iShares Russell 1000 ETFIWBETF
13F holders, Q3 2024 (September 30)1,270holders +15
73new positions
54sold out
5famous investors
$313.80avg. 13F price*
At the end of Q3 2024, 1,270 institutions reported holding iShares Russell 1000 ETF (IWB) in their 13F filings, up 15 from Q2 2024. 73 opened new positions and 54 sold out. The largest holders were FMR LLC ($3.1B), Jones Financial Companies LLLP ($2.9B) and Envestnet Asset Management Inc. ($1.3B). 5 famous investors held it, including Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- iShares Russell 1000 ETF
- CUSIP
- 464287622
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 73 | $71.2M |
| Exits | 54 | $104.3M |
All 13F filers, Q2 2024 → Q3 2024: 2,958,825 shares bought and 4,090,715 shares sold, net −1,131,890 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,270 holders
| FMR LLC | 0.19% | Reduce -1.0% | 9,983,814 | $3.1B |
| Jones Financial Companies LLLP | 2.98% | Add +4.6% | 9,279,943 | $2.9B |
| Envestnet Asset Management Inc. | 0.43% | Reduce -5.6% | 4,259,841 | $1.3B |
| Bank of America Corp. | 0.10% | Reduce -0.1% | 3,640,167 | $1.1B |
| M&T Bank Corp | 3.21% | Reduce -1.7% | 3,108,511 | $977.3M |
| Morgan Stanley | 0.06% | Add +0.8% | 2,820,128 | $886.6M |
| Northern Trust Corp. | 0.14% | Reduce -1.1% | 2,707,230 | $851.1M |
| PNC Financial Services Group, Inc. | 0.50% | Reduce -0.6% | 2,469,504 | $776.4M |
| LPL Financial LLC | 0.34% | Add +2.3% | 2,394,007 | $752.7M |
| Goldman Sachs Group Inc. | 0.13% | Reduce -8.4% | 2,210,451 | $694.9M |
| BlackRock, Inc. | 0.01% | — | 1,732,257 | $544.6M |
| Millburn Ridgefield LLC | 12.59% | Reduce -6.1% | 1,527,628 | $480.3M |
| Catalyst Capital Advisors LLC | 10.82% | Reduce -6.1% | 1,527,628 | $480.3M |
| Wells Fargo & Company | 0.11% | Add +1.9% | 1,465,169 | $460.6M |
| Johnson Investment Counsel Inc. | 3.99% | Add +0.9% | 1,290,064 | $405.6M |
| Bokf, NA | 6.91% | Reduce -0.7% | 1,252,040 | $389.5M |
| Northwestern Mutual Wealth Management Co. | 0.34% | Reduce -0.2% | 1,219,236 | $383.3M |
| JPMorgan Chase & Co. | 0.03% | Reduce -0.2% | 1,187,570 | $373.4M |
| Pathstone Holdings, LLC | 1.61% | Add +0.4% | 1,147,674 | $360.5M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.77% | Add +398.0% | 996,000 | $313.1M |
| Captrust Financial Advisors | 0.89% | Reduce -2.1% | 952,195 | $299.4M |
| UBS Group AG | 0.08% | Add +1.6% | 923,663 | $290.4M |
| National Mutual Insurance Federation of Agricultural Cooperatives | 2.24% | No change | 791,000 | $248.7M |
| Legacy Wealth Management, LLC | 15.92% | Reduce -0.7% | 781,596 | $245.7M |
| Mercer Global Advisors Inc. | 0.57% | Reduce -1.5% | 785,820 | $244.9M |
| Focus Partners Wealth | 0.76% | Reduce -54.6% | 753,274 | $236.8M |
| CHURCHILL MANAGEMENT Corp | 2.70% | Add +0.2% | 747,501 | $235.0M |
| Capstone Financial Advisors, Inc. | 13.45% | Add +1.0% | 695,547 | $218.7M |
| Cerity Partners LLC | 0.48% | Add +3.1% | 685,829 | $215.6M |
| Creative Planning | 0.20% | Reduce -1.8% | 658,314 | $207.0M |
| Johns Hopkins University | 7.48% | Add +293.5% | 634,929 | $199.6M |
| Tiaa Trust, National Association | 0.56% | Reduce -8.4% | 592,796 | $186.4M |
| Royal Bank of Canada | 0.04% | Add +18.5% | 583,684 | $183.5M |
| Comerica Bank | 0.71% | Reduce -13.5% | 573,298 | $180.2M |
| US Bancorp \de | 0.23% | Reduce -5.3% | 572,258 | $179.9M |
| Daido Life Insurance Co. | 22.50% | Reduce -30.4% | 537,123 | $168.9M |
| Red Cedar Investment Management, LLC | 21.03% | Reduce -0.6% | 527,447 | $165.8M |
| Halbert Hargrove Global Advisors, LLC | 8.95% | Add +11.9% | 514,129 | $161.6M |
| Empower Advisory Group, LLC | 0.55% | Reduce -2.0% | 513,334 | $161.4M |
| Mariner, LLC | 0.28% | Add +0.3% | 503,559 | $158.3M |
| HighTower Advisors, LLC | 0.22% | Reduce -0.5% | 483,777 | $152.1M |
| Ameriprise Financial Inc. | 0.04% | Reduce -1.9% | 474,660 | $150.0M |
| Fifth Third Bancorp | 0.46% | Reduce -1.8% | 406,431 | $127.8M |
| Truist Financial Corp. | 0.20% | Reduce -0.2% | 405,136 | $127.4M |
| CIBC Private Wealth Group LLC | 0.22% | Reduce -1.2% | 391,659 | $123.1M |
| MPS Loria Financial Planners, LLC | 36.01% | Add +1.2% | 384,285 | $120.8M |
| HSBC Holdings PLC | 0.07% | Reduce -7.5% | 381,730 | $120.0M |
| Raymond James Financial Services Advisors, Inc. | 0.16% | Reduce -10.0% | 375,997 | $118.2M |
| Arbor Investment Advisors, LLC | 14.59% | Reduce -0.7% | 350,393 | $110.2M |
| Waverly Advisors, LLC | 1.95% | Reduce -2.7% | 336,365 | $105.7M |
| McKinley Carter Wealth Services, Inc. | 6.08% | Reduce -1.2% | 320,104 | $100.6M |
| Wealth Enhancement Advisory Services, LLC | 0.21% | Add +2.2% | 307,437 | $96.7M |
| Bank of Montreal | 0.04% | Add +1.4% | 284,410 | $89.1M |
| Schroder Investment Management Group | 0.09% | Reduce -4.0% | 264,327 | $82.8M |
| Cetera Investment Advisers | 0.18% | Add +0.8% | 261,978 | $82.4M |
| AMG National Trust Bank | 2.18% | Reduce -6.5% | 256,458 | $80.6M |
| Winthrop Advisory Group LLC | 9.78% | Reduce -0.6% | 251,728 | $79.1M |
| Baird Financial Group, Inc. | 0.15% | Reduce -0.3% | 240,738 | $75.7M |
| Parkside Advisors LLC | 17.24% | Add +0.4% | 230,953 | $72.6M |
| BOK Financial Private Wealth, Inc. | 5.19% | Reduce -1.6% | 228,137 | $71.7M |
| Ballentine Partners, LLC | 1.23% | Reduce -1.5% | 228,060 | $71.7M |
| JFS Wealth Advisors, LLC | 4.59% | Reduce -2.4% | 218,246 | $68.6M |
| Lake Street Advisors Group, LLC | 3.11% | Add +0.0% | 213,682 | $67.2M |
| Commonwealth Equity Services, LLC | 0.10% | Add +1.1% | 206,792 | $65.0M |
| WASHINGTON TRUST Co | 2.23% | Reduce -0.6% | 202,375 | $63.6M |
| Envestnet Portfolio Solutions, Inc. | 0.20% | Reduce -0.5% | 200,533 | $63.0M |
| Stifel Financial Corp. | 0.07% | Add +7.5% | 200,115 | $62.9M |
| EPIQ Capital Group, LLC | 17.85% | Add +3.9% | 197,277 | $62.0M |
| Obsidian Cio, LLC | 12.34% | Reduce -4.4% | 186,968 | $58.8M |
| Raymond James & Associates | 0.04% | Add +4.9% | 185,277 | $58.2M |
| Enclave Advisors LLC | 9.55% | — | 179,205 | $56.3M |
| Jordan Park Group LLC | 3.84% | Reduce -1.0% | 179,123 | $56.3M |
| Brighton Jones LLC | 2.09% | Reduce -2.2% | 176,535 | $55.5M |
| Bank of New York Mellon Corp | 0.01% | Reduce -1.2% | 173,234 | $54.5M |
| NorthCoast Asset Management LLC | 0.37% | Add +5.0% | 193,957 | $52.6M |
| Choreo, LLC | 0.75% | Reduce -0.7% | 163,653 | $51.0M |
| Principal Securities, Inc. | 1.22% | Reduce -0.3% | 160,217 | $50.4M |
| HBC Financial Services, PLLC | 30.52% | Reduce -0.9% | 157,871 | $50.2M |
| MML Investors Services, LLC | 0.18% | Add +0.9% | 152,979 | $48.1M |
| Corient Private Wealth LP | 0.08% | Add +2.2% | 169,201 | $47.9M |
| Cambridge Investment Research Advisors, Inc. | 0.16% | Reduce -13.2% | 147,775 | $46.5M |
| Nixon Peabody Trust Co. | 3.82% | Add +3.8% | 145,855 | $45.9M |
| Cambridge Associates LLC /Ma/ | 1.69% | No change | 143,760 | $45.2M |
| St. Louis Trust Co | 6.15% | Reduce -2.1% | 139,103 | $43.7M |
| Brown Advisory Inc. | 0.05% | Reduce -3.9% | 139,010 | $43.7M |
| Two Sigma Investments, LP | 0.10% | Reduce -44.3% | 137,400 | $43.2M |
| US Financial Advisors, LLC | 13.41% | Add +2.0% | 136,930 | $43.0M |
| Equitable Holdings, Inc. | 0.42% | Reduce -4.8% | 136,416 | $42.9M |
| Conservest Capital Advisors, Inc. | 4.18% | No change | 141,647 | $40.8M |
| DT Investment Partners, LLC | 3.30% | Reduce -0.1% | 129,376 | $40.7M |
| Commerce Bank | 0.25% | Add +2.6% | 128,682 | $40.5M |
| American Financial Advisors, LLC | 5.30% | Reduce -1.3% | 123,390 | $38.8M |
| Brewster Financial Planning LLC | 30.06% | Reduce -0.5% | 123,303 | $38.8M |
| Keel Point, LLC | 3.22% | Reduce -1.1% | 123,132 | $38.7M |
| Ieq Capital, LLC | 0.47% | Reduce -0.8% | 121,770 | $38.3M |
| Susquehanna International Group, LLP | 0.06% | Add +39.5% | 117,194 | $36.8M |
| NewEdge Advisors, LLC | 0.24% | Add +1.9% | 115,503 | $36.3M |
| Osaic Holdings, Inc. | 0.08% | Reduce -0.1% | 114,661 | $36.1M |
| Sachem Hill LLC | 7.29% | Reduce -1.9% | 114,277 | $35.9M |
| Rockefeller Capital Management L.P. | 0.10% | Add +1.6% | 113,899 | $35.8M |
| Sigma Investment Counselors Inc. | 2.08% | Reduce -0.6% | 112,688 | $35.4M |
| Beacon Pointe Advisors, LLC | 0.40% | Reduce -9.1% | 111,453 | $35.0M |
| Busey Bank | 1.12% | Reduce -2.8% | 109,495 | $34.4M |
| Montag A & Associates Inc. | 1.63% | Add +4.8% | 109,155 | $34.3M |
| Franklin, Parlapiano, Turner & Welch, LLC | 8.79% | Reduce -2.8% | 108,191 | $34.0M |
| Financial Management Professionals, Inc. | 4.12% | Reduce -19.8% | 105,606 | $33.2M |
| Whittier Trust Co. of Nevada Inc. | 0.84% | No change | 103,754 | $32.6M |
| Hoge Financial Services, LLC | 24.35% | Add +1.8% | 102,838 | $32.3M |
| RTD Financial Advisors, Inc. | 4.06% | Reduce -0.7% | 102,078 | $32.1M |
| Whittier Trust Co. | 0.42% | Reduce -0.2% | 100,903 | $31.7M |
| Rhumbline Advisers | 0.03% | Reduce -12.0% | 99,971 | $31.4M |
| Tower Research Capital LLC (TRC) | 0.81% | Add +691.6% | 97,081 | $30.5M |
| Wealthfront Advisers LLC | 0.09% | Add +20.2% | 96,261 | $30.3M |
| Wealthspire Advisors, LLC | 0.31% | Add +147.1% | 95,869 | $30.1M |
| Wescott Financial Advisory Group, LLC | 3.22% | Reduce -2.3% | 95,246 | $29.9M |
| Dynamic Advisor Solutions LLC | 0.87% | Reduce -2.3% | 92,429 | $29.1M |
| TFO Wealth Partners, LLC | 5.36% | Reduce -0.1% | 90,883 | $28.6M |
| Robertson Stephens Wealth Management, LLC | 1.05% | Add +0.9% | 90,637 | $28.5M |
| JT Stratford LLC | 4.83% | Add +3.2% | 89,526 | $28.1M |
| Gray Private Wealth, LLC | 16.78% | Reduce -0.7% | 89,308 | $28.1M |
| Legacy Advisors, LLC | 3.00% | Reduce -0.0% | 88,021 | $27.7M |
| Parker Investment Management, LLC | 4.47% | No change | 87,954 | $27.7M |
| Wilmington Savings Fund Society, FSB | 0.48% | Add +1020.3% | 85,645 | $26.9M |
| Kestra Advisory Services, LLC | 0.15% | Add +2.4% | 83,722 | $26.3M |
| XML Financial, LLC | 2.42% | Add +0.7% | 83,096 | $26.1M |
| Allen Investment Management, LLC | 0.31% | Add +8.5% | 82,367 | $25.9M |
| Opus Capital Group, LLC | 3.23% | Reduce -0.1% | 82,122 | $25.8M |
| Blair William & Co. | 0.08% | Reduce -0.4% | 81,813 | $25.7M |
| Pitcairn Co. | 1.50% | Reduce -1.2% | 80,580 | $25.3M |
| Sequoia Financial Advisors, LLC | 0.27% | Add +2.3% | 80,580 | $25.3M |
| Sachetta, LLC | 9.68% | Add +0.0% | 77,808 | $24.5M |
| NorthRock Partners, LLC | 0.80% | Reduce -9.4% | 77,464 | $24.4M |
| MAI Capital Management | 0.23% | Add +0.5% | 75,607 | $23.8M |
| Stephens Inc. | 0.33% | Add +0.9% | 74,998 | $23.6M |
| Act Wealth Management, LLC | 10.35% | Reduce -0.9% | 74,283 | $23.4M |
| Copperwynd Financial, LLC | 7.02% | Add +5.1% | 74,196 | $23.3M |
| FineMark National Bank & Trust | 0.80% | Reduce -0.5% | 73,112 | $23.0M |
| BTC Capital Management, Inc. | 2.02% | Reduce -15.1% | 72,430 | $22.8M |
| Neuberger Berman Group LLC | 0.02% | Reduce -19.1% | 71,883 | $22.6M |
| Cresset Asset Management, LLC | 0.09% | Add +13.6% | 71,870 | $22.6M |
| OneDigital Investment Advisors LLC | 0.25% | Reduce -3.2% | 69,396 | $21.8M |
| Koss-Olinger Consulting, LLC | 1.89% | Reduce -1.1% | 69,309 | $21.8M |
| Aspiriant, LLC | 0.81% | Add +0.2% | 67,864 | $21.3M |
| Modera Wealth Management, LLC | 0.27% | Add +0.0% | 67,773 | $21.3M |
| Two Sigma Advisers, LP | 0.05% | Reduce -71.8% | 66,200 | $20.8M |
| Coldstream Capital Management Inc. | 0.45% | Reduce -1.3% | 65,985 | $20.7M |
| Thrivent Financial for Lutherans | 0.04% | Add +50.5% | 65,862 | $20.7M |
| Clearstead Advisors, LLC | 0.32% | Add +4.4% | 65,723 | $20.7M |
| Paragon Capital Management LLC | 10.61% | Reduce -2.0% | 65,213 | $20.5M |
| Centerpoint Advisors, LLC | 6.90% | Reduce -1.4% | 63,109 | $19.8M |
| Glenmede Trust Co. NA | 0.09% | No change | 62,452 | $19.6M |
| Boston Financial Mangement LLC | 0.58% | Add +6.5% | 62,110 | $19.5M |
| Cornerstone Wealth Group, LLC | 1.61% | Reduce -2.9% | 61,835 | $19.4M |
| Trust Point Inc. | 1.42% | No change | 60,320 | $19.0M |
| Austin Private Wealth, LLC | 1.86% | Reduce -1.0% | 60,220 | $18.9M |
| Moneta Group Investment Advisors LLC | 0.27% | Reduce -1.3% | 59,957 | $18.9M |
| Integrated Wealth Concepts LLC | 0.22% | Add +5.3% | 57,973 | $18.2M |
| Davis R M Inc. | 0.35% | Reduce -2.4% | 57,773 | $18.2M |
| Fsa Wealth Partners, Inc. | 4.37% | Add +1.5% | 57,437 | $18.1M |
| Perigon Wealth Management, LLC | 0.47% | Reduce -0.1% | 55,047 | $17.3M |
| Badgley Phelps Wealth Managers, LLC | 0.40% | Reduce -2.8% | 54,640 | $17.2M |
| Mullaney, Keating & Wright, Inc. | 11.91% | Add +1.3% | 54,586 | $17.2M |
| Auxano Advisors, LLC | 4.44% | Reduce -1.1% | 54,550 | $17.1M |
| Johnson Financial Group, Inc. | 0.78% | Reduce -4.7% | 54,110 | $17.0M |
| Twin Focus Capital Partners, LLC | 2.67% | Add +0.5% | 53,924 | $17.0M |
| Orion Porfolio Solutions, LLC | 0.17% | Add +7.6% | 53,033 | $16.7M |
| Orion Portfolio Solutions, LLC | 0.17% | Add +7.6% | 53,033 | $16.7M |
| Curi Capital, LLC | 0.38% | Reduce -1.6% | 52,988 | $16.7M |
| Chartist Inc. | 8.55% | Reduce -1.9% | 52,962 | $16.7M |
| 1900 Wealth Management LLC | 1.41% | Add +5.1% | 52,358 | $16.5M |
| UMB Bank, n.a. | 0.25% | Reduce -0.1% | 51,616 | $16.2M |
| Cwm, LLC | 0.07% | Add +4.4% | 51,172 | $16.1M |
| Tortoise Investment Management, LLC | 1.65% | Reduce -0.1% | 50,356 | $15.8M |
| Legal & General Group Plc | 0.00% | Reduce -37.7% | 50,525 | $15.8M |
| Bordeaux Wealth Advisors LLC | 2.77% | Reduce -0.6% | 48,639 | $15.3M |
| Campbell Wealth Management | 1.35% | New | 48,120 | $15.1M |
| Rice Partnership, LLC | 3.02% | Add +3.6% | 47,745 | $15.0M |
| Glassman Wealth Services | 2.50% | Reduce -0.3% | 46,593 | $14.6M |
| Trust Co | 1.70% | Reduce -24.6% | 44,998 | $14.1M |
| AlTi Global, Inc. | 0.33% | Reduce -1.1% | 44,189 | $13.9M |
| Centennial Bank | 6.36% | Reduce -3.9% | 44,115 | $13.9M |
| Savant Capital, LLC | 0.11% | Add +1.2% | 43,586 | $13.7M |
| Bessemer Group Inc. | 0.02% | Reduce -0.0% | 43,121 | $13.6M |
| Latigo Investments, LLC | 6.53% | No change | 42,556 | $13.4M |
| New England Private Wealth Advisors LLC | 2.13% | Reduce -0.3% | 42,051 | $13.2M |
| Glenview Trust Co | 0.25% | Reduce -1.2% | 41,790 | $13.1M |
| JMG Financial Group, Ltd. | 0.45% | Add +11.3% | 41,580 | $13.1M |
| Fiducient Advisors LLC | 1.50% | Reduce -0.7% | 41,248 | $13.0M |
| YHB Investment Advisors, Inc. | 1.07% | Add +11.9% | 41,018 | $12.9M |
| Private Advisor Group, LLC | 0.08% | Reduce -4.1% | 40,738 | $12.8M |
| Jaffetilchin Investment Partners, LLC | 0.95% | Add +0.3% | 39,681 | $12.5M |
| Clarius Group, LLC | 0.87% | No change | 39,400 | $12.4M |
| Laird Norton Wetherby Trust Company, LLC | 1.60% | Reduce -3.7% | 38,877 | $12.2M |
| Journey Strategic Wealth LLC | 0.45% | Add +5.8% | 38,652 | $12.2M |
| Fiduciary Trust Co | 0.17% | Add +404.9% | 38,610 | $12.1M |
| Tudor Investment Corporation | 0.13% | Add +354.1% | 38,084 | $12.0M |
| Bradley Foster & Sargent Inc. | 0.20% | Reduce -0.9% | 37,997 | $11.9M |
| Bartlett & Co. Wealth Management LLC | 0.17% | Reduce -0.0% | 37,784 | $11.9M |
| Stratos Wealth Partners, LTD. | 0.17% | Add +0.6% | 36,421 | $11.5M |
| Janney Montgomery Scott LLC | 0.03% | Add +0.1% | 36,018 | $11.3M |
| ETF Portfolio Partners, Inc. | 3.34% | Reduce -0.9% | 35,955 | $11.3M |
| Advance Capital Management, Inc. | 0.50% | Reduce -2.3% | 35,580 | $11.2M |
| FinTrust Capital Advisors, LLC | 1.89% | Add +9.6% | 35,401 | $11.1M |
| Hall Kathryn A. | 2.33% | No change | 35,305 | $11.1M |
| Campion Asset Management | 8.10% | Reduce -3.7% | 35,099 | $11.0M |
| Atria Wealth Solutions, Inc. | 0.12% | Reduce -0.7% | 35,049 | $11.0M |
| Graves Light Lenhart Wealth, Inc. | 1.32% | Reduce -20.0% | 34,103 | $10.7M |
| NewSquare Capital LLC | 0.85% | Add +1.9% | 33,956 | $10.7M |
| Brown Financial Advisory | 7.51% | Reduce -1.6% | 33,774 | $10.6M |
| Heritage Investment Group, Inc. | 2.00% | Reduce -0.6% | 33,436 | $10.5M |
| Oxford Financial Group, LTD. LLC | 0.65% | Reduce -9.7% | 32,755 | $10.3M |
| Hamilton Capital, LLC | 0.75% | No change | 32,263 | $10.1M |
| AQR Capital Management | 0.01% | Add +224.6% | 31,799 | $10.0M |
| Summit Wealth Partners, LLC | 1.90% | Reduce -4.0% | 31,423 | $9.9M |
| Fiduciary Counselling Inc. | 25.13% | No change | 31,258 | $9.8M |
| Smith Chas P & Associates Pa Cpas | 0.55% | No change | 31,141 | $9.8M |
| Axiom Advisory, LLC | 0.09% | Add +1.7% | 32,258 | $9.8M |
| Sandy Spring Bank | 0.40% | Add +0.8% | 31,094 | $9.8M |
| Avantax Advisory Services, Inc. | 0.06% | Reduce -11.0% | 30,586 | $9.6M |
| HBK Sorce Advisory LLC | 0.29% | Add +0.1% | 30,204 | $9.5M |
| Spire Wealth Management | 0.32% | Reduce -1.6% | 30,159 | $9.5M |
| Aptus Capital Advisors, LLC | 0.14% | Reduce -0.0% | 30,052 | $9.4M |
| Firestone Capital Management | 2.35% | Add +0.1% | 29,844 | $9.4M |
| American National Bank & Trust | 1.10% | No change | 29,760 | $9.4M |
| CM Wealth Advisors LLC | 3.02% | Add +21.8% | 29,687 | $9.3M |
| Silvercrest Asset Management Group LLC | 0.06% | Reduce -5.8% | 29,475 | $9.3M |
| Parkside Financial Bank & Trust | 1.27% | Reduce -2.1% | 28,917 | $9.1M |
| Texas Capital Bank Wealth Management Services Inc | 0.89% | Reduce -0.4% | 28,877 | $9.1M |
| Caprock Group, LLC | 0.33% | Add +0.0% | 28,710 | $9.0M |
| Prudential Financial Inc. | 0.01% | Reduce -15.1% | 28,552 | $9.0M |
| TD Private Client Wealth LLC | 0.26% | Add +11.6% | 28,481 | $9.0M |
| North Star Investment Management Corp. | 0.61% | No change | 28,220 | $8.9M |
| Wealthcare Advisory Partners LLC | 0.25% | Reduce -1.3% | 27,812 | $8.7M |
| Quadrant Capital Group LLC | 0.60% | Reduce -0.5% | 27,512 | $8.6M |
| Omega Financial Group, LLC | 3.27% | Reduce -8.4% | 27,465 | $8.6M |
| Circle Wealth Management, LLC | 0.19% | No change | 27,421 | $8.6M |
| Sepio Capital, LP | 0.65% | No change | 26,755 | $8.4M |
| HB Wealth Management, LLC | 0.09% | Reduce -0.1% | 26,689 | $8.4M |
| Stegner Investment Associates Inc. | 5.69% | Reduce -0.1% | 26,645 | $8.4M |
| MV Capital Management, Inc. | 0.88% | Reduce -0.2% | 26,322 | $8.3M |
| Garde Capital, Inc. | 0.54% | Reduce -0.3% | 26,322 | $8.3M |
| Cannell & Spears LLC | 0.16% | Reduce -0.0% | 25,996 | $8.2M |
| Avidian Wealth Enterprises, LLC | 0.37% | Add +0.6% | 25,757 | $8.1M |
| Indiana Trust & Investment Management Co | 2.75% | No change | 25,598 | $8.0M |
| Raffa Wealth Management, LLC | 1.94% | No change | 25,575 | $8.0M |
| Tudor Financial Inc. | 4.94% | — | 25,509 | $8.0M |
| Fort Point Capital Partners LLC | 0.99% | Reduce -1.3% | 25,242 | $7.9M |
| Litman Gregory Wealth Management LLC | 0.66% | Reduce -0.1% | 25,220 | $7.9M |
| Arcadia Investment Advisors LLC | 4.24% | Reduce -0.2% | 25,180 | $7.9M |
| Humankind Investments LLC | 2.85% | No change | 25,070 | $7.9M |
| EP Wealth Advisors, LLC | 0.07% | Add +22.0% | 24,759 | $7.8M |
| Chilton Investment Co. Inc. | 0.20% | No change | 24,550 | $7.7M |
| BNP Paribas Financial Markets | 0.01% | Add +4.9% | 24,542 | $7.7M |
| Lido Advisors, LLC | 0.06% | Reduce -0.5% | 23,958 | $7.5M |
| C M Bidwell & Associates Ltd. | 4.49% | Reduce -6.6% | 23,373 | $7.3M |
| Integrated Advisors Network LLC | 0.35% | Reduce -10.2% | 23,216 | $7.3M |
| First Hawaiian Bank | 0.23% | Reduce -6.7% | 23,108 | $7.3M |
| Avestar Capital, LLC | 0.79% | Reduce -7.9% | 23,054 | $7.2M |
| Laird Norton Wetherby Wealth Management, LLC | 0.32% | Reduce -0.6% | 22,530 | $7.1M |
| Turtle Creek Wealth Advisors, LLC | 1.41% | No change | 22,348 | $7.0M |
| Bleakley Financial Group, LLC | 0.21% | Reduce -2.1% | 22,299 | $7.0M |
| Klingman & Associates, LLC | 0.43% | No change | 22,103 | $6.9M |
| Up Strategic Wealth Investment Advisors LLC | 7.57% | No change | 21,509 | $6.8M |
| Bridges Investment Management Inc. | 0.09% | Add +0.9% | 21,288 | $6.7M |
| Utah Retirement Systems | 0.07% | New | 21,150 | $6.6M |
| Retirement Income Solutions, Inc. | 1.49% | Reduce -0.2% | 20,752 | $6.5M |
| Mather Group, Llc. | 0.08% | Reduce -4.2% | 20,659 | $6.5M |
| Natixis Advisors, LLC | 0.01% | Add +16.0% | 20,544 | $6.5M |
| SpiderRock Advisors, LLC | 0.14% | Add +2.9% | 20,287 | $6.4M |
| Evanson Asset Management, LLC | 0.44% | Add +0.1% | 19,781 | $6.2M |
| Sanctuary Advisors, LLC | 0.04% | Reduce -3.2% | 18,703 | $6.2M |
| Pacific Capital Wealth Advisors, Inc. | 1.02% | No change | 19,234 | $6.0M |
| Sage Mountain Advisors LLC | 0.51% | No change | 18,945 | $6.0M |
| Sentinel Pension Advisors, LLC | 1.14% | Reduce -2.5% | 18,857 | $5.9M |
| Bensler, LLC | 0.75% | Reduce -0.6% | 18,824 | $5.9M |
| Alliancebernstein L.P. | 0.00% | Reduce -6.8% | 18,816 | $5.9M |
| B. Riley Wealth Advisors, Inc. | 0.16% | Add +2.3% | 18,719 | $5.9M |
| Edge Capital Group, LLC | 0.26% | Add +6.2% | 18,559 | $5.8M |
| Summit Trail Advisors, LLC | 0.14% | Add +2.3% | 18,549 | $5.8M |
| Topel & Distasi Wealth Management, LLC | 2.42% | Reduce -0.2% | 18,543 | $5.8M |
| Hirtle & Co., LLC | 0.28% | Add +2.9% | 18,502 | $5.8M |
| Anchor Capital Advisors LLC | 0.15% | No change | 18,426 | $5.8M |
| Kayne Anderson Rudnick Investment Management LLC | 0.01% | Reduce -0.8% | 18,224 | $5.7M |
| Avior Wealth Management, LLC | 0.23% | Reduce -4.5% | 18,146 | $5.7M |
| Fca Corp. | 1.73% | Add +3.9% | 17,945 | $5.6M |
| Citigroup Inc. | 0.01% | Add +2.1% | 17,910 | $5.6M |
| SigFig Wealth Management, LLC | 0.20% | Reduce -1.7% | 18,765 | $5.6M |
| Csenge Advisory Group | 0.29% | Add +0.1% | 17,421 | $5.5M |
| Keybank National Association | 0.02% | Add +12.5% | 17,503 | $5.5M |
| Financial Engines Advisors L.L.C. | 0.01% | Reduce -5.1% | 17,479 | $5.5M |
| Old Mission Capital LLC | 0.12% | Reduce -57.3% | 17,354 | $5.5M |
| First Horizon Advisors, Inc. | 0.15% | Add +12.4% | 17,342 | $5.5M |
| Roble, Belko & Company, Inc | 0.85% | No change | 17,204 | $5.4M |
| Linscomb Wealth, Inc. | 0.27% | Add +0.1% | 17,176 | $5.4M |
| Two Sigma Securities, LLC | 0.42% | Reduce -20.6% | 17,122 | $5.4M |
| Texas Capital Bancshares Inc | 2.17% | Reduce -15.4% | 17,096 | $5.4M |
| Waldron Private Wealth LLC | 0.22% | Reduce -17.8% | 17,017 | $5.3M |
| Shelton Wealth Management, LLC | 2.99% | Reduce -0.7% | 16,766 | $5.3M |
| Destination Wealth Management | 0.16% | Reduce -1.8% | 16,515 | $5.2M |
| Regions Financial Corp. | 0.04% | Reduce -3.2% | 16,439 | $5.2M |
| Seneca Financial Advisors LLC | 2.47% | Reduce -3.1% | 16,154 | $5.1M |
| Strategic Investment Advisors / MI | 0.56% | Reduce -1.3% | 16,133 | $5.1M |
| Franklin Resources Inc. | 0.00% | Reduce -1.6% | 15,804 | $5.1M |
| Sageworth Trust Co | 0.30% | No change | 15,853 | $5.0M |
| Pure Financial Advisors, LLC | 0.12% | Add +6.1% | 15,715 | $4.9M |
| Evercore Wealth Management, LLC | 0.07% | Reduce -70.7% | 15,516 | $4.9M |
| Old National Bancorp | 0.11% | Reduce -9.3% | 15,454 | $4.9M |
| First Financial Bankshares Inc | 0.10% | No change | 15,444 | $4.9M |
| T. Rowe Price Associates Inc. | 0.00% | Add +9.2% | 15,430 | $4.9M |
| Mission Wealth Management, LP | 0.12% | Add +7.7% | 15,360 | $4.8M |
| Florida Trust Wealth Management Co | 0.15% | Reduce -0.2% | 15,330 | $4.8M |
| Cary Street Partners Investment Advisory LLC | 0.18% | Add +14.5% | 15,315 | $4.8M |
| Intrua Financial, LLC | 0.78% | Add +0.8% | 15,234 | $4.8M |
| Citizens Financial Group Inc. | 0.10% | Add +5.4% | 15,175 | $4.8M |
| Financial Advocates Investment Management | 0.27% | New | 91,935 | $4.7M |
| Teachers Insurance & Annuity Association of America | 7.19% | — | 14,967 | $4.7M |
| Lowery Thomas, LLC | 3.18% | Reduce -6.6% | 14,888 | $4.7M |
| Prospera Financial Services Inc | 0.12% | Add +4.7% | 14,838 | $4.7M |
| Palo Alto Wealth Advisors, LLC | 1.93% | Reduce -0.7% | 14,550 | $4.7M |
| Consilio Wealth Advisors, LLC | 1.92% | Add +0.3% | 14,802 | $4.7M |
| Breakwater Capital Group | 0.93% | Reduce -2.8% | 14,760 | $4.6M |
| &partners | 0.09% | Add +3.5% | 14,549 | $4.6M |
| WMS Partners, LLC | 0.26% | No change | 14,630 | $4.6M |
| Valeo Financial Advisors, LLC | 0.13% | Reduce -33.3% | 14,582 | $4.6M |
| IFG Advisors, LLC | 0.97% | Add +2.5% | 14,453 | $4.5M |
| Harbour Capital Advisors, LLC | 1.04% | No change | 14,320 | $4.5M |
| Visionary Wealth Advisors | 0.27% | Reduce -7.3% | 14,317 | $4.5M |
| Baker Avenue Asset Management, LP | 0.14% | Reduce -3.3% | 14,257 | $4.5M |
| Moisand Fitzgerald Tamayo, LLC | 0.61% | Reduce -2.6% | 14,241 | $4.5M |
| Capital Group Private Client Services, Inc. | 0.04% | Reduce -2.0% | 14,148 | $4.4M |
| Jane Street Group, LLC | 0.01% | Reduce -61.0% | 13,997 | $4.4M |
| Great Valley Advisor Group, Inc. | 0.11% | Reduce -3.2% | 13,763 | $4.3M |
| Lodestar Private Asset Management LLC | 0.55% | Add +0.1% | 13,653 | $4.3M |
| ICONIQ Capital, LLC | 0.09% | Add +0.2% | 13,606 | $4.3M |
| Harbor Investment Advisory, LLC | 0.42% | Reduce -7.3% | 13,544 | $4.3M |
| Peoples Bank | 2.16% | Reduce -1.5% | 13,483 | $4.2M |
| Sound View Wealth Advisors Group, LLC | 0.34% | Add +41.8% | 13,252 | $4.2M |
| Elk River Wealth Management LLC | 0.75% | No change | 13,078 | $4.1M |
| Kingsview Wealth Management, LLC | 0.09% | Reduce -5.4% | 13,049 | $4.1M |
| Quantinno Capital Management LP | 0.05% | Add +5.8% | 12,969 | $4.1M |
| Next Capital Management LLC | 1.66% | New | 12,949 | $4.1M |
| Summit Financial Strategies, Inc. | 0.45% | Reduce -3.0% | 12,844 | $4.0M |
| LMCG Investments, LLC | 0.24% | Add +3.2% | 12,832 | $4.0M |
| St. Clair Advisors, LLC | 1.14% | No change | 12,810 | $4.0M |
| Fort Washington Investment Advisors Inc. | 0.02% | Reduce -21.0% | 12,808 | $4.0M |
| Apella Capital, LLC | 0.17% | No change | 12,910 | $4.0M |
| GTS Securities LLC | 0.08% | Reduce -72.3% | 12,795 | $4.0M |
| Corrigan Financial, Inc. | 0.92% | Reduce -2.4% | 12,790 | $4.0M |
| Compound Planning, Inc. | 0.25% | Add +0.7% | 12,714 | $4.0M |
| Chicago Partners Investment Group LLC | 0.14% | Reduce -0.4% | 12,606 | $4.0M |
| Alaska Permanent Fund Corp | 0.06% | No change | 12,673 | $4.0M |
| Xponance LLC | 0.04% | Add +85.3% | 12,155 | $3.8M |
| G2 Capital Management, LLC / Oh | 1.13% | Reduce -8.0% | 12,149 | $3.8M |
| Guyasuta Investment Advisors Inc. | 0.23% | Add +1.6% | 12,095 | $3.8M |
| Horizon Investment Services, LLC | 1.62% | Reduce -0.5% | 12,077 | $3.8M |
| Rwa Wealth Partners, LLC | 0.05% | No change | 12,002 | $3.8M |
| HFG Advisors, Inc. | 3.33% | Add +0.9% | 11,970 | $3.8M |
| Precedent Wealth Partners, LLC | 1.24% | Add +46.0% | 11,956 | $3.8M |
| Philadelphia Trust Co. | 0.27% | No change | 11,946 | $3.8M |
| GM Advisory Group, LLC | 0.22% | Add +0.3% | 11,849 | $3.7M |
| Strategic Blueprint, LLC | 0.23% | Add +3.4% | 11,826 | $3.7M |
| Evoke Wealth, LLC | 0.10% | New | 11,733 | $3.7M |
| First Citizens Bank & Trust Co. | 0.08% | Add +125.2% | 11,686 | $3.7M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | New | 11,665 | $3.7M |
| Northeast Financial Consultants Inc | 0.16% | Reduce -0.2% | 11,616 | $3.7M |
| Highland Capital Management, LLC | 0.20% | Add +6.0% | 11,415 | $3.6M |
| Hilltop Holdings Inc. | 0.23% | Add +2.2% | 11,406 | $3.6M |
| Freestone Capital Holdings, LLC | 0.12% | Reduce -0.5% | 11,399 | $3.6M |
| Phillips Financial Management, LLC | 0.28% | Reduce -1.1% | 11,354 | $3.6M |
| Nadler Financial Group, Inc. | 0.39% | Reduce -24.9% | 11,347 | $3.6M |
| Squarepoint Ops LLC | 0.01% | Add +27.8% | 11,336 | $3.6M |
| United Capital Financial Advisors, LLC | 0.03% | Reduce -26.2% | 11,259 | $3.5M |
| Millennium Management | 0.00% | Reduce -96.9% | 11,240 | $3.5M |
| O'shaughnessy Asset Management, LLC | 0.03% | Reduce -42.2% | 11,016 | $3.5M |
| D.A. Davidson & Co. | 0.03% | Add +0.8% | 11,124 | $3.5M |
| Private Capital Management LLC | 0.63% | Reduce -35.5% | 11,067 | $3.5M |
| Mill Creek Capital Advisors, LLC | 0.08% | Reduce -39.2% | 11,049 | $3.5M |
| Plancorp, LLC | 0.14% | Reduce -12.1% | 10,961 | $3.4M |
| Family Firm, Inc. | 0.75% | Reduce -3.5% | 10,937 | $3.4M |
| Accredited Investors Inc. | 0.20% | No change | 10,866 | $3.4M |
| Peapack Gladstone Financial Corp. | 0.05% | Reduce -0.1% | 10,806 | $3.4M |
| Sand Hill Global Advisors, LLC | 0.14% | Add +1.5% | 10,801 | $3.4M |
| Riverpoint Wealth Management Holdings, LLC | 0.86% | Add +0.3% | 10,720 | $3.4M |
| First Western Trust Bank | 0.15% | No change | 10,617 | $3.3M |
| Maxwell Wealth Strategies Inc. | 1.42% | No change | 10,539 | $3.3M |
| Dakota Wealth Management | 0.08% | Reduce -1.7% | 10,571 | $3.3M |
| Arkadios Wealth Advisors | 0.19% | Add +1426.9% | 10,566 | $3.3M |
| Forvis Mazars Wealth Advisors, LLC | 0.07% | Reduce -14.1% | 10,266 | $3.2M |
| Haverford Trust Co | 0.03% | No change | 10,233 | $3.2M |
| Evensky & Katz LLC | 0.21% | Add +0.3% | 10,201 | $3.2M |
| Apexium Financial, LP | 0.21% | Reduce -0.4% | 10,197 | $3.2M |
| ORG Partners LLC | 0.52% | Reduce -0.9% | 10,163 | $3.2M |
| Lansing Street Advisors | 1.17% | Add +0.3% | 10,144 | $3.2M |
| Parsons Capital Management Inc. | 0.20% | Reduce -1.7% | 10,073 | $3.2M |
| Cranbrook Wealth Management, LLC | 0.72% | Reduce -0.2% | 10,022 | $3.2M |
| Rehmann Capital Advisory Group | 0.21% | Reduce -0.3% | 10,001 | $3.1M |
| Advisory Services Network, LLC | 0.06% | No change | 10,558 | $3.1M |
| Dynasty Wealth Management, LLC | 0.09% | Add +0.7% | 9,965 | $3.1M |
| Plum Street Advisors, LLC | 1.58% | Reduce -3.7% | 9,956 | $3.1M |
| Vanguard Group Inc. | 0.00% | Add +2.0% | 9,921 | $3.1M |
| One Wealth Map LLC | 1.83% | Add +6.9% | 9,771 | $3.1M |
| JFG Wealth Management, LLC | 0.85% | Add +0.3% | 9,799 | $3.1M |
| Checchi Capital Advisers, LLC | 0.23% | No change | 9,799 | $3.1M |
| Diversified Trust Co. | 0.08% | Reduce -0.9% | 9,562 | $3.0M |
| GHP Investment Advisors, Inc. | 0.14% | Reduce -1.5% | 9,529 | $3.0M |
| Ascent Group, LLC | 0.23% | Add +2.0% | 9,472 | $3.0M |
| Tocqueville Asset Management L.P. | 0.05% | No change | 9,435 | $3.0M |
| Ellis Investment Partners, LLC | 0.57% | Add +0.6% | 9,341 | $2.9M |
| Guardian Wealth Advisors, LLC / NC | 0.32% | Add +2.5% | 9,332 | $2.9M |
| West Coast Financial LLC | 0.32% | Reduce -4.9% | 9,281 | $2.9M |
| Merit Financial Group, LLC | 0.06% | Reduce -12.2% | 9,101 | $2.9M |
| Beacon Financial Group | 0.31% | Add +1.0% | 9,035 | $2.8M |
| Security Financial Services, INC. | 0.57% | Add +0.1% | 8,950 | $2.8M |
| Manchester Capital Management LLC | 0.33% | Reduce -0.1% | 8,854 | $2.8M |
| Qube Research & Technologies Ltd | 0.01% | Add +24.1% | 8,850 | $2.8M |
| Allworth Financial LP | 0.02% | Add +1.4% | 8,763 | $2.8M |
| KMG Fiduciary Partners, LLC | 0.24% | Reduce -8.8% | 8,699 | $2.7M |
| Red Tortoise LLC | 1.37% | Add +0.3% | 8,653 | $2.7M |
| Genesee Capital Advisors, LLC | 1.31% | Reduce -14.0% | 8,647 | $2.7M |
| Alaska Permanent Capital Management, LLC | 0.21% | New | 8,604 | $2.7M |
| Sabal Trust CO | 0.15% | No change | 8,607 | $2.7M |
| Hillcrest Wealth Advisors - NY, LLC | 1.34% | Reduce -1.2% | 8,545 | $2.7M |
| Vise Technologies, Inc. | 0.34% | New | 8,474 | $2.7M |
| CFM Wealth Partners LLC | 0.46% | Reduce -2.9% | 8,458 | $2.7M |
| Brown Brothers Harriman & Co. | 0.02% | No change | 8,452 | $2.7M |
| Calamos Wealth Management LLC | 0.14% | Reduce -2.2% | 8,427 | $2.6M |
| Bear Mountain Capital, Inc. | 1.04% | No change | 8,296 | $2.6M |
| Broadview Financial Management, LLC | 1.79% | Add +18.6% | 8,391 | $2.6M |
| Certuity, LLC | 0.28% | Add +264.1% | 8,363 | $2.6M |
| Welch & Forbes LLC | 0.03% | No change | 8,354 | $2.6M |
| Fiduciary Financial Group, LLC | 0.60% | Reduce -1.2% | 8,362 | $2.6M |
| IFP Advisors, Inc | 0.09% | Add +13.6% | 8,304 | $2.6M |
| John W. Brooker & Co., CPAs | 1.20% | No change | 8,290 | $2.6M |
| Bryn Mawr Trust Advisors, LLC | 0.14% | Reduce -4.2% | 8,280 | $2.6M |
| Mitchell Sinkler & Starr | 0.65% | Add +0.7% | 8,245 | $2.6M |
| Corundum Group, Inc. | 1.17% | Reduce -47.5% | 8,184 | $2.6M |
| Lazard Asset Management LLC | 0.00% | Add +2.4% | 8,094 | $2.5M |
| Mainstay Capital Management LLC | 0.42% | Add +0.1% | 8,057 | $2.5M |
| Ferguson Wellman Capital Management, Inc. | 0.05% | Reduce -2.1% | 8,047 | $2.5M |
| Stratos Wealth Advisors, LLC | 0.12% | Add +0.6% | 8,046 | $2.5M |
| Smith, Moore & Co. | 0.24% | Add +0.1% | 8,037 | $2.5M |
| James Investment Research, Inc. | 0.29% | Reduce -1.9% | 7,959 | $2.5M |
| Fiera Capital Corp | 0.01% | Add +5.4% | 7,951 | $2.5M |
| TFC Financial Management, Inc. | 0.39% | Add +4.7% | 7,924 | $2.5M |
| McNamara Financial Services, Inc. | 0.49% | Add +1.6% | 7,912 | $2.5M |
| Kovack Advisors, Inc. | 0.26% | Add +1.3% | 7,882 | $2.5M |
| Wedmont Private Capital | 0.14% | Add +0.1% | 7,923 | $2.5M |
| McClarren Financial Advisors, Inc. | 0.30% | Reduce -16.1% | 1,746 | $2.4M |
| Cassady Schiller Wealth Management, LLC | 0.87% | No change | 7,583 | $2.4M |
| Gemmer Asset Management LLC | 0.24% | Add +8.1% | 7,578 | $2.4M |
| Fifth Third Securities, Inc. | 0.23% | Add +0.3% | 7,574 | $2.4M |
| Cornerstone Advisors Asset Management, LLC | 0.53% | Add +13.6% | 7,568 | $2.4M |
| Mycio Wealth Partners, LLC | 0.54% | Add +0.2% | 7,543 | $2.4M |
| Eagle Bay Advisors LLC | 0.91% | No change | 7,518 | $2.4M |
| Brand Asset Management Group, Inc. | 0.91% | Add +0.1% | 7,398 | $2.3M |
| Sage Financial Group Inc. | 0.19% | Reduce -0.5% | 7,367 | $2.3M |
| Acropolis Investment Management, LLC | 0.14% | No change | 7,352 | $2.3M |
| Quantum Portfolio Management LLC | 1.25% | Reduce -16.2% | 7,320 | $2.3M |
| Castle Wealth Management LLC | 0.91% | No change | 7,282 | $2.3M |
| Rosenblum Silverman Sutton S F Inc. | 0.58% | Add +2.0% | 7,231 | $2.3M |
| Alpha Cubed Investments, LLC | 0.10% | Reduce -29.5% | 7,216 | $2.3M |
| Lee Danner & Bass Inc. | 0.16% | Reduce -23.4% | 7,195 | $2.3M |
| Good Life Advisors, LLC | 0.14% | Add +84.3% | 7,070 | $2.2M |
| HUB Investment Partners, LLC | 0.10% | Reduce -0.2% | 7,057 | $2.2M |
| ZWJ Investment Counsel Inc. | 0.09% | Reduce -0.7% | 6,982 | $2.2M |
| Tsfg, LLC | 0.48% | Add +1.7% | 6,957 | $2.2M |
| Orrstown Financial Services Inc. | 0.64% | Reduce -3.8% | 6,942 | $2.2M |
| ARK & TLK Investments, LLC | 0.77% | Add +0.1% | 6,908 | $2.2M |
| Forum Financial Management, LP | 0.04% | Reduce -0.2% | 6,836 | $2.1M |
| Montecito Bank & Trust | 0.36% | Reduce -12.8% | 6,759 | $2.1M |
| Steward Partners Investment Advisory, LLC | 0.02% | Add +81.1% | 6,741 | $2.1M |
| Landaas & Co. /Wi | 0.59% | Reduce -2.4% | 6,732 | $2.1M |
| Clayton Financial Group LLC | 0.79% | Add +14.1% | 6,706 | $2.1M |
| Webster Bank, N. A. | 0.22% | No change | 6,697 | $2.1M |
| Hoxton Planning & Management, LLC | 0.81% | Add +18.6% | 6,694 | $2.1M |
| Parallel Advisors, LLC | 0.05% | Add +1.7% | 6,680 | $2.1M |
| GenWealth Group, Inc. | 0.48% | Reduce -0.4% | 6,615 | $2.1M |
| Jump Financial, LLC | 0.04% | New | 6,582 | $2.1M |
| Dorsey & Whitney Trust CO LLC | 0.11% | No change | 6,571 | $2.1M |
| Cahill Financial Advisors Inc. | 0.28% | No change | 6,571 | $2.1M |
| Investors Research Corp | 0.44% | Reduce -0.2% | 6,419 | $2.0M |
| Farther Finance Advisors, LLC | 0.08% | Add +25.2% | 6,389 | $2.0M |
| Belpointe Asset Management LLC | 0.12% | Reduce -4.0% | 6,377 | $2.0M |
| Blue Barn Wealth, LLC | 1.03% | Add +0.2% | 6,376 | $2.0M |
| Sei Investments Co. | 0.00% | Add +16.5% | 6,336 | $2.0M |
| Vertex Planning Partners, LLC | 0.48% | No change | 6,325 | $2.0M |
| Engineers Gate Manager LP | 0.04% | Reduce -2.4% | 6,305 | $2.0M |
| Associated Banc-Corp | 0.06% | Reduce -1.1% | 6,217 | $2.0M |
| Capital City Trust Co. | 0.48% | Reduce -1.1% | 6,194 | $1.9M |
| Rossmore Private Capital | 0.24% | No change | 6,145 | $1.9M |
| James J. Burns & Company, LLC | 0.35% | Reduce -8.4% | 6,079 | $1.9M |
| Mutual Advisors, LLC | 0.06% | Reduce -30.8% | 5,961 | $1.9M |
| Townsend Asset Management Corp. /NC/ | 0.70% | Reduce -2.3% | 6,004 | $1.9M |
| River Wealth Advisors LLC | 0.25% | No change | 5,980 | $1.9M |
| GenTrust, LLC | 0.09% | Add +575.2% | 5,942 | $1.9M |
| Ardent Capital Management, Inc. | 0.85% | No change | 5,929 | $1.9M |
| Optivise Advisory Services LLC | 0.97% | Add +0.0% | 5,888 | $1.9M |
| NorthCrest Asset Manangement, LLC | 0.06% | Reduce -0.9% | 5,858 | $1.8M |
| Marshall Financial Group Inc. | 0.55% | Add +0.2% | 5,797 | $1.8M |
| Coastline Trust Co | 0.21% | Reduce -1.2% | 5,792 | $1.8M |
| Smithfield Trust Co | 0.09% | No change | 5,778 | $1.8M |
| Summit Financial, LLC | 0.07% | Add +2.6% | 5,730 | $1.8M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.05% | Add +0.0% | 5,723 | $1.8M |
| Ade, LLC | 1.10% | Add +0.2% | 5,713 | $1.8M |
| Cornerstone Advisory, LLC | 0.24% | Add +0.2% | 5,690 | $1.8M |
| Graypoint LLC | 0.11% | No change | 5,637 | $1.8M |
| Carrera Capital Advisors | 0.43% | Add +0.3% | 5,609 | $1.8M |
| First Business Financial Services, Inc. | 0.18% | No change | 5,578 | $1.8M |
| Vision Capital Management, Inc. | 0.25% | No change | 5,564 | $1.7M |
| Westshore Wealth, LLC | 0.72% | Reduce -2.1% | 5,556 | $1.7M |
| Auour Investments LLC | 0.62% | Reduce -2.9% | 5,452 | $1.7M |
| Asset Dedication, LLC | 0.12% | Reduce -1.7% | 5,494 | $1.7M |
| Joel Isaacson & Co., LLC | 0.08% | Add +0.1% | 5,487 | $1.7M |
| Simmons Bank | 0.12% | Reduce -1.8% | 5,486 | $1.7M |
| Essex Financial Services, Inc. | 0.12% | Reduce -1.5% | 5,394 | $1.7M |
| Mayflower Financial Advisors, LLC | 0.26% | Add +0.1% | 5,444 | $1.7M |
| Pegasus Partners Ltd. | 0.16% | No change | 5,440 | $1.7M |
| Andrews, Lucia Wealth Management LLC | 1.20% | Reduce -50.0% | 5,696 | $1.7M |
| Argent Trust Co | 0.07% | Reduce -6.5% | 5,366 | $1.7M |
| Allegheny Financial Group | 0.41% | Add +0.1% | 5,323 | $1.7M |
| SC&H Financial Advisors, Inc. | 0.36% | Add +0.1% | 5,263 | $1.7M |
| Peddock Capital Advisors, LLC | 0.40% | Reduce -2.6% | 5,240 | $1.6M |
| Talisman Wealth Advisors LLC | 1.72% | Add +0.1% | 5,209 | $1.6M |
| Fairhaven Wealth Management, LLC | 0.50% | No change | 5,182 | $1.6M |
| Crestwood Advisors Group, LLC | 0.03% | Add +50.9% | 5,181 | $1.6M |
| Legacy Edge Advisors, LLC | 0.26% | Reduce -0.1% | 5,161 | $1.6M |
| Parisi Gray Wealth Management | 0.54% | Add +0.2% | 5,160 | $1.6M |
| Sharkey, Howes & Javer | 0.23% | Reduce -11.6% | 5,111 | $1.6M |
| Morton Capital Management LLC | 0.31% | Add +0.9% | 5,065 | $1.6M |
| Chandler Asset Management, Inc. | 0.30% | No change | 5,000 | $1.6M |
| Park Avenue Securities LLC | 0.02% | Reduce -12.1% | 4,994 | $1.6M |
| Adero Partners, LLC | 0.10% | No change | 4,991 | $1.6M |
| Cypress Wealth Services, LLC | 0.32% | Add +0.7% | 4,960 | $1.6M |
| Sightline Wealth Advisors, LLC | 0.86% | Add +0.1% | 4,956 | $1.6M |
| Cypress Capital Group | 0.17% | Reduce -0.2% | 4,918 | $1.5M |
| Wesbanco Bank Inc. | 0.05% | Add +0.6% | 4,913 | $1.5M |
| CoreCap Advisors, LLC | 0.07% | New | 4,881 | $1.5M |
| Patten Group, Inc. | 0.34% | Add +0.4% | 4,881 | $1.5M |
| WealthTrust Asset Management, LLC | 1.14% | Add +49.0% | 4,867 | $1.5M |
| Maryland State Retirement & Pension System | 0.03% | Reduce -26.5% | 4,815 | $1.5M |
| Tiemann Investment Advisors, LLC | 0.65% | No change | 4,810 | $1.5M |
| KM Capital Management Ltd. | 0.80% | Add +1.1% | 4,763 | $1.5M |
| Cambridge Financial Group, LLC | 0.62% | Add +0.1% | 4,754 | $1.5M |
| Certified Advisory Corp | 0.17% | Reduce -2.3% | 4,738 | $1.5M |
| NewEdge Wealth, LLC | 0.03% | Add +3.7% | 4,707 | $1.5M |
| Townsquare Capital LLC | 0.02% | Add +55.0% | 4,702 | $1.5M |
| J.W. Cole Advisors, Inc. | 0.06% | Add +1.0% | 4,662 | $1.5M |
| Mgo One Seven LLC | 0.06% | Reduce -3.8% | 4,659 | $1.5M |
| Carolinas Wealth Consulting LLC | 0.26% | Add +7.7% | 4,620 | $1.5M |
| Wick Capital Partners, LLC | 0.47% | Add +0.2% | 4,619 | $1.5M |
| Procyon Advisors, LLC | 0.10% | Reduce -50.3% | 4,615 | $1.5M |
| First Financial Corp. | 0.69% | No change | 4,597 | $1.4M |
| LBJ Family Wealth Advisors, Ltd. | 0.86% | Add +0.3% | 4,597 | $1.4M |
| Eq LLC | 0.72% | Add +9.9% | 4,593 | $1.4M |
| Cadence Bank | 0.10% | New | 4,581 | $1.4M |
| CFS Investment Advisory Services, LLC | 0.12% | Reduce -9.0% | 4,548 | $1.4M |
| SOL Capital Management CO | 0.16% | Add +29.2% | 4,536 | $1.4M |
| Frank, Rimerman Advisors LLC | 0.10% | No change | 4,535 | $1.4M |
| Objective Capital Management, LLC | 0.84% | — | 4,534 | $1.4M |
| Stordahl Capital Management, Inc. | 0.34% | Reduce -4.2% | 4,560 | $1.4M |
| McCarthy Asset Management, Inc. | 0.87% | Add +0.2% | 4,434 | $1.4M |
| Prime Capital Investment Advisors, LLC | 0.02% | Add +0.8% | 4,402 | $1.4M |
| Avity Investment Management Inc. | 0.11% | No change | 4,397 | $1.4M |
| Financial Counselors Inc. | 0.02% | Add +6.0% | 4,395 | $1.4M |
| IHT Wealth Management, LLC | 0.04% | Add +18.7% | 4,402 | $1.4M |
| Landmark Wealth Management, LLC | 0.60% | New | 4,383 | $1.4M |
| Truepoint, Inc. | 0.04% | Add +1.9% | 4,364 | $1.4M |
| Strategic Advisors LLC | 0.26% | Reduce -10.3% | 4,350 | $1.4M |
| Focus Partners Advisor Solutions, LLC | 0.03% | Reduce -9.1% | 4,341 | $1.4M |
| Rockwood Wealth Management, LLC | 0.15% | Reduce -2.7% | 4,340 | $1.4M |
| Equitable Trust Co. | 0.09% | No change | 4,317 | $1.4M |
| CX Institutional | 0.06% | New | 4,298 | $1.4M |
| Advisors Capital Management, LLC | 0.02% | Add +11.2% | 4,296 | $1.4M |
| Rovin Capital /Ut/ | 0.50% | Reduce -1.2% | 4,295 | $1.4M |
| 17 Capital Partners, LLC | 0.88% | Add +5.0% | 4,284 | $1.3M |
| Leavell Investment Management, Inc. | 0.07% | No change | 4,221 | $1.3M |
| Callan Family Office, LLC | 0.22% | No change | 4,213 | $1.3M |
| Meridian Wealth Management, LLC | 0.07% | New | 4,211 | $1.3M |
| Callan Capital, LLC | 0.09% | Add +0.1% | 4,206 | $1.3M |
| Vishria Bird Financial Group, LLC | 0.50% | No change | 4,182 | $1.3M |
| Assetmark, Inc. | 0.00% | Add +231.3% | 4,125 | $1.3M |
| Neumann Capital Management, LLC | 0.42% | Reduce -0.5% | 4,047 | $1.3M |
| Philip James Wealth Mangement, LLC | 0.16% | Add +0.3% | 4,047 | $1.3M |
| Pacific Financial Group Inc. | 0.93% | No change | 4,043 | $1.3M |
| Concentric Wealth Management, LLC | 0.31% | Add +2.5% | 4,036 | $1.3M |
| Legacy Trust | 0.29% | Reduce -0.1% | 4,035 | $1.3M |
| Heritage Wealth Advisors | 0.06% | No change | 4,010 | $1.3M |
| First National Trust Co | 0.05% | Reduce -1.6% | 4,008 | $1.3M |
| Ellevest, Inc. | 0.07% | No change | 3,981 | $1.3M |
| Balentine LLC | 0.05% | No change | 3,970 | $1.2M |
| Axxcess Wealth Management, LLC | 0.03% | Add +4.0% | 3,900 | $1.2M |
| Capital Asset Advisory Services LLC | 0.06% | Add +3.5% | 3,900 | $1.2M |
| Oppenheimer & Co. Inc. | 0.02% | Add +5.7% | 3,894 | $1.2M |
| Mesirow Financial Investment Management, Inc. | 0.02% | Add +24.3% | 3,869 | $1.2M |
| Key Financial Inc | 0.27% | No change | 3,846 | $1.2M |
| Eagle Strategies LLC | 0.22% | Add +0.3% | 3,844 | $1.2M |
| Hancock Whitney Corp. | 0.04% | No change | 3,841 | $1.2M |
| Tanager Wealth Management LLP | 0.16% | No change | 3,800 | $1.2M |
| Wealthstream Advisors, Inc. | 0.22% | No change | 3,797 | $1.2M |
| Soundwatch Capital LLC | 0.19% | Add +182.8% | 3,769 | $1.2M |
| Alcosta Capital Management, Inc. | 0.71% | Reduce -5.8% | 3,763 | $1.2M |
| Pinnacle Financial Partners Inc | 0.02% | Add +1.6% | 3,762 | $1.2M |
| Syverson Strege & Co | 0.40% | Add +0.1% | 3,754 | $1.2M |
| Choate Investment Advisors | 0.03% | Reduce -5.7% | 3,754 | $1.2M |
| Independent Financial Group, LLC | 0.04% | Add +0.7% | 3,742 | $1.2M |
| Flputnam Investment Management Co. | 0.02% | Reduce -27.9% | 3,726 | $1.2M |
| Grandfield & Dodd, LLC | 0.07% | No change | 3,723 | $1.2M |
| Source Financial Advisors LLC | 0.34% | Add +0.2% | 3,693 | $1.2M |
| Petredis Investment Advisors LLC | 0.12% | No change | 3,684 | $1.2M |
| Keebeck Wealth Management | 0.17% | Add +3.4% | 3,679 | $1.2M |
| Westmount Partners, LLC | 0.35% | Reduce -0.1% | 3,674 | $1.2M |
| AdvisorNet Financial, Inc | 0.09% | Add +24.6% | 3,653 | $1.1M |
| Strategic Wealth Partners, Ltd. | 0.11% | No change | 3,626 | $1.1M |
| Benjamin Edwards Inc. | 0.02% | New | 3,606 | $1.1M |
| Fragasso Financial Advisors Inc | 0.09% | Reduce -0.4% | 3,595 | $1.1M |
| Instrumental Wealth, LLC | 1.10% | Reduce -20.0% | 3,524 | $1.1M |
| W.H. Cornerstone Investments Inc. | 0.76% | Add +0.3% | 3,576 | $1.1M |
| One Wealth Advisors, LLC | 0.17% | Reduce -0.3% | 3,572 | $1.1M |
| Hilltop National Bank | 0.34% | No change | 3,568 | $1.1M |
| Whitegate Investment Counselors, Inc. | 0.30% | No change | 3,568 | $1.1M |
| Connecticut Wealth Management, LLC | 0.05% | Reduce -0.5% | 3,561 | $1.1M |
| TSA Wealth Managment LLC | 0.45% | Add +3.8% | 3,561 | $1.1M |
| Diversified Portfolios, Inc. | 0.12% | Reduce -5.3% | 3,538 | $1.1M |
| Kestra Private Wealth Services, LLC | 0.02% | Add +9.7% | 3,534 | $1.1M |
| Legacy Private Trust Co. | 0.07% | No change | 3,533 | $1.1M |
| Vawter Financial, Ltd. | 0.68% | Reduce -6.6% | 3,529 | $1.1M |
| Flaharty Asset Management, LLC | 0.16% | No change | 3,528 | $1.1M |
| AE Wealth Management LLC | 0.01% | Reduce -3.2% | 3,505 | $1.1M |
| Brookstone Capital Management | 0.02% | Reduce -3.8% | 3,461 | $1.1M |
| Kades & Cheifetz LLC | 0.62% | Add +0.3% | 3,460 | $1.1M |
| Optimist Retirement Group LLC | 0.49% | No change | 3,440 | $1.1M |
| Warren Street Wealth Advisors, LLC | 0.45% | Reduce -3.4% | 3,421 | $1.1M |
| Ti-Trust, Inc. | 0.77% | No change | 3,419 | $1.1M |
| Colonial Trust Advisors | 0.09% | No change | 3,400 | $1.1M |
| Brandywine Oak Private Wealth LLC | 0.10% | No change | 3,373 | $1.1M |
| Horst & Graben Wealth Management LLC | 0.19% | Add +1.4% | 3,313 | $1.0M |
| Roundview Capital LLC | 0.08% | No change | 3,306 | $1.0M |
| Bollard Group LLC | 0.03% | Add +0.3% | 3,290 | $1.0M |
| Gries Financial LLC | 0.19% | Add +1.5% | 3,288 | $1.0M |
| MassMutual Private Wealth & Trust, FSB | 0.03% | Reduce -13.4% | 3,272 | $1.0M |
| MA Private Wealth | 0.19% | Reduce -0.3% | 3,267 | $1.0M |
| Raymond James Trust N.A. | 0.02% | Add +0.1% | 3,258 | $1.0M |
| Cozad Asset Management Inc. | 0.10% | No change | 3,253 | $1.0M |
| Courier Capital LLC | 0.07% | Reduce -2.6% | 3,233 | $1.0M |
| DHJJ Financial Advisors, Ltd. | 0.40% | No change | 3,226 | $1.0M |
| DAVENPORT & Co LLC | 0.01% | Reduce -10.7% | 3,226 | $1.0M |
| USA Financial Formulas | 0.16% | Reduce -13.2% | 3,203 | $1.0M |
| LMR Partners LLP | 0.03% | New | 3,200 | $1.0M |
| Denver PWM, LLC | 0.38% | Add +0.3% | 3,196 | $1.0M |
| GPS Wealth Strategies Group, LLC | 0.13% | Add +0.3% | 3,194 | $1.0M |
| Wealthquest Corp | 0.09% | No change | 3,206 | $999K |
| Spinnaker Trust | 0.06% | No change | 3,165 | $995K |
| CJM Wealth Advisers, Ltd. | 0.34% | No change | 3,157 | $993K |
| Bluespring Wealth Management, LLC | 0.10% | No change | 3,151 | $991K |
| Waters Parkerson & Co., LLC | 0.05% | No change | 3,150 | $990K |
| Regimen Wealth, LLC | 0.32% | Add +0.3% | 3,144 | $988K |
| Meridian Wealth Advisors, LLC | 0.17% | No change | 3,143 | $988K |
| Wolf Group Capital Advisors | 0.47% | Add +37.4% | 4,040 | $985K |
| Scissortail Wealth Management, LLC | 0.24% | Reduce -100.0% | 1 | $982K |
| Wealth Architects, LLC | 0.11% | No change | 3,121 | $981K |
| Prosperity Consulting Group, LLC | 0.08% | Add +57.8% | 3,089 | $971K |
| Oldfather Financial Services, LLC | 0.37% | Reduce -0.0% | 3,083 | $969K |
| Paces Ferry Wealth Advisors, LLC | 0.55% | Reduce -1.4% | 3,055 | $960K |
| Facet Wealth, Inc. | 0.03% | Add +0.5% | 3,063 | $960K |
| Wagner Wealth Management, LLC | 0.26% | Reduce -0.5% | 3,045 | $957K |
| Nicolet Bankshares Inc. | 0.19% | Reduce -15.5% | 3,040 | $956K |
| Cortland Associates Inc. | 0.12% | Reduce -4.5% | 3,038 | $955K |
| Retirement Planning Group, LLC | 0.05% | Add +1.9% | 3,030 | $953K |
| Hemenway Trust Co LLC | 0.07% | No change | 3,010 | $946K |
| Fisher Asset Management | 0.00% | Add +272.9% | 2,987 | $939K |
| Global Retirement Partners, LLC | 0.03% | Add +2.6% | 2,969 | $934K |
| Savvy Advisors, Inc. | 0.19% | Add +23.8% | 2,960 | $931K |
| Henrickson Nauta Wealth Advisors, Inc. | 0.37% | Reduce -37.5% | 2,957 | $930K |
| Heartwood Wealth Advisors LLC | 0.10% | Reduce -0.8% | 2,954 | $929K |
| Ancora Advisors LLC | 0.02% | Add +5.1% | 2,954 | $929K |
| Venturi Wealth Management, LLC | 0.05% | No change | 2,945 | $926K |
| Greenleaf Trust | 0.01% | No change | 2,939 | $924K |
| Fermata Advisors, LLC | 0.19% | Reduce -5.0% | 2,921 | $918K |
| Vestmark Advisory Solutions, Inc. | 0.03% | Reduce -0.2% | 2,907 | $914K |
| Flagship Harbor Advisors, LLC | 0.05% | Add +20.8% | 2,900 | $912K |
| Tandem Capital Management Corp. | 0.48% | Add +0.2% | 2,895 | $910K |
| Capital Advisors, Ltd. LLC | 0.11% | Add +0.0% | 2,894 | $910K |
| Fi3 FINANCIAL ADVISORS, LLC | 0.36% | No change | 2,867 | $901K |
| Lowe Brockenbrough & Co. Inc. | 0.06% | No change | 2,855 | $898K |
| Enzi Wealth | 0.35% | No change | 2,790 | $894K |
| West Paces Advisors Inc. | 0.22% | Reduce -3.4% | 2,840 | $893K |
| Gladstone Institutional Advisory LLC | 0.04% | Add +0.6% | 2,836 | $892K |
| Meritage Portfolio Management | 0.05% | No change | 2,824 | $888K |
| QRG Capital Management, Inc. | 0.01% | Reduce -24.5% | 2,808 | $883K |
| Capital Investment Advisors, LLC | 0.02% | Add +6.6% | 2,789 | $877K |
| Citadel Advisors | 0.00% | Reduce -95.1% | 2,788 | $877K |
| RFG Advisory, LLC | 0.03% | Add +4.3% | 2,781 | $874K |
| Almanack Investment Partners, LLC. | 0.14% | No change | 2,768 | $870K |
| Flagstar Securities, Inc. | 0.22% | Reduce -1.8% | 2,763 | $869K |
| Segment Wealth Management, LLC | 0.06% | Reduce -3.6% | 2,761 | $868K |
| Abundance Wealth Counselors | 0.18% | New | 2,755 | $866K |
| CreativeOne Wealth, LLC | 0.03% | Add +11.3% | 2,749 | $864K |
| Boston Trust Walden Corp | 0.01% | No change | 2,705 | $850K |
| Cyndeo Wealth Partners, LLC | 0.06% | Reduce -12.3% | 2,661 | $837K |
| LGL Partners, LLC | 0.12% | Add +0.3% | 2,661 | $837K |
| Shepherd Financial Partners LLC | 0.10% | No change | 2,657 | $835K |
| Tidal Investments LLC | 0.01% | Add +37.4% | 2,644 | $831K |
| Deroy & Devereaux Private Investment Counsel Inc. | 0.05% | Reduce -1.2% | 2,622 | $824K |
| Ashton Thomas Private Wealth, LLC | 0.04% | Reduce -2.6% | 2,616 | $823K |
| Columbus Macro, LLC | 0.30% | No change | 2,586 | $822K |
| Tradition Wealth Management, LLC | 0.07% | No change | 2,608 | $820K |
| Resurgent Financial Advisors LLC | 0.47% | Reduce -2.6% | 2,549 | $801K |
| Transatlantique Private Wealth LLC | 0.31% | No change | 2,549 | $801K |
| GYL Financial Synergies, LLC | 0.06% | No change | 2,531 | $796K |
| Midland Wealth Advisors, LLC | 0.05% | Reduce -15.9% | 2,530 | $795K |
| Transcend Capital Advisors, LLC | 0.05% | Reduce -0.7% | 2,516 | $791K |
| Betterment LLC | 0.00% | Add +14.5% | 2,502 | $787K |
| Valmark Advisers, Inc. | 0.01% | Add +43.8% | 2,487 | $782K |
| Carnegie Investment Counsel | 0.02% | Reduce -7.8% | 2,482 | $780K |
| Eastern Bank | 0.01% | New | 2,482 | $780K |
| Burke & Herbert Bank & Trust Co. | 0.18% | Reduce -7.2% | 2,482 | $780K |
| Firethorn Wealth Partners, LLC | 0.40% | Reduce -2.0% | 2,481 | $780K |
| Atria Investments, Inc | 0.01% | Reduce -22.3% | 2,479 | $779K |
| Northstar Group, Inc. | 0.14% | Add +36.8% | 2,454 | $772K |
| CW Advisors, LLC | 0.01% | Add +3.9% | 2,451 | $771K |
| Vista Capital Partners, Inc. | 0.09% | Add +106.8% | 2,445 | $769K |
| Headinvest, LLC | 0.14% | No change | 2,440 | $767K |
| Sprinkle Financial Consultants LLC | 0.55% | Add +0.3% | 2,439 | $767K |
| StoneX Group Inc. | 0.06% | Add +9.3% | 2,432 | $765K |
| Cahaba Wealth Management, Inc. | 0.06% | Add +0.2% | 2,432 | $765K |
| HM Payson & Co. | 0.01% | No change | 2,402 | $755K |
| NWF Advisory Services Inc. | 0.11% | Add +4.0% | 2,397 | $754K |
| Simon Quick Advisors, LLC | 0.05% | Reduce -0.2% | 2,381 | $749K |
| Penney Financial, LLC | 0.51% | No change | 2,380 | $748K |
| Fernwood Investment Management, LLC | 0.24% | Reduce -75.0% | 2,377 | $747K |
| Notis-McConarty Edward | 0.34% | Reduce -3.3% | 2,370 | $745K |
| BIP Wealth, LLC | 0.05% | Reduce -5.0% | 2,343 | $737K |
| ONE Advisory Partners, LLC | 0.32% | Reduce -2.6% | 2,342 | $736K |
| Aspen Investment Management Inc | 0.34% | No change | 2,342 | $736K |
| Clifford Swan Investment Counsel LLC | 0.03% | No change | 2,338 | $735K |
| Pinnacle Wealth Planning Services, Inc. | 0.10% | No change | 2,333 | $733K |
| WorthPointe, LLC | 0.31% | New | 2,326 | $731K |
| Signaturefd, LLC | 0.01% | No change | 2,322 | $730K |
| First American Trust, FSB | 0.07% | Add +68.7% | 2,320 | $729K |
| Cornerstone Planning Group LLC | 0.19% | Add +0.3% | 2,283 | $728K |
| Azimuth Capital Investment Management LLC | 0.03% | Add +1.0% | 2,308 | $726K |
| IFS Advisors, LLC | 0.57% | No change | 2,300 | $723K |
| United Asset Strategies, Inc. | 0.07% | Reduce -1.3% | 2,291 | $720K |
| HTLF Bank | 0.08% | No change | 2,280 | $717K |
| Verum Partners LLC | 0.21% | Add +0.1% | 2,251 | $708K |
| Blankinship & Foster, LLC | 0.17% | Reduce -0.4% | 2,250 | $707K |
| Next Level Private LLC | 0.29% | Add +0.3% | 2,247 | $707K |
| Old North State Wealth Management, LLC | 0.40% | Add +0.4% | 2,244 | $706K |
| Salem Investment Counselors Inc. | 0.02% | No change | 2,240 | $704K |
| Fulton Breakefield Broenniman LLC | 0.05% | Reduce -1.2% | 2,232 | $702K |
| BLB&B Advisors, LLC | 0.04% | No change | 2,224 | $699K |
| SMI Advisory Services, LLC | 0.15% | Reduce -1.3% | 2,217 | $696K |
| Smith Salley Wealth Management | 0.05% | No change | 2,214 | $696K |
| Hollencrest Capital Management | 0.03% | No change | 2,208 | $694K |
| Riverbridge Partners LLC | 0.01% | No change | 2,204 | $693K |
| Kohmann Bosshard Financial Services, LLC | 0.09% | Add +0.1% | 2,204 | $693K |
| First Pacific Financial | 0.16% | Reduce -9.5% | 2,201 | $692K |
| UNIVEST FINANCIAL Corp | 0.05% | New | 2,195 | $690K |
| LongView Wealth Management | 0.22% | Reduce -19.0% | 2,185 | $687K |
| Buttonwood Financial Advisors Inc. | 0.30% | Add +15.7% | 2,175 | $684K |
| TRUE Private Wealth Advisors | 0.08% | Reduce -24.9% | 2,169 | $682K |
| Kavar Capital Partners Group, LLC | 0.11% | No change | 2,167 | $681K |
| Tranquility Partners, LLC | 0.25% | Add +3.8% | 2,158 | $679K |
| Moneco Advisors, LLC | 0.08% | Add +0.2% | 2,149 | $676K |
| Douglass Winthrop Advisors, LLC | 0.01% | Add +4.5% | 2,132 | $670K |
| Stock Yards Bank & Trust Co. | 0.02% | Add +35.8% | 2,122 | $667K |
| Tritonpoint Wealth, LLC | 0.06% | Add +1.6% | 2,127 | $666K |
| LWM Advisory Services, LLC | 0.49% | New | 2,115 | $665K |
| SOA Wealth Advisors, LLC. | 0.13% | Add +0.1% | 2,114 | $665K |
| SeaCrest Wealth Management, LLC | 0.07% | New | 2,109 | $663K |
| ShoreHaven Wealth Partners, LLC | 0.32% | Reduce -1.0% | 2,109 | $663K |
| Staley Capital Advisers Inc. | 0.03% | No change | 2,100 | $660K |
| Manhattan West Asset Management, LLC | 0.17% | Reduce -0.9% | 2,088 | $656K |
| Prosperity Wealth Management, Inc. | 0.26% | Add +0.1% | 2,077 | $653K |
| Houlihan Financial Resource Group, Ltd. | 0.27% | New | 2,073 | $652K |
| Kickstand Ventures, Llc. | 0.17% | Add +2.3% | 2,069 | $650K |
| LCNB Corp. | 0.23% | Add +93.9% | 2,065 | $649K |
| Parthenon LLC | 0.08% | No change | 2,060 | $648K |
| Cibc World Market Inc. | 0.00% | Reduce -0.4% | 2,054 | $646K |
| Members Trust Co | 0.02% | Reduce -4.9% | 2,050 | $644K |
| Fulton Bank, N.A. | 0.02% | Reduce -59.6% | 2,044 | $643K |
| Orgel Wealth Management, LLC | 0.02% | No change | 2,043 | $642K |
| Acorn Wealth Advisors, LLC | 0.28% | No change | 2,038 | $641K |
| K.J. Harrison & Partners Inc | 0.10% | No change | 1,993 | $638K |
| Waterfront Wealth Inc. | 0.16% | No change | 1,988 | $634K |
| Regal Investment Advisors LLC | 0.04% | Reduce -43.1% | 2,010 | $632K |
| Hurlow Wealth Management Group, Inc. | 0.20% | No change | 2,007 | $631K |
| Childress Capital Advisors, LLC | 0.17% | Reduce -18.4% | 2,000 | $629K |
| Citizens National Bank Trust Department | 0.13% | No change | 2,000 | $629K |
| Willis Johnson & Associates, Inc. | 0.05% | Add +5.4% | 1,998 | $628K |
| Hohimer Wealth Management, LLC | 0.14% | No change | 1,997 | $628K |
| Northside Capital Management, LLC | 0.10% | No change | 1,995 | $627K |
| Osborne Partners Capital Management, LLC | 0.04% | Reduce -1.3% | 1,979 | $622K |
| Verdence Capital Advisors LLC | 0.05% | No change | 1,978 | $622K |
| Harbor Group, Inc. | 0.14% | Reduce -1.3% | 1,973 | $620K |
| London Co. of Virginia | 0.00% | Reduce -90.4% | 1,932 | $607K |
| Centaurus Financial, Inc. | 0.04% | Reduce -0.1% | 1,929 | $607K |
| International Assets Investment Management, LLC | 0.05% | Reduce -15.9% | 1,925 | $605K |
| Paragon Financial Partners, Inc. | 0.44% | Add +0.2% | 1,912 | $601K |
| New Wave Wealth Advisors LLC | 0.28% | Add +8.9% | 1,900 | $597K |
| Heritage Oak Wealth Advisors LLC | 0.28% | New | 1,900 | $597K |
| Mechanics Bank Trust Department | 0.08% | New | 1,900 | $597K |
| Golden Road Advisors LLC | 0.46% | Reduce -0.9% | 1,881 | $591K |
| Morris Financial Concepts, Inc. | 0.25% | Reduce -5.1% | 1,879 | $591K |
| Lwmg, LLC | 0.11% | Add +0.2% | 1,869 | $588K |
| Zhang Financial LLC | 0.04% | No change | 1,856 | $584K |
| Forte Asset Management LLC | 0.31% | No change | 1,855 | $583K |
| Marks Group Wealth Management, Inc | 0.06% | No change | 1,853 | $583K |
| Nicholas Hoffman & Company, LLC. | 0.02% | No change | 1,845 | $580K |
| Astoria Strategic Wealth, Inc. | 0.17% | Reduce -21.1% | 1,836 | $577K |
| Global Wealth Management, LLC | 0.39% | — | 1,832 | $576K |
| Delta Investment Management, LLC | 0.12% | No change | 1,829 | $575K |
| Cherry Creek Investment Advisors, Inc. | 0.30% | Add +0.3% | 1,829 | $575K |
| Americana Partners, LLC | 0.04% | No change | 1,823 | $573K |
| Silverleafe Capital Partners, LLC | 0.20% | Add +3.5% | 1,819 | $572K |
| WNY Asset Management, LLC | 0.07% | Reduce -17.3% | 1,811 | $569K |
| Beaumont Financial Advisors, LLC | 0.04% | Add +17.0% | 1,811 | $569K |
| Meeder Advisory Services, Inc. | 0.04% | No change | 1,780 | $560K |
| 1ST Source Bank | 0.03% | No change | 1,780 | $560K |
| PACK Private Wealth, LLC | 0.32% | No change | 1,772 | $557K |
| Synovus Financial Corp. | 0.01% | Add +11.0% | 1,771 | $557K |
| Heritage Financial Services, LLC | 0.07% | No change | 1,766 | $555K |
| Nicolet Advisory Services, LLC | 0.05% | Add +0.1% | 1,778 | $553K |
| Moser Wealth Advisors, LLC | 0.29% | Reduce -1.4% | 1,758 | $553K |
| Journey Advisory Group, LLC | 0.07% | Reduce -2.1% | 1,856 | $552K |
| AAF Wealth Management, LLC | 0.28% | Add +0.2% | 1,749 | $550K |
| Soltis Investment Advisors LLC | 0.05% | Reduce -5.1% | 1,744 | $548K |
| Greenwood Gearhart LLC | 0.05% | No change | 1,733 | $545K |
| Apollon Wealth Management, LLC | 0.02% | Add +15.7% | 1,704 | $536K |
| Schechter Investment Advisors, LLC | 0.04% | Add +12.0% | 1,700 | $534K |
| Catalina Capital Group, LLC | 0.18% | No change | 1,691 | $532K |
| Tolleson Wealth Management, Inc. | 0.10% | No change | 1,690 | $531K |
| KilterHowling LLC | 0.33% | Add +0.3% | 1,687 | $531K |
| Arbor Wealth Advisors LLC | 0.48% | No change | 1,684 | $529K |
| PFG Investments, LLC | 0.03% | Reduce -7.7% | 1,682 | $529K |
| Pure Portfolios Holdings LLC | 0.20% | — | 1,671 | $525K |
| Palisade Asset Management, LLC | 0.05% | No change | 1,660 | $522K |
| Highview Capital Management LLC | 0.21% | No change | 1,659 | $522K |
| Kelman-Lazarov, Inc. | 0.09% | Reduce -1.9% | 1,656 | $521K |
| WealthPLAN Partners, LLC | 0.07% | Reduce -2.9% | 1,653 | $520K |
| Flagship Private Wealth, LLC | 0.27% | Add +0.2% | 1,652 | $519K |
| U.S. Capital Wealth Advisors, LLC | 0.02% | Add +5.7% | 1,645 | $517K |
| Sage Private Wealth Group, LLC | 0.41% | Reduce -23.2% | 1,639 | $515K |
| Murphy, Middleton, Hinkle & Parker, Inc. | 0.28% | No change | 1,635 | $514K |
| Founders Financial Alliance, LLC | 0.14% | Reduce -8.5% | 1,632 | $513K |
| LPWM LLC | 0.17% | No change | 1,649 | $513K |
| Oarsman Capital, Inc. | 0.09% | Reduce -22.7% | 1,631 | $513K |
| Paradigm, Strategies in Wealth Management, LLC | 0.33% | No change | 1,630 | $512K |
| Ascentis Independent Advisors | 0.08% | Add +3.0% | 1,625 | $511K |
| Bogart Wealth, LLC | 0.02% | Add +31.5% | 1,625 | $511K |
| Capital International Investors | 0.00% | New | 1,631 | $511K |
| Allen Mooney & Barnes Investment Advisors LLC | 0.09% | Reduce -41.4% | 1,619 | $509K |
| Black Diamond Financial, LLC | 0.09% | No change | 1,618 | $509K |
| Sensible Financial Planning & Management, LLC. | 0.10% | New | 1,608 | $506K |
| FARMERS & MERCHANTS TRUST Co OF LONG BEACH | 0.12% | No change | 1,603 | $504K |
| Summit Wealth & Retirement Planning, Inc. | 0.16% | No change | 1,599 | $503K |
| Alera Investment Advisors, LLC | 0.06% | Reduce -0.2% | 1,599 | $503K |
| Edgestream Partners, L.P. | 0.02% | Reduce -37.4% | 1,597 | $502K |
| Abacus Planning Group, Inc. | 0.09% | No change | 1,578 | $496K |
| Aureus Asset Management, LLC | 0.03% | No change | 1,577 | $496K |
| O'Brien Wealth Partners LLC | 0.10% | No change | 1,574 | $495K |
| Blue Trust, Inc. | 0.01% | Add +1.9% | 1,655 | $492K |
| Ruggaard & Associates LLC | 0.21% | No change | 1,555 | $489K |
| Canandaigua National Bank & Trust Co. | 0.05% | Reduce -3.1% | 1,555 | $489K |
| Gerber Kawasaki Wealth & Investment Management | 0.02% | Add +0.2% | 1,550 | $487K |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 0.07% | No change | 1,535 | $483K |
| Prio Wealth Limited Partnership | 0.01% | No change | 1,525 | $479K |
| Madden Advisory Services, Inc. | 0.22% | No change | 1,523 | $479K |
| Ullmann Wealth Partners Group, LLC | 0.06% | New | 1,521 | $478K |
| Country Club Bank | 0.03% | Reduce -8.0% | 1,526 | $478K |
| Sunbelt Securities, Inc. | 0.05% | Reduce -8.7% | 1,515 | $476K |
| Western Wealth Management, LLC | 0.03% | No change | 1,514 | $476K |
| Geneos Wealth Management Inc. | 0.02% | Add +21.8% | 1,504 | $473K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.01% | Reduce -12.6% | 1,496 | $470K |
| Sentry LLC | 0.09% | Add +0.1% | 1,494 | $470K |
| Proficio Capital Partners LLC | 0.05% | No change | 1,490 | $468K |
| Signature Estate & Investment Advisors LLC | 0.01% | Add +0.1% | 1,465 | $461K |
| Plante Moran Financial Advisors, LLC | 0.04% | Reduce -5.0% | 1,457 | $458K |
| Berkeley Capital Partners, LLC | 0.13% | No change | 1,450 | $456K |
| Curated Wealth Partners LLC | 0.06% | No change | 1,450 | $456K |
| Ami Asset Management Corp. | 0.02% | New | 1,449 | $455K |
| Larson Financial Group LLC | 0.03% | Add +72.1% | 1,437 | $452K |
| FAS Wealth Partners, Inc. | 0.04% | Add +0.1% | 1,435 | $451K |
| Pointe Capital Management LLC | 0.26% | Add +10.3% | 1,430 | $450K |
| TD Capital Management LLC | 0.04% | Add +0.1% | 1,426 | $448K |
| Summit Asset Management, LLC | 0.05% | No change | 1,424 | $448K |
| Joseph Group Capital Management | 0.17% | No change | 1,419 | $446K |
| Pennsylvania Capital Management Inc. | 0.16% | Add +10.8% | 1,418 | $446K |
| BSW Wealth Partners | 0.07% | No change | 1,406 | $442K |
| Global Wealth Strategies & Associates | 0.14% | No change | 1,400 | $440K |
| Diversify Advisory Services, LLC | 0.02% | Reduce -4.9% | 1,374 | $439K |
| Arq Wealth Advisors, LLC | 0.17% | No change | 1,412 | $436K |
| Private Portfolio Partners LLC | 0.08% | New | 1,385 | $435K |
| True Link Financial Advisors, LLC | 0.04% | Reduce -42.2% | 1,372 | $431K |
| Chatham Capital Group, Inc. | 0.07% | No change | 1,358 | $427K |
| Cornerstone Wealth Management, LLC | 0.03% | Reduce -0.7% | 1,353 | $425K |
| Pinnacle Associates Ltd. | 0.01% | Reduce -5.8% | 1,620 | $425K |
| Legacy Wealth Management, LLC / MS | 0.15% | No change | 1,330 | $418K |
| Wealth Alliance, LLC | 0.05% | Add +10.2% | 1,320 | $415K |
| Penobscot Wealth Management | 0.22% | Add +72.2% | 1,317 | $414K |
| Patton Albertson Miller Group, LLC | 0.06% | No change | 1,307 | $411K |
| Wetzel Investment Advisors, Inc. | 0.21% | Add +357.4% | 1,299 | $408K |
| RMR Wealth Builders | 0.04% | Add +28.8% | 1,296 | $408K |
| Wolverine Trading, LLC | 0.01% | Add +60.9% | 1,290 | $404K |
| SkyOak Wealth, LLC | 0.09% | Reduce -0.2% | 1,274 | $401K |
| Annex Advisory Services, LLC | 0.01% | No change | 1,273 | $400K |
| Cape Cod Five Cents Savings Bank | 0.04% | Reduce -0.8% | 1,271 | $400K |
| Asset Management Group, Inc. | 0.06% | Reduce -11.9% | 1,267 | $398K |
| Wellspring Financial Advisors, LLC | 0.05% | Add +0.2% | 1,263 | $397K |
| Union Savings Bank | 0.19% | Reduce -6.0% | 1,263 | $397K |
| Redwood Wealth Management Group, LLC | 0.20% | Reduce -6.1% | 1,255 | $395K |
| JB Capital LLC | 0.02% | Add +48.5% | 1,253 | $394K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.06% | Add +28.3% | 1,244 | $391K |
| Etesian Wealth Advisors, Inc. | 0.18% | Add +32.0% | 1,241 | $390K |
| Atlas Brown,Inc. | 0.13% | No change | 1,239 | $390K |
| Simplicity Wealth,LLC | 0.04% | Reduce -94.8% | 1,239 | $390K |
| LGT Financial Advisors LLC | 0.95% | Add +0.2% | 1,226 | $386K |
| First Manhattan Co. Llc. | 0.00% | No change | 1,224 | $385K |
| Abacus Wealth Partners, LLC | 0.06% | No change | 1,221 | $384K |
| Gibbs Wealth Management | 0.12% | Add +5.2% | 1,220 | $384K |
| Bedel Financial Consulting, Inc. | 0.05% | Add +12.4% | 1,219 | $383K |
| Willow Creek Wealth Management Inc. | 0.04% | Add +12.0% | 1,219 | $383K |
| Thrive Wealth Management, LLC | 0.07% | Reduce -25.9% | 1,204 | $379K |
| GW Henssler & Associates Ltd. | 0.02% | New | 1,200 | $377K |
| V2 Financial group LLC | 0.24% | No change | 1,200 | $377K |
| Creegan & Nassoura Financial Group, LLC | 0.24% | No change | 1,200 | $377K |
| Maple Capital Management, Inc. | 0.03% | No change | 1,200 | $377K |
| PBMares Wealth Management LLC | 0.08% | Reduce -7.9% | 1,194 | $375K |
| Reynders McVeigh Capital Management, LLC | 0.02% | Add +45.8% | 1,194 | $375K |
| Zacks Investment Management | 0.00% | Add +5.2% | 1,173 | $369K |
| Foster & Motley Inc. | 0.02% | Reduce -1.8% | 1,170 | $368K |
| Rothschild Capital Partners, LLC | 0.10% | Add +0.3% | 1,161 | $365K |
| Baker Ellis Asset Management LLC | 0.05% | No change | 1,150 | $362K |
| Claro Advisors Inc. | 0.05% | Add +66.6% | 1,146 | $360K |
| Chesapeake Wealth Management | 0.12% | Reduce -3.0% | 1,142 | $359K |
| Guardian Asset Advisors, LLC | 0.24% | Add +0.3% | 1,139 | $357K |
| Kendall Capital Management | 0.11% | Add +28.3% | 1,132 | $356K |
| Anchor Investment Management, LLC | 0.03% | No change | 1,128 | $355K |
| Arete Wealth Advisors, LLC | 0.03% | Reduce -15.8% | 1,128 | $354K |
| Modern Wealth Management, LLC | 0.02% | No change | 1,121 | $352K |
| McAdam, LLC | 0.02% | Reduce -2.5% | 1,121 | $352K |
| Capital Advisors Wealth Management, LLC | 0.06% | Add +6.3% | 1,118 | $352K |
| Norden Group LLC | 0.04% | New | 1,113 | $350K |
| Meridian Wealth Partners, LLC | 0.05% | No change | 1,111 | $349K |
| Gilliland Jeter Wealth Management LLC | 0.11% | No change | 1,104 | $347K |
| Cherry Tree Wealth Management, LLC | 0.08% | No change | 1,102 | $346K |
| Aspire Wealth Management Corp | 0.18% | No change | 1,089 | $342K |
| Ausdal Financial Partners, Inc. | 0.04% | Reduce -96.3% | 1,089 | $342K |
| Drake & Associates, LLC | 0.11% | No change | 1,083 | $341K |
| Encompass Wealth Advisors, LLC | 0.09% | No change | 1,075 | $338K |
| Evergreen Capital Management LLC | 0.01% | Add +3.6% | 1,067 | $335K |
| Moss Adams Wealth Advisors LLC | 0.04% | No change | 1,062 | $334K |
| Silver Oak Advisory Group, Inc. | 0.17% | No change | 1,061 | $333K |
| Telos Capital Management, Inc. | 0.03% | New | 1,059 | $333K |
| Marcum Wealth, LLC | 0.03% | No change | 1,056 | $332K |
| World Investment Advisors | 0.01% | Add +44.8% | 1,054 | $331K |
| EWG Elevate Inc. | 0.13% | No change | 1,051 | $330K |
| Missouri Trust & Investment Co | 0.12% | No change | 1,050 | $330K |
| Rockport Wealth LLC | 0.09% | New | 1,048 | $329K |
| Investmark Advisory Group LLC | 0.16% | Add +0.3% | 1,047 | $329K |
| Beirne Wealth Consulting Services, LLC | 0.12% | Reduce -11.7% | 1,046 | $329K |
| Wedbush Securities Inc. | 0.01% | Reduce -3.9% | 1,047 | $329K |
| Keystone Wealth Services, LLC | 0.09% | Add +0.2% | 1,045 | $328K |
| Madison Wealth Partners, Inc | 0.10% | No change | 1,041 | $327K |
| Saxon Interests, Inc. | 0.15% | No change | 1,033 | $325K |
| Scharf Investments, LLC | 0.01% | Reduce -8.0% | 1,030 | $324K |
| New Century Financial Group, LLC | 0.12% | Add +17.6% | 1,029 | $324K |
| Lanark Financial, Inc. | 0.03% | No change | 1,008 | $316K |
| Bristlecone Advisors, LLC | 0.03% | No change | 1,001 | $315K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Reduce -27.3% | 1,001 | $315K |
| Uptick Partners, LLC | 0.13% | Add +38.3% | 1,000 | $314K |
| Advocate Group LLC | 0.06% | No change | 1,000 | $314K |
| Migdal Insurance & Financial Holdings Ltd. | 0.01% | Reduce -6.7% | 998 | $314K |
| Accelerate Investment Advisors LLC | 0.31% | — | 995 | $313K |
| Glass Jacobson Investment Advisors llc | 0.10% | Add +1.3% | 991 | $312K |
| New Republic Capital, LLC | 0.18% | No change | 982 | $309K |
| Cardinal Point Capital Management ULC | 0.05% | No change | 979 | $308K |
| Cambridge Capital Management, LLC | 0.20% | No change | 978 | $307K |
| FFT Wealth Management LLC | 0.02% | Add +0.2% | 977 | $307K |
| S.A. Mason LLC | 0.16% | No change | 975 | $307K |
| KCM Investment Advisors LLC | 0.01% | No change | 975 | $307K |
| One Capital Management, LLC | 0.01% | Reduce -10.4% | 975 | $307K |
| Howard Wealth Management, LLC | 0.18% | Add +0.2% | 974 | $306K |
| Foundations Investment Advisors, LLC | 0.01% | Add +10.7% | 972 | $306K |
| Revolve Wealth Partners, LLC | 0.05% | No change | 967 | $304K |
| Aft, Forsyth & Company, Inc. | 0.15% | Add +0.3% | 966 | $304K |
| Tenon Financial LLC | 0.20% | No change | 966 | $304K |
| Crescent Grove Advisors, LLC | 0.03% | No change | 965 | $303K |
| Gibson Capital, LLC | 0.06% | No change | 958 | $301K |
| Fulcrum Capital LLC | 0.07% | Reduce -47.2% | 957 | $301K |
| CENTRAL TRUST Co | 0.01% | Add +20.1% | 952 | $299K |
| Delta Asset Management LLC | 0.03% | No change | 950 | $299K |
| Olde Wealth Management, LLC | 0.11% | No change | 951 | $298K |
| Fifth Third Wealth Advisors LLC | 0.02% | Add +28.5% | 942 | $296K |
| NBT Bank, N.A. | 0.02% | No change | 937 | $295K |
| King Wealth Management Group | 0.05% | Add +73.0% | 1,543 | $293K |
| Advus Financial Partners, LLC | 0.08% | Reduce -8.2% | 927 | $291K |
| Smith Anglin Financial, LLC | 0.03% | No change | 924 | $290K |
| Avantax Planning Partners, Inc. | 0.01% | Add +14.5% | 924 | $290K |
| Bigelow Investment Advisors, LLC | 0.13% | Reduce -2.6% | 920 | $289K |
| Wade Financial Advisory, Inc | 0.10% | No change | 920 | $289K |
| Shared Vision Wealth Group LLC | 0.15% | Reduce -0.1% | 918 | $289K |
| Accretive Wealth Partners, LLC | 0.12% | No change | 916 | $288K |
| ODonnell Financial Services, LLC | 0.12% | No change | 914 | $287K |
| Capital Advisors Inc. | 0.01% | Add +7.3% | 914 | $287K |
| Juncture Wealth Strategies, LLC | 0.11% | No change | 913 | $287K |
| First Trust Direct Indexing L.P. | 0.02% | Add +1.0% | 910 | $286K |
| Valley Forge Investment Consultants Inc. Adv | 0.10% | Add +0.3% | 903 | $284K |
| Embree Financial Group | 0.05% | No change | 900 | $283K |
| Detalus Advisors, LLC | 0.09% | Add +15.1% | 891 | $280K |
| Keb Asset Management, LLC | 0.08% | No change | 888 | $279K |
| CIC Wealth, LLC | 0.07% | No change | 885 | $278K |
| Alesco Advisors, LLC, An ESL Co | 0.01% | No change | 885 | $278K |
| Eagle Ridge Investment Management | 0.02% | Reduce -77.8% | 881 | $277K |
| Werba Rubin Papier Wealth Management | 0.06% | New | 879 | $276K |
| Quest Investment Management LLC | 0.03% | No change | 875 | $275K |
| MidAtlantic Capital Management, Inc. | 0.20% | Add +39.9% | 869 | $273K |
| Sage Rhino Capital LLC | 0.06% | No change | 868 | $273K |
| Better Money Decisions, LLC | 0.19% | Reduce -6.4% | 865 | $272K |
| Russell Investments Group, Ltd. | 0.00% | Add +28.0% | 860 | $270K |
| Wealth Advisors of Iowa, LLC | 0.14% | New | 855 | $269K |
| Principle Wealth Partners LLC | 0.02% | No change | 854 | $268K |
| Ritholtz Wealth Management | 0.01% | Reduce -4.6% | 854 | $268K |
| Financial Alternatives, Inc | 0.19% | No change | 851 | $268K |
| Amplius Wealth Advisors, LLC | 0.03% | No change | 850 | $267K |
| Kanawha Capital Management LLC | 0.02% | No change | 849 | $267K |
| One Charles Private Wealth Services, LLC | 0.10% | No change | 848 | $267K |
| Venture Visionary Partners LLC | 0.01% | No change | 848 | $267K |
| Benchmark Investment Advisors LLC | 0.19% | Add +2.4% | 842 | $265K |
| First Commonwealth Financial Corp | 0.06% | No change | 840 | $264K |
| Covenant Partners, LLC | 0.08% | No change | 839 | $264K |
| RAM Investment Partners, LLC | 0.07% | New | 836 | $263K |
| Madison Asset Management, LLC | 0.00% | New | 835 | $263K |
| Allred Capital Management, LLC | 0.10% | No change | 835 | $263K |
| Exencial Wealth Advisors, LLC | 0.01% | Add +0.2% | 831 | $261K |
| Gryphon Financial Partners LLC | 0.04% | Reduce -17.8% | 830 | $261K |
| Traynor Capital Management, Inc. | 0.02% | Reduce -36.5% | 828 | $260K |
| Hill Investment Group Partners, LLC | 0.04% | No change | 869 | $259K |
| Greenhouse Wealth Management, LLC | 0.17% | Reduce -25.9% | 824 | $259K |
| Calton & Associates, Inc. | 0.10% | New | 823 | $259K |
| Bar Harbor Wealth Management | 0.02% | No change | 822 | $258K |
| Advisory Alpha, LLC | 0.01% | New | 819 | $258K |
| Abound Wealth Management | 0.09% | No change | 819 | $257K |
| Lindbrook Capital, LLC | 0.02% | No change | 818 | $257K |
| BlueChip Wealth Advisors LLC | 0.13% | No change | 812 | $255K |
| WealthCollab, LLC | 0.17% | No change | 812 | $255K |
| Klingenstein Fields & Co. LP | 0.01% | No change | 810 | $255K |
| Beacon Harbor Wealth Advisors, Inc. | 0.06% | No change | 808 | $254K |
| Nwam LLC | 0.02% | New | 806 | $254K |
| Hutchinson Capital Management | 0.05% | No change | 806 | $253K |
| Atalanta Sosnoff Capital, LLC | 0.01% | New | 804 | $253K |
| Melfa Wealth Management, Inc. | 0.17% | No change | 800 | $252K |
| Iowa State Bank | 0.05% | No change | 800 | $252K |
| Isthmus Partners, LLC | 0.03% | No change | 795 | $250K |
| Builder Investment Group Inc. | 0.07% | No change | 793 | $249K |
| RMR Capital Management, LLC | 0.21% | New | 788 | $248K |
| Stone Summit Wealth LLC | 0.08% | No change | 788 | $248K |
| Ingalls & Snyder LLC | 0.01% | Add +13.4% | 786 | $247K |
| Lewis Asset Management, LLC | 0.18% | New | 784 | $246K |
| Twelve Points Wealth Management LLC | 0.08% | No change | 783 | $246K |
| MBL Wealth, LLC | 0.03% | Reduce -1.1% | 782 | $246K |
| WestEnd Advisors, LLC | 0.01% | Add +30.6% | 781 | $246K |
| Rollins Financial Advisors, LLC | 0.04% | No change | 779 | $245K |
| EPG Wealth Management LLC | 0.06% | Add +0.0% | 779 | $245K |
| Prestige Wealth Management Group LLC | 0.05% | No change | 779 | $245K |
| 360 Financial, Inc. | 0.09% | No change | 777 | $244K |
| Redhawk Wealth Advisors, Inc. | 0.03% | Reduce -1.0% | 772 | $243K |
| Boston Research & Management Inc. | 0.06% | No change | 768 | $241K |
| Holistic Financial Partners | 0.12% | No change | 760 | $239K |
| Cherrydale Wealth Management, LLC | 0.10% | Add +0.3% | 758 | $238K |
| Fullcircle Wealth LLC | 0.11% | Add +7.3% | 748 | $238K |
| Pallas Capital Advisors LLC | 0.01% | No change | 747 | $237K |
| Washington Trust Bank | 0.02% | No change | 754 | $237K |
| Fortis Capital Management LLC | 0.05% | Reduce -4.8% | 754 | $237K |
| Perennial Investment Advisors, LLC | 0.03% | No change | 750 | $236K |
| Atlantic Union Bankshares Corp | 0.01% | No change | 750 | $236K |
| Acorn Financial Advisory Services Inc. | 0.04% | Reduce -5.5% | 749 | $235K |
| Chevy Chase Trust Holdings, LLC | 0.00% | Reduce -46.7% | 746 | $235K |
| Forte Capital LLC | 0.03% | Reduce -3.9% | 741 | $233K |
| Howland Capital Management LLC | 0.01% | No change | 741 | $233K |
| Athena Investment Management | 0.13% | No change | 734 | $231K |
| 9258 Wealth Management, LLC | 0.03% | Reduce -0.8% | 734 | $231K |
| Mandatum Life Insurance Co Ltd | 0.07% | No change | 731 | $230K |
| Deutsche Bank AG | 0.00% | Add +91.6% | 726 | $228K |
| Boston Family Office LLC | 0.02% | No change | 725 | $228K |
| Faithward Advisors, LLC | 0.04% | New | 724 | $228K |
| Wealth Effects LLC | 0.08% | No change | 723 | $227K |
| LexAurum Advisors, LLC | 0.05% | No change | 723 | $227K |
| Matrix Asset Advisors Inc. | 0.03% | No change | 721 | $227K |
| Freedom Day Solutions, LLC | 0.07% | Reduce -6.5% | 722 | $227K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.02% | Reduce -0.3% | 719 | $226K |
| Carmel Capital Partners, LLC | 0.09% | No change | 717 | $225K |
| Unionview, LLC | 0.17% | Add +0.4% | 715 | $225K |
| True North Advisors, LLC | 0.06% | Reduce -4.7% | 714 | $224K |
| Private Capital Management, LLC | 0.02% | No change | 708 | $223K |
| Watershed Private Wealth LLC | 0.09% | New | 705 | $222K |
| GQG Partners LLC | 0.00% | New | 704 | $221K |
| Evolution Wealth Advisors, LLC | 0.04% | Reduce -8.4% | 704 | $221K |
| Aspect Partners, LLC | 0.12% | No change | 702 | $221K |
| ARS Wealth Advisors Group, LLC | 0.03% | Reduce -3.7% | 701 | $220K |
| Geller Advisors LLC | 0.02% | No change | 701 | $220K |
| State Street Corp. | 0.00% | No change | 700 | $220K |
| Kapstone Financial Advisors LLC | 0.13% | No change | 700 | $219K |
| Ameritas Advisory Services, LLC | 0.01% | Reduce -46.3% | 696 | $219K |
| Horan Securities, Inc. | 0.08% | Add +0.3% | 695 | $219K |
| IPG Investment Advisors LLC | 0.05% | New | 695 | $219K |
| Sigma Planning Corp | 0.01% | Reduce -0.1% | 694 | $218K |
| 626 Financial, LLC | 0.12% | No change | 691 | $217K |
| Fielder Capital Group LLC | 0.07% | No change | 690 | $217K |
| Northwest Quadrant Wealth Management, LLC | 0.05% | Add +0.4% | 688 | $216K |
| Crumly & Associates Inc. | 0.06% | New | 686 | $216K |
| Summit Place Financial Advisors, LLC | 0.12% | Reduce -56.9% | 682 | $214K |
| Old Port Advisors | 0.06% | Add +0.6% | 682 | $214K |
| Financial Gravity Companies, Inc. | 0.06% | — | 681 | $214K |
| New England Professional Planning Group Inc. | 0.11% | No change | 678 | $213K |
| Disciplined Investments, LLC | 0.10% | No change | 676 | $213K |
| Clark Asset Management, LLC | 0.05% | No change | 676 | $213K |
| NovaPoint Capital, LLC | 0.07% | No change | 675 | $212K |
| Pflug Koory, LLC | 0.01% | — | 674 | $212K |
| Calamos Advisors LLC | 0.00% | Reduce -15.4% | 667 | $210K |
| Adams Wealth Management | 0.04% | Reduce -3.8% | 666 | $209K |
| CacheTech Inc. | 0.04% | Reduce -3.8% | 666 | $209K |
| Affinity Wealth Management LLC | 0.04% | New | 665 | $209K |
| Bond & Devick Financial Network, Inc. | 0.09% | New | 663 | $208K |
| Windsor Capital Management, LLC | 0.06% | New | 660 | $207K |
| Silicon Valley Capital Partners | 0.03% | Add +0.3% | 658 | $207K |
| Enterprise Bank & Trust Co | 0.07% | New | 658 | $207K |
| Quadrant Private Wealth Management, LLC | 0.05% | New | 655 | $206K |
| Halpern Financial, Inc. | 0.05% | Add +15.0% | 660 | $206K |
| Beaird Harris Wealth Management, LLC | 0.02% | Add +0.1% | 653 | $205K |
| Fayez Sarofim & Co | 0.00% | New | 651 | $205K |
| Millington Financial Advisors, LLC | 0.13% | New | 650 | $204K |
| United Bank | 0.02% | New | 650 | $204K |
| Spectrum Asset Management, Inc. (NB/CA) | 0.09% | New | 649 | $204K |
| Gould Asset Management LLC | 0.04% | Reduce -7.2% | 644 | $202K |
| NWK Group, Inc. | 0.08% | No change | 640 | $201K |
| Absolute Capital Management, LLC | 0.12% | New | 640 | $201K |
| Concourse Financial Group Securities, Inc. | 0.01% | No change | 632 | $199K |
| Founders Capital Management | 0.12% | No change | 618 | $194K |
| Hobbs Group Advisors, LLC | 0.07% | No change | 595 | $187K |
| M&R Capital Management Inc. | 0.04% | No change | 590 | $185K |
| Financial Connections Group, Inc. | 0.09% | No change | 582 | $182K |
| Hemington Wealth Management | 0.05% | New | 583 | $182K |
| Harbour Investments, Inc. | 0.01% | Add +16.0% | 573 | $180K |
| Creative Financial Designs Inc. | 0.02% | Reduce -1.9% | 569 | $179K |
| Logan Capital Management Inc. | 0.01% | No change | 560 | $176K |
| Private Trust Co. NA | 0.02% | No change | 550 | $173K |
| Blume Capital Management, Inc. | 0.04% | No change | 550 | $173K |
| Rothschild Investment LLC | 0.01% | No change | 549 | $173K |
| Northwest Capital Management Inc | 0.06% | Add +0.4% | 547 | $172K |
| SIMA Wealth Partners, LLC | 0.15% | No change | 539 | $169K |
| Trust Co. of Vermont | 0.01% | No change | 526 | $165K |
| City State Bank | 0.06% | No change | 525 | $165K |
| EverSource Wealth Advisors, LLC | 0.01% | No change | 524 | $165K |
| Pin Oak Investment Advisors Inc. | 0.15% | No change | 516 | $162K |
| Trifecta Capital Advisors, LLC | 0.03% | No change | 500 | $157K |
| GAMMA Investing LLC | 0.01% | No change | 452 | $142K |
| PFG Private Wealth Management, LLC | 0.08% | No change | 434 | $136K |
| Westside Investment Management, Inc. | 0.03% | No change | 430 | $135K |
| AlphaMark Advisors, LLC | 0.05% | No change | 427 | $134K |
| Marquette Associates, Inc. | 0.10% | Reduce -10.6% | 423 | $133K |
| Salomon & Ludwin, LLC | 0.01% | No change | 423 | $133K |
| Pineridge Advisors LLC | 0.05% | Add +0.2% | 416 | $131K |
| Darwin Wealth Management, LLC | 0.04% | New | 413 | $130K |
| Jamison Private Wealth Management, Inc. | 0.02% | No change | 410 | $129K |
| McIlrath & Eck, LLC | 0.02% | Add +16.4% | 404 | $127K |
| Tompkins Financial Corp. | 0.01% | No change | 391 | $123K |
| Coppell Advisory Solutions LLC | 0.02% | Reduce -10.1% | 392 | $123K |
| Cedar Mountain Advisors, LLC | 0.03% | No change | 372 | $117K |
| Beacon Capital Management, LLC | 0.02% | No change | 372 | $117K |
| SouthState Bank Corp | 0.01% | No change | 370 | $116K |
| Breakwater Investment Management | 0.05% | No change | 363 | $114K |
| Family Manage LLC | 0.02% | No change | 350 | $110K |
| Smartleaf Asset Management LLC | 0.01% | No change | 348 | $109K |
| Northwest Financial Advisors | 0.09% | New | 342 | $108K |
| Center for Financial Planning, Inc. | 0.01% | No change | 332 | $104K |
| Stuart Chaussee & Associates, Inc. | 0.03% | No change | 320 | $101K |
| Eukles Asset Management | 0.04% | No change | 315 | $99K |
| Paladin Advisory Group, LLC | 0.07% | No change | 308 | $97K |
| Frazier Financial Advisors, LLC | 0.07% | Reduce -7.7% | 300 | $94K |
| Milestone Investment Advisors LLC | 0.03% | No change | 300 | $94K |
| Pacific Center for Financial Services | 0.02% | No change | 286 | $90K |
| Brown, Lisle/Cummings, Inc. | 0.03% | No change | 279 | $88K |
| Independence Bank of Kentucky | 0.02% | New | 278 | $87K |
| Pacifica Partners Inc. | 0.03% | Reduce -1.8% | 267 | $84K |
| Peterson Financial Group, Inc. | 0.32% | New | 263 | $83K |
| Maryland Capital Advisors Inc. | 0.04% | No change | 261 | $82K |
| Hantz Financial Services, Inc. | 0.00% | No change | 260 | $82K |
| HHM Wealth Advisors, LLC | 0.01% | No change | 258 | $81K |
| Northwest Investment Counselors, LLC | 0.02% | New | 250 | $79K |
| Robinson Capital Management, LLC | 0.03% | No change | 250 | $78K |
| Palouse Capital Management, Inc. | 0.05% | No change | 241 | $76K |
| Tanaka Capital Management Inc. | 0.17% | No change | 235 | $74K |
| Sugarloaf Wealth Management, LLC | 0.01% | No change | 222 | $70K |
| GeoWealth Management, LLC | 0.00% | Reduce -77.8% | 217 | $68K |
| Main Management LLC | 0.01% | No change | 208 | $65K |
| Global Financial Private Client, LLC | 0.02% | No change | 201 | $63K |
| Allspring Global Investments Holdings, LLC | 0.00% | Add +23.3% | 196 | $62K |
| Capital Investment Advisory Services, LLC | 0.01% | Reduce -15.9% | 185 | $58K |
| FSA Wealth Management LLC | 0.02% | — | 180 | $57K |
| SYM FINANCIAL Corp | 0.01% | No change | 178 | $56K |
| Koesten, Hirschmann & Crabtree, INC. | 0.03% | No change | 177 | $56K |
| JNBA Financial Advisors | 0.01% | No change | 174 | $55K |
| Horizons Wealth Management | 0.04% | No change | 170 | $53K |
| Valley National Advisers Inc. | 0.01% | Reduce -8.6% | 170 | $53K |
| WealthShield Partners, LLC | 0.01% | Add +568.0% | 167 | $53K |
| Providence Capital Advisors, LLC | 0.01% | No change | 162 | $51K |
| ZynergyRetirementPlanningLLC | 0.03% | No change | 150 | $47K |
| Ritter Daniher Financial Advisory LLC / DE | 0.01% | Reduce -30.3% | 147 | $46K |
| Farmers & Merchants Trust Co of Chambersburg PA | 0.02% | No change | 145 | $46K |
| Amundi | 0.00% | Add +75.9% | 146 | $46K |
| Chilton Capital Management LLC | 0.00% | No change | 145 | $46K |
| Oliver Lagore Vanvalin Investment Group | 0.01% | No change | 143 | $45K |
| Robinswood Financial LLC | 0.02% | No change | 142 | $45K |
| Rosenberg Matthew Hamilton | 0.01% | Add +14.3% | 136 | $43K |
| Avion Wealth | 0.01% | No change | 130 | $40K |
| Cordgrass Capital Advisors, LLC | 0.01% | No change | 125 | $39K |
| Silver Oak Securities, Incorporated | 0.00% | New | 120 | $38K |
| Archer Investment Corp | 0.01% | New | 117 | $37K |
| GW&K Investment Management, LLC | 0.00% | No change | 114 | $36K |
| Mb, Levis & Associates, LLC | 0.02% | No change | 114 | $36K |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 109 | $34K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 106 | $33K |
| Peachtree Investment Partners, LLC | 0.01% | No change | 104 | $33K |
| Clarkston Capital Partners, LLC | 0.00% | New | 103 | $32K |
| MTM Investment Management, LLC | 0.01% | No change | 100 | $31K |
| LRI Investments, LLC | 0.00% | No change | 96 | $31K |
| Winch Advisory Services, LLC | 0.01% | New | 96 | $30K |
| Arax Advisory Partners | 0.00% | No change | 96 | $30K |
| Sound Income Strategies, LLC | 0.00% | Add +239.3% | 95 | $30K |
| Caldwell Trust Co | 0.00% | No change | 88 | $28K |
| Howe & Rusling Inc. | 0.00% | Reduce -49.7% | 86 | $27K |
| Angeles Wealth Management, LLC | 0.00% | Reduce -22.7% | 85 | $27K |
| St Germain D J Co. Inc. | 0.00% | New | 76 | $24K |
| Transcendent Capital Group LLC | 0.01% | Reduce -24.7% | 73 | $23K |
| AllSquare Wealth Management LLC | 0.01% | No change | 66 | $21K |
| Atlantic Edge Private Wealth Management, LLC | 0.01% | No change | 65 | $20K |
| Laurel Wealth Advisors LLC | 0.00% | No change | 65 | $20K |
| Elevation Wealth Partners, LLC | 0.01% | No change | 64 | $20K |
| Caitlin John, LLC | 0.01% | No change | 61 | $20K |
| Glen Eagle Advisors, LLC | 0.00% | No change | 59 | $19K |
| WR Wealth Planners, LLC | 0.01% | Reduce -69.6% | 58 | $18K |
| Marquette Asset Management, LLC | 0.00% | New | 57 | $18K |
| Colonial Trust Co / SC | 0.00% | Reduce -5.2% | 55 | $17K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 50 | $16K |
| Dunhill Financial, LLC | 0.01% | Add +70.4% | 46 | $15K |
| Vermillion & White Wealth Management Group, LLC | 0.01% | No change | 45 | $14K |
| Arcadia Investment Management Corp. | 0.00% | Reduce -91.4% | 45 | $14K |
| Householder Group Estate & Retirement Specialist, LLC | 0.00% | No change | 43 | $13K |
| Talon Private Wealth, LLC | 0.00% | — | 41 | $13K |
| Tradewinds Capital Management, LLC | 0.00% | New | 40 | $13K |
| Bangor Savings Bank | 0.00% | No change | 38 | $12K |
| IAG Wealth Partners, LLC | 0.00% | No change | 37 | $12K |
| Hoey Investments, Inc. | 0.00% | No change | 39 | $12K |
| Angeles Investment Advisors, LLC | 0.00% | No change | 32 | $10K |
| Steph & Co. | 0.00% | No change | 30 | $9K |
| Strategic Investment Solutions, Inc. | 0.00% | No change | 25 | $8K |
| Piscataqua Savings Bank | 0.01% | No change | 25 | $8K |
| Peoples Bank | 0.00% | No change | 23 | $7K |
| Mowery & Schoenfeld Wealth Management, LLC | 0.01% | No change | 22 | $7K |
| Davis Capital Management | 0.01% | No change | 21 | $7K |
| Cardiff Park Advisors, LLC | 0.00% | No change | 19 | $6K |
| Barrett & Company, Inc. | 0.00% | No change | 17 | $5K |
| Princeton Global Asset Management LLC | 0.00% | No change | 16 | $5K |
| Hexagon Capital Partners LLC | 0.00% | No change | 16 | $5K |
| Headlands Technologies LLC | 0.00% | Reduce -96.9% | 15 | $5K |
| National Bank of Canada | 0.00% | No change | 15 | $5K |
| Continuum Advisory, LLC | 0.00% | No change | 13 | $4K |
| Arlington Trust Co LLC | 0.00% | No change | 11 | $3K |
| Weaver Capital Management LLC | 0.00% | No change | 2 | $629 |
"% of holder's portfolio" is IWB's weight in each manager's 13F, not the share of iShares Russell 1000 ETF the manager owns.