iShares MSCI USA Min Vol FacUSMVETF
13F holders, Q3 2025 (September 30)1,305holders +4
75new positions
66sold out
5famous investors
$95.27avg. 13F price*
At the end of Q3 2025, 1,305 institutions reported holding iShares MSCI USA Min Vol Fac (USMV) in their 13F filings, up 4 from Q2 2025. 75 opened new positions and 66 sold out. The largest holders were Morgan Stanley ($1.4B), Bank of America Corp. ($1.3B) and Raymond James Financial Inc. ($1.3B). 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 Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- iShares MSCI USA Min Vol Fac
- CUSIP
- 46429B697
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 75 | $184.0M |
| Exits | 66 | $208.4M |
All 13F filers, Q2 2025 → Q3 2025: 9,005,518 shares bought and 9,791,525 shares sold, net −786,007 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,305 holders
| Morgan Stanley | 0.09% | Add +17.9% | 14,770,971 | $1.4B |
| Bank of America Corp. | 0.10% | Add +0.7% | 13,794,595 | $1.3B |
| Raymond James Financial Inc. | 0.41% | Add +1.6% | 13,521,148 | $1.3B |
| FMR LLC | 0.05% | Reduce -3.7% | 10,191,385 | $969.6M |
| Wealth Enhancement Advisory Services, LLC | 0.98% | Add +2.3% | 6,831,899 | $650.7M |
| LPL Financial LLC | 0.18% | Add +3.7% | 6,547,026 | $622.9M |
| PNC Financial Services Group, Inc. | 0.30% | Reduce -6.2% | 5,119,584 | $487.1M |
| BlackRock, Inc. | 0.01% | Add +3.6% | 4,713,785 | $448.5M |
| Envestnet Asset Management Inc. | 0.10% | Reduce -19.7% | 3,762,161 | $357.9M |
| Millburn Ridgefield LLC | 8.52% | Add +5.3% | 3,752,960 | $357.1M |
| Catalyst Capital Advisors LLC | 7.20% | Add +5.3% | 3,752,960 | $357.1M |
| UBS Group AG | 0.07% | Add +2.3% | 3,545,978 | $337.4M |
| Wells Fargo & Company | 0.07% | Reduce -5.0% | 3,473,696 | $330.5M |
| JPMorgan Chase & Co. | 0.02% | Reduce -2.5% | 3,344,287 | $318.2M |
| Two Sigma Investments, LP | 0.42% | Add +26.1% | 2,733,400 | $260.1M |
| Ameriprise Financial Inc. | 0.06% | Reduce -10.4% | 2,591,072 | $247.1M |
| Cetera Investment Advisers | 0.23% | Reduce -3.3% | 2,071,039 | $197.0M |
| Commonwealth Equity Services, LLC | 0.25% | Reduce -7.5% | 2,036,321 | $193.7M |
| Northwestern Mutual Wealth Management Co. | 0.11% | Reduce -5.6% | 1,797,261 | $171.0M |
| Royal Bank of Canada | 0.03% | Add +6.9% | 1,624,366 | $154.5M |
| Assetmark, Inc. | 0.33% | Reduce -7.0% | 1,623,864 | $154.5M |
| Sei Investments Co. | 0.15% | Add +0.7% | 1,505,143 | $143.2M |
| Mercer Global Advisors Inc. | 0.20% | Reduce -10.7% | 1,286,426 | $122.4M |
| Johnson Investment Counsel Inc. | 1.02% | Add +1.0% | 1,276,772 | $121.5M |
| Dynasty Wealth Management, LLC | 1.60% | Add +7.2% | 1,261,838 | $120.1M |
| Mariner, LLC | 0.15% | Add +1.0% | 1,216,943 | $115.8M |
| Horizon Investments, LLC | 1.51% | Add +5.3% | 1,207,696 | $114.9M |
| Cambridge Investment Research Advisors, Inc. | 0.31% | Reduce -2.0% | 1,173,603 | $111.7M |
| Cerity Partners LLC | 0.18% | Add +4.6% | 1,173,137 | $111.6M |
| Focus Partners Wealth | 0.17% | Reduce -1.2% | 1,124,918 | $107.0M |
| Financial Advisors, LLC | 18.32% | Reduce -1.2% | 1,086,372 | $103.4M |
| Osaic Holdings, Inc. | 0.14% | Reduce -3.8% | 1,088,494 | $102.9M |
| Quotient Wealth Partners, LLC | 2.79% | Add +5.2% | 1,072,213 | $102.0M |
| Securian Asset Management, Inc. | 2.29% | Add +3.0% | 907,287 | $86.3M |
| Brookstone Capital Management | 1.02% | Reduce -2.8% | 901,586 | $85.8M |
| Russell Investments Group, Ltd. | 0.10% | Add +62.1% | 898,946 | $85.5M |
| Junto Capital Management LP | 1.78% | New | 894,548 | $85.1M |
| Jones Financial Companies LLLP | 0.06% | Add +19.7% | 866,788 | $81.9M |
| Cwm, LLC | 0.22% | Add +3.1% | 784,525 | $74.6M |
| US Bancorp \de | 0.09% | Reduce -5.3% | 780,361 | $74.2M |
| Captrust Financial Advisors | 0.15% | Reduce -0.7% | 760,024 | $72.3M |
| Steward Partners Investment Advisory, LLC | 0.38% | Add +0.6% | 704,580 | $67.0M |
| HighTower Advisors, LLC | 0.07% | Reduce -0.8% | 673,550 | $64.1M |
| Janney Montgomery Scott LLC | 0.15% | Reduce -0.5% | 655,308 | $62.3M |
| Truist Financial Corp. | 0.08% | Reduce -15.3% | 619,787 | $59.0M |
| Stifel Financial Corp. | 0.05% | Add +17.6% | 609,963 | $58.0M |
| Geneos Wealth Management Inc. | 1.33% | Reduce -2.0% | 549,626 | $52.3M |
| Bank of New York Mellon Corp | 0.01% | Reduce -56.9% | 520,181 | $49.5M |
| Private Advisor Group, LLC | 0.24% | Reduce -4.2% | 511,005 | $48.6M |
| MAI Capital Management | 0.30% | Add +1.4% | 505,973 | $48.1M |
| MML Investors Services, LLC | 0.13% | Reduce -12.9% | 501,996 | $47.8M |
| Barclays PLC | 0.02% | Add +238.2% | 500,271 | $47.6M |
| NewEdge Advisors, LLC | 0.21% | Reduce -0.3% | 496,231 | $47.2M |
| Sovereign Investment Advisors, LLC | 11.68% | Reduce -12.6% | 450,059 | $42.8M |
| Facet Wealth, Inc. | 0.88% | Add +1.1% | 445,185 | $42.4M |
| Glenmede Investment Management, LP | 0.19% | Reduce -5.5% | 416,136 | $39.6M |
| ARS Wealth Advisors Group, LLC | 3.70% | Reduce -1.9% | 393,514 | $37.4M |
| Klingman & Associates, LLC | 1.78% | Reduce -1.1% | 370,580 | $35.3M |
| Keybank National Association | 0.12% | Add +2.1% | 367,438 | $34.9M |
| High Probability Advisors, LLC | 4.78% | Add +4.6% | 366,545 | $34.9M |
| Qube Research & Technologies Ltd | 0.05% | Add +42.7% | 349,295 | $33.2M |
| Integrated Wealth Concepts LLC | 0.29% | Reduce -1.8% | 338,098 | $32.2M |
| Park Avenue Securities LLC | 0.25% | Reduce -30.3% | 331,718 | $31.6M |
| Lineweaver Wealth Advisors, LLC | 4.29% | Add +0.2% | 307,540 | $29.3M |
| Balyasny Asset Management L.P. | 0.06% | New | 306,619 | $29.2M |
| Citigroup Inc. | 0.02% | Add +65.8% | 303,960 | $28.9M |
| GDS Wealth Management | 1.91% | Add +1.9% | 303,422 | $28.9M |
| Rehmann Capital Advisory Group | 1.55% | Add +4.8% | 298,458 | $28.4M |
| Symmetry Partners, LLC | 3.07% | Add +12.7% | 296,590 | $28.2M |
| Sagespring Wealth Partners, LLC | 0.53% | Reduce -9.7% | 283,353 | $27.0M |
| Lido Advisors, LLC | 0.11% | Add +148.5% | 267,969 | $25.5M |
| Envestnet Portfolio Solutions, Inc. | 0.09% | Reduce -4.1% | 267,224 | $25.4M |
| Kestra Advisory Services, LLC | 0.12% | Reduce -2.0% | 266,139 | $25.3M |
| Creative Planning | 0.02% | Reduce -1.1% | 263,666 | $25.1M |
| Cornerstone Wealth Management, LLC | 1.31% | Reduce -1.9% | 248,744 | $23.7M |
| Well Done, LLC | 4.01% | Add +1.4% | 247,419 | $23.5M |
| Capital Advisors, Ltd. LLC | 2.65% | Reduce -0.9% | 246,179 | $23.4M |
| OneDigital Investment Advisors LLC | 0.24% | Reduce -4.7% | 241,427 | $23.0M |
| Citizens Financial Group Inc. | 0.31% | Reduce -6.2% | 239,934 | $22.8M |
| Pacific Center for Financial Services | 5.78% | Reduce -0.6% | 238,345 | $22.7M |
| Stratos Wealth Partners, LTD. | 0.27% | Reduce -1.9% | 236,122 | $22.5M |
| Beacon Pointe Advisors, LLC | 0.19% | Add +7.1% | 233,331 | $22.2M |
| Mirae Asset Global Investments Co., Ltd. | 0.07% | Add +3.1% | 195,000 | $22.0M |
| Baron Silver Stevens Financial Advisors, LLC | 3.17% | Add +0.5% | 227,905 | $21.7M |
| Choreo, LLC | 0.28% | Reduce -2.1% | 227,778 | $21.7M |
| Sanctuary Advisors, LLC | 0.12% | Add +4.9% | 227,260 | $21.6M |
| Goldman Sachs Group Inc. | 0.00% | Add +79.9% | 220,425 | $21.0M |
| Journey Advisory Group, LLC | 1.54% | Reduce -0.6% | 219,257 | $20.9M |
| Hansen & Associates Financial Group, Inc. | 8.67% | New | 21,948 | $20.7M |
| Lowe Wealth Advisors, LLC | 7.55% | Reduce -1.4% | 217,277 | $20.7M |
| Cassia Capital Partners, LLC | 11.29% | Add +1.5% | 217,248 | $20.7M |
| Valmark Advisers, Inc. | 0.27% | Reduce -1.4% | 216,971 | $20.6M |
| Adaptive Financial Consulting, LLC | 8.21% | Add +0.7% | 215,866 | $20.5M |
| Modern Wealth Management, LLC | 0.40% | Add +254.8% | 212,469 | $20.2M |
| MV Capital Management, Inc. | 1.94% | Reduce -1.6% | 211,972 | $20.2M |
| Lester Murray Antman dba SimplyRich | 5.41% | Reduce -3.8% | 210,695 | $20.0M |
| Summit Wealth Partners, LLC | 3.50% | Add +0.1% | 203,925 | $19.4M |
| Comerica Bank | 0.07% | Add +0.2% | 202,847 | $19.3M |
| Intrust Bank NA | 1.54% | Add +1.6% | 195,243 | $18.6M |
| Wealth Advisors of Iowa, LLC | 6.26% | Reduce -0.6% | 193,364 | $18.4M |
| Syntegra Private Wealth Group, LLC | 1.72% | Reduce -4.2% | 191,324 | $18.2M |
| Rockefeller Capital Management L.P. | 0.03% | Reduce -2.0% | 181,376 | $17.3M |
| Leonard Rickey Investment Advisors P.L.L.C. | 3.20% | Add +0.9% | 178,606 | $17.0M |
| Equitable Holdings, Inc. | 0.12% | Add +0.2% | 175,676 | $16.7M |
| Anderson Hoagland & Co. | 1.49% | Add +28.8% | 174,337 | $16.6M |
| Carrera Capital Advisors | 2.97% | Add +1.2% | 174,092 | $16.6M |
| Founders Financial Securities LLC | 1.12% | Add +4.0% | 173,403 | $16.5M |
| Darrow Company, Inc. | 7.58% | Add +4.9% | 172,423 | $16.3M |
| Asset Advisors Investment Management, LLC | 1.53% | Add +2.1% | 169,564 | $16.1M |
| Barrett & Company, Inc. | 5.50% | Add +6.3% | 168,720 | $16.1M |
| Walled Lake Planning & Wealth Management, LLC | 5.27% | Reduce -2.2% | 168,471 | $16.0M |
| Armbruster Capital Management, Inc. | 2.69% | Reduce -0.4% | 166,362 | $15.8M |
| Trinity Wealth Management, LLC | 5.91% | Reduce -0.4% | 165,659 | $15.8M |
| Financial Enhancement Group LLC | 2.11% | Add +0.5% | 164,639 | $15.7M |
| Sequoia Financial Advisors, LLC | 0.10% | Reduce -6.4% | 164,947 | $15.7M |
| D.A. Davidson & Co. | 0.10% | Add +17.8% | 159,866 | $15.2M |
| &partners | 0.10% | Add +28.1% | 159,694 | $15.2M |
| Leelyn Smith, LLC | 2.20% | Add +1.5% | 153,659 | $14.6M |
| Sigma Planning Corp | 0.41% | Reduce -5.0% | 152,898 | $14.5M |
| CreativeOne Wealth, LLC | 0.34% | Add +8.2% | 148,101 | $14.1M |
| OVERSEA-CHINESE BANKING Corp Ltd | 0.36% | Reduce -18.5% | 147,508 | $14.0M |
| TD Capital Management LLC | 1.26% | Reduce -5.8% | 146,794 | $14.0M |
| United Capital Financial Advisors, LLC | 0.10% | Reduce -1.6% | 144,813 | $13.8M |
| Meridian Wealth Advisors, LLC | 1.90% | Add +2.9% | 140,722 | $13.4M |
| Enzi Wealth | 4.65% | Add +1.1% | 141,799 | $13.2M |
| Apella Capital, LLC | 0.29% | Reduce -15.8% | 141,035 | $13.2M |
| Merit Financial Group, LLC | 0.12% | Add +0.3% | 137,701 | $13.1M |
| Wealth Management Resources, Inc. | 4.21% | Add +0.5% | 136,791 | $13.0M |
| Money Concepts Capital Corp. | 0.80% | Add +2.1% | 136,532 | $13.0M |
| Ironwood Wealth Management, Inc. | 5.94% | Add +3.6% | 137,858 | $13.0M |
| Beacon Bank & Trust | 2.78% | Add +6.5% | 135,943 | $12.9M |
| Banco Santander, S.A. | 0.11% | Reduce -16.1% | 135,589 | $12.9M |
| KilterHowling LLC | 7.06% | Add +1.9% | 133,216 | $12.7M |
| White Pine Investment CO | 2.93% | Reduce -1.7% | 129,991 | $12.4M |
| Insight Wealth Strategies, LLC | 1.44% | Reduce -7.7% | 128,838 | $12.3M |
| Legacy Advisory Services, LLC | 9.24% | Add +2.6% | 128,809 | $12.3M |
| Kwmg, LLC | 1.07% | Add +4.2% | 128,013 | $12.2M |
| Fortune Financial Advisors, LLC | 9.13% | Add +0.8% | 127,498 | $12.1M |
| AQR Capital Management | 0.01% | Add +19.0% | 125,695 | $12.0M |
| Portfolio Design Labs, LLC | 2.01% | Reduce -66.6% | 123,334 | $11.7M |
| Spectrum Asset Management, Inc. (NB/CA) | 4.12% | Add +2.8% | 123,164 | $11.7M |
| Gerber Kawasaki Wealth & Investment Management | 0.39% | Reduce -0.5% | 120,927 | $11.5M |
| Nations Financial Group Inc, /Ia/ | 0.72% | Reduce -7.6% | 120,717 | $11.5M |
| Evergreen Capital Management LLC | 0.27% | Add +7.2% | 120,058 | $11.4M |
| Verus Capital Partners, LLC | 0.88% | Add +0.2% | 119,265 | $11.3M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.02% | Reduce -62.9% | 118,000 | $11.2M |
| Capital Planning LLC | 3.25% | Add +1.0% | 117,128 | $11.1M |
| Winthrop Capital Management, LLC | 2.68% | Add +4.3% | 116,373 | $11.1M |
| NorthCoast Asset Management LLC | 0.04% | Reduce -6.3% | 116,107 | $11.0M |
| Garrett Wealth Advisory Group, LLC | 2.12% | Reduce -0.9% | 114,539 | $10.9M |
| Mgo One Seven LLC | 0.25% | Add +31.1% | 114,261 | $10.9M |
| Ascent Group, LLC | 0.38% | Reduce -63.7% | 111,812 | $10.6M |
| Ancora Advisors LLC | 0.21% | Add +3.2% | 110,582 | $10.5M |
| Cresset Asset Management, LLC | 0.05% | Reduce -1.0% | 110,559 | $10.5M |
| Kennedy Investment Group, Inc. | 4.17% | Add +8.8% | 110,277 | $10.5M |
| Moneco Advisors, LLC | 0.86% | Reduce -3.3% | 108,061 | $10.3M |
| Atom Investors LP | 0.78% | Reduce -4.4% | 107,544 | $10.2M |
| Jmac Enterprises LLC | 2.01% | Add +1.8% | 106,742 | $10.2M |
| Brickley Wealth Management | 1.77% | Add +0.2% | 106,470 | $10.1M |
| Sowell Financial Services LLC | 0.39% | Reduce -5.3% | 106,040 | $10.1M |
| MorganRosel Wealth Management, LLC | 2.61% | Reduce -9.3% | 105,804 | $10.1M |
| Modus Advisors, LLC | 2.72% | Reduce -4.0% | 105,202 | $10.0M |
| New England Private Wealth Advisors LLC | 1.32% | Add +0.4% | 105,022 | $10.0M |
| Bellwether Advisors, LLC | 1.63% | Add +0.4% | 103,318 | $9.8M |
| J.W. Cole Advisors, Inc. | 0.19% | Reduce -5.8% | 102,529 | $9.8M |
| Rakuten Investment Management, Inc. | 0.03% | — | 102,883 | $9.7M |
| Bay Rivers Group | 4.10% | Add +1.4% | 102,372 | $9.7M |
| Baird Financial Group, Inc. | 0.02% | Reduce -30.0% | 102,083 | $9.7M |
| Flagship Private Wealth, LLC | 3.90% | Reduce -42.1% | 101,970 | $9.7M |
| IFP Advisors, Inc | 0.25% | Add +74.4% | 101,824 | $9.7M |
| Clearstead Advisors, LLC | 0.14% | Reduce -9.9% | 101,314 | $9.6M |
| M&T Bank Corp | 0.03% | Reduce -24.2% | 100,730 | $9.6M |
| Custos Family Office, LLC | 5.34% | Reduce -53.5% | 99,345 | $9.5M |
| Snowden Capital Advisors LLC | 0.26% | Add +0.3% | 98,941 | $9.4M |
| MA Private Wealth | 1.53% | Add +0.4% | 95,780 | $9.1M |
| Stock Yards Bank & Trust Co. | 0.28% | Reduce -2.7% | 95,395 | $9.1M |
| Van Hulzen Asset Management, LLC | 0.67% | Add +4.1% | 95,305 | $9.1M |
| Calamos Wealth Management LLC | 0.33% | Add +0.4% | 94,871 | $9.0M |
| Diversify Advisory Services, LLC | 0.30% | Add +4.1% | 96,276 | $8.9M |
| Vestmark Advisory Solutions, Inc. | 0.17% | Add +1292.5% | 93,310 | $8.9M |
| IHT Wealth Management, LLC | 0.22% | Reduce -6.9% | 92,604 | $8.8M |
| BridgePort Financial Solutions, LLC | 2.34% | Reduce -1.7% | 91,533 | $8.7M |
| Principal Securities, Inc. | 0.14% | Add +1.7% | 89,691 | $8.5M |
| Per Stirling Capital Management, LLC. | 1.00% | Reduce -0.2% | 87,776 | $8.4M |
| Savant Capital, LLC | 0.05% | Reduce -4.2% | 85,468 | $8.1M |
| Kelly Financial Group LLC | 2.16% | Add +8.1% | 85,464 | $8.1M |
| Aspiriant, LLC | 0.25% | Reduce -1.3% | 85,448 | $8.1M |
| Concurrent Investment Advisors, LLC | 0.14% | Add +1.4% | 85,186 | $8.1M |
| Parallel Advisors, LLC | 0.15% | Reduce -11.8% | 84,520 | $8.0M |
| Ibex Wealth Advisors | 0.77% | Reduce -0.5% | 84,374 | $8.0M |
| Blair William & Co. | 0.02% | Reduce -6.2% | 83,185 | $7.9M |
| Guardian Asset Advisors, LLC | 4.24% | Add +1942.3% | 82,735 | $7.9M |
| Mann Financial Group, Inc. | 7.69% | — | 81,847 | $7.8M |
| Kingswood Wealth Advisors, LLC | 0.46% | Add +2.2% | 80,685 | $7.7M |
| Elevation Capital Advisory, LLC | 3.03% | New | 79,645 | $7.6M |
| Silvercrest Asset Management Group LLC | 0.05% | No change | 79,076 | $7.5M |
| Prospera Financial Services Inc | 0.13% | Reduce -2.6% | 78,604 | $7.5M |
| Vestcor Inc | 0.22% | Reduce -32.0% | 78,138 | $7.4M |
| Courier Capital LLC | 0.43% | Add +9.1% | 78,024 | $7.4M |
| Keeler & Nadler Financial Planning & Wealth Management | 2.71% | Reduce -5.0% | 77,599 | $7.4M |
| Gladstone Institutional Advisory LLC | 0.28% | Reduce -2.1% | 76,617 | $7.3M |
| Essex Financial Services, Inc. | 0.44% | Add +4.0% | 76,529 | $7.3M |
| Aptus Capital Advisors, LLC | 0.07% | Add +1.7% | 76,529 | $7.3M |
| Avant Capital LLC | 5.11% | Reduce -0.9% | 76,323 | $7.3M |
| SageView Advisory Group, LLC | 0.25% | Reduce -4.8% | 75,709 | $7.2M |
| Mather Group, Llc. | 0.07% | Add +1.1% | 75,597 | $7.2M |
| L. Roy Papp & Associates, LLP | 0.81% | Reduce -4.1% | 75,348 | $7.2M |
| Shore Point Advisors, LLC | 3.17% | Add +12.1% | 75,289 | $7.2M |
| Mayflower Financial Advisors, LLC | 0.90% | Reduce -2.7% | 74,999 | $7.1M |
| Birchbrook, Inc. | 3.68% | Reduce -42.3% | 74,823 | $7.1M |
| Spreng Capital Management, Inc. | 2.92% | Reduce -10.3% | 74,812 | $7.1M |
| Moloney Securities Asset Management, LLC | 0.85% | Add +0.0% | 74,605 | $7.1M |
| FAS Wealth Partners, Inc. | 0.48% | Add +0.4% | 74,326 | $7.1M |
| Able Wealth Management LLC | 2.59% | Add +1.2% | 72,394 | $6.9M |
| Running Point Capital Advisors, LLC | 1.84% | Reduce -1.3% | 72,282 | $6.9M |
| Ball & Co Wealth Management Inc. | 4.52% | Reduce -67.3% | 71,424 | $6.8M |
| AE Wealth Management LLC | 0.04% | Add +12.0% | 71,214 | $6.8M |
| Select Asset Management & Trust | 2.06% | No change | 70,420 | $6.7M |
| Orion Porfolio Solutions, LLC | 0.05% | Reduce -2.6% | 68,823 | $6.5M |
| Csenge Advisory Group | 0.31% | Add +3.7% | 68,802 | $6.5M |
| Shepherd Kaplan Krochuk, LLC | 5.37% | Reduce -9.2% | 68,771 | $6.5M |
| Guerra Pan Advisors, LLC | 3.96% | Reduce -0.2% | 68,749 | $6.5M |
| World Investment Advisors | 0.13% | Reduce -9.2% | 68,673 | $6.5M |
| Perigon Wealth Management, LLC | 0.13% | Reduce -1.2% | 68,285 | $6.5M |
| Investment Advisory Group, LLC | 1.76% | Reduce -0.4% | 67,977 | $6.5M |
| Family Capital Trust Co | 2.16% | Reduce -5.5% | 67,931 | $6.5M |
| Wharton Business Group, LLC | 0.28% | Reduce -0.8% | 67,894 | $6.5M |
| Allred Capital Management, LLC | 2.24% | Add +0.0% | 67,738 | $6.4M |
| Redwood Park Advisors LLC | 4.76% | Add +0.2% | 67,235 | $6.4M |
| Independence Bank of Kentucky | 0.82% | Reduce -0.2% | 67,194 | $6.4M |
| Bank of Montreal | 0.00% | Add +48.7% | 66,636 | $6.3M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -1.7% | 66,392 | $6.3M |
| Independent Financial Group, LLC | 0.15% | Reduce -0.1% | 66,008 | $6.3M |
| Summit Financial, LLC | 0.10% | Add +2.0% | 65,223 | $6.2M |
| Kathleen S. Wright Associates Inc. | 2.26% | Add +0.1% | 63,955 | $6.1M |
| Arkadios Wealth Advisors | 0.15% | Reduce -3.8% | 63,900 | $6.1M |
| Quantinno Capital Management LP | 0.02% | Add +40.9% | 63,079 | $6.0M |
| Hobbs Group Advisors, LLC | 1.87% | Add +0.5% | 63,053 | $6.0M |
| Altfest L J & Co. Inc. | 0.67% | New | 62,933 | $6.0M |
| Atria Investments, Inc | 0.07% | Add +2.5% | 62,861 | $6.0M |
| Gateway Wealth Partners, LLC | 0.80% | Add +21.6% | 61,932 | $5.9M |
| Corient Private Wealth LP | 0.01% | Add +6.3% | 61,772 | $5.9M |
| AlphaCore Capital LLC | 0.20% | Add +0.3% | 61,571 | $5.9M |
| Choate Investment Advisors | 0.12% | Add +0.2% | 61,068 | $5.8M |
| Dakota Wealth Management | 0.12% | Reduce -8.7% | 60,369 | $5.7M |
| High Net Worth Advisory Group LLC | 1.37% | Reduce -0.1% | 59,701 | $5.7M |
| Alliancebernstein L.P. | 0.00% | Reduce -69.8% | 59,659 | $5.7M |
| Allworth Financial LP | 0.03% | Reduce -24.2% | 59,574 | $5.7M |
| Berkshire Money Management, Inc. | 0.58% | Reduce -78.0% | 59,435 | $5.7M |
| Franklin Resources Inc. | 0.00% | Reduce -0.5% | 58,713 | $5.6M |
| CFM Wealth Partners LLC | 0.80% | Add +1.8% | 58,244 | $5.5M |
| Western Wealth Management, LLC | 0.29% | Reduce -1.1% | 57,817 | $5.5M |
| 1900 Wealth Management LLC | 0.37% | Reduce -0.1% | 57,608 | $5.5M |
| Focus Partners Advisor Solutions, LLC | 0.06% | Add +43.7% | 57,812 | $5.4M |
| Sequent Asset Management, LLC | 2.58% | Reduce -7.2% | 56,952 | $5.4M |
| Apollon Financial, LLC | 0.90% | Reduce -0.5% | 56,484 | $5.4M |
| Camden National Bank | 0.74% | Add +0.3% | 55,763 | $5.3M |
| Apexium Financial, LP | 0.26% | Reduce -2.4% | 55,664 | $5.3M |
| WealthBridge Capital Management, LLC | 1.24% | Add +3.0% | 55,554 | $5.3M |
| Colonial Trust Advisors | 0.40% | No change | 54,620 | $5.2M |
| Curtis Advisory Group, LLC | 1.17% | Add +60.4% | 54,460 | $5.2M |
| Littlejohn Financial Services, Inc. | 3.74% | New | 53,895 | $5.1M |
| Haverford Trust Co | 0.05% | Reduce -2.6% | 53,596 | $5.1M |
| Susquehanna International Group, LLP | 0.01% | Add +468.1% | 53,371 | $5.1M |
| Tompkins Financial Corp. | 0.42% | Reduce -0.3% | 52,919 | $5.0M |
| Focus Financial Network, Inc. | 0.18% | Add +13.8% | 52,598 | $5.0M |
| Caliber Wealth Management, LLC / KS | 0.55% | Reduce -1.8% | 52,139 | $5.0M |
| Foundations Investment Advisors, LLC | 0.07% | Reduce -16.2% | 51,486 | $4.9M |
| Montecito Bank & Trust | 0.76% | — | 51,395 | $4.9M |
| Tradition Wealth Management, LLC | 0.36% | Reduce -47.4% | 50,980 | $4.9M |
| Wells Financial Advisors INC | 6.45% | Reduce -7.8% | 50,647 | $4.8M |
| Apollon Wealth Management, LLC | 0.09% | Reduce -1.2% | 50,258 | $4.8M |
| Roehl & Yi Investment Advisors, LLC | 2.08% | Reduce -3.4% | 50,154 | $4.8M |
| Fragasso Financial Advisors Inc | 0.30% | Reduce -1.3% | 49,969 | $4.8M |
| VestGen Advisors, LLC | 0.16% | Reduce -6.7% | 49,943 | $4.8M |
| Advisory Services Network, LLC | 0.07% | Add +0.7% | 49,789 | $4.7M |
| McNaughton Wealth Management, LLC | 1.98% | Reduce -0.8% | 49,443 | $4.7M |
| Alpine Bank Wealth Management | 0.65% | Reduce -25.9% | 48,873 | $4.6M |
| Milestone Investment Advisors LLC | 1.15% | Reduce -0.0% | 48,715 | $4.6M |
| Cordatus Wealth Management LLC | 1.08% | Reduce -4.8% | 48,078 | $4.6M |
| Round Rock Advisors LLC | 0.72% | Reduce -1.6% | 48,013 | $4.6M |
| Ade, LLC | 2.23% | Reduce -3.7% | 46,367 | $4.4M |
| Commerce Bank | 0.02% | Add +19.7% | 46,034 | $4.4M |
| Allstate Corp. | 0.10% | Reduce -31.9% | 45,732 | $4.4M |
| Forefront Wealth Partners, LLC | 1.09% | New | 45,630 | $4.3M |
| Crestwood Advisors Group, LLC | 0.07% | Reduce -3.8% | 45,575 | $4.3M |
| Fiduciary Trust Co | 0.05% | Add +0.7% | 45,371 | $4.3M |
| Emerald Advisors, LLC | 0.57% | Add +6.5% | 45,186 | $4.3M |
| Rik Saylor Financial, Inc. | 3.14% | Reduce -1.1% | 45,159 | $4.3M |
| Forefront Analytics, LLC | 4.14% | Reduce -0.1% | 45,153 | $4.3M |
| Woodside Wealth Management LLC | 3.39% | Reduce -0.2% | 45,151 | $4.3M |
| Journey Strategic Wealth LLC | 0.12% | Reduce -2.2% | 44,220 | $4.2M |
| Global Retirement Partners, LLC | 0.09% | Add +0.3% | 44,005 | $4.2M |
| Cozad Asset Management Inc. | 0.33% | Reduce -3.8% | 44,001 | $4.2M |
| Kingsview Wealth Management, LLC | 0.06% | Add +64.0% | 43,887 | $4.2M |
| Flagship Harbor Advisors, LLC | 0.18% | Add +0.5% | 43,733 | $4.2M |
| Acorn Wealth Advisors, LLC | 1.29% | Reduce -1.6% | 43,321 | $4.1M |
| RHS Financial, LLC | 2.14% | Reduce -9.2% | 43,313 | $4.1M |
| Mutual Advisors, LLC | 0.09% | Reduce -16.7% | 43,315 | $4.1M |
| Legacy Private Trust Co. | 0.24% | Reduce -2.2% | 42,815 | $4.1M |
| HHM Wealth Advisors, LLC | 0.47% | Reduce -0.9% | 42,699 | $4.1M |
| Strategic Point Investment Advisors, LLC | 0.58% | Add +2.8% | 42,625 | $4.1M |
| Cynosure Group, LLC | 0.44% | Add +16.8% | 42,424 | $4.0M |
| Trilogy Capital Inc. | 0.19% | Reduce -5.8% | 42,199 | $4.0M |
| Petix & Botte Co | 0.92% | Reduce -9.2% | 42,093 | $4.0M |
| Ashton Thomas Private Wealth, LLC | 0.10% | Add +4.2% | 42,083 | $4.0M |
| Arkansas Financial Group, Inc. | 0.59% | Reduce -0.7% | 41,977 | $4.0M |
| Fidelis Capital Partners, LLC | 0.31% | Reduce -1.3% | 41,910 | $4.0M |
| Mandatum Life Insurance Co Ltd | 0.94% | Reduce -1.5% | 41,527 | $4.0M |
| Pecaut & Co. | 1.26% | Reduce -52.3% | 41,152 | $3.9M |
| Pathstone Holdings, LLC | 0.01% | Add +5.5% | 40,703 | $3.9M |
| Croban | 2.55% | Add +9.9% | 40,260 | $3.8M |
| Muirfield Wealth Advisors LLC | 2.84% | Add +2.0% | 40,213 | $3.8M |
| Calton & Associates, Inc. | 0.57% | Reduce -1.4% | 39,959 | $3.8M |
| UMB Bank, n.a. | 0.06% | Add +57.0% | 39,863 | $3.8M |
| Weaver Consulting Group | 0.96% | Reduce -1.2% | 39,842 | $3.8M |
| Carr Financial Group Corp | 1.04% | Reduce -16.5% | 39,662 | $3.8M |
| Cascades Capital Asset Management, LLC | 1.66% | Reduce -18.4% | 39,098 | $3.7M |
| Yeomans Consulting Group, Inc. | 1.27% | Add +1.7% | 38,879 | $3.7M |
| Bell Investment Advisors, Inc | 0.60% | Reduce -0.1% | 38,417 | $3.7M |
| Prime Capital Investment Advisors, LLC | 0.05% | Reduce -1.1% | 38,289 | $3.6M |
| CGN Advisors LLC | 0.30% | Add +0.4% | 38,193 | $3.6M |
| Hibernia Wealth Partners, LLC | 2.33% | Reduce -49.9% | 38,162 | $3.6M |
| Keystone Financial Group | 0.28% | Reduce -4.6% | 37,953 | $3.6M |
| Great Valley Advisor Group, Inc. | 0.07% | Reduce -5.7% | 37,892 | $3.6M |
| Sagard Holdings Management Inc. | 17.97% | No change | 37,714 | $3.6M |
| IFG Advisory, LLC | 0.16% | Reduce -9.4% | 37,483 | $3.6M |
| Sugar Maple Asset Management, LLC | 2.51% | Add +1.9% | 36,845 | $3.5M |
| Strategic Blueprint, LLC | 0.15% | Reduce -2.8% | 36,812 | $3.5M |
| Brandywine Oak Private Wealth LLC | 0.30% | Reduce -4.3% | 36,763 | $3.5M |
| Cora Capital Advisors LLC | 1.48% | Reduce -3.3% | 36,550 | $3.5M |
| Investment Partners, LTD. | 1.22% | Add +0.1% | 36,373 | $3.5M |
| 10Elms LLP | 3.58% | Add +4.7% | 36,344 | $3.5M |
| Cardinal Strategic Wealth Guidance | 0.93% | Reduce -10.7% | 36,162 | $3.4M |
| CX Institutional | 0.10% | Add +1.8% | 36,162 | $3.4M |
| Brass Tax Wealth Management, Inc. | 0.57% | Reduce -2.1% | 36,072 | $3.4M |
| Signature Estate & Investment Advisors LLC | 0.07% | Reduce -0.3% | 36,007 | $3.4M |
| Elevation Point Wealth Partners, LLC | 0.24% | Add +447.5% | 35,954 | $3.4M |
| Daiwa Securities Group Inc. | 0.01% | Reduce -5.8% | 35,800 | $3.4M |
| Mullooly Asset Management, Inc. | 1.30% | Add +4.2% | 35,597 | $3.4M |
| One Wealth Advisors, LLC | 0.42% | Add +3.0% | 35,462 | $3.4M |
| GPS Wealth Strategies Group, LLC | 0.35% | Reduce -2.9% | 35,154 | $3.3M |
| GGM Financial LLC | 1.68% | Reduce -0.4% | 34,945 | $3.3M |
| BCM Advisors, LLC | 0.67% | Reduce -0.8% | 35,184 | $3.3M |
| Foster Group, Inc. | 0.10% | Add +0.8% | 34,634 | $3.3M |
| Delta Wealth Advisors LLC | 2.57% | Add +3.5% | 34,577 | $3.3M |
| Brown Wealth Management, LLC | 0.92% | Reduce -0.8% | 34,446 | $3.3M |
| Defined Wealth Management, LLC | 1.90% | Reduce -0.3% | 34,323 | $3.3M |
| Johnson Financial Group, Inc. | 0.12% | Add +11.3% | 33,885 | $3.2M |
| Ameritas Advisory Services, LLC | 0.21% | Add +14.0% | 33,856 | $3.2M |
| Cyndeo Wealth Partners, LLC | 0.18% | Reduce -3.6% | 33,856 | $3.2M |
| Syverson Strege & Co | 0.77% | Reduce -3.5% | 33,706 | $3.2M |
| Diversified Enterprises, LLC | 0.22% | Reduce -1.0% | 33,651 | $3.2M |
| Family Manage LLC | 0.44% | Add +1.6% | 33,506 | $3.2M |
| Marino, Stram & Associates LLC | 0.57% | Reduce -0.3% | 33,493 | $3.2M |
| Gotham Asset Management | 0.01% | Add +121.1% | 33,360 | $3.2M |
| Guardian Wealth Advisors, LLC / NC | 0.21% | Reduce -0.1% | 33,248 | $3.2M |
| Vise Technologies, Inc. | 0.12% | Reduce -31.5% | 33,209 | $3.2M |
| Mechanics Bank Trust Department | 0.44% | Reduce -2.2% | 33,077 | $3.1M |
| Tacita Capital Inc | 1.90% | Reduce -2.0% | 33,023 | $3.1M |
| Sarver Vrooman Wealth Advisors | 2.02% | Add +5.0% | 32,980 | $3.1M |
| Performance Wealth Partners, LLC | 0.09% | Add +7.5% | 32,776 | $3.1M |
| Pallas Capital Advisors LLC | 0.11% | Reduce -1.5% | 32,613 | $3.1M |
| Delos Wealth Advisors, LLC | 2.09% | Add +12.9% | 32,611 | $3.1M |
| O'shaughnessy Asset Management, LLC | 0.02% | Add +2.5% | 32,538 | $3.1M |
| First Heartland Consultants, Inc. | 0.24% | Add +1.9% | 31,423 | $3.0M |
| Bowman & Co S.C. | 1.25% | Add +2.0% | 30,938 | $2.9M |
| Capital Investment Advisory Services, LLC | 0.23% | Reduce -0.7% | 30,869 | $2.9M |
| Aries Wealth Management | 0.69% | Reduce -5.2% | 30,645 | $2.9M |
| Milestone Asset Management Group, LLC | 1.82% | Add +3.4% | 30,352 | $2.9M |
| Waverly Advisors, LLC | 0.03% | Reduce -1.0% | 30,186 | $2.9M |
| Farther Finance Advisors, LLC | 0.04% | Reduce -1.4% | 29,943 | $2.8M |
| Patriot Investment Management Group, Inc. | 0.18% | Add +0.4% | 29,572 | $2.8M |
| Golden State Wealth Management, LLC | 0.31% | Reduce -0.4% | 29,542 | $2.8M |
| Natixis Advisors, LLC | 0.00% | Add +6.3% | 29,275 | $2.8M |
| Partners Capital Investment Group, LLP | 0.11% | Add +0.4% | 29,220 | $2.8M |
| Visionary Wealth Advisors | 0.13% | Reduce -0.2% | 29,155 | $2.8M |
| New England Asset Management Inc. | 0.38% | No change | 29,150 | $2.8M |
| ETF Store, Inc. | 2.92% | Add +4.6% | 28,911 | $2.8M |
| Berman McAleer LLC | 0.38% | — | 28,822 | $2.7M |
| Icon Wealth Advisors, LLC | 0.19% | Add +19.5% | 28,698 | $2.7M |
| Lodestar Private Asset Management LLC | 0.28% | Reduce -0.8% | 28,606 | $2.7M |
| McMorgan & Co. LLC | 0.41% | Reduce -27.0% | 28,249 | $2.7M |
| Level Four Advisory Services, LLC | 0.09% | Reduce -8.8% | 28,230 | $2.7M |
| Wealth Management Partners, LLC | 0.85% | Reduce -3.5% | 27,996 | $2.7M |
| Pension & Wealth Management Advisors, Inc. | 0.84% | Reduce -0.9% | 27,900 | $2.7M |
| Sax Wealth Advisors, LLC | 0.14% | Reduce -8.8% | 27,730 | $2.6M |
| Jane Street Group, LLC | 0.00% | New | 27,548 | $2.6M |
| Cary Street Partners Financial LLC | 0.07% | Reduce -8.3% | 26,500 | $2.5M |
| TD Waterhouse Canada Inc. | 0.02% | Reduce -47.1% | 26,445 | $2.5M |
| Absolute Capital Management, LLC | 1.07% | Reduce -26.9% | 26,324 | $2.5M |
| Capital Analysts, LLC | 0.07% | Add +4.2% | 26,275 | $2.5M |
| Detalus Advisors, LLC | 0.64% | Add +5.8% | 26,052 | $2.5M |
| Blake Schutter Theil Wealth Advisors, LLC | 2.44% | Reduce -1.6% | 25,890 | $2.5M |
| Composition Wealth, LLC | 0.04% | Reduce -29.8% | 25,784 | $2.5M |
| Regal Investment Advisors LLC | 0.16% | Add +2.1% | 25,669 | $2.4M |
| Symphony Financial Services, Inc. | 1.31% | Add +23.0% | 25,662 | $2.4M |
| Sheridan Capital Management, LLC | 1.28% | Reduce -72.3% | 25,426 | $2.4M |
| Mascoma Wealth Management LLC | 0.53% | Reduce -13.9% | 25,330 | $2.4M |
| Nwam LLC | 0.13% | Reduce -17.0% | 25,373 | $2.4M |
| DecisionMap Wealth Management, LLC | 1.53% | Add +2.4% | 25,103 | $2.4M |
| Santori & Peters, Inc. | 0.85% | Reduce -3.1% | 25,017 | $2.4M |
| Whittier Trust Co. | 0.03% | No change | 25,011 | $2.4M |
| Capital Insight Partners, LLC | 0.39% | Reduce -5.7% | 25,005 | $2.4M |
| MGB Wealth Management, LLC | 0.67% | Add +0.0% | 25,016 | $2.4M |
| National Bank of Canada | 0.00% | Add +4.7% | 24,824 | $2.4M |
| First Citizens Bank & Trust Co. | 0.05% | Reduce -0.6% | 24,782 | $2.4M |
| Legacy Financial Advisors, Inc. | 0.32% | Reduce -11.4% | 24,693 | $2.3M |
| Summit Investment Advisory Services, LLC | 0.94% | Reduce -1.2% | 24,681 | $2.3M |
| Fiduciary Financial Group, LLC | 0.37% | Reduce -1.0% | 24,420 | $2.3M |
| Hoese & Co LLP | 1.77% | Reduce -7.8% | 24,395 | $2.3M |
| Maridea Wealth Management LLC | 0.36% | Reduce -22.5% | 24,262 | $2.3M |
| Diversified Trust Co. | 0.05% | No change | 23,785 | $2.3M |
| ACT Advisors, LLC. | 0.91% | Reduce -4.8% | 23,693 | $2.3M |
| Signaturefd, LLC | 0.04% | No change | 23,671 | $2.3M |
| Strategic Family Wealth Counselors, L.L.C. | 0.58% | Reduce -3.8% | 23,607 | $2.2M |
| Keebeck Wealth Management | 0.27% | Reduce -8.7% | 23,578 | $2.2M |
| Hicks Capital Management LLC | 3.66% | No change | 23,525 | $2.2M |
| TPG Advisors LLC | 1.47% | Add +0.6% | 23,510 | $2.2M |
| Financial Advocates Investment Management | 1.25% | Reduce -37.8% | 21,568 | $2.2M |
| Savvy Advisors, Inc. | 0.10% | Add +195.8% | 23,297 | $2.2M |
| Summit Trail Advisors, LLC | 0.03% | No change | 23,221 | $2.2M |
| Renaissance Technologies | 0.00% | New | 23,100 | $2.2M |
| Y-Intercept (Hong Kong) Ltd | 0.05% | Add +245.6% | 23,032 | $2.2M |
| Centurion Wealth Management LLC | 0.50% | Add +0.4% | 23,024 | $2.2M |
| 180 Wealth Advisors, LLC | 0.27% | Reduce -3.6% | 22,830 | $2.2M |
| Tranquilli Financial Advisor LLC | 1.27% | Add +4.7% | 22,657 | $2.2M |
| NewEdge Wealth, LLC | 0.03% | Add +34.3% | 23,018 | $2.1M |
| Stephens Inc. | 0.03% | Add +15.4% | 22,441 | $2.1M |
| Strategic Investment Advisors / MI | 0.19% | Reduce -98.2% | 428 | $2.1M |
| Scotia Capital Inc. | 0.01% | Add +4.2% | 22,397 | $2.1M |
| PCA Investment Advisory Services Inc. | 0.79% | Add +10.0% | 22,357 | $2.1M |
| Ballew Advisors, Inc | 1.19% | Reduce -10.1% | 22,446 | $2.1M |
| Hilltop Partners LLC | 0.62% | Reduce -5.2% | 21,928 | $2.1M |
| Vanguard Group Inc. | 0.00% | Reduce -0.0% | 21,841 | $2.1M |
| PFG Investments, LLC | 0.11% | Reduce -0.2% | 21,734 | $2.1M |
| Friedenthal Financial | 1.06% | Reduce -0.3% | 21,621 | $2.1M |
| Advisory Alpha, LLC | 0.06% | Add +9.2% | 21,579 | $2.0M |
| Chilton Investment Co. Inc. | 0.04% | New | 21,500 | $2.0M |
| Harbour Investments, Inc. | 0.05% | Reduce -0.8% | 21,384 | $2.0M |
| Roof Eidam Maycock Peralta, LLC | 0.49% | Reduce -5.0% | 21,346 | $2.0M |
| Tanglewood Legacy Advisors, LLC | 0.78% | Reduce -2.5% | 21,288 | $2.0M |
| Tritonpoint Wealth, LLC | 0.17% | Reduce -1.4% | 21,263 | $2.0M |
| Arcus Capital Partners, LLC | 0.88% | Reduce -3.2% | 21,218 | $2.0M |
| Forvis Mazars Wealth Advisors, LLC | 0.04% | Add +0.4% | 21,175 | $2.0M |
| Bernardo Wealth Planning LLC | 0.39% | Add +0.2% | 21,111 | $2.0M |
| Magnolia Capital Advisors LLC | 0.52% | Reduce -69.4% | 21,047 | $2.0M |
| Robertson Stephens Wealth Management, LLC | 0.06% | Reduce -66.7% | 20,945 | $2.0M |
| Mosaic Family Wealth Partners, LLC | 0.23% | Add +0.0% | 20,913 | $2.0M |
| Salem Investment Counselors Inc. | 0.06% | Add +20.0% | 20,713 | $2.0M |
| Shepherd Financial Partners LLC | 0.19% | Reduce -0.7% | 20,654 | $2.0M |
| Spire Wealth Management | 0.07% | Reduce -62.9% | 20,644 | $2.0M |
| GC Wealth Management RIA, LLC | 0.06% | Add +352.1% | 20,518 | $2.0M |
| Almanack Investment Partners, LLC. | 0.30% | No change | 20,319 | $1.9M |
| Forum Private Client Group LLC | 0.69% | Reduce -1.7% | 20,291 | $1.9M |
| HB Wealth Management, LLC | 0.01% | Add +33.7% | 20,286 | $1.9M |
| Elevate Wealth Advisory, Inc. | 1.40% | Add +1.7% | 20,196 | $1.9M |
| CoreCap Advisors, LLC | 0.07% | Add +0.3% | 20,111 | $1.9M |
| Cowa, LLC | 0.67% | Add +0.1% | 20,018 | $1.9M |
| Ellis Investment Partners, LLC | 0.34% | Reduce -2.1% | 20,005 | $1.9M |
| Avior Wealth Management, LLC | 0.06% | Reduce -11.9% | 19,976 | $1.9M |
| Capital Asset Advisory Services LLC | 0.08% | Reduce -59.5% | 19,718 | $1.9M |
| Axxcess Wealth Management, LLC | 0.04% | Reduce -59.5% | 19,718 | $1.9M |
| Benjamin Edwards Inc. | 0.02% | Add +4.6% | 19,388 | $1.8M |
| Ascent Wealth Partners, LLC | 0.21% | Add +0.5% | 19,368 | $1.8M |
| 5T Wealth, LLC | 0.80% | Reduce -0.7% | 19,366 | $1.8M |
| Edmond DE Rothschild Holding S.A. | 0.03% | Reduce -53.1% | 19,310 | $1.8M |
| Welch & Forbes LLC | 0.02% | No change | 19,116 | $1.8M |
| GFG Capital, LLC | 0.63% | Reduce -1.4% | 19,048 | $1.8M |
| Integrated Advisors Network LLC | 0.08% | Add +3.8% | 19,042 | $1.8M |
| BCGM Wealth Management, LLC | 0.47% | Add +0.2% | 18,857 | $1.8M |
| Black Diamond Financial, LLC | 0.20% | Reduce -3.7% | 18,716 | $1.8M |
| Strategy Asset Managers LLC | 0.32% | Reduce -0.8% | 18,637 | $1.8M |
| Retirement Planning Group, LLC | 0.06% | Reduce -1.3% | 18,621 | $1.8M |
| Sweeney & Michel, LLC | 0.59% | Add +4.3% | 18,709 | $1.8M |
| Smart Money Group LLC | 0.52% | Add +117.4% | 18,426 | $1.8M |
| NorthRock Partners, LLC | 0.03% | Add +25.9% | 18,307 | $1.7M |
| Fortis Group Advisors, LLC | 0.30% | Reduce -2.9% | 18,663 | $1.7M |
| Trustmark Bank Trust Department | 0.11% | Reduce -3.7% | 18,294 | $1.7M |
| Milestones Private Investment Advisors LLC | 1.18% | Add +0.0% | 18,202 | $1.7M |
| Shufro Rose & Co. LLC | 0.14% | No change | 18,467 | $1.7M |
| Baring Financial LLC | 1.18% | Reduce -6.2% | 18,160 | $1.7M |
| Sage Mountain Advisors LLC | 0.10% | No change | 18,047 | $1.7M |
| Townsend Asset Management Corp. /NC/ | 0.61% | Reduce -2.4% | 17,886 | $1.7M |
| Kirtland Hills Capital Management, LLC | 0.67% | Add +16.4% | 17,712 | $1.7M |
| Intellectus Partners, LLC | 0.32% | Add +0.2% | 17,509 | $1.7M |
| Saxon Interests, Inc. | 0.65% | Reduce -53.1% | 17,662 | $1.7M |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -0.1% | 17,441 | $1.7M |
| Sachetta, LLC | 0.61% | Add +0.0% | 17,360 | $1.7M |
| PFG Advisors | 0.07% | Reduce -3.2% | 17,325 | $1.6M |
| Aspire Growth Partners LLC | 1.20% | Add +0.4% | 17,284 | $1.6M |
| Private Trust Co. NA | 0.14% | Reduce -1.1% | 17,237 | $1.6M |
| Safeguard Investment Advisory Group, LLC | 0.40% | Reduce -3.7% | 17,143 | $1.6M |
| NWF Advisory Services Inc. | 0.18% | Reduce -1.0% | 16,895 | $1.6M |
| Compass Capital Corp. /Ma/ | 0.70% | No change | 17,047 | $1.6M |
| Creekside Partners | 0.70% | Add +0.1% | 16,645 | $1.6M |
| Wealthcare Advisory Partners LLC | 0.03% | Reduce -1.3% | 16,619 | $1.6M |
| Roman Butler Fullerton & Co. | 0.42% | Reduce -0.6% | 16,909 | $1.6M |
| Caprock Group, LLC | 0.04% | — | 16,562 | $1.6M |
| Centric Wealth Management | 0.35% | Add +3.4% | 16,749 | $1.6M |
| Kaydan Wealth Management, Inc. | 0.44% | Reduce -4.2% | 16,272 | $1.5M |
| Ascentis Independent Advisors | 0.26% | Reduce -1.4% | 16,264 | $1.5M |
| Wescott Financial Advisory Group, LLC | 0.14% | Reduce -1.2% | 16,161 | $1.5M |
| CCG Wealth Management, LLC | 0.72% | No change | 16,047 | $1.5M |
| Cypress Wealth Services, LLC | 0.25% | Reduce -1.0% | 16,003 | $1.5M |
| Comprehensive Financial Consultants Institutional, Inc. | 0.47% | Reduce -0.3% | 15,949 | $1.5M |
| Houlihan Financial Resource Group, Ltd. | 1.33% | Reduce -59.1% | 15,940 | $1.5M |
| Granite FO LLC | 0.82% | No change | 15,822 | $1.5M |
| Kestra Private Wealth Services, LLC | 0.02% | Add +6.5% | 15,758 | $1.5M |
| Ausdal Financial Partners, Inc. | 0.07% | Add +12.0% | 15,554 | $1.5M |
| Lanark Financial, Inc. | 0.11% | Add +0.7% | 15,463 | $1.5M |
| CFS Investment Advisory Services, LLC | 0.11% | Reduce -9.2% | 15,526 | $1.5M |
| Northern Trust Corp. | 0.00% | Reduce -21.5% | 15,386 | $1.5M |
| Brown Advisory Inc. | 0.00% | Reduce -4.4% | 15,283 | $1.5M |
| Southland Equity Partners LLC | 0.29% | Reduce -0.1% | 15,247 | $1.5M |
| BXM Wealth LLC | 1.36% | Reduce -3.5% | 15,124 | $1.4M |
| Syntax Research, Inc. | 0.92% | Add +5.5% | 15,103 | $1.4M |
| International Assets Investment Management, LLC | 0.11% | No change | 15,132 | $1.4M |
| Brueske Advisory Services, LLC | 0.78% | Reduce -4.7% | 14,942 | $1.4M |
| Smartleaf Asset Management LLC | 0.09% | Reduce -3.0% | 14,966 | $1.4M |
| Cardiff Park Advisors, LLC | 0.11% | Add +0.0% | 14,890 | $1.4M |
| Kathmere Capital Management, LLC | 0.10% | Add +13.8% | 14,877 | $1.4M |
| Keystone Wealth Services, LLC | 0.31% | Add +0.9% | 14,814 | $1.4M |
| Tranquility Partners, LLC | 0.47% | Add +1.1% | 14,750 | $1.4M |
| Jaffetilchin Investment Partners, LLC | 0.08% | Reduce -0.1% | 14,701 | $1.4M |
| McDonald Partners LLC | 0.42% | Add +0.4% | 14,690 | $1.4M |
| Wetzel Investment Advisors, Inc. | 0.60% | Reduce -0.7% | 14,662 | $1.4M |
| Brighton Jones LLC | 0.03% | Reduce -0.8% | 14,657 | $1.4M |
| Ergawealth Advisors, Inc. | 0.65% | Reduce -18.3% | 14,641 | $1.4M |
| Inscription Capital, LLC | 0.15% | Reduce -0.7% | 14,587 | $1.4M |
| West Wealth Group, LLC | 0.31% | Add +14.2% | 14,693 | $1.4M |
| IRON Financial LLC | 0.66% | Reduce -1.4% | 14,479 | $1.4M |
| Compound Planning, Inc. | 0.04% | Reduce -5.5% | 14,451 | $1.4M |
| Chicago Partners Investment Group LLC | 0.04% | Add +22.8% | 14,581 | $1.4M |
| Thoroughbred Financial Services, LLC | 0.08% | Reduce -2.5% | 14,424 | $1.4M |
| Claro Advisors Inc. | 0.20% | Reduce -4.4% | 14,325 | $1.4M |
| Smith, Moore & Co. | 0.10% | Reduce -24.3% | 14,306 | $1.4M |
| Verdence Capital Advisors LLC | 0.08% | Reduce -1.5% | 14,309 | $1.4M |
| Nova R Wealth, Inc. | 0.57% | Add +0.2% | 14,198 | $1.4M |
| Provident Wealth Management, LLC | 0.41% | Reduce -0.2% | 14,186 | $1.3M |
| Jacobi Capital Management LLC | 0.08% | Reduce -1.8% | 14,170 | $1.3M |
| Peddock Capital Advisors, LLC | 0.29% | No change | 14,061 | $1.3M |
| Sapient Capital LLC | 0.02% | Reduce -24.0% | 13,995 | $1.3M |
| New Insight Wealth Advisors | 0.50% | Reduce -2.2% | 13,900 | $1.3M |
| Perennial Investment Advisors, LLC | 0.11% | Reduce -1.0% | 13,861 | $1.3M |
| Gries Financial LLC | 0.21% | Reduce -1.1% | 13,819 | $1.3M |
| Concentrum Wealth Management | 0.38% | Reduce -0.2% | 13,695 | $1.3M |
| Cherry Tree Wealth Management, LLC | 0.29% | Reduce -0.8% | 13,675 | $1.3M |
| Goldstone Financial Group, LLC | 0.15% | Reduce -3.8% | 13,488 | $1.3M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.15% | Add +0.6% | 13,479 | $1.3M |
| KW Wealth Management LLC | 2.18% | — | 13,444 | $1.3M |
| Physician Wealth Advisors, Inc. | 0.18% | Add +1.4% | 13,379 | $1.3M |
| Retireful, LLC | 1.22% | Reduce -6.7% | 13,250 | $1.3M |
| Yarger Wealth Strategies, LLC | 0.58% | Add +0.4% | 13,246 | $1.3M |
| Wealth Management Associates, Inc. | 0.44% | Add +1.1% | 13,147 | $1.3M |
| Atlas Legacy Advisors, LLC | 0.24% | Reduce -0.8% | 13,052 | $1.2M |
| JMG Financial Group, Ltd. | 0.03% | No change | 12,847 | $1.2M |
| ShoreHaven Wealth Partners, LLC | 0.45% | Reduce -5.0% | 12,784 | $1.2M |
| WT Wealth Management | 0.35% | Reduce -49.3% | 12,745 | $1.2M |
| Strait & Sound Wealth Management LLC | 0.46% | Add +10.6% | 12,626 | $1.2M |
| Centaurus Financial, Inc. | 0.06% | Reduce -1.8% | 12,597 | $1.2M |
| Beta Wealth Group, Inc. | 0.47% | New | 12,589 | $1.2M |
| Mattern Wealth Management LLC | 0.24% | Reduce -2.9% | 12,518 | $1.2M |
| Empire Life Investments Inc. | 0.07% | Add +113.8% | 12,400 | $1.2M |
| J Hagan Capital, Inc. | 0.71% | Add +13.2% | 12,302 | $1.2M |
| CFO4Life Group, LLC | 0.17% | Add +0.1% | 12,221 | $1.2M |
| Ewa, LLC | 0.32% | Reduce -3.6% | 12,206 | $1.2M |
| Intrua Financial, LLC | 0.14% | New | 12,182 | $1.2M |
| VERITY Wealth Advisors | 0.73% | Reduce -0.1% | 12,102 | $1.2M |
| Bravias Capital Group, LLC | 0.77% | Reduce -14.8% | 12,062 | $1.1M |
| Moors & Cabot, Inc. | 0.05% | Reduce -5.3% | 11,982 | $1.1M |
| Advisor Resource Council | 1.54% | Reduce -10.2% | 11,969 | $1.1M |
| Maia Wealth LLC | 0.19% | Reduce -5.0% | 12,153 | $1.1M |
| Armstrong Advisory Group, Inc. | 0.08% | No change | 11,807 | $1.1M |
| K2 Financial Inc. | 0.90% | Add +0.8% | 11,893 | $1.1M |
| Goldstein Advisors, LLC | 0.14% | Add +0.3% | 11,729 | $1.1M |
| Bessemer Group Inc. | 0.00% | Reduce -30.3% | 11,705 | $1.1M |
| TBH Global Asset Management, LLC | 0.22% | New | 11,586 | $1.1M |
| Integrity Alliance, Llc. | 0.05% | Reduce -1.3% | 11,579 | $1.1M |
| Atlas Private Wealth Advisors | 0.27% | Reduce -52.1% | 11,525 | $1.1M |
| Ridgewood Investments LLC | 0.46% | Reduce -19.9% | 11,469 | $1.1M |
| PMG Wealth Management, Inc. | 0.83% | No change | 11,458 | $1.1M |
| Insight Inv LLC | 0.64% | New | 11,380 | $1.1M |
| TTP Investments, Inc. | 0.31% | No change | 11,344 | $1.1M |
| Apeiron RIA LLC | 0.24% | Reduce -0.9% | 11,371 | $1.1M |
| NorthCrest Asset Manangement, LLC | 0.03% | Add +10.1% | 11,167 | $1.1M |
| Center For Asset Management LLC | 0.57% | Reduce -34.0% | 11,172 | $1.1M |
| Destiny Wealth Partners, LLC | 0.13% | Reduce -9.9% | 11,168 | $1.1M |
| Oregon Pacific Wealth Management, LLC | 0.91% | New | 11,019 | $1.0M |
| Guidance Point Advisors, LLC | 0.26% | Reduce -3.8% | 10,919 | $1.0M |
| Graves Light Lenhart Wealth, Inc. | 0.11% | No change | 10,812 | $1.0M |
| Certus Wealth Management, LLC | 0.62% | Reduce -4.4% | 10,806 | $1.0M |
| Avaii Wealth Management, LLC | 0.39% | No change | 10,782 | $1.0M |
| Great Diamond Partners, LLC | 0.20% | Reduce -3.3% | 10,777 | $1.0M |
| Signal Advisors Wealth, LLC | 0.09% | Reduce -26.5% | 10,713 | $1.0M |
| Fort Point Capital Partners LLC | 0.13% | Reduce -48.6% | 10,699 | $1.0M |
| Lincoln Capital LLC | 0.19% | No change | 10,650 | $1.0M |
| Transcend Capital Advisors, LLC | 0.07% | Add +2.2% | 10,633 | $1.0M |
| Leavell Investment Management, Inc. | 0.04% | Add +13.9% | 10,632 | $1.0M |
| Liberty Wealth Management LLC | 0.14% | Reduce -0.2% | 10,618 | $1.0M |
| Trust Point Inc. | 0.08% | No change | 10,571 | $1.0M |
| AAF Wealth Management, LLC | 0.45% | Reduce -94.2% | 10,521 | $1.0M |
| First Financial Bank - Trust Division | 0.08% | Reduce -9.2% | 10,396 | $989K |
| Snider Financial Group | 0.27% | Add +2.2% | 10,392 | $989K |
| Cibc World Market Inc. | 0.00% | Add +8.4% | 10,385 | $988K |
| Sound View Wealth Advisors Group, LLC | 0.07% | Add +0.0% | 10,376 | $987K |
| Stephen J. Garry & Associates, LLC | 0.79% | Reduce -2.1% | 10,355 | $985K |
| Independence Asset Advisors, LLC | 0.42% | Add +0.2% | 10,336 | $983K |
| Neuberger Berman Group LLC | 0.00% | Add +39.4% | 10,335 | $983K |
| Arrowroot Family Office, LLC | 0.39% | Add +0.7% | 10,295 | $979K |
| Three Magnolias Financial Advisors, LLC | 0.61% | Reduce -1.0% | 10,276 | $978K |
| Moneta Group Investment Advisors LLC | 0.01% | Reduce -6.7% | 10,222 | $973K |
| Dorsey & Whitney Trust CO LLC | 0.05% | No change | 10,203 | $971K |
| O'Brien Wealth Partners LLC | 0.13% | No change | 10,190 | $969K |
| C2C Wealth Management, LLC | 0.83% | No change | 10,165 | $967K |
| PKS Advisory Services, LLC | 0.22% | Reduce -0.4% | 10,124 | $963K |
| LongView Wealth Management | 0.26% | Reduce -8.8% | 10,123 | $963K |
| Richmond Investment Services, LLC | 0.18% | Add +9.3% | 10,064 | $958K |
| Soltis Investment Advisors LLC | 0.07% | Reduce -0.3% | 10,059 | $957K |
| Beacon Financial Advisory LLC | 0.22% | Reduce -0.7% | 9,977 | $949K |
| Oxinas Partners, LLC | 0.51% | Reduce -7.5% | 9,951 | $947K |
| Opes Wealth Management LLC | 0.17% | Reduce -11.2% | 9,894 | $941K |
| Tolleson Wealth Management, Inc. | 0.15% | Reduce -1.4% | 9,890 | $941K |
| Accredited Investor Services, LLC | 0.65% | Reduce -0.0% | 9,863 | $938K |
| High Falls Advisors, Inc | 0.19% | Reduce -7.4% | 9,782 | $931K |
| ProVise Management Group, LLC | 0.07% | Add +0.3% | 9,768 | $929K |
| KOM Wealth Management Group, LLC | 0.70% | Add +0.3% | 9,749 | $928K |
| Creekmur Asset Management LLC | 0.15% | Reduce -0.8% | 9,738 | $926K |
| Meitav Investment House Ltd. | 0.01% | No change | 9,652 | $918K |
| Dravo Bay LLC | 0.41% | Add +7.8% | 9,642 | $917K |
| Gen-Wealth Partners Inc | 0.31% | Add +28.8% | 9,506 | $904K |
| Northwest Financial Advisors | 1.16% | Reduce -2.0% | 9,487 | $903K |
| PTM Wealth Management, LLC | 0.54% | Reduce -0.4% | 9,470 | $900K |
| WBH Advisory Inc. | 0.07% | Reduce -8.3% | 9,463 | $900K |
| Win Advisors, Inc. | 0.44% | New | 9,450 | $899K |
| Oppenheimer & Co. Inc. | 0.01% | Add +3.5% | 9,431 | $897K |
| Schrum Private Wealth Management LLC | 0.66% | Reduce -0.1% | 9,394 | $894K |
| Old North State Trust, LLC | 0.54% | Reduce -14.1% | 9,334 | $888K |
| Prosperity Consulting Group, LLC | 0.04% | New | 9,220 | $877K |
| Hilltop Holdings Inc. | 0.05% | Add +36.4% | 9,212 | $876K |
| DAVENPORT & Co LLC | 0.00% | Reduce -4.4% | 9,139 | $870K |
| Fiduciary Group, LLC | 0.08% | Add +5.6% | 9,061 | $862K |
| Institute for Wealth Management, LLC. | 0.09% | Reduce -18.7% | 9,036 | $860K |
| Uptick Partners, LLC | 0.23% | Reduce -10.7% | 9,034 | $860K |
| Exencial Wealth Advisors, LLC | 0.03% | Add +5.1% | 8,931 | $850K |
| Security Financial Services, INC. | 0.14% | Reduce -12.3% | 8,923 | $849K |
| First Trust Advisors LP | 0.00% | Add +13.5% | 8,906 | $847K |
| Krilogy Financial LLC | 0.03% | New | 9,077 | $844K |
| StrongBox Wealth, LLC | 0.28% | Add +5.2% | 8,842 | $841K |
| Sensible Money, LLC | 0.29% | No change | 8,839 | $841K |
| Wedbush Securities Inc. | 0.03% | Add +11.2% | 8,810 | $838K |
| Wealthfront Advisers LLC | 0.00% | Reduce -10.9% | 8,755 | $833K |
| First Citizens Financial Corp | 0.41% | Reduce -2.3% | 8,736 | $831K |
| Sovran Advisors, LLC | 0.07% | Reduce -26.5% | 8,906 | $830K |
| First Business Financial Services, Inc. | 0.08% | No change | 8,694 | $827K |
| Midwest Financial Group LLC | 0.39% | Reduce -1.0% | 8,654 | $823K |
| CLG LLC | 0.22% | Add +0.1% | 8,651 | $823K |
| Pinnacle Wealth Planning Services, Inc. | 0.10% | Reduce -0.1% | 8,618 | $820K |
| Alterna Wealth Management, Inc. | 0.67% | Reduce -4.6% | 8,600 | $818K |
| Consolidated Portfolio Review Corp | 0.10% | Add +4.8% | 8,531 | $812K |
| Asset Dedication, LLC | 0.05% | Reduce -9.3% | 8,489 | $808K |
| StoneX Group Inc. | 0.04% | Add +13.3% | 8,484 | $807K |
| BostonPremier Wealth LLC | 0.40% | Add +0.1% | 8,435 | $803K |
| West Michigan Advisors, LLC | 0.19% | Add +0.1% | 8,429 | $802K |
| United Advisor Group, LLC | 0.11% | Reduce -0.8% | 8,423 | $801K |
| Brown Financial Advisory | 0.42% | No change | 8,412 | $800K |
| Financial Sense Advisors, Inc. | 0.16% | Reduce -2.5% | 8,406 | $800K |
| Crossmark Global Holdings, Inc. | 0.01% | No change | 8,405 | $800K |
| Bryant Woods Investment Advisors, LLC | 0.31% | Add +0.1% | 8,396 | $799K |
| Tradewinds, LLC. | 0.19% | New | 8,375 | $797K |
| Client 1ST Advisory Group, LLC | 0.26% | Reduce -6.9% | 8,363 | $796K |
| Everhart Financial Group, Inc. | 0.08% | Add +5.6% | 8,299 | $790K |
| Prasad Wealth Partners, LLC | 0.22% | Reduce -0.0% | 8,296 | $789K |
| FRG Family Wealth Advisors LLC | 0.13% | Reduce -20.0% | 8,285 | $788K |
| Genesis Private Wealth, LLC | 0.33% | Reduce -0.9% | 8,272 | $787K |
| Trek Financial, LLC | 0.05% | Add +9.1% | 8,206 | $781K |
| Ieq Capital, LLC | 0.00% | Add +76.4% | 8,162 | $777K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 8,087 | $769K |
| Stonebrook Private Inc. | 0.17% | Add +1.8% | 8,055 | $766K |
| Integrated Capital Management, LLC | 0.34% | Reduce -0.2% | 8,073 | $766K |
| AIMZ Investment Advisors, LLC | 0.24% | No change | 8,024 | $763K |
| MBE Wealth Management, LLC | 0.33% | Add +0.0% | 7,917 | $753K |
| Cassaday & Co Wealth Management LLC | 0.02% | No change | 7,866 | $748K |
| Diversify Wealth Management, LLC | 0.04% | Add +3.2% | 8,066 | $748K |
| Brookwood Investment Group LLC | 0.10% | Reduce -0.4% | 7,862 | $748K |
| EdgeRock Capital LLC | 0.21% | No change | 7,846 | $746K |
| Silver Oak Securities, Incorporated | 0.06% | Add +3.7% | 7,835 | $745K |
| Illumine Investment Management, LLC | 0.53% | No change | 7,822 | $744K |
| LS Investment Advisors, LLC | 0.10% | Add +0.1% | 7,815 | $744K |
| Investment Partners Asset Management, Inc. | 0.49% | Reduce -19.8% | 7,805 | $743K |
| Kovack Advisors, Inc. | 0.07% | Reduce -2.5% | 7,798 | $742K |
| ONE Advisory Partners, LLC | 0.23% | Reduce -14.5% | 7,840 | $739K |
| W Advisors, LLC | 0.39% | Reduce -2.6% | 7,715 | $734K |
| E&G Advisors, LLC | 0.17% | No change | 7,714 | $734K |
| Greater Midwest Financial Group, LLC | 0.47% | Add +0.4% | 7,680 | $731K |
| Fifth Third Wealth Advisors LLC | 0.03% | Add +21.9% | 7,610 | $724K |
| PDS Planning, Inc | 0.05% | Add +0.4% | 7,596 | $723K |
| BNP Paribas Financial Markets | 0.00% | Reduce -33.1% | 7,574 | $721K |
| Quadrant Private Wealth Management, LLC | 0.13% | Reduce -0.2% | 7,557 | $719K |
| Twelve Points Wealth Management LLC | 0.18% | No change | 7,540 | $717K |
| Veery Capital, LLC | 0.23% | Reduce -0.0% | 7,534 | $717K |
| Mission Wealth Management, LP | 0.01% | Reduce -4.3% | 7,533 | $717K |
| Alta Wealth Advisors LLC | 0.26% | Add +0.1% | 7,515 | $715K |
| CENTRAL TRUST Co | 0.01% | Reduce -1.6% | 7,514 | $715K |
| HORAN Wealth, LLC | 0.11% | New | 7,488 | $712K |
| Sterling Group Wealth Management, LLC | 0.35% | No change | 7,485 | $712K |
| Tiaa Trust, National Association | 0.00% | Reduce -38.8% | 7,452 | $709K |
| Simplicity Wealth,LLC | 0.04% | Reduce -75.1% | 7,435 | $707K |
| Sovereign Financial Group, Inc. | 0.13% | Reduce -0.6% | 7,394 | $703K |
| Vista Capital Partners, Inc. | 0.07% | No change | 7,377 | $702K |
| WFA of San Diego, LLC | 0.48% | Add +10.2% | 7,363 | $701K |
| Potentia Wealth | 0.27% | Add +0.2% | 7,343 | $699K |
| Yukon Wealth Management, Inc. | 0.23% | Reduce -2.8% | 7,334 | $698K |
| Heck Capital Advisors, LLC | 0.05% | Reduce -33.7% | 7,328 | $697K |
| Cidel Asset Management Inc. | 0.04% | No change | 7,285 | $693K |
| Garde Capital, Inc. | 0.03% | Reduce -12.8% | 7,282 | $693K |
| Post Resch Tallon Group Inc. | 0.61% | Add +6.9% | 7,258 | $690K |
| Valley Forge Investment Consultants Inc. Adv | 0.20% | Reduce -0.6% | 7,256 | $690K |
| Arkfeld Wealth Strategies, L.L.C. | 0.25% | Add +0.3% | 7,239 | $689K |
| MTM Financial Group, LLC | 0.34% | Reduce -7.7% | 7,238 | $689K |
| Bouchey Financial Group, Ltd. | 0.05% | Add +0.5% | 7,193 | $684K |
| Avidian Wealth Enterprises, LLC | 0.03% | Reduce -3.0% | 7,178 | $683K |
| Stonehearth Capital Management, LLC | 0.26% | No change | 7,141 | $679K |
| XY Planning Network, Inc. | 0.23% | No change | 7,226 | $678K |
| Nottingham Advisors, Inc. | 0.09% | Reduce -2.6% | 7,101 | $676K |
| Vertex Planning Partners, LLC | 0.13% | Add +11.7% | 7,059 | $672K |
| JB Capital LLC | 0.03% | Add +20.1% | 7,039 | $670K |
| Fifth Third Bancorp | 0.00% | Add +1.0% | 7,022 | $668K |
| waypoint wealth counsel | 0.26% | Add +0.4% | 7,022 | $668K |
| Headinvest, LLC | 0.14% | No change | 7,006 | $667K |
| Clear Point Advisors Inc. | 0.51% | Add +0.2% | 6,948 | $661K |
| Aventus Investment Advisors, Inc. | 0.56% | No change | 6,917 | $658K |
| Traphagen Investment Advisors LLC | 0.06% | Reduce -0.1% | 6,901 | $657K |
| Midwest Trust Co | 0.01% | Reduce -12.4% | 6,847 | $651K |
| Professional Financial Advisors, LLC | 0.14% | Add +0.3% | 6,837 | $651K |
| Granite Bay Wealth Management, LLC | 0.17% | Add +63.8% | 6,820 | $649K |
| GW Henssler & Associates Ltd. | 0.03% | Reduce -17.9% | 6,804 | $647K |
| Patten & Patten Inc. | 0.04% | Add +213.7% | 6,772 | $644K |
| Wealthspire Advisors, LLC | 0.00% | Reduce -7.1% | 6,744 | $642K |
| Wealthspire Retirement, LLC | 0.04% | Add +0.2% | 6,743 | $642K |
| Altus Wealth Group LLC | 0.26% | Reduce -1.3% | 6,736 | $641K |
| JFS Wealth Advisors, LLC | 0.04% | Add +5.3% | 6,726 | $640K |
| JT Stratford LLC | 0.08% | Add +1.2% | 6,532 | $621K |
| Stonebridge Financial Planning Group, LLC | 0.23% | Add +15.6% | 6,530 | $621K |
| Horizon Wealth Management, LLC | 0.09% | Reduce -4.3% | 6,481 | $617K |
| Waddell & Associates, LLC | 0.05% | No change | 6,470 | $616K |
| Cornell Pochily Investment Advisors, Inc. | 0.18% | Reduce -9.3% | 6,436 | $612K |
| Radnor Capital Management, LLC | 0.09% | No change | 6,434 | $612K |
| FF Advisors,LLC | 0.29% | Reduce -16.7% | 6,394 | $608K |
| Pineridge Advisors LLC | 0.17% | Reduce -1.9% | 6,390 | $608K |
| Belpointe Asset Management LLC | 0.02% | Reduce -0.1% | 6,370 | $606K |
| Avalon Trust Co | 0.04% | No change | 6,350 | $604K |
| 4J Wealth Management LLC | 0.35% | Reduce -6.7% | 6,300 | $599K |
| Exchange Bank | 0.42% | No change | 6,300 | $599K |
| Stillwater Wealth Management Group | 0.42% | — | 6,285 | $598K |
| Lifeworks Advisors, LLC | 0.08% | Reduce -1.8% | 6,259 | $596K |
| Mainstream Capital Management LLC | 0.40% | Reduce -5.2% | 6,258 | $595K |
| Castle Rock Wealth Management, LLC | 0.13% | Reduce -1.1% | 6,274 | $595K |
| GatePass Capital, LLC | 0.35% | No change | 6,250 | $595K |
| Freestone Capital Holdings, LLC | 0.02% | Reduce -4.6% | 6,248 | $594K |
| New Century Financial Group, LLC | 1.05% | Reduce -51.2% | 6,228 | $593K |
| Grandview Asset Management LLC | 0.17% | Reduce -48.9% | 6,200 | $590K |
| Ridgecrest Wealth Partners, LLC | 0.27% | No change | 6,187 | $589K |
| Guidance Capital, Inc. | 0.15% | Reduce -5.9% | 6,226 | $588K |
| Associated Banc-Corp | 0.02% | No change | 6,175 | $587K |
| Parthenon LLC | 0.07% | No change | 6,174 | $587K |
| Sunbelt Securities, Inc. | 0.04% | Reduce -1.9% | 6,167 | $587K |
| Financial Management Network Inc. | 0.10% | Add +0.3% | 6,163 | $586K |
| Eq LLC | 0.20% | Reduce -11.0% | 6,143 | $584K |
| Venturi Wealth Management, LLC | 0.03% | Add +1.9% | 6,122 | $582K |
| KM Capital Management Ltd. | 0.27% | Reduce -41.2% | 6,110 | $581K |
| Meridian Wealth Management, LLC | 0.02% | Reduce -0.1% | 6,105 | $581K |
| Webster Bank, N. A. | 0.06% | Add +3.1% | 6,067 | $577K |
| Relyea Zuckerberg Hanson LLC | 0.06% | Add +0.4% | 6,052 | $576K |
| LifeSteps Financial, Inc. | 0.37% | No change | 6,035 | $574K |
| Ewing Morris & Co. Investment Partners Ltd. | 0.24% | Add +7.1% | 6,000 | $571K |
| United Bank | 0.07% | No change | 6,000 | $571K |
| Sfmg, LLC | 0.04% | Add +1.1% | 5,985 | $569K |
| CVA Family Office, LLC | 0.07% | No change | 5,982 | $569K |
| Becker Capital Management Inc. | 0.02% | New | 5,981 | $569K |
| Collective Family Office LLC | 0.14% | No change | 5,967 | $568K |
| Tennessee Valley Asset Management Partners | 0.08% | New | 5,965 | $568K |
| Patten Group, Inc. | 0.11% | Reduce -3.7% | 5,886 | $560K |
| Financial Life Advisors | 0.18% | Reduce -6.9% | 5,883 | $560K |
| Gibson Capital, LLC | 0.10% | No change | 5,879 | $559K |
| Concord Wealth Partners | 0.08% | No change | 5,874 | $559K |
| Wealth Alliance, LLC | 0.06% | Add +10.1% | 5,873 | $559K |
| GEM Asset Management, LLC | 0.26% | No change | 5,866 | $559K |
| KERR FINANCIAL PLANNING Corp | 0.79% | — | 5,914 | $558K |
| Agate Pass Investment Management, LLC | 0.21% | No change | 5,832 | $555K |
| Austin Private Wealth, LLC | 0.04% | Add +4.8% | 5,829 | $555K |
| Barnes Wealth Management Group, Inc | 0.30% | Add +11.2% | 5,822 | $554K |
| Glenview Trust Co | 0.01% | Reduce -9.4% | 5,792 | $551K |
| Regions Financial Corp. | 0.00% | Add +39.5% | 5,736 | $546K |
| Kingsman Wealth Management, Inc. | 0.30% | Add +0.4% | 5,734 | $546K |
| Eldridge Investment Advisors, Inc. | 0.12% | Reduce -9.9% | 5,711 | $543K |
| Raab & Moskowitz Asset Management LLC | 0.12% | Add +87.7% | 5,689 | $541K |
| Richardson Financial Services Inc. | 0.34% | Reduce -0.3% | 5,689 | $541K |
| Balance Wealth Partners LLC | 0.13% | Add +43.1% | 5,665 | $539K |
| Brady Martz Wealth Solutions, LLC | 0.10% | No change | 5,664 | $539K |
| New Hampshire Trust | 0.10% | No change | 5,645 | $537K |
| Colonial Trust Co / SC | 0.07% | No change | 5,627 | $535K |
| Joel Adams & Associates, Inc. | 0.43% | Reduce -6.0% | 5,619 | $535K |
| Glass Jacobson Investment Advisors llc | 0.19% | Reduce -0.2% | 5,610 | $534K |
| New Republic Capital, LLC | 0.16% | Reduce -0.6% | 5,601 | $533K |
| Gallacher Capital Management LLC | 0.21% | Add +0.0% | 5,601 | $533K |
| Keystone Financial Group, Inc. | 0.30% | Add +0.1% | 5,598 | $533K |
| Trust Co. of Vermont | 0.02% | Add +1.0% | 5,577 | $531K |
| Obsidian Cio, LLC | 0.07% | Add +0.4% | 5,576 | $530K |
| Forte Asset Management LLC | 0.26% | No change | 5,574 | $530K |
| Higgins & Schmidt Wealth Strategies LLC | 0.27% | No change | 5,568 | $530K |
| Warner Financial, Inc. | 0.20% | No change | 5,501 | $523K |
| Pinnacle Family Advisors, LLC | 0.23% | Reduce -33.3% | 5,467 | $520K |
| FourThought Financial Partners, LLC | 0.05% | New | 5,441 | $518K |
| Milestone Asset Management, LLC | 0.10% | Reduce -1.3% | 5,425 | $516K |
| Community Trust & Investment Co. | 0.03% | No change | 5,424 | $516K |
| Pettyjohn, Wood & White, Inc. | 0.09% | Reduce -0.9% | 5,417 | $515K |
| Rwa Wealth Partners, LLC | 0.01% | Reduce -13.0% | 5,406 | $514K |
| Evermay Wealth Management LLC | 0.06% | No change | 5,334 | $507K |
| Greenleaf Trust | 0.00% | Reduce -2.9% | 5,328 | $507K |
| Whittier Trust Co. of Nevada Inc. | 0.01% | No change | 5,326 | $507K |
| Wealthgarden F.S. LLC | 0.36% | Reduce -1.2% | 5,353 | $507K |
| Wesbanco Bank Inc. | 0.01% | Add +1.8% | 5,278 | $502K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -92.6% | 5,247 | $499K |
| Palo Alto Wealth Advisors, LLC | 0.14% | Reduce -3.5% | 5,278 | $498K |
| Peapack Gladstone Financial Corp. | 0.01% | Add +25.3% | 5,200 | $495K |
| Trust Co of the South | 0.08% | No change | 5,195 | $494K |
| Boreal Capital Management LLC | 0.47% | Add +0.0% | 5,177 | $493K |
| Schmidt P J Investment Management Inc. | 0.08% | Add +0.5% | 5,176 | $492K |
| Sage Capital Advisors,llc | 0.12% | No change | 5,168 | $492K |
| LCNB Corp. | 0.17% | Reduce -1.2% | 5,150 | $490K |
| Columbus Macro, LLC | 0.06% | Reduce -21.1% | 5,122 | $487K |
| Opulen Financial Group LLC | 0.37% | Add +2.4% | 5,120 | $487K |
| Silverlake Wealth Management LLC | 0.12% | Reduce -13.5% | 5,109 | $486K |
| Moment Partners, LLC | 0.09% | No change | 5,088 | $484K |
| Larson Financial Group LLC | 0.02% | Add +1.4% | 5,075 | $483K |
| Worth Financial Advisory Group, LLC | 0.27% | Reduce -1.9% | 5,041 | $480K |
| Berkeley, Inc | 0.15% | Reduce -4.8% | 5,012 | $477K |
| Shelton Capital Management | 0.01% | No change | 5,004 | $476K |
| Enclave Advisors LLC | 0.07% | Reduce -9.6% | 5,000 | $476K |
| AdvisorNet Financial, Inc | 0.03% | Reduce -2.3% | 4,997 | $475K |
| First Bank & Trust | 0.08% | No change | 4,883 | $465K |
| Arete Wealth Advisors, LLC | 0.03% | Reduce -11.2% | 4,933 | $462K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | Reduce -9.0% | 4,829 | $459K |
| OMNI 360 Wealth, Inc. | 0.26% | Reduce -0.5% | 4,828 | $459K |
| Planning Directions Inc. | 0.24% | Add +4.9% | 4,809 | $458K |
| Aerodigm Wealth, LLC | 0.19% | No change | 4,817 | $458K |
| Vanguard Personalized Indexing Management, LLC | 0.00% | Add +2.4% | 4,781 | $455K |
| WealthPlan Investment Management, LLC | 0.03% | Reduce -6.2% | 4,773 | $454K |
| Synovus Financial Corp. | 0.01% | Reduce -26.4% | 4,770 | $454K |
| QRG Capital Management, Inc. | 0.01% | Reduce -27.9% | 4,767 | $454K |
| Inspire Advisors, LLC | 0.04% | Add +7.2% | 4,751 | $452K |
| Joseph Group Capital Management | 0.13% | Reduce -11.3% | 4,750 | $452K |
| Fifth Third Securities, Inc. | 0.03% | Reduce -23.7% | 4,727 | $450K |
| Stokes Family Office, LLC | 0.04% | Add +17.0% | 4,722 | $449K |
| Sage Financial Group Inc. | 0.03% | No change | 4,690 | $446K |
| Venture Visionary Partners LLC | 0.02% | No change | 4,668 | $444K |
| Valeo Financial Advisors, LLC | 0.01% | Add +92.7% | 4,668 | $444K |
| Daymark Wealth Partners, LLC | 0.01% | Add +15.0% | 4,634 | $441K |
| Virtue Asset Management LLC | 0.37% | — | 4,624 | $440K |
| Patton Albertson Miller Group, LLC | 0.05% | Reduce -9.3% | 4,608 | $438K |
| TCI Wealth Advisors, Inc. | 0.03% | Add +0.6% | 4,580 | $436K |
| Stewardship Advisors, LLC | 0.10% | Add +26.4% | 4,572 | $435K |
| Roxbury Financial LLC | 0.40% | Reduce -3.7% | 4,552 | $433K |
| New World Advisors LLC | 0.08% | Reduce -13.0% | 4,536 | $432K |
| Fairview Capital Investment Management, LLC | 0.02% | Reduce -4.2% | 4,525 | $431K |
| Latitude Advisors, LLC | 0.20% | Reduce -4.5% | 4,512 | $429K |
| Macquarie Group Ltd. | 0.00% | Reduce -68.2% | 4,485 | $427K |
| Revisor Wealth Management LLC | 0.15% | Reduce -8.7% | 4,483 | $425K |
| Smart Portfolios, LLC | 0.41% | Reduce -2.9% | 4,464 | $425K |
| MKT Advisors LLC | 0.16% | Reduce -1.1% | 4,450 | $423K |
| Skyline Advisors, Inc. | 0.14% | Add +0.1% | 4,412 | $420K |
| CAP Partners, LLC | 0.24% | Reduce -0.2% | 4,410 | $420K |
| Quantbot Technologies LP | 0.01% | New | 4,385 | $417K |
| Independent Advisor Alliance | 0.01% | Add +4.4% | 4,384 | $417K |
| Flagstar Securities, Inc. | 0.13% | Reduce -27.2% | 4,383 | $417K |
| Capital Advisory Group Advisory Services, LLC | 0.13% | Add +7.4% | 4,336 | $413K |
| Ledyard National Bank | 0.04% | Add +21.7% | 4,334 | $412K |
| KPP Advisory Services LLC | 0.06% | Add +3.2% | 4,299 | $409K |
| Kelly Financial Services LLC | 0.11% | Reduce -6.2% | 4,297 | $409K |
| Legacy Trust | 0.08% | New | 4,265 | $406K |
| Register Financial Advisors LLC | 0.16% | Add +3.6% | 4,258 | $405K |
| Balefire, LLC | 0.08% | Add +5.2% | 4,256 | $405K |
| Maripau Wealth Management LLC | 0.20% | Reduce -48.4% | 4,254 | $405K |
| Canandaigua National Bank & Trust Co. | 0.04% | No change | 4,249 | $404K |
| Talisman Wealth Advisors LLC | 0.33% | Reduce -1.5% | 4,246 | $404K |
| Atlas Brown,Inc. | 0.12% | Reduce -1.8% | 4,245 | $404K |
| AlphaStar Capital Management, LLC | 0.03% | Reduce -11.4% | 4,208 | $400K |
| Five Pine Wealth Management | 0.27% | Reduce -1.0% | 4,201 | $400K |
| Outlook Wealth Advisors, LLC | 0.10% | No change | 4,142 | $394K |
| Pinnacle Associates Ltd. | 0.01% | Add +4.4% | 4,137 | $394K |
| Blue Zone Wealth Advisors, LLC | 0.08% | Add +1.0% | 4,079 | $388K |
| Financial Engines Advisors L.L.C. | 0.00% | Add +10.1% | 4,070 | $387K |
| WealthPLAN Partners, LLC | 0.06% | Add +28.2% | 4,055 | $386K |
| McKinley Carter Wealth Services, Inc. | 0.02% | Add +0.1% | 4,018 | $382K |
| Grove Bank & Trust | 0.04% | Reduce -1.3% | 4,000 | $381K |
| Southern Capital Advisors, LLC | 0.18% | Add +0.4% | 4,000 | $381K |
| Beacon Financial Group | 0.04% | Reduce -1.2% | 3,974 | $378K |
| GenTrust, LLC | 0.02% | No change | 3,974 | $378K |
| Stone House Investment Management, LLC | 0.06% | Add +0.7% | 3,974 | $378K |
| Hobart Private Capital, LLC | 0.08% | No change | 3,959 | $377K |
| Colton Groome Financial Advisors, LLC | 0.12% | Reduce -0.8% | 3,956 | $376K |
| Aspect Partners, LLC | 0.17% | Add +0.1% | 3,950 | $376K |
| Apex Wealth Management, LLC | 0.27% | Add +0.4% | 3,947 | $376K |
| Ariadne Wealth Management, LP | 0.17% | No change | 3,976 | $374K |
| Chancellor Financial Group WB LP | 0.27% | No change | 3,931 | $374K |
| Thompson Investment Management, Inc. | 0.05% | No change | 3,911 | $372K |
| Citadel Advisors | 0.00% | New | 3,908 | $372K |
| SCS Capital Management LLC | 0.00% | Reduce -59.2% | 3,907 | $372K |
| Bourgeon Capital Management LLC | 0.07% | No change | 3,900 | $371K |
| Tsfg, LLC | 0.06% | Reduce -0.4% | 3,896 | $371K |
| Secure Asset Management, LLC | 0.06% | Add +2.9% | 3,904 | $371K |
| Beaumont Financial Advisors, LLC | 0.02% | Add +8.6% | 3,881 | $369K |
| B. Riley Wealth Advisors, Inc. | 0.02% | Reduce -9.1% | 3,858 | $367K |
| WASHINGTON TRUST Co | 0.01% | No change | 3,850 | $366K |
| Insigneo Advisory Services, LLC | 0.03% | Reduce -1.2% | 3,849 | $366K |
| Shayne & Jacobs, LLC | 0.11% | No change | 3,840 | $365K |
| One Wealth Capital Management, LLC | 0.16% | Add +4.1% | 3,797 | $361K |
| Trademark Financial Management, LLC | 0.21% | Reduce -87.5% | 3,788 | $360K |
| Destination Wealth Management | 0.01% | Reduce -8.1% | 3,774 | $359K |
| Hancock Whitney Corp. | 0.01% | Reduce -1.3% | 3,764 | $358K |
| Triton Financial Group Inc | 0.24% | No change | 3,753 | $357K |
| Fermata Advisors, LLC | 0.09% | No change | 3,742 | $356K |
| LaSalle St. Investment Advisors, LLC | 0.06% | Add +61.1% | 3,738 | $355K |
| Tocqueville Asset Management L.P. | 0.01% | Reduce -3.1% | 3,724 | $354K |
| SeaCrest Wealth Management, LLC | 0.04% | Reduce -15.8% | 3,708 | $354K |
| Coldstream Capital Management Inc. | 0.00% | Reduce -15.7% | 3,703 | $352K |
| Alan B Lancz & Associates, Inc. | 0.32% | No change | 3,700 | $352K |
| Phillips Wealth Planners LLC | 0.29% | Add +1.1% | 3,672 | $349K |
| Smithfield Trust Co | 0.02% | Add +4.5% | 3,686 | $348K |
| McElhenny Sheffield Capital Management, LLC | 0.08% | No change | 3,653 | $348K |
| Rowlandmiller & Partners.adv | 0.07% | No change | 3,632 | $346K |
| Greenwood Gearhart LLC | 0.02% | Reduce -35.8% | 3,589 | $341K |
| Oxford Financial Group, LTD. LLC | 0.02% | Add +24.4% | 3,589 | $341K |
| Chris Bulman Inc | 0.17% | Reduce -5.0% | 3,585 | $341K |
| Charles Schwab Investment Management Inc. | 0.00% | Add +1.4% | 3,571 | $340K |
| Symphony Financial, Ltd. Co. | 0.04% | Reduce -2.2% | 3,550 | $336K |
| EverSource Wealth Advisors, LLC | 0.01% | Add +388.8% | 3,534 | $336K |
| Winthrop Advisory Group LLC | 0.03% | Reduce -2.5% | 3,533 | $336K |
| GWN Securities Inc. | 0.08% | Reduce -8.3% | 3,518 | $335K |
| LexAurum Advisors, LLC | 0.05% | Add +3.0% | 3,485 | $332K |
| IMG Wealth Management, Inc. | 0.22% | No change | 3,474 | $331K |
| Rothschild Wealth LLC | 0.07% | Add +0.4% | 3,458 | $329K |
| Bartlett & Co. Wealth Management LLC | 0.00% | Reduce -17.8% | 3,448 | $328K |
| IPG Investment Advisors LLC | 0.06% | New | 3,441 | $327K |
| TSA Wealth Managment LLC | 0.11% | Reduce -6.1% | 3,437 | $327K |
| Successful Portfolios LLC | 0.19% | Add +2.5% | 3,404 | $324K |
| Sageworth Trust Co of South Dakota | 0.30% | No change | 3,400 | $323K |
| FineMark National Bank & Trust | 0.01% | Reduce -2.0% | 3,379 | $321K |
| Prostatis Group LLC | 0.08% | Reduce -3.1% | 3,378 | $321K |
| Mosaic Financial Group, LLC | 0.23% | No change | 3,373 | $321K |
| Ashton Thomas Securities, LLC | 0.04% | New | 3,366 | $320K |
| Founders Financial Alliance, LLC | 0.06% | Add +52.6% | 3,366 | $320K |
| Boston Family Office LLC | 0.02% | New | 3,350 | $319K |
| Independent Wealth Network Inc. | 0.10% | Add +4.3% | 3,352 | $319K |
| Fisher Asset Management | 0.00% | Reduce -12.5% | 3,351 | $319K |
| WealthShield Partners, LLC | 0.04% | Reduce -1.2% | 3,348 | $319K |
| Accurate Wealth Management, LLC | 0.04% | Add +54.0% | 3,345 | $317K |
| TRUE Private Wealth Advisors | 0.03% | Reduce -3.4% | 3,285 | $313K |
| Meridian Investment Counsel Inc. | 0.08% | No change | 3,284 | $312K |
| Connecticut Wealth Management, LLC | 0.01% | Reduce -7.8% | 3,276 | $312K |
| RFG Advisory, LLC | 0.01% | Add +33.0% | 3,272 | $311K |
| Fca Corp. | 0.09% | Add +0.1% | 3,258 | $310K |
| Parsons Capital Management Inc. | 0.02% | Reduce -4.6% | 3,216 | $306K |
| Sterling Investment Counsel, LLC | 0.10% | New | 3,189 | $303K |
| WESCAP Management Group, Inc. | 0.06% | No change | 3,163 | $301K |
| Everpar Advisors LLC | 0.12% | Add +34.7% | 3,161 | $301K |
| Flputnam Investment Management Co. | 0.00% | No change | 3,148 | $300K |
| Stage Harbor Financial, LLC | 0.22% | No change | 3,146 | $299K |
| Watts Gwilliam & Co., LLC | 0.05% | Add +0.2% | 3,139 | $299K |
| Noble Wealth Management PBC | 0.16% | — | 3,130 | $298K |
| OneAscent Wealth Management LLC | 0.10% | Reduce -8.9% | 3,128 | $298K |
| McAdam, LLC | 0.01% | Add +0.3% | 3,128 | $298K |
| McCarter Private Wealth Services LLC | 0.15% | No change | 3,123 | $297K |
| Sound Income Strategies, LLC | 0.02% | Reduce -38.0% | 3,124 | $296K |
| Front Row Advisors LLC | 0.10% | Reduce -1.8% | 3,093 | $294K |
| NBT Bank, N.A. | 0.02% | Reduce -38.7% | 1,895 | $294K |
| Balentine LLC | 0.01% | Add +0.3% | 3,086 | $294K |
| Arcadia Wealth Management, LLC | 0.12% | Add +4.5% | 3,076 | $293K |
| Clearwater Capital Advisors, LLC | 0.02% | Add +0.6% | 3,075 | $293K |
| Empower Advisory Group, LLC | 0.00% | Add +26.2% | 3,074 | $292K |
| Lantz Financial LLC | 0.06% | Reduce -0.1% | 3,062 | $291K |
| Fluent Financial, LLC | 0.11% | No change | 3,051 | $290K |
| Donaldson Capital Management, LLC | 0.01% | No change | 3,049 | $290K |
| Intelligence Driven Advisers, LLC | 0.04% | No change | 3,048 | $290K |
| Rockwood Wealth Management, LLC | 0.02% | No change | 3,048 | $290K |
| Archer Investment Corp | 0.07% | No change | 3,039 | $289K |
| Silver Grove Financial Group, Inc. | 0.27% | — | 3,022 | $288K |
| KCM Investment Advisors LLC | 0.01% | No change | 3,020 | $287K |
| Rosenberg Matthew Hamilton | 0.06% | Reduce -15.1% | 3,006 | $286K |
| Burns J W & Co. Inc. | 0.03% | No change | 3,000 | $285K |
| TFR Capital, LLC. | 0.09% | Reduce -10.8% | 2,987 | $284K |
| Simplex Trading, LLC | 0.01% | New | 2,963 | $281K |
| LVZ, Inc. | 0.03% | Add +18.2% | 2,948 | $280K |
| Bison Wealth, LLC | 0.03% | Reduce -0.4% | 3,015 | $280K |
| Nautilus Advisors LLC | 0.19% | No change | 2,935 | $279K |
| TFB Advisors LLC | 0.08% | Reduce -27.7% | 2,932 | $278K |
| Vision Capital Management, Inc. | 0.03% | No change | 2,908 | $277K |
| Betterment LLC | 0.00% | New | 2,896 | $276K |
| Ridgeline Wealth, LLC | 0.20% | Reduce -8.0% | 2,888 | $275K |
| Uniting Wealth Partners, LLC | 0.06% | New | 2,885 | $274K |
| Westwood Holdings Group Inc. | 0.00% | No change | 2,875 | $274K |
| Anchor Capital Advisors LLC | 0.01% | Add +0.2% | 2,877 | $274K |
| Carl P. Sherr & Co., LLC | 0.13% | Reduce -3.4% | 2,865 | $273K |
| Evercore Wealth Management, LLC | 0.00% | No change | 2,864 | $272K |
| Sandbox Financial Partners, LLC | 0.08% | Add +0.3% | 2,859 | $272K |
| Clarity Financial LLC | 0.03% | No change | 2,843 | $271K |
| Modera Wealth Management, LLC | 0.00% | Add +4.2% | 2,836 | $270K |
| Capital Investment Advisors, LLC | 0.00% | Add +28.8% | 2,819 | $268K |
| SYM FINANCIAL Corp | 0.03% | No change | 2,809 | $267K |
| Realta Investment Advisors | 0.09% | Add +11.1% | 2,808 | $267K |
| Proficio Capital Partners LLC | 0.02% | No change | 2,800 | $266K |
| Grey Ledge Advisors, LLC | 0.06% | Add +0.1% | 2,800 | $266K |
| Fiduciary Alliance LLC | 0.02% | Reduce -2.9% | 2,799 | $266K |
| Integrity Financial Corp | 0.13% | Add +2.1% | 2,797 | $266K |
| Aspire Private Capital, LLC | 0.06% | Add +6.7% | 2,794 | $266K |
| Concord Asset Management, LLC | 0.05% | Reduce -52.7% | 2,780 | $264K |
| Vista Investment Partners Ii, LLC | 0.12% | Add +1.5% | 2,777 | $264K |
| Boston Trust Walden Corp | 0.00% | No change | 2,767 | $263K |
| Perissos Private Wealth Management, LLC | 0.19% | No change | 2,765 | $263K |
| Clearview Wealth Advisors LLC | 0.17% | Reduce -5.7% | 2,757 | $262K |
| Pacific Sun Financial Corp | 0.13% | No change | 2,751 | $262K |
| United Community Bank | 0.08% | New | 2,750 | $262K |
| PGIM Custom Harvest LLC | 0.00% | New | 2,747 | $261K |
| Beacon Capital Management, LLC | 0.04% | Add +1.8% | 2,742 | $261K |
| B.O.S.S. Retirement Advisors, LLC | 0.06% | New | 2,740 | $261K |
| Erickson Financial Group, LLC | 0.16% | Reduce -3.1% | 2,734 | $260K |
| Crux Wealth Advisors | 0.10% | Reduce -1.3% | 2,732 | $260K |
| Pure Financial Advisors, LLC | 0.00% | Reduce -2.3% | 2,723 | $259K |
| Kickstand Ventures, Llc. | 0.06% | Add +0.9% | 2,719 | $259K |
| Optimist Retirement Group LLC | 0.12% | No change | 2,712 | $258K |
| Wagner Wealth Management, LLC | 0.06% | Reduce -66.6% | 2,705 | $257K |
| Harbour Capital Advisors, LLC | 0.05% | No change | 2,700 | $257K |
| Insight Advisors, LLC/ PA | 0.04% | Reduce -1.2% | 2,698 | $257K |
| Badgley Phelps Wealth Managers, LLC | 0.01% | No change | 2,700 | $257K |
| InTrack Investment Management Inc | 0.15% | No change | 2,681 | $255K |
| HMV Wealth Advisors, LLC | 0.14% | No change | 2,681 | $255K |
| Continuum Advisory, LLC | 0.03% | Add +14.0% | 2,673 | $254K |
| M3 Advisory Group, LLC | 0.16% | No change | 2,639 | $251K |
| Argent Trust Co | 0.01% | Reduce -18.1% | 2,633 | $251K |
| Foster Victor Wealth Advisors, LLC | 0.02% | Add +3.9% | 2,632 | $250K |
| Advisors Capital Management, LLC | 0.00% | Add +5.4% | 2,595 | $247K |
| Capital Advantage, Inc. | 0.04% | No change | 2,595 | $247K |
| Patton Fund Management, Inc. | 0.04% | No change | 2,593 | $247K |
| Cahill Financial Advisors Inc. | 0.03% | Add +0.4% | 2,592 | $247K |
| Mach-1 Financial Group, LLC | 0.04% | New | 2,588 | $246K |
| Integrity Advisory Solutions, LLC | 0.04% | — | 2,588 | $246K |
| Stratos Wealth Advisors, LLC | 0.01% | New | 2,587 | $246K |
| Clarity Capital Advisors, LLC | 0.13% | Add +0.4% | 2,583 | $246K |
| Syon Capital LLC | 0.01% | Reduce -1.6% | 2,578 | $245K |
| Chokshi & Queen Wealth Advisors, Inc | 0.13% | No change | 2,564 | $244K |
| Reyes Financial Architecture, Inc. | 0.16% | Reduce -18.9% | 2,553 | $243K |
| Mill Creek Capital Advisors, LLC | 0.01% | Add +0.1% | 2,549 | $242K |
| Bryn Mawr Trust Advisors, LLC | 0.01% | Add +7.0% | 2,539 | $242K |
| NCM Capital Management, LLC | 0.09% | Reduce -18.3% | 2,539 | $242K |
| GAMMA Investing LLC | 0.01% | No change | 2,529 | $241K |
| Commonwealth Financial Services, LLC | 0.04% | Add +0.1% | 2,526 | $240K |
| BSW Wealth Partners | 0.03% | Reduce -7.5% | 2,522 | $240K |
| Wilmington Savings Fund Society, FSB | 0.01% | Reduce -57.3% | 2,520 | $240K |
| Thrive Wealth Management, LLC | 0.04% | New | 2,506 | $238K |
| Platform Technology Partners | 0.06% | Reduce -7.4% | 2,500 | $238K |
| Community Bank, N.A. | 0.03% | Reduce -2.5% | 2,500 | $238K |
| J. Goldman & Co LP | 0.01% | Reduce -5.5% | 2,483 | $236K |
| Balboa Wealth Partners | 0.04% | No change | 2,482 | $236K |
| HBW Advisory Services LLC | 0.03% | Reduce -0.8% | 2,479 | $236K |
| Advocacy Wealth Management, LLC | 0.01% | No change | 2,472 | $235K |
| Bridgewater Advisors Inc. | 0.02% | No change | 2,530 | $234K |
| Westside Investment Management, Inc. | 0.04% | Reduce -2.2% | 2,453 | $233K |
| Trueblood Wealth Management, LLC | 0.09% | Add +0.4% | 2,451 | $233K |
| Global Strategic Investment Solutions, LLC | 0.02% | No change | 2,447 | $233K |
| S&T Bank | 0.07% | Reduce -7.9% | 2,442 | $232K |
| Beese Fulmer Investment Management, Inc. | 0.02% | No change | 2,442 | $232K |
| Strategic Financial Concepts, LLC | 0.03% | Add +0.5% | 2,442 | $232K |
| Jim Saulnier & Associates, LLC | 0.13% | Add +0.1% | 2,439 | $232K |
| Marshall & Sterling Wealth Advisors Inc. | 0.15% | Add +0.2% | 2,440 | $232K |
| Horst & Graben Wealth Management LLC | 0.04% | Reduce -3.4% | 2,431 | $231K |
| Steel Grove Capital Advisors, LLC | 0.03% | No change | 2,463 | $231K |
| Baker Avenue Asset Management, LP | 0.01% | New | 2,416 | $230K |
| Moody LYNN Lieberson & Walker, LLC | 0.01% | No change | 2,407 | $229K |
| Vermillion & White Wealth Management Group, LLC | 0.13% | Reduce -93.5% | 2,404 | $229K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.01% | Reduce -12.1% | 2,398 | $228K |
| MSH Capital Advisors LLC | 0.06% | Add +4.7% | 2,397 | $228K |
| Norris Perne & French LLP | 0.02% | Add +0.1% | 2,391 | $228K |
| Leuthold Group, LLC | 0.02% | Reduce -45.6% | 2,383 | $227K |
| Carson Advisory Inc. | 0.12% | Add +0.0% | 2,373 | $226K |
| Fort Washington Investment Advisors Inc. | 0.00% | No change | 2,372 | $226K |
| Global Trust Asset Management, LLC | 0.10% | No change | 2,355 | $224K |
| Cypress Capital Group | 0.03% | Reduce -6.0% | 2,355 | $224K |
| Mma Asset Management LLC | 0.07% | No change | 2,351 | $224K |
| Frederick Financial Consultants, LLC | 0.13% | No change | 2,350 | $224K |
| Legacy Solutions, LLC | 0.20% | Reduce -2.3% | 2,349 | $223K |
| Shared Vision Wealth Group LLC | 0.09% | Reduce -5.2% | 2,359 | $223K |
| Morey & Quinn Wealth Partners, LLC | 0.16% | No change | 2,347 | $223K |
| Bridges Investment Management Inc. | 0.00% | New | 2,345 | $223K |
| Cadence Bank | 0.01% | Reduce -4.8% | 2,322 | $221K |
| Sonoma Allocations LLC | 0.08% | — | 2,356 | $220K |
| MTM Investment Management, LLC | 0.07% | Reduce -11.5% | 2,311 | $220K |
| Kelman-Lazarov, Inc. | 0.03% | No change | 2,301 | $219K |
| LVM Capital Management Ltd. | 0.02% | No change | 2,280 | $217K |
| WPG Advisers, LLC | 0.17% | Reduce -6.2% | 2,274 | $216K |
| Gryphon Financial Partners LLC | 0.02% | Reduce -5.6% | 2,248 | $214K |
| Archford Capital Strategies, LLC | 0.03% | Reduce -71.7% | 2,237 | $213K |
| Charter Oak Capital Management, LLC | 0.02% | New | 2,228 | $212K |
| Unified Investment Management | 0.21% | New | 2,227 | $212K |
| Landing Point Financial Group, LLC | 0.11% | Reduce -2.0% | 2,221 | $211K |
| Wealth Quarterback LLC | 0.08% | Reduce -1.0% | 2,212 | $210K |
| World Equity Group, Inc. | 0.05% | New | 2,209 | $210K |
| Global Assets Advisory, LLC | 0.06% | New | 2,204 | $210K |
| SIMA Wealth Partners, LLC | 0.16% | Reduce -10.0% | 2,197 | $209K |
| Salomon & Ludwin, LLC | 0.02% | Reduce -5.0% | 2,195 | $209K |
| Cooper/Haims Advisors, LLC | 0.10% | No change | 2,194 | $209K |
| Glen Eagle Advisors, LLC | 0.03% | Add +0.1% | 2,191 | $208K |
| Kraft, Davis & Associates, LLC | 0.05% | Add +0.1% | 2,191 | $208K |
| Ipsen Advisor Group LLC | 0.15% | Add +0.4% | 2,187 | $208K |
| TD Asset Management Inc | 0.00% | Reduce -0.1% | 2,182 | $208K |
| Breakwater Capital Group | 0.03% | Reduce -0.1% | 2,179 | $207K |
| Crew Capital Management, Ltd | 0.14% | No change | 2,166 | $206K |
| Scott & Selber, Inc. | 0.05% | Add +0.1% | 2,159 | $205K |
| Allium Financial Advisors, LLC | 0.17% | No change | 2,155 | $205K |
| Tortoise Investment Management, LLC | 0.02% | No change | 2,147 | $204K |
| Appleton Partners Inc. | 0.01% | No change | 2,134 | $203K |
| Straight Path Wealth Management | 0.06% | Reduce -2.5% | 2,130 | $203K |
| Lion Street Advisors, LLC | 0.07% | Reduce -53.7% | 2,612 | $203K |
| American Wealth Advisors, LLC | 0.20% | — | 2,129 | $203K |
| Baker Ellis Asset Management LLC | 0.02% | New | 2,125 | $202K |
| Wedmont Private Capital | 0.01% | New | 2,122 | $202K |
| Capital Group Private Client Services, Inc. | 0.00% | New | 2,105 | $200K |
| Providence Capital Advisors, LLC | 0.03% | Reduce -5.1% | 2,072 | $197K |
| Anchor Investment Management, LLC | 0.02% | Add +0.2% | 1,987 | $189K |
| Atlantic Private Wealth, LLC | 0.12% | No change | 1,912 | $182K |
| Maryland Capital Advisors Inc. | 0.06% | No change | 1,848 | $176K |
| Rothschild Investment LLC | 0.01% | No change | 1,844 | $175K |
| Retirement Wealth Solutions LLC | 0.12% | Reduce -44.3% | 1,839 | $175K |
| Cornerstone Planning Group LLC | 0.03% | Add +1325.4% | 1,853 | $173K |
| Key Financial Inc | 0.03% | No change | 1,765 | $168K |
| BTG Pactual Asset Management US LLC | 0.02% | No change | 1,760 | $165K |
| Millstone Evans Group, LLC | 0.10% | No change | 1,676 | $159K |
| Medallion Wealth Advisors, LLC | 0.06% | Add +0.1% | 1,647 | $157K |
| Caldwell Trust Co | 0.01% | No change | 1,595 | $152K |
| Citizens National Bank Trust Department | 0.03% | No change | 1,591 | $151K |
| Ogorek Anthony Joseph /NY/ | 0.04% | Add +12.0% | 1,568 | $149K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 1,529 | $146K |
| Arlington Trust Co LLC | 0.03% | No change | 1,528 | $145K |
| Team Financial Group, LLC | 0.07% | Reduce -1.8% | 1,516 | $144K |
| Cary Street Partners Investment Advisory LLC | 0.06% | New | 1,489 | $142K |
| Delta Asset Management LLC | 0.01% | No change | 1,488 | $142K |
| Wolff Wiese Magana LLC | 0.08% | No change | 1,430 | $136K |
| Valley Wealth Managers, Inc. | 0.01% | Reduce -99.0% | 1,404 | $134K |
| Parkside Financial Bank & Trust | 0.01% | No change | 1,399 | $133K |
| Bangor Savings Bank | 0.01% | Add +75.3% | 1,397 | $133K |
| Creative Financial Designs Inc. | 0.01% | Add +32.5% | 1,385 | $132K |
| Signature Resources Capital Management, LLC | 0.07% | No change | 1,371 | $130K |
| Stephens Consulting, LLC | 0.04% | No change | 1,348 | $128K |
| Washington Trust Advisors, Inc. | 0.01% | No change | 1,300 | $124K |
| Coston, McIsaac & Partners | 0.03% | No change | 1,293 | $123K |
| Harbor Investment Advisory, LLC | 0.01% | Reduce -2.0% | 1,265 | $120K |
| Financial Perspectives, Inc | 0.03% | Add +2.8% | 1,231 | $117K |
| Root Financial Partners, LLC | 0.01% | New | 1,219 | $116K |
| Heartwood Wealth Advisors LLC | 0.01% | New | 1,200 | $114K |
| Future Financial Wealth Managment LLC | 0.07% | No change | 1,197 | $114K |
| Ascentis Wealth Management, LLC | 0.03% | Add +3.7% | 1,185 | $113K |
| Minot DeBlois Advisors LLC | 0.10% | Reduce -4.1% | 1,158 | $110K |
| JNBA Financial Advisors | 0.01% | No change | 1,082 | $103K |
| Dunhill Financial, LLC | 0.03% | No change | 1,082 | $103K |
| First Pacific Financial | 0.01% | Add +0.4% | 1,073 | $102K |
| St Germain D J Co. Inc. | 0.00% | Reduce -9.5% | 1,048 | $100K |
| Brown, Lisle/Cummings, Inc. | 0.02% | No change | 1,014 | $96K |
| Strategic Wealth Partners, Ltd. | 0.01% | Reduce -12.4% | 1,004 | $96K |
| POM Investment Strategies, LLC | 0.05% | New | 1,000 | $95K |
| Hazlett, Burt & Watson, Inc. | 0.03% | Add +0.1% | 1,008 | $95K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | New | 973 | $93K |
| Main Street Group, LTD | 0.03% | No change | 956 | $91K |
| American Capital Advisory, LLC | 0.04% | No change | 949 | $90K |
| Atlantic Union Bankshares Corp | 0.00% | Add +2.8% | 920 | $88K |
| Private Wealth Asset Management, LLC | 0.01% | No change | 885 | $84K |
| Graney & King, LLC | 0.06% | No change | 865 | $82K |
| Corsicana & Co. | 0.04% | — | 835 | $79K |
| Jackson Hole Capital Partners, LLC | 0.01% | No change | 834 | $79K |
| American National Bank & Trust | 0.01% | No change | 821 | $78K |
| TruNorth Capital Management, LLC | 0.02% | No change | 818 | $78K |
| First Horizon Corp. | 0.00% | — | 797 | $76K |
| Chilton Capital Management LLC | 0.00% | New | 788 | $75K |
| Duncker Streett & Co. Inc. | 0.01% | No change | 767 | $73K |
| Westfuller Advisors, LLC | 0.03% | New | 737 | $70K |
| Orion Capital Management LLC | 0.02% | No change | 700 | $67K |
| Hantz Financial Services, Inc. | 0.00% | New | 690 | $66K |
| Accredited Wealth Management, LLC | 0.05% | Reduce -62.5% | 258 | $65K |
| Tidemark, LLC | 0.02% | No change | 680 | $65K |
| Aventura Private Wealth, LLC | 0.02% | No change | 664 | $63K |
| Bokf, NA | 0.00% | No change | 639 | $61K |
| BankPlus Trust Department | 0.02% | Reduce -14.4% | 630 | $60K |
| Comprehensive Financial Planning, Inc. | 0.04% | Add +0.3% | 630 | $60K |
| Newton One Investments LLC | 0.02% | Reduce -11.1% | 606 | $58K |
| ESL Trust Services, LLC | 0.01% | Reduce -41.3% | 595 | $57K |
| Curio Wealth, LLC | 0.02% | No change | 545 | $52K |
| EPG Wealth Management LLC | 0.01% | New | 539 | $51K |
| Caldwell Sutter Capital, Inc. | 0.02% | No change | 529 | $50K |
| Steigerwald, Gordon & Koch Inc. | 0.00% | New | 510 | $48K |
| Phillips Financial Management, LLC | 0.00% | No change | 491 | $47K |
| Compass Financial Services Inc | 0.02% | Add +0.2% | 489 | $47K |
| Clear Investment Research, LLC | 0.06% | Add +1.7% | 484 | $46K |
| CNB Bank | 0.02% | No change | 471 | $45K |
| LGT Financial Advisors LLC | 0.10% | Reduce -7.8% | 470 | $45K |
| BOK Financial Private Wealth, Inc. | 0.00% | No change | 450 | $43K |
| Valley National Advisers Inc. | 0.01% | No change | 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% | No change | 420 | $40K |
| Peck Wealth Management, LLC | 0.04% | — | 400 | $38K |
| Blue Trust, Inc. | 0.00% | Reduce -0.5% | 400 | $38K |
| Global Wealth Strategies & Associates | 0.01% | No change | 388 | $37K |
| JDM Financial Group LLC | 0.02% | No change | 383 | $36K |
| Beaird Harris Wealth Management, LLC | 0.00% | Add +6.9% | 373 | $35K |
| Missouri Trust & Investment Co | 0.01% | No change | 373 | $35K |
| Eastern Bank | 0.00% | Reduce -36.6% | 366 | $35K |
| Grey Fox Wealth Advisors, LLC | 0.01% | New | 365 | $35K |
| Sumitomo Mitsui Financial Group, Inc. | 0.00% | No change | 359 | $34K |
| Howe & Rusling Inc. | 0.00% | Reduce -32.4% | 348 | $33K |
| Valued Wealth Advisors LLC | 0.01% | No change | 340 | $32K |
| Horrell Capital Management, Inc. | 0.01% | No change | 340 | $32K |
| Mark Sheptoff Financial Planning, LLC | 0.02% | No change | 334 | $32K |
| Operose Advisors LLC | 0.01% | No change | 331 | $31K |
| LRI Investments, LLC | 0.00% | Reduce -4.1% | 324 | $31K |
| Manning & Napier Advisors LLC | 0.00% | New | 318 | $30K |
| Stuart Chaussee & Associates, Inc. | 0.01% | No change | 315 | $30K |
| MCF Advisors LLC | 0.00% | Add +3.0% | 312 | $30K |
| Chapman Financial Group, LLC | 0.02% | No change | 310 | $29K |
| Plante Moran Financial Advisors, LLC | 0.00% | Add +3.7% | 309 | $29K |
| VSM Wealth Advisory, LLC | 0.01% | No change | 303 | $29K |
| Avion Wealth | 0.01% | No change | 304 | $28K |
| Center for Financial Planning, Inc. | 0.00% | No change | 293 | $28K |
| Ameriflex Group, Inc. | 0.01% | Reduce -66.5% | 284 | $27K |
| McIlrath & Eck, LLC | 0.00% | No change | 274 | $26K |
| Centennial Bank | 0.01% | No change | 258 | $25K |
| Rice Partnership, LLC | 0.00% | No change | 243 | $23K |
| Raleigh Capital Management Inc. | 0.01% | Add +44.1% | 232 | $22K |
| Ameritas Investment Partners, Inc. | 0.00% | Reduce -63.5% | 229 | $22K |
| 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 |
| Blue Bell Private Wealth Management, LLC | 0.00% | Reduce -43.8% | 217 | $21K |
| Sittner & Nelson, LLC | 0.01% | No change | 216 | $21K |
| Bogart Wealth, LLC | 0.00% | No change | 203 | $19K |
| Quest 10 Wealth Builders, Inc. | 0.02% | Reduce -45.2% | 189 | $18K |
| Caitlin John, LLC | 0.01% | New | 189 | $18K |
| Acima Private Wealth, LLC | 0.01% | Reduce -14.6% | 188 | $18K |
| Murphy & Mullick Capital Management Corp | 0.01% | No change | 184 | $18K |
| Ritter Daniher Financial Advisory LLC / DE | 0.00% | No change | 184 | $18K |
| Heritage Wealth Advisors | 0.00% | No change | 180 | $17K |
| Prestige Wealth Management Group LLC | 0.00% | No change | 172 | $16K |
| Crewe Advisors LLC | 0.00% | No change | 171 | $16K |
| Family Legacy Financial Solutions, LLC | 0.01% | New | 164 | $16K |
| JPL Wealth Management, LLC | 0.00% | New | 164 | $16K |
| Copia Wealth Management | 0.01% | No change | 163 | $16K |
| Foster Dykema Cabot & Partners, LLC | 0.00% | Add +354.3% | 159 | $15K |
| NFSG Corp | 0.00% | No change | 156 | $15K |
| Financial Gravity Asset Management, Inc. | 0.00% | — | 152 | $14K |
| IMA Advisory Services, Inc. | 0.00% | No change | 149 | $14K |
| Hopwood Financial Services, Inc. | 0.01% | No change | 145 | $14K |
| Alexis Investment Partners, LLC | 0.00% | New | 142 | $14K |
| New Millennium Group LLC | 0.01% | No change | 137 | $13K |
| RMG Wealth Management LLC | 0.00% | No change | 132 | $13K |
| Binnacle Investments Inc | 0.01% | Add +11.9% | 122 | $12K |
| Wealth Watch Advisors, INC | 0.00% | New | 112 | $11K |
| Rossby Financial, LCC | 0.00% | No change | 104 | $10K |
| Quent Capital, LLC | 0.00% | New | 90 | $9K |
| Collier Financial | 0.01% | — | 89 | $8K |
| Farmers & Merchants Investments Inc. | 0.00% | New | 85 | $8K |
| AllSquare Wealth Management LLC | 0.00% | No change | 83 | $8K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.02% | Reduce -97.4% | 82 | $8K |
| City Holding Co. | 0.00% | No change | 81 | $8K |
| Godsey & Gibb, Inc. | 0.00% | Reduce -55.6% | 80 | $8K |
| 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% | No change | 62 | $6K |
| Hemington Wealth Management | 0.00% | No change | 56 | $5K |
| Provenance Wealth Advisors, LLC | 0.00% | No change | 51 | $5K |
| Goodman Advisory Group, LLC | 0.00% | New | 47 | $4K |
| First Command Advisory Services, Inc. | 0.00% | New | 47 | $4K |
| Darwin Wealth Management, LLC | 0.00% | No change | 45 | $4K |
| Financial Life Planners | 0.00% | New | 43 | $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% | No change | 36 | $3K |
| Virtus Advisers, LLC | 0.00% | Reduce -18.2% | 36 | $3K |
| Country Trust Bank | 0.00% | No change | 36 | $3K |
| 1620 Investment Advisors, Inc. | 0.00% | No change | 30 | $3K |
| Dogwood Wealth Management LLC | 0.00% | No change | 30 | $3K |
| Legacy Wealth Managment, LLC | 0.00% | No change | 24 | $2K |
| FWL Investment Management, LLC | 0.00% | No change | 22 | $2K |
| Tripletail Wealth Management, LLC | 0.00% | New | 21 | $2K |
| Pittenger & Anderson Inc. | 0.00% | No change | 17 | $2K |
| Logan Capital Management Inc. | 0.00% | No change | 17 | $2K |
| Park Square Financial Group, LLC | 0.01% | Reduce -11.1% | 16 | $2K |
| Robinswood Financial LLC | 0.00% | No change | 16 | $2K |
| Transamerica Financial Advisors, LLC | 0.00% | No change | 12 | $1K |
| N.E.W. Advisory Services LLC | 0.00% | No change | 11 | $1K |
| Kings Path Partners LLC | 0.00% | Reduce -96.0% | 9 | $856 |
| Tower Research Capital LLC (TRC) | 0.00% | New | 9 | $856 |
| Creative Capital Management Investments LLC | 0.00% | No change | 6 | $571 |
| Turning Point Benefit Group, Inc. | 0.00% | New | 5 | $475 |
| Smallwood Wealth Investment Management, LLC | 0.00% | No change | 5 | $475 |
| HighMark Wealth Management LLC | 0.00% | New | 3 | $245 |
| Scarborough Advisors, LLC | 0.00% | No change | 742 | $0 |
| Cloud Capital Management, LLC | 0.00% | New | 5 | $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.