iShares Russell 1000 ETFIWBETF
13F holders, Q1 2025 (March 31)At the end of Q1 2025, 1,343 institutions reported holding iShares Russell 1000 ETF (IWB) in their 13F filings, down 16 from Q4 2024. 72 opened new positions and 75 sold out. The largest holders were Jones Financial Companies LLLP ($3.1B), FMR LLC ($3.0B) and Envestnet Asset Management Inc. ($1.4B). 6 famous investors held it, including Israel Englander (0.0% of Millennium Management's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio).
- Company
- iShares Russell 1000 ETF
- CUSIP
- 464287622
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 72 | $214.7M |
| Exits | 75 | $221.9M |
All 13F filers, Q4 2024 → Q1 2025: 4,310,439 shares bought and 6,341,943 shares sold, net −2,031,504 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,343 holders
| Jones Financial Companies LLLP | 2.80% | Add +5.1% | 10,240,732 | $3.1B |
| FMR LLC | 0.19% | Reduce -0.2% | 9,821,642 | $3.0B |
| Envestnet Asset Management Inc. | 0.44% | Reduce -4.6% | 4,466,294 | $1.4B |
| Bank of America Corp. | 0.11% | Add +1.4% | 4,151,386 | $1.3B |
| M&T Bank Corp | 3.14% | Reduce -8.8% | 2,811,818 | $862.5M |
| Northern Trust Corp. | 0.12% | Add +1.3% | 2,717,504 | $833.6M |
| PNC Financial Services Group, Inc. | 0.39% | Reduce -0.7% | 2,419,538 | $742.2M |
| BlackRock, Inc. | 0.02% | Add +23.3% | 2,404,845 | $737.7M |
| LPL Financial LLC | 0.29% | Reduce -0.7% | 2,401,110 | $736.5M |
| Morgan Stanley | 0.05% | Reduce -0.0% | 2,183,914 | $669.9M |
| Goldman Sachs Group Inc. | 0.11% | Add +2.8% | 1,880,906 | $576.9M |
| Millburn Ridgefield LLC | 12.59% | Add +5.5% | 1,693,608 | $519.5M |
| Catalyst Capital Advisors LLC | 10.64% | Add +5.5% | 1,693,608 | $519.5M |
| Wells Fargo & Company | 0.11% | Add +1.9% | 1,540,231 | $472.5M |
| Johnson Investment Counsel Inc. | 4.03% | Add +2.3% | 1,360,302 | $417.3M |
| Northwestern Mutual Wealth Management Co. | 0.32% | Add +5.6% | 1,284,339 | $394.0M |
| JPMorgan Chase & Co. | 0.03% | Add +1.2% | 1,279,512 | $392.5M |
| Bokf, NA | 6.88% | Add +2.0% | 1,268,112 | $389.0M |
| Captrust Financial Advisors | 0.91% | Add +26.6% | 1,185,789 | $363.7M |
| Pathstone Holdings, LLC | 1.55% | Reduce -0.2% | 1,166,523 | $357.8M |
| Mercer Global Advisors Inc. | 0.71% | Add +30.4% | 1,010,730 | $310.0M |
| UBS Group AG | 0.07% | Add +1.0% | 975,368 | $299.2M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.65% | No change | 949,000 | $291.1M |
| Focus Partners Wealth | 0.71% | Reduce -0.1% | 917,585 | $281.5M |
| CHURCHILL MANAGEMENT Corp | 3.08% | Add +0.2% | 792,824 | $243.2M |
| National Mutual Insurance Federation of Agricultural Cooperatives | 2.18% | No change | 791,000 | $242.6M |
| Legacy Wealth Management, LLC | 15.50% | Reduce -2.5% | 758,328 | $232.6M |
| Cerity Partners LLC | 0.47% | Reduce -0.0% | 737,801 | $226.3M |
| Creative Planning | 0.19% | Add +2.2% | 667,125 | $204.6M |
| Capstone Financial Advisors, Inc. | 12.85% | Reduce -2.1% | 666,279 | $204.4M |
| Johns Hopkins University | 7.35% | No change | 634,929 | $194.8M |
| US Bancorp \de | 0.25% | Add +6.2% | 605,556 | $185.7M |
| Raymond James Financial Inc. | 0.07% | Reduce -1.6% | 599,145 | $183.8M |
| Tiaa Trust, National Association | 0.56% | Add +0.3% | 581,809 | $178.5M |
| Comerica Bank | 0.73% | Reduce -0.9% | 570,148 | $174.9M |
| Mariner, LLC | 0.26% | Add +0.6% | 508,740 | $156.1M |
| Ameriprise Financial Inc. | 0.04% | Reduce -3.0% | 470,659 | $152.4M |
| Empower Advisory Group, LLC | 0.49% | Reduce -1.8% | 492,575 | $151.1M |
| HighTower Advisors, LLC | 0.20% | Reduce -0.1% | 485,642 | $149.0M |
| Red Cedar Investment Management, LLC | 19.26% | Reduce -13.0% | 453,841 | $139.2M |
| Truist Financial Corp. | 0.20% | Reduce -9.1% | 411,838 | $126.3M |
| Fifth Third Bancorp | 0.45% | Reduce -2.7% | 387,907 | $119.0M |
| Ieq Capital, LLC | 0.93% | Add +176.0% | 381,635 | $117.1M |
| HSBC Holdings PLC | 0.08% | Reduce -0.5% | 375,700 | $115.2M |
| Daido Life Insurance Co. | 15.13% | Reduce -32.3% | 363,896 | $111.6M |
| Royal Bank of Canada | 0.02% | Reduce -31.2% | 354,611 | $108.8M |
| Arbor Investment Advisors, LLC | 14.47% | Reduce -0.2% | 345,016 | $105.8M |
| Allstate Corp. | 3.09% | New | 342,643 | $105.1M |
| MPS Loria Financial Planners, LLC | 31.14% | Reduce -9.4% | 342,260 | $105.0M |
| Wealth Enhancement Advisory Services, LLC | 0.20% | Reduce -0.5% | 337,657 | $103.6M |
| CIBC Private Wealth Group LLC | 0.22% | Reduce -24.1% | 374,850 | $102.1M |
| Waverly Advisors, LLC | 1.24% | Reduce -0.8% | 331,951 | $101.8M |
| Two Sigma Investments, LP | 0.22% | Reduce -15.2% | 321,500 | $98.6M |
| McKinley Carter Wealth Services, Inc. | 5.73% | Reduce -2.1% | 303,752 | $93.2M |
| Bank of Montreal | 0.05% | Add +1.0% | 292,417 | $89.7M |
| Corient Private Wealth LP | 0.14% | Add +95.5% | 283,100 | $86.8M |
| Cetera Investment Advisers | 0.17% | Add +0.4% | 278,340 | $85.4M |
| AMG National Trust Bank | 2.14% | Reduce -0.5% | 248,562 | $76.2M |
| Baird Financial Group, Inc. | 0.14% | Reduce -0.7% | 237,214 | $72.8M |
| Winthrop Advisory Group LLC | 8.49% | Reduce -8.1% | 230,155 | $70.6M |
| Commonwealth Equity Services, LLC | 0.10% | Add +5.4% | 228,397 | $70.1M |
| Parkside Advisors LLC | 16.62% | Reduce -1.9% | 225,017 | $69.0M |
| Ballentine Partners, LLC | 1.19% | Reduce -0.7% | 223,455 | $68.5M |
| BOK Financial Private Wealth, Inc. | 5.06% | Reduce -2.1% | 219,688 | $67.4M |
| Coldstream Capital Management Inc. | 1.41% | Add +224.9% | 215,318 | $66.0M |
| Envestnet Portfolio Solutions, Inc. | 0.25% | Reduce -5.9% | 214,659 | $65.8M |
| Jordan Park Group LLC | 4.72% | Add +12.4% | 211,745 | $65.0M |
| Schroder Investment Management Group | 0.07% | Add +1.0% | 212,153 | $64.7M |
| JFS Wealth Advisors, LLC | 4.31% | Reduce -3.5% | 207,639 | $63.7M |
| Commerce Bank | 0.40% | Reduce -0.3% | 203,354 | $62.4M |
| WASHINGTON TRUST Co | 2.34% | Reduce -0.1% | 199,015 | $61.0M |
| BNP Paribas Financial Markets | 0.04% | Add +2.0% | 186,117 | $57.1M |
| Stifel Financial Corp. | 0.06% | Reduce -25.0% | 185,512 | $56.9M |
| NorthCoast Asset Management LLC | 0.28% | Reduce -4.6% | 180,704 | $55.4M |
| Obsidian Cio, LLC | 8.99% | Reduce -2.3% | 180,221 | $55.3M |
| Brighton Jones LLC | 1.76% | Reduce -2.3% | 178,427 | $54.7M |
| Nixon Peabody Trust Co. | 4.59% | Add +21.6% | 176,343 | $54.1M |
| Bank of New York Mellon Corp | 0.01% | Add +1.7% | 175,903 | $54.0M |
| Enclave Advisors LLC | 9.14% | Reduce -0.2% | 174,538 | $53.5M |
| Principal Securities, Inc. | 1.20% | Add +0.1% | 165,941 | $53.5M |
| Wealthspire Advisors, LLC | 0.32% | Add +81.3% | 173,878 | $53.3M |
| Cambridge Investment Research Advisors, Inc. | 0.18% | Add +13.1% | 173,356 | $53.2M |
| MML Investors Services, LLC | 0.17% | Add +11.3% | 168,777 | $51.8M |
| Choreo, LLC | 0.73% | Reduce -4.8% | 154,363 | $47.3M |
| Brown Advisory Inc. | 0.07% | Reduce -47.2% | 153,237 | $47.0M |
| Equitable Holdings, Inc. | 0.42% | Add +5.3% | 145,609 | $44.7M |
| Osaic Holdings, Inc. | 0.10% | Add +25.2% | 144,608 | $44.4M |
| Cambridge Associates LLC /Ma/ | 1.27% | No change | 143,760 | $44.1M |
| Conservest Capital Advisors, Inc. | 4.56% | Reduce -0.1% | 141,549 | $43.4M |
| US Financial Advisors, LLC | 12.57% | Reduce -0.7% | 138,602 | $42.5M |
| Millennium Management | 0.04% | Reduce -94.9% | 127,480 | $39.1M |
| Wealthfront Advisers LLC | 0.10% | Add +7.3% | 126,610 | $38.8M |
| Keel Point, LLC | 2.97% | Add +1.8% | 124,725 | $38.3M |
| Financial Management Professionals, Inc. | 4.85% | Add +14.6% | 123,727 | $38.0M |
| NewEdge Advisors, LLC | 0.22% | Reduce -2.3% | 122,170 | $37.5M |
| Rockefeller Capital Management L.P. | 0.09% | Add +4.0% | 121,912 | $37.4M |
| AQR Capital Management | 0.04% | Add +86.8% | 121,527 | $37.3M |
| Cwm, LLC | 0.15% | Add +179.1% | 120,858 | $37.1M |
| American Financial Advisors, LLC | 5.33% | Reduce -1.9% | 119,668 | $36.7M |
| JT Stratford LLC | 6.51% | Add +20.0% | 119,327 | $36.6M |
| Brewster Financial Planning LLC | 26.92% | Reduce -1.1% | 118,718 | $36.4M |
| Beacon Pointe Advisors, LLC | 0.40% | Add +0.9% | 115,420 | $35.4M |
| Sachem Hill LLC | 6.65% | Reduce -2.5% | 110,370 | $33.9M |
| Busey Bank | 1.12% | Reduce -0.4% | 107,971 | $33.1M |
| Hoge Financial Services, LLC | 23.07% | Add +4.1% | 107,572 | $33.0M |
| Montag A & Associates Inc. | 1.65% | Reduce -2.5% | 107,001 | $32.8M |
| Sigma Investment Counselors Inc. | 2.00% | Reduce -4.7% | 106,440 | $32.6M |
| St. Louis Trust Co | 4.72% | Reduce -22.9% | 106,199 | $32.6M |
| Whittier Trust Co. of Nevada Inc. | 0.82% | No change | 105,513 | $32.4M |
| Franklin, Parlapiano, Turner & Welch, LLC | 8.57% | Reduce -1.0% | 103,617 | $31.8M |
| Trust Co | 3.73% | Add +126.1% | 102,299 | $31.4M |
| DT Investment Partners, LLC | 3.01% | Reduce -19.0% | 101,633 | $31.2M |
| Constellation Investments, Inc. | 1.48% | Reduce -82.1% | 101,441 | $31.1M |
| RTD Financial Advisors, Inc. | 3.97% | Reduce -4.5% | 96,216 | $29.5M |
| TFO Wealth Partners, LLC | 5.51% | New | 90,596 | $27.8M |
| Rhumbline Advisers | 0.03% | Add +22.4% | 90,573 | $27.8M |
| Wescott Financial Advisory Group, LLC | 2.88% | Reduce -3.6% | 90,515 | $27.8M |
| Legacy Advisors, LLC | 2.85% | Reduce -0.6% | 90,394 | $27.7M |
| Robertson Stephens Wealth Management, LLC | 1.01% | Add +0.0% | 88,101 | $27.0M |
| Pitcairn Co. | 1.63% | Reduce -0.8% | 88,055 | $27.0M |
| Parker Investment Management, LLC | 4.82% | No change | 87,954 | $27.0M |
| Neuberger Berman Group LLC | 0.02% | Add +61.1% | 87,665 | $26.9M |
| Whittier Trust Co. | 0.37% | Add +0.1% | 86,483 | $26.5M |
| Gray Private Wealth, LLC | 15.89% | Reduce -2.0% | 86,077 | $26.4M |
| May Hill Capital, LLC | 9.96% | Add +0.0% | 86,044 | $26.4M |
| XML Financial, LLC | 2.46% | Reduce -3.9% | 85,903 | $26.3M |
| Wilmington Savings Fund Society, FSB | 0.49% | No change | 85,645 | $26.3M |
| Kestra Advisory Services, LLC | 0.13% | Reduce -4.5% | 84,226 | $25.8M |
| Allen Investment Management, LLC | 0.30% | Add +1.4% | 83,485 | $25.6M |
| Stephens Inc. | 0.37% | Add +1.8% | 81,630 | $25.0M |
| Copperwynd Financial, LLC | 6.85% | Add +4.2% | 80,990 | $24.8M |
| Opus Capital Group, LLC | 3.18% | Reduce -1.5% | 80,583 | $24.7M |
| MAI Capital Management | 0.18% | Add +0.2% | 79,306 | $24.3M |
| Sequoia Financial Advisors, LLC | 0.19% | Reduce -0.5% | 78,319 | $24.0M |
| Sachetta, LLC | 9.74% | Add +0.0% | 77,527 | $23.8M |
| Blair William & Co. | 0.07% | Reduce -4.9% | 77,302 | $23.7M |
| &partners | 0.24% | Add +187.8% | 75,055 | $22.9M |
| Act Wealth Management, LLC | 10.25% | Reduce -1.4% | 73,870 | $22.7M |
| Moneta Group Investment Advisors LLC | 0.31% | Add +18.6% | 72,613 | $22.3M |
| NorthRock Partners, LLC | 0.75% | Reduce -2.1% | 72,605 | $22.3M |
| FineMark National Bank & Trust | 0.81% | Reduce -0.4% | 72,262 | $22.2M |
| Aspiriant, LLC | 0.76% | Add +3.9% | 71,605 | $22.0M |
| BTC Capital Management, Inc. | 1.97% | Reduce -8.5% | 70,313 | $21.6M |
| Integrated Wealth Concepts LLC | 0.25% | Add +18.4% | 69,728 | $21.4M |
| Cresset Asset Management, LLC | 0.11% | Reduce -0.1% | 69,250 | $21.2M |
| Clearstead Advisors, LLC | 0.33% | Add +4.2% | 68,477 | $21.0M |
| Modera Wealth Management, LLC | 0.28% | Add +2.3% | 68,365 | $21.0M |
| Glenmede Trust Co. NA | 0.11% | Add +26.5% | 66,134 | $20.3M |
| Mission Wealth Management, LP | 0.50% | Reduce -1.0% | 65,329 | $20.0M |
| Koss-Olinger Consulting, LLC | 1.68% | Reduce -5.0% | 64,898 | $19.9M |
| Thrivent Financial for Lutherans | 0.04% | Add +12.9% | 61,176 | $19.9M |
| OneDigital Investment Advisors LLC | 0.23% | Reduce -4.3% | 64,178 | $19.7M |
| Alaska Permanent Fund Corp | 0.26% | Add +388.0% | 61,848 | $18.8M |
| Ethos Financial Group, LLC | 1.80% | Add +5873.8% | 61,052 | $18.7M |
| Davis R M Inc. | 0.37% | Add +1.3% | 60,712 | $18.6M |
| Trust Point Inc. | 1.69% | No change | 60,320 | $18.5M |
| Paragon Capital Management LLC | 10.56% | Reduce -6.0% | 60,189 | $18.5M |
| Centerpoint Advisors, LLC | 6.73% | Add +1.7% | 59,385 | $18.2M |
| Austin Private Wealth, LLC | 1.62% | Reduce -1.9% | 58,852 | $18.1M |
| Cornerstone Wealth Group, LLC | 1.49% | Reduce -5.1% | 58,406 | $17.9M |
| Argent Capital Management LLC | 0.53% | Reduce -33.6% | 56,310 | $17.3M |
| Perigon Wealth Management, LLC | 0.44% | Add +9.2% | 55,543 | $17.0M |
| Auxano Advisors, LLC | 4.39% | Reduce -0.2% | 54,006 | $16.6M |
| Twin Focus Capital Partners, LLC | 2.56% | Add +1.0% | 53,793 | $16.5M |
| Mullaney, Keating & Wright, Inc. | 11.10% | Add +2.4% | 53,697 | $16.5M |
| Single Point Partners, LLC | 3.81% | Reduce -2.2% | 52,887 | $16.2M |
| 1900 Wealth Management LLC | 1.34% | No change | 52,349 | $16.1M |
| Johnson Financial Group, Inc. | 0.78% | Add +1.6% | 52,077 | $16.0M |
| Badgley Phelps Wealth Managers, LLC | 0.39% | Reduce -4.2% | 52,063 | $16.0M |
| UMB Bank, n.a. | 0.26% | Reduce -0.9% | 50,924 | $15.6M |
| Avantax Advisory Services, Inc. | 0.09% | Add +54.0% | 49,827 | $15.3M |
| Orion Porfolio Solutions, LLC | 0.15% | Reduce -26.4% | 49,809 | $15.3M |
| Orion Portfolio Solutions, LLC | 0.15% | Reduce -26.4% | 49,809 | $15.3M |
| Tortoise Investment Management, LLC | 1.58% | Reduce -0.6% | 49,326 | $15.1M |
| Bordeaux Wealth Advisors LLC | 2.76% | No change | 48,639 | $14.9M |
| Rice Partnership, LLC | 2.98% | Add +2.0% | 47,303 | $14.5M |
| Legal & General Group Plc | 0.00% | Reduce -17.1% | 47,425 | $14.5M |
| SCS Capital Management LLC | 0.18% | New | 47,167 | $14.5M |
| Savant Capital, LLC | 0.12% | Reduce -0.3% | 46,899 | $14.4M |
| Glassman Wealth Services | 2.28% | Reduce -3.7% | 44,512 | $13.7M |
| Bessemer Group Inc. | 0.02% | Add +0.6% | 43,404 | $13.3M |
| Quantinno Capital Management LP | 0.09% | Add +193.8% | 43,001 | $13.2M |
| AlTi Global, Inc. | 0.34% | Reduce -2.0% | 42,882 | $13.2M |
| Latigo Investments, LLC | 6.96% | No change | 42,556 | $13.1M |
| New England Private Wealth Advisors LLC | 2.00% | Add +0.2% | 42,268 | $13.0M |
| Fiducient Advisors LLC | 1.59% | Add +18.6% | 41,436 | $12.7M |
| Journey Strategic Wealth LLC | 0.44% | Add +5.7% | 41,381 | $12.7M |
| HB Wealth Management, LLC | 0.11% | Add +55.7% | 41,219 | $12.6M |
| JMG Financial Group, Ltd. | 0.43% | Reduce -0.7% | 41,091 | $12.6M |
| YHB Investment Advisors, Inc. | 1.05% | Add +2.1% | 40,870 | $12.5M |
| Jaffetilchin Investment Partners, LLC | 0.89% | Add +0.4% | 39,872 | $12.2M |
| Wealthcare Advisory Partners LLC | 0.33% | Add +48.2% | 39,510 | $12.1M |
| Clarius Group, LLC | 0.76% | No change | 39,400 | $12.1M |
| Glenview Trust Co | 0.23% | Reduce -5.9% | 39,111 | $12.0M |
| Fiduciary Trust Co | 0.16% | Add +0.1% | 38,666 | $11.9M |
| Centennial Bank | 5.63% | Reduce -7.8% | 38,585 | $11.8M |
| Curi Capital, LLC | 0.29% | Reduce -15.2% | 38,545 | $11.8M |
| Bartlett & Co. Wealth Management LLC | 0.17% | Reduce -0.0% | 37,839 | $11.6M |
| Bradley Foster & Sargent Inc. | 0.20% | Reduce -0.4% | 37,735 | $11.6M |
| Atria Wealth Solutions, Inc. | 0.14% | Add +5.3% | 37,370 | $11.5M |
| Nicholson Meyer Capital Management, Inc. | 10.52% | — | 37,288 | $11.4M |
| TD Private Client Wealth LLC | 0.31% | Add +7.6% | 36,672 | $11.2M |
| Karpus Management, Inc. | 0.36% | New | 36,450 | $11.2M |
| Northstar Financial Companies, Inc. | 12.06% | Reduce -14.3% | 36,232 | $11.1M |
| Janney Montgomery Scott LLC | 0.03% | Reduce -2.5% | 36,135 | $11.1M |
| Private Advisor Group, LLC | 0.07% | Add +4.1% | 35,963 | $11.0M |
| C M Bidwell & Associates Ltd. | 6.62% | Add +53.0% | 35,890 | $11.0M |
| Advance Capital Management, Inc. | 0.51% | Reduce -1.0% | 35,006 | $10.7M |
| ETF Portfolio Partners, Inc. | 3.21% | Reduce -0.3% | 34,723 | $10.7M |
| Graves Light Lenhart Wealth, Inc. | 1.28% | Reduce -0.1% | 34,073 | $10.5M |
| Campion Asset Management | 8.06% | Reduce -0.4% | 33,980 | $10.4M |
| Heritage Investment Group, Inc. | 1.87% | Reduce -5.2% | 32,480 | $10.0M |
| Fiduciary Counselling Inc. | 24.45% | Add +3.8% | 32,448 | $10.0M |
| Hamilton Capital, LLC | 0.60% | No change | 32,263 | $9.9M |
| NewSquare Capital LLC | 0.80% | Add +0.5% | 32,077 | $9.8M |
| Smith Chas P & Associates Pa Cpas | 0.57% | Add +1.7% | 31,680 | $9.7M |
| Stratos Wealth Partners, LTD. | 0.15% | Reduce -8.5% | 31,408 | $9.6M |
| Franklin Resources Inc. | 0.00% | Add +29.4% | 30,698 | $9.4M |
| Oxford Financial Group, LTD. LLC | 0.66% | Reduce -5.7% | 30,450 | $9.3M |
| Bremer Bank National Association | 1.64% | New | 30,091 | $9.2M |
| Sandy Spring Bank | 0.39% | Add +0.3% | 29,906 | $9.2M |
| Firestone Capital Management | 2.38% | Reduce -0.7% | 29,648 | $9.1M |
| American National Bank & Trust | 1.01% | Add +1.3% | 29,628 | $9.1M |
| HBK Sorce Advisory LLC | 0.27% | Reduce -1.7% | 29,526 | $9.1M |
| Brown Financial Advisory | 5.71% | Reduce -7.7% | 29,504 | $9.0M |
| Spire Wealth Management | 0.29% | Reduce -17.9% | 29,317 | $9.0M |
| North Star Investment Management Corp. | 0.65% | Add +2.6% | 28,945 | $8.9M |
| Texas Capital Bank Wealth Management Services Inc | 0.90% | Reduce -0.7% | 28,936 | $8.9M |
| Fire Capital Management LLC | 6.48% | Add +18.6% | 28,741 | $8.8M |
| Caprock Group, LLC | 0.27% | Reduce -0.6% | 28,542 | $8.8M |
| Silvercrest Asset Management Group LLC | 0.06% | Reduce -3.4% | 28,450 | $8.7M |
| CM Wealth Advisors LLC | 2.77% | No change | 28,202 | $8.7M |
| Aptus Capital Advisors, LLC | 0.10% | Reduce -7.3% | 28,006 | $8.6M |
| Lido Advisors, LLC | 0.05% | Reduce -3.5% | 27,907 | $8.6M |
| Parkside Financial Bank & Trust | 1.09% | Reduce -0.0% | 27,885 | $8.6M |
| Summit Wealth Partners, LLC | 1.72% | Reduce -1.8% | 27,629 | $8.5M |
| Merit Financial Group, LLC | 0.13% | Reduce -2.7% | 27,566 | $8.5M |
| Quadrant Capital Group LLC | 0.31% | Reduce -0.3% | 27,354 | $8.4M |
| Squarepoint Ops LLC | 0.02% | New | 27,312 | $8.4M |
| Sepio Capital, LP | 0.65% | Reduce -0.0% | 26,737 | $8.2M |
| Stegner Investment Associates Inc. | 5.68% | Add +0.0% | 26,505 | $8.1M |
| Omega Financial Group, LLC | 3.09% | Reduce -1.3% | 26,256 | $8.1M |
| Circle Wealth Management, LLC | 0.19% | Reduce -4.4% | 26,221 | $8.0M |
| Avidian Wealth Enterprises, LLC | 0.36% | Add +0.8% | 26,158 | $8.0M |
| Cannell & Spears LLC | 0.17% | No change | 25,996 | $8.0M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.20% | Add +317.7% | 25,607 | $7.9M |
| Indiana Trust & Investment Management Co | 2.84% | No change | 25,598 | $7.9M |
| Raffa Wealth Management, LLC | 1.79% | No change | 25,575 | $7.8M |
| Integrated Advisors Network LLC | 0.40% | Add +9.3% | 25,512 | $7.8M |
| Garde Capital, Inc. | 0.44% | Reduce -0.2% | 25,132 | $7.7M |
| Humankind Investments LLC | 2.00% | No change | 25,070 | $7.7M |
| Arcadia Investment Advisors LLC | 4.28% | Reduce -0.3% | 24,931 | $7.6M |
| Tudor Financial Inc. | 4.59% | Reduce -0.1% | 24,919 | $7.6M |
| Litman Gregory Wealth Management LLC | 0.65% | Reduce -1.5% | 24,829 | $7.6M |
| Chilton Investment Co. Inc. | 0.18% | No change | 24,550 | $7.5M |
| EP Wealth Advisors, LLC | 0.06% | Reduce -0.1% | 24,482 | $7.5M |
| MV Capital Management, Inc. | 0.80% | Reduce -7.6% | 24,300 | $7.5M |
| Fort Point Capital Partners LLC | 0.83% | Reduce -3.9% | 24,217 | $7.4M |
| Turtle Creek Wealth Advisors, LLC | 1.10% | Reduce -59.8% | 23,967 | $7.4M |
| B. Riley Wealth Advisors, Inc. | 0.22% | Add +14.5% | 23,413 | $7.2M |
| Laird Norton Wetherby Trust Company, LLC | 1.12% | Reduce -34.8% | 22,699 | $7.0M |
| Natixis Advisors, LLC | 0.01% | Add +5.3% | 22,384 | $6.9M |
| Klingman & Associates, LLC | 0.41% | No change | 22,053 | $6.8M |
| Ackerman Asset Management, LLC | 6.09% | — | 21,958 | $6.7M |
| Bleakley Financial Group, LLC | 0.21% | Reduce -3.5% | 21,675 | $6.6M |
| Up Strategic Wealth Investment Advisors LLC | 5.87% | No change | 21,509 | $6.6M |
| Relyea Zuckerberg Hanson LLC | 0.89% | Reduce -0.3% | 21,420 | $6.6M |
| Bridges Investment Management Inc. | 0.09% | Reduce -1.3% | 21,201 | $6.5M |
| Financial Engines Advisors L.L.C. | 0.01% | Reduce -1.5% | 21,176 | $6.5M |
| Sanctuary Advisors, LLC | 0.04% | Add +8.8% | 20,782 | $6.4M |
| Avestar Capital, LLC | 0.61% | Reduce -8.8% | 20,762 | $6.4M |
| Mather Group, Llc. | 0.07% | Reduce -0.3% | 20,592 | $6.3M |
| Citigroup Inc. | 0.00% | Add +14.9% | 20,315 | $6.2M |
| Monument Capital Management | 1.90% | New | 20,142 | $6.2M |
| Alliancebernstein L.P. | 0.00% | Add +5.4% | 20,109 | $6.2M |
| Retirement Income Solutions, Inc. | 1.29% | Reduce -1.0% | 20,102 | $6.2M |
| Royal Harbor Partners, LLC | 2.37% | New | 19,958 | $6.1M |
| Evanson Asset Management, LLC | 0.43% | Add +0.1% | 19,805 | $6.1M |
| ICONIQ Capital, LLC | 0.11% | Reduce -3.0% | 19,666 | $6.0M |
| Pacific Capital Wealth Advisors, Inc. | 1.02% | No change | 19,234 | $5.9M |
| Hirtle & Co., LLC | 0.26% | Add +2.1% | 18,884 | $5.8M |
| Citizens Financial Group Inc. | 0.11% | Reduce -0.8% | 18,463 | $5.7M |
| Park Avenue Securities LLC | 0.07% | Add +35.8% | 18,413 | $5.6M |
| Bensler, LLC | 0.71% | Reduce -2.0% | 18,392 | $5.6M |
| Sage Mountain Advisors LLC | 0.41% | Reduce -4.9% | 18,012 | $5.5M |
| Summit Investment Advisors, Inc. | 4.91% | Add +3.0% | 17,981 | $5.5M |
| Kayne Anderson Rudnick Investment Management LLC | 0.01% | Reduce -0.8% | 17,938 | $5.5M |
| Csenge Advisory Group | 0.30% | Add +1.2% | 18,441 | $5.3M |
| Roble, Belko & Company, Inc | 0.84% | Reduce -0.1% | 17,183 | $5.3M |
| T. Rowe Price Associates Inc. | 0.00% | Add +3.7% | 17,155 | $5.3M |
| Fca Corp. | 1.68% | Reduce -4.9% | 17,150 | $5.3M |
| SigFig Wealth Management, LLC | 0.19% | Reduce -3.9% | 17,123 | $5.3M |
| Avior Wealth Management, LLC | 0.20% | Reduce -3.6% | 17,178 | $5.2M |
| Keybank National Association | 0.02% | Reduce -1.2% | 16,748 | $5.1M |
| Regions Financial Corp. | 0.04% | Add +0.4% | 16,633 | $5.1M |
| First Horizon Advisors, Inc. | 0.14% | Reduce -1.9% | 16,624 | $5.1M |
| Anchor Capital Advisors LLC | 0.15% | Reduce -1.6% | 16,502 | $5.1M |
| Shelton Wealth Management, LLC | 2.89% | Add +0.0% | 16,467 | $5.1M |
| Sentinel Pension Advisors, LLC | 0.92% | Reduce -2.1% | 16,384 | $5.0M |
| Waldron Private Wealth LLC | 0.24% | Reduce -2.8% | 16,381 | $5.0M |
| Ashton Thomas Private Wealth, LLC | 0.19% | Add +57.9% | 16,313 | $5.0M |
| Halbert Hargrove Global Advisors, LLC | 0.28% | Reduce -96.8% | 16,178 | $5.0M |
| Destination Wealth Management | 0.16% | Reduce -4.3% | 16,150 | $5.0M |
| Advisory Services Network, LLC | 0.09% | Add +0.2% | 15,994 | $4.9M |
| Sageworth Trust Co | 0.30% | No change | 15,853 | $4.9M |
| St. Clair Advisors, LLC | 1.36% | Add +6.4% | 15,801 | $4.8M |
| Topel & Distasi Wealth Management, LLC | 2.26% | Reduce -10.1% | 15,774 | $4.8M |
| Breakwater Capital Group | 0.86% | Add +4.7% | 15,774 | $4.8M |
| Evercore Wealth Management, LLC | 0.08% | Reduce -0.4% | 15,582 | $4.8M |
| Aspen Capital Management, LLC | 1.52% | — | 15,523 | $4.8M |
| Old National Bancorp | 0.12% | No change | 15,448 | $4.7M |
| First Financial Bankshares Inc | 0.10% | No change | 15,444 | $4.7M |
| Texas Capital Bancshares Inc | 2.01% | Reduce -1.9% | 15,380 | $4.7M |
| Rehmann Capital Advisory Group | 0.29% | Add +50.9% | 15,277 | $4.7M |
| Strategic Investment Advisors / MI | 0.50% | Reduce -3.0% | 15,254 | $4.7M |
| Florida Trust Wealth Management Co | 0.15% | No change | 15,250 | $4.7M |
| Pure Financial Advisors, LLC | 0.10% | Reduce -11.5% | 15,134 | $4.6M |
| Lowery Thomas, LLC | 3.14% | Add +0.3% | 14,969 | $4.6M |
| Teachers Insurance & Annuity Association of America | 6.12% | No change | 14,967 | $4.6M |
| Palo Alto Wealth Advisors, LLC | 1.76% | Reduce -1.8% | 14,005 | $4.5M |
| Seneca Financial Advisors LLC | 2.19% | Reduce -0.3% | 14,712 | $4.5M |
| Compound Planning, Inc. | 0.21% | Add +8.6% | 14,667 | $4.5M |
| Great Valley Advisor Group, Inc. | 0.10% | Reduce -13.9% | 14,602 | $4.5M |
| Nemes Rush Group LLC | 0.56% | Add +17.5% | 14,532 | $4.5M |
| Consilio Wealth Advisors, LLC | 1.85% | Reduce -0.6% | 14,471 | $4.4M |
| Highland Capital Management, LLC | 0.26% | Add +8.7% | 13,978 | $4.3M |
| Visionary Wealth Advisors | 0.26% | Add +0.4% | 13,946 | $4.3M |
| Precedent Wealth Partners, LLC | 1.19% | Add +6.6% | 13,934 | $4.3M |
| QRG Capital Management, Inc. | 0.04% | Reduce -35.0% | 13,904 | $4.3M |
| Baker Avenue Asset Management, LP | 0.13% | Reduce -1.9% | 13,902 | $4.3M |
| Sound View Wealth Advisors Group, LLC | 0.35% | Add +1.1% | 13,863 | $4.3M |
| Linscomb Wealth, Inc. | 0.21% | Reduce -18.4% | 13,817 | $4.2M |
| Moisand Fitzgerald Tamayo, LLC | 0.58% | Reduce -3.2% | 13,655 | $4.2M |
| Lodestar Private Asset Management LLC | 0.52% | Add +0.3% | 13,453 | $4.1M |
| Harbor Investment Advisory, LLC | 0.40% | Reduce -0.8% | 13,432 | $4.1M |
| Intrua Financial, LLC | 0.64% | Reduce -4.9% | 13,289 | $4.1M |
| Brown Brothers Harriman & Co. | 0.03% | Add +55.9% | 13,285 | $4.1M |
| Chicago Partners Investment Group LLC | 0.13% | Add +2.2% | 13,084 | $4.0M |
| IFC Advisors LLC | 0.84% | No change | 13,072 | $4.0M |
| Prospera Financial Services Inc | 0.09% | Add +0.2% | 13,004 | $4.0M |
| Peoples Bank | 2.62% | Reduce -2.8% | 13,018 | $4.0M |
| Allworth Financial LP | 0.02% | Reduce -6.0% | 13,214 | $4.0M |
| First Citizens Bank & Trust Co. | 0.10% | Reduce -37.1% | 12,933 | $4.0M |
| Tudor Investment Corporation | 0.04% | Reduce -21.1% | 12,818 | $3.9M |
| Capital Group Private Client Services, Inc. | 0.04% | Reduce -4.6% | 12,743 | $3.9M |
| O'shaughnessy Asset Management, LLC | 0.03% | Add +9.0% | 12,685 | $3.9M |
| Strategic Blueprint, LLC | 0.21% | Add +6.2% | 12,574 | $3.9M |
| Elk River Wealth Management LLC | 0.72% | Reduce -10.2% | 12,569 | $3.9M |
| Apella Capital, LLC | 0.13% | No change | 12,910 | $3.8M |
| Corrigan Financial, Inc. | 0.79% | Reduce -1.0% | 12,502 | $3.8M |
| Plancorp, LLC | 0.15% | Add +17.1% | 12,502 | $3.8M |
| Rwa Wealth Partners, LLC | 0.05% | No change | 12,269 | $3.8M |
| Harbour Capital Advisors, LLC | 0.93% | Reduce -0.1% | 12,730 | $3.8M |
| M Holdings Securities, Inc. | 0.62% | Reduce -27.9% | 12,236 | $3.8M |
| Hilltop Holdings Inc. | 0.23% | Add +3.8% | 12,104 | $3.7M |
| Guyasuta Investment Advisors Inc. | 0.24% | No change | 12,095 | $3.7M |
| Freestone Capital Holdings, LLC | 0.14% | Add +5.6% | 12,064 | $3.7M |
| Philadelphia Trust Co. | 0.31% | No change | 11,946 | $3.7M |
| GM Advisory Group, LLC | 0.20% | Add +0.3% | 11,918 | $3.7M |
| Fifth Third Securities, Inc. | 0.31% | Add +19.7% | 11,910 | $3.7M |
| Summit Financial Strategies, Inc. | 0.37% | Reduce -6.6% | 11,879 | $3.6M |
| Northeast Financial Consultants Inc | 0.16% | Reduce -0.2% | 11,866 | $3.6M |
| LMCG Investments, LLC | 0.24% | Reduce -0.1% | 11,742 | $3.6M |
| Evoke Wealth, LLC | 0.09% | No change | 11,733 | $3.6M |
| Mainstay Capital Management LLC | 0.49% | Add +2.8% | 11,596 | $3.6M |
| Ascent Group, LLC | 0.15% | Add +66.7% | 11,533 | $3.5M |
| Xponance LLC | 0.03% | Reduce -4.2% | 11,531 | $3.5M |
| HFG Advisors, Inc. | 2.98% | Reduce -3.5% | 11,384 | $3.5M |
| Fsa Wealth Partners, Inc. | 1.32% | Reduce -80.8% | 11,372 | $3.5M |
| MKD Wealth Coaches, LLC | 3.92% | Reduce -0.7% | 11,289 | $3.5M |
| Phillips Financial Management, LLC | 0.27% | Reduce -0.9% | 11,196 | $3.4M |
| Fort Washington Investment Advisors Inc. | 0.02% | Reduce -9.6% | 11,188 | $3.4M |
| D.A. Davidson & Co. | 0.03% | Add +0.5% | 11,174 | $3.4M |
| Parsons Capital Management Inc. | 0.19% | Add +3.2% | 11,128 | $3.4M |
| United Capital Financial Advisors, LLC | 0.03% | Reduce -1.5% | 11,014 | $3.4M |
| Family Firm, Inc. | 0.75% | Add +0.1% | 10,882 | $3.3M |
| Accredited Investors Inc. | 0.21% | Add +0.1% | 10,873 | $3.3M |
| Horizon Investment Services, LLC | 1.60% | Reduce -8.8% | 10,746 | $3.3M |
| Dakota Wealth Management | 0.08% | Add +1.5% | 10,729 | $3.3M |
| Sand Hill Global Advisors, LLC | 0.13% | Reduce -0.7% | 10,663 | $3.3M |
| Peapack Gladstone Financial Corp. | 0.05% | No change | 10,511 | $3.2M |
| Utah Retirement Systems | 0.04% | Reduce -76.4% | 10,400 | $3.2M |
| Checchi Capital Advisers, LLC | 0.22% | Add +4.3% | 10,363 | $3.2M |
| Tocqueville Asset Management L.P. | 0.05% | Add +7.1% | 10,230 | $3.1M |
| ORG Partners LLC | 0.80% | Reduce -0.4% | 10,191 | $3.1M |
| Lansing Street Advisors | 1.05% | Add +0.3% | 10,203 | $3.1M |
| Apexium Financial, LP | 0.19% | No change | 10,197 | $3.1M |
| Forvis Mazars Wealth Advisors, LLC | 0.07% | Reduce -0.9% | 10,182 | $3.1M |
| Vanguard Group Inc. | 0.00% | Add +1.5% | 10,146 | $3.1M |
| Valeo Financial Advisors, LLC | 0.09% | Reduce -28.7% | 10,104 | $3.1M |
| Haverford Trust Co | 0.03% | Reduce -1.9% | 10,034 | $3.1M |
| Cranbrook Wealth Management, LLC | 0.71% | Add +0.1% | 9,989 | $3.1M |
| Evensky & Katz LLC | 0.20% | Reduce -3.3% | 9,930 | $3.0M |
| First Western Trust Bank | 0.15% | Reduce -0.0% | 9,929 | $3.0M |
| Lazard Asset Management LLC | 0.01% | Reduce -70.9% | 9,922 | $3.0M |
| G2 Capital Management, LLC / Oh | 0.91% | Reduce -1.1% | 9,822 | $3.0M |
| Mill Creek Capital Advisors, LLC | 0.07% | Reduce -11.8% | 9,773 | $3.0M |
| WealthTrust Asset Management, LLC | 2.21% | Add +36.4% | 9,706 | $3.0M |
| Diversified Trust Co. | 0.07% | No change | 9,562 | $2.9M |
| Ellis Investment Partners, LLC | 0.60% | Add +1.2% | 9,491 | $2.9M |
| Plum Street Advisors, LLC | 1.40% | Reduce -3.1% | 9,487 | $2.9M |
| Silverleafe Capital Partners, LLC | 0.99% | Add +418.2% | 9,436 | $2.9M |
| Guardian Wealth Advisors, LLC / NC | 0.23% | Reduce -0.0% | 9,289 | $2.8M |
| Beacon Financial Group | 0.31% | Add +9.9% | 9,282 | $2.8M |
| JFG Wealth Management, LLC | 0.64% | Reduce -6.6% | 9,177 | $2.8M |
| Genesee Capital Advisors, LLC | 1.41% | Add +8.9% | 9,165 | $2.8M |
| Chevy Chase Trust Holdings, LLC | 0.01% | Reduce -3.2% | 9,108 | $2.8M |
| Ashford Advisors, LLC | 0.70% | New | 9,105 | $2.8M |
| West Coast Financial LLC | 0.32% | No change | 9,084 | $2.8M |
| Mitchell Sinkler & Starr | 0.77% | Add +8.6% | 9,010 | $2.8M |
| Riverpoint Wealth Management Holdings, LLC | 0.71% | Add +0.3% | 8,976 | $2.8M |
| Security Financial Services, INC. | 0.54% | Reduce -0.8% | 8,900 | $2.7M |
| GHP Investment Advisors, Inc. | 0.13% | Reduce -6.9% | 8,872 | $2.7M |
| Wealth Architects, LLC | 0.30% | Add +179.8% | 8,731 | $2.7M |
| One Wealth Map LLC | 1.77% | Add +0.6% | 9,447 | $2.7M |
| Sabal Trust CO | 0.15% | No change | 8,607 | $2.6M |
| KMG Fiduciary Partners, LLC | 0.22% | Reduce -1.6% | 8,552 | $2.6M |
| Broadview Financial Management, LLC | 1.90% | Reduce -0.1% | 8,324 | $2.6M |
| Corundum Group, Inc. | 1.22% | Reduce -47.6% | 8,312 | $2.5M |
| Cornerstone Advisory, LLC | 0.30% | Add +16.5% | 8,261 | $2.5M |
| John W. Brooker & Co., CPAs | 1.05% | No change | 8,270 | $2.5M |
| Crestwood Advisors Group, LLC | 0.05% | Add +12.2% | 8,265 | $2.5M |
| Nadler Financial Group, Inc. | 0.28% | Reduce -4.6% | 8,262 | $2.5M |
| Bear Mountain Capital, Inc. | 0.98% | No change | 8,296 | $2.5M |
| Hillcrest Wealth Advisors - NY, LLC | 1.24% | No change | 8,195 | $2.5M |
| IFP Advisors, Inc | 0.08% | Reduce -4.6% | 8,190 | $2.5M |
| Welch & Forbes LLC | 0.03% | Reduce -2.3% | 8,164 | $2.5M |
| Bryn Mawr Trust Advisors, LLC | 0.15% | Reduce -1.9% | 8,127 | $2.5M |
| Red Tortoise LLC | 1.30% | Add +0.2% | 8,099 | $2.5M |
| Certuity, LLC | 0.26% | Reduce -4.6% | 7,980 | $2.4M |
| Russell Investments Group, Ltd. | 0.00% | Add +877.6% | 7,977 | $2.4M |
| Financial Counselors Inc. | 0.04% | Add +81.9% | 7,927 | $2.4M |
| Smith, Moore & Co. | 0.22% | Reduce -0.6% | 7,884 | $2.4M |
| Cornerstone Advisors Asset Management, LLC | 0.49% | Reduce -0.5% | 7,878 | $2.4M |
| Ferguson Wellman Capital Management, Inc. | 0.05% | Reduce -2.4% | 7,857 | $2.4M |
| Kovack Advisors, Inc. | 0.26% | Reduce -1.1% | 7,854 | $2.4M |
| Fiduciary Financial Group, LLC | 0.52% | No change | 8,362 | $2.4M |
| Farther Finance Advisors, LLC | 0.06% | Add +6.0% | 7,786 | $2.4M |
| TFC Financial Management, Inc. | 0.36% | No change | 7,764 | $2.4M |
| Prudential Financial Inc. | 0.00% | No change | 7,748 | $2.4M |
| Calamos Wealth Management LLC | 0.12% | Add +13.9% | 7,732 | $2.4M |
| James Investment Research, Inc. | 0.30% | Reduce -3.8% | 7,639 | $2.3M |
| Assetmark, Inc. | 0.01% | Add +51.6% | 7,632 | $2.3M |
| Gotham Asset Management | 0.02% | No change | 7,625 | $2.3M |
| Acropolis Investment Management, LLC | 0.14% | No change | 7,558 | $2.3M |
| Fiera Capital Corp | 0.01% | No change | 7,542 | $2.3M |
| Members Wealth LLC | 1.74% | Add +360.3% | 7,530 | $2.3M |
| Rosenblum Silverman Sutton S F Inc. | 0.64% | Add +4.4% | 7,529 | $2.3M |
| Gemmer Asset Management LLC | 0.23% | Reduce -0.4% | 7,500 | $2.3M |
| SOL Capital Management CO | 0.25% | Add +13.7% | 7,486 | $2.3M |
| Gryphon Financial Partners LLC | 0.34% | Reduce -2.6% | 7,403 | $2.3M |
| Sumitomo Mitsui Trust Group, Inc. | 0.00% | New | 7,390 | $2.3M |
| Wick Capital Partners, LLC | 0.68% | Add +87.8% | 7,376 | $2.3M |
| Brand Asset Management Group, Inc. | 0.94% | Reduce -0.3% | 7,372 | $2.3M |
| Sage Financial Group Inc. | 0.18% | No change | 7,367 | $2.3M |
| Hoxton Planning & Management, LLC | 0.86% | Add +10.1% | 7,328 | $2.2M |
| McNamara Financial Services, Inc. | 0.48% | Reduce -1.9% | 7,288 | $2.2M |
| Castle Wealth Management LLC | 0.87% | No change | 7,282 | $2.2M |
| Townsquare Capital LLC | 0.02% | Add +6.2% | 7,186 | $2.2M |
| CFM Wealth Partners LLC | 0.39% | Add +0.7% | 7,183 | $2.2M |
| Joel Isaacson & Co., LLC | 0.10% | Add +0.1% | 7,148 | $2.2M |
| Tidal Investments LLC | 0.02% | New | 7,124 | $2.2M |
| J.W. Cole Advisors, Inc. | 0.07% | Add +46.7% | 7,057 | $2.2M |
| Sei Investments Co. | 0.00% | Reduce -84.8% | 7,026 | $2.2M |
| Mutual Advisors, LLC | 0.06% | Add +10.5% | 7,091 | $2.1M |
| Steward Partners Investment Advisory, LLC | 0.02% | Add +0.7% | 6,984 | $2.1M |
| ZWJ Investment Counsel Inc. | 0.09% | No change | 6,982 | $2.1M |
| ARK & TLK Investments, LLC | 0.75% | Add +0.0% | 6,915 | $2.1M |
| Foundation Wealth Management, LLC\PA | 1.01% | No change | 6,899 | $2.1M |
| Mayflower Financial Advisors, LLC | 0.32% | Add +26.2% | 6,891 | $2.1M |
| Alpha Cubed Investments, LLC | 0.09% | Reduce -5.9% | 6,882 | $2.1M |
| Landaas & Co. /Wi | 0.58% | Reduce -2.6% | 6,860 | $2.1M |
| Orrstown Financial Services Inc. | 0.50% | No change | 6,859 | $2.1M |
| Forum Financial Management, LP | 0.03% | Add +1.7% | 6,836 | $2.1M |
| HUB Investment Partners, LLC | 0.08% | Add +1.0% | 6,822 | $2.1M |
| Advisor Resource Council | 0.17% | Reduce -5.0% | 6,822 | $2.1M |
| Eagle Bay Advisors LLC | 1.76% | Reduce -5.9% | 6,773 | $2.1M |
| Parallel Advisors, LLC | 0.05% | Add +0.1% | 6,699 | $2.1M |
| Webster Bank, N. A. | 0.23% | No change | 6,697 | $2.1M |
| Sellwood Investment Partners LLC | 1.07% | No change | 6,690 | $2.1M |
| Dorsey & Whitney Trust CO LLC | 0.12% | Reduce -1.1% | 6,663 | $2.0M |
| Cahill Financial Advisors Inc. | 0.27% | No change | 6,571 | $2.0M |
| Finley Financial, LLC | 1.12% | Reduce -4.4% | 6,585 | $2.0M |
| Prime Capital Investment Advisors, LLC | 0.02% | Add +66.1% | 6,481 | $2.0M |
| Cypress Wealth Services, LLC | 0.40% | Add +30.6% | 6,478 | $2.0M |
| One Wealth Advisors, LLC | 0.30% | Reduce -27.4% | 6,461 | $2.0M |
| GenWealth Group, Inc. | 0.43% | Reduce -0.0% | 6,401 | $2.0M |
| Mycio Wealth Partners, LLC | 0.46% | Reduce -5.9% | 6,363 | $2.0M |
| Stratos Wealth Advisors, LLC | 0.11% | Reduce -19.1% | 6,356 | $1.9M |
| Mesirow Financial Investment Management, Inc. | 0.04% | Add +4.8% | 6,350 | $1.9M |
| Zhang Financial LLC | 0.10% | Add +241.3% | 6,334 | $1.9M |
| Vertex Planning Partners, LLC | 0.42% | No change | 6,325 | $1.9M |
| Lee Danner & Bass Inc. | 0.16% | Reduce -0.8% | 6,295 | $1.9M |
| NorthCrest Asset Manangement, LLC | 0.06% | Add +0.5% | 6,217 | $1.9M |
| Clayton Financial Group LLC | 0.70% | Add +1.1% | 6,208 | $1.9M |
| Optivise Advisory Services LLC | 1.07% | Reduce -32.5% | 6,199 | $1.9M |
| Essex Financial Services, Inc. | 0.14% | Add +14.0% | 6,175 | $1.9M |
| Investors Research Corp | 0.41% | Reduce -2.2% | 6,153 | $1.9M |
| Associated Banc-Corp | 0.06% | Add +0.3% | 6,144 | $1.9M |
| Rossmore Private Capital | 0.23% | No change | 6,095 | $1.9M |
| Tsfg, LLC | 0.38% | Reduce -12.1% | 6,077 | $1.9M |
| River Wealth Advisors LLC | 0.26% | No change | 6,019 | $1.8M |
| Andrews, Lucia Wealth Management LLC | 1.23% | No change | 5,696 | $1.8M |
| Bawa N Mallick Trust | 0.87% | No change | 5,960 | $1.8M |
| Hancock Whitney Corp. | 0.06% | Reduce -14.9% | 5,956 | $1.8M |
| GenTrust, LLC | 0.09% | No change | 5,942 | $1.8M |
| Ardent Capital Management, Inc. | 0.79% | No change | 5,929 | $1.8M |
| Townsend Asset Management Corp. /NC/ | 0.70% | Add +0.2% | 5,904 | $1.8M |
| Truepoint, Inc. | 0.05% | Add +17.9% | 5,874 | $1.8M |
| Next Capital Management LLC | 0.86% | Reduce -55.2% | 5,845 | $1.8M |
| Coastline Trust Co | 0.22% | No change | 5,807 | $1.8M |
| Paul R. Ried Financial Group, LLC | 1.24% | No change | 5,784 | $1.8M |
| Smithfield Trust Co | 0.09% | No change | 5,778 | $1.8M |
| Marshall Financial Group Inc. | 0.56% | Add +0.2% | 5,771 | $1.8M |
| Capital City Trust Co. | 0.48% | No change | 5,763 | $1.8M |
| Manchester Capital Management LLC | 0.21% | Reduce -36.0% | 5,662 | $1.7M |
| Asset Dedication, LLC | 0.14% | Add +0.1% | 5,659 | $1.7M |
| TSA Wealth Managment LLC | 0.69% | Add +57.4% | 5,656 | $1.7M |
| KM Capital Management Ltd. | 0.93% | Add +18.5% | 5,646 | $1.7M |
| Blue Barn Wealth, LLC | 0.90% | Reduce -8.6% | 5,615 | $1.7M |
| First Business Financial Services, Inc. | 0.17% | No change | 5,578 | $1.7M |
| Vision Capital Management, Inc. | 0.25% | No change | 5,559 | $1.7M |
| Westshore Wealth, LLC | 0.72% | No change | 5,545 | $1.7M |
| Arkadios Wealth Advisors | 0.06% | Add +15.0% | 5,527 | $1.7M |
| Ade, LLC | 0.97% | Reduce -4.0% | 5,472 | $1.7M |
| Graypoint LLC | 0.10% | Reduce -2.0% | 5,456 | $1.7M |
| Maridea Wealth Management LLC | 0.55% | Add +52.9% | 5,453 | $1.7M |
| Auour Investments LLC | 0.61% | Add +0.6% | 5,486 | $1.7M |
| Allegheny Financial Group | 0.42% | Add +0.0% | 5,392 | $1.7M |
| Simmons Bank | 0.12% | Reduce -2.7% | 5,321 | $1.6M |
| SC&H Financial Advisors, Inc. | 0.32% | Add +0.0% | 5,268 | $1.6M |
| Peddock Capital Advisors, LLC | 0.41% | No change | 5,239 | $1.6M |
| Ullmann Wealth Partners Group, LLC | 0.21% | Add +244.2% | 5,235 | $1.6M |
| Talisman Wealth Advisors LLC | 1.64% | Add +0.1% | 5,218 | $1.6M |
| GQG Partners LLC | 0.00% | Reduce -55.4% | 5,200 | $1.6M |
| VestGen Advisors, LLC | 0.07% | — | 5,190 | $1.6M |
| CoreCap Advisors, LLC | 0.07% | Reduce -0.3% | 5,143 | $1.6M |
| Flputnam Investment Management Co. | 0.03% | No change | 5,142 | $1.6M |
| Sharkey, Howes & Javer | 0.22% | Add +0.2% | 5,120 | $1.6M |
| Legacy Edge Advisors, LLC | 0.24% | Reduce -0.2% | 5,120 | $1.6M |
| Parisi Gray Wealth Management | 0.50% | Reduce -0.9% | 5,032 | $1.5M |
| Morton Capital Management LLC | 0.30% | Reduce -0.1% | 5,030 | $1.5M |
| Carrera Capital Advisors | 0.34% | Reduce -10.7% | 5,024 | $1.5M |
| Dynamic Advisor Solutions LLC | 0.05% | Reduce -0.3% | 5,004 | $1.5M |
| Adero Partners, LLC | 0.10% | No change | 4,991 | $1.5M |
| Belpointe Asset Management LLC | 0.08% | Add +39.4% | 4,976 | $1.5M |
| Wesbanco Bank Inc. | 0.05% | Add +0.7% | 4,970 | $1.5M |
| Wealth Alliance, LLC | 0.18% | Add +278.1% | 4,968 | $1.5M |
| Detalus Advisors, LLC | 0.48% | Add +489.5% | 4,958 | $1.5M |
| Foundations Investment Advisors, LLC | 0.03% | Add +13.2% | 4,874 | $1.5M |
| Cambridge Financial Group, LLC | 0.63% | Add +0.1% | 4,872 | $1.5M |
| Nicolet Advisory Services, LLC | 0.15% | Add +19.1% | 5,172 | $1.5M |
| Quantum Portfolio Management LLC | 0.75% | Reduce -30.7% | 4,823 | $1.5M |
| Fisher Asset Management | 0.00% | Add +5.4% | 4,816 | $1.5M |
| Tiemann Investment Advisors, LLC | 0.67% | No change | 4,810 | $1.5M |
| Annex Advisory Services, LLC | 0.04% | No change | 4,798 | $1.5M |
| Sightline Wealth Advisors, LLC | 0.77% | Reduce -3.5% | 4,788 | $1.5M |
| AE Wealth Management LLC | 0.01% | Add +45.2% | 4,781 | $1.5M |
| Landmark Wealth Management, LLC | 0.64% | Add +9.8% | 4,765 | $1.5M |
| New Wave Wealth Advisors LLC | 0.65% | Add +141.4% | 4,710 | $1.4M |
| Argent Trust Co | 0.06% | Reduce -8.3% | 4,694 | $1.4M |
| Carolinas Wealth Consulting LLC | 0.31% | Add +2.8% | 4,651 | $1.4M |
| CFS Investment Advisory Services, LLC | 0.13% | Add +2.1% | 4,618 | $1.4M |
| LBJ Family Wealth Advisors, Ltd. | 0.90% | Add +0.2% | 4,617 | $1.4M |
| Certified Advisory Corp | 0.16% | Reduce -2.0% | 4,606 | $1.4M |
| NewEdge Wealth, LLC | 0.03% | Reduce -1.1% | 4,599 | $1.4M |
| First Financial Corp. | 0.68% | No change | 4,597 | $1.4M |
| 17 Capital Partners, LLC | 0.90% | Add +4.8% | 4,596 | $1.4M |
| Eq LLC | 0.66% | No change | 4,594 | $1.4M |
| Cadence Bank | 0.10% | No change | 4,581 | $1.4M |
| Roundview Capital LLC | 0.10% | Add +31.8% | 4,570 | $1.4M |
| IFG Advisors, LLC | 0.27% | Reduce -68.5% | 4,569 | $1.4M |
| James J. Burns & Company, LLC | 0.25% | Reduce -14.9% | 4,562 | $1.4M |
| Focus Partners Advisor Solutions, LLC | 0.02% | Add +5.3% | 4,559 | $1.4M |
| Atalanta Sosnoff Capital, LLC | 0.03% | Reduce -76.1% | 4,556 | $1.4M |
| AdvisorNet Financial, Inc | 0.10% | Add +18.7% | 4,536 | $1.4M |
| Frank, Rimerman Advisors LLC | 0.11% | No change | 4,535 | $1.4M |
| Grandfield & Dodd, LLC | 0.09% | Add +21.5% | 4,523 | $1.4M |
| Stordahl Capital Management, Inc. | 0.33% | Reduce -1.2% | 4,484 | $1.4M |
| Cypress Capital Group | 0.18% | Reduce -7.8% | 4,464 | $1.4M |
| Absolute Capital Management, LLC | 0.79% | Reduce -7.2% | 4,458 | $1.4M |
| Balance Wealth Partners LLC | 0.89% | — | 4,442 | $1.4M |
| Procyon Advisors, LLC | 0.08% | Reduce -81.0% | 4,362 | $1.3M |
| Equitable Trust Co. | 0.07% | Add +0.3% | 4,328 | $1.3M |
| Meridian Wealth Management, LLC | 0.06% | Add +2.9% | 4,323 | $1.3M |
| Keebeck Wealth Management | 0.20% | Add +17.2% | 4,311 | $1.3M |
| Capital International Investors | 0.00% | Reduce -40.5% | 4,297 | $1.3M |
| Leavell Investment Management, Inc. | 0.06% | No change | 4,221 | $1.3M |
| Callan Family Office, LLC | 0.10% | Add +0.1% | 4,215 | $1.3M |
| Montecito Bank & Trust | 0.23% | Reduce -18.2% | 4,193 | $1.3M |
| Vishria Bird Financial Group, LLC | 0.44% | No change | 4,182 | $1.3M |
| Wedmont Private Capital | 0.07% | Reduce -46.0% | 4,384 | $1.3M |
| Benjamin Edwards Inc. | 0.02% | Add +8.1% | 4,156 | $1.3M |
| Rockwood Wealth Management, LLC | 0.13% | Reduce -4.3% | 4,153 | $1.3M |
| Oppenheimer & Co. Inc. | 0.02% | Add +4.4% | 4,131 | $1.3M |
| Transcend Capital Advisors, LLC | 0.09% | Add +63.1% | 4,121 | $1.3M |
| Vanguard Personalized Indexing Management, LLC | 0.02% | Add +303.3% | 4,110 | $1.3M |
| Independent Financial Group, LLC | 0.04% | Add +7.4% | 4,103 | $1.3M |
| Advisors Capital Management, LLC | 0.02% | Reduce -5.6% | 4,076 | $1.3M |
| Pacific Financial Group Inc. | 1.00% | No change | 4,043 | $1.2M |
| Atria Investments, Inc | 0.02% | Reduce -42.9% | 4,037 | $1.2M |
| Neumann Capital Management, LLC | 0.42% | Reduce -0.6% | 3,989 | $1.2M |
| Philip James Wealth Mangement, LLC | 0.15% | Reduce -1.8% | 3,976 | $1.2M |
| SouthState Bank Corp | 0.05% | Add +958.6% | 3,917 | $1.2M |
| McCarthy Asset Management, Inc. | 0.87% | Add +0.1% | 3,916 | $1.2M |
| Capital Asset Advisory Services LLC | 0.06% | Reduce -1.1% | 3,856 | $1.2M |
| Graver Capital Management, LLC | 1.21% | No change | 3,878 | $1.2M |
| Balentine LLC | 0.05% | No change | 3,868 | $1.2M |
| Eagle Strategies LLC | 0.21% | Add +0.3% | 3,857 | $1.2M |
| Axxcess Wealth Management, LLC | 0.03% | Reduce -1.8% | 3,856 | $1.2M |
| Rovin Capital /Ut/ | 0.38% | Reduce -3.7% | 3,829 | $1.2M |
| Pinnacle Financial Partners Inc | 0.02% | Add +0.7% | 3,813 | $1.2M |
| Tanager Wealth Management LLP | 0.15% | No change | 3,800 | $1.2M |
| Wealthstream Advisors, Inc. | 0.22% | No change | 3,797 | $1.2M |
| Soundwatch Capital LLC | 0.53% | No change | 3,769 | $1.2M |
| Syverson Strege & Co | 0.37% | Add +0.0% | 3,758 | $1.2M |
| Choate Investment Advisors | 0.03% | No change | 3,752 | $1.2M |
| CW Advisors, LLC | 0.01% | Reduce -19.3% | 3,743 | $1.1M |
| Summit Financial, LLC | 0.03% | Reduce -34.3% | 3,740 | $1.1M |
| Key Financial Inc | 0.25% | No change | 3,709 | $1.1M |
| Kendall Capital Management | 0.33% | No change | 3,692 | $1.1M |
| Petredis Investment Advisors LLC | 0.12% | No change | 3,684 | $1.1M |
| Westmount Partners, LLC | 0.34% | No change | 3,674 | $1.1M |
| Ellevest, Inc. | 0.07% | Reduce -8.5% | 3,641 | $1.1M |
| Valmark Advisers, Inc. | 0.02% | Add +13.2% | 3,628 | $1.1M |
| Horst & Graben Wealth Management LLC | 0.20% | Add +9.0% | 3,624 | $1.1M |
| Kickstand Ventures, Llc. | 0.28% | Add +78.7% | 3,608 | $1.1M |
| Kestra Private Wealth Services, LLC | 0.02% | Reduce -38.1% | 3,598 | $1.1M |
| W.H. Cornerstone Investments Inc. | 0.76% | Reduce -25.5% | 3,597 | $1.1M |
| Quadrature Capital Ltd | 0.02% | New | 3,564 | $1.1M |
| Whitegate Investment Counselors, Inc. | 0.39% | Reduce -0.3% | 3,559 | $1.1M |
| Heritage Wealth Advisors | 0.06% | Reduce -11.5% | 3,548 | $1.1M |
| Aspen Investment Management Inc | 0.50% | Add +51.2% | 3,542 | $1.1M |
| Legacy Private Trust Co. | 0.07% | No change | 3,533 | $1.1M |
| Good Life Advisors, LLC | 0.08% | Add +0.3% | 3,485 | $1.1M |
| Ofc Financial Planning, LLC | 1.20% | Reduce -1.3% | 3,464 | $1.1M |
| Vawter Financial, Ltd. | 0.59% | No change | 3,461 | $1.1M |
| Mgo One Seven LLC | 0.04% | Reduce -2.5% | 3,454 | $1.1M |
| Flaharty Asset Management, LLC | 0.15% | Reduce -2.4% | 3,443 | $1.1M |
| Instrumental Wealth, LLC | 0.96% | Reduce -1.0% | 3,490 | $1.1M |
| Optimist Retirement Group LLC | 0.53% | No change | 3,440 | $1.1M |
| Ti-Trust, Inc. | 0.69% | No change | 3,419 | $1.0M |
| Note Advisors, LLC | 0.86% | Reduce -11.9% | 3,400 | $1.0M |
| Pathway Financial Advisors LLC | 0.19% | No change | 3,400 | $1.0M |
| Colonial Trust Advisors | 0.09% | No change | 3,400 | $1.0M |
| McClarren Financial Advisors, Inc. | 0.69% | New | 1,740 | $1.0M |
| Avity Investment Management Inc. | 0.08% | Add +1.8% | 3,390 | $1.0M |
| Brandywine Oak Private Wealth LLC | 0.10% | No change | 3,373 | $1.0M |
| Flagstar Securities, Inc. | 0.26% | Add +4.1% | 3,316 | $1.0M |
| Warren Street Wealth Advisors, LLC | 0.40% | Reduce -1.1% | 3,314 | $1.0M |
| Bollard Group LLC | 0.03% | Add +0.3% | 3,309 | $1.0M |
| Legacy Trust | 0.24% | Reduce -9.6% | 3,305 | $1.0M |
| Gries Financial LLC | 0.20% | No change | 3,288 | $1.0M |
| GPS Wealth Strategies Group, LLC | 0.14% | Add +2.1% | 3,274 | $1.0M |
| Regimen Wealth, LLC | 0.32% | Add +3.6% | 3,269 | $1.0M |
| Patten Group, Inc. | 0.23% | Reduce -33.4% | 3,263 | $1.0M |
| DHJJ Financial Advisors, Ltd. | 0.40% | No change | 3,227 | $990K |
| Denver PWM, LLC | 0.35% | Add +0.3% | 3,214 | $986K |
| Wealthquest Corp | 0.08% | No change | 3,206 | $983K |
| Connable Office Inc. | 0.10% | Add +60.6% | 3,168 | $972K |
| Spinnaker Trust | 0.06% | No change | 3,165 | $971K |
| CJM Wealth Advisers, Ltd. | 0.34% | No change | 3,157 | $968K |
| Cozad Asset Management Inc. | 0.10% | Reduce -3.0% | 3,157 | $968K |
| Meridian Wealth Advisors, LLC | 0.16% | No change | 3,151 | $967K |
| Bluespring Wealth Management, LLC | 0.10% | No change | 3,151 | $967K |
| Waters Parkerson & Co., LLC | 0.05% | No change | 3,150 | $966K |
| Brookstone Capital Management | 0.01% | Reduce -1.5% | 3,146 | $965K |
| DAVENPORT & Co LLC | 0.01% | Add +0.5% | 3,136 | $962K |
| Sagespring Wealth Partners, LLC | 0.02% | New | 3,131 | $961K |
| Waterfront Wealth Inc. | 0.23% | No change | 3,124 | $958K |
| CreativeOne Wealth, LLC | 0.03% | Add +4.3% | 3,119 | $957K |
| MA Private Wealth | 0.18% | Reduce -5.5% | 3,089 | $948K |
| Fragasso Financial Advisors Inc | 0.07% | Reduce -7.7% | 3,071 | $942K |
| Smartleaf Asset Management LLC | 0.09% | Add +781.9% | 3,069 | $936K |
| GTS Securities LLC | 0.04% | New | 3,052 | $936K |
| Wagner Wealth Management, LLC | 0.23% | No change | 3,045 | $934K |
| Cortland Associates Inc. | 0.11% | No change | 3,038 | $932K |
| Retirement Planning Group, LLC | 0.04% | No change | 3,030 | $929K |
| Focus Financial Network, Inc. | 0.04% | New | 3,024 | $928K |
| Courier Capital LLC | 0.06% | Reduce -2.0% | 3,022 | $927K |
| MassMutual Private Wealth & Trust, FSB | 0.03% | Reduce -7.9% | 3,019 | $926K |
| Connecticut Wealth Management, LLC | 0.05% | Add +0.0% | 3,015 | $925K |
| Chandler Asset Management, Inc. | 0.17% | No change | 3,000 | $920K |
| Maryland State Retirement & Pension System | 0.02% | New | 2,997 | $919K |
| Savvy Advisors, Inc. | 0.09% | Add +0.7% | 2,981 | $915K |
| Nicolet Bankshares Inc. | 0.18% | No change | 2,965 | $909K |
| Venturi Wealth Management, LLC | 0.05% | No change | 2,945 | $903K |
| Greenleaf Trust | 0.01% | No change | 2,939 | $902K |
| Heartwood Wealth Advisors LLC | 0.10% | Reduce -0.6% | 2,937 | $901K |
| Orgel Wealth Management, LLC | 0.02% | Add +42.3% | 2,907 | $892K |
| Carnegie Investment Counsel | 0.02% | Add +26.8% | 3,146 | $891K |
| Strategic Advisors LLC | 0.17% | Reduce -12.2% | 2,903 | $890K |
| Flagship Harbor Advisors, LLC | 0.05% | No change | 2,901 | $890K |
| Tandem Capital Management Corp. | 0.50% | No change | 2,895 | $888K |
| Capital Advisors, Ltd. LLC | 0.12% | Add +0.0% | 2,895 | $888K |
| Qube Research & Technologies Ltd | 0.00% | Add +196.9% | 2,883 | $884K |
| Fi3 FINANCIAL ADVISORS, LLC | 0.36% | No change | 2,867 | $879K |
| West Paces Advisors Inc. | 0.20% | No change | 2,840 | $871K |
| Meritage Portfolio Management | 0.06% | No change | 2,824 | $866K |
| Kera Capital Partners, Inc. | 0.26% | Add +2.3% | 2,815 | $864K |
| Kingsview Wealth Management, LLC | 0.02% | Reduce -12.7% | 2,789 | $856K |
| USA Financial Formulas | 0.14% | Reduce -8.3% | 2,786 | $855K |
| Oldfather Financial Services, LLC | 0.32% | Add +0.1% | 2,776 | $852K |
| Hemenway Trust Co LLC | 0.07% | Reduce -4.5% | 2,760 | $847K |
| Henrickson Nauta Wealth Advisors, Inc. | 0.35% | Reduce -0.5% | 2,942 | $847K |
| Segment Wealth Management, LLC | 0.06% | Reduce -0.4% | 2,751 | $844K |
| Vestmark Advisory Solutions, Inc. | 0.02% | Reduce -31.4% | 2,726 | $836K |
| Firethorn Wealth Partners, LLC | 0.40% | Add +11.5% | 2,725 | $836K |
| Gladstone Institutional Advisory LLC | 0.04% | Reduce -3.7% | 2,710 | $831K |
| First National Trust Co | 0.03% | No change | 2,708 | $831K |
| Boston Trust Walden Corp | 0.01% | No change | 2,705 | $830K |
| Enzi Wealth | 0.34% | No change | 2,762 | $829K |
| Tradition Wealth Management, LLC | 0.07% | Add +6.7% | 2,687 | $824K |
| LGL Partners, LLC | 0.40% | Add +0.3% | 2,676 | $821K |
| CENTRAL TRUST Co | 0.02% | Reduce -0.3% | 2,652 | $813K |
| Betterment LLC | 0.00% | Add +93.3% | 2,644 | $811K |
| Azimuth Capital Investment Management LLC | 0.03% | Add +0.8% | 2,641 | $810K |
| Prosperity Consulting Group, LLC | 0.06% | Reduce -14.3% | 2,636 | $809K |
| Wolf Group Capital Advisors | 0.27% | Reduce -34.9% | 2,631 | $807K |
| Cherrydale Wealth Management, LLC | 0.32% | Add +245.5% | 2,629 | $806K |
| Shepherd Financial Partners LLC | 0.09% | Reduce -0.2% | 2,627 | $806K |
| Clifford Swan Investment Counsel LLC | 0.03% | Add +10.1% | 2,573 | $789K |
| Apollon Wealth Management, LLC | 0.02% | Add +0.6% | 2,570 | $788K |
| Deroy & Devereaux Private Investment Counsel Inc. | 0.05% | Add +1.2% | 2,570 | $788K |
| IHT Wealth Management, LLC | 0.02% | Reduce -3.2% | 2,549 | $782K |
| RFG Advisory, LLC | 0.02% | Reduce -5.3% | 2,548 | $782K |
| Facet Wealth, Inc. | 0.02% | Reduce -9.1% | 2,515 | $778K |
| Northstar Group, Inc. | 0.13% | No change | 2,529 | $776K |
| Capital Investment Advisors, LLC | 0.01% | Add +8.3% | 2,502 | $767K |
| Burke & Herbert Bank & Trust Co. | 0.18% | No change | 2,482 | $761K |
| Falcon Wealth Planning | 0.08% | Add +0.2% | 2,461 | $755K |
| Headinvest, LLC | 0.15% | No change | 2,440 | $748K |
| ShoreHaven Wealth Partners, LLC | 0.36% | Add +15.5% | 2,434 | $747K |
| Manhattan West Asset Management, LLC | 0.19% | Add +16.0% | 2,423 | $743K |
| London Co. of Virginia | 0.00% | Reduce -92.2% | 2,421 | $743K |
| ONE Advisory Partners, LLC | 0.32% | Add +9.8% | 2,421 | $743K |
| Vista Capital Partners, Inc. | 0.09% | No change | 2,420 | $742K |
| Simon Quick Advisors, LLC | 0.04% | Add +0.3% | 2,397 | $735K |
| Transatlantique Private Wealth LLC | 0.29% | Reduce -6.3% | 2,389 | $733K |
| Penney Financial, LLC | 0.48% | No change | 2,380 | $730K |
| Planwiser Financial, LLC | 0.66% | — | 2,352 | $725K |
| Topsail Wealth Management, LLC | 0.15% | Add +145.2% | 2,334 | $716K |
| WorthPointe, LLC | 0.33% | Reduce -13.5% | 2,326 | $713K |
| Paces Ferry Wealth Advisors, LLC | 0.35% | Reduce -2.4% | 2,315 | $710K |
| Midland Wealth Advisors, LLC | 0.04% | Reduce -3.9% | 2,313 | $709K |
| Vontobel Holding Ltd. | 0.00% | No change | 2,300 | $706K |
| Signaturefd, LLC | 0.01% | No change | 2,291 | $703K |
| Modern Wealth Management, LLC | 0.02% | Add +69.5% | 2,280 | $699K |
| Verum Partners LLC | 0.19% | Add +0.7% | 2,276 | $698K |
| StoneX Group Inc. | 0.04% | Add +0.1% | 2,275 | $698K |
| HM Payson & Co. | 0.01% | Reduce -5.4% | 2,272 | $697K |
| Old North State Wealth Management, LLC | 0.39% | Add +0.3% | 2,257 | $692K |
| Harbor Group, Inc. | 0.14% | Add +16.1% | 2,255 | $692K |
| Willis Johnson & Associates, Inc. | 0.05% | Add +10.6% | 2,251 | $690K |
| Next Level Private LLC | 0.26% | Reduce -0.4% | 2,245 | $689K |
| Salem Investment Counselors Inc. | 0.02% | No change | 2,240 | $687K |
| First American Trust, FSB | 0.06% | Reduce -1.0% | 2,233 | $685K |
| Tranquility Partners, LLC | 0.26% | Add +8.4% | 2,224 | $682K |
| BLB&B Advisors, LLC | 0.03% | No change | 2,224 | $682K |
| Hollencrest Capital Management | 0.03% | No change | 2,208 | $677K |
| Kohmann Bosshard Financial Services, LLC | 0.08% | No change | 2,204 | $676K |
| LWM Advisory Services, LLC | 0.47% | Reduce -2.7% | 2,200 | $675K |
| Synergy Investment Management, LLC | 0.28% | Reduce -1.4% | 2,194 | $673K |
| United Asset Strategies, Inc. | 0.06% | Add +1.1% | 2,182 | $669K |
| Kavar Capital Partners Group, LLC | 0.11% | No change | 2,167 | $665K |
| UNIVEST FINANCIAL Corp | 0.04% | No change | 2,163 | $663K |
| IFS Advisors, LLC | 0.54% | Reduce -2.9% | 2,159 | $662K |
| Buttonwood Financial Advisors Inc. | 0.29% | No change | 2,151 | $660K |
| Moneco Advisors, LLC | 0.07% | Add +0.2% | 2,142 | $657K |
| Tritonpoint Wealth, LLC | 0.06% | Add +0.1% | 2,141 | $657K |
| Eastern Bank | 0.01% | Reduce -3.4% | 2,134 | $655K |
| Douglass Winthrop Advisors, LLC | 0.01% | No change | 2,132 | $654K |
| Centaurus Financial, Inc. | 0.04% | Add +2.3% | 2,125 | $652K |
| SOA Wealth Advisors, LLC. | 0.14% | Add +0.1% | 2,119 | $650K |
| Blankinship & Foster, LLC | 0.16% | Reduce -0.2% | 2,110 | $647K |
| Ameriflex Group, Inc. | 0.26% | Reduce -11.3% | 2,106 | $646K |
| Notis-McConarty Edward | 0.33% | Reduce -6.7% | 2,100 | $644K |
| Staley Capital Advisers Inc. | 0.03% | No change | 2,100 | $644K |
| JPL Wealth Management, LLC | 0.18% | No change | 2,099 | $644K |
| TRUE Private Wealth Advisors | 0.08% | Reduce -3.5% | 2,093 | $642K |
| Cornerstone Planning Group LLC | 0.15% | Reduce -3.0% | 2,166 | $637K |
| Cibc World Market Inc. | 0.00% | No change | 2,054 | $630K |
| Fulton Bank, N.A. | 0.03% | No change | 2,044 | $627K |
| Members Trust Co | 0.02% | No change | 2,040 | $626K |
| Acorn Wealth Advisors, LLC | 0.26% | No change | 2,038 | $625K |
| Susquehanna International Group, LLP | 0.00% | Reduce -93.1% | 2,024 | $621K |
| West Michigan Advisors, LLC | 0.21% | Add +135.5% | 2,016 | $618K |
| Hurlow Wealth Management Group, Inc. | 0.19% | No change | 2,007 | $616K |
| Citizens National Bank Trust Department | 0.13% | No change | 2,000 | $613K |
| Simplicity Wealth,LLC | 0.05% | Add +61.3% | 1,999 | $613K |
| Hohimer Wealth Management, LLC | 0.12% | No change | 1,997 | $613K |
| Perennial Investment Advisors, LLC | 0.07% | Add +161.7% | 1,989 | $610K |
| Unique Wealth, LLC | 0.12% | Add +183.3% | 1,986 | $609K |
| Parthenon LLC | 0.07% | No change | 1,980 | $607K |
| Riverbridge Partners LLC | 0.01% | Reduce -10.2% | 1,980 | $607K |
| Osborne Partners Capital Management, LLC | 0.04% | No change | 1,979 | $607K |
| Prosperity Wealth Management, Inc. | 0.29% | Reduce -2.4% | 1,978 | $607K |
| Smith Salley Wealth Management | 0.04% | Reduce -12.0% | 1,949 | $598K |
| Sowell Financial Services LLC | 0.03% | New | 1,949 | $598K |
| Security National Bank | 0.11% | Add +291.3% | 1,925 | $590K |
| International Assets Investment Management, LLC | 0.05% | No change | 1,918 | $588K |
| Cary Street Partners Financial LLC | 0.02% | Reduce -20.3% | 1,909 | $586K |
| Mechanics Bank Trust Department | 0.08% | No change | 1,900 | $583K |
| U.S. Capital Wealth Advisors, LLC | 0.02% | Add +17.7% | 1,899 | $582K |
| Regal Investment Advisors LLC | 0.05% | Reduce -6.2% | 1,892 | $580K |
| Edgestream Partners, L.P. | 0.02% | Add +28.5% | 1,884 | $578K |
| Golden Road Advisors LLC | 0.45% | No change | 1,881 | $577K |
| Fifth Third Wealth Advisors LLC | 0.03% | Add +102.8% | 1,880 | $577K |
| Nicholas Hoffman & Company, LLC. | 0.02% | Add +0.8% | 1,878 | $576K |
| Stock Yards Bank & Trust Co. | 0.02% | Add +13.2% | 1,870 | $574K |
| LCNB Corp. | 0.21% | No change | 1,865 | $572K |
| Verdence Capital Advisors LLC | 0.04% | Reduce -6.1% | 1,858 | $570K |
| Journey Advisory Group, LLC | 0.05% | No change | 1,856 | $569K |
| Forte Asset Management LLC | 0.29% | No change | 1,855 | $569K |
| Alcosta Capital Management, Inc. | 0.38% | Reduce -19.2% | 1,852 | $568K |
| Cahaba Wealth Management, Inc. | 0.05% | Reduce -24.0% | 1,852 | $568K |
| Houlihan Financial Resource Group, Ltd. | 0.25% | Reduce -10.8% | 1,850 | $567K |
| Pinnacle Associates Ltd. | 0.01% | No change | 1,847 | $567K |
| Global Wealth Management, LLC | 0.33% | Add +0.3% | 1,842 | $565K |
| Sprinkle Financial Consultants LLC | 0.36% | Reduce -24.6% | 1,841 | $564K |
| Cherry Creek Investment Advisors, Inc. | 0.29% | Add +0.2% | 1,836 | $563K |
| Coppell Advisory Solutions LLC | 0.08% | Add +291.3% | 1,534 | $563K |
| Moulton Wealth Management, Inc. | 0.43% | New | 1,830 | $561K |
| Moser Wealth Advisors, LLC | 0.29% | Add +1.4% | 1,829 | $561K |
| Delta Investment Management, LLC | 0.11% | No change | 1,829 | $561K |
| BIP Wealth, LLC | 0.04% | Reduce -19.7% | 1,825 | $560K |
| Americana Partners, LLC | 0.02% | Reduce -30.0% | 1,823 | $559K |
| Paragon Financial Partners, Inc. | 0.44% | Add +0.2% | 1,821 | $558K |
| Synovus Financial Corp. | 0.01% | Reduce -2.8% | 1,813 | $556K |
| Fermata Advisors, LLC | 0.10% | Reduce -6.1% | 1,811 | $556K |
| Obermeyer Wealth Partners | 0.03% | New | 1,810 | $555K |
| Diversified Portfolios, Inc. | 0.06% | Reduce -51.8% | 1,794 | $550K |
| WNY Asset Management, LLC | 0.07% | Reduce -1.5% | 1,792 | $550K |
| Accelerate Investment Advisors LLC | 0.46% | Add +93.0% | 1,774 | $544K |
| Morris Financial Concepts, Inc. | 0.23% | Reduce -5.3% | 1,773 | $544K |
| PACK Private Wealth, LLC | 0.32% | No change | 1,772 | $544K |
| Corepath Wealth Partners LLC | 0.52% | New | 1,875 | $543K |
| Aviance Capital Partners, LLC | 0.08% | New | 1,766 | $542K |
| PFG Investments, LLC | 0.03% | Add +2.1% | 1,761 | $540K |
| Scharf Investments, LLC | 0.02% | Reduce -82.6% | 1,757 | $539K |
| AAF Wealth Management, LLC | 0.29% | Add +0.2% | 1,756 | $539K |
| Somerville Kurt F | 0.09% | New | 1,744 | $535K |
| Almanack Investment Partners, LLC. | 0.11% | Reduce -37.1% | 1,732 | $531K |
| Penobscot Wealth Management | 0.22% | Add +39.2% | 1,725 | $529K |
| KilterHowling LLC | 0.34% | Add +0.2% | 1,697 | $527K |
| FORM Wealth Advisors, LLC | 0.07% | — | 1,717 | $527K |
| Heritage Financial Services, LLC | 0.05% | Reduce -2.8% | 1,716 | $526K |
| Avant Financial Advisors LLC | 0.48% | Add +2.5% | 1,713 | $525K |
| Moss Adams Wealth Advisors LLC | 0.06% | Add +157.3% | 1,711 | $525K |
| Marks Group Wealth Management, Inc | 0.05% | No change | 1,708 | $524K |
| Schechter Investment Advisors, LLC | 0.04% | No change | 1,700 | $521K |
| AlphaCore Capital LLC | 0.04% | New | 1,693 | $519K |
| Tolleson Wealth Management, Inc. | 0.10% | No change | 1,690 | $518K |
| 1ST Source Bank | 0.03% | Add +18.7% | 1,685 | $517K |
| SeaCrest Wealth Management, LLC | 0.06% | Reduce -20.4% | 1,683 | $516K |
| Patriot Financial Group Insurance Agency, LLC | 0.07% | Add +55.0% | 1,675 | $514K |
| Greenwood Gearhart LLC | 0.04% | No change | 1,673 | $513K |
| Callan Capital, LLC | 0.04% | Add +0.6% | 1,660 | $509K |
| Palisade Asset Management, LLC | 0.05% | No change | 1,660 | $509K |
| North Berkeley Wealth Management, LLC | 0.53% | No change | 1,658 | $509K |
| Signature Estate & Investment Advisors LLC | 0.01% | Add +0.1% | 1,653 | $507K |
| Claro Advisors Inc. | 0.07% | Add +63.6% | 1,652 | $507K |
| Pure Portfolios Holdings LLC | 0.19% | Reduce -1.1% | 1,652 | $507K |
| Flagship Private Wealth, LLC | 0.24% | Add +0.2% | 1,652 | $507K |
| Larson Financial Group LLC | 0.02% | Add +4.0% | 1,651 | $506K |
| Sage Private Wealth Group, LLC | 0.38% | Add +0.9% | 1,648 | $506K |
| Stonebridge Financial Group, LLC | 0.05% | No change | 1,647 | $505K |
| Murphy, Middleton, Hinkle & Parker, Inc. | 0.28% | No change | 1,635 | $502K |
| LPWM LLC | 0.16% | Reduce -0.4% | 1,633 | $501K |
| Ascentis Independent Advisors | 0.10% | Add +0.3% | 1,633 | $501K |
| Paradigm, Strategies in Wealth Management, LLC | 0.34% | No change | 1,630 | $500K |
| Fulton Breakefield Broenniman LLC | 0.04% | Reduce -26.5% | 1,630 | $500K |
| Allen Mooney & Barnes Investment Advisors LLC | 0.08% | Add +0.3% | 1,628 | $499K |
| Founders Financial Alliance, LLC | 0.12% | Reduce -0.3% | 1,628 | $499K |
| Soltis Investment Advisors LLC | 0.04% | Reduce -0.4% | 1,626 | $499K |
| Kelman-Lazarov, Inc. | 0.09% | Reduce -1.8% | 1,626 | $499K |
| Bogart Wealth, LLC | 0.02% | No change | 1,625 | $499K |
| Black Diamond Financial, LLC | 0.07% | No change | 1,618 | $496K |
| WealthPLAN Partners, LLC | 0.07% | No change | 1,618 | $496K |
| Quadrant Private Wealth Management, LLC | 0.12% | Add +137.6% | 1,604 | $492K |
| FARMERS & MERCHANTS TRUST Co OF LONG BEACH | 0.12% | No change | 1,603 | $492K |
| Summit Wealth & Retirement Planning, Inc. | 0.15% | No change | 1,599 | $490K |
| W Advisors, LLC | 0.31% | New | 1,596 | $490K |
| Abacus Planning Group, Inc. | 0.08% | No change | 1,578 | $484K |
| LongView Wealth Management | 0.14% | Reduce -24.7% | 1,576 | $483K |
| Meeder Advisory Services, Inc. | 0.03% | Reduce -2.0% | 1,575 | $483K |
| Blue Trust, Inc. | 0.01% | Add +0.5% | 1,568 | $481K |
| Pinnacle Wealth Planning Services, Inc. | 0.07% | Reduce -33.0% | 1,562 | $479K |
| Benchmark Financial Wealth Advisors, LLC | 0.18% | New | 1,558 | $478K |
| Ridgeline Wealth, LLC | 0.41% | Reduce -0.3% | 1,557 | $478K |
| Ruggaard & Associates LLC | 0.21% | No change | 1,555 | $477K |
| Canandaigua National Bank & Trust Co. | 0.05% | No change | 1,555 | $477K |
| Northside Capital Management, LLC | 0.08% | No change | 1,546 | $474K |
| Sunbelt Securities, Inc. | 0.04% | Add +1.6% | 1,540 | $472K |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 0.07% | No change | 1,535 | $471K |
| Gerber Kawasaki Wealth & Investment Management | 0.02% | Reduce -1.6% | 1,525 | $468K |
| Prasad Wealth Partners, LLC | 0.15% | Add +0.3% | 1,525 | $468K |
| Madden Advisory Services, Inc. | 0.22% | No change | 1,523 | $467K |
| Maple Capital Management, Inc. | 0.04% | No change | 1,518 | $466K |
| Revolve Wealth Partners, LLC | 0.07% | No change | 1,509 | $463K |
| Country Club Bank | 0.03% | Reduce -0.8% | 1,513 | $462K |
| Farmers National Bank | 0.13% | No change | 1,504 | $461K |
| Integrated Investment Consultants, LLC | 0.09% | New | 1,500 | $460K |
| O'Brien Wealth Partners LLC | 0.09% | Reduce -4.8% | 1,498 | $459K |
| Sentry LLC | 0.09% | Add +0.1% | 1,496 | $459K |
| Black Swift Group, LLC | 0.10% | New | 1,494 | $458K |
| Western Wealth Management, LLC | 0.03% | Reduce -0.5% | 1,491 | $457K |
| Proficio Capital Partners LLC | 0.04% | No change | 1,490 | $457K |
| JB Capital LLC | 0.03% | Add +18.8% | 1,490 | $457K |
| Plante Moran Financial Advisors, LLC | 0.04% | No change | 1,489 | $457K |
| First Manhattan Co. Llc. | 0.00% | Add +21.2% | 1,484 | $455K |
| Cornerstone Wealth Management, LLC | 0.03% | Add +1.1% | 1,463 | $449K |
| LGT Financial Advisors LLC | 1.36% | Add +18.5% | 1,453 | $446K |
| Curated Wealth Partners LLC | 0.06% | No change | 1,450 | $445K |
| Factor Wealth Management LTD | 0.14% | Add +0.8% | 1,447 | $444K |
| K.J. Harrison & Partners Inc | 0.09% | Reduce -27.6% | 1,443 | $443K |
| World Investment Advisors | 0.01% | Add +1.5% | 1,429 | $438K |
| Summit Asset Management, LLC | 0.08% | No change | 1,424 | $437K |
| FAS Wealth Partners, Inc. | 0.04% | Reduce -0.1% | 1,420 | $436K |
| Arbor Wealth Advisors LLC | 0.39% | Reduce -9.7% | 1,419 | $435K |
| Pennsylvania Capital Management Inc. | 0.16% | No change | 1,418 | $435K |
| Arq Wealth Advisors, LLC | 0.16% | No change | 1,412 | $433K |
| BSW Wealth Partners | 0.07% | No change | 1,406 | $431K |
| Lowe Brockenbrough & Co. Inc. | 0.03% | Reduce -50.8% | 1,405 | $431K |
| Interchange Capital Partners, LLC | 0.12% | New | 1,404 | $431K |
| Global Wealth Strategies & Associates | 0.13% | No change | 1,400 | $429K |
| TD Capital Management LLC | 0.04% | Reduce -0.1% | 1,385 | $425K |
| Pointe Capital Management LLC | 0.25% | No change | 1,375 | $422K |
| AssuredPartners Investment Advisors, LLC | 0.08% | Add +2.8% | 1,372 | $421K |
| Nestegg Advisors, Inc. | 0.45% | Add +0.1% | 1,368 | $419K |
| Beaumont Financial Advisors, LLC | 0.03% | Reduce -16.0% | 1,367 | $419K |
| Chatham Capital Group, Inc. | 0.07% | No change | 1,358 | $417K |
| Fullcircle Wealth LLC | 0.17% | Add +84.1% | 1,375 | $416K |
| Mittelman Wealth Management | 0.37% | Add +0.2% | 1,353 | $415K |
| Arete Wealth Advisors, LLC | 0.03% | Add +6.5% | 1,351 | $415K |
| Partners Wealth Management, LLC | 0.47% | No change | 1,352 | $415K |
| Zacks Investment Management | 0.00% | Add +12.6% | 1,350 | $414K |
| Fayez Sarofim & Co | 0.00% | Add +87.5% | 1,344 | $413K |
| Madison Asset Management, LLC | 0.00% | Reduce -58.1% | 1,335 | $409K |
| Napatree Capital LLC | 0.23% | Reduce -4.2% | 1,330 | $408K |
| Patton Albertson Miller Group, LLC | 0.06% | No change | 1,307 | $401K |
| Geneos Wealth Management Inc. | 0.01% | Reduce -7.4% | 1,304 | $400K |
| Cape Cod Five Cents Savings Bank | 0.04% | No change | 1,271 | $400K |
| Capital Advisors Wealth Management, LLC | 0.07% | Add +14.3% | 1,301 | $399K |
| Wetzel Investment Advisors, Inc. | 0.20% | No change | 1,299 | $398K |
| Ameritas Advisory Services, LLC | 0.02% | No change | 1,264 | $398K |
| Private Trust Co. NA | 0.04% | No change | 1,295 | $397K |
| True Link Financial Advisors, LLC | 0.03% | Reduce -0.8% | 1,294 | $397K |
| Clark Asset Management, LLC | 0.07% | Add +76.4% | 1,277 | $392K |
| Asset Management Group, Inc. | 0.07% | Add +0.3% | 1,275 | $391K |
| Wellspring Financial Advisors, LLC | 0.04% | Add +0.2% | 1,269 | $389K |
| Astoria Strategic Wealth, Inc. | 0.11% | No change | 1,264 | $388K |
| Union Savings Bank | 0.19% | No change | 1,263 | $387K |
| Baring Financial LLC | 0.33% | No change | 1,262 | $387K |
| Joseph Group Capital Management | 0.15% | Reduce -0.2% | 1,259 | $386K |
| Diversify Advisory Services, LLC | 0.02% | Reduce -7.7% | 1,265 | $385K |
| Etesian Wealth Advisors, Inc. | 0.16% | No change | 1,241 | $381K |
| Atlas Brown,Inc. | 0.13% | No change | 1,239 | $380K |
| Ritholtz Wealth Management | 0.01% | Add +24.4% | 1,238 | $380K |
| Shared Vision Wealth Group LLC | 0.21% | Add +35.6% | 1,233 | $378K |
| Gibbs Wealth Management | 0.09% | Reduce -1.9% | 1,223 | $375K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.06% | No change | 1,228 | $375K |
| Abacus Wealth Partners, LLC | 0.06% | No change | 1,221 | $375K |
| Marcum Wealth, LLC | 0.03% | Add +11.4% | 1,201 | $368K |
| Creegan & Nassoura Financial Group, LLC | 0.25% | No change | 1,200 | $368K |
| V2 Financial group LLC | 0.24% | No change | 1,200 | $368K |
| Reynders McVeigh Capital Management, LLC | 0.02% | No change | 1,194 | $366K |
| Generation Capital Management LLC | 0.33% | No change | 1,190 | $365K |
| Redwood Wealth Management Group, LLC | 0.18% | Reduce -4.8% | 1,183 | $363K |
| Wedbush Securities Inc. | 0.01% | No change | 1,179 | $362K |
| Willow Creek Wealth Management Inc. | 0.04% | Reduce -3.5% | 1,177 | $361K |
| Gilliland Jeter Wealth Management LLC | 0.13% | Add +6.3% | 1,174 | $360K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.01% | Add +0.3% | 1,172 | $360K |
| Rothschild Capital Partners, LLC | 0.09% | Add +0.3% | 1,168 | $358K |
| SkyOak Wealth, LLC | 0.08% | Add +0.2% | 1,153 | $354K |
| Baker Ellis Asset Management LLC | 0.05% | No change | 1,150 | $353K |
| Guardian Asset Advisors, LLC | 0.23% | Add +0.2% | 1,144 | $351K |
| Aureus Asset Management, LLC | 0.02% | Reduce -27.8% | 1,139 | $349K |
| GWN Securities Inc. | 0.02% | New | 1,121 | $348K |
| LVW Advisors, LLC | 0.04% | No change | 1,127 | $346K |
| Venture Visionary Partners LLC | 0.01% | No change | 1,121 | $344K |
| Norden Group LLC | 0.04% | No change | 1,113 | $341K |
| Snowden Capital Advisors LLC | 0.01% | Reduce -76.5% | 1,112 | $341K |
| Meridian Wealth Partners, LLC | 0.05% | No change | 1,111 | $341K |
| Anchor Investment Management, LLC | 0.03% | Reduce -1.6% | 1,110 | $340K |
| MPWM Advisory Solutions, LLC | 0.25% | No change | 1,107 | $340K |
| Chesapeake Wealth Management | 0.12% | Reduce -3.1% | 1,107 | $340K |
| Deutsche Bank AG | 0.00% | Add +8.8% | 1,106 | $339K |
| Ami Asset Management Corp. | 0.02% | Reduce -63.4% | 1,104 | $339K |
| Cherry Tree Wealth Management, LLC | 0.08% | No change | 1,102 | $338K |
| Abundance Wealth Counselors | 0.07% | Reduce -60.0% | 1,095 | $336K |
| Washington Trust Bank | 0.03% | Add +45.6% | 1,095 | $336K |
| PBMares Wealth Management LLC | 0.07% | Reduce -8.5% | 1,092 | $335K |
| Drake & Associates, LLC | 0.09% | No change | 1,083 | $332K |
| Encompass Wealth Advisors, LLC | 0.13% | No change | 1,075 | $330K |
| Fortress Financial Group, LLC | 0.33% | Add +0.6% | 1,070 | $328K |
| Forte Capital LLC | 0.04% | Add +44.1% | 1,068 | $328K |
| Wernau Asset Management Inc. | 0.34% | No change | 1,060 | $325K |
| Silver Oak Advisory Group, Inc. | 0.17% | No change | 1,061 | $325K |
| Glass Jacobson Investment Advisors llc | 0.11% | No change | 1,008 | $325K |
| Madison Wealth Partners, Inc | 0.08% | Add +1.3% | 1,055 | $324K |
| Investmark Advisory Group LLC | 0.16% | Add +0.2% | 1,052 | $323K |
| EWG Elevate Inc. | 0.12% | No change | 1,051 | $322K |
| Missouri Trust & Investment Co | 0.11% | No change | 1,050 | $322K |
| Legacy Wealth Management, LLC / MS | 0.11% | Reduce -14.6% | 1,050 | $322K |
| Keystone Wealth Services, LLC | 0.09% | Add +0.2% | 1,048 | $321K |
| Lee, Kelleher & Klein Wealth Management | 0.24% | No change | 1,043 | $320K |
| Frederick Financial Consultants, LLC | 0.23% | No change | 1,041 | $319K |
| Foster & Motley Inc. | 0.02% | Reduce -2.4% | 1,040 | $319K |
| Beirne Wealth Consulting Services, LLC | 0.11% | Reduce -1.3% | 1,034 | $317K |
| Unified Investment Management | 0.37% | New | 1,033 | $317K |
| Saxon Interests, Inc. | 0.15% | No change | 1,033 | $317K |
| Thrive Wealth Management, LLC | 0.06% | Reduce -52.0% | 1,019 | $313K |
| KCM Investment Advisors LLC | 0.01% | Reduce -0.9% | 1,012 | $310K |
| RMR Wealth Builders | 0.03% | Reduce -38.8% | 1,007 | $309K |
| Uptick Partners, LLC | 0.10% | Reduce -4.7% | 1,000 | $307K |
| Advocate Group LLC | 0.06% | No change | 1,000 | $307K |
| Parr McKnight Wealth Management Group, LLC | 0.04% | Reduce -28.4% | 1,000 | $307K |
| Migdal Insurance & Financial Holdings Ltd. | 0.00% | Add +8.0% | 998 | $306K |
| Bridgewater Advisors Inc. | 0.03% | New | 1,005 | $306K |
| Columbia Bank | 0.11% | New | 997 | $306K |
| Crescent Grove Advisors, LLC | 0.03% | No change | 994 | $305K |
| Ancora Advisors LLC | 0.01% | No change | 993 | $305K |
| RFG - Bristol Wealth Advisors, LLC | 0.10% | Reduce -31.2% | 991 | $304K |
| WestEnd Advisors, LLC | 0.01% | Reduce -5.5% | 988 | $303K |
| First Trust Advisors LP | 0.00% | Add +8.6% | 988 | $303K |
| Integrity Alliance, Llc. | 0.01% | New | 984 | $302K |
| Cambridge Capital Management, LLC | 0.19% | Add +0.3% | 984 | $302K |
| FFT Wealth Management LLC | 0.06% | Add +0.1% | 980 | $301K |
| Berkeley Capital Partners, LLC | 0.08% | Reduce -14.8% | 980 | $301K |
| Cardinal Point Capital Management ULC | 0.03% | No change | 979 | $300K |
| Howard Wealth Management, LLC | 0.17% | Add +0.1% | 978 | $300K |
| S.A. Mason LLC | 0.16% | No change | 975 | $299K |
| Range Financial Group LLC | 0.13% | No change | 974 | $299K |
| Tenon Financial LLC | 0.18% | No change | 966 | $296K |
| 5T Wealth, LLC | 0.17% | Add +30.5% | 959 | $294K |
| Gibson Capital, LLC | 0.06% | No change | 958 | $294K |
| Fulcrum Capital LLC | 0.07% | No change | 957 | $294K |
| Delta Asset Management LLC | 0.03% | No change | 950 | $291K |
| Capital Advisors Inc. | 0.01% | Reduce -5.9% | 950 | $291K |
| New Republic Capital, LLC | 0.13% | No change | 949 | $291K |
| Olde Wealth Management, LLC | 0.10% | No change | 951 | $291K |
| McAdam, LLC | 0.02% | Reduce -16.8% | 948 | $291K |
| FSM Wealth Advisors, LLC | 0.07% | New | 942 | $289K |
| Aft, Forsyth & Company, Inc. | 0.16% | Reduce -1.3% | 942 | $289K |
| NBT Bank, N.A. | 0.02% | No change | 935 | $287K |
| Bristlecone Advisors, LLC | 0.02% | Reduce -5.2% | 930 | $285K |
| Smith Anglin Financial, LLC | 0.03% | Add +0.2% | 929 | $285K |
| Advus Financial Partners, LLC | 0.08% | No change | 927 | $284K |
| Rothschild Investment LLC | 0.02% | Add +68.3% | 924 | $283K |
| Avantax Planning Partners, Inc. | 0.01% | No change | 924 | $283K |
| Wade Financial Advisory, Inc | 0.10% | No change | 920 | $282K |
| Bedel Financial Consulting, Inc. | 0.04% | No change | 917 | $282K |
| ODonnell Financial Services, LLC | 0.12% | New | 914 | $280K |
| Global Assets Advisory, LLC | 0.05% | New | 957 | $280K |
| Juncture Wealth Strategies, LLC | 0.11% | No change | 913 | $280K |
| Valley Forge Investment Consultants Inc. Adv | 0.10% | No change | 903 | $277K |
| AMJ Financial Wealth Management | 0.08% | New | 903 | $277K |
| Embree Financial Group | 0.05% | No change | 895 | $275K |
| NTV Asset Management LLC | 0.04% | Add +8.6% | 895 | $275K |
| Keb Asset Management, LLC | 0.08% | No change | 888 | $272K |
| Alesco Advisors, LLC, An ESL Co | 0.01% | No change | 885 | $271K |
| Accretive Wealth Partners, LLC | 0.10% | Reduce -3.6% | 883 | $271K |
| Cyndeo Wealth Partners, LLC | 0.02% | Reduce -61.2% | 882 | $271K |
| Werba Rubin Papier Wealth Management | 0.06% | Add +0.2% | 881 | $270K |
| Quest Investment Management LLC | 0.03% | No change | 875 | $268K |
| Calton & Associates, Inc. | 0.06% | Add +0.1% | 875 | $268K |
| Enterprise Bank & Trust Co | 0.10% | No change | 871 | $267K |
| BluePointe Capital Management, LLC | 0.10% | New | 870 | $267K |
| MidAtlantic Capital Management, Inc. | 0.21% | No change | 869 | $267K |
| Sage Rhino Capital LLC | 0.06% | No change | 868 | $266K |
| Evergreen Capital Management LLC | 0.01% | Reduce -30.9% | 867 | $266K |
| Crewe Advisors LLC | 0.04% | Add +99.1% | 866 | $266K |
| LaSalle St. Investment Advisors, LLC | 0.06% | New | 864 | $265K |
| Kanawha Capital Management LLC | 0.02% | Add +1.6% | 863 | $265K |
| Headlands Technologies LLC | 0.03% | Reduce -83.5% | 860 | $264K |
| Principle Wealth Partners LLC | 0.02% | No change | 854 | $262K |
| Financial Alternatives, Inc | 0.19% | No change | 851 | $261K |
| Lanark Financial, Inc. | 0.02% | — | 850 | $260K |
| Kingswood Wealth Advisors, LLC | 0.02% | New | 846 | $260K |
| Edge Financial Advisors LLC | 0.16% | No change | 842 | $258K |
| Benchmark Investment Advisors LLC | 0.17% | No change | 842 | $258K |
| First Commonwealth Financial Corp | 0.06% | No change | 840 | $258K |
| Covenant Partners, LLC | 0.08% | No change | 839 | $257K |
| RAM Investment Partners, LLC | 0.06% | No change | 836 | $256K |
| Traynor Capital Management, Inc. | 0.02% | Reduce -3.0% | 836 | $256K |
| Exencial Wealth Advisors, LLC | 0.01% | Add +0.2% | 836 | $256K |
| Allred Capital Management, LLC | 0.10% | No change | 835 | $256K |
| Wealth Advisors of Iowa, LLC | 0.11% | No change | 832 | $255K |
| Greenhouse Wealth Management, LLC | 0.19% | Add +0.2% | 827 | $254K |
| Bar Harbor Wealth Management | 0.02% | No change | 822 | $252K |
| Advisory Alpha, LLC | 0.01% | Reduce -4.9% | 821 | $252K |
| Abound Wealth Management | 0.08% | Add +0.1% | 819 | $251K |
| MBL Wealth, LLC | 0.03% | Add +8.2% | 819 | $251K |
| Lindbrook Capital, LLC | 0.02% | No change | 818 | $251K |
| Ausdal Financial Partners, Inc. | 0.02% | Reduce -19.3% | 817 | $251K |
| Nwam LLC | 0.02% | New | 816 | $250K |
| BlueChip Wealth Advisors LLC | 0.12% | No change | 812 | $249K |
| Klingenstein Fields & Co. LP | 0.01% | No change | 810 | $248K |
| One Charles Private Wealth Services, LLC | 0.08% | No change | 808 | $248K |
| Beacon Harbor Wealth Advisors, Inc. | 0.06% | Reduce -7.5% | 807 | $248K |
| Hutchinson Capital Management | 0.05% | No change | 806 | $247K |
| Melfa Wealth Management, Inc. | 0.17% | No change | 800 | $245K |
| Iowa State Bank | 0.05% | No change | 800 | $245K |
| Amplius Wealth Advisors, LLC | 0.03% | Reduce -5.9% | 800 | $245K |
| Isthmus Partners, LLC | 0.03% | No change | 795 | $244K |
| Builder Investment Group Inc. | 0.07% | No change | 793 | $243K |
| Marquette Associates, Inc. | 0.24% | Add +146.7% | 792 | $243K |
| Stone Summit Wealth LLC | 0.08% | No change | 788 | $242K |
| Ingalls & Snyder LLC | 0.01% | No change | 786 | $241K |
| New England Professional Planning Group Inc. | 0.12% | No change | 780 | $239K |
| Personal Cfo Solutions, LLC | 0.05% | New | 775 | $238K |
| Family Office Research LLC | 0.12% | Add +0.1% | 771 | $237K |
| SageView Advisory Group, LLC | 0.01% | Add +6.4% | 769 | $236K |
| Boston Research & Management Inc. | 0.06% | No change | 768 | $236K |
| Lakeshore Capital Group, Inc. | 0.23% | No change | 767 | $235K |
| Pallas Capital Advisors LLC | 0.01% | Add +4.3% | 767 | $235K |
| Lewis Asset Management, LLC | 0.19% | Reduce -3.1% | 761 | $233K |
| Redhawk Wealth Advisors, Inc. | 0.03% | Reduce -1.8% | 760 | $233K |
| Holistic Financial Partners | 0.11% | No change | 760 | $233K |
| Highview Capital Management LLC | 0.10% | Reduce -39.8% | 760 | $233K |
| Rialto Wealth Management, LLC | 0.07% | No change | 754 | $231K |
| KDK Private Wealth Management, LLC | 0.26% | No change | 753 | $231K |
| Alta Wealth Advisors LLC | 0.11% | Add +19.2% | 752 | $231K |
| Atlantic Union Bankshares Corp | 0.01% | No change | 750 | $230K |
| Beaird Harris Wealth Management, LLC | 0.02% | Add +26.7% | 750 | $230K |
| Acorn Financial Advisory Services Inc. | 0.04% | No change | 749 | $230K |
| One Capital Management, LLC | 0.01% | Add +3.9% | 741 | $227K |
| Parkworth Wealth Management, Inc. | 0.18% | Add +0.3% | 741 | $227K |
| Allium Financial Advisors, LLC | 0.20% | — | 732 | $225K |
| King Wealth Management Group | 0.03% | Reduce -7.3% | 731 | $224K |
| WealthCollab, LLC | 0.14% | No change | 730 | $224K |
| Bearing Point Capital, LLC | 0.05% | No change | 730 | $224K |
| MTM Investment Management, LLC | 0.09% | Add +0.3% | 726 | $223K |
| Sigma Planning Corp | 0.01% | Add +3.9% | 727 | $223K |
| TFR Capital, LLC. | 0.09% | No change | 725 | $222K |
| Faithward Advisors, LLC | 0.04% | No change | 724 | $222K |
| Boston Family Office LLC | 0.02% | No change | 725 | $222K |
| Wealth Effects LLC | 0.09% | No change | 723 | $222K |
| Matrix Asset Advisors Inc. | 0.02% | No change | 722 | $222K |
| Financial Connections Group, Inc. | 0.10% | Add +24.1% | 722 | $221K |
| Bigelow Investment Advisors, LLC | 0.10% | No change | 720 | $221K |
| EPG Wealth Management LLC | 0.06% | Reduce -6.4% | 720 | $221K |
| Intellus Advisors LLC | 0.04% | No change | 720 | $221K |
| Bingham Private Wealth, LLC | 0.23% | No change | 719 | $221K |
| GEM Asset Management, LLC | 0.12% | New | 716 | $220K |
| Athena Investment Management | 0.13% | No change | 718 | $220K |
| Carmel Capital Partners, LLC | 0.09% | No change | 717 | $220K |
| Capital Management Associates, Inc | 0.05% | New | 716 | $220K |
| Rollins Financial Advisors, LLC | 0.04% | Reduce -8.5% | 713 | $219K |
| Private Capital Management, LLC | 0.02% | No change | 708 | $217K |
| Calamos Advisors LLC | 0.00% | Add +13.0% | 706 | $217K |
| Evolution Wealth Advisors, LLC | 0.04% | No change | 704 | $216K |
| Aspect Partners, LLC | 0.12% | No change | 702 | $215K |
| Kapstone Financial Advisors LLC | 0.12% | No change | 700 | $215K |
| State Street Corp. | 0.00% | No change | 700 | $215K |
| Quadcap Wealth Management, LLC | 0.03% | No change | 696 | $213K |
| 626 Financial, LLC | 0.11% | No change | 691 | $212K |
| Fielder Capital Group LLC | 0.06% | No change | 690 | $212K |
| Crumly & Associates Inc. | 0.06% | No change | 686 | $210K |
| Timonier Family Office, LTD. | 0.09% | No change | 685 | $210K |
| Summit Place Financial Advisors, LLC | 0.12% | No change | 682 | $209K |
| Watershed Private Wealth LLC | 0.08% | Reduce -3.3% | 682 | $209K |
| Twin Peaks Wealth Advisors, LLC | 0.10% | New | 710 | $209K |
| Horan Securities, Inc. | 0.08% | Reduce -3.1% | 679 | $208K |
| Fortis Capital Management LLC | 0.04% | Add +0.3% | 676 | $207K |
| NovaPoint Capital, LLC | 0.06% | No change | 675 | $207K |
| Pflug Koory, LLC | 0.12% | No change | 674 | $207K |
| Windsor Capital Management, LLC | 0.06% | Reduce -3.7% | 673 | $206K |
| Composition Wealth, LLC | 0.00% | New | 671 | $206K |
| Blue Oak Capital, LLC | 0.11% | Reduce -64.9% | 669 | $205K |
| EverSource Wealth Advisors, LLC | 0.01% | Reduce -36.9% | 667 | $205K |
| Affinity Wealth Management LLC | 0.04% | No change | 665 | $204K |
| 360 Financial, Inc. | 0.07% | Reduce -8.9% | 664 | $204K |
| Wealthgarden F.S. LLC | 0.20% | New | 663 | $203K |
| Bond & Devick Financial Network, Inc. | 0.07% | No change | 663 | $203K |
| Watts Gwilliam & Co., LLC | 0.04% | New | 662 | $203K |
| B.O.S.S. Retirement Advisors, LLC | 0.06% | Reduce -27.9% | 661 | $203K |
| Wbi Investments, LLC | 0.05% | New | 661 | $203K |
| IPG Investment Advisors LLC | 0.05% | Reduce -12.6% | 660 | $202K |
| Silicon Valley Capital Partners | 0.03% | Add +0.3% | 662 | $202K |
| LexAurum Advisors, LLC | 0.04% | Reduce -0.1% | 657 | $202K |
| Legacy Wealth Managment, LLC | 0.15% | New | 654 | $201K |
| RMR Capital Management, LLC | 0.14% | No change | 654 | $201K |
| Clear Creek Financial Management, LLC | 0.02% | New | 653 | $200K |
| Moors & Cabot, Inc. | 0.01% | New | 653 | $200K |
| Financial Gravity Asset Management, Inc. | 0.04% | — | 647 | $198K |
| NWK Group, Inc. | 0.09% | No change | 640 | $196K |
| Logan Capital Management Inc. | 0.01% | No change | 631 | $194K |
| Prestige Wealth Management Group LLC | 0.04% | Reduce -19.8% | 625 | $192K |
| Founders Capital Management | 0.12% | No change | 618 | $190K |
| Hemington Wealth Management | 0.03% | No change | 583 | $178K |
| N.E.W. Advisory Services LLC | 0.01% | New | 571 | $175K |
| Northwest Capital Management Inc | 0.07% | Add +0.4% | 550 | $169K |
| Blume Capital Management, Inc. | 0.04% | No change | 550 | $169K |
| Ritter Daniher Financial Advisory LLC / DE | 0.05% | No change | 547 | $168K |
| Trust Co. of Vermont | 0.01% | Add +3.2% | 543 | $167K |
| SIMA Wealth Partners, LLC | 0.14% | No change | 539 | $165K |
| BankPlus Trust Department | 0.05% | Reduce -11.4% | 528 | $162K |
| City State Bank | 0.05% | No change | 525 | $161K |
| Copia Wealth Management | 0.15% | No change | 523 | $160K |
| Creative Financial Designs Inc. | 0.01% | Reduce -8.4% | 522 | $160K |
| First Pacific Financial | 0.03% | Reduce -2.1% | 505 | $155K |
| Trifecta Capital Advisors, LLC | 0.03% | No change | 500 | $153K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +15.2% | 485 | $149K |
| Harbour Investments, Inc. | 0.00% | Reduce -9.8% | 481 | $147K |
| Millstone Evans Group, LLC | 0.10% | Add +425.3% | 478 | $147K |
| GAMMA Investing LLC | 0.01% | No change | 452 | $139K |
| PFG Private Wealth Management, LLC | 0.07% | Add +3.9% | 451 | $138K |
| Pin Oak Investment Advisors Inc. | 0.10% | No change | 516 | $136K |
| Darwin Wealth Management, LLC | 0.04% | No change | 413 | $133K |
| Independence Bank of Kentucky | 0.02% | Add +55.8% | 433 | $133K |
| Westside Investment Management, Inc. | 0.03% | No change | 430 | $132K |
| McIlrath & Eck, LLC | 0.02% | Add +0.3% | 407 | $125K |
| Hantz Financial Services, Inc. | 0.00% | Add +55.0% | 403 | $124K |
| Eukles Asset Management | 0.05% | Add +40.1% | 388 | $119K |
| Amundi | 0.00% | Reduce -54.6% | 390 | $119K |
| Hughes Financial Services, LLC | 0.02% | New | 383 | $118K |
| Financial Life Planners | 0.11% | Add +0.3% | 381 | $117K |
| Roxbury Financial LLC | 0.11% | Add +154.7% | 354 | $116K |
| Family Manage LLC | 0.02% | No change | 375 | $115K |
| Pandora Wealth, Inc. | 0.07% | — | 371 | $114K |
| Cedar Mountain Advisors, LLC | 0.03% | Reduce -1.1% | 368 | $113K |
| Breakwater Investment Management | 0.05% | No change | 363 | $111K |
| Pinney & Scofield, Inc. | 0.08% | No change | 360 | $110K |
| Beacon Capital Management, LLC | 0.01% | Reduce -5.6% | 352 | $108K |
| BTG Pactual Asset Management US LLC | 0.01% | No change | 332 | $102K |
| Center for Financial Planning, Inc. | 0.01% | No change | 332 | $102K |
| Winthrop Capital Management, LLC | 0.03% | No change | 330 | $101K |
| Stuart Chaussee & Associates, Inc. | 0.02% | No change | 320 | $98K |
| Operose Advisors LLC | 0.03% | New | 314 | $96K |
| MorganRosel Wealth Management, LLC | 0.03% | New | 313 | $96K |
| Paladin Advisory Group, LLC | 0.08% | No change | 308 | $94K |
| Quent Capital, LLC | 0.01% | Reduce -33.0% | 305 | $93K |
| Frazier Financial Advisors, LLC | 0.07% | Reduce -54.6% | 300 | $92K |
| Milestone Investment Advisors LLC | 0.03% | No change | 300 | $92K |
| Tompkins Financial Corp. | 0.01% | No change | 291 | $89K |
| Salomon & Ludwin, LLC | 0.01% | No change | 290 | $89K |
| Pacific Center for Financial Services | 0.02% | No change | 286 | $88K |
| GeoWealth Management, LLC | 0.00% | Add +3.0% | 279 | $86K |
| CX Institutional | 0.00% | Reduce -96.6% | 277 | $85K |
| Maryland Capital Advisors Inc. | 0.04% | No change | 261 | $80K |
| HHM Wealth Advisors, LLC | 0.01% | No change | 258 | $79K |
| Pacifica Partners Inc. | 0.04% | No change | 267 | $79K |
| JNBA Financial Advisors | 0.01% | Add +46.5% | 255 | $78K |
| Caldwell Sutter Capital, Inc. | 0.04% | New | 253 | $78K |
| Brown, Lisle/Cummings, Inc. | 0.02% | Reduce -9.7% | 252 | $77K |
| Transce3nd, LLC | 0.03% | Reduce -17.7% | 247 | $76K |
| Insight Inv LLC | 0.05% | No change | 245 | $75K |
| Tanaka Capital Management Inc. | 0.17% | No change | 235 | $72K |
| Capital Investment Advisory Services, LLC | 0.01% | Reduce -11.7% | 227 | $70K |
| Grove Bank & Trust | 0.01% | No change | 222 | $68K |
| Kiker Wealth Management, LLC | 0.05% | No change | 218 | $67K |
| Main Management LLC | 0.01% | No change | 208 | $64K |
| Global Financial Private Client, LLC | 0.02% | No change | 201 | $62K |
| Luminist Capital LLC | 0.07% | New | 197 | $61K |
| Medallion Wealth Advisors, LLC | 0.03% | No change | 181 | $56K |
| SYM FINANCIAL Corp | 0.01% | No change | 178 | $54K |
| Koesten, Hirschmann & Crabtree, INC. | 0.03% | No change | 177 | $54K |
| Horizons Wealth Management | 0.04% | No change | 170 | $52K |
| Valley National Advisers Inc. | 0.01% | No change | 170 | $52K |
| WealthShield Partners, LLC | 0.01% | Reduce -90.5% | 167 | $51K |
| Colonial Trust Co / SC | 0.01% | Add +209.4% | 164 | $50K |
| ZynergyRetirementPlanningLLC | 0.03% | No change | 150 | $48K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.01% | Reduce -0.6% | 157 | $48K |
| North Ridge Wealth Advisors, Inc. | 0.03% | No change | 150 | $46K |
| Fiduciary Wealth Partners, LLC | 0.04% | — | 148 | $45K |
| Aventura Private Wealth, LLC | 0.02% | No change | 146 | $45K |
| Chilton Capital Management LLC | 0.00% | No change | 145 | $44K |
| Farmers & Merchants Trust Co of Chambersburg PA | 0.02% | No change | 145 | $44K |
| Robinswood Financial LLC | 0.02% | No change | 142 | $44K |
| Avion Wealth | 0.01% | No change | 130 | $41K |
| Marshall & Sterling Wealth Advisors Inc. | 0.03% | New | 128 | $39K |
| Cordgrass Capital Advisors, LLC | 0.01% | No change | 125 | $38K |
| Golden State Wealth Management, LLC | 0.01% | Add +7.9% | 123 | $38K |
| Centricity Wealth Management, LLC | 0.03% | No change | 120 | $37K |
| FSA Wealth Management LLC | 0.02% | No change | 120 | $37K |
| Silver Oak Securities, Incorporated | 0.00% | New | 120 | $37K |
| eCIO, Inc. | 0.01% | — | 118 | $36K |
| NFSG Corp | 0.01% | Add +588.2% | 117 | $36K |
| Crews Bank & Trust | 0.01% | No change | 116 | $36K |
| Private Wealth Asset Management, LLC | 0.01% | — | 116 | $36K |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 109 | $35K |
| GW&K Investment Management, LLC | 0.00% | No change | 114 | $35K |
| Mb, Levis & Associates, LLC | 0.02% | No change | 114 | $35K |
| Fourth Dimension Wealth, LLC | 0.02% | No change | 112 | $35K |
| Arax Advisory Partners | 0.00% | Add +14.6% | 110 | $34K |
| Brooklyn Investment Group | 0.01% | New | 109 | $33K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 106 | $33K |
| Peachtree Investment Partners, LLC | 0.01% | Add +1.0% | 105 | $32K |
| Woodside Wealth Management LLC | 0.03% | — | 99 | $30K |
| LRI Investments, LLC | 0.00% | No change | 96 | $29K |
| Barnes Dennig Private Wealth Management LLC | 0.04% | — | 90 | $28K |
| Caldwell Trust Co | 0.00% | No change | 88 | $27K |
| Howe & Rusling Inc. | 0.00% | No change | 86 | $26K |
| Redwood Park Advisors LLC | 0.02% | No change | 84 | $26K |
| Angeles Wealth Management, LLC | 0.00% | No change | 84 | $26K |
| Rossby Financial, LCC | 0.01% | New | 82 | $25K |
| Riggs Asset Managment Co. Inc. | 0.01% | New | 76 | $23K |
| Quest 10 Wealth Builders, Inc. | 0.02% | No change | 75 | $23K |
| 1 North Wealth Services LLC | 0.01% | New | 75 | $23K |
| Arcadia Investment Management Corp. | 0.00% | Add +55.6% | 70 | $21K |
| AllSquare Wealth Management LLC | 0.01% | No change | 66 | $20K |
| Atlantic Edge Private Wealth Management, LLC | 0.01% | No change | 65 | $20K |
| Laurel Wealth Advisors LLC | 0.00% | No change | 65 | $20K |
| Atala Financial Inc | 0.01% | No change | 65 | $20K |
| Glen Eagle Advisors, LLC | 0.00% | No change | 59 | $18K |
| Rosenberg Matthew Hamilton | 0.00% | Reduce -48.6% | 54 | $17K |
| TD Waterhouse Canada Inc. | 0.00% | New | 53 | $16K |
| Cary Street Partners Investment Advisory LLC | 0.01% | New | 52 | $16K |
| Investment Counsel Co. of Nevada | 0.03% | No change | 50 | $15K |
| Elevation Wealth Partners, LLC | 0.01% | Reduce -21.9% | 50 | $15K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 50 | $15K |
| Graybill Wealth Management, LTD. | 0.01% | — | 49 | $15K |
| Dunhill Financial, LLC | 0.01% | No change | 46 | $14K |
| Columbia River Financial Group, LLC | 0.01% | New | 46 | $14K |
| Vermillion & White Wealth Management Group, LLC | 0.01% | No change | 45 | $14K |
| Tradewinds Capital Management, LLC | 0.00% | No change | 40 | $12K |
| Hoey Investments, Inc. | 0.00% | No change | 39 | $12K |
| Bangor Savings Bank | 0.00% | No change | 38 | $12K |
| Goodman Advisory Group, LLC | 0.00% | New | 37 | $11K |
| IAG Wealth Partners, LLC | 0.00% | No change | 37 | $11K |
| MCF Advisors LLC | 0.00% | New | 36 | $11K |
| Continuum Advisory, LLC | 0.00% | Add +161.5% | 34 | $10K |
| Allspring Global Investments Holdings, LLC | 0.00% | Reduce -95.8% | 32 | $10K |
| Smallwood Wealth Investment Management, LLC | 0.01% | New | 30 | $9K |
| Steph & Co. | 0.00% | No change | 30 | $9K |
| Piscataqua Savings Bank | 0.01% | No change | 25 | $8K |
| Strategic Investment Solutions, Inc. | 0.00% | No change | 25 | $8K |
| Peoples Bank | 0.00% | No change | 23 | $7K |
| Mowery & Schoenfeld Wealth Management, LLC | 0.01% | No change | 22 | $7K |
| Palouse Capital Management, Inc. | 0.00% | Reduce -90.9% | 22 | $7K |
| Davis Capital Management | 0.01% | No change | 21 | $6K |
| Barrett & Company, Inc. | 0.00% | No change | 17 | $5K |
| Lowe Wealth Advisors, LLC | 0.00% | No change | 16 | $5K |
| Hexagon Capital Partners LLC | 0.00% | No change | 16 | $5K |
| National Bank of Canada | 0.00% | No change | 15 | $5K |
| ARK Investment Management | 0.00% | Add +18.2% | 13 | $4K |
| Winch Advisory Services, LLC | 0.00% | Add +100.0% | 12 | $4K |
| Arlington Trust Co LLC | 0.00% | No change | 11 | $3K |
| Barclays PLC | 0.00% | New | 10 | $3K |
| Archer Investment Corp | 0.00% | Reduce -97.4% | 3 | $929 |
| Weaver Capital Management LLC | 0.00% | No change | 2 | $614 |
"% of holder's portfolio" is IWB's weight in each manager's 13F, not the share of iShares Russell 1000 ETF the manager owns.