iShares MSCI USA Min Vol FacUSMVETF

13F holders, Q2 2025 (June 30)
1,301holders
72new positions
73sold out
5famous investors
$93.87avg. 13F price*

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

InstitutionsTotal Value
New Positions72$197.7M
Exits73$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.