iShares Russell 1000 ETFIWBETF
13F holders, Q2 2025 (June 30)1,392holders +49
105new positions
52sold out
7famous investors
$339.28avg. 13F price*
At the end of Q2 2025, 1,392 institutions reported holding iShares Russell 1000 ETF (IWB) in their 13F filings, up 49 from Q1 2025. 105 opened new positions and 52 sold out. The largest holders were Jones Financial Companies LLLP ($3.7B), FMR LLC ($3.4B) and Bank of America Corp. ($1.6B). 7 famous investors held it, including Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- iShares Russell 1000 ETF
- CUSIP
- 464287622
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 105 | $147.7M |
| Exits | 52 | $77.2M |
All 13F filers, Q1 2025 → Q2 2025: 4,528,127 shares bought and 4,791,160 shares sold, net −263,033 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,392 holders
| Jones Financial Companies LLLP | 2.77% | Add +5.7% | 10,828,766 | $3.7B |
| FMR LLC | 0.19% | Add +3.2% | 10,133,793 | $3.4B |
| Bank of America Corp. | 0.13% | Add +14.9% | 4,768,103 | $1.6B |
| Envestnet Asset Management Inc. | 0.44% | Reduce -0.3% | 4,454,855 | $1.5B |
| M&T Bank Corp | 3.41% | Add +4.0% | 2,923,970 | $992.9M |
| Northern Trust Corp. | 0.13% | Add +1.3% | 2,751,986 | $934.5M |
| LPL Financial LLC | 0.28% | Add +1.9% | 2,447,669 | $831.2M |
| PNC Financial Services Group, Inc. | 0.52% | Reduce -1.4% | 2,385,776 | $810.1M |
| Morgan Stanley | 0.04% | Reduce -12.4% | 1,913,537 | $649.8M |
| Goldman Sachs Group Inc. | 0.10% | Reduce -5.3% | 1,780,576 | $604.6M |
| BlackRock, Inc. | 0.01% | Reduce -31.1% | 1,657,217 | $562.7M |
| Wells Fargo & Company | 0.12% | Add +4.3% | 1,606,643 | $545.6M |
| Millburn Ridgefield LLC | 12.97% | Reduce -6.3% | 1,586,642 | $538.8M |
| Catalyst Capital Advisors LLC | 10.88% | Reduce -6.3% | 1,586,642 | $538.8M |
| Johnson Investment Counsel Inc. | 4.29% | Add +3.3% | 1,405,034 | $477.1M |
| Northwestern Mutual Wealth Management Co. | 0.34% | Add +6.7% | 1,370,878 | $465.5M |
| JPMorgan Chase & Co. | 0.03% | Add +5.1% | 1,344,682 | $456.6M |
| Bokf, NA | 7.09% | Add +1.6% | 1,288,976 | $437.7M |
| Captrust Financial Advisors | 0.89% | Reduce -1.0% | 1,173,874 | $398.6M |
| Pathstone Holdings, LLC | 1.56% | Reduce -0.1% | 1,165,020 | $395.4M |
| UBS Group AG | 0.07% | Add +2.1% | 995,872 | $338.2M |
| Focus Partners Wealth | 0.69% | Add +1.9% | 934,666 | $317.4M |
| CHURCHILL MANAGEMENT Corp | 2.94% | Add +0.8% | 798,988 | $271.3M |
| National Mutual Insurance Federation of Agricultural Cooperatives | 2.17% | No change | 791,000 | $268.6M |
| Mercer Global Advisors Inc. | 0.60% | Reduce -22.5% | 783,548 | $266.1M |
| Cerity Partners LLC | 0.45% | Add +1.6% | 749,361 | $254.5M |
| Legacy Wealth Management, LLC | 15.39% | Reduce -3.9% | 728,850 | $247.5M |
| Capstone Financial Advisors, Inc. | 13.03% | Reduce -0.8% | 661,216 | $224.5M |
| US Bancorp \de | 0.28% | Add +8.9% | 659,590 | $224.0M |
| Creative Planning | 0.19% | Reduce -1.4% | 657,797 | $223.4M |
| Raymond James Financial Inc. | 0.07% | Reduce -3.3% | 579,524 | $196.8M |
| Tiaa Trust, National Association | 0.49% | Reduce -3.9% | 558,947 | $189.2M |
| Comerica Bank | 0.73% | Reduce -2.9% | 553,572 | $188.0M |
| Wealth Enhancement Advisory Services, LLC | 0.31% | Add +60.7% | 542,758 | $186.6M |
| Mariner, LLC | 0.26% | Add +5.3% | 535,883 | $182.0M |
| HighTower Advisors, LLC | 0.21% | Add +2.4% | 497,173 | $168.8M |
| Empower Advisory Group, LLC | 0.49% | Reduce -2.8% | 478,858 | $162.6M |
| Halbert Hargrove Global Advisors, LLC | 8.32% | Add +2783.3% | 466,465 | $158.4M |
| Ameriprise Financial Inc. | 0.04% | Reduce -3.7% | 453,121 | $153.9M |
| Red Cedar Investment Management, LLC | 18.61% | Reduce -4.3% | 434,149 | $147.4M |
| Ieq Capital, LLC | 0.87% | Add +9.9% | 419,418 | $142.4M |
| Truist Financial Corp. | 0.21% | Add +1.7% | 418,739 | $142.2M |
| Royal Bank of Canada | 0.03% | Add +16.8% | 414,161 | $140.6M |
| Fifth Third Bancorp | 0.45% | Reduce -0.1% | 387,523 | $131.6M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.26% | Reduce -59.4% | 385,000 | $130.7M |
| CIBC Private Wealth Group LLC | 0.22% | Reduce -1.8% | 368,232 | $125.0M |
| HSBC Holdings PLC | 0.08% | Reduce -4.2% | 360,044 | $122.3M |
| Arbor Investment Advisors, LLC | 15.08% | Add +0.5% | 346,676 | $117.7M |
| MPS Loria Financial Planners, LLC | 33.21% | Reduce -2.9% | 332,397 | $112.9M |
| Waverly Advisors, LLC | 1.24% | Reduce -0.1% | 331,452 | $112.6M |
| McKinley Carter Wealth Services, Inc. | 5.73% | Add +0.0% | 303,806 | $103.2M |
| Bank of Montreal | 0.05% | Reduce -3.4% | 282,613 | $96.0M |
| Cetera Investment Advisers | 0.15% | Reduce -3.5% | 268,706 | $91.2M |
| Johns Hopkins University | 4.75% | Reduce -58.4% | 264,479 | $89.8M |
| Winthrop Advisory Group LLC | 8.42% | Add +11.7% | 257,112 | $87.3M |
| AMG National Trust Bank | 2.21% | Reduce -0.3% | 247,705 | $84.1M |
| Baird Financial Group, Inc. | 0.14% | Reduce -0.4% | 236,244 | $80.2M |
| Parkside Advisors LLC | 16.50% | Reduce -1.7% | 221,192 | $75.1M |
| Commonwealth Equity Services, LLC | 0.10% | Reduce -5.5% | 215,766 | $73.3M |
| Ballentine Partners, LLC | 1.10% | Reduce -3.6% | 215,316 | $73.1M |
| Coldstream Capital Management Inc. | 1.18% | Reduce -1.1% | 213,047 | $72.3M |
| BOK Financial Private Wealth, Inc. | 4.72% | Reduce -5.2% | 208,336 | $70.7M |
| JFS Wealth Advisors, LLC | 4.47% | Reduce -0.4% | 206,774 | $70.2M |
| Commerce Bank | 0.40% | Reduce -0.8% | 201,718 | $68.5M |
| WASHINGTON TRUST Co | 2.35% | Reduce -1.8% | 195,514 | $66.4M |
| Stifel Financial Corp. | 0.06% | Add +2.1% | 189,403 | $64.3M |
| BNP Paribas Financial Markets | 0.05% | Reduce -0.3% | 185,529 | $63.0M |
| Brown Advisory Inc. | 0.08% | Add +21.1% | 185,502 | $63.0M |
| NorthCoast Asset Management LLC | 0.27% | Add +2.3% | 184,834 | $62.8M |
| Principal Securities, Inc. | 1.14% | Add +7.8% | 178,911 | $60.8M |
| Brighton Jones LLC | 1.64% | Reduce -0.3% | 177,798 | $60.4M |
| Obsidian Cio, LLC | 8.75% | Reduce -1.6% | 177,419 | $60.2M |
| Cambridge Investment Research Advisors, Inc. | 0.18% | Add +1.9% | 176,650 | $60.0M |
| Wealthspire Advisors, LLC | 0.34% | Add +1.2% | 175,920 | $59.7M |
| Envestnet Portfolio Solutions, Inc. | 0.22% | Reduce -18.5% | 174,860 | $59.4M |
| Enclave Advisors LLC | 9.44% | Reduce -1.4% | 172,157 | $58.5M |
| Bank of New York Mellon Corp | 0.01% | Reduce -3.6% | 169,477 | $57.5M |
| MML Investors Services, LLC | 0.16% | Reduce -0.9% | 167,228 | $56.8M |
| Osaic Holdings, Inc. | 0.10% | Add +13.1% | 163,546 | $55.6M |
| Nixon Peabody Trust Co. | 4.10% | Reduce -11.6% | 155,920 | $52.9M |
| Jordan Park Group LLC | 3.42% | Reduce -26.7% | 155,130 | $52.7M |
| Daido Life Insurance Co. | 7.42% | Reduce -59.8% | 146,147 | $49.6M |
| Equitable Holdings, Inc. | 0.40% | Reduce -1.0% | 144,119 | $48.9M |
| Cambridge Associates LLC /Ma/ | 1.08% | No change | 143,760 | $48.8M |
| Schroder Investment Management Group | 0.04% | Reduce -32.2% | 143,750 | $48.5M |
| Choreo, LLC | 0.66% | Reduce -10.0% | 138,988 | $47.2M |
| Conservest Capital Advisors, Inc. | 4.64% | Reduce -2.2% | 138,423 | $47.0M |
| Rhumbline Advisers | 0.04% | Add +52.5% | 138,156 | $46.9M |
| Two Sigma Investments, LP | 0.09% | Reduce -57.2% | 137,500 | $46.7M |
| Corient Private Wealth LP | 0.06% | Reduce -52.1% | 135,537 | $46.0M |
| JT Stratford LLC | 6.85% | Add +11.1% | 132,571 | $45.0M |
| Hippocratic Financial Advisors, LLC | 23.52% | New | 129,694 | $44.0M |
| DT Investment Partners, LLC | 3.90% | Add +25.8% | 127,808 | $43.4M |
| Rockefeller Capital Management L.P. | 0.09% | Add +0.3% | 122,238 | $42.4M |
| Keel Point, LLC | 2.79% | Reduce -0.4% | 124,251 | $42.2M |
| NewEdge Advisors, LLC | 0.22% | Add +0.8% | 123,154 | $41.8M |
| Trust Co | 4.68% | Add +19.4% | 122,182 | $41.5M |
| Brewster Financial Planning LLC | 27.44% | Add +0.9% | 119,766 | $40.7M |
| Financial Management Professionals, Inc. | 4.52% | Reduce -4.3% | 118,438 | $40.2M |
| American Financial Advisors, LLC | 5.56% | Reduce -2.0% | 117,260 | $39.8M |
| Beacon Pointe Advisors, LLC | 0.41% | Add +0.9% | 116,486 | $39.6M |
| Wealthfront Advisers LLC | 0.10% | Reduce -8.0% | 116,441 | $39.5M |
| Lido Advisors, LLC | 0.21% | Add +313.1% | 115,293 | $39.2M |
| Hoge Financial Services, LLC | 23.85% | Add +4.9% | 112,795 | $38.4M |
| Aspiriant, LLC | 1.22% | Add +57.4% | 112,672 | $38.3M |
| Sigma Investment Counselors Inc. | 2.09% | Add +4.9% | 111,619 | $37.9M |
| Busey Bank | 1.11% | Reduce -0.8% | 107,132 | $36.4M |
| Montag A & Associates Inc. | 1.77% | Reduce -0.6% | 106,381 | $36.1M |
| Whittier Trust Co. of Nevada Inc. | 0.81% | Reduce -0.0% | 105,492 | $35.8M |
| St. Louis Trust Co | 4.74% | Reduce -1.4% | 104,677 | $35.5M |
| RTD Financial Advisors, Inc. | 4.44% | Add +6.3% | 102,283 | $34.7M |
| Constellation Investments, Inc. | 1.59% | No change | 101,441 | $34.4M |
| Franklin, Parlapiano, Turner & Welch, LLC | 8.95% | Reduce -2.6% | 100,930 | $34.3M |
| Legal & General Group Plc | 0.01% | Add +109.0% | 99,135 | $33.5M |
| Sachem Hill LLC | 6.60% | Reduce -13.7% | 95,291 | $32.4M |
| AQR Capital Management | 0.03% | Reduce -22.7% | 93,900 | $31.9M |
| TFO Wealth Partners, LLC | 5.44% | Add +0.5% | 91,027 | $30.9M |
| Gray Private Wealth, LLC | 16.48% | Add +4.8% | 90,228 | $30.6M |
| Wescott Financial Advisory Group, LLC | 2.91% | Reduce -1.2% | 89,455 | $30.4M |
| Neuberger Berman Group LLC | 0.02% | Add +2.0% | 89,426 | $30.4M |
| Pitcairn Co. | 1.97% | Add +0.5% | 88,503 | $30.1M |
| Parker Investment Management, LLC | 4.58% | No change | 87,954 | $29.9M |
| Robertson Stephens Wealth Management, LLC | 1.03% | Reduce -0.9% | 87,297 | $29.6M |
| May Hill Capital, LLC | 9.63% | Add +0.1% | 86,155 | $29.3M |
| Wilmington Savings Fund Society, FSB | 0.52% | Add +0.5% | 86,027 | $29.2M |
| Karpus Management, Inc. | 0.94% | Add +134.5% | 85,468 | $29.0M |
| XML Financial, LLC | 2.51% | Reduce -0.8% | 85,227 | $28.9M |
| Copperwynd Financial, LLC | 7.21% | Add +5.1% | 85,117 | $28.9M |
| Whittier Trust Co. | 0.34% | Reduce -2.8% | 84,086 | $28.6M |
| Kestra Advisory Services, LLC | 0.14% | Reduce -0.6% | 83,754 | $28.4M |
| Allen Investment Management, LLC | 0.31% | Reduce -0.0% | 83,454 | $28.4M |
| Stephens Inc. | 0.38% | Add +0.3% | 81,872 | $27.8M |
| MAI Capital Management | 0.19% | Add +2.5% | 81,268 | $27.6M |
| Opus Capital Group, LLC | 3.26% | Reduce -0.6% | 80,082 | $27.2M |
| Sequoia Financial Advisors, LLC | 0.19% | Add +2.2% | 80,024 | $27.2M |
| Moneta Group Investment Advisors LLC | 0.31% | Add +6.5% | 77,307 | $26.3M |
| &partners | 0.20% | Add +3.4% | 77,585 | $26.2M |
| Act Wealth Management, LLC | 11.02% | Add +4.0% | 76,847 | $26.1M |
| Sachetta, LLC | 10.27% | Reduce -1.3% | 76,520 | $26.0M |
| Blair William & Co. | 0.07% | Reduce -1.4% | 76,252 | $25.9M |
| NorthRock Partners, LLC | 0.67% | Add +4.3% | 75,691 | $25.7M |
| FineMark National Bank & Trust | 0.85% | Add +1.6% | 73,430 | $24.9M |
| BTC Capital Management, Inc. | 1.98% | Add +1.7% | 71,519 | $24.3M |
| Clearstead Advisors, LLC | 0.34% | Add +4.0% | 71,232 | $24.2M |
| Glenmede Investment Management, LP | 0.12% | — | 69,892 | $23.7M |
| Modera Wealth Management, LLC | 0.29% | Reduce -0.1% | 68,280 | $23.2M |
| Curi Capital, LLC | 0.43% | Add +74.2% | 67,143 | $22.8M |
| Park Avenue Securities LLC | 0.21% | Add +264.1% | 67,033 | $22.8M |
| Integrated Wealth Concepts LLC | 0.23% | Reduce -4.8% | 66,393 | $22.5M |
| Mission Wealth Management, LP | 0.48% | Reduce -0.0% | 65,316 | $22.2M |
| Cornerstone Wealth Group, LLC | 1.65% | Add +11.1% | 64,881 | $22.0M |
| OneDigital Investment Advisors LLC | 0.24% | Reduce -0.6% | 63,796 | $21.7M |
| Davis R M Inc. | 0.38% | Reduce -0.1% | 60,643 | $20.6M |
| Perigon Wealth Management, LLC | 0.48% | Add +8.3% | 60,168 | $20.4M |
| State Board of Administration of Florida Retirement System | 0.04% | New | 60,000 | $20.4M |
| Savant Capital, LLC | 0.15% | Add +27.3% | 59,722 | $20.3M |
| Paragon Capital Management LLC | 10.36% | Reduce -1.3% | 59,397 | $20.2M |
| Centerpoint Advisors, LLC | 6.84% | Add +0.0% | 59,388 | $20.2M |
| Single Point Partners, LLC | 4.34% | Add +10.5% | 58,430 | $19.8M |
| Citadel Advisors | 0.02% | New | 57,333 | $19.5M |
| Citigroup Inc. | 0.01% | Add +181.1% | 57,101 | $19.4M |
| Trust Point Inc. | 1.81% | Reduce -6.1% | 56,664 | $19.2M |
| Quantinno Capital Management LP | 0.08% | Add +30.0% | 55,913 | $19.0M |
| Austin Private Wealth, LLC | 1.48% | Reduce -6.8% | 54,876 | $18.6M |
| Susquehanna International Group, LLP | 0.03% | Add +2606.0% | 54,769 | $18.6M |
| 1900 Wealth Management LLC | 1.39% | Add +3.5% | 54,197 | $18.4M |
| Koss-Olinger Consulting, LLC | 1.51% | Reduce -16.7% | 54,089 | $18.4M |
| Franklin Resources Inc. | 0.00% | Add +75.3% | 53,804 | $18.3M |
| Sentinel Wealth Management, Inc. | 17.14% | — | 53,718 | $18.2M |
| Auxano Advisors, LLC | 4.25% | Reduce -0.6% | 53,663 | $18.2M |
| Mullaney, Keating & Wright, Inc. | 11.88% | Reduce -0.5% | 53,445 | $18.1M |
| C M Bidwell & Associates Ltd. | 9.35% | Add +47.9% | 53,081 | $18.0M |
| SCS Capital Management LLC | 0.20% | Add +11.6% | 52,649 | $17.9M |
| Badgley Phelps Wealth Managers, LLC | 0.39% | Reduce -0.1% | 52,017 | $17.7M |
| Orion Porfolio Solutions, LLC | 0.15% | Add +4.2% | 51,890 | $17.6M |
| UMB Bank, n.a. | 0.27% | Add +0.7% | 51,261 | $17.4M |
| Johnson Financial Group, Inc. | 0.78% | Reduce -1.6% | 51,233 | $17.4M |
| Heritage Investment Group, Inc. | 2.91% | Add +52.8% | 49,633 | $16.9M |
| Tortoise Investment Management, LLC | 1.59% | Reduce -0.6% | 49,047 | $16.7M |
| Cresset Asset Management, LLC | 0.08% | Reduce -29.4% | 48,923 | $16.6M |
| Avantax Advisory Services, Inc. | 0.09% | Reduce -2.0% | 48,825 | $16.6M |
| Bordeaux Wealth Advisors LLC | 2.12% | Add +0.1% | 48,706 | $16.5M |
| Rice Partnership, LLC | 2.87% | Add +3.0% | 48,698 | $16.5M |
| Cwm, LLC | 0.06% | Reduce -61.1% | 47,050 | $16.0M |
| Wealthcare Advisory Partners LLC | 0.36% | Add +16.8% | 46,149 | $15.7M |
| Old National Bancorp | 0.27% | Add +193.5% | 45,338 | $15.4M |
| Centennial Bank | 6.42% | Add +16.9% | 45,101 | $15.3M |
| Glassman Wealth Services | 2.31% | Reduce -0.4% | 44,321 | $15.1M |
| New England Private Wealth Advisors LLC | 2.16% | Add +0.4% | 42,443 | $14.8M |
| Bessemer Group Inc. | 0.02% | Add +0.0% | 43,406 | $14.7M |
| Fiducient Advisors LLC | 1.80% | Add +4.6% | 43,351 | $14.7M |
| YHB Investment Advisors, Inc. | 1.13% | Add +5.5% | 43,104 | $14.6M |
| Latigo Investments, LLC | 7.44% | No change | 42,556 | $14.5M |
| AlTi Global, Inc. | 0.35% | Reduce -3.7% | 41,281 | $14.0M |
| Twin Focus Capital Partners, LLC | 1.96% | Reduce -23.5% | 41,172 | $14.0M |
| JMG Financial Group, Ltd. | 0.42% | Reduce -0.1% | 41,036 | $13.9M |
| Allstate Corp. | 0.99% | Reduce -88.1% | 40,621 | $13.8M |
| Jaffetilchin Investment Partners, LLC | 0.89% | Add +0.0% | 39,887 | $13.5M |
| HB Wealth Management, LLC | 0.11% | Reduce -3.6% | 39,724 | $13.5M |
| Citizens Financial Group Inc. | 0.22% | Add +114.8% | 39,655 | $13.5M |
| Journey Strategic Wealth LLC | 0.44% | Reduce -4.5% | 39,535 | $13.4M |
| Clarius Group, LLC | 0.78% | No change | 39,400 | $13.4M |
| Glenview Trust Co | 0.23% | Add +0.3% | 39,242 | $13.3M |
| Bradley Foster & Sargent Inc. | 0.21% | Add +3.4% | 39,026 | $13.3M |
| Bartlett & Co. Wealth Management LLC | 0.18% | No change | 37,839 | $12.8M |
| Private Advisor Group, LLC | 0.07% | Add +4.0% | 37,407 | $12.7M |
| Nicholson Meyer Capital Management, Inc. | 10.56% | Reduce -1.5% | 36,741 | $12.5M |
| Fiduciary Trust Co | 0.15% | Reduce -5.2% | 36,668 | $12.5M |
| Janney Montgomery Scott LLC | 0.03% | Reduce -1.3% | 35,654 | $12.1M |
| TD Private Client Wealth LLC | 0.30% | Reduce -3.3% | 35,477 | $12.0M |
| Advance Capital Management, Inc. | 0.54% | Add +0.8% | 35,283 | $12.0M |
| ETF Portfolio Partners, Inc. | 3.28% | Add +0.3% | 34,816 | $11.8M |
| Northstar Financial Companies, Inc. | 12.25% | Reduce -4.2% | 34,706 | $11.8M |
| Graves Light Lenhart Wealth, Inc. | 1.37% | Reduce -0.6% | 33,857 | $11.5M |
| Smith Chas P & Associates Pa Cpas | 0.64% | Add +5.7% | 33,497 | $11.4M |
| Campion Asset Management | 8.48% | Reduce -2.1% | 33,275 | $11.3M |
| Hamilton Capital, LLC | 0.61% | Add +0.6% | 32,461 | $11.0M |
| Fiduciary Counselling Inc. | 31.16% | No change | 32,448 | $11.0M |
| NewSquare Capital LLC | 0.81% | Add +0.6% | 32,274 | $11.0M |
| Stratos Wealth Partners, LTD. | 0.15% | Reduce -0.1% | 31,382 | $10.7M |
| Oxford Financial Group, LTD. LLC | 0.61% | Reduce -1.3% | 30,050 | $10.2M |
| Atlantic Union Bankshares Corp | 0.23% | Add +3884.8% | 29,886 | $10.1M |
| Firestone Capital Management | 2.37% | Reduce -0.2% | 29,595 | $10.0M |
| Ethos Financial Group, LLC | 0.87% | Reduce -51.6% | 29,534 | $10.0M |
| HBK Sorce Advisory LLC | 0.27% | Reduce -0.0% | 29,522 | $10.0M |
| Brown Financial Advisory | 5.51% | Reduce -0.3% | 29,407 | $10.0M |
| Fire Capital Management LLC | 6.29% | Add +1.6% | 29,193 | $9.9M |
| Texas Capital Bank Wealth Management Services Inc | 0.92% | Reduce -0.2% | 28,878 | $9.8M |
| Merit Financial Group, LLC | 0.11% | Add +2.9% | 28,357 | $9.6M |
| North Star Investment Management Corp. | 0.67% | Reduce -2.2% | 28,310 | $9.6M |
| Silvercrest Asset Management Group LLC | 0.06% | Reduce -1.1% | 28,125 | $9.6M |
| Aptus Capital Advisors, LLC | 0.09% | Reduce -0.2% | 27,945 | $9.5M |
| Parkside Financial Bank & Trust | 1.01% | Reduce -0.9% | 27,619 | $9.4M |
| CM Wealth Advisors LLC | 2.72% | Reduce -3.4% | 27,252 | $9.3M |
| Cannell & Spears LLC | 0.19% | Add +4.2% | 27,085 | $9.2M |
| American National Bank & Trust | 0.94% | Reduce -9.0% | 26,956 | $9.2M |
| Sepio Capital, LP | 0.65% | No change | 26,737 | $9.1M |
| Turtle Creek Wealth Advisors, LLC | 1.07% | Add +11.2% | 26,639 | $9.0M |
| Quadrant Capital Group LLC | 0.32% | Reduce -3.5% | 26,406 | $9.0M |
| Summit Wealth Partners, LLC | 1.70% | Reduce -4.9% | 26,266 | $8.9M |
| Circle Wealth Management, LLC | 0.20% | No change | 26,221 | $8.9M |
| Integrated Advisors Network LLC | 0.39% | Add +0.6% | 25,657 | $8.7M |
| Omega Financial Group, LLC | 3.14% | Reduce -2.4% | 25,631 | $8.7M |
| EP Wealth Advisors, LLC | 0.06% | Add +4.6% | 25,616 | $8.7M |
| Indiana Trust & Investment Management Co | 2.88% | No change | 25,598 | $8.7M |
| Garde Capital, Inc. | 0.46% | Reduce -0.2% | 25,078 | $8.5M |
| Humankind Investments LLC | 2.08% | No change | 25,070 | $8.5M |
| Stegner Investment Associates Inc. | 5.19% | Reduce -5.8% | 24,963 | $8.5M |
| Arcadia Investment Advisors LLC | 4.35% | Reduce -0.9% | 24,702 | $8.4M |
| Chilton Investment Co. Inc. | 0.19% | No change | 24,550 | $8.3M |
| Litman Gregory Wealth Management LLC | 0.66% | Reduce -1.1% | 24,548 | $8.3M |
| Raffa Wealth Management, LLC | 1.66% | Reduce -4.7% | 24,375 | $8.3M |
| Sanctuary Advisors, LLC | 0.05% | Add +17.1% | 24,325 | $8.3M |
| Tudor Financial Inc. | 4.65% | Reduce -2.9% | 24,188 | $8.2M |
| MV Capital Management, Inc. | 0.84% | Reduce -1.4% | 23,973 | $8.1M |
| Pure Financial Advisors, LLC | 0.14% | Add +57.4% | 23,821 | $8.1M |
| Fort Point Capital Partners LLC | 0.80% | Reduce -2.5% | 23,609 | $8.0M |
| Avidian Wealth Enterprises, LLC | 0.32% | Reduce -10.4% | 23,430 | $8.0M |
| Relyea Zuckerberg Hanson LLC | 0.92% | Add +7.5% | 23,019 | $7.8M |
| Laird Norton Wetherby Trust Company, LLC | 1.06% | No change | 22,699 | $7.7M |
| Jane Street Group, LLC | 0.01% | Add +92.1% | 22,667 | $7.7M |
| Natixis Advisors, LLC | 0.01% | Reduce -0.5% | 22,264 | $7.6M |
| B. Riley Wealth Advisors, Inc. | 0.37% | Reduce -5.2% | 22,188 | $7.5M |
| Bleakley Financial Group, LLC | 0.19% | Add +2.3% | 22,166 | $7.5M |
| Klingman & Associates, LLC | 0.41% | No change | 22,053 | $7.5M |
| GTS Securities LLC | 0.33% | Add +622.4% | 22,049 | $7.5M |
| Ackerman Asset Management, LLC | 5.97% | No change | 21,958 | $7.5M |
| Avestar Capital, LLC | 0.54% | Add +5.3% | 21,858 | $7.4M |
| Alliancebernstein L.P. | 0.00% | Add +7.7% | 21,656 | $7.4M |
| Bridges Investment Management Inc. | 0.10% | Add +1.7% | 21,557 | $7.3M |
| Laird Norton Wetherby Wealth Management, LLC | 0.33% | — | 21,541 | $7.3M |
| Up Strategic Wealth Investment Advisors LLC | 5.70% | No change | 21,509 | $7.3M |
| Spire Wealth Management | 0.26% | Reduce -28.5% | 20,953 | $7.1M |
| Utah Retirement Systems | 0.07% | Add +99.0% | 20,700 | $7.0M |
| Mather Group, Llc. | 0.07% | Reduce -1.0% | 20,377 | $6.9M |
| Monument Capital Management | 1.80% | Add +1.0% | 20,347 | $6.9M |
| Retirement Income Solutions, Inc. | 1.24% | Reduce -0.9% | 19,924 | $6.8M |
| Evanson Asset Management, LLC | 0.42% | Add +0.1% | 19,815 | $6.7M |
| Tudor Investment Corporation | 0.05% | Add +54.0% | 19,737 | $6.7M |
| ICONIQ Capital, LLC | 0.11% | Add +0.1% | 19,687 | $6.7M |
| Pacific Capital Wealth Advisors, Inc. | 1.20% | No change | 19,234 | $6.6M |
| Kayne Anderson Rudnick Investment Management LLC | 0.02% | Add +6.5% | 19,108 | $6.5M |
| Hirtle & Co., LLC | 0.28% | Add +1.1% | 19,087 | $6.5M |
| Mainstay Capital Management LLC | 0.31% | Add +60.7% | 18,630 | $6.3M |
| Advisory Services Network, LLC | 0.10% | Add +12.7% | 18,019 | $6.3M |
| Summit Investment Advisors, Inc. | 5.16% | Add +1.9% | 18,322 | $6.3M |
| Bensler, LLC | 0.70% | Reduce -0.2% | 18,354 | $6.2M |
| Regions Financial Corp. | 0.04% | Add +10.3% | 18,351 | $6.2M |
| Diversified Trust Co. | 0.14% | Add +87.5% | 17,927 | $6.1M |
| Sage Mountain Advisors LLC | 0.39% | Reduce -1.0% | 17,827 | $6.1M |
| Csenge Advisory Group | 0.31% | Reduce -0.4% | 18,370 | $6.0M |
| Breakwater Capital Group | 0.97% | Add +10.9% | 17,497 | $5.9M |
| Fca Corp. | 1.77% | Add +1.3% | 17,379 | $5.9M |
| SigFig Wealth Management, LLC | 0.19% | Add +1.3% | 17,340 | $5.9M |
| Roble, Belko & Company, Inc | 0.85% | No change | 17,183 | $5.8M |
| Destination Wealth Management | 0.17% | Add +5.8% | 17,081 | $5.8M |
| HRT Financial LP | 0.03% | New | 17,038 | $5.8M |
| Avior Wealth Management, LLC | 0.20% | Reduce -1.7% | 16,890 | $5.7M |
| First Horizon Advisors, Inc. | 0.15% | Add +0.4% | 16,687 | $5.7M |
| Sentinel Pension Advisors, LLC | 0.94% | Reduce -0.1% | 16,361 | $5.6M |
| Waldron Private Wealth LLC | 0.24% | Reduce -0.5% | 16,307 | $5.5M |
| Keybank National Association | 0.02% | Reduce -3.8% | 16,108 | $5.5M |
| Great Valley Advisor Group, Inc. | 0.12% | Add +9.7% | 16,013 | $5.4M |
| Topel & Distasi Wealth Management, LLC | 2.81% | Add +0.2% | 15,809 | $5.4M |
| Ashton Thomas Private Wealth, LLC | 0.19% | Reduce -3.2% | 15,797 | $5.4M |
| WealthTrust Asset Management, LLC | 4.00% | Add +62.1% | 15,737 | $5.3M |
| Financial Engines Advisors L.L.C. | 0.01% | Reduce -26.0% | 15,661 | $5.3M |
| Evercore Wealth Management, LLC | 0.08% | Reduce -0.2% | 15,552 | $5.3M |
| Shelton Wealth Management, LLC | 2.66% | Reduce -5.7% | 15,524 | $5.3M |
| Anchor Capital Advisors LLC | 0.15% | Reduce -6.0% | 15,509 | $5.3M |
| Prudential Financial Inc. | 0.01% | Add +100.0% | 15,496 | $5.3M |
| First Financial Bankshares Inc | 0.12% | Add +0.3% | 15,483 | $5.3M |
| Aspen Capital Management, LLC | 1.47% | Reduce -0.4% | 15,461 | $5.3M |
| Texas Capital Bancshares Inc | 1.88% | Reduce -0.3% | 15,337 | $5.2M |
| Rehmann Capital Advisory Group | 0.31% | Add +0.0% | 15,283 | $5.2M |
| Florida Trust Wealth Management Co | 0.16% | No change | 15,250 | $5.2M |
| Strategic Investment Advisors / MI | 0.50% | Reduce -1.5% | 15,028 | $5.1M |
| Lowery Thomas, LLC | 3.26% | Add +0.2% | 15,005 | $5.1M |
| Teachers Insurance & Annuity Association of America | 6.34% | No change | 14,967 | $5.1M |
| Allworth Financial LP | 0.02% | Add +12.8% | 14,908 | $5.1M |
| Vise Technologies, Inc. | 0.21% | — | 14,833 | $5.0M |
| Seneca Financial Advisors LLC | 1.92% | Reduce -0.3% | 14,660 | $5.0M |
| Summit Trail Advisors, LLC | 0.09% | New | 14,630 | $5.0M |
| Evoke Wealth, LLC | 0.12% | Add +23.4% | 14,482 | $4.9M |
| Sound View Wealth Advisors Group, LLC | 0.36% | Add +4.3% | 14,455 | $4.9M |
| Consilio Wealth Advisors, LLC | 1.73% | Reduce -0.8% | 14,358 | $4.8M |
| T. Rowe Price Associates Inc. | 0.00% | Reduce -17.6% | 14,136 | $4.8M |
| Highland Capital Management, LLC | 0.26% | Add +0.3% | 14,021 | $4.8M |
| Palo Alto Wealth Advisors, LLC | 1.80% | Add +0.0% | 14,011 | $4.8M |
| Sageworth Trust Co | 0.26% | Reduce -11.9% | 13,967 | $4.7M |
| Baker Avenue Asset Management, LP | 0.13% | Reduce -0.5% | 13,830 | $4.7M |
| Lodestar Private Asset Management LLC | 0.54% | Add +2.8% | 13,830 | $4.7M |
| Visionary Wealth Advisors | 0.24% | Reduce -1.0% | 13,811 | $4.7M |
| Valeo Financial Advisors, LLC | 0.12% | Add +36.2% | 13,765 | $4.7M |
| Compound Planning, Inc. | 0.17% | Reduce -7.2% | 13,616 | $4.6M |
| Chicago Partners Investment Group LLC | 0.13% | Reduce -0.2% | 13,055 | $4.6M |
| Prospera Financial Services Inc | 0.08% | Add +2.3% | 13,302 | $4.5M |
| Linscomb Wealth, Inc. | 0.21% | Reduce -4.1% | 13,246 | $4.5M |
| Moisand Fitzgerald Tamayo, LLC | 0.57% | Reduce -3.6% | 13,162 | $4.5M |
| Apella Capital, LLC | 0.12% | Add +1.0% | 13,035 | $4.4M |
| IFC Advisors LLC | 0.83% | No change | 13,072 | $4.4M |
| Harbor Investment Advisory, LLC | 0.40% | Reduce -2.7% | 13,071 | $4.4M |
| Summit Financial Strategies, Inc. | 0.41% | Add +9.9% | 13,053 | $4.4M |
| Sand Hill Global Advisors, LLC | 0.16% | Add +22.3% | 13,038 | $4.4M |
| Peoples Bank | 2.73% | Reduce -0.1% | 12,998 | $4.4M |
| Strategic Blueprint, LLC | 0.22% | Add +2.9% | 12,933 | $4.4M |
| Two Sigma Securities, LLC | 0.54% | New | 12,924 | $4.4M |
| O'shaughnessy Asset Management, LLC | 0.03% | Add +1.8% | 12,914 | $4.4M |
| Fifth Third Securities, Inc. | 0.33% | Add +8.0% | 12,862 | $4.4M |
| St. Clair Advisors, LLC | 1.14% | Reduce -19.1% | 12,789 | $4.3M |
| Next Capital Management LLC | 1.60% | Add +117.9% | 12,734 | $4.3M |
| Guardian Wealth Advisors, LLC / NC | 0.30% | Add +34.7% | 12,516 | $4.3M |
| Elk River Wealth Management LLC | 0.73% | Reduce -0.4% | 12,515 | $4.2M |
| Tidal Investments LLC | 0.03% | Add +74.8% | 12,453 | $4.2M |
| Hancock Whitney Corp. | 0.08% | Add +108.7% | 12,430 | $4.2M |
| Rwa Wealth Partners, LLC | 0.05% | No change | 12,269 | $4.2M |
| Precedent Wealth Partners, LLC | 1.02% | Reduce -12.3% | 12,223 | $4.2M |
| Guyasuta Investment Advisors Inc. | 0.25% | No change | 12,095 | $4.1M |
| Intrua Financial, LLC | 0.59% | Reduce -9.4% | 12,035 | $4.1M |
| Harbour Capital Advisors, LLC | 0.86% | Reduce -5.9% | 11,980 | $4.1M |
| GM Advisory Group, LLC | 0.20% | Add +0.3% | 11,948 | $4.1M |
| Philadelphia Trust Co. | 0.31% | No change | 11,946 | $4.1M |
| Cherrydale Wealth Management, LLC | 1.40% | Add +350.6% | 11,847 | $4.0M |
| Capital Group Private Client Services, Inc. | 0.03% | Reduce -7.1% | 11,843 | $4.0M |
| Northeast Financial Consultants Inc | 0.16% | Reduce -0.4% | 11,817 | $4.0M |
| J.W. Cole Advisors, Inc. | 0.09% | Add +66.8% | 11,770 | $4.0M |
| Checchi Capital Advisers, LLC | 0.28% | Add +13.4% | 11,750 | $4.0M |
| Tower Research Capital LLC (TRC) | 0.11% | New | 11,651 | $4.0M |
| Plancorp, LLC | 0.14% | Reduce -6.9% | 11,641 | $4.0M |
| Atria Wealth Solutions, Inc. | 0.09% | Reduce -68.9% | 11,609 | $3.9M |
| United Capital Financial Advisors, LLC | 0.03% | Add +5.2% | 11,585 | $3.9M |
| Dakota Wealth Management | 0.08% | Add +7.9% | 11,576 | $3.9M |
| Freestone Capital Holdings, LLC | 0.13% | Reduce -5.3% | 11,420 | $3.9M |
| Parsons Capital Management Inc. | 0.24% | Add +2.2% | 11,376 | $3.9M |
| HFG Advisors, Inc. | 3.04% | Reduce -0.7% | 11,307 | $3.8M |
| Fsa Wealth Partners, Inc. | 1.84% | Reduce -1.2% | 11,237 | $3.8M |
| D.A. Davidson & Co. | 0.03% | Reduce -0.0% | 11,169 | $3.8M |
| Phillips Financial Management, LLC | 0.28% | Reduce -0.3% | 11,165 | $3.8M |
| Brown Brothers Harriman & Co. | 0.02% | Reduce -16.5% | 11,093 | $3.8M |
| EverSource Wealth Advisors, LLC | 0.17% | Add +1561.6% | 11,083 | $3.8M |
| Ascent Group, LLC | 0.14% | Reduce -5.1% | 10,950 | $3.7M |
| Mill Creek Capital Advisors, LLC | 0.08% | Add +11.5% | 10,900 | $3.7M |
| MKD Wealth Coaches, LLC | 3.88% | Reduce -4.1% | 10,825 | $3.7M |
| Accredited Investors Inc. | 0.22% | Reduce -1.2% | 10,743 | $3.6M |
| Family Firm, Inc. | 0.88% | Reduce -1.4% | 10,733 | $3.6M |
| Renaissance Technologies | 0.00% | New | 10,700 | $3.6M |
| Maryland State Retirement & Pension System | 0.08% | Add +255.0% | 10,639 | $3.6M |
| Forvis Mazars Wealth Advisors, LLC | 0.08% | Add +2.8% | 10,462 | $3.6M |
| ORG Partners LLC | 0.77% | Add +2.2% | 10,419 | $3.5M |
| Horizon Investment Services, LLC | 1.54% | Reduce -3.9% | 10,329 | $3.5M |
| One Wealth Map LLC | 1.92% | Add +6.9% | 10,100 | $3.5M |
| London Co. of Virginia | 0.02% | Add +323.9% | 10,262 | $3.5M |
| Lansing Street Advisors | 1.03% | Add +0.3% | 10,229 | $3.5M |
| Apexium Financial, LP | 0.18% | No change | 10,197 | $3.5M |
| Tocqueville Asset Management L.P. | 0.05% | Reduce -1.2% | 10,110 | $3.4M |
| Cranbrook Wealth Management, LLC | 0.73% | Add +0.7% | 10,055 | $3.4M |
| Evensky & Katz LLC | 0.21% | Add +0.3% | 9,955 | $3.4M |
| Peapack Gladstone Financial Corp. | 0.05% | Reduce -5.8% | 9,902 | $3.4M |
| CW Advisors, LLC | 0.03% | Add +161.1% | 9,771 | $3.3M |
| Vanguard Group Inc. | 0.00% | Reduce -4.1% | 9,733 | $3.3M |
| G2 Capital Management, LLC / Oh | 0.92% | Reduce -2.1% | 9,614 | $3.3M |
| Haverford Trust Co | 0.03% | Reduce -4.9% | 9,541 | $3.2M |
| Ellis Investment Partners, LLC | 0.63% | Reduce -0.2% | 9,473 | $3.2M |
| First Western Trust Bank | 0.14% | Reduce -4.6% | 9,472 | $3.2M |
| Fort Washington Investment Advisors Inc. | 0.02% | Reduce -16.4% | 9,356 | $3.2M |
| Genesee Capital Advisors, LLC | 1.41% | Add +1.3% | 9,280 | $3.2M |
| Lazard Asset Management LLC | 0.00% | Reduce -7.6% | 9,172 | $3.1M |
| Plum Street Advisors, LLC | 1.37% | Reduce -3.7% | 9,132 | $3.1M |
| Chevy Chase Trust Holdings, LLC | 0.01% | Add +0.0% | 9,112 | $3.1M |
| Ashford Advisors, LLC | 0.72% | No change | 9,105 | $3.1M |
| Mitchell Sinkler & Starr | 1.47% | Add +0.6% | 9,060 | $3.1M |
| Welch & Forbes LLC | 0.04% | Add +10.8% | 9,045 | $3.1M |
| Sumitomo Mitsui Trust Group, Inc. | 0.00% | Add +22.1% | 9,025 | $3.1M |
| Riverpoint Wealth Management Holdings, LLC | 0.72% | Add +0.3% | 8,998 | $3.1M |
| Security Financial Services, INC. | 0.54% | Add +0.6% | 8,950 | $3.0M |
| Ullmann Wealth Partners Group, LLC | 0.36% | Add +70.7% | 8,936 | $3.0M |
| Kera Capital Partners, Inc. | 0.60% | Add +217.2% | 8,928 | $3.0M |
| Calamos Wealth Management LLC | 0.13% | Add +15.4% | 8,926 | $3.0M |
| Dynasty Wealth Management, LLC | 0.05% | New | 8,901 | $3.0M |
| KM Capital Management Ltd. | 1.49% | Add +57.2% | 8,878 | $3.0M |
| Beacon Financial Group | 0.31% | Reduce -4.7% | 8,844 | $3.0M |
| GHP Investment Advisors, Inc. | 0.13% | Reduce -0.3% | 8,841 | $3.0M |
| Midwest Trust Co | 0.04% | — | 8,705 | $3.0M |
| KMG Fiduciary Partners, LLC | 0.22% | No change | 8,552 | $2.9M |
| LMCG Investments, LLC | 0.18% | Reduce -27.8% | 8,479 | $2.9M |
| SVB Wealth LLC | 0.15% | New | 8,457 | $2.9M |
| Bear Mountain Capital, Inc. | 1.03% | No change | 8,296 | $2.9M |
| Corundum Group, Inc. | 1.26% | Add +1.0% | 8,397 | $2.9M |
| Fiduciary Financial Group, LLC | 0.51% | Reduce -0.5% | 8,319 | $2.8M |
| Cornerstone Advisory, LLC | 0.30% | Add +0.1% | 8,270 | $2.8M |
| Mutual Advisors, LLC | 0.07% | Add +12.3% | 7,960 | $2.8M |
| Bryn Mawr Trust Advisors, LLC | 0.15% | Reduce -0.0% | 8,124 | $2.8M |
| Fragasso Financial Advisors Inc | 0.19% | Add +164.2% | 8,112 | $2.8M |
| Crestwood Advisors Group, LLC | 0.05% | Reduce -1.9% | 8,109 | $2.8M |
| Red Tortoise LLC | 1.34% | Add +0.1% | 8,107 | $2.8M |
| Farther Finance Advisors, LLC | 0.05% | Add +3.3% | 8,042 | $2.7M |
| Optivise Advisory Services LLC | 1.38% | Add +28.6% | 7,971 | $2.7M |
| Certuity, LLC | 0.25% | Reduce -0.3% | 7,956 | $2.7M |
| Nadler Financial Group, Inc. | 0.28% | Reduce -3.9% | 7,937 | $2.7M |
| IFP Advisors, Inc | 0.08% | Reduce -3.4% | 7,914 | $2.7M |
| Hillcrest Wealth Advisors - NY, LLC | 1.26% | Reduce -3.7% | 7,895 | $2.7M |
| Cornerstone Advisors Asset Management, LLC | 0.51% | Reduce -0.3% | 7,852 | $2.7M |
| Kovack Advisors, Inc. | 0.26% | Reduce -0.2% | 7,838 | $2.7M |
| Russell Investments Group, Ltd. | 0.00% | Reduce -2.4% | 7,784 | $2.6M |
| TFC Financial Management, Inc. | 0.36% | No change | 7,764 | $2.6M |
| Smith, Moore & Co. | 0.22% | Reduce -2.1% | 7,719 | $2.6M |
| Xponance LLC | 0.02% | Reduce -33.5% | 7,669 | $2.6M |
| Gotham Asset Management | 0.02% | No change | 7,625 | $2.6M |
| Acropolis Investment Management, LLC | 0.14% | No change | 7,558 | $2.6M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.06% | Reduce -70.5% | 7,546 | $2.6M |
| Fiera Capital Corp | 0.01% | No change | 7,542 | $2.6M |
| Ferguson Wellman Capital Management, Inc. | 0.04% | Reduce -4.2% | 7,527 | $2.6M |
| Stratos Wealth Advisors, LLC | 0.14% | Add +18.4% | 7,524 | $2.6M |
| Rosenblum Silverman Sutton S F Inc. | 0.62% | Reduce -0.5% | 7,494 | $2.5M |
| Connecticut Wealth Management, LLC | 0.12% | Add +147.5% | 7,463 | $2.5M |
| McNamara Financial Services, Inc. | 0.50% | Add +1.4% | 7,387 | $2.5M |
| New Wave Wealth Advisors LLC | 1.06% | Add +55.7% | 7,334 | $2.5M |
| James Investment Research, Inc. | 0.30% | Reduce -4.0% | 7,334 | $2.5M |
| Brand Asset Management Group, Inc. | 0.93% | Reduce -0.6% | 7,331 | $2.5M |
| Sage Financial Group Inc. | 0.18% | Reduce -1.0% | 7,292 | $2.5M |
| JFG Wealth Management, LLC | 0.52% | Reduce -20.6% | 7,289 | $2.5M |
| Castle Wealth Management LLC | 0.90% | No change | 7,282 | $2.5M |
| Gryphon Financial Partners LLC | 0.32% | Reduce -2.1% | 7,248 | $2.5M |
| Steward Partners Investment Advisory, LLC | 0.02% | Add +2.7% | 7,171 | $2.4M |
| Joel Isaacson & Co., LLC | 0.10% | Add +0.1% | 7,153 | $2.4M |
| CFM Wealth Partners LLC | 0.39% | Reduce -0.5% | 7,144 | $2.4M |
| Sei Investments Co. | 0.00% | Add +1.1% | 7,106 | $2.4M |
| Gemmer Asset Management LLC | 0.21% | Reduce -5.4% | 7,098 | $2.4M |
| Jump Financial, LLC | 0.03% | New | 7,076 | $2.4M |
| Mayflower Financial Advisors, LLC | 0.33% | Add +1.3% | 6,982 | $2.4M |
| ZWJ Investment Counsel Inc. | 0.09% | No change | 6,982 | $2.4M |
| Foundation Wealth Management, LLC\PA | 1.03% | Add +1.2% | 6,979 | $2.4M |
| Millennium Management | 0.00% | Reduce -94.5% | 6,955 | $2.4M |
| Alpha Cubed Investments, LLC | 0.09% | Add +0.8% | 6,936 | $2.4M |
| ARK & TLK Investments, LLC | 0.75% | Add +0.0% | 6,917 | $2.3M |
| Orrstown Financial Services Inc. | 0.49% | No change | 6,859 | $2.3M |
| Landaas & Co. /Wi | 0.56% | No change | 6,860 | $2.3M |
| One Wealth Advisors, LLC | 0.32% | Add +5.2% | 6,797 | $2.3M |
| Wick Capital Partners, LLC | 0.60% | Reduce -72.1% | 2,061 | $2.3M |
| Eagle Bay Advisors LLC | 1.90% | No change | 6,773 | $2.3M |
| QRG Capital Management, Inc. | 0.02% | Reduce -51.4% | 6,763 | $2.3M |
| NorthCrest Asset Manangement, LLC | 0.06% | Add +7.4% | 6,675 | $2.3M |
| Forum Financial Management, LP | 0.03% | Reduce -1.7% | 6,719 | $2.3M |
| Parallel Advisors, LLC | 0.05% | Add +0.1% | 6,708 | $2.3M |
| Webster Bank, N. A. | 0.24% | No change | 6,697 | $2.3M |
| Sellwood Investment Partners LLC | 1.09% | No change | 6,690 | $2.3M |
| HUB Investment Partners, LLC | 0.08% | Reduce -2.0% | 6,684 | $2.3M |
| Dorsey & Whitney Trust CO LLC | 0.12% | No change | 6,663 | $2.3M |
| Cahill Financial Advisors Inc. | 0.28% | Add +1.1% | 6,644 | $2.3M |
| Finley Financial, LLC | 1.12% | No change | 6,585 | $2.2M |
| TSA Wealth Managment LLC | 0.81% | Add +16.1% | 6,564 | $2.2M |
| Vestmark Advisory Solutions, Inc. | 0.03% | Add +137.3% | 6,470 | $2.2M |
| Broadview Financial Management, LLC | 1.48% | Reduce -22.9% | 6,419 | $2.2M |
| Cypress Wealth Services, LLC | 0.39% | Reduce -1.2% | 6,402 | $2.2M |
| GenWealth Group, Inc. | 0.44% | Reduce -0.2% | 6,386 | $2.2M |
| Allegheny Financial Group | 0.48% | Add +17.8% | 6,351 | $2.2M |
| Zhang Financial LLC | 0.10% | No change | 6,334 | $2.2M |
| Vertex Planning Partners, LLC | 0.45% | No change | 6,325 | $2.1M |
| Essex Financial Services, Inc. | 0.14% | Add +1.5% | 6,267 | $2.1M |
| Prime Capital Investment Advisors, LLC | 0.03% | Reduce -3.6% | 6,247 | $2.1M |
| Investors Research Corp | 0.41% | No change | 6,153 | $2.1M |
| Rossmore Private Capital | 0.24% | No change | 6,095 | $2.1M |
| Associated Banc-Corp | 0.06% | Reduce -1.1% | 6,077 | $2.1M |
| Tsfg, LLC | 0.37% | Reduce -0.3% | 6,061 | $2.1M |
| River Wealth Advisors LLC | 0.25% | No change | 6,019 | $2.0M |
| Bawa N Mallick Trust | 0.84% | No change | 5,960 | $2.0M |
| GenTrust, LLC | 0.10% | No change | 5,942 | $2.0M |
| Horst & Graben Wealth Management LLC | 0.33% | Add +63.9% | 5,938 | $2.0M |
| Hoxton Planning & Management, LLC | 0.70% | Reduce -19.0% | 5,937 | $2.0M |
| Ardent Capital Management, Inc. | 0.97% | No change | 5,929 | $2.0M |
| Mesirow Financial Investment Management, Inc. | 0.04% | Reduce -6.7% | 5,924 | $2.0M |
| Paul R. Ried Financial Group, LLC | 1.22% | Add +2.4% | 5,921 | $2.0M |
| Truepoint, Inc. | 0.05% | No change | 5,874 | $2.0M |
| First Citizens Bank & Trust Co. | 0.04% | Reduce -54.9% | 5,828 | $2.0M |
| Fisher Asset Management | 0.00% | Add +20.1% | 5,785 | $2.0M |
| Marshall Financial Group Inc. | 0.59% | Add +0.2% | 5,782 | $2.0M |
| Smithfield Trust Co | 0.09% | No change | 5,778 | $2.0M |
| Coastline Trust Co | 0.22% | Reduce -0.9% | 5,757 | $2.0M |
| Capital City Trust Co. | 0.51% | Reduce -0.1% | 5,757 | $2.0M |
| Manchester Capital Management LLC | 0.25% | No change | 5,662 | $1.9M |
| Townsend Asset Management Corp. /NC/ | 0.69% | Reduce -4.3% | 5,648 | $1.9M |
| Summit Financial, LLC | 0.04% | Add +51.0% | 5,648 | $1.9M |
| Maridea Wealth Management LLC | 0.50% | Add +3.5% | 5,643 | $1.9M |
| Asset Dedication, LLC | 0.14% | Reduce -0.5% | 5,632 | $1.9M |
| First Business Financial Services, Inc. | 0.17% | No change | 5,578 | $1.9M |
| Westshore Wealth, LLC | 0.72% | Add +0.0% | 5,546 | $1.9M |
| Ade, LLC | 0.99% | Add +0.2% | 5,481 | $1.9M |
| Auour Investments LLC | 0.64% | Reduce -0.1% | 5,479 | $1.9M |
| Vision Capital Management, Inc. | 0.24% | Reduce -2.4% | 5,427 | $1.8M |
| Arkadios Wealth Advisors | 0.06% | Reduce -1.9% | 5,421 | $1.8M |
| Blue Barn Wealth, LLC | 0.87% | Reduce -3.7% | 5,409 | $1.8M |
| Assetmark, Inc. | 0.00% | Reduce -29.3% | 5,395 | $1.8M |
| Lee Danner & Bass Inc. | 0.14% | Reduce -14.7% | 5,370 | $1.8M |
| Flputnam Investment Management Co. | 0.03% | Add +3.3% | 5,311 | $1.8M |
| Detalus Advisors, LLC | 0.52% | Add +6.5% | 5,279 | $1.8M |
| SC&H Financial Advisors, Inc. | 0.31% | Add +0.1% | 5,271 | $1.8M |
| Talisman Wealth Advisors LLC | 1.62% | No change | 5,218 | $1.8M |
| Belpointe Asset Management LLC | 0.07% | Add +4.7% | 5,212 | $1.8M |
| Simmons Bank | 0.13% | Reduce -3.0% | 5,163 | $1.8M |
| CoreCap Advisors, LLC | 0.07% | No change | 5,143 | $1.7M |
| Peddock Capital Advisors, LLC | 0.40% | Reduce -1.8% | 5,143 | $1.7M |
| Sharkey, Howes & Javer | 0.23% | Add +0.2% | 5,129 | $1.7M |
| Legacy Edge Advisors, LLC | 0.23% | Reduce -1.1% | 5,065 | $1.7M |
| Silver Oak Securities, Incorporated | 0.14% | Add +4119.2% | 5,063 | $1.7M |
| Oppenheimer & Co. Inc. | 0.02% | Add +22.1% | 5,045 | $1.7M |
| Lunt Capital Management, Inc. | 0.66% | New | 5,043 | $1.7M |
| Carrera Capital Advisors | 0.34% | Add +0.3% | 5,037 | $1.7M |
| Parisi Gray Wealth Management | 0.49% | Reduce -0.1% | 5,028 | $1.7M |
| Fiduciary Wealth Partners, LLC | 1.60% | Add +3283.1% | 5,007 | $1.7M |
| Foundations Investment Advisors, LLC | 0.03% | Add +2.7% | 5,007 | $1.7M |
| Dynamic Advisor Solutions LLC | 0.05% | Add +0.0% | 5,006 | $1.7M |
| Wesbanco Bank Inc. | 0.05% | Add +0.6% | 4,998 | $1.7M |
| VestGen Advisors, LLC | 0.07% | Reduce -5.6% | 4,900 | $1.7M |
| Keebeck Wealth Management | 0.22% | Add +14.1% | 4,919 | $1.7M |
| Wedmont Private Capital | 0.07% | Add +10.1% | 4,828 | $1.7M |
| 17 Capital Partners, LLC | 0.95% | Add +5.6% | 4,853 | $1.6M |
| Cambridge Financial Group, LLC | 0.62% | Reduce -0.6% | 4,845 | $1.6M |
| AdvisorNet Financial, Inc | 0.11% | Add +6.8% | 4,843 | $1.6M |
| Procyon Advisors, LLC | 0.16% | Add +10.7% | 4,827 | $1.6M |
| Westmount Partners, LLC | 0.45% | Add +31.2% | 4,819 | $1.6M |
| Tiemann Investment Advisors, LLC | 0.67% | No change | 4,810 | $1.6M |
| CFS Investment Advisory Services, LLC | 0.13% | Add +4.0% | 4,802 | $1.6M |
| AE Wealth Management LLC | 0.01% | Add +0.4% | 4,801 | $1.6M |
| Vanguard Personalized Indexing Management, LLC | 0.02% | Add +16.6% | 4,790 | $1.6M |
| Sightline Wealth Advisors, LLC | 0.79% | Add +0.1% | 4,793 | $1.6M |
| Argent Trust Co | 0.06% | Add +1.7% | 4,772 | $1.6M |
| Axxcess Wealth Management, LLC | 0.04% | Add +23.6% | 4,764 | $1.6M |
| Capital Asset Advisory Services LLC | 0.08% | Add +23.6% | 4,764 | $1.6M |
| Wealth Alliance, LLC | 0.18% | Reduce -4.4% | 4,748 | $1.6M |
| Graypoint LLC | 0.09% | Reduce -13.0% | 4,748 | $1.6M |
| Morton Capital Management LLC | 0.28% | Reduce -6.0% | 4,730 | $1.6M |
| Focus Financial Network, Inc. | 0.06% | Add +55.5% | 4,703 | $1.6M |
| Andrews, Lucia Wealth Management LLC | 1.02% | Reduce -18.5% | 4,641 | $1.6M |
| LBJ Family Wealth Advisors, Ltd. | 0.91% | Add +0.2% | 4,626 | $1.6M |
| Certified Advisory Corp | 0.16% | Add +0.1% | 4,610 | $1.6M |
| First Financial Corp. | 0.70% | No change | 4,597 | $1.6M |
| Eq LLC | 0.61% | Add +0.0% | 4,595 | $1.6M |
| Smartleaf Asset Management LLC | 0.14% | Add +50.0% | 4,603 | $1.6M |
| Roundview Capital LLC | 0.10% | No change | 4,570 | $1.6M |
| Advisor Resource Council | 0.76% | Reduce -33.0% | 4,569 | $1.6M |
| Advisors Capital Management, LLC | 0.02% | Add +11.4% | 4,541 | $1.5M |
| James J. Burns & Company, LLC | 0.25% | Reduce -0.6% | 4,537 | $1.5M |
| Frank, Rimerman Advisors LLC | 0.10% | No change | 4,535 | $1.5M |
| Cadence Bank | 0.10% | Reduce -1.2% | 4,528 | $1.5M |
| Grandfield & Dodd, LLC | 0.09% | No change | 4,523 | $1.5M |
| Crestmont Private Wealth LLC | 0.56% | New | 4,522 | $1.5M |
| Stordahl Capital Management, Inc. | 0.34% | Reduce -0.2% | 4,474 | $1.5M |
| Absolute Capital Management, LLC | 0.76% | Add +0.2% | 4,467 | $1.5M |
| Morris Financial Concepts, Inc. | 0.59% | Add +148.3% | 4,403 | $1.5M |
| Flow Traders U.S. LLC | 0.05% | Reduce -43.5% | 4,372 | $1.5M |
| Focus Partners Advisor Solutions, LLC | 0.02% | Reduce -4.2% | 4,368 | $1.5M |
| IFG Advisors, LLC | 0.25% | Reduce -4.4% | 4,366 | $1.5M |
| Meridian Wealth Management, LLC | 0.06% | No change | 4,323 | $1.5M |
| Equitable Trust Co. | 0.07% | Reduce -0.3% | 4,317 | $1.5M |
| Global Retirement Partners, LLC | 0.04% | — | 4,305 | $1.5M |
| Balance Wealth Partners LLC | 0.85% | Reduce -3.2% | 4,299 | $1.5M |
| Fifth Third Wealth Advisors LLC | 0.06% | Add +127.0% | 4,268 | $1.4M |
| Leavell Investment Management, Inc. | 0.06% | No change | 4,221 | $1.4M |
| Independent Financial Group, LLC | 0.04% | Add +2.2% | 4,192 | $1.4M |
| Benjamin Edwards Inc. | 0.02% | Add +0.8% | 4,188 | $1.4M |
| Vishria Bird Financial Group, LLC | 0.47% | No change | 4,182 | $1.4M |
| NewEdge Wealth, LLC | 0.02% | Reduce -11.2% | 4,084 | $1.4M |
| Callan Family Office, LLC | 0.04% | Reduce -2.4% | 4,115 | $1.4M |
| Atria Investments, Inc | 0.02% | Add +0.9% | 4,073 | $1.4M |
| Transcend Capital Advisors, LLC | 0.11% | Reduce -1.5% | 4,060 | $1.4M |
| Pacific Financial Group Inc. | 1.07% | No change | 4,043 | $1.4M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -93.5% | 3,981 | $1.4M |
| Philip James Wealth Mangement, LLC | 0.18% | Reduce -0.0% | 3,975 | $1.3M |
| SouthState Bank Corp | 0.06% | Add +1.1% | 3,958 | $1.3M |
| Hilltop Holdings Inc. | 0.09% | Reduce -67.3% | 3,957 | $1.3M |
| Neumann Capital Management, LLC | 0.42% | Reduce -1.3% | 3,939 | $1.3M |
| McCarthy Asset Management, Inc. | 0.90% | No change | 3,916 | $1.3M |
| Graver Capital Management, LLC | 1.16% | No change | 3,878 | $1.3M |
| Balentine LLC | 0.05% | No change | 3,868 | $1.3M |
| CreativeOne Wealth, LLC | 0.03% | Add +23.3% | 3,847 | $1.3M |
| Eagle Strategies LLC | 0.20% | Reduce -0.3% | 3,844 | $1.3M |
| Pinnacle Financial Partners Inc | 0.03% | No change | 3,813 | $1.3M |
| Savvy Advisors, Inc. | 0.09% | Add +27.8% | 3,811 | $1.3M |
| SOL Capital Management CO | 0.13% | Reduce -49.2% | 3,806 | $1.3M |
| Tanager Wealth Management LLP | 0.15% | No change | 3,800 | $1.3M |
| Soundwatch Capital LLC | 0.22% | Add +11.3% | 4,194 | $1.3M |
| Syverson Strege & Co | 0.30% | Add +0.2% | 3,764 | $1.3M |
| Sagespring Wealth Partners, LLC | 0.03% | Add +20.1% | 3,760 | $1.3M |
| Key Financial Inc | 0.26% | Add +1.4% | 3,759 | $1.3M |
| Rockwood Wealth Management, LLC | 0.11% | Reduce -9.6% | 3,753 | $1.3M |
| Choate Investment Advisors | 0.03% | No change | 3,752 | $1.3M |
| Corepath Wealth Partners LLC | 1.07% | Add +97.2% | 3,698 | $1.3M |
| Kestra Private Wealth Services, LLC | 0.02% | Add +3.9% | 3,738 | $1.3M |
| Red Door Wealth Management, LLC | 0.15% | New | 3,710 | $1.3M |
| Kendall Capital Management | 0.33% | No change | 3,692 | $1.3M |
| Petredis Investment Advisors LLC | 0.11% | No change | 3,684 | $1.3M |
| Cypress Capital Group | 0.16% | Reduce -17.6% | 3,680 | $1.2M |
| Valmark Advisers, Inc. | 0.02% | Add +0.2% | 3,634 | $1.2M |
| Strategic Wealth Partners, Ltd. | 0.10% | — | 3,626 | $1.2M |
| W.H. Cornerstone Investments Inc. | 0.78% | Add +0.3% | 3,606 | $1.2M |
| Hilltop National Bank | 0.32% | — | 3,568 | $1.2M |
| GQG Partners LLC | 0.00% | Reduce -31.6% | 3,556 | $1.2M |
| Heritage Wealth Advisors | 0.06% | No change | 3,548 | $1.2M |
| Landmark Wealth Management, LLC | 0.51% | Reduce -25.6% | 3,546 | $1.2M |
| Whitegate Investment Counselors, Inc. | 0.41% | Reduce -0.5% | 3,543 | $1.2M |
| Ellevest, Inc. | 0.19% | Reduce -2.7% | 3,543 | $1.2M |
| Optimist Retirement Group LLC | 0.58% | Add +3.0% | 3,542 | $1.2M |
| Brookstone Capital Management | 0.02% | Add +12.4% | 3,537 | $1.2M |
| Capital International Investors | 0.00% | Reduce -17.6% | 3,542 | $1.2M |
| Instrumental Wealth, LLC | 0.95% | Add +0.1% | 3,494 | $1.2M |
| Rovin Capital /Ut/ | 0.36% | Reduce -8.4% | 3,508 | $1.2M |
| Good Life Advisors, LLC | 0.07% | Add +0.3% | 3,497 | $1.2M |
| Wealthstream Advisors, Inc. | 0.20% | Reduce -8.1% | 3,489 | $1.2M |
| Ofc Financial Planning, LLC | 1.25% | No change | 3,464 | $1.2M |
| Aspen Investment Management Inc | 0.49% | Reduce -2.8% | 3,442 | $1.2M |
| Flaharty Asset Management, LLC | 0.16% | Reduce -0.5% | 3,425 | $1.2M |
| Ti-Trust, Inc. | 0.78% | No change | 3,419 | $1.2M |
| Qube Research & Technologies Ltd | 0.00% | Add +18.6% | 3,418 | $1.2M |
| Pathway Financial Advisors LLC | 0.17% | No change | 3,400 | $1.2M |
| Colonial Trust Advisors | 0.10% | No change | 3,400 | $1.2M |
| Harbor Asset Planning, Inc. | 1.09% | — | 3,374 | $1.1M |
| Brandywine Oak Private Wealth LLC | 0.11% | No change | 3,373 | $1.1M |
| AlphaCore Capital LLC | 0.04% | Add +97.4% | 3,342 | $1.1M |
| FSM Wealth Advisors, LLC | 0.18% | Add +251.5% | 3,311 | $1.1M |
| Bollard Group LLC | 0.03% | Add +0.3% | 3,318 | $1.1M |
| Warren Street Wealth Advisors, LLC | 0.37% | Reduce -0.0% | 3,313 | $1.1M |
| Lowe Brockenbrough & Co. Inc. | 0.06% | Add +135.2% | 3,305 | $1.1M |
| Benchmark Financial Wealth Advisors, LLC | 0.37% | Add +111.5% | 3,296 | $1.1M |
| Gries Financial LLC | 0.20% | No change | 3,288 | $1.1M |
| Kickstand Ventures, Llc. | 0.26% | Reduce -9.4% | 3,270 | $1.1M |
| Note Advisors, LLC | 0.77% | Reduce -3.9% | 3,267 | $1.1M |
| Legacy Private Trust Co. | 0.07% | Reduce -7.6% | 3,264 | $1.1M |
| Regimen Wealth, LLC | 0.34% | Reduce -0.4% | 3,255 | $1.1M |
| DHJJ Financial Advisors, Ltd. | 0.40% | No change | 3,227 | $1.1M |
| Denver PWM, LLC | 0.34% | Add +0.3% | 3,222 | $1.1M |
| Wealthquest Corp | 0.09% | No change | 3,206 | $1.1M |
| Semitam Bonam LLC | 1.02% | — | 3,186 | $1.1M |
| Old Mission Capital LLC | 0.03% | Add +1.4% | 3,176 | $1.1M |
| GPS Wealth Strategies Group, LLC | 0.12% | Reduce -3.0% | 3,174 | $1.1M |
| Mgo One Seven LLC | 0.03% | Reduce -8.1% | 3,173 | $1.1M |
| Patten Group, Inc. | 0.23% | Reduce -2.9% | 3,170 | $1.1M |
| McClarren Financial Advisors, Inc. | 0.70% | Add +82.0% | 3,166 | $1.1M |
| Spinnaker Trust | 0.06% | No change | 3,165 | $1.1M |
| CJM Wealth Advisers, Ltd. | 0.36% | No change | 3,157 | $1.1M |
| Bluespring Wealth Management, LLC | 0.10% | No change | 3,151 | $1.1M |
| Meridian Wealth Advisors, LLC | 0.17% | No change | 3,151 | $1.1M |
| Waters Parkerson & Co., LLC | 0.05% | No change | 3,150 | $1.1M |
| StoneX Group Inc. | 0.05% | Add +37.9% | 3,138 | $1.1M |
| Waterfront Wealth Inc. | 0.24% | No change | 3,124 | $1.1M |
| Wealth Architects, LLC | 0.11% | Reduce -64.3% | 3,121 | $1.1M |
| Cozad Asset Management Inc. | 0.09% | Reduce -2.3% | 3,086 | $1.0M |
| Flagstar Securities, Inc. | 0.29% | Reduce -7.0% | 3,084 | $1.0M |
| Nicolet Bankshares Inc. | 0.18% | Add +3.1% | 3,057 | $1.0M |
| Wagner Wealth Management, LLC | 0.24% | No change | 3,045 | $1.0M |
| Oldfather Financial Services, LLC | 0.35% | Add +9.6% | 3,042 | $1.0M |
| Cortland Associates Inc. | 0.12% | No change | 3,038 | $1.0M |
| Retirement Planning Group, LLC | 0.04% | No change | 3,030 | $1.0M |
| Quantum Portfolio Management LLC | 0.49% | Reduce -37.7% | 3,003 | $1.0M |
| Chandler Asset Management, Inc. | 0.18% | No change | 3,000 | $1.0M |
| Greenleaf Trust | 0.01% | Add +1.0% | 2,969 | $1.0M |
| Betterment LLC | 0.00% | Add +11.8% | 2,957 | $1.0M |
| Carnegie Investment Counsel | 0.02% | Reduce -6.2% | 2,952 | $1.0M |
| Venturi Wealth Management, LLC | 0.05% | No change | 2,945 | $1.0M |
| Heartwood Wealth Advisors LLC | 0.10% | Reduce -0.8% | 2,913 | $989K |
| Orgel Wealth Management, LLC | 0.02% | No change | 2,907 | $987K |
| Flagship Harbor Advisors, LLC | 0.05% | No change | 2,901 | $985K |
| Tandem Capital Management Corp. | 0.50% | No change | 2,895 | $983K |
| Penobscot Wealth Management | 0.35% | Add +67.8% | 2,895 | $983K |
| Capital Advisors, Ltd. LLC | 0.12% | No change | 2,895 | $983K |
| MA Private Wealth | 0.17% | Reduce -7.0% | 2,873 | $976K |
| Fi3 FINANCIAL ADVISORS, LLC | 0.35% | No change | 2,867 | $974K |
| Henrickson Nauta Wealth Advisors, Inc. | 0.34% | Reduce -2.6% | 2,866 | $973K |
| Ground Swell Capital, LLC | 1.59% | New | 2,842 | $965K |
| West Paces Advisors Inc. | 0.21% | No change | 2,840 | $964K |
| Meritage Portfolio Management | 0.06% | No change | 2,824 | $959K |
| DAVENPORT & Co LLC | 0.01% | Reduce -10.0% | 2,821 | $958K |
| Facet Wealth, Inc. | 0.02% | Add +9.6% | 2,757 | $958K |
| Enzi Wealth | 0.35% | Reduce -0.2% | 2,757 | $945K |
| Avity Investment Management Inc. | 0.07% | Reduce -18.5% | 2,764 | $939K |
| Resolute Wealth Advisor, Inc. | 0.53% | — | 2,629 | $937K |
| Hemenway Trust Co LLC | 0.07% | No change | 2,760 | $937K |
| Segment Wealth Management, LLC | 0.06% | No change | 2,751 | $934K |
| RMR Wealth Builders | 0.08% | Add +172.8% | 2,747 | $933K |
| LGL Partners, LLC | 0.41% | Add +0.3% | 2,683 | $932K |
| Firethorn Wealth Partners, LLC | 0.40% | Add +0.7% | 2,744 | $932K |
| Simplicity Wealth,LLC | 0.04% | Add +37.3% | 2,744 | $932K |
| Legacy Trust | 0.23% | Reduce -17.3% | 2,735 | $929K |
| MassMutual Private Wealth & Trust, FSB | 0.02% | Reduce -10.0% | 2,718 | $923K |
| Kingsview Wealth Management, LLC | 0.02% | Reduce -2.6% | 2,716 | $922K |
| Boston Trust Walden Corp | 0.01% | No change | 2,705 | $919K |
| First National Trust Co | 0.03% | Reduce -0.3% | 2,700 | $917K |
| Legacy Capital Wealth Partners, LLC | 0.21% | New | 2,681 | $910K |
| Tradition Wealth Management, LLC | 0.07% | Reduce -0.3% | 2,680 | $910K |
| Gladstone Institutional Advisory LLC | 0.04% | Reduce -2.5% | 2,643 | $897K |
| Shepherd Financial Partners LLC | 0.09% | No change | 2,627 | $892K |
| ONE Advisory Partners, LLC | 0.30% | Add +5.3% | 2,549 | $888K |
| Azimuth Capital Investment Management LLC | 0.03% | Reduce -1.2% | 2,610 | $886K |
| Apollon Wealth Management, LLC | 0.02% | Add +1.4% | 2,606 | $885K |
| Edgestream Partners, L.P. | 0.02% | Add +38.2% | 2,604 | $884K |
| Deroy & Devereaux Private Investment Counsel Inc. | 0.05% | No change | 2,570 | $873K |
| ShoreHaven Wealth Partners, LLC | 0.36% | Add +5.5% | 2,569 | $872K |
| Clifford Swan Investment Counsel LLC | 0.03% | Reduce -0.3% | 2,566 | $871K |
| Regal Investment Advisors LLC | 0.06% | Add +34.0% | 2,535 | $861K |
| Northstar Group, Inc. | 0.14% | No change | 2,529 | $859K |
| IHT Wealth Management, LLC | 0.02% | Reduce -0.9% | 2,525 | $858K |
| Prosperity Consulting Group, LLC | 0.06% | Reduce -4.9% | 2,506 | $851K |
| Westbourne Investment Advisors, Inc. | 0.26% | New | 2,500 | $849K |
| Capital Investment Advisors, LLC | 0.01% | Reduce -0.8% | 2,483 | $843K |
| Courier Capital LLC | 0.05% | Reduce -18.2% | 2,471 | $839K |
| CENTRAL TRUST Co | 0.02% | Reduce -7.4% | 2,456 | $834K |
| Simon Quick Advisors, LLC | 0.04% | Add +1.8% | 2,440 | $829K |
| Headinvest, LLC | 0.18% | No change | 2,440 | $829K |
| Falcon Wealth Planning | 0.08% | Reduce -1.4% | 2,427 | $824K |
| Vista Capital Partners, Inc. | 0.09% | No change | 2,420 | $822K |
| NWF Advisory Services Inc. | 0.10% | New | 2,412 | $819K |
| Burke & Herbert Bank & Trust Co. | 0.18% | Reduce -3.0% | 2,407 | $817K |
| Transatlantique Private Wealth LLC | 0.30% | No change | 2,389 | $811K |
| Penney Financial, LLC | 0.41% | No change | 2,380 | $808K |
| Mycio Wealth Partners, LLC | 0.19% | Reduce -62.7% | 2,372 | $806K |
| Coastal Bridge Advisors, LLC | 0.07% | New | 2,365 | $803K |
| Mittelman Wealth Management | 0.67% | Add +73.8% | 2,352 | $799K |
| Unique Wealth, LLC | 0.13% | Add +17.5% | 2,334 | $793K |
| Topsail Wealth Management, LLC | 0.14% | No change | 2,334 | $793K |
| Modern Wealth Management, LLC | 0.02% | Add +2.3% | 2,333 | $792K |
| Connable Office Inc. | 0.08% | Reduce -26.4% | 2,331 | $792K |
| Gutierrez Wealth Advisory, LLC | 0.53% | New | 2,330 | $791K |
| 5T Wealth, LLC | 0.40% | Add +142.9% | 2,329 | $791K |
| Paces Ferry Wealth Advisors, LLC | 0.36% | Add +0.0% | 2,316 | $787K |
| USA Financial Formulas | 0.13% | Reduce -16.9% | 2,316 | $786K |
| Vontobel Holding Ltd. | 0.00% | No change | 2,300 | $781K |
| Manhattan West Asset Management, LLC | 0.18% | Reduce -5.4% | 2,293 | $779K |
| Midland Wealth Advisors, LLC | 0.04% | Reduce -0.9% | 2,292 | $778K |
| Signaturefd, LLC | 0.01% | No change | 2,291 | $778K |
| Verum Partners LLC | 0.18% | Add +0.1% | 2,278 | $774K |
| HM Payson & Co. | 0.01% | No change | 2,272 | $772K |
| Willis Johnson & Associates, Inc. | 0.05% | Add +0.6% | 2,265 | $769K |
| Old North State Wealth Management, LLC | 0.40% | Add +0.3% | 2,263 | $768K |
| Tranquility Partners, LLC | 0.27% | Add +1.6% | 2,259 | $767K |
| Next Level Private LLC | 0.25% | Add +0.3% | 2,251 | $764K |
| Salem Investment Counselors Inc. | 0.02% | No change | 2,240 | $761K |
| Harbor Group, Inc. | 0.13% | Reduce -1.1% | 2,230 | $757K |
| BLB&B Advisors, LLC | 0.04% | No change | 2,224 | $755K |
| Planwiser Financial, LLC | 0.64% | Reduce -8.5% | 2,153 | $754K |
| Cary Street Partners Financial LLC | 0.02% | Add +16.2% | 2,218 | $753K |
| Hollencrest Capital Management | 0.03% | No change | 2,208 | $750K |
| Kohmann Bosshard Financial Services, LLC | 0.08% | No change | 2,204 | $749K |
| First American Trust, FSB | 0.06% | Reduce -1.6% | 2,197 | $746K |
| LWM Advisory Services, LLC | 0.51% | Reduce -0.2% | 2,195 | $746K |
| Synergy Investment Management, LLC | 0.45% | No change | 2,194 | $745K |
| UNIVEST FINANCIAL Corp | 0.04% | Add +1.2% | 2,189 | $743K |
| Buttonwood Financial Advisors Inc. | 0.30% | Add +1.2% | 2,177 | $739K |
| Kavar Capital Partners Group, LLC | 0.11% | No change | 2,167 | $736K |
| Tritonpoint Wealth, LLC | 0.07% | Add +0.2% | 2,145 | $728K |
| IFS Advisors, LLC | 0.55% | Reduce -0.8% | 2,141 | $727K |
| United Asset Strategies, Inc. | 0.06% | Reduce -2.1% | 2,136 | $725K |
| Eastern Bank | 0.01% | No change | 2,134 | $725K |
| WealthPlan Investment Management, LLC | 0.05% | New | 2,125 | $722K |
| SOA Wealth Advisors, LLC. | 0.13% | Add +0.1% | 2,121 | $720K |
| Portland Global Advisors LLC | 0.08% | New | 2,117 | $719K |
| Moneco Advisors, LLC | 0.07% | Reduce -1.3% | 2,114 | $718K |
| Blankinship & Foster, LLC | 0.17% | No change | 2,110 | $717K |
| Staley Capital Advisers Inc. | 0.03% | No change | 2,100 | $713K |
| JPL Wealth Management, LLC | 0.19% | No change | 2,099 | $713K |
| Centaurus Financial, Inc. | 0.04% | Reduce -1.6% | 2,092 | $710K |
| SIMA Wealth Partners, LLC | 0.57% | Add +286.3% | 2,082 | $707K |
| Perennial Investment Advisors, LLC | 0.07% | Add +3.3% | 2,054 | $698K |
| Cibc World Market Inc. | 0.00% | No change | 2,054 | $697K |
| Douglass Winthrop Advisors, LLC | 0.01% | Reduce -4.3% | 2,040 | $693K |
| Acorn Wealth Advisors, LLC | 0.26% | No change | 2,038 | $692K |
| Members Trust Co | 0.02% | Reduce -0.5% | 2,030 | $689K |
| Exchange Traded Concepts, LLC | 0.01% | New | 2,029 | $689K |
| FORM Wealth Advisors, LLC | 0.08% | Add +18.0% | 2,026 | $688K |
| Bogart Wealth, LLC | 0.03% | Add +24.2% | 2,018 | $685K |
| Ameriflex Group, Inc. | 0.36% | Reduce -3.5% | 2,032 | $683K |
| Hurlow Wealth Management Group, Inc. | 0.19% | No change | 2,007 | $682K |
| Hohimer Wealth Management, LLC | 0.12% | No change | 1,997 | $678K |
| Fulton Bank, N.A. | 0.03% | Reduce -2.4% | 1,995 | $677K |
| Parthenon LLC | 0.08% | No change | 1,980 | $672K |
| Riverbridge Partners LLC | 0.01% | No change | 1,980 | $672K |
| SMI Advisory Services, LLC | 0.13% | New | 1,957 | $671K |
| Summit Wealth Group LLC / Co. | 0.17% | — | 1,975 | $671K |
| Accelerate Investment Advisors LLC | 0.50% | Add +11.2% | 1,973 | $670K |
| Atalanta Sosnoff Capital, LLC | 0.01% | Reduce -56.8% | 1,970 | $669K |
| Sage Private Wealth Group, LLC | 0.43% | Add +19.5% | 1,969 | $669K |
| Gilbert Capital Group, Inc. | 0.55% | — | 1,962 | $666K |
| Sowell Financial Services LLC | 0.03% | No change | 1,949 | $662K |
| Smith Salley Wealth Management | 0.04% | No change | 1,949 | $662K |
| Citizens National Bank Trust Department | 0.13% | Reduce -3.8% | 1,925 | $654K |
| Security National Bank | 0.11% | No change | 1,925 | $654K |
| Cornerstone Planning Group LLC | 0.13% | Reduce -13.4% | 1,875 | $647K |
| Mechanics Bank Trust Department | 0.09% | No change | 1,900 | $645K |
| Carter Financial Group, INC. | 0.42% | — | 1,887 | $641K |
| Alta Wealth Advisors LLC | 0.30% | Add +150.9% | 1,887 | $641K |
| Scharf Investments, LLC | 0.02% | Add +7.3% | 1,886 | $641K |
| Golden Road Advisors LLC | 0.42% | No change | 1,881 | $639K |
| Plante Moran Financial Advisors, LLC | 0.04% | Add +25.9% | 1,875 | $637K |
| Global Wealth Management, LLC | 0.35% | Add +0.3% | 1,847 | $634K |
| LCNB Corp. | 0.22% | No change | 1,865 | $633K |
| Composition Wealth, LLC | 0.01% | Add +177.3% | 1,861 | $632K |
| Heck Capital Advisors, LLC | 0.05% | New | 1,860 | $632K |
| Nicholas Hoffman & Company, LLC. | 0.02% | Reduce -1.0% | 1,860 | $632K |
| Journey Advisory Group, LLC | 0.05% | No change | 1,856 | $630K |
| Forte Asset Management LLC | 0.32% | No change | 1,855 | $630K |
| Cahaba Wealth Management, Inc. | 0.05% | Add +0.1% | 1,854 | $629K |
| Notis-McConarty Edward | 0.31% | Reduce -11.9% | 1,850 | $628K |
| Gerber Kawasaki Wealth & Investment Management | 0.02% | Add +21.3% | 1,849 | $628K |
| Houlihan Financial Resource Group, Ltd. | 0.26% | No change | 1,850 | $628K |
| Patriot Financial Group Insurance Agency, LLC | 0.07% | Add +10.4% | 1,849 | $628K |
| Pinnacle Associates Ltd. | 0.01% | No change | 1,847 | $627K |
| Signature Estate & Investment Advisors LLC | 0.01% | Add +11.4% | 1,842 | $625K |
| Cherry Creek Investment Advisors, Inc. | 0.29% | Add +0.2% | 1,840 | $625K |
| U.S. Capital Wealth Advisors, LLC | 0.02% | Reduce -3.3% | 1,836 | $623K |
| Moser Wealth Advisors, LLC | 0.30% | No change | 1,829 | $621K |
| Delta Investment Management, LLC | 0.12% | No change | 1,829 | $621K |
| Paragon Financial Partners, Inc. | 0.42% | Add +0.2% | 1,824 | $619K |
| Americana Partners, LLC | 0.02% | No change | 1,823 | $619K |
| Alcosta Capital Management, Inc. | 0.34% | Reduce -1.9% | 1,817 | $617K |
| Fermata Advisors, LLC | 0.16% | No change | 1,811 | $615K |
| Arax Advisory Partners | 0.03% | No change | 110 | $615K |
| Quadrant Private Wealth Management, LLC | 0.13% | Add +12.5% | 1,804 | $613K |
| Heritage Financial Services, LLC | 0.06% | Add +4.8% | 1,799 | $611K |
| LPWM LLC | 0.18% | Add +10.1% | 1,798 | $611K |
| BIP Wealth, LLC | 0.04% | Reduce -1.5% | 1,797 | $610K |
| TRUE Private Wealth Advisors | 0.07% | Reduce -14.2% | 1,795 | $610K |
| Diversified Portfolios, Inc. | 0.06% | No change | 1,794 | $609K |
| Sprinkle Financial Consultants LLC | 0.37% | Reduce -2.9% | 1,788 | $607K |
| Annex Advisory Services, LLC | 0.01% | Reduce -62.9% | 1,782 | $605K |
| Stock Yards Bank & Trust Co. | 0.02% | Reduce -5.1% | 1,774 | $602K |
| PACK Private Wealth, LLC | 0.32% | No change | 1,772 | $602K |
| Verdence Capital Advisors LLC | 0.04% | Reduce -5.0% | 1,766 | $600K |
| Aviance Capital Partners, LLC | 0.08% | No change | 1,766 | $600K |
| WNY Asset Management, LLC | 0.07% | Reduce -1.8% | 1,759 | $597K |
| AAF Wealth Management, LLC | 0.27% | Add +0.2% | 1,759 | $597K |
| Osborne Partners Capital Management, LLC | 0.03% | Reduce -11.4% | 1,754 | $596K |
| PFG Investments, LLC | 0.03% | Reduce -0.8% | 1,747 | $593K |
| Somerville Kurt F | 0.10% | No change | 1,744 | $592K |
| Almanack Investment Partners, LLC. | 0.09% | No change | 1,732 | $588K |
| Soltis Investment Advisors LLC | 0.05% | Add +6.2% | 1,726 | $586K |
| Ritholtz Wealth Management | 0.01% | Add +39.0% | 1,721 | $584K |
| North Berkeley Wealth Management, LLC | 0.54% | Add +3.7% | 1,719 | $584K |
| Obermeyer Wealth Partners | 0.03% | Reduce -5.3% | 1,715 | $582K |
| Avant Financial Advisors LLC | 0.48% | No change | 1,713 | $582K |
| Palisade Asset Management, LLC | 0.06% | Add +3.1% | 1,711 | $581K |
| Moss Adams Wealth Advisors LLC | 0.05% | No change | 1,711 | $581K |
| Marks Group Wealth Management, Inc | 0.05% | No change | 1,708 | $580K |
| Ted Buchan & Co | 0.23% | New | 1,705 | $579K |
| KilterHowling LLC | 0.34% | Add +0.3% | 1,702 | $578K |
| CPR Investments Inc. | 0.45% | New | 1,695 | $576K |
| Tolleson Wealth Management, Inc. | 0.10% | No change | 1,690 | $574K |
| Diversify Advisory Services, LLC | 0.02% | Add +28.2% | 1,622 | $572K |
| Ascentis Independent Advisors | 0.11% | Add +2.8% | 1,679 | $570K |
| Greenwood Gearhart LLC | 0.04% | No change | 1,673 | $568K |
| 1ST Source Bank | 0.03% | Reduce -0.7% | 1,673 | $568K |
| Nemes Rush Group LLC | 0.06% | Reduce -88.6% | 1,658 | $563K |
| Flagship Private Wealth, LLC | 0.24% | Add +0.1% | 1,654 | $562K |
| Stonebridge Financial Group, LLC | 0.05% | No change | 1,647 | $559K |
| Pure Portfolios Holdings LLC | 0.19% | Reduce -0.3% | 1,647 | $559K |
| Kelman-Lazarov, Inc. | 0.09% | Add +1.2% | 1,646 | $559K |
| Allen Mooney & Barnes Investment Advisors LLC | 0.09% | Add +0.3% | 1,632 | $554K |
| Fulton Breakefield Broenniman LLC | 0.04% | No change | 1,630 | $553K |
| Laffer Tengler Investments, Inc. | 0.12% | New | 1,626 | $552K |
| West Michigan Advisors, LLC | 0.15% | Reduce -19.7% | 1,618 | $549K |
| SeaCrest Wealth Management, LLC | 0.06% | Reduce -4.3% | 1,611 | $547K |
| FARMERS & MERCHANTS TRUST Co OF LONG BEACH | 0.12% | No change | 1,603 | $544K |
| Syon Capital LLC | 0.04% | New | 1,600 | $543K |
| Summit Wealth & Retirement Planning, Inc. | 0.15% | No change | 1,599 | $543K |
| Paradigm, Strategies in Wealth Management, LLC | 0.36% | Reduce -2.0% | 1,598 | $543K |
| Iams Wealth Management, LLC | 0.24% | New | 1,559 | $529K |
| Founders Financial Alliance, LLC | 0.12% | Reduce -4.4% | 1,556 | $528K |
| Canandaigua National Bank & Trust Co. | 0.05% | No change | 1,555 | $528K |
| Madison Asset Management, LLC | 0.01% | Add +16.2% | 1,551 | $527K |
| Pinnacle Wealth Planning Services, Inc. | 0.07% | Reduce -0.7% | 1,551 | $527K |
| Abacus Planning Group, Inc. | 0.08% | Reduce -2.0% | 1,547 | $525K |
| Northside Capital Management, LLC | 0.04% | No change | 1,546 | $525K |
| WealthPLAN Partners, LLC | 0.08% | Reduce -4.7% | 1,542 | $524K |
| Ausdal Financial Partners, Inc. | 0.03% | Add +88.3% | 1,538 | $522K |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 0.09% | No change | 1,535 | $521K |
| Columbia Bank | 0.16% | Add +53.0% | 1,525 | $520K |
| Prasad Wealth Partners, LLC | 0.15% | Add +0.3% | 1,529 | $519K |
| Geneos Wealth Management Inc. | 0.01% | Add +17.0% | 1,526 | $518K |
| Madden Advisory Services, Inc. | 0.22% | No change | 1,523 | $517K |
| NTV Asset Management LLC | 0.06% | Add +69.8% | 1,520 | $516K |
| Maple Capital Management, Inc. | 0.04% | No change | 1,518 | $515K |
| Ridgeline Wealth, LLC | 0.42% | Reduce -2.6% | 1,516 | $515K |
| Synovus Financial Corp. | 0.01% | Reduce -16.7% | 1,510 | $513K |
| Farmers National Bank | 0.13% | No change | 1,504 | $511K |
| JB Capital LLC | 0.02% | Add +0.7% | 1,500 | $509K |
| Integrated Investment Consultants, LLC | 0.10% | No change | 1,500 | $509K |
| O'Brien Wealth Partners LLC | 0.08% | No change | 1,498 | $509K |
| Sentry LLC | 0.10% | Add +0.1% | 1,497 | $508K |
| Western Wealth Management, LLC | 0.03% | No change | 1,491 | $506K |
| Proficio Capital Partners LLC | 0.03% | No change | 1,490 | $506K |
| Sax Wealth Advisors, LLC | 0.03% | New | 1,478 | $502K |
| Murphy, Middleton, Hinkle & Parker, Inc. | 0.28% | No change | 1,635 | $502K |
| Beirne Wealth Consulting Services, LLC | 0.16% | Add +42.1% | 1,469 | $499K |
| Cornerstone Wealth Management, LLC | 0.03% | No change | 1,463 | $497K |
| Country Club Bank | 0.03% | Reduce -3.1% | 1,466 | $495K |
| Claro Advisors Inc. | 0.08% | Reduce -12.2% | 1,450 | $492K |
| Curated Wealth Partners LLC | 0.06% | No change | 1,450 | $492K |
| K.J. Harrison & Partners Inc | 0.08% | No change | 1,443 | $490K |
| Sunbelt Securities, Inc. | 0.04% | Reduce -1.6% | 1,515 | $488K |
| Ancora Advisors LLC | 0.01% | Add +43.8% | 1,428 | $485K |
| Summit Asset Management, LLC | 0.08% | No change | 1,424 | $484K |
| FAS Wealth Partners, Inc. | 0.04% | Add +0.1% | 1,421 | $483K |
| Factor Wealth Management LTD | 0.13% | Reduce -1.9% | 1,419 | $482K |
| Arbor Wealth Advisors LLC | 0.39% | No change | 1,419 | $482K |
| Pennsylvania Capital Management Inc. | 0.15% | No change | 1,418 | $482K |
| LGT Financial Advisors LLC | 1.22% | Reduce -2.6% | 1,415 | $481K |
| Crewe Advisors LLC | 0.07% | Add +63.4% | 1,415 | $480K |
| World Investment Advisors | 0.01% | Reduce -1.0% | 1,415 | $480K |
| BSW Wealth Partners | 0.07% | No change | 1,406 | $477K |
| Ruggaard & Associates LLC | 0.19% | Reduce -9.7% | 1,404 | $477K |
| First Manhattan Co. Llc. | 0.00% | Reduce -5.4% | 1,404 | $477K |
| Wedbush Securities Inc. | 0.02% | Add +19.0% | 1,403 | $476K |
| Global Wealth Strategies & Associates | 0.14% | No change | 1,400 | $475K |
| Larson Financial Group LLC | 0.02% | Reduce -15.8% | 1,390 | $472K |
| Brooklyn Investment Group | 0.06% | Add +1171.6% | 1,386 | $471K |
| Quantbot Technologies LP | 0.01% | New | 1,386 | $471K |
| TD Capital Management LLC | 0.04% | Add +0.1% | 1,386 | $471K |
| Pointe Capital Management LLC | 0.24% | No change | 1,375 | $467K |
| AssuredPartners Investment Advisors, LLC | 0.11% | No change | 1,372 | $466K |
| Beaumont Financial Advisors, LLC | 0.03% | Add +0.1% | 1,368 | $464K |
| Nestegg Advisors, Inc. | 0.45% | No change | 1,368 | $464K |
| Chatham Capital Group, Inc. | 0.07% | No change | 1,358 | $461K |
| Zacks Investment Management | 0.00% | Reduce -0.3% | 1,346 | $457K |
| Fullcircle Wealth LLC | 0.17% | Reduce -4.2% | 1,317 | $457K |
| Shared Vision Wealth Group LLC | 0.23% | Add +6.0% | 1,307 | $454K |
| Blue Trust, Inc. | 0.01% | Reduce -14.9% | 1,335 | $453K |
| M3 Advisory Group, LLC | 0.31% | New | 1,332 | $452K |
| Nicolet Advisory Services, LLC | 0.04% | Reduce -74.6% | 1,312 | $448K |
| Prosperity Wealth Management, Inc. | 0.17% | Reduce -33.6% | 1,314 | $446K |
| Capital Advisors Wealth Management, LLC | 0.07% | Add +1.0% | 1,314 | $446K |
| Patton Albertson Miller Group, LLC | 0.06% | No change | 1,307 | $444K |
| First Trust Advisors LP | 0.00% | Add +32.3% | 1,307 | $444K |
| Personal Cfo Solutions, LLC | 0.08% | Add +68.5% | 1,306 | $443K |
| Cardinal Point Capital Management ULC | 0.04% | Add +33.2% | 1,304 | $443K |
| RFG Advisory, LLC | 0.01% | Reduce -48.9% | 1,302 | $442K |
| Wetzel Investment Advisors, Inc. | 0.20% | No change | 1,299 | $441K |
| Private Trust Co. NA | 0.04% | No change | 1,295 | $440K |
| Union Savings Bank | 0.20% | No change | 1,263 | $439K |
| Asset Management Group, Inc. | 0.08% | Add +0.2% | 1,278 | $434K |
| Arq Wealth Advisors, LLC | 0.15% | No change | 1,412 | $433K |
| Wellspring Financial Advisors, LLC | 0.04% | Add +0.2% | 1,272 | $432K |
| XTX Topco Ltd | 0.02% | New | 1,268 | $431K |
| Astoria Strategic Wealth, Inc. | 0.12% | No change | 1,264 | $429K |
| Baring Financial LLC | 0.32% | No change | 1,262 | $429K |
| Everest Private Wealth | 0.31% | New | 1,259 | $428K |
| Joseph Group Capital Management | 0.14% | Reduce -0.2% | 1,256 | $427K |
| LongView Wealth Management | 0.13% | Reduce -20.5% | 1,253 | $426K |
| Clark Asset Management, LLC | 0.06% | Reduce -2.4% | 1,247 | $423K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.01% | Add +6.2% | 1,245 | $423K |
| Etesian Wealth Advisors, Inc. | 0.16% | No change | 1,241 | $421K |
| Atlas Brown,Inc. | 0.14% | No change | 1,239 | $421K |
| Meeder Advisory Services, Inc. | 0.02% | Reduce -21.3% | 1,239 | $421K |
| Revolve Wealth Partners, LLC | 0.05% | Reduce -18.6% | 1,229 | $417K |
| Partners Wealth Management, LLC | 0.47% | No change | 1,352 | $416K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.06% | Reduce -0.3% | 1,224 | $416K |
| Abacus Wealth Partners, LLC | 0.06% | No change | 1,221 | $415K |
| Creegan & Nassoura Financial Group, LLC | 0.27% | No change | 1,200 | $407K |
| V2 Financial group LLC | 0.25% | No change | 1,200 | $407K |
| Generation Capital Management LLC | 0.32% | No change | 1,190 | $404K |
| WestEnd Advisors, LLC | 0.01% | Add +19.8% | 1,184 | $402K |
| Redwood Wealth Management Group, LLC | 0.18% | No change | 1,183 | $402K |
| Willow Creek Wealth Management Inc. | 0.04% | No change | 1,177 | $400K |
| Cape Cod Five Cents Savings Bank | 0.04% | No change | 1,271 | $400K |
| Rothschild Capital Partners, LLC | 0.10% | Add +0.2% | 1,170 | $397K |
| Monograph Wealth Advisors, LLC | 0.05% | New | 1,170 | $397K |
| Gilliland Jeter Wealth Management LLC | 0.13% | Reduce -0.3% | 1,170 | $397K |
| Interchange Capital Partners, LLC | 0.09% | Reduce -16.9% | 1,166 | $396K |
| SkyOak Wealth, LLC | 0.08% | No change | 1,153 | $392K |
| Baker Ellis Asset Management LLC | 0.05% | No change | 1,150 | $391K |
| Guardian Asset Advisors, LLC | 0.22% | Add +0.2% | 1,146 | $389K |
| LVW Advisors, LLC | 0.04% | No change | 1,127 | $383K |
| Venture Visionary Partners LLC | 0.01% | No change | 1,121 | $381K |
| Norden Group LLC | 0.04% | No change | 1,113 | $378K |
| Meridian Wealth Partners, LLC | 0.05% | No change | 1,111 | $377K |
| MPWM Advisory Solutions, LLC | 0.24% | No change | 1,107 | $376K |
| Chesapeake Wealth Management | 0.13% | No change | 1,107 | $376K |
| Smith Anglin Financial, LLC | 0.03% | Add +19.1% | 1,106 | $375K |
| Cherry Tree Wealth Management, LLC | 0.09% | No change | 1,102 | $374K |
| Reynders McVeigh Capital Management, LLC | 0.02% | Reduce -7.7% | 1,102 | $374K |
| Anchor Investment Management, LLC | 0.03% | Reduce -0.8% | 1,101 | $374K |
| Washington Trust Bank | 0.03% | No change | 1,095 | $372K |
| PBMares Wealth Management LLC | 0.07% | No change | 1,092 | $371K |
| Uptick Partners, LLC | 0.11% | Add +8.8% | 1,088 | $370K |
| Drake & Associates, LLC | 0.09% | No change | 1,083 | $368K |
| Main Street Financial Solutions, LLC | 0.03% | New | 1,081 | $367K |
| Aureus Asset Management, LLC | 0.02% | Reduce -5.4% | 1,078 | $366K |
| Abundance Wealth Counselors | 0.07% | Reduce -1.9% | 1,074 | $365K |
| Fortress Financial Group, LLC | 0.31% | No change | 1,070 | $363K |
| Silver Oak Advisory Group, Inc. | 0.17% | No change | 1,061 | $360K |
| Wernau Asset Management Inc. | 0.41% | No change | 1,060 | $360K |
| Encompass Wealth Advisors, LLC | 0.13% | Reduce -1.4% | 1,060 | $360K |
| Exencial Wealth Advisors, LLC | 0.01% | Add +26.7% | 1,059 | $360K |
| Madison Wealth Partners, Inc | 0.08% | Add +0.2% | 1,057 | $359K |
| EWG Elevate Inc. | 0.11% | No change | 1,051 | $357K |
| Legacy Wealth Management, LLC / MS | 0.11% | No change | 1,050 | $357K |
| Strategent Financial, LLC | 0.28% | New | 1,049 | $356K |
| Keystone Wealth Services, LLC | 0.09% | Add +0.1% | 1,049 | $356K |
| Rockport Wealth LLC | 0.08% | New | 1,048 | $356K |
| Forte Capital LLC | 0.04% | Reduce -1.9% | 1,048 | $356K |
| PGIM Custom Harvest LLC | 0.01% | New | 1,048 | $356K |
| Investmark Advisory Group LLC | 0.17% | Reduce -0.6% | 1,046 | $355K |
| Frederick Financial Consultants, LLC | 0.22% | No change | 1,041 | $353K |
| Foster & Motley Inc. | 0.02% | Reduce -0.4% | 1,036 | $352K |
| Migdal Insurance & Financial Holdings Ltd. | 0.00% | Add +3.5% | 1,033 | $351K |
| Unified Investment Management | 0.38% | No change | 1,033 | $351K |
| Bridgewater Advisors Inc. | 0.03% | No change | 1,005 | $351K |
| Lee, Kelleher & Klein Wealth Management | 0.23% | Reduce -2.0% | 1,022 | $347K |
| Avantax Planning Partners, Inc. | 0.01% | Add +10.5% | 1,021 | $347K |
| ODonnell Financial Services, LLC | 0.13% | Add +11.1% | 1,015 | $345K |
| KCM Investment Advisors LLC | 0.01% | No change | 1,012 | $344K |
| Capital Advisors Inc. | 0.01% | Add +6.3% | 1,010 | $343K |
| FFT Wealth Management LLC | 0.07% | Add +0.2% | 982 | $341K |
| Advocate Group LLC | 0.06% | No change | 1,000 | $340K |
| Parr McKnight Wealth Management Group, LLC | 0.05% | No change | 1,000 | $340K |
| Crescent Grove Advisors, LLC | 0.03% | No change | 994 | $338K |
| Adell Harriman & Carpenter Inc. | 0.02% | New | 993 | $337K |
| Parkwoods Wealth Partners, LLC | 0.19% | New | 992 | $337K |
| Gibbs Wealth Management | 0.06% | Reduce -19.1% | 990 | $336K |
| Cambridge Capital Management, LLC | 0.18% | Add +0.2% | 986 | $335K |
| WBH Advisory Inc. | 0.03% | New | 982 | $333K |
| Berkeley Capital Partners, LLC | 0.08% | No change | 980 | $333K |
| Howard Wealth Management, LLC | 0.17% | Reduce -0.1% | 977 | $332K |
| S.A. Mason LLC | 0.16% | No change | 975 | $331K |
| Range Financial Group LLC | 0.13% | No change | 974 | $331K |
| Tenon Financial LLC | 0.14% | No change | 966 | $328K |
| Advus Financial Partners, LLC | 0.08% | Add +4.1% | 965 | $328K |
| Gibson Capital, LLC | 0.06% | No change | 958 | $325K |
| Fulcrum Capital LLC | 0.07% | No change | 957 | $325K |
| Delta Asset Management LLC | 0.03% | No change | 950 | $323K |
| Mosaic Advisors LLC | 0.47% | New | 950 | $323K |
| New Republic Capital, LLC | 0.11% | No change | 949 | $322K |
| Aft, Forsyth & Company, Inc. | 0.16% | Add +0.2% | 944 | $321K |
| McAdam, LLC | 0.02% | Reduce -0.6% | 942 | $320K |
| Cyndeo Wealth Partners, LLC | 0.02% | Add +6.5% | 939 | $319K |
| NBT Bank, N.A. | 0.02% | No change | 935 | $317K |
| Concurrent Investment Advisors, LLC | 0.01% | New | 934 | $317K |
| Saxon Interests, Inc. | 0.15% | No change | 1,033 | $317K |
| Deutsche Bank AG | 0.00% | Reduce -15.7% | 932 | $316K |
| Bristlecone Advisors, LLC | 0.03% | No change | 930 | $316K |
| Rothschild Investment LLC | 0.02% | No change | 924 | $314K |
| Bedel Financial Consulting, Inc. | 0.04% | No change | 917 | $311K |
| Clear Creek Financial Management, LLC | 0.03% | Add +40.1% | 915 | $311K |
| Juncture Wealth Strategies, LLC | 0.11% | No change | 913 | $310K |
| Kelly Financial Services LLC | 0.09% | New | 904 | $307K |
| RFG - Bristol Wealth Advisors, LLC | 0.10% | Reduce -8.9% | 903 | $307K |
| Valley Forge Investment Consultants Inc. Adv | 0.10% | No change | 903 | $307K |
| AMJ Financial Wealth Management | 0.08% | No change | 903 | $307K |
| Glass Jacobson Investment Advisors llc | 0.12% | Reduce -10.6% | 901 | $306K |
| Embree Financial Group | 0.05% | No change | 895 | $304K |
| High Falls Advisors, Inc | 0.07% | New | 893 | $303K |
| Keb Asset Management, LLC | 0.08% | No change | 888 | $302K |
| Alesco Advisors, LLC, An ESL Co | 0.01% | No change | 885 | $301K |
| Accretive Wealth Partners, LLC | 0.10% | No change | 883 | $300K |
| Thrive Wealth Management, LLC | 0.05% | Reduce -14.0% | 876 | $297K |
| IPG Investment Advisors LLC | 0.06% | Add +32.6% | 875 | $297K |
| Calton & Associates, Inc. | 0.05% | No change | 875 | $297K |
| Centurion Wealth Management LLC | 0.08% | New | 872 | $296K |
| Enterprise Bank & Trust Co | 0.11% | No change | 871 | $296K |
| MidAtlantic Capital Management, Inc. | 0.21% | No change | 869 | $295K |
| Sage Rhino Capital LLC | 0.06% | No change | 868 | $295K |
| Evergreen Capital Management LLC | 0.01% | No change | 867 | $294K |
| Kanawha Capital Management LLC | 0.02% | No change | 863 | $293K |
| Principle Wealth Partners LLC | 0.02% | No change | 854 | $290K |
| Financial Alternatives, Inc | 0.19% | No change | 851 | $289K |
| Kingswood Wealth Advisors, LLC | 0.02% | Reduce -0.1% | 845 | $287K |
| Edge Financial Advisors LLC | 0.15% | No change | 842 | $286K |
| Werba Rubin Papier Wealth Management | 0.05% | Reduce -4.5% | 841 | $286K |
| Covenant Partners, LLC | 0.09% | No change | 839 | $285K |
| RAM Investment Partners, LLC | 0.06% | No change | 836 | $284K |
| Traynor Capital Management, Inc. | 0.02% | No change | 836 | $284K |
| Allred Capital Management, LLC | 0.11% | No change | 835 | $284K |
| Wealth Advisors of Iowa, LLC | 0.11% | No change | 832 | $282K |
| Greenhouse Wealth Management, LLC | 0.18% | Add +0.1% | 828 | $281K |
| Arete Wealth Advisors, LLC | 0.02% | Reduce -38.8% | 827 | $281K |
| Advisory Alpha, LLC | 0.01% | Add +0.7% | 827 | $281K |
| Bar Harbor Wealth Management | 0.02% | No change | 822 | $279K |
| Abound Wealth Management | 0.08% | Add +0.1% | 820 | $278K |
| Wealthcare Capital Partners, LLC | 0.14% | New | 816 | $277K |
| Oak Wealth Advisors LLC | 0.18% | New | 814 | $276K |
| Nwam LLC | 0.02% | Reduce -2.7% | 794 | $276K |
| BlueChip Wealth Advisors LLC | 0.11% | No change | 812 | $276K |
| Klingenstein Fields & Co. LP | 0.01% | No change | 810 | $275K |
| One Charles Private Wealth Services, LLC | 0.08% | No change | 808 | $274K |
| Beacon Harbor Wealth Advisors, Inc. | 0.07% | No change | 807 | $274K |
| Hutchinson Capital Management | 0.05% | No change | 806 | $274K |
| Melfa Wealth Management, Inc. | 0.17% | No change | 800 | $272K |
| Iowa State Bank | 0.05% | No change | 800 | $272K |
| Amplius Wealth Advisors, LLC | 0.03% | No change | 800 | $272K |
| Faithward Advisors, LLC | 0.04% | Add +10.1% | 797 | $271K |
| Isthmus Partners, LLC | 0.03% | No change | 795 | $270K |
| Builder Investment Group Inc. | 0.07% | No change | 793 | $269K |
| Marquette Associates, Inc. | 0.26% | No change | 792 | $269K |
| Stone Summit Wealth LLC | 0.08% | No change | 788 | $268K |
| MBL Wealth, LLC | 0.03% | Reduce -3.9% | 787 | $267K |
| Ingalls & Snyder LLC | 0.01% | No change | 786 | $267K |
| SageView Advisory Group, LLC | 0.01% | Reduce -1.3% | 759 | $265K |
| Lanark Financial, Inc. | 0.02% | Reduce -7.9% | 783 | $265K |
| New England Professional Planning Group Inc. | 0.12% | No change | 780 | $265K |
| New Century Financial Group, LLC | 0.31% | New | 779 | $265K |
| Family Office Research LLC | 0.12% | Add +0.1% | 772 | $262K |
| Boston Research & Management Inc. | 0.06% | No change | 768 | $261K |
| Headlands Technologies LLC | 0.03% | Reduce -11.1% | 765 | $260K |
| Lewis Asset Management, LLC | 0.12% | Add +0.1% | 762 | $259K |
| Holistic Financial Partners | 0.11% | No change | 760 | $258K |
| Highview Capital Management LLC | 0.10% | No change | 760 | $258K |
| Goldstone Financial Group, LLC | 0.03% | Reduce -89.5% | 750 | $258K |
| Rialto Wealth Management, LLC | 0.07% | No change | 754 | $256K |
| KDK Private Wealth Management, LLC | 0.27% | Add +0.1% | 754 | $256K |
| Redhawk Wealth Advisors, Inc. | 0.03% | Reduce -1.3% | 750 | $255K |
| Missouri Trust & Investment Co | 0.08% | Reduce -28.6% | 750 | $255K |
| Acorn Financial Advisory Services Inc. | 0.04% | No change | 749 | $254K |
| First Commonwealth Financial Corp | 0.05% | Reduce -10.9% | 748 | $254K |
| Purkiss Capital Advisors LLC | 0.14% | New | 747 | $254K |
| Balboa Wealth Partners | 0.05% | New | 745 | $253K |
| Parkworth Wealth Management, Inc. | 0.18% | Add +0.1% | 742 | $252K |
| XY Planning Network, Inc. | 0.09% | New | 742 | $252K |
| Calamos Advisors LLC | 0.00% | Add +5.0% | 741 | $252K |
| Allium Financial Advisors, LLC | 0.22% | No change | 732 | $249K |
| King Wealth Management Group | 0.03% | No change | 731 | $248K |
| WealthCollab, LLC | 0.14% | No change | 730 | $248K |
| Bearing Point Capital, LLC | 0.05% | No change | 730 | $248K |
| MTM Investment Management, LLC | 0.08% | Add +0.1% | 727 | $247K |
| TFR Capital, LLC. | 0.09% | No change | 725 | $246K |
| Quest Investment Management LLC | 0.03% | Reduce -17.1% | 725 | $246K |
| Boston Family Office LLC | 0.02% | No change | 725 | $246K |
| Wealth Dimensions Group, Ltd. | 0.05% | New | 724 | $246K |
| Pallas Capital Advisors LLC | 0.01% | Reduce -5.6% | 724 | $246K |
| Wealth Effects LLC | 0.09% | No change | 723 | $246K |
| Matrix Asset Advisors Inc. | 0.02% | No change | 722 | $245K |
| Financial Connections Group, Inc. | 0.10% | No change | 722 | $245K |
| Bigelow Investment Advisors, LLC | 0.11% | No change | 720 | $244K |
| EPG Wealth Management LLC | 0.07% | No change | 720 | $244K |
| GEM Asset Management, LLC | 0.13% | No change | 716 | $244K |
| Bingham Private Wealth, LLC | 0.23% | No change | 719 | $244K |
| Carmel Capital Partners, LLC | 0.09% | No change | 717 | $243K |
| Rydar Equities, Inc. | 0.19% | — | 715 | $243K |
| Rollins Financial Advisors, LLC | 0.04% | No change | 713 | $242K |
| Athena Investment Management | 0.14% | Reduce -0.8% | 712 | $242K |
| B.O.S.S. Retirement Advisors, LLC | 0.06% | Add +7.4% | 710 | $241K |
| Watts Gwilliam & Co., LLC | 0.04% | No change | 662 | $241K |
| Private Capital Management, LLC | 0.02% | No change | 708 | $241K |
| Evolution Wealth Advisors, LLC | 0.04% | No change | 704 | $239K |
| Sigma Planning Corp | 0.01% | Reduce -3.2% | 704 | $239K |
| Aspect Partners, LLC | 0.12% | No change | 702 | $238K |
| Kapstone Financial Advisors LLC | 0.12% | No change | 700 | $238K |
| State Street Corp. | 0.00% | No change | 700 | $238K |
| Wealthgarden F.S. LLC | 0.20% | Add +3.0% | 683 | $237K |
| Quadcap Wealth Management, LLC | 0.03% | No change | 696 | $236K |
| Horan Securities, Inc. | 0.08% | Add +2.5% | 696 | $236K |
| True Link Financial Advisors, LLC | 0.02% | Reduce -46.4% | 694 | $236K |
| Prairieview Wealth Partners, LLC | 0.24% | New | 692 | $235K |
| 626 Financial, LLC | 0.11% | No change | 691 | $235K |
| Fielder Capital Group LLC | 0.06% | No change | 690 | $234K |
| Intellus Advisors LLC | 0.03% | Reduce -4.4% | 688 | $234K |
| Trust Co. of Vermont | 0.01% | Add +26.5% | 687 | $233K |
| St Germain D J Co. Inc. | 0.01% | New | 687 | $233K |
| Timonier Family Office, LTD. | 0.09% | No change | 685 | $233K |
| Snowden Capital Advisors LLC | 0.01% | Reduce -38.7% | 682 | $232K |
| Summit Place Financial Advisors, LLC | 0.12% | No change | 682 | $232K |
| Simplex Trading, LLC | 0.01% | Add +614.3% | 681 | $231K |
| Fortis Capital Management LLC | 0.04% | Add +0.3% | 678 | $230K |
| Pflug Koory, LLC | 0.12% | No change | 674 | $229K |
| Twin Peaks Wealth Advisors, LLC | 0.07% | Reduce -8.7% | 648 | $229K |
| Windsor Capital Management, LLC | 0.07% | No change | 673 | $229K |
| Diversified Enterprises, LLC | 0.02% | New | 673 | $229K |
| Bailard, Inc. | 0.01% | New | 672 | $228K |
| Blue Oak Capital, LLC | 0.12% | No change | 669 | $227K |
| Millington Financial Advisors, LLC | 0.11% | New | 650 | $227K |
| My Legacy Advisors, LLC | 0.08% | New | 657 | $226K |
| Affinity Wealth Management LLC | 0.04% | No change | 665 | $226K |
| 360 Financial, Inc. | 0.07% | No change | 664 | $225K |
| Silicon Valley Capital Partners | 0.02% | Add +0.3% | 664 | $225K |
| Bond & Devick Financial Network, Inc. | 0.07% | No change | 663 | $225K |
| Moors & Cabot, Inc. | 0.01% | Add +1.5% | 663 | $225K |
| Petix & Botte Co | 0.05% | New | 658 | $223K |
| LexAurum Advisors, LLC | 0.04% | No change | 657 | $223K |
| RMR Capital Management, LLC | 0.16% | No change | 654 | $222K |
| Rathbones Group PLC | 0.00% | New | 653 | $222K |
| United Bank | 0.03% | New | 650 | $221K |
| Financial Gravity Companies, Inc. | 0.04% | — | 647 | $220K |
| Disciplined Investments, LLC | 0.09% | New | 645 | $219K |
| Gould Asset Management LLC | 0.04% | New | 644 | $219K |
| Seneschal Advisors, LLC | 0.17% | New | 643 | $218K |
| Twelve Points Wealth Management LLC | 0.06% | New | 643 | $218K |
| NWK Group, Inc. | 0.08% | No change | 640 | $217K |
| Diversify Wealth Management, LLC | 0.01% | New | 615 | $217K |
| IFG Advisory, LLC | 0.01% | New | 638 | $217K |
| Novare Capital Management LLC | 0.02% | New | 632 | $214K |
| Aspen Grove Capital, LLC | 0.04% | New | 631 | $214K |
| One Capital Management, LLC | 0.01% | Reduce -15.3% | 628 | $213K |
| Satovsky Asset Management LLC | 0.05% | New | 626 | $213K |
| Prestige Wealth Management Group LLC | 0.04% | No change | 625 | $212K |
| AGH Wealth Advisors, LLC | 0.17% | New | 625 | $212K |
| Howland Capital Management LLC | 0.01% | New | 623 | $212K |
| LS Investment Advisors, LLC | 0.03% | New | 622 | $211K |
| Freedom Day Solutions, LLC | 0.06% | New | 620 | $211K |
| Beaird Harris Wealth Management, LLC | 0.02% | Reduce -17.3% | 620 | $211K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.01% | New | 620 | $210K |
| Roberts Glore & Co. Inc. | 0.06% | New | 619 | $210K |
| Galvin, Gaustad & Stein, LLC | 0.02% | New | 617 | $210K |
| Ameritas Advisory Services, LLC | 0.01% | Reduce -51.2% | 617 | $209K |
| Virtue Capital Management, LLC | 0.04% | New | 615 | $209K |
| N.E.W. Advisory Services LLC | 0.02% | Add +7.4% | 613 | $208K |
| Resurgent Financial Advisors LLC | 0.11% | New | 612 | $208K |
| Telos Capital Management, Inc. | 0.02% | New | 612 | $208K |
| Victory Financial Group, LLC | 0.03% | New | 612 | $208K |
| Pennington Partners & Co., LLC | 0.11% | New | 607 | $206K |
| Wimmer Associates 1, LLC | 0.10% | New | 604 | $205K |
| Consolidated Portfolio Review Corp | 0.03% | New | 601 | $204K |
| LaSalle St. Investment Advisors, LLC | 0.06% | Reduce -30.2% | 603 | $204K |
| Autumn Glory Partners, LLC | 0.09% | New | 591 | $201K |
| Titleist Asset Management, LLC | 0.02% | New | 590 | $200K |
| Sterling Financial Planning, Inc. | 0.07% | New | 589 | $200K |
| Fort Sheridan Advisors LLC | 0.03% | New | 585 | $199K |
| Hemington Wealth Management | 0.03% | No change | 583 | $197K |
| Northwest Capital Management Inc | 0.10% | Add +0.2% | 551 | $187K |
| Blume Capital Management, Inc. | 0.04% | No change | 550 | $187K |
| Ritter Daniher Financial Advisory LLC / DE | 0.05% | No change | 547 | $186K |
| Dunhill Financial, LLC | 0.05% | Add +1073.9% | 540 | $184K |
| BankPlus Trust Department | 0.05% | Add +1.5% | 536 | $182K |
| Harbour Investments, Inc. | 0.00% | Add +10.8% | 533 | $181K |
| City State Bank | 0.06% | No change | 525 | $178K |
| Copia Wealth Management | 0.15% | No change | 523 | $178K |
| McIlrath & Eck, LLC | 0.02% | Add +24.8% | 508 | $172K |
| First Pacific Financial | 0.03% | Add +0.4% | 507 | $172K |
| Trifecta Capital Advisors, LLC | 0.03% | No change | 500 | $170K |
| Millstone Evans Group, LLC | 0.11% | No change | 478 | $162K |
| GAMMA Investing LLC | 0.01% | Reduce -0.2% | 451 | $153K |
| Eukles Asset Management | 0.06% | Add +15.2% | 447 | $152K |
| Creative Financial Designs Inc. | 0.01% | Reduce -14.9% | 444 | $151K |
| Stephens Consulting, LLC | 0.04% | New | 435 | $148K |
| Westside Investment Management, Inc. | 0.03% | No change | 430 | $146K |
| Family Manage LLC | 0.02% | Add +8.0% | 405 | $138K |
| Fairway Wealth LLC | 0.04% | New | 402 | $137K |
| Pin Oak Investment Advisors Inc. | 0.12% | Reduce -13.8% | 445 | $136K |
| Founders Capital Management | 0.08% | Reduce -36.1% | 395 | $134K |
| Howe & Rusling Inc. | 0.01% | Add +353.5% | 390 | $132K |
| Beacon Capital Management, LLC | 0.02% | Add +10.5% | 389 | $132K |
| Hantz Financial Services, Inc. | 0.00% | Reduce -5.2% | 382 | $130K |
| Independence Bank of Kentucky | 0.02% | Reduce -13.9% | 373 | $127K |
| Pandora Wealth, Inc. | 0.08% | No change | 371 | $126K |
| Cedar Mountain Advisors, LLC | 0.03% | No change | 368 | $125K |
| Breakwater Investment Management | 0.05% | No change | 363 | $123K |
| Pinney & Scofield, Inc. | 0.08% | No change | 360 | $122K |
| Roxbury Financial LLC | 0.12% | No change | 354 | $120K |
| BTG Pactual Asset Management US LLC | 0.02% | Add +6.3% | 353 | $120K |
| Private Wealth Asset Management, LLC | 0.02% | Add +194.0% | 341 | $116K |
| Hughes Financial Services, LLC | 0.02% | Reduce -14.6% | 327 | $114K |
| WealthShield Partners, LLC | 0.01% | Add +99.4% | 333 | $113K |
| GeoWealth Management, LLC | 0.00% | Add +19.4% | 333 | $113K |
| Center for Financial Planning, Inc. | 0.01% | No change | 332 | $113K |
| Winthrop Capital Management, LLC | 0.03% | No change | 330 | $112K |
| Stuart Chaussee & Associates, Inc. | 0.02% | No change | 320 | $109K |
| Operose Advisors LLC | 0.03% | No change | 314 | $107K |
| MorganRosel Wealth Management, LLC | 0.03% | No change | 313 | $106K |
| Paladin Advisory Group, LLC | 0.08% | No change | 308 | $105K |
| Frazier Financial Advisors, LLC | 0.07% | No change | 300 | $102K |
| Milestone Investment Advisors LLC | 0.03% | No change | 300 | $102K |
| Salomon & Ludwin, LLC | 0.01% | No change | 290 | $99K |
| Tompkins Financial Corp. | 0.01% | No change | 291 | $99K |
| Bay Harbor Wealth Management, LLC | 0.03% | New | 287 | $97K |
| Pacific Center for Financial Services | 0.03% | No change | 286 | $97K |
| Avalon Trust Co | 0.01% | New | 285 | $97K |
| Legacy Advisors, LLC | 1.42% | — | 30,467 | $90K |
| Maryland Capital Advisors Inc. | 0.03% | No change | 261 | $89K |
| HHM Wealth Advisors, LLC | 0.01% | No change | 258 | $88K |
| Colonial Trust Co / SC | 0.01% | Add +56.1% | 256 | $87K |
| JNBA Financial Advisors | 0.01% | No change | 255 | $87K |
| CX Institutional | 0.00% | Reduce -8.3% | 254 | $86K |
| Brown, Lisle/Cummings, Inc. | 0.02% | No change | 252 | $86K |
| Transce3nd, LLC | 0.04% | No change | 247 | $84K |
| Insight Inv LLC | 0.06% | No change | 245 | $83K |
| Legacy Investment Solutions, LLC | 0.04% | — | 232 | $79K |
| Legacy Wealth Managment, LLC | 0.04% | Reduce -64.5% | 232 | $79K |
| Capital Investment Advisory Services, LLC | 0.01% | No change | 227 | $77K |
| Grove Bank & Trust | 0.01% | No change | 222 | $75K |
| Kiker Wealth Management, LLC | 0.04% | No change | 218 | $74K |
| Trust Co. of Toledo NA | 0.01% | New | 215 | $73K |
| Providence Capital Advisors, LLC | 0.01% | New | 209 | $71K |
| Luminist Capital LLC | 0.06% | Reduce -7.6% | 182 | $62K |
| Medallion Wealth Advisors, LLC | 0.02% | No change | 181 | $61K |
| Cordgrass Capital Advisors, LLC | 0.02% | Add +42.4% | 178 | $60K |
| SYM FINANCIAL Corp | 0.01% | No change | 178 | $60K |
| Koesten, Hirschmann & Crabtree, INC. | 0.03% | No change | 177 | $60K |
| Cullen/Frost Bankers, Inc. | 0.00% | Reduce -63.7% | 176 | $60K |
| Horizons Wealth Management | 0.04% | No change | 170 | $58K |
| Valley National Advisers Inc. | 0.01% | No change | 170 | $57K |
| Atticus Wealth Management, LLC | 0.01% | New | 158 | $54K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.01% | No change | 157 | $53K |
| North Ridge Wealth Advisors, Inc. | 0.03% | No change | 150 | $51K |
| Aventura Private Wealth, LLC | 0.02% | No change | 146 | $50K |
| Chilton Capital Management LLC | 0.00% | No change | 145 | $49K |
| Farmers & Merchants Trust Co of Chambersburg PA | 0.02% | No change | 145 | $49K |
| Robinswood Financial LLC | 0.02% | No change | 142 | $48K |
| Marshall & Sterling Wealth Advisors Inc. | 0.03% | Add +4.7% | 134 | $46K |
| RMG Wealth Management LLC | 0.01% | — | 129 | $45K |
| Avion Wealth | 0.01% | No change | 130 | $44K |
| Oliver Lagore Vanvalin Investment Group | 0.02% | — | 143 | $44K |
| Centricity Wealth Management, LLC | 0.03% | No change | 120 | $41K |
| FSA Wealth Management LLC | 0.02% | No change | 120 | $41K |
| Golden State Wealth Management, LLC | 0.01% | Reduce -2.4% | 120 | $41K |
| NFSG Corp | 0.01% | No change | 117 | $40K |
| Crews Bank & Trust | 0.01% | No change | 116 | $39K |
| GW&K Investment Management, LLC | 0.00% | No change | 114 | $39K |
| Mb, Levis & Associates, LLC | 0.02% | No change | 114 | $39K |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 109 | $37K |
| Caldwell Sutter Capital, Inc. | 0.02% | Reduce -56.9% | 109 | $37K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 106 | $36K |
| Peachtree Investment Partners, LLC | 0.01% | No change | 105 | $36K |
| Woodside Wealth Management LLC | 0.03% | No change | 99 | $34K |
| LRI Investments, LLC | 0.00% | No change | 96 | $33K |
| Angeles Wealth Management, LLC | 0.00% | Add +11.9% | 94 | $32K |
| Cary Street Partners Investment Advisory LLC | 0.01% | Add +75.0% | 91 | $31K |
| Barnes Dennig Private Wealth Management LLC | 0.04% | No change | 90 | $31K |
| Pacifica Partners Inc. | 0.01% | Reduce -66.3% | 90 | $30K |
| Caldwell Trust Co | 0.00% | No change | 88 | $30K |
| Fourth Dimension Wealth, LLC | 0.01% | Reduce -22.3% | 87 | $29K |
| Redwood Park Advisors LLC | 0.02% | No change | 84 | $29K |
| Rossby Financial, LCC | 0.01% | No change | 82 | $28K |
| Quest 10 Wealth Builders, Inc. | 0.02% | No change | 75 | $25K |
| 1 North Wealth Services LLC | 0.01% | No change | 75 | $25K |
| Logan Capital Management Inc. | 0.00% | Reduce -88.8% | 71 | $24K |
| Arcadia Investment Management Corp. | 0.00% | No change | 70 | $24K |
| Capital A Wealth Management, LLC | 0.26% | New | 88 | $23K |
| AllSquare Wealth Management LLC | 0.01% | No change | 66 | $22K |
| Atlantic Edge Private Wealth Management, LLC | 0.01% | No change | 65 | $22K |
| Total Investment Management Inc. | 0.00% | New | 64 | $22K |
| Allspring Global Investments Holdings, LLC | 0.00% | Add +87.5% | 60 | $20K |
| Glen Eagle Advisors, LLC | 0.00% | No change | 59 | $20K |
| Victory Capital Management Inc. | 0.00% | New | 55 | $19K |
| Investment Counsel Co. of Nevada | 0.03% | No change | 50 | $17K |
| Elevation Wealth Partners, LLC | 0.01% | No change | 50 | $17K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 50 | $17K |
| Vermillion & White Wealth Management Group, LLC | 0.01% | No change | 45 | $15K |
| Tradewinds Capital Management, LLC | 0.00% | No change | 40 | $14K |
| Hoey Investments, Inc. | 0.00% | No change | 39 | $13K |
| Bangor Savings Bank | 0.00% | No change | 38 | $13K |
| Rosenberg Matthew Hamilton | 0.00% | Reduce -31.5% | 37 | $13K |
| IAG Wealth Partners, LLC | 0.00% | No change | 37 | $13K |
| Smallwood Wealth Investment Management, LLC | 0.01% | No change | 30 | $10K |
| Steph & Co. | 0.00% | No change | 30 | $10K |
| Marshall & Sullivan Inc. | 0.00% | New | 29 | $10K |
| MCF Advisors LLC | 0.00% | Reduce -19.4% | 29 | $10K |
| Piscataqua Savings Bank | 0.01% | No change | 25 | $8K |
| Strategic Investment Solutions, Inc. | 0.00% | No change | 25 | $8K |
| Angeles Investment Advisors, LLC | 0.00% | New | 23 | $8K |
| Palouse Capital Management, Inc. | 0.01% | No change | 22 | $7K |
| Barrett & Company, Inc. | 0.00% | No change | 17 | $6K |
| Lowe Wealth Advisors, LLC | 0.00% | No change | 16 | $5K |
| Kentucky Trust Co | 0.00% | New | 15 | $5K |
| National Bank of Canada | 0.00% | No change | 15 | $5K |
| Winch Advisory Services, LLC | 0.00% | No change | 12 | $4K |
| Arlington Trust Co LLC | 0.00% | No change | 11 | $4K |
| Barclays PLC | 0.00% | No change | 10 | $3K |
| Weaver Capital Management LLC | 0.00% | No change | 2 | $680 |
"% of holder's portfolio" is IWB's weight in each manager's 13F, not the share of iShares Russell 1000 ETF the manager owns.