iShares Russell 1000 ETFIWBETF
13F holders, Q1 2026 (March 31)1,475holders −23
66new positions
76sold out
7famous investors
$356.45avg. 13F price*
At the end of Q1 2026, 1,475 institutions reported holding iShares Russell 1000 ETF (IWB) in their 13F filings, down 23 from Q4 2025. 66 opened new positions and 76 sold out. The largest holders were Jones Financial Companies LLLP ($3.6B), FMR LLC ($3.6B) and Bank of America Corp. ($1.8B). 7 famous investors held it, including Israel Englander (0.1% of Millennium Management's portfolio), Joel Greenblatt (0.1% of Gotham Asset Management'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 Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 66 | $130.0M |
| Exits | 76 | $234.7M |
All 13F filers, Q4 2025 → Q1 2026: 3,564,677 shares bought and 6,337,618 shares sold, net −2,772,941 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,475 holders
| Jones Financial Companies LLLP | 1.75% | Reduce -9.7% | 10,453,379 | $3.6B |
| FMR LLC | 0.19% | Add +2.2% | 10,059,810 | $3.6B |
| Bank of America Corp. | 0.13% | Add +4.9% | 5,155,585 | $1.8B |
| Envestnet Asset Management Inc. | 0.41% | Reduce -4.9% | 4,343,242 | $1.5B |
| M&T Bank Corp | 3.34% | Add +1.1% | 2,861,198 | $1.0B |
| Northern Trust Corp. | 0.13% | Reduce -1.2% | 2,658,525 | $947.9M |
| LPL Financial LLC | 0.24% | Add +3.5% | 2,536,712 | $904.5M |
| PNC Financial Services Group, Inc. | 0.48% | Add +1.4% | 2,329,545 | $830.6M |
| Morgan Stanley | 0.04% | Reduce -2.9% | 2,029,785 | $723.7M |
| Focus Partners Wealth | 0.77% | Reduce -1.1% | 1,932,956 | $689.4M |
| Millburn Ridgefield LLC | 12.59% | Add +12.3% | 1,641,733 | $585.4M |
| Catalyst Capital Advisors LLC | 10.91% | Add +12.3% | 1,641,733 | $585.4M |
| BlackRock, Inc. | 0.01% | Reduce -26.1% | 1,638,420 | $584.2M |
| Wells Fargo & Company | 0.11% | Reduce -1.9% | 1,579,924 | $563.3M |
| Johnson Investment Counsel Inc. | 4.09% | Add +1.2% | 1,419,562 | $506.2M |
| Northwestern Mutual Wealth Management Co. | 0.30% | Add +4.4% | 1,380,105 | $492.1M |
| Bokf, NA | 7.02% | Reduce -0.8% | 1,287,018 | $458.9M |
| Captrust Financial Advisors | 0.80% | Add +9.9% | 1,279,821 | $456.3M |
| JPMorgan Chase & Co. | 0.03% | Reduce -5.7% | 1,266,451 | $439.0M |
| Goldman Sachs Group Inc. | 0.05% | Reduce -15.6% | 1,168,747 | $416.7M |
| UBS Group AG | 0.07% | Add +25.1% | 1,138,383 | $405.9M |
| Pathstone Holdings, LLC | 1.58% | Add +0.2% | 1,112,041 | $396.5M |
| US Bancorp \de | 0.39% | Add +15.0% | 892,182 | $318.1M |
| Fifth Third Bancorp | 0.55% | Add +145.7% | 849,980 | $303.1M |
| Cerity Partners LLC | 0.40% | Add +7.4% | 800,125 | $285.3M |
| National Mutual Insurance Federation of Agricultural Cooperatives | 2.17% | No change | 791,000 | $282.0M |
| Mercer Global Advisors Inc. | 0.41% | Reduce -1.0% | 784,742 | $279.8M |
| Legacy Wealth Management, LLC | 14.73% | Reduce -0.3% | 708,202 | $252.5M |
| Capstone Financial Advisors, Inc. | 12.41% | Reduce -0.4% | 646,320 | $230.5M |
| Creative Planning | 0.16% | Reduce -2.3% | 642,293 | $229.0M |
| Pinnacle Financial Partners, Inc. | 1.66% | Add +2.8% | 609,704 | $217.4M |
| Raymond James Financial Inc. | 0.07% | Reduce -6.2% | 592,068 | $211.1M |
| Mariner, LLC | 0.24% | Add +6.2% | 580,691 | $207.1M |
| Allstate Corp. | 2.11% | Reduce -48.8% | 552,584 | $197.0M |
| HighTower Advisors, LLC | 0.20% | Add +9.1% | 524,139 | $186.9M |
| Millennium Management | 0.15% | Add +14.7% | 521,919 | $186.1M |
| Ieq Capital, LLC | 0.85% | Add +5.7% | 515,288 | $183.7M |
| Ameriprise Financial Inc. | 0.04% | Reduce -2.8% | 479,707 | $174.7M |
| Empower Advisory Group, LLC | 0.41% | Add +44.0% | 442,559 | $157.8M |
| Truist Financial Corp. | 0.21% | Reduce -5.4% | 429,657 | $153.2M |
| Red Cedar Investment Management, LLC | 14.61% | Reduce -3.4% | 395,325 | $141.0M |
| Royal Bank of Canada | 0.03% | Reduce -29.6% | 377,116 | $134.5M |
| CIBC Bancorp USA Inc. | 0.18% | — | 377,746 | $133.6M |
| Cetera Investment Advisers | 0.14% | Add +2.4% | 361,081 | $128.7M |
| Bank of Montreal | 0.05% | Add +3.7% | 341,619 | $121.8M |
| MPS Loria Financial Planners, LLC | 32.07% | Add +2.2% | 340,935 | $121.6M |
| Wealth Enhancement Advisory Services, LLC | 0.26% | Reduce -34.4% | 333,625 | $118.0M |
| HSBC Holdings PLC | 0.07% | Add +1.0% | 325,497 | $116.1M |
| Waverly Advisors, LLC | 0.85% | Reduce -2.3% | 319,023 | $113.8M |
| NorthRock Partners, LLC | 1.72% | Reduce -0.2% | 298,262 | $106.3M |
| Arbor Investment Advisors, LLC | 13.51% | Reduce -0.1% | 290,982 | $103.8M |
| Tiaa-Cref Individual & Institutional Services, LLC | 0.37% | — | 272,506 | $97.2M |
| Lido Advisors, LLC | 0.38% | Reduce -3.3% | 272,499 | $97.2M |
| Johns Hopkins University | 6.83% | No change | 264,479 | $94.3M |
| Commerce Bank | 0.46% | Add +33.8% | 263,864 | $94.1M |
| AMG National Trust Bank | 2.01% | Add +8.4% | 260,127 | $92.8M |
| Winthrop Advisory Group LLC | 7.27% | Add +0.7% | 249,440 | $88.9M |
| McKinley Carter Wealth Services, Inc. | 5.09% | Reduce -2.1% | 247,303 | $88.2M |
| TIAA Wealth Investment Management LLC | 0.66% | — | 250,382 | $86.8M |
| Baird Financial Group, Inc. | 0.13% | Reduce -1.3% | 229,201 | $81.7M |
| Equitable Holdings, Inc. | 0.49% | Add +2.1% | 150,714 | $76.2M |
| Osaic Holdings, Inc. | 0.11% | Add +11.6% | 206,661 | $73.7M |
| Ballentine Partners, LLC | 1.02% | Reduce -1.6% | 206,406 | $73.6M |
| Brown Advisory Inc. | 0.12% | Add +1.0% | 203,909 | $72.7M |
| Coldstream Capital Management Inc. | 0.89% | Add +0.1% | 200,572 | $71.5M |
| Schroder Investment Management Group | 0.06% | Add +27.9% | 205,438 | $71.2M |
| JFS Wealth Advisors, LLC | 3.98% | Reduce -1.5% | 199,371 | $71.1M |
| BOK Financial Private Wealth, Inc. | 4.21% | Reduce -2.2% | 195,697 | $69.8M |
| Stifel Financial Corp. | 0.06% | Reduce -24.9% | 192,546 | $68.7M |
| WASHINGTON TRUST Co | 2.28% | Reduce -2.3% | 189,374 | $67.5M |
| Principal Securities, Inc. | 0.95% | Add +1.5% | 182,403 | $65.0M |
| BNP Paribas Financial Markets | 0.04% | Reduce -2.6% | 180,267 | $64.3M |
| Corient Private Wealth LP | 0.09% | Add +1.7% | 179,474 | $61.3M |
| MML Investors Services, LLC | 0.17% | Reduce -2.9% | 169,884 | $60.6M |
| Cambridge Investment Research Advisors, Inc. | 0.15% | Reduce -1.8% | 168,512 | $60.1M |
| AQR Capital Management | 0.03% | Add +11.6% | 168,327 | $60.0M |
| Boston Partners | 0.06% | New | 309 | $59.0M |
| Bank of New York Mellon Corp | 0.01% | Reduce -1.6% | 164,874 | $58.8M |
| Enclave Advisors LLC | 8.21% | Reduce -0.4% | 161,579 | $57.6M |
| Brighton Jones LLC | 1.27% | Reduce -3.0% | 161,066 | $57.4M |
| Mason & Associates Inc | 11.11% | Reduce -1.0% | 164,995 | $57.2M |
| Commonwealth Equity Services, LLC | 0.08% | Reduce -16.5% | 155,710 | $55.5M |
| Hippocratic Financial Advisors, LLC | 23.96% | Add +9.0% | 153,195 | $54.6M |
| Napier Financial, LLC | 12.46% | Reduce -0.1% | 152,330 | $54.3M |
| Clearstead Advisors, LLC | 0.49% | Add +89.1% | 149,294 | $53.2M |
| Envestnet Portfolio Solutions, Inc. | 0.29% | Reduce -28.2% | 146,636 | $52.3M |
| Beacon Pointe Advisors, LLC | 0.28% | Add +27.2% | 146,399 | $52.2M |
| Choreo, LLC | 0.62% | Reduce -1.2% | 141,727 | $50.5M |
| JT Stratford LLC | 6.38% | Add +0.5% | 140,000 | $49.9M |
| Rockefeller Capital Management L.P. | 0.09% | Reduce -9.0% | 138,445 | $49.4M |
| Nixon Peabody Trust Co. | 3.72% | Add +14.3% | 131,275 | $46.8M |
| Conservest Capital Advisors, Inc. | 4.21% | Reduce -3.4% | 130,159 | $46.4M |
| Wealthfront Advisers LLC | 0.10% | Add +12.0% | 129,164 | $46.1M |
| Gotham Asset Management | 0.14% | Add +1535.2% | 127,789 | $45.6M |
| NewEdge Advisors, LLC | 0.16% | Reduce -0.2% | 125,398 | $44.7M |
| Cambridge Associates LLC /Ma/ | 0.71% | No change | 124,298 | $44.3M |
| Keel Point, LLC | 2.96% | Add +0.1% | 123,959 | $44.2M |
| DT Investment Partners, LLC | 3.67% | Add +3.9% | 123,821 | $44.1M |
| Jordan Park Group LLC | 2.34% | Reduce -4.0% | 123,264 | $44.0M |
| Trust Co | 4.10% | Add +0.5% | 122,783 | $43.8M |
| Two Sigma Investments, LP | 0.04% | Add +71.1% | 122,120 | $43.5M |
| Brewster Financial Planning LLC | 25.88% | Add +2.1% | 119,982 | $42.8M |
| State Board of Administration of Florida Retirement System | 0.08% | Reduce -11.2% | 119,455 | $42.6M |
| Laird Norton Wetherby Trust Company, LLC | 0.91% | Reduce -0.5% | 116,843 | $41.7M |
| Financial Management Professionals, Inc. | 4.66% | Add +0.3% | 116,424 | $41.5M |
| Aspiriant, LLC | 1.14% | Reduce -1.4% | 112,708 | $40.2M |
| Hoge Financial Services, LLC | 21.49% | Reduce -2.0% | 112,594 | $40.1M |
| American Financial Advisors, LLC | 5.15% | Reduce -2.4% | 108,328 | $38.6M |
| Montag A & Associates Inc. | 1.78% | Reduce -0.0% | 107,418 | $38.3M |
| Whittier Trust Co. of Nevada Inc. | 0.78% | No change | 105,492 | $38.1M |
| Sigma Investment Counselors Inc. | 1.99% | Reduce -2.8% | 105,534 | $37.6M |
| Busey Bank | 1.01% | Reduce -0.1% | 104,619 | $37.3M |
| Constellation Investments, Inc. | 1.20% | No change | 101,441 | $36.2M |
| Franklin, Parlapiano, Turner & Welch, LLC | 8.60% | Reduce -2.0% | 93,093 | $36.1M |
| Daido Life Insurance Co. | 5.15% | No change | 97,981 | $34.9M |
| Pitcairn Wealth Advisors LLC | 3.17% | Add +4.5% | 92,276 | $34.5M |
| Franklin Resources Inc. | 0.01% | Add +8.9% | 95,969 | $34.2M |
| St. Louis Trust Co | 3.99% | Reduce -0.7% | 95,825 | $34.2M |
| RTD Financial Advisors, Inc. | 4.14% | Reduce -1.3% | 94,537 | $33.7M |
| TFO Wealth Partners, LLC | 4.40% | Reduce -0.3% | 90,670 | $32.3M |
| Quantinno Capital Management LP | 0.05% | Add +8.8% | 89,506 | $31.9M |
| Legacy Advisors, LLC | 3.75% | Reduce -0.0% | 89,267 | $31.8M |
| Sachem Hill LLC | 6.09% | Reduce -2.5% | 88,231 | $31.5M |
| Parker Investment Management, LLC | 4.72% | Reduce -0.3% | 87,063 | $31.0M |
| Wilmington Savings Fund Society, FSB | 0.74% | Add +1.6% | 87,001 | $31.0M |
| Stephens Inc. | 0.39% | Add +1.7% | 86,682 | $30.9M |
| Wescott Financial Advisory Group, LLC | 2.70% | Reduce -1.0% | 86,531 | $30.9M |
| Gray Private Wealth, LLC | 15.29% | Reduce -0.1% | 85,266 | $30.4M |
| Robertson Stephens Wealth Management, LLC | 0.85% | Add +0.0% | 85,158 | $30.4M |
| Karpus Management, Inc. | 0.95% | Add +0.1% | 85,096 | $30.3M |
| Whittier Trust Co. | 0.34% | Reduce -3.3% | 82,482 | $29.8M |
| May Hill Capital, LLC | 7.48% | Reduce -1.4% | 83,571 | $29.8M |
| Wealthspire Advisors, LLC | 0.23% | Reduce -8.4% | 82,761 | $29.5M |
| XML Financial, LLC | 2.38% | Reduce -1.2% | 82,562 | $29.4M |
| Park Avenue Securities LLC | 0.23% | Add +2.5% | 81,907 | $29.2M |
| Kestra Advisory Services, LLC | 0.11% | Reduce -12.8% | 81,829 | $29.2M |
| Blair William & Co. | 0.08% | Add +6.2% | 80,895 | $28.8M |
| Rhumbline Advisers | 0.02% | Reduce -5.5% | 78,550 | $28.0M |
| Opus Capital Group, LLC | 2.99% | Reduce -0.8% | 78,036 | $27.8M |
| Act Wealth Management, LLC | 9.30% | Add +2.1% | 77,651 | $27.7M |
| Moneta Group Investment Advisors LLC | 0.21% | Reduce -0.5% | 76,990 | $27.5M |
| MAI Capital Management | 0.16% | Reduce -0.8% | 76,819 | $27.4M |
| Sequoia Financial Advisors, LLC | 0.15% | Reduce -5.8% | 74,728 | $26.6M |
| Allen Investment Management, LLC | 0.33% | Reduce -4.9% | 73,992 | $26.4M |
| Neuberger Berman Group LLC | 0.02% | Reduce -9.9% | 73,877 | $26.3M |
| BTC Capital Management, Inc. | 1.72% | Reduce -3.5% | 71,246 | $25.4M |
| Glenmede Trust Co. NA | 0.12% | Reduce -1.0% | 67,422 | $24.0M |
| Modera Wealth Management, LLC | 0.29% | Reduce -1.0% | 67,297 | $24.0M |
| Integrated Wealth Concepts LLC | 0.19% | Add +51.5% | 65,258 | $23.3M |
| Cornerstone Wealth Group, LLC | 1.47% | Reduce -4.9% | 58,955 | $22.7M |
| Mission Wealth Management, LP | 0.47% | Reduce -2.0% | 62,346 | $22.2M |
| OneDigital Investment Advisors LLC | 0.21% | Reduce -1.1% | 61,171 | $21.8M |
| Savant Capital, LLC | 0.11% | Add +27.1% | 61,120 | $21.8M |
| UMB Bank, n.a. | 0.29% | Add +5.1% | 59,206 | $21.1M |
| Perigon Wealth Management, LLC | 0.38% | Add +0.4% | 59,203 | $21.1M |
| Quadrant Capital Group LLC | 0.63% | Reduce -0.1% | 59,035 | $21.0M |
| Davis R M Inc. | 0.37% | Reduce -2.9% | 58,937 | $21.0M |
| Heritage Investment Group, Inc. | 3.13% | Add +21.1% | 58,079 | $20.7M |
| GM Advisory Group, LLC | 0.79% | Reduce -0.8% | 57,402 | $20.5M |
| Single Point Partners, LLC | 4.03% | Reduce -0.9% | 56,780 | $20.2M |
| Trust Point Inc. | 1.71% | Reduce -2.5% | 55,275 | $19.7M |
| Legal & General Group Plc | 0.00% | Add +12.9% | 54,670 | $19.5M |
| Paragon Capital Management LLC | 9.58% | Reduce -0.9% | 54,299 | $19.4M |
| Johnson Financial Group, Inc. | 0.70% | Add +0.9% | 54,265 | $19.3M |
| Thrivent Financial for Lutherans | 0.04% | Add +1.6% | 54,743 | $19.3M |
| Centerpoint Advisors, LLC | 6.25% | Reduce -5.3% | 53,891 | $19.2M |
| Paladin Partners, LLC | 13.58% | Add +9.5% | 52,825 | $18.8M |
| Mullaney, Keating & Wright, Inc. | 10.06% | Reduce -3.1% | 51,951 | $18.5M |
| Sentinel Wealth Management, Inc. | 14.76% | Reduce -0.3% | 51,754 | $18.5M |
| Citigroup Inc. | 0.01% | Add +3.8% | 50,880 | $18.1M |
| TD Private Client Wealth LLC | 0.38% | Add +26.5% | 50,724 | $18.1M |
| Badgley Phelps Wealth Managers, LLC | 0.36% | Reduce -1.4% | 50,463 | $18.0M |
| Cresset Asset Management, LLC | 0.08% | Add +4.3% | 50,138 | $17.9M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.03% | Reduce -90.0% | 50,000 | $17.8M |
| Auxano Advisors, LLC | 3.54% | Reduce -4.6% | 49,756 | $17.7M |
| SCS Capital Management LLC | 0.19% | Reduce -0.3% | 48,996 | $17.5M |
| Farther Finance Advisors, LLC | 0.16% | Reduce -21.4% | 47,625 | $17.1M |
| Jane Street Group, LLC | 0.02% | Add +275.1% | 47,642 | $17.0M |
| Wealthcare Advisory Partners LLC | 0.33% | Add +6.7% | 47,428 | $16.9M |
| Tortoise Investment Management, LLC | 1.38% | Reduce -1.4% | 46,963 | $16.7M |
| Alliancebernstein L.P. | 0.01% | Add +61.9% | 43,891 | $16.4M |
| Cwm, LLC | 0.04% | Reduce -10.2% | 45,888 | $16.4M |
| Tiaa Trust, National Association | 0.99% | Reduce -93.3% | 45,847 | $16.3M |
| Rice Partnership, LLC | 2.23% | Add +1.7% | 45,746 | $16.3M |
| Bessemer Group Inc. | 0.03% | Add +7.4% | 45,173 | $16.1M |
| Glassman Wealth Services | 2.08% | Reduce -0.9% | 42,852 | $15.3M |
| Latigo Investments, LLC | 7.56% | No change | 42,556 | $15.2M |
| HB Wealth Management, LLC | 0.10% | Add +2.8% | 42,229 | $15.1M |
| New England Private Wealth Advisors LLC | 1.72% | Reduce -1.1% | 41,790 | $14.9M |
| Bartlett & Co. Wealth Management LLC | 0.19% | Add +0.1% | 37,759 | $14.8M |
| Journey Strategic Wealth LLC | 0.37% | Add +2.2% | 41,533 | $14.8M |
| Twin Focus Capital Partners, LLC | 1.69% | No change | 41,161 | $14.7M |
| Texas Capital Bank Wealth Management Services Inc | 0.87% | Reduce -2.7% | 41,136 | $14.7M |
| YHB Investment Advisors, Inc. | 1.04% | Reduce -3.7% | 40,625 | $14.5M |
| Jaffetilchin Investment Partners, LLC | 0.85% | Add +0.1% | 40,216 | $14.3M |
| Bradley Foster & Sargent Inc. | 0.22% | Reduce -0.0% | 39,555 | $14.1M |
| Chartist Inc. | 10.05% | Reduce -1.4% | 39,253 | $14.0M |
| Kayne Anderson Rudnick Investment Management LLC | 0.04% | Reduce -10.0% | 39,109 | $14.0M |
| SG Americas Securities, LLC | 0.02% | New | 38,947 | $13.9M |
| Glenview Trust Co | 0.22% | Add +0.1% | 38,808 | $13.8M |
| Koss-Olinger Consulting, LLC | 1.15% | Reduce -25.3% | 38,634 | $13.8M |
| Private Advisor Group, LLC | 0.06% | Add +5.9% | 37,811 | $13.5M |
| Citizens Financial Group Inc. | 0.18% | Add +1.0% | 36,977 | $13.2M |
| JMG Financial Group, Ltd. | 0.36% | Reduce -0.0% | 36,958 | $13.2M |
| Nicholson Meyer Capital Management, Inc. | 10.05% | Add +1.7% | 36,748 | $13.1M |
| Janney Montgomery Scott LLC | 0.03% | Add +2.2% | 36,387 | $13.0M |
| Advance Capital Management, Inc. | 0.47% | Reduce -1.0% | 34,516 | $12.3M |
| Curi Capital, LLC | 0.22% | Reduce -2.3% | 34,110 | $12.2M |
| Smith Chas P & Associates Pa Cpas | 0.65% | No change | 33,477 | $11.9M |
| ETF Portfolio Partners, Inc. | 3.13% | Reduce -4.4% | 33,468 | $11.9M |
| Northstar Financial Companies, Inc. | 9.43% | Reduce -1.3% | 33,254 | $11.9M |
| &partners | 0.06% | Reduce -31.4% | 32,819 | $11.8M |
| Fiduciary Trust Co | 0.14% | No change | 32,858 | $11.7M |
| St. Clair Advisors, LLC | 3.11% | Add +146.7% | 32,760 | $11.7M |
| Fiduciary Counselling Inc. | 32.18% | No change | 32,448 | $11.6M |
| HBK Sorce Advisory LLC | 0.23% | Add +0.9% | 28,336 | $11.4M |
| GTS Securities LLC | 0.40% | New | 31,739 | $11.3M |
| Old National Bancorp | 0.19% | Reduce -0.2% | 31,729 | $11.3M |
| Evercore Wealth Management, LLC | 0.18% | Add +123.2% | 31,495 | $11.2M |
| Ethos Financial Group, LLC | 0.82% | Add +2.6% | 29,989 | $11.2M |
| EP Wealth Advisors, LLC | 0.05% | Reduce -2.4% | 30,467 | $10.9M |
| Stratos Wealth Partners, LTD. | 0.12% | Reduce -2.6% | 30,430 | $10.9M |
| 1900 Wealth Management LLC | 0.70% | Add +0.0% | 30,429 | $10.8M |
| Independent Advisor Alliance | 0.12% | New | 30,377 | $10.8M |
| Fire Capital Management LLC | 5.04% | Reduce -3.0% | 30,198 | $10.8M |
| Atlantic Union Bankshares Corp | 0.20% | Reduce -0.7% | 29,429 | $10.5M |
| Firestone Capital Management | 2.15% | Reduce -0.7% | 28,955 | $10.3M |
| Hamilton Capital, LLC | 0.53% | Reduce -9.3% | 28,905 | $10.3M |
| Merit Financial Group, LLC | 0.08% | Reduce -6.5% | 28,834 | $10.3M |
| Centennial Bank | 3.65% | Reduce -8.3% | 28,514 | $10.2M |
| North Star Investment Management Corp. | 0.61% | No change | 28,310 | $10.1M |
| Sanctuary Advisors, LLC | 0.05% | Reduce -0.4% | 28,275 | $10.1M |
| Silvercrest Asset Management Group LLC | 0.07% | Reduce -0.8% | 27,600 | $9.8M |
| Turtle Creek Wealth Advisors, LLC | 0.74% | Add +0.8% | 27,389 | $9.8M |
| Brown Financial Advisory | 4.84% | Reduce -2.5% | 27,359 | $9.8M |
| Cannell & Spears LLC | 0.19% | Add +0.5% | 27,323 | $9.7M |
| Parkside Financial Bank & Trust | 0.74% | Reduce -0.2% | 27,196 | $9.7M |
| Aptus Capital Advisors, LLC | 0.08% | Reduce -4.3% | 26,854 | $9.6M |
| Oxford Financial Group, LTD. LLC | 0.51% | Reduce -10.0% | 26,770 | $9.5M |
| CM Wealth Advisors LLC | 2.03% | Add +2.3% | 26,760 | $9.5M |
| Corepath Wealth Partners LLC | 6.43% | Add +1.1% | 25,732 | $9.5M |
| Sepio Capital, LP | 0.52% | Reduce -1.5% | 26,737 | $9.5M |
| Utah Retirement Systems | 0.10% | Add +58.1% | 26,382 | $9.4M |
| Formulate Financial LLC | 11.41% | Add +1.9% | 25,921 | $9.2M |
| Indiana Trust & Investment Management Co | 2.82% | No change | 25,598 | $9.1M |
| Pure Financial Advisors, LLC | 0.13% | Add +10.9% | 25,506 | $9.1M |
| Graves Light Lenhart Wealth, Inc. | 0.94% | Reduce -0.6% | 25,347 | $9.0M |
| American National Bank & Trust | 0.85% | Reduce -4.5% | 25,102 | $9.0M |
| Caprock Group, LLC | 0.22% | Add +5.2% | 24,998 | $8.9M |
| Summit Wealth Partners, LLC | 1.41% | Reduce -1.6% | 24,920 | $8.9M |
| Chilton Investment Co. Inc. | 0.21% | No change | 24,550 | $8.8M |
| Arcadia Investment Advisors LLC | 4.09% | Reduce -0.8% | 24,276 | $8.7M |
| Up Strategic Wealth Investment Advisors LLC | 5.41% | No change | 21,509 | $8.6M |
| Tudor Financial Inc. | 4.32% | Reduce -1.0% | 23,716 | $8.5M |
| GC Wealth Management RIA, LLC | 0.35% | Reduce -9.8% | 23,643 | $8.4M |
| MV Capital Management, Inc. | 0.82% | Reduce -0.3% | 23,409 | $8.3M |
| Campion Asset Management | 5.66% | Reduce -1.5% | 23,397 | $8.3M |
| Relyea Zuckerberg Hanson LLC | 0.83% | Add +0.0% | 23,032 | $8.2M |
| Omega Financial Group, LLC | 2.68% | Reduce -6.6% | 22,793 | $8.1M |
| Fort Point Capital Partners LLC | 1.06% | Reduce -4.7% | 22,771 | $8.1M |
| AlTi Global, Inc. | 0.18% | Reduce -0.4% | 22,671 | $8.1M |
| Summit Trail Advisors, LLC | 0.12% | Add +66.1% | 22,592 | $8.1M |
| Circle Wealth Management, LLC | 0.11% | Add +0.0% | 22,128 | $7.9M |
| Klingman & Associates, LLC | 0.38% | Add +1.1% | 22,034 | $7.9M |
| Compound Planning, Inc. | 0.24% | Add +69.4% | 22,016 | $7.8M |
| NewSquare Capital LLC | 0.68% | Reduce -1.4% | 21,777 | $7.8M |
| QRG Capital Management, Inc. | 0.08% | Reduce -48.8% | 21,668 | $7.7M |
| Ackerman Asset Management, LLC | 5.34% | Reduce -2.3% | 21,465 | $7.7M |
| Bleakley Financial Group, LLC | 0.12% | Reduce -0.4% | 21,231 | $7.6M |
| United Capital Financial Advisors, LLC | 0.05% | Reduce -4.0% | 21,093 | $7.5M |
| XTX Topco Ltd | 0.13% | Add +52.2% | 21,027 | $7.5M |
| Spire Wealth Management | 0.25% | Add +0.0% | 20,862 | $7.4M |
| Stegner Investment Associates Inc. | 4.01% | Reduce -1.0% | 20,534 | $7.3M |
| Evanson Asset Management, LLC | 0.39% | Reduce -0.0% | 20,523 | $7.3M |
| Fiducient Advisors LLC | 0.93% | Add +0.1% | 20,010 | $7.1M |
| Natixis Advisors, LLC | 0.01% | Add +8.8% | 19,996 | $7.1M |
| Regions Financial Corp. | 0.05% | Add +8.2% | 19,939 | $7.1M |
| Monument Capital Management | 1.77% | Add +0.0% | 19,833 | $7.1M |
| Apella Capital, LLC | 0.10% | Add +10.6% | 17,927 | $7.0M |
| Avestar Capital, LLC | 0.48% | Reduce -0.8% | 19,539 | $7.0M |
| Vise Technologies, Inc. | 0.14% | No change | 18,637 | $7.0M |
| Mather Group, Llc. | 0.07% | Reduce -0.9% | 19,276 | $6.9M |
| Keybank National Association | 0.03% | Add +5.1% | 19,267 | $6.9M |
| Pacific Capital Wealth Advisors, Inc. | 1.15% | No change | 19,234 | $6.9M |
| Sage Mountain Advisors LLC | 0.48% | Add +8.1% | 19,207 | $6.8M |
| Advisory Services Network, LLC | 0.09% | Add +0.7% | 19,166 | $6.8M |
| Xponance LLC | 0.05% | Add +243.2% | 19,070 | $6.8M |
| Halbert Hargrove Global Advisors, LLC | 0.33% | Reduce -96.0% | 18,987 | $6.8M |
| Breakwater Capital Group | 0.90% | Add +1.5% | 18,954 | $6.8M |
| Tidal Investments LLC | 0.02% | Add +7.3% | 18,883 | $6.7M |
| Orion Porfolio Solutions, LLC | 0.06% | Reduce -33.1% | 18,540 | $6.6M |
| Diversified Trust Co. | 0.12% | Add +0.3% | 18,302 | $6.5M |
| Maryland State Retirement & Pension System | 0.13% | Add +12.3% | 18,174 | $6.5M |
| Highland Capital Management, LLC | 0.34% | Add +5.0% | 17,764 | $6.3M |
| Hirtle & Co., LLC | 0.24% | No change | 17,595 | $6.3M |
| WealthTrust Asset Management, LLC | 3.73% | Reduce -0.1% | 17,531 | $6.3M |
| Garde Capital, Inc. | 0.37% | Reduce -0.5% | 17,408 | $6.2M |
| Csenge Advisory Group | 0.28% | Reduce -0.2% | 17,266 | $6.2M |
| Retirement Income Solutions, Inc. | 1.05% | Reduce -0.1% | 17,255 | $6.2M |
| Fca Corp. | 1.73% | Reduce -3.2% | 17,168 | $6.1M |
| Ashton Thomas Private Wealth, LLC | 0.14% | Add +4.5% | 17,068 | $6.1M |
| Roble, Belko & Company, Inc | 0.77% | Reduce -1.5% | 16,925 | $6.0M |
| Sachetta, LLC | 3.23% | Reduce -0.1% | 16,705 | $6.0M |
| Chicago Partners Investment Group LLC | 0.13% | Add +0.0% | 15,274 | $6.0M |
| B. Riley Wealth Advisors, Inc. | 0.38% | Reduce -0.5% | 17,142 | $5.9M |
| Allworth Financial LP | 0.02% | Add +4.2% | 16,457 | $5.9M |
| Great Valley Advisor Group, Inc. | 0.11% | Add +2.8% | 16,444 | $5.9M |
| Bensler, LLC | 0.60% | Reduce -5.2% | 16,429 | $5.9M |
| SigFig Wealth Management, LLC | 0.17% | Reduce -0.6% | 16,146 | $5.8M |
| Destination Wealth Management | 0.15% | Reduce -2.5% | 15,971 | $5.7M |
| Bayshore Capital Advisors, LLC | 2.39% | Add +0.6% | 15,873 | $5.7M |
| Checchi Capital Advisers, LLC | 0.38% | Add +8.7% | 15,583 | $5.6M |
| First Financial Bankshares Inc | 0.11% | Reduce -0.2% | 15,444 | $5.5M |
| Peoples Bank | 3.34% | Add +19.0% | 15,281 | $5.4M |
| Florida Trust Wealth Management Co | 0.15% | No change | 15,250 | $5.4M |
| Shelton Wealth Management, LLC | 2.38% | Reduce -1.7% | 15,179 | $5.4M |
| Sumitomo Mitsui Trust Group, Inc. | 0.00% | Add +10.5% | 15,053 | $5.4M |
| Teachers Insurance & Annuity Association of America | 6.69% | No change | 14,967 | $5.3M |
| Sound View Wealth Advisors Group, LLC | 0.36% | Reduce -0.3% | 14,853 | $5.3M |
| Aspen Capital Management, LLC | 1.31% | Reduce -1.1% | 14,805 | $5.3M |
| Lowery Thomas, LLC | 3.02% | Reduce -0.8% | 14,805 | $5.3M |
| Owl Creek Wealth Partners LLC | 1.88% | — | 14,781 | $5.3M |
| Prospera Financial Services Inc | 0.08% | Add +2.4% | 14,703 | $5.2M |
| Strategic Investment Advisors / MI | 0.36% | Reduce -2.1% | 14,663 | $5.2M |
| Anchor Capital Advisors LLC | 0.15% | Add +0.0% | 14,486 | $5.2M |
| O'shaughnessy Asset Management, LLC | 0.03% | Add +1.9% | 14,428 | $5.1M |
| Evoke Wealth, LLC | 0.09% | Reduce -0.7% | 14,391 | $5.1M |
| Financial Engines Advisors L.L.C. | 0.01% | Reduce -5.3% | 14,308 | $5.1M |
| Sageworth Trust Co | 0.22% | No change | 14,270 | $5.1M |
| T. Rowe Price Associates Inc. | 0.00% | Add +0.8% | 14,251 | $5.1M |
| Rwa Wealth Partners, LLC | 0.06% | Reduce -0.6% | 14,220 | $5.1M |
| Seneca Financial Advisors LLC | 1.48% | Add +0.4% | 14,123 | $5.0M |
| Rehmann Capital Advisory Group | 0.26% | Reduce -6.5% | 13,973 | $5.0M |
| Consilio Wealth Advisors, LLC | 1.45% | Reduce -2.2% | 13,965 | $5.0M |
| Waldron Private Wealth LLC | 0.19% | Reduce -2.5% | 13,839 | $4.9M |
| Lodestar Private Asset Management LLC | 0.49% | Add +0.3% | 13,804 | $4.9M |
| Baker Avenue Asset Management, LP | 0.11% | Reduce -0.4% | 13,725 | $4.9M |
| Avior Wealth Management, LLC | 0.14% | Reduce -15.1% | 13,752 | $4.9M |
| Midwest Trust Co | 0.06% | Add +11.3% | 13,581 | $4.8M |
| ICONIQ Capital, LLC | 0.10% | No change | 13,096 | $4.7M |
| IFC Advisors LLC | 0.67% | No change | 13,072 | $4.7M |
| Portfolio Resources Advisor Group, Inc. | 4.63% | Reduce -0.1% | 13,071 | $4.7M |
| Harbor Investment Advisory, LLC | 0.37% | Reduce -0.7% | 13,044 | $4.7M |
| Moisand Fitzgerald Tamayo, LLC | 0.50% | Reduce -0.6% | 13,006 | $4.6M |
| Avidian Wealth Enterprises, LLC | 0.15% | Add +2.8% | 12,981 | $4.6M |
| Hancock Whitney Corp. | 0.08% | Reduce -43.3% | 12,512 | $4.6M |
| Parsons Capital Management Inc. | 0.21% | Add +4.8% | 12,945 | $4.6M |
| Strategic Blueprint, LLC | 0.27% | Add +0.1% | 12,930 | $4.6M |
| Calamos Advisors LLC | 0.02% | Add +1868.7% | 12,816 | $4.6M |
| Ascentis Independent Advisors | 0.34% | Add +647.8% | 12,600 | $4.5M |
| Sand Hill Global Advisors, LLC | 0.15% | Reduce -0.7% | 12,503 | $4.5M |
| Summit Financial Strategies, Inc. | 0.35% | Reduce -2.1% | 12,469 | $4.4M |
| Basecamp Wealth Advisors LLC | 0.92% | No change | 12,435 | $4.4M |
| Visionary Wealth Advisors | 0.20% | Reduce -1.6% | 12,417 | $4.4M |
| Tocqueville Asset Management L.P. | 0.06% | Add +2.1% | 12,210 | $4.4M |
| Calamos Wealth Management LLC | 0.15% | Add +11.2% | 12,165 | $4.3M |
| Guyasuta Investment Advisors Inc. | 0.25% | Add +0.3% | 12,128 | $4.3M |
| Fifth Third Securities, Inc. | 0.28% | Reduce -9.9% | 12,121 | $4.3M |
| Valeo Financial Advisors, LLC | 0.10% | Reduce -3.4% | 12,043 | $4.3M |
| Linscomb Wealth, Inc. | 0.19% | Reduce -3.8% | 12,018 | $4.3M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.07% | Add +2.3% | 11,966 | $4.3M |
| Obsidian Cio, LLC | 3.83% | Reduce -3.1% | 11,957 | $4.3M |
| Next Capital Management LLC | 1.29% | Add +0.0% | 11,952 | $4.3M |
| Philadelphia Trust Co. | 0.30% | No change | 11,946 | $4.3M |
| HFG Advisors, Inc. | 2.99% | Add +1.2% | 11,923 | $4.3M |
| Intrua Financial, LLC | 0.45% | Reduce -1.9% | 11,901 | $4.2M |
| Elk River Wealth Management LLC | 0.70% | Reduce -2.4% | 11,897 | $4.2M |
| J.Safra Asset Management Corp | 0.23% | Add +0.2% | 11,792 | $4.2M |
| Peapack Gladstone Financial Corp. | 0.05% | Reduce -6.3% | 11,527 | $4.1M |
| Harbour Capital Advisors, LLC | 0.78% | No change | 10,480 | $4.1M |
| Freestone Capital Holdings, LLC | 0.12% | No change | 11,420 | $4.1M |
| Crestwood Advisors Group, LLC | 0.07% | Reduce -0.5% | 11,418 | $4.1M |
| Capital Group Private Client Services, Inc. | 0.07% | Reduce -1.5% | 11,235 | $4.0M |
| Americana Partners, LLC | 0.10% | Add +0.3% | 10,961 | $3.9M |
| Dakota Wealth Management | 0.08% | Reduce -2.3% | 10,848 | $3.9M |
| Cherrydale Wealth Management, LLC | 1.19% | Reduce -4.4% | 10,832 | $3.9M |
| Corundum Group, Inc. | 1.28% | Add +21.9% | 10,723 | $3.8M |
| Integrated Advisors Network LLC | 0.20% | Reduce -47.6% | 10,720 | $3.8M |
| Trust Co of Tennessee | 0.71% | New | 10,664 | $3.8M |
| Plancorp, LLC | 0.11% | Reduce -0.4% | 10,188 | $3.8M |
| Sentinel Advisory Group, LLC | 1.84% | — | 10,568 | $3.8M |
| One Wealth Map LLC | 1.83% | Reduce -4.0% | 9,548 | $3.8M |
| Connecticut Wealth Management, LLC | 0.16% | Add +54.7% | 10,527 | $3.8M |
| Horizon Investment Services, LLC | 1.30% | Add +1.8% | 10,511 | $3.7M |
| Ascent Group, LLC | 0.13% | Add +2.1% | 10,431 | $3.7M |
| Northern Lights Advisors, Inc. | 2.51% | No change | 10,400 | $3.7M |
| Brown Brothers Harriman & Co. | 0.02% | No change | 10,374 | $3.7M |
| Belpointe Asset Management LLC | 0.13% | Add +0.1% | 10,354 | $3.7M |
| Cambridge Financial Group, LLC | 1.25% | Reduce -12.1% | 10,343 | $3.7M |
| Lansing Street Advisors | 0.93% | Add +0.2% | 10,311 | $3.7M |
| Fsa Wealth Partners, Inc. | 1.73% | Reduce -4.0% | 10,212 | $3.6M |
| Connable Office Inc. | 0.36% | Add +132.1% | 10,208 | $3.6M |
| Ullmann Wealth Partners Group, LLC | 0.38% | Add +15.2% | 10,189 | $3.6M |
| Smartleaf Asset Management LLC | 0.13% | Add +10.2% | 10,409 | $3.6M |
| Phillips Financial Management, LLC | 0.26% | Reduce -5.7% | 10,087 | $3.6M |
| Guardian Wealth Advisors, LLC / NC | 0.23% | Add +2.3% | 10,031 | $3.6M |
| MKD Wealth Coaches, LLC | 3.52% | Reduce -0.8% | 10,022 | $3.6M |
| New Wave Wealth Advisors LLC | 1.23% | Reduce -4.6% | 9,888 | $3.5M |
| Mitchell Sinkler & Starr | 1.63% | Add +1.8% | 9,875 | $3.5M |
| Evensky & Katz LLC | 0.20% | Reduce -1.1% | 9,819 | $3.5M |
| Mill Creek Capital Advisors, LLC | 0.07% | Add +3.2% | 9,694 | $3.5M |
| IFP Advisors, Inc | 0.07% | Add +11.0% | 9,661 | $3.4M |
| Forvis Mazars Wealth Advisors, LLC | 0.07% | Reduce -0.3% | 9,636 | $3.4M |
| Precedent Wealth Partners, LLC | 0.69% | Reduce -3.3% | 9,633 | $3.4M |
| Cranbrook Wealth Management, LLC | 0.70% | Reduce -0.8% | 9,588 | $3.4M |
| G2 Capital Management, LLC / Oh | 0.83% | Add +0.0% | 9,564 | $3.4M |
| Sei Investments Co. | 0.00% | Add +1.7% | 9,559 | $3.4M |
| Haverford Trust Co | 0.03% | No change | 9,541 | $3.4M |
| Kera Capital Partners, Inc. | 0.41% | Add +2.7% | 9,401 | $3.4M |
| Composition Wealth, LLC | 0.05% | Add +277.4% | 9,342 | $3.3M |
| LMCG Investments, LLC | 0.20% | Reduce -0.0% | 9,273 | $3.3M |
| Members Wealth LLC | 1.96% | Add +25.3% | 8,431 | $3.3M |
| EverSource Wealth Advisors, LLC | 0.10% | Reduce -12.8% | 9,160 | $3.3M |
| Ashford Advisors, LLC | 0.76% | No change | 9,105 | $3.2M |
| Bear Mountain Capital, Inc. | 0.97% | No change | 8,296 | $3.2M |
| Retirement Planning Group, LLC | 0.10% | Add +187.2% | 9,039 | $3.2M |
| Welch & Forbes LLC | 0.04% | Reduce -0.1% | 9,037 | $3.2M |
| Ellis Investment Partners, LLC | 0.56% | Reduce -0.6% | 9,013 | $3.2M |
| Mainstay Capital Management LLC | 0.25% | Add +6.0% | 9,006 | $3.2M |
| Lazard Asset Management LLC | 0.01% | Add +0.1% | 8,882 | $3.2M |
| Rosenblum Silverman Sutton S F Inc. | 0.82% | Add +11.8% | 8,775 | $3.1M |
| Mutual Advisors, LLC | 0.07% | Add +0.1% | 8,760 | $3.1M |
| Chevy Chase Trust Holdings, LLC | 0.01% | Reduce -1.1% | 8,732 | $3.1M |
| SVB Wealth LLC | 0.20% | Reduce -1.6% | 8,695 | $3.1M |
| GHP Investment Advisors, Inc. | 0.13% | Reduce -1.6% | 8,653 | $3.1M |
| Security Financial Services, INC. | 0.49% | Reduce -0.4% | 8,641 | $3.1M |
| Fort Washington Investment Advisors Inc. | 0.02% | Reduce -4.5% | 8,615 | $3.1M |
| LCW Services, LLC | 1.50% | Add +132.3% | 8,442 | $3.0M |
| Maridea Wealth Management LLC | 0.44% | Add +8.4% | 8,442 | $3.0M |
| Fiduciary Financial Group, LLC | 0.39% | Add +2.4% | 8,312 | $3.0M |
| Smith, Moore & Co. | 0.22% | Add +4.7% | 8,299 | $3.0M |
| Forteris Wealth Management Inc. | 2.81% | Reduce -0.7% | 8,226 | $2.9M |
| Focus Partners Advisor Solutions, LLC | 0.03% | Add +95.2% | 8,158 | $2.9M |
| Cornerstone Advisory, LLC | 0.28% | Reduce -1.8% | 8,143 | $2.9M |
| Fragasso Financial Advisors Inc | 0.18% | Add +5.3% | 8,033 | $2.9M |
| Vanguard National Trust Co | 0.18% | — | 8,139 | $2.9M |
| Bryn Mawr Trust Advisors, LLC | 0.14% | No change | 8,124 | $2.9M |
| Certuity, LLC | 0.19% | Add +0.0% | 7,958 | $2.8M |
| Topel & Distasi Wealth Management, LLC | 1.47% | Reduce -48.2% | 7,953 | $2.8M |
| Accredited Investors Inc. | 0.15% | Reduce -25.4% | 7,838 | $2.8M |
| Red Tortoise LLC | 1.17% | Add +0.1% | 7,837 | $2.8M |
| Beacon Financial Group | 0.28% | Reduce -1.8% | 7,795 | $2.8M |
| Selby Wealth Management, LLC | 1.09% | No change | 7,785 | $2.8M |
| HUB Investment Partners, LLC | 0.07% | Add +10.1% | 7,765 | $2.8M |
| TFC Financial Management, Inc. | 0.34% | Add +0.0% | 7,765 | $2.8M |
| Tudor Investment Corporation | 0.01% | Reduce -75.6% | 7,744 | $2.8M |
| Arkadios Wealth Advisors | 0.05% | Add +21.3% | 7,733 | $2.8M |
| Hillcrest Wealth Advisors - NY, LLC | 1.12% | Reduce -0.9% | 7,725 | $2.8M |
| Center for Wealth Management Advisory | 1.97% | Reduce -24.1% | 7,663 | $2.7M |
| Riverpoint Wealth Management Holdings, LLC | 0.58% | Add +0.2% | 7,659 | $2.7M |
| Modern Wealth Management, LLC | 0.05% | Add +16.6% | 7,506 | $2.7M |
| Acropolis Investment Management, LLC | 0.12% | No change | 7,558 | $2.7M |
| Plum Street Advisors, LLC | 0.93% | Reduce -2.8% | 7,544 | $2.7M |
| Fiera Capital Corp | 0.01% | No change | 7,542 | $2.7M |
| Fulton Bank, N.A. | 0.09% | Add +10.1% | 7,448 | $2.7M |
| Capital Investment Management, Inc. | 0.91% | Reduce -1.8% | 7,417 | $2.6M |
| AE Wealth Management LLC | 0.01% | Add +19.2% | 7,361 | $2.6M |
| Ferguson Wellman Capital Management, Inc. | 0.04% | Reduce -3.2% | 7,348 | $2.6M |
| Kovack Advisors, Inc. | 0.14% | Add +0.3% | 7,276 | $2.6M |
| Johnson Financial Group, LLC | 0.17% | Add +0.2% | 7,331 | $2.6M |
| Zhang Financial LLC | 0.09% | Add +13.1% | 7,265 | $2.6M |
| Castle Wealth Management LLC | 0.83% | Reduce -0.4% | 7,192 | $2.6M |
| HRT Financial LP | 0.01% | Add +893.1% | 7,190 | $2.6M |
| Brand Asset Management Group, Inc. | 0.67% | Reduce -0.6% | 7,179 | $2.6M |
| Sage Financial Group Inc. | 0.17% | Reduce -0.2% | 7,163 | $2.6M |
| Gryphon Financial Partners LLC | 0.27% | Add +2.5% | 7,159 | $2.6M |
| Lutz Financial Services LLC | 0.17% | Reduce -2.0% | 7,156 | $2.6M |
| BigSur Wealth Management LLC | 0.71% | New | 7,100 | $2.5M |
| Gemmer Asset Management LLC | 0.20% | Add +0.0% | 7,099 | $2.5M |
| Prime Capital Investment Advisors, LLC | 0.03% | Reduce -7.4% | 7,010 | $2.5M |
| Foundation Wealth Management, LLC\PA | 0.88% | No change | 6,979 | $2.5M |
| Box Hill Private Wealth LLC | 2.45% | Add +44.0% | 6,965 | $2.5M |
| DV Trading LLC | 0.23% | New | 6,958 | $2.5M |
| GK Wealth Management LLC | 2.15% | New | 7,117 | $2.5M |
| DWR Wealth Management, LLC | 2.15% | No change | 7,117 | $2.5M |
| Mayflower Financial Advisors, LLC | 0.30% | Reduce -2.8% | 6,908 | $2.5M |
| James Investment Research, Inc. | 0.28% | No change | 6,880 | $2.5M |
| Joel Isaacson & Co., LLC | 0.08% | Add +0.0% | 6,828 | $2.4M |
| Webster Bank, N. A. | 0.23% | Add +1.9% | 6,827 | $2.4M |
| CFM Wealth Partners LLC | 0.36% | Reduce -6.3% | 6,817 | $2.4M |
| Parallel Advisors, LLC | 0.04% | Add +4.9% | 6,813 | $2.4M |
| Orrstown Financial Services Inc. | 0.41% | Reduce -0.8% | 6,802 | $2.4M |
| Forum Financial Management, LP | 0.03% | No change | 6,785 | $2.4M |
| McNamara Financial Services, Inc. | 0.46% | Reduce -0.6% | 6,750 | $2.4M |
| ZWJ Investment Counsel Inc. | 0.09% | Reduce -3.6% | 6,732 | $2.4M |
| First Western Trust Bank | 0.12% | Reduce -28.0% | 6,719 | $2.4M |
| Sellwood Investment Partners LLC | 0.94% | No change | 6,690 | $2.4M |
| Russell Investments Group, Ltd. | 0.00% | Reduce -25.4% | 6,676 | $2.4M |
| Cahill Financial Advisors Inc. | 0.26% | No change | 6,644 | $2.4M |
| TSA Wealth Managment LLC | 0.76% | Add +1.9% | 6,608 | $2.4M |
| Wick Capital Partners, LLC | 0.42% | Reduce -1.1% | 6,532 | $2.3M |
| Landaas & Co. /Wi | 0.51% | Reduce -0.6% | 6,476 | $2.3M |
| Eagle Bay Advisors LLC | 2.04% | No change | 6,473 | $2.3M |
| Allegheny Financial Group | 0.31% | Add +1.4% | 6,442 | $2.3M |
| Nadler Financial Group, Inc. | 0.22% | Reduce -5.5% | 6,436 | $2.3M |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -1.1% | 6,416 | $2.3M |
| Prosperity Consulting Group, LLC | 0.10% | Add +100.1% | 6,404 | $2.3M |
| River Wealth Advisors LLC | 0.26% | No change | 6,398 | $2.3M |
| Genesee Capital Advisors, LLC | 0.96% | Reduce -5.7% | 6,394 | $2.3M |
| Horst & Graben Wealth Management LLC | 0.31% | Reduce -2.1% | 5,808 | $2.3M |
| Broadview Financial Management, LLC | 1.55% | Add +0.2% | 6,360 | $2.3M |
| Sightline Wealth Advisors, LLC | 0.96% | Reduce -0.7% | 6,350 | $2.3M |
| Essex Financial Services, Inc. | 0.13% | Reduce -0.5% | 6,317 | $2.3M |
| D.A. Davidson & Co. | 0.01% | Reduce -45.2% | 6,291 | $2.2M |
| GenWealth Group, Inc. | 0.38% | Reduce -0.1% | 6,287 | $2.2M |
| HighPoint Advisor Group LLC | 0.09% | Add +1.0% | 6,189 | $2.2M |
| Vision Capital Management, Inc. | 0.28% | No change | 6,146 | $2.2M |
| Capital Asset Advisory Services LLC | 0.08% | Add +13.3% | 5,639 | $2.2M |
| Summit Financial, LLC | 0.03% | Add +6.8% | 6,124 | $2.2M |
| Meramec Financial Planners, LLC | 0.86% | Reduce -15.1% | 5,594 | $2.2M |
| Rossmore Private Capital | 0.19% | No change | 6,095 | $2.2M |
| Asset Dedication, LLC | 0.15% | Add +13.4% | 6,093 | $2.2M |
| One Wealth Advisors, LLC | 0.27% | Reduce -15.5% | 6,047 | $2.2M |
| Bridges Investment Management Inc. | 0.03% | Reduce -4.6% | 6,046 | $2.2M |
| Susquehanna International Group, LLP | 0.00% | Reduce -81.3% | 6,031 | $2.2M |
| Concurrent Investment Advisors, LLC | 0.02% | Add +104.0% | 5,995 | $2.1M |
| Hilltop Holdings Inc. | 0.19% | Reduce -31.9% | 5,992 | $2.1M |
| Smithfield Trust Co | 0.09% | Add +3.4% | 5,967 | $2.1M |
| Bawa N Mallick Trust | 0.87% | No change | 5,960 | $2.1M |
| GenTrust, LLC | 0.09% | No change | 5,942 | $2.1M |
| Mesirow Financial Investment Management, Inc. | 0.03% | Add +1.3% | 5,913 | $2.1M |
| Ardent Capital Management, Inc. | 0.90% | No change | 5,902 | $2.1M |
| NorthCrest Asset Manangement, LLC | 0.07% | Reduce -14.0% | 5,844 | $2.1M |
| Truepoint, Inc. | 0.05% | No change | 5,858 | $2.1M |
| Foundations Investment Advisors, LLC | 0.03% | Add +7.9% | 5,854 | $2.1M |
| Dorsey & Whitney Trust CO LLC | 0.11% | Reduce -19.6% | 5,843 | $2.1M |
| Berman McAleer LLC | 0.28% | Reduce -2.1% | 5,819 | $2.1M |
| VestGen Advisors, LLC | 0.06% | Add +8.3% | 5,154 | $2.1M |
| Capital City Trust Co. | 0.47% | Add +0.8% | 5,805 | $2.1M |
| Manchester Capital Management LLC | 0.30% | Add +0.1% | 5,780 | $2.1M |
| Vista Capital Partners, Inc. | 0.21% | Reduce -4.1% | 5,779 | $2.1M |
| Arax Advisory Partners | 0.06% | Add +177.7% | 5,764 | $2.1M |
| Paul R. Ried Financial Group, LLC | 0.95% | Reduce -1.6% | 5,743 | $2.0M |
| Kiley Juergens Wealth Management, LLC | 0.36% | New | 5,709 | $2.0M |
| World Investment Advisors | 0.03% | Reduce -0.4% | 5,676 | $2.0M |
| Penobscot Wealth Management | 0.59% | Add +96.7% | 5,507 | $2.0M |
| Townsend Asset Management Corp. /NC/ | 0.73% | Add +5.1% | 5,636 | $2.0M |
| Ade, LLC | 0.94% | Add +0.2% | 5,506 | $2.0M |
| Tsfg, LLC | 0.30% | Add +0.0% | 5,461 | $1.9M |
| Auour Investments LLC | 0.61% | Reduce -0.1% | 5,449 | $1.9M |
| Aspen Investment Management Inc | 0.59% | Add +0.1% | 5,389 | $1.9M |
| Nemes Rush Group LLC | 0.18% | Reduce -1.8% | 5,381 | $1.9M |
| Cypress Wealth Services, LLC | 0.27% | Reduce -15.3% | 5,364 | $1.9M |
| First Citizens Bank & Trust Co. | 0.04% | Reduce -77.6% | 5,348 | $1.9M |
| Ausdal Financial Partners, Inc. | 0.08% | Reduce -3.4% | 5,319 | $1.9M |
| Kingsview Wealth Management, LLC | 0.03% | Reduce -11.0% | 5,309 | $1.9M |
| Layline Advisors, LLC | 2.12% | — | 5,307 | $1.9M |
| Assetmark, Inc. | 0.00% | Reduce -12.0% | 5,298 | $1.9M |
| SC&H Financial Advisors, Inc. | 0.28% | Add +0.0% | 5,278 | $1.9M |
| Keebeck Wealth Management | 0.21% | Add +2.8% | 5,263 | $1.9M |
| Peddock Capital Advisors, LLC | 0.41% | No change | 5,239 | $1.9M |
| Headlands Technologies LLC | 0.21% | Add +655.9% | 5,231 | $1.9M |
| Talisman Wealth Advisors LLC | 1.50% | No change | 5,223 | $1.9M |
| Asempa Wealth Advisors | 1.62% | Reduce -1.2% | 5,172 | $1.9M |
| Aviso Wealth Management | 0.84% | No change | 5,200 | $1.9M |
| Lunt Capital Management, Inc. | 0.71% | No change | 5,193 | $1.9M |
| Focus Financial Network, Inc. | 0.07% | Add +0.7% | 5,189 | $1.9M |
| Flputnam Investment Management Co. | 0.03% | Reduce -2.0% | 5,162 | $1.8M |
| Livet Wealth, LLC | 1.17% | Add +0.1% | 5,149 | $1.8M |
| Phillip James Consulting Co. | 1.39% | New | 12,082 | $1.8M |
| Landmark Wealth Management, LLC | 0.49% | Add +70.8% | 5,121 | $1.8M |
| Diversify Wealth Management, LLC | 0.03% | Add +155.3% | 4,678 | $1.8M |
| Carrera Capital Advisors | 0.28% | Add +0.2% | 5,077 | $1.8M |
| Fisher Asset Management | 0.00% | Reduce -21.1% | 5,059 | $1.8M |
| Simmons Bank | 0.12% | Reduce -0.9% | 5,060 | $1.8M |
| Detalus Advisors, LLC | 0.41% | Reduce -1.4% | 5,038 | $1.8M |
| Finley Financial, LLC | 0.83% | No change | 4,965 | $1.8M |
| Wesbanco Bank Inc. | 0.05% | Add +0.3% | 4,869 | $1.7M |
| Westmount Partners, LLC | 0.42% | No change | 4,819 | $1.7M |
| Kestra Private Wealth Services, LLC | 0.02% | Reduce -39.1% | 4,814 | $1.7M |
| Tiemann Investment Advisors, LLC | 0.67% | No change | 4,810 | $1.7M |
| Hoxton Planning & Management, LLC | 0.51% | Reduce -10.3% | 4,783 | $1.7M |
| Adkins Seale Capital Management LLC | 1.68% | Reduce -1.6% | 4,773 | $1.7M |
| Greenspring Advisors, LLC | 0.10% | Reduce -0.6% | 4,772 | $1.7M |
| Argent Trust Co | 0.06% | No change | 4,772 | $1.7M |
| Legacy Edge Advisors, LLC | 0.18% | Reduce -6.5% | 4,763 | $1.7M |
| Independent Financial Group, LLC | 0.04% | Add +5.5% | 4,760 | $1.7M |
| Crestmont Private Wealth LLC | 0.53% | Reduce -63.7% | 4,742 | $1.7M |
| Advisors Capital Management, LLC | 0.02% | Reduce -4.9% | 4,736 | $1.7M |
| Morton Capital Management LLC | 0.25% | No change | 4,730 | $1.7M |
| Sharkey, Howes & Javer | 0.23% | Reduce -8.2% | 4,727 | $1.7M |
| Parisi Gray Wealth Management | 0.40% | Add +0.1% | 4,725 | $1.7M |
| Eq LLC | 0.47% | Add +0.0% | 4,696 | $1.7M |
| Meridian Wealth Management, LLC | 0.06% | Add +0.1% | 4,660 | $1.7M |
| Savvy Advisors, Inc. | 0.04% | Add +4.0% | 4,656 | $1.7M |
| First Financial Corp. | 0.64% | No change | 4,597 | $1.6M |
| Procyon Advisors, LLC | 0.08% | Reduce -5.3% | 4,596 | $1.6M |
| Roundview Capital LLC | 0.10% | No change | 4,570 | $1.6M |
| 17 Capital Partners, LLC | 0.84% | Add +4.8% | 4,541 | $1.6M |
| Advisor Resource Council | 0.64% | Reduce -58.5% | 4,539 | $1.6M |
| Frank, Rimerman Advisors LLC | 0.11% | No change | 4,535 | $1.6M |
| Wealthcare Capital Management LLC | 0.16% | New | 4,534 | $1.6M |
| CFS Investment Advisory Services, LLC | 0.11% | Reduce -7.3% | 4,155 | $1.6M |
| Huntington National Bank | 0.01% | New | 4,528 | $1.6M |
| LBJ Family Wealth Advisors, Ltd. | 0.95% | Add +0.2% | 4,655 | $1.6M |
| Grandfield & Dodd, LLC | 0.09% | No change | 4,523 | $1.6M |
| NewEdge Wealth, LLC | 0.02% | Add +3.8% | 4,513 | $1.6M |
| MidFirst Bank | 0.13% | No change | 4,504 | $1.6M |
| Stewardship Concepts Financial Services LLC | 1.26% | Reduce -5.9% | 4,499 | $1.6M |
| Oppenheimer & Co. Inc. | 0.02% | Reduce -75.4% | 4,488 | $1.6M |
| Nicolet Bankshares Inc. | 0.06% | Add +47.9% | 4,475 | $1.6M |
| One Capital Management, LLC | 0.04% | Add +58.8% | 4,477 | $1.6M |
| Vanguard Personalized Indexing Management, LLC | 0.02% | Add +14.5% | 4,460 | $1.6M |
| Optivise Advisory Services LLC | 0.96% | Add +0.5% | 4,454 | $1.6M |
| Scharf Investments, LLC | 0.05% | Reduce -48.3% | 4,295 | $1.5M |
| Certified Advisory Corp | 0.14% | Reduce -2.4% | 4,283 | $1.5M |
| Morris Financial Concepts, Inc. | 0.52% | Reduce -1.0% | 4,281 | $1.5M |
| Balance Wealth Partners LLC | 0.47% | Add +2.2% | 4,263 | $1.5M |
| AdvisorNet Financial, Inc | 0.08% | Reduce -12.6% | 4,246 | $1.5M |
| First Business Financial Services, Inc. | 0.13% | No change | 4,244 | $1.5M |
| True North Advisors, LLC | 0.17% | Add +47.2% | 4,239 | $1.5M |
| Leavell Investment Management, Inc. | 0.06% | No change | 4,221 | $1.5M |
| Range Advisory, LLC | 0.28% | Add +18.8% | 4,197 | $1.5M |
| Wedmont Private Capital | 0.05% | Reduce -9.9% | 4,036 | $1.5M |
| Kendall Capital Management | 0.30% | No change | 4,168 | $1.5M |
| Callan Family Office, LLC | 0.03% | Add +0.0% | 4,155 | $1.5M |
| Peck Wealth Management, LLC | 1.48% | Reduce -8.5% | 4,150 | $1.5M |
| Fifth Third Wealth Advisors LLC | 0.05% | Reduce -3.7% | 4,141 | $1.5M |
| Coastline Trust Co | 0.15% | Reduce -1.2% | 4,126 | $1.5M |
| First Horizon Corp. | 0.06% | Reduce -30.7% | 4,017 | $1.4M |
| Andrews, Lucia Wealth Management LLC | 0.85% | Add +0.6% | 3,991 | $1.4M |
| SouthState Bank Corp | 0.07% | Reduce -8.6% | 3,989 | $1.4M |
| Eagle Strategies LLC | 0.17% | Add +0.9% | 3,981 | $1.4M |
| Neumann Capital Management, LLC | 0.42% | Add +1.0% | 3,978 | $1.4M |
| Atria Investments, Inc | 0.02% | Reduce -50.6% | 3,953 | $1.4M |
| James J. Burns & Company, LLC | 0.19% | Reduce -2.1% | 3,897 | $1.4M |
| Equitable Trust Co. | 0.06% | No change | 3,896 | $1.4M |
| Balentine LLC | 0.06% | No change | 3,868 | $1.4M |
| Tanager Wealth Management LLP | 0.13% | No change | 3,850 | $1.4M |
| Eagle Wealth Strategies LLC | 0.60% | Add +36.7% | 3,834 | $1.4M |
| Capital Investment Advisors, LLC | 0.02% | Add +0.1% | 3,819 | $1.4M |
| Benjamin Edwards Inc. | 0.01% | Reduce -0.9% | 3,811 | $1.4M |
| Lee Danner & Bass Inc. | 0.09% | Reduce -17.4% | 3,795 | $1.4M |
| Larson Financial Group LLC | 0.04% | Add +26.2% | 3,733 | $1.3M |
| Associated Banc-Corp | 0.04% | Reduce -41.4% | 3,721 | $1.3M |
| NorthCoast Asset Management LLC | 0.03% | Add +2.9% | 3,718 | $1.3M |
| Gilpin Wealth Management, LLC | 1.05% | Reduce -1.3% | 3,706 | $1.3M |
| Petredis Investment Advisors LLC | 0.11% | No change | 3,684 | $1.3M |
| Cypress Capital Group | 0.15% | Reduce -0.5% | 3,672 | $1.3M |
| Denver PWM, LLC | 0.45% | Add +0.8% | 3,248 | $1.3M |
| Valmark Advisers, Inc. | 0.02% | Add +0.1% | 3,665 | $1.3M |
| Key Financial Inc | 0.23% | Reduce -0.4% | 3,655 | $1.3M |
| ASL Financial, LLC | 1.04% | No change | 3,650 | $1.3M |
| TD Waterhouse Canada Inc. | 0.00% | No change | 3,600 | $1.3M |
| Betterment LLC | 0.00% | Reduce -9.8% | 3,572 | $1.3M |
| Atalanta Sosnoff Capital, LLC | 0.03% | Reduce -38.9% | 3,573 | $1.3M |
| Hilltop National Bank | 0.30% | No change | 3,568 | $1.3M |
| W.H. Cornerstone Investments Inc. | 0.79% | Add +0.3% | 3,561 | $1.3M |
| Heritage Wealth Advisors | 0.05% | No change | 3,548 | $1.3M |
| Whitegate Investment Counselors, Inc. | 0.40% | No change | 3,543 | $1.3M |
| Brookstone Capital Management | 0.01% | Add +5.9% | 3,535 | $1.3M |
| Pacific Park Financial, Inc. | 0.82% | Reduce -9.3% | 3,533 | $1.3M |
| Strategic Wealth Partners, Ltd. | 0.09% | Reduce -2.8% | 3,531 | $1.3M |
| WealthPlan Investment Management, LLC | 0.07% | Add +68.8% | 3,525 | $1.3M |
| Ellevest, Inc. | 0.17% | Reduce -2.7% | 3,516 | $1.3M |
| Choate Investment Advisors | 0.02% | No change | 3,512 | $1.3M |
| PlanVest Financial, Inc | 0.95% | — | 3,506 | $1.3M |
| FSM Wealth Advisors, LLC | 0.16% | Add +2.1% | 3,491 | $1.2M |
| Decker Wealth Management LLC | 0.28% | No change | 3,463 | $1.2M |
| AlphaCore Capital LLC | 0.03% | Add +4.3% | 3,456 | $1.2M |
| Facet Wealth, Inc. | 0.02% | Add +1.5% | 3,454 | $1.2M |
| Optimist Retirement Group LLC | 0.54% | Reduce -2.6% | 3,451 | $1.2M |
| Ofc Financial Planning, LLC | 1.21% | No change | 3,439 | $1.2M |
| Pathway Financial Advisors LLC | 0.15% | No change | 3,400 | $1.2M |
| Ti-Trust, Inc. | 0.72% | No change | 3,419 | $1.2M |
| Praetorian Wealth Management, Inc. | 0.23% | No change | 3,285 | $1.2M |
| Montecito Bank & Trust | 0.20% | Reduce -6.1% | 3,404 | $1.2M |
| Harbor Asset Planning, Inc. | 1.02% | Add +0.2% | 3,403 | $1.2M |
| Colonial Trust Advisors | 0.09% | No change | 3,400 | $1.2M |
| Flaharty Asset Management, LLC | 0.15% | Reduce -1.1% | 3,388 | $1.2M |
| Mittelman Wealth Management | 0.75% | New | 3,428 | $1.2M |
| Vawter Financial, Ltd. | 0.50% | Reduce -1.2% | 3,366 | $1.2M |
| Bollard Group LLC | 0.04% | Add +0.2% | 3,344 | $1.2M |
| ARK & TLK Investments, LLC | 0.32% | No change | 3,331 | $1.2M |
| Patten & Patten Inc. | 0.07% | Add +0.0% | 3,329 | $1.2M |
| Brandywine Oak Private Wealth LLC | 0.10% | No change | 3,286 | $1.2M |
| Legacy Private Trust Co. | 0.07% | No change | 3,264 | $1.2M |
| Regimen Wealth, LLC | 0.34% | Reduce -0.5% | 3,248 | $1.2M |
| Lowe Brockenbrough & Co. Inc. | 0.06% | Reduce -0.9% | 3,235 | $1.2M |
| Polaris Investment Advisors, LLC | 0.84% | No change | 3,230 | $1.2M |
| DHJJ Financial Advisors, Ltd. | 0.38% | No change | 3,228 | $1.2M |
| Simplicity Wealth,LLC | 0.07% | Add +23.4% | 3,218 | $1.1M |
| Patriot Financial Group Insurance Agency, LLC | 0.06% | Add +94.5% | 3,214 | $1.1M |
| Instrumental Wealth, LLC | 0.70% | Add +0.2% | 3,211 | $1.1M |
| ATLas Financial Planning LLC | 1.02% | Reduce -2.9% | 3,198 | $1.1M |
| Meridian Wealth Advisors, LLC | 0.15% | Add +0.2% | 3,190 | $1.1M |
| Gateway Wealth Partners, LLC | 0.04% | Add +365.5% | 3,184 | $1.1M |
| Soundwatch Capital LLC | 0.14% | No change | 3,183 | $1.1M |
| Note Advisors, LLC | 0.56% | No change | 3,168 | $1.1M |
| Waters Parkerson & Co., LLC | 0.06% | No change | 3,150 | $1.1M |
| Wealth Architects, LLC | 0.10% | No change | 3,121 | $1.1M |
| Bluespring Wealth Management, LLC | 0.10% | No change | 3,096 | $1.1M |
| Benchmark Financial Wealth Advisors, LLC | 0.31% | Add +0.2% | 3,094 | $1.1M |
| Spinnaker Trust | 0.06% | No change | 3,092 | $1.1M |
| Rockwood Wealth Management, LLC | 0.08% | Reduce -12.7% | 3,073 | $1.1M |
| Waterfront Wealth Inc. | 0.20% | Reduce -0.9% | 3,066 | $1.1M |
| Wealthquest Corp | 0.08% | Reduce -3.1% | 3,058 | $1.1M |
| McClarren Financial Advisors, Inc. | 0.65% | Reduce -26.4% | 3,057 | $1.1M |
| Cortland Associates Inc. | 0.16% | No change | 3,038 | $1.1M |
| Chandler Asset Management, Inc. | 0.16% | No change | 3,000 | $1.1M |
| Capital Advisors, Ltd. LLC | 0.12% | Add +3.0% | 2,994 | $1.1M |
| DAVENPORT & Co LLC | 0.01% | Add +4.6% | 2,987 | $1.1M |
| BLB&B Advisors, LLC | 0.04% | No change | 2,982 | $1.1M |
| Nwam LLC | 0.06% | Add +35.7% | 2,979 | $1.1M |
| Heartwood Wealth Advisors LLC | 0.09% | Add +2.1% | 2,974 | $1.1M |
| HM Payson & Co. | 0.02% | Add +30.8% | 2,972 | $1.1M |
| IFG Advisors, LLC | 0.17% | Add +0.2% | 2,970 | $1.1M |
| Aprio Wealth Management, LLC | 0.06% | New | 2,969 | $1.1M |
| OFS Enterprise LLC | 0.31% | — | 2,959 | $1.1M |
| Pinnacle Wealth Planning Services, Inc. | 0.11% | Add +79.7% | 2,957 | $1.1M |
| Financially in Tune, LLC | 0.90% | Reduce -4.7% | 2,946 | $1.1M |
| Venturi Wealth Management, LLC | 0.05% | No change | 2,945 | $1.1M |
| Mgo One Seven LLC | 0.02% | Add +3.2% | 2,939 | $1.0M |
| JHP Wealth Management, LLC | 1.00% | Add +0.2% | 2,935 | $1.0M |
| Greenleaf Trust | 0.01% | No change | 2,932 | $1.0M |
| Ancora Advisors LLC | 0.02% | No change | 2,930 | $1.0M |
| CJM Wealth Advisers, Ltd. | 0.32% | No change | 2,926 | $1.0M |
| Tandem Capital Management Corp. | 0.52% | Add +1.0% | 2,925 | $1.0M |
| First National Bank of Omaha | 0.03% | Add +1.2% | 2,945 | $1.0M |
| Cozad Asset Management Inc. | 0.08% | Reduce -3.9% | 2,904 | $1.0M |
| Semitam Bonam LLC | 0.84% | Reduce -2.9% | 2,897 | $1.0M |
| LaSalle St. Investment Advisors, LLC | 0.15% | Add +146.6% | 2,892 | $1.0M |
| Legacy Trust | 0.20% | Reduce -3.4% | 2,885 | $1.0M |
| Fi3 FINANCIAL ADVISORS, LLC | 0.30% | No change | 2,867 | $1.0M |
| Henrickson Nauta Wealth Advisors, Inc. | 0.29% | Reduce -50.0% | 2,866 | $1.0M |
| West Paces Advisors Inc. | 0.20% | No change | 2,840 | $1.0M |
| Regal Investment Advisors LLC | 0.06% | Add +1.8% | 2,837 | $1.0M |
| Capital Asset Managemnet, LLC | 1.13% | Reduce -0.7% | 2,814 | $1.0M |
| Kickstand Ventures, Llc. | 0.21% | Reduce -0.3% | 2,806 | $1.0M |
| 5T Wealth, LLC | 0.39% | Add +1.1% | 2,777 | $990K |
| Indivisible Partners | 0.09% | New | 2,751 | $981K |
| Segment Wealth Management, LLC | 0.06% | No change | 2,751 | $981K |
| Hamilton Wealth, LLC | 0.19% | New | 2,745 | $979K |
| Stordahl Capital Management, Inc. | 0.20% | Reduce -39.4% | 2,711 | $967K |
| Boston Trust Walden Corp | 0.01% | No change | 2,705 | $964K |
| LGL Partners, LLC | 0.40% | Add +0.3% | 2,705 | $964K |
| MassMutual Private Wealth & Trust, FSB | 0.03% | Add +3.7% | 2,703 | $964K |
| First National Trust Co | 0.03% | No change | 2,700 | $963K |
| HTG Investment Advisors, Inc. | 0.27% | New | 2,696 | $961K |
| Hemenway Trust Co LLC | 0.08% | Add +3.8% | 2,689 | $959K |
| Patten Group, Inc. | 0.17% | Reduce -9.3% | 2,679 | $955K |
| Flagship Harbor Advisors, LLC | 0.04% | Reduce -10.3% | 2,666 | $951K |
| Northstar Group, Inc. | 0.14% | No change | 2,662 | $949K |
| Abundance Wealth Counselors | 0.14% | Add +162.9% | 2,647 | $944K |
| Acadian Asset Management LLC | 0.00% | Reduce -41.1% | 2,644 | $942K |
| Willis Johnson & Associates, Inc. | 0.05% | Add +10.7% | 2,636 | $940K |
| Resolute Wealth Advisor, Inc. | 0.53% | — | 2,629 | $937K |
| Shepherd Financial Partners LLC | 0.09% | No change | 2,627 | $937K |
| Firethorn Wealth Partners, LLC | 0.34% | Reduce -2.3% | 2,625 | $936K |
| Sagespring Wealth Partners, LLC | 0.02% | Reduce -8.0% | 2,613 | $932K |
| Warren Street Wealth Advisors, LLC | 0.24% | Reduce -1.6% | 2,599 | $927K |
| Cornerstone Financial Management LLC | 0.85% | Reduce -6.8% | 2,598 | $926K |
| RMR Wealth Builders | 0.07% | Reduce -0.7% | 2,588 | $923K |
| Mycio Wealth Partners, LLC | 0.18% | Add +8.5% | 2,579 | $920K |
| Deroy & Devereaux Private Investment Counsel Inc. | 0.04% | No change | 2,573 | $917K |
| ONE Advisory Partners, LLC | 0.28% | Add +0.2% | 2,540 | $906K |
| Syverson Strege & Co | 0.22% | Add +0.1% | 2,529 | $902K |
| Falcon Wealth Planning | 0.06% | Add +3.6% | 2,526 | $901K |
| Tradition Wealth Management, LLC | 0.06% | Reduce -1.6% | 2,526 | $901K |
| Tranquility Partners, LLC | 0.34% | Add +5.9% | 2,514 | $897K |
| First American Trust, FSB | 0.06% | Add +11.9% | 2,513 | $896K |
| Hollencrest Capital Management | 0.03% | Add +13.4% | 2,504 | $893K |
| Annex Advisory Services, LLC | 0.02% | Reduce -74.5% | 2,504 | $893K |
| Rockland Trust Co. | 0.04% | Add +109.2% | 2,491 | $888K |
| ShoreHaven Wealth Partners, LLC | 0.31% | Add +1.6% | 2,455 | $875K |
| Sunbelt Securities, Inc. | 0.05% | Reduce -0.9% | 2,440 | $870K |
| Strategic Advisors LLC | 0.14% | Reduce -1.3% | 2,436 | $869K |
| NWF Advisory Services Inc. | 0.10% | Add +0.3% | 2,429 | $866K |
| Steelhead Wealth Management LLC | 0.44% | — | 2,428 | $865K |
| Wealth Alliance, LLC | 0.09% | Reduce -52.9% | 2,423 | $864K |
| Pacific Financial Group Inc. | 0.47% | No change | 2,421 | $863K |
| Fidelis Capital Partners, LLC | 0.06% | No change | 2,412 | $860K |
| Kelman-Lazarov, Inc. | 0.12% | No change | 2,403 | $857K |
| Moneco Advisors, LLC | 0.07% | Add +0.2% | 2,392 | $853K |
| Palatine Hill Wealth Management, LLC | 0.74% | Reduce -5.1% | 2,382 | $849K |
| Penney Financial, LLC | 0.33% | No change | 2,380 | $849K |
| CreativeOne Wealth, LLC | 0.02% | Reduce -26.3% | 2,371 | $845K |
| LCNB Corp. | 0.28% | Reduce -7.8% | 2,365 | $843K |
| Mayport, LLC | 0.16% | No change | 2,352 | $839K |
| Gutierrez Wealth Advisory, LLC | 0.52% | Add +0.3% | 2,349 | $838K |
| IHT Wealth Management, LLC | 0.02% | Reduce -7.0% | 2,343 | $836K |
| Cornerstone Advisors Asset Management, LLC | 0.13% | Add +0.2% | 2,340 | $835K |
| Topsail Wealth Management, LLC | 0.12% | No change | 2,334 | $832K |
| Stronghold Wealth Management L.L.C. | 1.25% | Add +0.7% | 2,327 | $830K |
| Carnegie Investment Counsel | 0.02% | Reduce -21.4% | 2,322 | $828K |
| Vanguard Advisers Inc. | 0.00% | — | 2,313 | $825K |
| Gladstone Institutional Advisory LLC | 0.03% | Reduce -7.7% | 2,308 | $823K |
| Vontobel Holding Ltd. | 0.00% | No change | 2,300 | $820K |
| Enzi Wealth | 0.28% | Reduce -6.5% | 2,296 | $819K |
| Graver Capital Management, LLC | 0.62% | Reduce -22.7% | 2,286 | $815K |
| Old North State Wealth Management, LLC | 0.38% | Add +0.3% | 2,281 | $813K |
| Planwiser Financial, LLC | 0.59% | Reduce -1.9% | 2,113 | $810K |
| Next Level Private LLC | 0.18% | Add +0.2% | 2,265 | $807K |
| Salem Investment Counselors Inc. | 0.02% | No change | 2,240 | $799K |
| Westbourne Investment Advisors, Inc. | 0.23% | Reduce -5.9% | 2,240 | $799K |
| Retirement Wealth Solutions LLC | 0.50% | New | 2,235 | $797K |
| Paces Ferry Wealth Advisors, LLC | 0.33% | Add +0.1% | 2,234 | $796K |
| Harbor Group, Inc. | 0.11% | Add +0.2% | 2,223 | $793K |
| Kohmann Bosshard Financial Services, LLC | 0.08% | No change | 2,205 | $786K |
| BSW Wealth Partners | 0.10% | Add +56.3% | 2,197 | $783K |
| Synergy Investment Management, LLC | 0.26% | No change | 2,194 | $782K |
| Fairway Wealth LLC | 0.20% | Add +415.1% | 2,179 | $777K |
| Dynamic Advisor Solutions LLC | 0.02% | Reduce -22.9% | 2,172 | $774K |
| Verum Partners LLC | 0.15% | Reduce -4.6% | 2,169 | $773K |
| Manhattan West Asset Management, LLC | 0.15% | Reduce -0.1% | 2,169 | $773K |
| Kavar Capital Partners Group, LLC | 0.10% | Reduce -0.5% | 2,157 | $769K |
| Portland Global Advisors LLC | 0.08% | No change | 2,117 | $755K |
| IFS Advisors, LLC | 0.39% | Reduce -1.2% | 2,115 | $754K |
| Gilliland Jeter Wealth Management LLC | 0.22% | Add +83.3% | 2,106 | $751K |
| Staley Capital Advisers Inc. | 0.03% | No change | 2,100 | $749K |
| Towneley Capital Management, Inc / DE | 0.16% | No change | 2,096 | $747K |
| Centaurus Financial, Inc. | 0.04% | Reduce -5.3% | 2,093 | $746K |
| SOA Wealth Advisors, LLC. | 0.14% | Reduce -1.7% | 2,076 | $740K |
| 3 Factor Indexing, LLC | 0.69% | — | 2,062 | $735K |
| Signaturefd, LLC | 0.01% | Reduce -10.5% | 2,052 | $732K |
| Claro Advisors Inc. | 0.09% | Add +41.5% | 2,051 | $731K |
| Headinvest, LLC | 0.15% | Reduce -3.8% | 2,050 | $731K |
| Summit Wealth Group LLC / Co. | 0.08% | Reduce -11.4% | 2,050 | $731K |
| Cibc World Market Inc. | 0.00% | No change | 2,041 | $728K |
| Acorn Wealth Advisors, LLC | 0.21% | No change | 2,038 | $727K |
| D. E. Shaw & Co. | 0.00% | New | 2,029 | $723K |
| Quadrant Private Wealth Management, LLC | 0.11% | Reduce -0.4% | 2,027 | $723K |
| Bogart Wealth, LLC | 0.03% | No change | 2,019 | $720K |
| Clear Creek Financial Management, LLC | 0.06% | Add +4.8% | 2,011 | $717K |
| Cornerstone Planning Group LLC | 0.10% | Add +4.4% | 1,811 | $716K |
| Hurlow Wealth Management Group, Inc. | 0.17% | No change | 2,007 | $716K |
| Azimuth Capital Investment Management LLC | 0.03% | Reduce -17.8% | 2,004 | $715K |
| Hohimer Wealth Management, LLC | 0.09% | Reduce -2.7% | 2,003 | $714K |
| Douglass Winthrop Advisors, LLC | 0.01% | No change | 1,990 | $710K |
| Transcend Capital Advisors, LLC | 0.06% | Reduce -33.9% | 1,983 | $707K |
| BankPlus Trust Department | 0.19% | Reduce -4.1% | 1,982 | $707K |
| Dynasty Wealth Management, LLC | 0.01% | Reduce -21.6% | 1,981 | $706K |
| Parthenon LLC | 0.08% | No change | 1,980 | $706K |
| Riverbridge Partners LLC | 0.02% | No change | 1,980 | $706K |
| Norden Group LLC | 0.07% | Add +0.1% | 1,973 | $703K |
| Paragon Financial Partners, Inc. | 0.40% | Add +0.6% | 1,841 | $700K |
| CENTRAL TRUST Co | 0.01% | Reduce -0.5% | 1,952 | $696K |
| MLG Wealth Management DBA Pine Grove Financial Group | 0.08% | Add +18.7% | 1,951 | $696K |
| Perennial Investment Advisors, LLC | 0.06% | Reduce -2.4% | 1,949 | $695K |
| Buttonwood Financial Advisors Inc. | 0.23% | Reduce -6.4% | 1,949 | $695K |
| Smith Salley Wealth Management | 0.03% | No change | 1,949 | $695K |
| Soltis Investment Advisors LLC | 0.04% | Add +10.2% | 1,937 | $691K |
| Eastern Bank | 0.01% | No change | 1,927 | $687K |
| BIP Wealth, LLC | 0.03% | No change | 1,925 | $686K |
| Sage Private Wealth Group, LLC | 0.35% | Reduce -11.4% | 1,925 | $686K |
| Sax Wealth Advisors, LLC | 0.03% | No change | 1,836 | $686K |
| 1ST Source Bank | 0.04% | Add +50.8% | 1,921 | $685K |
| Gerber Kawasaki Wealth & Investment Management | 0.02% | Add +0.1% | 1,904 | $679K |
| Citizens National Bank Trust Department | 0.11% | No change | 1,900 | $677K |
| Mechanics Bank Trust Department | 0.09% | No change | 1,900 | $677K |
| United Asset Strategies, Inc. | 0.05% | Reduce -1.3% | 1,895 | $676K |
| Laffer Tengler Investments, Inc. | 0.12% | No change | 1,892 | $675K |
| Plante Moran Financial Advisors, LLC | 0.04% | Add +0.7% | 1,888 | $673K |
| SIMA Wealth Partners, LLC | 0.51% | Reduce -1.4% | 1,884 | $672K |
| Global Wealth Management, LLC | 0.36% | Add +0.3% | 1,862 | $664K |
| Heck Capital Advisors, LLC | 0.05% | No change | 1,860 | $663K |
| Verdence Capital Advisors LLC | 0.04% | Add +6.8% | 1,860 | $663K |
| Forte Asset Management LLC | 0.29% | No change | 1,855 | $661K |
| Cherry Creek Investment Advisors, Inc. | 0.29% | Add +0.3% | 1,853 | $661K |
| Houlihan Financial Resource Group, Ltd. | 0.26% | No change | 1,850 | $660K |
| Omnia Family Wealth, LLC | 0.21% | No change | 1,848 | $659K |
| Nicholas Hoffman & Company, LLC. | 0.02% | Reduce -0.8% | 1,845 | $658K |
| Journey Advisory Group, LLC | 0.06% | No change | 1,836 | $655K |
| Strategic Wealth Advisors LLC | 0.52% | No change | 1,835 | $654K |
| Crewe Advisors LLC | 0.06% | No change | 1,833 | $654K |
| JB Capital LLC | 0.03% | Add +0.1% | 1,833 | $654K |
| U.S. Capital Wealth Advisors, LLC | 0.02% | Add +10.4% | 1,831 | $653K |
| Delta Investment Management, LLC | 0.12% | No change | 1,829 | $652K |
| GMO | 0.00% | New | 1,817 | $648K |
| NTV Asset Management LLC | 0.07% | Reduce -5.2% | 1,811 | $646K |
| Wealth Enhancement Trust Services, Inc. | 0.08% | Reduce -7.4% | 1,808 | $645K |
| Alcosta Capital Management, Inc. | 0.49% | No change | 1,808 | $645K |
| Vestmark Advisory Solutions, Inc. | 0.01% | Reduce -38.1% | 1,807 | $645K |
| Accelerate Investment Advisors LLC | 0.43% | Reduce -9.4% | 1,803 | $643K |
| Diversified Portfolios, Inc. | 0.05% | No change | 1,801 | $642K |
| LPWM LLC | 0.16% | No change | 1,798 | $641K |
| Courier Capital LLC | 0.04% | Reduce -17.1% | 1,786 | $637K |
| Empowered Funds, LLC | 0.00% | New | 1,782 | $635K |
| PACK Private Wealth, LLC | 0.29% | No change | 1,772 | $632K |
| Sprinkle Financial Consultants LLC | 0.29% | No change | 1,766 | $630K |
| Aviance Capital Partners, LLC | 0.07% | No change | 1,766 | $630K |
| WNY Asset Management, LLC | 0.06% | — | 1,755 | $626K |
| Gilbert Capital Group, Inc. | 0.48% | Reduce -0.1% | 1,753 | $625K |
| Western Wealth Management, LLC | 0.02% | Add +1.1% | 1,746 | $622K |
| Almanack Investment Partners, LLC. | 0.10% | No change | 1,732 | $618K |
| USA Financial Formulas | 0.12% | Reduce -5.4% | 1,723 | $614K |
| Cahaba Wealth Management, Inc. | 0.04% | Add +0.1% | 1,722 | $614K |
| Stock Yards Bank & Trust Co. | 0.02% | Reduce -3.0% | 1,721 | $614K |
| Fermata Advisors, LLC | 0.14% | Reduce -0.1% | 1,716 | $612K |
| KilterHowling LLC | 0.31% | Add +0.2% | 1,715 | $612K |
| Obermeyer Wealth Partners | 0.03% | No change | 1,715 | $612K |
| Avant Financial Advisors LLC | 0.43% | No change | 1,713 | $611K |
| Palisade Asset Management, LLC | 0.06% | No change | 1,711 | $610K |
| Moss Adams Wealth Advisors LLC | 0.04% | No change | 1,711 | $610K |
| Westshore Wealth, LLC | 0.21% | Reduce -68.1% | 1,699 | $606K |
| Tolleson Wealth Management, Inc. | 0.09% | No change | 1,690 | $603K |
| AAF Wealth Management, LLC | 0.25% | No change | 1,684 | $600K |
| Allen Mooney & Barnes Investment Advisors LLC | 0.09% | Add +2.2% | 1,677 | $598K |
| Members Trust Co | 0.02% | Reduce -12.1% | 1,675 | $597K |
| Alta Wealth Advisors LLC | 0.19% | Reduce -8.2% | 1,675 | $597K |
| TRUE Private Wealth Advisors | 0.06% | No change | 1,656 | $590K |
| Avid Wealth Partners LLC | 0.28% | New | 1,649 | $588K |
| Stonebridge Financial Group, LLC | 0.05% | No change | 1,647 | $587K |
| Blankinship & Foster, LLC | 0.13% | Reduce -20.9% | 1,647 | $587K |
| Yanni & Associates Investment Advisors, LLC | 0.61% | No change | 1,643 | $586K |
| Murphy, Middleton, Hinkle & Parker, Inc. | 0.27% | New | 1,635 | $583K |
| Edgestream Partners, L.P. | 0.02% | Reduce -51.0% | 1,629 | $581K |
| Flagstar Securities, Inc. | 0.21% | Reduce -39.3% | 1,625 | $579K |
| FORM Wealth Advisors, LLC | 0.07% | Reduce -11.7% | 1,624 | $579K |
| PFG Investments, LLC | 0.03% | Reduce -8.3% | 1,621 | $578K |
| Pine Haven Investment Counsel, Inc | 0.42% | No change | 1,620 | $578K |
| Black Diamond Financial, LLC | 0.06% | No change | 1,618 | $577K |
| TritonPoint Partners, LLC | 0.21% | Add +0.3% | 1,613 | $575K |
| Integrated Investment Consultants, LLC | 0.12% | Add +0.7% | 1,609 | $574K |
| Midland Wealth Advisors, LLC | 0.03% | No change | 1,608 | $573K |
| FAS Wealth Partners, Inc. | 0.04% | Add +12.5% | 1,606 | $573K |
| Notis-McConarty Edward | 0.28% | No change | 1,600 | $570K |
| Syon Capital LLC | 0.03% | No change | 1,600 | $570K |
| Deutsche Bank AG | 0.00% | Add +71.1% | 1,598 | $570K |
| Advyzon Investment Management, LLC | 0.05% | Reduce -36.6% | 1,593 | $568K |
| Carter Financial Group, INC. | 0.35% | Add +0.3% | 1,587 | $566K |
| Asset Advisory Group, Inc. | 0.28% | Add +0.1% | 1,583 | $565K |
| Apollon Wealth Management, LLC | 0.01% | Reduce -28.6% | 1,582 | $564K |
| Uniting Wealth Partners, LLC | 0.12% | No change | 1,574 | $561K |
| Powerhouse Assets LLC | 0.49% | No change | 1,572 | $561K |
| Paradigm, Strategies in Wealth Management, LLC | 0.38% | Reduce -1.6% | 1,572 | $561K |
| Golden Road Advisors LLC | 0.32% | No change | 1,571 | $560K |
| Fulton Breakefield Broenniman LLC | 0.04% | Reduce -6.0% | 1,570 | $560K |
| Unique Wealth, LLC | 0.08% | Reduce -30.0% | 1,562 | $557K |
| Cornerstone Wealth Management, LLC | 0.03% | No change | 1,557 | $555K |
| North Berkeley Wealth Management, LLC | 0.29% | Reduce -7.8% | 1,551 | $553K |
| Hurley Capital, LLC | 0.30% | New | 1,550 | $553K |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 0.07% | No change | 1,535 | $547K |
| Greenwood Gearhart LLC | 0.03% | No change | 1,530 | $546K |
| Security National Bank | 0.08% | Reduce -11.0% | 1,528 | $545K |
| Canandaigua National Corp. | 0.05% | — | 1,525 | $544K |
| Osborne Partners Capital Management, LLC | 0.03% | Reduce -13.1% | 1,524 | $543K |
| Signature Estate & Investment Advisors LLC | 0.01% | Reduce -2.8% | 1,523 | $543K |
| Crescent Grove Advisors, LLC | 0.05% | Add +5.0% | 1,522 | $543K |
| Spartan Wealth Advisory Services LLC | 0.05% | — | 1,519 | $542K |
| RFG Advisory, LLC | 0.01% | Add +0.1% | 1,516 | $540K |
| Harbour Investments, Inc. | 0.01% | Add +40.3% | 1,501 | $535K |
| StoneX Group Inc. | 0.03% | Reduce -30.4% | 1,501 | $535K |
| Bridgewater Advisors Inc. | 0.03% | Add +31.6% | 1,323 | $535K |
| MBL Wealth, LLC | 0.04% | Add +90.2% | 1,497 | $534K |
| Proficio Capital Partners LLC | 0.03% | No change | 1,490 | $531K |
| Transamerica Financial Advisors, LLC | 0.04% | Add +14.3% | 1,474 | $526K |
| Northside Capital Management, LLC | 0.05% | Reduce -29.2% | 1,465 | $522K |
| Ritholtz Wealth Management | 0.01% | Reduce -5.9% | 1,464 | $522K |
| Cogent Private Wealth, Inc. | 0.38% | No change | 1,458 | $520K |
| Zacks Investment Management | 0.00% | Add +0.2% | 1,453 | $518K |
| Curated Wealth Partners LLC | 0.07% | No change | 1,450 | $517K |
| Klingenstein Fields & Co. LP | 0.02% | Add +8.3% | 1,444 | $515K |
| K.J. Harrison & Partners Inc | 0.08% | No change | 1,443 | $515K |
| Blue Trust, Inc. | 0.01% | Add +14.0% | 1,441 | $514K |
| Pinnacle Associates Ltd. | 0.01% | No change | 1,432 | $511K |
| Capital International Investors | 0.00% | Reduce -82.9% | 1,473 | $511K |
| Prasad Wealth Partners, LLC | 0.14% | Add +0.2% | 1,427 | $509K |
| Summit Asset Management, LLC | 0.07% | No change | 1,424 | $508K |
| Pennsylvania Capital Management Inc. | 0.15% | No change | 1,418 | $506K |
| Simon Quick Advisors, LLC | 0.02% | Reduce -1.9% | 1,417 | $505K |
| Geneos Wealth Management Inc. | 0.01% | Reduce -5.3% | 1,414 | $504K |
| Cary Street Partners Financial LLC | 0.01% | Reduce -20.2% | 1,408 | $502K |
| Flagship Private Wealth, LLC | 0.20% | Add +0.1% | 1,397 | $498K |
| Farmers National Bank | 0.11% | No change | 1,392 | $496K |
| Becker Capital Management Inc. | 0.01% | No change | 1,392 | $496K |
| Lawood & Co. | 0.46% | Reduce -5.4% | 1,391 | $496K |
| SeaCrest Wealth Management, LLC | 0.05% | Reduce -2.4% | 1,383 | $493K |
| Sentry LLC | 0.16% | Reduce -4.7% | 1,382 | $493K |
| Rothschild Investment LLC | 0.03% | Add +48.8% | 1,370 | $488K |
| TD Capital Management LLC | 0.04% | Add +0.1% | 1,370 | $488K |
| Ruggaard & Associates LLC | 0.19% | Reduce -2.5% | 1,368 | $488K |
| MA Private Wealth | 0.08% | Reduce -5.4% | 1,366 | $487K |
| Adelphi Trust Co | 0.40% | Reduce -2.0% | 1,364 | $486K |
| Wealthcare Capital Partners, LLC | 0.23% | Add +77.9% | 1,359 | $485K |
| AssuredPartners Investment Advisors, LLC | 0.05% | No change | 1,340 | $484K |
| Chatham Capital Group, Inc. | 0.07% | No change | 1,358 | $484K |
| Sigma Planning Corp | 0.01% | Add +77.3% | 1,353 | $483K |
| Nestegg Advisors, Inc. | 0.42% | No change | 1,352 | $482K |
| Evolution Wealth Management Inc. | 0.35% | Add +33650.0% | 1,350 | $481K |
| Cardinal Point Capital Management ULC | 0.03% | Add +37.9% | 1,350 | $481K |
| PGIM Custom Harvest LLC | 0.01% | No change | 1,346 | $480K |
| Stratos Wealth Advisors, LLC | 0.03% | Reduce -81.6% | 1,343 | $479K |
| M3 Advisory Group, LLC | 0.29% | Add +0.1% | 1,340 | $478K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +91.5% | 1,337 | $477K |
| Coastal Bridge Advisors, LLC | 0.03% | Reduce -51.0% | 1,334 | $476K |
| Beaumont Financial Advisors, LLC | 0.03% | No change | 1,332 | $475K |
| Pointe Capital Management LLC | 0.23% | No change | 1,329 | $474K |
| Global Wealth Strategies & Associates | 0.12% | Add +2.1% | 1,327 | $473K |
| Krilogy Financial LLC | 0.02% | No change | 1,230 | $473K |
| Arbor Wealth Advisors LLC | 0.33% | No change | 1,322 | $471K |
| Factor Wealth Management LTD | 0.09% | Add +1.1% | 1,321 | $471K |
| Wetzel Investment Advisors, Inc. | 0.18% | No change | 1,299 | $463K |
| Capital Research Global Investors | 0.00% | New | 1,333 | $462K |
| Asset Management Group, Inc. | 0.07% | Add +0.2% | 1,288 | $459K |
| Abacus Wealth Partners, LLC | 0.04% | No change | 1,281 | $457K |
| Capital Advisors Wealth Management, LLC | 0.06% | Add +5.4% | 1,273 | $454K |
| Abacus Planning Group, Inc. | 0.06% | No change | 1,269 | $452K |
| Union Savings Bank | 0.20% | No change | 1,263 | $450K |
| CMH Wealth Management LLC | 0.08% | New | 1,248 | $445K |
| Exencial Wealth Advisors, LLC | 0.01% | No change | 1,244 | $444K |
| SMI Advisory Services, LLC | 0.07% | Reduce -21.4% | 1,226 | $443K |
| Juncture Wealth Strategies, LLC | 0.15% | No change | 1,234 | $440K |
| McAdam, LLC | 0.02% | Reduce -18.1% | 1,233 | $440K |
| Gibbs Wealth Management | 0.06% | Add +28.6% | 1,226 | $437K |
| Investmark Advisory Group LLC | 0.19% | Add +15.9% | 1,219 | $435K |
| Independent Wealth Advisors LLC | 0.43% | Add +0.2% | 1,218 | $434K |
| First Manhattan Co. Llc. | 0.00% | Reduce -3.2% | 1,209 | $431K |
| Patton Albertson Miller Group, LLC | 0.05% | No change | 1,207 | $430K |
| Wedbush Securities Inc. | 0.01% | Reduce -1.1% | 1,203 | $429K |
| V2 Financial group LLC | 0.20% | No change | 1,200 | $428K |
| Somerville Kurt F | 0.11% | Reduce -31.2% | 1,200 | $428K |
| Grant Street Asset Management, Inc. | 0.08% | New | 1,199 | $428K |
| Generation Capital Management LLC | 0.31% | No change | 1,190 | $424K |
| W1M Asset Management Ltd | 0.00% | Reduce -0.8% | 1,189 | $424K |
| Maple Capital Management, Inc. | 0.03% | Reduce -5.9% | 1,187 | $423K |
| TMB Capital Partners, LLC | 0.14% | No change | 1,183 | $422K |
| Embree Financial Group | 0.05% | Add +0.1% | 1,182 | $422K |
| Shared Vision Wealth Group LLC | 0.17% | Reduce -10.4% | 1,182 | $421K |
| Rothschild Capital Partners, LLC | 0.10% | Add +0.3% | 1,179 | $420K |
| Imprint Wealth LLC | 1.91% | No change | 1,172 | $418K |
| JPL Wealth Management, LLC | 0.10% | No change | 1,171 | $418K |
| New Republic Capital, LLC | 0.14% | No change | 1,170 | $417K |
| Monograph Wealth Advisors, LLC | 0.04% | No change | 1,170 | $417K |
| Founders Financial Alliance, LLC | 0.08% | Add +6.2% | 1,168 | $416K |
| Wellspring Financial Advisors, LLC | 0.03% | Add +0.3% | 1,165 | $415K |
| Ridgeline Wealth, LLC | 0.30% | Reduce -0.3% | 1,163 | $415K |
| Personal Cfo Solutions, LLC | 0.06% | Add +24.4% | 1,158 | $413K |
| Meeder Advisory Services, Inc. | 0.02% | Reduce -4.7% | 1,148 | $409K |
| Red Door Wealth Management, LLC | 0.04% | No change | 1,147 | $409K |
| WBH Advisory Inc. | 0.03% | Add +16.2% | 1,138 | $409K |
| Valtinson Bruner Financial Planning LLC | 0.11% | New | 1,145 | $408K |
| Guardian Asset Advisors, LLC | 0.24% | Reduce -0.7% | 1,144 | $408K |
| Burke & Herbert Bank & Trust Co. | 0.11% | No change | 1,136 | $405K |
| Stableford Capital II LLC | 0.15% | Reduce -9.0% | 1,128 | $402K |
| LVW Advisors, LLC | 0.04% | No change | 1,127 | $402K |
| West Michigan Advisors, LLC | 0.09% | Reduce -34.8% | 1,117 | $398K |
| Meridian Wealth Partners, LLC | 0.05% | No change | 1,111 | $396K |
| GQG Partners LLC | 0.00% | Reduce -93.8% | 1,110 | $396K |
| MPWM Advisory Solutions, LLC | 0.21% | No change | 1,107 | $395K |
| Capital Advisors Inc. | 0.01% | Add +24.5% | 1,107 | $395K |
| Anchor Investment Management, LLC | 0.03% | Add +0.2% | 1,106 | $394K |
| E6 Portfolios, LLC | 0.41% | Add +12.3% | 1,106 | $394K |
| Venture Visionary Partners LLC | 0.01% | No change | 1,106 | $394K |
| Beirne Wealth Consulting Services, LLC | 0.11% | Reduce -17.0% | 1,105 | $394K |
| Baker Ellis Asset Management LLC | 0.05% | No change | 1,100 | $392K |
| SkyOak Wealth, LLC | 0.07% | No change | 1,097 | $391K |
| Acorn Financial Advisory Services Inc. | 0.05% | No change | 1,086 | $387K |
| XY Planning Network, Inc. | 0.06% | Add +0.1% | 1,074 | $386K |
| Baring Financial LLC | 0.24% | Add +0.1% | 1,082 | $386K |
| Fortress Financial Group, LLC | 0.28% | No change | 1,070 | $381K |
| Washington Trust Bank | 0.03% | Reduce -1.4% | 1,067 | $380K |
| Madison Asset Management, LLC | 0.00% | Reduce -51.6% | 1,067 | $380K |
| Clark Asset Management, LLC | 0.04% | No change | 1,065 | $380K |
| Wernau Asset Management Inc. | 0.39% | No change | 1,060 | $378K |
| WestEnd Advisors, LLC | 0.01% | Reduce -9.7% | 1,055 | $376K |
| Madison Wealth Partners, Inc | 0.06% | Reduce -0.2% | 1,055 | $376K |
| Symphony Financial, Ltd. Co. | 0.05% | Add +10.5% | 1,053 | $375K |
| Partners Wealth Management, LLC | 0.39% | Reduce -22.2% | 1,052 | $375K |
| Strategent Financial, LLC | 0.25% | No change | 1,049 | $374K |
| Rockport Wealth LLC | 0.07% | No change | 1,048 | $374K |
| Kingswood Wealth Advisors, LLC | 0.02% | Add +16.4% | 1,046 | $373K |
| Astoria Strategic Wealth, Inc. | 0.09% | No change | 1,046 | $373K |
| Disciplined Investments, LLC | 0.13% | Add +62.0% | 1,045 | $373K |
| Heirloom Wealth Management | 0.07% | New | 1,043 | $372K |
| Foster & Motley Inc. | 0.02% | Reduce -0.1% | 1,037 | $370K |
| Drake & Associates, LLC | 0.07% | Reduce -3.9% | 1,037 | $370K |
| Triad Wealth Partners, LLC | 0.03% | Reduce -17.3% | 1,036 | $369K |
| Keystone Wealth Services, LLC | 0.08% | Add +0.1% | 1,034 | $369K |
| Migdal Insurance & Financial Holdings Ltd. | 0.00% | No change | 1,033 | $368K |
| Absolute Capital Management, LLC | 0.12% | Add +3.1% | 1,023 | $365K |
| Operose Advisors LLC | 0.08% | Add +33.8% | 1,022 | $364K |
| Signal Advisors Wealth, LLC | 0.03% | New | 1,022 | $364K |
| Encompass Wealth Advisors, LLC | 0.13% | Reduce -2.4% | 1,020 | $364K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +188.9% | 1,014 | $362K |
| KCM Investment Advisors LLC | 0.01% | No change | 1,012 | $361K |
| CPR Investments Inc. | 0.24% | Reduce -22.1% | 1,000 | $357K |
| Chesapeake Wealth Management | 0.11% | No change | 1,000 | $357K |
| Atlas Brown,Inc. | 0.11% | Reduce -16.7% | 1,000 | $357K |
| Summit Wealth & Retirement Planning, Inc. | 0.09% | Reduce -37.5% | 1,000 | $357K |
| Parr McKnight Wealth Management Group, LLC | 0.05% | No change | 1,000 | $357K |
| Cherry Tree Wealth Management, LLC | 0.08% | Reduce -9.5% | 997 | $355K |
| Lee, Kelleher & Klein Wealth Management | 0.21% | No change | 997 | $355K |
| Madden Advisory Services, Inc. | 0.14% | No change | 996 | $355K |
| Silver Oak Advisory Group, Inc. | 0.15% | No change | 994 | $354K |
| Avantax Planning Partners, Inc. | 0.01% | Reduce -3.0% | 990 | $353K |
| Cambridge Capital Management, LLC | 0.15% | Reduce -0.2% | 990 | $353K |
| FFT Wealth Management LLC | 0.06% | Add +0.1% | 986 | $352K |
| Avity Investment Management Inc. | 0.03% | Reduce -12.0% | 979 | $349K |
| Sowell Financial Services LLC | 0.01% | Add +0.1% | 976 | $348K |
| S.A. Mason LLC | 0.13% | No change | 975 | $348K |
| Kathmere Capital Management, LLC | 0.02% | New | 975 | $348K |
| Range Financial Group LLC | 0.12% | No change | 974 | $347K |
| Joseph Group Capital Management | 0.09% | No change | 967 | $345K |
| Tenon Financial LLC | 0.14% | No change | 966 | $344K |
| Frederick Financial Consultants, LLC | 0.17% | Reduce -7.6% | 962 | $343K |
| Howard Wealth Management, LLC | 0.14% | Reduce -0.8% | 961 | $343K |
| Gibson Capital, LLC | 0.06% | No change | 958 | $342K |
| Fayez Sarofim & Co | 0.00% | Reduce -47.4% | 957 | $341K |
| Fulcrum Capital LLC | 0.07% | No change | 957 | $341K |
| Aureus Asset Management, LLC | 0.02% | Reduce -12.4% | 944 | $337K |
| Advisory Alpha, LLC | 0.01% | Add +13.6% | 942 | $336K |
| Orgel Wealth Management, LLC | 0.01% | Add +1.8% | 940 | $335K |
| Etesian Wealth Advisors, Inc. | 0.11% | No change | 940 | $335K |
| NBT Bank, N.A. | 0.02% | No change | 935 | $333K |
| Redwood Wealth Management Group, LLC | 0.14% | Reduce -3.7% | 930 | $332K |
| Advus Financial Partners, LLC | 0.08% | No change | 927 | $330K |
| Uptick Partners, LLC | 0.07% | Reduce -11.1% | 922 | $329K |
| Aft, Forsyth & Company, Inc. | 0.15% | Reduce -1.5% | 920 | $328K |
| Townsquare Capital LLC | 0.07% | No change | 919 | $328K |
| Advocate Group LLC | 0.05% | Reduce -8.3% | 917 | $327K |
| Bedel Financial Consulting, Inc. | 0.04% | No change | 917 | $327K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.02% | Reduce -2.9% | 917 | $327K |
| ODonnell Financial Services, LLC | 0.11% | No change | 914 | $326K |
| Columbia Bank | 0.09% | Reduce -8.4% | 913 | $326K |
| Northland Securities, Inc. | 0.31% | New | 912 | $325K |
| National Bank of Canada | 0.00% | Add +5973.3% | 911 | $325K |
| 55 North Private Wealth, LLC | 0.08% | Add +0.1% | 911 | $325K |
| Sherman Wealth Management LLC | 0.28% | Reduce -0.6% | 910 | $324K |
| Valley Forge Investment Consultants Inc. Adv | 0.10% | No change | 903 | $322K |
| AMJ Financial Wealth Management | 0.08% | No change | 903 | $322K |
| Victory Capital Management Inc. | 0.00% | Add +42.6% | 903 | $322K |
| Reynders McVeigh Capital Management, LLC | 0.02% | Add +2.7% | 901 | $321K |
| Legacy Wealth Management, LLC / MS | 0.09% | No change | 900 | $321K |
| Kelly Financial Services LLC | 0.08% | Add +6.3% | 897 | $320K |
| Kestra Investment Management, LLC | 0.01% | Add +1.9% | 897 | $320K |
| Wealthgarden F.S. LLC | 0.22% | Reduce -0.3% | 895 | $319K |
| Saxon Interests, Inc. | 0.11% | No change | 895 | $319K |
| Parkwoods Wealth Partners, LLC | 0.08% | Add +0.1% | 894 | $319K |
| Adell Harriman & Carpenter Inc. | 0.02% | Reduce -10.1% | 893 | $318K |
| HORAN Wealth, LLC | 0.03% | New | 850 | $318K |
| Accretive Wealth Partners, LLC | 0.09% | No change | 883 | $315K |
| Unified Investment Management | 0.32% | Reduce -15.5% | 873 | $311K |
| Centurion Wealth Management LLC | 0.07% | No change | 872 | $311K |
| MidAtlantic Capital Management, Inc. | 0.21% | No change | 869 | $310K |
| Sage Rhino Capital LLC | 0.06% | No change | 866 | $309K |
| Intellus Advisors LLC | 0.04% | Add +25.4% | 863 | $308K |
| Kanawha Capital Management LLC | 0.02% | No change | 863 | $308K |
| Mosaic Family Wealth Partners, LLC | 0.03% | New | 855 | $305K |
| TBH Global Asset Management, LLC | 0.06% | New | 852 | $304K |
| Financial Alternatives, Inc | 0.16% | No change | 851 | $303K |
| Glass Jacobson Investment Advisors llc | 0.10% | Reduce -10.6% | 851 | $303K |
| Twin Peaks Wealth Advisors, LLC | 0.08% | Add +11.3% | 850 | $303K |
| Werba Rubin Papier Wealth Management | 0.04% | Add +0.2% | 848 | $302K |
| Arsenal Capital Advisors LLC | 0.22% | Reduce -3.4% | 846 | $302K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.04% | Reduce -4.7% | 844 | $301K |
| LongView Wealth Management | 0.08% | Reduce -8.8% | 788 | $300K |
| Calton & Associates, Inc. | 0.04% | Add +0.1% | 839 | $299K |
| Millington Financial Advisors, LLC | 0.13% | No change | 764 | $299K |
| Principle Wealth Partners LLC | 0.02% | No change | 837 | $298K |
| RAM Investment Partners, LLC | 0.05% | No change | 836 | $298K |
| Allred Capital Management, LLC | 0.11% | No change | 835 | $298K |
| Wealth Advisors of Iowa, LLC | 0.09% | No change | 832 | $297K |
| SHP Wealth Management | 0.02% | Add +1.8% | 831 | $296K |
| Victory Financial Group, LLC | 0.04% | Reduce -6.1% | 827 | $295K |
| Balboa Wealth Partners | 0.05% | Add +10.6% | 826 | $295K |
| Navigation Group, LLC | 0.07% | — | 825 | $294K |
| Greenhouse Wealth Management, LLC | 0.18% | Add +0.1% | 824 | $294K |
| SmartHarvest Portfolios, LLC | 0.12% | Reduce -6.4% | 823 | $293K |
| Bar Harbor Wealth Management | 0.02% | No change | 822 | $293K |
| Oak Wealth Advisors LLC | 0.16% | No change | 814 | $290K |
| Legacy Financial Group, Inc. | 0.08% | No change | 813 | $290K |
| BlueChip Wealth Advisors LLC | 0.13% | No change | 812 | $290K |
| Kapstone Financial Advisors LLC | 0.14% | No change | 810 | $289K |
| Beacon Harbor Wealth Advisors, Inc. | 0.06% | No change | 807 | $288K |
| Hutchinson Capital Management | 0.05% | No change | 806 | $287K |
| Abound Wealth Management | 0.07% | Reduce -1.6% | 805 | $287K |
| Alesco Advisors, LLC, An ESL Co | 0.01% | No change | 801 | $286K |
| Melfa Wealth Management, Inc. | 0.16% | No change | 800 | $285K |
| Iowa State Bank | 0.05% | No change | 800 | $285K |
| Ameritas Advisory Services, LLC | 0.01% | Reduce -1.5% | 798 | $284K |
| Blom & Howell Financial Planning, Inc. | 0.28% | Reduce -1.4% | 796 | $284K |
| Isthmus Partners, LLC | 0.03% | No change | 795 | $283K |
| Builder Investment Group Inc. | 0.06% | No change | 793 | $283K |
| Rathbones Group PLC | 0.00% | Add +26.5% | 793 | $283K |
| Stone Summit Wealth LLC | 0.08% | No change | 788 | $281K |
| IPG Investment Advisors LLC | 0.05% | Add +0.1% | 781 | $278K |
| Faithward Advisors, LLC | 0.04% | Reduce -2.6% | 780 | $278K |
| Family Office Research LLC | 0.12% | Add +0.3% | 776 | $277K |
| Boston Research & Management Inc. | 0.07% | No change | 768 | $274K |
| Goldstone Financial Group, LLC | 0.03% | Add +2.0% | 765 | $273K |
| Lewis Asset Management, LLC | 0.11% | Add +0.1% | 765 | $273K |
| Holistic Financial Partners | 0.10% | No change | 760 | $271K |
| Highview Capital Management LLC | 0.10% | No change | 760 | $271K |
| Pacific Asset Management, LLC | 0.15% | Add +0.3% | 756 | $270K |
| KDK Private Wealth Management, LLC | 0.25% | No change | 754 | $269K |
| Missouri Trust & Investment Co | 0.08% | No change | 750 | $267K |
| Hegarty Advisors, LLC | 0.21% | No change | 749 | $267K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.01% | Reduce -0.4% | 748 | $267K |
| First Commonwealth Financial Corp | 0.04% | Reduce -27.8% | 748 | $267K |
| Spectrum Asset Management, Inc. (NB/CA) | 0.08% | Add +26.4% | 747 | $266K |
| Snowden Capital Advisors LLC | 0.01% | Reduce -92.9% | 738 | $263K |
| Everhart Financial Group, Inc. | 0.02% | Add +25.9% | 733 | $261K |
| Farringdon Capital, Ltd. | 0.06% | New | 731 | $261K |
| WealthCollab, LLC | 0.11% | No change | 730 | $260K |
| Bearing Point Capital, LLC | 0.04% | No change | 730 | $260K |
| MTM Investment Management, LLC | 0.08% | Add +0.1% | 727 | $259K |
| Rialto Wealth Management, LLC | 0.06% | No change | 727 | $259K |
| Jacobson & Schmitt Advisors, LLC | 0.05% | No change | 727 | $259K |
| TFR Capital, LLC. | 0.08% | No change | 725 | $259K |
| Redhawk Wealth Advisors, Inc. | 0.03% | Add +0.1% | 724 | $258K |
| Wealth Dimensions Group, Ltd. | 0.05% | No change | 724 | $258K |
| Wealth Effects LLC | 0.09% | No change | 723 | $258K |
| Rydar Equities, Inc. | 0.20% | Add +0.3% | 721 | $257K |
| EPG Wealth Management LLC | 0.07% | No change | 720 | $257K |
| GEM Asset Management, LLC | 0.11% | No change | 716 | $255K |
| Athena Investment Management | 0.13% | No change | 712 | $254K |
| Private Capital Management, LLC | 0.03% | No change | 708 | $253K |
| Ami Asset Management Corp. | 0.02% | Reduce -59.8% | 708 | $252K |
| Quadcap Wealth Management, LLC | 0.03% | Add +1.3% | 705 | $251K |
| Aspect Partners, LLC | 0.10% | No change | 702 | $250K |
| State Street Corp. | 0.00% | No change | 700 | $250K |
| Titleist Asset Management, LLC | 0.02% | Reduce -5.3% | 700 | $249K |
| Horizon Investments, LLC | 0.00% | Add +454.0% | 698 | $249K |
| Matrix Asset Advisors Inc. | 0.02% | Add +0.1% | 698 | $249K |
| Vision Retirement, LLC | 0.07% | Add +16.0% | 696 | $248K |
| 626 Financial, LLC | 0.11% | No change | 691 | $246K |
| Fielder Capital Group LLC | 0.05% | No change | 690 | $246K |
| King Wealth Management Group | 0.03% | No change | 686 | $245K |
| St Germain D J Co. Inc. | 0.01% | No change | 687 | $245K |
| Prairieview Wealth Partners, LLC | 0.20% | No change | 684 | $244K |
| Lanark Financial, Inc. | 0.02% | No change | 683 | $244K |
| Summit Place Financial Advisors, LLC | 0.12% | No change | 682 | $243K |
| Fortis Capital Management LLC | 0.03% | Reduce -0.3% | 679 | $242K |
| New England Professional Planning Group Inc. | 0.10% | No change | 678 | $242K |
| Colter Lewis Investment Partners LLC | 0.23% | No change | 677 | $241K |
| RFG - Bristol Wealth Advisors, LLC | 0.07% | Add +0.1% | 677 | $241K |
| Thrive Wealth Management, LLC | 0.04% | Reduce -24.8% | 675 | $241K |
| Quest Investment Management LLC | 0.03% | Add +12.5% | 675 | $241K |
| JNBA Financial Advisors | 0.02% | No change | 673 | $240K |
| Iams Wealth Management, LLC | 0.08% | Reduce -2.2% | 672 | $240K |
| Bigelow Investment Advisors, LLC | 0.10% | No change | 670 | $239K |
| Silicon Valley Capital Partners | 0.02% | Add +0.3% | 669 | $239K |
| Bond & Devick Financial Network, Inc. | 0.07% | No change | 663 | $236K |
| Revolve Wealth Partners, LLC | 0.03% | Reduce -0.8% | 663 | $236K |
| LexAurum Advisors, LLC | 0.03% | — | 662 | $236K |
| LWM Advisory Services, LLC | 0.25% | Reduce -71.3% | 659 | $235K |
| Tempo Wealth, LLC | 0.04% | Add +0.1% | 659 | $235K |
| B.O.S.S. Retirement Advisors, LLC | 0.07% | Add +6.0% | 657 | $234K |
| Howard Capital Management, LLC | 0.00% | Add +0.6% | 656 | $234K |
| Avise Financial Cooperative, Inc. | 0.19% | New | 655 | $234K |
| Elevation Point Wealth Partners, LLC | 0.01% | Add +0.1% | 655 | $233K |
| Pflug Koory, LLC | 0.11% | No change | 652 | $232K |
| Integral Investment Advisors, Inc. | 0.06% | No change | 652 | $232K |
| Affinity Wealth Management LLC | 0.04% | Reduce -1.9% | 652 | $232K |
| Tucker Asset Management LLC | 0.07% | Add +0.1% | 651 | $232K |
| Kemnay Advisory Services Inc. | 0.04% | Reduce -1.5% | 650 | $232K |
| Financial Gravity Asset Management, Inc. | 0.04% | No change | 647 | $231K |
| Gould Asset Management LLC | 0.04% | No change | 644 | $230K |
| Seneschal Advisors, LLC | 0.17% | No change | 643 | $229K |
| NWK Group, Inc. | 0.09% | No change | 640 | $228K |
| Marco Investment Management LLC | 0.02% | New | 635 | $226K |
| Trek Financial, LLC | 0.01% | Reduce -40.7% | 635 | $226K |
| Clark Capital Management Group, Inc. | 0.00% | No change | 635 | $226K |
| Novare Capital Management LLC | 0.02% | No change | 632 | $225K |
| Aspen Grove Capital, LLC | 0.04% | No change | 631 | $225K |
| Schaeffer Financial LLC | 0.19% | New | 629 | $224K |
| Bison Wealth, LLC | 0.02% | New | 554 | $224K |
| AGH Wealth Advisors, LLC | 0.16% | No change | 625 | $223K |
| Resurgent Financial Advisors LLC | 0.08% | Add +1.8% | 623 | $222K |
| Roberts Glore & Co. Inc. | 0.06% | No change | 619 | $221K |
| Olde Wealth Management, LLC | 0.07% | Reduce -3.0% | 618 | $220K |
| Pennington Partners & Co., LLC | 0.07% | No change | 609 | $217K |
| Howland Capital Management LLC | 0.01% | No change | 609 | $217K |
| Dunhill Financial, LLC | 0.05% | No change | 608 | $217K |
| Bingham Private Wealth, LLC | 0.17% | No change | 605 | $216K |
| Prudent Investors Network, Inc. | 0.05% | No change | 605 | $216K |
| Wimmer Associates 1, LLC | 0.11% | No change | 604 | $215K |
| Windsor Capital Management, LLC | 0.06% | Reduce -1.5% | 603 | $215K |
| Latitude Advisors, LLC | 0.10% | No change | 602 | $215K |
| Cyndeo Wealth Partners, LLC | 0.01% | Reduce -88.5% | 601 | $214K |
| Freedom Day Solutions, LLC | 0.06% | Reduce -3.2% | 601 | $214K |
| Prestige Wealth Management Group LLC | 0.04% | Reduce -4.0% | 600 | $214K |
| Nations Financial Group Inc, /Ia/ | 0.01% | Add +0.2% | 598 | $213K |
| Carmel Capital Partners, LLC | 0.08% | Reduce -16.9% | 596 | $213K |
| Kintra Wealth, LLC | 0.01% | New | 595 | $212K |
| InvesTrust | 0.09% | No change | 595 | $212K |
| Tritonpoint Wealth, LLC | 0.02% | Add +7.4% | 594 | $212K |
| Brooklyn Investment Group | 0.01% | New | 593 | $211K |
| Galvin, Gaustad & Stein, LLC | 0.02% | No change | 592 | $211K |
| Autumn Glory Partners, LLC | 0.08% | No change | 591 | $211K |
| Sterling Financial Planning, Inc. | 0.06% | No change | 589 | $210K |
| Dorato Capital Management | 0.15% | No change | 566 | $210K |
| Vista Finance, LLC | 0.17% | No change | 588 | $210K |
| Fort Sheridan Advisors LLC | 0.03% | No change | 585 | $209K |
| Baron Silver Stevens Financial Advisors, LLC | 0.03% | No change | 583 | $208K |
| Marks Group Wealth Management, Inc | 0.02% | No change | 583 | $208K |
| GAMMA Investing LLC | 0.01% | Add +29.1% | 582 | $208K |
| Littlejohn Financial Services, Inc. | 0.16% | No change | 581 | $207K |
| Financial Connections Group, Inc. | 0.07% | No change | 582 | $207K |
| International Assets Investment Management, LLC | 0.01% | No change | 575 | $207K |
| Marin Bay Wealth Advisors, LLC | 0.12% | Reduce -18.8% | 579 | $207K |
| Evolution Wealth Advisors, LLC | 0.02% | No change | 579 | $206K |
| Samalin Investment Counsel, LLC | 0.07% | Add +0.2% | 577 | $206K |
| Cassaday & Co Wealth Management LLC | 0.00% | No change | 577 | $206K |
| Shira Ridge Wealth Management | 0.08% | No change | 576 | $205K |
| SageView Advisory Group, LLC | 0.01% | Reduce -2.5% | 574 | $205K |
| Mountain Pacific Investment Advisers LLC | 0.04% | No change | 573 | $204K |
| MorganRosel Wealth Management, LLC | 0.08% | Reduce -87.2% | 571 | $204K |
| Signature Wealth Management Partners, LLC | 0.10% | No change | 570 | $203K |
| Northstar Advisory Group, LLC | 0.08% | Add +0.3% | 566 | $202K |
| BBR Partners, LLC | 0.01% | No change | 564 | $201K |
| Boston Family Office LLC | 0.01% | Reduce -22.2% | 564 | $201K |
| Moors & Cabot, Inc. | 0.01% | Reduce -18.2% | 562 | $200K |
| Oarsman Capital, Inc. | 0.02% | No change | 562 | $200K |
| Bennett Selby Investments LP | 0.07% | No change | 561 | $200K |
| Bull Harbor Capital LLC | 0.05% | — | 561 | $200K |
| Root Financial Partners, LLC | 0.01% | Reduce -1.1% | 551 | $196K |
| Private Trust Co. NA | 0.02% | No change | 550 | $196K |
| Colorado Capital Management, Inc. | 0.07% | No change | 550 | $196K |
| Blume Capital Management, Inc. | 0.03% | No change | 550 | $196K |
| Ritter Daniher Financial Advisory LLC / DE | 0.03% | Reduce -0.9% | 542 | $193K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 535 | $191K |
| City State Bank | 0.05% | No change | 525 | $187K |
| CoreCap Advisors, LLC | 0.01% | No change | 517 | $184K |
| First Pacific Financial | 0.02% | Add +0.2% | 511 | $182K |
| Trifecta Capital Advisors, LLC | 0.03% | No change | 500 | $178K |
| C M Bidwell & Associates Ltd. | 0.08% | No change | 496 | $177K |
| Beaird Harris Wealth Management, LLC | 0.01% | No change | 496 | $177K |
| Creative Capital Management Investments LLC | 0.05% | No change | 482 | $172K |
| Millstone Evans Group, LLC | 0.10% | No change | 478 | $170K |
| Independence Bank of Kentucky | 0.02% | Reduce -17.6% | 468 | $167K |
| Signature Equity Partners, LLC | 0.09% | Reduce -1.3% | 461 | $164K |
| Curio Wealth, LLC | 0.06% | No change | 453 | $162K |
| Eukles Asset Management | 0.07% | No change | 447 | $159K |
| Pin Oak Investment Advisors Inc. | 0.11% | No change | 445 | $159K |
| Creative Financial Designs Inc. | 0.01% | Add +9.4% | 444 | $158K |
| Golden State Wealth Management, LLC | 0.02% | Add +268.3% | 442 | $158K |
| Hantz Financial Services, Inc. | 0.00% | Reduce -43.4% | 440 | $157K |
| Copia Wealth Management | 0.11% | Reduce -13.3% | 435 | $155K |
| N.E.W. Advisory Services LLC | 0.01% | No change | 434 | $155K |
| Westside Investment Management, Inc. | 0.02% | No change | 430 | $153K |
| First Command Advisory Services, Inc. | 0.00% | No change | 429 | $153K |
| Integrity Financial Corp | 0.07% | No change | 416 | $148K |
| McIlrath & Eck, LLC | 0.01% | Add +0.2% | 411 | $147K |
| Family Manage LLC | 0.02% | No change | 405 | $144K |
| Founders Capital Management | 0.07% | No change | 395 | $141K |
| Howe & Rusling Inc. | 0.01% | No change | 390 | $139K |
| Financial Life Planners | 0.11% | New | 385 | $137K |
| WealthShield Partners, LLC | 0.01% | Reduce -88.2% | 373 | $133K |
| Cedar Mountain Advisors, LLC | 0.03% | No change | 368 | $131K |
| SJS Investment Consulting Inc. | 0.02% | No change | 367 | $131K |
| Delta Asset Management LLC | 0.01% | No change | 350 | $125K |
| Quent Capital, LLC | 0.01% | Add +0.3% | 344 | $123K |
| Roxbury Financial LLC | 0.11% | No change | 341 | $121K |
| Winthrop Capital Management, LLC | 0.03% | No change | 330 | $118K |
| Petix & Botte Co | 0.05% | Reduce -50.0% | 329 | $117K |
| Key Capital Management, INC | 0.08% | New | 322 | $115K |
| Marquette Associates, Inc. | 0.12% | No change | 321 | $114K |
| London Co. of Virginia | 0.00% | Reduce -99.0% | 320 | $114K |
| Paladin Advisory Group, LLC | 0.08% | No change | 308 | $110K |
| Private Wealth Asset Management, LLC | 0.01% | No change | 307 | $109K |
| Kozak & Associates, Inc. | 0.02% | No change | 285 | $107K |
| Frazier Financial Advisors, LLC | 0.06% | No change | 300 | $107K |
| Milestone Investment Advisors LLC | 0.03% | No change | 300 | $107K |
| Salomon & Ludwin, LLC | 0.01% | No change | 290 | $104K |
| Retiremitten Financial LLC | 0.05% | — | 292 | $104K |
| Investors Research Corp | 0.02% | Reduce -55.0% | 291 | $104K |
| Tompkins Financial Corp. | 0.01% | No change | 291 | $104K |
| Global Assets Advisory, LLC | 0.03% | New | 290 | $103K |
| Pacific Center for Financial Services | 0.03% | No change | 286 | $102K |
| Hughes Financial Services, LLC | 0.02% | Reduce -12.5% | 286 | $102K |
| Avalon Trust Co | 0.01% | No change | 285 | $102K |
| Innovative Asset Advisors Group, LLC | 0.06% | — | 282 | $100K |
| Motco | 0.01% | New | 274 | $98K |
| Grove Bank & Trust | 0.01% | No change | 269 | $96K |
| Mascoma Wealth Management LLC | 0.02% | New | 265 | $94K |
| Keating Financial Advisory Services, Inc. | 0.02% | Reduce -14.0% | 265 | $94K |
| HHM Wealth Advisors, LLC | 0.01% | No change | 258 | $92K |
| CX Institutional | 0.00% | Reduce -20.7% | 257 | $91K |
| Brown, Lisle/Cummings, Inc. | 0.02% | No change | 252 | $90K |
| GeoWealth Management, LLC | 0.00% | New | 247 | $88K |
| Colonial Trust Co / SC | 0.01% | Reduce -8.6% | 246 | $88K |
| Tanaka Capital Management Inc. | 0.14% | No change | 235 | $84K |
| Legacy Wealth Managment, LLC | 0.04% | No change | 232 | $83K |
| Pinney & Scofield, Inc. | 0.04% | Reduce -37.5% | 225 | $80K |
| Trust Co. of Toledo NA | 0.01% | No change | 215 | $77K |
| Bay Harbor Wealth Management, LLC | 0.02% | Reduce -7.0% | 212 | $76K |
| Ascentis Wealth Management, LLC | 0.02% | New | 211 | $75K |
| Providence Capital Advisors, LLC | 0.01% | No change | 209 | $74K |
| Silver Grove Financial Group, Inc. | 0.06% | New | 205 | $73K |
| Washington Trust Advisors, Inc. | 0.01% | No change | 200 | $71K |
| Activest Wealth Management | 0.01% | No change | 195 | $70K |
| Windsor Advisory Group, LLC | 0.06% | No change | 187 | $67K |
| Cary Street Partners Investment Advisory LLC | 0.02% | Reduce -50.9% | 186 | $66K |
| Steigerwald, Gordon & Koch Inc. | 0.01% | No change | 186 | $66K |
| Medallion Wealth Advisors, LLC | 0.02% | No change | 181 | $65K |
| Cordgrass Capital Advisors, LLC | 0.01% | Reduce -13.2% | 178 | $63K |
| SYM FINANCIAL Corp | 0.01% | No change | 178 | $63K |
| Addison Advisors LLC | 0.01% | New | 171 | $61K |
| Horizons Wealth Management | 0.04% | No change | 170 | $61K |
| Valley National Advisers Inc. | 0.01% | No change | 170 | $60K |
| Caldwell Trust Co | 0.01% | No change | 168 | $60K |
| Van Den Berg Management I, Inc. | 0.01% | Reduce -90.1% | 161 | $57K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.02% | No change | 157 | $56K |
| FWL Investment Management, LLC | 0.01% | New | 153 | $55K |
| North Ridge Wealth Advisors, Inc. | 0.03% | No change | 150 | $53K |
| Aventura Private Wealth, LLC | 0.02% | No change | 146 | $52K |
| RMG Wealth Management LLC | 0.01% | New | 129 | $52K |
| Farmers & Merchants Trust Co of Chambersburg PA | 0.01% | No change | 145 | $52K |
| Chilton Capital Management LLC | 0.00% | No change | 145 | $52K |
| Forum Finance Group S.A. | 0.03% | — | 175 | $50K |
| Capital Analysts, LLC | 0.00% | New | 141 | $50K |
| Avion Wealth | 0.01% | No change | 130 | $46K |
| Capital Investment Advisory Services, LLC | 0.00% | Reduce -35.9% | 125 | $45K |
| Wellington Grp LLC | 0.01% | Reduce -53.9% | 124 | $44K |
| Gill Capital Partners, LLC | 0.01% | New | 118 | $42K |
| Timmons Wealth Management, LLC | 0.04% | No change | 118 | $42K |
| Crews Bank & Trust | 0.01% | No change | 116 | $41K |
| GW&K Investment Management, LLC | 0.00% | No change | 114 | $41K |
| Mb, Levis & Associates, LLC | 0.02% | No change | 114 | $41K |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 109 | $39K |
| Red Reef Advisors LLC | 0.04% | No change | 106 | $38K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 106 | $38K |
| Fourth Dimension Wealth, LLC | 0.01% | No change | 102 | $36K |
| Pension & Wealth Management Advisors, Inc. | 0.01% | No change | 98 | $35K |
| LRI Investments, LLC | 0.00% | No change | 96 | $34K |
| Angeles Wealth Management, LLC | 0.00% | No change | 94 | $34K |
| Allspring Global Investments Holdings, LLC | 0.00% | Reduce -22.4% | 90 | $32K |
| Barnes Dennig Private Wealth Management LLC | 0.03% | No change | 90 | $32K |
| Evolution Advisers, Inc. | 0.01% | New | 90 | $32K |
| Magnolia Wealth Management, LLC | 0.02% | New | 89 | $32K |
| Wagner Wealth Management, LLC | 0.01% | New | 89 | $32K |
| Breakwater Investment Management | 0.01% | No change | 86 | $31K |
| Advocate Investing Services LLC | 0.03% | No change | 83 | $30K |
| Rossby Financial, LCC | 0.01% | No change | 82 | $29K |
| Orion Capital Management LLC | 0.01% | No change | 81 | $29K |
| Sound Income Strategies, LLC | 0.00% | New | 79 | $28K |
| Redwood Park Advisors LLC | 0.02% | Reduce -10.6% | 76 | $27K |
| Quest 10 Wealth Builders, Inc. | 0.02% | No change | 75 | $27K |
| 1 North Wealth Services LLC | 0.01% | No change | 75 | $27K |
| REAP Financial Group, LLC | 0.01% | No change | 74 | $27K |
| NFSG Corp | 0.00% | Reduce -42.7% | 67 | $24K |
| Holos Integrated Wealth LLC | 0.01% | New | 66 | $24K |
| Atlantic Edge Private Wealth Management, LLC | 0.01% | No change | 65 | $23K |
| Pacifica Partners Inc. | 0.01% | No change | 65 | $23K |
| Foster Dykema Cabot & Partners, LLC | 0.00% | Reduce -51.1% | 64 | $23K |
| Caitlin John, LLC | 0.01% | No change | 61 | $22K |
| Glen Eagle Advisors, LLC | 0.00% | No change | 59 | $21K |
| Arcadia Investment Management Corp. | 0.00% | Reduce -15.7% | 59 | $21K |
| Robinswood Financial LLC | 0.01% | No change | 50 | $18K |
| Investment Counsel Co. of Nevada | 0.04% | No change | 50 | $18K |
| True Link Financial Advisors, LLC | 0.00% | New | 45 | $16K |
| Peachtree Investment Partners, LLC | 0.01% | Reduce -59.0% | 43 | $15K |
| Ankerstar Wealth, LLC | 0.02% | No change | 42 | $15K |
| Elevation Wealth Partners, LLC | 0.01% | Reduce -12.8% | 41 | $15K |
| Tradewinds Capital Management, LLC | 0.00% | No change | 40 | $14K |
| Barclays PLC | 0.00% | New | 40 | $14K |
| Hoey Investments, Inc. | 0.00% | No change | 39 | $14K |
| IAG Wealth Partners, LLC | 0.00% | No change | 37 | $13K |
| 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 | $10K |
| SBI Securities Co., Ltd. | 0.00% | Add +1350.0% | 29 | $10K |
| Caldwell Sutter Capital, Inc. | 0.00% | No change | 28 | $10K |
| Beacon Investment Advisory Services, Inc. | 0.00% | New | 27 | $10K |
| Merkkuri Wealth Advisors LLC | 0.01% | New | 26 | $9K |
| Strategic Investment Solutions, Inc. | 0.00% | No change | 25 | $9K |
| Piscataqua Savings Bank | 0.01% | No change | 25 | $9K |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 0.01% | No change | 24 | $9K |
| Palouse Capital Management, Inc. | 0.01% | No change | 22 | $8K |
| MBM Wealth Consultants, LLC | 0.00% | New | 22 | $8K |
| Davis Capital Management | 0.01% | No change | 21 | $7K |
| Barrett & Company, Inc. | 0.00% | No change | 17 | $6K |
| Wilkerson Advisory Group LLC | 0.00% | No change | 16 | $6K |
| Kentucky Trust Co | 0.00% | No change | 15 | $5K |
| Winch Advisory Services, LLC | 0.00% | No change | 12 | $4K |
| Rosenberg Matthew Hamilton | 0.00% | No change | 12 | $4K |
| Evermay Wealth Management LLC | 0.00% | No change | 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 |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -66.7% | 4 | $1K |
| Burk Holdings LLC | 0.00% | New | 2 | $724 |
| Ares Financial Consulting, LLC | 0.00% | No change | 1 | $359 |
"% of holder's portfolio" is IWB's weight in each manager's 13F, not the share of iShares Russell 1000 ETF the manager owns.