iShares MSCI USA Min Vol FacUSMVETF
13F holders, Q1 2025 (March 31)1,301holders +17
106new positions
83sold out
5famous investors
$93.57avg. 13F price*
At the end of Q1 2025, 1,301 institutions reported holding iShares MSCI USA Min Vol Fac (USMV) in their 13F filings, up 17 from Q4 2024. 106 opened new positions and 83 sold out. The largest holders were Morgan Stanley ($1.6B), Bank of America Corp. ($1.3B) and Raymond James Financial Inc. ($1.2B). 5 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management's portfolio), David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies'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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 106 | $383.6M |
| Exits | 83 | $110.1M |
All 13F filers, Q4 2024 → Q1 2025: 13,941,429 shares bought and 11,014,542 shares sold, net +2,926,887 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,301 holders
| Morgan Stanley | 0.12% | Add +4.7% | 17,509,357 | $1.6B |
| Bank of America Corp. | 0.12% | Reduce -10.9% | 14,078,288 | $1.3B |
| Raymond James Financial Inc. | 0.46% | Reduce -0.9% | 13,123,587 | $1.2B |
| FMR LLC | 0.07% | Reduce -5.2% | 11,070,790 | $1.0B |
| Wealth Enhancement Advisory Services, LLC | 1.19% | Add +102.5% | 6,624,202 | $620.4M |
| LPL Financial LLC | 0.21% | Add +3.4% | 5,876,594 | $550.4M |
| PNC Financial Services Group, Inc. | 0.28% | Reduce -6.7% | 5,759,372 | $539.4M |
| BlackRock, Inc. | 0.01% | Reduce -4.1% | 4,701,699 | $440.4M |
| Envestnet Asset Management Inc. | 0.14% | Add +2.5% | 4,605,177 | $431.3M |
| JPMorgan Chase & Co. | 0.03% | Add +17.4% | 3,846,029 | $360.2M |
| Wells Fargo & Company | 0.09% | Add +3.4% | 3,823,522 | $358.1M |
| Millburn Ridgefield LLC | 8.52% | Add +2.9% | 3,755,502 | $351.7M |
| Catalyst Capital Advisors LLC | 7.20% | Add +2.9% | 3,755,502 | $351.7M |
| UBS Group AG | 0.07% | Reduce -8.0% | 3,556,459 | $333.1M |
| Alaska Permanent Fund Corp | 3.80% | Reduce -37.9% | 2,918,749 | $270.1M |
| Ameriprise Financial Inc. | 0.06% | Add +10.7% | 2,440,656 | $228.6M |
| Commonwealth Equity Services, LLC | 0.29% | Add +2.8% | 2,185,595 | $204.7M |
| Cerity Partners LLC | 0.42% | Add +4.0% | 2,182,869 | $204.4M |
| Northwestern Mutual Wealth Management Co. | 0.14% | Reduce -6.7% | 1,832,687 | $171.6M |
| Royal Bank of Canada | 0.04% | Add +5.6% | 1,728,408 | $161.9M |
| Cetera Investment Advisers | 0.31% | Reduce -1.4% | 1,696,381 | $158.9M |
| Assetmark, Inc. | 0.42% | Add +2.3% | 1,643,022 | $153.9M |
| Mercer Global Advisors Inc. | 0.33% | Reduce -9.9% | 1,529,810 | $143.3M |
| Sei Investments Co. | 0.18% | Reduce -0.9% | 1,466,061 | $137.3M |
| Osaic Holdings, Inc. | 0.30% | Reduce -0.3% | 1,429,212 | $133.9M |
| Caisse de depot et placement du Quebec | 0.27% | New | 1,395,133 | $130.7M |
| Cambridge Investment Research Advisors, Inc. | 0.41% | Reduce -6.3% | 1,299,607 | $121.7M |
| US Bancorp \de | 0.15% | Reduce -0.2% | 1,231,629 | $115.4M |
| Johnson Investment Counsel Inc. | 1.11% | Add +3.6% | 1,224,229 | $114.7M |
| Mariner, LLC | 0.19% | Add +4.2% | 1,215,500 | $113.8M |
| Dynasty Wealth Management, LLC | 1.86% | Reduce -0.8% | 1,194,432 | $111.9M |
| Focus Partners Wealth | 0.26% | Reduce -0.2% | 1,116,698 | $104.6M |
| Financial Advisors, LLC | 20.47% | Add +0.0% | 1,107,650 | $103.7M |
| Securian Asset Management, Inc. | 2.92% | Reduce -3.1% | 1,025,287 | $96.0M |
| Quotient Wealth Partners, LLC | 2.98% | Reduce -1.8% | 995,737 | $93.3M |
| Bank of New York Mellon Corp | 0.02% | Add +9.3% | 983,380 | $92.1M |
| Brookstone Capital Management | 1.32% | Add +0.1% | 982,584 | $92.0M |
| Captrust Financial Advisors | 0.19% | Add +4.5% | 802,897 | $75.2M |
| Horizon Investments, LLC | 2.22% | Add +16.2% | 796,075 | $74.6M |
| Cwm, LLC | 0.27% | Reduce -0.2% | 731,763 | $68.5M |
| Lockheed Martin Investment Management Co. | 2.70% | No change | 707,300 | $66.2M |
| HighTower Advisors, LLC | 0.09% | Reduce -2.8% | 690,846 | $64.7M |
| Steward Partners Investment Advisory, LLC | 0.54% | Add +2.7% | 649,460 | $60.8M |
| Two Sigma Investments, LP | 0.13% | New | 594,600 | $55.7M |
| Janney Montgomery Scott LLC | 0.15% | Reduce -1.2% | 578,092 | $54.1M |
| Geneos Wealth Management Inc. | 1.78% | Add +2.6% | 568,519 | $53.2M |
| Russell Investments Group, Ltd. | 0.07% | Add +400.2% | 538,501 | $50.4M |
| MML Investors Services, LLC | 0.17% | Add +21.5% | 536,275 | $50.2M |
| Jones Financial Companies LLLP | 0.04% | Add +48.7% | 535,735 | $49.7M |
| NewEdge Advisors, LLC | 0.29% | Add +11.1% | 516,823 | $48.4M |
| Private Advisor Group, LLC | 0.29% | Reduce -0.1% | 505,966 | $47.4M |
| MAI Capital Management | 0.36% | Reduce -1.8% | 502,800 | $47.1M |
| Glenmede Trust Co. NA | 0.22% | Add +0.7% | 447,207 | $41.9M |
| Stifel Financial Corp. | 0.04% | Add +5.7% | 446,819 | $41.8M |
| Facet Wealth, Inc. | 1.05% | Add +16.2% | 438,785 | $40.7M |
| Horizon Wealth Management, LLC | 6.63% | New | 420,106 | $39.3M |
| ARS Wealth Advisors Group, LLC | 5.47% | Reduce -13.5% | 413,256 | $38.7M |
| Park Avenue Securities LLC | 0.45% | Add +65.0% | 393,324 | $36.8M |
| Klingman & Associates, LLC | 2.17% | Reduce -0.1% | 377,973 | $35.4M |
| Keybank National Association | 0.14% | Add +2.2% | 365,200 | $34.2M |
| Allianz Asset Management GmbH | 0.05% | Add +12.4% | 358,892 | $33.6M |
| Integrated Wealth Concepts LLC | 0.39% | Reduce -5.1% | 354,835 | $33.2M |
| Capstone Investment Advisors, LLC | 0.38% | Add +107.6% | 353,001 | $33.1M |
| High Probability Advisors, LLC | 5.45% | Add +2.5% | 349,019 | $32.7M |
| Sagespring Wealth Partners, LLC | 0.79% | Reduce -7.7% | 333,897 | $31.3M |
| Truist Financial Corp. | 0.04% | Reduce -1.9% | 295,353 | $27.7M |
| GDS Wealth Management | 2.35% | Reduce -3.2% | 294,094 | $27.5M |
| Rehmann Capital Advisory Group | 1.70% | Add +9.0% | 287,628 | $26.9M |
| Sovereign Investment Advisors, LLC | 9.35% | Add +12.4% | 321,472 | $26.9M |
| Ocean Park Asset Management, LLC | 0.95% | Add +17.5% | 285,868 | $26.8M |
| Sykon Capital LLC | 9.99% | New | 280,936 | $26.3M |
| Choreo, LLC | 0.40% | Reduce -5.3% | 276,386 | $25.9M |
| OneDigital Investment Advisors LLC | 0.30% | Reduce -3.7% | 270,589 | $25.3M |
| Citizens Financial Group Inc. | 0.49% | Reduce -2.5% | 267,421 | $25.0M |
| Envestnet Portfolio Solutions, Inc. | 0.09% | Add +24.2% | 264,838 | $24.8M |
| Stratos Wealth Partners, LTD. | 0.38% | Reduce -6.1% | 264,370 | $24.8M |
| Cornerstone Wealth Management, LLC | 1.63% | Reduce -0.5% | 257,086 | $24.1M |
| Creative Planning | 0.02% | Add +22.7% | 255,713 | $24.0M |
| Citigroup Inc. | 0.02% | Reduce -0.2% | 254,155 | $23.8M |
| Atria Wealth Solutions, Inc. | 0.29% | Reduce -21.5% | 253,886 | $23.8M |
| Capital Advisors, Ltd. LLC | 3.06% | Reduce -1.9% | 248,400 | $23.3M |
| Sequoia Financial Advisors, LLC | 0.18% | Reduce -14.1% | 245,358 | $23.0M |
| Pacific Center for Financial Services | 5.99% | Add +83.5% | 241,062 | $22.6M |
| Well Done, LLC | 4.06% | Add +0.6% | 252,107 | $22.4M |
| Symmetry Partners, LLC | 3.11% | Add +9.5% | 238,945 | $22.4M |
| Journey Advisory Group, LLC | 1.79% | Reduce -0.4% | 233,131 | $21.8M |
| Avantax Advisory Services, Inc. | 0.13% | Add +1.3% | 232,942 | $21.8M |
| FORM Wealth Advisors, LLC | 2.94% | — | 230,780 | $21.6M |
| Kestra Advisory Services, LLC | 0.10% | Reduce -28.2% | 229,169 | $21.5M |
| MV Capital Management, Inc. | 2.21% | Reduce -8.9% | 219,895 | $20.6M |
| Valmark Advisers, Inc. | 0.31% | Reduce -3.3% | 219,526 | $20.6M |
| Lowe Wealth Advisors, LLC | 8.71% | Reduce -3.4% | 218,979 | $20.5M |
| Cassia Capital Partners, LLC | 12.77% | Reduce -3.1% | 218,534 | $20.5M |
| Adaptive Financial Consulting, LLC | 8.75% | Reduce -3.1% | 218,126 | $20.4M |
| Baron Silver Stevens Financial Advisors, LLC | 3.55% | Reduce -4.0% | 216,768 | $20.3M |
| Beacon Pointe Advisors, LLC | 0.23% | Reduce -0.6% | 216,341 | $20.3M |
| Custos Family Office, LLC | 7.11% | Reduce -0.9% | 213,990 | $20.0M |
| Ball & Co Wealth Management Inc. | 21.36% | Reduce -41.6% | 212,769 | $19.9M |
| Lester Murray Antman dba SimplyRich | 5.74% | Add +12.6% | 211,915 | $19.8M |
| Sanctuary Advisors, LLC | 0.14% | Add +3.2% | 209,391 | $19.6M |
| Syntegra Private Wealth Group, LLC | 2.29% | Reduce -0.4% | 208,815 | $19.6M |
| Balyasny Asset Management L.P. | 0.05% | New | 204,269 | $19.1M |
| Wealth Advisors of Iowa, LLC | 7.88% | Add +2.3% | 195,803 | $18.3M |
| Flagship Private Wealth, LLC | 8.72% | Add +46.9% | 195,422 | $18.3M |
| Summit Wealth Partners, LLC | 3.71% | Reduce -2.4% | 195,162 | $18.3M |
| Comerica Bank | 0.08% | Reduce -3.6% | 194,925 | $18.3M |
| Summit Global Investments | 1.32% | Add +37.5% | 192,909 | $18.1M |
| Alliancebernstein L.P. | 0.01% | Reduce -9.8% | 191,255 | $17.9M |
| Apella Capital, LLC | 0.61% | Reduce -24.8% | 198,936 | $17.9M |
| Equitable Holdings, Inc. | 0.17% | Reduce -51.0% | 190,837 | $17.9M |
| Intrust Bank NA | 1.77% | Add +6.7% | 190,710 | $17.9M |
| Rockefeller Capital Management L.P. | 0.04% | Reduce -3.7% | 183,686 | $17.2M |
| Lineweaver Wealth Advisors, LLC | 2.93% | Reduce -21.7% | 183,567 | $17.2M |
| Carrera Capital Advisors | 3.80% | Reduce -44.9% | 183,042 | $17.1M |
| Leonard Rickey Investment Advisors P.L.L.C. | 3.46% | Add +1.2% | 176,384 | $16.1M |
| Walled Lake Planning & Wealth Management, LLC | 5.65% | Add +2.1% | 169,611 | $15.9M |
| Trinity Wealth Management, LLC | 7.08% | Add +0.5% | 165,523 | $15.5M |
| Sigma Planning Corp | 0.49% | Add +4.6% | 163,872 | $15.3M |
| Armbruster Capital Management, Inc. | 3.05% | Reduce -0.7% | 163,116 | $15.3M |
| Asset Advisors Investment Management, LLC | 1.60% | Add +5.8% | 162,208 | $15.2M |
| TD Capital Management LLC | 1.52% | Reduce -2.3% | 160,493 | $15.0M |
| Darrow Company, Inc. | 8.37% | Add +3.4% | 160,202 | $15.0M |
| World Investment Advisors | 0.39% | Add +111.3% | 159,439 | $14.9M |
| Financial Enhancement Group LLC | 2.27% | Add +354.9% | 161,760 | $14.6M |
| Leelyn Smith, LLC | 2.51% | Reduce -5.5% | 150,540 | $14.1M |
| Mirae Asset Global Investments Co., Ltd. | 0.06% | No change | 150,000 | $14.0M |
| Barrett & Company, Inc. | 5.95% | Reduce -1.4% | 147,708 | $13.8M |
| United Capital Financial Advisors, LLC | 0.12% | Reduce -4.2% | 145,243 | $13.6M |
| D.A. Davidson & Co. | 0.11% | Add +0.4% | 142,837 | $13.4M |
| M&T Bank Corp | 0.05% | Reduce -10.4% | 141,793 | $13.3M |
| Insight Wealth Strategies, LLC | 1.77% | Reduce -59.1% | 140,419 | $13.2M |
| Wealth Management Resources, Inc. | 4.77% | Add +2.2% | 140,246 | $13.1M |
| Mgo One Seven LLC | 0.50% | Add +122.2% | 137,632 | $12.9M |
| Baird Financial Group, Inc. | 0.02% | Reduce -4.5% | 137,266 | $12.9M |
| White Pine Investment CO | 3.45% | Reduce -4.0% | 136,709 | $12.8M |
| Enzi Wealth | 5.17% | Reduce -0.3% | 140,638 | $12.8M |
| Birchbrook, Inc. | 6.92% | Add +1.5% | 131,480 | $12.3M |
| NorthCoast Asset Management LLC | 0.06% | Reduce -10.8% | 130,584 | $12.2M |
| AE Wealth Management LLC | 0.10% | Add +79.1% | 130,562 | $12.2M |
| CreativeOne Wealth, LLC | 0.36% | Reduce -4.1% | 128,125 | $12.0M |
| KilterHowling LLC | 7.68% | Add +1.7% | 128,587 | $11.9M |
| Empowered Funds, LLC | 0.17% | New | 125,986 | $11.8M |
| Rwa Wealth Partners, LLC | 0.15% | New | 125,957 | $11.8M |
| Cresset Asset Management, LLC | 0.06% | Reduce -10.2% | 125,768 | $11.8M |
| Ironwood Wealth Management, Inc. | 6.14% | Reduce -6.9% | 132,872 | $11.8M |
| Barclays PLC | 0.01% | Reduce -71.2% | 123,977 | $11.6M |
| Anderson Hoagland & Co. | 1.37% | Reduce -0.1% | 135,399 | $11.6M |
| Fortune Financial Advisors, LLC | 9.92% | Add +0.4% | 122,841 | $11.5M |
| Money Concepts Capital Corp. | 0.86% | Add +0.2% | 122,822 | $11.5M |
| Gerber Kawasaki Wealth & Investment Management | 0.52% | Reduce -1.3% | 122,441 | $11.5M |
| Meridian Wealth Advisors, LLC | 1.94% | Add +0.1% | 122,165 | $11.4M |
| Kwmg, LLC | 1.16% | Add +1.4% | 121,274 | $11.4M |
| Beacon Bank & Trust | 2.71% | Add +8.6% | 118,872 | $11.1M |
| Garrett Wealth Advisory Group, LLC | 2.46% | Reduce -1.2% | 117,533 | $11.0M |
| Capital Planning LLC | 3.07% | Reduce -0.3% | 117,283 | $11.0M |
| Clearstead Advisors, LLC | 0.17% | Reduce -1.7% | 116,890 | $10.9M |
| Winthrop Capital Management, LLC | 3.00% | Reduce -1.9% | 116,369 | $10.9M |
| Spectrum Asset Management, Inc. (NB/CA) | 4.83% | Add +3.3% | 116,135 | $10.9M |
| Lido Advisors, LLC | 0.06% | Reduce -0.3% | 114,033 | $10.7M |
| Verus Capital Partners, LLC | 1.05% | Add +0.5% | 112,639 | $10.5M |
| Federation des caisses Desjardins du Quebec | 0.05% | Add +189.6% | 111,853 | $10.5M |
| Magnolia Capital Advisors LLC | 2.83% | Add +413.7% | 111,121 | $10.4M |
| Sowell Financial Services LLC | 0.47% | Add +3.8% | 110,989 | $10.4M |
| Modus Advisors, LLC | 3.37% | Reduce -0.9% | 109,748 | $10.3M |
| Atom Investors LP | 1.25% | New | 108,214 | $10.1M |
| Moneco Advisors, LLC | 1.04% | Add +0.6% | 107,198 | $10.0M |
| Brickley Wealth Management | 2.07% | Add +0.0% | 106,534 | $10.0M |
| Rakuten Investment Management, Inc. | 0.05% | — | 107,385 | $10.0M |
| Legacy Advisory Services, LLC | 8.40% | Add +8.1% | 106,270 | $10.0M |
| New England Private Wealth Advisors LLC | 1.53% | Reduce -3.2% | 105,480 | $9.9M |
| Thrivent Financial for Lutherans | 0.02% | Reduce -32.3% | 105,373 | $9.9M |
| Tyler-Stone Wealth Management | 1.76% | Reduce -1.9% | 104,620 | $9.8M |
| Stock Yards Bank & Trust Co. | 0.35% | Reduce -12.5% | 104,017 | $9.7M |
| Fragasso Financial Advisors Inc | 0.72% | Reduce -77.4% | 103,879 | $9.7M |
| &partners | 0.10% | Add +11.9% | 104,469 | $9.7M |
| Jmac Enterprises LLC | 2.29% | Add +2.7% | 103,167 | $9.7M |
| Bellwether Advisors, LLC | 2.02% | Add +0.4% | 103,198 | $9.7M |
| Nations Financial Group Inc, /Ia/ | 0.73% | Reduce -2.6% | 101,944 | $9.5M |
| MorganRosel Wealth Management, LLC | 2.89% | Add +3.3% | 101,661 | $9.5M |
| IHT Wealth Management, LLC | 0.29% | Reduce -2.4% | 100,154 | $9.4M |
| Founders Financial Securities LLC | 0.79% | Reduce -0.3% | 102,685 | $9.4M |
| Evergreen Capital Management LLC | 0.31% | Add +5.3% | 99,166 | $9.3M |
| Bay Rivers Group | 4.86% | Reduce -1.2% | 99,047 | $9.3M |
| Snowden Capital Advisors LLC | 0.30% | Reduce -0.5% | 97,810 | $9.2M |
| Merit Financial Group, LLC | 0.14% | Add +27.0% | 97,585 | $9.1M |
| Tradition Wealth Management, LLC | 0.80% | Reduce -27.7% | 97,436 | $9.1M |
| Ancora Advisors LLC | 0.20% | Add +2.5% | 96,864 | $9.1M |
| Kennedy Investment Group, Inc. | 4.19% | Add +10.8% | 96,381 | $9.0M |
| CPC Advisors, LLC | 1.22% | Add +325.7% | 94,977 | $8.9M |
| Win Advisors, Inc. | 4.56% | Reduce -2.0% | 94,822 | $8.9M |
| Calamos Wealth Management LLC | 0.45% | Add +1.4% | 94,478 | $8.8M |
| Aspiriant, LLC | 0.30% | Reduce -11.3% | 92,854 | $8.7M |
| Sheridan Capital Management, LLC | 6.28% | Reduce -0.7% | 91,979 | $8.6M |
| Savant Capital, LLC | 0.07% | Reduce -4.8% | 91,328 | $8.6M |
| MA Private Wealth | 1.58% | Reduce -17.9% | 89,857 | $8.4M |
| Van Hulzen Asset Management, LLC | 0.77% | Reduce -0.3% | 89,716 | $8.4M |
| BridgePort Financial Solutions, LLC | 3.74% | Add +8.7% | 88,564 | $8.3M |
| Principal Securities, Inc. | 0.19% | Add +2.5% | 93,319 | $8.3M |
| Kickstand Ventures, Llc. | 2.12% | Add +1959.2% | 87,885 | $8.2M |
| Blair William & Co. | 0.02% | Reduce -1.6% | 87,594 | $8.2M |
| Per Stirling Capital Management, LLC. | 1.16% | Add +4.0% | 86,409 | $8.1M |
| Parallel Advisors, LLC | 0.18% | Reduce -8.5% | 85,808 | $8.0M |
| J.W. Cole Advisors, Inc. | 0.24% | Reduce -17.9% | 83,789 | $7.8M |
| Pecaut & Co. | 2.67% | New | 83,595 | $7.8M |
| Banco Santander, S.A. | 0.09% | Reduce -14.1% | 83,077 | $7.8M |
| Diversify Advisory Services, LLC | 0.48% | Add +0.3% | 84,243 | $7.7M |
| Prospera Financial Services Inc | 0.18% | Add +0.3% | 82,078 | $7.7M |
| Keeler & Nadler Financial Planning & Wealth Management | 3.45% | Reduce -5.6% | 82,472 | $7.6M |
| Spreng Capital Management, Inc. | 3.56% | New | 81,603 | $7.6M |
| SageView Advisory Group, LLC | 0.32% | Reduce -2.4% | 81,198 | $7.6M |
| Kingswood Wealth Advisors, LLC | 0.69% | Reduce -7.1% | 81,021 | $7.6M |
| Avant Capital LLC | 6.26% | Add +0.0% | 80,376 | $7.5M |
| AQR Capital Management | 0.01% | Add +111.4% | 80,257 | $7.5M |
| Gladstone Institutional Advisory LLC | 0.35% | Reduce -9.0% | 79,814 | $7.5M |
| Running Point Capital Advisors, LLC | 2.34% | Reduce -4.1% | 78,723 | $7.4M |
| L. Roy Papp & Associates, LLP | 0.90% | Reduce -2.1% | 78,586 | $7.4M |
| Mayflower Financial Advisors, LLC | 1.11% | Add +1.3% | 78,081 | $7.3M |
| VestGen Advisors, LLC | 0.33% | — | 76,933 | $7.2M |
| Family Capital Trust Co | 2.54% | Reduce -5.7% | 75,727 | $7.1M |
| Aptus Capital Advisors, LLC | 0.08% | Reduce -15.7% | 75,643 | $7.1M |
| Columbus Macro, LLC | 0.93% | Reduce -0.7% | 75,245 | $7.0M |
| Mather Group, Llc. | 0.08% | Add +0.3% | 74,813 | $7.0M |
| Essex Financial Services, Inc. | 0.50% | Add +3.5% | 74,658 | $7.0M |
| Kelly Financial Group LLC | 2.16% | Add +14.0% | 73,888 | $6.9M |
| FAS Wealth Partners, Inc. | 0.56% | Add +2.4% | 73,855 | $6.9M |
| Moloney Securities Asset Management, LLC | 0.94% | Add +0.8% | 73,845 | $6.9M |
| Shepherd Kaplan Krochuk, LLC | 5.84% | Add +6.3% | 72,846 | $6.8M |
| Able Wealth Management LLC | 3.90% | Add +1.5% | 70,311 | $6.6M |
| Wharton Business Group, LLC | 0.30% | Reduce -4.4% | 71,467 | $6.5M |
| Orion Porfolio Solutions, LLC | 0.06% | Add +33.3% | 69,010 | $6.5M |
| Orion Portfolio Solutions, LLC | 0.06% | Add +33.3% | 69,010 | $6.5M |
| Investment Advisory Group, LLC | 2.15% | Reduce -1.3% | 68,609 | $6.4M |
| Dakota Wealth Management | 0.15% | Reduce -3.5% | 67,895 | $6.4M |
| Allred Capital Management, LLC | 2.53% | Reduce -0.2% | 67,725 | $6.3M |
| Independence Bank of Kentucky | 0.99% | Reduce -1.4% | 67,628 | $6.3M |
| Bank of Nova Scotia | 0.01% | New | 67,400 | $6.3M |
| Ameritas Advisory Services, LLC | 0.25% | Add +10.4% | 69,693 | $6.3M |
| Guerra Pan Advisors, LLC | 4.90% | Reduce -1.9% | 66,754 | $6.3M |
| Shore Point Advisors, LLC | 3.30% | Reduce -1.6% | 66,659 | $6.2M |
| Hobbs Group Advisors, LLC | 2.35% | Add +83.4% | 66,040 | $6.2M |
| Csenge Advisory Group | 0.35% | Add +2.9% | 67,596 | $6.1M |
| Sequent Asset Management, LLC | 3.36% | No change | 64,487 | $6.0M |
| Redwood Park Advisors LLC | 5.04% | Add +3.5% | 64,158 | $6.0M |
| Independent Financial Group, LLC | 0.21% | Add +11.8% | 63,697 | $6.0M |
| Perigon Wealth Management, LLC | 0.15% | Reduce -1.6% | 63,692 | $6.0M |
| Corient Private Wealth LP | 0.01% | Reduce -0.1% | 62,952 | $5.9M |
| Kathleen S. Wright Associates Inc. | 2.42% | Add +0.2% | 62,392 | $5.8M |
| EP Wealth Advisors, LLC | 0.05% | Reduce -5.1% | 61,795 | $5.8M |
| Ibex Wealth Advisors | 0.77% | Add +0.2% | 61,771 | $5.8M |
| Arkadios Wealth Advisors | 0.22% | Add +447.6% | 61,703 | $5.8M |
| AlphaCore Capital LLC | 0.49% | New | 61,356 | $5.7M |
| Franklin Resources Inc. | 0.00% | Reduce -1.8% | 61,310 | $5.7M |
| Wells Financial Advisors INC | 7.89% | Add +0.9% | 61,137 | $5.7M |
| Choate Investment Advisors | 0.14% | No change | 60,973 | $5.7M |
| Atria Investments, Inc | 0.07% | Add +2.5% | 60,661 | $5.7M |
| High Net Worth Advisory Group LLC | 1.60% | Reduce -15.5% | 60,365 | $5.7M |
| Modern Wealth Management, LLC | 0.18% | Add +2.8% | 60,248 | $5.6M |
| Western Wealth Management, LLC | 0.37% | Add +19.5% | 59,955 | $5.6M |
| Mutual Advisors, LLC | 0.16% | Add +71.2% | 60,524 | $5.5M |
| Allworth Financial LP | 0.03% | Add +0.3% | 60,418 | $5.5M |
| Foundations Investment Advisors, LLC | 0.10% | Reduce -15.2% | 58,099 | $5.4M |
| Institute for Wealth Management, LLC. | 0.70% | Add +528.7% | 58,096 | $5.4M |
| Apexium Financial, LP | 0.32% | Reduce -1.5% | 57,874 | $5.4M |
| 1900 Wealth Management LLC | 0.45% | Reduce -24.9% | 57,722 | $5.4M |
| Apollon Financial, LLC | 1.27% | Reduce -8.0% | 57,172 | $5.4M |
| Concurrent Investment Advisors, LLC | 0.13% | Reduce -18.8% | 56,567 | $5.3M |
| Carr Financial Group Corp | 1.73% | Add +50.5% | 56,408 | $5.3M |
| Haverford Trust Co | 0.05% | Reduce -0.8% | 55,559 | $5.2M |
| Camden National Bank | 0.77% | Reduce -2.9% | 55,521 | $5.2M |
| GWN Securities Inc. | 0.29% | Add +1391.7% | 56,671 | $5.2M |
| Prime Capital Investment Advisors, LLC | 0.06% | Add +43.3% | 55,293 | $5.2M |
| Trilogy Capital Inc. | 0.27% | Reduce -80.5% | 55,054 | $5.2M |
| Alpine Bank Wealth Management | 0.82% | — | 54,836 | $5.1M |
| Roehl & Yi Investment Advisors, LLC | 2.78% | Reduce -3.8% | 54,780 | $5.1M |
| D. E. Shaw & Co. | 0.01% | Add +198.8% | 54,723 | $5.1M |
| FDx Advisors, Inc. | 1.66% | Reduce -13.2% | 54,629 | $5.1M |
| Colonial Trust Advisors | 0.46% | Add +51.6% | 54,620 | $5.1M |
| Tompkins Financial Corp. | 0.49% | Add +0.8% | 54,557 | $5.1M |
| CFM Wealth Partners LLC | 0.89% | Add +0.0% | 53,963 | $5.1M |
| Courier Capital LLC | 0.33% | Add +777.8% | 53,941 | $5.1M |
| Townsquare Capital LLC | 0.05% | Add +7.3% | 53,888 | $5.0M |
| Axxcess Wealth Management, LLC | 0.14% | Reduce -30.2% | 53,226 | $5.0M |
| Capital Asset Advisory Services LLC | 0.25% | Reduce -19.8% | 52,505 | $4.9M |
| Curtis Advisory Group, LLC | 1.44% | Add +60.3% | 52,371 | $4.9M |
| Caliber Wealth Management, LLC / KS | 0.67% | — | 52,221 | $4.9M |
| BNP Paribas Financial Markets | 0.00% | Add +10730.6% | 51,987 | $4.9M |
| RHS Financial, LLC | 2.73% | Reduce -2.0% | 51,922 | $4.9M |
| IFP Advisors, Inc | 0.15% | Add +67.4% | 51,876 | $4.9M |
| Mandatum Life Insurance Co Ltd | 1.49% | Reduce -14.2% | 51,844 | $4.9M |
| Apollon Wealth Management, LLC | 0.11% | Reduce -12.4% | 51,316 | $4.8M |
| McNaughton Wealth Management, LLC | 2.33% | Reduce -1.4% | 51,244 | $4.8M |
| WealthBridge Capital Management, LLC | 1.35% | Add +1.2% | 51,201 | $4.8M |
| Ade, LLC | 2.74% | Reduce -5.8% | 50,857 | $4.8M |
| Cordatus Wealth Management LLC | 1.31% | Reduce -1.2% | 50,844 | $4.8M |
| Round Rock Advisors LLC | 0.86% | Reduce -1.2% | 49,687 | $4.7M |
| Financial Advocates Investment Management | 0.32% | Reduce -28.1% | 49,550 | $4.6M |
| Gateway Wealth Partners, LLC | 1.03% | Reduce -0.2% | 48,969 | $4.6M |
| Journey Strategic Wealth LLC | 0.16% | Reduce -0.3% | 48,828 | $4.6M |
| Milestone Investment Advisors LLC | 1.27% | Add +2.4% | 48,750 | $4.6M |
| Monterey Private Wealth, Inc. | 1.34% | Reduce -1.2% | 48,675 | $4.6M |
| Montecito Bank & Trust | 0.80% | Add +2.6% | 48,367 | $4.5M |
| Crestwood Advisors Group, LLC | 0.09% | Reduce -6.4% | 48,254 | $4.5M |
| Petix & Botte Co | 1.16% | Reduce -4.7% | 46,964 | $4.4M |
| Cozad Asset Management Inc. | 0.43% | Reduce -0.3% | 46,371 | $4.3M |
| Sugar Maple Asset Management, LLC | 3.41% | Add +2.1% | 46,206 | $4.3M |
| Fiduciary Trust Co | 0.06% | Reduce -5.2% | 46,139 | $4.3M |
| Acorn Wealth Advisors, LLC | 1.80% | Reduce -6.6% | 46,076 | $4.3M |
| Focus Financial Network, Inc. | 0.18% | Add +1.1% | 45,969 | $4.3M |
| Rik Saylor Financial, Inc. | 3.78% | Add +1.2% | 45,773 | $4.3M |
| Woodside Wealth Management LLC | 3.95% | — | 45,516 | $4.3M |
| Forefront Analytics, LLC | 4.88% | Reduce -0.1% | 45,249 | $4.2M |
| Flagship Harbor Advisors, LLC | 0.22% | Reduce -4.4% | 44,980 | $4.2M |
| Great Valley Advisor Group, Inc. | 0.09% | Reduce -3.1% | 44,458 | $4.2M |
| Legacy Private Trust Co. | 0.28% | No change | 43,908 | $4.1M |
| HHM Wealth Advisors, LLC | 0.55% | Reduce -1.6% | 43,885 | $4.1M |
| Hoese & Co LLP | 3.52% | Reduce -0.3% | 43,371 | $4.1M |
| Qube Research & Technologies Ltd | 0.01% | Reduce -80.3% | 43,281 | $4.1M |
| Advisory Services Network, LLC | 0.08% | Add +6.8% | 41,844 | $3.9M |
| IFG Advisory, LLC | 0.22% | Reduce -3.2% | 41,803 | $3.9M |
| Arkansas Financial Group, Inc. | 0.67% | Reduce -2.6% | 43,936 | $3.9M |
| Ashton Thomas Private Wealth, LLC | 0.15% | Add +0.5% | 41,272 | $3.9M |
| Bank of Montreal | 0.00% | Add +25.9% | 40,774 | $3.8M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -60.0% | 40,719 | $3.8M |
| Cardinal Strategic Wealth Guidance | 1.21% | Reduce -6.5% | 40,507 | $3.8M |
| Pathstone Holdings, LLC | 0.02% | Reduce -1.8% | 40,294 | $3.8M |
| Emerald Advisors, LLC | 0.50% | Add +6.5% | 40,119 | $3.8M |
| McMorgan & Co. LLC | 0.60% | New | 40,109 | $3.8M |
| Commerce Bank | 0.02% | Reduce -6.0% | 39,878 | $3.7M |
| Muirfield Wealth Advisors LLC | 3.17% | Reduce -1.6% | 39,821 | $3.7M |
| Daiwa Securities Group Inc. | 0.02% | Reduce -0.5% | 39,700 | $3.7M |
| Strategic Point Investment Advisors, LLC | 0.62% | Add +0.9% | 39,648 | $3.7M |
| Houlihan Financial Resource Group, Ltd. | 1.67% | Reduce -2.3% | 39,619 | $3.7M |
| Aries Wealth Management | 1.00% | Reduce -3.6% | 39,141 | $3.7M |
| Brandywine Oak Private Wealth LLC | 0.36% | Reduce -1.9% | 38,941 | $3.6M |
| Grayhawk Investment Strategies Inc. | 8.30% | Reduce -0.6% | 38,914 | $3.6M |
| Silver Oak Securities, Incorporated | 0.34% | Add +483.8% | 39,097 | $3.6M |
| Strategic Blueprint, LLC | 0.20% | Add +13.9% | 38,676 | $3.6M |
| GPS Wealth Strategies Group, LLC | 0.49% | Reduce -8.4% | 38,528 | $3.6M |
| First Citizens Bank & Trust Co. | 0.09% | Reduce -0.0% | 38,422 | $3.6M |
| Bell Investment Advisors, Inc | 0.66% | Reduce -0.1% | 38,390 | $3.6M |
| CGN Advisors LLC | 0.35% | Reduce -2.6% | 38,356 | $3.6M |
| Keystone Financial Group | 0.36% | Reduce -11.9% | 38,154 | $3.6M |
| Cora Capital Advisors LLC | 1.71% | Reduce -1.3% | 38,137 | $3.6M |
| Fidelis Capital Partners, LLC | 0.38% | Reduce -2.5% | 39,301 | $3.6M |
| Saxon Interests, Inc. | 1.65% | Add +111.6% | 37,641 | $3.5M |
| Elevation Capital Advisory, LLC | 1.54% | New | 37,628 | $3.5M |
| Hibernia Wealth Partners, LLC | 2.49% | Add +0.1% | 37,454 | $3.5M |
| Brass Tax Wealth Management, Inc. | 0.74% | Add +0.1% | 37,394 | $3.5M |
| Cyndeo Wealth Partners, LLC | 0.23% | Add +5.1% | 37,338 | $3.5M |
| Yeomans Consulting Group, Inc. | 1.35% | Add +6.3% | 37,243 | $3.5M |
| GGM Financial LLC | 2.38% | Reduce -2.3% | 37,177 | $3.5M |
| Mechanics Bank Trust Department | 0.47% | Reduce -6.2% | 37,087 | $3.5M |
| Absolute Capital Management, LLC | 2.01% | Reduce -6.2% | 37,073 | $3.5M |
| Vermillion & White Wealth Management Group, LLC | 2.51% | Add +121.9% | 37,035 | $3.5M |
| One Wealth Advisors, LLC | 0.52% | Add +13.9% | 37,003 | $3.5M |
| Delta Wealth Advisors LLC | 3.14% | Add +9.4% | 36,900 | $3.5M |
| Summit Financial, LLC | 0.10% | Add +22.3% | 36,894 | $3.5M |
| TD Waterhouse Canada Inc. | 0.03% | Reduce -3.2% | 36,834 | $3.4M |
| CX Institutional | 0.13% | Reduce -4.8% | 36,757 | $3.4M |
| Signature Estate & Investment Advisors LLC | 0.09% | Reduce -0.8% | 36,712 | $3.4M |
| Investment Partners, LTD. | 1.41% | Reduce -15.6% | 36,267 | $3.4M |
| Cynosure Group, LLC | 0.47% | Add +0.3% | 36,192 | $3.4M |
| Weaver Consulting Group | 1.02% | Reduce -0.0% | 36,006 | $3.4M |
| Farther Finance Advisors, LLC | 0.09% | Add +90.8% | 35,897 | $3.4M |
| Brown Wealth Management, LLC | 1.15% | Reduce -2.4% | 35,735 | $3.3M |
| Jane Street Group, LLC | 0.01% | Add +366.3% | 35,476 | $3.3M |
| Marino, Stram & Associates LLC | 0.73% | Reduce -1.1% | 34,963 | $3.3M |
| Arax Advisory Partners | 0.21% | Reduce -9.1% | 34,906 | $3.3M |
| Diversified Enterprises, LLC | 0.27% | Add +23.2% | 34,655 | $3.2M |
| Pallas Capital Advisors LLC | 0.13% | Reduce 0.0% | 34,557 | $3.2M |
| Defined Wealth Management, LLC | 2.15% | Reduce -2.7% | 34,169 | $3.2M |
| Mullooly Asset Management, Inc. | 1.45% | — | 34,153 | $3.2M |
| Tacita Capital Inc | 2.27% | No change | 33,698 | $3.2M |
| Guardian Wealth Advisors, LLC / NC | 0.25% | Reduce -2.6% | 33,688 | $3.2M |
| Foster Group, Inc. | 0.12% | Reduce -1.4% | 33,687 | $3.2M |
| Legacy Financial Advisors, Inc. | 0.53% | Reduce -55.3% | 33,639 | $3.2M |
| BCM Advisors, LLC | 0.71% | Reduce -7.0% | 33,849 | $3.1M |
| 10Elms LLP | 3.69% | Reduce -3.6% | 33,351 | $3.1M |
| Waverly Advisors, LLC | 0.04% | Reduce -0.2% | 32,829 | $3.1M |
| Level Four Advisory Services, LLC | 0.13% | Add +0.4% | 32,754 | $3.1M |
| Empire Life Investments Inc. | 0.20% | New | 32,400 | $3.0M |
| Nwam LLC | 0.25% | Add +2.7% | 31,545 | $3.0M |
| Sarver Vrooman Wealth Advisors | 1.95% | — | 31,367 | $2.9M |
| Flow Traders U.S. LLC | 0.12% | Reduce -57.6% | 31,352 | $2.9M |
| Johnson Financial Group, Inc. | 0.14% | Reduce -3.3% | 31,321 | $2.9M |
| Delos Wealth Advisors, LLC | 2.32% | Add +0.2% | 31,303 | $2.9M |
| Syverson Strege & Co | 0.94% | Reduce -0.5% | 31,258 | $2.9M |
| Sax Wealth Advisors, LLC | 0.21% | Reduce -3.9% | 30,944 | $2.9M |
| Capital Investment Advisory Services, LLC | 0.26% | Add +3.8% | 30,854 | $2.9M |
| Avid Wealth Partners LLC | 1.96% | New | 30,854 | $2.9M |
| First Heartland Consultants, Inc. | 0.30% | Add +1.2% | 30,665 | $2.9M |
| Lodestar Private Asset Management LLC | 0.36% | Add +0.8% | 30,641 | $2.9M |
| Bowman & Co S.C. | 1.41% | Reduce -31.4% | 30,574 | $2.9M |
| Maridea Wealth Management LLC | 0.92% | Reduce -45.7% | 30,029 | $2.8M |
| Visionary Wealth Advisors | 0.17% | Reduce -2.1% | 29,740 | $2.8M |
| Wealth Management Partners, LLC | 1.28% | Reduce -4.2% | 29,615 | $2.8M |
| ETF Store, Inc. | 3.40% | Reduce -3.3% | 29,565 | $2.8M |
| Robertson Stephens Wealth Management, LLC | 0.10% | Add +34.0% | 29,536 | $2.8M |
| Quantinno Capital Management LP | 0.02% | Add +63.2% | 29,532 | $2.8M |
| Patriot Investment Management Group, Inc. | 0.21% | Add +0.1% | 29,456 | $2.8M |
| Mascoma Wealth Management LLC | 0.69% | Reduce -7.2% | 29,400 | $2.8M |
| New England Asset Management Inc. | 0.46% | No change | 29,150 | $2.7M |
| Milestone Asset Management Group, LLC | 2.46% | Add +5.1% | 29,100 | $2.7M |
| Partners Capital Investment Group, LLP | 0.05% | New | 29,005 | $2.7M |
| Focus Partners Advisor Solutions, LLC | 0.04% | Add +288.6% | 29,002 | $2.7M |
| Pension & Wealth Management Advisors, Inc. | 0.98% | Reduce -0.9% | 28,258 | $2.6M |
| O'shaughnessy Asset Management, LLC | 0.02% | Add +54.5% | 28,248 | $2.6M |
| Cary Street Partners Financial LLC | 0.08% | Reduce -2.2% | 28,143 | $2.6M |
| Nomura Asset Management Co. Ltd. | 0.01% | No change | 27,600 | $2.6M |
| Spire Wealth Management | 0.08% | Reduce -3.8% | 26,770 | $2.5M |
| Blake Schutter Theil Wealth Advisors, LLC | 2.82% | No change | 26,482 | $2.5M |
| Kingsview Wealth Management, LLC | 0.05% | Reduce -0.5% | 26,407 | $2.5M |
| Tanglewood Legacy Advisors, LLC | 1.08% | Reduce -11.5% | 26,377 | $2.5M |
| Keebeck Wealth Management | 0.36% | Reduce -4.3% | 26,203 | $2.5M |
| Natixis Advisors, LLC | 0.00% | Reduce -32.2% | 26,119 | $2.4M |
| Marshall Wace, LLP | 0.00% | Add +766.7% | 26,000 | $2.4M |
| Summit Trail Advisors, LLC | 0.08% | No change | 25,907 | $2.4M |
| Santori & Peters, Inc. | 0.98% | Reduce -22.7% | 25,874 | $2.4M |
| Signaturefd, LLC | 0.05% | Reduce -4.2% | 25,839 | $2.4M |
| 180 Wealth Advisors, LLC | 0.38% | Reduce -4.3% | 25,665 | $2.4M |
| UMB Bank, n.a. | 0.04% | Reduce -12.4% | 25,588 | $2.4M |
| ACT Advisors, LLC. | 1.29% | Reduce -5.4% | 25,469 | $2.4M |
| Ascent Group, LLC | 0.10% | Add +53.7% | 25,336 | $2.4M |
| MGB Wealth Management, LLC | 0.86% | Reduce -0.0% | 25,295 | $2.4M |
| Summit Investment Advisory Services, LLC | 1.15% | Reduce -0.5% | 25,039 | $2.3M |
| Whittier Trust Co. | 0.03% | No change | 25,011 | $2.3M |
| Regal Investment Advisors LLC | 0.19% | Reduce -3.1% | 24,848 | $2.3M |
| Strategic Family Wealth Counselors, L.L.C. | 0.75% | Add +2.6% | 24,633 | $2.3M |
| Detalus Advisors, LLC | 0.72% | Add +14.9% | 24,540 | $2.3M |
| B. Riley Wealth Advisors, Inc. | 0.07% | Add +9.1% | 24,193 | $2.3M |
| Ballew Advisors, Inc | 1.50% | Reduce -0.1% | 24,891 | $2.2M |
| Shepherd Financial Partners LLC | 0.26% | Add +4.9% | 23,881 | $2.2M |
| Diversified Trust Co. | 0.06% | No change | 23,785 | $2.2M |
| Capital Analysts, LLC | 0.08% | Add +4.3% | 23,770 | $2.2M |
| Hicks Capital Management LLC | 2.94% | — | 23,718 | $2.2M |
| DecisionMap Wealth Management, LLC | 1.69% | Add +8.2% | 23,718 | $2.2M |
| Fiduciary Financial Group, LLC | 0.48% | No change | 24,970 | $2.2M |
| National Bank of Canada | 0.00% | Reduce -9.9% | 23,613 | $2.2M |
| TPG Advisors LLC | 1.74% | Add +0.8% | 23,517 | $2.2M |
| Hilltop Partners LLC | 0.74% | Reduce -0.6% | 23,303 | $2.2M |
| Integrity Alliance, Llc. | 0.09% | Add +326.2% | 23,286 | $2.2M |
| John W. Brooker & Co., CPAs | 0.88% | Reduce -27.2% | 22,704 | $2.1M |
| Wealthcare Advisory Partners LLC | 0.06% | Add +11.5% | 22,583 | $2.1M |
| Caprock Group, LLC | 0.06% | Add +6.3% | 22,487 | $2.1M |
| Roof Eidam Maycock Peralta, LLC | 0.56% | Reduce -11.6% | 22,460 | $2.1M |
| Friedenthal Financial | 1.23% | Reduce -9.2% | 21,968 | $2.1M |
| Centurion Wealth Management LLC | 0.64% | No change | 23,078 | $2.0M |
| Vanguard Group Inc. | 0.00% | Add +0.1% | 21,819 | $2.0M |
| Forum Private Client Group LLC | 0.89% | Reduce -3.9% | 21,776 | $2.0M |
| Tritonpoint Wealth, LLC | 0.19% | Reduce -5.6% | 21,763 | $2.0M |
| Strategic Investment Advisors / MI | 0.22% | Add +13.7% | 21,670 | $2.0M |
| Ellis Investment Partners, LLC | 0.42% | Reduce -22.8% | 21,581 | $2.0M |
| Composition Wealth, LLC | 0.04% | Reduce -2.5% | 21,436 | $2.0M |
| Jump Financial, LLC | 0.03% | New | 21,271 | $2.0M |
| Harbour Investments, Inc. | 0.06% | Reduce -5.2% | 21,251 | $2.0M |
| Bernardo Wealth Planning LLC | 0.47% | Reduce -0.3% | 21,099 | $2.0M |
| PFG Investments, LLC | 0.13% | Reduce -4.6% | 21,077 | $2.0M |
| Arcus Capital Partners, LLC | 0.79% | Reduce -11.3% | 21,012 | $2.0M |
| Fort Point Capital Partners LLC | 0.22% | Add +0.1% | 20,954 | $2.0M |
| Mosaic Family Wealth Partners, LLC | 0.28% | Add +0.0% | 20,897 | $2.0M |
| IRON Financial LLC | 1.09% | Reduce -0.3% | 20,844 | $2.0M |
| PCA Investment Advisory Services Inc. | 1.03% | Reduce -2.0% | 20,785 | $1.9M |
| Icon Wealth Advisors, LLC | 0.16% | Add +171.1% | 20,574 | $1.9M |
| Smith, Moore & Co. | 0.18% | Reduce -9.2% | 20,550 | $1.9M |
| Baring Financial LLC | 1.61% | Reduce -9.1% | 20,515 | $1.9M |
| Forvis Mazars Wealth Advisors, LLC | 0.05% | Reduce -0.8% | 20,466 | $1.9M |
| Astoria Portfolio Advisors LLC. | 0.65% | Add +462.8% | 21,047 | $1.9M |
| Stephens Inc. | 0.03% | Add +0.1% | 20,280 | $1.9M |
| Private Trust Co. NA | 0.20% | Add +12.2% | 20,261 | $1.9M |
| Granite FO LLC | 1.08% | Reduce -7.0% | 20,210 | $1.9M |
| Guidance Point Advisors, LLC | 0.56% | Add +84.8% | 20,198 | $1.9M |
| Almanack Investment Partners, LLC. | 0.37% | No change | 20,195 | $1.9M |
| Trustmark Bank Trust Department | 0.14% | Add +2.4% | 20,107 | $1.9M |
| Scotia Capital Inc. | 0.01% | Add +6.1% | 20,092 | $1.9M |
| Fortis Group Advisors, LLC | 0.37% | Reduce -0.6% | 20,083 | $1.9M |
| Avior Wealth Management, LLC | 0.07% | Reduce -3.0% | 20,025 | $1.9M |
| Townsend Asset Management Corp. /NC/ | 0.72% | Reduce -2.5% | 20,012 | $1.9M |
| HB Wealth Management, LLC | 0.02% | Reduce -3.7% | 19,940 | $1.9M |
| Ascent Wealth Partners, LLC | 0.25% | Reduce -3.1% | 19,667 | $1.8M |
| 5T Wealth, LLC | 1.05% | Reduce -18.5% | 19,626 | $1.8M |
| CoreCap Advisors, LLC | 0.08% | Reduce -3.8% | 19,405 | $1.8M |
| Manchester Capital Management LLC | 0.22% | No change | 19,400 | $1.8M |
| NewEdge Wealth, LLC | 0.03% | Add +15.8% | 19,399 | $1.8M |
| Symphony Financial Services, Inc. | 1.19% | Reduce -4.1% | 19,397 | $1.8M |
| Black Diamond Financial, LLC | 0.27% | Reduce -4.7% | 19,382 | $1.8M |
| GFG Capital, LLC | 0.56% | Reduce -18.0% | 19,347 | $1.8M |
| Wetzel Investment Advisors, Inc. | 0.91% | Reduce -1.6% | 19,278 | $1.8M |
| Safeguard Investment Advisory Group, LLC | 0.49% | Add +1.1% | 19,230 | $1.8M |
| Retirement Planning Group, LLC | 0.08% | Reduce -1.9% | 19,203 | $1.8M |
| Welch & Forbes LLC | 0.02% | No change | 19,116 | $1.8M |
| Golden State Wealth Management, LLC | 0.26% | Add +9.9% | 18,928 | $1.8M |
| BCGM Wealth Management, LLC | 0.54% | Reduce -1.4% | 18,767 | $1.8M |
| Strategy Asset Managers LLC | 0.36% | Add +4.2% | 18,688 | $1.8M |
| Shufro Rose & Co. LLC | 0.14% | Reduce -4.1% | 18,584 | $1.7M |
| Sapient Capital LLC | 0.03% | Reduce -16.3% | 18,422 | $1.7M |
| PFG Advisors | 0.09% | Reduce -22.9% | 18,130 | $1.7M |
| Simplicity Wealth,LLC | 0.13% | Add +115.6% | 18,065 | $1.7M |
| Elevate Wealth Advisory, Inc. | 1.20% | Add +5.8% | 18,058 | $1.7M |
| Sage Mountain Advisors LLC | 0.12% | No change | 18,047 | $1.7M |
| Ergawealth Advisors, Inc. | 0.84% | Reduce -2.6% | 18,025 | $1.7M |
| Atlas Private Wealth Advisors | 0.23% | Reduce -2.9% | 17,808 | $1.7M |
| CFS Investment Advisory Services, LLC | 0.15% | Reduce -12.4% | 17,784 | $1.7M |
| Advisor Resource Council | 0.13% | Reduce -25.3% | 18,988 | $1.7M |
| Advisory Alpha, LLC | 0.06% | Add +28.1% | 17,667 | $1.7M |
| Capital Market Strategies LLC | 1.11% | Reduce -0.5% | 17,667 | $1.7M |
| Family Manage LLC | 0.27% | Reduce -0.5% | 17,646 | $1.7M |
| Sachetta, LLC | 0.67% | Add +0.2% | 17,514 | $1.6M |
| Intellectus Partners, LLC | 0.40% | Add +0.2% | 17,437 | $1.6M |
| Gries Financial LLC | 0.32% | Add +14.2% | 17,403 | $1.6M |
| NWF Advisory Services Inc. | 0.23% | Add +76.0% | 17,242 | $1.6M |
| Kaydan Wealth Management, Inc. | 0.51% | Reduce -2.5% | 17,118 | $1.6M |
| Aspire Growth Partners LLC | 1.41% | Reduce -3.4% | 17,162 | $1.6M |
| Marcum Wealth, LLC | 0.14% | Reduce -1.5% | 16,968 | $1.6M |
| Brown Advisory Inc. | 0.00% | Add +8.9% | 16,950 | $1.6M |
| Integrated Advisors Network LLC | 0.08% | Add +1.3% | 16,774 | $1.6M |
| Comprehensive Financial Consultants Institutional, Inc. | 0.56% | Add +1.1% | 16,726 | $1.6M |
| Dohj, LLC | 0.36% | Reduce -1.7% | 16,668 | $1.6M |
| Ascentis Independent Advisors | 0.31% | Add +2.2% | 16,626 | $1.6M |
| Cypress Wealth Services, LLC | 0.32% | Reduce -9.2% | 16,624 | $1.6M |
| Creekside Partners | 0.81% | Reduce -2.6% | 16,621 | $1.6M |
| Roman Butler Fullerton & Co. | 0.60% | Add +0.3% | 17,043 | $1.5M |
| Wescott Financial Advisory Group, LLC | 0.16% | Reduce -10.4% | 16,497 | $1.5M |
| Sweeney & Michel, LLC | 0.68% | — | 18,082 | $1.5M |
| Maven Securities LTD | 0.34% | New | 16,410 | $1.5M |
| Northern Trust Corp. | 0.00% | Reduce -27.4% | 16,391 | $1.5M |
| Brueske Advisory Services, LLC | 1.44% | No change | 16,281 | $1.5M |
| Thoroughbred Financial Services, LLC | 0.10% | Reduce -1.1% | 16,273 | $1.5M |
| Centric Wealth Management | 0.40% | Add +0.2% | 16,152 | $1.5M |
| CCG Wealth Management, LLC | 0.90% | Reduce -0.6% | 16,047 | $1.5M |
| BXM Wealth LLC | 1.80% | New | 16,024 | $1.5M |
| Compound Planning, Inc. | 0.07% | Reduce -13.8% | 15,992 | $1.5M |
| NorthRock Partners, LLC | 0.05% | Reduce -0.3% | 15,968 | $1.5M |
| Compass Capital Corp. /Ma/ | 0.78% | Reduce -47.3% | 17,047 | $1.5M |
| KM Capital Management Ltd. | 0.80% | New | 15,774 | $1.5M |
| Tranquilli Financial Advisor LLC | 0.93% | Add +25.9% | 15,635 | $1.5M |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -19.3% | 17,127 | $1.5M |
| Verdence Capital Advisors LLC | 0.11% | Add +2.9% | 15,458 | $1.4M |
| Lanark Financial, Inc. | 0.12% | — | 15,358 | $1.4M |
| Southland Equity Partners LLC | 0.33% | Reduce -2.0% | 15,325 | $1.4M |
| International Assets Investment Management, LLC | 0.12% | Reduce -9.1% | 15,022 | $1.4M |
| Kestra Private Wealth Services, LLC | 0.02% | Reduce -0.5% | 15,010 | $1.4M |
| Cardiff Park Advisors, LLC | 0.13% | Add +0.0% | 14,885 | $1.4M |
| Keystone Wealth Services, LLC | 0.37% | Reduce -2.3% | 14,747 | $1.4M |
| Jaffetilchin Investment Partners, LLC | 0.10% | Add +34.8% | 14,685 | $1.4M |
| Novus Advisors, LLC | 1.38% | Reduce -0.1% | 14,626 | $1.4M |
| McDonald Partners LLC | 0.36% | No change | 14,625 | $1.4M |
| Claro Advisors Inc. | 0.18% | Add +12.8% | 14,528 | $1.4M |
| Physician Wealth Advisors, Inc. | 0.23% | Reduce -1.7% | 14,494 | $1.4M |
| Concentrum Wealth Management | 0.50% | Add +9.6% | 14,430 | $1.4M |
| Jacobi Capital Management LLC | 0.10% | Add +0.2% | 14,372 | $1.3M |
| New Insight Wealth Advisors | 0.61% | Reduce -1.4% | 14,320 | $1.3M |
| Ridgewood Investments LLC | 0.63% | Add +0.0% | 14,319 | $1.3M |
| Nova R Wealth, Inc. | 0.66% | Add +0.2% | 14,292 | $1.3M |
| Goldstone Financial Group, LLC | 0.20% | Reduce -2.0% | 14,285 | $1.3M |
| Provident Wealth Management, LLC | 0.46% | Reduce -1.9% | 14,232 | $1.3M |
| Ewa, LLC | 0.49% | Reduce -9.6% | 14,191 | $1.3M |
| Tranquility Partners, LLC | 0.51% | Add +4.4% | 14,128 | $1.3M |
| Renaissance Technologies | 0.00% | New | 14,100 | $1.3M |
| Perennial Investment Advisors, LLC | 0.15% | Add +2.8% | 13,954 | $1.3M |
| Signal Advisors Wealth, LLC | 0.13% | Add +15.6% | 13,912 | $1.3M |
| Vestmark Advisory Solutions, Inc. | 0.03% | New | 13,832 | $1.3M |
| Cherry Tree Wealth Management, LLC | 0.31% | Reduce -4.4% | 13,816 | $1.3M |
| Bessemer Group Inc. | 0.00% | Reduce -1.0% | 13,701 | $1.3M |
| ShoreHaven Wealth Partners, LLC | 0.60% | Add +309.5% | 13,467 | $1.3M |
| Brighton Jones LLC | 0.04% | Add +18.5% | 13,374 | $1.3M |
| Dorsey & Whitney Trust CO LLC | 0.07% | No change | 13,315 | $1.2M |
| Atlas Legacy Advisors, LLC | 0.32% | Add +5.7% | 13,391 | $1.2M |
| Yarger Wealth Strategies, LLC | 0.72% | Add +0.3% | 13,156 | $1.2M |
| Maia Wealth LLC | 0.28% | Reduce -12.3% | 13,512 | $1.2M |
| Blueprint Investment Partners LLC | 0.22% | New | 13,009 | $1.2M |
| Ausdal Financial Partners, Inc. | 0.09% | Add +159.5% | 12,882 | $1.2M |
| JMG Financial Group, Ltd. | 0.04% | Reduce -6.3% | 12,847 | $1.2M |
| Park Place Capital Corp | 0.33% | Reduce -28.0% | 12,805 | $1.2M |
| Center For Asset Management LLC | 0.73% | Reduce -26.0% | 12,790 | $1.2M |
| Destiny Wealth Partners, LLC | 0.19% | Add +12.7% | 12,675 | $1.2M |
| Kathmere Capital Management, LLC | 0.10% | Add +2.4% | 12,643 | $1.2M |
| Mattern Wealth Management LLC | 0.26% | Reduce -6.5% | 12,635 | $1.2M |
| Bravias Capital Group, LLC | 0.96% | Reduce -5.1% | 12,612 | $1.2M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.18% | Reduce -4.3% | 12,700 | $1.2M |
| Summit X, LLC | 0.24% | Add +3.6% | 12,825 | $1.2M |
| Peddock Capital Advisors, LLC | 0.29% | Reduce -2.3% | 12,388 | $1.2M |
| Wealth Management Associates, Inc. | 0.50% | Reduce -0.7% | 12,383 | $1.2M |
| WT Wealth Management | 0.38% | Reduce -52.0% | 12,343 | $1.2M |
| Inscription Capital, LLC | 0.19% | — | 13,776 | $1.2M |
| CFO4Life Group, LLC | 0.19% | Reduce -2.6% | 12,202 | $1.1M |
| Cascades Capital Asset Management, LLC | 0.63% | Add +158.5% | 12,151 | $1.1M |
| VERITY Wealth Advisors | 0.83% | Reduce -37.6% | 12,011 | $1.1M |
| First Financial Bank - Trust Division | 0.11% | Reduce -3.4% | 11,843 | $1.1M |
| Moors & Cabot, Inc. | 0.06% | Add +13.6% | 11,819 | $1.1M |
| West Wealth Group, LLC | 0.33% | New | 11,781 | $1.1M |
| Financial Life Advisors | 0.41% | Reduce -21.9% | 11,761 | $1.1M |
| Tiaa Trust, National Association | 0.00% | Add +0.0% | 11,708 | $1.1M |
| PMG Wealth Management, Inc. | 1.15% | No change | 11,602 | $1.1M |
| Great Diamond Partners, LLC | 0.30% | Reduce -0.2% | 11,593 | $1.1M |
| Chicago Partners Investment Group LLC | 0.04% | New | 11,686 | $1.1M |
| PKS Advisory Services, LLC | 0.29% | Add +1.6% | 11,452 | $1.1M |
| Renasant Bank | 0.71% | Reduce -29.2% | 11,404 | $1.1M |
| TTP Investments, Inc. | 0.45% | No change | 11,344 | $1.1M |
| Centaurus Financial, Inc. | 0.06% | Add +26.8% | 11,322 | $1.1M |
| Opes Wealth Management LLC | 0.21% | Add +8.7% | 11,249 | $1.1M |
| Benjamin Edwards Inc. | 0.01% | Add +11.4% | 11,248 | $1.1M |
| Armstrong Advisory Group, Inc. | 0.08% | No change | 11,807 | $1.0M |
| K2 Financial Inc. | 1.02% | Add +2.4% | 11,827 | $1.0M |
| Moneta Group Investment Advisors LLC | 0.01% | Add +0.8% | 11,048 | $1.0M |
| Goldstein Advisors, LLC | 0.15% | Reduce -0.3% | 11,028 | $1.0M |
| LongView Wealth Management | 0.31% | Reduce -1.7% | 11,014 | $1.0M |
| Victory Financial Group, LLC | 0.20% | Add +77.4% | 10,555 | $1.0M |
| Stephen J. Garry & Associates, LLC | 0.95% | No change | 10,840 | $1.0M |
| Avaii Wealth Management, LLC | 0.54% | Reduce -5.8% | 10,829 | $1.0M |
| Retireful, LLC | 0.96% | Reduce -39.1% | 10,930 | $1.0M |
| Graves Light Lenhart Wealth, Inc. | 0.12% | Reduce -0.8% | 10,817 | $1.0M |
| Smartleaf Asset Management LLC | 0.10% | Add +3.4% | 10,912 | $1.0M |
| Deltec Asset Management LLC | 0.22% | New | 10,750 | $1.0M |
| Eq LLC | 0.47% | Reduce -11.3% | 10,713 | $1.0M |
| Creekmur Asset Management LLC | 0.21% | Reduce -1.9% | 10,511 | $984K |
| Sound View Wealth Advisors Group, LLC | 0.08% | Reduce -13.6% | 10,500 | $983K |
| Apeiron RIA LLC | 0.30% | Add +7.6% | 10,496 | $983K |
| C2C Wealth Management, LLC | 0.92% | Reduce -4.6% | 10,465 | $980K |
| Transcend Capital Advisors, LLC | 0.07% | Add +11.4% | 10,459 | $980K |
| Trust Point Inc. | 0.09% | No change | 10,399 | $974K |
| Certus Wealth Management, LLC | 0.66% | Reduce -0.6% | 10,476 | $973K |
| Three Magnolias Financial Advisors, LLC | 0.82% | Reduce -22.6% | 10,375 | $972K |
| FRG Family Wealth Advisors LLC | 0.19% | Reduce -17.5% | 10,355 | $970K |
| Strait & Sound Wealth Management LLC | 0.45% | Add +74.0% | 10,320 | $967K |
| Independence Asset Advisors, LLC | 3.12% | New | 10,287 | $964K |
| Pinnacle Family Advisors, LLC | 0.52% | Reduce -2.9% | 10,257 | $961K |
| Lincoln Capital LLC | 0.20% | No change | 10,651 | $959K |
| O'Brien Wealth Partners LLC | 0.18% | No change | 10,190 | $954K |
| Accredited Investor Services, LLC | 0.79% | New | 10,126 | $948K |
| WBH Advisory Inc. | 0.09% | Reduce -5.8% | 10,076 | $944K |
| Oxinas Partners, LLC | 0.56% | Reduce -5.0% | 10,075 | $944K |
| Tolleson Wealth Management, Inc. | 0.18% | Reduce -23.9% | 10,025 | $939K |
| J. Goldman & Co LP | 0.03% | New | 10,000 | $937K |
| StoneX Group Inc. | 0.05% | Add +8.5% | 9,989 | $936K |
| EdgeRock Capital LLC | 0.67% | Reduce -86.2% | 9,986 | $935K |
| Beacon Financial Advisory LLC | 0.28% | Reduce -13.8% | 9,918 | $929K |
| High Falls Advisors, Inc | 0.22% | Add +34.8% | 9,891 | $926K |
| Alterna Wealth Management, Inc. | 0.70% | Add +15.2% | 9,862 | $924K |
| Archford Capital Strategies, LLC | 0.13% | Reduce -64.5% | 9,793 | $917K |
| KOM Wealth Management Group, LLC | 0.79% | Add +0.3% | 9,706 | $909K |
| Snider Financial Group | 0.30% | Reduce -2.9% | 9,705 | $909K |
| Northwest Financial Advisors | 0.75% | Reduce -1.7% | 9,681 | $907K |
| Meitav Investment House Ltd. | 0.02% | No change | 9,652 | $904K |
| Security Financial Services, INC. | 0.18% | Reduce -43.9% | 9,599 | $899K |
| Uptick Partners, LLC | 0.30% | No change | 9,557 | $895K |
| CW Advisors, LLC | 0.01% | Add +60.6% | 9,523 | $892K |
| Smart Money Group LLC | 0.30% | Reduce -88.9% | 9,431 | $883K |
| ProVise Management Group, LLC | 0.07% | Reduce -2.5% | 9,383 | $879K |
| Client 1ST Advisory Group, LLC | 0.34% | Reduce -3.5% | 9,359 | $877K |
| Vestcor Inc | 0.03% | Reduce -47.0% | 9,331 | $874K |
| Enclave Advisors LLC | 0.15% | Reduce -5.4% | 9,301 | $871K |
| Schrum Private Wealth Management LLC | 0.76% | Reduce -18.5% | 9,274 | $869K |
| Soltis Investment Advisors LLC | 0.08% | Reduce -0.5% | 9,187 | $860K |
| Everhart Financial Group, Inc. | 0.12% | Reduce -2.1% | 9,180 | $860K |
| Investment Partners Asset Management, Inc. | 0.67% | Reduce -2.0% | 9,125 | $855K |
| Genesis Private Wealth, LLC | 0.45% | Add +3.4% | 9,123 | $854K |
| Little House Capital LLC | 0.23% | New | 9,118 | $854K |
| Susquehanna International Group, LLP | 0.00% | Reduce -82.5% | 9,118 | $854K |
| Prasad Wealth Partners, LLC | 0.28% | Reduce -2.7% | 9,112 | $853K |
| Wealthspire Advisors, LLC | 0.01% | Add +28.4% | 9,100 | $852K |
| Financial Sense Advisors, Inc. | 0.24% | Add +1.2% | 9,080 | $850K |
| ONE Advisory Partners, LLC | 0.36% | Add +14.0% | 8,948 | $838K |
| Elevation Point Wealth Partners, LLC | 0.07% | Reduce -13.5% | 8,945 | $838K |
| Old North State Trust, LLC | 0.53% | No change | 9,405 | $835K |
| Sensible Money, LLC | 0.35% | Add +1.3% | 8,839 | $828K |
| Midwest Financial Group LLC | 0.48% | Reduce -2.4% | 8,831 | $827K |
| HRT Financial LP | 0.01% | Reduce -94.0% | 8,752 | $819K |
| First Citizens Financial Corp | 0.46% | Reduce -6.3% | 8,725 | $817K |
| First Business Financial Services, Inc. | 0.08% | No change | 8,694 | $814K |
| BostonPremier Wealth LLC | 0.50% | Reduce -4.0% | 8,683 | $813K |
| Dravo Bay LLC | 0.43% | Reduce -8.5% | 8,656 | $811K |
| PTM Wealth Management, LLC | 0.85% | — | 9,474 | $809K |
| LPF Advisors LLC | 0.66% | Reduce -0.1% | 8,633 | $809K |
| CLG LLC | 0.28% | Reduce -4.9% | 8,629 | $808K |
| Fiduciary Group, LLC | 0.08% | No change | 8,579 | $804K |
| Maripau Wealth Management LLC | 0.46% | Add +31.5% | 8,547 | $800K |
| Trust Co of the South | 0.17% | New | 8,533 | $799K |
| Exencial Wealth Advisors, LLC | 0.03% | Add +3.4% | 8,530 | $799K |
| Cibc World Market Inc. | 0.00% | Add +3.2% | 8,500 | $796K |
| Brown Brothers Harriman & Co. | 0.01% | Add +4.3% | 8,497 | $796K |
| Keystone Financial Group, Inc. | 0.56% | Reduce -7.5% | 8,617 | $796K |
| Asset Dedication, LLC | 0.06% | Add +1.3% | 8,489 | $795K |
| Bryant Woods Investment Advisors, LLC | 0.38% | Reduce -2.5% | 8,444 | $791K |
| Crossmark Global Holdings, Inc. | 0.01% | New | 8,405 | $787K |
| Sterling Group Wealth Management, LLC | 0.42% | No change | 8,385 | $785K |
| GW Henssler & Associates Ltd. | 0.04% | Reduce -13.3% | 8,378 | $785K |
| Tradewinds, LLC. | 0.22% | No change | 8,375 | $784K |
| Garde Capital, Inc. | 0.04% | No change | 8,350 | $782K |
| NorthCrest Asset Manangement, LLC | 0.02% | New | 8,260 | $774K |
| MBE Wealth Management, LLC | 0.37% | Add +0.0% | 8,180 | $766K |
| Joel Adams & Associates, Inc. | 0.69% | Reduce -15.7% | 8,154 | $764K |
| Brookwood Investment Group LLC | 0.13% | — | 8,132 | $762K |
| West Michigan Advisors, LLC | 0.25% | Reduce -1.5% | 8,125 | $761K |
| Good Life Advisors, LLC | 0.05% | Reduce -74.5% | 8,118 | $760K |
| E&G Advisors, LLC | 0.21% | No change | 8,114 | $760K |
| Wagner Wealth Management, LLC | 0.19% | Add +0.1% | 8,105 | $759K |
| W Advisors, LLC | 0.47% | Add +0.6% | 8,082 | $757K |
| Kovack Advisors, Inc. | 0.08% | Add +9.9% | 8,042 | $753K |
| AIMZ Investment Advisors, LLC | 0.26% | No change | 8,024 | $752K |
| Integrated Capital Management, LLC | 0.41% | Reduce -0.9% | 7,980 | $747K |
| CENTRAL TRUST Co | 0.02% | Add +5.3% | 7,911 | $741K |
| Nottingham Advisors, Inc. | 0.11% | Reduce -57.5% | 7,892 | $739K |
| Stonebrook Private Inc. | 0.19% | Add +121.9% | 7,884 | $738K |
| StrongBox Wealth, LLC | 0.31% | Reduce -2.0% | 7,875 | $738K |
| Pinnacle Wealth Planning Services, Inc. | 0.11% | Add +5.0% | 7,868 | $737K |
| Cassaday & Co Wealth Management LLC | 0.02% | No change | 7,866 | $737K |
| Leavell Investment Management, Inc. | 0.04% | Add +66.8% | 7,856 | $736K |
| Mission Wealth Management, LP | 0.02% | Add +4.4% | 7,855 | $736K |
| Illumine Investment Management, LLC | 0.60% | No change | 7,822 | $733K |
| Fermata Advisors, LLC | 0.13% | Add +14.8% | 7,804 | $731K |
| LS Investment Advisors, LLC | 0.11% | Reduce -11.1% | 7,804 | $731K |
| Salem Investment Counselors Inc. | 0.03% | Add +8.3% | 7,799 | $730K |
| Consolidated Portfolio Review Corp | 0.12% | Add +7.5% | 7,722 | $723K |
| Cidel Asset Management Inc. | 0.05% | No change | 7,710 | $722K |
| JFS Wealth Advisors, LLC | 0.05% | Add +97.5% | 7,687 | $720K |
| Patton Albertson Miller Group, LLC | 0.11% | Reduce -7.6% | 7,633 | $715K |
| Greater Midwest Financial Group, LLC | 0.50% | Add +0.4% | 7,623 | $714K |
| FF Advisors,LLC | 0.41% | Reduce -12.2% | 7,678 | $713K |
| Twelve Points Wealth Management LLC | 0.19% | No change | 7,540 | $706K |
| PDS Planning, Inc | 0.06% | Add +0.2% | 7,540 | $706K |
| Veery Capital, LLC | 0.27% | Reduce -0.0% | 7,537 | $706K |
| Yukon Wealth Management, Inc. | 0.29% | — | 7,536 | $706K |
| Valley Forge Investment Consultants Inc. Adv | 0.25% | Add +0.3% | 7,510 | $703K |
| Alta Wealth Advisors LLC | 0.32% | Add +1.8% | 7,499 | $702K |
| Sovereign Financial Group, Inc. | 0.16% | Reduce -2.2% | 7,484 | $701K |
| Avidian Wealth Enterprises, LLC | 0.03% | Add +0.7% | 7,386 | $692K |
| Vista Capital Partners, Inc. | 0.08% | No change | 7,377 | $691K |
| Potentia Wealth | 0.32% | Reduce -42.3% | 7,330 | $687K |
| Higgins & Schmidt Wealth Strategies LLC | 0.40% | No change | 7,320 | $686K |
| Austin Private Wealth, LLC | 0.06% | Reduce -15.9% | 7,301 | $684K |
| Freestone Capital Holdings, LLC | 0.03% | Reduce -0.5% | 7,297 | $683K |
| 4J Wealth Management LLC | 0.54% | No change | 7,267 | $681K |
| Financial Counselors Inc. | 0.01% | Add +6.8% | 7,238 | $678K |
| Capital Insight Partners, LLC | 0.12% | Add +174.7% | 7,225 | $677K |
| Ewing Morris & Co. Investment Partners Ltd. | 0.21% | No change | 5,000 | $674K |
| Gen-Wealth Partners Inc | 0.28% | Add +91.7% | 7,195 | $674K |
| Cornell Pochily Investment Advisors, Inc. | 0.24% | Reduce -2.9% | 7,167 | $671K |
| Bouchey Financial Group, Ltd. | 0.06% | No change | 7,157 | $670K |
| Stonehearth Capital Management, LLC | 0.28% | Reduce -17.6% | 7,141 | $669K |
| Calton & Associates, Inc. | 0.15% | Add +69.8% | 7,111 | $666K |
| Wedbush Securities Inc. | 0.02% | Add +15.9% | 7,098 | $665K |
| Altus Wealth Group LLC | 0.31% | Reduce -85.4% | 7,072 | $662K |
| Ariadne Wealth Management, LP | 0.34% | No change | 7,097 | $654K |
| waypoint wealth counsel | 0.41% | Add +0.3% | 6,972 | $653K |
| GatePass Capital, LLC | 0.49% | No change | 6,950 | $651K |
| Clear Point Advisors Inc. | 0.58% | Add +0.2% | 6,922 | $648K |
| Headinvest, LLC | 0.13% | No change | 6,904 | $647K |
| Fifth Third Bancorp | 0.00% | Reduce -20.1% | 6,895 | $646K |
| Traphagen Investment Advisors LLC | 0.07% | Reduce -7.3% | 6,891 | $645K |
| Vertex Planning Partners, LLC | 0.14% | Reduce -4.1% | 6,847 | $641K |
| Balance Wealth Partners LLC | 0.41% | — | 6,815 | $638K |
| Wealthspire Retirement, LLC | 0.05% | Add +142.1% | 6,815 | $638K |
| Mainstream Capital Management LLC | 0.50% | Add +8.2% | 6,803 | $637K |
| Professional Financial Advisors, LLC | 0.16% | Add +22.4% | 6,803 | $637K |
| Sovran Advisors, LLC | 0.08% | Reduce -6.7% | 7,056 | $635K |
| Post Resch Tallon Group Inc. | 0.65% | Reduce -3.0% | 6,788 | $632K |
| Wealthfront Advisers LLC | 0.00% | Add +10.5% | 6,703 | $628K |
| Castle Rock Wealth Management, LLC | 0.17% | Reduce -3.9% | 6,705 | $626K |
| J. W. Coons Advisors, LLC | 0.17% | Add +0.1% | 6,685 | $626K |
| Trek Financial, LLC | 0.04% | New | 6,646 | $622K |
| Guidance Capital, Inc. | 0.19% | Reduce -2.5% | 6,695 | $621K |
| Syntax Research, Inc. | 0.43% | Add +442.4% | 6,612 | $619K |
| Waddell & Associates, LLC | 0.08% | Reduce -2.8% | 6,612 | $619K |
| JT Stratford LLC | 0.11% | No change | 6,452 | $604K |
| Radnor Capital Management, LLC | 0.10% | No change | 6,434 | $603K |
| Savvy Advisors, Inc. | 0.06% | Reduce -11.7% | 6,428 | $602K |
| Fifth Third Securities, Inc. | 0.05% | Reduce -5.7% | 6,401 | $600K |
| Exchange Bank | 0.48% | Reduce -3.0% | 6,400 | $599K |
| Diversify Wealth Management, LLC | 0.04% | Add +61.4% | 6,494 | $597K |
| Eldridge Investment Advisors, Inc. | 0.14% | Reduce -5.5% | 6,336 | $593K |
| Puff Wealth Management, LLC | 1.05% | New | 6,335 | $593K |
| Belpointe Asset Management LLC | 0.03% | Reduce -0.7% | 6,306 | $591K |
| Flagstar Securities, Inc. | 0.15% | Add +2.1% | 6,289 | $589K |
| Stonebridge Financial Planning Group, LLC | 0.27% | Add +0.0% | 6,252 | $586K |
| Oppenheimer & Co. Inc. | 0.01% | Reduce -13.4% | 6,248 | $585K |
| Sunbelt Securities, Inc. | 0.05% | Reduce -0.8% | 6,241 | $585K |
| Brown Financial Advisory | 0.37% | New | 6,235 | $584K |
| Ridgecrest Wealth Partners, LLC | 0.30% | No change | 6,187 | $579K |
| Associated Banc-Corp | 0.02% | No change | 6,175 | $578K |
| Parthenon LLC | 0.07% | Add +5.1% | 6,174 | $578K |
| Citadel Advisors | 0.00% | Reduce -89.7% | 6,163 | $577K |
| Horan Securities, Inc. | 0.22% | Add +106.0% | 6,139 | $575K |
| PFG Private Wealth Management, LLC | 0.31% | No change | 6,135 | $575K |
| Meridian Wealth Management, LLC | 0.03% | Reduce -2.2% | 6,115 | $573K |
| Pineridge Advisors LLC | 0.22% | Add +13.1% | 6,096 | $571K |
| Patten Group, Inc. | 0.13% | Reduce -7.4% | 6,093 | $571K |
| Arkfeld Wealth Strategies, L.L.C. | 0.25% | Add +29.9% | 6,319 | $568K |
| LifeSteps Financial, Inc. | 0.46% | Reduce -0.1% | 6,035 | $565K |
| BCS Wealth Management | 0.15% | Reduce -15.2% | 6,027 | $565K |
| Ridgeline Wealth, LLC | 0.48% | Reduce -2.5% | 6,027 | $564K |
| United Bank | 0.07% | New | 6,000 | $562K |
| Fifth Third Wealth Advisors LLC | 0.03% | Add +3.8% | 6,000 | $562K |
| Hilltop Holdings Inc. | 0.04% | Add +1.0% | 5,994 | $561K |
| CVA Family Office, LLC | 0.09% | No change | 5,982 | $560K |
| Collective Family Office LLC | 0.15% | No change | 5,967 | $559K |
| Glenview Trust Co | 0.01% | Add +11.9% | 5,965 | $559K |
| Agate Pass Investment Management, LLC | 0.24% | No change | 5,964 | $559K |
| AdvisorNet Financial, Inc | 0.04% | Reduce -0.2% | 5,935 | $556K |
| Wilmington Savings Fund Society, FSB | 0.01% | Reduce -18.1% | 5,888 | $552K |
| Gibson Capital, LLC | 0.12% | Reduce -3.3% | 5,879 | $551K |
| MTM Financial Group, LLC | 0.32% | Add +17.7% | 5,865 | $549K |
| GEM Asset Management, LLC | 0.31% | No change | 5,866 | $549K |
| Moment Partners, LLC | 0.11% | Reduce -3.7% | 5,855 | $548K |
| Sfmg, LLC | 0.04% | No change | 5,838 | $547K |
| Transce3nd, LLC | 0.24% | Add +1.5% | 5,818 | $545K |
| Arete Wealth Advisors, LLC | 0.04% | Reduce -6.1% | 5,745 | $538K |
| Gallacher Capital Management LLC | 0.26% | No change | 5,700 | $534K |
| Wealthgarden F.S. LLC | 0.51% | Reduce -8.3% | 5,699 | $534K |
| Kingsman Wealth Management, Inc. | 0.39% | — | 5,692 | $533K |
| New Hampshire Trust | 0.12% | No change | 5,645 | $529K |
| First Trust Advisors LP | 0.00% | Reduce -3.0% | 5,644 | $529K |
| Financial Management Network Inc. | 0.12% | Add +2.2% | 6,131 | $529K |
| New Republic Capital, LLC | 0.23% | Reduce -2.3% | 5,627 | $527K |
| Concord Wealth Partners | 0.09% | No change | 5,593 | $524K |
| Greenwood Gearhart LLC | 0.04% | No change | 5,589 | $523K |
| Forte Asset Management LLC | 0.26% | No change | 5,574 | $522K |
| Kirtland Hills Capital Management, LLC | 0.32% | New | 5,793 | $522K |
| Mendel Money Management | 0.25% | Add +0.1% | 5,562 | $521K |
| Joseph Group Capital Management | 0.20% | Reduce -9.3% | 5,561 | $521K |
| Synovus Financial Corp. | 0.01% | Add +92.7% | 5,561 | $521K |
| Obsidian Cio, LLC | 0.08% | Add +0.8% | 5,541 | $519K |
| Milestone Asset Management, LLC | 0.11% | Add +1.6% | 5,508 | $516K |
| Warner Financial, Inc. | 0.23% | No change | 5,501 | $515K |
| Pettyjohn, Wood & White, Inc. | 0.10% | No change | 5,467 | $512K |
| Richardson Financial Services Inc. | 0.39% | Reduce -9.2% | 5,460 | $511K |
| Optivise Advisory Services LLC | 0.29% | Reduce -0.2% | 5,457 | $511K |
| Berkeley, Inc | 0.24% | Reduce -17.8% | 5,441 | $510K |
| U.S. Capital Wealth Advisors, LLC | 0.02% | Reduce -0.3% | 5,425 | $508K |
| Community Trust & Investment Co. | 0.03% | No change | 5,424 | $508K |
| LCNB Corp. | 0.19% | No change | 5,400 | $506K |
| Heck Capital Advisors, LLC | 0.06% | Reduce -13.3% | 5,388 | $505K |
| Palo Alto Wealth Advisors, LLC | 0.20% | Add +0.3% | 5,453 | $503K |
| Larson Financial Group LLC | 0.02% | Reduce -4.3% | 5,350 | $501K |
| Evermay Wealth Management LLC | 0.07% | Reduce -3.0% | 5,334 | $500K |
| Glass Jacobson Investment Advisors llc | 0.16% | No change | 5,623 | $499K |
| Greenleaf Trust | 0.00% | Add +54.3% | 5,328 | $499K |
| Whittier Trust Co. of Nevada Inc. | 0.01% | No change | 5,326 | $499K |
| Webster Bank, N. A. | 0.05% | No change | 5,317 | $498K |
| Silverlake Wealth Management LLC | 0.19% | Add +9.3% | 5,271 | $494K |
| Sage Capital Advisors,llc | 0.13% | Add +0.3% | 5,226 | $489K |
| Lion Street Advisors, LLC | 0.15% | Add +117.9% | 5,192 | $486K |
| Berger Financial Group, Inc | 0.03% | Reduce -31.1% | 5,192 | $486K |
| Kelly Financial Services LLC | 0.17% | Add +95.1% | 5,170 | $484K |
| Chesley Taft & Associates LLC | 0.02% | No change | 5,165 | $484K |
| AlphaStar Capital Management, LLC | 0.05% | Reduce -0.1% | 5,139 | $481K |
| OMNI 360 Wealth, Inc. | 0.32% | Reduce -0.8% | 5,136 | $481K |
| Schmidt P J Investment Management Inc. | 0.09% | Reduce -0.8% | 5,134 | $481K |
| Wealth Alliance, LLC | 0.06% | New | 5,122 | $480K |
| Foguth Wealth Management, LLC. | 0.12% | Reduce -2.8% | 5,118 | $479K |
| Latitude Advisors, LLC | 0.28% | Add +3.1% | 5,114 | $479K |
| Watts Gwilliam & Co., LLC | 0.10% | Add +17.3% | 5,100 | $478K |
| Graypoint LLC | 0.03% | Reduce -0.8% | 5,089 | $477K |
| Sound Income Strategies, LLC | 0.03% | Add +1290.4% | 5,047 | $473K |
| LM Advisors LLC | 0.09% | No change | 5,035 | $472K |
| Shelton Capital Management | 0.01% | No change | 5,004 | $469K |
| Crabel Capital Management, LLC | 0.51% | New | 5,000 | $468K |
| QRG Capital Management, Inc. | 0.00% | Reduce -22.3% | 4,998 | $468K |
| Opulen Financial Group LLC | 0.42% | Add +0.1% | 4,996 | $468K |
| Neuberger Berman Group LLC | 0.00% | Reduce -16.1% | 4,984 | $467K |
| Barnes Wealth Management Group, Inc | 0.30% | Add +4.2% | 4,927 | $461K |
| Revisor Wealth Management LLC | 0.20% | New | 4,919 | $461K |
| First Bank & Trust | 0.09% | Reduce -8.5% | 4,883 | $457K |
| Advisors Preferred, LLC | 0.06% | Reduce -2.7% | 4,810 | $450K |
| Coldstream Capital Management Inc. | 0.01% | Reduce -7.6% | 4,793 | $449K |
| Richmond Investment Services, LLC | 0.24% | Reduce -1.5% | 4,737 | $444K |
| Fairview Capital Investment Management, LLC | 0.02% | No change | 4,725 | $443K |
| Smart Portfolios, LLC | 0.48% | Reduce -10.3% | 4,697 | $440K |
| Venture Visionary Partners LLC | 0.02% | No change | 4,668 | $437K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Reduce -0.4% | 4,668 | $437K |
| Five Pine Wealth Management | 0.36% | Reduce -3.1% | 4,665 | $437K |
| Skyline Advisors, Inc. | 0.17% | Add +0.1% | 4,652 | $436K |
| GTS Securities LLC | 0.02% | Reduce -93.0% | 4,636 | $434K |
| Wesbanco Bank Inc. | 0.02% | Add +3.9% | 4,631 | $434K |
| XY Planning Network, Inc. | 0.29% | New | 4,626 | $433K |
| Planning Directions Inc. | 0.18% | Add +0.2% | 4,575 | $429K |
| TCI Wealth Advisors, Inc. | 0.03% | No change | 4,534 | $425K |
| FineMark National Bank & Trust | 0.02% | Add +2.9% | 4,479 | $420K |
| Roxbury Financial LLC | 0.41% | Add +13.0% | 4,417 | $418K |
| CAP Partners, LLC | 0.30% | Reduce -3.4% | 4,433 | $415K |
| Canandaigua National Bank & Trust Co. | 0.04% | No change | 4,426 | $415K |
| Sterling Investment Counsel, LLC | 0.14% | New | 4,418 | $414K |
| Sage Financial Group Inc. | 0.03% | Reduce -4.2% | 4,405 | $413K |
| DAVENPORT & Co LLC | 0.00% | Add +8.0% | 4,395 | $412K |
| Fisher Asset Management | 0.00% | Reduce -48.1% | 4,355 | $408K |
| SeaCrest Wealth Management, LLC | 0.05% | Reduce -1.2% | 4,320 | $405K |
| Talisman Wealth Advisors LLC | 0.41% | No change | 4,311 | $404K |
| Insigneo Advisory Services, LLC | 0.04% | Add +2.2% | 4,284 | $401K |
| New World Advisors LLC | 0.09% | Add +14.3% | 4,282 | $401K |
| Legacy Trust | 0.10% | No change | 4,265 | $399K |
| Atlas Brown,Inc. | 0.14% | Reduce -2.9% | 4,231 | $396K |
| Tennessee Valley Asset Management Partners | 0.06% | Add +0.1% | 4,200 | $393K |
| Bartlett & Co. Wealth Management LLC | 0.01% | Reduce -5.1% | 4,192 | $393K |
| TFR Capital, LLC. | 0.16% | Reduce -23.3% | 4,171 | $391K |
| Tsfg, LLC | 0.08% | No change | 4,163 | $390K |
| Chancellor Financial Group WB LP | 0.32% | No change | 4,156 | $389K |
| Peapack Gladstone Financial Corp. | 0.01% | No change | 4,150 | $389K |
| Outlook Wealth Advisors, LLC | 0.11% | No change | 4,142 | $388K |
| Inspire Advisors, LLC | 0.04% | Add +7.6% | 4,141 | $388K |
| MKT Advisors LLC | 0.18% | Add +0.0% | 4,498 | $388K |
| Worth Financial Advisory Group, LLC | 0.25% | Add +35.1% | 4,138 | $388K |
| Trust Co. of Vermont | 0.02% | Add +9.4% | 4,126 | $386K |
| Financial Engines Advisors L.L.C. | 0.00% | Reduce -1.2% | 4,115 | $385K |
| Register Financial Advisors LLC | 0.20% | Reduce -0.2% | 4,100 | $384K |
| My Legacy Advisors, LLC | 0.15% | Add +24.9% | 4,070 | $381K |
| Grove Bank & Trust | 0.05% | No change | 4,053 | $380K |
| Avalon Trust Co | 0.03% | No change | 4,050 | $379K |
| KPP Advisory Services LLC | 0.07% | New | 4,049 | $379K |
| Fca Corp. | 0.12% | Add +1.0% | 4,049 | $379K |
| Secure Asset Management, LLC | 0.08% | Add +4.3% | 4,013 | $376K |
| McKinley Carter Wealth Services, Inc. | 0.02% | Add +0.1% | 4,012 | $376K |
| Destination Wealth Management | 0.01% | Add +3.8% | 4,010 | $376K |
| Regions Financial Corp. | 0.00% | Reduce -21.2% | 3,999 | $375K |
| Beacon Financial Group | 0.04% | Reduce -7.8% | 3,985 | $373K |
| GenTrust, LLC | 0.02% | No change | 3,974 | $372K |
| Southern Capital Advisors, LLC | 0.21% | Add +0.3% | 3,970 | $372K |
| Pinnacle Associates Ltd. | 0.01% | Add +2.6% | 3,962 | $371K |
| Hobart Private Capital, LLC | 0.09% | No change | 3,959 | $371K |
| Aspect Partners, LLC | 0.21% | Add +722.7% | 3,957 | $371K |
| Apex Wealth Management, LLC | 0.33% | Reduce -6.4% | 3,920 | $367K |
| Thompson Investment Management, Inc. | 0.06% | No change | 3,911 | $366K |
| Hancock Whitney Corp. | 0.01% | No change | 3,910 | $366K |
| Blue Zone Wealth Advisors, LLC | 0.10% | Add +1.4% | 3,902 | $365K |
| Bourgeon Capital Management LLC | 0.08% | No change | 3,900 | $365K |
| Silvercrest Asset Management Group LLC | 0.00% | Add +0.3% | 3,893 | $365K |
| SlateStone Wealth, LLC | 0.04% | Add +0.1% | 3,858 | $361K |
| WASHINGTON TRUST Co | 0.01% | No change | 3,850 | $361K |
| Tocqueville Asset Management L.P. | 0.01% | Add +1.1% | 3,844 | $360K |
| Shayne & Jacobs, LLC | 0.09% | No change | 3,840 | $360K |
| TSA Wealth Managment LLC | 0.14% | Add +4.2% | 3,836 | $359K |
| Rowlandmiller & Partners.adv | 0.08% | No change | 3,832 | $359K |
| United Advisor Group, LLC | 0.07% | Reduce -24.1% | 3,813 | $357K |
| LaSalle St. Investment Advisors, LLC | 0.08% | Add +43.8% | 3,810 | $356K |
| SCS Capital Management LLC | 0.00% | New | 3,787 | $355K |
| Alpha Financial Partners LLC | 0.28% | Add +0.3% | 3,774 | $353K |
| Trexquant Investment LP | 0.00% | New | 3,754 | $352K |
| Beaumont Financial Advisors, LLC | 0.03% | Reduce -11.8% | 3,753 | $351K |
| Rothschild Wealth LLC | 0.10% | Reduce -1.2% | 3,742 | $351K |
| Quadrant Private Wealth Management, LLC | 0.09% | Add +7.3% | 3,709 | $347K |
| Alan B Lancz & Associates, Inc. | 0.37% | No change | 3,700 | $347K |
| TFB Advisors LLC | 0.10% | Reduce -3.7% | 3,694 | $346K |
| Chris Bulman Inc | 0.22% | Reduce -63.2% | 3,687 | $345K |
| Edgestream Partners, L.P. | 0.01% | New | 3,684 | $345K |
| One Wealth Capital Management, LLC | 0.18% | New | 3,662 | $343K |
| Mosaic Financial Group, LLC | 0.28% | No change | 3,650 | $342K |
| Fiduciary Alliance LLC | 0.03% | Add +36.7% | 3,612 | $338K |
| Fulton Bank, N.A. | 0.01% | Add +4.5% | 3,609 | $338K |
| TRUE Private Wealth Advisors | 0.04% | Reduce -1.4% | 3,589 | $336K |
| Oxford Financial Group, LTD. LLC | 0.02% | No change | 3,589 | $336K |
| Connecticut Wealth Management, LLC | 0.02% | Add +0.2% | 3,555 | $333K |
| Rosenberg Matthew Hamilton | 0.08% | Reduce -2.3% | 3,539 | $331K |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -0.0% | 3,520 | $330K |
| Phillips Wealth Planners LLC | 0.35% | Reduce -1.7% | 3,662 | $330K |
| Smithfield Trust Co | 0.02% | No change | 3,529 | $329K |
| First Horizon Advisors, Inc. | 0.01% | Add +130.7% | 3,499 | $328K |
| IMG Wealth Management, Inc. | 0.29% | No change | 3,474 | $325K |
| McElhenny Sheffield Capital Management, LLC | 0.12% | No change | 3,455 | $324K |
| Strategic Financial Concepts, LLC | 0.06% | Reduce -0.0% | 3,445 | $323K |
| Stage Harbor Financial, LLC | 0.27% | New | 3,442 | $322K |
| OneAscent Wealth Management LLC | 0.14% | Reduce -9.8% | 3,433 | $322K |
| WealthShield Partners, LLC | 0.04% | Add +102.7% | 3,430 | $321K |
| Sageworth Trust Co of South Dakota | 0.38% | New | 3,400 | $318K |
| Argent Trust Co | 0.01% | No change | 3,385 | $317K |
| Parsons Capital Management Inc. | 0.02% | Add +0.4% | 3,371 | $316K |
| NBT Bank, N.A. | 0.02% | Reduce -3.5% | 3,369 | $316K |
| Successful Portfolios LLC | 0.21% | Add +0.3% | 3,351 | $314K |
| LexAurum Advisors, LLC | 0.06% | Reduce -0.5% | 3,348 | $314K |
| FLP Wealth Management, LLC | 1.00% | Add +316.7% | 3,346 | $313K |
| Ledyard National Bank | 0.03% | Reduce -6.8% | 3,308 | $310K |
| Retirement Wealth Solutions LLC | 0.25% | Add +11685.7% | 3,300 | $309K |
| Meridian Investment Counsel Inc. | 0.09% | No change | 3,284 | $308K |
| Front Row Advisors LLC | 0.12% | No change | 3,258 | $305K |
| Independent Wealth Network Inc. | 0.12% | Add +5.2% | 3,252 | $305K |
| Prostatis Group LLC | 0.10% | Reduce -72.2% | 3,242 | $304K |
| InTrack Investment Management Inc | 0.28% | Reduce -4.4% | 3,235 | $303K |
| Granite Bay Wealth Management, LLC | 0.10% | Add +10.3% | 3,222 | $302K |
| Noble Wealth Management PBC | 0.21% | Reduce -2.0% | 3,208 | $300K |
| Vista Investment Partners Ii, LLC | 0.16% | Reduce -8.3% | 3,172 | $297K |
| Founders Financial Alliance, LLC | 0.07% | Reduce -21.4% | 3,170 | $297K |
| WESCAP Management Group, Inc. | 0.07% | No change | 3,163 | $296K |
| Drive Wealth Management, LLC | 0.07% | Add +26.2% | 3,144 | $294K |
| Archer Investment Corp | 0.08% | No change | 3,133 | $293K |
| Truepoint, Inc. | 0.01% | Reduce -33.4% | 3,098 | $290K |
| M3 Advisory Group, LLC | 0.23% | Reduce -16.3% | 3,096 | $290K |
| Balentine LLC | 0.01% | Reduce -21.8% | 3,069 | $287K |
| BSW Wealth Partners | 0.04% | Reduce -6.8% | 3,067 | $287K |
| Lantz Financial LLC | 0.08% | Reduce -0.5% | 3,065 | $287K |
| Clarity Financial LLC | 0.03% | Reduce -16.1% | 3,063 | $287K |
| Clearwater Capital Advisors, LLC | 0.03% | Add +3.4% | 3,058 | $286K |
| Fluent Financial, LLC | 0.12% | Reduce -1.1% | 3,051 | $286K |
| Intelligence Driven Advisers, LLC | 0.06% | No change | 3,048 | $285K |
| Rockwood Wealth Management, LLC | 0.03% | No change | 3,048 | $285K |
| Arcadia Wealth Management, LLC | 0.14% | New | 3,026 | $283K |
| KCM Investment Advisors LLC | 0.01% | No change | 3,020 | $283K |
| Burns J W & Co. Inc. | 0.04% | No change | 3,000 | $281K |
| Beacon Capital Management, LLC | 0.04% | Reduce -3.2% | 2,981 | $279K |
| Guardian Asset Advisors, LLC | 0.18% | New | 2,971 | $278K |
| Stone House Investment Management, LLC | 0.06% | New | 2,970 | $278K |
| Carl P. Sherr & Co., LLC | 0.15% | No change | 2,966 | $278K |
| Flputnam Investment Management Co. | 0.01% | No change | 2,965 | $278K |
| Erickson Financial Group, LLC | 0.21% | Reduce -4.5% | 2,960 | $277K |
| Nautilus Advisors LLC | 0.23% | No change | 2,935 | $275K |
| Clearview Wealth Advisors LLC | 0.20% | Reduce -7.1% | 2,930 | $274K |
| Trademark Financial Management, LLC | 0.21% | Reduce -0.6% | 2,928 | $274K |
| Legacy Solutions, LLC | 0.30% | Reduce -6.3% | 2,928 | $274K |
| Pacific Sun Financial Corp | 0.16% | Reduce -13.1% | 2,918 | $273K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.05% | Add +83.9% | 2,909 | $273K |
| Vision Capital Management, Inc. | 0.04% | No change | 2,908 | $272K |
| Defined Financial Planning LLC | 0.28% | Reduce -5.7% | 2,904 | $272K |
| First National Trust Co | 0.01% | Reduce -2.9% | 2,898 | $271K |
| Wolf Group Capital Advisors | 0.09% | New | 2,890 | $271K |
| Capital Advantage, Inc. | 0.05% | No change | 3,036 | $270K |
| Empower Advisory Group, LLC | 0.00% | Reduce -17.1% | 2,878 | $270K |
| Westwood Holdings Group Inc. | 0.00% | No change | 2,875 | $269K |
| Anchor Capital Advisors LLC | 0.01% | Reduce -24.1% | 2,870 | $269K |
| Evercore Wealth Management, LLC | 0.00% | Reduce -3.1% | 2,864 | $268K |
| Shared Vision Wealth Group LLC | 0.15% | Add +21.9% | 2,857 | $268K |
| RFG Advisory, LLC | 0.01% | Add +14.5% | 2,850 | $267K |
| Insight Advisors, LLC/ PA | 0.05% | Reduce -0.6% | 2,816 | $264K |
| Sandbox Financial Partners, LLC | 0.09% | Reduce -12.8% | 2,811 | $263K |
| SYM FINANCIAL Corp | 0.03% | No change | 2,809 | $263K |
| Advisors Capital Management, LLC | 0.00% | Reduce -22.0% | 2,805 | $263K |
| Proficio Capital Partners LLC | 0.02% | No change | 2,800 | $262K |
| Grey Ledge Advisors, LLC | 0.07% | Add +0.2% | 2,792 | $261K |
| Boston Trust Walden Corp | 0.00% | No change | 2,767 | $259K |
| JB Capital LLC | 0.01% | New | 2,765 | $259K |
| Perissos Private Wealth Management, LLC | 0.24% | No change | 2,765 | $259K |
| Integrity Financial Corp | 0.15% | No change | 2,751 | $258K |
| Crux Wealth Advisors | 0.13% | Reduce -3.9% | 2,735 | $256K |
| HMV Wealth Advisors, LLC | 0.20% | Reduce -3.0% | 2,730 | $256K |
| NCM Capital Management, LLC | 0.11% | No change | 2,727 | $255K |
| New Century Financial Group, LLC | 0.29% | Reduce -87.5% | 2,720 | $255K |
| Optimist Retirement Group LLC | 0.13% | No change | 2,712 | $254K |
| GAMMA Investing LLC | 0.02% | Add +37.0% | 2,708 | $254K |
| Badgley Phelps Wealth Managers, LLC | 0.01% | No change | 2,700 | $253K |
| Horst & Graben Wealth Management LLC | 0.05% | Reduce -21.1% | 2,700 | $253K |
| Straight Path Wealth Management | 0.10% | New | 2,696 | $253K |
| Willner & Heller, LLC | 0.23% | Reduce -1.0% | 2,693 | $252K |
| Stokes Family Office, LLC | 0.03% | Add +4.1% | 2,691 | $252K |
| Cadence Bank | 0.02% | Reduce -1.1% | 2,690 | $252K |
| Harbour Capital Advisors, LLC | 0.06% | No change | 2,700 | $250K |
| Magnus Financial Group LLC | 0.02% | Add +5.8% | 2,670 | $250K |
| S&T Bank | 0.08% | No change | 2,652 | $248K |
| Westside Investment Management, Inc. | 0.05% | Reduce -17.8% | 2,639 | $247K |
| Syon Capital LLC | 0.02% | New | 2,620 | $245K |
| Private Client Services, LLC | 0.12% | Add +1.4% | 2,619 | $245K |
| MTM Investment Management, LLC | 0.09% | No change | 2,611 | $244K |
| Merkkuri Wealth Advisors LLC | 0.21% | Add +12.7% | 2,604 | $244K |
| Patton Fund Management, Inc. | 0.06% | No change | 2,593 | $243K |
| WPG Advisers, LLC | 0.22% | Reduce -31.1% | 2,572 | $241K |
| Community Bank, N.A. | 0.03% | Reduce -5.7% | 2,569 | $241K |
| Cahill Financial Advisors Inc. | 0.03% | Reduce -31.3% | 2,564 | $240K |
| Clarity Capital Advisors, LLC | 0.16% | Add +0.3% | 2,564 | $240K |
| Chokshi & Queen Wealth Advisors, Inc | 0.16% | No change | 2,564 | $240K |
| Reyes Financial Architecture, Inc. | 0.17% | No change | 2,539 | $238K |
| Vantage Point Financial LLC | 0.12% | Add +8.2% | 2,538 | $238K |
| Commonwealth Financial Services, LLC | 0.05% | No change | 2,524 | $236K |
| Baker Avenue Asset Management, LP | 0.01% | Add +8.2% | 2,522 | $236K |
| Spectrum Wealth Counsel, LLC | 0.03% | Add +70.2% | 2,522 | $236K |
| Prepared Retirement Institute LLC | 0.15% | New | 2,521 | $236K |
| Lodestone Wealth Management LLC | 0.12% | No change | 2,506 | $235K |
| Cypress Capital Group | 0.03% | No change | 2,505 | $235K |
| Platform Technology Partners | 0.07% | New | 2,500 | $234K |
| Kingdom Financial Group LLC. | 0.17% | New | 2,496 | $234K |
| James J. Burns & Company, LLC | 0.04% | No change | 2,495 | $234K |
| LVZ, Inc. | 0.03% | No change | 2,494 | $234K |
| Aspire Private Capital, LLC | 0.06% | Add +10.0% | 2,494 | $234K |
| Capital Advisory Group Advisory Services, LLC | 0.09% | Add +1.6% | 2,486 | $233K |
| Clarity Capital Partners LLC | 0.09% | New | 2,482 | $232K |
| Bridgewater Advisors Inc. | 0.02% | New | 2,530 | $232K |
| Concord Asset Management, LLC | 0.05% | No change | 2,566 | $232K |
| HBW Advisory Services LLC | 0.03% | Add +0.2% | 2,475 | $232K |
| SIMA Wealth Partners, LLC | 0.19% | No change | 2,472 | $232K |
| Advocacy Wealth Management, LLC | 0.02% | Reduce -21.7% | 2,472 | $232K |
| Raab & Moskowitz Asset Management LLC | 0.06% | New | 2,469 | $231K |
| Landing Point Financial Group, LLC | 0.18% | Reduce -2.6% | 2,468 | $231K |
| Moody LYNN Lieberson & Walker, LLC | 0.01% | No change | 2,457 | $230K |
| Global Trust Asset Management, LLC | 0.14% | Add +19.5% | 2,455 | $230K |
| Steel Grove Capital Advisors, LLC | 0.03% | Add +0.4% | 2,454 | $230K |
| Marshall & Sterling Wealth Advisors Inc. | 0.16% | Reduce -14.6% | 2,452 | $230K |
| Global Strategic Investment Solutions, LLC | 0.03% | No change | 2,447 | $229K |
| Beese Fulmer Investment Management, Inc. | 0.02% | No change | 2,442 | $229K |
| Frederick Financial Consultants, LLC | 0.16% | Reduce -1.6% | 2,437 | $228K |
| Jim Saulnier & Associates, LLC | 0.18% | Add +0.1% | 2,432 | $228K |
| Simon Quick Advisors, LLC | 0.01% | Add +0.3% | 2,432 | $228K |
| Bison Wealth, LLC | 0.02% | New | 2,460 | $228K |
| Trueblood Wealth Management, LLC | 0.11% | Add +0.7% | 2,430 | $228K |
| Ipsen Advisor Group LLC | 0.20% | Reduce -4.0% | 2,429 | $227K |
| Valeo Financial Advisors, LLC | 0.01% | No change | 2,418 | $226K |
| Daymark Wealth Partners, LLC | 0.01% | Add +0.1% | 2,399 | $225K |
| Gryphon Financial Partners LLC | 0.03% | Reduce -3.1% | 2,381 | $223K |
| Foster Victor Wealth Advisors, LLC | 0.02% | Reduce -2.4% | 2,478 | $223K |
| Fort Washington Investment Advisors Inc. | 0.00% | No change | 2,372 | $222K |
| Carson Advisory Inc. | 0.15% | Add +2.4% | 2,371 | $222K |
| Modera Wealth Management, LLC | 0.00% | Reduce -14.7% | 2,362 | $221K |
| Mma Asset Management LLC | 0.09% | Reduce -3.0% | 2,351 | $220K |
| Morey & Quinn Wealth Partners, LLC | 0.18% | Add +2.3% | 2,347 | $220K |
| Runnymede Capital Advisors, Inc. | 0.21% | Reduce -24.8% | 2,337 | $219K |
| Salomon & Ludwin, LLC | 0.02% | No change | 2,310 | $216K |
| Kelman-Lazarov, Inc. | 0.04% | New | 2,301 | $216K |
| Solidarity Wealth, LLC | 0.05% | Reduce -29.0% | 2,297 | $215K |
| Davis Wealth Advisors, LLC | 0.24% | New | 2,290 | $214K |
| Stewardship Advisors, LLC | 0.06% | Reduce -3.4% | 2,289 | $214K |
| LVM Capital Management Ltd. | 0.02% | No change | 2,280 | $214K |
| McAdam, LLC | 0.01% | New | 2,284 | $214K |
| MSH Capital Advisors LLC | 0.07% | New | 2,282 | $214K |
| Continuum Advisory, LLC | 0.03% | Reduce -0.5% | 2,278 | $213K |
| Grandview Asset Management LLC | 0.08% | New | 2,259 | $212K |
| Patten & Patten Inc. | 0.01% | No change | 2,259 | $212K |
| Principle Wealth Partners LLC | 0.02% | New | 2,247 | $210K |
| Wealth Quarterback LLC | 0.12% | New | 2,240 | $210K |
| Tortoise Investment Management, LLC | 0.02% | No change | 2,222 | $208K |
| Capital Investment Advisors, LLC | 0.00% | New | 2,209 | $207K |
| Semmax Financial Advisors Inc. | 0.06% | No change | 2,241 | $206K |
| Root Financial Partners, LLC | 0.02% | New | 2,203 | $206K |
| Ethos Financial Group, LLC | 0.02% | New | 2,198 | $206K |
| Cooper/Haims Advisors, LLC | 0.11% | New | 2,194 | $205K |
| Glen Eagle Advisors, LLC | 0.03% | Add +0.1% | 2,188 | $205K |
| Clark Asset Management, LLC | 0.03% | New | 2,187 | $205K |
| Providence Capital Advisors, LLC | 0.04% | New | 2,184 | $205K |
| Ieq Capital, LLC | 0.00% | New | 2,177 | $204K |
| Crew Capital Management, Ltd | 0.17% | New | 2,166 | $203K |
| Scott & Selber, Inc. | 0.06% | New | 2,157 | $202K |
| Allium Financial Advisors, LLC | 0.18% | — | 2,155 | $202K |
| World Equity Group, Inc. | 0.06% | New | 2,155 | $202K |
| QTR Family Wealth, LLC | 0.15% | — | 2,154 | $202K |
| Breakwater Capital Group | 0.04% | New | 2,146 | $201K |
| Anchor Investment Management, LLC | 0.02% | No change | 1,983 | $186K |
| Millstone Evans Group, LLC | 0.12% | Add +353.9% | 1,920 | $180K |
| Atlantic Private Wealth, LLC | 0.13% | New | 1,912 | $179K |
| Hazlett, Burt & Watson, Inc. | 0.08% | Add +0.3% | 1,913 | $179K |
| Colonial Trust Co / SC | 0.03% | Reduce -43.4% | 1,852 | $173K |
| Maryland Capital Advisors Inc. | 0.08% | Reduce -1.0% | 1,848 | $173K |
| Rothschild Investment LLC | 0.01% | No change | 1,844 | $173K |
| Medallion Wealth Advisors, LLC | 0.08% | No change | 1,825 | $171K |
| Key Financial Inc | 0.04% | Add +6.6% | 1,794 | $168K |
| BTG Pactual Asset Management US LLC | 0.02% | No change | 1,760 | $165K |
| Stephens Consulting, LLC | 0.04% | Add +0.1% | 1,651 | $155K |
| Caldwell Trust Co | 0.02% | No change | 1,595 | $149K |
| Citizens National Bank Trust Department | 0.03% | Add +218.2% | 1,591 | $149K |
| SVB Wealth LLC | 0.01% | New | 1,566 | $147K |
| Carolinas Wealth Consulting LLC | 0.03% | Add +11.8% | 1,552 | $145K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 1,529 | $143K |
| Realta Investment Advisors | 0.07% | Add +26.5% | 1,528 | $143K |
| Arlington Trust Co LLC | 0.03% | Add +304.2% | 1,528 | $143K |
| Delta Asset Management LLC | 0.01% | No change | 1,488 | $139K |
| Wolff Wiese Magana LLC | 0.09% | No change | 1,430 | $134K |
| Ogorek Anthony Joseph /NY/ | 0.04% | Reduce -12.3% | 1,412 | $132K |
| Parkside Financial Bank & Trust | 0.02% | Reduce -30.4% | 1,399 | $131K |
| Future Financial Wealth Managment LLC | 0.09% | No change | 1,366 | $128K |
| Signature Resources Capital Management, LLC | 0.11% | Add +4.3% | 1,332 | $125K |
| Washington Trust Advisors, Inc. | 0.01% | No change | 1,300 | $122K |
| Coston, McIsaac & Partners | 0.04% | No change | 1,293 | $121K |
| Harbor Investment Advisory, LLC | 0.01% | No change | 1,291 | $121K |
| Ascentis Wealth Management, LLC | 0.04% | New | 1,214 | $114K |
| Minot DeBlois Advisors LLC | 0.11% | Reduce -11.1% | 1,208 | $113K |
| Financial Perspectives, Inc | 0.04% | Add +24.8% | 1,191 | $112K |
| St Germain D J Co. Inc. | 0.01% | No change | 1,179 | $110K |
| JNBA Financial Advisors | 0.01% | Add +27.3% | 1,082 | $101K |
| First Pacific Financial | 0.02% | No change | 1,069 | $100K |
| Olde Wealth Management, LLC | 0.04% | New | 1,072 | $100K |
| Dunhill Financial, LLC | 0.04% | Reduce -4.7% | 1,024 | $96K |
| Brown, Lisle/Cummings, Inc. | 0.03% | No change | 1,014 | $95K |
| ESL Trust Services, LLC | 0.02% | No change | 1,013 | $95K |
| Main Street Group, LTD | 0.04% | No change | 956 | $90K |
| American Capital Advisory, LLC | 0.05% | Reduce -3.9% | 949 | $89K |
| Sandy Spring Bank | 0.00% | Add +32.6% | 895 | $84K |
| Graney & King, LLC | 0.06% | No change | 865 | $81K |
| Jackson Hole Capital Partners, LLC | 0.02% | No change | 834 | $78K |
| American National Bank & Trust | 0.01% | New | 821 | $77K |
| Capital A Wealth Management, LLC | 0.08% | Reduce -65.4% | 820 | $77K |
| TruNorth Capital Management, LLC | 0.02% | No change | 818 | $77K |
| Bangor Savings Bank | 0.01% | No change | 797 | $75K |
| BankPlus Trust Department | 0.02% | Reduce -2.7% | 791 | $74K |
| Ameriflex Group, Inc. | 0.03% | Reduce -31.2% | 771 | $72K |
| Duncker Streett & Co. Inc. | 0.01% | No change | 767 | $72K |
| Lindbrook Capital, LLC | 0.01% | Add +2.3% | 766 | $72K |
| GeoWealth Management, LLC | 0.00% | Add +184.4% | 765 | $72K |
| Creative Financial Designs Inc. | 0.01% | Reduce -9.7% | 760 | $71K |
| Union Savings Bank | 0.03% | No change | 740 | $69K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -46.7% | 727 | $68K |
| Eastern Bank | 0.00% | Reduce -39.0% | 724 | $68K |
| Financial Gravity Asset Management, Inc. | 0.01% | — | 701 | $66K |
| Orion Capital Management LLC | 0.03% | No change | 700 | $66K |
| Accredited Wealth Management, LLC | 0.05% | No change | 688 | $64K |
| Newton One Investments LLC | 0.02% | Reduce -9.1% | 682 | $64K |
| Tidemark, LLC | 0.02% | No change | 680 | $64K |
| Aventura Private Wealth, LLC | 0.03% | No change | 664 | $62K |
| Iron Horse Wealth Management, LLC | 0.02% | No change | 662 | $62K |
| Bokf, NA | 0.00% | No change | 639 | $60K |
| Hexagon Capital Partners LLC | 0.01% | Add +0.2% | 630 | $59K |
| Ameritas Investment Partners, Inc. | 0.00% | Add +0.3% | 626 | $59K |
| Laurel Wealth Advisors LLC | 0.01% | No change | 615 | $58K |
| EPG Wealth Management LLC | 0.01% | Add +0.2% | 535 | $50K |
| Caldwell Sutter Capital, Inc. | 0.02% | No change | 529 | $50K |
| Global Wealth Strategies & Associates | 0.01% | No change | 524 | $49K |
| Crews Bank & Trust | 0.01% | No change | 520 | $49K |
| Curio Wealth, LLC | 0.03% | Reduce -99.8% | 1 | $48K |
| LGT Financial Advisors LLC | 0.15% | Add +193.2% | 516 | $48K |
| Blue Trust, Inc. | 0.00% | Add +23.6% | 508 | $48K |
| Compass Financial Services Inc | 0.02% | Reduce -26.1% | 486 | $45K |
| CNB Bank | 0.02% | No change | 471 | $44K |
| Wayfinding Financial, LLC | 0.02% | New | 466 | $43K |
| Park Square Financial Group, LLC | 0.03% | Add +2400.0% | 450 | $42K |
| BOK Financial Private Wealth, Inc. | 0.00% | No change | 450 | $42K |
| Clear Investment Research, LLC | 0.06% | Add +0.5% | 439 | $41K |
| First Command Advisory Services, Inc. | 0.00% | No change | 434 | $41K |
| Center for Financial Planning, Inc. | 0.01% | Add +762.0% | 431 | $40K |
| Valley National Advisers Inc. | 0.01% | No change | 437 | $40K |
| Luken Investment Analytics, LLC | 0.02% | No change | 425 | $40K |
| Bfsg, LLC | 0.00% | No change | 423 | $40K |
| Fortitude Family Office, LLC | 0.01% | Add +0.5% | 418 | $39K |
| Godsey & Gibb, Inc. | 0.00% | Reduce -32.8% | 410 | $38K |
| Headlands Technologies LLC | 0.00% | New | 394 | $37K |
| Blue Bell Private Wealth Management, LLC | 0.01% | Add +77.9% | 386 | $36K |
| JDM Financial Group LLC | 0.02% | No change | 383 | $36K |
| Missouri Trust & Investment Co | 0.01% | No change | 373 | $35K |
| Sumitomo Mitsui Financial Group, Inc. | 0.00% | Reduce -14.2% | 364 | $34K |
| Quest 10 Wealth Builders, Inc. | 0.04% | Reduce -2.2% | 362 | $34K |
| LRI Investments, LLC | 0.00% | New | 357 | $33K |
| Beaird Harris Wealth Management, LLC | 0.00% | No change | 349 | $33K |
| Plante Moran Financial Advisors, LLC | 0.00% | Reduce -38.2% | 349 | $33K |
| Valued Wealth Advisors LLC | 0.02% | No change | 340 | $32K |
| Horrell Capital Management, Inc. | 0.01% | No change | 340 | $32K |
| Mark Sheptoff Financial Planning, LLC | 0.02% | Add +35.2% | 334 | $31K |
| Operose Advisors LLC | 0.01% | No change | 331 | $31K |
| Flaharty Asset Management, LLC | 0.00% | New | 325 | $30K |
| Columbia River Financial Group, LLC | 0.02% | New | 327 | $30K |
| Stuart Chaussee & Associates, Inc. | 0.01% | No change | 315 | $30K |
| Stonebridge Financial Group, LLC | 0.00% | No change | 312 | $29K |
| PSI Advisors, LLC | 0.01% | Reduce -95.2% | 307 | $29K |
| ROSS\JOHNSON & Associates LLC | 0.49% | New | 304 | $28K |
| VSM Wealth Advisory, LLC | 0.01% | No change | 303 | $28K |
| MCF Advisors LLC | 0.00% | No change | 302 | $28K |
| Macquarie Group Ltd. | 0.00% | Reduce -75.6% | 297 | $28K |
| McIlrath & Eck, LLC | 0.00% | No change | 274 | $26K |
| Compass Wealth Management LLC | 0.01% | Add +82.0% | 273 | $26K |
| Centennial Bank | 0.01% | No change | 258 | $24K |
| Fairman Group, LLC | 0.02% | No change | 265 | $24K |
| Kings Path Partners LLC | 0.01% | No change | 228 | $21K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | No change | 225 | $21K |
| Acima Private Wealth, LLC | 0.01% | No change | 220 | $21K |
| Kozak & Associates, Inc. | 0.01% | No change | 223 | $20K |
| Sittner & Nelson, LLC | 0.01% | No change | 216 | $20K |
| Keener Financial Planning LLC | 0.01% | No change | 224 | $20K |
| Howe & Rusling Inc. | 0.00% | Reduce -29.2% | 213 | $20K |
| Bogart Wealth, LLC | 0.00% | Add +33.5% | 203 | $19K |
| Atticus Wealth Management, LLC | 0.01% | No change | 188 | $18K |
| Ritter Daniher Financial Advisory LLC / DE | 0.00% | No change | 184 | $17K |
| Murphy & Mullick Capital Management Corp | 0.02% | No change | 184 | $17K |
| Heritage Wealth Advisors | 0.00% | Reduce -66.9% | 180 | $17K |
| Asset Management One Co., Ltd. | 0.00% | New | 173 | $16K |
| Prestige Wealth Management Group LLC | 0.00% | No change | 172 | $16K |
| Crewe Advisors LLC | 0.00% | No change | 171 | $16K |
| Indiana Trust & Investment Management Co | 0.01% | No change | 170 | $16K |
| Copia Wealth Management | 0.01% | No change | 163 | $15K |
| NFSG Corp | 0.00% | Reduce -35.1% | 155 | $15K |
| Synergy Investment Management, LLC | 0.01% | Reduce -79.1% | 153 | $14K |
| Avion Wealth | 0.00% | No change | 161 | $14K |
| Hopwood Financial Services, Inc. | 0.01% | No change | 145 | $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 |
| Collier Financial | 0.01% | No change | 136 | $13K |
| Cornerstone Planning Group LLC | 0.00% | Add +60.5% | 130 | $12K |
| Binnacle Investments Inc | 0.01% | — | 116 | $11K |
| Rossby Financial, LCC | 0.00% | New | 104 | $9K |
| Quent Capital, LLC | 0.00% | Reduce -85.9% | 89 | $8K |
| AllSquare Wealth Management LLC | 0.00% | Reduce -5.7% | 83 | $8K |
| City Holding Co. | 0.00% | New | 81 | $8K |
| Brooklyn Investment Group | 0.00% | No change | 74 | $7K |
| CGC Financial Services, LLC | 0.00% | No change | 68 | $6K |
| Vermillion Wealth Management, Inc. | 0.00% | No change | 66 | $6K |
| Bay Harbor Wealth Management, LLC | 0.00% | No change | 64 | $6K |
| Hemington Wealth Management | 0.00% | No change | 56 | $5K |
| Provenance Wealth Advisors, LLC | 0.00% | No change | 51 | $5K |
| Darwin Wealth Management, LLC | 0.00% | No change | 45 | $4K |
| Investors Research Corp | 0.00% | No change | 41 | $4K |
| Central Pacific Bank - Trust Division | 0.00% | Reduce -88.8% | 40 | $4K |
| Raleigh Capital Management Inc. | 0.00% | No change | 38 | $4K |
| Motco | 0.00% | No change | 38 | $4K |
| Country Trust Bank | 0.00% | Reduce -7.7% | 36 | $3K |
| Virtus Advisers, LLC | 0.00% | New | 34 | $3K |
| 1620 Investment Advisors, Inc. | 0.00% | New | 30 | $3K |
| ORG Partners LLC | 0.00% | Reduce -99.9% | 28 | $3K |
| Cape Investment Advisory, Inc. | 0.00% | Add +58.8% | 27 | $3K |
| Financial Management Professionals, Inc. | 0.00% | No change | 27 | $3K |
| Atala Financial Inc | 0.00% | No change | 26 | $2K |
| DT Investment Partners, LLC | 0.00% | New | 25 | $2K |
| Legacy Wealth Managment, LLC | 0.00% | No change | 24 | $2K |
| FWL Investment Management, LLC | 0.00% | Reduce -66.2% | 22 | $2K |
| N.E.W. Advisory Services LLC | 0.00% | New | 22 | $2K |
| Transamerica Financial Advisors, LLC | 0.00% | No change | 12 | $2K |
| Hughes Financial Services, LLC | 0.00% | New | 21 | $2K |
| SWAN Capital LLC | 0.00% | New | 19 | $2K |
| Pittenger & Anderson Inc. | 0.00% | No change | 17 | $2K |
| Logan Capital Management Inc. | 0.00% | No change | 17 | $2K |
| Robinswood Financial LLC | 0.00% | New | 16 | $1K |
| Kiker Wealth Management, LLC | 0.00% | No change | 14 | $1K |
| Pinnacle Bancorp, Inc. | 0.00% | New | 11 | $1K |
| Creative Capital Management Investments LLC | 0.00% | No change | 6 | $562 |
| Smallwood Wealth Investment Management, LLC | 0.00% | New | 5 | $468 |
"% 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.