iShares MSCI USA Min Vol FacUSMVETF
13F holders, Q1 2026 (March 31)1,369holders −9
92new positions
90sold out
5famous investors
$92.74avg. 13F price*
At the end of Q1 2026, 1,369 institutions reported holding iShares MSCI USA Min Vol Fac (USMV) in their 13F filings, down 9 from Q4 2025. 92 opened new positions and 90 sold out. The largest holders were FMR LLC ($1.4B), Raymond James Financial Inc. ($1.3B) and Bank of America Corp. ($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 Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio).
- Company
- iShares MSCI USA Min Vol Fac
- CUSIP
- 46429B697
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 92 | $240.8M |
| Exits | 90 | $100.0M |
All 13F filers, Q4 2025 → Q1 2026: 12,497,710 shares bought and 18,107,785 shares sold, net −5,610,075 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,369 holders
| FMR LLC | 0.08% | Add +25.7% | 15,351,246 | $1.4B |
| Raymond James Financial Inc. | 0.41% | Add +3.5% | 14,250,677 | $1.3B |
| Bank of America Corp. | 0.09% | Reduce -1.9% | 12,775,026 | $1.2B |
| Morgan Stanley | 0.07% | Reduce -16.3% | 12,748,910 | $1.2B |
| LPL Financial LLC | 0.15% | Reduce -0.1% | 6,281,097 | $582.5M |
| PNC Financial Services Group, Inc. | 0.24% | Reduce -4.0% | 4,482,760 | $415.7M |
| Wealth Enhancement Advisory Services, LLC | 0.90% | Reduce -37.4% | 4,370,460 | $406.9M |
| Millburn Ridgefield LLC | 8.46% | Add +13.1% | 4,242,597 | $393.5M |
| Catalyst Capital Advisors LLC | 7.33% | Add +13.1% | 4,242,597 | $393.5M |
| Envestnet Asset Management Inc. | 0.10% | Add +14.5% | 3,985,108 | $369.6M |
| Wells Fargo & Company | 0.07% | Add +1.0% | 3,543,301 | $328.6M |
| UBS Group AG | 0.05% | Reduce -5.6% | 3,227,908 | $299.4M |
| BlackRock, Inc. | 0.01% | Reduce -22.6% | 3,219,933 | $298.6M |
| Ameriprise Financial Inc. | 0.05% | Reduce -13.0% | 2,443,495 | $226.6M |
| Cetera Investment Advisers | 0.21% | Add +1.9% | 2,162,456 | $200.5M |
| Commonwealth Equity Services, LLC | 0.25% | Reduce -4.4% | 1,906,795 | $176.8M |
| JPMorgan Chase & Co. | 0.01% | Reduce -47.3% | 1,865,981 | $171.1M |
| Sei Investments Co. | 0.13% | Add +1.9% | 1,560,042 | $144.7M |
| Royal Bank of Canada | 0.03% | Reduce -6.3% | 1,558,899 | $144.6M |
| Northwestern Mutual Wealth Management Co. | 0.09% | Reduce -9.2% | 1,521,231 | $141.1M |
| Beacon Pointe Advisors, LLC | 0.67% | Add +468.8% | 1,356,170 | $125.8M |
| Assetmark, Inc. | 0.25% | Reduce -13.6% | 1,343,205 | $124.6M |
| Cambridge Investment Research Advisors, Inc. | 0.32% | Reduce -5.8% | 1,336,870 | $124.0M |
| Cerity Partners LLC | 0.17% | Add +8.5% | 1,326,083 | $123.0M |
| Horizon Investments, LLC | 1.35% | Add +9.4% | 1,303,499 | $120.9M |
| Johnson Investment Counsel Inc. | 0.96% | Add +3.5% | 1,276,721 | $118.4M |
| Two Sigma Investments, LP | 0.10% | Reduce -49.8% | 1,250,600 | $116.0M |
| Focus Partners Wealth | 0.12% | Reduce -3.0% | 1,188,453 | $110.2M |
| Geneos Wealth Management Inc. | 2.46% | Add +99.3% | 1,143,557 | $106.1M |
| Jones Financial Companies LLLP | 0.05% | Add +14.9% | 1,159,498 | $105.7M |
| Mercer Global Advisors Inc. | 0.15% | Reduce -15.0% | 1,077,889 | $100.0M |
| Mariner, LLC | 0.12% | Add +1.9% | 1,075,243 | $99.7M |
| Brookstone Capital Management | 0.95% | Add +4.6% | 893,614 | $82.9M |
| Russell Investments Group, Ltd. | 0.09% | Add +0.2% | 853,808 | $79.2M |
| Securian Asset Management, Inc. | 3.07% | Reduce -3.8% | 837,287 | $77.6M |
| Osaic Holdings, Inc. | 0.11% | Reduce -16.0% | 818,745 | $76.0M |
| Ritholtz Wealth Management | 1.29% | New | 800,500 | $74.2M |
| Cwm, LLC | 0.18% | Reduce -7.8% | 733,419 | $68.0M |
| Captrust Financial Advisors | 0.12% | Reduce -2.8% | 715,391 | $66.3M |
| US Bancorp \de | 0.08% | Reduce -2.9% | 707,715 | $65.6M |
| HighTower Advisors, LLC | 0.07% | Add +4.6% | 701,950 | $65.1M |
| MAI Capital Management | 0.37% | Reduce -2.0% | 698,393 | $64.8M |
| Stifel Financial Corp. | 0.06% | Add +0.1% | 656,306 | $60.9M |
| Steward Partners Investment Advisory, LLC | 0.30% | Reduce -4.8% | 634,361 | $58.8M |
| NewEdge Advisors, LLC | 0.21% | Add +30.0% | 618,327 | $57.3M |
| Janney Montgomery Scott LLC | 0.14% | Reduce -8.0% | 617,480 | $57.3M |
| Bank of New York Mellon Corp | 0.01% | Reduce -0.8% | 532,541 | $49.4M |
| Private Advisor Group, LLC | 0.21% | Reduce -2.1% | 492,726 | $45.7M |
| Facet Wealth, Inc. | 0.75% | Add +0.7% | 465,985 | $43.2M |
| Caisse de depot et placement du Quebec | 0.07% | New | 441,070 | $40.9M |
| Integrated Wealth Concepts LLC | 0.32% | Add +50.9% | 426,378 | $39.5M |
| Glenmede Trust Co. NA | 0.18% | Reduce -5.0% | 404,160 | $37.5M |
| High Probability Advisors, LLC | 4.67% | Add +2.9% | 393,657 | $36.5M |
| Barclays PLC | 0.01% | Reduce -26.1% | 391,430 | $36.3M |
| ARS Wealth Advisors Group, LLC | 2.87% | Reduce -2.9% | 366,628 | $34.0M |
| MML Investors Services, LLC | 0.09% | Reduce -28.0% | 365,834 | $33.9M |
| Klingman & Associates, LLC | 1.62% | Reduce -0.4% | 361,598 | $33.5M |
| Truist Financial Corp. | 0.04% | Add +1.6% | 342,687 | $31.8M |
| Symmetry Partners, LLC | 1.76% | Add +8.2% | 332,924 | $30.9M |
| Kestra Advisory Services, LLC | 0.12% | Add +17.6% | 329,668 | $30.6M |
| Rehmann Capital Advisory Group | 1.59% | Add +6.6% | 328,555 | $30.5M |
| Creative Planning | 0.02% | Add +30.8% | 327,516 | $30.4M |
| Lineweaver Wealth Advisors, LLC | 3.97% | Add +1.7% | 317,175 | $29.4M |
| Alliancebernstein L.P. | 0.01% | Reduce -5.1% | 301,846 | $28.4M |
| Keybank National Association | 0.10% | Reduce -6.5% | 301,021 | $27.9M |
| GDS Wealth Management | 1.55% | Add +5.1% | 278,149 | $25.8M |
| Park Avenue Securities LLC | 0.19% | Reduce -13.8% | 266,927 | $24.8M |
| Cornerstone Wealth Management, LLC | 1.19% | Add +0.9% | 256,054 | $23.7M |
| Lido Advisors, LLC | 0.09% | Reduce -9.2% | 249,200 | $23.1M |
| Sagespring Wealth Partners, LLC | 0.41% | Reduce -7.1% | 243,173 | $22.6M |
| Rwa Wealth Partners, LLC | 0.25% | Add +4124.1% | 241,999 | $22.4M |
| Vestcor Inc | 0.61% | Reduce -43.1% | 239,551 | $22.2M |
| Cassia Capital Partners, LLC | 11.40% | Add +5.1% | 239,019 | $22.2M |
| Meridian Wealth Advisors, LLC | 2.90% | Add +19.8% | 236,775 | $22.0M |
| Adaptive Financial Consulting, LLC | 8.37% | Add +5.7% | 235,579 | $21.8M |
| Citizens Financial Group Inc. | 0.30% | Reduce -0.7% | 234,954 | $21.8M |
| Capital Advisors, Ltd. LLC | 2.46% | Reduce -3.5% | 233,687 | $21.7M |
| Pacific Center for Financial Services | 5.43% | Reduce -3.1% | 231,033 | $21.4M |
| Well Done, LLC | 3.11% | Reduce -6.6% | 228,169 | $21.2M |
| OneDigital Investment Advisors LLC | 0.21% | Reduce -3.4% | 226,716 | $21.0M |
| Penserra Capital Management LLC | 0.25% | New | 225,590 | $20.9M |
| Journey Advisory Group, LLC | 1.74% | Reduce -1.6% | 218,582 | $20.3M |
| Lester Murray Antman dba SimplyRich | 5.17% | Reduce -1.3% | 217,943 | $20.2M |
| Baron Silver Stevens Financial Advisors, LLC | 2.91% | Reduce -3.7% | 216,124 | $20.0M |
| Sanctuary Advisors, LLC | 0.11% | Reduce -4.7% | 215,810 | $20.0M |
| Dynasty Wealth Management, LLC | 0.17% | Reduce -76.2% | 212,459 | $19.7M |
| Anderson Hoagland & Co. | 1.68% | Add +15.8% | 210,228 | $19.5M |
| Rakuten Investment Management, Inc. | 0.04% | Add +100.0% | 205,766 | $19.5M |
| Choreo, LLC | 0.24% | Reduce -4.8% | 206,453 | $19.1M |
| Citigroup Inc. | 0.01% | Reduce -14.1% | 200,801 | $18.6M |
| &partners | 0.09% | Reduce -3.8% | 203,693 | $18.6M |
| Rockefeller Capital Management L.P. | 0.03% | Reduce -1.2% | 200,055 | $18.6M |
| Wealth Advisors of Iowa, LLC | 5.66% | Add +0.3% | 197,331 | $18.3M |
| Equitable Holdings, Inc. | 0.12% | Reduce -5.1% | 191,799 | $18.1M |
| United Capital Financial Advisors, LLC | 0.11% | Reduce -1.3% | 191,280 | $17.7M |
| Stratos Wealth Partners, LTD. | 0.20% | Reduce -22.5% | 187,090 | $17.4M |
| Summit Wealth Partners, LLC | 2.68% | Reduce -3.3% | 182,452 | $16.9M |
| Valmark Advisers, Inc. | 0.20% | Reduce -15.3% | 181,946 | $16.9M |
| Independent Advisor Alliance | 0.18% | Add +3339.6% | 181,404 | $16.8M |
| Darrow Company, Inc. | 7.50% | Add +2.7% | 179,532 | $16.6M |
| Barrett & Company, Inc. | 5.68% | Add +1.7% | 177,987 | $16.5M |
| Asset Advisors Investment Management, LLC | 1.54% | Add +1.4% | 174,387 | $16.2M |
| Merit Financial Group, LLC | 0.12% | Add +24.2% | 173,406 | $16.1M |
| Walled Lake Planning & Wealth Management, LLC | 4.69% | Reduce -0.6% | 172,101 | $16.0M |
| Leonard Rickey Investment Advisors P.L.L.C. | 2.73% | Reduce -3.8% | 169,816 | $15.7M |
| Trinity Wealth Management, LLC | 5.70% | Reduce -0.3% | 167,481 | $15.5M |
| Armbruster Capital Management, Inc. | 2.52% | Add +1.1% | 166,058 | $15.4M |
| Fifth Third Bancorp | 0.03% | Add +1799.9% | 164,703 | $15.3M |
| Leelyn Smith, LLC | 2.14% | Add +4.6% | 164,336 | $15.2M |
| Sovereign Investment Advisors, LLC | 3.16% | Add +4.3% | 160,630 | $14.9M |
| Harbor Capital Advisors, Inc. | 1.20% | New | 159,813 | $14.8M |
| MV Capital Management, Inc. | 1.43% | Reduce -25.5% | 157,477 | $14.6M |
| Modern Wealth Management, LLC | 0.25% | Add +0.6% | 156,959 | $14.5M |
| Sigma Planning Corp | 0.40% | Add +4.0% | 156,526 | $14.5M |
| Syntegra Private Wealth Group, LLC | 1.37% | Reduce -16.8% | 155,157 | $14.4M |
| Founders Financial Securities LLC | 0.80% | Reduce -17.2% | 150,485 | $14.1M |
| Beacon Bank & Trust | 2.88% | Add +2.9% | 151,232 | $14.0M |
| Sequoia Financial Advisors, LLC | 0.08% | Reduce -3.4% | 151,073 | $14.0M |
| Koenig Investment Advisory, LLC | 11.75% | Add +0.7% | 149,232 | $13.8M |
| Clear Wave Wealth Management LLC | 3.43% | — | 145,638 | $13.5M |
| Tower Research Capital LLC (TRC) | 0.34% | Add +286.3% | 140,619 | $13.0M |
| IFP Advisors, Inc | 0.27% | Reduce -1.2% | 140,507 | $13.0M |
| D.A. Davidson & Co. | 0.08% | Add +0.4% | 140,014 | $13.0M |
| KilterHowling LLC | 6.52% | Add +1.6% | 139,419 | $12.9M |
| Ironwood Wealth Management, Inc. | 5.76% | Add +0.3% | 136,874 | $12.8M |
| Carrera Capital Advisors | 1.98% | Reduce -15.8% | 138,278 | $12.8M |
| Kwmg, LLC | 1.06% | Add +3.5% | 137,176 | $12.7M |
| Beacon Advisors Holdings, LLC | 6.66% | Add +1.8% | 134,186 | $12.4M |
| Verus Capital Partners, LLC | 0.85% | Add +3.3% | 133,131 | $12.3M |
| BlueStem Wealth Partners, LLC | 1.36% | New | 132,339 | $12.3M |
| TD Capital Management LLC | 1.10% | Reduce -3.1% | 131,500 | $12.2M |
| Capital Financial Group Inc\co\ | 6.69% | Add +0.8% | 131,293 | $12.2M |
| White Pine Investment CO | 2.80% | Reduce -0.9% | 129,715 | $12.0M |
| Money Concepts Capital Corp. | 0.66% | Add +3.9% | 128,484 | $11.9M |
| Fortune Financial Advisors, LLC | 6.01% | Add +1.3% | 127,079 | $11.8M |
| CreativeOne Wealth, LLC | 0.27% | Reduce -11.3% | 127,008 | $11.8M |
| Wealth Management Resources, Inc. | 4.06% | Add +0.0% | 125,821 | $11.7M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -25.6% | 123,606 | $11.5M |
| Nations Financial Group Inc, /Ia/ | 0.58% | Add +0.3% | 122,252 | $11.3M |
| Kennedy Investment Group, Inc. | 4.24% | Reduce -0.4% | 116,705 | $10.8M |
| Diversify Wealth Management, LLC | 0.19% | Add +583.2% | 113,676 | $10.7M |
| Capital Planning LLC | 3.46% | Reduce -1.4% | 114,795 | $10.6M |
| Gerber Kawasaki Wealth & Investment Management | 0.34% | Reduce -4.7% | 114,115 | $10.6M |
| AQR Capital Management | 0.00% | Reduce -4.5% | 113,956 | $10.6M |
| Apella Capital, LLC | 0.15% | Reduce -8.1% | 109,218 | $10.4M |
| Jmac Enterprises LLC | 1.98% | Add +2.3% | 111,216 | $10.3M |
| Ancora Advisors LLC | 0.22% | Reduce -1.9% | 110,591 | $10.3M |
| Legacy Advisory Services, LLC | 7.83% | Reduce -15.0% | 110,547 | $10.3M |
| Evergreen Capital Management LLC | 0.22% | Reduce -0.6% | 110,483 | $10.2M |
| Garrett Wealth Advisory Group, LLC | 1.80% | Reduce -2.5% | 109,318 | $10.1M |
| Mgo One Seven LLC | 0.20% | Add +4.8% | 108,895 | $10.1M |
| Gateway Wealth Partners, LLC | 0.39% | Add +114.3% | 107,296 | $10.0M |
| Brickley Wealth Management | 1.70% | Add +0.1% | 106,608 | $9.9M |
| Cresset Asset Management, LLC | 0.04% | Reduce -3.1% | 106,583 | $9.9M |
| Moneco Advisors, LLC | 0.76% | Reduce -3.5% | 105,812 | $9.8M |
| Bay Rivers Group | 4.08% | Add +2.4% | 105,608 | $9.8M |
| Thrivent Financial for Lutherans | 0.02% | Add +57.6% | 104,387 | $9.7M |
| Lockheed Martin Investment Management Co. | 0.35% | New | 104,200 | $9.7M |
| Marshall Wace, LLP | 0.01% | New | 104,200 | $9.7M |
| Courier Capital LLC | 0.54% | Add +14.3% | 103,911 | $9.6M |
| Flagship Private Wealth, LLC | 3.90% | Add +1.8% | 103,595 | $9.6M |
| Bellwether Advisors, LLC | 1.63% | Reduce -0.6% | 103,565 | $9.6M |
| Sowell Financial Services LLC | 0.36% | Reduce -2.1% | 103,559 | $9.6M |
| Principal Securities, Inc. | 0.14% | Add +17.3% | 103,483 | $9.6M |
| J.W. Cole Advisors, Inc. | 0.32% | Add +0.7% | 103,366 | $9.6M |
| Winthrop Capital Management, LLC | 2.42% | Reduce -9.5% | 101,805 | $9.4M |
| Portfolio Design Labs, LLC | 1.67% | Reduce -10.4% | 101,202 | $9.4M |
| Snowden Capital Advisors LLC | 0.25% | Add +0.6% | 100,402 | $9.3M |
| Envestnet Portfolio Solutions, Inc. | 0.05% | Reduce -63.1% | 100,376 | $9.3M |
| Van Hulzen Asset Management, LLC | 0.68% | Add +0.9% | 99,010 | $9.2M |
| MA Private Wealth | 1.55% | Reduce -0.2% | 98,668 | $9.2M |
| Alpha Capital Advisors Inc. | 8.66% | Add +0.1% | 98,148 | $9.1M |
| Quantinno Capital Management LP | 0.02% | Add +18.8% | 97,794 | $9.1M |
| New England Private Wealth Advisors LLC | 1.04% | Reduce -4.1% | 97,384 | $9.0M |
| Ascent Group, LLC | 0.31% | Reduce -8.6% | 96,445 | $8.9M |
| First Trust Advisors LP | 0.01% | Add +967.5% | 93,487 | $8.7M |
| Financial Enhancement Group LLC | 1.07% | Reduce -55.3% | 91,076 | $8.6M |
| Calamos Wealth Management LLC | 0.30% | Reduce -2.5% | 92,811 | $8.6M |
| Calamos Advisors LLC | 0.04% | New | 92,811 | $8.6M |
| Franklin Resources Inc. | 0.00% | Add +51.7% | 92,197 | $8.6M |
| Kelly Financial Group LLC | 2.15% | Add +3.1% | 92,037 | $8.5M |
| Savant Capital, LLC | 0.04% | Reduce -5.6% | 91,655 | $8.5M |
| EP Wealth Advisors, LLC | 0.04% | Add +20.3% | 90,604 | $8.4M |
| Win Advisors, Inc. | 3.72% | New | 87,613 | $8.1M |
| Concurrent Investment Advisors, LLC | 0.09% | Reduce -6.7% | 87,429 | $8.1M |
| Baird Financial Group, Inc. | 0.01% | Reduce -13.2% | 87,132 | $8.1M |
| Torrey-Payne Wealth Management, LLC | 7.41% | Add +1.6% | 87,062 | $8.1M |
| BridgePort Financial Solutions, LLC | 2.29% | Reduce -4.2% | 87,001 | $8.1M |
| M&T Bank Corp | 0.03% | Reduce -10.8% | 86,002 | $8.0M |
| Stock Yards Bank & Trust Co. | 0.24% | Reduce -6.3% | 84,546 | $7.8M |
| Custos Family Office, LLC | 5.37% | Reduce -4.8% | 83,490 | $7.7M |
| Aspiriant, LLC | 0.22% | Reduce -0.1% | 83,101 | $7.7M |
| Silvercrest Asset Management Group LLC | 0.06% | No change | 82,983 | $7.7M |
| Able Wealth Management LLC | 2.02% | Add +8.9% | 81,559 | $7.6M |
| Gladstone Institutional Advisory LLC | 0.28% | Add +4.2% | 81,273 | $7.5M |
| IHT Wealth Management, LLC | 0.18% | Reduce -11.7% | 81,233 | $7.5M |
| Clearstead Advisors, LLC | 0.07% | Reduce -4.0% | 80,348 | $7.5M |
| Kingswood Wealth Advisors, LLC | 0.35% | Reduce -6.4% | 79,801 | $7.4M |
| Blair William & Co. | 0.02% | Reduce -2.2% | 79,569 | $7.4M |
| L. Roy Papp & Associates, LLP | 0.84% | Reduce -0.1% | 78,980 | $7.3M |
| Shepherd Kaplan Krochuk, LLC | 6.04% | Reduce -2.1% | 77,426 | $7.2M |
| Mascoma Wealth Management LLC | 1.47% | Add +213.8% | 76,590 | $7.1M |
| Essex Financial Services, Inc. | 0.40% | Reduce -0.1% | 76,155 | $7.1M |
| Shore Point Advisors, LLC | 2.78% | Add +0.3% | 75,931 | $7.0M |
| Ibex Wealth Advisors | 0.66% | Reduce -8.8% | 75,860 | $7.0M |
| Quotient Wealth Partners, LLC | 0.18% | Reduce -89.7% | 75,320 | $7.0M |
| Western Wealth Management, LLC | 0.27% | Add +1.1% | 75,105 | $7.0M |
| Mather Group, Llc. | 0.07% | Reduce -0.5% | 74,942 | $7.0M |
| Keeler & Nadler Financial Planning & Wealth Management | 2.35% | Reduce -0.9% | 74,725 | $6.9M |
| Prospera Financial Services Inc | 0.11% | Add +0.2% | 74,429 | $6.9M |
| Mayflower Financial Advisors, LLC | 0.84% | Add +0.4% | 74,220 | $6.9M |
| SageView Advisory Group, LLC | 0.25% | Reduce -0.6% | 72,553 | $6.7M |
| FAS Wealth Partners, Inc. | 0.42% | Reduce -2.9% | 72,399 | $6.7M |
| Birchbrook, Inc. | 3.29% | Reduce -2.5% | 72,320 | $6.7M |
| Avant Capital LLC | 4.70% | Reduce -3.3% | 72,021 | $6.7M |
| Summit Financial, LLC | 0.08% | Add +9.3% | 71,860 | $6.7M |
| Parallel Advisors, LLC | 0.12% | Reduce -4.4% | 71,548 | $6.6M |
| Per Stirling Capital Management, LLC. | 0.73% | Add +0.4% | 71,319 | $6.6M |
| Csenge Advisory Group | 0.30% | Add +1.5% | 70,094 | $6.5M |
| Aptus Capital Advisors, LLC | 0.05% | Reduce -10.2% | 70,042 | $6.5M |
| Independent Financial Group, LLC | 0.14% | Add +5.1% | 69,319 | $6.4M |
| Guerra Pan Advisors, LLC | 3.97% | Add +1.9% | 69,207 | $6.4M |
| Allred Capital Management, LLC | 2.30% | Add +0.0% | 68,197 | $6.3M |
| Intrust Bank NA | 0.51% | Reduce -66.3% | 68,114 | $6.3M |
| Redwood Park Advisors LLC | 4.62% | Reduce -0.1% | 67,364 | $6.2M |
| Wharton Business Group, LLC | 0.24% | Add +0.7% | 67,116 | $6.2M |
| Sound Portfolio Advisors, LLC | 5.02% | Reduce -1.6% | 66,668 | $6.2M |
| Investment Advisory Group, LLC | 1.56% | Reduce -0.6% | 66,157 | $6.1M |
| Mann Financial Group, Inc. | 5.76% | Reduce -8.8% | 65,958 | $6.1M |
| Choate Investment Advisors | 0.12% | Add +9.1% | 65,915 | $6.1M |
| World Investment Advisors | 0.10% | Reduce -4.0% | 65,710 | $6.1M |
| Foundations Investment Advisors, LLC | 0.08% | Add +25.8% | 65,695 | $6.1M |
| Bank of Montreal | 0.00% | Reduce -10.4% | 64,016 | $5.9M |
| Compass Financial Group, Inc. (Ohio) | 4.33% | Reduce -5.3% | 63,728 | $5.9M |
| Independence Bank of Kentucky | 0.75% | Reduce -2.0% | 63,517 | $5.9M |
| UMB Bank, n.a. | 0.08% | Add +52.9% | 63,172 | $5.9M |
| Atria Investments, Inc | 0.07% | Add +1.3% | 63,078 | $5.8M |
| Waverly Advisors, LLC | 0.04% | Reduce -4.2% | 61,808 | $5.7M |
| 10Elms LLP | 3.87% | Add +80.8% | 60,530 | $5.6M |
| Allworth Financial LP | 0.02% | Add +3.9% | 60,372 | $5.6M |
| Arkadios Wealth Advisors | 0.09% | Add +2.2% | 60,079 | $5.6M |
| Perigon Wealth Management, LLC | 0.10% | Reduce -5.8% | 59,940 | $5.6M |
| Curtis Advisory Group, LLC | 1.18% | Add +53.2% | 59,223 | $5.5M |
| CFM Wealth Partners LLC | 0.82% | Add +0.4% | 58,971 | $5.5M |
| Sequent Asset Management, LLC | 2.61% | Reduce -1.6% | 58,901 | $5.5M |
| Modus Advisors, LLC | 1.50% | Reduce -26.0% | 58,873 | $5.5M |
| Gotham Asset Management | 0.02% | Add +4.9% | 58,833 | $5.5M |
| Dakota Wealth Management | 0.12% | Reduce -3.0% | 58,592 | $5.4M |
| Orion Porfolio Solutions, LLC | 0.05% | Reduce -20.8% | 58,542 | $5.4M |
| WealthBridge Capital Management, LLC | 1.25% | Add +0.8% | 58,398 | $5.4M |
| Allstate Corp. | 0.06% | No change | 58,372 | $5.4M |
| Colonial Trust Advisors | 0.42% | Reduce -1.9% | 57,953 | $5.4M |
| Camden National Bank | 0.72% | Add +2.1% | 57,778 | $5.4M |
| AlphaCore Capital LLC | 0.13% | Reduce -1.7% | 57,470 | $5.3M |
| 1900 Wealth Management LLC | 0.34% | Reduce -0.0% | 57,219 | $5.3M |
| Corient Private Wealth LP | 0.01% | Reduce -11.7% | 59,544 | $5.3M |
| High Net Worth Advisory Group LLC | 1.21% | Reduce -2.6% | 56,032 | $5.2M |
| Littlejohn Financial Services, Inc. | 3.78% | Add +0.3% | 54,216 | $5.0M |
| Apollon Financial, LLC | 0.69% | Reduce -2.2% | 53,926 | $5.0M |
| Qube Research & Technologies Ltd | 0.01% | Reduce -86.0% | 53,176 | $4.9M |
| Flow Traders U.S. LLC | 0.16% | Add +327.5% | 53,118 | $4.9M |
| Hibernia Wealth Partners, LLC | 1.46% | Reduce -16.2% | 53,106 | $4.9M |
| Advisory Services Network, LLC | 0.07% | Add +5.4% | 52,988 | $4.9M |
| Tompkins Financial Corp. | 0.39% | Add +0.1% | 52,492 | $4.9M |
| GTS Securities LLC | 0.17% | Reduce -5.7% | 51,300 | $4.8M |
| Vise Technologies, Inc. | 0.09% | No change | 50,158 | $4.7M |
| Caliber Wealth Management, LLC / KS | 0.52% | Reduce -2.6% | 50,838 | $4.7M |
| Apollon Wealth Management, LLC | 0.08% | Add +0.8% | 50,326 | $4.7M |
| Cornerstone Planning, LLC | 1.04% | Add +25.0% | 49,756 | $4.6M |
| Spectrum Asset Management, Inc. (NB/CA) | 1.45% | Reduce -59.9% | 49,279 | $4.6M |
| Milestone Investment Advisors LLC | 1.10% | Add +0.5% | 48,938 | $4.5M |
| Bokf, NA | 0.07% | Add +33.1% | 48,202 | $4.5M |
| Cordatus Wealth Management LLC | 1.06% | Reduce -1.2% | 48,104 | $4.5M |
| Itau Unibanco Holding S.A. | 0.11% | New | 47,930 | $4.4M |
| Montecito Bank & Trust | 0.73% | Add +2.2% | 47,873 | $4.4M |
| Roehl & Yi Investment Advisors, LLC | 1.63% | Reduce -3.3% | 46,783 | $4.3M |
| McNaughton Wealth Management, LLC | 1.79% | Reduce -5.3% | 46,762 | $4.3M |
| M Holdings Securities, Inc. | 0.29% | Reduce -16.7% | 46,323 | $4.3M |
| Haverford Trust Co | 0.04% | Reduce -12.9% | 46,666 | $4.3M |
| O'shaughnessy Asset Management, LLC | 0.02% | Add +44.1% | 46,445 | $4.3M |
| Fragasso Financial Advisors Inc | 0.26% | Reduce -5.5% | 45,768 | $4.3M |
| RHS Financial, LLC | 2.02% | Add +4.7% | 45,883 | $4.3M |
| Focus Partners Advisor Solutions, LLC | 0.04% | Add +2.9% | 45,689 | $4.2M |
| Round Rock Advisors LLC | 0.65% | Reduce -0.9% | 45,539 | $4.2M |
| Focus Financial Network, Inc. | 0.15% | Reduce -9.4% | 45,014 | $4.2M |
| Mirae Asset Global Investments Co., Ltd. | 0.01% | Reduce -43.8% | 45,000 | $4.2M |
| Muirfield Wealth Advisors LLC | 3.05% | Add +11.2% | 44,726 | $4.1M |
| Arax Advisory Partners | 0.12% | Reduce -3.0% | 44,710 | $4.1M |
| Great Valley Advisor Group, Inc. | 0.08% | Add +8.6% | 44,587 | $4.1M |
| Fiduciary Trust Co | 0.05% | Reduce -0.6% | 44,448 | $4.1M |
| Aureum Wealth Management, LLC | 2.87% | Add +37.2% | 44,436 | $4.1M |
| Performance Wealth Partners, LLC | 0.12% | Add +23.5% | 44,298 | $4.1M |
| Croban | 1.92% | Add +6.3% | 44,115 | $4.1M |
| Journey Strategic Wealth LLC | 0.10% | Add +1.0% | 43,967 | $4.1M |
| Commerce Bank | 0.02% | Reduce -4.3% | 43,851 | $4.1M |
| Rik Saylor Financial, Inc. | 3.05% | Reduce -1.8% | 43,326 | $4.0M |
| Cozad Asset Management Inc. | 0.31% | Reduce -2.0% | 43,070 | $4.0M |
| Alpine Bank Wealth Management | 0.58% | Reduce -9.9% | 42,657 | $4.0M |
| Crestwood Advisors Group, LLC | 0.07% | Reduce -6.0% | 42,582 | $3.9M |
| Capital Advisor Network LLC | 5.51% | — | 42,458 | $3.9M |
| Flagship Harbor Advisors, LLC | 0.17% | Reduce -3.3% | 42,156 | $3.9M |
| Arkansas Financial Group, Inc. | 0.54% | No change | 41,464 | $3.9M |
| Fidelis Capital Partners, LLC | 0.28% | No change | 41,910 | $3.9M |
| Mandatum Life Insurance Co Ltd | 0.87% | No change | 41,527 | $3.9M |
| Woodside Wealth Management LLC | 3.01% | Reduce -7.8% | 41,479 | $3.8M |
| HHM Wealth Advisors, LLC | 0.44% | Reduce -1.8% | 41,232 | $3.8M |
| Kingsview Wealth Management, LLC | 0.05% | Add +0.4% | 41,056 | $3.8M |
| Strategic Point Investment Advisors, LLC | 0.55% | Reduce -4.7% | 40,730 | $3.8M |
| Keystone Financial Group | 0.26% | Add +3.4% | 40,139 | $3.7M |
| Acorn Wealth Advisors, LLC | 1.06% | Reduce -2.6% | 39,254 | $3.6M |
| Ade, LLC | 1.74% | Reduce -10.1% | 39,088 | $3.6M |
| Houlihan Financial Resource Group, Ltd. | 1.41% | Add +0.5% | 38,935 | $3.6M |
| Mullooly Asset Management, Inc. | 1.33% | Reduce -0.9% | 38,931 | $3.6M |
| Bell Investment Advisors, Inc | 0.56% | Reduce -1.0% | 38,630 | $3.6M |
| Delos Wealth Advisors, LLC | 2.04% | Add +12.5% | 38,361 | $3.6M |
| Weaver Consulting Group | 0.85% | Reduce -1.1% | 38,328 | $3.6M |
| Prime Capital Investment Advisors, LLC | 0.04% | Add +0.4% | 38,229 | $3.5M |
| Cardinal Strategic Wealth Guidance | 0.93% | Add +5.2% | 38,174 | $3.5M |
| Daiwa Securities Group Inc. | 0.01% | Add +8.9% | 37,990 | $3.5M |
| Farther Finance Advisors, LLC | 0.03% | Reduce -6.1% | 37,851 | $3.5M |
| First Heartland Consultants, Inc. | 0.27% | Add +22.6% | 37,637 | $3.5M |
| Signature Estate & Investment Advisors LLC | 0.07% | Add +3.8% | 37,508 | $3.5M |
| Trilogy Capital Inc. | 0.15% | Reduce -7.3% | 37,433 | $3.5M |
| Reality Financial Planning Services, LLC | 3.35% | Add +6.9% | 37,383 | $3.5M |
| CGN Advisors LLC | 0.27% | Reduce -4.2% | 37,178 | $3.4M |
| Strategic Blueprint, LLC | 0.20% | Reduce -0.1% | 37,101 | $3.4M |
| Ashton Thomas Private Wealth, LLC | 0.08% | Reduce -9.4% | 36,809 | $3.4M |
| AE Wealth Management LLC | 0.02% | Reduce -66.9% | 36,746 | $3.4M |
| Delta Wealth Advisors LLC | 2.59% | Add +0.3% | 36,699 | $3.4M |
| Hobbs Group Advisors, LLC | 1.02% | Reduce -3.5% | 36,620 | $3.4M |
| Harbour Investments, Inc. | 0.05% | Add +59.7% | 36,312 | $3.4M |
| Milestone Asset Management Group, LLC | 1.94% | Add +3.0% | 35,737 | $3.3M |
| Cora Capital Advisors LLC | 1.10% | Reduce -2.3% | 35,694 | $3.3M |
| Kirtland Hills Capital Management, LLC | 1.04% | Add +52.7% | 34,793 | $3.3M |
| Carr Financial Group Corp | 0.86% | Reduce -3.9% | 35,095 | $3.3M |
| Brandywine Oak Private Wealth LLC | 0.27% | Reduce -4.4% | 35,074 | $3.3M |
| Sugar Maple Asset Management, LLC | 1.95% | Reduce -0.1% | 34,651 | $3.2M |
| Brown Wealth Management, LLC | 0.82% | Reduce -0.2% | 34,485 | $3.2M |
| Defined Wealth Management, LLC | 1.86% | Add +0.8% | 34,230 | $3.2M |
| Pathstone Holdings, LLC | 0.01% | Reduce -5.8% | 33,929 | $3.1M |
| Diversified Enterprises, LLC | 0.17% | Reduce -3.5% | 33,747 | $3.1M |
| CX Institutional | 0.10% | Reduce -4.7% | 33,734 | $3.1M |
| NewEdge Wealth, LLC | 0.04% | Add +46.1% | 33,667 | $3.1M |
| Foster Group, Inc. | 0.09% | Reduce -2.6% | 33,615 | $3.1M |
| Cyndeo Wealth Partners, LLC | 0.16% | Add +1.6% | 33,307 | $3.1M |
| Tradition Wealth Management, LLC | 0.22% | Reduce -12.2% | 33,228 | $3.1M |
| Enzi Wealth | 1.07% | Reduce -12.5% | 33,155 | $3.1M |
| Syverson Strege & Co | 0.74% | Reduce -1.9% | 33,016 | $3.1M |
| Johnson Financial Group, Inc. | 0.11% | Reduce -2.4% | 32,808 | $3.0M |
| Marino, Stram & Associates LLC | 0.54% | Reduce -1.8% | 32,572 | $3.0M |
| Ascentis Independent Advisors | 0.23% | Add +104.5% | 32,429 | $3.0M |
| Guardian Wealth Advisors, LLC / NC | 0.19% | Reduce -7.3% | 32,253 | $3.0M |
| Perryman Financial Advisory Inc. | 0.45% | Reduce -4.3% | 32,192 | $3.0M |
| Icon Wealth Advisors, LLC | 0.19% | Add +6.0% | 30,996 | $2.9M |
| Kastel Capital Advisors, LLC | 1.79% | No change | 30,899 | $2.9M |
| Calton & Associates, Inc. | 0.42% | Reduce -14.5% | 31,317 | $2.9M |
| Strategic Investment Advisors / MI | 0.20% | Add +32.3% | 31,327 | $2.9M |
| Investment Partners, LTD. | 1.03% | Reduce -14.5% | 31,162 | $2.9M |
| Sherman Wealth Management LLC | 2.47% | Add +2.1% | 31,052 | $2.9M |
| Capital Investment Advisory Services, LLC | 0.21% | Add +5.1% | 30,955 | $2.9M |
| Tacita Capital Inc | 1.68% | Reduce -4.8% | 30,517 | $2.8M |
| GGM Financial LLC | 1.30% | Reduce -0.4% | 30,452 | $2.8M |
| Syntax Research, Inc. | 1.79% | Add +87.0% | 30,354 | $2.8M |
| NorthRock Partners, LLC | 0.05% | Add +61.2% | 30,132 | $2.8M |
| New England Asset Management Inc. | 0.37% | Add +2.7% | 29,950 | $2.8M |
| BCM Advisors, LLC | 0.54% | Reduce -14.2% | 29,264 | $2.8M |
| ETF Store, Inc. | 2.69% | Add +1.6% | 29,731 | $2.8M |
| Level Four Advisory Services, LLC | 0.09% | Add +6.1% | 29,704 | $2.8M |
| One Wealth Advisors, LLC | 0.34% | Add +4.2% | 29,639 | $2.7M |
| Susquehanna International Group, LLP | 0.00% | New | 29,611 | $2.7M |
| TD Waterhouse Canada Inc. | 0.01% | Add +4.5% | 29,571 | $2.7M |
| Legacy Private Trust Co. | 0.17% | Reduce -31.0% | 29,478 | $2.7M |
| Partners Capital Investment Group, LLP | 0.10% | Add +0.4% | 29,465 | $2.7M |
| Aries Wealth Management | 0.60% | Reduce -2.6% | 29,299 | $2.7M |
| MorganRosel Wealth Management, LLC | 1.07% | Reduce -70.8% | 29,241 | $2.7M |
| Ameritas Advisory Services, LLC | 0.10% | Reduce -7.2% | 29,086 | $2.7M |
| Berman McAleer LLC | 0.36% | Add +2.6% | 28,817 | $2.7M |
| Visionary Wealth Advisors | 0.12% | Reduce -1.5% | 28,639 | $2.7M |
| XTX Topco Ltd | 0.05% | Add +123.3% | 28,573 | $2.6M |
| Patriot Investment Management Group, Inc. | 0.17% | Reduce -0.6% | 28,495 | $2.6M |
| McMorgan & Co. LLC | 0.42% | Add +0.4% | 28,238 | $2.6M |
| Mutual Advisors, LLC | 0.06% | Reduce -17.3% | 28,165 | $2.6M |
| Wealth Enhancement Trust Services, Inc. | 0.32% | Add +74.2% | 28,120 | $2.6M |
| Sax Wealth Advisors, LLC | 0.13% | No change | 27,669 | $2.6M |
| Savvy Advisors, Inc. | 0.07% | Reduce -6.2% | 27,995 | $2.6M |
| Cary Street Partners Financial LLC | 0.06% | Reduce -1.9% | 27,941 | $2.6M |
| River's Edge Wealth Management, LLC | 2.40% | Add +1.0% | 27,167 | $2.6M |
| Pension & Wealth Management Advisors, Inc. | 0.75% | Reduce -0.9% | 27,367 | $2.5M |
| Natixis Advisors, LLC | 0.00% | Reduce -15.8% | 27,260 | $2.5M |
| Mechanics Bank Trust Department | 0.35% | Reduce -7.4% | 27,213 | $2.5M |
| Regal Investment Advisors LLC | 0.15% | Add +2.5% | 27,174 | $2.5M |
| Wealth Management Partners, LLC | 0.71% | Reduce -4.3% | 26,661 | $2.5M |
| Flatrock Wealth Partners LLC | 1.11% | Add +3.4% | 26,616 | $2.5M |
| Sheridan Capital Management, LLC | 1.30% | Add +0.5% | 26,575 | $2.5M |
| Empowered Funds, LLC | 0.02% | Add +142.0% | 26,286 | $2.4M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +371.6% | 26,260 | $2.4M |
| Blake Schutter Theil Wealth Advisors, LLC | 1.95% | Reduce -0.1% | 25,821 | $2.4M |
| Wealthcare Advisory Partners LLC | 0.05% | Add +60.1% | 25,641 | $2.4M |
| Elevation Capital Advisory, LLC | 1.01% | Add +25.4% | 25,569 | $2.4M |
| Hansen & Associates Financial Group, Inc. | 1.27% | Add +3.5% | 25,300 | $2.4M |
| Whittier Trust Co. | 0.03% | No change | 25,011 | $2.3M |
| Detalus Advisors, LLC | 0.53% | Reduce -0.9% | 25,153 | $2.3M |
| Accredited Investor Services, LLC | 1.48% | Reduce -0.8% | 24,851 | $2.3M |
| Hudson Oak Wealth Advisory LLC | 2.00% | Add +6.8% | 24,820 | $2.3M |
| Symphony Financial Services, Inc. | 1.18% | Reduce -3.1% | 24,765 | $2.3M |
| Jump Financial, LLC | 0.04% | New | 24,734 | $2.3M |
| Santori & Peters, Inc. | 0.71% | Add +0.1% | 24,539 | $2.3M |
| National Bank of Canada | 0.00% | Reduce -2.8% | 24,329 | $2.3M |
| Lodestar Private Asset Management LLC | 0.22% | Reduce -12.6% | 24,019 | $2.2M |
| Signaturefd, LLC | 0.03% | Add +0.9% | 23,883 | $2.2M |
| Hicks Capital Management LLC | 2.18% | Add +0.0% | 23,539 | $2.2M |
| Summit Investment Advisory Services, LLC | 0.81% | Reduce -2.7% | 23,437 | $2.2M |
| Nomura Asset Management Co. Ltd. | 0.01% | New | 23,400 | $2.2M |
| Golden State Wealth Management, LLC | 0.24% | Reduce -18.5% | 23,342 | $2.2M |
| ACT Advisors, LLC. | 0.91% | Reduce -0.8% | 23,055 | $2.1M |
| Centurion Wealth Management LLC | 0.48% | Add +0.2% | 23,041 | $2.1M |
| Advisory Alpha, LLC | 0.06% | Add +1.4% | 23,024 | $2.1M |
| Strategic Family Wealth Counselors, L.L.C. | 0.56% | Reduce -1.1% | 22,788 | $2.1M |
| TPG Advisors LLC | 1.31% | Reduce -5.1% | 22,743 | $2.1M |
| Fiduciary Financial Group, LLC | 0.28% | Reduce -4.3% | 22,610 | $2.1M |
| Diversified Trust Co. | 0.04% | Reduce -7.0% | 22,334 | $2.1M |
| Kovack Advisors, Inc. | 0.11% | Add +86.5% | 22,228 | $2.1M |
| XY Planning Network, Inc. | 0.33% | Reduce -3.2% | 22,006 | $2.0M |
| 180 Wealth Advisors, LLC | 0.23% | Reduce -1.1% | 21,950 | $2.0M |
| Pallas Capital Advisors LLC | 0.08% | Reduce -31.5% | 21,900 | $2.0M |
| Family Manage LLC | 0.24% | Reduce -67.3% | 21,694 | $2.0M |
| Magnolia Capital Advisors LLC | 0.40% | Reduce -5.4% | 21,669 | $2.0M |
| CoreCap Advisors, LLC | 0.07% | Add +3.8% | 21,661 | $2.0M |
| Nwam LLC | 0.11% | Reduce -16.4% | 21,524 | $2.0M |
| Chilton Investment Co. Inc. | 0.05% | No change | 21,500 | $2.0M |
| Hilltop Partners LLC | 0.51% | Reduce -1.4% | 21,439 | $2.0M |
| Forvis Mazars Wealth Advisors, LLC | 0.04% | Reduce -75.3% | 21,282 | $2.0M |
| Tranquilli Financial Advisor LLC | 1.15% | Reduce -6.1% | 21,262 | $2.0M |
| Friedenthal Financial | 0.99% | Add +1.9% | 21,249 | $2.0M |
| Keebeck Wealth Management | 0.22% | Reduce -8.4% | 20,901 | $1.9M |
| HB Wealth Management, LLC | 0.01% | Add +10.5% | 20,867 | $1.9M |
| Roof Eidam Maycock Peralta, LLC | 0.44% | Reduce -2.5% | 20,822 | $1.9M |
| Arcus Capital Partners, LLC | 0.69% | Reduce -2.5% | 20,665 | $1.9M |
| Sweeney & Michel, LLC | 0.56% | Add +5.3% | 20,332 | $1.9M |
| Avior Wealth Management, LLC | 0.05% | Add +3.6% | 20,400 | $1.9M |
| Tanglewood Legacy Advisors, LLC | 0.68% | Reduce -1.5% | 20,391 | $1.9M |
| Shepherd Financial Partners LLC | 0.18% | Reduce -0.2% | 20,344 | $1.9M |
| First Citizens Bank & Trust Co. | 0.04% | Reduce -18.0% | 20,228 | $1.9M |
| Almanack Investment Partners, LLC. | 0.32% | Add +0.1% | 20,222 | $1.9M |
| Selby Wealth Management, LLC | 0.74% | Reduce -5.0% | 20,193 | $1.9M |
| Spire Wealth Management | 0.06% | Reduce -0.0% | 20,128 | $1.9M |
| GC Wealth Management RIA, LLC | 0.08% | No change | 20,118 | $1.9M |
| Strategy Asset Managers LLC | 0.30% | Add +1.6% | 19,668 | $1.8M |
| Forthright Family Wealth Advisory LLC | 1.22% | New | 21,798 | $1.8M |
| Stephens Inc. | 0.02% | Reduce -0.7% | 19,616 | $1.8M |
| Braeburn Wealth Management LLC | 1.03% | Reduce -1.5% | 19,485 | $1.8M |
| Insight Wealth Strategies, LLC | 0.20% | Reduce -85.0% | 19,475 | $1.8M |
| Saxony Capital Management, LLC | 1.04% | New | 19,365 | $1.8M |
| Bernardo Wealth Planning LLC | 0.35% | Reduce -7.9% | 19,286 | $1.8M |
| HighPoint Advisor Group LLC | 0.07% | Reduce -7.3% | 19,249 | $1.8M |
| Robertson Stephens Wealth Management, LLC | 0.05% | Reduce -6.1% | 19,173 | $1.8M |
| Welch & Forbes LLC | 0.02% | No change | 19,116 | $1.8M |
| Cowa, LLC | 0.51% | Reduce -2.1% | 19,075 | $1.8M |
| Lexington Hill Partners, LLC | 1.00% | Reduce -45.5% | 18,989 | $1.8M |
| Integrity Alliance, Llc. | 0.07% | Reduce -4.9% | 18,897 | $1.8M |
| Baring Financial LLC | 1.07% | Add +4.7% | 18,873 | $1.8M |
| Northern Trust Corp. | 0.00% | Add +21.4% | 18,767 | $1.7M |
| Vanguard National Trust Co | 0.11% | — | 18,480 | $1.7M |
| Black Diamond Financial, LLC | 0.19% | Add +2.3% | 18,447 | $1.7M |
| Benjamin Edwards Inc. | 0.02% | Reduce -5.8% | 18,440 | $1.7M |
| Elevate Wealth Advisory, Inc. | 1.08% | Reduce -2.0% | 18,381 | $1.7M |
| Forum Private Client Group LLC | 0.57% | Reduce -7.5% | 18,359 | $1.7M |
| Summit Global Investments | 0.10% | New | 18,328 | $1.7M |
| Intellectus Partners, LLC | 0.34% | Reduce -0.1% | 18,133 | $1.7M |
| Thompson David Blair | 0.96% | Reduce -10.3% | 18,050 | $1.7M |
| Caprock Group, LLC | 0.04% | Reduce -1.7% | 17,963 | $1.7M |
| Retirement Planning Group, LLC | 0.05% | Reduce -0.2% | 17,925 | $1.7M |
| Townsend Asset Management Corp. /NC/ | 0.59% | Add +0.1% | 17,721 | $1.6M |
| Hoese & Co LLP | 1.22% | Reduce -5.4% | 17,681 | $1.6M |
| Petix & Botte Co | 0.73% | Reduce -52.2% | 17,655 | $1.6M |
| Private Trust Co. NA | 0.15% | Add +3.3% | 17,615 | $1.6M |
| Smartleaf Asset Management LLC | 0.06% | Add +7.4% | 17,804 | $1.6M |
| Insight Inv LLC | 0.89% | Add +30.4% | 17,511 | $1.6M |
| PCA Investment Advisory Services Inc. | 0.54% | Reduce -10.7% | 17,456 | $1.6M |
| Capital Asset Advisory Services LLC | 0.06% | Reduce -11.3% | 16,999 | $1.6M |
| Smart Money Group LLC | 0.47% | Reduce -5.8% | 17,365 | $1.6M |
| Composition Wealth, LLC | 0.02% | Reduce -31.9% | 17,178 | $1.6M |
| Roman Butler Fullerton & Co. | 0.44% | Add +0.4% | 16,926 | $1.6M |
| Addison Capital Co | 0.28% | New | 17,147 | $1.6M |
| Ballew Advisors, Inc | 0.90% | Reduce -24.3% | 16,930 | $1.6M |
| Summit Trail Advisors, LLC | 0.02% | Reduce -9.0% | 17,074 | $1.6M |
| Scotia Capital Inc. | 0.01% | Reduce -10.3% | 17,066 | $1.6M |
| Kathmere Capital Management, LLC | 0.10% | Add +9.4% | 17,014 | $1.6M |
| Elevation Point Wealth Partners, LLC | 0.04% | Reduce -34.3% | 16,996 | $1.6M |
| Mosaic Family Wealth Partners, LLC | 0.16% | Reduce -17.1% | 16,960 | $1.6M |
| Centaurus Financial, Inc. | 0.07% | Add +8.5% | 16,867 | $1.6M |
| Centric Wealth Management | 0.31% | Reduce -1.2% | 16,500 | $1.6M |
| Salem Investment Counselors Inc. | 0.05% | Reduce -2.6% | 16,683 | $1.5M |
| Creekside Partners | 0.64% | Add +0.1% | 16,672 | $1.5M |
| Ellis Investment Partners, LLC | 0.27% | Reduce -14.6% | 16,642 | $1.5M |
| West Wealth Group, LLC | 0.30% | Add +6.9% | 16,592 | $1.5M |
| 5T Wealth, LLC | 0.60% | Reduce -4.1% | 16,475 | $1.5M |
| Aspire Growth Partners LLC | 1.04% | Reduce -0.3% | 16,371 | $1.5M |
| Nest Investments, LLC | 1.23% | Add +15.8% | 16,341 | $1.5M |
| CIBC Bancorp USA Inc. | 0.00% | — | 16,098 | $1.5M |
| Saxon Interests, Inc. | 0.51% | Reduce -6.0% | 16,013 | $1.5M |
| CCG Wealth Management, LLC | 0.40% | Reduce -0.4% | 15,984 | $1.5M |
| Wescott Financial Advisory Group, LLC | 0.13% | Reduce -2.3% | 15,857 | $1.5M |
| Cynosure Group, LLC | 0.18% | Add +0.3% | 15,854 | $1.5M |
| HRT Financial LP | 0.00% | Reduce -19.2% | 15,861 | $1.5M |
| Beam Wealth Advisors, Inc. | 0.37% | New | 15,848 | $1.5M |
| Brookwood Investment Group LLC | 0.19% | Add +97.4% | 15,811 | $1.5M |
| GFG Capital, LLC | 0.47% | Reduce -14.9% | 15,804 | $1.5M |
| Comprehensive Financial Consultants Institutional, Inc. | 0.43% | Reduce -0.5% | 15,728 | $1.5M |
| Jaffetilchin Investment Partners, LLC | 0.09% | Add +6.9% | 15,726 | $1.5M |
| NWF Advisory Services Inc. | 0.16% | Add +10.7% | 15,633 | $1.4M |
| PFG Advisors | 0.07% | Add +5.9% | 15,611 | $1.4M |
| BCGM Wealth Management, LLC | 0.36% | Reduce -8.2% | 15,592 | $1.4M |
| New Insight Wealth Advisors | 0.52% | Reduce -3.1% | 15,557 | $1.4M |
| Tranquility Partners, LLC | 0.54% | Add +5.2% | 15,873 | $1.4M |
| Claro Advisors Inc. | 0.17% | Add +0.0% | 15,501 | $1.4M |
| Emerald Advisors, LLC | 0.18% | Reduce -51.0% | 15,438 | $1.4M |
| Brighton Jones LLC | 0.03% | New | 15,435 | $1.4M |
| Kaydan Wealth Management, Inc. | 0.48% | Reduce -1.1% | 15,429 | $1.4M |
| Brown Advisory Inc. | 0.00% | Reduce -2.2% | 15,283 | $1.4M |
| Ewa, LLC | 0.32% | Reduce -3.0% | 15,169 | $1.4M |
| Purpose Unlimited Inc. | 0.06% | Add +4.8% | 15,144 | $1.4M |
| BXM Wealth LLC | 1.08% | No change | 15,124 | $1.4M |
| Thoroughbred Financial Services, LLC | 0.08% | Reduce -8.6% | 15,106 | $1.4M |
| Rossby Financial, LCC | 0.29% | Add +436.7% | 14,979 | $1.4M |
| Peddock Capital Advisors, LLC | 0.30% | No change | 14,874 | $1.4M |
| Atlas Legacy Advisors, LLC | 0.25% | Add +4.8% | 14,854 | $1.4M |
| Fortis Group Advisors, LLC | 0.23% | Reduce -3.1% | 14,536 | $1.4M |
| Southland Equity Partners LLC | 0.27% | Reduce -2.5% | 14,771 | $1.4M |
| Nova R Wealth, Inc. | 0.43% | Add +0.2% | 14,606 | $1.4M |
| Advyzon Investment Management, LLC | 0.12% | Add +465.9% | 14,545 | $1.3M |
| CFS Investment Advisory Services, LLC | 0.09% | Reduce -4.6% | 14,194 | $1.3M |
| McDonald Partners LLC | 0.32% | No change | 14,500 | $1.3M |
| Trustmark Bank Trust Department | 0.09% | Reduce -18.4% | 14,500 | $1.3M |
| Lanark Financial, Inc. | 0.10% | Reduce -6.1% | 14,318 | $1.3M |
| Kestra Private Wealth Services, LLC | 0.02% | Reduce -6.4% | 14,258 | $1.3M |
| Physician Wealth Advisors, Inc. | 0.18% | Add +8.0% | 14,244 | $1.3M |
| Mosley Wealth Management | 0.59% | Add +0.1% | 13,711 | $1.3M |
| Squarepoint Ops LLC | 0.00% | New | 14,064 | $1.3M |
| Sapient Capital LLC | 0.02% | No change | 13,995 | $1.3M |
| Vestmark Advisory Solutions, Inc. | 0.01% | Reduce -70.3% | 13,923 | $1.3M |
| WCG Wealth Advisors LLC | 0.04% | Add +3.3% | 13,868 | $1.3M |
| Perennial Investment Advisors, LLC | 0.10% | Reduce -1.7% | 13,838 | $1.3M |
| Select Asset Management & Trust | 0.40% | Reduce -80.4% | 13,829 | $1.3M |
| Jacobi Capital Management LLC | 0.07% | Reduce -2.8% | 13,651 | $1.3M |
| Wetzel Investment Advisors, Inc. | 0.50% | Reduce -6.5% | 13,617 | $1.3M |
| Verdence Capital Advisors LLC | 0.07% | Reduce -4.3% | 13,573 | $1.3M |
| Empire Life Investments Inc. | 0.08% | New | 13,547 | $1.3M |
| Shufro Rose & Co. LLC | 0.09% | Reduce -8.3% | 13,519 | $1.3M |
| ShoreHaven Wealth Partners, LLC | 0.45% | Reduce -0.2% | 13,513 | $1.3M |
| Provident Wealth Management, LLC | 0.38% | Reduce -3.4% | 13,440 | $1.2M |
| Safeguard Investment Advisory Group, LLC | 0.34% | Reduce -12.4% | 13,405 | $1.2M |
| International Assets Investment Management, LLC | 0.09% | Reduce -6.0% | 13,385 | $1.2M |
| Yarger Wealth Strategies, LLC | 0.50% | Add +0.4% | 13,349 | $1.2M |
| Goldstone Financial Group, LLC | 0.13% | Reduce -0.6% | 13,325 | $1.2M |
| Wealth Management Associates, Inc. | 0.43% | Reduce -0.6% | 13,322 | $1.2M |
| Concentrum Wealth Management | 0.36% | Add +0.1% | 13,297 | $1.2M |
| Cherry Tree Wealth Management, LLC | 0.26% | Reduce -1.4% | 13,187 | $1.2M |
| Maia Wealth LLC | 0.20% | Reduce -2.8% | 13,055 | $1.2M |
| Ausdal Financial Partners, Inc. | 0.05% | Add +20.6% | 12,968 | $1.2M |
| Integrated Advisors Network LLC | 0.06% | Reduce -19.1% | 12,931 | $1.2M |
| Karras Company, Inc. | 1.21% | Reduce -10.7% | 12,909 | $1.2M |
| JMG Financial Group, Ltd. | 0.03% | No change | 12,847 | $1.2M |
| Keating Financial Advisory Services, Inc. | 0.19% | Reduce -11.8% | 12,676 | $1.2M |
| Hershey Financial Advisers, LLC | 1.01% | Reduce -29.5% | 12,624 | $1.2M |
| Smith, Moore & Co. | 0.09% | Reduce -5.0% | 12,602 | $1.2M |
| Soltis Investment Advisors LLC | 0.08% | Reduce -0.5% | 12,524 | $1.2M |
| Mattern Wealth Management LLC | 0.23% | Reduce -0.1% | 12,512 | $1.2M |
| WT Wealth Management | 0.34% | Reduce -0.3% | 12,387 | $1.1M |
| Compound Planning, Inc. | 0.04% | Reduce -7.5% | 12,289 | $1.1M |
| Ergawealth Advisors, Inc. | 0.50% | Add +0.3% | 12,249 | $1.1M |
| Compass Capital Corp. /Ma/ | 0.41% | Reduce -7.6% | 12,059 | $1.1M |
| QP Wealth Management, LLC | 1.94% | New | 12,228 | $1.1M |
| Beta Wealth Group, Inc. | 0.47% | Reduce -0.8% | 12,199 | $1.1M |
| Strait & Sound Wealth Management LLC | 0.43% | Add +0.6% | 12,108 | $1.1M |
| K2 Financial Inc. | 0.82% | Reduce -0.1% | 11,930 | $1.1M |
| VERITY Wealth Advisors | 0.75% | No change | 12,102 | $1.1M |
| Moors & Cabot, Inc. | 0.05% | Add +2.1% | 12,064 | $1.1M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.14% | Add +8.7% | 12,009 | $1.1M |
| Keystone Wealth Services, LLC | 0.24% | Reduce -18.6% | 12,007 | $1.1M |
| NorthCrest Asset Manangement, LLC | 0.03% | Reduce -2.2% | 11,851 | $1.1M |
| Maridea Wealth Management LLC | 0.16% | Add +34.0% | 11,895 | $1.1M |
| J.E. Simmons & Co., P.C. | 0.74% | Add +5.5% | 11,885 | $1.1M |
| Goldstein Advisors, LLC | 0.12% | Add +0.9% | 11,814 | $1.1M |
| Oxinas Partners, LLC | 0.50% | Add +10.5% | 11,804 | $1.1M |
| CFO4Life Group, LLC | 0.17% | Add +0.1% | 11,776 | $1.1M |
| Leavell Investment Management, Inc. | 0.04% | Add +6.3% | 11,754 | $1.1M |
| Bravias Capital Group, LLC | 0.71% | No change | 11,731 | $1.1M |
| Snider Financial Group | 0.33% | Add +4.8% | 11,730 | $1.1M |
| Armstrong Advisory Group, Inc. | 0.07% | Reduce -1.8% | 11,599 | $1.1M |
| PMG Wealth Management, Inc. | 0.77% | Reduce -0.4% | 11,513 | $1.1M |
| Guidance Point Advisors, LLC | 0.26% | Add +5.3% | 11,507 | $1.1M |
| IRON Financial LLC | 0.46% | Reduce -22.2% | 11,238 | $1.0M |
| Chatterton & Associates Inc. | 0.72% | Add +21.8% | 11,012 | $1.0M |
| Lincoln Capital LLC | 0.20% | Add +4.5% | 11,129 | $1.0M |
| Legacy Financial Advisors, Inc. | 0.14% | Reduce -50.5% | 11,049 | $1.0M |
| Dorsey & Whitney Trust CO LLC | 0.06% | No change | 10,945 | $1.0M |
| Sage Mountain Advisors LLC | 0.07% | Add +8.9% | 10,752 | $997K |
| Graves Light Lenhart Wealth, Inc. | 0.10% | No change | 10,712 | $993K |
| Arrowroot Family Office, LLC | 0.33% | Add +3.6% | 10,707 | $993K |
| Transcend Capital Advisors, LLC | 0.08% | Reduce -0.2% | 10,678 | $990K |
| Ridgewood Investments LLC | 0.40% | — | 10,674 | $990K |
| Fort Point Capital Partners LLC | 0.13% | Reduce -0.3% | 10,665 | $989K |
| Trust Point Inc. | 0.09% | Add +0.2% | 10,593 | $982K |
| Inspire Advisors, LLC | 0.08% | Add +97.1% | 10,592 | $982K |
| Cardiff Park Advisors, LLC | 0.08% | Reduce -26.7% | 10,535 | $977K |
| Gen-Wealth Partners Inc | 0.31% | Add +0.7% | 10,531 | $977K |
| Dravo Bay LLC | 0.40% | Add +5.5% | 10,497 | $973K |
| Inscription Capital, LLC | 0.10% | Reduce -28.3% | 10,462 | $970K |
| Sound View Wealth Advisors Group, LLC | 0.06% | Add +0.0% | 10,284 | $954K |
| Berkshire Money Management, Inc. | 0.10% | Add +1.9% | 10,251 | $951K |
| Three Magnolias Financial Advisors, LLC | 0.60% | Reduce -0.3% | 10,248 | $950K |
| Cibc World Market Inc. | 0.00% | Add +0.6% | 10,222 | $948K |
| Advisor Resource Council | 0.37% | Reduce -10.2% | 10,199 | $946K |
| C2C Wealth Management, LLC | 0.80% | No change | 10,165 | $943K |
| Raab & Moskowitz Asset Management LLC | 0.21% | Add +1.7% | 10,108 | $937K |
| FORM Wealth Advisors, LLC | 0.11% | Reduce -50.5% | 10,031 | $930K |
| Archer Investment Management, LLC | 0.39% | New | 9,955 | $923K |
| Avaii Wealth Management, LLC | 0.32% | Reduce -6.4% | 9,907 | $919K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +111.4% | 9,885 | $917K |
| Oppenheimer & Co. Inc. | 0.01% | Add +2.0% | 9,853 | $914K |
| KOM Wealth Management Group, LLC | 0.62% | Add +0.4% | 9,851 | $914K |
| Tolleson Wealth Management, Inc. | 0.13% | Reduce -1.1% | 9,785 | $907K |
| Sovran Advisors, LLC | 0.07% | Add +5.1% | 9,535 | $902K |
| Trek Financial, LLC | 0.05% | Add +8.2% | 9,706 | $900K |
| Hilltop Holdings Inc. | 0.08% | Add +8.7% | 9,700 | $900K |
| OVERSEA-CHINESE BANKING Corp Ltd | 0.03% | Add +22.9% | 9,640 | $894K |
| Wedbush Securities Inc. | 0.03% | Add +3.9% | 9,567 | $887K |
| Stephen J. Garry & Associates, LLC | 0.71% | Reduce -5.1% | 9,545 | $885K |
| Exencial Wealth Advisors, LLC | 0.03% | Add +6.1% | 9,537 | $884K |
| Ashton Thomas Securities, LLC | 0.11% | New | 9,526 | $883K |
| Wells Financial Advisors INC | 4.01% | Reduce -74.7% | 9,502 | $881K |
| First Financial Bank - Trust Division | 0.07% | Reduce -6.2% | 9,465 | $878K |
| PTM Wealth Management, LLC | 0.46% | Reduce -0.3% | 9,357 | $874K |
| DAVENPORT & Co LLC | 0.00% | Add +2.9% | 9,406 | $872K |
| TBH Global Asset Management, LLC | 0.18% | Reduce -23.1% | 9,381 | $870K |
| Moneta Group Investment Advisors LLC | 0.01% | Add +0.5% | 9,378 | $870K |
| Northwest Financial Advisors | 1.68% | Add +0.1% | 9,371 | $869K |
| First Citizens Financial Corp | 0.41% | Add +7.8% | 9,310 | $863K |
| Sachetta, LLC | 0.46% | Add +0.0% | 9,225 | $855K |
| Prosperity Consulting Group, LLC | 0.04% | No change | 9,220 | $855K |
| WealthPlan Investment Management, LLC | 0.05% | Add +95.5% | 9,195 | $853K |
| Mission Creek Capital Partners, Inc. | 0.17% | Add +34.1% | 9,113 | $845K |
| ProVise Management Group, LLC | 0.06% | Reduce -9.2% | 9,083 | $842K |
| Fiduciary Group, LLC | 0.07% | No change | 9,061 | $840K |
| Cassaday & Co Wealth Management LLC | 0.02% | Add +14.5% | 9,010 | $836K |
| Granite Bay Wealth Management, LLC | 0.18% | Add +5.6% | 8,949 | $830K |
| Opes Wealth Management LLC | 0.14% | Reduce -5.2% | 8,940 | $829K |
| Krilogy Financial LLC | 0.03% | Reduce -0.6% | 8,783 | $829K |
| Liberty Wealth Management LLC | 0.10% | Reduce -16.2% | 8,917 | $828K |
| Edgestream Partners, L.P. | 0.03% | New | 8,863 | $822K |
| LongView Wealth Management | 0.21% | Add +3.7% | 8,738 | $818K |
| LiftPoint Family Wealth Advisors LLC | 0.67% | Add +30.0% | 8,772 | $814K |
| Everhart Financial Group, Inc. | 0.07% | Add +5.1% | 8,751 | $812K |
| JB Capital LLC | 0.03% | Add +15.1% | 8,721 | $809K |
| Midwest Financial Group LLC | 0.34% | Add +0.4% | 8,703 | $807K |
| First Business Financial Services, Inc. | 0.07% | No change | 8,694 | $806K |
| Sensible Money, LLC | 0.24% | No change | 8,678 | $805K |
| Pinnacle Wealth Planning Services, Inc. | 0.08% | Add +0.2% | 8,637 | $801K |
| Schrum Private Wealth Management LLC | 0.61% | Reduce -1.4% | 8,611 | $799K |
| Milestones Private Investment Advisors LLC | 0.70% | Reduce -47.4% | 8,610 | $798K |
| Stonebrook Private Inc. | 0.17% | Add +1.8% | 8,552 | $793K |
| StrongBox Wealth, LLC | 0.25% | Reduce -5.4% | 8,507 | $789K |
| United Advisor Group, LLC | 0.10% | Add +14.4% | 8,466 | $785K |
| Financial Sense Advisors, Inc. | 0.18% | Add +0.3% | 8,456 | $784K |
| Timothy G. Youngquist 2020 Irrevocable Trust | 0.38% | New | 8,377 | $777K |
| Asset Dedication, LLC | 0.05% | Add +0.5% | 8,370 | $776K |
| Florida Trust Wealth Management Co | 0.02% | New | 8,358 | $775K |
| Advus Financial Partners, LLC | 0.19% | New | 8,332 | $773K |
| Bessemer Group Inc. | 0.00% | Add +2.2% | 8,316 | $771K |
| Richmond Investment Services, LLC | 0.12% | Add +0.3% | 8,311 | $771K |
| Destiny Wealth Partners, LLC | 0.08% | Reduce -25.6% | 8,302 | $770K |
| Center For Asset Management LLC | 0.38% | Reduce -21.1% | 8,290 | $769K |
| VestGen Advisors, LLC | 0.02% | Reduce -20.3% | 8,098 | $765K |
| Prasad Wealth Partners, LLC | 0.21% | Add +3.0% | 8,242 | $764K |
| Bryant Woods Investment Advisors, LLC | 0.28% | Reduce -2.5% | 8,134 | $754K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 8,087 | $750K |
| Integrated Capital Management, LLC | 0.32% | Add +0.4% | 8,061 | $748K |
| AIMZ Investment Advisors, LLC | 0.23% | No change | 8,024 | $744K |
| Investment Partners Asset Management, Inc. | 0.46% | Add +0.5% | 8,003 | $742K |
| Genesis Private Wealth, LLC | 0.23% | Reduce -2.2% | 7,988 | $741K |
| West Michigan Advisors, LLC | 0.16% | Reduce -5.6% | 7,965 | $739K |
| MBE Wealth Management, LLC | 0.30% | Reduce -0.0% | 7,915 | $734K |
| Post Resch Tallon Group Inc. | 0.59% | Add +7.2% | 7,888 | $731K |
| Beacon Financial Advisory LLC | 0.16% | Reduce -1.1% | 7,863 | $729K |
| EdgeRock Capital LLC | 0.20% | No change | 7,846 | $728K |
| Silver Oak Securities, Incorporated | 0.05% | Reduce -75.4% | 7,835 | $727K |
| Veery Capital, LLC | 0.22% | Add +3.9% | 7,830 | $726K |
| Illumine Investment Management, LLC | 0.56% | No change | 7,822 | $725K |
| Uptick Partners, LLC | 0.14% | Reduce -5.2% | 7,822 | $725K |
| Chicago Partners Investment Group LLC | 0.02% | Reduce -3.8% | 7,678 | $722K |
| WFA of San Diego, LLC | 0.58% | Reduce -3.0% | 7,760 | $720K |
| PFG Investments, LLC | 0.03% | Reduce -63.9% | 7,744 | $718K |
| Greater Midwest Financial Group, LLC | 0.39% | Add +0.4% | 7,744 | $718K |
| Advisors Capital Management, LLC | 0.01% | Reduce -7.5% | 7,703 | $714K |
| HORAN Wealth, LLC | 0.07% | No change | 7,559 | $712K |
| PDS Planning, Inc | 0.05% | Add +0.4% | 7,659 | $710K |
| Signal Advisors Wealth, LLC | 0.05% | Add +9.2% | 7,657 | $710K |
| Triton Financial Group Inc | 1.22% | Add +100.0% | 7,506 | $701K |
| Alta Wealth Advisors LLC | 0.23% | Reduce -2.3% | 7,557 | $701K |
| CENTRAL TRUST Co | 0.01% | No change | 7,514 | $697K |
| E&G Advisors, LLC | 0.16% | No change | 7,514 | $697K |
| CLG LLC | 0.17% | Add +0.1% | 7,503 | $696K |
| Sterling Group Wealth Management, LLC | 0.33% | No change | 7,485 | $694K |
| FRG Family Wealth Advisors LLC | 0.11% | No change | 7,475 | $693K |
| JGP Wealth Management, LLC | 0.07% | Reduce -0.3% | 7,427 | $689K |
| Twelve Points Wealth Management LLC | 0.15% | No change | 7,408 | $687K |
| Arkfeld Wealth Strategies, L.L.C. | 0.22% | Add +0.4% | 7,312 | $687K |
| Atlas Private Wealth Advisors | 0.16% | Reduce -35.3% | 7,394 | $686K |
| Potentia Wealth | 0.26% | Add +0.8% | 7,388 | $685K |
| Cypress Wealth Services, LLC | 0.10% | Reduce -3.3% | 7,380 | $684K |
| LS Investment Advisors, LLC | 0.10% | Reduce -3.5% | 7,332 | $680K |
| Bouchey Financial Group, Ltd. | 0.05% | No change | 7,193 | $675K |
| Tiaa-Cref Individual & Institutional Services, LLC | 0.00% | — | 7,262 | $673K |
| Valley Forge Investment Consultants Inc. Adv | 0.20% | No change | 7,256 | $673K |
| Ewing Morris & Co. Investment Partners Ltd. | 0.30% | Add +3.6% | 7,180 | $666K |
| Neuberger Berman Group LLC | 0.00% | Reduce -29.9% | 7,164 | $664K |
| PKS Advisory Services, LLC | 0.15% | Reduce -11.5% | 7,225 | $663K |
| BostonPremier Wealth LLC | 0.34% | Reduce -4.2% | 7,151 | $663K |
| Intrua Financial, LLC | 0.07% | Reduce -5.1% | 7,139 | $662K |
| Vista Capital Partners, Inc. | 0.07% | No change | 7,134 | $662K |
| Heck Capital Advisors, LLC | 0.05% | Add +1.5% | 7,042 | $653K |
| Midwest Trust Co | 0.01% | Reduce -4.6% | 7,031 | $652K |
| Traphagen Investment Advisors LLC | 0.05% | Reduce -10.4% | 7,020 | $651K |
| Ieq Capital, LLC | 0.00% | Reduce -45.2% | 7,014 | $651K |
| Mission Wealth Management, LP | 0.01% | Reduce -29.2% | 7,002 | $649K |
| StoneX Group Inc. | 0.03% | Reduce -13.2% | 6,969 | $646K |
| KERR FINANCIAL PLANNING Corp | 0.46% | Reduce -45.7% | 6,885 | $646K |
| Wealthspire Advisors, LLC | 0.01% | Reduce -30.9% | 6,964 | $646K |
| W Advisors, LLC | 0.33% | Add +1.3% | 6,953 | $645K |
| Avidian Wealth Enterprises, LLC | 0.02% | Reduce -4.6% | 6,942 | $644K |
| Client 1ST Advisory Group, LLC | 0.20% | Reduce -2.4% | 6,924 | $642K |
| Sovereign Financial Group, Inc. | 0.11% | Reduce -3.5% | 6,896 | $640K |
| GW Henssler & Associates Ltd. | 0.03% | No change | 6,881 | $638K |
| 17 Capital Partners, LLC | 0.33% | Add +18.5% | 6,879 | $638K |
| Wealthfront Advisers LLC | 0.00% | Reduce -28.0% | 6,868 | $637K |
| Professional Financial Advisors, LLC | 0.13% | Reduce -0.2% | 6,846 | $635K |
| Nottingham Advisors, Inc. | 0.08% | Reduce -0.6% | 6,831 | $634K |
| WESPAC Advisors SoCal, LLC | 0.13% | No change | 6,826 | $633K |
| Cidel Asset Management Inc. | 0.03% | No change | 6,760 | $627K |
| Patten & Patten Inc. | 0.04% | No change | 6,747 | $626K |
| WBH Advisory Inc. | 0.05% | Reduce -8.3% | 6,747 | $625K |
| Wealthspire Retirement, LLC | 0.04% | Reduce -0.3% | 6,726 | $624K |
| Yukon Wealth Management, Inc. | 0.37% | Add +0.1% | 6,724 | $624K |
| Security Financial Services, INC. | 0.10% | Reduce -24.5% | 6,700 | $621K |
| Advisory Advocates, LLC | 0.63% | No change | 6,607 | $613K |
| Jeter Robert S II | 0.61% | — | 6,474 | $609K |
| Stonehearth Capital Management, LLC | 0.24% | Reduce -8.1% | 6,563 | $609K |
| Vertex Planning Partners, LLC | 0.12% | Reduce -0.0% | 6,558 | $608K |
| Granite FO LLC | 0.36% | Reduce -58.6% | 6,543 | $607K |
| JT Stratford LLC | 0.08% | No change | 6,532 | $606K |
| Stonebridge Financial Planning Group, LLC | 0.22% | No change | 6,530 | $606K |
| FF Advisors,LLC | 0.24% | Reduce -0.5% | 6,394 | $603K |
| Milestone Asset Management, LLC | 0.11% | Add +18.0% | 6,500 | $603K |
| Waddell & Associates, LLC | 0.03% | No change | 6,470 | $600K |
| Joel Adams & Associates, Inc. | 0.45% | Add +19.6% | 6,463 | $599K |
| Cornell Pochily Investment Advisors, Inc. | 0.18% | Add +0.2% | 6,457 | $599K |
| Brown Financial Advisory | 0.30% | Reduce -23.3% | 6,452 | $598K |
| Radnor Capital Management, LLC | 0.09% | No change | 6,434 | $597K |
| Aventus Investment Advisors, Inc. | 0.50% | Reduce -6.5% | 6,411 | $595K |
| Belpointe Asset Management LLC | 0.02% | Reduce -2.1% | 6,355 | $589K |
| 4J Wealth Management LLC | 0.33% | No change | 6,275 | $582K |
| Silver Grove Financial Group, Inc. | 0.47% | Add +113.4% | 6,270 | $581K |
| GatePass Capital, LLC | 0.29% | No change | 6,249 | $580K |
| MTM Financial Group, LLC | 0.27% | Reduce -3.5% | 6,227 | $577K |
| Garde Capital, Inc. | 0.03% | Reduce -10.3% | 6,219 | $577K |
| Sunbelt Securities, Inc. | 0.04% | Add +0.4% | 6,206 | $576K |
| Summit Wealth Group LLC / Co. | 0.06% | Add +53.1% | 6,193 | $574K |
| Ridgecrest Wealth Partners, LLC | 0.32% | No change | 6,187 | $574K |
| Parthenon LLC | 0.07% | No change | 6,174 | $573K |
| Venturi Wealth Management, LLC | 0.03% | Add +0.2% | 6,138 | $569K |
| Headinvest, LLC | 0.12% | No change | 6,111 | $567K |
| Relyea Zuckerberg Hanson LLC | 0.06% | Add +0.4% | 6,101 | $566K |
| Exchange Bank | 0.39% | Reduce -3.2% | 6,100 | $566K |
| Ameritas Investment Partners, Inc. | 0.02% | Add +2552.2% | 6,100 | $566K |
| ONE Advisory Partners, LLC | 0.17% | Reduce -12.9% | 6,086 | $564K |
| Sfmg, LLC | 0.04% | Add +1.4% | 6,007 | $557K |
| CVA Family Office, LLC | 0.06% | No change | 5,982 | $555K |
| Becker Capital Management Inc. | 0.02% | No change | 5,981 | $555K |
| PFG Private Wealth Management, LLC | 0.24% | Reduce -2.3% | 5,979 | $554K |
| RFG Advisory, LLC | 0.01% | Add +4.9% | 5,970 | $554K |
| Level Wealth Management LLC | 0.26% | New | 5,944 | $551K |
| Brooklyn Investment Group | 0.02% | New | 5,923 | $549K |
| Simplicity Wealth,LLC | 0.03% | Reduce -11.7% | 5,888 | $546K |
| GEM Asset Management, LLC | 0.24% | No change | 5,866 | $544K |
| Wealth Alliance, LLC | 0.05% | Reduce -4.2% | 5,864 | $544K |
| Laurel Oak Wealth Management, LLC | 0.09% | Add +0.0% | 5,858 | $543K |
| Agate Pass Investment Management, LLC | 0.21% | No change | 5,832 | $541K |
| Webster Bank, N. A. | 0.05% | Reduce -2.6% | 5,823 | $540K |
| LifeSteps Financial, Inc. | 0.34% | Reduce -1.7% | 5,822 | $540K |
| Schmidt P J Investment Management Inc. | 0.09% | Add +4.1% | 5,821 | $540K |
| Eldridge Investment Advisors, Inc. | 0.12% | No change | 5,811 | $539K |
| Aspect Partners, LLC | 0.22% | Add +60.6% | 5,798 | $538K |
| Barnes Wealth Management Group, Inc | 0.27% | Add +2.7% | 5,782 | $536K |
| Meridian Wealth Management, LLC | 0.02% | Reduce -5.9% | 5,779 | $536K |
| Gilpin Wealth Management, LLC | 0.42% | No change | 5,770 | $535K |
| Tennessee Valley Asset Management Partners | 0.07% | Reduce -9.2% | 5,752 | $533K |
| Dara Capital Us, Inc. | 0.51% | No change | 5,749 | $533K |
| Collective Family Office LLC | 0.12% | No change | 5,742 | $533K |
| Cambria Investment Management, L.P. | 0.03% | Reduce -14.2% | 5,725 | $531K |
| Regions Financial Corp. | 0.00% | No change | 5,707 | $529K |
| Kintra Wealth, LLC | 0.04% | New | 5,700 | $529K |
| Flputnam Investment Management Co. | 0.01% | No change | 5,688 | $528K |
| Castle Rock Wealth Management, LLC | 0.11% | Reduce -0.5% | 5,649 | $527K |
| Brady Martz Wealth Solutions, LLC | 0.09% | No change | 5,664 | $525K |
| Concord Wealth Partners | 0.07% | No change | 5,663 | $525K |
| Financial Management Network Inc. | 0.08% | Reduce -6.3% | 5,592 | $525K |
| New Hampshire Trust | 0.11% | No change | 5,645 | $524K |
| Freestone Capital Holdings, LLC | 0.02% | Reduce -2.8% | 5,645 | $524K |
| Mainstream Capital Management LLC | 0.35% | Reduce -0.1% | 5,625 | $522K |
| Glass Jacobson Investment Advisors llc | 0.18% | No change | 5,610 | $520K |
| Financial Life Advisors | 0.16% | Reduce -0.5% | 5,602 | $520K |
| Gallacher Capital Management LLC | 0.20% | Reduce -0.1% | 5,575 | $517K |
| Integrity Wealth Partners, LLC | 0.47% | — | 5,574 | $517K |
| Higgins & Schmidt Wealth Strategies LLC | 0.24% | No change | 5,568 | $516K |
| Forte Asset Management LLC | 0.23% | No change | 5,565 | $516K |
| Warner Financial, Inc. | 0.17% | No change | 5,501 | $510K |
| SHP Wealth Management | 0.04% | Reduce -0.3% | 5,457 | $506K |
| Alterna Wealth Management, Inc. | 0.38% | Reduce -6.8% | 5,427 | $503K |
| Community Trust & Investment Co. | 0.03% | No change | 5,424 | $503K |
| Wealthgarden F.S. LLC | 0.34% | Reduce -0.6% | 5,397 | $501K |
| Heirloom Wealth Management | 0.09% | New | 5,388 | $500K |
| Wesbanco Bank Inc. | 0.01% | Add +7.0% | 5,362 | $497K |
| Gibson Capital, LLC | 0.09% | No change | 5,346 | $496K |
| Smith Partners Wealth Management, LLC | 0.44% | No change | 5,343 | $496K |
| Evermay Wealth Management LLC | 0.05% | No change | 5,334 | $495K |
| STAR Financial Bank | 0.23% | New | 5,300 | $492K |
| Kingsman Wealth Management, Inc. | 0.27% | Add +0.4% | 5,278 | $489K |
| Pettyjohn, Wood & White, Inc. | 0.08% | No change | 5,267 | $488K |
| Whittier Trust Co. of Nevada Inc. | 0.01% | Reduce -1.9% | 5,226 | $488K |
| Quadrant Private Wealth Management, LLC | 0.08% | Reduce -27.8% | 5,249 | $487K |
| Larson Financial Group LLC | 0.02% | Add +3.0% | 5,246 | $487K |
| Galvin, Gaustad & Stein, LLC | 0.04% | Reduce -0.2% | 5,221 | $484K |
| Old North State Trust, LLC | 0.29% | No change | 5,192 | $482K |
| Peapack Gladstone Financial Corp. | 0.01% | No change | 5,187 | $482K |
| Trust Co of the South | 0.08% | No change | 5,195 | $482K |
| Guidance Capital, Inc. | 0.11% | No change | 5,087 | $481K |
| Sage Capital Advisors,llc | 0.11% | No change | 5,168 | $479K |
| New Republic Capital, LLC | 0.16% | Add +0.2% | 5,157 | $478K |
| LCNB Corp. | 0.16% | No change | 5,150 | $478K |
| Opulen Financial Group LLC | 0.34% | Add +0.1% | 5,133 | $476K |
| Colonial Trust Co / SC | 0.06% | Reduce -0.1% | 5,130 | $476K |
| Briggs Wealth Management, Inc | 0.50% | Reduce -3.0% | 5,107 | $474K |
| Welch Group, LLC | 0.02% | No change | 5,104 | $473K |
| Pathfinder Wealth Consulting, Inc. | 0.31% | Reduce -2.7% | 5,104 | $473K |
| COFG Advisors, LLC | 0.12% | Reduce -7.5% | 5,092 | $472K |
| Glenview Trust Co | 0.01% | Reduce -9.4% | 5,088 | $472K |
| QRG Capital Management, Inc. | 0.00% | Add +0.7% | 5,079 | $471K |
| Balance Wealth Partners LLC | 0.15% | Add +1.1% | 5,060 | $469K |
| Horizon Wealth Management, LLC | 0.07% | Reduce -22.7% | 5,027 | $466K |
| Eq LLC | 0.13% | Reduce -11.0% | 5,017 | $465K |
| Fifth Third Securities, Inc. | 0.03% | Reduce -2.4% | 5,014 | $465K |
| Berkeley, Inc | 0.16% | No change | 5,012 | $465K |
| Shelton Capital Management | 0.01% | No change | 5,004 | $464K |
| Crabel Capital Management, LLC | 4.29% | New | 5,000 | $464K |
| Institute for Wealth Management, LLC. | 0.05% | Add +3.3% | 4,956 | $460K |
| Flagstar Securities, Inc. | 0.17% | Add +12.3% | 4,948 | $459K |
| Seeds Investor LLC | 0.06% | New | 4,853 | $455K |
| Moment Partners, LLC | 0.08% | No change | 4,888 | $453K |
| DecisionMap Wealth Management, LLC | 0.29% | Reduce -73.3% | 4,878 | $452K |
| Ledyard National Bank | 0.04% | Add +12.0% | 4,877 | $452K |
| First Bank & Trust | 0.07% | Reduce -0.7% | 4,851 | $450K |
| Aerodigm Wealth, LLC | 0.17% | No change | 4,817 | $447K |
| Bayban | 0.39% | Add +2.6% | 4,797 | $445K |
| Pinnacle Financial Partners, Inc. | 0.00% | Add +0.4% | 4,791 | $444K |
| Patten Group, Inc. | 0.08% | Reduce -11.4% | 4,744 | $440K |
| Planning Directions Inc. | 0.22% | Reduce -1.9% | 4,730 | $439K |
| Columbus Macro, LLC | 0.05% | Reduce -3.7% | 4,706 | $436K |
| Sage Financial Group Inc. | 0.03% | No change | 4,690 | $435K |
| Keystone Financial Group, Inc. | 0.23% | Reduce -16.5% | 4,682 | $434K |
| Venture Visionary Partners LLC | 0.01% | No change | 4,668 | $433K |
| Vanguard Personalized Indexing Management, LLC | 0.00% | Reduce -2.4% | 4,668 | $433K |
| Silverlake Wealth Management LLC | 0.09% | Reduce -9.2% | 4,667 | $433K |
| Oakmont Advisory Group, LLC | 0.44% | Reduce -65.2% | 4,665 | $433K |
| Millennium Management | 0.00% | Add +58.4% | 4,662 | $432K |
| Skyline Advisors, Inc. | 0.15% | Add +4.1% | 4,655 | $432K |
| Virtue Asset Management LLC | 0.35% | No change | 4,624 | $429K |
| Everpar Advisors LLC | 0.15% | Add +10.6% | 4,610 | $427K |
| Destination Wealth Management | 0.01% | Add +21.9% | 4,601 | $427K |
| Richardson Financial Services Inc. | 0.27% | Reduce -8.1% | 4,568 | $424K |
| AdvisorNet Financial, Inc | 0.02% | Add +0.3% | 4,553 | $422K |
| Roxbury Financial LLC | 0.38% | Reduce -0.4% | 4,547 | $422K |
| TCI Wealth Advisors, Inc. | 0.02% | Reduce -0.8% | 4,544 | $421K |
| Fairview Capital Investment Management, LLC | 0.02% | No change | 4,525 | $420K |
| Tempo Wealth, LLC | 0.07% | Reduce -1.0% | 4,508 | $418K |
| MKT Advisors LLC | 0.14% | No change | 4,460 | $416K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | Reduce -1.4% | 4,469 | $414K |
| 1ST Source Bank | 0.02% | Add +19.6% | 4,455 | $413K |
| GAMMA Investing LLC | 0.02% | Reduce -2.5% | 4,416 | $410K |
| Latitude Advisors, LLC | 0.19% | Reduce -1.9% | 4,407 | $409K |
| Atlas Brown,Inc. | 0.12% | Add +0.6% | 4,401 | $408K |
| Wilmington Savings Fund Society, FSB | 0.01% | Add +50.9% | 4,368 | $405K |
| GenTrust, LLC | 0.02% | Add +9.5% | 4,351 | $404K |
| Hancock Whitney Corp. | 0.01% | Add +13.2% | 4,261 | $403K |
| Apeiron RIA LLC | 0.09% | Reduce -45.9% | 4,318 | $400K |
| Balefire, LLC | 0.08% | Add +1.8% | 4,299 | $399K |
| CAP Partners, LLC | 0.22% | Reduce -0.3% | 4,290 | $398K |
| Financial Engines Advisors L.L.C. | 0.00% | Add +3.8% | 4,267 | $396K |
| Legacy Trust | 0.08% | No change | 4,265 | $396K |
| Canandaigua National Corp. | 0.04% | — | 4,249 | $394K |
| Five Pine Wealth Management | 0.24% | Add +1.3% | 4,228 | $392K |
| Fisher Asset Management | 0.00% | Add +13.7% | 4,207 | $390K |
| Invested Advisors | 0.39% | Add +9.4% | 4,207 | $390K |
| Hobart Private Capital, LLC | 0.08% | No change | 4,173 | $387K |
| Enclave Advisors LLC | 0.06% | Reduce -11.2% | 4,161 | $386K |
| Kelly Financial Services LLC | 0.09% | Reduce -2.6% | 4,160 | $386K |
| OMNI 360 Wealth, Inc. | 0.20% | Reduce -3.2% | 4,158 | $386K |
| Stewardship Advisors, LLC | 0.09% | Reduce -13.1% | 4,139 | $384K |
| Evolve Private Wealth, LLC | 0.02% | Add +2.2% | 4,122 | $382K |
| TSA Wealth Managment LLC | 0.12% | Add +15.6% | 4,115 | $382K |
| Outlook Wealth Advisors, LLC | 0.09% | No change | 4,114 | $382K |
| AlphaStar Capital Management, LLC | 0.03% | Reduce -8.0% | 4,110 | $381K |
| J. Goldman & Co LP | 0.02% | New | 4,093 | $380K |
| Smart Portfolios, LLC | 0.38% | Reduce -7.6% | 4,090 | $379K |
| Stone House Investment Management, LLC | 0.07% | Add +1.3% | 4,075 | $378K |
| Beacon Financial Group | 0.04% | Reduce -0.3% | 4,069 | $377K |
| Harbor Group, Inc. | 0.05% | Add +2.6% | 4,039 | $375K |
| Blue Zone Wealth Advisors, LLC | 0.08% | Add +1.1% | 4,036 | $374K |
| Southern Capital Advisors, LLC | 0.18% | Add +0.4% | 4,033 | $374K |
| McKinley Carter Wealth Services, Inc. | 0.02% | Add +0.1% | 4,026 | $373K |
| Apex Wealth Management, LLC | 0.26% | No change | 4,022 | $373K |
| United Bank | 0.05% | Reduce -33.0% | 4,018 | $373K |
| Headlands Technologies LLC | 0.04% | No change | 4,011 | $372K |
| Harpswell Capital Advisors, LLC | 0.28% | Reduce -27.3% | 4,000 | $371K |
| Grove Bank & Trust | 0.04% | No change | 4,000 | $371K |
| Stokes Family Office, LLC | 0.04% | Reduce -3.9% | 3,988 | $370K |
| Ariadne Wealth Management, LP | 0.17% | No change | 3,976 | $369K |
| One Wealth Capital Management, LLC | 0.16% | Add +0.5% | 3,879 | $364K |
| Associated Banc-Corp | 0.01% | Reduce -36.6% | 3,912 | $363K |
| Thompson Investment Management, Inc. | 0.05% | No change | 3,911 | $363K |
| Old National Bancorp | 0.01% | New | 3,904 | $362K |
| Colton Groome Financial Advisors, LLC | 0.10% | Reduce -1.6% | 3,900 | $362K |
| Bourgeon Capital Management LLC | 0.06% | No change | 3,900 | $362K |
| Obermeyer Wealth Partners | 0.02% | No change | 3,890 | $361K |
| Mairs & Power Inc. | 0.00% | New | 3,884 | $360K |
| Maripau Wealth Management LLC | 0.16% | Reduce -8.4% | 3,879 | $360K |
| KPP Advisory Services LLC | 0.05% | Reduce -0.1% | 3,872 | $359K |
| Tocqueville Asset Management L.P. | 0.01% | Add +2.9% | 3,854 | $357K |
| 46 Peaks LLC | 0.26% | No change | 3,845 | $357K |
| Vanguard Advisers Inc. | 0.00% | — | 3,840 | $356K |
| Joseph Group Capital Management | 0.09% | Reduce -15.1% | 3,834 | $356K |
| Edmond DE Rothschild Holding S.A. | 0.01% | Reduce -45.0% | 3,826 | $355K |
| BNP Paribas Financial Markets | 0.00% | Reduce -99.5% | 3,806 | $353K |
| Secure Asset Management, LLC | 0.06% | No change | 3,796 | $352K |
| Shayne & Jacobs, LLC | 0.11% | No change | 3,780 | $351K |
| Clearview Wealth Management LLC | 0.25% | — | 3,778 | $350K |
| Register Financial Advisors LLC | 0.13% | Reduce -2.3% | 3,743 | $347K |
| Alan B Lancz & Associates, Inc. | 0.33% | No change | 3,700 | $343K |
| Cascades Capital Asset Management, LLC | 0.14% | No change | 3,687 | $342K |
| Fermata Advisors, LLC | 0.08% | Reduce -0.1% | 3,658 | $339K |
| McElhenny Sheffield Capital Management, LLC | 0.08% | No change | 3,653 | $339K |
| Beaumont Financial Advisors, LLC | 0.02% | Reduce -1.1% | 3,643 | $338K |
| Rowlandmiller & Partners.adv | 0.07% | No change | 3,632 | $337K |
| Wedmont Private Capital | 0.01% | Add +65.9% | 3,571 | $336K |
| Chancellor Financial Group WB LP | 0.24% | Reduce -3.2% | 3,623 | $336K |
| LexAurum Advisors, LLC | 0.04% | — | 3,622 | $336K |
| Smithfield Trust Co | 0.01% | Reduce -0.8% | 3,648 | $335K |
| Titiun Yejiel | 0.34% | No change | 3,605 | $334K |
| WASHINGTON TRUST Co | 0.01% | No change | 3,584 | $332K |
| Coldstream Capital Management Inc. | 0.00% | Reduce -4.1% | 3,551 | $329K |
| Symphony Financial, Ltd. Co. | 0.04% | No change | 3,550 | $327K |
| Uniting Wealth Partners, LLC | 0.07% | Add +4.1% | 3,520 | $326K |
| GWN Securities Inc. | 0.06% | Reduce -0.6% | 3,502 | $325K |
| B. Riley Wealth Advisors, Inc. | 0.02% | Reduce -1.1% | 3,524 | $323K |
| Foguth Wealth Management, LLC. | 0.04% | Add +1.4% | 3,341 | $323K |
| Phillips Wealth Planners LLC | 0.24% | Reduce -5.6% | 3,425 | $322K |
| Opus Financial Solutions LLC | 0.30% | Reduce -2.8% | 3,456 | $321K |
| Banco Santander, S.A. | 0.00% | No change | 3,449 | $320K |
| Sarver Vrooman Wealth Advisors | 0.20% | Reduce -91.1% | 3,442 | $319K |
| Capital Analysts, LLC | 0.01% | Reduce -86.5% | 3,434 | $318K |
| Donaldson Capital Management, LLC | 0.01% | Add +12.2% | 3,423 | $317K |
| Bedel Financial Consulting, Inc. | 0.04% | Add +0.2% | 3,421 | $317K |
| Insigneo Advisory Services, LLC | 0.02% | Reduce -8.0% | 3,408 | $316K |
| Greenleaf Trust | 0.00% | Reduce -31.9% | 3,406 | $316K |
| Sageworth Trust Co of South Dakota | 0.25% | No change | 3,400 | $315K |
| Estate Counselors, LLC | 0.03% | New | 3,400 | $315K |
| Oxford Financial Group, LTD. LLC | 0.02% | Reduce -5.5% | 3,391 | $314K |
| Boston Family Office LLC | 0.02% | No change | 3,389 | $314K |
| Mosaic Financial Group, LLC | 0.22% | No change | 3,373 | $313K |
| Sterling Investment Counsel, LLC | 0.09% | Reduce -14.9% | 3,350 | $311K |
| Fortitude Advisory Group L.L.C. | 0.14% | New | 3,342 | $310K |
| Bartlett & Co. Wealth Management LLC | 0.00% | Reduce -5.5% | 3,248 | $306K |
| Bison Wealth, LLC | 0.03% | No change | 3,240 | $306K |
| ASL Financial, LLC | 0.24% | No change | 3,287 | $305K |
| Meridian Investment Counsel Inc. | 0.07% | No change | 3,284 | $305K |
| TRUE Private Wealth Advisors | 0.03% | Reduce -0.1% | 3,282 | $304K |
| Connecticut Wealth Management, LLC | 0.01% | No change | 3,276 | $304K |
| Revisor Wealth Management LLC | 0.08% | No change | 3,273 | $304K |
| Fca Corp. | 0.09% | Add +0.1% | 3,268 | $303K |
| Alpha Zero LLC | 0.15% | New | 3,261 | $302K |
| WealthShield Partners, LLC | 0.03% | Reduce -0.4% | 3,226 | $299K |
| Grandview Asset Management LLC | 0.09% | Reduce -34.9% | 3,216 | $298K |
| Greenwich Wealth Management LLC | 0.01% | Add +43.2% | 3,208 | $298K |
| Trademark Financial Management, LLC | 0.15% | Reduce -12.0% | 3,198 | $297K |
| Continuum Advisory, LLC | 0.03% | Add +19.5% | 3,196 | $296K |
| Fiduciary Alliance LLC | 0.02% | Add +18.3% | 3,146 | $296K |
| Guilbault Capital LLC | 0.32% | Add +8.0% | 3,177 | $295K |
| WESCAP Management Group, Inc. | 0.06% | No change | 3,163 | $293K |
| Blue Bell Private Wealth Management, LLC | 0.04% | Add +204.6% | 3,146 | $292K |
| Rockwood Wealth Management, LLC | 0.02% | Reduce -2.0% | 3,144 | $292K |
| McCarter Private Wealth Services LLC | 0.13% | No change | 3,123 | $290K |
| August Group Capital Ltd | 0.33% | Add +9.2% | 3,110 | $288K |
| EverSource Wealth Advisors, LLC | 0.01% | Reduce -12.4% | 3,101 | $288K |
| Balentine LLC | 0.01% | Add +0.3% | 3,099 | $287K |
| Front Row Advisors LLC | 0.10% | No change | 3,093 | $287K |
| Vision Retirement, LLC | 0.08% | Reduce -4.0% | 3,091 | $287K |
| SYM FINANCIAL Corp | 0.03% | Add +3.5% | 3,081 | $286K |
| Fluent Financial, LLC | 0.10% | No change | 3,051 | $285K |
| Clearwater Capital Advisors, LLC | 0.02% | No change | 3,075 | $285K |
| Tsfg, LLC | 0.04% | No change | 3,078 | $285K |
| Pure Financial Advisors, LLC | 0.00% | Add +13.7% | 3,073 | $285K |
| Retireful, LLC | 0.40% | New | 3,070 | $285K |
| Archer Investment Corp | 0.06% | Add +0.0% | 3,041 | $282K |
| Marble Wealth, LLC | 0.05% | Add +0.3% | 3,028 | $281K |
| KCM Investment Advisors LLC | 0.01% | No change | 3,020 | $280K |
| Betterment LLC | 0.00% | Reduce -3.5% | 3,023 | $280K |
| Polaris Investment Advisors, LLC | 0.20% | Reduce -59.2% | 3,009 | $279K |
| Rosenberg Matthew Hamilton | 0.06% | No change | 3,006 | $279K |
| Noble Wealth Management PBC | 0.14% | Reduce -1.6% | 3,004 | $279K |
| Burns J W & Co. Inc. | 0.03% | Reduce -0.3% | 3,000 | $278K |
| Aprio Wealth Management, LLC | 0.02% | New | 2,993 | $278K |
| NBT Bank, N.A. | 0.02% | Add +57.5% | 2,983 | $277K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.02% | Reduce -8.1% | 2,980 | $276K |
| Stratos Wealth Advisors, LLC | 0.02% | Add +8.2% | 2,977 | $276K |
| SeaCrest Wealth Management, LLC | 0.03% | Reduce -19.7% | 2,972 | $276K |
| LVZ, Inc. | 0.03% | No change | 2,948 | $273K |
| Nautilus Advisors LLC | 0.19% | No change | 2,935 | $272K |
| Rothschild Wealth LLC | 0.02% | Reduce -19.5% | 2,929 | $272K |
| Pine Harbor Wealth Management, LLC | 0.08% | No change | 2,911 | $270K |
| Vision Capital Management, Inc. | 0.03% | No change | 2,908 | $270K |
| Fifth Third Wealth Advisors LLC | 0.01% | Reduce -61.9% | 2,900 | $269K |
| Baltimore-Washington Financial Advisors, Inc. | 0.01% | New | 2,891 | $268K |
| Successful Portfolios LLC | 0.15% | No change | 2,892 | $267K |
| Beacon Capital Management, LLC | 0.05% | Add +0.4% | 2,873 | $266K |
| Strategic Financial Concepts, LLC | 0.07% | New | 2,867 | $266K |
| Carl P. Sherr & Co., LLC | 0.12% | No change | 2,865 | $266K |
| Sandbox Financial Partners, LLC | 0.07% | Add +0.3% | 2,864 | $266K |
| Evercore Wealth Management, LLC | 0.00% | No change | 2,864 | $266K |
| OneAscent Wealth Management LLC | 0.09% | Reduce -8.3% | 2,850 | $264K |
| Clarity Financial LLC | 0.03% | No change | 2,843 | $264K |
| EFG International AG | 0.01% | New | 2,837 | $263K |
| Guardian Asset Advisors, LLC | 0.15% | Reduce -96.6% | 2,822 | $262K |
| Lantz Financial LLC | 0.05% | Reduce -6.2% | 2,822 | $262K |
| Ketron Financial | 0.09% | New | 2,820 | $262K |
| Parsons Capital Management Inc. | 0.01% | No change | 2,807 | $260K |
| Proficio Capital Partners LLC | 0.01% | No change | 2,800 | $260K |
| Concord Asset Management, LLC | 0.04% | No change | 2,779 | $258K |
| Winthrop Advisory Group LLC | 0.02% | Reduce -11.6% | 2,778 | $258K |
| CVFG LLC | 0.03% | New | 2,767 | $257K |
| Boston Trust Walden Corp | 0.00% | No change | 2,767 | $257K |
| Perissos Private Wealth Management, LLC | 0.22% | No change | 2,765 | $256K |
| Capital Investment Advisors, LLC | 0.00% | Reduce -9.1% | 2,754 | $255K |
| PGIM Custom Harvest LLC | 0.00% | Add +0.0% | 2,749 | $255K |
| BDFS Capital LLC | 0.12% | Reduce -0.1% | 2,747 | $255K |
| Carson Advisory Inc. | 0.13% | Add +13.1% | 2,744 | $254K |
| Harbour Capital Advisors, LLC | 0.05% | No change | 2,700 | $254K |
| Empower Advisory Group, LLC | 0.00% | Reduce -17.8% | 2,729 | $253K |
| Chris Bulman Inc | 0.11% | Reduce -25.8% | 2,716 | $252K |
| Daymark Wealth Partners, LLC | 0.01% | Reduce -41.2% | 2,712 | $252K |
| Optimist Retirement Group LLC | 0.11% | No change | 2,712 | $252K |
| Wagner Wealth Management, LLC | 0.05% | Add +0.2% | 2,711 | $251K |
| MLG Wealth Management DBA Pine Grove Financial Group | 0.03% | Add +15.2% | 2,701 | $250K |
| TFR Capital, LLC. | 0.08% | Reduce -1.3% | 2,696 | $250K |
| Monograph Wealth Advisors, LLC | 0.02% | New | 2,691 | $250K |
| Kickstand Ventures, Llc. | 0.05% | Reduce -0.4% | 2,687 | $249K |
| HMV Wealth Advisors, LLC | 0.12% | No change | 2,681 | $249K |
| Connecticut Capital Management Group, LLC | 0.23% | No change | 2,680 | $249K |
| Alpha Financial Partners LLC | 0.15% | Add +0.6% | 2,670 | $248K |
| Cahill Financial Advisors Inc. | 0.03% | Add +2.9% | 2,661 | $247K |
| Foster Victor Wealth Advisors, LLC | 0.01% | No change | 2,632 | $247K |
| Crux Wealth Advisors | 0.09% | Reduce -3.4% | 2,651 | $246K |
| Badgley Phelps Wealth Managers, LLC | 0.00% | Reduce -11.2% | 2,641 | $245K |
| M3 Advisory Group, LLC | 0.15% | Add +0.0% | 2,641 | $245K |
| Founders Financial Alliance, LLC | 0.04% | Add +49.7% | 2,639 | $245K |
| Storen Legacy Partners, LLC | 0.08% | No change | 2,633 | $244K |
| Capital Advantage, Inc. | 0.03% | No change | 2,595 | $241K |
| InTrack Investment Management Inc | 0.14% | Reduce -3.6% | 2,585 | $240K |
| Strategic Wealth Partners, Ltd. | 0.02% | Add +44.1% | 2,585 | $240K |
| Unified Investment Management | 0.25% | Add +15.7% | 2,578 | $239K |
| United Community Bank | 0.08% | No change | 2,575 | $239K |
| Bridgewater Advisors Inc. | 0.01% | No change | 2,530 | $239K |
| Reyes Financial Architecture, Inc. | 0.19% | Add +1.2% | 2,569 | $238K |
| OpenArc Corporate Advisory, LLC | 0.00% | New | 2,565 | $238K |
| Chokshi & Queen Wealth Advisors, Inc | 0.13% | New | 2,564 | $238K |
| Pinnacle Family Advisors, LLC | 0.11% | Reduce -52.1% | 2,554 | $237K |
| Mill Creek Capital Advisors, LLC | 0.00% | Add +0.1% | 2,552 | $237K |
| Avalon Trust Co | 0.02% | No change | 2,550 | $236K |
| Sound Income Strategies, LLC | 0.01% | Reduce -13.2% | 2,542 | $236K |
| NCM Capital Management, LLC | 0.08% | No change | 2,539 | $235K |
| HBW Advisory Services LLC | 0.02% | Add +2.6% | 2,537 | $235K |
| Modera Wealth Management, LLC | 0.00% | Add +10.5% | 2,534 | $235K |
| Commonwealth Financial Services, LLC | 0.04% | No change | 2,526 | $234K |
| CWS Financial Advisors, LLC | 0.06% | No change | 2,518 | $234K |
| Valeo Financial Advisors, LLC | 0.01% | Reduce -56.5% | 2,507 | $233K |
| Tudor Investment Corporation | 0.00% | Reduce -98.5% | 2,506 | $232K |
| Vista Investment Partners Ii, LLC | 0.10% | Reduce -1.3% | 2,505 | $232K |
| Community Bank, N.A. | 0.03% | No change | 2,500 | $232K |
| Steel Grove Capital Advisors, LLC | 0.02% | Add +0.4% | 2,493 | $231K |
| Pinnacle Associates Ltd. | 0.00% | Reduce -26.4% | 2,488 | $231K |
| Balboa Wealth Partners | 0.04% | No change | 2,482 | $230K |
| Trueblood Wealth Management, LLC | 0.09% | Add +0.4% | 2,471 | $229K |
| McAdam, LLC | 0.01% | Add +0.3% | 2,458 | $228K |
| TD Asset Management Inc | 0.00% | Add +4.3% | 2,454 | $228K |
| Chesley Taft & Associates LLC | 0.01% | No change | 2,450 | $227K |
| Marshall & Sterling Wealth Advisors Inc. | 0.15% | Add +0.3% | 2,450 | $227K |
| Jim Saulnier & Associates, LLC | 0.11% | Add +0.2% | 2,448 | $227K |
| Global Strategic Investment Solutions, LLC | 0.02% | No change | 2,447 | $227K |
| Pursuit Wealth Strategies, LLC | 0.32% | Add +1.9% | 2,445 | $227K |
| S&T Bank | 0.08% | No change | 2,442 | $226K |
| Beese Fulmer Investment Management, Inc. | 0.01% | No change | 2,442 | $226K |
| Integrity Advisory Solutions, LLC | 0.03% | Add +0.8% | 2,433 | $226K |
| Altus Wealth Group LLC | 0.09% | Reduce -57.9% | 2,419 | $224K |
| Moody LYNN Lieberson & Walker, LLC | 0.01% | No change | 2,407 | $223K |
| JFS Wealth Advisors, LLC | 0.01% | Reduce -57.1% | 2,403 | $223K |
| Insight Advisors, LLC/ PA | 0.04% | Reduce -2.3% | 2,387 | $221K |
| Sonoma Allocations LLC | 0.08% | Add +0.4% | 2,376 | $221K |
| Grey Ledge Advisors, LLC | 0.05% | Reduce -15.0% | 2,384 | $221K |
| First National Trust Co | 0.01% | Reduce -0.4% | 2,376 | $220K |
| Fort Washington Investment Advisors Inc. | 0.00% | No change | 2,372 | $220K |
| Ridgeline Wealth, LLC | 0.16% | Reduce -14.3% | 2,367 | $220K |
| Westwood Holdings Group Inc. | 0.00% | No change | 2,359 | $219K |
| Breakwater Capital Group | 0.03% | Add +0.2% | 2,357 | $219K |
| Cypress Capital Group | 0.02% | No change | 2,355 | $218K |
| Mma Asset Management LLC | 0.08% | No change | 2,351 | $218K |
| Frederick Financial Consultants, LLC | 0.11% | No change | 2,350 | $218K |
| Legacy Solutions, LLC | 0.20% | Add +0.0% | 2,350 | $218K |
| Retirement Wealth Solutions LLC | 0.14% | Add +10.6% | 2,350 | $218K |
| Morey & Quinn Wealth Partners, LLC | 0.15% | No change | 2,347 | $218K |
| Stage Harbor Financial, LLC | 0.14% | Reduce -1.8% | 2,346 | $218K |
| Horst & Graben Wealth Management LLC | 0.03% | Reduce -4.8% | 2,316 | $217K |
| Argent Trust Co | 0.01% | Reduce -9.7% | 2,328 | $216K |
| MSH Capital Advisors LLC | 0.05% | Reduce -3.8% | 2,320 | $215K |
| Pacific Sun Financial Corp | 0.10% | No change | 2,301 | $213K |
| Kelman-Lazarov, Inc. | 0.03% | No change | 2,301 | $213K |
| NorthCoast Asset Management LLC | 0.00% | Reduce -11.3% | 2,298 | $213K |
| McCartney Wealth Management LLC | 0.18% | New | 2,297 | $213K |
| Range Advisory, LLC | 0.04% | New | 2,295 | $213K |
| MRA Advisory Group | 0.09% | New | 2,289 | $212K |
| Accretive Wealth Partners, LLC | 0.06% | New | 2,280 | $211K |
| Absolute Capital Management, LLC | 0.07% | Reduce -0.3% | 2,258 | $209K |
| WPG Advisers, LLC | 0.15% | Reduce -3.8% | 2,226 | $206K |
| SCS Capital Management LLC | 0.00% | No change | 2,203 | $204K |
| Triad Wealth Partners, LLC | 0.02% | New | 2,200 | $204K |
| Bryn Mawr Trust Advisors, LLC | 0.01% | New | 2,198 | $204K |
| SIMA Wealth Partners, LLC | 0.16% | No change | 2,197 | $204K |
| Cassilly Financial Group LLC | 0.18% | New | 2,194 | $203K |
| Cooper/Haims Advisors, LLC | 0.10% | No change | 2,194 | $203K |
| Glen Eagle Advisors, LLC | 0.03% | Add +0.1% | 2,193 | $203K |
| Charter Oak Capital Management, LLC | 0.02% | Reduce -0.3% | 2,193 | $203K |
| Plus Group Wealth Advisors LLC | 0.22% | No change | 2,189 | $203K |
| Huntington National Bank | 0.00% | New | 2,184 | $203K |
| Arcadia Wealth Management, LLC | 0.07% | Reduce -25.2% | 2,178 | $202K |
| Davis Wealth Advisors, LLC | 0.17% | Reduce -2.0% | 2,173 | $202K |
| Curry Webb Wealth Management LLC | 0.10% | Add +0.2% | 2,171 | $201K |
| Patriot Financial Group Insurance Agency, LLC | 0.01% | New | 2,170 | $201K |
| Pacific Point Advisors, LLC | 0.11% | No change | 2,169 | $201K |
| Pursue Wealth Partners LLC | 0.12% | No change | 2,165 | $201K |
| Crew Capital Management, Ltd | 0.13% | No change | 2,166 | $201K |
| Busey Bank | 0.01% | New | 2,165 | $201K |
| Scott & Selber, Inc. | 0.05% | Add +0.1% | 2,161 | $200K |
| Realta Investment Advisors | 0.07% | Reduce -39.9% | 2,138 | $198K |
| Westside Investment Management, Inc. | 0.03% | Reduce -12.5% | 2,134 | $198K |
| Salomon & Ludwin, LLC | 0.02% | Reduce -5.0% | 2,086 | $195K |
| Providence Capital Advisors, LLC | 0.03% | No change | 2,072 | $192K |
| Lodestone Wealth Management LLC | 0.07% | Reduce -1.8% | 2,014 | $187K |
| Anchor Investment Management, LLC | 0.02% | Add +0.2% | 1,995 | $185K |
| Blueline Advisors LLC | 0.14% | No change | 1,981 | $184K |
| Cornerstone Planning Group LLC | 0.02% | Add +1.5% | 1,929 | $182K |
| Integrity Financial Corp | 0.09% | Reduce -20.5% | 1,942 | $180K |
| Atlantic Private Wealth, LLC | 0.12% | No change | 1,912 | $177K |
| Trust Co. of Toledo NA | 0.02% | Add +80.8% | 1,900 | $176K |
| Rothschild Investment LLC | 0.01% | No change | 1,844 | $171K |
| Millstone Evans Group, LLC | 0.10% | No change | 1,782 | $165K |
| IMG Wealth Management, Inc. | 0.10% | Reduce -50.0% | 1,737 | $161K |
| Cary Street Partners Investment Advisory LLC | 0.04% | Add +5.0% | 1,711 | $159K |
| Red Reef Advisors LLC | 0.17% | Add +18.3% | 1,700 | $158K |
| KM Capital Management Ltd. | 0.10% | New | 1,636 | $154K |
| Medallion Wealth Advisors, LLC | 0.05% | Add +0.1% | 1,629 | $151K |
| Ogorek Anthony Joseph /NY/ | 0.04% | Add +13.7% | 1,595 | $147K |
| Key Financial Inc | 0.03% | Reduce -14.9% | 1,539 | $143K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 1,529 | $142K |
| Financial Perspectives, Inc | 0.04% | Add +8.1% | 1,529 | $142K |
| Team Financial Group, LLC | 0.06% | Add +0.4% | 1,528 | $142K |
| Citizens National Bank Trust Department | 0.02% | Reduce -4.5% | 1,520 | $141K |
| Delta Asset Management LLC | 0.01% | No change | 1,488 | $138K |
| Creative Financial Designs Inc. | 0.01% | Add +5.4% | 1,439 | $133K |
| Wolff Wiese Magana LLC | 0.07% | No change | 1,430 | $133K |
| CFG Wealth Management Services, Inc. | 0.13% | No change | 1,429 | $133K |
| Signature Resources Capital Management, LLC | 0.06% | Reduce -15.2% | 1,421 | $132K |
| IFG Advisory, LLC | 0.37% | Reduce -96.2% | 1,401 | $130K |
| Longview Financial Advisors, Inc. | 0.08% | New | 1,401 | $130K |
| Parkside Financial Bank & Trust | 0.01% | No change | 1,399 | $130K |
| Bangor Savings Bank | 0.01% | No change | 1,397 | $130K |
| MTM Investment Management, LLC | 0.04% | Reduce -40.6% | 1,373 | $127K |
| Hantz Financial Services, Inc. | 0.00% | Add +36.9% | 1,366 | $127K |
| Turtle Creek Wealth Advisors, LLC | 0.01% | New | 1,334 | $124K |
| Washington Trust Advisors, Inc. | 0.01% | No change | 1,300 | $121K |
| St Germain D J Co. Inc. | 0.00% | Add +27.6% | 1,291 | $120K |
| Coston, McIsaac & Partners | 0.03% | No change | 1,293 | $119K |
| Harbor Investment Advisory, LLC | 0.01% | No change | 1,265 | $117K |
| Gill Capital Partners, LLC | 0.03% | New | 1,200 | $111K |
| Root Financial Partners, LLC | 0.01% | Reduce -3.6% | 1,154 | $107K |
| American Capital Advisory, LLC | 0.04% | No change | 1,127 | $105K |
| Angeles Wealth Management, LLC | 0.01% | New | 1,126 | $104K |
| Caldwell Trust Co | 0.01% | Reduce -31.4% | 1,095 | $102K |
| Walsh & Associates, LLC | 0.10% | Reduce -31.6% | 1,085 | $101K |
| First Pacific Financial | 0.01% | Add +0.4% | 1,082 | $100K |
| JNBA Financial Advisors | 0.01% | No change | 1,082 | $100K |
| Dunhill Financial, LLC | 0.02% | Add +2.9% | 1,062 | $98K |
| Ascentis Wealth Management, LLC | 0.02% | Reduce -14.8% | 1,051 | $98K |
| DT Investment Partners, LLC | 0.01% | New | 1,000 | $93K |
| MCF Advisors LLC | 0.00% | Reduce -0.1% | 992 | $92K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.04% | Reduce -35.6% | 945 | $88K |
| Hazlett, Burt & Watson, Inc. | 0.03% | Reduce -7.5% | 933 | $86K |
| Atlantic Union Bankshares Corp | 0.00% | No change | 895 | $83K |
| Family Capital Trust Co | 0.03% | Add +8.3% | 888 | $82K |
| Private Wealth Asset Management, LLC | 0.01% | No change | 885 | $82K |
| Corsicana & Co. | 0.05% | No change | 835 | $78K |
| Brown, Lisle/Cummings, Inc. | 0.02% | No change | 839 | $78K |
| Jackson Hole Capital Partners, LLC | 0.01% | No change | 834 | $77K |
| Main Street Group, LTD | 0.02% | New | 826 | $77K |
| American National Bank & Trust | 0.01% | No change | 821 | $76K |
| Pinnacle Bancorp, Inc. | 0.02% | No change | 805 | $75K |
| Birchwood Financial Partners, Inc. | 0.07% | Reduce -9.5% | 799 | $74K |
| Bullock Wealth Management Group | 0.04% | No change | 785 | $73K |
| Duncker Streett & Co. Inc. | 0.01% | No change | 767 | $71K |
| Lloyd Advisory Services, LLC. | 0.02% | Reduce -61.3% | 749 | $69K |
| Kingdom Financial Group LLC. | 0.02% | Reduce -68.9% | 749 | $69K |
| Westfuller Advisors, LLC | 0.03% | Add +0.5% | 744 | $69K |
| Union Savings Bank | 0.03% | No change | 740 | $69K |
| Avion Wealth | 0.01% | No change | 726 | $67K |
| Orion Capital Management LLC | 0.02% | No change | 700 | $65K |
| Tidemark, LLC | 0.02% | No change | 680 | $63K |
| Arlington Trust Co LLC | 0.01% | Reduce -6.9% | 678 | $63K |
| Aventura Private Wealth, LLC | 0.02% | No change | 664 | $62K |
| TopTier Wealth Management, LLC | 0.04% | New | 642 | $60K |
| Comprehensive Financial Planning, Inc. | 0.04% | Add +0.3% | 633 | $59K |
| Minot DeBlois Advisors LLC | 0.05% | Add +7.6% | 608 | $56K |
| Princeton Global Asset Management LLC | 0.01% | Reduce -94.7% | 600 | $56K |
| Hyposwiss Advisors SA | 0.06% | No change | 600 | $56K |
| ESL Trust Services, LLC | 0.01% | No change | 595 | $55K |
| BankPlus Trust Department | 0.01% | Reduce -6.0% | 592 | $55K |
| Chapman Financial Group, LLC | 0.04% | Add +52.0% | 585 | $54K |
| Strategic Wealth Advisors LLC | 0.04% | Reduce -14.2% | 575 | $53K |
| Curio Wealth, LLC | 0.02% | No change | 545 | $51K |
| YANKCOM Partnership | 0.02% | No change | 541 | $50K |
| EPG Wealth Management LLC | 0.01% | New | 539 | $50K |
| Strategic Advisory Partners, LLC | 0.04% | New | 539 | $50K |
| Caldwell Sutter Capital, Inc. | 0.02% | No change | 529 | $49K |
| Steigerwald, Gordon & Koch Inc. | 0.00% | Add +0.4% | 514 | $48K |
| Measured Wealth Private Client Group, LLC | 0.01% | No change | 501 | $46K |
| Clear Investment Research, LLC | 0.07% | New | 500 | $46K |
| Triumph Capital Management | 0.01% | No change | 500 | $46K |
| VSM Wealth Advisory, LLC | 0.01% | Add +64.4% | 498 | $46K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -35.8% | 480 | $45K |
| CNB Bank | 0.02% | No change | 471 | $44K |
| Merkkuri Wealth Advisors LLC | 0.03% | New | 451 | $42K |
| BOK Financial Private Wealth, Inc. | 0.00% | No change | 450 | $42K |
| JDM Financial Group LLC | 0.02% | Add +13.6% | 435 | $40K |
| Luken Investment Analytics, LLC | 0.02% | No change | 425 | $39K |
| Crews Bank & Trust | 0.01% | No change | 420 | $39K |
| Blue Trust, Inc. | 0.00% | Reduce -0.3% | 400 | $37K |
| Napier Financial, LLC | 0.01% | New | 390 | $36K |
| Global Wealth Strategies & Associates | 0.01% | No change | 388 | $36K |
| TIAA Wealth Investment Management LLC | 0.00% | — | 380 | $35K |
| Beaird Harris Wealth Management, LLC | 0.00% | No change | 373 | $35K |
| Missouri Trust & Investment Co | 0.01% | No change | 373 | $35K |
| Simplex Trading, LLC | 0.00% | Reduce -28.1% | 361 | $33K |
| Bfsg, LLC | 0.00% | Reduce -16.6% | 353 | $33K |
| CrossGen Wealth, LLC | 0.03% | Reduce -53.1% | 350 | $32K |
| Entrust Financial LLC | 0.02% | Reduce -7.5% | 346 | $32K |
| Mark Sheptoff Financial Planning, LLC | 0.02% | No change | 334 | $32K |
| Horrell Capital Management, Inc. | 0.01% | No change | 340 | $32K |
| Valued Wealth Advisors LLC | 0.01% | No change | 340 | $32K |
| Plante Moran Financial Advisors, LLC | 0.00% | Reduce -34.0% | 334 | $31K |
| Abound Wealth Management | 0.01% | No change | 333 | $31K |
| Operose Advisors LLC | 0.01% | No change | 331 | $31K |
| Newton One Investments LLC | 0.01% | Reduce -10.6% | 329 | $31K |
| Ankerstar Wealth, LLC | 0.03% | No change | 325 | $30K |
| Manning & Napier Advisors LLC | 0.00% | No change | 318 | $29K |
| Elevated Capital Advisors, LLC | 0.01% | Add +0.3% | 307 | $28K |
| McIlrath & Eck, LLC | 0.00% | No change | 274 | $25K |
| Boreal Capital Management LLC | 0.02% | Reduce -94.9% | 265 | $25K |
| Frankly Finances, LLC | 0.02% | No change | 262 | $24K |
| Centennial Bank | 0.01% | No change | 258 | $24K |
| LRI Investments, LLC | 0.00% | Reduce -4.3% | 246 | $23K |
| Nova Wealth Management, Inc. | 0.01% | New | 245 | $23K |
| Bogart Wealth, LLC | 0.00% | No change | 235 | $22K |
| Wellington-Altus USA Inc. | 0.01% | New | 220 | $21K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | No change | 225 | $21K |
| Kozak & Associates, Inc. | 0.00% | No change | 223 | $21K |
| Security National Bank | 0.00% | Add +121.0% | 221 | $20K |
| Nemes Rush Group LLC | 0.00% | Reduce -1.8% | 221 | $20K |
| Financial Consulate, Inc. | 0.00% | Add +228.4% | 220 | $20K |
| Signature Equity Partners, LLC | 0.01% | Reduce -54.0% | 217 | $20K |
| Sittner & Nelson, LLC | 0.01% | No change | 216 | $20K |
| Legacy Wealth Managment, LLC | 0.01% | Reduce -5.3% | 215 | $20K |
| Southern Michigan Bank & Trust | 0.01% | — | 215 | $20K |
| Howe & Rusling Inc. | 0.00% | Reduce -45.2% | 213 | $20K |
| Caitlin John, LLC | 0.01% | No change | 189 | $18K |
| Investors Research Corp | 0.00% | Reduce -31.4% | 186 | $17K |
| Murphy & Mullick Capital Management Corp | 0.01% | No change | 184 | $17K |
| Heritage Wealth Advisors | 0.00% | No change | 180 | $17K |
| Wilkerson Advisory Group LLC | 0.01% | No change | 176 | $16K |
| First Horizon Corp. | 0.00% | Reduce -42.6% | 175 | $16K |
| True Link Financial Advisors, LLC | 0.00% | New | 172 | $16K |
| Prestige Wealth Management Group LLC | 0.00% | No change | 172 | $16K |
| Crewe Advisors LLC | 0.00% | No change | 171 | $16K |
| Godfrey Financial Associates, Inc. | 0.01% | No change | 170 | $16K |
| JPL Wealth Management, LLC | 0.00% | New | 164 | $15K |
| Copia Wealth Management | 0.01% | No change | 163 | $15K |
| Obsidian Cio, LLC | 0.01% | Add +32.8% | 162 | $15K |
| Raleigh Capital Management Inc. | 0.01% | Reduce -25.2% | 160 | $15K |
| NFSG Corp | 0.00% | No change | 156 | $14K |
| IMA Advisory Services, Inc. | 0.00% | No change | 149 | $14K |
| Twin Peaks Wealth Advisors, LLC | 0.00% | New | 142 | $13K |
| Ameriflex Group, Inc. | 0.01% | No change | 142 | $13K |
| Financial Gravity Asset Management, Inc. | 0.00% | Reduce -1.6% | 124 | $12K |
| Quest 10 Wealth Builders, Inc. | 0.01% | Reduce -35.4% | 117 | $11K |
| Decker Retirement Planning Inc. | 0.00% | New | 117 | $11K |
| Ritter Daniher Financial Advisory LLC / DE | 0.00% | No change | 106 | $10K |
| Key Capital Management, INC | 0.01% | Reduce -56.7% | 106 | $10K |
| Acima Private Wealth, LLC | 0.00% | Reduce -43.6% | 106 | $10K |
| Collier Financial | 0.01% | No change | 89 | $8K |
| MidFirst Bank | 0.00% | No change | 87 | $8K |
| Valley National Advisers Inc. | 0.00% | Reduce -79.2% | 91 | $8K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 85 | $8K |
| City Holding Co. | 0.00% | No change | 81 | $8K |
| Indiana Trust & Investment Management Co | 0.00% | New | 70 | $6K |
| CGC Financial Services, LLC | 0.00% | No change | 68 | $6K |
| Halbert Hargrove Global Advisors, LLC | 0.00% | New | 67 | $6K |
| Vermillion Wealth Management, Inc. | 0.00% | No change | 67 | $6K |
| Intentional Wealth Strategies, LLC | 0.01% | — | 66 | $6K |
| Portfolio Resources Advisor Group, Inc. | 0.01% | New | 62 | $6K |
| Retiremitten Financial LLC | 0.00% | — | 62 | $6K |
| Aviso Financial Inc. | 0.00% | New | 55 | $5K |
| Strive Financial Group ,LLC | 0.00% | No change | 57 | $5K |
| Virtus Advisers, LLC | 0.00% | Add +15.6% | 52 | $5K |
| Provenance Wealth Advisors, LLC | 0.00% | No change | 51 | $5K |
| Darwin Wealth Management, LLC | 0.00% | No change | 45 | $4K |
| Financial Life Planners | 0.00% | New | 44 | $4K |
| Bay Harbor Wealth Management, LLC | 0.00% | Reduce -8.5% | 43 | $4K |
| Truvestments Capital LLC | 0.00% | New | 42 | $4K |
| NorthAvenue LLC | 0.00% | Add +2.4% | 42 | $4K |
| PlanVest Financial, Inc | 0.00% | — | 41 | $4K |
| Transamerica Financial Advisors, LLC | 0.00% | Add +263.6% | 40 | $4K |
| Central Pacific Bank - Trust Division | 0.00% | No change | 40 | $4K |
| Motco | 0.00% | No change | 38 | $4K |
| Country Trust Bank | 0.00% | No change | 36 | $3K |
| Foster Dykema Cabot & Partners, LLC | 0.00% | No change | 35 | $3K |
| Costello Asset Management, INC | 0.00% | New | 34 | $3K |
| 1620 Investment Advisors, Inc. | 0.00% | No change | 30 | $3K |
| Quent Capital, LLC | 0.00% | Reduce -77.8% | 26 | $2K |
| Eastern Bank | 0.00% | Reduce -62.1% | 25 | $2K |
| FWL Investment Management, LLC | 0.00% | No change | 22 | $2K |
| McGuire Capital Advisors Inc. | 0.00% | No change | 21 | $2K |
| Burk Holdings LLC | 0.00% | New | 20 | $2K |
| Pittenger & Anderson Inc. | 0.00% | No change | 17 | $2K |
| Quantbot Technologies LP | 0.00% | New | 17 | $2K |
| Robinswood Financial LLC | 0.00% | No change | 16 | $1K |
| Networth Advisors, LLC | 0.00% | No change | 13 | $1K |
| N.E.W. Advisory Services LLC | 0.00% | No change | 11 | $1K |
| Sumitomo Mitsui Financial Group, Inc. | 0.00% | Reduce -97.2% | 10 | $927 |
| Creative Capital Management Investments LLC | 0.00% | No change | 6 | $556 |
| Valley Wealth Managers, Inc. | 0.00% | Reduce -99.6% | 5 | $464 |
| HM Payson & Co. | 0.00% | New | 5 | $464 |
| Rachor Investment Advisory Services, LLC | 0.00% | New | 3 | $280 |
| Magnolia Wealth Management, LLC | 0.00% | New | 3 | $278 |
| Scarborough Advisors, LLC | 0.00% | No change | 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.