iShares Russell 1000 ETFIWBETF

13F holders, Q2 2026 (June 30)
1,556holders +81
117new positions
38sold out
6famous investors
$408.34avg. 13F price*

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

InstitutionsTotal Value
New Positions117$363.3M
Exits38$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.