | 134,470 | $11.3M |
| Capital Asset Advisory Services LLC | 0.61% | Reduce -7.9% | 133,842 | $11.2M |
| Enzi Wealth | 4.85% | Add +1.1% | 131,095 | $11.0M |
| Pacific Center for Financial Services | 3.08% | Add +1.2% | 130,803 | $11.0M |
| D.A. Davidson & Co. | 0.10% | Reduce -0.6% | 128,981 | $10.8M |
| Tradition Wealth Management, LLC | 1.04% | Add +13.8% | 128,569 | $10.8M |
| Gerber Kawasaki Wealth & Investment Management | 0.53% | Reduce -2.2% | 126,849 | $10.7M |
| Birchbrook, Inc. | 6.22% | Add +5.2% | 123,574 | $10.4M |
| KilterHowling LLC | 6.99% | Add +1.7% | 122,226 | $10.3M |
| Kwmg, LLC | 1.08% | Add +2.7% | 119,287 | $10.0M |
| Keeler & Nadler Financial Planning & Wealth Management | 5.47% | Reduce -16.8% | 118,689 | $10.0M |
| Money Concepts Capital Corp. | 0.83% | Add +2.2% | 118,120 | $9.9M |
| Winthrop Capital Management, LLC | 4.96% | Add +0.5% | 118,057 | $9.9M |
| Fortune Financial Advisors, LLC | 6.06% | Reduce -0.9% | 117,880 | $9.9M |
| Spectrum Asset Management, Inc. (NB/CA) | 4.57% | Add +0.8% | 117,731 | $9.9M |
| Capital Planning LLC | 2.95% | Add +1.9% | 117,430 | $9.9M |
| Garrett Wealth Advisory Group, LLC | 3.61% | Reduce -2.6% | 117,200 | $9.8M |
| Modus Advisors, LLC | 3.47% | Reduce -1.6% | 116,816 | $9.8M |
| Principal Securities, Inc. | 0.27% | Reduce -18.9% | 116,010 | $9.7M |
| Verus Capital Partners, LLC | 1.00% | Reduce -2.1% | 115,055 | $9.7M |
| Flagship Private Wealth, LLC | 5.68% | Add +5.7% | 114,336 | $9.6M |
| Vestcor Inc | 0.32% | Reduce -63.3% | 112,677 | $9.5M |
| Brickley Wealth Management | 2.00% | Reduce -0.5% | 108,886 | $9.1M |
| Ocean Park Asset Management, LLC | 0.43% | Reduce -31.3% | 108,024 | $9.1M |
| Ancora Advisors LLC | 0.22% | Reduce -14.3% | 106,172 | $8.9M |
| Moneco Advisors, LLC | 1.30% | Reduce -2.6% | 105,147 | $8.8M |
| Running Point Capital Advisors, LLC | 3.64% | Reduce -3.6% | 104,990 | $8.8M |
| Nations Financial Group Inc, /Ia/ | 0.72% | Add +1.4% | 104,502 | $8.8M |
| Aspiriant, LLC | 0.36% | Reduce -1.5% | 104,438 | $8.8M |
| Founders Financial Securities LLC | 0.83% | Reduce -0.8% | 104,314 | $8.8M |
| Sowell Financial Services LLC | 0.42% | Reduce -16.5% | 103,931 | $8.7M |
| Bellwether Advisors, LLC | 1.81% | Add +0.5% | 103,020 | $8.6M |
| Bay Rivers Group | 4.41% | Reduce -0.8% | 101,045 | $8.5M |
| First Hawaiian Bank | 0.28% | Reduce -2.9% | 99,766 | $8.4M |
| Legacy Financial Advisors, Inc. | 1.49% | Reduce -30.3% | 99,715 | $8.4M |
| J.W. Cole Advisors, Inc. | 0.39% | Add +17.8% | 99,573 | $8.4M |
| Gladstone Institutional Advisory LLC | 0.43% | Reduce -2.0% | 99,324 | $8.3M |
| Banco Santander, S.A. | 0.10% | Add +1.2% | 99,199 | $8.3M |
| Parallel Advisors, LLC | 0.21% | Reduce -9.9% | 98,929 | $8.3M |
| MorganRosel Wealth Management, LLC | 2.92% | Reduce -2.1% | 98,485 | $8.3M |
| Snowden Capital Advisors LLC | 0.25% | Reduce -0.7% | 98,246 | $8.2M |
| SageView Advisory Group, LLC | 0.51% | New | 98,100 | $8.2M |
| New England Private Wealth Advisors LLC | 1.44% | Add +0.9% | 97,985 | $8.2M |
| Jones Financial Companies LLLP | 0.01% | Add +545.1% | 93,976 | $7.9M |
| Per Stirling Capital Management, LLC. | 1.26% | Reduce -2.8% | 93,310 | $7.8M |
| Calamos Wealth Management LLC | 0.42% | No change | 92,828 | $7.8M |
| Mutual Advisors, LLC | 0.23% | Add +56.8% | 89,917 | $7.8M |
| Blair William & Co. | 0.02% | Reduce -1.0% | 92,496 | $7.8M |
| Smart Money Group LLC | 2.76% | Reduce -2.3% | 88,683 | $7.7M |
| Shepherd Kaplan Krochuk, LLC | 6.06% | Reduce -6.5% | 91,324 | $7.7M |
| Sheridan Capital Management, LLC | 5.68% | Reduce -2.6% | 91,276 | $7.6M |
| Jmac Enterprises LLC | 1.34% | Add +2.8% | 90,652 | $7.6M |
| 1900 Wealth Management LLC | 0.70% | Reduce -17.6% | 88,974 | $7.5M |
| Clark Capital Management Group, Inc. | 0.05% | Reduce -66.7% | 88,944 | $7.5M |
| Evergreen Capital Management LLC | 0.27% | Add +6.6% | 88,820 | $7.5M |
| Van Hulzen Asset Management, LLC | 0.50% | Add +0.0% | 88,506 | $7.4M |
| IHT Wealth Management, LLC | 0.28% | Add +1.7% | 88,061 | $7.4M |
| Prospera Financial Services Inc | 0.20% | Reduce -0.3% | 87,030 | $7.3M |
| Family Capital Trust Co | 2.33% | Reduce -5.3% | 84,991 | $7.1M |
| Jane Street Group, LLC | 0.01% | Add +111.0% | 83,809 | $7.0M |
| IFG Advisory, LLC | 0.44% | Add +0.6% | 81,514 | $6.8M |
| Mayflower Financial Advisors, LLC | 1.12% | Reduce -6.0% | 81,217 | $6.8M |
| Legacy Advisory Services, LLC | 6.07% | Reduce -12.2% | 79,037 | $6.6M |
| Essex Financial Services, Inc. | 0.48% | Reduce -3.8% | 75,076 | $6.5M |
| Wharton Business Group, LLC | 0.33% | Reduce -9.7% | 76,724 | $6.4M |
| L. Roy Papp & Associates, LLP | 0.78% | Reduce -2.6% | 76,477 | $6.4M |
| Merit Financial Group, LLC | 0.14% | Reduce -5.7% | 76,419 | $6.4M |
| High Net Worth Advisory Group LLC | 1.93% | Reduce -3.8% | 75,745 | $6.4M |
| Diversify Advisory Services, LLC | 0.35% | Add +25.1% | 75,083 | $6.3M |
| Mather Group, Llc. | 0.08% | Add +8.2% | 75,164 | $6.3M |
| Hibernia Wealth Partners, LLC | 2.18% | Add +100.3% | 74,459 | $6.3M |
| Dakota Wealth Management | 0.15% | Reduce -62.6% | 73,486 | $6.2M |
| Moloney Securities Asset Management, LLC | 0.90% | Reduce -3.7% | 73,323 | $6.2M |
| Graham Capital Wealth Management, LLC | 8.60% | Add +95.9% | 72,630 | $6.1M |
| FAS Wealth Partners, Inc. | 0.52% | Add +1.9% | 71,538 | $6.0M |
| Sequent Asset Management, LLC | 3.00% | Reduce -2.4% | 70,953 | $6.0M |
| Investment Advisory Group, LLC | 2.29% | Add +0.2% | 70,655 | $5.9M |
| Ameritas Advisory Services, LLC | 0.22% | Add +13.8% | 69,653 | $5.8M |
| FDx Advisors, Inc. | 1.61% | Reduce -3.4% | 69,499 | $5.8M |
| Kennedy Investment Group, Inc. | 2.93% | Add +28.3% | 68,950 | $5.8M |
| Choate Investment Advisors | 0.15% | No change | 68,947 | $5.8M |
| Shore Point Advisors, LLC | 3.29% | Reduce -0.2% | 68,931 | $5.8M |
| Apollon Wealth Management, LLC | 0.18% | Reduce -26.2% | 68,886 | $5.8M |
| Allred Capital Management, LLC | 2.21% | Reduce -4.3% | 68,633 | $5.8M |
| Aptus Capital Advisors, LLC | 0.11% | Reduce -35.8% | 68,261 | $5.7M |
| Able Wealth Management LLC | 4.71% | Reduce -1.4% | 68,196 | $5.7M |
| EP Wealth Advisors, LLC | 0.06% | Reduce -1.3% | 68,185 | $5.7M |
| Citadel Advisors | 0.01% | Reduce -30.9% | 67,737 | $5.7M |
| Guerra Pan Advisors, LLC | 4.75% | Add +1.2% | 67,646 | $5.7M |
| Perigon Wealth Management, LLC | 0.16% | Reduce -5.5% | 67,119 | $5.6M |
| Kingswood Wealth Advisors, LLC | 0.51% | Add +33.4% | 66,940 | $5.6M |
| Wells Financial Advisors INC | 3.66% | Reduce -7.5% | 66,226 | $5.6M |
| Independent Financial Group, LLC | 0.22% | Reduce -0.1% | 66,207 | $5.6M |
| AE Wealth Management LLC | 0.06% | Reduce -58.9% | 66,005 | $5.5M |
| Cambridge Associates LLC /Ma/ | 0.25% | No change | 65,881 | $5.5M |
| Camden National Bank | 0.85% | Add +11.3% | 65,626 | $5.5M |
| Family Manage LLC | 0.98% | Reduce -2.7% | 65,593 | $5.5M |
| Beacon Bank & Trust | 1.36% | Add +0.5% | 64,555 | $5.4M |
| Santori & Peters, Inc. | 2.31% | Reduce -0.3% | 64,314 | $5.4M |
| EdgeRock Capital LLC | 4.15% | Reduce -40.4% | 63,787 | $5.4M |
| Allworth Financial LP | 0.03% | Reduce -11.1% | 62,276 | $5.3M |
| Foundations Investment Advisors, LLC | 0.13% | Reduce -50.7% | 63,278 | $5.3M |
| Petix & Botte Co | 1.50% | Add +96.6% | 63,078 | $5.3M |
| Franklin Resources Inc. | 0.00% | Reduce -2.1% | 62,870 | $5.3M |
| Apexium Financial, LP | 0.37% | Reduce -1.4% | 61,969 | $5.2M |
| Csenge Advisory Group | 0.29% | Reduce -9.0% | 61,882 | $5.2M |
| Apollon Financial, LLC | 1.68% | Add +0.2% | 61,827 | $5.2M |
| Kathleen S. Wright Associates Inc. | 2.38% | Reduce -5.4% | 61,754 | $5.2M |
| Opus Investment Management Inc. | 3.28% | Add +0.2% | 60,560 | $5.1M |
| Financial Advocates Investment Management | 0.32% | Reduce -39.3% | 60,987 | $5.1M |
| Mandatum Life Insurance Co Ltd | 1.70% | No change | 60,455 | $5.1M |
| Cardinal Strategic Wealth Guidance | 1.81% | Reduce -1.0% | 59,841 | $5.0M |
| Altus Wealth Group LLC | 2.51% | Reduce -22.4% | 59,754 | $5.0M |
| Townsquare Capital LLC | 0.07% | Reduce -18.8% | 58,517 | $4.9M |
| Modern Wealth Management, LLC | 0.36% | Add +8.8% | 58,270 | $4.9M |
| Atria Investments, Inc | 0.06% | Reduce -32.6% | 58,177 | $4.9M |
| RHS Financial, LLC | 2.97% | Reduce -4.2% | 57,888 | $4.9M |
| Crestwood Advisors Group, LLC | 0.10% | Reduce -39.4% | 57,583 | $4.8M |
| Mgo One Seven LLC | 0.23% | Add +8.4% | 57,529 | $4.8M |
| Ade, LLC | 3.25% | Reduce -45.9% | 57,446 | $4.8M |
| Orion Porfolio Solutions, LLC | 0.05% | Reduce -21.8% | 56,690 | $4.8M |
| Orion Portfolio Solutions, LLC | 0.05% | Reduce -21.8% | 56,690 | $4.8M |
| Susquehanna International Group, LLP | 0.01% | Reduce -32.0% | 56,029 | $4.7M |
| Tyler-Stone Wealth Management | 1.92% | Reduce -3.8% | 55,518 | $4.7M |
| Arkansas Financial Group, Inc. | 0.82% | Reduce -23.9% | 55,092 | $4.6M |
| M Holdings Securities, Inc. | 0.60% | New | 55,062 | $4.6M |
| Northwest & Ethical Investments L.P. | 0.13% | New | 53,700 | $4.5M |
| Bowman & Co S.C. | 2.59% | Reduce -2.1% | 53,128 | $4.5M |
| Monterey Private Wealth, Inc. | 1.66% | Reduce -11.7% | 53,003 | $4.5M |
| Fiduciary Trust Co | 0.07% | No change | 52,973 | $4.4M |
| Round Rock Advisors LLC | 1.06% | Reduce -3.1% | 52,076 | $4.4M |
| Cordatus Wealth Management LLC | 1.63% | Reduce -0.6% | 51,925 | $4.4M |
| Cyndeo Wealth Partners, LLC | 0.34% | Reduce -23.9% | 51,603 | $4.3M |
| Tompkins Financial Corp. | 0.45% | Reduce -0.9% | 51,490 | $4.3M |
| CFM Wealth Partners LLC | 0.79% | Reduce -0.4% | 51,202 | $4.3M |
| First Citizens Bank & Trust Co. | 0.08% | Reduce -5.3% | 51,084 | $4.3M |
| World Investment Advisors | 0.27% | New | 50,748 | $4.3M |
| McNaughton Wealth Management, LLC | 2.26% | Add +0.3% | 50,700 | $4.3M |
| Haverford Trust Co | 0.04% | Reduce -26.3% | 50,413 | $4.2M |
| Corient Private Wealth LP | 0.01% | Reduce -10.2% | 50,303 | $4.2M |
| Level Four Advisory Services, LLC | 0.19% | Add +26.8% | 50,101 | $4.2M |
| Gateway Wealth Partners, LLC | 1.27% | Add +4.8% | 50,033 | $4.2M |
| Acorn Wealth Advisors, LLC | 2.07% | Reduce -3.8% | 49,963 | $4.2M |
| Mascoma Wealth Management LLC | 1.10% | Reduce -14.4% | 49,385 | $4.1M |
| Northern Trust Corp. | 0.00% | Reduce -34.5% | 49,335 | $4.1M |
| Cozad Asset Management Inc. | 0.41% | Reduce -2.6% | 49,098 | $4.1M |
| Arrowroot Family Office, LLC | 2.63% | Add +10.7% | 48,978 | $4.1M |
| Hoese & Co LLP | 3.58% | Reduce -7.0% | 49,596 | $4.1M |
| HHM Wealth Advisors, LLC | 0.61% | Reduce -13.0% | 48,046 | $4.0M |
| Western Wealth Management, LLC | 0.30% | Reduce -0.1% | 47,934 | $4.0M |
| Flagship Harbor Advisors, LLC | 0.24% | Reduce -1.0% | 47,821 | $4.0M |
| Milestone Investment Advisors LLC | 1.06% | Reduce -1.3% | 47,681 | $4.0M |
| WealthBridge Capital Management, LLC | 1.31% | Add +2.5% | 47,174 | $4.0M |
| Focus Financial Network, Inc. | 0.17% | Add +3.1% | 44,876 | $3.9M |
| BCM Advisors, LLC | 0.92% | Reduce -5.0% | 44,541 | $3.9M |
| VitalStone Financial, LLC | 2.78% | Add +49.9% | 45,742 | $3.8M |
| Legacy Private Trust Co. | 0.27% | Reduce -2.1% | 45,672 | $3.8M |
| Delta Wealth Advisors LLC | 3.76% | Add +3.9% | 45,668 | $3.8M |
| Great Valley Advisor Group, Inc. | 0.11% | Reduce -0.9% | 45,562 | $3.8M |
| Montecito Bank & Trust | 0.77% | Reduce -10.2% | 45,198 | $3.8M |
| Sugar Maple Asset Management, LLC | 3.67% | Add +2.3% | 45,184 | $3.8M |
| Fidelis Capital Partners, LLC | 0.53% | Reduce -0.1% | 43,895 | $3.8M |
| Capital Analysts, LLC | 0.17% | Reduce -8.8% | 44,691 | $3.8M |
| Inspire Advisors, LLC | 0.49% | Reduce -17.8% | 44,168 | $3.7M |
| Empire Life Investments Inc. | 0.23% | Add +26.1% | 43,986 | $3.7M |
| GPS Wealth Strategies Group, LLC | 0.55% | Reduce -59.1% | 43,887 | $3.7M |
| Commerce Bank | 0.02% | Reduce -3.1% | 43,442 | $3.6M |
| Investment Partners, LTD. | 1.62% | Add +0.1% | 43,068 | $3.6M |
| Global Retirement Partners, LLC | 0.11% | Add +8.1% | 42,246 | $3.5M |
| Grayhawk Investment Strategies Inc. | 16.12% | Reduce -30.1% | 42,164 | $3.5M |
| Brown Wealth Management, LLC | 1.41% | Reduce -1.1% | 41,733 | $3.5M |
| CX Institutional | 0.16% | Reduce -0.8% | 41,728 | $3.5M |
| First Heartland Consultants, Inc. | 0.35% | Reduce -9.9% | 41,483 | $3.5M |
| Daiwa Securities Group Inc. | 0.02% | Reduce -9.9% | 41,450 | $3.5M |
| Mechanics Bank Trust Department | 0.50% | Reduce -8.6% | 41,254 | $3.5M |
| Muirfield Wealth Advisors LLC | 3.24% | Add +2.8% | 41,172 | $3.5M |
| Brandywine Oak Private Wealth LLC | 0.36% | Reduce -2.1% | 41,135 | $3.5M |
| Brass Tax Wealth Management, Inc. | 0.67% | Reduce -0.5% | 40,809 | $3.4M |
| Journey Strategic Wealth LLC | 0.15% | Add +1.9% | 40,720 | $3.4M |
| Cora Capital Advisors LLC | 1.76% | Reduce -2.5% | 40,715 | $3.4M |
| Houlihan Financial Resource Group, Ltd. | 2.32% | Reduce -0.0% | 40,483 | $3.4M |
| Aries Wealth Management | 1.07% | Add +5.9% | 40,403 | $3.4M |
| SG Americas Securities, LLC | 0.02% | Reduce -29.9% | 40,164 | $3.4M |
| Prime Capital Investment Advisors, LLC | 0.05% | Reduce -7.3% | 39,705 | $3.3M |
| Natixis Advisors, LLC | 0.01% | Add +179.3% | 38,930 | $3.3M |
| GFG Capital, LLC | 0.89% | Reduce -1.7% | 38,913 | $3.3M |
| Strategic Point Investment Advisors, LLC | 0.58% | Reduce -2.5% | 38,821 | $3.3M |
| Confluence Wealth Services, Inc. | 0.26% | Add +3.3% | 38,790 | $3.3M |
| Syverson Strege & Co | 1.10% | Reduce -4.4% | 38,392 | $3.2M |
| Retireful, LLC | 1.51% | Reduce -13.4% | 38,284 | $3.2M |
| GGM Financial LLC | 2.95% | — | 38,135 | $3.2M |
| CGN Advisors LLC | 0.37% | Add +0.2% | 38,022 | $3.2M |
| Regal Investment Advisors LLC | 0.21% | Reduce -0.6% | 37,649 | $3.2M |
| ETF Store, Inc. | 3.25% | Reduce -50.1% | 37,515 | $3.1M |
| Foster Group, Inc. | 0.12% | Add +1.6% | 37,074 | $3.1M |
| Arax Advisory Partners | 0.30% | Add +0.1% | 36,641 | $3.1M |
| Signature Estate & Investment Advisors LLC | 0.08% | New | 36,551 | $3.1M |
| Yeomans Consulting Group, Inc. | 1.19% | Add +0.8% | 36,538 | $3.1M |
| John W. Brooker & Co., CPAs | 1.54% | Reduce -30.4% | 36,499 | $3.1M |
| Advisory Services Network, LLC | 0.06% | Reduce -17.0% | 36,490 | $3.1M |
| Sax Wealth Advisors, LLC | 0.29% | Reduce -5.3% | 36,490 | $3.1M |
| Weaver Consulting Group | 1.06% | Reduce -1.1% | 36,313 | $3.0M |
| One Wealth Advisors, LLC | 0.65% | Reduce -17.5% | 35,000 | $3.0M |
| Pallas Capital Advisors LLC | 0.14% | Reduce -2.1% | 35,149 | $3.0M |
| Cynosure Group, LLC | 0.48% | Add +0.0% | 35,890 | $3.0M |
| Emerald Advisors, LLC | 0.45% | Add +1.5% | 35,666 | $3.0M |
| B. Riley Wealth Advisors, Inc. | 0.08% | Reduce -74.6% | 35,523 | $3.0M |
| Wealth Management Partners, LLC | 1.45% | Reduce -3.7% | 35,473 | $3.0M |
| ORG Partners LLC | 0.37% | New | 35,482 | $3.0M |
| Defined Wealth Management, LLC | 2.06% | Reduce -1.6% | 35,198 | $3.0M |
| Ellis Investment Partners, LLC | 0.62% | Reduce -5.7% | 34,997 | $2.9M |
| Carr Financial Group Corp | 0.93% | Add +20.8% | 34,675 | $2.9M |
| NorthRock Partners, LLC | 0.11% | Reduce -53.2% | 34,651 | $2.9M |
| GTS Securities LLC | 0.06% | New | 34,622 | $2.9M |
| Absolute Capital Management, LLC | 1.76% | Add +82.1% | 34,565 | $2.9M |
| Smith, Moore & Co. | 0.30% | Reduce -14.9% | 34,430 | $2.9M |
| Central Pacific Bank - Trust Division | 0.36% | Add +208.8% | 34,337 | $2.9M |
| Tacita Capital Inc | 2.02% | Reduce -37.9% | 34,098 | $2.9M |
| Partners Capital Investment Group, LLP | 0.05% | New | 33,123 | $2.8M |
| Marino, Stram & Associates LLC | 0.67% | Reduce -2.4% | 32,708 | $2.7M |
| Lodestar Private Asset Management LLC | 0.37% | Reduce -2.9% | 32,044 | $2.7M |
| Curtis Advisory Group, LLC | 0.95% | Add +0.7% | 31,995 | $2.7M |
| Hobbs Group Advisors, LLC | 1.02% | — | 31,929 | $2.7M |
| Concourse Financial Group Securities, Inc. | 0.17% | Reduce -14.4% | 31,812 | $2.7M |
| Keebeck Wealth Management | 0.39% | Reduce -6.4% | 31,295 | $2.6M |
| Visionary Wealth Advisors | 0.17% | Reduce -2.2% | 31,189 | $2.6M |
| Tanglewood Legacy Advisors, LLC | 1.22% | Reduce -3.7% | 30,711 | $2.6M |
| IFP Advisors, Inc | 0.10% | Reduce -17.0% | 30,568 | $2.6M |
| Composition Wealth, LLC | 0.06% | Reduce -9.9% | 30,493 | $2.6M |
| &partners | 0.11% | Add +396.0% | 30,440 | $2.6M |
| Signaturefd, LLC | 0.05% | Reduce -7.6% | 29,838 | $2.5M |
| Diversified, LLC | 0.29% | Add +1.4% | 29,744 | $2.5M |
| Pension & Wealth Management Advisors, Inc. | 1.43% | Reduce -3.2% | 29,717 | $2.5M |
| Laidlaw Wealth Management LLC | 1.36% | Reduce -13.1% | 29,549 | $2.5M |
| Strategic Blueprint, LLC | 0.17% | Reduce -10.5% | 29,407 | $2.5M |
| Spire Wealth Management | 0.09% | Reduce -46.4% | 29,251 | $2.5M |
| Johnson Financial Group, Inc. | 0.12% | No change | 29,174 | $2.4M |
| Forum Private Client Group LLC | 1.16% | Reduce -19.0% | 29,124 | $2.4M |
| Patriot Investment Management Group, Inc. | 0.19% | Add +0.4% | 29,107 | $2.4M |
| 180 Wealth Advisors, LLC | 0.40% | Reduce -2.4% | 28,564 | $2.4M |
| Kingsview Wealth Management, LLC | 0.06% | Reduce -6.8% | 28,009 | $2.4M |
| Capital Investment Advisory Services, LLC | 0.24% | Reduce -1.8% | 27,989 | $2.3M |
| Prudential Financial Inc. | 0.00% | Reduce -52.7% | 27,825 | $2.3M |
| Bernardo Wealth Planning LLC | 0.62% | Reduce -7.3% | 27,463 | $2.3M |
| AQR Capital Management | 0.00% | Add +101.3% | 27,458 | $2.3M |
| KM Capital Management Ltd. | 1.19% | Reduce -35.6% | 27,372 | $2.3M |
| ACT Advisors, LLC. | 1.19% | Reduce -1.5% | 27,300 | $2.3M |
| Robertson Stephens Wealth Management, LLC | 0.12% | Reduce -14.3% | 27,149 | $2.3M |
| Bell Investment Advisors, Inc | 0.45% | Reduce -0.8% | 27,077 | $2.3M |
| National Bank of Canada | 0.00% | Reduce -1.5% | 27,146 | $2.3M |
| UMB Bank, n.a. | 0.04% | Reduce -11.6% | 27,036 | $2.3M |
| Summit Trail Advisors, LLC | 0.06% | Reduce -6.2% | 26,999 | $2.3M |
| Atlas Private Wealth Advisors | 0.37% | Add +83.8% | 26,821 | $2.3M |
| Sugarloaf Wealth Management, LLC | 0.40% | Reduce -7.8% | 26,647 | $2.2M |
| Detalus Advisors, LLC | 0.76% | Reduce -29.9% | 26,469 | $2.2M |
| MGB Wealth Management, LLC | 0.83% | Reduce -2.2% | 25,977 | $2.2M |
| Ballew Advisors, Inc | 1.47% | Reduce -12.5% | 25,819 | $2.2M |
| Fiduciary Financial Group, LLC | 0.53% | — | 25,370 | $2.2M |
| Mosaic Family Wealth Partners, LLC | 0.35% | Reduce -9.7% | 26,173 | $2.2M |
| Roof Eidam Maycock Peralta, LLC | 0.59% | No change | 26,095 | $2.2M |
| Tritonpoint Wealth, LLC | 0.21% | New | 25,860 | $2.2M |
| CoreCap Advisors, LLC | 0.22% | Reduce -4.7% | 25,567 | $2.1M |
| Sweet Financial Partners, LLC | 0.49% | Reduce -0.6% | 25,416 | $2.1M |
| Householder Group Estate & Retirement Specialist, LLC | 0.59% | Reduce -15.8% | 25,211 | $2.1M |
| WT Wealth Management | 0.72% | Reduce -2.6% | 25,037 | $2.1M |
| Tolleson Wealth Management, Inc. | 0.41% | Reduce -0.9% | 25,024 | $2.1M |
| International Assets Investment Management, LLC | 0.20% | Reduce -20.0% | 24,944 | $2.1M |
| Hilltop Partners LLC | 0.77% | Reduce -2.4% | 24,783 | $2.1M |
| Strategic Family Wealth Counselors, L.L.C. | 0.79% | Reduce -3.6% | 24,700 | $2.1M |
| Friedenthal Financial | 1.28% | Reduce -8.2% | 24,360 | $2.0M |
| TPG Advisors LLC | 1.74% | — | 24,275 | $2.0M |
| Levy Wealth Management Group, LLC | 0.52% | Reduce -10.4% | 24,272 | $2.0M |
| Columbus Macro, LLC | 0.79% | Add +44.3% | 24,207 | $2.0M |
| Delos Wealth Advisors, LLC | 1.96% | Add +30.8% | 24,190 | $2.0M |
| Shepherd Financial Partners LLC | 0.26% | Reduce -1.2% | 23,809 | $2.0M |
| Diversified Trust Co. | 0.06% | No change | 23,785 | $2.0M |
| Saxon Interests, Inc. | 0.94% | Reduce -4.1% | 23,527 | $2.0M |
| Safeguard Investment Advisory Group, LLC | 0.60% | Reduce -12.7% | 23,193 | $1.9M |
| Avior Wealth Management, LLC | 0.08% | Add +4.8% | 23,176 | $1.9M |
| Wetzel Investment Advisors, Inc. | 1.11% | Add +8.1% | 23,190 | $1.9M |
| Cypress Wealth Services, LLC | 0.43% | Reduce -13.8% | 23,082 | $1.9M |
| Harbour Investments, Inc. | 0.06% | Reduce -13.3% | 22,916 | $1.9M |
| Archford Capital Strategies, LLC | 0.31% | Reduce -0.1% | 22,687 | $1.9M |
| Waverly Advisors, LLC | 0.04% | Add +12.2% | 22,629 | $1.9M |
| VERITY Wealth Advisors | 1.41% | Reduce -1.4% | 22,405 | $1.9M |
| Flow Traders U.S. LLC | 0.09% | Reduce -59.5% | 22,363 | $1.9M |
| PCA Investment Advisory Services Inc. | 0.98% | Reduce -0.1% | 22,206 | $1.9M |
| Ergawealth Advisors, Inc. | 1.01% | Reduce -6.3% | 22,203 | $1.9M |
| Arcus Capital Partners, LLC | 0.72% | Reduce -6.6% | 22,123 | $1.9M |
| CPC Advisors, LLC | 0.30% | Reduce -1.7% | 21,814 | $1.8M |
| Granite FO LLC | 1.17% | No change | 21,735 | $1.8M |
| IRON Financial LLC | 1.02% | Reduce -1.1% | 21,639 | $1.8M |
| Vanguard Group Inc. | 0.00% | Add +4.8% | 21,567 | $1.8M |
| Retirement Planning Group, LLC | 0.11% | Add +45.3% | 21,505 | $1.8M |
| Forvis Mazars Wealth Advisors, LLC | 0.04% | Reduce -1.6% | 21,437 | $1.8M |
| Marcum Wealth, LLC | 0.18% | Reduce -1.7% | 21,435 | $1.8M |
| Shufro Rose & Co. LLC | 0.15% | Reduce -1.5% | 21,310 | $1.8M |
| Ascent Group, LLC | 0.14% | Reduce -34.4% | 21,103 | $1.8M |
| Gries Financial LLC | 0.36% | Reduce -28.0% | 20,953 | $1.8M |
| Fort Point Capital Partners LLC | 0.23% | Reduce -0.0% | 20,899 | $1.8M |
| New Century Financial Group, LLC | 0.74% | Add +37.6% | 20,816 | $1.7M |
| Financial Life Advisors | 0.71% | Reduce -66.8% | 20,808 | $1.7M |
| Forthright Family Wealth Advisory LLC | 1.12% | Reduce -5.4% | 20,625 | $1.7M |
| CFS Investment Advisory Services, LLC | 0.14% | Reduce -15.0% | 20,571 | $1.7M |
| Townsend Asset Management Corp. /NC/ | 0.67% | Reduce -0.8% | 20,494 | $1.7M |
| Almanack Investment Partners, LLC. | 0.29% | Reduce -5.7% | 20,394 | $1.7M |
| Private Trust Co. NA | 0.18% | Add +3.4% | 20,358 | $1.7M |
| Fortis Group Advisors, LLC | 0.34% | Reduce -10.0% | 20,342 | $1.7M |
| Black Diamond Financial, LLC | 0.33% | Add +4.4% | 20,332 | $1.7M |
| Ascent Wealth Partners, LLC | 0.25% | Reduce -1.5% | 20,306 | $1.7M |
| Park Avenue Securities LLC | 0.02% | Reduce -82.4% | 20,171 | $1.7M |
| Trustmark Bank Trust Department | 0.14% | Reduce -20.6% | 20,167 | $1.7M |
| Wescott Financial Advisory Group, LLC | 0.20% | Reduce -4.6% | 20,041 | $1.7M |
| CIBC Private Wealth Group LLC | 0.00% | Add +4.0% | 19,986 | $1.7M |
| Silver Oak Securities, Incorporated | 0.25% | Add +482.0% | 19,975 | $1.7M |
| Kaydan Wealth Management, Inc. | 0.58% | Reduce -2.3% | 19,570 | $1.6M |
| Stephens Inc. | 0.03% | Reduce -7.8% | 19,551 | $1.6M |
| Manchester Capital Management LLC | 0.20% | No change | 19,400 | $1.6M |
| Cary Street Partners Investment Advisory LLC | 0.07% | Reduce -10.0% | 19,379 | $1.6M |
| Compound Planning, Inc. | 0.12% | Reduce -17.2% | 19,322 | $1.6M |
| Advocacy Wealth Management, LLC | 0.13% | Reduce -23.0% | 19,102 | $1.6M |
| BCGM Wealth Management, LLC | 0.55% | Add +0.1% | 19,074 | $1.6M |
| Park Place Capital Corp | 0.51% | Reduce -3.0% | 18,926 | $1.6M |
| Elevation Point Wealth Partners, LLC | 0.13% | Add +9.0% | 18,871 | $1.6M |
| Comprehensive Financial Consultants Institutional, Inc. | 0.62% | Add +5.2% | 18,866 | $1.6M |
| Transcend Capital Advisors, LLC | 0.11% | Reduce -7.0% | 18,795 | $1.6M |
| Security Financial Services, INC. | 0.34% | Reduce -45.5% | 18,641 | $1.6M |
| Center For Asset Management LLC | 1.03% | Add +12.2% | 18,558 | $1.6M |
| Welch & Forbes LLC | 0.02% | Reduce -1.6% | 18,145 | $1.5M |
| Capital Market Strategies LLC | 0.96% | Reduce -0.0% | 18,109 | $1.5M |
| Sachetta, LLC | 0.66% | Reduce -5.0% | 17,480 | $1.5M |
| Stonebrook Private Inc. | 0.44% | Reduce -46.6% | 18,055 | $1.5M |
| Ewa, LLC | 0.62% | Reduce -1.2% | 17,588 | $1.5M |
| Dohj, LLC | 0.38% | Reduce -17.8% | 17,932 | $1.5M |
| Ascentis Independent Advisors | 0.31% | — | 17,648 | $1.5M |
| PFG Advisors | 0.10% | Reduce -3.8% | 17,609 | $1.5M |
| Maia Wealth LLC | 0.44% | — | 17,215 | $1.5M |
| Sapient Capital LLC | 0.03% | No change | 17,586 | $1.5M |
| Roman Butler Fullerton & Co. | 0.48% | Reduce -1.6% | 17,357 | $1.5M |
| Berger Financial Group, Inc | 0.12% | Reduce -4.7% | 17,429 | $1.5M |
| Strategic Investment Advisors / MI | 0.18% | Add +7.9% | 17,356 | $1.5M |
| Renasant Bank | 1.00% | Reduce -2.5% | 17,321 | $1.5M |
| Creekside Partners | 0.80% | — | 17,288 | $1.5M |
| HB Wealth Management, LLC | 0.02% | Reduce -25.0% | 17,075 | $1.4M |
| Symphony Financial Services, Inc. | 1.23% | — | 17,003 | $1.4M |
| Prostatis Group LLC | 0.49% | Reduce -11.5% | 16,802 | $1.4M |
| Intellectus Partners, LLC | 0.38% | Add +6.8% | 16,725 | $1.4M |
| NWF Advisory Services Inc. | 0.22% | Reduce -1.8% | 16,623 | $1.4M |
| Thoroughbred Financial Services, LLC | 0.09% | Add +6.6% | 16,616 | $1.4M |
| Sweeney & Michel, LLC | 0.59% | Reduce -1.1% | 16,520 | $1.4M |
| Centric Wealth Management | 0.40% | Add +0.2% | 16,037 | $1.4M |
| WCG Wealth Advisors LLC | 0.10% | Reduce -43.9% | 16,399 | $1.4M |
| Tranquilli Financial Advisor LLC | 0.92% | Add +1.4% | 16,345 | $1.4M |
| Renaissance Technologies | 0.00% | New | 16,300 | $1.4M |
| Good Life Advisors, LLC | 0.11% | Add +31.1% | 16,242 | $1.4M |
| CCG Wealth Management, LLC | 0.77% | Reduce -1.8% | 16,225 | $1.4M |
| Midland Wealth Advisors, LLC | 0.08% | New | 16,115 | $1.4M |
| Simplicity Wealth,LLC | 0.03% | Add +1.7% | 15,955 | $1.3M |
| Dravo Bay LLC | 0.74% | Add +11.2% | 15,927 | $1.3M |
| Vermillion & White Wealth Management Group, LLC | 1.00% | Reduce -0.3% | 15,808 | $1.3M |
| First Business Financial Services, Inc. | 0.14% | No change | 15,793 | $1.3M |
| Cherry Tree Wealth Management, LLC | 0.33% | Reduce -3.2% | 15,685 | $1.3M |
| Tranquility Partners, LLC | 0.51% | Add +2.3% | 15,660 | $1.3M |
| First Financial Bank - Trust Division | 0.13% | Reduce -2.2% | 15,658 | $1.3M |
| Southland Equity Partners LLC | 0.37% | Reduce -0.5% | 15,639 | $1.3M |
| Sage Mountain Advisors LLC | 0.12% | Reduce -0.1% | 15,613 | $1.3M |
| Mattern Wealth Management LLC | 0.31% | Reduce -2.8% | 15,531 | $1.3M |
| Keystone Wealth Services, LLC | 0.40% | Reduce -0.0% | 15,464 | $1.3M |
| Physician Wealth Advisors, Inc. | 0.24% | Reduce -0.4% | 14,941 | $1.3M |
| Ridgewood Investments LLC | 0.64% | Add +2.6% | 15,324 | $1.3M |
| Farther Finance Advisors, LLC | 0.06% | Reduce -40.4% | 15,350 | $1.3M |
| Strategy Asset Managers LLC | 0.28% | Reduce -0.3% | 17,224 | $1.3M |
| Verdence Capital Advisors LLC | 0.11% | Reduce -8.4% | 15,240 | $1.3M |
| Inscription Capital, LLC | 0.21% | Add +10.6% | 15,232 | $1.3M |
| 9258 Wealth Management, LLC | 0.20% | Reduce -1.9% | 15,207 | $1.3M |
| Goldstone Financial Group, LLC | 0.25% | Reduce -3.7% | 15,028 | $1.3M |
| Integrated Advisors Network LLC | 0.06% | Reduce -4.5% | 15,002 | $1.3M |
| Lanark Financial, Inc. | 0.11% | Reduce -4.7% | 15,000 | $1.3M |
| Cardiff Park Advisors, LLC | 0.12% | Add +0.0% | 14,876 | $1.2M |
| Perennial Investment Advisors, LLC | 0.18% | Reduce -3.5% | 14,870 | $1.2M |
| Brown Advisory Inc. | 0.00% | Reduce -25.2% | 14,756 | $1.2M |
| Provident Wealth Management, LLC | 0.45% | Add +46.3% | 14,565 | $1.2M |
| McDonald Partners LLC | 0.33% | No change | 14,500 | $1.2M |
| Elevate Wealth Advisory, Inc. | 0.98% | Reduce -0.2% | 14,451 | $1.2M |
| Centaurus Financial, Inc. | 0.08% | Reduce -6.2% | 14,451 | $1.2M |
| Whittier Trust Co. | 0.02% | No change | 14,411 | $1.2M |
| FRG Family Wealth Advisors LLC | 0.23% | Reduce -1.7% | 14,135 | $1.2M |
| All Season Financial Advisors, Inc. | 1.09% | New | 14,376 | $1.2M |
| Jacobi Capital Management LLC | 0.10% | Reduce -5.8% | 14,340 | $1.2M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.20% | Add +0.2% | 14,338 | $1.2M |
| Nova R Wealth, Inc. | 0.61% | Add +0.1% | 14,195 | $1.2M |
| Caprock Group, LLC | 0.05% | Reduce -15.4% | 14,155 | $1.2M |
| New Insight Wealth Advisors | 0.70% | Reduce -10.7% | 14,125 | $1.2M |
| Magnolia Capital Advisors LLC | 0.66% | Reduce -38.0% | 14,080 | $1.2M |
| Yarger Wealth Strategies, LLC | 0.71% | Add +0.3% | 13,966 | $1.2M |
| TBH Global Asset Management, LLC | 0.26% | Reduce -27.4% | 13,966 | $1.2M |
| Eq LLC | 0.70% | Add +3.6% | 13,955 | $1.2M |
| JMG Financial Group, Ltd. | 0.04% | Reduce -50.3% | 13,710 | $1.2M |
| First Citizens Financial Corp | 0.68% | Reduce -15.6% | 13,703 | $1.2M |
| Stephen J. Garry & Associates, LLC | 1.16% | Reduce -2.1% | 13,610 | $1.1M |
| Buckingham Strategic Wealth, LLC | 0.01% | Reduce -34.8% | 13,486 | $1.1M |
| Client 1ST Advisory Group, LLC | 0.49% | Reduce -23.9% | 13,470 | $1.1M |
| Summit Financial, LLC | 0.05% | Add +43.9% | 13,450 | $1.1M |
| CFO4Life Group, LLC | 0.21% | Add +0.1% | 13,253 | $1.1M |
| Millennium Management | 0.00% | Reduce -32.6% | 12,963 | $1.1M |
| Arkadios Wealth Advisors | 0.07% | Reduce -7.9% | 12,944 | $1.1M |
| Peddock Capital Advisors, LLC | 0.28% | No change | 12,840 | $1.1M |
| Andina Capital Management, LLC | 0.81% | Reduce -30.6% | 12,840 | $1.1M |
| Old North State Trust, LLC | 0.93% | Reduce -12.4% | 12,790 | $1.1M |
| PSI Advisors, LLC | 0.34% | Reduce -66.0% | 12,639 | $1.1M |
| Summit X, LLC | 0.24% | Add +0.1% | 12,628 | $1.1M |
| Claro Advisors Inc. | 0.16% | Add +100.9% | 12,510 | $1.1M |
| Wealth Management Associates, Inc. | 0.49% | No change | 12,378 | $1.0M |
| Beacon Financial Advisory LLC | 0.39% | Reduce -9.3% | 12,360 | $1.0M |
| Advisor Resource Council | 1.34% | Reduce -0.7% | 13,876 | $1.0M |
| LongView Wealth Management | 0.38% | Reduce -0.6% | 12,099 | $1.0M |
| Armstrong Advisory Group, Inc. | 0.09% | Reduce -9.3% | 11,807 | $991K |
| Schrum Private Wealth Management LLC | 0.89% | Reduce -1.9% | 11,793 | $990K |
| Forefront Analytics, LLC | 0.47% | Reduce -2.7% | 11,785 | $989K |
| Edgestream Partners, L.P. | 0.05% | New | 11,617 | $975K |
| Goldstein Advisors, LLC | 0.16% | Reduce -6.1% | 11,601 | $974K |
| Kathmere Capital Management, LLC | 0.10% | No change | 11,574 | $972K |
| Victory Financial Group, LLC | 0.45% | New | 11,570 | $971K |
| Creekmur Asset Management LLC | 0.25% | Reduce -24.5% | 11,541 | $969K |
| Destiny Wealth Partners, LLC | 0.17% | Reduce -3.1% | 11,538 | $969K |
| StoneX Group Inc. | 0.08% | Add +5.2% | 11,466 | $963K |
| Avaii Wealth Management, LLC | 0.53% | No change | 11,466 | $963K |
| WBH Advisory Inc. | 0.10% | Reduce -18.9% | 11,416 | $959K |
| Fisher Asset Management | 0.00% | Reduce -9.2% | 11,370 | $955K |
| TTP Investments, Inc. | 0.36% | New | 11,344 | $952K |
| Wealthcare Advisory Partners LLC | 0.03% | Reduce -10.2% | 11,115 | $933K |
| Chris Bulman Inc | 0.63% | — | 11,054 | $928K |
| Certus Wealth Management, LLC | 0.70% | Reduce -20.0% | 11,045 | $927K |
| Pathstone Holdings, LLC | 0.00% | Reduce -4.4% | 11,044 | $927K |
| Moneta Group Investment Advisors LLC | 0.01% | Add +1.8% | 11,017 | $925K |
| C2C Wealth Management, LLC | 0.90% | No change | 10,965 | $921K |
| Guidance Point Advisors, LLC | 0.30% | Reduce -41.9% | 10,927 | $917K |
| Patton Albertson Miller Group, LLC | 0.13% | Reduce -16.1% | 10,916 | $916K |
| Pinnacle Family Advisors, LLC | 0.51% | Add +84.1% | 10,901 | $915K |
| Kestra Private Wealth Services, LLC | 0.02% | Reduce -4.6% | 10,899 | $915K |
| Graves Light Lenhart Wealth, Inc. | 0.10% | Reduce -0.4% | 10,909 | $914K |
| Jaffetilchin Investment Partners, LLC | 0.08% | Reduce -0.6% | 10,875 | $913K |
| Icon Wealth Advisors, LLC | 0.08% | Reduce -65.4% | 10,475 | $912K |
| Mosley Wealth Management | 0.77% | Add +2.1% | 10,839 | $910K |
| Lincoln Capital LLC | 0.20% | No change | 10,811 | $908K |
| Bryant Woods Investment Advisors, LLC | 0.66% | Add +41.7% | 12,513 | $906K |
| Intelligence Driven Advisers, LLC | 0.13% | No change | 10,748 | $902K |
| Concentrum Wealth Management | 0.38% | Reduce -13.5% | 10,642 | $894K |
| Moors & Cabot, Inc. | 0.05% | Reduce -0.1% | 10,559 | $887K |
| Advisory Alpha, LLC | 0.03% | Reduce -0.9% | 10,556 | $886K |
| First Trust Direct Indexing L.P. | 0.05% | Add +2.4% | 10,450 | $877K |
| Oxinas Partners, LLC | 0.57% | Reduce -3.4% | 10,264 | $862K |
| O'Brien Wealth Partners LLC | 0.19% | No change | 10,190 | $856K |
| Greenleaf Trust | 0.01% | Add +4.7% | 10,182 | $855K |
| Scotia Capital Inc. | 0.01% | Add +4.1% | 10,144 | $852K |
| Private Wealth Group, LLC | 0.45% | Reduce -1.0% | 10,107 | $849K |
| GW Henssler & Associates Ltd. | 0.05% | Reduce -7.1% | 10,082 | $846K |
| Smartleaf Asset Management LLC | 0.14% | Add +0.2% | 10,051 | $845K |
| KOM Wealth Management Group, LLC | 0.79% | Reduce -1.3% | 10,061 | $845K |
| Fermata Advisors, LLC | 0.19% | Add +59.1% | 9,927 | $833K |
| Tiaa Trust, National Association | 0.00% | Reduce -2.4% | 9,914 | $832K |
| Sound View Wealth Advisors Group, LLC | 0.09% | Reduce -13.0% | 9,889 | $830K |
| Brighton Jones LLC | 0.03% | Reduce -2.0% | 9,888 | $830K |
| Etfidea, LLC | 0.28% | Add +0.9% | 9,887 | $830K |
| ProVise Management Group, LLC | 0.07% | Reduce -7.2% | 9,879 | $829K |
| Savant Capital, LLC | 0.01% | Add +97.0% | 9,857 | $828K |
| Snider Financial Group | 0.32% | Reduce -87.4% | 9,823 | $825K |
| waypoint wealth counsel | 0.63% | Add +0.3% | 9,822 | $825K |
| FF Advisors,LLC | 0.58% | No change | 9,735 | $817K |
| Market Street Wealth Management Advisors LLC | 0.14% | Reduce -15.9% | 9,715 | $816K |
| Meitav Investment House Ltd. | 0.01% | No change | 9,688 | $813K |
| Northwest Financial Advisors | 0.83% | Reduce -1.1% | 9,681 | $813K |
| Financial Sense Advisors, Inc. | 0.26% | Reduce -4.1% | 9,666 | $812K |
| Freestone Capital Holdings, LLC | 0.03% | Reduce -8.6% | 9,572 | $804K |
| Stonehearth Capital Management, LLC | 0.34% | Reduce -1.6% | 9,539 | $801K |
| Soltis Investment Advisors LLC | 0.08% | Reduce -12.9% | 9,525 | $800K |
| Castle Rock Wealth Management, LLC | 0.20% | Reduce -0.0% | 9,469 | $793K |
| West Michigan Advisors, LLC | 0.25% | Reduce -3.0% | 9,444 | $793K |
| Kovack Advisors, Inc. | 0.08% | New | 9,186 | $771K |
| Investment Partners Asset Management, Inc. | 0.69% | Add +0.0% | 9,186 | $771K |
| Austin Private Wealth, LLC | 0.08% | Reduce -5.9% | 9,035 | $759K |
| Alta Wealth Advisors LLC | 0.38% | Reduce -15.1% | 9,026 | $758K |
| Midwest Financial Group LLC | 0.48% | Add +0.3% | 9,016 | $757K |
| Sterling Group Wealth Management, LLC | 0.43% | — | 9,009 | $756K |
| Advus Financial Partners, LLC | 0.23% | Reduce -11.9% | 9,006 | $756K |
| Financial Counselors Inc. | 0.01% | Reduce -16.4% | 8,925 | $749K |
| Sovereign Financial Group, Inc. | 0.19% | Reduce -20.5% | 8,884 | $746K |
| Higgins & Schmidt Wealth Strategies LLC | 0.54% | Reduce -2.2% | 8,880 | $746K |
| Liberty Wealth Management LLC | 0.13% | Add +93.2% | 32,291 | $736K |
| LS Investment Advisors, LLC | 0.11% | Reduce -17.4% | 8,759 | $735K |
| Institute for Wealth Management, LLC. | 0.10% | Reduce -16.4% | 8,708 | $731K |
| Sensible Money, LLC | 0.35% | No change | 8,606 | $723K |
| Fiduciary Group, LLC | 0.08% | No change | 8,579 | $720K |
| Apeiron RIA LLC | 0.22% | Reduce -22.5% | 8,560 | $719K |
| Tradewinds, LLC. | 0.22% | New | 8,375 | $703K |
| Veery Capital, LLC | 0.28% | Reduce -5.9% | 8,367 | $702K |
| Garde Capital, Inc. | 0.05% | No change | 8,350 | $701K |
| MBE Wealth Management, LLC | 0.42% | Reduce -1.8% | 8,332 | $700K |
| Tennessee Valley Asset Management Partners | 0.13% | Reduce -0.7% | 8,329 | $699K |
| LPF Advisors LLC | 0.64% | Add +35.8% | 8,307 | $697K |
| Community Bank, N.A. | 0.09% | Reduce -28.5% | 8,287 | $696K |
| Asset Dedication, LLC | 0.05% | New | 8,256 | $693K |
| Cibc World Market Inc. | 0.00% | Reduce -53.2% | 8,259 | $693K |
| NewEdge Wealth, LLC | 0.01% | Add +0.7% | 8,240 | $692K |
| E&G Advisors, LLC | 0.20% | Reduce -0.3% | 8,114 | $681K |
| Leo Wealth, LLC | 0.07% | New | 8,121 | $680K |
| ONE Advisory Partners, LLC | 0.31% | Reduce -18.8% | 8,099 | $680K |
| W Advisors, LLC | 0.45% | Reduce -3.0% | 8,092 | $679K |
| Brown Brothers Harriman & Co. | 0.01% | No change | 8,087 | $679K |
| Fifth Third Bancorp | 0.00% | Reduce -0.4% | 8,075 | $678K |
| Wagner Wealth Management, LLC | 0.20% | Add +0.1% | 8,071 | $678K |
| AIMZ Investment Advisors, LLC | 0.24% | No change | 8,024 | $674K |
| BCS Wealth Management | 0.33% | No change | 8,007 | $672K |
| Belpointe Asset Management LLC | 0.05% | Add +26.2% | 7,978 | $670K |
| Twelve Points Wealth Management LLC | 0.23% | No change | 7,940 | $667K |
| Greater Midwest Financial Group, LLC | 0.42% | Add +0.4% | 7,527 | $662K |
| Alera Investment Advisors, LLC | 0.08% | New | 7,887 | $662K |
| Cassaday & Co Wealth Management LLC | 0.02% | No change | 7,866 | $660K |
| High Falls Advisors, Inc | 0.16% | Reduce -35.0% | 7,859 | $660K |
| Bessemer Group Inc. | 0.00% | Reduce -2.3% | 7,823 | $657K |
| Cidel Asset Management Inc. | 0.05% | No change | 7,710 | $647K |
| StrongBox Wealth, LLC | 0.30% | Add +2.7% | 7,680 | $645K |
| Neuberger Berman Group LLC | 0.00% | Reduce -5.5% | 7,662 | $643K |
| Advisors Capital Management, LLC | 0.01% | Add +0.3% | 7,659 | $643K |
| Valley Forge Investment Consultants Inc. Adv | 0.24% | Add +0.3% | 7,655 | $643K |
| Glenview Trust Co | 0.01% | Reduce -20.4% | 7,603 | $638K |
| Obsidian Cio, LLC | 0.15% | Reduce -2.4% | 7,600 | $638K |
| CENTRAL TRUST Co | 0.02% | No change | 7,514 | $631K |
| PDS Planning, Inc | 0.06% | Add +0.1% | 7,498 | $630K |
| Keel Point, LLC | 0.06% | Reduce -0.2% | 7,181 | $628K |
| Maripau Wealth Management LLC | 0.42% | Reduce -10.2% | 7,390 | $620K |
| Vista Capital Partners, Inc. | 0.08% | No change | 7,377 | $619K |
| Emfo, LLC | 0.55% | No change | 7,362 | $618K |
| Sunbelt Securities, Inc. | 0.06% | Reduce -0.0% | 7,284 | $612K |
| 4J Wealth Management LLC | 0.50% | Reduce -3.3% | 7,267 | $610K |
| Dorsey & Whitney Trust CO LLC | 0.04% | Reduce -8.8% | 7,263 | $610K |
| RFG Advisory, LLC | 0.02% | Reduce -46.7% | 7,196 | $604K |
| Salem Investment Counselors Inc. | 0.02% | Add +268.1% | 7,189 | $604K |
| Cornell Pochily Investment Advisors, Inc. | 0.23% | Reduce -1.9% | 7,178 | $603K |
| Tudor Investment Corporation | 0.01% | New | 7,178 | $603K |
| Traphagen Investment Advisors LLC | 0.07% | Reduce -2.6% | 7,152 | $600K |
| Bouchey Financial Group, Ltd. | 0.06% | No change | 7,157 | $600K |
| Exchange Bank | 0.50% | No change | 7,000 | $588K |
| Headinvest, LLC | 0.11% | No change | 6,947 | $583K |
| Benjamin F. Edwards & Company, Inc. | 0.01% | Reduce -24.9% | 6,919 | $581K |
| Clear Point Advisors Inc. | 0.47% | Reduce -4.6% | 6,878 | $577K |
| TNF LLC | 0.21% | Reduce -38.8% | 6,762 | $577K |
| Pineridge Advisors LLC | 0.20% | Reduce -98.4% | 6,863 | $576K |
| Waddell & Associates, LLC | 0.08% | Reduce -1.4% | 6,853 | $575K |
| Signal Advisors Wealth, LLC | 1.26% | Reduce -64.7% | 6,838 | $574K |
| Joseph Group Capital Management | 0.30% | Reduce -13.7% | 6,799 | $571K |
| Arete Wealth Advisors, LLC | 0.05% | New | 6,772 | $568K |
| Richardson Financial Services Inc. | 0.41% | Reduce -5.2% | 6,708 | $563K |
| Eldridge Investment Advisors, Inc. | 0.14% | No change | 6,706 | $563K |
| Everhart Financial Group, Inc. | 0.14% | Reduce -3.6% | 6,657 | $559K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Add +16.8% | 6,655 | $559K |
| J. W. Coons Advisors, LLC | 0.10% | Add +0.1% | 6,649 | $558K |
| Berkeley, Inc | 0.34% | Reduce -17.0% | 6,598 | $554K |
| JT Stratford LLC | 0.10% | No change | 6,582 | $553K |
| Avidian Wealth Enterprises, LLC | 0.03% | Reduce -17.1% | 6,483 | $544K |
| Gratus Capital, LLC | 0.02% | No change | 6,481 | $544K |
| Patten Group, Inc. | 0.13% | Reduce -0.4% | 6,438 | $541K |
| Radnor Capital Management, LLC | 0.16% | Add +3.6% | 6,434 | $540K |
| Vertex Planning Partners, LLC | 0.14% | Reduce -2.1% | 6,415 | $539K |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +30.9% | 6,390 | $537K |
| Palo Alto Wealth Advisors, LLC | 0.37% | Add +0.4% | 6,370 | $535K |
| PFG Investments, LLC | 0.04% | Reduce -84.0% | 6,370 | $535K |
| Wealthgarden F.S. LLC | 0.56% | — | 6,365 | $534K |
| Financial Management Network Inc. | 0.13% | Reduce -11.2% | 6,324 | $532K |
| Mission Wealth Management, LP | 0.01% | Reduce -1.2% | 6,286 | $528K |
| Whittier Trust Co. of Nevada Inc. | 0.01% | Reduce -1.3% | 6,276 | $527K |
| Flagstar Securities, Inc. | 0.14% | Add +0.7% | 6,253 | $525K |
| Outlook Wealth Advisors, LLC | 0.16% | No change | 4,142 | $523K |
| Ridgecrest Wealth Partners, LLC | 0.31% | Add +0.2% | 6,195 | $520K |
| PFG Private Wealth Management, LLC | 0.31% | Add +0.9% | 6,183 | $519K |
| Associated Banc-Corp | 0.02% | No change | 6,175 | $518K |
| Stonebridge Financial Planning Group, LLC | 0.26% | Reduce -4.6% | 6,165 | $518K |
| Oppenheimer & Co. Inc. | 0.01% | Add +19.5% | 6,121 | $514K |
| LifeSteps Financial, Inc. | 0.42% | No change | 6,119 | $514K |
| Wedbush Securities Inc. | 0.02% | Reduce -2.5% | 6,115 | $513K |
| Exencial Wealth Advisors, LLC | 0.02% | Reduce -7.2% | 6,099 | $512K |
| CW Advisors, LLC | 0.01% | Reduce -5.9% | 6,083 | $511K |
| Cox Capital Mgt LLC | 0.31% | Reduce -0.5% | 6,081 | $511K |
| Gibson Capital, LLC | 0.11% | No change | 6,080 | $510K |
| Sinecera Capital, LLC | 0.70% | Add +0.3% | 6,069 | $510K |
| Meridian Wealth Management, LLC | 0.06% | New | 6,050 | $508K |
| Wealthspire Advisors, LLC | 0.01% | Reduce -1.7% | 5,978 | $502K |
| Collective Family Office LLC | 0.15% | No change | 5,967 | $501K |
| Agate Pass Investment Management, LLC | 0.27% | No change | 5,964 | $501K |
| Schmidt P J Investment Management Inc. | 0.09% | Add +1.3% | 5,964 | $501K |
| Heck Capital Advisors, LLC | 0.06% | Add +0.1% | 5,945 | $499K |
| Avalon Trust Co | 0.04% | No change | 5,892 | $495K |
| Hilltop Holdings Inc. | 0.06% | Reduce -2.0% | 5,879 | $494K |
| Graypoint LLC | 0.03% | Add +11.4% | 5,875 | $493K |
| Parthenon LLC | 0.06% | No change | 5,874 | $493K |
| GEM Asset Management, LLC | 0.31% | Reduce -1.4% | 5,866 | $493K |
| Sfmg, LLC | 0.04% | No change | 5,838 | $490K |
| Phillips Wealth Planners LLC | 0.52% | Add +0.6% | 5,771 | $489K |
| New Republic Capital, LLC | 0.24% | Reduce -2.5% | 5,745 | $482K |
| Astoria Portfolio Advisors LLC. | 0.17% | Add +53.0% | 5,724 | $481K |
| Alterna Wealth Management, Inc. | 0.42% | Reduce -40.5% | 5,700 | $479K |
| Gallacher Capital Management LLC | 0.25% | No change | 5,696 | $478K |
| New Hampshire Trust | 0.11% | Reduce -12.1% | 5,645 | $474K |
| Colton Groome Financial Advisors, LLC | 0.19% | Reduce -22.2% | 5,629 | $473K |
| Bleakley Financial Group, LLC | 0.01% | Add +2.9% | 5,627 | $472K |
| Professional Financial Advisors, LLC | 0.13% | Reduce -0.8% | 5,623 | $472K |
| Concord Wealth Partners | 0.08% | Reduce -0.5% | 5,593 | $470K |
| Greenwood Gearhart LLC | 0.04% | New | 5,589 | $469K |
| Sequoia Financial Advisors, LLC | 0.01% | Add +14.8% | 5,578 | $468K |
| Forte Asset Management LLC | 0.28% | No change | 5,574 | $468K |
| GLOBALT Investments LLC / GA | 0.02% | Add +1.5% | 5,567 | $467K |
| HBK Sorce Advisory LLC | 0.02% | Reduce -6.6% | 5,561 | $467K |
| Glass Jacobson Investment Advisors llc | 0.17% | No change | 5,523 | $464K |
| AdvisorNet Financial, Inc | 0.04% | Reduce -8.8% | 5,511 | $463K |
| Bison Wealth, LLC | 0.08% | No change | 5,533 | $462K |
| Warner Financial, Inc. | 0.23% | No change | 5,501 | $462K |
| Pettyjohn, Wood & White, Inc. | 0.09% | No change | 5,492 | $461K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Reduce -18.9% | 5,468 | $459K |
| Optivise Advisory Services LLC | 0.25% | — | 5,465 | $459K |
| Wealthfront Advisers LLC | 0.00% | Reduce -7.7% | 5,463 | $459K |
| Milestone Asset Management, LLC | 0.11% | Reduce -8.9% | 5,454 | $458K |
| Community Trust & Investment Co. | 0.03% | No change | 5,424 | $455K |
| LCNB Corp. | 0.17% | No change | 5,400 | $453K |
| Smart Portfolios, LLC | 0.46% | Reduce -3.0% | 5,388 | $452K |
| Iowa State Bank | 0.10% | Reduce -41.8% | 5,362 | $450K |
| Mendel Money Management | 0.21% | Add +3.7% | 5,335 | $448K |
| Evermay Wealth Management LLC | 0.07% | No change | 5,334 | $448K |
| Sage Capital Advisors,llc | 0.13% | Add +2.4% | 5,331 | $448K |
| Ariadne Wealth Management, LP | 0.35% | — | 5,325 | $447K |
| Silverlake Wealth Management LLC | 0.18% | Reduce -5.5% | 5,317 | $446K |
| Tsfg, LLC | 0.10% | Add +0.3% | 5,296 | $445K |
| OMNI 360 Wealth, Inc. | 0.34% | Reduce -8.7% | 5,273 | $443K |
| Independence Bank of Kentucky | 0.12% | Add +2.4% | 5,252 | $441K |
| Regions Financial Corp. | 0.00% | Reduce -17.3% | 5,252 | $441K |
| First Bank & Trust | 0.09% | Reduce -10.7% | 5,245 | $440K |
| Stokes Family Office, LLC | 0.05% | Reduce -3.3% | 5,233 | $439K |
| Webster Bank, N. A. | 0.05% | No change | 5,226 | $439K |
| Stratos Wealth Advisors, LLC | 0.02% | Reduce -5.7% | 5,222 | $438K |
| Chesley Taft & Associates LLC | 0.02% | New | 5,165 | $434K |
| Fifth Third Securities, Inc. | 0.04% | Reduce -12.1% | 5,114 | $429K |
| My Legacy Advisors, LLC | 0.14% | Reduce -30.2% | 5,102 | $428K |
| Northwest Investment Counselors, LLC | 0.11% | No change | 5,005 | $420K |
| Shelton Capital Management | 0.01% | No change | 5,004 | $420K |
| Venture Visionary Partners LLC | 0.02% | No change | 4,947 | $415K |
| Atlas Brown,Inc. | 0.15% | Add +0.1% | 4,946 | $415K |
| MTM Financial Group, LLC | 0.26% | Add +18.5% | 4,927 | $414K |
| Fifth Third Wealth Advisors LLC | 0.03% | Reduce -9.4% | 4,911 | $412K |
| Latitude Advisors, LLC | 0.25% | Add +2.1% | 4,845 | $407K |
| Arkfeld Wealth Strategies, L.L.C. | 0.21% | Add +0.3% | 4,822 | $406K |
| Mma Asset Management LLC | 0.19% | No change | 4,806 | $404K |
| BNP Paribas Financial Markets | 0.00% | Reduce -76.3% | 4,774 | $401K |
| Kickstand Ventures, Llc. | 0.11% | Reduce -29.4% | 4,764 | $400K |
| CAP Partners, LLC | 0.32% | Reduce -15.5% | 4,756 | $399K |
| QRG Capital Management, Inc. | 0.00% | Add +36.5% | 4,752 | $399K |
| Beaumont Financial Advisors, LLC | 0.03% | Reduce -9.4% | 4,751 | $399K |
| McKinley Carter Wealth Services, Inc. | 0.03% | Reduce -23.3% | 4,730 | $397K |
| Planning Directions Inc. | 0.27% | Reduce -23.2% | 4,725 | $397K |
| Fairview Capital Investment Management, LLC | 0.02% | No change | 4,725 | $397K |
| Kraft, Davis & Associates, LLC | 0.12% | Reduce -7.8% | 4,558 | $394K |
| Skyline Advisors, Inc. | 0.17% | Add +9.1% | 4,682 | $393K |
| Coldstream Capital Management Inc. | 0.01% | Add +7.3% | 4,632 | $389K |
| Rosenberg Matthew Hamilton | 0.11% | Add +43.8% | 4,640 | $389K |
| TSA Wealth Managment LLC | 0.17% | New | 4,624 | $388K |
| Sage Financial Group Inc. | 0.03% | No change | 4,598 | $386K |
| Connecticut Wealth Management, LLC | 0.02% | Reduce -6.7% | 4,553 | $382K |
| Mosaic Financial Group, LLC | 0.27% | No change | 4,550 | $382K |
| TCI Wealth Advisors, Inc. | 0.04% | Reduce -27.1% | 4,534 | $381K |
| MKT Advisors LLC | 0.19% | Add +0.2% | 4,512 | $379K |
| Wesbanco Bank Inc. | 0.01% | No change | 4,456 | $374K |
| Russell Investments Group, Ltd. | 0.00% | Add +63428.6% | 4,447 | $373K |
| SeaCrest Wealth Management, LLC | 0.04% | Add +39.8% | 4,445 | $373K |
| SVB Wealth LLC | 0.01% | Reduce -31.1% | 4,385 | $368K |
| Gateway Advisory, LLC | 0.06% | Reduce -1.7% | 4,358 | $366K |
| WFA of San Diego, LLC | 0.33% | — | 4,354 | $366K |
| Empower Advisory Group, LLC | 0.00% | Reduce -0.7% | 4,332 | $364K |
| Talisman Wealth Advisors LLC | 0.42% | Reduce -3.3% | 4,332 | $364K |
| Granite Bay Wealth Management, LLC | 0.19% | Reduce -27.3% | 4,318 | $363K |
| Heritage Wealth Management, Inc. | 0.12% | — | 4,264 | $359K |
| Legacy Trust | 0.09% | No change | 4,265 | $358K |
| WASHINGTON TRUST Co | 0.01% | Add +80.0% | 4,263 | $358K |
| Bartlett & Co. Wealth Management LLC | 0.01% | No change | 4,252 | $357K |
| Wealthspire Retirement, LLC | 0.03% | Add +0.8% | 4,252 | $357K |
| FineMark National Bank & Trust | 0.01% | Add +0.9% | 4,229 | $355K |
| OneAscent Wealth Management LLC | 0.18% | Reduce -15.6% | 4,217 | $354K |
| Trust Co. of Vermont | 0.02% | Reduce -0.9% | 4,201 | $353K |
| Peapack Gladstone Financial Corp. | 0.01% | No change | 4,150 | $348K |
| Founders Financial Alliance, LLC | 0.10% | Reduce -4.1% | 4,144 | $348K |
| Wintrust Investments LLC | 0.03% | Reduce -35.8% | 4,115 | $345K |
| Grove Bank & Trust | 0.06% | No change | 4,106 | $345K |
| TRUE Private Wealth Advisors | 0.04% | Reduce -6.5% | 4,097 | $344K |
| HTLF Bank | 0.04% | Add +5.8% | 4,094 | $344K |
| Hobart Private Capital, LLC | 0.10% | New | 4,074 | $342K |
| Beacon Financial Group | 0.04% | Reduce -4.3% | 4,027 | $338K |
| Symphony Financial, Ltd. Co. | 0.06% | No change | 3,993 | $336K |
| Fca Corp. | 0.11% | Add +0.1% | 3,997 | $336K |
| Ehrlich Financial Group | 0.26% | Reduce -15.4% | 3,963 | $333K |
| Gen-Wealth Partners Inc | 0.16% | Reduce -58.6% | 3,950 | $332K |
| Triton Financial Group Inc | 0.23% | Reduce -3.6% | 3,929 | $330K |
| Merriman Wealth Management, LLC | 0.01% | No change | 3,925 | $330K |
| Southern Capital Advisors, LLC | 0.20% | Add +0.4% | 3,920 | $329K |
| Shayne & Jacobs, LLC | 0.09% | No change | 3,920 | $329K |
| CVA Family Office, LLC | 0.06% | Reduce -9.6% | 3,918 | $329K |
| TFB Advisors LLC | 0.11% | Add +1.9% | 3,907 | $328K |
| Bourgeon Capital Management LLC | 0.06% | No change | 3,900 | $327K |
| Balentine LLC | 0.01% | Add +0.3% | 3,896 | $327K |
| Uptick Partners, LLC | 0.25% | No change | 3,912 | $327K |
| Silvercrest Asset Management Group LLC | 0.00% | Add +0.4% | 3,867 | $325K |
| SlateStone Wealth, LLC | 0.04% | Reduce -18.6% | 3,846 | $323K |
| ShoreHaven Wealth Partners, LLC | 0.17% | Reduce -65.6% | 3,843 | $323K |
| Westside Investment Management, Inc. | 0.07% | Add +7.1% | 3,838 | $322K |
| Rowlandmiller & Partners.adv | 0.07% | No change | 3,832 | $322K |
| Charles Schwab Investment Management Inc. | 0.00% | New | 3,820 | $321K |
| InTrack Investment Management Inc | 0.23% | Add +6.3% | 3,810 | $320K |
| Tocqueville Asset Management L.P. | 0.01% | No change | 3,804 | $319K |
| Secure Asset Management, LLC | 0.06% | No change | 3,791 | $318K |
| Anchor Capital Advisors LLC | 0.01% | Reduce -3.1% | 3,780 | $317K |
| GenTrust, LLC | 0.02% | No change | 3,774 | $317K |
| Ledyard National Bank | 0.03% | Reduce -0.8% | 3,738 | $314K |
| Horst & Graben Wealth Management LLC | 0.06% | Reduce -40.6% | 3,732 | $313K |
| Wealth Quarterback LLC | 0.18% | Reduce -14.2% | 3,727 | $313K |
| BSW Wealth Partners | 0.05% | No change | 3,727 | $313K |
| LexAurum Advisors, LLC | 0.08% | Add +0.3% | 3,708 | $311K |
| Register Financial Advisors LLC | 0.16% | Add +1.1% | 3,701 | $311K |
| Alan B Lancz & Associates, Inc. | 0.31% | — | 3,700 | $311K |
| Rothschild Wealth LLC | 0.10% | Reduce -2.4% | 3,699 | $311K |
| Cutter & CO Brokerage, Inc. | 0.07% | Reduce -1.0% | 3,666 | $308K |
| M3 Advisory Group, LLC | 0.25% | Reduce -29.4% | 3,649 | $306K |
| Pacific Sun Financial Corp | 0.18% | No change | 3,637 | $305K |
| Parsons Capital Management Inc. | 0.02% | Reduce -2.9% | 3,628 | $305K |
| Oxford Financial Group, LTD. LLC | 0.02% | No change | 3,589 | $301K |
| Teamwork Financial Advisors, LLC | 0.04% | Reduce -22.3% | 3,575 | $300K |
| Clarity Financial LLC | 0.04% | Reduce -1.0% | 3,551 | $298K |
| Destination Wealth Management | 0.01% | Add +2.0% | 3,542 | $297K |
| Aveo Capital Partners, LLC | 0.03% | Reduce -2.5% | 3,539 | $297K |
| Blue Zone Wealth Advisors, LLC | 0.10% | Add +0.6% | 3,532 | $297K |
| Koshinski Asset Management, Inc. | 0.03% | Reduce -19.2% | 3,510 | $295K |
| Tempus Wealth Planning, LLC | 0.12% | Reduce -26.1% | 3,510 | $295K |
| Foguth Wealth Management, LLC. | 0.13% | Reduce -55.8% | 3,483 | $292K |
| Lodestone Wealth Management LLC | 0.15% | Reduce -18.1% | 3,479 | $292K |
| McElhenny Sheffield Capital Management, LLC | 0.10% | Reduce -2.1% | 3,455 | $290K |
| New World Advisors LLC | 0.08% | Add +3.9% | 3,447 | $289K |
| JFS Wealth Advisors, LLC | 0.02% | Reduce -39.0% | 3,443 | $289K |
| Sage Advisory Services, Ltd.Co. | 0.08% | Reduce -14.4% | 3,436 | $288K |
| WealthPLAN Partners, LLC | 0.03% | Reduce -0.5% | 3,430 | $288K |
| Rockwood Wealth Management, LLC | 0.03% | Reduce -0.5% | 3,399 | $285K |
| Cahill Financial Advisors Inc. | 0.04% | Reduce -12.6% | 3,395 | $285K |
| Rockport Wealth LLC | 0.12% | No change | 3,390 | $285K |
| Front Row Advisors LLC | 0.10% | Reduce -5.6% | 3,378 | $284K |
| Merkkuri Wealth Advisors LLC | 0.26% | — | 3,343 | $281K |
| Insigneo Advisory Services, LLC | 0.03% | Reduce -26.4% | 3,289 | $279K |
| Flputnam Investment Management Co. | 0.01% | Add +5.3% | 3,325 | $279K |
| JSF Financial, LLC | 0.09% | Reduce -2.1% | 3,317 | $278K |
| Horan Securities, Inc. | 0.12% | Add +0.1% | 3,309 | $278K |
| Colonial Trust Co / SC | 0.05% | Reduce -10.8% | 3,307 | $278K |
| Clearview Wealth Advisors LLC | 0.24% | Reduce -11.7% | 3,301 | $277K |
| Meridian Investment Counsel Inc. | 0.09% | New | 3,284 | $276K |
| Archer Investment Corp | 0.08% | Reduce -18.9% | 3,269 | $274K |
| Successful Portfolios LLC | 0.19% | Add +0.3% | 3,267 | $274K |
| Solidarity Wealth, LLC | 0.08% | No change | 3,235 | $272K |
| Sandbox Financial Partners, LLC | 0.10% | Add +0.1% | 3,215 | $270K |
| Burns J W & Co. Inc. | 0.04% | No change | 3,200 | $269K |
| Ausdal Financial Partners, Inc. | 0.03% | Reduce -9.8% | 3,191 | $268K |
| WESCAP Management Group, Inc. | 0.08% | No change | 3,163 | $266K |
| Cadence Bank | 0.02% | Reduce -11.1% | 3,158 | $265K |
| Erickson Financial Group, LLC | 0.20% | Reduce -5.3% | 3,142 | $264K |
| Clearwater Capital Advisors, LLC | 0.03% | Reduce -24.1% | 3,131 | $263K |
| Perissos Private Wealth Management, LLC | 0.23% | No change | 3,115 | $262K |
| Alamar Capital Management, LLC | 0.16% | — | 3,114 | $261K |
| Essex Bank | 0.07% | No change | 3,107 | $261K |
| KCM Investment Advisors LLC | 0.01% | No change | 3,100 | $260K |
| Truepoint, Inc. | 0.01% | Reduce -52.9% | 3,098 | $260K |
| Adamsbrown Wealth Consultants LLC | 0.10% | No change | 3,097 | $260K |
| Fluent Financial, LLC | 0.13% | No change | 3,084 | $259K |
| Lantz Financial LLC | 0.08% | Reduce -0.2% | 3,081 | $259K |
| Worth Financial Advisory Group, LLC | 0.17% | Reduce -1.8% | 3,066 | $257K |
| Aire Advisors, LLC | 0.06% | Add +0.1% | 3,062 | $257K |
| Pinnacle Associates Ltd. | 0.00% | Add +10.3% | 3,055 | $256K |
| Synovus Financial Corp. | 0.00% | Reduce -3.9% | 3,053 | $256K |
| W.H. Cornerstone Investments Inc. | 0.18% | Reduce -34.6% | 3,049 | $256K |
| S&T Bank | 0.07% | No change | 3,044 | $256K |
| Quadrature Capital Ltd | 0.00% | New | 3,037 | $255K |
| SYM FINANCIAL Corp | 0.04% | Add +1978.1% | 3,034 | $255K |
| First National Trust Co | 0.01% | No change | 2,984 | $251K |
| Rain Capital Management, LLC | 0.18% | No change | 3,013 | $250K |
| Carl P. Sherr & Co., LLC | 0.14% | No change | 2,966 | $249K |
| Appleton Partners Inc. | 0.02% | Reduce -6.8% | 2,963 | $249K |
| WR Wealth Planners, LLC | 0.08% | Reduce -4.7% | 2,961 | $249K |
| Independent Wealth Network Inc. | 0.11% | Add +1.0% | 2,920 | $245K |
| Beacon Capital Management, LLC | 0.05% | Add +26.4% | 2,914 | $245K |
| Vision Capital Management, Inc. | 0.04% | No change | 2,908 | $244K |
| Trademark Financial Management, LLC | 0.20% | Reduce -20.8% | 2,903 | $244K |
| Insight Advisors, LLC/ PA | 0.04% | Reduce -2.3% | 2,892 | $243K |
| Quadrant Private Wealth Management, LLC | 0.06% | Reduce -59.8% | 2,857 | $240K |
| Courier Capital LLC | 0.02% | Add +9.6% | 2,817 | $237K |
| Kelly Financial Services LLC | 0.08% | Reduce -81.2% | 2,805 | $236K |
| Proficio Capital Partners LLC | 0.02% | No change | 2,800 | $235K |
| Grey Ledge Advisors, LLC | 0.06% | Reduce -3.4% | 2,798 | $235K |
| Boston Trust Walden Corp | 0.00% | No change | 2,767 | $232K |
| MTM Investment Management, LLC | 0.10% | No change | 2,764 | $232K |
| Integrity Financial Corp | 0.14% | Reduce -13.6% | 2,758 | $232K |
| Leavell Investment Management, Inc. | 0.01% | New | 2,749 | $231K |
| NCM Capital Management, LLC | 0.12% | No change | 2,727 | $229K |
| Trexquant Investment LP | 0.00% | Reduce -41.6% | 2,722 | $229K |
| Patten & Patten Inc. | 0.02% | Reduce -15.5% | 2,720 | $228K |
| Dana Investment Advisors, Inc. | 0.01% | Reduce -13.7% | 2,715 | $228K |
| Optimist Retirement Group LLC | 0.12% | No change | 2,712 | $228K |
| Cypress Capital Group | 0.03% | Reduce -6.9% | 2,705 | $227K |
| Shared Vision Wealth Group LLC | 0.13% | Reduce -32.9% | 2,702 | $227K |
| Willner & Heller, LLC | 0.22% | Add +0.3% | 2,696 | $226K |
| Opes Wealth Management LLC | 0.05% | Add +0.2% | 2,694 | $226K |
| Harbour Capital Advisors, LLC | 0.05% | No change | 2,700 | $226K |
| Private Client Services, LLC | 0.14% | Add +0.1% | 2,668 | $224K |
| Lion Street Advisors, LLC | 0.08% | Reduce -5.7% | 2,621 | $220K |
| Foster Victor Wealth Advisors, LLC | 0.02% | Reduce -0.2% | 2,540 | $220K |
| Guidance Capital, Inc. | 0.07% | New | 2,526 | $220K |
| Commonwealth Financial Services, LLC | 0.04% | New | 2,607 | $219K |
| Patton Fund Management, Inc. | 0.05% | No change | 2,593 | $218K |
| WMS Partners, LLC | 0.01% | No change | 2,586 | $217K |
| Wolf Group Capital Advisors | 0.09% | New | 2,585 | $217K |
| Concord Asset Management, LLC | 0.05% | No change | 2,566 | $215K |
| Emergent Wealth Advisors, LLC | 0.17% | Reduce -17.4% | 2,560 | $215K |
| Quantinno Capital Management LP | 0.00% | New | 2,547 | $214K |
| Clarity Capital Advisors, LLC | 0.16% | Add +0.4% | 2,532 | $213K |
| Fulton Bank, N.A. | 0.01% | New | 2,524 | $212K |
| Financial Engines Advisors L.L.C. | 0.00% | Reduce -3.2% | 2,523 | $212K |
| Magnus Financial Group LLC | 0.02% | Reduce -43.6% | 2,513 | $211K |
| Ameliora Wealth Management Ltd. | 0.10% | No change | 2,500 | $210K |
| LVZ, Inc. | 0.03% | No change | 2,494 | $209K |
| Gryphon Financial Partners LLC | 0.03% | Add +1.9% | 2,476 | $208K |
| Regent Peak Wealth Advisors LLC | 0.05% | Reduce -9.7% | 2,475 | $208K |
| SIMA Wealth Partners, LLC | 0.20% | — | 2,474 | $208K |
| HBW Advisory Services LLC | 0.03% | Reduce -11.3% | 2,460 | $207K |
| Valeo Financial Advisors, LLC | 0.01% | Reduce -0.5% | 2,457 | $206K |
| Main Street Financial Solutions, LLC | 0.02% | Reduce -8.4% | 2,447 | $205K |
| Capital Advisory Group Advisory Services, LLC | 0.09% | New | 2,446 | $205K |
| Beese Fulmer Investment Management, Inc. | 0.02% | No change | 2,442 | $205K |
| Financial Gravity Asset Management, Inc. | 0.05% | Reduce -49.6% | 2,439 | $205K |
| Salomon & Ludwin, LLC | 0.02% | No change | 2,431 | $204K |
| Steel Grove Capital Advisors, LLC | 0.03% | Add +0.4% | 2,423 | $203K |
| Hengehold Capital Management LLC | 0.02% | No change | 2,405 | $202K |
| Badgley Phelps Wealth Managers, LLC | 0.01% | No change | 2,400 | $202K |
| Fort Washington Investment Advisors Inc. | 0.00% | New | 2,397 | $201K |
| Signet Financial Management, LLC | 0.03% | Reduce -89.0% | 2,395 | $201K |
| Carson Advisory Inc. | 0.14% | New | 2,393 | $201K |
| Walter & Keenan Wealth Management LLC /in/ | 0.06% | New | 2,385 | $200K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -5.7% | 2,363 | $198K |
| Bokf, NA | 0.00% | Reduce -0.8% | 2,355 | $198K |
| Semmax Financial Advisors Inc. | 0.06% | Reduce -0.0% | 2,241 | $196K |
| Continuum Advisory, LLC | 0.03% | Add +2.1% | 2,280 | $191K |
| Tortoise Investment Management, LLC | 0.02% | Reduce -2.7% | 2,222 | $187K |
| Glen Eagle Advisors, LLC | 0.03% | Add +0.1% | 2,184 | $183K |
| Providence Capital Advisors, LLC | 0.04% | No change | 2,184 | $183K |
| Benjamin Edwards Inc. | 0.03% | Reduce -3.9% | 2,138 | $180K |
| Simplex Trading, LLC | 0.01% | New | 2,123 | $178K |
| Hazlett, Burt & Watson, Inc. | 0.09% | Add +3.5% | 2,078 | $175K |
| Spectrum Wealth Counsel, LLC | 0.02% | Reduce -93.8% | 2,073 | $174K |
| Smithfield Trust Co | 0.01% | No change | 2,073 | $173K |
| St Germain D J Co. Inc. | 0.01% | Add +44.8% | 1,935 | $162K |
| WealthShield Partners, LLC | 0.02% | Reduce -66.8% | 1,930 | $162K |
| Alaska Wealth Advisors, LLC | 0.02% | Reduce -0.1% | 1,891 | $159K |
| Anchor Investment Management, LLC | 0.02% | Add +0.2% | 1,871 | $157K |
| Caldwell Trust Co | 0.02% | No change | 1,836 | $154K |
| Ashton Thomas Securities, LLC | 0.03% | — | 1,703 | $143K |
| Key Financial Inc | 0.03% | Reduce -20.0% | 1,683 | $141K |
| GAMMA Investing LLC | 0.02% | No change | 1,679 | $141K |
| Stephens Consulting, LLC | 0.04% | Add +0.1% | 1,647 | $138K |
| First Horizon Advisors, Inc. | 0.00% | Reduce -69.1% | 1,645 | $138K |
| Ogorek Anthony Joseph /NY/ | 0.05% | Add +0.4% | 1,615 | $135K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.04% | New | 1,576 | $132K |
| Duncker Streett & Co. Inc. | 0.03% | No change | 1,552 | $130K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | Add +6.2% | 1,529 | $128K |
| NBT Bank, N.A. | 0.01% | Reduce -14.2% | 1,495 | $126K |
| Delta Asset Management LLC | 0.01% | No change | 1,488 | $125K |
| Blue Trust, Inc. | 0.00% | No change | 1,492 | $125K |
| Aspire Private Capital, LLC | 0.03% | Reduce -61.0% | 1,474 | $124K |
| Godsey & Gibb, Inc. | 0.01% | New | 1,465 | $123K |
| Wolff Wiese Magana LLC | 0.10% | No change | 1,430 | $120K |
| Parkside Financial Bank & Trust | 0.02% | Add +7.4% | 1,405 | $118K |
| Harbor Investment Advisory, LLC | 0.01% | Add +2.4% | 1,340 | $113K |
| Larson Financial Group LLC | 0.01% | Add +29.1% | 1,323 | $111K |
| Strategic Financial Concepts, LLC | 0.06% | New | 41,826 | $110K |
| Washington Trust Advisors, Inc. | 0.01% | No change | 1,300 | $109K |
| Syntax Research, Inc. | 0.09% | Reduce -12.1% | 1,297 | $109K |
| Coston, McIsaac & Partners | 0.03% | No change | 1,293 | $108K |
| Carolinas Wealth Consulting LLC | 0.02% | Add +0.1% | 1,268 | $106K |
| Signature Resources Capital Management, LLC | 0.09% | No change | 1,259 | $106K |
| Creative Financial Designs Inc. | 0.01% | Reduce -28.0% | 1,169 | $98K |
| EverSource Wealth Advisors, LLC | 0.01% | Reduce -6.5% | 1,091 | $95K |
| Angeles Wealth Management, LLC | 0.01% | No change | 1,126 | $95K |
| Empirical Asset Management, LLC | 0.04% | New | 19,993 | $94K |
| Global Trust Asset Management, LLC | 0.04% | No change | 1,095 | $92K |
| Baldwin Wealth Partners LLC | 0.01% | No change | 1,089 | $91K |
| Macroview Investment Management LLC | 0.10% | Add +0.4% | 1,088 | $91K |
| Main Street Group, LTD | 0.04% | Reduce -11.0% | 1,056 | $88K |
| Brown, Lisle/Cummings, Inc. | 0.03% | No change | 1,028 | $86K |
| Cassady Schiller Wealth Management, LLC | 0.03% | No change | 996 | $84K |
| Triad Wealth Partners, LLC | 0.04% | New | 970 | $81K |
| Great Lakes Retirement, Inc. | 0.01% | New | 947 | $79K |
| Stuart Chaussee & Associates, Inc. | 0.02% | No change | 946 | $79K |
| Bangor Savings Bank | 0.01% | Reduce -14.5% | 861 | $72K |
| JNBA Financial Advisors | 0.01% | No change | 850 | $71K |
| Jackson Hole Capital Partners, LLC | 0.02% | No change | 834 | $70K |
| TruNorth Capital Management, LLC | 0.02% | New | 818 | $69K |
| Indiana Trust & Investment Management Co | 0.03% | No change | 811 | $68K |
| Eagle Bay Advisors LLC | 0.04% | Add +100.0% | 800 | $67K |
| Financial Perspectives, Inc | 0.02% | Reduce -4.5% | 772 | $65K |
| Scarborough Advisors, LLC | 0.03% | No change | 760 | $64K |
| Lindbrook Capital, LLC | 0.01% | No change | 749 | $63K |
| Union Savings Bank | 0.03% | No change | 740 | $62K |
| Guardian Wealth Advisors, LLC / NC | 0.01% | No change | 704 | $59K |
| Orion Capital Management LLC | 0.03% | Reduce -79.8% | 700 | $59K |
| Compass Wealth Management LLC | 0.01% | No change | 700 | $59K |
| Howe & Rusling Inc. | 0.01% | Add +1947.1% | 696 | $58K |
| Balefire, LLC | 0.02% | No change | 684 | $57K |
| Tidemark, LLC | 0.03% | Reduce -10.5% | 680 | $57K |
| Sandy Spring Bank | 0.00% | No change | 675 | $57K |
| Iron Horse Wealth Management, LLC | 0.02% | Add +101.2% | 662 | $56K |
| Hexagon Capital Partners LLC | 0.01% | No change | 629 | $53K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +62400.0% | 625 | $52K |
| ESL Trust Services, LLC | 0.01% | No change | 614 | $52K |
| Coppell Advisory Solutions LLC | 0.01% | — | 612 | $51K |
| Aspect Partners, LLC | 0.03% | No change | 604 | $51K |
| Sumitomo Mitsui Financial Group, Inc. | 0.00% | Reduce -25.4% | 569 | $48K |
| Caldwell Sutter Capital, Inc. | 0.02% | No change | 529 | $44K |
| Element Wealth, LLC | 0.02% | No change | 524 | $44K |
| Global Wealth Strategies & Associates | 0.02% | Reduce -74.3% | 524 | $44K |
| Family Firm, Inc. | 0.01% | New | 524 | $44K |
| Studio Investment Management LLC | 0.01% | Reduce -7.0% | 518 | $43K |
| Stone House Investment Management, LLC | 0.01% | Reduce -93.3% | 504 | $42K |
| Citizens National Bank Trust Department | 0.01% | No change | 500 | $42K |
| Gradient Investments LLC | 0.00% | Add +49700.0% | 498 | $42K |
| Castleview Partners, LLC | 0.02% | Reduce -25.5% | 482 | $40K |
| Financial Freedom, LLC | 0.02% | Add +0.4% | 480 | $40K |
| CNB Bank | 0.02% | New | 471 | $40K |
| BOK Financial Private Wealth, Inc. | 0.00% | No change | 450 | $38K |
| Clear Investment Research, LLC | 0.05% | Add +0.7% | 433 | $36K |
| M&R Capital Management Inc. | 0.01% | No change | 430 | $36K |
| Valley National Advisers Inc. | 0.01% | Reduce -4.0% | 436 | $36K |
| Luken Investment Analytics, LLC | 0.02% | No change | 425 | $36K |
| Highline Wealth Partners LLC | 0.01% | Add +60.4% | 425 | $36K |
| First Personal Financial Services | 0.01% | No change | 400 | $34K |
| Hantz Financial Services, Inc. | 0.00% | Reduce -99.1% | 388 | $33K |
| Gleason Group, Inc. | 0.01% | New | 387 | $32K |
| SJS Investment Consulting Inc. | 0.01% | No change | 387 | $32K |
| JDM Financial Group LLC | 0.02% | No change | 383 | $32K |
| Missouri Trust & Investment Co | 0.01% | No change | 373 | $31K |
| Oakworth Capital, Inc. | 0.00% | Reduce -62.9% | 360 | $30K |
| Headlands Technologies LLC | 0.00% | New | 356 | $30K |
| Beaird Harris Wealth Management, LLC | 0.00% | New | 349 | $29K |
| Horrell Capital Management, Inc. | 0.01% | No change | 340 | $29K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +14.7% | 344 | $29K |
| NFSG Corp | 0.01% | No change | 339 | $28K |
| Arlington Trust Co LLC | 0.01% | Reduce -3.2% | 328 | $28K |
| MCF Advisors LLC | 0.00% | No change | 300 | $25K |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -39.6% | 300 | $25K |
| Albion Financial Group | 0.00% | Add +61.6% | 299 | $25K |
| Annapolis Financial Services, LLC | 0.01% | No change | 290 | $24K |
| Blue Bell Private Wealth Management, LLC | 0.00% | Add +122.4% | 278 | $23K |
| LGT Financial Advisors LLC | 0.05% | Reduce -83.4% | 278 | $23K |
| McIlrath & Eck, LLC | 0.00% | No change | 274 | $23K |
| Fairman Group, LLC | 0.02% | No change | 265 | $22K |
| Mark Sheptoff Financial Planning, LLC | 0.01% | No change | 247 | $21K |
| Lynx Investment Advisory | 0.02% | — | 246 | $21K |
| Quantbot Technologies LP | 0.00% | Reduce -93.9% | 244 | $20K |
| Kings Path Partners LLC | 0.01% | — | 228 | $19K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | No change | 225 | $19K |
| Kozak & Associates, Inc. | 0.00% | No change | 223 | $19K |
| Acima Private Wealth, LLC | 0.01% | No change | 220 | $18K |
| Sittner & Nelson, LLC | 0.01% | No change | 216 | $18K |
| Keener Financial Planning LLC | 0.01% | Reduce -28.7% | 224 | $18K |
| Quent Capital, LLC | 0.00% | Reduce -17.8% | 213 | $18K |
| Atticus Wealth Management, LLC | 0.01% | Reduce -24.2% | 197 | $17K |
| Bfsg, LLC | 0.00% | Reduce -83.0% | 195 | $16K |
| Caitlin John, LLC | 0.01% | No change | 189 | $16K |
| Ritter Daniher Financial Advisory LLC / DE | 0.00% | No change | 184 | $15K |
| Cornerstone Planning Group LLC | 0.00% | Reduce -61.3% | 180 | $15K |
| Prestige Wealth Management Group LLC | 0.00% | No change | 172 | $14K |
| Crewe Advisors LLC | 0.00% | No change | 171 | $14K |
| Pathway Financial Advisers, LLC | 0.00% | Add +170.0% | 162 | $14K |
| Legend Financial Advisors, Inc. | 0.01% | No change | 156 | $13K |
| Creative Capital Management Investments LLC | 0.01% | New | 155 | $13K |
| Avion Wealth | 0.00% | No change | 161 | $13K |
| FinTrust Capital Advisors, LLC | 0.00% | No change | 144 | $12K |
| FWL Investment Management, LLC | 0.01% | Add +0.0% | 143 | $12K |
| Foster Dykema Cabot & Partners, LLC | 0.00% | No change | 143 | $12K |
| Global Financial Private Client, LLC | 0.01% | Reduce -47.6% | 142 | $12K |
| New Millennium Group LLC | 0.01% | New | 137 | $12K |
| Activest Wealth Management | 0.00% | New | 137 | $12K |
| Plante Moran Financial Advisors, LLC | 0.00% | No change | 130 | $11K |
| Redwood Wealth Management Group, LLC | 0.01% | New | 125 | $10K |
| Opal Wealth Advisors, LLC | 0.00% | New | 121 | $10K |
| Hershey Financial Advisers, LLC | 0.01% | — | 117 | $10K |
| PFS Partners, LLC | 0.01% | No change | 109 | $9K |
| Rothschild Investment LLC | 0.00% | No change | 98 | $8K |
| ICA Group Wealth Management, LLC | 0.00% | Reduce -97.2% | 94 | $8K |
| Family Asset Management, LLC | 0.00% | No change | 88 | $7K |
| AllSquare Wealth Management LLC | 0.00% | No change | 88 | $7K |
| Transamerica Financial Advisors, LLC | 0.00% | No change | 73 | $7K |
| Tucker Asset Management LLC | 0.00% | No change | 83 | $7K |
| Venturi Wealth Management, LLC | 0.00% | Reduce -48.1% | 82 | $7K |
| Janiczek Wealth Management, LLC | 0.00% | Add +88.4% | 81 | $7K |
| Chesapeake Asset Management LLC | 0.01% | New | 77 | $6K |
| Kiely Wealth Advisory Group, Inc. | 0.00% | No change | 71 | $6K |
| CGC Financial Services, LLC | 0.00% | Reduce -49.6% | 68 | $6K |
| Sound Income Strategies, LLC | 0.00% | Reduce -95.9% | 64 | $5K |
| Bay Harbor Wealth Management, LLC | 0.00% | No change | 64 | $5K |
| American Capital Advisory, LLC | 0.00% | Reduce -94.8% | 65 | $5K |
| Provenance Wealth Advisors, LLC | 0.00% | New | 51 | $4K |
| Dunhill Financial, LLC | 0.00% | No change | 50 | $4K |
| Investors Research Corp | 0.00% | No change | 41 | $3K |
| Oliver Lagore Vanvalin Investment Group | 0.00% | Reduce -43.7% | 40 | $3K |
| Realta Investment Advisors | 0.00% | Reduce -70.7% | 39 | $3K |
| Motco | 0.00% | No change | 38 | $3K |
| Bogart Wealth, LLC | 0.00% | Reduce -78.8% | 38 | $3K |
| ZynergyRetirementPlanningLLC | 0.00% | — | 33 | $3K |
| Pinnacle Bancorp, Inc. | 0.00% | New | 33 | $3K |
| Pittenger & Anderson Inc. | 0.00% | No change | 17 | $1K |
| Cape Investment Advisory, Inc. | 0.00% | Reduce -37.0% | 17 | $1K |
| AlphaMark Advisors, LLC | 0.00% | New | 6 | $1K |
| Phillips Financial Management, LLC | 0.00% | No change | 8 | $677 |
| HM Payson & Co. | 0.00% | New | 8 | $672 |
| Country Trust Bank | 0.00% | New | 3 | $252 |
"% of holder's portfolio" is USMV's weight in each manager's 13F, not the share of iShares MSCI USA Min Vol Fac the manager owns.