iShares MSCI USA Min Vol FacUSMVETF
13F holders, Q3 2024 (September 30)1,190holders +24
78new positions
58sold out
4famous investors
$91.28avg. 13F price*
At the end of Q3 2024, 1,190 institutions reported holding iShares MSCI USA Min Vol Fac (USMV) in their 13F filings, up 24 from Q2 2024. 78 opened new positions and 58 sold out. The largest holders were Morgan Stanley ($2.0B), Bank of America Corp. ($1.5B) and FMR LLC ($1.3B). 4 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and Israel Englander (0.0% of Millennium 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 Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 78 | $190.0M |
| Exits | 58 | $71.2M |
All 13F filers, Q2 2024 → Q3 2024: 9,664,089 shares bought and 22,518,059 shares sold, net −12,853,970 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,190 holders
| Morgan Stanley | 0.14% | Add +2.7% | 21,823,928 | $2.0B |
| Bank of America Corp. | 0.13% | Add +1.8% | 16,268,516 | $1.5B |
| FMR LLC | 0.08% | Reduce -2.6% | 14,153,452 | $1.3B |
| Raymond James & Associates | 0.57% | Reduce -36.3% | 10,245,944 | $935.6M |
| PNC Financial Services Group, Inc. | 0.58% | Add +0.9% | 9,905,008 | $904.4M |
| LPL Financial LLC | 0.22% | Add +6.9% | 5,357,623 | $489.2M |
| BlackRock, Inc. | 0.01% | — | 5,205,147 | $475.3M |
| Envestnet Asset Management Inc. | 0.14% | Reduce -4.1% | 4,765,159 | $435.1M |
| Alaska Permanent Fund Corp | 6.28% | Reduce -1.7% | 4,698,387 | $429.0M |
| UBS Group AG | 0.10% | Reduce -1.9% | 3,842,193 | $350.8M |
| Wells Fargo & Company | 0.08% | Reduce -1.8% | 3,775,484 | $344.7M |
| Raymond James Financial Services Advisors, Inc. | 0.43% | Reduce -16.0% | 3,564,758 | $325.5M |
| JPMorgan Chase & Co. | 0.03% | Reduce -38.9% | 3,486,561 | $318.4M |
| Millburn Ridgefield LLC | 8.31% | Reduce -5.1% | 3,470,558 | $316.9M |
| Catalyst Capital Advisors LLC | 7.14% | Reduce -5.1% | 3,470,558 | $316.9M |
| Wealth Enhancement Advisory Services, LLC | 0.63% | Add +0.1% | 3,204,000 | $292.4M |
| Ameriprise Financial Inc. | 0.05% | Reduce -9.7% | 2,309,618 | $210.9M |
| Commonwealth Equity Services, LLC | 0.30% | Reduce -7.0% | 2,159,424 | $197.2M |
| Cerity Partners LLC | 0.43% | Add +0.8% | 2,134,175 | $194.9M |
| Northwestern Mutual Wealth Management Co. | 0.17% | Reduce -2.3% | 2,057,321 | $187.9M |
| Mercer Global Advisors Inc. | 0.41% | Reduce -11.2% | 1,923,472 | $175.3M |
| Horizon Investments, LLC | 4.56% | Add +119.8% | 1,880,207 | $171.7M |
| Cetera Investment Advisers | 0.36% | Reduce -1.1% | 1,824,049 | $166.6M |
| Royal Bank of Canada | 0.03% | Reduce -3.0% | 1,693,124 | $154.6M |
| Assetmark, Inc. | 0.42% | Add +0.1% | 1,596,067 | $145.7M |
| Sei Investments Co. | 0.18% | Add +18.8% | 1,518,924 | $138.7M |
| Cambridge Investment Research Advisors, Inc. | 0.45% | Reduce -1.6% | 1,462,009 | $133.5M |
| Osaic Holdings, Inc. | 0.28% | Add +35.4% | 1,347,532 | $123.1M |
| US Bancorp \de | 0.16% | Reduce -5.3% | 1,342,435 | $122.6M |
| Bank of New York Mellon Corp | 0.02% | Add +28.2% | 1,284,516 | $117.3M |
| Mariner, LLC | 0.19% | Reduce -2.3% | 1,179,518 | $107.7M |
| Johnson Investment Counsel Inc. | 1.00% | Add +6.5% | 1,112,249 | $101.6M |
| Dynasty Wealth Management, LLC | 3.06% | Add +7.7% | 1,110,385 | $101.4M |
| Financial Advisors, LLC | 19.30% | Add +1.5% | 1,109,209 | $101.3M |
| Securian Asset Management, Inc. | 2.86% | Reduce -7.9% | 1,086,062 | $99.2M |
| Brookstone Capital Management | 1.36% | Reduce -1.5% | 1,010,415 | $92.3M |
| Quotient Wealth Partners, LLC | 3.00% | Add +1.6% | 1,000,897 | $91.4M |
| Captrust Financial Advisors | 0.25% | Reduce -84.8% | 911,396 | $83.2M |
| Russell Investments Group, Ltd. | 0.10% | Add +17138.9% | 766,612 | $70.0M |
| HighTower Advisors, LLC | 0.10% | Reduce -1.0% | 739,768 | $67.5M |
| Cwm, LLC | 0.29% | Add +10.7% | 728,740 | $66.5M |
| Ocean Park Asset Management, LLC | 2.63% | Add +506.9% | 655,584 | $59.9M |
| MML Investors Services, LLC | 0.22% | Reduce -3.1% | 646,650 | $59.0M |
| Integrated Wealth Concepts LLC | 0.71% | Add +7.4% | 634,509 | $57.9M |
| Steward Partners Investment Advisory, LLC | 0.52% | Add +14.1% | 614,976 | $56.2M |
| Janney Montgomery Scott LLC | 0.15% | Reduce -0.6% | 585,843 | $53.5M |
| Geneos Wealth Management Inc. | 1.91% | Add +0.5% | 548,456 | $50.1M |
| Private Advisor Group, LLC | 0.30% | Reduce -6.9% | 529,830 | $48.4M |
| Carrera Capital Advisors | 11.65% | Add +32.2% | 521,775 | $47.6M |
| ARS Wealth Advisors Group, LLC | 5.84% | Add +0.1% | 520,388 | $47.5M |
| NewEdge Advisors, LLC | 0.30% | Add +2.3% | 510,584 | $46.6M |
| HSBC Holdings PLC | 0.03% | No change | 500,000 | $45.4M |
| Glenmede Trust Co. NA | 0.20% | Reduce -2.1% | 449,459 | $41.0M |
| Allianz SE | 1.11% | Add +55.7% | 448,784 | $41.0M |
| Truist Financial Corp. | 0.06% | Add +30.8% | 430,282 | $39.3M |
| Fragasso Financial Advisors Inc | 2.97% | Reduce -19.2% | 424,062 | $38.7M |
| Stifel Financial Corp. | 0.04% | Add +2.8% | 420,790 | $38.4M |
| Klingman & Associates, LLC | 2.17% | Reduce -1.0% | 384,567 | $35.1M |
| Equitable Holdings, Inc. | 0.34% | Add +0.9% | 383,640 | $35.0M |
| Barclays PLC | 0.01% | Reduce -42.4% | 373,146 | $34.1M |
| Keybank National Association | 0.13% | Reduce -8.5% | 369,965 | $33.8M |
| Allianz Asset Management GmbH | 0.05% | No change | 364,017 | $33.2M |
| Halpern Financial, Inc. | 8.48% | Reduce -3.2% | 362,245 | $33.0M |
| Facet Wealth, Inc. | 0.89% | Add +10.0% | 347,943 | $31.3M |
| Insight Wealth Strategies, LLC | 4.08% | Add +10.2% | 339,326 | $31.0M |
| High Probability Advisors, LLC | 5.22% | Reduce -1.4% | 335,460 | $30.6M |
| Alpine Bank Wealth Management | 4.79% | — | 328,317 | $30.0M |
| GDS Wealth Management | 2.91% | Reduce -2.9% | 327,034 | $29.9M |
| Apella Capital, LLC | 1.19% | Add +1.6% | 319,280 | $29.0M |
| Atria Wealth Solutions, Inc. | 0.31% | Reduce -0.8% | 314,813 | $28.7M |
| Executive Wealth Management, LLC | 2.25% | Add +21.8% | 314,228 | $28.7M |
| Focus Partners Wealth | 0.09% | Reduce -71.9% | 310,005 | $28.3M |
| Capstone Investment Advisors, LLC | 0.96% | Reduce -45.2% | 300,000 | $27.4M |
| Sykon Capital LLC | 9.66% | New | 299,725 | $27.4M |
| OneDigital Investment Advisors LLC | 0.31% | Reduce -2.0% | 298,992 | $27.3M |
| Kestra Advisory Services, LLC | 0.15% | Reduce -13.2% | 297,502 | $27.2M |
| Choreo, LLC | 0.40% | Reduce -3.0% | 295,823 | $27.0M |
| Rakuten Investment Management, Inc. | 0.16% | Reduce -1.6% | 291,703 | $26.6M |
| Stratos Wealth Partners, LTD. | 0.39% | Reduce -5.6% | 290,570 | $26.5M |
| Alliancebernstein L.P. | 0.01% | Reduce -7.6% | 287,960 | $26.3M |
| Trilogy Capital Inc. | 1.31% | Reduce -4.2% | 285,234 | $26.0M |
| Sovereign Investment Advisors, LLC | 8.52% | Reduce -12.1% | 284,538 | $26.0M |
| Citizens Financial Group Inc. | 0.51% | Reduce -1.1% | 279,541 | $25.5M |
| Rehmann Capital Advisory Group | 1.65% | Reduce -1.4% | 276,121 | $25.2M |
| Citigroup Inc. | 0.02% | Reduce -18.6% | 265,224 | $24.2M |
| Envestnet Portfolio Solutions, Inc. | 0.08% | Add +8.1% | 259,960 | $23.7M |
| Cornerstone Wealth Management, LLC | 1.66% | Reduce -0.0% | 258,611 | $23.6M |
| Capital Advisors, Ltd. LLC | 2.89% | Reduce -2.7% | 255,527 | $23.3M |
| Lineweaver Wealth Advisors, LLC | 4.40% | Reduce -0.7% | 253,242 | $23.1M |
| MV Capital Management, Inc. | 2.43% | Reduce -4.2% | 250,757 | $22.9M |
| Well Done, LLC | 4.18% | Add +16.4% | 250,574 | $22.9M |
| Beacon Pointe Advisors, LLC | 0.25% | Reduce -3.9% | 239,731 | $21.9M |
| Lowe Wealth Advisors, LLC | 9.12% | Add +0.1% | 231,921 | $21.2M |
| Cassia Capital Partners, LLC | 13.90% | Reduce -3.2% | 230,591 | $21.1M |
| Avantax Advisory Services, Inc. | 0.14% | Reduce -2.9% | 227,238 | $20.7M |
| Baron Silver Stevens Financial Advisors, LLC | 3.61% | Add +0.2% | 226,484 | $20.7M |
| Adaptive Financial Consulting, LLC | 8.41% | Reduce -0.0% | 226,260 | $20.7M |
| Sanctuary Advisors, LLC | 0.13% | Reduce -4.2% | 218,074 | $20.4M |
| Valmark Advisers, Inc. | 0.31% | Add +0.7% | 219,949 | $20.1M |
| Summit Wealth Partners, LLC | 3.87% | Reduce -1.1% | 219,886 | $20.1M |
| Wealth Advisors of Iowa, LLC | 10.14% | New | 218,147 | $19.9M |
| Jones Financial Companies LLLP | 0.02% | Add +132.3% | 218,286 | $19.9M |
| Journey Advisory Group, LLC | 2.36% | Reduce -1.7% | 234,153 | $19.7M |
| Raymond James Trust N.A. | 0.42% | Reduce -10.7% | 211,729 | $19.3M |
| Creative Planning | 0.02% | Reduce -0.3% | 209,550 | $19.1M |
| Comerica Bank | 0.08% | Reduce -3.3% | 208,744 | $19.1M |
| Syntegra Private Wealth Group, LLC | 2.19% | Add +2.0% | 208,087 | $19.0M |
| FFT Wealth Management LLC | 1.44% | No change | 207,455 | $18.9M |
| Custos Family Office, LLC | 6.70% | Add +6.3% | 202,644 | $18.5M |
| World Investment Advisors | 0.55% | Add +278.2% | 191,915 | $17.5M |
| M&T Bank Corp | 0.06% | Reduce -8.6% | 189,896 | $17.3M |
| Lester Murray Antman dba SimplyRich | 4.83% | Add +0.4% | 189,595 | $17.3M |
| Park Avenue Securities LLC | 0.19% | Add +837.9% | 189,185 | $17.3M |
| Rockefeller Capital Management L.P. | 0.05% | Add +0.3% | 187,402 | $17.1M |
| Wealth Management Resources, Inc. | 6.82% | Add +0.8% | 186,276 | $17.0M |
| Stock Yards Bank & Trust Co. | 0.54% | Reduce -6.8% | 183,938 | $16.8M |
| Savant Capital, LLC | 0.14% | Add +1719.5% | 179,345 | $16.4M |
| Intrust Bank NA | 1.63% | Reduce -1.0% | 177,993 | $16.3M |
| Avidian Wealth Enterprises, LLC | 0.72% | Add +2578.5% | 173,645 | $15.9M |
| Leonard Rickey Investment Advisors P.L.L.C. | 3.60% | Add +0.1% | 173,475 | $15.8M |
| Mirae Asset Global Investments Co., Ltd. | 0.07% | New | 170,000 | $15.5M |
| TD Capital Management LLC | 1.55% | Reduce -1.5% | 169,482 | $15.5M |
| Manning & Napier Advisors LLC | 0.17% | Add +0.1% | 166,935 | $15.2M |
| Leelyn Smith, LLC | 2.73% | Reduce -6.0% | 165,484 | $15.1M |
| Armbruster Capital Management, Inc. | 2.99% | Reduce -4.3% | 164,667 | $15.0M |
| Cresset Asset Management, LLC | 0.06% | Add +14.0% | 164,430 | $15.0M |
| Sigma Planning Corp | 0.45% | Add +2.0% | 161,741 | $14.8M |
| Walled Lake Planning & Wealth Management, LLC | 5.53% | Add +1.5% | 161,099 | $14.7M |
| Trinity Wealth Management, LLC | 6.69% | Add +1.5% | 159,794 | $14.6M |
| MAI Capital Management | 0.14% | Reduce -3.5% | 159,538 | $14.6M |
| United Capital Financial Advisors, LLC | 0.12% | Reduce -2.2% | 155,740 | $14.2M |
| Thrivent Financial for Lutherans | 0.03% | Reduce -33.6% | 154,045 | $14.1M |
| Darrow Company, Inc. | 8.16% | Add +3.6% | 153,662 | $14.0M |
| NorthCoast Asset Management LLC | 0.10% | Reduce -52.3% | 153,106 | $14.0M |
| White Pine Investment CO | 3.73% | Reduce -1.5% | 148,901 | $13.6M |
| Asset Advisors Investment Management, LLC | 1.39% | Add +5.9% | 146,127 | $13.3M |
| Barrett & Company, Inc. | 5.77% | Add +6.5% | 145,967 | $13.3M |
| Summit Global Investments | 0.85% | Reduce -1.4% | 145,370 | $13.3M |
| Founders Financial Securities LLC | 1.20% | Add +37.0% | 142,916 | $13.0M |
| Anderson Hoagland & Co. | 1.33% | Reduce -1.3% | 143,229 | $13.0M |
| Rwa Wealth Partners, LLC | 0.16% | New | 142,362 | $13.0M |
| Ironwood Wealth Management, Inc. | 6.31% | Reduce -29.8% | 141,380 | $12.9M |
| Enzi Wealth | 4.96% | Add +4.5% | 137,010 | $12.7M |
| Baird Financial Group, Inc. | 0.02% | Reduce -5.0% | 138,354 | $12.6M |
| CreativeOne Wealth, LLC | 0.43% | Reduce -4.3% | 137,050 | $12.5M |
| OVERSEA-CHINESE BANKING Corp Ltd | 0.34% | New | 133,596 | $12.2M |
| Tradition Wealth Management, LLC | 1.08% | Add +3.5% | 133,097 | $12.2M |
| D.A. Davidson & Co. | 0.10% | Add +1.8% | 131,331 | $12.0M |
| Two Sigma Advisers, LP | 0.03% | New | 131,200 | $12.0M |
| Pacific Center for Financial Services | 3.14% | Reduce -0.3% | 130,466 | $11.9M |
| Clearstead Advisors, LLC | 0.18% | Reduce -10.2% | 129,772 | $11.8M |
| Birchbrook, Inc. | 6.50% | Add +3.9% | 128,337 | $11.7M |
| Flagship Private Wealth, LLC | 6.03% | Add +12.1% | 128,139 | $11.7M |
| Symmetry Partners, LLC | 2.77% | Reduce -83.4% | 127,830 | $11.7M |
| Concurrent Investment Advisors, LLC | 0.34% | Reduce -5.5% | 127,036 | $11.6M |
| Two Sigma Investments, LP | 0.03% | New | 126,600 | $11.6M |
| Gerber Kawasaki Wealth & Investment Management | 0.53% | Reduce -0.6% | 126,118 | $11.5M |
| Lido Advisors, LLC | 0.09% | Reduce -14.5% | 124,948 | $11.4M |
| KilterHowling LLC | 7.13% | Add +1.7% | 124,357 | $11.4M |
| Meridian Wealth Advisors, LLC | 1.89% | Reduce -8.7% | 124,045 | $11.3M |
| IHT Wealth Management, LLC | 0.32% | Add +40.7% | 123,940 | $11.3M |
| Money Concepts Capital Corp. | 0.85% | Add +3.4% | 122,178 | $11.2M |
| Garrett Wealth Advisory Group, LLC | 2.70% | Add +2.2% | 119,817 | $10.9M |
| Kwmg, LLC | 1.10% | Add +0.2% | 119,478 | $10.9M |
| Spectrum Asset Management, Inc. (NB/CA) | 4.58% | Add +0.7% | 118,553 | $10.8M |
| Winthrop Capital Management, LLC | 5.14% | Add +0.1% | 118,129 | $10.8M |
| Fortune Financial Advisors, LLC | 9.75% | Reduce -0.0% | 117,871 | $10.8M |
| Capital Planning LLC | 3.00% | Reduce -0.4% | 117,013 | $10.7M |
| Global Retirement Partners, LLC | 0.32% | Add +173.9% | 115,700 | $10.6M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -21.8% | 115,608 | $10.6M |
| Modus Advisors, LLC | 3.42% | Reduce -2.5% | 113,847 | $10.4M |
| Verus Capital Partners, LLC | 1.01% | Reduce -1.6% | 113,184 | $10.3M |
| Citadel Advisors | 0.01% | Add +63.9% | 110,993 | $10.1M |
| MA Private Wealth | 1.89% | Reduce -59.8% | 110,781 | $10.1M |
| Northwest & Ethical Investments L.P. | 0.26% | Add +104.3% | 109,700 | $10.0M |
| Tyler-Stone Wealth Management | 1.86% | Add +93.8% | 107,602 | $9.8M |
| Sowell Financial Services LLC | 0.45% | Add +3.2% | 107,237 | $9.8M |
| Brickley Wealth Management | 1.98% | Reduce -2.2% | 106,533 | $9.7M |
| Moneco Advisors, LLC | 1.20% | Add +0.7% | 105,859 | $9.7M |
| Macquarie Group Ltd. | 0.01% | New | 104,463 | $9.5M |
| Aspiriant, LLC | 0.36% | Reduce -0.1% | 104,321 | $9.5M |
| Nations Financial Group Inc, /Ia/ | 0.69% | Reduce -0.3% | 104,176 | $9.5M |
| Qube Research & Technologies Ltd | 0.02% | Reduce -81.3% | 103,596 | $9.5M |
| Ancora Advisors LLC | 0.22% | Reduce -2.5% | 103,536 | $9.5M |
| Bellwether Advisors, LLC | 1.81% | Add +0.2% | 103,257 | $9.4M |
| Constant Guidance Financial LLC | 7.97% | New | 102,910 | $9.4M |
| J.W. Cole Advisors, Inc. | 0.39% | Add +1.9% | 101,507 | $9.3M |
| Bay Rivers Group | 4.57% | Reduce -0.2% | 100,834 | $9.2M |
| Banco Santander, S.A. | 0.11% | Add +1.4% | 100,623 | $9.2M |
| Keeler & Nadler Financial Planning & Wealth Management | 4.47% | Reduce -15.3% | 100,502 | $9.2M |
| MorganRosel Wealth Management, LLC | 3.02% | Add +1.9% | 100,316 | $9.2M |
| New England Private Wealth Advisors LLC | 1.47% | Add +2.0% | 99,904 | $9.1M |
| Running Point Capital Advisors, LLC | 3.51% | Reduce -5.2% | 99,584 | $9.1M |
| Snowden Capital Advisors LLC | 0.27% | Add +1.0% | 99,209 | $9.1M |
| Beacon Bank & Trust | 2.12% | Add +53.2% | 98,881 | $9.0M |
| First Hawaiian Bank | 0.29% | Reduce -1.3% | 98,510 | $9.0M |
| Parallel Advisors, LLC | 0.21% | Reduce -2.8% | 96,117 | $8.8M |
| Principal Securities, Inc. | 0.21% | Reduce -17.4% | 95,820 | $8.7M |
| Financial Enhancement Group LLC | 1.69% | New | 119,723 | $8.7M |
| Jmac Enterprises LLC | 1.39% | Add +4.8% | 94,994 | $8.7M |
| Gladstone Institutional Advisory LLC | 0.42% | Reduce -5.0% | 94,384 | $8.6M |
| Calamos Wealth Management LLC | 0.44% | No change | 92,828 | $8.5M |
| Ameritas Advisory Services, LLC | 0.36% | Add +31.9% | 91,876 | $8.4M |
| Corient Private Wealth LP | 0.01% | Add +81.3% | 91,207 | $8.3M |
| Sheridan Capital Management, LLC | 5.87% | Reduce -0.4% | 90,909 | $8.3M |
| Per Stirling Capital Management, LLC. | 1.15% | Reduce -2.6% | 90,884 | $8.3M |
| Royal Harbor Partners, LLC | 3.14% | New | 88,526 | $8.1M |
| Blair William & Co. | 0.02% | Reduce -4.4% | 88,407 | $8.1M |
| SageView Advisory Group, LLC | 0.41% | Reduce -10.3% | 88,047 | $8.0M |
| Van Hulzen Asset Management, LLC | 0.58% | Reduce -0.9% | 87,668 | $8.0M |
| Evergreen Capital Management LLC | 0.27% | Reduce -1.4% | 87,539 | $8.0M |
| Financial Advocates Investment Management | 0.45% | Add +43.2% | 87,309 | $8.0M |
| Prospera Financial Services Inc | 0.20% | Reduce -1.3% | 85,863 | $7.8M |
| Legacy Financial Advisors, Inc. | 1.31% | Reduce -14.6% | 85,119 | $7.8M |
| Family Capital Trust Co | 2.49% | Reduce -0.2% | 84,803 | $7.7M |
| Smart Money Group LLC | 2.74% | Reduce -3.7% | 85,439 | $7.7M |
| Diversify Advisory Services, LLC | 0.41% | Add +10.5% | 82,946 | $7.6M |
| Axxcess Wealth Management, LLC | 0.19% | Reduce -39.6% | 82,035 | $7.5M |
| Shepherd Kaplan Krochuk, LLC | 5.58% | Reduce -11.3% | 80,969 | $7.4M |
| Capital Asset Advisory Services LLC | 0.37% | Reduce -39.4% | 81,098 | $7.4M |
| Legacy Advisory Services, LLC | 6.24% | Add +0.6% | 79,509 | $7.3M |
| Mayflower Financial Advisors, LLC | 1.08% | Reduce -3.4% | 78,484 | $7.2M |
| 1900 Wealth Management LLC | 0.61% | Reduce -11.8% | 78,433 | $7.2M |
| Hobbs Group Advisors, LLC | 2.54% | Add +143.3% | 77,685 | $7.1M |
| EP Wealth Advisors, LLC | 0.06% | Add +12.7% | 76,807 | $7.0M |
| Wharton Business Group, LLC | 0.31% | Reduce -1.0% | 75,955 | $6.9M |
| L. Roy Papp & Associates, LLP | 0.84% | Reduce -0.7% | 75,914 | $6.9M |
| Hibernia Wealth Partners, LLC | 2.36% | Add +0.1% | 74,543 | $6.8M |
| Mather Group, Llc. | 0.09% | Reduce -1.0% | 74,407 | $6.8M |
| Essex Financial Services, Inc. | 0.49% | Reduce -2.3% | 73,347 | $6.8M |
| High Net Worth Advisory Group LLC | 1.86% | Reduce -3.5% | 73,108 | $6.7M |
| Moloney Securities Asset Management, LLC | 0.90% | Reduce -0.7% | 72,785 | $6.6M |
| Kennedy Investment Group, Inc. | 3.02% | Add +4.3% | 71,945 | $6.6M |
| FAS Wealth Partners, Inc. | 0.52% | Add +0.3% | 71,752 | $6.6M |
| Merit Financial Group, LLC | 0.14% | Reduce -8.2% | 70,167 | $6.4M |
| Investment Advisory Group, LLC | 2.21% | Reduce -1.1% | 69,883 | $6.4M |
| Dakota Wealth Management | 0.14% | Reduce -5.4% | 69,511 | $6.3M |
| Shore Point Advisors, LLC | 3.34% | Reduce -0.8% | 68,407 | $6.2M |
| Able Wealth Management LLC | 4.73% | Add +0.2% | 68,312 | $6.2M |
| Guerra Pan Advisors, LLC | 4.99% | Add +1.0% | 68,313 | $6.2M |
| Allred Capital Management, LLC | 2.45% | Reduce -0.7% | 68,143 | $6.2M |
| Astoria Portfolio Advisors LLC. | 2.11% | Add +1074.3% | 67,216 | $6.2M |
| FDx Advisors, Inc. | 1.68% | Reduce -2.9% | 67,485 | $6.2M |
| EdgeRock Capital LLC | 4.31% | Add +5.3% | 67,158 | $6.1M |
| IFG Advisory, LLC | 0.39% | Reduce -17.6% | 67,123 | $6.1M |
| Foundations Investment Advisors, LLC | 0.13% | Add +5.3% | 66,647 | $6.1M |
| Susquehanna International Group, LLP | 0.01% | Add +17.6% | 65,892 | $6.0M |
| Cambridge Associates LLC /Ma/ | 0.23% | No change | 65,881 | $6.0M |
| Flow Traders U.S. LLC | 0.30% | Add +194.5% | 65,857 | $6.0M |
| Petix & Botte Co | 1.60% | Add +4.1% | 65,660 | $6.0M |
| Rothschild Wealth LLC | 1.77% | Add +1318.5% | 52,471 | $5.9M |
| Sequent Asset Management, LLC | 2.92% | Reduce -8.6% | 64,872 | $5.9M |
| Csenge Advisory Group | 0.31% | Add +3.9% | 64,281 | $5.9M |
| AE Wealth Management LLC | 0.05% | Reduce -3.0% | 64,009 | $5.8M |
| Franklin Resources Inc. | 0.00% | Reduce -1.2% | 62,141 | $5.8M |
| Graham Capital Wealth Management, LLC | 6.06% | Reduce -13.7% | 62,716 | $5.7M |
| Wells Financial Advisors INC | 7.71% | Reduce -5.7% | 62,467 | $5.7M |
| Perigon Wealth Management, LLC | 0.15% | Reduce -7.3% | 62,252 | $5.7M |
| Apollon Financial, LLC | 1.67% | Add +0.3% | 62,021 | $5.7M |
| Mgo One Seven LLC | 0.24% | Add +6.6% | 61,333 | $5.6M |
| Kingsview Wealth Management, LLC | 0.12% | Add +117.8% | 60,996 | $5.6M |
| Choate Investment Advisors | 0.14% | Reduce -12.0% | 60,697 | $5.5M |
| Kathleen S. Wright Associates Inc. | 2.28% | Reduce -2.0% | 60,485 | $5.5M |
| Mandatum Life Insurance Co Ltd | 1.69% | No change | 60,455 | $5.5M |
| Haverford Trust Co | 0.05% | Add +19.0% | 59,993 | $5.5M |
| Apexium Financial, LP | 0.36% | Reduce -3.9% | 59,549 | $5.4M |
| Allworth Financial LP | 0.03% | Reduce -4.6% | 59,409 | $5.4M |
| Apollon Wealth Management, LLC | 0.15% | Reduce -14.3% | 59,045 | $5.4M |
| Camden National Bank | 0.77% | Reduce -10.8% | 58,556 | $5.3M |
| Modern Wealth Management, LLC | 0.33% | Reduce -0.4% | 58,014 | $5.3M |
| Atria Investments, Inc | 0.07% | Reduce -0.4% | 57,930 | $5.3M |
| Aptus Capital Advisors, LLC | 0.08% | Reduce -17.8% | 56,097 | $5.1M |
| Townsquare Capital LLC | 0.06% | Reduce -4.3% | 56,003 | $5.1M |
| RHS Financial, LLC | 2.56% | Reduce -3.9% | 55,634 | $5.1M |
| Ade, LLC | 3.12% | Reduce -3.3% | 55,576 | $5.1M |
| Independent Financial Group, LLC | 0.18% | Reduce -18.1% | 54,245 | $5.0M |
| Tompkins Financial Corp. | 0.47% | Add +4.0% | 53,547 | $4.9M |
| Kingswood Wealth Advisors, LLC | 0.35% | Reduce -20.6% | 53,161 | $4.9M |
| Crestwood Advisors Group, LLC | 0.09% | Reduce -8.1% | 52,898 | $4.8M |
| Altus Wealth Group LLC | 2.04% | Reduce -12.5% | 52,267 | $4.8M |
| CFM Wealth Partners LLC | 0.83% | Add +2.0% | 52,219 | $4.8M |
| McNaughton Wealth Management, LLC | 2.31% | Add +2.4% | 51,923 | $4.7M |
| Cordatus Wealth Management LLC | 1.70% | Reduce -0.1% | 51,887 | $4.7M |
| Round Rock Advisors LLC | 1.11% | Reduce -0.5% | 51,821 | $4.7M |
| Orion Porfolio Solutions, LLC | 0.05% | Reduce -9.1% | 51,543 | $4.7M |
| Orion Portfolio Solutions, LLC | 0.05% | Reduce -9.1% | 51,543 | $4.7M |
| Acorn Wealth Advisors, LLC | 2.01% | Add +2.8% | 51,344 | $4.7M |
| Institute for Wealth Management, LLC. | 0.59% | Add +489.1% | 51,303 | $4.7M |
| Vermillion & White Wealth Management Group, LLC | 3.45% | Add +223.2% | 51,095 | $4.7M |
| Monterey Private Wealth, Inc. | 1.58% | Reduce -4.3% | 50,704 | $4.6M |
| Bowman & Co S.C. | 2.44% | Reduce -4.6% | 50,676 | $4.6M |
| Cardinal Strategic Wealth Guidance | 1.50% | Reduce -15.9% | 50,337 | $4.6M |
| Fiduciary Trust Co | 0.06% | Reduce -7.2% | 49,159 | $4.5M |
| Journey Strategic Wealth LLC | 0.16% | Add +20.6% | 49,099 | $4.5M |
| Gateway Wealth Partners, LLC | 1.23% | Reduce -2.4% | 48,812 | $4.5M |
| WealthBridge Capital Management, LLC | 1.27% | Add +2.8% | 48,500 | $4.4M |
| Milestone Investment Advisors LLC | 1.22% | Add +0.3% | 47,842 | $4.4M |
| Good Life Advisors, LLC | 0.27% | Add +194.5% | 47,838 | $4.4M |
| Montecito Bank & Trust | 0.74% | Add +5.8% | 47,814 | $4.4M |
| Cozad Asset Management Inc. | 0.41% | Reduce -3.8% | 47,257 | $4.3M |
| Retirement Capital Strategies | 1.69% | New | 47,201 | $4.3M |
| Family Manage LLC | 0.72% | Reduce -28.3% | 47,027 | $4.3M |
| First Citizens Bank & Trust Co. | 0.09% | Reduce -8.2% | 46,891 | $4.3M |
| Western Wealth Management, LLC | 0.24% | Reduce -2.3% | 46,851 | $4.3M |
| Flagship Harbor Advisors, LLC | 0.23% | Reduce -2.1% | 46,819 | $4.3M |
| Sugar Maple Asset Management, LLC | 3.65% | Add +2.0% | 46,073 | $4.2M |
| Mascoma Wealth Management LLC | 1.04% | Reduce -7.2% | 45,814 | $4.2M |
| Legacy Private Trust Co. | 0.28% | Reduce -0.3% | 45,559 | $4.2M |
| Arkansas Financial Group, Inc. | 0.68% | Reduce -17.5% | 45,438 | $4.1M |
| Great Valley Advisor Group, Inc. | 0.10% | Reduce -0.4% | 45,388 | $4.1M |
| Focus Financial Network, Inc. | 0.17% | Add +1.0% | 45,325 | $4.1M |
| HHM Wealth Advisors, LLC | 0.58% | Reduce -6.1% | 45,104 | $4.1M |
| Hoese & Co LLP | 3.38% | Reduce -10.9% | 44,197 | $4.0M |
| BCM Advisors, LLC | 0.92% | Reduce -0.5% | 44,321 | $4.0M |
| Commerce Bank | 0.02% | Reduce 0.0% | 43,441 | $4.0M |
| Investment Partners, LTD. | 1.64% | Add +0.1% | 43,100 | $3.9M |
| Natixis Advisors, LLC | 0.01% | Add +10.4% | 42,991 | $3.9M |
| Prime Capital Investment Advisors, LLC | 0.06% | Add +7.1% | 42,519 | $3.9M |
| GPS Wealth Strategies Group, LLC | 0.52% | Reduce -3.5% | 42,342 | $3.9M |
| CX Institutional | 0.17% | Reduce -0.7% | 41,436 | $3.8M |
| Muirfield Wealth Advisors LLC | 3.21% | Add +0.6% | 41,421 | $3.8M |
| Brown Wealth Management, LLC | 1.36% | Reduce -0.9% | 41,353 | $3.8M |
| Cyndeo Wealth Partners, LLC | 0.26% | Reduce -20.5% | 41,017 | $3.7M |
| GeoWealth Management, LLC | 0.13% | New | 40,995 | $3.7M |
| &partners | 0.07% | Add +34.5% | 40,948 | $3.7M |
| Brandywine Oak Private Wealth LLC | 0.36% | Reduce -0.8% | 40,799 | $3.7M |
| Aries Wealth Management | 1.02% | Add +0.7% | 40,679 | $3.7M |
| Daiwa Securities Group Inc. | 0.02% | Reduce -1.9% | 40,650 | $3.7M |
| Fidelis Capital Partners, LLC | 0.44% | Reduce -8.2% | 40,301 | $3.7M |
| Confluence Wealth Services, Inc. | 0.27% | Add +4.4% | 40,512 | $3.7M |
| Houlihan Financial Resource Group, Ltd. | 1.53% | Add +0.0% | 40,484 | $3.7M |
| Mechanics Bank Trust Department | 0.49% | Reduce -2.3% | 40,309 | $3.7M |
| Elevation Capital Advisory, LLC | 1.62% | New | 40,304 | $3.7M |
| Strategic Point Investment Advisors, LLC | 0.60% | Add +2.7% | 39,874 | $3.6M |
| Keystone Financial Group | 0.47% | New | 39,832 | $3.6M |
| CGN Advisors LLC | 0.36% | Add +3.5% | 39,332 | $3.6M |
| VitalStone Financial, LLC | 2.44% | Reduce -14.1% | 39,295 | $3.6M |
| Cora Capital Advisors LLC | 1.76% | Reduce -3.7% | 39,191 | $3.6M |
| TD Waterhouse Canada Inc. | 0.03% | Reduce -80.1% | 38,631 | $3.5M |
| Bell Investment Advisors, Inc | 0.64% | Add +42.2% | 38,509 | $3.5M |
| Brass Tax Wealth Management, Inc. | 0.74% | Reduce -6.7% | 38,068 | $3.5M |
| GGM Financial LLC | 2.97% | Reduce -1.2% | 37,674 | $3.4M |
| Emerald Advisors, LLC | 0.49% | Add +2.3% | 36,482 | $3.4M |
| Signature Estate & Investment Advisors LLC | 0.08% | Add +1.3% | 37,039 | $3.4M |
| Nottingham Advisors, Inc. | 0.37% | Reduce -73.6% | 36,643 | $3.3M |
| Foster Group, Inc. | 0.12% | Reduce -1.4% | 36,549 | $3.3M |
| Colonial Trust Advisors | 0.28% | New | 36,020 | $3.3M |
| Weaver Consulting Group | 1.04% | Reduce -0.8% | 36,017 | $3.3M |
| Defined Wealth Management, LLC | 2.09% | Add +0.3% | 35,297 | $3.2M |
| Empire Life Investments Inc. | 0.20% | Reduce -20.1% | 35,123 | $3.2M |
| ORG Partners LLC | 0.52% | Reduce -1.4% | 34,995 | $3.2M |
| Delta Wealth Advisors LLC | 3.06% | Reduce -23.4% | 34,998 | $3.2M |
| All Season Financial Advisors, Inc. | 2.72% | Add +143.3% | 34,972 | $3.2M |
| Carr Financial Group Corp | 0.95% | Add +0.3% | 34,782 | $3.2M |
| ETF Store, Inc. | 3.26% | Reduce -7.4% | 34,724 | $3.2M |
| Pallas Capital Advisors LLC | 0.14% | Reduce -1.7% | 34,558 | $3.2M |
| Northern Trust Corp. | 0.00% | Reduce -29.9% | 34,610 | $3.2M |
| Marino, Stram & Associates LLC | 0.70% | Add +5.6% | 34,538 | $3.2M |
| UMB Bank, n.a. | 0.05% | Add +27.2% | 34,401 | $3.1M |
| Yeomans Consulting Group, Inc. | 1.17% | Reduce -6.4% | 34,193 | $3.1M |
| AQR Capital Management | 0.00% | Add +24.0% | 34,043 | $3.1M |
| Tacita Capital Inc | 2.01% | Reduce -1.2% | 33,698 | $3.1M |
| Mutual Advisors, LLC | 0.09% | Reduce -62.6% | 33,601 | $3.1M |
| Absolute Capital Management, LLC | 1.83% | Reduce -2.6% | 33,654 | $3.1M |
| One Wealth Advisors, LLC | 0.47% | Reduce -4.0% | 33,584 | $3.1M |
| Advisory Services Network, LLC | 0.06% | No change | 36,490 | $3.1M |
| Santori & Peters, Inc. | 1.21% | Reduce -47.9% | 33,509 | $3.1M |
| Johnson Financial Group, Inc. | 0.14% | Add +14.5% | 33,392 | $3.0M |
| Ellis Investment Partners, LLC | 0.59% | Reduce -4.8% | 33,329 | $3.0M |
| Sax Wealth Advisors, LLC | 0.27% | Reduce -8.8% | 33,297 | $3.0M |
| Partners Capital Investment Group, LLP | 0.05% | Add +0.5% | 33,271 | $3.0M |
| Retireful, LLC | 2.25% | Reduce -13.2% | 33,246 | $3.0M |
| Arax Advisory Partners | 0.27% | Reduce -9.7% | 33,085 | $3.0M |
| B. Riley Wealth Advisors, Inc. | 0.08% | Reduce -6.7% | 33,128 | $3.0M |
| Curtis Advisory Group, LLC | 0.85% | Add +2.3% | 32,729 | $3.0M |
| Level Four Advisory Services, LLC | 0.12% | Reduce -34.5% | 32,807 | $3.0M |
| Capital Analysts, LLC | 0.12% | Reduce -27.6% | 32,333 | $3.0M |
| Federation des caisses Desjardins du Quebec | 0.01% | Add +1267.3% | 32,310 | $3.0M |
| John W. Brooker & Co., CPAs | 1.34% | Reduce -12.3% | 31,990 | $2.9M |
| Syverson Strege & Co | 0.98% | Reduce -16.7% | 31,966 | $2.9M |
| Bank of Montreal | 0.00% | Reduce -87.2% | 32,012 | $2.9M |
| IFP Advisors, Inc | 0.10% | Add +3.8% | 31,738 | $2.9M |
| Wealth Management Partners, LLC | 1.34% | Reduce -10.6% | 31,718 | $2.9M |
| Silver Oak Securities, Incorporated | 0.30% | Add +57.8% | 31,510 | $2.9M |
| Visionary Wealth Advisors | 0.17% | Reduce -0.6% | 31,019 | $2.8M |
| Lodestar Private Asset Management LLC | 0.36% | Reduce -4.2% | 30,699 | $2.8M |
| First Heartland Consultants, Inc. | 0.30% | Reduce -26.0% | 30,697 | $2.8M |
| Concourse Financial Group Securities, Inc. | 0.17% | Reduce -3.8% | 30,606 | $2.8M |
| Nwam LLC | 0.17% | New | 30,523 | $2.8M |
| Diversified, LLC | 0.30% | Add +1.7% | 30,240 | $2.8M |
| Diversified Enterprises, LLC | 0.30% | — | 30,240 | $2.8M |
| Tanglewood Legacy Advisors, LLC | 1.22% | Reduce -1.9% | 30,131 | $2.8M |
| Signaturefd, LLC | 0.05% | Add +0.1% | 29,864 | $2.7M |
| Capital Investment Advisory Services, LLC | 0.26% | Add +5.9% | 29,636 | $2.7M |
| New England Asset Management Inc. | 0.43% | New | 29,150 | $2.7M |
| Smith, Moore & Co. | 0.25% | Reduce -15.4% | 29,120 | $2.7M |
| Patriot Investment Management Group, Inc. | 0.20% | Reduce -0.1% | 29,084 | $2.7M |
| Spire Wealth Management | 0.09% | Reduce -1.6% | 28,789 | $2.6M |
| Pension & Wealth Management Advisors, Inc. | 1.34% | Reduce -3.5% | 28,689 | $2.6M |
| Regal Investment Advisors LLC | 0.18% | Reduce -24.1% | 28,589 | $2.6M |
| Central Pacific Bank - Trust Division | 0.34% | Reduce -17.0% | 28,508 | $2.6M |
| 180 Wealth Advisors, LLC | 0.41% | Reduce -1.3% | 28,201 | $2.6M |
| Tranquilli Financial Advisor LLC | 1.61% | Add +72.0% | 28,108 | $2.6M |
| Brophy Wealth Management, LLC | 0.91% | — | 27,767 | $2.5M |
| Delos Wealth Advisors, LLC | 2.21% | Add +14.5% | 27,693 | $2.5M |
| Nomura Asset Management Co. Ltd. | 0.01% | New | 27,600 | $2.5M |
| Keebeck Wealth Management | 0.36% | Reduce -12.0% | 27,527 | $2.5M |
| Columbus Macro, LLC | 0.91% | Add +13.1% | 27,371 | $2.5M |
| Strategic Blueprint, LLC | 0.16% | Reduce -7.2% | 27,279 | $2.5M |
| ACT Advisors, LLC. | 1.17% | Reduce -0.9% | 27,052 | $2.5M |
| WT Wealth Management | 0.78% | Add +5.6% | 26,441 | $2.5M |
| Summit Investment Advisory Services, LLC | 1.30% | New | 26,870 | $2.5M |
| Blake Schutter Theil Wealth Advisors, LLC | 1.75% | — | 26,746 | $2.4M |
| Sugarloaf Wealth Management, LLC | 0.41% | Reduce -0.7% | 26,455 | $2.4M |
| Summit Trail Advisors, LLC | 0.06% | Reduce -4.0% | 25,907 | $2.4M |
| Ballew Advisors, Inc | 1.58% | Reduce -0.6% | 25,665 | $2.4M |
| National Bank of Canada | 0.00% | Reduce -5.2% | 25,732 | $2.3M |
| Roof Eidam Maycock Peralta, LLC | 0.59% | Reduce -2.7% | 25,395 | $2.3M |
| Sweet Financial Partners, LLC | 0.50% | Reduce -0.4% | 25,306 | $2.3M |
| MGB Wealth Management, LLC | 0.84% | Reduce -2.6% | 25,297 | $2.3M |
| Forum Private Client Group LLC | 1.02% | Reduce -13.7% | 25,134 | $2.3M |
| Atlas Private Wealth Advisors | 0.33% | Reduce -6.6% | 25,042 | $2.3M |
| Whittier Trust Co. | 0.03% | Add +73.5% | 25,011 | $2.3M |
| Centurion Wealth Management LLC | 0.72% | — | 24,856 | $2.3M |
| Fiduciary Financial Group, LLC | 0.52% | Reduce -1.6% | 24,970 | $2.3M |
| Friedenthal Financial | 1.30% | No change | 24,360 | $2.2M |
| Strategic Family Wealth Counselors, L.L.C. | 0.77% | Reduce -2.0% | 24,193 | $2.2M |
| TPG Advisors LLC | 1.73% | Reduce -0.4% | 24,173 | $2.2M |
| Householder Group Estate & Retirement Specialist, LLC | 0.64% | Reduce -4.7% | 24,039 | $2.2M |
| Hilltop Partners LLC | 0.73% | Reduce -3.9% | 23,806 | $2.2M |
| Diversified Trust Co. | 0.05% | No change | 23,785 | $2.2M |
| New Century Financial Group, LLC | 0.79% | Add +13.7% | 23,657 | $2.2M |
| CoreCap Advisors, LLC | 0.10% | Reduce -7.6% | 23,613 | $2.2M |
| Shepherd Financial Partners LLC | 0.26% | Reduce -1.0% | 23,576 | $2.2M |
| Tritonpoint Wealth, LLC | 0.19% | Reduce -9.8% | 23,314 | $2.1M |
| Harbour Investments, Inc. | 0.06% | Add +0.3% | 22,988 | $2.1M |
| PFG Advisors | 0.13% | Add +30.2% | 22,934 | $2.1M |
| Squarepoint Ops LLC | 0.01% | Reduce -89.0% | 22,912 | $2.1M |
| Fsa Wealth Partners, Inc. | 0.50% | New | 22,671 | $2.1M |
| CIBC Private Wealth Group LLC | 0.00% | Add +13.3% | 22,650 | $2.1M |
| Composition Wealth, LLC | 0.05% | Reduce -25.9% | 22,590 | $2.1M |
| Robertson Stephens Wealth Management, LLC | 0.08% | Reduce -17.0% | 22,524 | $2.1M |
| Archford Capital Strategies, LLC | 0.31% | Reduce -2.2% | 22,192 | $2.1M |
| Waverly Advisors, LLC | 0.04% | Reduce -1.1% | 22,390 | $2.0M |
| Ergawealth Advisors, Inc. | 1.01% | Add +0.1% | 22,221 | $2.0M |
| PCA Investment Advisory Services Inc. | 0.95% | Reduce -0.0% | 22,203 | $2.0M |
| Prudential Financial Inc. | 0.00% | Reduce -20.4% | 22,150 | $2.0M |
| Arcus Capital Partners, LLC | 0.73% | Reduce -0.1% | 22,112 | $2.0M |
| Safeguard Investment Advisory Group, LLC | 0.57% | Reduce -4.9% | 22,064 | $2.0M |
| Tolleson Wealth Management, Inc. | 0.38% | Reduce -11.8% | 22,061 | $2.0M |
| Bernardo Wealth Planning LLC | 0.48% | Reduce -22.1% | 21,404 | $2.0M |
| Granite FO LLC | 1.12% | No change | 21,735 | $2.0M |
| Vanguard Group Inc. | 0.00% | Add +0.7% | 21,726 | $2.0M |
| Forvis Mazars Wealth Advisors, LLC | 0.05% | Add +0.5% | 21,545 | $2.0M |
| IRON Financial LLC | 1.07% | Reduce -0.9% | 21,436 | $2.0M |
| Detalus Advisors, LLC | 0.65% | Reduce -19.0% | 21,428 | $2.0M |
| Ascentis Independent Advisors | 0.30% | Add +20.2% | 21,210 | $1.9M |
| CPC Advisors, LLC | 0.29% | Reduce -2.8% | 21,194 | $1.9M |
| VERITY Wealth Advisors | 1.35% | Reduce -6.4% | 20,971 | $1.9M |
| Wealthcare Advisory Partners LLC | 0.05% | Add +88.6% | 20,967 | $1.9M |
| Fort Point Capital Partners LLC | 0.24% | Add +0.2% | 20,932 | $1.9M |
| Avior Wealth Management, LLC | 0.08% | Reduce -10.2% | 20,814 | $1.9M |
| Mosaic Family Wealth Partners, LLC | 0.28% | Reduce -21.4% | 20,567 | $1.9M |
| Townsend Asset Management Corp. /NC/ | 0.70% | Add +0.1% | 20,515 | $1.9M |
| Ascent Wealth Partners, LLC | 0.26% | Add +0.4% | 20,395 | $1.9M |
| Black Diamond Financial, LLC | 0.32% | No change | 20,332 | $1.9M |
| CFS Investment Advisory Services, LLC | 0.16% | Reduce -1.2% | 20,322 | $1.9M |
| Almanack Investment Partners, LLC. | 0.29% | Reduce -1.0% | 20,195 | $1.8M |
| NorthRock Partners, LLC | 0.06% | Reduce -41.8% | 20,177 | $1.8M |
| Schrum Private Wealth Management LLC | 0.95% | Add +70.8% | 20,140 | $1.8M |
| Trustmark Bank Trust Department | 0.14% | Reduce -0.1% | 20,139 | $1.8M |
| Ascent Group, LLC | 0.14% | Reduce -5.0% | 20,057 | $1.8M |
| Wetzel Investment Advisors, Inc. | 0.92% | Reduce -13.6% | 20,038 | $1.8M |
| Fortis Group Advisors, LLC | 0.34% | Reduce -1.6% | 20,009 | $1.8M |
| Shufro Rose & Co. LLC | 0.15% | No change | 21,310 | $1.8M |
| Cary Street Partners Investment Advisory LLC | 0.07% | Add +0.5% | 19,467 | $1.8M |
| Wescott Financial Advisory Group, LLC | 0.19% | Reduce -3.1% | 19,422 | $1.8M |
| Retirement Planning Group, LLC | 0.10% | Reduce -9.8% | 19,401 | $1.8M |
| Manchester Capital Management LLC | 0.21% | No change | 19,400 | $1.8M |
| Welch & Forbes LLC | 0.02% | Add +5.3% | 19,116 | $1.7M |
| Transcend Capital Advisors, LLC | 0.12% | Add +1.3% | 19,040 | $1.7M |
| BCGM Wealth Management, LLC | 0.56% | Reduce -1.0% | 18,879 | $1.7M |
| Park Place Capital Corp | 0.49% | Reduce -0.9% | 18,759 | $1.7M |
| Strategy Asset Managers LLC | 0.33% | Add +8.9% | 18,758 | $1.7M |
| Cypress Wealth Services, LLC | 0.35% | Reduce -18.9% | 18,730 | $1.7M |
| Symphony Financial Services, Inc. | 1.45% | Add +9.9% | 18,690 | $1.7M |
| Center For Asset Management LLC | 1.01% | Add +0.2% | 18,602 | $1.7M |
| Stephens Inc. | 0.02% | Reduce -5.5% | 18,465 | $1.7M |
| Private Trust Co. NA | 0.17% | Reduce -10.1% | 18,306 | $1.7M |
| Scotia Capital Inc. | 0.01% | Add +80.3% | 18,293 | $1.7M |
| Financial Life Advisors | 0.63% | Reduce -12.8% | 18,137 | $1.7M |
| Security Financial Services, INC. | 0.33% | Reduce -3.5% | 17,979 | $1.6M |
| HB Wealth Management, LLC | 0.02% | Add +4.0% | 17,763 | $1.6M |
| Capital Market Strategies LLC | 0.98% | Reduce -2.0% | 17,747 | $1.6M |
| Kaydan Wealth Management, Inc. | 0.48% | Reduce -9.3% | 17,746 | $1.6M |
| Strategic Investment Advisors / MI | 0.18% | Add +2.1% | 17,730 | $1.6M |
| Saxon Interests, Inc. | 0.73% | Reduce -25.1% | 17,626 | $1.6M |
| Roman Butler Fullerton & Co. | 0.49% | Add +0.4% | 17,433 | $1.6M |
| Sapient Capital LLC | 0.03% | Reduce -0.0% | 17,579 | $1.6M |
| Sweeney & Michel, LLC | 0.63% | Add +4.5% | 17,265 | $1.6M |
| Sachetta, LLC | 0.63% | Add +0.0% | 17,487 | $1.6M |
| Ewa, LLC | 0.57% | Reduce -1.7% | 17,289 | $1.6M |
| Creekside Partners | 0.82% | Add +0.2% | 17,316 | $1.6M |
| Comprehensive Financial Consultants Institutional, Inc. | 0.57% | Reduce -8.9% | 17,177 | $1.6M |
| Renasant Bank | 1.03% | Reduce -1.0% | 17,154 | $1.6M |
| Simplicity Wealth,LLC | 0.14% | Add +7.1% | 17,085 | $1.6M |
| Dohj, LLC | 0.36% | Reduce -4.9% | 17,050 | $1.6M |
| Marcum Wealth, LLC | 0.14% | Reduce -20.9% | 16,964 | $1.5M |
| Compound Planning, Inc. | 0.10% | Reduce -12.4% | 16,923 | $1.5M |
| Intellectus Partners, LLC | 0.39% | Add +0.6% | 16,823 | $1.5M |
| Sage Mountain Advisors LLC | 0.13% | Add +7.3% | 16,753 | $1.5M |
| Advocacy Wealth Management, LLC | 0.12% | Reduce -12.4% | 16,734 | $1.5M |
| Thoroughbred Financial Services, LLC | 0.10% | Reduce -0.2% | 16,578 | $1.5M |
| Centric Wealth Management | 0.39% | Add +0.2% | 16,067 | $1.5M |
| NWF Advisory Services Inc. | 0.21% | Reduce -2.8% | 16,151 | $1.5M |
| CCG Wealth Management, LLC | 0.82% | Reduce -0.5% | 16,141 | $1.5M |
| Verdence Capital Advisors LLC | 0.12% | Add +5.5% | 16,082 | $1.5M |
| Gries Financial LLC | 0.27% | Reduce -23.6% | 16,010 | $1.5M |
| WCG Wealth Advisors LLC | 0.10% | Reduce -3.0% | 15,900 | $1.5M |
| Maia Wealth LLC | 0.36% | Reduce -8.3% | 15,790 | $1.4M |
| Kestra Private Wealth Services, LLC | 0.03% | Add +44.5% | 15,755 | $1.4M |
| Tranquility Partners, LLC | 0.52% | Add +0.1% | 15,670 | $1.4M |
| Elevate Wealth Advisory, Inc. | 1.06% | Add +8.0% | 15,601 | $1.4M |
| Southland Equity Partners LLC | 0.35% | Reduce -0.3% | 15,585 | $1.4M |
| Keystone Wealth Services, LLC | 0.39% | Add +0.1% | 15,479 | $1.4M |
| Lanark Financial, Inc. | 0.12% | Add +2.4% | 15,358 | $1.4M |
| Cherry Tree Wealth Management, LLC | 0.33% | Reduce -2.6% | 15,274 | $1.4M |
| Inscription Capital, LLC | 0.21% | No change | 15,232 | $1.4M |
| 9258 Wealth Management, LLC | 0.21% | Reduce -0.1% | 15,200 | $1.4M |
| Berger Financial Group, Inc | 0.10% | Reduce -12.9% | 15,188 | $1.4M |
| Integrated Advisors Network LLC | 0.07% | Add +0.1% | 15,019 | $1.4M |
| Summit Financial, LLC | 0.05% | Add +11.3% | 14,977 | $1.4M |
| Physician Wealth Advisors, Inc. | 0.25% | Reduce -0.9% | 14,809 | $1.4M |
| Goldstone Financial Group, LLC | 0.24% | Reduce -0.8% | 14,909 | $1.4M |
| Prostatis Group LLC | 0.45% | Reduce -11.3% | 14,898 | $1.4M |
| Cardiff Park Advisors, LLC | 0.12% | Add +0.0% | 14,879 | $1.4M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.21% | Add +3.7% | 14,870 | $1.4M |
| Brown Advisory Inc. | 0.00% | Reduce -0.9% | 14,618 | $1.3M |
| Provident Wealth Management, LLC | 0.45% | No change | 14,565 | $1.3M |
| McDonald Partners LLC | 0.33% | No change | 14,500 | $1.3M |
| Arrowroot Family Office, LLC | 0.77% | Reduce -70.6% | 14,409 | $1.3M |
| Farther Finance Advisors, LLC | 0.05% | Reduce -6.8% | 14,305 | $1.3M |
| Ridgewood Investments LLC | 0.65% | Reduce -6.7% | 14,304 | $1.3M |
| Jacobi Capital Management LLC | 0.10% | Reduce -0.3% | 14,300 | $1.3M |
| New Insight Wealth Advisors | 0.69% | Add +1.1% | 14,280 | $1.3M |
| Nova R Wealth, Inc. | 0.64% | Add +0.2% | 14,229 | $1.3M |
| Caprock Group, LLC | 0.05% | Add +0.3% | 14,200 | $1.3M |
| Magnolia Capital Advisors LLC | 0.65% | Add +0.8% | 14,186 | $1.3M |
| Dorsey & Whitney Trust CO LLC | 0.07% | Add +93.6% | 14,063 | $1.3M |
| Yarger Wealth Strategies, LLC | 0.71% | Add +0.4% | 14,024 | $1.3M |
| Mattern Wealth Management LLC | 0.28% | Reduce -10.7% | 13,863 | $1.3M |
| NewEdge Wealth, LLC | 0.02% | Add +67.7% | 13,818 | $1.3M |
| FRG Family Wealth Advisors LLC | 0.23% | Reduce -2.4% | 13,800 | $1.3M |
| GFG Capital, LLC | 0.51% | Reduce -39.0% | 23,732 | $1.3M |
| JMG Financial Group, Ltd. | 0.04% | No change | 13,710 | $1.3M |
| First Trust Direct Indexing L.P. | 0.07% | Add +30.1% | 13,600 | $1.2M |
| Perennial Investment Advisors, LLC | 0.16% | Reduce -8.8% | 13,557 | $1.2M |
| TBH Global Asset Management, LLC | 0.27% | Reduce -4.1% | 13,389 | $1.2M |
| Mission Wealth Management, LP | 0.03% | Add +112.9% | 13,381 | $1.2M |
| Eq LLC | 0.61% | Reduce -5.0% | 13,254 | $1.2M |
| Berkeley, Inc | 0.35% | Add +100.2% | 13,212 | $1.2M |
| First Financial Bank - Trust Division | 0.11% | Reduce -16.2% | 13,122 | $1.2M |
| Pathstone Holdings, LLC | 0.01% | Add +18.1% | 13,044 | $1.2M |
| CFO4Life Group, LLC | 0.21% | Reduce -2.1% | 12,975 | $1.2M |
| Stephen J. Garry & Associates, LLC | 1.12% | Reduce -4.8% | 12,960 | $1.2M |
| Peddock Capital Advisors, LLC | 0.28% | Reduce -1.3% | 12,676 | $1.2M |
| Claro Advisors Inc. | 0.15% | Add +0.5% | 12,577 | $1.1M |
| Wealth Management Associates, Inc. | 0.50% | Add +0.6% | 12,453 | $1.1M |
| Signal Advisors Wealth, LLC | 0.16% | Add +79.7% | 12,290 | $1.1M |
| Vestcor Inc | 0.04% | Reduce -89.1% | 12,290 | $1.1M |
| Sound View Wealth Advisors Group, LLC | 0.09% | Add +22.8% | 12,144 | $1.1M |
| Mosley Wealth Management | 0.75% | Add +9.9% | 11,916 | $1.1M |
| Client 1ST Advisory Group, LLC | 0.44% | Reduce -10.8% | 12,017 | $1.1M |
| First Citizens Financial Corp | 0.58% | Reduce -12.4% | 12,009 | $1.1M |
| Armstrong Advisory Group, Inc. | 0.09% | Add +1.3% | 11,962 | $1.1M |
| Forefront Analytics, LLC | 0.51% | Add +0.0% | 11,788 | $1.1M |
| Advisory Alpha, LLC | 0.04% | Add +11.6% | 11,780 | $1.1M |
| Summit X, LLC | 0.26% | Reduce -0.3% | 12,586 | $1.1M |
| Destiny Wealth Partners, LLC | 0.18% | No change | 11,538 | $1.1M |
| Arkadios Wealth Advisors | 0.06% | Reduce -11.1% | 11,504 | $1.1M |
| Avaii Wealth Management, LLC | 0.53% | No change | 11,466 | $1.0M |
| LongView Wealth Management | 0.33% | Reduce -5.5% | 11,440 | $1.0M |
| Goldstein Advisors, LLC | 0.16% | Reduce -2.0% | 11,370 | $1.0M |
| TTP Investments, Inc. | 0.36% | No change | 11,344 | $1.0M |
| Patton Albertson Miller Group, LLC | 0.14% | Add +3.7% | 11,317 | $1.0M |
| Kathmere Capital Management, LLC | 0.10% | Reduce -2.3% | 11,313 | $1.0M |
| Beacon Financial Advisory LLC | 0.35% | Reduce -8.9% | 11,255 | $1.0M |
| Tiaa Trust, National Association | 0.00% | Add +13.1% | 11,214 | $1.0M |
| Creekmur Asset Management LLC | 0.24% | Reduce -3.3% | 11,162 | $1.0M |
| Independence Bank of Kentucky | 0.22% | Add +111.6% | 11,111 | $1.0M |
| Old North State Trust, LLC | 0.82% | Reduce -13.8% | 11,028 | $1.0M |
| WBH Advisory Inc. | 0.10% | Reduce -3.4% | 11,028 | $1.0M |
| Moneta Group Investment Advisors LLC | 0.01% | Reduce -0.3% | 10,987 | $1.0M |
| Guidance Point Advisors, LLC | 0.30% | No change | 10,927 | $998K |
| Graves Light Lenhart Wealth, Inc. | 0.12% | No change | 10,909 | $996K |
| Jaffetilchin Investment Partners, LLC | 0.07% | Reduce -0.5% | 10,817 | $988K |
| C2C Wealth Management, LLC | 0.92% | No change | 10,965 | $987K |
| Concentrum Wealth Management | 0.38% | Add +1.5% | 10,801 | $986K |
| Certus Wealth Management, LLC | 0.68% | Reduce -2.8% | 10,734 | $980K |
| Lincoln Capital LLC | 0.21% | Reduce -0.7% | 10,733 | $980K |
| Oxinas Partners, LLC | 0.60% | Add +4.3% | 10,700 | $977K |
| Moors & Cabot, Inc. | 0.05% | Reduce -0.1% | 10,551 | $963K |
| Greenleaf Trust | 0.01% | Add +2.7% | 10,457 | $955K |
| Smartleaf Asset Management LLC | 0.11% | Add +2.8% | 10,334 | $941K |
| Chris Bulman Inc | 0.64% | Reduce -6.8% | 10,301 | $941K |
| O'Brien Wealth Partners LLC | 0.18% | No change | 10,190 | $930K |
| ProVise Management Group, LLC | 0.07% | Add +1.9% | 10,066 | $919K |
| StoneX Group Inc. | 0.07% | Reduce -12.3% | 10,060 | $919K |
| Brighton Jones LLC | 0.03% | Add +1.1% | 9,999 | $913K |
| Fermata Advisors, LLC | 0.18% | Add +0.5% | 9,978 | $911K |
| Elevation Point Wealth Partners, LLC | 0.09% | Reduce -47.3% | 9,945 | $908K |
| Enclave Advisors LLC | 0.15% | — | 9,936 | $907K |
| Fisher Asset Management | 0.00% | Reduce -13.0% | 9,887 | $903K |
| FF Advisors,LLC | 0.59% | No change | 9,735 | $902K |
| Northwest Financial Advisors | 0.72% | Add +1.7% | 9,846 | $899K |
| Uptick Partners, LLC | 0.38% | Add +151.3% | 9,832 | $898K |
| Meitav Investment House Ltd. | 0.01% | No change | 9,688 | $885K |
| KOM Wealth Management Group, LLC | 0.74% | Reduce -3.8% | 9,676 | $884K |
| Etfidea, LLC | 0.28% | Reduce -2.2% | 9,668 | $883K |
| GW Henssler & Associates Ltd. | 0.05% | Reduce -4.2% | 9,658 | $882K |
| Private Wealth Group, LLC | 0.44% | Reduce -5.4% | 9,557 | $873K |
| Everhart Financial Group, Inc. | 0.19% | Add +42.1% | 9,458 | $864K |
| Soltis Investment Advisors LLC | 0.08% | Reduce -0.8% | 9,452 | $863K |
| Stonehearth Capital Management, LLC | 0.34% | Reduce -1.8% | 9,371 | $856K |
| Castle Rock Wealth Management, LLC | 0.20% | Reduce -0.5% | 9,420 | $854K |
| Financial Sense Advisors, Inc. | 0.24% | Reduce -3.5% | 9,333 | $852K |
| Snider Financial Group | 0.31% | Reduce -5.6% | 9,276 | $847K |
| Centaurus Financial, Inc. | 0.05% | Reduce -36.1% | 9,236 | $843K |
| Investment Partners Asset Management, Inc. | 0.69% | Reduce -0.1% | 9,172 | $838K |
| Bessemer Group Inc. | 0.00% | Add +17.2% | 9,170 | $837K |
| Apeiron RIA LLC | 0.24% | Add +6.3% | 9,103 | $831K |
| Midwest Financial Group LLC | 0.48% | Add +0.2% | 9,030 | $825K |
| GTS Securities LLC | 0.02% | Reduce -73.9% | 9,026 | $824K |
| American Alpha Advisors, LLC | 0.77% | — | 9,024 | $824K |
| PSI Advisors, LLC | 0.24% | Reduce -30.3% | 8,806 | $804K |
| Bryant Woods Investment Advisors, LLC | 0.41% | Reduce -29.7% | 8,798 | $803K |
| LS Investment Advisors, LLC | 0.12% | Add +0.1% | 8,766 | $800K |
| Higgins & Schmidt Wealth Strategies LLC | 0.52% | Reduce -1.6% | 8,740 | $798K |
| Sensible Money, LLC | 0.35% | Add +1.4% | 8,727 | $797K |
| Dravo Bay LLC | 0.41% | Reduce -45.2% | 8,725 | $797K |
| First Business Financial Services, Inc. | 0.08% | Reduce -45.0% | 8,694 | $794K |
| Alta Wealth Advisors LLC | 0.36% | Reduce -3.9% | 8,675 | $792K |
| LPF Advisors LLC | 0.68% | Add +4.3% | 8,663 | $791K |
| JFG Wealth Management, LLC | 0.22% | New | 8,658 | $791K |
| Austin Private Wealth, LLC | 0.08% | Reduce -4.3% | 8,644 | $789K |
| Benjamin Edwards Inc. | 0.01% | Add +301.4% | 8,583 | $784K |
| Fiduciary Group, LLC | 0.08% | No change | 8,579 | $783K |
| Freestone Capital Holdings, LLC | 0.03% | Reduce -10.6% | 8,562 | $782K |
| Veery Capital, LLC | 0.29% | Add +1.2% | 8,467 | $773K |
| Market Street Wealth Management Advisors LLC | 0.13% | Reduce -13.5% | 8,405 | $767K |
| Fifth Third Bancorp | 0.00% | Add +4.0% | 8,402 | $767K |
| West Michigan Advisors, LLC | 0.23% | Reduce -11.1% | 8,396 | $767K |
| Sterling Group Wealth Management, LLC | 0.41% | Reduce -6.9% | 8,385 | $766K |
| Asset Dedication, LLC | 0.05% | Add +1.5% | 8,377 | $765K |
| Tradewinds, LLC. | 0.24% | No change | 8,375 | $765K |
| Garde Capital, Inc. | 0.05% | No change | 8,350 | $762K |
| Colton Groome Financial Advisors, LLC | 0.28% | Add +48.0% | 8,330 | $761K |
| MBE Wealth Management, LLC | 0.41% | Reduce -1.2% | 8,232 | $752K |
| Brown Brothers Harriman & Co. | 0.01% | Add +1.1% | 8,177 | $747K |
| Exencial Wealth Advisors, LLC | 0.03% | Add +33.0% | 8,115 | $741K |
| E&G Advisors, LLC | 0.21% | No change | 8,114 | $741K |
| Wagner Wealth Management, LLC | 0.20% | Add +0.1% | 8,083 | $738K |
| waypoint wealth counsel | 0.50% | Reduce -17.9% | 8,066 | $737K |
| Integrated Capital Management, LLC | 0.39% | — | 8,061 | $736K |
| Tennessee Valley Asset Management Partners | 0.12% | Reduce -3.3% | 8,058 | $736K |
| StrongBox Wealth, LLC | 0.32% | Add +4.9% | 8,055 | $736K |
| W Advisors, LLC | 0.45% | Reduce -0.6% | 8,047 | $735K |
| AIMZ Investment Advisors, LLC | 0.25% | No change | 8,024 | $733K |
| BCS Wealth Management | 0.31% | Add +0.1% | 8,014 | $732K |
| Alterna Wealth Management, Inc. | 0.66% | Add +40.4% | 8,003 | $731K |
| ONE Advisory Partners, LLC | 0.32% | Reduce -1.3% | 7,998 | $730K |
| Icon Wealth Advisors, LLC | 0.06% | Reduce -23.7% | 7,995 | $730K |
| Sovereign Financial Group, Inc. | 0.17% | Reduce -10.2% | 7,979 | $729K |
| Twelve Points Wealth Management LLC | 0.23% | No change | 7,940 | $725K |
| Cassaday & Co Wealth Management LLC | 0.02% | No change | 7,866 | $718K |
| Cibc World Market Inc. | 0.00% | Reduce -5.2% | 7,829 | $715K |
| Cidel Asset Management Inc. | 0.05% | No change | 7,710 | $704K |
| Advus Financial Partners, LLC | 0.20% | Reduce -14.9% | 7,665 | $700K |
| Greater Midwest Financial Group, LLC | 0.41% | Add +0.5% | 7,561 | $690K |
| Liberty Wealth Management LLC | 0.12% | Reduce -76.7% | 7,539 | $687K |
| CENTRAL TRUST Co | 0.02% | No change | 7,514 | $686K |
| High Falls Advisors, Inc | 0.16% | Reduce -4.5% | 7,503 | $685K |
| PDS Planning, Inc | 0.06% | Reduce -0.1% | 7,490 | $684K |
| Alera Investment Advisors, LLC | 0.08% | Reduce -5.4% | 7,464 | $682K |
| Valley Forge Investment Consultants Inc. Adv | 0.24% | Reduce -2.7% | 7,449 | $680K |
| Oppenheimer & Co. Inc. | 0.01% | Add +21.7% | 7,447 | $680K |
| Kovack Advisors, Inc. | 0.07% | Reduce -19.2% | 7,422 | $678K |
| Vista Capital Partners, Inc. | 0.08% | No change | 7,377 | $674K |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +13.7% | 7,265 | $673K |
| Salem Investment Counselors Inc. | 0.02% | Add +1.4% | 7,291 | $666K |
| 4J Wealth Management LLC | 0.51% | No change | 7,267 | $664K |
| Bouchey Financial Group, Ltd. | 0.06% | No change | 7,157 | $654K |
| Cornell Pochily Investment Advisors, Inc. | 0.23% | Reduce -0.5% | 7,143 | $652K |
| Traphagen Investment Advisors LLC | 0.07% | Reduce -0.8% | 7,096 | $648K |
| United Advisor Group, LLC | 0.15% | New | 7,066 | $645K |
| Headinvest, LLC | 0.12% | Reduce -0.6% | 6,904 | $630K |
| Clear Point Advisors Inc. | 0.49% | Add +0.2% | 6,894 | $629K |
| SpiderRock Advisors, LLC | 0.01% | New | 6,890 | $629K |
| Millennium Management | 0.00% | Reduce -47.0% | 6,873 | $628K |
| Waddell & Associates, LLC | 0.08% | Reduce -0.7% | 6,805 | $621K |
| Exchange Bank | 0.51% | Reduce -2.9% | 6,800 | $621K |
| TNF LLC | 0.22% | Reduce -0.6% | 6,725 | $616K |
| Pineridge Advisors LLC | 0.23% | Reduce -2.2% | 6,709 | $613K |
| Eldridge Investment Advisors, Inc. | 0.14% | No change | 6,706 | $612K |
| J. W. Coons Advisors, LLC | 0.11% | Add +0.2% | 6,662 | $608K |
| Richardson Financial Services Inc. | 0.39% | Add +7.1% | 7,185 | $607K |
| Intelligence Driven Advisers, LLC | 0.09% | Reduce -38.5% | 6,613 | $604K |
| JT Stratford LLC | 0.10% | Reduce -0.1% | 6,577 | $601K |
| Mainstream Capital Management LLC | 0.51% | — | 6,520 | $595K |
| Palo Alto Wealth Advisors, LLC | 0.24% | Add +0.4% | 6,398 | $592K |
| Arete Wealth Advisors, LLC | 0.05% | Reduce -4.3% | 6,483 | $590K |
| Financial Counselors Inc. | 0.01% | Reduce -27.7% | 6,449 | $589K |
| Patten Group, Inc. | 0.13% | Add +0.0% | 6,439 | $588K |
| Radnor Capital Management, LLC | 0.09% | No change | 6,434 | $587K |
| Obsidian Cio, LLC | 0.12% | Reduce -15.6% | 6,414 | $586K |
| Vertex Planning Partners, LLC | 0.14% | Reduce -0.1% | 6,410 | $585K |
| Latitude Advisors, LLC | 0.33% | Add +31.9% | 6,389 | $583K |
| Quantinno Capital Management LP | 0.01% | Add +149.9% | 6,366 | $581K |
| Belpointe Asset Management LLC | 0.03% | Reduce -20.6% | 6,338 | $579K |
| Joseph Group Capital Management | 0.22% | Reduce -6.9% | 6,330 | $578K |
| Meridian Wealth Management, LLC | 0.03% | Add +4.3% | 6,308 | $576K |
| Sunbelt Securities, Inc. | 0.06% | Reduce -13.4% | 6,306 | $576K |
| CW Advisors, LLC | 0.01% | Add +3.3% | 6,283 | $574K |
| Flagstar Securities, Inc. | 0.15% | Add +0.3% | 6,275 | $573K |
| Mma Asset Management LLC | 0.15% | Add +51.1% | 7,261 | $572K |
| Wealthgarden F.S. LLC | 0.55% | Reduce -2.2% | 6,223 | $568K |
| Cox Capital Mgt LLC | 0.34% | Add +2.3% | 6,220 | $568K |
| Ridgecrest Wealth Partners, LLC | 0.29% | No change | 6,195 | $566K |
| Associated Banc-Corp | 0.02% | No change | 6,175 | $564K |
| PFG Private Wealth Management, LLC | 0.33% | Reduce -0.7% | 6,142 | $561K |
| Financial Management Network Inc. | 0.12% | Reduce -2.8% | 6,145 | $560K |
| Wedbush Securities Inc. | 0.02% | Add +0.1% | 6,121 | $559K |
| LifeSteps Financial, Inc. | 0.44% | Reduce -0.1% | 6,111 | $558K |
| Sinecera Capital, LLC | 0.67% | Add +0.4% | 6,094 | $556K |
| Gibson Capital, LLC | 0.11% | No change | 6,080 | $555K |
| Neuberger Berman Group LLC | 0.00% | Reduce -21.1% | 6,046 | $552K |
| Wealthspire Advisors, LLC | 0.01% | Add +1.1% | 6,046 | $552K |
| Whittier Trust Co. of Nevada Inc. | 0.01% | Reduce -4.8% | 5,976 | $546K |
| Collective Family Office LLC | 0.15% | No change | 5,967 | $545K |
| Agate Pass Investment Management, LLC | 0.27% | No change | 5,964 | $545K |
| Heck Capital Advisors, LLC | 0.06% | Add +0.1% | 5,949 | $543K |
| PFG Investments, LLC | 0.03% | Reduce -7.0% | 5,925 | $541K |
| Parthenon LLC | 0.06% | No change | 5,874 | $536K |
| Sfmg, LLC | 0.04% | No change | 5,838 | $533K |
| Schmidt P J Investment Management Inc. | 0.09% | Reduce -2.3% | 5,828 | $532K |
| Stonebridge Financial Planning Group, LLC | 0.25% | Reduce -6.1% | 5,790 | $529K |
| GEM Asset Management, LLC | 0.30% | No change | 5,866 | $529K |
| Glenview Trust Co | 0.01% | Reduce -23.9% | 5,783 | $528K |
| New Republic Capital, LLC | 0.30% | Add +0.1% | 5,752 | $525K |
| Strait & Sound Wealth Management LLC | 0.25% | New | 5,735 | $524K |
| Mendel Money Management | 0.23% | Add +7.1% | 5,714 | $522K |
| Gallacher Capital Management LLC | 0.24% | No change | 5,696 | $520K |
| New Hampshire Trust | 0.11% | No change | 5,645 | $515K |
| Professional Financial Advisors, LLC | 0.13% | Add +0.1% | 5,630 | $514K |
| Pinnacle Family Advisors, LLC | 0.26% | Reduce -48.7% | 5,597 | $511K |
| Concord Wealth Partners | 0.09% | No change | 5,593 | $511K |
| Greenwood Gearhart LLC | 0.04% | No change | 5,589 | $510K |
| Forte Asset Management LLC | 0.27% | No change | 5,574 | $509K |
| Hilltop Holdings Inc. | 0.03% | Reduce -5.4% | 5,564 | $508K |
| Bleakley Financial Group, LLC | 0.02% | Reduce -1.3% | 5,556 | $507K |
| Bison Wealth, LLC | 0.08% | Add +0.4% | 5,553 | $507K |
| AlphaStar Capital Management, LLC | 0.04% | New | 5,553 | $507K |
| Avalon Trust Co | 0.04% | Reduce -5.8% | 5,550 | $507K |
| Glass Jacobson Investment Advisors llc | 0.17% | No change | 5,523 | $504K |
| Warner Financial, Inc. | 0.22% | No change | 5,501 | $502K |
| AdvisorNet Financial, Inc | 0.04% | Reduce -0.3% | 5,497 | $502K |
| QRG Capital Management, Inc. | 0.01% | Add +15.6% | 5,494 | $502K |
| Pettyjohn, Wood & White, Inc. | 0.09% | No change | 5,492 | $501K |
| HBK Sorce Advisory LLC | 0.02% | Reduce -1.4% | 5,483 | $501K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Add +0.1% | 5,475 | $500K |
| Optivise Advisory Services LLC | 0.26% | Add +0.0% | 5,467 | $499K |
| Iowa State Bank | 0.10% | Add +1.9% | 5,461 | $499K |
| Milestone Asset Management, LLC | 0.11% | Reduce -0.2% | 5,445 | $497K |
| Community Trust & Investment Co. | 0.03% | No change | 5,424 | $495K |
| LCNB Corp. | 0.17% | No change | 5,400 | $493K |
| Ariadne Wealth Management, LP | 0.27% | Reduce -0.2% | 5,316 | $492K |
| Evermay Wealth Management LLC | 0.08% | No change | 5,334 | $487K |
| Webster Bank, N. A. | 0.05% | Add +1.2% | 5,291 | $483K |
| Laidlaw Wealth Management LLC | 0.24% | Reduce -82.1% | 5,284 | $482K |
| Sage Capital Advisors,llc | 0.12% | Reduce -2.2% | 5,212 | $476K |
| First Bank & Trust | 0.09% | Reduce -0.8% | 5,205 | $475K |
| OMNI 360 Wealth, Inc. | 0.33% | Reduce -1.6% | 5,189 | $474K |
| Chesley Taft & Associates LLC | 0.02% | No change | 5,165 | $472K |
| Smart Portfolios, LLC | 0.48% | Reduce -4.9% | 5,123 | $468K |
| Graypoint LLC | 0.03% | Reduce -12.9% | 5,118 | $467K |
| Atlas Brown,Inc. | 0.16% | Add +3.3% | 5,111 | $467K |
| Stratos Wealth Advisors, LLC | 0.02% | Reduce -2.2% | 5,106 | $466K |
| Wealthfront Advisers LLC | 0.00% | Reduce -6.8% | 5,092 | $465K |
| Regions Financial Corp. | 0.00% | Reduce -3.4% | 5,074 | $463K |
| Hart & Patterson Financial Group LLC | 0.22% | New | 5,033 | $460K |
| BNP Paribas Financial Markets | 0.00% | Add +5.1% | 5,017 | $458K |
| Northwest Investment Counselors, LLC | 0.10% | No change | 5,005 | $457K |
| Shelton Capital Management | 0.01% | No change | 5,004 | $457K |
| KM Capital Management Ltd. | 0.24% | Reduce -81.7% | 5,003 | $457K |
| Silverlake Wealth Management LLC | 0.18% | Reduce -6.0% | 4,997 | $456K |
| Fifth Third Wealth Advisors LLC | 0.03% | Add +1.2% | 4,972 | $454K |
| Venture Visionary Partners LLC | 0.02% | No change | 4,947 | $452K |
| Fifth Third Securities, Inc. | 0.04% | Reduce -4.5% | 4,884 | $446K |
| Beaumont Financial Advisors, LLC | 0.03% | Add +2.7% | 4,879 | $445K |
| MTM Financial Group, LLC | 0.27% | Reduce -1.7% | 4,845 | $442K |
| Arkfeld Wealth Strategies, L.L.C. | 0.21% | Add +0.4% | 4,842 | $441K |
| Stonebrook Private Inc. | 0.11% | Reduce -73.7% | 4,749 | $434K |
| McKinley Carter Wealth Services, Inc. | 0.03% | Add +0.1% | 4,734 | $432K |
| Fairview Capital Investment Management, LLC | 0.02% | No change | 4,725 | $431K |
| Cascades Capital Asset Management, LLC | 0.24% | — | 4,701 | $429K |
| WFA of San Diego, LLC | 0.36% | Add +7.4% | 4,677 | $427K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Reduce -29.9% | 4,668 | $426K |
| Sequoia Financial Advisors, LLC | 0.00% | Reduce -16.6% | 4,654 | $425K |
| Ashton Thomas Securities, LLC | 0.08% | Add +173.2% | 4,652 | $425K |
| Skyline Advisors, Inc. | 0.17% | Reduce -0.7% | 4,649 | $424K |
| Planning Directions Inc. | 0.25% | Reduce -1.8% | 4,638 | $423K |
| Kickstand Ventures, Llc. | 0.11% | Reduce -3.4% | 4,600 | $420K |
| Sage Financial Group Inc. | 0.03% | No change | 4,598 | $420K |
| CAP Partners, LLC | 0.31% | Reduce -3.4% | 4,596 | $420K |
| Mosaic Financial Group, LLC | 0.29% | No change | 4,550 | $415K |
| TCI Wealth Advisors, Inc. | 0.03% | No change | 4,534 | $414K |
| Kraft, Davis & Associates, LLC | 0.12% | No change | 4,558 | $412K |
| MKT Advisors LLC | 0.19% | Reduce -0.5% | 4,489 | $408K |
| Wesbanco Bank Inc. | 0.01% | No change | 4,456 | $407K |
| Founders Financial Alliance, LLC | 0.11% | Add +7.0% | 4,432 | $405K |
| Stokes Family Office, LLC | 0.04% | Reduce -15.7% | 4,413 | $403K |
| Gateway Advisory, LLC | 0.06% | No change | 4,358 | $398K |
| SeaCrest Wealth Management, LLC | 0.04% | Reduce -2.1% | 4,352 | $397K |
| Bartlett & Co. Wealth Management LLC | 0.01% | Add +1.8% | 4,328 | $395K |
| Watts Gwilliam & Co., LLC | 0.09% | — | 4,344 | $395K |
| Beacon Financial Group | 0.04% | Add +7.3% | 4,321 | $395K |
| Talisman Wealth Advisors LLC | 0.42% | No change | 4,332 | $395K |
| Legacy Trust | 0.09% | Add +1.2% | 4,315 | $394K |
| HTLF Bank | 0.04% | Add +4.0% | 4,257 | $389K |
| Canandaigua National Bank & Trust Co. | 0.04% | New | 4,249 | $388K |
| Trust Co. of Vermont | 0.02% | Add +0.1% | 4,206 | $384K |
| Tsfg, LLC | 0.08% | Reduce -21.4% | 4,163 | $380K |
| Peapack Gladstone Financial Corp. | 0.01% | No change | 4,150 | $379K |
| Outlook Wealth Advisors, LLC | 0.11% | No change | 4,142 | $378K |
| WASHINGTON TRUST Co | 0.01% | Reduce -4.4% | 4,077 | $372K |
| Hobart Private Capital, LLC | 0.10% | No change | 4,074 | $372K |
| Grove Bank & Trust | 0.05% | Reduce -1.3% | 4,053 | $370K |
| Fca Corp. | 0.11% | Add +0.1% | 4,002 | $365K |
| Rosenberg Matthew Hamilton | 0.10% | Reduce -13.9% | 3,994 | $365K |
| Insigneo Advisory Services, LLC | 0.04% | Add +21.2% | 3,985 | $364K |
| Symphony Financial, Ltd. Co. | 0.06% | No change | 3,993 | $364K |
| Voisard Asset Management Group, Inc. | 0.15% | New | 3,972 | $363K |
| Coldstream Capital Management Inc. | 0.01% | Reduce -14.4% | 3,967 | $362K |
| BSW Wealth Partners | 0.05% | Add +6.0% | 3,952 | $361K |
| Southern Capital Advisors, LLC | 0.20% | Add +0.5% | 3,938 | $360K |
| TFB Advisors LLC | 0.11% | Add +0.6% | 3,932 | $359K |
| Triton Financial Group Inc | 0.23% | No change | 3,929 | $359K |
| Shayne & Jacobs, LLC | 0.09% | No change | 3,920 | $358K |
| Balentine LLC | 0.01% | Add +0.4% | 3,910 | $357K |
| Bourgeon Capital Management LLC | 0.07% | No change | 3,900 | $356K |
| FineMark National Bank & Trust | 0.01% | Reduce -7.8% | 3,898 | $356K |
| JFS Wealth Advisors, LLC | 0.02% | Add +13.0% | 3,892 | $355K |
| OneAscent Wealth Management LLC | 0.13% | Reduce -7.9% | 3,884 | $355K |
| Quadrant Private Wealth Management, LLC | 0.09% | Add +35.7% | 3,878 | $354K |
| Inspire Advisors, LLC | 0.04% | Reduce -91.2% | 3,875 | $354K |
| Silvercrest Asset Management Group LLC | 0.00% | Reduce -0.1% | 3,863 | $353K |
| Register Financial Advisors LLC | 0.18% | Add +4.3% | 3,862 | $353K |
| Merriman Wealth Management, LLC | 0.01% | Reduce -1.7% | 3,859 | $352K |
| SlateStone Wealth, LLC | 0.03% | Add +0.1% | 3,850 | $352K |
| CVA Family Office, LLC | 0.06% | Reduce -2.0% | 3,839 | $351K |
| Phillips Wealth Planners LLC | 0.34% | Reduce -34.5% | 3,777 | $350K |
| Rowlandmiller & Partners.adv | 0.07% | No change | 3,832 | $350K |
| M3 Advisory Group, LLC | 0.26% | Add +4.4% | 3,808 | $348K |
| Tocqueville Asset Management L.P. | 0.01% | No change | 3,804 | $347K |
| Secure Asset Management, LLC | 0.06% | No change | 3,791 | $346K |
| Anchor Capital Advisors LLC | 0.01% | No change | 3,780 | $345K |
| Blue Zone Wealth Advisors, LLC | 0.11% | Add +7.0% | 3,779 | $345K |
| GenTrust, LLC | 0.02% | No change | 3,774 | $345K |
| TSA Wealth Managment LLC | 0.14% | Reduce -18.4% | 3,773 | $344K |
| Gen-Wealth Partners Inc | 0.15% | Reduce -4.0% | 3,794 | $344K |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -1.5% | 3,763 | $344K |
| Cahill Financial Advisors Inc. | 0.05% | Add +10.6% | 3,754 | $343K |
| Alan B Lancz & Associates, Inc. | 0.31% | No change | 3,700 | $338K |
| Ausdal Financial Partners, Inc. | 0.04% | Add +15.3% | 3,680 | $336K |
| Accurate Wealth Management, LLC | 0.07% | New | 3,628 | $335K |
| My Legacy Advisors, LLC | 0.13% | Reduce -28.2% | 3,665 | $335K |
| Clarity Financial LLC | 0.04% | Add +2.8% | 3,651 | $333K |
| TRUE Private Wealth Advisors | 0.04% | Reduce -11.1% | 3,643 | $333K |
| NBT Bank, N.A. | 0.02% | Add +142.2% | 3,621 | $331K |
| Wealth Quarterback LLC | 0.17% | Reduce -2.9% | 3,619 | $330K |
| Horst & Graben Wealth Management LLC | 0.06% | Reduce -3.1% | 3,616 | $330K |
| Cutter & CO Brokerage, Inc. | 0.07% | Reduce -1.9% | 3,595 | $328K |
| Wilmington Savings Fund Society, FSB | 0.01% | New | 3,593 | $328K |
| Oxford Financial Group, LTD. LLC | 0.02% | No change | 3,589 | $328K |
| Ledyard National Bank | 0.03% | Reduce -4.6% | 3,566 | $326K |
| Connecticut Wealth Management, LLC | 0.02% | Reduce -22.1% | 3,547 | $324K |
| Koshinski Asset Management, Inc. | 0.03% | Add +0.3% | 3,522 | $322K |
| Destination Wealth Management | 0.01% | Reduce -0.8% | 3,515 | $321K |
| Private Portfolio Partners LLC | 0.06% | New | 3,482 | $318K |
| Pacific Sun Financial Corp | 0.18% | Reduce -4.4% | 3,478 | $318K |
| Aveo Capital Partners, LLC | 0.03% | Reduce -2.0% | 3,469 | $317K |
| McElhenny Sheffield Capital Management, LLC | 0.10% | No change | 3,455 | $315K |
| Empower Advisory Group, LLC | 0.00% | Reduce -20.4% | 3,450 | $315K |
| New World Advisors LLC | 0.08% | No change | 3,447 | $315K |
| Foguth Wealth Management, LLC. | 0.11% | Reduce -1.9% | 3,415 | $310K |
| InTrack Investment Management Inc | 0.22% | Reduce -11.2% | 3,385 | $309K |
| ShoreHaven Wealth Partners, LLC | 0.15% | Reduce -12.0% | 3,383 | $309K |
| Financial Engines Advisors L.L.C. | 0.00% | Add +34.1% | 3,383 | $309K |
| Fulton Bank, N.A. | 0.01% | Add +34.0% | 3,382 | $309K |
| Parsons Capital Management Inc. | 0.02% | Reduce -7.0% | 3,374 | $308K |
| Leavell Investment Management, Inc. | 0.02% | Add +22.4% | 3,364 | $307K |
| Adamsbrown Wealth Consultants LLC | 0.11% | Add +7.4% | 3,327 | $304K |
| Edgestream Partners, L.P. | 0.01% | Reduce -71.4% | 3,327 | $304K |
| Teamwork Financial Advisors, LLC | 0.04% | Reduce -7.6% | 3,302 | $302K |
| Clearview Wealth Advisors LLC | 0.23% | Reduce -0.1% | 3,298 | $301K |
| Meridian Investment Counsel Inc. | 0.09% | No change | 3,284 | $300K |
| Horan Securities, Inc. | 0.12% | Reduce -0.8% | 3,281 | $300K |
| Colonial Trust Co / SC | 0.05% | Reduce -1.1% | 3,271 | $299K |
| Larson Financial Group LLC | 0.02% | Add +147.2% | 3,270 | $299K |
| Diversify Wealth Management, LLC | 0.03% | New | 3,247 | $298K |
| Successful Portfolios LLC | 0.20% | Reduce -0.2% | 3,260 | $298K |
| Front Row Advisors LLC | 0.11% | Reduce -3.5% | 3,258 | $297K |
| LexAurum Advisors, LLC | 0.07% | Reduce -12.2% | 3,256 | $297K |
| Solidarity Wealth, LLC | 0.08% | No change | 3,235 | $295K |
| Sandbox Financial Partners, LLC | 0.10% | Add +0.1% | 3,219 | $294K |
| Westside Investment Management, Inc. | 0.06% | Reduce -16.4% | 3,208 | $290K |
| WESCAP Management Group, Inc. | 0.07% | No change | 3,163 | $289K |
| Sage Advisory Services, Ltd.Co. | 0.08% | No change | 3,436 | $288K |
| Beacon Capital Management, LLC | 0.04% | Add +8.1% | 3,149 | $288K |
| Erickson Financial Group, LLC | 0.21% | No change | 3,142 | $287K |
| Archer Investment Corp | 0.08% | Reduce -4.2% | 3,132 | $286K |
| Clearwater Capital Advisors, LLC | 0.03% | No change | 3,131 | $286K |
| Alamar Capital Management, LLC | 0.16% | No change | 3,114 | $284K |
| DAVENPORT & Co LLC | 0.00% | New | 3,100 | $283K |
| Truepoint, Inc. | 0.01% | No change | 3,098 | $283K |
| Daymark Wealth Partners, LLC | 0.01% | New | 3,096 | $283K |
| Fluent Financial, LLC | 0.14% | No change | 3,084 | $282K |
| Lantz Financial LLC | 0.08% | No change | 3,081 | $281K |
| Essex Bank | 0.07% | Reduce -1.0% | 3,077 | $281K |
| Worth Financial Advisory Group, LLC | 0.17% | Add +0.4% | 3,077 | $281K |
| Aire Advisors, LLC | 0.06% | Add +0.1% | 3,066 | $280K |
| Rockwood Wealth Management, LLC | 0.03% | Reduce -10.3% | 3,048 | $278K |
| KCM Investment Advisors LLC | 0.01% | Reduce -2.6% | 3,020 | $276K |
| Tempus Wealth Planning, LLC | 0.10% | Reduce -14.4% | 3,005 | $274K |
| Burns J W & Co. Inc. | 0.04% | Reduce -6.3% | 3,000 | $274K |
| Two Sigma Securities, LLC | 0.02% | New | 2,998 | $274K |
| Insight Advisors, LLC/ PA | 0.05% | Add +3.5% | 2,993 | $273K |
| First National Trust Co | 0.01% | No change | 2,984 | $272K |
| Carl P. Sherr & Co., LLC | 0.14% | No change | 2,966 | $271K |
| Evercore Wealth Management, LLC | 0.00% | New | 2,955 | $270K |
| Westwood Holdings Group Inc. | 0.00% | New | 2,940 | $268K |
| Courier Capital LLC | 0.02% | Add +3.7% | 2,922 | $267K |
| Trademark Financial Management, LLC | 0.21% | Add +0.6% | 2,920 | $267K |
| Vision Capital Management, Inc. | 0.04% | No change | 2,908 | $266K |
| Independent Wealth Network Inc. | 0.12% | Reduce -1.3% | 2,883 | $263K |
| Community Bank, N.A. | 0.03% | Reduce -65.4% | 2,867 | $262K |
| WealthPLAN Partners, LLC | 0.04% | Reduce -16.4% | 2,866 | $262K |
| Cadence Bank | 0.02% | Reduce -9.8% | 2,849 | $260K |
| Flputnam Investment Management Co. | 0.00% | Reduce -14.5% | 2,842 | $260K |
| Gryphon Financial Partners LLC | 0.04% | Add +14.3% | 2,830 | $258K |
| Dana Investment Advisors, Inc. | 0.01% | Add +4.0% | 2,825 | $258K |
| SYM FINANCIAL Corp | 0.03% | Reduce -7.4% | 2,809 | $256K |
| Kelly Financial Services LLC | 0.09% | Reduce -0.1% | 2,803 | $256K |
| Grey Ledge Advisors, LLC | 0.07% | Add +0.1% | 2,802 | $256K |
| Proficio Capital Partners LLC | 0.03% | No change | 2,800 | $256K |
| Valeo Financial Advisors, LLC | 0.01% | Add +13.5% | 2,789 | $255K |
| Boston Trust Walden Corp | 0.00% | No change | 2,767 | $253K |
| Perissos Private Wealth Management, LLC | 0.20% | Reduce -11.2% | 2,765 | $252K |
| Integrity Financial Corp | 0.15% | Reduce -0.3% | 2,751 | $251K |
| Synovus Financial Corp. | 0.00% | Reduce -10.3% | 2,739 | $250K |
| WR Wealth Planners, LLC | 0.07% | Reduce -7.9% | 2,728 | $249K |
| NCM Capital Management, LLC | 0.12% | No change | 2,727 | $249K |
| Appleton Partners Inc. | 0.02% | Reduce -8.4% | 2,714 | $248K |
| Optimist Retirement Group LLC | 0.11% | No change | 2,712 | $248K |
| Dynamic Advisor Solutions LLC | 0.01% | New | 2,710 | $247K |
| Harbour Capital Advisors, LLC | 0.06% | No change | 2,700 | $247K |
| Willner & Heller, LLC | 0.22% | Add +0.5% | 2,708 | $247K |
| Opes Wealth Management LLC | 0.05% | Add +0.2% | 2,700 | $247K |
| First Horizon Advisors, Inc. | 0.01% | Add +63.2% | 2,685 | $245K |
| Shared Vision Wealth Group LLC | 0.13% | Reduce -1.0% | 2,675 | $244K |
| Foster Victor Wealth Advisors, LLC | 0.02% | Add +4.8% | 2,663 | $244K |
| Lion Street Advisors, LLC | 0.08% | Add +1.4% | 2,657 | $243K |
| Merkkuri Wealth Advisors LLC | 0.19% | Reduce -20.7% | 2,652 | $242K |
| S&T Bank | 0.06% | Reduce -12.9% | 2,652 | $242K |
| RFG Advisory, LLC | 0.01% | Reduce -63.7% | 2,609 | $238K |
| MTM Investment Management, LLC | 0.09% | Reduce -5.5% | 2,611 | $238K |
| Commonwealth Financial Services, LLC | 0.05% | No change | 2,607 | $238K |
| Private Client Services, LLC | 0.13% | Reduce -2.8% | 2,594 | $237K |
| Patton Fund Management, Inc. | 0.05% | No change | 2,593 | $237K |
| Concord Asset Management, LLC | 0.05% | No change | 2,566 | $234K |
| Cypress Capital Group | 0.03% | Reduce -5.5% | 2,555 | $233K |
| Clarity Capital Advisors, LLC | 0.17% | Add +0.4% | 2,543 | $232K |
| Pinnacle Associates Ltd. | 0.00% | Reduce -3.4% | 2,952 | $230K |
| Magnus Financial Group LLC | 0.02% | Add +0.2% | 2,517 | $230K |
| Lodestone Wealth Management LLC | 0.11% | Reduce -28.0% | 2,506 | $229K |
| James J. Burns & Company, LLC | 0.04% | New | 2,495 | $228K |
| LVZ, Inc. | 0.03% | No change | 2,494 | $228K |
| 360 Financial, Inc. | 0.08% | New | 2,481 | $227K |
| Regent Peak Wealth Advisors LLC | 0.05% | No change | 2,475 | $226K |
| SIMA Wealth Partners, LLC | 0.20% | Reduce -0.1% | 2,472 | $226K |
| HBW Advisory Services LLC | 0.03% | Add +0.5% | 2,471 | $226K |
| Main Street Financial Solutions, LLC | 0.02% | Add +0.3% | 2,453 | $224K |
| Capital Advisory Group Advisory Services, LLC | 0.09% | No change | 2,446 | $223K |
| Beese Fulmer Investment Management, Inc. | 0.02% | No change | 2,442 | $223K |
| DMC Group, LLC | 0.18% | New | 2,436 | $222K |
| Jim Saulnier & Associates, LLC | 0.22% | — | 2,424 | $221K |
| Steel Grove Capital Advisors, LLC | 0.03% | No change | 2,423 | $221K |
| Trueblood Wealth Management, LLC | 0.11% | New | 2,414 | $220K |
| Capital Insight Partners, LLC | 0.04% | New | 2,409 | $220K |
| Badgley Phelps Wealth Managers, LLC | 0.01% | No change | 2,400 | $219K |
| Walter & Keenan Wealth Management LLC /in/ | 0.07% | No change | 2,385 | $218K |
| Carson Advisory Inc. | 0.14% | Reduce -0.8% | 2,375 | $217K |
| Fort Washington Investment Advisors Inc. | 0.00% | Reduce -1.0% | 2,372 | $217K |
| Rockport Wealth LLC | 0.06% | Reduce -30.7% | 2,350 | $215K |
| Clarity Capital Partners LLC | 0.13% | New | 2,344 | $214K |
| Bokf, NA | 0.00% | No change | 2,355 | $214K |
| Stewardship Advisors, LLC | 0.06% | New | 2,327 | $212K |
| Continuum Advisory, LLC | 0.03% | Add +1.1% | 2,305 | $212K |
| Montchanin Asset Management, LLC | 0.20% | New | 2,327 | $212K |
| Charter Oak Capital Management, LLC | 0.02% | New | 2,321 | $212K |
| Patten & Patten Inc. | 0.01% | Reduce -14.7% | 2,320 | $212K |
| Scott & Selber, Inc. | 0.07% | New | 2,311 | $211K |
| Salomon & Ludwin, LLC | 0.02% | Reduce -5.0% | 2,310 | $211K |
| Trexquant Investment LP | 0.00% | Reduce -15.3% | 2,306 | $211K |
| Wealthspire Retirement, LLC | 0.02% | Reduce -46.1% | 2,290 | $209K |
| Semmax Financial Advisors Inc. | 0.06% | No change | 2,241 | $209K |
| Clare Market Investments LLC | 0.05% | New | 2,255 | $206K |
| Breakwater Capital Group | 0.04% | New | 2,255 | $206K |
| Principle Wealth Partners LLC | 0.01% | New | 2,247 | $205K |
| Stratos Investment Management, LLC | 0.01% | New | 2,236 | $204K |
| Capital Investment Advisors, LLC | 0.00% | New | 2,223 | $203K |
| Tortoise Investment Management, LLC | 0.02% | No change | 2,222 | $203K |
| Future Financial Wealth Managment LLC | 0.14% | New | 2,198 | $201K |
| Cooper/Haims Advisors, LLC | 0.11% | New | 2,194 | $200K |
| Glen Eagle Advisors, LLC | 0.03% | Add +0.1% | 2,186 | $200K |
| Providence Capital Advisors, LLC | 0.04% | No change | 2,184 | $199K |
| Hazlett, Burt & Watson, Inc. | 0.09% | Add +0.4% | 2,087 | $190K |
| Smithfield Trust Co | 0.01% | No change | 2,073 | $185K |
| Anchor Investment Management, LLC | 0.02% | Add +6.0% | 1,983 | $181K |
| GAMMA Investing LLC | 0.02% | Add +17.8% | 1,977 | $181K |
| Rothschild Investment LLC | 0.01% | Add +1781.6% | 1,844 | $168K |
| Alaska Wealth Advisors, LLC | 0.02% | Reduce -7.7% | 1,746 | $159K |
| WealthShield Partners, LLC | 0.02% | Reduce -10.9% | 1,719 | $157K |
| Spectrum Wealth Counsel, LLC | 0.02% | Reduce -18.0% | 1,700 | $155K |
| Key Financial Inc | 0.03% | No change | 1,683 | $154K |
| Stephens Consulting, LLC | 0.04% | Add +0.1% | 1,649 | $151K |
| Ogorek Anthony Joseph /NY/ | 0.05% | Reduce -0.8% | 1,602 | $146K |
| Caldwell Trust Co | 0.02% | Reduce -13.1% | 1,595 | $146K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.04% | Add +0.3% | 1,580 | $144K |
| Aspire Private Capital, LLC | 0.03% | Add +7.1% | 1,579 | $144K |
| Duncker Streett & Co. Inc. | 0.03% | No change | 1,552 | $142K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 1,529 | $140K |
| Delta Asset Management LLC | 0.01% | No change | 1,488 | $136K |
| Global Trust Asset Management, LLC | 0.05% | Add +32.0% | 1,445 | $132K |
| Wolff Wiese Magana LLC | 0.09% | No change | 1,430 | $131K |
| Parkside Financial Bank & Trust | 0.02% | No change | 1,405 | $128K |
| Carolinas Wealth Consulting LLC | 0.02% | Add +9.5% | 1,388 | $127K |
| Harbor Investment Advisory, LLC | 0.01% | Reduce -1.8% | 1,316 | $120K |
| Washington Trust Advisors, Inc. | 0.01% | No change | 1,300 | $119K |
| Syntax Research, Inc. | 0.08% | No change | 1,297 | $118K |
| Coston, McIsaac & Partners | 0.03% | No change | 1,293 | $118K |
| Signature Resources Capital Management, LLC | 0.11% | No change | 1,259 | $115K |
| St Germain D J Co. Inc. | 0.00% | Reduce -39.1% | 1,179 | $108K |
| Angeles Wealth Management, LLC | 0.01% | No change | 1,126 | $103K |
| Macroview Investment Management LLC | 0.10% | Add +0.4% | 1,092 | $100K |
| EverSource Wealth Advisors, LLC | 0.01% | Reduce -0.7% | 1,083 | $99K |
| Empirical Asset Management, LLC | 0.04% | Reduce -0.1% | 19,979 | $99K |
| First Pacific Financial | 0.02% | New | 1,069 | $98K |
| Creative Financial Designs Inc. | 0.01% | Reduce -10.0% | 1,052 | $96K |
| Dunhill Financial, LLC | 0.05% | Add +1948.0% | 1,024 | $94K |
| American Capital Advisory, LLC | 0.05% | Add +1460.0% | 1,014 | $93K |
| Brown, Lisle/Cummings, Inc. | 0.03% | Reduce -1.4% | 1,014 | $93K |
| Eastern Bank | 0.00% | New | 1,007 | $92K |
| Main Street Group, LTD | 0.04% | Reduce -9.5% | 956 | $87K |
| Cassady Schiller Wealth Management, LLC | 0.03% | Reduce -5.5% | 941 | $86K |
| Financial Perspectives, Inc | 0.03% | Add +10.4% | 852 | $78K |
| JNBA Financial Advisors | 0.01% | No change | 850 | $78K |
| Jackson Hole Capital Partners, LLC | 0.02% | No change | 834 | $76K |
| TruNorth Capital Management, LLC | 0.02% | No change | 818 | $75K |
| Indiana Trust & Investment Management Co | 0.03% | No change | 811 | $74K |
| Godsey & Gibb, Inc. | 0.01% | Reduce -44.7% | 810 | $74K |
| Planned Solutions, Inc. | 0.03% | New | 809 | $74K |
| Eagle Bay Advisors LLC | 0.03% | No change | 800 | $73K |
| Bangor Savings Bank | 0.01% | Reduce -7.4% | 797 | $73K |
| Baldwin Wealth Partners LLC | 0.00% | Reduce -28.8% | 775 | $71K |
| Lindbrook Capital, LLC | 0.01% | No change | 749 | $68K |
| Union Savings Bank | 0.03% | No change | 740 | $68K |
| Financial Gravity Companies, Inc. | 0.02% | — | 738 | $67K |
| Coppell Advisory Solutions LLC | 0.01% | Add +17.6% | 720 | $66K |
| Anfield Capital Management, LLC | 0.02% | New | 711 | $65K |
| Guardian Wealth Advisors, LLC / NC | 0.01% | No change | 704 | $64K |
| Tidemark, LLC | 0.03% | No change | 680 | $62K |
| Sandy Spring Bank | 0.00% | No change | 675 | $62K |
| Iron Horse Wealth Management, LLC | 0.02% | No change | 662 | $60K |
| Hexagon Capital Partners LLC | 0.01% | No change | 629 | $57K |
| Cullen/Frost Bankers, Inc. | 0.00% | No change | 625 | $57K |
| Ameritas Investment Partners, Inc. | 0.00% | New | 621 | $57K |
| Laurel Wealth Advisors LLC | 0.01% | New | 615 | $56K |
| ESL Trust Services, LLC | 0.01% | No change | 614 | $56K |
| Headlands Technologies LLC | 0.01% | Add +71.6% | 611 | $56K |
| Plante Moran Financial Advisors, LLC | 0.00% | Add +334.6% | 565 | $52K |
| EPG Wealth Management LLC | 0.01% | Add +0.0% | 532 | $49K |
| Caldwell Sutter Capital, Inc. | 0.02% | No change | 529 | $48K |
| Element Wealth, LLC | 0.03% | Add +0.2% | 525 | $48K |
| Global Wealth Strategies & Associates | 0.02% | No change | 524 | $48K |
| Aspect Partners, LLC | 0.03% | Reduce -15.1% | 513 | $47K |
| Blue Trust, Inc. | 0.00% | Reduce -63.2% | 549 | $46K |
| Stone House Investment Management, LLC | 0.01% | No change | 504 | $46K |
| Oarsman Capital, Inc. | 0.01% | New | 502 | $46K |
| Citizens National Bank Trust Department | 0.01% | No change | 500 | $46K |
| Arrow Financial Corp | 0.00% | New | 494 | $45K |
| Castleview Partners, LLC | 0.03% | No change | 482 | $44K |
| CNB Bank | 0.02% | No change | 471 | $43K |
| BOK Financial Private Wealth, Inc. | 0.00% | No change | 450 | $41K |
| Clear Investment Research, LLC | 0.05% | Add +0.5% | 435 | $40K |
| First Command Advisory Services, Inc. | 0.00% | New | 434 | $40K |
| M&R Capital Management Inc. | 0.01% | No change | 430 | $39K |
| Valley National Advisers Inc. | 0.01% | Add +0.2% | 437 | $39K |
| Heritage Wealth Advisors | 0.00% | New | 427 | $39K |
| Luken Investment Analytics, LLC | 0.02% | No change | 425 | $39K |
| Sumitomo Mitsui Financial Group, Inc. | 0.00% | Reduce -25.5% | 424 | $39K |
| Bfsg, LLC | 0.00% | Add +116.9% | 423 | $39K |
| Fortitude Family Office, LLC | 0.01% | New | 414 | $38K |
| Compass Wealth Management LLC | 0.01% | Reduce -42.9% | 400 | $37K |
| First Personal Financial Services | 0.01% | No change | 400 | $37K |
| JDM Financial Group LLC | 0.02% | No change | 383 | $35K |
| Missouri Trust & Investment Co | 0.01% | No change | 373 | $34K |
| Simplex Trading, LLC | 0.00% | Reduce -82.2% | 378 | $34K |
| Wintrust Investments LLC | 0.02% | Reduce -91.1% | 365 | $33K |
| Oakworth Capital, Inc. | 0.00% | No change | 360 | $33K |
| Beaird Harris Wealth Management, LLC | 0.00% | Add +0.3% | 350 | $32K |
| Horrell Capital Management, Inc. | 0.01% | No change | 340 | $31K |
| NFSG Corp | 0.01% | No change | 339 | $31K |
| Operose Advisors LLC | 0.01% | New | 331 | $30K |
| Arlington Trust Co LLC | 0.01% | No change | 328 | $30K |
| Flaharty Asset Management, LLC | 0.00% | New | 325 | $30K |
| Quent Capital, LLC | 0.00% | Add +51.2% | 322 | $29K |
| Stuart Chaussee & Associates, Inc. | 0.01% | Reduce -66.7% | 315 | $29K |
| MCF Advisors LLC | 0.00% | Add +0.3% | 301 | $27K |
| Hantz Financial Services, Inc. | 0.00% | Reduce -25.0% | 291 | $27K |
| Annapolis Financial Services, LLC | 0.01% | No change | 290 | $26K |
| McIlrath & Eck, LLC | 0.00% | No change | 274 | $25K |
| LGT Financial Advisors LLC | 0.06% | Reduce -1.8% | 273 | $25K |
| Fairman Group, LLC | 0.02% | No change | 265 | $24K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -23.0% | 265 | $24K |
| Centennial Bank | 0.01% | New | 258 | $24K |
| Mark Sheptoff Financial Planning, LLC | 0.01% | No change | 247 | $23K |
| Albion Financial Group | 0.00% | Reduce -23.1% | 230 | $21K |
| Kings Path Partners LLC | 0.01% | No change | 228 | $21K |
| Kozak & Associates, Inc. | 0.00% | No change | 223 | $21K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | No change | 225 | $21K |
| Sound Income Strategies, LLC | 0.00% | Add +243.8% | 220 | $20K |
| Acima Private Wealth, LLC | 0.01% | No change | 220 | $20K |
| Keener Financial Planning LLC | 0.01% | No change | 224 | $20K |
| Blue Bell Private Wealth Management, LLC | 0.00% | Reduce -21.9% | 217 | $20K |
| Sittner & Nelson, LLC | 0.01% | No change | 216 | $20K |
| Caitlin John, LLC | 0.01% | No change | 189 | $18K |
| Atticus Wealth Management, LLC | 0.01% | Reduce -4.6% | 188 | $17K |
| Ritter Daniher Financial Advisory LLC / DE | 0.00% | No change | 184 | $17K |
| Prestige Wealth Management Group LLC | 0.00% | No change | 172 | $16K |
| Crewe Advisors LLC | 0.00% | No change | 171 | $16K |
| Peterson Financial Group, Inc. | 0.06% | New | 166 | $15K |
| Pathway Financial Advisers, LLC | 0.01% | No change | 162 | $15K |
| Highline Wealth Partners LLC | 0.00% | Reduce -62.4% | 160 | $15K |
| Howe & Rusling Inc. | 0.00% | Reduce -77.7% | 155 | $14K |
| Avion Wealth | 0.00% | No change | 161 | $14K |
| Bogart Wealth, LLC | 0.00% | Add +300.0% | 152 | $14K |
| Foster Dykema Cabot & Partners, LLC | 0.00% | No change | 143 | $13K |
| Global Financial Private Client, LLC | 0.01% | No change | 142 | $13K |
| New Millennium Group LLC | 0.01% | No change | 137 | $13K |
| PFS Partners, LLC | 0.01% | Add +0.9% | 110 | $10K |
| Mendota Financial Group, LLC | 0.00% | New | 102 | $9K |
| AllSquare Wealth Management LLC | 0.00% | No change | 88 | $8K |
| Venturi Wealth Management, LLC | 0.00% | No change | 82 | $7K |
| Cornerstone Planning Group LLC | 0.00% | Reduce -55.0% | 81 | $7K |
| Tucker Asset Management LLC | 0.00% | Reduce -2.4% | 81 | $7K |
| Kiely Wealth Advisory Group, Inc. | 0.00% | No change | 71 | $7K |
| CGC Financial Services, LLC | 0.00% | No change | 68 | $6K |
| FWL Investment Management, LLC | 0.00% | Reduce -54.5% | 65 | $6K |
| Bay Harbor Wealth Management, LLC | 0.00% | No change | 64 | $6K |
| Family Asset Management, LLC | 0.00% | Reduce -28.4% | 63 | $6K |
| Hemington Wealth Management | 0.00% | New | 56 | $5K |
| Provenance Wealth Advisors, LLC | 0.00% | No change | 51 | $5K |
| Darwin Wealth Management, LLC | 0.00% | New | 45 | $4K |
| FinTrust Capital Advisors, LLC | 0.00% | Reduce -69.4% | 44 | $4K |
| Investors Research Corp | 0.00% | No change | 41 | $4K |
| Raleigh Capital Management Inc. | 0.00% | New | 38 | $3K |
| Motco | 0.00% | No change | 38 | $3K |
| ZynergyRetirementPlanningLLC | 0.00% | No change | 33 | $3K |
| Transamerica Financial Advisors, LLC | 0.00% | Reduce -67.1% | 24 | $3K |
| Islay Capital Management, LLC | 0.00% | New | 26 | $2K |
| Financial Management Professionals, Inc. | 0.00% | New | 27 | $2K |
| Farmers & Merchants Investments Inc. | 0.00% | New | 18 | $2K |
| Pittenger & Anderson Inc. | 0.00% | No change | 17 | $2K |
| Cape Investment Advisory, Inc. | 0.00% | No change | 17 | $2K |
| Legacy Investment Solutions, LLC | 0.00% | — | 13 | $1K |
| Legacy Wealth Managment, LLC | 0.00% | — | 13 | $1K |
| Phillips Financial Management, LLC | 0.00% | No change | 8 | $740 |
| Country Trust Bank | 0.00% | No change | 3 | $274 |
| Oliver Lagore Vanvalin Investment Group | 0.00% | Reduce -97.5% | 1 | $99 |
"% 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.