iShares MSCI USA Min Vol FacUSMVETF
13F holders, Q2 2025 (June 30)At the end of Q2 2025, 1,301 institutions reported holding iShares MSCI USA Min Vol Fac (USMV) in their 13F filings, unchanged from Q1 2025. 72 opened new positions and 73 sold out. The largest holders were Bank of America Corp. ($1.3B), Raymond James Financial Inc. ($1.2B) and Morgan Stanley ($1.2B). 5 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- iShares MSCI USA Min Vol Fac
- CUSIP
- 46429B697
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 72 | $197.7M |
| Exits | 73 | $490.8M |
All 13F filers, Q1 2025 → Q2 2025: 9,906,998 shares bought and 18,502,355 shares sold, net −8,595,357 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,301 holders
| Bank of America Corp. | 0.10% | Reduce -2.7% | 13,696,374 | $1.3B |
| Raymond James Financial Inc. | 0.43% | Add +1.5% | 13,315,040 | $1.2B |
| Morgan Stanley | 0.08% | Reduce -28.4% | 12,533,165 | $1.2B |
| FMR LLC | 0.06% | Reduce -4.4% | 10,583,488 | $993.5M |
| Wealth Enhancement Advisory Services, LLC | 1.04% | Add +0.8% | 6,675,665 | $628.6M |
| LPL Financial LLC | 0.20% | Add +7.4% | 6,313,739 | $592.7M |
| PNC Financial Services Group, Inc. | 0.33% | Reduce -5.2% | 5,459,821 | $512.5M |
| Envestnet Asset Management Inc. | 0.13% | Add +1.8% | 4,686,964 | $440.0M |
| BlackRock, Inc. | 0.01% | Reduce -3.2% | 4,550,622 | $427.2M |
| Wells Fargo & Company | 0.08% | Reduce -4.3% | 3,658,502 | $343.4M |
| Millburn Ridgefield LLC | 8.05% | Reduce -5.1% | 3,562,314 | $334.4M |
| Catalyst Capital Advisors LLC | 6.75% | Reduce -5.1% | 3,562,314 | $334.4M |
| UBS Group AG | 0.07% | Reduce -2.5% | 3,465,922 | $325.3M |
| JPMorgan Chase & Co. | 0.02% | Reduce -10.8% | 3,429,929 | $322.0M |
| Ameriprise Financial Inc. | 0.07% | Add +18.5% | 2,892,840 | $271.6M |
| Commonwealth Equity Services, LLC | 0.27% | Add +0.8% | 2,202,341 | $206.7M |
| Two Sigma Investments, LP | 0.38% | Add +264.6% | 2,168,200 | $203.5M |
| Cetera Investment Advisers | 0.34% | Add +26.3% | 2,142,277 | $201.1M |
| Northwestern Mutual Wealth Management Co. | 0.13% | Add +3.9% | 1,904,012 | $178.7M |
| Assetmark, Inc. | 0.39% | Add +6.3% | 1,746,262 | $163.9M |
| Royal Bank of Canada | 0.03% | Reduce -12.1% | 1,519,813 | $142.7M |
| Sei Investments Co. | 0.16% | Add +2.0% | 1,494,981 | $140.3M |
| Mercer Global Advisors Inc. | 0.30% | Reduce -5.8% | 1,441,028 | $135.3M |
| Caisse de depot et placement du Quebec | 0.26% | Reduce -6.5% | 1,304,692 | $122.5M |
| Johnson Investment Counsel Inc. | 1.07% | Add +3.2% | 1,263,596 | $118.6M |
| Bank of New York Mellon Corp | 0.02% | Add +22.8% | 1,207,864 | $113.4M |
| Mariner, LLC | 0.16% | Reduce -0.8% | 1,205,188 | $113.1M |
| Cambridge Investment Research Advisors, Inc. | 0.34% | Reduce -7.9% | 1,197,032 | $112.4M |
| Dynasty Wealth Management, LLC | 1.88% | Reduce -1.5% | 1,176,869 | $110.5M |
| Horizon Investments, LLC | 1.70% | Add +44.0% | 1,146,363 | $107.6M |
| Focus Partners Wealth | 0.23% | Add +1.9% | 1,138,345 | $106.9M |
| Osaic Holdings, Inc. | 0.19% | Reduce -20.8% | 1,131,306 | $106.2M |
| Cerity Partners LLC | 0.19% | Reduce -48.6% | 1,121,739 | $105.3M |
| Financial Advisors, LLC | 19.22% | Reduce -0.7% | 1,099,487 | $103.2M |
| Quotient Wealth Partners, LLC | 2.82% | Add +2.4% | 1,019,605 | $95.7M |
| Brookstone Capital Management | 1.14% | Reduce -5.6% | 927,795 | $87.1M |
| Securian Asset Management, Inc. | 2.36% | Reduce -14.0% | 881,287 | $82.7M |
| US Bancorp \de | 0.10% | Reduce -33.1% | 823,869 | $77.3M |
| Captrust Financial Advisors | 0.16% | Reduce -4.7% | 765,468 | $71.9M |
| Cwm, LLC | 0.25% | Add +4.0% | 761,223 | $71.5M |
| Truist Financial Corp. | 0.10% | Add +147.7% | 731,634 | $68.7M |
| Jones Financial Companies LLLP | 0.05% | Add +35.2% | 724,296 | $67.4M |
| Steward Partners Investment Advisory, LLC | 0.51% | Add +7.9% | 700,707 | $65.8M |
| HighTower Advisors, LLC | 0.08% | Reduce -1.7% | 678,845 | $63.7M |
| Janney Montgomery Scott LLC | 0.16% | Add +13.9% | 658,501 | $61.8M |
| MML Investors Services, LLC | 0.16% | Add +7.5% | 576,273 | $54.1M |
| Geneos Wealth Management Inc. | 1.29% | Reduce -1.4% | 560,626 | $52.6M |
| Russell Investments Group, Ltd. | 0.07% | Add +3.0% | 554,464 | $52.0M |
| Private Advisor Group, LLC | 0.27% | Add +5.5% | 533,569 | $50.1M |
| Stifel Financial Corp. | 0.05% | Add +16.1% | 518,835 | $48.7M |
| Sovereign Investment Advisors, LLC | 13.29% | Add +60.1% | 514,675 | $48.3M |
| MAI Capital Management | 0.33% | Reduce -0.8% | 498,855 | $46.8M |
| NewEdge Advisors, LLC | 0.24% | Reduce -3.7% | 497,468 | $46.7M |
| Park Avenue Securities LLC | 0.41% | Add +21.0% | 475,892 | $44.7M |
| Glenmede Investment Management, LP | 0.21% | — | 440,319 | $41.3M |
| Facet Wealth, Inc. | 0.93% | Add +0.3% | 440,141 | $40.8M |
| ARS Wealth Advisors Group, LLC | 4.35% | Reduce -2.9% | 401,337 | $37.7M |
| Klingman & Associates, LLC | 1.94% | Reduce -0.9% | 374,660 | $35.2M |
| Portfolio Design Labs, LLC | 6.81% | New | 369,354 | $34.7M |
| Keybank National Association | 0.13% | Reduce -1.5% | 359,795 | $33.8M |
| High Probability Advisors, LLC | 4.92% | Add +0.4% | 350,316 | $32.9M |
| Integrated Wealth Concepts LLC | 0.32% | Reduce -3.0% | 344,233 | $32.3M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.06% | New | 318,000 | $29.9M |
| Sagespring Wealth Partners, LLC | 0.63% | Reduce -6.0% | 313,896 | $29.5M |
| Ascent Group, LLC | 1.13% | Add +1116.1% | 308,114 | $28.9M |
| Lineweaver Wealth Advisors, LLC | 4.55% | Add +67.2% | 306,980 | $28.8M |
| GDS Wealth Management | 2.04% | Add +1.2% | 297,725 | $27.9M |
| Ocean Park Asset Management, LLC | 0.95% | No change | 285,868 | $26.8M |
| Rehmann Capital Advisory Group | 1.62% | Reduce -1.0% | 284,803 | $26.7M |
| Envestnet Portfolio Solutions, Inc. | 0.10% | Add +5.3% | 278,750 | $26.2M |
| Kestra Advisory Services, LLC | 0.12% | Add +18.5% | 271,470 | $25.5M |
| Berkshire Money Management, Inc. | 2.67% | New | 270,650 | $25.4M |
| Creative Planning | 0.02% | Add +4.2% | 266,538 | $25.0M |
| Symmetry Partners, LLC | 3.04% | Add +10.1% | 263,164 | $24.7M |
| Citizens Financial Group Inc. | 0.39% | Reduce -4.4% | 255,666 | $24.0M |
| Cornerstone Wealth Management, LLC | 1.44% | Reduce -1.4% | 253,542 | $23.8M |
| OneDigital Investment Advisors LLC | 0.26% | Reduce -6.3% | 253,435 | $23.8M |
| Capital Advisors, Ltd. LLC | 2.88% | Add +0.0% | 248,410 | $23.3M |
| Qube Research & Technologies Ltd | 0.03% | Add +465.5% | 244,764 | $23.0M |
| Well Done, LLC | 4.30% | Reduce -3.2% | 244,014 | $22.9M |
| Stratos Wealth Partners, LTD. | 0.31% | Reduce -9.0% | 240,616 | $22.6M |
| Pacific Center for Financial Services | 6.11% | Reduce -0.5% | 239,832 | $22.5M |
| Avantax Advisory Services, Inc. | 0.12% | Add +2.0% | 237,558 | $22.3M |
| Choreo, LLC | 0.30% | Reduce -15.8% | 232,719 | $21.8M |
| Baron Silver Stevens Financial Advisors, LLC | 3.41% | Add +4.6% | 226,798 | $21.3M |
| Journey Advisory Group, LLC | 1.61% | Reduce -5.4% | 220,613 | $20.7M |
| Lowe Wealth Advisors, LLC | 8.08% | Add +0.7% | 220,433 | $20.7M |
| Valmark Advisers, Inc. | 0.29% | Add +0.2% | 219,956 | $20.6M |
| Lester Murray Antman dba SimplyRich | 5.73% | Add +3.3% | 218,975 | $20.6M |
| Ball & Co Wealth Management Inc. | 21.88% | Add +2.8% | 218,731 | $20.5M |
| Beacon Pointe Advisors, LLC | 0.21% | Add +0.7% | 217,893 | $20.5M |
| Sanctuary Advisors, LLC | 0.13% | Add +3.5% | 216,689 | $20.3M |
| MV Capital Management, Inc. | 2.08% | Reduce -2.0% | 215,522 | $20.2M |
| Adaptive Financial Consulting, LLC | 8.40% | Reduce -1.7% | 214,385 | $20.1M |
| Cassia Capital Partners, LLC | 12.09% | Reduce -2.0% | 214,064 | $20.1M |
| Custos Family Office, LLC | 6.39% | Reduce -0.2% | 213,518 | $20.0M |
| Summit Wealth Partners, LLC | 3.65% | Add +4.4% | 203,668 | $19.1M |
| Comerica Bank | 0.07% | Add +3.9% | 202,422 | $19.0M |
| Syntegra Private Wealth Group, LLC | 1.91% | Reduce -4.4% | 199,698 | $18.7M |
| Alliancebernstein L.P. | 0.01% | Add +3.3% | 197,483 | $18.5M |
| Wealth Advisors of Iowa, LLC | 6.83% | Reduce -0.6% | 194,616 | $18.3M |
| Intrust Bank NA | 1.60% | Add +0.7% | 192,102 | $18.0M |
| Mirae Asset Global Investments Co., Ltd. | 0.06% | Add +26.1% | 189,200 | $17.8M |
| Rockefeller Capital Management L.P. | 0.04% | Add +0.8% | 185,090 | $17.4M |
| Citigroup Inc. | 0.01% | Reduce -27.9% | 183,380 | $17.2M |
| OVERSEA-CHINESE BANKING Corp Ltd | 0.48% | New | 180,930 | $17.0M |
| AAF Wealth Management, LLC | 7.70% | New | 180,124 | $16.9M |
| Leonard Rickey Investment Advisors P.L.L.C. | 3.32% | Add +0.3% | 176,982 | $16.6M |
| Sequoia Financial Advisors, LLC | 0.11% | Reduce -28.2% | 176,246 | $16.5M |
| Flagship Private Wealth, LLC | 7.03% | Reduce -9.9% | 176,082 | $16.5M |
| Equitable Holdings, Inc. | 0.14% | Reduce -8.1% | 175,389 | $16.5M |
| Walled Lake Planning & Wealth Management, LLC | 5.28% | Add +1.6% | 172,268 | $16.2M |
| Carrera Capital Advisors | 3.25% | Reduce -6.0% | 172,072 | $16.2M |
| Apella Capital, LLC | 0.43% | Reduce -15.8% | 167,403 | $15.7M |
| Armbruster Capital Management, Inc. | 2.84% | Add +2.4% | 167,091 | $15.7M |
| Founders Financial Securities LLC | 1.19% | Add +62.4% | 166,800 | $15.7M |
| Trinity Wealth Management, LLC | 6.20% | Add +0.5% | 166,388 | $15.6M |
| Asset Advisors Investment Management, LLC | 1.54% | Add +2.4% | 166,089 | $15.6M |
| Darrow Company, Inc. | 7.81% | Add +2.6% | 164,325 | $15.4M |
| Financial Enhancement Group LLC | 2.17% | Add +1.3% | 163,904 | $15.2M |
| Banco Santander, S.A. | 0.14% | Add +94.6% | 161,696 | $15.2M |
| Sigma Planning Corp | 0.45% | Reduce -1.8% | 160,927 | $15.1M |
| Barrett & Company, Inc. | 5.58% | Add +7.4% | 158,643 | $14.9M |
| TD Capital Management LLC | 1.38% | Reduce -3.0% | 155,749 | $14.6M |
| Leelyn Smith, LLC | 2.33% | Add +0.6% | 151,432 | $14.2M |
| Barclays PLC | 0.01% | Add +19.3% | 147,905 | $13.9M |
| United Capital Financial Advisors, LLC | 0.11% | Add +1.3% | 147,099 | $13.8M |
| Baird Financial Group, Inc. | 0.02% | Add +6.2% | 145,748 | $13.7M |
| Insight Wealth Strategies, LLC | 1.66% | Reduce -0.6% | 139,642 | $13.2M |
| Enzi Wealth | 4.76% | Reduce -0.3% | 140,216 | $13.0M |
| Merit Financial Group, LLC | 0.14% | Add +40.6% | 137,220 | $12.9M |
| CreativeOne Wealth, LLC | 0.34% | Add +6.8% | 136,903 | $12.9M |
| Meridian Wealth Advisors, LLC | 2.03% | Add +11.9% | 136,747 | $12.8M |
| Wealth Management Resources, Inc. | 4.36% | Reduce -3.0% | 136,092 | $12.8M |
| Valley Wealth Managers, Inc. | 0.92% | New | 135,922 | $12.8M |
| D.A. Davidson & Co. | 0.09% | Reduce -5.0% | 135,670 | $12.7M |
| Anderson Hoagland & Co. | 1.21% | Reduce -0.0% | 135,357 | $12.7M |
| Money Concepts Capital Corp. | 0.84% | Add +8.8% | 133,665 | $12.5M |
| M&T Bank Corp | 0.04% | Reduce -6.3% | 132,924 | $12.5M |
| Ironwood Wealth Management, Inc. | 5.88% | Add +0.1% | 133,055 | $12.4M |
| White Pine Investment CO | 3.10% | Reduce -3.3% | 132,198 | $12.4M |
| KilterHowling LLC | 7.31% | Add +1.6% | 130,675 | $12.3M |
| Nations Financial Group Inc, /Ia/ | 0.84% | Add +28.1% | 130,625 | $12.3M |
| Birchbrook, Inc. | 6.52% | Reduce -1.4% | 129,631 | $12.2M |
| Beacon Bank & Trust | 2.74% | Add +7.4% | 127,676 | $12.0M |
| Fortune Financial Advisors, LLC | 9.55% | Add +3.0% | 126,507 | $11.9M |
| Legacy Advisory Services, LLC | 9.34% | Add +18.1% | 125,541 | $11.8M |
| &partners | 0.09% | Add +19.3% | 124,623 | $11.7M |
| NorthCoast Asset Management LLC | 0.05% | Reduce -5.1% | 123,914 | $11.6M |
| Kwmg, LLC | 1.08% | Add +1.3% | 122,844 | $11.5M |
| Goldman Sachs Group Inc. | 0.00% | Add +200.9% | 122,541 | $11.5M |
| Gerber Kawasaki Wealth & Investment Management | 0.44% | Reduce -0.8% | 121,516 | $11.4M |
| Spectrum Asset Management, Inc. (NB/CA) | 4.89% | Add +3.2% | 119,806 | $11.2M |
| Verus Capital Partners, LLC | 1.00% | Add +5.7% | 119,005 | $11.2M |
| MorganRosel Wealth Management, LLC | 2.99% | Add +14.7% | 116,624 | $10.9M |
| Capital Planning LLC | 3.42% | Reduce -1.1% | 115,938 | $10.9M |
| Garrett Wealth Advisory Group, LLC | 2.29% | Reduce -1.7% | 115,540 | $10.8M |
| Vestcor Inc | 0.33% | Add +1132.0% | 114,961 | $10.8M |
| Atom Investors LP | 0.94% | Add +4.0% | 112,508 | $10.6M |
| Clearstead Advisors, LLC | 0.15% | Reduce -3.8% | 112,432 | $10.6M |
| Evergreen Capital Management LLC | 0.32% | Add +13.0% | 112,045 | $10.5M |
| Sowell Financial Services LLC | 0.43% | Add +0.9% | 112,009 | $10.5M |
| Moneco Advisors, LLC | 0.98% | Add +4.2% | 111,733 | $10.5M |
| Cresset Asset Management, LLC | 0.05% | Reduce -11.2% | 111,661 | $10.5M |
| Winthrop Capital Management, LLC | 2.65% | Reduce -4.1% | 111,557 | $10.5M |
| Modus Advisors, LLC | 3.06% | Reduce -0.1% | 109,578 | $10.3M |
| J.W. Cole Advisors, Inc. | 0.22% | Add +29.8% | 108,791 | $10.2M |
| Lido Advisors, LLC | 0.05% | Reduce -5.4% | 107,828 | $10.1M |
| Ancora Advisors LLC | 0.21% | Add +10.7% | 107,186 | $10.1M |
| Brickley Wealth Management | 1.95% | Reduce -0.3% | 106,225 | $10.0M |
| AQR Capital Management | 0.01% | Add +31.6% | 105,617 | $9.9M |
| Jmac Enterprises LLC | 2.11% | Add +1.6% | 104,874 | $9.8M |
| New England Private Wealth Advisors LLC | 1.43% | Reduce -0.9% | 104,561 | $9.8M |
| Bellwether Advisors, LLC | 1.65% | Reduce -0.3% | 102,923 | $9.7M |
| Kennedy Investment Group, Inc. | 4.04% | Add +5.2% | 101,389 | $9.5M |
| Tyler-Stone Wealth Management | 1.53% | Reduce -3.4% | 101,023 | $9.5M |
| Bay Rivers Group | 4.34% | Add +1.9% | 100,976 | $9.5M |
| IHT Wealth Management, LLC | 0.26% | Reduce -0.7% | 99,471 | $9.3M |
| Snowden Capital Advisors LLC | 0.28% | Add +0.8% | 98,623 | $9.3M |
| Stock Yards Bank & Trust Co. | 0.31% | Reduce -5.8% | 98,004 | $9.2M |
| Tradition Wealth Management, LLC | 0.73% | Reduce -0.6% | 96,822 | $9.1M |
| Parallel Advisors, LLC | 0.18% | Add +11.7% | 95,801 | $9.0M |
| MA Private Wealth | 1.60% | Add +6.1% | 95,366 | $9.0M |
| Calamos Wealth Management LLC | 0.38% | Add +0.0% | 94,480 | $8.9M |
| BridgePort Financial Solutions, LLC | 2.90% | Add +5.1% | 93,082 | $8.7M |
| Sheridan Capital Management, LLC | 5.94% | Reduce -0.2% | 91,785 | $8.6M |
| Van Hulzen Asset Management, LLC | 0.72% | Add +2.1% | 91,573 | $8.6M |
| Diversify Advisory Services, LLC | 0.33% | Add +9.8% | 92,492 | $8.6M |
| Savant Capital, LLC | 0.06% | Reduce -2.3% | 89,225 | $8.4M |
| Blair William & Co. | 0.02% | Add +1.3% | 88,714 | $8.3M |
| Principal Securities, Inc. | 0.16% | Reduce -5.5% | 88,181 | $8.3M |
| Per Stirling Capital Management, LLC. | 1.08% | Add +1.8% | 87,984 | $8.3M |
| Mgo One Seven LLC | 0.26% | Reduce -36.7% | 87,122 | $8.2M |
| Aspiriant, LLC | 0.26% | Reduce -6.8% | 86,569 | $8.1M |
| Pecaut & Co. | 2.69% | Add +3.2% | 86,268 | $8.1M |
| Atria Wealth Solutions, Inc. | 0.18% | Reduce -66.6% | 84,757 | $8.0M |
| Ibex Wealth Advisors | 0.85% | Add +37.3% | 84,804 | $8.0M |
| Concurrent Investment Advisors, LLC | 0.15% | Add +48.5% | 83,985 | $7.9M |
| Spreng Capital Management, Inc. | 3.33% | Add +2.2% | 83,381 | $7.8M |
| Keeler & Nadler Financial Planning & Wealth Management | 3.07% | Reduce -0.9% | 81,697 | $7.7M |
| Prospera Financial Services Inc | 0.14% | Reduce -1.7% | 80,682 | $7.6M |
| SageView Advisory Group, LLC | 0.28% | Reduce -2.1% | 79,513 | $7.4M |
| Kelly Financial Group LLC | 2.15% | Add +7.0% | 79,083 | $7.4M |
| Silvercrest Asset Management Group LLC | 0.05% | Add +1931.2% | 79,076 | $7.4M |
| Kingswood Wealth Advisors, LLC | 0.59% | Reduce -2.5% | 78,967 | $7.4M |
| L. Roy Papp & Associates, LLP | 0.88% | Add +0.0% | 78,603 | $7.4M |
| Allworth Financial LP | 0.04% | Add +30.1% | 78,585 | $7.4M |
| Gladstone Institutional Advisory LLC | 0.30% | Reduce -2.0% | 78,252 | $7.3M |
| Mayflower Financial Advisors, LLC | 1.01% | Reduce -1.3% | 77,102 | $7.2M |
| Avant Capital LLC | 5.61% | Reduce -4.2% | 76,993 | $7.2M |
| Hibernia Wealth Partners, LLC | 2.61% | Add +103.3% | 76,157 | $7.1M |
| Good Life Advisors, LLC | 0.44% | Add +833.8% | 75,807 | $7.1M |
| Shepherd Kaplan Krochuk, LLC | 6.18% | Add +4.0% | 75,749 | $7.1M |
| World Investment Advisors | 0.16% | Reduce -52.6% | 75,601 | $7.1M |
| Aptus Capital Advisors, LLC | 0.07% | Reduce -0.6% | 75,224 | $7.1M |
| Mather Group, Llc. | 0.07% | Reduce -0.0% | 74,791 | $7.0M |
| Moloney Securities Asset Management, LLC | 0.87% | Add +1.0% | 74,587 | $7.0M |
| CPC Advisors, LLC | 0.88% | Reduce -21.5% | 74,586 | $7.0M |
| FAS Wealth Partners, Inc. | 0.51% | Add +0.2% | 74,030 | $6.9M |
| Essex Financial Services, Inc. | 0.45% | Reduce -1.4% | 73,609 | $6.9M |
| Running Point Capital Advisors, LLC | 1.90% | Reduce -7.0% | 73,246 | $6.9M |
| Family Capital Trust Co | 2.34% | Reduce -5.1% | 71,877 | $6.7M |
| Courier Capital LLC | 0.41% | Add +32.6% | 71,519 | $6.7M |
| Able Wealth Management LLC | 3.39% | Add +1.7% | 71,516 | $6.7M |
| Federation des caisses Desjardins du Quebec | 0.03% | Reduce -36.4% | 71,139 | $6.7M |
| Capstone Investment Advisors, LLC | 0.07% | Reduce -79.9% | 70,870 | $6.7M |
| Orion Porfolio Solutions, LLC | 0.06% | Add +2.4% | 70,687 | $6.6M |
| Select Asset Management & Trust | 2.26% | New | 70,420 | $6.6M |
| Perigon Wealth Management, LLC | 0.15% | Add +8.5% | 69,111 | $6.5M |
| Guerra Pan Advisors, LLC | 4.26% | Add +3.2% | 68,869 | $6.5M |
| Magnolia Capital Advisors LLC | 1.62% | Reduce -38.1% | 68,723 | $6.5M |
| Wharton Business Group, LLC | 0.27% | Reduce -4.2% | 68,473 | $6.4M |
| Investment Advisory Group, LLC | 1.94% | Reduce -0.5% | 68,268 | $6.4M |
| Allred Capital Management, LLC | 2.38% | Add +0.0% | 67,731 | $6.4M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -35.9% | 67,532 | $6.3M |
| Independence Bank of Kentucky | 0.90% | Reduce -0.4% | 67,358 | $6.3M |
| Allstate Corp. | 0.45% | New | 67,195 | $6.3M |
| Shore Point Advisors, LLC | 3.03% | Add +0.8% | 67,157 | $6.3M |
| Redwood Park Advisors LLC | 4.83% | Add +4.5% | 67,075 | $6.3M |
| Arkadios Wealth Advisors | 0.19% | Add +7.7% | 66,425 | $6.2M |
| Dakota Wealth Management | 0.13% | Reduce -2.6% | 66,102 | $6.2M |
| Csenge Advisory Group | 0.33% | Reduce -1.8% | 66,350 | $6.2M |
| Independent Financial Group, LLC | 0.17% | Add +3.8% | 66,093 | $6.2M |
| Alpine Bank Wealth Management | 0.94% | Add +20.3% | 65,988 | $6.2M |
| Summit Financial, LLC | 0.14% | Add +73.3% | 63,936 | $6.0M |
| Kathleen S. Wright Associates Inc. | 2.34% | Add +2.4% | 63,897 | $6.0M |
| AE Wealth Management LLC | 0.04% | Reduce -51.3% | 63,573 | $6.0M |
| Robertson Stephens Wealth Management, LLC | 0.20% | Add +112.6% | 62,801 | $5.9M |
| Hobbs Group Advisors, LLC | 2.01% | Reduce -5.0% | 62,771 | $5.9M |
| Foundations Investment Advisors, LLC | 0.09% | Add +5.8% | 61,445 | $5.8M |
| AlphaCore Capital LLC | 0.22% | Add +0.1% | 61,403 | $5.8M |
| Atria Investments, Inc | 0.07% | Add +1.1% | 61,350 | $5.8M |
| Sequent Asset Management, LLC | 4.60% | Reduce -4.9% | 61,347 | $5.8M |
| Choate Investment Advisors | 0.12% | No change | 60,973 | $5.7M |
| EP Wealth Advisors, LLC | 0.04% | Reduce -1.4% | 60,904 | $5.7M |
| Modern Wealth Management, LLC | 0.14% | Reduce -0.6% | 59,879 | $5.6M |
| High Net Worth Advisory Group LLC | 1.49% | Reduce -1.0% | 59,784 | $5.6M |
| Franklin Resources Inc. | 0.00% | Reduce -3.8% | 59,010 | $5.5M |
| Western Wealth Management, LLC | 0.33% | Reduce -2.5% | 58,485 | $5.5M |
| IFP Advisors, Inc | 0.16% | Add +12.6% | 58,400 | $5.5M |
| Corient Private Wealth LP | 0.01% | Reduce -7.7% | 58,104 | $5.5M |
| 1900 Wealth Management LLC | 0.41% | Reduce -0.1% | 57,650 | $5.4M |
| CFM Wealth Partners LLC | 0.85% | Add +6.0% | 57,210 | $5.4M |
| Apexium Financial, LP | 0.28% | Reduce -1.5% | 57,004 | $5.4M |
| Apollon Financial, LLC | 1.12% | Reduce -0.7% | 56,764 | $5.3M |
| Camden National Bank | 0.75% | Add +0.1% | 55,592 | $5.2M |
| Spire Wealth Management | 0.19% | Add +107.7% | 55,594 | $5.2M |
| Haverford Trust Co | 0.05% | Reduce -1.0% | 55,020 | $5.2M |
| Wells Financial Advisors INC | 7.08% | Reduce -10.2% | 54,908 | $5.2M |
| Colonial Trust Advisors | 0.42% | No change | 54,620 | $5.1M |
| WealthBridge Capital Management, LLC | 1.28% | Add +5.3% | 53,920 | $5.1M |
| VestGen Advisors, LLC | 0.20% | Reduce -30.4% | 53,535 | $5.0M |
| Caliber Wealth Management, LLC / KS | 0.54% | Add +1.7% | 53,095 | $5.0M |
| Tompkins Financial Corp. | 0.46% | Reduce -2.7% | 53,079 | $5.0M |
| Mutual Advisors, LLC | 0.12% | Reduce -14.1% | 52,006 | $4.9M |
| Roehl & Yi Investment Advisors, LLC | 2.49% | Reduce -5.3% | 51,901 | $4.9M |
| Gateway Wealth Partners, LLC | 0.91% | Add +4.0% | 50,930 | $4.8M |
| Apollon Wealth Management, LLC | 0.09% | Reduce -0.9% | 50,877 | $4.8M |
| Fragasso Financial Advisors Inc | 0.32% | Reduce -51.3% | 50,635 | $4.8M |
| Cordatus Wealth Management LLC | 1.17% | Reduce -0.6% | 50,530 | $4.7M |
| TD Waterhouse Canada Inc. | 0.03% | Add +35.9% | 50,042 | $4.7M |
| McNaughton Wealth Management, LLC | 2.09% | Reduce -2.8% | 49,825 | $4.7M |
| Capital Asset Advisory Services LLC | 0.21% | Reduce -7.2% | 48,745 | $4.6M |
| Advisory Services Network, LLC | 0.07% | Add +18.2% | 49,446 | $4.6M |
| Round Rock Advisors LLC | 0.79% | Reduce -1.8% | 48,774 | $4.6M |
| Axxcess Wealth Management, LLC | 0.11% | Reduce -8.4% | 48,745 | $4.6M |
| Milestone Investment Advisors LLC | 1.19% | Reduce -0.0% | 48,734 | $4.6M |
| Vise Technologies, Inc. | 0.19% | — | 48,449 | $4.5M |
| Ade, LLC | 2.40% | Reduce -5.3% | 48,154 | $4.5M |
| Cascades Capital Asset Management, LLC | 2.35% | Add +294.5% | 47,934 | $4.5M |
| RHS Financial, LLC | 2.54% | Reduce -8.1% | 47,693 | $4.5M |
| Carr Financial Group Corp | 1.32% | Reduce -15.8% | 47,480 | $4.5M |
| Crestwood Advisors Group, LLC | 0.08% | Reduce -1.9% | 47,355 | $4.4M |
| Vicus Capital | 0.36% | New | 46,495 | $4.4M |
| Petix & Botte Co | 1.07% | Reduce -1.3% | 46,339 | $4.3M |
| Focus Financial Network, Inc. | 0.17% | Add +0.6% | 46,221 | $4.3M |
| Cozad Asset Management Inc. | 0.38% | Reduce -1.4% | 45,742 | $4.3M |
| Rik Saylor Financial, Inc. | 3.30% | Reduce -0.3% | 45,636 | $4.3M |
| Woodside Wealth Management LLC | 3.65% | Reduce -0.6% | 45,241 | $4.2M |
| Journey Strategic Wealth LLC | 0.14% | Reduce -7.4% | 45,225 | $4.2M |
| Forefront Analytics, LLC | 4.74% | Reduce -0.2% | 45,174 | $4.2M |
| Fiduciary Trust Co | 0.05% | Reduce -2.3% | 45,071 | $4.2M |
| Bank of Montreal | 0.00% | Add +9.9% | 44,819 | $4.2M |
| Trilogy Capital Inc. | 0.20% | Reduce -18.6% | 44,802 | $4.2M |
| Quantinno Capital Management LP | 0.02% | Add +51.6% | 44,762 | $4.2M |
| Acorn Wealth Advisors, LLC | 1.54% | Reduce -4.4% | 44,038 | $4.1M |
| Global Retirement Partners, LLC | 0.10% | — | 43,897 | $4.1M |
| Legacy Private Trust Co. | 0.27% | Reduce -0.3% | 43,766 | $4.1M |
| Flagship Harbor Advisors, LLC | 0.19% | Reduce -3.2% | 43,537 | $4.1M |
| HHM Wealth Advisors, LLC | 0.48% | Reduce -1.8% | 43,093 | $4.0M |
| Emerald Advisors, LLC | 0.51% | Add +5.8% | 42,448 | $4.0M |
| Arkansas Financial Group, Inc. | 0.62% | Reduce -3.8% | 42,288 | $4.0M |
| Mandatum Life Insurance Co Ltd | 1.04% | Reduce -18.7% | 42,164 | $4.0M |
| Fidelis Capital Partners, LLC | 0.36% | Add +8.0% | 42,440 | $4.0M |
| Strategic Point Investment Advisors, LLC | 0.60% | Add +4.5% | 41,452 | $3.9M |
| IFG Advisory, LLC | 0.20% | Reduce -1.0% | 41,385 | $3.9M |
| Edmond DE Rothschild Holding S.A. | 0.06% | New | 41,161 | $3.9M |
| Squarepoint Ops LLC | 0.01% | New | 40,614 | $3.8M |
| Calton & Associates, Inc. | 0.66% | Add +469.9% | 40,526 | $3.8M |
| Cardinal Strategic Wealth Guidance | 1.10% | Reduce -0.1% | 40,484 | $3.8M |
| Ashton Thomas Private Wealth, LLC | 0.13% | Reduce -2.2% | 40,372 | $3.8M |
| Millennium Management | 0.00% | New | 40,334 | $3.8M |
| Weaver Consulting Group | 1.05% | Add +12.0% | 40,330 | $3.8M |
| Focus Partners Advisor Solutions, LLC | 0.05% | Add +38.7% | 40,233 | $3.8M |
| Great Valley Advisor Group, Inc. | 0.08% | Reduce -9.6% | 40,196 | $3.8M |
| Keystone Financial Group | 0.34% | Add +4.3% | 39,779 | $3.7M |
| Muirfield Wealth Advisors LLC | 2.94% | Reduce -1.0% | 39,413 | $3.7M |
| Houlihan Financial Resource Group, Ltd. | 1.51% | Reduce -1.6% | 38,980 | $3.6M |
| McMorgan & Co. LLC | 0.54% | Reduce -3.5% | 38,700 | $3.6M |
| Prime Capital Investment Advisors, LLC | 0.05% | Reduce -30.0% | 38,696 | $3.6M |
| Bell Investment Advisors, Inc | 0.62% | Add +0.2% | 38,475 | $3.6M |
| Commerce Bank | 0.02% | Reduce -3.6% | 38,456 | $3.6M |
| Brandywine Oak Private Wealth LLC | 0.33% | Reduce -1.3% | 38,420 | $3.6M |
| Yeomans Consulting Group, Inc. | 1.49% | Add +2.7% | 38,246 | $3.6M |
| CGN Advisors LLC | 0.32% | Reduce -0.8% | 38,029 | $3.6M |
| Daiwa Securities Group Inc. | 0.01% | Reduce -4.3% | 38,000 | $3.6M |
| Strategic Blueprint, LLC | 0.17% | Reduce -2.1% | 37,859 | $3.6M |
| Pathstone Holdings, LLC | 0.01% | Reduce -4.3% | 38,569 | $3.5M |
| Cora Capital Advisors LLC | 1.58% | Reduce -0.9% | 37,793 | $3.5M |
| Sagard Holdings Management Inc. | 9.91% | — | 37,714 | $3.5M |
| Saxon Interests, Inc. | 1.65% | No change | 37,641 | $3.5M |
| Vermillion & White Wealth Management Group, LLC | 2.27% | Add +0.6% | 37,263 | $3.5M |
| Arax Advisory Partners | 0.16% | Add +5.6% | 36,862 | $3.5M |
| Brass Tax Wealth Management, Inc. | 0.67% | Reduce -1.5% | 36,833 | $3.5M |
| Composition Wealth, LLC | 0.06% | Add +71.3% | 36,710 | $3.4M |
| Croban | 2.94% | New | 36,619 | $3.4M |
| Cynosure Group, LLC | 0.39% | Add +0.3% | 36,320 | $3.4M |
| Investment Partners, LTD. | 1.29% | Add +0.1% | 36,318 | $3.4M |
| GPS Wealth Strategies Group, LLC | 0.39% | Reduce -6.0% | 36,218 | $3.4M |
| Sugar Maple Asset Management, LLC | 2.65% | Reduce -21.8% | 36,156 | $3.4M |
| Signature Estate & Investment Advisors LLC | 0.08% | Reduce -1.7% | 36,104 | $3.4M |
| Absolute Capital Management, LLC | 1.70% | Reduce -2.9% | 35,999 | $3.4M |
| CX Institutional | 0.12% | Reduce -3.4% | 35,522 | $3.3M |
| BCM Advisors, LLC | 0.71% | Add +4.7% | 35,455 | $3.3M |
| Cyndeo Wealth Partners, LLC | 0.20% | Reduce -6.0% | 35,111 | $3.3M |
| GGM Financial LLC | 1.91% | Reduce -5.6% | 35,098 | $3.3M |
| Syverson Strege & Co | 0.77% | Add +11.8% | 34,935 | $3.3M |
| Brown Wealth Management, LLC | 1.01% | Reduce -2.8% | 34,724 | $3.3M |
| 10Elms LLP | 3.61% | Add +4.1% | 34,709 | $3.3M |
| Financial Advocates Investment Management | 0.27% | Reduce -30.0% | 34,680 | $3.3M |
| One Wealth Advisors, LLC | 0.45% | Reduce -7.0% | 34,429 | $3.2M |
| Defined Wealth Management, LLC | 2.00% | Add +0.7% | 34,410 | $3.2M |
| Foster Group, Inc. | 0.11% | Add +2.0% | 34,361 | $3.2M |
| Mullooly Asset Management, Inc. | 1.35% | Add +0.0% | 34,159 | $3.2M |
| Diversified Enterprises, LLC | 0.24% | Reduce -1.9% | 33,983 | $3.2M |
| Curtis Advisory Group, LLC | 0.80% | Reduce -35.2% | 33,946 | $3.2M |
| Mechanics Bank Trust Department | 0.46% | Reduce -8.8% | 33,810 | $3.2M |
| Tacita Capital Inc | 2.03% | No change | 33,698 | $3.2M |
| Marino, Stram & Associates LLC | 0.64% | Reduce -3.9% | 33,600 | $3.2M |
| Delta Wealth Advisors LLC | 2.63% | Reduce -9.5% | 33,410 | $3.1M |
| Guardian Wealth Advisors, LLC / NC | 0.22% | Reduce -1.2% | 33,281 | $3.1M |
| Pallas Capital Advisors LLC | 0.12% | Reduce -4.2% | 33,110 | $3.1M |
| Family Manage LLC | 0.47% | Add +86.8% | 32,970 | $3.1M |
| Aries Wealth Management | 0.79% | Reduce -17.4% | 32,318 | $3.0M |
| O'shaughnessy Asset Management, LLC | 0.02% | Add +12.3% | 31,733 | $3.0M |
| Sarver Vrooman Wealth Advisors | 1.96% | Add +0.2% | 31,425 | $2.9M |
| Maridea Wealth Management LLC | 0.77% | Add +4.3% | 31,318 | $2.9M |
| Capital Investment Advisory Services, LLC | 0.24% | Add +0.8% | 31,085 | $2.9M |
| Level Four Advisory Services, LLC | 0.11% | Reduce -5.5% | 30,942 | $2.9M |
| First Heartland Consultants, Inc. | 0.26% | Add +0.6% | 30,850 | $2.9M |
| Waverly Advisors, LLC | 0.03% | Reduce -7.1% | 30,493 | $2.9M |
| Performance Wealth Partners, LLC | 0.09% | New | 30,477 | $2.9M |
| Johnson Financial Group, Inc. | 0.13% | Reduce -2.8% | 30,433 | $2.9M |
| Sax Wealth Advisors, LLC | 0.17% | Reduce -1.8% | 30,392 | $2.9M |
| Trademark Financial Management, LLC | 1.74% | Add +936.9% | 30,361 | $2.8M |
| Farther Finance Advisors, LLC | 0.06% | Reduce -15.4% | 30,352 | $2.8M |
| Bowman & Co S.C. | 1.28% | Reduce -0.8% | 30,325 | $2.8M |
| Nwam LLC | 0.17% | Reduce -3.1% | 30,566 | $2.8M |
| Simplicity Wealth,LLC | 0.12% | Add +65.3% | 29,855 | $2.8M |
| Ameritas Advisory Services, LLC | 0.15% | Reduce -57.4% | 29,687 | $2.8M |
| Golden State Wealth Management, LLC | 0.34% | Add +56.7% | 29,657 | $2.8M |
| Patriot Investment Management Group, Inc. | 0.19% | Add +0.0% | 29,461 | $2.8M |
| Mascoma Wealth Management LLC | 0.64% | Add +0.0% | 29,405 | $2.8M |
| Milestone Asset Management Group, LLC | 2.04% | Add +0.8% | 29,344 | $2.8M |
| Visionary Wealth Advisors | 0.14% | Reduce -1.8% | 29,218 | $2.7M |
| New England Asset Management Inc. | 0.44% | No change | 29,150 | $2.7M |
| Partners Capital Investment Group, LLP | 0.11% | Add +0.4% | 29,108 | $2.7M |
| Wealth Management Partners, LLC | 0.96% | Reduce -2.0% | 29,011 | $2.7M |
| Delos Wealth Advisors, LLC | 2.12% | Reduce -7.7% | 28,894 | $2.7M |
| Cary Street Partners Financial LLC | 0.08% | Add +2.6% | 28,887 | $2.7M |
| Lodestar Private Asset Management LLC | 0.31% | Reduce -5.9% | 28,828 | $2.7M |
| Pension & Wealth Management Advisors, Inc. | 0.89% | Reduce -0.3% | 28,159 | $2.6M |
| FORM Wealth Advisors, LLC | 0.32% | Reduce -87.9% | 27,911 | $2.6M |
| Legacy Financial Advisors, Inc. | 0.41% | Reduce -17.1% | 27,869 | $2.6M |
| ETF Store, Inc. | 3.01% | Reduce -6.5% | 27,644 | $2.6M |
| Natixis Advisors, LLC | 0.00% | Add +5.5% | 27,547 | $2.6M |
| Kingsview Wealth Management, LLC | 0.04% | Add +1.4% | 26,766 | $2.5M |
| Capital Insight Partners, LLC | 0.43% | Add +266.8% | 26,501 | $2.5M |
| Hoese & Co LLP | 2.00% | Reduce -39.0% | 26,472 | $2.5M |
| Blake Schutter Theil Wealth Advisors, LLC | 2.80% | Reduce -0.7% | 26,301 | $2.5M |
| Marshall Wace, LLP | 0.00% | No change | 26,000 | $2.4M |
| Keebeck Wealth Management | 0.32% | Reduce -1.4% | 25,837 | $2.4M |
| Santori & Peters, Inc. | 0.88% | Reduce -0.2% | 25,831 | $2.4M |
| UMB Bank, n.a. | 0.04% | Reduce -0.8% | 25,395 | $2.4M |
| Capital Analysts, LLC | 0.08% | Add +6.1% | 25,228 | $2.4M |
| WT Wealth Management | 0.70% | Add +103.7% | 25,142 | $2.4M |
| Regal Investment Advisors LLC | 0.18% | Add +1.1% | 25,130 | $2.4M |
| Ballew Advisors, Inc | 1.39% | Add +0.3% | 24,955 | $2.3M |
| Whittier Trust Co. | 0.03% | No change | 25,011 | $2.3M |
| MGB Wealth Management, LLC | 0.77% | Reduce -1.1% | 25,008 | $2.3M |
| Summit Investment Advisory Services, LLC | 1.02% | Reduce -0.3% | 24,972 | $2.3M |
| First Citizens Bank & Trust Co. | 0.04% | Reduce -35.1% | 24,934 | $2.3M |
| ACT Advisors, LLC. | 1.08% | Reduce -2.3% | 24,897 | $2.3M |
| Fiduciary Financial Group, LLC | 0.42% | Reduce -1.2% | 24,670 | $2.3M |
| Detalus Advisors, LLC | 0.67% | Add +0.3% | 24,624 | $2.3M |
| Strategic Family Wealth Counselors, L.L.C. | 0.66% | Reduce -0.4% | 24,545 | $2.3M |
| DecisionMap Wealth Management, LLC | 1.58% | Add +3.4% | 24,520 | $2.3M |
| Atlas Private Wealth Advisors | 0.29% | Add +35.3% | 24,085 | $2.3M |
| Icon Wealth Advisors, LLC | 0.16% | Add +16.8% | 24,021 | $2.3M |
| Kensington Asset Management, LLC | 0.17% | New | 23,980 | $2.3M |
| D. E. Shaw & Co. | 0.00% | Reduce -56.3% | 23,930 | $2.2M |
| Diversified Trust Co. | 0.05% | No change | 23,785 | $2.2M |
| Strategic Investment Advisors / MI | 0.22% | Add +9.8% | 23,795 | $2.2M |
| National Bank of Canada | 0.00% | Add +0.4% | 23,714 | $2.2M |
| 180 Wealth Advisors, LLC | 0.31% | Reduce -7.7% | 23,689 | $2.2M |
| Signaturefd, LLC | 0.04% | Reduce -8.4% | 23,671 | $2.2M |
| Hicks Capital Management LLC | 3.49% | Reduce -0.8% | 23,525 | $2.2M |
| TPG Advisors LLC | 1.59% | Reduce -0.6% | 23,382 | $2.2M |
| Summit Trail Advisors, LLC | 0.04% | Reduce -10.4% | 23,221 | $2.2M |
| Hilltop Partners LLC | 0.66% | Reduce -0.7% | 23,131 | $2.2M |
| Centurion Wealth Management LLC | 0.62% | Reduce -0.7% | 22,927 | $2.2M |
| Avior Wealth Management, LLC | 0.07% | Add +13.3% | 22,685 | $2.1M |
| Roof Eidam Maycock Peralta, LLC | 0.52% | No change | 22,460 | $2.1M |
| Arcus Capital Partners, LLC | 0.89% | Add +4.3% | 21,911 | $2.1M |
| Astoria Portfolio Advisors LLC. | 0.58% | Add +3.7% | 21,830 | $2.1M |
| Vanguard Group Inc. | 0.00% | Add +0.1% | 21,850 | $2.1M |
| Tanglewood Legacy Advisors, LLC | 0.84% | Reduce -17.3% | 21,827 | $2.0M |
| PFG Investments, LLC | 0.12% | Add +3.4% | 21,787 | $2.0M |
| Friedenthal Financial | 1.12% | Reduce -1.3% | 21,691 | $2.0M |
| Tranquilli Financial Advisor LLC | 1.26% | Add +38.4% | 21,640 | $2.0M |
| Tritonpoint Wealth, LLC | 0.19% | Reduce -0.9% | 21,560 | $2.0M |
| Harbour Investments, Inc. | 0.05% | Add +1.4% | 21,556 | $2.0M |
| Scotia Capital Inc. | 0.01% | Add +7.0% | 21,504 | $2.0M |
| Forvis Mazars Wealth Advisors, LLC | 0.04% | Add +3.0% | 21,084 | $2.0M |
| Bernardo Wealth Planning LLC | 0.43% | Reduce -0.1% | 21,068 | $2.0M |
| Mosaic Family Wealth Partners, LLC | 0.25% | Add +0.0% | 20,905 | $2.0M |
| Symphony Financial Services, Inc. | 1.17% | Add +7.6% | 20,864 | $2.0M |
| Fort Point Capital Partners LLC | 0.20% | Reduce -0.7% | 20,805 | $2.0M |
| Shepherd Financial Partners LLC | 0.21% | Reduce -12.9% | 20,790 | $2.0M |
| Forum Private Client Group LLC | 0.75% | Reduce -5.2% | 20,649 | $1.9M |
| Ellis Investment Partners, LLC | 0.37% | Reduce -5.3% | 20,433 | $1.9M |
| CW Advisors, LLC | 0.02% | Add +114.3% | 20,408 | $1.9M |
| Almanack Investment Partners, LLC. | 0.30% | Add +0.6% | 20,319 | $1.9M |
| PCA Investment Advisory Services Inc. | 0.80% | Reduce -2.3% | 20,318 | $1.9M |
| CoreCap Advisors, LLC | 0.08% | Add +3.4% | 20,057 | $1.9M |
| Cowa, LLC | 0.72% | New | 20,003 | $1.9M |
| Elevate Wealth Advisory, Inc. | 1.33% | Add +10.0% | 19,865 | $1.9M |
| Advisory Alpha, LLC | 0.06% | Add +11.8% | 19,761 | $1.9M |
| Northern Trust Corp. | 0.00% | Add +19.6% | 19,611 | $1.8M |
| 5T Wealth, LLC | 0.93% | Reduce -0.7% | 19,494 | $1.8M |
| Stephens Inc. | 0.03% | Reduce -4.1% | 19,449 | $1.8M |
| Black Diamond Financial, LLC | 0.28% | Add +0.3% | 19,435 | $1.8M |
| Manchester Capital Management LLC | 0.24% | No change | 19,400 | $1.8M |
| Baring Financial LLC | 1.36% | Reduce -5.6% | 19,364 | $1.8M |
| GFG Capital, LLC | 0.54% | Reduce -0.2% | 19,313 | $1.8M |
| Ascent Wealth Partners, LLC | 0.22% | Reduce -2.0% | 19,269 | $1.8M |
| Cubist Systematic Strategies, LLC | 0.02% | New | 19,154 | $1.8M |
| Welch & Forbes LLC | 0.02% | No change | 19,116 | $1.8M |
| Trustmark Bank Trust Department | 0.12% | Reduce -5.5% | 18,994 | $1.8M |
| Fortis Group Advisors, LLC | 0.32% | Reduce -4.3% | 19,213 | $1.8M |
| Smith, Moore & Co. | 0.15% | Reduce -8.0% | 18,906 | $1.8M |
| M Holdings Securities, Inc. | 0.30% | New | 19,023 | $1.8M |
| Retirement Planning Group, LLC | 0.08% | Reduce -1.8% | 18,860 | $1.8M |
| BCGM Wealth Management, LLC | 0.50% | Add +0.3% | 18,815 | $1.8M |
| Strategy Asset Managers LLC | 0.33% | Add +0.6% | 18,790 | $1.8M |
| Benjamin Edwards Inc. | 0.02% | Add +64.9% | 18,543 | $1.7M |
| Shufro Rose & Co. LLC | 0.14% | Reduce -0.6% | 18,467 | $1.7M |
| Sapient Capital LLC | 0.03% | No change | 18,422 | $1.7M |
| Integrated Advisors Network LLC | 0.08% | Add +9.4% | 18,353 | $1.7M |
| Townsend Asset Management Corp. /NC/ | 0.62% | Reduce -8.4% | 18,320 | $1.7M |
| Milestones Private Investment Advisors LLC | 1.26% | — | 18,194 | $1.7M |
| Sage Mountain Advisors LLC | 0.11% | No change | 18,047 | $1.7M |
| Ergawealth Advisors, Inc. | 0.76% | Reduce -0.6% | 17,916 | $1.7M |
| PFG Advisors | 0.08% | Reduce -1.3% | 17,892 | $1.7M |
| Safeguard Investment Advisory Group, LLC | 0.42% | Reduce -7.5% | 17,795 | $1.7M |
| Sweeney & Michel, LLC | 0.59% | Reduce -0.8% | 17,933 | $1.7M |
| Intellectus Partners, LLC | 0.36% | Add +0.2% | 17,471 | $1.6M |
| CIBC Private Wealth Group LLC | 0.00% | Add +1.9% | 17,460 | $1.6M |
| Private Trust Co. NA | 0.16% | Reduce -14.0% | 17,427 | $1.6M |
| Sachetta, LLC | 0.64% | Reduce -0.9% | 17,359 | $1.6M |
| Salem Investment Counselors Inc. | 0.05% | Add +121.3% | 17,259 | $1.6M |
| Aspire Growth Partners LLC | 1.32% | Add +0.3% | 17,220 | $1.6M |
| CFS Investment Advisory Services, LLC | 0.13% | Reduce -3.9% | 17,099 | $1.6M |
| Roman Butler Fullerton & Co. | 0.47% | Reduce -0.2% | 17,003 | $1.6M |
| NWF Advisory Services Inc. | 0.19% | Reduce -1.0% | 17,065 | $1.6M |
| Kaydan Wealth Management, Inc. | 0.52% | Reduce -0.8% | 16,982 | $1.6M |
| NewEdge Wealth, LLC | 0.02% | Reduce -11.6% | 17,143 | $1.6M |
| Wealthcare Advisory Partners LLC | 0.04% | Reduce -25.5% | 16,833 | $1.6M |
| Compass Capital Corp. /Ma/ | 0.74% | No change | 17,047 | $1.6M |
| Bessemer Group Inc. | 0.00% | Add +22.5% | 16,786 | $1.6M |
| Creekside Partners | 0.74% | Add +0.1% | 16,633 | $1.6M |
| Ascentis Independent Advisors | 0.29% | Reduce -0.8% | 16,497 | $1.5M |
| Flow Traders U.S. LLC | 0.06% | Reduce -47.5% | 16,447 | $1.5M |
| Wescott Financial Advisory Group, LLC | 0.15% | Reduce -0.8% | 16,356 | $1.5M |
| Cypress Wealth Services, LLC | 0.27% | Reduce -2.7% | 16,168 | $1.5M |
| CCG Wealth Management, LLC | 0.79% | No change | 16,047 | $1.5M |
| Centric Wealth Management | 0.36% | Add +0.3% | 16,192 | $1.5M |
| Center For Asset Management LLC | 0.93% | Add +32.4% | 16,938 | $1.5M |
| Comprehensive Financial Consultants Institutional, Inc. | 0.49% | Reduce -4.4% | 15,997 | $1.5M |
| Brown Advisory Inc. | 0.00% | Reduce -5.7% | 15,979 | $1.5M |
| Dohj, LLC | 0.43% | Reduce -1.4% | 16,437 | $1.5M |
| Granite FO LLC | 0.84% | Reduce -21.7% | 15,822 | $1.5M |
| Brueske Advisory Services, LLC | 1.00% | Reduce -3.7% | 15,681 | $1.5M |
| BXM Wealth LLC | 1.75% | Reduce -2.2% | 15,674 | $1.5M |
| Lanark Financial, Inc. | 0.12% | No change | 15,358 | $1.4M |
| Compound Planning, Inc. | 0.05% | Reduce -4.3% | 15,297 | $1.4M |
| Smartleaf Asset Management LLC | 0.13% | Add +41.4% | 15,427 | $1.4M |
| Southland Equity Partners LLC | 0.31% | Reduce -0.4% | 15,266 | $1.4M |
| Kirtland Hills Capital Management, LLC | 0.66% | Add +162.6% | 15,213 | $1.4M |
| HB Wealth Management, LLC | 0.01% | Reduce -23.9% | 15,170 | $1.4M |
| International Assets Investment Management, LLC | 0.11% | Add +0.7% | 15,132 | $1.4M |
| Gotham Asset Management | 0.01% | New | 15,087 | $1.4M |
| Claro Advisors Inc. | 0.23% | Add +3.1% | 14,978 | $1.4M |
| Cardiff Park Advisors, LLC | 0.12% | Add +0.0% | 14,887 | $1.4M |
| Thoroughbred Financial Services, LLC | 0.10% | Reduce -9.1% | 14,798 | $1.4M |
| Kestra Private Wealth Services, LLC | 0.02% | Reduce -1.5% | 14,790 | $1.4M |
| Brighton Jones LLC | 0.04% | Add +10.5% | 14,783 | $1.4M |
| Wetzel Investment Advisors, Inc. | 0.64% | Reduce -23.4% | 14,762 | $1.4M |
| Jaffetilchin Investment Partners, LLC | 0.09% | Add +0.3% | 14,721 | $1.4M |
| Inscription Capital, LLC | 0.20% | Add +6.6% | 14,691 | $1.4M |
| IRON Financial LLC | 0.73% | Reduce -29.6% | 14,681 | $1.4M |
| Keystone Wealth Services, LLC | 0.33% | Reduce -0.5% | 14,680 | $1.4M |
| McDonald Partners LLC | 0.33% | No change | 14,625 | $1.4M |
| Tranquility Partners, LLC | 0.49% | Add +3.3% | 14,591 | $1.4M |
| Signal Advisors Wealth, LLC | 0.11% | Add +4.8% | 14,577 | $1.4M |
| NorthRock Partners, LLC | 0.04% | Reduce -9.0% | 14,536 | $1.4M |
| Verdence Capital Advisors LLC | 0.09% | Reduce -6.0% | 14,529 | $1.4M |
| Jacobi Capital Management LLC | 0.09% | Add +0.4% | 14,435 | $1.4M |
| Ridgewood Investments LLC | 0.58% | Add +0.1% | 14,326 | $1.3M |
| Syntax Research, Inc. | 0.95% | Add +116.4% | 14,309 | $1.3M |
| New Insight Wealth Advisors | 0.55% | Reduce -0.8% | 14,213 | $1.3M |
| Provident Wealth Management, LLC | 0.44% | Reduce -0.1% | 14,211 | $1.3M |
| Retireful, LLC | 0.92% | Add +29.9% | 14,199 | $1.3M |
| Nova R Wealth, Inc. | 0.62% | Reduce -0.9% | 14,169 | $1.3M |
| Bravias Capital Group, LLC | 0.98% | Add +12.3% | 14,161 | $1.3M |
| Macquarie Group Ltd. | 0.00% | Add +4647.1% | 14,099 | $1.3M |
| Peddock Capital Advisors, LLC | 0.31% | Add +13.5% | 14,061 | $1.3M |
| Goldstone Financial Group, LLC | 0.17% | Reduce -1.9% | 14,016 | $1.3M |
| Capital Market Strategies LLC | 0.92% | Reduce -20.7% | 14,011 | $1.3M |
| Perennial Investment Advisors, LLC | 0.13% | Add +0.4% | 14,004 | $1.3M |
| Gries Financial LLC | 0.24% | Reduce -19.7% | 13,973 | $1.3M |
| Ausdal Financial Partners, Inc. | 0.09% | Add +7.8% | 13,892 | $1.3M |
| Elevate Capital Advisors, LLC | 1.04% | New | 13,889 | $1.3M |
| Cherry Tree Wealth Management, LLC | 0.30% | Reduce -0.2% | 13,783 | $1.3M |
| Concentrum Wealth Management | 0.40% | Reduce -4.9% | 13,719 | $1.3M |
| ShoreHaven Wealth Partners, LLC | 0.52% | Reduce -0.0% | 13,461 | $1.3M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.17% | Add +5.5% | 13,395 | $1.3M |
| Advisor Resource Council | 0.61% | Reduce -29.8% | 13,324 | $1.3M |
| Yarger Wealth Strategies, LLC | 0.65% | Add +0.3% | 13,199 | $1.2M |
| Physician Wealth Advisors, Inc. | 0.19% | Reduce -9.0% | 13,193 | $1.2M |
| Atlas Legacy Advisors, LLC | 0.27% | Reduce -1.8% | 13,153 | $1.2M |
| Kathmere Capital Management, LLC | 0.09% | Add +3.4% | 13,067 | $1.2M |
| Wealth Management Associates, Inc. | 0.47% | Add +5.0% | 13,002 | $1.2M |
| Mattern Wealth Management LLC | 0.25% | Add +2.0% | 12,885 | $1.2M |
| JMG Financial Group, Ltd. | 0.04% | No change | 12,847 | $1.2M |
| Centaurus Financial, Inc. | 0.07% | Add +13.2% | 12,821 | $1.2M |
| Maia Wealth LLC | 0.23% | Reduce -5.3% | 12,790 | $1.2M |
| New Century Financial Group, LLC | 1.41% | Add +369.6% | 12,772 | $1.2M |
| West Wealth Group, LLC | 0.30% | Add +9.2% | 12,862 | $1.2M |
| Moors & Cabot, Inc. | 0.06% | Add +7.1% | 12,658 | $1.2M |
| Ewa, LLC | 0.37% | Reduce -10.8% | 12,658 | $1.2M |
| Destiny Wealth Partners, LLC | 0.16% | Reduce -2.1% | 12,402 | $1.2M |
| Summit X, LLC | 0.21% | Reduce -4.5% | 12,243 | $1.1M |
| CFO4Life Group, LLC | 0.18% | Add +0.1% | 12,209 | $1.1M |
| Tiaa Trust, National Association | 0.00% | Add +3.9% | 12,169 | $1.1M |
| Grandview Asset Management LLC | 0.36% | Add +436.7% | 12,124 | $1.1M |
| VERITY Wealth Advisors | 0.76% | Add +0.9% | 12,118 | $1.1M |
| Stark Wealth Management LLC | 1.62% | New | 12,200 | $1.1M |
| Sovran Advisors, LLC | 0.12% | Add +71.7% | 12,118 | $1.1M |
| PKS Advisory Services, LLC | 0.28% | Reduce -11.2% | 10,165 | $1.1M |
| Chicago Partners Investment Group LLC | 0.03% | Add +1.6% | 11,878 | $1.1M |
| Armstrong Advisory Group, Inc. | 0.08% | No change | 11,807 | $1.1M |
| Integrity Alliance, Llc. | 0.06% | Reduce -49.6% | 11,733 | $1.1M |
| Goldstein Advisors, LLC | 0.15% | Add +6.0% | 11,691 | $1.1M |
| K2 Financial Inc. | 0.96% | Reduce -0.3% | 11,796 | $1.1M |
| Apeiron RIA LLC | 0.28% | Add +9.3% | 11,472 | $1.1M |
| PMG Wealth Management, Inc. | 0.89% | Reduce -1.2% | 11,458 | $1.1M |
| First Financial Bank - Trust Division | 0.09% | Reduce -3.3% | 11,452 | $1.1M |
| Strait & Sound Wealth Management LLC | 0.46% | Add +10.6% | 11,418 | $1.1M |
| Guidance Point Advisors, LLC | 0.28% | Reduce -43.8% | 11,350 | $1.1M |
| TTP Investments, Inc. | 0.35% | No change | 11,344 | $1.1M |
| BNP Paribas Financial Markets | 0.00% | Reduce -78.2% | 11,326 | $1.1M |
| Certus Wealth Management, LLC | 0.68% | Add +7.9% | 11,303 | $1.1M |
| Opes Wealth Management LLC | 0.19% | Reduce -0.9% | 11,143 | $1.0M |
| Great Diamond Partners, LLC | 0.22% | Reduce -3.9% | 11,143 | $1.0M |
| Institute for Wealth Management, LLC. | 0.12% | Reduce -80.9% | 11,114 | $1.0M |
| LongView Wealth Management | 0.32% | Add +0.8% | 11,099 | $1.0M |
| Heck Capital Advisors, LLC | 0.09% | Add +105.0% | 11,046 | $1.0M |
| Moneta Group Investment Advisors LLC | 0.01% | Reduce -0.8% | 10,958 | $1.0M |
| Old North State Trust, LLC | 0.70% | Add +15.5% | 10,864 | $1.0M |
| Graves Light Lenhart Wealth, Inc. | 0.12% | Reduce -0.1% | 10,812 | $1.0M |
| Avaii Wealth Management, LLC | 0.45% | Reduce -0.4% | 10,782 | $1.0M |
| J Hagan Capital, Inc. | 0.68% | New | 10,872 | $1.0M |
| Oxinas Partners, LLC | 0.52% | Add +6.8% | 10,761 | $1.0M |
| Novus Advisors, LLC | 1.53% | Reduce -27.0% | 10,679 | $1.0M |
| Lincoln Capital LLC | 0.19% | Reduce -0.0% | 10,650 | $1000K |
| Liberty Wealth Management LLC | 0.16% | New | 10,637 | $998K |
| Stephen J. Garry & Associates, LLC | 0.86% | Reduce -2.4% | 10,580 | $993K |
| Trust Point Inc. | 0.09% | Add +1.6% | 10,571 | $992K |
| High Falls Advisors, Inc | 0.22% | Add +6.8% | 10,559 | $991K |
| Transcend Capital Advisors, LLC | 0.08% | Reduce -0.5% | 10,408 | $977K |
| KM Capital Management Ltd. | 0.48% | Reduce -34.2% | 10,384 | $975K |
| Three Magnolias Financial Advisors, LLC | 0.68% | Add +0.0% | 10,378 | $974K |
| Sound View Wealth Advisors Group, LLC | 0.07% | Reduce -1.2% | 10,373 | $974K |
| FRG Family Wealth Advisors LLC | 0.17% | No change | 10,355 | $972K |
| WBH Advisory Inc. | 0.08% | Add +2.4% | 10,322 | $969K |
| Independence Asset Advisors, LLC | 0.60% | Add +0.2% | 10,311 | $968K |
| Arrowroot Family Office, LLC | 0.43% | — | 10,225 | $960K |
| Dorsey & Whitney Trust CO LLC | 0.05% | Reduce -23.4% | 10,203 | $958K |
| O'Brien Wealth Partners LLC | 0.15% | No change | 10,190 | $957K |
| NorthCrest Asset Manangement, LLC | 0.03% | Add +22.9% | 10,147 | $955K |
| Security Financial Services, INC. | 0.17% | Add +6.0% | 10,173 | $955K |
| C2C Wealth Management, LLC | 0.86% | Reduce -2.9% | 10,165 | $954K |
| Snider Financial Group | 0.28% | Add +4.7% | 10,164 | $954K |
| Uptick Partners, LLC | 0.27% | Add +5.9% | 10,120 | $950K |
| Soltis Investment Advisors LLC | 0.07% | Add +9.8% | 10,092 | $947K |
| Beacon Financial Advisory LLC | 0.24% | Add +1.3% | 10,046 | $943K |
| Tolleson Wealth Management, Inc. | 0.16% | No change | 10,025 | $941K |
| Accredited Investor Services, LLC | 0.70% | Reduce -2.6% | 9,864 | $926K |
| Wealthfront Advisers LLC | 0.00% | Add +46.7% | 9,831 | $923K |
| Creekmur Asset Management LLC | 0.16% | Reduce -6.6% | 9,821 | $922K |
| ProVise Management Group, LLC | 0.07% | Add +3.8% | 9,740 | $914K |
| Investment Partners Asset Management, Inc. | 0.64% | Add +6.6% | 9,730 | $913K |
| KOM Wealth Management Group, LLC | 0.72% | Add +0.1% | 9,715 | $912K |
| Northwest Financial Advisors | 1.27% | No change | 9,681 | $909K |
| Meitav Investment House Ltd. | 0.01% | No change | 9,652 | $906K |
| SCS Capital Management LLC | 0.01% | Add +152.9% | 9,577 | $899K |
| Cibc World Market Inc. | 0.00% | Add +12.7% | 9,577 | $899K |
| DAVENPORT & Co LLC | 0.01% | Add +117.5% | 9,560 | $897K |
| PTM Wealth Management, LLC | 0.59% | Add +0.4% | 9,508 | $895K |
| Schrum Private Wealth Management LLC | 0.71% | Add +1.4% | 9,405 | $883K |
| Susquehanna International Group, LLP | 0.00% | Add +3.0% | 9,394 | $882K |
| Asset Dedication, LLC | 0.06% | Add +10.3% | 9,364 | $879K |
| Leavell Investment Management, Inc. | 0.04% | Add +18.8% | 9,334 | $876K |
| Richmond Investment Services, LLC | 0.18% | Add +94.4% | 9,210 | $864K |
| ONE Advisory Partners, LLC | 0.29% | Add +2.5% | 9,169 | $862K |
| Oppenheimer & Co. Inc. | 0.01% | Add +45.9% | 9,116 | $856K |
| Alterna Wealth Management, Inc. | 0.68% | Reduce -8.6% | 9,018 | $847K |
| Client 1ST Advisory Group, LLC | 0.31% | Reduce -4.0% | 8,982 | $843K |
| Dravo Bay LLC | 0.41% | Add +3.3% | 8,945 | $840K |
| First Citizens Financial Corp | 0.46% | Add +2.4% | 8,938 | $839K |
| Sensible Money, LLC | 0.31% | No change | 8,839 | $830K |
| Midwest Financial Group LLC | 0.43% | Reduce -1.0% | 8,744 | $821K |
| First Business Financial Services, Inc. | 0.07% | No change | 8,694 | $816K |
| CLG LLC | 0.25% | Add +0.1% | 8,639 | $811K |
| Pinnacle Wealth Planning Services, Inc. | 0.11% | Add +9.6% | 8,626 | $810K |
| Financial Sense Advisors, Inc. | 0.20% | Reduce -5.0% | 8,625 | $810K |
| Fiduciary Group, LLC | 0.08% | No change | 8,579 | $805K |
| Exencial Wealth Advisors, LLC | 0.03% | Reduce -0.3% | 8,501 | $798K |
| United Advisor Group, LLC | 0.14% | Add +122.7% | 8,493 | $797K |
| Smart Money Group LLC | 0.25% | Reduce -10.2% | 8,474 | $795K |
| BostonPremier Wealth LLC | 0.44% | Reduce -3.0% | 8,424 | $791K |
| West Michigan Advisors, LLC | 0.22% | Add +3.6% | 8,417 | $790K |
| Brown Financial Advisory | 0.44% | Add +34.9% | 8,412 | $790K |
| StrongBox Wealth, LLC | 0.30% | Add +6.8% | 8,407 | $789K |
| Crossmark Global Holdings, Inc. | 0.01% | No change | 8,405 | $789K |
| Bryant Woods Investment Advisors, LLC | 0.34% | Reduce -0.6% | 8,392 | $788K |
| Garde Capital, Inc. | 0.04% | No change | 8,350 | $784K |
| Genesis Private Wealth, LLC | 0.37% | Reduce -8.5% | 8,344 | $783K |
| Prasad Wealth Partners, LLC | 0.23% | Reduce -8.9% | 8,298 | $779K |
| GW Henssler & Associates Ltd. | 0.04% | Reduce -1.1% | 8,288 | $778K |
| Maripau Wealth Management LLC | 0.39% | Reduce -3.5% | 8,245 | $774K |
| Pinnacle Family Advisors, LLC | 0.37% | Reduce -20.1% | 8,196 | $765K |
| Consolidated Portfolio Review Corp | 0.11% | Add +5.4% | 8,137 | $764K |
| Wagner Wealth Management, LLC | 0.17% | No change | 8,105 | $761K |
| Brown Brothers Harriman & Co. | 0.00% | Reduce -4.8% | 8,087 | $759K |
| AIMZ Investment Advisors, LLC | 0.25% | No change | 8,024 | $753K |
| Integrated Capital Management, LLC | 0.36% | Add +1.3% | 8,087 | $752K |
| Kovack Advisors, Inc. | 0.07% | Reduce -0.6% | 7,994 | $750K |
| Wedbush Securities Inc. | 0.03% | Add +11.7% | 7,925 | $744K |
| W Advisors, LLC | 0.43% | Reduce -2.0% | 7,923 | $744K |
| MBE Wealth Management, LLC | 0.32% | Reduce -3.2% | 7,916 | $743K |
| Archford Capital Strategies, LLC | 0.10% | Reduce -19.2% | 7,915 | $743K |
| Stonebrook Private Inc. | 0.17% | Add +0.4% | 7,914 | $743K |
| Brookwood Investment Group LLC | 0.12% | Reduce -3.0% | 7,891 | $741K |
| Savvy Advisors, Inc. | 0.05% | Add +22.5% | 7,877 | $739K |
| Mission Wealth Management, LP | 0.02% | Add +0.2% | 7,874 | $739K |
| Cassaday & Co Wealth Management LLC | 0.02% | No change | 7,866 | $738K |
| Everhart Financial Group, Inc. | 0.09% | Reduce -14.4% | 7,858 | $738K |
| EdgeRock Capital LLC | 0.23% | Reduce -21.4% | 7,846 | $737K |
| First Trust Advisors LP | 0.00% | Add +39.0% | 7,845 | $736K |
| MTM Financial Group, LLC | 0.40% | Add +33.8% | 7,845 | $736K |
| Illumine Investment Management, LLC | 0.58% | No change | 7,822 | $734K |
| Midwest Trust Co | 0.01% | — | 7,814 | $734K |
| LS Investment Advisors, LLC | 0.11% | Add +0.1% | 7,809 | $733K |
| Optivise Advisory Services LLC | 0.37% | Add +42.6% | 7,780 | $730K |
| Diversify Wealth Management, LLC | 0.04% | Add +20.4% | 7,817 | $726K |
| E&G Advisors, LLC | 0.19% | Reduce -4.9% | 7,714 | $724K |
| FF Advisors,LLC | 0.37% | No change | 7,678 | $721K |
| Soundwatch Capital LLC | 0.12% | New | 1,270 | $721K |
| Greater Midwest Financial Group, LLC | 0.55% | Add +0.3% | 7,650 | $718K |
| CENTRAL TRUST Co | 0.02% | Reduce -3.4% | 7,640 | $717K |
| Quadrant Private Wealth Management, LLC | 0.15% | Add +104.2% | 7,572 | $711K |
| PDS Planning, Inc | 0.05% | Add +0.3% | 7,566 | $710K |
| Silver Oak Securities, Incorporated | 0.06% | Reduce -80.7% | 7,557 | $709K |
| Yukon Wealth Management, Inc. | 0.25% | Add +0.1% | 7,544 | $708K |
| Twelve Points Wealth Management LLC | 0.19% | No change | 7,540 | $708K |
| Veery Capital, LLC | 0.24% | Reduce -0.0% | 7,535 | $707K |
| Trek Financial, LLC | 0.05% | Add +13.2% | 7,524 | $706K |
| Alta Wealth Advisors LLC | 0.33% | Add +0.1% | 7,506 | $705K |
| StoneX Group Inc. | 0.03% | Reduce -25.0% | 7,488 | $703K |
| Sterling Group Wealth Management, LLC | 0.39% | Reduce -10.7% | 7,485 | $703K |
| Sovereign Financial Group, Inc. | 0.14% | Reduce -0.6% | 7,440 | $698K |
| Neuberger Berman Group LLC | 0.00% | Add +48.7% | 7,412 | $696K |
| Avidian Wealth Enterprises, LLC | 0.03% | Add +0.2% | 7,402 | $695K |
| Gen-Wealth Partners Inc | 0.27% | Add +2.6% | 7,381 | $693K |
| Vista Capital Partners, Inc. | 0.08% | No change | 7,377 | $692K |
| Potentia Wealth | 0.39% | No change | 7,330 | $688K |
| Horan Securities, Inc. | 0.24% | Add +18.9% | 7,301 | $685K |
| Valley Forge Investment Consultants Inc. Adv | 0.22% | Reduce -2.8% | 7,300 | $685K |
| Nottingham Advisors, Inc. | 0.10% | Reduce -7.6% | 7,291 | $684K |
| Cidel Asset Management Inc. | 0.04% | Reduce -5.5% | 7,285 | $684K |
| Wealthspire Advisors, LLC | 0.00% | Reduce -20.3% | 7,256 | $681K |
| XY Planning Network, Inc. | 0.23% | Add +56.2% | 7,226 | $678K |
| Arkfeld Wealth Strategies, L.L.C. | 0.27% | Add +14.2% | 7,214 | $677K |
| Bouchey Financial Group, Ltd. | 0.06% | No change | 7,157 | $672K |
| Stonehearth Capital Management, LLC | 0.28% | No change | 7,141 | $670K |
| Cornell Pochily Investment Advisors, Inc. | 0.22% | Reduce -1.1% | 7,092 | $666K |
| Headinvest, LLC | 0.14% | Add +1.5% | 7,006 | $658K |
| waypoint wealth counsel | 0.33% | Add +0.3% | 6,996 | $657K |
| Fifth Third Bancorp | 0.00% | Add +0.8% | 6,950 | $652K |
| Clear Point Advisors Inc. | 0.55% | Add +0.2% | 6,934 | $651K |
| Aventus Investment Advisors, Inc. | 0.58% | — | 6,917 | $649K |
| Traphagen Investment Advisors LLC | 0.06% | Add +0.3% | 6,911 | $649K |
| Eq LLC | 0.25% | Reduce -35.6% | 6,902 | $648K |
| Altus Wealth Group LLC | 0.28% | Reduce -3.5% | 6,827 | $641K |
| Professional Financial Advisors, LLC | 0.15% | Add +0.2% | 6,819 | $640K |
| Post Resch Tallon Group Inc. | 0.62% | No change | 6,788 | $637K |
| Horizon Wealth Management, LLC | 0.11% | Reduce -98.4% | 6,770 | $635K |
| Hilltop Holdings Inc. | 0.04% | Add +12.7% | 6,752 | $634K |
| 4J Wealth Management LLC | 0.43% | Reduce -7.1% | 6,750 | $634K |
| Wealthspire Retirement, LLC | 0.04% | Reduce -1.3% | 6,727 | $631K |
| Vestmark Advisory Solutions, Inc. | 0.01% | Reduce -51.5% | 6,701 | $629K |
| J. W. Coons Advisors, LLC | 0.14% | Add +0.1% | 6,695 | $628K |
| WFA of San Diego, LLC | 0.46% | — | 6,684 | $627K |
| Y-Intercept (Hong Kong) Ltd | 0.02% | New | 6,665 | $626K |
| QRG Capital Management, Inc. | 0.01% | Add +32.3% | 6,613 | $621K |
| Mainstream Capital Management LLC | 0.45% | Reduce -3.0% | 6,602 | $620K |
| Elevation Point Wealth Partners, LLC | 0.05% | Reduce -26.6% | 6,567 | $616K |
| Freestone Capital Holdings, LLC | 0.02% | Reduce -10.3% | 6,549 | $615K |
| Pineridge Advisors LLC | 0.22% | Add +6.9% | 6,515 | $612K |
| Guidance Capital, Inc. | 0.17% | Reduce -1.2% | 6,614 | $611K |
| Columbus Macro, LLC | 0.07% | Reduce -91.4% | 6,496 | $610K |
| Synovus Financial Corp. | 0.01% | Add +16.5% | 6,477 | $608K |
| Waddell & Associates, LLC | 0.06% | Reduce -2.1% | 6,470 | $607K |
| JT Stratford LLC | 0.09% | No change | 6,452 | $606K |
| Radnor Capital Management, LLC | 0.10% | No change | 6,434 | $604K |
| Glenview Trust Co | 0.01% | Add +7.1% | 6,390 | $600K |
| JFS Wealth Advisors, LLC | 0.04% | Reduce -16.9% | 6,390 | $600K |
| Belpointe Asset Management LLC | 0.02% | Add +1.1% | 6,373 | $598K |
| Lifeworks Advisors, LLC | 0.09% | New | 6,372 | $598K |
| Avalon Trust Co | 0.04% | Add +56.8% | 6,350 | $596K |
| Eldridge Investment Advisors, Inc. | 0.12% | No change | 6,336 | $595K |
| Vertex Planning Partners, LLC | 0.12% | Reduce -7.7% | 6,322 | $593K |
| Financial Life Advisors | 0.20% | Reduce -46.3% | 6,318 | $593K |
| Castle Rock Wealth Management, LLC | 0.14% | Reduce -5.4% | 6,341 | $591K |
| Exchange Bank | 0.47% | Reduce -1.6% | 6,300 | $591K |
| GatePass Capital, LLC | 0.39% | Reduce -10.1% | 6,250 | $587K |
| Fifth Third Wealth Advisors LLC | 0.02% | Add +4.1% | 6,244 | $586K |
| Rwa Wealth Partners, LLC | 0.01% | Reduce -95.1% | 6,212 | $583K |
| Fifth Third Securities, Inc. | 0.04% | Reduce -3.2% | 6,198 | $582K |
| Ridgecrest Wealth Partners, LLC | 0.31% | No change | 6,187 | $581K |
| Associated Banc-Corp | 0.02% | No change | 6,175 | $580K |
| Parthenon LLC | 0.07% | No change | 6,174 | $580K |
| Financial Management Network Inc. | 0.10% | Add +0.2% | 6,146 | $579K |
| PFG Private Wealth Management, LLC | 0.30% | No change | 6,135 | $576K |
| Patten Group, Inc. | 0.12% | Add +0.3% | 6,111 | $574K |
| Meridian Wealth Management, LLC | 0.02% | Reduce -0.1% | 6,108 | $573K |
| LifeSteps Financial, Inc. | 0.39% | No change | 6,035 | $567K |
| Relyea Zuckerberg Hanson LLC | 0.07% | New | 6,029 | $566K |
| Flagstar Securities, Inc. | 0.16% | Reduce -4.3% | 6,017 | $565K |
| Venturi Wealth Management, LLC | 0.03% | New | 6,011 | $564K |
| United Bank | 0.07% | No change | 6,000 | $563K |
| CVA Family Office, LLC | 0.08% | No change | 5,982 | $562K |
| Joel Adams & Associates, Inc. | 0.50% | Reduce -26.7% | 5,977 | $561K |
| Collective Family Office LLC | 0.14% | No change | 5,967 | $560K |
| Sunbelt Securities, Inc. | 0.05% | Add +0.8% | 6,289 | $558K |
| Sfmg, LLC | 0.04% | Add +1.5% | 5,923 | $556K |
| Silverlake Wealth Management LLC | 0.16% | Add +12.0% | 5,904 | $554K |
| Wilmington Savings Fund Society, FSB | 0.01% | Add +0.1% | 5,895 | $553K |
| Webster Bank, N. A. | 0.06% | Add +10.7% | 5,887 | $553K |
| Gibson Capital, LLC | 0.11% | No change | 5,879 | $552K |
| Concord Asset Management, LLC | 0.08% | Add +128.9% | 5,874 | $551K |
| Concord Wealth Partners | 0.08% | Add +5.0% | 5,874 | $551K |
| GEM Asset Management, LLC | 0.28% | No change | 5,866 | $550K |
| JB Capital LLC | 0.03% | Add +112.0% | 5,862 | $550K |
| Agate Pass Investment Management, LLC | 0.22% | Reduce -2.2% | 5,832 | $547K |
| Empire Life Investments Inc. | 0.03% | Reduce -82.1% | 5,800 | $544K |
| Richardson Financial Services Inc. | 0.36% | Add +4.5% | 5,704 | $537K |
| Kingsman Wealth Management, Inc. | 0.33% | Add +0.3% | 5,712 | $536K |
| Brady Martz Wealth Solutions, LLC | 0.10% | New | 5,664 | $532K |
| Stonebridge Financial Planning Group, LLC | 0.22% | Reduce -9.6% | 5,650 | $530K |
| New Hampshire Trust | 0.11% | No change | 5,645 | $530K |
| Lion Street Advisors, LLC | 0.16% | Add +8.7% | 5,643 | $530K |
| New Republic Capital, LLC | 0.19% | Add +0.1% | 5,633 | $529K |
| Colonial Trust Co / SC | 0.08% | Add +203.8% | 5,627 | $528K |
| Glass Jacobson Investment Advisors llc | 0.20% | No change | 5,623 | $528K |
| Mendel Money Management | 0.23% | Add +1.1% | 5,623 | $528K |
| Gallacher Capital Management LLC | 0.24% | Reduce -1.8% | 5,600 | $526K |
| Ewing Morris & Co. Investment Partners Ltd. | 0.24% | Add +12.0% | 5,600 | $526K |
| Greenwood Gearhart LLC | 0.03% | No change | 5,589 | $525K |
| Forte Asset Management LLC | 0.27% | No change | 5,574 | $523K |
| Higgins & Schmidt Wealth Strategies LLC | 0.29% | Reduce -23.9% | 5,568 | $523K |
| Austin Private Wealth, LLC | 0.04% | Reduce -23.9% | 5,560 | $522K |
| Obsidian Cio, LLC | 0.08% | Add +0.2% | 5,553 | $521K |
| Arete Wealth Advisors, LLC | 0.04% | Reduce -3.3% | 5,555 | $521K |
| Keystone Financial Group, Inc. | 0.33% | Reduce -35.1% | 5,590 | $520K |
| Enclave Advisors LLC | 0.08% | Reduce -40.5% | 5,531 | $519K |
| Trust Co. of Vermont | 0.02% | Add +33.8% | 5,522 | $518K |
| Warner Financial, Inc. | 0.21% | No change | 5,501 | $516K |
| Milestone Asset Management, LLC | 0.11% | Reduce -0.2% | 5,496 | $516K |
| Greenleaf Trust | 0.00% | Add +3.0% | 5,488 | $515K |
| Palo Alto Wealth Advisors, LLC | 0.19% | Add +0.3% | 5,472 | $514K |
| Pettyjohn, Wood & White, Inc. | 0.09% | No change | 5,467 | $513K |
| Transce3nd, LLC | 0.22% | Reduce -6.6% | 5,432 | $510K |
| Community Trust & Investment Co. | 0.03% | No change | 5,424 | $509K |
| Joseph Group Capital Management | 0.17% | Reduce -3.6% | 5,358 | $503K |
| Wealthgarden F.S. LLC | 0.42% | Reduce -4.9% | 5,418 | $502K |
| Wealth Alliance, LLC | 0.06% | Add +4.2% | 5,335 | $501K |
| Evermay Wealth Management LLC | 0.06% | No change | 5,334 | $501K |
| Whittier Trust Co. of Nevada Inc. | 0.01% | No change | 5,326 | $500K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | Reduce -2.2% | 5,304 | $498K |
| Berkeley, Inc | 0.18% | Reduce -3.3% | 5,262 | $494K |
| Barnes Wealth Management Group, Inc | 0.29% | Add +6.3% | 5,235 | $491K |
| New World Advisors LLC | 0.10% | Add +21.7% | 5,213 | $489K |
| LCNB Corp. | 0.17% | Reduce -3.5% | 5,212 | $489K |
| Trust Co of the South | 0.09% | Reduce -39.1% | 5,195 | $488K |
| Wesbanco Bank Inc. | 0.01% | Add +11.9% | 5,184 | $487K |
| Boreal Capital Management LLC | 0.47% | — | 5,176 | $486K |
| Sage Capital Advisors,llc | 0.12% | Reduce -1.1% | 5,168 | $485K |
| Schmidt P J Investment Management Inc. | 0.08% | Add +0.3% | 5,150 | $483K |
| Worth Financial Advisory Group, LLC | 0.30% | Add +24.2% | 5,138 | $482K |
| AdvisorNet Financial, Inc | 0.03% | Reduce -13.9% | 5,112 | $480K |
| Graypoint LLC | 0.03% | Add +0.2% | 5,099 | $479K |
| WealthPlan Investment Management, LLC | 0.03% | New | 5,090 | $478K |
| Moment Partners, LLC | 0.09% | Reduce -13.1% | 5,088 | $478K |
| Patton Albertson Miller Group, LLC | 0.06% | Reduce -33.5% | 5,079 | $477K |
| Sound Income Strategies, LLC | 0.03% | Reduce -0.2% | 5,036 | $473K |
| Shelton Capital Management | 0.01% | No change | 5,004 | $470K |
| Larson Financial Group LLC | 0.02% | Reduce -6.5% | 5,003 | $470K |
| Opulen Financial Group LLC | 0.39% | Add +0.1% | 5,002 | $469K |
| Crabel Capital Management, LLC | 0.29% | No change | 5,000 | $469K |
| Revisor Wealth Management LLC | 0.17% | Reduce -0.2% | 4,909 | $459K |
| First Bank & Trust | 0.08% | No change | 4,883 | $458K |
| OMNI 360 Wealth, Inc. | 0.28% | Reduce -5.5% | 4,854 | $456K |
| Aerodigm Wealth, LLC | 0.22% | New | 4,817 | $452K |
| AlphaStar Capital Management, LLC | 0.03% | Reduce -7.5% | 4,751 | $446K |
| Fairview Capital Investment Management, LLC | 0.02% | No change | 4,725 | $444K |
| Roxbury Financial LLC | 0.43% | Add +7.0% | 4,725 | $443K |
| Latitude Advisors, LLC | 0.22% | Reduce -7.6% | 4,724 | $443K |
| Sage Financial Group Inc. | 0.03% | Add +6.5% | 4,690 | $440K |
| Venture Visionary Partners LLC | 0.02% | No change | 4,668 | $438K |
| Vanguard Personalized Indexing Management, LLC | 0.00% | No change | 4,668 | $438K |
| Ieq Capital, LLC | 0.00% | Add +112.5% | 4,627 | $434K |
| Smart Portfolios, LLC | 0.43% | Reduce -2.2% | 4,595 | $431K |
| Planning Directions Inc. | 0.24% | Add +0.2% | 4,585 | $430K |
| Kelly Financial Services LLC | 0.13% | Reduce -11.4% | 4,579 | $430K |
| Blue Capital, Inc. | 0.30% | — | 4,572 | $429K |
| TCI Wealth Advisors, Inc. | 0.03% | Add +0.4% | 4,551 | $427K |
| GC Wealth Management RIA, LLC | 0.03% | New | 4,538 | $426K |
| MKT Advisors LLC | 0.17% | Add +0.1% | 4,501 | $424K |
| Inspire Advisors, LLC | 0.04% | Add +7.0% | 4,431 | $416K |
| CAP Partners, LLC | 0.26% | Reduce -0.3% | 4,418 | $415K |
| Skyline Advisors, Inc. | 0.15% | Reduce -5.2% | 4,409 | $414K |
| SeaCrest Wealth Management, LLC | 0.04% | Add +2.0% | 4,406 | $414K |
| Coldstream Capital Management Inc. | 0.01% | Reduce -8.4% | 4,390 | $412K |
| Leuthold Group, LLC | 0.05% | New | 4,382 | $411K |
| Atlas Brown,Inc. | 0.13% | Add +2.1% | 4,321 | $406K |
| Talisman Wealth Advisors LLC | 0.37% | Add +0.0% | 4,312 | $405K |
| Canandaigua National Bank & Trust Co. | 0.04% | Reduce -4.0% | 4,249 | $399K |
| Five Pine Wealth Management | 0.30% | Reduce -9.1% | 4,242 | $399K |
| HSBC Holdings PLC | 0.00% | New | 4,246 | $399K |
| B. Riley Wealth Advisors, Inc. | 0.02% | Reduce -82.5% | 4,245 | $398K |
| Independent Advisor Alliance | 0.01% | New | 4,198 | $394K |
| Bartlett & Co. Wealth Management LLC | 0.01% | No change | 4,192 | $394K |
| KPP Advisory Services LLC | 0.06% | Add +2.9% | 4,167 | $391K |
| Granite Bay Wealth Management, LLC | 0.13% | Add +29.2% | 4,164 | $391K |
| First Horizon Advisors, Inc. | 0.01% | Add +18.7% | 4,154 | $390K |
| Peapack Gladstone Financial Corp. | 0.01% | No change | 4,150 | $390K |
| Outlook Wealth Advisors, LLC | 0.10% | No change | 4,142 | $389K |
| Regions Financial Corp. | 0.00% | Add +2.8% | 4,112 | $386K |
| Register Financial Advisors LLC | 0.17% | Add +0.3% | 4,111 | $386K |
| Destination Wealth Management | 0.01% | Add +2.4% | 4,106 | $385K |
| TFB Advisors LLC | 0.10% | Add +9.8% | 4,054 | $381K |
| Grove Bank & Trust | 0.05% | No change | 4,053 | $380K |
| Guardian Asset Advisors, LLC | 0.22% | Add +36.4% | 4,051 | $380K |
| Balefire, LLC | 0.08% | New | 4,047 | $380K |
| Blue Zone Wealth Advisors, LLC | 0.09% | Add +3.5% | 4,040 | $379K |
| Stokes Family Office, LLC | 0.04% | Add +50.0% | 4,036 | $379K |
| Capital Advisory Group Advisory Services, LLC | 0.14% | Add +62.4% | 4,036 | $379K |
| Daymark Wealth Partners, LLC | 0.01% | Add +68.0% | 4,031 | $378K |
| Beacon Financial Group | 0.04% | Add +1.0% | 4,024 | $378K |
| McKinley Carter Wealth Services, Inc. | 0.02% | Add +0.1% | 4,015 | $377K |
| Colton Groome Financial Advisors, LLC | 0.13% | New | 3,988 | $374K |
| Southern Capital Advisors, LLC | 0.19% | Add +0.3% | 3,984 | $374K |
| GenTrust, LLC | 0.02% | No change | 3,974 | $373K |
| Ariadne Wealth Management, LP | 0.18% | Reduce -44.0% | 3,976 | $372K |
| Pinnacle Associates Ltd. | 0.01% | No change | 3,962 | $372K |
| Balance Wealth Partners LLC | 0.22% | Reduce -41.9% | 3,960 | $372K |
| Hobart Private Capital, LLC | 0.08% | No change | 3,959 | $372K |
| Stone House Investment Management, LLC | 0.07% | Add +32.9% | 3,948 | $371K |
| Aspect Partners, LLC | 0.18% | Reduce -0.2% | 3,948 | $371K |
| Apex Wealth Management, LLC | 0.30% | Add +0.3% | 3,933 | $369K |
| Chancellor Financial Group WB LP | 0.29% | Reduce -5.4% | 3,931 | $369K |
| Thompson Investment Management, Inc. | 0.05% | No change | 3,911 | $367K |
| Tsfg, LLC | 0.07% | Reduce -6.1% | 3,910 | $367K |
| Bourgeon Capital Management LLC | 0.07% | No change | 3,900 | $366K |
| Insigneo Advisory Services, LLC | 0.03% | Reduce -9.1% | 3,895 | $366K |
| SlateStone Wealth, LLC | 0.03% | Add +0.1% | 3,862 | $363K |
| WASHINGTON TRUST Co | 0.01% | No change | 3,850 | $361K |
| Tocqueville Asset Management L.P. | 0.01% | No change | 3,844 | $361K |
| GWN Securities Inc. | 0.07% | Reduce -93.2% | 3,838 | $361K |
| Shayne & Jacobs, LLC | 0.12% | No change | 3,840 | $360K |
| Fisher Asset Management | 0.00% | Reduce -12.1% | 3,828 | $359K |
| Hancock Whitney Corp. | 0.01% | Reduce -2.5% | 3,814 | $358K |
| Secure Asset Management, LLC | 0.07% | Reduce -5.4% | 3,796 | $356K |
| Chris Bulman Inc | 0.20% | Add +2.4% | 3,775 | $354K |
| Triton Financial Group Inc | 0.26% | — | 3,753 | $352K |
| Fermata Advisors, LLC | 0.09% | Reduce -52.0% | 3,742 | $351K |
| Alan B Lancz & Associates, Inc. | 0.35% | No change | 3,700 | $347K |
| Financial Engines Advisors L.L.C. | 0.00% | Reduce -10.1% | 3,698 | $347K |
| TSA Wealth Managment LLC | 0.13% | Reduce -4.6% | 3,659 | $343K |
| McElhenny Sheffield Capital Management, LLC | 0.09% | Add +5.7% | 3,653 | $343K |
| One Wealth Capital Management, LLC | 0.16% | Reduce -0.4% | 3,647 | $342K |
| Rowlandmiller & Partners.adv | 0.07% | Reduce -5.2% | 3,632 | $341K |
| Winthrop Advisory Group LLC | 0.03% | New | 3,625 | $340K |
| Phillips Wealth Planners LLC | 0.31% | Reduce -0.8% | 3,631 | $340K |
| Stewardship Advisors, LLC | 0.09% | Add +58.1% | 3,618 | $340K |
| Symphony Financial, Ltd. Co. | 0.04% | New | 3,629 | $339K |
| Beaumont Financial Advisors, LLC | 0.02% | Reduce -4.8% | 3,574 | $335K |
| Ledyard National Bank | 0.03% | Add +7.7% | 3,561 | $334K |
| Connecticut Wealth Management, LLC | 0.02% | No change | 3,555 | $334K |
| Rosenberg Matthew Hamilton | 0.08% | No change | 3,539 | $332K |
| Charles Schwab Investment Management Inc. | 0.00% | No change | 3,520 | $330K |
| Smithfield Trust Co | 0.02% | No change | 3,529 | $330K |
| Prostatis Group LLC | 0.09% | Add +7.5% | 3,486 | $327K |
| IMG Wealth Management, Inc. | 0.25% | No change | 3,474 | $326K |
| FineMark National Bank & Trust | 0.01% | Reduce -23.0% | 3,447 | $324K |
| Rothschild Wealth LLC | 0.08% | Reduce -8.0% | 3,443 | $323K |
| OneAscent Wealth Management LLC | 0.12% | No change | 3,433 | $322K |
| TRUE Private Wealth Advisors | 0.04% | Reduce -5.2% | 3,402 | $319K |
| Sageworth Trust Co of South Dakota | 0.35% | No change | 3,400 | $319K |
| WealthShield Partners, LLC | 0.04% | Reduce -1.2% | 3,390 | $318K |
| LexAurum Advisors, LLC | 0.05% | Add +1.0% | 3,382 | $317K |
| Mosaic Financial Group, LLC | 0.24% | Reduce -7.6% | 3,373 | $317K |
| Parsons Capital Management Inc. | 0.02% | No change | 3,371 | $316K |
| TFR Capital, LLC. | 0.11% | Reduce -19.7% | 3,349 | $314K |
| Summit Wealth Group LLC / Co. | 0.08% | — | 3,347 | $314K |
| Foguth Wealth Management, LLC. | 0.07% | Reduce -34.6% | 3,345 | $314K |
| Successful Portfolios LLC | 0.19% | Reduce -0.9% | 3,321 | $312K |
| Retirement Wealth Solutions LLC | 0.23% | Add +0.1% | 3,302 | $310K |
| Meridian Investment Counsel Inc. | 0.08% | No change | 3,284 | $308K |
| Fca Corp. | 0.09% | Reduce -19.7% | 3,253 | $305K |
| Puff Wealth Management, LLC | 0.49% | Reduce -49.1% | 3,225 | $303K |
| Argent Trust Co | 0.01% | Reduce -5.1% | 3,213 | $302K |
| Independent Wealth Network Inc. | 0.11% | Reduce -1.2% | 3,213 | $302K |
| WESCAP Management Group, Inc. | 0.07% | No change | 3,163 | $297K |
| WealthPLAN Partners, LLC | 0.05% | New | 3,163 | $297K |
| Reyes Financial Architecture, Inc. | 0.26% | Add +24.1% | 3,150 | $296K |
| Front Row Advisors LLC | 0.10% | Reduce -3.4% | 3,148 | $296K |
| Flputnam Investment Management Co. | 0.01% | Add +6.2% | 3,148 | $296K |
| Stage Harbor Financial, LLC | 0.24% | Reduce -8.6% | 3,146 | $295K |
| Ridgeline Wealth, LLC | 0.24% | Reduce -47.9% | 3,138 | $295K |
| Watts Gwilliam & Co., LLC | 0.05% | Reduce -38.6% | 3,133 | $293K |
| McCarter Private Wealth Services LLC | 0.17% | New | 3,123 | $293K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.04% | Add +7.2% | 3,118 | $293K |
| McAdam, LLC | 0.02% | Add +36.6% | 3,119 | $293K |
| NCM Capital Management, LLC | 0.12% | Add +13.9% | 3,106 | $291K |
| Truepoint, Inc. | 0.01% | No change | 3,098 | $291K |
| NBT Bank, N.A. | 0.02% | Reduce -8.3% | 3,090 | $290K |
| Balentine LLC | 0.01% | Add +0.3% | 3,077 | $289K |
| Defined Financial Planning LLC | 0.26% | Add +7.7% | 3,127 | $288K |
| Lantz Financial LLC | 0.07% | Reduce -0.0% | 3,064 | $288K |
| Clearwater Capital Advisors, LLC | 0.03% | No change | 3,058 | $287K |
| Fluent Financial, LLC | 0.12% | No change | 3,051 | $286K |
| Donaldson Capital Management, LLC | 0.01% | New | 3,049 | $286K |
| Intelligence Driven Advisers, LLC | 0.04% | No change | 3,048 | $286K |
| Rockwood Wealth Management, LLC | 0.03% | No change | 3,048 | $286K |
| Archer Investment Corp | 0.07% | Reduce -3.0% | 3,039 | $285K |
| Raab & Moskowitz Asset Management LLC | 0.07% | Add +22.8% | 3,031 | $285K |
| KCM Investment Advisors LLC | 0.01% | No change | 3,020 | $283K |
| MinichMacGregor Wealth Management, LLC | 0.06% | New | 3,015 | $283K |
| Bison Wealth, LLC | 0.02% | Add +23.1% | 3,028 | $282K |
| Burns J W & Co. Inc. | 0.03% | No change | 3,000 | $282K |
| Carl P. Sherr & Co., LLC | 0.14% | No change | 2,966 | $278K |
| Arcadia Wealth Management, LLC | 0.12% | Reduce -2.7% | 2,944 | $276K |
| BCS Wealth Management | 0.06% | Reduce -51.3% | 2,938 | $276K |
| Nautilus Advisors LLC | 0.20% | No change | 2,935 | $276K |
| Berger Financial Group, Inc | 0.02% | Reduce -43.7% | 2,923 | $274K |
| Clearview Wealth Advisors LLC | 0.19% | Reduce -0.3% | 2,922 | $274K |
| Vision Capital Management, Inc. | 0.04% | No change | 2,908 | $273K |
| First National Trust Co | 0.01% | No change | 2,898 | $272K |
| Oxford Financial Group, LTD. LLC | 0.02% | Reduce -19.6% | 2,884 | $271K |
| Fiduciary Alliance LLC | 0.02% | Reduce -20.2% | 2,882 | $271K |
| My Legacy Advisors, LLC | 0.10% | Reduce -29.0% | 2,888 | $270K |
| Westwood Holdings Group Inc. | 0.00% | No change | 2,875 | $270K |
| Anchor Capital Advisors LLC | 0.01% | No change | 2,870 | $269K |
| Evercore Wealth Management, LLC | 0.00% | No change | 2,864 | $269K |
| Sandbox Financial Partners, LLC | 0.08% | Add +1.5% | 2,852 | $268K |
| Clarity Financial LLC | 0.03% | Reduce -7.2% | 2,843 | $267K |
| Erickson Financial Group, LLC | 0.18% | Reduce -4.6% | 2,823 | $265K |
| XTX Topco Ltd | 0.01% | New | 2,819 | $265K |
| SYM FINANCIAL Corp | 0.03% | No change | 2,809 | $264K |
| Proficio Capital Partners LLC | 0.02% | No change | 2,800 | $263K |
| Grey Ledge Advisors, LLC | 0.06% | Add +0.1% | 2,796 | $262K |
| WJ Wealth Management, LLC | 0.08% | New | 2,786 | $262K |
| Pure Financial Advisors, LLC | 0.00% | New | 2,786 | $262K |
| Crux Wealth Advisors | 0.11% | Add +1.2% | 2,768 | $260K |
| Boston Trust Walden Corp | 0.00% | No change | 2,767 | $260K |
| Perissos Private Wealth Management, LLC | 0.21% | No change | 2,765 | $260K |
| Edgestream Partners, L.P. | 0.01% | Reduce -25.0% | 2,763 | $259K |
| Pacific Sun Financial Corp | 0.13% | Reduce -5.7% | 2,751 | $258K |
| Integrity Financial Corp | 0.13% | Reduce -0.5% | 2,738 | $257K |
| Vista Investment Partners Ii, LLC | 0.12% | Reduce -13.8% | 2,736 | $257K |
| Insight Advisors, LLC/ PA | 0.04% | Reduce -3.0% | 2,731 | $256K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.02% | New | 2,728 | $256K |
| BSW Wealth Partners | 0.04% | Reduce -11.2% | 2,725 | $256K |
| Modera Wealth Management, LLC | 0.00% | Add +15.3% | 2,723 | $256K |
| Optimist Retirement Group LLC | 0.12% | No change | 2,712 | $255K |
| Badgley Phelps Wealth Managers, LLC | 0.01% | No change | 2,700 | $253K |
| Platform Technology Partners | 0.07% | Add +8.0% | 2,699 | $253K |
| Kickstand Ventures, Llc. | 0.06% | Reduce -96.9% | 2,695 | $253K |
| Beacon Capital Management, LLC | 0.03% | Reduce -9.7% | 2,693 | $253K |
| Harbour Capital Advisors, LLC | 0.05% | No change | 2,700 | $252K |
| InTrack Investment Management Inc | 0.17% | Reduce -17.1% | 2,681 | $252K |
| HMV Wealth Advisors, LLC | 0.17% | Reduce -1.8% | 2,681 | $252K |
| Victory Financial Group, LLC | 0.04% | Reduce -74.6% | 2,680 | $252K |
| S&T Bank | 0.08% | No change | 2,652 | $249K |
| M3 Advisory Group, LLC | 0.17% | Reduce -14.8% | 2,639 | $248K |
| J. Goldman & Co LP | 0.01% | Reduce -73.7% | 2,628 | $247K |
| Syon Capital LLC | 0.02% | No change | 2,620 | $246K |
| Aspire Private Capital, LLC | 0.06% | Add +5.0% | 2,618 | $246K |
| MTM Investment Management, LLC | 0.08% | No change | 2,611 | $245K |
| Maven Securities LTD | 0.06% | Reduce -84.2% | 2,600 | $244K |
| Capital Advantage, Inc. | 0.04% | Reduce -14.5% | 2,595 | $244K |
| Patton Fund Management, Inc. | 0.05% | No change | 2,593 | $243K |
| Little House Capital LLC | 0.06% | Reduce -71.7% | 2,585 | $243K |
| Cahill Financial Advisors Inc. | 0.03% | Add +0.7% | 2,581 | $242K |
| Clarity Capital Advisors, LLC | 0.14% | Add +0.3% | 2,573 | $242K |
| Chokshi & Queen Wealth Advisors, Inc | 0.14% | No change | 2,564 | $241K |
| Community Bank, N.A. | 0.03% | Reduce -0.2% | 2,564 | $241K |
| Mill Creek Capital Advisors, LLC | 0.01% | New | 2,547 | $239K |
| Foster Victor Wealth Advisors, LLC | 0.02% | Add +2.3% | 2,534 | $238K |
| GAMMA Investing LLC | 0.01% | Reduce -6.6% | 2,529 | $237K |
| Realta Investment Advisors | 0.09% | Add +65.5% | 2,528 | $237K |
| Bridgewater Advisors Inc. | 0.02% | No change | 2,530 | $237K |
| Commonwealth Financial Services, LLC | 0.05% | No change | 2,524 | $237K |
| Horst & Graben Wealth Management LLC | 0.04% | Reduce -6.8% | 2,516 | $236K |
| Westside Investment Management, Inc. | 0.04% | Reduce -5.0% | 2,508 | $236K |
| Confluence Wealth Services, Inc. | 0.01% | New | 2,506 | $235K |
| Cypress Capital Group | 0.03% | No change | 2,505 | $235K |
| HBW Advisory Services LLC | 0.03% | Add +0.9% | 2,498 | $234K |
| LVZ, Inc. | 0.03% | No change | 2,494 | $234K |
| Balboa Wealth Partners | 0.05% | New | 2,482 | $233K |
| Advocacy Wealth Management, LLC | 0.01% | No change | 2,472 | $232K |
| Advisors Capital Management, LLC | 0.00% | Reduce -12.2% | 2,462 | $231K |
| Steel Grove Capital Advisors, LLC | 0.03% | Add +0.4% | 2,463 | $231K |
| RFG Advisory, LLC | 0.01% | Reduce -13.7% | 2,461 | $231K |
| Shared Vision Wealth Group LLC | 0.12% | Reduce -12.9% | 2,488 | $230K |
| Global Strategic Investment Solutions, LLC | 0.02% | No change | 2,447 | $230K |
| SIMA Wealth Partners, LLC | 0.19% | Reduce -1.2% | 2,442 | $229K |
| Beese Fulmer Investment Management, Inc. | 0.02% | No change | 2,442 | $229K |
| Trueblood Wealth Management, LLC | 0.10% | Add +0.5% | 2,442 | $229K |
| Cadence Bank | 0.02% | Reduce -9.3% | 2,439 | $229K |
| Jim Saulnier & Associates, LLC | 0.16% | Add +0.2% | 2,436 | $229K |
| Empower Advisory Group, LLC | 0.00% | Reduce -15.4% | 2,435 | $229K |
| Marshall & Sterling Wealth Advisors Inc. | 0.15% | Reduce -0.7% | 2,436 | $228K |
| Strategic Financial Concepts, LLC | 0.03% | Reduce -29.5% | 2,429 | $228K |
| WPG Advisers, LLC | 0.19% | Reduce -5.8% | 2,423 | $227K |
| Valeo Financial Advisors, LLC | 0.01% | Add +0.2% | 2,423 | $227K |
| Moody LYNN Lieberson & Walker, LLC | 0.01% | Reduce -2.0% | 2,407 | $226K |
| Legacy Solutions, LLC | 0.22% | Reduce -17.9% | 2,404 | $226K |
| Norris Perne & French LLP | 0.02% | New | 2,388 | $224K |
| Gryphon Financial Partners LLC | 0.03% | Add +0.0% | 2,382 | $224K |
| Bryn Mawr Trust Advisors, LLC | 0.01% | New | 2,374 | $223K |
| Private Client Services, LLC | 0.09% | Reduce -9.4% | 2,372 | $223K |
| Fort Washington Investment Advisors Inc. | 0.00% | No change | 2,372 | $223K |
| Carson Advisory Inc. | 0.14% | Add +0.0% | 2,372 | $223K |
| Global Trust Asset Management, LLC | 0.12% | Reduce -4.1% | 2,355 | $221K |
| Mma Asset Management LLC | 0.08% | No change | 2,351 | $221K |
| Frederick Financial Consultants, LLC | 0.14% | Reduce -3.6% | 2,350 | $221K |
| Morey & Quinn Wealth Partners, LLC | 0.18% | No change | 2,347 | $220K |
| Everpar Advisors LLC | 0.10% | New | 2,347 | $220K |
| Continuum Advisory, LLC | 0.03% | Add +2.9% | 2,344 | $220K |
| LaSalle St. Investment Advisors, LLC | 0.06% | Reduce -39.1% | 2,320 | $217K |
| Empowered Funds, LLC | 0.00% | Reduce -98.2% | 2,304 | $216K |
| Kelman-Lazarov, Inc. | 0.04% | No change | 2,301 | $216K |
| Salomon & Ludwin, LLC | 0.02% | No change | 2,310 | $216K |
| Solidarity Wealth, LLC | 0.05% | No change | 2,297 | $216K |
| MSH Capital Advisors LLC | 0.06% | Add +0.3% | 2,289 | $215K |
| LVM Capital Management Ltd. | 0.02% | No change | 2,280 | $214K |
| Landing Point Financial Group, LLC | 0.13% | Reduce -8.1% | 2,267 | $213K |
| Willner & Heller, LLC | 0.18% | Reduce -16.0% | 2,262 | $212K |
| Principle Wealth Partners LLC | 0.01% | No change | 2,247 | $211K |
| Wealth Quarterback LLC | 0.10% | Reduce -0.2% | 2,235 | $210K |
| Lodestone Wealth Management LLC | 0.10% | Reduce -11.3% | 2,224 | $209K |
| Semmax Financial Advisors Inc. | 0.05% | No change | 2,241 | $208K |
| Founders Financial Alliance, LLC | 0.05% | Reduce -30.4% | 2,206 | $207K |
| Cooper/Haims Advisors, LLC | 0.10% | No change | 2,194 | $206K |
| Glen Eagle Advisors, LLC | 0.03% | Add +0.1% | 2,189 | $206K |
| Vantage Point Financial LLC | 0.09% | Reduce -13.8% | 2,189 | $205K |
| Capital Investment Advisors, LLC | 0.00% | Reduce -0.9% | 2,189 | $205K |
| Straight Path Wealth Management | 0.07% | Reduce -18.9% | 2,185 | $205K |
| Providence Capital Advisors, LLC | 0.04% | No change | 2,184 | $205K |
| TD Asset Management Inc | 0.00% | New | 2,183 | $205K |
| Breakwater Capital Group | 0.03% | Add +1.6% | 2,180 | $205K |
| Kraft, Davis & Associates, LLC | 0.06% | New | 2,190 | $205K |
| Ipsen Advisor Group LLC | 0.16% | Reduce -10.3% | 2,178 | $204K |
| Magnus Financial Group LLC | 0.02% | Reduce -18.6% | 2,173 | $204K |
| Crew Capital Management, Ltd | 0.15% | No change | 2,166 | $203K |
| Scott & Selber, Inc. | 0.06% | Add +0.1% | 2,158 | $203K |
| Accurate Wealth Management, LLC | 0.03% | New | 2,172 | $203K |
| Patten & Patten Inc. | 0.01% | Reduce -4.4% | 2,159 | $203K |
| Allium Financial Advisors, LLC | 0.18% | No change | 2,155 | $202K |
| Tortoise Investment Management, LLC | 0.02% | Reduce -3.4% | 2,147 | $202K |
| Appleton Partners Inc. | 0.01% | New | 2,134 | $200K |
| Anchor Investment Management, LLC | 0.02% | No change | 1,983 | $186K |
| Atlantic Private Wealth, LLC | 0.12% | No change | 1,912 | $179K |
| Maryland Capital Advisors Inc. | 0.07% | No change | 1,848 | $173K |
| Rothschild Investment LLC | 0.01% | No change | 1,844 | $173K |
| Key Financial Inc | 0.03% | Reduce -1.6% | 1,765 | $166K |
| BTG Pactual Asset Management US LLC | 0.02% | No change | 1,760 | $165K |
| Millstone Evans Group, LLC | 0.11% | Reduce -12.7% | 1,676 | $157K |
| Medallion Wealth Advisors, LLC | 0.06% | Reduce -9.8% | 1,646 | $155K |
| Caldwell Trust Co | 0.01% | No change | 1,595 | $150K |
| Citizens National Bank Trust Department | 0.03% | No change | 1,591 | $149K |
| Team Financial Group, LLC | 0.07% | New | 1,543 | $145K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 1,529 | $144K |
| Arlington Trust Co LLC | 0.03% | No change | 1,528 | $143K |
| Delta Asset Management LLC | 0.01% | No change | 1,488 | $140K |
| Wolff Wiese Magana LLC | 0.08% | No change | 1,430 | $134K |
| Parkside Financial Bank & Trust | 0.01% | No change | 1,399 | $131K |
| Ogorek Anthony Joseph /NY/ | 0.04% | Reduce -0.8% | 1,400 | $131K |
| Signature Resources Capital Management, LLC | 0.08% | Add +2.9% | 1,371 | $129K |
| Stephens Consulting, LLC | 0.03% | Reduce -18.4% | 1,348 | $127K |
| Washington Trust Advisors, Inc. | 0.01% | No change | 1,300 | $122K |
| Harbor Investment Advisory, LLC | 0.01% | No change | 1,291 | $121K |
| Coston, McIsaac & Partners | 0.03% | No change | 1,293 | $121K |
| Minot DeBlois Advisors LLC | 0.11% | No change | 1,208 | $113K |
| Future Financial Wealth Managment LLC | 0.08% | Reduce -12.4% | 1,197 | $112K |
| Financial Perspectives, Inc | 0.03% | Add +0.5% | 1,197 | $112K |
| St Germain D J Co. Inc. | 0.00% | Reduce -1.8% | 1,158 | $109K |
| Ascentis Wealth Management, LLC | 0.03% | Reduce -5.8% | 1,143 | $108K |
| Strategic Wealth Partners, Ltd. | 0.01% | — | 1,146 | $108K |
| JNBA Financial Advisors | 0.01% | No change | 1,082 | $102K |
| Dunhill Financial, LLC | 0.03% | Add +5.7% | 1,082 | $102K |
| First Pacific Financial | 0.01% | No change | 1,069 | $100K |
| Creative Financial Designs Inc. | 0.01% | Add +37.5% | 1,045 | $98K |
| Brown, Lisle/Cummings, Inc. | 0.03% | No change | 1,014 | $95K |
| ESL Trust Services, LLC | 0.02% | No change | 1,013 | $95K |
| Hazlett, Burt & Watson, Inc. | 0.04% | Reduce -47.4% | 1,007 | $94K |
| Main Street Group, LTD | 0.03% | No change | 956 | $90K |
| American Capital Advisory, LLC | 0.04% | No change | 949 | $89K |
| Atlantic Union Bankshares Corp | 0.00% | New | 895 | $84K |
| Private Wealth Asset Management, LLC | 0.01% | New | 885 | $83K |
| Graney & King, LLC | 0.05% | No change | 865 | $81K |
| Ameriflex Group, Inc. | 0.04% | Add +10.1% | 849 | $79K |
| Jackson Hole Capital Partners, LLC | 0.01% | No change | 834 | $78K |
| GeoWealth Management, LLC | 0.00% | Add +7.3% | 821 | $77K |
| American National Bank & Trust | 0.01% | No change | 821 | $77K |
| TruNorth Capital Management, LLC | 0.02% | No change | 818 | $77K |
| Bangor Savings Bank | 0.01% | No change | 797 | $75K |
| Duncker Streett & Co. Inc. | 0.01% | No change | 767 | $72K |
| BankPlus Trust Department | 0.02% | Reduce -7.0% | 736 | $69K |
| Union Savings Bank | 0.03% | No change | 740 | $69K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -0.6% | 723 | $68K |
| Financial Gravity Companies, Inc. | 0.01% | — | 701 | $66K |
| Orion Capital Management LLC | 0.03% | No change | 700 | $66K |
| Accredited Wealth Management, LLC | 0.05% | No change | 688 | $65K |
| Newton One Investments LLC | 0.02% | No change | 682 | $64K |
| Tidemark, LLC | 0.02% | No change | 680 | $64K |
| Aventura Private Wealth, LLC | 0.03% | No change | 664 | $62K |
| Bokf, NA | 0.00% | No change | 639 | $60K |
| Ameritas Investment Partners, Inc. | 0.00% | Add +0.3% | 628 | $59K |
| Comprehensive Financial Planning, Inc. | 0.05% | New | 628 | $59K |
| Eastern Bank | 0.00% | Reduce -20.3% | 577 | $54K |
| Curio Wealth, LLC | 0.02% | Add +54400.0% | 545 | $51K |
| Caldwell Sutter Capital, Inc. | 0.02% | No change | 529 | $50K |
| Howe & Rusling Inc. | 0.00% | Add +141.8% | 515 | $48K |
| LGT Financial Advisors LLC | 0.12% | Reduce -1.2% | 510 | $48K |
| Phillips Financial Management, LLC | 0.00% | New | 491 | $46K |
| Compass Financial Services Inc | 0.02% | Add +0.4% | 488 | $46K |
| Clear Investment Research, LLC | 0.06% | Add +8.4% | 476 | $45K |
| CNB Bank | 0.02% | No change | 471 | $44K |
| BOK Financial Private Wealth, Inc. | 0.00% | No change | 450 | $42K |
| Valley National Advisers Inc. | 0.01% | Add +0.2% | 438 | $41K |
| Luken Investment Analytics, LLC | 0.02% | No change | 425 | $40K |
| Bfsg, LLC | 0.00% | No change | 423 | $40K |
| Crews Bank & Trust | 0.01% | Reduce -19.2% | 420 | $39K |
| Blue Trust, Inc. | 0.00% | Reduce -20.9% | 402 | $38K |
| Global Wealth Strategies & Associates | 0.01% | Reduce -25.9% | 388 | $36K |
| Blue Bell Private Wealth Management, LLC | 0.01% | No change | 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 -1.4% | 359 | $34K |
| Beaird Harris Wealth Management, LLC | 0.00% | No change | 349 | $33K |
| Quest 10 Wealth Builders, Inc. | 0.03% | Reduce -4.7% | 345 | $32K |
| Valued Wealth Advisors LLC | 0.02% | No change | 340 | $32K |
| Horrell Capital Management, Inc. | 0.01% | No change | 340 | $32K |
| Iron Horse Wealth Management, LLC | 0.01% | Reduce -48.6% | 340 | $32K |
| LRI Investments, LLC | 0.00% | Reduce -5.3% | 338 | $32K |
| Mark Sheptoff Financial Planning, LLC | 0.02% | No change | 334 | $31K |
| Operose Advisors LLC | 0.01% | No change | 331 | $31K |
| Stuart Chaussee & Associates, Inc. | 0.01% | No change | 315 | $30K |
| Chapman Financial Group, LLC | 0.02% | — | 310 | $29K |
| MCF Advisors LLC | 0.00% | Add +0.3% | 303 | $28K |
| VSM Wealth Advisory, LLC | 0.01% | No change | 303 | $28K |
| Avion Wealth | 0.01% | Add +88.8% | 304 | $28K |
| Plante Moran Financial Advisors, LLC | 0.00% | Reduce -14.6% | 298 | $28K |
| Center for Financial Planning, Inc. | 0.00% | Reduce -32.0% | 293 | $28K |
| McIlrath & Eck, LLC | 0.00% | No change | 274 | $26K |
| Fairman Group, LLC | 0.02% | No change | 265 | $25K |
| Park Place Capital Corp | 0.01% | Reduce -98.0% | 258 | $24K |
| Centennial Bank | 0.01% | No change | 258 | $24K |
| Rice Partnership, LLC | 0.00% | New | 243 | $23K |
| Kings Path Partners LLC | 0.01% | No change | 228 | $21K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | No change | 225 | $21K |
| Keener Financial Planning LLC | 0.01% | No change | 224 | $21K |
| Kozak & Associates, Inc. | 0.00% | No change | 223 | $21K |
| Acima Private Wealth, LLC | 0.01% | No change | 220 | $21K |
| Sittner & Nelson, LLC | 0.01% | No change | 216 | $20K |
| Capital A Wealth Management, LLC | 0.22% | Reduce -69.0% | 254 | $20K |
| Bogart Wealth, LLC | 0.00% | No change | 203 | $19K |
| Atticus Wealth Management, LLC | 0.00% | No change | 188 | $18K |
| Ritter Daniher Financial Advisory LLC / DE | 0.00% | No change | 184 | $17K |
| Brooklyn Investment Group | 0.00% | Add +148.7% | 184 | $17K |
| Murphy & Mullick Capital Management Corp | 0.01% | No change | 184 | $17K |
| Godsey & Gibb, Inc. | 0.00% | Reduce -56.1% | 180 | $17K |
| Heritage Wealth Advisors | 0.00% | No change | 180 | $17K |
| Headlands Technologies LLC | 0.00% | Reduce -55.6% | 175 | $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 |
| Raleigh Capital Management Inc. | 0.01% | Add +323.7% | 161 | $15K |
| NFSG Corp | 0.00% | Add +0.7% | 156 | $15K |
| IMA Advisory Services, Inc. | 0.00% | New | 149 | $14K |
| Hopwood Financial Services, Inc. | 0.01% | No change | 145 | $14K |
| New Millennium Group LLC | 0.01% | No change | 137 | $13K |
| Trust Co. of Toledo NA | 0.00% | New | 131 | $12K |
| RMG Wealth Management LLC | 0.00% | — | 132 | $12K |
| Cornerstone Planning Group LLC | 0.00% | No change | 130 | $12K |
| Barnes Dennig Private Wealth Management LLC | 0.01% | New | 111 | $10K |
| Binnacle Investments Inc | 0.01% | Reduce -6.0% | 109 | $10K |
| Rossby Financial, LCC | 0.00% | No change | 104 | $10K |
| AllSquare Wealth Management LLC | 0.00% | No change | 83 | $8K |
| City Holding Co. | 0.00% | No change | 81 | $8K |
| WealthTrak Capital Management LLC | 0.01% | New | 73 | $7K |
| Twin Peaks Wealth Advisors, LLC | 0.00% | New | 69 | $6K |
| CGC Financial Services, LLC | 0.00% | No change | 68 | $6K |
| Vermillion Wealth Management, Inc. | 0.00% | No change | 66 | $6K |
| Abound Wealth Management | 0.00% | New | 62 | $6K |
| Hemington Wealth Management | 0.00% | No change | 56 | $5K |
| Advisors Preferred, LLC | 0.00% | Reduce -98.9% | 51 | $5K |
| Provenance Wealth Advisors, LLC | 0.00% | No change | 51 | $5K |
| Darwin Wealth Management, LLC | 0.00% | No change | 45 | $4K |
| Virtus Advisers, LLC | 0.00% | Add +29.4% | 44 | $4K |
| Central Pacific Bank - Trust Division | 0.00% | No change | 40 | $4K |
| Motco | 0.00% | No change | 38 | $4K |
| Cape Investment Advisory, Inc. | 0.00% | Add +33.3% | 36 | $3K |
| Country Trust Bank | 0.00% | No change | 36 | $3K |
| Foster Dykema Cabot & Partners, LLC | 0.00% | Reduce -75.5% | 35 | $3K |
| 1620 Investment Advisors, Inc. | 0.00% | No change | 30 | $3K |
| Dogwood Wealth Management LLC | 0.00% | New | 30 | $3K |
| ORG Partners LLC | 0.00% | No change | 28 | $3K |
| Financial Management Professionals, Inc. | 0.00% | No change | 27 | $3K |
| Legacy Investment Solutions, LLC | 0.00% | — | 24 | $2K |
| Legacy Wealth Managment, LLC | 0.00% | No change | 24 | $2K |
| FWL Investment Management, LLC | 0.00% | No change | 22 | $2K |
| Park Square Financial Group, LLC | 0.00% | Reduce -96.0% | 18 | $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% | No change | 16 | $2K |
| Transamerica Financial Advisors, LLC | 0.00% | No change | 12 | $1K |
| Pinnacle Bancorp, Inc. | 0.00% | No change | 11 | $1K |
| N.E.W. Advisory Services LLC | 0.00% | Reduce -50.0% | 11 | $1K |
| Creative Capital Management Investments LLC | 0.00% | No change | 6 | $563 |
| Smallwood Wealth Investment Management, LLC | 0.00% | No change | 5 | $469 |
| Oliver Lagore Vanvalin Investment Group | 0.00% | — | 1 | $102 |
| Briaud Financial Planning Inc | 0.00% | New | 2 | $0 |
| Scarborough Advisors, LLC | 0.00% | New | 742 | $0 |
"% 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.