iShares Russell 1000 ETFIWBETF
13F holders, Q4 2024 (December 31)1,359holders +89
72new positions
43sold out
8famous investors
$322.17avg. 13F price*
At the end of Q4 2024, 1,359 institutions reported holding iShares Russell 1000 ETF (IWB) in their 13F filings, up 89 from Q3 2024. 72 opened new positions and 43 sold out. The largest holders were FMR LLC ($3.2B), Jones Financial Companies LLLP ($3.1B) and Envestnet Asset Management Inc. ($1.5B). 8 famous investors held it, including Israel Englander (0.7% of Millennium Management's portfolio), Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- iShares Russell 1000 ETF
- CUSIP
- 464287622
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 72 | $251.3M |
| Exits | 43 | $143.3M |
All 13F filers, Q3 2024 → Q4 2024: 7,238,788 shares bought and 2,685,295 shares sold, net +4,553,493 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,359 holders
| FMR LLC | 0.19% | Reduce -1.4% | 9,844,574 | $3.2B |
| Jones Financial Companies LLLP | 2.98% | Add +5.0% | 9,740,751 | $3.1B |
| Envestnet Asset Management Inc. | 0.48% | Add +9.9% | 4,682,078 | $1.5B |
| Bank of America Corp. | 0.12% | Add +12.5% | 4,094,981 | $1.3B |
| M&T Bank Corp | 3.33% | Reduce -0.8% | 3,083,704 | $993.4M |
| Northern Trust Corp. | 0.12% | Reduce -0.9% | 2,681,504 | $863.9M |
| Millennium Management | 0.72% | Add +22234.2% | 2,510,358 | $808.7M |
| PNC Financial Services Group, Inc. | 0.53% | Reduce -1.3% | 2,437,281 | $785.2M |
| LPL Financial LLC | 0.32% | Add +1.0% | 2,417,657 | $778.9M |
| Morgan Stanley | 0.05% | Reduce -22.5% | 2,184,687 | $703.8M |
| BlackRock, Inc. | 0.01% | Add +12.6% | 1,949,924 | $628.2M |
| Goldman Sachs Group Inc. | 0.11% | Reduce -17.2% | 1,829,425 | $589.4M |
| Millburn Ridgefield LLC | 12.94% | Add +5.1% | 1,605,165 | $517.1M |
| Catalyst Capital Advisors LLC | 11.02% | Add +5.1% | 1,605,165 | $517.1M |
| Wells Fargo & Company | 0.12% | Add +3.1% | 1,511,222 | $486.9M |
| Johnson Investment Counsel Inc. | 4.17% | Add +3.0% | 1,329,268 | $428.2M |
| JPMorgan Chase & Co. | 0.03% | Add +6.5% | 1,264,126 | $407.3M |
| Bokf, NA | 6.71% | Reduce -0.7% | 1,243,032 | $397.2M |
| Northwestern Mutual Wealth Management Co. | 0.33% | Reduce -0.2% | 1,216,618 | $391.9M |
| Pathstone Holdings, LLC | 1.66% | Add +1.8% | 1,168,393 | $376.4M |
| UBS Group AG | 0.07% | Add +4.5% | 965,331 | $311.0M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.66% | Reduce -4.7% | 949,000 | $305.7M |
| Captrust Financial Advisors | 0.86% | Reduce -1.7% | 936,323 | $301.6M |
| Focus Partners Wealth | 0.77% | Add +21.9% | 918,403 | $295.9M |
| National Mutual Insurance Federation of Agricultural Cooperatives | 2.18% | No change | 791,000 | $254.8M |
| CHURCHILL MANAGEMENT Corp | 2.78% | Add +5.8% | 790,933 | $254.8M |
| Legacy Wealth Management, LLC | 16.08% | Reduce -0.5% | 777,699 | $250.5M |
| Mercer Global Advisors Inc. | 0.61% | Reduce -1.4% | 774,884 | $249.6M |
| Cerity Partners LLC | 0.52% | Add +7.6% | 738,053 | $237.8M |
| Capstone Financial Advisors, Inc. | 13.55% | Reduce -2.1% | 680,762 | $219.3M |
| Creative Planning | 0.20% | Reduce -0.9% | 652,649 | $210.3M |
| Johns Hopkins University | 7.70% | No change | 634,929 | $204.5M |
| Raymond James Financial Inc. | 0.07% | — | 609,068 | $196.2M |
| Tiaa Trust, National Association | 0.57% | Reduce -2.2% | 580,018 | $187.2M |
| Comerica Bank | 0.75% | Add +0.4% | 575,484 | $185.4M |
| US Bancorp \de | 0.24% | Reduce -0.3% | 570,452 | $183.8M |
| Constellation Investments, Inc. | 8.29% | — | 565,441 | $182.2M |
| Daido Life Insurance Co. | 21.23% | No change | 537,123 | $173.0M |
| Red Cedar Investment Management, LLC | 21.11% | Reduce -1.1% | 521,578 | $168.0M |
| Royal Bank of Canada | 0.04% | Reduce -11.7% | 515,676 | $166.1M |
| Halbert Hargrove Global Advisors, LLC | 9.19% | Reduce -1.1% | 508,479 | $163.8M |
| Mariner, LLC | 0.27% | Add +0.5% | 505,935 | $163.0M |
| Empower Advisory Group, LLC | 0.54% | Reduce -2.3% | 501,752 | $161.6M |
| CIBC Private Wealth Group LLC | 0.29% | Add +26.0% | 493,563 | $160.1M |
| HighTower Advisors, LLC | 0.21% | Add +0.5% | 486,387 | $156.7M |
| Ameriprise Financial Inc. | 0.04% | Add +2.2% | 484,944 | $156.1M |
| Truist Financial Corp. | 0.23% | Add +11.8% | 452,883 | $145.9M |
| Sumitomo Mitsui Financial Group, Inc. | 1.72% | New | 400,000 | $129.4M |
| Fifth Third Bancorp | 0.47% | Reduce -1.9% | 398,558 | $128.4M |
| Two Sigma Investments, LP | 0.29% | Add +175.8% | 379,000 | $122.1M |
| MPS Loria Financial Planners, LLC | 36.04% | Reduce -1.7% | 377,918 | $121.8M |
| HSBC Holdings PLC | 0.08% | Reduce -1.0% | 377,748 | $121.7M |
| Arbor Investment Advisors, LLC | 15.69% | Reduce -1.3% | 345,708 | $111.4M |
| Wealth Enhancement Advisory Services, LLC | 0.21% | Add +10.3% | 339,227 | $109.3M |
| Waverly Advisors, LLC | 1.67% | Reduce -0.6% | 334,499 | $107.8M |
| McKinley Carter Wealth Services, Inc. | 6.12% | Reduce -3.1% | 310,196 | $99.9M |
| Brown Advisory Inc. | 0.12% | Add +109.0% | 290,455 | $93.6M |
| Bank of Montreal | 0.05% | Add +1.8% | 289,397 | $93.2M |
| Cetera Investment Advisers | 0.19% | Add +5.8% | 277,205 | $89.3M |
| AMG National Trust Bank | 2.23% | Reduce -2.6% | 249,903 | $80.8M |
| Winthrop Advisory Group LLC | 9.68% | Reduce -0.5% | 250,392 | $80.7M |
| Stifel Financial Corp. | 0.08% | Add +23.6% | 247,251 | $79.7M |
| Baird Financial Group, Inc. | 0.15% | Reduce -0.8% | 238,935 | $77.0M |
| Parkside Advisors LLC | 17.42% | Reduce -0.7% | 229,428 | $73.9M |
| Envestnet Portfolio Solutions, Inc. | 0.24% | Add +13.8% | 228,141 | $73.5M |
| Ballentine Partners, LLC | 1.24% | Reduce -1.3% | 225,096 | $72.5M |
| BOK Financial Private Wealth, Inc. | 5.25% | Reduce -1.6% | 224,477 | $72.3M |
| Commonwealth Equity Services, LLC | 0.10% | Add +4.8% | 216,785 | $69.8M |
| JFS Wealth Advisors, LLC | 4.74% | Reduce -1.4% | 215,164 | $69.3M |
| Lake Street Advisors Group, LLC | 3.18% | Add +0.0% | 213,683 | $68.8M |
| Schroder Investment Management Group | 0.07% | Reduce -20.5% | 210,064 | $67.9M |
| Commerce Bank | 0.40% | Add +58.4% | 203,869 | $65.7M |
| EPIQ Capital Group, LLC | 17.07% | Add +3.0% | 203,092 | $65.4M |
| WASHINGTON TRUST Co | 2.30% | Reduce -1.6% | 199,122 | $64.1M |
| NorthCoast Asset Management LLC | 0.30% | Reduce -2.4% | 189,407 | $61.0M |
| Jordan Park Group LLC | 4.48% | Add +5.1% | 188,304 | $60.7M |
| Obsidian Cio, LLC | 10.85% | Reduce -1.4% | 184,410 | $59.4M |
| Brighton Jones LLC | 1.70% | Add +3.4% | 182,541 | $58.8M |
| BNP Paribas Financial Markets | 0.05% | Add +643.6% | 182,496 | $58.8M |
| Enclave Advisors LLC | 9.27% | Reduce -2.4% | 174,963 | $56.4M |
| Bank of New York Mellon Corp | 0.01% | Reduce -0.1% | 173,017 | $55.7M |
| Principal Securities, Inc. | 1.20% | Add +3.5% | 165,805 | $53.4M |
| Choreo, LLC | 0.75% | Reduce -0.9% | 162,151 | $52.3M |
| Cambridge Investment Research Advisors, Inc. | 0.17% | Add +3.8% | 153,325 | $49.4M |
| HBC Financial Services, PLLC | 30.16% | Reduce -3.3% | 152,745 | $49.2M |
| MML Investors Services, LLC | 0.17% | Reduce -0.9% | 151,618 | $48.8M |
| Nixon Peabody Trust Co. | 3.85% | Reduce -0.6% | 145,033 | $46.7M |
| Corient Private Wealth LP | 0.08% | Reduce -14.4% | 144,843 | $46.4M |
| Cambridge Associates LLC /Ma/ | 1.48% | No change | 143,760 | $46.3M |
| Conservest Capital Advisors, Inc. | 4.72% | Add +0.1% | 141,738 | $45.7M |
| US Financial Advisors, LLC | 13.82% | Add +1.9% | 139,531 | $45.0M |
| Equitable Holdings, Inc. | 0.42% | Add +1.4% | 138,279 | $44.5M |
| Ieq Capital, LLC | 0.43% | Add +13.6% | 138,275 | $44.5M |
| St. Louis Trust Co | 6.34% | Reduce -1.0% | 137,738 | $44.4M |
| DT Investment Partners, LLC | 3.42% | Reduce -3.1% | 125,404 | $40.4M |
| NewEdge Advisors, LLC | 0.24% | Add +8.2% | 125,000 | $40.3M |
| Keel Point, LLC | 3.16% | Reduce -0.5% | 122,573 | $39.5M |
| American Financial Advisors, LLC | 5.54% | Reduce -1.1% | 121,973 | $39.3M |
| Brewster Financial Planning LLC | 29.30% | Reduce -2.6% | 120,074 | $38.7M |
| Wealthfront Advisers LLC | 0.11% | Add +22.6% | 117,974 | $38.0M |
| Rockefeller Capital Management L.P. | 0.10% | Add +2.9% | 117,207 | $37.8M |
| Osaic Holdings, Inc. | 0.08% | Add +0.7% | 115,467 | $37.2M |
| Beacon Pointe Advisors, LLC | 0.41% | Add +2.7% | 114,427 | $36.9M |
| Sachem Hill LLC | 7.61% | Reduce -1.0% | 113,144 | $36.5M |
| Sigma Investment Counselors Inc. | 2.11% | Reduce -0.9% | 111,664 | $36.0M |
| Montag A & Associates Inc. | 1.68% | Add +0.6% | 109,763 | $35.4M |
| Busey Bank | 1.15% | Reduce -1.0% | 108,414 | $34.9M |
| Financial Management Professionals, Inc. | 4.40% | Add +2.2% | 107,969 | $34.8M |
| Whittier Trust Co. of Nevada Inc. | 0.83% | Add +1.7% | 105,513 | $34.0M |
| Franklin, Parlapiano, Turner & Welch, LLC | 9.12% | Reduce -3.3% | 104,647 | $33.7M |
| Hoge Financial Services, LLC | 24.37% | Add +0.5% | 103,306 | $33.3M |
| RTD Financial Advisors, Inc. | 4.16% | Reduce -1.4% | 100,705 | $32.4M |
| JT Stratford LLC | 5.29% | Add +11.1% | 99,454 | $32.0M |
| Wealthspire Advisors, LLC | 0.31% | Add +0.0% | 95,881 | $30.9M |
| Wescott Financial Advisory Group, LLC | 3.13% | Reduce -1.4% | 93,909 | $30.3M |
| Legacy Advisors, LLC | 2.84% | Add +3.3% | 90,961 | $29.3M |
| XML Financial, LLC | 2.64% | Add +7.6% | 89,377 | $28.8M |
| Pitcairn Co. | 1.69% | Add +10.2% | 88,777 | $28.6M |
| Kestra Advisory Services, LLC | 0.16% | Add +5.4% | 88,217 | $28.4M |
| Robertson Stephens Wealth Management, LLC | 1.01% | Reduce -2.8% | 88,068 | $28.4M |
| Parker Investment Management, LLC | 4.42% | No change | 87,954 | $28.3M |
| Gray Private Wealth, LLC | 16.86% | Reduce -1.6% | 87,858 | $28.3M |
| Whittier Trust Co. | 0.37% | Reduce -14.4% | 86,383 | $27.8M |
| May Hill Capital, LLC | 10.73% | — | 86,015 | $27.7M |
| Wilmington Savings Fund Society, FSB | 0.50% | No change | 85,645 | $27.6M |
| Argent Capital Management LLC | 0.77% | New | 84,815 | $27.3M |
| Allen Investment Management, LLC | 0.31% | Reduce -0.1% | 82,310 | $26.5M |
| Opus Capital Group, LLC | 3.35% | Reduce -0.4% | 81,780 | $26.3M |
| Blair William & Co. | 0.08% | Reduce -0.7% | 81,284 | $26.2M |
| Stephens Inc. | 0.36% | Add +6.9% | 80,153 | $25.8M |
| MAI Capital Management | 0.19% | Add +4.7% | 79,166 | $25.5M |
| Sequoia Financial Advisors, LLC | 0.24% | Reduce -2.4% | 78,690 | $25.4M |
| Copperwynd Financial, LLC | 6.91% | Add +4.7% | 77,699 | $25.0M |
| Sachetta, LLC | 9.86% | Reduce -0.4% | 77,526 | $25.0M |
| BTC Capital Management, Inc. | 2.29% | Add +6.1% | 76,841 | $24.8M |
| Act Wealth Management, LLC | 11.28% | Add +0.8% | 74,879 | $24.1M |
| NorthRock Partners, LLC | 0.78% | Reduce -4.2% | 74,188 | $23.9M |
| Rhumbline Advisers | 0.02% | Reduce -25.9% | 74,028 | $23.8M |
| FineMark National Bank & Trust | 0.82% | Reduce -0.7% | 72,575 | $23.4M |
| Cresset Asset Management, LLC | 0.11% | Reduce -3.5% | 69,349 | $22.3M |
| Aspiriant, LLC | 0.80% | Add +1.6% | 68,926 | $22.2M |
| Koss-Olinger Consulting, LLC | 1.93% | Reduce -1.4% | 68,323 | $22.0M |
| Orion Porfolio Solutions, LLC | 0.22% | Add +27.6% | 67,690 | $21.8M |
| Orion Portfolio Solutions, LLC | 0.22% | Add +27.6% | 67,690 | $21.8M |
| OneDigital Investment Advisors LLC | 0.25% | Reduce -3.4% | 67,074 | $21.6M |
| Modera Wealth Management, LLC | 0.26% | Reduce -1.4% | 66,853 | $21.5M |
| Coldstream Capital Management Inc. | 0.46% | Add +0.4% | 66,264 | $21.3M |
| Mission Wealth Management, LP | 0.51% | Add +329.5% | 65,972 | $21.3M |
| Clearstead Advisors, LLC | 0.32% | Add +0.0% | 65,747 | $21.2M |
| AQR Capital Management | 0.03% | Add +104.6% | 65,058 | $21.0M |
| Paragon Capital Management LLC | 11.05% | Reduce -1.9% | 64,006 | $20.6M |
| Cornerstone Wealth Group, LLC | 1.62% | Reduce -0.5% | 61,524 | $19.8M |
| Moneta Group Investment Advisors LLC | 0.28% | Add +2.1% | 61,206 | $19.7M |
| Trust Point Inc. | 1.35% | No change | 60,320 | $19.4M |
| Austin Private Wealth, LLC | 1.81% | Reduce -0.4% | 59,973 | $19.3M |
| Davis R M Inc. | 0.38% | Add +3.8% | 59,948 | $19.3M |
| Turtle Creek Wealth Advisors, LLC | 4.43% | Add +166.7% | 59,604 | $19.2M |
| Fsa Wealth Partners, Inc. | 4.47% | Add +3.1% | 59,193 | $19.1M |
| Integrated Wealth Concepts LLC | 0.22% | Add +1.6% | 58,902 | $19.0M |
| Boston Financial Mangement LLC | 0.57% | Reduce -6.0% | 58,391 | $18.8M |
| Centerpoint Advisors, LLC | 6.59% | Reduce -7.5% | 58,387 | $18.8M |
| Legal & General Group Plc | 0.00% | Add +13.2% | 57,176 | $18.4M |
| Thrivent Financial for Lutherans | 0.03% | Reduce -17.7% | 54,179 | $17.8M |
| Neuberger Berman Group LLC | 0.01% | Reduce -24.3% | 54,405 | $17.5M |
| Badgley Phelps Wealth Managers, LLC | 0.41% | Reduce -0.5% | 54,353 | $17.5M |
| Auxano Advisors, LLC | 4.39% | Reduce -0.8% | 54,106 | $17.4M |
| Single Point Partners, LLC | 4.01% | New | 54,061 | $17.4M |
| Twin Focus Capital Partners, LLC | 2.54% | Reduce -1.2% | 53,284 | $17.2M |
| Johnson Financial Group, Inc. | 0.81% | Reduce -5.3% | 51,271 | $17.0M |
| Mullaney, Keating & Wright, Inc. | 11.40% | Reduce -3.9% | 52,442 | $16.9M |
| 1900 Wealth Management LLC | 1.42% | Reduce -0.0% | 52,349 | $16.9M |
| Chartist Inc. | 8.73% | Reduce -1.2% | 52,311 | $16.9M |
| Glenmede Trust Co. NA | 0.09% | Reduce -16.3% | 52,297 | $16.8M |
| Campbell Wealth Management | 1.50% | Add +7.8% | 51,848 | $16.7M |
| Perigon Wealth Management, LLC | 0.41% | Reduce -7.6% | 50,844 | $16.6M |
| UMB Bank, n.a. | 0.26% | Reduce -0.4% | 51,391 | $16.6M |
| Tortoise Investment Management, LLC | 1.69% | Reduce -1.4% | 49,626 | $16.0M |
| Bordeaux Wealth Advisors LLC | 2.52% | No change | 48,639 | $15.7M |
| Savant Capital, LLC | 0.12% | Add +8.0% | 47,065 | $15.2M |
| Rice Partnership, LLC | 2.85% | Reduce -2.8% | 46,391 | $14.9M |
| Sei Investments Co. | 0.02% | Add +630.1% | 46,259 | $14.9M |
| Glassman Wealth Services | 2.51% | Reduce -0.8% | 46,235 | $14.9M |
| Curi Capital, LLC | 0.34% | Reduce -14.2% | 45,476 | $14.7M |
| Trust Co | 1.67% | Add +0.5% | 45,239 | $14.6M |
| Utah Retirement Systems | 0.16% | Add +108.5% | 44,100 | $14.2M |
| AlTi Global, Inc. | 0.34% | Reduce -0.9% | 43,780 | $14.1M |
| Cwm, LLC | 0.06% | Reduce -15.4% | 43,311 | $14.0M |
| Bessemer Group Inc. | 0.02% | Add +0.0% | 43,130 | $13.9M |
| Latigo Investments, LLC | 6.97% | No change | 42,556 | $13.7M |
| Northstar Financial Companies, Inc. | 12.89% | — | 42,272 | $13.6M |
| New England Private Wealth Advisors LLC | 2.15% | Add +0.3% | 42,173 | $13.6M |
| Centennial Bank | 6.34% | Reduce -5.2% | 41,839 | $13.5M |
| Glenview Trust Co | 0.25% | Reduce -0.6% | 41,544 | $13.4M |
| JMG Financial Group, Ltd. | 0.45% | Reduce -0.4% | 41,395 | $13.3M |
| Renaissance Technologies | 0.02% | New | 40,500 | $13.0M |
| YHB Investment Advisors, Inc. | 1.06% | Reduce -2.4% | 40,038 | $12.9M |
| Jaffetilchin Investment Partners, LLC | 0.93% | Add +0.0% | 39,697 | $12.8M |
| Clarius Group, LLC | 0.87% | No change | 39,400 | $12.7M |
| Journey Strategic Wealth LLC | 0.47% | Add +1.3% | 39,138 | $12.6M |
| Fiduciary Trust Co | 0.16% | No change | 38,610 | $12.4M |
| Bradley Foster & Sargent Inc. | 0.21% | Reduce -0.3% | 37,877 | $12.2M |
| Bartlett & Co. Wealth Management LLC | 0.18% | Add +0.2% | 37,844 | $12.2M |
| Janney Montgomery Scott LLC | 0.03% | Add +2.9% | 37,050 | $11.9M |
| Spire Wealth Management | 0.36% | Add +18.4% | 35,693 | $11.5M |
| Atria Wealth Solutions, Inc. | 0.13% | Add +1.3% | 35,497 | $11.4M |
| Advance Capital Management, Inc. | 0.52% | Reduce -0.6% | 35,372 | $11.4M |
| Fiducient Advisors LLC | 1.39% | Reduce -15.3% | 34,922 | $11.3M |
| ETF Portfolio Partners, Inc. | 3.37% | Reduce -3.2% | 34,818 | $11.2M |
| Laird Norton Wetherby Trust Company, LLC | 1.53% | Reduce -10.4% | 34,816 | $11.2M |
| Private Advisor Group, LLC | 0.06% | Reduce -15.2% | 34,560 | $11.1M |
| Stratos Wealth Partners, LTD. | 0.16% | Reduce -5.7% | 34,330 | $11.1M |
| Heritage Investment Group, Inc. | 2.06% | Add +2.4% | 34,250 | $11.0M |
| Lazard Asset Management LLC | 0.02% | Add +321.8% | 34,141 | $11.0M |
| Campion Asset Management | 8.30% | Reduce -2.8% | 34,131 | $11.0M |
| Graves Light Lenhart Wealth, Inc. | 1.37% | No change | 34,103 | $11.0M |
| TD Private Client Wealth LLC | 0.31% | Add +19.7% | 34,095 | $11.0M |
| Avantax Advisory Services, Inc. | 0.07% | Add +5.8% | 32,347 | $10.4M |
| Oxford Financial Group, LTD. LLC | 0.67% | Reduce -1.5% | 32,277 | $10.4M |
| Hamilton Capital, LLC | 0.79% | No change | 32,263 | $10.4M |
| Brown Financial Advisory | 7.34% | Reduce -5.3% | 31,979 | $10.3M |
| NewSquare Capital LLC | 0.82% | Reduce -6.0% | 31,926 | $10.3M |
| Fiduciary Counselling Inc. | 26.97% | No change | 31,258 | $10.1M |
| Smith Chas P & Associates Pa Cpas | 0.58% | No change | 31,141 | $10.0M |
| London Co. of Virginia | 0.05% | Add +1500.5% | 30,922 | $10.0M |
| Aptus Capital Advisors, LLC | 0.12% | Add +0.6% | 30,227 | $9.7M |
| HBK Sorce Advisory LLC | 0.29% | Reduce -0.6% | 30,030 | $9.7M |
| Firestone Capital Management | 2.39% | Add +0.0% | 29,854 | $9.6M |
| Sandy Spring Bank | 0.39% | Reduce -4.1% | 29,809 | $9.6M |
| Silvercrest Asset Management Group LLC | 0.06% | Reduce -0.1% | 29,450 | $9.5M |
| American National Bank & Trust | 1.05% | Reduce -1.7% | 29,260 | $9.4M |
| Susquehanna International Group, LLP | 0.01% | Reduce -75.1% | 29,187 | $9.4M |
| Texas Capital Bank Wealth Management Services Inc | 0.96% | Add +0.9% | 29,149 | $9.4M |
| Lido Advisors, LLC | 0.06% | Add +20.7% | 28,916 | $9.3M |
| Caprock Group, LLC | 0.30% | Add +0.0% | 28,711 | $9.2M |
| Merit Financial Group, LLC | 0.16% | Add +211.4% | 28,344 | $9.1M |
| North Star Investment Management Corp. | 0.63% | No change | 28,220 | $9.1M |
| CM Wealth Advisors LLC | 2.97% | Reduce -5.0% | 28,202 | $9.1M |
| Summit Wealth Partners, LLC | 1.86% | Reduce -10.4% | 28,140 | $9.1M |
| Independent Advisor Alliance | 0.12% | New | 27,936 | $9.0M |
| Parkside Financial Bank & Trust | 1.19% | Reduce -3.5% | 27,892 | $9.0M |
| Principia Wealth Advisory, LLC | 8.35% | — | 27,575 | $8.9M |
| Quadrant Capital Group LLC | 0.61% | Reduce -0.3% | 27,432 | $8.8M |
| Circle Wealth Management, LLC | 0.19% | No change | 27,421 | $8.8M |
| Sepio Capital, LP | 0.69% | Reduce -0.0% | 26,745 | $8.6M |
| Wealthcare Advisory Partners LLC | 0.24% | Reduce -4.2% | 26,654 | $8.6M |
| Omega Financial Group, LLC | 3.24% | Reduce -3.2% | 26,590 | $8.6M |
| Stegner Investment Associates Inc. | 5.65% | Reduce -0.5% | 26,500 | $8.5M |
| HB Wealth Management, LLC | 0.09% | Reduce -0.8% | 26,471 | $8.5M |
| &partners | 0.10% | Add +79.3% | 26,080 | $8.5M |
| MV Capital Management, Inc. | 0.91% | Reduce -0.1% | 26,307 | $8.5M |
| Cannell & Spears LLC | 0.17% | No change | 25,996 | $8.4M |
| Avidian Wealth Enterprises, LLC | 0.38% | Add +0.7% | 25,948 | $8.4M |
| Indiana Trust & Investment Management Co | 2.81% | No change | 25,598 | $8.2M |
| Raffa Wealth Management, LLC | 1.92% | No change | 25,575 | $8.2M |
| Litman Gregory Wealth Management LLC | 0.70% | Reduce -0.0% | 25,212 | $8.1M |
| Fort Point Capital Partners LLC | 0.91% | Reduce -0.2% | 25,198 | $8.1M |
| Garde Capital, Inc. | 0.54% | Reduce -4.3% | 25,187 | $8.1M |
| Humankind Investments LLC | 2.04% | No change | 25,070 | $8.1M |
| Arcadia Investment Advisors LLC | 4.39% | Reduce -0.7% | 25,011 | $8.1M |
| Tudor Financial Inc. | 4.70% | Reduce -2.2% | 24,946 | $8.0M |
| Chilton Investment Co. Inc. | 0.20% | No change | 24,550 | $7.9M |
| EP Wealth Advisors, LLC | 0.06% | Reduce -1.0% | 24,512 | $7.9M |
| Fire Capital Management LLC | 5.81% | — | 24,231 | $7.8M |
| Citadel Advisors | 0.01% | Add +756.4% | 23,877 | $7.7M |
| Franklin Resources Inc. | 0.00% | Add +50.1% | 23,728 | $7.6M |
| C M Bidwell & Associates Ltd. | 4.59% | Add +0.4% | 23,461 | $7.6M |
| Integrated Advisors Network LLC | 0.36% | Add +0.5% | 23,341 | $7.5M |
| First Hawaiian Bank | 0.24% | Add +0.6% | 23,256 | $7.5M |
| Procyon Advisors, LLC | 0.47% | Add +396.6% | 22,917 | $7.4M |
| Avestar Capital, LLC | 0.67% | Reduce -1.3% | 22,761 | $7.3M |
| Bleakley Financial Group, LLC | 0.22% | Add +0.7% | 22,456 | $7.2M |
| Laird Norton Wetherby Wealth Management, LLC | 0.35% | Reduce -0.5% | 22,420 | $7.2M |
| Klingman & Associates, LLC | 0.45% | Reduce -0.2% | 22,053 | $7.1M |
| Up Strategic Wealth Investment Advisors LLC | 6.93% | No change | 21,509 | $6.9M |
| Financial Engines Advisors L.L.C. | 0.01% | Add +23.0% | 21,495 | $6.9M |
| Relyea Zuckerberg Hanson LLC | 0.93% | New | 21,487 | $6.9M |
| Bridges Investment Management Inc. | 0.10% | Add +0.9% | 21,477 | $6.9M |
| QRG Capital Management, Inc. | 0.07% | Add +661.8% | 21,391 | $6.9M |
| Natixis Advisors, LLC | 0.01% | Add +3.4% | 21,247 | $6.8M |
| Mather Group, Llc. | 0.09% | Reduce -0.0% | 20,653 | $6.7M |
| First Citizens Bank & Trust Co. | 0.12% | Add +75.9% | 20,553 | $6.6M |
| B. Riley Wealth Advisors, Inc. | 0.22% | Add +9.3% | 20,454 | $6.6M |
| Retirement Income Solutions, Inc. | 1.32% | Reduce -2.2% | 20,301 | $6.5M |
| ICONIQ Capital, LLC | 0.10% | Add +49.0% | 20,271 | $6.5M |
| Edge Capital Group, LLC | 0.29% | Add +8.5% | 20,140 | $6.5M |
| Evanson Asset Management, LLC | 0.44% | Add +0.1% | 19,794 | $6.4M |
| Sanctuary Advisors, LLC | 0.04% | Add +2.1% | 19,098 | $6.4M |
| Pacific Capital Wealth Advisors, Inc. | 1.03% | No change | 19,234 | $6.2M |
| Alliancebernstein L.P. | 0.00% | Add +1.4% | 19,073 | $6.1M |
| Atalanta Sosnoff Capital, LLC | 0.13% | Add +2269.2% | 19,048 | $6.1M |
| Sage Mountain Advisors LLC | 0.45% | No change | 18,945 | $6.1M |
| Bensler, LLC | 0.72% | Reduce -0.3% | 18,776 | $6.0M |
| Citizens Financial Group Inc. | 0.12% | Add +22.6% | 18,611 | $6.0M |
| Hirtle & Co., LLC | 0.29% | No change | 18,502 | $6.0M |
| Csenge Advisory Group | 0.32% | Add +4.6% | 18,215 | $5.9M |
| Summit Investment Advisors, Inc. | 5.21% | — | 17,448 | $5.9M |
| Kayne Anderson Rudnick Investment Management LLC | 0.01% | Reduce -0.8% | 18,075 | $5.8M |
| Fca Corp. | 1.81% | Add +0.5% | 18,034 | $5.8M |
| Avior Wealth Management, LLC | 0.21% | Reduce -1.8% | 17,819 | $5.7M |
| Citigroup Inc. | 0.01% | Reduce -1.3% | 17,680 | $5.7M |
| Topel & Distasi Wealth Management, LLC | 2.42% | Reduce -5.4% | 17,542 | $5.7M |
| SigFig Wealth Management, LLC | 0.20% | Reduce -5.1% | 17,812 | $5.6M |
| SVB Wealth LLC | 0.10% | New | 17,321 | $5.6M |
| Roble, Belko & Company, Inc | 0.88% | No change | 17,204 | $5.5M |
| Pure Financial Advisors, LLC | 0.13% | Add +8.9% | 17,109 | $5.5M |
| M Holdings Securities, Inc. | 0.88% | New | 16,982 | $5.5M |
| Great Valley Advisor Group, Inc. | 0.12% | Add +23.2% | 16,953 | $5.5M |
| First Horizon Advisors, Inc. | 0.15% | Reduce -2.3% | 16,952 | $5.5M |
| Keybank National Association | 0.02% | Reduce -3.2% | 16,947 | $5.5M |
| Linscomb Wealth, Inc. | 0.27% | Reduce -1.5% | 16,925 | $5.5M |
| Destination Wealth Management | 0.17% | Add +2.2% | 16,881 | $5.4M |
| Waldron Private Wealth LLC | 0.22% | Reduce -1.0% | 16,852 | $5.4M |
| Anchor Capital Advisors LLC | 0.15% | Reduce -9.0% | 16,767 | $5.4M |
| Sentinel Pension Advisors, LLC | 1.00% | Reduce -11.2% | 16,740 | $5.4M |
| Regions Financial Corp. | 0.04% | Add +0.8% | 16,563 | $5.3M |
| T. Rowe Price Associates Inc. | 0.00% | Add +7.2% | 16,544 | $5.3M |
| Shelton Wealth Management, LLC | 2.90% | Reduce -1.8% | 16,466 | $5.3M |
| Tudor Investment Corporation | 0.06% | Reduce -57.4% | 16,236 | $5.2M |
| Advisory Services Network, LLC | 0.10% | Add +51.2% | 15,960 | $5.1M |
| Corundum Group, Inc. | 1.91% | Add +93.8% | 15,859 | $5.1M |
| Sageworth Trust Co | 0.32% | No change | 15,853 | $5.1M |
| Strategic Investment Advisors / MI | 0.54% | Reduce -2.5% | 15,728 | $5.1M |
| Texas Capital Bancshares Inc | 2.03% | Reduce -8.3% | 15,681 | $5.1M |
| Evercore Wealth Management, LLC | 0.08% | Add +0.8% | 15,642 | $5.0M |
| Old National Bancorp | 0.12% | Reduce -0.0% | 15,448 | $5.0M |
| First Financial Bankshares Inc | 0.11% | No change | 15,444 | $5.0M |
| Florida Trust Wealth Management Co | 0.16% | Reduce -0.5% | 15,250 | $4.9M |
| Breakwater Capital Group | 0.97% | Add +2.0% | 15,061 | $4.9M |
| Teachers Insurance & Annuity Association of America | 6.37% | No change | 14,967 | $4.8M |
| Lowery Thomas, LLC | 3.14% | Add +0.3% | 14,932 | $4.8M |
| St. Clair Advisors, LLC | 1.37% | Add +16.0% | 14,856 | $4.8M |
| Seneca Financial Advisors LLC | 2.36% | Reduce -8.6% | 14,760 | $4.8M |
| Quantinno Capital Management LP | 0.05% | Add +12.8% | 14,636 | $4.7M |
| WMS Partners, LLC | 0.26% | No change | 14,630 | $4.7M |
| Allworth Financial LP | 0.03% | Add +60.5% | 14,061 | $4.7M |
| Consilio Wealth Advisors, LLC | 1.92% | Reduce -1.7% | 14,554 | $4.7M |
| IFG Advisors, LLC | 0.93% | Add +0.3% | 14,503 | $4.7M |
| Palo Alto Wealth Advisors, LLC | 1.61% | Reduce -2.0% | 14,262 | $4.6M |
| Valeo Financial Advisors, LLC | 0.13% | Reduce -2.8% | 14,176 | $4.6M |
| Baker Avenue Asset Management, LP | 0.14% | Reduce -0.6% | 14,176 | $4.6M |
| Moisand Fitzgerald Tamayo, LLC | 0.64% | Reduce -0.9% | 14,108 | $4.5M |
| Elk River Wealth Management LLC | 0.82% | Add +7.0% | 13,990 | $4.5M |
| Intrua Financial, LLC | 0.73% | Reduce -8.3% | 13,968 | $4.5M |
| Visionary Wealth Advisors | 0.26% | Reduce -3.0% | 13,887 | $4.5M |
| Sound View Wealth Advisors Group, LLC | 0.36% | Add +3.5% | 13,717 | $4.4M |
| Park Avenue Securities LLC | 0.04% | Add +171.5% | 13,558 | $4.4M |
| Harbor Investment Advisory, LLC | 0.41% | No change | 13,544 | $4.4M |
| Dynasty Wealth Management, LLC | 0.08% | Add +35.7% | 13,523 | $4.4M |
| Compound Planning, Inc. | 0.22% | Add +6.3% | 13,511 | $4.4M |
| Lodestar Private Asset Management LLC | 0.54% | Reduce -1.8% | 13,412 | $4.3M |
| Peoples Bank | 2.54% | Reduce -0.7% | 13,393 | $4.3M |
| Capital Group Private Client Services, Inc. | 0.04% | Reduce -5.6% | 13,357 | $4.3M |
| IFC Advisors LLC | 0.92% | — | 13,072 | $4.2M |
| Precedent Wealth Partners, LLC | 1.37% | Add +9.3% | 13,067 | $4.2M |
| Next Capital Management LLC | 1.73% | Add +0.8% | 13,058 | $4.2M |
| Prospera Financial Services Inc | 0.10% | Reduce -12.5% | 12,980 | $4.2M |
| Apella Capital, LLC | 0.16% | No change | 12,910 | $4.2M |
| Chicago Partners Investment Group LLC | 0.14% | Add +1.6% | 12,804 | $4.2M |
| Harbour Capital Advisors, LLC | 0.93% | Reduce -11.0% | 12,740 | $4.1M |
| Highland Capital Management, LLC | 0.24% | Add +12.6% | 12,857 | $4.1M |
| Summit Financial Strategies, Inc. | 0.45% | Reduce -0.9% | 12,722 | $4.1M |
| Alaska Permanent Fund Corp | 0.06% | No change | 12,673 | $4.1M |
| Corrigan Financial, Inc. | 0.93% | Reduce -1.3% | 12,624 | $4.1M |
| Fort Washington Investment Advisors Inc. | 0.02% | Reduce -3.4% | 12,369 | $4.0M |
| Nemes Rush Group LLC | 0.49% | New | 12,367 | $4.0M |
| Rwa Wealth Partners, LLC | 0.05% | Add +2.2% | 12,269 | $4.0M |
| Guyasuta Investment Advisors Inc. | 0.24% | No change | 12,095 | $3.9M |
| Xponance LLC | 0.04% | Reduce -1.0% | 12,032 | $3.9M |
| Philadelphia Trust Co. | 0.28% | No change | 11,946 | $3.8M |
| Northeast Financial Consultants Inc | 0.16% | Add +2.4% | 11,895 | $3.8M |
| GM Advisory Group, LLC | 0.21% | Add +0.3% | 11,886 | $3.8M |
| Strategic Blueprint, LLC | 0.23% | Add +0.1% | 11,842 | $3.8M |
| HFG Advisors, Inc. | 3.32% | Reduce -1.4% | 11,803 | $3.8M |
| Horizon Investment Services, LLC | 1.61% | Reduce -2.4% | 11,790 | $3.8M |
| LMCG Investments, LLC | 0.23% | Reduce -8.4% | 11,758 | $3.8M |
| Evoke Wealth, LLC | 0.11% | No change | 11,733 | $3.8M |
| Hilltop Holdings Inc. | 0.24% | Add +2.3% | 11,664 | $3.8M |
| GQG Partners LLC | 0.01% | Add +1554.3% | 11,646 | $3.8M |
| O'shaughnessy Asset Management, LLC | 0.03% | Add +5.7% | 11,640 | $3.7M |
| Freestone Capital Holdings, LLC | 0.13% | Add +0.2% | 11,425 | $3.7M |
| MKD Wealth Coaches, LLC | 3.71% | — | 11,372 | $3.7M |
| Phillips Financial Management, LLC | 0.29% | Reduce -0.5% | 11,294 | $3.6M |
| Mainstay Capital Management LLC | 0.55% | Add +40.1% | 11,286 | $3.6M |
| United Capital Financial Advisors, LLC | 0.03% | Reduce -0.7% | 11,182 | $3.6M |
| D.A. Davidson & Co. | 0.03% | Reduce -0.0% | 11,123 | $3.6M |
| Mill Creek Capital Advisors, LLC | 0.09% | Add +0.3% | 11,079 | $3.6M |
| J.Safra Asset Management Corp | 0.29% | New | 11,010 | $3.6M |
| Family Firm, Inc. | 0.78% | Reduce -0.6% | 10,875 | $3.5M |
| Accredited Investors Inc. | 0.21% | Add +0.0% | 10,867 | $3.5M |
| Parsons Capital Management Inc. | 0.19% | Add +7.0% | 10,783 | $3.5M |
| Sand Hill Global Advisors, LLC | 0.15% | Reduce -0.6% | 10,742 | $3.5M |
| Plancorp, LLC | 0.14% | Reduce -2.6% | 10,673 | $3.4M |
| Dakota Wealth Management | 0.08% | No change | 10,571 | $3.4M |
| Maxwell Wealth Strategies Inc. | 1.38% | Reduce -0.1% | 10,529 | $3.4M |
| Peapack Gladstone Financial Corp. | 0.05% | Reduce -2.7% | 10,511 | $3.4M |
| Ashton Thomas Private Wealth, LLC | 0.13% | Add +295.0% | 10,333 | $3.3M |
| Forvis Mazars Wealth Advisors, LLC | 0.08% | Add +0.1% | 10,277 | $3.3M |
| Evensky & Katz LLC | 0.22% | Add +0.6% | 10,265 | $3.3M |
| ORG Partners LLC | 0.46% | Add +0.7% | 10,236 | $3.3M |
| Haverford Trust Co | 0.03% | No change | 10,233 | $3.3M |
| Apexium Financial, LP | 0.20% | No change | 10,197 | $3.3M |
| Lansing Street Advisors | 1.14% | Add +0.3% | 10,176 | $3.3M |
| Rehmann Capital Advisory Group | 0.21% | Add +1.3% | 10,126 | $3.3M |
| Scharf Investments, LLC | 0.10% | Add +881.8% | 10,113 | $3.3M |
| Private Capital Management LLC | 0.64% | Reduce -9.6% | 10,004 | $3.2M |
| Vanguard Group Inc. | 0.00% | Add +0.7% | 9,992 | $3.2M |
| Cranbrook Wealth Management, LLC | 0.75% | Reduce -0.4% | 9,983 | $3.2M |
| Fifth Third Securities, Inc. | 0.27% | Add +31.3% | 9,948 | $3.2M |
| Checchi Capital Advisers, LLC | 0.24% | Add +1.4% | 9,940 | $3.2M |
| First Western Trust Bank | 0.15% | Reduce -6.4% | 9,933 | $3.2M |
| G2 Capital Management, LLC / Oh | 0.94% | Reduce -18.3% | 9,926 | $3.2M |
| JFG Wealth Management, LLC | 0.73% | Add +0.2% | 9,823 | $3.2M |
| Plum Street Advisors, LLC | 1.56% | Reduce -1.6% | 9,793 | $3.2M |
| One Wealth Map LLC | 1.88% | Reduce -3.9% | 9,387 | $3.1M |
| Diversified Trust Co. | 0.08% | No change | 9,562 | $3.1M |
| Tocqueville Asset Management L.P. | 0.05% | Add +1.3% | 9,555 | $3.1M |
| GHP Investment Advisors, Inc. | 0.14% | Add +0.0% | 9,532 | $3.1M |
| Chevy Chase Trust Holdings, LLC | 0.01% | Add +1161.1% | 9,408 | $3.0M |
| Ellis Investment Partners, LLC | 0.60% | Add +0.4% | 9,381 | $3.0M |
| Guardian Wealth Advisors, LLC / NC | 0.24% | Reduce -0.4% | 9,292 | $3.0M |
| Optivise Advisory Services LLC | 1.59% | Add +55.9% | 9,182 | $3.0M |
| West Coast Financial LLC | 0.32% | Reduce -2.1% | 9,084 | $2.9M |
| Security Financial Services, INC. | 0.59% | Add +0.2% | 8,967 | $2.9M |
| Riverpoint Wealth Management Holdings, LLC | 0.75% | Reduce -16.5% | 8,951 | $2.9M |
| One Wealth Advisors, LLC | 0.43% | Add +149.0% | 8,894 | $2.9M |
| Manchester Capital Management LLC | 0.33% | No change | 8,854 | $2.9M |
| KMG Fiduciary Partners, LLC | 0.23% | Reduce -0.1% | 8,693 | $2.8M |
| Nadler Financial Group, Inc. | 0.29% | Reduce -23.7% | 8,662 | $2.8M |
| Bear Mountain Capital, Inc. | 1.08% | No change | 8,296 | $2.8M |
| Sabal Trust CO | 0.16% | No change | 8,607 | $2.8M |
| Alaska Permanent Capital Management, LLC | 0.23% | No change | 8,604 | $2.8M |
| Retireful, LLC | 1.56% | New | 8,594 | $2.8M |
| IFP Advisors, Inc | 0.09% | Add +3.4% | 8,585 | $2.8M |
| Vise Technologies, Inc. | 0.23% | Add +0.7% | 8,533 | $2.7M |
| Brown Brothers Harriman & Co. | 0.02% | Add +0.8% | 8,522 | $2.7M |
| Beacon Financial Group | 0.29% | Reduce -6.5% | 8,444 | $2.7M |
| Genesee Capital Advisors, LLC | 1.26% | Reduce -2.7% | 8,416 | $2.7M |
| Certuity, LLC | 0.29% | Add +0.0% | 8,364 | $2.7M |
| Welch & Forbes LLC | 0.03% | No change | 8,354 | $2.7M |
| Broadview Financial Management, LLC | 1.92% | Reduce -0.7% | 8,334 | $2.7M |
| Mitchell Sinkler & Starr | 0.71% | Add +0.7% | 8,300 | $2.7M |
| Fiduciary Financial Group, LLC | 0.59% | No change | 8,362 | $2.7M |
| Bryn Mawr Trust Advisors, LLC | 0.14% | No change | 8,280 | $2.7M |
| John W. Brooker & Co., CPAs | 1.15% | Reduce -0.2% | 8,270 | $2.7M |
| CX Institutional | 0.11% | Add +91.1% | 8,213 | $2.6M |
| Hillcrest Wealth Advisors - NY, LLC | 1.25% | Reduce -4.1% | 8,195 | $2.6M |
| Red Tortoise LLC | 1.36% | Reduce -6.6% | 8,081 | $2.6M |
| Ferguson Wellman Capital Management, Inc. | 0.05% | No change | 8,047 | $2.6M |
| Wedmont Private Capital | 0.14% | Add +2.4% | 8,112 | $2.6M |
| Kovack Advisors, Inc. | 0.25% | Add +0.8% | 7,942 | $2.6M |
| James Investment Research, Inc. | 0.30% | Reduce -0.3% | 7,939 | $2.6M |
| Smith, Moore & Co. | 0.23% | Reduce -1.3% | 7,932 | $2.6M |
| Cornerstone Advisors Asset Management, LLC | 0.55% | Add +4.6% | 7,916 | $2.6M |
| Stratos Wealth Advisors, LLC | 0.12% | Reduce -2.4% | 7,852 | $2.5M |
| TFC Financial Management, Inc. | 0.40% | Reduce -2.0% | 7,764 | $2.5M |
| Prudential Financial Inc. | 0.00% | Reduce -72.9% | 7,748 | $2.5M |
| Gotham Asset Management | 0.02% | New | 7,625 | $2.5M |
| Gryphon Financial Partners LLC | 0.35% | Add +816.0% | 7,603 | $2.4M |
| Cassady Schiller Wealth Management, LLC | 0.90% | Reduce -0.1% | 7,574 | $2.4M |
| Acropolis Investment Management, LLC | 0.14% | Add +2.8% | 7,558 | $2.4M |
| Fiera Capital Corp | 0.01% | Reduce -5.1% | 7,542 | $2.4M |
| Gemmer Asset Management LLC | 0.24% | Reduce -0.6% | 7,531 | $2.4M |
| McNamara Financial Services, Inc. | 0.56% | Reduce -6.1% | 7,429 | $2.4M |
| Cornerstone Advisory, LLC | 0.27% | Add +24.7% | 7,093 | $2.4M |
| Brand Asset Management Group, Inc. | 0.97% | No change | 7,398 | $2.4M |
| Crestwood Advisors Group, LLC | 0.04% | Add +42.2% | 7,368 | $2.4M |
| Sage Financial Group Inc. | 0.19% | No change | 7,367 | $2.4M |
| Farther Finance Advisors, LLC | 0.09% | Add +14.9% | 7,342 | $2.4M |
| Alpha Cubed Investments, LLC | 0.11% | Add +1.4% | 7,314 | $2.4M |
| Castle Wealth Management LLC | 0.92% | No change | 7,282 | $2.3M |
| Capital International Investors | 0.00% | Add +342.6% | 7,219 | $2.3M |
| Rosenblum Silverman Sutton S F Inc. | 0.58% | Reduce -0.3% | 7,211 | $2.3M |
| Eagle Bay Advisors LLC | 1.46% | Reduce -4.3% | 7,198 | $2.3M |
| Advisor Resource Council | 1.66% | New | 7,178 | $2.3M |
| Wolverine Trading, LLC | 0.05% | Add +454.1% | 7,148 | $2.3M |
| Joel Isaacson & Co., LLC | 0.10% | Add +30.2% | 7,143 | $2.3M |
| CFM Wealth Partners LLC | 0.39% | Reduce -15.6% | 7,135 | $2.3M |
| WealthTrust Asset Management, LLC | 1.65% | Add +46.2% | 7,117 | $2.3M |
| Atria Investments, Inc | 0.03% | Add +185.1% | 7,067 | $2.3M |
| Landaas & Co. /Wi | 0.63% | Add +4.7% | 7,047 | $2.3M |
| Hancock Whitney Corp. | 0.07% | Add +82.2% | 6,998 | $2.3M |
| ZWJ Investment Counsel Inc. | 0.09% | No change | 6,982 | $2.2M |
| Finley Financial, LLC | 1.17% | — | 6,885 | $2.2M |
| Quantum Portfolio Management LLC | 1.20% | Reduce -4.9% | 6,962 | $2.2M |
| Steward Partners Investment Advisory, LLC | 0.02% | Add +2.9% | 6,933 | $2.2M |
| Ascent Group, LLC | 0.17% | Reduce -27.0% | 6,918 | $2.2M |
| ARK & TLK Investments, LLC | 0.77% | Add +0.1% | 6,912 | $2.2M |
| Tsfg, LLC | 0.46% | Reduce -0.7% | 6,911 | $2.2M |
| Foundation Wealth Management, LLC\PA | 1.08% | — | 6,899 | $2.2M |
| Orrstown Financial Services Inc. | 0.59% | Reduce -1.2% | 6,859 | $2.2M |
| Everhart Financial Group, Inc. | 0.45% | New | 6,833 | $2.2M |
| Calamos Wealth Management LLC | 0.11% | Reduce -19.4% | 6,788 | $2.2M |
| Townsquare Capital LLC | 0.02% | Add +43.9% | 6,765 | $2.2M |
| Mycio Wealth Partners, LLC | 0.52% | Reduce -10.4% | 6,761 | $2.2M |
| HUB Investment Partners, LLC | 0.09% | Reduce -4.3% | 6,757 | $2.2M |
| Dorsey & Whitney Trust CO LLC | 0.12% | Add +2.5% | 6,737 | $2.2M |
| Forum Financial Management, LP | 0.04% | Reduce -1.7% | 6,719 | $2.2M |
| Webster Bank, N. A. | 0.23% | No change | 6,697 | $2.2M |
| Parallel Advisors, LLC | 0.05% | Add +0.1% | 6,690 | $2.2M |
| Sellwood Investment Partners LLC | 1.16% | — | 6,690 | $2.2M |
| Hoxton Planning & Management, LLC | 0.82% | Reduce -0.6% | 6,654 | $2.1M |
| SOL Capital Management CO | 0.24% | Add +45.2% | 6,586 | $2.1M |
| Cahill Financial Advisors Inc. | 0.29% | No change | 6,571 | $2.1M |
| Mutual Advisors, LLC | 0.06% | Add +7.6% | 6,415 | $2.1M |
| GenWealth Group, Inc. | 0.47% | Reduce -3.2% | 6,403 | $2.1M |
| Lee Danner & Bass Inc. | 0.16% | Reduce -11.8% | 6,345 | $2.0M |
| Vertex Planning Partners, LLC | 0.45% | No change | 6,325 | $2.0M |
| Investors Research Corp | 0.45% | Reduce -1.9% | 6,294 | $2.0M |
| NorthCrest Asset Manangement, LLC | 0.06% | Add +5.6% | 6,185 | $2.0M |
| Blue Barn Wealth, LLC | 1.04% | Reduce -3.6% | 6,146 | $2.0M |
| Clayton Financial Group LLC | 0.71% | Reduce -8.5% | 6,139 | $2.0M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.05% | Add +7.1% | 6,130 | $2.0M |
| Associated Banc-Corp | 0.06% | Reduce -1.4% | 6,128 | $2.0M |
| Rossmore Private Capital | 0.24% | Reduce -0.8% | 6,095 | $2.0M |
| Mesirow Financial Investment Management, Inc. | 0.04% | Add +56.6% | 6,060 | $2.0M |
| River Wealth Advisors LLC | 0.26% | Add +0.7% | 6,019 | $1.9M |
| Bawa N Mallick Trust | 0.84% | — | 5,960 | $1.9M |
| GenTrust, LLC | 0.08% | No change | 5,942 | $1.9M |
| Ardent Capital Management, Inc. | 0.87% | No change | 5,929 | $1.9M |
| Townsend Asset Management Corp. /NC/ | 0.69% | Reduce -1.9% | 5,892 | $1.9M |
| Kestra Private Wealth Services, LLC | 0.03% | Add +64.5% | 5,813 | $1.9M |
| Coastline Trust Co | 0.22% | Add +0.3% | 5,807 | $1.9M |
| Paul R. Ried Financial Group, LLC | 1.31% | — | 5,784 | $1.9M |
| Smithfield Trust Co | 0.09% | No change | 5,778 | $1.9M |
| Capital City Trust Co. | 0.46% | Reduce -7.0% | 5,763 | $1.9M |
| Marshall Financial Group Inc. | 0.57% | Reduce -0.6% | 5,760 | $1.9M |
| Ade, LLC | 1.13% | Reduce -0.3% | 5,698 | $1.8M |
| Summit Financial, LLC | 0.06% | Reduce -0.6% | 5,694 | $1.8M |
| Asset Dedication, LLC | 0.14% | Add +2.9% | 5,655 | $1.8M |
| Carrera Capital Advisors | 0.42% | Add +0.3% | 5,627 | $1.8M |
| Auour Investments LLC | 0.63% | No change | 5,452 | $1.8M |
| First Business Financial Services, Inc. | 0.18% | No change | 5,578 | $1.8M |
| Graypoint LLC | 0.11% | Reduce -1.2% | 5,568 | $1.8M |
| Vision Capital Management, Inc. | 0.26% | Reduce -0.1% | 5,559 | $1.8M |
| Andrews, Lucia Wealth Management LLC | 1.20% | No change | 5,696 | $1.8M |
| Westshore Wealth, LLC | 0.73% | Reduce -0.2% | 5,545 | $1.8M |
| Simmons Bank | 0.13% | Reduce -0.3% | 5,471 | $1.8M |
| Mayflower Financial Advisors, LLC | 0.26% | Add +0.3% | 5,460 | $1.8M |
| Essex Financial Services, Inc. | 0.12% | Add +0.4% | 5,417 | $1.7M |
| Allegheny Financial Group | 0.45% | Add +1.3% | 5,390 | $1.7M |
| James J. Burns & Company, LLC | 0.30% | Reduce -11.8% | 5,360 | $1.7M |
| SC&H Financial Advisors, Inc. | 0.35% | Add +0.1% | 5,266 | $1.7M |
| Peddock Capital Advisors, LLC | 0.40% | Reduce -0.0% | 5,239 | $1.7M |
| Talisman Wealth Advisors LLC | 1.78% | Add +0.1% | 5,214 | $1.7M |
| Headlands Technologies LLC | 0.17% | Add +34566.7% | 5,200 | $1.7M |
| Fairhaven Wealth Management, LLC | 0.52% | No change | 5,182 | $1.7M |
| CoreCap Advisors, LLC | 0.08% | Add +5.6% | 5,156 | $1.7M |
| Legacy Edge Advisors, LLC | 0.26% | Reduce -0.6% | 5,130 | $1.7M |
| Flputnam Investment Management Co. | 0.03% | Add +38.0% | 5,142 | $1.7M |
| Montecito Bank & Trust | 0.29% | Reduce -24.2% | 5,124 | $1.7M |
| Argent Trust Co | 0.07% | Reduce -4.6% | 5,117 | $1.6M |
| Sharkey, Howes & Javer | 0.23% | No change | 5,111 | $1.6M |
| Parisi Gray Wealth Management | 0.52% | Reduce -1.6% | 5,076 | $1.6M |
| Morton Capital Management LLC | 0.31% | Reduce -0.6% | 5,035 | $1.6M |
| Assetmark, Inc. | 0.00% | Add +22.0% | 5,033 | $1.6M |
| Dynamic Advisor Solutions LLC | 0.07% | Reduce -94.6% | 5,020 | $1.6M |
| Adero Partners, LLC | 0.10% | No change | 4,991 | $1.6M |
| Truepoint, Inc. | 0.04% | Add +14.1% | 4,981 | $1.6M |
| Sightline Wealth Advisors, LLC | 0.86% | Add +0.1% | 4,963 | $1.6M |
| Cypress Wealth Services, LLC | 0.32% | No change | 4,960 | $1.6M |
| Wesbanco Bank Inc. | 0.05% | Add +0.5% | 4,937 | $1.6M |
| Patten Group, Inc. | 0.35% | Add +0.3% | 4,898 | $1.6M |
| Cambridge Financial Group, LLC | 0.67% | Add +2.4% | 4,868 | $1.6M |
| Cypress Capital Group | 0.19% | Reduce -1.5% | 4,843 | $1.6M |
| W.H. Cornerstone Investments Inc. | 1.04% | Add +35.0% | 4,827 | $1.6M |
| J.W. Cole Advisors, Inc. | 0.06% | Add +3.2% | 4,811 | $1.5M |
| Tiemann Investment Advisors, LLC | 0.69% | No change | 4,810 | $1.5M |
| Arkadios Wealth Advisors | 0.08% | Reduce -54.5% | 4,807 | $1.5M |
| Absolute Capital Management, LLC | 0.86% | Add +650.3% | 4,802 | $1.5M |
| Annex Advisory Services, LLC | 0.05% | Add +276.9% | 4,798 | $1.5M |
| KM Capital Management Ltd. | 0.79% | No change | 4,763 | $1.5M |
| Snowden Capital Advisors LLC | 0.05% | New | 4,741 | $1.5M |
| Certified Advisory Corp | 0.16% | Reduce -0.8% | 4,702 | $1.5M |
| NewEdge Wealth, LLC | 0.03% | Reduce -1.2% | 4,650 | $1.5M |
| CW Advisors, LLC | 0.02% | Add +89.2% | 4,636 | $1.5M |
| LBJ Family Wealth Advisors, Ltd. | 0.89% | Add +0.2% | 4,608 | $1.5M |
| First Financial Corp. | 0.69% | No change | 4,597 | $1.5M |
| Eq LLC | 0.70% | Add +0.0% | 4,594 | $1.5M |
| Cadence Bank | 0.10% | No change | 4,581 | $1.5M |
| Fisher Asset Management | 0.00% | Add +53.0% | 4,570 | $1.5M |
| Stordahl Capital Management, Inc. | 0.35% | Reduce -0.4% | 4,540 | $1.5M |
| Frank, Rimerman Advisors LLC | 0.11% | No change | 4,535 | $1.5M |
| Carolinas Wealth Consulting LLC | 0.29% | Reduce -2.1% | 4,525 | $1.5M |
| CFS Investment Advisory Services, LLC | 0.13% | Reduce -0.6% | 4,523 | $1.5M |
| 17 Capital Partners, LLC | 0.89% | Add +2.4% | 4,386 | $1.4M |
| Financial Counselors Inc. | 0.02% | Reduce -0.9% | 4,357 | $1.4M |
| Rockwood Wealth Management, LLC | 0.15% | No change | 4,340 | $1.4M |
| Landmark Wealth Management, LLC | 0.62% | Reduce -1.0% | 4,338 | $1.4M |
| Focus Partners Advisor Solutions, LLC | 0.02% | Reduce -0.3% | 4,328 | $1.4M |
| Advisors Capital Management, LLC | 0.02% | Add +0.5% | 4,318 | $1.4M |
| Equitable Trust Co. | 0.08% | No change | 4,317 | $1.4M |
| Nicolet Advisory Services, LLC | 0.13% | Add +144.2% | 4,341 | $1.4M |
| Foundations Investment Advisors, LLC | 0.03% | Add +342.9% | 4,305 | $1.4M |
| Objective Capital Management, LLC | 0.92% | Reduce -5.7% | 4,275 | $1.4M |
| Leavell Investment Management, Inc. | 0.07% | No change | 4,221 | $1.4M |
| Callan Family Office, LLC | 0.09% | No change | 4,213 | $1.4M |
| Meridian Wealth Management, LLC | 0.06% | Reduce -0.3% | 4,200 | $1.4M |
| Two Sigma Securities, LLC | 0.25% | Reduce -75.5% | 4,200 | $1.4M |
| Vishria Bird Financial Group, LLC | 0.47% | No change | 4,182 | $1.3M |
| Philip James Wealth Mangement, LLC | 0.18% | No change | 4,047 | $1.3M |
| Pacific Financial Group Inc. | 0.97% | No change | 4,043 | $1.3M |
| Neumann Capital Management, LLC | 0.43% | Reduce -0.8% | 4,013 | $1.3M |
| Heritage Wealth Advisors | 0.06% | No change | 4,010 | $1.3M |
| Ellevest, Inc. | 0.07% | No change | 3,981 | $1.3M |
| Rovin Capital /Ut/ | 0.46% | Reduce -7.4% | 3,976 | $1.3M |
| Vestmark Advisory Solutions, Inc. | 0.04% | Add +36.6% | 3,972 | $1.3M |
| Oppenheimer & Co. Inc. | 0.02% | Add +1.6% | 3,957 | $1.3M |
| Capital Asset Advisory Services LLC | 0.06% | No change | 3,900 | $1.3M |
| Wick Capital Partners, LLC | 0.37% | Reduce -15.0% | 3,927 | $1.3M |
| Axxcess Wealth Management, LLC | 0.03% | Add +0.7% | 3,927 | $1.3M |
| McCarthy Asset Management, Inc. | 0.89% | Reduce -11.8% | 3,911 | $1.3M |
| Prime Capital Investment Advisors, LLC | 0.02% | Reduce -11.4% | 3,902 | $1.3M |
| Graver Capital Management, LLC | 1.31% | — | 3,878 | $1.2M |
| Balentine LLC | 0.05% | Reduce -2.6% | 3,868 | $1.2M |
| Note Advisors, LLC | 1.10% | — | 3,859 | $1.2M |
| Eagle Strategies LLC | 0.21% | Add +0.1% | 3,846 | $1.2M |
| Benjamin Edwards Inc. | 0.02% | Add +6.6% | 3,845 | $1.2M |
| AdvisorNet Financial, Inc | 0.10% | Add +4.6% | 3,821 | $1.2M |
| Independent Financial Group, LLC | 0.04% | Add +2.1% | 3,821 | $1.2M |
| Tanager Wealth Management LLP | 0.16% | No change | 3,800 | $1.2M |
| Wealthstream Advisors, Inc. | 0.23% | No change | 3,797 | $1.2M |
| Pinnacle Financial Partners Inc | 0.02% | Add +0.7% | 3,787 | $1.2M |
| Strategic Wealth Partners, Ltd. | 0.10% | No change | 3,626 | $1.2M |
| Soundwatch Capital LLC | 0.13% | No change | 3,769 | $1.2M |
| Syverson Strege & Co | 0.40% | Add +0.1% | 3,757 | $1.2M |
| Choate Investment Advisors | 0.03% | Reduce -0.1% | 3,752 | $1.2M |
| Grandfield & Dodd, LLC | 0.07% | No change | 3,723 | $1.2M |
| Diversified Portfolios, Inc. | 0.13% | Add +5.1% | 3,720 | $1.2M |
| LMR Partners LLP | 0.03% | Add +16.0% | 3,712 | $1.2M |
| Key Financial Inc | 0.27% | Reduce -3.6% | 3,709 | $1.2M |
| Kendall Capital Management | 0.35% | Add +226.2% | 3,692 | $1.2M |
| Petredis Investment Advisors LLC | 0.12% | No change | 3,684 | $1.2M |
| Keebeck Wealth Management | 0.17% | No change | 3,679 | $1.2M |
| Westmount Partners, LLC | 0.36% | No change | 3,674 | $1.2M |
| Legacy Trust | 0.27% | Reduce -9.4% | 3,655 | $1.2M |
| Instrumental Wealth, LLC | 1.10% | No change | 3,524 | $1.2M |
| TSA Wealth Managment LLC | 0.47% | Add +0.9% | 3,593 | $1.2M |
| Hilltop National Bank | 0.35% | No change | 3,568 | $1.1M |
| Whitegate Investment Counselors, Inc. | 0.39% | No change | 3,568 | $1.1M |
| Maridea Wealth Management LLC | 0.37% | — | 3,567 | $1.1M |
| Mgo One Seven LLC | 0.04% | Reduce -24.0% | 3,542 | $1.1M |
| Legacy Private Trust Co. | 0.07% | No change | 3,533 | $1.1M |
| Flaharty Asset Management, LLC | 0.17% | No change | 3,528 | $1.1M |
| Ofc Financial Planning, LLC | 1.19% | — | 3,508 | $1.1M |
| Good Life Advisors, LLC | 0.08% | Reduce -50.9% | 3,474 | $1.1M |
| Kades & Cheifetz LLC | 0.57% | Add +0.3% | 3,471 | $1.1M |
| Roundview Capital LLC | 0.08% | Add +4.9% | 3,467 | $1.1M |
| Vawter Financial, Ltd. | 0.67% | Reduce -1.9% | 3,461 | $1.1M |
| Optimist Retirement Group LLC | 0.52% | No change | 3,440 | $1.1M |
| Belpointe Asset Management LLC | 0.07% | Reduce -44.0% | 3,569 | $1.1M |
| Ti-Trust, Inc. | 0.74% | No change | 3,419 | $1.1M |
| Pathway Financial Advisors LLC | 0.25% | New | 3,400 | $1.1M |
| Colonial Trust Advisors | 0.10% | No change | 3,400 | $1.1M |
| Brandywine Oak Private Wealth LLC | 0.11% | No change | 3,373 | $1.1M |
| Warren Street Wealth Advisors, LLC | 0.44% | Reduce -2.1% | 3,350 | $1.1M |
| Global Retirement Partners, LLC | 0.03% | Add +12.7% | 3,347 | $1.1M |
| Avity Investment Management Inc. | 0.08% | Reduce -24.3% | 3,330 | $1.1M |
| Fragasso Financial Advisors Inc | 0.08% | Reduce -7.5% | 3,326 | $1.1M |
| Horst & Graben Wealth Management LLC | 0.19% | Add +0.3% | 3,324 | $1.1M |
| Strategic Advisors LLC | 0.19% | Reduce -24.0% | 3,306 | $1.1M |
| Bollard Group LLC | 0.03% | Add +0.3% | 3,300 | $1.1M |
| AE Wealth Management LLC | 0.01% | Reduce -6.0% | 3,293 | $1.1M |
| Legacy Capital Wealth Partners, LLC | 0.26% | New | 3,293 | $1.1M |
| Gries Financial LLC | 0.19% | No change | 3,288 | $1.1M |
| MassMutual Private Wealth & Trust, FSB | 0.03% | Add +0.1% | 3,277 | $1.1M |
| MA Private Wealth | 0.20% | No change | 3,267 | $1.1M |
| Cozad Asset Management Inc. | 0.10% | No change | 3,253 | $1.0M |
| DHJJ Financial Advisors, Ltd. | 0.40% | Add +0.0% | 3,227 | $1.0M |
| GPS Wealth Strategies Group, LLC | 0.13% | Add +0.4% | 3,207 | $1.0M |
| Wealthquest Corp | 0.08% | No change | 3,206 | $1.0M |
| Denver PWM, LLC | 0.40% | Add +0.3% | 3,206 | $1.0M |
| Valmark Advisers, Inc. | 0.02% | Add +28.8% | 3,204 | $1.0M |
| Brookstone Capital Management | 0.01% | Reduce -7.7% | 3,194 | $1.0M |
| Kingsview Wealth Management, LLC | 0.02% | Reduce -75.5% | 3,194 | $1.0M |
| Madison Asset Management, LLC | 0.01% | Add +281.9% | 3,189 | $1.0M |
| Madison Investment Advisors, LLC | 0.01% | — | 3,189 | $1.0M |
| Flagstar Securities, Inc. | 0.26% | Add +15.3% | 3,186 | $1.0M |
| Spinnaker Trust | 0.06% | No change | 3,165 | $1.0M |
| CJM Wealth Advisers, Ltd. | 0.34% | No change | 3,157 | $1.0M |
| Regimen Wealth, LLC | 0.33% | Add +0.3% | 3,154 | $1.0M |
| Bluespring Wealth Management, LLC | 0.10% | No change | 3,151 | $1.0M |
| Meridian Wealth Advisors, LLC | 0.17% | Add +0.3% | 3,151 | $1.0M |
| Waters Parkerson & Co., LLC | 0.05% | No change | 3,150 | $1.0M |
| Waterfront Wealth Inc. | 0.25% | Add +57.1% | 3,124 | $1.0M |
| Scissortail Wealth Management, LLC | 0.26% | Add +312100.0% | 3,122 | $1.0M |
| DAVENPORT & Co LLC | 0.01% | Reduce -3.2% | 3,122 | $1.0M |
| Wealth Architects, LLC | 0.11% | No change | 3,121 | $1.0M |
| Courier Capital LLC | 0.07% | Reduce -4.6% | 3,084 | $994K |
| Prosperity Consulting Group, LLC | 0.07% | Reduce -0.5% | 3,075 | $991K |
| Wolf Group Capital Advisors | 0.48% | No change | 4,040 | $985K |
| Wagner Wealth Management, LLC | 0.25% | No change | 3,045 | $981K |
| Cortland Associates Inc. | 0.11% | No change | 3,038 | $979K |
| USA Financial Formulas | 0.15% | Reduce -5.2% | 3,038 | $979K |
| Retirement Planning Group, LLC | 0.05% | No change | 3,030 | $976K |
| Ami Asset Management Corp. | 0.05% | Add +108.4% | 3,020 | $973K |
| Connecticut Wealth Management, LLC | 0.05% | Reduce -15.4% | 3,014 | $971K |
| Chandler Asset Management, Inc. | 0.18% | Reduce -40.0% | 3,000 | $966K |
| CreativeOne Wealth, LLC | 0.03% | Add +8.7% | 2,989 | $963K |
| Nicolet Bankshares Inc. | 0.19% | Reduce -2.5% | 2,965 | $955K |
| Savvy Advisors, Inc. | 0.11% | No change | 2,960 | $954K |
| Henrickson Nauta Wealth Advisors, Inc. | 0.39% | No change | 2,957 | $953K |
| Heartwood Wealth Advisors LLC | 0.11% | No change | 2,954 | $952K |
| Venturi Wealth Management, LLC | 0.05% | No change | 2,945 | $949K |
| Greenleaf Trust | 0.01% | No change | 2,939 | $947K |
| Flagship Harbor Advisors, LLC | 0.05% | Add +0.0% | 2,901 | $934K |
| Tandem Capital Management Corp. | 0.50% | No change | 2,895 | $933K |
| Capital Advisors, Ltd. LLC | 0.12% | No change | 2,894 | $932K |
| Hemenway Trust Co LLC | 0.08% | Reduce -4.0% | 2,890 | $931K |
| Fi3 FINANCIAL ADVISORS, LLC | 0.35% | No change | 2,867 | $924K |
| Enzi Wealth | 0.35% | Reduce -1.0% | 2,762 | $923K |
| Lowe Brockenbrough & Co. Inc. | 0.06% | No change | 2,855 | $920K |
| Facet Wealth, Inc. | 0.02% | Reduce -9.7% | 2,767 | $917K |
| West Paces Advisors Inc. | 0.22% | No change | 2,840 | $915K |
| Meritage Portfolio Management | 0.06% | No change | 2,824 | $910K |
| Gladstone Institutional Advisory LLC | 0.04% | Reduce -0.8% | 2,813 | $906K |
| Oldfather Financial Services, LLC | 0.34% | Reduce -10.1% | 2,772 | $893K |
| Segment Wealth Management, LLC | 0.06% | No change | 2,761 | $889K |
| Almanack Investment Partners, LLC. | 0.14% | Reduce -0.5% | 2,754 | $887K |
| Kera Capital Partners, Inc. | 0.26% | — | 2,752 | $887K |
| Abundance Wealth Counselors | 0.19% | Reduce -0.7% | 2,735 | $881K |
| First National Trust Co | 0.03% | Reduce -32.4% | 2,708 | $872K |
| Boston Trust Walden Corp | 0.01% | No change | 2,705 | $871K |
| Roehl & Yi Investment Advisors, LLC | 0.48% | — | 2,697 | $869K |
| RFG Advisory, LLC | 0.02% | Reduce -3.2% | 2,692 | $867K |
| WorthPointe, LLC | 0.36% | Add +15.6% | 2,689 | $866K |
| Heritage Family Offices, LLP | 0.43% | New | 2,675 | $862K |
| LGL Partners, LLC | 0.12% | Add +0.3% | 2,669 | $860K |
| CENTRAL TRUST Co | 0.02% | Add +179.4% | 2,660 | $857K |
| Shepherd Financial Partners LLC | 0.10% | Reduce -0.9% | 2,633 | $848K |
| IHT Wealth Management, LLC | 0.03% | Reduce -40.2% | 2,633 | $848K |
| Azimuth Capital Investment Management LLC | 0.03% | Add +13.5% | 2,619 | $844K |
| Americana Partners, LLC | 0.03% | Add +42.8% | 2,603 | $839K |
| Apollon Wealth Management, LLC | 0.02% | Add +50.0% | 2,556 | $823K |
| Transatlantique Private Wealth LLC | 0.31% | No change | 2,549 | $821K |
| Deroy & Devereaux Private Investment Counsel Inc. | 0.05% | Reduce -3.1% | 2,540 | $818K |
| Northstar Group, Inc. | 0.14% | Add +3.1% | 2,529 | $815K |
| Transcend Capital Advisors, LLC | 0.06% | Add +0.4% | 2,527 | $814K |
| Tradition Wealth Management, LLC | 0.07% | Reduce -3.4% | 2,519 | $812K |
| Carnegie Investment Counsel | 0.02% | No change | 2,482 | $800K |
| Burke & Herbert Bank & Trust Co. | 0.19% | No change | 2,482 | $800K |
| Falcon Wealth Planning | 0.09% | New | 2,455 | $791K |
| Ameriflex Group, Inc. | 0.36% | — | 2,375 | $789K |
| Firethorn Wealth Partners, LLC | 0.39% | Reduce -1.5% | 2,443 | $787K |
| Sprinkle Financial Consultants LLC | 0.54% | Add +0.1% | 2,442 | $787K |
| Headinvest, LLC | 0.15% | No change | 2,440 | $786K |
| Cahaba Wealth Management, Inc. | 0.06% | Add +0.2% | 2,436 | $785K |
| Vista Capital Partners, Inc. | 0.09% | Reduce -1.0% | 2,420 | $780K |
| Midland Wealth Advisors, LLC | 0.05% | Reduce -4.9% | 2,406 | $775K |
| HM Payson & Co. | 0.01% | No change | 2,402 | $774K |
| Cary Street Partners Financial LLC | 0.03% | — | 2,396 | $772K |
| Simon Quick Advisors, LLC | 0.05% | Add +0.4% | 2,390 | $770K |
| Penney Financial, LLC | 0.51% | No change | 2,380 | $767K |
| Paces Ferry Wealth Advisors, LLC | 0.37% | Reduce -22.3% | 2,373 | $765K |
| Main Street Financial Solutions, LLC | 0.07% | New | 2,362 | $761K |
| Aspen Investment Management Inc | 0.35% | No change | 2,342 | $754K |
| Clifford Swan Investment Counsel LLC | 0.03% | No change | 2,338 | $753K |
| Pinnacle Wealth Planning Services, Inc. | 0.11% | No change | 2,333 | $752K |
| Capital Investment Advisors, LLC | 0.02% | Reduce -17.1% | 2,311 | $745K |
| Vontobel Holding Ltd. | 0.00% | New | 2,300 | $741K |
| Alcosta Capital Management, Inc. | 0.43% | Reduce -39.1% | 2,291 | $738K |
| Signaturefd, LLC | 0.01% | Reduce -1.3% | 2,291 | $738K |
| Cornerstone Planning Group LLC | 0.18% | Reduce -2.2% | 2,233 | $738K |
| BIP Wealth, LLC | 0.05% | Reduce -2.9% | 2,274 | $733K |
| CPR Investments Inc. | 0.66% | New | 2,273 | $732K |
| StoneX Group Inc. | 0.04% | Reduce -6.6% | 2,272 | $732K |
| Cyndeo Wealth Partners, LLC | 0.05% | Reduce -14.7% | 2,271 | $732K |
| LWM Advisory Services, LLC | 0.51% | Add +6.9% | 2,261 | $728K |
| Verum Partners LLC | 0.21% | Add +0.4% | 2,260 | $728K |
| First American Trust, FSB | 0.07% | Reduce -2.8% | 2,255 | $726K |
| Next Level Private LLC | 0.29% | Add +0.3% | 2,254 | $726K |
| Old North State Wealth Management, LLC | 0.41% | Add +0.3% | 2,251 | $725K |
| Notis-McConarty Edward | 0.35% | Reduce -5.1% | 2,250 | $725K |
| Salem Investment Counselors Inc. | 0.02% | No change | 2,240 | $722K |
| HTLF Bank | 0.08% | Reduce -2.2% | 2,230 | $718K |
| Synergy Investment Management, LLC | 0.31% | — | 2,226 | $717K |
| IFS Advisors, LLC | 0.56% | Reduce -3.3% | 2,224 | $716K |
| BLB&B Advisors, LLC | 0.04% | No change | 2,224 | $716K |
| Fulton Breakefield Broenniman LLC | 0.05% | Reduce -0.7% | 2,217 | $714K |
| Smith Salley Wealth Management | 0.05% | No change | 2,214 | $713K |
| Eastern Bank | 0.01% | Reduce -11.0% | 2,210 | $712K |
| Hollencrest Capital Management | 0.03% | No change | 2,208 | $711K |
| ONE Advisory Partners, LLC | 0.32% | Reduce -5.8% | 2,205 | $710K |
| Riverbridge Partners LLC | 0.01% | No change | 2,204 | $710K |
| Kohmann Bosshard Financial Services, LLC | 0.09% | No change | 2,204 | $710K |
| SMI Advisory Services, LLC | 0.16% | Reduce -0.8% | 2,200 | $704K |
| TRUE Private Wealth Advisors | 0.08% | No change | 2,169 | $699K |
| Kavar Capital Partners Group, LLC | 0.12% | No change | 2,167 | $698K |
| UNIVEST FINANCIAL Corp | 0.04% | Reduce -1.5% | 2,163 | $697K |
| United Asset Strategies, Inc. | 0.06% | Reduce -5.8% | 2,159 | $696K |
| Buttonwood Financial Advisors Inc. | 0.30% | Reduce -1.1% | 2,151 | $693K |
| Tritonpoint Wealth, LLC | 0.06% | Add +0.5% | 2,138 | $689K |
| Moneco Advisors, LLC | 0.07% | Reduce -0.6% | 2,137 | $689K |
| Douglass Winthrop Advisors, LLC | 0.01% | No change | 2,132 | $687K |
| Thrive Wealth Management, LLC | 0.12% | Add +76.4% | 2,124 | $684K |
| SOA Wealth Advisors, LLC. | 0.13% | Add +0.1% | 2,117 | $682K |
| Blankinship & Foster, LLC | 0.17% | Reduce -6.0% | 2,115 | $681K |
| SeaCrest Wealth Management, LLC | 0.07% | Add +0.3% | 2,115 | $681K |
| ShoreHaven Wealth Partners, LLC | 0.32% | Reduce -0.1% | 2,107 | $679K |
| Staley Capital Advisers Inc. | 0.03% | No change | 2,100 | $677K |
| JPL Wealth Management, LLC | 0.19% | — | 2,099 | $676K |
| Tranquility Partners, LLC | 0.25% | Reduce -5.0% | 2,051 | $674K |
| LongView Wealth Management | 0.21% | Reduce -4.3% | 2,092 | $674K |
| Manhattan West Asset Management, LLC | 0.18% | No change | 2,088 | $673K |
| Centaurus Financial, Inc. | 0.04% | Add +7.7% | 2,078 | $669K |
| Houlihan Financial Resource Group, Ltd. | 0.28% | No change | 2,073 | $668K |
| Cibc World Market Inc. | 0.00% | No change | 2,054 | $662K |
| Fulton Bank, N.A. | 0.03% | No change | 2,044 | $658K |
| Orgel Wealth Management, LLC | 0.02% | No change | 2,043 | $658K |
| Members Trust Co | 0.02% | Reduce -0.5% | 2,040 | $657K |
| Acorn Wealth Advisors, LLC | 0.27% | No change | 2,038 | $657K |
| Willis Johnson & Associates, Inc. | 0.05% | Add +1.9% | 2,036 | $656K |
| Prosperity Wealth Management, Inc. | 0.27% | Reduce -2.5% | 2,026 | $653K |
| Kickstand Ventures, Llc. | 0.17% | Reduce -2.4% | 2,019 | $650K |
| Regal Investment Advisors LLC | 0.05% | Add +0.3% | 2,016 | $649K |
| Hurlow Wealth Management Group, Inc. | 0.20% | No change | 2,007 | $647K |
| Childress Capital Advisors, LLC | 0.18% | No change | 2,000 | $644K |
| Citizens National Bank Trust Department | 0.14% | No change | 2,000 | $644K |
| Hohimer Wealth Management, LLC | 0.12% | No change | 1,997 | $643K |
| K.J. Harrison & Partners Inc | 0.10% | No change | 1,993 | $641K |
| Parthenon LLC | 0.08% | Reduce -3.9% | 1,980 | $638K |
| Osborne Partners Capital Management, LLC | 0.04% | No change | 1,979 | $638K |
| Verdence Capital Advisors LLC | 0.05% | Add +0.1% | 1,979 | $637K |
| Connable Office Inc. | 0.07% | New | 1,973 | $636K |
| New Wave Wealth Advisors LLC | 0.26% | Add +2.7% | 1,951 | $629K |
| Harbor Group, Inc. | 0.14% | Reduce -1.6% | 1,942 | $626K |
| Fermata Advisors, LLC | 0.12% | Reduce -34.0% | 1,929 | $621K |
| International Assets Investment Management, LLC | 0.05% | Reduce -0.4% | 1,918 | $617K |
| Blue Oak Capital, LLC | 0.37% | — | 1,907 | $614K |
| Mechanics Bank Trust Department | 0.08% | No change | 1,900 | $612K |
| Golden Road Advisors LLC | 0.46% | No change | 1,881 | $606K |
| Morris Financial Concepts, Inc. | 0.26% | Reduce -0.3% | 1,873 | $603K |
| Synovus Financial Corp. | 0.01% | Add +5.4% | 1,866 | $602K |
| LCNB Corp. | 0.22% | Reduce -9.7% | 1,865 | $601K |
| Nicholas Hoffman & Company, LLC. | 0.02% | Add +1.0% | 1,863 | $600K |
| Zhang Financial LLC | 0.03% | No change | 1,856 | $598K |
| Forte Asset Management LLC | 0.32% | No change | 1,855 | $598K |
| Pinnacle Associates Ltd. | 0.01% | Add +14.0% | 1,847 | $595K |
| Global Wealth Management, LLC | 0.38% | Add +0.3% | 1,837 | $592K |
| Cherry Creek Investment Advisors, Inc. | 0.29% | Add +0.2% | 1,833 | $590K |
| Delta Investment Management, LLC | 0.11% | No change | 1,829 | $589K |
| Silverleafe Capital Partners, LLC | 0.19% | Add +0.1% | 1,821 | $587K |
| WNY Asset Management, LLC | 0.07% | Add +0.4% | 1,819 | $586K |
| Paragon Financial Partners, Inc. | 0.44% | Reduce -5.0% | 1,817 | $585K |
| Moser Wealth Advisors, LLC | 0.30% | Add +2.6% | 1,804 | $581K |
| PACK Private Wealth, LLC | 0.34% | No change | 1,772 | $571K |
| WealthShield Partners, LLC | 0.08% | Add +958.1% | 1,767 | $569K |
| Heritage Financial Services, LLC | 0.08% | No change | 1,766 | $569K |
| Schonfeld Strategic Advisors LLC | 0.00% | New | 1,754 | $565K |
| AAF Wealth Management, LLC | 0.28% | Add +0.2% | 1,753 | $565K |
| KilterHowling LLC | 0.32% | Add +0.4% | 1,693 | $563K |
| Antonelli Financial Advisors, LLC | 0.47% | — | 1,743 | $562K |
| PFG Investments, LLC | 0.03% | Add +2.6% | 1,725 | $556K |
| Virtue Capital Management, LLC | 0.11% | New | 1,715 | $553K |
| Journey Advisory Group, LLC | 0.07% | No change | 1,856 | $552K |
| Marks Group Wealth Management, Inc | 0.05% | Reduce -7.8% | 1,708 | $550K |
| Schechter Investment Advisors, LLC | 0.04% | No change | 1,700 | $548K |
| Legacy Wealth Asset Management, LLC | 0.15% | New | 1,699 | $547K |
| Tolleson Wealth Management, Inc. | 0.11% | No change | 1,690 | $544K |
| Members Wealth LLC | 0.41% | — | 1,636 | $544K |
| Catalina Capital Group, LLC | 0.18% | Reduce -0.3% | 1,686 | $543K |
| Greenwood Gearhart LLC | 0.04% | Reduce -3.5% | 1,673 | $539K |
| Avant Financial Advisors LLC | 0.49% | — | 1,672 | $539K |
| Pure Portfolios Holdings LLC | 0.20% | No change | 1,671 | $538K |
| Palisade Asset Management, LLC | 0.05% | No change | 1,660 | $535K |
| North Berkeley Wealth Management, LLC | 0.54% | — | 1,658 | $534K |
| Kelman-Lazarov, Inc. | 0.10% | No change | 1,656 | $533K |
| Stock Yards Bank & Trust Co. | 0.02% | Reduce -22.1% | 1,652 | $532K |
| Signature Estate & Investment Advisors LLC | 0.01% | Add +12.8% | 1,652 | $532K |
| Callan Capital, LLC | 0.04% | Reduce -60.8% | 1,650 | $532K |
| Flagship Private Wealth, LLC | 0.26% | Reduce -0.2% | 1,649 | $531K |
| Stonebridge Financial Group, LLC | 0.06% | — | 1,647 | $531K |
| RMR Wealth Builders | 0.05% | Add +27.0% | 1,646 | $530K |
| LPWM LLC | 0.17% | Reduce -0.6% | 1,639 | $528K |
| Trexquant Investment LP | 0.01% | New | 1,636 | $527K |
| Murphy, Middleton, Hinkle & Parker, Inc. | 0.30% | No change | 1,635 | $527K |
| Sage Private Wealth Group, LLC | 0.39% | Reduce -0.4% | 1,633 | $526K |
| Founders Financial Alliance, LLC | 0.14% | No change | 1,632 | $526K |
| Soltis Investment Advisors LLC | 0.05% | Reduce -6.4% | 1,632 | $526K |
| Paradigm, Strategies in Wealth Management, LLC | 0.35% | No change | 1,630 | $525K |
| Ascentis Independent Advisors | 0.10% | Add +0.3% | 1,629 | $525K |
| Beaumont Financial Advisors, LLC | 0.04% | Reduce -10.2% | 1,627 | $524K |
| Bogart Wealth, LLC | 0.02% | No change | 1,625 | $524K |
| Allen Mooney & Barnes Investment Advisors LLC | 0.09% | Add +0.3% | 1,624 | $523K |
| Black Diamond Financial, LLC | 0.08% | No change | 1,618 | $521K |
| WealthPLAN Partners, LLC | 0.07% | Reduce -2.1% | 1,618 | $521K |
| U.S. Capital Wealth Advisors, LLC | 0.02% | Reduce -1.9% | 1,614 | $520K |
| Meeder Advisory Services, Inc. | 0.03% | Reduce -9.7% | 1,608 | $518K |
| FARMERS & MERCHANTS TRUST Co OF LONG BEACH | 0.13% | No change | 1,603 | $516K |
| Summit Wealth & Retirement Planning, Inc. | 0.16% | No change | 1,599 | $515K |
| Larson Financial Group LLC | 0.03% | Add +10.5% | 1,588 | $511K |
| Abacus Planning Group, Inc. | 0.09% | No change | 1,578 | $508K |
| Aureus Asset Management, LLC | 0.03% | No change | 1,577 | $508K |
| O'Brien Wealth Partners LLC | 0.09% | No change | 1,574 | $507K |
| Arbor Wealth Advisors LLC | 0.45% | Reduce -6.7% | 1,572 | $506K |
| Private Portfolio Partners LLC | 0.09% | Add +13.1% | 1,566 | $505K |
| Ridgeline Wealth, LLC | 0.41% | — | 1,561 | $503K |
| Blue Trust, Inc. | 0.01% | Reduce -5.7% | 1,560 | $502K |
| Ruggaard & Associates LLC | 0.22% | No change | 1,555 | $501K |
| Canandaigua National Bank & Trust Co. | 0.05% | No change | 1,555 | $501K |
| Gerber Kawasaki Wealth & Investment Management | 0.02% | Reduce -0.1% | 1,549 | $499K |
| Iams Wealth Management, LLC | 0.23% | New | 1,547 | $498K |
| Northside Capital Management, LLC | 0.13% | Reduce -22.5% | 1,546 | $498K |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 0.07% | No change | 1,535 | $495K |
| Country Club Bank | 0.03% | No change | 1,526 | $493K |
| Madden Advisory Services, Inc. | 0.23% | No change | 1,523 | $491K |
| Sunbelt Securities, Inc. | 0.04% | No change | 1,515 | $490K |
| Ullmann Wealth Partners Group, LLC | 0.06% | No change | 1,521 | $490K |
| Prasad Wealth Partners, LLC | 0.16% | — | 1,521 | $490K |
| Maple Capital Management, Inc. | 0.04% | Add +26.5% | 1,518 | $489K |
| Revolve Wealth Partners, LLC | 0.07% | Add +56.0% | 1,509 | $486K |
| Farmers National Bank | 0.14% | — | 1,504 | $485K |
| Western Wealth Management, LLC | 0.03% | Reduce -1.0% | 1,499 | $483K |
| Sentry LLC | 0.09% | Add +0.1% | 1,495 | $482K |
| Proficio Capital Partners LLC | 0.04% | No change | 1,490 | $480K |
| Plante Moran Financial Advisors, LLC | 0.04% | Add +2.2% | 1,489 | $480K |
| Premier Path Wealth Partners, LLC | 0.07% | New | 1,476 | $476K |
| Edgestream Partners, L.P. | 0.02% | Reduce -8.2% | 1,466 | $472K |
| Curated Wealth Partners LLC | 0.05% | No change | 1,450 | $467K |
| Cornerstone Wealth Management, LLC | 0.03% | Add +7.0% | 1,447 | $466K |
| RFG - Bristol Wealth Advisors, LLC | 0.15% | — | 1,440 | $464K |
| Factor Wealth Management LTD | 0.15% | — | 1,435 | $462K |
| Summit Asset Management, LLC | 0.08% | No change | 1,424 | $459K |
| FAS Wealth Partners, Inc. | 0.04% | Reduce -0.9% | 1,422 | $458K |
| 1ST Source Bank | 0.03% | Reduce -20.2% | 1,420 | $457K |
| Pennsylvania Capital Management Inc. | 0.16% | No change | 1,418 | $457K |
| Arq Wealth Advisors, LLC | 0.17% | No change | 1,412 | $455K |
| Geneos Wealth Management Inc. | 0.02% | Reduce -6.4% | 1,408 | $454K |
| World Investment Advisors | 0.01% | Add +33.6% | 1,408 | $454K |
| BSW Wealth Partners | 0.07% | No change | 1,406 | $453K |
| Nestegg Advisors, Inc. | 0.46% | — | 1,367 | $452K |
| Global Wealth Strategies & Associates | 0.14% | No change | 1,400 | $451K |
| Parr McKnight Wealth Management Group, LLC | 0.06% | — | 1,396 | $450K |
| Napatree Capital LLC | 0.26% | New | 1,388 | $447K |
| TD Capital Management LLC | 0.05% | Reduce -2.7% | 1,387 | $447K |
| Pointe Capital Management LLC | 0.25% | Reduce -3.9% | 1,375 | $443K |
| Betterment LLC | 0.00% | Reduce -45.3% | 1,368 | $441K |
| Diversify Advisory Services, LLC | 0.02% | Reduce -0.3% | 1,370 | $438K |
| Chatham Capital Group, Inc. | 0.07% | No change | 1,358 | $437K |
| Partners Wealth Management, LLC | 0.50% | — | 1,352 | $436K |
| Mittelman Wealth Management | 0.40% | New | 1,350 | $435K |
| Modern Wealth Management, LLC | 0.02% | Add +20.0% | 1,345 | $433K |
| AssuredPartners Investment Advisors, LLC | 0.08% | — | 1,335 | $430K |
| Wealth Alliance, LLC | 0.05% | Reduce -0.5% | 1,314 | $423K |
| Patton Albertson Miller Group, LLC | 0.06% | No change | 1,307 | $421K |
| True Link Financial Advisors, LLC | 0.04% | Reduce -5.0% | 1,304 | $420K |
| Invst, LLC | 0.05% | New | 1,300 | $419K |
| Wetzel Investment Advisors, Inc. | 0.21% | No change | 1,299 | $418K |
| Private Trust Co. NA | 0.04% | Add +135.4% | 1,295 | $417K |
| Asset Management Group, Inc. | 0.07% | Add +0.3% | 1,271 | $410K |
| Arete Wealth Advisors, LLC | 0.03% | Add +12.5% | 1,269 | $409K |
| Wellspring Financial Advisors, LLC | 0.04% | Add +0.3% | 1,267 | $408K |
| Astoria Strategic Wealth, Inc. | 0.12% | Reduce -31.1% | 1,264 | $407K |
| Ameritas Advisory Services, LLC | 0.01% | Add +81.6% | 1,264 | $407K |
| Highview Capital Management LLC | 0.16% | Reduce -23.9% | 1,263 | $407K |
| Union Savings Bank | 0.20% | No change | 1,263 | $407K |
| Baring Financial LLC | 0.36% | — | 1,262 | $406K |
| Joseph Group Capital Management | 0.16% | Reduce -11.1% | 1,261 | $406K |
| Evergreen Capital Management LLC | 0.01% | Add +17.6% | 1,255 | $404K |
| JB Capital LLC | 0.02% | Add +0.1% | 1,254 | $404K |
| Gibbs Wealth Management | 0.11% | Add +2.2% | 1,247 | $402K |
| Redwood Wealth Management Group, LLC | 0.20% | Reduce -1.0% | 1,243 | $400K |
| Etesian Wealth Advisors, Inc. | 0.18% | No change | 1,241 | $400K |
| Cape Cod Five Cents Savings Bank | 0.04% | No change | 1,271 | $400K |
| Atlas Brown,Inc. | 0.14% | No change | 1,239 | $399K |
| Simplicity Wealth,LLC | 0.08% | No change | 1,239 | $399K |
| Penobscot Wealth Management | 0.18% | Reduce -5.9% | 1,239 | $399K |
| Legacy Wealth Management, LLC / MS | 0.16% | Reduce -7.5% | 1,230 | $396K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.06% | Reduce -1.3% | 1,228 | $396K |
| LGT Financial Advisors LLC | 0.87% | No change | 1,226 | $395K |
| First Manhattan Co. Llc. | 0.00% | No change | 1,224 | $394K |
| Abacus Wealth Partners, LLC | 0.06% | No change | 1,221 | $393K |
| Willow Creek Wealth Management Inc. | 0.04% | No change | 1,219 | $393K |
| Creegan & Nassoura Financial Group, LLC | 0.26% | No change | 1,200 | $387K |
| V2 Financial group LLC | 0.23% | No change | 1,200 | $387K |
| Zacks Investment Management | 0.00% | Add +2.2% | 1,199 | $386K |
| Reynders McVeigh Capital Management, LLC | 0.02% | No change | 1,194 | $385K |
| PBMares Wealth Management LLC | 0.08% | No change | 1,194 | $385K |
| Generation Capital Management LLC | 0.33% | — | 1,190 | $383K |
| Wedbush Securities Inc. | 0.01% | Add +12.6% | 1,179 | $380K |
| GW Henssler & Associates Ltd. | 0.02% | No change | 1,200 | $377K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.01% | Reduce -21.9% | 1,169 | $377K |
| Rothschild Capital Partners, LLC | 0.09% | Add +0.3% | 1,165 | $375K |
| SkyOak Wealth, LLC | 0.08% | Reduce -9.7% | 1,151 | $371K |
| Berkeley Capital Partners, LLC | 0.10% | Reduce -20.7% | 1,150 | $370K |
| Baker Ellis Asset Management LLC | 0.05% | No change | 1,150 | $370K |
| Chesapeake Wealth Management | 0.13% | No change | 1,142 | $368K |
| Guardian Asset Advisors, LLC | 0.24% | Add +0.3% | 1,142 | $368K |
| McAdam, LLC | 0.02% | Add +1.6% | 1,139 | $367K |
| Capital Advisors Wealth Management, LLC | 0.07% | Add +1.8% | 1,138 | $367K |
| Anchor Investment Management, LLC | 0.03% | No change | 1,128 | $363K |
| LVW Advisors, LLC | 0.04% | New | 1,127 | $363K |
| Venture Visionary Partners LLC | 0.02% | Add +32.2% | 1,121 | $361K |
| Drake & Associates, LLC | 0.10% | No change | 1,083 | $359K |
| Norden Group LLC | 0.04% | No change | 1,113 | $358K |
| Meridian Wealth Partners, LLC | 0.05% | No change | 1,111 | $358K |
| MPWM Advisory Solutions, LLC | 0.26% | — | 1,107 | $357K |
| Gilliland Jeter Wealth Management LLC | 0.12% | No change | 1,104 | $356K |
| Cherry Tree Wealth Management, LLC | 0.09% | No change | 1,102 | $355K |
| Park Place Capital Corp | 0.10% | New | 1,093 | $352K |
| Patriot Financial Group Insurance Agency, LLC | 0.05% | New | 1,081 | $348K |
| Marcum Wealth, LLC | 0.03% | Add +2.1% | 1,078 | $347K |
| Encompass Wealth Advisors, LLC | 0.14% | No change | 1,075 | $346K |
| Foster & Motley Inc. | 0.02% | Reduce -9.0% | 1,065 | $343K |
| Fortress Financial Group, LLC | 0.34% | — | 1,064 | $343K |
| Telos Capital Management, Inc. | 0.04% | Add +0.1% | 1,060 | $342K |
| Wernau Asset Management Inc. | 0.33% | — | 1,060 | $341K |
| Silver Oak Advisory Group, Inc. | 0.18% | No change | 1,061 | $341K |
| EverSource Wealth Advisors, LLC | 0.02% | Add +101.7% | 1,057 | $341K |
| EWG Elevate Inc. | 0.10% | No change | 1,051 | $339K |
| Investmark Advisory Group LLC | 0.17% | Add +0.3% | 1,050 | $339K |
| Missouri Trust & Investment Co | 0.12% | No change | 1,050 | $338K |
| Uptick Partners, LLC | 0.12% | Add +4.9% | 1,049 | $338K |
| Beirne Wealth Consulting Services, LLC | 0.12% | Add +0.2% | 1,048 | $338K |
| Rockport Wealth LLC | 0.15% | No change | 1,048 | $338K |
| Keystone Wealth Services, LLC | 0.09% | Add +0.1% | 1,046 | $337K |
| WestEnd Advisors, LLC | 0.01% | Add +33.8% | 1,045 | $337K |
| New Century Financial Group, LLC | 0.14% | Add +0.3% | 1,032 | $336K |
| Lee, Kelleher & Klein Wealth Management | 0.24% | — | 1,043 | $336K |
| Madison Wealth Partners, Inc | 0.09% | Add +0.1% | 1,042 | $336K |
| Frederick Financial Consultants, LLC | 0.27% | — | 1,041 | $335K |
| Saxon Interests, Inc. | 0.15% | No change | 1,033 | $333K |
| Ethos Financial Group, LLC | 0.04% | New | 1,022 | $329K |
| KCM Investment Advisors LLC | 0.01% | Add +4.7% | 1,021 | $329K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Add +1.8% | 1,019 | $328K |
| Deutsche Bank AG | 0.00% | Add +40.1% | 1,017 | $328K |
| Ausdal Financial Partners, Inc. | 0.03% | Reduce -7.1% | 1,012 | $326K |
| Capital Advisors Inc. | 0.01% | Add +10.5% | 1,010 | $325K |
| Claro Advisors Inc. | 0.04% | Reduce -11.9% | 1,010 | $325K |
| Glass Jacobson Investment Advisors llc | 0.11% | Add +1.7% | 1,008 | $325K |
| Advocate Group LLC | 0.06% | No change | 1,000 | $322K |
| Ritholtz Wealth Management | 0.01% | Add +16.5% | 995 | $321K |
| Crescent Grove Advisors, LLC | 0.03% | Add +3.0% | 994 | $320K |
| Ancora Advisors LLC | 0.01% | Reduce -66.4% | 993 | $320K |
| Bristlecone Advisors, LLC | 0.02% | Reduce -2.0% | 981 | $316K |
| Cambridge Capital Management, LLC | 0.20% | Add +0.3% | 981 | $316K |
| Cardinal Point Capital Management ULC | 0.05% | No change | 979 | $315K |
| FFT Wealth Management LLC | 0.02% | Add +0.2% | 979 | $315K |
| Howard Wealth Management, LLC | 0.17% | Add +0.3% | 977 | $315K |
| S.A. Mason LLC | 0.17% | No change | 975 | $314K |
| Range Financial Group LLC | 0.14% | New | 974 | $314K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -89.0% | 971 | $313K |
| Tenon Financial LLC | 0.20% | No change | 966 | $311K |
| Gibson Capital, LLC | 0.06% | No change | 958 | $309K |
| Fulcrum Capital LLC | 0.06% | No change | 957 | $308K |
| Aft, Forsyth & Company, Inc. | 0.15% | Reduce -1.2% | 954 | $307K |
| Topsail Wealth Management, LLC | 0.07% | — | 952 | $307K |
| Delta Asset Management LLC | 0.03% | No change | 950 | $306K |
| Olde Wealth Management, LLC | 0.11% | No change | 951 | $306K |
| Bedel Financial Consulting, Inc. | 0.04% | Reduce -24.8% | 917 | $306K |
| New Republic Capital, LLC | 0.20% | Reduce -3.4% | 949 | $306K |
| NBT Bank, N.A. | 0.02% | Reduce -0.2% | 935 | $301K |
| Fifth Third Wealth Advisors LLC | 0.02% | Reduce -1.6% | 927 | $299K |
| Smith Anglin Financial, LLC | 0.03% | Add +0.3% | 927 | $299K |
| Advus Financial Partners, LLC | 0.08% | No change | 927 | $299K |
| Migdal Insurance & Financial Holdings Ltd. | 0.00% | Reduce -7.4% | 924 | $298K |
| Avantax Planning Partners, Inc. | 0.01% | No change | 924 | $298K |
| Wade Financial Advisory, Inc | 0.10% | No change | 920 | $296K |
| Accelerate Investment Advisors LLC | 0.26% | Reduce -7.6% | 919 | $296K |
| B.O.S.S. Retirement Advisors, LLC | 0.08% | New | 917 | $295K |
| Accretive Wealth Partners, LLC | 0.13% | No change | 916 | $295K |
| Juncture Wealth Strategies, LLC | 0.11% | No change | 913 | $294K |
| First Trust Advisors LP | 0.00% | New | 910 | $293K |
| Shared Vision Wealth Group LLC | 0.15% | Reduce -1.0% | 909 | $293K |
| Valley Forge Investment Consultants Inc. Adv | 0.10% | No change | 903 | $291K |
| Embree Financial Group | 0.05% | Reduce -0.6% | 895 | $288K |
| Keb Asset Management, LLC | 0.08% | No change | 888 | $286K |
| Alesco Advisors, LLC, An ESL Co | 0.01% | No change | 885 | $285K |
| Eagle Ridge Investment Management | 0.02% | No change | 881 | $284K |
| Werba Rubin Papier Wealth Management | 0.07% | No change | 879 | $283K |
| Quest Investment Management LLC | 0.03% | No change | 875 | $282K |
| Calton & Associates, Inc. | 0.12% | Add +6.2% | 874 | $282K |
| Beacon Harbor Wealth Advisors, Inc. | 0.07% | Add +7.9% | 872 | $281K |
| Enterprise Bank & Trust Co | 0.09% | Add +32.4% | 871 | $281K |
| MidAtlantic Capital Management, Inc. | 0.21% | No change | 869 | $280K |
| Hill Investment Group Partners, LLC | 0.04% | No change | 869 | $280K |
| Sage Rhino Capital LLC | 0.06% | No change | 868 | $280K |
| Advisory Alpha, LLC | 0.01% | Add +5.4% | 863 | $278K |
| Traynor Capital Management, Inc. | 0.02% | Add +4.1% | 862 | $278K |
| Amundi | 0.00% | Add +488.4% | 859 | $277K |
| West Michigan Advisors, LLC | 0.08% | New | 856 | $276K |
| Principle Wealth Partners LLC | 0.02% | No change | 854 | $275K |
| Financial Alternatives, Inc | 0.19% | No change | 851 | $274K |
| Amplius Wealth Advisors, LLC | 0.03% | No change | 850 | $274K |
| Kanawha Capital Management LLC | 0.02% | No change | 849 | $274K |
| Edge Financial Advisors LLC | 0.24% | New | 842 | $271K |
| Benchmark Investment Advisors LLC | 0.18% | No change | 842 | $271K |
| Detalus Advisors, LLC | 0.09% | Reduce -5.6% | 841 | $271K |
| First Commonwealth Financial Corp | 0.06% | No change | 840 | $271K |
| Covenant Partners, LLC | 0.08% | No change | 839 | $270K |
| RAM Investment Partners, LLC | 0.07% | No change | 836 | $269K |
| Allred Capital Management, LLC | 0.10% | No change | 835 | $269K |
| Exencial Wealth Advisors, LLC | 0.01% | Add +0.4% | 834 | $269K |
| Wealth Advisors of Iowa, LLC | 0.14% | Reduce -2.7% | 832 | $268K |
| Greenhouse Wealth Management, LLC | 0.18% | Add +0.1% | 825 | $266K |
| NTV Asset Management LLC | 0.04% | New | 824 | $265K |
| Bar Harbor Wealth Management | 0.02% | No change | 822 | $265K |
| Abound Wealth Management | 0.08% | Reduce -0.1% | 818 | $264K |
| Lindbrook Capital, LLC | 0.02% | No change | 818 | $264K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -5.1% | 816 | $263K |
| BlueChip Wealth Advisors LLC | 0.15% | No change | 812 | $262K |
| Klingenstein Fields & Co. LP | 0.01% | No change | 810 | $261K |
| One Charles Private Wealth Services, LLC | 0.09% | Reduce -4.7% | 808 | $260K |
| Hutchinson Capital Management | 0.05% | No change | 806 | $260K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.02% | Add +11.4% | 801 | $258K |
| Melfa Wealth Management, Inc. | 0.17% | No change | 800 | $258K |
| Iowa State Bank | 0.05% | No change | 800 | $258K |
| Impact Capital Partners LLC | 0.09% | — | 796 | $256K |
| Isthmus Partners, LLC | 0.03% | No change | 795 | $256K |
| Builder Investment Group Inc. | 0.07% | No change | 793 | $255K |
| King Wealth Management Group | 0.04% | Reduce -48.9% | 789 | $254K |
| Stone Summit Wealth LLC | 0.09% | No change | 788 | $254K |
| Ingalls & Snyder LLC | 0.01% | No change | 786 | $253K |
| Lewis Asset Management, LLC | 0.19% | Add +0.1% | 785 | $253K |
| New England Professional Planning Group Inc. | 0.13% | Add +15.0% | 780 | $251K |
| Rollins Financial Advisors, LLC | 0.04% | No change | 779 | $251K |
| Fullcircle Wealth LLC | 0.10% | Reduce -0.1% | 747 | $251K |
| Howard Bailey Securities, LLC | 0.09% | New | 779 | $251K |
| Prestige Wealth Management Group LLC | 0.05% | No change | 779 | $251K |
| Redhawk Wealth Advisors, Inc. | 0.03% | Add +0.3% | 774 | $249K |
| Northstar Advisory Group, LLC | 0.13% | New | 774 | $249K |
| Family Office Research LLC | 0.11% | — | 770 | $248K |
| EPG Wealth Management LLC | 0.07% | Reduce -1.3% | 769 | $248K |
| Boston Research & Management Inc. | 0.06% | No change | 768 | $247K |
| Lakeshore Capital Group, Inc. | 0.37% | — | 767 | $247K |
| Cherrydale Wealth Management, LLC | 0.09% | Add +0.4% | 761 | $245K |
| Holistic Financial Partners | 0.12% | No change | 760 | $245K |
| Perennial Investment Advisors, LLC | 0.03% | Add +1.3% | 760 | $245K |
| MBL Wealth, LLC | 0.02% | Reduce -3.2% | 757 | $244K |
| Allspring Global Investments Holdings, LLC | 0.00% | Add +285.7% | 756 | $244K |
| IPG Investment Advisors LLC | 0.06% | Add +8.6% | 755 | $243K |
| Acorn Creek Capital LLC | 0.12% | New | 754 | $243K |
| Rialto Wealth Management, LLC | 0.08% | — | 754 | $243K |
| KDK Private Wealth Management, LLC | 0.25% | — | 753 | $243K |
| Washington Trust Bank | 0.02% | Reduce -0.3% | 752 | $242K |
| Atlantic Union Bankshares Corp | 0.01% | No change | 750 | $242K |
| Acorn Financial Advisory Services Inc. | 0.04% | No change | 749 | $241K |
| Forte Capital LLC | 0.03% | No change | 741 | $239K |
| Parkworth Wealth Management, Inc. | 0.20% | — | 739 | $238K |
| Disciplined Investments, LLC | 0.12% | Add +8.9% | 736 | $237K |
| Pallas Capital Advisors LLC | 0.01% | Reduce -1.6% | 735 | $237K |
| 5T Wealth, LLC | 0.13% | — | 735 | $237K |
| WealthCollab, LLC | 0.15% | Reduce -10.1% | 730 | $235K |
| Bearing Point Capital, LLC | 0.05% | — | 730 | $235K |
| 360 Financial, Inc. | 0.08% | Reduce -6.2% | 729 | $235K |
| Boston Family Office LLC | 0.02% | No change | 725 | $234K |
| TFR Capital, LLC. | 0.12% | — | 725 | $234K |
| Clark Asset Management, LLC | 0.04% | Add +7.1% | 724 | $233K |
| Faithward Advisors, LLC | 0.04% | No change | 724 | $233K |
| MTM Investment Management, LLC | 0.09% | Add +624.0% | 724 | $233K |
| Wealth Effects LLC | 0.08% | No change | 723 | $233K |
| SageView Advisory Group, LLC | 0.01% | New | 723 | $233K |
| Matrix Asset Advisors Inc. | 0.03% | Add +0.1% | 722 | $233K |
| Kapstone Financial Advisors LLC | 0.12% | No change | 700 | $232K |
| Bigelow Investment Advisors, LLC | 0.11% | Reduce -21.7% | 720 | $232K |
| Intellus Advisors LLC | 0.04% | — | 720 | $232K |
| Bingham Private Wealth, LLC | 0.25% | — | 719 | $232K |
| Athena Investment Management | 0.13% | Reduce -2.2% | 718 | $231K |
| Fayez Sarofim & Co | 0.00% | Add +10.1% | 717 | $231K |
| Unionview, LLC | 0.17% | Add +0.3% | 717 | $231K |
| Carmel Capital Partners, LLC | 0.09% | No change | 717 | $231K |
| One Capital Management, LLC | 0.01% | Reduce -26.9% | 713 | $230K |
| Private Capital Management, LLC | 0.02% | No change | 708 | $228K |
| Watershed Private Wealth LLC | 0.09% | No change | 705 | $227K |
| Evolution Wealth Advisors, LLC | 0.04% | No change | 704 | $227K |
| Aspect Partners, LLC | 0.13% | No change | 702 | $226K |
| Horan Securities, Inc. | 0.09% | Add +0.9% | 701 | $226K |
| Unique Wealth, LLC | 0.05% | New | 701 | $226K |
| ARS Wealth Advisors Group, LLC | 0.03% | No change | 701 | $226K |
| Geller Advisors LLC | 0.01% | No change | 701 | $226K |
| Sigma Planning Corp | 0.01% | Add +0.9% | 700 | $226K |
| State Street Corp. | 0.00% | No change | 700 | $226K |
| Windsor Capital Management, LLC | 0.07% | Add +5.9% | 699 | $225K |
| Quadcap Wealth Management, LLC | 0.03% | New | 696 | $224K |
| Rathbones Group PLC | 0.00% | New | 694 | $224K |
| 626 Financial, LLC | 0.12% | No change | 691 | $223K |
| Fielder Capital Group LLC | 0.07% | No change | 690 | $222K |
| Northwest Quadrant Wealth Management, LLC | 0.05% | Add +0.3% | 690 | $222K |
| Crumly & Associates Inc. | 0.06% | No change | 686 | $221K |
| Timonier Family Office, LTD. | 0.11% | — | 685 | $221K |
| Summit Place Financial Advisors, LLC | 0.13% | No change | 682 | $220K |
| Financial Gravity Companies, Inc. | 0.05% | No change | 681 | $219K |
| Quadrant Private Wealth Management, LLC | 0.05% | Add +3.0% | 675 | $218K |
| NovaPoint Capital, LLC | 0.07% | No change | 675 | $218K |
| Fortis Capital Management LLC | 0.04% | Reduce -10.6% | 674 | $217K |
| Pflug Koory, LLC | 0.01% | No change | 674 | $217K |
| Millington Financial Advisors, LLC | 0.12% | No change | 650 | $214K |
| Moss Adams Wealth Advisors LLC | 0.02% | Reduce -37.4% | 665 | $214K |
| Affinity Wealth Management LLC | 0.04% | No change | 665 | $214K |
| Old Port Advisors | 0.06% | Reduce -2.6% | 664 | $214K |
| Frazier Financial Advisors, LLC | 0.17% | Add +120.3% | 661 | $214K |
| Silicon Valley Capital Partners | 0.02% | Add +0.3% | 660 | $213K |
| LexAurum Advisors, LLC | 0.04% | Reduce -9.0% | 658 | $212K |
| Concourse Financial Group Securities, Inc. | 0.01% | No change | 632 | $211K |
| RMR Capital Management, LLC | 0.16% | Reduce -17.0% | 654 | $211K |
| United Bank | 0.03% | No change | 650 | $209K |
| Bond & Devick Financial Network, Inc. | 0.09% | No change | 663 | $208K |
| Gould Asset Management LLC | 0.04% | No change | 644 | $207K |
| Seneschal Advisors, LLC | 0.17% | — | 643 | $207K |
| Twelve Points Wealth Management LLC | 0.06% | Reduce -17.9% | 643 | $207K |
| Oarsman Capital, Inc. | 0.04% | Reduce -60.6% | 642 | $207K |
| NWK Group, Inc. | 0.08% | No change | 640 | $206K |
| Novare Capital Management LLC | 0.02% | New | 632 | $204K |
| Alta Wealth Advisors LLC | 0.09% | New | 631 | $203K |
| Aspen Grove Capital, LLC | 0.04% | New | 631 | $203K |
| Logan Capital Management Inc. | 0.01% | Add +12.7% | 631 | $203K |
| CWS Financial Advisors, LLC | 0.07% | New | 628 | $202K |
| Naviter Wealth, LLC | 0.02% | New | 627 | $202K |
| Satovsky Asset Management LLC | 0.05% | New | 626 | $202K |
| AGH Wealth Advisors, LLC | 0.19% | — | 625 | $201K |
| Calamos Advisors LLC | 0.00% | Reduce -6.3% | 625 | $201K |
| Howland Capital Management LLC | 0.01% | Reduce -15.9% | 623 | $201K |
| LS Investment Advisors, LLC | 0.03% | New | 622 | $200K |
| Founders Capital Management | 0.13% | No change | 618 | $199K |
| BankPlus Trust Department | 0.06% | — | 596 | $192K |
| Beaird Harris Wealth Management, LLC | 0.02% | Reduce -9.3% | 592 | $191K |
| Financial Connections Group, Inc. | 0.09% | No change | 582 | $187K |
| Hemington Wealth Management | 0.05% | No change | 583 | $187K |
| Creative Financial Designs Inc. | 0.01% | Add +0.2% | 570 | $184K |
| Blume Capital Management, Inc. | 0.04% | No change | 550 | $177K |
| Rothschild Investment LLC | 0.01% | No change | 549 | $177K |
| Northwest Capital Management Inc | 0.08% | Add +0.2% | 548 | $177K |
| Ritter Daniher Financial Advisory LLC / DE | 0.05% | Add +272.1% | 547 | $176K |
| SIMA Wealth Partners, LLC | 0.15% | No change | 539 | $174K |
| Harbour Investments, Inc. | 0.00% | Reduce -7.0% | 533 | $172K |
| Trust Co. of Vermont | 0.01% | No change | 526 | $169K |
| City State Bank | 0.06% | No change | 525 | $169K |
| Copia Wealth Management | 0.16% | — | 523 | $168K |
| First Pacific Financial | 0.04% | Reduce -76.6% | 516 | $166K |
| Pin Oak Investment Advisors Inc. | 0.15% | No change | 516 | $162K |
| Trifecta Capital Advisors, LLC | 0.03% | No change | 500 | $161K |
| Security National Bank | 0.02% | New | 492 | $159K |
| Quent Capital, LLC | 0.02% | Add +0.0% | 455 | $147K |
| GAMMA Investing LLC | 0.01% | No change | 452 | $146K |
| Crewe Advisors LLC | 0.02% | New | 435 | $140K |
| PFG Private Wealth Management, LLC | 0.08% | No change | 434 | $140K |
| Westside Investment Management, Inc. | 0.03% | No change | 430 | $139K |
| AlphaMark Advisors, LLC | 0.06% | No change | 427 | $138K |
| Cullen/Frost Bankers, Inc. | 0.00% | New | 421 | $136K |
| Pineridge Advisors LLC | 0.05% | No change | 416 | $134K |
| Darwin Wealth Management, LLC | 0.04% | No change | 413 | $133K |
| McIlrath & Eck, LLC | 0.02% | Add +0.5% | 406 | $131K |
| Coppell Advisory Solutions LLC | 0.02% | No change | 392 | $127K |
| Financial Life Planners | 0.10% | — | 380 | $122K |
| Family Manage LLC | 0.02% | Add +7.1% | 375 | $121K |
| Beacon Capital Management, LLC | 0.02% | Add +0.3% | 373 | $120K |
| Cedar Mountain Advisors, LLC | 0.03% | No change | 372 | $120K |
| SouthState Bank Corp | 0.01% | No change | 370 | $119K |
| Breakwater Investment Management | 0.05% | No change | 363 | $117K |
| Pinney & Scofield, Inc. | 0.09% | — | 360 | $116K |
| Smartleaf Asset Management LLC | 0.01% | No change | 348 | $113K |
| BTG Pactual Asset Management US LLC | 0.01% | New | 332 | $109K |
| Winthrop Capital Management, LLC | 0.03% | New | 330 | $107K |
| Center for Financial Planning, Inc. | 0.01% | No change | 332 | $107K |
| Marquette Associates, Inc. | 0.09% | Reduce -24.1% | 321 | $103K |
| Stuart Chaussee & Associates, Inc. | 0.03% | No change | 320 | $103K |
| Paladin Advisory Group, LLC | 0.08% | No change | 308 | $99K |
| Transce3nd, LLC | 0.03% | — | 300 | $97K |
| Milestone Investment Advisors LLC | 0.03% | No change | 300 | $97K |
| Tompkins Financial Corp. | 0.01% | Reduce -25.6% | 291 | $94K |
| Salomon & Ludwin, LLC | 0.01% | Reduce -31.4% | 290 | $93K |
| Pacific Center for Financial Services | 0.02% | No change | 286 | $92K |
| Brown, Lisle/Cummings, Inc. | 0.03% | No change | 279 | $90K |
| Independence Bank of Kentucky | 0.01% | No change | 278 | $90K |
| Eukles Asset Management | 0.04% | Reduce -12.1% | 277 | $89K |
| GeoWealth Management, LLC | 0.00% | Add +24.9% | 271 | $87K |
| Mainstream Capital Management LLC | 0.06% | New | 269 | $87K |
| Pacifica Partners Inc. | 0.04% | No change | 267 | $86K |
| Maryland Capital Advisors Inc. | 0.04% | No change | 261 | $84K |
| Hantz Financial Services, Inc. | 0.00% | No change | 260 | $84K |
| HHM Wealth Advisors, LLC | 0.01% | No change | 258 | $83K |
| Capital Investment Advisory Services, LLC | 0.01% | Add +38.9% | 257 | $83K |
| Insight Inv LLC | 0.06% | New | 245 | $79K |
| Palouse Capital Management, Inc. | 0.05% | No change | 241 | $78K |
| Tanaka Capital Management Inc. | 0.17% | No change | 235 | $76K |
| Sugarloaf Wealth Management, LLC | 0.01% | No change | 222 | $72K |
| Grove Bank & Trust | 0.01% | New | 222 | $72K |
| Kiker Wealth Management, LLC | 0.06% | — | 218 | $70K |
| Main Management LLC | 0.01% | No change | 208 | $67K |
| Global Financial Private Client, LLC | 0.02% | No change | 201 | $65K |
| SYM FINANCIAL Corp | 0.01% | No change | 178 | $57K |
| Koesten, Hirschmann & Crabtree, INC. | 0.03% | No change | 177 | $57K |
| JNBA Financial Advisors | 0.01% | No change | 174 | $56K |
| Medallion Wealth Advisors, LLC | 0.03% | — | 181 | $56K |
| Horizons Wealth Management | 0.04% | No change | 170 | $55K |
| Valley National Advisers Inc. | 0.01% | No change | 170 | $54K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.01% | New | 158 | $51K |
| North Ridge Wealth Advisors, Inc. | 0.03% | New | 150 | $48K |
| ZynergyRetirementPlanningLLC | 0.03% | No change | 150 | $47K |
| Aventura Private Wealth, LLC | 0.03% | — | 146 | $47K |
| Farmers & Merchants Trust Co of Chambersburg PA | 0.02% | No change | 145 | $47K |
| Chilton Capital Management LLC | 0.00% | No change | 145 | $47K |
| Roxbury Financial LLC | 0.04% | — | 139 | $46K |
| Oliver Lagore Vanvalin Investment Group | 0.01% | No change | 143 | $46K |
| Robinswood Financial LLC | 0.02% | No change | 142 | $46K |
| Avion Wealth | 0.01% | No change | 130 | $41K |
| Cordgrass Capital Advisors, LLC | 0.01% | No change | 125 | $40K |
| Kestra Investment Management, LLC | 0.00% | New | 122 | $39K |
| Centricity Wealth Management, LLC | 0.04% | — | 120 | $39K |
| FSA Wealth Management LLC | 0.02% | Reduce -33.3% | 120 | $39K |
| Archer Investment Corp | 0.01% | No change | 117 | $38K |
| Crews Bank & Trust | 0.01% | — | 116 | $37K |
| GW&K Investment Management, LLC | 0.00% | No change | 114 | $37K |
| Mb, Levis & Associates, LLC | 0.02% | No change | 114 | $37K |
| Golden State Wealth Management, LLC | 0.01% | — | 114 | $37K |
| Fourth Dimension Wealth, LLC | 0.02% | — | 112 | $36K |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 109 | $35K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 106 | $34K |
| Rosenberg Matthew Hamilton | 0.01% | Reduce -22.8% | 105 | $34K |
| Peachtree Investment Partners, LLC | 0.01% | No change | 104 | $34K |
| Clarkston Capital Partners, LLC | 0.00% | No change | 103 | $33K |
| Arax Advisory Partners | 0.00% | No change | 96 | $31K |
| LRI Investments, LLC | 0.00% | No change | 96 | $31K |
| Millstone Evans Group, LLC | 0.02% | — | 91 | $29K |
| Caldwell Trust Co | 0.00% | No change | 88 | $28K |
| Howe & Rusling Inc. | 0.00% | No change | 86 | $28K |
| Redwood Park Advisors LLC | 0.02% | — | 84 | $27K |
| Angeles Wealth Management, LLC | 0.00% | Reduce -1.2% | 84 | $27K |
| Quest 10 Wealth Builders, Inc. | 0.02% | — | 75 | $24K |
| Transcendent Capital Group LLC | 0.01% | No change | 73 | $23K |
| AllSquare Wealth Management LLC | 0.01% | No change | 66 | $21K |
| Atlantic Edge Private Wealth Management, LLC | 0.01% | No change | 65 | $21K |
| Laurel Wealth Advisors LLC | 0.00% | No change | 65 | $21K |
| Atala Financial Inc | 0.01% | — | 65 | $21K |
| Elevation Wealth Partners, LLC | 0.01% | No change | 64 | $21K |
| 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% | No change | 58 | $19K |
| Colonial Trust Co / SC | 0.00% | Reduce -3.6% | 53 | $17K |
| Investment Counsel Co. of Nevada | 0.04% | — | 50 | $16K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 50 | $16K |
| Dunhill Financial, LLC | 0.01% | No change | 46 | $15K |
| Arcadia Investment Management Corp. | 0.00% | No change | 45 | $14K |
| Vermillion & White Wealth Management Group, LLC | 0.01% | No change | 45 | $14K |
| Tradewinds Capital Management, LLC | 0.00% | No change | 40 | $13K |
| Hoey Investments, Inc. | 0.00% | No change | 39 | $13K |
| Bangor Savings Bank | 0.00% | No change | 38 | $12K |
| IAG Wealth Partners, LLC | 0.00% | No change | 37 | $12K |
| Angeles Investment Advisors, LLC | 0.00% | No change | 32 | $10K |
| Steph & Co. | 0.00% | No change | 30 | $10K |
| Van Hulzen Asset Management, LLC | 0.00% | New | 30 | $10K |
| Strategic Investment Solutions, Inc. | 0.00% | No change | 25 | $8K |
| Piscataqua Savings Bank | 0.01% | No change | 25 | $8K |
| Sound Income Strategies, LLC | 0.00% | Reduce -75.8% | 23 | $7K |
| Peoples Bank | 0.01% | 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 |
| NFSG Corp | 0.00% | New | 17 | $5K |
| Lowe Wealth Advisors, 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 | $5K |
| Continuum Advisory, LLC | 0.00% | No change | 13 | $4K |
| Arlington Trust Co LLC | 0.00% | No change | 11 | $4K |
| ARK Investment Management | 0.00% | New | 11 | $3K |
| Summit Securities Group LLC | 0.00% | New | 10 | $3K |
| Winch Advisory Services, LLC | 0.00% | Reduce -93.8% | 6 | $2K |
| IMG Wealth Management, Inc. | 0.00% | — | 6 | $2K |
| Weaver Capital Management LLC | 0.00% | No change | 2 | $645 |
"% of holder's portfolio" is IWB's weight in each manager's 13F, not the share of iShares Russell 1000 ETF the manager owns.