iShares Russell 1000 ETFIWBETF
13F holders, Q2 2024 (June 30)1,255holders +31
85new positions
56sold out
7famous investors
$297.48avg. 13F price*
At the end of Q2 2024, 1,255 institutions reported holding iShares Russell 1000 ETF (IWB) in their 13F filings, up 31 from Q1 2024. 85 opened new positions and 56 sold out. The largest holders were FMR LLC ($3.0B), Jones Financial Companies LLLP ($2.6B) and Envestnet Asset Management Inc. ($1.3B). 7 famous investors held it, including Israel Englander (0.1% of Millennium Management's portfolio), Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio) and Ken Griffin (0.0% of Citadel Advisors'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 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 85 | $288.2M |
| Exits | 56 | $240.4M |
All 13F filers, Q1 2024 → Q2 2024: 4,389,062 shares bought and 6,681,343 shares sold, net −2,292,281 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,255 holders
| FMR LLC | 0.19% | Reduce -1.5% | 10,087,581 | $3.0B |
| Jones Financial Companies LLLP | 3.05% | Add +3.7% | 8,874,814 | $2.6B |
| Envestnet Asset Management Inc. | 0.47% | Reduce -6.1% | 4,513,476 | $1.3B |
| Bank of America Corp. | 0.10% | Add +1.3% | 3,645,591 | $1.1B |
| M&T Bank Corp | 3.21% | Reduce -1.5% | 3,161,272 | $940.6M |
| Morgan Stanley | 0.06% | Add +2.1% | 2,797,387 | $832.3M |
| Northern Trust Corp. | 0.14% | Add +0.5% | 2,738,157 | $814.7M |
| PNC Financial Services Group, Inc. | 0.49% | Reduce -0.7% | 2,484,086 | $739.1M |
| Goldman Sachs Group Inc. | 0.14% | Reduce -7.0% | 2,414,589 | $718.4M |
| LPL Financial LLC | 0.35% | Add +1.3% | 2,341,391 | $696.7M |
| BlackRock Inc. | 0.02% | Reduce -49.5% | 2,231,316 | $663.9M |
| Focus Partners Wealth | 1.66% | Add +114.5% | 1,659,878 | $493.9M |
| Millburn Ridgefield LLC | 12.91% | Add +5.1% | 1,626,142 | $483.8M |
| Catalyst Capital Advisors LLC | 11.17% | Add +5.1% | 1,626,142 | $483.8M |
| Wells Fargo & Company | 0.11% | Add +0.1% | 1,438,317 | $428.0M |
| Johnson Investment Counsel Inc. | 4.01% | Add +2.3% | 1,279,068 | $380.6M |
| Bokf, NA | 6.73% | Add +8.9% | 1,260,585 | $375.1M |
| Northwestern Mutual Wealth Management Co. | 0.36% | Reduce -3.1% | 1,222,201 | $363.7M |
| JPMorgan Chase & Co. | 0.03% | Reduce -20.8% | 1,189,545 | $353.9M |
| Pathstone Holdings, LLC | 1.54% | Reduce -0.9% | 1,143,262 | $340.2M |
| Captrust Financial Advisors | 0.93% | Add +0.5% | 972,754 | $289.4M |
| UBS Group AG | 0.08% | Reduce -30.3% | 909,005 | $270.5M |
| Mercer Global Advisors Inc. | 0.65% | Reduce -1.9% | 797,940 | $237.4M |
| National Mutual Insurance Federation of Agricultural Cooperatives | 2.35% | No change | 791,000 | $235.4M |
| Legacy Wealth Management, LLC | 16.95% | Reduce -0.2% | 787,019 | $234.2M |
| Daido Life Insurance Co. | 26.27% | Reduce -31.8% | 771,438 | $229.5M |
| CHURCHILL MANAGEMENT Corp | 2.62% | Reduce -0.7% | 745,824 | $221.9M |
| Capstone Financial Advisors, Inc. | 13.53% | Reduce -1.8% | 688,502 | $204.9M |
| Creative Planning | 0.21% | Reduce -1.0% | 670,250 | $199.4M |
| Cerity Partners LLC | 0.54% | Reduce -1.8% | 664,905 | $197.8M |
| Comerica Bank | 0.82% | Reduce -3.0% | 662,867 | $197.2M |
| Tiaa Trust, National Association | 0.60% | Reduce -8.6% | 647,145 | $192.9M |
| US Bancorp \de | 0.25% | Add +1.6% | 604,623 | $179.9M |
| Red Cedar Investment Management, LLC | 21.53% | Reduce -8.9% | 530,816 | $157.9M |
| Empower Advisory Group, LLC | 0.58% | Reduce -3.8% | 523,776 | $155.8M |
| Mariner, LLC | 0.29% | Reduce -0.6% | 501,889 | $149.3M |
| Royal Bank of Canada | 0.04% | Add +29.0% | 492,482 | $146.5M |
| HighTower Advisors, LLC | 0.22% | Reduce -4.6% | 486,222 | $144.7M |
| Ameriprise Financial Inc. | 0.04% | Reduce -3.0% | 483,865 | $144.0M |
| Halbert Hargrove Global Advisors, LLC | 8.02% | Add +0.3% | 459,581 | $136.7M |
| Raymond James Financial Services Advisors, Inc. | 0.18% | Reduce -0.2% | 417,892 | $124.3M |
| Fifth Third Bancorp | 0.47% | Reduce -0.5% | 414,026 | $123.2M |
| HSBC Holdings PLC | 0.08% | Add +10.2% | 412,862 | $122.8M |
| Truist Financial Corp. | 0.18% | Reduce -0.1% | 405,996 | $120.8M |
| CIBC Private Wealth Group LLC | 0.23% | Reduce -0.2% | 396,442 | $120.2M |
| MPS Loria Financial Planners, LLC | 36.41% | Reduce -1.6% | 379,733 | $113.0M |
| Millennium Management | 0.09% | Add +4016.4% | 357,509 | $106.4M |
| Arbor Investment Advisors, LLC | 15.34% | Reduce -1.1% | 352,676 | $104.9M |
| Waverly Advisors, LLC | 2.02% | Reduce -4.2% | 345,745 | $102.9M |
| McKinley Carter Wealth Services, Inc. | 6.14% | Add +44.9% | 324,069 | $96.4M |
| Wealth Enhancement Advisory Services, LLC | 0.21% | Reduce -0.4% | 300,932 | $89.5M |
| Bank of Montreal | 0.03% | Reduce -2.0% | 280,405 | $83.6M |
| Schroder Investment Management Group | 0.09% | Reduce -20.3% | 275,298 | $81.9M |
| AMG National Trust Bank | 2.21% | Add +6.0% | 274,352 | $81.6M |
| Cetera Investment Advisers | 0.18% | Reduce -4.8% | 259,775 | $77.3M |
| Winthrop Advisory Group LLC | 10.24% | Reduce -0.6% | 253,234 | $75.3M |
| Two Sigma Investments, LP | 0.18% | Add +14.3% | 246,600 | $73.4M |
| Baird Financial Group, Inc. | 0.15% | Reduce -0.3% | 241,447 | $71.8M |
| Two Sigma Advisers, LP | 0.16% | Add +104.7% | 234,400 | $69.7M |
| BOK Financial Private Wealth, Inc. | 5.01% | Reduce -1.4% | 231,871 | $69.0M |
| Ballentine Partners, LLC | 1.27% | Reduce -0.8% | 231,526 | $68.9M |
| Parkside Advisors LLC | 17.48% | Add +1.8% | 229,930 | $68.4M |
| JFS Wealth Advisors, LLC | 5.25% | Reduce -1.0% | 223,606 | $66.5M |
| Lake Street Advisors Group, LLC | 3.06% | Add +0.0% | 213,630 | $63.6M |
| Commonwealth Equity Services, LLC | 0.10% | Add +4.2% | 204,619 | $60.9M |
| WASHINGTON TRUST Co | 2.22% | Reduce -2.0% | 203,537 | $60.6M |
| Envestnet Portfolio Solutions, Inc. | 0.21% | Reduce -0.3% | 201,508 | $60.0M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.18% | New | 200,000 | $59.5M |
| Obsidian Cio, LLC | 13.83% | Reduce -4.8% | 195,563 | $58.2M |
| EPIQ Capital Group, LLC | 19.88% | Reduce -1.2% | 189,797 | $56.5M |
| Stifel Financial Corp. | 0.06% | Add +2.3% | 186,214 | $55.4M |
| NorthCoast Asset Management LLC | 0.47% | Add +17.6% | 184,810 | $55.0M |
| Jordan Park Group LLC | 4.12% | Add +3.0% | 180,956 | $53.8M |
| Brighton Jones LLC | 1.77% | Reduce -0.6% | 180,567 | $53.7M |
| Raymond James & Associates | 0.03% | Add +5.3% | 176,627 | $52.6M |
| Bank of New York Mellon Corp | 0.01% | Reduce -5.3% | 175,384 | $52.2M |
| Cambridge Investment Research Advisors, Inc. | 0.19% | Add +6.6% | 170,308 | $50.7M |
| Corient Private Wealth LP | 0.09% | Add +0.1% | 165,612 | $49.3M |
| Choreo, LLC | 0.82% | Add +15.9% | 164,794 | $49.1M |
| Johns Hopkins University | 1.92% | No change | 161,370 | $48.0M |
| Principal Securities, Inc. | 1.32% | Reduce -1.7% | 160,662 | $47.8M |
| HBC Financial Services, PLLC | 30.31% | Reduce -1.4% | 159,377 | $47.6M |
| MML Investors Services, LLC | 0.18% | Reduce -5.2% | 151,635 | $45.1M |
| Brown Advisory Inc. | 0.06% | Reduce -0.8% | 144,636 | $43.0M |
| Cambridge Associates LLC /Ma/ | 1.96% | New | 143,760 | $42.8M |
| Equitable Holdings, Inc. | 0.45% | Reduce -5.2% | 143,367 | $42.7M |
| St. Louis Trust Co | 6.40% | Add +2.5% | 142,151 | $41.8M |
| Nixon Peabody Trust Co. | 3.72% | Add +214.3% | 140,539 | $41.8M |
| Conservest Capital Advisors, Inc. | 4.40% | Reduce -0.8% | 141,647 | $40.8M |
| HRT Financial LP | 0.23% | New | 135,341 | $40.3M |
| US Financial Advisors, LLC | 13.40% | Add +2.6% | 134,297 | $40.0M |
| Financial Management Professionals, Inc. | 5.38% | Add +21.1% | 131,697 | $39.2M |
| DT Investment Partners, LLC | 3.41% | Add +1.2% | 129,501 | $38.5M |
| Commerce Bank | 0.24% | Reduce -0.1% | 125,411 | $37.3M |
| American Financial Advisors, LLC | 5.29% | Add +5.5% | 124,967 | $37.2M |
| Keel Point, LLC | 3.34% | Reduce -4.8% | 124,513 | $37.0M |
| Brewster Financial Planning LLC | 31.00% | Reduce -1.4% | 123,871 | $36.9M |
| Ieq Capital, LLC | 0.49% | Add +17.1% | 122,784 | $36.5M |
| Beacon Pointe Advisors, LLC | 0.43% | Add +2.7% | 122,663 | $36.5M |
| Sachem Hill LLC | 7.44% | Add +4.4% | 116,468 | $34.7M |
| Osaic Holdings, Inc. | 0.08% | Reduce -19.3% | 114,747 | $34.2M |
| Rhumbline Advisers | 0.03% | Reduce -84.6% | 113,610 | $33.8M |
| Sigma Investment Counselors Inc. | 2.11% | Reduce -0.4% | 113,405 | $33.7M |
| NewEdge Advisors, LLC | 0.25% | Reduce -0.3% | 113,311 | $33.7M |
| Busey Bank | 1.15% | Reduce -1.3% | 112,650 | $33.5M |
| Rockefeller Capital Management L.P. | 0.09% | Add +13.2% | 112,150 | $33.4M |
| Franklin, Parlapiano, Turner & Welch, LLC | 9.19% | Reduce -3.1% | 111,290 | $33.1M |
| Montag A & Associates Inc. | 1.57% | Add +0.1% | 104,189 | $31.0M |
| Whittier Trust Co. of Nevada Inc. | 0.86% | Add +1.2% | 103,754 | $30.9M |
| RTD Financial Advisors, Inc. | 4.11% | Reduce -2.4% | 102,803 | $30.6M |
| Whittier Trust Co. | 0.43% | Reduce -6.1% | 101,066 | $30.1M |
| Hoge Financial Services, LLC | 24.63% | Add +1.8% | 101,030 | $30.1M |
| Wescott Financial Advisory Group, LLC | 3.37% | Reduce -4.3% | 97,444 | $29.0M |
| Dynamic Advisor Solutions LLC | 0.89% | Add +488.4% | 94,588 | $28.1M |
| Buckingham Strategic Wealth, LLC | 0.28% | Reduce -0.3% | 92,177 | $27.4M |
| TFO Wealth Partners, LLC | 5.29% | Add +0.2% | 90,928 | $27.1M |
| Gray Private Wealth, LLC | 17.15% | Reduce -0.5% | 89,921 | $26.8M |
| Robertson Stephens Wealth Management, LLC | 1.40% | Reduce -11.1% | 89,862 | $26.7M |
| Neuberger Berman Group LLC | 0.02% | Add +101.4% | 88,827 | $26.4M |
| Legacy Advisors, LLC | 3.18% | Add +0.5% | 88,036 | $26.2M |
| Parker Investment Management, LLC | 4.16% | No change | 87,954 | $26.2M |
| JT Stratford LLC | 4.81% | Add +0.2% | 86,774 | $25.8M |
| NorthRock Partners, LLC | 0.96% | Reduce -21.2% | 85,544 | $25.5M |
| BTC Capital Management, Inc. | 2.36% | Add +0.5% | 85,306 | $25.4M |
| Susquehanna International Group, LLP | 0.04% | Add +2100.1% | 84,023 | $25.0M |
| XML Financial, LLC | 2.47% | Add +0.9% | 82,556 | $24.6M |
| Opus Capital Group, LLC | 3.49% | Reduce -0.1% | 82,186 | $24.5M |
| Blair William & Co. | 0.08% | Add +1.6% | 82,122 | $24.4M |
| Pitcairn Co. | 1.48% | Add +11.3% | 81,565 | $24.3M |
| Legal & General Group Plc | 0.01% | Add +36.3% | 81,157 | $24.2M |
| Wealthfront Advisers LLC | 0.08% | Add +45.0% | 80,106 | $23.8M |
| Kestra Advisory Services, LLC | 0.13% | Reduce -14.6% | 81,783 | $23.8M |
| Sequoia Financial Advisors, LLC | 0.28% | Add +3.0% | 78,794 | $23.4M |
| Sachetta, LLC | 10.07% | Reduce -1.1% | 77,807 | $23.1M |
| Allen Investment Management, LLC | 0.27% | Add +0.2% | 75,889 | $22.6M |
| MAI Capital Management | 0.22% | Reduce -0.5% | 75,266 | $22.4M |
| Act Wealth Management, LLC | 10.97% | Reduce -8.9% | 74,926 | $22.3M |
| Stephens Inc. | 0.34% | Add +2.1% | 74,341 | $22.1M |
| FineMark National Bank & Trust | 0.81% | Reduce -1.0% | 73,443 | $21.9M |
| OneDigital Investment Advisors LLC | 0.27% | Add +31.3% | 71,707 | $21.3M |
| Copperwynd Financial, LLC | 6.96% | Add +12.5% | 70,589 | $21.3M |
| Koss-Olinger Consulting, LLC | 1.93% | New | 70,079 | $20.9M |
| Modera Wealth Management, LLC | 0.30% | Add +0.6% | 67,750 | $20.2M |
| Aspiriant, LLC | 0.82% | Reduce -0.6% | 67,730 | $20.2M |
| Coldstream Capital Management Inc. | 0.48% | Reduce -1.4% | 66,836 | $19.9M |
| Paragon Capital Management LLC | 10.68% | Reduce -0.9% | 66,550 | $19.8M |
| Centerpoint Advisors, LLC | 6.86% | Reduce -2.3% | 63,987 | $19.0M |
| Cornerstone Wealth Group, LLC | 1.69% | Add +112.9% | 63,684 | $18.9M |
| Cresset Asset Management, LLC | 0.08% | Add +35.4% | 63,265 | $18.8M |
| Clearstead Advisors, LLC | 0.32% | Add +48.5% | 62,951 | $18.7M |
| Glenmede Trust Co. NA | 0.09% | Add +1.1% | 62,452 | $18.6M |
| Austin Private Wealth, LLC | 1.95% | Reduce -2.5% | 60,820 | $18.1M |
| Private Ocean, LLC | 1.60% | Reduce -0.2% | 60,794 | $18.1M |
| Moneta Group Investment Advisors LLC | 0.29% | Add +1.3% | 60,769 | $18.1M |
| Trust Point Inc. | 1.44% | Reduce -0.1% | 60,320 | $17.9M |
| Trust Co | 2.29% | Add +1.6% | 59,709 | $17.8M |
| Davis R M Inc. | 0.36% | Add +2.2% | 59,183 | $17.6M |
| Boston Financial Mangement LLC | 0.55% | Reduce -8.2% | 58,297 | $17.3M |
| Citadel Advisors | 0.02% | Reduce -28.9% | 56,926 | $16.9M |
| Johnson Financial Group, Inc. | 0.82% | Reduce -4.1% | 56,790 | $16.9M |
| Fsa Wealth Partners, Inc. | 4.61% | Add +0.7% | 56,603 | $16.8M |
| Badgley Phelps Wealth Managers, LLC | 0.41% | Reduce -5.5% | 56,227 | $16.7M |
| Auxano Advisors, LLC | 4.54% | Reduce -2.7% | 55,175 | $16.4M |
| Perigon Wealth Management, LLC | 0.48% | Add +1.0% | 55,120 | $16.4M |
| Integrated Wealth Concepts LLC | 0.22% | Reduce -4.0% | 55,055 | $16.4M |
| Chartist Inc. | 8.33% | Reduce -0.9% | 53,960 | $16.1M |
| Mullaney, Keating & Wright, Inc. | 12.43% | — | 53,879 | $16.0M |
| Curi Capital, LLC | 0.38% | Reduce -0.3% | 53,853 | $16.0M |
| Twin Focus Capital Partners, LLC | 2.55% | No change | 53,669 | $16.0M |
| Evercore Wealth Management, LLC | 0.25% | No change | 52,997 | $15.8M |
| UMB Bank, n.a. | 0.25% | Reduce -6.5% | 51,677 | $15.4M |
| Tortoise Investment Management, LLC | 1.71% | Reduce -0.2% | 50,395 | $15.0M |
| 1900 Wealth Management LLC | 1.39% | Reduce -0.1% | 49,808 | $14.8M |
| Orion Porfolio Solutions, LLC | 0.15% | Add +1.1% | 49,284 | $14.7M |
| Orion Portfolio Solutions, LLC | 0.15% | Add +1.1% | 49,284 | $14.7M |
| Cwm, LLC | 0.07% | Reduce -3.2% | 49,006 | $14.6M |
| Bordeaux Wealth Advisors LLC | 2.79% | Add +0.6% | 48,929 | $14.6M |
| Glassman Wealth Services | 2.56% | Reduce -1.8% | 46,710 | $13.9M |
| GTS Securities LLC | 0.29% | New | 46,178 | $13.7M |
| Rice Partnership, LLC | 2.98% | Add +5.3% | 46,081 | $13.7M |
| Centennial Bank | 6.69% | Add +0.3% | 45,885 | $13.7M |
| AlTi Global, Inc. | 0.36% | Add +0.0% | 44,678 | $13.3M |
| Thrivent Financial for Lutherans | 0.03% | Reduce -24.1% | 43,750 | $13.0M |
| Bessemer Group Inc. | 0.02% | Reduce -0.1% | 43,137 | $12.8M |
| Savant Capital, LLC | 0.13% | Reduce -1.2% | 43,065 | $12.8M |
| Graves Light Lenhart Wealth, Inc. | 1.45% | No change | 42,620 | $12.7M |
| Latigo Investments, LLC | 6.48% | No change | 42,556 | $12.7M |
| Private Advisor Group, LLC | 0.08% | Reduce -0.2% | 42,469 | $12.6M |
| Glenview Trust Co | 0.25% | Reduce -1.3% | 42,312 | $12.6M |
| New England Private Wealth Advisors LLC | 2.19% | Add +0.2% | 42,184 | $12.6M |
| Fiducient Advisors LLC | 1.71% | Add +154.7% | 41,519 | $12.4M |
| Old Mission Capital LLC | 0.32% | New | 40,682 | $12.1M |
| Quadrature Capital Ltd | 0.20% | New | 40,405 | $12.0M |
| Laird Norton Wetherby Trust Company, LLC | 1.69% | Reduce -3.9% | 40,377 | $12.0M |
| Jaffetilchin Investment Partners, LLC | 1.01% | Add +0.2% | 39,573 | $11.8M |
| Clarius Group, LLC | 0.83% | No change | 39,400 | $11.7M |
| Wealthspire Advisors, LLC | 0.15% | Reduce -5.2% | 38,799 | $11.5M |
| Bradley Foster & Sargent Inc. | 0.21% | Reduce -0.0% | 38,348 | $11.4M |
| Bartlett & Co. Wealth Management LLC | 0.17% | Add +0.9% | 37,795 | $11.2M |
| JMG Financial Group, Ltd. | 0.41% | Reduce -1.5% | 37,350 | $11.1M |
| YHB Investment Advisors, Inc. | 0.94% | Add +9.0% | 36,657 | $10.9M |
| Journey Strategic Wealth LLC | 0.46% | Reduce -0.1% | 36,544 | $10.9M |
| Campion Asset Management | 8.53% | Reduce -5.0% | 36,443 | $10.8M |
| Advance Capital Management, Inc. | 0.51% | Reduce -0.1% | 36,429 | $10.8M |
| ETF Portfolio Partners, Inc. | 3.38% | Reduce -18.0% | 36,282 | $10.8M |
| Oxford Financial Group, LTD. LLC | 0.71% | Add +0.7% | 36,258 | $10.8M |
| Stratos Wealth Partners, LTD. | 0.17% | Add +0.1% | 36,203 | $10.8M |
| Janney Montgomery Scott LLC | 0.03% | Add +2.1% | 35,969 | $10.7M |
| Jane Street Group, LLC | 0.01% | Add +632.3% | 35,874 | $10.7M |
| Hall Kathryn A. | 2.43% | No change | 35,305 | $10.5M |
| Atria Wealth Solutions, Inc. | 0.12% | Reduce -1.0% | 35,293 | $10.5M |
| Avantax Advisory Services, Inc. | 0.07% | Add +85.8% | 34,367 | $10.2M |
| Brown Financial Advisory | 7.85% | Reduce -5.7% | 34,322 | $10.2M |
| Heritage Investment Group, Inc. | 1.37% | Reduce -2.4% | 33,622 | $10.0M |
| Prudential Financial Inc. | 0.01% | Reduce -3.4% | 33,621 | $10.0M |
| NewSquare Capital LLC | 0.85% | Add +3.1% | 33,311 | $9.9M |
| Summit Wealth Partners, LLC | 2.02% | Reduce -10.3% | 32,751 | $9.7M |
| FinTrust Capital Advisors, LLC | 1.75% | Add +3.6% | 32,290 | $9.6M |
| Hamilton Capital, LLC | 0.73% | Reduce -0.5% | 32,263 | $9.6M |
| Silvercrest Asset Management Group LLC | 0.06% | Reduce -1.2% | 31,300 | $9.3M |
| Fiduciary Counselling Inc. | 26.48% | Add +6.9% | 31,258 | $9.3M |
| Smith Chas P & Associates Pa Cpas | 0.55% | Add +2.6% | 31,141 | $9.3M |
| GUNN & Co INVESTMENT MANAGEMENT, INC. | 0.55% | New | 31,141 | $9.3M |
| Sandy Spring Bank | 0.40% | Add +0.2% | 30,849 | $9.2M |
| Spire Wealth Management | 0.32% | Reduce -5.2% | 30,657 | $9.1M |
| Axiom Advisory, LLC | 0.10% | New | 31,712 | $9.1M |
| HBK Sorce Advisory LLC | 0.31% | Reduce -1.0% | 30,162 | $9.0M |
| Aptus Capital Advisors, LLC | 0.17% | Reduce -2.9% | 30,065 | $8.9M |
| Omega Financial Group, LLC | 3.61% | Reduce -4.2% | 29,997 | $8.9M |
| Firestone Capital Management | 2.42% | Add +0.1% | 29,800 | $8.9M |
| American National Bank & Trust | 1.10% | No change | 29,760 | $8.9M |
| Parkside Financial Bank & Trust | 1.38% | Reduce -1.9% | 29,549 | $8.8M |
| Ausdal Financial Partners, Inc. | 0.93% | Reduce -3.5% | 29,285 | $8.7M |
| Texas Capital Bank Wealth Management Services Inc | 0.90% | Reduce -0.2% | 28,995 | $8.6M |
| Caprock Group, LLC | 0.35% | Add +0.0% | 28,708 | $8.5M |
| North Star Investment Management Corp. | 0.62% | Add +1.4% | 28,220 | $8.4M |
| Wealthcare Advisory Partners LLC | 0.26% | Reduce -6.3% | 28,167 | $8.4M |
| Quadrant Capital Group LLC | 0.61% | Reduce -2.5% | 27,662 | $8.2M |
| Circle Wealth Management, LLC | 0.19% | No change | 27,421 | $8.2M |
| Sepio Capital, LP | 0.73% | No change | 26,755 | $8.0M |
| HB Wealth Management, LLC | 0.09% | Add +1.9% | 26,719 | $8.0M |
| Stegner Investment Associates Inc. | 5.71% | Reduce -1.4% | 26,670 | $7.9M |
| Garde Capital, Inc. | 0.55% | Reduce -0.1% | 26,392 | $7.9M |
| MV Capital Management, Inc. | 0.88% | Add +0.3% | 26,363 | $7.8M |
| Cannell & Spears LLC | 0.16% | No change | 26,005 | $7.7M |
| Integrated Advisors Network LLC | 0.40% | Reduce -9.6% | 25,838 | $7.7M |
| Avidian Wealth Enterprises, LLC | 0.37% | Add +3.0% | 25,610 | $7.6M |
| Indiana Trust & Investment Management Co | 2.80% | No change | 25,598 | $7.6M |
| Fort Point Capital Partners LLC | 0.98% | Reduce -2.2% | 25,579 | $7.6M |
| Raffa Wealth Management, LLC | 2.16% | Reduce -6.2% | 25,575 | $7.6M |
| TD Private Client Wealth LLC | 0.24% | Reduce -5.1% | 25,513 | $7.6M |
| Litman Gregory Wealth Management LLC | 0.67% | Reduce -3.0% | 25,252 | $7.5M |
| Arcadia Investment Advisors LLC | 4.26% | Reduce -0.1% | 25,230 | $7.5M |
| Humankind Investments LLC | 1.98% | No change | 25,070 | $7.5M |
| C M Bidwell & Associates Ltd. | 4.99% | Reduce -7.8% | 25,033 | $7.4M |
| Avestar Capital, LLC | 0.82% | Reduce -4.7% | 25,021 | $7.4M |
| First Hawaiian Bank | 0.25% | Reduce -7.9% | 24,768 | $7.4M |
| Chilton Investment Co. Inc. | 0.21% | No change | 24,550 | $7.3M |
| CM Wealth Advisors LLC | 3.45% | Reduce -61.0% | 24,377 | $7.3M |
| Lido Advisors, LLC | 0.06% | Reduce -5.7% | 24,074 | $7.2M |
| Simplicity Wealth,LLC | 0.16% | Reduce -48.8% | 24,018 | $7.1M |
| BNP Paribas Financial Markets | 0.01% | Add +49.9% | 23,391 | $7.0M |
| Bleakley Financial Group, LLC | 0.20% | Reduce -50.1% | 22,779 | $6.8M |
| Laird Norton Wetherby Wealth Management, LLC | 0.32% | No change | 22,661 | $6.7M |
| Turtle Creek Wealth Advisors, LLC | 1.54% | Reduce -0.5% | 22,348 | $6.6M |
| Klingman & Associates, LLC | 0.45% | No change | 22,103 | $6.6M |
| Valeo Financial Advisors, LLC | 0.20% | Reduce -6.0% | 21,858 | $6.5M |
| Two Sigma Securities, LLC | 0.31% | New | 21,553 | $6.4M |
| Up Strategic Wealth Investment Advisors LLC | 9.69% | No change | 21,509 | $6.4M |
| Bridges Investment Management Inc. | 0.10% | New | 21,090 | $6.3M |
| Renaissance Technologies | 0.01% | New | 20,900 | $6.2M |
| Mather Group, Llc. | 0.08% | Add +161.7% | 21,572 | $6.2M |
| Retirement Income Solutions, Inc. | 1.49% | Reduce -3.4% | 20,786 | $6.2M |
| Waldron Private Wealth LLC | 0.28% | Reduce -2.1% | 20,694 | $6.2M |
| EP Wealth Advisors, LLC | 0.06% | Add +14.1% | 20,294 | $6.0M |
| Texas Capital Bancshares Inc | 2.47% | Reduce -1.8% | 20,202 | $6.0M |
| Alliancebernstein L.P. | 0.00% | Add +0.4% | 20,182 | $6.0M |
| London Co. of Virginia | 0.03% | Add +2760.6% | 20,167 | $6.0M |
| Evanson Asset Management, LLC | 0.43% | Add +0.1% | 19,767 | $5.9M |
| SpiderRock Advisors, LLC | 0.15% | Add +110.5% | 19,716 | $5.9M |
| Sentinel Pension Advisors, LLC | 1.19% | Reduce -1.0% | 19,335 | $5.8M |
| Pacific Capital Wealth Advisors, Inc. | 1.04% | No change | 19,234 | $5.7M |
| Retireful, LLC | 2.67% | New | 19,082 | $5.7M |
| O'shaughnessy Asset Management, LLC | 0.06% | Add +63.0% | 19,065 | $5.7M |
| Sage Mountain Advisors LLC | 0.52% | Add +6.2% | 18,945 | $5.6M |
| Bensler, LLC | 0.76% | Reduce -1.5% | 18,942 | $5.6M |
| Avior Wealth Management, LLC | 0.24% | Reduce -25.2% | 19,001 | $5.6M |
| Topel & Distasi Wealth Management, LLC | 2.43% | Add +1.6% | 18,585 | $5.5M |
| SigFig Wealth Management, LLC | 0.21% | Reduce -4.8% | 19,083 | $5.5M |
| Financial Engines Advisors L.L.C. | 0.01% | Add +24.9% | 18,426 | $5.5M |
| Anchor Capital Advisors LLC | 0.15% | Add +0.8% | 18,426 | $5.5M |
| Kayne Anderson Rudnick Investment Management LLC | 0.01% | Reduce -0.6% | 18,373 | $5.5M |
| B. Riley Wealth Advisors, Inc. | 0.14% | Add +14.9% | 18,293 | $5.4M |
| Mill Creek Capital Advisors, LLC | 0.14% | Add +0.0% | 18,180 | $5.4M |
| Sanctuary Advisors, LLC | 0.04% | — | 19,328 | $5.4M |
| Summit Trail Advisors, LLC | 0.14% | Add +0.0% | 18,138 | $5.4M |
| Hirtle & Co., LLC | 0.27% | Reduce -1.0% | 17,980 | $5.3M |
| Natixis Advisors, LLC | 0.01% | Add +50.7% | 17,708 | $5.3M |
| Citigroup Inc. | 0.01% | Reduce -1.4% | 17,544 | $5.2M |
| Edge Capital Group, LLC | 0.25% | Reduce -2.4% | 17,473 | $5.2M |
| Csenge Advisory Group | 0.29% | Add +3.0% | 17,410 | $5.2M |
| SVB Wealth LLC | 0.13% | Reduce -29.2% | 17,409 | $5.2M |
| Fca Corp. | 1.64% | Add +0.1% | 17,271 | $5.1M |
| Roble, Belko & Company, Inc | 0.86% | Reduce -0.7% | 17,204 | $5.1M |
| Linscomb Wealth, Inc. | 0.26% | Reduce -1.4% | 17,157 | $5.1M |
| Private Capital Management LLC | 1.01% | Add +3.9% | 17,144 | $5.1M |
| Old National Bancorp | 0.12% | Add +2.4% | 17,035 | $5.1M |
| Regions Financial Corp. | 0.04% | Add +0.4% | 16,989 | $5.1M |
| Shelton Wealth Management, LLC | 3.01% | Reduce -6.7% | 16,885 | $5.0M |
| Destination Wealth Management | 0.17% | Reduce -1.6% | 16,819 | $5.0M |
| Seneca Financial Advisors LLC | 2.57% | Reduce -5.2% | 16,676 | $5.0M |
| Strategic Investment Advisors / MI | 0.59% | Reduce -3.7% | 16,352 | $4.9M |
| Fort Washington Investment Advisors Inc. | 0.03% | Reduce -1.1% | 16,209 | $4.8M |
| Franklin Resources Inc. | 0.00% | Add +2.1% | 16,055 | $4.8M |
| Lowery Thomas, LLC | 3.46% | Add +0.2% | 15,946 | $4.7M |
| Sageworth Trust Co | 0.30% | No change | 15,853 | $4.7M |
| Summit Investment Advisory Services, LLC | 5.49% | New | 15,705 | $4.7M |
| Corundum Group, Inc. | 1.81% | Add +93.9% | 15,599 | $4.6M |
| Keybank National Association | 0.02% | Add +1.4% | 15,562 | $4.6M |
| Visionary Wealth Advisors | 0.30% | Add +0.2% | 15,447 | $4.6M |
| First Financial Bankshares Inc | 0.11% | No change | 15,444 | $4.6M |
| First Horizon Advisors, Inc. | 0.14% | Add +9.5% | 15,433 | $4.6M |
| Florida Trust Wealth Management Co | 0.16% | No change | 15,363 | $4.6M |
| United Capital Financial Advisors, LLC | 0.04% | Add +7.3% | 15,250 | $4.5M |
| Breakwater Capital Group | 1.02% | Add +10.2% | 15,178 | $4.5M |
| Nadler Financial Group, Inc. | 0.53% | Add +1.0% | 15,118 | $4.5M |
| Intrua Financial, LLC | 0.73% | Reduce -10.8% | 15,112 | $4.5M |
| Pure Financial Advisors, LLC | 0.12% | Reduce -1.1% | 14,806 | $4.4M |
| Consilio Wealth Advisors, LLC | 1.97% | Reduce -2.3% | 14,759 | $4.4M |
| Baker Avenue Asset Management, LP | 0.15% | Reduce -0.4% | 14,737 | $4.4M |
| Palo Alto Wealth Advisors, LLC | 3.01% | Reduce -2.0% | 14,650 | $4.4M |
| WMS Partners, LLC | 0.28% | No change | 14,630 | $4.4M |
| Moisand Fitzgerald Tamayo, LLC | 0.65% | Reduce -2.1% | 14,621 | $4.4M |
| Harbor Investment Advisory, LLC | 0.45% | Reduce -2.3% | 14,611 | $4.3M |
| Capital Group Private Client Services, Inc. | 0.04% | Add +123.6% | 14,442 | $4.3M |
| Citizens Financial Group Inc. | 0.10% | Add +291.5% | 14,400 | $4.3M |
| Harbour Capital Advisors, LLC | 1.01% | Reduce -3.4% | 14,320 | $4.3M |
| Mission Wealth Management, LP | 0.12% | Add +12.5% | 14,261 | $4.2M |
| Great Valley Advisor Group, Inc. | 0.12% | Reduce -1.0% | 14,212 | $4.2M |
| Prospera Financial Services Inc | 0.12% | Reduce -7.2% | 14,173 | $4.2M |
| T. Rowe Price Associates Inc. | 0.00% | Reduce -7.0% | 14,136 | $4.2M |
| IFG Advisors, LLC | 0.99% | Add +18.5% | 14,102 | $4.2M |
| &partners | 0.18% | Add +28.1% | 14,060 | $4.2M |
| Kingsview Wealth Management, LLC | 0.10% | Add +313.4% | 13,788 | $4.1M |
| Peoples Bank | 2.11% | Reduce -0.2% | 13,691 | $4.1M |
| Lodestar Private Asset Management LLC | 0.56% | Reduce -1.3% | 13,643 | $4.1M |
| ICONIQ Capital, LLC | 0.09% | Add +0.2% | 13,577 | $4.0M |
| Cary Street Partners Investment Advisory LLC | 0.16% | Add +23.5% | 13,380 | $4.0M |
| Summit Financial Strategies, Inc. | 0.49% | Reduce -1.0% | 13,235 | $3.9M |
| G2 Capital Management, LLC / Oh | 1.22% | Reduce -15.3% | 13,202 | $3.9M |
| Apella Capital, LLC | 0.18% | No change | 12,910 | $3.9M |
| Elk River Wealth Management LLC | 0.76% | Reduce -1.1% | 13,078 | $3.9M |
| Alaska Permanent Fund Corp | 0.06% | No change | 12,673 | $3.8M |
| St. Clair Advisors, LLC | 1.22% | Reduce -0.2% | 12,810 | $3.8M |
| Corrigan Financial, Inc. | 0.96% | No change | 13,106 | $3.8M |
| Chicago Partners Investment Group LLC | 0.15% | Add +27.0% | 12,652 | $3.8M |
| Compound Planning, Inc. | 0.28% | Add +70.3% | 12,631 | $3.8M |
| Plancorp, LLC | 0.16% | Reduce -7.2% | 12,475 | $3.7M |
| LMCG Investments, LLC | 0.22% | Reduce -2.0% | 12,433 | $3.7M |
| Tower Research Capital LLC (TRC) | 0.06% | Add +1199.2% | 12,264 | $3.6M |
| Quantinno Capital Management LP | 0.07% | Reduce -3.2% | 12,259 | $3.6M |
| Horizon Investment Services, LLC | 1.70% | Add +0.9% | 12,131 | $3.6M |
| Rwa Wealth Partners, LLC | 0.05% | Add +5.3% | 12,002 | $3.6M |
| Forvis Mazars Wealth Advisors, LLC | 0.09% | Reduce -2.0% | 11,954 | $3.6M |
| Philadelphia Trust Co. | 0.28% | Add +1540.9% | 11,946 | $3.6M |
| HFG Advisors, Inc. | 3.30% | Reduce -1.3% | 11,867 | $3.5M |
| GM Advisory Group, LLC | 0.23% | Add +0.2% | 11,808 | $3.5M |
| Northeast Financial Consultants Inc | 0.16% | Add +582.0% | 11,641 | $3.5M |
| Phillips Financial Management, LLC | 0.28% | Reduce -1.7% | 11,479 | $3.4M |
| Freestone Capital Holdings, LLC | 0.12% | Add +0.5% | 11,454 | $3.4M |
| Strategic Blueprint, LLC | 0.23% | Add +0.8% | 11,441 | $3.4M |
| Family Firm, Inc. | 0.75% | Add +0.2% | 11,340 | $3.4M |
| Andrews, Lucia Wealth Management LLC | 2.33% | Add +100.0% | 11,392 | $3.3M |
| Hilltop Holdings Inc. | 0.39% | Reduce -2.5% | 11,164 | $3.3M |
| D.A. Davidson & Co. | 0.03% | Reduce -25.6% | 11,037 | $3.3M |
| Accredited Investors Inc. | 0.20% | No change | 10,866 | $3.2M |
| Peapack Gladstone Financial Corp. | 0.05% | Reduce -0.7% | 10,815 | $3.2M |
| Highland Capital Management, LLC | 0.19% | Add +10.9% | 10,772 | $3.2M |
| Dakota Wealth Management | 0.08% | Reduce -0.8% | 10,750 | $3.2M |
| Riverpoint Wealth Management Holdings, LLC | 0.88% | Add +0.3% | 10,684 | $3.2M |
| Sand Hill Global Advisors, LLC | 0.14% | Reduce -5.6% | 10,640 | $3.2M |
| First Western Trust Bank | 0.15% | No change | 10,617 | $3.2M |
| Advisory Services Network, LLC | 0.06% | Add +4.0% | 10,558 | $3.1M |
| Maxwell Wealth Strategies Inc. | 1.54% | No change | 10,539 | $3.1M |
| Guyasuta Investment Advisors Inc. | 0.23% | No change | 11,900 | $3.1M |
| Merit Financial Group, LLC | 0.07% | Add +0.3% | 10,366 | $3.1M |
| Plum Street Advisors, LLC | 1.79% | Add +3.8% | 10,337 | $3.1M |
| ORG Partners LLC | 0.38% | New | 10,253 | $3.1M |
| Parsons Capital Management Inc. | 0.21% | Add +14.2% | 10,251 | $3.1M |
| Apexium Financial, LP | 0.22% | Reduce -1.7% | 10,240 | $3.0M |
| Alpha Cubed Investments, LLC | 0.15% | Reduce -4.6% | 10,234 | $3.0M |
| Haverford Trust Co | 0.03% | Reduce -24.6% | 10,233 | $3.0M |
| Evensky & Katz LLC | 0.21% | Reduce -0.3% | 10,166 | $3.0M |
| Lansing Street Advisors | 1.25% | Add +0.3% | 10,109 | $3.0M |
| Genesee Capital Advisors, LLC | 1.47% | Add +0.3% | 10,053 | $3.0M |
| Cranbrook Wealth Management, LLC | 0.73% | Reduce -5.0% | 10,041 | $3.0M |
| Rehmann Capital Advisory Group | 0.21% | Add +0.0% | 10,026 | $3.0M |
| Dynasty Wealth Management, LLC | 0.09% | Reduce -6.2% | 9,895 | $2.9M |
| Checchi Capital Advisers, LLC | 0.23% | No change | 9,799 | $2.9M |
| AQR Capital Management | 0.00% | Add +17.6% | 9,798 | $2.9M |
| JFG Wealth Management, LLC | 0.83% | Add +25.1% | 9,773 | $2.9M |
| West Coast Financial LLC | 0.34% | No change | 9,761 | $2.9M |
| Vanguard Group Inc. | 0.00% | Add +0.3% | 9,729 | $2.9M |
| GHP Investment Advisors, Inc. | 0.14% | Reduce -1.4% | 9,677 | $2.9M |
| Diversified Trust Co. | 0.08% | No change | 9,652 | $2.9M |
| KMG Fiduciary Partners, LLC | 0.28% | Reduce -1.8% | 9,544 | $2.8M |
| Fernwood Investment Management, LLC | 0.88% | No change | 9,510 | $2.8M |
| Tocqueville Asset Management L.P. | 0.05% | Reduce -0.3% | 9,435 | $2.8M |
| Lee Danner & Bass Inc. | 0.22% | — | 9,390 | $2.8M |
| Sound View Wealth Advisors Group, LLC | 0.29% | Add +6.0% | 9,347 | $2.8M |
| One Wealth Map LLC | 1.72% | Reduce -0.6% | 9,143 | $2.8M |
| Ascent Group, LLC | 0.23% | Reduce -8.8% | 9,290 | $2.8M |
| Ellis Investment Partners, LLC | 0.58% | Add +5.4% | 9,282 | $2.8M |
| Procyon Advisors, LLC | 0.20% | Add +98.8% | 9,280 | $2.8M |
| Guardian Wealth Advisors, LLC / NC | 0.32% | Reduce -8.1% | 9,108 | $2.7M |
| Beacon Financial Group | 0.30% | Reduce -6.7% | 8,945 | $2.7M |
| Security Financial Services, INC. | 0.58% | Reduce -30.4% | 8,941 | $2.7M |
| Squarepoint Ops LLC | 0.01% | New | 8,869 | $2.6M |
| Manchester Capital Management LLC | 0.32% | Reduce -3.7% | 8,864 | $2.6M |
| Fiduciary Financial Group, LLC | 0.63% | — | 8,464 | $2.6M |
| Quantum Portfolio Management LLC | 1.49% | Reduce -15.8% | 8,731 | $2.6M |
| Allworth Financial LP | 0.02% | Add +1.9% | 8,638 | $2.6M |
| CFM Wealth Partners LLC | 0.48% | Reduce -4.4% | 8,713 | $2.6M |
| Mutual Advisors, LLC | 0.08% | Reduce -4.4% | 8,617 | $2.6M |
| Bryn Mawr Trust Advisors, LLC | 0.14% | No change | 8,646 | $2.6M |
| Hillcrest Wealth Advisors - NY, LLC | 1.38% | Reduce -3.1% | 8,645 | $2.6M |
| Red Tortoise LLC | 1.40% | Add +0.2% | 8,625 | $2.6M |
| Calamos Wealth Management LLC | 0.14% | Reduce -2.4% | 8,614 | $2.6M |
| Sabal Trust CO | 0.15% | No change | 8,607 | $2.6M |
| Marshall Wace, LLP | 0.00% | New | 8,592 | $2.6M |
| Bear Mountain Capital, Inc. | 1.03% | No change | 8,296 | $2.5M |
| Welch & Forbes LLC | 0.03% | No change | 8,354 | $2.5M |
| Brown Brothers Harriman & Co. | 0.02% | No change | 8,452 | $2.5M |
| Tudor Investment Corporation | 0.03% | Add +588.0% | 8,387 | $2.5M |
| Mitchell Sinkler & Starr | 0.64% | Add +33.1% | 8,185 | $2.5M |
| John W. Brooker & Co., CPAs | 1.24% | No change | 8,290 | $2.5M |
| Ferguson Wellman Capital Management, Inc. | 0.05% | Reduce -1.5% | 8,217 | $2.4M |
| Precedent Wealth Partners, LLC | 0.98% | Add +33.5% | 8,191 | $2.4M |
| Wedmont Private Capital | 0.15% | Add +107.5% | 7,918 | $2.4M |
| James Investment Research, Inc. | 0.29% | No change | 8,109 | $2.4M |
| Mainstay Capital Management LLC | 0.42% | Add +26.2% | 8,048 | $2.4M |
| Smith, Moore & Co. | 0.25% | Reduce -0.4% | 8,027 | $2.4M |
| Stratos Wealth Advisors, LLC | 0.12% | Add +18.4% | 7,998 | $2.4M |
| Lazard Asset Management LLC | 0.00% | Reduce -9.8% | 7,903 | $2.4M |
| McNamara Financial Services, Inc. | 0.49% | Add +4.5% | 7,784 | $2.3M |
| Kovack Advisors, Inc. | 0.25% | No change | 7,782 | $2.3M |
| Montecito Bank & Trust | 0.47% | Reduce -25.2% | 7,756 | $2.3M |
| Fiduciary Trust Co | 0.03% | No change | 7,647 | $2.3M |
| Wilmington Savings Fund Society, FSB | 0.09% | Reduce -0.6% | 7,645 | $2.3M |
| Cassady Schiller Wealth Management, LLC | 0.92% | No change | 7,583 | $2.3M |
| TFC Financial Management, Inc. | 0.39% | Reduce -8.2% | 7,567 | $2.3M |
| Fifth Third Securities, Inc. | 0.21% | Add +126.2% | 7,551 | $2.2M |
| Fiera Capital Corp | 0.01% | No change | 7,542 | $2.2M |
| Mycio Wealth Partners, LLC | 0.57% | Add +0.2% | 7,525 | $2.2M |
| Eagle Bay Advisors LLC | 1.35% | Reduce -3.8% | 7,518 | $2.2M |
| Sage Financial Group Inc. | 0.19% | Reduce -4.3% | 7,406 | $2.2M |
| Brand Asset Management Group, Inc. | 0.93% | Reduce -1.3% | 7,387 | $2.2M |
| Acropolis Investment Management, LLC | 0.14% | No change | 7,352 | $2.2M |
| IFP Advisors, Inc | 0.09% | Add +19.1% | 7,310 | $2.2M |
| Castle Wealth Management LLC | 1.04% | Reduce -0.3% | 7,282 | $2.2M |
| Orrstown Financial Services Inc. | 1.13% | No change | 7,217 | $2.1M |
| Qube Research & Technologies Ltd | 0.00% | Reduce -18.2% | 7,129 | $2.1M |
| Rosenblum Silverman Sutton S F Inc. | 0.56% | No change | 7,091 | $2.1M |
| Broadview Financial Management, LLC | 1.53% | Add +5.6% | 7,077 | $2.1M |
| HUB Investment Partners, LLC | 0.10% | No change | 7,073 | $2.1M |
| ZWJ Investment Counsel Inc. | 0.09% | Add +44.4% | 7,032 | $2.1M |
| Gemmer Asset Management LLC | 0.22% | Reduce -0.9% | 7,013 | $2.1M |
| Belvedere Trading LLC | 0.11% | New | 6,968 | $2.1M |
| Benjamin F. Edwards & Company, Inc. | 0.04% | Add +85.2% | 6,958 | $2.1M |
| ARK & TLK Investments, LLC | 0.77% | Add +0.0% | 6,904 | $2.1M |
| Landaas & Co. /Wi | 0.62% | Reduce -1.2% | 6,894 | $2.1M |
| Abbrea Capital, LLC | 0.27% | Reduce -6.8% | 6,890 | $2.0M |
| Gratus Capital, LLC | 0.08% | Add +13.4% | 6,850 | $2.0M |
| Forum Financial Management, LP | 0.04% | Add +0.2% | 6,849 | $2.0M |
| Tsfg, LLC | 0.48% | Reduce -4.4% | 6,841 | $2.0M |
| Webster Bank, N. A. | 0.22% | Add +4.5% | 6,697 | $2.0M |
| Cornerstone Advisors Asset Management, LLC | 0.56% | Add +19.9% | 6,661 | $2.0M |
| Belpointe Asset Management LLC | 0.14% | Reduce -37.8% | 6,643 | $2.0M |
| GenWealth Group, Inc. | 0.49% | Reduce -2.8% | 6,644 | $2.0M |
| James J. Burns & Company, LLC | 0.39% | Add +573.3% | 6,639 | $2.0M |
| Dorsey & Whitney Trust CO LLC | 0.14% | No change | 6,571 | $2.0M |
| Cahill Financial Advisors Inc. | 0.27% | No change | 6,571 | $2.0M |
| Parallel Advisors, LLC | 0.05% | Reduce -1.9% | 6,566 | $2.0M |
| Xponance LLC | 0.02% | Reduce -38.1% | 6,561 | $2.0M |
| Maryland State Retirement & Pension System | 0.04% | Reduce -70.3% | 6,555 | $2.0M |
| Engineers Gate Manager LP | 0.04% | New | 6,458 | $1.9M |
| Investors Research Corp | 0.45% | Reduce -0.3% | 6,431 | $1.9M |
| Blue Barn Wealth, LLC | 1.05% | Reduce -1.9% | 6,366 | $1.9M |
| Vertex Planning Partners, LLC | 0.49% | No change | 6,325 | $1.9M |
| Associated Banc-Corp | 0.06% | Reduce -0.1% | 6,287 | $1.9M |
| Capital City Trust Co. | 0.51% | Add +0.5% | 6,263 | $1.9M |
| Townsend Asset Management Corp. /NC/ | 0.71% | Reduce -2.1% | 6,148 | $1.8M |
| Rossmore Private Capital | 0.24% | No change | 6,145 | $1.8M |
| River Wealth Advisors LLC | 0.26% | No change | 5,980 | $1.8M |
| Ardent Capital Management, Inc. | 0.86% | No change | 5,929 | $1.8M |
| NorthCrest Asset Manangement, LLC | 0.06% | Reduce -0.2% | 5,914 | $1.8M |
| Optivise Advisory Services LLC | 0.95% | — | 5,887 | $1.8M |
| Coastline Trust Co | 0.20% | Reduce -0.6% | 5,862 | $1.7M |
| Marshall Financial Group Inc. | 0.56% | Add +0.1% | 5,787 | $1.7M |
| Sharkey, Howes & Javer | 0.28% | No change | 5,782 | $1.7M |
| Smithfield Trust Co | 0.09% | Reduce -0.4% | 5,778 | $1.7M |
| Argent Trust Co | 0.08% | No change | 5,736 | $1.7M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.05% | Reduce -0.3% | 5,722 | $1.7M |
| Ade, LLC | 1.14% | Add +0.1% | 5,702 | $1.7M |
| Clayton Financial Group LLC | 0.73% | Add +8.9% | 5,878 | $1.7M |
| Cornerstone Advisory, LLC | 0.24% | Add +1.2% | 5,680 | $1.7M |
| Park Avenue Securities LLC | 0.02% | Add +4.0% | 5,680 | $1.7M |
| Westshore Wealth, LLC | 0.70% | Reduce -4.8% | 5,675 | $1.7M |
| First Heartland Consultants, Inc. | 0.17% | Reduce -0.3% | 5,671 | $1.7M |
| Hoxton Planning & Management, LLC | 0.78% | Reduce -3.5% | 5,646 | $1.7M |
| Graypoint LLC | 0.12% | Reduce -4.4% | 5,637 | $1.7M |
| Auour Investments LLC | 0.62% | Reduce -2.0% | 5,617 | $1.7M |
| Carrera Capital Advisors | 0.54% | — | 5,590 | $1.7M |
| Asset Dedication, LLC | 0.12% | Reduce -0.4% | 5,589 | $1.7M |
| Simmons Bank | 0.13% | Reduce -15.3% | 5,588 | $1.7M |
| Summit Financial, LLC | 0.08% | Add +228.7% | 5,585 | $1.7M |
| First Business Financial Services, Inc. | 0.18% | No change | 5,578 | $1.7M |
| Vision Capital Management, Inc. | 0.25% | Reduce -0.3% | 5,564 | $1.7M |
| Joel Isaacson & Co., LLC | 0.09% | Add +0.1% | 5,481 | $1.6M |
| Ground Swell Capital, LLC | 1.57% | New | 5,457 | $1.6M |
| Pegasus Partners Ltd. | 0.16% | No change | 5,440 | $1.6M |
| Sei Investments Co. | 0.00% | Reduce -3.5% | 5,439 | $1.6M |
| Mayflower Financial Advisors, LLC | 0.27% | Add +8.6% | 5,437 | $1.6M |
| Members Wealth LLC | 1.08% | — | 4,720 | $1.6M |
| Peddock Capital Advisors, LLC | 0.41% | Add +1.9% | 5,382 | $1.6M |
| Essex Financial Services, Inc. | 0.12% | Add +10.8% | 5,474 | $1.6M |
| Allegheny Financial Group | 0.45% | Add +14.7% | 5,320 | $1.6M |
| SC&H Financial Advisors, Inc. | 0.38% | Add +0.1% | 5,260 | $1.6M |
| Talisman Wealth Advisors LLC | 1.79% | Reduce -0.1% | 5,204 | $1.5M |
| First Citizens Bank & Trust Co. | 0.03% | Reduce -1.7% | 5,189 | $1.5M |
| Fairhaven Wealth Management, LLC | 0.51% | No change | 5,182 | $1.5M |
| Flputnam Investment Management Co. | 0.03% | Add +0.2% | 5,169 | $1.5M |
| Legacy Edge Advisors, LLC | 0.28% | Add +11.6% | 5,166 | $1.5M |
| Parisi Gray Wealth Management | 0.55% | Reduce -0.1% | 5,152 | $1.5M |
| Scientech Research LLC | 0.31% | New | 5,127 | $1.5M |
| Farther Finance Advisors, LLC | 0.07% | Add +3.7% | 5,102 | $1.5M |
| Fulton Bank, N.A. | 0.06% | Reduce -5.0% | 5,057 | $1.5M |
| Morton Capital Management LLC | 0.35% | No change | 5,022 | $1.5M |
| Chandler Asset Management, Inc. | 0.30% | No change | 5,000 | $1.5M |
| CFS Investment Advisory Services, LLC | 0.12% | New | 4,997 | $1.5M |
| Adero Partners, LLC | 0.11% | No change | 4,991 | $1.5M |
| Sightline Wealth Advisors, LLC | 0.92% | Add +0.1% | 4,949 | $1.5M |
| Cypress Capital Group | 0.18% | Reduce -1.5% | 4,929 | $1.5M |
| Cypress Wealth Services, LLC | 0.33% | Add +0.3% | 4,927 | $1.5M |
| Wesbanco Bank Inc. | 0.05% | Add +0.6% | 4,886 | $1.5M |
| Patten Group, Inc. | 0.34% | Add +3.0% | 4,862 | $1.4M |
| Certified Advisory Corp | 0.18% | New | 4,849 | $1.4M |
| Strategic Advisors LLC | 0.28% | Reduce -15.7% | 4,847 | $1.4M |
| Mgo One Seven LLC | 0.07% | Reduce -8.1% | 4,843 | $1.4M |
| Tiemann Investment Advisors, LLC | 0.64% | No change | 4,810 | $1.4M |
| Focus Partners Advisor Solutions, LLC | 0.04% | Add +0.1% | 4,773 | $1.4M |
| Stordahl Capital Management, Inc. | 0.35% | Reduce -4.2% | 4,761 | $1.4M |
| Cambridge Financial Group, LLC | 0.65% | Add +0.1% | 4,748 | $1.4M |
| Henrickson Nauta Wealth Advisors, Inc. | 0.60% | Reduce -2.7% | 4,735 | $1.4M |
| KM Capital Management Ltd. | 0.73% | Add +30.1% | 4,712 | $1.4M |
| J.W. Cole Advisors, Inc. | 0.06% | Add +3.3% | 4,616 | $1.4M |
| Wick Capital Partners, LLC | 0.48% | New | 4,609 | $1.4M |
| First Financial Corp. | 0.70% | No change | 4,597 | $1.4M |
| LBJ Family Wealth Advisors, Ltd. | 0.86% | Add +0.2% | 4,585 | $1.4M |
| NewEdge Wealth, LLC | 0.03% | Reduce -1.3% | 4,541 | $1.4M |
| Frank, Rimerman Advisors LLC | 0.10% | No change | 4,535 | $1.3M |
| Rockwood Wealth Management, LLC | 0.16% | Reduce -4.0% | 4,459 | $1.3M |
| McCarthy Asset Management, Inc. | 0.78% | Add +0.1% | 4,427 | $1.3M |
| Avity Investment Management Inc. | 0.11% | Add +0.3% | 4,397 | $1.3M |
| Instrumental Wealth, LLC | 1.34% | No change | 4,404 | $1.3M |
| Prime Capital Investment Advisors, LLC | 0.02% | Reduce -94.0% | 4,366 | $1.3M |
| Rovin Capital /Ut/ | 0.54% | Reduce -0.8% | 4,349 | $1.3M |
| Equitable Trust Co. | 0.09% | No change | 4,317 | $1.3M |
| Carolinas Wealth Consulting LLC | 0.25% | Add +0.2% | 4,290 | $1.3M |
| Truepoint, Inc. | 0.04% | Reduce -2.2% | 4,282 | $1.3M |
| Flow Traders U.S. LLC | 0.06% | New | 4,269 | $1.3M |
| Leavell Investment Management, Inc. | 0.07% | No change | 4,221 | $1.3M |
| Callan Family Office, LLC | 0.24% | Add +52.1% | 4,213 | $1.3M |
| Callan Capital, LLC | 0.10% | Add +0.1% | 4,202 | $1.3M |
| Vishria Bird Financial Group, LLC | 0.52% | No change | 4,182 | $1.2M |
| Eq LLC | 0.74% | Add +0.1% | 4,180 | $1.2M |
| Financial Counselors Inc. | 0.02% | Add +1.6% | 4,145 | $1.2M |
| 17 Capital Partners, LLC | 0.86% | Add +6.3% | 4,081 | $1.2M |
| First National Trust Co | 0.05% | No change | 4,075 | $1.2M |
| Neumann Capital Management, LLC | 0.42% | Reduce -1.6% | 4,069 | $1.2M |
| Pacific Financial Group Inc. | 0.85% | No change | 4,043 | $1.2M |
| Legacy Trust | 0.30% | Reduce -4.7% | 4,038 | $1.2M |
| Philip James Wealth Mangement, LLC | 0.80% | Add +0.3% | 4,033 | $1.2M |
| Heritage Wealth Advisors | 0.05% | No change | 4,010 | $1.2M |
| Alcosta Capital Management, Inc. | 0.73% | No change | 3,994 | $1.2M |
| Ellevest, Inc. | 0.07% | No change | 3,981 | $1.2M |
| Choate Investment Advisors | 0.03% | No change | 3,979 | $1.2M |
| Eagle Ridge Investment Management | 0.11% | Add +30.7% | 3,974 | $1.2M |
| Balentine LLC | 0.05% | No change | 3,970 | $1.2M |
| Concentric Wealth Management, LLC | 0.31% | Add +1.4% | 3,937 | $1.2M |
| Advisors Capital Management, LLC | 0.02% | No change | 3,863 | $1.1M |
| Key Financial Inc | 0.27% | No change | 3,846 | $1.1M |
| Capital Asset Advisory Services LLC | 0.06% | Reduce -5.1% | 3,770 | $1.1M |
| Hancock Whitney Corp. | 0.04% | No change | 3,841 | $1.1M |
| Good Life Advisors, LLC | 0.09% | Reduce -4.7% | 3,836 | $1.1M |
| Eagle Strategies LLC | 0.22% | Add +5.6% | 3,831 | $1.1M |
| Tanager Wealth Management LLP | 0.17% | No change | 3,800 | $1.1M |
| Wealthstream Advisors, Inc. | 0.41% | No change | 3,797 | $1.1M |
| Vawter Financial, Ltd. | 0.77% | No change | 3,779 | $1.1M |
| MassMutual Private Wealth & Trust, FSB | 0.03% | Add +18.3% | 3,777 | $1.1M |
| Syverson Strege & Co | 0.38% | Add +0.1% | 3,751 | $1.1M |
| Axxcess Wealth Management, LLC | 0.03% | Reduce -5.3% | 3,750 | $1.1M |
| Diversified Portfolios, Inc. | 0.15% | Reduce -1.3% | 3,738 | $1.1M |
| Grandfield & Dodd, LLC | 0.07% | No change | 3,723 | $1.1M |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -5.7% | 3,723 | $1.1M |
| QRG Capital Management, Inc. | 0.01% | Reduce -39.2% | 3,721 | $1.1M |
| Independent Financial Group, LLC | 0.04% | Reduce -0.8% | 3,715 | $1.1M |
| IHT Wealth Management, LLC | 0.04% | Reduce -20.1% | 3,708 | $1.1M |
| Pinnacle Financial Partners Inc | 0.02% | Add +1.1% | 3,702 | $1.1M |
| USA Financial Formulas | 0.18% | Reduce -12.0% | 3,689 | $1.1M |
| Brookstone Capital Management | 0.02% | Reduce -2.8% | 3,597 | $1.1M |
| Westmount Partners, LLC | 0.36% | Reduce -1.5% | 3,679 | $1.1M |
| Source Financial Advisors LLC | 0.34% | Add +0.2% | 3,684 | $1.1M |
| Petredis Investment Advisors LLC | 0.12% | No change | 3,684 | $1.1M |
| Oppenheimer & Co. Inc. | 0.02% | Add +9.9% | 3,684 | $1.1M |
| Advisor Resource Council | 1.42% | Reduce -8.3% | 3,639 | $1.1M |
| Strategic Wealth Partners, Ltd. | 0.11% | No change | 3,626 | $1.1M |
| AE Wealth Management LLC | 0.01% | Add +23.1% | 3,621 | $1.1M |
| DAVENPORT & Co LLC | 0.01% | No change | 3,611 | $1.1M |
| Fragasso Financial Advisors Inc | 0.09% | Reduce -0.2% | 3,610 | $1.1M |
| Nicolet Bankshares Inc. | 0.22% | No change | 3,597 | $1.1M |
| Connecticut Wealth Management, LLC | 0.06% | Add +0.6% | 3,580 | $1.1M |
| Hilltop National Bank | 0.34% | No change | 3,568 | $1.1M |
| Whitegate Investment Counselors, Inc. | 0.30% | Reduce -0.5% | 3,568 | $1.1M |
| W.H. Cornerstone Investments Inc. | 0.75% | Add +0.1% | 3,564 | $1.1M |
| Keebeck Wealth Management | 0.16% | Add +0.1% | 3,557 | $1.1M |
| Warren Street Wealth Advisors, LLC | 0.53% | Reduce -3.5% | 3,541 | $1.1M |
| Legacy Private Trust Co. | 0.07% | No change | 3,533 | $1.1M |
| Regal Investment Advisors LLC | 0.07% | Add +4.1% | 3,530 | $1.1M |
| Flaharty Asset Management, LLC | 0.16% | Reduce -0.7% | 3,528 | $1.0M |
| One Wealth Advisors, LLC | 0.22% | Add +10.3% | 3,581 | $1.0M |
| SOL Capital Management CO | 0.13% | Add +39.8% | 3,511 | $1.0M |
| Kades & Cheifetz LLC | 0.65% | Add +0.3% | 3,449 | $1.0M |
| Optimist Retirement Group LLC | 0.54% | Add +0.1% | 3,440 | $1.0M |
| Crestwood Advisors Group, LLC | 0.02% | Reduce -1.4% | 3,434 | $1.0M |
| TSA Wealth Managment LLC | 0.44% | Add +57.4% | 3,432 | $1.0M |
| Ti-Trust, Inc. | 0.78% | No change | 3,419 | $1.0M |
| Colonial Trust Advisors | 0.10% | No change | 3,400 | $1.0M |
| Relative Value Partners Group, LLC | 0.13% | Reduce -77.9% | 3,379 | $1.0M |
| Lake Street Private Wealth, LLC | 0.13% | No change | 3,379 | $1.0M |
| Brandywine Oak Private Wealth LLC | 0.10% | No change | 3,373 | $1.0M |
| Courier Capital LLC | 0.08% | Add +1.7% | 3,320 | $988K |
| Roundview Capital LLC | 0.08% | No change | 3,306 | $984K |
| Bollard Group LLC | 0.03% | Add +0.2% | 3,279 | $976K |
| MA Private Wealth | 0.19% | New | 3,276 | $975K |
| Horst & Graben Wealth Management LLC | 0.19% | Add +10.7% | 3,267 | $972K |
| WealthTrust Asset Management, LLC | 0.71% | New | 3,266 | $972K |
| Raymond James Trust N.A. | 0.02% | Reduce -2.8% | 3,256 | $969K |
| Cozad Asset Management Inc. | 0.10% | No change | 3,253 | $968K |
| Gries Financial LLC | 0.20% | Reduce -1.5% | 3,238 | $964K |
| DHJJ Financial Advisors, Ltd. | 0.41% | Add +0.0% | 3,226 | $960K |
| Kestra Private Wealth Services, LLC | 0.02% | Reduce -12.3% | 3,222 | $959K |
| Wealthquest Corp | 0.10% | No change | 3,206 | $954K |
| Atria Investments, Inc | 0.01% | Reduce -73.6% | 3,189 | $949K |
| Denver PWM, LLC | 0.38% | Add +0.3% | 3,185 | $948K |
| GPS Wealth Strategies Group, LLC | 0.14% | Reduce -0.4% | 3,184 | $948K |
| Cortland Associates Inc. | 0.12% | No change | 3,180 | $946K |
| Spinnaker Trust | 0.06% | No change | 3,165 | $942K |
| CJM Wealth Advisers, Ltd. | 0.35% | No change | 3,157 | $941K |
| Bluespring Wealth Management, LLC | 0.10% | No change | 3,151 | $938K |
| Waters Parkerson & Co., LLC | 0.05% | No change | 3,150 | $937K |
| Meridian Wealth Advisors, LLC | 0.17% | No change | 3,143 | $935K |
| Regimen Wealth, LLC | 0.32% | Add +0.3% | 3,133 | $932K |
| Scissortail Wealth Management, LLC | 0.24% | No change | 3,122 | $929K |
| Wealth Architects, LLC | 0.11% | No change | 3,121 | $929K |
| Mesirow Financial Investment Management, Inc. | 0.02% | Reduce -8.5% | 3,114 | $928K |
| Paces Ferry Wealth Advisors, LLC | 0.56% | Reduce -0.3% | 3,100 | $922K |
| Oldfather Financial Services, LLC | 0.38% | Reduce -6.7% | 3,084 | $918K |
| Fermata Advisors, LLC | 0.21% | Add +3.7% | 3,074 | $915K |
| Wagner Wealth Management, LLC | 0.27% | Add +0.5% | 3,059 | $910K |
| Facet Wealth, Inc. | 0.03% | Reduce -11.7% | 3,047 | $907K |
| Cyndeo Wealth Partners, LLC | 0.07% | Add +14.4% | 3,034 | $903K |
| Townsquare Capital LLC | 0.01% | Add +35.0% | 3,034 | $903K |
| Hemenway Trust Co LLC | 0.08% | No change | 3,010 | $896K |
| Midland Wealth Advisors, LLC | 0.05% | Add +17.6% | 3,010 | $896K |
| Heartwood Wealth Advisors LLC | 0.11% | No change | 2,977 | $886K |
| Retirement Planning Group, LLC | 0.06% | Reduce -5.7% | 2,974 | $885K |
| Venturi Wealth Management, LLC | 0.05% | No change | 2,945 | $876K |
| Tandem Capital Management Corp. | 0.48% | Add +1.1% | 2,890 | $876K |
| Wolf Group Capital Advisors | 0.34% | Reduce -27.2% | 2,940 | $875K |
| West Paces Advisors Inc. | 0.23% | No change | 2,940 | $875K |
| Greenleaf Trust | 0.01% | Add +0.2% | 2,939 | $874K |
| AdvisorNet Financial, Inc | 0.08% | Reduce -11.5% | 2,931 | $872K |
| Vestmark Advisory Solutions, Inc. | 0.04% | Add +153.0% | 2,912 | $866K |
| Global Retirement Partners, LLC | 0.03% | Add +5.7% | 2,894 | $861K |
| Capital Advisors, Ltd. LLC | 0.11% | No change | 2,893 | $861K |
| TRUE Private Wealth Advisors | 0.10% | Reduce -1.8% | 2,888 | $859K |
| Fi3 FINANCIAL ADVISORS, LLC | 0.38% | No change | 2,867 | $853K |
| Segment Wealth Management, LLC | 0.06% | Reduce -1.9% | 2,863 | $852K |
| Lowe Brockenbrough & Co. Inc. | 0.06% | No change | 2,855 | $849K |
| Enzi Wealth | 0.37% | Reduce -7.2% | 2,790 | $845K |
| Meritage Portfolio Management | 0.05% | No change | 2,824 | $840K |
| Gladstone Institutional Advisory LLC | 0.04% | Reduce -2.9% | 2,819 | $839K |
| Flagstar Securities, Inc. | 0.23% | Reduce -2.8% | 2,814 | $837K |
| Ancora Advisors LLC | 0.02% | No change | 2,811 | $836K |
| Almanack Investment Partners, LLC. | 0.14% | No change | 2,768 | $824K |
| Allen Mooney & Barnes Investment Advisors LLC | 0.15% | Add +0.1% | 2,762 | $822K |
| Boston Trust Walden Corp | 0.01% | No change | 2,705 | $805K |
| LongView Wealth Management | 0.30% | Reduce -0.3% | 2,699 | $803K |
| Carnegie Investment Counsel | 0.03% | Reduce -32.0% | 2,692 | $801K |
| Ashton Thomas Private Wealth, LLC | 0.04% | Add +0.0% | 2,686 | $799K |
| Burke & Herbert Bank & Trust Co. | 0.19% | New | 2,674 | $796K |
| RFG Advisory, LLC | 0.03% | Add +0.2% | 2,666 | $793K |
| Shepherd Financial Partners LLC | 0.10% | No change | 2,657 | $791K |
| Deroy & Devereaux Private Investment Counsel Inc. | 0.05% | Reduce -7.5% | 2,654 | $790K |
| LGL Partners, LLC | 0.12% | Add +0.3% | 2,652 | $789K |
| Columbus Macro, LLC | 0.30% | No change | 2,586 | $784K |
| Capital Investment Advisors, LLC | 0.02% | Reduce -0.8% | 2,617 | $779K |
| Resurgent Financial Advisors LLC | 0.49% | No change | 2,617 | $779K |
| Tradition Wealth Management, LLC | 0.07% | Add +106.5% | 2,608 | $776K |
| Edgestream Partners, L.P. | 0.04% | Reduce -9.1% | 2,552 | $759K |
| Transatlantique Private Wealth LLC | 0.31% | No change | 2,549 | $758K |
| Transcend Capital Advisors, LLC | 0.05% | Add +190.9% | 2,534 | $754K |
| Firethorn Wealth Partners, LLC | 0.43% | Reduce -2.7% | 2,532 | $753K |
| GYL Financial Synergies, LLC | 0.06% | No change | 2,531 | $753K |
| Prelude Capital Management, LLC | 0.06% | New | 2,500 | $744K |
| CreativeOne Wealth, LLC | 0.04% | Reduce -69.4% | 2,470 | $735K |
| BIP Wealth, LLC | 0.06% | No change | 2,466 | $734K |
| Notis-McConarty Edward | 0.29% | Reduce -7.5% | 2,450 | $729K |
| Childress Capital Advisors, LLC | 0.21% | No change | 2,450 | $729K |
| Headinvest, LLC | 0.14% | Reduce -2.0% | 2,440 | $726K |
| First Pacific Financial | 0.19% | Reduce -1.8% | 2,432 | $723K |
| Sprinkle Financial Consultants LLC | 0.57% | Add +0.3% | 2,433 | $723K |
| Cahaba Wealth Management, Inc. | 0.06% | Add +0.1% | 2,428 | $722K |
| ONE Advisory Partners, LLC | 0.33% | Reduce -22.5% | 2,405 | $716K |
| HM Payson & Co. | 0.01% | No change | 2,402 | $715K |
| Flagship Harbor Advisors, LLC | 0.04% | No change | 2,400 | $714K |
| Savvy Advisors, Inc. | 0.23% | Add +29.9% | 2,391 | $712K |
| Simon Quick Advisors, LLC | 0.05% | Add +0.3% | 2,386 | $710K |
| Trexquant Investment LP | 0.01% | Reduce -2.2% | 2,383 | $709K |
| Penney Financial, LLC | 0.52% | No change | 2,380 | $708K |
| True Link Financial Advisors, LLC | 0.07% | Reduce -9.3% | 2,374 | $706K |
| CW Advisors, LLC | 0.01% | Add +8.3% | 2,360 | $702K |
| Aspen Investment Management Inc | 0.35% | No change | 2,342 | $697K |
| Clifford Swan Investment Counsel LLC | 0.03% | No change | 2,338 | $696K |
| Pinnacle Wealth Planning Services, Inc. | 0.10% | No change | 2,333 | $694K |
| Astoria Strategic Wealth, Inc. | 0.21% | No change | 2,328 | $693K |
| Signaturefd, LLC | 0.01% | No change | 2,322 | $691K |
| United Asset Strategies, Inc. | 0.07% | Reduce -19.3% | 2,322 | $691K |
| NWF Advisory Services Inc. | 0.11% | Reduce -0.7% | 2,305 | $686K |
| IFS Advisors, LLC | 0.58% | No change | 2,300 | $684K |
| Certuity, LLC | 0.05% | No change | 2,297 | $684K |
| International Assets Investment Management, LLC | 0.06% | No change | 2,290 | $681K |
| SMI Advisory Services, LLC | 0.17% | New | 2,246 | $681K |
| Azimuth Capital Investment Management LLC | 0.03% | Reduce -13.2% | 2,285 | $680K |
| HTLF Bank | 0.08% | Add +41.9% | 2,280 | $678K |
| Fulton Breakefield Broenniman LLC | 0.05% | Reduce -2.6% | 2,260 | $672K |
| Blankinship & Foster, LLC | 0.17% | Reduce -0.6% | 2,259 | $672K |
| Girard Partners LTD. | 0.06% | No change | 2,249 | $669K |
| Verum Partners LLC | 0.22% | Add +0.0% | 2,248 | $669K |
| Salem Investment Counselors Inc. | 0.02% | Add +1.1% | 2,240 | $666K |
| Brandywine Global Investment Management, LLC | 0.01% | New | 2,240 | $666K |
| Next Level Private LLC | 0.30% | Add +0.3% | 2,240 | $666K |
| Old North State Wealth Management, LLC | 0.44% | Add +0.2% | 2,236 | $665K |
| StoneX Group Inc. | 0.05% | Add +20.9% | 2,224 | $662K |
| BLB&B Advisors, LLC | 0.04% | No change | 2,224 | $662K |
| Smith Salley Wealth Management | 0.05% | No change | 2,214 | $659K |
| Levy Wealth Management Group, LLC | 0.17% | Add +50.5% | 2,212 | $658K |
| Hollencrest Capital Management | 0.03% | No change | 2,208 | $657K |
| Riverbridge Partners LLC | 0.01% | No change | 2,204 | $656K |
| Kohmann Bosshard Financial Services, LLC | 0.09% | No change | 2,203 | $656K |
| WNY Asset Management, LLC | 0.09% | Reduce -0.5% | 2,190 | $652K |
| Betterment LLC | 0.00% | Add +10.2% | 2,185 | $650K |
| Kavar Capital Partners Group, LLC | 0.12% | Reduce -0.9% | 2,167 | $645K |
| Cornerstone Planning Group LLC | 0.18% | Reduce -42.9% | 2,276 | $645K |
| Members Trust Co | 0.02% | No change | 2,156 | $641K |
| Moneco Advisors, LLC | 0.09% | Reduce -1.0% | 2,144 | $638K |
| Sage Private Wealth Group, LLC | 0.53% | Reduce -56.0% | 2,133 | $635K |
| ShoreHaven Wealth Partners, LLC | 0.33% | Reduce -20.1% | 2,130 | $634K |
| SOA Wealth Advisors, LLC. | 0.13% | Add +0.1% | 2,112 | $628K |
| Oarsman Capital, Inc. | 0.14% | New | 2,109 | $628K |
| Manhattan West Asset Management, LLC | 0.17% | No change | 2,107 | $627K |
| Staley Capital Advisers Inc. | 0.03% | No change | 2,100 | $625K |
| Tritonpoint Wealth, LLC | 0.06% | Add +0.2% | 2,093 | $623K |
| Tranquility Partners, LLC | 0.24% | Add +5.8% | 2,079 | $619K |
| Prosperity Wealth Management, Inc. | 0.30% | New | 2,075 | $618K |
| Cibc World Market Inc. | 0.00% | Reduce -0.5% | 2,063 | $614K |
| Parthenon LLC | 0.08% | Reduce -0.2% | 2,060 | $613K |
| Orgel Wealth Management, LLC | 0.02% | No change | 2,043 | $608K |
| Douglass Winthrop Advisors, LLC | 0.01% | No change | 2,040 | $607K |
| Acorn Wealth Advisors, LLC | 0.30% | No change | 2,038 | $606K |
| Kickstand Ventures, Llc. | 0.16% | Add +12.4% | 2,023 | $602K |
| JPL Wealth Management, LLC | 0.29% | No change | 2,009 | $598K |
| Hurlow Wealth Management Group, Inc. | 0.20% | No change | 2,007 | $597K |
| Osborne Partners Capital Management, LLC | 0.04% | Reduce -10.5% | 2,004 | $596K |
| Citizens National Bank Trust Department | 0.13% | No change | 2,000 | $595K |
| Harbor Group, Inc. | 0.15% | Reduce -4.5% | 1,999 | $595K |
| Hohimer Wealth Management, LLC | 0.14% | Reduce -2.4% | 1,997 | $594K |
| Northside Capital Management, LLC | 0.10% | No change | 1,995 | $594K |
| K.J. Harrison & Partners Inc | 0.10% | No change | 1,993 | $593K |
| Waterfront Wealth Inc. | 0.16% | Add +0.1% | 1,988 | $591K |
| Morris Financial Concepts, Inc. | 0.28% | Reduce -2.6% | 1,980 | $589K |
| Verdence Capital Advisors LLC | 0.05% | Reduce -8.8% | 1,978 | $589K |
| Prosperity Consulting Group, LLC | 0.08% | Reduce -1.5% | 1,958 | $582K |
| Golden Road Advisors LLC | 0.47% | Reduce -0.8% | 1,898 | $576K |
| Centaurus Financial, Inc. | 0.04% | Reduce -16.2% | 1,930 | $574K |
| Tidal Investments LLC | 0.01% | New | 1,925 | $573K |
| Paragon Financial Partners, Inc. | 0.44% | Add +0.2% | 1,908 | $568K |
| Willis Johnson & Associates, Inc. | 0.05% | Reduce -1.8% | 1,896 | $564K |
| Journey Advisory Group, LLC | 0.07% | Reduce -0.7% | 1,895 | $564K |
| Buttonwood Financial Advisors Inc. | 0.26% | Reduce -9.9% | 1,880 | $559K |
| Lwmg, LLC | 0.12% | Add +0.2% | 1,865 | $555K |
| Zhang Financial LLC | 0.04% | No change | 1,856 | $552K |
| Forte Asset Management LLC | 0.33% | No change | 1,855 | $552K |
| Marks Group Wealth Management, Inc | 0.06% | Add +14.2% | 1,853 | $551K |
| Nicholas Hoffman & Company, LLC. | 0.03% | No change | 1,845 | $549K |
| Soltis Investment Advisors LLC | 0.06% | Reduce -6.7% | 1,838 | $547K |
| Nicolet Advisory Services, LLC | 0.05% | Add +82.8% | 1,777 | $544K |
| Delta Investment Management, LLC | 0.12% | No change | 1,829 | $544K |
| Cherry Creek Investment Advisors, Inc. | 0.28% | Add +0.1% | 1,824 | $543K |
| Americana Partners, LLC | 0.04% | No change | 1,823 | $542K |
| PFG Investments, LLC | 0.04% | Add +0.6% | 1,822 | $542K |
| Fulcrum Capital LLC | 0.12% | Add +89.5% | 1,814 | $540K |
| Northstar Group, Inc. | 0.11% | Add +13.1% | 1,794 | $534K |
| Founders Financial Alliance, LLC | 0.16% | Reduce -44.4% | 1,784 | $531K |
| Moser Wealth Advisors, LLC | 0.29% | Reduce -0.8% | 1,783 | $531K |
| Meeder Advisory Services, Inc. | 0.04% | New | 1,780 | $530K |
| 1ST Source Bank | 0.03% | No change | 1,780 | $530K |
| PACK Private Wealth, LLC | 0.33% | No change | 1,772 | $527K |
| Heritage Financial Services, LLC | 0.08% | No change | 1,766 | $525K |
| Silverleafe Capital Partners, LLC | 0.18% | Reduce -0.4% | 1,758 | $523K |
| AAF Wealth Management, LLC | 0.27% | Add +19.3% | 1,746 | $520K |
| New Wave Wealth Advisors LLC | 0.28% | — | 1,744 | $519K |
| Greenwood Gearhart LLC | 0.05% | No change | 1,733 | $516K |
| Valmark Advisers, Inc. | 0.01% | Add +0.1% | 1,729 | $514K |
| Pinnacle Associates Ltd. | 0.01% | Add +6.1% | 1,719 | $511K |
| GLOBALT Investments LLC / GA | 0.02% | Add +13.3% | 1,715 | $510K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.02% | Add +13.0% | 1,712 | $509K |
| WealthPLAN Partners, LLC | 0.05% | Add +2.1% | 1,703 | $507K |
| Farmers National Bank | 0.15% | No change | 1,700 | $506K |
| Catalina Capital Group, LLC | 0.19% | No change | 1,691 | $503K |
| Tolleson Wealth Management, Inc. | 0.10% | No change | 1,690 | $503K |
| Kelman-Lazarov, Inc. | 0.09% | No change | 1,688 | $502K |
| Arbor Wealth Advisors LLC | 0.49% | No change | 1,684 | $501K |
| KilterHowling LLC | 0.34% | Add +0.2% | 1,682 | $500K |
| LPWM LLC | 0.17% | Reduce -0.1% | 1,649 | $500K |
| Country Club Bank | 0.03% | Reduce -16.0% | 1,658 | $495K |
| Palisade Asset Management, LLC | 0.05% | No change | 1,660 | $494K |
| Highview Capital Management LLC | 0.21% | No change | 1,659 | $494K |
| Sunbelt Securities, Inc. | 0.05% | Add +2.3% | 1,659 | $493K |
| Flagship Private Wealth, LLC | 0.29% | Add +0.1% | 1,649 | $491K |
| Murphy, Middleton, Hinkle & Parker, Inc. | 0.28% | Reduce -3.0% | 1,635 | $486K |
| Paradigm, Strategies in Wealth Management, LLC | 0.30% | No change | 1,630 | $485K |
| Thrive Wealth Management, LLC | 0.09% | Add +9.2% | 1,625 | $484K |
| Black Diamond Financial, LLC | 0.09% | Add +96.4% | 1,618 | $481K |
| Canandaigua National Bank & Trust Co. | 0.05% | New | 1,605 | $478K |
| FARMERS & MERCHANTS TRUST Co OF LONG BEACH | 0.12% | New | 1,603 | $477K |
| Alera Investment Advisors, LLC | 0.06% | Add +3.5% | 1,602 | $477K |
| Summit Wealth & Retirement Planning, Inc. | 0.16% | No change | 1,599 | $476K |
| Synovus Financial Corp. | 0.01% | Reduce -0.5% | 1,595 | $475K |
| Summit Place Financial Advisors, LLC | 0.28% | Reduce -7.9% | 1,582 | $471K |
| Abacus Planning Group, Inc. | 0.09% | No change | 1,578 | $470K |
| Ascentis Independent Advisors | 0.10% | — | 1,577 | $469K |
| Aureus Asset Management, LLC | 0.03% | Reduce -20.8% | 1,577 | $469K |
| O'Brien Wealth Partners LLC | 0.11% | No change | 1,574 | $468K |
| Blue Trust, Inc. | 0.01% | Add +136.7% | 1,624 | $468K |
| Stock Yards Bank & Trust Co. | 0.02% | No change | 1,563 | $465K |
| U.S. Capital Wealth Advisors, LLC | 0.02% | No change | 1,557 | $463K |
| Ruggaard & Associates LLC | 0.21% | No change | 1,555 | $463K |
| Beaumont Financial Advisors, LLC | 0.04% | Reduce -2.2% | 1,548 | $461K |
| Gerber Kawasaki Wealth & Investment Management | 0.02% | Add +7.8% | 1,547 | $460K |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 0.10% | No change | 1,535 | $457K |
| Plante Moran Financial Advisors, LLC | 0.05% | No change | 1,534 | $456K |
| Prio Wealth Limited Partnership | 0.01% | No change | 1,525 | $454K |
| Madden Advisory Services, Inc. | 0.23% | No change | 1,523 | $453K |
| Schechter Investment Advisors, LLC | 0.03% | No change | 1,518 | $452K |
| Western Wealth Management, LLC | 0.03% | Reduce -51.4% | 1,514 | $450K |
| Sentry LLC | 0.08% | Add +0.1% | 1,493 | $444K |
| Proficio Capital Partners LLC | 0.05% | Reduce -2.0% | 1,490 | $443K |
| Diversify Advisory Services, LLC | 0.02% | Add +0.2% | 1,445 | $438K |
| Apollon Wealth Management, LLC | 0.01% | Reduce -8.7% | 1,473 | $438K |
| Signature Estate & Investment Advisors LLC | 0.01% | Add +28.3% | 1,464 | $436K |
| Berkeley Capital Partners, LLC | 0.13% | Reduce -19.4% | 1,450 | $431K |
| Curated Wealth Partners LLC | 0.06% | — | 1,450 | $431K |
| Asset Management Group, Inc. | 0.07% | Add +0.3% | 1,439 | $428K |
| FAS Wealth Partners, Inc. | 0.04% | No change | 1,434 | $427K |
| Summit Asset Management, LLC | 0.05% | Add +18.7% | 1,424 | $424K |
| TD Capital Management LLC | 0.04% | Add +0.1% | 1,424 | $424K |
| Joseph Group Capital Management | 0.22% | New | 1,419 | $422K |
| Arq Wealth Advisors, LLC | 0.18% | Add +2.2% | 1,412 | $420K |
| BSW Wealth Partners | 0.07% | No change | 1,406 | $418K |
| Global Wealth Strategies & Associates | 0.15% | No change | 1,400 | $417K |
| Chevy Chase Trust Holdings, LLC | 0.00% | New | 1,400 | $417K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Reduce -0.7% | 1,376 | $409K |
| First American Trust, FSB | 0.04% | Add +4.6% | 1,375 | $409K |
| Cornerstone Wealth Management, LLC | 0.03% | Add +0.7% | 1,362 | $405K |
| Chatham Capital Group, Inc. | 0.07% | No change | 1,358 | $404K |
| Union Savings Bank | 0.21% | No change | 1,344 | $400K |
| Arete Wealth Advisors, LLC | 0.03% | New | 1,340 | $399K |
| Redwood Wealth Management Group, LLC | 0.30% | Reduce -2.1% | 1,336 | $398K |
| Soundwatch Capital LLC | 2.18% | Reduce -66.3% | 1,333 | $397K |
| Legacy Wealth Management, LLC / MS | 0.17% | Reduce -20.8% | 1,330 | $396K |
| Patton Albertson Miller Group, LLC | 0.06% | Reduce -0.8% | 1,307 | $389K |
| Traynor Capital Management, Inc. | 0.03% | Reduce -0.1% | 1,304 | $388K |
| Ameritas Advisory Services, LLC | 0.01% | Add +0.1% | 1,297 | $386K |
| Pointe Capital Management LLC | 0.24% | No change | 1,297 | $386K |
| PBMares Wealth Management LLC | 0.09% | Add +0.1% | 1,297 | $386K |
| Cape Cod Five Cents Savings Bank | 0.04% | New | 1,281 | $381K |
| Pennsylvania Capital Management Inc. | 0.15% | No change | 1,280 | $381K |
| SkyOak Wealth, LLC | 0.09% | Reduce -30.3% | 1,276 | $380K |
| Annex Advisory Services, LLC | 0.01% | Add +0.9% | 1,273 | $379K |
| Wellspring Financial Advisors, LLC | 0.04% | Add +0.2% | 1,260 | $375K |
| Assetmark, Inc. | 0.00% | Add +822.2% | 1,245 | $370K |
| Atlas Brown,Inc. | 0.13% | No change | 1,239 | $369K |
| Bogart Wealth, LLC | 0.02% | Reduce -7.5% | 1,236 | $368K |
| Geneos Wealth Management Inc. | 0.02% | Reduce -0.1% | 1,235 | $367K |
| LGT Financial Advisors LLC | 0.77% | Reduce -32.4% | 1,224 | $364K |
| First Manhattan Co. Llc. | 0.00% | No change | 1,224 | $364K |
| Abacus Wealth Partners, LLC | 0.06% | No change | 1,221 | $363K |
| V2 Financial group LLC | 0.24% | No change | 1,200 | $359K |
| Creegan & Nassoura Financial Group, LLC | 0.25% | No change | 1,200 | $357K |
| Maple Capital Management, Inc. | 0.03% | Reduce -0.8% | 1,200 | $357K |
| Wealth Alliance, LLC | 0.05% | Reduce -29.9% | 1,198 | $356K |
| Foster & Motley Inc. | 0.02% | Reduce -5.3% | 1,191 | $354K |
| Beirne Wealth Consulting Services, LLC | 0.14% | Reduce -9.9% | 1,185 | $353K |
| Vista Capital Partners, Inc. | 0.04% | No change | 1,182 | $352K |
| Chesapeake Wealth Management | 0.13% | Reduce -25.4% | 1,177 | $350K |
| Gibbs Wealth Management | 0.14% | No change | 1,160 | $345K |
| Rothschild Capital Partners, LLC | 0.10% | New | 1,157 | $344K |
| McAdam, LLC | 0.02% | Add +12.9% | 1,150 | $342K |
| Baker Ellis Asset Management LLC | 0.05% | No change | 1,150 | $342K |
| Guardian Asset Advisors, LLC | 0.25% | Add +2.5% | 1,136 | $338K |
| Anchor Investment Management, LLC | 0.03% | No change | 1,128 | $336K |
| Modern Wealth Management, LLC | 0.02% | No change | 1,121 | $334K |
| Scharf Investments, LLC | 0.01% | Reduce -17.1% | 1,120 | $333K |
| Zacks Investment Management | 0.00% | Add +10.2% | 1,115 | $332K |
| Greenhouse Wealth Management, LLC | 0.24% | Reduce -1.4% | 1,112 | $331K |
| Meridian Wealth Partners, LLC | 0.06% | No change | 1,111 | $331K |
| L.M. Kohn & Company | 0.09% | Reduce -15.3% | 1,110 | $330K |
| Gilliland Jeter Wealth Management LLC | 0.11% | Add +0.4% | 1,104 | $328K |
| Cherry Tree Wealth Management, LLC | 0.08% | No change | 1,102 | $328K |
| Napatree Capital LLC | 0.26% | Reduce -8.3% | 1,094 | $326K |
| Aspire Wealth Management Corp | 0.19% | No change | 1,089 | $324K |
| Wedbush Securities Inc. | 0.01% | Reduce -5.1% | 1,089 | $324K |
| Willow Creek Wealth Management Inc. | 0.04% | Reduce -8.6% | 1,088 | $324K |
| One Capital Management, LLC | 0.01% | Add +19.8% | 1,088 | $324K |
| Bedel Financial Consulting, Inc. | 0.05% | No change | 1,084 | $323K |
| Drake & Associates, LLC | 0.12% | Add +4.4% | 1,083 | $322K |
| Brass Tax Wealth Management, Inc. | 0.06% | New | 1,083 | $322K |
| Migdal Insurance & Financial Holdings Ltd. | 0.01% | Reduce -13.8% | 1,070 | $320K |
| Encompass Wealth Advisors, LLC | 0.09% | No change | 1,075 | $320K |
| LCNB Corp. | 0.12% | No change | 1,065 | $317K |
| Moss Adams Wealth Advisors LLC | 0.04% | No change | 1,062 | $316K |
| Silver Oak Advisory Group, Inc. | 0.17% | No change | 1,061 | $315K |
| Marcum Wealth, LLC | 0.03% | Reduce -1.6% | 1,056 | $314K |
| Capital Advisors Wealth Management, LLC | 0.06% | Reduce -48.5% | 1,052 | $313K |
| EWG Elevate Inc. | 0.11% | No change | 1,051 | $313K |
| Missouri Trust & Investment Co | 0.12% | Reduce -23.0% | 1,050 | $312K |
| Investmark Advisory Group LLC | 0.17% | Add +0.8% | 1,044 | $311K |
| Keystone Wealth Services, LLC | 0.10% | Add +0.1% | 1,043 | $310K |
| Madison Wealth Partners, Inc | 0.11% | No change | 1,041 | $310K |
| Saxon Interests, Inc. | 0.15% | Reduce -12.1% | 1,033 | $307K |
| Evergreen Capital Management LLC | 0.01% | No change | 1,030 | $306K |
| XTX Topco Ltd | 0.03% | New | 1,019 | $303K |
| Gryphon Financial Partners LLC | 0.04% | Add +21.7% | 1,010 | $301K |
| Advus Financial Partners, LLC | 0.09% | No change | 1,010 | $300K |
| RMR Wealth Builders | 0.03% | New | 1,006 | $299K |
| Lanark Financial, Inc. | 0.03% | No change | 1,008 | $299K |
| SPC Financial, Inc. | 0.03% | New | 1,002 | $298K |
| Bristlecone Advisors, LLC | 0.03% | Add +0.1% | 1,001 | $298K |
| Advocate Group LLC | 0.06% | No change | 1,000 | $298K |
| Hardy Reed LLC | 0.03% | No change | 992 | $295K |
| New Republic Capital, LLC | 0.15% | Reduce -7.9% | 982 | $292K |
| GeoWealth Management, LLC | 0.01% | New | 979 | $291K |
| Cardinal Point Capital Management ULC | 0.05% | No change | 979 | $291K |
| Cambridge Capital Management, LLC | 0.22% | No change | 978 | $291K |
| Glass Jacobson Investment Advisors llc | 0.11% | Add +0.1% | 978 | $291K |
| S.A. Mason LLC | 0.17% | No change | 975 | $290K |
| KCM Investment Advisors LLC | 0.01% | No change | 975 | $290K |
| FFT Wealth Management LLC | 0.03% | Add +0.2% | 975 | $290K |
| Range Financial Group LLC | 0.15% | No change | 974 | $290K |
| Howard Wealth Management, LLC | 0.23% | Reduce -0.3% | 972 | $289K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.05% | Reduce -0.2% | 970 | $289K |
| Revolve Wealth Partners, LLC | 0.05% | Reduce -1.0% | 967 | $288K |
| Tenon Financial LLC | 0.22% | No change | 966 | $287K |
| Crescent Grove Advisors, LLC | 0.03% | No change | 965 | $287K |
| Aft, Forsyth & Company, Inc. | 0.14% | Add +0.2% | 963 | $287K |
| Gibson Capital, LLC | 0.06% | No change | 958 | $285K |
| Independent Advisor Alliance | 0.01% | No change | 952 | $283K |
| Delta Asset Management LLC | 0.03% | No change | 950 | $283K |
| Olde Wealth Management, LLC | 0.11% | New | 951 | $282K |
| Bigelow Investment Advisors, LLC | 0.13% | No change | 945 | $281K |
| Etesian Wealth Advisors, Inc. | 0.16% | No change | 940 | $280K |
| NBT Bank, N.A. | 0.02% | No change | 937 | $279K |
| Smith Anglin Financial, LLC | 0.03% | No change | 924 | $275K |
| Better Money Decisions, LLC | 0.21% | Add +2.7% | 924 | $275K |
| Wade Financial Advisory, Inc | 0.10% | No change | 920 | $274K |
| Shared Vision Wealth Group LLC | 0.16% | Add +10.5% | 919 | $273K |
| Accretive Wealth Partners, LLC | 0.11% | No change | 916 | $273K |
| ODonnell Financial Services, LLC | 0.12% | No change | 914 | $272K |
| Juncture Wealth Strategies, LLC | 0.11% | No change | 913 | $272K |
| United Advisor Group, LLC | 0.08% | New | 912 | $271K |
| Thoroughbred Financial Services, LLC | 0.02% | New | 908 | $270K |
| First Trust Direct Indexing L.P. | 0.02% | Reduce -47.8% | 901 | $268K |
| Valley Forge Investment Consultants Inc. Adv | 0.10% | No change | 900 | $268K |
| Embree Financial Group | 0.05% | No change | 900 | $268K |
| Ritholtz Wealth Management | 0.01% | New | 895 | $266K |
| King Wealth Management Group | 0.04% | No change | 892 | $265K |
| Keb Asset Management, LLC | 0.09% | No change | 888 | $264K |
| Hill Investment Group Partners, LLC | 0.04% | No change | 869 | $264K |
| CIC Wealth, LLC | 0.07% | No change | 885 | $263K |
| Alesco Advisors, LLC, An ESL Co | 0.01% | Reduce -5.3% | 885 | $263K |
| Kendall Capital Management | 0.09% | No change | 882 | $262K |
| GenTrust, LLC | 0.01% | No change | 880 | $262K |
| Foundations Investment Advisors, LLC | 0.01% | Reduce -61.6% | 878 | $261K |
| New Century Financial Group, LLC | 0.11% | Reduce -2.3% | 875 | $260K |
| Quest Investment Management LLC | 0.03% | No change | 875 | $260K |
| Sage Rhino Capital LLC | 0.06% | No change | 868 | $258K |
| Bayesian Capital Management, LP | 0.03% | New | 865 | $257K |
| Greenspring Advisors, LLC | 0.06% | No change | 854 | $254K |
| Principle Wealth Partners LLC | 0.02% | No change | 854 | $254K |
| Capital Advisors Inc. | 0.01% | No change | 852 | $253K |
| Financial Alternatives, Inc | 0.19% | No change | 851 | $253K |
| Amplius Wealth Advisors, LLC | 0.03% | No change | 850 | $253K |
| Kanawha Capital Management LLC | 0.02% | No change | 849 | $253K |
| One Charles Private Wealth Services, LLC | 0.10% | No change | 848 | $252K |
| Venture Visionary Partners LLC | 0.01% | No change | 848 | $252K |
| JB Capital LLC | 0.02% | Reduce -1.2% | 844 | $251K |
| First Commonwealth Financial Corp | 0.06% | No change | 840 | $250K |
| Covenant Partners, LLC | 0.08% | No change | 839 | $250K |
| Larson Financial Group LLC | 0.02% | Add +9.0% | 835 | $249K |
| Allred Capital Management, LLC | 0.10% | No change | 835 | $248K |
| Exencial Wealth Advisors, LLC | 0.01% | Add +5.1% | 829 | $247K |
| TCV Trust & Wealth Management, Inc. | 0.02% | New | 824 | $245K |
| Benchmark Investment Advisors LLC | 0.18% | No change | 822 | $245K |
| Bar Harbor Wealth Management | 0.02% | No change | 822 | $245K |
| Reynders McVeigh Capital Management, LLC | 0.01% | Reduce -6.1% | 819 | $244K |
| Abound Wealth Management | 0.09% | No change | 819 | $244K |
| Lindbrook Capital, LLC | 0.02% | Add +42.0% | 818 | $243K |
| BlueChip Wealth Advisors LLC | 0.14% | No change | 812 | $242K |
| WealthCollab, LLC | 0.17% | No change | 812 | $242K |
| Klingenstein Fields & Co. LP | 0.01% | No change | 810 | $241K |
| Avantax Planning Partners, Inc. | 0.01% | No change | 807 | $240K |
| Beacon Harbor Wealth Advisors, Inc. | 0.06% | Reduce -4.2% | 808 | $240K |
| Hutchinson Capital Management | 0.05% | No change | 806 | $240K |
| Wolverine Trading, LLC | 0.00% | New | 802 | $239K |
| Fisher Asset Management | 0.00% | New | 801 | $238K |
| Melfa Wealth Management, Inc. | 0.17% | No change | 800 | $238K |
| Iowa State Bank | 0.05% | No change | 800 | $238K |
| Isthmus Partners, LLC | 0.03% | No change | 795 | $237K |
| Arthur M. Cohen & Associates, LLC | 0.04% | Add +0.1% | 795 | $236K |
| CENTRAL TRUST Co | 0.01% | Add +11.7% | 793 | $236K |
| Builder Investment Group Inc. | 0.06% | No change | 793 | $236K |
| Acorn Financial Advisory Services Inc. | 0.04% | No change | 793 | $236K |
| Fortis Capital Management LLC | 0.05% | Add +0.3% | 792 | $236K |
| MBL Wealth, LLC | 0.03% | New | 791 | $235K |
| Stone Summit Wealth LLC | 0.08% | No change | 788 | $234K |
| Calamos Advisors LLC | 0.00% | Reduce -13.8% | 788 | $234K |
| Twelve Points Wealth Management LLC | 0.08% | Reduce -14.5% | 783 | $233K |
| Penobscot Wealth Management | 0.14% | Reduce -0.5% | 765 | $232K |
| Redhawk Wealth Advisors, Inc. | 0.04% | Add +0.3% | 780 | $232K |
| Rollins Financial Advisors, LLC | 0.04% | No change | 779 | $232K |
| Prestige Wealth Management Group LLC | 0.05% | Reduce -5.8% | 779 | $232K |
| 360 Financial, Inc. | 0.09% | No change | 777 | $231K |
| Detalus Advisors, LLC | 0.08% | New | 774 | $230K |
| Freedom Day Solutions, LLC | 0.08% | Reduce -6.7% | 772 | $229K |
| Forte Capital LLC | 0.03% | No change | 771 | $229K |
| Evolution Wealth Advisors, LLC | 0.04% | No change | 769 | $229K |
| Boston Research & Management Inc. | 0.06% | No change | 768 | $228K |
| Holistic Financial Partners | 0.11% | No change | 760 | $226K |
| Pallas Capital Advisors LLC | 0.01% | Reduce -1.1% | 747 | $226K |
| Cherrydale Wealth Management, LLC | 0.10% | Add +0.3% | 756 | $225K |
| Washington Trust Bank | 0.02% | No change | 754 | $224K |
| Perennial Investment Advisors, LLC | 0.03% | Reduce -2.0% | 750 | $223K |
| Atlantic Union Bankshares Corp | 0.01% | Reduce -0.5% | 750 | $223K |
| True North Advisors, LLC | 0.06% | Reduce -4.6% | 749 | $223K |
| Howland Capital Management LLC | 0.01% | Reduce -13.7% | 741 | $220K |
| 9258 Wealth Management, LLC | 0.03% | Add +2.4% | 740 | $220K |
| Athena Investment Management | 0.13% | No change | 734 | $219K |
| Fifth Third Wealth Advisors LLC | 0.02% | Add +2.2% | 733 | $218K |
| Mandatum Life Insurance Co Ltd | 0.07% | No change | 731 | $218K |
| ARS Wealth Advisors Group, LLC | 0.03% | Reduce -9.1% | 728 | $217K |
| World Investment Advisors | 0.01% | New | 728 | $217K |
| Boston Family Office LLC | 0.02% | No change | 725 | $216K |
| Wealth Effects LLC | 0.08% | No change | 723 | $215K |
| LexAurum Advisors, LLC | 0.05% | No change | 723 | $215K |
| Matrix Asset Advisors Inc. | 0.03% | No change | 721 | $215K |
| IFG Advisory, LLC | 0.01% | New | 722 | $215K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.02% | New | 721 | $215K |
| Carmel Capital Partners, LLC | 0.09% | No change | 717 | $213K |
| Unionview, LLC | 0.17% | Add +0.3% | 712 | $212K |
| Private Capital Management, LLC | 0.03% | No change | 708 | $211K |
| Moors & Cabot, Inc. | 0.01% | No change | 705 | $210K |
| Aspect Partners, LLC | 0.12% | No change | 702 | $209K |
| Geller Advisors LLC | 0.02% | No change | 701 | $209K |
| Kapstone Financial Advisors LLC | 0.14% | No change | 700 | $208K |
| State Street Corp. | 0.00% | No change | 700 | $208K |
| Uptick Partners, LLC | 0.16% | No change | 723 | $208K |
| Quadcap Wealth Management, LLC | 0.04% | No change | 696 | $207K |
| Sigma Planning Corp | 0.01% | New | 695 | $207K |
| Fullcircle Wealth LLC | 0.10% | — | 697 | $207K |
| Gould Asset Management LLC | 0.05% | New | 694 | $206K |
| Horan Securities, Inc. | 0.09% | New | 693 | $206K |
| Ingalls & Snyder LLC | 0.01% | New | 693 | $206K |
| Adams Wealth Management | 0.05% | Reduce -2.8% | 692 | $206K |
| CacheTech Inc. | 0.05% | — | 692 | $206K |
| Arkadios Wealth Advisors | 0.01% | New | 692 | $206K |
| 626 Financial, LLC | 0.12% | New | 691 | $206K |
| Fielder Capital Group LLC | 0.08% | New | 690 | $205K |
| Claro Advisors Inc. | 0.03% | New | 688 | $205K |
| Northwest Quadrant Wealth Management, LLC | 0.05% | New | 685 | $204K |
| Financial Gravity Asset Management, Inc. | 0.05% | Reduce -46.5% | 681 | $203K |
| Baker Tilly Wealth Management, LLC | 0.08% | New | 680 | $202K |
| New England Professional Planning Group Inc. | 0.11% | New | 678 | $202K |
| Old Port Advisors | 0.06% | Reduce -4.1% | 678 | $202K |
| Disciplined Investments, LLC | 0.11% | New | 676 | $201K |
| Clark Asset Management, LLC | 0.06% | New | 676 | $201K |
| NovaPoint Capital, LLC | 0.07% | New | 675 | $201K |
| Russell Investments Group, Ltd. | 0.00% | New | 672 | $200K |
| Silicon Valley Capital Partners | 0.03% | Add +0.3% | 656 | $195K |
| Beaird Harris Wealth Management, LLC | 0.02% | Reduce -1.8% | 652 | $194K |
| NWK Group, Inc. | 0.08% | No change | 640 | $190K |
| Concourse Financial Group Securities, Inc. | 0.01% | Add +219.2% | 632 | $188K |
| MidAtlantic Capital Management, Inc. | 0.15% | No change | 621 | $185K |
| Founders Capital Management | 0.12% | Reduce -5.4% | 618 | $184K |
| WestEnd Advisors, LLC | 0.00% | No change | 598 | $178K |
| Hobbs Group Advisors, LLC | 0.07% | — | 595 | $177K |
| M&R Capital Management Inc. | 0.04% | Add +3.0% | 590 | $176K |
| Institutional & Family Asset Management, LLC | 0.03% | Reduce -5.2% | 582 | $173K |
| Financial Connections Group, Inc. | 0.09% | New | 582 | $173K |
| Creative Financial Designs Inc. | 0.02% | Reduce -3.3% | 580 | $173K |
| Halpern Financial, Inc. | 0.05% | No change | 574 | $171K |
| RFP Financial Group LLC | 0.06% | Reduce -3.4% | 565 | $168K |
| Logan Capital Management Inc. | 0.01% | Add +1.8% | 560 | $167K |
| Private Trust Co. NA | 0.02% | Reduce -26.4% | 550 | $164K |
| Blume Capital Management, Inc. | 0.04% | No change | 550 | $164K |
| Rothschild Investment LLC | 0.01% | Add +12.3% | 549 | $163K |
| Northwest Capital Management Inc | 0.06% | Add +0.4% | 545 | $162K |
| SIMA Wealth Partners, LLC | 0.15% | — | 539 | $160K |
| EverSource Wealth Advisors, LLC | 0.01% | Reduce -7.9% | 524 | $158K |
| Trust Co. of Vermont | 0.01% | Reduce -0.6% | 526 | $157K |
| City State Bank | 0.06% | No change | 525 | $156K |
| Arcadia Investment Management Corp. | 0.03% | No change | 525 | $156K |
| Pin Oak Investment Advisors Inc. | 0.15% | Reduce -23.3% | 516 | $154K |
| Trifecta Capital Advisors, LLC | 0.03% | No change | 500 | $149K |
| Harbour Investments, Inc. | 0.01% | Add +24.8% | 494 | $147K |
| Headlands Technologies LLC | 0.02% | Add +33.1% | 490 | $146K |
| Quantbot Technologies LP | 0.01% | New | 481 | $143K |
| Marquette Associates, Inc. | 0.11% | No change | 473 | $141K |
| GAMMA Investing LLC | 0.02% | Reduce -27.3% | 452 | $135K |
| Coppell Advisory Solutions LLC | 0.02% | — | 436 | $130K |
| PFG Private Wealth Management, LLC | 0.08% | No change | 434 | $129K |
| Westside Investment Management, Inc. | 0.03% | No change | 430 | $128K |
| AlphaMark Advisors, LLC | 0.04% | No change | 427 | $127K |
| Salomon & Ludwin, LLC | 0.01% | No change | 423 | $126K |
| Pineridge Advisors LLC | 0.04% | No change | 415 | $123K |
| Jamison Private Wealth Management, Inc. | 0.02% | No change | 410 | $122K |
| Tompkins Financial Corp. | 0.01% | Add +291.0% | 391 | $116K |
| Deutsche Bank AG | 0.00% | Add +22.3% | 379 | $113K |
| Cedar Mountain Advisors, LLC | 0.03% | Reduce -21.7% | 372 | $111K |
| Beacon Capital Management, LLC | 0.02% | Add +21.2% | 372 | $111K |
| Spotlight Asset Group, Inc. | 0.08% | No change | 371 | $110K |
| SouthState Bank Corp | 0.01% | Reduce -17.0% | 370 | $110K |
| Breakwater Investment Management | 0.05% | No change | 363 | $108K |
| Family Manage LLC | 0.02% | No change | 350 | $104K |
| Smartleaf Asset Management LLC | 0.02% | No change | 348 | $104K |
| McIlrath & Eck, LLC | 0.02% | Add +0.3% | 347 | $103K |
| Center for Financial Planning, Inc. | 0.01% | No change | 332 | $99K |
| Frazier Financial Advisors, LLC | 0.08% | Add +8.3% | 325 | $97K |
| Stuart Chaussee & Associates, Inc. | 0.03% | New | 320 | $95K |
| Eukles Asset Management | 0.04% | Add +19.8% | 315 | $94K |
| Paladin Advisory Group, LLC | 0.07% | No change | 308 | $92K |
| Milestone Investment Advisors LLC | 0.02% | No change | 300 | $89K |
| Pacific Center for Financial Services | 0.02% | No change | 286 | $85K |
| Brown, Lisle/Cummings, Inc. | 0.03% | Add +10.7% | 279 | $83K |
| Pacifica Partners Inc. | 0.04% | No change | 272 | $82K |
| Wetzel Investment Advisors, Inc. | 0.05% | Add +54.4% | 284 | $82K |
| Central Bank & Trust Co. | 0.01% | Add +462.5% | 270 | $80K |
| Maryland Capital Advisors Inc. | 0.04% | No change | 261 | $78K |
| Hantz Financial Services, Inc. | 0.00% | No change | 260 | $77K |
| HHM Wealth Advisors, LLC | 0.01% | No change | 258 | $77K |
| Robinson Capital Management, LLC | 0.03% | No change | 250 | $74K |
| Palouse Capital Management, Inc. | 0.05% | No change | 241 | $72K |
| Tanaka Capital Management Inc. | 0.17% | No change | 235 | $70K |
| Sugarloaf Wealth Management, LLC | 0.01% | No change | 222 | $66K |
| Capital Investment Advisory Services, LLC | 0.01% | Reduce -37.7% | 220 | $65K |
| Capital Analysts, LLC | 0.00% | Add +0.5% | 219 | $65K |
| Ritter Daniher Financial Advisory LLC / DE | 0.02% | Reduce -11.0% | 211 | $63K |
| Main Management LLC | 0.01% | No change | 208 | $62K |
| Global Financial Private Client, LLC | 0.03% | No change | 201 | $60K |
| WR Wealth Planners, LLC | 0.02% | Reduce -8.6% | 191 | $57K |
| Valley National Advisers Inc. | 0.01% | No change | 186 | $55K |
| Simplex Trading, LLC | 0.00% | New | 181 | $53K |
| SYM FINANCIAL Corp | 0.01% | No change | 178 | $53K |
| Kelly Financial Services LLC | 0.02% | Reduce -49.0% | 175 | $52K |
| JNBA Financial Advisors | 0.01% | No change | 174 | $52K |
| Horizons Wealth Management | 0.04% | No change | 170 | $51K |
| Koesten, Hirschmann & Crabtree, INC. | 0.03% | No change | 177 | $51K |
| Howe & Rusling Inc. | 0.00% | No change | 171 | $51K |
| Clearstead Trust, LLC | 0.01% | No change | 162 | $48K |
| Providence Capital Advisors, LLC | 0.01% | No change | 162 | $48K |
| Allspring Global Investments Holdings, LLC | 0.00% | No change | 159 | $47K |
| ZynergyRetirementPlanningLLC | 0.03% | — | 150 | $45K |
| Chilton Capital Management LLC | 0.00% | No change | 145 | $43K |
| Farmers & Merchants Trust Co of Chambersburg PA | 0.02% | No change | 145 | $43K |
| Oliver Lagore Vanvalin Investment Group | 0.01% | No change | 143 | $43K |
| Robinswood Financial LLC | 0.02% | Add +54.4% | 142 | $42K |
| Realta Investment Advisors | 0.01% | Reduce -36.7% | 133 | $39K |
| Avion Wealth | 0.01% | No change | 130 | $38K |
| Cordgrass Capital Advisors, LLC | 0.01% | No change | 125 | $37K |
| Rosenberg Matthew Hamilton | 0.01% | Add +176.7% | 119 | $35K |
| GW&K Investment Management, LLC | 0.00% | No change | 114 | $34K |
| Mb, Levis & Associates, LLC | 0.02% | No change | 114 | $34K |
| Angeles Wealth Management, LLC | 0.00% | Reduce -62.1% | 110 | $33K |
| Armstrong Advisory Group, Inc. | 0.00% | Reduce -88.7% | 109 | $32K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 106 | $32K |
| Peachtree Investment Partners, LLC | 0.01% | No change | 104 | $31K |
| MTM Investment Management, LLC | 0.01% | No change | 100 | $30K |
| Transcendent Capital Group LLC | 0.02% | Add +76.4% | 97 | $29K |
| Arax Advisory Partners | 0.00% | No change | 96 | $29K |
| LRI Investments, LLC | 0.00% | No change | 96 | $29K |
| Caldwell Trust Co | 0.00% | Add +39.7% | 88 | $26K |
| Amundi | 0.00% | No change | 83 | $25K |
| Signature Resources Capital Management, LLC | 0.02% | No change | 78 | $23K |
| AllSquare Wealth Management LLC | 0.01% | No change | 66 | $20K |
| 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 | $19K |
| Caitlin John, LLC | 0.01% | No change | 61 | $18K |
| Glen Eagle Advisors, LLC | 0.00% | No change | 59 | $18K |
| Colonial Trust Co / SC | 0.00% | No change | 58 | $17K |
| Atticus Wealth Management, LLC | 0.01% | New | 56 | $17K |
| Janiczek Wealth Management, LLC | 0.00% | No change | 56 | $17K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 50 | $15K |
| Vermillion & White Wealth Management Group, LLC | 0.01% | No change | 45 | $13K |
| Householder Group Estate & Retirement Specialist, LLC | 0.00% | No change | 43 | $12K |
| Hoey Investments, Inc. | 0.00% | No change | 39 | $12K |
| Bangor Savings Bank | 0.00% | No change | 38 | $11K |
| IAG Wealth Partners, LLC | 0.00% | No change | 37 | $11K |
| ARK Investment Management | 0.00% | Add +0.0% | 34 | $10K |
| Pension & Wealth Management Advisors, Inc. | 0.01% | No change | 33 | $10K |
| Angeles Investment Advisors, LLC | 0.00% | No change | 32 | $10K |
| Steph & Co. | 0.00% | No change | 30 | $9K |
| Sound Income Strategies, LLC | 0.00% | Reduce -24.3% | 28 | $8K |
| Dunhill Financial, LLC | 0.01% | No change | 27 | $8K |
| Strategic Investment Solutions, Inc. | 0.00% | — | 25 | $8K |
| WealthShield Partners, LLC | 0.00% | No change | 25 | $7K |
| Piscataqua Savings Bank | 0.01% | No change | 25 | $7K |
| Peoples Bank | 0.01% | No change | 23 | $7K |
| Mowery & Schoenfeld Wealth Management, LLC | 0.01% | New | 22 | $7K |
| Davis Capital Management | 0.01% | No change | 21 | $6K |
| Cardiff Park Advisors, LLC | 0.00% | New | 19 | $6K |
| Barrett & Company, Inc. | 0.00% | No change | 17 | $5K |
| NFSG Corp | 0.00% | No change | 17 | $5K |
| Princeton Global Asset Management LLC | 0.00% | New | 16 | $5K |
| Hexagon Capital Partners LLC | 0.00% | No change | 16 | $5K |
| National Bank of Canada | 0.00% | No change | 15 | $4K |
| Continuum Advisory, LLC | 0.00% | No change | 13 | $4K |
| Castleview Partners, LLC | 0.00% | Reduce -45.5% | 12 | $4K |
| Arlington Trust Co LLC | 0.00% | No change | 11 | $3K |
| McClarren Financial Advisors, Inc. | 0.01% | Reduce -44.9% | 2,082 | $1K |
| Innealta Capital, LLC | 0.00% | New | 3 | $894 |
| Weaver Capital Management LLC | 0.00% | Reduce -97.4% | 2 | $596 |
| Progressive Investment Management Corp | 0.00% | No change | 2 | $595 |
| Strategic Financial Concepts, LLC | 0.00% | New | 17,980 | $60 |
"% of holder's portfolio" is IWB's weight in each manager's 13F, not the share of iShares Russell 1000 ETF the manager owns.