iShares Russell 1000 ETFIWBETF
13F holders, Q4 2025 (December 31)1,498holders +77
75new positions
54sold out
8famous investors
$373.50avg. 13F price*
At the end of Q4 2025, 1,498 institutions reported holding iShares Russell 1000 ETF (IWB) in their 13F filings, up 77 from Q3 2025. 75 opened new positions and 54 sold out. The largest holders were Jones Financial Companies LLLP ($4.3B), FMR LLC ($3.7B) and Bank of America Corp. ($1.8B). 8 famous investors held it, including Israel Englander (0.1% of Millennium Management's portfolio), Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- iShares Russell 1000 ETF
- CUSIP
- 464287622
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 75 | $395.3M |
| Exits | 54 | $64.6M |
All 13F filers, Q3 2025 → Q4 2025: 5,520,959 shares bought and 3,947,219 shares sold, net +1,573,740 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,498 holders
| Jones Financial Companies LLLP | 2.64% | Add +2.9% | 11,577,955 | $4.3B |
| FMR LLC | 0.19% | Reduce -1.3% | 9,844,192 | $3.7B |
| Bank of America Corp. | 0.13% | Add +11.5% | 4,914,890 | $1.8B |
| Envestnet Asset Management Inc. | 0.51% | Add +9.2% | 4,567,946 | $1.7B |
| M&T Bank Corp | 3.39% | Reduce -0.1% | 2,831,032 | $1.1B |
| Northern Trust Corp. | 0.13% | Reduce -2.1% | 2,691,766 | $1.0B |
| LPL Financial LLC | 0.25% | Add +0.1% | 2,451,013 | $915.3M |
| PNC Financial Services Group, Inc. | 0.47% | Reduce -2.6% | 2,297,491 | $858.0M |
| BlackRock, Inc. | 0.01% | Add +28.4% | 2,217,141 | $828.0M |
| Morgan Stanley | 0.05% | Reduce -30.3% | 2,089,875 | $780.4M |
| Focus Partners Wealth | 0.83% | Add +12.4% | 1,955,205 | $730.1M |
| Wells Fargo & Company | 0.12% | Add +0.8% | 1,611,305 | $601.7M |
| Millburn Ridgefield LLC | 13.01% | Reduce -0.2% | 1,462,605 | $546.2M |
| Catalyst Capital Advisors LLC | 11.22% | Reduce -0.2% | 1,462,605 | $546.2M |
| Johnson Investment Counsel Inc. | 4.28% | Reduce -1.6% | 1,403,281 | $524.0M |
| Goldman Sachs Group Inc. | 0.07% | Reduce -23.8% | 1,384,623 | $517.1M |
| JPMorgan Chase & Co. | 0.03% | Add +1.6% | 1,342,895 | $501.5M |
| Northwestern Mutual Wealth Management Co. | 0.31% | Reduce -1.1% | 1,322,245 | $493.8M |
| Bokf, NA | 7.41% | Add +1.3% | 1,297,149 | $484.4M |
| Captrust Financial Advisors | 0.83% | Reduce -0.3% | 1,164,954 | $435.0M |
| Pathstone Holdings, LLC | 1.60% | Reduce -4.7% | 1,109,517 | $414.2M |
| Allstate Corp. | 5.50% | Add +125.4% | 1,078,170 | $402.6M |
| UBS Group AG | 0.07% | Reduce -3.8% | 909,631 | $339.7M |
| Mercer Global Advisors Inc. | 0.45% | Add +0.4% | 792,517 | $296.0M |
| National Mutual Insurance Federation of Agricultural Cooperatives | 2.17% | No change | 791,000 | $295.4M |
| US Bancorp \de | 0.34% | Add +3.3% | 775,933 | $289.8M |
| Cerity Partners LLC | 0.41% | Reduce -1.6% | 745,035 | $278.2M |
| Legacy Wealth Management, LLC | 15.29% | Reduce -1.7% | 710,475 | $265.3M |
| Tiaa Trust, National Association | 0.61% | Reduce -7.1% | 684,338 | $256.2M |
| Creative Planning | 0.18% | Add +0.3% | 657,338 | $245.5M |
| Capstone Financial Advisors, Inc. | 12.91% | Reduce -0.8% | 649,033 | $242.4M |
| Raymond James Financial Inc. | 0.07% | Add +1.1% | 631,389 | $235.8M |
| Pinnacle Financial Partners, Inc. | 1.67% | — | 592,936 | $221.4M |
| CIBC Private Wealth Group LLC | 0.35% | Add +51.6% | 552,047 | $206.2M |
| Mariner, LLC | 0.24% | Add +2.1% | 546,824 | $204.2M |
| Royal Bank of Canada | 0.04% | Reduce -10.2% | 535,259 | $199.9M |
| Comerica Bank | 0.80% | Add +0.1% | 535,026 | $199.8M |
| Wealth Enhancement Advisory Services, LLC | 0.26% | Reduce -3.0% | 508,594 | $193.0M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.32% | Add +8.0% | 499,000 | $186.3M |
| Ameriprise Financial Inc. | 0.04% | Add +2.7% | 493,513 | $184.3M |
| Ieq Capital, LLC | 0.55% | Add +8.4% | 487,726 | $182.1M |
| HighTower Advisors, LLC | 0.20% | Add +0.6% | 480,347 | $179.4M |
| Halbert Hargrove Global Advisors, LLC | 8.47% | Add +0.1% | 474,141 | $177.1M |
| Millennium Management | 0.13% | New | 455,129 | $170.0M |
| Truist Financial Corp. | 0.23% | Add +8.7% | 454,079 | $169.6M |
| Red Cedar Investment Management, LLC | 16.51% | Reduce -1.9% | 409,248 | $152.8M |
| Cetera Investment Advisers | 0.14% | Add +8.5% | 352,531 | $131.6M |
| Fifth Third Bancorp | 0.41% | Reduce -7.4% | 345,935 | $129.2M |
| MPS Loria Financial Planners, LLC | 32.02% | Reduce -0.2% | 333,549 | $124.6M |
| Bank of Montreal | 0.05% | Add +7.1% | 329,319 | $123.0M |
| Waverly Advisors, LLC | 0.99% | Reduce -0.5% | 326,569 | $122.0M |
| HSBC Holdings PLC | 0.07% | Add +2.5% | 322,356 | $120.4M |
| Empower Advisory Group, LLC | 0.31% | Reduce -34.2% | 307,337 | $114.8M |
| NorthRock Partners, LLC | 1.89% | Add +270.5% | 298,766 | $111.6M |
| Arbor Investment Advisors, LLC | 14.31% | Reduce -3.5% | 291,167 | $108.7M |
| Lido Advisors, LLC | 0.42% | Add +136.2% | 281,876 | $105.1M |
| Johns Hopkins University | 7.19% | No change | 264,479 | $98.8M |
| Stifel Financial Corp. | 0.09% | Add +29.3% | 256,407 | $95.8M |
| McKinley Carter Wealth Services, Inc. | 5.27% | Reduce -16.5% | 252,707 | $94.4M |
| Winthrop Advisory Group LLC | 7.84% | Reduce -2.4% | 247,833 | $92.6M |
| AMG National Trust Bank | 2.11% | Reduce -2.9% | 239,869 | $89.6M |
| Baird Financial Group, Inc. | 0.14% | Reduce -0.9% | 232,230 | $86.7M |
| Ballentine Partners, LLC | 1.10% | Reduce -1.3% | 209,813 | $78.4M |
| Envestnet Portfolio Solutions, Inc. | 0.27% | Add +29.8% | 204,201 | $76.3M |
| JFS Wealth Advisors, LLC | 4.26% | Reduce -0.1% | 202,434 | $75.6M |
| Brown Advisory Inc. | 0.11% | Add +22.4% | 201,874 | $75.4M |
| Coldstream Capital Management Inc. | 0.97% | Reduce -2.8% | 200,295 | $74.8M |
| BOK Financial Private Wealth, Inc. | 4.58% | Reduce -1.1% | 200,186 | $74.8M |
| Argent Capital Management LLC | 2.11% | New | 199,085 | $74.3M |
| Commerce Bank | 0.41% | Add +0.1% | 197,238 | $73.7M |
| WASHINGTON TRUST Co | 2.37% | Reduce -0.6% | 193,808 | $72.4M |
| Commonwealth Equity Services, LLC | 0.09% | Reduce -8.5% | 186,418 | $69.6M |
| Osaic Holdings, Inc. | 0.10% | Add +3.9% | 185,221 | $69.2M |
| BNP Paribas Financial Markets | 0.04% | Add +0.7% | 184,997 | $69.1M |
| Principal Securities, Inc. | 1.04% | Add +2.1% | 179,752 | $67.1M |
| Corient Private Wealth LP | 0.09% | Add +22.2% | 176,483 | $65.8M |
| MML Investors Services, LLC | 0.16% | Add +4.8% | 174,862 | $65.3M |
| Cambridge Investment Research Advisors, Inc. | 0.17% | Reduce -1.9% | 171,615 | $64.1M |
| Bank of New York Mellon Corp | 0.01% | Reduce -0.9% | 167,532 | $62.6M |
| Mason & Associates Inc | 11.71% | New | 166,627 | $62.2M |
| Brighton Jones LLC | 2.29% | Reduce -6.2% | 166,068 | $62.0M |
| Enclave Advisors LLC | 8.59% | Reduce -2.5% | 162,230 | $60.6M |
| Schroder Investment Management Group | 0.05% | Add +5.2% | 160,558 | $60.4M |
| Napier Financial, LLC | 14.23% | — | 152,542 | $57.0M |
| Rockefeller Capital Management L.P. | 0.10% | Add +22.5% | 152,126 | $56.8M |
| AQR Capital Management | 0.03% | Add +17.4% | 150,834 | $56.3M |
| Equitable Holdings, Inc. | 0.38% | Add +1.1% | 147,605 | $55.1M |
| Choreo, LLC | 0.69% | Add +5.2% | 143,474 | $54.0M |
| Hippocratic Financial Advisors, LLC | 24.19% | Add +5.9% | 140,497 | $52.5M |
| JT Stratford LLC | 6.71% | Reduce -2.7% | 139,310 | $52.0M |
| Conservest Capital Advisors, Inc. | 4.54% | Reduce -2.9% | 134,715 | $50.3M |
| State Board of Administration of Florida Retirement System | 0.09% | Reduce -11.1% | 134,455 | $50.2M |
| Jordan Park Group LLC | 2.78% | Reduce -2.8% | 128,433 | $48.0M |
| NewEdge Advisors, LLC | 0.17% | Add +0.5% | 125,692 | $46.9M |
| Cambridge Associates LLC /Ma/ | 0.76% | Reduce -15.1% | 124,298 | $46.4M |
| Keel Point, LLC | 2.79% | Reduce -0.9% | 123,791 | $46.2M |
| Trust Co | 4.28% | Reduce -1.0% | 122,119 | $45.6M |
| DT Investment Partners, LLC | 3.69% | Reduce -1.6% | 119,231 | $44.5M |
| Laird Norton Wetherby Trust Company, LLC | 0.91% | Add +882.7% | 117,462 | $43.9M |
| Brewster Financial Planning LLC | 26.95% | Reduce -1.0% | 117,456 | $43.9M |
| Financial Management Professionals, Inc. | 4.47% | Reduce -4.3% | 116,015 | $43.3M |
| Wealthfront Advisers LLC | 0.10% | Add +2.0% | 115,305 | $43.1M |
| Beacon Pointe Advisors, LLC | 0.30% | Add +10.4% | 115,133 | $43.0M |
| Hoge Financial Services, LLC | 23.12% | Add +2.9% | 114,894 | $42.9M |
| Nixon Peabody Trust Co. | 3.25% | Reduce -4.3% | 114,885 | $42.9M |
| Aspiriant, LLC | 1.23% | Add +2.0% | 114,328 | $42.7M |
| American Financial Advisors, LLC | 5.35% | Reduce -3.1% | 110,979 | $41.4M |
| Sigma Investment Counselors Inc. | 2.06% | Reduce -1.0% | 108,548 | $40.5M |
| Montag A & Associates Inc. | 1.84% | Reduce -0.4% | 107,439 | $40.1M |
| Whittier Trust Co. of Nevada Inc. | 0.83% | No change | 105,492 | $40.0M |
| Busey Bank | 1.03% | Reduce -0.5% | 104,713 | $39.1M |
| Constellation Investments, Inc. | 1.17% | No change | 101,441 | $37.9M |
| Daido Life Insurance Co. | 5.15% | No change | 97,981 | $36.6M |
| Franklin, Parlapiano, Turner & Welch, LLC | 8.95% | Reduce -1.5% | 94,964 | $36.0M |
| St. Louis Trust Co | 4.13% | Reduce -0.4% | 96,475 | $36.0M |
| RTD Financial Advisors, Inc. | 4.37% | Reduce -3.1% | 95,812 | $35.8M |
| Kestra Advisory Services, LLC | 0.14% | Add +7.2% | 93,896 | $35.1M |
| TFO Wealth Partners, LLC | 5.08% | Reduce -0.1% | 90,934 | $34.0M |
| Sachem Hill LLC | 6.56% | Reduce -0.1% | 90,464 | $33.8M |
| Wealthspire Advisors, LLC | 0.27% | Reduce -48.2% | 90,318 | $33.7M |
| Legacy Advisors, LLC | 3.58% | Reduce -0.3% | 89,307 | $33.4M |
| Pitcairn Wealth Advisors LLC | 2.97% | — | 88,267 | $33.0M |
| Franklin Resources Inc. | 0.01% | Add +39.7% | 88,157 | $32.9M |
| Wescott Financial Advisory Group, LLC | 2.85% | Reduce -1.3% | 87,394 | $32.6M |
| Parker Investment Management, LLC | 4.64% | Reduce -0.2% | 87,333 | $32.6M |
| Whittier Trust Co. | 0.35% | Add +2.1% | 85,261 | $32.4M |
| Wilmington Savings Fund Society, FSB | 0.75% | Add +0.0% | 85,671 | $32.0M |
| Gray Private Wealth, LLC | 15.57% | Reduce -3.4% | 85,348 | $31.9M |
| Stephens Inc. | 0.40% | Add +2.2% | 85,216 | $31.8M |
| Robertson Stephens Wealth Management, LLC | 0.90% | Reduce -0.4% | 85,154 | $31.8M |
| Karpus Management, Inc. | 0.97% | Reduce -0.9% | 84,998 | $31.7M |
| May Hill Capital, LLC | 8.54% | Reduce -1.2% | 84,801 | $31.7M |
| XML Financial, LLC | 2.55% | Reduce -1.1% | 83,601 | $31.2M |
| Rhumbline Advisers | 0.03% | Reduce -19.6% | 83,116 | $31.0M |
| Quantinno Capital Management LP | 0.06% | Add +10.8% | 82,301 | $30.7M |
| Neuberger Berman Group LLC | 0.02% | Add +8.6% | 81,968 | $30.6M |
| Park Avenue Securities LLC | 0.25% | Add +21.6% | 79,893 | $29.8M |
| Sequoia Financial Advisors, LLC | 0.17% | Reduce -0.9% | 79,320 | $29.6M |
| Clearstead Advisors, LLC | 0.37% | Add +10.9% | 78,942 | $29.5M |
| Opus Capital Group, LLC | 3.18% | Reduce -1.1% | 78,674 | $29.4M |
| Allen Investment Management, LLC | 0.32% | Reduce -6.8% | 77,792 | $29.0M |
| MAI Capital Management | 0.17% | Reduce -2.2% | 77,471 | $28.9M |
| Moneta Group Investment Advisors LLC | 0.22% | Add +0.0% | 77,364 | $28.9M |
| Blair William & Co. | 0.08% | Reduce -0.6% | 76,144 | $28.4M |
| Act Wealth Management, LLC | 9.29% | Reduce -2.7% | 76,072 | $28.4M |
| BTC Capital Management, Inc. | 1.92% | Add +0.7% | 73,831 | $27.6M |
| Two Sigma Investments, LP | 0.04% | Reduce -72.3% | 71,360 | $26.6M |
| Equity Investment Corp. | 0.54% | New | 71,179 | $26.6M |
| FineMark National Bank & Trust | 0.80% | Reduce -2.9% | 68,977 | $25.8M |
| Glenmede Trust Co. NA | 0.12% | — | 68,084 | $25.4M |
| Modera Wealth Management, LLC | 0.29% | Reduce -0.6% | 67,985 | $25.4M |
| Mission Wealth Management, LP | 0.48% | Reduce -2.2% | 63,640 | $23.8M |
| Robinhood Asset Management, LLC | 1.86% | — | 62,369 | $23.3M |
| Cornerstone Wealth Group, LLC | 1.58% | Reduce -2.2% | 61,980 | $23.1M |
| OneDigital Investment Advisors LLC | 0.23% | Reduce -1.0% | 61,834 | $23.1M |
| Davis R M Inc. | 0.39% | Add +0.9% | 60,692 | $22.7M |
| Farther Finance Advisors, LLC | 0.24% | Add +506.1% | 60,594 | $22.6M |
| Quadrant Capital Group LLC | 0.67% | Add +76.0% | 59,072 | $22.1M |
| Perigon Wealth Management, LLC | 0.39% | Add +3.1% | 58,962 | $22.0M |
| GM Advisory Group, LLC | 0.85% | Add +345.8% | 57,879 | $21.6M |
| Single Point Partners, LLC | 4.23% | Reduce -1.3% | 57,292 | $21.4M |
| Centerpoint Advisors, LLC | 6.54% | Reduce -1.9% | 56,894 | $21.2M |
| Trust Point Inc. | 1.67% | No change | 56,664 | $21.2M |
| UMB Bank, n.a. | 0.28% | Add +0.9% | 56,335 | $21.0M |
| Paragon Capital Management LLC | 10.37% | Reduce -6.1% | 54,814 | $20.5M |
| Thrivent Financial for Lutherans | 0.04% | Add +0.4% | 53,867 | $20.3M |
| Johnson Financial Group, Inc. | 0.75% | Add +2.1% | 53,794 | $20.1M |
| Mullaney, Keating & Wright, Inc. | 10.57% | Reduce -0.7% | 53,612 | $20.0M |
| Auxano Advisors, LLC | 3.85% | Reduce -1.0% | 52,161 | $19.5M |
| Sentinel Wealth Management, Inc. | 16.07% | Reduce -2.8% | 51,909 | $19.4M |
| Koss-Olinger Consulting, LLC | 1.50% | Reduce -5.7% | 51,682 | $19.3M |
| Austin Private Wealth, LLC | 1.44% | Reduce -5.3% | 51,368 | $19.2M |
| Badgley Phelps Wealth Managers, LLC | 0.35% | Reduce -0.6% | 51,203 | $19.1M |
| Cwm, LLC | 0.05% | Add +79.6% | 51,080 | $19.1M |
| SCS Capital Management LLC | 0.19% | Reduce -4.6% | 49,136 | $18.3M |
| Citigroup Inc. | 0.01% | Reduce -76.5% | 49,029 | $18.3M |
| Legal & General Group Plc | 0.00% | Add +36.9% | 48,430 | $18.1M |
| Citadel Advisors | 0.01% | Reduce -20.3% | 48,395 | $18.1M |
| Paladin Partners, LLC | 13.42% | — | 48,225 | $18.0M |
| &partners | 0.09% | Reduce -39.8% | 47,821 | $18.0M |
| Savant Capital, LLC | 0.10% | Reduce -20.0% | 48,079 | $18.0M |
| Cresset Asset Management, LLC | 0.08% | Reduce -1.7% | 48,060 | $17.9M |
| Heritage Investment Group, Inc. | 2.73% | Reduce -2.0% | 47,976 | $17.9M |
| Tortoise Investment Management, LLC | 1.56% | Reduce -1.7% | 47,607 | $17.8M |
| Rice Partnership, LLC | 2.27% | Reduce -2.2% | 44,992 | $16.8M |
| Wealthcare Advisory Partners LLC | 0.33% | Reduce -1.3% | 44,467 | $16.6M |
| Kayne Anderson Rudnick Investment Management LLC | 0.04% | Add +142.5% | 43,459 | $16.2M |
| Glassman Wealth Services | 2.18% | Reduce -1.7% | 43,255 | $16.2M |
| Integrated Wealth Concepts LLC | 0.19% | Reduce -33.5% | 43,064 | $16.1M |
| Latigo Investments, LLC | 7.82% | No change | 42,556 | $15.9M |
| QRG Capital Management, Inc. | 0.18% | Add +285.5% | 42,295 | $15.8M |
| Texas Capital Bank Wealth Management Services Inc | 0.91% | Add +45.1% | 42,267 | $15.8M |
| New England Private Wealth Advisors LLC | 1.96% | Reduce -0.7% | 42,236 | $15.8M |
| YHB Investment Advisors, Inc. | 1.09% | Add +0.9% | 42,179 | $15.8M |
| Bessemer Group Inc. | 0.02% | Reduce -3.8% | 42,063 | $15.7M |
| Twin Focus Capital Partners, LLC | 1.77% | Add +0.7% | 41,161 | $15.4M |
| HB Wealth Management, LLC | 0.10% | Reduce -0.4% | 41,092 | $15.3M |
| Journey Strategic Wealth LLC | 0.40% | Add +2.2% | 40,632 | $15.2M |
| Jaffetilchin Investment Partners, LLC | 0.88% | Add +0.5% | 40,168 | $15.0M |
| TD Private Client Wealth LLC | 0.32% | Reduce -0.8% | 40,104 | $15.0M |
| Chartist Inc. | 10.07% | Reduce -2.4% | 39,795 | $14.9M |
| Bradley Foster & Sargent Inc. | 0.22% | Reduce -0.0% | 39,558 | $14.8M |
| Clarius Group, LLC | 0.84% | No change | 39,400 | $14.7M |
| Renaissance Technologies | 0.02% | Add +133.1% | 38,920 | $14.5M |
| Glenview Trust Co | 0.22% | Reduce -1.0% | 38,775 | $14.5M |
| Bartlett & Co. Wealth Management LLC | 0.18% | Reduce -0.3% | 37,739 | $14.1M |
| JMG Financial Group, Ltd. | 0.39% | Reduce -9.4% | 36,970 | $13.8M |
| Citizens Financial Group Inc. | 0.18% | Reduce -7.8% | 36,615 | $13.7M |
| Nicholson Meyer Capital Management, Inc. | 10.21% | Reduce -1.9% | 36,141 | $13.5M |
| Private Advisor Group, LLC | 0.06% | Add +4.8% | 35,715 | $13.3M |
| Janney Montgomery Scott LLC | 0.03% | Add +1.2% | 35,589 | $13.3M |
| ETF Portfolio Partners, Inc. | 3.37% | Add +1.4% | 34,995 | $13.1M |
| Curi Capital, LLC | 0.23% | Add +0.2% | 34,926 | $13.0M |
| Advance Capital Management, Inc. | 0.55% | Reduce -0.7% | 34,864 | $13.0M |
| Northstar Financial Companies, Inc. | 10.02% | Reduce -2.0% | 33,698 | $12.6M |
| Smith Chas P & Associates Pa Cpas | 0.66% | Add +0.5% | 33,477 | $12.5M |
| Fiduciary Trust Co | 0.14% | Reduce -10.4% | 32,858 | $12.3M |
| Fiduciary Counselling Inc. | 32.16% | No change | 32,448 | $12.1M |
| Susquehanna International Group, LLP | 0.02% | Reduce -45.8% | 32,237 | $12.0M |
| Hamilton Capital, LLC | 0.60% | — | 31,882 | $11.9M |
| Tudor Investment Corporation | 0.07% | Add +83.2% | 31,788 | $11.9M |
| Old National Bancorp | 0.20% | No change | 31,779 | $11.9M |
| Stratos Wealth Partners, LTD. | 0.13% | Reduce -1.5% | 31,256 | $11.7M |
| EP Wealth Advisors, LLC | 0.06% | — | 31,217 | $11.7M |
| Fire Capital Management LLC | 5.80% | Add +2.8% | 31,131 | $11.6M |
| Centennial Bank | 4.62% | Reduce -24.6% | 31,090 | $11.6M |
| Merit Financial Group, LLC | 0.09% | Add +15.3% | 30,829 | $11.5M |
| London Co. of Virginia | 0.07% | Add +2571.5% | 30,455 | $11.4M |
| 1900 Wealth Management LLC | 0.73% | Reduce -0.3% | 30,424 | $11.4M |
| Oxford Financial Group, LTD. LLC | 0.61% | Reduce -0.3% | 29,731 | $11.1M |
| Atlantic Union Bankshares Corp | 0.21% | Add +0.5% | 29,630 | $11.1M |
| Ethos Financial Group, LLC | 0.81% | Reduce -1.0% | 29,239 | $10.9M |
| Firestone Capital Management | 2.31% | Reduce -1.0% | 29,168 | $10.9M |
| HBK Sorce Advisory LLC | 0.24% | Reduce -1.5% | 28,079 | $10.6M |
| Sanctuary Advisors, LLC | 0.06% | Add +17.4% | 28,378 | $10.6M |
| North Star Investment Management Corp. | 0.66% | No change | 28,310 | $10.6M |
| Aptus Capital Advisors, LLC | 0.09% | Add +0.2% | 28,073 | $10.5M |
| Brown Financial Advisory | 5.30% | Reduce -4.0% | 28,058 | $10.5M |
| Silvercrest Asset Management Group LLC | 0.07% | Reduce -0.2% | 27,825 | $10.4M |
| Orion Porfolio Solutions, LLC | 0.08% | Reduce -46.8% | 27,696 | $10.3M |
| Parkside Financial Bank & Trust | 0.76% | Reduce -0.6% | 27,260 | $10.2M |
| Cannell & Spears LLC | 0.19% | No change | 27,200 | $10.2M |
| Turtle Creek Wealth Advisors, LLC | 0.80% | No change | 27,162 | $10.1M |
| Sepio Capital, LP | 0.56% | No change | 27,155 | $10.1M |
| Alliancebernstein L.P. | 0.00% | Add +12.2% | 27,118 | $10.1M |
| American National Bank & Trust | 0.93% | Add +0.4% | 26,287 | $9.8M |
| GC Wealth Management RIA, LLC | 0.36% | No change | 26,218 | $9.8M |
| CM Wealth Advisors LLC | 2.21% | Add +1.0% | 26,159 | $9.8M |
| Corepath Wealth Partners LLC | 6.51% | Add +15.6% | 25,459 | $9.7M |
| Indiana Trust & Investment Management Co | 2.82% | No change | 25,598 | $9.6M |
| Graves Light Lenhart Wealth, Inc. | 1.01% | Reduce -0.8% | 25,497 | $9.5M |
| Formulate Financial LLC | 11.14% | Add +2.5% | 25,440 | $9.5M |
| Summit Wealth Partners, LLC | 1.75% | Reduce -1.6% | 25,335 | $9.5M |
| Humankind Investments LLC | 4.20% | No change | 25,070 | $9.4M |
| Chilton Investment Co. Inc. | 0.19% | No change | 24,550 | $9.2M |
| Arcadia Investment Advisors LLC | 4.25% | Reduce -0.9% | 24,478 | $9.1M |
| Omega Financial Group, LLC | 3.03% | Reduce -2.8% | 24,393 | $9.1M |
| Fort Point Capital Partners LLC | 1.10% | Add +3.7% | 23,903 | $9.1M |
| Tudor Financial Inc. | 4.58% | Reduce -0.9% | 23,960 | $8.9M |
| First Citizens Bank & Trust Co. | 0.19% | Add +340.2% | 23,829 | $8.9M |
| Caprock Group, LLC | 0.19% | Reduce -7.5% | 23,765 | $8.9M |
| Campion Asset Management | 6.16% | Reduce -26.0% | 23,757 | $8.9M |
| MV Capital Management, Inc. | 0.84% | Reduce -1.3% | 23,480 | $8.8M |
| First Trust Advisors LP | 0.01% | Add +1106.5% | 23,129 | $8.6M |
| Relyea Zuckerberg Hanson LLC | 0.87% | Add +0.0% | 23,028 | $8.6M |
| Pure Financial Advisors, LLC | 0.13% | Reduce -2.4% | 22,994 | $8.6M |
| AlTi Global, Inc. | 0.18% | Reduce -0.5% | 22,757 | $8.5M |
| Raffa Wealth Management, LLC | 1.30% | No change | 22,675 | $8.5M |
| Circle Wealth Management, LLC | 0.13% | Reduce -26.0% | 22,121 | $8.3M |
| NewSquare Capital LLC | 0.73% | Reduce -29.6% | 22,086 | $8.2M |
| Hancock Whitney Corp. | 0.15% | Add +81.2% | 22,081 | $8.2M |
| United Capital Financial Advisors, LLC | 0.05% | Add +88.9% | 21,976 | $8.2M |
| Ackerman Asset Management, LLC | 5.45% | No change | 21,958 | $8.2M |
| Klingman & Associates, LLC | 0.39% | Reduce -1.1% | 21,804 | $8.1M |
| Up Strategic Wealth Investment Advisors LLC | 5.91% | No change | 21,509 | $8.1M |
| Bleakley Financial Group, LLC | 0.14% | Reduce -2.0% | 21,323 | $8.0M |
| Spire Wealth Management | 0.26% | Add +0.3% | 20,859 | $7.8M |
| Stegner Investment Associates Inc. | 4.12% | Reduce -11.9% | 20,740 | $7.7M |
| Evanson Asset Management, LLC | 0.41% | Add +3.5% | 20,528 | $7.7M |
| Integrated Advisors Network LLC | 0.34% | Reduce -4.0% | 20,452 | $7.6M |
| Fiducient Advisors LLC | 0.93% | Reduce -51.1% | 19,995 | $7.5M |
| Monument Capital Management | 1.84% | Add +5.0% | 19,829 | $7.4M |
| Avestar Capital, LLC | 0.51% | No change | 19,699 | $7.4M |
| Mather Group, Llc. | 0.07% | Reduce -1.9% | 19,443 | $7.3M |
| Pacific Capital Wealth Advisors, Inc. | 1.23% | No change | 19,234 | $7.2M |
| Advisory Services Network, LLC | 0.10% | Add +3.7% | 19,028 | $7.1M |
| Litman Gregory Wealth Management LLC | 0.51% | Reduce -19.1% | 18,802 | $7.0M |
| Breakwater Capital Group | 0.97% | Add +7.1% | 18,677 | $7.0M |
| Vise Technologies, Inc. | 0.14% | Add +52.3% | 18,637 | $7.0M |
| Regions Financial Corp. | 0.04% | Add +0.6% | 18,432 | $6.9M |
| Natixis Advisors, LLC | 0.01% | Reduce -16.5% | 18,373 | $6.9M |
| Keybank National Association | 0.02% | Add +17.9% | 18,339 | $6.8M |
| Oppenheimer & Co. Inc. | 0.10% | Add +276.8% | 18,277 | $6.8M |
| Diversified Trust Co. | 0.13% | Reduce -27.9% | 18,252 | $6.8M |
| Virtue Capital Management, LLC | 1.03% | New | 26,923 | $6.7M |
| GQG Partners LLC | 0.01% | Add +359.6% | 17,826 | $6.7M |
| Sage Mountain Advisors LLC | 0.35% | Reduce -0.2% | 17,767 | $6.6M |
| Fca Corp. | 1.87% | Add +0.3% | 17,733 | $6.6M |
| Tidal Investments LLC | 0.03% | Add +26.4% | 17,597 | $6.6M |
| Hirtle & Co., LLC | 0.25% | Reduce -6.2% | 17,595 | $6.6M |
| WealthTrust Asset Management, LLC | 4.58% | Add +18.5% | 17,543 | $6.6M |
| Garde Capital, Inc. | 0.39% | Reduce -0.3% | 17,487 | $6.5M |
| Bensler, LLC | 0.65% | Reduce -4.3% | 17,322 | $6.5M |
| Csenge Advisory Group | 0.29% | Reduce -5.8% | 17,307 | $6.5M |
| Retirement Income Solutions, Inc. | 1.09% | Reduce -10.5% | 17,274 | $6.5M |
| B. Riley Wealth Advisors, Inc. | 0.30% | Add +7.1% | 17,233 | $6.4M |
| Roble, Belko & Company, Inc | 0.84% | No change | 17,183 | $6.4M |
| Highland Capital Management, LLC | 0.31% | Add +19.4% | 16,922 | $6.3M |
| Sachetta, LLC | 3.42% | Reduce -78.1% | 16,730 | $6.2M |
| Utah Retirement Systems | 0.06% | New | 16,682 | $6.2M |
| SigFig Wealth Management, LLC | 0.18% | Reduce -4.1% | 16,245 | $6.1M |
| Destination Wealth Management | 0.16% | Reduce -0.3% | 16,382 | $6.1M |
| Ashton Thomas Private Wealth, LLC | 0.15% | Reduce -0.3% | 16,330 | $6.1M |
| Apella Capital, LLC | 0.12% | Add +25.1% | 16,209 | $6.1M |
| Maryland State Retirement & Pension System | 0.12% | Add +39.0% | 16,182 | $6.0M |
| Avior Wealth Management, LLC | 0.19% | Reduce -3.8% | 16,189 | $6.0M |
| Great Valley Advisor Group, Inc. | 0.11% | Add +3.1% | 16,001 | $6.0M |
| Sentinel Pension Advisors, LLC | 0.91% | Reduce -1.3% | 15,837 | $5.9M |
| Allworth Financial LP | 0.02% | Add +3.9% | 15,787 | $5.9M |
| Bayshore Capital Advisors, LLC | 2.94% | — | 15,776 | $5.9M |
| First Financial Bankshares Inc | 0.12% | Reduce -0.0% | 15,478 | $5.8M |
| Chicago Partners Investment Group LLC | 0.14% | Add +16.3% | 15,270 | $5.8M |
| Shelton Wealth Management, LLC | 2.52% | Reduce -1.6% | 15,440 | $5.8M |
| Topel & Distasi Wealth Management, LLC | 2.80% | Reduce -1.4% | 15,355 | $5.7M |
| Florida Trust Wealth Management Co | 0.16% | No change | 15,250 | $5.7M |
| Financial Engines Advisors L.L.C. | 0.01% | Reduce -4.3% | 15,112 | $5.6M |
| Strategic Investment Advisors / MI | 0.48% | Reduce -85.8% | 14,979 | $5.6M |
| Aspen Capital Management, LLC | 1.39% | Reduce -1.8% | 14,975 | $5.6M |
| Teachers Insurance & Annuity Association of America | 6.57% | No change | 14,967 | $5.6M |
| Rehmann Capital Advisory Group | 0.29% | Add +6.6% | 14,944 | $5.6M |
| Lowery Thomas, LLC | 3.15% | Add +0.3% | 14,923 | $5.6M |
| Sound View Wealth Advisors Group, LLC | 0.37% | Add +2.1% | 14,901 | $5.6M |
| Evoke Wealth, LLC | 0.10% | Add +0.1% | 14,497 | $5.4M |
| Anchor Capital Advisors LLC | 0.16% | Reduce -6.6% | 14,485 | $5.4M |
| Prospera Financial Services Inc | 0.09% | Reduce -0.6% | 14,358 | $5.4M |
| Checchi Capital Advisers, LLC | 0.36% | Add +10.9% | 14,342 | $5.4M |
| Rwa Wealth Partners, LLC | 0.06% | Add +21.7% | 14,298 | $5.3M |
| Consilio Wealth Advisors, LLC | 1.56% | Reduce -0.6% | 14,277 | $5.3M |
| Sageworth Trust Co | 0.23% | No change | 14,270 | $5.3M |
| Waldron Private Wealth LLC | 0.21% | Reduce -12.0% | 14,194 | $5.3M |
| O'shaughnessy Asset Management, LLC | 0.03% | Add +2.5% | 14,159 | $5.3M |
| T. Rowe Price Associates Inc. | 0.00% | No change | 14,136 | $5.3M |
| Evercore Wealth Management, LLC | 0.08% | Reduce -10.0% | 14,110 | $5.3M |
| Seneca Financial Advisors LLC | 1.60% | Reduce -4.2% | 14,061 | $5.3M |
| XTX Topco Ltd | 0.14% | Add +5.8% | 13,816 | $5.2M |
| Baker Avenue Asset Management, LP | 0.12% | Reduce -2.2% | 13,782 | $5.1M |
| Lodestar Private Asset Management LLC | 0.52% | Reduce -0.5% | 13,757 | $5.1M |
| Sumitomo Mitsui Trust Group, Inc. | 0.00% | Add +20.2% | 13,623 | $5.1M |
| Summit Trail Advisors, LLC | 0.09% | Reduce -7.2% | 13,601 | $5.1M |
| Fifth Third Securities, Inc. | 0.33% | Add +2.3% | 13,459 | $5.0M |
| St. Clair Advisors, LLC | 1.28% | Add +3.8% | 13,278 | $5.0M |
| Harbor Investment Advisory, LLC | 0.37% | Reduce -0.0% | 13,141 | $4.9M |
| ICONIQ Capital, LLC | 0.07% | Add +0.2% | 13,096 | $4.9M |
| Moisand Fitzgerald Tamayo, LLC | 0.55% | Reduce -0.3% | 13,088 | $4.9M |
| Portfolio Resources Advisor Group, Inc. | 4.88% | — | 13,087 | $4.9M |
| IFC Advisors LLC | 0.71% | No change | 13,072 | $4.9M |
| Crestmont Private Wealth LLC | 1.59% | Add +189.0% | 13,070 | $4.9M |
| Compound Planning, Inc. | 0.14% | Reduce -4.7% | 12,995 | $4.9M |
| Strategic Blueprint, LLC | 0.29% | Reduce -1.5% | 12,921 | $4.8M |
| Peoples Bank | 2.97% | No change | 12,838 | $4.8M |
| Summit Financial Strategies, Inc. | 0.39% | Reduce -0.3% | 12,743 | $4.8M |
| Jane Street Group, LLC | 0.01% | Reduce -68.7% | 12,700 | $4.7M |
| Avidian Wealth Enterprises, LLC | 0.17% | Reduce -2.5% | 12,634 | $4.7M |
| Visionary Wealth Advisors | 0.21% | Reduce -0.9% | 12,618 | $4.7M |
| Sand Hill Global Advisors, LLC | 0.16% | Reduce -2.4% | 12,591 | $4.7M |
| Linscomb Wealth, Inc. | 0.20% | Reduce -3.8% | 12,487 | $4.7M |
| Valeo Financial Advisors, LLC | 0.10% | Reduce -0.0% | 12,465 | $4.7M |
| Basecamp Wealth Advisors LLC | 0.99% | — | 12,435 | $4.6M |
| Parsons Capital Management Inc. | 0.25% | Add +5.8% | 12,350 | $4.6M |
| Obsidian Cio, LLC | 6.82% | Reduce -92.9% | 12,335 | $4.6M |
| Peapack Gladstone Financial Corp. | 0.06% | Reduce -5.2% | 12,306 | $4.6M |
| Midwest Trust Co | 0.06% | Add +8.1% | 12,203 | $4.6M |
| Elk River Wealth Management LLC | 0.73% | Reduce -0.1% | 12,189 | $4.6M |
| Intrua Financial, LLC | 0.50% | Reduce -2.8% | 12,138 | $4.5M |
| Guyasuta Investment Advisors Inc. | 0.26% | No change | 12,095 | $4.5M |
| Tocqueville Asset Management L.P. | 0.07% | No change | 11,960 | $4.5M |
| Next Capital Management LLC | 1.43% | Add +0.3% | 11,948 | $4.5M |
| Philadelphia Trust Co. | 0.31% | No change | 11,946 | $4.5M |
| HFG Advisors, Inc. | 3.19% | Add +4.3% | 11,781 | $4.4M |
| J.Safra Asset Management Corp | 0.23% | New | 11,765 | $4.4M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.08% | Add +55.0% | 11,694 | $4.4M |
| D.A. Davidson & Co. | 0.03% | Add +3.1% | 11,476 | $4.3M |
| Crestwood Advisors Group, LLC | 0.07% | Add +19.8% | 11,475 | $4.3M |
| Freestone Capital Holdings, LLC | 0.13% | No change | 11,420 | $4.3M |
| Capital Group Private Client Services, Inc. | 0.07% | Reduce -3.4% | 11,408 | $4.3M |
| Cherrydale Wealth Management, LLC | 1.28% | Reduce -4.6% | 11,332 | $4.2M |
| Cambridge Financial Group, LLC | 1.45% | Add +0.4% | 11,761 | $4.2M |
| Dakota Wealth Management | 0.07% | Reduce -2.4% | 11,104 | $4.1M |
| Advisor Resource Council | 1.47% | Add +140.9% | 10,933 | $4.1M |
| Calamos Wealth Management LLC | 0.14% | Add +5.2% | 10,936 | $4.1M |
| Americana Partners, LLC | 0.11% | No change | 10,930 | $4.1M |
| Phillips Financial Management, LLC | 0.26% | Add +0.1% | 10,691 | $4.0M |
| Fsa Wealth Partners, Inc. | 1.43% | Reduce -0.6% | 10,643 | $4.0M |
| Vanguard Group Inc. | 0.00% | Reduce -5.7% | 10,592 | $4.0M |
| Accredited Investors Inc. | 0.21% | Reduce -2.2% | 10,511 | $3.9M |
| Harbour Capital Advisors, LLC | 0.80% | Reduce -8.7% | 10,480 | $3.9M |
| EverSource Wealth Advisors, LLC | 0.14% | Reduce -35.0% | 10,502 | $3.9M |
| ORG Partners LLC | 0.70% | Reduce -0.7% | 10,407 | $3.9M |
| Northern Lights Advisors, Inc. | 2.66% | — | 10,400 | $3.9M |
| Snowden Capital Advisors LLC | 0.10% | Add +1410.0% | 10,389 | $3.9M |
| Brown Brothers Harriman & Co. | 0.02% | Reduce -3.2% | 10,374 | $3.9M |
| New Wave Wealth Advisors LLC | 1.42% | Add +32.6% | 10,360 | $3.9M |
| Belpointe Asset Management LLC | 0.14% | Reduce -5.1% | 10,345 | $3.9M |
| J.W. Cole Advisors, Inc. | 0.09% | Reduce -2.0% | 12,838 | $3.9M |
| Horizon Investment Services, LLC | 1.39% | Add +0.1% | 10,322 | $3.9M |
| Lansing Street Advisors | 0.99% | Add +0.3% | 10,286 | $3.8M |
| Plancorp, LLC | 0.12% | Reduce -9.6% | 10,229 | $3.8M |
| Ascent Group, LLC | 0.13% | Reduce -1.9% | 10,219 | $3.8M |
| One Wealth Map LLC | 1.93% | Add +2.8% | 9,946 | $3.8M |
| MKD Wealth Coaches, LLC | 3.77% | Reduce -0.0% | 10,107 | $3.8M |
| Center for Wealth Management Advisory | 2.78% | — | 10,096 | $3.8M |
| Precedent Wealth Partners, LLC | 0.78% | Reduce -12.1% | 9,966 | $3.7M |
| Evensky & Katz LLC | 0.21% | Add +0.1% | 9,923 | $3.7M |
| Annex Advisory Services, LLC | 0.07% | Add +362.4% | 9,821 | $3.7M |
| Guardian Wealth Advisors, LLC / NC | 0.23% | Reduce -1.3% | 9,804 | $3.7M |
| Mitchell Sinkler & Starr | 1.64% | Add +0.5% | 9,700 | $3.6M |
| Cranbrook Wealth Management, LLC | 0.71% | Reduce -2.2% | 9,668 | $3.6M |
| Forvis Mazars Wealth Advisors, LLC | 0.07% | Reduce -2.0% | 9,661 | $3.6M |
| G2 Capital Management, LLC / Oh | 0.86% | Reduce -0.2% | 9,563 | $3.6M |
| Haverford Trust Co | 0.03% | No change | 9,541 | $3.6M |
| Smartleaf Asset Management LLC | 0.13% | Add +87.1% | 9,449 | $3.6M |
| Sei Investments Co. | 0.00% | Add +26.3% | 9,399 | $3.5M |
| Mill Creek Capital Advisors, LLC | 0.07% | Reduce -11.8% | 9,396 | $3.5M |
| First Western Trust Bank | 0.17% | No change | 9,329 | $3.5M |
| LMCG Investments, LLC | 0.20% | Add +1.0% | 9,274 | $3.5M |
| Kera Capital Partners, Inc. | 0.43% | Reduce -0.0% | 9,150 | $3.5M |
| Ashford Advisors, LLC | 0.74% | No change | 9,105 | $3.4M |
| Ellis Investment Partners, LLC | 0.59% | Reduce -2.5% | 9,063 | $3.4M |
| Welch & Forbes LLC | 0.04% | No change | 9,045 | $3.4M |
| KM Capital Management Ltd. | 1.72% | Add +2.0% | 9,033 | $3.4M |
| Fort Washington Investment Advisors Inc. | 0.02% | Reduce -4.1% | 9,021 | $3.4M |
| Russell Investments Group, Ltd. | 0.00% | Add +449.8% | 8,950 | $3.3M |
| Lazard Asset Management LLC | 0.01% | Add +0.1% | 8,873 | $3.3M |
| Ullmann Wealth Partners Group, LLC | 0.34% | No change | 8,846 | $3.3M |
| SVB Wealth LLC | 0.19% | Add +5.9% | 8,840 | $3.3M |
| Chevy Chase Trust Holdings, LLC | 0.01% | Reduce -3.1% | 8,828 | $3.3M |
| Hilltop Holdings Inc. | 0.20% | Add +113.8% | 8,800 | $3.3M |
| Corundum Group, Inc. | 1.10% | Add +3.2% | 8,798 | $3.3M |
| GHP Investment Advisors, Inc. | 0.14% | Reduce -0.3% | 8,792 | $3.3M |
| Mutual Advisors, LLC | 0.07% | Add +3.0% | 8,754 | $3.3M |
| IFP Advisors, Inc | 0.07% | Add +2.2% | 8,703 | $3.3M |
| Capital International Investors | 0.00% | Add +94.3% | 8,619 | $3.2M |
| Security Financial Services, INC. | 0.51% | Reduce -2.6% | 8,678 | $3.2M |
| Mainstay Capital Management LLC | 0.24% | Reduce -9.3% | 8,498 | $3.2M |
| Bear Mountain Capital, Inc. | 1.02% | No change | 8,296 | $3.1M |
| Scharf Investments, LLC | 0.08% | New | 8,313 | $3.1M |
| Cornerstone Advisory, LLC | 0.30% | Add +0.1% | 8,291 | $3.1M |
| Forteris Wealth Management Inc. | 3.04% | — | 8,280 | $3.1M |
| Bryn Mawr Trust Advisors, LLC | 0.15% | No change | 8,124 | $3.0M |
| Fiduciary Financial Group, LLC | 0.43% | No change | 8,115 | $3.0M |
| Atria Investments, Inc | 0.03% | Add +46.2% | 8,003 | $3.0M |
| Certuity, LLC | 0.19% | No change | 7,957 | $3.0M |
| Beacon Financial Group | 0.29% | Reduce -3.3% | 7,937 | $3.0M |
| Smith, Moore & Co. | 0.22% | Add +3.0% | 7,924 | $3.0M |
| Kestra Private Wealth Services, LLC | 0.04% | Add +108.1% | 7,904 | $3.0M |
| Rosenblum Silverman Sutton S F Inc. | 0.68% | Add +4.9% | 7,847 | $2.9M |
| Red Tortoise LLC | 1.26% | Reduce -3.5% | 7,830 | $2.9M |
| Gotham Asset Management | 0.01% | No change | 7,815 | $2.9M |
| Hillcrest Wealth Advisors - NY, LLC | 1.25% | Reduce -1.3% | 7,795 | $2.9M |
| Selby Wealth Management, LLC | 1.17% | — | 7,785 | $2.9M |
| Maridea Wealth Management LLC | 0.44% | Add +3.6% | 7,785 | $2.9M |
| Trustees of Columbia University in the City of New York | 0.35% | New | 7,775 | $2.9M |
| TFC Financial Management, Inc. | 0.36% | No change | 7,764 | $2.9M |
| Plum Street Advisors, LLC | 1.03% | Reduce -12.3% | 7,757 | $2.9M |
| Riverpoint Wealth Management Holdings, LLC | 0.61% | Add +0.9% | 7,641 | $2.9M |
| Fragasso Financial Advisors Inc | 0.17% | Reduce -3.8% | 7,631 | $2.8M |
| Ferguson Wellman Capital Management, Inc. | 0.05% | Add +0.9% | 7,593 | $2.8M |
| Prime Capital Investment Advisors, LLC | 0.03% | Add +16.7% | 7,572 | $2.8M |
| Acropolis Investment Management, LLC | 0.13% | No change | 7,558 | $2.8M |
| Capital Investment Management, Inc. | 0.99% | — | 7,552 | $2.8M |
| Fiera Capital Corp | 0.01% | No change | 7,542 | $2.8M |
| Johnson Financial Group, LLC | 0.17% | New | 7,319 | $2.7M |
| Stratos Wealth Advisors, LLC | 0.13% | Reduce -1.8% | 7,307 | $2.7M |
| Lutz Financial Services LLC | 0.19% | New | 7,304 | $2.7M |
| CFM Wealth Partners LLC | 0.39% | Add +0.7% | 7,274 | $2.7M |
| Dorsey & Whitney Trust CO LLC | 0.14% | Add +9.1% | 7,271 | $2.7M |
| Kovack Advisors, Inc. | 0.13% | Reduce -3.1% | 7,258 | $2.7M |
| Brand Asset Management Group, Inc. | 0.75% | Reduce -0.9% | 7,224 | $2.7M |
| Castle Wealth Management LLC | 0.89% | Reduce -0.4% | 7,222 | $2.7M |
| Sage Financial Group Inc. | 0.18% | No change | 7,176 | $2.7M |
| DWR Wealth Management, LLC | 2.48% | — | 7,117 | $2.7M |
| One Wealth Advisors, LLC | 0.33% | Add +7.5% | 7,153 | $2.7M |
| Mayflower Financial Advisors, LLC | 0.32% | Add +5.7% | 7,107 | $2.7M |
| Gemmer Asset Management LLC | 0.20% | No change | 7,098 | $2.7M |
| HUB Investment Partners, LLC | 0.07% | Reduce -4.0% | 7,055 | $2.6M |
| Gryphon Financial Partners LLC | 0.28% | Reduce -2.2% | 6,983 | $2.6M |
| ZWJ Investment Counsel Inc. | 0.09% | No change | 6,982 | $2.6M |
| Foundation Wealth Management, LLC\PA | 0.95% | No change | 6,979 | $2.6M |
| James Investment Research, Inc. | 0.28% | Reduce -6.2% | 6,880 | $2.6M |
| Orrstown Financial Services Inc. | 0.43% | No change | 6,859 | $2.6M |
| NorthCrest Asset Manangement, LLC | 0.06% | Add +0.8% | 6,793 | $2.6M |
| Members Wealth LLC | 1.60% | Add +10.2% | 6,727 | $2.6M |
| Joel Isaacson & Co., LLC | 0.08% | Reduce -4.7% | 6,826 | $2.5M |
| Nadler Financial Group, Inc. | 0.24% | Reduce -7.2% | 6,810 | $2.5M |
| Connecticut Wealth Management, LLC | 0.11% | Add +0.0% | 6,803 | $2.5M |
| McNamara Financial Services, Inc. | 0.48% | Reduce -7.3% | 6,793 | $2.5M |
| Forum Financial Management, LP | 0.03% | Add +1.0% | 6,785 | $2.5M |
| Genesee Capital Advisors, LLC | 1.02% | Reduce -26.0% | 6,781 | $2.5M |
| Fulton Bank, N.A. | 0.09% | Add +239.2% | 6,766 | $2.5M |
| Webster Bank, N. A. | 0.23% | No change | 6,697 | $2.5M |
| Sellwood Investment Partners LLC | 0.98% | No change | 6,690 | $2.5M |
| Meramec Financial Planners, LLC | 0.97% | — | 6,590 | $2.5M |
| Cahill Financial Advisors Inc. | 0.27% | No change | 6,644 | $2.5M |
| Wick Capital Partners, LLC | 0.44% | Add +0.9% | 6,607 | $2.5M |
| Global Retirement Partners, LLC | 0.04% | Add +54.0% | 6,549 | $2.4M |
| Landaas & Co. /Wi | 0.54% | No change | 6,515 | $2.4M |
| Parallel Advisors, LLC | 0.04% | Reduce -3.3% | 6,497 | $2.4M |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -8.0% | 6,489 | $2.4M |
| TSA Wealth Managment LLC | 0.80% | Reduce -2.0% | 6,486 | $2.4M |
| Eagle Bay Advisors LLC | 1.76% | Reduce -4.4% | 6,473 | $2.4M |
| Modern Wealth Management, LLC | 0.04% | Add +157.6% | 6,440 | $2.4M |
| Zhang Financial LLC | 0.09% | Add +1.4% | 6,423 | $2.4M |
| Fisher Asset Management | 0.00% | Add +19.5% | 6,414 | $2.4M |
| River Wealth Advisors LLC | 0.27% | No change | 6,398 | $2.4M |
| GenWealth Group, Inc. | 0.41% | Reduce -0.3% | 6,294 | $2.4M |
| Sightline Wealth Advisors, LLC | 1.02% | Add +33.3% | 6,395 | $2.4M |
| Prudential Financial Inc. | 0.00% | Reduce -49.2% | 6,348 | $2.4M |
| Arkadios Wealth Advisors | 0.05% | Add +13.9% | 6,376 | $2.4M |
| Allegheny Financial Group | 0.35% | Add +0.1% | 6,356 | $2.4M |
| Associated Banc-Corp | 0.06% | Add +6.1% | 6,354 | $2.4M |
| Broadview Financial Management, LLC | 1.59% | Reduce -0.7% | 6,348 | $2.4M |
| Essex Financial Services, Inc. | 0.13% | Reduce -0.8% | 6,346 | $2.4M |
| Bridges Investment Management Inc. | 0.03% | Reduce -0.7% | 6,335 | $2.4M |
| Cypress Wealth Services, LLC | 0.33% | Reduce -0.0% | 6,332 | $2.4M |
| Alpha Cubed Investments, LLC | 0.08% | Reduce -3.2% | 6,324 | $2.4M |
| AE Wealth Management LLC | 0.01% | Add +10.7% | 6,177 | $2.3M |
| Vision Capital Management, Inc. | 0.28% | Reduce -0.2% | 6,146 | $2.3M |
| HighPoint Advisor Group LLC | 0.05% | New | 6,127 | $2.3M |
| Rossmore Private Capital | 0.20% | No change | 6,095 | $2.3M |
| SB Capital Management Inc | 0.82% | — | 6,027 | $2.3M |
| Vista Capital Partners, Inc. | 0.22% | Add +149.0% | 6,026 | $2.3M |
| Assetmark, Inc. | 0.00% | Reduce -2.0% | 6,020 | $2.2M |
| Kingsview Wealth Management, LLC | 0.03% | Add +10.0% | 5,966 | $2.2M |
| Bawa N Mallick Trust | 0.83% | No change | 5,960 | $2.2M |
| Berman McAleer LLC | 0.30% | Add +0.3% | 5,944 | $2.2M |
| GenTrust, LLC | 0.10% | No change | 5,942 | $2.2M |
| Horst & Graben Wealth Management LLC | 0.33% | Reduce -0.1% | 5,932 | $2.2M |
| Ardent Capital Management, Inc. | 0.87% | No change | 5,902 | $2.2M |
| Truepoint, Inc. | 0.05% | No change | 5,858 | $2.2M |
| Atalanta Sosnoff Capital, LLC | 0.04% | Add +222.5% | 5,843 | $2.2M |
| Paul R. Ried Financial Group, LLC | 1.03% | No change | 5,837 | $2.2M |
| Mesirow Financial Investment Management, Inc. | 0.04% | Reduce -7.8% | 5,836 | $2.2M |
| Henrickson Nauta Wealth Advisors, Inc. | 0.32% | Add +100.0% | 5,732 | $2.2M |
| First Horizon Corp. | 0.10% | Reduce -5.5% | 5,793 | $2.2M |
| Manchester Capital Management LLC | 0.29% | Add +2.0% | 5,774 | $2.2M |
| Smithfield Trust Co | 0.10% | Reduce -0.1% | 5,771 | $2.2M |
| Capital City Trust Co. | 0.48% | No change | 5,757 | $2.1M |
| Summit Financial, LLC | 0.03% | Add +2.8% | 5,737 | $2.1M |
| World Investment Advisors | 0.04% | Add +214.7% | 5,700 | $2.1M |
| Xponance LLC | 0.02% | Reduce -46.5% | 5,557 | $2.1M |
| Ausdal Financial Partners, Inc. | 0.10% | Add +18.9% | 5,506 | $2.1M |
| Ade, LLC | 0.99% | Add +0.1% | 5,494 | $2.1M |
| Nemes Rush Group LLC | 0.19% | Add +1.3% | 5,478 | $2.0M |
| Tsfg, LLC | 0.30% | Reduce -0.2% | 5,460 | $2.0M |
| Auour Investments LLC | 0.65% | Reduce -0.5% | 5,453 | $2.0M |
| Foundations Investment Advisors, LLC | 0.03% | Reduce -0.6% | 5,427 | $2.0M |
| Aspen Investment Management Inc | 0.61% | Add +56.5% | 5,386 | $2.0M |
| Asset Dedication, LLC | 0.13% | Reduce -2.6% | 5,373 | $2.0M |
| Townsend Asset Management Corp. /NC/ | 0.71% | Reduce -0.3% | 5,364 | $2.0M |
| Hoxton Planning & Management, LLC | 0.60% | Reduce -1.3% | 5,334 | $2.0M |
| Westshore Wealth, LLC | 0.66% | No change | 5,326 | $2.0M |
| SC&H Financial Advisors, Inc. | 0.30% | Add +0.1% | 5,276 | $2.0M |
| Flputnam Investment Management Co. | 0.03% | Add +0.8% | 5,270 | $2.0M |
| Cyndeo Wealth Partners, LLC | 0.11% | Add +459.3% | 5,246 | $2.0M |
| Peddock Capital Advisors, LLC | 0.41% | Reduce -0.8% | 5,239 | $2.0M |
| Asempa Wealth Advisors | 1.68% | — | 5,237 | $2.0M |
| Talisman Wealth Advisors LLC | 1.52% | No change | 5,223 | $2.0M |
| Aviso Wealth Management | 0.82% | New | 5,200 | $1.9M |
| Lunt Capital Management, Inc. | 0.73% | No change | 5,193 | $1.9M |
| Focus Financial Network, Inc. | 0.07% | Add +9.6% | 5,155 | $1.9M |
| Sharkey, Howes & Javer | 0.24% | Add +0.2% | 5,149 | $1.9M |
| Wealth Alliance, LLC | 0.19% | Add +9.0% | 5,147 | $1.9M |
| Livet Wealth, LLC | 1.18% | — | 5,144 | $1.9M |
| Keebeck Wealth Management | 0.22% | Add +1.4% | 5,120 | $1.9M |
| Detalus Advisors, LLC | 0.47% | Reduce -1.3% | 5,112 | $1.9M |
| Simmons Bank | 0.13% | No change | 5,108 | $1.9M |
| Legacy Edge Advisors, LLC | 0.21% | Reduce -0.5% | 5,092 | $1.9M |
| Carrera Capital Advisors | 0.32% | Add +0.3% | 5,065 | $1.9M |
| Capital Asset Advisory Services LLC | 0.08% | Add +7.0% | 4,979 | $1.9M |
| Jump Financial, LLC | 0.03% | Reduce -59.4% | 5,051 | $1.9M |
| Fiduciary Wealth Partners, LLC | 0.77% | No change | 5,009 | $1.9M |
| Advisors Capital Management, LLC | 0.02% | Reduce -6.5% | 4,982 | $1.9M |
| Axxcess Wealth Management, LLC | 0.03% | Add +7.0% | 4,979 | $1.9M |
| Finley Financial, LLC | 0.85% | Reduce -22.2% | 4,965 | $1.9M |
| AdvisorNet Financial, Inc | 0.10% | Reduce -1.9% | 4,860 | $1.8M |
| Procyon Advisors, LLC | 0.09% | Add +5.2% | 4,853 | $1.8M |
| Wesbanco Bank Inc. | 0.05% | Reduce -3.2% | 4,853 | $1.8M |
| Adkins Seale Capital Management LLC | 1.79% | — | 4,848 | $1.8M |
| Box Hill Private Wealth LLC | 1.83% | — | 4,836 | $1.8M |
| Westmount Partners, LLC | 0.45% | No change | 4,819 | $1.8M |
| Tiemann Investment Advisors, LLC | 0.70% | No change | 4,810 | $1.8M |
| Greenspring Advisors, LLC | 0.11% | New | 4,800 | $1.8M |
| Stewardship Concepts Financial Services LLC | 1.51% | — | 4,782 | $1.8M |
| Argent Trust Co | 0.06% | No change | 4,772 | $1.8M |
| VestGen Advisors, LLC | 0.08% | Reduce -4.7% | 4,761 | $1.8M |
| Morton Capital Management LLC | 0.27% | No change | 4,730 | $1.8M |
| Parisi Gray Wealth Management | 0.40% | Reduce -0.0% | 4,722 | $1.8M |
| Eq LLC | 0.51% | Add +5.4% | 4,695 | $1.8M |
| Meridian Wealth Management, LLC | 0.06% | Add +1.4% | 4,656 | $1.7M |
| LBJ Family Wealth Advisors, Ltd. | 0.95% | Add +0.2% | 4,646 | $1.7M |
| First Financial Corp. | 0.65% | No change | 4,597 | $1.7M |
| Lee Danner & Bass Inc. | 0.12% | Reduce -11.8% | 4,595 | $1.7M |
| Roundview Capital LLC | 0.10% | No change | 4,570 | $1.7M |
| Wedmont Private Capital | 0.06% | Reduce -7.3% | 4,480 | $1.7M |
| Peck Wealth Management, LLC | 1.60% | Reduce -7.6% | 4,536 | $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 | 0.10% | No change | 4,523 | $1.7M |
| Independent Financial Group, LLC | 0.04% | Reduce -2.0% | 4,511 | $1.7M |
| MidFirst Bank | 0.13% | — | 4,504 | $1.7M |
| Acadian Asset Management LLC | 0.00% | Reduce -56.4% | 4,487 | $1.7M |
| CFS Investment Advisory Services, LLC | 0.12% | Reduce -3.6% | 4,482 | $1.7M |
| Savvy Advisors, Inc. | 0.05% | Add +1.9% | 4,475 | $1.7M |
| Stordahl Capital Management, Inc. | 0.34% | No change | 4,474 | $1.7M |
| MorganRosel Wealth Management, LLC | 0.42% | New | 4,472 | $1.7M |
| Optivise Advisory Services LLC | 0.95% | Add +0.6% | 4,432 | $1.7M |
| Connable Office Inc. | 0.15% | Add +0.4% | 4,398 | $1.6M |
| Certified Advisory Corp | 0.15% | Reduce -3.4% | 4,387 | $1.6M |
| SouthState Bank Corp | 0.07% | Reduce -0.3% | 4,363 | $1.6M |
| NewEdge Wealth, LLC | 0.02% | Add +7.8% | 4,346 | $1.6M |
| 17 Capital Partners, LLC | 0.84% | Reduce -8.9% | 4,335 | $1.6M |
| Morris Financial Concepts, Inc. | 0.57% | Reduce -1.7% | 4,323 | $1.6M |
| Fifth Third Wealth Advisors LLC | 0.06% | No change | 4,301 | $1.6M |
| First Business Financial Services, Inc. | 0.15% | No change | 4,244 | $1.6M |
| Leavell Investment Management, Inc. | 0.07% | No change | 4,221 | $1.6M |
| Focus Partners Advisor Solutions, LLC | 0.02% | Reduce -15.5% | 4,179 | $1.6M |
| Silver Oak Securities, Incorporated | 0.11% | New | 4,148 | $1.6M |
| Coastline Trust Co | 0.15% | Reduce -27.5% | 4,176 | $1.6M |
| Balance Wealth Partners LLC | 0.50% | Reduce -2.5% | 4,172 | $1.6M |
| Kendall Capital Management | 0.33% | Add +12.9% | 4,168 | $1.6M |
| Callan Family Office, LLC | 0.03% | No change | 4,154 | $1.6M |
| James J. Burns & Company, LLC | 0.21% | Reduce -6.1% | 3,980 | $1.5M |
| Andrews, Lucia Wealth Management LLC | 0.88% | Reduce -11.8% | 3,969 | $1.5M |
| Betterment LLC | 0.00% | Add +55.8% | 3,958 | $1.5M |
| Eagle Strategies LLC | 0.19% | Add +3.7% | 3,946 | $1.5M |
| Neumann Capital Management, LLC | 0.42% | No change | 3,938 | $1.5M |
| McCarthy Asset Management, Inc. | 0.77% | Reduce -0.1% | 3,930 | $1.5M |
| Pacific Park Financial, Inc. | 0.91% | — | 3,897 | $1.5M |
| Equitable Trust Co. | 0.07% | Reduce -9.8% | 3,896 | $1.5M |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Reduce -18.5% | 3,894 | $1.5M |
| Balentine LLC | 0.05% | No change | 3,868 | $1.4M |
| Tanager Wealth Management LLP | 0.14% | Add +1.3% | 3,850 | $1.4M |
| Benjamin Edwards Inc. | 0.02% | Reduce -4.7% | 3,846 | $1.4M |
| Capital Investment Advisors, LLC | 0.02% | Add +22.7% | 3,816 | $1.4M |
| SOL Capital Management CO | 0.13% | No change | 3,806 | $1.4M |
| Gilpin Wealth Management, LLC | 1.11% | — | 3,756 | $1.4M |
| Cypress Capital Group | 0.15% | Reduce -1.2% | 3,692 | $1.4M |
| Petredis Investment Advisors LLC | 0.11% | No change | 3,684 | $1.4M |
| Key Financial Inc | 0.25% | Reduce -6.4% | 3,670 | $1.4M |
| Valmark Advisers, Inc. | 0.02% | Add +1.2% | 3,663 | $1.4M |
| ASL Financial, LLC | 1.07% | — | 3,650 | $1.4M |
| Acumen Wealth Advisors, LLC | 0.39% | — | 3,640 | $1.4M |
| LCW Services, LLC | 0.72% | — | 3,634 | $1.4M |
| Strategic Wealth Partners, Ltd. | 0.09% | Reduce -0.6% | 3,634 | $1.4M |
| Montecito Bank & Trust | 0.22% | Reduce -2.0% | 3,624 | $1.4M |
| NorthCoast Asset Management LLC | 0.03% | Reduce -98.0% | 3,613 | $1.3M |
| Ellevest, Inc. | 0.19% | No change | 3,613 | $1.3M |
| Legacy Wealth Asset Management, LLC | 0.33% | New | 3,601 | $1.3M |
| TD Waterhouse Canada Inc. | 0.01% | New | 3,600 | $1.3M |
| Hilltop National Bank | 0.32% | No change | 3,568 | $1.3M |
| W.H. Cornerstone Investments Inc. | 0.80% | Add +0.3% | 3,552 | $1.3M |
| Heritage Wealth Advisors | 0.05% | No change | 3,548 | $1.3M |
| Whitegate Investment Counselors, Inc. | 0.41% | No change | 3,543 | $1.3M |
| Optimist Retirement Group LLC | 0.61% | No change | 3,542 | $1.3M |
| Range Advisory, LLC | 0.34% | — | 3,532 | $1.3M |
| Rockwood Wealth Management, LLC | 0.10% | Reduce -6.2% | 3,520 | $1.3M |
| Choate Investment Advisors | 0.03% | Reduce -2.6% | 3,512 | $1.3M |
| Rovin Capital /Ut/ | 0.35% | Reduce -4.0% | 3,492 | $1.3M |
| Facet Wealth, Inc. | 0.02% | Add +23.6% | 3,404 | $1.3M |
| Decker Wealth Management LLC | 0.28% | — | 3,463 | $1.3M |
| Pathway Financial Advisors LLC | 0.16% | No change | 3,400 | $1.3M |
| Ofc Financial Planning, LLC | 1.22% | No change | 3,439 | $1.3M |
| Flaharty Asset Management, LLC | 0.16% | No change | 3,425 | $1.3M |
| FSM Wealth Advisors, LLC | 0.17% | Reduce -0.4% | 3,420 | $1.3M |
| Ti-Trust, Inc. | 0.79% | No change | 3,419 | $1.3M |
| Vawter Financial, Ltd. | 0.54% | Reduce -1.0% | 3,408 | $1.3M |
| Colonial Trust Advisors | 0.10% | No change | 3,400 | $1.3M |
| Harbor Asset Planning, Inc. | 1.08% | Add +0.3% | 3,396 | $1.3M |
| Brookstone Capital Management | 0.01% | Reduce -4.5% | 3,339 | $1.2M |
| Bollard Group LLC | 0.03% | Add +0.3% | 3,336 | $1.2M |
| ARK & TLK Investments, LLC | 0.34% | No change | 3,331 | $1.2M |
| Patten & Patten Inc. | 0.07% | No change | 3,328 | $1.2M |
| Edgestream Partners, L.P. | 0.03% | Add +96.9% | 3,324 | $1.2M |
| AlphaCore Capital LLC | 0.03% | Reduce -0.5% | 3,313 | $1.2M |
| ATLas Financial Planning LLC | 1.21% | — | 3,292 | $1.2M |
| Brandywine Oak Private Wealth LLC | 0.10% | Reduce -2.6% | 3,286 | $1.2M |
| Praetorian Wealth Management, Inc. | 0.24% | New | 3,285 | $1.2M |
| Lowe Brockenbrough & Co. Inc. | 0.06% | No change | 3,265 | $1.2M |
| Legacy Private Trust Co. | 0.07% | No change | 3,264 | $1.2M |
| Regimen Wealth, LLC | 0.36% | No change | 3,263 | $1.2M |
| Instrumental Wealth, LLC | 0.73% | Reduce -2.9% | 3,205 | $1.2M |
| Polaris Investment Advisors, LLC | 0.87% | — | 3,230 | $1.2M |
| DHJJ Financial Advisors, Ltd. | 0.40% | No change | 3,228 | $1.2M |
| CreativeOne Wealth, LLC | 0.03% | Add +0.4% | 3,217 | $1.2M |
| Prosperity Consulting Group, LLC | 0.05% | Add +22.6% | 3,200 | $1.2M |
| Note Advisors, LLC | 0.61% | Reduce -3.0% | 3,168 | $1.2M |
| Meridian Wealth Advisors, LLC | 0.16% | No change | 3,185 | $1.2M |
| Soundwatch Capital LLC | 0.18% | Reduce -7.1% | 3,183 | $1.2M |
| Wealthquest Corp | 0.09% | New | 3,157 | $1.2M |
| WealthShield Partners, LLC | 0.13% | Add +515.6% | 3,152 | $1.2M |
| Waters Parkerson & Co., LLC | 0.06% | No change | 3,150 | $1.2M |
| Retirement Planning Group, LLC | 0.04% | No change | 3,147 | $1.2M |
| Waterfront Wealth Inc. | 0.22% | Add +0.9% | 3,095 | $1.2M |
| Wealth Architects, LLC | 0.10% | No change | 3,121 | $1.2M |
| Bluespring Wealth Management, LLC | 0.10% | Reduce -1.5% | 3,096 | $1.2M |
| Spinnaker Trust | 0.06% | Reduce -2.3% | 3,092 | $1.2M |
| Financially in Tune, LLC | 1.08% | — | 3,090 | $1.2M |
| Benchmark Financial Wealth Advisors, LLC | 0.33% | Reduce -6.6% | 3,087 | $1.2M |
| McClarren Financial Advisors, Inc. | 0.68% | Add +157.1% | 4,152 | $1.1M |
| Cortland Associates Inc. | 0.14% | No change | 3,038 | $1.1M |
| Nicolet Bankshares Inc. | 0.18% | Reduce -1.1% | 3,025 | $1.1M |
| Cozad Asset Management Inc. | 0.09% | Reduce -1.7% | 3,023 | $1.1M |
| Transcend Capital Advisors, LLC | 0.09% | Reduce -22.8% | 3,000 | $1.1M |
| Chandler Asset Management, Inc. | 0.18% | No change | 3,000 | $1.1M |
| Landmark Wealth Management, LLC | 0.43% | Reduce -13.8% | 2,998 | $1.1M |
| Legacy Trust | 0.21% | Add +12.0% | 2,985 | $1.1M |
| Semitam Bonam LLC | 0.93% | Reduce -3.7% | 2,982 | $1.1M |
| BLB&B Advisors, LLC | 0.05% | Add +34.1% | 2,982 | $1.1M |
| Flagship Harbor Advisors, LLC | 0.05% | Reduce -1.0% | 2,971 | $1.1M |
| IFG Advisors, LLC | 0.18% | Reduce -35.0% | 2,964 | $1.1M |
| Larson Financial Group LLC | 0.04% | Add +0.1% | 2,959 | $1.1M |
| Oldfather Financial Services, LLC | 0.33% | Reduce -2.7% | 2,959 | $1.1M |
| Graver Capital Management, LLC | 0.87% | Reduce -23.8% | 2,957 | $1.1M |
| Patten Group, Inc. | 0.20% | Reduce -4.8% | 2,955 | $1.1M |
| Carnegie Investment Counsel | 0.02% | Add +0.0% | 2,953 | $1.1M |
| Venturi Wealth Management, LLC | 0.05% | No change | 2,945 | $1.1M |
| Concurrent Investment Advisors, LLC | 0.01% | Add +217.0% | 2,939 | $1.1M |
| Greenleaf Trust | 0.01% | Reduce -1.2% | 2,932 | $1.1M |
| Denver PWM, LLC | 0.37% | No change | 3,222 | $1.1M |
| Ancora Advisors LLC | 0.02% | Reduce -1.6% | 2,930 | $1.1M |
| JHP Wealth Management, LLC | 1.06% | — | 2,928 | $1.1M |
| CJM Wealth Advisers, Ltd. | 0.33% | No change | 2,926 | $1.1M |
| Vestmark Advisory Solutions, Inc. | 0.01% | Add +21.1% | 2,921 | $1.1M |
| First National Bank of Omaha | 0.03% | Add +97.0% | 2,909 | $1.1M |
| Heartwood Wealth Advisors LLC | 0.10% | No change | 2,913 | $1.1M |
| Capital Advisors, Ltd. LLC | 0.12% | Add +0.1% | 2,908 | $1.1M |
| Tandem Capital Management Corp. | 0.49% | No change | 2,895 | $1.1M |
| True North Advisors, LLC | 0.14% | Reduce -2.5% | 2,879 | $1.1M |
| Fi3 FINANCIAL ADVISORS, LLC | 0.33% | No change | 2,867 | $1.1M |
| DAVENPORT & Co LLC | 0.01% | Add +1.1% | 2,856 | $1.1M |
| Mgo One Seven LLC | 0.02% | Add +2.4% | 2,849 | $1.1M |
| Sagespring Wealth Partners, LLC | 0.02% | Reduce -24.0% | 2,841 | $1.1M |
| West Paces Advisors Inc. | 0.21% | No change | 2,840 | $1.1M |
| Capital Asset Managemnet, LLC | 1.17% | — | 2,833 | $1.1M |
| Meritage Portfolio Management | 0.07% | No change | 2,824 | $1.1M |
| One Capital Management, LLC | 0.03% | Add +392.1% | 2,820 | $1.1M |
| Dynamic Advisor Solutions LLC | 0.03% | Reduce -38.4% | 2,816 | $1.1M |
| Kickstand Ventures, Llc. | 0.22% | Reduce -10.8% | 2,815 | $1.1M |
| Eagle Wealth Strategies LLC | 0.49% | New | 2,805 | $1.0M |
| Penobscot Wealth Management | 0.32% | No change | 2,800 | $1.0M |
| Cornerstone Financial Management LLC | 0.98% | — | 2,789 | $1.0M |
| Regal Investment Advisors LLC | 0.06% | Add +13.4% | 2,787 | $1.0M |
| Segment Wealth Management, LLC | 0.06% | No change | 2,751 | $1.0M |
| 5T Wealth, LLC | 0.41% | Add +4.1% | 2,746 | $1.0M |
| Coastal Bridge Advisors, LLC | 0.08% | Add +104.0% | 2,722 | $1.0M |
| Boston Trust Walden Corp | 0.01% | No change | 2,705 | $1.0M |
| First National Trust Co | 0.03% | No change | 2,700 | $1.0M |
| LGL Partners, LLC | 0.43% | Add +0.3% | 2,698 | $1.0M |
| Firethorn Wealth Partners, LLC | 0.38% | Reduce -1.2% | 2,688 | $1.0M |
| Flagstar Securities, Inc. | 0.34% | Add +18.3% | 2,679 | $1.0M |
| Northstar Group, Inc. | 0.14% | Add +5.3% | 2,662 | $994K |
| Warren Street Wealth Advisors, LLC | 0.28% | Reduce -17.8% | 2,642 | $987K |
| Shepherd Financial Partners LLC | 0.09% | No change | 2,627 | $981K |
| Simplicity Wealth,LLC | 0.06% | Reduce -12.7% | 2,607 | $974K |
| RMR Wealth Builders | 0.08% | Add +2.3% | 2,606 | $973K |
| MassMutual Private Wealth & Trust, FSB | 0.03% | Reduce -2.1% | 2,606 | $973K |
| Hemenway Trust Co LLC | 0.07% | Reduce -3.0% | 2,590 | $967K |
| Deroy & Devereaux Private Investment Counsel Inc. | 0.05% | Add +0.1% | 2,573 | $961K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -62.3% | 2,573 | $961K |
| Tradition Wealth Management, LLC | 0.07% | Reduce -1.5% | 2,567 | $959K |
| LCNB Corp. | 0.32% | No change | 2,565 | $958K |
| ONE Advisory Partners, LLC | 0.29% | Reduce -0.3% | 2,535 | $947K |
| Dynasty Wealth Management, LLC | 0.01% | Add +0.0% | 2,527 | $944K |
| Syverson Strege & Co | 0.22% | Reduce -27.5% | 2,526 | $943K |
| IHT Wealth Management, LLC | 0.02% | Reduce -8.3% | 2,519 | $941K |
| Advyzon Investment Management, LLC | 0.11% | Add +209.7% | 2,512 | $938K |
| Palatine Hill Wealth Management, LLC | 0.76% | — | 2,509 | $937K |
| Gladstone Institutional Advisory LLC | 0.04% | Reduce -5.2% | 2,501 | $934K |
| Nicolet Advisory Services, LLC | 0.06% | Add +91.1% | 2,450 | $934K |
| Enzi Wealth | 0.33% | Reduce -10.9% | 2,457 | $930K |
| Composition Wealth, LLC | 0.01% | Add +10.6% | 2,475 | $924K |
| Roehl & Yi Investment Advisors, LLC | 0.37% | New | 2,471 | $923K |
| Strategic Advisors LLC | 0.14% | Add +1.6% | 2,467 | $921K |
| Sunbelt Securities, Inc. | 0.06% | Add +0.1% | 2,462 | $920K |
| Falcon Wealth Planning | 0.08% | Reduce -0.3% | 2,439 | $911K |
| Azimuth Capital Investment Management LLC | 0.03% | Reduce -4.6% | 2,439 | $911K |
| NWF Advisory Services Inc. | 0.10% | Add +0.2% | 2,421 | $904K |
| Pacific Financial Group Inc. | 0.50% | Reduce -40.1% | 2,421 | $904K |
| ShoreHaven Wealth Partners, LLC | 0.32% | Reduce -0.3% | 2,417 | $903K |
| Fidelis Capital Partners, LLC | 0.07% | New | 2,412 | $901K |
| Kelman-Lazarov, Inc. | 0.13% | No change | 2,403 | $897K |
| Transatlantique Private Wealth LLC | 0.28% | No change | 2,389 | $892K |
| Moneco Advisors, LLC | 0.07% | Add +12.8% | 2,388 | $892K |
| Willis Johnson & Associates, Inc. | 0.05% | Add +0.6% | 2,381 | $889K |
| Penney Financial, LLC | 0.34% | No change | 2,380 | $889K |
| Westbourne Investment Advisors, Inc. | 0.25% | Reduce -4.8% | 2,380 | $889K |
| Mycio Wealth Partners, LLC | 0.18% | Add +0.1% | 2,377 | $888K |
| Tranquility Partners, LLC | 0.32% | Add +0.7% | 2,374 | $887K |
| Mayport, LLC | 0.18% | New | 2,352 | $878K |
| Gutierrez Wealth Advisory, LLC | 0.55% | Add +0.3% | 2,343 | $875K |
| Cornerstone Advisors Asset Management, LLC | 0.14% | Reduce -14.7% | 2,335 | $872K |
| Topsail Wealth Management, LLC | 0.13% | No change | 2,334 | $872K |
| Philip James Wealth Mangement, LLC | 0.10% | Reduce -5.4% | 2,331 | $870K |
| Summit Wealth Group LLC / Co. | 0.11% | New | 2,314 | $864K |
| Stronghold Wealth Management L.L.C. | 1.27% | — | 2,311 | $863K |
| Planning Project LLC | 0.22% | — | 2,303 | $860K |
| Vontobel Holding Ltd. | 0.00% | No change | 2,300 | $859K |
| LWM Advisory Services, LLC | 0.50% | Add +3.4% | 2,294 | $857K |
| Signaturefd, LLC | 0.01% | Reduce -0.4% | 2,293 | $856K |
| Old North State Wealth Management, LLC | 0.40% | Add +0.3% | 2,275 | $850K |
| Verum Partners LLC | 0.17% | Reduce -0.3% | 2,273 | $849K |
| HM Payson & Co. | 0.01% | No change | 2,272 | $848K |
| Next Level Private LLC | 0.22% | Add +0.2% | 2,261 | $844K |
| First American Trust, FSB | 0.06% | Add +2.0% | 2,245 | $838K |
| Salem Investment Counselors Inc. | 0.02% | No change | 2,240 | $837K |
| Paces Ferry Wealth Advisors, LLC | 0.34% | Reduce -3.9% | 2,231 | $833K |
| Unique Wealth, LLC | 0.12% | Reduce -4.5% | 2,230 | $833K |
| Harbor Group, Inc. | 0.12% | Reduce -0.6% | 2,218 | $828K |
| Apollon Wealth Management, LLC | 0.01% | Reduce -12.2% | 2,215 | $827K |
| Centaurus Financial, Inc. | 0.04% | Add +1.4% | 2,210 | $825K |
| Hollencrest Capital Management | 0.03% | No change | 2,208 | $825K |
| Kohmann Bosshard Financial Services, LLC | 0.07% | No change | 2,205 | $823K |
| Madison Asset Management, LLC | 0.01% | Add +29.6% | 2,205 | $823K |
| Nwam LLC | 0.05% | Add +176.9% | 2,196 | $823K |
| Synergy Investment Management, LLC | 0.29% | No change | 2,194 | $819K |
| Sage Private Wealth Group, LLC | 0.44% | Reduce -4.9% | 2,173 | $811K |
| Manhattan West Asset Management, LLC | 0.17% | Reduce -5.3% | 2,172 | $811K |
| Planwiser Financial, LLC | 0.61% | Add +0.8% | 2,153 | $810K |
| Kavar Capital Partners Group, LLC | 0.11% | No change | 2,167 | $809K |
| StoneX Group Inc. | 0.04% | Add +0.2% | 2,157 | $808K |
| Courier Capital LLC | 0.05% | Reduce -11.9% | 2,153 | $804K |
| IFS Advisors, LLC | 0.42% | No change | 2,141 | $800K |
| Headinvest, LLC | 0.16% | Reduce -9.0% | 2,130 | $795K |
| Portland Global Advisors LLC | 0.08% | No change | 2,117 | $791K |
| SOA Wealth Advisors, LLC. | 0.13% | Reduce -0.6% | 2,112 | $789K |
| Staley Capital Advisers Inc. | 0.03% | No change | 2,100 | $784K |
| Towneley Capital Management, Inc / DE | 0.17% | New | 2,096 | $783K |
| WealthPlan Investment Management, LLC | 0.05% | Reduce -1.7% | 2,088 | $780K |
| Buttonwood Financial Advisors Inc. | 0.26% | Reduce -0.9% | 2,083 | $778K |
| Blankinship & Foster, LLC | 0.17% | Reduce -1.3% | 2,083 | $778K |
| Arax Advisory Partners | 0.02% | New | 2,076 | $775K |
| Quantum Portfolio Management LLC | 0.34% | Reduce -62.3% | 2,068 | $772K |
| Northside Capital Management, LLC | 0.07% | Add +33.8% | 2,068 | $772K |
| BankPlus Trust Department | 0.20% | Add +349.1% | 2,066 | $772K |
| Hohimer Wealth Management, LLC | 0.10% | Add +3.9% | 2,058 | $768K |
| Cibc World Market Inc. | 0.00% | Reduce -0.7% | 2,041 | $762K |
| Acorn Wealth Advisors, LLC | 0.23% | No change | 2,038 | $761K |
| Quadrant Private Wealth Management, LLC | 0.12% | Add +13.9% | 2,036 | $760K |
| Bogart Wealth, LLC | 0.03% | No change | 2,019 | $754K |
| Hurlow Wealth Management Group, Inc. | 0.18% | No change | 2,007 | $749K |
| Perennial Investment Advisors, LLC | 0.06% | Reduce -1.9% | 1,997 | $746K |
| Accelerate Investment Advisors LLC | 0.50% | Add +0.6% | 1,991 | $743K |
| Douglass Winthrop Advisors, LLC | 0.01% | Reduce -2.5% | 1,990 | $743K |
| Parthenon LLC | 0.08% | No change | 1,980 | $739K |
| Riverbridge Partners LLC | 0.01% | No change | 1,980 | $739K |
| Heritage Financial Services, LLC | 0.06% | Reduce -8.0% | 1,974 | $737K |
| Norden Group LLC | 0.07% | Add +0.1% | 1,972 | $736K |
| CENTRAL TRUST Co | 0.01% | Reduce -20.1% | 1,961 | $732K |
| Wealth Enhancement Trust Services, Inc. | 0.09% | — | 1,953 | $729K |
| Smith Salley Wealth Management | 0.04% | No change | 1,949 | $728K |
| Eastern Bank | 0.01% | Reduce -8.6% | 1,927 | $720K |
| BIP Wealth, LLC | 0.03% | Add +8.9% | 1,925 | $719K |
| Clear Creek Financial Management, LLC | 0.06% | Add +3.5% | 1,919 | $717K |
| United Asset Strategies, Inc. | 0.06% | Reduce -3.7% | 1,919 | $717K |
| NTV Asset Management LLC | 0.08% | Reduce -1.0% | 1,911 | $714K |
| SIMA Wealth Partners, LLC | 0.54% | Reduce -8.2% | 1,911 | $714K |
| Members Trust Co | 0.02% | Reduce -1.3% | 1,905 | $711K |
| Gerber Kawasaki Wealth & Investment Management | 0.02% | Add +2.8% | 1,903 | $711K |
| Citizens National Bank Trust Department | 0.12% | No change | 1,900 | $710K |
| Mechanics Bank Trust Department | 0.09% | No change | 1,900 | $710K |
| Laffer Tengler Investments, Inc. | 0.12% | No change | 1,892 | $707K |
| Alongside, LLC | 0.23% | — | 1,888 | $705K |
| Plante Moran Financial Advisors, LLC | 0.04% | No change | 1,875 | $700K |
| Diversify Wealth Management, LLC | 0.03% | Add +197.9% | 1,832 | $697K |
| Heck Capital Advisors, LLC | 0.05% | No change | 1,860 | $695K |
| Nicholas Hoffman & Company, LLC. | 0.02% | No change | 1,860 | $695K |
| Global Wealth Management, LLC | 0.37% | Add +0.3% | 1,857 | $694K |
| Forte Asset Management LLC | 0.31% | No change | 1,855 | $693K |
| Houlihan Financial Resource Group, Ltd. | 0.27% | New | 1,850 | $691K |
| Cherry Creek Investment Advisors, Inc. | 0.30% | Add +0.2% | 1,848 | $690K |
| Omnia Family Wealth, LLC | 0.20% | New | 1,848 | $690K |
| FORM Wealth Advisors, LLC | 0.08% | — | 1,840 | $687K |
| Sax Wealth Advisors, LLC | 0.03% | Add +24.1% | 1,836 | $686K |
| Journey Advisory Group, LLC | 0.06% | Reduce -1.1% | 1,836 | $686K |
| Strategic Wealth Advisors LLC | 0.59% | — | 1,835 | $685K |
| Crewe Advisors LLC | 0.06% | No change | 1,833 | $685K |
| JB Capital LLC | 0.03% | Add +13.2% | 1,831 | $684K |
| Paragon Financial Partners, Inc. | 0.42% | Add +0.2% | 1,831 | $684K |
| Delta Investment Management, LLC | 0.12% | No change | 1,829 | $683K |
| Alta Wealth Advisors LLC | 0.23% | Add +0.2% | 1,824 | $681K |
| USA Financial Formulas | 0.12% | Reduce -6.1% | 1,821 | $680K |
| Fayez Sarofim & Co | 0.00% | Add +220.4% | 1,820 | $680K |
| Alcosta Capital Management, Inc. | 0.42% | Reduce -0.5% | 1,808 | $675K |
| Diversified Portfolios, Inc. | 0.06% | No change | 1,801 | $672K |
| LPWM LLC | 0.17% | No change | 1,798 | $671K |
| Stock Yards Bank & Trust Co. | 0.02% | No change | 1,774 | $662K |
| Park Place Capital Corp | 0.14% | New | 1,773 | $662K |
| PACK Private Wealth, LLC | 0.30% | No change | 1,772 | $662K |
| Cornerstone Planning Group LLC | 0.10% | Add +0.2% | 1,734 | $660K |
| PFG Investments, LLC | 0.03% | Add +2.1% | 1,768 | $660K |
| Sprinkle Financial Consultants LLC | 0.34% | Add +0.2% | 1,766 | $660K |
| Aviance Capital Partners, LLC | 0.08% | No change | 1,766 | $659K |
| Cary Street Partners Financial LLC | 0.02% | Add +35.3% | 1,764 | $659K |
| Ami Asset Management Corp. | 0.04% | New | 1,760 | $657K |
| Soltis Investment Advisors LLC | 0.04% | Reduce -2.5% | 1,757 | $656K |
| Gilbert Capital Group, Inc. | 0.49% | Reduce -9.4% | 1,755 | $655K |
| Osborne Partners Capital Management, LLC | 0.03% | No change | 1,754 | $655K |
| Somerville Kurt F | 0.11% | No change | 1,744 | $651K |
| Verdence Capital Advisors LLC | 0.04% | Add +0.1% | 1,741 | $650K |
| Almanack Investment Partners, LLC. | 0.11% | No change | 1,732 | $647K |
| Western Wealth Management, LLC | 0.03% | Add +16.9% | 1,727 | $645K |
| Cahaba Wealth Management, Inc. | 0.04% | Reduce -7.2% | 1,721 | $643K |
| Fermata Advisors, LLC | 0.15% | Reduce -0.1% | 1,718 | $642K |
| Security National Bank | 0.09% | Reduce -7.9% | 1,716 | $641K |
| Obermeyer Wealth Partners | 0.03% | No change | 1,715 | $640K |
| West Michigan Advisors, LLC | 0.15% | Add +0.9% | 1,714 | $640K |
| Avant Financial Advisors LLC | 0.46% | No change | 1,713 | $640K |
| KilterHowling LLC | 0.32% | Add +0.3% | 1,711 | $639K |
| Palisade Asset Management, LLC | 0.06% | No change | 1,711 | $639K |
| Moss Adams Wealth Advisors LLC | 0.05% | No change | 1,711 | $639K |
| Tolleson Wealth Management, Inc. | 0.09% | No change | 1,690 | $631K |
| Ascentis Independent Advisors | 0.10% | Add +0.2% | 1,685 | $629K |
| AAF Wealth Management, LLC | 0.27% | Reduce -4.4% | 1,684 | $629K |
| North Berkeley Wealth Management, LLC | 0.37% | Reduce -2.1% | 1,682 | $628K |
| Fulton Breakefield Broenniman LLC | 0.04% | Add +6.4% | 1,670 | $624K |
| Index Technologies Group LLC | 0.65% | — | 1,668 | $623K |
| U.S. Capital Wealth Advisors, LLC | 0.02% | Reduce -5.2% | 1,659 | $620K |
| TRUE Private Wealth Advisors | 0.06% | Reduce -7.7% | 1,656 | $618K |
| Patriot Financial Group Insurance Agency, LLC | 0.07% | Reduce -12.0% | 1,652 | $617K |
| Diversify Advisory Services, LLC | 0.02% | Add +0.1% | 1,622 | $615K |
| Stonebridge Financial Group, LLC | 0.05% | No change | 1,647 | $615K |
| Pinnacle Wealth Planning Services, Inc. | 0.06% | No change | 1,646 | $615K |
| MLG Wealth Management DBA Pine Grove Financial Group | 0.07% | — | 1,644 | $614K |
| Yanni & Associates Investment Advisors, LLC | 0.61% | — | 1,643 | $614K |
| Allen Mooney & Barnes Investment Advisors LLC | 0.09% | Add +0.3% | 1,641 | $613K |
| Pure Portfolios Holdings LLC | 0.18% | Reduce -0.9% | 1,632 | $610K |
| Van Den Berg Management I, Inc. | 0.14% | New | 1,622 | $606K |
| Heritage Family Offices, LLP | 0.28% | New | 1,621 | $605K |
| Pine Haven Investment Counsel, Inc | 0.43% | Reduce -0.6% | 1,620 | $605K |
| Black Diamond Financial, LLC | 0.06% | No change | 1,618 | $604K |
| TritonPoint Partners, LLC | 0.32% | — | 1,609 | $601K |
| Midland Wealth Advisors, LLC | 0.03% | No change | 1,608 | $600K |
| Notis-McConarty Edward | 0.28% | Reduce -3.0% | 1,600 | $598K |
| Syon Capital LLC | 0.03% | No change | 1,600 | $598K |
| Summit Wealth & Retirement Planning, Inc. | 0.14% | No change | 1,599 | $597K |
| Paradigm, Strategies in Wealth Management, LLC | 0.39% | No change | 1,598 | $597K |
| Integrated Investment Consultants, LLC | 0.12% | Add +2.6% | 1,598 | $597K |
| SMI Advisory Services, LLC | 0.10% | Reduce -16.9% | 1,559 | $594K |
| Carter Financial Group, INC. | 0.35% | Add +0.3% | 1,583 | $591K |
| Asset Advisory Group, Inc. | 0.30% | — | 1,581 | $591K |
| Uniting Wealth Partners, LLC | 0.18% | Reduce -55.3% | 1,574 | $588K |
| Powerhouse Assets LLC | 0.52% | — | 1,572 | $587K |
| Golden Road Advisors LLC | 0.33% | Reduce -16.5% | 1,571 | $587K |
| Signature Estate & Investment Advisors LLC | 0.01% | Add +6.0% | 1,566 | $585K |
| Cornerstone Wealth Management, LLC | 0.03% | Add +3.3% | 1,557 | $582K |
| Ritholtz Wealth Management | 0.01% | Add +5.2% | 1,556 | $581K |
| WealthPLAN Partners, LLC | 0.09% | No change | 1,542 | $576K |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 0.08% | No change | 1,535 | $573K |
| Greenwood Gearhart LLC | 0.03% | Reduce -8.6% | 1,530 | $571K |
| Canandaigua National Bank & Trust Co. | 0.05% | Reduce -1.9% | 1,525 | $569K |
| RFG Advisory, LLC | 0.01% | Add +17.3% | 1,514 | $565K |
| Founders Financial Securities LLC | 0.03% | New | 1,510 | $564K |
| McAdam, LLC | 0.03% | Add +59.8% | 1,505 | $562K |
| Geneos Wealth Management Inc. | 0.01% | Reduce -2.3% | 1,493 | $557K |
| Proficio Capital Partners LLC | 0.04% | No change | 1,490 | $556K |
| O'Brien Wealth Partners LLC | 0.07% | No change | 1,488 | $556K |
| Lawood & Co. | 0.52% | — | 1,471 | $549K |
| Cogent Private Wealth, Inc. | 0.41% | — | 1,458 | $544K |
| Zacks Investment Management | 0.00% | Add +7.6% | 1,450 | $541K |
| Curated Wealth Partners LLC | 0.06% | No change | 1,450 | $541K |
| Crescent Grove Advisors, LLC | 0.05% | Add +4.5% | 1,450 | $541K |
| Sentry LLC | 0.15% | Add +0.1% | 1,450 | $541K |
| Claro Advisors Inc. | 0.07% | Add +7.7% | 1,449 | $541K |
| Simon Quick Advisors, LLC | 0.02% | Reduce -50.3% | 1,445 | $539K |
| MA Private Wealth | 0.09% | Reduce -48.0% | 1,444 | $539K |
| K.J. Harrison & Partners Inc | 0.07% | No change | 1,443 | $539K |
| SeaCrest Wealth Management, LLC | 0.05% | Add +0.2% | 1,417 | $536K |
| Pinnacle Associates Ltd. | 0.01% | Reduce -22.5% | 1,432 | $535K |
| FAS Wealth Partners, Inc. | 0.03% | Add +0.6% | 1,427 | $533K |
| Summit Asset Management, LLC | 0.08% | No change | 1,424 | $532K |
| Prasad Wealth Partners, LLC | 0.14% | Reduce -7.1% | 1,424 | $532K |
| Pennsylvania Capital Management Inc. | 0.15% | No change | 1,418 | $530K |
| BSW Wealth Partners | 0.06% | No change | 1,406 | $525K |
| Ruggaard & Associates LLC | 0.21% | No change | 1,403 | $524K |
| Flagship Private Wealth, LLC | 0.20% | Add +2.1% | 1,396 | $521K |
| Becker Capital Management Inc. | 0.01% | No change | 1,392 | $520K |
| Adelphi Trust Co | 0.42% | — | 1,392 | $520K |
| Farmers National Bank | 0.12% | No change | 1,392 | $520K |
| TD Capital Management LLC | 0.05% | Reduce -1.3% | 1,369 | $511K |
| Chatham Capital Group, Inc. | 0.07% | No change | 1,358 | $507K |
| Partners Wealth Management, LLC | 0.53% | No change | 1,352 | $505K |
| Nestegg Advisors, Inc. | 0.43% | No change | 1,352 | $505K |
| PGIM Custom Harvest LLC | 0.01% | No change | 1,346 | $503K |
| Shared Vision Wealth Group LLC | 0.20% | Add +0.9% | 1,319 | $501K |
| AssuredPartners Investment Advisors, LLC | 0.07% | Add +0.4% | 1,340 | $500K |
| M3 Advisory Group, LLC | 0.30% | Add +0.2% | 1,338 | $500K |
| Klingenstein Fields & Co. LP | 0.02% | No change | 1,334 | $498K |
| Beirne Wealth Consulting Services, LLC | 0.14% | Reduce -9.4% | 1,331 | $497K |
| Beaumont Financial Advisors, LLC | 0.03% | Reduce -2.7% | 1,332 | $497K |
| Pointe Capital Management LLC | 0.25% | Reduce -3.4% | 1,329 | $496K |
| Arbor Wealth Advisors LLC | 0.35% | Reduce -6.8% | 1,322 | $494K |
| Factor Wealth Management LTD | 0.11% | Reduce -8.2% | 1,306 | $488K |
| Global Wealth Strategies & Associates | 0.12% | Reduce -7.1% | 1,300 | $485K |
| Wetzel Investment Advisors, Inc. | 0.20% | No change | 1,299 | $485K |
| Transamerica Financial Advisors, LLC | 0.04% | Add +53.0% | 1,290 | $482K |
| Asset Management Group, Inc. | 0.08% | Add +0.3% | 1,285 | $480K |
| CPR Investments Inc. | 0.32% | Reduce -9.9% | 1,284 | $480K |
| Abacus Wealth Partners, LLC | 0.05% | Add +2.8% | 1,281 | $478K |
| 1ST Source Bank | 0.03% | Reduce -21.1% | 1,274 | $476K |
| Abacus Planning Group, Inc. | 0.06% | Reduce -9.5% | 1,269 | $474K |
| Blue Trust, Inc. | 0.01% | Reduce -4.2% | 1,264 | $472K |
| Union Savings Bank | 0.20% | — | 1,263 | $472K |
| Maple Capital Management, Inc. | 0.03% | Reduce -2.1% | 1,262 | $471K |
| Prosperity Wealth Management, Inc. | 0.16% | Reduce -4.1% | 1,252 | $468K |
| Triad Wealth Partners, LLC | 0.04% | Add +93.2% | 1,252 | $468K |
| Krilogy Financial LLC | 0.02% | No change | 1,230 | $467K |
| First Manhattan Co. Llc. | 0.00% | Reduce -11.0% | 1,249 | $466K |
| Exencial Wealth Advisors, LLC | 0.01% | Add +17.1% | 1,244 | $465K |
| Stableford Capital II LLC | 0.17% | New | 1,239 | $463K |
| Juncture Wealth Strategies, LLC | 0.15% | No change | 1,234 | $461K |
| Wedbush Securities Inc. | 0.01% | Add +12.0% | 1,217 | $454K |
| Independent Wealth Advisors LLC | 0.47% | — | 1,216 | $454K |
| Two Sigma Securities, LLC | 0.06% | Reduce -93.5% | 1,209 | $451K |
| Capital Advisors Wealth Management, LLC | 0.06% | Add +4.7% | 1,208 | $451K |
| Patton Albertson Miller Group, LLC | 0.05% | Reduce -7.7% | 1,207 | $451K |
| Meeder Advisory Services, Inc. | 0.02% | Reduce -1.4% | 1,204 | $450K |
| Creegan & Nassoura Financial Group, LLC | 0.29% | No change | 1,200 | $448K |
| V2 Financial group LLC | 0.22% | No change | 1,200 | $448K |
| Atlas Brown,Inc. | 0.13% | Reduce -3.1% | 1,200 | $448K |
| W1M Asset Management Ltd | 0.00% | New | 1,199 | $448K |
| Rockland Trust Co. | 0.02% | Add +36.7% | 1,191 | $445K |
| Generation Capital Management LLC | 0.29% | No change | 1,190 | $444K |
| TMB Capital Partners, LLC | 0.15% | — | 1,183 | $442K |
| Embree Financial Group | 0.05% | Add +32.0% | 1,181 | $441K |
| Rothschild Capital Partners, LLC | 0.10% | Add +0.3% | 1,176 | $439K |
| LaSalle St. Investment Advisors, LLC | 0.07% | Add +37.0% | 1,173 | $438K |
| Imprint Wealth LLC | 2.05% | Reduce -50.0% | 1,172 | $438K |
| JPL Wealth Management, LLC | 0.11% | Reduce -44.2% | 1,171 | $437K |
| New Republic Capital, LLC | 0.12% | Add +23.3% | 1,170 | $437K |
| Monograph Wealth Advisors, LLC | 0.04% | No change | 1,170 | $437K |
| WestEnd Advisors, LLC | 0.01% | Add +30.2% | 1,168 | $436K |
| Ridgeline Wealth, LLC | 0.30% | Reduce -23.0% | 1,167 | $436K |
| Interchange Capital Partners, LLC | 0.08% | No change | 1,166 | $435K |
| Wellspring Financial Advisors, LLC | 0.03% | Add +0.3% | 1,162 | $434K |
| Guardian Asset Advisors, LLC | 0.22% | Add +0.3% | 1,152 | $430K |
| Gilliland Jeter Wealth Management LLC | 0.13% | Reduce -1.4% | 1,149 | $429K |
| Red Door Wealth Management, LLC | 0.04% | No change | 1,147 | $428K |
| Burke & Herbert Bank & Trust Co. | 0.12% | Reduce -52.8% | 1,136 | $424K |
| LVW Advisors, LLC | 0.04% | No change | 1,127 | $421K |
| Avity Investment Management Inc. | 0.03% | Reduce -59.7% | 1,113 | $416K |
| Meridian Wealth Partners, LLC | 0.06% | No change | 1,111 | $415K |
| MPWM Advisory Solutions, LLC | 0.23% | No change | 1,107 | $414K |
| Venture Visionary Partners LLC | 0.01% | Reduce -1.3% | 1,106 | $413K |
| Anchor Investment Management, LLC | 0.03% | Add +0.1% | 1,104 | $412K |
| Cherry Tree Wealth Management, LLC | 0.09% | No change | 1,102 | $412K |
| Baker Ellis Asset Management LLC | 0.05% | No change | 1,100 | $411K |
| Founders Financial Alliance, LLC | 0.08% | Reduce -5.9% | 1,100 | $411K |
| SkyOak Wealth, LLC | 0.07% | Reduce -4.8% | 1,097 | $410K |
| Acorn Financial Advisory Services Inc. | 0.06% | Add +45.0% | 1,086 | $406K |
| Washington Trust Bank | 0.03% | No change | 1,082 | $404K |
| Baring Financial LLC | 0.25% | No change | 1,081 | $404K |
| Drake & Associates, LLC | 0.08% | No change | 1,079 | $403K |
| Aureus Asset Management, LLC | 0.03% | No change | 1,078 | $403K |
| XY Planning Network, Inc. | 0.07% | Add +44.6% | 1,073 | $401K |
| Trek Financial, LLC | 0.02% | New | 1,071 | $400K |
| Cape Cod Five Cents Savings Bank | 0.04% | No change | 1,271 | $400K |
| Fortress Financial Group, LLC | 0.29% | Add +0.6% | 1,070 | $399K |
| Harbour Investments, Inc. | 0.01% | Add +86.1% | 1,070 | $399K |
| Clark Asset Management, LLC | 0.04% | Reduce -6.2% | 1,065 | $398K |
| Wernau Asset Management Inc. | 0.39% | No change | 1,060 | $396K |
| Madison Wealth Partners, Inc | 0.07% | No change | 1,057 | $395K |
| Investmark Advisory Group LLC | 0.17% | Reduce -0.2% | 1,052 | $393K |
| Ignite Planners, LLC | 0.06% | New | 1,036 | $392K |
| Strategent Financial, LLC | 0.25% | No change | 1,049 | $392K |
| Rockport Wealth LLC | 0.08% | No change | 1,048 | $391K |
| Astoria Strategic Wealth, Inc. | 0.10% | Reduce -17.3% | 1,046 | $391K |
| Encompass Wealth Advisors, LLC | 0.13% | Reduce -1.4% | 1,045 | $390K |
| Frederick Financial Consultants, LLC | 0.21% | No change | 1,041 | $389K |
| Foster & Motley Inc. | 0.02% | Add +0.2% | 1,038 | $388K |
| Uptick Partners, LLC | 0.08% | Reduce -3.9% | 1,037 | $387K |
| First Commonwealth Financial Corp | 0.06% | Add +38.5% | 1,036 | $387K |
| Migdal Insurance & Financial Holdings Ltd. | 0.00% | No change | 1,033 | $386K |
| Unified Investment Management | 0.39% | No change | 1,033 | $386K |
| Keystone Wealth Services, LLC | 0.08% | Reduce -1.6% | 1,033 | $386K |
| Avantax Planning Partners, Inc. | 0.01% | No change | 1,021 | $381K |
| Bridgewater Advisors Inc. | 0.02% | No change | 1,005 | $378K |
| KCM Investment Advisors LLC | 0.01% | Reduce -30.9% | 1,012 | $378K |
| Foster Group, Inc. | 0.01% | New | 1,012 | $378K |
| Abundance Wealth Counselors | 0.06% | No change | 1,007 | $376K |
| Chesapeake Wealth Management | 0.11% | Reduce -9.2% | 1,000 | $373K |
| Advocate Group LLC | 0.06% | No change | 1,000 | $373K |
| Parr McKnight Wealth Management Group, LLC | 0.05% | No change | 1,000 | $373K |
| Lee, Kelleher & Klein Wealth Management | 0.22% | Reduce -2.5% | 997 | $372K |
| Columbia Bank | 0.10% | No change | 997 | $372K |
| Madden Advisory Services, Inc. | 0.15% | Reduce -19.0% | 996 | $372K |
| Silver Oak Advisory Group, Inc. | 0.17% | Reduce -6.3% | 994 | $371K |
| Adell Harriman & Carpenter Inc. | 0.02% | No change | 993 | $371K |
| Absolute Capital Management, LLC | 0.13% | Reduce -77.4% | 992 | $370K |
| Cambridge Capital Management, LLC | 0.17% | Add +0.3% | 992 | $370K |
| E6 Portfolios, LLC | 0.42% | — | 985 | $368K |
| FFT Wealth Management LLC | 0.07% | Add +0.2% | 985 | $368K |
| WBH Advisory Inc. | 0.03% | No change | 979 | $366K |
| Cardinal Point Capital Management ULC | 0.02% | Reduce -0.2% | 979 | $366K |
| Sowell Financial Services LLC | 0.01% | Reduce -3.9% | 975 | $364K |
| S.A. Mason LLC | 0.14% | No change | 975 | $364K |
| Range Financial Group LLC | 0.13% | No change | 974 | $364K |
| Gibbs Wealth Management | 0.09% | No change | 953 | $363K |
| Howard Wealth Management, LLC | 0.16% | Reduce -0.9% | 969 | $362K |
| Joseph Group Capital Management | 0.09% | Reduce -19.4% | 967 | $361K |
| Tenon Financial LLC | 0.15% | No change | 966 | $361K |
| Redwood Wealth Management Group, LLC | 0.15% | Reduce -16.9% | 966 | $361K |
| Gibson Capital, LLC | 0.07% | No change | 958 | $358K |
| Fulcrum Capital LLC | 0.07% | No change | 957 | $357K |
| Symphony Financial, Ltd. Co. | 0.05% | Add +13.1% | 953 | $356K |
| Glass Jacobson Investment Advisors llc | 0.13% | No change | 952 | $356K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.02% | Add +6.2% | 944 | $352K |
| Etesian Wealth Advisors, Inc. | 0.11% | Reduce -24.3% | 940 | $351K |
| NBT Bank, N.A. | 0.02% | No change | 935 | $349K |
| Deutsche Bank AG | 0.00% | Add +2.2% | 934 | $349K |
| Aft, Forsyth & Company, Inc. | 0.15% | Add +0.3% | 934 | $349K |
| Personal Cfo Solutions, LLC | 0.06% | New | 931 | $348K |
| Advus Financial Partners, LLC | 0.08% | No change | 927 | $346K |
| High Falls Advisors, Inc | 0.07% | Add +3.4% | 923 | $345K |
| Orgel Wealth Management, LLC | 0.01% | Reduce -68.3% | 923 | $345K |
| Rothschild Investment LLC | 0.02% | No change | 921 | $344K |
| Townsquare Capital LLC | 0.08% | No change | 919 | $343K |
| Bedel Financial Consulting, Inc. | 0.04% | No change | 917 | $342K |
| Sherman Wealth Management LLC | 0.30% | — | 915 | $342K |
| ODonnell Financial Services, LLC | 0.12% | No change | 914 | $341K |
| Wealthgarden F.S. LLC | 0.22% | Add +31.5% | 898 | $341K |
| 55 North Private Wealth, LLC | 0.09% | — | 910 | $340K |
| Valley Forge Investment Consultants Inc. Adv | 0.10% | No change | 903 | $337K |
| AMJ Financial Wealth Management | 0.08% | No change | 903 | $337K |
| Legacy Wealth Management, LLC / MS | 0.09% | New | 900 | $336K |
| Kingswood Wealth Advisors, LLC | 0.02% | Add +6.5% | 899 | $336K |
| Thrive Wealth Management, LLC | 0.05% | Reduce -24.4% | 897 | $335K |
| Saxon Interests, Inc. | 0.12% | Reduce -13.4% | 895 | $334K |
| Parkwoods Wealth Partners, LLC | 0.10% | Add +0.2% | 893 | $333K |
| Capital Advisors Inc. | 0.01% | Add +0.1% | 889 | $332K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.04% | Reduce -6.8% | 886 | $331K |
| Accretive Wealth Partners, LLC | 0.10% | No change | 883 | $330K |
| LongView Wealth Management | 0.08% | Reduce -21.7% | 864 | $329K |
| Victory Financial Group, LLC | 0.04% | Add +43.7% | 881 | $329K |
| Kestra Investment Management, LLC | 0.01% | New | 880 | $329K |
| SmartHarvest Portfolios, LLC | 0.11% | — | 879 | $328K |
| Reynders McVeigh Capital Management, LLC | 0.02% | Reduce -7.9% | 877 | $328K |
| Arsenal Capital Advisors LLC | 0.23% | — | 876 | $327K |
| Centurion Wealth Management LLC | 0.07% | Reduce -2.9% | 872 | $326K |
| MidAtlantic Capital Management, Inc. | 0.21% | No change | 869 | $325K |
| Evergreen Capital Management LLC | 0.01% | No change | 867 | $324K |
| Sage Rhino Capital LLC | 0.06% | No change | 866 | $323K |
| Kanawha Capital Management LLC | 0.02% | No change | 863 | $322K |
| Financial Alternatives, Inc | 0.18% | No change | 851 | $318K |
| Werba Rubin Papier Wealth Management | 0.09% | Add +0.2% | 846 | $316K |
| Kelly Financial Services LLC | 0.08% | Add +4.5% | 844 | $315K |
| Edge Financial Advisors LLC | 0.13% | No change | 842 | $314K |
| Covenant Partners, LLC | 0.09% | No change | 839 | $313K |
| Calton & Associates, Inc. | 0.05% | Reduce -4.3% | 838 | $313K |
| Principle Wealth Partners LLC | 0.02% | No change | 837 | $313K |
| RAM Investment Partners, LLC | 0.06% | No change | 836 | $312K |
| Allred Capital Management, LLC | 0.11% | No change | 835 | $312K |
| Wealth Advisors of Iowa, LLC | 0.10% | No change | 832 | $311K |
| Advisory Alpha, LLC | 0.01% | Reduce -7.4% | 829 | $310K |
| Greenhouse Wealth Management, LLC | 0.18% | Add +0.2% | 823 | $307K |
| Bar Harbor Wealth Management | 0.02% | No change | 822 | $307K |
| Abound Wealth Management | 0.07% | Add +0.1% | 818 | $305K |
| SHP Wealth Management | 0.02% | — | 816 | $305K |
| Oak Wealth Advisors LLC | 0.17% | No change | 814 | $304K |
| Legacy Financial Group, Inc. | 0.08% | New | 813 | $304K |
| BlueChip Wealth Advisors LLC | 0.13% | No change | 812 | $303K |
| Kapstone Financial Advisors LLC | 0.15% | No change | 810 | $302K |
| Main Street Financial Solutions, LLC | 0.02% | Reduce -55.4% | 810 | $302K |
| Ameritas Advisory Services, LLC | 0.01% | Add +18.8% | 810 | $302K |
| Blom & Howell Financial Planning, Inc. | 0.30% | — | 807 | $301K |
| Beacon Harbor Wealth Advisors, Inc. | 0.07% | No change | 807 | $301K |
| Hutchinson Capital Management | 0.05% | No change | 806 | $301K |
| Faithward Advisors, LLC | 0.04% | Add +0.3% | 801 | $299K |
| Alesco Advisors, LLC, An ESL Co | 0.01% | No change | 801 | $299K |
| Melfa Wealth Management, Inc. | 0.17% | No change | 800 | $299K |
| Iowa State Bank | 0.06% | No change | 800 | $299K |
| Linden Thomas Advisory Services, LLC | 0.03% | New | 796 | $297K |
| Isthmus Partners, LLC | 0.03% | No change | 795 | $297K |
| Builder Investment Group Inc. | 0.06% | No change | 793 | $296K |
| Stone Summit Wealth LLC | 0.08% | No change | 788 | $294K |
| MBL Wealth, LLC | 0.02% | No change | 787 | $294K |
| Family Office Research LLC | 0.12% | Add +0.1% | 774 | $292K |
| IPG Investment Advisors LLC | 0.05% | Reduce -2.5% | 780 | $291K |
| Hantz Financial Services, Inc. | 0.00% | Add +192.5% | 778 | $291K |
| Twin Peaks Wealth Advisors, LLC | 0.08% | Add +17.0% | 764 | $291K |
| Millington Financial Advisors, LLC | 0.13% | No change | 764 | $289K |
| Coppell Advisory Solutions LLC | 0.03% | No change | 764 | $287K |
| Boston Research & Management Inc. | 0.07% | No change | 768 | $287K |
| Lewis Asset Management, LLC | 0.12% | Add +0.1% | 764 | $285K |
| Wealthcare Capital Partners, LLC | 0.13% | Reduce -0.3% | 764 | $285K |
| Operose Advisors LLC | 0.07% | Reduce -55.7% | 764 | $285K |
| Sigma Planning Corp | 0.01% | Add +1.9% | 763 | $285K |
| Holistic Financial Partners | 0.10% | No change | 760 | $284K |
| Highview Capital Management LLC | 0.10% | No change | 760 | $284K |
| Pacific Asset Management, LLC | 0.17% | Reduce -0.1% | 754 | $282K |
| KDK Private Wealth Management, LLC | 0.25% | No change | 754 | $282K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.01% | Reduce -39.8% | 751 | $280K |
| Missouri Trust & Investment Co | 0.08% | No change | 750 | $280K |
| Goldstone Financial Group, LLC | 0.03% | No change | 750 | $280K |
| Hegarty Advisors, LLC | 0.24% | — | 749 | $280K |
| Balboa Wealth Partners | 0.05% | Add +0.3% | 747 | $279K |
| Titleist Asset Management, LLC | 0.02% | Add +25.5% | 739 | $276K |
| Purkiss Capital Advisors LLC | 0.13% | No change | 733 | $274K |
| WealthCollab, LLC | 0.11% | No change | 730 | $273K |
| Bearing Point Capital, LLC | 0.04% | No change | 730 | $273K |
| Rialto Wealth Management, LLC | 0.06% | Reduce -3.6% | 727 | $271K |
| Jacobson & Schmitt Advisors, LLC | 0.05% | No change | 727 | $271K |
| MTM Investment Management, LLC | 0.09% | Add +0.3% | 726 | $271K |
| Boston Family Office LLC | 0.02% | No change | 725 | $271K |
| GEM Asset Management, LLC | 0.12% | No change | 716 | $271K |
| TFR Capital, LLC. | 0.09% | No change | 725 | $271K |
| Wealth Dimensions Group, Ltd. | 0.05% | No change | 724 | $270K |
| Redhawk Wealth Advisors, Inc. | 0.03% | Reduce -1.1% | 723 | $270K |
| HRT Financial LP | 0.00% | Reduce -94.0% | 724 | $270K |
| Wealth Effects LLC | 0.08% | No change | 723 | $270K |
| EPG Wealth Management LLC | 0.07% | No change | 720 | $269K |
| Rydar Equities, Inc. | 0.21% | Add +0.3% | 719 | $269K |
| Carmel Capital Partners, LLC | 0.09% | No change | 717 | $268K |
| Marin Bay Wealth Advisors, LLC | 0.15% | — | 713 | $266K |
| Athena Investment Management | 0.14% | No change | 712 | $266K |
| Private Capital Management, LLC | 0.03% | No change | 708 | $265K |
| Aspect Partners, LLC | 0.11% | No change | 702 | $262K |
| State Street Corp. | 0.00% | No change | 700 | $261K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | New | 698 | $261K |
| Matrix Asset Advisors Inc. | 0.02% | Reduce -7.2% | 697 | $260K |
| Quadcap Wealth Management, LLC | 0.03% | No change | 696 | $260K |
| Headlands Technologies LLC | 0.02% | Reduce -66.9% | 692 | $258K |
| 626 Financial, LLC | 0.11% | No change | 691 | $258K |
| Fielder Capital Group LLC | 0.05% | No change | 690 | $258K |
| Intellus Advisors LLC | 0.03% | No change | 688 | $257K |
| Iams Wealth Management, LLC | 0.09% | Reduce -19.0% | 687 | $257K |
| Moors & Cabot, Inc. | 0.01% | Add +9.6% | 687 | $257K |
| Trust Co. of Vermont | 0.01% | No change | 687 | $257K |
| St Germain D J Co. Inc. | 0.01% | No change | 687 | $257K |
| King Wealth Management Group | 0.03% | Reduce -2.1% | 686 | $256K |
| Timonier Family Office, LTD. | 0.08% | No change | 685 | $256K |
| Gateway Wealth Partners, LLC | 0.03% | New | 684 | $255K |
| Prairieview Wealth Partners, LLC | 0.23% | Reduce -1.2% | 684 | $255K |
| Lanark Financial, Inc. | 0.02% | Reduce -12.8% | 683 | $255K |
| Summit Place Financial Advisors, LLC | 0.12% | No change | 682 | $255K |
| Fortis Capital Management LLC | 0.03% | Add +0.3% | 681 | $254K |
| New England Professional Planning Group Inc. | 0.11% | No change | 678 | $253K |
| Colter Lewis Investment Partners LLC | 0.29% | — | 677 | $253K |
| RFG - Bristol Wealth Advisors, LLC | 0.07% | Add +0.1% | 676 | $252K |
| JNBA Financial Advisors | 0.02% | Add +163.9% | 673 | $251K |
| Magnus Financial Group LLC | 0.02% | New | 671 | $250K |
| Bigelow Investment Advisors, LLC | 0.10% | Reduce -6.9% | 670 | $250K |
| Revolve Wealth Partners, LLC | 0.03% | Reduce -26.9% | 668 | $249K |
| Silicon Valley Capital Partners | 0.02% | Add +0.3% | 667 | $249K |
| Affinity Wealth Management LLC | 0.04% | No change | 665 | $248K |
| Bond & Devick Financial Network, Inc. | 0.07% | No change | 663 | $248K |
| Kemnay Advisory Services Inc. | 0.04% | New | 660 | $246K |
| Petix & Botte Co | 0.06% | No change | 658 | $246K |
| Tempo Wealth, LLC | 0.04% | — | 658 | $246K |
| Bailard, Inc. | 0.01% | Add +14.5% | 655 | $245K |
| Elevation Point Wealth Partners, LLC | 0.01% | No change | 654 | $244K |
| Pflug Koory, LLC | 0.11% | Reduce -3.3% | 652 | $243K |
| Integral Investment Advisors, Inc. | 0.06% | No change | 652 | $243K |
| Howard Capital Management, LLC | 0.00% | Reduce -3.4% | 652 | $243K |
| Calamos Advisors LLC | 0.00% | Reduce -23.9% | 651 | $243K |
| Tucker Asset Management LLC | 0.07% | Add +3.3% | 650 | $243K |
| United Bank | 0.03% | No change | 650 | $243K |
| Financial Gravity Asset Management, Inc. | 0.05% | No change | 647 | $242K |
| Investors Research Corp | 0.04% | Reduce -36.1% | 647 | $242K |
| Disciplined Investments, LLC | 0.09% | No change | 645 | $241K |
| Gould Asset Management LLC | 0.04% | No change | 644 | $240K |
| Seneschal Advisors, LLC | 0.18% | No change | 643 | $240K |
| IFG Advisory, LLC | 0.01% | Add +0.2% | 640 | $239K |
| NWK Group, Inc. | 0.08% | No change | 640 | $239K |
| Xxi Wealth, LLC | 0.14% | — | 636 | $238K |
| Clark Capital Management Group, Inc. | 0.00% | New | 635 | $237K |
| Olde Wealth Management, LLC | 0.07% | Reduce -3.0% | 637 | $237K |
| Victory Capital Management Inc. | 0.00% | Add +972.9% | 633 | $237K |
| SMART Wealth LLC | 0.07% | New | 633 | $236K |
| Novare Capital Management LLC | 0.02% | No change | 632 | $236K |
| Aspen Grove Capital, LLC | 0.04% | No change | 631 | $236K |
| Rathbones Group PLC | 0.00% | Reduce -4.0% | 627 | $234K |
| AGH Wealth Advisors, LLC | 0.18% | No change | 625 | $233K |
| Prestige Wealth Management Group LLC | 0.04% | No change | 625 | $233K |
| Freedom Day Solutions, LLC | 0.06% | No change | 621 | $232K |
| B.O.S.S. Retirement Advisors, LLC | 0.07% | Add +0.2% | 620 | $231K |
| Roberts Glore & Co. Inc. | 0.06% | No change | 619 | $231K |
| Resurgent Financial Advisors LLC | 0.12% | No change | 612 | $229K |
| Windsor Capital Management, LLC | 0.07% | Reduce -4.1% | 612 | $229K |
| Howland Capital Management LLC | 0.01% | Reduce -2.3% | 609 | $227K |
| Pennington Partners & Co., LLC | 0.09% | Add +0.2% | 609 | $227K |
| Dunhill Financial, LLC | 0.07% | No change | 608 | $227K |
| UNIVEST FINANCIAL Corp | 0.01% | New | 608 | $227K |
| Bingham Private Wealth, LLC | 0.20% | — | 605 | $226K |
| Prudent Investors Network, Inc. | 0.05% | No change | 605 | $226K |
| Wimmer Associates 1, LLC | 0.10% | No change | 604 | $226K |
| Latitude Advisors, LLC | 0.10% | New | 602 | $225K |
| Vision Retirement, LLC | 0.06% | — | 600 | $224K |
| Berkeley Capital Partners, LLC | 0.05% | Reduce -25.0% | 600 | $224K |
| Quest Investment Management LLC | 0.02% | Reduce -23.3% | 600 | $224K |
| Nations Financial Group Inc, /Ia/ | 0.01% | Add +0.2% | 597 | $223K |
| InvesTrust | 0.09% | New | 595 | $222K |
| Galvin, Gaustad & Stein, LLC | 0.02% | Reduce -4.0% | 592 | $221K |
| Spectrum Asset Management, Inc. (NB/CA) | 0.07% | Add +7.8% | 591 | $221K |
| Autumn Glory Partners, LLC | 0.08% | No change | 591 | $221K |
| Sterling Financial Planning, Inc. | 0.07% | No change | 589 | $220K |
| SageView Advisory Group, LLC | 0.01% | Reduce -22.4% | 589 | $220K |
| Vista Finance, LLC | 0.15% | No change | 588 | $220K |
| Fort Sheridan Advisors LLC | 0.03% | No change | 585 | $218K |
| Baron Silver Stevens Financial Advisors, LLC | 0.03% | No change | 583 | $218K |
| Marks Group Wealth Management, Inc | 0.02% | Reduce -66.2% | 583 | $218K |
| Everhart Financial Group, Inc. | 0.02% | New | 582 | $217K |
| Financial Connections Group, Inc. | 0.07% | Reduce -19.4% | 582 | $217K |
| Littlejohn Financial Services, Inc. | 0.16% | No change | 581 | $217K |
| Evolution Wealth Advisors, LLC | 0.02% | Reduce -17.8% | 579 | $216K |
| Integrity Alliance, Llc. | 0.01% | New | 579 | $216K |
| Cassaday & Co Wealth Management LLC | 0.00% | No change | 577 | $215K |
| Samalin Investment Counsel, LLC | 0.08% | Add +0.2% | 576 | $215K |
| Shira Ridge Wealth Management | 0.09% | No change | 576 | $215K |
| International Assets Investment Management, LLC | 0.01% | New | 575 | $215K |
| Dorato Capital Management | 0.16% | — | 566 | $214K |
| Mountain Pacific Investment Advisers LLC | 0.03% | No change | 573 | $214K |
| LS Investment Advisors, LLC | 0.03% | No change | 572 | $214K |
| Signature Wealth Management Partners, LLC | 0.11% | No change | 570 | $213K |
| Independence Bank of Kentucky | 0.03% | Add +52.3% | 568 | $212K |
| Matisse Capital | 0.09% | Reduce -2.2% | 567 | $212K |
| Northstar Advisory Group, LLC | 0.07% | Add +0.2% | 564 | $211K |
| BBR Partners, LLC | 0.01% | No change | 564 | $211K |
| Oarsman Capital, Inc. | 0.03% | No change | 562 | $210K |
| Bennett Selby Investments LP | 0.07% | No change | 561 | $210K |
| BridgePort Financial Solutions, LLC | 0.06% | No change | 560 | $209K |
| Strategic Financial Concepts, LLC | 0.19% | New | 557 | $208K |
| Root Financial Partners, LLC | 0.01% | Add +4.5% | 557 | $208K |
| Axis Wealth Partners, LLC | 0.11% | Add +1.8% | 557 | $208K |
| RVW Wealth, LLC | 0.02% | Add +0.4% | 555 | $207K |
| Tritonpoint Wealth, LLC | 0.02% | Reduce -82.0% | 553 | $207K |
| HFG Wealth Management, LLC | 0.11% | Add +0.2% | 550 | $206K |
| CWS Financial Advisors, LLC | 0.06% | No change | 550 | $205K |
| Private Trust Co. NA | 0.02% | No change | 550 | $205K |
| Blume Capital Management, Inc. | 0.04% | No change | 550 | $205K |
| Colorado Capital Management, Inc. | 0.08% | Reduce -4.7% | 550 | $205K |
| Waddell & Associates, LLC | 0.01% | New | 548 | $205K |
| Ritter Daniher Financial Advisory LLC / DE | 0.03% | No change | 547 | $204K |
| PKS Advisory Services, LLC | 0.05% | New | 547 | $204K |
| Mascagni Wealth Management, Inc. | 0.15% | New | 546 | $204K |
| SP Asset Management LLC | 0.02% | New | 544 | $203K |
| Trexquant Investment LP | 0.00% | Reduce -12.6% | 543 | $203K |
| PFG Private Wealth Management, LLC | 0.09% | New | 541 | $202K |
| Breachway Investments LLC | 0.21% | — | 540 | $202K |
| Hardy Reed LLC | 0.01% | New | 540 | $202K |
| Libra Wealth LLC | 0.06% | New | 538 | $201K |
| Argos Wealth Advisors, LLC | 0.05% | — | 536 | $200K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +970.0% | 535 | $200K |
| City State Bank | 0.05% | No change | 525 | $196K |
| CoreCap Advisors, LLC | 0.01% | Add +8.2% | 517 | $193K |
| First Pacific Financial | 0.02% | Add +0.4% | 510 | $190K |
| Copia Wealth Management | 0.13% | No change | 502 | $187K |
| Trifecta Capital Advisors, LLC | 0.03% | No change | 500 | $187K |
| Beaird Harris Wealth Management, LLC | 0.01% | No change | 496 | $185K |
| C M Bidwell & Associates Ltd. | 0.09% | No change | 496 | $185K |
| Creative Capital Management Investments LLC | 0.05% | No change | 482 | $180K |
| Millstone Evans Group, LLC | 0.10% | No change | 478 | $179K |
| Signature Equity Partners, LLC | 0.10% | — | 467 | $174K |
| Curio Wealth, LLC | 0.06% | Add +29.4% | 453 | $171K |
| GAMMA Investing LLC | 0.01% | No change | 451 | $168K |
| Pin Oak Investment Advisors Inc. | 0.12% | No change | 445 | $168K |
| Eukles Asset Management | 0.06% | No change | 447 | $167K |
| N.E.W. Advisory Services LLC | 0.01% | Reduce -29.2% | 434 | $162K |
| Westside Investment Management, Inc. | 0.03% | No change | 430 | $161K |
| First Command Advisory Services, Inc. | 0.00% | Add +398.8% | 429 | $160K |
| Fairway Wealth LLC | 0.04% | Reduce -15.7% | 423 | $158K |
| Integrity Financial Corp | 0.08% | No change | 416 | $155K |
| McIlrath & Eck, LLC | 0.01% | Add +0.2% | 410 | $153K |
| Creative Financial Designs Inc. | 0.01% | Reduce -11.3% | 406 | $152K |
| Family Manage LLC | 0.02% | No change | 405 | $151K |
| Founders Capital Management | 0.08% | No change | 395 | $148K |
| Howe & Rusling Inc. | 0.01% | No change | 390 | $146K |
| Cary Street Partners Investment Advisory LLC | 0.04% | Add +316.5% | 379 | $142K |
| Pandora Wealth, Inc. | 0.08% | No change | 371 | $139K |
| Cedar Mountain Advisors, LLC | 0.03% | No change | 368 | $137K |
| SJS Investment Consulting Inc. | 0.02% | Add +37.5% | 367 | $137K |
| Pinney & Scofield, Inc. | 0.08% | No change | 360 | $134K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +73.8% | 351 | $131K |
| Delta Asset Management LLC | 0.01% | Reduce -63.2% | 350 | $131K |
| Quent Capital, LLC | 0.01% | Reduce -54.6% | 343 | $128K |
| Roxbury Financial LLC | 0.11% | No change | 341 | $127K |
| Winthrop Capital Management, LLC | 0.03% | No change | 330 | $123K |
| Hughes Financial Services, LLC | 0.02% | No change | 327 | $122K |
| CX Institutional | 0.00% | Add +27.6% | 324 | $121K |
| Marquette Associates, Inc. | 0.15% | Reduce -59.5% | 321 | $120K |
| Paladin Advisory Group, LLC | 0.08% | No change | 308 | $115K |
| Keating Financial Advisory Services, Inc. | 0.02% | — | 308 | $115K |
| Private Wealth Asset Management, LLC | 0.01% | Reduce -10.0% | 307 | $115K |
| Frazier Financial Advisors, LLC | 0.07% | No change | 300 | $112K |
| Milestone Investment Advisors LLC | 0.03% | No change | 300 | $112K |
| Salomon & Ludwin, LLC | 0.01% | No change | 290 | $109K |
| Tompkins Financial Corp. | 0.01% | No change | 291 | $109K |
| Kozak & Associates, Inc. | 0.02% | No change | 285 | $108K |
| Avalon Trust Co | 0.01% | No change | 285 | $106K |
| Pacific Center for Financial Services | 0.03% | No change | 286 | $105K |
| Wellington Grp LLC | 0.03% | — | 269 | $100K |
| Grove Bank & Trust | 0.01% | Reduce -45.2% | 269 | $100K |
| Colonial Trust Co / SC | 0.01% | Add +5.1% | 269 | $100K |
| Maryland Capital Advisors Inc. | 0.03% | No change | 261 | $97K |
| HHM Wealth Advisors, LLC | 0.01% | No change | 258 | $96K |
| Brown, Lisle/Cummings, Inc. | 0.02% | No change | 252 | $94K |
| Tanaka Capital Management Inc. | 0.16% | No change | 235 | $88K |
| Legacy Wealth Managment, LLC | 0.04% | No change | 232 | $87K |
| Bay Harbor Wealth Management, LLC | 0.02% | Reduce -18.0% | 228 | $85K |
| Trust Co. of Toledo NA | 0.01% | No change | 215 | $80K |
| Providence Capital Advisors, LLC | 0.01% | No change | 209 | $78K |
| Cordgrass Capital Advisors, LLC | 0.02% | Add +15.2% | 205 | $77K |
| Washington Trust Advisors, Inc. | 0.01% | No change | 200 | $75K |
| Activest Wealth Management | 0.01% | No change | 195 | $73K |
| Capital Investment Advisory Services, LLC | 0.01% | Add +8.3% | 195 | $73K |
| Windsor Advisory Group, LLC | 0.06% | New | 187 | $70K |
| Steigerwald, Gordon & Koch Inc. | 0.01% | No change | 186 | $69K |
| Medallion Wealth Advisors, LLC | 0.02% | No change | 181 | $68K |
| SYM FINANCIAL Corp | 0.01% | No change | 178 | $66K |
| Horizons Wealth Management | 0.04% | No change | 170 | $63K |
| Valley National Advisers Inc. | 0.01% | No change | 170 | $63K |
| Caldwell Trust Co | 0.01% | No change | 168 | $63K |
| Cresta Advisors, Ltd. | 0.03% | New | 166 | $62K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.02% | No change | 157 | $59K |
| North Ridge Wealth Advisors, Inc. | 0.03% | No change | 150 | $56K |
| Aventura Private Wealth, LLC | 0.02% | No change | 146 | $55K |
| Chilton Capital Management LLC | 0.00% | No change | 145 | $54K |
| Farmers & Merchants Trust Co of Chambersburg PA | 0.02% | No change | 145 | $54K |
| Foster Dykema Cabot & Partners, LLC | 0.00% | No change | 131 | $49K |
| Avion Wealth | 0.01% | No change | 130 | $48K |
| Horizon Investments, LLC | 0.00% | New | 126 | $47K |
| Estate Planners Group, LLC | 0.02% | — | 123 | $46K |
| Golden State Wealth Management, LLC | 0.00% | No change | 120 | $45K |
| IFC & Insurance Marketing, Inc. | 0.04% | — | 117 | $44K |
| Timmons Wealth Management, LLC | 0.04% | — | 118 | $44K |
| NFSG Corp | 0.01% | No change | 117 | $44K |
| Allspring Global Investments Holdings, LLC | 0.00% | Add +78.5% | 116 | $43K |
| Crews Bank & Trust | 0.01% | No change | 116 | $43K |
| GW&K Investment Management, LLC | 0.00% | No change | 114 | $43K |
| Mb, Levis & Associates, LLC | 0.02% | No change | 114 | $43K |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 109 | $41K |
| Red Reef Advisors LLC | 0.04% | — | 106 | $40K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 106 | $40K |
| Peachtree Investment Partners, LLC | 0.01% | No change | 105 | $39K |
| Fourth Dimension Wealth, LLC | 0.01% | Add +17.2% | 102 | $38K |
| Woodside Wealth Management LLC | 0.03% | No change | 99 | $37K |
| Pension & Wealth Management Advisors, Inc. | 0.01% | No change | 98 | $37K |
| LRI Investments, LLC | 0.00% | No change | 96 | $36K |
| Angeles Wealth Management, LLC | 0.00% | No change | 94 | $35K |
| Barnes Dennig Private Wealth Management LLC | 0.03% | No change | 90 | $34K |
| Breakwater Investment Management | 0.01% | No change | 86 | $32K |
| True Wealth Design, LLC | 0.01% | New | 86 | $32K |
| Optima Capital LLC | 0.01% | New | 85 | $32K |
| Redwood Park Advisors LLC | 0.02% | Add +1.2% | 85 | $32K |
| Advocate Investing Services LLC | 0.03% | — | 83 | $31K |
| Rossby Financial, LCC | 0.01% | No change | 82 | $31K |
| Orion Capital Management LLC | 0.01% | Add +24.6% | 81 | $30K |
| Quest 10 Wealth Builders, Inc. | 0.03% | No change | 75 | $28K |
| 1 North Wealth Services LLC | 0.01% | No change | 75 | $28K |
| REAP Financial Group, LLC | 0.01% | New | 74 | $28K |
| Arcadia Investment Management Corp. | 0.00% | No change | 70 | $26K |
| Pacifica Partners Inc. | 0.01% | No change | 65 | $24K |
| Atlantic Edge Private Wealth Management, LLC | 0.01% | No change | 65 | $24K |
| Caitlin John, LLC | 0.01% | No change | 61 | $23K |
| Glen Eagle Advisors, LLC | 0.00% | No change | 59 | $22K |
| Robinswood Financial LLC | 0.01% | Reduce -64.8% | 50 | $19K |
| Investment Counsel Co. of Nevada | 0.04% | No change | 50 | $19K |
| Godsey & Gibb, Inc. | 0.00% | New | 49 | $18K |
| Elevation Wealth Partners, LLC | 0.01% | Reduce -6.0% | 47 | $18K |
| Vermillion & White Wealth Management Group, LLC | 0.01% | No change | 45 | $17K |
| Ankerstar Wealth, LLC | 0.02% | — | 42 | $16K |
| Tradewinds Capital Management, LLC | 0.00% | No change | 40 | $15K |
| Hoey Investments, Inc. | 0.00% | No change | 39 | $15K |
| ARK Investment Management | 0.00% | New | 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 |
| Caldwell Sutter Capital, Inc. | 0.00% | Reduce -74.3% | 28 | $10K |
| Piscataqua Savings Bank | 0.01% | No change | 25 | $9K |
| Strategic Investment Solutions, Inc. | 0.00% | No change | 25 | $9K |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 0.01% | — | 24 | $9K |
| Palouse Capital Management, Inc. | 0.01% | No change | 22 | $8K |
| Davis Capital Management | 0.01% | No change | 21 | $8K |
| Barrett & Company, Inc. | 0.00% | No change | 17 | $6K |
| Exchange Traded Concepts, LLC | 0.00% | Reduce -62.2% | 17 | $6K |
| Wilkerson Advisory Group LLC | 0.00% | — | 16 | $6K |
| Kentucky Trust Co | 0.00% | No change | 15 | $6K |
| National Bank of Canada | 0.00% | No change | 15 | $6K |
| Winch Advisory Services, LLC | 0.00% | No change | 12 | $5K |
| Evermay Wealth Management LLC | 0.00% | New | 12 | $4K |
| Rosenberg Matthew Hamilton | 0.00% | No change | 12 | $4K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -100.0% | 12 | $4K |
| Arlington Trust Co LLC | 0.00% | No change | 11 | $4K |
| Bfsg, LLC | 0.00% | No change | 10 | $4K |
| Noble Wealth Management PBC | 0.00% | No change | 5 | $2K |
| Evolution Wealth Management Inc. | 0.00% | New | 4 | $1K |
| SBI Securities Co., Ltd. | 0.00% | New | 2 | $747 |
| Ares Financial Consulting, LLC | 0.00% | — | 1 | $373 |
"% of holder's portfolio" is IWB's weight in each manager's 13F, not the share of iShares Russell 1000 ETF the manager owns.