iShares Russell 1000 Value EIWDETF
13F holders, Q2 2024 (June 30)1,523holders −19
73new positions
80sold out
6famous investors
$174.28avg. 13F price*
At the end of Q2 2024, 1,523 institutions reported holding iShares Russell 1000 Value E (IWD) in their 13F filings, down 19 from Q1 2024. 73 opened new positions and 80 sold out. The largest holders were Bank of America Corp. ($8.8B), Morgan Stanley ($5.7B) and Goldman Sachs Group Inc. ($2.8B). 6 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio), Mario Gabelli (0.0% of GAMCO Investors's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'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 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 73 | $205.5M |
| Exits | 80 | $76.0M |
All 13F filers, Q1 2024 → Q2 2024: 13,024,374 shares bought and 8,276,149 shares sold, net +4,748,225 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,523 holders
| Bank of America Corp. | 0.84% | Add +0.8% | 50,217,848 | $8.8B |
| Morgan Stanley | 0.44% | Add +16.9% | 32,585,550 | $5.7B |
| Goldman Sachs Group Inc. | 0.54% | Add +1.5% | 15,786,385 | $2.8B |
| Financial Engines Advisors L.L.C. | 3.76% | Reduce -1.1% | 9,701,674 | $1.7B |
| FMR LLC | 0.11% | Reduce -7.6% | 9,569,366 | $1.7B |
| JPMorgan Chase & Co. | 0.14% | Reduce -7.3% | 9,015,957 | $1.6B |
| UBS Group AG | 0.36% | Reduce -4.6% | 6,750,643 | $1.2B |
| Envestnet Asset Management Inc. | 0.38% | Add +0.6% | 6,320,932 | $1.1B |
| Jones Financial Companies LLLP | 1.23% | Reduce -27.5% | 6,093,095 | $1.1B |
| Wells Fargo & Company | 0.21% | Add +0.8% | 4,580,892 | $799.2M |
| Northern Trust Corp. | 0.11% | Add +3.6% | 3,831,775 | $668.5M |
| Baird Financial Group, Inc. | 1.36% | Add +1.4% | 3,747,624 | $653.8M |
| M&T Bank Corp | 2.17% | Reduce -0.4% | 3,646,562 | $636.2M |
| Raymond James & Associates | 0.42% | Add +0.3% | 3,644,049 | $635.8M |
| LPL Financial LLC | 0.28% | Add +2.5% | 3,270,780 | $570.7M |
| PNC Financial Services Group, Inc. | 0.38% | Reduce -1.9% | 3,236,962 | $564.8M |
| Synovus Financial Corp. | 6.49% | Add +0.5% | 2,814,214 | $491.0M |
| Alaska Permanent Fund Corp | 6.70% | Add +27.8% | 2,466,106 | $452.3M |
| BlackRock Inc. | 0.01% | Add +7.6% | 2,449,657 | $427.4M |
| Jasper Ridge Partners, L.P. | 13.80% | Reduce -3.1% | 2,444,052 | $426.4M |
| Truist Financial Corp. | 0.60% | Reduce -0.4% | 2,267,210 | $395.6M |
| Commonwealth Equity Services, LLC | 0.58% | Reduce -0.2% | 2,111,045 | $368.3M |
| Royal Bank of Canada | 0.09% | Reduce -0.4% | 2,021,020 | $352.6M |
| GLOBALT Investments LLC / GA | 13.69% | Add +0.2% | 1,964,771 | $342.8M |
| Stifel Financial Corp. | 0.37% | Add +12.8% | 1,876,813 | $327.4M |
| Alliancebernstein L.P. | 0.11% | Reduce -4.0% | 1,779,413 | $310.5M |
| Prudential Financial Inc. | 0.35% | Reduce -13.3% | 1,321,026 | $230.5M |
| Tiaa Trust, National Association | 0.67% | Reduce -1.7% | 1,244,214 | $217.0M |
| Cetera Investment Advisers | 0.45% | Reduce -8.1% | 1,123,650 | $196.0M |
| Raymond James Financial Services Advisors, Inc. | 0.28% | Add +31.6% | 1,122,375 | $195.8M |
| Stairway Partners, LLC | 14.35% | Add +1.7% | 1,047,007 | $182.7M |
| Ameriprise Financial Inc. | 0.05% | Add +0.2% | 1,038,117 | $181.1M |
| Comerica Bank | 0.73% | Add +2.0% | 1,009,103 | $176.1M |
| Rockefeller Capital Management L.P. | 0.50% | Reduce -6.1% | 1,000,300 | $174.5M |
| Citigroup Inc. | 0.17% | Reduce -3.6% | 998,589 | $174.2M |
| US Bancorp \de | 0.23% | Reduce -0.9% | 984,532 | $171.8M |
| HighTower Advisors, LLC | 0.26% | Reduce -4.5% | 953,294 | $166.3M |
| Waldron Private Wealth LLC | 6.97% | Reduce -0.8% | 893,540 | $155.9M |
| Bank of New York Mellon Corp | 0.03% | Add +8.8% | 866,591 | $151.2M |
| Hackensack Meridian Health, Inc. | 19.21% | No change | 826,000 | $144.1M |
| Commerce Bank | 0.87% | Reduce -0.3% | 771,961 | $134.7M |
| Oakworth Capital, Inc. | 9.62% | Add +1.2% | 754,219 | $131.6M |
| Focus Partners Wealth | 0.40% | Add +105.4% | 686,536 | $119.8M |
| Wealth Enhancement Advisory Services, LLC | 0.28% | Reduce -11.1% | 666,921 | $116.4M |
| 1ST Source Bank | 6.79% | Add +0.9% | 665,388 | $116.1M |
| NorthCoast Asset Management LLC | 0.99% | Add +204.5% | 662,173 | $115.5M |
| Stephens Inc. | 1.76% | Reduce -0.3% | 661,862 | $115.5M |
| Johns Hopkins University | 4.34% | No change | 623,115 | $108.7M |
| Natixis Advisors, LLC | 0.23% | Add +669.1% | 614,001 | $107.1M |
| Circle Wealth Management, LLC | 2.47% | No change | 611,273 | $106.6M |
| Franklin Resources Inc. | 0.03% | Add +177.3% | 609,570 | $106.4M |
| Assetmark, Inc. | 0.31% | Add +1407312.2% | 577,039 | $100.7M |
| Creative Planning | 0.10% | Reduce -0.6% | 521,363 | $91.0M |
| Mariner, LLC | 0.17% | Reduce -9.5% | 508,220 | $88.7M |
| Pathstone Holdings, LLC | 0.39% | Add +40.3% | 498,287 | $86.9M |
| Osaic Holdings, Inc. | 0.20% | Add +0.9% | 481,782 | $84.1M |
| Corient Private Wealth LP | 0.15% | Reduce -1.7% | 477,806 | $83.4M |
| Modera Wealth Management, LLC | 1.18% | Reduce -0.5% | 460,106 | $80.3M |
| Northwestern Mutual Wealth Management Co. | 0.07% | Reduce -0.6% | 424,936 | $74.1M |
| Equitable Holdings, Inc. | 0.77% | Reduce -12.0% | 421,078 | $73.5M |
| Cedar Mountain Advisors, LLC | 17.64% | Add +1.1% | 409,407 | $71.4M |
| Bank of Nova Scotia | 0.14% | Add +4.9% | 401,595 | $70.1M |
| Geller Advisors LLC | 4.92% | Add +9.8% | 380,182 | $66.3M |
| MV Capital Management, Inc. | 7.39% | Reduce -0.1% | 376,623 | $65.7M |
| Fifth Third Bancorp | 0.25% | Reduce -6.7% | 375,645 | $65.5M |
| MML Investors Services, LLC | 0.26% | Reduce -1.1% | 375,249 | $65.5M |
| Choreo, LLC | 1.09% | Add +10.3% | 375,758 | $65.1M |
| Cassaday & Co Wealth Management LLC | 2.04% | Reduce -1.8% | 371,781 | $64.9M |
| Captrust Financial Advisors | 0.21% | Reduce -2.5% | 367,259 | $64.1M |
| Stephens Group Asset Management, LLC | 5.72% | Reduce -0.4% | 359,417 | $62.7M |
| Bridges Investment Management Inc. | 0.95% | Add +49.9% | 359,316 | $62.7M |
| Landaas & Co. /Wi | 19.00% | Reduce -1.0% | 357,468 | $62.4M |
| Cresset Asset Management, LLC | 0.25% | Reduce -9.4% | 342,159 | $59.7M |
| Cullen/Frost Bankers, Inc. | 0.83% | Add +0.0% | 329,145 | $57.4M |
| Private Advisor Group, LLC | 0.39% | Add +0.7% | 328,896 | $57.4M |
| Moneta Group Investment Advisors LLC | 0.89% | Add +1.8% | 320,461 | $55.9M |
| EP Wealth Advisors, LLC | 0.58% | Reduce -1.1% | 311,955 | $54.4M |
| StoneX Group Inc. | 4.34% | Add +3.1% | 310,947 | $54.3M |
| MAI Capital Management | 0.53% | Add +1.2% | 306,168 | $53.4M |
| Nuveen Asset Management, LLC | 0.02% | Add +309.0% | 305,121 | $53.2M |
| River Road Asset Management, LLC | 0.76% | New | 303,307 | $52.9M |
| Brown Advisory Inc. | 0.07% | Add +1.9% | 293,496 | $51.2M |
| First Business Financial Services, Inc. | 5.31% | Reduce -0.4% | 287,183 | $50.1M |
| CFS Investment Advisory Services, LLC | 3.97% | New | 280,634 | $49.0M |
| Thrivent Financial for Lutherans | 0.10% | Add +4.5% | 274,573 | $47.9M |
| Wind River Trust Co | 17.92% | No change | 253,335 | $44.2M |
| Steward Partners Investment Advisory, LLC | 0.45% | Add +1.8% | 244,579 | $42.7M |
| Flaharty Asset Management, LLC | 5.98% | Add +0.6% | 231,891 | $40.5M |
| Relyea Zuckerberg Hanson LLC | 6.48% | Add +1.9% | 221,560 | $38.7M |
| Badgley Phelps Wealth Managers, LLC | 0.95% | Reduce -1.9% | 220,712 | $38.5M |
| Nadler Financial Group, Inc. | 4.52% | Add +1.1% | 220,487 | $38.5M |
| Blair William & Co. | 0.12% | Add +5.3% | 218,426 | $38.1M |
| Clearstead Advisors, LLC | 0.64% | Add +1174.0% | 214,912 | $37.5M |
| Paulson Wealth Management Inc. | 10.93% | Add +1.0% | 214,589 | $37.4M |
| Brandywine Global Investment Management, LLC | 0.28% | Reduce -4.8% | 213,414 | $37.2M |
| Comprehensive Financial Management LLC | 1.29% | No change | 210,233 | $36.7M |
| Mesirow Financial Investment Management, Inc. | 0.82% | Reduce -0.8% | 208,437 | $36.4M |
| Kestra Advisory Services, LLC | 0.20% | Add +1.0% | 214,933 | $36.3M |
| Regions Financial Corp. | 0.27% | Add +1.8% | 201,083 | $35.1M |
| First Horizon Advisors, Inc. | 1.06% | Reduce -3.0% | 199,601 | $34.8M |
| Simon Quick Advisors, LLC | 2.41% | Reduce -2.7% | 195,494 | $34.1M |
| Graypoint LLC | 2.35% | Reduce -1.2% | 194,648 | $34.0M |
| Jmac Enterprises LLC | 5.90% | Add +2.7% | 192,517 | $33.6M |
| German American Bancorp, Inc. | 3.82% | Reduce -1.9% | 190,673 | $33.3M |
| CW Advisors, LLC | 0.52% | Add +0.2% | 188,957 | $33.0M |
| Cerity Partners LLC | 0.09% | Add +0.8% | 188,742 | $32.9M |
| Alera Investment Advisors, LLC | 3.86% | Reduce -75.3% | 184,138 | $32.1M |
| Mission Wealth Management, LP | 0.87% | Reduce -9.3% | 182,994 | $31.9M |
| Janney Montgomery Scott LLC | 0.10% | Add +0.1% | 182,610 | $31.9M |
| Mercer Global Advisors Inc. | 0.09% | Add +3.1% | 182,572 | $31.9M |
| TRUE Private Wealth Advisors | 3.37% | Reduce -2.6% | 170,674 | $29.8M |
| LBJ Family Wealth Advisors, Ltd. | 18.64% | Reduce -1.0% | 169,993 | $29.7M |
| Envestnet Portfolio Solutions, Inc. | 0.10% | Add +3.6% | 169,732 | $29.6M |
| Lwmg, LLC | 6.15% | Add +10.4% | 167,174 | $29.2M |
| CIBC Private Wealth Group LLC | 0.05% | Reduce -1.5% | 164,586 | $28.6M |
| Pinnacle Financial Partners Inc | 0.60% | Reduce -1.0% | 160,304 | $28.0M |
| HSBC Holdings PLC | 0.02% | Add +17.2% | 157,857 | $27.5M |
| Boston Partners | 0.03% | Add +193.6% | 157,484 | $27.5M |
| HB Wealth Management, LLC | 0.32% | Reduce -0.0% | 156,914 | $27.4M |
| New York Life Investment Management LLC | 0.27% | Add +93.3% | 156,332 | $27.3M |
| Equity Investment Corp. | 0.70% | Add +117.5% | 155,993 | $27.2M |
| Beirne Wealth Consulting Services, LLC | 10.57% | Add +6.3% | 150,292 | $26.2M |
| AMG National Trust Bank | 0.70% | Add +3.2% | 147,842 | $25.8M |
| Keybank National Association | 0.10% | Reduce -2.9% | 145,950 | $25.5M |
| American Century Companies Inc. | 0.02% | Reduce -13.0% | 143,677 | $25.1M |
| RMR Wealth Builders | 2.72% | Reduce -0.4% | 135,954 | $23.7M |
| Waterloo Capital, L.P. | 2.84% | Reduce -4.5% | 135,422 | $23.6M |
| Savant Capital, LLC | 0.23% | Add +1.6% | 134,570 | $23.5M |
| Dynamic Advisor Solutions LLC | 0.74% | Reduce -1.4% | 134,448 | $23.5M |
| Covenant Partners, LLC | 7.04% | Reduce -3.0% | 132,775 | $23.2M |
| Capital Advisors, Ltd. LLC | 2.99% | Add +0.8% | 131,914 | $23.0M |
| Woodard & Co. Asset Management Group Inc. | 5.73% | Add +11.5% | 131,717 | $23.0M |
| Gainplan LLC | 10.96% | Reduce -47.6% | 130,035 | $22.7M |
| Pacific Sage Partners, LLC | 5.62% | Add +8.4% | 129,914 | $22.7M |
| CX Institutional | 1.06% | Add +0.3% | 129,683 | $22.6M |
| Corundum Group, Inc. | 8.68% | Add +4.6% | 127,365 | $22.2M |
| Cambridge Investment Research Advisors, Inc. | 0.08% | Reduce -1.4% | 126,952 | $22.1M |
| Waverly Advisors, LLC | 0.43% | Reduce -0.7% | 125,569 | $21.9M |
| Caisse de depot et placement du Quebec | 0.05% | New | 125,000 | $21.8M |
| Bank of Montreal | 0.01% | Reduce -1.2% | 124,220 | $21.8M |
| PFW Advisors LLC | 6.79% | Reduce -2.2% | 122,368 | $21.3M |
| TD Private Client Wealth LLC | 0.66% | Reduce -4.3% | 119,214 | $20.8M |
| Fulton Bank, N.A. | 0.84% | Reduce -6.5% | 118,836 | $20.7M |
| Massachusetts Financial Services Co. | 0.01% | Add +45.8% | 115,426 | $20.1M |
| Awm Capital, LLC | 3.05% | Reduce -1.4% | 115,033 | $20.1M |
| Legacy Edge Advisors, LLC | 3.65% | Add +11.6% | 113,681 | $19.8M |
| Financial Counselors Inc. | 0.32% | Add +0.6% | 113,134 | $19.7M |
| Principal Financial Group Inc. | 0.01% | Add +1.7% | 111,172 | $19.4M |
| TruWealth Advisors, LLC | 1.26% | Add +3.2% | 108,670 | $19.0M |
| Parkside Financial Bank & Trust | 2.84% | Reduce -2.6% | 103,415 | $18.0M |
| BTC Capital Management, Inc. | 1.64% | Add +1.1% | 101,330 | $17.7M |
| Westshore Wealth, LLC | 7.31% | Add +3.7% | 100,631 | $17.6M |
| Simplicity Wealth,LLC | 0.40% | Reduce -1.4% | 100,554 | $17.5M |
| NewEdge Advisors, LLC | 0.13% | Add +20.2% | 98,818 | $17.2M |
| Atria Wealth Solutions, Inc. | 0.19% | Reduce -2.6% | 98,408 | $17.2M |
| Buckingham Strategic Wealth, LLC | 0.18% | Reduce -2.3% | 97,675 | $17.0M |
| Sanctuary Advisors, LLC | 0.12% | — | 98,008 | $17.0M |
| United Capital Financial Advisors, LLC | 0.14% | Reduce -3.7% | 96,500 | $16.8M |
| Venture Visionary Partners LLC | 0.77% | Reduce -0.5% | 94,466 | $16.5M |
| Stratos Investment Management, LLC | 1.36% | Reduce -0.6% | 93,795 | $16.4M |
| Lindbrook Capital, LLC | 1.52% | Reduce -3.5% | 92,984 | $16.2M |
| GHP Investment Advisors, Inc. | 0.81% | Reduce -0.4% | 92,414 | $16.1M |
| Westwood Holdings Group Inc. | 0.13% | Reduce -0.7% | 90,041 | $15.7M |
| FDx Advisors, Inc. | 4.28% | Reduce -3.9% | 88,825 | $15.5M |
| Integrated Investment Consultants, LLC | 4.13% | No change | 83,827 | $15.0M |
| Wealthspire Advisors, LLC | 0.19% | Reduce -3.0% | 86,026 | $15.0M |
| Hirtle & Co., LLC | 0.75% | Reduce -0.4% | 85,938 | $15.0M |
| Noble Family Wealth, LLC | 4.27% | Reduce -0.3% | 85,013 | $14.8M |
| Beacon Pointe Advisors, LLC | 0.17% | Add +18.3% | 83,940 | $14.6M |
| Keel Point, LLC | 1.29% | Add +6.1% | 79,737 | $14.3M |
| Glenmede Trust Co. NA | 0.07% | Add +6.2% | 80,995 | $14.1M |
| Cambiar Investors LLC | 0.55% | Add +95.5% | 80,196 | $14.0M |
| Raymond James Trust N.A. | 0.33% | Reduce -0.3% | 80,088 | $14.0M |
| Independent Family Office, LLC | 7.95% | Reduce -3.2% | 79,907 | $13.9M |
| Bleakley Financial Group, LLC | 0.40% | Reduce -3.5% | 79,730 | $13.9M |
| Johnson Financial Group, Inc. | 0.67% | Reduce -56.3% | 79,651 | $13.9M |
| First Citizens Bank & Trust Co. | 0.26% | Reduce -0.5% | 79,380 | $13.8M |
| RTD Financial Advisors, Inc. | 1.86% | Add +0.3% | 79,296 | $13.8M |
| Country Club Bank | 0.94% | Reduce -4.1% | 77,406 | $13.5M |
| CHURCHILL MANAGEMENT Corp | 0.16% | Add +5.3% | 76,703 | $13.4M |
| Voya Investment Management LLC | 0.01% | Add +14.1% | 76,526 | $13.4M |
| Kestra Private Wealth Services, LLC | 0.26% | Add +4.4% | 74,015 | $12.9M |
| Carolinas Wealth Consulting LLC | 2.49% | Reduce -10.0% | 73,891 | $12.9M |
| Silvercrest Asset Management Group LLC | 0.09% | Reduce -5.2% | 73,676 | $12.9M |
| Stratos Wealth Advisors, LLC | 0.61% | Add +42.1% | 70,596 | $12.3M |
| Avantax Advisory Services, Inc. | 0.09% | Reduce -0.1% | 70,440 | $12.3M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +6.2% | 70,166 | $12.2M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.26% | Reduce -0.6% | 69,358 | $12.1M |
| Montag A & Associates Inc. | 0.60% | Add +0.8% | 67,829 | $11.8M |
| Summit Wealth & Retirement Planning, Inc. | 4.01% | Reduce -0.7% | 67,462 | $11.8M |
| XML Financial, LLC | 1.17% | Add +1.4% | 66,816 | $11.7M |
| Nottingham Advisors, Inc. | 1.38% | Reduce -0.1% | 66,770 | $11.6M |
| Insight 2811, Inc. | 6.01% | Reduce -7.0% | 66,313 | $11.6M |
| Oppenheimer & Co. Inc. | 0.18% | Add +16.1% | 66,113 | $11.5M |
| Willis Johnson & Associates, Inc. | 0.94% | Add +0.3% | 65,942 | $11.5M |
| Mather Group, Llc. | 0.14% | Add +0.4% | 64,081 | $11.5M |
| Newport Capital Group, LLC | 9.05% | — | 65,560 | $11.4M |
| Haverford Trust Co | 0.12% | Reduce -11.0% | 64,006 | $11.2M |
| Claro Advisors Inc. | 1.74% | Add +141.1% | 63,683 | $11.1M |
| Oppenheimer Asset Management Inc. | 0.14% | Add +24.0% | 63,459 | $11.1M |
| Sonata Capital Group Inc. | 5.63% | Add +5.4% | 62,868 | $11.0M |
| Breakwater Capital Group | 2.48% | Add +1.4% | 62,581 | $10.9M |
| Prism Advisors, Inc. | 3.23% | Reduce -2.4% | 61,079 | $10.7M |
| FMA Wealth Management, LLC | 8.61% | Add +0.1% | 61,063 | $10.7M |
| US Financial Advisors, LLC | 3.54% | New | 60,524 | $10.6M |
| Bokf, NA | 0.19% | Add +2.1% | 59,998 | $10.5M |
| Visionary Wealth Advisors | 0.67% | Reduce -3.9% | 59,094 | $10.3M |
| Callan Family Office, LLC | 1.96% | Add +45.1% | 58,560 | $10.2M |
| Avidian Wealth Enterprises, LLC | 0.48% | Add +4.5% | 57,484 | $10.0M |
| Ashton Thomas Private Wealth, LLC | 0.55% | Add +5.5% | 57,420 | $10.0M |
| Goelzer Investment Management, Inc. | 0.56% | Reduce -9.6% | 57,240 | $10.0M |
| Investment Partners, LTD. | 4.48% | Reduce -2.3% | 57,202 | $10.0M |
| Valeo Financial Advisors, LLC | 0.31% | Reduce -0.1% | 57,098 | $10.0M |
| Orion Porfolio Solutions, LLC | 0.10% | Reduce -14.3% | 56,657 | $9.9M |
| Orion Portfolio Solutions, LLC | 0.10% | Reduce -14.3% | 56,657 | $9.9M |
| West Bancorporation Inc. | 7.28% | Reduce -0.5% | 56,372 | $9.8M |
| RE Dickinson Investment Advisors, LLC | 5.99% | Add +2.5% | 56,368 | $9.8M |
| Certuity, LLC | 0.79% | Reduce -8.2% | 56,361 | $9.8M |
| Chicago Partners Investment Group LLC | 0.38% | Add +0.0% | 53,629 | $9.8M |
| Neuberger Berman Group LLC | 0.01% | Reduce -0.4% | 54,456 | $9.5M |
| Cwm, LLC | 0.04% | Reduce -28.1% | 54,180 | $9.5M |
| Newton One Investments LLC | 4.07% | Reduce -0.7% | 54,125 | $9.4M |
| Objectivity Squared, LLC | 7.22% | Add +6.6% | 51,759 | $9.4M |
| Johnson Investment Counsel Inc. | 0.09% | Add +2.7% | 51,402 | $9.0M |
| Lido Advisors, LLC | 0.07% | Reduce -1.5% | 50,684 | $8.8M |
| Guggenheim Capital LLC | 0.06% | No change | 50,684 | $8.8M |
| O'shaughnessy Asset Management, LLC | 0.09% | Add +33.8% | 50,245 | $8.8M |
| JFS Wealth Advisors, LLC | 0.69% | Add +0.3% | 50,023 | $8.7M |
| Montecito Bank & Trust | 1.77% | Reduce -16.5% | 49,818 | $8.7M |
| Proathlete Wealth Management LLC | 4.11% | Add +13.4% | 49,728 | $8.7M |
| Platte River Wealth Advisors, LLC | 2.43% | Add +0.3% | 49,718 | $8.7M |
| Diversified Trust Co. | 0.24% | Add +0.7% | 49,294 | $8.6M |
| Blue Trust, Inc. | 0.12% | Add +237.0% | 47,465 | $8.5M |
| M.D. Sass, LLC | 0.69% | New | 48,413 | $8.4M |
| Summit Financial, LLC | 0.38% | Add +48.0% | 47,588 | $8.3M |
| Segment Wealth Management, LLC | 0.61% | Reduce -0.4% | 47,319 | $8.3M |
| Tradition Wealth Management, LLC | 0.80% | Reduce -0.1% | 47,177 | $8.2M |
| Allspring Global Investments Holdings, LLC | 0.01% | Add +0.2% | 47,015 | $8.2M |
| Pegasus Partners Ltd. | 0.83% | Reduce -3.3% | 46,901 | $8.2M |
| Fidelis Capital Partners, LLC | 1.15% | Add +1.8% | 46,366 | $8.1M |
| UMB Bank, n.a. | 0.13% | Reduce -2.5% | 46,344 | $8.1M |
| Clayton Financial Group LLC | 3.49% | Add +0.0% | 45,043 | $8.1M |
| SlateStone Wealth, LLC | 0.84% | Add +2.6% | 44,538 | $7.8M |
| Hancock Whitney Corp. | 0.26% | Add +1.0% | 44,282 | $7.7M |
| Oldfather Financial Services, LLC | 3.15% | Add +0.5% | 44,065 | $7.7M |
| Sierra Capital LLC | 1.02% | Add +0.0% | 43,668 | $7.6M |
| Naples Global Advisors, LLC | 0.76% | Add +14.3% | 43,209 | $7.5M |
| Oxford Financial Group, LTD. LLC | 0.50% | Reduce -1.8% | 43,097 | $7.5M |
| Marquette Asset Management, LLC | 1.26% | Reduce -0.1% | 42,543 | $7.4M |
| Zacks Investment Management | 0.08% | Add +2.6% | 42,284 | $7.4M |
| D. E. Shaw & Co. | 0.01% | New | 42,110 | $7.3M |
| HBK Sorce Advisory LLC | 0.25% | Reduce -4.1% | 41,608 | $7.3M |
| Smith & Howard Wealth Management, LLC | 2.15% | Reduce -0.1% | 41,333 | $7.2M |
| Snowden Capital Advisors LLC | 0.22% | Add +1.6% | 40,994 | $7.2M |
| Rebalance, LLC | 0.57% | Add +20.5% | 40,289 | $7.0M |
| Kayne Anderson Rudnick Investment Management LLC | 0.02% | Add +59.0% | 39,974 | $7.0M |
| Edge Capital Group, LLC | 0.33% | Reduce -6.3% | 39,606 | $6.9M |
| Associated Banc-Corp | 0.21% | Add +4.1% | 39,506 | $6.9M |
| SG Americas Securities, LLC | 0.04% | New | 39,498 | $6.9M |
| Mullaney, Keating & Wright, Inc. | 5.33% | — | 39,397 | $6.9M |
| Arbor Investment Advisors, LLC | 0.99% | Reduce -0.3% | 38,977 | $6.8M |
| Morton Capital Management LLC | 1.61% | Add +0.1% | 38,961 | $6.8M |
| Parallel Advisors, LLC | 0.17% | Reduce -0.5% | 38,637 | $6.7M |
| Sunburst Financial Group, LLC | 1.82% | No change | 38,451 | $6.7M |
| HMS Capital Management, LLC | 3.48% | Reduce -0.2% | 38,322 | $6.7M |
| Astoria Strategic Wealth, Inc. | 2.07% | Add +1.0% | 38,281 | $6.7M |
| Baker Avenue Asset Management, LP | 0.23% | Reduce -1.2% | 38,255 | $6.7M |
| Jefferies Financial Group Inc. | 0.14% | Reduce -1.0% | 38,202 | $6.7M |
| Retirement Income Solutions, Inc. | 1.60% | Reduce -37.5% | 37,844 | $6.6M |
| Brighton Jones LLC | 0.22% | Add +13.8% | 37,738 | $6.6M |
| Bessemer Group Inc. | 0.01% | Reduce -0.5% | 37,434 | $6.5M |
| Rhumbline Advisers | 0.01% | Add +21.4% | 37,410 | $6.5M |
| Pinebridge Investments, L.P. | 0.05% | Reduce -0.6% | 37,293 | $6.5M |
| Whittier Trust Co. of Nevada Inc. | 0.18% | Reduce -4.2% | 36,500 | $6.4M |
| OneDigital Investment Advisors LLC | 0.08% | Add +2.0% | 36,443 | $6.4M |
| NorthRock Partners, LLC | 0.24% | Add +15.0% | 36,195 | $6.3M |
| American State Bank (Iowa) | 4.04% | Reduce -2.4% | 36,152 | $6.3M |
| RFG Advisory, LLC | 0.21% | Add +29.6% | 36,074 | $6.3M |
| Centennial Bank | 3.08% | Add +14.0% | 35,998 | $6.3M |
| Whittier Trust Co. | 0.09% | Reduce -4.0% | 35,939 | $6.3M |
| Stratos Wealth Partners, LTD. | 0.10% | Add +1.2% | 35,654 | $6.2M |
| Linscomb Wealth, Inc. | 0.32% | Reduce -2.3% | 35,206 | $6.1M |
| CFM Wealth Partners LLC | 1.11% | Add +8.8% | 34,651 | $6.0M |
| ARK & TLK Investments, LLC | 2.25% | Reduce -0.1% | 34,430 | $6.0M |
| Sepio Capital, LP | 0.55% | No change | 34,373 | $6.0M |
| Ballast, Inc. | 1.84% | Add +2.2% | 34,310 | $6.0M |
| Aspiriant, LLC | 0.24% | Add +1.3% | 34,256 | $6.0M |
| Allworth Financial LP | 0.04% | Reduce -7.5% | 33,215 | $6.0M |
| Atria Investments, Inc | 0.08% | Add +22.1% | 33,968 | $5.9M |
| American Institute for Advanced Investment Management, LLP | 4.54% | Reduce -0.2% | 33,956 | $5.9M |
| Sei Investments Co. | 0.01% | Reduce -13.8% | 33,701 | $5.9M |
| Dimension Capital Management LLC | 1.19% | Add +9.6% | 33,494 | $5.8M |
| Ameritas Advisory Services, LLC | 0.22% | Add +7.2% | 33,439 | $5.8M |
| Loomis Sayles & Co. L P | 0.01% | No change | 33,306 | $5.8M |
| Prospera Financial Services Inc | 0.16% | Reduce -37.3% | 33,226 | $5.8M |
| Advisory Resource Group | 1.30% | Add +20.5% | 33,103 | $5.8M |
| Deutsche Bank AG | 0.00% | Reduce -1.1% | 33,097 | $5.8M |
| Mill Creek Capital Advisors, LLC | 0.15% | Reduce -60.3% | 32,931 | $5.7M |
| Webster Bank, N. A. | 0.62% | Add +10.6% | 32,624 | $5.7M |
| Sowell Financial Services LLC | 0.27% | Add +1.7% | 32,535 | $5.7M |
| Vanguard Group Inc. | 0.00% | Add +0.7% | 32,214 | $5.6M |
| Ullmann Wealth Partners Group, LLC | 0.79% | Reduce -2.8% | 31,952 | $5.6M |
| Advisory Services Network, LLC | 0.11% | Reduce -6.8% | 31,713 | $5.5M |
| Quadrant Capital Group LLC | 0.41% | Reduce -0.3% | 31,594 | $5.5M |
| Ellenbecker Investment Group | 1.11% | Add +7.3% | 31,459 | $5.5M |
| Harbour Capital Advisors, LLC | 1.30% | Reduce -0.0% | 31,592 | $5.5M |
| Ballentine Partners, LLC | 0.10% | Reduce -2.6% | 30,786 | $5.4M |
| Avior Wealth Management, LLC | 0.23% | Add +64.3% | 30,660 | $5.3M |
| Legal & General Group Plc | 0.00% | Add +92.7% | 30,349 | $5.3M |
| Brightwater Advisory LLC | 4.04% | Reduce -4.7% | 30,010 | $5.2M |
| Crescent Grove Advisors, LLC | 0.57% | Reduce -3.3% | 29,963 | $5.2M |
| MetLife Investment Management, LLC | 0.03% | Reduce -57.1% | 29,900 | $5.2M |
| Community Bank, N.A. | 0.69% | Reduce -2.5% | 29,884 | $5.2M |
| Brand Asset Management Group, Inc. | 2.19% | Reduce -1.4% | 29,742 | $5.2M |
| Gladstone Institutional Advisory LLC | 0.27% | Add +0.9% | 29,679 | $5.2M |
| Hardy Reed LLC | 0.52% | No change | 29,678 | $5.2M |
| Brown Brothers Harriman & Co. | 0.04% | Add +4.2% | 29,350 | $5.1M |
| Red Tortoise LLC | 2.79% | Add +0.2% | 29,303 | $5.1M |
| Signaturefd, LLC | 0.10% | Reduce -1.1% | 29,147 | $5.1M |
| Quent Capital, LLC | 0.56% | Add +7.0% | 29,024 | $5.1M |
| Disciplined Investments, LLC | 2.69% | Add +0.2% | 29,006 | $5.1M |
| Citizens Financial Group Inc. | 0.11% | Add +256.2% | 28,847 | $5.0M |
| Signet Financial Management, LLC | 0.68% | Reduce -1.6% | 28,795 | $5.0M |
| J.W. Cole Advisors, Inc. | 0.24% | Add +1.3% | 28,645 | $5.0M |
| Auour Investments LLC | 1.84% | Reduce -0.7% | 28,351 | $4.9M |
| &partners | 0.22% | Add +445.2% | 28,314 | $4.9M |
| Mackenzie Financial Corp. | 0.01% | No change | 28,242 | $4.9M |
| Flagstar Securities, Inc. | 1.35% | Reduce -2.7% | 28,146 | $4.9M |
| Widmann Financial Services, Inc. | 3.97% | Reduce -0.3% | 27,991 | $4.9M |
| Tanglewood Legacy Advisors, LLC | 2.30% | Reduce -4.5% | 27,923 | $4.9M |
| IHT Wealth Management, LLC | 0.18% | Reduce -7.9% | 27,894 | $4.9M |
| Global Retirement Partners, LLC | 0.15% | Add +12.1% | 27,848 | $4.9M |
| Mutual Advisors, LLC | 0.15% | Reduce -0.9% | 26,638 | $4.8M |
| DT Investment Partners, LLC | 0.43% | No change | 27,528 | $4.8M |
| Towerpoint Wealth, LLC | 2.39% | Reduce -2.2% | 27,493 | $4.8M |
| Meritage Portfolio Management | 0.30% | Reduce -0.3% | 27,422 | $4.8M |
| Aureus Asset Management, LLC | 0.33% | Reduce -0.2% | 27,263 | $4.8M |
| Hanson & Doremus Investment Management | 0.79% | No change | 27,086 | $4.7M |
| Central Valley Advisors, LLC | 2.02% | Reduce -10.5% | 27,708 | $4.7M |
| Aristotle Capital Management, LLC | 0.01% | Add +4.4% | 26,822 | $4.7M |
| Pinnacle Wealth Management Group, Inc. | 3.16% | Add +10.2% | 26,785 | $4.7M |
| Hillcrest Wealth Advisors - NY, LLC | 2.50% | Reduce -0.7% | 26,668 | $4.7M |
| Riverview Capital Advisers, LLC | 1.56% | Reduce -0.2% | 26,581 | $4.6M |
| Stegner Investment Associates Inc. | 3.33% | Add +0.0% | 26,564 | $4.6M |
| AlTi Global, Inc. | 0.12% | Reduce -1.5% | 26,508 | $4.6M |
| Confluence Wealth Services, Inc. | 0.37% | Add +1.2% | 26,384 | $4.6M |
| Norris Perne & French LLP | 0.33% | Reduce -9.8% | 26,365 | $4.6M |
| Aveo Capital Partners, LLC | 0.52% | Add +991.6% | 26,154 | $4.6M |
| Manchester Capital Management LLC | 0.54% | Add +20.8% | 25,922 | $4.5M |
| Rothschild Investment LLC | 0.31% | Reduce -0.6% | 25,792 | $4.5M |
| Dorsey & Whitney Trust CO LLC | 0.31% | No change | 25,753 | $4.5M |
| Broadview Financial Management, LLC | 3.26% | Reduce -0.6% | 25,627 | $4.5M |
| Great Valley Advisor Group, Inc. | 0.12% | Reduce -12.2% | 25,492 | $4.4M |
| Qube Research & Technologies Ltd | 0.01% | Add +2866.3% | 25,214 | $4.4M |
| Old National Bancorp | 0.10% | Reduce -5.2% | 24,891 | $4.3M |
| SOL Capital Management CO | 0.52% | Reduce -1.2% | 24,779 | $4.3M |
| Tolleson Wealth Management, Inc. | 0.85% | Reduce -2.0% | 24,609 | $4.3M |
| One Capital Management, LLC | 0.15% | Add +9.3% | 24,600 | $4.3M |
| Alta Wealth Advisors LLC | 2.13% | Add +1.9% | 24,471 | $4.3M |
| Pinnacle Wealth Planning Services, Inc. | 0.61% | Reduce 0.0% | 24,425 | $4.3M |
| McKinley Carter Wealth Services, Inc. | 0.27% | Add +0.1% | 24,421 | $4.3M |
| Quadcap Wealth Management, LLC | 0.76% | Add +4.1% | 24,255 | $4.2M |
| Diversified Portfolios, Inc. | 0.55% | Add +1.6% | 24,022 | $4.2M |
| Central Pacific Bank - Trust Division | 0.52% | Reduce -4.0% | 23,954 | $4.2M |
| Integrated Wealth Concepts LLC | 0.06% | Reduce -4.7% | 23,872 | $4.2M |
| Wealthcare Advisory Partners LLC | 0.13% | Add +9.6% | 23,723 | $4.1M |
| Citadel Advisors | 0.00% | Reduce -35.5% | 23,609 | $4.1M |
| Sage Financial Group Inc. | 0.36% | Add +0.7% | 23,559 | $4.1M |
| EverSource Wealth Advisors, LLC | 0.27% | Add +43.0% | 22,392 | $4.1M |
| Asset Management Group, Inc. | 0.62% | Add +0.2% | 23,515 | $4.1M |
| Highland Capital Management, LLC | 0.24% | Reduce -14.6% | 23,416 | $4.1M |
| Cornerstone Advisory, LLC | 0.57% | Reduce -4.9% | 23,354 | $4.1M |
| Stock Yards Bank & Trust Co. | 0.13% | Reduce -4.8% | 23,298 | $4.1M |
| Fiduciary Financial Group, LLC | 0.98% | — | 22,163 | $4.0M |
| Azimuth Capital Investment Management LLC | 0.16% | New | 22,963 | $4.0M |
| JMG Financial Group, Ltd. | 0.15% | Reduce -19.9% | 22,876 | $4.0M |
| Wakefield Asset Management LLLP | 1.39% | Reduce -7.4% | 22,740 | $4.0M |
| Wintrust Investments LLC | 0.32% | Add +5.7% | 22,735 | $4.0M |
| New England Private Wealth Advisors LLC | 0.69% | Add +0.3% | 22,729 | $4.0M |
| SVB Wealth LLC | 0.10% | Reduce -17.3% | 22,667 | $4.0M |
| Ferguson Wellman Capital Management, Inc. | 0.08% | Add +1.2% | 22,569 | $3.9M |
| Spire Wealth Management | 0.14% | Reduce -4.8% | 22,559 | $3.9M |
| FC Advisory LLC | 1.44% | Reduce -1.2% | 22,555 | $3.9M |
| Rehmann Capital Advisory Group | 0.28% | Reduce -0.5% | 22,520 | $3.9M |
| Monetary Management Group Inc. | 1.04% | Add +0.2% | 22,450 | $3.9M |
| First Merchants Corp. | 0.16% | No change | 22,383 | $3.9M |
| Sandy Spring Bank | 0.17% | Add +7.7% | 22,223 | $3.9M |
| Topel & Distasi Wealth Management, LLC | 1.69% | Add +0.0% | 22,065 | $3.8M |
| Quantum Portfolio Management LLC | 2.20% | Reduce -12.6% | 21,928 | $3.8M |
| Sequoia Financial Advisors, LLC | 0.05% | Add +0.8% | 21,909 | $3.8M |
| Prime Capital Investment Advisors, LLC | 0.06% | Reduce -8.1% | 21,824 | $3.8M |
| Valmark Advisers, Inc. | 0.06% | Add +0.2% | 21,821 | $3.8M |
| Premier Path Wealth Partners, LLC | 0.65% | Reduce -6.6% | 21,791 | $3.8M |
| Stage Harbor Financial, LLC | 3.67% | No change | 21,748 | $3.8M |
| Wealthspan Partners, LLC | 2.09% | Reduce -0.9% | 21,738 | $3.8M |
| TPG Financial Advisors, LLC | 1.79% | — | 21,726 | $3.8M |
| Arete Wealth Advisors, LLC | 0.31% | Add +34.3% | 21,517 | $3.7M |
| Ieq Capital, LLC | 0.05% | Reduce -10.7% | 21,289 | $3.7M |
| Tudor Investment Corporation | 0.04% | Add +575.4% | 21,287 | $3.7M |
| Holistic Financial Partners | 1.86% | Reduce -0.3% | 21,246 | $3.7M |
| Cary Street Partners Investment Advisory LLC | 0.15% | Add +0.1% | 20,840 | $3.6M |
| Twin Focus Capital Partners, LLC | 0.58% | No change | 20,832 | $3.6M |
| Forte Asset Management LLC | 2.14% | Add +3.1% | 20,813 | $3.6M |
| Stillwater Capital Advisors, LLC | 0.50% | Add +16.8% | 20,730 | $3.6M |
| STAR Financial Bank | 2.77% | Reduce -24.0% | 20,644 | $3.6M |
| Rinkey Investments | 1.28% | Reduce -2.7% | 20,368 | $3.6M |
| Hall Kathryn A. | 0.81% | No change | 20,150 | $3.5M |
| Acropolis Investment Management, LLC | 0.22% | Reduce -0.6% | 20,050 | $3.5M |
| 1900 Wealth Management LLC | 0.32% | Reduce -0.1% | 19,833 | $3.5M |
| Great Lakes Advisors, LLC | 0.03% | Add +35.7% | 19,743 | $3.4M |
| Raffa Wealth Management, LLC | 0.98% | No change | 19,695 | $3.4M |
| Smith, Moore & Co. | 0.35% | Reduce -2.0% | 19,678 | $3.4M |
| Wellspring Financial Advisors, LLC | 0.39% | Reduce -3.9% | 19,649 | $3.4M |
| Oarsman Capital, Inc. | 0.75% | Add +9.0% | 19,635 | $3.4M |
| Susquehanna International Group, LLP | 0.01% | Reduce -34.8% | 19,622 | $3.4M |
| Harbor Investment Advisory, LLC | 0.35% | Add +0.2% | 19,395 | $3.4M |
| D.A. Davidson & Co. | 0.03% | Reduce -0.4% | 19,358 | $3.4M |
| Lanark Financial, Inc. | 0.31% | Add +1.0% | 19,226 | $3.4M |
| Magnus Financial Group LLC | 0.38% | Reduce -9.1% | 19,135 | $3.3M |
| St. Louis Trust Co | 0.51% | No change | 19,018 | $3.3M |
| Next Capital Management LLC | 1.38% | Add +0.6% | 18,700 | $3.3M |
| Resurgent Financial Advisors LLC | 2.02% | Reduce -45.8% | 18,509 | $3.2M |
| Bryn Mawr Trust Advisors, LLC | 0.18% | Add +2.9% | 18,497 | $3.2M |
| Caprock Group, LLC | 0.13% | Add +25.6% | 18,422 | $3.2M |
| Balyasny Asset Management L.P. | 0.01% | New | 18,155 | $3.2M |
| Focus Partners Advisor Solutions, LLC | 0.08% | Reduce -9.9% | 18,052 | $3.1M |
| Anchor Capital Advisors LLC | 0.09% | Add +17.5% | 18,038 | $3.1M |
| Goodman Financial Corp | 0.69% | New | 17,805 | $3.1M |
| Donald Smith & Co., Inc. | 0.08% | Add +18.7% | 17,800 | $3.1M |
| Concorde Asset Management, LLC | 1.91% | New | 17,797 | $3.1M |
| SOA Wealth Advisors, LLC. | 0.62% | Reduce -3.5% | 17,527 | $3.1M |
| Affinity Capital Advisors, LLC | 0.64% | Reduce -0.1% | 17,460 | $3.0M |
| Essex Financial Services, Inc. | 0.23% | Add +6.8% | 17,052 | $3.0M |
| Algorithmic Investment Models, LLC | 2.35% | New | 17,259 | $3.0M |
| Busey Bank | 0.10% | Reduce -7.7% | 17,012 | $3.0M |
| Aprio Wealth Management, LLC | 0.54% | Reduce -0.3% | 17,003 | $3.0M |
| 1834 Investment Advisors Co. | 0.36% | Reduce -0.5% | 16,977 | $3.0M |
| Aptus Capital Advisors, LLC | 0.06% | Reduce -5.9% | 16,894 | $2.9M |
| Aaron Wealth Advisors LLC | 0.41% | Add +74.6% | 16,747 | $2.9M |
| Rwa Wealth Partners, LLC | 0.04% | Reduce -81.0% | 16,586 | $2.9M |
| Private Ocean, LLC | 0.25% | Reduce -0.1% | 16,562 | $2.9M |
| Provenance Wealth Advisors, LLC | 0.40% | Reduce -2.5% | 16,520 | $2.9M |
| GAMCO Investors | 0.03% | New | 16,500 | $2.9M |
| Opes Wealth Management LLC | 0.59% | Reduce -0.6% | 16,294 | $2.8M |
| Unionview, LLC | 2.31% | Add +2.7% | 16,234 | $2.8M |
| Cornerstone Wealth Advisors, Inc. | 0.85% | Reduce -1.3% | 16,223 | $2.8M |
| Glenview Trust Co | 0.06% | Reduce -3.9% | 16,162 | $2.8M |
| Perigon Wealth Management, LLC | 0.08% | Reduce -1.4% | 16,080 | $2.8M |
| Evermay Wealth Management LLC | 0.44% | Reduce -0.7% | 15,886 | $2.8M |
| Kingsview Wealth Management, LLC | 0.07% | Reduce -46.7% | 15,821 | $2.8M |
| Ancora Advisors LLC | 0.07% | Add +0.3% | 15,739 | $2.7M |
| GTS Securities LLC | 0.06% | Reduce -77.3% | 15,638 | $2.7M |
| Colorado Capital Management, Inc. | 1.52% | No change | 15,629 | $2.7M |
| Game Plan Financial Advisors, LLC | 1.50% | Reduce -1.9% | 15,630 | $2.7M |
| NTV Asset Management LLC | 0.39% | Add +0.7% | 15,600 | $2.7M |
| GFS Advisors, LLC | 0.43% | Reduce -98.3% | 270 | $2.7M |
| Argent Trust Co | 0.12% | Reduce -32.8% | 15,421 | $2.7M |
| Pointe Capital Management LLC | 1.66% | Reduce -1.7% | 15,320 | $2.7M |
| Castle Wealth Management LLC | 1.27% | Reduce -1.4% | 15,242 | $2.7M |
| Allen Investment Management, LLC | 0.03% | No change | 15,188 | $2.6M |
| Verdence Capital Advisors LLC | 0.24% | Add +1.1% | 15,179 | $2.6M |
| First Hawaiian Bank | 0.09% | No change | 15,110 | $2.6M |
| New Republic Capital, LLC | 1.32% | Add +26.0% | 15,061 | $2.6M |
| Icon Wealth Advisors, LLC | 0.23% | Reduce -1.4% | 14,282 | $2.6M |
| Summit Investment Advisory Services, LLC | 3.08% | Add +959.5% | 15,002 | $2.6M |
| Pathway Financial Advisors LLC | 0.71% | Reduce -0.1% | 14,993 | $2.6M |
| Boston Trust Walden Corp | 0.02% | No change | 14,849 | $2.6M |
| Western Wealth Management, LLC | 0.19% | Add +1.6% | 14,759 | $2.6M |
| Ascent Group, LLC | 0.21% | Add +1126.0% | 14,712 | $2.6M |
| Forum Financial Management, LP | 0.05% | Reduce -5.6% | 14,685 | $2.6M |
| Grant Street Asset Management, Inc. | 0.80% | Add +0.2% | 14,674 | $2.6M |
| Mosaic Family Wealth Partners, LLC | 0.41% | Reduce -1.9% | 14,597 | $2.5M |
| Old Mission Capital LLC | 0.07% | New | 14,588 | $2.5M |
| Procyon Advisors, LLC | 0.19% | Reduce -3.4% | 14,585 | $2.5M |
| First Western Trust Bank | 0.12% | Add +6.0% | 14,574 | $2.5M |
| Autumn Glory Partners, LLC | 1.30% | No change | 14,553 | $2.5M |
| Summit Trail Advisors, LLC | 0.07% | Add +39.7% | 14,411 | $2.5M |
| NewEdge Wealth, LLC | 0.05% | Add +34.8% | 14,330 | $2.5M |
| Evanson Asset Management, LLC | 0.18% | Reduce -8.4% | 14,325 | $2.5M |
| Ironsides Asset Advisors, LLC | 0.83% | Reduce -0.0% | 14,291 | $2.5M |
| Accredited Investors Inc. | 0.15% | Reduce -5.2% | 14,210 | $2.5M |
| Founders Financial Alliance, LLC | 0.73% | Reduce -1.4% | 14,187 | $2.5M |
| Schaper Benz & Wise Investment Counsel Inc. | 0.21% | No change | 13,976 | $2.4M |
| Winthrop Advisory Group LLC | 0.33% | Reduce -6.2% | 13,927 | $2.4M |
| Arvest Investments, Inc. | 0.39% | Reduce -51.2% | 13,902 | $2.4M |
| Wilmington Savings Fund Society, FSB | 0.09% | Reduce -3.1% | 13,733 | $2.4M |
| Kanawha Capital Management LLC | 0.19% | Add +1.3% | 13,624 | $2.4M |
| Axxcess Wealth Management, LLC | 0.06% | Reduce -8.9% | 13,577 | $2.4M |
| Ascent Wealth Partners, LLC | 0.35% | Reduce -9.5% | 13,525 | $2.4M |
| Nicolet Bankshares Inc. | 0.49% | Reduce -9.3% | 13,485 | $2.4M |
| WCG Wealth Advisors LLC | 0.17% | Reduce -2.1% | 13,475 | $2.4M |
| Precedent Wealth Partners, LLC | 0.94% | No change | 13,378 | $2.3M |
| W Advisors, LLC | 1.53% | Add +1.4% | 13,345 | $2.3M |
| Ironwood Investment Counsel, LLC | 0.41% | Add +1.2% | 13,279 | $2.3M |
| Lion Street Advisors, LLC | 0.85% | Reduce -4.0% | 13,234 | $2.3M |
| Dixon Fnancial Services, Inc. | 1.27% | No change | 13,010 | $2.3M |
| Foster Dykema Cabot & Partners, LLC | 0.20% | No change | 12,929 | $2.3M |
| SIMA Wealth Partners, LLC | 2.14% | — | 12,882 | $2.2M |
| B. Riley Wealth Advisors, Inc. | 0.06% | Reduce -27.1% | 12,878 | $2.2M |
| Evercore Wealth Management, LLC | 0.04% | Reduce -0.3% | 12,873 | $2.2M |
| Saxon Interests, Inc. | 1.07% | Add +13.9% | 12,863 | $2.2M |
| Cahaba Wealth Management, Inc. | 0.20% | Reduce -3.8% | 12,784 | $2.2M |
| Custos Family Office, LLC | 0.89% | Reduce -0.6% | 12,761 | $2.2M |
| Baron Financial Group, LLC | 1.41% | Reduce -2.2% | 12,744 | $2.2M |
| Logan Capital Management Inc. | 0.10% | No change | 12,730 | $2.2M |
| T. Rowe Price Associates Inc. | 0.00% | Reduce -10.7% | 12,626 | $2.2M |
| BigSur Wealth Management LLC | 0.67% | No change | 12,601 | $2.2M |
| Gilliland Jeter Wealth Management LLC | 0.74% | Add +0.3% | 12,600 | $2.2M |
| Almanack Investment Partners, LLC. | 0.37% | Add +0.1% | 12,518 | $2.2M |
| Intrepid Financial Planning Group LLC | 0.94% | Reduce -0.8% | 12,500 | $2.2M |
| Zions Bancorporation, N.A. | 0.17% | Reduce -6.5% | 12,480 | $2.2M |
| Grove Bank & Trust | 0.35% | No change | 12,457 | $2.2M |
| Joel Isaacson & Co., LLC | 0.11% | Reduce -5.5% | 12,441 | $2.2M |
| Osborne Partners Capital Management, LLC | 0.13% | No change | 12,405 | $2.2M |
| Berkshire Asset Management LLC | 0.11% | Reduce -0.4% | 12,326 | $2.2M |
| Atlas Brown,Inc. | 0.77% | Add +0.1% | 12,311 | $2.1M |
| Vantagepoint Investment Advisers LLC | 0.30% | No change | 12,300 | $2.1M |
| Apollon Wealth Management, LLC | 0.07% | Add +0.1% | 12,273 | $2.1M |
| Focus Financial Network, Inc. | 0.09% | Add +0.4% | 11,601 | $2.1M |
| National Bank of Canada | 0.00% | Reduce -7.5% | 12,178 | $2.1M |
| Northeast Financial Consultants Inc | 0.10% | No change | 12,056 | $2.1M |
| ABLE Financial Group, LLC | 0.75% | Add +7.0% | 11,822 | $2.1M |
| Avantax Planning Partners, Inc. | 0.07% | Reduce -2.7% | 11,803 | $2.1M |
| Clarius Group, LLC | 0.14% | No change | 11,606 | $2.0M |
| Thompson Siegel & Walmsley LLC | 0.03% | Add +2.7% | 11,572 | $2.0M |
| Canandaigua National Bank & Trust Co. | 0.22% | New | 11,516 | $2.0M |
| Wealth Dimensions Group, Ltd. | 0.57% | Reduce -5.5% | 11,499 | $2.0M |
| Peapack Gladstone Financial Corp. | 0.03% | Reduce -1.0% | 11,412 | $2.0M |
| Verum Partners LLC | 0.64% | Reduce -10.3% | 11,368 | $2.0M |
| Csenge Advisory Group | 0.11% | Add +701.4% | 11,340 | $2.0M |
| Flputnam Investment Management Co. | 0.04% | Add +6.7% | 11,327 | $2.0M |
| Certified Advisory Corp | 0.25% | New | 11,240 | $2.0M |
| WestHill Financial Advisors, Inc. | 0.47% | Add +2.0% | 11,165 | $1.9M |
| Phillips Financial Management, LLC | 0.16% | Reduce -1.3% | 11,129 | $1.9M |
| Elevation Wealth Partners, LLC | 0.91% | Add +27.4% | 11,064 | $1.9M |
| Brookstone Capital Management | 0.03% | Add +5.4% | 10,530 | $1.9M |
| Tobias Financial Advisors, Inc. | 0.41% | Reduce -0.2% | 11,029 | $1.9M |
| PFG Advisors | 0.13% | Add +70.7% | 11,006 | $1.9M |
| SilverOak Wealth Management LLC | 0.46% | No change | 11,005 | $1.9M |
| FAS Wealth Partners, Inc. | 0.17% | Reduce -0.7% | 10,985 | $1.9M |
| Allegheny Financial Group | 0.55% | Add +3.9% | 10,976 | $1.9M |
| Burke & Herbert Bank & Trust Co. | 0.46% | New | 10,925 | $1.9M |
| CJM Wealth Advisers, Ltd. | 0.69% | Reduce -3.9% | 10,859 | $1.9M |
| Ellevest, Inc. | 0.11% | Reduce -4.1% | 10,784 | $1.9M |
| CGN Advisors LLC | 0.22% | Add +1.2% | 10,735 | $1.9M |
| Verus Financial Partners, Inc. | 0.22% | Add +0.0% | 10,729 | $1.9M |
| Carret Asset Management, LLC | 0.22% | Add +1.0% | 10,654 | $1.9M |
| Monograph Wealth Advisors, LLC | 0.27% | Reduce -18.5% | 10,618 | $1.9M |
| Park Avenue Securities LLC | 0.02% | Add +15.3% | 10,595 | $1.8M |
| Atlanta Consulting Group Advisors, LLC | 0.40% | Add +196.4% | 10,588 | $1.8M |
| Parkside Advisors LLC | 0.47% | Reduce -3.6% | 10,532 | $1.8M |
| Eldridge Investment Advisors, Inc. | 0.46% | Add +4.1% | 10,485 | $1.8M |
| Walled Lake Planning & Wealth Management, LLC | 0.75% | Add +4.8% | 10,482 | $1.8M |
| Affiance Financial, LLC | 0.47% | Add +0.1% | 10,417 | $1.8M |
| Quantinno Capital Management LP | 0.03% | Reduce -1.5% | 10,321 | $1.8M |
| Halpern Financial, Inc. | 0.49% | Reduce -1.0% | 10,259 | $1.8M |
| jvl associates llc | 0.71% | No change | 10,211 | $1.8M |
| Marshall Financial Group Inc. | 0.58% | Add +0.2% | 10,209 | $1.8M |
| Bond & Devick Financial Network, Inc. | 0.95% | No change | 10,195 | $1.8M |
| McAdam, LLC | 0.11% | Reduce -0.3% | 10,157 | $1.8M |
| BBR Partners, LLC | 0.14% | No change | 10,056 | $1.8M |
| Gries Financial LLC | 0.36% | Add +1.9% | 10,051 | $1.8M |
| Pinnacle Associates Ltd. | 0.03% | Add +1.9% | 10,033 | $1.8M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.05% | Add +1.6% | 9,859 | $1.7M |
| BluePointe Capital Management, LLC | 1.15% | Add +12.4% | 9,808 | $1.7M |
| Quotient Wealth Partners, LLC | 0.06% | Add +0.3% | 9,767 | $1.7M |
| Element Pointe Advisors, LLC | 0.43% | No change | 9,766 | $1.7M |
| Arkadios Wealth Advisors | 0.11% | Add +34.3% | 9,730 | $1.7M |
| Prosperity Planning, Inc. | 0.58% | Reduce -1.1% | 9,679 | $1.7M |
| Summit Financial Strategies, Inc. | 0.21% | Reduce -1.6% | 9,653 | $1.7M |
| Great Waters Wealth Management | 0.26% | Reduce -0.9% | 9,639 | $1.7M |
| Sapient Capital LLC | 0.04% | Add +1.9% | 9,634 | $1.7M |
| Myecfo, LLC | 0.97% | Reduce -1.4% | 9,612 | $1.7M |
| Renaissance Technologies | 0.00% | New | 9,600 | $1.7M |
| Mycio Wealth Partners, LLC | 0.43% | Reduce -3.6% | 9,600 | $1.7M |
| Lee Danner & Bass Inc. | 0.13% | — | 9,557 | $1.7M |
| Turtle Creek Wealth Advisors, LLC | 0.38% | No change | 9,478 | $1.7M |
| Seneca Financial Advisors LLC | 0.86% | Reduce -9.5% | 9,464 | $1.7M |
| Adero Partners, LLC | 0.12% | Add +2.0% | 9,450 | $1.6M |
| Beacon Financial Group | 0.19% | Reduce -0.5% | 9,404 | $1.6M |
| Gryphon Financial Partners LLC | 0.25% | Add +12.2% | 9,395 | $1.6M |
| Benedict Financial Advisors Inc. | 0.41% | Add +0.9% | 9,261 | $1.6M |
| Glass Jacobson Investment Advisors llc | 0.59% | Reduce -4.0% | 9,220 | $1.6M |
| Private Trust Co. NA | 0.17% | Reduce -1.1% | 9,207 | $1.6M |
| Peloton Wealth Strategists | 0.67% | Reduce -2.1% | 9,204 | $1.6M |
| Park Place Capital Corp | 0.51% | Reduce -1.5% | 9,200 | $1.6M |
| NorthCrest Asset Manangement, LLC | 0.05% | Add +1.4% | 9,195 | $1.6M |
| Cooper Financial Group | 0.24% | Reduce -7.4% | 9,190 | $1.6M |
| Pure Financial Advisors, LLC | 0.04% | Reduce -6.5% | 9,017 | $1.6M |
| Steph & Co. | 0.54% | Add +4.2% | 9,012 | $1.6M |
| Maryland Capital Advisors Inc. | 0.85% | No change | 9,003 | $1.6M |
| Fiduciary Trust Co | 0.02% | Reduce -6.7% | 8,979 | $1.6M |
| Clifford Group, LLC | 1.25% | Reduce -1.1% | 8,901 | $1.6M |
| Wedbush Securities Inc. | 0.06% | Reduce -5.5% | 8,887 | $1.6M |
| Mattern Capital Management, LLC | 0.21% | No change | 8,871 | $1.5M |
| Next Level Private LLC | 0.71% | Add +0.0% | 8,858 | $1.5M |
| Eastern Bank | 0.06% | Reduce -37.3% | 8,799 | $1.5M |
| GAMMA Investing LLC | 0.21% | Add +33.8% | 8,743 | $1.5M |
| U.S. Capital Wealth Advisors, LLC | 0.06% | Reduce -6.2% | 8,726 | $1.5M |
| GenWealth Group, Inc. | 0.37% | Reduce -0.7% | 8,715 | $1.5M |
| AE Wealth Management LLC | 0.02% | Add +17.3% | 8,663 | $1.5M |
| Baron Silver Stevens Financial Advisors, LLC | 0.29% | Reduce -0.4% | 8,649 | $1.5M |
| Anchor Investment Management, LLC | 0.15% | Reduce -1.1% | 8,614 | $1.5M |
| Breed's Hill Capital LLC | 1.33% | Reduce -0.9% | 8,603 | $1.5M |
| Keystone Wealth Services, LLC | 0.47% | Add +0.1% | 8,583 | $1.5M |
| Fiducient Advisors LLC | 0.21% | Add +81.9% | 8,582 | $1.5M |
| Jordan Park Group LLC | 0.11% | Reduce -1.9% | 8,504 | $1.5M |
| Northeast Investment Management | 0.07% | Add +25.0% | 8,500 | $1.5M |
| Paragon Financial Partners, Inc. | 1.15% | Add +0.1% | 8,434 | $1.5M |
| Larson Financial Group LLC | 0.10% | Add +4.7% | 8,349 | $1.5M |
| Intrust Bank NA | 0.15% | No change | 8,346 | $1.5M |
| Colonial Trust Co / SC | 0.25% | Reduce -1.4% | 8,281 | $1.4M |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.01% | No change | 7,920 | $1.4M |
| American Financial Advisors, LLC | 0.20% | Add +0.3% | 8,193 | $1.4M |
| Personal Cfo Solutions, LLC | 0.22% | Add +75.6% | 8,190 | $1.4M |
| Nations Financial Group Inc, /Ia/ | 0.12% | Reduce -0.9% | 8,180 | $1.4M |
| Cahill Financial Advisors Inc. | 0.19% | Reduce -6.2% | 8,140 | $1.4M |
| Bruce G. Allen Investments, LLC | 1.19% | Reduce -3.9% | 8,100 | $1.4M |
| Rf&l Wealth Management, LLC | 1.07% | Add +4.6% | 8,087 | $1.4M |
| Mma Asset Management LLC | 0.66% | Add +0.1% | 8,074 | $1.4M |
| True North Advisors, LLC | 0.37% | No change | 8,013 | $1.4M |
| Barclays PLC | 0.00% | New | 8,002 | $1.4M |
| Seven Mile Advisory | 1.01% | Reduce -0.4% | 7,911 | $1.4M |
| Barrett & Company, Inc. | 0.62% | Add +0.6% | 7,882 | $1.4M |
| Luts & Greenleigh Group, Inc. | 1.43% | — | 7,853 | $1.4M |
| Nabity-Jensen Investment Management Inc | 1.12% | No change | 7,818 | $1.4M |
| Wick Capital Partners, LLC | 0.47% | New | 7,779 | $1.4M |
| Apella Capital, LLC | 0.06% | Add +6.0% | 7,797 | $1.4M |
| Bensler, LLC | 0.18% | Add +2.1% | 7,768 | $1.4M |
| Cohen & Steers, Inc. | 0.00% | No change | 7,719 | $1.3M |
| Eagle Strategies LLC | 0.26% | Add +41.5% | 7,707 | $1.3M |
| IFG Advisory, LLC | 0.09% | New | 7,677 | $1.3M |
| Key Financial Inc | 0.32% | No change | 7,676 | $1.3M |
| Kornitzer Capital Management Inc. | 0.03% | Reduce -2.6% | 7,665 | $1.3M |
| Sax Wealth Advisors, LLC | 0.13% | Add +8.5% | 7,643 | $1.3M |
| Indiana Trust & Investment Management Co | 0.49% | No change | 7,629 | $1.3M |
| RFP Financial Group LLC | 0.49% | No change | 7,616 | $1.3M |
| Vista Capital Partners, Inc. | 0.16% | No change | 7,607 | $1.3M |
| Johnson Bixby & Associates, LLC | 0.22% | Reduce -19.3% | 7,595 | $1.3M |
| Atalanta Sosnoff Capital, LLC | 0.03% | Add +0.2% | 7,585 | $1.3M |
| Cambridge Capital Management, LLC | 0.97% | Reduce -1.8% | 7,556 | $1.3M |
| Concurrent Investment Advisors, LLC | 0.04% | Add +12.3% | 7,554 | $1.3M |
| Forvis Mazars Wealth Advisors, LLC | 0.03% | Reduce -8.4% | 7,512 | $1.3M |
| Collective Family Office LLC | 0.39% | New | 7,502 | $1.3M |
| Mayport, LLC | 0.47% | No change | 7,500 | $1.3M |
| Wetzel Investment Advisors, Inc. | 0.75% | Add +0.2% | 7,279 | $1.3M |
| Bradley Foster & Sargent Inc. | 0.02% | Add +57.3% | 7,409 | $1.3M |
| TFO Wealth Partners, LLC | 0.25% | No change | 7,402 | $1.3M |
| Coppell Advisory Solutions LLC | 0.21% | — | 7,387 | $1.3M |
| World Investment Advisors | 0.08% | Add +189.9% | 7,359 | $1.3M |
| Cardiff Park Advisors, LLC | 0.12% | Add +0.1% | 7,358 | $1.3M |
| Natixis | 0.01% | Add +2.9% | 7,355 | $1.3M |
| Litman Gregory Wealth Management LLC | 0.11% | Add +11.3% | 7,340 | $1.3M |
| Market Street Wealth Management Advisors LLC | 0.22% | No change | 7,338 | $1.3M |
| London Co. of Virginia | 0.01% | Add +160.6% | 7,337 | $1.3M |
| Opus Capital Group, LLC | 0.18% | Reduce -0.7% | 7,257 | $1.3M |
| Vance Wealth, LLC | 0.52% | Add +1.9% | 7,249 | $1.3M |
| IFP Advisors, Inc | 0.05% | Add +49.7% | 7,218 | $1.3M |
| Sound View Wealth Advisors Group, LLC | 0.13% | Reduce -2.9% | 7,138 | $1.2M |
| Financial Advisors, LLC | 0.25% | No change | 7,100 | $1.2M |
| Garde Capital, Inc. | 0.09% | No change | 7,095 | $1.2M |
| Earned Wealth Advisors, LLC | 0.47% | No change | 7,046 | $1.2M |
| Marcum Wealth, LLC | 0.12% | Add +3.5% | 7,027 | $1.2M |
| KMG Fiduciary Partners, LLC | 0.12% | Add +0.2% | 7,024 | $1.2M |
| Whitegate Investment Counselors, Inc. | 0.35% | Reduce -1.9% | 7,023 | $1.2M |
| Alamar Capital Management, LLC | 0.74% | — | 6,998 | $1.2M |
| Farmers & Merchants Investments Inc. | 0.04% | No change | 6,989 | $1.2M |
| Fisher Asset Management | 0.00% | Add +488.2% | 6,952 | $1.2M |
| Capital Investment Advisors, LLC | 0.03% | Reduce -0.8% | 6,920 | $1.2M |
| Accurate Wealth Management, LLC | 0.29% | Add +3.1% | 6,717 | $1.2M |
| Asset Dedication, LLC | 0.08% | Reduce -0.8% | 6,877 | $1.2M |
| Guardian Wealth Advisors, LLC / NC | 0.14% | Reduce -8.3% | 6,876 | $1.2M |
| West Michigan Advisors, LLC | 0.38% | Reduce -2.1% | 6,838 | $1.2M |
| International Assets Investment Management, LLC | 0.11% | Reduce -2.6% | 6,789 | $1.2M |
| BHK Investment Advisors, LLC | 0.46% | Reduce -2.0% | 6,775 | $1.2M |
| Stableford Capital II LLC | 0.46% | Reduce -0.8% | 6,403 | $1.2M |
| JFG Wealth Management, LLC | 0.33% | Add +0.4% | 6,708 | $1.2M |
| Chemung Canal Trust Co. | 0.23% | Reduce -8.2% | 6,664 | $1.2M |
| Coldstream Capital Management Inc. | 0.03% | Reduce -5.5% | 6,658 | $1.2M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.19% | Add +4.3% | 6,653 | $1.2M |
| Thomasville National Bank | 0.09% | No change | 6,647 | $1.2M |
| Journey Strategic Wealth LLC | 0.05% | Add +243.3% | 6,587 | $1.1M |
| Northstar Group, Inc. | 0.23% | Reduce -0.7% | 6,583 | $1.1M |
| Warwick Investment Management, Inc. | 0.27% | Add +0.1% | 6,523 | $1.1M |
| David Kennon Inc | 0.48% | Add +10.2% | 6,492 | $1.1M |
| Global Strategic Investment Solutions, LLC | 0.14% | Add +0.4% | 6,472 | $1.1M |
| TCI Wealth Advisors, Inc. | 0.11% | Reduce -11.2% | 6,467 | $1.1M |
| Wesbanco Bank Inc. | 0.04% | Reduce -3.4% | 6,449 | $1.1M |
| Choate Investment Advisors | 0.03% | No change | 6,441 | $1.1M |
| SpiderRock Advisors, LLC | 0.03% | Reduce -4.7% | 6,421 | $1.1M |
| Schechter Investment Advisors, LLC | 0.08% | Add +4.8% | 6,417 | $1.1M |
| Castleark Management LLC | 0.05% | No change | 6,400 | $1.1M |
| Cascade Wealth Advisors, Inc | 0.82% | Reduce -4.9% | 6,197 | $1.1M |
| VeraBank, N.A. | 0.34% | No change | 6,363 | $1.1M |
| Mascoma Wealth Management LLC | 0.29% | Add +1.8% | 6,330 | $1.1M |
| Embree Financial Group | 0.21% | Reduce -3.7% | 6,325 | $1.1M |
| PFG Investments, LLC | 0.08% | Reduce -20.6% | 6,318 | $1.1M |
| Geneos Wealth Management Inc. | 0.05% | Add +3.0% | 6,311 | $1.1M |
| Etfidea, LLC | 0.37% | No change | 6,300 | $1.1M |
| Strategic Blueprint, LLC | 0.07% | Reduce -0.5% | 6,288 | $1.1M |
| Tranquility Partners, LLC | 0.42% | Reduce -0.1% | 6,276 | $1.1M |
| Fragasso Financial Advisors Inc | 0.09% | Reduce -10.3% | 6,269 | $1.1M |
| Wealth Alliance, LLC | 0.14% | Add +27.5% | 6,249 | $1.1M |
| Fairhaven Wealth Management, LLC | 0.36% | No change | 6,234 | $1.1M |
| Amplius Wealth Advisors, LLC | 0.12% | No change | 6,222 | $1.1M |
| Fifth Third Securities, Inc. | 0.10% | Add +9.1% | 6,201 | $1.1M |
| Elevate Wealth Advisory, Inc. | 0.88% | Reduce -4.4% | 6,192 | $1.1M |
| Level Four Advisory Services, LLC | 0.05% | Reduce -76.5% | 6,187 | $1.1M |
| Vawter Financial, Ltd. | 0.73% | Add +6.3% | 6,137 | $1.1M |
| Thoroughbred Financial Services, LLC | 0.07% | New | 6,128 | $1.1M |
| High Probability Advisors, LLC | 0.19% | No change | 6,116 | $1.1M |
| Advisors Capital Management, LLC | 0.02% | Add +8.9% | 6,091 | $1.1M |
| Trust Co of the South | 0.25% | No change | 6,078 | $1.1M |
| Freestone Capital Holdings, LLC | 0.04% | Reduce -2.9% | 6,054 | $1.1M |
| Coastline Trust Co | 0.12% | Reduce -3.2% | 6,032 | $1.1M |
| SkyView Investment Advisors, LLC | 0.19% | No change | 5,975 | $1.0M |
| Summit X, LLC | 0.23% | Reduce -2.3% | 5,971 | $1.0M |
| First National Trust Co | 0.04% | Add +85.7% | 5,962 | $1.0M |
| Sigma Investment Counselors Inc. | 0.07% | Reduce -5.5% | 5,950 | $1.0M |
| National Philanthropic Trust | 0.02% | No change | 5,925 | $1.0M |
| Patten Group, Inc. | 0.24% | Add +1.6% | 5,919 | $1.0M |
| Encompass Wealth Advisors, LLC | 0.28% | Add +1.6% | 5,908 | $1.0M |
| Cambridge Financial Group, LLC | 0.47% | Reduce -0.9% | 5,868 | $1.0M |
| Thrive Wealth Management, LLC | 0.20% | Reduce -1.5% | 5,866 | $1.0M |
| Middleton & Co. Inc. | 0.12% | No change | 5,816 | $1.0M |
| Apexium Financial, LP | 0.07% | Reduce -3.9% | 5,812 | $1.0M |
| HUB Investment Partners, LLC | 0.05% | Add +2.1% | 5,795 | $1.0M |
| Financial Advocates Investment Management | 0.06% | Reduce -52.0% | 5,792 | $1.0M |
| Matrix Asset Advisors Inc. | 0.12% | Add +20.5% | 5,786 | $1.0M |
| Beaumont Financial Advisors, LLC | 0.08% | Add +15.8% | 5,745 | $1.0M |
| Cornerstone Wealth Management, LLC | 0.08% | Add +1.1% | 5,729 | $1000K |
| Curi Capital, LLC | 0.02% | Reduce -19.4% | 5,722 | $998K |
| Sharkey, Howes & Javer | 0.16% | Add +12.9% | 5,695 | $994K |
| Sendero Wealth Management, LLC | 0.17% | Reduce -0.9% | 5,693 | $993K |
| Tsfg, LLC | 0.23% | Reduce -0.9% | 5,690 | $993K |
| Pacific Financial Group Inc. | 0.70% | Reduce -8.1% | 5,689 | $993K |
| Regis Management CO LLC | 0.30% | No change | 5,685 | $992K |
| City Holding Co. | 0.15% | Add +10.5% | 5,672 | $990K |
| Connecticut Wealth Management, LLC | 0.05% | Add +6.1% | 5,671 | $989K |
| Moneco Advisors, LLC | 0.15% | Add +0.3% | 5,661 | $988K |
| Washington Trust Bank | 0.10% | Reduce -74.3% | 5,643 | $985K |
| Core Wealth Advisors, Inc. | 0.33% | No change | 5,599 | $977K |
| First Manhattan Co. Llc. | 0.00% | Add +0.3% | 5,589 | $975K |
| Florida Trust Wealth Management Co | 0.03% | No change | 5,515 | $962K |
| Harvest Investment Services, LLC | 0.38% | New | 5,463 | $953K |
| Investment Advisory Group, LLC | 0.37% | Add +0.9% | 5,447 | $950K |
| First Financial Corp. | 0.48% | Reduce -1.9% | 5,441 | $949K |
| Coastal Bridge Advisors, LLC | 0.24% | No change | 5,438 | $949K |
| SouthState Bank Corp | 0.07% | Add +2.6% | 5,437 | $949K |
| Staley Capital Advisers Inc. | 0.04% | No change | 5,358 | $935K |
| Harbour Investments, Inc. | 0.03% | Add +3.7% | 5,307 | $926K |
| Hoese & Co LLP | 0.81% | No change | 5,224 | $925K |
| Parisi Gray Wealth Management | 0.33% | Add +2.7% | 5,295 | $924K |
| First Foundation Advisors | 0.04% | Add +2.2% | 5,270 | $919K |
| Morris Financial Concepts, Inc. | 0.44% | Reduce -33.5% | 5,259 | $918K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.03% | Add +3.7% | 5,245 | $915K |
| Hilltop Holdings Inc. | 0.11% | Reduce -31.9% | 5,226 | $912K |
| Brown Financial Advisory | 0.70% | Reduce -12.5% | 5,207 | $908K |
| QRG Capital Management, Inc. | 0.01% | Reduce -21.9% | 5,205 | $908K |
| WMS Partners, LLC | 0.06% | Reduce -0.3% | 5,204 | $908K |
| Merit Financial Group, LLC | 0.02% | Add +0.9% | 5,201 | $907K |
| CVA Family Office, LLC | 0.16% | Reduce -21.1% | 5,138 | $896K |
| Investmark Advisory Group LLC | 0.48% | Add +0.1% | 5,132 | $895K |
| Hemington Wealth Management | 0.30% | Reduce -7.4% | 5,130 | $895K |
| Lake Street Advisors Group, LLC | 0.04% | Add +9.9% | 5,097 | $889K |
| Financial Insights, Inc. | 0.25% | Reduce -2.1% | 5,081 | $886K |
| Ashton Thomas Securities, LLC | 0.21% | — | 5,090 | $885K |
| Greenleaf Trust | 0.01% | Reduce -3.9% | 5,070 | $885K |
| Texas Capital Bank Wealth Management Services Inc | 0.09% | No change | 5,058 | $882K |
| Capital Asset Advisory Services LLC | 0.05% | Reduce -0.1% | 5,070 | $882K |
| S&co Inc. | 0.06% | No change | 5,050 | $881K |
| James Investment Research, Inc. | 0.10% | Reduce -3.5% | 5,025 | $877K |
| First Bank & Trust | 0.18% | Reduce -2.5% | 5,004 | $873K |
| Regent Peak Wealth Advisors LLC | 0.20% | No change | 4,998 | $872K |
| CENTRAL TRUST Co | 0.02% | Reduce -2.0% | 4,954 | $864K |
| Plante Moran Financial Advisors, LLC | 0.09% | Reduce -24.9% | 4,952 | $864K |
| Bailard, Inc. | 0.02% | No change | 4,934 | $861K |
| WealthShield Partners, LLC | 0.13% | Reduce -2.0% | 4,924 | $859K |
| Atlantic Union Bankshares Corp | 0.05% | Reduce -0.1% | 4,909 | $856K |
| Empower Advisory Group, LLC | 0.00% | Add +28.6% | 4,897 | $854K |
| Arax Advisory Partners | 0.08% | Add +4.6% | 4,873 | $850K |
| Independent Financial Group, LLC | 0.03% | Reduce -5.8% | 4,867 | $849K |
| Fidelity D & D Bancorp Inc. | 0.64% | Reduce -88.4% | 4,866 | $849K |
| Live Oak Private Wealth LLC | 0.15% | Add +6.3% | 4,860 | $848K |
| BlueChip Wealth Advisors LLC | 0.50% | Reduce -0.7% | 4,849 | $846K |
| Welch & Forbes LLC | 0.01% | No change | 4,850 | $845K |
| Annex Advisory Services, LLC | 0.03% | Add +3.5% | 4,829 | $843K |
| Paragon Capital Management Ltd | 0.15% | Reduce -10.3% | 4,827 | $842K |
| Compound Planning, Inc. | 0.06% | Add +11.3% | 4,825 | $842K |
| Betterment LLC | 0.00% | Add +47.1% | 4,817 | $840K |
| Members Wealth LLC | 0.56% | — | 4,258 | $833K |
| Vontobel Holding Ltd. | 0.00% | No change | 4,764 | $831K |
| Virtue Capital Management, LLC | 0.14% | Reduce -8.9% | 4,576 | $825K |
| Flagship Harbor Advisors, LLC | 0.05% | Reduce -14.2% | 4,719 | $823K |
| Legacy Trust | 0.20% | No change | 4,695 | $819K |
| Evergreen Advisors, LLC | 0.25% | No change | 4,694 | $819K |
| Willow Creek Wealth Management Inc. | 0.09% | Reduce -0.6% | 4,679 | $816K |
| Lakewood Asset Management LLC | 0.56% | Reduce -1.3% | 4,639 | $809K |
| Courier Capital LLC | 0.06% | Add +3.5% | 4,606 | $804K |
| Chesley Taft & Associates LLC | 0.04% | Reduce -17.1% | 4,588 | $800K |
| Veracity Capital LLC | 0.33% | Reduce -6.9% | 4,559 | $795K |
| CRA Financial Services, LLC | 0.16% | Add +0.2% | 4,552 | $794K |
| Uptick Partners, LLC | 0.61% | No change | 4,429 | $793K |
| Guidance Point Advisors, LLC | 0.26% | Add +0.5% | 4,539 | $792K |
| Regimen Wealth, LLC | 0.27% | Reduce -13.1% | 4,534 | $791K |
| American Investment Services, Inc. | 0.14% | Reduce -5.9% | 4,526 | $790K |
| Barnett & Company, Inc. | 0.57% | Reduce -0.1% | 4,525 | $789K |
| Cyndeo Wealth Partners, LLC | 0.06% | Reduce -1.3% | 4,519 | $789K |
| Bogart Wealth, LLC | 0.04% | No change | 4,505 | $786K |
| Renasant Bank | 0.53% | Reduce -0.8% | 4,455 | $777K |
| Invenio Wealth Partners LLC | 0.39% | No change | 4,453 | $777K |
| Hoge Financial Services, LLC | 0.63% | Add +0.4% | 4,427 | $772K |
| Matthew Goff Investment Advisor, LLC | 0.16% | Reduce -6.8% | 4,410 | $769K |
| Townsquare Capital LLC | 0.01% | Add +8.9% | 4,390 | $766K |
| Integrated Advisors Network LLC | 0.04% | Reduce -43.2% | 4,369 | $762K |
| BSW Wealth Partners | 0.12% | Add +14.1% | 4,358 | $760K |
| Palisade Asset Management, LLC | 0.08% | No change | 4,317 | $753K |
| Dakota Wealth Management | 0.02% | Reduce -7.7% | 4,312 | $752K |
| Nicolet Advisory Services, LLC | 0.07% | Add +0.1% | 4,264 | $749K |
| Bedel Financial Consulting, Inc. | 0.11% | Reduce -2.4% | 4,271 | $745K |
| Nvest Financial, LLC | 0.46% | No change | 4,257 | $743K |
| Edgestream Partners, L.P. | 0.04% | New | 4,251 | $742K |
| Legacy Advisors, LLC | 0.09% | No change | 4,248 | $741K |
| Mayflower Financial Advisors, LLC | 0.12% | Reduce -0.4% | 4,246 | $741K |
| MWA Asset Management | 0.53% | Reduce -2.3% | 4,239 | $740K |
| Front Row Advisors LLC | 0.26% | Add +0.9% | 4,221 | $736K |
| Lowery Thomas, LLC | 0.54% | Reduce -2.5% | 4,209 | $734K |
| American Trust | 0.06% | Add +96.5% | 4,204 | $733K |
| Wellington Management Group LLP | 0.00% | No change | 4,200 | $733K |
| Alpha Financial Advisors, LLC | 0.35% | No change | 4,197 | $732K |
| First United Bank & Trust | 0.27% | No change | 4,187 | $731K |
| Partners in Financial Planning | 0.16% | No change | 4,149 | $724K |
| Evergreen Capital Management LLC | 0.03% | No change | 4,135 | $721K |
| MIdWestOne Financial Group, Inc. | 0.13% | No change | 4,130 | $721K |
| Pinnacle Wealth Management Advisory Group, LLC | 0.07% | Add +14.9% | 4,109 | $717K |
| Hoylecohen, LLC | 0.05% | Reduce -1.3% | 4,106 | $716K |
| Robinson Value Management, Ltd. | 0.50% | Add +11.0% | 4,104 | $716K |
| Brendel Financial Advisors LLC | 0.45% | New | 4,064 | $709K |
| Prosperity Consulting Group, LLC | 0.10% | Reduce -8.5% | 4,048 | $706K |
| NCM Capital Management, LLC | 0.37% | Reduce -2.9% | 4,047 | $706K |
| Woodmont Investment Counsel LLC | 0.06% | Add +1.9% | 4,034 | $704K |
| Golden Road Advisors LLC | 0.58% | Add +0.3% | 4,037 | $702K |
| Ssi Investment Management LLC | 0.28% | No change | 4,020 | $701K |
| Bantamac Capital, LLC | 0.42% | No change | 4,000 | $698K |
| CM Wealth Advisors LLC | 0.33% | Reduce -95.7% | 3,987 | $696K |
| Dana Investment Advisors, Inc. | 0.02% | Reduce -4.4% | 3,987 | $696K |
| Walkner Condon Financial Advisors LLC | 0.15% | Reduce -3.4% | 3,985 | $695K |
| Becker Capital Management Inc. | 0.02% | Add +5.5% | 3,977 | $694K |
| Emprise Bank | 0.43% | Reduce -1.1% | 3,957 | $690K |
| Occidental Asset Management, LLC | 0.12% | Add +2.6% | 3,939 | $687K |
| Continuum Advisory, LLC | 0.10% | No change | 3,938 | $687K |
| Ritholtz Wealth Management | 0.02% | Reduce -3.2% | 3,921 | $684K |
| Adirondack Trust Co. | 0.28% | Add +30.7% | 3,917 | $683K |
| Capital Investment Advisory Services, LLC | 0.07% | Reduce -3.8% | 3,887 | $678K |
| Calamos Wealth Management LLC | 0.04% | Add +12.4% | 3,884 | $678K |
| Forthright Family Wealth Advisory LLC | 0.44% | No change | 3,876 | $676K |
| Roble, Belko & Company, Inc | 0.11% | No change | 3,850 | $672K |
| Debussy Capital Management LP | 0.19% | Add +0.2% | 3,851 | $672K |
| Rodgers & Associates, LTD | 0.09% | Add +0.6% | 3,840 | $670K |
| Lowe Brockenbrough & Co. Inc. | 0.04% | No change | 3,813 | $665K |
| Sunpointe, LLC | 0.43% | No change | 3,802 | $663K |
| Stanley-Laman Group, Ltd. | 0.09% | Reduce -0.1% | 3,795 | $662K |
| MassMutual Private Wealth & Trust, FSB | 0.02% | Add +46.9% | 3,791 | $661K |
| Stonebrook Private Inc. | 0.19% | No change | 3,789 | $661K |
| Secure Asset Management, LLC | 0.13% | Add +171.4% | 3,783 | $660K |
| SeaCrest Wealth Management, LLC | 0.08% | Add +130.1% | 3,783 | $660K |
| Bordeaux Wealth Advisors LLC | 0.13% | Add +2.0% | 3,780 | $659K |
| Hamilton Capital, LLC | 0.05% | No change | 3,779 | $659K |
| Empire Financial Management Company, LLC | 0.22% | Reduce -2.1% | 3,758 | $656K |
| Jane Street Group, LLC | 0.00% | Reduce -88.7% | 3,754 | $655K |
| William Howard & Co Financial Advisors Inc | 0.60% | Add +0.4% | 3,742 | $653K |
| Paladin Advisory Group, LLC | 0.51% | Add +2.1% | 3,742 | $649K |
| Horan Securities, Inc. | 0.28% | Add +2.0% | 3,711 | $648K |
| Composition Wealth, LLC | 0.02% | Reduce -0.1% | 3,692 | $644K |
| Ballew Advisors, Inc | 0.43% | Reduce -3.5% | 3,591 | $644K |
| Chapin Davis, Inc. | 0.22% | Add +0.2% | 3,689 | $644K |
| Lutz Financial Services LLC | 0.06% | No change | 3,685 | $643K |
| Fort Sheridan Advisors LLC | 0.10% | Add +5.7% | 3,680 | $642K |
| Aft, Forsyth & Company, Inc. | 0.31% | Reduce -0.3% | 3,660 | $639K |
| GYL Financial Synergies, LLC | 0.05% | Add +0.3% | 3,651 | $637K |
| Moloney Securities Asset Management, LLC | 0.09% | Add +5.1% | 3,648 | $636K |
| Perennial Investment Advisors, LLC | 0.09% | Add +0.1% | 3,641 | $635K |
| Westmount Partners, LLC | 0.21% | No change | 3,660 | $635K |
| One Wealth Advisors, LLC | 0.14% | No change | 3,556 | $633K |
| Archford Capital Strategies, LLC | 0.10% | No change | 3,610 | $630K |
| Hanover Advisors Inc. | 0.28% | No change | 3,604 | $629K |
| Independence Bank of Kentucky | 0.17% | Add +8.1% | 3,596 | $627K |
| Charter Oak Capital Management, LLC | 0.07% | No change | 3,570 | $623K |
| Wrapmanager Inc. | 0.17% | Reduce -9.1% | 3,567 | $622K |
| Financial Guidance Group, Inc. | 0.38% | No change | 3,562 | $621K |
| NFJ Investment Group, LLC | 0.02% | Add +326.9% | 3,556 | $620K |
| Archer Investment Corp | 0.18% | No change | 3,549 | $619K |
| Farther Finance Advisors, LLC | 0.03% | Add +29.0% | 3,568 | $618K |
| Greenup Street Wealth Management LLC | 0.14% | Reduce -10.7% | 3,529 | $616K |
| Bourgeon Capital Management LLC | 0.12% | No change | 3,528 | $616K |
| Lunt Capital Management, Inc. | 0.30% | No change | 3,520 | $614K |
| Main Street Financial Solutions, LLC | 0.06% | Add +2.6% | 3,474 | $606K |
| Warner Financial, Inc. | 0.30% | Add +0.3% | 3,473 | $606K |
| Washington Trust Advisors, Inc. | 0.06% | Add +61.6% | 3,468 | $605K |
| Capital Group Private Client Services, Inc. | 0.01% | New | 3,466 | $605K |
| Auxano Advisors, LLC | 0.17% | Reduce -0.3% | 3,442 | $601K |
| Iams Wealth Management, LLC | 0.33% | Reduce -19.0% | 3,435 | $599K |
| Mason Investment Advisory Services, Inc. | 0.04% | Add +0.4% | 3,433 | $599K |
| Obermeyer Wealth Partners | 0.03% | Reduce -1.2% | 3,396 | $593K |
| Leavell Investment Management, Inc. | 0.03% | Add +1.7% | 3,379 | $590K |
| Miller Investment Management, LP | 0.07% | No change | 3,368 | $588K |
| Blueprint Investment Partners LLC | 0.13% | New | 3,365 | $587K |
| Relative Value Partners Group, LLC | 0.08% | Reduce -97.5% | 3,350 | $584K |
| Lake Street Private Wealth, LLC | 0.08% | Add +0.0% | 3,350 | $584K |
| Regal Investment Advisors LLC | 0.04% | Reduce -0.1% | 3,335 | $582K |
| Waterfront Wealth Inc. | 0.16% | No change | 3,334 | $582K |
| Melfa Wealth Management, Inc. | 0.41% | No change | 3,330 | $581K |
| BOK Financial Private Wealth, Inc. | 0.04% | No change | 3,329 | $581K |
| Atticus Wealth Management, LLC | 0.19% | Reduce -13.7% | 3,328 | $581K |
| Sigma Planning Corp | 0.02% | Reduce -5.3% | 3,325 | $580K |
| Wescott Financial Advisory Group, LLC | 0.07% | No change | 3,316 | $579K |
| TFB Advisors LLC | 0.19% | Reduce -26.0% | 3,304 | $576K |
| Rockbridge Investment Management, LCC | 0.08% | Reduce -0.4% | 3,303 | $576K |
| Charles Schwab Trust Co | 0.05% | No change | 3,293 | $575K |
| Squarepoint Ops LLC | 0.00% | Reduce -91.1% | 3,262 | $569K |
| Private Capital Management LLC | 0.11% | Reduce -1.9% | 3,260 | $569K |
| Ellis Investment Partners, LLC | 0.12% | Add +0.1% | 3,239 | $565K |
| Apollon Financial, LLC | 0.18% | Add +0.2% | 3,220 | $562K |
| Bristlecone Advisors, LLC | 0.05% | No change | 3,220 | $562K |
| Cornell Pochily Investment Advisors, Inc. | 0.21% | Add +11.6% | 3,214 | $561K |
| Diamond Hill Capital Management, LLC (Investment Advisor) | 0.00% | New | 3,213 | $561K |
| Beacon Financial Strategies CORP | 0.40% | Add +0.1% | 3,200 | $558K |
| DAVENPORT & Co LLC | 0.00% | Add +3.0% | 3,186 | $556K |
| Cassady Schiller Wealth Management, LLC | 0.23% | No change | 3,182 | $555K |
| Titleist Asset Management, LLC | 0.08% | Add +1.9% | 3,178 | $554K |
| Catalina Capital Group, LLC | 0.21% | Add +6.9% | 3,167 | $553K |
| Glassman Wealth Services | 0.10% | No change | 3,159 | $551K |
| Greenwood Gearhart LLC | 0.05% | No change | 3,158 | $551K |
| TrueWealth Advisors, LLC | 0.20% | Add +0.1% | 3,155 | $550K |
| Capital City Trust Co. | 0.15% | Reduce -1.4% | 3,155 | $550K |
| Leo Wealth, LLC | 0.06% | Reduce -12.8% | 3,138 | $547K |
| Meeder Advisory Services, Inc. | 0.04% | Add +3.9% | 3,115 | $544K |
| Cannon Financial Strategists, Inc. | 0.10% | Reduce -0.5% | 3,099 | $541K |
| Towercrest Capital Management | 0.09% | Reduce -1.0% | 3,093 | $540K |
| Benchmark Financial Wealth Advisors, LLC | 0.20% | Reduce -15.7% | 3,086 | $538K |
| Fifth Third Wealth Advisors LLC | 0.04% | Add +76.5% | 3,051 | $532K |
| Quadrant Private Wealth Management, LLC | 0.12% | No change | 3,035 | $529K |
| Elevated Capital Advisors, LLC | 0.15% | Reduce -2.0% | 3,027 | $528K |
| Foundations Investment Advisors, LLC | 0.01% | Reduce -8.1% | 3,026 | $528K |
| Skyline Advisors, Inc. | 0.23% | Add +0.4% | 3,025 | $528K |
| Modern Wealth Management, LLC | 0.04% | New | 3,016 | $526K |
| Buckhead Capital Management LLC | 0.18% | No change | 3,000 | $523K |
| Wedmont Private Capital | 0.03% | Add +40.6% | 2,927 | $523K |
| Exencial Wealth Advisors, LLC | 0.02% | Add +2.9% | 2,997 | $523K |
| Confluence Investment Management LLC | 0.01% | New | 2,994 | $522K |
| Farmers Trust Co. | 0.11% | No change | 2,970 | $518K |
| Oxler Private Wealth LLC | 0.19% | Add +0.3% | 2,969 | $518K |
| Schnieders Capital Management LLC | 0.11% | No change | 2,968 | $518K |
| Citizens & Northern Corp. | 0.16% | No change | 2,967 | $518K |
| AAF Wealth Management, LLC | 0.27% | Add +6.1% | 2,959 | $516K |
| Institute for Wealth Management, LLC. | 0.07% | Add +23.5% | 2,947 | $514K |
| Money Concepts Capital Corp. | 0.04% | Reduce -1.8% | 2,935 | $512K |
| Cordgrass Capital Advisors, LLC | 0.16% | No change | 2,931 | $511K |
| PrairieView Partners, LLC | 0.06% | No change | 2,925 | $510K |
| Edgemoor Investment Advisors, Inc. | 0.05% | No change | 2,906 | $507K |
| Berkeley Capital Partners, LLC | 0.15% | Reduce -0.5% | 2,888 | $504K |
| Manhattan West Asset Management, LLC | 0.14% | Reduce -52.7% | 2,870 | $501K |
| Lakeridge Wealth Management LLC | 0.30% | Add +140.7% | 2,862 | $499K |
| Dechtman Wealth Management, LLC | 0.11% | Reduce -0.8% | 2,862 | $499K |
| Cibc World Market Inc. | 0.00% | Add +57.8% | 2,848 | $497K |
| Cary Street Partners Asset Management LLC | 0.07% | Add +18.9% | 2,848 | $497K |
| Cascade Financial Partners, LLC | 0.07% | No change | 2,848 | $497K |
| Sovereign Financial Group, Inc. | 0.12% | Reduce -2.2% | 2,845 | $496K |
| Signature Estate & Investment Advisors LLC | 0.01% | New | 2,842 | $496K |
| WealthPLAN Partners, LLC | 0.05% | No change | 2,842 | $496K |
| Eight 31 Financial, LLC | 0.38% | Reduce -3.7% | 2,840 | $495K |
| Centerpoint Advisors, LLC | 0.18% | New | 2,831 | $494K |
| Spotlight Asset Group, Inc. | 0.34% | No change | 2,831 | $494K |
| Moss Adams Wealth Advisors LLC | 0.07% | No change | 2,819 | $492K |
| Plancorp, LLC | 0.02% | No change | 2,818 | $492K |
| St Germain D J Co. Inc. | 0.02% | Reduce -7.5% | 2,802 | $489K |
| Householder Group Estate & Retirement Specialist, LLC | 0.14% | Reduce -12.5% | 2,790 | $486K |
| Talisman Wealth Advisors LLC | 0.56% | Reduce -2.4% | 2,779 | $485K |
| Fernwood Investment Management, LLC | 0.15% | No change | 2,773 | $484K |
| Meridian Wealth Advisors, LLC | 0.09% | Add +31.1% | 2,772 | $484K |
| AlphaCentric Advisors LLC | 0.35% | Reduce -68.2% | 2,762 | $482K |
| Mount Lucas Management LP | 0.17% | Reduce -68.2% | 2,762 | $482K |
| Insigneo Advisory Services, LLC | 0.05% | Reduce -13.3% | 2,764 | $481K |
| Mirador Capital Partners LP | 0.09% | Add +0.4% | 2,730 | $476K |
| VestGen Investment Management | 0.14% | New | 2,729 | $476K |
| Aire Advisors, LLC | 0.11% | Add +0.5% | 2,705 | $472K |
| AdvisorNet Financial, Inc | 0.04% | Add +32.1% | 2,688 | $469K |
| Gratus Capital, LLC | 0.02% | No change | 2,683 | $468K |
| Campion Asset Management | 0.37% | Reduce -1.9% | 2,671 | $466K |
| Caldwell Trust Co | 0.05% | No change | 2,670 | $466K |
| Everpar Advisors LLC | 0.23% | Reduce -15.4% | 2,662 | $464K |
| Essex Bank | 0.13% | Reduce -16.8% | 2,661 | $464K |
| Cypress Capital, LLC | 0.13% | Add +5.4% | 2,655 | $463K |
| Principal Securities, Inc. | 0.01% | Add +4.7% | 2,652 | $463K |
| Forte Capital LLC | 0.06% | Reduce -15.3% | 2,642 | $461K |
| Trust Point Inc. | 0.04% | Reduce -0.8% | 2,637 | $460K |
| Tritonpoint Wealth, LLC | 0.04% | Reduce -0.8% | 2,632 | $459K |
| Truepoint, Inc. | 0.01% | No change | 2,626 | $458K |
| Townsend Asset Management Corp. /NC/ | 0.18% | Add +0.2% | 2,623 | $458K |
| Chicago Wealth Management, Inc. | 0.26% | No change | 2,621 | $457K |
| SC&H Financial Advisors, Inc. | 0.11% | Add +0.2% | 2,612 | $456K |
| Oliver Luxxe Assets LLC | 0.10% | Reduce -6.5% | 2,612 | $456K |
| JSF Financial, LLC | 0.14% | Reduce -7.6% | 2,604 | $454K |
| Sand Hill Global Advisors, LLC | 0.02% | Reduce -4.2% | 2,592 | $452K |
| Bremer Bank National Association | 0.09% | No change | 2,576 | $449K |
| RKL Wealth Management LLC | 0.04% | Add +15.6% | 2,528 | $441K |
| Farmers & Merchants Trust Co of Chambersburg PA | 0.18% | New | 2,514 | $439K |
| LM Advisors LLC | 0.09% | No change | 2,515 | $439K |
| Insight Advisors, LLC/ PA | 0.08% | Reduce -1.2% | 2,515 | $439K |
| Biltmore Family Office, LLC | 0.08% | Add +593.9% | 2,512 | $438K |
| FARMERS & MERCHANTS TRUST Co OF LONG BEACH | 0.11% | No change | 2,500 | $436K |
| WealthBridge Capital Management, LLC | 0.14% | Add +0.0% | 2,497 | $436K |
| Spinnaker Trust | 0.03% | No change | 2,494 | $435K |
| Crestwood Advisors Group, LLC | 0.01% | Reduce -8.0% | 2,490 | $434K |
| Galvin, Gaustad & Stein, LLC | 0.04% | Reduce -2.2% | 2,474 | $432K |
| YHB Investment Advisors, Inc. | 0.04% | No change | 2,471 | $431K |
| Deroy & Devereaux Private Investment Counsel Inc. | 0.03% | Reduce -2.6% | 2,460 | $429K |
| Brown, Lisle/Cummings, Inc. | 0.14% | Reduce -1.0% | 2,452 | $428K |
| Red Door Wealth Management, LLC | 0.07% | No change | 2,430 | $424K |
| Parsons Capital Management Inc. | 0.03% | No change | 2,428 | $424K |
| McNamara Financial Services, Inc. | 0.09% | No change | 2,424 | $423K |
| Orgel Wealth Management, LLC | 0.01% | No change | 2,420 | $422K |
| Gallacher Capital Management LLC | 0.22% | Add +7.4% | 2,413 | $421K |
| LRI Investments, LLC | 0.05% | No change | 2,405 | $420K |
| Arden Trust Co | 0.06% | Reduce -2.6% | 2,402 | $419K |
| KCM Investment Advisors LLC | 0.02% | Add +83.0% | 2,396 | $418K |
| FineMark National Bank & Trust | 0.02% | Add +17.9% | 2,395 | $418K |
| Heartwood Wealth Advisors LLC | 0.05% | No change | 2,388 | $417K |
| DRW Securities, LLC | 0.03% | New | 2,378 | $415K |
| Coho Partners, Ltd. | 0.01% | New | 2,372 | $414K |
| Sachem Hill LLC | 0.09% | Add +12.1% | 2,363 | $412K |
| Pettyjohn, Wood & White, Inc. | 0.08% | No change | 2,360 | $412K |
| Old Mission Investment Co LLC | 0.13% | No change | 2,356 | $411K |
| Alliance Wealth Management Group | 0.12% | No change | 2,353 | $411K |
| First Citizens Asset Management, Inc. | 0.15% | Reduce -0.3% | 2,348 | $410K |
| Vise Technologies, Inc. | 0.07% | Add +14.9% | 2,342 | $409K |
| Riverpoint Wealth Management Holdings, LLC | 0.11% | No change | 2,340 | $408K |
| Alpha Cubed Investments, LLC | 0.02% | Reduce -13.6% | 2,334 | $407K |
| Salem Investment Counselors Inc. | 0.01% | No change | 2,334 | $407K |
| Tortoise Investment Management, LLC | 0.05% | No change | 2,333 | $407K |
| Fusion Capital, LLC | 0.19% | Reduce -5.8% | 2,327 | $406K |
| Atlas Capital Advisors Inc. | 0.05% | Add +126.8% | 2,325 | $406K |
| HT Partners LLC | 0.14% | No change | 2,322 | $405K |
| BKM Wealth Management, LLC | 0.19% | Add +20.1% | 2,317 | $404K |
| Robinson Smith Wealth Advisors LLC | 0.35% | No change | 2,309 | $403K |
| Burton Enright Welch | 0.09% | No change | 2,306 | $402K |
| Heritage Financial Services, LLC | 0.06% | Reduce -6.8% | 2,306 | $402K |
| Sage Mountain Advisors LLC | 0.04% | No change | 2,303 | $402K |
| Soltis Investment Advisors LLC | 0.04% | Reduce -0.4% | 2,297 | $401K |
| McCarthy & Cox | 0.15% | Add +0.1% | 2,283 | $398K |
| Jentner Corp | 0.13% | Reduce -0.1% | 2,281 | $398K |
| Petredis Investment Advisors LLC | 0.04% | No change | 2,268 | $396K |
| Strategic Financial Partners, Ltd. | 0.22% | Reduce -32.9% | 2,264 | $395K |
| Montis Financial, LLC | 0.18% | No change | 2,262 | $395K |
| Mgo One Seven LLC | 0.02% | Reduce -51.0% | 2,257 | $394K |
| Curran Financial Partners, LLC | 0.13% | Reduce -1.1% | 2,252 | $393K |
| Members Trust Co | 0.01% | Reduce -3.9% | 2,231 | $389K |
| Elk River Wealth Management LLC | 0.08% | Reduce -3.0% | 2,230 | $389K |
| Moors & Cabot, Inc. | 0.02% | Add +31.4% | 2,223 | $388K |
| Hollencrest Capital Management | 0.02% | No change | 2,221 | $387K |
| American National Bank & Trust | 0.05% | No change | 2,215 | $386K |
| Ignite Planners, LLC | 0.09% | New | 2,222 | $386K |
| Keebeck Wealth Management | 0.06% | No change | 2,213 | $386K |
| Clarity Financial LLC | 0.06% | No change | 2,209 | $385K |
| Klingman & Associates, LLC | 0.03% | No change | 2,208 | $385K |
| GW&K Investment Management, LLC | 0.00% | Add +0.1% | 2,203 | $384K |
| Quantum Private Wealth, LLC | 0.14% | New | 2,194 | $383K |
| DiNuzzo Private Wealth, Inc. | 0.05% | No change | 2,194 | $383K |
| Lodestar Private Asset Management LLC | 0.05% | New | 2,192 | $382K |
| Global Trust Asset Management, LLC | 0.15% | Reduce -0.2% | 2,191 | $382K |
| Carnegie Investment Counsel | 0.01% | Reduce -88.8% | 2,189 | $382K |
| Marino, Stram & Associates LLC | 0.09% | Add +0.1% | 2,183 | $381K |
| Pasadena Private Wealth, LLC | 0.09% | No change | 2,177 | $380K |
| Trust Co. of Vermont | 0.02% | Reduce -0.2% | 2,172 | $379K |
| Bartlett & Co. Wealth Management LLC | 0.01% | No change | 2,165 | $378K |
| Power Wealth Management LLC | 0.18% | Reduce -30.6% | 2,161 | $377K |
| Coastwise Capital Group, LLC | 0.36% | Add +0.1% | 2,151 | $375K |
| Gibson Capital, LLC | 0.08% | No change | 2,146 | $374K |
| Merriman Wealth Management, LLC | 0.02% | Add +32.5% | 2,134 | $372K |
| Capital Analysts, LLC | 0.02% | Add +40.6% | 2,130 | $372K |
| Weatherly Asset Management L. P. | 0.03% | No change | 2,128 | $371K |
| Private Wealth Strategies, L.L.C. | 0.07% | Add +0.2% | 2,124 | $371K |
| CreativeOne Wealth, LLC | 0.02% | Reduce -79.1% | 2,119 | $370K |
| Rice Partnership, LLC | 0.08% | Add +19.7% | 2,120 | $370K |
| PGIM Custom Harvest LLC | 0.01% | Add +5.2% | 2,117 | $369K |
| Philip James Wealth Mangement, LLC | 0.25% | Add +0.4% | 2,114 | $369K |
| Bison Wealth, LLC | 0.06% | No change | 2,055 | $368K |
| Oder Investment Management, LLC | 0.33% | No change | 2,108 | $368K |
| Hazlett, Burt & Watson, Inc. | 0.19% | Reduce -3.1% | 2,093 | $367K |
| Willner & Heller, LLC | 0.35% | Add +0.4% | 2,098 | $366K |
| DGS Capital Management, LLC | 0.10% | Add +13.3% | 2,092 | $365K |
| First Nebraska Trust Co | 0.04% | No change | 2,077 | $362K |
| Transcend Capital Advisors, LLC | 0.03% | Reduce -2.9% | 2,068 | $361K |
| Advisor OS, LLC | 0.04% | Add +4.4% | 2,061 | $360K |
| Rockwood Wealth Management, LLC | 0.04% | No change | 2,060 | $359K |
| LJI Wealth Management, LLC | 0.08% | No change | 2,060 | $359K |
| Root Financial Partners, LLC | 0.08% | Add +10.7% | 2,058 | $359K |
| Austin Asset Management Co Inc | 0.08% | No change | 2,056 | $359K |
| Triangle Securities Wealth Management | 0.10% | Add +1.2% | 2,053 | $358K |
| Zhang Financial LLC | 0.03% | Reduce -4.0% | 2,053 | $358K |
| Jaffetilchin Investment Partners, LLC | 0.03% | Add +2.8% | 2,051 | $358K |
| Belpointe Asset Management LLC | 0.02% | Reduce -22.1% | 2,048 | $357K |
| MSH Capital Advisors LLC | 0.12% | Add +0.4% | 2,048 | $357K |
| Greenspring Advisors, LLC | 0.09% | No change | 2,040 | $356K |
| Good Life Advisors, LLC | 0.03% | Add +2.2% | 2,016 | $352K |
| MCF Advisors LLC | 0.03% | No change | 2,015 | $352K |
| Cobblestone Capital Advisors LLC | 0.02% | Reduce -24.6% | 2,011 | $351K |
| Sharp Wealth Advisory, LLC | 0.30% | No change | 2,008 | $350K |
| Canal Capital Management, LLC | 0.06% | Add +0.4% | 2,008 | $350K |
| Matisse Capital | 0.17% | Add +0.1% | 2,004 | $350K |
| Glen Eagle Advisors, LLC | 0.06% | Reduce -7.7% | 2,003 | $349K |
| Abner Herrman & Brock LLC | 0.04% | No change | 2,000 | $349K |
| Watchman Group, Inc. | 0.11% | Reduce -9.8% | 1,988 | $347K |
| Highline Wealth Partners LLC | 0.13% | Add +0.3% | 1,980 | $345K |
| Wells Trecaso Financial Group, LLC | 0.12% | No change | 1,971 | $344K |
| Berkeley, Inc | 0.21% | Reduce -23.1% | 1,971 | $344K |
| Gray Private Wealth, LLC | 0.22% | No change | 1,970 | $344K |
| Park Edge Advisors, LLC | 0.10% | Reduce -38.7% | 1,969 | $344K |
| Hamilton Point Investment Advisors, LLC | 0.07% | No change | 1,965 | $343K |
| PBMares Wealth Management LLC | 0.08% | No change | 1,963 | $342K |
| Nicholas Hoffman & Company, LLC. | 0.02% | Reduce -4.8% | 1,953 | $341K |
| Cornerstone Wealth Group, LLC | 0.03% | Add +0.3% | 1,941 | $339K |
| Rockland Trust Co. | 0.02% | No change | 1,940 | $338K |
| Jackson, Grant Investment Advisers, Inc. | 0.14% | Add +0.1% | 1,939 | $338K |
| Wealthspire Retirement, LLC | 0.03% | No change | 1,939 | $338K |
| Inspirion Wealth Advisors, LLC | 0.05% | No change | 1,936 | $338K |
| Armstrong Advisory Group, Inc. | 0.03% | Reduce -7.7% | 1,929 | $337K |
| Forum Private Client Group LLC | 0.16% | Reduce -2.6% | 1,927 | $336K |
| Morgan Dempsey Capital Management LLC | 0.11% | Add +180.2% | 1,925 | $336K |
| Addison Capital Co | 0.15% | Add +6.1% | 1,923 | $336K |
| Safeguard Financial, LLC | 0.09% | Reduce -3.0% | 1,922 | $335K |
| McDonald Partners LLC | 0.09% | Reduce -0.6% | 1,915 | $334K |
| Arbor Wealth Advisors LLC | 0.33% | No change | 1,910 | $333K |
| Cozad Asset Management Inc. | 0.03% | No change | 1,910 | $333K |
| Beacon Capital Management, LLC | 0.06% | Add +15.7% | 1,903 | $332K |
| Integris Wealth Management, LLC | 0.10% | No change | 1,900 | $331K |
| Journey Advisory Group, LLC | 0.04% | Reduce -3.1% | 1,896 | $331K |
| Poehling Capital Management, INC. | 0.09% | No change | 1,889 | $330K |
| Pinnacle Bancorp, Inc. | 0.10% | No change | 1,888 | $329K |
| Planning Capital Management Corp | 0.23% | Reduce -0.1% | 1,878 | $328K |
| Stephenson & Company, Inc. | 0.24% | Reduce -10.8% | 1,876 | $327K |
| WASHINGTON TRUST Co | 0.01% | No change | 1,872 | $327K |
| ShoreHaven Wealth Partners, LLC | 0.17% | Add +0.1% | 1,872 | $327K |
| Pittenger & Anderson Inc. | 0.01% | Reduce -17.6% | 1,870 | $326K |
| Ironwood Investment Management LLC | 0.17% | No change | 1,867 | $326K |
| IFG Advisors, LLC | 0.08% | Reduce -2.6% | 1,861 | $325K |
| Kowal Investment Group, LLC | 0.06% | Add +0.3% | 1,856 | $324K |
| MBL Wealth, LLC | 0.04% | No change | 1,844 | $322K |
| PACK Private Wealth, LLC | 0.20% | No change | 1,842 | $321K |
| Ritter Daniher Financial Advisory LLC / DE | 0.10% | No change | 1,842 | $321K |
| Noesis Capital Mangement Corp. | 0.07% | Reduce -1.4% | 1,842 | $321K |
| Farmers National Bank | 0.10% | Reduce -11.9% | 1,833 | $320K |
| Operose Advisors LLC | 0.11% | Reduce -33.3% | 1,829 | $319K |
| Stone Summit Wealth LLC | 0.11% | No change | 1,827 | $319K |
| LaFleur & Godfrey LLC | 0.05% | Reduce -1.4% | 1,817 | $317K |
| Liberty Wealth Management LLC | 0.06% | Add +2171.3% | 34,773 | $316K |
| Abich Financial Wealth Management LLC | 0.21% | Reduce -58.5% | 1,802 | $314K |
| Blue Bell Private Wealth Management, LLC | 0.06% | No change | 1,792 | $313K |
| Columbia Bank | 0.12% | Add +3.8% | 1,792 | $313K |
| Tanager Wealth Management LLP | 0.05% | No change | 1,791 | $312K |
| Wealth Management Partners, LLC | 0.15% | No change | 1,788 | $312K |
| First Commonwealth Financial Corp | 0.08% | Add +1.6% | 1,787 | $312K |
| USAdvisors Wealth Management, LLC | 0.11% | Reduce -18.5% | 1,788 | $311K |
| Concourse Financial Group Securities, Inc. | 0.02% | Add +0.1% | 1,781 | $311K |
| Obsidian Cio, LLC | 0.07% | No change | 1,770 | $309K |
| Davis R M Inc. | 0.01% | Reduce -2.8% | 1,766 | $308K |
| Madison Wealth Partners, Inc | 0.11% | No change | 1,762 | $307K |
| Altus Wealth Management, LLC | 0.15% | No change | 1,761 | $307K |
| James J. Burns & Company, LLC | 0.06% | New | 1,748 | $305K |
| Allen Mooney & Barnes Investment Advisors LLC | 0.05% | No change | 1,748 | $305K |
| Fairway Wealth LLC | 0.18% | No change | 1,745 | $304K |
| Acima Private Wealth, LLC | 0.11% | Reduce -35.9% | 1,743 | $304K |
| Wealth Architects, LLC | 0.04% | No change | 1,740 | $304K |
| Frank, Rimerman Advisors LLC | 0.02% | No change | 1,728 | $301K |
| McIlrath & Eck, LLC | 0.04% | Add +5.8% | 1,726 | $301K |
| FCG Investment Co | 0.23% | No change | 1,725 | $301K |
| Performance Wealth Partners, LLC | 0.01% | Reduce -14.8% | 1,725 | $301K |
| Total Wealth Planning, LLC | 0.05% | No change | 1,635 | $298K |
| Rathbones Group PLC | 0.00% | Add +5.9% | 1,705 | $297K |
| CWS Financial Advisors, LLC | 0.12% | Add +0.3% | 1,695 | $296K |
| Spirepoint Private Client, LLC | 0.04% | No change | 1,695 | $296K |
| Phoenix Wealth Advisors | 0.15% | Reduce -12.0% | 1,690 | $295K |
| NWF Advisory Services Inc. | 0.05% | No change | 1,690 | $295K |
| BCGM Wealth Management, LLC | 0.10% | Add +0.1% | 1,686 | $294K |
| JNBA Financial Advisors | 0.03% | No change | 1,681 | $293K |
| Sunbelt Securities, Inc. | 0.03% | Add +8.1% | 1,680 | $293K |
| First PREMIER Bank | 0.08% | No change | 1,680 | $293K |
| Ameritas Investment Partners, Inc. | 0.01% | Add +21.1% | 1,661 | $290K |
| Aspire Private Capital, LLC | 0.07% | No change | 1,660 | $290K |
| Emergent Wealth Advisors, LLC | 0.23% | Add +0.4% | 1,657 | $289K |
| Ewa, LLC | 0.12% | Add +0.4% | 1,602 | $289K |
| Doliver Advisors, LP | 0.08% | No change | 1,650 | $288K |
| S.E.E.D. Planning Group LLC | 0.10% | No change | 1,649 | $288K |
| Elm Partners Management LLC | 0.02% | Reduce -3.3% | 1,625 | $284K |
| Mechanics Bank Trust Department | 0.04% | Reduce -3.6% | 1,625 | $284K |
| Principle Wealth Partners LLC | 0.02% | No change | 1,620 | $283K |
| Sabal Trust CO | 0.02% | No change | 1,614 | $282K |
| Strategic Family Wealth Counselors, L.L.C. | 0.11% | Add +6.0% | 1,612 | $281K |
| Scientech Research LLC | 0.06% | New | 1,609 | $281K |
| Echo Wealth Management, LLC | 0.21% | Reduce -0.7% | 1,608 | $281K |
| Matrix Private Capital Group LLC | 0.18% | Add +21.5% | 1,597 | $279K |
| GC Wealth Management RIA, LLC | 0.05% | Reduce -1.0% | 1,590 | $277K |
| Baker Ellis Asset Management LLC | 0.04% | Add +6.7% | 1,587 | $277K |
| GeoWealth Management, LLC | 0.01% | New | 1,586 | $277K |
| Beaird Harris Wealth Management, LLC | 0.03% | Add +3.9% | 1,584 | $276K |
| Trust Co | 0.04% | Reduce -1.8% | 1,582 | $276K |
| Fort Washington Investment Advisors Inc. | 0.00% | No change | 1,581 | $276K |
| Benjamin F. Edwards & Company, Inc. | 0.00% | No change | 1,577 | $275K |
| Rainey & Randall Wealth Advisors Inc. | 0.06% | Add +0.1% | 1,575 | $275K |
| Stockman Wealth Management, Inc. | 0.05% | No change | 1,575 | $275K |
| MorganRosel Wealth Management, LLC | 0.10% | Add +12.7% | 1,575 | $275K |
| Sicart Associates LLC | 0.11% | No change | 1,574 | $275K |
| Jamison Private Wealth Management, Inc. | 0.05% | No change | 1,573 | $274K |
| Grandfield & Dodd, LLC | 0.02% | No change | 1,557 | $272K |
| One Day In July LLC | 0.03% | No change | 1,554 | $271K |
| Wolverine Trading, LLC | 0.00% | Reduce -61.7% | 1,553 | $271K |
| PDS Planning, Inc | 0.03% | Reduce -0.3% | 1,545 | $270K |
| GM Advisory Group, LLC | 0.02% | Add +0.3% | 1,543 | $269K |
| King Wealth Management Group | 0.04% | No change | 1,543 | $269K |
| M&R Capital Management Inc. | 0.06% | Reduce -3.9% | 1,534 | $268K |
| Inscription Capital, LLC | 0.04% | Add +0.5% | 1,519 | $265K |
| Transform Wealth, LLC | 0.02% | No change | 1,515 | $264K |
| Oak Family Advisors, LLC | 0.10% | No change | 1,511 | $264K |
| Private Wealth Partners, LLC | 0.02% | No change | 1,509 | $263K |
| Smith Salley Wealth Management | 0.02% | Reduce -0.4% | 1,505 | $263K |
| Legacy Wealth Management, LLC | 0.02% | No change | 1,504 | $262K |
| Bright Futures Wealth Management, LLC. | 0.14% | No change | 1,469 | $262K |
| Formidable Asset Management, LLC | 0.04% | Add +22.4% | 1,499 | $262K |
| Alliance Wealth Advisors, LLC | 0.16% | No change | 1,495 | $261K |
| O'Dell Group, LLC | 0.06% | No change | 1,455 | $261K |
| Ledyard National Bank | 0.03% | Reduce -45.9% | 1,492 | $260K |
| Donaldson Capital Management, LLC | 0.01% | New | 1,487 | $259K |
| Franklin, Parlapiano, Turner & Welch, LLC | 0.07% | No change | 1,485 | $259K |
| FinTrust Capital Advisors, LLC | 0.05% | Reduce -0.3% | 1,485 | $259K |
| Ridgecrest Wealth Partners, LLC | 0.16% | No change | 1,480 | $258K |
| Point Windward Advisors Inc. | 0.11% | No change | 1,474 | $257K |
| BIP Wealth, LLC | 0.02% | Reduce -17.3% | 1,454 | $254K |
| Platform Technology Partners | 0.09% | — | 1,454 | $254K |
| Bell Bank | 0.02% | No change | 1,451 | $253K |
| Bank of Hawaii | 0.01% | No change | 1,447 | $252K |
| Cornerstone Management, Inc. | 0.06% | No change | 1,446 | $252K |
| Gordian Advisors LLC | 0.24% | No change | 1,446 | $252K |
| Pacifica Partners Inc. | 0.11% | No change | 1,435 | $250K |
| Greenhouse Wealth Management, LLC | 0.18% | Reduce -2.5% | 1,430 | $250K |
| Northstar Asset Management Inc. | 0.06% | No change | 1,426 | $249K |
| Sollinda Capital Management LLC | 0.08% | No change | 1,423 | $248K |
| Keb Asset Management, LLC | 0.08% | No change | 1,420 | $248K |
| Roberts Glore & Co. Inc. | 0.07% | No change | 1,417 | $247K |
| EnRich Financial Partners LLC | 0.09% | Add +1855.6% | 1,408 | $246K |
| Fiera Capital Corp | 0.00% | Reduce -0.5% | 1,407 | $245K |
| Rothschild Wealth LLC | 0.08% | No change | 1,403 | $245K |
| Tocqueville Asset Management L.P. | 0.00% | No change | 1,400 | $244K |
| FFT Wealth Management LLC | 0.02% | No change | 1,398 | $244K |
| Activest Wealth Management | 0.08% | Add +268.3% | 1,396 | $244K |
| 9258 Wealth Management, LLC | 0.04% | No change | 1,387 | $242K |
| World Equity Group, Inc. | 0.07% | Add +6.7% | 1,385 | $242K |
| Heck Capital Advisors, LLC | 0.03% | Reduce -6.6% | 1,379 | $241K |
| Russell Investments Group, Ltd. | 0.00% | Add +362.4% | 1,378 | $240K |
| Trek Financial, LLC | 0.02% | Reduce -6.3% | 1,377 | $240K |
| NBT Bank, N.A. | 0.02% | No change | 1,375 | $240K |
| SteelPeak Wealth, LLC | 0.01% | Reduce -11.9% | 1,373 | $240K |
| Horst & Graben Wealth Management LLC | 0.05% | Reduce -0.1% | 1,372 | $239K |
| Independent Advisor Alliance | 0.01% | No change | 1,366 | $238K |
| Koshinski Asset Management, Inc. | 0.02% | Reduce -29.2% | 1,367 | $238K |
| Balentine LLC | 0.01% | No change | 1,363 | $238K |
| Robinswood Financial LLC | 0.10% | Add +38.1% | 1,362 | $238K |
| 180 Wealth Advisors, LLC | 0.04% | Reduce -1.0% | 1,335 | $237K |
| Northwest Quadrant Wealth Management, LLC | 0.06% | Add +0.4% | 1,357 | $237K |
| SageView Advisory Group, LLC | 0.01% | Reduce -96.2% | 1,354 | $236K |
| Patten & Patten Inc. | 0.02% | Add +0.1% | 1,343 | $234K |
| Abbrea Capital, LLC | 0.03% | Reduce -0.1% | 1,343 | $234K |
| Laird Norton Wetherby Wealth Management, LLC | 0.01% | No change | 1,340 | $234K |
| WealthTrust Axiom LLC | 0.08% | No change | 1,333 | $233K |
| Harmony Asset Management LLC | 0.10% | No change | 1,332 | $232K |
| Monument Capital Management | 0.07% | No change | 1,331 | $232K |
| HM Payson & Co. | 0.00% | No change | 1,329 | $232K |
| Motco | 0.01% | No change | 1,328 | $232K |
| Diversify Advisory Services, LLC | 0.01% | Add +12.9% | 1,330 | $231K |
| Pin Oak Investment Advisors Inc. | 0.22% | No change | 1,324 | $231K |
| Harvest Fund Management Co., Ltd | 0.02% | No change | 1,318 | $230K |
| Lakeshore Financial Planning, Inc. | 0.11% | No change | 1,318 | $230K |
| Lokken Investment Group LLC | 0.11% | No change | 1,314 | $229K |
| Daymark Wealth Partners, LLC | 0.01% | New | 1,311 | $229K |
| Red Lighthouse Investment Management, LLC | 0.10% | Reduce -85.9% | 1,308 | $228K |
| Grey Ledge Advisors, LLC | 0.06% | Add +8.5% | 1,298 | $226K |
| Gerber Kawasaki Wealth & Investment Management | 0.01% | Add +124.0% | 1,295 | $226K |
| Fulton Breakefield Broenniman LLC | 0.02% | Add +1.2% | 1,292 | $225K |
| Elevation Point Wealth Partners, LLC | 0.02% | No change | 1,288 | $225K |
| Howard Wealth Management, LLC | 0.18% | Add +0.1% | 1,286 | $224K |
| S.A. Mason LLC | 0.13% | No change | 1,277 | $223K |
| RMR Capital Management, LLC | 0.20% | Reduce -16.7% | 1,273 | $222K |
| Greatmark Investment Partners, Inc. | 0.03% | No change | 1,270 | $222K |
| TrinityPoint Wealth, LLC | 0.03% | Add +0.1% | 1,269 | $221K |
| Old Port Advisors | 0.07% | No change | 1,266 | $221K |
| Hourglass Capital, LLC | 0.07% | Reduce -18.9% | 1,265 | $221K |
| LPF Advisors LLC | 0.20% | No change | 1,263 | $220K |
| Braun Stacey Associates Inc. | 0.01% | Reduce -10.0% | 1,263 | $220K |
| Orion Capital Management LLC | 0.12% | No change | 1,258 | $219K |
| Stevens Capital Partners | 0.11% | Reduce -3.1% | 1,255 | $219K |
| Addison Advisors LLC | 0.07% | No change | 1,250 | $218K |
| Steele Capital Management, Inc. | 0.01% | No change | 1,247 | $218K |
| NovaPoint Capital, LLC | 0.07% | No change | 1,236 | $216K |
| Atwood & Palmer Inc. | 0.02% | No change | 1,234 | $215K |
| Christensen, King & Associates Investment Services, Inc. | 0.11% | Reduce -18.6% | 1,232 | $215K |
| FSM Wealth Advisors, LLC | 0.07% | Add +0.1% | 1,230 | $215K |
| REDW Wealth LLC | 0.06% | Add +0.1% | 1,225 | $214K |
| Barnes Pettey Financial Advisors, LLC | 0.18% | No change | 1,223 | $213K |
| Sharper & Granite LLC | 0.10% | No change | 1,219 | $213K |
| Werba Rubin Papier Wealth Management | 0.06% | New | 1,218 | $213K |
| Community Financial Services Group, LLC | 0.05% | Reduce -2.0% | 1,214 | $212K |
| Beacon Bank & Trust | 0.05% | Reduce -23.5% | 1,213 | $212K |
| Gradient Investments LLC | 0.00% | Add +48.3% | 1,207 | $211K |
| FourThought Financial Partners, LLC | 0.03% | Reduce -44.1% | 1,205 | $210K |
| Commons Capital, LLC | 0.25% | Add +0.1% | 1,203 | $210K |
| MTM Investment Management, LLC | 0.09% | No change | 1,201 | $210K |
| Missouri Trust & Investment Co | 0.08% | No change | 1,200 | $209K |
| LongView Wealth Management | 0.08% | Reduce -1.3% | 1,200 | $209K |
| Northwest Wealth Management, LLC | 0.05% | Reduce -1.6% | 1,200 | $209K |
| Selective Wealth Management, Inc. | 0.09% | No change | 1,200 | $209K |
| Roundview Capital LLC | 0.02% | No change | 1,196 | $209K |
| Alpha Financial Partners LLC | 0.18% | New | 1,193 | $208K |
| WBH Advisory Inc. | 0.02% | Reduce -0.1% | 1,182 | $206K |
| Stonehearth Capital Management, LLC | 0.09% | No change | 1,179 | $206K |
| Patriot Investment Management Group, Inc. | 0.02% | No change | 1,173 | $205K |
| Brookmont Capital Management | 0.11% | No change | 1,171 | $204K |
| Founders Financial Securities LLC | 0.02% | New | 1,170 | $204K |
| Commonwealth Retirement Investments LLC | 0.09% | No change | 1,166 | $203K |
| Savvy Advisors, Inc. | 0.07% | New | 1,165 | $203K |
| Enterprise Bank & Trust Co | 0.07% | No change | 1,164 | $203K |
| Rappaport Reiches Capital Management, LLC | 0.06% | Reduce -4.7% | 1,163 | $203K |
| Signature Wealth Management Partners, LLC | 0.15% | New | 1,162 | $203K |
| High Net Worth Advisory Group LLC | 0.06% | No change | 1,159 | $202K |
| V2 Financial group LLC | 0.13% | New | 1,100 | $200K |
| Nvwm, LLC | 0.05% | Reduce -3.7% | 1,100 | $192K |
| Schroder Investment Management Group | 0.00% | No change | 1,100 | $192K |
| Tyler-Stone Wealth Management | 0.08% | No change | 1,065 | $186K |
| Luken Investment Analytics, LLC | 0.09% | No change | 1,047 | $183K |
| City State Bank | 0.07% | No change | 1,018 | $178K |
| Voisard Asset Management Group, Inc. | 0.09% | Add +1.3% | 998 | $174K |
| Beach Investment Counsel Inc. | 0.02% | New | 1,000 | $174K |
| Founders Capital Management | 0.11% | No change | 984 | $172K |
| TFC Financial Management, Inc. | 0.03% | No change | 983 | $172K |
| West Branch Capital LLC | 0.06% | No change | 956 | $167K |
| Sugarloaf Wealth Management, LLC | 0.03% | No change | 952 | $166K |
| Investors Research Corp | 0.04% | No change | 931 | $162K |
| Bear Mountain Capital, Inc. | 0.06% | No change | 883 | $158K |
| DB Fitzpatrick & Co, Inc | 0.14% | Reduce -55.1% | 896 | $156K |
| Moisand Fitzgerald Tamayo, LLC | 0.02% | No change | 880 | $154K |
| WealthCollab, LLC | 0.11% | No change | 863 | $151K |
| Creative Financial Designs Inc. | 0.01% | Reduce -8.1% | 855 | $149K |
| Pacific Capital Wealth Advisors, Inc. | 0.03% | Add +12.7% | 852 | $149K |
| Crewe Advisors LLC | 0.02% | Reduce -14.3% | 851 | $148K |
| Avondale Wealth Management | 0.10% | Reduce -43.0% | 828 | $144K |
| ORG Partners LLC | 0.02% | New | 818 | $142K |
| Blue Chip Partners, LLC | 0.01% | Add +0.3% | 791 | $138K |
| Register Financial Advisors LLC | 0.07% | Add +2.4% | 779 | $136K |
| Westside Investment Management, Inc. | 0.03% | Add +86.0% | 744 | $130K |
| First Personal Financial Services | 0.03% | No change | 742 | $129K |
| Providence Capital Advisors, LLC | 0.03% | Add +92.2% | 740 | $129K |
| Hills Bank & Trust Co | 0.01% | No change | 725 | $126K |
| Dunhill Financial, LLC | 0.08% | Add +0.3% | 700 | $122K |
| Element Wealth, LLC | 0.07% | No change | 688 | $120K |
| Edmond DE Rothschild Holding S.A. | 0.00% | No change | 674 | $118K |
| Vestor Capital, LLC | 0.01% | Add +0.1% | 666 | $116K |
| Centaurus Financial, Inc. | 0.01% | No change | 654 | $114K |
| GPS Wealth Strategies Group, LLC | 0.02% | Reduce -20.5% | 652 | $114K |
| Tidemark, LLC | 0.05% | No change | 640 | $112K |
| TCTC Holdings, LLC | 0.00% | No change | 636 | $111K |
| MilWealth Group LLC | 0.03% | No change | 618 | $108K |
| Union Savings Bank | 0.06% | No change | 610 | $106K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.03% | Reduce -12.3% | 598 | $104K |
| Realta Investment Advisors | 0.02% | Reduce -78.5% | 596 | $104K |
| Windsor Advisory Group, LLC | 0.20% | No change | 586 | $102K |
| Lynx Investment Advisory | 0.08% | — | 585 | $102K |
| SYM FINANCIAL Corp | 0.02% | New | 585 | $102K |
| First Pacific Financial | 0.03% | Add +0.3% | 575 | $100K |
| Caldwell Sutter Capital, Inc. | 0.05% | Reduce -10.9% | 574 | $100K |
| Pineridge Advisors LLC | 0.03% | No change | 568 | $99K |
| West Paces Advisors Inc. | 0.03% | No change | 568 | $99K |
| First Command Advisory Services, Inc. | 0.00% | Reduce -14.0% | 561 | $98K |
| Laurel Wealth Advisors LLC | 0.02% | No change | 551 | $96K |
| Wolff Wiese Magana LLC | 0.07% | No change | 540 | $94K |
| Baldwin Wealth Partners LLC | 0.01% | No change | 500 | $87K |
| Great Lakes Retirement, Inc. | 0.01% | New | 496 | $87K |
| Arcadia Investment Advisors LLC | 0.05% | No change | 483 | $84K |
| Salomon & Ludwin, LLC | 0.01% | No change | 459 | $80K |
| Cherry Tree Wealth Management, LLC | 0.02% | Reduce -5.2% | 457 | $80K |
| TD Capital Management LLC | 0.01% | No change | 454 | $79K |
| Mitchell Sinkler & Starr | 0.02% | New | 430 | $78K |
| Financial Gravity Asset Management, Inc. | 0.02% | Reduce -19.8% | 422 | $74K |
| IAG Wealth Partners, LLC | 0.01% | No change | 419 | $73K |
| Field & Main Bank | 0.03% | No change | 407 | $71K |
| Center for Financial Planning, Inc. | 0.01% | No change | 390 | $68K |
| Smithfield Trust Co | 0.00% | No change | 390 | $67K |
| IFS Advisors, LLC | 0.06% | No change | 383 | $67K |
| TruNorth Capital Management, LLC | 0.02% | Reduce -67.0% | 377 | $66K |
| Rosenberg Matthew Hamilton | 0.02% | Reduce -14.2% | 374 | $65K |
| SRH Advisors, LLC | 0.02% | No change | 370 | $65K |
| Prestige Wealth Management Group LLC | 0.01% | No change | 361 | $63K |
| Headlands Technologies LLC | 0.01% | New | 357 | $62K |
| West Financial Advisors, LLC | 0.01% | No change | 351 | $61K |
| Sittner & Nelson, LLC | 0.03% | No change | 346 | $60K |
| Smartleaf Asset Management LLC | 0.01% | No change | 335 | $58K |
| Cornerstone Planning Group LLC | 0.02% | Add +19.7% | 328 | $57K |
| Main Management LLC | 0.00% | No change | 323 | $56K |
| Mendota Financial Group, LLC | 0.03% | No change | 317 | $55K |
| Richardson Financial Services Inc. | 0.04% | No change | 314 | $55K |
| Denver PWM, LLC | 0.02% | New | 313 | $55K |
| Venturi Wealth Management, LLC | 0.00% | Reduce -34.9% | 306 | $53K |
| CNB Bank | 0.03% | No change | 305 | $53K |
| Clear Point Advisors Inc. | 0.04% | Add +0.7% | 303 | $53K |
| Atlantic Private Wealth, LLC | 0.04% | No change | 301 | $53K |
| Northwest Capital Management Inc | 0.02% | Reduce -62.9% | 298 | $52K |
| Sound Income Strategies, LLC | 0.00% | Add +0.3% | 292 | $51K |
| Piscataqua Savings Bank | 0.04% | No change | 290 | $51K |
| Richard W. Paul & Associates, LLC | 0.02% | Reduce -22.8% | 288 | $50K |
| Old Second National Bank of Aurora | 0.01% | No change | 284 | $50K |
| North Star Investment Management Corp. | 0.00% | Reduce -26.0% | 268 | $47K |
| Caitlin John, LLC | 0.03% | No change | 260 | $45K |
| Janiczek Wealth Management, LLC | 0.01% | No change | 250 | $44K |
| HHM Wealth Advisors, LLC | 0.01% | Add +31.8% | 249 | $43K |
| Jackson Hole Capital Partners, LLC | 0.01% | No change | 247 | $43K |
| Rise Advisors, LLC | 0.02% | Add +0.4% | 244 | $43K |
| Valley National Advisers Inc. | 0.01% | Reduce -6.2% | 243 | $42K |
| Arlington Trust Co LLC | 0.01% | New | 240 | $42K |
| Chilton Capital Management LLC | 0.00% | Reduce -15.5% | 240 | $42K |
| Frazier Financial Advisors, LLC | 0.03% | Reduce -8.6% | 235 | $41K |
| Global Financial Private Client, LLC | 0.02% | No change | 235 | $41K |
| New England Capital Financial Advisors LLC | 0.02% | New | 232 | $40K |
| JDM Financial Group LLC | 0.03% | Add +0.5% | 214 | $37K |
| Family Firm, Inc. | 0.01% | New | 213 | $37K |
| Strategic Financial Concepts, LLC | 0.02% | Add +17863.4% | 414,955 | $36K |
| Aberdeen Wealth Management LLC | 0.02% | No change | 200 | $35K |
| Stephens Consulting, LLC | 0.01% | No change | 199 | $35K |
| Camelot Portfolios, LLC | 0.02% | New | 197 | $34K |
| Peachtree Investment Partners, LLC | 0.01% | No change | 195 | $34K |
| Abound Wealth Management | 0.01% | No change | 194 | $34K |
| Nemes Rush Group LLC | 0.00% | Add +382.1% | 188 | $33K |
| Peoples Financial Services Corp. | 0.01% | New | 185 | $32K |
| Access Investment Management LLC | 0.01% | No change | 180 | $31K |
| Studio Investment Management LLC | 0.01% | No change | 172 | $30K |
| Partnership Wealth Management, LLC | 0.02% | Add +0.6% | 171 | $30K |
| Colonial Trust Advisors | 0.00% | No change | 169 | $29K |
| Mb, Levis & Associates, LLC | 0.01% | No change | 164 | $29K |
| Opal Wealth Advisors, LLC | 0.01% | New | 161 | $28K |
| CKW Financial Group | 0.00% | No change | 162 | $28K |
| Delta Asset Management LLC | 0.00% | No change | 160 | $28K |
| Family Asset Management, LLC | 0.02% | No change | 151 | $26K |
| Bellevue Asset Management, LLC | 0.01% | No change | 150 | $26K |
| ICA Group Wealth Management, LLC | 0.02% | Reduce -93.3% | 146 | $25K |
| Triad Wealth Partners, LLC | 0.01% | New | 145 | $25K |
| Bangor Savings Bank | 0.00% | No change | 145 | $25K |
| Dynamic Wealth Strategies, LLC | 0.02% | Reduce -49.3% | 145 | $25K |
| Avion Wealth | 0.01% | No change | 144 | $25K |
| Richardson Capital Management LLC | 0.02% | Reduce -22.3% | 143 | $25K |
| Armor Investment Advisors, LLC | 0.01% | Reduce -6.6% | 141 | $25K |
| Versant Capital Management, Inc | 0.01% | No change | 138 | $24K |
| NFSG Corp | 0.01% | Add +6750.0% | 137 | $24K |
| Emfo, LLC | 0.02% | No change | 131 | $23K |
| Silver Oak Securities, Incorporated | 0.00% | Add +3175.0% | 131 | $23K |
| Perkins Coie Trust Co | 0.01% | No change | 125 | $22K |
| C M Bidwell & Associates Ltd. | 0.01% | No change | 124 | $22K |
| Amundi | 0.00% | Add +9.8% | 123 | $21K |
| Syntax Research, Inc. | 0.02% | No change | 122 | $21K |
| Valley Wealth Managers, Inc. | 0.00% | Reduce -55.1% | 122 | $21K |
| Tanaka Capital Management Inc. | 0.05% | No change | 123 | $21K |
| Stuart Chaussee & Associates, Inc. | 0.01% | New | 117 | $20K |
| FSC Wealth Advisors, LLC | 0.01% | No change | 116 | $20K |
| Morton Brown Family Wealth, LLC | 0.01% | No change | 108 | $20K |
| POM Investment Strategies, LLC | 0.01% | No change | 106 | $18K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.01% | New | 106 | $18K |
| Howe & Rusling Inc. | 0.00% | No change | 102 | $18K |
| Capital Investment Counsel, Inc | 0.00% | No change | 100 | $17K |
| Concord Wealth Partners | 0.00% | Reduce -41.3% | 98 | $17K |
| Financial Management Professionals, Inc. | 0.00% | No change | 96 | $17K |
| CarsonAllaria Wealth Management, Ltd. | 0.01% | Add +1.0% | 97 | $17K |
| WR Wealth Planners, LLC | 0.01% | Reduce -7.7% | 96 | $17K |
| Financial Perspectives, Inc | 0.01% | No change | 87 | $15K |
| Bfsg, LLC | 0.00% | Reduce -53.8% | 86 | $15K |
| Global Wealth Strategies & Associates | 0.01% | No change | 86 | $15K |
| Criterion Capital Advisors, LLC | 0.01% | No change | 71 | $12K |
| SJS Investment Consulting Inc. | 0.00% | No change | 71 | $12K |
| Evolution Advisers, Inc. | 0.01% | No change | 71 | $12K |
| Resources Management Corp. /CT/ | 0.00% | No change | 68 | $12K |
| Vermillion & White Wealth Management Group, LLC | 0.01% | No change | 65 | $11K |
| Redwood Wealth Management Group, LLC | 0.01% | New | 65 | $11K |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 65 | $11K |
| BNP Paribas Financial Markets | 0.00% | Reduce -100.0% | 65 | $11K |
| Davis Capital Management | 0.01% | No change | 65 | $11K |
| Perritt Capital Management Inc | 0.01% | Add +1.6% | 64 | $11K |
| Institutional & Family Asset Management, LLC | 0.00% | Add +28.6% | 63 | $11K |
| Horizons Wealth Management | 0.01% | Reduce -79.6% | 59 | $11K |
| TD Waterhouse Canada Inc. | 0.00% | Reduce -75.0% | 60 | $10K |
| Integrity Financial Corp | 0.01% | No change | 58 | $10K |
| Ogorek Anthony Joseph /NY/ | 0.00% | No change | 60 | $10K |
| Macroview Investment Management LLC | 0.01% | No change | 57 | $10K |
| Atlantic Edge Private Wealth Management, LLC | 0.00% | Reduce -57.0% | 55 | $10K |
| Rain Capital Management, LLC | 0.01% | No change | 50 | $9K |
| Trivant Custom Portfolio Group, LLC | 0.01% | Reduce -9.1% | 50 | $9K |
| Hexagon Capital Partners LLC | 0.00% | No change | 49 | $9K |
| MidAtlantic Capital Management, Inc. | 0.01% | No change | 48 | $8K |
| Creekmur Asset Management LLC | 0.00% | New | 48 | $8K |
| Ransom Advisory, Ltd | 0.00% | No change | 45 | $8K |
| Tower View Wealth Management LLC | 0.00% | No change | 42 | $7K |
| Cardinal Strategic Wealth Guidance | 0.00% | New | 41 | $7K |
| Ridgewood Investments LLC | 0.00% | New | 41 | $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 |
| 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 | $3K |
| AllSquare Wealth Management LLC | 0.00% | No change | 20 | $3K |
| 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 |
| Legacy Bridge, LLC | 0.00% | New | 12 | $2K |
| Tucker Asset Management LLC | 0.00% | New | 11 | $2K |
| Main Street Group, LTD | 0.00% | No change | 8 | $1K |
| Annapolis Financial Services, LLC | 0.00% | No change | 6 | $1K |
| McClarren Financial Advisors, Inc. | 0.00% | Reduce -43.1% | 1,221 | $358 |
| Trifecta Capital Advisors, LLC | 0.00% | Reduce -98.0% | 2 | $349 |
"% 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.