iShares Russell 1000 ETFIWBETF

13F holders, Q1 2025 (March 31)
1,343holders −16
72new positions
75sold out
6famous investors
$306.54avg. 13F price*

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

InstitutionsTotal Value
New Positions72$214.7M
Exits75$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.