iShares Russell 1000 ETFIWBETF
13F holders, Q1 2024 (March 31)1,224holders
5famous investors
$287.16avg. 13F price*
At the end of Q1 2024, 1,224 institutions reported holding iShares Russell 1000 ETF (IWB) in their 13F filings. The largest holders were FMR LLC ($2.9B), Jones Financial Companies LLLP ($2.5B) and Envestnet Asset Management Inc. ($1.4B). 5 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- iShares Russell 1000 ETF
- CUSIP
- 464287622
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 91 | $172.6M |
| Exits | 70 | $176.2M |
Ownership 1,224 holders
| FMR LLC | 0.20% | Reduce -2.0% | 10,237,102 | $2.9B |
| Jones Financial Companies LLLP | 3.36% | Add +2.1% | 8,558,783 | $2.5B |
| Envestnet Asset Management Inc. | 0.52% | Add +6.5% | 4,805,388 | $1.4B |
| BlackRock Inc. | 0.03% | Add +10.0% | 4,417,203 | $1.3B |
| Bank of America Corp. | 0.10% | Reduce -4.5% | 3,597,457 | $1.0B |
| M&T Bank Corp | 3.22% | Add +8.6% | 3,208,094 | $924.0M |
| Morgan Stanley | 0.06% | Add +15.9% | 2,738,825 | $788.9M |
| Northern Trust Corp. | 0.14% | Reduce -0.6% | 2,724,460 | $784.7M |
| Goldman Sachs Group Inc. | 0.16% | Add +27.0% | 2,597,221 | $748.1M |
| PNC Financial Services Group, Inc. | 0.50% | Reduce -2.2% | 2,500,311 | $720.2M |
| LPL Financial LLC | 0.36% | Add +2.5% | 2,312,052 | $665.9M |
| Millburn Ridgefield LLC | 12.34% | No change | 1,547,720 | $445.8M |
| Catalyst Capital Advisors LLC | 10.73% | No change | 1,547,720 | $445.8M |
| JPMorgan Chase & Co. | 0.04% | Reduce -13.9% | 1,502,556 | $432.8M |
| Wells Fargo & Company | 0.11% | Add +0.7% | 1,437,637 | $414.1M |
| UBS Group AG | 0.12% | Add +37.1% | 1,304,195 | $375.6M |
| Northwestern Mutual Wealth Management Co. | 0.37% | Reduce -2.8% | 1,261,043 | $363.2M |
| Johnson Investment Counsel Inc. | 3.91% | Add +2.0% | 1,250,735 | $360.2M |
| Bokf, NA | 6.06% | Add +2.1% | 1,157,687 | $332.7M |
| Pathstone Holdings, LLC | 1.57% | Reduce -0.5% | 1,153,226 | $332.2M |
| Daido Life Insurance Co. | 34.36% | No change | 1,130,398 | $325.6M |
| Captrust Financial Advisors | 1.02% | Add +17.6% | 968,007 | $278.8M |
| Mercer Global Advisors Inc. | 0.67% | Reduce -0.5% | 813,474 | $234.5M |
| National Mutual Insurance Federation of Agricultural Cooperatives | 2.41% | No change | 791,000 | $227.8M |
| Legacy Wealth Management, LLC | 16.75% | Reduce -1.1% | 788,792 | $227.2M |
| Focus Partners Wealth | 1.81% | Add +24.3% | 773,651 | $222.8M |
| CHURCHILL MANAGEMENT Corp | 2.70% | Reduce -1.7% | 751,356 | $216.4M |
| Rhumbline Advisers | 0.20% | Reduce -0.8% | 739,207 | $212.9M |
| Tiaa Trust, National Association | 0.62% | Add +2.9% | 707,763 | $203.9M |
| Capstone Financial Advisors, Inc. | 13.57% | Reduce -0.8% | 701,251 | $202.0M |
| Comerica Bank | 0.85% | Reduce -4.9% | 683,658 | $196.9M |
| Creative Planning | 0.22% | Reduce -0.4% | 677,248 | $195.1M |
| Cerity Partners LLC | 0.51% | Reduce -4.0% | 676,854 | $195.0M |
| US Bancorp \de | 0.24% | Reduce -0.4% | 595,404 | $171.5M |
| Red Cedar Investment Management, LLC | 20.94% | Add +1.0% | 582,727 | $167.8M |
| Empower Advisory Group, LLC | 0.59% | Reduce -4.2% | 544,523 | $156.8M |
| HighTower Advisors, LLC | 0.24% | Reduce -4.2% | 509,586 | $146.8M |
| Mariner, LLC | 0.30% | Reduce -0.8% | 505,081 | $145.5M |
| Ameriprise Financial Inc. | 0.04% | Reduce -0.7% | 498,759 | $143.7M |
| Halbert Hargrove Global Advisors, LLC | 8.75% | Add +0.1% | 458,391 | $132.0M |
| Raymond James Financial Services Advisors, Inc. | 0.18% | Add +19.7% | 418,574 | $120.6M |
| Fifth Third Bancorp | 0.47% | Reduce -1.8% | 416,001 | $119.8M |
| Truist Financial Corp. | 0.18% | Reduce -14.3% | 406,292 | $117.0M |
| CIBC Private Wealth Group LLC | 0.22% | Reduce -9.3% | 397,386 | $114.2M |
| MPS Loria Financial Planners, LLC | 37.35% | Add +5.9% | 386,122 | $111.2M |
| Royal Bank of Canada | 0.03% | Reduce -47.2% | 381,781 | $110.0M |
| HSBC Holdings PLC | 0.08% | Add +0.2% | 374,525 | $107.9M |
| Waverly Advisors, LLC | 2.45% | Add +6.7% | 360,850 | $103.9M |
| Geisinger Health | 28.79% | Add +292.6% | 609,975 | $103.3M |
| Arbor Investment Advisors, LLC | 15.03% | Reduce -0.5% | 356,500 | $102.7M |
| Schroder Investment Management Group | 0.12% | Reduce -19.6% | 345,208 | $99.4M |
| Wealth Enhancement Advisory Services, LLC | 0.23% | Reduce -2.2% | 302,066 | $87.0M |
| Bank of Montreal | 0.03% | Reduce -1.5% | 286,061 | $82.5M |
| Cetera Investment Advisers | 0.19% | Add +198.8% | 272,822 | $78.6M |
| AMG National Trust Bank | 2.18% | Reduce -0.9% | 258,718 | $74.5M |
| Winthrop Advisory Group LLC | 10.62% | Add +392.0% | 254,787 | $73.4M |
| Baird Financial Group, Inc. | 0.15% | Reduce -2.2% | 242,188 | $69.8M |
| BOK Financial Private Wealth, Inc. | 5.04% | Reduce -2.9% | 235,149 | $67.7M |
| Ballentine Partners, LLC | 1.28% | Add +0.5% | 233,387 | $67.2M |
| JFS Wealth Advisors, LLC | 5.17% | Reduce -2.6% | 225,936 | $65.1M |
| Parkside Advisors LLC | 16.74% | Reduce -0.9% | 225,853 | $65.1M |
| McKinley Carter Wealth Services, Inc. | 4.31% | Add +1.3% | 223,589 | $64.4M |
| Two Sigma Investments, LP | 0.16% | Reduce -2.0% | 215,800 | $62.2M |
| Lake Street Advisors Group, LLC | 2.88% | Reduce -0.1% | 213,629 | $61.5M |
| WASHINGTON TRUST Co | 2.20% | Reduce -3.6% | 207,764 | $59.8M |
| Obsidian Cio, LLC | 14.58% | Add +0.9% | 205,540 | $59.2M |
| Envestnet Portfolio Solutions, Inc. | 0.22% | Reduce -16.2% | 202,124 | $58.2M |
| Commonwealth Equity Services, LLC | 0.09% | Add +2.9% | 196,399 | $56.6M |
| EPIQ Capital Group, LLC | 22.03% | Add +3.1% | 192,113 | $55.3M |
| Bank of New York Mellon Corp | 0.01% | Reduce -4.8% | 185,242 | $53.4M |
| Stifel Financial Corp. | 0.06% | Add +3.2% | 182,117 | $52.5M |
| Brighton Jones LLC | 1.89% | Reduce -0.4% | 181,603 | $52.3M |
| Jordan Park Group LLC | 3.22% | Add +20.4% | 175,757 | $50.6M |
| Raymond James & Associates | 0.03% | Reduce -24.0% | 167,770 | $48.3M |
| Corient Private Wealth LP | 0.08% | Reduce -0.3% | 165,506 | $47.7M |
| Principal Securities, Inc. | 1.47% | Add +32.3% | 163,495 | $47.1M |
| Johns Hopkins University | 1.81% | New | 161,370 | $46.5M |
| State of Wisconsin Investment Board | 0.12% | Reduce -56.2% | 160,500 | $46.2M |
| MML Investors Services, LLC | 0.19% | Reduce -2.0% | 159,930 | $46.1M |
| Cambridge Investment Research Advisors, Inc. | 0.18% | Add +17.8% | 159,817 | $46.0M |
| NorthCoast Asset Management LLC | 0.58% | New | 157,122 | $45.3M |
| HBC Financial Services, PLLC | 30.19% | Reduce -1.9% | 161,681 | $44.5M |
| Equitable Holdings, Inc. | 0.49% | Add +0.0% | 151,281 | $43.6M |
| Brown Advisory Inc. | 0.06% | Reduce -0.1% | 145,758 | $42.0M |
| Conservest Capital Advisors, Inc. | 4.20% | Reduce -0.1% | 142,801 | $41.1M |
| Choreo, LLC | 1.05% | Reduce -6.9% | 142,180 | $41.0M |
| Osaic Holdings, Inc. | 0.09% | Reduce -74.1% | 142,106 | $40.9M |
| St. Louis Trust Co | 6.20% | Reduce -0.1% | 138,702 | $39.7M |
| Single Point Partners, LLC | 8.95% | Reduce -0.2% | 133,748 | $38.5M |
| US Financial Advisors, LLC | 13.06% | Add +0.9% | 130,894 | $37.7M |
| Keel Point, LLC | 3.90% | Add +1.5% | 130,820 | $37.7M |
| DT Investment Partners, LLC | 3.73% | Add +0.8% | 127,994 | $36.9M |
| Brewster Financial Planning LLC | 31.14% | Reduce -2.4% | 125,692 | $36.2M |
| Commerce Bank | 0.24% | Add +1.3% | 125,504 | $36.1M |
| Beacon Pointe Advisors, LLC | 0.38% | Add +3.0% | 119,400 | $34.4M |
| American Financial Advisors, LLC | 4.81% | Add +1.0% | 118,436 | $34.1M |
| Franklin, Parlapiano, Turner & Welch, LLC | 9.09% | Reduce -1.6% | 114,843 | $33.1M |
| Two Sigma Advisers, LP | 0.08% | Add +12.5% | 114,500 | $33.0M |
| Busey Bank | 1.17% | Reduce -1.6% | 114,101 | $32.9M |
| Sigma Investment Counselors Inc. | 2.11% | Reduce -0.9% | 113,833 | $32.8M |
| NewEdge Advisors, LLC | 0.29% | Add +9.4% | 113,663 | $32.7M |
| Sachem Hill LLC | 7.54% | Add +0.2% | 111,585 | $32.1M |
| Financial Management Professionals, Inc. | 4.61% | Reduce -0.5% | 108,702 | $31.3M |
| NorthRock Partners, LLC | 1.20% | Reduce -2.3% | 108,586 | $31.3M |
| Whittier Trust Co. | 0.45% | Add +18.6% | 107,593 | $31.0M |
| RTD Financial Advisors, Inc. | 4.08% | Reduce -1.3% | 105,359 | $30.3M |
| Ieq Capital, LLC | 0.43% | Add +3.0% | 104,811 | $30.2M |
| Montag A & Associates Inc. | 1.50% | Reduce -0.5% | 104,130 | $30.0M |
| Whittier Trust Co. of Nevada Inc. | 0.85% | No change | 102,540 | $29.5M |
| Wescott Financial Advisory Group, LLC | 3.65% | Reduce -4.9% | 101,808 | $29.3M |
| Robertson Stephens Wealth Management, LLC | 1.60% | Add +3.6% | 101,060 | $29.1M |
| Hoge Financial Services, LLC | 23.35% | Add +15.4% | 99,292 | $28.6M |
| Rockefeller Capital Management L.P. | 0.08% | Add +3.2% | 99,043 | $28.5M |
| Kestra Advisory Services, LLC | 0.19% | Add +1.2% | 95,809 | $27.6M |
| Buckingham Strategic Wealth, LLC | 0.28% | Add +0.9% | 92,500 | $26.6M |
| TFO Wealth Partners, LLC | 5.07% | Add +0.3% | 90,720 | $26.1M |
| Gray Private Wealth, LLC | 17.14% | — | 90,388 | $26.0M |
| Parker Investment Management, LLC | 4.38% | No change | 87,954 | $25.3M |
| Legacy Advisors, LLC | 3.19% | Reduce -0.1% | 87,610 | $25.2M |
| JT Stratford LLC | 4.98% | Add +5.5% | 86,591 | $24.9M |
| BTC Capital Management, Inc. | 2.24% | — | 84,911 | $24.5M |
| Opus Capital Group, LLC | 3.46% | Reduce -1.1% | 82,297 | $23.7M |
| Act Wealth Management, LLC | 11.94% | Add +0.9% | 82,218 | $23.7M |
| XML Financial, LLC | 2.41% | Add +0.9% | 81,786 | $23.6M |
| Blair William & Co. | 0.07% | Reduce -17.0% | 80,848 | $23.3M |
| Citadel Advisors | 0.02% | Reduce -19.8% | 80,042 | $23.1M |
| Sequoia Financial Advisors, LLC | 0.27% | Reduce -2.9% | 76,463 | $22.0M |
| Allen Investment Management, LLC | 0.27% | Add +0.1% | 75,756 | $21.8M |
| MAI Capital Management | 0.23% | Add +24.5% | 75,608 | $21.8M |
| FineMark National Bank & Trust | 0.79% | Add +0.0% | 74,159 | $21.4M |
| Prime Capital Investment Advisors, LLC | 0.29% | Add +387.2% | 73,306 | $21.1M |
| Pitcairn Co. | 1.37% | Add +10.6% | 73,254 | $21.1M |
| Stephens Inc. | 0.33% | Add +1.0% | 72,812 | $21.0M |
| Sachetta, LLC | 9.79% | No change | 78,663 | $20.6M |
| Aspiriant, LLC | 0.81% | Reduce -0.3% | 68,115 | $19.6M |
| Coldstream Capital Management Inc. | 0.50% | Reduce -4.6% | 67,770 | $19.5M |
| Modera Wealth Management, LLC | 0.30% | Add +0.2% | 67,363 | $19.4M |
| Paragon Capital Management LLC | 10.42% | Reduce -1.6% | 67,136 | $19.3M |
| Centerpoint Advisors, LLC | 7.07% | Reduce -2.4% | 65,494 | $18.9M |
| Boston Financial Mangement LLC | 0.58% | Reduce -2.8% | 63,474 | $18.3M |
| Copperwynd Financial, LLC | 6.50% | Add +3.2% | 62,756 | $18.1M |
| Austin Private Wealth, LLC | 2.05% | Reduce -2.5% | 62,356 | $17.8M |
| Glenmede Trust Co. NA | 0.09% | Add +9.8% | 61,798 | $17.8M |
| CM Wealth Advisors LLC | 5.08% | Add +123.6% | 62,532 | $17.8M |
| Private Ocean, LLC | 1.86% | Reduce -0.0% | 60,898 | $17.5M |
| Trust Point Inc. | 1.37% | Reduce -1.2% | 60,403 | $17.4M |
| Moneta Group Investment Advisors LLC | 0.28% | Add +0.5% | 60,003 | $17.3M |
| Legal & General Group Plc | 0.00% | Reduce -22.2% | 59,525 | $17.1M |
| Badgley Phelps Wealth Managers, LLC | 0.43% | Reduce -0.8% | 59,492 | $17.1M |
| Johnson Financial Group, Inc. | 0.92% | Reduce -11.6% | 59,202 | $17.1M |
| Trust Co | 2.22% | Reduce -6.4% | 58,776 | $16.9M |
| Davis R M Inc. | 0.35% | Reduce -5.4% | 57,892 | $16.7M |
| Thrivent Financial for Lutherans | 0.03% | Reduce -25.4% | 57,676 | $16.6M |
| Integrated Wealth Concepts LLC | 0.24% | Reduce -0.6% | 57,334 | $16.5M |
| Auxano Advisors, LLC | 4.75% | Reduce -0.2% | 56,683 | $16.3M |
| Fsa Wealth Partners, Inc. | 4.03% | Add +0.7% | 56,215 | $16.2M |
| UMB Bank, n.a. | 0.25% | Reduce -0.4% | 55,262 | $15.9M |
| Wealthfront Advisers LLC | 0.06% | Add +3.6% | 55,257 | $15.9M |
| OneDigital Investment Advisors LLC | 0.25% | Add +9.8% | 54,626 | $15.7M |
| Perigon Wealth Management, LLC | 0.48% | Reduce -0.0% | 54,553 | $15.7M |
| Chartist Inc. | 8.04% | Reduce -1.9% | 54,443 | $15.7M |
| Curi Capital, LLC | 0.36% | Add +15.9% | 54,009 | $15.6M |
| Twin Focus Capital Partners, LLC | 2.94% | Add +1.6% | 53,669 | $15.5M |
| Evercore Wealth Management, LLC | 0.24% | Reduce -0.0% | 52,997 | $15.3M |
| Cwm, LLC | 0.07% | Add +4.8% | 50,609 | $14.6M |
| Tortoise Investment Management, LLC | 1.77% | Reduce -0.3% | 50,497 | $14.5M |
| 1900 Wealth Management LLC | 1.31% | Reduce -25.0% | 49,845 | $14.4M |
| Orion Porfolio Solutions, LLC | 0.15% | Reduce -43.1% | 48,723 | $14.0M |
| Orion Portfolio Solutions, LLC | 0.15% | Reduce -43.1% | 48,723 | $14.0M |
| Bordeaux Wealth Advisors LLC | 4.66% | Reduce -1.0% | 48,639 | $14.0M |
| InterOcean Capital Group, LLC | 0.33% | Add +15.9% | 48,108 | $13.9M |
| Glassman Wealth Services | 2.77% | Reduce -0.1% | 47,552 | $13.7M |
| Simplicity Wealth,LLC | 0.32% | New | 46,903 | $13.5M |
| Cresset Asset Management, LLC | 0.07% | Add +24.7% | 46,712 | $13.5M |
| ML & R Wealth Management LLC | 3.04% | Reduce -0.6% | 45,930 | $13.2M |
| Centennial Bank | 6.74% | Add +31.4% | 45,734 | $13.2M |
| Bleakley Financial Group, LLC | 0.38% | Add +1.8% | 45,664 | $13.2M |
| Nixon Peabody Trust Co. | 1.18% | New | 44,715 | $12.9M |
| AlTi Global, Inc. | 0.36% | Add +0.1% | 44,675 | $12.9M |
| ETF Portfolio Partners, Inc. | 4.04% | Reduce -68.5% | 44,254 | $12.7M |
| Neuberger Berman Group LLC | 0.01% | Reduce -13.8% | 44,102 | $12.7M |
| Rice Partnership, LLC | 2.97% | Reduce -3.1% | 43,742 | $12.6M |
| Savant Capital, LLC | 0.14% | Reduce -1.2% | 43,581 | $12.6M |
| Bessemer Group Inc. | 0.02% | Add +17.4% | 43,173 | $12.4M |
| Glenview Trust Co | 0.27% | Reduce -1.8% | 42,866 | $12.3M |
| Graves Light Lenhart Wealth, Inc. | 1.42% | No change | 42,620 | $12.3M |
| Latigo Investments, LLC | 6.28% | No change | 42,556 | $12.3M |
| Private Advisor Group, LLC | 0.09% | Reduce -65.5% | 42,553 | $12.3M |
| Clearstead Advisors, LLC | 0.60% | Reduce -5.4% | 42,388 | $12.1M |
| New England Private Wealth Advisors LLC | 2.13% | Add +0.3% | 42,096 | $12.1M |
| Laird Norton Wetherby Trust Company, LLC | 1.64% | Reduce -14.7% | 41,992 | $12.1M |
| Wealthspire Advisors, LLC | 0.16% | Reduce -0.3% | 40,922 | $11.8M |
| Campbell Wealth Management | 1.14% | Add +0.7% | 39,862 | $11.5M |
| Jaffetilchin Investment Partners, LLC | 1.02% | Add +0.2% | 39,498 | $11.4M |
| Clarius Group, LLC | 0.78% | No change | 39,400 | $11.3M |
| Campion Asset Management | 8.55% | Reduce -4.2% | 38,374 | $11.1M |
| Bradley Foster & Sargent Inc. | 0.20% | Reduce -0.5% | 38,351 | $11.0M |
| JMG Financial Group, Ltd. | 0.42% | Reduce -1.8% | 37,907 | $10.9M |
| Bartlett & Co. Wealth Management LLC | 0.17% | Reduce -0.7% | 37,441 | $10.8M |
| Journey Strategic Wealth LLC | 0.47% | Reduce -0.0% | 36,577 | $10.5M |
| Summit Wealth Partners, LLC | 2.24% | Add +6.0% | 36,490 | $10.5M |
| Advance Capital Management, Inc. | 0.73% | Add +2.6% | 36,461 | $10.5M |
| Brown Financial Advisory | 8.14% | Reduce -6.8% | 36,384 | $10.5M |
| Stratos Wealth Partners, LTD. | 0.17% | Reduce -5.2% | 36,182 | $10.4M |
| Oxford Financial Group, LTD. LLC | 0.72% | Reduce -11.9% | 36,018 | $10.4M |
| Atria Wealth Solutions, Inc. | 0.12% | Add +15.1% | 35,657 | $10.3M |
| Hall Kathryn A. | 2.35% | No change | 35,305 | $10.2M |
| Janney Montgomery Scott LLC | 0.03% | Add +20.1% | 35,241 | $10.2M |
| Prudential Financial Inc. | 0.01% | Reduce -2.0% | 34,802 | $10.0M |
| Heritage Investment Group, Inc. | 1.35% | Reduce -2.4% | 34,431 | $9.9M |
| YHB Investment Advisors, Inc. | 0.86% | Add +3.6% | 33,638 | $9.7M |
| Hamilton Capital, LLC | 0.70% | Reduce -1.1% | 32,430 | $9.3M |
| Spire Wealth Management | 0.17% | Reduce -15.7% | 32,336 | $9.3M |
| NewSquare Capital LLC | 0.82% | Add +2.9% | 32,323 | $9.3M |
| Silvercrest Asset Management Group LLC | 0.06% | Reduce -2.2% | 31,675 | $9.1M |
| Omega Financial Group, LLC | 3.69% | Reduce -3.5% | 31,323 | $9.0M |
| FinTrust Capital Advisors, LLC | 1.73% | Add +14.5% | 31,161 | $9.0M |
| Aptus Capital Advisors, LLC | 0.19% | Add +3790.2% | 30,966 | $8.9M |
| Sandy Spring Bank | 0.40% | Reduce -2.0% | 30,791 | $8.9M |
| HBK Sorce Advisory LLC | 0.31% | Reduce -1.3% | 30,460 | $8.8M |
| Ausdal Financial Partners, Inc. | 1.02% | Reduce -5.1% | 30,356 | $8.7M |
| Smith Chas P & Associates Pa Cpas | 0.53% | New | 30,342 | $8.7M |
| Parkside Financial Bank & Trust | 1.40% | Reduce -1.7% | 30,136 | $8.7M |
| Wealthcare Advisory Partners LLC | 0.28% | Reduce -0.0% | 30,044 | $8.7M |
| Cornerstone Wealth Group, LLC | 0.80% | New | 29,911 | $8.6M |
| Firestone Capital Management | 2.39% | Add +0.1% | 29,769 | $8.6M |
| American National Bank & Trust | 1.14% | No change | 29,760 | $8.6M |
| Fiduciary Counselling Inc. | 23.00% | No change | 29,245 | $8.4M |
| Texas Capital Bank Wealth Management Services Inc | 0.92% | Reduce -23.2% | 29,041 | $8.4M |
| Caprock Group, LLC | 0.47% | Reduce -2.5% | 28,707 | $8.3M |
| Integrated Advisors Network LLC | 0.42% | Add +7.0% | 28,587 | $8.2M |
| Quadrant Capital Group LLC | 0.65% | Reduce -8.0% | 28,378 | $8.2M |
| North Star Investment Management Corp. | 0.57% | No change | 27,820 | $8.0M |
| Circle Wealth Management, LLC | 0.20% | Add +0.3% | 27,421 | $7.9M |
| Raffa Wealth Management, LLC | 2.34% | Reduce -58.7% | 27,250 | $7.8M |
| C M Bidwell & Associates Ltd. | 5.32% | Add +0.6% | 27,155 | $7.8M |
| Stegner Investment Associates Inc. | 5.71% | Add +0.0% | 27,048 | $7.8M |
| First Hawaiian Bank | 0.24% | Add +0.6% | 26,890 | $7.7M |
| TD Private Client Wealth LLC | 0.25% | Reduce -24.5% | 26,876 | $7.7M |
| Sepio Capital, LP | 0.66% | No change | 26,755 | $7.7M |
| Garde Capital, Inc. | 0.53% | Reduce -0.2% | 26,414 | $7.6M |
| MV Capital Management, Inc. | 0.87% | Reduce -0.6% | 26,293 | $7.6M |
| Avestar Capital, LLC | 0.87% | Reduce -2.4% | 26,240 | $7.6M |
| HB Wealth Management, LLC | 0.10% | Add +2.3% | 26,233 | $7.6M |
| Fort Point Capital Partners LLC | 1.02% | Reduce -3.1% | 26,150 | $7.5M |
| Litman Gregory Wealth Management LLC | 0.68% | Add +1.2% | 26,036 | $7.5M |
| Cannell & Spears LLC | 0.15% | No change | 26,005 | $7.5M |
| Strategic Wealth Partners Group, LLC | 0.82% | Reduce -1.8% | 25,714 | $7.4M |
| Indiana Trust & Investment Management Co | 2.97% | No change | 25,598 | $7.4M |
| Lido Advisors, LLC | 0.07% | Reduce -1.0% | 25,533 | $7.4M |
| Avior Wealth Management, LLC | 0.34% | Add +374.6% | 25,412 | $7.3M |
| Arcadia Investment Advisors LLC | 4.15% | Reduce -0.1% | 25,251 | $7.3M |
| Humankind Investments LLC | 1.91% | No change | 25,070 | $7.2M |
| Avidian Wealth Enterprises, LLC | 0.38% | Add +1.7% | 24,871 | $7.2M |
| SVB Wealth LLC | 0.16% | Add +4.7% | 24,603 | $7.1M |
| Chilton Investment Co. Inc. | 0.19% | No change | 24,550 | $7.1M |
| Laird Norton Wetherby Wealth Management, LLC | 0.31% | Reduce -1.0% | 22,661 | $6.5M |
| Turtle Creek Wealth Advisors, LLC | 1.59% | Add +56.1% | 22,449 | $6.5M |
| Valeo Financial Advisors, LLC | 0.23% | Add +10.1% | 23,240 | $6.5M |
| Klingman & Associates, LLC | 0.46% | No change | 22,103 | $6.4M |
| Retirement Income Solutions, Inc. | 1.41% | Reduce -0.3% | 21,520 | $6.2M |
| Up Strategic Wealth Investment Advisors LLC | 10.14% | Add +2.0% | 21,509 | $6.2M |
| Waldron Private Wealth LLC | 0.27% | Add +18.1% | 21,136 | $6.1M |
| Maryland State Retirement & Pension System | 0.12% | Add +284.2% | 22,037 | $6.0M |
| Texas Capital Bancshares Inc | 2.69% | Reduce -0.8% | 20,563 | $5.9M |
| Alliancebernstein L.P. | 0.00% | Add +24.5% | 20,098 | $5.8M |
| Evanson Asset Management, LLC | 0.42% | Add +0.1% | 19,755 | $5.7M |
| Sentinel Pension Advisors, LLC | 1.20% | Reduce -0.0% | 19,535 | $5.6M |
| Pacific Capital Wealth Advisors, Inc. | 1.30% | No change | 19,234 | $5.5M |
| Bensler, LLC | 0.80% | Reduce -1.0% | 19,233 | $5.5M |
| SigFig Wealth Management, LLC | 0.20% | Reduce -7.1% | 20,056 | $5.5M |
| Avantax Advisory Services, Inc. | 0.05% | Reduce -18.6% | 18,502 | $5.3M |
| Kayne Anderson Rudnick Investment Management LLC | 0.01% | Reduce -1.1% | 18,484 | $5.3M |
| Petix & Botte Co | 1.32% | New | 18,478 | $5.3M |
| Topel & Distasi Wealth Management, LLC | 2.33% | Reduce -1.1% | 18,302 | $5.3M |
| Anchor Capital Advisors LLC | 0.14% | Add +0.7% | 18,284 | $5.3M |
| Mill Creek Capital Advisors, LLC | 0.14% | Add +0.0% | 18,174 | $5.2M |
| Hirtle & Co., LLC | 0.26% | Add +1.0% | 18,160 | $5.2M |
| Summit Trail Advisors, LLC | 0.14% | Add +0.0% | 18,137 | $5.2M |
| Shelton Wealth Management, LLC | 3.28% | Reduce -9.8% | 18,095 | $5.2M |
| Edge Capital Group, LLC | 0.26% | Add +14.8% | 17,893 | $5.2M |
| Sage Mountain Advisors LLC | 0.53% | No change | 17,833 | $5.1M |
| EP Wealth Advisors, LLC | 0.06% | Add +6.6% | 17,787 | $5.1M |
| Citigroup Inc. | 0.01% | Add +0.7% | 17,784 | $5.1M |
| Seneca Financial Advisors LLC | 2.70% | Reduce -0.3% | 17,587 | $5.1M |
| Linscomb Wealth, Inc. | 0.26% | Reduce -0.1% | 17,408 | $5.0M |
| Roble, Belko & Company, Inc | 0.86% | Reduce -0.1% | 17,323 | $5.0M |
| Fca Corp. | 1.61% | Reduce -0.3% | 17,253 | $5.0M |
| Destination Wealth Management | 0.16% | Reduce -2.7% | 17,099 | $4.9M |
| Strategic Investment Advisors / MI | 0.63% | Reduce -1.6% | 16,974 | $4.9M |
| Intrua Financial, LLC | 0.76% | Reduce -6.9% | 16,943 | $4.9M |
| Regions Financial Corp. | 0.04% | Add +0.0% | 16,924 | $4.9M |
| Csenge Advisory Group | 0.27% | Add +4.8% | 16,901 | $4.9M |
| Old National Bancorp | 0.11% | Reduce -22.9% | 16,634 | $4.8M |
| Private Capital Management LLC | 1.05% | Reduce -4.4% | 16,501 | $4.8M |
| Fort Washington Investment Advisors Inc. | 0.03% | Reduce -76.9% | 16,391 | $4.7M |
| Fiducient Advisors LLC | 0.93% | Reduce -6.6% | 16,304 | $4.7M |
| Wilbanks Smith & Thomas Asset Management LLC | 0.13% | Reduce -3.0% | 16,302 | $4.7M |
| Dynamic Advisor Solutions LLC | 0.16% | Reduce -1.2% | 16,074 | $4.6M |
| Lowery Thomas, LLC | 3.51% | Reduce -0.5% | 15,909 | $4.6M |
| Sageworth Trust Co | 0.29% | No change | 15,853 | $4.6M |
| Franklin Resources Inc. | 0.00% | Reduce -72.6% | 15,722 | $4.5M |
| BNP Paribas Financial Markets | 0.01% | Add +51.0% | 15,601 | $4.5M |
| G2 Capital Management, LLC / Oh | 1.44% | No change | 15,585 | $4.5M |
| First Financial Bankshares Inc | 0.10% | No change | 15,444 | $4.4M |
| Visionary Wealth Advisors | 0.30% | Add +0.1% | 15,411 | $4.4M |
| Florida Trust Wealth Management Co | 0.15% | Add +0.2% | 15,363 | $4.4M |
| Keybank National Association | 0.02% | Add +8.9% | 15,347 | $4.4M |
| Prospera Financial Services Inc | 0.13% | Add +13.7% | 15,272 | $4.4M |
| T. Rowe Price Associates Inc. | 0.00% | Reduce -0.8% | 15,195 | $4.4M |
| Consilio Wealth Advisors, LLC | 2.04% | Add +0.4% | 15,110 | $4.4M |
| Pure Financial Advisors, LLC | 0.13% | Reduce -14.3% | 14,972 | $4.3M |
| Nadler Financial Group, Inc. | 0.53% | Reduce -1.5% | 14,968 | $4.3M |
| Palo Alto Wealth Advisors, LLC | 3.04% | Reduce -3.8% | 14,955 | $4.3M |
| Harbor Investment Advisory, LLC | 0.45% | No change | 14,948 | $4.3M |
| Moisand Fitzgerald Tamayo, LLC | 0.66% | Reduce -6.3% | 14,934 | $4.3M |
| D.A. Davidson & Co. | 0.04% | Reduce -6.5% | 14,826 | $4.3M |
| Baker Avenue Asset Management, LP | 0.16% | Reduce -0.4% | 14,800 | $4.3M |
| Financial Engines Advisors L.L.C. | 0.01% | Reduce -13.3% | 14,755 | $4.2M |
| Harbour Capital Advisors, LLC | 1.05% | No change | 14,820 | $4.2M |
| WMS Partners, LLC | 0.29% | No change | 14,630 | $4.2M |
| Great Valley Advisor Group, Inc. | 0.13% | Reduce -4.0% | 14,353 | $4.1M |
| United Capital Financial Advisors, LLC | 0.03% | Reduce -27.8% | 14,207 | $4.1M |
| Relative Value Partners Group, LLC | 0.26% | Reduce -6.4% | 15,282 | $4.1M |
| First Horizon Advisors, Inc. | 0.13% | Reduce -3.6% | 14,099 | $4.1M |
| Lodestar Private Asset Management LLC | 0.57% | Reduce -2.6% | 13,821 | $4.0M |
| Breakwater Capital Group | 1.00% | Reduce -1.1% | 13,770 | $4.0M |
| Peoples Bank | 2.20% | Reduce -0.2% | 13,721 | $4.0M |
| Haverford Trust Co | 0.04% | Reduce -22.5% | 13,572 | $3.9M |
| ICONIQ Capital, LLC | 0.07% | Add +0.2% | 13,555 | $3.9M |
| Plancorp, LLC | 0.17% | Add +11.2% | 13,447 | $3.9M |
| Summit Financial Strategies, Inc. | 0.54% | Reduce -1.5% | 13,365 | $3.8M |
| Elk River Wealth Management LLC | 0.77% | Reduce -13.9% | 13,219 | $3.8M |
| Next Capital Management LLC | 1.54% | Add +77.1% | 13,135 | $3.8M |
| Corrigan Financial, Inc. | 0.96% | Reduce -0.4% | 13,106 | $3.8M |
| B. Riley Wealth Advisors, Inc. | 0.10% | Add +0.5% | 15,927 | $3.8M |
| St. Clair Advisors, LLC | 1.20% | Reduce -31.1% | 12,839 | $3.7M |
| Security Financial Services, INC. | 0.83% | Reduce -2.2% | 12,837 | $3.7M |
| Apella Capital, LLC | 0.19% | No change | 12,910 | $3.7M |
| LMCG Investments, LLC | 0.22% | Add +1.3% | 12,692 | $3.7M |
| Mission Wealth Management, LP | 0.10% | Reduce -1.8% | 12,677 | $3.7M |
| Alaska Permanent Fund Corp | 0.05% | No change | 12,673 | $3.7M |
| Quantinno Capital Management LP | 0.08% | Add +151.4% | 12,670 | $3.6M |
| M Holdings Securities, Inc. | 0.60% | Add +0.2% | 12,377 | $3.6M |
| Forvis Mazars Wealth Advisors, LLC | 0.09% | Reduce -3.5% | 12,201 | $3.5M |
| Atria Investments, Inc | 0.05% | Add +16.8% | 12,088 | $3.5M |
| Horizon Investment Services, LLC | 1.69% | Add +2.5% | 12,023 | $3.5M |
| HFG Advisors, Inc. | 3.07% | Reduce -32.4% | 12,018 | $3.5M |
| IFG Advisors, LLC | 0.89% | Add +23.0% | 11,904 | $3.4M |
| Evoke Wealth, LLC | 0.10% | New | 11,829 | $3.4M |
| GM Advisory Group, LLC | 0.24% | Add +6.3% | 11,786 | $3.4M |
| Natixis Advisors, LLC | 0.01% | Add +3.5% | 11,749 | $3.4M |
| O'shaughnessy Asset Management, LLC | 0.04% | Add +30.3% | 11,693 | $3.4M |
| Phillips Financial Management, LLC | 0.28% | Reduce -0.1% | 11,677 | $3.4M |
| Hilltop Holdings Inc. | 0.37% | Reduce -6.3% | 11,451 | $3.3M |
| Rwa Wealth Partners, LLC | 0.04% | Add +0.2% | 11,400 | $3.3M |
| Freestone Capital Holdings, LLC | 0.12% | Reduce -0.4% | 11,399 | $3.3M |
| Strategic Blueprint, LLC | 0.23% | Reduce -2.0% | 11,355 | $3.3M |
| Family Firm, Inc. | 0.79% | Add +0.3% | 11,314 | $3.3M |
| Sand Hill Global Advisors, LLC | 0.15% | Reduce -1.9% | 11,266 | $3.2M |
| &partners | 0.43% | Reduce -82.0% | 10,974 | $3.2M |
| Peapack Gladstone Financial Corp. | 0.05% | Add +0.9% | 10,890 | $3.1M |
| Plum Street Advisors, LLC | 1.58% | Reduce -8.7% | 9,956 | $3.1M |
| Accredited Investors Inc. | 0.20% | No change | 10,866 | $3.1M |
| Dakota Wealth Management | 0.08% | Reduce -5.8% | 10,838 | $3.1M |
| Guyasuta Investment Advisors Inc. | 0.23% | No change | 11,900 | $3.1M |
| Cary Street Partners Investment Advisory LLC | 0.13% | Add +6.0% | 10,834 | $3.1M |
| Alpha Cubed Investments, LLC | 0.16% | Add +7.3% | 10,724 | $3.1M |
| Belpointe Asset Management LLC | 0.23% | Reduce -13.5% | 10,682 | $3.1M |
| Riverpoint Wealth Management Holdings, LLC | 0.85% | Add +0.3% | 10,657 | $3.1M |
| First Western Trust Bank | 0.14% | Reduce -0.1% | 10,617 | $3.1M |
| Xponance LLC | 0.03% | Reduce -21.1% | 10,607 | $3.1M |
| Cranbrook Wealth Management, LLC | 0.77% | Reduce -0.6% | 10,566 | $3.0M |
| Dynasty Wealth Management, LLC | 0.10% | — | 10,549 | $3.0M |
| Maxwell Wealth Strategies Inc. | 1.53% | No change | 10,539 | $3.0M |
| Apexium Financial, LP | 0.23% | Reduce -21.7% | 10,418 | $3.0M |
| Montecito Bank & Trust | 0.60% | Add +0.2% | 10,374 | $3.0M |
| Quantum Portfolio Management LLC | 1.70% | Reduce -1.4% | 10,373 | $3.0M |
| Evensky & Katz LLC | 0.21% | Reduce -5.8% | 10,191 | $2.9M |
| Ascent Group, LLC | 0.26% | Reduce -3.7% | 10,181 | $2.9M |
| Advisory Services Network, LLC | 0.06% | Reduce -1.1% | 10,154 | $2.9M |
| Lansing Street Advisors | 1.31% | Reduce -0.6% | 10,084 | $2.9M |
| Merit Financial Group, LLC | 0.07% | Add +7.2% | 10,330 | $2.9M |
| Genesee Capital Advisors, LLC | 1.58% | Reduce -1.3% | 10,028 | $2.9M |
| Rehmann Capital Advisory Group | 0.22% | Reduce -1.8% | 10,024 | $2.9M |
| Guardian Wealth Advisors, LLC / NC | 0.35% | Add +4.4% | 9,907 | $2.9M |
| GHP Investment Advisors, Inc. | 0.14% | Add +0.0% | 9,811 | $2.8M |
| Checchi Capital Advisers, LLC | 0.22% | No change | 9,799 | $2.8M |
| West Coast Financial LLC | 0.34% | No change | 9,761 | $2.8M |
| KMG Fiduciary Partners, LLC | 0.29% | Add +1.2% | 9,716 | $2.8M |
| Highland Capital Management, LLC | 0.16% | Add +1.1% | 9,711 | $2.8M |
| Vanguard Group Inc. | 0.00% | Add +3.8% | 9,705 | $2.8M |
| Diversified Trust Co. | 0.08% | Add +8.9% | 9,652 | $2.8M |
| Chicago Partners Investment Group LLC | 0.12% | Add +0.0% | 9,964 | $2.8M |
| Beacon Financial Group | 0.32% | Reduce -8.7% | 9,589 | $2.8M |
| Fernwood Investment Management, LLC | 0.80% | Reduce -13.6% | 9,510 | $2.7M |
| Tocqueville Asset Management L.P. | 0.04% | Reduce -0.6% | 9,465 | $2.7M |
| Manchester Capital Management LLC | 0.33% | No change | 9,202 | $2.7M |
| SpiderRock Advisors, LLC | 0.09% | — | 9,368 | $2.6M |
| CFM Wealth Partners LLC | 0.53% | Reduce -12.8% | 9,117 | $2.6M |
| Mutual Advisors, LLC | 0.08% | Reduce -0.9% | 9,010 | $2.6M |
| Parsons Capital Management Inc. | 0.18% | Add +17.0% | 8,980 | $2.6M |
| Hillcrest Wealth Advisors - NY, LLC | 1.39% | Reduce -2.2% | 8,920 | $2.6M |
| Calamos Wealth Management LLC | 0.15% | Add +0.2% | 8,828 | $2.5M |
| Sound View Wealth Advisors Group, LLC | 0.27% | Reduce -13.9% | 8,822 | $2.5M |
| Ellis Investment Partners, LLC | 0.55% | Add +3.1% | 8,806 | $2.5M |
| One Wealth Map LLC | 1.67% | Reduce -16.6% | 9,201 | $2.5M |
| Lazard Asset Management LLC | 0.00% | Add +7.9% | 8,758 | $2.5M |
| Qube Research & Technologies Ltd | 0.00% | Add +82.4% | 8,713 | $2.5M |
| Millennium Management | 0.00% | Reduce -96.5% | 8,685 | $2.5M |
| Bryn Mawr Trust Advisors, LLC | 0.14% | No change | 8,646 | $2.5M |
| Lincoln National Corp. | 0.04% | Reduce -4.0% | 8,613 | $2.5M |
| Sabal Trust CO | 0.14% | No change | 8,607 | $2.5M |
| Red Tortoise LLC | 1.38% | Add +0.3% | 8,604 | $2.5M |
| Cutler Group LLC / CA | 1.25% | Reduce -48.4% | 8,567 | $2.5M |
| Allworth Financial LP | 0.02% | Add +2.1% | 8,474 | $2.4M |
| Brown Brothers Harriman & Co. | 0.02% | No change | 8,452 | $2.4M |
| Welch & Forbes LLC | 0.03% | Reduce -2.0% | 8,354 | $2.4M |
| Ferguson Wellman Capital Management, Inc. | 0.05% | No change | 8,342 | $2.4M |
| AQR Capital Management | 0.00% | Add +12.4% | 8,335 | $2.4M |
| John W. Brooker & Co., CPAs | 1.28% | No change | 8,290 | $2.4M |
| TFC Financial Management, Inc. | 0.42% | Reduce -4.0% | 8,242 | $2.4M |
| James Investment Research, Inc. | 0.28% | Add +2.2% | 8,109 | $2.3M |
| CreativeOne Wealth, LLC | 0.09% | Add +9.2% | 8,077 | $2.3M |
| Smith, Moore & Co. | 0.25% | Reduce -2.6% | 8,059 | $2.3M |
| Corundum Group, Inc. | 1.12% | Reduce -3.1% | 8,044 | $2.3M |
| Bear Mountain Capital, Inc. | 0.98% | No change | 8,296 | $2.3M |
| Eagle Bay Advisors LLC | 1.42% | No change | 7,811 | $2.2M |
| JFG Wealth Management, LLC | 0.60% | Add +1.3% | 7,810 | $2.2M |
| Kovack Advisors, Inc. | 0.27% | Reduce -3.6% | 7,782 | $2.2M |
| Sage Financial Group Inc. | 0.20% | Reduce -0.8% | 7,741 | $2.2M |
| Wilmington Savings Fund Society, FSB | 0.09% | — | 7,687 | $2.2M |
| Fiduciary Trust Co | 0.03% | No change | 7,647 | $2.2M |
| Cassady Schiller Wealth Management, LLC | 0.98% | No change | 7,583 | $2.2M |
| Fiera Capital Corp | 0.01% | No change | 7,542 | $2.2M |
| Mycio Wealth Partners, LLC | 0.55% | Add +0.2% | 7,512 | $2.2M |
| Mather Group, Llc. | 0.03% | Reduce -5.8% | 8,243 | $2.2M |
| Brand Asset Management Group, Inc. | 0.93% | Reduce -0.8% | 7,487 | $2.2M |
| McNamara Financial Services, Inc. | 0.46% | Reduce -2.3% | 7,451 | $2.1M |
| Compound Planning, Inc. | 0.20% | Add +754.7% | 7,419 | $2.1M |
| Abbrea Capital, LLC | 0.28% | No change | 7,390 | $2.1M |
| Acropolis Investment Management, LLC | 0.14% | Reduce -12.3% | 7,352 | $2.1M |
| Castle Wealth Management LLC | 1.10% | No change | 7,302 | $2.1M |
| Orrstown Financial Services Inc. | 1.16% | No change | 7,217 | $2.1M |
| Tsfg, LLC | 0.52% | Add +0.0% | 7,156 | $2.1M |
| Rosenblum Silverman Sutton S F Inc. | 0.58% | Add +0.1% | 7,091 | $2.0M |
| Gemmer Asset Management LLC | 0.24% | Reduce -1.7% | 7,079 | $2.0M |
| HUB Investment Partners, LLC | 0.11% | Add +2.9% | 7,073 | $2.0M |
| Landaas & Co. /Wi | 0.65% | Add +1.2% | 6,975 | $2.0M |
| ARK & TLK Investments, LLC | 0.78% | Add +0.0% | 6,901 | $2.0M |
| GenWealth Group, Inc. | 0.50% | Reduce -1.8% | 6,838 | $2.0M |
| Forum Financial Management, LP | 0.03% | No change | 6,836 | $2.0M |
| Stratos Wealth Advisors, LLC | 0.12% | Reduce -3.2% | 6,756 | $1.9M |
| Broadview Financial Management, LLC | 1.41% | Reduce -1.3% | 6,702 | $1.9M |
| Parallel Advisors, LLC | 0.05% | Reduce -3.5% | 6,692 | $1.9M |
| Simmons Bank | 0.14% | Reduce -1.8% | 6,600 | $1.9M |
| Dorsey & Whitney Trust CO LLC | 0.13% | Add +2.2% | 6,571 | $1.9M |
| Cahill Financial Advisors Inc. | 0.26% | No change | 6,571 | $1.9M |
| Blue Barn Wealth, LLC | 1.04% | Reduce -2.2% | 6,487 | $1.9M |
| Capital Group Private Client Services, Inc. | 0.02% | Reduce -0.1% | 6,458 | $1.9M |
| Investors Research Corp | 0.43% | Reduce -8.2% | 6,448 | $1.9M |
| Webster Bank, N. A. | 0.21% | No change | 6,407 | $1.8M |
| Concord Investment Counsel Inc. | 0.66% | — | 6,394 | $1.8M |
| Mainstay Capital Management LLC | 0.35% | Add +33.4% | 6,376 | $1.8M |
| Vertex Planning Partners, LLC | 0.50% | No change | 6,325 | $1.8M |
| Associated Banc-Corp | 0.06% | Add +0.1% | 6,294 | $1.8M |
| Townsend Asset Management Corp. /NC/ | 0.72% | Reduce -0.3% | 6,278 | $1.8M |
| Capital City Trust Co. | 0.50% | Reduce -1.2% | 6,234 | $1.8M |
| Mitchell Sinkler & Starr | 0.44% | Reduce -83.1% | 6,150 | $1.8M |
| Rossmore Private Capital | 0.23% | Reduce -0.2% | 6,145 | $1.8M |
| IFP Advisors, Inc | 0.08% | No change | 6,137 | $1.8M |
| Precedent Wealth Partners, LLC | 0.76% | Add +50.6% | 6,134 | $1.8M |
| QRG Capital Management, Inc. | 0.02% | Reduce -82.2% | 6,123 | $1.8M |
| Gratus Capital, LLC | 0.08% | Add +245.7% | 6,040 | $1.7M |
| River Wealth Advisors LLC | 0.25% | Reduce -2.1% | 5,980 | $1.7M |
| Westshore Wealth, LLC | 0.72% | Reduce -2.8% | 5,960 | $1.7M |
| Ardent Capital Management, Inc. | 0.86% | No change | 5,929 | $1.7M |
| NorthCrest Asset Manangement, LLC | 0.06% | Reduce -2.2% | 5,928 | $1.7M |
| Coastline Trust Co | 0.21% | Reduce -2.0% | 5,896 | $1.7M |
| Graypoint LLC | 0.12% | No change | 5,894 | $1.7M |
| Hoxton Planning & Management, LLC | 0.81% | Reduce -1.9% | 5,848 | $1.7M |
| Smithfield Trust Co | 0.09% | No change | 5,802 | $1.7M |
| Sharkey, Howes & Javer | 0.27% | No change | 5,782 | $1.7M |
| Marshall Financial Group Inc. | 0.55% | Reduce -9.8% | 5,779 | $1.7M |
| Strategic Advisors LLC | 0.33% | Reduce -8.2% | 5,748 | $1.7M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.05% | Add +13.3% | 5,738 | $1.7M |
| Argent Trust Co | 0.07% | Reduce -6.3% | 5,736 | $1.7M |
| Auour Investments LLC | 0.61% | Add +0.2% | 5,731 | $1.7M |
| Ade, LLC | 1.10% | Add +0.1% | 5,697 | $1.6M |
| Andrews, Lucia Wealth Management LLC | 1.17% | Reduce -11.7% | 5,696 | $1.6M |
| First Heartland Consultants, Inc. | 0.17% | New | 5,690 | $1.6M |
| SageView Advisory Group, LLC | 0.08% | New | 15,086 | $1.6M |
| Sei Investments Co. | 0.00% | Reduce -83.9% | 5,637 | $1.6M |
| Cornerstone Advisory, LLC | 0.23% | Reduce -6.4% | 5,611 | $1.6M |
| Asset Dedication, LLC | 0.12% | Add +0.1% | 5,612 | $1.6M |
| Vision Capital Management, Inc. | 0.24% | Reduce -0.1% | 5,583 | $1.6M |
| First Business Financial Services, Inc. | 0.17% | No change | 5,578 | $1.6M |
| Cornerstone Advisors Asset Management, LLC | 0.56% | Reduce -2.3% | 5,558 | $1.6M |
| Joel Isaacson & Co., LLC | 0.09% | Reduce -1.5% | 5,476 | $1.6M |
| Park Avenue Securities LLC | 0.02% | Reduce -34.6% | 5,459 | $1.6M |
| Pegasus Partners Ltd. | 0.17% | No change | 5,440 | $1.6M |
| Clayton Financial Group LLC | 0.71% | New | 5,397 | $1.6M |
| Fulton Bank, N.A. | 0.06% | No change | 5,322 | $1.5M |
| Landmark Wealth Management, LLC | 0.71% | Reduce -4.1% | 5,287 | $1.5M |
| First Citizens Bank & Trust Co. | 0.03% | Reduce -93.0% | 5,279 | $1.5M |
| Peddock Capital Advisors, LLC | 0.40% | Add +0.3% | 5,279 | $1.5M |
| Mgo One Seven LLC | 0.08% | Add +7.3% | 5,268 | $1.5M |
| SC&H Financial Advisors, Inc. | 0.39% | Add +0.1% | 5,257 | $1.5M |
| Talisman Wealth Advisors LLC | 1.89% | Add +0.1% | 5,211 | $1.5M |
| Fairhaven Wealth Management, LLC | 0.51% | No change | 5,182 | $1.5M |
| Flputnam Investment Management Co. | 0.03% | Add +7.5% | 5,157 | $1.5M |
| Parisi Gray Wealth Management | 0.56% | Reduce -1.5% | 5,155 | $1.5M |
| Morton Capital Management LLC | 0.39% | No change | 5,022 | $1.4M |
| Cypress Capital Group | 0.17% | Reduce -0.0% | 5,005 | $1.4M |
| Mayflower Financial Advisors, LLC | 0.24% | Reduce -16.2% | 5,005 | $1.4M |
| Chandler Asset Management, Inc. | 0.29% | No change | 5,000 | $1.4M |
| Adero Partners, LLC | 0.11% | No change | 4,991 | $1.4M |
| Stordahl Capital Management, Inc. | 0.36% | Reduce -28.8% | 4,971 | $1.4M |
| Sightline Wealth Advisors, LLC | 0.94% | Add +0.1% | 4,944 | $1.4M |
| Essex Financial Services, Inc. | 0.13% | Add +18.9% | 4,939 | $1.4M |
| Cypress Wealth Services, LLC | 0.33% | Reduce -16.5% | 4,910 | $1.4M |
| Farther Finance Advisors, LLC | 0.09% | Add +2.0% | 4,918 | $1.4M |
| Jane Street Group, LLC | 0.00% | Reduce -25.3% | 4,899 | $1.4M |
| ZWJ Investment Counsel Inc. | 0.06% | Reduce -2.0% | 4,871 | $1.4M |
| Wesbanco Bank Inc. | 0.05% | Add +47.9% | 4,859 | $1.4M |
| Sage Private Wealth Group, LLC | 1.12% | New | 4,850 | $1.4M |
| Tiemann Investment Advisors, LLC | 0.62% | No change | 4,810 | $1.4M |
| Henrickson Nauta Wealth Advisors, Inc. | 0.61% | Reduce -10.3% | 4,866 | $1.4M |
| Focus Partners Advisor Solutions, LLC | 0.04% | Add +28.2% | 4,768 | $1.4M |
| CoreCap Advisors, LLC | 0.07% | Reduce -0.3% | 4,761 | $1.4M |
| Cambridge Financial Group, LLC | 0.65% | Add +0.1% | 4,744 | $1.4M |
| Patten Group, Inc. | 0.33% | Add +1.9% | 4,718 | $1.4M |
| Procyon Advisors, LLC | 0.10% | Reduce -86.2% | 4,667 | $1.3M |
| Rockwood Wealth Management, LLC | 0.17% | No change | 4,646 | $1.3M |
| IHT Wealth Management, LLC | 0.05% | Reduce -0.4% | 4,642 | $1.3M |
| Allegheny Financial Group | 0.41% | Reduce -10.7% | 4,640 | $1.3M |
| Legacy Edge Advisors, LLC | 0.28% | No change | 4,629 | $1.3M |
| First Financial Corp. | 0.67% | New | 4,597 | $1.3M |
| Cadence Bank | 0.10% | No change | 4,581 | $1.3M |
| LBJ Family Wealth Advisors, Ltd. | 0.84% | Add +0.2% | 4,577 | $1.3M |
| Objective Capital Management, LLC | 0.88% | Reduce -3.2% | 4,541 | $1.3M |
| Frank, Rimerman Advisors LLC | 0.25% | No change | 4,535 | $1.3M |
| J.W. Cole Advisors, Inc. | 0.06% | Add +4.1% | 4,469 | $1.3M |
| Instrumental Wealth, LLC | 0.56% | No change | 4,404 | $1.3M |
| NewEdge Wealth, LLC | 0.03% | Reduce -7.0% | 4,601 | $1.3M |
| McCarthy Asset Management, Inc. | 0.78% | Add +0.1% | 4,423 | $1.3M |
| Rovin Capital /Ut/ | 0.52% | Reduce -3.2% | 4,386 | $1.3M |
| Avity Investment Management Inc. | 0.10% | No change | 4,384 | $1.3M |
| Truepoint, Inc. | 0.04% | Add +0.6% | 4,378 | $1.3M |
| Equitable Trust Co. | 0.09% | No change | 4,317 | $1.2M |
| Weiss Asset Management LP | 0.07% | Reduce -33.5% | 4,311 | $1.2M |
| Carolinas Wealth Consulting LLC | 0.24% | Add +0.4% | 4,280 | $1.2M |
| Legacy Trust | 0.30% | Reduce -3.8% | 4,238 | $1.2M |
| Leavell Investment Management, Inc. | 0.07% | Add +5.5% | 4,221 | $1.2M |
| Callan Capital, LLC | 0.11% | Add +0.1% | 4,199 | $1.2M |
| USA Financial Formulas | 0.20% | Reduce -3.9% | 4,193 | $1.2M |
| Vishria Bird Financial Group, LLC | 0.52% | No change | 4,182 | $1.2M |
| Eq LLC | 0.74% | No change | 4,178 | $1.2M |
| Neumann Capital Management, LLC | 0.42% | Reduce -11.7% | 4,133 | $1.2M |
| Financial Counselors Inc. | 0.02% | Add +4.5% | 4,080 | $1.2M |
| First National Trust Co | 0.05% | No change | 4,075 | $1.2M |
| Schonfeld Strategic Advisors LLC | 0.01% | Reduce -36.3% | 4,055 | $1.2M |
| Pacific Financial Group Inc. | 0.80% | No change | 4,043 | $1.2M |
| Good Life Advisors, LLC | 0.10% | Reduce -4.0% | 4,024 | $1.2M |
| Philip James Wealth Mangement, LLC | 0.82% | Reduce -0.8% | 4,023 | $1.2M |
| Heritage Wealth Advisors | 0.05% | Reduce -4.5% | 4,010 | $1.2M |
| Alcosta Capital Management, Inc. | 0.77% | Add +0.9% | 3,994 | $1.2M |
| Ellevest, Inc. | 0.07% | No change | 3,981 | $1.1M |
| Choate Investment Advisors | 0.03% | Reduce -2.6% | 3,979 | $1.1M |
| Balentine LLC | 0.03% | Add +2.7% | 3,970 | $1.1M |
| Axxcess Wealth Management, LLC | 0.03% | Add +4.7% | 3,959 | $1.1M |
| Carnegie Investment Counsel | 0.04% | Reduce -1.8% | 3,959 | $1.1M |
| Soundwatch Capital LLC | 0.22% | Reduce -7.8% | 3,957 | $1.1M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +17.6% | 3,947 | $1.1M |
| Advisor Resource Council | 0.48% | Add +5.6% | 3,968 | $1.1M |
| Capital Asset Advisory Services LLC | 0.06% | Add +5.0% | 3,971 | $1.1M |
| Cornerstone Planning Group LLC | 0.35% | Add +0.2% | 3,987 | $1.1M |
| Concentric Wealth Management, LLC | 0.30% | Add +0.0% | 3,882 | $1.1M |
| Advisors Capital Management, LLC | 0.02% | Add +21.9% | 3,863 | $1.1M |
| Key Financial Inc | 0.28% | No change | 3,846 | $1.1M |
| Hancock Whitney Corp. | 0.04% | Reduce -82.6% | 3,841 | $1.1M |
| 17 Capital Partners, LLC | 0.82% | Add +14.2% | 3,839 | $1.1M |
| Susquehanna International Group, LLP | 0.00% | Reduce -91.3% | 3,819 | $1.1M |
| Tanager Wealth Management LLP | 0.18% | No change | 3,800 | $1.1M |
| Wealthstream Advisors, Inc. | 0.42% | Reduce -0.2% | 3,797 | $1.1M |
| Wedmont Private Capital | 0.08% | Add +0.1% | 3,816 | $1.1M |
| Diversified Portfolios, Inc. | 0.15% | Reduce -8.4% | 3,788 | $1.1M |
| Vawter Financial, Ltd. | 0.79% | No change | 3,779 | $1.1M |
| Miller Investment Management, LP | 0.14% | No change | 3,779 | $1.1M |
| McClarren Financial Advisors, Inc. | 0.78% | Reduce -6.3% | 3,776 | $1.1M |
| Benjamin F. Edwards & Company, Inc. | 0.02% | Reduce -5.1% | 3,757 | $1.1M |
| Syverson Strege & Co | 0.39% | Add +0.1% | 3,749 | $1.1M |
| Independent Financial Group, LLC | 0.05% | Add +4.2% | 3,743 | $1.1M |
| Westmount Partners, LLC | 0.39% | Add +0.3% | 3,734 | $1.1M |
| Grandfield & Dodd, LLC | 0.07% | No change | 3,723 | $1.1M |
| Brookstone Capital Management | 0.02% | Add +6.6% | 3,702 | $1.1M |
| Petredis Investment Advisors LLC | 0.13% | No change | 3,684 | $1.1M |
| Soundmark Wealth Management, LLC | 0.47% | Reduce -4.5% | 3,683 | $1.1M |
| Citizens Financial Group Inc. | 0.04% | Add +20.5% | 3,678 | $1.1M |
| Source Financial Advisors LLC | 0.32% | Add +0.2% | 3,678 | $1.1M |
| Kestra Private Wealth Services, LLC | 0.02% | Reduce -44.1% | 3,672 | $1.1M |
| Warren Street Wealth Advisors, LLC | 0.52% | Reduce -2.3% | 3,669 | $1.1M |
| Pinnacle Financial Partners Inc | 0.02% | Add +14.8% | 3,662 | $1.1M |
| Eagle Strategies LLC | 0.23% | Reduce -6.5% | 3,628 | $1.0M |
| Strategic Wealth Partners, Ltd. | 0.11% | Add +2.5% | 3,626 | $1.0M |
| KM Capital Management Ltd. | 0.58% | No change | 3,622 | $1.0M |
| Fragasso Financial Advisors Inc | 0.09% | Reduce -12.0% | 3,617 | $1.0M |
| DAVENPORT & Co LLC | 0.01% | Add +48.5% | 3,611 | $1.0M |
| Nicolet Bankshares Inc. | 0.21% | Reduce -0.3% | 3,597 | $1.0M |
| Whitegate Investment Counselors, Inc. | 0.29% | Reduce -0.3% | 3,586 | $1.0M |
| Hilltop National Bank | 0.35% | — | 3,568 | $1.0M |
| Connecticut Wealth Management, LLC | 0.05% | Reduce -18.7% | 3,559 | $1.0M |
| W.H. Cornerstone Investments Inc. | 0.74% | Reduce -30.4% | 3,559 | $1.0M |
| Credit Suisse AG/ | 0.00% | New | 3,554 | $1.0M |
| Flaharty Asset Management, LLC | 0.15% | Reduce -0.6% | 3,553 | $1.0M |
| Keebeck Wealth Management | 0.15% | Reduce -13.0% | 3,553 | $1.0M |
| Legacy Private Trust Co. | 0.07% | Add +5.9% | 3,533 | $1.0M |
| Crestwood Advisors Group, LLC | 0.02% | Add +8.1% | 3,482 | $1.0M |
| Kades & Cheifetz LLC | 0.63% | Reduce -6.9% | 3,440 | $991K |
| Optimist Retirement Group LLC | 0.51% | No change | 3,438 | $990K |
| Wolf Group Capital Advisors | 0.47% | No change | 4,040 | $985K |
| Ti-Trust, Inc. | 0.72% | No change | 3,419 | $985K |
| Facet Wealth, Inc. | 0.03% | Add +30.9% | 3,451 | $981K |
| Mesirow Financial Investment Management, Inc. | 0.02% | Reduce -55.8% | 3,404 | $981K |
| Colonial Trust Advisors | 0.10% | No change | 3,400 | $979K |
| Regal Investment Advisors LLC | 0.07% | Add +0.2% | 3,390 | $976K |
| Lake Street Private Wealth, LLC | 0.14% | No change | 3,379 | $973K |
| Brandywine Oak Private Wealth LLC | 0.10% | No change | 3,373 | $972K |
| Oppenheimer & Co. Inc. | 0.02% | Reduce -4.8% | 3,352 | $965K |
| Raymond James Trust N.A. | 0.02% | Reduce -5.6% | 3,348 | $964K |
| Fifth Third Securities, Inc. | 0.09% | Reduce -0.9% | 3,338 | $961K |
| Kingsview Wealth Management, LLC | 0.02% | Reduce -14.1% | 3,335 | $960K |
| AdvisorNet Financial, Inc | 0.09% | New | 3,312 | $954K |
| Roundview Capital LLC | 0.08% | New | 3,306 | $952K |
| Oldfather Financial Services, LLC | 0.39% | No change | 3,304 | $952K |
| Gries Financial LLC | 0.16% | Reduce -3.8% | 3,288 | $947K |
| Bollard Group LLC | 0.03% | Add +0.3% | 3,271 | $942K |
| Courier Capital LLC | 0.07% | Reduce -4.4% | 3,264 | $940K |
| Cozad Asset Management Inc. | 0.10% | Reduce -6.4% | 3,253 | $937K |
| One Wealth Advisors, LLC | 0.16% | Reduce -66.9% | 3,246 | $935K |
| Country Trust Bank | 0.02% | No change | 3,237 | $932K |
| DHJJ Financial Advisors, Ltd. | 0.41% | No change | 3,225 | $929K |
| Founders Financial Alliance, LLC | 0.28% | Add +267.0% | 3,211 | $925K |
| Wealthquest Corp | 0.10% | No change | 3,206 | $923K |
| GPS Wealth Strategies Group, LLC | 0.15% | Add +0.4% | 3,198 | $921K |
| MassMutual Private Wealth & Trust, FSB | 0.03% | Add +31.1% | 3,193 | $920K |
| Cortland Associates Inc. | 0.12% | Reduce -2.0% | 3,180 | $916K |
| Spinnaker Trust | 0.06% | No change | 3,165 | $912K |
| CJM Wealth Advisers, Ltd. | 0.34% | No change | 3,157 | $909K |
| Retirement Planning Group, LLC | 0.07% | Add +0.9% | 3,152 | $908K |
| Bluespring Wealth Management, LLC | 0.10% | No change | 3,151 | $908K |
| Waters Parkerson & Co., LLC | 0.05% | No change | 3,150 | $907K |
| Meridian Wealth Advisors, LLC | 0.17% | No change | 3,143 | $905K |
| Denver PWM, LLC | 0.35% | Reduce -7.4% | 3,176 | $901K |
| Regimen Wealth, LLC | 0.31% | Add +0.3% | 3,125 | $900K |
| Scissortail Wealth Management, LLC | 0.24% | New | 3,122 | $899K |
| Wealth Architects, LLC | 0.12% | No change | 3,121 | $899K |
| Western Wealth Management, LLC | 0.07% | Reduce -22.6% | 3,115 | $897K |
| Paces Ferry Wealth Advisors, LLC | 0.57% | Reduce -25.6% | 3,108 | $895K |
| ONE Advisory Partners, LLC | 0.44% | Reduce -4.4% | 3,105 | $894K |
| Wagner Wealth Management, LLC | 0.27% | No change | 3,045 | $877K |
| Eagle Ridge Investment Management | 0.08% | Add +2.5% | 3,041 | $876K |
| Hemenway Trust Co LLC | 0.08% | No change | 3,010 | $867K |
| Heartwood Wealth Advisors LLC | 0.11% | Add +262.2% | 2,977 | $857K |
| Fermata Advisors, LLC | 0.19% | New | 2,965 | $854K |
| Horst & Graben Wealth Management LLC | 0.17% | Reduce -0.2% | 2,952 | $850K |
| Venturi Wealth Management, LLC | 0.05% | No change | 2,945 | $848K |
| AE Wealth Management LLC | 0.01% | Reduce -69.9% | 2,942 | $847K |
| TRUE Private Wealth Advisors | 0.10% | Reduce -20.1% | 2,941 | $847K |
| West Paces Advisors Inc. | 0.22% | No change | 2,940 | $847K |
| Greenleaf Trust | 0.01% | No change | 2,932 | $845K |
| Segment Wealth Management, LLC | 0.06% | No change | 2,919 | $841K |
| Gladstone Institutional Advisory LLC | 0.05% | Add +1.1% | 2,903 | $836K |
| Flagstar Securities, Inc. | 0.23% | Reduce -6.3% | 2,894 | $834K |
| Enzi Wealth | 0.39% | No change | 3,006 | $833K |
| Capital Advisors, Ltd. LLC | 0.11% | Add +6.8% | 2,893 | $833K |
| United Asset Strategies, Inc. | 0.08% | Reduce -3.6% | 2,878 | $829K |
| DHK Financial Advisors, Inc. | 0.59% | No change | 2,870 | $827K |
| Deroy & Devereaux Private Investment Counsel Inc. | 0.05% | Add +0.7% | 2,868 | $826K |
| Tandem Capital Management Corp. | 0.47% | Add +2.1% | 2,860 | $824K |
| Lowe Brockenbrough & Co. Inc. | 0.06% | No change | 2,855 | $822K |
| Meritage Portfolio Management | 0.05% | No change | 2,824 | $813K |
| Ancora Advisors LLC | 0.02% | Add +14.6% | 2,811 | $810K |
| Abundance Wealth Counselors | 0.19% | No change | 2,810 | $809K |
| Edgestream Partners, L.P. | 0.04% | Add +20.1% | 2,808 | $809K |
| Fi3 FINANCIAL ADVISORS, LLC | 0.37% | Reduce -0.2% | 2,867 | $806K |
| Callan Family Office, LLC | 0.19% | No change | 2,769 | $798K |
| Almanack Investment Partners, LLC. | 0.14% | Reduce -1.0% | 2,768 | $797K |
| Global Retirement Partners, LLC | 0.03% | Reduce -0.7% | 2,738 | $789K |
| Allen Mooney & Barnes Investment Advisors LLC | 0.15% | Add +0.2% | 2,759 | $786K |
| LongView Wealth Management | 0.31% | Add +33.7% | 2,708 | $780K |
| Boston Trust Walden Corp | 0.01% | No change | 2,705 | $779K |
| Ashton Thomas Private Wealth, LLC | 0.04% | Reduce -0.3% | 2,685 | $773K |
| Summit Financial Group, Inc. | 0.27% | No change | 2,674 | $770K |
| ShoreHaven Wealth Partners, LLC | 0.42% | Reduce -0.3% | 2,667 | $768K |
| RFG Advisory, LLC | 0.03% | Reduce -0.6% | 2,660 | $766K |
| Shepherd Financial Partners LLC | 0.10% | Reduce -0.1% | 2,657 | $765K |
| Cyndeo Wealth Partners, LLC | 0.06% | Reduce -88.6% | 2,653 | $764K |
| Notis-McConarty Edward | 0.30% | Reduce -1.9% | 2,650 | $763K |
| LGL Partners, LLC | 0.13% | Add +0.3% | 2,645 | $762K |
| Steward Partners Investment Solutions, LLC | 0.13% | New | 2,644 | $762K |
| Capital Investment Advisors, LLC | 0.02% | Add +0.1% | 2,637 | $760K |
| Azimuth Capital Investment Management LLC | 0.03% | Reduce -2.5% | 2,631 | $758K |
| Resurgent Financial Advisors LLC | 0.41% | Add +45.8% | 2,617 | $754K |
| True Link Financial Advisors, LLC | 0.07% | No change | 2,616 | $753K |
| Firethorn Wealth Partners, LLC | 0.44% | Reduce -7.1% | 2,602 | $749K |
| Columbus Macro, LLC | 0.28% | No change | 2,586 | $745K |
| Financial Advocates Investment Management | 0.04% | Reduce -83.4% | 8,416 | $738K |
| Midland Wealth Advisors, LLC | 0.05% | No change | 2,560 | $737K |
| Transatlantique Private Wealth LLC | 0.32% | No change | 2,549 | $734K |
| GYL Financial Synergies, LLC | 0.06% | No change | 2,531 | $729K |
| SOL Capital Management CO | 0.09% | No change | 2,511 | $723K |
| Headinvest, LLC | 0.14% | No change | 2,489 | $717K |
| First Pacific Financial | 0.20% | Reduce -63.6% | 2,477 | $714K |
| BIP Wealth, LLC | 0.05% | Add +27.6% | 2,466 | $710K |
| Childress Capital Advisors, LLC | 0.20% | Add +25.6% | 2,450 | $706K |
| Spectrum Asset Management, Inc. (NB/CA) | 0.30% | Add +0.2% | 2,447 | $705K |
| Trexquant Investment LP | 0.01% | Reduce -60.3% | 2,436 | $702K |
| Sprinkle Financial Consultants LLC | 0.60% | Add +0.4% | 2,427 | $699K |
| Cahaba Wealth Management, Inc. | 0.06% | Reduce -23.9% | 2,425 | $698K |
| HM Payson & Co. | 0.01% | Reduce -6.5% | 2,402 | $692K |
| Flagship Harbor Advisors, LLC | 0.04% | No change | 2,400 | $691K |
| Simon Quick Advisors, LLC | 0.05% | Reduce -38.8% | 2,380 | $686K |
| Penney Financial, LLC | 0.51% | No change | 2,380 | $686K |
| Meridian Wealth Management, LLC | 0.11% | Add +0.6% | 2,371 | $683K |
| Aspen Investment Management Inc | 0.34% | No change | 2,342 | $675K |
| Clifford Swan Investment Counsel LLC | 0.03% | No change | 2,338 | $673K |
| Pinnacle Wealth Planning Services, Inc. | 0.10% | No change | 2,333 | $672K |
| Astoria Strategic Wealth, Inc. | 0.21% | No change | 2,328 | $671K |
| Signaturefd, LLC | 0.01% | No change | 2,322 | $669K |
| NWF Advisory Services Inc. | 0.11% | New | 2,320 | $668K |
| Fulton Breakefield Broenniman LLC | 0.05% | Reduce -1.4% | 2,320 | $668K |
| Centaurus Financial, Inc. | 0.05% | Reduce -22.8% | 2,302 | $663K |
| IFS Advisors, LLC | 0.58% | No change | 2,300 | $662K |
| Certuity, LLC | 0.06% | Add +186.8% | 2,297 | $662K |
| Foundations Investment Advisors, LLC | 0.02% | Reduce -10.7% | 2,287 | $659K |
| International Assets Investment Management, LLC | 0.07% | No change | 2,290 | $658K |
| Blankinship & Foster, LLC | 0.17% | No change | 2,273 | $655K |
| Girard Partners LTD. | 0.06% | No change | 2,249 | $648K |
| Townsquare Capital LLC | 0.01% | Add +35.6% | 2,248 | $647K |
| Verum Partners LLC | 0.23% | Add +31.2% | 2,247 | $647K |
| Osborne Partners Capital Management, LLC | 0.04% | Add +0.7% | 2,238 | $645K |
| Next Level Private LLC | 0.30% | Add +0.3% | 2,234 | $644K |
| Old North State Wealth Management, LLC | 0.42% | Add +0.3% | 2,231 | $643K |
| BLB&B Advisors, LLC | 0.04% | Add +28.9% | 2,224 | $641K |
| Salem Investment Counselors Inc. | 0.02% | No change | 2,215 | $638K |
| Smith Salley Wealth Management | 0.05% | No change | 2,214 | $638K |
| Hollencrest Capital Management | 0.03% | No change | 2,208 | $636K |
| Riverbridge Partners LLC | 0.01% | No change | 2,204 | $635K |
| Kohmann Bosshard Financial Services, LLC | 0.09% | No change | 2,203 | $635K |
| WNY Asset Management, LLC | 0.10% | Reduce -2.4% | 2,200 | $634K |
| Kavar Capital Partners Group, LLC | 0.12% | Reduce -0.7% | 2,187 | $630K |
| TSA Wealth Managment LLC | 0.27% | Reduce -50.0% | 2,181 | $628K |
| CW Advisors, LLC | 0.01% | Reduce -49.0% | 2,180 | $628K |
| Verdence Capital Advisors LLC | 0.06% | No change | 2,169 | $625K |
| Moneco Advisors, LLC | 0.10% | Add +0.2% | 2,165 | $624K |
| Members Trust Co | 0.02% | Reduce -24.2% | 2,156 | $621K |
| SOA Wealth Advisors, LLC. | 0.13% | Add +0.1% | 2,110 | $608K |
| Manhattan West Asset Management, LLC | 0.15% | New | 2,107 | $607K |
| Staley Capital Advisers Inc. | 0.03% | No change | 2,100 | $605K |
| Balyasny Asset Management L.P. | 0.00% | New | 2,095 | $603K |
| Harbor Group, Inc. | 0.16% | No change | 2,093 | $603K |
| Buttonwood Financial Advisors Inc. | 0.28% | Reduce -3.1% | 2,086 | $601K |
| Houlihan Financial Resource Group, Ltd. | 0.27% | No change | 2,073 | $597K |
| Cibc World Market Inc. | 0.00% | No change | 2,074 | $597K |
| Parthenon LLC | 0.08% | Add +0.2% | 2,065 | $595K |
| Hohimer Wealth Management, LLC | 0.14% | Reduce -29.0% | 2,047 | $590K |
| Orgel Wealth Management, LLC | 0.02% | No change | 2,043 | $588K |
| Capital Advisors Wealth Management, LLC | 0.12% | Add +1.8% | 2,041 | $588K |
| Douglass Winthrop Advisors, LLC | 0.01% | No change | 2,040 | $588K |
| Acorn Wealth Advisors, LLC | 0.31% | No change | 2,038 | $587K |
| Morris Financial Concepts, Inc. | 0.30% | No change | 2,032 | $585K |
| JPL Wealth Management, LLC | 0.32% | Add +90.6% | 2,009 | $579K |
| Hurlow Wealth Management Group, Inc. | 0.20% | No change | 2,007 | $578K |
| Citizens National Bank Trust Department | 0.13% | No change | 2,000 | $576K |
| Northside Capital Management, LLC | 0.10% | Reduce -6.1% | 1,995 | $575K |
| K.J. Harrison & Partners Inc | 0.09% | No change | 1,993 | $574K |
| Aureus Asset Management, LLC | 0.04% | Add +133.7% | 1,991 | $574K |
| Prosperity Consulting Group, LLC | 0.07% | Reduce -7.2% | 1,988 | $572K |
| Betterment LLC | 0.00% | Add +18.6% | 1,982 | $571K |
| Country Club Bank | 0.04% | No change | 1,973 | $568K |
| Soltis Investment Advisors LLC | 0.06% | Add +3.4% | 1,970 | $567K |
| Tranquility Partners, LLC | 0.22% | Add +0.1% | 1,965 | $566K |
| Willis Johnson & Associates, Inc. | 0.05% | Reduce -6.3% | 1,931 | $556K |
| Waterfront Wealth Inc. | 0.15% | No change | 1,987 | $553K |
| Golden Road Advisors LLC | 0.46% | Reduce -0.1% | 1,913 | $551K |
| D. E. Shaw & Co. | 0.00% | Reduce -50.4% | 1,913 | $551K |
| Journey Advisory Group, LLC | 0.07% | No change | 1,908 | $550K |
| Paragon Financial Partners, Inc. | 0.45% | Add +0.2% | 1,905 | $549K |
| Lwmg, LLC | 0.12% | Reduce -15.9% | 1,862 | $536K |
| Zhang Financial LLC | 0.04% | No change | 1,856 | $535K |
| Forte Asset Management LLC | 0.32% | No change | 1,855 | $534K |
| Nicholas Hoffman & Company, LLC. | 0.03% | No change | 1,845 | $531K |
| Savvy Advisors, Inc. | 0.31% | Add +14.7% | 1,840 | $530K |
| StoneX Group Inc. | 0.05% | Reduce -18.3% | 1,839 | $530K |
| SkyOak Wealth, LLC | 0.13% | No change | 1,831 | $527K |
| Delta Investment Management, LLC | 0.12% | Add +0.3% | 1,829 | $527K |
| Americana Partners, LLC | 0.04% | No change | 1,823 | $525K |
| Cherry Creek Investment Advisors, Inc. | 0.28% | Add +0.2% | 1,822 | $525K |
| PFG Investments, LLC | 0.03% | Add +65.3% | 1,812 | $522K |
| LGT Financial Advisors LLC | 0.61% | Reduce -3.4% | 1,811 | $522K |
| Berkeley Capital Partners, LLC | 0.16% | Reduce -18.2% | 1,800 | $518K |
| Kickstand Ventures, Llc. | 0.15% | Reduce -16.0% | 1,800 | $518K |
| Moser Wealth Advisors, LLC | 0.29% | Add +86.5% | 1,798 | $518K |
| 1ST Source Bank | 0.03% | Add +7.8% | 1,780 | $513K |
| PACK Private Wealth, LLC | 0.32% | No change | 1,772 | $510K |
| Heritage Financial Services, LLC | 0.08% | Reduce -23.2% | 1,766 | $509K |
| Silverleafe Capital Partners, LLC | 0.21% | Add +0.1% | 1,765 | $508K |
| Cambridge Trust Co. | 0.02% | Add +29.7% | 1,760 | $507K |
| Greenwood Gearhart LLC | 0.05% | No change | 1,733 | $499K |
| Valmark Advisers, Inc. | 0.01% | Reduce -1.9% | 1,727 | $497K |
| First Trust Direct Indexing L.P. | 0.04% | Add +83.9% | 1,727 | $497K |
| Summit Place Financial Advisors, LLC | 0.29% | Reduce -3.4% | 1,718 | $495K |
| Imprint Wealth LLC | 0.12% | Add +44.9% | 1,714 | $493K |
| Wealth Alliance, LLC | 0.06% | Reduce -50.7% | 1,709 | $492K |
| Northeast Financial Consultants Inc | 0.02% | Add +12.4% | 1,707 | $492K |
| Farmers National Bank | 0.15% | No change | 1,700 | $490K |
| Summit Financial, LLC | 0.03% | Reduce -59.7% | 1,699 | $489K |
| Catalina Capital Group, LLC | 0.21% | Add +95.3% | 1,691 | $487K |
| Tolleson Wealth Management, Inc. | 0.10% | No change | 1,690 | $487K |
| Kelman-Lazarov, Inc. | 0.10% | Add +2.9% | 1,688 | $486K |
| Murphy, Middleton, Hinkle & Parker, Inc. | 0.28% | No change | 1,685 | $485K |
| Arbor Wealth Advisors LLC | 0.46% | No change | 1,684 | $485K |
| Legacy Wealth Management, LLC / MS | 0.22% | Reduce -33.3% | 1,680 | $484K |
| KilterHowling LLC | 0.34% | Add +0.3% | 1,678 | $483K |
| WealthPLAN Partners, LLC | 0.05% | No change | 1,668 | $480K |
| Palisade Asset Management, LLC | 0.05% | No change | 1,660 | $478K |
| Highview Capital Management LLC | 0.21% | Reduce -36.8% | 1,659 | $478K |
| Flagship Private Wealth, LLC | 0.31% | Reduce -0.5% | 1,647 | $474K |
| Paradigm, Strategies in Wealth Management, LLC | 0.29% | No change | 1,630 | $469K |
| Marks Group Wealth Management, Inc | 0.05% | No change | 1,622 | $467K |
| Sunbelt Securities, Inc. | 0.05% | No change | 1,621 | $467K |
| LPWM LLC | 0.17% | No change | 1,650 | $467K |
| Pinnacle Associates Ltd. | 0.01% | No change | 1,620 | $467K |
| Apollon Wealth Management, LLC | 0.01% | Reduce -17.5% | 1,613 | $465K |
| HTLF Bank | 0.05% | No change | 1,607 | $463K |
| Synovus Financial Corp. | 0.01% | Reduce -8.3% | 1,603 | $462K |
| Summit Wealth & Retirement Planning, Inc. | 0.16% | New | 1,599 | $461K |
| Northstar Group, Inc. | 0.09% | No change | 1,586 | $457K |
| Beaumont Financial Advisors, LLC | 0.04% | Add +0.1% | 1,583 | $456K |
| Abacus Planning Group, Inc. | 0.09% | Reduce -51.0% | 1,578 | $455K |
| Chesapeake Wealth Management | 0.17% | Reduce -7.6% | 1,577 | $454K |
| O'Brien Wealth Partners LLC | 0.10% | Reduce -4.2% | 1,574 | $453K |
| Stock Yards Bank & Trust Co. | 0.01% | Reduce -48.2% | 1,563 | $450K |
| U.S. Capital Wealth Advisors, LLC | 0.02% | Reduce -3.8% | 1,557 | $448K |
| Ruggaard & Associates LLC | 0.21% | Reduce -20.5% | 1,555 | $448K |
| Alera Investment Advisors, LLC | 0.06% | No change | 1,548 | $446K |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 0.07% | No change | 1,535 | $442K |
| Plante Moran Financial Advisors, LLC | 0.05% | No change | 1,534 | $442K |
| Prio Wealth Limited Partnership | 0.01% | Reduce -2.6% | 1,525 | $439K |
| Madden Advisory Services, Inc. | 0.23% | No change | 1,523 | $439K |
| Proficio Capital Partners LLC | 0.05% | New | 1,520 | $438K |
| Schechter Investment Advisors, LLC | 0.03% | New | 1,518 | $437K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.01% | Add +0.3% | 1,515 | $436K |
| GLOBALT Investments LLC / GA | 0.02% | No change | 1,514 | $436K |
| Sentry LLC | 0.08% | Add +0.1% | 1,492 | $430K |
| Thrive Wealth Management, LLC | 0.09% | Reduce -9.5% | 1,488 | $429K |
| AAF Wealth Management, LLC | 0.24% | Add +0.2% | 1,464 | $422K |
| Diversify Advisory Services, LLC | 0.02% | — | 1,442 | $414K |
| Asset Management Group, Inc. | 0.06% | Add +0.3% | 1,435 | $413K |
| Gerber Kawasaki Wealth & Investment Management | 0.02% | New | 1,435 | $413K |
| FAS Wealth Partners, Inc. | 0.04% | Reduce -0.3% | 1,434 | $413K |
| TD Capital Management LLC | 0.04% | Add +4.4% | 1,423 | $410K |
| Meeder Asset Management Inc. | 0.03% | No change | 1,411 | $406K |
| BSW Wealth Partners | 0.07% | No change | 1,406 | $405K |
| Global Wealth Strategies & Associates | 0.15% | No change | 1,400 | $403K |
| Ted Buchan & Co | 0.25% | No change | 1,705 | $402K |
| Tritonpoint Wealth, LLC | 0.04% | Add +36.3% | 2,089 | $402K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Add +60.6% | 1,386 | $399K |
| Private Portfolio Partners LLC | 0.08% | No change | 1,385 | $399K |
| Arq Wealth Advisors, LLC | 0.17% | New | 1,382 | $398K |
| Redwood Wealth Management Group, LLC | 0.42% | Reduce -15.4% | 1,365 | $393K |
| Missouri Trust & Investment Co | 0.15% | Reduce -6.8% | 1,364 | $393K |
| Chatham Capital Group, Inc. | 0.07% | No change | 1,358 | $391K |
| Cornerstone Wealth Management, LLC | 0.03% | No change | 1,353 | $390K |
| Scharf Investments, LLC | 0.01% | Reduce -48.4% | 1,351 | $389K |
| Union Savings Bank | 0.20% | No change | 1,344 | $387K |
| Levy Wealth Management Group, LLC | 0.11% | No change | 1,470 | $385K |
| Bogart Wealth, LLC | 0.02% | Add +2.5% | 1,336 | $385K |
| Patton Albertson Miller Group, LLC | 0.06% | Reduce -1.1% | 1,317 | $379K |
| Beirne Wealth Consulting Services, LLC | 0.16% | Add +1.9% | 1,316 | $379K |
| First American Trust, FSB | 0.04% | No change | 1,314 | $378K |
| L.M. Kohn & Company | 0.11% | Reduce -1.6% | 1,311 | $378K |
| Traynor Capital Management, Inc. | 0.04% | No change | 1,306 | $376K |
| Pointe Capital Management LLC | 0.23% | No change | 1,297 | $374K |
| PBMares Wealth Management LLC | 0.10% | No change | 1,296 | $373K |
| Pennsylvania Capital Management Inc. | 0.15% | Reduce -88.6% | 1,280 | $369K |
| Ameritas Advisory Services, LLC | 0.02% | Reduce -8.0% | 1,295 | $366K |
| Tradition Wealth Management, LLC | 0.04% | New | 1,263 | $364K |
| Annex Advisory Services, LLC | 0.01% | No change | 1,262 | $363K |
| Wellspring Financial Advisors, LLC | 0.06% | Add +21.7% | 1,257 | $362K |
| Foster & Motley Inc. | 0.02% | Add +0.1% | 1,258 | $362K |
| Migdal Insurance & Financial Holdings Ltd. | 0.01% | Reduce -13.6% | 1,242 | $358K |
| Atlas Brown,Inc. | 0.13% | No change | 1,239 | $357K |
| Geneos Wealth Management Inc. | 0.02% | Add +0.1% | 1,236 | $356K |
| Cetera Trust Company, N.A | 0.21% | Reduce -26.9% | 1,225 | $353K |
| First Manhattan Co. Llc. | 0.00% | No change | 1,224 | $353K |
| Abacus Wealth Partners, LLC | 0.06% | No change | 1,221 | $352K |
| Tudor Investment Corporation | 0.00% | Add +23.9% | 1,219 | $351K |
| Maple Capital Management, Inc. | 0.03% | Add +0.2% | 1,210 | $348K |
| V2 Financial group LLC | 0.24% | No change | 1,200 | $346K |
| Creegan & Nassoura Financial Group, LLC | 0.23% | No change | 1,200 | $346K |
| Summit Asset Management, LLC | 0.04% | No change | 1,200 | $346K |
| Willow Creek Wealth Management Inc. | 0.04% | No change | 1,190 | $343K |
| Vista Capital Partners, Inc. | 0.04% | No change | 1,182 | $340K |
| Saxon Interests, Inc. | 0.16% | Add +13.8% | 1,175 | $339K |
| Gibbs Wealth Management | 0.19% | — | 1,160 | $334K |
| Financial Gravity Asset Management, Inc. | 0.09% | Reduce -62.6% | 1,274 | $334K |
| Vestmark Advisory Solutions, Inc. | 0.01% | Reduce -16.4% | 1,151 | $332K |
| Baker Ellis Asset Management LLC | 0.05% | No change | 1,150 | $331K |
| Wedbush Securities Inc. | 0.01% | Reduce -2.4% | 1,147 | $330K |
| Napatree Capital LLC | 0.32% | Reduce -6.9% | 1,193 | $329K |
| Signature Estate & Investment Advisors LLC | 0.01% | No change | 1,141 | $329K |
| EPG Wealth Management LLC | 0.08% | No change | 1,129 | $325K |
| Anchor Investment Management, LLC | 0.03% | No change | 1,128 | $325K |
| Greenhouse Wealth Management, LLC | 0.24% | Add +0.2% | 1,128 | $325K |
| Modern Wealth Management, LLC | 0.03% | No change | 1,121 | $323K |
| Meridian Wealth Partners, LLC | 0.06% | No change | 1,111 | $320K |
| Guardian Asset Advisors, LLC | 0.26% | Reduce -2.1% | 1,108 | $319K |
| Cherry Tree Wealth Management, LLC | 0.08% | No change | 1,102 | $317K |
| Gilliland Jeter Wealth Management LLC | 0.11% | No change | 1,100 | $317K |
| Aspire Wealth Management Corp | 0.19% | No change | 1,089 | $314K |
| Bedel Financial Consulting, Inc. | 0.05% | No change | 1,084 | $312K |
| Encompass Wealth Advisors, LLC | 0.08% | Reduce -4.0% | 1,075 | $310K |
| Marcum Wealth, LLC | 0.03% | No change | 1,073 | $309K |
| New Republic Capital, LLC | 0.19% | Reduce -1.8% | 1,066 | $307K |
| LCNB Corp. | 0.11% | No change | 1,065 | $307K |
| Silver Oak Advisory Group, Inc. | 0.17% | Reduce -3.2% | 1,061 | $306K |
| Moss Adams Wealth Advisors LLC | 0.05% | No change | 1,062 | $306K |
| EWG Elevate Inc. | 0.12% | No change | 1,051 | $303K |
| Kintra Wealth, LLC | 0.22% | New | 1,049 | $302K |
| Keystone Wealth Services, LLC | 0.10% | Add +0.2% | 1,042 | $300K |
| Madison Wealth Partners, Inc | 0.11% | Add +12.7% | 1,041 | $300K |
| Drake & Associates, LLC | 0.11% | New | 1,037 | $299K |
| Investmark Advisory Group LLC | 0.16% | Add +0.3% | 1,036 | $299K |
| Essex Bank | 0.09% | No change | 1,135 | $298K |
| Evergreen Capital Management LLC | 0.01% | No change | 1,030 | $297K |
| McAdam, LLC | 0.02% | Add +22.8% | 1,019 | $294K |
| Zacks Investment Management | 0.00% | New | 1,012 | $291K |
| Lanark Financial, Inc. | 0.03% | Reduce -5.6% | 1,008 | $291K |
| Advus Financial Partners, LLC | 0.09% | Reduce -27.4% | 1,010 | $291K |
| Bristlecone Advisors, LLC | 0.03% | No change | 1,000 | $288K |
| Advocate Group LLC | 0.06% | No change | 1,000 | $288K |
| Hardy Reed LLC | 0.04% | No change | 992 | $286K |
| Portfolio Strategies, Inc. | 0.02% | New | 992 | $286K |
| Cardinal Point Capital Management ULC | 0.05% | No change | 979 | $282K |
| Cambridge Capital Management, LLC | 0.22% | No change | 978 | $282K |
| Glass Jacobson Investment Advisors llc | 0.11% | Reduce -1.9% | 977 | $281K |
| Revolve Wealth Partners, LLC | 0.05% | New | 977 | $281K |
| James J. Burns & Company, LLC | 0.10% | Reduce -85.8% | 986 | $281K |
| Howard Wealth Management, LLC | 0.23% | Reduce -2.0% | 975 | $281K |
| S.A. Mason LLC | 0.17% | No change | 975 | $281K |
| KCM Investment Advisors LLC | 0.01% | No change | 975 | $281K |
| Range Financial Group LLC | 0.15% | No change | 974 | $281K |
| FFT Wealth Management LLC | 0.02% | Add +0.1% | 973 | $280K |
| Hartline Investment Corp./ | 0.05% | New | 972 | $280K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.05% | Reduce -34.4% | 972 | $280K |
| Tenon Financial LLC | 0.23% | — | 966 | $278K |
| Crescent Grove Advisors, LLC | 0.03% | No change | 965 | $278K |
| Nicolet Advisory Services, LLC | 0.03% | Reduce -61.4% | 972 | $278K |
| Aft, Forsyth & Company, Inc. | 0.16% | Add +0.3% | 961 | $277K |
| Gibson Capital, LLC | 0.06% | No change | 958 | $276K |
| Fulcrum Capital LLC | 0.07% | No change | 957 | $276K |
| Independent Advisor Alliance | 0.01% | No change | 952 | $274K |
| Delta Asset Management LLC | 0.02% | No change | 950 | $274K |
| Bigelow Investment Advisors, LLC | 0.13% | Reduce -2.6% | 945 | $272K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +574.3% | 944 | $272K |
| Etesian Wealth Advisors, Inc. | 0.16% | No change | 940 | $271K |
| NBT Bank, N.A. | 0.02% | Reduce -0.1% | 937 | $270K |
| Alesco Advisors, LLC, An ESL Co | 0.01% | Reduce -16.1% | 935 | $269K |
| Smith Anglin Financial, LLC | 0.03% | No change | 924 | $266K |
| Wade Financial Advisory, Inc | 0.10% | No change | 920 | $265K |
| Twelve Points Wealth Management LLC | 0.10% | Reduce -48.2% | 916 | $264K |
| ODonnell Financial Services, LLC | 0.12% | No change | 914 | $263K |
| Calamos Advisors LLC | 0.00% | New | 914 | $263K |
| Juncture Wealth Strategies, LLC | 0.11% | No change | 913 | $263K |
| One Capital Management, LLC | 0.01% | New | 908 | $262K |
| Norway Savings Bank | 0.11% | No change | 900 | $259K |
| Valley Forge Investment Consultants Inc. Adv | 0.10% | No change | 900 | $259K |
| Embree Financial Group | 0.05% | No change | 900 | $259K |
| Better Money Decisions, LLC | 0.21% | Reduce -2.0% | 900 | $259K |
| New Century Financial Group, LLC | 0.18% | Add +1.4% | 896 | $258K |
| Accretive Wealth Partners, LLC | 0.11% | No change | 916 | $258K |
| King Wealth Management Group | 0.05% | Reduce -10.3% | 892 | $257K |
| Werba Rubin Papier Wealth Management | 0.07% | Reduce -3.0% | 889 | $256K |
| Keb Asset Management, LLC | 0.09% | No change | 888 | $256K |
| CIC Wealth, LLC | 0.07% | No change | 885 | $255K |
| Kendall Capital Management | 0.09% | Reduce -3.8% | 882 | $254K |
| GenTrust, LLC | 0.02% | No change | 880 | $253K |
| Armstrong Advisory Group, Inc. | 0.02% | No change | 966 | $253K |
| Quest Investment Management LLC | 0.03% | No change | 875 | $252K |
| Reynders McVeigh Capital Management, LLC | 0.01% | Reduce -41.9% | 872 | $252K |
| Transcend Capital Advisors, LLC | 0.02% | Reduce -22.1% | 871 | $251K |
| Hill Investment Group Partners, LLC | 0.04% | No change | 869 | $250K |
| Sage Rhino Capital LLC | 0.06% | No change | 868 | $250K |
| Howland Capital Management LLC | 0.01% | No change | 859 | $247K |
| Wealth Advisors of Iowa, LLC | 0.15% | No change | 855 | $246K |
| Greenspring Advisors, LLC | 0.06% | No change | 854 | $246K |
| Principle Wealth Partners LLC | 0.02% | No change | 854 | $246K |
| JB Capital LLC | 0.02% | Add +1.2% | 854 | $246K |
| Capital Advisors Inc. | 0.01% | No change | 852 | $245K |
| Financial Alternatives, Inc | 0.19% | No change | 851 | $245K |
| Amplius Wealth Advisors, LLC | 0.03% | Reduce -4.5% | 850 | $245K |
| Kanawha Capital Management LLC | 0.02% | No change | 849 | $245K |
| One Charles Private Wealth Services, LLC | 0.11% | No change | 848 | $244K |
| Venture Visionary Partners LLC | 0.01% | Add +5.6% | 848 | $244K |
| Beacon Harbor Wealth Advisors, Inc. | 0.06% | No change | 843 | $243K |
| Edge Financial Advisors LLC | 0.21% | — | 842 | $243K |
| First Commonwealth Financial Corp | 0.06% | New | 840 | $242K |
| Covenant Partners, LLC | 0.07% | Reduce -4.2% | 839 | $242K |
| Allred Capital Management, LLC | 0.09% | Reduce -73.7% | 835 | $241K |
| Shared Vision Wealth Group LLC | 0.15% | Add +0.1% | 832 | $240K |
| Gryphon Financial Partners LLC | 0.04% | New | 830 | $239K |
| Prestige Wealth Management Group LLC | 0.05% | Reduce -14.4% | 827 | $238K |
| Freedom Day Solutions, LLC | 0.08% | No change | 827 | $238K |
| Benchmark Investment Advisors LLC | 0.19% | No change | 822 | $237K |
| Bar Harbor Wealth Management | 0.02% | No change | 822 | $237K |
| Abound Wealth Management | 0.09% | No change | 819 | $236K |
| BlueChip Wealth Advisors LLC | 0.15% | No change | 812 | $234K |
| WealthCollab, LLC | 0.17% | No change | 812 | $234K |
| Klingenstein Fields & Co. LP | 0.01% | No change | 810 | $233K |
| Avantax Planning Partners, Inc. | 0.01% | New | 807 | $232K |
| High Falls Advisors, Inc | 0.06% | New | 806 | $232K |
| Hutchinson Capital Management | 0.05% | No change | 806 | $232K |
| ARS Wealth Advisors Group, LLC | 0.03% | Reduce -0.3% | 801 | $231K |
| Melfa Wealth Management, Inc. | 0.17% | New | 800 | $230K |
| Iowa State Bank | 0.05% | No change | 800 | $230K |
| Veracity Capital LLC | 0.09% | Reduce -7.4% | 798 | $230K |
| Isthmus Partners, LLC | 0.03% | No change | 795 | $229K |
| Arthur M. Cohen & Associates, LLC | 0.05% | Add +0.1% | 794 | $229K |
| Builder Investment Group Inc. | 0.07% | No change | 793 | $228K |
| Acorn Financial Advisory Services Inc. | 0.04% | New | 793 | $228K |
| Fortis Capital Management LLC | 0.06% | Add +0.3% | 790 | $228K |
| Exencial Wealth Advisors, LLC | 0.01% | Add +0.4% | 789 | $227K |
| Stone Summit Wealth LLC | 0.08% | No change | 788 | $227K |
| True North Advisors, LLC | 0.06% | No change | 785 | $226K |
| Total Wealth Planning, LLC | 0.04% | No change | 784 | $226K |
| Rollins Financial Advisors, LLC | 0.04% | New | 779 | $224K |
| Redhawk Wealth Advisors, Inc. | 0.04% | Reduce -2.8% | 778 | $224K |
| Galvin, Gaustad & Stein, LLC | 0.02% | No change | 777 | $224K |
| 360 Financial, Inc. | 0.09% | No change | 777 | $224K |
| Opal Wealth Advisors, LLC | 0.08% | Reduce -55.0% | 774 | $223K |
| Forte Capital LLC | 0.03% | No change | 771 | $222K |
| Evolution Wealth Advisors, LLC | 0.04% | Reduce -2.5% | 769 | $221K |
| Power Wealth Management LLC | 0.14% | New | 768 | $221K |
| Penobscot Wealth Management | 0.14% | New | 769 | $221K |
| Boston Research & Management Inc. | 0.05% | No change | 768 | $221K |
| Larson Financial Group LLC | 0.02% | Add +0.1% | 766 | $221K |
| Perennial Investment Advisors, LLC | 0.03% | New | 765 | $220K |
| Holistic Financial Partners | 0.11% | New | 760 | $219K |
| Waterloo Capital, L.P. | 0.03% | Reduce -95.6% | 755 | $218K |
| Pallas Capital Advisors LLC | 0.01% | Reduce -12.3% | 755 | $217K |
| Washington Trust Bank | 0.02% | New | 754 | $217K |
| Atlantic Union Bankshares Corp | 0.02% | New | 754 | $217K |
| Cherrydale Wealth Management, LLC | 0.10% | New | 754 | $217K |
| Black Diamond Financial, LLC | 0.06% | No change | 824 | $216K |
| Private Trust Co. NA | 0.02% | No change | 747 | $215K |
| Athena Investment Management | 0.13% | New | 734 | $212K |
| Mandatum Life Insurance Co Ltd | 0.07% | New | 731 | $211K |
| Personal Cfo Solutions, LLC | 0.03% | Reduce -50.4% | 729 | $210K |
| Philadelphia Trust Co. | 0.02% | New | 728 | $210K |
| Boston Family Office LLC | 0.01% | New | 725 | $209K |
| Uptick Partners, LLC | 0.16% | New | 723 | $208K |
| Wealth Effects LLC | 0.08% | New | 723 | $208K |
| LexAurum Advisors, LLC | 0.05% | New | 723 | $208K |
| 9258 Wealth Management, LLC | 0.03% | New | 723 | $208K |
| Matrix Asset Advisors Inc. | 0.02% | New | 721 | $208K |
| Fifth Third Wealth Advisors LLC | 0.03% | New | 717 | $207K |
| Carmel Capital Partners, LLC | 0.09% | New | 717 | $206K |
| Adams Wealth Management | 0.05% | New | 712 | $205K |
| Unionview, LLC | 0.17% | New | 710 | $205K |
| CENTRAL TRUST Co | 0.01% | No change | 710 | $205K |
| Empowered Funds, LLC | 0.00% | New | 709 | $204K |
| Private Capital Management, LLC | 0.02% | New | 708 | $204K |
| Old Port Advisors | 0.06% | New | 707 | $204K |
| Moors & Cabot, Inc. | 0.01% | New | 705 | $203K |
| London Co. of Virginia | 0.00% | Reduce -99.1% | 705 | $203K |
| Aspect Partners, LLC | 0.16% | No change | 702 | $202K |
| Geller Advisors LLC | 0.02% | New | 701 | $202K |
| Kapstone Financial Advisors LLC | 0.14% | New | 700 | $202K |
| State Street Corp. | 0.00% | New | 700 | $202K |
| Quadcap Wealth Management, LLC | 0.05% | New | 696 | $200K |
| Blue Trust, Inc. | 0.00% | Reduce -5.8% | 686 | $198K |
| Pflug Koory, LLC | 0.01% | No change | 674 | $194K |
| Pin Oak Investment Advisors Inc. | 0.19% | Add +12.7% | 673 | $194K |
| Beaird Harris Wealth Management, LLC | 0.02% | Reduce -13.9% | 664 | $191K |
| Silicon Valley Capital Partners | 0.03% | Add +0.3% | 654 | $188K |
| Founders Capital Management | 0.13% | No change | 653 | $188K |
| NWK Group, Inc. | 0.09% | No change | 640 | $184K |
| Chesapeake Asset Management LLC | 0.18% | Reduce -67.4% | 625 | $180K |
| GAMMA Investing LLC | 0.04% | No change | 622 | $179K |
| MidAtlantic Capital Management, Inc. | 0.16% | No change | 621 | $179K |
| Institutional & Family Asset Management, LLC | 0.03% | Reduce -6.1% | 614 | $177K |
| Creative Financial Designs Inc. | 0.02% | Reduce -12.0% | 600 | $173K |
| WestEnd Advisors, LLC | 0.00% | Reduce -24.9% | 598 | $172K |
| RFP Financial Group LLC | 0.07% | No change | 585 | $168K |
| Lindbrook Capital, LLC | 0.02% | No change | 576 | $166K |
| M&R Capital Management Inc. | 0.04% | No change | 573 | $165K |
| Halpern Financial, Inc. | 0.05% | No change | 574 | $164K |
| Logan Capital Management Inc. | 0.01% | No change | 550 | $158K |
| Blume Capital Management, Inc. | 0.04% | No change | 550 | $158K |
| EverSource Wealth Advisors, LLC | 0.01% | Reduce -19.1% | 569 | $157K |
| Northwest Capital Management Inc | 0.05% | Add +0.2% | 543 | $157K |
| Trust Co. of Vermont | 0.01% | New | 529 | $152K |
| Arcadia Investment Management Corp. | 0.03% | No change | 525 | $151K |
| City State Bank | 0.07% | No change | 525 | $151K |
| LifeSteps Financial, Inc. | 0.11% | New | 520 | $150K |
| Trifecta Capital Advisors, LLC | 0.04% | No change | 500 | $144K |
| Rothschild Investment LLC | 0.01% | Reduce -13.3% | 489 | $141K |
| Global Assets Advisory, LLC | 0.08% | New | 485 | $139K |
| ICA Group Wealth Management, LLC | 0.03% | No change | 479 | $138K |
| Cedar Mountain Advisors, LLC | 0.03% | No change | 475 | $137K |
| Marquette Associates, Inc. | 0.10% | No change | 473 | $136K |
| SouthState Bank Corp | 0.01% | No change | 446 | $128K |
| Bromfield Sneider Wealth Advisors | 0.08% | Add +0.5% | 443 | $127K |
| PFG Private Wealth Management, LLC | 0.08% | No change | 434 | $125K |
| Westside Investment Management, Inc. | 0.03% | No change | 430 | $124K |
| AlphaMark Advisors, LLC | 0.04% | No change | 427 | $123K |
| Salomon & Ludwin, LLC | 0.01% | Reduce -18.6% | 423 | $122K |
| Pineridge Advisors LLC | 0.04% | No change | 415 | $120K |
| Jamison Private Wealth Management, Inc. | 0.02% | New | 410 | $118K |
| Harbour Investments, Inc. | 0.00% | Reduce -5.5% | 396 | $114K |
| Spotlight Asset Group, Inc. | 0.08% | Reduce -0.8% | 371 | $107K |
| Headlands Technologies LLC | 0.03% | New | 368 | $106K |
| Breakwater Investment Management | 0.05% | — | 363 | $105K |
| Capital Investment Advisory Services, LLC | 0.01% | Reduce -51.6% | 353 | $102K |
| Family Manage LLC | 0.02% | New | 350 | $101K |
| Smartleaf Asset Management LLC | 0.02% | No change | 348 | $100K |
| McIlrath & Eck, LLC | 0.02% | Add +0.3% | 346 | $100K |
| Kelly Financial Services LLC | 0.04% | Reduce -5.3% | 343 | $99K |
| Center for Financial Planning, Inc. | 0.01% | New | 332 | $96K |
| Deutsche Bank AG | 0.00% | Add +181.8% | 310 | $89K |
| Paladin Advisory Group, LLC | 0.07% | No change | 308 | $89K |
| Beacon Capital Management, LLC | 0.02% | No change | 307 | $88K |
| Frazier Financial Advisors, LLC | 0.07% | No change | 300 | $86K |
| Milestone Investment Advisors LLC | 0.02% | No change | 300 | $86K |
| Angeles Wealth Management, LLC | 0.01% | Reduce -96.9% | 290 | $84K |
| Pacific Center for Financial Services | 0.02% | No change | 286 | $82K |
| Pacifica Partners Inc. | 0.03% | No change | 272 | $78K |
| Eukles Asset Management | 0.03% | No change | 263 | $76K |
| Maryland Capital Advisors Inc. | 0.05% | No change | 261 | $75K |
| Hantz Financial Services, Inc. | 0.00% | No change | 260 | $75K |
| HHM Wealth Advisors, LLC | 0.01% | No change | 258 | $74K |
| Brown, Lisle/Cummings, Inc. | 0.02% | Add +50.9% | 252 | $73K |
| Northwest Investment Counselors, LLC | 0.02% | New | 250 | $72K |
| Palouse Capital Management, Inc. | 0.05% | New | 241 | $69K |
| Robinson Capital Management, LLC | 0.03% | Add +100.0% | 250 | $69K |
| Ritter Daniher Financial Advisory LLC / DE | 0.02% | No change | 237 | $68K |
| Tanaka Capital Management Inc. | 0.17% | No change | 235 | $68K |
| Sugarloaf Wealth Management, LLC | 0.01% | No change | 222 | $64K |
| Capital Analysts, LLC | 0.00% | No change | 218 | $63K |
| Realta Investment Advisors | 0.01% | New | 210 | $60K |
| WR Wealth Planners, LLC | 0.02% | New | 209 | $60K |
| Main Management LLC | 0.01% | No change | 208 | $60K |
| Global Financial Private Client, LLC | 0.02% | No change | 201 | $58K |
| Concourse Financial Group Securities, Inc. | 0.00% | Add +164.0% | 198 | $57K |
| Valley National Advisers Inc. | 0.01% | No change | 186 | $53K |
| FSA Wealth Management LLC | 0.02% | No change | 180 | $52K |
| SYM FINANCIAL Corp | 0.01% | No change | 178 | $51K |
| Koesten, Hirschmann & Crabtree, INC. | 0.03% | No change | 177 | $51K |
| Wetzel Investment Advisors, Inc. | 0.03% | Reduce -35.2% | 184 | $51K |
| JNBA Financial Advisors | 0.01% | New | 174 | $50K |
| Howe & Rusling Inc. | 0.00% | Reduce -10.0% | 171 | $49K |
| Clearstead Trust, LLC | 0.01% | Reduce -2.4% | 162 | $47K |
| Providence Capital Advisors, LLC | 0.01% | No change | 162 | $47K |
| Allspring Global Investments Holdings, LLC | 0.00% | Reduce -96.9% | 159 | $46K |
| Horizons Wealth Management | 0.03% | No change | 170 | $45K |
| Farmers & Merchants Trust Co of Chambersburg PA | 0.02% | No change | 145 | $42K |
| Chilton Capital Management LLC | 0.00% | No change | 145 | $42K |
| Oliver Lagore Vanvalin Investment Group | 0.01% | New | 143 | $41K |
| Mine & Arao Wealth Creation & Management, LLC. | 0.02% | No change | 140 | $40K |
| Assetmark, Inc. | 0.00% | Add +28.6% | 135 | $39K |
| Avion Wealth | 0.01% | No change | 130 | $38K |
| Cordgrass Capital Advisors, LLC | 0.01% | No change | 125 | $36K |
| GW&K Investment Management, LLC | 0.00% | No change | 114 | $33K |
| Mb, Levis & Associates, LLC | 0.02% | No change | 114 | $33K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 106 | $31K |
| Peachtree Investment Partners, LLC | 0.01% | No change | 104 | $30K |
| MTM Investment Management, LLC | 0.01% | No change | 100 | $29K |
| Tompkins Financial Corp. | 0.00% | No change | 100 | $29K |
| Arax Advisory Partners | 0.00% | No change | 96 | $28K |
| LRI Investments, LLC | 0.01% | — | 96 | $28K |
| Robinswood Financial LLC | 0.01% | No change | 92 | $26K |
| Legacy Bridge, LLC | 0.01% | No change | 86 | $25K |
| Amundi | 0.00% | No change | 83 | $23K |
| Weaver Capital Management LLC | 0.01% | New | 76 | $22K |
| Signature Resources Capital Management, LLC | 0.02% | No change | 78 | $20K |
| AllSquare Wealth Management LLC | 0.01% | No change | 66 | $19K |
| Atlantic Edge Private Wealth Management, LLC | 0.01% | No change | 65 | $19K |
| Laurel Wealth Advisors LLC | 0.00% | No change | 65 | $19K |
| Elevation Wealth Partners, LLC | 0.01% | No change | 64 | $18K |
| Caldwell Trust Co | 0.00% | No change | 63 | $18K |
| Caitlin John, LLC | 0.01% | No change | 61 | $18K |
| Glen Eagle Advisors, LLC | 0.00% | No change | 59 | $17K |
| Colonial Trust Co / SC | 0.00% | Reduce -26.6% | 58 | $17K |
| Janiczek Wealth Management, LLC | 0.00% | No change | 56 | $16K |
| Transcendent Capital Group LLC | 0.01% | No change | 55 | $16K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -34.2% | 50 | $14K |
| Central Bank & Trust Co. | 0.00% | No change | 48 | $14K |
| Vermillion & White Wealth Management Group, LLC | 0.01% | No change | 45 | $13K |
| Householder Group Estate & Retirement Specialist, LLC | 0.00% | Reduce -44.2% | 43 | $12K |
| Rosenberg Matthew Hamilton | 0.00% | Add +65.4% | 43 | $12K |
| Hoey Investments, Inc. | 0.00% | No change | 39 | $11K |
| Bangor Savings Bank | 0.00% | No change | 38 | $11K |
| IAG Wealth Partners, LLC | 0.00% | No change | 37 | $11K |
| Sound Income Strategies, LLC | 0.00% | Reduce -58.9% | 37 | $11K |
| Pension & Wealth Management Advisors, Inc. | 0.01% | No change | 33 | $10K |
| Angeles Investment Advisors, LLC | 0.00% | No change | 32 | $9K |
| Steph & Co. | 0.00% | No change | 30 | $9K |
| Tucker Asset Management LLC | 0.00% | New | 30 | $9K |
| Dunhill Financial, LLC | 0.01% | No change | 27 | $8K |
| WealthShield Partners, LLC | 0.00% | Reduce -94.4% | 25 | $7K |
| Piscataqua Savings Bank | 0.01% | No change | 25 | $7K |
| Penserra Capital Management LLC | 0.00% | New | 27 | $7K |
| Peoples Bank | 0.01% | No change | 23 | $7K |
| Castleview Partners, LLC | 0.00% | No change | 22 | $6K |
| Davis Capital Management | 0.01% | No change | 21 | $6K |
| Barrett & Company, Inc. | 0.00% | No change | 17 | $5K |
| NFSG Corp | 0.00% | Add +6.3% | 17 | $5K |
| Hexagon Capital Partners LLC | 0.00% | Reduce -38.5% | 16 | $5K |
| National Bank of Canada | 0.00% | No change | 15 | $4K |
| Continuum Advisory, LLC | 0.00% | New | 13 | $4K |
| Arlington Trust Co LLC | 0.00% | New | 11 | $3K |
| Progressive Investment Management Corp | 0.00% | New | 2 | $576 |
"% of holder's portfolio" is IWB's weight in each manager's 13F, not the share of iShares Russell 1000 ETF the manager owns.