iShares Russell 1000 Value EIWDETF
13F holders, Q1 2024 (March 31)1,542holders
4famous investors
$179.06avg. 13F price*
At the end of Q1 2024, 1,542 institutions reported holding iShares Russell 1000 Value E (IWD) in their 13F filings. The largest holders were Bank of America Corp. ($8.9B), Morgan Stanley ($5.0B) and Goldman Sachs Group Inc. ($2.8B). 4 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- iShares Russell 1000 Value E
- CUSIP
- 464287598
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 81 | $93.9M |
| Exits | 97 | $359.4M |
Ownership 1,542 holders
| Bank of America Corp. | 0.88% | Reduce -10.6% | 49,796,810 | $8.9B |
| Morgan Stanley | 0.40% | Reduce -1.2% | 27,872,029 | $5.0B |
| Goldman Sachs Group Inc. | 0.59% | Reduce -1.0% | 15,546,201 | $2.8B |
| FMR LLC | 0.12% | Reduce -2.8% | 10,354,679 | $1.9B |
| Financial Engines Advisors L.L.C. | 3.96% | Reduce -2.9% | 9,806,320 | $1.8B |
| JPMorgan Chase & Co. | 0.16% | Reduce -2.3% | 9,725,382 | $1.7B |
| Jones Financial Companies LLLP | 2.05% | Reduce -4.3% | 8,401,595 | $1.5B |
| UBS Group AG | 0.42% | Reduce -4.5% | 7,077,031 | $1.3B |
| Envestnet Asset Management Inc. | 0.42% | Reduce -12.3% | 6,283,696 | $1.1B |
| Wells Fargo & Company | 0.22% | Reduce -7.4% | 4,544,968 | $814.0M |
| Northern Trust Corp. | 0.11% | Reduce -1.6% | 3,698,945 | $662.5M |
| Baird Financial Group, Inc. | 1.39% | Add +0.6% | 3,695,068 | $661.8M |
| M&T Bank Corp | 2.28% | Reduce -0.4% | 3,660,916 | $655.7M |
| Raymond James & Associates | 0.44% | Reduce -0.3% | 3,632,089 | $650.5M |
| PNC Financial Services Group, Inc. | 0.41% | Add +0.1% | 3,297,987 | $590.7M |
| LPL Financial LLC | 0.31% | Add +7.2% | 3,190,479 | $571.4M |
| Synovus Financial Corp. | 6.51% | Add +0.5% | 2,799,214 | $501.4M |
| Jasper Ridge Partners, L.P. | 14.20% | Add +17.0% | 2,521,082 | $451.6M |
| BlackRock Inc. | 0.01% | Reduce -40.0% | 2,277,133 | $407.9M |
| Truist Financial Corp. | 0.62% | Reduce -13.7% | 2,276,853 | $407.8M |
| Commonwealth Equity Services, LLC | 0.63% | Add +0.9% | 2,115,035 | $378.8M |
| Royal Bank of Canada | 0.09% | Reduce -12.7% | 2,029,988 | $363.6M |
| GLOBALT Investments LLC / GA | 13.99% | Reduce -2.1% | 1,961,432 | $351.3M |
| Alaska Permanent Fund Corp | 5.09% | Add +85.8% | 1,929,517 | $345.6M |
| Alliancebernstein L.P. | 0.12% | Reduce -3.6% | 1,853,417 | $332.0M |
| Stifel Financial Corp. | 0.34% | Reduce -15.5% | 1,663,243 | $297.9M |
| Prudential Financial Inc. | 0.38% | Add +12.6% | 1,522,990 | $272.8M |
| Tiaa Trust, National Association | 0.69% | Reduce -1.3% | 1,265,994 | $226.8M |
| Cetera Investment Advisers | 0.52% | Add +162.1% | 1,223,017 | $219.1M |
| Rockefeller Capital Management L.P. | 0.56% | Reduce -18.4% | 1,065,067 | $190.8M |
| Ameriprise Financial Inc. | 0.05% | Reduce -5.5% | 1,035,662 | $185.7M |
| Citigroup Inc. | 0.20% | Reduce -1.0% | 1,036,400 | $185.6M |
| Stairway Partners, LLC | 14.89% | Add +28.3% | 1,029,059 | $184.3M |
| HighTower Advisors, LLC | 0.29% | Reduce -2.8% | 998,710 | $178.9M |
| US Bancorp \de | 0.25% | Add +0.6% | 993,630 | $178.0M |
| Comerica Bank | 0.76% | Reduce -8.0% | 989,703 | $177.3M |
| Waldron Private Wealth LLC | 7.28% | Reduce -1.1% | 900,430 | $161.3M |
| Raymond James Financial Services Advisors, Inc. | 0.23% | Add +0.0% | 852,970 | $152.8M |
| Hackensack Meridian Health, Inc. | 19.89% | No change | 826,000 | $147.9M |
| Bank of New York Mellon Corp | 0.03% | Reduce -0.5% | 796,261 | $142.6M |
| Commerce Bank | 0.92% | Reduce -0.6% | 774,377 | $138.7M |
| Wealth Enhancement Advisory Services, LLC | 0.35% | Reduce -1.1% | 750,245 | $134.4M |
| Oakworth Capital, Inc. | 10.05% | Add +1.5% | 745,441 | $133.5M |
| Alera Investment Advisors, LLC | 18.02% | Reduce -8.7% | 744,086 | $133.3M |
| Stephens Inc. | 1.84% | Reduce -1.2% | 663,856 | $118.9M |
| 1ST Source Bank | 6.86% | Add +11.5% | 659,143 | $118.1M |
| Johns Hopkins University | 4.35% | No change | 623,115 | $111.6M |
| Circle Wealth Management, LLC | 2.72% | Reduce -1.5% | 611,273 | $109.5M |
| Mariner, LLC | 0.21% | Add +1.5% | 561,715 | $100.6M |
| Creative Planning | 0.10% | Add +0.3% | 524,227 | $93.9M |
| BNP Paribas Financial Markets | 0.11% | Add +1.0% | 510,428 | $91.4M |
| Corient Private Wealth LP | 0.16% | Add +0.3% | 486,172 | $87.1M |
| Equitable Holdings, Inc. | 0.97% | Add +0.6% | 478,392 | $85.7M |
| Osaic Holdings, Inc. | 0.19% | Reduce -32.5% | 477,625 | $85.6M |
| Modera Wealth Management, LLC | 1.26% | Reduce -2.0% | 462,448 | $82.8M |
| Strategic Wealth Partners Group, LLC | 8.65% | Reduce -0.6% | 437,499 | $78.4M |
| Northwestern Mutual Wealth Management Co. | 0.08% | Reduce -1.1% | 427,271 | $76.5M |
| Cedar Mountain Advisors, LLC | 18.24% | Add +0.6% | 404,913 | $72.5M |
| Fifth Third Bancorp | 0.28% | Reduce -13.4% | 402,677 | $72.1M |
| Bank of Nova Scotia | 0.14% | Reduce -4.8% | 382,825 | $68.6M |
| MML Investors Services, LLC | 0.28% | Reduce -4.5% | 379,583 | $68.0M |
| Cassaday & Co Wealth Management LLC | 2.21% | Reduce -1.0% | 378,680 | $67.8M |
| Cresset Asset Management, LLC | 0.33% | Reduce -69.3% | 377,806 | $67.7M |
| MV Capital Management, Inc. | 7.73% | Reduce -1.0% | 377,065 | $67.5M |
| Captrust Financial Advisors | 0.25% | Add +8.7% | 376,830 | $67.5M |
| Landaas & Co. /Wi | 21.04% | Add +1.6% | 361,108 | $64.7M |
| Stephens Group Asset Management, LLC | 5.90% | Add +1.0% | 360,760 | $64.6M |
| Pathstone Holdings, LLC | 0.30% | Add +6.8% | 355,085 | $63.6M |
| Geller Advisors LLC | 5.03% | Reduce -12.4% | 346,163 | $62.0M |
| Choreo, LLC | 1.57% | Reduce -1.6% | 340,651 | $61.0M |
| Focus Partners Wealth | 0.49% | Add +510.8% | 334,297 | $59.9M |
| Cullen/Frost Bankers, Inc. | 0.87% | Reduce -1.4% | 329,049 | $58.9M |
| Private Advisor Group, LLC | 0.42% | Reduce -1.5% | 326,779 | $58.5M |
| EP Wealth Advisors, LLC | 0.66% | Reduce -2.3% | 315,528 | $56.5M |
| Moneta Group Investment Advisors LLC | 0.92% | Add +26.4% | 314,743 | $56.4M |
| MAI Capital Management | 0.57% | Add +20.3% | 302,622 | $54.2M |
| StoneX Group Inc. | 4.85% | Add +2.0% | 301,462 | $54.0M |
| First Business Financial Services, Inc. | 5.54% | Add +0.6% | 288,324 | $51.6M |
| Brown Advisory Inc. | 0.07% | Reduce -5.5% | 288,041 | $51.6M |
| Thrivent Financial for Lutherans | 0.09% | Add +2.6% | 262,838 | $47.1M |
| Wind River Trust Co | 16.51% | No change | 253,335 | $45.4M |
| FSA Wealth Management LLC | 19.42% | Add +3.0% | 249,131 | $44.6M |
| Gainplan LLC | 21.49% | New | 248,109 | $44.4M |
| Steward Partners Investment Advisory, LLC | 0.47% | Reduce -0.8% | 240,289 | $43.0M |
| Bridges Investment Management Inc. | 1.34% | Add +2.0% | 239,722 | $42.9M |
| Flaharty Asset Management, LLC | 6.13% | Reduce -5.4% | 230,618 | $41.3M |
| Badgley Phelps Wealth Managers, LLC | 1.01% | Reduce -34.3% | 225,080 | $40.3M |
| Brandywine Global Investment Management, LLC | 0.29% | Reduce -6.3% | 224,282 | $40.2M |
| Franklin Resources Inc. | 0.01% | Add +527.2% | 219,815 | $39.4M |
| Nadler Financial Group, Inc. | 4.81% | Reduce -0.4% | 217,999 | $39.0M |
| Relyea Zuckerberg Hanson LLC | 6.83% | Add +1.8% | 217,546 | $39.0M |
| NorthCoast Asset Management LLC | 0.50% | Add +11189.7% | 217,439 | $38.9M |
| Kestra Advisory Services, LLC | 0.26% | Add +21.8% | 212,875 | $38.1M |
| Paulson Wealth Management Inc. | 11.19% | Add +5.8% | 212,415 | $38.0M |
| Comprehensive Financial Management LLC | 1.22% | No change | 210,233 | $37.7M |
| Mesirow Financial Investment Management, Inc. | 0.86% | Add +5.3% | 210,170 | $37.6M |
| Blair William & Co. | 0.12% | Add +0.8% | 207,511 | $37.2M |
| First Horizon Advisors, Inc. | 1.14% | Reduce -5.6% | 205,861 | $36.9M |
| Mission Wealth Management, LP | 0.97% | Add +3.4% | 201,831 | $36.1M |
| Simon Quick Advisors, LLC | 2.70% | Reduce -0.2% | 200,835 | $36.0M |
| Regions Financial Corp. | 0.27% | Reduce -0.6% | 197,508 | $35.4M |
| Graypoint LLC | 2.55% | Add +15.4% | 197,004 | $35.3M |
| German American Bancorp, Inc. | 4.19% | Add +1.2% | 194,330 | $34.8M |
| CW Advisors, LLC | 0.58% | Add +2.7% | 188,516 | $33.8M |
| Jmac Enterprises LLC | 6.24% | Add +9.9% | 187,390 | $33.6M |
| Cerity Partners LLC | 0.09% | Reduce -76.8% | 187,309 | $33.5M |
| Mercer Global Advisors Inc. | 0.09% | Reduce -53.6% | 177,157 | $32.9M |
| Janney Montgomery Scott LLC | 0.10% | Reduce -26.5% | 182,366 | $32.7M |
| Johnson Financial Group, Inc. | 1.76% | Reduce -2.4% | 182,212 | $32.6M |
| TRUE Private Wealth Advisors | 3.60% | Add +6.0% | 175,251 | $31.4M |
| LBJ Family Wealth Advisors, Ltd. | 19.54% | Add +1.1% | 171,719 | $30.8M |
| CIBC Private Wealth Group LLC | 0.06% | Add +0.3% | 167,141 | $29.8M |
| American Century Companies Inc. | 0.02% | Reduce -35.6% | 165,196 | $29.6M |
| Envestnet Portfolio Solutions, Inc. | 0.11% | Reduce -28.7% | 163,819 | $29.3M |
| Pinnacle Financial Partners Inc | 0.63% | Reduce -5.1% | 161,902 | $29.0M |
| HB Wealth Management, LLC | 0.35% | Reduce -1.7% | 156,942 | $28.1M |
| Lwmg, LLC | 6.26% | Add +5.4% | 151,386 | $27.1M |
| Keybank National Association | 0.11% | Reduce -3.4% | 150,356 | $26.9M |
| AMG National Trust Bank | 0.75% | Add +0.0% | 143,255 | $25.7M |
| Waterloo Capital, L.P. | 3.25% | Add +102.4% | 141,730 | $25.4M |
| Beirne Wealth Consulting Services, LLC | 10.74% | Add +39.2% | 141,445 | $25.3M |
| Covenant Partners, LLC | 7.15% | Reduce -0.1% | 136,936 | $24.5M |
| RMR Wealth Builders | 2.96% | Add +0.4% | 136,539 | $24.5M |
| Dynamic Advisor Solutions LLC | 0.83% | Add +0.8% | 136,429 | $24.4M |
| HSBC Holdings PLC | 0.02% | Add +1.7% | 134,689 | $24.1M |
| Savant Capital, LLC | 0.27% | Reduce -1.3% | 132,507 | $23.7M |
| Capital Advisors, Ltd. LLC | 3.06% | Add +1.6% | 130,911 | $23.4M |
| CX Institutional | 1.12% | Reduce -1.6% | 129,322 | $23.2M |
| Cambridge Investment Research Advisors, Inc. | 0.09% | Reduce -0.4% | 128,715 | $23.1M |
| Crestone Asset Management LLC | 4.59% | Reduce -0.5% | 127,433 | $22.8M |
| Fulton Bank, N.A. | 0.93% | Reduce -0.4% | 127,031 | $22.8M |
| Waverly Advisors, LLC | 0.53% | Reduce -5.7% | 126,415 | $22.6M |
| Bank of Montreal | 0.01% | Reduce -2.6% | 125,700 | $22.5M |
| PFW Advisors LLC | 6.85% | Reduce -2.0% | 125,114 | $22.4M |
| TD Private Client Wealth LLC | 0.73% | Reduce -19.2% | 124,601 | $22.3M |
| Relative Value Partners Group, LLC | 1.39% | Reduce -0.3% | 133,159 | $22.0M |
| Corundum Group, Inc. | 10.52% | No change | 121,769 | $21.8M |
| Pacific Sage Partners, LLC | 5.56% | Reduce -1.5% | 119,866 | $21.5M |
| Woodard & Co. Asset Management Group Inc. | 5.65% | Reduce -0.8% | 118,104 | $21.2M |
| Awm Capital, LLC | 3.48% | Reduce -6.2% | 116,612 | $20.9M |
| Wilbanks Smith & Thomas Asset Management LLC | 0.57% | Add +0.0% | 114,110 | $20.4M |
| Financial Counselors Inc. | 0.34% | Reduce -6.1% | 112,460 | $20.1M |
| Principal Financial Group Inc. | 0.01% | Add +25.4% | 109,302 | $19.6M |
| Parkside Financial Bank & Trust | 3.07% | Reduce -1.6% | 106,233 | $19.0M |
| TruWealth Advisors, LLC | 1.32% | Add +6.4% | 105,295 | $18.9M |
| Lincoln National Corp. | 0.29% | Add +1.1% | 102,892 | $18.4M |
| Simplicity Wealth,LLC | 0.44% | Add +514.8% | 101,965 | $18.3M |
| Legacy Edge Advisors, LLC | 3.80% | Add +13.1% | 101,825 | $18.2M |
| Atria Wealth Solutions, Inc. | 0.20% | Reduce -11.2% | 100,995 | $18.1M |
| BTC Capital Management, Inc. | 1.64% | — | 100,270 | $18.0M |
| United Capital Financial Advisors, LLC | 0.15% | Reduce -2.7% | 100,249 | $18.0M |
| Buckingham Strategic Wealth, LLC | 0.19% | Add +9.7% | 99,960 | $17.9M |
| Westshore Wealth, LLC | 7.25% | Add +5.0% | 97,046 | $17.4M |
| Lindbrook Capital, LLC | 1.62% | Reduce -1.0% | 96,393 | $17.3M |
| Venture Visionary Partners LLC | 0.81% | Add +5.3% | 94,911 | $17.0M |
| Stratos Investment Management, LLC | 1.65% | Reduce -2.9% | 94,332 | $16.9M |
| GHP Investment Advisors, Inc. | 0.82% | Add +0.1% | 92,817 | $16.6M |
| FDx Advisors, Inc. | 2.51% | Reduce -7.3% | 92,430 | $16.6M |
| Westwood Holdings Group Inc. | 0.13% | Reduce -5.9% | 90,716 | $16.2M |
| CM Wealth Advisors LLC | 4.60% | Add +2447.6% | 92,069 | $16.1M |
| Wealthspire Advisors, LLC | 0.21% | Reduce -1.0% | 88,704 | $15.9M |
| Rwa Wealth Partners, LLC | 0.21% | Add +431.6% | 87,356 | $15.6M |
| Hirtle & Co., LLC | 0.77% | Reduce -4.8% | 86,283 | $15.5M |
| Noble Family Wealth, LLC | 4.35% | Reduce -0.3% | 85,300 | $15.3M |
| Integrated Investment Consultants, LLC | 4.13% | Reduce -0.3% | 83,827 | $15.0M |
| Mill Creek Capital Advisors, LLC | 0.40% | No change | 83,031 | $14.9M |
| Bleakley Financial Group, LLC | 0.43% | Reduce -21.7% | 82,589 | $14.8M |
| Independent Family Office, LLC | 7.94% | No change | 82,555 | $14.8M |
| NewEdge Advisors, LLC | 0.13% | Add +0.8% | 82,192 | $14.7M |
| Carolinas Wealth Consulting LLC | 2.90% | Reduce -2.3% | 82,087 | $14.7M |
| New York Life Investment Management LLC | 0.14% | Reduce -28.0% | 80,863 | $14.5M |
| Country Club Bank | 1.02% | Reduce -16.7% | 80,686 | $14.5M |
| Raymond James Trust N.A. | 0.35% | Reduce -0.9% | 80,321 | $14.4M |
| Natixis Advisors, LLC | 0.03% | Reduce -5.9% | 79,831 | $14.3M |
| First Citizens Bank & Trust Co. | 0.27% | Reduce -3.0% | 79,787 | $14.3M |
| Massachusetts Financial Services Co. | 0.00% | Reduce -78.7% | 79,146 | $14.2M |
| RTD Financial Advisors, Inc. | 1.90% | Add +2.8% | 79,064 | $14.2M |
| Silvercrest Asset Management Group LLC | 0.09% | Reduce -25.2% | 77,723 | $13.9M |
| Glenmede Trust Co. NA | 0.07% | Reduce -7.7% | 76,246 | $13.7M |
| Cwm, LLC | 0.07% | Add +28.4% | 75,350 | $13.5M |
| Keel Point, LLC | 1.39% | Add +2.8% | 75,168 | $13.5M |
| Nuveen Asset Management, LLC | 0.00% | Reduce -65.2% | 74,605 | $13.4M |
| CHURCHILL MANAGEMENT Corp | 0.16% | Add +0.7% | 72,850 | $13.0M |
| Haverford Trust Co | 0.13% | Reduce -3.5% | 71,948 | $12.9M |
| Equity Investment Corp. | 0.32% | Reduce -71.4% | 71,736 | $12.8M |
| Insight 2811, Inc. | 6.56% | Add +0.5% | 71,310 | $12.8M |
| Beacon Pointe Advisors, LLC | 0.14% | Reduce -3.8% | 70,938 | $12.7M |
| Kestra Private Wealth Services, LLC | 0.29% | Add +2.2% | 70,895 | $12.7M |
| Avantax Advisory Services, Inc. | 0.11% | Reduce -16.6% | 70,504 | $12.6M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.28% | Reduce -1.1% | 69,787 | $12.5M |
| MetLife Investment Management, LLC | 0.08% | Add +4.3% | 69,700 | $12.5M |
| GTS Securities LLC | 0.33% | Reduce -30.4% | 68,978 | $12.4M |
| Summit Wealth & Retirement Planning, Inc. | 4.34% | Reduce -0.5% | 67,914 | $12.2M |
| Montag A & Associates Inc. | 0.60% | Add +3.3% | 67,254 | $12.0M |
| Voya Investment Management LLC | 0.01% | Reduce -19.7% | 67,069 | $12.0M |
| Nottingham Advisors, Inc. | 1.46% | Reduce -1.3% | 66,819 | $12.0M |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -6.3% | 66,090 | $11.8M |
| Orion Porfolio Solutions, LLC | 0.13% | Reduce -58.9% | 66,076 | $11.8M |
| Orion Portfolio Solutions, LLC | 0.13% | Reduce -58.9% | 66,076 | $11.8M |
| XML Financial, LLC | 1.21% | Add +0.1% | 65,914 | $11.8M |
| Willis Johnson & Associates, Inc. | 1.02% | Reduce -4.9% | 65,759 | $11.8M |
| Goelzer Investment Management, Inc. | 0.64% | Reduce -0.6% | 63,300 | $11.3M |
| Prism Advisors, Inc. | 3.37% | Reduce -0.1% | 62,579 | $11.2M |
| Breakwater Capital Group | 2.78% | Reduce -1.9% | 61,713 | $11.1M |
| Visionary Wealth Advisors | 0.74% | Reduce -18.0% | 61,482 | $11.0M |
| Certuity, LLC | 0.97% | Reduce -16.8% | 61,404 | $11.0M |
| FMA Wealth Management, LLC | 9.06% | Add +0.0% | 61,025 | $10.9M |
| Retirement Income Solutions, Inc. | 2.46% | Reduce -4.2% | 60,507 | $10.8M |
| Montecito Bank & Trust | 2.14% | Reduce -5.5% | 59,694 | $10.7M |
| Sonata Capital Group Inc. | 4.86% | Add +9.3% | 59,654 | $10.7M |
| Mather Group, Llc. | 0.17% | Reduce -2.4% | 63,850 | $10.6M |
| Investment Partners, LTD. | 4.76% | Reduce -2.5% | 58,572 | $10.5M |
| Bokf, NA | 0.19% | Add +1.1% | 58,765 | $10.5M |
| Oppenheimer & Co. Inc. | 0.17% | Add +11.5% | 56,931 | $10.2M |
| West Bancorporation Inc. | 6.67% | Reduce -4.8% | 56,675 | $10.2M |
| Valeo Financial Advisors, LLC | 0.36% | Add +0.5% | 57,170 | $9.9M |
| Avidian Wealth Enterprises, LLC | 0.53% | Add +22.6% | 55,034 | $9.9M |
| RE Dickinson Investment Advisors, LLC | 6.16% | Add +24.4% | 54,969 | $9.8M |
| Neuberger Berman Group LLC | 0.01% | Reduce -62.6% | 54,677 | $9.8M |
| Newton One Investments LLC | 4.29% | Reduce -2.6% | 54,490 | $9.8M |
| Ashton Thomas Private Wealth, LLC | 0.56% | Add +14.5% | 54,447 | $9.8M |
| Simplex Trading, LLC | 0.28% | Add +70.6% | 54,315 | $9.7M |
| Boston Partners | 0.01% | Reduce -63.7% | 53,639 | $9.6M |
| Prospera Financial Services Inc | 0.28% | Add +1.0% | 52,987 | $9.5M |
| Chicago Partners Investment Group LLC | 0.40% | Add +1.0% | 53,626 | $9.3M |
| Lido Advisors, LLC | 0.08% | Reduce -9.4% | 51,449 | $9.2M |
| Oppenheimer Asset Management Inc. | 0.13% | Reduce -80.5% | 51,189 | $9.2M |
| Guggenheim Capital LLC | 0.06% | No change | 50,684 | $9.1M |
| Johnson Investment Counsel Inc. | 0.10% | Reduce -6.7% | 50,034 | $9.0M |
| JFS Wealth Advisors, LLC | 0.71% | Add +4.8% | 49,869 | $8.9M |
| Stratos Wealth Advisors, LLC | 0.53% | Reduce -4.3% | 49,667 | $8.9M |
| Platte River Wealth Advisors, LLC | 2.53% | Add +16.3% | 49,575 | $8.9M |
| Diversified Trust Co. | 0.26% | Reduce -27.8% | 48,957 | $8.8M |
| Pegasus Partners Ltd. | 0.92% | No change | 48,500 | $8.7M |
| UMB Bank, n.a. | 0.13% | Reduce -26.1% | 47,507 | $8.5M |
| Segment Wealth Management, LLC | 0.65% | Reduce -5.6% | 47,489 | $8.5M |
| Objectivity Squared, LLC | 7.45% | Add +8.6% | 48,544 | $8.5M |
| Tradition Wealth Management, LLC | 0.86% | Reduce -52.2% | 47,245 | $8.5M |
| Allspring Global Investments Holdings, LLC | 0.01% | Reduce -40.6% | 46,906 | $8.4M |
| Fidelis Capital Partners, LLC | 1.24% | Add +209.3% | 45,528 | $8.2M |
| Clayton Financial Group LLC | 3.67% | Add +6.7% | 45,026 | $8.1M |
| Nwam LLC | 0.64% | Reduce -0.3% | 44,254 | $7.9M |
| Oxford Financial Group, LTD. LLC | 0.55% | Reduce -3.0% | 43,882 | $7.9M |
| Oldfather Financial Services, LLC | 3.23% | Add +0.3% | 43,869 | $7.9M |
| Proathlete Wealth Management LLC | 4.18% | Add +19.0% | 43,862 | $7.9M |
| Hancock Whitney Corp. | 0.27% | Reduce -5.9% | 43,847 | $7.9M |
| Sierra Capital LLC | 1.02% | Add +44.7% | 43,653 | $7.8M |
| SlateStone Wealth, LLC | 0.78% | Add +2.8% | 43,390 | $7.8M |
| HBK Sorce Advisory LLC | 0.27% | Reduce -1.3% | 43,383 | $7.8M |
| Marquette Asset Management, LLC | 1.32% | Reduce -1.0% | 42,606 | $7.6M |
| Edge Capital Group, LLC | 0.38% | Reduce -7.4% | 42,267 | $7.6M |
| Fidelity D & D Bancorp Inc. | 5.63% | Add +1.0% | 41,847 | $7.5M |
| Smith & Howard Wealth Management, LLC | 2.29% | Add +0.9% | 41,360 | $7.4M |
| Zacks Investment Management | 0.08% | Reduce -87.6% | 41,203 | $7.4M |
| Cambiar Investors LLC | 0.27% | Reduce -78.0% | 41,027 | $7.3M |
| Callan Family Office, LLC | 1.69% | Reduce -78.0% | 40,344 | $7.2M |
| Snowden Capital Advisors LLC | 0.23% | Reduce -0.6% | 40,335 | $7.2M |
| Sei Investments Co. | 0.01% | Reduce -17.2% | 39,103 | $7.0M |
| Arbor Investment Advisors, LLC | 1.03% | Add +0.3% | 39,095 | $7.0M |
| Morton Capital Management LLC | 1.88% | Add +3.0% | 38,930 | $7.0M |
| Parallel Advisors, LLC | 0.19% | Reduce -1.1% | 38,834 | $7.0M |
| Baker Avenue Asset Management, LP | 0.27% | Add +0.1% | 38,714 | $6.9M |
| Jefferies Financial Group Inc. | 0.15% | Reduce -5.0% | 38,582 | $6.9M |
| HMS Capital Management, LLC | 3.81% | Reduce -26.3% | 38,401 | $6.9M |
| Sunburst Financial Group, LLC | 1.94% | No change | 38,451 | $6.9M |
| Whittier Trust Co. of Nevada Inc. | 0.20% | Add +1.7% | 38,099 | $6.8M |
| Associated Banc-Corp | 0.22% | Reduce -2.2% | 37,963 | $6.8M |
| Astoria Strategic Wealth, Inc. | 2.15% | Reduce -1.2% | 37,906 | $6.8M |
| Naples Global Advisors, LLC | 0.69% | Add +2.5% | 37,785 | $6.8M |
| Bessemer Group Inc. | 0.01% | Add +15.5% | 37,620 | $6.7M |
| O'shaughnessy Asset Management, LLC | 0.07% | Reduce -71.9% | 37,558 | $6.7M |
| Pinebridge Investments, L.P. | 0.05% | Add +14.2% | 37,510 | $6.7M |
| Whittier Trust Co. | 0.10% | Add +0.7% | 37,457 | $6.7M |
| American State Bank (Iowa) | 4.45% | Reduce -3.3% | 37,048 | $6.6M |
| Squarepoint Ops LLC | 0.03% | New | 36,745 | $6.6M |
| Citadel Advisors | 0.01% | Reduce -60.5% | 36,598 | $6.6M |
| Linscomb Wealth, Inc. | 0.33% | Reduce -1.0% | 36,035 | $6.5M |
| Allworth Financial LP | 0.05% | Add +25.1% | 35,901 | $6.4M |
| OneDigital Investment Advisors LLC | 0.10% | Reduce -0.0% | 35,718 | $6.4M |
| Stratos Wealth Partners, LTD. | 0.11% | Reduce -0.7% | 35,223 | $6.3M |
| ARK & TLK Investments, LLC | 2.41% | Add +0.0% | 34,468 | $6.2M |
| Sepio Capital, LP | 0.53% | Reduce -0.8% | 34,373 | $6.2M |
| Resurgent Financial Advisors LLC | 3.29% | Add +99.5% | 34,174 | $6.1M |
| Advisory Services Network, LLC | 0.14% | Add +1.4% | 34,024 | $6.1M |
| American Institute for Advanced Investment Management, LLP | 4.82% | Reduce -0.4% | 34,011 | $6.1M |
| Aspiriant, LLC | 0.25% | Add +0.4% | 33,810 | $6.1M |
| Ballast, Inc. | 1.90% | Add +1.5% | 33,566 | $6.0M |
| Deutsche Bank AG | 0.00% | Add +4.0% | 33,476 | $6.0M |
| Rebalance, LLC | 0.49% | Add +1.2% | 33,441 | $6.0M |
| Loomis Sayles & Co. L P | 0.01% | Add +0.6% | 33,306 | $6.0M |
| Jane Street Group, LLC | 0.01% | Reduce -62.1% | 33,279 | $6.0M |
| Brighton Jones LLC | 0.21% | Add +0.7% | 33,170 | $5.9M |
| Ullmann Wealth Partners Group, LLC | 0.88% | Add +1.5% | 32,855 | $5.9M |
| Summit Financial, LLC | 0.34% | Add +7.2% | 32,157 | $5.8M |
| Vanguard Group Inc. | 0.00% | Reduce -5.4% | 31,981 | $5.7M |
| Sowell Financial Services LLC | 0.27% | Reduce -1.0% | 31,981 | $5.7M |
| CFM Wealth Partners LLC | 1.15% | Reduce -0.6% | 31,860 | $5.7M |
| Quadrant Capital Group LLC | 0.45% | Reduce -3.0% | 31,683 | $5.7M |
| Ballentine Partners, LLC | 0.11% | Reduce -0.5% | 31,620 | $5.7M |
| Centennial Bank | 2.90% | Add +16.6% | 31,582 | $5.7M |
| Brightwater Advisory LLC | 4.53% | Reduce -2.7% | 31,487 | $5.6M |
| NorthRock Partners, LLC | 0.22% | Reduce -1.2% | 31,462 | $5.6M |
| Harbour Capital Advisors, LLC | 1.39% | Reduce -1.3% | 31,602 | $5.6M |
| Crescent Grove Advisors, LLC | 0.58% | Reduce -4.1% | 30,976 | $5.5M |
| Central Valley Advisors, LLC | 2.86% | Reduce -5.2% | 30,958 | $5.5M |
| Rhumbline Advisers | 0.01% | Reduce -49.5% | 30,822 | $5.5M |
| Community Bank, N.A. | 0.72% | Reduce -2.3% | 30,633 | $5.5M |
| Dimension Capital Management LLC | 1.09% | Add +13.2% | 30,550 | $5.5M |
| IHT Wealth Management, LLC | 0.22% | Reduce -3.4% | 30,301 | $5.4M |
| Brand Asset Management Group, Inc. | 2.32% | Add +1.6% | 30,161 | $5.4M |
| Susquehanna International Group, LLP | 0.01% | Reduce -66.5% | 30,105 | $5.4M |
| Ameritas Advisory Services, LLC | 0.22% | Add +49.6% | 31,182 | $5.4M |
| Hardy Reed LLC | 0.66% | Reduce -4.8% | 29,678 | $5.3M |
| Portfolio Strategies, Inc. | 0.36% | New | 29,678 | $5.3M |
| Kingsview Wealth Management, LLC | 0.13% | Add +38.5% | 29,675 | $5.3M |
| Webster Bank, N. A. | 0.59% | Reduce -10.5% | 29,490 | $5.3M |
| Signaturefd, LLC | 0.11% | Add +3.5% | 29,477 | $5.3M |
| Gladstone Institutional Advisory LLC | 0.29% | Reduce -1.3% | 29,421 | $5.3M |
| Ellenbecker Investment Group | 1.10% | Add +2.2% | 29,308 | $5.2M |
| Signet Financial Management, LLC | 0.72% | Reduce -4.6% | 29,270 | $5.2M |
| Red Tortoise LLC | 2.93% | Add +0.3% | 29,245 | $5.2M |
| Norris Perne & French LLP | 0.38% | Reduce -2.3% | 29,244 | $5.2M |
| Tanglewood Legacy Advisors, LLC | 2.58% | Reduce -0.3% | 29,238 | $5.2M |
| Great Valley Advisor Group, Inc. | 0.16% | Reduce -0.8% | 29,016 | $5.2M |
| Disciplined Investments, LLC | 2.83% | Reduce -0.1% | 28,937 | $5.2M |
| Flagstar Securities, Inc. | 1.44% | Add +16.1% | 28,916 | $5.2M |
| JMG Financial Group, Ltd. | 0.20% | Reduce -0.5% | 28,551 | $5.1M |
| Auour Investments LLC | 1.89% | Reduce -1.6% | 28,550 | $5.1M |
| Arvest Investments, Inc. | 0.81% | Reduce -14.7% | 28,475 | $5.1M |
| J.W. Cole Advisors, Inc. | 0.26% | Reduce -0.6% | 28,288 | $5.1M |
| Mackenzie Financial Corp. | 0.01% | Reduce -5.7% | 28,242 | $5.1M |
| Brown Brothers Harriman & Co. | 0.04% | Add +30.4% | 28,157 | $5.0M |
| Towerpoint Wealth, LLC | 2.53% | Add +0.2% | 28,116 | $5.0M |
| Widmann Financial Services, Inc. | 4.22% | Add +1.7% | 28,064 | $5.0M |
| Wexford Capital LP | 1.02% | New | 28,006 | $5.0M |
| RFG Advisory, LLC | 0.17% | Add +2.1% | 27,834 | $5.0M |
| Atria Investments, Inc | 0.07% | Reduce -47.6% | 27,821 | $5.0M |
| DT Investment Partners, LLC | 0.50% | Reduce -15.1% | 27,528 | $4.9M |
| Meritage Portfolio Management | 0.31% | Reduce -6.4% | 27,507 | $4.9M |
| Advisory Resource Group | 1.13% | Add +6.0% | 27,462 | $4.9M |
| Highland Capital Management, LLC | 0.28% | Reduce -8.5% | 27,425 | $4.9M |
| SVB Wealth LLC | 0.11% | Reduce -39.5% | 27,406 | $4.9M |
| Aureus Asset Management, LLC | 0.33% | No change | 27,308 | $4.9M |
| STAR Financial Bank | 4.16% | Reduce -0.0% | 27,166 | $4.9M |
| Quent Capital, LLC | 0.57% | Add +5.9% | 27,133 | $4.9M |
| Hanson & Doremus Investment Management | 0.84% | No change | 27,086 | $4.9M |
| AlTi Global, Inc. | 0.13% | Reduce -35.1% | 26,906 | $4.8M |
| Mutual Advisors, LLC | 0.15% | Reduce -0.9% | 26,886 | $4.8M |
| Hillcrest Wealth Advisors - NY, LLC | 2.61% | Reduce -1.5% | 26,868 | $4.8M |
| Riverview Capital Advisers, LLC | 1.64% | Add +1.2% | 26,632 | $4.8M |
| Stegner Investment Associates Inc. | 3.48% | Add +0.0% | 26,562 | $4.8M |
| Claro Advisors Inc. | 0.82% | Add +1292.7% | 26,419 | $4.7M |
| Old National Bancorp | 0.11% | Add +19.1% | 26,264 | $4.7M |
| Confluence Wealth Services, Inc. | 0.41% | Reduce -0.2% | 26,060 | $4.7M |
| Rothschild Investment LLC | 0.34% | Reduce -4.3% | 25,954 | $4.6M |
| Broadview Financial Management, LLC | 3.36% | Add +1.4% | 25,770 | $4.6M |
| Dorsey & Whitney Trust CO LLC | 0.32% | Reduce -7.1% | 25,753 | $4.6M |
| Aristotle Capital Management, LLC | 0.01% | Reduce -78.3% | 25,686 | $4.6M |
| Kayne Anderson Rudnick Investment Management LLC | 0.01% | Reduce -54.6% | 25,146 | $4.5M |
| Tolleson Wealth Management, Inc. | 0.88% | Reduce -1.0% | 25,107 | $4.5M |
| Quantum Portfolio Management LLC | 2.56% | Add +0.7% | 25,100 | $4.5M |
| SOL Capital Management CO | 0.56% | Reduce -6.3% | 25,070 | $4.5M |
| Integrated Wealth Concepts LLC | 0.07% | Reduce -0.3% | 25,043 | $4.5M |
| Central Pacific Bank - Trust Division | 0.58% | — | 24,963 | $4.4M |
| Global Retirement Partners, LLC | 0.17% | Reduce -1.3% | 24,841 | $4.4M |
| Wakefield Asset Management LLLP | 1.52% | Add +3.5% | 24,554 | $4.4M |
| Cornerstone Advisory, LLC | 0.63% | Add +0.1% | 24,547 | $4.4M |
| Stock Yards Bank & Trust Co. | 0.15% | Reduce -1.2% | 24,460 | $4.4M |
| Pinnacle Wealth Planning Services, Inc. | 0.64% | Reduce -0.3% | 24,426 | $4.4M |
| McKinley Carter Wealth Services, Inc. | 0.29% | Reduce -1.5% | 24,395 | $4.4M |
| Level Four Advisory Services, LLC | 0.24% | Add +130.3% | 26,384 | $4.4M |
| Pinnacle Wealth Management Group, Inc. | 3.23% | Reduce -7.5% | 24,308 | $4.4M |
| Alta Wealth Advisors LLC | 2.19% | Add +0.8% | 24,009 | $4.3M |
| Ieq Capital, LLC | 0.06% | Add +5.8% | 23,837 | $4.3M |
| Prime Capital Investment Advisors, LLC | 0.06% | Add +79.1% | 23,754 | $4.3M |
| Spire Wealth Management | 0.08% | Reduce -2.4% | 23,704 | $4.2M |
| Diversified Portfolios, Inc. | 0.60% | Reduce -0.3% | 23,642 | $4.2M |
| Asset Management Group, Inc. | 0.64% | Add +0.4% | 23,471 | $4.2M |
| Sage Financial Group Inc. | 0.38% | Reduce -10.1% | 23,405 | $4.2M |
| Quadcap Wealth Management, LLC | 0.95% | Reduce -6.4% | 23,300 | $4.2M |
| Premier Path Wealth Partners, LLC | 0.79% | Reduce -35.6% | 23,334 | $4.2M |
| Argent Trust Co | 0.19% | Reduce -4.6% | 22,954 | $4.1M |
| FC Advisory LLC | 1.51% | Reduce -4.3% | 22,836 | $4.1M |
| Rehmann Capital Advisory Group | 0.30% | Reduce -15.5% | 22,643 | $4.1M |
| New England Private Wealth Advisors LLC | 0.71% | Add +0.4% | 22,651 | $4.1M |
| One Capital Management, LLC | 0.15% | Reduce -0.0% | 22,506 | $4.0M |
| Monetary Management Group Inc. | 1.12% | Add +5.2% | 22,400 | $4.0M |
| First Merchants Corp. | 0.30% | Add +26.6% | 22,383 | $4.0M |
| Ferguson Wellman Capital Management, Inc. | 0.08% | Reduce -0.5% | 22,310 | $4.0M |
| Topel & Distasi Wealth Management, LLC | 1.75% | Reduce -1.9% | 22,056 | $4.0M |
| Petix & Botte Co | 0.98% | New | 22,056 | $4.0M |
| Washington Trust Bank | 0.38% | Reduce -74.4% | 21,973 | $3.9M |
| Wealthspan Partners, LLC | 2.32% | Reduce -1.4% | 21,941 | $3.9M |
| Valmark Advisers, Inc. | 0.07% | Add +0.8% | 21,784 | $3.9M |
| Stage Harbor Financial, LLC | 3.54% | No change | 21,748 | $3.9M |
| Sequoia Financial Advisors, LLC | 0.05% | Add +1.3% | 21,744 | $3.9M |
| Wealthcare Advisory Partners LLC | 0.13% | Add +9.4% | 21,648 | $3.9M |
| Wintrust Investments LLC | 0.34% | Add +242.9% | 21,520 | $3.9M |
| Manchester Capital Management LLC | 0.47% | No change | 21,452 | $3.8M |
| Holistic Financial Partners | 1.94% | Reduce -0.9% | 21,318 | $3.8M |
| Magnus Financial Group LLC | 0.45% | Reduce -10.2% | 21,041 | $3.8M |
| Rinkey Investments | 1.37% | New | 20,938 | $3.8M |
| Twin Focus Capital Partners, LLC | 0.71% | No change | 20,832 | $3.7M |
| Cary Street Partners Investment Advisory LLC | 0.16% | Reduce -7.2% | 20,819 | $3.7M |
| Sandy Spring Bank | 0.17% | Add +10.1% | 20,631 | $3.7M |
| Wellspring Financial Advisors, LLC | 0.58% | Reduce -3.5% | 20,448 | $3.7M |
| Acropolis Investment Management, LLC | 0.24% | Reduce -6.1% | 20,180 | $3.6M |
| Forte Asset Management LLC | 2.19% | Add +84.1% | 20,177 | $3.6M |
| Hall Kathryn A. | 0.83% | No change | 20,150 | $3.6M |
| Smith, Moore & Co. | 0.38% | Add +0.7% | 20,076 | $3.6M |
| Focus Partners Advisor Solutions, LLC | 0.10% | Add +75.1% | 20,042 | $3.6M |
| EPG Wealth Management LLC | 0.87% | Add +0.3% | 19,852 | $3.6M |
| 1900 Wealth Management LLC | 0.32% | Reduce -6.4% | 19,847 | $3.6M |
| Watts Gwilliam & Co., LLC | 1.09% | — | 19,950 | $3.5M |
| Raffa Wealth Management, LLC | 1.05% | Reduce -42.7% | 19,695 | $3.5M |
| Carnegie Investment Counsel | 0.11% | Add +0.1% | 19,574 | $3.5M |
| D.A. Davidson & Co. | 0.03% | Reduce -23.5% | 19,432 | $3.5M |
| Harbor Investment Advisory, LLC | 0.36% | Add +0.2% | 19,362 | $3.5M |
| Lanark Financial, Inc. | 0.32% | Add +1.5% | 19,042 | $3.4M |
| St. Louis Trust Co | 0.53% | No change | 19,018 | $3.4M |
| Avior Wealth Management, LLC | 0.16% | Add +746.7% | 18,661 | $3.3M |
| Next Capital Management LLC | 1.35% | Add +1.1% | 18,583 | $3.3M |
| Busey Bank | 0.12% | Reduce -3.3% | 18,433 | $3.3M |
| SOA Wealth Advisors, LLC. | 0.67% | Reduce -0.0% | 18,172 | $3.3M |
| Oarsman Capital, Inc. | 0.77% | Add +13.9% | 18,015 | $3.2M |
| Bryn Mawr Trust Advisors, LLC | 0.18% | Reduce -61.2% | 17,975 | $3.2M |
| Aptus Capital Advisors, LLC | 0.07% | Add +759.9% | 17,947 | $3.2M |
| Stillwater Capital Advisors, LLC | 0.47% | Reduce -1.1% | 17,746 | $3.2M |
| Affinity Capital Advisors, LLC | 0.70% | Reduce -0.0% | 17,477 | $3.1M |
| 1834 Investment Advisors Co. | 0.36% | Reduce -1.2% | 17,064 | $3.1M |
| Aprio Wealth Management, LLC | 0.60% | Add +1.4% | 17,059 | $3.1M |
| Provenance Wealth Advisors, LLC | 0.43% | Add +7.0% | 16,946 | $3.0M |
| Glenview Trust Co | 0.06% | Add +0.0% | 16,816 | $3.0M |
| Clearstead Advisors, LLC | 0.15% | Add +0.5% | 16,869 | $3.0M |
| Private Ocean, LLC | 0.31% | Add +0.0% | 16,575 | $3.0M |
| Cornerstone Wealth Advisors, Inc. | 0.91% | Reduce -2.6% | 16,428 | $2.9M |
| Opes Wealth Management LLC | 0.68% | No change | 16,384 | $2.9M |
| Perigon Wealth Management, LLC | 0.09% | Add +2.0% | 16,302 | $2.9M |
| Arete Wealth Advisors, LLC | 0.27% | Reduce -1.0% | 16,023 | $2.9M |
| Evermay Wealth Management LLC | 0.43% | Reduce -0.3% | 16,004 | $2.9M |
| Essex Financial Services, Inc. | 0.26% | Reduce -0.1% | 15,963 | $2.9M |
| Game Plan Financial Advisors, LLC | 1.64% | No change | 15,930 | $2.9M |
| Unionview, LLC | 2.34% | Add +15.7% | 15,804 | $2.8M |
| Legal & General Group Plc | 0.00% | Reduce -54.0% | 15,753 | $2.8M |
| Ancora Advisors LLC | 0.06% | Reduce -1.4% | 15,695 | $2.8M |
| Evanson Asset Management, LLC | 0.21% | Add +0.0% | 15,633 | $2.8M |
| Colorado Capital Management, Inc. | 1.62% | No change | 15,629 | $2.8M |
| Pointe Capital Management LLC | 1.71% | Add +53.5% | 15,587 | $2.8M |
| Forum Financial Management, LP | 0.05% | Reduce -0.1% | 15,553 | $2.8M |
| NTV Asset Management LLC | 0.42% | Add +21.2% | 15,496 | $2.8M |
| GFS Advisors, LLC | 0.46% | Reduce -1.6% | 15,458 | $2.8M |
| Castle Wealth Management LLC | 1.45% | Reduce -2.6% | 15,452 | $2.8M |
| Anchor Capital Advisors LLC | 0.07% | Reduce -67.0% | 15,353 | $2.7M |
| Allen Investment Management, LLC | 0.03% | No change | 15,188 | $2.7M |
| First Hawaiian Bank | 0.08% | No change | 15,110 | $2.7M |
| Procyon Advisors, LLC | 0.21% | Add +0.4% | 15,100 | $2.7M |
| B. Riley Wealth Advisors, Inc. | 0.07% | Add +16.2% | 17,655 | $2.7M |
| Pathway Financial Advisors LLC | 0.73% | Reduce -0.1% | 15,015 | $2.7M |
| Verdence Capital Advisors LLC | 0.24% | Reduce -0.4% | 15,009 | $2.7M |
| Donald Smith & Co., Inc. | 0.06% | No change | 15,000 | $2.7M |
| EverSource Wealth Advisors, LLC | 0.21% | Add +70.9% | 15,654 | $2.7M |
| Accredited Investors Inc. | 0.17% | Add +0.0% | 14,987 | $2.7M |
| Ascent Wealth Partners, LLC | 0.40% | Reduce -8.8% | 14,942 | $2.7M |
| Axxcess Wealth Management, LLC | 0.08% | Add +35.8% | 14,904 | $2.7M |
| Mosaic Family Wealth Partners, LLC | 0.44% | Reduce -0.4% | 14,886 | $2.7M |
| Nicolet Bankshares Inc. | 0.55% | Add +8.7% | 14,860 | $2.7M |
| Boston Trust Walden Corp | 0.02% | No change | 14,849 | $2.7M |
| Winthrop Advisory Group LLC | 0.38% | Add +507.7% | 14,839 | $2.7M |
| Caprock Group, LLC | 0.15% | Reduce -21.2% | 14,662 | $2.6M |
| Grant Street Asset Management, Inc. | 0.85% | Reduce -1.2% | 14,640 | $2.6M |
| Autumn Glory Partners, LLC | 1.28% | No change | 14,553 | $2.6M |
| Great Lakes Advisors, LLC | 0.02% | Reduce -81.7% | 14,547 | $2.6M |
| Western Wealth Management, LLC | 0.20% | Reduce -9.9% | 14,525 | $2.6M |
| Icon Wealth Advisors, LLC | 0.24% | Add +0.1% | 14,489 | $2.6M |
| Founders Financial Alliance, LLC | 0.77% | Add +0.1% | 14,384 | $2.6M |
| Ironsides Asset Advisors, LLC | 0.88% | Add +0.4% | 14,294 | $2.6M |
| Wilmington Savings Fund Society, FSB | 0.10% | — | 14,173 | $2.5M |
| T. Rowe Price Associates Inc. | 0.00% | Add +22.4% | 14,133 | $2.5M |
| Blue Trust, Inc. | 0.04% | Reduce -1.6% | 14,086 | $2.5M |
| Eastern Bank | 0.10% | Reduce -95.0% | 14,033 | $2.5M |
| Schaper Benz & Wise Investment Counsel Inc. | 0.21% | Reduce -1.7% | 13,976 | $2.5M |
| WCG Wealth Advisors LLC | 0.21% | Reduce -8.8% | 13,765 | $2.5M |
| First Western Trust Bank | 0.11% | Reduce -9.4% | 13,747 | $2.5M |
| Kanawha Capital Management LLC | 0.19% | Reduce -0.1% | 13,444 | $2.4M |
| Precedent Wealth Partners, LLC | 1.03% | No change | 13,378 | $2.4M |
| Zions Bancorporation, N.A. | 0.18% | Add +7.5% | 13,350 | $2.4M |
| Cahaba Wealth Management, Inc. | 0.22% | Reduce -0.1% | 13,289 | $2.4M |
| Joel Isaacson & Co., LLC | 0.13% | Add +18.8% | 13,170 | $2.4M |
| W Advisors, LLC | 1.62% | Reduce -1.3% | 13,166 | $2.4M |
| Ironwood Investment Counsel, LLC | 0.41% | Add +0.5% | 13,119 | $2.3M |
| Monograph Wealth Advisors, LLC | 0.34% | Add +22.7% | 13,030 | $2.3M |
| Baron Financial Group, LLC | 1.44% | Reduce -7.0% | 13,029 | $2.3M |
| Dixon Fnancial Services, Inc. | 1.29% | No change | 13,010 | $2.3M |
| National Bank of Canada | 0.00% | Reduce -1.3% | 13,158 | $2.3M |
| Foster Dykema Cabot & Partners, LLC | 0.22% | Reduce -1.9% | 12,929 | $2.3M |
| Evercore Wealth Management, LLC | 0.04% | Reduce -4.4% | 12,913 | $2.3M |
| Custos Family Office, LLC | 1.19% | Reduce -0.3% | 12,831 | $2.3M |
| Logan Capital Management Inc. | 0.10% | Reduce -77.1% | 12,730 | $2.3M |
| Lion Street Advisors, LLC | 0.93% | No change | 13,784 | $2.3M |
| Verum Partners LLC | 0.81% | Reduce -28.4% | 12,681 | $2.3M |
| BigSur Wealth Management LLC | 0.71% | No change | 12,601 | $2.3M |
| Intrepid Financial Planning Group LLC | 0.97% | Reduce -0.3% | 12,595 | $2.3M |
| Gilliland Jeter Wealth Management LLC | 0.78% | Add +0.1% | 12,558 | $2.2M |
| Almanack Investment Partners, LLC. | 0.38% | Reduce -1.5% | 12,506 | $2.2M |
| Grove Bank & Trust | 0.38% | No change | 12,457 | $2.2M |
| Osborne Partners Capital Management, LLC | 0.14% | No change | 12,405 | $2.2M |
| Berkshire Asset Management LLC | 0.12% | Add +5.6% | 12,371 | $2.2M |
| Vantagepoint Investment Advisers LLC | 0.36% | Reduce -88.4% | 12,300 | $2.2M |
| Atlas Brown,Inc. | 0.80% | Reduce -0.0% | 12,297 | $2.2M |
| Apollon Wealth Management, LLC | 0.07% | Add +20.5% | 12,264 | $2.2M |
| Flow Traders U.S. LLC | 0.12% | Reduce -77.3% | 12,255 | $2.2M |
| Wealth Dimensions Group, Ltd. | 0.64% | Reduce -0.7% | 12,165 | $2.2M |
| Avantax Planning Partners, Inc. | 0.07% | Reduce -64.3% | 12,127 | $2.2M |
| Northeast Financial Consultants Inc | 0.11% | No change | 12,056 | $2.2M |
| New Republic Capital, LLC | 1.36% | Reduce -0.0% | 11,951 | $2.1M |
| Clarius Group, LLC | 0.14% | Add +39.7% | 11,606 | $2.1M |
| Peapack Gladstone Financial Corp. | 0.03% | Reduce -10.1% | 11,525 | $2.1M |
| CJM Wealth Advisers, Ltd. | 0.77% | Reduce -1.3% | 11,302 | $2.0M |
| Saxon Interests, Inc. | 0.96% | Add +0.4% | 11,294 | $2.0M |
| Phillips Financial Management, LLC | 0.17% | Reduce -5.7% | 11,273 | $2.0M |
| Thompson Siegel & Walmsley LLC | 0.03% | Add +1.0% | 11,268 | $2.0M |
| Ellevest, Inc. | 0.12% | Add +4.3% | 11,242 | $2.0M |
| FAS Wealth Partners, Inc. | 0.18% | Reduce -0.8% | 11,057 | $2.0M |
| ABLE Financial Group, LLC | 0.78% | Reduce -6.1% | 11,051 | $2.0M |
| Tobias Financial Advisors, Inc. | 0.45% | Reduce -0.5% | 11,049 | $2.0M |
| SilverOak Wealth Management LLC | 0.49% | No change | 11,005 | $2.0M |
| WestHill Financial Advisors, Inc. | 0.48% | Reduce -1.3% | 10,943 | $2.0M |
| Focus Financial Network, Inc. | 0.10% | — | 11,552 | $2.0M |
| Parkside Advisors LLC | 0.50% | Add +7.8% | 10,927 | $2.0M |
| Summit Financial Group, Inc. | 0.70% | Add +0.8% | 10,925 | $2.0M |
| Verus Financial Partners, Inc. | 0.23% | Add +0.0% | 10,728 | $1.9M |
| Darwin Wealth Management, LLC | 0.53% | Add +4.5% | 10,677 | $1.9M |
| Flputnam Investment Management Co. | 0.04% | Reduce -11.4% | 10,617 | $1.9M |
| CGN Advisors LLC | 0.24% | Add +6.5% | 10,612 | $1.9M |
| Allegheny Financial Group | 0.58% | Add +0.4% | 10,562 | $1.9M |
| Carret Asset Management, LLC | 0.22% | Reduce -0.4% | 10,553 | $1.9M |
| Quantinno Capital Management LP | 0.04% | Add +58.0% | 10,475 | $1.9M |
| Seneca Financial Advisors LLC | 1.00% | Add +0.1% | 10,457 | $1.9M |
| Affiance Financial, LLC | 0.50% | No change | 10,405 | $1.9M |
| Summit Trail Advisors, LLC | 0.05% | No change | 10,319 | $1.8M |
| Halpern Financial, Inc. | 0.53% | No change | 10,359 | $1.8M |
| NewEdge Wealth, LLC | 0.04% | Reduce -24.8% | 10,631 | $1.8M |
| jvl associates llc | 0.75% | Reduce -1.1% | 10,211 | $1.8M |
| Bond & Devick Financial Network, Inc. | 0.99% | No change | 10,195 | $1.8M |
| McAdam, LLC | 0.12% | Reduce -1.0% | 10,187 | $1.8M |
| Marshall Financial Group Inc. | 0.60% | Reduce -0.8% | 10,187 | $1.8M |
| CreativeOne Wealth, LLC | 0.07% | Add +108.2% | 10,145 | $1.8M |
| Eldridge Investment Advisors, Inc. | 0.46% | Reduce -4.0% | 10,075 | $1.8M |
| BBR Partners, LLC | 0.14% | No change | 10,056 | $1.8M |
| Walled Lake Planning & Wealth Management, LLC | 0.74% | Add +1.9% | 10,007 | $1.8M |
| Brookstone Capital Management | 0.03% | Add +5.3% | 9,994 | $1.8M |
| Mycio Wealth Partners, LLC | 0.45% | Reduce -11.4% | 9,962 | $1.8M |
| Cooper Financial Group | 0.29% | Add +0.1% | 9,925 | $1.8M |
| Gries Financial LLC | 0.30% | Reduce -0.8% | 9,860 | $1.8M |
| Pinnacle Associates Ltd. | 0.03% | Add +1.5% | 9,850 | $1.8M |
| Summit Financial Strategies, Inc. | 0.24% | Reduce -0.1% | 9,808 | $1.8M |
| Prosperity Planning, Inc. | 0.85% | Reduce -0.6% | 9,784 | $1.8M |
| Element Pointe Advisors, LLC | 0.45% | No change | 9,766 | $1.7M |
| Myecfo, LLC | 1.02% | Reduce -9.0% | 9,752 | $1.7M |
| Quotient Wealth Partners, LLC | 0.06% | Reduce -1.4% | 9,739 | $1.7M |
| Great Waters Wealth Management | 0.28% | Reduce -28.5% | 9,729 | $1.7M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.05% | Reduce -5.2% | 9,703 | $1.7M |
| Pure Financial Advisors, LLC | 0.05% | Add +4.5% | 9,639 | $1.7M |
| Fiduciary Trust Co | 0.03% | Reduce -0.5% | 9,626 | $1.7M |
| Glass Jacobson Investment Advisors llc | 0.65% | Reduce -2.2% | 9,600 | $1.7M |
| Aaron Wealth Advisors LLC | 0.25% | No change | 9,593 | $1.7M |
| Turtle Creek Wealth Advisors, LLC | 0.42% | Add +37.2% | 9,478 | $1.7M |
| Sapient Capital LLC | 0.04% | Add +0.7% | 9,455 | $1.7M |
| Beacon Financial Group | 0.19% | Reduce -0.4% | 9,449 | $1.7M |
| Johnson Bixby & Associates, LLC | 0.29% | Reduce -27.5% | 9,416 | $1.7M |
| Peloton Wealth Strategists | 0.70% | Add +7.1% | 9,400 | $1.7M |
| Wedbush Securities Inc. | 0.06% | Add +0.8% | 9,404 | $1.7M |
| Park Place Capital Corp | 0.60% | Reduce -42.1% | 9,344 | $1.7M |
| Private Trust Co. NA | 0.18% | Reduce -1.4% | 9,313 | $1.7M |
| U.S. Capital Wealth Advisors, LLC | 0.07% | Reduce -15.3% | 9,304 | $1.7M |
| Red Lighthouse Investment Management, LLC | 0.67% | No change | 9,270 | $1.7M |
| Adero Partners, LLC | 0.13% | Reduce -1.4% | 9,266 | $1.7M |
| Park Avenue Securities LLC | 0.02% | Reduce -52.1% | 9,193 | $1.6M |
| Benedict Financial Advisors Inc. | 0.42% | Reduce -1.8% | 9,178 | $1.6M |
| NorthCrest Asset Manangement, LLC | 0.06% | Add +519.6% | 9,065 | $1.6M |
| Maryland Capital Advisors Inc. | 1.00% | Reduce -0.1% | 9,003 | $1.6M |
| Clifford Group, LLC | 1.33% | Reduce -1.5% | 8,999 | $1.6M |
| Mattern Capital Management, LLC | 0.22% | No change | 8,871 | $1.6M |
| Next Level Private LLC | 0.73% | Add +0.0% | 8,855 | $1.6M |
| GenWealth Group, Inc. | 0.40% | Reduce -1.0% | 8,779 | $1.6M |
| BluePointe Capital Management, LLC | 1.07% | No change | 8,725 | $1.6M |
| Anchor Investment Management, LLC | 0.16% | Add +0.0% | 8,707 | $1.6M |
| Baron Silver Stevens Financial Advisors, LLC | 0.30% | Reduce -3.2% | 8,685 | $1.6M |
| Elevation Wealth Partners, LLC | 0.78% | Add +23.5% | 8,684 | $1.6M |
| Breed's Hill Capital LLC | 1.43% | Add +0.6% | 8,682 | $1.6M |
| Cahill Financial Advisors Inc. | 0.21% | Reduce -2.7% | 8,674 | $1.6M |
| AlphaCentric Advisors LLC | 0.94% | New | 8,671 | $1.6M |
| Mount Lucas Management LP | 0.52% | Add +189.5% | 8,671 | $1.6M |
| Jordan Park Group LLC | 0.10% | No change | 8,669 | $1.6M |
| Steph & Co. | 0.53% | Reduce -61.1% | 8,652 | $1.5M |
| Keystone Wealth Services, LLC | 0.50% | Add +0.1% | 8,573 | $1.5M |
| Bruce G. Allen Investments, LLC | 1.24% | Reduce -0.9% | 8,426 | $1.5M |
| Paragon Financial Partners, Inc. | 1.24% | Add +6.5% | 8,423 | $1.5M |
| Colonial Trust Co / SC | 0.28% | Reduce -6.6% | 8,398 | $1.5M |
| Gryphon Financial Partners LLC | 0.26% | Reduce -0.6% | 8,372 | $1.5M |
| Intrust Bank NA | 0.16% | Add +1.9% | 8,346 | $1.5M |
| Nations Financial Group Inc, /Ia/ | 0.12% | Reduce -10.5% | 8,253 | $1.5M |
| Credit Suisse AG/ | 0.00% | Reduce -19.6% | 8,218 | $1.5M |
| Forvis Mazars Wealth Advisors, LLC | 0.04% | Reduce -11.7% | 8,202 | $1.5M |
| American Financial Advisors, LLC | 0.21% | Reduce -1.7% | 8,165 | $1.5M |
| DHK Financial Advisors, Inc. | 1.03% | Reduce -73.9% | 8,132 | $1.5M |
| Citizens Financial Group Inc. | 0.05% | Add +0.3% | 8,098 | $1.5M |
| Coppell Advisory Solutions Corp. | 0.27% | — | 8,042 | $1.4M |
| True North Advisors, LLC | 0.40% | Reduce -0.5% | 8,013 | $1.4M |
| Larson Financial Group LLC | 0.11% | Reduce -0.8% | 7,971 | $1.4M |
| PFG Investments, LLC | 0.09% | Add +16.9% | 7,955 | $1.4M |
| Seven Mile Advisory | 1.08% | No change | 7,941 | $1.4M |
| Morris Financial Concepts, Inc. | 0.72% | Reduce -38.3% | 7,906 | $1.4M |
| Mma Asset Management LLC | 0.66% | Reduce -32.0% | 8,069 | $1.4M |
| Kornitzer Capital Management Inc. | 0.03% | No change | 7,868 | $1.4M |
| Barrett & Company, Inc. | 0.66% | Add +0.0% | 7,839 | $1.4M |
| Nabity-Jensen Investment Management Inc | 1.15% | No change | 7,818 | $1.4M |
| Rf&l Wealth Management, LLC | 1.07% | Add +9.8% | 7,732 | $1.4M |
| Cohen & Steers, Inc. | 0.00% | Reduce -53.8% | 7,719 | $1.4M |
| Cambridge Capital Management, LLC | 1.08% | Reduce -1.2% | 7,691 | $1.4M |
| Integrated Advisors Network LLC | 0.07% | Add +34.4% | 7,686 | $1.4M |
| Key Financial Inc | 0.35% | No change | 7,676 | $1.4M |
| Hilltop Holdings Inc. | 0.15% | Reduce -0.6% | 7,672 | $1.4M |
| Indiana Trust & Investment Management Co | 0.55% | No change | 7,629 | $1.4M |
| RFP Financial Group LLC | 0.53% | No change | 7,616 | $1.4M |
| Vista Capital Partners, Inc. | 0.17% | No change | 7,607 | $1.4M |
| Bensler, LLC | 0.20% | Add +0.6% | 7,607 | $1.4M |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.01% | Reduce -16.8% | 7,920 | $1.4M |
| Atalanta Sosnoff Capital, LLC | 0.03% | Add +187.8% | 7,570 | $1.4M |
| Guardian Wealth Advisors, LLC / NC | 0.16% | Add +260.4% | 7,501 | $1.3M |
| Mayport, LLC | 0.51% | No change | 7,500 | $1.3M |
| TFO Wealth Partners, LLC | 0.26% | No change | 7,402 | $1.3M |
| AE Wealth Management LLC | 0.01% | Reduce -62.3% | 7,384 | $1.3M |
| Cardiff Park Advisors, LLC | 0.13% | Add +0.1% | 7,353 | $1.3M |
| Sound View Wealth Advisors Group, LLC | 0.14% | Reduce -8.1% | 7,352 | $1.3M |
| Market Street Wealth Management Advisors LLC | 0.23% | Reduce -1.2% | 7,338 | $1.3M |
| Opus Capital Group, LLC | 0.19% | Add +0.9% | 7,307 | $1.3M |
| TCI Wealth Advisors, Inc. | 0.13% | Reduce -8.8% | 7,283 | $1.3M |
| Apella Capital, LLC | 0.07% | Reduce -0.6% | 7,354 | $1.3M |
| Chemung Canal Trust Co. | 0.25% | Reduce -3.9% | 7,260 | $1.3M |
| Arkadios Wealth Advisors | 0.10% | Reduce -5.3% | 7,247 | $1.3M |
| Grey Street Capital, LLC | 0.18% | Add +277.7% | 7,221 | $1.3M |
| Whitegate Investment Counselors, Inc. | 0.36% | No change | 7,160 | $1.3M |
| Natixis | 0.01% | Add +12.0% | 7,151 | $1.3M |
| Vance Wealth, LLC | 0.51% | Reduce -2.5% | 7,112 | $1.3M |
| Financial Advisors, LLC | 0.26% | No change | 7,100 | $1.3M |
| Curi Capital, LLC | 0.03% | Reduce -27.7% | 7,097 | $1.3M |
| Garde Capital, Inc. | 0.09% | Add +0.7% | 7,095 | $1.3M |
| Earned Wealth Advisors, LLC | 0.48% | New | 7,046 | $1.3M |
| Sax Wealth Advisors, LLC | 0.15% | No change | 7,045 | $1.3M |
| Coldstream Capital Management Inc. | 0.03% | Reduce -38.2% | 7,043 | $1.3M |
| KMG Fiduciary Partners, LLC | 0.13% | Reduce -0.5% | 7,012 | $1.3M |
| Fragasso Financial Advisors Inc | 0.11% | Reduce -4.0% | 6,992 | $1.3M |
| Farmers & Merchants Investments Inc. | 0.04% | No change | 6,989 | $1.3M |
| West Michigan Advisors, LLC | 0.41% | Reduce -4.1% | 6,982 | $1.3M |
| Capital Investment Advisors, LLC | 0.03% | Reduce -4.6% | 6,978 | $1.2M |
| International Assets Investment Management, LLC | 0.13% | Reduce -8.4% | 6,970 | $1.2M |
| Asset Dedication, LLC | 0.09% | Add +0.0% | 6,932 | $1.2M |
| BHK Investment Advisors, LLC | 0.48% | Add +34.7% | 6,912 | $1.2M |
| Tarbox Family Office, Inc. | 0.22% | Reduce -0.0% | 6,876 | $1.2M |
| Wetzel Investment Advisors, Inc. | 0.72% | Reduce -0.5% | 7,262 | $1.2M |
| Financial Advocates Investment Management | 0.07% | Add +97.2% | 12,056 | $1.2M |
| Northeast Investment Management | 0.06% | No change | 6,800 | $1.2M |
| Marcum Wealth, LLC | 0.12% | Reduce -20.0% | 6,791 | $1.2M |
| Concurrent Investment Advisors, LLC | 0.05% | Reduce -4.0% | 6,725 | $1.2M |
| JFG Wealth Management, LLC | 0.32% | Add +13.5% | 6,682 | $1.2M |
| Wesbanco Bank Inc. | 0.05% | Add +24.5% | 6,678 | $1.2M |
| QRG Capital Management, Inc. | 0.02% | Reduce -70.7% | 6,663 | $1.2M |
| Thomasville National Bank | 0.10% | Reduce -0.1% | 6,647 | $1.2M |
| Northstar Group, Inc. | 0.24% | Add +1.0% | 6,628 | $1.2M |
| Litman Gregory Wealth Management LLC | 0.11% | Add +3.3% | 6,595 | $1.2M |
| Plante Moran Financial Advisors, LLC | 0.13% | No change | 6,592 | $1.2M |
| Embree Financial Group | 0.23% | Reduce -0.9% | 6,569 | $1.2M |
| SpiderRock Advisors, LLC | 0.04% | — | 6,739 | $1.2M |
| GAMMA Investing LLC | 0.24% | Add +219.9% | 6,535 | $1.2M |
| Warwick Investment Management, Inc. | 0.28% | Add +1.0% | 6,519 | $1.2M |
| CVA Family Office, LLC | 0.21% | No change | 6,510 | $1.2M |
| Elevate Wealth Advisory, Inc. | 1.01% | Add +0.1% | 6,474 | $1.2M |
| Stableford Capital II LLC | 0.46% | Reduce -1.3% | 6,455 | $1.2M |
| PFG Advisors | 0.08% | Add +15.2% | 6,447 | $1.2M |
| Global Strategic Investment Solutions, LLC | 0.14% | Add +13.1% | 6,446 | $1.2M |
| Choate Investment Advisors | 0.03% | No change | 6,441 | $1.2M |
| Castleark Management LLC | 0.05% | No change | 6,400 | $1.1M |
| SageView Advisory Group, LLC | 0.06% | Add +1865.9% | 35,484 | $1.1M |
| Hartline Investment Corp./ | 0.20% | New | 6,381 | $1.1M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.20% | Add +0.2% | 6,381 | $1.1M |
| Objective Capital Management, LLC | 0.77% | Add +0.0% | 6,374 | $1.1M |
| VeraBank, N.A. | 0.36% | No change | 6,363 | $1.1M |
| Strategic Blueprint, LLC | 0.08% | Add +4.5% | 6,317 | $1.1M |
| Etfidea, LLC | 0.38% | Reduce -1.6% | 6,300 | $1.1M |
| Sigma Investment Counselors Inc. | 0.07% | Add +4.4% | 6,299 | $1.1M |
| Tranquility Partners, LLC | 0.43% | Add +2.2% | 6,283 | $1.1M |
| Cascade Wealth Advisors, Inc | 0.95% | — | 6,516 | $1.1M |
| Freestone Capital Holdings, LLC | 0.04% | Add +8.9% | 6,237 | $1.1M |
| Fairhaven Wealth Management, LLC | 0.38% | Reduce -0.5% | 6,234 | $1.1M |
| Coastline Trust Co | 0.13% | Reduce -0.7% | 6,232 | $1.1M |
| Amplius Wealth Advisors, LLC | 0.12% | Reduce -16.0% | 6,222 | $1.1M |
| Mascoma Wealth Management LLC | 0.32% | Reduce -3.4% | 6,221 | $1.1M |
| Accurate Wealth Management, LLC | 0.32% | Reduce -0.1% | 6,516 | $1.1M |
| Pacific Financial Group Inc. | 0.76% | Reduce -3.0% | 6,191 | $1.1M |
| Geneos Wealth Management Inc. | 0.05% | Reduce -77.4% | 6,127 | $1.1M |
| Schechter Investment Advisors, LLC | 0.08% | Add +88.8% | 6,122 | $1.1M |
| High Probability Advisors, LLC | 0.20% | No change | 6,116 | $1.1M |
| Summit X, LLC | 0.28% | Reduce -9.4% | 6,109 | $1.1M |
| Trust Co of the South | 0.25% | Reduce -2.6% | 6,078 | $1.1M |
| Manhattan West Asset Management, LLC | 0.26% | Add +67.3% | 6,073 | $1.1M |
| Apexium Financial, LP | 0.08% | Reduce -72.9% | 6,047 | $1.1M |
| InterOcean Capital Group, LLC | 0.03% | Reduce -10.8% | 5,982 | $1.1M |
| SkyView Investment Advisors, LLC | 0.20% | New | 5,975 | $1.1M |
| Thrive Wealth Management, LLC | 0.22% | Reduce -23.1% | 5,957 | $1.1M |
| Brown Financial Advisory | 0.83% | Reduce -1.4% | 5,950 | $1.1M |
| National Philanthropic Trust | 0.02% | Reduce -69.1% | 5,925 | $1.1M |
| Cambridge Financial Group, LLC | 0.50% | Add +0.1% | 5,923 | $1.1M |
| David Kennon Inc | 0.45% | New | 5,891 | $1.1M |
| CWA Asset Management Group, LLC | 0.06% | Reduce -12.8% | 5,847 | $1.0M |
| Patten Group, Inc. | 0.26% | Add +0.3% | 5,827 | $1.0M |
| Encompass Wealth Advisors, LLC | 0.28% | Add +0.0% | 5,817 | $1.0M |
| Middleton & Co. Inc. | 0.12% | No change | 5,816 | $1.0M |
| Soundmark Wealth Management, LLC | 0.46% | No change | 5,806 | $1.0M |
| Vawter Financial, Ltd. | 0.75% | Reduce -6.0% | 5,773 | $1.0M |
| Sendero Wealth Management, LLC | 0.18% | Reduce -0.3% | 5,746 | $1.0M |
| Tsfg, LLC | 0.26% | Reduce -3.2% | 5,743 | $1.0M |
| Fifth Third Securities, Inc. | 0.10% | Reduce -14.8% | 5,685 | $1.0M |
| Regis Management CO LLC | 0.31% | No change | 5,685 | $1.0M |
| HUB Investment Partners, LLC | 0.06% | Add +34.1% | 5,673 | $1.0M |
| Cornerstone Wealth Management, LLC | 0.08% | Reduce -12.7% | 5,669 | $1.0M |
| Moneco Advisors, LLC | 0.16% | Add +5.4% | 5,643 | $1.0M |
| Private Portfolio Partners LLC | 0.21% | Add +1.1% | 5,613 | $1.0M |
| Core Wealth Advisors, Inc. | 0.34% | No change | 5,599 | $1.0M |
| Advisors Capital Management, LLC | 0.02% | Add +1.1% | 5,593 | $1.0M |
| First Manhattan Co. Llc. | 0.00% | Reduce -25.4% | 5,570 | $1.0M |
| First Financial Corp. | 0.50% | Reduce -23.9% | 5,548 | $994K |
| Hemington Wealth Management | 0.36% | Add +35.6% | 5,541 | $993K |
| Chesley Taft & Associates LLC | 0.05% | Reduce -2.3% | 5,534 | $991K |
| Florida Trust Wealth Management Co | 0.03% | No change | 5,515 | $988K |
| Flagship Harbor Advisors, LLC | 0.06% | Add +117.2% | 5,498 | $985K |
| Eagle Strategies LLC | 0.22% | Reduce -37.7% | 5,446 | $975K |
| Coastal Bridge Advisors, LLC | 0.22% | No change | 5,438 | $974K |
| Investment Advisory Group, LLC | 0.40% | Add +8.0% | 5,399 | $967K |
| Paragon Capital Management Ltd | 0.17% | Add +0.2% | 5,379 | $964K |
| Staley Capital Advisers Inc. | 0.04% | No change | 5,358 | $960K |
| Connecticut Wealth Management, LLC | 0.05% | Reduce -26.3% | 5,347 | $958K |
| SouthState Bank Corp | 0.07% | Add +0.9% | 5,301 | $949K |
| Greenleaf Trust | 0.01% | Reduce -15.9% | 5,276 | $945K |
| Meridian Wealth Management, LLC | 0.16% | Reduce -17.2% | 5,245 | $939K |
| Regimen Wealth, LLC | 0.32% | Add +3.5% | 5,220 | $935K |
| WMS Partners, LLC | 0.06% | Add +31.1% | 5,219 | $935K |
| James Investment Research, Inc. | 0.11% | Reduce -10.4% | 5,205 | $932K |
| &partners | 0.13% | Reduce -52.0% | 5,193 | $930K |
| Financial Insights, Inc. | 0.27% | Reduce -2.4% | 5,191 | $930K |
| Independent Financial Group, LLC | 0.04% | Add +11.2% | 5,169 | $926K |
| First Foundation Advisors | 0.04% | Reduce -8.0% | 5,157 | $924K |
| Parisi Gray Wealth Management | 0.35% | Reduce -2.4% | 5,154 | $923K |
| First Bank & Trust | 0.19% | New | 5,133 | $919K |
| City Holding Co. | 0.14% | Add +1.5% | 5,131 | $919K |
| Investmark Advisory Group LLC | 0.50% | Add +2.6% | 5,126 | $918K |
| Harbour Investments, Inc. | 0.03% | Add +7.2% | 5,116 | $916K |
| Texas Capital Bank Wealth Management Services Inc | 0.10% | Reduce -33.7% | 5,058 | $906K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.03% | Add +8.4% | 5,056 | $906K |
| CENTRAL TRUST Co | 0.02% | Add +0.8% | 5,056 | $906K |
| S&co Inc. | 0.06% | No change | 5,050 | $904K |
| Sharkey, Howes & Javer | 0.15% | No change | 5,044 | $903K |
| WealthShield Partners, LLC | 0.15% | Reduce -32.6% | 5,025 | $900K |
| Capital Asset Advisory Services LLC | 0.05% | Add +7.6% | 5,077 | $897K |
| Regent Peak Wealth Advisors LLC | 0.23% | Reduce -4.4% | 4,998 | $895K |
| Hoese & Co LLP | 0.82% | No change | 5,224 | $895K |
| Merit Financial Group, LLC | 0.02% | Add +27.1% | 5,152 | $892K |
| Beaumont Financial Advisors, LLC | 0.07% | Add +0.1% | 4,959 | $888K |
| Bailard, Inc. | 0.02% | No change | 4,934 | $884K |
| Atlantic Union Bankshares Corp | 0.07% | Reduce -1.4% | 4,913 | $880K |
| Wealth Alliance, LLC | 0.12% | Add +57.3% | 4,900 | $878K |
| Veracity Capital LLC | 0.34% | Reduce -7.9% | 4,895 | $877K |
| BlueChip Wealth Advisors LLC | 0.56% | Add +1.2% | 4,884 | $875K |
| Virtue Capital Management, LLC | 0.16% | Add +59.5% | 5,024 | $869K |
| Welch & Forbes LLC | 0.01% | Reduce -5.2% | 4,850 | $869K |
| IFP Advisors, Inc | 0.04% | Reduce -1.6% | 4,823 | $864K |
| American Investment Services, Inc. | 0.15% | No change | 4,810 | $862K |
| Matrix Asset Advisors Inc. | 0.10% | Add +33.8% | 4,800 | $860K |
| Vontobel Holding Ltd. | 0.01% | No change | 4,764 | $853K |
| Matthew Goff Investment Advisor, LLC | 0.17% | Reduce -0.7% | 4,731 | $847K |
| Fiducient Advisors LLC | 0.17% | Add +28.9% | 4,717 | $845K |
| Bradley Foster & Sargent Inc. | 0.02% | Reduce -8.5% | 4,709 | $843K |
| Willow Creek Wealth Management Inc. | 0.10% | No change | 4,708 | $843K |
| Lakewood Asset Management LLC | 0.57% | Reduce -1.4% | 4,700 | $842K |
| Legacy Trust | 0.21% | No change | 4,695 | $841K |
| Evergreen Advisors, LLC | 0.26% | Reduce -2.6% | 4,694 | $841K |
| Dakota Wealth Management | 0.02% | Reduce -74.3% | 4,671 | $837K |
| Annex Advisory Services, LLC | 0.03% | Reduce -2.3% | 4,664 | $835K |
| Personal Cfo Solutions, LLC | 0.13% | Reduce -45.6% | 4,663 | $835K |
| Arax Advisory Partners | 0.09% | Reduce -1.5% | 4,660 | $835K |
| Lake Street Advisors Group, LLC | 0.04% | Reduce -25.4% | 4,636 | $830K |
| Mgo One Seven LLC | 0.04% | Reduce -21.8% | 4,601 | $824K |
| Cyndeo Wealth Partners, LLC | 0.07% | Reduce -0.3% | 4,577 | $820K |
| Live Oak Private Wealth LLC | 0.14% | Add +7.6% | 4,570 | $819K |
| CRA Financial Services, LLC | 0.18% | Add +1.9% | 4,541 | $813K |
| Barnett & Company, Inc. | 0.56% | No change | 4,532 | $812K |
| Guidance Point Advisors, LLC | 0.27% | Add +2.5% | 4,517 | $810K |
| Bogart Wealth, LLC | 0.04% | Reduce -0.2% | 4,505 | $807K |
| Renasant Bank | 0.57% | Reduce -0.4% | 4,490 | $804K |
| Invenio Wealth Partners LLC | 0.43% | Reduce -11.9% | 4,453 | $798K |
| Courier Capital LLC | 0.06% | Reduce -3.0% | 4,452 | $797K |
| Uptick Partners, LLC | 0.61% | Reduce -5.3% | 4,429 | $793K |
| Prosperity Consulting Group, LLC | 0.10% | Reduce -78.1% | 4,422 | $792K |
| Hoge Financial Services, LLC | 0.64% | New | 4,409 | $790K |
| Bedel Financial Consulting, Inc. | 0.12% | Reduce -2.7% | 4,377 | $784K |
| Abich Financial Wealth Management LLC | 0.60% | Add +652.0% | 4,339 | $777K |
| MWA Asset Management | 0.56% | Add +4.0% | 4,337 | $777K |
| Compound Planning, Inc. | 0.07% | Add +0.0% | 4,333 | $776K |
| Palisade Asset Management, LLC | 0.08% | Add +0.0% | 4,317 | $773K |
| Lowery Thomas, LLC | 0.59% | Reduce -6.1% | 4,316 | $773K |
| TFB Advisors LLC | 0.28% | Add +4.4% | 4,467 | $765K |
| Mayflower Financial Advisors, LLC | 0.13% | No change | 4,262 | $763K |
| Nvest Financial, LLC | 0.51% | Add +8.5% | 4,257 | $762K |
| Legacy Advisors, LLC | 0.10% | Add +6.3% | 4,248 | $761K |
| Nicolet Advisory Services, LLC | 0.08% | Reduce -24.4% | 4,261 | $755K |
| Wellington Management Group LLP | 0.00% | No change | 4,200 | $752K |
| Alpha Financial Advisors, LLC | 0.35% | No change | 4,197 | $752K |
| Cadence Bank | 0.05% | No change | 4,192 | $751K |
| First United Bank & Trust | 0.28% | Reduce -5.2% | 4,187 | $750K |
| Front Row Advisors LLC | 0.28% | Add +62.6% | 4,183 | $749K |
| Dana Investment Advisors, Inc. | 0.02% | Reduce -13.6% | 4,171 | $747K |
| NCM Capital Management, LLC | 0.42% | Reduce -0.6% | 4,168 | $746K |
| Hoylecohen, LLC | 0.06% | No change | 4,160 | $745K |
| Partners in Financial Planning | 0.17% | No change | 4,149 | $743K |
| Evergreen Capital Management LLC | 0.03% | Add +28.3% | 4,135 | $741K |
| Connectus Wealth, LLC | 0.02% | Reduce -9.3% | 5,331 | $741K |
| MIdWestOne Financial Group, Inc. | 0.13% | Reduce -1.4% | 4,130 | $740K |
| Walkner Condon Financial Advisors LLC | 0.16% | Add +40.8% | 4,124 | $739K |
| Trexquant Investment LP | 0.01% | Reduce -53.2% | 4,089 | $732K |
| Wolverine Trading, LLC | 0.01% | Add +208.2% | 4,053 | $726K |
| Ritholtz Wealth Management | 0.03% | Reduce -16.1% | 4,052 | $726K |
| Iams Wealth Management, LLC | 0.44% | New | 4,242 | $724K |
| Capital Investment Advisory Services, LLC | 0.08% | Add +1.6% | 4,041 | $724K |
| Berger Financial Group, Inc | 0.06% | Add +1.0% | 4,038 | $723K |
| Townsquare Capital LLC | 0.01% | Add +30.9% | 4,030 | $722K |
| Golden Road Advisors LLC | 0.60% | Reduce -0.8% | 4,023 | $721K |
| Ssi Investment Management LLC | 0.29% | No change | 4,020 | $720K |
| Emprise Bank | 0.48% | — | 4,002 | $717K |
| Bantamac Capital, LLC | 0.41% | No change | 4,000 | $716K |
| Woodmont Investment Counsel LLC | 0.06% | Reduce -3.1% | 3,959 | $709K |
| Greenup Street Wealth Management LLC | 0.18% | Reduce -21.8% | 3,951 | $708K |
| Wrapmanager Inc. | 0.20% | Reduce -2.8% | 3,923 | $703K |
| Continuum Advisory, LLC | 0.10% | Reduce -16.0% | 3,938 | $696K |
| Forthright Family Wealth Advisory LLC | 0.47% | New | 3,876 | $694K |
| Atticus Wealth Management, LLC | 0.23% | Reduce -3.4% | 3,856 | $691K |
| Roble, Belko & Company, Inc | 0.12% | No change | 3,850 | $690K |
| Occidental Asset Management, LLC | 0.13% | Reduce -0.5% | 3,839 | $688K |
| Empire Financial Management Company, LLC | 0.23% | No change | 3,838 | $687K |
| BSW Wealth Partners | 0.12% | No change | 3,820 | $684K |
| Rodgers & Associates, LTD | 0.09% | Add +4.8% | 3,816 | $683K |
| Lowe Brockenbrough & Co. Inc. | 0.05% | Reduce -28.9% | 3,813 | $683K |
| Empower Advisory Group, LLC | 0.00% | Add +25.0% | 3,808 | $682K |
| Sunpointe, LLC | 0.76% | Reduce -3.8% | 3,802 | $681K |
| Stanley-Laman Group, Ltd. | 0.09% | Add +0.2% | 3,800 | $681K |
| Debussy Capital Management LP | 0.20% | Add +0.2% | 3,844 | $680K |
| Stonebrook Private Inc. | 0.20% | Add +8.4% | 3,789 | $679K |
| Hamilton Capital, LLC | 0.05% | No change | 3,779 | $677K |
| Becker Capital Management Inc. | 0.02% | Reduce -70.9% | 3,768 | $675K |
| William Howard & Co Financial Advisors Inc | 0.63% | — | 3,727 | $668K |
| Bordeaux Wealth Advisors LLC | 0.22% | No change | 3,705 | $664K |
| Robinson Value Management, Ltd. | 0.44% | Reduce -5.5% | 3,698 | $662K |
| Composition Wealth, LLC | 0.02% | Reduce -20.1% | 3,694 | $662K |
| Lutz Financial Services LLC | 0.06% | Reduce -3.7% | 3,685 | $660K |
| Chapin Davis, Inc. | 0.24% | Reduce -1.1% | 3,681 | $659K |
| Aft, Forsyth & Company, Inc. | 0.37% | Add +0.1% | 3,670 | $657K |
| Westmount Partners, LLC | 0.24% | Add +1.6% | 3,660 | $656K |
| Benchmark Financial Wealth Advisors, LLC | 0.25% | Add +0.2% | 3,659 | $655K |
| Paladin Advisory Group, LLC | 0.52% | No change | 3,664 | $653K |
| GYL Financial Synergies, LLC | 0.05% | Add +2.5% | 3,642 | $652K |
| Perennial Investment Advisors, LLC | 0.10% | No change | 3,638 | $652K |
| Horan Securities, Inc. | 0.31% | Reduce -14.1% | 3,637 | $651K |
| Ballew Advisors, Inc | 0.45% | Reduce -0.3% | 3,721 | $650K |
| Archford Capital Strategies, LLC | 0.11% | Reduce -13.9% | 3,610 | $647K |
| Hanover Advisors Inc. | 0.27% | No change | 3,604 | $646K |
| Leo Wealth, LLC | 0.07% | Add +0.4% | 3,597 | $644K |
| Pinnacle Wealth Management Advisory Group, LLC | 0.07% | No change | 3,576 | $640K |
| Atlanta Consulting Group Advisors, LLC | 0.22% | — | 3,572 | $640K |
| Charter Oak Capital Management, LLC | 0.07% | No change | 3,570 | $639K |
| Financial Guidance Group, Inc. | 0.41% | No change | 3,562 | $638K |
| One Wealth Advisors, LLC | 0.11% | Reduce -57.5% | 3,556 | $637K |
| Archer Investment Corp | 0.19% | No change | 3,549 | $636K |
| Bourgeon Capital Management LLC | 0.12% | No change | 3,528 | $632K |
| Lunt Capital Management, Inc. | 0.31% | No change | 3,520 | $630K |
| Sigma Planning Corp | 0.02% | Add +49.3% | 3,510 | $629K |
| Fort Sheridan Advisors LLC | 0.12% | Add +16.5% | 3,481 | $624K |
| Moloney Securities Asset Management, LLC | 0.09% | Add +0.2% | 3,470 | $622K |
| Warner Financial, Inc. | 0.31% | Reduce -0.3% | 3,462 | $620K |
| Calamos Wealth Management LLC | 0.04% | Reduce -3.4% | 3,454 | $619K |
| Auxano Advisors, LLC | 0.18% | Add +0.3% | 3,453 | $618K |
| Obermeyer Wealth Partners | 0.04% | Reduce -2.8% | 3,436 | $615K |
| Mason Investment Advisory Services, Inc. | 0.04% | Reduce -19.7% | 3,419 | $612K |
| Main Street Financial Solutions, LLC | 0.06% | Add +21.8% | 3,386 | $607K |
| Strategic Financial Partners, Ltd. | 0.33% | Reduce -6.6% | 3,373 | $604K |
| Miller Investment Management, LP | 0.08% | Reduce -30.8% | 3,368 | $603K |
| Lake Street Private Wealth, LLC | 0.08% | Reduce -7.8% | 3,349 | $600K |
| Regal Investment Advisors LLC | 0.04% | Reduce -1.1% | 3,340 | $598K |
| Melfa Wealth Management, Inc. | 0.43% | New | 3,330 | $596K |
| BOK Financial Private Wealth, Inc. | 0.04% | No change | 3,329 | $596K |
| Independence Bank of Kentucky | 0.18% | No change | 3,327 | $596K |
| Leavell Investment Management, Inc. | 0.03% | Reduce -0.3% | 3,323 | $595K |
| Private Capital Management LLC | 0.13% | Reduce -1.7% | 3,322 | $595K |
| Rockbridge Investment Management, LCC | 0.09% | Reduce -0.7% | 3,316 | $594K |
| Wescott Financial Advisory Group, LLC | 0.07% | Add +0.3% | 3,316 | $594K |
| Foundations Investment Advisors, LLC | 0.02% | Reduce -2.5% | 3,294 | $590K |
| Charles Schwab Trust Co | 0.06% | Add +98.3% | 3,293 | $590K |
| Betterment LLC | 0.00% | Reduce -18.3% | 3,275 | $587K |
| Ellis Investment Partners, LLC | 0.13% | Add +3.4% | 3,235 | $579K |
| Bristlecone Advisors, LLC | 0.05% | Reduce -3.0% | 3,220 | $577K |
| Apollon Financial, LLC | 0.20% | Add +0.2% | 3,215 | $576K |
| Waterfront Wealth Inc. | 0.16% | No change | 3,334 | $575K |
| First National Trust Co | 0.02% | Add +50.2% | 3,211 | $575K |
| Park Edge Advisors, LLC | 0.16% | Reduce -4.4% | 3,211 | $575K |
| Capital City Trust Co. | 0.16% | No change | 3,201 | $573K |
| Cutler Group LLC / CA | 0.29% | Add +1500.0% | 3,200 | $573K |
| Beacon Financial Strategies CORP | 0.41% | Add +0.1% | 3,197 | $573K |
| Householder Group Estate & Retirement Specialist, LLC | 0.17% | Reduce -5.0% | 3,189 | $571K |
| Insigneo Advisory Services, LLC | 0.07% | Add +9.1% | 3,189 | $571K |
| Cassady Schiller Wealth Management, LLC | 0.25% | No change | 3,182 | $570K |
| Glassman Wealth Services | 0.11% | Add +13.9% | 3,159 | $566K |
| Greenwood Gearhart LLC | 0.06% | Add +187.1% | 3,158 | $566K |
| TrueWealth Advisors, LLC | 0.22% | Add +0.1% | 3,153 | $565K |
| Tudor Investment Corporation | 0.01% | New | 3,152 | $565K |
| Everpar Advisors LLC | 0.34% | Reduce -55.6% | 3,148 | $564K |
| Towercrest Capital Management | 0.09% | Reduce -8.7% | 3,123 | $559K |
| Titleist Asset Management, LLC | 0.10% | Add +16.1% | 3,120 | $559K |
| Forte Capital LLC | 0.07% | Reduce -1.4% | 3,119 | $559K |
| Cannon Financial Strategists, Inc. | 0.11% | Add +1.2% | 3,115 | $558K |
| Power Wealth Management LLC | 0.35% | Add +106.8% | 3,113 | $558K |
| DAVENPORT & Co LLC | 0.00% | Reduce -7.1% | 3,094 | $554K |
| Elevated Capital Advisors, LLC | 0.16% | Add +118.8% | 3,088 | $553K |
| TBH Global Asset Management, LLC | 0.11% | Add +5.3% | 3,058 | $548K |
| OVERSEA-CHINESE BANKING Corp Ltd | 0.02% | No change | 3,180 | $545K |
| Quadrant Private Wealth Management, LLC | 0.14% | Reduce -10.6% | 3,035 | $544K |
| St Germain D J Co. Inc. | 0.03% | Add +21.6% | 3,029 | $543K |
| Skyline Advisors, Inc. | 0.24% | Add +0.4% | 3,013 | $540K |
| Buckhead Capital Management LLC | 0.18% | No change | 3,000 | $537K |
| Meeder Advisory Services, Inc. | 0.05% | Add +110.7% | 2,998 | $537K |
| Adirondack Trust Co. | 0.22% | No change | 2,997 | $537K |
| Money Concepts Capital Corp. | 0.05% | Add +1.3% | 2,988 | $535K |
| Farmers Trust Co. | 0.11% | Add +20.7% | 2,970 | $532K |
| Schnieders Capital Management LLC | 0.11% | No change | 2,968 | $532K |
| Citizens & Northern Corp. | 0.18% | No change | 2,967 | $531K |
| Catalina Capital Group, LLC | 0.23% | New | 2,963 | $531K |
| Oxler Private Wealth LLC | 0.21% | Add +0.3% | 2,960 | $530K |
| Essex Bank | 0.15% | No change | 3,198 | $528K |
| Eight 31 Financial, LLC | 0.33% | Add +1.0% | 2,949 | $528K |
| Capital Insight Partners, LLC | 0.10% | Reduce -3.1% | 2,935 | $526K |
| Cordgrass Capital Advisors, LLC | 0.16% | Reduce -2.2% | 2,931 | $525K |
| PrairieView Partners, LLC | 0.06% | Reduce -0.8% | 2,925 | $524K |
| Exencial Wealth Advisors, LLC | 0.02% | Reduce -0.5% | 2,913 | $522K |
| Sovereign Financial Group, Inc. | 0.14% | Reduce -4.7% | 2,910 | $521K |
| Edgemoor Investment Advisors, Inc. | 0.05% | No change | 2,906 | $520K |
| Berkeley Capital Partners, LLC | 0.16% | Reduce -24.0% | 2,902 | $520K |
| Dechtman Wealth Management, LLC | 0.12% | Add +0.4% | 2,884 | $517K |
| Cornell Pochily Investment Advisors, Inc. | 0.20% | No change | 2,880 | $516K |
| Talisman Wealth Advisors LLC | 0.64% | Reduce -0.2% | 2,847 | $510K |
| WealthPLAN Partners, LLC | 0.05% | No change | 2,842 | $509K |
| Spotlight Asset Group, Inc. | 0.36% | No change | 2,831 | $507K |
| Moss Adams Wealth Advisors LLC | 0.08% | Add +56.3% | 2,819 | $505K |
| Plancorp, LLC | 0.02% | Reduce -1.1% | 2,818 | $505K |
| JSF Financial, LLC | 0.16% | Add +0.9% | 2,817 | $505K |
| London Co. of Virginia | 0.00% | Reduce -99.1% | 2,815 | $504K |
| Oliver Luxxe Assets LLC | 0.10% | Reduce -18.6% | 2,792 | $500K |
| AAF Wealth Management, LLC | 0.28% | Add +0.2% | 2,788 | $499K |
| Fernwood Investment Management, LLC | 0.14% | No change | 2,773 | $497K |
| Realta Investment Advisors | 0.10% | New | 2,768 | $496K |
| Ledyard National Bank | 0.05% | Add +71.0% | 2,759 | $494K |
| Farther Finance Advisors, LLC | 0.03% | Add +30.7% | 2,766 | $493K |
| Operose Advisors LLC | 0.17% | Reduce -17.0% | 2,741 | $491K |
| Cascade Financial Partners, LLC | 0.07% | — | 2,848 | $489K |
| Campion Asset Management | 0.38% | Reduce -48.1% | 2,724 | $488K |
| Acima Private Wealth, LLC | 0.18% | No change | 2,721 | $487K |
| Mirador Capital Partners LP | 0.09% | Add +0.4% | 2,719 | $487K |
| Sand Hill Global Advisors, LLC | 0.02% | Reduce -5.5% | 2,706 | $485K |
| Crestwood Advisors Group, LLC | 0.01% | Reduce -10.2% | 2,705 | $484K |
| Alpha Cubed Investments, LLC | 0.03% | Add +20.9% | 2,700 | $484K |
| Aire Advisors, LLC | 0.11% | Add +0.5% | 2,692 | $482K |
| Gratus Capital, LLC | 0.02% | No change | 2,683 | $481K |
| Caldwell Trust Co | 0.06% | No change | 2,670 | $478K |
| Cobblestone Capital Advisors LLC | 0.03% | New | 2,666 | $478K |
| Trust Point Inc. | 0.04% | No change | 2,659 | $476K |
| Belpointe Asset Management LLC | 0.04% | Add +25.9% | 2,629 | $471K |
| Truepoint, Inc. | 0.01% | No change | 2,626 | $470K |
| Chicago Wealth Management, Inc. | 0.28% | No change | 2,621 | $469K |
| Townsend Asset Management Corp. /NC/ | 0.19% | Add +0.3% | 2,617 | $469K |
| SC&H Financial Advisors, Inc. | 0.12% | Add +0.2% | 2,607 | $467K |
| MassMutual Private Wealth & Trust, FSB | 0.01% | Reduce -8.3% | 2,581 | $462K |
| Bremer Bank National Association | 0.09% | No change | 2,576 | $461K |
| Berkeley, Inc | 0.28% | Reduce -0.8% | 2,562 | $459K |
| Insight Advisors, LLC/ PA | 0.09% | No change | 2,546 | $456K |
| World Investment Advisors | 0.07% | Reduce -64.2% | 2,538 | $454K |
| Principal Securities, Inc. | 0.01% | Reduce -5.6% | 2,532 | $454K |
| Galvin, Gaustad & Stein, LLC | 0.04% | Reduce -21.2% | 2,529 | $453K |
| Tritonpoint Wealth, LLC | 0.05% | Reduce -28.7% | 2,653 | $453K |
| Deroy & Devereaux Private Investment Counsel Inc. | 0.03% | No change | 2,525 | $452K |
| Cypress Capital, LLC | 0.12% | Reduce -5.1% | 2,520 | $451K |
| LM Advisors LLC | 0.08% | Add +24.8% | 2,515 | $450K |
| Bromfield Sneider Wealth Advisors | 0.28% | Add +29.5% | 2,511 | $450K |
| FARMERS & MERCHANTS TRUST Co OF LONG BEACH | 0.11% | Add +16.3% | 2,500 | $448K |
| WealthBridge Capital Management, LLC | 0.15% | Reduce -0.4% | 2,496 | $447K |
| Spinnaker Trust | 0.03% | Add +0.6% | 2,494 | $447K |
| Brown, Lisle/Cummings, Inc. | 0.15% | No change | 2,477 | $444K |
| Heritage Financial Services, LLC | 0.07% | No change | 2,473 | $443K |
| Fusion Capital, LLC | 0.20% | Add +0.1% | 2,471 | $443K |
| YHB Investment Advisors, Inc. | 0.04% | No change | 2,471 | $443K |
| Arden Trust Co | 0.06% | Reduce -31.6% | 2,467 | $442K |
| Red Door Wealth Management, LLC | 0.08% | Reduce -45.6% | 2,430 | $435K |
| Parsons Capital Management Inc. | 0.03% | Reduce -4.5% | 2,428 | $435K |
| McNamara Financial Services, Inc. | 0.09% | Reduce -1.2% | 2,424 | $434K |
| Orgel Wealth Management, LLC | 0.01% | Reduce -2.3% | 2,420 | $433K |
| Cambridge Trust Co. | 0.02% | Reduce -23.3% | 2,413 | $432K |
| LRI Investments, LLC | 0.11% | — | 2,405 | $431K |
| Cary Street Partners Asset Management LLC | 0.07% | Reduce -33.8% | 2,396 | $429K |
| Heartwood Wealth Advisors LLC | 0.05% | Reduce -2.9% | 2,388 | $428K |
| Institute for Wealth Management, LLC. | 0.06% | Add +9.2% | 2,386 | $427K |
| Pettyjohn, Wood & White, Inc. | 0.08% | No change | 2,360 | $423K |
| Old Mission Investment Co LLC | 0.14% | Reduce -6.9% | 2,356 | $422K |
| First Citizens Asset Management, Inc. | 0.16% | Reduce -0.3% | 2,355 | $422K |
| Alliance Wealth Management Group | 0.12% | No change | 2,353 | $421K |
| Riverpoint Wealth Management Holdings, LLC | 0.12% | No change | 2,340 | $419K |
| Salem Investment Counselors Inc. | 0.01% | Add +25.7% | 2,334 | $418K |
| Tortoise Investment Management, LLC | 0.05% | Reduce -0.6% | 2,333 | $418K |
| HT Partners LLC | 0.15% | No change | 2,322 | $416K |
| Members Trust Co | 0.01% | Reduce -24.0% | 2,322 | $416K |
| Aveo Capital Partners, LLC | 0.05% | New | 2,396 | $415K |
| Strategic Financial Concepts, LLC | 0.10% | New | 2,310 | $414K |
| Robinson Smith Wealth Advisors LLC | 0.40% | No change | 2,309 | $414K |
| Burton Enright Welch | 0.10% | No change | 2,306 | $413K |
| Soltis Investment Advisors LLC | 0.05% | Add +0.6% | 2,306 | $413K |
| Sage Mountain Advisors LLC | 0.04% | No change | 2,303 | $412K |
| Elk River Wealth Management LLC | 0.08% | No change | 2,300 | $412K |
| Evoke Wealth, LLC | 0.01% | New | 2,291 | $410K |
| Jentner Corp | 0.14% | Reduce -4.2% | 2,284 | $409K |
| McCarthy & Cox | 0.15% | — | 2,281 | $409K |
| Curran Financial Partners, LLC | 0.14% | Add +4.1% | 2,276 | $408K |
| Pittenger & Anderson Inc. | 0.02% | No change | 2,270 | $407K |
| Petredis Investment Advisors LLC | 0.05% | No change | 2,268 | $406K |
| Montis Financial, LLC | 0.19% | Add +0.3% | 2,262 | $405K |
| Gallacher Capital Management LLC | 0.20% | Add +19.1% | 2,246 | $402K |
| Hollencrest Capital Management | 0.02% | No change | 2,221 | $398K |
| American National Bank & Trust | 0.05% | No change | 2,215 | $397K |
| Keebeck Wealth Management | 0.06% | No change | 2,213 | $396K |
| Clarity Financial LLC | 0.06% | No change | 2,209 | $396K |
| Klingman & Associates, LLC | 0.03% | Reduce -0.5% | 2,208 | $395K |
| Watchman Group, Inc. | 0.12% | Reduce -36.1% | 2,204 | $395K |
| GW&K Investment Management, LLC | 0.00% | No change | 2,200 | $394K |
| Global Trust Asset Management, LLC | 0.16% | No change | 2,196 | $393K |
| DiNuzzo Private Wealth, Inc. | 0.05% | Reduce -6.5% | 2,194 | $393K |
| USAdvisors Wealth Management, LLC | 0.15% | Reduce -9.7% | 2,193 | $392K |
| RKL Wealth Management LLC | 0.04% | Add +0.1% | 2,187 | $392K |
| Marino, Stram & Associates LLC | 0.09% | Reduce -5.4% | 2,182 | $391K |
| Pasadena Private Wealth, LLC | 0.09% | No change | 2,177 | $390K |
| Trust Co. of Vermont | 0.02% | Add +351.4% | 2,176 | $390K |
| ICA Group Wealth Management, LLC | 0.08% | Add +11.5% | 2,175 | $389K |
| Glen Eagle Advisors, LLC | 0.07% | Add +8.4% | 2,171 | $389K |
| Hazlett, Burt & Watson, Inc. | 0.23% | Reduce -1.0% | 2,160 | $388K |
| Bartlett & Co. Wealth Management LLC | 0.01% | Reduce -0.9% | 2,165 | $388K |
| FourThought Financial Partners, LLC | 0.04% | Reduce -10.1% | 2,154 | $386K |
| Coastwise Capital Group, LLC | 0.36% | No change | 2,150 | $385K |
| McClarren Financial Advisors, Inc. | 0.28% | Add +0.4% | 2,146 | $385K |
| Washington Trust Advisors, Inc. | 0.04% | Reduce -2.0% | 2,146 | $384K |
| Gibson Capital, LLC | 0.08% | No change | 2,146 | $384K |
| American Trust | 0.03% | Reduce -24.3% | 2,140 | $383K |
| Zhang Financial LLC | 0.03% | Add +0.1% | 2,138 | $383K |
| Transcend Capital Advisors, LLC | 0.03% | Add +10.5% | 2,130 | $382K |
| Weatherly Asset Management L. P. | 0.04% | No change | 2,128 | $381K |
| Private Wealth Strategies, L.L.C. | 0.08% | Add +0.2% | 2,119 | $380K |
| Meridian Wealth Advisors, LLC | 0.07% | No change | 2,114 | $379K |
| Oder Investment Management, LLC | 0.35% | No change | 2,108 | $378K |
| Sachem Hill LLC | 0.09% | No change | 2,108 | $378K |
| Philip James Wealth Mangement, LLC | 0.27% | Add +0.4% | 2,105 | $377K |
| Stephenson & Company, Inc. | 0.28% | Reduce -6.7% | 2,102 | $377K |
| Willner & Heller, LLC | 0.37% | Add +0.4% | 2,090 | $374K |
| Farmers National Bank | 0.11% | Add +31.9% | 2,080 | $373K |
| First Nebraska Trust Co | 0.04% | No change | 2,077 | $372K |
| Wedmont Private Capital | 0.03% | Add +18.8% | 2,082 | $369K |
| Delta Financial Group, Inc. | 0.11% | No change | 2,058 | $369K |
| LJI Wealth Management, LLC | 0.10% | Reduce -11.6% | 2,060 | $369K |
| Rockwood Wealth Management, LLC | 0.05% | No change | 2,060 | $369K |
| Austin Asset Management Co Inc | 0.08% | No change | 2,056 | $368K |
| Bison Wealth, LLC | 0.06% | Add +0.2% | 2,055 | $368K |
| Nicholas Hoffman & Company, LLC. | 0.02% | Add +0.9% | 2,051 | $367K |
| MSH Capital Advisors LLC | 0.13% | Reduce -64.7% | 2,040 | $365K |
| Greenspring Advisors, LLC | 0.09% | No change | 2,040 | $365K |
| Vise Technologies, Inc. | 0.07% | Add +36.3% | 2,038 | $365K |
| AdvisorNet Financial, Inc | 0.04% | Add +18.5% | 2,034 | $364K |
| FineMark National Bank & Trust | 0.01% | Reduce -4.4% | 2,031 | $364K |
| Charles Schwab Investment Advisory, Inc. | 0.00% | Reduce -2.1% | 2,029 | $363K |
| Triangle Securities Wealth Management | 0.10% | Reduce -0.3% | 2,029 | $363K |
| Performance Wealth Partners, LLC | 0.02% | Reduce -14.5% | 2,025 | $363K |
| MCF Advisors LLC | 0.03% | Reduce -0.3% | 2,015 | $361K |
| PGIM Custom Harvest LLC | 0.01% | No change | 2,012 | $360K |
| Sharp Wealth Advisory, LLC | 0.33% | No change | 2,008 | $360K |
| Matisse Capital | 0.17% | Add +0.1% | 2,003 | $359K |
| Canal Capital Management, LLC | 0.06% | Add +0.3% | 2,000 | $358K |
| Abner Herrman & Brock LLC | 0.04% | Reduce -7.5% | 2,000 | $358K |
| DB Fitzpatrick & Co, Inc | 0.33% | Reduce -7.3% | 1,997 | $358K |
| Jaffetilchin Investment Partners, LLC | 0.03% | Reduce -1.0% | 1,995 | $357K |
| Safeguard Financial, LLC | 0.12% | No change | 1,982 | $355K |
| Forum Private Client Group LLC | 0.17% | Reduce -5.5% | 1,979 | $354K |
| Advisor OS, LLC | 0.04% | No change | 1,974 | $354K |
| Highline Wealth Partners LLC | 0.14% | Reduce -33.3% | 1,973 | $353K |
| Good Life Advisors, LLC | 0.03% | Reduce -3.5% | 1,973 | $353K |
| Wells Trecaso Financial Group, LLC | 0.12% | Reduce -6.6% | 1,971 | $353K |
| Gray Private Wealth, LLC | 0.23% | — | 1,970 | $353K |
| Hamilton Point Investment Advisors, LLC | 0.07% | No change | 1,965 | $352K |
| PBMares Wealth Management LLC | 0.09% | No change | 1,963 | $352K |
| Journey Advisory Group, LLC | 0.04% | Add +11.1% | 1,956 | $350K |
| Rockland Trust Co. | 0.02% | No change | 1,940 | $347K |
| Wealthspire Retirement, LLC | 0.03% | Reduce -11.7% | 1,939 | $347K |
| Jackson, Grant Investment Advisers, Inc. | 0.14% | Add +31.6% | 1,938 | $347K |
| Inspirion Wealth Advisors, LLC | 0.06% | No change | 1,936 | $347K |
| Cornerstone Wealth Group, LLC | 0.03% | Add +40.4% | 1,936 | $347K |
| BKM Wealth Management, LLC | 0.15% | Add +14.9% | 1,930 | $346K |
| Koshinski Asset Management, Inc. | 0.04% | New | 1,930 | $346K |
| Armstrong Advisory Group, Inc. | 0.03% | No change | 2,090 | $345K |
| McDonald Partners LLC | 0.09% | No change | 1,926 | $345K |
| Phoenix Wealth Advisors | 0.21% | Reduce -12.7% | 1,920 | $344K |
| Journey Strategic Wealth LLC | 0.02% | New | 1,919 | $344K |
| IFG Advisors, LLC | 0.09% | Add +55.6% | 1,911 | $342K |
| Arbor Wealth Advisors LLC | 0.32% | No change | 1,910 | $342K |
| Cozad Asset Management Inc. | 0.04% | No change | 1,910 | $342K |
| Engineers Gate Manager LP | 0.01% | New | 1,904 | $341K |
| Integris Wealth Management, LLC | 0.09% | No change | 1,900 | $340K |
| Walleye Trading LLC | 0.01% | No change | 1,890 | $339K |
| Poehling Capital Management, INC. | 0.09% | Add +23.1% | 1,889 | $338K |
| Pinnacle Bancorp, Inc. | 0.10% | Reduce -5.9% | 1,888 | $338K |
| Planning Capital Management Corp | 0.25% | Reduce -22.3% | 1,879 | $337K |
| True Link Financial Advisors, LLC | 0.03% | No change | 1,873 | $335K |
| WASHINGTON TRUST Co | 0.01% | Add +16.2% | 1,872 | $335K |
| ShoreHaven Wealth Partners, LLC | 0.18% | Reduce -0.1% | 1,871 | $335K |
| Noesis Capital Mangement Corp. | 0.07% | No change | 1,869 | $335K |
| Coulter & Justus Financial Services, LLC | 0.07% | New | 1,869 | $335K |
| Ironwood Investment Management LLC | 0.16% | No change | 1,867 | $334K |
| Cedar Brook Financial Partners, LLC | 0.07% | Add +0.3% | 1,861 | $333K |
| Root Financial Partners, LLC | 0.10% | New | 1,860 | $333K |
| Kowal Investment Group, LLC | 0.07% | Reduce -92.5% | 1,851 | $332K |
| DGS Capital Management, LLC | 0.09% | New | 1,847 | $331K |
| MBL Wealth, LLC | 0.04% | No change | 1,844 | $330K |
| PACK Private Wealth, LLC | 0.21% | No change | 1,842 | $330K |
| Ritter Daniher Financial Advisory LLC / DE | 0.11% | No change | 1,842 | $330K |
| LaFleur & Godfrey LLC | 0.05% | Reduce -0.5% | 1,842 | $330K |
| Stone Summit Wealth LLC | 0.11% | No change | 1,827 | $327K |
| Strategies Wealth Advisors, LLC | 0.05% | New | 1,821 | $326K |
| Highview Capital Management LLC | 0.15% | No change | 1,820 | $326K |
| Davis R M Inc. | 0.01% | No change | 1,816 | $325K |
| Addison Capital Co | 0.16% | New | 1,813 | $325K |
| Cibc World Market Inc. | 0.00% | Add +0.1% | 1,805 | $323K |
| Blue Bell Private Wealth Management, LLC | 0.07% | Reduce -14.3% | 1,792 | $321K |
| Tanager Wealth Management LLP | 0.05% | No change | 1,791 | $321K |
| Wealth Management Partners, LLC | 0.16% | No change | 1,788 | $320K |
| Concourse Financial Group Securities, Inc. | 0.02% | Add +0.2% | 1,779 | $319K |
| Rice Partnership, LLC | 0.07% | No change | 1,771 | $317K |
| Obsidian Cio, LLC | 0.08% | Add +0.1% | 1,770 | $317K |
| Imprint Wealth LLC | 0.08% | New | 1,778 | $317K |
| Madison Wealth Partners, Inc | 0.11% | Reduce -0.2% | 1,762 | $316K |
| Altus Wealth Management, LLC | 0.17% | No change | 1,761 | $315K |
| BIP Wealth, LLC | 0.02% | Add +43.7% | 1,758 | $315K |
| First Commonwealth Financial Corp | 0.08% | Reduce -0.8% | 1,758 | $315K |
| Fairway Wealth LLC | 0.21% | No change | 1,745 | $313K |
| Wealth Architects, LLC | 0.04% | No change | 1,740 | $312K |
| Fifth Third Wealth Advisors LLC | 0.05% | New | 1,729 | $310K |
| Frank, Rimerman Advisors LLC | 0.06% | No change | 1,728 | $310K |
| Columbia Bank | 0.13% | — | 1,727 | $309K |
| FCG Investment Co | 0.25% | No change | 1,725 | $309K |
| Allen Mooney & Barnes Investment Advisors LLC | 0.06% | No change | 1,748 | $305K |
| Spirepoint Private Client, LLC | 0.05% | — | 1,695 | $304K |
| Moors & Cabot, Inc. | 0.02% | Reduce -0.7% | 1,692 | $303K |
| CWS Financial Advisors, LLC | 0.12% | Reduce -27.6% | 1,690 | $303K |
| NWF Advisory Services Inc. | 0.05% | New | 1,690 | $303K |
| Mechanics Bank Trust Department | 0.04% | New | 1,685 | $302K |
| BCGM Wealth Management, LLC | 0.11% | Add +0.1% | 1,684 | $302K |
| JNBA Financial Advisors | 0.03% | No change | 1,681 | $301K |
| Elm Partners Management LLC | 0.02% | Add +14.2% | 1,681 | $301K |
| First PREMIER Bank | 0.08% | Reduce -5.6% | 1,680 | $301K |
| Aspire Private Capital, LLC | 0.08% | No change | 1,660 | $297K |
| Emergent Wealth Advisors, LLC | 0.25% | Add +1.5% | 1,651 | $296K |
| Doliver Advisors, LP | 0.08% | No change | 1,650 | $296K |
| S.E.E.D. Planning Group LLC | 0.11% | No change | 1,649 | $295K |
| Beacon Capital Management, LLC | 0.06% | Reduce -6.2% | 1,645 | $295K |
| SeaCrest Wealth Management, LLC | 0.04% | Reduce -25.2% | 1,644 | $294K |
| Total Wealth Planning, LLC | 0.05% | No change | 1,635 | $293K |
| McIlrath & Eck, LLC | 0.05% | Add +10.2% | 1,632 | $292K |
| Principle Wealth Partners LLC | 0.02% | No change | 1,620 | $290K |
| Empowered Funds, LLC | 0.01% | New | 1,620 | $290K |
| Echo Wealth Management, LLC | 0.24% | Reduce -19.1% | 1,619 | $290K |
| Concord Investment Counsel Inc. | 0.10% | — | 1,619 | $290K |
| Sabal Trust CO | 0.02% | No change | 1,614 | $289K |
| Trust Co | 0.04% | No change | 1,611 | $289K |
| Merriman Wealth Management, LLC | 0.01% | Reduce -1.0% | 1,611 | $289K |
| Rathbones Group PLC | 0.00% | Reduce -6.0% | 1,610 | $288K |
| GC Wealth Management RIA, LLC | 0.06% | Add +8.7% | 1,606 | $288K |
| Advisor Resource Council | 0.12% | Add +18.2% | 1,694 | $286K |
| M&R Capital Management Inc. | 0.07% | Add +0.2% | 1,596 | $286K |
| Watershed Private Wealth LLC | 0.13% | No change | 1,594 | $286K |
| Beacon Bank & Trust | 0.07% | Reduce -18.7% | 1,586 | $284K |
| Gsa Capital Partners LLP | 0.02% | Add +0.1% | 1,585 | $284K |
| Fort Washington Investment Advisors Inc. | 0.00% | Reduce -3.1% | 1,581 | $283K |
| Ewa, LLC | 0.13% | Reduce -3.6% | 1,596 | $282K |
| Stockman Wealth Management, Inc. | 0.05% | Reduce -6.0% | 1,575 | $282K |
| Campbell Wealth Management | 0.03% | New | 1,577 | $282K |
| Benjamin F. Edwards & Company, Inc. | 0.01% | Reduce -17.8% | 1,577 | $282K |
| Sicart Associates LLC | 0.10% | Reduce -24.4% | 1,574 | $282K |
| Rainey & Randall Wealth Advisors Inc. | 0.07% | Add +0.1% | 1,574 | $282K |
| Jamison Private Wealth Management, Inc. | 0.05% | New | 1,573 | $282K |
| Hourglass Capital, LLC | 0.08% | No change | 1,560 | $279K |
| SteelPeak Wealth, LLC | 0.01% | Add +4.0% | 1,558 | $279K |
| Grandfield & Dodd, LLC | 0.02% | No change | 1,557 | $279K |
| One Day In July LLC | 0.04% | Add +0.9% | 1,554 | $278K |
| Sunbelt Securities, Inc. | 0.03% | Reduce -1.7% | 1,554 | $278K |
| PDS Planning, Inc | 0.03% | Add +0.2% | 1,550 | $278K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.03% | New | 1,546 | $277K |
| King Wealth Management Group | 0.05% | Reduce -5.1% | 1,543 | $276K |
| GM Advisory Group, LLC | 0.02% | Add +0.2% | 1,539 | $276K |
| Executive Wealth Management, LLC | 0.02% | No change | 1,545 | $275K |
| Liberty Wealth Management LLC | 0.05% | Add +15.8% | 1,531 | $274K |
| Epic Trust Investment Advisors, LLC | 0.34% | Reduce -36.3% | 1,528 | $274K |
| RMR Capital Management, LLC | 0.27% | No change | 1,528 | $274K |
| Beaird Harris Wealth Management, LLC | 0.03% | Reduce -3.2% | 1,524 | $273K |
| Strategic Family Wealth Counselors, L.L.C. | 0.11% | Add +9.9% | 1,520 | $272K |
| Transform Wealth, LLC | 0.03% | Reduce -12.7% | 1,515 | $271K |
| Christensen, King & Associates Investment Services, Inc. | 0.14% | Reduce -7.4% | 1,514 | $271K |
| Capital Analysts, LLC | 0.01% | Reduce -31.9% | 1,515 | $271K |
| Inscription Capital, LLC | 0.04% | New | 1,512 | $271K |
| Oak Family Advisors, LLC | 0.10% | No change | 1,511 | $271K |
| Smith Salley Wealth Management | 0.02% | Reduce -30.6% | 1,511 | $271K |
| Private Wealth Partners, LLC | 0.02% | No change | 1,509 | $270K |
| Legacy Wealth Management, LLC | 0.02% | No change | 1,504 | $269K |
| Alliance Wealth Advisors, LLC | 0.17% | Reduce -10.5% | 1,495 | $268K |
| FinTrust Capital Advisors, LLC | 0.05% | Reduce -33.8% | 1,490 | $267K |
| Baker Ellis Asset Management LLC | 0.04% | No change | 1,487 | $266K |
| Franklin, Parlapiano, Turner & Welch, LLC | 0.07% | Reduce -27.7% | 1,485 | $266K |
| SYSTM Wealth Solutions LLC | 0.03% | Reduce -94.1% | 1,481 | $265K |
| Ridgecrest Wealth Partners, LLC | 0.16% | No change | 1,480 | $265K |
| Heck Capital Advisors, LLC | 0.04% | Add +354.5% | 1,477 | $265K |
| CoreCap Advisors, LLC | 0.01% | Add +7.5% | 1,476 | $264K |
| Point Windward Advisors Inc. | 0.11% | Reduce -22.6% | 1,474 | $264K |
| Trek Financial, LLC | 0.02% | Reduce -0.5% | 1,469 | $263K |
| Greenhouse Wealth Management, LLC | 0.20% | Add +0.3% | 1,466 | $263K |
| O'Dell Group, LLC | 0.06% | No change | 1,455 | $261K |
| Avondale Wealth Management | 0.18% | No change | 1,454 | $260K |
| Bell Bank | 0.02% | No change | 1,451 | $260K |
| Bank of Hawaii | 0.01% | No change | 1,447 | $259K |
| Cornerstone Management, Inc. | 0.06% | No change | 1,446 | $259K |
| Gordian Advisors LLC | 0.24% | No change | 1,446 | $259K |
| Bright Futures Wealth Management, LLC. | 0.14% | — | 1,469 | $256K |
| Manchester Financial Inc. | 0.07% | No change | 1,429 | $256K |
| Northstar Asset Management Inc. | 0.04% | Reduce -3.6% | 1,426 | $255K |
| Sollinda Capital Management LLC | 0.08% | Reduce -22.8% | 1,423 | $255K |
| Keb Asset Management, LLC | 0.09% | No change | 1,420 | $254K |
| Roberts Glore & Co. Inc. | 0.08% | No change | 1,417 | $254K |
| Summit Investment Advisory Services, LLC | 0.15% | No change | 1,416 | $254K |
| Csenge Advisory Group | 0.01% | Reduce -0.5% | 1,415 | $253K |
| Fiera Capital Corp | 0.00% | Add +0.1% | 1,414 | $253K |
| Madrona Financial Services, LLC | 0.09% | Add +0.4% | 1,413 | $253K |
| Pacifica Partners Inc. | 0.11% | Reduce -4.9% | 1,435 | $252K |
| Rothschild Wealth LLC | 0.09% | — | 1,403 | $251K |
| BCS Wealth Management | 0.08% | Reduce -0.3% | 1,401 | $251K |
| Braun Stacey Associates Inc. | 0.01% | Reduce -15.1% | 1,403 | $251K |
| Tocqueville Asset Management L.P. | 0.00% | New | 1,400 | $251K |
| FFT Wealth Management LLC | 0.02% | No change | 1,398 | $250K |
| MorganRosel Wealth Management, LLC | 0.09% | No change | 1,398 | $250K |
| Phocas Financial Corp. | 0.03% | No change | 1,398 | $250K |
| Fortitude Advisory Group L.L.C. | 0.14% | Reduce -22.3% | 1,396 | $250K |
| Secure Asset Management, LLC | 0.06% | Reduce -18.6% | 1,394 | $250K |
| 9258 Wealth Management, LLC | 0.04% | No change | 1,387 | $248K |
| NBT Bank, N.A. | 0.02% | No change | 1,375 | $246K |
| Horst & Graben Wealth Management LLC | 0.05% | Reduce -10.9% | 1,374 | $246K |
| Ameritas Investment Partners, Inc. | 0.01% | Reduce -49.7% | 1,372 | $246K |
| Independent Advisor Alliance | 0.01% | No change | 1,366 | $245K |
| Balentine LLC | 0.01% | Add +422.2% | 1,363 | $244K |
| Northwest Quadrant Wealth Management, LLC | 0.06% | Add +0.5% | 1,351 | $242K |
| 180 Wealth Advisors, LLC | 0.04% | Add +0.3% | 1,348 | $241K |
| Two Sigma Securities, LLC | 0.01% | Reduce -64.0% | 1,347 | $241K |
| Abbrea Capital, LLC | 0.03% | No change | 1,345 | $241K |
| Patten & Patten Inc. | 0.02% | Add +0.1% | 1,342 | $240K |
| Laird Norton Wetherby Wealth Management, LLC | 0.01% | Reduce -0.8% | 1,340 | $240K |
| WealthTrust Axiom LLC | 0.08% | No change | 1,333 | $239K |
| Harmony Asset Management LLC | 0.10% | No change | 1,332 | $239K |
| Monument Capital Management | 0.07% | No change | 1,331 | $238K |
| HM Payson & Co. | 0.00% | No change | 1,329 | $238K |
| Motco | 0.01% | Reduce -4.6% | 1,328 | $238K |
| First American Trust, FSB | 0.02% | New | 1,326 | $238K |
| Pin Oak Investment Advisors Inc. | 0.23% | No change | 1,324 | $237K |
| Columbia Asset Management | 0.05% | No change | 1,435 | $237K |
| Lakeshore Financial Planning, Inc. | 0.12% | No change | 1,318 | $236K |
| Harvest Fund Management Co., Ltd | 0.02% | Reduce -47.7% | 1,318 | $236K |
| Matrix Private Capital Group LLC | 0.16% | Add +0.1% | 1,314 | $235K |
| Lokken Investment Group LLC | 0.12% | No change | 1,314 | $235K |
| KCM Investment Advisors LLC | 0.01% | Reduce -25.6% | 1,309 | $234K |
| World Equity Group, Inc. | 0.05% | Reduce -9.7% | 1,298 | $232K |
| Stevens Capital Partners | 0.14% | Reduce -21.7% | 1,295 | $232K |
| Ratio Wealth Group | 0.04% | No change | 1,289 | $231K |
| Elevation Point Wealth Partners, LLC | 0.02% | Reduce -95.6% | 1,288 | $231K |
| Howard Wealth Management, LLC | 0.19% | No change | 1,285 | $230K |
| Moran Wealth Management, LLC | 0.01% | Reduce -70.7% | 1,283 | $230K |
| S.A. Mason LLC | 0.14% | No change | 1,277 | $229K |
| Fulton Breakefield Broenniman LLC | 0.02% | No change | 1,277 | $229K |
| Greatmark Investment Partners, Inc. | 0.03% | Reduce -14.0% | 1,270 | $227K |
| Millennium Management | 0.00% | Reduce -96.7% | 1,270 | $227K |
| TrinityPoint Wealth, LLC | 0.04% | Add +1.0% | 1,268 | $227K |
| Old Port Advisors | 0.07% | No change | 1,266 | $227K |
| LPF Advisors LLC | 0.23% | New | 1,263 | $226K |
| Orion Capital Management LLC | 0.12% | No change | 1,258 | $225K |
| Addison Advisors LLC | 0.08% | No change | 1,250 | $224K |
| Steele Capital Management, Inc. | 0.01% | No change | 1,247 | $223K |
| Dopkins Wealth Management, LLC | 0.13% | New | 1,244 | $223K |
| Eudaimonia Advisors LLC | 0.12% | No change | 1,240 | $222K |
| Community Financial Services Group, LLC | 0.05% | — | 1,239 | $222K |
| NovaPoint Capital, LLC | 0.08% | Reduce -19.6% | 1,236 | $221K |
| Northern Financial Advisors Inc | 0.17% | No change | 1,234 | $221K |
| Atwood & Palmer Inc. | 0.02% | No change | 1,234 | $221K |
| FSM Wealth Advisors, LLC | 0.08% | New | 1,229 | $220K |
| Formidable Asset Management, LLC | 0.04% | New | 1,225 | $219K |
| REDW Wealth LLC | 0.06% | Add +0.1% | 1,224 | $219K |
| Barnes Pettey Financial Advisors, LLC | 0.19% | New | 1,223 | $219K |
| Rappaport Reiches Capital Management, LLC | 0.07% | No change | 1,220 | $219K |
| Northwest Wealth Management, LLC | 0.06% | Reduce -7.4% | 1,219 | $218K |
| LongView Wealth Management | 0.09% | Reduce -1.9% | 1,216 | $218K |
| Strategic Wealth Partners, Ltd. | 0.02% | New | 1,211 | $217K |
| Consolidated Portfolio Review Corp | 0.06% | New | 1,208 | $216K |
| Sharper & Granite LLC | 0.10% | Reduce -9.0% | 1,219 | $215K |
| Commons Capital, LLC | 0.31% | New | 1,202 | $215K |
| MTM Investment Management, LLC | 0.09% | Add +29.8% | 1,201 | $215K |
| Missouri Trust & Investment Co | 0.08% | Reduce -1.8% | 1,200 | $215K |
| Ascent Group, LLC | 0.02% | Reduce -3.7% | 1,200 | $215K |
| Grey Ledge Advisors, LLC | 0.06% | New | 1,196 | $214K |
| Roundview Capital LLC | 0.02% | New | 1,196 | $214K |
| Mitchell Capital Management Co. | 0.04% | Reduce -61.3% | 1,192 | $213K |
| Van Leeuwen & Company, LLC | 0.11% | New | 1,190 | $213K |
| Lakeridge Wealth Management LLC | 0.14% | Reduce -12.7% | 1,189 | $213K |
| WBH Advisory Inc. | 0.02% | New | 1,183 | $212K |
| Fisher Asset Management | 0.00% | Reduce -62.3% | 1,182 | $212K |
| Richard P Slaughter Associates Inc | 0.05% | Reduce -4.5% | 1,181 | $212K |
| Stonehearth Capital Management, LLC | 0.10% | New | 1,179 | $211K |
| Patriot Investment Management Group, Inc. | 0.02% | New | 1,173 | $210K |
| Diversify Advisory Services, LLC | 0.01% | — | 1,178 | $210K |
| Brookmont Capital Management | 0.11% | New | 1,171 | $210K |
| Selective Wealth Management, Inc. | 0.09% | New | 1,200 | $210K |
| Commonwealth Retirement Investments LLC | 0.10% | New | 1,166 | $209K |
| Enterprise Bank & Trust Co | 0.07% | New | 1,164 | $208K |
| High Net Worth Advisory Group LLC | 0.07% | New | 1,159 | $208K |
| Cassia Capital Partners, LLC | 0.14% | New | 1,156 | $207K |
| First Financial Bank - Trust Division | 0.02% | New | 1,147 | $205K |
| S&T Bank | 0.04% | Reduce -20.1% | 1,142 | $205K |
| Texas Capital Bancshares Inc | 0.09% | Reduce -11.5% | 1,144 | $205K |
| TruNorth Capital Management, LLC | 0.07% | — | 1,142 | $205K |
| Nvwm, LLC | 0.06% | Reduce -71.8% | 1,142 | $205K |
| Millennium Capital Advisors, LLC | 0.14% | New | 1,134 | $203K |
| First National Bank of Mount Dora, Trust Investment Services | 0.05% | Reduce -19.6% | 1,128 | $202K |
| Probity Advisors, Inc. | 0.04% | New | 1,124 | $201K |
| Evensky & Katz LLC | 0.01% | No change | 1,116 | $200K |
| Schroder Investment Management Group | 0.00% | Reduce -44.4% | 1,100 | $196K |
| Tyler-Stone Wealth Management | 0.08% | No change | 1,065 | $191K |
| Luken Investment Analytics, LLC | 0.09% | No change | 1,047 | $188K |
| Atlas Capital Advisors Inc. | 0.03% | No change | 1,025 | $184K |
| City State Bank | 0.08% | Reduce -1.4% | 1,018 | $182K |
| Crewe Advisors LLC | 0.02% | Reduce -0.1% | 993 | $178K |
| Voisard Asset Management Group, Inc. | 0.10% | No change | 985 | $176K |
| Founders Capital Management | 0.12% | No change | 984 | $176K |
| TFC Financial Management, Inc. | 0.03% | No change | 983 | $176K |
| Robinswood Financial LLC | 0.08% | Add +0.3% | 986 | $176K |
| West Branch Capital LLC | 0.07% | Reduce -0.1% | 956 | $171K |
| Sugarloaf Wealth Management, LLC | 0.04% | No change | 952 | $171K |
| Granite FO LLC | 0.10% | Add +0.5% | 899 | $167K |
| Investors Research Corp | 0.04% | No change | 931 | $167K |
| Creative Financial Designs Inc. | 0.02% | Add +0.1% | 930 | $167K |
| Moisand Fitzgerald Tamayo, LLC | 0.02% | No change | 880 | $158K |
| WealthCollab, LLC | 0.11% | No change | 863 | $155K |
| Qube Research & Technologies Ltd | 0.00% | New | 850 | $152K |
| Bear Mountain Capital, Inc. | 0.06% | Reduce -0.3% | 883 | $150K |
| NFJ Investment Group, LLC | 0.00% | Reduce -98.6% | 833 | $149K |
| GPS Wealth Strategies Group, LLC | 0.02% | No change | 820 | $147K |
| Gradient Investments LLC | 0.00% | Reduce -78.7% | 814 | $146K |
| LGT Financial Advisors LLC | 0.17% | No change | 810 | $145K |
| Northwest Capital Management Inc | 0.05% | No change | 803 | $144K |
| Blue Chip Partners, LLC | 0.01% | New | 789 | $141K |
| Global Assets Advisory, LLC | 0.08% | New | 774 | $138K |
| Register Financial Advisors LLC | 0.07% | Add +0.5% | 761 | $136K |
| Pacific Capital Wealth Advisors, Inc. | 0.03% | Add +0.1% | 756 | $135K |
| First Personal Financial Services | 0.03% | No change | 742 | $133K |
| Hills Bank & Trust Co | 0.01% | No change | 725 | $130K |
| Dunhill Financial, LLC | 0.09% | Add +0.4% | 698 | $125K |
| Element Wealth, LLC | 0.07% | No change | 688 | $123K |
| Morgan Dempsey Capital Management LLC | 0.04% | Reduce -52.9% | 687 | $123K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.04% | Add +6.9% | 682 | $122K |
| Edmond DE Rothschild Holding S.A. | 0.00% | No change | 674 | $121K |
| Vestor Capital, LLC | 0.01% | Reduce -28.8% | 665 | $119K |
| Centaurus Financial, Inc. | 0.01% | Reduce -11.0% | 654 | $117K |
| First Command Advisory Services, Inc. | 0.00% | Add +55.2% | 652 | $117K |
| Caldwell Sutter Capital, Inc. | 0.06% | No change | 644 | $115K |
| Tidemark, LLC | 0.06% | No change | 640 | $115K |
| TCTC Holdings, LLC | 0.00% | No change | 636 | $114K |
| MilWealth Group LLC | 0.04% | No change | 618 | $111K |
| Union Savings Bank | 0.06% | No change | 610 | $109K |
| Windsor Advisory Group, LLC | 0.30% | No change | 586 | $105K |
| Gerber Kawasaki Wealth & Investment Management | 0.01% | New | 578 | $104K |
| Palouse Capital Management, Inc. | 0.07% | New | 577 | $103K |
| First Pacific Financial | 0.03% | Reduce -94.5% | 573 | $103K |
| Pineridge Advisors LLC | 0.04% | No change | 568 | $102K |
| West Paces Advisors Inc. | 0.03% | No change | 568 | $102K |
| Laurel Wealth Advisors LLC | 0.02% | Add +588.8% | 551 | $99K |
| Wolff Wiese Magana LLC | 0.08% | No change | 540 | $97K |
| Baldwin Wealth Partners LLC | 0.01% | Reduce -54.8% | 500 | $90K |
| Future Financial Wealth Managment LLC | 0.07% | New | 487 | $87K |
| Financial Gravity Asset Management, Inc. | 0.02% | Reduce -91.3% | 526 | $87K |
| Arcadia Investment Advisors LLC | 0.05% | No change | 483 | $87K |
| Cherry Tree Wealth Management, LLC | 0.02% | No change | 482 | $86K |
| Hantz Financial Services, Inc. | 0.00% | Add +13.0% | 477 | $85K |
| Venturi Wealth Management, LLC | 0.01% | Reduce -5.0% | 470 | $84K |
| Salomon & Ludwin, LLC | 0.01% | No change | 459 | $82K |
| TD Capital Management LLC | 0.01% | No change | 454 | $81K |
| Rosenberg Matthew Hamilton | 0.02% | No change | 436 | $78K |
| IAG Wealth Partners, LLC | 0.02% | No change | 419 | $75K |
| Field & Main Bank | 0.03% | No change | 407 | $73K |
| Westside Investment Management, Inc. | 0.02% | No change | 400 | $72K |
| Smithfield Trust Co | 0.00% | Reduce -24.3% | 390 | $71K |
| Center for Financial Planning, Inc. | 0.01% | Add +121.6% | 390 | $70K |
| Providence Capital Advisors, LLC | 0.01% | No change | 385 | $69K |
| IFS Advisors, LLC | 0.06% | No change | 383 | $69K |
| Activest Wealth Management | 0.03% | No change | 379 | $68K |
| Richard W. Paul & Associates, LLC | 0.03% | Reduce -32.5% | 373 | $67K |
| CoreFirst Bank & Trust | 0.04% | No change | 371 | $66K |
| SRH Advisors, LLC | 0.02% | No change | 370 | $66K |
| North Star Investment Management Corp. | 0.00% | Add +35.1% | 362 | $65K |
| Biltmore Family Office, LLC | 0.01% | New | 362 | $65K |
| Prestige Wealth Management Group LLC | 0.01% | No change | 361 | $65K |
| West Financial Advisors, LLC | 0.01% | No change | 351 | $63K |
| Sittner & Nelson, LLC | 0.03% | No change | 346 | $62K |
| Smartleaf Asset Management LLC | 0.01% | No change | 335 | $60K |
| Main Management LLC | 0.01% | No change | 323 | $58K |
| Mendota Financial Group, LLC | 0.03% | No change | 317 | $57K |
| Richardson Financial Services Inc. | 0.04% | New | 314 | $56K |
| Financial Synergies Wealth Advisors, Inc. | 0.01% | Add +244.9% | 307 | $55K |
| CNB Bank | 0.03% | No change | 305 | $55K |
| Clear Point Advisors Inc. | 0.04% | Add +0.3% | 301 | $54K |
| Atlantic Private Wealth, LLC | 0.04% | No change | 301 | $54K |
| Russell Investments Group, Ltd. | 0.00% | Add +72.3% | 298 | $53K |
| Sound Income Strategies, LLC | 0.00% | Add +0.3% | 291 | $52K |
| Piscataqua Savings Bank | 0.05% | No change | 290 | $52K |
| Dynamic Wealth Strategies, LLC | 0.04% | No change | 286 | $51K |
| Chilton Capital Management LLC | 0.00% | No change | 284 | $51K |
| Old Second National Bank of Aurora | 0.01% | No change | 284 | $51K |
| Valley Wealth Managers, Inc. | 0.00% | Reduce -64.1% | 272 | $49K |
| Horizons Wealth Management | 0.03% | No change | 289 | $48K |
| Cornerstone Planning Group LLC | 0.01% | Reduce -18.0% | 274 | $47K |
| Caitlin John, LLC | 0.04% | Reduce -19.5% | 260 | $47K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 240 | $46K |
| Frazier Financial Advisors, LLC | 0.04% | Reduce -23.5% | 257 | $46K |
| Valley National Advisers Inc. | 0.01% | No change | 259 | $46K |
| Janiczek Wealth Management, LLC | 0.01% | No change | 250 | $45K |
| Jackson Hole Capital Partners, LLC | 0.01% | No change | 247 | $44K |
| Rise Advisors, LLC | 0.02% | Add +0.4% | 243 | $43K |
| Global Financial Private Client, LLC | 0.02% | No change | 235 | $42K |
| Northwest Investment Counselors, LLC | 0.01% | New | 233 | $42K |
| JDM Financial Group LLC | 0.03% | Add +0.5% | 213 | $38K |
| Aberdeen Wealth Management LLC | 0.02% | No change | 200 | $36K |
| Stephens Consulting, LLC | 0.01% | Reduce -59.7% | 199 | $36K |
| Peachtree Investment Partners, LLC | 0.01% | No change | 195 | $35K |
| Abound Wealth Management | 0.01% | Reduce -79.3% | 194 | $35K |
| HHM Wealth Advisors, LLC | 0.01% | No change | 189 | $34K |
| Bfsg, LLC | 0.00% | Reduce -35.0% | 186 | $33K |
| Raleigh Capital Management Inc. | 0.01% | New | 185 | $33K |
| Richardson Capital Management LLC | 0.03% | No change | 184 | $33K |
| Access Investment Management LLC | 0.01% | No change | 180 | $32K |
| Studio Investment Management LLC | 0.01% | No change | 172 | $31K |
| Partnership Wealth Management, LLC | 0.02% | No change | 170 | $31K |
| Colonial Trust Advisors | 0.00% | No change | 169 | $30K |
| Concord Wealth Partners | 0.01% | Add +70.4% | 167 | $30K |
| Mb, Levis & Associates, LLC | 0.02% | Reduce -40.1% | 164 | $29K |
| CKW Financial Group | 0.00% | No change | 162 | $29K |
| Retirement Group, LLC | 0.01% | No change | 160 | $29K |
| Delta Asset Management LLC | 0.00% | No change | 160 | $29K |
| Family Asset Management, LLC | 0.02% | No change | 151 | $27K |
| Armor Investment Advisors, LLC | 0.01% | Add +11.8% | 151 | $27K |
| Bellevue Asset Management, LLC | 0.02% | No change | 150 | $27K |
| Avion Wealth | 0.01% | No change | 144 | $26K |
| Bangor Savings Bank | 0.00% | No change | 145 | $26K |
| Versant Capital Management, Inc | 0.01% | No change | 138 | $25K |
| Emfo, LLC | 0.02% | No change | 131 | $23K |
| Atlantic Edge Private Wealth Management, LLC | 0.01% | No change | 128 | $23K |
| Perkins Coie Trust Co | 0.01% | No change | 125 | $22K |
| C M Bidwell & Associates Ltd. | 0.02% | No change | 124 | $22K |
| Tanaka Capital Management Inc. | 0.05% | No change | 123 | $22K |
| Benjamin Edwards Inc. | 0.00% | Add +36.3% | 124 | $22K |
| Syntax Research, Inc. | 0.02% | No change | 122 | $22K |
| FSC Wealth Advisors, LLC | 0.01% | Reduce -99.7% | 116 | $21K |
| Amundi | 0.00% | No change | 112 | $20K |
| Morton Brown Family Wealth, LLC | 0.01% | Reduce -14.3% | 108 | $19K |
| POM Investment Strategies, LLC | 0.02% | No change | 106 | $19K |
| WR Wealth Planners, LLC | 0.01% | New | 104 | $19K |
| Howe & Rusling Inc. | 0.00% | Add +75.9% | 102 | $18K |
| Capital Investment Counsel, Inc | 0.00% | No change | 100 | $18K |
| Trifecta Capital Advisors, LLC | 0.00% | Reduce -59.5% | 98 | $18K |
| CarsonAllaria Wealth Management, Ltd. | 0.01% | Reduce -45.8% | 96 | $17K |
| Financial Management Professionals, Inc. | 0.00% | Reduce -18.6% | 96 | $17K |
| LifeSteps Financial, Inc. | 0.01% | New | 89 | $16K |
| Oliver Lagore Vanvalin Investment Group | 0.00% | New | 89 | $16K |
| Financial Perspectives, Inc | 0.01% | No change | 87 | $16K |
| Global Wealth Strategies & Associates | 0.01% | Reduce -14.0% | 86 | $15K |
| PSI Advisors, LLC | 0.01% | No change | 81 | $15K |
| Truvestments Capital LLC | 0.01% | New | 73 | $13K |
| Evolution Advisers, Inc. | 0.01% | No change | 71 | $13K |
| EnRich Financial Partners LLC | 0.00% | New | 72 | $13K |
| Criterion Capital Advisors, LLC | 0.01% | No change | 71 | $13K |
| SJS Investment Consulting Inc. | 0.00% | No change | 71 | $13K |
| Resources Management Corp. /CT/ | 0.00% | No change | 68 | $12K |
| DHJJ Financial Advisors, Ltd. | 0.01% | No change | 65 | $12K |
| Vermillion & White Wealth Management Group, LLC | 0.01% | No change | 65 | $12K |
| Davis Capital Management | 0.01% | No change | 65 | $12K |
| Perritt Capital Management Inc | 0.01% | No change | 63 | $11K |
| Integrity Financial Corp | 0.01% | No change | 58 | $10K |
| Macroview Investment Management LLC | 0.01% | No change | 57 | $10K |
| Ogorek Anthony Joseph /NY/ | 0.00% | No change | 60 | $10K |
| Trivant Custom Portfolio Group, LLC | 0.01% | No change | 55 | $10K |
| Rain Capital Management, LLC | 0.01% | No change | 50 | $9K |
| Hexagon Capital Partners LLC | 0.00% | No change | 49 | $9K |
| Institutional & Family Asset Management, LLC | 0.00% | No change | 49 | $9K |
| MidAtlantic Capital Management, Inc. | 0.01% | No change | 48 | $9K |
| Ransom Advisory, Ltd | 0.00% | — | 45 | $8K |
| Tower View Wealth Management LLC | 0.00% | No change | 42 | $7K |
| Assetmark, Inc. | 0.00% | Reduce -99.6% | 41 | $7K |
| Nemes Rush Group LLC | 0.00% | No change | 39 | $7K |
| First Community Trust NA | 0.01% | No change | 36 | $6K |
| Carmichael Hill & Associates, Inc. | 0.00% | No change | 36 | $6K |
| VitalStone Financial, LLC | 0.00% | No change | 32 | $6K |
| Norwood Financial Corp | 0.01% | No change | 30 | $5K |
| NewSquare Capital LLC | 0.00% | No change | 30 | $5K |
| Granite Investment Partners, LLC | 0.00% | No change | 29 | $5K |
| Broadwater Capital Management LLC | 0.00% | No change | 26 | $5K |
| Iron Horse Wealth Management, LLC | 0.00% | No change | 23 | $4K |
| Toth Financial Advisory Corp. | 0.00% | No change | 20 | $4K |
| AllSquare Wealth Management LLC | 0.00% | No change | 20 | $4K |
| Creative Capital Management Investments LLC | 0.00% | New | 20 | $4K |
| Fairman Group, LLC | 0.00% | No change | 16 | $3K |
| Provident Wealth Management, LLC | 0.00% | No change | 16 | $3K |
| Koesten, Hirschmann & Crabtree, INC. | 0.00% | No change | 14 | $2K |
| Main Street Group, LTD | 0.00% | No change | 8 | $1K |
| Annapolis Financial Services, LLC | 0.00% | No change | 6 | $1K |
| Silver Oak Securities, Incorporated | 0.00% | Reduce -99.9% | 4 | $716 |
| NFSG Corp | 0.00% | Reduce -99.7% | 2 | $358 |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -94.1% | 1 | $179 |
"% of holder's portfolio" is IWD's weight in each manager's 13F, not the share of iShares Russell 1000 Value E the manager owns.