iShares Russell 1000 Value EIWDETF
13F holders, Q3 2024 (September 30)1,584holders +61
108new positions
41sold out
6famous investors
$189.47avg. 13F price*
At the end of Q3 2024, 1,584 institutions reported holding iShares Russell 1000 Value E (IWD) in their 13F filings, up 61 from Q2 2024. 108 opened new positions and 41 sold out. The largest holders were Bank of America Corp. ($9.4B), Morgan Stanley ($6.1B) and Goldman Sachs Group Inc. ($2.9B). 6 famous investors held it, including Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio), Mario Gabelli (0.0% of GAMCO Investors's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- iShares Russell 1000 Value E
- CUSIP
- 464287598
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 108 | $147.1M |
| Exits | 41 | $182.4M |
All 13F filers, Q2 2024 → Q3 2024: 6,898,195 shares bought and 8,913,472 shares sold, net −2,015,277 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,584 holders
| Bank of America Corp. | 0.82% | Reduce -1.7% | 49,361,800 | $9.4B |
| Morgan Stanley | 0.44% | Reduce -2.2% | 31,880,065 | $6.1B |
| Goldman Sachs Group Inc. | 0.55% | Reduce -3.5% | 15,226,451 | $2.9B |
| Financial Engines Advisors L.L.C. | 3.70% | Reduce -3.7% | 9,338,765 | $1.8B |
| FMR LLC | 0.10% | Reduce -6.8% | 8,914,295 | $1.7B |
| JPMorgan Chase & Co. | 0.13% | Reduce -4.8% | 8,580,333 | $1.6B |
| UBS Group AG | 0.37% | Add +1.8% | 6,872,118 | $1.3B |
| Envestnet Asset Management Inc. | 0.40% | Add +2.5% | 6,477,112 | $1.2B |
| Jones Financial Companies LLLP | 1.20% | Add +1.4% | 6,176,661 | $1.2B |
| Wells Fargo & Company | 0.21% | Add +0.4% | 4,600,718 | $873.2M |
| Baird Financial Group, Inc. | 1.64% | Add +18.5% | 4,439,383 | $842.6M |
| Northern Trust Corp. | 0.12% | Add +2.3% | 3,918,335 | $743.7M |
| Raymond James & Associates | 0.42% | Add +0.6% | 3,666,344 | $695.9M |
| M&T Bank Corp | 2.21% | Reduce -2.7% | 3,547,779 | $673.4M |
| LPL Financial LLC | 0.28% | Add +0.7% | 3,293,977 | $625.2M |
| PNC Financial Services Group, Inc. | 0.39% | Add +0.3% | 3,247,266 | $616.3M |
| Synovus Financial Corp. | 6.26% | Add +1.2% | 2,848,914 | $540.7M |
| Jasper Ridge Partners, L.P. | 14.70% | Add +11.2% | 2,717,576 | $515.8M |
| BlackRock, Inc. | 0.01% | — | 2,601,856 | $493.8M |
| Alaska Permanent Fund Corp | 6.85% | Reduce -0.1% | 2,463,552 | $467.6M |
| Truist Financial Corp. | 0.66% | Reduce -2.9% | 2,202,074 | $418.0M |
| Commonwealth Equity Services, LLC | 0.59% | Reduce -2.8% | 2,052,806 | $389.6M |
| Royal Bank of Canada | 0.08% | Reduce -1.4% | 1,993,105 | $378.3M |
| Stifel Financial Corp. | 0.39% | Add +3.8% | 1,947,425 | $369.6M |
| Prudential Financial Inc. | 0.52% | Add +47.0% | 1,941,256 | $368.5M |
| GLOBALT Investments LLC / GA | 13.39% | Reduce -4.1% | 1,883,364 | $357.5M |
| Alliancebernstein L.P. | 0.11% | Reduce -2.0% | 1,744,003 | $331.0M |
| Tiaa Trust, National Association | 0.70% | Reduce -1.2% | 1,229,100 | $233.3M |
| Stairway Partners, LLC | 14.51% | Add +13.9% | 1,192,974 | $226.4M |
| Raymond James Financial Services Advisors, Inc. | 0.30% | Add +4.5% | 1,172,843 | $222.6M |
| Johns Hopkins University | 7.86% | Add +77.4% | 1,105,404 | $209.8M |
| Cetera Investment Advisers | 0.46% | Reduce -1.8% | 1,103,619 | $209.5M |
| Citigroup Inc. | 0.19% | Add +8.3% | 1,081,228 | $205.2M |
| Rockefeller Capital Management L.P. | 0.52% | Add +1.5% | 1,015,714 | $192.8M |
| Comerica Bank | 0.76% | Add +0.5% | 1,014,517 | $192.6M |
| Ameriprise Financial Inc. | 0.05% | Reduce -3.6% | 1,000,778 | $189.9M |
| HighTower Advisors, LLC | 0.28% | Add +3.4% | 985,658 | $187.1M |
| US Bancorp \de | 0.21% | Reduce -11.4% | 871,802 | $165.5M |
| Waldron Private Wealth LLC | 6.75% | Reduce -4.1% | 856,548 | $162.6M |
| BNP Paribas Financial Markets | 0.15% | Add +1200216.9% | 780,206 | $148.1M |
| Commerce Bank | 0.89% | Reduce -1.1% | 763,394 | $144.9M |
| Oakworth Capital, Inc. | 9.82% | Reduce -1.0% | 746,533 | $141.7M |
| Bank of New York Mellon Corp | 0.02% | Reduce -22.8% | 668,804 | $126.9M |
| 1ST Source Bank | 7.13% | Add +0.1% | 665,762 | $126.4M |
| Wealth Enhancement Advisory Services, LLC | 0.27% | Reduce -0.7% | 662,070 | $125.7M |
| Stephens Inc. | 1.78% | Reduce -0.1% | 660,972 | $125.5M |
| Circle Wealth Management, LLC | 2.56% | Reduce -0.6% | 607,358 | $115.3M |
| American Century Companies Inc. | 0.07% | Add +311.2% | 590,826 | $112.1M |
| Creative Planning | 0.10% | Add +0.6% | 524,533 | $99.6M |
| Pathstone Holdings, LLC | 0.43% | Add +4.2% | 519,083 | $96.8M |
| Mariner, LLC | 0.17% | Reduce -1.9% | 498,835 | $94.7M |
| Corient Private Wealth LP | 0.15% | Add +2.5% | 489,907 | $93.0M |
| Natixis Advisors, LLC | 0.17% | Reduce -25.3% | 458,646 | $87.1M |
| Modera Wealth Management, LLC | 1.09% | Reduce -1.8% | 451,789 | $85.7M |
| Franklin Resources Inc. | 0.02% | Reduce -29.8% | 427,773 | $85.1M |
| Northwestern Mutual Wealth Management Co. | 0.07% | Reduce -2.9% | 412,809 | $78.4M |
| Cedar Mountain Advisors, LLC | 17.58% | Add +0.4% | 410,900 | $78.0M |
| Equitable Holdings, Inc. | 0.75% | Reduce -3.2% | 407,619 | $77.4M |
| Bank of Nova Scotia | 0.15% | Reduce -0.6% | 399,331 | $75.8M |
| NorthCoast Asset Management LLC | 0.53% | Add +24.6% | 825,144 | $74.9M |
| Osaic Holdings, Inc. | 0.17% | Reduce -18.9% | 390,614 | $74.2M |
| Geller Advisors LLC | 5.10% | Add +2.2% | 388,498 | $73.7M |
| Choreo, LLC | 1.06% | Add +2.1% | 383,542 | $72.5M |
| MV Capital Management, Inc. | 7.57% | Reduce -0.2% | 375,840 | $71.3M |
| Captrust Financial Advisors | 0.21% | Add +1.2% | 371,589 | $70.5M |
| MML Investors Services, LLC | 0.26% | Reduce -1.4% | 370,132 | $70.3M |
| Cassaday & Co Wealth Management LLC | 1.98% | Reduce -0.7% | 369,017 | $70.0M |
| Bridges Investment Management Inc. | 0.98% | Add +2.4% | 368,083 | $69.9M |
| Stephens Group Asset Management, LLC | 5.81% | Add +1.9% | 366,172 | $69.5M |
| Landaas & Co. /Wi | 18.93% | Add +0.2% | 358,125 | $68.0M |
| Fifth Third Bancorp | 0.24% | Reduce -5.2% | 356,077 | $67.6M |
| Cullen/Frost Bankers, Inc. | 0.90% | Add +5.2% | 346,153 | $65.7M |
| Brandywine Global Investment Management, LLC | 0.44% | Add +57.4% | 335,803 | $64.7M |
| River Road Asset Management, LLC | 0.82% | Add +9.6% | 332,262 | $63.1M |
| Private Advisor Group, LLC | 0.38% | Reduce -0.9% | 325,853 | $61.8M |
| StoneX Group Inc. | 4.50% | Add +4.7% | 325,558 | $61.8M |
| Cresset Asset Management, LLC | 0.24% | Reduce -5.4% | 323,714 | $61.4M |
| EP Wealth Advisors, LLC | 0.53% | Add +3.6% | 323,336 | $61.4M |
| Moneta Group Investment Advisors LLC | 0.86% | Reduce -2.4% | 312,815 | $59.4M |
| Assetmark, Inc. | 0.17% | Reduce -46.5% | 308,875 | $58.6M |
| MAI Capital Management | 0.56% | Add +0.6% | 307,962 | $58.5M |
| Life Line Wealth Management LLC | 19.84% | New | 292,378 | $55.5M |
| Brown Advisory Inc. | 0.07% | Reduce -0.5% | 292,006 | $55.4M |
| First Business Financial Services, Inc. | 5.44% | Reduce -0.3% | 286,403 | $54.4M |
| FSA Wealth Management LLC | 19.34% | — | 255,026 | $48.4M |
| Wind River Trust Co | 18.50% | No change | 253,335 | $48.1M |
| Steward Partners Investment Advisory, LLC | 0.44% | Add +1.6% | 248,399 | $47.1M |
| Paulson Wealth Management Inc. | 11.67% | Add +7.1% | 229,861 | $43.6M |
| Flaharty Asset Management, LLC | 6.13% | Reduce -1.0% | 229,662 | $43.6M |
| Clearstead Advisors, LLC | 0.66% | Add +4.3% | 224,206 | $42.6M |
| Nuveen Asset Management, LLC | 0.01% | Reduce -26.6% | 224,104 | $42.5M |
| Badgley Phelps Wealth Managers, LLC | 0.99% | Add +1.3% | 223,665 | $42.5M |
| Relyea Zuckerberg Hanson LLC | 6.38% | Reduce -0.4% | 220,773 | $41.9M |
| Blair William & Co. | 0.12% | Add +0.9% | 220,364 | $41.8M |
| Thrivent Financial for Lutherans | 0.08% | Reduce -20.5% | 218,247 | $41.4M |
| Nadler Financial Group, Inc. | 4.56% | Reduce -1.2% | 217,885 | $41.4M |
| Comprehensive Financial Management LLC | 1.11% | No change | 210,233 | $39.9M |
| Mesirow Financial Investment Management, Inc. | 0.77% | Add +0.1% | 208,594 | $39.6M |
| Kestra Advisory Services, LLC | 0.22% | Reduce -3.5% | 207,498 | $39.4M |
| Graypoint LLC | 2.51% | Add +6.0% | 206,280 | $39.2M |
| Regions Financial Corp. | 0.27% | Reduce -1.7% | 197,725 | $37.5M |
| First Horizon Advisors, Inc. | 1.04% | Reduce -1.2% | 197,276 | $37.4M |
| Jmac Enterprises LLC | 5.97% | Add +2.3% | 196,997 | $37.4M |
| Cerity Partners LLC | 0.08% | Add +3.9% | 196,038 | $37.2M |
| Simon Quick Advisors, LLC | 2.29% | Reduce -2.4% | 190,904 | $36.2M |
| Mercer Global Advisors Inc. | 0.08% | Add +4.7% | 191,087 | $36.1M |
| Mission Wealth Management, LP | 0.85% | Reduce -1.2% | 180,752 | $34.3M |
| Lwmg, LLC | 6.50% | Add +7.7% | 180,085 | $34.2M |
| Janney Montgomery Scott LLC | 0.09% | Reduce -1.9% | 179,040 | $34.0M |
| Beirne Wealth Consulting Services, LLC | 11.69% | Add +16.7% | 175,393 | $33.3M |
| LBJ Family Wealth Advisors, Ltd. | 19.12% | Reduce -0.1% | 169,743 | $32.2M |
| CIBC Private Wealth Group LLC | 0.06% | Add +3.1% | 169,697 | $32.2M |
| TRUE Private Wealth Advisors | 3.72% | Reduce -3.9% | 164,069 | $31.1M |
| HB Wealth Management, LLC | 0.33% | Add +4.5% | 163,920 | $31.1M |
| Envestnet Portfolio Solutions, Inc. | 0.10% | Reduce -3.8% | 163,279 | $31.0M |
| Focus Partners Wealth | 0.10% | Reduce -76.8% | 159,264 | $30.2M |
| Alera Investment Advisors, LLC | 3.52% | Reduce -14.1% | 158,106 | $30.0M |
| Pinnacle Financial Partners Inc | 0.60% | Reduce -1.7% | 157,622 | $29.9M |
| Johnson Financial Group, Inc. | 1.34% | Add +94.4% | 154,873 | $29.4M |
| SG Americas Securities, LLC | 0.11% | Add +280.6% | 150,315 | $28.5M |
| Keybank National Association | 0.11% | Add +2.8% | 149,959 | $28.5M |
| Boston Partners | 0.03% | Reduce -5.0% | 149,531 | $28.4M |
| Covenant Partners, LLC | 8.10% | Add +10.4% | 146,605 | $27.8M |
| HSBC Holdings PLC | 0.02% | Reduce -10.4% | 141,458 | $26.8M |
| CFS Investment Advisory Services, LLC | 2.24% | Reduce -49.9% | 140,499 | $26.7M |
| Savant Capital, LLC | 0.22% | Add +3.0% | 138,642 | $26.3M |
| AMG National Trust Bank | 0.71% | Reduce -6.9% | 137,688 | $26.1M |
| RMR Wealth Builders | 2.72% | Reduce -0.3% | 135,478 | $25.7M |
| Pacific Sage Partners, LLC | 6.04% | Add +3.0% | 133,751 | $25.4M |
| Dynamic Advisor Solutions LLC | 0.76% | Reduce -0.6% | 133,674 | $25.4M |
| Legacy Edge Advisors, LLC | 4.01% | Add +16.3% | 132,241 | $25.1M |
| Capital Advisors, Ltd. LLC | 3.08% | Reduce -0.9% | 130,662 | $24.8M |
| CX Institutional | 1.10% | Add +0.7% | 130,539 | $24.8M |
| Massachusetts Financial Services Co. | 0.01% | Add +13.0% | 130,392 | $24.7M |
| Cambridge Investment Research Advisors, Inc. | 0.08% | Reduce -0.0% | 126,926 | $24.1M |
| Waterloo Capital, L.P. | 2.58% | Reduce -8.0% | 124,593 | $23.6M |
| Corundum Group, Inc. | 10.49% | Reduce -4.8% | 121,183 | $23.0M |
| Bank of Montreal | 0.01% | Reduce -2.8% | 120,736 | $22.9M |
| Caisse de depot et placement du Quebec | 0.05% | Reduce -4.0% | 120,000 | $22.8M |
| Gainplan LLC | 10.74% | Add +0.1% | 130,197 | $22.7M |
| Waverly Advisors, LLC | 0.41% | Reduce -6.5% | 117,422 | $22.3M |
| Woodard & Co. Asset Management Group Inc. | 4.95% | Reduce -11.9% | 116,070 | $22.0M |
| Awm Capital, LLC | 2.63% | Reduce -0.3% | 114,626 | $21.8M |
| Fulton Bank, N.A. | 0.83% | Reduce -4.1% | 113,939 | $21.6M |
| TruWealth Advisors, LLC | 1.31% | Add +3.9% | 112,949 | $21.4M |
| Financial Counselors Inc. | 0.32% | Reduce -0.5% | 112,578 | $21.4M |
| Equity Investment Corp. | 0.50% | Reduce -28.0% | 112,296 | $21.3M |
| TD Private Client Wealth LLC | 0.60% | Reduce -8.4% | 109,249 | $20.7M |
| NewEdge Advisors, LLC | 0.13% | Add +10.4% | 109,130 | $20.7M |
| Parkside Financial Bank & Trust | 2.89% | Add +5.5% | 109,111 | $20.7M |
| Wealthspire Advisors, LLC | 0.21% | Add +24.5% | 107,111 | $20.3M |
| Stratos Investment Management, LLC | 1.41% | Add +13.8% | 106,724 | $20.3M |
| Sanctuary Advisors, LLC | 0.13% | Add +4.3% | 102,240 | $20.2M |
| New York Life Investment Management LLC | 0.19% | Reduce -33.4% | 104,167 | $19.8M |
| Westshore Wealth, LLC | 7.97% | Add +1.8% | 102,438 | $19.4M |
| Stratos Wealth Advisors, LLC | 0.89% | Add +45.0% | 102,339 | $19.4M |
| Venture Visionary Partners LLC | 0.83% | Add +5.0% | 99,157 | $18.8M |
| Atria Wealth Solutions, Inc. | 0.20% | Reduce -2.6% | 95,890 | $18.2M |
| United Capital Financial Advisors, LLC | 0.15% | Reduce -1.2% | 95,370 | $18.1M |
| CM Wealth Advisors LLC | 5.66% | Add +2209.2% | 92,069 | $17.5M |
| GHP Investment Advisors, Inc. | 0.80% | Reduce -1.0% | 91,489 | $17.4M |
| FDx Advisors, Inc. | 4.45% | Reduce -3.1% | 86,084 | $16.3M |
| CW Advisors, LLC | 0.22% | Reduce -54.8% | 85,499 | $16.2M |
| Noble Family Wealth, LLC | 4.34% | Add +0.0% | 85,025 | $16.1M |
| Rwa Wealth Partners, LLC | 0.20% | Add +412.3% | 84,976 | $16.1M |
| BTC Capital Management, Inc. | 1.43% | Reduce -16.4% | 84,677 | $16.1M |
| Hirtle & Co., LLC | 0.75% | Reduce -2.8% | 83,560 | $15.9M |
| Lindbrook Capital, LLC | 1.41% | Reduce -10.2% | 83,520 | $15.9M |
| Raymond James Trust N.A. | 0.34% | Add +4.0% | 83,308 | $15.8M |
| Integrated Investment Consultants, LLC | 3.43% | Add +5.2% | 88,194 | $15.8M |
| RTD Financial Advisors, Inc. | 1.99% | Add +4.4% | 82,780 | $15.7M |
| Glenmede Trust Co. NA | 0.07% | Add +1.9% | 82,547 | $15.7M |
| Independent Family Office, LLC | 7.81% | Add +2.6% | 82,026 | $15.6M |
| Keel Point, LLC | 1.27% | Add +0.4% | 80,026 | $15.2M |
| Bleakley Financial Group, LLC | 0.46% | Add +0.2% | 79,863 | $15.2M |
| Beacon Pointe Advisors, LLC | 0.17% | Reduce -6.7% | 78,334 | $14.9M |
| First Citizens Bank & Trust Co. | 0.32% | Reduce -2.6% | 77,330 | $14.7M |
| Country Club Bank | 0.95% | Reduce -3.4% | 74,801 | $14.2M |
| Avantax Advisory Services, Inc. | 0.09% | Add +5.0% | 73,961 | $14.0M |
| Carolinas Wealth Consulting LLC | 2.54% | Reduce -0.2% | 73,768 | $14.0M |
| Objectivity Squared, LLC | 9.64% | Add +42.3% | 73,632 | $13.9M |
| CHURCHILL MANAGEMENT Corp | 0.16% | Reduce -6.8% | 71,499 | $13.6M |
| Kestra Private Wealth Services, LLC | 0.24% | Reduce -5.4% | 70,023 | $13.3M |
| Claro Advisors Inc. | 1.71% | Add +9.0% | 69,442 | $13.2M |
| XML Financial, LLC | 1.22% | Add +3.7% | 69,312 | $13.2M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.30% | Reduce -0.9% | 68,717 | $13.0M |
| Montag A & Associates Inc. | 0.62% | Add +1.3% | 68,681 | $13.0M |
| Arizona State Retirement System | 0.08% | New | 68,633 | $13.0M |
| Silvercrest Asset Management Group LLC | 0.09% | Reduce -6.9% | 68,570 | $13.0M |
| Callan Family Office, LLC | 2.18% | Add +16.9% | 68,440 | $13.0M |
| M.D. Sass, LLC | 1.01% | Add +41.0% | 68,287 | $13.0M |
| Tudor Investment Corporation | 0.14% | Add +211.7% | 66,354 | $12.6M |
| Orion Porfolio Solutions, LLC | 0.13% | Add +16.7% | 66,141 | $12.6M |
| Orion Portfolio Solutions, LLC | 0.13% | Add +16.7% | 66,141 | $12.6M |
| Newport Capital Group, LLC | 9.22% | Add +0.6% | 65,941 | $12.5M |
| Cwm, LLC | 0.05% | Add +20.0% | 64,999 | $12.3M |
| US Financial Advisors, LLC | 3.83% | Add +7.0% | 64,782 | $12.3M |
| Summit Wealth & Retirement Planning, Inc. | 3.92% | Reduce -4.0% | 64,746 | $12.3M |
| Neuberger Berman Group LLC | 0.01% | Add +18.8% | 64,668 | $12.3M |
| Willis Johnson & Associates, Inc. | 0.92% | Reduce -2.7% | 64,141 | $12.2M |
| Sonata Capital Group Inc. | 5.11% | Add +1.4% | 63,761 | $12.1M |
| Insight 2811, Inc. | 6.02% | Reduce -3.9% | 63,702 | $12.1M |
| Westwood Holdings Group Inc. | 0.09% | Reduce -29.6% | 63,437 | $12.0M |
| Breakwater Capital Group | 2.41% | Add +0.5% | 62,913 | $11.9M |
| Oppenheimer & Co. Inc. | 0.18% | Reduce -5.6% | 62,429 | $11.8M |
| Nottingham Advisors, Inc. | 1.30% | Reduce -7.4% | 61,814 | $11.7M |
| Prism Advisors, Inc. | 3.31% | Reduce -0.1% | 61,026 | $11.6M |
| FMA Wealth Management, LLC | 8.36% | Reduce -0.5% | 60,758 | $11.5M |
| Bokf, NA | 0.20% | Add +1.8% | 61,083 | $11.5M |
| Oppenheimer Asset Management Inc. | 0.14% | Reduce -6.5% | 59,367 | $11.3M |
| Haverford Trust Co | 0.11% | Reduce -8.4% | 58,653 | $11.1M |
| Goelzer Investment Management, Inc. | 0.60% | Add +1.6% | 58,164 | $11.0M |
| Ashton Thomas Private Wealth, LLC | 0.59% | Add +0.9% | 57,931 | $11.0M |
| Visionary Wealth Advisors | 0.66% | Reduce -3.2% | 57,178 | $10.9M |
| RE Dickinson Investment Advisors, LLC | 6.12% | Add +1.4% | 57,173 | $10.9M |
| West Bancorporation Inc. | 7.24% | Add +1.4% | 57,146 | $10.8M |
| Mather Group, Llc. | 0.14% | Reduce -11.2% | 56,927 | $10.8M |
| Aptus Capital Advisors, LLC | 0.16% | Add +236.9% | 56,920 | $10.8M |
| Avidian Wealth Enterprises, LLC | 0.49% | Reduce -1.3% | 56,731 | $10.8M |
| Investment Partners, LTD. | 4.46% | Reduce -1.4% | 56,416 | $10.7M |
| Proathlete Wealth Management LLC | 4.35% | Add +11.7% | 55,568 | $10.5M |
| Chicago Partners Investment Group LLC | 0.37% | Add +0.0% | 53,633 | $10.2M |
| Newton One Investments LLC | 4.00% | Reduce -2.8% | 52,618 | $10.0M |
| Voya Investment Management LLC | 0.01% | Reduce -32.9% | 51,385 | $9.8M |
| MetLife Investment Management, LLC | 0.06% | Add +69.9% | 50,800 | $9.6M |
| Guggenheim Capital LLC | 0.07% | Reduce -0.0% | 50,664 | $9.6M |
| Johnson Investment Counsel Inc. | 0.09% | Reduce -1.5% | 50,638 | $9.6M |
| Lido Advisors, LLC | 0.07% | Reduce -0.2% | 50,581 | $9.6M |
| Citadel Advisors | 0.01% | Add +112.0% | 50,054 | $9.5M |
| Montecito Bank & Trust | 1.61% | Reduce -0.2% | 49,708 | $9.4M |
| Bessemer Group Inc. | 0.02% | Add +31.2% | 49,101 | $9.3M |
| Platte River Wealth Advisors, LLC | 2.47% | Reduce -2.6% | 48,399 | $9.2M |
| SlateStone Wealth, LLC | 0.83% | Add +8.6% | 48,365 | $9.2M |
| Diversified Trust Co. | 0.23% | Reduce -1.9% | 48,361 | $9.2M |
| Allspring Global Investments Holdings, LLC | 0.01% | Add +2.3% | 48,086 | $9.1M |
| JFS Wealth Advisors, LLC | 0.61% | Reduce -4.0% | 48,028 | $9.1M |
| Summit Financial, LLC | 0.36% | Add +0.6% | 47,893 | $9.1M |
| Zacks Investment Management | 0.08% | Add +13.1% | 47,842 | $9.1M |
| Nwam LLC | 0.55% | New | 47,572 | $9.0M |
| Tradition Wealth Management, LLC | 0.80% | Reduce -0.1% | 47,148 | $8.9M |
| Fidelis Capital Partners, LLC | 1.05% | No change | 46,366 | $8.9M |
| Segment Wealth Management, LLC | 0.60% | Reduce -2.5% | 46,159 | $8.8M |
| Schroder Investment Management Group | 0.01% | Add +4090.9% | 46,100 | $8.7M |
| Blue Trust, Inc. | 0.11% | Add +4.8% | 49,732 | $8.7M |
| Naples Global Advisors, LLC | 0.80% | Add +5.4% | 45,544 | $8.6M |
| Valeo Financial Advisors, LLC | 0.24% | Reduce -21.2% | 45,016 | $8.5M |
| Clayton Financial Group LLC | 3.17% | Reduce -0.9% | 44,651 | $8.5M |
| Pegasus Partners Ltd. | 0.79% | Reduce -5.3% | 44,407 | $8.4M |
| Hancock Whitney Corp. | 0.27% | No change | 44,282 | $8.4M |
| Sierra Capital LLC | 0.99% | Add +0.1% | 43,689 | $8.3M |
| Integrated Wealth Concepts LLC | 0.10% | Add +81.7% | 43,380 | $8.2M |
| O'shaughnessy Asset Management, LLC | 0.07% | Reduce -15.2% | 42,632 | $8.2M |
| Oldfather Financial Services, LLC | 3.14% | Reduce -2.5% | 42,983 | $8.2M |
| Ausdal Financial Partners, Inc. | 0.85% | New | 42,857 | $8.1M |
| Oxford Financial Group, LTD. LLC | 0.51% | Reduce -0.8% | 42,737 | $8.1M |
| Wellspring Financial Advisors, LLC | 0.97% | Add +116.9% | 42,625 | $8.1M |
| Marquette Asset Management, LLC | 1.27% | Reduce -1.1% | 42,089 | $8.0M |
| Rebalance, LLC | 0.58% | Add +3.5% | 41,704 | $7.9M |
| UMB Bank, n.a. | 0.12% | Reduce -10.8% | 41,361 | $7.9M |
| Certuity, LLC | 0.84% | Reduce -27.1% | 41,100 | $7.8M |
| Snowden Capital Advisors LLC | 0.23% | Reduce -0.0% | 40,982 | $7.8M |
| Jefferies Financial Group Inc. | 0.13% | Add +6.8% | 40,784 | $7.7M |
| Smith & Howard Wealth Management, LLC | 2.18% | Reduce -1.4% | 40,747 | $7.7M |
| Associated Banc-Corp | 0.22% | Add +1.0% | 39,890 | $7.6M |
| HBK Sorce Advisory LLC | 0.23% | Reduce -4.8% | 39,626 | $7.5M |
| Mullaney, Keating & Wright, Inc. | 5.13% | Reduce -1.1% | 38,975 | $7.4M |
| Arbor Investment Advisors, LLC | 0.98% | Reduce -0.2% | 38,905 | $7.4M |
| Polianta Ltd | 3.47% | New | 38,900 | $7.4M |
| HMS Capital Management, LLC | 3.61% | Add +1.2% | 38,799 | $7.4M |
| Edge Capital Group, LLC | 0.33% | Reduce -2.3% | 38,708 | $7.3M |
| Sunburst Financial Group, LLC | 1.85% | No change | 38,451 | $7.3M |
| OneDigital Investment Advisors LLC | 0.08% | Add +4.9% | 38,218 | $7.3M |
| Parallel Advisors, LLC | 0.17% | Reduce -1.9% | 37,896 | $7.2M |
| Astoria Strategic Wealth, Inc. | 2.08% | Reduce -2.2% | 37,439 | $7.1M |
| Retirement Income Solutions, Inc. | 1.62% | Reduce -1.2% | 37,388 | $7.1M |
| Morton Capital Management LLC | 1.39% | Reduce -4.7% | 37,117 | $7.0M |
| Susquehanna International Group, LLP | 0.01% | Add +88.1% | 36,917 | $7.0M |
| &partners | 0.13% | Add +29.9% | 36,777 | $7.0M |
| Rhumbline Advisers | 0.01% | Reduce -3.3% | 36,184 | $6.9M |
| NorthRock Partners, LLC | 0.22% | Reduce -1.3% | 35,741 | $6.8M |
| Centennial Bank | 3.11% | Reduce -0.7% | 35,733 | $6.8M |
| Baker Avenue Asset Management, LP | 0.21% | Reduce -6.9% | 35,627 | $6.8M |
| American State Bank (Iowa) | 4.10% | Reduce -1.6% | 35,584 | $6.8M |
| Stratos Wealth Partners, LTD. | 0.10% | Reduce -0.5% | 35,485 | $6.7M |
| Webster Bank, N. A. | 0.71% | Add +8.4% | 35,366 | $6.7M |
| Ballast, Inc. | 1.90% | Add +3.0% | 35,344 | $6.7M |
| Advisory Resource Group | 1.43% | Add +6.7% | 35,323 | $6.7M |
| CFM Wealth Partners LLC | 1.16% | Add +1.3% | 35,093 | $6.7M |
| Linscomb Wealth, Inc. | 0.33% | Reduce -0.8% | 34,927 | $6.6M |
| Aspiriant, LLC | 0.25% | Add +1.4% | 34,723 | $6.6M |
| Whittier Trust Co. | 0.09% | Reduce -3.7% | 34,616 | $6.6M |
| Deutsche Bank AG | 0.00% | Add +4.5% | 34,588 | $6.6M |
| Sepio Capital, LP | 0.51% | No change | 34,373 | $6.5M |
| ARK & TLK Investments, LLC | 2.31% | Reduce -0.4% | 34,305 | $6.5M |
| Dimension Capital Management LLC | 1.22% | Add +1.4% | 33,981 | $6.4M |
| Brighton Jones LLC | 0.24% | Reduce -10.8% | 33,682 | $6.4M |
| American Institute for Advanced Investment Management, LLP | 4.56% | Reduce -1.2% | 33,554 | $6.4M |
| Allworth Financial LP | 0.04% | Add +0.4% | 33,358 | $6.3M |
| Loomis Sayles & Co. L P | 0.01% | No change | 33,306 | $6.3M |
| Eastern Bank | 0.11% | Add +274.9% | 32,988 | $6.3M |
| Mill Creek Capital Advisors, LLC | 0.15% | No change | 32,931 | $6.3M |
| Vanguard Group Inc. | 0.00% | Add +0.3% | 32,302 | $6.1M |
| GTS Securities LLC | 0.12% | Add +106.4% | 32,274 | $6.1M |
| Cambiar Investors LLC | 0.23% | Reduce -60.0% | 32,106 | $6.1M |
| Ullmann Wealth Partners Group, LLC | 0.78% | Reduce -0.1% | 31,918 | $6.1M |
| Harbour Capital Advisors, LLC | 1.38% | No change | 31,592 | $6.0M |
| IHT Wealth Management, LLC | 0.17% | Add +13.3% | 31,603 | $6.0M |
| Quadrant Capital Group LLC | 0.41% | Reduce -0.5% | 31,444 | $6.0M |
| Sowell Financial Services LLC | 0.28% | Reduce -3.5% | 31,390 | $6.0M |
| Ellenbecker Investment Group | 1.10% | Reduce -2.2% | 30,759 | $5.8M |
| Ballentine Partners, LLC | 0.10% | Reduce -0.3% | 30,686 | $5.8M |
| Prospera Financial Services Inc | 0.15% | Reduce -9.3% | 30,150 | $5.7M |
| Wilmington Savings Fund Society, FSB | 0.10% | Add +119.4% | 30,134 | $5.7M |
| Whittier Trust Co. of Nevada Inc. | 0.15% | Reduce -17.9% | 29,948 | $5.7M |
| Brown Brothers Harriman & Co. | 0.04% | Add +2.0% | 29,930 | $5.7M |
| Crescent Grove Advisors, LLC | 0.58% | Reduce -0.2% | 29,916 | $5.7M |
| Towerpoint Wealth, LLC | 2.68% | Add +8.4% | 29,809 | $5.7M |
| Brightwater Advisory LLC | 4.15% | Reduce -1.0% | 29,712 | $5.6M |
| Hardy Reed LLC | 0.50% | No change | 29,678 | $5.6M |
| Aristotle Capital Management, LLC | 0.01% | Add +10.3% | 29,588 | $5.6M |
| Brand Asset Management Group, Inc. | 2.20% | Reduce -0.6% | 29,559 | $5.6M |
| Community Bank, N.A. | 0.70% | Reduce -1.5% | 29,447 | $5.6M |
| Red Tortoise LLC | 2.81% | Add +0.5% | 29,442 | $5.6M |
| Arete Wealth Advisors, LLC | 0.47% | Add +36.2% | 29,312 | $5.5M |
| Advisory Services Network, LLC | 0.11% | No change | 31,713 | $5.5M |
| Gladstone Institutional Advisory LLC | 0.27% | Reduce -1.8% | 29,133 | $5.5M |
| Disciplined Investments, LLC | 2.73% | Add +0.3% | 29,103 | $5.5M |
| Ameritas Advisory Services, LLC | 0.24% | Reduce -13.1% | 29,046 | $5.5M |
| Quent Capital, LLC | 0.56% | Reduce -0.6% | 28,849 | $5.5M |
| J.W. Cole Advisors, Inc. | 0.23% | Add +0.5% | 28,781 | $5.5M |
| Pinebridge Investments, L.P. | 0.04% | Reduce -22.9% | 28,753 | $5.5M |
| Qube Research & Technologies Ltd | 0.01% | Add +13.6% | 28,646 | $5.4M |
| Widmann Financial Services, Inc. | 4.10% | Add +2.0% | 28,552 | $5.4M |
| Signaturefd, LLC | 0.10% | Reduce -2.5% | 28,412 | $5.4M |
| Sei Investments Co. | 0.01% | Reduce -15.7% | 28,401 | $5.4M |
| Signet Financial Management, LLC | 0.68% | Reduce -2.0% | 28,216 | $5.4M |
| Flagstar Securities, Inc. | 1.36% | Add +0.2% | 28,195 | $5.4M |
| Auour Investments LLC | 1.90% | Reduce -0.9% | 28,093 | $5.3M |
| Tanglewood Legacy Advisors, LLC | 2.36% | Add +0.1% | 27,959 | $5.3M |
| Central Valley Advisors, LLC | 2.97% | Reduce -0.1% | 27,691 | $5.3M |
| Mackenzie Financial Corp. | 0.01% | Reduce -2.3% | 27,600 | $5.2M |
| Rothschild Investment LLC | 0.34% | Add +6.8% | 27,558 | $5.2M |
| DT Investment Partners, LLC | 0.42% | No change | 27,528 | $5.2M |
| Great Valley Advisor Group, Inc. | 0.13% | Add +8.0% | 27,522 | $5.2M |
| Aureus Asset Management, LLC | 0.34% | No change | 27,263 | $5.2M |
| Hanson & Doremus Investment Management | 0.82% | Add +0.5% | 27,232 | $5.2M |
| Meritage Portfolio Management | 0.32% | Reduce -1.1% | 27,111 | $5.1M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | New | 26,730 | $5.1M |
| Citizens Financial Group Inc. | 0.10% | Reduce -7.4% | 26,705 | $5.1M |
| Hillcrest Wealth Advisors - NY, LLC | 2.53% | No change | 26,668 | $5.1M |
| Riverview Capital Advisers, LLC | 1.56% | Add +0.3% | 26,647 | $5.1M |
| Global Retirement Partners, LLC | 0.15% | Reduce -4.5% | 26,589 | $5.0M |
| Stegner Investment Associates Inc. | 3.43% | Add +0.0% | 26,567 | $5.0M |
| Confluence Wealth Services, Inc. | 0.37% | Add +0.6% | 26,550 | $5.0M |
| AlTi Global, Inc. | 0.12% | Add +0.1% | 26,533 | $5.0M |
| Norris Perne & French LLP | 0.34% | No change | 26,365 | $5.0M |
| Concorde Asset Management, LLC | 2.80% | Add +47.1% | 26,180 | $5.0M |
| Dorsey & Whitney Trust CO LLC | 0.26% | Add +1.1% | 26,039 | $4.9M |
| Manchester Capital Management LLC | 0.58% | Add +0.1% | 25,944 | $4.9M |
| Broadview Financial Management, LLC | 3.31% | Add +0.6% | 25,791 | $4.9M |
| NewEdge Wealth, LLC | 0.09% | Add +78.7% | 25,610 | $4.9M |
| JMG Financial Group, Ltd. | 0.17% | Add +11.3% | 25,462 | $4.8M |
| SOL Capital Management CO | 0.54% | Add +2.6% | 25,424 | $4.8M |
| Principal Financial Group Inc. | 0.00% | Reduce -77.3% | 25,209 | $4.8M |
| Alta Wealth Advisors LLC | 2.16% | Add +1.9% | 24,928 | $4.7M |
| Old National Bancorp | 0.11% | Reduce -0.1% | 24,868 | $4.7M |
| Tolleson Wealth Management, Inc. | 0.89% | Reduce -0.2% | 24,568 | $4.7M |
| Mutual Advisors, LLC | 0.14% | Reduce -8.6% | 24,349 | $4.6M |
| Cornerstone Advisory, LLC | 0.61% | Add +4.1% | 24,304 | $4.6M |
| Pinnacle Wealth Planning Services, Inc. | 0.63% | Reduce -0.7% | 24,264 | $4.6M |
| Quadcap Wealth Management, LLC | 0.72% | Reduce -0.0% | 24,251 | $4.6M |
| Forte Asset Management LLC | 2.44% | Add +15.6% | 24,065 | $4.6M |
| Legal & General Group Plc | 0.00% | Reduce -20.7% | 24,055 | $4.6M |
| Wealthcare Advisory Partners LLC | 0.13% | Add +1.4% | 24,051 | $4.6M |
| Stock Yards Bank & Trust Co. | 0.15% | Add +2.9% | 23,966 | $4.5M |
| Central Pacific Bank - Trust Division | 0.60% | Reduce -0.8% | 23,763 | $4.5M |
| Diversified Portfolios, Inc. | 0.47% | Reduce -1.3% | 23,700 | $4.5M |
| One Capital Management, LLC | 0.14% | Reduce -3.9% | 23,639 | $4.5M |
| First Merchants Corp. | 0.17% | Add +5.5% | 23,612 | $4.5M |
| TPG Financial Advisors, LLC | 2.01% | Add +8.3% | 23,539 | $4.5M |
| Sage Financial Group Inc. | 0.36% | Reduce -0.6% | 23,426 | $4.4M |
| Monetary Management Group Inc. | 1.14% | Add +4.3% | 23,422 | $4.4M |
| Prime Capital Investment Advisors, LLC | 0.06% | Add +7.1% | 23,364 | $4.4M |
| Kayne Anderson Rudnick Investment Management LLC | 0.01% | Reduce -41.9% | 23,230 | $4.4M |
| Ieq Capital, LLC | 0.05% | Add +9.1% | 23,233 | $4.4M |
| New England Private Wealth Advisors LLC | 0.71% | Add +1.3% | 23,031 | $4.4M |
| Azimuth Capital Investment Management LLC | 0.17% | No change | 22,963 | $4.4M |
| Wakefield Asset Management LLLP | 1.42% | Add +0.8% | 22,929 | $4.4M |
| Rehmann Capital Advisory Group | 0.28% | Add +5.4% | 23,735 | $4.4M |
| Highland Capital Management, LLC | 0.25% | Reduce -2.1% | 22,922 | $4.4M |
| Carret Asset Management, LLC | 0.47% | Add +113.8% | 22,781 | $4.3M |
| FC Advisory LLC | 1.45% | Add +0.5% | 22,659 | $4.3M |
| Asset Management Group, Inc. | 0.61% | Reduce -3.8% | 22,630 | $4.3M |
| Valmark Advisers, Inc. | 0.07% | Add +3.5% | 22,590 | $4.3M |
| McKinley Carter Wealth Services, Inc. | 0.26% | Reduce -7.5% | 22,590 | $4.3M |
| D.A. Davidson & Co. | 0.04% | Add +16.3% | 22,519 | $4.3M |
| Sandy Spring Bank | 0.17% | Add +0.6% | 22,358 | $4.2M |
| Ferguson Wellman Capital Management, Inc. | 0.08% | Reduce -0.9% | 22,358 | $4.2M |
| Spire Wealth Management | 0.14% | Reduce -2.5% | 21,990 | $4.2M |
| Resurgent Financial Advisors LLC | 2.43% | Add +17.9% | 21,815 | $4.1M |
| Arkadios Wealth Advisors | 0.23% | Add +122.2% | 21,617 | $4.1M |
| Wealthspan Partners, LLC | 2.01% | Reduce -1.2% | 21,471 | $4.1M |
| Fiduciary Financial Group, LLC | 0.93% | Reduce -2.8% | 21,543 | $4.1M |
| Topel & Distasi Wealth Management, LLC | 1.68% | Reduce -3.2% | 21,359 | $4.1M |
| Premier Path Wealth Partners, LLC | 0.64% | Reduce -2.4% | 21,271 | $4.0M |
| Holistic Financial Partners | 1.91% | Reduce -1.8% | 20,865 | $4.0M |
| Sequoia Financial Advisors, LLC | 0.04% | Reduce -4.8% | 20,846 | $4.0M |
| Stillwater Capital Advisors, LLC | 0.51% | Add +0.3% | 20,791 | $3.9M |
| Stage Harbor Financial, LLC | 3.55% | Reduce -6.3% | 20,373 | $3.9M |
| Cary Street Partners Investment Advisory LLC | 0.14% | Reduce -1.9% | 20,439 | $3.9M |
| Magnus Financial Group LLC | 0.40% | Add +6.6% | 20,394 | $3.9M |
| EverSource Wealth Advisors, LLC | 0.24% | Reduce -9.0% | 20,371 | $3.9M |
| First Trust Advisors LP | 0.00% | New | 20,158 | $3.8M |
| Hall Kathryn A. | 0.80% | No change | 20,150 | $3.8M |
| Oarsman Capital, Inc. | 0.70% | Add +2.2% | 20,073 | $3.8M |
| Acropolis Investment Management, LLC | 0.23% | No change | 20,050 | $3.8M |
| Smith, Moore & Co. | 0.36% | Add +1.4% | 19,963 | $3.8M |
| 1900 Wealth Management LLC | 0.32% | No change | 19,833 | $3.8M |
| Watts Gwilliam & Co., LLC | 0.82% | — | 19,828 | $3.7M |
| Raffa Wealth Management, LLC | 0.90% | No change | 19,695 | $3.7M |
| Rinkey Investments | 1.21% | Reduce -3.4% | 19,686 | $3.7M |
| Caprock Group, LLC | 0.14% | Add +6.6% | 19,643 | $3.7M |
| Lanark Financial, Inc. | 0.31% | Add +1.7% | 19,554 | $3.7M |
| Harbor Investment Advisory, LLC | 0.36% | Add +0.2% | 19,441 | $3.7M |
| STAR Financial Bank | 2.47% | Reduce -6.5% | 19,311 | $3.7M |
| Millennium Management | 0.00% | New | 19,254 | $3.7M |
| St. Louis Trust Co | 0.51% | No change | 19,018 | $3.6M |
| Next Capital Management LLC | 1.47% | Add +1.4% | 18,962 | $3.6M |
| Mainstream Capital Management LLC | 3.04% | — | 18,851 | $3.6M |
| EPG Wealth Management LLC | 0.90% | Add +0.0% | 18,827 | $3.6M |
| Pointe Capital Management LLC | 2.06% | Add +21.1% | 18,558 | $3.5M |
| Focus Partners Advisor Solutions, LLC | 0.07% | Add +1.9% | 18,397 | $3.5M |
| Twin Focus Capital Partners, LLC | 0.55% | Reduce -11.8% | 18,376 | $3.5M |
| Western Wealth Management, LLC | 0.19% | Add +20.8% | 17,833 | $3.4M |
| Goodman Financial Corp | 0.75% | No change | 17,805 | $3.4M |
| Donald Smith & Co., Inc. | 0.08% | No change | 17,800 | $3.4M |
| Bryn Mawr Trust Advisors, LLC | 0.18% | Reduce -5.0% | 17,568 | $3.3M |
| Mma Asset Management LLC | 0.89% | Add +146.9% | 19,938 | $3.3M |
| Aprio Wealth Management, LLC | 0.53% | Add +2.8% | 17,481 | $3.3M |
| Simplicity Wealth,LLC | 0.31% | Reduce -82.6% | 17,457 | $3.3M |
| SOA Wealth Advisors, LLC. | 0.63% | Reduce -1.3% | 17,301 | $3.3M |
| Essex Financial Services, Inc. | 0.23% | Add +0.0% | 17,057 | $3.3M |
| Affinity Capital Advisors, LLC | 0.63% | Reduce -2.6% | 17,013 | $3.2M |
| Busey Bank | 0.10% | Reduce -0.5% | 16,922 | $3.2M |
| Becker Capital Management Inc. | 0.10% | Add +324.2% | 16,869 | $3.2M |
| 1834 Investment Advisors Co. | 0.37% | Reduce -1.1% | 16,790 | $3.2M |
| Provenance Wealth Advisors, LLC | 0.40% | Add +1.6% | 16,788 | $3.2M |
| Aaron Wealth Advisors LLC | 0.38% | No change | 16,747 | $3.2M |
| Avior Wealth Management, LLC | 0.13% | Reduce -45.5% | 16,701 | $3.2M |
| Quantum Portfolio Management LLC | 1.71% | Reduce -24.1% | 16,643 | $3.2M |
| Argent Trust Co | 0.13% | Add +6.8% | 16,468 | $3.1M |
| Opes Wealth Management LLC | 0.59% | No change | 16,294 | $3.1M |
| Unionview, LLC | 2.40% | Reduce -0.1% | 16,218 | $3.1M |
| Glenview Trust Co | 0.06% | Reduce -1.1% | 15,986 | $3.0M |
| Cornerstone Wealth Advisors, Inc. | 0.83% | Reduce -2.8% | 15,776 | $3.0M |
| Ancora Advisors LLC | 0.07% | Add +0.0% | 15,740 | $3.0M |
| Perigon Wealth Management, LLC | 0.08% | Reduce -2.2% | 15,723 | $3.0M |
| Grove Bank & Trust | 0.44% | Add +25.6% | 15,651 | $3.0M |
| Evermay Wealth Management LLC | 0.48% | Reduce -1.6% | 15,637 | $3.0M |
| Game Plan Financial Advisors, LLC | 1.58% | No change | 15,630 | $3.0M |
| Colorado Capital Management, Inc. | 1.46% | No change | 15,629 | $3.0M |
| Anchor Capital Advisors LLC | 0.08% | Reduce -13.6% | 15,579 | $3.0M |
| NTV Asset Management LLC | 0.39% | Reduce -0.3% | 15,561 | $3.0M |
| Kingsview Wealth Management, LLC | 0.06% | Reduce -1.7% | 15,547 | $3.0M |
| GAMCO Investors | 0.03% | Reduce -6.1% | 15,500 | $2.9M |
| GFS Advisors, LLC | 0.62% | Add +5613.3% | 15,426 | $2.9M |
| German American Bancorp, Inc. | 0.31% | Reduce -91.9% | 15,392 | $2.9M |
| Axxcess Wealth Management, LLC | 0.07% | Add +13.0% | 15,336 | $2.9M |
| Allen Investment Management, LLC | 0.03% | No change | 15,188 | $2.9M |
| Castle Wealth Management LLC | 1.15% | Reduce -0.4% | 15,184 | $2.9M |
| Foster Dykema Cabot & Partners, LLC | 0.24% | Add +16.6% | 15,073 | $2.9M |
| First Hawaiian Bank | 0.09% | Reduce -1.2% | 14,927 | $2.8M |
| Winthrop Advisory Group LLC | 0.35% | Add +7.0% | 14,896 | $2.8M |
| Boston Trust Walden Corp | 0.02% | No change | 14,849 | $2.8M |
| Verdence Capital Advisors LLC | 0.22% | Reduce -3.0% | 14,725 | $2.8M |
| Forum Financial Management, LP | 0.05% | No change | 14,685 | $2.8M |
| Pathway Financial Advisors LLC | 0.71% | Reduce -2.1% | 14,680 | $2.8M |
| Arvest Investments, Inc. | 0.42% | Add +5.0% | 14,602 | $2.8M |
| Mosaic Family Wealth Partners, LLC | 0.41% | Reduce -0.2% | 14,565 | $2.8M |
| Autumn Glory Partners, LLC | 1.06% | No change | 14,553 | $2.8M |
| Grant Street Asset Management, Inc. | 0.81% | Reduce -0.9% | 14,534 | $2.8M |
| Procyon Advisors, LLC | 0.19% | Reduce -0.6% | 14,493 | $2.8M |
| Ironsides Asset Advisors, LLC | 0.79% | Add +0.5% | 14,365 | $2.7M |
| TCW Group Inc. | 0.02% | New | 14,352 | $2.7M |
| Evanson Asset Management, LLC | 0.19% | Add +0.0% | 14,326 | $2.7M |
| Icon Wealth Advisors, LLC | 0.23% | Add +0.1% | 14,291 | $2.7M |
| First Western Trust Bank | 0.12% | Reduce -2.4% | 14,229 | $2.7M |
| Accredited Investors Inc. | 0.15% | No change | 14,210 | $2.7M |
| Founders Financial Alliance, LLC | 0.75% | Reduce -0.1% | 14,176 | $2.7M |
| T. Rowe Price Associates Inc. | 0.00% | Add +10.9% | 14,001 | $2.7M |
| Schaper Benz & Wise Investment Counsel Inc. | 0.21% | No change | 13,976 | $2.7M |
| Kanawha Capital Management LLC | 0.19% | Add +2.4% | 13,944 | $2.6M |
| Thompson Siegel & Walmsley LLC | 0.04% | Add +20.2% | 13,914 | $2.6M |
| Logan Capital Management Inc. | 0.11% | Add +8.2% | 13,767 | $2.6M |
| Cahaba Wealth Management, Inc. | 0.21% | Add +6.7% | 13,644 | $2.6M |
| Precedent Wealth Partners, LLC | 0.84% | Add +0.2% | 13,405 | $2.5M |
| WCG Wealth Advisors LLC | 0.17% | Reduce -1.1% | 13,329 | $2.5M |
| Ironwood Investment Counsel, LLC | 0.42% | Reduce -0.3% | 13,243 | $2.5M |
| W Advisors, LLC | 1.55% | Reduce -0.8% | 13,243 | $2.5M |
| Ascent Wealth Partners, LLC | 0.35% | Reduce -2.3% | 13,217 | $2.5M |
| Saxon Interests, Inc. | 1.13% | Add +1.3% | 13,031 | $2.5M |
| Monograph Wealth Advisors, LLC | 0.32% | Add +22.7% | 13,030 | $2.5M |
| Dixon Fnancial Services, Inc. | 1.31% | No change | 13,010 | $2.5M |
| Gilliland Jeter Wealth Management LLC | 0.79% | Add +2.8% | 12,952 | $2.5M |
| Dynasty Wealth Management, LLC | 0.07% | New | 8,870 | $2.5M |
| Summit Trail Advisors, LLC | 0.06% | Reduce -10.3% | 12,929 | $2.5M |
| Lion Street Advisors, LLC | 0.85% | Reduce -2.4% | 12,914 | $2.5M |
| RFG Advisory, LLC | 0.07% | Reduce -64.4% | 12,850 | $2.4M |
| Zions Bancorporation, N.A. | 0.18% | Add +2.9% | 12,841 | $2.4M |
| Joel Isaacson & Co., LLC | 0.11% | Add +1.6% | 12,635 | $2.4M |
| BigSur Wealth Management LLC | 0.66% | No change | 12,601 | $2.4M |
| Evercore Wealth Management, LLC | 0.04% | Reduce -2.2% | 12,595 | $2.4M |
| Custos Family Office, LLC | 0.87% | Reduce -1.4% | 12,586 | $2.4M |
| Quantinno Capital Management LP | 0.03% | Add +21.8% | 12,572 | $2.4M |
| Osborne Partners Capital Management, LLC | 0.13% | Add +0.7% | 12,486 | $2.4M |
| Almanack Investment Partners, LLC. | 0.37% | Reduce -0.9% | 12,409 | $2.4M |
| Baron Financial Group, LLC | 1.44% | Reduce -2.8% | 12,384 | $2.4M |
| Atlas Brown,Inc. | 0.81% | Add +0.1% | 12,330 | $2.3M |
| Vantagepoint Investment Advisers LLC | 0.30% | No change | 12,300 | $2.3M |
| Apollon Wealth Management, LLC | 0.07% | Add +0.1% | 12,285 | $2.3M |
| Intrepid Financial Planning Group LLC | 1.00% | Reduce -2.0% | 12,250 | $2.3M |
| Flow Traders U.S. LLC | 0.12% | New | 12,184 | $2.3M |
| Focus Financial Network, Inc. | 0.09% | Add +4.7% | 12,147 | $2.3M |
| Mycio Wealth Partners, LLC | 0.53% | Add +25.8% | 12,076 | $2.3M |
| ABLE Financial Group, LLC | 0.71% | Add +2.0% | 12,057 | $2.3M |
| Northeast Financial Consultants Inc | 0.10% | No change | 12,056 | $2.3M |
| Nicolet Bankshares Inc. | 0.45% | Reduce -12.8% | 11,760 | $2.2M |
| Clarius Group, LLC | 0.15% | No change | 11,606 | $2.2M |
| Ascent Group, LLC | 0.17% | Reduce -21.6% | 11,540 | $2.2M |
| Wealth Dimensions Group, Ltd. | 0.55% | Add +0.0% | 11,502 | $2.2M |
| JFG Wealth Management, LLC | 0.60% | Add +71.3% | 11,494 | $2.2M |
| Canandaigua National Bank & Trust Co. | 0.21% | Reduce -0.3% | 11,477 | $2.2M |
| New Republic Capital, LLC | 1.25% | Reduce -23.9% | 11,459 | $2.2M |
| Peapack Gladstone Financial Corp. | 0.03% | Add +0.1% | 11,422 | $2.2M |
| Berkshire Asset Management LLC | 0.11% | No change | 12,326 | $2.2M |
| London Co. of Virginia | 0.01% | Add +53.4% | 11,252 | $2.1M |
| Certified Advisory Corp | 0.24% | Reduce -0.3% | 11,203 | $2.1M |
| Allegheny Financial Group | 0.52% | Add +1.2% | 11,105 | $2.1M |
| Atalanta Sosnoff Capital, LLC | 0.04% | Add +45.8% | 11,062 | $2.1M |
| SilverOak Wealth Management LLC | 0.47% | No change | 11,005 | $2.1M |
| FAS Wealth Partners, Inc. | 0.17% | Reduce -0.1% | 10,978 | $2.1M |
| Tobias Financial Advisors, Inc. | 0.42% | Reduce -0.6% | 10,958 | $2.1M |
| Burke & Herbert Bank & Trust Co. | 0.48% | No change | 10,925 | $2.1M |
| WestHill Financial Advisors, Inc. | 0.46% | Reduce -2.2% | 10,919 | $2.1M |
| CJM Wealth Advisers, Ltd. | 0.71% | Add +0.5% | 10,909 | $2.1M |
| Flputnam Investment Management Co. | 0.04% | Reduce -2.7% | 11,024 | $2.1M |
| PFG Advisors | 0.13% | Reduce -1.8% | 10,807 | $2.1M |
| Gries Financial LLC | 0.38% | Add +7.3% | 10,784 | $2.0M |
| Verus Financial Partners, Inc. | 0.22% | Add +0.0% | 10,731 | $2.0M |
| Phillips Financial Management, LLC | 0.16% | Reduce -4.1% | 10,673 | $2.0M |
| CGN Advisors LLC | 0.20% | Reduce -0.9% | 10,642 | $2.0M |
| Avantax Planning Partners, Inc. | 0.07% | Reduce -10.4% | 10,575 | $2.0M |
| Brookstone Capital Management | 0.03% | Add +0.3% | 10,562 | $2.0M |
| Bond & Devick Financial Network, Inc. | 0.85% | Add +3.3% | 10,529 | $2.0M |
| Applied Finance Capital Management, LLC | 0.09% | New | 10,514 | $2.0M |
| CreativeOne Wealth, LLC | 0.07% | Add +395.9% | 10,509 | $2.0M |
| Park Avenue Securities LLC | 0.02% | Reduce -1.2% | 10,469 | $2.0M |
| B. Riley Wealth Advisors, Inc. | 0.06% | Reduce -18.6% | 10,484 | $2.0M |
| BluePointe Capital Management, LLC | 1.28% | Add +6.3% | 10,430 | $2.0M |
| Affiance Financial, LLC | 0.48% | Reduce -0.1% | 10,405 | $2.0M |
| Private Trust Co. NA | 0.20% | Add +12.8% | 10,390 | $2.0M |
| Ellevest, Inc. | 0.11% | Reduce -3.8% | 10,374 | $2.0M |
| McAdam, LLC | 0.11% | Add +1.9% | 10,345 | $2.0M |
| Walled Lake Planning & Wealth Management, LLC | 0.74% | Reduce -1.3% | 10,345 | $2.0M |
| Eldridge Investment Advisors, Inc. | 0.46% | Reduce -1.6% | 10,315 | $2.0M |
| jvl associates llc | 0.75% | Add +0.3% | 10,243 | $1.9M |
| Halpern Financial, Inc. | 0.50% | No change | 10,259 | $1.9M |
| Marshall Financial Group Inc. | 0.58% | Reduce -0.3% | 10,181 | $1.9M |
| Parkside Advisors LLC | 0.46% | Reduce -3.5% | 10,158 | $1.9M |
| BBR Partners, LLC | 0.15% | No change | 10,056 | $1.9M |
| GAMMA Investing LLC | 0.19% | Add +13.7% | 9,941 | $1.9M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.05% | Add +0.4% | 9,900 | $1.9M |
| Great Lakes Advisors, LLC | 0.02% | Reduce -50.3% | 9,823 | $1.9M |
| Element Pointe Advisors, LLC | 0.45% | No change | 9,766 | $1.9M |
| Nations Financial Group Inc, /Ia/ | 0.13% | Add +18.6% | 9,699 | $1.8M |
| Great Waters Wealth Management | 0.25% | Add +0.4% | 9,681 | $1.8M |
| Summit Financial Strategies, Inc. | 0.21% | No change | 9,653 | $1.8M |
| Sapient Capital LLC | 0.04% | Reduce -0.1% | 9,625 | $1.8M |
| Quotient Wealth Partners, LLC | 0.06% | Reduce -1.5% | 9,619 | $1.8M |
| Myecfo, LLC | 0.99% | Add +0.1% | 9,618 | $1.8M |
| Seneca Financial Advisors LLC | 0.88% | Add +0.4% | 9,505 | $1.8M |
| Lee Danner & Bass Inc. | 0.13% | Reduce -0.5% | 9,507 | $1.8M |
| National Bank of Canada | 0.00% | Reduce -22.0% | 9,500 | $1.8M |
| SouthState Bank Corp | 0.12% | Add +74.7% | 9,496 | $1.8M |
| Sound View Wealth Advisors Group, LLC | 0.15% | Add +32.6% | 9,464 | $1.8M |
| Adero Partners, LLC | 0.12% | No change | 9,450 | $1.8M |
| Beacon Financial Group | 0.19% | No change | 9,404 | $1.8M |
| Prosperity Planning, Inc. | 0.79% | Reduce -2.9% | 9,396 | $1.8M |
| Washington Trust Bank | 0.17% | Add +65.8% | 9,353 | $1.8M |
| Peloton Wealth Strategists | 0.71% | Add +0.9% | 9,290 | $1.8M |
| Keystone Wealth Services, LLC | 0.49% | Add +7.8% | 9,250 | $1.8M |
| Park Place Capital Corp | 0.50% | Reduce -0.8% | 9,129 | $1.7M |
| AE Wealth Management LLC | 0.02% | Add +5.3% | 9,118 | $1.7M |
| Cooper Financial Group | 0.22% | Reduce -1.3% | 9,074 | $1.7M |
| Wedbush Securities Inc. | 0.06% | Add +1.8% | 9,046 | $1.7M |
| Steph & Co. | 0.54% | Reduce -0.0% | 9,009 | $1.7M |
| Turtle Creek Wealth Advisors, LLC | 0.34% | Reduce -5.0% | 9,001 | $1.7M |
| Indiana Trust & Investment Management Co | 0.58% | Add +18.0% | 9,000 | $1.7M |
| Benedict Financial Advisors Inc. | 0.40% | Reduce -3.1% | 8,978 | $1.7M |
| Maryland Capital Advisors Inc. | 0.83% | Reduce -0.4% | 8,964 | $1.7M |
| Mattern Capital Management, LLC | 0.21% | No change | 8,871 | $1.7M |
| Next Level Private LLC | 0.69% | Add +0.0% | 8,861 | $1.7M |
| Northeast Investment Management | 0.08% | Add +4.1% | 8,850 | $1.7M |
| Glass Jacobson Investment Advisors llc | 0.55% | Reduce -5.7% | 8,691 | $1.6M |
| Florida Trust Wealth Management Co | 0.05% | Add +57.2% | 8,672 | $1.6M |
| Baron Silver Stevens Financial Advisors, LLC | 0.29% | No change | 8,649 | $1.6M |
| Gryphon Financial Partners LLC | 0.23% | Reduce -8.1% | 8,632 | $1.6M |
| GenWealth Group, Inc. | 0.38% | Reduce -1.0% | 8,624 | $1.6M |
| Breed's Hill Capital LLC | 1.34% | No change | 8,603 | $1.6M |
| Fiduciary Trust Co | 0.02% | Reduce -4.5% | 8,578 | $1.6M |
| Clifford Group, LLC | 1.27% | Reduce -3.6% | 8,576 | $1.6M |
| Colonial Trust Co / SC | 0.25% | Add +2.1% | 8,452 | $1.6M |
| Pinnacle Associates Ltd. | 0.03% | Reduce -3.3% | 9,703 | $1.6M |
| Paragon Financial Partners, Inc. | 1.17% | Add +0.2% | 8,448 | $1.6M |
| Pure Financial Advisors, LLC | 0.04% | Reduce -7.0% | 8,385 | $1.6M |
| Rf&l Wealth Management, LLC | 1.13% | Add +3.6% | 8,382 | $1.6M |
| Intrust Bank NA | 0.16% | Add +0.2% | 8,360 | $1.6M |
| Merit Financial Group, LLC | 0.04% | Add +58.3% | 8,235 | $1.6M |
| Global Wealth Management, LLC | 1.06% | — | 8,220 | $1.6M |
| Concurrent Investment Advisors, LLC | 0.05% | Add +8.5% | 8,197 | $1.6M |
| Greenleaf Trust | 0.01% | Add +61.5% | 8,187 | $1.6M |
| Larson Financial Group LLC | 0.09% | Reduce -2.1% | 8,170 | $1.6M |
| SpiderRock Advisors, LLC | 0.03% | Add +26.7% | 8,138 | $1.5M |
| American Financial Advisors, LLC | 0.21% | Reduce -1.5% | 8,072 | $1.5M |
| Barrett & Company, Inc. | 0.66% | Add +1.8% | 8,021 | $1.5M |
| True North Advisors, LLC | 0.40% | No change | 8,013 | $1.5M |
| Luts & Greenleigh Group, Inc. | 1.46% | Add +1.9% | 8,003 | $1.5M |
| Atria Investments, Inc | 0.02% | Reduce -76.6% | 7,959 | $1.5M |
| Bruce G. Allen Investments, LLC | 1.17% | Reduce -1.8% | 7,956 | $1.5M |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.01% | No change | 7,920 | $1.5M |
| Verum Partners LLC | 0.44% | Reduce -30.1% | 7,946 | $1.5M |
| Seven Mile Advisory | 0.99% | No change | 7,911 | $1.5M |
| Jordan Park Group LLC | 0.10% | Reduce -7.7% | 7,852 | $1.5M |
| Nabity-Jensen Investment Management Inc | 1.14% | No change | 7,818 | $1.5M |
| LRI Investments, LLC | 0.14% | Add +218.0% | 7,647 | $1.5M |
| Renaissance Technologies | 0.00% | Reduce -18.8% | 7,800 | $1.5M |
| Bensler, LLC | 0.19% | Add +0.0% | 7,770 | $1.5M |
| Sax Wealth Advisors, LLC | 0.13% | Add +1.3% | 7,740 | $1.5M |
| Cohen & Steers, Inc. | 0.00% | No change | 7,719 | $1.5M |
| Kornitzer Capital Management Inc. | 0.03% | No change | 7,665 | $1.5M |
| Anchor Investment Management, LLC | 0.14% | Reduce -11.1% | 7,655 | $1.5M |
| DRW Securities, LLC | 0.08% | Add +221.7% | 7,651 | $1.5M |
| Eagle Strategies LLC | 0.26% | Reduce -0.8% | 7,649 | $1.5M |
| Key Financial Inc | 0.32% | Reduce -0.4% | 7,647 | $1.5M |
| RFP Financial Group LLC | 0.47% | No change | 7,616 | $1.4M |
| Vista Capital Partners, Inc. | 0.17% | No change | 7,607 | $1.4M |
| Cambridge Capital Management, LLC | 0.94% | Add +0.1% | 7,565 | $1.4M |
| IFP Advisors, Inc | 0.05% | Add +4.1% | 7,516 | $1.4M |
| Mayport, LLC | 0.46% | No change | 7,500 | $1.4M |
| Apella Capital, LLC | 0.06% | Reduce -3.6% | 7,514 | $1.4M |
| Collective Family Office LLC | 0.39% | Reduce -0.5% | 7,468 | $1.4M |
| U.S. Capital Wealth Advisors, LLC | 0.05% | Reduce -14.6% | 7,454 | $1.4M |
| Bradley Foster & Sargent Inc. | 0.02% | Add +0.4% | 7,438 | $1.4M |
| Natixis | 0.01% | Add +1.1% | 7,437 | $1.4M |
| International Assets Investment Management, LLC | 0.11% | Add +9.2% | 7,416 | $1.4M |
| TFO Wealth Partners, LLC | 0.26% | No change | 7,402 | $1.4M |
| Wick Capital Partners, LLC | 0.45% | Reduce -5.2% | 7,377 | $1.4M |
| Cardiff Park Advisors, LLC | 0.13% | Add +0.1% | 7,363 | $1.4M |
| Financial Advocates Investment Management | 0.08% | Add +71.3% | 9,920 | $1.4M |
| Litman Gregory Wealth Management LLC | 0.12% | No change | 7,340 | $1.4M |
| Market Street Wealth Management Advisors LLC | 0.23% | No change | 7,338 | $1.4M |
| Wetzel Investment Advisors, Inc. | 0.70% | Reduce -0.3% | 7,254 | $1.4M |
| Vance Wealth, LLC | 0.52% | Reduce -0.1% | 7,240 | $1.4M |
| Rothschild Wealth LLC | 0.41% | Add +71.6% | 2,408 | $1.4M |
| Opus Capital Group, LLC | 0.17% | Reduce -0.6% | 7,217 | $1.4M |
| Foster & Motley Inc. | 0.09% | New | 7,162 | $1.4M |
| Financial Advisors, LLC | 0.26% | No change | 7,100 | $1.3M |
| Garde Capital, Inc. | 0.09% | No change | 7,095 | $1.3M |
| Enclave Advisors LLC | 0.23% | — | 7,096 | $1.3M |
| SIMA Wealth Partners, LLC | 1.17% | Reduce -45.0% | 7,082 | $1.3M |
| Earned Wealth Advisors, LLC | 0.41% | No change | 7,046 | $1.3M |
| Farmers & Merchants Investments Inc. | 0.04% | Add +0.8% | 7,046 | $1.3M |
| Lyrical Asset Management LP | 0.02% | New | 7,023 | $1.3M |
| Guardian Wealth Advisors, LLC / NC | 0.14% | Add +0.2% | 6,890 | $1.3M |
| Capital Investment Advisors, LLC | 0.03% | Reduce -0.5% | 6,883 | $1.3M |
| Chemung Canal Trust Co. | 0.26% | Add +3.0% | 6,864 | $1.3M |
| Marcum Wealth, LLC | 0.12% | Reduce -2.4% | 6,860 | $1.3M |
| Whitegate Investment Counselors, Inc. | 0.35% | Reduce -2.4% | 6,853 | $1.3M |
| West Michigan Advisors, LLC | 0.39% | Reduce -0.1% | 6,833 | $1.3M |
| BHK Investment Advisors, LLC | 0.48% | Add +0.8% | 6,827 | $1.3M |
| Johnson Bixby & Associates, LLC | 0.20% | Reduce -10.2% | 6,818 | $1.3M |
| Capital Asset Advisory Services LLC | 0.06% | Add +33.2% | 6,753 | $1.3M |
| Asset Dedication, LLC | 0.09% | Reduce -2.9% | 6,678 | $1.3M |
| Two Sigma Securities, LLC | 0.10% | New | 6,671 | $1.3M |
| Thomasville National Bank | 0.09% | No change | 6,647 | $1.3M |
| David Kennon Inc | 0.50% | Add +2.2% | 6,632 | $1.3M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.19% | Reduce -0.5% | 6,621 | $1.3M |
| Matrix Asset Advisors Inc. | 0.14% | Add +14.1% | 6,604 | $1.3M |
| Northstar Group, Inc. | 0.23% | Add +0.1% | 6,586 | $1.3M |
| Accurate Wealth Management, LLC | 0.25% | Reduce -3.8% | 6,459 | $1.2M |
| Global Strategic Investment Solutions, LLC | 0.14% | Add +0.5% | 6,507 | $1.2M |
| Paladin Advisory Group, LLC | 0.91% | Add +73.8% | 6,502 | $1.2M |
| Fiducient Advisors LLC | 0.14% | Reduce -24.7% | 6,464 | $1.2M |
| Wesbanco Bank Inc. | 0.04% | Add +0.2% | 6,460 | $1.2M |
| Stableford Capital II LLC | 0.49% | No change | 6,403 | $1.2M |
| Castleark Management LLC | 0.05% | No change | 6,400 | $1.2M |
| Tranquility Partners, LLC | 0.44% | Add +1.5% | 6,370 | $1.2M |
| VeraBank, N.A. | 0.35% | No change | 6,363 | $1.2M |
| Embree Financial Group | 0.21% | Add +0.3% | 6,347 | $1.2M |
| Mascoma Wealth Management LLC | 0.30% | No change | 6,330 | $1.2M |
| First Manhattan Co. Llc. | 0.00% | Add +13.0% | 6,317 | $1.2M |
| Geneos Wealth Management Inc. | 0.05% | Add +0.1% | 6,314 | $1.2M |
| Strategic Blueprint, LLC | 0.07% | Add +0.1% | 6,291 | $1.2M |
| Fairhaven Wealth Management, LLC | 0.36% | No change | 6,234 | $1.2M |
| TCI Wealth Advisors, Inc. | 0.10% | Reduce -3.7% | 6,228 | $1.2M |
| Amplius Wealth Advisors, LLC | 0.13% | No change | 6,222 | $1.2M |
| Objective Capital Management, LLC | 0.69% | — | 6,218 | $1.2M |
| KMG Fiduciary Partners, LLC | 0.10% | Reduce -11.5% | 6,216 | $1.2M |
| QRG Capital Management, Inc. | 0.01% | Add +19.2% | 6,205 | $1.2M |
| Forvis Mazars Wealth Advisors, LLC | 0.03% | Reduce -17.4% | 6,202 | $1.2M |
| Horizon Wealth Management, LLC | 0.23% | New | 6,198 | $1.2M |
| Level Four Advisory Services, LLC | 0.05% | Add +0.7% | 6,231 | $1.2M |
| Vawter Financial, Ltd. | 0.71% | No change | 6,137 | $1.2M |
| Schechter Investment Advisors, LLC | 0.09% | Reduce -4.6% | 6,122 | $1.2M |
| Cascade Wealth Advisors, Inc | 0.83% | Reduce -1.3% | 6,117 | $1.2M |
| High Probability Advisors, LLC | 0.20% | No change | 6,116 | $1.2M |
| Coldstream Capital Management Inc. | 0.02% | Reduce -8.6% | 6,084 | $1.2M |
| Trust Co of the South | 0.24% | No change | 6,078 | $1.2M |
| Harbour Investments, Inc. | 0.03% | Add +14.5% | 6,076 | $1.2M |
| Freestone Capital Holdings, LLC | 0.04% | Add +0.1% | 6,060 | $1.2M |
| PFG Investments, LLC | 0.07% | Reduce -4.1% | 6,059 | $1.2M |
| Sharkey, Howes & Javer | 0.16% | Add +5.8% | 6,028 | $1.1M |
| Sigma Investment Counselors Inc. | 0.07% | Add +0.9% | 6,005 | $1.1M |
| Elevate Wealth Advisory, Inc. | 0.84% | Reduce -3.3% | 5,990 | $1.1M |
| Ritholtz Wealth Management | 0.03% | Add +52.7% | 5,988 | $1.1M |
| Alamar Capital Management, LLC | 0.63% | Reduce -14.6% | 5,976 | $1.1M |
| SkyView Investment Advisors, LLC | 0.19% | No change | 5,975 | $1.1M |
| Fragasso Financial Advisors Inc | 0.09% | Reduce -4.8% | 5,967 | $1.1M |
| WMS Partners, LLC | 0.06% | Add +14.6% | 5,966 | $1.1M |
| Apexium Financial, LP | 0.07% | Add +2.6% | 5,964 | $1.1M |
| National Philanthropic Trust | 0.02% | No change | 5,925 | $1.1M |
| Mgo One Seven LLC | 0.05% | Add +162.5% | 5,924 | $1.1M |
| Coastline Trust Co | 0.13% | Reduce -2.1% | 5,904 | $1.1M |
| Farther Finance Advisors, LLC | 0.04% | Add +65.3% | 5,899 | $1.1M |
| Csenge Advisory Group | 0.06% | Reduce -48.8% | 5,811 | $1.1M |
| First Foundation Advisors | 0.04% | Add +11.1% | 5,854 | $1.1M |
| Encompass Wealth Advisors, LLC | 0.28% | Reduce -1.5% | 5,818 | $1.1M |
| Middleton & Co. Inc. | 0.12% | No change | 5,816 | $1.1M |
| World Investment Advisors | 0.03% | Reduce -21.1% | 5,804 | $1.1M |
| HUB Investment Partners, LLC | 0.05% | Add +0.1% | 5,801 | $1.1M |
| City Holding Co. | 0.15% | Add +1.9% | 5,779 | $1.1M |
| Coppell Advisory Solutions LLC | 0.16% | Reduce -21.6% | 5,792 | $1.1M |
| Jacobi Capital Management LLC | 0.08% | New | 5,756 | $1.1M |
| Good Life Advisors, LLC | 0.07% | Add +185.3% | 5,752 | $1.1M |
| Etfidea, LLC | 0.34% | Reduce -9.5% | 5,704 | $1.1M |
| Fifth Third Wealth Advisors LLC | 0.07% | Add +86.7% | 5,696 | $1.1M |
| Thrive Wealth Management, LLC | 0.20% | Reduce -2.9% | 5,695 | $1.1M |
| Sendero Wealth Management, LLC | 0.17% | No change | 5,693 | $1.1M |
| Advisors Capital Management, LLC | 0.02% | Reduce -6.6% | 5,690 | $1.1M |
| Cornerstone Wealth Management, LLC | 0.08% | Reduce -0.9% | 5,675 | $1.1M |
| Moneco Advisors, LLC | 0.13% | Add +0.2% | 5,670 | $1.1M |
| Harvest Investment Services, LLC | 0.34% | Add +3.1% | 5,633 | $1.1M |
| Betterment LLC | 0.00% | Add +16.5% | 5,613 | $1.1M |
| Patten Group, Inc. | 0.24% | Reduce -5.3% | 5,608 | $1.1M |
| Compound Planning, Inc. | 0.07% | Add +16.1% | 5,602 | $1.1M |
| Choate Investment Advisors | 0.03% | Reduce -13.3% | 5,586 | $1.1M |
| Tsfg, LLC | 0.23% | Reduce -2.2% | 5,565 | $1.1M |
| Nicolet Advisory Services, LLC | 0.10% | Add +30.1% | 5,547 | $1.0M |
| Summit X, LLC | 0.25% | No change | 5,971 | $1.0M |
| Fifth Third Securities, Inc. | 0.10% | Reduce -11.7% | 5,474 | $1.0M |
| First National Trust Co | 0.04% | Reduce -8.4% | 5,462 | $1.0M |
| Investment Advisory Group, LLC | 0.36% | No change | 5,447 | $1.0M |
| Coastal Bridge Advisors, LLC | 0.26% | No change | 5,438 | $1.0M |
| Apollon Financial, LLC | 0.30% | Add +68.7% | 5,432 | $1.0M |
| Pacific Financial Group Inc. | 0.75% | Reduce -5.1% | 5,400 | $1.0M |
| Cambridge Financial Group, LLC | 0.43% | Reduce -8.2% | 5,387 | $1.0M |
| Staley Capital Advisers Inc. | 0.05% | No change | 5,358 | $1.0M |
| First Financial Corp. | 0.48% | Reduce -1.7% | 5,350 | $1.0M |
| WealthShield Partners, LLC | 0.14% | Add +8.1% | 5,321 | $1.0M |
| Parisi Gray Wealth Management | 0.33% | Add +0.3% | 5,308 | $1.0M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.03% | Add +1.1% | 5,300 | $1.0M |
| BlueChip Wealth Advisors LLC | 0.52% | Add +8.7% | 5,269 | $1.0M |
| Core Wealth Advisors, Inc. | 0.32% | Reduce -6.3% | 5,246 | $996K |
| Texas Capital Bank Wealth Management Services Inc | 0.10% | Add +3.4% | 5,231 | $993K |
| Hoese & Co LLP | 0.83% | No change | 5,224 | $992K |
| Brown Financial Advisory | 0.70% | No change | 5,207 | $988K |
| Live Oak Private Wealth LLC | 0.16% | Add +7.0% | 5,202 | $987K |
| Plante Moran Financial Advisors, LLC | 0.08% | Add +4.4% | 5,168 | $981K |
| Investmark Advisory Group LLC | 0.47% | Add +0.2% | 5,141 | $976K |
| Lake Street Advisors Group, LLC | 0.04% | Add +0.1% | 5,104 | $969K |
| Hemington Wealth Management | 0.26% | Add +0.4% | 5,150 | $966K |
| CENTRAL TRUST Co | 0.02% | Add +2.7% | 5,087 | $966K |
| Financial Insights, Inc. | 0.31% | No change | 5,081 | $964K |
| Private Portfolio Partners LLC | 0.18% | New | 5,052 | $959K |
| S&co Inc. | 0.06% | No change | 5,050 | $958K |
| Meridian Wealth Management, LLC | 0.05% | New | 5,034 | $955K |
| Diversify Wealth Management, LLC | 0.09% | New | 4,982 | $951K |
| Beaumont Financial Advisors, LLC | 0.07% | Reduce -12.9% | 5,005 | $950K |
| Regent Peak Wealth Advisors LLC | 0.22% | No change | 4,998 | $949K |
| Uptick Partners, LLC | 0.40% | Add +12.3% | 4,973 | $944K |
| Bailard, Inc. | 0.02% | No change | 4,934 | $936K |
| Trust Point Inc. | 0.07% | Add +86.3% | 4,913 | $932K |
| Arax Advisory Partners | 0.08% | Add +0.5% | 4,898 | $930K |
| McClarren Financial Advisors, Inc. | 0.12% | Add +46.2% | 1,785 | $929K |
| Townsquare Capital LLC | 0.01% | Add +11.0% | 4,872 | $925K |
| Morris Financial Concepts, Inc. | 0.40% | Reduce -7.6% | 4,857 | $922K |
| First Bank & Trust | 0.17% | Reduce -2.9% | 4,857 | $922K |
| Welch & Forbes LLC | 0.01% | No change | 4,850 | $921K |
| Annex Advisory Services, LLC | 0.03% | Add +0.3% | 4,844 | $919K |
| Calamos Wealth Management LLC | 0.05% | Add +24.6% | 4,838 | $918K |
| James Investment Research, Inc. | 0.10% | Reduce -4.9% | 4,777 | $907K |
| Journey Strategic Wealth LLC | 0.03% | Reduce -27.5% | 4,774 | $906K |
| Vontobel Holding Ltd. | 0.00% | No change | 4,764 | $904K |
| Bogart Wealth, LLC | 0.04% | Add +5.5% | 4,753 | $902K |
| Connecticut Wealth Management, LLC | 0.04% | Reduce -16.5% | 4,733 | $898K |
| Paragon Capital Management Ltd | 0.18% | Reduce -2.6% | 4,701 | $892K |
| Legacy Trust | 0.20% | No change | 4,695 | $891K |
| Chesley Taft & Associates LLC | 0.04% | Add +2.2% | 4,687 | $890K |
| Adirondack Trust Co. | 0.34% | Add +19.7% | 4,687 | $890K |
| Willow Creek Wealth Management Inc. | 0.09% | No change | 4,679 | $888K |
| Personal Cfo Solutions, LLC | 0.12% | Reduce -43.0% | 4,664 | $885K |
| Courier Capital LLC | 0.06% | Add +1.0% | 4,652 | $883K |
| Lakewood Asset Management LLC | 0.60% | Reduce -0.3% | 4,625 | $878K |
| Clearbridge Investments, LLC | 0.00% | New | 4,613 | $876K |
| Dana Investment Advisors, Inc. | 0.03% | Add +15.3% | 4,598 | $873K |
| Hilltop Holdings Inc. | 0.06% | Reduce -12.3% | 4,584 | $870K |
| Atlantic Union Bankshares Corp | 0.05% | Reduce -6.7% | 4,579 | $869K |
| Guidance Point Advisors, LLC | 0.26% | Add +0.4% | 4,558 | $865K |
| Veracity Capital LLC | 0.33% | No change | 4,559 | $865K |
| Regimen Wealth, LLC | 0.28% | Reduce -0.1% | 4,527 | $859K |
| American Investment Services, Inc. | 0.14% | No change | 4,526 | $859K |
| Barnett & Company, Inc. | 0.57% | No change | 4,525 | $859K |
| Cyndeo Wealth Partners, LLC | 0.06% | Reduce -0.0% | 4,517 | $857K |
| Evergreen Advisors, LLC | 0.23% | Reduce -4.6% | 4,480 | $850K |
| CRA Financial Services, LLC | 0.16% | Reduce -1.6% | 4,480 | $850K |
| Darwin Wealth Management, LLC | 0.23% | New | 4,479 | $850K |
| Capital World Investors | 0.00% | New | 4,484 | $849K |
| Invenio Wealth Partners LLC | 0.37% | No change | 4,453 | $845K |
| Hoge Financial Services, LLC | 0.64% | Add +0.5% | 4,450 | $845K |
| Symmetry Partners, LLC | 0.20% | New | 4,433 | $841K |
| Flagship Harbor Advisors, LLC | 0.05% | Reduce -6.3% | 4,423 | $839K |
| Ashton Thomas Securities, LLC | 0.16% | Reduce -13.4% | 4,407 | $836K |
| Cadence Bank | 0.06% | New | 4,396 | $834K |
| Matthew Goff Investment Advisor, LLC | 0.16% | Reduce -0.4% | 4,392 | $834K |
| Integrated Advisors Network LLC | 0.04% | Add +0.4% | 4,386 | $832K |
| Renasant Bank | 0.55% | Reduce -1.6% | 4,383 | $832K |
| BSW Wealth Partners | 0.12% | No change | 4,358 | $827K |
| Independent Financial Group, LLC | 0.03% | Reduce -10.5% | 4,357 | $827K |
| Bedel Financial Consulting, Inc. | 0.12% | Add +1.8% | 4,347 | $825K |
| Palisade Asset Management, LLC | 0.08% | Add +0.0% | 4,318 | $820K |
| Dakota Wealth Management | 0.02% | Add +0.1% | 4,315 | $819K |
| Woodmont Investment Counsel LLC | 0.06% | Add +6.0% | 4,277 | $812K |
| Lowery Thomas, LLC | 0.55% | Add +0.5% | 4,231 | $803K |
| Nvest Financial, LLC | 0.46% | Reduce -0.6% | 4,230 | $803K |
| Private Capital Management LLC | 0.14% | Add +29.3% | 4,215 | $800K |
| Curi Capital, LLC | 0.02% | Reduce -26.4% | 4,212 | $799K |
| Wellington Management Group LLP | 0.00% | Add +0.2% | 4,210 | $799K |
| Alpha Financial Advisors, LLC | 0.35% | No change | 4,197 | $797K |
| First United Bank & Trust | 0.29% | No change | 4,187 | $795K |
| CVA Family Office, LLC | 0.13% | Reduce -18.6% | 4,183 | $794K |
| Lowe Brockenbrough & Co. Inc. | 0.05% | Add +9.6% | 4,177 | $793K |
| Legacy Advisors, LLC | 0.09% | Reduce -1.9% | 4,168 | $791K |
| Partners in Financial Planning | 0.16% | No change | 4,149 | $787K |
| Forthright Family Wealth Advisory LLC | 0.51% | Add +3.7% | 4,018 | $787K |
| Macquarie Group Ltd. | 0.00% | New | 4,134 | $785K |
| Evergreen Capital Management LLC | 0.03% | No change | 4,135 | $785K |
| MIdWestOne Financial Group, Inc. | 0.11% | No change | 4,130 | $784K |
| Empower Advisory Group, LLC | 0.00% | Reduce -16.0% | 4,112 | $780K |
| Virtue Capital Management, LLC | 0.15% | Reduce -11.7% | 4,039 | $767K |
| Golden Road Advisors LLC | 0.60% | Reduce -0.0% | 4,036 | $766K |
| Continuum Advisory, LLC | 0.10% | Add +0.0% | 3,939 | $763K |
| Ssi Investment Management LLC | 0.29% | No change | 4,020 | $763K |
| Capital Investment Advisory Services, LLC | 0.07% | Add +3.3% | 4,017 | $762K |
| Bantamac Capital, LLC | 0.37% | No change | 4,000 | $759K |
| MWA Asset Management | 0.50% | Reduce -6.1% | 3,980 | $755K |
| Pinnacle Wealth Management Advisory Group, LLC | 0.07% | Reduce -3.2% | 3,978 | $755K |
| DiNuzzo Private Wealth, Inc. | 0.09% | Add +80.4% | 3,958 | $751K |
| Mayflower Financial Advisors, LLC | 0.11% | Reduce -6.8% | 3,958 | $751K |
| Berkeley, Inc | 0.22% | Add +100.0% | 3,942 | $748K |
| Occidental Asset Management, LLC | 0.12% | No change | 3,939 | $748K |
| Brendel Financial Advisors LLC | 0.42% | Reduce -3.5% | 3,923 | $745K |
| Bristlecone Advisors, LLC | 0.06% | Add +21.7% | 3,920 | $744K |
| Robinson Value Management, Ltd. | 0.48% | Reduce -4.5% | 3,919 | $744K |
| Emprise Bank | 0.43% | Reduce -1.2% | 3,908 | $742K |
| Fort Sheridan Advisors LLC | 0.11% | Add +5.8% | 3,892 | $739K |
| Benchmark Financial Wealth Advisors, LLC | 0.25% | Add +25.5% | 3,873 | $735K |
| Charter Oak Capital Management, LLC | 0.07% | Add +8.4% | 3,870 | $735K |
| Balyasny Asset Management L.P. | 0.00% | Reduce -78.7% | 3,862 | $733K |
| Debussy Capital Management LP | 0.21% | Add +0.3% | 3,861 | $733K |
| Stonebrook Private Inc. | 0.19% | Add +1.9% | 3,861 | $733K |
| Atlas Capital Advisors Inc. | 0.11% | Add +63.8% | 3,809 | $723K |
| Sunpointe, LLC | 0.59% | No change | 3,802 | $722K |
| Stanley-Laman Group, Ltd. | 0.09% | No change | 3,795 | $720K |
| Walkner Condon Financial Advisors LLC | 0.15% | Reduce -4.9% | 3,791 | $720K |
| Secure Asset Management, LLC | 0.12% | Add +0.2% | 3,790 | $719K |
| William Howard & Co Financial Advisors Inc | 0.61% | Add +0.5% | 3,762 | $714K |
| Root Financial Partners, LLC | 0.11% | Add +82.7% | 3,759 | $713K |
| Empire Financial Management Company, LLC | 0.22% | No change | 3,758 | $713K |
| Rodgers & Associates, LTD | 0.09% | Reduce -2.2% | 3,755 | $713K |
| Capital International Investors | 0.00% | New | 3,764 | $712K |
| Hamilton Capital, LLC | 0.05% | No change | 3,779 | $709K |
| SeaCrest Wealth Management, LLC | 0.08% | Reduce -1.9% | 3,711 | $704K |
| Moss Adams Wealth Advisors LLC | 0.08% | Add +31.5% | 3,707 | $704K |
| Roble, Belko & Company, Inc | 0.11% | Reduce -3.8% | 3,705 | $703K |
| Moloney Securities Asset Management, LLC | 0.09% | Add +1.3% | 3,695 | $701K |
| Lutz Financial Services LLC | 0.06% | No change | 3,685 | $699K |
| Eight 31 Financial, LLC | 0.54% | Add +29.7% | 3,684 | $699K |
| Chapin Davis, Inc. | 0.23% | Reduce -0.3% | 3,677 | $698K |
| Advisor OS, LLC | 0.07% | Add +78.0% | 3,668 | $696K |
| Aft, Forsyth & Company, Inc. | 0.34% | Add +0.2% | 3,667 | $696K |
| Archford Capital Strategies, LLC | 0.10% | No change | 3,610 | $696K |
| Westmount Partners, LLC | 0.21% | No change | 3,660 | $695K |
| Perennial Investment Advisors, LLC | 0.09% | Add +0.1% | 3,646 | $692K |
| Washington Trust Advisors, Inc. | 0.06% | Add +4.5% | 3,625 | $688K |
| Main Street Financial Solutions, LLC | 0.06% | Add +4.2% | 3,620 | $687K |
| Bison Wealth, LLC | 0.11% | Add +76.1% | 3,619 | $687K |
| Atlanta Consulting Group Advisors, LLC | 0.17% | Reduce -65.9% | 3,608 | $685K |
| Hanover Advisors Inc. | 0.29% | No change | 3,604 | $684K |
| Ballew Advisors, Inc | 0.46% | No change | 3,591 | $682K |
| GYL Financial Synergies, LLC | 0.05% | Reduce -2.2% | 3,572 | $678K |
| Hazlett, Burt & Watson, Inc. | 0.31% | Add +70.7% | 3,572 | $677K |
| One Wealth Advisors, LLC | 0.10% | No change | 3,556 | $675K |
| Independence Bank of Kentucky | 0.14% | Reduce -1.3% | 3,550 | $674K |
| Financial Guidance Group, Inc. | 0.39% | Reduce -0.6% | 3,542 | $672K |
| Iams Wealth Management, LLC | 0.33% | Add +3.1% | 3,540 | $672K |
| Horan Securities, Inc. | 0.26% | Reduce -4.7% | 3,535 | $671K |
| Bourgeon Capital Management LLC | 0.13% | No change | 3,528 | $670K |
| Archer Investment Corp | 0.18% | Reduce -0.7% | 3,523 | $669K |
| Silver Oak Securities, Incorporated | 0.07% | Add +2595.4% | 3,531 | $668K |
| Waterfront Wealth Inc. | 0.16% | Add +5.5% | 3,519 | $668K |
| Lunt Capital Management, Inc. | 0.31% | No change | 3,520 | $668K |
| Aveo Capital Partners, LLC | 0.07% | Reduce -86.7% | 3,490 | $662K |
| Warner Financial, Inc. | 0.29% | Add +0.5% | 3,489 | $662K |
| Wrapmanager Inc. | 0.17% | Reduce -2.8% | 3,469 | $658K |
| CWA Asset Management Group, LLC | 0.04% | — | 3,466 | $658K |
| Greenup Street Wealth Management LLC | 0.14% | Reduce -2.0% | 3,459 | $657K |
| Mason Investment Advisory Services, Inc. | 0.04% | Add +0.5% | 3,451 | $655K |
| Auxano Advisors, LLC | 0.17% | No change | 3,442 | $653K |
| Foundations Investment Advisors, LLC | 0.01% | Add +13.6% | 3,438 | $653K |
| Cornell Pochily Investment Advisors, Inc. | 0.23% | Add +6.2% | 3,414 | $648K |
| Capital Group Private Client Services, Inc. | 0.01% | Reduce -1.6% | 3,412 | $648K |
| Prosperity Consulting Group, LLC | 0.05% | Reduce -16.3% | 3,387 | $643K |
| Leavell Investment Management, Inc. | 0.03% | No change | 3,379 | $641K |
| Rockbridge Investment Management, LCC | 0.08% | Add +2.1% | 3,371 | $640K |
| Miller Investment Management, LP | 0.07% | No change | 3,368 | $639K |
| Meeder Advisory Services, Inc. | 0.04% | Add +8.0% | 3,364 | $639K |
| Titleist Asset Management, LLC | 0.09% | Add +5.2% | 3,344 | $635K |
| Melfa Wealth Management, Inc. | 0.42% | No change | 3,330 | $632K |
| BOK Financial Private Wealth, Inc. | 0.05% | No change | 3,329 | $632K |
| Catalina Capital Group, LLC | 0.21% | Add +4.4% | 3,307 | $628K |
| Sigma Planning Corp | 0.02% | Reduce -0.7% | 3,301 | $627K |
| Charles Schwab Trust Co | 0.05% | No change | 3,293 | $625K |
| First Commonwealth Financial Corp | 0.15% | Add +84.2% | 3,291 | $625K |
| MassMutual Private Wealth & Trust, FSB | 0.02% | Reduce -13.8% | 3,267 | $620K |
| TFB Advisors LLC | 0.18% | Reduce -1.8% | 3,246 | $616K |
| Texas Yale Capital Corp. | 0.03% | New | 3,240 | $615K |
| Greenwood Gearhart LLC | 0.05% | Add +1.7% | 3,212 | $610K |
| Pinnacle Wealth Management Group, Inc. | 0.38% | Reduce -88.0% | 3,210 | $609K |
| Columbia Bank | 0.22% | Add +78.7% | 3,203 | $608K |
| Exencial Wealth Advisors, LLC | 0.02% | Add +6.4% | 3,190 | $605K |
| Ellis Investment Partners, LLC | 0.12% | Reduce -1.6% | 3,188 | $605K |
| Cassady Schiller Wealth Management, LLC | 0.22% | No change | 3,182 | $604K |
| Transcend Capital Advisors, LLC | 0.04% | Add +53.5% | 3,174 | $602K |
| Beacon Financial Strategies CORP | 0.41% | Reduce -0.9% | 3,170 | $602K |
| Capital City Trust Co. | 0.15% | No change | 3,155 | $599K |
| Leo Wealth, LLC | 0.05% | Add +0.5% | 3,154 | $599K |
| TrueWealth Advisors, LLC | 0.20% | Reduce -0.2% | 3,149 | $598K |
| Bordeaux Wealth Advisors LLC | 0.11% | Reduce -16.9% | 3,142 | $596K |
| Tudor Financial Inc. | 0.37% | — | 3,129 | $594K |
| DAVENPORT & Co LLC | 0.00% | Reduce -2.0% | 3,123 | $593K |
| Blueprint Investment Partners LLC | 0.11% | Reduce -7.3% | 3,120 | $592K |
| Fidelity D & D Bancorp Inc. | 0.39% | Reduce -36.0% | 3,113 | $591K |
| Atticus Wealth Management, LLC | 0.19% | Reduce -6.5% | 3,111 | $590K |
| Glassman Wealth Services | 0.10% | Reduce -1.6% | 3,109 | $590K |
| Towercrest Capital Management | 0.09% | No change | 3,093 | $587K |
| Obermeyer Wealth Partners | 0.03% | Reduce -9.7% | 3,066 | $582K |
| Wescott Financial Advisory Group, LLC | 0.06% | Reduce -8.2% | 3,045 | $578K |
| Kirtland Hills Capital Management, LLC | 0.32% | New | 3,043 | $578K |
| Skyline Advisors, Inc. | 0.24% | Add +0.5% | 3,040 | $577K |
| Quadrant Private Wealth Management, LLC | 0.14% | No change | 3,035 | $576K |
| BKM Wealth Management, LLC | 0.23% | Add +30.7% | 3,029 | $575K |
| Modern Wealth Management, LLC | 0.04% | Add +0.0% | 3,017 | $573K |
| NCM Capital Management, LLC | 0.27% | Reduce -25.5% | 3,015 | $572K |
| Institute for Wealth Management, LLC. | 0.07% | Add +2.3% | 3,015 | $572K |
| Buckhead Capital Management LLC | 0.18% | No change | 3,000 | $569K |
| Oxler Private Wealth LLC | 0.20% | Add +0.4% | 2,980 | $566K |
| Farmers Trust Co. | 0.11% | No change | 2,970 | $564K |
| Citizens & Northern Corp. | 0.17% | No change | 2,967 | $563K |
| Schnieders Capital Management LLC | 0.11% | Reduce -0.0% | 2,967 | $563K |
| Elevated Capital Advisors, LLC | 0.15% | Reduce -2.0% | 2,966 | $563K |
| Money Concepts Capital Corp. | 0.04% | Add +1.0% | 2,964 | $563K |
| AAF Wealth Management, LLC | 0.28% | Add +0.1% | 2,962 | $562K |
| Performance Wealth Partners, LLC | 0.02% | Add +70.3% | 2,938 | $558K |
| Edgemoor Investment Advisors, Inc. | 0.05% | No change | 2,906 | $552K |
| Meridian Wealth Advisors, LLC | 0.09% | Add +4.5% | 2,898 | $550K |
| PrairieView Partners, LLC | 0.06% | Reduce -1.4% | 2,884 | $547K |
| Berkeley Capital Partners, LLC | 0.16% | Reduce -0.2% | 2,881 | $547K |
| Spinnaker Trust | 0.03% | Add +15.4% | 2,879 | $546K |
| Lakeridge Wealth Management LLC | 0.30% | Add +0.4% | 2,874 | $545K |
| Cascade Financial Partners, LLC | 0.07% | No change | 2,848 | $545K |
| Regal Investment Advisors LLC | 0.04% | Reduce -14.4% | 2,853 | $542K |
| Signature Estate & Investment Advisors LLC | 0.01% | Add +0.4% | 2,853 | $541K |
| Sovereign Financial Group, Inc. | 0.13% | No change | 2,845 | $540K |
| WealthPLAN Partners, LLC | 0.07% | No change | 2,842 | $539K |
| Dechtman Wealth Management, LLC | 0.11% | Reduce -1.1% | 2,830 | $537K |
| Centerpoint Advisors, LLC | 0.19% | No change | 2,831 | $537K |
| Jane Street Group, LLC | 0.00% | Reduce -24.6% | 2,829 | $537K |
| Plancorp, LLC | 0.02% | No change | 2,818 | $535K |
| Sand Hill Global Advisors, LLC | 0.02% | Add +7.8% | 2,795 | $530K |
| Manhattan West Asset Management, LLC | 0.14% | Reduce -3.0% | 2,785 | $529K |
| St Germain D J Co. Inc. | 0.02% | Reduce -0.6% | 2,784 | $528K |
| Composition Wealth, LLC | 0.01% | Reduce -24.7% | 2,781 | $528K |
| AdvisorNet Financial, Inc | 0.04% | Add +3.5% | 2,781 | $528K |
| Oliver Luxxe Assets LLC | 0.09% | Add +6.2% | 2,774 | $526K |
| Mirador Capital Partners LP | 0.09% | Add +0.6% | 2,745 | $521K |
| Alpine Bank Wealth Management | 0.08% | — | 2,745 | $521K |
| Cahill Financial Advisors Inc. | 0.07% | Reduce -66.4% | 2,734 | $519K |
| Aire Advisors, LLC | 0.11% | Add +0.5% | 2,719 | $516K |
| Wedmont Private Capital | 0.03% | Reduce -6.7% | 2,732 | $515K |
| Cary Street Partners Asset Management LLC | 0.07% | Reduce -5.1% | 2,703 | $513K |
| Kingswood Wealth Advisors, LLC | 0.04% | New | 2,684 | $509K |
| Principal Securities, Inc. | 0.01% | Add +0.7% | 2,671 | $507K |
| Caldwell Trust Co | 0.05% | No change | 2,670 | $507K |
| Elyxium Wealth, LLC | 0.28% | — | 2,665 | $506K |
| Insigneo Advisory Services, LLC | 0.05% | Reduce -3.8% | 2,659 | $505K |
| Orrstown Financial Services Inc. | 0.15% | New | 2,646 | $502K |
| Forte Capital LLC | 0.06% | No change | 2,642 | $501K |
| Essex Bank | 0.12% | Reduce -0.9% | 2,636 | $500K |
| Townsend Asset Management Corp. /NC/ | 0.19% | Add +0.3% | 2,631 | $499K |
| Truepoint, Inc. | 0.01% | No change | 2,626 | $499K |
| Cordgrass Capital Advisors, LLC | 0.14% | Reduce -10.4% | 2,625 | $498K |
| Chicago Wealth Management, Inc. | 0.27% | No change | 2,621 | $497K |
| SC&H Financial Advisors, Inc. | 0.11% | Add +0.3% | 2,619 | $497K |
| JSF Financial, LLC | 0.14% | Add +0.2% | 2,609 | $495K |
| Front Row Advisors LLC | 0.18% | Reduce -38.5% | 2,595 | $493K |
| Brogan Financial, Inc. | 0.28% | New | 2,588 | $491K |
| Lake Street Private Wealth, LLC | 0.08% | Reduce -22.9% | 2,584 | $491K |
| Bremer Bank National Association | 0.09% | No change | 2,576 | $489K |
| Fusion Capital, LLC | 0.21% | Add +9.0% | 2,536 | $481K |
| Insight Advisors, LLC/ PA | 0.08% | Add +0.4% | 2,526 | $479K |
| Cypress Capital, LLC | 0.12% | Reduce -5.1% | 2,520 | $478K |
| LM Advisors LLC | 0.10% | No change | 2,515 | $477K |
| Biltmore Family Office, LLC | 0.08% | No change | 2,512 | $477K |
| FARMERS & MERCHANTS TRUST Co OF LONG BEACH | 0.12% | No change | 2,500 | $475K |
| Crestwood Advisors Group, LLC | 0.01% | No change | 2,490 | $473K |
| YHB Investment Advisors, Inc. | 0.04% | No change | 2,471 | $469K |
| Talisman Wealth Advisors LLC | 0.49% | Reduce -10.9% | 2,477 | $469K |
| Belpointe Asset Management LLC | 0.03% | Add +20.5% | 2,467 | $468K |
| Galvin, Gaustad & Stein, LLC | 0.04% | Reduce -0.8% | 2,453 | $466K |
| Alpha Cubed Investments, LLC | 0.02% | Add +4.8% | 2,446 | $464K |
| Quantum Private Wealth, LLC | 0.16% | Add +11.0% | 2,436 | $462K |
| Red Door Wealth Management, LLC | 0.08% | No change | 2,430 | $461K |
| WealthBridge Capital Management, LLC | 0.13% | Reduce -2.7% | 2,429 | $461K |
| Parsons Capital Management Inc. | 0.03% | No change | 2,428 | $461K |
| McNamara Financial Services, Inc. | 0.09% | No change | 2,424 | $460K |
| Orgel Wealth Management, LLC | 0.01% | No change | 2,420 | $459K |
| RKL Wealth Management LLC | 0.04% | Reduce -4.4% | 2,416 | $459K |
| Gallacher Capital Management LLC | 0.21% | No change | 2,413 | $458K |
| KCM Investment Advisors LLC | 0.02% | No change | 2,396 | $455K |
| FineMark National Bank & Trust | 0.02% | Reduce -0.3% | 2,388 | $453K |
| PGIM Custom Harvest LLC | 0.01% | Add +12.1% | 2,374 | $451K |
| Sachem Hill LLC | 0.09% | No change | 2,363 | $448K |
| Jaffetilchin Investment Partners, LLC | 0.03% | Add +15.2% | 2,363 | $448K |
| Pettyjohn, Wood & White, Inc. | 0.08% | No change | 2,360 | $448K |
| Old Mission Investment Co LLC | 0.14% | No change | 2,356 | $447K |
| Riverpoint Wealth Management Holdings, LLC | 0.11% | Add +0.6% | 2,353 | $447K |
| Alliance Wealth Management Group | 0.12% | No change | 2,353 | $447K |
| Salem Investment Counselors Inc. | 0.01% | No change | 2,334 | $443K |
| Tortoise Investment Management, LLC | 0.05% | No change | 2,333 | $443K |
| Wintrust Investments LLC | 0.33% | Reduce -89.8% | 2,329 | $442K |
| Heartwood Wealth Advisors LLC | 0.05% | Reduce -2.6% | 2,326 | $441K |
| Deroy & Devereaux Private Investment Counsel Inc. | 0.03% | Reduce -5.5% | 2,325 | $441K |
| Montis Financial, LLC | 0.16% | Add +2.7% | 2,323 | $441K |
| PBMares Wealth Management LLC | 0.09% | Add +18.3% | 2,323 | $441K |
| HT Partners LLC | 0.16% | No change | 2,322 | $441K |
| Sage Mountain Advisors LLC | 0.04% | Add +0.4% | 2,313 | $439K |
| Soltis Investment Advisors LLC | 0.04% | Add +0.6% | 2,311 | $439K |
| Burton Enright Welch | 0.09% | No change | 2,306 | $438K |
| Heritage Financial Services, LLC | 0.06% | No change | 2,306 | $438K |
| Bartlett & Co. Wealth Management LLC | 0.01% | Add +6.5% | 2,305 | $437K |
| Wealthspire Retirement, LLC | 0.04% | Add +18.8% | 2,303 | $437K |
| Moors & Cabot, Inc. | 0.02% | Add +3.4% | 2,299 | $436K |
| Evoke Wealth, LLC | 0.01% | New | 2,291 | $435K |
| McCarthy & Cox | 0.17% | Add +0.1% | 2,286 | $434K |
| Strategic Financial Concepts, LLC | 0.14% | Reduce -99.5% | 2,269 | $431K |
| Petredis Investment Advisors LLC | 0.05% | No change | 2,268 | $430K |
| Brown, Lisle/Cummings, Inc. | 0.13% | Reduce -7.8% | 2,262 | $429K |
| Fisher Asset Management | 0.00% | Reduce -67.5% | 2,259 | $429K |
| Householder Group Estate & Retirement Specialist, LLC | 0.12% | Reduce -19.9% | 2,235 | $424K |
| Tritonpoint Wealth, LLC | 0.04% | Reduce -14.9% | 2,239 | $424K |
| Members Trust Co | 0.01% | No change | 2,231 | $423K |
| Marino, Stram & Associates LLC | 0.09% | Add +2.1% | 2,229 | $423K |
| Robinson Smith Wealth Advisors LLC | 0.36% | Reduce -3.6% | 2,226 | $422K |
| Hollencrest Capital Management | 0.02% | No change | 2,221 | $422K |
| Fort Washington Investment Advisors Inc. | 0.00% | Add +40.5% | 2,221 | $422K |
| Curran Financial Partners, LLC | 0.12% | Reduce -1.6% | 2,215 | $420K |
| Platform Technology Partners | 0.13% | Add +52.0% | 2,210 | $419K |
| Clarity Financial LLC | 0.05% | No change | 2,209 | $419K |
| Klingman & Associates, LLC | 0.03% | No change | 2,208 | $419K |
| GW&K Investment Management, LLC | 0.00% | Add +0.1% | 2,205 | $419K |
| Elk River Wealth Management LLC | 0.08% | Reduce -1.2% | 2,203 | $418K |
| American National Bank & Trust | 0.05% | Reduce -0.6% | 2,202 | $418K |
| Lodestar Private Asset Management LLC | 0.05% | Add +0.3% | 2,198 | $417K |
| Global Trust Asset Management, LLC | 0.15% | No change | 2,191 | $416K |
| Rockwood Wealth Management, LLC | 0.05% | Add +6.3% | 2,190 | $416K |
| Carnegie Investment Counsel | 0.01% | No change | 2,189 | $415K |
| First Citizens Asset Management, Inc. | 0.15% | Reduce -6.8% | 2,188 | $415K |
| Jentner Corp | 0.13% | Reduce -4.3% | 2,184 | $415K |
| Pasadena Private Wealth, LLC | 0.09% | No change | 2,177 | $413K |
| Trust Co. of Vermont | 0.02% | No change | 2,172 | $412K |
| Hollow Brook Wealth Management LLC | 0.12% | New | 2,170 | $412K |
| Cornerstone Wealth Group, LLC | 0.03% | Add +11.5% | 2,165 | $411K |
| Strategic Financial Partners, Ltd. | 0.21% | Reduce -4.5% | 2,162 | $410K |
| Power Wealth Management LLC | 0.18% | No change | 2,161 | $410K |
| Coastwise Capital Group, LLC | 0.34% | Add +0.1% | 2,152 | $408K |
| Edgestream Partners, L.P. | 0.02% | Reduce -49.5% | 2,148 | $408K |
| Gibson Capital, LLC | 0.08% | No change | 2,146 | $407K |
| Operose Advisors LLC | 0.13% | Add +16.5% | 2,130 | $404K |
| Tyler-Stone Wealth Management | 0.08% | Add +100.0% | 2,130 | $404K |
| Weatherly Asset Management L. P. | 0.04% | No change | 2,128 | $404K |
| Philip James Wealth Mangement, LLC | 0.05% | Add +0.5% | 2,125 | $403K |
| Rice Partnership, LLC | 0.08% | No change | 2,120 | $402K |
| Willner & Heller, LLC | 0.36% | Add +0.6% | 2,110 | $400K |
| Oder Investment Management, LLC | 0.34% | Add +0.1% | 2,109 | $400K |
| Campion Asset Management | 0.29% | Reduce -21.2% | 2,104 | $399K |
| Strategic Family Wealth Counselors, L.L.C. | 0.14% | Add +29.5% | 2,088 | $396K |
| DGS Capital Management, LLC | 0.11% | Reduce -0.7% | 2,077 | $394K |
| First Nebraska Trust Co | 0.04% | No change | 2,077 | $394K |
| Vise Technologies, Inc. | 0.05% | Reduce -11.5% | 2,072 | $393K |
| Farmers & Merchants Trust Co of Chambersburg PA | 0.15% | Reduce -17.9% | 2,064 | $392K |
| LJI Wealth Management, LLC | 0.08% | No change | 2,060 | $391K |
| Zhang Financial LLC | 0.02% | Add +0.3% | 2,060 | $391K |
| Armstrong Advisory Group, Inc. | 0.03% | Add +6.7% | 2,059 | $391K |
| MSH Capital Advisors LLC | 0.12% | Add +0.5% | 2,058 | $391K |
| Austin Asset Management Co Inc | 0.08% | No change | 2,056 | $390K |
| Triangle Securities Wealth Management | 0.10% | Reduce -0.6% | 2,040 | $387K |
| Greenspring Advisors, LLC | 0.08% | No change | 2,040 | $387K |
| McIlrath & Eck, LLC | 0.05% | Add +18.0% | 2,037 | $387K |
| Canal Capital Management, LLC | 0.06% | Add +0.5% | 2,017 | $383K |
| MCF Advisors LLC | 0.03% | No change | 2,015 | $382K |
| Cobblestone Capital Advisors LLC | 0.02% | No change | 2,011 | $382K |
| Matisse Capital | 0.19% | Add +0.1% | 2,006 | $381K |
| Glen Eagle Advisors, LLC | 0.06% | No change | 2,003 | $380K |
| Abner Herrman & Brock LLC | 0.05% | No change | 2,000 | $380K |
| Five Oceans Advisors | 0.18% | New | 1,971 | $374K |
| Wells Trecaso Financial Group, LLC | 0.12% | No change | 1,971 | $374K |
| Gray Private Wealth, LLC | 0.22% | No change | 1,970 | $374K |
| Park Edge Advisors, LLC | 0.11% | No change | 1,969 | $374K |
| Hamilton Point Investment Advisors, LLC | 0.07% | No change | 1,965 | $373K |
| Hill Island Financial LLC | 0.11% | New | 1,964 | $373K |
| Planning Capital Management Corp | 0.25% | Add +4.0% | 1,954 | $371K |
| Horizon Investment Services, LLC | 0.16% | New | 1,951 | $370K |
| American Trust | 0.03% | Reduce -53.9% | 1,940 | $368K |
| Rockland Trust Co. | 0.02% | No change | 1,940 | $368K |
| Beacon Capital Management, LLC | 0.05% | Add +1.1% | 1,924 | $365K |
| Safeguard Financial, LLC | 0.09% | No change | 1,922 | $365K |
| Diamond Hill Capital Management, LLC (Investment Advisor) | 0.00% | Reduce -40.2% | 1,922 | $365K |
| McDonald Partners LLC | 0.09% | No change | 1,915 | $364K |
| Jackson, Grant Investment Advisers, Inc. | 0.14% | Reduce -1.2% | 1,915 | $363K |
| Arbor Wealth Advisors LLC | 0.33% | No change | 1,910 | $363K |
| Cozad Asset Management Inc. | 0.03% | No change | 1,910 | $363K |
| Sharp Wealth Advisory, LLC | 0.28% | Reduce -5.0% | 1,908 | $362K |
| Integris Wealth Management, LLC | 0.10% | No change | 1,900 | $361K |
| NFJ Investment Group, LLC | 0.01% | Reduce -46.6% | 1,900 | $361K |
| Poehling Capital Management, INC. | 0.09% | No change | 1,889 | $359K |
| IFG Advisors, LLC | 0.08% | Add +1.1% | 1,882 | $357K |
| Capital Analysts, LLC | 0.01% | Reduce -11.9% | 1,876 | $356K |
| Richard P Slaughter Associates Inc | 0.08% | New | 1,873 | $355K |
| WASHINGTON TRUST Co | 0.01% | No change | 1,872 | $355K |
| ShoreHaven Wealth Partners, LLC | 0.17% | Reduce -0.1% | 1,871 | $355K |
| Pittenger & Anderson Inc. | 0.01% | No change | 1,870 | $355K |
| Ironwood Investment Management LLC | 0.17% | No change | 1,867 | $354K |
| Kowal Investment Group, LLC | 0.07% | Add +0.4% | 1,863 | $354K |
| Stephenson & Company, Inc. | 0.24% | Reduce -0.8% | 1,860 | $353K |
| Pinnacle Bancorp, Inc. | 0.09% | Reduce -1.6% | 1,858 | $353K |
| Highline Wealth Partners LLC | 0.12% | Reduce -6.2% | 1,857 | $352K |
| Retirement Planning Group, LLC | 0.02% | New | 1,852 | $352K |
| MBL Wealth, LLC | 0.04% | No change | 1,844 | $350K |
| Forum Private Client Group LLC | 0.16% | Reduce -4.3% | 1,844 | $350K |
| PACK Private Wealth, LLC | 0.20% | No change | 1,842 | $350K |
| Ritter Daniher Financial Advisory LLC / DE | 0.10% | No change | 1,842 | $350K |
| Team Hewins, LLC | 0.13% | New | 1,835 | $348K |
| Concourse Financial Group Securities, Inc. | 0.02% | Add +3.0% | 1,834 | $348K |
| NovaPoint Capital, LLC | 0.11% | Add +47.4% | 1,822 | $346K |
| LaFleur & Godfrey LLC | 0.05% | No change | 1,817 | $345K |
| GM Advisory Group, LLC | 0.02% | Add +17.4% | 1,812 | $344K |
| Stone Summit Wealth LLC | 0.11% | Reduce -1.3% | 1,803 | $342K |
| Blue Bell Private Wealth Management, LLC | 0.07% | No change | 1,792 | $340K |
| Tanager Wealth Management LLP | 0.05% | No change | 1,791 | $340K |
| Wealth Management Partners, LLC | 0.16% | No change | 1,788 | $339K |
| Ascentis Independent Advisors | 0.05% | New | 1,775 | $337K |
| Obsidian Cio, LLC | 0.07% | Add +0.1% | 1,771 | $336K |
| Davis R M Inc. | 0.01% | Add +0.1% | 1,768 | $336K |
| Madison Wealth Partners, Inc | 0.10% | No change | 1,762 | $334K |
| Altus Wealth Management, LLC | 0.16% | No change | 1,761 | $334K |
| Ignite Planners, LLC | 0.08% | Reduce -21.3% | 1,749 | $332K |
| Fairway Wealth LLC | 0.17% | No change | 1,745 | $331K |
| James J. Burns & Company, LLC | 0.06% | No change | 1,748 | $331K |
| Acima Private Wealth, LLC | 0.11% | No change | 1,743 | $331K |
| Journey Advisory Group, LLC | 0.04% | No change | 1,896 | $331K |
| Wealth Architects, LLC | 0.04% | No change | 1,740 | $330K |
| Frank, Rimerman Advisors LLC | 0.02% | No change | 1,728 | $328K |
| FCG Investment Co | 0.21% | No change | 1,725 | $327K |
| Addison Capital Co | 0.13% | Reduce -10.3% | 1,725 | $327K |
| Rathbones Group PLC | 0.00% | No change | 1,705 | $324K |
| CWS Financial Advisors, LLC | 0.11% | Add +0.4% | 1,702 | $323K |
| Spirepoint Private Client, LLC | 0.04% | No change | 1,695 | $322K |
| Daymark Wealth Partners, LLC | 0.01% | Add +29.1% | 1,693 | $321K |
| BCGM Wealth Management, LLC | 0.10% | Add +0.1% | 1,687 | $320K |
| Sunbelt Securities, Inc. | 0.03% | Add +0.1% | 1,682 | $319K |
| JNBA Financial Advisors | 0.03% | No change | 1,681 | $319K |
| First PREMIER Bank | 0.08% | No change | 1,680 | $319K |
| NWF Advisory Services Inc. | 0.05% | Reduce -0.9% | 1,675 | $318K |
| Emergent Wealth Advisors, LLC | 0.23% | Add +0.5% | 1,666 | $316K |
| Watchman Group, Inc. | 0.08% | Reduce -16.5% | 1,660 | $315K |
| Aspire Private Capital, LLC | 0.07% | No change | 1,660 | $315K |
| Doliver Advisors, LP | 0.09% | No change | 1,650 | $313K |
| S.E.E.D. Planning Group LLC | 0.10% | No change | 1,649 | $313K |
| Ewa, LLC | 0.11% | Add +0.6% | 1,611 | $312K |
| Total Wealth Planning, LLC | 0.05% | No change | 1,635 | $310K |
| One Day In July LLC | 0.03% | Add +4.8% | 1,628 | $309K |
| Mechanics Bank Trust Department | 0.04% | No change | 1,625 | $308K |
| Elm Partners Management LLC | 0.02% | No change | 1,625 | $308K |
| Principle Wealth Partners LLC | 0.02% | No change | 1,620 | $307K |
| Cibc World Market Inc. | 0.00% | Reduce -43.5% | 1,610 | $306K |
| Tocqueville Asset Management L.P. | 0.00% | Add +14.6% | 1,605 | $305K |
| Noesis Capital Mangement Corp. | 0.06% | Reduce -13.0% | 1,603 | $304K |
| Matrix Private Capital Group LLC | 0.17% | Add +0.2% | 1,600 | $304K |
| Benjamin Edwards Inc. | 0.00% | New | 1,599 | $303K |
| Baker Ellis Asset Management LLC | 0.04% | No change | 1,587 | $301K |
| World Equity Group, Inc. | 0.11% | Add +14.2% | 1,582 | $300K |
| Rainey & Randall Wealth Advisors Inc. | 0.06% | Add +0.2% | 1,578 | $299K |
| Trust Co | 0.04% | Reduce -0.3% | 1,577 | $299K |
| MorganRosel Wealth Management, LLC | 0.10% | No change | 1,575 | $299K |
| Stockman Wealth Management, Inc. | 0.05% | No change | 1,575 | $299K |
| Jamison Private Wealth Management, Inc. | 0.05% | No change | 1,573 | $299K |
| Stablepoint Partners, LLC | 0.05% | New | 1,570 | $298K |
| GC Wealth Management RIA, LLC | 0.05% | Reduce -1.4% | 1,568 | $298K |
| Horst & Graben Wealth Management LLC | 0.05% | Add +13.9% | 1,563 | $297K |
| Grandfield & Dodd, LLC | 0.02% | No change | 1,557 | $296K |
| Stonehearth Capital Management, LLC | 0.12% | Add +31.7% | 1,553 | $295K |
| Coho Partners, Ltd. | 0.01% | Reduce -34.6% | 1,552 | $295K |
| Executive Wealth Management, LLC | 0.02% | New | 1,551 | $294K |
| PDS Planning, Inc | 0.03% | Add +0.3% | 1,549 | $294K |
| USAdvisors Wealth Management, LLC | 0.10% | Reduce -13.4% | 1,549 | $293K |
| King Wealth Management Group | 0.05% | No change | 1,543 | $293K |
| M&R Capital Management Inc. | 0.06% | Add +0.3% | 1,538 | $292K |
| MJP Associates Inc. | 0.06% | New | 1,536 | $292K |
| CoreCap Advisors, LLC | 0.01% | New | 1,519 | $288K |
| Inscription Capital, LLC | 0.04% | No change | 1,519 | $288K |
| Transform Wealth, LLC | 0.02% | No change | 1,515 | $288K |
| Oak Family Advisors, LLC | 0.10% | No change | 1,511 | $287K |
| Private Wealth Partners, LLC | 0.02% | No change | 1,509 | $286K |
| TrinityPoint Wealth, LLC | 0.04% | Add +18.7% | 1,506 | $286K |
| Legacy Wealth Management, LLC | 0.02% | No change | 1,504 | $285K |
| Beaird Harris Wealth Management, LLC | 0.02% | Reduce -5.2% | 1,501 | $285K |
| Alliance Wealth Advisors, LLC | 0.16% | No change | 1,495 | $284K |
| NorthCrest Asset Manangement, LLC | 0.01% | Reduce -83.8% | 1,489 | $283K |
| Donaldson Capital Management, LLC | 0.01% | No change | 1,487 | $282K |
| Franklin, Parlapiano, Turner & Welch, LLC | 0.07% | No change | 1,485 | $282K |
| FinTrust Capital Advisors, LLC | 0.05% | No change | 1,485 | $282K |
| Ridgecrest Wealth Partners, LLC | 0.15% | No change | 1,480 | $281K |
| Smith Salley Wealth Management | 0.02% | Reduce -1.9% | 1,476 | $280K |
| Point Windward Advisors Inc. | 0.11% | No change | 1,474 | $280K |
| Nicholas Hoffman & Company, LLC. | 0.01% | Reduce -24.6% | 1,473 | $280K |
| Merriman Wealth Management, LLC | 0.01% | Reduce -31.0% | 1,472 | $279K |
| Koshinski Asset Management, Inc. | 0.02% | Add +7.1% | 1,464 | $278K |
| Russell Investments Group, Ltd. | 0.00% | Add +6.2% | 1,464 | $278K |
| Bright Futures Wealth Management, LLC. | 0.13% | No change | 1,469 | $278K |
| BIP Wealth, LLC | 0.02% | Add +0.1% | 1,456 | $276K |
| Bell Bank | 0.03% | No change | 1,451 | $275K |
| Cornerstone Management, Inc. | 0.06% | No change | 1,446 | $274K |
| Gordian Advisors LLC | 0.22% | No change | 1,446 | $274K |
| Echo Wealth Management, LLC | 0.19% | Reduce -10.8% | 1,435 | $272K |
| Pacifica Partners Inc. | 0.11% | No change | 1,435 | $272K |
| SteelPeak Wealth, LLC | 0.01% | Add +4.2% | 1,430 | $271K |
| Formidable Asset Management, LLC | 0.04% | Reduce -4.8% | 1,427 | $271K |
| Lake Hills Wealth Management, LLC | 0.18% | New | 1,427 | $271K |
| Keb Asset Management, LLC | 0.08% | Add +0.4% | 1,426 | $271K |
| Northstar Asset Management Inc. | 0.07% | No change | 1,426 | $271K |
| Sollinda Capital Management LLC | 0.08% | No change | 1,423 | $270K |
| Royal Fund Management, LLC | 0.02% | New | 1,413 | $270K |
| Roberts Glore & Co. Inc. | 0.08% | No change | 1,417 | $269K |
| Fiera Capital Corp | 0.00% | Add +0.1% | 1,409 | $267K |
| EnRich Financial Partners LLC | 0.09% | No change | 1,408 | $267K |
| Liberty Wealth Management LLC | 0.05% | Reduce -96.0% | 1,409 | $267K |
| Summit Investment Advisory Services, LLC | 0.14% | Reduce -90.7% | 1,399 | $266K |
| FFT Wealth Management LLC | 0.02% | No change | 1,398 | $265K |
| Ledyard National Bank | 0.02% | Reduce -6.7% | 1,392 | $264K |
| 9258 Wealth Management, LLC | 0.04% | No change | 1,387 | $263K |
| NBT Bank, N.A. | 0.02% | No change | 1,375 | $261K |
| Planning Alternatives Ltd. | 0.04% | New | 1,373 | $261K |
| Activest Wealth Management | 0.08% | Reduce -2.0% | 1,368 | $260K |
| Robinswood Financial LLC | 0.10% | Add +0.3% | 1,366 | $259K |
| Northwest Quadrant Wealth Management, LLC | 0.06% | Add +0.5% | 1,364 | $259K |
| Balentine LLC | 0.01% | No change | 1,363 | $259K |
| Sicart Associates LLC | 0.09% | Reduce -14.4% | 1,347 | $256K |
| Patten & Patten Inc. | 0.02% | Add +0.1% | 1,344 | $255K |
| Sabal Trust CO | 0.01% | Reduce -17.0% | 1,340 | $254K |
| Laird Norton Wetherby Wealth Management, LLC | 0.01% | No change | 1,340 | $254K |
| 180 Wealth Advisors, LLC | 0.04% | No change | 1,335 | $253K |
| WealthTrust Axiom LLC | 0.07% | No change | 1,333 | $253K |
| Harmony Asset Management LLC | 0.09% | No change | 1,332 | $253K |
| Monument Capital Management | 0.07% | No change | 1,331 | $253K |
| Heck Capital Advisors, LLC | 0.03% | Reduce -3.5% | 1,331 | $253K |
| HM Payson & Co. | 0.00% | No change | 1,329 | $252K |
| Motco | 0.03% | No change | 1,328 | $252K |
| Proactive Wealth Strategies LLC | 0.14% | — | 1,316 | $250K |
| Lokken Investment Group LLC | 0.10% | No change | 1,314 | $249K |
| Bank of Hawaii | 0.01% | Reduce -9.3% | 1,312 | $249K |
| Red Lighthouse Investment Management, LLC | 0.10% | No change | 1,308 | $248K |
| Moody LYNN Lieberson & Walker, LLC | 0.02% | New | 1,300 | $247K |
| Gerber Kawasaki Wealth & Investment Management | 0.01% | Add +0.3% | 1,299 | $247K |
| Grey Ledge Advisors, LLC | 0.06% | Add +0.1% | 1,299 | $247K |
| Clark Capital Management Group, Inc. | 0.00% | New | 1,290 | $245K |
| Independent Advisor Alliance | 0.01% | Reduce -5.9% | 1,286 | $244K |
| O'Dell Group, LLC | 0.05% | Reduce -12.0% | 1,280 | $243K |
| S.A. Mason LLC | 0.13% | No change | 1,277 | $242K |
| Orion Capital Management LLC | 0.12% | Add +1.3% | 1,274 | $242K |
| RMR Capital Management, LLC | 0.21% | No change | 1,273 | $242K |
| Greatmark Investment Partners, Inc. | 0.03% | No change | 1,270 | $241K |
| Fulton Breakefield Broenniman LLC | 0.02% | Reduce -1.9% | 1,267 | $240K |
| Diversify Advisory Services, LLC | 0.01% | Reduce -5.7% | 1,254 | $240K |
| LPF Advisors LLC | 0.21% | No change | 1,263 | $240K |
| Howard Wealth Management, LLC | 0.14% | Reduce -1.9% | 1,262 | $240K |
| Addison Advisors LLC | 0.07% | No change | 1,250 | $237K |
| Keebeck Wealth Management | 0.03% | Reduce -43.5% | 1,250 | $237K |
| New Century Financial Group, LLC | 0.09% | New | 1,249 | $237K |
| Robertson Stephens Wealth Management, LLC | 0.01% | New | 1,248 | $237K |
| Pin Oak Investment Advisors Inc. | 0.21% | Reduce -5.7% | 1,248 | $236K |
| Atwood & Palmer Inc. | 0.02% | No change | 1,234 | $234K |
| FSM Wealth Advisors, LLC | 0.06% | Add +0.2% | 1,232 | $234K |
| Greenhouse Wealth Management, LLC | 0.16% | Reduce -14.1% | 1,228 | $233K |
| Thoroughbred Financial Services, LLC | 0.01% | Reduce -80.0% | 1,228 | $233K |
| REDW Wealth LLC | 0.06% | Add +0.1% | 1,226 | $233K |
| Advisor Resource Council | 0.11% | New | 1,224 | $232K |
| Christensen, King & Associates Investment Services, Inc. | 0.11% | Reduce -0.7% | 1,223 | $232K |
| Barnes Pettey Financial Advisors, LLC | 0.19% | No change | 1,223 | $232K |
| Algorithmic Investment Models, LLC | 0.17% | Reduce -92.9% | 1,223 | $232K |
| Sharper & Granite LLC | 0.10% | No change | 1,219 | $231K |
| Werba Rubin Papier Wealth Management | 0.05% | No change | 1,218 | $231K |
| Braun Stacey Associates Inc. | 0.01% | Reduce -3.7% | 1,216 | $231K |
| Community Financial Services Group, LLC | 0.05% | No change | 1,214 | $230K |
| Beacon Bank & Trust | 0.05% | No change | 1,213 | $230K |
| SK Wealth Management, LLC | 0.12% | — | 1,227 | $229K |
| Commons Capital, LLC | 0.25% | Add +0.2% | 1,205 | $229K |
| Stevens Capital Partners | 0.11% | Reduce -4.1% | 1,204 | $228K |
| Missouri Trust & Investment Co | 0.08% | No change | 1,200 | $228K |
| LongView Wealth Management | 0.07% | No change | 1,200 | $228K |
| MTM Investment Management, LLC | 0.09% | No change | 1,201 | $228K |
| First American Trust, FSB | 0.02% | New | 1,198 | $227K |
| Selective Wealth Management, Inc. | 0.09% | No change | 1,200 | $226K |
| Trek Financial, LLC | 0.02% | Reduce -13.8% | 1,187 | $225K |
| Roundview Capital LLC | 0.02% | Reduce -0.9% | 1,185 | $225K |
| Hourglass Capital, LLC | 0.06% | Reduce -6.3% | 1,185 | $225K |
| WBH Advisory Inc. | 0.02% | Reduce -0.2% | 1,180 | $224K |
| Patriot Investment Management Group, Inc. | 0.02% | No change | 1,173 | $223K |
| Brookmont Capital Management | 0.11% | No change | 1,171 | $222K |
| Signature Wealth Management Partners, LLC | 0.16% | Add +0.5% | 1,168 | $222K |
| Commonwealth Retirement Investments LLC | 0.09% | No change | 1,166 | $221K |
| FourThought Financial Partners, LLC | 0.03% | Reduce -3.2% | 1,166 | $221K |
| SageView Advisory Group, LLC | 0.01% | Reduce -13.9% | 1,166 | $221K |
| Savvy Advisors, Inc. | 0.04% | No change | 1,165 | $221K |
| Enterprise Bank & Trust Co | 0.07% | No change | 1,164 | $221K |
| Rappaport Reiches Capital Management, LLC | 0.06% | No change | 1,163 | $221K |
| Gsa Capital Partners LLP | 0.02% | New | 1,152 | $219K |
| Texas Capital Bancshares Inc | 0.09% | New | 1,144 | $217K |
| Catalyst Financial Partners LLC | 0.04% | New | 1,143 | $217K |
| Anderson Hoagland & Co. | 0.02% | New | 1,140 | $216K |
| Ameritas Investment Partners, Inc. | 0.01% | Reduce -31.5% | 1,138 | $216K |
| Northern Financial Advisors Inc | 0.16% | New | 1,134 | $215K |
| Millennium Capital Advisors, LLC | 0.14% | New | 1,134 | $215K |
| High Net Worth Advisory Group LLC | 0.06% | Reduce -2.6% | 1,129 | $214K |
| Cassia Capital Partners, LLC | 0.14% | New | 1,125 | $214K |
| Probity Advisors, Inc. | 0.04% | New | 1,124 | $213K |
| Northwest Wealth Management, LLC | 0.05% | Reduce -6.8% | 1,118 | $212K |
| Insight Wealth Strategies, LLC | 0.03% | New | 1,118 | $212K |
| Bluespring Wealth Management, LLC | 0.02% | New | 1,116 | $212K |
| Meridian Financial Partners LLC | 0.11% | New | 1,111 | $211K |
| Kathmere Capital Management, LLC | 0.02% | New | 1,103 | $209K |
| Inlet Private Wealth, LLC | 0.05% | New | 1,102 | $209K |
| V2 Financial group LLC | 0.13% | No change | 1,100 | $209K |
| Nvwm, LLC | 0.05% | No change | 1,100 | $209K |
| Prio Wealth Limited Partnership | 0.01% | New | 1,096 | $208K |
| Blue Investment Partners LLC | 0.09% | New | 1,092 | $207K |
| Falcon Wealth Planning | 0.02% | New | 1,091 | $207K |
| Monument Group Wealth Advisors, LLC | 0.12% | New | 1,089 | $207K |
| Resonant Capital Advisors, LLC | 0.02% | New | 1,087 | $206K |
| Bluesphere Advisors LLC | 0.10% | New | 1,086 | $206K |
| Provident Investment Management, Inc. | 0.02% | New | 1,085 | $206K |
| Values Added Financial LLC | 0.13% | New | 1,083 | $206K |
| Safeguard Investment Advisory Group, LLC | 0.06% | New | 1,080 | $205K |
| Cannon Financial Strategists, Inc. | 0.04% | Reduce -65.3% | 1,076 | $204K |
| Eaton-Cambridge Inc. | 0.10% | New | 1,069 | $203K |
| Twelve Points Wealth Management LLC | 0.06% | New | 1,066 | $202K |
| KilterHowling LLC | 0.13% | New | 1,065 | $202K |
| Convergence Financial, LLC | 0.04% | New | 1,062 | $202K |
| Pecaut & Co. | 0.07% | New | 1,059 | $201K |
| Tanglewood Wealth Management, Inc. | 0.02% | New | 1,057 | $201K |
| Tandem Capital Management Corp. | 0.11% | New | 1,055 | $200K |
| Builder Investment Group Inc. | 0.05% | New | 1,055 | $200K |
| Luken Investment Analytics, LLC | 0.09% | No change | 1,047 | $199K |
| City State Bank | 0.07% | No change | 1,018 | $193K |
| Beach Investment Counsel Inc. | 0.02% | No change | 1,000 | $190K |
| Voisard Asset Management Group, Inc. | 0.08% | No change | 998 | $189K |
| Founders Capital Management | 0.11% | No change | 984 | $187K |
| TFC Financial Management, Inc. | 0.03% | No change | 983 | $187K |
| Sugarloaf Wealth Management, LLC | 0.03% | No change | 952 | $181K |
| West Branch Capital LLC | 0.06% | Reduce -1.3% | 944 | $179K |
| Centaurus Financial, Inc. | 0.01% | Add +43.7% | 940 | $178K |
| Granite FO LLC | 0.10% | New | 902 | $171K |
| DB Fitzpatrick & Co, Inc | 0.15% | Reduce -0.1% | 895 | $170K |
| Moisand Fitzgerald Tamayo, LLC | 0.02% | No change | 880 | $167K |
| IAG Wealth Partners, LLC | 0.03% | Add +109.8% | 879 | $167K |
| WealthCollab, LLC | 0.11% | No change | 863 | $164K |
| Bear Mountain Capital, Inc. | 0.06% | Reduce -3.5% | 852 | $163K |
| Creative Financial Designs Inc. | 0.01% | Add +0.2% | 857 | $163K |
| Pacific Capital Wealth Advisors, Inc. | 0.03% | No change | 852 | $162K |
| Crewe Advisors LLC | 0.02% | No change | 851 | $162K |
| Avondale Wealth Management | 0.10% | No change | 828 | $157K |
| ORG Partners LLC | 0.03% | No change | 818 | $155K |
| Blue Chip Partners, LLC | 0.01% | Add +1.4% | 802 | $152K |
| Smartleaf Asset Management LLC | 0.02% | Add +136.1% | 791 | $150K |
| Register Financial Advisors LLC | 0.08% | Add +0.5% | 783 | $149K |
| First Personal Financial Services | 0.03% | Add +2.4% | 760 | $144K |
| Hills Bank & Trust Co | 0.01% | No change | 725 | $138K |
| TD Waterhouse Canada Inc. | 0.00% | Add +1100.0% | 720 | $136K |
| Union Savings Bank | 0.07% | Add +16.1% | 708 | $134K |
| Dunhill Financial, LLC | 0.07% | Add +0.6% | 704 | $134K |
| Edmond DE Rothschild Holding S.A. | 0.00% | No change | 674 | $128K |
| Vestor Capital, LLC | 0.01% | No change | 666 | $126K |
| GPS Wealth Strategies Group, LLC | 0.02% | Add +0.1% | 653 | $124K |
| Element Wealth, LLC | 0.07% | Reduce -5.1% | 653 | $124K |
| Morgan Dempsey Capital Management LLC | 0.04% | Reduce -66.3% | 648 | $123K |
| Tidemark, LLC | 0.05% | No change | 640 | $121K |
| TCTC Holdings, LLC | 0.00% | No change | 636 | $121K |
| Family CFO Inc | 0.07% | New | 623 | $118K |
| Headlands Technologies LLC | 0.01% | Add +74.2% | 622 | $118K |
| MilWealth Group LLC | 0.03% | No change | 618 | $117K |
| Richardson Financial Services Inc. | 0.07% | Add +100.0% | 628 | $114K |
| Wolff Wiese Magana LLC | 0.08% | Add +10.9% | 599 | $114K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.03% | No change | 598 | $114K |
| Windsor Advisory Group, LLC | 0.13% | No change | 586 | $111K |
| First Pacific Financial | 0.03% | Add +0.5% | 578 | $110K |
| Caldwell Sutter Capital, Inc. | 0.05% | No change | 574 | $109K |
| West Paces Advisors Inc. | 0.03% | No change | 568 | $108K |
| First Command Advisory Services, Inc. | 0.00% | No change | 561 | $106K |
| Avalon Trust Co | 0.01% | New | 558 | $106K |
| Laurel Wealth Advisors LLC | 0.02% | No change | 551 | $105K |
| SYM FINANCIAL Corp | 0.01% | Reduce -9.9% | 527 | $100K |
| Baldwin Wealth Partners LLC | 0.01% | No change | 500 | $95K |
| Claris Advisors, LLC / Mo / | 0.04% | New | 484 | $92K |
| Arcadia Investment Advisors LLC | 0.05% | No change | 483 | $92K |
| ESL Trust Services, LLC | 0.02% | New | 479 | $91K |
| Pineridge Advisors LLC | 0.03% | Reduce -19.2% | 459 | $87K |
| Salomon & Ludwin, LLC | 0.01% | No change | 459 | $87K |
| Investors Research Corp | 0.02% | Reduce -50.8% | 458 | $87K |
| Cherry Tree Wealth Management, LLC | 0.02% | No change | 457 | $87K |
| TD Capital Management LLC | 0.01% | No change | 454 | $86K |
| Mitchell Sinkler & Starr | 0.02% | No change | 430 | $82K |
| Financial Gravity Companies, Inc. | 0.02% | — | 422 | $80K |
| Field & Main Bank | 0.03% | No change | 407 | $77K |
| New Potomac Partners, LLC | 0.04% | New | 400 | $76K |
| Center for Financial Planning, Inc. | 0.01% | No change | 390 | $74K |
| Smithfield Trust Co | 0.00% | No change | 390 | $74K |
| Providence Capital Advisors, LLC | 0.01% | Reduce -48.0% | 385 | $73K |
| IFS Advisors, LLC | 0.06% | No change | 383 | $73K |
| Harvest Fund Management Co., Ltd | 0.00% | Reduce -71.1% | 381 | $72K |
| TruNorth Capital Management, LLC | 0.02% | No change | 377 | $72K |
| CoreFirst Bank & Trust | 0.04% | New | 371 | $70K |
| SRH Advisors, LLC | 0.02% | No change | 370 | $70K |
| Prestige Wealth Management Group LLC | 0.01% | No change | 361 | $69K |
| Venturi Wealth Management, LLC | 0.00% | Add +15.0% | 352 | $67K |
| West Financial Advisors, LLC | 0.01% | No change | 351 | $67K |
| Sittner & Nelson, LLC | 0.03% | No change | 346 | $66K |
| Westside Investment Management, Inc. | 0.01% | Reduce -53.8% | 344 | $65K |
| Rosenberg Matthew Hamilton | 0.02% | Reduce -10.4% | 335 | $64K |
| Cornerstone Planning Group LLC | 0.02% | No change | 328 | $62K |
| Main Management LLC | 0.01% | No change | 323 | $61K |
| Mendota Financial Group, LLC | 0.03% | No change | 317 | $60K |
| Denver PWM, LLC | 0.02% | Add +0.6% | 315 | $60K |
| CNB Bank | 0.03% | No change | 305 | $58K |
| Clear Point Advisors Inc. | 0.04% | Add +0.3% | 304 | $58K |
| Northwest Financial Advisors | 0.05% | New | 301 | $57K |
| Atlantic Private Wealth, LLC | 0.04% | No change | 301 | $57K |
| Future Financial Wealth Managment LLC | 0.04% | New | 300 | $57K |
| Northwest Capital Management Inc | 0.02% | No change | 298 | $57K |
| GoalVest Advisory LLC | 0.02% | New | 298 | $57K |
| Sound Income Strategies, LLC | 0.00% | Add +0.7% | 294 | $56K |
| Piscataqua Savings Bank | 0.05% | No change | 290 | $55K |
| Authentikos Wealth Advisory, LLC | 0.05% | New | 286 | $54K |
| Old Second National Bank of Aurora | 0.01% | No change | 284 | $54K |
| Richard W. Paul & Associates, LLC | 0.02% | Reduce -3.1% | 279 | $53K |
| Elevation Wealth Partners, LLC | 0.02% | Reduce -97.5% | 276 | $52K |
| North Star Investment Management Corp. | 0.00% | No change | 268 | $51K |
| Compagnie Lombard Odier SCmA | 0.00% | New | 268 | $51K |
| Caitlin John, LLC | 0.03% | No change | 260 | $51K |
| Peachtree Investment Partners, LLC | 0.02% | Add +35.9% | 265 | $50K |
| HHM Wealth Advisors, LLC | 0.01% | No change | 249 | $47K |
| Howe & Rusling Inc. | 0.00% | Add +144.1% | 249 | $47K |
| Jackson Hole Capital Partners, LLC | 0.01% | No change | 247 | $47K |
| Rise Advisors, LLC | 0.02% | Add +0.4% | 245 | $47K |
| Valley National Advisers Inc. | 0.01% | No change | 243 | $46K |
| Arlington Trust Co LLC | 0.01% | No change | 240 | $46K |
| Global Financial Private Client, LLC | 0.02% | No change | 235 | $45K |
| Northwest Investment Counselors, LLC | 0.01% | New | 234 | $44K |
| New England Capital Financial Advisors LLC | 0.02% | No change | 232 | $44K |
| Carmichael Hill & Associates, Inc. | 0.02% | Add +536.1% | 229 | $43K |
| Frazier Financial Advisors, LLC | 0.03% | Reduce -4.3% | 225 | $43K |
| JDM Financial Group LLC | 0.02% | Add +0.5% | 215 | $41K |
| Abound Wealth Management | 0.01% | Add +3.6% | 201 | $38K |
| Aberdeen Wealth Management LLC | 0.03% | No change | 200 | $38K |
| Chilton Capital Management LLC | 0.00% | Reduce -21.7% | 188 | $36K |
| Peoples Financial Services Corp. | 0.02% | No change | 185 | $35K |
| SJS Investment Consulting Inc. | 0.01% | Add +157.8% | 183 | $35K |
| Access Investment Management LLC | 0.01% | No change | 180 | $34K |
| Stephens Consulting, LLC | 0.01% | Reduce -13.6% | 172 | $33K |
| Studio Investment Management LLC | 0.01% | No change | 172 | $33K |
| Eagle Bay Advisors LLC | 0.01% | New | 171 | $32K |
| Colonial Trust Advisors | 0.00% | No change | 169 | $32K |
| Valley Wealth Managers, Inc. | 0.00% | Add +37.7% | 168 | $32K |
| Mb, Levis & Associates, LLC | 0.02% | No change | 164 | $31K |
| CKW Financial Group | 0.00% | No change | 162 | $31K |
| Amundi | 0.00% | Add +31.7% | 162 | $31K |
| Delta Asset Management LLC | 0.00% | No change | 160 | $30K |
| Family Asset Management, LLC | 0.02% | No change | 151 | $29K |
| Bellevue Asset Management, LLC | 0.01% | No change | 150 | $28K |
| Dynamic Wealth Strategies, LLC | 0.02% | No change | 145 | $28K |
| Richardson Capital Management LLC | 0.02% | No change | 143 | $27K |
| Avion Wealth | 0.01% | No change | 144 | $27K |
| Versant Capital Management, Inc | 0.01% | No change | 138 | $26K |
| Armor Investment Advisors, LLC | 0.01% | Reduce -4.3% | 135 | $26K |
| Partnership Wealth Management, LLC | 0.02% | Reduce -22.8% | 132 | $25K |
| PFG Private Wealth Management, LLC | 0.01% | New | 129 | $24K |
| Morton Brown Family Wealth, LLC | 0.01% | Add +17.6% | 127 | $24K |
| Perkins Coie Trust Co | 0.01% | No change | 125 | $24K |
| C M Bidwell & Associates Ltd. | 0.01% | No change | 124 | $24K |
| Syntax Research, Inc. | 0.02% | No change | 122 | $23K |
| Tanaka Capital Management Inc. | 0.05% | No change | 123 | $23K |
| Stuart Chaussee & Associates, Inc. | 0.01% | No change | 117 | $22K |
| FSC Wealth Advisors, LLC | 0.02% | No change | 116 | $22K |
| Peterson Financial Group, Inc. | 0.08% | New | 108 | $21K |
| Bangor Savings Bank | 0.00% | Reduce -25.5% | 108 | $20K |
| POM Investment Strategies, LLC | 0.02% | No change | 106 | $20K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.01% | No change | 106 | $20K |
| Concord Wealth Partners | 0.00% | Add +4.1% | 102 | $19K |
| Capital Investment Counsel, Inc | 0.00% | No change | 100 | $19K |
| CarsonAllaria Wealth Management, Ltd. | 0.01% | No change | 97 | $19K |
| WR Wealth Planners, LLC | 0.01% | No change | 96 | $18K |
| Financial Management Professionals, Inc. | 0.00% | No change | 96 | $18K |
| Financial Perspectives, Inc | 0.01% | No change | 87 | $17K |
| Global Wealth Strategies & Associates | 0.01% | No change | 86 | $16K |
| Bfsg, LLC | 0.00% | Reduce -3.5% | 83 | $16K |
| Evolution Advisers, Inc. | 0.01% | No change | 71 | $13K |
| Resources Management Corp. /CT/ | 0.00% | No change | 68 | $13K |
| Van Eck Associates Corp. | 0.00% | New | 69 | $13K |
| Criterion Capital Advisors, LLC | 0.01% | No change | 71 | $12K |
| Davis Capital Management | 0.01% | No change | 65 | $12K |
| Vermillion & White Wealth Management Group, LLC | 0.01% | No change | 65 | $12K |
| Perritt Capital Management Inc | 0.01% | No change | 64 | $12K |
| Horizons Wealth Management | 0.01% | No change | 59 | $11K |
| Abich Financial Wealth Management LLC | 0.02% | Reduce -96.8% | 58 | $11K |
| Integrity Financial Corp | 0.01% | No change | 58 | $11K |
| Ogorek Anthony Joseph /NY/ | 0.00% | No change | 60 | $11K |
| Macroview Investment Management LLC | 0.01% | No change | 57 | $11K |
| Mark Sheptoff Financial Planning, LLC | 0.01% | New | 55 | $10K |
| DHJJ Financial Advisors, Ltd. | 0.00% | Reduce -15.4% | 55 | $10K |
| Atlantic Edge Private Wealth Management, LLC | 0.00% | No change | 55 | $10K |
| Hexagon Capital Partners LLC | 0.00% | No change | 49 | $9K |
| MidAtlantic Capital Management, Inc. | 0.01% | No change | 48 | $9K |
| Ransom Advisory, Ltd | 0.00% | No change | 45 | $9K |
| Trivant Custom Portfolio Group, LLC | 0.00% | Reduce -12.0% | 44 | $8K |
| Tower View Wealth Management LLC | 0.00% | No change | 42 | $8K |
| Ridgewood Investments LLC | 0.00% | No change | 41 | $8K |
| Nemes Rush Group LLC | 0.00% | Reduce -79.3% | 39 | $7K |
| First Community Trust NA | 0.01% | No change | 36 | $7K |
| VitalStone Financial, LLC | 0.00% | No change | 32 | $6K |
| Granite Investment Partners, LLC | 0.00% | No change | 29 | $6K |
| Broadwater Capital Management LLC | 0.00% | No change | 26 | $5K |
| Iron Horse Wealth Management, LLC | 0.00% | No change | 23 | $4K |
| AllSquare Wealth Management LLC | 0.00% | No change | 20 | $4K |
| Toth Financial Advisory Corp. | 0.00% | No change | 20 | $4K |
| Fairman Group, LLC | 0.00% | No change | 16 | $3K |
| Provident Wealth Management, LLC | 0.00% | No change | 16 | $3K |
| Koesten, Hirschmann & Crabtree, INC. | 0.00% | No change | 14 | $3K |
| Uncommon Cents Investing LLC | 0.00% | New | 13 | $2K |
| Legacy Bridge, LLC | 0.00% | No change | 12 | $2K |
| Sachetta, LLC | 0.00% | New | 9 | $2K |
| Transcendent Capital Group LLC | 0.00% | New | 9 | $2K |
| Main Street Group, LTD | 0.00% | No change | 8 | $2K |
| Annapolis Financial Services, LLC | 0.00% | No change | 6 | $1K |
| Hara Capital LLC | 0.00% | New | 5 | $949 |
| Nixon Capital, LLC | 0.00% | New | 4 | $759 |
| Trifecta Capital Advisors, LLC | 0.00% | No change | 2 | $380 |
"% 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.