iShares Russell 1000 ETFIWBETF
13F holders, Q3 2025 (September 30)1,421holders +29
83new positions
38sold out
6famous investors
$364.92avg. 13F price*
At the end of Q3 2025, 1,421 institutions reported holding iShares Russell 1000 ETF (IWB) in their 13F filings, up 29 from Q2 2025. 83 opened new positions and 38 sold out. The largest holders were Jones Financial Companies LLLP ($4.1B), FMR LLC ($3.6B) and Bank of America Corp. ($1.6B). 6 famous investors held it, including Paul Tudor Jones (0.0% 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 Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 83 | $39.4M |
| Exits | 38 | $23.5M |
All 13F filers, Q2 2025 → Q3 2025: 4,769,782 shares bought and 2,408,220 shares sold, net +2,361,562 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,421 holders
| Jones Financial Companies LLLP | 2.79% | Add +4.0% | 11,256,502 | $4.1B |
| FMR LLC | 0.19% | Reduce -1.6% | 9,975,372 | $3.6B |
| Bank of America Corp. | 0.12% | Reduce -7.5% | 4,408,998 | $1.6B |
| Envestnet Asset Management Inc. | 0.44% | Reduce -6.1% | 4,183,653 | $1.5B |
| Morgan Stanley | 0.07% | Add +56.7% | 2,997,789 | $1.1B |
| M&T Bank Corp | 3.48% | Reduce -3.1% | 2,833,777 | $1.0B |
| Northern Trust Corp. | 0.13% | Reduce -0.1% | 2,750,192 | $1.0B |
| LPL Financial LLC | 0.26% | Add +0.0% | 2,447,688 | $894.6M |
| PNC Financial Services Group, Inc. | 0.52% | Reduce -1.1% | 2,358,504 | $862.0M |
| Goldman Sachs Group Inc. | 0.10% | Add +2.1% | 1,817,656 | $664.3M |
| Focus Partners Wealth | 1.03% | Add +86.1% | 1,739,749 | $635.9M |
| BlackRock, Inc. | 0.01% | Add +4.2% | 1,726,172 | $630.9M |
| Wells Fargo & Company | 0.12% | Reduce -0.5% | 1,598,499 | $584.2M |
| Millburn Ridgefield LLC | 12.79% | Reduce -7.6% | 1,465,713 | $535.7M |
| Catalyst Capital Advisors LLC | 10.81% | Reduce -7.6% | 1,465,713 | $535.7M |
| Johnson Investment Counsel Inc. | 4.36% | Add +1.5% | 1,426,322 | $521.3M |
| Northwestern Mutual Wealth Management Co. | 0.33% | Reduce -2.4% | 1,337,550 | $488.8M |
| JPMorgan Chase & Co. | 0.03% | Reduce -1.7% | 1,321,355 | $482.9M |
| Bokf, NA | 7.04% | Reduce -0.7% | 1,280,053 | $467.8M |
| Captrust Financial Advisors | 0.87% | Reduce -0.5% | 1,168,590 | $427.1M |
| Pathstone Holdings, LLC | 1.63% | Reduce -0.0% | 1,164,542 | $425.6M |
| UBS Group AG | 0.07% | Reduce -5.1% | 945,211 | $345.5M |
| National Mutual Insurance Federation of Agricultural Cooperatives | 2.19% | No change | 791,000 | $289.1M |
| Mercer Global Advisors Inc. | 0.48% | Add +0.8% | 789,576 | $288.6M |
| Cerity Partners LLC | 0.45% | Add +1.1% | 757,510 | $276.9M |
| US Bancorp \de | 0.33% | Add +13.9% | 751,222 | $274.6M |
| Tiaa Trust, National Association | 0.65% | Add +31.7% | 736,306 | $268.9M |
| Legacy Wealth Management, LLC | 15.55% | Reduce -0.9% | 722,592 | $264.1M |
| Creative Planning | 0.18% | Reduce -0.4% | 655,263 | $239.5M |
| Capstone Financial Advisors, Inc. | 12.96% | Reduce -1.0% | 654,417 | $239.2M |
| Raymond James Financial Inc. | 0.07% | Add +7.7% | 624,187 | $228.1M |
| Royal Bank of Canada | 0.04% | Add +43.8% | 595,705 | $217.7M |
| Mariner, LLC | 0.25% | Reduce -0.1% | 535,599 | $195.8M |
| Comerica Bank | 0.74% | Reduce -3.4% | 534,606 | $195.4M |
| Wealth Enhancement Advisory Services, LLC | 0.29% | Reduce -3.4% | 524,376 | $192.6M |
| Ameriprise Financial Inc. | 0.04% | Add +6.1% | 480,734 | $175.7M |
| Allstate Corp. | 3.99% | Add +1077.8% | 478,415 | $174.9M |
| HighTower Advisors, LLC | 0.20% | Reduce -4.0% | 477,372 | $174.5M |
| Halbert Hargrove Global Advisors, LLC | 8.47% | Add +1.6% | 473,717 | $173.1M |
| Empower Advisory Group, LLC | 0.47% | Reduce -2.5% | 466,953 | $170.7M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.31% | Add +20.0% | 462,000 | $168.9M |
| Ieq Capital, LLC | 0.50% | Add +7.3% | 450,095 | $164.5M |
| Truist Financial Corp. | 0.21% | Reduce -0.3% | 417,587 | $152.6M |
| Red Cedar Investment Management, LLC | 17.87% | Reduce -3.9% | 417,193 | $152.5M |
| Fifth Third Bancorp | 0.44% | Reduce -3.6% | 373,521 | $136.5M |
| CIBC Private Wealth Group LLC | 0.23% | Reduce -1.1% | 364,064 | $133.1M |
| MPS Loria Financial Planners, LLC | 32.46% | Add +0.6% | 334,251 | $122.2M |
| Waverly Advisors, LLC | 1.20% | Reduce -1.0% | 328,073 | $119.9M |
| Cetera Investment Advisers | 0.14% | Add +20.9% | 324,930 | $118.8M |
| HSBC Holdings PLC | 0.07% | Reduce -12.6% | 314,542 | $115.0M |
| Bank of Montreal | 0.05% | Add +8.8% | 307,577 | $112.4M |
| McKinley Carter Wealth Services, Inc. | 5.81% | Reduce -0.4% | 302,543 | $110.6M |
| Arbor Investment Advisors, LLC | 14.00% | Reduce -13.0% | 301,629 | $110.2M |
| Johns Hopkins University | 5.39% | No change | 264,479 | $96.7M |
| Two Sigma Investments, LP | 0.15% | Add +87.5% | 257,800 | $94.2M |
| Winthrop Advisory Group LLC | 8.12% | Reduce -1.3% | 253,891 | $92.8M |
| AMG National Trust Bank | 2.20% | Reduce -0.3% | 246,924 | $90.2M |
| Baird Financial Group, Inc. | 0.14% | Reduce -0.8% | 234,432 | $85.7M |
| Ballentine Partners, LLC | 1.08% | Reduce -1.3% | 212,626 | $77.7M |
| Citigroup Inc. | 0.05% | Add +264.7% | 208,269 | $76.1M |
| Coldstream Capital Management Inc. | 1.01% | Reduce -3.2% | 206,142 | $75.3M |
| Commonwealth Equity Services, LLC | 0.10% | Reduce -5.6% | 203,708 | $74.5M |
| JFS Wealth Advisors, LLC | 4.33% | Reduce -2.0% | 202,607 | $74.0M |
| BOK Financial Private Wealth, Inc. | 4.66% | Reduce -2.8% | 202,430 | $74.0M |
| Stifel Financial Corp. | 0.07% | Add +4.7% | 198,378 | $72.5M |
| Commerce Bank | 0.40% | Reduce -2.3% | 197,007 | $72.0M |
| WASHINGTON TRUST Co | 2.34% | Reduce -0.3% | 194,872 | $71.2M |
| BNP Paribas Financial Markets | 0.05% | Reduce -1.0% | 183,673 | $67.1M |
| NorthCoast Asset Management LLC | 0.25% | Reduce -3.7% | 178,035 | $65.1M |
| Brighton Jones LLC | 1.55% | Reduce -0.5% | 176,984 | $64.7M |
| Principal Securities, Inc. | 1.06% | Reduce -1.6% | 175,983 | $64.3M |
| Osaic Holdings, Inc. | 0.09% | Add +9.0% | 178,199 | $64.1M |
| Cambridge Investment Research Advisors, Inc. | 0.18% | Reduce -0.9% | 175,000 | $64.0M |
| Wealthspire Advisors, LLC | 0.33% | Reduce -0.8% | 174,426 | $63.7M |
| Obsidian Cio, LLC | 8.29% | Reduce -2.5% | 172,890 | $63.2M |
| Bank of New York Mellon Corp | 0.01% | Reduce -0.3% | 169,024 | $61.8M |
| MML Investors Services, LLC | 0.16% | Reduce -0.2% | 166,827 | $61.0M |
| Enclave Advisors LLC | 9.29% | Reduce -3.4% | 166,363 | $60.8M |
| Brown Advisory Inc. | 0.08% | Reduce -11.1% | 164,913 | $60.3M |
| Envestnet Portfolio Solutions, Inc. | 0.21% | Reduce -10.0% | 157,372 | $57.5M |
| Schroder Investment Management Group | 0.04% | Add +6.1% | 152,560 | $55.6M |
| State Board of Administration of Florida Retirement System | 0.10% | Add +152.0% | 151,200 | $55.3M |
| Cambridge Associates LLC /Ma/ | 0.98% | Add +1.8% | 146,323 | $53.5M |
| Equitable Holdings, Inc. | 0.39% | Add +1.3% | 145,981 | $53.4M |
| Corient Private Wealth LP | 0.08% | Add +6.6% | 144,429 | $52.6M |
| JT Stratford LLC | 7.05% | Add +8.1% | 143,241 | $52.4M |
| Conservest Capital Advisors, Inc. | 4.69% | Add +0.2% | 138,709 | $50.7M |
| Choreo, LLC | 0.65% | Reduce -1.8% | 136,447 | $49.9M |
| Hippocratic Financial Advisors, LLC | 23.33% | Add +2.3% | 132,706 | $48.5M |
| Jordan Park Group LLC | 2.76% | Reduce -14.8% | 132,193 | $48.3M |
| AQR Capital Management | 0.03% | Add +36.9% | 128,530 | $47.0M |
| NewEdge Advisors, LLC | 0.21% | Add +1.5% | 125,017 | $45.7M |
| Keel Point, LLC | 2.81% | Add +0.5% | 124,893 | $45.6M |
| Rockefeller Capital Management L.P. | 0.09% | Add +1.6% | 124,194 | $45.4M |
| Trust Co | 4.61% | Add +0.9% | 123,305 | $45.1M |
| Financial Management Professionals, Inc. | 4.61% | Add +2.3% | 121,190 | $44.3M |
| DT Investment Partners, LLC | 3.75% | Reduce -5.2% | 121,144 | $44.3M |
| Nixon Peabody Trust Co. | 3.21% | Reduce -23.0% | 120,036 | $43.9M |
| Lido Advisors, LLC | 0.18% | Add +3.5% | 119,339 | $43.6M |
| Brewster Financial Planning LLC | 27.28% | Reduce -0.9% | 118,692 | $43.4M |
| American Financial Advisors, LLC | 5.39% | Reduce -2.4% | 114,488 | $41.8M |
| Wealthfront Advisers LLC | 0.10% | Reduce -2.9% | 113,071 | $41.3M |
| Aspiriant, LLC | 1.25% | Reduce -0.5% | 112,068 | $41.0M |
| Hoge Financial Services, LLC | 23.39% | Reduce -1.0% | 111,653 | $40.8M |
| Sigma Investment Counselors Inc. | 2.08% | Reduce -1.7% | 109,677 | $40.1M |
| Montag A & Associates Inc. | 1.82% | Add +1.4% | 107,845 | $39.4M |
| Whittier Trust Co. of Nevada Inc. | 0.83% | No change | 105,492 | $38.8M |
| Busey Bank | 1.07% | Reduce -1.8% | 105,188 | $38.4M |
| Beacon Pointe Advisors, LLC | 0.32% | Reduce -10.5% | 104,284 | $38.1M |
| Rhumbline Advisers | 0.03% | Reduce -25.2% | 103,401 | $37.8M |
| Constellation Investments, Inc. | 1.73% | No change | 101,441 | $37.1M |
| RTD Financial Advisors, Inc. | 4.35% | Reduce -3.3% | 98,923 | $36.2M |
| Daido Life Insurance Co. | 5.15% | Reduce -33.0% | 97,981 | $35.8M |
| St. Louis Trust Co | 4.41% | Reduce -7.5% | 96,857 | $35.4M |
| Franklin, Parlapiano, Turner & Welch, LLC | 8.90% | Reduce -4.5% | 96,416 | $35.2M |
| TFO Wealth Partners, LLC | 5.42% | No change | 91,027 | $33.3M |
| Sachem Hill LLC | 6.62% | Reduce -4.9% | 90,604 | $33.1M |
| Legacy Advisors, LLC | 4.04% | — | 89,578 | $32.7M |
| Wescott Financial Advisory Group, LLC | 2.90% | Reduce -1.1% | 88,503 | $32.3M |
| Gray Private Wealth, LLC | 16.29% | Reduce -2.0% | 88,383 | $32.3M |
| Kestra Advisory Services, LLC | 0.15% | Add +4.6% | 87,581 | $32.0M |
| Parker Investment Management, LLC | 4.37% | Reduce -0.5% | 87,533 | $32.0M |
| May Hill Capital, LLC | 9.20% | Reduce -0.3% | 85,865 | $31.4M |
| Karpus Management, Inc. | 0.99% | Add +0.4% | 85,777 | $31.3M |
| Wilmington Savings Fund Society, FSB | 0.75% | Reduce -0.4% | 85,645 | $31.3M |
| Robertson Stephens Wealth Management, LLC | 0.94% | Reduce -2.1% | 85,484 | $31.2M |
| XML Financial, LLC | 2.51% | Reduce -0.8% | 84,513 | $30.9M |
| Whittier Trust Co. | 0.35% | Reduce -0.7% | 83,515 | $30.7M |
| Allen Investment Management, LLC | 0.34% | No change | 83,454 | $30.5M |
| Stephens Inc. | 0.39% | Add +1.8% | 83,372 | $30.5M |
| NorthRock Partners, LLC | 0.53% | Add +6.5% | 80,644 | $29.5M |
| Sequoia Financial Advisors, LLC | 0.18% | Add +0.1% | 80,063 | $29.3M |
| Opus Capital Group, LLC | 3.27% | Reduce -0.7% | 79,534 | $29.1M |
| &partners | 0.19% | Add +2.4% | 79,407 | $29.1M |
| MAI Capital Management | 0.18% | Reduce -2.5% | 79,225 | $29.0M |
| Act Wealth Management, LLC | 10.01% | Add +1.7% | 78,168 | $28.6M |
| Moneta Group Investment Advisors LLC | 0.22% | Add +0.1% | 77,350 | $28.3M |
| Blair William & Co. | 0.07% | Add +0.5% | 76,613 | $28.0M |
| Sachetta, LLC | 10.40% | Reduce -0.1% | 76,454 | $27.9M |
| Neuberger Berman Group LLC | 0.02% | Reduce -15.6% | 75,480 | $27.6M |
| Quantinno Capital Management LP | 0.07% | Add +32.9% | 74,297 | $27.2M |
| Tower Research Capital LLC (TRC) | 0.74% | Add +532.3% | 73,673 | $26.9M |
| BTC Capital Management, Inc. | 1.85% | Add +2.5% | 73,305 | $26.8M |
| Clearstead Advisors, LLC | 0.38% | Reduce -0.1% | 71,155 | $26.0M |
| FineMark National Bank & Trust | 0.85% | Reduce -3.2% | 71,056 | $26.0M |
| Glenmede Investment Management, LP | 0.12% | Reduce -0.0% | 69,878 | $25.5M |
| Modera Wealth Management, LLC | 0.29% | Add +0.1% | 68,373 | $25.0M |
| Park Avenue Securities LLC | 0.19% | Reduce -2.0% | 65,705 | $24.0M |
| Mission Wealth Management, LP | 0.49% | Reduce -0.4% | 65,047 | $23.8M |
| Integrated Wealth Concepts LLC | 0.21% | Reduce -2.5% | 64,719 | $23.7M |
| Pitcairn Co. | 1.85% | Reduce -27.7% | 63,968 | $23.4M |
| Cornerstone Wealth Group, LLC | 1.56% | Reduce -2.3% | 63,390 | $23.2M |
| Franklin Resources Inc. | 0.01% | Add +17.3% | 63,119 | $23.1M |
| OneDigital Investment Advisors LLC | 0.23% | Reduce -2.1% | 62,440 | $22.8M |
| Citadel Advisors | 0.02% | Add +6.0% | 60,753 | $22.2M |
| Davis R M Inc. | 0.38% | Reduce -0.8% | 60,141 | $22.0M |
| Savant Capital, LLC | 0.13% | Add +0.7% | 60,124 | $22.0M |
| Susquehanna International Group, LLP | 0.03% | Add +8.5% | 59,426 | $21.7M |
| Paragon Capital Management LLC | 10.30% | Reduce -1.7% | 58,385 | $21.3M |
| Single Point Partners, LLC | 4.31% | Reduce -0.6% | 58,065 | $21.2M |
| Centerpoint Advisors, LLC | 6.58% | Reduce -2.3% | 58,017 | $21.2M |
| Perigon Wealth Management, LLC | 0.43% | Reduce -4.9% | 57,211 | $20.9M |
| Trust Point Inc. | 1.67% | No change | 56,664 | $20.7M |
| UMB Bank, n.a. | 0.30% | Add +8.9% | 55,846 | $20.4M |
| Austin Private Wealth, LLC | 1.53% | Reduce -1.1% | 54,251 | $19.8M |
| Mullaney, Keating & Wright, Inc. | 10.95% | Add +1.0% | 53,963 | $19.7M |
| Thrivent Financial for Lutherans | 0.04% | Add +1247.4% | 53,641 | $19.6M |
| Sentinel Wealth Management, Inc. | 16.95% | Reduce -0.6% | 53,382 | $19.5M |
| Johnson Financial Group, Inc. | 0.72% | Add +2.9% | 52,706 | $19.3M |
| Auxano Advisors, LLC | 4.09% | Reduce -1.8% | 52,688 | $19.3M |
| Orion Porfolio Solutions, LLC | 0.15% | Add +0.2% | 52,016 | $19.0M |
| SCS Capital Management LLC | 0.21% | Reduce -2.1% | 51,529 | $18.8M |
| Badgley Phelps Wealth Managers, LLC | 0.40% | Reduce -0.9% | 51,521 | $18.8M |
| Koss-Olinger Consulting, LLC | 1.54% | Add +1.3% | 54,806 | $18.6M |
| Heritage Investment Group, Inc. | 2.87% | Reduce -1.3% | 48,976 | $17.9M |
| Cresset Asset Management, LLC | 0.08% | Reduce -0.0% | 48,901 | $17.9M |
| Flow Traders U.S. LLC | 0.72% | Add +1013.1% | 48,667 | $17.8M |
| Tortoise Investment Management, LLC | 1.58% | Reduce -1.3% | 48,423 | $17.7M |
| Rice Partnership, LLC | 2.39% | Reduce -5.5% | 46,010 | $16.8M |
| Wealthcare Advisory Partners LLC | 0.34% | Reduce -2.4% | 45,042 | $16.5M |
| Glassman Wealth Services | 2.26% | Reduce -0.7% | 44,016 | $16.1M |
| Bessemer Group Inc. | 0.02% | Add +0.7% | 43,713 | $16.0M |
| Latigo Investments, LLC | 7.84% | No change | 42,556 | $15.6M |
| New England Private Wealth Advisors LLC | 2.05% | Add +0.2% | 42,538 | $15.5M |
| YHB Investment Advisors, Inc. | 1.12% | Reduce -3.0% | 41,813 | $15.3M |
| GTS Securities LLC | 0.58% | Add +87.2% | 41,284 | $15.1M |
| HB Wealth Management, LLC | 0.10% | Add +3.8% | 41,242 | $15.1M |
| Centennial Bank | 5.92% | Reduce -8.6% | 41,224 | $15.1M |
| Twin Focus Capital Partners, LLC | 1.90% | Reduce -0.7% | 40,872 | $14.9M |
| Fiducient Advisors LLC | 1.75% | Reduce -5.7% | 40,871 | $14.9M |
| JMG Financial Group, Ltd. | 0.42% | Reduce -0.6% | 40,792 | $14.9M |
| Chartist Inc. | 10.17% | — | 40,761 | $14.9M |
| Jane Street Group, LLC | 0.02% | Add +79.2% | 40,618 | $14.8M |
| TD Private Client Wealth LLC | 0.33% | Add +13.9% | 40,424 | $14.8M |
| Jaffetilchin Investment Partners, LLC | 0.87% | Add +0.2% | 39,984 | $14.6M |
| Journey Strategic Wealth LLC | 0.41% | Add +0.5% | 39,744 | $14.5M |
| Citizens Financial Group Inc. | 0.20% | Add +0.1% | 39,696 | $14.5M |
| Bradley Foster & Sargent Inc. | 0.21% | Add +1.4% | 39,562 | $14.5M |
| Clarius Group, LLC | 0.85% | No change | 39,400 | $14.4M |
| Glenview Trust Co | 0.23% | Reduce -0.2% | 39,173 | $14.3M |
| Bartlett & Co. Wealth Management LLC | 0.18% | No change | 37,839 | $13.8M |
| Nicholson Meyer Capital Management, Inc. | 10.35% | Add +0.3% | 36,848 | $13.5M |
| Fiduciary Trust Co | 0.15% | No change | 36,668 | $13.4M |
| Legal & General Group Plc | 0.00% | Reduce -64.3% | 35,380 | $12.9M |
| Janney Montgomery Scott LLC | 0.03% | Reduce -1.4% | 35,173 | $12.9M |
| Advance Capital Management, Inc. | 0.56% | Reduce -0.5% | 35,107 | $12.8M |
| Curi Capital, LLC | 0.23% | Reduce -48.1% | 34,863 | $12.7M |
| ETF Portfolio Partners, Inc. | 3.35% | Reduce -0.9% | 34,494 | $12.6M |
| Northstar Financial Companies, Inc. | 11.63% | Reduce -0.9% | 34,381 | $12.6M |
| Private Advisor Group, LLC | 0.06% | Reduce -8.9% | 34,082 | $12.5M |
| Quadrant Capital Group LLC | 0.40% | Add +27.1% | 33,568 | $12.3M |
| Smith Chas P & Associates Pa Cpas | 1.05% | Reduce -0.6% | 33,296 | $12.2M |
| Fiduciary Counselling Inc. | 31.62% | No change | 32,448 | $11.9M |
| Campion Asset Management | 8.32% | Reduce -3.6% | 32,085 | $11.7M |
| Old National Bancorp | 0.20% | Reduce -29.9% | 31,779 | $11.6M |
| Stratos Wealth Partners, LTD. | 0.14% | Add +1.1% | 31,721 | $11.6M |
| NewSquare Capital LLC | 0.78% | Reduce -2.8% | 31,362 | $11.5M |
| 1900 Wealth Management LLC | 0.76% | Reduce -43.7% | 30,501 | $11.1M |
| Fire Capital Management LLC | 6.36% | Add +3.8% | 30,290 | $11.1M |
| Circle Wealth Management, LLC | 0.21% | Add +14.0% | 29,887 | $10.9M |
| Oxford Financial Group, LTD. LLC | 0.62% | Reduce -0.8% | 29,809 | $10.9M |
| Ethos Financial Group, LLC | 0.85% | Add +0.0% | 29,537 | $10.8M |
| Atlantic Union Bankshares Corp | 0.20% | Reduce -1.3% | 29,494 | $10.8M |
| Firestone Capital Management | 2.33% | Reduce -0.4% | 29,468 | $10.8M |
| Brown Financial Advisory | 5.60% | Reduce -0.6% | 29,240 | $10.7M |
| Texas Capital Bank Wealth Management Services Inc | 0.88% | Add +0.9% | 29,126 | $10.6M |
| HBK Sorce Advisory LLC | 0.26% | Reduce -3.5% | 28,499 | $10.4M |
| Cwm, LLC | 0.03% | Reduce -39.5% | 28,445 | $10.4M |
| North Star Investment Management Corp. | 0.67% | No change | 28,310 | $10.3M |
| Aptus Capital Advisors, LLC | 0.09% | Add +0.3% | 28,026 | $10.2M |
| Silvercrest Asset Management Group LLC | 0.07% | Reduce -0.9% | 27,875 | $10.2M |
| Parkside Financial Bank & Trust | 0.78% | Reduce -0.7% | 27,433 | $10.0M |
| Cannell & Spears LLC | 0.19% | Add +0.4% | 27,200 | $9.9M |
| Turtle Creek Wealth Advisors, LLC | 0.89% | Add +2.0% | 27,162 | $9.9M |
| Sepio Capital, LP | 0.59% | Add +1.6% | 27,155 | $9.9M |
| Merit Financial Group, LLC | 0.09% | Reduce -5.7% | 26,729 | $9.8M |
| GC Wealth Management RIA, LLC | 0.32% | New | 26,218 | $9.6M |
| American National Bank & Trust | 0.94% | Reduce -2.8% | 26,193 | $9.6M |
| CM Wealth Advisors LLC | 2.49% | Reduce -5.0% | 25,891 | $9.5M |
| Summit Wealth Partners, LLC | 1.70% | Reduce -2.0% | 25,748 | $9.4M |
| Graves Light Lenhart Wealth, Inc. | 1.04% | Reduce -24.1% | 25,692 | $9.4M |
| Indiana Trust & Investment Management Co | 2.85% | No change | 25,598 | $9.4M |
| Diversified Trust Co. | 0.18% | Add +41.2% | 25,320 | $9.3M |
| Omega Financial Group, LLC | 3.09% | Reduce -2.1% | 25,104 | $9.2M |
| Humankind Investments LLC | 2.10% | No change | 25,070 | $9.2M |
| Caprock Group, LLC | 0.22% | — | 25,683 | $9.1M |
| Formulate Financial LLC | 11.25% | — | 24,827 | $9.1M |
| Arcadia Investment Advisors LLC | 4.39% | No change | 24,702 | $9.0M |
| Chilton Investment Co. Inc. | 0.18% | No change | 24,550 | $9.0M |
| Tudor Financial Inc. | 4.70% | Reduce -0.0% | 24,183 | $8.8M |
| Sanctuary Advisors, LLC | 0.05% | Reduce -0.6% | 24,178 | $8.8M |
| Alliancebernstein L.P. | 0.00% | Add +11.6% | 24,161 | $8.8M |
| Laird Norton Wetherby Wealth Management, LLC | 0.36% | Add +11.9% | 24,105 | $8.8M |
| MV Capital Management, Inc. | 0.83% | Reduce -0.7% | 23,795 | $8.7M |
| Stegner Investment Associates Inc. | 4.72% | Reduce -5.7% | 23,548 | $8.6M |
| Pure Financial Advisors, LLC | 0.14% | Reduce -1.1% | 23,548 | $8.6M |
| Litman Gregory Wealth Management LLC | 0.63% | Reduce -5.3% | 23,241 | $8.5M |
| Fort Point Capital Partners LLC | 1.07% | Reduce -2.4% | 23,054 | $8.4M |
| Relyea Zuckerberg Hanson LLC | 0.88% | Add +0.0% | 23,023 | $8.4M |
| AlTi Global, Inc. | 0.20% | Reduce -44.6% | 22,866 | $8.4M |
| Raffa Wealth Management, LLC | 1.49% | Reduce -7.0% | 22,675 | $8.3M |
| Corepath Wealth Partners LLC | 5.90% | Add +495.5% | 22,022 | $8.1M |
| Klingman & Associates, LLC | 0.41% | No change | 22,053 | $8.1M |
| Natixis Advisors, LLC | 0.01% | Reduce -1.1% | 22,011 | $8.0M |
| Ackerman Asset Management, LLC | 5.75% | No change | 21,958 | $8.0M |
| Bleakley Financial Group, LLC | 0.18% | Reduce -1.8% | 21,770 | $8.0M |
| Up Strategic Wealth Investment Advisors LLC | 5.89% | No change | 21,509 | $7.9M |
| Integrated Advisors Network LLC | 0.33% | Reduce -16.9% | 21,310 | $7.8M |
| Spire Wealth Management | 0.26% | Reduce -0.7% | 20,805 | $7.6M |
| Evanson Asset Management, LLC | 0.41% | Add +0.1% | 19,826 | $7.2M |
| Mather Group, Llc. | 0.07% | Reduce -2.8% | 19,814 | $7.2M |
| Avestar Capital, LLC | 0.51% | Reduce -9.9% | 19,699 | $7.2M |
| Retirement Income Solutions, Inc. | 1.21% | Reduce -3.1% | 19,298 | $7.1M |
| Pacific Capital Wealth Advisors, Inc. | 1.22% | No change | 19,234 | $7.0M |
| Monument Capital Management | 1.73% | Reduce -7.2% | 18,881 | $6.9M |
| Hirtle & Co., LLC | 0.27% | Reduce -1.8% | 18,749 | $6.9M |
| Two Sigma Securities, LLC | 1.01% | Add +44.4% | 18,657 | $6.8M |
| Csenge Advisory Group | 0.32% | Add +0.0% | 18,375 | $6.7M |
| Advisory Services Network, LLC | 0.10% | Add +1.8% | 18,348 | $6.7M |
| Regions Financial Corp. | 0.04% | Reduce -0.1% | 18,327 | $6.7M |
| Bensler, LLC | 0.69% | Reduce -1.4% | 18,104 | $6.6M |
| Kayne Anderson Rudnick Investment Management LLC | 0.02% | Reduce -6.2% | 17,924 | $6.6M |
| Sage Mountain Advisors LLC | 0.37% | Reduce -0.1% | 17,807 | $6.5M |
| Fca Corp. | 1.80% | Add +1.8% | 17,687 | $6.5M |
| Garde Capital, Inc. | 0.32% | Reduce -30.1% | 17,542 | $6.4M |
| Breakwater Capital Group | 0.94% | Reduce -0.3% | 17,446 | $6.4M |
| Tudor Investment Corporation | 0.04% | Reduce -12.1% | 17,356 | $6.3M |
| Roble, Belko & Company, Inc | 0.85% | No change | 17,183 | $6.3M |
| SigFig Wealth Management, LLC | 0.19% | Reduce -2.3% | 16,946 | $6.2M |
| Avior Wealth Management, LLC | 0.20% | Reduce -0.4% | 16,823 | $6.1M |
| Renaissance Technologies | 0.01% | Add +56.1% | 16,700 | $6.1M |
| Destination Wealth Management | 0.17% | Reduce -3.8% | 16,439 | $6.0M |
| Ashton Thomas Private Wealth, LLC | 0.16% | Add +3.7% | 16,382 | $6.0M |
| EverSource Wealth Advisors, LLC | 0.23% | Add +45.7% | 16,148 | $5.9M |
| Waldron Private Wealth LLC | 0.24% | Reduce -1.0% | 16,137 | $5.9M |
| B. Riley Wealth Advisors, Inc. | 0.28% | Reduce -27.5% | 16,087 | $5.9M |
| Sentinel Pension Advisors, LLC | 0.94% | Reduce -2.0% | 16,039 | $5.9M |
| Financial Engines Advisors L.L.C. | 0.01% | Add +0.9% | 15,798 | $5.8M |
| Shelton Wealth Management, LLC | 2.67% | Add +1.0% | 15,683 | $5.7M |
| Evercore Wealth Management, LLC | 0.08% | Add +0.8% | 15,680 | $5.7M |
| Topel & Distasi Wealth Management, LLC | 2.81% | Reduce -1.5% | 15,578 | $5.7M |
| Keybank National Association | 0.02% | Reduce -3.5% | 15,552 | $5.7M |
| Great Valley Advisor Group, Inc. | 0.11% | Reduce -3.1% | 15,520 | $5.7M |
| Anchor Capital Advisors LLC | 0.16% | No change | 15,509 | $5.7M |
| First Financial Bankshares Inc | 0.12% | No change | 15,483 | $5.7M |
| Aspen Capital Management, LLC | 1.42% | Reduce -1.3% | 15,254 | $5.6M |
| Florida Trust Wealth Management Co | 0.16% | No change | 15,250 | $5.6M |
| Allworth Financial LP | 0.02% | Add +1.9% | 15,192 | $5.6M |
| Strategic Investment Advisors / MI | 0.49% | Add +600.4% | 105,259 | $5.5M |
| Teachers Insurance & Annuity Association of America | 6.53% | No change | 14,967 | $5.5M |
| Lowery Thomas, LLC | 3.14% | Reduce -0.8% | 14,882 | $5.4M |
| WealthTrust Asset Management, LLC | 3.75% | Reduce -5.9% | 14,808 | $5.4M |
| Seneca Financial Advisors LLC | 1.75% | Add +0.1% | 14,679 | $5.4M |
| Summit Trail Advisors, LLC | 0.07% | Add +0.2% | 14,657 | $5.4M |
| Sound View Wealth Advisors Group, LLC | 0.37% | Add +0.9% | 14,590 | $5.3M |
| Evoke Wealth, LLC | 0.11% | Add +0.1% | 14,489 | $5.3M |
| Prospera Financial Services Inc | 0.09% | Add +8.6% | 14,445 | $5.3M |
| Consilio Wealth Advisors, LLC | 1.72% | No change | 14,358 | $5.2M |
| Texas Capital Bancshares Inc | 2.06% | Reduce -6.4% | 14,352 | $5.2M |
| Sageworth Trust Co | 0.24% | Add +2.2% | 14,270 | $5.2M |
| Highland Capital Management, LLC | 0.26% | Add +1.1% | 14,169 | $5.2M |
| T. Rowe Price Associates Inc. | 0.00% | No change | 14,136 | $5.2M |
| Baker Avenue Asset Management, LP | 0.12% | Add +1.9% | 14,097 | $5.2M |
| Rehmann Capital Advisory Group | 0.28% | Reduce -8.3% | 14,020 | $5.1M |
| Tidal Investments LLC | 0.02% | Add +11.8% | 13,916 | $5.1M |
| Lodestar Private Asset Management LLC | 0.53% | Reduce -0.1% | 13,822 | $5.1M |
| O'shaughnessy Asset Management, LLC | 0.03% | Add +6.9% | 13,810 | $5.0M |
| Old Mission Capital LLC | 0.18% | Add +331.4% | 13,700 | $5.0M |
| Compound Planning, Inc. | 0.16% | Add +0.2% | 13,639 | $5.0M |
| Chicago Partners Investment Group LLC | 0.13% | Add +0.5% | 13,126 | $4.9M |
| Fifth Third Securities, Inc. | 0.33% | Add +2.3% | 13,162 | $4.8M |
| Harbor Investment Advisory, LLC | 0.40% | Add +0.5% | 13,142 | $4.8M |
| Moisand Fitzgerald Tamayo, LLC | 0.57% | Reduce -0.3% | 13,126 | $4.8M |
| Strategic Blueprint, LLC | 0.21% | Add +1.4% | 13,121 | $4.8M |
| J.W. Cole Advisors, Inc. | 0.09% | Add +11.3% | 13,099 | $4.8M |
| IFC Advisors LLC | 0.88% | No change | 13,072 | $4.8M |
| ICONIQ Capital, LLC | 0.06% | Reduce -33.6% | 13,072 | $4.8M |
| XTX Topco Ltd | 0.25% | Add +929.5% | 13,054 | $4.8M |
| Peapack Gladstone Financial Corp. | 0.06% | Add +31.1% | 12,986 | $4.7M |
| Linscomb Wealth, Inc. | 0.20% | Reduce -2.0% | 12,985 | $4.7M |
| GM Advisory Group, LLC | 0.20% | Add +8.7% | 12,982 | $4.7M |
| Avidian Wealth Enterprises, LLC | 0.18% | Reduce -44.7% | 12,962 | $4.7M |
| Checchi Capital Advisers, LLC | 0.32% | Add +10.1% | 12,932 | $4.7M |
| Sand Hill Global Advisors, LLC | 0.17% | Reduce -1.0% | 12,905 | $4.7M |
| Apella Capital, LLC | 0.10% | Reduce -0.6% | 12,954 | $4.7M |
| Peoples Bank | 2.88% | Reduce -1.2% | 12,838 | $4.7M |
| St. Clair Advisors, LLC | 1.24% | No change | 12,789 | $4.7M |
| Summit Financial Strategies, Inc. | 0.40% | Reduce -2.0% | 12,785 | $4.7M |
| Visionary Wealth Advisors | 0.22% | Reduce -7.8% | 12,730 | $4.7M |
| Palo Alto Wealth Advisors, LLC | 1.33% | Reduce -12.7% | 12,232 | $4.6M |
| Prudential Financial Inc. | 0.01% | Reduce -19.4% | 12,496 | $4.6M |
| Intrua Financial, LLC | 0.53% | Add +3.8% | 12,490 | $4.6M |
| Valeo Financial Advisors, LLC | 0.10% | Reduce -9.4% | 12,467 | $4.6M |
| Jump Financial, LLC | 0.06% | Add +75.6% | 12,427 | $4.5M |
| Vise Technologies, Inc. | 0.17% | Reduce -17.5% | 12,241 | $4.5M |
| Elk River Wealth Management LLC | 0.71% | Reduce -2.5% | 12,205 | $4.5M |
| Hancock Whitney Corp. | 0.08% | Reduce -2.0% | 12,186 | $4.5M |
| Guyasuta Investment Advisors Inc. | 0.25% | No change | 12,095 | $4.4M |
| HRT Financial LP | 0.02% | Reduce -29.6% | 12,001 | $4.4M |
| Tocqueville Asset Management L.P. | 0.06% | Add +18.3% | 11,960 | $4.4M |
| Laird Norton Wetherby Trust Company, LLC | 0.75% | Reduce -47.3% | 11,953 | $4.4M |
| Philadelphia Trust Co. | 0.31% | No change | 11,946 | $4.4M |
| Next Capital Management LLC | 1.45% | Reduce -6.4% | 11,917 | $4.4M |
| Cherrydale Wealth Management, LLC | 1.36% | Add +0.3% | 11,879 | $4.3M |
| Capital Group Private Client Services, Inc. | 0.07% | Reduce -0.2% | 11,815 | $4.3M |
| Rwa Wealth Partners, LLC | 0.05% | Reduce -4.3% | 11,748 | $4.3M |
| Cambridge Financial Group, LLC | 1.38% | Add +141.8% | 11,717 | $4.3M |
| Parsons Capital Management Inc. | 0.24% | Add +2.6% | 11,673 | $4.3M |
| Maryland State Retirement & Pension System | 0.09% | Add +9.4% | 11,640 | $4.3M |
| United Capital Financial Advisors, LLC | 0.03% | Add +0.4% | 11,631 | $4.3M |
| Harbour Capital Advisors, LLC | 0.86% | Reduce -4.2% | 11,480 | $4.2M |
| Freestone Capital Holdings, LLC | 0.13% | No change | 11,420 | $4.2M |
| Dakota Wealth Management | 0.08% | Reduce -1.7% | 11,381 | $4.2M |
| Precedent Wealth Partners, LLC | 0.91% | Reduce -7.3% | 11,335 | $4.1M |
| Sumitomo Mitsui Trust Group, Inc. | 0.00% | Add +25.5% | 11,330 | $4.1M |
| Plancorp, LLC | 0.13% | Reduce -2.8% | 11,320 | $4.1M |
| HFG Advisors, Inc. | 3.05% | Reduce -0.1% | 11,299 | $4.1M |
| Midwest Trust Co | 0.05% | Add +29.7% | 11,288 | $4.1M |
| Vanguard Group Inc. | 0.00% | Add +15.4% | 11,234 | $4.1M |
| D.A. Davidson & Co. | 0.03% | Reduce -0.3% | 11,135 | $4.1M |
| QRG Capital Management, Inc. | 0.05% | Add +62.2% | 10,972 | $4.0M |
| Americana Partners, LLC | 0.12% | Add +499.6% | 10,930 | $4.0M |
| Belpointe Asset Management LLC | 0.15% | Add +109.2% | 10,904 | $4.0M |
| Accredited Investors Inc. | 0.22% | No change | 10,743 | $3.9M |
| Brown Brothers Harriman & Co. | 0.02% | Reduce -3.4% | 10,714 | $3.9M |
| Fsa Wealth Partners, Inc. | 1.51% | Reduce -4.7% | 10,709 | $3.9M |
| Phillips Financial Management, LLC | 0.26% | Reduce -4.3% | 10,679 | $3.9M |
| Mill Creek Capital Advisors, LLC | 0.08% | Reduce -2.2% | 10,657 | $3.9M |
| ORG Partners LLC | 0.71% | Add +0.5% | 10,475 | $3.8M |
| Ascent Group, LLC | 0.13% | Reduce -4.9% | 10,416 | $3.8M |
| Calamos Wealth Management LLC | 0.14% | Add +16.5% | 10,400 | $3.8M |
| Xponance LLC | 0.03% | Add +35.4% | 10,381 | $3.8M |
| Horizon Investment Services, LLC | 1.42% | Reduce -0.1% | 10,315 | $3.8M |
| Acadian Asset Management LLC | 0.01% | New | 10,300 | $3.8M |
| Lansing Street Advisors | 0.99% | Add +0.3% | 10,256 | $3.7M |
| MKD Wealth Coaches, LLC | 3.68% | Reduce -6.6% | 10,111 | $3.7M |
| Farther Finance Advisors, LLC | 0.06% | Add +24.3% | 9,998 | $3.7M |
| Guardian Wealth Advisors, LLC / NC | 0.24% | Reduce -20.6% | 9,931 | $3.6M |
| Evensky & Katz LLC | 0.21% | Reduce -0.4% | 9,912 | $3.6M |
| Cranbrook Wealth Management, LLC | 0.73% | Reduce -1.7% | 9,886 | $3.6M |
| One Wealth Map LLC | 1.92% | Reduce -4.2% | 9,677 | $3.6M |
| Forvis Mazars Wealth Advisors, LLC | 0.07% | Reduce -5.8% | 9,857 | $3.6M |
| Apexium Financial, LP | 0.17% | Reduce -3.6% | 9,826 | $3.6M |
| Mitchell Sinkler & Starr | 1.59% | Add +6.5% | 9,650 | $3.5M |
| G2 Capital Management, LLC / Oh | 0.88% | Reduce -0.4% | 9,578 | $3.5M |
| Crestwood Advisors Group, LLC | 0.06% | Add +18.1% | 9,575 | $3.5M |
| Haverford Trust Co | 0.03% | No change | 9,541 | $3.5M |
| Fort Washington Investment Advisors Inc. | 0.02% | Add +0.6% | 9,408 | $3.4M |
| Mainstay Capital Management LLC | 0.34% | Reduce -49.7% | 9,374 | $3.4M |
| First Western Trust Bank | 0.16% | Reduce -1.5% | 9,329 | $3.4M |
| Ellis Investment Partners, LLC | 0.61% | Reduce -1.8% | 9,300 | $3.4M |
| LMCG Investments, LLC | 0.20% | Add +8.3% | 9,185 | $3.4M |
| Genesee Capital Advisors, LLC | 1.46% | Reduce -1.2% | 9,167 | $3.4M |
| Kera Capital Partners, Inc. | 0.50% | Add +2.5% | 9,152 | $3.3M |
| Chevy Chase Trust Holdings, LLC | 0.01% | No change | 9,112 | $3.3M |
| Ashford Advisors, LLC | 0.74% | No change | 9,105 | $3.3M |
| Welch & Forbes LLC | 0.04% | No change | 9,045 | $3.3M |
| Security Financial Services, INC. | 0.53% | Reduce -0.5% | 8,906 | $3.3M |
| Lazard Asset Management LLC | 0.00% | Reduce -3.3% | 8,866 | $3.2M |
| KM Capital Management Ltd. | 1.50% | Reduce -0.2% | 8,858 | $3.2M |
| Ullmann Wealth Partners Group, LLC | 0.35% | Reduce -1.0% | 8,846 | $3.2M |
| Plum Street Advisors, LLC | 1.25% | Reduce -3.2% | 8,841 | $3.2M |
| GHP Investment Advisors, Inc. | 0.14% | Reduce -0.3% | 8,816 | $3.2M |
| Mutual Advisors, LLC | 0.07% | Add +6.8% | 8,501 | $3.1M |
| Corundum Group, Inc. | 1.28% | Add +1.5% | 8,524 | $3.1M |
| IFP Advisors, Inc | 0.08% | Add +7.6% | 8,515 | $3.1M |
| Synovus Financial Corp. | 0.04% | Add +462.8% | 8,498 | $3.1M |
| Bear Mountain Capital, Inc. | 1.02% | No change | 8,296 | $3.1M |
| SVB Wealth LLC | 0.16% | Reduce -1.3% | 8,344 | $3.0M |
| Cornerstone Advisory, LLC | 0.30% | Add +0.1% | 8,280 | $3.0M |
| Beacon Financial Group | 0.29% | Reduce -7.2% | 8,206 | $3.0M |
| Bryn Mawr Trust Advisors, LLC | 0.15% | No change | 8,124 | $3.0M |
| Red Tortoise LLC | 1.30% | Add +0.1% | 8,115 | $3.0M |
| Fiduciary Financial Group, LLC | 0.47% | Reduce -2.5% | 8,115 | $3.0M |
| Fragasso Financial Advisors Inc | 0.18% | Reduce -2.2% | 7,931 | $2.9M |
| Certuity, LLC | 0.20% | Add +0.0% | 7,957 | $2.9M |
| Hillcrest Wealth Advisors - NY, LLC | 1.30% | No change | 7,895 | $2.9M |
| Gotham Asset Management | 0.01% | Add +2.5% | 7,815 | $2.9M |
| New Wave Wealth Advisors LLC | 1.11% | Add +6.5% | 7,810 | $2.9M |
| TFC Financial Management, Inc. | 0.36% | No change | 7,764 | $2.8M |
| Smith, Moore & Co. | 0.22% | Reduce -0.4% | 7,690 | $2.8M |
| Maridea Wealth Management LLC | 0.43% | Add +33.1% | 7,513 | $2.8M |
| Riverpoint Wealth Management Holdings, LLC | 0.61% | Reduce -15.8% | 7,572 | $2.8M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.06% | No change | 7,546 | $2.8M |
| Fiera Capital Corp | 0.01% | No change | 7,542 | $2.8M |
| Ferguson Wellman Capital Management, Inc. | 0.04% | No change | 7,527 | $2.8M |
| Kovack Advisors, Inc. | 0.26% | Reduce -4.5% | 7,487 | $2.7M |
| Rosenblum Silverman Sutton S F Inc. | 0.62% | Reduce -0.2% | 7,482 | $2.7M |
| Stratos Wealth Advisors, LLC | 0.13% | Reduce -1.1% | 7,441 | $2.7M |
| Sei Investments Co. | 0.00% | Add +4.7% | 7,441 | $2.7M |
| HUB Investment Partners, LLC | 0.10% | Add +9.9% | 7,346 | $2.7M |
| Nadler Financial Group, Inc. | 0.26% | Reduce -7.6% | 7,335 | $2.7M |
| James Investment Research, Inc. | 0.29% | No change | 7,334 | $2.7M |
| McNamara Financial Services, Inc. | 0.50% | Reduce -0.8% | 7,326 | $2.7M |
| JFG Wealth Management, LLC | 0.52% | Add +0.2% | 7,303 | $2.7M |
| Brand Asset Management Group, Inc. | 0.75% | Reduce -0.6% | 7,291 | $2.7M |
| Castle Wealth Management LLC | 0.89% | Reduce -0.4% | 7,252 | $2.7M |
| CFM Wealth Partners LLC | 0.38% | Add +1.1% | 7,222 | $2.6M |
| Sage Financial Group Inc. | 0.18% | Reduce -1.6% | 7,176 | $2.6M |
| Joel Isaacson & Co., LLC | 0.09% | Add +0.1% | 7,159 | $2.6M |
| Gryphon Financial Partners LLC | 0.30% | Reduce -1.5% | 7,138 | $2.6M |
| Gemmer Asset Management LLC | 0.21% | No change | 7,098 | $2.6M |
| KMG Fiduciary Partners, LLC | 0.17% | Reduce -17.6% | 7,051 | $2.6M |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -1.7% | 7,051 | $2.6M |
| Acropolis Investment Management, LLC | 0.13% | No change | 7,558 | $2.6M |
| ZWJ Investment Counsel Inc. | 0.09% | No change | 6,982 | $2.6M |
| My Personal CFO, LLC | 0.99% | New | 6,979 | $2.6M |
| Foundation Wealth Management, LLC\PA | 0.99% | No change | 6,979 | $2.6M |
| Orrstown Financial Services Inc. | 0.43% | No change | 6,859 | $2.5M |
| Qube Research & Technologies Ltd | 0.00% | Add +99.6% | 6,823 | $2.5M |
| Connecticut Wealth Management, LLC | 0.11% | Reduce -8.9% | 6,802 | $2.5M |
| NorthCrest Asset Manangement, LLC | 0.06% | Add +1.0% | 6,742 | $2.5M |
| Rede Wealth, LLC | 1.94% | New | 6,773 | $2.5M |
| Eagle Bay Advisors LLC | 1.94% | No change | 6,773 | $2.5M |
| Mayflower Financial Advisors, LLC | 0.31% | Reduce -3.7% | 6,722 | $2.5M |
| Forum Financial Management, LP | 0.03% | No change | 6,719 | $2.5M |
| Parallel Advisors, LLC | 0.04% | Add +0.1% | 6,715 | $2.5M |
| Webster Bank, N. A. | 0.24% | No change | 6,697 | $2.4M |
| Sellwood Investment Partners LLC | 0.97% | No change | 6,690 | $2.4M |
| Dorsey & Whitney Trust CO LLC | 0.13% | No change | 6,663 | $2.4M |
| One Wealth Advisors, LLC | 0.31% | Reduce -2.1% | 6,655 | $2.4M |
| Cahill Financial Advisors Inc. | 0.28% | No change | 6,644 | $2.4M |
| TSA Wealth Managment LLC | 0.82% | Add +0.9% | 6,621 | $2.4M |
| Wick Capital Partners, LLC | 0.57% | Add +217.8% | 6,549 | $2.4M |
| Alpha Cubed Investments, LLC | 0.08% | Reduce -5.8% | 6,536 | $2.4M |
| Landaas & Co. /Wi | 0.54% | Reduce -5.0% | 6,515 | $2.4M |
| Prime Capital Investment Advisors, LLC | 0.03% | Add +3.9% | 6,489 | $2.4M |
| River Wealth Advisors LLC | 0.27% | Add +6.3% | 6,398 | $2.3M |
| Broadview Financial Management, LLC | 1.58% | Reduce -0.4% | 6,395 | $2.3M |
| Essex Financial Services, Inc. | 0.14% | Add +2.0% | 6,395 | $2.3M |
| Finley Financial, LLC | 1.08% | Reduce -3.0% | 6,385 | $2.3M |
| Bridges Investment Management Inc. | 0.03% | Reduce -70.4% | 6,381 | $2.3M |
| Allegheny Financial Group | 0.43% | Add +0.0% | 6,353 | $2.3M |
| Zhang Financial LLC | 0.09% | No change | 6,334 | $2.3M |
| Cypress Wealth Services, LLC | 0.38% | Reduce -1.1% | 6,333 | $2.3M |
| Mesirow Financial Investment Management, Inc. | 0.04% | Add +6.8% | 6,329 | $2.3M |
| Vertex Planning Partners, LLC | 0.44% | No change | 6,325 | $2.3M |
| GenWealth Group, Inc. | 0.43% | Reduce -1.2% | 6,310 | $2.3M |
| Vision Capital Management, Inc. | 0.28% | Add +13.5% | 6,159 | $2.3M |
| Assetmark, Inc. | 0.00% | Add +13.9% | 6,146 | $2.2M |
| First Horizon Corp. | 0.11% | — | 6,128 | $2.2M |
| Members Wealth LLC | 1.42% | — | 6,102 | $2.2M |
| Rossmore Private Capital | 0.24% | No change | 6,095 | $2.2M |
| Associated Banc-Corp | 0.06% | Reduce -1.5% | 5,988 | $2.2M |
| Bawa N Mallick Trust | 0.82% | No change | 5,960 | $2.2M |
| GenTrust, LLC | 0.10% | No change | 5,942 | $2.2M |
| Horst & Graben Wealth Management LLC | 0.33% | Add +0.0% | 5,939 | $2.2M |
| Berman McAleer LLC | 0.30% | — | 5,926 | $2.2M |
| Ardent Capital Management, Inc. | 0.91% | Reduce -0.5% | 5,902 | $2.2M |
| Truepoint, Inc. | 0.05% | Reduce -0.3% | 5,858 | $2.1M |
| Paul R. Ried Financial Group, LLC | 1.08% | Reduce -1.4% | 5,837 | $2.1M |
| Smithfield Trust Co | 0.09% | No change | 5,778 | $2.1M |
| Coastline Trust Co | 0.23% | No change | 5,757 | $2.1M |
| Capital City Trust Co. | 0.51% | No change | 5,757 | $2.1M |
| Marshall Financial Group Inc. | 0.58% | Reduce -0.5% | 5,755 | $2.1M |
| Manchester Capital Management LLC | 0.28% | No change | 5,662 | $2.1M |
| Arkadios Wealth Advisors | 0.05% | Add +3.3% | 5,598 | $2.0M |
| Summit Financial, LLC | 0.03% | Reduce -1.2% | 5,582 | $2.0M |
| AE Wealth Management LLC | 0.01% | Add +16.2% | 5,580 | $2.0M |
| Asset Dedication, LLC | 0.14% | Reduce -2.1% | 5,516 | $2.0M |
| Ade, LLC | 1.01% | Add +0.2% | 5,490 | $2.0M |
| Quantum Portfolio Management LLC | 0.60% | Add +82.5% | 5,480 | $2.0M |
| Auour Investments LLC | 0.65% | No change | 5,479 | $2.0M |
| Atria Investments, Inc | 0.02% | Add +34.4% | 5,475 | $2.0M |
| Tsfg, LLC | 0.32% | Reduce -9.7% | 5,473 | $2.0M |
| Foundations Investment Advisors, LLC | 0.03% | Add +9.1% | 5,461 | $2.0M |
| Kingsview Wealth Management, LLC | 0.03% | Add +99.6% | 5,422 | $2.0M |
| First Citizens Bank & Trust Co. | 0.04% | Reduce -7.1% | 5,413 | $2.0M |
| Blue Barn Wealth, LLC | 0.87% | Add +0.1% | 5,412 | $2.0M |
| Nemes Rush Group LLC | 0.20% | Add +226.3% | 5,410 | $2.0M |
| Hoxton Planning & Management, LLC | 0.64% | Reduce -9.0% | 5,405 | $2.0M |
| Townsend Asset Management Corp. /NC/ | 0.70% | Reduce -4.7% | 5,383 | $2.0M |
| Fisher Asset Management | 0.00% | Reduce -7.2% | 5,369 | $2.0M |
| Advisors Capital Management, LLC | 0.02% | Add +17.3% | 5,327 | $1.9M |
| Westshore Wealth, LLC | 0.67% | Reduce -4.0% | 5,326 | $1.9M |
| Peddock Capital Advisors, LLC | 0.42% | Add +2.7% | 5,281 | $1.9M |
| SC&H Financial Advisors, Inc. | 0.31% | Add +0.0% | 5,273 | $1.9M |
| Flputnam Investment Management Co. | 0.03% | Reduce -1.6% | 5,227 | $1.9M |
| Talisman Wealth Advisors LLC | 1.58% | Add +0.1% | 5,223 | $1.9M |
| Lee Danner & Bass Inc. | 0.14% | Reduce -3.0% | 5,210 | $1.9M |
| Lunt Capital Management, Inc. | 0.73% | Add +3.0% | 5,193 | $1.9M |
| Detalus Advisors, LLC | 0.49% | Reduce -1.9% | 5,179 | $1.9M |
| Sharkey, Howes & Javer | 0.24% | Add +0.2% | 5,139 | $1.9M |
| Legacy Edge Advisors, LLC | 0.22% | Add +1.1% | 5,119 | $1.9M |
| Simmons Bank | 0.12% | Reduce -1.1% | 5,108 | $1.9M |
| Carrera Capital Advisors | 0.33% | Add +0.3% | 5,050 | $1.8M |
| Keebeck Wealth Management | 0.22% | Add +2.6% | 5,048 | $1.8M |
| Smartleaf Asset Management LLC | 0.11% | Add +9.7% | 5,051 | $1.8M |
| Wesbanco Bank Inc. | 0.05% | Add +0.3% | 5,013 | $1.8M |
| Focus Partners Advisor Solutions, LLC | 0.02% | Add +13.2% | 4,944 | $1.8M |
| Fiduciary Wealth Partners, LLC | 0.77% | Add +0.0% | 5,009 | $1.8M |
| VestGen Advisors, LLC | 0.06% | Add +2.0% | 4,996 | $1.8M |
| AdvisorNet Financial, Inc | 0.10% | Add +2.3% | 4,953 | $1.8M |
| Peck Wealth Management, LLC | 1.72% | — | 4,911 | $1.8M |
| Wedmont Private Capital | 0.07% | Add +0.1% | 4,834 | $1.8M |
| Oppenheimer & Co. Inc. | 0.02% | Reduce -3.9% | 4,851 | $1.8M |
| Ground Swell Capital, LLC | 3.89% | Add +70.3% | 4,840 | $1.8M |
| Westmount Partners, LLC | 0.46% | No change | 4,819 | $1.8M |
| Tiemann Investment Advisors, LLC | 0.67% | No change | 4,810 | $1.8M |
| Sightline Wealth Advisors, LLC | 0.79% | Add +0.1% | 4,799 | $1.8M |
| Vanguard Personalized Indexing Management, LLC | 0.02% | Reduce -0.2% | 4,779 | $1.7M |
| Argent Trust Co | 0.06% | No change | 4,772 | $1.7M |
| 17 Capital Partners, LLC | 0.95% | Reduce -2.0% | 4,758 | $1.7M |
| Morton Capital Management LLC | 0.28% | No change | 4,730 | $1.7M |
| CFS Investment Advisory Services, LLC | 0.13% | Reduce -3.2% | 4,649 | $1.7M |
| Parisi Gray Wealth Management | 0.45% | Reduce -6.0% | 4,724 | $1.7M |
| Wealth Alliance, LLC | 0.18% | Reduce -0.5% | 4,723 | $1.7M |
| Focus Financial Network, Inc. | 0.06% | No change | 4,703 | $1.7M |
| Capital Asset Advisory Services LLC | 0.07% | Reduce -2.3% | 4,654 | $1.7M |
| Axxcess Wealth Management, LLC | 0.04% | Reduce -2.3% | 4,654 | $1.7M |
| LBJ Family Wealth Advisors, Ltd. | 0.92% | Add +0.2% | 4,636 | $1.7M |
| Ausdal Financial Partners, Inc. | 0.08% | Add +201.2% | 4,632 | $1.7M |
| Procyon Advisors, LLC | 0.10% | Reduce -4.5% | 4,612 | $1.7M |
| Independent Financial Group, LLC | 0.04% | Add +9.8% | 4,602 | $1.7M |
| First Financial Corp. | 0.66% | No change | 4,597 | $1.7M |
| Meridian Wealth Management, LLC | 0.06% | Add +6.3% | 4,593 | $1.7M |
| Dynamic Advisor Solutions LLC | 0.05% | Reduce -8.6% | 4,574 | $1.7M |
| Roundview Capital LLC | 0.11% | No change | 4,570 | $1.7M |
| IFG Advisors, LLC | 0.27% | Add +4.4% | 4,559 | $1.7M |
| Certified Advisory Corp | 0.16% | Reduce -1.4% | 4,543 | $1.7M |
| Advisor Resource Council | 2.24% | Reduce -0.7% | 4,539 | $1.7M |
| Frank, Rimerman Advisors LLC | 0.11% | No change | 4,535 | $1.7M |
| Cadence Bank | 0.10% | No change | 4,528 | $1.7M |
| Grandfield & Dodd, LLC | 0.09% | No change | 4,523 | $1.7M |
| Crestmont Private Wealth LLC | 0.55% | No change | 4,522 | $1.7M |
| Andrews, Lucia Wealth Management LLC | 0.99% | Reduce -3.0% | 4,501 | $1.6M |
| Stordahl Capital Management, Inc. | 0.34% | No change | 4,474 | $1.6M |
| Eq LLC | 0.55% | Reduce -3.0% | 4,456 | $1.6M |
| Capital International Investors | 0.00% | Add +25.3% | 4,437 | $1.6M |
| Optivise Advisory Services LLC | 0.96% | Reduce -44.7% | 4,405 | $1.6M |
| Morris Financial Concepts, Inc. | 0.58% | Reduce -0.1% | 4,399 | $1.6M |
| Savvy Advisors, Inc. | 0.07% | Add +15.3% | 4,393 | $1.6M |
| Absolute Capital Management, LLC | 0.69% | Reduce -1.8% | 4,389 | $1.6M |
| Connable Office Inc. | 0.15% | Add +87.9% | 4,380 | $1.6M |
| SouthState Bank Corp | 0.07% | Add +10.6% | 4,378 | $1.6M |
| Equitable Trust Co. | 0.07% | No change | 4,317 | $1.6M |
| Fifth Third Wealth Advisors LLC | 0.06% | Add +0.8% | 4,301 | $1.6M |
| Balance Wealth Partners LLC | 0.39% | Reduce -0.5% | 4,278 | $1.6M |
| Global Retirement Partners, LLC | 0.03% | Reduce -1.2% | 4,253 | $1.6M |
| First Business Financial Services, Inc. | 0.14% | Reduce -23.9% | 4,244 | $1.6M |
| James J. Burns & Company, LLC | 0.23% | Reduce -6.6% | 4,238 | $1.5M |
| Leavell Investment Management, Inc. | 0.07% | No change | 4,221 | $1.5M |
| Vishria Bird Financial Group, LLC | 0.30% | No change | 4,182 | $1.5M |
| Callan Family Office, LLC | 0.05% | Add +0.9% | 4,154 | $1.5M |
| Hilltop Holdings Inc. | 0.08% | Add +4.0% | 4,115 | $1.5M |
| NewEdge Wealth, LLC | 0.02% | Reduce -1.3% | 4,031 | $1.5M |
| Pacific Financial Group Inc. | 1.09% | No change | 4,043 | $1.5M |
| Benjamin Edwards Inc. | 0.02% | Reduce -3.6% | 4,036 | $1.5M |
| Neumann Capital Management, LLC | 0.42% | Reduce -0.0% | 3,938 | $1.4M |
| Key Financial Inc | 0.27% | Add +4.3% | 3,922 | $1.4M |
| McCarthy Asset Management, Inc. | 0.92% | Add +0.5% | 3,935 | $1.4M |
| Transcend Capital Advisors, LLC | 0.10% | Reduce -4.3% | 3,884 | $1.4M |
| GQG Partners LLC | 0.00% | Add +9.1% | 3,879 | $1.4M |
| Graver Capital Management, LLC | 1.19% | No change | 3,878 | $1.4M |
| Balentine LLC | 0.05% | No change | 3,868 | $1.4M |
| Pinnacle Financial Partners Inc | 0.03% | No change | 3,813 | $1.4M |
| SOL Capital Management CO | 0.12% | No change | 3,806 | $1.4M |
| Eagle Strategies LLC | 0.19% | Reduce -1.0% | 3,804 | $1.4M |
| Tanager Wealth Management LLP | 0.15% | No change | 3,800 | $1.4M |
| Kestra Private Wealth Services, LLC | 0.02% | Add +1.6% | 3,798 | $1.4M |
| Rockwood Wealth Management, LLC | 0.11% | No change | 3,753 | $1.4M |
| Sagespring Wealth Partners, LLC | 0.03% | Reduce -0.6% | 3,738 | $1.4M |
| Cypress Capital Group | 0.16% | Add +1.6% | 3,737 | $1.4M |
| Montecito Bank & Trust | 0.21% | — | 3,699 | $1.4M |
| Kendall Capital Management | 0.30% | No change | 3,692 | $1.3M |
| Petredis Investment Advisors LLC | 0.11% | No change | 3,684 | $1.3M |
| Strategic Wealth Partners, Ltd. | 0.10% | Add +0.8% | 3,657 | $1.3M |
| Rovin Capital /Ut/ | 0.37% | Add +3.7% | 3,638 | $1.3M |
| Valmark Advisers, Inc. | 0.02% | Reduce -0.4% | 3,621 | $1.3M |
| Ellevest, Inc. | 0.19% | Add +2.0% | 3,613 | $1.3M |
| Choate Investment Advisors | 0.03% | Reduce -3.9% | 3,606 | $1.3M |
| Hilltop National Bank | 0.32% | No change | 3,568 | $1.3M |
| Heritage Wealth Advisors | 0.06% | No change | 3,548 | $1.3M |
| Legacy Capital Wealth Partners, LLC | 0.28% | Add +32.1% | 3,543 | $1.3M |
| Whitegate Investment Counselors, Inc. | 0.43% | No change | 3,543 | $1.3M |
| W.H. Cornerstone Investments Inc. | 0.79% | Reduce -1.8% | 3,542 | $1.3M |
| Optimist Retirement Group LLC | 0.58% | No change | 3,542 | $1.3M |
| Uniting Wealth Partners, LLC | 0.30% | New | 3,523 | $1.3M |
| Brookstone Capital Management | 0.02% | Reduce -1.2% | 3,496 | $1.3M |
| Wealthstream Advisors, Inc. | 0.19% | No change | 3,489 | $1.3M |
| Syverson Strege & Co | 0.30% | Reduce -7.5% | 3,482 | $1.3M |
| Landmark Wealth Management, LLC | 0.50% | Reduce -2.0% | 3,476 | $1.3M |
| Vawter Financial, Ltd. | 0.57% | New | 3,443 | $1.3M |
| Aspen Investment Management Inc | 0.49% | No change | 3,442 | $1.3M |
| Ofc Financial Planning, LLC | 1.24% | Reduce -0.7% | 3,439 | $1.3M |
| FSM Wealth Advisors, LLC | 0.18% | Add +3.8% | 3,435 | $1.3M |
| Soundwatch Capital LLC | 0.20% | Reduce -18.3% | 3,426 | $1.3M |
| Flaharty Asset Management, LLC | 0.16% | No change | 3,425 | $1.3M |
| Ti-Trust, Inc. | 0.79% | No change | 3,419 | $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. | 1.11% | Add +0.3% | 3,385 | $1.2M |
| Brandywine Oak Private Wealth LLC | 0.11% | No change | 3,373 | $1.2M |
| Instrumental Wealth, LLC | 0.86% | Reduce -5.5% | 3,301 | $1.2M |
| ARK & TLK Investments, LLC | 0.39% | Reduce -51.8% | 3,331 | $1.2M |
| AlphaCore Capital LLC | 0.04% | Reduce -0.4% | 3,328 | $1.2M |
| Patten & Patten Inc. | 0.07% | New | 3,328 | $1.2M |
| Bollard Group LLC | 0.03% | Add +0.2% | 3,326 | $1.2M |
| Benchmark Financial Wealth Advisors, LLC | 0.36% | Add +0.2% | 3,304 | $1.2M |
| Gries Financial LLC | 0.19% | No change | 3,288 | $1.2M |
| Note Advisors, LLC | 0.71% | No change | 3,267 | $1.2M |
| Lowe Brockenbrough & Co. Inc. | 0.06% | Reduce -1.2% | 3,265 | $1.2M |
| Legacy Private Trust Co. | 0.07% | No change | 3,264 | $1.2M |
| Regimen Wealth, LLC | 0.35% | Add +0.3% | 3,263 | $1.2M |
| DHJJ Financial Advisors, Ltd. | 0.40% | Add +0.0% | 3,228 | $1.2M |
| Warren Street Wealth Advisors, LLC | 0.35% | Reduce -3.0% | 3,215 | $1.2M |
| CreativeOne Wealth, LLC | 0.03% | Reduce -16.7% | 3,205 | $1.2M |
| GPS Wealth Strategies Group, LLC | 0.12% | Add +0.4% | 3,186 | $1.2M |
| Meridian Wealth Advisors, LLC | 0.17% | Add +1.1% | 3,185 | $1.2M |
| Spinnaker Trust | 0.06% | No change | 3,165 | $1.2M |
| McClarren Financial Advisors, Inc. | 0.71% | Reduce -49.0% | 1,615 | $1.2M |
| Kickstand Ventures, Llc. | 0.25% | Reduce -3.5% | 3,155 | $1.2M |
| Waters Parkerson & Co., LLC | 0.06% | No change | 3,150 | $1.2M |
| Retirement Planning Group, LLC | 0.04% | Add +3.9% | 3,147 | $1.2M |
| Bluespring Wealth Management, LLC | 0.10% | Reduce -0.3% | 3,143 | $1.1M |
| Wealth Architects, LLC | 0.11% | No change | 3,121 | $1.1M |
| Capital Investment Advisors, LLC | 0.02% | Add +25.2% | 3,109 | $1.1M |
| Patten Group, Inc. | 0.22% | Reduce -2.1% | 3,104 | $1.1M |
| Semitam Bonam LLC | 1.01% | Reduce -2.8% | 3,097 | $1.1M |
| Cozad Asset Management Inc. | 0.09% | Reduce -0.3% | 3,076 | $1.1M |
| Waterfront Wealth Inc. | 0.23% | Reduce -1.9% | 3,066 | $1.1M |
| Tritonpoint Wealth, LLC | 0.10% | Add +43.0% | 3,067 | $1.1M |
| Nicolet Bankshares Inc. | 0.18% | No change | 3,057 | $1.1M |
| Oldfather Financial Services, LLC | 0.35% | No change | 3,042 | $1.1M |
| Cortland Associates Inc. | 0.13% | No change | 3,038 | $1.1M |
| Flagship Harbor Advisors, LLC | 0.05% | Add +3.5% | 3,001 | $1.1M |
| Chandler Asset Management, Inc. | 0.18% | No change | 3,000 | $1.1M |
| Denver PWM, LLC | 0.34% | No change | 3,222 | $1.1M |
| Simplicity Wealth,LLC | 0.06% | Add +8.8% | 2,985 | $1.1M |
| Ancora Advisors LLC | 0.02% | Add +108.5% | 2,978 | $1.1M |
| Greenleaf Trust | 0.01% | Reduce -0.1% | 2,967 | $1.1M |
| Larson Financial Group LLC | 0.04% | Add +112.7% | 2,957 | $1.1M |
| True North Advisors, LLC | 0.17% | New | 2,953 | $1.1M |
| Mittelman Wealth Management | 0.71% | Add +25.5% | 2,952 | $1.1M |
| Carnegie Investment Counsel | 0.02% | No change | 2,952 | $1.1M |
| Venturi Wealth Management, LLC | 0.05% | No change | 2,945 | $1.1M |
| CJM Wealth Advisers, Ltd. | 0.33% | Reduce -7.3% | 2,926 | $1.1M |
| Heartwood Wealth Advisors LLC | 0.10% | No change | 2,913 | $1.1M |
| Simon Quick Advisors, LLC | 0.05% | Add +19.2% | 2,908 | $1.1M |
| Orgel Wealth Management, LLC | 0.02% | No change | 2,907 | $1.1M |
| Capital Advisors, Ltd. LLC | 0.12% | Add +0.4% | 2,906 | $1.1M |
| Tandem Capital Management Corp. | 0.49% | No change | 2,895 | $1.1M |
| Fi3 FINANCIAL ADVISORS, LLC | 0.35% | No change | 2,867 | $1.0M |
| Henrickson Nauta Wealth Advisors, Inc. | 0.33% | No change | 2,866 | $1.0M |
| West Paces Advisors Inc. | 0.21% | No change | 2,840 | $1.0M |
| Meritage Portfolio Management | 0.07% | No change | 2,824 | $1.0M |
| DAVENPORT & Co LLC | 0.01% | Add +0.1% | 2,824 | $1.0M |
| Penobscot Wealth Management | 0.33% | Reduce -3.3% | 2,800 | $1.0M |
| Mgo One Seven LLC | 0.02% | Reduce -12.3% | 2,782 | $1.0M |
| MA Private Wealth | 0.17% | Reduce -3.3% | 2,778 | $1.0M |
| Avity Investment Management Inc. | 0.07% | Reduce -0.0% | 2,763 | $1.0M |
| Facet Wealth, Inc. | 0.02% | Reduce -0.1% | 2,755 | $1.0M |
| Segment Wealth Management, LLC | 0.06% | No change | 2,751 | $1.0M |
| IHT Wealth Management, LLC | 0.03% | Add +8.8% | 2,746 | $1.0M |
| Cornerstone Advisors Asset Management, LLC | 0.17% | Reduce -65.1% | 2,737 | $1.0M |
| Enzi Wealth | 0.35% | No change | 2,757 | $1000K |
| Firethorn Wealth Partners, LLC | 0.39% | Reduce -0.8% | 2,721 | $995K |
| Boston Trust Walden Corp | 0.01% | No change | 2,705 | $989K |
| First National Trust Co | 0.03% | No change | 2,700 | $987K |
| LGL Partners, LLC | 0.42% | Add +0.3% | 2,690 | $983K |
| Hemenway Trust Co LLC | 0.07% | Reduce -3.3% | 2,670 | $976K |
| Legacy Trust | 0.19% | Reduce -2.6% | 2,665 | $974K |
| MassMutual Private Wealth & Trust, FSB | 0.02% | Reduce -2.1% | 2,662 | $973K |
| Gladstone Institutional Advisory LLC | 0.04% | Reduce -0.1% | 2,639 | $965K |
| 5T Wealth, LLC | 0.42% | Add +13.3% | 2,638 | $964K |
| Shepherd Financial Partners LLC | 0.09% | No change | 2,627 | $960K |
| Prosperity Consulting Group, LLC | 0.05% | Add +4.1% | 2,609 | $954K |
| Tradition Wealth Management, LLC | 0.07% | Reduce -2.7% | 2,607 | $953K |
| Deroy & Devereaux Private Investment Counsel Inc. | 0.05% | No change | 2,570 | $939K |
| LCNB Corp. | 0.33% | Add +37.5% | 2,565 | $937K |
| Azimuth Capital Investment Management LLC | 0.03% | Reduce -2.1% | 2,556 | $934K |
| RMR Wealth Builders | 0.08% | Reduce -7.2% | 2,548 | $931K |
| Betterment LLC | 0.00% | Reduce -14.1% | 2,540 | $928K |
| ONE Advisory Partners, LLC | 0.28% | Reduce -0.3% | 2,542 | $925K |
| Northstar Group, Inc. | 0.14% | No change | 2,529 | $924K |
| Dynasty Wealth Management, LLC | 0.01% | Reduce -71.6% | 2,526 | $923K |
| Apollon Wealth Management, LLC | 0.02% | Reduce -3.2% | 2,523 | $922K |
| Westbourne Investment Advisors, Inc. | 0.25% | No change | 2,500 | $914K |
| Modern Wealth Management, LLC | 0.02% | Add +7.2% | 2,500 | $914K |
| Philip James Wealth Mangement, LLC | 0.11% | Reduce -38.0% | 2,463 | $900K |
| Sunbelt Securities, Inc. | 0.06% | Add +62.3% | 2,459 | $899K |
| Regal Investment Advisors LLC | 0.06% | Reduce -3.0% | 2,458 | $898K |
| CENTRAL TRUST Co | 0.02% | No change | 2,456 | $898K |
| Falcon Wealth Planning | 0.08% | Add +0.8% | 2,446 | $894K |
| Courier Capital LLC | 0.05% | Reduce -1.1% | 2,444 | $893K |
| Strategic Advisors LLC | 0.14% | New | 2,427 | $887K |
| ShoreHaven Wealth Partners, LLC | 0.33% | Reduce -5.6% | 2,424 | $886K |
| Vista Capital Partners, Inc. | 0.09% | No change | 2,420 | $884K |
| NWF Advisory Services Inc. | 0.10% | Add +0.2% | 2,416 | $883K |
| Vestmark Advisory Solutions, Inc. | 0.02% | Reduce -62.7% | 2,413 | $882K |
| Burke & Herbert Bank & Trust Co. | 0.19% | No change | 2,407 | $880K |
| Kelman-Lazarov, Inc. | 0.13% | Add +46.0% | 2,403 | $878K |
| Transatlantique Private Wealth LLC | 0.29% | No change | 2,389 | $873K |
| Penney Financial, LLC | 0.39% | No change | 2,380 | $870K |
| Mycio Wealth Partners, LLC | 0.20% | Add +0.1% | 2,374 | $868K |
| Willis Johnson & Associates, Inc. | 0.05% | Add +4.5% | 2,367 | $865K |
| Tranquility Partners, LLC | 0.29% | Add +4.4% | 2,358 | $862K |
| Imprint Wealth LLC | 2.74% | — | 2,344 | $857K |
| Headinvest, LLC | 0.18% | Reduce -4.1% | 2,340 | $855K |
| Gutierrez Wealth Advisory, LLC | 0.55% | Add +0.3% | 2,336 | $854K |
| Unique Wealth, LLC | 0.13% | Add +0.0% | 2,335 | $853K |
| Topsail Wealth Management, LLC | 0.14% | No change | 2,334 | $853K |
| Paces Ferry Wealth Advisors, LLC | 0.35% | Add +0.2% | 2,321 | $848K |
| Signaturefd, LLC | 0.01% | Add +0.5% | 2,303 | $842K |
| Vontobel Holding Ltd. | 0.00% | No change | 2,300 | $841K |
| Manhattan West Asset Management, LLC | 0.18% | No change | 2,293 | $838K |
| Sage Private Wealth Group, LLC | 0.46% | Add +16.1% | 2,285 | $835K |
| Verum Partners LLC | 0.18% | Add +0.1% | 2,280 | $833K |
| Next Level Private LLC | 0.24% | Add +0.3% | 2,257 | $832K |
| HM Payson & Co. | 0.01% | No change | 2,272 | $830K |
| Old North State Wealth Management, LLC | 0.39% | Add +0.3% | 2,269 | $829K |
| Flagstar Securities, Inc. | 0.25% | Reduce -26.6% | 2,264 | $827K |
| Salem Investment Counselors Inc. | 0.02% | No change | 2,240 | $819K |
| Composition Wealth, LLC | 0.01% | Add +20.3% | 2,238 | $818K |
| Harbor Group, Inc. | 0.13% | Add +0.1% | 2,232 | $816K |
| Consolidated Portfolio Review Corp | 0.10% | Add +271.1% | 2,230 | $815K |
| BLB&B Advisors, LLC | 0.04% | No change | 2,224 | $813K |
| LWM Advisory Services, LLC | 0.47% | Add +1.1% | 2,219 | $811K |
| Hollencrest Capital Management | 0.03% | No change | 2,208 | $807K |
| Quantbot Technologies LP | 0.02% | Add +59.1% | 2,205 | $806K |
| Kohmann Bosshard Financial Services, LLC | 0.08% | Add +0.1% | 2,205 | $806K |
| First American Trust, FSB | 0.06% | Add +0.2% | 2,201 | $804K |
| Synergy Investment Management, LLC | 0.31% | No change | 2,194 | $802K |
| Planwiser Financial, LLC | 0.63% | Reduce -0.7% | 2,137 | $799K |
| Centaurus Financial, Inc. | 0.04% | Add +4.2% | 2,180 | $797K |
| Kavar Capital Partners Group, LLC | 0.11% | No change | 2,167 | $792K |
| StoneX Group Inc. | 0.03% | Reduce -31.4% | 2,153 | $787K |
| Heritage Financial Services, LLC | 0.07% | Add +19.3% | 2,146 | $784K |
| IFS Advisors, LLC | 0.46% | No change | 2,141 | $782K |
| WealthPlan Investment Management, LLC | 0.05% | No change | 2,125 | $777K |
| Annex Advisory Services, LLC | 0.02% | Add +19.2% | 2,124 | $776K |
| SOA Wealth Advisors, LLC. | 0.13% | Add +0.1% | 2,124 | $776K |
| Moneco Advisors, LLC | 0.06% | Add +0.2% | 2,118 | $774K |
| Portland Global Advisors LLC | 0.09% | No change | 2,117 | $774K |
| Blankinship & Foster, LLC | 0.17% | No change | 2,110 | $771K |
| Eastern Bank | 0.01% | Reduce -1.2% | 2,109 | $771K |
| Buttonwood Financial Advisors Inc. | 0.26% | Reduce -3.4% | 2,103 | $769K |
| Staley Capital Advisers Inc. | 0.03% | No change | 2,100 | $768K |
| JPL Wealth Management, LLC | 0.18% | No change | 2,099 | $767K |
| Headlands Technologies LLC | 0.06% | Add +173.1% | 2,089 | $763K |
| SIMA Wealth Partners, LLC | 0.58% | No change | 2,082 | $761K |
| Cibc World Market Inc. | 0.00% | Add +0.1% | 2,056 | $751K |
| Douglass Winthrop Advisors, LLC | 0.01% | No change | 2,040 | $746K |
| Acorn Wealth Advisors, LLC | 0.23% | No change | 2,038 | $745K |
| Perennial Investment Advisors, LLC | 0.06% | Reduce -0.9% | 2,036 | $744K |
| Bogart Wealth, LLC | 0.03% | Add +0.1% | 2,019 | $738K |
| Hurlow Wealth Management Group, Inc. | 0.19% | No change | 2,007 | $734K |
| Fulton Bank, N.A. | 0.03% | No change | 1,995 | $729K |
| United Asset Strategies, Inc. | 0.06% | Reduce -6.7% | 1,993 | $728K |
| Hohimer Wealth Management, LLC | 0.10% | Reduce -0.8% | 1,980 | $724K |
| Parthenon LLC | 0.08% | No change | 1,980 | $724K |
| Riverbridge Partners LLC | 0.01% | No change | 1,980 | $724K |
| Accelerate Investment Advisors LLC | 0.49% | Add +0.3% | 1,979 | $723K |
| Norden Group LLC | 0.07% | Add +77.1% | 1,971 | $720K |
| Smith Salley Wealth Management | 0.04% | No change | 1,949 | $712K |
| USA Financial Formulas | 0.12% | Reduce -16.3% | 1,939 | $709K |
| Gilbert Capital Group, Inc. | 0.55% | Reduce -1.3% | 1,937 | $708K |
| NTV Asset Management LLC | 0.08% | Add +27.0% | 1,930 | $705K |
| Members Trust Co | 0.02% | Reduce -4.9% | 1,930 | $705K |
| First Trust Advisors LP | 0.00% | Add +46.7% | 1,917 | $701K |
| Citizens National Bank Trust Department | 0.12% | Reduce -1.3% | 1,900 | $694K |
| Mechanics Bank Trust Department | 0.10% | No change | 1,900 | $694K |
| Laffer Tengler Investments, Inc. | 0.13% | Add +16.4% | 1,892 | $691K |
| SMI Advisory Services, LLC | 0.13% | Reduce -4.1% | 1,877 | $690K |
| Golden Road Advisors LLC | 0.40% | No change | 1,881 | $687K |
| Patriot Financial Group Insurance Agency, LLC | 0.09% | Add +1.6% | 1,878 | $686K |
| Plante Moran Financial Advisors, LLC | 0.04% | No change | 1,875 | $685K |
| Security National Bank | 0.10% | Reduce -3.2% | 1,863 | $681K |
| Heck Capital Advisors, LLC | 0.05% | No change | 1,860 | $680K |
| Nicholas Hoffman & Company, LLC. | 0.02% | No change | 1,860 | $680K |
| Journey Advisory Group, LLC | 0.05% | No change | 1,856 | $678K |
| Cahaba Wealth Management, Inc. | 0.05% | Add +0.1% | 1,855 | $678K |
| Forte Asset Management LLC | 0.33% | No change | 1,855 | $678K |
| Clear Creek Financial Management, LLC | 0.06% | Add +102.6% | 1,854 | $678K |
| Gerber Kawasaki Wealth & Investment Management | 0.02% | Add +0.1% | 1,851 | $677K |
| Global Wealth Management, LLC | 0.36% | Add +0.3% | 1,852 | $677K |
| Pinnacle Associates Ltd. | 0.01% | No change | 1,847 | $675K |
| Cherry Creek Investment Advisors, Inc. | 0.29% | Add +0.2% | 1,844 | $674K |
| Crewe Advisors LLC | 0.06% | Add +29.5% | 1,833 | $670K |
| Delta Investment Management, LLC | 0.12% | No change | 1,829 | $668K |
| Paragon Financial Partners, Inc. | 0.42% | Add +0.2% | 1,827 | $668K |
| Alta Wealth Advisors LLC | 0.24% | Reduce -3.5% | 1,820 | $665K |
| Alcosta Capital Management, Inc. | 0.36% | No change | 1,817 | $664K |
| Main Street Financial Solutions, LLC | 0.04% | Add +68.1% | 1,817 | $664K |
| Atalanta Sosnoff Capital, LLC | 0.01% | Reduce -8.0% | 1,812 | $662K |
| World Investment Advisors | 0.01% | Add +28.0% | 1,811 | $662K |
| Soltis Investment Advisors LLC | 0.05% | Add +4.5% | 1,803 | $659K |
| Diversified Portfolios, Inc. | 0.06% | Add +0.4% | 1,801 | $658K |
| LPWM LLC | 0.18% | No change | 1,798 | $657K |
| TRUE Private Wealth Advisors | 0.07% | No change | 1,795 | $656K |
| Verdence Capital Advisors LLC | 0.04% | Reduce -1.5% | 1,740 | $654K |
| Quadrant Private Wealth Management, LLC | 0.12% | Reduce -0.9% | 1,787 | $653K |
| Stock Yards Bank & Trust Co. | 0.02% | No change | 1,774 | $648K |
| PACK Private Wealth, LLC | 0.31% | No change | 1,772 | $648K |
| BIP Wealth, LLC | 0.03% | Reduce -1.6% | 1,768 | $646K |
| Aviance Capital Partners, LLC | 0.08% | No change | 1,766 | $645K |
| Cornerstone Planning Group LLC | 0.10% | Reduce -7.7% | 1,730 | $644K |
| AAF Wealth Management, LLC | 0.29% | Add +0.2% | 1,762 | $644K |
| Sprinkle Financial Consultants LLC | 0.36% | Reduce -1.4% | 1,762 | $644K |
| WNY Asset Management, LLC | 0.06% | Add +0.1% | 1,760 | $643K |
| Osborne Partners Capital Management, LLC | 0.03% | No change | 1,754 | $641K |
| U.S. Capital Wealth Advisors, LLC | 0.02% | Reduce -4.7% | 1,749 | $639K |
| Somerville Kurt F | 0.11% | No change | 1,744 | $637K |
| Almanack Investment Partners, LLC. | 0.10% | No change | 1,732 | $633K |
| PFG Investments, LLC | 0.03% | Reduce -0.9% | 1,731 | $633K |
| Marks Group Wealth Management, Inc | 0.06% | Add +1.0% | 1,725 | $630K |
| Operose Advisors LLC | 0.16% | Add +449.0% | 1,724 | $630K |
| Fermata Advisors, LLC | 0.16% | Reduce -5.0% | 1,720 | $629K |
| North Berkeley Wealth Management, LLC | 0.50% | No change | 1,719 | $628K |
| Obermeyer Wealth Partners | 0.03% | No change | 1,715 | $627K |
| Avant Financial Advisors LLC | 0.47% | No change | 1,713 | $626K |
| Palisade Asset Management, LLC | 0.06% | No change | 1,711 | $625K |
| Moss Adams Wealth Advisors LLC | 0.05% | No change | 1,711 | $625K |
| KilterHowling LLC | 0.35% | Add +0.2% | 1,706 | $624K |
| Madison Asset Management, LLC | 0.01% | Add +9.7% | 1,701 | $622K |
| West Michigan Advisors, LLC | 0.15% | Add +5.0% | 1,699 | $621K |
| Tolleson Wealth Management, Inc. | 0.10% | No change | 1,690 | $618K |
| Edgestream Partners, L.P. | 0.02% | Reduce -35.2% | 1,688 | $617K |
| Ascentis Independent Advisors | 0.10% | Add +0.1% | 1,681 | $614K |
| Greenwood Gearhart LLC | 0.04% | No change | 1,673 | $611K |
| Diversify Advisory Services, LLC | 0.02% | Reduce -0.1% | 1,621 | $607K |
| Notis-McConarty Edward | 0.28% | Reduce -10.8% | 1,650 | $603K |
| Pure Portfolios Holdings LLC | 0.19% | No change | 1,647 | $602K |
| Stonebridge Financial Group, LLC | 0.05% | No change | 1,647 | $602K |
| Pinnacle Wealth Planning Services, Inc. | 0.07% | Add +6.1% | 1,646 | $602K |
| Allen Mooney & Barnes Investment Advisors LLC | 0.09% | Add +0.3% | 1,636 | $598K |
| Murphy, Middleton, Hinkle & Parker, Inc. | 0.29% | No change | 1,635 | $598K |
| Pine Haven Investment Counsel, Inc | 0.43% | New | 1,630 | $596K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -79.1% | 1,628 | $595K |
| Black Diamond Financial, LLC | 0.07% | New | 1,618 | $591K |
| JB Capital LLC | 0.03% | Add +7.8% | 1,617 | $591K |
| 1ST Source Bank | 0.03% | Reduce -3.5% | 1,615 | $590K |
| Midland Wealth Advisors, LLC | 0.03% | Reduce -29.8% | 1,608 | $588K |
| FARMERS & MERCHANTS TRUST Co OF LONG BEACH | 0.12% | No change | 1,603 | $586K |
| Syon Capital LLC | 0.03% | No change | 1,600 | $585K |
| Summit Wealth & Retirement Planning, Inc. | 0.14% | No change | 1,599 | $584K |
| Paradigm, Strategies in Wealth Management, LLC | 0.37% | No change | 1,598 | $584K |
| Carter Financial Group, INC. | 0.35% | Reduce -16.4% | 1,578 | $577K |
| Fulton Breakefield Broenniman LLC | 0.04% | Reduce -3.7% | 1,570 | $574K |
| Integrated Investment Consultants, LLC | 0.10% | Add +3.9% | 1,558 | $569K |
| Canandaigua National Bank & Trust Co. | 0.05% | No change | 1,555 | $568K |
| Northside Capital Management, LLC | 0.05% | No change | 1,546 | $565K |
| WealthPLAN Partners, LLC | 0.08% | No change | 1,542 | $564K |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 0.09% | No change | 1,535 | $561K |
| Prasad Wealth Partners, LLC | 0.16% | Add +0.3% | 1,533 | $560K |
| Geneos Wealth Management Inc. | 0.01% | Add +0.1% | 1,528 | $558K |
| Ridgeline Wealth, LLC | 0.41% | Reduce -0.1% | 1,515 | $554K |
| Cornerstone Wealth Management, LLC | 0.03% | Add +3.1% | 1,508 | $551K |
| Proficio Capital Partners LLC | 0.04% | No change | 1,490 | $545K |
| O'Brien Wealth Partners LLC | 0.07% | Reduce -0.7% | 1,488 | $544K |
| Sax Wealth Advisors, LLC | 0.03% | Add +0.1% | 1,479 | $541K |
| Ritholtz Wealth Management | 0.01% | Reduce -14.1% | 1,479 | $541K |
| Western Wealth Management, LLC | 0.03% | Reduce -0.9% | 1,478 | $540K |
| Signature Estate & Investment Advisors LLC | 0.01% | Reduce -19.8% | 1,477 | $540K |
| First National Bank of Omaha | 0.03% | New | 1,477 | $540K |
| Beirne Wealth Consulting Services, LLC | 0.13% | No change | 1,469 | $537K |
| KCM Investment Advisors LLC | 0.02% | Add +44.8% | 1,465 | $535K |
| K.J. Harrison & Partners Inc | 0.08% | No change | 1,443 | $530K |
| Curated Wealth Partners LLC | 0.06% | No change | 1,450 | $530K |
| Sentry LLC | 0.13% | Reduce -3.2% | 1,449 | $529K |
| SeaCrest Wealth Management, LLC | 0.06% | Reduce -12.2% | 1,414 | $522K |
| CPR Investments Inc. | 0.36% | Reduce -15.9% | 1,425 | $521K |
| Summit Asset Management, LLC | 0.08% | No change | 1,424 | $520K |
| Factor Wealth Management LTD | 0.13% | Add +0.3% | 1,423 | $520K |
| Arbor Wealth Advisors LLC | 0.39% | No change | 1,419 | $519K |
| FAS Wealth Partners, Inc. | 0.04% | Reduce -0.1% | 1,419 | $518K |
| Pennsylvania Capital Management Inc. | 0.15% | No change | 1,418 | $518K |
| LGT Financial Advisors LLC | 1.11% | Reduce -0.3% | 1,410 | $515K |
| BSW Wealth Partners | 0.06% | No change | 1,406 | $514K |
| First Manhattan Co. Llc. | 0.00% | No change | 1,404 | $513K |
| Ruggaard & Associates LLC | 0.19% | Reduce -0.1% | 1,403 | $513K |
| Abacus Planning Group, Inc. | 0.07% | Reduce -9.4% | 1,402 | $512K |
| Global Wealth Strategies & Associates | 0.13% | No change | 1,400 | $512K |
| Becker Capital Management Inc. | 0.01% | New | 1,392 | $509K |
| Farmers National Bank | 0.12% | Reduce -7.5% | 1,392 | $509K |
| TD Capital Management LLC | 0.05% | Add +0.1% | 1,387 | $507K |
| Crescent Grove Advisors, LLC | 0.05% | Add +39.5% | 1,387 | $507K |
| Country Club Bank | 0.03% | Reduce -5.5% | 1,385 | $505K |
| Pointe Capital Management LLC | 0.25% | No change | 1,375 | $503K |
| Beaumont Financial Advisors, LLC | 0.03% | Add +0.1% | 1,369 | $500K |
| Flagship Private Wealth, LLC | 0.20% | Reduce -17.4% | 1,367 | $500K |
| Chatham Capital Group, Inc. | 0.07% | No change | 1,358 | $496K |
| Partners Wealth Management, LLC | 0.49% | No change | 1,352 | $494K |
| Nestegg Advisors, Inc. | 0.44% | Reduce -1.2% | 1,352 | $494K |
| Zacks Investment Management | 0.00% | Add +0.1% | 1,348 | $493K |
| Claro Advisors Inc. | 0.07% | Reduce -7.2% | 1,346 | $492K |
| PGIM Custom Harvest LLC | 0.01% | Add +28.4% | 1,346 | $492K |
| AssuredPartners Investment Advisors, LLC | 0.11% | Reduce -2.7% | 1,335 | $488K |
| M3 Advisory Group, LLC | 0.30% | Add +0.2% | 1,335 | $488K |
| Coastal Bridge Advisors, LLC | 0.04% | Reduce -43.6% | 1,334 | $488K |
| Klingenstein Fields & Co. LP | 0.02% | Add +64.7% | 1,334 | $488K |
| Blue Trust, Inc. | 0.01% | Reduce -1.1% | 1,320 | $482K |
| Shared Vision Wealth Group LLC | 0.20% | No change | 1,307 | $479K |
| Patton Albertson Miller Group, LLC | 0.06% | No change | 1,307 | $478K |
| Prosperity Wealth Management, Inc. | 0.16% | Reduce -0.7% | 1,305 | $477K |
| Cary Street Partners Financial LLC | 0.01% | Reduce -41.2% | 1,304 | $477K |
| Wetzel Investment Advisors, Inc. | 0.20% | No change | 1,299 | $475K |
| Fullcircle Wealth LLC | 0.17% | Reduce -2.5% | 1,284 | $475K |
| RFG Advisory, LLC | 0.01% | Reduce -0.8% | 1,291 | $472K |
| Maple Capital Management, Inc. | 0.03% | Reduce -15.1% | 1,289 | $471K |
| Nicolet Advisory Services, LLC | 0.04% | Reduce -2.3% | 1,282 | $471K |
| Asset Management Group, Inc. | 0.08% | Add +0.2% | 1,281 | $468K |
| Brooklyn Investment Group | 0.06% | No change | 1,386 | $468K |
| Astoria Strategic Wealth, Inc. | 0.12% | No change | 1,264 | $462K |
| Everest Private Wealth | 0.29% | No change | 1,259 | $460K |
| Krilogy Financial LLC | 0.02% | New | 1,230 | $456K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.01% | Add +0.2% | 1,248 | $456K |
| Abacus Wealth Partners, LLC | 0.07% | Add +2.0% | 1,246 | $455K |
| Etesian Wealth Advisors, Inc. | 0.15% | No change | 1,241 | $454K |
| Atlas Brown,Inc. | 0.13% | No change | 1,239 | $453K |
| Juncture Wealth Strategies, LLC | 0.15% | Add +35.2% | 1,234 | $451K |
| Madden Advisory Services, Inc. | 0.19% | Reduce -19.2% | 1,230 | $450K |
| Meeder Advisory Services, Inc. | 0.02% | Reduce -1.4% | 1,221 | $446K |
| Creegan & Nassoura Financial Group, LLC | 0.28% | No change | 1,200 | $439K |
| V2 Financial group LLC | 0.24% | No change | 1,200 | $439K |
| Joseph Group Capital Management | 0.12% | Reduce -4.5% | 1,199 | $438K |
| Generation Capital Management LLC | 0.32% | No change | 1,190 | $435K |
| Thrive Wealth Management, LLC | 0.07% | Add +35.4% | 1,186 | $433K |
| Rothschild Capital Partners, LLC | 0.10% | Add +0.3% | 1,173 | $429K |
| Monograph Wealth Advisors, LLC | 0.04% | No change | 1,170 | $428K |
| Founders Financial Alliance, LLC | 0.08% | Reduce -24.9% | 1,169 | $427K |
| Interchange Capital Partners, LLC | 0.08% | No change | 1,166 | $426K |
| Gilliland Jeter Wealth Management LLC | 0.13% | Reduce -0.4% | 1,165 | $426K |
| Octavia Wealth Advisors, LLC | 0.04% | New | 1,164 | $425K |
| Redwood Wealth Management Group, LLC | 0.18% | Reduce -1.7% | 1,163 | $425K |
| Wellspring Financial Advisors, LLC | 0.04% | Reduce -8.9% | 1,159 | $424K |
| Capital Advisors Wealth Management, LLC | 0.06% | Reduce -12.2% | 1,154 | $422K |
| SkyOak Wealth, LLC | 0.08% | Reduce -0.1% | 1,152 | $421K |
| Guardian Asset Advisors, LLC | 0.23% | Add +0.3% | 1,149 | $420K |
| Red Door Wealth Management, LLC | 0.04% | Reduce -69.1% | 1,147 | $419K |
| London Co. of Virginia | 0.00% | Reduce -88.9% | 1,140 | $417K |
| Clark Asset Management, LLC | 0.05% | Reduce -9.0% | 1,135 | $415K |
| Willow Creek Wealth Management Inc. | 0.03% | Reduce -3.6% | 1,135 | $415K |
| LVW Advisors, LLC | 0.04% | No change | 1,127 | $412K |
| Venture Visionary Partners LLC | 0.01% | No change | 1,121 | $410K |
| Meridian Wealth Partners, LLC | 0.06% | No change | 1,111 | $406K |
| MPWM Advisory Solutions, LLC | 0.24% | No change | 1,107 | $405K |
| Anchor Investment Management, LLC | 0.03% | Add +0.2% | 1,103 | $403K |
| LongView Wealth Management | 0.11% | Reduce -12.0% | 1,103 | $403K |
| Cherry Tree Wealth Management, LLC | 0.09% | No change | 1,102 | $403K |
| Chesapeake Wealth Management | 0.12% | Reduce -0.5% | 1,101 | $402K |
| Baker Ellis Asset Management LLC | 0.05% | Reduce -4.3% | 1,100 | $402K |
| Drake & Associates, LLC | 0.08% | Reduce -0.4% | 1,079 | $400K |
| Cape Cod Five Cents Savings Bank | 0.04% | No change | 1,271 | $400K |
| PBMares Wealth Management LLC | 0.06% | No change | 1,092 | $399K |
| Wedbush Securities Inc. | 0.01% | Reduce -22.5% | 1,087 | $397K |
| Washington Trust Bank | 0.03% | Reduce -1.2% | 1,082 | $395K |
| Baring Financial LLC | 0.27% | Reduce -14.3% | 1,081 | $395K |
| Uptick Partners, LLC | 0.10% | Reduce -0.8% | 1,079 | $394K |
| Aureus Asset Management, LLC | 0.03% | No change | 1,078 | $394K |
| Fortress Financial Group, LLC | 0.30% | Reduce -0.6% | 1,064 | $389K |
| Exencial Wealth Advisors, LLC | 0.01% | Add +0.3% | 1,062 | $388K |
| Wernau Asset Management Inc. | 0.40% | No change | 1,060 | $387K |
| Encompass Wealth Advisors, LLC | 0.13% | No change | 1,060 | $387K |
| Silver Oak Advisory Group, Inc. | 0.18% | No change | 1,061 | $387K |
| Madison Wealth Partners, Inc | 0.08% | No change | 1,057 | $386K |
| Investmark Advisory Group LLC | 0.17% | Add +0.8% | 1,054 | $385K |
| EWG Elevate Inc. | 0.12% | Add +0.2% | 1,053 | $385K |
| Keystone Wealth Services, LLC | 0.08% | Add +0.1% | 1,050 | $384K |
| Strategent Financial, LLC | 0.27% | No change | 1,049 | $383K |
| Rockport Wealth LLC | 0.08% | No change | 1,048 | $383K |
| Frederick Financial Consultants, LLC | 0.21% | No change | 1,041 | $380K |
| Foster & Motley Inc. | 0.02% | No change | 1,036 | $379K |
| Migdal Insurance & Financial Holdings Ltd. | 0.00% | No change | 1,033 | $378K |
| Unified Investment Management | 0.38% | No change | 1,033 | $378K |
| Lee, Kelleher & Klein Wealth Management | 0.23% | No change | 1,022 | $374K |
| Avantax Planning Partners, Inc. | 0.01% | No change | 1,021 | $373K |
| Sowell Financial Services LLC | 0.01% | Reduce -47.9% | 1,015 | $371K |
| Investors Research Corp | 0.07% | Reduce -83.5% | 1,013 | $370K |
| Bridgewater Advisors Inc. | 0.03% | No change | 1,005 | $369K |
| Abundance Wealth Counselors | 0.06% | Reduce -6.2% | 1,007 | $368K |
| Saxon Interests, Inc. | 0.14% | No change | 1,033 | $366K |
| Advocate Group LLC | 0.06% | No change | 1,000 | $365K |
| Parr McKnight Wealth Management Group, LLC | 0.05% | No change | 1,000 | $365K |
| Columbia Bank | 0.10% | Reduce -34.6% | 997 | $364K |
| Adell Harriman & Carpenter Inc. | 0.02% | No change | 993 | $363K |
| Cambridge Capital Management, LLC | 0.17% | Add +0.3% | 989 | $361K |
| FFT Wealth Management LLC | 0.07% | Add +0.1% | 983 | $359K |
| WBH Advisory Inc. | 0.03% | Reduce -0.3% | 979 | $358K |
| Howard Wealth Management, LLC | 0.16% | Add +0.1% | 978 | $358K |
| Cardinal Point Capital Management ULC | 0.03% | Reduce -24.8% | 981 | $357K |
| S.A. Mason LLC | 0.16% | No change | 975 | $356K |
| Range Financial Group LLC | 0.13% | No change | 974 | $356K |
| NovaPoint Capital, LLC | 0.09% | New | 967 | $353K |
| Tenon Financial LLC | 0.18% | No change | 966 | $353K |
| Gibson Capital, LLC | 0.06% | No change | 958 | $350K |
| Fulcrum Capital LLC | 0.07% | No change | 957 | $350K |
| Squarepoint Ops LLC | 0.00% | New | 955 | $349K |
| Gibbs Wealth Management | 0.08% | Reduce -3.7% | 953 | $348K |
| Reynders McVeigh Capital Management, LLC | 0.02% | Reduce -13.6% | 952 | $348K |
| Glass Jacobson Investment Advisors llc | 0.13% | Add +5.7% | 952 | $348K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.04% | Reduce -22.3% | 951 | $348K |
| Delta Asset Management LLC | 0.03% | No change | 950 | $347K |
| New Republic Capital, LLC | 0.11% | No change | 949 | $347K |
| McAdam, LLC | 0.02% | No change | 942 | $344K |
| Cyndeo Wealth Partners, LLC | 0.02% | Reduce -0.1% | 938 | $343K |
| NBT Bank, N.A. | 0.02% | No change | 935 | $342K |
| Aft, Forsyth & Company, Inc. | 0.16% | Reduce -1.4% | 931 | $340K |
| Bristlecone Advisors, LLC | 0.03% | No change | 930 | $340K |
| Advus Financial Partners, LLC | 0.08% | Reduce -3.9% | 927 | $339K |
| Concurrent Investment Advisors, LLC | 0.01% | Reduce -0.8% | 927 | $339K |
| Rothschild Investment LLC | 0.02% | Reduce -0.3% | 921 | $337K |
| Townsquare Capital LLC | 0.05% | New | 919 | $336K |
| Bedel Financial Consulting, Inc. | 0.04% | No change | 917 | $335K |
| ODonnell Financial Services, LLC | 0.12% | Reduce -9.9% | 914 | $334K |
| Revolve Wealth Partners, LLC | 0.04% | Reduce -25.6% | 914 | $334K |
| Deutsche Bank AG | 0.00% | Reduce -1.9% | 914 | $334K |
| Valley Forge Investment Consultants Inc. Adv | 0.10% | No change | 903 | $330K |
| AMJ Financial Wealth Management | 0.08% | No change | 903 | $330K |
| Advisory Alpha, LLC | 0.01% | Add +8.2% | 895 | $329K |
| Centurion Wealth Management LLC | 0.07% | Add +3.0% | 898 | $328K |
| WestEnd Advisors, LLC | 0.01% | Reduce -24.2% | 897 | $328K |
| Embree Financial Group | 0.04% | No change | 895 | $327K |
| High Falls Advisors, Inc | 0.07% | No change | 893 | $326K |
| Parkwoods Wealth Partners, LLC | 0.11% | Reduce -10.2% | 891 | $326K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.02% | Add +43.4% | 889 | $325K |
| Keb Asset Management, LLC | 0.07% | No change | 888 | $325K |
| Capital Advisors Inc. | 0.01% | Reduce -12.1% | 888 | $324K |
| Accretive Wealth Partners, LLC | 0.10% | No change | 883 | $323K |
| Calton & Associates, Inc. | 0.05% | Add +0.1% | 876 | $320K |
| Rockland Trust Co. | 0.01% | New | 871 | $318K |
| MidAtlantic Capital Management, Inc. | 0.22% | No change | 869 | $318K |
| Evergreen Capital Management LLC | 0.01% | No change | 867 | $317K |
| Sage Rhino Capital LLC | 0.06% | Reduce -0.2% | 866 | $317K |
| Kanawha Capital Management LLC | 0.02% | No change | 863 | $315K |
| LaSalle St. Investment Advisors, LLC | 0.06% | Add +42.0% | 856 | $313K |
| Calamos Advisors LLC | 0.00% | Add +15.5% | 856 | $313K |
| Financial Alternatives, Inc | 0.19% | No change | 851 | $311K |
| Iams Wealth Management, LLC | 0.12% | Reduce -45.6% | 848 | $310K |
| Kingswood Wealth Advisors, LLC | 0.02% | Reduce -0.1% | 844 | $308K |
| Symphony Financial, Ltd. Co. | 0.04% | New | 843 | $308K |
| Werba Rubin Papier Wealth Management | 0.05% | Add +0.4% | 844 | $308K |
| Transamerica Financial Advisors, LLC | 0.03% | New | 843 | $308K |
| Edge Financial Advisors LLC | 0.14% | No change | 842 | $308K |
| Covenant Partners, LLC | 0.09% | No change | 839 | $307K |
| Principle Wealth Partners LLC | 0.02% | Reduce -2.0% | 837 | $306K |
| RAM Investment Partners, LLC | 0.06% | No change | 836 | $306K |
| Allred Capital Management, LLC | 0.11% | No change | 835 | $305K |
| Wealth Advisors of Iowa, LLC | 0.10% | No change | 832 | $304K |
| Arete Wealth Advisors, LLC | 0.02% | Reduce -0.1% | 826 | $302K |
| Bar Harbor Wealth Management | 0.02% | No change | 822 | $300K |
| Greenhouse Wealth Management, LLC | 0.18% | Reduce -0.8% | 821 | $300K |
| Abound Wealth Management | 0.07% | Reduce -0.4% | 817 | $298K |
| Oak Wealth Advisors LLC | 0.17% | No change | 814 | $298K |
| BlueChip Wealth Advisors LLC | 0.13% | No change | 812 | $297K |
| Advyzon Investment Management, LLC | 0.05% | New | 811 | $296K |
| Kapstone Financial Advisors LLC | 0.14% | Add +15.7% | 810 | $296K |
| Kelly Financial Services LLC | 0.08% | Reduce -10.6% | 808 | $295K |
| Beacon Harbor Wealth Advisors, Inc. | 0.07% | No change | 807 | $295K |
| Hutchinson Capital Management | 0.05% | No change | 806 | $295K |
| Alesco Advisors, LLC, An ESL Co | 0.01% | Reduce -9.5% | 801 | $293K |
| IPG Investment Advisors LLC | 0.05% | Reduce -8.6% | 800 | $292K |
| Melfa Wealth Management, Inc. | 0.17% | No change | 800 | $292K |
| Berkeley Capital Partners, LLC | 0.07% | Reduce -18.4% | 800 | $292K |
| Iowa State Bank | 0.06% | No change | 800 | $292K |
| Nwam LLC | 0.02% | Reduce -0.1% | 793 | $292K |
| Faithward Advisors, LLC | 0.04% | Add +0.3% | 799 | $292K |
| Isthmus Partners, LLC | 0.03% | No change | 795 | $291K |
| Builder Investment Group Inc. | 0.07% | No change | 793 | $290K |
| Marquette Associates, Inc. | 0.35% | No change | 792 | $289K |
| Stone Summit Wealth LLC | 0.08% | No change | 788 | $288K |
| MBL Wealth, LLC | 0.03% | No change | 787 | $288K |
| One Charles Private Wealth Services, LLC | 0.08% | Reduce -3.1% | 783 | $286K |
| Lanark Financial, Inc. | 0.02% | No change | 783 | $286K |
| Quest Investment Management LLC | 0.03% | Add +7.9% | 782 | $286K |
| Family Office Research LLC | 0.12% | Add +0.1% | 773 | $283K |
| Boston Research & Management Inc. | 0.06% | No change | 768 | $281K |
| Wealthcare Capital Partners, LLC | 0.13% | Reduce -6.1% | 766 | $280K |
| Lewis Asset Management, LLC | 0.11% | Add +0.1% | 763 | $279K |
| Coppell Advisory Solutions LLC | 0.03% | New | 764 | $278K |
| Millington Financial Advisors, LLC | 0.13% | Add +17.5% | 764 | $278K |
| Holistic Financial Partners | 0.11% | No change | 760 | $278K |
| Highview Capital Management LLC | 0.10% | No change | 760 | $278K |
| SageView Advisory Group, LLC | 0.01% | No change | 759 | $277K |
| Quent Capital, LLC | 0.02% | New | 756 | $276K |
| Pacific Asset Management, LLC | 0.19% | New | 755 | $276K |
| Rialto Wealth Management, LLC | 0.07% | No change | 754 | $276K |
| KDK Private Wealth Management, LLC | 0.28% | No change | 754 | $275K |
| Matrix Asset Advisors Inc. | 0.03% | Add +4.0% | 751 | $275K |
| Missouri Trust & Investment Co | 0.08% | No change | 750 | $274K |
| Goldstone Financial Group, LLC | 0.03% | No change | 750 | $274K |
| Acorn Financial Advisory Services Inc. | 0.04% | No change | 749 | $274K |
| Sigma Planning Corp | 0.01% | Add +6.4% | 749 | $274K |
| First Commonwealth Financial Corp | 0.05% | No change | 748 | $273K |
| Balboa Wealth Partners | 0.05% | No change | 745 | $272K |
| Purkiss Capital Advisors LLC | 0.13% | Reduce -1.9% | 733 | $268K |
| Redhawk Wealth Advisors, Inc. | 0.03% | Reduce -2.5% | 731 | $267K |
| WealthCollab, LLC | 0.12% | No change | 730 | $267K |
| Bearing Point Capital, LLC | 0.05% | No change | 730 | $267K |
| New Century Financial Group, LLC | 0.47% | Reduce -6.7% | 727 | $266K |
| Jacobson & Schmitt Advisors, LLC | 0.05% | New | 727 | $266K |
| Boston Family Office LLC | 0.02% | No change | 725 | $265K |
| TFR Capital, LLC. | 0.09% | No change | 725 | $265K |
| Wealth Dimensions Group, Ltd. | 0.05% | No change | 724 | $265K |
| MTM Investment Management, LLC | 0.08% | Reduce -0.4% | 724 | $265K |
| Wealth Effects LLC | 0.09% | No change | 723 | $264K |
| Bigelow Investment Advisors, LLC | 0.11% | No change | 720 | $263K |
| EPG Wealth Management LLC | 0.07% | No change | 720 | $263K |
| Rydar Equities, Inc. | 0.21% | Add +0.3% | 717 | $263K |
| GEM Asset Management, LLC | 0.12% | No change | 716 | $263K |
| Financial Connections Group, Inc. | 0.10% | No change | 722 | $263K |
| Carmel Capital Partners, LLC | 0.11% | No change | 717 | $262K |
| Athena Investment Management | 0.14% | No change | 712 | $260K |
| Private Capital Management, LLC | 0.02% | No change | 708 | $259K |
| TBH Global Asset Management, LLC | 0.05% | New | 708 | $259K |
| Evolution Wealth Advisors, LLC | 0.03% | No change | 704 | $257K |
| Aspect Partners, LLC | 0.12% | No change | 702 | $257K |
| King Wealth Management Group | 0.03% | Reduce -4.1% | 701 | $256K |
| True Link Financial Advisors, LLC | 0.02% | Add +0.9% | 700 | $256K |
| State Street Corp. | 0.00% | No change | 700 | $256K |
| HORAN Wealth, LLC | 0.04% | New | 697 | $255K |
| Quadcap Wealth Management, LLC | 0.03% | No change | 696 | $254K |
| Prairieview Wealth Partners, LLC | 0.24% | No change | 692 | $253K |
| 626 Financial, LLC | 0.11% | No change | 691 | $253K |
| Fielder Capital Group LLC | 0.06% | No change | 690 | $252K |
| XY Planning Network, Inc. | 0.09% | No change | 742 | $252K |
| Wealthgarden F.S. LLC | 0.18% | No change | 683 | $252K |
| Snowden Capital Advisors LLC | 0.01% | Add +0.9% | 688 | $252K |
| Intellus Advisors LLC | 0.03% | No change | 688 | $251K |
| Trust Co. of Vermont | 0.01% | No change | 687 | $251K |
| St Germain D J Co. Inc. | 0.01% | No change | 687 | $251K |
| Timonier Family Office, LTD. | 0.08% | No change | 685 | $250K |
| Ameritas Advisory Services, LLC | 0.02% | Add +10.5% | 682 | $249K |
| Summit Place Financial Advisors, LLC | 0.12% | No change | 682 | $249K |
| Fortis Capital Management LLC | 0.04% | Add +0.1% | 679 | $248K |
| Simplex Trading, LLC | 0.01% | No change | 681 | $248K |
| New England Professional Planning Group Inc. | 0.11% | Reduce -13.1% | 678 | $248K |
| RFG - Bristol Wealth Advisors, LLC | 0.07% | Reduce -25.3% | 675 | $247K |
| Howard Capital Management, LLC | 0.00% | New | 675 | $247K |
| Pflug Koory, LLC | 0.12% | No change | 674 | $246K |
| Olde Wealth Management, LLC | 0.08% | — | 657 | $245K |
| Silicon Valley Capital Partners | 0.02% | Add +0.1% | 665 | $243K |
| Affinity Wealth Management LLC | 0.04% | No change | 665 | $243K |
| Bond & Devick Financial Network, Inc. | 0.07% | No change | 663 | $242K |
| Watts Gwilliam & Co., LLC | 0.04% | Add +0.1% | 663 | $242K |
| Petix & Botte Co | 0.06% | No change | 658 | $240K |
| LexAurum Advisors, LLC | 0.03% | No change | 657 | $240K |
| Elevation Point Wealth Partners, LLC | 0.02% | New | 654 | $239K |
| RMR Capital Management, LLC | 0.17% | No change | 654 | $239K |
| Twin Peaks Wealth Advisors, LLC | 0.08% | Add +0.8% | 653 | $239K |
| Rathbones Group PLC | 0.00% | No change | 653 | $239K |
| Integral Investment Advisors, Inc. | 0.06% | New | 652 | $238K |
| United Bank | 0.03% | No change | 650 | $238K |
| Triad Wealth Partners, LLC | 0.03% | New | 648 | $237K |
| Financial Gravity Asset Management, Inc. | 0.05% | — | 647 | $236K |
| Disciplined Investments, LLC | 0.09% | No change | 645 | $236K |
| Gould Asset Management LLC | 0.04% | No change | 644 | $235K |
| Seneschal Advisors, LLC | 0.17% | No change | 643 | $235K |
| NWK Group, Inc. | 0.08% | No change | 640 | $234K |
| IFG Advisory, LLC | 0.01% | Add +0.2% | 639 | $234K |
| Windsor Capital Management, LLC | 0.06% | Reduce -5.2% | 638 | $233K |
| Pallas Capital Advisors LLC | 0.01% | Reduce -12.0% | 637 | $233K |
| Novare Capital Management LLC | 0.02% | No change | 632 | $231K |
| Aspen Grove Capital, LLC | 0.04% | No change | 631 | $231K |
| Diversify Wealth Management, LLC | 0.01% | No change | 615 | $230K |
| Tucker Asset Management LLC | 0.07% | New | 629 | $230K |
| Moors & Cabot, Inc. | 0.01% | Reduce -5.4% | 627 | $229K |
| AGH Wealth Advisors, LLC | 0.17% | No change | 625 | $228K |
| Prestige Wealth Management Group LLC | 0.04% | No change | 625 | $228K |
| Howland Capital Management LLC | 0.01% | No change | 623 | $228K |
| Trexquant Investment LP | 0.00% | New | 621 | $227K |
| Freedom Day Solutions, LLC | 0.06% | Add +0.2% | 621 | $227K |
| B.O.S.S. Retirement Advisors, LLC | 0.05% | Reduce -12.8% | 619 | $226K |
| Roberts Glore & Co. Inc. | 0.06% | No change | 619 | $226K |
| Galvin, Gaustad & Stein, LLC | 0.02% | No change | 617 | $226K |
| N.E.W. Advisory Services LLC | 0.02% | No change | 613 | $224K |
| Victory Financial Group, LLC | 0.03% | Add +0.2% | 613 | $224K |
| Resurgent Financial Advisors LLC | 0.11% | No change | 612 | $224K |
| Dunhill Financial, LLC | 0.07% | Add +12.6% | 608 | $222K |
| Pennington Partners & Co., LLC | 0.11% | Add +0.2% | 608 | $222K |
| Prudent Investors Network, Inc. | 0.05% | New | 605 | $221K |
| Wimmer Associates 1, LLC | 0.11% | No change | 604 | $221K |
| Nations Financial Group Inc, /Ia/ | 0.01% | New | 596 | $218K |
| Autumn Glory Partners, LLC | 0.09% | No change | 591 | $216K |
| Titleist Asset Management, LLC | 0.02% | Reduce -0.2% | 589 | $215K |
| Sterling Financial Planning, Inc. | 0.07% | No change | 589 | $215K |
| Vista Finance, LLC | 0.14% | New | 588 | $215K |
| Fort Sheridan Advisors LLC | 0.03% | No change | 585 | $214K |
| Snider Financial Group | 0.06% | New | 584 | $214K |
| Baron Silver Stevens Financial Advisors, LLC | 0.03% | New | 583 | $213K |
| Hemington Wealth Management | 0.03% | No change | 583 | $213K |
| Littlejohn Financial Services, Inc. | 0.15% | New | 581 | $212K |
| Mandatum Life Insurance Co Ltd | 0.05% | New | 581 | $212K |
| Matisse Capital | 0.10% | New | 580 | $212K |
| Colorado Capital Management, Inc. | 0.08% | New | 577 | $211K |
| Cassaday & Co Wealth Management LLC | 0.00% | New | 577 | $211K |
| Shira Ridge Wealth Management | 0.09% | New | 576 | $211K |
| Samalin Investment Counsel, LLC | 0.07% | New | 575 | $210K |
| Harbour Investments, Inc. | 0.00% | Add +7.9% | 575 | $210K |
| Life Planning Partners, Inc | 0.15% | New | 574 | $210K |
| One Capital Management, LLC | 0.01% | Reduce -8.8% | 573 | $210K |
| Mountain Pacific Investment Advisers LLC | 0.03% | New | 573 | $210K |
| LS Investment Advisors, LLC | 0.03% | Reduce -8.0% | 572 | $209K |
| Bailard, Inc. | 0.00% | Reduce -14.9% | 572 | $209K |
| Signature Wealth Management Partners, LLC | 0.11% | New | 570 | $208K |
| Fayez Sarofim & Co | 0.00% | New | 568 | $208K |
| 360 Financial, Inc. | 0.07% | Reduce -15.1% | 564 | $206K |
| BBR Partners, LLC | 0.01% | New | 564 | $206K |
| Northstar Advisory Group, LLC | 0.08% | New | 563 | $206K |
| Oarsman Capital, Inc. | 0.03% | New | 562 | $205K |
| Bennett Selby Investments LP | 0.07% | New | 561 | $205K |
| BridgePort Financial Solutions, LLC | 0.06% | New | 560 | $205K |
| RVW Wealth, LLC | 0.02% | New | 553 | $202K |
| Northwest Capital Management Inc | 0.21% | Add +0.4% | 553 | $202K |
| CWS Financial Advisors, LLC | 0.06% | New | 550 | $201K |
| Private Trust Co. NA | 0.02% | Reduce -57.5% | 550 | $201K |
| Blume Capital Management, Inc. | 0.04% | No change | 550 | $201K |
| HFG Wealth Management, LLC | 0.11% | New | 549 | $201K |
| Spectrum Asset Management, Inc. (NB/CA) | 0.07% | New | 548 | $200K |
| Axis Wealth Partners, LLC | 0.12% | New | 547 | $200K |
| Ritter Daniher Financial Advisory LLC / DE | 0.04% | No change | 547 | $200K |
| Root Financial Partners, LLC | 0.01% | New | 533 | $195K |
| City State Bank | 0.06% | No change | 525 | $192K |
| WealthShield Partners, LLC | 0.02% | Add +53.8% | 512 | $187K |
| First Pacific Financial | 0.03% | Add +0.2% | 508 | $186K |
| Fairway Wealth LLC | 0.05% | Add +24.9% | 502 | $184K |
| Copia Wealth Management | 0.14% | Reduce -4.0% | 502 | $183K |
| Trifecta Capital Advisors, LLC | 0.03% | No change | 500 | $183K |
| Beaird Harris Wealth Management, LLC | 0.01% | Reduce -20.0% | 496 | $181K |
| C M Bidwell & Associates Ltd. | 0.09% | Reduce -99.1% | 496 | $181K |
| Grove Bank & Trust | 0.02% | Add +121.2% | 491 | $179K |
| Creative Capital Management Investments LLC | 0.06% | New | 482 | $176K |
| Millstone Evans Group, LLC | 0.11% | No change | 478 | $175K |
| CoreCap Advisors, LLC | 0.01% | Reduce -90.7% | 478 | $175K |
| BankPlus Trust Department | 0.04% | Reduce -14.2% | 460 | $168K |
| Creative Financial Designs Inc. | 0.01% | Add +3.1% | 458 | $168K |
| GAMMA Investing LLC | 0.01% | No change | 451 | $165K |
| Eukles Asset Management | 0.06% | No change | 447 | $163K |
| Pin Oak Investment Advisors Inc. | 0.12% | No change | 445 | $163K |
| Westside Investment Management, Inc. | 0.03% | No change | 430 | $157K |
| Integrity Financial Corp | 0.07% | New | 416 | $152K |
| McIlrath & Eck, LLC | 0.02% | Reduce -19.5% | 409 | $149K |
| Family Manage LLC | 0.02% | No change | 405 | $148K |
| Founders Capital Management | 0.08% | No change | 395 | $144K |
| Howe & Rusling Inc. | 0.01% | No change | 390 | $143K |
| Financial Life Planners | 0.09% | New | 383 | $140K |
| Independence Bank of Kentucky | 0.02% | No change | 373 | $136K |
| Pandora Wealth, Inc. | 0.08% | No change | 371 | $136K |
| Cedar Mountain Advisors, LLC | 0.03% | No change | 368 | $134K |
| Pinney & Scofield, Inc. | 0.08% | No change | 360 | $132K |
| Curio Wealth, LLC | 0.05% | New | 350 | $128K |
| Private Wealth Asset Management, LLC | 0.01% | No change | 341 | $125K |
| Roxbury Financial LLC | 0.11% | Reduce -3.7% | 341 | $124K |
| Hughes Financial Services, LLC | 0.02% | No change | 327 | $122K |
| Winthrop Capital Management, LLC | 0.03% | No change | 330 | $121K |
| BTG Pactual Asset Management US LLC | 0.01% | No change | 353 | $120K |
| Stuart Chaussee & Associates, Inc. | 0.03% | No change | 320 | $117K |
| Paladin Advisory Group, LLC | 0.09% | No change | 308 | $113K |
| Frazier Financial Advisors, LLC | 0.07% | No change | 300 | $110K |
| Milestone Investment Advisors LLC | 0.03% | No change | 300 | $110K |
| Salomon & Ludwin, LLC | 0.01% | No change | 290 | $107K |
| Tompkins Financial Corp. | 0.01% | No change | 291 | $106K |
| Pacific Center for Financial Services | 0.03% | No change | 286 | $105K |
| Avalon Trust Co | 0.01% | No change | 285 | $104K |
| Kozak & Associates, Inc. | 0.02% | New | 285 | $104K |
| Bay Harbor Wealth Management, LLC | 0.03% | Reduce -3.1% | 278 | $102K |
| SJS Investment Consulting Inc. | 0.01% | New | 267 | $98K |
| Hantz Financial Services, Inc. | 0.00% | Reduce -30.4% | 266 | $97K |
| Maryland Capital Advisors Inc. | 0.03% | No change | 261 | $95K |
| Corundum Trust Company, INC | 0.20% | New | 258 | $94K |
| HHM Wealth Advisors, LLC | 0.01% | No change | 258 | $94K |
| Colonial Trust Co / SC | 0.01% | No change | 256 | $94K |
| JNBA Financial Advisors | 0.01% | No change | 255 | $93K |
| CX Institutional | 0.00% | No change | 254 | $93K |
| Brown, Lisle/Cummings, Inc. | 0.02% | No change | 252 | $92K |
| Tanaka Capital Management Inc. | 0.15% | — | 235 | $86K |
| Legacy Wealth Managment, LLC | 0.04% | No change | 232 | $85K |
| Trust Co. of Toledo NA | 0.01% | No change | 215 | $79K |
| Providence Capital Advisors, LLC | 0.01% | No change | 209 | $76K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +14.8% | 202 | $74K |
| Washington Trust Advisors, Inc. | 0.01% | New | 200 | $73K |
| Activest Wealth Management | 0.01% | Add +0.0% | 195 | $71K |
| Steigerwald, Gordon & Koch Inc. | 0.01% | New | 186 | $68K |
| Medallion Wealth Advisors, LLC | 0.02% | No change | 181 | $66K |
| Capital Investment Advisory Services, LLC | 0.01% | Reduce -20.7% | 180 | $66K |
| Cordgrass Capital Advisors, LLC | 0.02% | No change | 178 | $65K |
| SYM FINANCIAL Corp | 0.01% | No change | 178 | $65K |
| Koesten, Hirschmann & Crabtree, INC. | 0.03% | No change | 177 | $65K |
| Horizons Wealth Management | 0.04% | No change | 170 | $62K |
| Valley National Advisers Inc. | 0.01% | No change | 170 | $62K |
| Caldwell Trust Co | 0.01% | Add +90.9% | 168 | $61K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.11% | No change | 157 | $57K |
| Kiker Wealth Management, LLC | 0.03% | Reduce -28.4% | 156 | $57K |
| North Ridge Wealth Advisors, Inc. | 0.03% | No change | 150 | $55K |
| Aventura Private Wealth, LLC | 0.02% | No change | 146 | $53K |
| Farmers & Merchants Trust Co of Chambersburg PA | 0.01% | No change | 145 | $53K |
| Chilton Capital Management LLC | 0.00% | No change | 145 | $53K |
| Robinswood Financial LLC | 0.02% | No change | 142 | $52K |
| Foster Dykema Cabot & Partners, LLC | 0.00% | New | 131 | $48K |
| RMG Wealth Management LLC | 0.01% | No change | 129 | $47K |
| Avion Wealth | 0.01% | No change | 130 | $47K |
| Luminist Capital LLC | 0.04% | Reduce -24.2% | 138 | $45K |
| FSA Wealth Management LLC | 0.02% | No change | 120 | $44K |
| Golden State Wealth Management, LLC | 0.00% | No change | 120 | $44K |
| NFSG Corp | 0.01% | No change | 117 | $43K |
| Crews Bank & Trust | 0.01% | No change | 116 | $42K |
| GW&K Investment Management, LLC | 0.00% | No change | 114 | $42K |
| Mb, Levis & Associates, LLC | 0.02% | No change | 114 | $42K |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 109 | $40K |
| Caldwell Sutter Capital, Inc. | 0.02% | No change | 109 | $40K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 106 | $39K |
| Peachtree Investment Partners, LLC | 0.01% | No change | 105 | $38K |
| Woodside Wealth Management LLC | 0.03% | No change | 99 | $36K |
| Pension & Wealth Management Advisors, Inc. | 0.01% | New | 98 | $36K |
| LRI Investments, LLC | 0.00% | No change | 96 | $35K |
| Angeles Wealth Management, LLC | 0.00% | No change | 94 | $34K |
| Cary Street Partners Investment Advisory LLC | 0.01% | No change | 91 | $33K |
| Barnes Dennig Private Wealth Management LLC | 0.04% | No change | 90 | $33K |
| Absher Wealth Management, LLC | 0.00% | New | 90 | $33K |
| Fourth Dimension Wealth, LLC | 0.01% | No change | 87 | $32K |
| Breakwater Investment Management | 0.01% | Reduce -76.3% | 86 | $31K |
| First Command Advisory Services, Inc. | 0.00% | New | 86 | $31K |
| Redwood Park Advisors LLC | 0.02% | No change | 84 | $31K |
| Highline Wealth Partners LLC | 0.01% | New | 83 | $30K |
| Rossby Financial, LCC | 0.01% | No change | 82 | $30K |
| Quest 10 Wealth Builders, Inc. | 0.03% | No change | 75 | $27K |
| 1 North Wealth Services LLC | 0.01% | No change | 75 | $27K |
| Logan Capital Management Inc. | 0.00% | No change | 71 | $26K |
| Arcadia Investment Management Corp. | 0.00% | No change | 70 | $26K |
| Pacifica Partners Inc. | 0.01% | Reduce -27.8% | 65 | $24K |
| Allspring Global Investments Holdings, LLC | 0.00% | Add +8.3% | 65 | $24K |
| Atlantic Edge Private Wealth Management, LLC | 0.01% | No change | 65 | $24K |
| Orion Capital Management LLC | 0.01% | New | 65 | $24K |
| Caitlin John, LLC | 0.02% | New | 61 | $22K |
| Glen Eagle Advisors, LLC | 0.00% | No change | 59 | $22K |
| Victory Capital Management Inc. | 0.00% | Add +7.3% | 59 | $21K |
| AllSquare Wealth Management LLC | 0.01% | Reduce -12.1% | 58 | $21K |
| Investment Counsel Co. of Nevada | 0.04% | No change | 50 | $18K |
| Elevation Wealth Partners, LLC | 0.01% | No change | 50 | $18K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 50 | $18K |
| Vermillion & White Wealth Management Group, LLC | 0.01% | No change | 45 | $16K |
| Exchange Traded Concepts, LLC | 0.00% | Reduce -97.8% | 45 | $16K |
| Tradewinds Capital Management, LLC | 0.00% | No change | 40 | $15K |
| Hoey Investments, Inc. | 0.00% | No change | 39 | $14K |
| Bangor Savings Bank | 0.00% | No change | 38 | $14K |
| IAG Wealth Partners, LLC | 0.00% | No change | 37 | $14K |
| Smallwood Wealth Investment Management, LLC | 0.01% | No change | 30 | $11K |
| Steph & Co. | 0.00% | No change | 30 | $11K |
| MCF Advisors LLC | 0.00% | No change | 29 | $11K |
| Strategic Investment Solutions, Inc. | 0.00% | No change | 25 | $9K |
| Piscataqua Savings Bank | 0.01% | No change | 25 | $9K |
| Angeles Investment Advisors, LLC | 0.00% | No change | 23 | $8K |
| Palouse Capital Management, Inc. | 0.01% | No change | 22 | $8K |
| Kathleen S. Wright Associates Inc. | 0.00% | New | 22 | $8K |
| Davis Capital Management | 0.01% | — | 21 | $8K |
| Marshall & Sterling Wealth Advisors Inc. | 0.00% | Reduce -85.1% | 20 | $7K |
| Morling Financial Advisors, LLC | 0.00% | New | 20 | $7K |
| Barrett & Company, Inc. | 0.00% | No change | 17 | $6K |
| Lowe Wealth Advisors, LLC | 0.00% | No change | 16 | $6K |
| National Bank of Canada | 0.00% | No change | 15 | $5K |
| Kentucky Trust Co | 0.00% | No change | 15 | $5K |
| Abich Financial Wealth Management LLC | 0.00% | — | 15 | $5K |
| Alpine Bank Wealth Management | 0.00% | New | 13 | $5K |
| Winch Advisory Services, LLC | 0.00% | No change | 12 | $4K |
| Rosenberg Matthew Hamilton | 0.00% | Reduce -67.6% | 12 | $4K |
| Arlington Trust Co LLC | 0.00% | No change | 11 | $4K |
| Bfsg, LLC | 0.00% | New | 10 | $4K |
| Barclays PLC | 0.00% | No change | 10 | $4K |
| Noble Wealth Management PBC | 0.00% | — | 5 | $2K |
| HighMark Wealth Management LLC | 0.00% | New | 5 | $2K |
| Weaver Capital Management LLC | 0.00% | No change | 2 | $731 |
"% of holder's portfolio" is IWB's weight in each manager's 13F, not the share of iShares Russell 1000 ETF the manager owns.