iShares MSCI USA Min Vol FacUSMVETF

13F holders, Q2 2026 (June 30)
1,379holders +10
99new positions
92sold out
5famous investors
$96.49avg. 13F price*

At the end of Q2 2026, 1,379 institutions reported holding iShares MSCI USA Min Vol Fac (USMV) in their 13F filings, up 10 from Q1 2026. 99 opened new positions and 92 sold out. The largest holders were FMR LLC ($1.5B), Raymond James Financial Inc. ($1.4B) and Morgan Stanley ($1.4B). 5 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio), Steve Cohen (0.0% of Point72 Asset Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
iShares MSCI USA Min Vol Fac
CUSIP
46429B697
Latest filing quarter
Q2 2026

History

Number of 13F holders

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions99$123.9M
Exits92$173.6M

All 13F filers, Q1 2026 → Q2 2026: 9,151,704 shares bought and 10,180,523 shares sold, net −1,028,819 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,379 holders

FMR LLC 0.06% Reduce -0.0% 15,350,328 $1.5B
Raymond James Financial Inc. 0.38% Add +2.8% 14,642,755 $1.4B
Morgan Stanley 0.07% Add +10.1% 14,034,510 $1.4B
Bank of America Corp. 0.08% Reduce -3.4% 12,345,824 $1.2B
LPL Financial LLC 0.17% Add +26.6% 7,953,963 $767.2M
Wealth Enhancement Advisory Services, LLC 0.77% Add +7.6% 4,702,673 $458.5M
Millburn Ridgefield LLC 8.14% Add +5.0% 4,455,291 $429.8M
Catalyst Capital Advisors LLC 7.13% Add +5.0% 4,455,291 $429.8M
PNC Financial Services Group, Inc. 0.20% Reduce -5.3% 4,247,471 $409.7M
Envestnet Asset Management Inc. 0.09% Reduce -5.6% 3,763,692 $363.0M
BlackRock, Inc. 0.01% Add +7.4% 3,457,587 $333.5M
Wells Fargo & Company 0.06% Reduce -4.2% 3,396,004 $327.6M
UBS Group AG 0.05% Reduce -3.4% 3,119,340 $300.9M
Cetera Investment Advisers 0.19% Add +0.3% 2,168,165 $209.1M
JPMorgan Chase & Co. 0.01% Add +8.7% 2,029,125 $195.1M
Ameriprise Financial Inc. 0.04% Reduce -22.9% 1,884,255 $181.8M
Commonwealth Equity Services, LLC 0.22% Reduce -4.7% 1,816,713 $175.2M
Sei Investments Co. 0.13% Add +1.4% 1,582,221 $152.6M
Royal Bank of Canada 0.03% Reduce -0.2% 1,556,142 $150.1M
Northwestern Mutual Wealth Management Co. 0.07% Reduce -4.7% 1,449,879 $139.9M
Beacon Pointe Advisors, LLC 0.64% Add +4.7% 1,419,542 $136.9M
Cerity Partners LLC 0.16% Add +3.6% 1,373,229 $132.5M
Assetmark, Inc. 0.22% Add +0.2% 1,346,488 $129.9M
Jones Financial Companies LLLP 0.05% Add +8.4% 1,257,338 $120.7M
Johnson Investment Counsel Inc. 0.85% Reduce -5.3% 1,209,687 $116.7M
Geneos Wealth Management Inc. 2.32% Add +3.0% 1,177,268 $113.6M
Focus Partners Wealth 0.11% Reduce -6.2% 1,114,252 $107.5M
Cambridge Investment Research Advisors, Inc. 0.24% Reduce -18.2% 1,093,909 $105.5M
Mercer Global Advisors Inc. 0.13% Reduce -0.9% 1,067,976 $103.0M
Horizon Investments, LLC 1.00% Reduce -27.6% 943,459 $91.0M
Mariner, LLC 0.09% Reduce -13.7% 928,271 $89.5M
Osaic Holdings, Inc. 0.10% Add +11.0% 908,696 $87.7M
Russell Investments Group, Ltd. 0.07% Reduce -0.3% 851,515 $82.1M
Securian Asset Management, Inc. 2.91% No change 837,287 $80.9M
Brookstone Capital Management 0.79% Reduce -8.3% 818,996 $79.0M
Captrust Financial Advisors 0.11% Add +1.4% 725,620 $70.0M
Qube Research & Technologies Ltd 0.08% Add +1256.7% 721,422 $69.6M
NewEdge Advisors, LLC 0.20% Add +14.3% 706,484 $68.1M
MAI Capital Management 0.25% Reduce -1.7% 686,315 $66.2M
US Bancorp \de 0.07% Reduce -4.8% 673,975 $65.0M
HighTower Advisors, LLC 0.06% Reduce -4.8% 668,232 $64.5M
Janney Montgomery Scott LLC 0.12% Add +1.6% 627,522 $60.5M
Private Advisor Group, LLC 0.27% Add +21.9% 600,897 $58.0M
Stifel Financial Corp. 0.05% Reduce -9.3% 595,110 $57.4M
Steward Partners Investment Advisory, LLC 0.28% Reduce -12.0% 558,307 $53.9M
Marshall Wace, LLP 0.04% Add +377.7% 497,800 $48.0M
Facet Wealth, Inc. 0.65% Add +0.4% 467,953 $45.1M
MML Investors Services, LLC 0.09% Add +20.4% 440,532 $42.5M
Integrated Wealth Concepts LLC 0.27% Add +0.3% 427,816 $41.3M
High Probability Advisors, LLC 4.30% Add +6.0% 417,169 $40.2M
Barclays PLC 0.01% Add +5.1% 411,404 $39.7M
Two Sigma Investments, LP 0.03% Reduce -69.0% 387,700 $37.4M
Glenmede Trust Co. NA 0.16% Reduce -4.4% 386,309 $37.3M
Truist Financial Corp. 0.04% Add +9.4% 375,016 $36.2M
Symmetry Partners, LLC 1.76% Add +7.4% 357,531 $34.5M
Klingman & Associates, LLC 1.46% Reduce -1.9% 354,842 $34.2M
ARS Wealth Advisors Group, LLC 2.66% Reduce -3.8% 352,667 $34.0M
Lineweaver Wealth Advisors, LLC 3.80% Add +4.4% 330,997 $31.9M
Creative Planning 0.02% Add +0.6% 329,372 $31.8M
Kestra Advisory Services, LLC 0.10% Reduce -7.1% 306,368 $29.6M
Bank of New York Mellon Corp 0.00% Reduce -43.6% 300,365 $29.0M
GDS Wealth Management 1.33% Add +4.1% 289,589 $27.9M
Keybank National Association 0.09% Reduce -5.2% 285,277 $27.5M
Vestcor Inc 0.64% Add +11.5% 267,168 $25.8M
Rehmann Capital Advisory Group 1.14% Reduce -21.6% 257,439 $24.8M
Park Avenue Securities LLC 0.15% Reduce -4.0% 256,280 $24.7M
Meridian Wealth Advisors, LLC 2.80% Add +7.7% 255,013 $24.6M
Cornerstone Wealth Management, LLC 1.05% Reduce -0.9% 253,692 $24.5M
Lido Advisors, LLC 0.09% Add +0.8% 251,132 $24.2M
Adaptive Financial Consulting, LLC 8.15% Add +2.4% 241,162 $23.3M
Cassia Capital Partners, LLC 11.08% Reduce -0.8% 237,046 $22.9M
Well Done, LLC 2.99% Add +0.9% 230,337 $22.2M
Pacific Center for Financial Services 4.92% Reduce -1.0% 228,692 $22.1M
Citizens Financial Group Inc. 0.27% Reduce -2.9% 228,133 $22.0M
Lester Murray Antman dba SimplyRich 5.12% Add +4.0% 226,613 $21.9M
&partners 0.09% Add +10.3% 224,607 $21.8M
Sagespring Wealth Partners, LLC 0.33% Reduce -7.6% 224,652 $21.7M
Capital Advisors, Ltd. LLC 2.18% Reduce -4.1% 224,182 $21.6M
OneDigital Investment Advisors LLC 0.18% Reduce -1.3% 223,733 $21.6M
Baron Silver Stevens Financial Advisors, LLC 2.71% Add +2.4% 221,195 $21.3M
Cibc World Market Inc. 0.04% Add +2050.0% 219,776 $21.2M
Journey Advisory Group, LLC 1.62% Add +0.4% 219,463 $21.2M
Sanctuary Advisors, LLC 0.10% Reduce -0.0% 215,785 $20.8M
Anderson Hoagland & Co. 1.61% Add +1.4% 213,114 $20.6M
Dynasty Wealth Management, LLC 0.14% Reduce -6.0% 199,658 $19.3M
Choreo, LLC 0.21% Reduce -3.7% 198,781 $19.2M
Wealth Advisors of Iowa, LLC 5.16% Add +0.0% 197,413 $19.0M
Stratos Wealth Partners, LTD. 0.19% Add +4.9% 196,227 $18.9M
Rockefeller Capital Management L.P. 0.03% Reduce -2.1% 195,770 $18.9M
Barrett & Company, Inc. 5.18% Add +7.8% 191,781 $18.5M
United Capital Financial Advisors, LLC 0.10% Reduce -1.1% 189,103 $18.2M
Merit Financial Group, LLC 0.11% Add +5.9% 183,663 $17.7M
Darrow Company, Inc. 6.74% Add +0.4% 180,315 $17.4M
Aspen Private Advisors, LLC 17.07% — 176,422 $17.0M
Equitable Holdings, Inc. 0.10% Reduce -8.4% 175,596 $16.9M
Walled Lake Planning & Wealth Management, LLC 4.26% Add +1.7% 174,990 $16.9M
Citigroup Inc. 0.01% Reduce -13.3% 174,126 $16.8M
Summit Wealth Partners, LLC 2.39% Reduce -4.8% 173,650 $16.8M
Asset Advisors Investment Management, LLC 1.52% Reduce -1.6% 171,637 $16.6M
Leelyn Smith, LLC 1.95% Add +1.0% 165,959 $16.0M
Armbruster Capital Management, Inc. 2.38% Reduce -0.3% 165,518 $16.0M
Trinity Wealth Management, LLC 4.73% Reduce -7.8% 154,469 $14.9M
Beacon Bank & Trust 2.82% Add +1.5% 153,496 $14.8M
Fifth Third Bancorp 0.02% Reduce -6.9% 153,316 $14.8M
Founders Financial Securities LLC 0.75% Add +1.4% 152,510 $14.7M
Sequoia Financial Advisors, LLC 0.07% Reduce -0.5% 150,253 $14.5M
Koenig Investment Advisory, LLC 11.25% Add +0.6% 150,113 $14.5M
Sovereign Investment Advisors, LLC 2.72% Reduce -6.6% 149,994 $14.5M
Syntegra Private Wealth Group, LLC 1.12% Reduce -3.7% 149,415 $14.4M
Valmark Advisers, Inc. 0.15% Reduce -18.2% 148,849 $14.4M
Carrera Capital Advisors 2.09% Add +5.9% 146,448 $14.1M
Clear Wave Wealth Management LLC 3.14% Add +0.6% 146,448 $14.1M
D.A. Davidson & Co. 0.08% Add +4.0% 145,583 $14.0M
Kwmg, LLC 1.01% Add +5.3% 144,434 $13.9M
Ironwood Wealth Management, Inc. 5.83% Add +3.3% 141,399 $13.8M
KilterHowling LLC 6.14% Add +1.9% 142,089 $13.7M
EP Wealth Advisors, LLC 0.05% Add +53.6% 139,146 $13.4M
Verus Capital Partners, LLC 0.72% Add +3.8% 138,170 $13.3M
MV Capital Management, Inc. 1.16% Reduce -14.2% 135,164 $13.0M
Goldman Sachs Group Inc. 0.00% Add +6.5% 131,603 $12.7M
Capital Financial Group Inc\co\ 6.64% Add +0.2% 131,524 $12.7M
White Pine Investment CO 2.67% Add +0.1% 129,782 $12.5M
Wealth Management Resources, Inc. 3.86% Add +3.1% 129,736 $12.5M
Beacon Advisors Holdings, LLC 6.12% Reduce -3.4% 129,580 $12.5M
TD Capital Management LLC 1.00% Reduce -3.5% 126,855 $12.2M
Fortune Financial Advisors, LLC 5.20% Reduce -0.8% 126,013 $12.2M
Jmac Enterprises LLC 2.01% Add +11.0% 123,482 $11.9M
Concurrent Investment Advisors, LLC 0.10% Add +40.0% 122,383 $11.8M
Legacy Advisory Services, LLC 8.29% Add +10.5% 122,116 $11.8M
AQR Capital Management 0.00% Add +6.0% 120,825 $11.7M
Mgo One Seven LLC 0.19% Add +8.9% 118,607 $11.4M
Diversify Advisory Services, LLC 0.19% New 115,466 $11.3M
Diversify Wealth Management, LLC 0.19% Add +1.6% 115,466 $11.3M
Syntax Research, Inc. 8.00% Add +273.2% 113,288 $10.9M
Gerber Kawasaki Wealth & Investment Management 0.29% Reduce -1.2% 112,746 $10.9M
Rakuten Investment Management, Inc. 0.03% Reduce -45.1% 112,879 $10.9M
Ancora Advisors LLC 0.21% Add +0.5% 111,141 $10.7M
Money Concepts Capital Corp. 0.49% Reduce -14.0% 110,505 $10.7M
Evergreen Capital Management LLC 0.19% Add +0.0% 110,492 $10.7M
Capital Planning LLC 3.04% Reduce -5.7% 108,209 $10.4M
Bay Rivers Group 3.54% Add +1.8% 107,471 $10.4M
Garrett Wealth Advisory Group, LLC 1.59% Reduce -1.8% 107,404 $10.4M
Courier Capital LLC 0.52% Add +3.2% 107,268 $10.3M
Bellwether Advisors, LLC 1.51% Add +2.3% 105,891 $10.2M
Principal Securities, Inc. 0.12% Add +2.1% 105,628 $10.2M
Apella Capital, LLC 0.14% Reduce -5.4% 103,342 $10.2M
J.W. Cole Advisors, Inc. 0.17% Add +1.4% 104,834 $10.1M
Flagship Private Wealth, LLC 3.54% Add +0.3% 103,914 $10.0M
Arax Advisory Partners 0.07% Add +129.6% 102,656 $9.9M
Savant Capital, LLC 0.03% Add +10.2% 101,004 $9.8M
Cresset Asset Management, LLC 0.04% Reduce -5.1% 101,161 $9.8M
Snowden Capital Advisors LLC 0.23% Reduce -0.1% 100,285 $9.7M
Moneco Advisors, LLC 0.59% Reduce -5.4% 100,105 $9.7M
Brickley Wealth Management 1.38% Reduce -6.4% 99,796 $9.6M
Sowell Financial Services LLC 0.31% Reduce -4.6% 98,759 $9.5M
Kelly Financial Group LLC 2.10% Add +6.6% 98,110 $9.5M
MA Private Wealth 1.41% Reduce -0.6% 98,051 $9.5M
Winthrop Capital Management, LLC 2.27% Reduce -4.3% 97,379 $9.4M
Franklin Resources Inc. 0.00% Add +5.3% 97,072 $9.4M
10Elms LLP 4.17% Add +59.3% 96,403 $9.3M
New England Private Wealth Advisors LLC 0.89% Reduce -2.1% 95,292 $9.2M
Advyzon Investment Management, LLC 0.67% Add +556.3% 95,461 $9.2M
Alpha Capital Advisors Inc. 7.82% Reduce -4.3% 93,920 $9.1M
Calamos Wealth Management LLC 0.27% Reduce -0.3% 92,508 $8.9M
Financial Enhancement Group LLC 1.06% Add +1.5% 92,415 $8.9M
Envestnet Portfolio Solutions, Inc. 0.04% Reduce -9.4% 90,916 $8.8M
Torrey-Payne Wealth Management, LLC 6.94% Add +0.5% 87,462 $8.4M
Baird Financial Group, Inc. 0.01% Reduce -0.5% 86,684 $8.4M
Leicht Financial Planning & Wealth Management, Inc. 3.40% New 86,141 $8.3M
Gladstone Institutional Advisory LLC 0.26% Add +3.9% 84,449 $8.1M
Custos Family Office, LLC 4.89% Add +1.1% 84,419 $8.1M
Hamilton Capital Partners, LLC 2.36% New 84,062 $8.1M
Shepherd Kaplan Krochuk, LLC 6.43% Add +8.4% 83,929 $8.1M
BridgePort Financial Solutions, LLC 2.02% Reduce -5.4% 82,314 $7.9M
Able Wealth Management LLC 1.81% Add +0.3% 81,811 $7.9M
Alliancebernstein L.P. 0.00% Reduce -72.5% 82,842 $7.7M
Silvercrest Asset Management Group LLC 0.05% Reduce -4.3% 79,383 $7.7M
Mascoma Wealth Management LLC 1.42% Add +3.6% 79,350 $7.7M
Aspiriant, LLC 0.19% Reduce -4.9% 79,030 $7.6M
M&T Bank Corp 0.02% Reduce -8.5% 78,689 $7.6M
Sigma Planning Corp 0.19% Reduce -49.8% 78,604 $7.6M
Stock Yards Bank & Trust Co. 0.22% Reduce -7.2% 78,499 $7.6M
Kingswood Wealth Advisors, LLC 0.30% Reduce -1.9% 78,300 $7.6M
Essex Financial Services, Inc. 0.37% Add +2.3% 77,917 $7.5M
Quantinno Capital Management LP 0.01% Reduce -20.4% 77,837 $7.5M
Summit Financial, LLC 0.08% Add +7.7% 77,388 $7.5M
L. Roy Papp & Associates, LLP 0.78% Reduce -2.1% 77,300 $7.5M
Blair William & Co. 0.02% Reduce -2.9% 77,283 $7.5M
Clearstead Advisors, LLC 0.07% Reduce -4.3% 76,855 $7.4M
Van Hulzen Asset Management, LLC 0.52% Reduce -23.2% 76,015 $7.3M
Mather Group, Llc. 0.06% Add +0.8% 75,582 $7.3M
Ibex Wealth Advisors 0.57% Reduce -0.8% 75,222 $7.3M
Prime Buchholz LLC 2.59% New 74,598 $7.2M
Flagship Harbor Advisors, LLC 0.27% Add +76.2% 74,283 $7.2M
Citadel Advisors 0.00% New 74,265 $7.2M
Vise Technologies, Inc. 0.08% Add +45.9% 73,191 $7.1M
Mayflower Financial Advisors, LLC 0.61% Reduce -1.7% 72,931 $7.0M
Prospera Financial Services Inc 0.10% Reduce -2.2% 72,795 $7.0M
iA Global Asset Management Inc. 0.08% New 72,015 $6.9M
Csenge Advisory Group 0.28% Add +2.5% 71,877 $6.9M
FAS Wealth Partners, Inc. 0.36% Reduce -0.9% 71,754 $6.9M
SageView Advisory Group, LLC 0.23% Reduce -1.2% 71,674 $6.9M
Parallel Advisors, LLC 0.11% Add +0.2% 71,668 $6.9M
Keeler & Nadler Financial Planning & Wealth Management 1.96% Reduce -4.2% 71,589 $6.9M
Thrivent Financial for Lutherans 0.01% Reduce -32.0% 71,028 $6.9M
Birchbrook, Inc. 3.19% Reduce -2.5% 70,524 $6.8M
Shore Point Advisors, LLC 2.32% Reduce -7.3% 70,368 $6.8M
Avant Capital LLC 4.24% Reduce -2.5% 70,218 $6.8M
Western Wealth Management, LLC 0.22% Reduce -6.7% 70,041 $6.8M
Aptus Capital Advisors, LLC 0.05% Reduce -0.5% 69,675 $6.7M
Bank of Montreal 0.00% Add +8.5% 69,480 $6.7M
Family Manage LLC 0.70% Add +219.9% 69,405 $6.7M
Allred Capital Management, LLC 2.16% Add +0.0% 68,202 $6.6M
Advisory Services Network, LLC 0.07% Add +26.7% 67,139 $6.5M
Wharton Business Group, LLC 0.21% Reduce -0.8% 66,592 $6.4M
Redwood Park Advisors LLC 4.62% Reduce -1.4% 66,390 $6.4M
Quotient Wealth Partners, LLC 0.15% Reduce -13.0% 65,552 $6.3M
Choate Investment Advisors 0.11% Reduce -0.8% 65,374 $6.3M
UMB Bank, n.a. 0.08% Add +3.3% 65,223 $6.3M
Independence Bank of Kentucky 0.69% Add +0.6% 63,882 $6.2M
KWB Wealth 0.52% New 63,578 $6.1M
Investment Advisory Group, LLC 1.33% Reduce -4.0% 63,504 $6.1M
Independent Financial Group, LLC 0.11% Reduce -8.7% 63,293 $6.1M
World Investment Advisors 0.10% Reduce -0.1% 65,650 $6.1M
IHT Wealth Management, LLC 0.13% Reduce -23.3% 62,285 $6.0M
Manufacturers Life Insurance Company, The 0.00% New 77,277 $6.0M
Guerra Pan Advisors, LLC 3.33% Reduce -10.6% 61,853 $6.0M
Mann Financial Group, Inc. 4.98% Reduce -6.4% 61,723 $6.0M
Foundations Investment Advisors, LLC 0.06% Reduce -7.1% 61,035 $5.9M
Sequent Asset Management, LLC 2.47% Add +3.1% 60,752 $5.9M
Allworth Financial LP 0.02% Add +0.4% 60,627 $5.8M
Compass Financial Group, Inc. (Ohio) 3.88% Reduce -5.6% 60,182 $5.8M
Modern Wealth Management, LLC 0.07% Reduce -61.9% 59,864 $5.8M
Atria Investments, Inc 0.06% Reduce -5.6% 59,534 $5.7M
Global Retirement Partners, LLC 0.09% — 58,992 $5.7M
Camden National Bank 0.74% Add +2.1% 58,985 $5.7M
Gotham Asset Management 0.01% No change 58,833 $5.7M
Sound Portfolio Advisors, LLC 4.01% Reduce -12.1% 58,581 $5.7M
Dakota Wealth Management 0.11% Reduce -0.1% 58,525 $5.6M
Waverly Advisors, LLC 0.03% Reduce -5.7% 58,290 $5.6M
Colonial Trust Advisors 0.39% No change 57,953 $5.6M
AlphaCore Capital LLC 0.10% Add +0.7% 57,885 $5.6M
IFP Advisors, Inc 0.10% Reduce -59.2% 57,284 $5.5M
Modus Advisors, LLC 1.36% Reduce -2.8% 57,231 $5.5M
Perigon Wealth Management, LLC 0.09% Reduce -4.8% 57,093 $5.5M
1900 Wealth Management LLC 0.31% Reduce -0.4% 57,012 $5.5M
CFM Wealth Partners LLC 0.70% Reduce -3.7% 56,808 $5.5M
Arkadios Wealth Advisors 0.08% Reduce -6.2% 56,363 $5.4M
Portfolio Design Labs, LLC 0.89% Reduce -44.4% 56,236 $5.4M
Gateway Wealth Partners, LLC 0.32% Reduce -47.7% 56,096 $5.4M
High Net Worth Advisory Group LLC 1.13% Reduce -1.4% 55,252 $5.3M
Performance Wealth Partners, LLC 0.13% Add +24.5% 55,168 $5.3M
Compton Financial Group, LLC 1.02% New 54,802 $5.3M
WealthBridge Capital Management, LLC 1.04% Reduce -7.3% 54,152 $5.2M
Apollon Financial, LLC 0.62% Add +0.2% 54,022 $5.2M
Apollon Wealth Management, LLC 0.06% Add +6.0% 53,348 $5.1M
Ascent Group, LLC 0.15% Reduce -45.0% 53,081 $5.1M
Invariant Investment Management 2.98% New 51,863 $5.1M
Spectrum Asset Management, Inc. (NB/CA) 1.41% Add +6.7% 52,587 $5.1M
Healthcare of Ontario Pension Plan Trust Fund 0.01% New 52,500 $5.1M
Bokf, NA 0.07% Add +7.7% 51,914 $5.0M
Ameritas Advisory Services, LLC 0.10% Add +75.0% 50,888 $4.9M
Caliber Wealth Management, LLC / KS 0.47% Reduce -0.0% 50,834 $4.9M
Intrust Bank NA 0.36% Reduce -25.7% 50,625 $4.9M
Cornerstone Planning, LLC 1.13% Add +1.4% 50,464 $4.9M
Aureum Wealth Management, LLC 2.99% Add +12.6% 50,047 $4.8M
RHS Financial, LLC 1.94% Add +8.8% 49,931 $4.8M
Tompkins Financial Corp. 0.34% Reduce -5.0% 49,843 $4.8M
Cordatus Wealth Management LLC 1.02% Add +0.0% 48,112 $4.6M
CreativeOne Wealth, LLC 0.10% Reduce -62.6% 47,540 $4.6M
Squarepoint Ops LLC 0.01% Add +236.2% 47,281 $4.6M
Haverford Trust Co 0.04% Reduce -0.1% 46,625 $4.5M
Milestone Investment Advisors LLC 0.97% Reduce -5.1% 46,446 $4.5M
Focus Partners Advisor Solutions, LLC 0.04% Add +1.6% 46,437 $4.5M
Muirfield Wealth Advisors LLC 2.92% Add +3.7% 46,375 $4.5M
Montecito Bank & Trust 0.65% Reduce -5.2% 45,369 $4.4M
Guardian Asset Advisors, LLC 2.01% Add +1504.5% 45,280 $4.4M
Roehl & Yi Investment Advisors, LLC 1.43% Reduce -4.0% 44,935 $4.3M
Round Rock Advisors LLC 0.55% Reduce -2.7% 44,307 $4.3M
Fragasso Financial Advisors Inc 0.23% Reduce -3.5% 44,185 $4.3M
Capital Advisor Network LLC 5.33% Add +4.0% 44,168 $4.3M
Kennedy Investment Group, Inc. 1.44% Reduce -62.2% 44,137 $4.3M
Balyasny Asset Management L.P. 0.01% New 44,126 $4.3M
IFG Advisory, LLC 0.15% Add +2984.3% 43,211 $4.2M
Great Valley Advisor Group, Inc. 0.07% Reduce -4.0% 42,793 $4.1M
Fiduciary Trust Co 0.04% Reduce -3.9% 42,732 $4.1M
Rik Saylor Financial, Inc. 2.73% Reduce -1.4% 42,714 $4.1M
Commerce Bank 0.02% Reduce -2.8% 42,642 $4.1M
Focus Financial Network, Inc. 0.13% Reduce -5.6% 42,476 $4.1M
Trilogy Capital Inc. 0.16% Add +12.7% 42,197 $4.1M
Crestwood Advisors Group, LLC 0.06% Reduce -1.3% 42,051 $4.1M
Cozad Asset Management Inc. 0.26% Reduce -3.0% 41,786 $4.0M
Fidelis Capital Partners, LLC 0.23% Reduce -0.4% 41,734 $4.0M
Kingsview Wealth Management, LLC 0.05% Add +1.6% 41,728 $4.0M
Mandatum Life Insurance Co Ltd 0.74% No change 41,527 $4.0M
Natixis Advisors, LLC 0.00% Add +51.5% 41,290 $4.0M
Keystone Financial Group 0.24% Add +2.2% 41,029 $4.0M
Mullooly Asset Management, Inc. 1.21% Add +5.1% 40,918 $3.9M
McNaughton Wealth Management, LLC 1.40% Reduce -12.7% 40,843 $3.9M
Woodside Wealth Management LLC 2.74% Reduce -1.8% 40,734 $3.9M
Delos Wealth Advisors, LLC 2.02% Add +6.0% 40,661 $3.9M
Corient Private Wealth LP 0.01% Reduce -32.0% 40,485 $3.9M
Arkansas Financial Group, Inc. 0.51% Reduce -2.4% 40,459 $3.9M
Strategic Point Investment Advisors, LLC 0.50% Reduce -2.7% 39,618 $3.8M
Houlihan Financial Resource Group, Ltd. 1.35% Add +1.0% 39,311 $3.8M
Point72 Asset Management 0.01% New 39,222 $3.8M
O'shaughnessy Asset Management, LLC 0.02% Reduce -16.2% 38,935 $3.8M
AE Wealth Management LLC 0.02% Add +5.8% 38,892 $3.8M
Daiwa Securities Group Inc. 0.01% Add +2.4% 38,890 $3.8M
Delta Wealth Advisors LLC 2.66% Add +5.1% 38,573 $3.7M
Farther Finance Advisors, LLC 0.03% Add +1.8% 38,536 $3.7M
First Heartland Consultants, Inc. 0.24% Add +2.1% 38,426 $3.7M
Prime Capital Investment Advisors, LLC 0.04% Add +0.1% 38,256 $3.7M
Weaver Consulting Group 0.75% Reduce -0.8% 38,028 $3.7M
Acorn Wealth Advisors, LLC 0.89% Reduce -4.0% 37,670 $3.6M
Flatrock Wealth Partners LLC 1.42% Add +40.9% 37,500 $3.6M
Kirtland Hills Capital Management, LLC 1.03% Add +7.7% 37,460 $3.6M
Collier Financial 2.47% Add +41886.5% 37,368 $3.6M
Ashton Thomas Private Wealth, LLC 0.08% Add +1.4% 37,338 $3.6M
CGN Advisors LLC 0.26% Reduce -0.2% 37,120 $3.6M
Signature Estate & Investment Advisors LLC 0.06% Reduce -3.8% 36,091 $3.5M
Defined Wealth Management, LLC 1.78% Add +4.9% 35,897 $3.5M
Cardinal Strategic Wealth Guidance 0.78% Reduce -6.1% 35,834 $3.5M
Hobbs Group Advisors, LLC 0.91% Reduce -2.3% 35,788 $3.5M
Strategic Blueprint, LLC 0.17% Reduce -3.7% 35,725 $3.4M
Cora Capital Advisors LLC 0.96% Reduce -0.2% 35,616 $3.4M
Carr Financial Group Corp 0.79% Add +1.3% 35,546 $3.4M
Milestone Asset Management Group, LLC 1.71% Reduce -1.3% 35,282 $3.4M
Quadrature Capital Ltd 0.03% New 35,265 $3.4M
TD Waterhouse Canada Inc. 0.01% Add +19.1% 35,218 $3.4M
Ade, LLC 1.42% Reduce -10.8% 34,868 $3.4M
Petix & Botte Co 0.68% Add +97.2% 34,820 $3.4M
Mutual Advisors, LLC 0.06% Add +23.5% 34,796 $3.4M
Curtis Advisory Group, LLC 0.65% Reduce -41.3% 34,772 $3.4M
Brandywine Oak Private Wealth LLC 0.25% Reduce -1.7% 34,474 $3.3M
Wealth Enhancement Trust Services, Inc. 0.37% Add +22.3% 34,377 $3.3M
Brown Wealth Management, LLC 0.74% Reduce -0.5% 34,327 $3.3M
Reality Financial Planning Services, LLC 3.19% Reduce -8.5% 34,214 $3.3M
Midwest Trust Co 0.04% Add +386.6% 34,214 $3.3M
Harbour Investments, Inc. 0.04% Reduce -5.9% 34,169 $3.3M
Savvy Advisors, Inc. 0.07% Add +21.9% 34,139 $3.3M
Foster Group, Inc. 0.09% Add +1.2% 34,007 $3.3M
Alpine Bank Wealth Management 0.42% Reduce -20.4% 33,958 $3.3M
Fortis Group Advisors, LLC 0.52% Add +131.7% 33,677 $3.2M
M Holdings Securities, Inc. 0.44% Reduce -27.5% 33,573 $3.2M
Diversified Enterprises, LLC 0.15% Reduce -1.8% 33,154 $3.2M
Cyndeo Wealth Partners, LLC 0.15% Reduce -1.4% 32,856 $3.2M
CX Institutional 0.09% Reduce -2.6% 32,841 $3.2M
Orion Porfolio Solutions, LLC 0.02% Reduce -44.3% 32,599 $3.1M
Sugar Maple Asset Management, LLC 2.02% Reduce -6.1% 32,549 $3.1M
MorganRosel Wealth Management, LLC 1.05% Add +10.2% 32,211 $3.1M
Guardian Wealth Advisors, LLC / NC 0.17% Reduce -0.7% 32,037 $3.1M
Cornerstone Wealth Group, LLC 0.18% New 31,966 $3.1M
Johnson Financial Group, Inc. 0.10% Reduce -2.7% 31,908 $3.1M
Tradition Wealth Management, LLC 0.19% Reduce -4.1% 31,864 $3.1M
Syverson Strege & Co 0.67% Reduce -3.8% 31,775 $3.1M
Strategic Investment Advisors / MI 0.19% Add +1.4% 31,773 $3.1M
HHM Wealth Advisors, LLC 0.30% Reduce -23.8% 31,408 $3.0M
Icon Wealth Advisors, LLC 0.18% Add +1.0% 31,310 $3.0M
Enzi Wealth 0.96% Reduce -6.0% 31,160 $3.0M
Investment Partners, LTD. 0.94% Add +0.1% 31,191 $3.0M
Legacy Private Trust Co. 0.17% Add +4.4% 30,776 $3.0M
Nwam LLC 0.15% Add +42.3% 30,637 $3.0M
Capital Investment Advisory Services, LLC 0.18% Reduce -1.1% 30,624 $3.0M
Econ Financial Services Corp 1.37% New 30,454 $2.9M
Perryman Financial Advisory Inc. 0.39% Reduce -6.0% 30,277 $2.9M
NewEdge Wealth, LLC 0.03% Reduce -10.1% 30,255 $2.9M
Marino, Stram & Associates LLC 0.46% Reduce -7.5% 30,140 $2.9M
Tacita Capital Inc 1.57% Reduce -1.5% 30,052 $2.9M
New England Asset Management Inc. 0.35% No change 29,950 $2.9M
ETF Store, Inc. 2.40% Reduce -0.0% 29,727 $2.9M
GGM Financial LLC 1.09% Reduce -2.5% 29,705 $2.9M
Partners Capital Investment Group, LLP 0.10% Add +0.3% 29,558 $2.9M
Empowered Funds, LLC 0.01% Add +11.5% 29,306 $2.8M
Level Four Advisory Services, LLC 0.08% Reduce -1.6% 29,226 $2.8M
Sax Wealth Advisors, LLC 0.11% Add +9.7% 30,362 $2.8M
Sheridan Capital Management, LLC 1.35% Add +9.5% 29,102 $2.8M
BCM Advisors, LLC 0.54% Reduce -1.4% 28,840 $2.8M
Berman McAleer LLC 0.32% Add +0.5% 28,967 $2.8M
Aries Wealth Management 0.55% Reduce -1.4% 28,880 $2.8M
Axxcess Wealth Management, LLC 0.04% New 28,824 $2.8M
Patriot Investment Management Group, Inc. 0.16% Add +0.8% 28,719 $2.8M
Visionary Wealth Advisors 0.11% Reduce -0.1% 28,620 $2.8M
Sherman Wealth Management LLC 2.08% Reduce -7.8% 28,618 $2.8M
River's Edge Wealth Management, LLC 2.42% Add +5.4% 28,645 $2.8M
McMorgan & Co. LLC 0.41% Add +0.2% 28,304 $2.7M
HB Wealth Management, LLC 0.02% Add +33.7% 27,892 $2.7M
Oak Barrel Wealth Advisory LLC 1.19% — 27,874 $2.7M
Hansen & Associates Financial Group, Inc. 1.51% Add +6.1% 26,847 $2.6M
One Wealth Advisors, LLC 0.29% Reduce -8.6% 27,093 $2.6M
Hibernia Wealth Partners, LLC 1.40% Reduce -49.6% 26,758 $2.6M
NorthRock Partners, LLC 0.04% Reduce -11.8% 26,580 $2.6M
Pension & Wealth Management Advisors, Inc. 0.67% Reduce -5.6% 25,842 $2.5M
Blake Schutter Theil Wealth Advisors, LLC 1.68% No change 25,821 $2.5M
Hudson Oak Wealth Advisory LLC 1.91% Add +3.2% 25,623 $2.5M
Per Stirling Capital Management, LLC. 0.23% Reduce -64.5% 25,331 $2.4M
Wealth Management Partners, LLC 0.57% Reduce -5.1% 25,293 $2.4M
Mirae Asset Global Investments Co., Ltd. 0.00% Reduce -44.4% 25,000 $2.4M
Mechanics Bank Trust Department 0.30% Reduce -8.2% 24,984 $2.4M
Whittier Trust Co. 0.02% Reduce -2.0% 24,511 $2.4M
Cary Street Partners Financial LLC 0.05% Reduce -11.1% 24,836 $2.4M
National Bank of Canada 0.00% Add +1.7% 24,732 $2.4M
Sweeney & Michel, LLC 0.62% Add +16.1% 23,609 $2.4M
Santori & Peters, Inc. 0.67% Reduce -0.1% 24,517 $2.4M
Regal Investment Advisors LLC 0.12% Reduce -11.1% 24,147 $2.3M
Accredited Investor Services, LLC 1.29% Reduce -4.7% 23,674 $2.3M
Hicks Capital Management LLC 1.87% Add +0.2% 23,588 $2.3M
Strategic Family Wealth Counselors, L.L.C. 0.53% Add +3.4% 23,557 $2.3M
Signaturefd, LLC 0.03% Reduce -1.4% 23,557 $2.3M
Wealthcare Advisory Partners LLC 0.04% Reduce -9.5% 23,197 $2.2M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Reduce -11.8% 23,160 $2.2M
Magnolia Capital Advisors LLC 0.38% Add +6.8% 23,131 $2.2M
TPG Advisors LLC 1.20% Reduce -0.1% 22,722 $2.2M
CoreCap Advisors, LLC 0.06% Add +2.3% 22,151 $2.1M
Calton & Associates, Inc. 0.31% Reduce -29.5% 22,090 $2.1M
ACT Advisors, LLC. 0.71% Reduce -4.2% 22,088 $2.1M
Lodestar Private Asset Management LLC 0.18% Reduce -8.6% 21,960 $2.1M
Pallas Capital Advisors LLC 0.07% Reduce -0.1% 21,885 $2.1M
Friedenthal Financial 0.97% Add +2.1% 21,703 $2.1M
Almanack Investment Partners, LLC. 0.27% Add +6.9% 21,614 $2.1M
Y-Intercept (Hong Kong) Ltd 0.04% New 21,528 $2.1M
Chilton Investment Co. Inc. 0.05% No change 21,500 $2.1M
Bell Investment Advisors, Inc 0.30% Reduce -45.0% 21,245 $2.0M
Hilltop Partners LLC 0.49% Reduce -1.4% 21,138 $2.0M
Detalus Advisors, LLC 0.39% Reduce -16.6% 20,971 $2.0M
Arcus Capital Partners, LLC 0.82% Reduce -0.3% 20,611 $2.0M
Global Assets Advisory, LLC 0.43% New 20,379 $2.0M
Strategy Asset Managers LLC 0.29% Add +3.6% 20,381 $2.0M
Summit Investment Advisory Services, LLC 0.49% Reduce -13.1% 20,373 $2.0M
Benjamin Edwards Inc. 0.02% Add +8.1% 19,939 $1.9M
XY Planning Network, Inc. 0.24% Reduce -9.4% 19,935 $1.9M
180 Wealth Advisors, LLC 0.19% Reduce -9.7% 19,828 $1.9M
Shepherd Financial Partners LLC 0.16% Reduce -3.0% 19,730 $1.9M
Golden State Wealth Management, LLC 0.17% Reduce -16.6% 19,477 $1.9M
Stephens Inc. 0.02% Reduce -1.7% 19,284 $1.9M
Bernardo Wealth Planning LLC 0.32% Reduce -0.4% 19,216 $1.9M
Robertson Stephens Wealth Management, LLC 0.05% Reduce -0.2% 19,133 $1.8M
Welch & Forbes LLC 0.02% No change 19,116 $1.8M
Diversified Trust Co. 0.03% Reduce -15.3% 18,922 $1.8M
Braeburn Wealth Management LLC 0.78% Reduce -3.2% 18,868 $1.8M
Tanglewood Legacy Advisors, LLC 0.58% Reduce -7.9% 18,787 $1.8M
Selby Wealth Management, LLC 0.64% Reduce -7.2% 18,741 $1.8M
Spire Wealth Management 0.05% Reduce -7.4% 18,647 $1.8M
Verdence Capital Advisors LLC 0.09% Add +36.4% 18,515 $1.8M
Black Diamond Financial, LLC 0.16% No change 18,447 $1.8M
Elevation Point Wealth Partners, LLC 0.03% Add +8.2% 18,389 $1.8M
Centurion Wealth Management LLC 0.42% Reduce -20.9% 18,219 $1.8M
Intellectus Partners, LLC 0.30% Add +0.2% 18,164 $1.8M
Avior Wealth Management, LLC 0.05% Reduce -11.2% 18,117 $1.7M
Kathmere Capital Management, LLC 0.09% Add +6.3% 18,085 $1.7M
GC Wealth Management RIA, LLC 0.10% Reduce -10.3% 18,047 $1.7M
Baring Financial LLC 0.96% Reduce -4.6% 18,012 $1.7M
Insight Wealth Strategies, LLC 0.17% Reduce -8.2% 17,885 $1.7M
Vanguard National Trust Co 0.09% Reduce -3.0% 17,922 $1.7M
Integrity Alliance, Llc. 0.05% Reduce -5.4% 17,876 $1.7M
Retirement Planning Group, LLC 0.04% Reduce -0.8% 17,779 $1.7M
Smartleaf Asset Management LLC 0.06% No change 17,804 $1.7M
Townsend Asset Management Corp. /NC/ 0.55% Add +0.0% 17,727 $1.7M
Simplicity Wealth,LLC 0.06% Add +200.6% 17,697 $1.7M
Thompson David Blair 0.85% Reduce -2.1% 17,668 $1.7M
West Wealth Group, LLC 0.28% Add +6.3% 17,643 $1.7M
PCA Investment Advisory Services Inc. 0.47% Add +1.0% 17,626 $1.7M
Caprock Group, LLC 0.03% Reduce -2.1% 17,581 $1.7M
Forum Private Client Group LLC 0.50% Reduce -4.3% 17,574 $1.7M
Addison Capital Co 0.28% Add +1.9% 17,478 $1.7M
Elevate Wealth Advisory, Inc. 0.95% Reduce -6.3% 17,219 $1.7M
Forvis Mazars Wealth Advisors, LLC 0.03% Reduce -19.1% 17,206 $1.7M
Scotia Capital Inc. 0.01% Add +0.2% 17,100 $1.6M
Keebeck Wealth Management 0.16% Reduce -18.5% 17,027 $1.6M
Tranquilli Financial Advisor LLC 0.88% Reduce -20.3% 16,956 $1.6M
R2 Capital Strategies, LLC 0.74% — 16,884 $1.6M
Mission Wealth Management, LP 0.02% Add +141.1% 16,879 $1.6M
Nest Investments, LLC 1.23% Add +3.1% 16,844 $1.6M
HighPoint Advisor Group LLC 0.06% Reduce -13.0% 16,755 $1.6M
Creekside Partners 0.58% Add +0.1% 16,683 $1.6M
Private Trust Co. NA 0.13% Reduce -6.0% 16,560 $1.6M
Ellis Investment Partners, LLC 0.24% Reduce -0.6% 16,547 $1.6M
Purpose Unlimited Inc. 0.06% Add +8.9% 16,495 $1.6M
Aspire Growth Partners LLC 0.92% Add +0.3% 16,420 $1.6M
Hoese & Co LLP 1.03% Reduce -7.3% 16,393 $1.6M
Vestmark Advisory Solutions, Inc. 0.01% Add +17.4% 16,342 $1.6M
Beam Wealth Advisors, Inc. 0.35% Add +2.5% 16,243 $1.6M
Ballew Advisors, Inc 0.81% Reduce -5.9% 15,926 $1.6M
Roof Eidam Maycock Peralta, LLC 0.31% Reduce -22.5% 16,145 $1.6M
Centric Wealth Management 0.24% No change 16,500 $1.6M
Claro Advisors Inc. 0.16% Add +4.0% 16,120 $1.6M
CCG Wealth Management, LLC 0.36% Reduce -0.5% 15,905 $1.5M
5T Wealth, LLC 0.57% Reduce -3.7% 15,869 $1.5M
GFG Capital, LLC 0.42% No change 15,804 $1.5M
True Blue Financial, LLC 0.64% New 15,802 $1.5M
CIBC Bancorp USA Inc. 0.00% Reduce -2.4% 15,720 $1.5M
Tranquility Partners, LLC 0.52% Reduce -1.0% 15,719 $1.5M
Capital Asset Advisory Services LLC 0.05% Reduce -7.7% 15,686 $1.5M
Saxon Interests, Inc. 0.42% Reduce -2.3% 15,642 $1.5M
Northern Trust Corp. 0.00% Reduce -16.8% 15,619 $1.5M
Insight Inv LLC 0.71% Reduce -10.9% 15,596 $1.5M
Wescott Financial Advisory Group, LLC 0.12% Reduce -1.8% 15,565 $1.5M
Composition Wealth, LLC 0.02% Reduce -9.9% 15,474 $1.5M
Nuveen, LLC 0.00% New 15,446 $1.5M
Smart Money Group LLC 0.38% Reduce -11.1% 15,443 $1.5M
New Insight Wealth Advisors 0.44% Reduce -0.9% 15,421 $1.5M
NWF Advisory Services Inc. 0.14% Reduce -1.5% 15,394 $1.5M
Comprehensive Financial Consultants Institutional, Inc. 0.39% Reduce -2.1% 15,393 $1.5M
Brown Advisory Inc. 0.00% Add +0.6% 15,371 $1.5M
Atlas Legacy Advisors, LLC 0.22% Add +2.7% 15,253 $1.5M
BXM Wealth LLC 0.79% No change 15,124 $1.5M
Peddock Capital Advisors, LLC 0.29% No change 14,874 $1.4M
Southland Equity Partners LLC 0.25% Reduce -0.5% 14,701 $1.4M
Ausdal Financial Partners, Inc. 0.06% Add +12.8% 14,635 $1.4M
Nova R Wealth, Inc. 0.41% Add +0.2% 14,631 $1.4M
Kaydan Wealth Management, Inc. 0.43% Reduce -5.7% 14,547 $1.4M
BCGM Wealth Management, LLC 0.30% Reduce -6.7% 14,542 $1.4M
Salem Investment Counselors Inc. 0.03% Reduce -13.0% 14,518 $1.4M
McDonald Partners LLC 0.34% No change 14,500 $1.4M
Lanark Financial, Inc. 0.09% No change 14,318 $1.4M
Mosaic Family Wealth Partners, LLC 0.09% Reduce -15.8% 14,287 $1.4M
Physician Wealth Advisors, Inc. 0.16% Add +0.3% 14,279 $1.4M
Core Wealth Partners LLC 0.58% New 14,223 $1.4M
CFS Investment Advisory Services, LLC 0.09% Reduce -1.4% 13,994 $1.4M
Perennial Investment Advisors, LLC 0.09% Add +2.6% 14,196 $1.4M
Safeguard Investment Advisory Group, LLC 0.31% Add +4.8% 14,050 $1.4M
Trustmark Bank Trust Department 0.08% Reduce -4.9% 13,794 $1.3M
Jacobi Capital Management LLC 0.07% Add +1.0% 13,786 $1.3M
Yarger Wealth Strategies, LLC 0.47% Add +1.3% 13,525 $1.3M
Centaurus Financial, Inc. 0.05% Reduce -18.8% 13,702 $1.3M
Thoroughbred Financial Services, LLC 0.06% Reduce -9.7% 13,636 $1.3M
Elevation Capital Advisory, LLC 0.50% Reduce -47.0% 13,558 $1.3M
Fiduciary Financial Group, LLC 0.15% Reduce -40.4% 13,470 $1.3M
First Citizens Bank & Trust Co. 0.02% Reduce -33.5% 13,454 $1.3M
ShoreHaven Wealth Partners, LLC 0.41% Reduce -0.8% 13,412 $1.3M
Wealth Management Associates, Inc. 0.35% No change 13,322 $1.3M
Sapient Capital LLC 0.02% Reduce -5.3% 13,253 $1.3M
Leavell Investment Management, Inc. 0.05% Add +12.5% 13,226 $1.3M
Rossby Financial, LCC 0.23% Reduce -11.8% 13,205 $1.3M
Goldstone Financial Group, LLC 0.12% Reduce -0.9% 13,203 $1.3M
Ewa, LLC 0.23% Reduce -13.0% 13,193 $1.3M
QP Wealth Management, LLC 1.80% Add +7.0% 13,081 $1.3M
Advus Financial Partners, LLC 0.28% Add +56.0% 12,999 $1.3M
Smith, Moore & Co. 0.08% Add +2.9% 12,970 $1.3M
Shufro Rose & Co. LLC 0.07% Reduce -4.4% 12,928 $1.2M
Provident Wealth Management, LLC 0.32% Reduce -4.0% 12,907 $1.2M
International Assets Investment Management, LLC 0.07% Reduce -4.0% 12,843 $1.2M
Karras Company, Inc. 1.12% Reduce -0.5% 12,850 $1.2M
JMG Financial Group, Ltd. 0.03% No change 12,847 $1.2M
Wetzel Investment Advisors, Inc. 0.43% Reduce -5.9% 12,811 $1.2M
Tradewinds, LLC. 0.28% New 3,113 $1.2M
Snider Financial Group 0.31% Add +8.3% 12,706 $1.2M
Kestra Private Wealth Services, LLC 0.01% Reduce -10.9% 12,699 $1.2M
Cherry Tree Wealth Management, LLC 0.23% Reduce -4.0% 12,656 $1.2M
NorthCrest Asset Manangement, LLC 0.03% Add +5.1% 12,453 $1.2M
Soltis Investment Advisors LLC 0.07% Add +0.5% 12,585 $1.2M
Kastel Capital Advisors, LLC 0.76% Reduce -58.2% 12,922 $1.2M
Mattern Wealth Management LLC 0.20% Reduce -1.1% 12,372 $1.2M
WT Wealth Management 0.33% Reduce -0.3% 12,346 $1.2M
J.E. Simmons & Co., P.C. 0.67% Add +3.4% 12,291 $1.2M
Oxinas Partners, LLC 0.47% Add +4.1% 12,289 $1.2M
Ergawealth Advisors, Inc. 0.46% Add +0.2% 12,277 $1.2M
Concentrum Wealth Management 0.28% Reduce -8.0% 12,231 $1.2M
CFO4Life Group, LLC 0.16% Add +3.4% 12,176 $1.2M
VERITY Wealth Advisors 0.70% No change 12,102 $1.2M
Keating Financial Advisory Services, Inc. 0.15% Reduce -4.6% 12,090 $1.2M
WCG Wealth Advisors LLC 0.03% Reduce -12.9% 12,084 $1.2M
Beta Wealth Group, Inc. 0.44% Reduce -1.4% 12,026 $1.2M
Guidance Point Advisors, LLC 0.25% Add +4.3% 12,003 $1.2M
Roman Butler Fullerton & Co. 0.28% Reduce -30.2% 11,821 $1.2M
Strait & Sound Wealth Management LLC 0.41% Reduce -1.3% 11,957 $1.2M
Hershey Financial Advisers, LLC 0.83% Reduce -5.6% 11,920 $1.1M
K2 Financial Inc. 0.81% Reduce -1.8% 11,721 $1.1M
Archer Investment Management, LLC 0.39% Add +19.1% 11,857 $1.1M
Armstrong Advisory Group, Inc. 0.07% Add +1.9% 11,814 $1.1M
Goldstein Advisors, LLC 0.10% Reduce -0.0% 11,809 $1.1M
Moors & Cabot, Inc. 0.04% Reduce -2.2% 11,800 $1.1M
PFG Advisors 0.06% Reduce -24.5% 11,781 $1.1M
Chatterton & Associates Inc. 0.67% Add +5.3% 11,599 $1.1M
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.13% Reduce -2.6% 11,698 $1.1M
Lexington Hill Partners, LLC 0.54% Reduce -39.1% 11,563 $1.1M
Keystone Wealth Services, LLC 0.21% Reduce -3.8% 11,554 $1.1M
PMG Wealth Management, Inc. 0.69% No change 11,513 $1.1M
Compass Capital Corp. /Ma/ 0.36% Reduce -8.8% 10,996 $1.1M
Advisory Alpha, LLC 0.03% Reduce -50.3% 11,451 $1.1M
Granite Bay Wealth Management, LLC 0.10% Add +27.6% 11,421 $1.1M
Tiaa-Cref Individual & Institutional Services, LLC 0.00% Add +57.2% 11,418 $1.1M
IRON Financial LLC 0.45% Add +0.1% 11,249 $1.1M
Summit Trail Advisors, LLC 0.01% Reduce -34.4% 11,203 $1.1M
Trek Financial, LLC 0.05% Add +15.1% 11,170 $1.1M
Transcend Capital Advisors, LLC 0.07% Add +4.3% 11,138 $1.1M
Compound Planning, Inc. 0.03% Reduce -9.8% 11,081 $1.1M
Wealthfront Advisers LLC 0.00% Add +61.2% 11,074 $1.1M
Gen-Wealth Partners Inc 0.30% Add +5.0% 11,059 $1.1M
Lincoln Capital LLC 0.19% Reduce -1.3% 10,988 $1.1M
Maia Wealth LLC 0.16% Reduce -16.1% 10,951 $1.1M
Dorsey & Whitney Trust CO LLC 0.05% No change 10,945 $1.1M
Legacy Financial Advisors, Inc. 0.13% Reduce -2.3% 10,797 $1.0M
Trust Point Inc. 0.09% Add +1.7% 10,777 $1.0M
Aspect Partners, LLC 0.39% Add +84.5% 10,699 $1.0M
Bravias Capital Group, LLC 0.61% Reduce -8.8% 10,696 $1.0M
Sage Mountain Advisors LLC 0.06% Reduce -0.7% 10,672 $1.0M
WESPAC Advisors, LLC 0.50% New 10,615 $1.0M
Integrated Advisors Network LLC 0.05% Reduce -18.3% 10,571 $1.0M
Ridgewood Investments LLC 0.38% Reduce -1.1% 10,557 $1.0M
Cardiff Park Advisors, LLC 0.08% Add +0.0% 10,538 $1.0M
Oppenheimer & Co. Inc. 0.01% Add +6.8% 10,527 $1.0M
Inscription Capital, LLC 0.09% Add +0.0% 10,466 $1.0M
Capital Group Private Client Services, Inc. 0.01% New 10,416 $1.0M
Fort Point Capital Partners LLC 0.11% Reduce -2.4% 10,406 $1.0M
JB Capital LLC 0.03% Add +19.1% 10,390 $1.0M
Inspire Advisors, LLC 0.07% Reduce -2.2% 10,362 $1.0M
Sound View Wealth Advisors Group, LLC 0.06% Add +0.0% 10,286 $992K
Advisor Resource Council 0.33% No change 10,199 $984K
Raab & Moskowitz Asset Management LLC 0.20% Add +0.4% 10,147 $979K
Arrowroot Family Office, LLC 0.28% Reduce -6.3% 10,037 $968K
Brighton Jones LLC 0.02% Reduce -35.0% 10,030 $968K
Graves Light Lenhart Wealth, Inc. 0.09% Reduce -6.5% 10,017 $966K
First Citizens Financial Corp 0.40% Add +6.4% 9,904 $955K
Maridea Wealth Management LLC 0.10% Reduce -16.8% 9,896 $955K
Three Magnolias Financial Advisors, LLC 0.53% Reduce -3.6% 9,875 $953K
Hilltop Holdings Inc. 0.08% Add +1.7% 9,869 $952K
C2C Wealth Management, LLC 0.75% Reduce -3.0% 9,865 $952K
GTS Securities LLC 0.02% Reduce -80.8% 9,850 $950K
Avaii Wealth Management, LLC 0.28% Reduce -1.0% 9,808 $946K
Dravo Bay LLC 0.33% Reduce -6.6% 9,806 $946K
Select Asset Management & Trust 0.27% Reduce -29.3% 9,775 $943K
KOM Wealth Management Group, LLC 0.57% Reduce -0.8% 9,775 $943K
Sovran Advisors, LLC 0.07% Reduce -0.3% 9,502 $935K
Tolleson Wealth Management, Inc. 0.13% Reduce -1.2% 9,669 $933K
WFA of San Diego, LLC 0.76% Add +18.0% 9,158 $928K
TBH Global Asset Management, LLC 0.17% Add +1.8% 9,548 $921K
Stephen J. Garry & Associates, LLC 0.67% No change 9,545 $921K
OVERSEA-CHINESE BANKING Corp Ltd 0.02% Reduce -1.6% 9,482 $915K
Schrum Private Wealth Management LLC 0.93% Add +24.0% 10,676 $907K
PTM Wealth Management, LLC 0.41% Reduce -0.6% 9,302 $902K
United Advisor Group, LLC 0.10% Add +10.3% 9,338 $901K
Brown Brothers Harriman & Co. 0.00% Add +14.3% 9,242 $891K
Prosperity Consulting Group, LLC 0.03% Add +0.1% 9,225 $890K
Sachetta, LLC 0.43% Reduce -0.2% 9,209 $888K
LiftPoint Family Wealth Advisors LLC 0.60% Add +4.9% 9,199 $887K
StoneX Group Inc. 0.04% Add +32.7% 9,250 $886K
WealthPlan Investment Management, LLC 0.04% Reduce -0.6% 9,142 $882K
Fiduciary Group, LLC 0.07% No change 9,061 $874K
Veery Capital, LLC 0.23% Add +15.0% 9,007 $869K
Federation des caisses Desjardins du Quebec 0.00% Reduce -9.4% 8,952 $864K
First Financial Bank - Trust Division 0.06% Reduce -6.7% 8,836 $852K
Krilogy Financial LLC 0.03% Reduce -0.2% 8,768 $846K
Everhart Financial Group, Inc. 0.05% Add +0.0% 8,753 $844K
First Business Financial Services, Inc. 0.07% No change 8,694 $839K
First Trust Advisors LP 0.00% Reduce -90.7% 8,678 $837K
Emerald Advisors, LLC 0.11% Reduce -43.8% 8,677 $837K
Pinnacle Wealth Planning Services, Inc. 0.08% Add +0.2% 8,656 $835K
Sensible Money, LLC 0.22% Reduce -0.3% 8,653 $835K
LongView Wealth Management 0.21% Reduce -1.0% 8,652 $835K
Stonebrook Private Inc. 0.15% Add +0.9% 8,631 $833K
Colonial Trust Co / SC 0.11% Add +68.2% 8,627 $832K
Midwest Financial Group LLC 0.29% Reduce -1.0% 8,618 $831K
Liberty Wealth Management LLC 0.10% No change 8,917 $828K
StrongBox Wealth, LLC 0.23% Add +0.3% 8,532 $823K
Financial Sense Advisors, Inc. 0.18% Add +0.2% 8,474 $817K
Asset Dedication, LLC 0.05% No change 8,370 $807K
Florida Trust Wealth Management Co 0.02% No change 8,358 $806K
Mission Creek Capital Partners, Inc. 0.14% Reduce -8.8% 8,312 $802K
ProVise Management Group, LLC 0.05% Reduce -8.8% 8,288 $799K
Prasad Wealth Partners, LLC 0.19% Add +0.2% 8,260 $797K
Kovack Advisors, Inc. 0.04% Reduce -63.1% 8,194 $792K
PFG Investments, LLC 0.03% Add +5.4% 8,162 $787K
17 Capital Partners, LLC 0.36% Add +18.6% 8,157 $787K
Moneta Group Investment Advisors LLC 0.01% Reduce -13.2% 8,145 $786K
Beacon Financial Advisory LLC 0.15% Add +3.5% 8,139 $785K
Milestones Private Investment Advisors LLC 0.62% Reduce -5.9% 8,105 $782K
Neuberger Berman Group LLC 0.00% Add +12.9% 8,089 $780K
Cambria Investment Management, L.P. 0.04% Add +40.7% 8,054 $777K
Bryant Woods Investment Advisors, LLC 0.22% Reduce -1.0% 8,053 $777K
Center For Asset Management LLC 0.34% Reduce -3.0% 8,039 $776K
Post Resch Tallon Group Inc. 0.54% Add +1.9% 8,038 $775K
AIMZ Investment Advisors, LLC 0.21% No change 8,024 $774K
Investment Partners Asset Management, Inc. 0.43% Add +0.0% 8,004 $772K
Wealthspire Advisors, LLC 0.00% Add +14.6% 7,978 $770K
Genesis Private Wealth, LLC 0.22% Reduce -0.2% 7,973 $769K
Cassaday & Co Wealth Management LLC 0.01% Reduce -12.5% 7,882 $760K
EdgeRock Capital LLC 0.17% No change 7,846 $757K
Planning Strategies Inc. 0.47% — 7,776 $750K
Greater Midwest Financial Group, LLC 0.37% Add +0.3% 7,768 $749K
PKS Advisory Services, LLC 0.12% Add +6.7% 7,710 $744K
Belpointe Asset Management LLC 0.02% Add +21.0% 7,691 $742K
West Michigan Advisors, LLC 0.14% Reduce -3.6% 7,674 $740K
Wedbush Securities Inc. 0.02% Reduce -19.8% 7,671 $740K
Chicago Partners Investment Group LLC 0.01% No change 7,678 $738K
Signal Advisors Wealth, LLC 0.04% Reduce -0.1% 7,649 $738K
PDS Planning, Inc 0.04% Reduce -0.9% 7,593 $732K
VestGen Advisors, LLC 0.02% Reduce -6.6% 7,567 $730K
CENTRAL TRUST Co 0.01% No change 7,514 $725K
E&G Advisors, LLC 0.14% No change 7,514 $725K
CLG LLC 0.16% Add +0.1% 7,510 $724K
Arkfeld Wealth Strategies, L.L.C. 0.22% Add +0.9% 7,381 $723K
Twelve Points Wealth Management LLC 0.14% No change 7,408 $715K
Integrated Capital Management, LLC 0.26% Reduce -8.4% 7,386 $712K
Brookwood Investment Group LLC 0.08% Reduce -53.5% 7,347 $709K
Ewing Morris & Co. Investment Partners Ltd. 0.37% Add +2.2% 7,340 $708K
JGP Wealth Management, LLC 0.06% Reduce -1.3% 7,330 $707K
MBE Wealth Management, LLC 0.25% Reduce -8.0% 7,279 $702K
Buck Wealth Strategies, LLC 0.07% New 7,265 $701K
Atlas Private Wealth Advisors 0.15% Reduce -1.8% 7,258 $700K
Valley Forge Investment Consultants Inc. Adv 0.18% No change 7,256 $700K
Advisors Capital Management, LLC 0.01% Reduce -6.1% 7,236 $698K
Bouchey Financial Group, Ltd. 0.04% No change 7,193 $694K
GatePass Capital, LLC 0.27% Add +14.8% 7,173 $692K
Yukon Wealth Management, Inc. 0.20% Add +5.6% 7,098 $685K
Kintra Wealth, LLC 0.04% Add +18.5% 6,753 $685K
Ieq Capital, LLC 0.00% Add +1.0% 7,086 $684K
Alta Wealth Advisors LLC 0.18% Reduce -6.4% 7,070 $682K
Edgestream Partners, L.P. 0.02% Reduce -20.4% 7,058 $681K
Traphagen Investment Advisors LLC 0.05% Add +0.1% 7,028 $678K
Uptick Partners, LLC 0.11% Reduce -10.2% 7,023 $677K
Northwest Financial Advisors 0.09% Reduce -25.1% 7,022 $677K
Heck Capital Advisors, LLC 0.04% Reduce -0.3% 7,019 $677K
Bessemer Group Inc. 0.00% Reduce -15.8% 7,006 $676K
Professional Financial Advisors, LLC 0.12% Add +2.4% 7,007 $676K
Alpha Zero LLC 0.26% Add +112.9% 6,944 $674K
Meridian Wealth Management, LLC 0.02% Add +21.0% 6,991 $674K
Avidian Wealth Enterprises, LLC 0.02% Add +0.5% 6,977 $673K
W Advisors, LLC 0.30% No change 6,953 $671K
Financial Engines Advisors L.L.C. 0.00% Add +62.4% 6,928 $668K
Larson Financial Group LLC 0.02% Add +31.9% 6,919 $667K
DAVENPORT & Co LLC 0.00% Reduce -26.4% 6,919 $667K
Silver Grove Financial Group, Inc. 0.36% Add +10.2% 6,912 $667K
Pathstone Holdings, LLC 0.00% Reduce -79.7% 6,899 $666K
BostonPremier Wealth LLC 0.28% Reduce -4.5% 6,829 $659K
HORAN Wealth, LLC 0.08% Reduce -9.9% 6,812 $657K
Client 1ST Advisory Group, LLC 0.18% Reduce -1.8% 6,800 $656K
Nottingham Advisors, Inc. 0.08% Reduce -0.7% 6,781 $654K
GW Henssler & Associates Ltd. 0.03% Reduce -1.6% 6,769 $653K
Cidel Asset Management Inc. 0.03% No change 6,760 $652K
Patten & Patten Inc. 0.03% No change 6,747 $651K
Vertex Planning Partners, LLC 0.10% Add +2.7% 6,734 $650K
JT Stratford LLC 0.07% Add +3.1% 6,732 $649K
Wealthspire Retirement, LLC 0.04% No change 6,726 $649K
WBH Advisory Inc. 0.04% Reduce -0.7% 6,699 $646K
KERR FINANCIAL PLANNING Corp 0.72% Reduce -2.9% 6,686 $645K
Joel Adams & Associates, Inc. 0.41% Add +3.0% 6,654 $642K
Jeter Robert S II 0.61% Add +1.2% 6,554 $641K
Security Financial Services, INC. 0.09% Reduce -1.0% 6,634 $640K
Advisory Advocates, LLC 0.55% No change 6,607 $637K
Stonehearth Capital Management, LLC 0.22% No change 6,563 $633K
RFG Advisory, LLC 0.01% Add +9.5% 6,538 $631K
Cowa, LLC 0.17% Reduce -65.8% 6,532 $630K
Waddell & Associates, LLC 0.03% No change 6,470 $624K
Banco Santander, S.A. 0.00% Add +86.7% 6,440 $621K
Radnor Capital Management, LLC 0.09% No change 6,434 $621K
Sterling Group Wealth Management, LLC 0.25% Reduce -14.3% 6,418 $619K
Schmidt P J Investment Management Inc. 0.10% Add +9.9% 6,400 $617K
FF Advisors,LLC 0.23% No change 6,394 $617K
QRG Capital Management, Inc. 0.01% Add +25.8% 6,389 $616K
Sovereign Financial Group, Inc. 0.09% Reduce -8.2% 6,332 $611K
Stonebridge Financial Planning Group, LLC 0.19% Reduce -3.1% 6,330 $611K
Summit Wealth Group LLC / Co. 0.05% Add +0.4% 6,220 $600K
Relyea Zuckerberg Hanson LLC 0.05% Add +1.8% 6,213 $599K
Ridgecrest Wealth Partners, LLC 0.29% No change 6,187 $597K
Curi Capital, LLC 0.01% New 6,185 $597K
Venturi Wealth Management, LLC 0.02% No change 6,138 $592K
Headinvest, LLC 0.11% Add +0.2% 6,125 $591K
Ameritas Investment Partners, Inc. 0.02% No change 6,100 $588K
CVA Family Office, LLC 0.05% Add +1.5% 6,074 $586K
Clear Point Advisors Inc. 0.52% New 6,050 $584K
Sfmg, LLC 0.04% No change 6,007 $579K
Exchange Bank 0.36% Reduce -1.6% 6,000 $579K
Becker Capital Management Inc. 0.02% No change 5,981 $577K
PFG Private Wealth Management, LLC 0.25% No change 5,979 $577K
Flputnam Investment Management Co. 0.01% Add +4.4% 5,938 $575K
Barnes Wealth Management Group, Inc 0.27% Add +2.8% 5,946 $574K
4J Wealth Management LLC 0.28% Reduce -5.4% 5,934 $572K
GEM Asset Management, LLC 0.22% No change 5,866 $566K
Laurel Oak Wealth Management, LLC 0.08% Reduce -0.5% 5,830 $562K
Level Wealth Management LLC 0.22% Reduce -2.0% 5,822 $562K
Aventus Investment Advisors, Inc. 0.41% Reduce -9.5% 5,802 $560K
Wealth Alliance, LLC 0.05% Reduce -1.4% 5,780 $558K
Gilpin Wealth Management, LLC 0.39% No change 5,770 $557K
Dara Capital Us, Inc. 0.38% No change 5,749 $555K
Collective Family Office LLC 0.11% No change 5,742 $554K
Regions Financial Corp. 0.00% No change 5,707 $550K
Cornell Pochily Investment Advisors, Inc. 0.15% Reduce -11.6% 5,707 $550K
Jane Street Group, LLC 0.00% New 5,695 $549K
Ledyard National Bank 0.04% Add +16.6% 5,684 $548K
SMART Wealth LLC 0.12% New 5,669 $547K
Brady Martz Wealth Solutions, LLC 0.08% No change 5,664 $546K
New Hampshire Trust 0.10% No change 5,645 $545K
Vista Capital Partners, Inc. 0.05% Reduce -21.0% 5,633 $543K
Mainstream Capital Management LLC 0.33% Reduce -0.0% 5,624 $542K
Everpar Advisors LLC 0.15% Add +21.8% 5,616 $542K
Financial Management Network Inc. 0.08% Add +0.2% 5,604 $541K
Eldridge Investment Advisors, Inc. 0.11% Reduce -3.4% 5,611 $541K
Ballentine Partners, LLC 0.01% New 5,605 $541K
SHP Wealth Management 0.04% Add +2.7% 5,603 $540K
Higgins & Schmidt Wealth Strategies LLC 0.22% No change 5,568 $537K
Forte Asset Management LLC 0.22% No change 5,565 $537K
Webster Bank, N. A. 0.05% Reduce -5.2% 5,523 $533K
Garde Capital, Inc. 0.02% Reduce -11.2% 5,520 $532K
Warner Financial, Inc. 0.16% No change 5,501 $531K
Symphony Financial, Ltd. Co. 0.06% Add +55.3% 5,513 $530K
Castle Rock Wealth Management, LLC 0.10% Reduce -3.3% 5,464 $529K
Wealthgarden F.S. LLC 0.30% Add +1.1% 5,459 $527K
Cypress Wealth Services, LLC 0.06% Reduce -26.2% 5,444 $525K
Agate Pass Investment Management, LLC 0.19% Reduce -6.9% 5,432 $524K
Community Trust & Investment Co. 0.03% No change 5,424 $523K
LifeGoal Investments, LLC 0.24% New 5,420 $523K
Rwa Wealth Partners, LLC 0.01% Reduce -97.8% 5,402 $521K
ONE Advisory Partners, LLC 0.14% Reduce -11.6% 5,380 $519K
Sound Income Strategies, LLC 0.02% Add +111.6% 5,379 $519K
Wesbanco Bank Inc. 0.01% No change 5,362 $517K
Gibson Capital, LLC 0.08% No change 5,346 $516K
Evermay Wealth Management LLC 0.05% No change 5,334 $515K
Whittier Trust Co. of Nevada Inc. 0.01% No change 5,226 $514K
STAR Financial Bank 0.21% No change 5,300 $511K
One Wealth Capital Management, LLC 0.15% Add +36.6% 5,300 $511K
Kingsman Wealth Management, Inc. 0.24% Add +0.3% 5,295 $511K
Concord Wealth Partners 0.06% Reduce -6.9% 5,272 $509K
Galvin, Gaustad & Stein, LLC 0.04% Add +0.3% 5,239 $505K
Pettyjohn, Wood & White, Inc. 0.07% Reduce -1.4% 5,196 $501K
Wiregrass Investment Management LLC 0.34% New 5,195 $501K
Trust Co of the South 0.07% No change 5,195 $501K
LifeSteps Financial, Inc. 0.23% Reduce -10.9% 5,185 $500K
Peapack Gladstone Financial Corp. 0.01% No change 5,187 $500K
Balefire, LLC 0.08% Add +20.2% 5,168 $499K
New Republic Capital, LLC 0.11% Add +0.1% 5,164 $498K
LCNB Corp. 0.15% No change 5,150 $497K
Opulen Financial Group LLC 0.31% Add +0.1% 5,140 $496K
Guidance Capital, Inc. 0.11% No change 5,087 $494K
Briggs Wealth Management, Inc 0.45% No change 5,107 $493K
COFG Advisors, LLC 0.09% Add +0.3% 5,107 $493K
Sage Capital Advisors,llc 0.10% Reduce -1.2% 5,106 $493K
Welch Group, LLC 0.02% No change 5,104 $492K
Glenview Trust Co 0.01% Add +0.3% 5,103 $492K
Flagstar Securities, Inc. 0.15% Add +2.7% 5,080 $490K
Milestone Asset Management, LLC 0.08% Reduce -22.1% 5,062 $488K
Skyline Advisors, Inc. 0.15% Add +8.6% 5,055 $488K
Brown Financial Advisory 0.20% Reduce -21.7% 5,054 $488K
Harborfront Financial Group LLC 1.83% — 5,023 $485K
Berkeley, Inc 0.15% No change 5,012 $483K
BNP Paribas Financial Markets 0.00% Add +31.6% 5,009 $483K
Crabel Capital Management, LLC 0.35% No change 5,000 $482K
Pinnacle Financial Partners, Inc. 0.00% Add +2.4% 4,905 $473K
Venture Visionary Partners LLC 0.01% Add +5.0% 4,902 $473K
Ritholtz Wealth Management 0.01% Reduce -99.4% 4,893 $472K
Columbus Macro, LLC 0.05% Add +3.8% 4,886 $471K
Freestone Capital Holdings, LLC 0.01% Reduce -13.9% 4,859 $469K
Quantbot Technologies LP 0.02% Add +28423.5% 4,849 $468K
Worth Financial Advisory Group, LLC 0.19% New 4,811 $464K
Financial Life Advisors 0.13% Reduce -14.6% 4,787 $462K
Collaborative Wealth Managment Inc. 0.19% New 4,726 $456K
Quadrant Private Wealth Management, LLC 0.10% Reduce -10.1% 4,719 $455K
Oakmont Advisory Group, LLC 0.38% Add +1.1% 4,717 $455K
Avantax Planning Partners, Inc. 0.01% New 4,714 $455K
Quantum Financial Partners LLC 0.23% — 4,700 $453K
Sage Financial Group Inc. 0.03% No change 4,690 $452K
Keystone Financial Group, Inc. 0.24% Add +0.1% 4,689 $452K
First Bank & Trust 0.07% Reduce -3.5% 4,680 $451K
Vanguard Personalized Indexing Management, LLC 0.00% No change 4,668 $450K
Stone House Investment Management, LLC 0.06% Add +13.9% 4,641 $448K
Leonard Rickey Investment Advisors P.L.L.C. 0.07% Reduce -97.3% 4,631 $447K
Virtue Asset Management LLC 0.32% No change 4,624 $446K
Old North State Trust, LLC 0.23% Reduce -11.3% 4,605 $444K
Bayban 0.34% Reduce -4.2% 4,597 $443K
Kelly Financial Services LLC 0.09% Add +9.9% 4,570 $441K
Richardson Financial Services Inc. 0.25% Reduce -0.0% 4,566 $440K
MKT Advisors LLC 0.14% No change 4,460 $439K
Latitude Advisors, LLC 0.17% Add +3.2% 4,547 $439K
Roxbury Financial LLC 0.35% No change 4,547 $439K
TCI Wealth Advisors, Inc. 0.02% No change 4,544 $438K
Stewardship Advisors, LLC 0.09% Add +9.7% 4,540 $438K
Destination Wealth Management 0.01% Reduce -1.9% 4,516 $436K
Invested Advisors 0.38% Add +7.1% 4,504 $434K
Institute for Wealth Management, LLC. 0.04% Reduce -10.3% 4,444 $429K
Atlas Brown,Inc. 0.11% Add +0.8% 4,434 $428K
GAMMA Investing LLC 0.02% No change 4,416 $426K
Independent Advisor Alliance 0.01% Reduce -97.6% 4,412 $426K
Manhattan West Asset Management, LLC 0.07% New 4,390 $423K
Fisher Asset Management 0.00% Add +4.2% 4,384 $423K
Wilmington Savings Fund Society, FSB 0.01% No change 4,368 $421K
Patten Group, Inc. 0.07% Reduce -8.4% 4,343 $419K
Hobart Private Capital, LLC 0.07% Add +3.6% 4,325 $417K
DecisionMap Wealth Management, LLC 0.23% Reduce -12.5% 4,269 $412K
Eq LLC 0.10% Reduce -14.9% 4,267 $412K
Legacy Trust 0.07% No change 4,265 $411K
Hancock Whitney Corp. 0.01% No change 4,261 $411K
Smith Partners Wealth Management, LLC 0.33% Reduce -20.5% 4,250 $410K
Canandaigua National Bank & Trust Co. 0.03% — 4,249 $410K
Summit Global Investments 0.02% Reduce -76.9% 4,240 $409K
Tempo Wealth, LLC 0.06% Reduce -6.4% 4,219 $407K
AdvisorNet Financial, Inc 0.02% Reduce -7.6% 4,207 $406K
Moment Partners, LLC 0.07% Reduce -14.7% 4,172 $402K
Wedmont Private Capital 0.01% Add +15.1% 4,111 $402K
Silverlake Wealth Management LLC 0.08% Reduce -10.8% 4,165 $402K
Five Pine Wealth Management 0.23% Reduce -1.7% 4,158 $401K
Outlook Wealth Advisors, LLC 0.09% Add +1.0% 4,156 $401K
CAP Partners, LLC 0.20% Reduce -3.3% 4,148 $400K
Mosley Wealth Management 0.13% Reduce -70.1% 4,094 $395K
Richmond Investment Services, LLC 0.12% Reduce -51.0% 4,076 $393K
Retirement Wealth Solutions LLC 0.22% Add +73.4% 4,075 $393K
Blue Zone Wealth Advisors, LLC 0.07% Add +0.9% 4,071 $393K
Planning Directions Inc. 0.18% Reduce -14.3% 4,053 $391K
Tennessee Valley Asset Management Partners 0.04% Reduce -29.5% 4,054 $391K
Shelton Capital Management 0.01% Reduce -19.1% 4,047 $390K
Southern Capital Advisors, LLC 0.16% Add +0.3% 4,046 $390K
Harbor Group, Inc. 0.05% Add +0.0% 4,040 $390K
Fortitude Advisory Group L.L.C. 0.15% Add +20.7% 4,033 $389K
Glass Jacobson Investment Advisors llc 0.12% Reduce -28.2% 4,029 $389K
United Bank 0.05% No change 4,018 $388K
Aerodigm Wealth, LLC 0.13% Reduce -16.6% 4,017 $388K
Trust Co. of Vermont 0.01% — 4,015 $387K
Grove Bank & Trust 0.04% No change 4,000 $386K
Ariadne Wealth Management, LP 0.17% No change 3,976 $384K
LS Investment Advisors, LLC 0.05% Reduce -45.9% 3,968 $383K
OMNI 360 Wealth, Inc. 0.18% Reduce -4.7% 3,963 $382K
Empire Life Investments Inc. 0.02% Reduce -70.9% 3,947 $381K
Vanguard Advisers Inc. 0.00% Add +2.1% 3,921 $378K
Saxony Capital Management, LLC 0.17% Reduce -79.8% 3,920 $378K
Thompson Investment Management, Inc. 0.04% No change 3,911 $377K
Maripau Wealth Management LLC 0.13% No change 3,879 $374K
AlphaStar Capital Management, LLC 0.02% Reduce -5.7% 3,875 $374K
KPP Advisory Services LLC 0.05% Reduce -0.3% 3,862 $373K
Tocqueville Asset Management L.P. 0.00% No change 3,854 $372K
46 Peaks LLC 0.23% Reduce -0.4% 3,831 $370K
Mairs & Power Inc. 0.00% Reduce -1.5% 3,826 $369K
LexAurum Advisors, LLC 0.04% Add +5.4% 3,816 $368K
Beacon Financial Group 0.03% Reduce -6.3% 3,813 $368K
Fairview Capital Investment Management, LLC 0.02% Reduce -15.8% 3,810 $368K
Howard Financial Services, LTD. 0.04% New 3,789 $365K
Beaumont Financial Advisors, LLC 0.02% Add +3.8% 3,782 $365K
Shayne & Jacobs, LLC 0.11% No change 3,780 $365K
Clearview Wealth Management LLC 0.23% No change 3,778 $364K
Triton Financial Group Inc 0.21% Reduce -49.7% 3,774 $364K
GenTrust, LLC 0.01% Reduce -13.3% 3,774 $364K
Register Financial Advisors LLC 0.11% Add +0.8% 3,771 $364K
Value Investment Professionals, LLC 0.31% New 3,762 $363K
Joseph Group Capital Management 0.08% Reduce -2.7% 3,731 $360K
Apex Wealth Management, LLC 0.22% Reduce -7.4% 3,724 $359K
1ST Source Bank 0.02% Reduce -16.6% 3,714 $358K
EFG International AG 0.01% Add +30.9% 3,713 $358K
Associated Banc-Corp 0.01% Reduce -5.3% 3,706 $357K
Alan B Lancz & Associates, Inc. 0.31% No change 3,700 $357K
Vantus Wealth LLC 0.19% — 3,683 $355K
Baker Avenue Asset Management, LP 0.01% New 3,653 $352K
Rowlandmiller & Partners.adv 0.06% No change 3,632 $350K
Chancellor Financial Group WB LP 0.22% No change 3,623 $349K
McElhenny Sheffield Capital Management, LLC 0.09% Reduce -0.8% 3,623 $349K
Balance Wealth Partners LLC 0.09% Reduce -28.5% 3,617 $349K
FORM Wealth Advisors, LLC 0.04% Reduce -64.0% 3,607 $348K
Horizon Wealth Management, LLC 0.04% Reduce -28.3% 3,607 $348K
Titiun Yejiel 0.30% No change 3,605 $348K
Stokes Family Office, LLC 0.04% Reduce -9.8% 3,598 $347K
Fermata Advisors, LLC 0.07% Reduce -2.0% 3,586 $346K
Uniting Wealth Partners, LLC 0.07% Add +1.9% 3,585 $346K
WASHINGTON TRUST Co 0.01% No change 3,584 $346K
Obermeyer Wealth Partners 0.01% Reduce -7.9% 3,583 $346K
Phillips Wealth Planners LLC 0.25% Add +1.9% 3,491 $343K
Cascades Capital Asset Management, LLC 0.13% Reduce -4.2% 3,532 $341K
Tsfg, LLC 0.04% Add +13.7% 3,500 $338K
Opus Financial Solutions LLC 0.27% No change 3,456 $333K
Capital Analysts, LLC 0.01% Add +0.6% 3,455 $333K
Sarver Vrooman Wealth Advisors 0.20% Reduce -1.1% 3,406 $333K
TSA Wealth Managment LLC 0.09% Reduce -16.3% 3,444 $332K
Daymark Wealth Partners, LLC 0.01% Add +26.7% 3,436 $331K
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.02% Add +15.1% 3,430 $331K
Insigneo Advisory Services, LLC 0.01% Add +0.1% 3,411 $329K
Sageworth Trust Co of South Dakota 0.20% No change 3,400 $328K
Langley Wealth Management, LLC 0.32% — 3,391 $327K
Oxford Financial Group, LTD. LLC 0.02% No change 3,391 $327K
Smithfield Trust Co 0.01% Reduce -5.8% 3,436 $326K
Polaris Investment Advisors, LLC 0.21% Add +11.9% 3,368 $325K
Greenleaf Trust 0.00% Reduce -1.2% 3,365 $325K
GWN Securities Inc. 0.05% Reduce -4.2% 3,356 $324K
Foguth Wealth Management, LLC. 0.04% No change 3,341 $322K
Sterling Investment Counsel, LLC 0.08% Reduce -0.4% 3,338 $322K
B. Riley Wealth Advisors, Inc. 0.02% Reduce -5.4% 3,334 $321K
Enclave Advisors LLC 0.04% Reduce -20.3% 3,318 $320K
ASL Financial, LLC 0.22% No change 3,287 $317K
Meridian Investment Counsel Inc. 0.07% No change 3,284 $317K
TRUE Private Wealth Advisors 0.03% Add +0.0% 3,283 $317K
Revisor Wealth Management LLC 0.08% No change 3,273 $316K
Fca Corp. 0.08% Add +0.1% 3,272 $316K
SYM FINANCIAL Corp 0.03% Add +5.6% 3,253 $314K
Bison Wealth, LLC 0.03% Reduce -1.5% 3,192 $312K
Colton Groome Financial Advisors, LLC 0.07% Reduce -18.1% 3,194 $308K
Secure Asset Management, LLC 0.04% Reduce -16.4% 3,174 $306K
Betterment LLC 0.00% Add +5.0% 3,175 $306K
WESCAP Management Group, Inc. 0.06% No change 3,163 $305K
Clearwater Capital Advisors, LLC 0.02% Add +2.6% 3,155 $304K
Rockwood Wealth Management, LLC 0.02% No change 3,144 $303K
McKinley Carter Wealth Services, Inc. 0.02% Reduce -22.2% 3,133 $302K
Empower Advisory Group, LLC 0.00% Add +14.6% 3,126 $302K
McCarter Private Wealth Services LLC 0.10% No change 3,123 $301K
Fiduciary Financial Advisors 0.03% New 3,120 $301K
Vision Retirement, LLC 0.07% Add +0.5% 3,106 $300K
Front Row Advisors LLC 0.09% Reduce -4.0% 2,970 $299K
Donaldson Capital Management, LLC 0.01% Reduce -9.4% 3,100 $299K
Mosaic Financial Group, LLC 0.19% Reduce -8.1% 3,100 $299K
CVFG LLC 0.03% Add +11.8% 3,092 $298K
Intrua Financial, LLC 0.03% Reduce -57.1% 3,064 $296K
Blue Bell Private Wealth Management, LLC 0.04% Reduce -2.7% 3,060 $295K
Beacon Capital Management, LLC 0.04% Add +6.4% 3,057 $295K
Fluent Financial, LLC 0.10% No change 3,051 $294K
Balentine LLC 0.01% Reduce -1.7% 3,046 $294K
Archer Investment Corp 0.06% No change 3,041 $293K
Marble Wealth, LLC 0.04% Add +0.2% 3,035 $293K
Successful Portfolios LLC 0.14% Add +3.5% 2,992 $292K
KCM Investment Advisors LLC 0.01% No change 3,020 $291K
Bartlett & Co. Wealth Management LLC 0.00% Reduce -7.0% 3,020 $291K
Burns J W & Co. Inc. 0.03% No change 3,000 $289K
Stratos Wealth Advisors, LLC 0.02% Add +0.1% 2,981 $288K
Silver Oak Securities, Incorporated 0.02% Reduce -62.0% 2,977 $287K
Nautilus Advisors LLC 0.17% No change 2,935 $287K
Noble Wealth Management PBC 0.13% Reduce -1.0% 2,974 $287K
Realta Investment Advisors 0.09% Add +37.4% 2,938 $283K
Aprio Wealth Management, LLC 0.01% Reduce -2.4% 2,922 $282K
Founders Financial Alliance, LLC 0.04% Add +10.2% 2,908 $281K
Vision Capital Management, Inc. 0.03% No change 2,908 $281K
Kickstand Ventures, Llc. 0.05% Add +8.1% 2,904 $280K
Guilbault Capital LLC 0.28% Reduce -9.8% 2,866 $276K
Carl P. Sherr & Co., LLC 0.12% No change 2,865 $276K
Evercore Wealth Management, LLC 0.00% No change 2,864 $276K
Greenwich Wealth Management LLC 0.01% Reduce -10.9% 2,859 $276K
Fiduciary Alliance LLC 0.02% Reduce -9.3% 2,854 $275K
Clarity Financial LLC 0.02% No change 2,843 $274K
Capital Investment Advisors, LLC 0.00% Add +3.1% 2,839 $274K
Grandview Asset Management LLC 0.07% Reduce -12.3% 2,820 $272K
Parsons Capital Management Inc. 0.01% No change 2,807 $271K
LVZ, Inc. 0.03% Reduce -5.0% 2,802 $270K
Proficio Capital Partners LLC 0.01% No change 2,800 $270K
Winthrop Advisory Group LLC 0.02% Add +0.8% 2,799 $270K
OneAscent Wealth Management LLC 0.08% Reduce -1.9% 2,795 $270K
Boston Trust Walden Corp 0.00% No change 2,767 $267K
Ketron Financial 0.08% Reduce -1.9% 2,766 $267K
Perissos Private Wealth Management, LLC 0.18% No change 2,765 $267K
EverSource Wealth Advisors, LLC 0.01% Reduce -11.2% 2,754 $266K
Headlands Technologies LLC 0.03% Reduce -31.3% 2,754 $266K
Rothschild Wealth LLC 0.02% Reduce -6.2% 2,747 $265K
BDFS Capital LLC 0.12% Reduce -0.1% 2,745 $265K
Harbour Capital Advisors, LLC 0.05% No change 2,700 $264K
Coldstream Capital Management Inc. 0.00% Reduce -22.9% 2,736 $264K
First National Trust Co 0.01% Add +15.0% 2,733 $264K
Carson Advisory Inc. 0.12% Reduce -1.0% 2,716 $262K
Optimist Retirement Group LLC 0.10% No change 2,712 $262K
Old National Bancorp 0.01% Reduce -30.5% 2,712 $262K
Wagner Wealth Management, LLC 0.05% Reduce -0.2% 2,705 $261K
Rosenberg Matthew Hamilton 0.05% Reduce -10.1% 2,702 $261K
Fifth Third Wealth Advisors LLC 0.01% Reduce -7.0% 2,696 $260K
Monograph Wealth Advisors, LLC 0.02% No change 2,691 $260K
HMV Wealth Advisors, LLC 0.10% No change 2,681 $259K
PGIM Custom Harvest LLC 0.00% Reduce -2.5% 2,680 $259K
Connecticut Capital Management Group, LLC 0.21% No change 2,680 $259K
Alpha Financial Partners LLC 0.14% Add +0.3% 2,679 $258K
Cahill Financial Advisors Inc. 0.02% Add +0.3% 2,669 $257K
Concord Asset Management, LLC 0.04% Reduce -4.0% 2,669 $257K
Crux Wealth Advisors 0.09% Add +0.3% 2,660 $257K
Connecticut Wealth Management, LLC 0.01% Reduce -18.8% 2,660 $257K
Foster Victor Wealth Advisors, LLC 0.01% No change 2,632 $255K
Storen Legacy Partners, LLC 0.07% No change 2,633 $254K
Lantz Financial LLC 0.05% Reduce -7.7% 2,606 $251K
Purkiss Capital Advisors LLC 0.10% New 2,599 $251K
Unified Investment Management 0.23% Add +0.8% 2,599 $251K
Carter Financial, LLC 0.19% New 2,590 $250K
InTrack Investment Management Inc 0.12% No change 2,585 $249K
Pursuit Wealth Strategies, LLC 0.32% Add +5.6% 2,582 $249K
MLG Wealth Management DBA Pine Grove Financial Group 0.03% Reduce -3.8% 2,599 $249K
Pinnacle Family Advisors, LLC 0.10% Add +1.0% 2,580 $249K
Bridgewater Advisors Inc. 0.01% No change 2,530 $249K
Kestra Investment Management, LLC 0.00% New 2,568 $248K
OpenArc Corporate Advisory, LLC 0.00% No change 2,565 $247K
Nations Financial Group Inc, /Ia/ 0.01% Reduce -97.9% 2,561 $247K
Commonwealth Financial Services, LLC 0.03% Add +1.4% 2,561 $247K
Pinnacle Associates Ltd. 0.00% Add +2.6% 2,553 $246K
Avalon Trust Co 0.02% No change 2,550 $246K
Vista Investment Partners Ii, LLC 0.10% Add +1.5% 2,542 $245K
NCM Capital Management, LLC 0.08% No change 2,539 $245K
Strategic Wealth Partners, Ltd. 0.02% Reduce -2.2% 2,527 $244K
HBW Advisory Services LLC 0.02% Reduce -0.4% 2,526 $244K
CWS Financial Advisors, LLC 0.05% No change 2,518 $243K
Stonebridge Financial Group, LLC 0.02% New 2,511 $242K
Valeo Financial Advisors, LLC 0.01% No change 2,507 $242K
August Group Capital Ltd 0.27% Reduce -19.4% 2,506 $242K
MSH Capital Advisors LLC 0.04% Add +7.8% 2,501 $241K
Steel Grove Capital Advisors, LLC 0.02% Add +0.3% 2,501 $241K
Harpswell Capital Advisors, LLC 0.15% Reduce -37.5% 2,500 $241K
Capital Advantage, Inc. 0.03% Reduce -3.7% 2,500 $241K
Community Bank, N.A. 0.03% No change 2,500 $241K
DHJJ Financial Advisors, Ltd. 0.07% New 2,497 $241K
Integrity Advisory Solutions, LLC 0.02% Add +2.5% 2,495 $241K
Chris Bulman Inc 0.09% Reduce -8.5% 2,484 $240K
Zenith Solutions, Inc. 0.22% — 2,483 $240K
Balboa Wealth Partners 0.03% No change 2,482 $239K
Trademark Financial Management, LLC 0.10% Reduce -22.4% 2,480 $239K
Heritage Wealth Advisors 0.01% Add +1276.7% 2,478 $239K
Trueblood Wealth Management, LLC 0.08% Reduce -0.2% 2,467 $238K
Morey & Quinn Wealth Partners, LLC 0.15% Add +4.8% 2,460 $237K
TFR Capital, LLC. 0.07% Reduce -8.8% 2,459 $237K
Jim Saulnier & Associates, LLC 0.10% Add +0.1% 2,451 $236K
Global Strategic Investment Solutions, LLC 0.02% No change 2,447 $236K
S&T Bank 0.07% No change 2,442 $236K
Beese Fulmer Investment Management, Inc. 0.01% No change 2,442 $236K
Modera Wealth Management, LLC 0.00% Reduce -4.5% 2,420 $233K
Alterna Wealth Management, Inc. 0.13% Reduce -55.5% 2,417 $233K
Clark Capital Management Group, Inc. 0.00% New 2,412 $233K
Moody LYNN Lieberson & Walker, LLC 0.01% No change 2,407 $232K
Pacific Sun Financial Corp 0.10% Add +4.0% 2,392 $231K
Fort Washington Investment Advisors Inc. 0.00% Add +0.8% 2,392 $231K
Frederick Financial Consultants, LLC 0.10% Add +1.7% 2,389 $230K
Stegent Equity Advisors, Inc. 0.16% New 2,386 $230K
Altus Wealth Group LLC 0.08% Reduce -1.6% 2,379 $229K
Painted Porch Advisors LLC 0.10% New 2,375 $229K
Pure Financial Advisors, LLC 0.00% Reduce -22.9% 2,369 $229K
Insight Advisors, LLC/ PA 0.04% Reduce -0.8% 2,368 $228K
Anchor Investment Management, LLC 0.02% Add +18.1% 2,357 $227K
Old North State Wealth Management, LLC 0.10% New 2,355 $227K
Cypress Capital Group 0.02% No change 2,355 $227K
Mma Asset Management LLC 0.07% No change 2,351 $227K
Badgley Phelps Wealth Managers, LLC 0.00% Reduce -11.0% 2,350 $227K
Legacy Solutions, LLC 0.18% No change 2,350 $227K
Total Clarity Wealth Management, Inc. 0.04% New 2,347 $226K
Stage Harbor Financial, LLC 0.13% No change 2,346 $226K
Diesslin Group, Inc. 0.09% New 2,337 $225K
Argent Trust Co 0.01% No change 2,328 $225K
Advisory Solutions Group, LLC 0.08% — 2,320 $224K
Cornerstone Planning Group LLC 0.03% Add +20.1% 2,316 $223K
Range Advisory, LLC 0.03% Add +0.5% 2,306 $222K
McCartney Wealth Management LLC 0.17% Add +0.3% 2,303 $222K
Kelman-Lazarov, Inc. 0.03% No change 2,301 $222K
Continuum Advisory, LLC 0.02% Reduce -28.1% 2,297 $222K
MRA Advisory Group 0.08% No change 2,289 $221K
McAdam, LLC 0.01% Reduce -7.1% 2,283 $220K
Grey Ledge Advisors, LLC 0.04% Reduce -4.5% 2,278 $220K
Edmond DE Rothschild Holding S.A. 0.00% Reduce -41.2% 2,250 $217K
Resurgent Financial Advisors LLC 0.06% New 2,249 $217K
Accretive Wealth Partners, LLC 0.05% Reduce -1.7% 2,242 $216K
Ridgeline Wealth, LLC 0.13% Reduce -6.3% 2,218 $214K
Chokshi & Queen Wealth Advisors, Inc 0.10% Reduce -13.6% 2,216 $214K
WPG Advisers, LLC 0.13% Reduce -0.8% 2,207 $213K
Vima LLC 0.21% — 2,260 $213K
SIMA Wealth Partners, LLC 0.15% No change 2,197 $212K
Horst & Graben Wealth Management LLC 0.03% Reduce -5.6% 2,187 $212K
Glen Eagle Advisors, LLC 0.03% Add +0.1% 2,194 $212K
Cooper/Haims Advisors, LLC 0.09% No change 2,194 $212K
HBK Sorce Advisory LLC 0.00% New 2,121 $211K
Lewis Asset Management, LLC 0.07% New 2,186 $211K
Huntington National Bank 0.00% No change 2,184 $211K
Breakwater Capital Group 0.03% Reduce -7.5% 2,179 $210K
Oakwell Private Wealth Management, LLC 0.03% New 2,177 $210K
Pine Harbor Wealth Management, LLC 0.06% Reduce -25.4% 2,172 $210K
Pacific Point Advisors, LLC 0.10% No change 2,169 $209K
Crew Capital Management, Ltd 0.11% No change 2,166 $209K
Busey Bank 0.01% No change 2,165 $209K
Scott & Selber, Inc. 0.04% Add +0.1% 2,162 $209K
Tortoise Investment Management, LLC 0.02% New 2,147 $207K
Archford Capital Strategies, LLC 0.02% New 2,143 $207K
Absolute Capital Management, LLC 0.05% Reduce -5.3% 2,139 $206K
Shared Vision Wealth Group LLC 0.07% New 2,137 $206K
Brasada Capital Management, LP 0.04% New 2,135 $206K
Baker Ellis Asset Management LLC 0.02% New 2,125 $205K
OneAscent Family Office, LLC 0.10% New 2,124 $205K
Landing Point Financial Group, LLC 0.07% New 2,120 $204K
Gryphon Financial Partners LLC 0.02% New 2,117 $204K
NorthCoast Asset Management LLC 0.00% Reduce -8.0% 2,114 $204K
Principle Wealth Partners LLC 0.01% New 2,112 $204K
Plus Group Wealth Advisors LLC 0.19% Reduce -3.8% 2,106 $203K
Thompson Siegel & Walmsley LLC 0.00% New 2,100 $203K
Medallion Wealth Advisors, LLC 0.06% Add +41.4% 2,304 $203K
Straight Path Wealth Management 0.05% New 2,100 $203K
Westside Investment Management, Inc. 0.03% Reduce -1.8% 2,095 $202K
Fortis Capital Management LLC 0.02% New 2,092 $202K
tru Independence LLC 0.09% New 2,090 $202K
Bond & Devick Financial Network, Inc. 0.05% New 2,090 $202K
Williams Jones Wealth Management, LLC. 0.00% New 2,090 $202K
Ipsen Advisor Group LLC 0.13% New 2,076 $200K
Providence Capital Advisors, LLC 0.03% No change 2,072 $200K
Salomon & Ludwin, LLC 0.02% Reduce -1.2% 2,061 $200K
Blueline Advisors LLC 0.13% No change 1,981 $191K
WealthShield Partners, LLC 0.03% Reduce -39.6% 1,949 $188K
Integrity Financial Corp 0.09% No change 1,942 $187K
Marshall & Sterling Wealth Advisors Inc. 0.11% Reduce -21.1% 1,933 $186K
Lodestone Wealth Management LLC 0.07% Reduce -4.4% 1,925 $186K
Atlantic Private Wealth, LLC 0.11% No change 1,912 $184K
Wells Financial Advisors INC 1.67% Reduce -80.4% 1,862 $180K
NBT Bank, N.A. 0.01% Reduce -38.0% 1,850 $178K
Maryland Capital Advisors Inc. 0.06% — 1,848 $178K
Rothschild Investment LLC 0.01% No change 1,844 $178K
Key Financial Inc 0.03% Add +18.3% 1,820 $176K
Millstone Evans Group, LLC 0.09% Reduce -0.1% 1,780 $172K
IMG Wealth Management, Inc. 0.09% Add +0.6% 1,747 $169K
Cary Street Partners Investment Advisory LLC 0.03% No change 1,711 $165K
Red Reef Advisors LLC 0.15% Add +0.2% 1,704 $164K
Game Plan Financial Advisors, LLC 0.06% New 1,669 $161K
St Germain D J Co. Inc. 0.01% Add +28.4% 1,658 $160K
JFS Wealth Advisors, LLC 0.01% Reduce -31.5% 1,645 $159K
Ogorek Anthony Joseph /NY/ 0.04% Add +0.3% 1,599 $154K
Financial Perspectives, Inc 0.04% Add +1.2% 1,548 $149K
Kayne Anderson Rudnick Investment Management LLC 0.00% No change 1,529 $148K
Citizens National Bank Trust Department 0.02% No change 1,520 $147K
Delta Asset Management LLC 0.01% No change 1,488 $144K
United Community Bank 0.04% Reduce -42.7% 1,475 $142K
Parkside Financial Bank & Trust 0.01% Add +5.3% 1,473 $142K
Wolff Wiese Magana LLC 0.06% No change 1,430 $138K
Signature Resources Capital Management, LLC 0.05% No change 1,421 $137K
Turtle Creek Wealth Advisors, LLC 0.01% No change 1,334 $129K
Washington Trust Advisors, Inc. 0.01% No change 1,300 $125K
Coston, McIsaac & Partners 0.03% No change 1,293 $124K
Creative Financial Designs Inc. 0.01% Reduce -10.8% 1,283 $124K
Harbor Investment Advisory, LLC 0.01% No change 1,265 $122K
Community Financial Services Group, LLC 0.02% New 1,196 $116K
Gill Capital Partners, LLC 0.03% No change 1,200 $116K
Bangor Savings Bank 0.01% Reduce -16.7% 1,164 $112K
Granite FO LLC 0.06% Reduce -82.5% 1,143 $110K
American Capital Advisory, LLC 0.04% No change 1,127 $109K
Angeles Wealth Management, LLC 0.01% No change 1,126 $109K
Caldwell Trust Co 0.01% No change 1,095 $106K
MTM Investment Management, LLC 0.03% Reduce -20.8% 1,088 $105K
First Pacific Financial 0.01% Add +0.4% 1,086 $105K
Walsh & Associates, LLC 0.09% No change 1,085 $105K
JNBA Financial Advisors 0.01% No change 1,082 $104K
Highland Investment Advisors LLC 0.04% — 1,066 $103K
Dunhill Financial, LLC 0.02% No change 1,062 $102K
First Horizon Corp. 0.00% Add +492.0% 1,036 $100K
DT Investment Partners, LLC 0.01% No change 1,000 $96K
MCF Advisors LLC 0.00% Add +0.1% 993 $96K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.03% No change 945 $91K
Hazlett, Burt & Watson, Inc. 0.02% No change 933 $89K
Beaird Harris Wealth Management, LLC 0.01% Add +143.7% 909 $88K
Atlantic Union Bankshares Corp 0.00% No change 895 $86K
Private Wealth Asset Management, LLC 0.01% No change 885 $85K
Hantz Financial Services, Inc. 0.00% Reduce -36.0% 874 $84K
Compass Financial Management LLC 0.01% — 845 $84K
Trust Co. of Toledo NA 0.01% Reduce -55.3% 849 $82K
Brown, Lisle/Cummings, Inc. 0.02% No change 839 $81K
Corsicana & Co. 0.04% No change 835 $81K
Ascentis Wealth Management, LLC 0.01% Reduce -21.6% 824 $80K
Main Street Group, LTD 0.02% No change 826 $80K
American National Bank & Trust 0.01% No change 821 $79K
Synergy Investment Management, LLC 0.02% New 792 $78K
Pinnacle Bancorp, Inc. 0.02% No change 805 $78K
Commonwealth Retirement Investments LLC 0.02% New 804 $78K
Birchwood Financial Partners, Inc. 0.06% Add +0.1% 800 $77K
Tidemark, LLC 0.02% Add +16.3% 791 $76K
Bullock Wealth Management Group 0.03% No change 785 $76K
Family Capital Trust Co 0.02% Reduce -13.4% 769 $74K
Duncker Streett & Co. Inc. 0.01% No change 767 $74K
Westfuller Advisors, LLC 0.03% Add +0.3% 746 $72K
Kingdom Financial Group LLC. 0.02% Reduce -0.5% 745 $72K
Union Savings Bank 0.03% No change 740 $71K
Chapman Financial Group, LLC 0.05% Add +25.6% 735 $71K
Avion Wealth 0.01% No change 726 $70K
Orion Capital Management LLC 0.02% No change 700 $68K
Cornerstone National Bank & Trust Co 0.02% New 685 $66K
Aventura Private Wealth, LLC 0.02% No change 664 $64K
Strategic Wealth Advisors LLC 0.05% Add +16.5% 670 $63K
Cullen/Frost Bankers, Inc. 0.00% New 640 $62K
Ameriflex Group, Inc. 0.03% Add +348.6% 637 $61K
Comprehensive Financial Planning, Inc. 0.03% Add +0.3% 635 $61K
Brooklyn FI, LLC 0.01% New 625 $60K
Minot DeBlois Advisors LLC 0.05% No change 608 $59K
Hyposwiss Advisors SA 0.05% No change 600 $58K
Princeton Global Asset Management LLC 0.01% No change 600 $58K
ESL Trust Services, LLC 0.01% No change 595 $57K
BankPlus Trust Department 0.01% No change 592 $57K
IMA Advisory Services, Inc. 0.00% Add +290.6% 582 $56K
Fourth Dimension Wealth, LLC 0.02% New 571 $55K
YANKCOM Partnership 0.02% No change 541 $52K
Caldwell Sutter Capital, Inc. 0.02% No change 529 $51K
Steigerwald, Gordon & Koch Inc. 0.00% Add +0.4% 516 $50K
Triumph Capital Management 0.01% No change 500 $48K
CNB Bank 0.02% No change 471 $45K
BOK Financial Private Wealth, Inc. 0.00% No change 450 $43K
JDM Financial Group LLC 0.01% No change 435 $42K
Beacon Financial Strategies CORP 0.02% New 430 $42K
Luken Investment Analytics, LLC 0.01% No change 425 $41K
Blue Trust, Inc. 0.00% Add +5.8% 423 $41K
Islay Capital Management, LLC 0.02% New 401 $39K
Napier Financial, LLC 0.01% No change 390 $38K
Elevated Capital Advisors, LLC 0.01% Add +18.9% 365 $35K
Bfsg, LLC 0.00% No change 353 $34K
CrossGen Wealth, LLC 0.03% No change 350 $34K
Arlington Trust Co LLC 0.00% Reduce -48.4% 350 $34K
Entrust Financial LLC 0.02% Add +0.3% 347 $33K
Abound Wealth Management 0.01% Add +3.9% 346 $33K
Valued Wealth Advisors LLC 0.01% No change 340 $33K
Horrell Capital Management, Inc. 0.01% No change 340 $33K
Mark Sheptoff Financial Planning, LLC 0.02% No change 334 $32K
Operose Advisors LLC 0.01% No change 331 $32K
Newton One Investments LLC 0.01% No change 329 $32K
Ankerstar Wealth, LLC 0.03% No change 325 $31K
Manning & Napier Advisors LLC 0.00% No change 318 $31K
Valley Wealth Managers, Inc. 0.00% Add +6240.0% 317 $31K
Plante Moran Financial Advisors, LLC 0.00% Reduce -7.5% 309 $30K
VSM Wealth Advisory, LLC 0.01% Reduce -39.2% 303 $29K
Maseco LLP 0.00% New 300 $29K
MassMutual Private Wealth & Trust, FSB 0.00% Reduce -42.9% 274 $26K
Phillips Financial Management, LLC 0.00% New 272 $26K
Boreal Capital Management LLC 0.02% No change 265 $26K
Frankly Finances, LLC 0.02% No change 262 $25K
Centennial Bank 0.01% No change 258 $25K
Founders Capital Management 0.01% New 254 $25K
JPL Wealth Management, LLC 0.00% Add +46.3% 240 $23K
Byrne Asset Management LLC 0.01% New 226 $22K
Crews Bank & Trust 0.00% Reduce -46.4% 225 $22K
Moisand Fitzgerald Tamayo, LLC 0.00% No change 225 $22K
Reyes Financial Architecture, Inc. 0.01% Reduce -91.3% 224 $22K
Kozak & Associates, Inc. 0.00% No change 223 $22K
Nemes Rush Group LLC 0.00% No change 221 $21K
Financial Consulate, Inc. 0.00% No change 220 $21K
Signature Equity Partners, LLC 0.01% Add +0.5% 218 $21K
Sittner & Nelson, LLC 0.01% No change 216 $21K
Raleigh Capital Management Inc. 0.01% Add +35.0% 216 $21K
Southern Michigan Bank & Trust 0.01% No change 215 $21K
Howe & Rusling Inc. 0.00% No change 213 $21K
LRI Investments, LLC 0.00% Reduce -19.9% 197 $19K
Key Capital Management, INC 0.01% Add +83.0% 194 $19K
Caitlin John, LLC 0.01% No change 189 $18K
Investors Research Corp 0.00% No change 186 $18K
Murphy & Mullick Capital Management Corp 0.01% No change 184 $18K
Bogart Wealth, LLC 0.00% Reduce -23.0% 181 $17K
Wilkerson Advisory Group LLC 0.01% No change 176 $17K
Prestige Wealth Management Group LLC 0.00% No change 172 $17K
Crewe Advisors LLC 0.00% No change 171 $16K
Godfrey Financial Associates, Inc. 0.01% No change 170 $16K
Timbuktu Capital Management, LLC 0.02% — 165 $16K
Copia Wealth Management 0.01% No change 163 $16K
Lloyd Advisory Services, LLC. 0.01% Reduce -78.4% 162 $16K
Nova Wealth Management, Inc. 0.01% Reduce -34.7% 160 $15K
Security National Bank of Sioux City Iowa 0.01% New 158 $15K
NFSG Corp 0.00% No change 156 $15K
Regatta Research & Money Management 0.01% — 139 $13K
RMG Wealth Management LLC 0.00% New 132 $13K
Cape Investment Advisory, Inc. 0.00% New 122 $12K
Decker Retirement Planning Inc. 0.00% No change 117 $11K
Quest 10 Wealth Builders, Inc. 0.01% Reduce -1.7% 115 $11K
Allspring Global Investments Holdings, LLC 0.00% New 112 $11K
Center for Financial Planning, Inc. 0.00% New 110 $11K
Financial Gravity Companies, Inc. 0.00% — 107 $10K
Acima Private Wealth, LLC 0.00% No change 106 $10K
Ritter Daniher Financial Advisory LLC / DE 0.00% No change 106 $10K
Montag A & Associates Inc. 0.00% New 102 $10K
Valley National Advisers Inc. 0.00% No change 91 $9K
Investment Research & Advisory Group, Inc. 0.00% New 90 $9K
MidFirst Bank 0.00% No change 87 $8K
First Bancorp, Inc 0.00% New 86 $8K
Farmers & Merchants Investments Inc. 0.00% No change 85 $8K
City Holding Co. 0.00% No change 81 $8K
Flagship Wealth Advisors, LLC 0.00% New 73 $7K
CGC Financial Services, LLC 0.00% No change 68 $7K
Vermillion Wealth Management, Inc. 0.00% No change 67 $6K
Halbert Hargrove Global Advisors, LLC 0.00% No change 67 $6K
Country Trust Bank 0.00% Add +77.8% 64 $6K
Portfolio Resources Advisor Group, Inc. 0.01% No change 62 $6K
Strive Financial Group ,LLC 0.00% No change 57 $5K
Provenance Wealth Advisors, LLC 0.00% No change 51 $5K
Bay Harbor Wealth Management, LLC 0.00% Add +7.0% 46 $4K
Financial Life Planners 0.00% No change 44 $4K
Virtus Advisers, LLC 0.00% Reduce -19.2% 42 $4K
NorthAvenue LLC 0.00% No change 42 $4K
PlanVest Financial, Inc 0.00% No change 41 $4K
Transamerica Financial Advisors, LLC 0.00% No change 40 $4K
Central Pacific Bank - Trust Division 0.00% No change 40 $4K
Motco 0.00% No change 38 $4K
Foster Dykema Cabot & Partners, LLC 0.00% No change 35 $3K
Costello Asset Management, INC 0.00% No change 34 $3K
1620 Investment Advisors, Inc. 0.00% No change 30 $3K
Montgomery Financial Services LLC 0.00% — 24 $2K
Advocate Investing Services LLC 0.00% New 24 $2K
FWL Investment Management, LLC 0.00% No change 22 $2K
McGuire Capital Advisors Inc. 0.00% No change 21 $2K
Networth Advisors, LLC 0.00% Add +30.8% 17 $2K
Pittenger & Anderson Inc. 0.00% No change 17 $2K
Logan Capital Management Inc. 0.00% — 17 $2K
Quent Capital, LLC 0.00% Reduce -34.6% 17 $2K
Robinswood Financial LLC 0.00% No change 16 $2K
Markowski Investments 0.00% — 15 $1K
Darwin Wealth Management, LLC 0.00% Reduce -75.6% 11 $1K
N.E.W. Advisory Services LLC 0.00% No change 11 $1K
Harbor Capital Advisors, Inc. 0.00% Reduce -100.0% 11 $1K
Prosperity Bancshares Inc 0.00% New 10 $965
Atwood & Palmer Inc. 0.00% New 10 $965
Creative Capital Management Investments LLC 0.00% No change 6 $579
HM Payson & Co. 0.00% No change 5 $483
Spurstone Advisory Services, LLC 0.01% New 4 $388
Rachor Investment Advisory Services, LLC 0.00% No change 3 $292

"% 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.