iShares MSCI USA Min Vol FacUSMVETF
13F holders, Q4 2024 (December 31)1,284holders +94
75new positions
61sold out
5famous investors
$88.79avg. 13F price*
At the end of Q4 2024, 1,284 institutions reported holding iShares MSCI USA Min Vol Fac (USMV) in their 13F filings, up 94 from Q3 2024. 75 opened new positions and 61 sold out. The largest holders were Morgan Stanley ($1.5B), Bank of America Corp. ($1.4B) and Raymond James Financial Inc. ($1.2B). 5 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 David E. Shaw (0.0% of D. E. Shaw & Co.'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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 75 | $153.6M |
| Exits | 61 | $150.3M |
All 13F filers, Q3 2024 → Q4 2024: 5,753,905 shares bought and 22,689,121 shares sold, net −16,935,216 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,284 holders
| Morgan Stanley | 0.10% | Reduce -23.4% | 16,721,946 | $1.5B |
| Bank of America Corp. | 0.13% | Reduce -2.8% | 15,809,681 | $1.4B |
| Raymond James Financial Inc. | 0.43% | — | 13,248,544 | $1.2B |
| FMR LLC | 0.06% | Reduce -17.5% | 11,672,043 | $1.0B |
| PNC Financial Services Group, Inc. | 0.37% | Reduce -37.6% | 6,175,929 | $548.4M |
| LPL Financial LLC | 0.21% | Add +6.1% | 5,685,914 | $504.9M |
| BlackRock, Inc. | 0.01% | Reduce -5.8% | 4,901,578 | $435.2M |
| Alaska Permanent Fund Corp | 6.20% | Add +0.1% | 4,702,762 | $417.6M |
| Envestnet Asset Management Inc. | 0.13% | Reduce -5.7% | 4,492,363 | $398.9M |
| UBS Group AG | 0.08% | Add +0.6% | 3,866,056 | $343.3M |
| Wells Fargo & Company | 0.08% | Reduce -2.1% | 3,696,978 | $328.3M |
| Millburn Ridgefield LLC | 8.11% | Add +5.2% | 3,651,407 | $324.2M |
| Catalyst Capital Advisors LLC | 6.91% | Add +5.2% | 3,651,407 | $324.2M |
| JPMorgan Chase & Co. | 0.02% | Reduce -6.0% | 3,277,464 | $291.0M |
| Wealth Enhancement Advisory Services, LLC | 0.56% | Add +2.1% | 3,271,611 | $290.5M |
| Ameriprise Financial Inc. | 0.05% | Reduce -4.5% | 2,205,539 | $195.9M |
| Commonwealth Equity Services, LLC | 0.28% | Reduce -1.5% | 2,126,594 | $188.8M |
| Cerity Partners LLC | 0.40% | Reduce -1.6% | 2,099,340 | $186.4M |
| Northwestern Mutual Wealth Management Co. | 0.15% | Reduce -4.5% | 1,963,662 | $174.4M |
| Cetera Investment Advisers | 0.32% | Reduce -5.7% | 1,720,784 | $152.8M |
| Mercer Global Advisors Inc. | 0.37% | Reduce -11.7% | 1,697,997 | $150.8M |
| Royal Bank of Canada | 0.03% | Reduce -3.3% | 1,637,223 | $145.4M |
| Assetmark, Inc. | 0.39% | Add +0.6% | 1,606,337 | $142.6M |
| Sei Investments Co. | 0.17% | Reduce -2.6% | 1,479,241 | $131.3M |
| Osaic Holdings, Inc. | 0.28% | Add +6.4% | 1,433,505 | $124.9M |
| Cambridge Investment Research Advisors, Inc. | 0.41% | Reduce -5.1% | 1,387,572 | $123.2M |
| US Bancorp \de | 0.14% | Reduce -8.1% | 1,233,606 | $109.5M |
| Dynasty Wealth Management, LLC | 1.84% | Add +8.4% | 1,203,928 | $106.9M |
| Johnson Investment Counsel Inc. | 1.02% | Add +6.2% | 1,181,625 | $104.9M |
| Mariner, LLC | 0.17% | Reduce -1.1% | 1,166,670 | $103.6M |
| Focus Partners Wealth | 0.26% | Add +261.0% | 1,119,087 | $99.4M |
| Financial Advisors, LLC | 18.86% | Reduce -0.2% | 1,107,267 | $98.3M |
| Securian Asset Management, Inc. | 2.74% | Reduce -2.5% | 1,058,637 | $94.0M |
| Quotient Wealth Partners, LLC | 2.94% | Add +1.3% | 1,013,519 | $90.0M |
| Brookstone Capital Management | 1.27% | Reduce -2.8% | 981,832 | $87.2M |
| Bank of New York Mellon Corp | 0.01% | Reduce -30.0% | 899,305 | $79.8M |
| Captrust Financial Advisors | 0.20% | Reduce -15.7% | 768,634 | $68.2M |
| Cwm, LLC | 0.27% | Add +0.6% | 733,304 | $65.1M |
| HighTower Advisors, LLC | 0.09% | Reduce -3.9% | 710,775 | $63.1M |
| Lockheed Martin Investment Management Co. | 2.50% | New | 707,300 | $62.8M |
| Horizon Investments, LLC | 1.75% | Reduce -63.6% | 685,008 | $60.8M |
| Steward Partners Investment Advisory, LLC | 0.50% | Add +2.8% | 632,233 | $56.1M |
| Janney Montgomery Scott LLC | 0.14% | Reduce -0.1% | 584,971 | $51.9M |
| Geneos Wealth Management Inc. | 1.72% | Add +1.0% | 554,003 | $49.2M |
| MAI Capital Management | 0.34% | Add +220.8% | 511,862 | $45.4M |
| Private Advisor Group, LLC | 0.25% | Reduce -4.4% | 506,676 | $45.0M |
| ARS Wealth Advisors Group, LLC | 5.83% | Reduce -8.2% | 477,677 | $42.4M |
| NewEdge Advisors, LLC | 0.25% | Reduce -8.9% | 465,141 | $41.3M |
| Fragasso Financial Advisors Inc | 3.11% | Add +8.4% | 459,752 | $40.8M |
| Glenmede Trust Co. NA | 0.20% | Reduce -1.2% | 443,904 | $39.4M |
| MML Investors Services, LLC | 0.14% | Reduce -31.7% | 441,515 | $39.2M |
| Barclays PLC | 0.02% | Add +15.5% | 431,062 | $38.3M |
| Stifel Financial Corp. | 0.04% | Add +0.5% | 422,663 | $37.5M |
| Facet Wealth, Inc. | 0.93% | Add +8.5% | 377,579 | $35.0M |
| Equitable Holdings, Inc. | 0.33% | Add +1.6% | 389,829 | $34.6M |
| Klingman & Associates, LLC | 2.12% | Reduce -1.6% | 378,386 | $33.6M |
| Integrated Wealth Concepts LLC | 0.39% | Reduce -41.1% | 373,870 | $33.2M |
| Ball & Co Wealth Management Inc. | 25.74% | — | 364,161 | $32.3M |
| Sagespring Wealth Partners, LLC | 0.85% | — | 361,850 | $32.1M |
| Jones Financial Companies LLLP | 0.03% | Add +65.0% | 360,268 | $32.0M |
| Keybank National Association | 0.12% | Reduce -3.4% | 357,314 | $31.7M |
| Insight Wealth Strategies, LLC | 4.09% | Add +1.2% | 343,489 | $30.5M |
| High Probability Advisors, LLC | 5.42% | Add +1.5% | 340,380 | $30.2M |
| Carrera Capital Advisors | 6.91% | Reduce -36.3% | 332,458 | $29.5M |
| Atria Wealth Solutions, Inc. | 0.32% | Add +2.8% | 323,572 | $28.7M |
| Allianz Asset Management GmbH | 0.04% | Reduce -12.3% | 319,342 | $28.4M |
| Kestra Advisory Services, LLC | 0.16% | Add +7.3% | 319,103 | $28.3M |
| GDS Wealth Management | 2.46% | Reduce -7.1% | 303,904 | $27.0M |
| Truist Financial Corp. | 0.04% | Reduce -30.0% | 301,087 | $26.7M |
| Choreo, LLC | 0.37% | Reduce -1.4% | 291,701 | $25.9M |
| Sovereign Investment Advisors, LLC | 7.55% | Add +0.5% | 285,892 | $25.4M |
| Sequoia Financial Advisors, LLC | 0.24% | Add +6039.6% | 285,738 | $25.4M |
| Trilogy Capital Inc. | 1.29% | Reduce -1.2% | 281,808 | $25.0M |
| Stratos Wealth Partners, LTD. | 0.36% | Reduce -3.1% | 281,467 | $25.0M |
| OneDigital Investment Advisors LLC | 0.29% | Reduce -6.0% | 280,995 | $24.9M |
| Citizens Financial Group Inc. | 0.47% | Reduce -1.9% | 274,126 | $24.3M |
| Apella Capital, LLC | 0.90% | Reduce -17.1% | 264,526 | $23.5M |
| Rehmann Capital Advisory Group | 1.48% | Reduce -4.5% | 263,792 | $23.4M |
| Cornerstone Wealth Management, LLC | 1.55% | Reduce -0.1% | 258,396 | $22.9M |
| Well Done, LLC | 4.19% | No change | 250,574 | $22.9M |
| Citigroup Inc. | 0.02% | Reduce -4.0% | 254,721 | $22.6M |
| Capital Advisors, Ltd. LLC | 2.83% | Reduce -1.0% | 253,074 | $22.5M |
| Executive Wealth Management, LLC | 1.73% | Reduce -20.6% | 249,579 | $22.2M |
| Ocean Park Asset Management, LLC | 0.73% | Reduce -62.9% | 243,266 | $21.6M |
| MV Capital Management, Inc. | 2.29% | Reduce -3.7% | 241,510 | $21.4M |
| Park Avenue Securities LLC | 0.22% | Add +26.0% | 238,365 | $21.2M |
| Lineweaver Wealth Advisors, LLC | 3.85% | Reduce -7.4% | 234,451 | $20.8M |
| Avantax Advisory Services, Inc. | 0.13% | Add +1.2% | 230,042 | $20.4M |
| Valmark Advisers, Inc. | 0.31% | Add +3.2% | 226,996 | $20.2M |
| Lowe Wealth Advisors, LLC | 8.58% | Reduce -2.2% | 226,763 | $20.1M |
| Baron Silver Stevens Financial Advisors, LLC | 3.40% | Reduce -0.3% | 225,899 | $20.1M |
| Cassia Capital Partners, LLC | 12.77% | Reduce -2.2% | 225,505 | $20.0M |
| Adaptive Financial Consulting, LLC | 8.29% | Reduce -0.6% | 225,008 | $20.0M |
| Journey Advisory Group, LLC | 2.36% | No change | 234,153 | $19.7M |
| Qube Research & Technologies Ltd | 0.03% | Add +112.5% | 220,177 | $19.5M |
| Symmetry Partners, LLC | 2.76% | Add +70.8% | 218,295 | $19.4M |
| Beacon Pointe Advisors, LLC | 0.21% | Reduce -9.2% | 217,641 | $19.3M |
| Custos Family Office, LLC | 6.71% | Add +6.5% | 215,895 | $19.2M |
| Envestnet Portfolio Solutions, Inc. | 0.06% | Reduce -17.9% | 213,303 | $18.9M |
| Alliancebernstein L.P. | 0.01% | Reduce -26.3% | 212,104 | $18.8M |
| Sanctuary Advisors, LLC | 0.12% | Reduce -7.0% | 202,854 | $18.7M |
| Syntegra Private Wealth Group, LLC | 2.10% | Add +0.7% | 209,628 | $18.6M |
| Creative Planning | 0.02% | Reduce -0.6% | 208,363 | $18.5M |
| FFT Wealth Management LLC | 1.39% | No change | 207,455 | $18.4M |
| Comerica Bank | 0.07% | Reduce -3.2% | 202,155 | $17.9M |
| Independent Advisor Alliance | 0.24% | New | 201,156 | $17.9M |
| Summit Wealth Partners, LLC | 3.64% | Reduce -9.1% | 199,907 | $17.7M |
| Wealth Advisors of Iowa, LLC | 8.57% | Reduce -12.3% | 191,357 | $17.0M |
| Rockefeller Capital Management L.P. | 0.04% | Add +1.8% | 190,721 | $16.9M |
| Lester Murray Antman dba SimplyRich | 4.77% | Reduce -0.7% | 188,264 | $16.7M |
| Intrust Bank NA | 1.61% | Add +0.5% | 178,808 | $15.9M |
| Leonard Rickey Investment Advisors P.L.L.C. | 3.56% | Add +0.5% | 174,308 | $15.5M |
| Capstone Investment Advisors, LLC | 0.19% | Reduce -43.3% | 170,045 | $15.1M |
| Walled Lake Planning & Wealth Management, LLC | 5.49% | Add +3.1% | 166,151 | $14.8M |
| Trinity Wealth Management, LLC | 6.62% | Add +3.1% | 164,705 | $14.6M |
| TD Capital Management LLC | 1.48% | Reduce -3.1% | 164,282 | $14.6M |
| Armbruster Capital Management, Inc. | 2.96% | Reduce -0.3% | 164,237 | $14.6M |
| Leelyn Smith, LLC | 2.52% | Reduce -3.7% | 159,336 | $14.1M |
| M&T Bank Corp | 0.05% | Reduce -16.7% | 158,266 | $14.1M |
| Thrivent Financial for Lutherans | 0.03% | Add +1.1% | 155,737 | $14.0M |
| Sigma Planning Corp | 0.44% | Reduce -3.1% | 156,650 | $13.9M |
| Darrow Company, Inc. | 7.98% | Add +0.8% | 154,918 | $13.8M |
| Asset Advisors Investment Management, LLC | 1.42% | Add +4.9% | 153,262 | $13.6M |
| United Capital Financial Advisors, LLC | 0.11% | Reduce -2.6% | 151,611 | $13.5M |
| Mirae Asset Global Investments Co., Ltd. | 0.05% | Reduce -11.8% | 150,000 | $13.3M |
| Barrett & Company, Inc. | 5.61% | Add +2.6% | 149,741 | $13.3M |
| HRT Financial LP | 0.07% | New | 146,754 | $13.0M |
| NorthCoast Asset Management LLC | 0.06% | Reduce -4.4% | 146,357 | $13.0M |
| Enzi Wealth | 4.87% | Add +3.0% | 141,134 | $12.8M |
| Baird Financial Group, Inc. | 0.02% | Add +3.9% | 143,755 | $12.8M |
| White Pine Investment CO | 3.41% | Reduce -4.4% | 142,354 | $12.6M |
| D.A. Davidson & Co. | 0.10% | Add +8.3% | 142,216 | $12.6M |
| Ironwood Wealth Management, Inc. | 6.17% | Add +1.0% | 142,733 | $12.5M |
| Summit Global Investments | 0.78% | Reduce -3.5% | 140,284 | $12.5M |
| Cresset Asset Management, LLC | 0.06% | Reduce -14.8% | 140,105 | $12.4M |
| Wealth Management Resources, Inc. | 4.50% | Reduce -26.3% | 137,207 | $12.2M |
| Anderson Hoagland & Co. | 1.25% | Reduce -5.4% | 135,509 | $12.2M |
| Tradition Wealth Management, LLC | 1.05% | Add +1.2% | 134,749 | $12.0M |
| CreativeOne Wealth, LLC | 0.36% | Reduce -2.5% | 133,557 | $11.9M |
| Flagship Private Wealth, LLC | 5.69% | Add +3.9% | 133,080 | $11.8M |
| KilterHowling LLC | 6.72% | Add +1.7% | 126,417 | $11.7M |
| Pacific Center for Financial Services | 3.00% | Add +0.7% | 131,406 | $11.7M |
| Birchbrook, Inc. | 6.54% | Add +0.9% | 129,482 | $11.5M |
| Gerber Kawasaki Wealth & Investment Management | 0.48% | Reduce -1.6% | 124,079 | $11.0M |
| Money Concepts Capital Corp. | 0.81% | Add +0.4% | 122,614 | $10.9M |
| Fortune Financial Advisors, LLC | 9.87% | Add +3.8% | 122,298 | $10.9M |
| Meridian Wealth Advisors, LLC | 1.79% | Reduce -1.6% | 122,026 | $10.8M |
| Kwmg, LLC | 1.09% | Add +0.1% | 119,583 | $10.6M |
| Global Retirement Partners, LLC | 0.30% | Add +3.0% | 119,182 | $10.6M |
| Garrett Wealth Advisory Group, LLC | 2.40% | Reduce -0.7% | 118,986 | $10.6M |
| Clearstead Advisors, LLC | 0.16% | Reduce -8.4% | 118,887 | $10.6M |
| Stock Yards Bank & Trust Co. | 0.36% | Reduce -35.4% | 118,883 | $10.6M |
| Winthrop Capital Management, LLC | 2.80% | Add +0.5% | 118,689 | $10.5M |
| Capital Planning LLC | 2.74% | Add +0.5% | 117,575 | $10.4M |
| Lido Advisors, LLC | 0.06% | Reduce -8.5% | 114,356 | $10.2M |
| Spectrum Asset Management, Inc. (NB/CA) | 4.49% | Reduce -5.2% | 112,435 | $10.0M |
| Verus Capital Partners, LLC | 0.95% | Reduce -1.0% | 112,088 | $10.0M |
| Modus Advisors, LLC | 3.08% | Reduce -2.7% | 110,738 | $9.8M |
| Northwest & Ethical Investments L.P. | 0.26% | No change | 109,700 | $9.7M |
| Beacon Bank & Trust | 2.26% | Add +10.7% | 109,474 | $9.7M |
| MA Private Wealth | 1.82% | Reduce -1.2% | 109,406 | $9.7M |
| New England Private Wealth Advisors LLC | 1.53% | Add +9.1% | 108,944 | $9.7M |
| Russell Investments Group, Ltd. | 0.01% | Reduce -86.0% | 107,658 | $9.6M |
| Sowell Financial Services LLC | 0.50% | Reduce -0.3% | 106,917 | $9.5M |
| Tyler-Stone Wealth Management | 1.68% | Reduce -0.9% | 106,678 | $9.5M |
| Brickley Wealth Management | 1.92% | No change | 106,533 | $9.5M |
| Moneco Advisors, LLC | 1.00% | Add +0.6% | 106,524 | $9.5M |
| Aspiriant, LLC | 0.34% | Add +0.3% | 104,673 | $9.3M |
| Nations Financial Group Inc, /Ia/ | 0.68% | Add +0.4% | 104,637 | $9.3M |
| Founders Financial Securities LLC | 0.83% | Reduce -27.9% | 103,046 | $9.1M |
| Bellwether Advisors, LLC | 1.63% | Reduce -0.5% | 102,754 | $9.1M |
| IHT Wealth Management, LLC | 0.29% | Reduce -17.2% | 102,644 | $9.1M |
| J.W. Cole Advisors, Inc. | 0.37% | Add +0.5% | 102,004 | $9.1M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -11.8% | 101,914 | $9.0M |
| Jmac Enterprises LLC | 1.40% | Add +5.8% | 100,470 | $8.9M |
| Bay Rivers Group | 4.32% | Reduce -0.6% | 100,278 | $8.9M |
| First Hawaiian Bank | 0.29% | No change | 98,510 | $8.7M |
| MorganRosel Wealth Management, LLC | 2.87% | Reduce -1.9% | 98,462 | $8.7M |
| Legacy Advisory Services, LLC | 7.44% | Add +23.6% | 98,281 | $8.7M |
| Snowden Capital Advisors LLC | 0.27% | Reduce -1.0% | 98,251 | $8.7M |
| Win Advisors, Inc. | 4.16% | New | 96,724 | $8.6M |
| Banco Santander, S.A. | 0.10% | Reduce -3.9% | 96,708 | $8.6M |
| Savant Capital, LLC | 0.07% | Reduce -46.5% | 95,921 | $8.5M |
| Ancora Advisors LLC | 0.19% | Reduce -8.8% | 94,460 | $8.4M |
| Evergreen Capital Management LLC | 0.27% | Add +7.6% | 94,161 | $8.4M |
| Parallel Advisors, LLC | 0.19% | Reduce -2.5% | 93,736 | $8.3M |
| &partners | 0.10% | Add +128.0% | 93,340 | $8.3M |
| Calamos Wealth Management LLC | 0.42% | Add +0.4% | 93,192 | $8.3M |
| Sheridan Capital Management, LLC | 5.78% | Add +1.9% | 92,620 | $8.2M |
| Principal Securities, Inc. | 0.18% | Reduce -4.9% | 91,082 | $8.1M |
| Van Hulzen Asset Management, LLC | 0.58% | Add +2.7% | 90,011 | $8.0M |
| Aptus Capital Advisors, LLC | 0.09% | Add +60.0% | 89,751 | $8.0M |
| Blair William & Co. | 0.02% | Add +0.7% | 89,029 | $7.9M |
| Gladstone Institutional Advisory LLC | 0.36% | Reduce -7.1% | 87,675 | $7.8M |
| Keeler & Nadler Financial Planning & Wealth Management | 3.63% | Reduce -13.1% | 87,362 | $7.8M |
| Kingswood Wealth Advisors, LLC | 0.58% | Add +64.1% | 87,227 | $7.7M |
| Kennedy Investment Group, Inc. | 3.50% | Add +21.0% | 87,029 | $7.7M |
| BridgePort Financial Solutions, LLC | 3.44% | — | 81,512 | $7.6M |
| Smart Money Group LLC | 2.60% | Reduce -0.8% | 84,713 | $7.5M |
| SageView Advisory Group, LLC | 0.32% | Reduce -5.6% | 83,150 | $7.4M |
| Per Stirling Capital Management, LLC. | 1.05% | Reduce -8.6% | 83,049 | $7.4M |
| Diversify Advisory Services, LLC | 0.41% | Add +1.3% | 83,992 | $7.4M |
| Running Point Capital Advisors, LLC | 2.50% | Reduce -17.5% | 82,112 | $7.3M |
| Prospera Financial Services Inc | 0.17% | Reduce -4.7% | 81,838 | $7.3M |
| Avant Capital LLC | 5.92% | — | 80,352 | $7.1M |
| Family Capital Trust Co | 2.42% | Reduce -5.3% | 80,316 | $7.1M |
| L. Roy Papp & Associates, LLP | 0.83% | Add +5.7% | 80,264 | $7.1M |
| Mayflower Financial Advisors, LLC | 1.02% | Reduce -1.8% | 77,068 | $6.8M |
| 1900 Wealth Management LLC | 0.57% | Reduce -1.9% | 76,914 | $6.8M |
| Merit Financial Group, LLC | 0.12% | Add +9.5% | 76,827 | $6.8M |
| Axxcess Wealth Management, LLC | 0.17% | Reduce -7.1% | 76,212 | $6.8M |
| Columbus Macro, LLC | 0.93% | Add +176.8% | 75,758 | $6.7M |
| World Investment Advisors | 0.18% | Reduce -60.7% | 75,462 | $6.7M |
| Legacy Financial Advisors, Inc. | 1.10% | Reduce -11.6% | 75,207 | $6.7M |
| Wharton Business Group, LLC | 0.30% | Reduce -1.6% | 74,742 | $6.6M |
| Mather Group, Llc. | 0.09% | Add +0.2% | 74,568 | $6.6M |
| Flow Traders U.S. LLC | 0.26% | Add +12.3% | 73,965 | $6.6M |
| Moloney Securities Asset Management, LLC | 0.88% | Add +0.6% | 73,228 | $6.5M |
| AE Wealth Management LLC | 0.05% | Add +13.9% | 72,896 | $6.5M |
| EdgeRock Capital LLC | 4.21% | Add +7.8% | 72,398 | $6.4M |
| FAS Wealth Partners, Inc. | 0.54% | Add +0.6% | 72,153 | $6.4M |
| Essex Financial Services, Inc. | 0.45% | Reduce -1.7% | 72,120 | $6.4M |
| High Net Worth Advisory Group LLC | 1.77% | Reduce -2.3% | 71,431 | $6.3M |
| Dakota Wealth Management | 0.14% | Add +1.2% | 70,341 | $6.2M |
| Concurrent Investment Advisors, LLC | 0.17% | Reduce -45.2% | 69,671 | $6.2M |
| Investment Advisory Group, LLC | 2.07% | Reduce -0.5% | 69,524 | $6.2M |
| Financial Advocates Investment Management | 0.35% | Reduce -21.1% | 68,894 | $6.2M |
| Able Wealth Management LLC | 4.05% | Add +1.4% | 69,293 | $6.2M |
| Independence Bank of Kentucky | 0.94% | Add +517.3% | 68,592 | $6.1M |
| Shepherd Kaplan Krochuk, LLC | 5.09% | Reduce -15.4% | 68,529 | $6.1M |
| Foundations Investment Advisors, LLC | 0.12% | Add +2.7% | 68,475 | $6.1M |
| Guerra Pan Advisors, LLC | 4.37% | Reduce -0.4% | 68,060 | $6.0M |
| Allred Capital Management, LLC | 2.33% | Reduce -0.4% | 67,885 | $6.0M |
| Shore Point Advisors, LLC | 3.23% | Reduce -1.0% | 67,731 | $6.0M |
| Tower Research Capital LLC (TRC) | 0.12% | New | 67,476 | $6.0M |
| GTS Securities LLC | 0.29% | Add +638.8% | 66,687 | $5.9M |
| Cambridge Associates LLC /Ma/ | 0.19% | No change | 65,881 | $5.8M |
| Squarepoint Ops LLC | 0.02% | Add +187.4% | 65,856 | $5.8M |
| Csenge Advisory Group | 0.32% | Add +2.2% | 65,710 | $5.8M |
| Capital Asset Advisory Services LLC | 0.29% | Reduce -19.3% | 65,430 | $5.8M |
| Perigon Wealth Management, LLC | 0.14% | Add +4.0% | 64,708 | $5.8M |
| EP Wealth Advisors, LLC | 0.05% | Reduce -15.2% | 65,116 | $5.8M |
| Kelly Financial Group LLC | 2.05% | — | 64,832 | $5.8M |
| Sequent Asset Management, LLC | 2.82% | Reduce -0.6% | 64,487 | $5.7M |
| Ameritas Advisory Services, LLC | 0.19% | Reduce -31.3% | 63,147 | $5.6M |
| Corient Private Wealth LP | 0.01% | Reduce -30.9% | 63,027 | $5.6M |
| FDx Advisors, Inc. | 1.63% | Reduce -6.7% | 62,960 | $5.6M |
| Franklin Resources Inc. | 0.00% | Add +0.4% | 62,406 | $5.5M |
| Kathleen S. Wright Associates Inc. | 2.30% | Add +3.0% | 62,289 | $5.5M |
| Apollon Financial, LLC | 1.38% | Add +0.2% | 62,141 | $5.5M |
| Redwood Park Advisors LLC | 4.70% | — | 62,003 | $5.5M |
| Mgo One Seven LLC | 0.21% | Add +1.0% | 61,939 | $5.5M |
| Ibex Wealth Advisors | 0.64% | New | 61,672 | $5.5M |
| Allworth Financial LP | 0.03% | Add +1.3% | 60,208 | $5.5M |
| Choate Investment Advisors | 0.13% | Add +0.5% | 60,973 | $5.4M |
| Wells Financial Advisors INC | 7.33% | Reduce -3.0% | 60,575 | $5.4M |
| Mandatum Life Insurance Co Ltd | 1.59% | No change | 60,455 | $5.4M |
| Citadel Advisors | 0.01% | Reduce -46.1% | 59,847 | $5.3M |
| Atria Investments, Inc | 0.07% | Add +2.1% | 59,151 | $5.3M |
| Apexium Financial, LP | 0.32% | Reduce -1.3% | 58,765 | $5.2M |
| Modern Wealth Management, LLC | 0.19% | Add +1.0% | 58,614 | $5.2M |
| Apollon Wealth Management, LLC | 0.12% | Reduce -0.8% | 58,590 | $5.2M |
| Allianz SE | 0.13% | Reduce -87.2% | 57,472 | $5.1M |
| Camden National Bank | 0.76% | Reduce -2.3% | 57,203 | $5.1M |
| Independent Financial Group, LLC | 0.17% | Add +5.1% | 57,002 | $5.1M |
| Roehl & Yi Investment Advisors, LLC | 2.78% | — | 56,966 | $5.1M |
| Haverford Trust Co | 0.05% | Reduce -6.6% | 56,026 | $5.0M |
| Maridea Wealth Management LLC | 1.58% | — | 55,340 | $4.9M |
| Tompkins Financial Corp. | 0.45% | Add +1.1% | 54,118 | $4.8M |
| Ade, LLC | 2.94% | Reduce -2.8% | 54,000 | $4.8M |
| CFM Wealth Partners LLC | 0.81% | Add +3.3% | 53,954 | $4.8M |
| RHS Financial, LLC | 2.43% | Reduce -4.8% | 52,977 | $4.7M |
| Susquehanna International Group, LLP | 0.01% | Reduce -21.0% | 52,069 | $4.6M |
| McNaughton Wealth Management, LLC | 2.22% | Add +0.1% | 51,980 | $4.6M |
| Orion Porfolio Solutions, LLC | 0.05% | Add +0.4% | 51,755 | $4.6M |
| Orion Portfolio Solutions, LLC | 0.05% | Add +0.4% | 51,755 | $4.6M |
| Crestwood Advisors Group, LLC | 0.09% | Reduce -2.5% | 51,550 | $4.6M |
| Cordatus Wealth Management LLC | 1.21% | Reduce -0.8% | 51,478 | $4.6M |
| WealthBridge Capital Management, LLC | 1.25% | Add +4.3% | 50,592 | $4.5M |
| Round Rock Advisors LLC | 0.92% | Reduce -2.9% | 50,313 | $4.5M |
| Townsquare Capital LLC | 0.05% | Reduce -10.3% | 50,222 | $4.5M |
| Western Wealth Management, LLC | 0.24% | Add +7.1% | 50,171 | $4.5M |
| Acorn Wealth Advisors, LLC | 1.81% | Reduce -3.9% | 49,347 | $4.4M |
| Petix & Botte Co | 1.15% | Reduce -24.9% | 49,282 | $4.4M |
| Monterey Private Wealth, Inc. | 1.44% | Reduce -2.8% | 49,265 | $4.4M |
| Gateway Wealth Partners, LLC | 1.13% | Add +0.6% | 49,087 | $4.4M |
| Journey Strategic Wealth LLC | 0.16% | Reduce -0.2% | 48,981 | $4.3M |
| Fiduciary Trust Co | 0.06% | Reduce -1.0% | 48,666 | $4.3M |
| Altus Wealth Group LLC | 1.90% | Reduce -7.4% | 48,414 | $4.3M |
| Milestone Investment Advisors LLC | 1.15% | Reduce -0.5% | 47,608 | $4.2M |
| Montecito Bank & Trust | 0.72% | Reduce -1.4% | 47,119 | $4.2M |
| Flagship Harbor Advisors, LLC | 0.22% | Add +0.5% | 47,038 | $4.2M |
| Cozad Asset Management Inc. | 0.39% | Reduce -1.6% | 46,503 | $4.1M |
| Great Valley Advisor Group, Inc. | 0.09% | Add +1.1% | 45,893 | $4.1M |
| Focus Financial Network, Inc. | 0.16% | Add +0.3% | 45,464 | $4.0M |
| Forefront Analytics, LLC | 1.87% | Add +284.4% | 45,308 | $4.0M |
| Sugar Maple Asset Management, LLC | 3.06% | Reduce -1.7% | 45,275 | $4.0M |
| Rik Saylor Financial, Inc. | 3.71% | — | 45,222 | $4.0M |
| Arkansas Financial Group, Inc. | 0.65% | Reduce -0.7% | 45,127 | $4.0M |
| HHM Wealth Advisors, LLC | 0.54% | Reduce -1.1% | 44,619 | $4.0M |
| Bowman & Co S.C. | 2.06% | Reduce -12.0% | 44,580 | $4.0M |
| Legacy Private Trust Co. | 0.26% | Reduce -3.6% | 43,908 | $3.9M |
| Hoese & Co LLP | 3.35% | Reduce -1.6% | 43,496 | $3.9M |
| Keystone Financial Group | 0.38% | Add +8.8% | 43,327 | $3.8M |
| Cardinal Strategic Wealth Guidance | 1.23% | Reduce -14.0% | 43,301 | $3.8M |
| IFG Advisory, LLC | 0.22% | Reduce -35.7% | 43,185 | $3.8M |
| Investment Partners, LTD. | 1.57% | Reduce -0.4% | 42,946 | $3.8M |
| Commerce Bank | 0.02% | Reduce -2.4% | 42,416 | $3.8M |
| GPS Wealth Strategies Group, LLC | 0.48% | Reduce -0.6% | 42,077 | $3.7M |
| Fidelis Capital Partners, LLC | 0.37% | No change | 40,301 | $3.7M |
| Manning & Napier Advisors LLC | 0.04% | Reduce -75.4% | 41,105 | $3.6M |
| Ashton Thomas Private Wealth, LLC | 0.14% | New | 41,086 | $3.6M |
| Pathstone Holdings, LLC | 0.02% | Add +214.7% | 41,044 | $3.6M |
| Aries Wealth Management | 0.99% | Reduce -0.1% | 40,624 | $3.6M |
| Houlihan Financial Resource Group, Ltd. | 1.53% | Add +0.2% | 40,549 | $3.6M |
| Muirfield Wealth Advisors LLC | 2.96% | Reduce -2.3% | 40,490 | $3.6M |
| Daiwa Securities Group Inc. | 0.02% | Reduce -1.9% | 39,900 | $3.5M |
| Brandywine Oak Private Wealth LLC | 0.34% | Reduce -2.8% | 39,675 | $3.5M |
| Mechanics Bank Trust Department | 0.47% | Reduce -1.9% | 39,549 | $3.5M |
| Absolute Capital Management, LLC | 1.94% | Add +17.4% | 39,503 | $3.5M |
| CGN Advisors LLC | 0.34% | Add +0.1% | 39,367 | $3.5M |
| Strategic Point Investment Advisors, LLC | 0.57% | Reduce -1.5% | 39,288 | $3.5M |
| Advisory Services Network, LLC | 0.06% | Add +7.3% | 39,164 | $3.5M |
| Grayhawk Investment Strategies Inc. | 6.63% | New | 39,154 | $3.5M |
| Cora Capital Advisors LLC | 1.65% | Reduce -1.4% | 38,642 | $3.4M |
| Federation des caisses Desjardins du Quebec | 0.02% | Add +19.6% | 38,626 | $3.4M |
| CX Institutional | 0.14% | Reduce -6.8% | 38,597 | $3.4M |
| Prime Capital Investment Advisors, LLC | 0.05% | Reduce -9.3% | 38,583 | $3.4M |
| Natixis Advisors, LLC | 0.01% | Reduce -10.3% | 38,547 | $3.4M |
| Bell Investment Advisors, Inc | 0.64% | Reduce -0.2% | 38,445 | $3.4M |
| First Citizens Bank & Trust Co. | 0.06% | Reduce -18.1% | 38,425 | $3.4M |
| Arax Advisory Partners | 0.21% | Add +16.0% | 38,384 | $3.4M |
| BCM Advisors, LLC | 0.76% | Reduce -17.9% | 36,387 | $3.4M |
| TD Waterhouse Canada Inc. | 0.03% | Reduce -1.5% | 38,053 | $3.4M |
| GGM Financial LLC | 3.60% | Add +1.0% | 38,040 | $3.4M |
| AQR Capital Management | 0.00% | Add +11.5% | 37,959 | $3.4M |
| Emerald Advisors, LLC | 0.46% | Add +3.3% | 37,671 | $3.3M |
| Carr Financial Group Corp | 1.05% | Add +7.8% | 37,485 | $3.3M |
| Hibernia Wealth Partners, LLC | 2.54% | Reduce -49.8% | 37,405 | $3.3M |
| Brass Tax Wealth Management, Inc. | 0.70% | Reduce -1.8% | 37,366 | $3.3M |
| Signature Estate & Investment Advisors LLC | 0.08% | Reduce -0.1% | 37,004 | $3.3M |
| Brown Wealth Management, LLC | 1.15% | Reduce -11.5% | 36,594 | $3.2M |
| Cynosure Group, LLC | 0.48% | New | 36,065 | $3.2M |
| Colonial Trust Advisors | 0.28% | No change | 36,020 | $3.2M |
| Weaver Consulting Group | 0.98% | No change | 36,017 | $3.2M |
| Hobbs Group Advisors, LLC | 1.20% | Reduce -53.6% | 36,009 | $3.2M |
| Mutual Advisors, LLC | 0.09% | Add +5.2% | 35,360 | $3.2M |
| Cyndeo Wealth Partners, LLC | 0.21% | Reduce -13.4% | 35,535 | $3.2M |
| Marino, Stram & Associates LLC | 0.69% | Add +2.4% | 35,363 | $3.1M |
| Financial Enhancement Group LLC | 0.48% | Reduce -70.3% | 35,563 | $3.1M |
| Defined Wealth Management, LLC | 2.06% | Reduce -0.6% | 35,101 | $3.1M |
| Yeomans Consulting Group, Inc. | 1.16% | Add +2.5% | 35,032 | $3.1M |
| ORG Partners LLC | 0.43% | Reduce -0.1% | 34,968 | $3.1M |
| Guardian Wealth Advisors, LLC / NC | 0.25% | Add +4815.6% | 34,606 | $3.1M |
| 10Elms LLP | 3.85% | — | 34,591 | $3.1M |
| Pallas Capital Advisors LLC | 0.13% | No change | 34,558 | $3.1M |
| Foster Group, Inc. | 0.12% | Reduce -6.5% | 34,156 | $3.0M |
| Strategic Blueprint, LLC | 0.18% | Add +24.5% | 33,966 | $3.0M |
| Delta Wealth Advisors LLC | 2.82% | Reduce -3.6% | 33,729 | $3.0M |
| Tacita Capital Inc | 2.14% | No change | 33,698 | $3.0M |
| Johnson Financial Group, Inc. | 0.14% | Reduce -3.0% | 32,394 | $3.0M |
| Santori & Peters, Inc. | 1.14% | Reduce -0.1% | 33,458 | $3.0M |
| Waverly Advisors, LLC | 0.05% | Add +46.9% | 32,886 | $2.9M |
| Curtis Advisory Group, LLC | 0.77% | Reduce -0.2% | 32,665 | $2.9M |
| Level Four Advisory Services, LLC | 0.12% | Reduce -0.6% | 32,609 | $2.9M |
| One Wealth Advisors, LLC | 0.43% | Reduce -3.3% | 32,474 | $2.9M |
| Bank of Montreal | 0.00% | Add +1.1% | 32,380 | $2.9M |
| Compass Capital Corp. /Ma/ | 1.12% | — | 32,354 | $2.9M |
| Sax Wealth Advisors, LLC | 0.22% | Reduce -3.4% | 32,182 | $2.9M |
| Good Life Advisors, LLC | 0.21% | Reduce -33.3% | 31,896 | $2.8M |
| Mascoma Wealth Management LLC | 0.71% | Reduce -30.9% | 31,665 | $2.8M |
| Syverson Strege & Co | 0.93% | Reduce -1.8% | 31,400 | $2.8M |
| Delos Wealth Advisors, LLC | 2.21% | Add +12.8% | 31,244 | $2.8M |
| John W. Brooker & Co., CPAs | 1.20% | Reduce -2.5% | 31,205 | $2.8M |
| IFP Advisors, Inc | 0.09% | Reduce -2.4% | 30,982 | $2.8M |
| Wealth Management Partners, LLC | 1.18% | Reduce -2.5% | 30,914 | $2.7M |
| Nwam LLC | 0.17% | Add +0.6% | 30,703 | $2.7M |
| ETF Store, Inc. | 3.37% | Reduce -12.0% | 30,569 | $2.7M |
| Concourse Financial Group Securities, Inc. | 0.15% | Reduce -2.3% | 29,910 | $2.7M |
| Lodestar Private Asset Management LLC | 0.34% | Reduce -1.0% | 30,383 | $2.7M |
| Visionary Wealth Advisors | 0.16% | Reduce -2.1% | 30,364 | $2.7M |
| First Heartland Consultants, Inc. | 0.28% | Reduce -1.3% | 30,308 | $2.7M |
| Summit Financial, LLC | 0.09% | Add +101.4% | 30,159 | $2.7M |
| Tanglewood Legacy Advisors, LLC | 1.13% | Reduce -1.1% | 29,801 | $2.6M |
| Capital Investment Advisory Services, LLC | 0.25% | Add +0.3% | 29,736 | $2.6M |
| Patriot Investment Management Group, Inc. | 0.20% | Add +1.2% | 29,431 | $2.6M |
| UMB Bank, n.a. | 0.04% | Reduce -15.1% | 29,223 | $2.6M |
| New England Asset Management Inc. | 0.46% | No change | 29,150 | $2.6M |
| Two Sigma Securities, LLC | 0.47% | Add +866.9% | 28,988 | $2.6M |
| Cary Street Partners Financial LLC | 0.08% | — | 28,788 | $2.6M |
| Pension & Wealth Management Advisors, Inc. | 1.01% | Reduce -0.6% | 28,522 | $2.5M |
| Diversified Enterprises, LLC | 0.24% | Reduce -7.0% | 28,132 | $2.5M |
| Ellis Investment Partners, LLC | 0.49% | Reduce -16.1% | 27,957 | $2.5M |
| Spire Wealth Management | 0.08% | Reduce -3.4% | 27,815 | $2.5M |
| Milestone Asset Management Group, LLC | 2.20% | — | 27,698 | $2.5M |
| Nomura Asset Management Co. Ltd. | 0.01% | No change | 27,600 | $2.5M |
| Archford Capital Strategies, LLC | 0.37% | Add +24.2% | 27,566 | $2.4M |
| Strategic Wealth Investment Group, LLC | 0.13% | New | 22,170 | $2.4M |
| Keebeck Wealth Management | 0.35% | Reduce -0.6% | 27,365 | $2.4M |
| Signaturefd, LLC | 0.05% | Reduce -9.7% | 26,958 | $2.4M |
| ACT Advisors, LLC. | 1.29% | Reduce -0.5% | 26,923 | $2.4M |
| 180 Wealth Advisors, LLC | 0.37% | Reduce -4.9% | 26,816 | $2.4M |
| Kingsview Wealth Management, LLC | 0.05% | Reduce -56.5% | 26,543 | $2.4M |
| Blake Schutter Theil Wealth Advisors, LLC | 2.48% | Reduce -1.0% | 26,482 | $2.4M |
| National Bank of Canada | 0.00% | Add +1.9% | 26,222 | $2.3M |
| Hirtle & Co., LLC | 0.11% | New | 26,138 | $2.3M |
| Summit Trail Advisors, LLC | 0.08% | No change | 25,907 | $2.3M |
| WT Wealth Management | 0.72% | Reduce -2.7% | 25,728 | $2.3M |
| Regal Investment Advisors LLC | 0.17% | Reduce -10.3% | 25,639 | $2.3M |
| Advisor Resource Council | 1.62% | New | 25,411 | $2.3M |
| Roof Eidam Maycock Peralta, LLC | 0.58% | No change | 25,395 | $2.3M |
| MGB Wealth Management, LLC | 0.70% | No change | 25,297 | $2.2M |
| Summit Investment Advisory Services, LLC | 1.15% | Reduce -6.3% | 25,165 | $2.2M |
| Whittier Trust Co. | 0.03% | No change | 25,011 | $2.2M |
| Ballew Advisors, Inc | 1.40% | Reduce -2.9% | 24,912 | $2.2M |
| Fiduciary Financial Group, LLC | 0.48% | No change | 24,970 | $2.2M |
| Friedenthal Financial | 1.26% | Reduce -0.7% | 24,188 | $2.1M |
| 5T Wealth, LLC | 1.17% | — | 24,073 | $2.1M |
| Strategic Family Wealth Counselors, L.L.C. | 0.69% | Reduce -0.8% | 23,999 | $2.1M |
| Diversified Trust Co. | 0.05% | No change | 23,785 | $2.1M |
| GFG Capital, LLC | 0.58% | Reduce -0.6% | 23,602 | $2.1M |
| PFG Advisors | 0.13% | Add +2.6% | 23,529 | $2.1M |
| Hilltop Partners LLC | 0.71% | Reduce -1.6% | 23,438 | $2.1M |
| TPG Advisors LLC | 1.62% | Reduce -3.5% | 23,318 | $2.1M |
| Centurion Wealth Management LLC | 0.64% | Reduce -7.2% | 23,078 | $2.0M |
| Tritonpoint Wealth, LLC | 0.19% | Reduce -1.1% | 23,045 | $2.0M |
| Graham Capital Wealth Management, LLC | 1.75% | Reduce -63.6% | 22,796 | $2.0M |
| Capital Analysts, LLC | 0.08% | Reduce -29.5% | 22,794 | $2.0M |
| Shepherd Financial Partners LLC | 0.24% | Reduce -3.4% | 22,764 | $2.0M |
| Forum Private Client Group LLC | 0.90% | Reduce -9.8% | 22,666 | $2.0M |
| Smith, Moore & Co. | 0.18% | Reduce -22.3% | 22,638 | $2.0M |
| Northern Trust Corp. | 0.00% | Reduce -34.8% | 22,568 | $2.0M |
| Baring Financial LLC | 1.79% | — | 22,561 | $2.0M |
| Thompson David Blair | 1.45% | — | 22,454 | $2.0M |
| Harbour Investments, Inc. | 0.06% | Reduce -2.5% | 22,415 | $2.0M |
| CPC Advisors, LLC | 0.27% | Add +5.3% | 22,313 | $2.0M |
| Arcus Capital Partners, LLC | 0.63% | Add +7.1% | 23,691 | $2.0M |
| B. Riley Wealth Advisors, Inc. | 0.06% | Reduce -33.0% | 22,184 | $2.0M |
| PFG Investments, LLC | 0.12% | Add +272.9% | 22,095 | $2.0M |
| Robertson Stephens Wealth Management, LLC | 0.07% | Reduce -2.2% | 22,035 | $2.0M |
| Sapient Capital LLC | 0.04% | Add +25.2% | 22,006 | $2.0M |
| Composition Wealth, LLC | 0.04% | Reduce -2.6% | 21,998 | $2.0M |
| DecisionMap Wealth Management, LLC | 1.54% | — | 21,930 | $1.9M |
| New Century Financial Group, LLC | 0.83% | Reduce -7.7% | 21,842 | $1.9M |
| Vanguard Group Inc. | 0.00% | Add +0.4% | 21,805 | $1.9M |
| Granite FO LLC | 1.10% | No change | 21,735 | $1.9M |
| Magnolia Capital Advisors LLC | 0.50% | Add +52.5% | 21,630 | $1.9M |
| Detalus Advisors, LLC | 0.62% | Reduce -0.3% | 21,359 | $1.9M |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -6.3% | 21,225 | $1.9M |
| PCA Investment Advisory Services Inc. | 0.87% | Reduce -4.5% | 21,208 | $1.9M |
| Caprock Group, LLC | 0.06% | Add +49.0% | 21,151 | $1.9M |
| Fort Point Capital Partners LLC | 0.21% | Add +0.0% | 20,936 | $1.9M |
| IRON Financial LLC | 1.04% | Reduce -2.5% | 20,907 | $1.9M |
| Bernardo Wealth Planning LLC | 0.44% | Reduce -1.2% | 21,154 | $1.9M |
| Mosaic Family Wealth Partners, LLC | 0.27% | Add +1.6% | 20,890 | $1.9M |
| HB Wealth Management, LLC | 0.02% | Add +16.6% | 20,711 | $1.8M |
| Avior Wealth Management, LLC | 0.07% | Reduce -0.8% | 20,648 | $1.8M |
| Forvis Mazars Wealth Advisors, LLC | 0.04% | Reduce -4.2% | 20,633 | $1.8M |
| Townsend Asset Management Corp. /NC/ | 0.67% | Add +0.1% | 20,536 | $1.8M |
| Black Diamond Financial, LLC | 0.27% | No change | 20,332 | $1.8M |
| CFS Investment Advisory Services, LLC | 0.16% | Reduce -0.1% | 20,298 | $1.8M |
| Ascent Wealth Partners, LLC | 0.24% | Reduce -0.5% | 20,290 | $1.8M |
| Stephens Inc. | 0.03% | Add +9.8% | 20,265 | $1.8M |
| Wealthcare Advisory Partners LLC | 0.05% | Reduce -3.4% | 20,249 | $1.8M |
| Symphony Financial Services, Inc. | 1.44% | Add +8.2% | 20,225 | $1.8M |
| Fortis Group Advisors, LLC | 0.33% | Add +0.9% | 20,199 | $1.8M |
| Almanack Investment Partners, LLC. | 0.28% | No change | 20,195 | $1.8M |
| CoreCap Advisors, LLC | 0.08% | Reduce -14.6% | 20,178 | $1.8M |
| Trustmark Bank Trust Department | 0.13% | Reduce -2.5% | 19,642 | $1.7M |
| Wetzel Investment Advisors, Inc. | 0.87% | Reduce -2.3% | 19,588 | $1.7M |
| Retirement Planning Group, LLC | 0.09% | Add +0.9% | 19,569 | $1.7M |
| Manchester Capital Management LLC | 0.20% | No change | 19,400 | $1.7M |
| Shufro Rose & Co. LLC | 0.13% | Reduce -9.1% | 19,380 | $1.7M |
| VERITY Wealth Advisors | 1.23% | Reduce -8.2% | 19,253 | $1.7M |
| Welch & Forbes LLC | 0.02% | No change | 19,116 | $1.7M |
| Strategic Investment Advisors / MI | 0.18% | Add +7.5% | 19,053 | $1.7M |
| BCGM Wealth Management, LLC | 0.54% | Add +0.8% | 19,033 | $1.7M |
| Safeguard Investment Advisory Group, LLC | 0.46% | Reduce -13.8% | 19,026 | $1.7M |
| Scotia Capital Inc. | 0.01% | Add +3.5% | 18,943 | $1.7M |
| Farther Finance Advisors, LLC | 0.06% | Add +31.5% | 18,817 | $1.7M |
| Nottingham Advisors, Inc. | 0.21% | Reduce -49.3% | 18,590 | $1.7M |
| Compound Planning, Inc. | 0.08% | Add +9.6% | 18,555 | $1.6M |
| Ergawealth Advisors, Inc. | 0.81% | Reduce -16.8% | 18,500 | $1.6M |
| Wescott Financial Advisory Group, LLC | 0.17% | Reduce -5.2% | 18,413 | $1.6M |
| Atlas Private Wealth Advisors | 0.23% | Reduce -26.8% | 18,342 | $1.6M |
| D. E. Shaw & Co. | 0.00% | New | 18,315 | $1.6M |
| Cypress Wealth Services, LLC | 0.33% | Reduce -2.3% | 18,307 | $1.6M |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +151.6% | 18,278 | $1.6M |
| Quantinno Capital Management LP | 0.02% | Add +184.3% | 18,097 | $1.6M |
| Private Trust Co. NA | 0.16% | Reduce -1.4% | 18,054 | $1.6M |
| Sage Mountain Advisors LLC | 0.12% | Add +7.7% | 18,047 | $1.6M |
| Sugarloaf Wealth Management, LLC | 0.30% | Reduce -31.8% | 18,038 | $1.6M |
| Retireful, LLC | 0.90% | Reduce -46.0% | 17,963 | $1.6M |
| Strategy Asset Managers LLC | 0.31% | Reduce -4.3% | 17,942 | $1.6M |
| Saxon Interests, Inc. | 0.70% | Add +0.9% | 17,791 | $1.6M |
| Park Place Capital Corp | 0.44% | Reduce -5.2% | 17,783 | $1.6M |
| Aspire Growth Partners LLC | 1.54% | — | 17,761 | $1.6M |
| Capital Market Strategies LLC | 0.91% | No change | 17,747 | $1.6M |
| Family Manage LLC | 0.26% | Reduce -62.3% | 17,725 | $1.6M |
| Vestcor Inc | 0.05% | Add +43.3% | 17,610 | $1.6M |
| Roman Butler Fullerton & Co. | 0.50% | Reduce -2.5% | 16,995 | $1.6M |
| Kaydan Wealth Management, Inc. | 0.52% | Reduce -1.0% | 17,565 | $1.6M |
| Sachetta, LLC | 0.61% | Reduce -0.0% | 17,483 | $1.6M |
| Intellectus Partners, LLC | 0.34% | Add +3.5% | 17,403 | $1.5M |
| Center For Asset Management LLC | 0.99% | Reduce -7.1% | 17,275 | $1.5M |
| Marcum Wealth, LLC | 0.13% | Add +1.6% | 17,231 | $1.5M |
| Golden State Wealth Management, LLC | 0.23% | — | 17,218 | $1.5M |
| Security Financial Services, INC. | 0.31% | Reduce -4.8% | 17,117 | $1.5M |
| Creekside Partners | 0.79% | Reduce -1.5% | 17,063 | $1.5M |
| Dohj, LLC | 0.35% | Reduce -0.6% | 16,954 | $1.5M |
| Elevate Wealth Advisory, Inc. | 1.12% | Add +9.4% | 17,069 | $1.5M |
| NewEdge Wealth, LLC | 0.03% | Add +21.2% | 16,745 | $1.5M |
| Vermillion & White Wealth Management Group, LLC | 1.09% | Reduce -67.3% | 16,689 | $1.5M |
| Integrated Advisors Network LLC | 0.07% | Add +10.3% | 16,566 | $1.5M |
| Comprehensive Financial Consultants Institutional, Inc. | 0.54% | Reduce -3.6% | 16,553 | $1.5M |
| International Assets Investment Management, LLC | 0.12% | New | 16,530 | $1.5M |
| Ascent Group, LLC | 0.11% | Reduce -17.8% | 16,485 | $1.5M |
| Thoroughbred Financial Services, LLC | 0.09% | Reduce -0.7% | 16,459 | $1.5M |
| Quadrature Capital Ltd | 0.03% | New | 16,281 | $1.4M |
| Brueske Advisory Services, LLC | 1.29% | — | 16,281 | $1.4M |
| Ascentis Independent Advisors | 0.28% | Reduce -23.3% | 16,261 | $1.4M |
| CCG Wealth Management, LLC | 0.80% | No change | 16,141 | $1.4M |
| Centric Wealth Management | 0.39% | Add +0.3% | 16,119 | $1.4M |
| Renasant Bank | 0.93% | Reduce -6.1% | 16,103 | $1.4M |
| NorthRock Partners, LLC | 0.05% | Reduce -20.6% | 16,014 | $1.4M |
| Maia Wealth LLC | 0.30% | Reduce -2.4% | 15,410 | $1.4M |
| Ewa, LLC | 0.52% | Reduce -9.3% | 15,689 | $1.4M |
| Southland Equity Partners LLC | 0.32% | Add +0.3% | 15,636 | $1.4M |
| Brown Advisory Inc. | 0.00% | Add +6.5% | 15,563 | $1.4M |
| Gries Financial LLC | 0.24% | Reduce -4.8% | 15,244 | $1.4M |
| Keystone Wealth Services, LLC | 0.35% | Reduce -2.5% | 15,091 | $1.3M |
| Kestra Private Wealth Services, LLC | 0.02% | Reduce -4.3% | 15,078 | $1.3M |
| Financial Life Advisors | 0.50% | Reduce -16.9% | 15,069 | $1.3M |
| Verdence Capital Advisors LLC | 0.11% | Reduce -6.6% | 15,023 | $1.3M |
| Cardiff Park Advisors, LLC | 0.13% | Add +0.0% | 14,882 | $1.3M |
| Physician Wealth Advisors, Inc. | 0.22% | Reduce -0.4% | 14,751 | $1.3M |
| Novus Advisors, LLC | 1.30% | — | 14,640 | $1.3M |
| McDonald Partners LLC | 0.33% | Add +0.9% | 14,625 | $1.3M |
| Goldstone Financial Group, LLC | 0.20% | Reduce -2.2% | 14,579 | $1.3M |
| New Insight Wealth Advisors | 0.65% | Add +1.8% | 14,530 | $1.3M |
| Provident Wealth Management, LLC | 0.43% | Reduce -0.4% | 14,511 | $1.3M |
| Cherry Tree Wealth Management, LLC | 0.32% | Reduce -5.3% | 14,458 | $1.3M |
| Jacobi Capital Management LLC | 0.10% | Add +0.3% | 14,337 | $1.3M |
| Ridgewood Investments LLC | 0.61% | Add +0.1% | 14,313 | $1.3M |
| Nova R Wealth, Inc. | 0.64% | Add +0.3% | 14,265 | $1.3M |
| Bessemer Group Inc. | 0.00% | Add +51.0% | 13,843 | $1.2M |
| Advisory Alpha, LLC | 0.04% | Add +17.0% | 13,787 | $1.2M |
| Bravias Capital Group, LLC | 0.99% | — | 13,284 | $1.2M |
| JMG Financial Group, Ltd. | 0.04% | No change | 13,710 | $1.2M |
| Tranquility Partners, LLC | 0.46% | Reduce -13.6% | 13,537 | $1.2M |
| Perennial Investment Advisors, LLC | 0.14% | Add +0.1% | 13,568 | $1.2M |
| OVERSEA-CHINESE BANKING Corp Ltd | 0.03% | Reduce -89.9% | 13,547 | $1.2M |
| Mattern Wealth Management LLC | 0.26% | Reduce -2.5% | 13,513 | $1.2M |
| Three Magnolias Financial Advisors, LLC | 1.25% | — | 13,395 | $1.2M |
| Dorsey & Whitney Trust CO LLC | 0.07% | Reduce -5.3% | 13,315 | $1.2M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.17% | Reduce -10.8% | 13,266 | $1.2M |
| Tolleson Wealth Management, Inc. | 0.24% | Reduce -40.3% | 13,175 | $1.2M |
| Concentrum Wealth Management | 0.41% | Add +21.9% | 13,168 | $1.2M |
| Yarger Wealth Strategies, LLC | 0.67% | Reduce -6.5% | 13,114 | $1.2M |
| Mosley Wealth Management | 0.72% | Add +6.1% | 12,644 | $1.2M |
| TBH Global Asset Management, LLC | 0.27% | Reduce -2.9% | 12,999 | $1.2M |
| Claro Advisors Inc. | 0.15% | Add +2.4% | 12,879 | $1.1M |
| Y-Intercept (Hong Kong) Ltd | 0.08% | New | 12,728 | $1.1M |
| Potentia Wealth | 0.50% | — | 12,700 | $1.1M |
| Peddock Capital Advisors, LLC | 0.27% | No change | 12,676 | $1.1M |
| Atlas Legacy Advisors, LLC | 0.27% | — | 12,671 | $1.1M |
| FRG Family Wealth Advisors LLC | 0.20% | Reduce -9.1% | 12,545 | $1.1M |
| CFO4Life Group, LLC | 0.20% | Reduce -3.4% | 12,532 | $1.1M |
| Wealth Management Associates, Inc. | 0.47% | Add +0.1% | 12,464 | $1.1M |
| Tranquilli Financial Advisor LLC | 0.70% | Reduce -55.8% | 12,414 | $1.1M |
| Summit X, LLC | 0.24% | Reduce -1.7% | 12,374 | $1.1M |
| Kathmere Capital Management, LLC | 0.10% | Add +9.2% | 12,348 | $1.1M |
| First Financial Bank - Trust Division | 0.10% | Reduce -6.6% | 12,260 | $1.1M |
| Millennium Management | 0.00% | Add +76.8% | 12,150 | $1.1M |
| Sound View Wealth Advisors Group, LLC | 0.09% | Add +0.0% | 12,148 | $1.1M |
| Eq LLC | 0.50% | Reduce -8.9% | 12,080 | $1.1M |
| Signal Advisors Wealth, LLC | 0.12% | Reduce -2.1% | 12,032 | $1.1M |
| Armstrong Advisory Group, Inc. | 0.08% | Reduce -1.3% | 11,807 | $1.0M |
| Arrowroot Family Office, LLC | 0.54% | Reduce -18.2% | 11,789 | $1.0M |
| Tiaa Trust, National Association | 0.00% | Add +4.4% | 11,707 | $1.0M |
| Prostatis Group LLC | 0.30% | Reduce -21.7% | 11,665 | $1.0M |
| Great Diamond Partners, LLC | 0.27% | New | 11,612 | $1.0M |
| PMG Wealth Management, Inc. | 0.94% | — | 11,602 | $1.0M |
| Beacon Financial Advisory LLC | 0.33% | Add +2.2% | 11,502 | $1.0M |
| Avaii Wealth Management, LLC | 0.50% | Add +0.2% | 11,491 | $1.0M |
| K2 Financial Inc. | 1.01% | — | 11,550 | $1.0M |
| Schrum Private Wealth Management LLC | 0.86% | Reduce -43.5% | 11,382 | $1.0M |
| TTP Investments, Inc. | 0.35% | No change | 11,344 | $1.0M |
| Brighton Jones LLC | 0.03% | Add +12.9% | 11,290 | $1.0M |
| PKS Advisory Services, LLC | 0.25% | — | 11,275 | $1.0M |
| Arkadios Wealth Advisors | 0.05% | Reduce -2.0% | 11,269 | $1.0M |
| Destiny Wealth Partners, LLC | 0.16% | Reduce -2.5% | 11,245 | $998K |
| LongView Wealth Management | 0.30% | Reduce -2.1% | 11,204 | $995K |
| Goldstein Advisors, LLC | 0.14% | Reduce -2.7% | 11,061 | $982K |
| Certus Wealth Management, LLC | 0.66% | Reduce -1.9% | 10,534 | $981K |
| C2C Wealth Management, LLC | 0.90% | No change | 10,965 | $974K |
| Moneta Group Investment Advisors LLC | 0.01% | Reduce -0.2% | 10,963 | $973K |
| Guidance Point Advisors, LLC | 0.28% | No change | 10,927 | $970K |
| Graves Light Lenhart Wealth, Inc. | 0.12% | No change | 10,909 | $969K |
| Jaffetilchin Investment Partners, LLC | 0.07% | Add +0.7% | 10,896 | $967K |
| Stephen J. Garry & Associates, LLC | 0.89% | Reduce -16.4% | 10,840 | $962K |
| Creekmur Asset Management LLC | 0.22% | Reduce -4.0% | 10,711 | $951K |
| WBH Advisory Inc. | 0.09% | Reduce -3.0% | 10,693 | $949K |
| Lincoln Capital LLC | 0.20% | Reduce -0.8% | 10,651 | $946K |
| Oxinas Partners, LLC | 0.55% | Reduce -0.9% | 10,601 | $941K |
| Pinnacle Family Advisors, LLC | 0.45% | Add +88.8% | 10,567 | $938K |
| Smartleaf Asset Management LLC | 0.10% | Add +2.1% | 10,553 | $936K |
| Moors & Cabot, Inc. | 0.04% | Reduce -1.4% | 10,405 | $924K |
| Trust Point Inc. | 0.06% | New | 10,399 | $923K |
| Opes Wealth Management LLC | 0.19% | Add +283.2% | 10,346 | $919K |
| Elevation Point Wealth Partners, LLC | 0.07% | Add +4.0% | 10,345 | $919K |
| O'Brien Wealth Partners LLC | 0.16% | No change | 10,190 | $905K |
| Benjamin Edwards Inc. | 0.01% | Add +17.6% | 10,096 | $897K |
| Chris Bulman Inc | 0.57% | Reduce -2.7% | 10,027 | $890K |
| Snider Financial Group | 0.27% | Add +7.8% | 9,996 | $888K |
| GW Henssler & Associates Ltd. | 0.05% | No change | 9,658 | $882K |
| Northwest Financial Advisors | 0.72% | Add +0.0% | 9,847 | $874K |
| Enclave Advisors LLC | 0.14% | Reduce -1.1% | 9,829 | $873K |
| NWF Advisory Services Inc. | 0.13% | Reduce -39.3% | 9,798 | $870K |
| Apeiron RIA LLC | 0.24% | Add +7.2% | 9,758 | $866K |
| Client 1ST Advisory Group, LLC | 0.33% | Reduce -19.3% | 9,698 | $861K |
| KOM Wealth Management Group, LLC | 0.63% | No change | 9,676 | $859K |
| Joel Adams & Associates, Inc. | 0.78% | — | 9,672 | $859K |
| Meitav Investment House Ltd. | 0.01% | Reduce -0.4% | 9,652 | $857K |
| ProVise Management Group, LLC | 0.07% | Reduce -4.4% | 9,626 | $855K |
| Private Wealth Group, LLC | 0.41% | No change | 9,557 | $849K |
| Uptick Partners, LLC | 0.31% | Reduce -2.8% | 9,557 | $849K |
| American Alpha Advisors, LLC | 0.77% | Add +5.5% | 9,522 | $845K |
| Dravo Bay LLC | 0.41% | Add +8.4% | 9,462 | $840K |
| Old North State Trust, LLC | 0.53% | Reduce -14.7% | 9,405 | $835K |
| Transcend Capital Advisors, LLC | 0.06% | Reduce -50.7% | 9,388 | $834K |
| Everhart Financial Group, Inc. | 0.17% | Reduce -0.9% | 9,375 | $832K |
| Prasad Wealth Partners, LLC | 0.27% | — | 9,368 | $832K |
| Keystone Financial Group, Inc. | 0.67% | — | 9,321 | $828K |
| First Citizens Financial Corp | 0.45% | Reduce -22.4% | 9,316 | $827K |
| Investment Partners Asset Management, Inc. | 0.65% | Add +1.5% | 9,309 | $827K |
| Institute for Wealth Management, LLC. | 0.10% | Reduce -82.0% | 9,241 | $821K |
| Soltis Investment Advisors LLC | 0.08% | Reduce -2.3% | 9,235 | $820K |
| StoneX Group Inc. | 0.04% | Reduce -8.5% | 9,203 | $817K |
| CLG LLC | 0.29% | — | 9,074 | $806K |
| Midwest Financial Group LLC | 0.46% | Add +0.2% | 9,052 | $804K |
| BostonPremier Wealth LLC | 0.49% | — | 9,047 | $803K |
| FF Advisors,LLC | 0.55% | Reduce -10.1% | 8,748 | $802K |
| Financial Sense Advisors, Inc. | 0.27% | Reduce -3.8% | 8,976 | $797K |
| Centaurus Financial, Inc. | 0.05% | Reduce -3.3% | 8,929 | $793K |
| Genesis Private Wealth, LLC | 0.43% | — | 8,823 | $783K |
| LS Investment Advisors, LLC | 0.11% | Add +0.1% | 8,773 | $779K |
| Tradewinds, LLC. | 0.22% | No change | 8,375 | $778K |
| Sensible Money, LLC | 0.34% | No change | 8,727 | $775K |
| First Business Financial Services, Inc. | 0.08% | No change | 8,694 | $772K |
| Austin Private Wealth, LLC | 0.07% | Add +0.5% | 8,683 | $771K |
| Stonehearth Capital Management, LLC | 0.31% | Reduce -7.5% | 8,668 | $770K |
| Bryant Woods Investment Advisors, LLC | 0.37% | Reduce -1.6% | 8,662 | $769K |
| LPF Advisors LLC | 0.64% | Reduce -0.3% | 8,639 | $767K |
| Fifth Third Bancorp | 0.00% | Add +2.6% | 8,625 | $766K |
| Fiduciary Group, LLC | 0.08% | No change | 8,579 | $762K |
| Alterna Wealth Management, Inc. | 0.64% | Add +7.0% | 8,559 | $760K |
| Fisher Asset Management | 0.00% | Reduce -15.1% | 8,391 | $745K |
| Sterling Group Wealth Management, LLC | 0.39% | No change | 8,385 | $745K |
| Simplicity Wealth,LLC | 0.16% | Reduce -51.0% | 8,379 | $744K |
| Asset Dedication, LLC | 0.06% | No change | 8,377 | $744K |
| Market Street Wealth Management Advisors LLC | 0.12% | Reduce -0.5% | 8,365 | $743K |
| JFG Wealth Management, LLC | 0.17% | Reduce -3.4% | 8,362 | $742K |
| Garde Capital, Inc. | 0.05% | No change | 8,350 | $741K |
| Patton Albertson Miller Group, LLC | 0.10% | Reduce -27.0% | 8,264 | $734K |
| Exencial Wealth Advisors, LLC | 0.03% | Add +1.7% | 8,251 | $733K |
| West Michigan Advisors, LLC | 0.22% | Reduce -1.7% | 8,250 | $733K |
| Cibc World Market Inc. | 0.00% | Add +5.2% | 8,235 | $731K |
| MBE Wealth Management, LLC | 0.41% | Reduce -0.6% | 8,179 | $726K |
| Brown Brothers Harriman & Co. | 0.01% | Reduce -0.4% | 8,146 | $723K |
| E&G Advisors, LLC | 0.20% | No change | 8,114 | $720K |
| Wagner Wealth Management, LLC | 0.19% | Add +0.2% | 8,096 | $719K |
| Integrated Capital Management, LLC | 0.38% | Reduce -0.1% | 8,055 | $715K |
| W Advisors, LLC | 0.44% | Reduce -0.1% | 8,037 | $714K |
| StrongBox Wealth, LLC | 0.30% | Reduce -0.3% | 8,035 | $713K |
| AIMZ Investment Advisors, LLC | 0.25% | No change | 8,024 | $712K |
| Cassaday & Co Wealth Management LLC | 0.02% | No change | 7,866 | $698K |
| ONE Advisory Partners, LLC | 0.31% | Reduce -1.8% | 7,852 | $697K |
| Illumine Investment Management, LLC | 0.57% | — | 7,822 | $695K |
| Cidel Asset Management Inc. | 0.05% | No change | 7,710 | $685K |
| Sovereign Financial Group, Inc. | 0.16% | Reduce -4.1% | 7,650 | $679K |
| Jane Street Group, LLC | 0.00% | New | 7,608 | $676K |
| Greater Midwest Financial Group, LLC | 0.43% | Add +0.5% | 7,596 | $674K |
| Icon Wealth Advisors, LLC | 0.06% | Reduce -5.1% | 7,589 | $674K |
| Sovran Advisors, LLC | 0.10% | — | 7,562 | $670K |
| Twelve Points Wealth Management LLC | 0.19% | Reduce -5.0% | 7,540 | $669K |
| Veery Capital, LLC | 0.26% | Reduce -11.0% | 7,539 | $669K |
| Berger Financial Group, Inc | 0.05% | Reduce -50.4% | 7,537 | $669K |
| PDS Planning, Inc | 0.06% | Add +0.5% | 7,525 | $668K |
| Mission Wealth Management, LP | 0.02% | Reduce -43.8% | 7,524 | $668K |
| CENTRAL TRUST Co | 0.02% | No change | 7,514 | $667K |
| Pinnacle Wealth Planning Services, Inc. | 0.10% | New | 7,494 | $665K |
| Valley Forge Investment Consultants Inc. Adv | 0.23% | Add +0.5% | 7,484 | $664K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Add +36.3% | 7,463 | $663K |
| Ariadne Wealth Management, LP | 0.30% | Add +33.5% | 7,097 | $661K |
| Traphagen Investment Advisors LLC | 0.07% | Add +4.8% | 7,435 | $660K |
| Cornell Pochily Investment Advisors, Inc. | 0.23% | Add +3.3% | 7,377 | $655K |
| Vista Capital Partners, Inc. | 0.08% | No change | 7,377 | $655K |
| Alta Wealth Advisors LLC | 0.29% | Reduce -15.0% | 7,370 | $654K |
| High Falls Advisors, Inc | 0.15% | Reduce -2.2% | 7,339 | $652K |
| Freestone Capital Holdings, LLC | 0.02% | Reduce -14.3% | 7,336 | $651K |
| Avidian Wealth Enterprises, LLC | 0.03% | Reduce -95.8% | 7,333 | $651K |
| Higgins & Schmidt Wealth Strategies LLC | 0.41% | Reduce -16.3% | 7,320 | $650K |
| Kovack Advisors, Inc. | 0.06% | Reduce -1.4% | 7,320 | $650K |
| Castle Rock Wealth Management, LLC | 0.15% | Reduce -25.9% | 6,976 | $648K |
| Savvy Advisors, Inc. | 0.08% | New | 7,278 | $646K |
| 4J Wealth Management LLC | 0.52% | No change | 7,267 | $645K |
| Oppenheimer & Co. Inc. | 0.01% | Reduce -3.1% | 7,214 | $641K |
| Salem Investment Counselors Inc. | 0.02% | Reduce -1.2% | 7,201 | $639K |
| Wilmington Savings Fund Society, FSB | 0.01% | Add +100.0% | 7,187 | $638K |
| Consolidated Portfolio Review Corp | 0.10% | New | 7,185 | $638K |
| Bouchey Financial Group, Ltd. | 0.06% | No change | 7,157 | $635K |
| Vertex Planning Partners, LLC | 0.14% | Add +11.4% | 7,138 | $634K |
| BCS Wealth Management | 0.16% | Reduce -11.3% | 7,105 | $631K |
| Wealthspire Advisors, LLC | 0.01% | Add +17.2% | 7,087 | $629K |
| Liberty Wealth Management LLC | 0.10% | Reduce -6.5% | 7,046 | $627K |
| Guidance Capital, Inc. | 0.19% | New | 6,863 | $624K |
| Post Resch Tallon Group Inc. | 0.60% | — | 7,000 | $621K |
| GatePass Capital, LLC | 0.68% | — | 6,950 | $617K |
| waypoint wealth counsel | 0.40% | Reduce -13.9% | 6,948 | $617K |
| Clear Point Advisors Inc. | 0.52% | Add +0.2% | 6,910 | $614K |
| Headinvest, LLC | 0.12% | No change | 6,904 | $613K |
| Waddell & Associates, LLC | 0.06% | No change | 6,805 | $604K |
| Fermata Advisors, LLC | 0.11% | Reduce -31.9% | 6,798 | $604K |
| Fifth Third Securities, Inc. | 0.05% | Add +39.0% | 6,791 | $603K |
| Financial Counselors Inc. | 0.01% | Add +5.1% | 6,779 | $602K |
| Eldridge Investment Advisors, Inc. | 0.14% | No change | 6,706 | $595K |
| Silver Oak Securities, Incorporated | 0.06% | Reduce -78.8% | 6,697 | $594K |
| J. W. Coons Advisors, LLC | 0.15% | Add +0.2% | 6,675 | $593K |
| Berkeley, Inc | 0.30% | Reduce -49.9% | 6,615 | $587K |
| Exchange Bank | 0.47% | Reduce -2.9% | 6,600 | $586K |
| Patten Group, Inc. | 0.13% | Add +2.2% | 6,579 | $584K |
| Belpointe Asset Management LLC | 0.03% | Add +0.1% | 6,347 | $580K |
| Maripau Wealth Management LLC | 0.34% | New | 6,499 | $577K |
| JT Stratford LLC | 0.09% | Reduce -1.9% | 6,452 | $573K |
| QRG Capital Management, Inc. | 0.01% | Add +17.1% | 6,436 | $571K |
| Radnor Capital Management, LLC | 0.10% | No change | 6,434 | $571K |
| PSI Advisors, LLC | 0.17% | Reduce -27.6% | 6,373 | $566K |
| Mainstream Capital Management LLC | 0.39% | Reduce -3.5% | 6,289 | $558K |
| Sunbelt Securities, Inc. | 0.05% | Reduce -0.3% | 6,289 | $558K |
| Meridian Wealth Management, LLC | 0.03% | Reduce -0.8% | 6,255 | $555K |
| Stonebridge Financial Planning Group, LLC | 0.25% | Add +7.9% | 6,250 | $555K |
| Heck Capital Advisors, LLC | 0.06% | Add +4.5% | 6,218 | $552K |
| Wealthgarden F.S. LLC | 0.52% | Reduce -0.1% | 6,217 | $552K |
| Ridgecrest Wealth Partners, LLC | 0.30% | Reduce -0.1% | 6,187 | $549K |
| Ridgeline Wealth, LLC | 0.45% | — | 6,180 | $549K |
| Associated Banc-Corp | 0.02% | No change | 6,175 | $548K |
| Flagstar Securities, Inc. | 0.14% | Reduce -1.9% | 6,158 | $547K |
| Courier Capital LLC | 0.04% | Add +110.3% | 6,145 | $546K |
| PFG Private Wealth Management, LLC | 0.31% | Reduce -0.1% | 6,135 | $545K |
| Joseph Group Capital Management | 0.21% | Reduce -3.1% | 6,131 | $544K |
| Wedbush Securities Inc. | 0.02% | Add +0.1% | 6,126 | $544K |
| Arete Wealth Advisors, LLC | 0.04% | Reduce -5.7% | 6,117 | $543K |
| Gibson Capital, LLC | 0.11% | No change | 6,080 | $540K |
| Moment Partners, LLC | 0.10% | — | 6,078 | $540K |
| Wealthfront Advisers LLC | 0.00% | Add +19.2% | 6,068 | $539K |
| LifeSteps Financial, Inc. | 0.41% | Reduce -1.2% | 6,039 | $536K |
| Financial Management Network Inc. | 0.11% | Reduce -2.4% | 5,999 | $535K |
| Richardson Financial Services Inc. | 0.38% | Reduce -16.3% | 6,015 | $534K |
| CVA Family Office, LLC | 0.08% | Add +55.8% | 5,982 | $531K |
| Quantbot Technologies LP | 0.02% | New | 5,978 | $531K |
| Collective Family Office LLC | 0.15% | No change | 5,967 | $530K |
| Agate Pass Investment Management, LLC | 0.24% | No change | 5,964 | $530K |
| Victory Financial Group, LLC | 0.14% | — | 5,949 | $528K |
| AdvisorNet Financial, Inc | 0.04% | Add +8.2% | 5,947 | $528K |
| Neuberger Berman Group LLC | 0.00% | Reduce -1.7% | 5,941 | $528K |
| Hilltop Holdings Inc. | 0.03% | Add +6.7% | 5,934 | $527K |
| CW Advisors, LLC | 0.01% | Reduce -5.6% | 5,930 | $527K |
| Strait & Sound Wealth Management LLC | 0.24% | Add +3.4% | 5,930 | $527K |
| Parthenon LLC | 0.06% | No change | 5,874 | $522K |
| GEM Asset Management, LLC | 0.29% | No change | 5,866 | $521K |
| Sfmg, LLC | 0.04% | No change | 5,838 | $518K |
| First Trust Advisors LP | 0.00% | New | 5,817 | $516K |
| Fifth Third Wealth Advisors LLC | 0.03% | Add +16.2% | 5,779 | $513K |
| New Republic Capital, LLC | 0.33% | Add +0.2% | 5,761 | $511K |
| Transce3nd, LLC | 0.17% | — | 5,733 | $509K |
| Gallacher Capital Management LLC | 0.25% | Add +0.1% | 5,700 | $506K |
| New Hampshire Trust | 0.11% | No change | 5,645 | $501K |
| Glass Jacobson Investment Advisors llc | 0.16% | Add +1.8% | 5,623 | $499K |
| Bison Wealth, LLC | 0.11% | Add +1.0% | 5,610 | $498K |
| Concord Wealth Partners | 0.08% | No change | 5,593 | $497K |
| Greenwood Gearhart LLC | 0.03% | No change | 5,589 | $496K |
| Larson Financial Group LLC | 0.03% | Add +70.9% | 5,588 | $496K |
| Forte Asset Management LLC | 0.26% | No change | 5,574 | $495K |
| Professional Financial Advisors, LLC | 0.13% | Reduce -1.3% | 5,558 | $494K |
| Mendel Money Management | 0.22% | Reduce -2.8% | 5,554 | $493K |
| Evermay Wealth Management LLC | 0.07% | Add +3.1% | 5,500 | $488K |
| Obsidian Cio, LLC | 0.09% | Reduce -14.3% | 5,499 | $488K |
| Warner Financial, Inc. | 0.21% | No change | 5,501 | $488K |
| Bleakley Financial Group, LLC | 0.01% | Reduce -1.4% | 5,478 | $486K |
| Optivise Advisory Services LLC | 0.26% | No change | 5,467 | $485K |
| Pettyjohn, Wood & White, Inc. | 0.09% | Reduce -0.5% | 5,467 | $485K |
| Integrity Alliance, Llc. | 0.05% | — | 5,464 | $485K |
| TFR Capital, LLC. | 0.24% | — | 5,441 | $483K |
| U.S. Capital Wealth Advisors, LLC | 0.02% | New | 5,440 | $483K |
| Palo Alto Wealth Advisors, LLC | 0.17% | Reduce -15.1% | 5,434 | $482K |
| Community Trust & Investment Co. | 0.03% | No change | 5,424 | $482K |
| Milestone Asset Management, LLC | 0.11% | Reduce -0.4% | 5,423 | $482K |
| LCNB Corp. | 0.17% | No change | 5,400 | $479K |
| Foguth Wealth Management, LLC. | 0.13% | Add +54.2% | 5,267 | $479K |
| Hart & Patterson Financial Group LLC | 0.23% | Add +7.2% | 5,394 | $479K |
| Pineridge Advisors LLC | 0.18% | Reduce -19.6% | 5,392 | $479K |
| First Bank & Trust | 0.09% | Add +2.6% | 5,338 | $474K |
| Glenview Trust Co | 0.01% | Reduce -7.8% | 5,331 | $473K |
| Whittier Trust Co. of Nevada Inc. | 0.01% | Reduce -10.9% | 5,326 | $473K |
| Webster Bank, N. A. | 0.05% | Add +0.5% | 5,317 | $472K |
| Smart Portfolios, LLC | 0.49% | Add +2.2% | 5,235 | $465K |
| Sage Capital Advisors,llc | 0.12% | No change | 5,212 | $463K |
| Coldstream Capital Management Inc. | 0.01% | Add +30.8% | 5,187 | $461K |
| OMNI 360 Wealth, Inc. | 0.31% | Reduce -0.2% | 5,178 | $460K |
| Schmidt P J Investment Management Inc. | 0.08% | Reduce -11.2% | 5,173 | $459K |
| Chesley Taft & Associates LLC | 0.02% | No change | 5,165 | $459K |
| AlphaStar Capital Management, LLC | 0.05% | Reduce -7.4% | 5,142 | $457K |
| Graypoint LLC | 0.03% | Add +0.3% | 5,132 | $456K |
| Regions Financial Corp. | 0.00% | No change | 5,074 | $451K |
| HBK Sorce Advisory LLC | 0.01% | Reduce -7.8% | 5,058 | $449K |
| LM Advisors LLC | 0.08% | New | 5,035 | $447K |
| United Advisor Group, LLC | 0.09% | Reduce -28.9% | 5,021 | $446K |
| Shelton Capital Management | 0.01% | No change | 5,004 | $444K |
| Ewing Morris & Co. Investment Partners Ltd. | 0.15% | New | 5,000 | $444K |
| Opulen Financial Group LLC | 0.40% | — | 4,992 | $443K |
| MTM Financial Group, LLC | 0.26% | Add +2.8% | 4,982 | $442K |
| Ausdal Financial Partners, Inc. | 0.04% | Add +34.9% | 4,964 | $441K |
| Latitude Advisors, LLC | 0.25% | Reduce -22.4% | 4,960 | $440K |
| Advisors Preferred, LLC | 0.07% | New | 4,944 | $438K |
| Moran Wealth Management, LLC | 0.01% | New | 4,832 | $429K |
| Arkfeld Wealth Strategies, L.L.C. | 0.20% | Add +0.4% | 4,863 | $429K |
| Silverlake Wealth Management LLC | 0.17% | Reduce -3.5% | 4,821 | $428K |
| Five Pine Wealth Management | 0.36% | — | 4,815 | $428K |
| Richmond Investment Services, LLC | 0.24% | — | 4,810 | $427K |
| Riggs Capital Management LLC | 0.42% | — | 4,779 | $424K |
| Barnes Wealth Management Group, Inc | 0.28% | — | 4,728 | $420K |
| Fairview Capital Investment Management, LLC | 0.02% | No change | 4,725 | $420K |
| Leavell Investment Management, Inc. | 0.02% | Add +40.0% | 4,709 | $418K |
| Cascades Capital Asset Management, LLC | 0.23% | No change | 4,701 | $417K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Add +0.4% | 4,686 | $416K |
| Venture Visionary Partners LLC | 0.02% | Reduce -5.6% | 4,668 | $414K |
| Truepoint, Inc. | 0.01% | Add +50.1% | 4,650 | $413K |
| Skyline Advisors, Inc. | 0.16% | No change | 4,649 | $413K |
| Sage Financial Group Inc. | 0.03% | No change | 4,598 | $408K |
| CAP Partners, LLC | 0.29% | Reduce -0.2% | 4,587 | $407K |
| Planning Directions Inc. | 0.24% | Reduce -1.6% | 4,565 | $405K |
| MKT Advisors LLC | 0.18% | Add +0.2% | 4,497 | $404K |
| TCI Wealth Advisors, Inc. | 0.03% | No change | 4,534 | $403K |
| Wesbanco Bank Inc. | 0.01% | No change | 4,456 | $396K |
| Canandaigua National Bank & Trust Co. | 0.04% | Add +4.2% | 4,426 | $393K |
| Bartlett & Co. Wealth Management LLC | 0.01% | Add +2.1% | 4,417 | $392K |
| SeaCrest Wealth Management, LLC | 0.04% | Add +0.5% | 4,372 | $388K |
| Atlas Brown,Inc. | 0.13% | Reduce -14.7% | 4,358 | $387K |
| FineMark National Bank & Trust | 0.01% | Add +11.7% | 4,354 | $387K |
| Watts Gwilliam & Co., LLC | 0.08% | Add +0.1% | 4,349 | $385K |
| Beacon Financial Group | 0.04% | No change | 4,321 | $384K |
| Talisman Wealth Advisors LLC | 0.41% | Reduce -0.5% | 4,311 | $383K |
| Laidlaw Wealth Management LLC | 0.17% | Reduce -18.7% | 4,296 | $381K |
| Kickstand Ventures, Llc. | 0.10% | Reduce -7.2% | 4,268 | $379K |
| Legacy Trust | 0.09% | Reduce -1.2% | 4,265 | $379K |
| HTLF Bank | 0.04% | No change | 4,257 | $378K |
| Beaumont Financial Advisors, LLC | 0.03% | Reduce -12.8% | 4,253 | $378K |
| Tennessee Valley Asset Management Partners | 0.06% | Reduce -47.9% | 4,195 | $372K |
| Insigneo Advisory Services, LLC | 0.04% | Add +5.2% | 4,191 | $372K |
| Apex Wealth Management, LLC | 0.32% | — | 4,188 | $372K |
| Calton & Associates, Inc. | 0.16% | New | 4,188 | $372K |
| Tsfg, LLC | 0.08% | No change | 4,163 | $370K |
| Roxbury Financial LLC | 0.36% | — | 3,910 | $370K |
| Financial Engines Advisors L.L.C. | 0.00% | Add +23.1% | 4,164 | $370K |
| Chancellor Financial Group WB LP | 0.30% | — | 4,156 | $369K |
| Peapack Gladstone Financial Corp. | 0.01% | No change | 4,150 | $368K |
| Outlook Wealth Advisors, LLC | 0.11% | No change | 4,142 | $368K |
| ArborFi Advisors, LLC | 0.37% | — | 4,121 | $366K |
| Register Financial Advisors LLC | 0.18% | Add +6.4% | 4,110 | $365K |
| Iowa State Bank | 0.08% | Reduce -24.9% | 4,101 | $364K |
| Stratos Wealth Advisors, LLC | 0.02% | Reduce -19.9% | 4,090 | $363K |
| DAVENPORT & Co LLC | 0.00% | Add +31.3% | 4,071 | $361K |
| Grove Bank & Trust | 0.05% | No change | 4,053 | $360K |
| Avalon Trust Co | 0.03% | Reduce -27.0% | 4,050 | $360K |
| Stark Wealth Management LLC | 0.26% | — | 4,034 | $358K |
| Founders Financial Alliance, LLC | 0.10% | Reduce -9.0% | 4,032 | $358K |
| Vise Technologies, Inc. | 0.03% | New | 4,014 | $356K |
| Confluence Wealth Services, Inc. | 0.02% | Reduce -90.3% | 3,915 | $356K |
| McKinley Carter Wealth Services, Inc. | 0.02% | Reduce -15.3% | 4,009 | $356K |
| Fca Corp. | 0.11% | Add +0.1% | 4,008 | $356K |
| GenTrust, LLC | 0.02% | Add +5.3% | 3,974 | $353K |
| Diversify Wealth Management, LLC | 0.03% | Add +23.9% | 4,024 | $353K |
| Hobart Private Capital, LLC | 0.09% | Reduce -2.8% | 3,959 | $352K |
| Southern Capital Advisors, LLC | 0.19% | Add +0.5% | 3,957 | $351K |
| Triton Financial Group Inc | 0.22% | No change | 3,929 | $349K |
| Balentine LLC | 0.01% | Add +0.4% | 3,925 | $348K |
| Anchor Pointe Wealth Management, LLC | 0.45% | — | 3,927 | $348K |
| Thompson Investment Management, Inc. | 0.05% | New | 3,911 | $347K |
| Hancock Whitney Corp. | 0.01% | New | 3,910 | $347K |
| Bourgeon Capital Management LLC | 0.07% | No change | 3,900 | $346K |
| JFS Wealth Advisors, LLC | 0.02% | No change | 3,892 | $346K |
| GWN Securities Inc. | 0.09% | — | 3,799 | $345K |
| Silvercrest Asset Management Group LLC | 0.00% | Add +0.5% | 3,881 | $345K |
| Destination Wealth Management | 0.01% | Add +10.0% | 3,865 | $343K |
| Pinnacle Associates Ltd. | 0.00% | Add +30.8% | 3,861 | $343K |
| Merriman Wealth Management, LLC | 0.01% | No change | 3,859 | $343K |
| SlateStone Wealth, LLC | 0.03% | Add +0.1% | 3,855 | $342K |
| WASHINGTON TRUST Co | 0.01% | Reduce -5.6% | 3,850 | $342K |
| Inspire Advisors, LLC | 0.04% | Reduce -0.7% | 3,850 | $342K |
| Blue Zone Wealth Advisors, LLC | 0.10% | Add +1.8% | 3,847 | $342K |
| Secure Asset Management, LLC | 0.05% | Add +1.5% | 3,847 | $342K |
| Shayne & Jacobs, LLC | 0.09% | Reduce -2.0% | 3,840 | $341K |
| TFB Advisors LLC | 0.10% | Reduce -2.4% | 3,837 | $341K |
| Rowlandmiller & Partners.adv | 0.07% | No change | 3,832 | $340K |
| OneAscent Wealth Management LLC | 0.14% | Reduce -2.0% | 3,806 | $338K |
| Tocqueville Asset Management L.P. | 0.01% | No change | 3,804 | $338K |
| Rothschild Wealth LLC | 0.10% | Reduce -92.8% | 3,789 | $336K |
| Edge Capital Group, LLC | 0.01% | New | 3,787 | $336K |
| Anchor Capital Advisors LLC | 0.01% | No change | 3,780 | $336K |
| Trust Co. of Vermont | 0.02% | Reduce -10.3% | 3,772 | $335K |
| Alpha Financial Partners LLC | 0.26% | New | 3,761 | $334K |
| Gen-Wealth Partners Inc | 0.14% | Reduce -1.1% | 3,753 | $333K |
| New World Advisors LLC | 0.08% | Add +8.7% | 3,747 | $333K |
| Cahill Financial Advisors Inc. | 0.04% | Reduce -0.5% | 3,734 | $332K |
| Astoria Portfolio Advisors LLC. | 0.12% | Reduce -94.4% | 3,740 | $332K |
| WPG Advisers, LLC | 0.31% | — | 3,731 | $331K |
| Parr McKnight Wealth Management Group, LLC | 0.05% | — | 3,706 | $329K |
| Alan B Lancz & Associates, Inc. | 0.33% | No change | 3,700 | $329K |
| M3 Advisory Group, LLC | 0.24% | Reduce -2.8% | 3,700 | $328K |
| TSA Wealth Managment LLC | 0.13% | Reduce -2.4% | 3,683 | $327K |
| Colton Groome Financial Advisors, LLC | 0.12% | Reduce -55.8% | 3,680 | $327K |
| Phillips Wealth Planners LLC | 0.33% | Reduce -1.4% | 3,725 | $327K |
| Winthrop Advisory Group LLC | 0.04% | New | 3,678 | $327K |
| Clarity Financial LLC | 0.04% | No change | 3,651 | $324K |
| Mosaic Financial Group, LLC | 0.23% | Reduce -19.8% | 3,650 | $324K |
| TRUE Private Wealth Advisors | 0.04% | Reduce -0.1% | 3,641 | $323K |
| Symphony Financial, Ltd. Co. | 0.05% | Reduce -11.1% | 3,550 | $322K |
| Rosenberg Matthew Hamilton | 0.08% | Reduce -9.3% | 3,621 | $322K |
| Aveo Capital Partners, LLC | 0.04% | Add +3.7% | 3,598 | $319K |
| Advisors Capital Management, LLC | 0.01% | New | 3,596 | $319K |
| Oxford Financial Group, LTD. LLC | 0.02% | No change | 3,589 | $319K |
| Stonebrook Private Inc. | 0.08% | Reduce -25.2% | 3,553 | $315K |
| Ledyard National Bank | 0.03% | Reduce -0.5% | 3,549 | $315K |
| Connecticut Wealth Management, LLC | 0.02% | No change | 3,547 | $315K |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -6.4% | 3,521 | $313K |
| Private Portfolio Partners LLC | 0.06% | Add +0.7% | 3,507 | $311K |
| NBT Bank, N.A. | 0.02% | Reduce -3.6% | 3,491 | $310K |
| IMG Wealth Management, Inc. | 0.29% | — | 3,474 | $308K |
| Empower Advisory Group, LLC | 0.00% | Add +0.7% | 3,473 | $308K |
| Vista Investment Partners Ii, LLC | 0.18% | — | 3,458 | $307K |
| Smithfield Trust Co | 0.02% | Add +70.2% | 3,529 | $307K |
| Fulton Bank, N.A. | 0.01% | Add +2.2% | 3,455 | $307K |
| Quadrant Private Wealth Management, LLC | 0.08% | Reduce -10.9% | 3,456 | $307K |
| McElhenny Sheffield Capital Management, LLC | 0.10% | No change | 3,455 | $307K |
| Greenleaf Trust | 0.00% | Reduce -67.0% | 3,454 | $307K |
| Strategic Financial Concepts, LLC | 0.06% | New | 3,446 | $306K |
| Cubist Systematic Strategies, LLC | 0.00% | New | 3,427 | $304K |
| Horst & Graben Wealth Management LLC | 0.05% | Reduce -5.3% | 3,424 | $304K |
| Argent Trust Co | 0.01% | New | 3,385 | $301K |
| InTrack Investment Management Inc | 0.21% | No change | 3,385 | $300K |
| LexAurum Advisors, LLC | 0.06% | Add +3.3% | 3,363 | $299K |
| Parsons Capital Management Inc. | 0.02% | Reduce -0.4% | 3,359 | $298K |
| Pacific Sun Financial Corp | 0.16% | Reduce -3.5% | 3,358 | $298K |
| Successful Portfolios LLC | 0.20% | Add +2.5% | 3,341 | $297K |
| BSW Wealth Partners | 0.04% | Reduce -16.7% | 3,292 | $292K |
| ShoreHaven Wealth Partners, LLC | 0.14% | Reduce -2.8% | 3,289 | $292K |
| Meridian Investment Counsel Inc. | 0.09% | No change | 3,284 | $292K |
| Noble Wealth Management PBC | 0.20% | — | 3,274 | $291K |
| My Legacy Advisors, LLC | 0.11% | Reduce -11.1% | 3,259 | $291K |
| Colonial Trust Co / SC | 0.04% | No change | 3,271 | $290K |
| Front Row Advisors LLC | 0.10% | No change | 3,258 | $289K |
| Solidarity Wealth, LLC | 0.07% | No change | 3,235 | $287K |
| Sandbox Financial Partners, LLC | 0.10% | Add +0.2% | 3,224 | $286K |
| Adamsbrown Wealth Consultants LLC | 0.10% | Reduce -3.4% | 3,215 | $285K |
| Westside Investment Management, Inc. | 0.06% | Add +0.1% | 3,211 | $285K |
| First American Trust, FSB | 0.03% | New | 3,171 | $282K |
| WESCAP Management Group, Inc. | 0.07% | No change | 3,163 | $281K |
| Advocacy Wealth Management, LLC | 0.02% | Reduce -81.1% | 3,157 | $280K |
| Clearview Wealth Advisors LLC | 0.21% | Reduce -4.3% | 3,155 | $280K |
| Archer Investment Corp | 0.07% | Add +0.0% | 3,133 | $278K |
| Legacy Solutions, LLC | 0.30% | — | 3,126 | $278K |
| Alamar Capital Management, LLC | 0.15% | No change | 3,114 | $276K |
| Runnymede Capital Advisors, Inc. | 0.24% | — | 3,107 | $276K |
| Erickson Financial Group, LLC | 0.20% | Reduce -1.4% | 3,099 | $275K |
| Independent Wealth Network Inc. | 0.11% | Add +7.2% | 3,091 | $274K |
| Fluent Financial, LLC | 0.12% | No change | 3,084 | $274K |
| Lantz Financial LLC | 0.07% | No change | 3,081 | $274K |
| Beacon Capital Management, LLC | 0.04% | Reduce -2.2% | 3,079 | $273K |
| Defined Financial Planning LLC | 0.29% | — | 3,078 | $273K |
| Aire Advisors, LLC | 0.06% | No change | 3,066 | $272K |
| Worth Financial Advisory Group, LLC | 0.17% | Reduce -0.5% | 3,063 | $272K |
| Intelligence Driven Advisers, LLC | 0.05% | Reduce -53.9% | 3,048 | $271K |
| Rockwood Wealth Management, LLC | 0.03% | No change | 3,048 | $270K |
| Capital Advantage, Inc. | 0.05% | New | 3,036 | $270K |
| KCM Investment Advisors LLC | 0.01% | No change | 3,020 | $268K |
| Burns J W & Co. Inc. | 0.03% | No change | 3,000 | $266K |
| Marshall Wace, LLP | 0.00% | New | 3,000 | $266K |
| First National Trust Co | 0.01% | No change | 2,984 | $265K |
| Horan Securities, Inc. | 0.10% | Reduce -9.2% | 2,980 | $265K |
| Carl P. Sherr & Co., LLC | 0.14% | No change | 2,966 | $263K |
| Flputnam Investment Management Co. | 0.00% | Add +4.3% | 2,965 | $263K |
| Clearwater Capital Advisors, LLC | 0.03% | Reduce -5.5% | 2,958 | $263K |
| Evercore Wealth Management, LLC | 0.00% | No change | 2,955 | $262K |
| Trademark Financial Management, LLC | 0.21% | Add +0.9% | 2,946 | $262K |
| Nautilus Advisors LLC | 0.21% | — | 2,935 | $261K |
| Granite Bay Wealth Management, LLC | 0.10% | New | 2,920 | $259K |
| Vision Capital Management, Inc. | 0.04% | No change | 2,908 | $258K |
| Synovus Financial Corp. | 0.00% | Add +5.4% | 2,886 | $256K |
| Westwood Holdings Group Inc. | 0.00% | Reduce -2.2% | 2,875 | $255K |
| Marshall & Sterling Wealth Advisors Inc. | 0.18% | — | 2,872 | $255K |
| Crux Wealth Advisors | 0.14% | — | 2,847 | $253K |
| Insight Advisors, LLC/ PA | 0.04% | Reduce -5.4% | 2,832 | $251K |
| Royal Harbor Partners, LLC | 0.09% | Reduce -96.8% | 2,824 | $251K |
| Wealthspire Retirement, LLC | 0.02% | Add +22.9% | 2,815 | $250K |
| HMV Wealth Advisors, LLC | 0.25% | — | 2,813 | $250K |
| SYM FINANCIAL Corp | 0.03% | No change | 2,809 | $249K |
| Proficio Capital Partners LLC | 0.02% | No change | 2,800 | $249K |
| Grey Ledge Advisors, LLC | 0.06% | Reduce -0.5% | 2,787 | $248K |
| Householder Group Estate & Retirement Specialist, LLC | 0.18% | Reduce -88.4% | 2,779 | $246K |
| Modera Wealth Management, LLC | 0.00% | New | 2,769 | $246K |
| Boston Trust Walden Corp | 0.00% | No change | 2,767 | $246K |
| Perissos Private Wealth Management, LLC | 0.18% | No change | 2,765 | $246K |
| Integrity Financial Corp | 0.14% | No change | 2,751 | $244K |
| NCM Capital Management, LLC | 0.11% | No change | 2,727 | $242K |
| Community Bank, N.A. | 0.03% | Reduce -5.0% | 2,724 | $242K |
| Willner & Heller, LLC | 0.21% | Add +0.5% | 2,721 | $242K |
| Cadence Bank | 0.02% | Reduce -4.6% | 2,719 | $241K |
| Optimist Retirement Group LLC | 0.11% | No change | 2,712 | $241K |
| Harbour Capital Advisors, LLC | 0.05% | No change | 2,700 | $241K |
| Badgley Phelps Wealth Managers, LLC | 0.01% | Add +12.5% | 2,700 | $240K |
| S&T Bank | 0.08% | No change | 2,652 | $235K |
| Kelly Financial Services LLC | 0.08% | Reduce -5.5% | 2,650 | $235K |
| Landing Point Financial Group, LLC | 0.18% | — | 2,534 | $235K |
| LaSalle St. Investment Advisors, LLC | 0.07% | New | 2,650 | $235K |
| Fiduciary Alliance LLC | 0.02% | New | 2,643 | $235K |
| Capital Insight Partners, LLC | 0.04% | Add +9.2% | 2,630 | $234K |
| MTM Investment Management, LLC | 0.09% | No change | 2,611 | $232K |
| Patton Fund Management, Inc. | 0.05% | No change | 2,593 | $230K |
| Stokes Family Office, LLC | 0.02% | Reduce -41.5% | 2,584 | $229K |
| Private Client Services, LLC | 0.12% | Reduce -0.5% | 2,582 | $229K |
| Foster Victor Wealth Advisors, LLC | 0.02% | Reduce -4.6% | 2,540 | $228K |
| Concord Asset Management, LLC | 0.05% | No change | 2,566 | $228K |
| Chokshi & Queen Wealth Advisors, Inc | 0.14% | — | 2,564 | $228K |
| Clarity Capital Advisors, LLC | 0.15% | Add +0.5% | 2,555 | $227K |
| Accurate Wealth Management, LLC | 0.04% | Reduce -28.9% | 2,579 | $227K |
| Reyes Financial Architecture, Inc. | 0.18% | — | 2,539 | $225K |
| Ipsen Advisor Group LLC | 0.19% | — | 2,531 | $225K |
| Magnus Financial Group LLC | 0.02% | Add +0.3% | 2,524 | $224K |
| Commonwealth Financial Services, LLC | 0.04% | Reduce -3.2% | 2,524 | $224K |
| Lodestone Wealth Management LLC | 0.11% | No change | 2,506 | $223K |
| Cypress Capital Group | 0.03% | Reduce -2.0% | 2,505 | $222K |
| James J. Burns & Company, LLC | 0.04% | No change | 2,495 | $222K |
| LVZ, Inc. | 0.03% | No change | 2,494 | $221K |
| Drive Wealth Management, LLC | 0.05% | New | 2,492 | $221K |
| RFG Advisory, LLC | 0.01% | Reduce -4.6% | 2,490 | $221K |
| Frederick Financial Consultants, LLC | 0.18% | — | 2,477 | $220K |
| SIMA Wealth Partners, LLC | 0.19% | No change | 2,472 | $220K |
| HBW Advisory Services LLC | 0.02% | Reduce -0.0% | 2,470 | $219K |
| Gryphon Financial Partners LLC | 0.03% | Reduce -13.2% | 2,457 | $218K |
| Moody LYNN Lieberson & Walker, LLC | 0.01% | New | 2,457 | $218K |
| Koshinski Asset Management, Inc. | 0.02% | Reduce -30.4% | 2,451 | $218K |
| Global Strategic Investment Solutions, LLC | 0.03% | New | 2,447 | $217K |
| Capital Advisory Group Advisory Services, LLC | 0.08% | No change | 2,446 | $217K |
| Steel Grove Capital Advisors, LLC | 0.03% | Add +0.9% | 2,445 | $217K |
| Beese Fulmer Investment Management, Inc. | 0.02% | No change | 2,442 | $217K |
| Jim Saulnier & Associates, LLC | 0.19% | Add +0.2% | 2,429 | $216K |
| Simon Quick Advisors, LLC | 0.01% | New | 2,424 | $215K |
| Mma Asset Management LLC | 0.09% | Reduce -66.6% | 2,423 | $215K |
| Valeo Financial Advisors, LLC | 0.01% | Reduce -13.3% | 2,418 | $215K |
| Trueblood Wealth Management, LLC | 0.11% | No change | 2,414 | $214K |
| Daymark Wealth Partners, LLC | 0.01% | Reduce -22.6% | 2,397 | $213K |
| Walter & Keenan Wealth Management LLC /in/ | 0.06% | No change | 2,385 | $212K |
| Unique Wealth, LLC | 0.04% | New | 2,384 | $212K |
| Lion Street Advisors, LLC | 0.07% | Reduce -10.3% | 2,383 | $212K |
| Capital A Wealth Management, LLC | 0.35% | — | 2,372 | $211K |
| Fort Washington Investment Advisors Inc. | 0.00% | No change | 2,372 | $211K |
| Stewardship Advisors, LLC | 0.06% | Add +1.8% | 2,369 | $210K |
| Semmax Financial Advisors Inc. | 0.06% | No change | 2,241 | $210K |
| Vantage Point Financial LLC | 0.11% | — | 2,345 | $208K |
| Shared Vision Wealth Group LLC | 0.11% | Reduce -12.4% | 2,344 | $208K |
| Baker Avenue Asset Management, LP | 0.01% | New | 2,330 | $207K |
| Carson Advisory Inc. | 0.14% | Reduce -2.5% | 2,316 | $206K |
| Tempus Wealth Planning, LLC | 0.06% | Reduce -23.1% | 2,311 | $205K |
| Salomon & Ludwin, LLC | 0.02% | No change | 2,310 | $205K |
| Merkkuri Wealth Advisors LLC | 0.16% | Reduce -12.9% | 2,310 | $205K |
| Appleton Partners Inc. | 0.02% | Reduce -14.7% | 2,314 | $205K |
| Morey & Quinn Wealth Partners, LLC | 0.17% | — | 2,295 | $204K |
| Continuum Advisory, LLC | 0.03% | Reduce -0.7% | 2,289 | $203K |
| LVM Capital Management Ltd. | 0.02% | New | 2,280 | $202K |
| Aspire Private Capital, LLC | 0.05% | Add +43.6% | 2,268 | $201K |
| Patten & Patten Inc. | 0.01% | Reduce -2.6% | 2,259 | $201K |
| Tortoise Investment Management, LLC | 0.02% | No change | 2,222 | $197K |
| Glen Eagle Advisors, LLC | 0.03% | Add +0.1% | 2,187 | $194K |
| Global Trust Asset Management, LLC | 0.07% | Add +42.2% | 2,055 | $182K |
| Parkside Financial Bank & Trust | 0.02% | Add +43.1% | 2,010 | $178K |
| Anchor Investment Management, LLC | 0.02% | No change | 1,983 | $176K |
| GAMMA Investing LLC | 0.01% | No change | 1,977 | $176K |
| Hazlett, Burt & Watson, Inc. | 0.07% | Reduce -8.6% | 1,907 | $169K |
| Maryland Capital Advisors Inc. | 0.08% | New | 1,866 | $166K |
| Rothschild Investment LLC | 0.01% | No change | 1,844 | $164K |
| BTG Pactual Asset Management US LLC | 0.02% | New | 1,760 | $163K |
| Medallion Wealth Advisors, LLC | 0.08% | — | 1,825 | $163K |
| Comprehensive Financial Planning, Inc. | 0.13% | — | 1,706 | $151K |
| WealthShield Partners, LLC | 0.02% | Reduce -1.6% | 1,692 | $150K |
| Key Financial Inc | 0.03% | No change | 1,683 | $149K |
| Stephens Consulting, LLC | 0.04% | Add +0.1% | 1,650 | $147K |
| Ogorek Anthony Joseph /NY/ | 0.05% | Add +0.5% | 1,610 | $142K |
| Caldwell Trust Co | 0.01% | No change | 1,595 | $142K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.03% | Add +0.1% | 1,582 | $141K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 1,529 | $136K |
| First Horizon Advisors, Inc. | 0.00% | Reduce -43.5% | 1,517 | $135K |
| Delta Asset Management LLC | 0.01% | No change | 1,488 | $132K |
| Spectrum Wealth Counsel, LLC | 0.02% | Reduce -12.8% | 1,482 | $132K |
| Wolff Wiese Magana LLC | 0.08% | No change | 1,430 | $127K |
| Carolinas Wealth Consulting LLC | 0.02% | No change | 1,388 | $123K |
| Future Financial Wealth Managment LLC | 0.09% | Reduce -37.9% | 1,366 | $121K |
| EverSource Wealth Advisors, LLC | 0.01% | Add +25.9% | 1,364 | $121K |
| Minot DeBlois Advisors LLC | 0.11% | — | 1,358 | $121K |
| Balefire, LLC | 0.04% | New | 1,337 | $119K |
| Venturi Wealth Management, LLC | 0.01% | Add +1517.1% | 1,326 | $118K |
| Washington Trust Advisors, Inc. | 0.01% | No change | 1,300 | $115K |
| Harbor Investment Advisory, LLC | 0.01% | Reduce -1.9% | 1,291 | $115K |
| Coston, McIsaac & Partners | 0.03% | No change | 1,293 | $114K |
| Signature Resources Capital Management, LLC | 0.10% | Add +1.4% | 1,277 | $113K |
| WR Wealth Planners, LLC | 0.04% | Reduce -53.3% | 1,274 | $113K |
| Syntax Research, Inc. | 0.08% | Reduce -6.0% | 1,219 | $108K |
| Realta Investment Advisors | 0.04% | New | 1,208 | $108K |
| Eastern Bank | 0.00% | Add +17.8% | 1,186 | $105K |
| St Germain D J Co. Inc. | 0.00% | No change | 1,179 | $105K |
| Ameriflex Group, Inc. | 0.05% | — | 1,120 | $103K |
| Empirical Asset Management, LLC | 0.03% | Add +0.0% | 19,980 | $97K |
| Dunhill Financial, LLC | 0.04% | Add +4.9% | 1,074 | $95K |
| First Pacific Financial | 0.02% | No change | 1,069 | $95K |
| Brown, Lisle/Cummings, Inc. | 0.03% | No change | 1,014 | $90K |
| ESL Trust Services, LLC | 0.02% | Add +65.0% | 1,013 | $90K |
| American Capital Advisory, LLC | 0.05% | Reduce -2.7% | 987 | $88K |
| Main Street Group, LTD | 0.04% | No change | 956 | $85K |
| Financial Perspectives, Inc | 0.03% | Add +12.0% | 954 | $85K |
| Cassady Schiller Wealth Management, LLC | 0.03% | Reduce -0.6% | 935 | $83K |
| Hantz Financial Services, Inc. | 0.00% | Add +206.2% | 891 | $79K |
| Graney & King, LLC | 0.06% | — | 865 | $77K |
| JNBA Financial Advisors | 0.01% | No change | 850 | $75K |
| Creative Financial Designs Inc. | 0.01% | Reduce -20.0% | 842 | $75K |
| Jackson Hole Capital Partners, LLC | 0.01% | No change | 834 | $74K |
| TruNorth Capital Management, LLC | 0.02% | No change | 818 | $73K |
| BankPlus Trust Department | 0.02% | — | 813 | $72K |
| FLP Wealth Management, LLC | 0.18% | — | 803 | $71K |
| Eagle Bay Advisors LLC | 0.04% | No change | 800 | $71K |
| Bangor Savings Bank | 0.01% | No change | 797 | $71K |
| Duncker Streett & Co. Inc. | 0.01% | Reduce -50.6% | 767 | $68K |
| Newton One Investments LLC | 0.03% | New | 750 | $67K |
| Lindbrook Capital, LLC | 0.01% | No change | 749 | $67K |
| Union Savings Bank | 0.03% | No change | 740 | $66K |
| Lee Danner & Bass Inc. | 0.01% | New | 737 | $65K |
| Synergy Investment Management, LLC | 0.03% | — | 731 | $65K |
| Financial Gravity Companies, Inc. | 0.01% | Reduce -5.0% | 701 | $62K |
| Orion Capital Management LLC | 0.03% | New | 700 | $62K |
| Accredited Wealth Management, LLC | 0.05% | — | 688 | $61K |
| Tidemark, LLC | 0.02% | No change | 680 | $60K |
| Sandy Spring Bank | 0.00% | No change | 675 | $60K |
| Aventura Private Wealth, LLC | 0.03% | — | 664 | $59K |
| Iron Horse Wealth Management, LLC | 0.02% | No change | 662 | $59K |
| Compass Financial Services Inc | 0.03% | — | 658 | $58K |
| Quent Capital, LLC | 0.01% | Add +96.3% | 632 | $56K |
| Bokf, NA | 0.00% | Reduce -72.9% | 639 | $56K |
| Hexagon Capital Partners LLC | 0.01% | No change | 629 | $56K |
| Ameritas Investment Partners, Inc. | 0.00% | Add +0.5% | 624 | $55K |
| Laurel Wealth Advisors LLC | 0.01% | No change | 615 | $55K |
| Godsey & Gibb, Inc. | 0.01% | Reduce -24.7% | 610 | $54K |
| Plante Moran Financial Advisors, LLC | 0.00% | No change | 565 | $50K |
| Curio Wealth, LLC | 0.03% | — | 545 | $48K |
| Heritage Wealth Advisors | 0.00% | Add +27.4% | 544 | $48K |
| EPG Wealth Management LLC | 0.01% | Add +0.4% | 534 | $47K |
| Caldwell Sutter Capital, Inc. | 0.02% | No change | 529 | $47K |
| Element Wealth, LLC | 0.02% | No change | 525 | $47K |
| Global Wealth Strategies & Associates | 0.01% | No change | 524 | $47K |
| Crews Bank & Trust | 0.01% | — | 520 | $46K |
| Coppell Advisory Solutions LLC | 0.01% | Reduce -29.3% | 509 | $45K |
| Oarsman Capital, Inc. | 0.01% | Add +0.4% | 504 | $45K |
| Citizens National Bank Trust Department | 0.01% | No change | 500 | $44K |
| Castleview Partners, LLC | 0.02% | Add +0.2% | 483 | $43K |
| Aspect Partners, LLC | 0.02% | Reduce -6.2% | 481 | $43K |
| BNP Paribas Financial Markets | 0.00% | Reduce -90.4% | 480 | $43K |
| CNB Bank | 0.02% | No change | 471 | $42K |
| BOK Financial Private Wealth, Inc. | 0.00% | No change | 450 | $40K |
| Clear Investment Research, LLC | 0.05% | Add +0.5% | 437 | $39K |
| First Command Advisory Services, Inc. | 0.00% | No change | 434 | $39K |
| Valley National Advisers Inc. | 0.01% | No change | 437 | $38K |
| Luken Investment Analytics, LLC | 0.02% | No change | 425 | $38K |
| Sumitomo Mitsui Financial Group, Inc. | 0.00% | No change | 424 | $38K |
| Bfsg, LLC | 0.00% | No change | 423 | $38K |
| Millstone Evans Group, LLC | 0.03% | — | 423 | $38K |
| Fortitude Family Office, LLC | 0.01% | Add +0.5% | 416 | $37K |
| Blue Trust, Inc. | 0.00% | Reduce -25.1% | 411 | $37K |
| JDM Financial Group LLC | 0.02% | No change | 383 | $34K |
| Arlington Trust Co LLC | 0.01% | Add +15.2% | 378 | $34K |
| Missouri Trust & Investment Co | 0.01% | No change | 373 | $33K |
| Quest 10 Wealth Builders, Inc. | 0.03% | — | 370 | $33K |
| Sound Income Strategies, LLC | 0.00% | Add +65.0% | 363 | $32K |
| Oakworth Capital, Inc. | 0.00% | No change | 360 | $32K |
| Central Pacific Bank - Trust Division | 0.00% | Reduce -98.7% | 358 | $32K |
| Beaird Harris Wealth Management, LLC | 0.00% | Reduce -0.3% | 349 | $31K |
| Valued Wealth Advisors LLC | 0.02% | New | 340 | $30K |
| AlphaMark Advisors, LLC | 0.01% | New | 340 | $30K |
| Horrell Capital Management, Inc. | 0.01% | No change | 340 | $30K |
| Operose Advisors LLC | 0.01% | No change | 331 | $29K |
| Wintrust Investments LLC | 0.03% | Reduce -10.4% | 327 | $29K |
| Stuart Chaussee & Associates, Inc. | 0.01% | No change | 315 | $28K |
| Stonebridge Financial Group, LLC | 0.00% | — | 312 | $28K |
| Chapman Financial Group, LLC | 0.02% | — | 310 | $28K |
| VSM Wealth Advisory, LLC | 0.01% | — | 303 | $27K |
| MCF Advisors LLC | 0.00% | Add +0.3% | 302 | $27K |
| Howe & Rusling Inc. | 0.00% | Add +94.2% | 301 | $27K |
| McIlrath & Eck, LLC | 0.00% | No change | 274 | $24K |
| GeoWealth Management, LLC | 0.00% | Reduce -99.3% | 269 | $24K |
| Fairman Group, LLC | 0.02% | No change | 265 | $24K |
| Centennial Bank | 0.01% | No change | 258 | $23K |
| Mark Sheptoff Financial Planning, LLC | 0.01% | No change | 247 | $22K |
| NFSG Corp | 0.01% | Reduce -29.5% | 239 | $21K |
| Manufacturers Life Insurance Company, The | 0.00% | New | 231 | $20K |
| Albion Financial Group | 0.00% | No change | 230 | $20K |
| Kings Path Partners LLC | 0.01% | No change | 228 | $20K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | No change | 225 | $20K |
| Kozak & Associates, Inc. | 0.00% | No change | 223 | $20K |
| Acima Private Wealth, LLC | 0.01% | No change | 220 | $20K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -17.4% | 219 | $19K |
| Blue Bell Private Wealth Management, LLC | 0.00% | No change | 217 | $19K |
| Sittner & Nelson, LLC | 0.01% | No change | 216 | $19K |
| Keener Financial Planning LLC | 0.01% | No change | 224 | $19K |
| Kestra Investment Management, LLC | 0.00% | New | 199 | $18K |
| Caitlin John, LLC | 0.01% | No change | 189 | $17K |
| Atticus Wealth Management, LLC | 0.01% | No change | 188 | $17K |
| Ritter Daniher Financial Advisory LLC / DE | 0.00% | No change | 184 | $16K |
| Murphy & Mullick Capital Management Corp | 0.02% | — | 184 | $16K |
| LGT Financial Advisors LLC | 0.03% | Reduce -35.5% | 176 | $16K |
| Prestige Wealth Management Group LLC | 0.00% | No change | 172 | $15K |
| Crewe Advisors LLC | 0.00% | No change | 171 | $15K |
| Indiana Trust & Investment Management Co | 0.01% | Reduce -79.0% | 170 | $15K |
| Fourth Dimension Wealth, LLC | 0.01% | — | 169 | $15K |
| Copia Wealth Management | 0.01% | — | 163 | $14K |
| Pathway Financial Advisers, LLC | 0.00% | Add +0.6% | 163 | $14K |
| Highline Wealth Partners LLC | 0.00% | No change | 160 | $14K |
| Avion Wealth | 0.00% | No change | 161 | $14K |
| Bogart Wealth, LLC | 0.00% | No change | 152 | $13K |
| Compass Wealth Management LLC | 0.00% | Reduce -62.5% | 150 | $13K |
| Hopwood Financial Services, Inc. | 0.01% | — | 145 | $13K |
| Foster Dykema Cabot & Partners, LLC | 0.00% | No change | 143 | $13K |
| Alexis Investment Partners, LLC | 0.01% | — | 142 | $13K |
| Global Financial Private Client, LLC | 0.00% | No change | 142 | $13K |
| New Millennium Group LLC | 0.01% | No change | 137 | $12K |
| Collier Financial | 0.01% | — | 136 | $12K |
| Mendota Financial Group, LLC | 0.01% | No change | 102 | $9K |
| AllSquare Wealth Management LLC | 0.00% | No change | 88 | $8K |
| Tucker Asset Management LLC | 0.00% | Add +7.4% | 87 | $8K |
| Cornerstone Planning Group LLC | 0.00% | No change | 81 | $7K |
| Kiely Wealth Advisory Group, Inc. | 0.00% | No change | 71 | $7K |
| Brooklyn Investment Group | 0.00% | New | 74 | $7K |
| CGC Financial Services, LLC | 0.00% | No change | 68 | $6K |
| Vermillion Wealth Management, Inc. | 0.00% | — | 66 | $6K |
| FWL Investment Management, LLC | 0.00% | No change | 65 | $6K |
| Bay Harbor Wealth Management, LLC | 0.00% | No change | 64 | $6K |
| Provenance Wealth Advisors, LLC | 0.00% | No change | 51 | $5K |
| Center for Financial Planning, Inc. | 0.00% | New | 50 | $4K |
| Darwin Wealth Management, LLC | 0.00% | No change | 45 | $4K |
| Hemington Wealth Management | 0.00% | No change | 56 | $4K |
| WFA Asset Management Corp | 0.00% | New | 44 | $4K |
| Financial Life Planners | 0.00% | — | 43 | $4K |
| Investors Research Corp | 0.00% | No change | 41 | $4K |
| Country Trust Bank | 0.00% | Add +1200.0% | 39 | $3K |
| Raleigh Capital Management Inc. | 0.00% | No change | 38 | $3K |
| Motco | 0.00% | No change | 38 | $3K |
| ZynergyRetirementPlanningLLC | 0.00% | No change | 33 | $3K |
| Retirement Wealth Solutions LLC | 0.00% | — | 28 | $2K |
| Financial Management Professionals, Inc. | 0.00% | No change | 27 | $2K |
| Atala Financial Inc | 0.00% | — | 26 | $2K |
| Islay Capital Management, LLC | 0.00% | No change | 26 | $2K |
| Legacy Investment Solutions, LLC | 0.00% | Add +84.6% | 24 | $2K |
| Legacy Wealth Managment, LLC | 0.00% | Add +84.6% | 24 | $2K |
| Transamerica Financial Advisors, LLC | 0.00% | Reduce -50.0% | 12 | $2K |
| GHP Investment Advisors, Inc. | 0.00% | New | 22 | $2K |
| Park Square Financial Group, LLC | 0.00% | — | 18 | $2K |
| Pittenger & Anderson Inc. | 0.00% | No change | 17 | $2K |
| Cape Investment Advisory, Inc. | 0.00% | No change | 17 | $2K |
| Logan Capital Management Inc. | 0.00% | New | 17 | $2K |
| Lanark Financial, Inc. | 0.12% | — | 15 | $1K |
| Kiker Wealth Management, LLC | 0.00% | — | 14 | $1K |
| GoalVest Advisory LLC | 0.00% | New | 11 | $977 |
| Decker Retirement Planning Inc. | 0.00% | — | 9 | $799 |
| Creative Capital Management Investments LLC | 0.00% | New | 6 | $533 |
| Synergy Asset Management, LLC | 0.00% | New | 4 | $365 |
| Macquarie Group Ltd. | 0.00% | Reduce -98.8% | 1,218 | $108 |
| Oliver Lagore Vanvalin Investment Group | 0.00% | No change | 1 | $96 |
| Endeavor Private Wealth, Inc. | 0.00% | — | 1 | $93 |
"% 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.