iShares Russell 1000 ETFIWBETF
13F holders, Q2 2026 (June 30)At the end of Q2 2026, 1,556 institutions reported holding iShares Russell 1000 ETF (IWB) in their 13F filings, up 81 from Q1 2026. 117 opened new positions and 38 sold out. The largest holders were FMR LLC ($4.1B), Jones Financial Companies LLLP ($3.5B) and Bank of America Corp. ($1.9B). 6 famous investors held it, including Joel Greenblatt (0.1% of Gotham Asset Management's portfolio), Israel Englander (0.1% of Millennium 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 Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 117 | $363.3M |
| Exits | 38 | $231.8M |
All 13F filers, Q1 2026 → Q2 2026: 4,056,293 shares bought and 5,940,033 shares sold, net −1,883,740 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,556 holders
| FMR LLC | 0.18% | Reduce -1.2% | 9,942,793 | $4.1B |
| Jones Financial Companies LLLP | 1.39% | Reduce -16.7% | 8,705,412 | $3.5B |
| Bank of America Corp. | 0.12% | Reduce -11.4% | 4,567,154 | $1.9B |
| Envestnet Asset Management Inc. | 0.38% | Reduce -10.0% | 3,908,505 | $1.6B |
| M&T Bank Corp | 3.48% | Add +1.3% | 2,899,576 | $1.2B |
| Northern Trust Corp. | 0.12% | Reduce -4.0% | 2,550,767 | $1.0B |
| LPL Financial LLC | 0.23% | Add +0.3% | 2,543,875 | $1.0B |
| PNC Financial Services Group, Inc. | 0.47% | Reduce -0.7% | 2,313,380 | $947.3M |
| BlackRock, Inc. | 0.01% | Add +39.8% | 2,289,986 | $937.7M |
| Morgan Stanley | 0.04% | Add +0.6% | 2,040,874 | $835.7M |
| Focus Partners Wealth | 0.78% | Reduce -3.8% | 1,859,370 | $761.4M |
| Millburn Ridgefield LLC | 12.70% | Reduce -0.2% | 1,637,759 | $670.7M |
| Catalyst Capital Advisors LLC | 11.13% | Reduce -0.2% | 1,637,759 | $670.7M |
| JPMorgan Chase & Co. | 0.04% | Add +29.1% | 1,634,389 | $664.1M |
| Wells Fargo & Company | 0.11% | Reduce -0.1% | 1,577,820 | $646.1M |
| Johnson Investment Counsel Inc. | 4.28% | Add +0.7% | 1,429,386 | $585.3M |
| Northwestern Mutual Wealth Management Co. | 0.29% | Reduce -3.1% | 1,337,416 | $547.7M |
| Bokf, NA | 7.23% | Reduce -0.4% | 1,281,418 | $524.7M |
| Captrust Financial Advisors | 0.80% | Reduce -0.7% | 1,270,498 | $520.3M |
| UBS Group AG | 0.07% | Add +0.0% | 1,138,581 | $466.2M |
| Pathstone Holdings, LLC | 1.35% | Add +1.9% | 1,132,924 | $463.9M |
| Goldman Sachs Group Inc. | 0.05% | Reduce -7.4% | 1,081,981 | $443.1M |
| US Bancorp \de | 0.38% | Reduce -4.0% | 856,684 | $350.8M |
| Dynasty Wealth Management, LLC | 2.55% | Add +42212.1% | 838,203 | $343.2M |
| Fifth Third Bancorp | 0.55% | Reduce -2.0% | 833,092 | $341.2M |
| Cerity Partners LLC | 0.41% | Add +1.9% | 815,660 | $334.0M |
| National Mutual Insurance Federation of Agricultural Cooperatives | 2.12% | No change | 791,000 | $323.9M |
| Mercer Global Advisors Inc. | 0.37% | Reduce -8.1% | 721,484 | $295.4M |
| Legacy Wealth Management, LLC | 15.05% | Reduce -0.8% | 702,613 | $287.7M |
| Creative Planning | 0.16% | Add +1.4% | 651,215 | $266.7M |
| Capstone Financial Advisors, Inc. | 12.72% | Reduce -1.4% | 637,495 | $261.1M |
| Pinnacle Financial Partners, Inc. | 1.75% | Add +2.6% | 625,348 | $256.1M |
| Mariner, LLC | 0.24% | Reduce -2.5% | 566,204 | $231.9M |
| Raymond James Financial Inc. | 0.06% | Reduce -4.5% | 565,167 | $231.4M |
| HighTower Advisors, LLC | 0.21% | Add +0.1% | 524,619 | $214.8M |
| Ieq Capital, LLC | 0.93% | Reduce -4.4% | 492,609 | $201.7M |
| Ameriprise Financial Inc. | 0.04% | Add +0.5% | 482,320 | $197.6M |
| OpenArc Corporate Advisory, LLC | 2.13% | New | 437,245 | $179.1M |
| Empower Advisory Group, LLC | 0.42% | Reduce -2.7% | 430,492 | $176.3M |
| Truist Financial Corp. | 0.20% | Reduce -4.4% | 410,929 | $168.3M |
| Cetera Investment Advisers | 0.14% | Add +5.6% | 381,177 | $156.1M |
| CIBC Bancorp USA Inc. | 0.19% | Add +0.6% | 380,082 | $155.6M |
| Red Cedar Investment Management, LLC | 14.74% | Reduce -3.9% | 379,919 | $155.6M |
| Royal Bank of Canada | 0.02% | Reduce -6.6% | 352,340 | $144.3M |
| MPS Loria Financial Planners, LLC | 32.71% | Add +1.9% | 347,484 | $142.3M |
| Bank of Montreal | 0.05% | Add +0.1% | 341,972 | $140.0M |
| Wealth Enhancement Advisory Services, LLC | 0.23% | Add +0.7% | 336,014 | $136.3M |
| HSBC Holdings PLC | 0.06% | Reduce -2.2% | 318,478 | $130.4M |
| Waverly Advisors, LLC | 0.75% | Reduce -1.4% | 314,703 | $128.9M |
| Sagespring Wealth Partners, LLC | 1.96% | Add +11807.9% | 311,153 | $127.4M |
| NorthRock Partners, LLC | 1.76% | Reduce -1.0% | 295,228 | $120.9M |
| Arbor Investment Advisors, LLC | 13.20% | Reduce -2.1% | 284,885 | $116.7M |
| Tiaa-Cref Individual & Institutional Services, LLC | 0.39% | Add +2.6% | 279,636 | $114.5M |
| Johns Hopkins University | 7.24% | No change | 264,479 | $108.3M |
| Commerce Bank | 0.47% | Reduce -0.5% | 262,586 | $107.5M |
| McKinley Carter Wealth Services, Inc. | 5.27% | Add +0.9% | 249,432 | $102.1M |
| Winthrop Advisory Group LLC | 6.83% | Reduce -0.7% | 247,599 | $101.4M |
| AQR Capital Management | 0.03% | Add +41.9% | 238,849 | $97.8M |
| AMG National Trust Bank | 1.99% | Reduce -9.2% | 236,272 | $96.8M |
| TIAA Wealth Investment Management LLC | 0.63% | Reduce -6.8% | 233,438 | $94.8M |
| Baird Financial Group, Inc. | 0.13% | Reduce -0.8% | 227,369 | $93.1M |
| Osaic Holdings, Inc. | 0.11% | Add +8.6% | 224,503 | $92.0M |
| Millennium Management | 0.06% | Reduce -59.8% | 209,766 | $85.9M |
| Stifel Financial Corp. | 0.07% | Add +8.7% | 209,271 | $85.7M |
| Ballentine Partners, LLC | 1.03% | Reduce -0.4% | 205,671 | $84.2M |
| Coldstream Capital Management Inc. | 1.02% | Reduce -1.5% | 197,624 | $80.9M |
| JFS Wealth Advisors, LLC | 4.01% | Reduce -1.6% | 196,255 | $80.4M |
| BOK Financial Private Wealth, Inc. | 4.05% | Reduce -1.4% | 192,855 | $79.0M |
| WASHINGTON TRUST Co | 2.39% | Reduce -0.9% | 187,582 | $76.8M |
| Corient Private Wealth LP | 0.10% | Add +3.0% | 184,908 | $75.7M |
| BNP Paribas Financial Markets | 0.04% | Reduce -2.7% | 175,478 | $71.9M |
| Brown Advisory Inc. | 0.11% | Reduce -15.0% | 173,341 | $71.0M |
| Mason & Associates Inc | 10.99% | Add +0.7% | 166,139 | $68.0M |
| Boston Partners | 0.06% | Add +53386.7% | 165,274 | $67.7M |
| Cambridge Investment Research Advisors, Inc. | 0.15% | Reduce -2.9% | 163,625 | $67.0M |
| Bank of New York Mellon Corp | 0.01% | Reduce -1.2% | 162,958 | $66.7M |
| Brighton Jones LLC | 1.23% | Reduce -0.0% | 161,000 | $65.9M |
| Enclave Advisors LLC | 8.53% | Reduce -1.0% | 159,905 | $65.5M |
| Hippocratic Financial Advisors, LLC | 24.49% | Add +3.5% | 158,526 | $64.9M |
| Norinchukin Bank, The | 0.62% | New | 155,000 | $63.5M |
| Napier Financial, LLC | 13.04% | Add +0.4% | 152,880 | $62.6M |
| Commonwealth Equity Services, LLC | 0.08% | Reduce -3.9% | 149,580 | $61.3M |
| DT Investment Partners, LLC | 4.55% | Add +20.3% | 148,918 | $61.0M |
| Gotham Asset Management | 0.14% | Add +16.1% | 148,358 | $60.8M |
| Principal Securities, Inc. | 0.73% | Reduce -19.3% | 147,167 | $60.3M |
| JT Stratford LLC | 6.59% | Add +4.6% | 146,428 | $60.0M |
| Wealthspire Advisors, LLC | 0.33% | Add +75.3% | 145,102 | $59.4M |
| Beacon Pointe Advisors, LLC | 0.27% | Reduce -3.3% | 141,523 | $58.0M |
| Choreo, LLC | 0.63% | Reduce -1.6% | 139,506 | $57.1M |
| Financial Management Professionals, Inc. | 5.34% | Add +18.0% | 137,398 | $56.3M |
| Rockefeller Capital Management L.P. | 0.08% | Reduce -2.9% | 134,401 | $55.0M |
| Nixon Peabody Trust Co. | 3.82% | Add +0.4% | 131,839 | $54.0M |
| Wealthfront Advisers LLC | 0.10% | Reduce -0.1% | 128,979 | $52.8M |
| NewEdge Advisors, LLC | 0.16% | Add +2.1% | 128,083 | $52.4M |
| Jordan Park Group LLC | 2.62% | Add +2.5% | 126,399 | $51.8M |
| Cambridge Associates LLC /Ma/ | 0.73% | No change | 124,298 | $50.9M |
| Conservest Capital Advisors, Inc. | 3.99% | Reduce -5.9% | 122,456 | $50.1M |
| Keel Point, LLC | 2.96% | Reduce -1.2% | 122,452 | $50.1M |
| Trust Co | 4.50% | Reduce -0.9% | 121,730 | $49.8M |
| Brewster Financial Planning LLC | 26.76% | Reduce -0.8% | 119,018 | $48.7M |
| Lido Advisors, LLC | 0.17% | Reduce -56.5% | 118,488 | $48.5M |
| Aspiriant, LLC | 1.17% | Add +3.0% | 116,055 | $47.5M |
| Laird Norton Wetherby Trust Company, LLC | 0.91% | Reduce -0.7% | 116,034 | $47.5M |
| Envestnet Portfolio Solutions, Inc. | 0.22% | Reduce -22.7% | 113,304 | $46.4M |
| Clearstead Advisors, LLC | 0.44% | Reduce -24.3% | 113,061 | $46.3M |
| Hoge Financial Services, LLC | 21.86% | Reduce -1.0% | 111,486 | $45.7M |
| American Financial Advisors, LLC | 5.22% | Reduce -2.3% | 105,848 | $43.3M |
| Whittier Trust Co. of Nevada Inc. | 0.80% | Reduce -0.5% | 104,962 | $43.0M |
| Busey Bank | 1.03% | Reduce -0.5% | 104,140 | $42.6M |
| Sigma Investment Counselors Inc. | 2.07% | Reduce -1.9% | 103,531 | $42.4M |
| Montag A & Associates Inc. | 1.79% | Reduce -3.9% | 103,231 | $42.3M |
| Constellation Investments, Inc. | 1.30% | No change | 101,441 | $41.5M |
| MML Investors Services, LLC | 0.08% | Reduce -40.7% | 100,749 | $41.3M |
| Quantinno Capital Management LP | 0.05% | Add +5.1% | 94,035 | $38.5M |
| RTD Financial Advisors, Inc. | 4.17% | Reduce -1.2% | 93,430 | $38.3M |
| Franklin Resources Inc. | 0.01% | Reduce -3.8% | 92,310 | $37.8M |
| Franklin, Parlapiano, Turner & Welch, LLC | 8.51% | Reduce -1.3% | 91,894 | $37.6M |
| Stephens Inc. | 0.42% | Add +5.2% | 91,196 | $37.3M |
| TFO Wealth Partners, LLC | 4.02% | Reduce -0.5% | 90,216 | $36.9M |
| Pitcairn Wealth Advisors LLC | 4.01% | Reduce -3.1% | 89,429 | $36.6M |
| Legacy Advisors, LLC | 3.41% | Reduce -0.0% | 89,260 | $36.6M |
| MAI Capital Management | 0.13% | Add +12.5% | 86,387 | $35.4M |
| Wilmington Savings Fund Society, FSB | 0.78% | Reduce -1.5% | 85,671 | $35.1M |
| Parker Investment Management, LLC | 4.23% | Reduce -1.8% | 85,481 | $35.0M |
| Legal & General Group Plc | 0.01% | Add +56.3% | 85,461 | $35.0M |
| Wescott Financial Advisory Group, LLC | 2.70% | Reduce -1.4% | 85,288 | $34.9M |
| Robertson Stephens Wealth Management, LLC | 0.86% | Add +0.0% | 85,161 | $34.9M |
| Kestra Advisory Services, LLC | 0.11% | Add +2.6% | 83,982 | $34.4M |
| Gray Private Wealth, LLC | 14.75% | Reduce -2.2% | 83,372 | $34.1M |
| Whittier Trust Co. | 0.33% | Reduce -0.1% | 82,389 | $33.9M |
| May Hill Capital, LLC | 7.02% | Reduce -1.8% | 82,038 | $33.6M |
| XML Financial, LLC | 2.44% | Reduce -0.8% | 81,941 | $33.6M |
| Sachem Hill LLC | 5.95% | Reduce -7.3% | 81,776 | $33.5M |
| BTC Capital Management, Inc. | 2.03% | Add +14.1% | 81,262 | $33.4M |
| Act Wealth Management, LLC | 9.80% | Add +4.9% | 81,458 | $33.4M |
| Blair William & Co. | 0.09% | Reduce -0.1% | 80,773 | $33.1M |
| Private Advisor Group, LLC | 0.15% | Add +112.7% | 80,409 | $32.9M |
| Opus Capital Group, LLC | 3.19% | Add +2.9% | 80,310 | $32.9M |
| Park Avenue Securities LLC | 0.20% | Reduce -2.3% | 80,040 | $32.8M |
| Moneta Group Investment Advisors LLC | 0.23% | Reduce -1.0% | 76,200 | $31.2M |
| Karpus Management, Inc. | 0.88% | Reduce -12.5% | 74,490 | $30.5M |
| Sequoia Financial Advisors, LLC | 0.15% | Reduce -0.6% | 74,305 | $30.4M |
| Allen Investment Management, LLC | 0.35% | Reduce -3.9% | 71,104 | $29.1M |
| Integrated Wealth Concepts LLC | 0.19% | Add +7.6% | 70,239 | $28.8M |
| Glenmede Trust Co. NA | 0.12% | Reduce -0.0% | 67,417 | $27.6M |
| Modera Wealth Management, LLC | 0.29% | Reduce -0.5% | 66,971 | $27.4M |
| Schroder Investment Management Group | 0.02% | Reduce -67.5% | 66,732 | $27.1M |
| Savant Capital, LLC | 0.08% | Add +4.3% | 63,758 | $26.1M |
| Mission Wealth Management, LP | 0.32% | Add +1.2% | 63,095 | $25.8M |
| UMB Bank, n.a. | 0.33% | Add +6.1% | 62,826 | $25.7M |
| Equitable Holdings, Inc. | 0.15% | Reduce -59.2% | 61,550 | $25.2M |
| Quadrant Capital Group LLC | 0.66% | Reduce -0.1% | 58,956 | $24.1M |
| Davis R M Inc. | 0.38% | Reduce -0.8% | 58,467 | $23.9M |
| Cornerstone Wealth Group, LLC | 1.42% | Reduce -0.9% | 58,420 | $23.9M |
| Perigon Wealth Management, LLC | 0.37% | Reduce -3.4% | 57,200 | $23.4M |
| Heritage Investment Group, Inc. | 3.10% | Reduce -2.9% | 56,371 | $23.1M |
| Rhumbline Advisers | 0.02% | Reduce -28.9% | 55,846 | $22.9M |
| OneDigital Investment Advisors LLC | 0.19% | Reduce -8.9% | 55,716 | $22.8M |
| Single Point Partners, LLC | 4.00% | Reduce -2.2% | 55,525 | $22.7M |
| Centerpoint Advisors, LLC | 6.26% | Reduce -0.1% | 53,853 | $22.1M |
| Paragon Capital Management LLC | 10.13% | Reduce -1.6% | 53,446 | $21.9M |
| Johnson Financial Group, Inc. | 0.72% | Reduce -1.5% | 53,433 | $21.9M |
| Thrivent Financial for Lutherans | 0.04% | Reduce -3.7% | 52,719 | $21.5M |
| Paladin Partners, LLC | 14.17% | Reduce -0.9% | 52,335 | $21.4M |
| Mullaney, Keating & Wright, Inc. | 10.30% | Add +0.1% | 52,031 | $21.3M |
| Sentinel Wealth Management, Inc. | 14.88% | Reduce -0.4% | 51,542 | $21.1M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.03% | No change | 50,000 | $20.5M |
| Citigroup Inc. | 0.01% | Reduce -2.8% | 49,482 | $20.3M |
| Auxano Advisors, LLC | 3.83% | Reduce -0.7% | 49,421 | $20.2M |
| Cresset Asset Management, LLC | 0.07% | Reduce -1.5% | 49,408 | $20.2M |
| Badgley Phelps Wealth Managers, LLC | 0.35% | Reduce -2.9% | 49,009 | $20.1M |
| SCS Capital Management LLC | 0.19% | Reduce -0.6% | 48,700 | $19.9M |
| Trust Point Inc. | 1.63% | Reduce -15.2% | 46,868 | $19.2M |
| Tortoise Investment Management, LLC | 1.42% | Reduce -0.9% | 46,519 | $19.0M |
| Wealthcare Advisory Partners LLC | 0.36% | Reduce -2.9% | 46,059 | $18.9M |
| Rice Partnership, LLC | 2.27% | Reduce -0.3% | 45,588 | $18.7M |
| Tiaa Trust, National Association | 1.10% | Reduce -1.1% | 45,360 | $18.6M |
| Bessemer Group Inc. | 0.03% | No change | 45,173 | $18.5M |
| Nicholson Meyer Capital Management, Inc. | 12.15% | Add +21.2% | 44,553 | $18.2M |
| Daido Life Insurance Co. | 2.43% | Reduce -55.5% | 43,602 | $17.9M |
| HB Wealth Management, LLC | 0.10% | Add +2.5% | 43,288 | $17.7M |
| Renaissance Technologies | 0.02% | New | 42,640 | $17.5M |
| Latigo Investments, LLC | 7.77% | No change | 42,556 | $17.4M |
| Farther Finance Advisors, LLC | 0.14% | Reduce -11.2% | 42,306 | $17.3M |
| Glassman Wealth Services | 2.07% | Reduce -1.5% | 42,195 | $17.3M |
| New England Private Wealth Advisors LLC | 1.63% | No change | 41,790 | $16.9M |
| Twin Focus Capital Partners, LLC | 1.72% | No change | 41,161 | $16.9M |
| State Board of Administration of Florida Retirement System | 0.03% | Reduce -65.8% | 40,791 | $16.7M |
| YHB Investment Advisors, Inc. | 1.07% | Reduce -0.0% | 40,621 | $16.6M |
| Texas Capital Bank Wealth Management Services Inc | 0.87% | Reduce -3.0% | 39,885 | $16.3M |
| Neuberger Berman Group LLC | 0.01% | Reduce -46.3% | 39,692 | $16.3M |
| Glenview Trust Co | 0.22% | Add +2.0% | 39,578 | $16.2M |
| SG Americas Securities, LLC | 0.01% | No change | 38,947 | $15.9M |
| Chartist Inc. | 9.94% | Reduce -0.9% | 38,886 | $15.9M |
| Alliancebernstein L.P. | 0.01% | Reduce -0.5% | 43,680 | $15.6M |
| Bartlett & Co. Wealth Management LLC | 0.19% | No change | 37,759 | $15.5M |
| Kayne Anderson Rudnick Investment Management LLC | 0.05% | Reduce -4.6% | 37,324 | $15.3M |
| TD Private Client Wealth LLC | 0.28% | Reduce -27.1% | 36,978 | $15.1M |
| Citizens Financial Group Inc. | 0.18% | Reduce -1.0% | 36,595 | $15.0M |
| Bradley Foster & Sargent Inc. | 0.21% | Reduce -7.6% | 36,562 | $15.0M |
| Janney Montgomery Scott LLC | 0.03% | Reduce -2.0% | 35,674 | $14.6M |
| JMG Financial Group, Ltd. | 0.35% | Reduce -3.5% | 35,656 | $14.6M |
| Advance Capital Management, Inc. | 0.46% | Add +0.1% | 34,538 | $14.1M |
| Stratos Wealth Partners, LTD. | 0.14% | Add +10.4% | 33,599 | $13.8M |
| Smith Chas P & Associates Pa Cpas | 0.69% | No change | 33,477 | $13.7M |
| HRT Financial LP | 0.03% | Add +364.0% | 33,360 | $13.7M |
| ETF Portfolio Partners, Inc. | 3.24% | Reduce -0.6% | 33,269 | $13.6M |
| Northstar Financial Companies, Inc. | 9.18% | No change | 33,254 | $13.6M |
| Curi Capital, LLC | 0.21% | Reduce -2.7% | 33,203 | $13.6M |
| Fiduciary Trust Co | 0.14% | Reduce -1.1% | 32,492 | $13.3M |
| Fiduciary Counselling Inc. | 32.76% | No change | 32,448 | $13.3M |
| Unique Wealth, LLC | 1.55% | Add +1977.3% | 32,447 | $13.3M |
| EP Wealth Advisors, LLC | 0.05% | Add +3.7% | 31,588 | $12.9M |
| Evercore Wealth Management, LLC | 0.18% | Reduce -2.0% | 30,865 | $12.6M |
| 1900 Wealth Management LLC | 0.70% | Add +0.9% | 30,692 | $12.6M |
| Two Sigma Investments, LP | 0.01% | Reduce -74.9% | 30,680 | $12.6M |
| Ethos Financial Group, LLC | 0.81% | Reduce -1.8% | 29,455 | $12.1M |
| Atlantic Union Bankshares Corp | 0.20% | Reduce -0.4% | 29,308 | $12.0M |
| Flow Traders U.S. LLC | 0.49% | New | 29,221 | $12.0M |
| Fire Capital Management LLC | 4.85% | Reduce -3.6% | 29,117 | $11.9M |
| HBK Sorce Advisory LLC | 0.23% | Reduce -0.5% | 28,203 | $11.9M |
| &partners | 0.05% | Reduce -12.3% | 28,797 | $11.8M |
| Hamilton Capital, LLC | 0.59% | No change | 28,905 | $11.8M |
| Merit Financial Group, LLC | 0.07% | Reduce -0.0% | 28,829 | $11.8M |
| Centennial Bank | 3.79% | Add +0.8% | 28,748 | $11.8M |
| Sanctuary Advisors, LLC | 0.05% | Add +1.4% | 28,656 | $11.7M |
| Firestone Capital Management | 2.18% | Reduce -1.4% | 28,560 | $11.7M |
| North Star Investment Management Corp. | 0.63% | No change | 28,310 | $11.6M |
| Turtle Creek Wealth Advisors, LLC | 0.61% | Add +2.6% | 28,109 | $11.5M |
| Aptus Capital Advisors, LLC | 0.08% | Add +4.0% | 27,922 | $11.4M |
| Vise Technologies, Inc. | 0.13% | Add +47.8% | 27,538 | $11.3M |
| Centerline Wealth Advisors, LLC | 3.53% | New | 27,477 | $11.3M |
| Silvercrest Asset Management Group LLC | 0.07% | Reduce -0.8% | 27,380 | $11.2M |
| Cannell & Spears LLC | 0.20% | No change | 27,323 | $11.2M |
| Parkside Financial Bank & Trust | 0.76% | Add +0.2% | 27,259 | $11.2M |
| Brown Financial Advisory | 4.65% | Reduce -0.7% | 27,165 | $11.1M |
| Sepio Capital, LP | 0.55% | No change | 26,737 | $10.9M |
| CM Wealth Advisors LLC | 1.96% | Reduce -0.7% | 26,580 | $10.9M |
| Oxford Financial Group, LTD. LLC | 0.55% | Reduce -1.1% | 26,484 | $10.8M |
| Corepath Wealth Partners LLC | 6.69% | Add +2.1% | 26,264 | $10.7M |
| Formulate Financial LLC | 11.26% | Add +0.8% | 26,128 | $10.7M |
| Natixis Advisors, LLC | 0.01% | Add +30.4% | 26,065 | $10.7M |
| Coppell Advisory Solutions LLC | 0.87% | New | 88 | $10.5M |
| Indiana Trust & Investment Management Co | 2.87% | No change | 25,598 | $10.5M |
| Modern Wealth Management, LLC | 0.12% | Add +240.2% | 25,536 | $10.5M |
| Graves Light Lenhart Wealth, Inc. | 0.96% | Reduce -0.8% | 25,154 | $10.3M |
| American National Bank & Trust | 0.88% | No change | 25,102 | $10.3M |
| GC Wealth Management RIA, LLC | 0.59% | Add +5.1% | 24,847 | $10.2M |
| Pure Financial Advisors, LLC | 0.13% | Reduce -3.2% | 24,700 | $10.1M |
| Chilton Investment Co. Inc. | 0.24% | No change | 24,550 | $10.1M |
| St. Louis Trust Co | 1.14% | Reduce -0.1% | 95,738 | $10.0M |
| Arcadia Investment Advisors LLC | 4.16% | Reduce -0.8% | 24,081 | $9.9M |
| Summit Wealth Partners, LLC | 1.39% | Reduce -4.5% | 23,811 | $9.8M |
| Maryland State Retirement & Pension System | 0.17% | Add +30.7% | 23,759 | $9.7M |
| Tudor Financial Inc. | 4.30% | Reduce -1.4% | 23,378 | $9.6M |
| MV Capital Management, Inc. | 0.84% | Reduce -0.8% | 23,234 | $9.5M |
| Campion Asset Management | 5.76% | Reduce -1.5% | 23,056 | $9.4M |
| Relyea Zuckerberg Hanson LLC | 0.79% | Add +0.0% | 23,035 | $9.4M |
| Fort Point Capital Partners LLC | 0.99% | Reduce -0.1% | 22,746 | $9.3M |
| AlTi Global, Inc. | 0.19% | Reduce -0.1% | 22,638 | $9.3M |
| Omega Financial Group, LLC | 2.78% | Reduce -2.2% | 22,301 | $9.1M |
| Circle Wealth Management, LLC | 0.11% | Add +0.0% | 22,134 | $9.1M |
| Up Strategic Wealth Investment Advisors LLC | 5.39% | No change | 21,509 | $9.1M |
| Summit Trail Advisors, LLC | 0.11% | Reduce -2.2% | 22,089 | $9.0M |
| NewSquare Capital LLC | 0.66% | Reduce -0.2% | 21,739 | $8.9M |
| Klingman & Associates, LLC | 0.38% | Reduce -1.4% | 21,719 | $8.9M |
| Bleakley Financial Group, LLC | 0.11% | Add +1.2% | 21,484 | $8.8M |
| Caprock Group, LLC | 0.17% | Reduce -14.2% | 21,442 | $8.8M |
| Ackerman Asset Management, LLC | 5.25% | Reduce -0.4% | 21,375 | $8.8M |
| United Capital Financial Advisors, LLC | 0.05% | Reduce -0.9% | 20,892 | $8.6M |
| Spire Wealth Management | 0.26% | Reduce -1.2% | 20,613 | $8.4M |
| Evanson Financial, LLC | 0.41% | — | 20,532 | $8.4M |
| Tidal Investments LLC | 0.02% | Add +4.8% | 19,793 | $8.1M |
| Monument Capital Management | 1.63% | Reduce -0.5% | 19,735 | $8.1M |
| Regions Financial Corp. | 0.05% | Reduce -1.3% | 19,686 | $8.1M |
| Koss-Olinger Consulting, LLC | 0.62% | Reduce -49.3% | 19,581 | $8.0M |
| Avestar Capital, LLC | 0.47% | No change | 19,539 | $8.0M |
| Advisory Services Network, LLC | 0.09% | Add +1.8% | 19,505 | $8.0M |
| Breakwater Capital Group | 0.95% | Add +2.1% | 19,355 | $7.9M |
| Pacific Capital Wealth Advisors, Inc. | 1.19% | No change | 19,234 | $7.9M |
| Sage Mountain Advisors LLC | 0.48% | Reduce -0.4% | 19,136 | $7.8M |
| Fiducient Advisors LLC | 1.12% | Reduce -4.5% | 19,102 | $7.8M |
| Keybank National Association | 0.03% | Reduce -2.4% | 18,807 | $7.7M |
| Mather Group, Llc. | 0.07% | Reduce -2.9% | 18,712 | $7.7M |
| Bayshore Capital Advisors, LLC | 3.53% | Add +16.3% | 18,456 | $7.6M |
| Diversified Trust Co. | 0.12% | Reduce -0.4% | 18,233 | $7.5M |
| Stegner Investment Associates Inc. | 3.55% | Reduce -11.2% | 18,226 | $7.5M |
| Apella Capital, LLC | 0.10% | No change | 17,927 | $7.3M |
| Storen Legacy Partners, LLC | 1.99% | New | 17,830 | $7.3M |
| Tower Research Capital LLC (TRC) | 0.18% | Add +443925.0% | 17,761 | $7.3M |
| WealthTrust Asset Management, LLC | 3.91% | Add +0.6% | 17,637 | $7.2M |
| Compound Planning, Inc. | 0.19% | Reduce -20.6% | 17,492 | $7.2M |
| Hirtle & Co., LLC | 0.25% | Reduce -0.7% | 17,479 | $7.2M |
| Csenge Advisory Group | 0.29% | Add +1.0% | 17,435 | $7.1M |
| Garde Capital, Inc. | 0.32% | Reduce -0.3% | 17,363 | $7.1M |
| Fca Corp. | 1.75% | Add +1.1% | 17,361 | $7.1M |
| Great Valley Advisor Group, Inc. | 0.11% | Add +5.6% | 17,362 | $7.1M |
| Ashton Thomas Private Wealth, LLC | 0.15% | Add +1.3% | 17,295 | $7.1M |
| Composition Wealth, LLC | 0.08% | Add +82.7% | 17,064 | $7.0M |
| Highland Capital Management, LLC | 0.32% | Reduce -4.3% | 17,005 | $7.0M |
| Checchi Capital Advisers, LLC | 0.44% | Add +8.9% | 16,969 | $6.9M |
| Roble, Belko & Company, Inc | 0.75% | No change | 16,925 | $6.9M |
| Destination Wealth Management | 0.16% | Add +5.0% | 16,777 | $6.9M |
| Xponance LLC | 0.04% | Reduce -14.4% | 16,329 | $6.7M |
| Bensler, LLC | 0.59% | Reduce -0.9% | 16,283 | $6.7M |
| Allworth Financial LP | 0.03% | Reduce -2.6% | 16,029 | $6.6M |
| Sumitomo Mitsui Trust Group, Inc. | 0.00% | Add +4.7% | 15,763 | $6.5M |
| Woodward Financial Advisors, Inc. | 2.16% | — | 15,755 | $6.5M |
| Sentinel Pension Advisors, LLC | 0.83% | New | 15,556 | $6.3M |
| First Financial Bankshares Inc | 0.12% | No change | 15,444 | $6.3M |
| Prospera Financial Services Inc | 0.09% | Add +4.8% | 15,403 | $6.3M |
| Florida Trust Wealth Management Co | 0.16% | No change | 15,250 | $6.2M |
| Chicago Partners Investment Group LLC | 0.12% | Add +0.8% | 15,402 | $6.2M |
| Halbert Hargrove Global Advisors, LLC | 0.27% | Reduce -20.2% | 15,153 | $6.2M |
| Sound View Wealth Advisors Group, LLC | 0.38% | Add +1.7% | 15,104 | $6.2M |
| Peoples Bank | 3.17% | Reduce -1.4% | 15,071 | $6.2M |
| Owl Creek Wealth Partners LLC | 1.80% | Add +1.7% | 15,038 | $6.2M |
| Retirement Income Solutions, Inc. | 1.06% | No change | 17,255 | $6.2M |
| SigFig Wealth Management, LLC | 0.16% | Reduce -6.4% | 15,111 | $6.1M |
| Teachers Insurance & Annuity Association of America | 6.76% | No change | 14,967 | $6.1M |
| Shelton Wealth Management, LLC | 2.42% | Reduce -1.6% | 14,931 | $6.1M |
| Lowery Thomas, LLC | 2.97% | Add +0.2% | 14,833 | $6.1M |
| Aspen Capital Management, LLC | 1.33% | Reduce -0.7% | 14,706 | $6.0M |
| Financial Engines Advisors L.L.C. | 0.01% | Add +1.4% | 14,505 | $5.9M |
| Anchor Capital Advisors LLC | 0.17% | Add +0.0% | 14,490 | $5.9M |
| Strategic Investment Advisors / MI | 0.36% | Reduce -1.2% | 14,485 | $5.9M |
| T. Rowe Price Associates Inc. | 0.00% | Add +1.5% | 14,469 | $5.9M |
| Rehmann Capital Advisory Group | 0.27% | Add +3.4% | 14,442 | $5.9M |
| Rwa Wealth Partners, LLC | 0.06% | Add +1.0% | 14,359 | $5.9M |
| Sageworth Trust Co | 0.23% | No change | 14,270 | $5.8M |
| Arax Advisory Partners | 0.04% | Add +146.5% | 14,210 | $5.8M |
| Seneca Financial Advisors LLC | 1.50% | Add +0.1% | 14,138 | $5.8M |
| Harbor Investment Advisory, LLC | 0.40% | Add +7.5% | 14,025 | $5.7M |
| Parsons Capital Management Inc. | 0.26% | Add +8.2% | 14,011 | $5.7M |
| Consilio Wealth Advisors, LLC | 1.37% | No change | 13,965 | $5.7M |
| B. Riley Wealth Advisors, Inc. | 0.31% | Reduce -18.3% | 14,008 | $5.7M |
| AlphaCore Capital LLC | 0.10% | Add +300.9% | 13,855 | $5.7M |
| Lodestar Private Asset Management LLC | 0.48% | Reduce -1.2% | 13,641 | $5.6M |
| Waldron Private Wealth LLC | 0.19% | Reduce -2.7% | 13,466 | $5.5M |
| Baker Avenue Asset Management, LP | 0.10% | Reduce -2.4% | 13,402 | $5.5M |
| Valeo Financial Advisors, LLC | 0.12% | Add +10.8% | 13,345 | $5.5M |
| Midwest Trust Co | 0.06% | Reduce -2.5% | 13,241 | $5.4M |
| IFC Advisors LLC | 0.68% | No change | 13,072 | $5.4M |
| Avidian Wealth Enterprises, LLC | 0.15% | Add +0.6% | 13,058 | $5.3M |
| Sand Hill Global Advisors, LLC | 0.16% | Add +3.9% | 12,994 | $5.3M |
| Avior Wealth Management, LLC | 0.14% | Reduce -5.1% | 13,055 | $5.3M |
| Plancorp, LLC | 0.13% | Add +26.3% | 12,870 | $5.3M |
| St. Clair Advisors, LLC | 1.35% | Reduce -60.8% | 12,828 | $5.3M |
| Strategic Blueprint, LLC | 0.26% | Reduce -1.6% | 12,725 | $5.2M |
| Moisand Fitzgerald Tamayo, LLC | 0.51% | Reduce -2.3% | 12,706 | $5.2M |
| J.W. Cole Advisors, Inc. | 0.09% | New | 12,703 | $5.2M |
| Maridea Wealth Management LLC | 0.57% | Add +50.4% | 12,697 | $5.2M |
| Crestwood Advisors Group, LLC | 0.08% | Add +10.9% | 12,668 | $5.2M |
| Utah Retirement Systems | 0.05% | Reduce -52.3% | 12,582 | $5.2M |
| ICONIQ Capital, LLC | 0.15% | Reduce -4.6% | 12,499 | $5.1M |
| Summit Financial Strategies, Inc. | 0.36% | Reduce -0.6% | 12,396 | $5.1M |
| Hancock Whitney Corp. | 0.08% | Reduce -1.0% | 12,384 | $5.1M |
| Basecamp Wealth Advisors LLC | 0.94% | Reduce -0.6% | 12,360 | $5.1M |
| Tocqueville Asset Management L.P. | 0.07% | No change | 12,210 | $5.0M |
| Visionary Wealth Advisors | 0.20% | Reduce -2.0% | 12,169 | $5.0M |
| Guyasuta Investment Advisors Inc. | 0.26% | No change | 12,128 | $5.0M |
| New Wave Wealth Advisors LLC | 1.35% | Add +22.3% | 12,090 | $5.0M |
| Jane Street Group, LLC | 0.00% | Reduce -74.6% | 12,083 | $4.9M |
| Linscomb Wealth, Inc. | 0.21% | Reduce -0.3% | 11,988 | $4.9M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.07% | No change | 11,966 | $4.9M |
| HFG Advisors, Inc. | 3.06% | Add +0.3% | 11,961 | $4.9M |
| Next Capital Management LLC | 1.32% | Add +0.0% | 11,954 | $4.9M |
| Brown Brothers Harriman & Co. | 0.02% | Add +14.4% | 11,868 | $4.9M |
| Peapack Gladstone Financial Corp. | 0.06% | Add +2.6% | 11,829 | $4.8M |
| J.Safra Asset Management Corp | 0.22% | Add +0.2% | 11,815 | $4.8M |
| Philadelphia Trust Co. | 0.31% | Reduce -2.7% | 11,628 | $4.8M |
| Freestone Capital Holdings, LLC | 0.12% | Add +1.3% | 11,571 | $4.7M |
| Fifth Third Securities, Inc. | 0.27% | Reduce -6.1% | 11,387 | $4.7M |
| Intrua Financial, LLC | 0.43% | Reduce -6.8% | 11,097 | $4.5M |
| Corundum Group, Inc. | 1.33% | Add +2.4% | 10,981 | $4.5M |
| Americana Partners, LLC | 0.10% | No change | 10,961 | $4.5M |
| Cherrydale Wealth Management, LLC | 1.16% | Add +0.2% | 10,854 | $4.4M |
| HUB Investment Partners, LLC | 0.08% | Add +39.0% | 10,795 | $4.4M |
| Belpointe Asset Management LLC | 0.14% | Add +4.2% | 10,792 | $4.4M |
| Elk River Wealth Management LLC | 0.70% | Reduce -10.3% | 10,676 | $4.4M |
| Trust Co of Tennessee | 0.76% | No change | 10,664 | $4.4M |
| Calamos Wealth Management LLC | 0.13% | Reduce -12.8% | 10,608 | $4.3M |
| Capital Group Private Client Services, Inc. | 0.06% | Reduce -5.8% | 10,586 | $4.3M |
| Connecticut Wealth Management, LLC | 0.16% | Add +0.1% | 10,543 | $4.3M |
| Ascent Group, LLC | 0.13% | Add +0.7% | 10,506 | $4.3M |
| O'shaughnessy Asset Management, LLC | 0.02% | Reduce -27.4% | 10,469 | $4.3M |
| Horizon Investment Services, LLC | 1.19% | Reduce -0.7% | 10,437 | $4.3M |
| Northern Lights Advisors, Inc. | 2.32% | No change | 10,400 | $4.3M |
| Cyndeo Wealth Partners, LLC | 0.20% | Add +1623.0% | 10,355 | $4.2M |
| Concurrent Investment Advisors, LLC | 0.04% | Add +72.5% | 10,343 | $4.2M |
| Lansing Street Advisors | 0.90% | Add +0.2% | 10,333 | $4.2M |
| Smartleaf Asset Management LLC | 0.14% | No change | 10,409 | $4.2M |
| Sentinel Advisory Group, LLC | 1.72% | Reduce -2.5% | 10,308 | $4.2M |
| Ullmann Wealth Partners Group, LLC | 0.38% | Add +0.9% | 10,282 | $4.2M |
| Integrated Advisors Network LLC | 0.19% | Reduce -4.5% | 10,238 | $4.2M |
| Connable Office Inc. | 0.37% | Reduce -0.1% | 10,200 | $4.2M |
| Mitchell Sinkler & Starr | 1.73% | Add +2.5% | 10,125 | $4.1M |
| Phillips Financial Management, LLC | 0.30% | No change | 10,087 | $4.1M |
| Fsa Wealth Partners, Inc. | 1.03% | Reduce -1.5% | 10,063 | $4.1M |
| Dakota Wealth Management | 0.08% | Reduce -7.6% | 10,028 | $4.1M |
| MKD Wealth Coaches, LLC | 3.51% | No change | 10,022 | $4.1M |
| One Wealth Map LLC | 1.91% | Add +7.5% | 10,261 | $4.1M |
| Portfolio Resources Advisor Group, Inc. | 3.43% | Reduce -24.2% | 9,907 | $4.1M |
| Evensky & Katz LLC | 0.21% | Add +0.0% | 9,820 | $4.0M |
| Harbour Capital Advisors, LLC | 0.73% | Reduce -7.2% | 9,730 | $4.0M |
| AE Wealth Management LLC | 0.02% | Add +32.3% | 9,739 | $4.0M |
| Forvis Mazars Wealth Advisors, LLC | 0.07% | No change | 9,636 | $3.9M |
| BIP Wealth, LLC | 0.11% | Add +399.6% | 9,617 | $3.9M |
| G2 Capital Management, LLC / Oh | 0.85% | Add +0.0% | 9,565 | $3.9M |
| Guardian Wealth Advisors, LLC / NC | 0.22% | Reduce -4.9% | 9,543 | $3.9M |
| Haverford Trust Co | 0.03% | No change | 9,541 | $3.9M |
| Kera Capital Partners, Inc. | 0.38% | Add +1.2% | 9,513 | $3.9M |
| Rosenblum Silverman Sutton S F Inc. | 0.94% | Add +8.3% | 9,506 | $3.9M |
| Members Wealth LLC | 2.13% | Add +12.6% | 9,497 | $3.9M |
| Obsidian Cio, LLC | 2.88% | Reduce -20.8% | 9,469 | $3.9M |
| Precedent Wealth Partners, LLC | 0.64% | Reduce -1.9% | 9,446 | $3.9M |
| Ellis Investment Partners, LLC | 0.58% | Add +3.8% | 9,358 | $3.8M |
| StoryOne LLC | 1.76% | Add +0.0% | 9,116 | $3.7M |
| Ashford Advisors, LLC | 0.77% | No change | 9,105 | $3.7M |
| Welch & Forbes LLC | 0.04% | No change | 9,037 | $3.7M |
| LMCG Investments, LLC | 0.20% | Reduce -3.0% | 8,998 | $3.7M |
| Cambridge Financial Group, LLC | 1.16% | Reduce -13.3% | 8,962 | $3.7M |
| Mainstay Capital Management LLC | 0.27% | Reduce -1.5% | 8,870 | $3.6M |
| Mutual Advisors, LLC | 0.07% | Reduce -0.5% | 8,717 | $3.6M |
| GHP Investment Advisors, Inc. | 0.13% | Add +0.0% | 8,654 | $3.5M |
| Chevy Chase Trust Holdings, LLC | 0.01% | Reduce -2.7% | 8,497 | $3.5M |
| First Western Trust Bank | 0.17% | Add +26.1% | 8,476 | $3.5M |
| Security Financial Services, INC. | 0.48% | Reduce -1.9% | 8,474 | $3.5M |
| Prime Capital Investment Advisors, LLC | 0.03% | Add +20.5% | 8,447 | $3.5M |
| LCW Services, LLC | 1.50% | Reduce -0.1% | 8,433 | $3.5M |
| Orion Porfolio Solutions, LLC | 0.03% | Reduce -54.8% | 8,388 | $3.4M |
| KM Capital Management Ltd. | 1.61% | New | 8,365 | $3.4M |
| Forteris Wealth Management Inc. | 2.80% | Add +1.7% | 8,364 | $3.4M |
| Sei Investments Co. | 0.00% | Reduce -12.7% | 8,344 | $3.4M |
| Bear Mountain Capital, Inc. | 0.99% | No change | 8,296 | $3.4M |
| Squarepoint Ops LLC | 0.01% | New | 8,324 | $3.4M |
| Fiduciary Financial Group, LLC | 0.39% | No change | 8,312 | $3.4M |
| Cranbrook Wealth Management, LLC | 0.63% | Reduce -14.2% | 8,229 | $3.4M |
| Smith, Moore & Co. | 0.22% | Reduce -1.2% | 8,202 | $3.4M |
| Focus Partners Advisor Solutions, LLC | 0.03% | Add +0.2% | 8,175 | $3.3M |
| Cornerstone Advisory, LLC | 0.28% | Add +0.1% | 8,151 | $3.3M |
| Arkadios Wealth Advisors | 0.05% | Add +4.4% | 8,074 | $3.3M |
| Bryn Mawr Trust Advisors, LLC | 0.14% | Reduce -0.7% | 8,066 | $3.3M |
| IFP Advisors, Inc | 0.06% | Reduce -16.8% | 8,043 | $3.3M |
| Fragasso Financial Advisors Inc | 0.18% | Add +0.0% | 8,035 | $3.3M |
| Vanguard National Trust Co | 0.18% | Reduce -1.6% | 8,011 | $3.3M |
| Certuity, LLC | 0.16% | Add +0.0% | 7,959 | $3.3M |
| Topel & Distasi Wealth Management, LLC | 1.57% | Reduce -0.2% | 7,934 | $3.2M |
| Prosperity Consulting Group, LLC | 0.12% | Add +21.6% | 7,785 | $3.2M |
| Selby Wealth Management, LLC | 1.13% | No change | 7,785 | $3.2M |
| TFC Financial Management, Inc. | 0.35% | No change | 7,765 | $3.2M |
| Steward Partners Investment Advisory, LLC | 0.02% | Add +20.9% | 7,756 | $3.2M |
| GTS Securities LLC | 0.07% | Reduce -75.7% | 7,709 | $3.2M |
| Riverpoint Wealth Management Holdings, LLC | 0.58% | Add +0.2% | 7,675 | $3.1M |
| Parallel Advisors, LLC | 0.05% | Add +12.0% | 7,630 | $3.1M |
| Hillcrest Wealth Advisors - NY, LLC | 1.12% | Reduce -1.3% | 7,625 | $3.1M |
| EverSource Wealth Advisors, LLC | 0.11% | Reduce -16.9% | 7,609 | $3.1M |
| Center for Wealth Management Advisory | 1.95% | Reduce -0.8% | 7,599 | $3.1M |
| Acropolis Investment Management, LLC | 0.12% | No change | 7,558 | $3.1M |
| Assetmark, Inc. | 0.01% | Add +42.3% | 7,540 | $3.1M |
| Russell Investments Group, Ltd. | 0.00% | Add +12.8% | 7,533 | $3.1M |
| Ferguson Wellman Capital Management, Inc. | 0.04% | No change | 7,348 | $3.0M |
| Johnson Financial Group, LLC | 0.16% | Add +0.1% | 7,342 | $3.0M |
| Box Hill Private Wealth LLC | 2.40% | Add +4.8% | 7,296 | $3.0M |
| Zhang Financial LLC | 0.09% | No change | 7,265 | $3.0M |
| Kovack Advisors, Inc. | 0.14% | Reduce -1.1% | 7,198 | $2.9M |
| Gryphon Financial Partners LLC | 0.26% | No change | 7,159 | $2.9M |
| QRG Capital Management, Inc. | 0.02% | Reduce -67.0% | 7,145 | $2.9M |
| Castle Wealth Management LLC | 0.87% | Reduce -0.7% | 7,143 | $2.9M |
| BigSur Wealth Management LLC | 0.70% | No change | 7,100 | $2.9M |
| Gemmer Asset Management LLC | 0.20% | No change | 7,099 | $2.9M |
| Sage Financial Group Inc. | 0.16% | Reduce -1.1% | 7,083 | $2.9M |
| Brand Asset Management Group, Inc. | 0.64% | Reduce -1.5% | 7,074 | $2.9M |
| DWR Wealth Management, LLC | 2.16% | No change | 7,117 | $2.9M |
| Foundation Wealth Management, LLC\PA | 0.86% | No change | 6,979 | $2.9M |
| Beacon Financial Group | 0.26% | Reduce -11.3% | 6,916 | $2.8M |
| Accredited Investors Inc. | 0.12% | Reduce -11.8% | 6,915 | $2.8M |
| Atria Investments, Inc | 0.03% | Add +74.8% | 6,912 | $2.8M |
| Capital Investment Management, Inc. | 0.86% | Reduce -7.2% | 6,883 | $2.8M |
| Fulton Bank, N.A. | 0.09% | Reduce -7.6% | 6,881 | $2.8M |
| James Investment Research, Inc. | 0.29% | No change | 6,880 | $2.8M |
| Lutz Financial Services LLC | 0.17% | Reduce -3.9% | 6,880 | $2.8M |
| Hilltop Holdings Inc. | 0.23% | Add +14.3% | 6,849 | $2.8M |
| Two Sigma Securities, LLC | 0.24% | New | 6,843 | $2.8M |
| Orrstown Financial Services Inc. | 0.41% | No change | 6,802 | $2.8M |
| McNamara Financial Services, Inc. | 0.48% | Add +0.5% | 6,785 | $2.8M |
| Webster Bank, N. A. | 0.24% | Reduce -1.1% | 6,752 | $2.8M |
| Acadian Asset Management LLC | 0.00% | Add +155.4% | 6,753 | $2.8M |
| CFM Wealth Partners LLC | 0.35% | Reduce -1.1% | 6,745 | $2.8M |
| Retirement Planning Group, LLC | 0.07% | Reduce -25.7% | 6,712 | $2.7M |
| Sellwood Investment Partners LLC | 0.97% | No change | 6,690 | $2.7M |
| Global Retirement Partners, LLC | 0.04% | — | 6,668 | $2.7M |
| Cahill Financial Advisors Inc. | 0.26% | No change | 6,644 | $2.7M |
| Wick Capital Partners, LLC | 0.41% | Add +0.5% | 6,564 | $2.7M |
| TSA Wealth Managment LLC | 0.76% | Reduce -0.8% | 6,552 | $2.7M |
| Gladstone Institutional Advisory LLC | 0.08% | Add +180.9% | 6,483 | $2.7M |
| Landaas & Co. /Wi | 0.48% | No change | 6,476 | $2.7M |
| Asset Dedication, LLC | 0.17% | Add +6.3% | 6,475 | $2.7M |
| Eagle Bay Advisors LLC | 1.98% | No change | 6,473 | $2.7M |
| Mayflower Financial Advisors, LLC | 0.23% | Reduce -7.2% | 6,413 | $2.6M |
| ZWJ Investment Counsel Inc. | 0.08% | Reduce -5.3% | 6,372 | $2.6M |
| Broadview Financial Management, LLC | 1.59% | Add +0.2% | 6,370 | $2.6M |
| Fort Washington Investment Advisors Inc. | 0.01% | Reduce -26.1% | 6,370 | $2.6M |
| Savvy Advisors, Inc. | 0.06% | Add +36.6% | 6,360 | $2.6M |
| River Wealth Advisors LLC | 0.27% | Reduce -0.6% | 6,359 | $2.6M |
| Joel Isaacson & Co., LLC | 0.07% | Reduce -7.3% | 6,328 | $2.6M |
| First Citizens Bank & Trust Co. | 0.04% | Add +18.2% | 6,319 | $2.6M |
| Genesee Capital Advisors, LLC | 0.81% | Reduce -1.6% | 6,290 | $2.6M |
| Essex Financial Services, Inc. | 0.13% | Reduce -0.7% | 6,275 | $2.6M |
| Summit Financial, LLC | 0.03% | Add +2.2% | 6,258 | $2.6M |
| D.A. Davidson & Co. | 0.01% | Reduce -0.9% | 6,236 | $2.6M |
| GenWealth Group, Inc. | 0.40% | Reduce -0.9% | 6,229 | $2.6M |
| SVB Wealth LLC | 0.16% | Reduce -28.6% | 6,211 | $2.5M |
| Sightline Wealth Advisors, LLC | 0.93% | Reduce -2.2% | 6,209 | $2.5M |
| Allegheny Financial Group | 0.27% | Reduce -3.8% | 6,195 | $2.5M |
| HighPoint Advisor Group LLC | 0.09% | Add +0.0% | 6,191 | $2.5M |
| Vision Capital Management, Inc. | 0.29% | No change | 6,146 | $2.5M |
| Nadler Financial Group, Inc. | 0.21% | Reduce -5.0% | 6,111 | $2.5M |
| Rossmore Private Capital | 0.20% | No change | 6,095 | $2.5M |
| NorthCrest Asset Manangement, LLC | 0.06% | Add +3.0% | 6,019 | $2.5M |
| Plum Street Advisors, LLC | 0.79% | Reduce -19.9% | 6,043 | $2.5M |
| Foundations Investment Advisors, LLC | 0.03% | Add +2.6% | 6,008 | $2.5M |
| Zenith Solutions, Inc. | 2.23% | — | 5,998 | $2.5M |
| Smithfield Trust Co | 0.10% | No change | 5,967 | $2.4M |
| Bawa N Mallick Trust | 0.79% | No change | 5,960 | $2.4M |
| Scharf Investments, LLC | 0.08% | Add +38.7% | 5,956 | $2.4M |
| GenTrust, LLC | 0.09% | No change | 5,942 | $2.4M |
| Mesirow Financial Investment Management, Inc. | 0.04% | Add +0.2% | 5,923 | $2.4M |
| Capital City Trust Co. | 0.50% | Add +1.4% | 5,884 | $2.4M |
| Truepoint, Inc. | 0.05% | No change | 5,858 | $2.4M |
| Susquehanna International Group, LLP | 0.00% | Reduce -4.0% | 5,792 | $2.4M |
| Horst & Graben Wealth Management LLC | 0.31% | Reduce -0.2% | 5,797 | $2.4M |
| One Wealth Advisors, LLC | 0.26% | Reduce -4.3% | 5,784 | $2.4M |
| Manchester Capital Management LLC | 0.31% | No change | 5,780 | $2.4M |
| Vista Capital Partners, Inc. | 0.21% | No change | 5,779 | $2.4M |
| Berman McAleer LLC | 0.27% | Reduce -0.9% | 5,769 | $2.4M |
| Kiley Juergens Wealth Management, LLC | 0.37% | No change | 5,709 | $2.3M |
| Forum Financial Management, LP | 0.03% | Reduce -16.0% | 5,702 | $2.3M |
| Dorsey & Whitney Trust CO LLC | 0.11% | Reduce -3.2% | 5,657 | $2.3M |
| Auour Investments LLC | 0.65% | Add +1.6% | 5,537 | $2.3M |
| Meramec Financial Planners, LLC | 0.83% | Add +0.1% | 5,602 | $2.3M |
| Almanack Investment Partners, LLC. | 0.29% | Add +218.3% | 5,513 | $2.3M |
| Capital Asset Advisory Services LLC | 0.08% | Reduce -2.3% | 5,510 | $2.3M |
| Axxcess Wealth Management, LLC | 0.04% | New | 5,510 | $2.3M |
| Ade, LLC | 0.95% | Reduce -0.3% | 5,487 | $2.2M |
| Townsend Asset Management Corp. /NC/ | 0.72% | Reduce -3.0% | 5,468 | $2.2M |
| Layline Advisors, LLC | 2.00% | Add +2.8% | 5,457 | $2.2M |
| Tsfg, LLC | 0.28% | Reduce -0.3% | 5,447 | $2.2M |
| Ardent Capital Management, Inc. | 0.92% | Reduce -8.1% | 5,427 | $2.2M |
| Fiera Capital Corp | 0.01% | Reduce -28.6% | 5,388 | $2.2M |
| Nemes Rush Group LLC | 0.18% | Add +0.0% | 5,382 | $2.2M |
| Aspen Investment Management Inc | 0.59% | Reduce -0.4% | 5,369 | $2.2M |
| SC&H Financial Advisors, Inc. | 0.29% | Add +0.0% | 5,280 | $2.2M |
| Headlands Technologies LLC | 0.23% | No change | 5,231 | $2.1M |
| Talisman Wealth Advisors LLC | 1.59% | No change | 5,223 | $2.1M |
| Flputnam Investment Management Co. | 0.03% | Add +4.8% | 5,407 | $2.1M |
| Keebeck Wealth Management | 0.21% | Reduce -1.2% | 5,201 | $2.1M |
| Aviso Wealth Management | 0.73% | No change | 5,200 | $2.1M |
| Eastern Bank | 0.03% | Add +169.5% | 5,194 | $2.1M |
| Lunt Capital Management, Inc. | 0.78% | No change | 5,193 | $2.1M |
| Kingsview Wealth Management, LLC | 0.03% | Reduce -2.5% | 5,178 | $2.1M |
| Asempa Wealth Advisors | 1.61% | Reduce -0.1% | 5,169 | $2.1M |
| Livet Wealth, LLC | 1.22% | Add +0.1% | 5,153 | $2.1M |
| Ausdal Financial Partners, Inc. | 0.08% | Reduce -3.3% | 5,144 | $2.1M |
| Bridges Investment Management Inc. | 0.03% | Reduce -15.2% | 5,127 | $2.1M |
| Peddock Capital Advisors, LLC | 0.42% | Reduce -2.3% | 5,120 | $2.1M |
| Landmark Wealth Management, LLC | 0.50% | Reduce -0.2% | 5,110 | $2.1M |
| Carrera Capital Advisors | 0.31% | Add +0.2% | 5,088 | $2.1M |
| Crestmont Private Wealth LLC | 0.58% | Add +7.1% | 5,078 | $2.1M |
| Morton Capital Management LLC | 0.28% | Add +6.5% | 5,039 | $2.1M |
| Simmons Bank | 0.12% | Reduce -1.4% | 4,989 | $2.0M |
| VestGen Advisors, LLC | 0.06% | Reduce -4.0% | 4,950 | $2.0M |
| Fisher Asset Management | 0.00% | Reduce -2.7% | 4,924 | $2.0M |
| Cypress Wealth Services, LLC | 0.25% | Reduce -8.4% | 4,911 | $2.0M |
| Focus Financial Network, Inc. | 0.06% | Reduce -6.2% | 4,867 | $2.0M |
| Wesbanco Bank Inc. | 0.05% | Reduce -0.1% | 4,866 | $2.0M |
| Detalus Advisors, LLC | 0.39% | Reduce -3.7% | 4,852 | $2.0M |
| Paul R. Ried Financial Group, LLC | 0.86% | Reduce -15.9% | 4,832 | $2.0M |
| Facet Wealth, Inc. | 0.03% | Add +39.5% | 4,818 | $2.0M |
| 17 Capital Partners, LLC | 0.89% | Add +5.6% | 4,797 | $2.0M |
| Westmount Partners, LLC | 0.43% | Reduce -0.9% | 4,776 | $2.0M |
| Wealthcare Capital Management LLC | 0.19% | Add +5.3% | 4,774 | $2.0M |
| Adkins Seale Capital Management LLC | 1.74% | No change | 4,773 | $2.0M |
| Argent Trust Co | 0.06% | No change | 4,772 | $2.0M |
| Legacy Edge Advisors, LLC | 0.18% | No change | 4,763 | $2.0M |
| Tiemann Investment Advisors, LLC | 0.71% | Reduce -1.0% | 4,760 | $1.9M |
| Wedmont Private Capital | 0.05% | Add +16.6% | 4,708 | $1.9M |
| Procyon Advisors, LLC | 0.08% | Add +3.3% | 4,748 | $1.9M |
| Finley Financial, LLC | 0.78% | Reduce -4.4% | 4,745 | $1.9M |
| Greenspring Advisors, LLC | 0.11% | Reduce -1.1% | 4,722 | $1.9M |
| Advisors Capital Management, LLC | 0.02% | Reduce -1.5% | 4,664 | $1.9M |
| Hoxton Planning & Management, LLC | 0.50% | Reduce -2.9% | 4,643 | $1.9M |
| LBJ Family Wealth Advisors, Ltd. | 0.97% | Add +0.1% | 4,662 | $1.9M |
| Parisi Gray Wealth Management | 0.39% | Reduce -2.2% | 4,621 | $1.9M |
| Range Advisory, LLC | 0.22% | Add +9.9% | 4,612 | $1.9M |
| First Financial Corp. | 0.65% | No change | 4,597 | $1.9M |
| Roundview Capital LLC | 0.10% | No change | 4,570 | $1.9M |
| Advisor Resource Council | 0.62% | No change | 4,539 | $1.9M |
| Frank, Rimerman Advisors LLC | 0.11% | No change | 4,535 | $1.9M |
| Huntington National Bank | 0.01% | No change | 4,528 | $1.9M |
| Grandfield & Dodd, LLC | 0.10% | No change | 4,523 | $1.9M |
| Sharkey, Howes & Javer | 0.22% | Reduce -4.4% | 4,517 | $1.8M |
| MidFirst Bank | 0.13% | No change | 4,504 | $1.8M |
| Eq LLC | 0.45% | Reduce -4.9% | 4,467 | $1.8M |
| Indivisible Partners | 0.10% | Add +62.0% | 4,458 | $1.8M |
| Stewardship Concepts Financial Services LLC | 1.22% | Reduce -1.7% | 4,422 | $1.8M |
| Leavell Investment Management, Inc. | 0.07% | Add +4.7% | 4,421 | $1.8M |
| Oppenheimer & Co. Inc. | 0.02% | Reduce -1.7% | 4,413 | $1.8M |
| Colton Groome Financial Advisors, LLC | 0.44% | New | 4,410 | $1.8M |
| Meridian Wealth Management, LLC | 0.06% | Reduce -6.0% | 4,381 | $1.8M |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Reduce -2.9% | 4,331 | $1.8M |
| World Investment Advisors | 0.03% | Reduce -19.8% | 4,550 | $1.8M |
| Peck Wealth Management, LLC | 1.48% | Add +3.4% | 4,291 | $1.8M |
| Certified Advisory Corp | 0.14% | Reduce -0.1% | 4,278 | $1.8M |
| Balance Wealth Partners LLC | 0.46% | Reduce -0.1% | 4,261 | $1.7M |
| First Business Financial Services, Inc. | 0.13% | No change | 4,244 | $1.7M |
| LaSalle St. Investment Advisors, LLC | 0.21% | Add +46.1% | 4,224 | $1.7M |
| Morris Financial Concepts, Inc. | 0.53% | Reduce -1.3% | 4,224 | $1.7M |
| True North Advisors, LLC | 0.17% | Reduce -0.5% | 4,219 | $1.7M |
| NewEdge Wealth, LLC | 0.02% | Reduce -7.7% | 4,167 | $1.7M |
| Callan Family Office, LLC | 0.03% | Reduce -0.6% | 4,130 | $1.7M |
| Bluespring Wealth Management, LLC | 0.03% | Add +33.3% | 4,128 | $1.7M |
| Diversify Advisory Services, LLC | 0.03% | New | 4,148 | $1.7M |
| Diversify Wealth Management, LLC | 0.03% | Reduce -11.3% | 4,148 | $1.7M |
| Coastline Trust Co | 0.15% | Reduce -0.7% | 4,096 | $1.7M |
| Independent Financial Group, LLC | 0.03% | Reduce -14.0% | 4,093 | $1.7M |
| Fifth Third Wealth Advisors LLC | 0.05% | Reduce -1.3% | 4,089 | $1.7M |
| AdvisorNet Financial, Inc | 0.08% | Reduce -4.6% | 4,049 | $1.7M |
| FSM Wealth Advisors, LLC | 0.18% | Add +16.0% | 4,049 | $1.7M |
| Nicolet Bankshares Inc. | 0.05% | Reduce -10.8% | 3,994 | $1.6M |
| Andrews, Lucia Wealth Management LLC | 0.86% | No change | 3,991 | $1.6M |
| Capital Investment Advisors, LLC | 0.02% | Add +4.3% | 3,983 | $1.6M |
| Neumann Capital Management, LLC | 1.08% | No change | 3,978 | $1.6M |
| McCarthy Asset Management, Inc. | 0.76% | — | 3,939 | $1.6M |
| Eagle Strategies LLC | 0.16% | Reduce -1.3% | 3,928 | $1.6M |
| One Capital Management, LLC | 0.04% | No change | 4,477 | $1.6M |
| Equitable Trust Co. | 0.07% | No change | 3,896 | $1.6M |
| Larson Financial Group LLC | 0.04% | Add +4.4% | 3,896 | $1.6M |
| Betterment LLC | 0.00% | Add +8.8% | 3,887 | $1.6M |
| Key Financial Inc | 0.26% | Add +6.2% | 3,880 | $1.6M |
| Balentine LLC | 0.06% | No change | 3,868 | $1.6M |
| James J. Burns & Company, LLC | 0.17% | Reduce -0.9% | 3,863 | $1.6M |
| Tanager Wealth Management LLP | 0.14% | No change | 3,850 | $1.6M |
| Eagle Wealth Strategies LLC | 0.60% | No change | 3,834 | $1.6M |
| Kendall Capital Management | 0.26% | Reduce -8.4% | 3,818 | $1.6M |
| Lee Danner & Bass Inc. | 0.09% | Reduce -0.9% | 3,760 | $1.5M |
| Nuveen, LLC | 0.00% | New | 3,740 | $1.5M |
| Associated Banc-Corp | 0.04% | Add +0.2% | 3,728 | $1.5M |
| Petredis Investment Advisors LLC | 0.10% | No change | 3,684 | $1.5M |
| Ellevest, Inc. | 0.18% | Add +12.2% | 3,945 | $1.5M |
| Benjamin Edwards Inc. | 0.01% | Reduce -3.8% | 3,667 | $1.5M |
| Abundance Wealth Counselors | 0.10% | Add +38.0% | 3,654 | $1.5M |
| ASL Financial, LLC | 1.05% | No change | 3,650 | $1.5M |
| Gilpin Wealth Management, LLC | 1.03% | Reduce -1.8% | 3,641 | $1.5M |
| Valmark Advisers, Inc. | 0.02% | Reduce -1.1% | 3,626 | $1.5M |
| Stableford Capital II LLC | 0.51% | Add +221.1% | 3,622 | $1.5M |
| Cypress Capital Group | 0.14% | Reduce -1.4% | 3,620 | $1.5M |
| SouthState Bank Corp | 0.06% | Reduce -9.8% | 3,596 | $1.5M |
| TD Waterhouse Canada Inc. | 0.00% | No change | 3,600 | $1.5M |
| Brookstone Capital Management | 0.01% | Add +1.5% | 3,589 | $1.5M |
| Hilltop National Bank | 0.31% | No change | 3,568 | $1.5M |
| Heritage Wealth Advisors | 0.05% | No change | 3,548 | $1.5M |
| Whitegate Investment Counselors, Inc. | 0.41% | No change | 3,543 | $1.5M |
| CFS Investment Advisory Services, LLC | 0.10% | Reduce -14.7% | 3,546 | $1.4M |
| W.H. Cornerstone Investments Inc. | 0.82% | Reduce -0.9% | 3,527 | $1.4M |
| Strategic Wealth Partners, Ltd. | 0.09% | Reduce -0.6% | 3,509 | $1.4M |
| Decker Wealth Management LLC | 0.30% | No change | 3,463 | $1.4M |
| PlanVest Financial, Inc | 0.94% | Reduce -2.3% | 3,424 | $1.4M |
| Harbor Asset Planning, Inc. | 1.05% | Add +0.2% | 3,409 | $1.4M |
| Optimist Retirement Group LLC | 0.54% | Reduce -1.3% | 3,407 | $1.4M |
| Colonial Trust Advisors | 0.10% | No change | 3,400 | $1.4M |
| Pathway Financial Advisors LLC | 0.16% | No change | 3,400 | $1.4M |
| Choate Investment Advisors | 0.02% | Reduce -3.5% | 3,391 | $1.4M |
| Simplicity Wealth,LLC | 0.05% | Add +5.2% | 3,386 | $1.4M |
| WealthPlan Investment Management, LLC | 0.07% | Reduce -4.0% | 3,384 | $1.4M |
| Denver PWM, LLC | 0.45% | Add +0.2% | 3,255 | $1.4M |
| Ofc Financial Planning, LLC | 1.23% | Reduce -1.7% | 3,381 | $1.4M |
| McAdam, LLC | 0.05% | Add +173.6% | 3,374 | $1.4M |
| Montecito Bank & Trust | 0.20% | Reduce -1.8% | 3,344 | $1.4M |
| Bollard Group LLC | 0.04% | No change | 3,344 | $1.4M |
| ARK & TLK Investments, LLC | 0.34% | No change | 3,331 | $1.4M |
| Patten & Patten Inc. | 0.07% | No change | 3,329 | $1.4M |
| Vawter Financial, Ltd. | 0.51% | Reduce -1.4% | 3,319 | $1.4M |
| Ti-Trust, Inc. | 0.73% | Reduce -3.0% | 3,317 | $1.4M |
| Brandywine Oak Private Wealth LLC | 0.10% | No change | 3,286 | $1.3M |
| Legacy Private Trust Co. | 0.07% | No change | 3,264 | $1.3M |
| Regimen Wealth, LLC | 0.36% | Add +0.2% | 3,255 | $1.3M |
| Lowe Brockenbrough & Co. Inc. | 0.06% | No change | 3,235 | $1.3M |
| DHJJ Financial Advisors, Ltd. | 0.38% | No change | 3,228 | $1.3M |
| Polaris Investment Advisors, LLC | 0.85% | Reduce -0.1% | 3,225 | $1.3M |
| Meridian Wealth Advisors, LLC | 0.15% | No change | 3,190 | $1.3M |
| Kestra Private Wealth Services, LLC | 0.01% | Reduce -34.1% | 3,172 | $1.3M |
| Note Advisors, LLC | 0.56% | Reduce -0.1% | 3,165 | $1.3M |
| Atalanta Sosnoff Capital, LLC | 0.02% | Reduce -12.0% | 3,145 | $1.3M |
| Wealth Architects, LLC | 0.10% | No change | 3,121 | $1.3M |
| Waters Parkerson & Co., LLC | 0.06% | Reduce -1.3% | 3,110 | $1.3M |
| Benchmark Financial Wealth Advisors, LLC | 0.31% | Add +0.2% | 3,101 | $1.3M |
| Mittelman Wealth Management | 0.84% | Reduce -42.5% | 1,972 | $1.3M |
| Prairie Advisory, LLC | 0.30% | — | 3,094 | $1.3M |
| Spinnaker Trust | 0.06% | No change | 3,092 | $1.3M |
| DAVENPORT & Co LLC | 0.01% | Add +3.3% | 3,084 | $1.3M |
| Waterfront Wealth Inc. | 0.20% | Reduce -0.6% | 3,047 | $1.3M |
| Rockwood Wealth Management, LLC | 0.08% | Reduce -0.1% | 3,071 | $1.3M |
| Wealthquest Corp | 0.08% | No change | 3,058 | $1.3M |
| Heartwood Wealth Advisors LLC | 0.10% | Add +2.7% | 3,055 | $1.3M |
| Cortland Associates Inc. | 0.18% | No change | 3,038 | $1.2M |
| Tassel Capital Management, Inc. | 0.58% | New | 3,016 | $1.2M |
| Capital Advisors, Ltd. LLC | 0.12% | Reduce -0.2% | 2,987 | $1.2M |
| Praetorian Wealth Management, Inc. | 0.21% | Reduce -9.1% | 2,985 | $1.2M |
| IFG Advisors, LLC | 0.17% | Add +0.1% | 2,974 | $1.2M |
| HM Payson & Co. | 0.02% | No change | 2,972 | $1.2M |
| McClarren Financial Advisors, Inc. | 0.63% | Reduce -2.9% | 2,970 | $1.2M |
| BLB&B Advisors, LLC | 0.04% | Reduce -0.7% | 2,962 | $1.2M |
| Instrumental Wealth, LLC | 0.61% | Reduce -7.8% | 2,960 | $1.2M |
| OFS Enterprise LLC | 0.31% | No change | 2,959 | $1.2M |
| Venturi Wealth Management, LLC | 0.05% | Add +0.0% | 2,946 | $1.2M |
| Biondo Investment Advisors, LLC | 0.15% | New | 2,943 | $1.2M |
| First National Bank of Omaha | 0.03% | No change | 2,945 | $1.2M |
| JHP Wealth Management, LLC | 0.98% | Reduce -0.1% | 2,933 | $1.2M |
| Greenleaf Trust | 0.01% | No change | 2,932 | $1.2M |
| Pinnacle Wealth Planning Services, Inc. | 0.11% | Reduce -0.9% | 2,929 | $1.2M |
| CJM Wealth Advisers, Ltd. | 0.31% | No change | 2,926 | $1.2M |
| Tandem Capital Management Corp. | 0.50% | No change | 2,925 | $1.2M |
| First Horizon Corp. | 0.05% | Reduce -27.5% | 2,912 | $1.2M |
| Cozad Asset Management Inc. | 0.08% | No change | 2,904 | $1.2M |
| ATLas Financial Planning LLC | 0.96% | Reduce -9.3% | 2,900 | $1.2M |
| West Paces Advisors Inc. | 0.20% | No change | 2,840 | $1.2M |
| Henrickson Nauta Wealth Advisors, Inc. | 0.28% | Reduce -0.9% | 2,839 | $1.2M |
| Legacy Trust | 0.20% | Reduce -2.1% | 2,825 | $1.2M |
| Pallas Capital Advisors LLC | 0.04% | New | 2,805 | $1.1M |
| Mgo One Seven LLC | 0.02% | Reduce -4.9% | 2,795 | $1.1M |
| Regal Investment Advisors LLC | 0.06% | Reduce -1.6% | 2,792 | $1.1M |
| Semitam Bonam LLC | 0.84% | Reduce -3.8% | 2,787 | $1.1M |
| Pacific Park Financial, Inc. | 0.66% | Reduce -21.3% | 2,780 | $1.1M |
| Independence Bank of Kentucky | 0.13% | Add +491.9% | 2,770 | $1.1M |
| Kickstand Ventures, Llc. | 0.21% | Reduce -1.4% | 2,767 | $1.1M |
| Ancora Advisors LLC | 0.02% | Reduce -5.7% | 2,762 | $1.1M |
| Hamilton Wealth, LLC | 0.21% | No change | 2,745 | $1.1M |
| Segment Wealth Management, LLC | 0.06% | Reduce -0.2% | 2,745 | $1.1M |
| LGL Partners, LLC | 0.41% | Add +0.2% | 2,710 | $1.1M |
| Penobscot Wealth Management | 0.30% | Reduce -50.8% | 2,707 | $1.1M |
| Boston Trust Walden Corp | 0.01% | No change | 2,705 | $1.1M |
| First National Trust Co | 0.04% | No change | 2,700 | $1.1M |
| HTG Investment Advisors, Inc. | 0.28% | No change | 2,696 | $1.1M |
| Stordahl Capital Management, Inc. | 0.20% | Reduce -0.7% | 2,691 | $1.1M |
| Hemenway Trust Co LLC | 0.08% | No change | 2,689 | $1.1M |
| Northstar Group, Inc. | 0.15% | No change | 2,662 | $1.1M |
| NorthCoast Asset Management LLC | 0.02% | Reduce -28.9% | 2,644 | $1.1M |
| Shepherd Financial Partners LLC | 0.09% | No change | 2,627 | $1.1M |
| Nwam LLC | 0.05% | Reduce -11.9% | 2,625 | $1.1M |
| Signal Advisors Wealth, LLC | 0.06% | Add +154.6% | 2,602 | $1.1M |
| Warren Street Wealth Advisors, LLC | 0.24% | No change | 2,599 | $1.1M |
| Deroy & Devereaux Private Investment Counsel Inc. | 0.04% | Add +1.0% | 2,598 | $1.1M |
| Patten Group, Inc. | 0.16% | Reduce -3.3% | 2,590 | $1.1M |
| RMR Wealth Builders | 0.07% | No change | 2,588 | $1.1M |
| Mycio Wealth Partners, LLC | 0.20% | Add +0.1% | 2,582 | $1.1M |
| MassMutual Private Wealth & Trust, FSB | 0.03% | Reduce -5.1% | 2,565 | $1.1M |
| First American Trust, FSB | 0.06% | Add +2.1% | 2,565 | $1.1M |
| IHT Wealth Management, LLC | 0.02% | Add +8.7% | 2,547 | $1.0M |
| Falcon Wealth Planning | 0.07% | Add +0.2% | 2,531 | $1.0M |
| Tranquility Partners, LLC | 0.36% | Add +0.6% | 2,529 | $1.0M |
| Syverson Strege & Co | 0.23% | No change | 2,529 | $1.0M |
| ONE Advisory Partners, LLC | 0.28% | Reduce -0.8% | 2,521 | $1.0M |
| 5T Wealth, LLC | 0.38% | Reduce -9.3% | 2,519 | $1.0M |
| Rockland Trust Co. | 0.04% | Add +1.1% | 2,519 | $1.0M |
| Willis Johnson & Associates, Inc. | 0.06% | Reduce -4.6% | 2,514 | $1.0M |
| Hollencrest Capital Management | 0.07% | No change | 2,504 | $1.0M |
| Cornerstone Financial Management LLC | 0.82% | Reduce -3.9% | 2,498 | $1.0M |
| Moran Wealth Management, LLC | 0.03% | New | 2,484 | $1.0M |
| GQG Partners LLC | 0.00% | Add +123.5% | 2,481 | $1.0M |
| Firethorn Wealth Partners, LLC | 0.33% | Reduce -5.9% | 2,470 | $1.0M |
| Crews Bank & Trust | 0.13% | Add +2021.5% | 2,461 | $1.0M |
| TritonPoint Partners, LLC | 0.08% | Add +51.8% | 2,448 | $1.0M |
| ShoreHaven Wealth Partners, LLC | 0.32% | Reduce -0.4% | 2,446 | $1.0M |
| Tradition Wealth Management, LLC | 0.06% | Reduce -3.5% | 2,437 | $998K |
| Brandes Investment Partners, LP | 0.01% | New | 2,428 | $994K |
| Steelhead Wealth Management LLC | 0.40% | No change | 2,428 | $994K |
| Optivise Advisory Services LLC | 0.50% | Reduce -45.5% | 2,426 | $993K |
| Pacific Financial Group Inc. | 0.48% | No change | 2,421 | $991K |
| Sfmg, LLC | 0.06% | New | 2,416 | $989K |
| Fidelis Capital Partners, LLC | 0.06% | No change | 2,412 | $988K |
| Strategic Advisors LLC | 0.22% | Reduce -1.1% | 2,409 | $987K |
| Kelman-Lazarov, Inc. | 0.13% | No change | 2,403 | $984K |
| Moneco Advisors, LLC | 0.06% | Add +0.2% | 2,396 | $981K |
| Gutierrez Wealth Advisory, LLC | 0.57% | Add +1.7% | 2,389 | $978K |
| Banque Transatlantique SA | 0.02% | New | 2,386 | $977K |
| Penney Financial, LLC | 0.34% | No change | 2,380 | $975K |
| LCNB Corp. | 0.30% | No change | 2,365 | $968K |
| Mayport, LLC | 0.15% | No change | 2,352 | $963K |
| NWF Advisory Services Inc. | 0.09% | Reduce -3.2% | 2,351 | $963K |
| Annex Advisory Services, LLC | 0.02% | Reduce -6.3% | 2,346 | $961K |
| Cornerstone Advisors Asset Management, LLC | 0.13% | Add +0.3% | 2,346 | $961K |
| Topsail Wealth Management, LLC | 0.12% | No change | 2,334 | $956K |
| Stronghold Wealth Management L.L.C. | 1.27% | Reduce -0.2% | 2,322 | $951K |
| Carnegie Investment Counsel | 0.02% | No change | 2,322 | $951K |
| Enzi Wealth | 0.30% | Reduce -0.2% | 2,292 | $943K |
| Vontobel Holding Ltd. | 0.00% | No change | 2,300 | $942K |
| Maloon Powers Pitre Higgins & Dennehy, LLC | 0.32% | — | 2,299 | $941K |
| Resolute Wealth Advisor, Inc. | 0.53% | No change | 2,629 | $937K |
| Graver Capital Management, LLC | 0.67% | No change | 2,286 | $936K |
| Old North State Wealth Management, LLC | 0.40% | Add +0.2% | 2,285 | $936K |
| Soundwatch Capital LLC | 0.10% | Reduce -28.2% | 2,285 | $936K |
| Retirement Wealth Solutions LLC | 0.51% | Add +1.7% | 2,274 | $931K |
| Next Level Private LLC | 0.18% | Add +0.1% | 2,268 | $929K |
| Palatine Hill Wealth Management, LLC | 0.74% | Reduce -5.7% | 2,247 | $920K |
| Westbourne Investment Advisors, Inc. | 0.25% | No change | 2,240 | $917K |
| Salem Investment Counselors Inc. | 0.02% | No change | 2,240 | $917K |
| Fairvoy Private Wealth, LLC | 0.18% | New | 2,227 | $912K |
| Harbor Group, Inc. | 0.11% | Add +0.1% | 2,226 | $911K |
| Kohmann Bosshard Financial Services, LLC | 0.08% | No change | 2,205 | $903K |
| BSW Wealth Partners | 0.10% | No change | 2,197 | $900K |
| Clear Creek Financial Management, LLC | 0.06% | Add +9.2% | 2,195 | $899K |
| Synergy Investment Management, LLC | 0.22% | No change | 2,194 | $898K |
| Verum Partners LLC | 0.13% | Add +0.1% | 2,171 | $889K |
| Gilliland Jeter Wealth Management LLC | 0.23% | Add +2.7% | 2,162 | $885K |
| Kavar Capital Partners Group, LLC | 0.11% | No change | 2,157 | $883K |
| Portland Global Advisors LLC | 0.08% | No change | 2,117 | $867K |
| JB Capital LLC | 0.03% | Add +15.4% | 2,116 | $867K |
| Nomura Asset Management Co. Ltd. | 0.00% | New | 2,115 | $866K |
| IFS Advisors, LLC | 0.41% | Reduce -0.6% | 2,102 | $861K |
| Staley Capital Advisers Inc. | 0.03% | No change | 2,100 | $860K |
| Aviance Capital Partners, LLC | 0.09% | Add +18.9% | 2,099 | $860K |
| Towneley Capital Management, Inc / DE | 0.17% | No change | 2,096 | $858K |
| Dynamic Advisor Solutions LLC | 0.02% | Reduce -3.8% | 2,089 | $856K |
| Claro Advisors Inc. | 0.09% | Add +0.9% | 2,069 | $847K |
| 3 Factor Indexing, LLC | 0.71% | No change | 2,062 | $844K |
| Sax Wealth Advisors, LLC | 0.03% | Add +28.7% | 2,363 | $843K |
| Wealth Alliance, LLC | 0.07% | Reduce -15.2% | 2,056 | $842K |
| CENTRAL TRUST Co | 0.02% | Add +5.2% | 2,053 | $841K |
| Headinvest, LLC | 0.16% | No change | 2,050 | $839K |
| Signaturefd, LLC | 0.01% | Reduce -0.2% | 2,047 | $838K |
| Centaurus Financial, Inc. | 0.03% | Reduce -2.6% | 2,038 | $835K |
| Acorn Wealth Advisors, LLC | 0.20% | No change | 2,038 | $835K |
| Cornerstone Wealth Management, LLC | 0.04% | Add +30.4% | 2,031 | $832K |
| Vanguard Advisers Inc. | 0.00% | Reduce -12.4% | 2,027 | $830K |
| Bogart Wealth, LLC | 0.03% | No change | 2,019 | $827K |
| Fairway Wealth LLC | 0.19% | Reduce -7.5% | 2,016 | $825K |
| Paces Ferry Wealth Advisors, LLC | 0.31% | Reduce -9.9% | 2,012 | $824K |
| SOA Wealth Advisors, LLC. | 0.14% | Reduce -3.3% | 2,008 | $822K |
| Hurlow Wealth Management Group, Inc. | 0.17% | No change | 2,007 | $822K |
| Cibc World Market Inc. | 0.00% | Reduce -1.7% | 2,006 | $821K |
| Riverbridge Partners LLC | 0.02% | Add +1.2% | 2,004 | $821K |
| Hohimer Wealth Management, LLC | 0.09% | No change | 2,003 | $820K |
| Smith Salley Wealth Management | 0.04% | Add +2.8% | 2,003 | $820K |
| Perennial Investment Advisors, LLC | 0.05% | Add +2.7% | 2,002 | $820K |
| Azimuth Capital Investment Management LLC | 0.03% | Reduce -0.1% | 2,002 | $820K |
| Flagship Harbor Advisors, LLC | 0.03% | Reduce -25.2% | 1,993 | $816K |
| Douglass Winthrop Advisors, LLC | 0.01% | No change | 1,990 | $815K |
| Accelerate Investment Advisors LLC | 0.47% | Add +9.9% | 1,982 | $812K |
| Parthenon LLC | 0.08% | No change | 1,980 | $811K |
| Plante Moran Financial Advisors, LLC | 0.04% | Add +4.8% | 1,978 | $810K |
| Gerber Kawasaki Wealth & Investment Management | 0.02% | Add +3.8% | 1,977 | $810K |
| Transcend Capital Advisors, LLC | 0.05% | Reduce -0.3% | 1,977 | $809K |
| GAMMA Investing LLC | 0.03% | Add +239.3% | 1,975 | $809K |
| JSF Financial, LLC | 0.13% | New | 1,971 | $807K |
| Planwiser Financial, LLC | 0.56% | Reduce -7.0% | 1,964 | $804K |
| Transamerica Financial Advisors, LLC | 0.07% | Add +33.0% | 1,960 | $803K |
| Red Door Wealth Management, LLC | 0.07% | Add +70.3% | 1,953 | $800K |
| Ami Asset Management Corp. | 0.05% | Add +175.8% | 1,953 | $800K |
| Soltis Investment Advisors LLC | 0.05% | Add +0.2% | 1,941 | $795K |
| Norden Group LLC | 0.06% | Reduce -2.6% | 1,921 | $787K |
| Buttonwood Financial Advisors Inc. | 0.24% | Reduce -1.5% | 1,919 | $786K |
| Capital International Investors | 0.00% | Add +31.3% | 1,934 | $786K |
| Migdal Insurance & Financial Holdings Ltd. | 0.01% | Add +98.6% | 2,052 | $786K |
| CreativeOne Wealth, LLC | 0.02% | Reduce -19.6% | 1,906 | $781K |
| Citizens National Bank Trust Department | 0.11% | No change | 1,900 | $778K |
| Mechanics Bank Trust Department | 0.10% | No change | 1,900 | $778K |
| Laffer Tengler Investments, Inc. | 0.12% | No change | 1,892 | $775K |
| Sage Private Wealth Group, LLC | 0.35% | Reduce -1.8% | 1,891 | $774K |
| Rose Capital Advisors LLC | 0.41% | — | 1,890 | $774K |
| BankPlus Trust Department | 0.18% | Reduce -5.3% | 1,877 | $769K |
| Global Wealth Management, LLC | 0.39% | Add +0.2% | 1,866 | $764K |
| Heck Capital Advisors, LLC | 0.05% | No change | 1,860 | $762K |
| Cherry Creek Investment Advisors, Inc. | 0.30% | Add +0.2% | 1,856 | $760K |
| Forte Asset Management LLC | 0.31% | No change | 1,855 | $760K |
| Houlihan Financial Resource Group, Ltd. | 0.27% | No change | 1,850 | $758K |
| Omnia Family Wealth, LLC | 0.20% | No change | 1,848 | $757K |
| Oarsman Capital, Inc. | 0.08% | Add +228.7% | 1,847 | $756K |
| Nicholas Hoffman & Company, LLC. | 0.02% | No change | 1,845 | $755K |
| Journey Advisory Group, LLC | 0.06% | No change | 1,836 | $752K |
| Crewe Advisors LLC | 0.05% | No change | 1,833 | $751K |
| Paragon Financial Partners, Inc. | 0.40% | Reduce -0.3% | 1,836 | $750K |
| Delta Investment Management, LLC | 0.12% | No change | 1,829 | $749K |
| United Asset Strategies, Inc. | 0.05% | Reduce -3.5% | 1,828 | $749K |
| Highland Investment Advisors LLC | 0.32% | — | 1,816 | $744K |
| NTV Asset Management LLC | 0.07% | No change | 1,811 | $742K |
| Cornerstone Planning Group LLC | 0.09% | Add +0.1% | 1,813 | $741K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.02% | Add +141.6% | 1,807 | $740K |
| MLG Wealth Management DBA Pine Grove Financial Group | 0.07% | Reduce -7.8% | 1,799 | $737K |
| Wealth Enhancement Trust Services, Inc. | 0.08% | Reduce -0.6% | 1,798 | $736K |
| Summit Wealth Group LLC / Co. | 0.06% | Reduce -12.3% | 1,797 | $736K |
| Wealthcare Capital Partners, LLC | 0.30% | Add +31.2% | 1,783 | $730K |
| Courier Capital LLC | 0.04% | Reduce -0.6% | 1,776 | $727K |
| PACK Private Wealth, LLC | 0.30% | No change | 1,772 | $726K |
| Sprinkle Financial Consultants LLC | 0.28% | Add +0.2% | 1,769 | $725K |
| Western Wealth Management, LLC | 0.02% | Add +0.6% | 1,756 | $719K |
| WNY Asset Management, LLC | 0.06% | Reduce -0.9% | 1,739 | $712K |
| Gilbert Capital Group, Inc. | 0.50% | Reduce -1.0% | 1,736 | $711K |
| New Republic Capital, LLC | 0.16% | Add +48.0% | 1,731 | $709K |
| Diversified Portfolios, Inc. | 0.05% | Reduce -4.1% | 1,727 | $707K |
| Cahaba Wealth Management, Inc. | 0.04% | Add +0.1% | 1,723 | $706K |
| Stock Yards Bank & Trust Co. | 0.02% | No change | 1,721 | $705K |
| KilterHowling LLC | 0.32% | Add +0.2% | 1,719 | $704K |
| Obermeyer Wealth Partners | 0.03% | No change | 1,715 | $702K |
| Avant Financial Advisors LLC | 0.44% | No change | 1,713 | $701K |
| Cardinal Point Capital Management ULC | 0.04% | Add +26.8% | 1,712 | $701K |
| Palisade Asset Management, LLC | 0.06% | No change | 1,711 | $701K |
| Moss Adams Wealth Advisors LLC | 0.04% | No change | 1,711 | $701K |
| PUREfi Wealth, LLC | 0.38% | New | 1,701 | $697K |
| Westshore Wealth, LLC | 0.22% | No change | 1,699 | $696K |
| Tolleson Wealth Management, Inc. | 0.09% | No change | 1,690 | $692K |
| TRUE Private Wealth Advisors | 0.06% | Add +1.6% | 1,682 | $689K |
| AAF Wealth Management, LLC | 0.25% | Reduce -0.2% | 1,681 | $688K |
| Allen Mooney & Barnes Investment Advisors LLC | 0.10% | Add +0.2% | 1,681 | $688K |
| 49 Wealth Management, LLC | 0.13% | New | 1,678 | $687K |
| Alongside, LLC | 0.13% | — | 1,678 | $687K |
| Integrated Investment Consultants, LLC | 0.14% | Add +4.1% | 1,675 | $686K |
| Strategic Wealth Advisors LLC | 0.59% | No change | 1,835 | $685K |
| Stonebridge Financial Group, LLC | 0.05% | No change | 1,647 | $674K |
| Murphy, Middleton, Hinkle & Parker, Inc. | 0.27% | No change | 1,635 | $670K |
| LPWM LLC | 0.15% | Reduce -9.2% | 1,633 | $669K |
| RFG Advisory, LLC | 0.01% | Add +7.3% | 1,626 | $666K |
| Signature Estate & Investment Advisors LLC | 0.01% | Add +6.3% | 1,619 | $663K |
| Black Diamond Financial, LLC | 0.06% | No change | 1,618 | $663K |
| SIMA Wealth Partners, LLC | 0.47% | Reduce -14.2% | 1,617 | $662K |
| Trexquant Investment LP | 0.00% | New | 1,611 | $660K |
| Blankinship & Foster, LLC | 0.13% | Reduce -2.3% | 1,610 | $659K |
| FAS Wealth Partners, Inc. | 0.03% | Add +0.1% | 1,607 | $658K |
| FORM Wealth Advisors, LLC | 0.07% | Reduce -1.5% | 1,600 | $655K |
| Syon Capital LLC | 0.03% | No change | 1,600 | $655K |
| USA Financial Formulas | 0.12% | — | 1,597 | $654K |
| Flagstar Securities, Inc. | 0.20% | Reduce -2.0% | 1,592 | $652K |
| Advyzon Investment Management, LLC | 0.05% | Reduce -0.3% | 1,589 | $651K |
| Notis-McConarty Edward | 0.28% | Reduce -0.9% | 1,585 | $649K |
| Apollon Wealth Management, LLC | 0.01% | Add +0.1% | 1,584 | $648K |
| Powerhouse Assets LLC | 0.52% | No change | 1,572 | $644K |
| Paradigm, Strategies in Wealth Management, LLC | 0.39% | No change | 1,572 | $644K |
| Midland Wealth Advisors, LLC | 0.03% | Reduce -2.2% | 1,572 | $644K |
| Golden Road Advisors LLC | 0.31% | No change | 1,571 | $643K |
| Fulton Breakefield Broenniman LLC | 0.04% | No change | 1,570 | $643K |
| Asset Advisory Group, Inc. | 0.28% | Reduce -0.8% | 1,570 | $643K |
| Qube Research & Technologies Ltd | 0.00% | New | 1,563 | $640K |
| Uniting Wealth Partners, LLC | 0.13% | Reduce -0.9% | 1,560 | $639K |
| Patriot Financial Group Insurance Agency, LLC | 0.07% | Reduce -51.6% | 1,555 | $637K |
| Sigma Planning Corp | 0.02% | Add +14.8% | 1,553 | $636K |
| Balboa Wealth Partners | 0.09% | Add +87.9% | 1,552 | $636K |
| North Berkeley Wealth Management, LLC | 0.26% | No change | 1,551 | $635K |
| Hurley Capital, LLC | 0.33% | No change | 1,550 | $635K |
| Members Trust Co | 0.02% | Reduce -7.5% | 1,550 | $635K |
| Carter Financial Group, INC. | 0.33% | Reduce -2.5% | 1,547 | $633K |
| Gateway Wealth Partners, LLC | 0.04% | Reduce -51.6% | 1,541 | $631K |
| Fermata Advisors, LLC | 0.13% | Reduce -10.3% | 1,540 | $631K |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 0.07% | No change | 1,535 | $629K |
| Greenwood Gearhart LLC | 0.03% | No change | 1,530 | $627K |
| Security National Bank | 0.07% | No change | 1,528 | $626K |
| Canandaigua National Bank & Trust Co. | 0.05% | — | 1,525 | $624K |
| Osborne Partners Capital Management, LLC | 0.03% | No change | 1,524 | $624K |
| Spartan Wealth Advisory Services LLC | 0.05% | No change | 1,519 | $622K |
| MBL Wealth, LLC | 0.04% | Add +1.1% | 1,514 | $620K |
| Crescent Grove Advisors, LLC | 0.05% | Reduce -0.7% | 1,511 | $619K |
| Quotient Wealth Partners, LLC | 0.01% | New | 1,508 | $618K |
| Capital Investment Advisory Services, LLC | 0.04% | Add +1104.0% | 1,505 | $616K |
| Simon Quick Advisors, LLC | 0.02% | Add +6.0% | 1,502 | $615K |
| Yanni & Associates Investment Advisors, LLC | 0.57% | Reduce -8.6% | 1,501 | $615K |
| Proficio Capital Partners LLC | 0.02% | No change | 1,490 | $610K |
| Victory Capital Management Inc. | 0.00% | Add +64.9% | 1,489 | $610K |
| BayBridge Capital Group, LLC | 0.32% | New | 1,487 | $609K |
| Blue Trust, Inc. | 0.01% | Add +3.0% | 1,485 | $608K |
| Harbour Investments, Inc. | 0.01% | Reduce -1.2% | 1,483 | $607K |
| WBH Advisory Inc. | 0.04% | Add +30.2% | 1,482 | $607K |
| Alta Wealth Advisors LLC | 0.16% | Reduce -12.3% | 1,469 | $602K |
| Triad Wealth Partners, LLC | 0.04% | Add +40.0% | 1,450 | $601K |
| Northside Capital Management, LLC | 0.05% | No change | 1,465 | $600K |
| Zacks Investment Management | 0.00% | Add +0.4% | 1,459 | $598K |
| Vestmark Advisory Solutions, Inc. | 0.01% | Reduce -19.5% | 1,455 | $596K |
| Curated Wealth Partners LLC | 0.07% | No change | 1,450 | $594K |
| Geneos Wealth Management Inc. | 0.01% | Add +2.3% | 1,446 | $592K |
| Klingenstein Fields & Co. LP | 0.02% | No change | 1,444 | $591K |
| K.J. Harrison & Partners Inc | 0.08% | No change | 1,443 | $591K |
| Pinnacle Associates Ltd. | 0.01% | No change | 1,432 | $586K |
| Prasad Wealth Partners, LLC | 0.14% | Add +0.2% | 1,430 | $586K |
| Summit Asset Management, LLC | 0.07% | No change | 1,424 | $583K |
| Pennsylvania Capital Management Inc. | 0.15% | No change | 1,418 | $581K |
| Edgestream Partners, L.P. | 0.02% | Reduce -13.4% | 1,411 | $578K |
| Old National Bancorp | 0.01% | Reduce -95.6% | 1,410 | $577K |
| Cary Street Partners Financial LLC | 0.01% | No change | 1,408 | $577K |
| Cogent Private Wealth, Inc. | 0.36% | Reduce -3.7% | 1,404 | $575K |
| PFG Investments, LLC | 0.02% | Reduce -13.6% | 1,400 | $573K |
| Flagship Private Wealth, LLC | 0.20% | Reduce -0.4% | 1,392 | $570K |
| Becker Capital Management Inc. | 0.02% | No change | 1,392 | $570K |
| Farmers National Bank | 0.12% | Reduce -0.3% | 1,388 | $568K |
| Global Wealth Strategies & Associates | 0.11% | Add +4.4% | 1,385 | $567K |
| Ritholtz Wealth Management | 0.01% | Reduce -5.4% | 1,385 | $567K |
| Tudor Investment Corporation | 0.00% | Reduce -82.1% | 1,384 | $567K |
| Sentry LLC | 0.16% | Add +0.1% | 1,383 | $566K |
| Rothschild Investment LLC | 0.02% | No change | 1,370 | $561K |
| Alcosta Capital Management, Inc. | 0.38% | Reduce -24.3% | 1,368 | $560K |
| Ruggaard & Associates LLC | 0.20% | No change | 1,368 | $560K |
| MA Private Wealth | 0.08% | No change | 1,366 | $559K |
| Adelphi Trust Co | 0.37% | No change | 1,364 | $559K |
| W1M Asset Management Ltd | 0.01% | Add +14.4% | 1,360 | $557K |
| Manhattan West Asset Management, LLC | 0.09% | Reduce -37.4% | 1,358 | $556K |
| Chatham Capital Group, Inc. | 0.07% | No change | 1,358 | $556K |
| Lazard Asset Management LLC | 0.00% | Reduce -84.8% | 1,353 | $554K |
| Nestegg Advisors, Inc. | 0.39% | No change | 1,352 | $554K |
| PGIM Custom Harvest LLC | 0.01% | Add +0.3% | 1,350 | $553K |
| Evolution Wealth Management Inc. | 0.33% | No change | 1,350 | $553K |
| Capital Advisors Wealth Management, LLC | 0.06% | Add +5.9% | 1,348 | $552K |
| Stratos Wealth Advisors, LLC | 0.03% | No change | 1,343 | $550K |
| Aaron Wealth Advisors LLC | 0.03% | New | 1,342 | $550K |
| M3 Advisory Group, LLC | 0.28% | Add +0.1% | 1,342 | $550K |
| AssuredPartners Investment Advisors, LLC | 0.05% | No change | 1,340 | $549K |
| 1ST Source Bank | 0.02% | Reduce -30.2% | 1,340 | $549K |
| Bridgewater Advisors Inc. | 0.03% | No change | 1,323 | $549K |
| Coastal Bridge Advisors, LLC | 0.03% | No change | 1,334 | $546K |
| Beaumont Financial Advisors, LLC | 0.03% | Add +0.1% | 1,333 | $546K |
| TD Capital Management LLC | 0.04% | Reduce -3.1% | 1,328 | $544K |
| Arbor Wealth Advisors LLC | 0.33% | No change | 1,322 | $541K |
| Clark Capital Management Group, Inc. | 0.00% | Add +105.3% | 1,304 | $534K |
| Wetzel Investment Advisors, Inc. | 0.18% | No change | 1,299 | $532K |
| Asset Management Group, Inc. | 0.08% | Add +0.2% | 1,291 | $529K |
| Empowered Funds, LLC | 0.00% | Reduce -27.7% | 1,288 | $527K |
| Abacus Wealth Partners, LLC | 0.06% | No change | 1,281 | $525K |
| Abacus Planning Group, Inc. | 0.06% | No change | 1,269 | $520K |
| Factor Wealth Management LTD | 0.08% | Reduce -4.3% | 1,264 | $518K |
| Union Savings Bank | 0.21% | No change | 1,263 | $517K |
| CMH Wealth Management LLC | 0.08% | No change | 1,248 | $511K |
| DV Trading LLC | 0.04% | Reduce -82.1% | 1,247 | $511K |
| Juncture Wealth Strategies, LLC | 0.13% | No change | 1,234 | $505K |
| Argent Capital Management LLC | 0.02% | New | 1,233 | $505K |
| Amundi | 0.00% | New | 1,232 | $505K |
| Drake & Associates, LLC | 0.08% | Add +18.6% | 1,230 | $504K |
| Krilogy Financial LLC | 0.01% | No change | 1,230 | $504K |
| Strategent Financial, LLC | 0.29% | Add +17.1% | 1,228 | $503K |
| Confluence Wealth Services, Inc. | 0.01% | New | 1,223 | $501K |
| SMI Advisory Services, LLC | 0.08% | Reduce -1.9% | 1,203 | $496K |
| Investmark Advisory Group LLC | 0.19% | Reduce -0.8% | 1,209 | $495K |
| Patton Albertson Miller Group, LLC | 0.05% | No change | 1,207 | $494K |
| Independent Wealth Advisors LLC | 0.45% | Reduce -1.0% | 1,206 | $494K |
| Meeder Advisory Services, Inc. | 0.02% | Add +5.0% | 1,205 | $494K |
| Shared Vision Wealth Group LLC | 0.17% | Add +1.8% | 1,203 | $493K |
| V2 Financial group LLC | 0.18% | No change | 1,200 | $491K |
| Integrity Advisory Solutions, LLC | 0.05% | New | 1,198 | $491K |
| Generation Capital Management LLC | 0.30% | No change | 1,190 | $487K |
| Quantbot Technologies LP | 0.02% | New | 1,189 | $487K |
| Maple Capital Management, Inc. | 0.03% | No change | 1,187 | $486K |
| TMB Capital Partners, LLC | 0.15% | No change | 1,183 | $484K |
| Embree Financial Group | 0.05% | Add +0.1% | 1,183 | $484K |
| Rothschild Capital Partners, LLC | 0.10% | Add +0.2% | 1,181 | $484K |
| Wedbush Securities Inc. | 0.01% | Reduce -2.7% | 1,171 | $480K |
| Imprint Wealth LLC | 1.95% | No change | 1,172 | $480K |
| JPL Wealth Management, LLC | 0.10% | No change | 1,171 | $480K |
| Monograph Wealth Advisors, LLC | 0.04% | No change | 1,170 | $479K |
| Wellspring Financial Advisors, LLC | 0.03% | Add +0.2% | 1,167 | $478K |
| Ridgeline Wealth, LLC | 0.28% | No change | 1,163 | $476K |
| Guardian Asset Advisors, LLC | 0.22% | Add +1.1% | 1,157 | $474K |
| First Manhattan Co. Llc. | 0.00% | Reduce -4.5% | 1,155 | $473K |
| Valtinson Bruner Financial Planning LLC | 0.12% | No change | 1,145 | $469K |
| Burke & Herbert Bank & Trust Co. | 0.12% | No change | 1,136 | $465K |
| LVW Advisors, LLC | 0.04% | No change | 1,127 | $462K |
| Dunhill Financial, LLC | 0.09% | Add +84.5% | 1,122 | $460K |
| Meridian Wealth Partners, LLC | 0.06% | No change | 1,111 | $455K |
| Venture Visionary Partners LLC | 0.01% | Add +0.2% | 1,108 | $454K |
| MPWM Advisory Solutions, LLC | 0.21% | No change | 1,107 | $453K |
| Baker Ellis Asset Management LLC | 0.05% | No change | 1,100 | $450K |
| Anchor Investment Management, LLC | 0.03% | Reduce -0.6% | 1,099 | $450K |
| Manning & Napier Advisors LLC | 0.01% | New | 1,097 | $446K |
| TBH Global Asset Management, LLC | 0.08% | Add +27.5% | 1,086 | $445K |
| Acorn Financial Advisory Services Inc. | 0.06% | No change | 1,086 | $445K |
| West Michigan Advisors, LLC | 0.08% | Reduce -2.9% | 1,085 | $444K |
| E6 Portfolios, LLC | 0.35% | Reduce -2.2% | 1,082 | $443K |
| Baring Financial LLC | 0.24% | No change | 1,082 | $443K |
| Pine Haven Investment Counsel, Inc | 0.30% | Reduce -33.3% | 1,080 | $442K |
| XY Planning Network, Inc. | 0.06% | No change | 1,074 | $440K |
| Fortress Financial Group, LLC | 0.22% | No change | 1,070 | $438K |
| Madison Asset Management, LLC | 0.01% | No change | 1,067 | $437K |
| Washington Trust Bank | 0.03% | No change | 1,067 | $437K |
| Clark Asset Management, LLC | 0.03% | No change | 1,065 | $436K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -20.3% | 1,065 | $436K |
| Symphony Financial, Ltd. Co. | 0.05% | Add +1.0% | 1,064 | $436K |
| Droms Strauss Advisors Inc. /Mo/ | 0.10% | New | 1,062 | $435K |
| Pointe Capital Management LLC | 0.19% | Reduce -20.3% | 1,059 | $434K |
| SkyOak Wealth, LLC | 0.07% | Reduce -3.8% | 1,055 | $432K |
| Avantax Planning Partners, Inc. | 0.01% | Add +6.2% | 1,051 | $430K |
| Madison Wealth Partners, Inc | 0.05% | Reduce -0.5% | 1,050 | $430K |
| Rockport Wealth LLC | 0.07% | No change | 1,048 | $429K |
| Astoria Strategic Wealth, Inc. | 0.10% | No change | 1,046 | $428K |
| Disciplined Investments, LLC | 0.14% | No change | 1,045 | $428K |
| WestEnd Advisors, LLC | 0.01% | Reduce -0.9% | 1,045 | $428K |
| Foster & Motley Inc. | 0.02% | Reduce -0.1% | 1,036 | $424K |
| Keystone Wealth Services, LLC | 0.08% | Add +0.1% | 1,035 | $424K |
| Partners Wealth Management, LLC | 0.41% | Reduce -2.4% | 1,027 | $421K |
| Capital Advisors Inc. | 0.01% | Reduce -7.5% | 1,024 | $419K |
| Operose Advisors LLC | 0.08% | No change | 1,022 | $419K |
| Jump Financial, LLC | 0.00% | New | 1,015 | $416K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +0.1% | 1,015 | $416K |
| KCM Investment Advisors LLC | 0.01% | No change | 1,012 | $414K |
| Encompass Wealth Advisors, LLC | 0.13% | Reduce -1.5% | 1,005 | $412K |
| Beirne Wealth Consulting Services, LLC | 0.08% | Reduce -9.2% | 1,003 | $411K |
| SeaCrest Wealth Management, LLC | 0.05% | Reduce -27.4% | 1,004 | $411K |
| HORAN Wealth, LLC | 0.05% | Add +17.9% | 1,002 | $410K |
| Chesapeake Wealth Management | 0.11% | No change | 1,000 | $410K |
| Summit Wealth & Retirement Planning, Inc. | 0.09% | No change | 1,000 | $410K |
| Parr McKnight Wealth Management Group, LLC | 0.05% | No change | 1,000 | $410K |
| Lee, Kelleher & Klein Wealth Management | 0.21% | No change | 997 | $408K |
| Cherry Tree Wealth Management, LLC | 0.08% | No change | 997 | $408K |
| StoneX Group Inc. | 0.02% | Reduce -33.6% | 997 | $408K |
| Madden Advisory Services, Inc. | 0.15% | No change | 996 | $408K |
| Silver Oak Advisory Group, Inc. | 0.16% | No change | 994 | $407K |
| Cambridge Capital Management, LLC | 0.15% | Add +0.2% | 992 | $406K |
| FFT Wealth Management LLC | 0.06% | Add +0.2% | 988 | $404K |
| Kathmere Capital Management, LLC | 0.02% | Add +0.6% | 981 | $402K |
| Bedel Financial Consulting, Inc. | 0.04% | Add +6.9% | 980 | $401K |
| Avity Investment Management Inc. | 0.03% | No change | 979 | $401K |
| Sowell Financial Services LLC | 0.01% | Add +0.1% | 977 | $400K |
| Personal Cfo Solutions, LLC | 0.06% | Reduce -15.7% | 976 | $400K |
| S.A. Mason LLC | 0.12% | No change | 975 | $399K |
| Range Financial Group LLC | 0.11% | No change | 974 | $399K |
| NovaPoint Capital, LLC | 0.08% | New | 967 | $396K |
| Tenon Financial LLC | 0.13% | No change | 966 | $396K |
| Joseph Group Capital Management | 0.08% | Reduce -0.1% | 966 | $396K |
| Howard Wealth Management, LLC | 0.15% | Add +0.2% | 963 | $394K |
| Frederick Financial Consultants, LLC | 0.17% | No change | 962 | $394K |
| Gibson Capital, LLC | 0.06% | No change | 958 | $392K |
| Fulcrum Capital LLC | 0.08% | No change | 957 | $392K |
| Manske Wealth Management | 0.10% | New | 954 | $391K |
| Kingswood Wealth Advisors, LLC | 0.02% | Reduce -9.4% | 948 | $388K |
| Advisory Alpha, LLC | 0.01% | Add +0.1% | 943 | $386K |
| Etesian Wealth Advisors, Inc. | 0.11% | No change | 940 | $385K |
| Orgel Wealth Management, LLC | 0.01% | No change | 940 | $385K |
| Ameritas Advisory Services, LLC | 0.01% | Add +17.3% | 936 | $383K |
| Navigation Group, LLC | 0.07% | Add +12.8% | 931 | $381K |
| Advus Financial Partners, LLC | 0.09% | No change | 927 | $380K |
| Aft, Forsyth & Company, Inc. | 0.18% | Add +0.2% | 922 | $378K |
| Verdence Capital Advisors LLC | 0.02% | Reduce -50.4% | 922 | $377K |
| Northland Securities, Inc. | 0.22% | Add +0.4% | 916 | $375K |
| Uptick Partners, LLC | 0.06% | Reduce -0.8% | 915 | $375K |
| ODonnell Financial Services, LLC | 0.11% | No change | 914 | $374K |
| Columbia Bank | 0.08% | No change | 913 | $374K |
| 55 North Private Wealth, LLC | 0.07% | Add +0.1% | 912 | $373K |
| Sherman Wealth Management LLC | 0.28% | Add +0.2% | 912 | $373K |
| National Bank of Canada | 0.00% | Reduce -0.4% | 907 | $371K |
| Valley Forge Investment Consultants Inc. Adv | 0.10% | No change | 903 | $370K |
| Atlas Brown,Inc. | 0.10% | Reduce -10.0% | 900 | $369K |
| Wealthgarden F.S. LLC | 0.21% | No change | 895 | $367K |
| Saxon Interests, Inc. | 0.10% | No change | 895 | $367K |
| Parkwoods Wealth Partners, LLC | 0.06% | Add +0.1% | 895 | $366K |
| Adell Harriman & Carpenter Inc. | 0.02% | No change | 893 | $366K |
| Kelly Financial Services LLC | 0.08% | Reduce -1.0% | 888 | $364K |
| Cape Cod Five Cents Savings Bank | 0.03% | — | 886 | $363K |
| Accretive Wealth Partners, LLC | 0.09% | No change | 883 | $362K |
| Townsquare Capital LLC | 0.07% | Reduce -4.0% | 882 | $361K |
| Lawood & Co. | 0.24% | Reduce -36.7% | 881 | $361K |
| Reynders McVeigh Capital Management, LLC | 0.02% | Reduce -2.7% | 877 | $359K |
| XTX Topco Ltd | 0.00% | Reduce -95.8% | 876 | $359K |
| Legacy Wealth Management, LLC / MS | 0.09% | Reduce -2.8% | 875 | $358K |
| NBT Bank, N.A. | 0.02% | Reduce -7.0% | 870 | $356K |
| MidAtlantic Capital Management, Inc. | 0.22% | No change | 869 | $356K |
| Sage Rhino Capital LLC | 0.06% | No change | 866 | $355K |
| Intellus Advisors LLC | 0.04% | No change | 863 | $353K |
| Kanawha Capital Management LLC | 0.02% | No change | 863 | $353K |
| Mosaic Family Wealth Partners, LLC | 0.02% | Add +0.1% | 856 | $351K |
| Financial Alternatives, Inc | 0.17% | No change | 851 | $348K |
| Glass Jacobson Investment Advisors llc | 0.11% | No change | 851 | $348K |
| Werba Rubin Papier Wealth Management | 0.04% | Add +0.2% | 850 | $348K |
| Arsenal Capital Advisors LLC | 0.20% | No change | 846 | $347K |
| RAM Investment Partners, LLC | 0.05% | No change | 836 | $342K |
| Allred Capital Management, LLC | 0.11% | No change | 835 | $342K |
| Wealth Advisors of Iowa, LLC | 0.09% | No change | 832 | $341K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.04% | Reduce -2.1% | 826 | $338K |
| Victory Financial Group, LLC | 0.04% | Reduce -0.1% | 826 | $338K |
| Aureus Asset Management, LLC | 0.02% | Reduce -12.7% | 824 | $337K |
| Greenhouse Wealth Management, LLC | 0.24% | Reduce -0.1% | 823 | $337K |
| Bar Harbor Wealth Management | 0.02% | No change | 822 | $337K |
| BlueChip Wealth Advisors LLC | 0.13% | No change | 812 | $333K |
| Principle Wealth Partners LLC | 0.02% | Reduce -3.0% | 812 | $333K |
| Kapstone Financial Advisors LLC | 0.14% | No change | 810 | $332K |
| Hutchinson Capital Management | 0.06% | No change | 806 | $330K |
| Abound Wealth Management | 0.07% | No change | 805 | $329K |
| Schonfeld Strategic Advisors LLC | 0.00% | New | 803 | $329K |
| Melfa Wealth Management, Inc. | 0.18% | No change | 800 | $328K |
| Legacy Financial Group, Inc. | 0.08% | Reduce -1.6% | 800 | $328K |
| Iowa State Bank | 0.05% | No change | 800 | $328K |
| Rathbones Group PLC | 0.00% | Add +0.5% | 797 | $326K |
| Isthmus Partners, LLC | 0.03% | No change | 795 | $326K |
| Schuylkill Financial LLC | 0.30% | — | 793 | $325K |
| SmartHarvest Portfolios, LLC | 0.10% | Reduce -3.6% | 793 | $325K |
| Builder Investment Group Inc. | 0.06% | No change | 793 | $325K |
| Calton & Associates, Inc. | 0.05% | Reduce -6.0% | 789 | $323K |
| Stone Summit Wealth LLC | 0.08% | No change | 788 | $323K |
| AMJ Financial Wealth Management | 0.08% | No change | 903 | $322K |
| IPG Investment Advisors LLC | 0.05% | No change | 781 | $320K |
| Faithward Advisors, LLC | 0.04% | Add +0.1% | 781 | $320K |
| Family Office Research LLC | 0.12% | No change | 776 | $318K |
| Thrive Wealth Management, LLC | 0.04% | Add +14.8% | 775 | $317K |
| Boston Research & Management Inc. | 0.07% | No change | 768 | $314K |
| Lewis Asset Management, LLC | 0.11% | Add +0.1% | 766 | $314K |
| Blom & Howell Financial Planning, Inc. | 0.26% | Reduce -3.8% | 766 | $314K |
| IFG Advisory, LLC | 0.01% | New | 765 | $313K |
| Holistic Financial Partners | 0.19% | No change | 760 | $311K |
| Highview Capital Management LLC | 0.09% | No change | 760 | $311K |
| Millington Financial Advisors, LLC | 0.12% | No change | 764 | $311K |
| Pacific Asset Management, LLC | 0.15% | Add +0.3% | 758 | $310K |
| KDK Private Wealth Management, LLC | 0.26% | No change | 754 | $309K |
| Unified Investment Management | 0.29% | Reduce -13.8% | 753 | $308K |
| Alesco Advisors, LLC, An ESL Co | 0.01% | Reduce -6.2% | 751 | $308K |
| Hegarty Advisors, LLC | 0.21% | No change | 749 | $307K |
| First Commonwealth Financial Corp | 0.04% | No change | 748 | $306K |
| Missouri Trust & Investment Co | 0.08% | No change | 750 | $306K |
| Everhart Financial Group, Inc. | 0.02% | Add +1.9% | 747 | $306K |
| Kemnay Advisory Services Inc. | 0.04% | Add +14.3% | 743 | $304K |
| Tritonpoint Wealth, LLC | 0.03% | Add +24.4% | 739 | $303K |
| Private Capital Management, LLC | 0.03% | Add +4.1% | 737 | $302K |
| WealthCollab, LLC | 0.11% | No change | 730 | $299K |
| Bearing Point Capital, LLC | 0.04% | No change | 730 | $299K |
| MTM Investment Management, LLC | 0.09% | Add +0.3% | 729 | $298K |
| Rialto Wealth Management, LLC | 0.06% | No change | 727 | $298K |
| Jacobson & Schmitt Advisors, LLC | 0.05% | No change | 727 | $298K |
| Redhawk Wealth Advisors, Inc. | 0.03% | Add +0.1% | 725 | $297K |
| TFR Capital, LLC. | 0.08% | No change | 725 | $297K |
| Wealth Dimensions Group, Ltd. | 0.05% | No change | 724 | $296K |
| Wealth Effects LLC | 0.08% | No change | 723 | $296K |
| Rydar Equities, Inc. | 0.17% | Add +0.3% | 723 | $296K |
| SHP Wealth Management | 0.02% | Reduce -13.2% | 721 | $295K |
| EPG Wealth Management LLC | 0.07% | No change | 720 | $295K |
| Colonial Trust Co / SC | 0.04% | Add +192.3% | 719 | $294K |
| Accel Wealth Management | 0.07% | New | 718 | $294K |
| Absolute Capital Management, LLC | 0.07% | Reduce -29.9% | 717 | $294K |
| Oak Wealth Advisors LLC | 0.14% | Reduce -11.9% | 717 | $294K |
| GEM Asset Management, LLC | 0.12% | No change | 716 | $293K |
| Kintra Wealth, LLC | 0.02% | Add +15.5% | 687 | $293K |
| Aspect Partners, LLC | 0.11% | No change | 702 | $287K |
| Quadcap Wealth Management, LLC | 0.03% | Reduce -0.6% | 701 | $287K |
| CapWealth Advisors, LLC | 0.02% | New | 700 | $287K |
| State Street Corp. | 0.00% | No change | 700 | $287K |
| Matrix Asset Advisors Inc. | 0.02% | No change | 698 | $286K |
| Trust Co. of Vermont | 0.01% | — | 697 | $285K |
| Beacon Harbor Wealth Advisors, Inc. | 0.06% | Reduce -13.5% | 698 | $285K |
| 626 Financial, LLC | 0.11% | No change | 691 | $283K |
| Fielder Capital Group LLC | 0.06% | No change | 690 | $283K |
| Titleist Asset Management, LLC | 0.02% | Reduce -1.7% | 688 | $282K |
| Snowden Capital Advisors LLC | 0.01% | Reduce -6.9% | 687 | $281K |
| St Germain D J Co. Inc. | 0.01% | No change | 687 | $281K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.01% | Reduce -25.1% | 687 | $281K |
| King Wealth Management Group | 0.03% | No change | 686 | $281K |
| Timonier Family Office, LTD. | 0.08% | — | 685 | $281K |
| Prairieview Wealth Partners, LLC | 0.21% | No change | 684 | $280K |
| Lanark Financial, Inc. | 0.02% | No change | 683 | $280K |
| LongView Wealth Management | 0.07% | Reduce -13.4% | 682 | $279K |
| Summit Place Financial Advisors, LLC | 0.12% | No change | 682 | $279K |
| Quest Investment Management LLC | 0.03% | Add +0.7% | 680 | $278K |
| New England Professional Planning Group Inc. | 0.10% | No change | 678 | $278K |
| RFG - Bristol Wealth Advisors, LLC | 0.07% | Add +0.1% | 678 | $278K |
| Colter Lewis Investment Partners LLC | 0.12% | No change | 677 | $277K |
| Invesco Ltd. | 0.00% | New | 674 | $276K |
| Silicon Valley Capital Partners | 0.02% | Add +0.1% | 670 | $274K |
| Bigelow Investment Advisors, LLC | 0.10% | No change | 670 | $274K |
| Bond & Devick Financial Network, Inc. | 0.07% | No change | 663 | $271K |
| LexAurum Advisors, LLC | 0.03% | No change | 662 | $271K |
| Fortis Capital Management LLC | 0.03% | Reduce -2.8% | 660 | $270K |
| Tempo Wealth, LLC | 0.04% | Add +0.1% | 660 | $270K |
| Petix & Botte Co | 0.05% | Add +100.0% | 658 | $269K |
| Revolve Wealth Partners, LLC | 0.03% | Reduce -1.1% | 656 | $269K |
| Avise Financial Cooperative, Inc. | 0.19% | No change | 655 | $268K |
| Beverly Hills Private Wealth, LLC | 0.05% | New | 655 | $268K |
| Elevation Point Wealth Partners, LLC | 0.01% | No change | 655 | $268K |
| Transcendent Capital Group LLC | 0.10% | New | 655 | $268K |
| Vicus Capital | 0.02% | New | 653 | $267K |
| Pflug Koory, LLC | 0.11% | No change | 652 | $267K |
| Integral Investment Advisors, Inc. | 0.06% | No change | 652 | $267K |
| Affinity Wealth Management LLC | 0.03% | No change | 652 | $267K |
| B.O.S.S. Retirement Advisors, LLC | 0.07% | Reduce -0.9% | 651 | $266K |
| Financial Gravity Companies, Inc. | 0.04% | — | 647 | $265K |
| Gould Asset Management LLC | 0.04% | No change | 644 | $264K |
| Seneschal Advisors, LLC | 0.18% | No change | 643 | $263K |
| Gainline Financial Partners, LLC | 0.25% | — | 642 | $263K |
| NWK Group, Inc. | 0.08% | No change | 640 | $262K |
| Athena Investment Management | 0.15% | Reduce -10.5% | 637 | $261K |
| Marco Investment Management LLC | 0.02% | No change | 635 | $260K |
| Trek Financial, LLC | 0.01% | No change | 635 | $260K |
| Novare Capital Management LLC | 0.02% | No change | 632 | $259K |
| Aspen Grove Capital, LLC | 0.04% | No change | 631 | $258K |
| Schaeffer Financial LLC | 0.20% | No change | 629 | $258K |
| AGH Wealth Advisors, LLC | 0.16% | No change | 625 | $256K |
| Fi3 FINANCIAL ADVISORS, LLC | 0.06% | Reduce -12.8% | 2,500 | $256K |
| New Capital Management LP | 0.06% | New | 622 | $255K |
| Roberts Glore & Co. Inc. | 0.06% | No change | 619 | $253K |
| Calamos Advisors LLC | 0.00% | Reduce -95.2% | 618 | $253K |
| Fiduciary Financial Advisors | 0.03% | New | 618 | $253K |
| Boston Family Office LLC | 0.02% | Add +9.4% | 617 | $253K |
| Tucker Asset Management LLC | 0.06% | Reduce -5.8% | 613 | $251K |
| JNBA Financial Advisors | 0.02% | Reduce -8.9% | 613 | $251K |
| Daymark Wealth Partners, LLC | 0.01% | New | 613 | $251K |
| COFG Advisors, LLC | 0.04% | New | 611 | $250K |
| Pennington Partners & Co., LLC | 0.08% | Add +0.2% | 610 | $250K |
| Latitude Advisors, LLC | 0.10% | Add +1.2% | 609 | $249K |
| Capital Asset Managemnet, LLC | 0.56% | Reduce -78.4% | 609 | $249K |
| Howland Capital Management LLC | 0.01% | No change | 609 | $249K |
| Capital Research Global Investors | 0.00% | Reduce -54.2% | 611 | $248K |
| Equity Investment Corp. | 0.00% | New | 606 | $248K |
| Bingham Private Wealth, LLC | 0.17% | No change | 605 | $248K |
| Prudent Investors Network, Inc. | 0.05% | No change | 605 | $248K |
| Wimmer Associates 1, LLC | 0.11% | No change | 604 | $247K |
| Vision Retirement, LLC | 0.06% | Reduce -13.8% | 600 | $246K |
| Somerville Kurt F | 0.06% | Reduce -50.0% | 600 | $246K |
| Freedom Day Solutions, LLC | 0.05% | Reduce -0.2% | 600 | $246K |
| Mindset Wealth Management, LLC | 0.05% | New | 600 | $246K |
| Prestige Wealth Management Group LLC | 0.04% | No change | 600 | $246K |
| Nations Financial Group Inc, /Ia/ | 0.01% | Add +0.2% | 599 | $245K |
| Olde Wealth Management, LLC | 0.07% | Reduce -3.1% | 599 | $245K |
| InvesTrust | 0.09% | Reduce -0.2% | 594 | $243K |
| Windsor Capital Management, LLC | 0.06% | Reduce -1.8% | 592 | $243K |
| Resurgent Financial Advisors LLC | 0.07% | Reduce -5.0% | 592 | $242K |
| Autumn Glory Partners, LLC | 0.07% | No change | 591 | $242K |
| Williams Jones Wealth Management, LLC. | 0.00% | New | 591 | $242K |
| Sterling Financial Planning, Inc. | 0.07% | No change | 589 | $241K |
| Vista Finance, LLC | 0.13% | No change | 588 | $241K |
| Founders Financial Alliance, LLC | 0.03% | Reduce -49.8% | 586 | $240K |
| Twin Peaks Wealth Advisors, LLC | 0.05% | Reduce -31.2% | 585 | $240K |
| Fort Sheridan Advisors LLC | 0.03% | No change | 585 | $240K |
| Baron Silver Stevens Financial Advisors, LLC | 0.03% | No change | 583 | $239K |
| Marks Group Wealth Management, Inc | 0.02% | No change | 583 | $239K |
| Wernau Asset Management Inc. | 0.23% | Reduce -45.3% | 580 | $238K |
| Marin Bay Wealth Advisors, LLC | 0.13% | No change | 579 | $237K |
| Samalin Investment Counsel, LLC | 0.08% | Add +0.2% | 578 | $237K |
| Cassaday & Co Wealth Management LLC | 0.00% | No change | 577 | $236K |
| Shira Ridge Wealth Management | 0.08% | No change | 576 | $236K |
| SageView Advisory Group, LLC | 0.01% | Add +0.2% | 575 | $236K |
| Mountain Pacific Investment Advisers LLC | 0.04% | No change | 573 | $235K |
| PKS Advisory Services, LLC | 0.04% | New | 572 | $234K |
| Galvin, Gaustad & Stein, LLC | 0.02% | Reduce -3.4% | 572 | $234K |
| MorganRosel Wealth Management, LLC | 0.08% | No change | 571 | $234K |
| Fayez Sarofim & Co | 0.00% | Reduce -40.3% | 571 | $234K |
| Signature Wealth Management Partners, LLC | 0.11% | No change | 570 | $233K |
| Howe & Rusling Inc. | 0.01% | Add +45.6% | 568 | $233K |
| Northstar Advisory Group, LLC | 0.07% | Add +0.2% | 567 | $232K |
| BBR Partners, LLC | 0.01% | No change | 564 | $231K |
| Howard Capital Management, LLC | 0.00% | Reduce -14.2% | 563 | $230K |
| Moors & Cabot, Inc. | 0.01% | No change | 562 | $230K |
| Granite Bay Wealth Management, LLC | 0.02% | New | 561 | $230K |
| Bennett Selby Investments LP | 0.07% | No change | 561 | $230K |
| Bull Harbor Capital LLC | 0.04% | No change | 561 | $230K |
| BridgePort Financial Solutions, LLC | 0.06% | New | 560 | $229K |
| Bison Wealth, LLC | 0.02% | Add +0.2% | 555 | $228K |
| Dorato Capital Management | 0.15% | Reduce -2.3% | 553 | $228K |
| Balefire, LLC | 0.04% | New | 556 | $228K |
| Brady Family Wealth, LLC | 0.07% | New | 556 | $228K |
| RVW Wealth, LLC | 0.01% | New | 555 | $227K |
| HFG Wealth Management, LLC | 0.23% | New | 552 | $226K |
| CWS Financial Advisors, LLC | 0.05% | New | 550 | $225K |
| UNIVEST FINANCIAL Corp | 0.01% | New | 550 | $225K |
| Blume Capital Management, Inc. | 0.03% | No change | 550 | $225K |
| Colorado Capital Management, Inc. | 0.08% | No change | 550 | $225K |
| SP Asset Management LLC | 0.02% | New | 546 | $224K |
| Horizon Wealth Management, LLC | 0.03% | New | 546 | $224K |
| Root Financial Partners, LLC | 0.01% | Reduce -0.9% | 546 | $224K |
| International Assets Investment Management, LLC | 0.01% | Reduce -5.2% | 545 | $223K |
| Spectrum Asset Management, Inc. (NB/CA) | 0.06% | Reduce -27.6% | 541 | $222K |
| Interchange Capital Partners, LLC | 0.04% | New | 540 | $221K |
| Hardy Reed LLC | 0.01% | New | 540 | $221K |
| Goldstone Financial Group, LLC | 0.02% | Reduce -29.7% | 538 | $220K |
| Libra Wealth LLC | 0.06% | New | 538 | $220K |
| Independent Wealth Network Inc. | 0.06% | New | 537 | $220K |
| Matisse Capital | 0.09% | New | 537 | $220K |
| Argos Wealth Advisors, LLC | 0.06% | New | 536 | $219K |
| Private Trust Co. NA | 0.02% | Reduce -2.5% | 536 | $219K |
| Coastwise Capital Group, LLC | 0.13% | New | 535 | $219K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 535 | $219K |
| Advocate Group LLC | 0.03% | Reduce -41.9% | 533 | $218K |
| Littlejohn Financial Services, Inc. | 0.16% | Reduce -8.9% | 529 | $217K |
| City State Bank | 0.05% | No change | 525 | $215K |
| Telos Capital Management, Inc. | 0.02% | New | 524 | $215K |
| National Wealth Management Group, LLC | 0.07% | New | 523 | $214K |
| Financial Plan, Inc. | 0.02% | New | 523 | $214K |
| Legacy Wealth Partners, LLC | 0.05% | New | 522 | $214K |
| LifeSteps Financial, Inc. | 0.10% | New | 520 | $213K |
| A4 Wealth Advisors LLC | 0.14% | New | 518 | $212K |
| Investment Advisory Group, LLC | 0.05% | New | 518 | $212K |
| CoreCap Advisors, LLC | 0.01% | No change | 517 | $212K |
| Ritter Daniher Financial Advisory LLC / DE | 0.03% | Reduce -4.8% | 516 | $211K |
| SMART Wealth LLC | 0.05% | New | 513 | $210K |
| Beacon Capital Management, LLC | 0.03% | New | 507 | $207K |
| Clifford Group, LLC | 0.14% | New | 506 | $207K |
| Gateway Investment Advisers LLC | 0.00% | New | 505 | $207K |
| Wealth Quarterback LLC | 0.06% | New | 505 | $207K |
| Axis Wealth Partners, LLC | 0.10% | New | 504 | $206K |
| Purkiss Capital Advisors LLC | 0.08% | New | 504 | $206K |
| Downshift Financial, LLC | 0.09% | New | 502 | $206K |
| HighRoad Wealth Advisors, LLC | 0.17% | New | 502 | $205K |
| Donalies Financial Planning, LLC | 0.15% | New | 500 | $205K |
| Carmel Capital Partners, LLC | 0.07% | Reduce -16.1% | 500 | $205K |
| Sonata Capital Group Inc. | 0.07% | New | 500 | $205K |
| Ignite Planners, LLC | 0.03% | New | 500 | $205K |
| Trifecta Capital Advisors, LLC | 0.03% | No change | 500 | $205K |
| Quantum Financial Advisors, LLC | 0.02% | New | 500 | $205K |
| Main Street Financial Solutions, LLC | 0.01% | New | 500 | $205K |
| Affinity Capital Advisors, LLC | 0.03% | New | 495 | $204K |
| Park National Corp. | 0.01% | New | 497 | $204K |
| C M Bidwell & Associates Ltd. | 0.08% | No change | 496 | $203K |
| Beaird Harris Wealth Management, LLC | 0.01% | No change | 496 | $203K |
| Bailard, Inc. | 0.00% | New | 495 | $203K |
| Avid Wealth Partners LLC | 0.10% | Reduce -70.0% | 494 | $202K |
| Investors Asset Management of Georgia Inc. /Ga/ | 0.07% | New | 494 | $202K |
| Foguth Wealth Management, LLC. | 0.02% | New | 498 | $202K |
| Ingalls & Snyder LLC | 0.01% | New | 493 | $202K |
| Coyle Financial Counsel LLC | 0.04% | New | 491 | $201K |
| Creative Capital Management Investments LLC | 0.05% | No change | 482 | $197K |
| First Pacific Financial | 0.02% | Reduce -6.3% | 479 | $196K |
| Millstone Evans Group, LLC | 0.11% | No change | 478 | $196K |
| Hantz Financial Services, Inc. | 0.00% | Add +4.1% | 458 | $188K |
| Signature Equity Partners, LLC | 0.09% | Reduce -1.3% | 455 | $186K |
| Compass Financial Management LLC | 0.02% | — | 442 | $186K |
| Pin Oak Investment Advisors Inc. | 0.13% | No change | 445 | $182K |
| Copia Wealth Management | 0.11% | No change | 435 | $178K |
| N.E.W. Advisory Services LLC | 0.01% | No change | 434 | $178K |
| Westside Investment Management, Inc. | 0.02% | No change | 430 | $176K |
| First Command Advisory Services, Inc. | 0.00% | No change | 429 | $176K |
| Integrity Financial Corp | 0.08% | No change | 416 | $170K |
| Creative Financial Designs Inc. | 0.01% | Reduce -7.2% | 412 | $169K |
| Family Manage LLC | 0.02% | No change | 405 | $166K |
| Armstrong Advisory Group, Inc. | 0.01% | Add +269.7% | 403 | $165K |
| Founders Capital Management | 0.07% | No change | 395 | $162K |
| London Co. of Virginia | 0.00% | Add +22.5% | 392 | $161K |
| Financial Life Planners | 0.10% | No change | 385 | $158K |
| Institute for Wealth Management, LLC. | 0.01% | New | 374 | $153K |
| Cedar Mountain Advisors, LLC | 0.03% | No change | 368 | $151K |
| SJS Investment Consulting Inc. | 0.02% | No change | 367 | $150K |
| Roxbury Financial LLC | 0.11% | Add +3.5% | 353 | $144K |
| Horizon Investments, LLC | 0.00% | Reduce -50.0% | 349 | $143K |
| Barclays PLC | 0.00% | Add +750.0% | 340 | $139K |
| Winthrop Capital Management, LLC | 0.03% | No change | 330 | $135K |
| Key Capital Management, INC | 0.07% | No change | 322 | $132K |
| Marquette Associates, Inc. | 0.10% | No change | 321 | $131K |
| Paladin Advisory Group, LLC | 0.08% | No change | 308 | $126K |
| Private Wealth Asset Management, LLC | 0.01% | No change | 307 | $126K |
| Frazier Financial Advisors, LLC | 0.06% | No change | 300 | $123K |
| Milestone Investment Advisors LLC | 0.03% | No change | 300 | $123K |
| Tompkins Financial Corp. | 0.01% | No change | 291 | $119K |
| Salomon & Ludwin, LLC | 0.01% | No change | 290 | $119K |
| Pacific Center for Financial Services | 0.03% | No change | 286 | $117K |
| Hughes Financial Services, LLC | 0.02% | No change | 286 | $117K |
| Kozak & Associates, Inc. | 0.02% | No change | 285 | $117K |
| Angeles Wealth Management, LLC | 0.01% | Add +202.1% | 284 | $116K |
| Innovative Asset Advisors Group, LLC | 0.05% | No change | 282 | $116K |
| Quent Capital, LLC | 0.01% | Reduce -18.3% | 281 | $115K |
| Keating Financial Advisory Services, Inc. | 0.01% | No change | 265 | $109K |
| Maryland Capital Advisors Inc. | 0.03% | — | 261 | $107K |
| HHM Wealth Advisors, LLC | 0.01% | No change | 258 | $106K |
| CX Institutional | 0.00% | Reduce -0.4% | 256 | $105K |
| Brown, Lisle/Cummings, Inc. | 0.02% | No change | 252 | $103K |
| Security National Bank of Sioux City Iowa | 0.04% | New | 240 | $98K |
| Trust Co. of Toledo NA | 0.01% | Add +10.7% | 238 | $97K |
| Avalon Trust Co | 0.01% | Reduce -17.5% | 235 | $96K |
| GeoWealth Management, LLC | 0.00% | Reduce -6.5% | 231 | $95K |
| Investment Counsel Co. of Nevada | 0.18% | Add +360.0% | 230 | $94K |
| IMA Advisory Services, Inc. | 0.01% | New | 228 | $93K |
| Bay Harbor Wealth Management, LLC | 0.02% | No change | 212 | $87K |
| Ascentis Wealth Management, LLC | 0.01% | No change | 211 | $86K |
| Providence Capital Advisors, LLC | 0.01% | No change | 209 | $85K |
| Silver Grove Financial Group, Inc. | 0.05% | No change | 205 | $84K |
| Chung Wu Investment Group, LLC | 0.05% | New | 200 | $82K |
| Washington Trust Advisors, Inc. | 0.01% | No change | 200 | $82K |
| NORTHSTAR ASSET MANAGEMENT Co | 0.02% | New | 200 | $81K |
| Windsor Advisory Group, LLC | 0.06% | No change | 187 | $77K |
| Steigerwald, Gordon & Koch Inc. | 0.01% | No change | 186 | $76K |
| Sims Investment Management, LLC | 0.02% | New | 183 | $75K |
| Regatta Research & Money Management | 0.07% | — | 178 | $73K |
| SYM FINANCIAL Corp | 0.01% | No change | 178 | $73K |
| Addison Advisors LLC | 0.03% | No change | 171 | $70K |
| Valley National Advisers Inc. | 0.01% | No change | 170 | $70K |
| Caldwell Trust Co | 0.01% | No change | 168 | $69K |
| WealthShield Partners, LLC | 0.01% | Reduce -55.2% | 167 | $68K |
| TOP Private Wealth LLC. | 0.06% | — | 160 | $66K |
| Investors Research Corp | 0.01% | Reduce -45.4% | 159 | $65K |
| Cary Street Partners Investment Advisory LLC | 0.01% | Reduce -15.6% | 157 | $64K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.02% | No change | 157 | $64K |
| FWL Investment Management, LLC | 0.01% | No change | 153 | $63K |
| Motco | 0.01% | Reduce -44.9% | 151 | $62K |
| Aventura Private Wealth, LLC | 0.02% | No change | 146 | $60K |
| Chilton Capital Management LLC | 0.00% | No change | 145 | $59K |
| Farmers & Merchants Trust Co of Chambersburg PA | 0.01% | No change | 145 | $59K |
| Forum Finance Group S.A. | 0.02% | No change | 175 | $58K |
| Evolution Advisers, Inc. | 0.02% | Add +50.0% | 135 | $55K |
| Allspring Global Investments Holdings, LLC | 0.00% | Add +48.9% | 134 | $55K |
| RMG Wealth Management LLC | 0.01% | No change | 129 | $55K |
| Avion Wealth | 0.01% | No change | 130 | $53K |
| Cordgrass Capital Advisors, LLC | 0.02% | Reduce -29.8% | 125 | $51K |
| Timmons Wealth Management, LLC | 0.04% | No change | 118 | $48K |
| GW&K Investment Management, LLC | 0.00% | No change | 114 | $47K |
| Mb, Levis & Associates, LLC | 0.02% | No change | 114 | $47K |
| Eukles Asset Management | 0.02% | Reduce -75.2% | 111 | $45K |
| Golden State Wealth Management, LLC | 0.00% | Reduce -76.0% | 106 | $44K |
| Red Reef Advisors LLC | 0.04% | No change | 106 | $43K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 106 | $43K |
| Fourth Dimension Wealth, LLC | 0.01% | No change | 102 | $42K |
| Brooklyn FI, LLC | 0.01% | New | 101 | $41K |
| Pinney & Scofield, Inc. | 0.02% | Reduce -55.6% | 100 | $41K |
| Pension & Wealth Management Advisors, Inc. | 0.01% | Add +1.0% | 99 | $41K |
| LRI Investments, LLC | 0.00% | No change | 96 | $39K |
| Barnes Dennig Private Wealth Management LLC | 0.03% | No change | 90 | $37K |
| Wagner Wealth Management, LLC | 0.01% | No change | 89 | $36K |
| Breakwater Investment Management | 0.01% | No change | 86 | $35K |
| Advocate Investing Services LLC | 0.03% | No change | 83 | $34K |
| Oakworth Capital, Inc. | 0.00% | New | 83 | $34K |
| Rossby Financial, LCC | 0.01% | No change | 82 | $34K |
| Orion Capital Management LLC | 0.01% | No change | 81 | $33K |
| Redwood Park Advisors LLC | 0.02% | No change | 76 | $31K |
| Quest 10 Wealth Builders, Inc. | 0.02% | No change | 75 | $31K |
| 1 North Wealth Services LLC | 0.01% | No change | 75 | $31K |
| REAP Financial Group, LLC | 0.01% | Add +1.4% | 75 | $31K |
| Gill Capital Partners, LLC | 0.01% | Reduce -38.1% | 73 | $30K |
| Logan Capital Management Inc. | 0.00% | — | 71 | $29K |
| NFSG Corp | 0.00% | No change | 67 | $27K |
| Holos Integrated Wealth LLC | 0.01% | No change | 66 | $27K |
| MCF Advisors LLC | 0.00% | Add +127.6% | 66 | $27K |
| Atlantic Edge Private Wealth Management, LLC | 0.01% | No change | 65 | $27K |
| Foster Dykema Cabot & Partners, LLC | 0.00% | No change | 64 | $26K |
| Luminist Capital LLC | 0.03% | New | 62 | $25K |
| Caitlin John, LLC | 0.01% | No change | 61 | $25K |
| Glen Eagle Advisors, LLC | 0.00% | No change | 59 | $24K |
| Robinswood Financial LLC | 0.01% | No change | 50 | $21K |
| Pacifica Partners Inc. | 0.01% | Reduce -23.1% | 50 | $20K |
| Quantum Portfolio Management LLC | 0.01% | New | 47 | $19K |
| Peachtree Investment Partners, LLC | 0.01% | No change | 43 | $18K |
| Ankerstar Wealth, LLC | 0.01% | No change | 42 | $17K |
| Elevation Wealth Partners, LLC | 0.01% | No change | 41 | $17K |
| Tradewinds Capital Management, LLC | 0.00% | No change | 40 | $16K |
| Hoey Investments, Inc. | 0.00% | No change | 39 | $16K |
| Capital Analysts, LLC | 0.00% | Reduce -73.8% | 37 | $15K |
| McDonald Partners LLC | 0.00% | New | 36 | $15K |
| IAG Wealth Partners, LLC | 0.00% | Reduce -16.2% | 31 | $13K |
| Smallwood Wealth Investment Management, LLC | 0.01% | No change | 30 | $13K |
| Steph & Co. | 0.00% | No change | 30 | $12K |
| Caldwell Sutter Capital, Inc. | 0.00% | No change | 28 | $11K |
| Beacon Investment Advisory Services, Inc. | 0.00% | No change | 27 | $11K |
| Prosperity Bancshares Inc | 0.01% | New | 25 | $10K |
| Strategic Investment Solutions, Inc. | 0.00% | No change | 25 | $10K |
| Piscataqua Savings Bank | 0.01% | No change | 25 | $10K |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 0.01% | No change | 24 | $10K |
| Davis Capital Management | 0.01% | No change | 21 | $9K |
| Barrett & Company, Inc. | 0.00% | No change | 17 | $7K |
| Wilkerson Advisory Group LLC | 0.00% | Reduce -6.3% | 15 | $7K |
| Kentucky Trust Co | 0.00% | No change | 15 | $6K |
| Alpine Bank Wealth Management | 0.00% | New | 13 | $5K |
| Winch Advisory Services, LLC | 0.00% | No change | 12 | $5K |
| Rosenberg Matthew Hamilton | 0.00% | No change | 12 | $5K |
| Evermay Wealth Management LLC | 0.00% | No change | 12 | $5K |
| Arlington Trust Co LLC | 0.00% | No change | 11 | $5K |
| Bfsg, LLC | 0.00% | No change | 10 | $4K |
| Mascoma Wealth Management LLC | 0.00% | Reduce -97.0% | 8 | $3K |
| SBI Securities Co., Ltd. | 0.00% | Reduce -75.9% | 7 | $3K |
| Deutsche Bank AG | 0.00% | Reduce -99.6% | 6 | $2K |
| Noble Wealth Management PBC | 0.00% | No change | 5 | $2K |
| Montgomery Financial Services LLC | 0.00% | — | 3 | $1K |
| Burk Holdings LLC | 0.00% | No change | 2 | $831 |
| Ares Financial Consulting, LLC | 0.00% | No change | 1 | $410 |
"% of holder's portfolio" is IWB's weight in each manager's 13F, not the share of iShares Russell 1000 ETF the manager owns.