iShares Russell 1000 Value EIWDETF
13F holders, Q4 2024 (December 31)1,738holders +154
121new positions
72sold out
7famous investors
$185.15avg. 13F price*
At the end of Q4 2024, 1,738 institutions reported holding iShares Russell 1000 Value E (IWD) in their 13F filings, up 154 from Q3 2024. 121 opened new positions and 72 sold out. The largest holders were Bank of America Corp. ($10.0B), Morgan Stanley ($7.1B) and Goldman Sachs Group Inc. ($2.8B). 7 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), Mario Gabelli (0.0% of GAMCO Investors's portfolio) and Bill Nygren (0.0% of Harris Associates (Oakmark Funds)'s portfolio).
- Company
- iShares Russell 1000 Value E
- CUSIP
- 464287598
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 121 | $235.2M |
| Exits | 72 | $225.7M |
All 13F filers, Q3 2024 → Q4 2024: 29,263,962 shares bought and 6,516,982 shares sold, net +22,746,980 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,738 holders
| Bank of America Corp. | 0.93% | Add +9.5% | 54,061,592 | $10.0B |
| Morgan Stanley | 0.50% | Add +20.4% | 38,377,583 | $7.1B |
| Goldman Sachs Group Inc. | 0.54% | Add +0.3% | 15,266,263 | $2.8B |
| FMR LLC | 0.10% | Add +4.0% | 9,268,989 | $1.7B |
| JPMorgan Chase & Co. | 0.14% | Add +7.8% | 9,252,043 | $1.7B |
| Financial Engines Advisors L.L.C. | 3.51% | Reduce -3.5% | 9,013,079 | $1.7B |
| Envestnet Asset Management Inc. | 0.47% | Add +21.6% | 7,877,198 | $1.5B |
| UBS Group AG | 0.30% | Add +3.9% | 7,137,084 | $1.3B |
| Wells Fargo & Company | 0.28% | Add +36.6% | 6,284,015 | $1.2B |
| Raymond James Financial Inc. | 0.36% | — | 5,253,808 | $972.6M |
| Baird Financial Group, Inc. | 1.63% | Add +3.6% | 4,599,543 | $851.5M |
| Northern Trust Corp. | 0.11% | Add +8.8% | 4,265,281 | $789.6M |
| Jones Financial Companies LLLP | 0.70% | Reduce -35.5% | 3,985,097 | $737.8M |
| M&T Bank Corp | 2.31% | Add +4.9% | 3,720,837 | $688.8M |
| LPL Financial LLC | 0.28% | Add +12.9% | 3,720,195 | $688.7M |
| PNC Financial Services Group, Inc. | 0.42% | Add +4.3% | 3,386,955 | $627.0M |
| Prudential Financial Inc. | 0.75% | Add +52.8% | 2,966,613 | $549.2M |
| Synovus Financial Corp. | 6.87% | Add +2.3% | 2,914,288 | $539.5M |
| Jasper Ridge Partners, L.P. | 16.09% | Add +1.0% | 2,745,105 | $508.2M |
| Truist Financial Corp. | 0.73% | Add +13.6% | 2,501,354 | $463.1M |
| Royal Bank of Canada | 0.09% | Add +18.7% | 2,365,558 | $437.9M |
| Alaska Permanent Fund Corp | 6.48% | Reduce -4.3% | 2,357,188 | $436.4M |
| Stifel Financial Corp. | 0.41% | Add +9.6% | 2,135,184 | $395.3M |
| BlackRock, Inc. | 0.01% | Reduce -21.0% | 2,054,601 | $380.4M |
| Commonwealth Equity Services, LLC | 0.53% | Reduce -4.2% | 1,966,562 | $364.1M |
| GLOBALT Investments LLC / GA | 12.97% | Reduce -2.8% | 1,830,593 | $338.9M |
| Ameriprise Financial Inc. | 0.07% | Add +51.8% | 1,519,052 | $281.2M |
| Stairway Partners, LLC | 14.41% | Add +3.6% | 1,235,849 | $228.8M |
| Alliancebernstein L.P. | 0.08% | Reduce -29.4% | 1,231,290 | $227.9M |
| Cetera Investment Advisers | 0.48% | Add +11.6% | 1,231,116 | $227.9M |
| Tiaa Trust, National Association | 0.68% | Reduce -1.1% | 1,214,994 | $224.6M |
| Johns Hopkins University | 7.70% | No change | 1,105,404 | $204.6M |
| Comerica Bank | 0.81% | Add +7.1% | 1,086,718 | $201.2M |
| HighTower Advisors, LLC | 0.27% | Add +8.1% | 1,065,883 | $197.3M |
| Natixis Advisors, LLC | 0.36% | Add +125.7% | 1,035,112 | $191.6M |
| Citigroup Inc. | 0.18% | Reduce -4.9% | 1,027,987 | $190.3M |
| Rockefeller Capital Management L.P. | 0.49% | Add +0.1% | 1,016,460 | $188.2M |
| Franklin Resources Inc. | 0.05% | Add +118.9% | 936,279 | $173.3M |
| NorthCoast Asset Management LLC | 0.78% | Add +4.4% | 861,760 | $159.5M |
| US Bancorp \de | 0.21% | Reduce -1.5% | 858,624 | $159.0M |
| Waldron Private Wealth LLC | 6.34% | Reduce -0.7% | 850,844 | $157.5M |
| Oakworth Capital, Inc. | 9.73% | Add +2.4% | 764,174 | $141.5M |
| Commerce Bank | 0.86% | Reduce -1.7% | 750,734 | $139.0M |
| Bank of New York Mellon Corp | 0.02% | Add +9.0% | 728,800 | $134.9M |
| BNP Paribas Financial Markets | 0.10% | Reduce -10.6% | 697,373 | $129.1M |
| Stephens Inc. | 1.80% | Add +4.7% | 692,124 | $128.1M |
| Wealth Enhancement Advisory Services, LLC | 0.24% | Add +1.4% | 671,674 | $124.3M |
| 1ST Source Bank | 6.99% | Reduce -0.8% | 660,089 | $122.2M |
| Circle Wealth Management, LLC | 2.41% | Add +0.1% | 607,633 | $112.5M |
| American Century Companies Inc. | 0.06% | Reduce -2.5% | 576,258 | $106.7M |
| Nuveen Asset Management, LLC | 0.03% | Add +144.3% | 547,463 | $101.4M |
| Bank of Nova Scotia | 0.18% | Add +35.6% | 541,657 | $100.3M |
| Pathstone Holdings, LLC | 0.44% | Add +3.0% | 534,418 | $99.1M |
| Creative Planning | 0.10% | Add +1.4% | 531,691 | $98.4M |
| Mariner, LLC | 0.15% | Reduce -1.3% | 492,338 | $91.1M |
| Massachusetts Financial Services Co. | 0.03% | Add +271.5% | 484,386 | $89.7M |
| Corient Private Wealth LP | 0.15% | Reduce -0.7% | 486,496 | $89.6M |
| Focus Partners Wealth | 0.23% | Add +199.3% | 476,630 | $88.2M |
| Modera Wealth Management, LLC | 1.00% | Reduce -1.3% | 445,948 | $82.6M |
| Equity Investment Corp. | 1.91% | Add +291.7% | 439,833 | $81.4M |
| Osaic Holdings, Inc. | 0.17% | Add +6.2% | 414,639 | $76.8M |
| Cedar Mountain Advisors, LLC | 16.82% | Add +0.7% | 413,551 | $76.6M |
| Northwestern Mutual Wealth Management Co. | 0.06% | Add +0.1% | 413,330 | $76.5M |
| Cassaday & Co Wealth Management LLC | 2.04% | Add +9.4% | 403,598 | $74.7M |
| Equitable Holdings, Inc. | 0.69% | Reduce -4.1% | 390,861 | $72.4M |
| Choreo, LLC | 1.03% | Add +1.3% | 388,500 | $71.9M |
| MV Capital Management, Inc. | 7.51% | Add +1.1% | 379,988 | $70.3M |
| MML Investors Services, LLC | 0.24% | Add +1.9% | 377,266 | $69.8M |
| Captrust Financial Advisors | 0.20% | Reduce -0.3% | 370,305 | $68.6M |
| Geller Advisors LLC | 4.46% | Reduce -5.5% | 367,037 | $67.9M |
| Stephens Group Asset Management, LLC | 5.64% | Reduce -0.2% | 365,537 | $67.7M |
| Bridges Investment Management Inc. | 0.94% | Reduce -1.1% | 364,036 | $67.4M |
| Landaas & Co. /Wi | 18.20% | Reduce -0.8% | 355,144 | $65.7M |
| Cullen/Frost Bankers, Inc. | 0.90% | Add +2.3% | 353,989 | $65.5M |
| Fifth Third Bancorp | 0.23% | Reduce -5.3% | 337,280 | $62.4M |
| Oppenheimer Asset Management Inc. | 0.75% | Add +461.4% | 333,272 | $61.7M |
| StoneX Group Inc. | 3.34% | Add +0.6% | 327,433 | $60.6M |
| Badgley Phelps Wealth Managers, LLC | 1.41% | Add +45.8% | 326,046 | $60.4M |
| MAI Capital Management | 0.44% | Add +4.0% | 320,421 | $59.3M |
| EP Wealth Advisors, LLC | 0.48% | Reduce -1.4% | 318,876 | $59.0M |
| Moneta Group Investment Advisors LLC | 0.82% | Add +0.8% | 315,448 | $58.4M |
| Private Advisor Group, LLC | 0.33% | Reduce -3.4% | 314,886 | $58.3M |
| Brown Advisory Inc. | 0.07% | Add +7.8% | 314,785 | $58.3M |
| Assetmark, Inc. | 0.15% | Reduce -2.8% | 300,113 | $55.6M |
| Cresset Asset Management, LLC | 0.27% | Reduce -7.3% | 300,081 | $55.6M |
| Beacon Pointe Advisors, LLC | 0.60% | Add +274.6% | 293,411 | $54.3M |
| Cambiar Investors LLC | 2.15% | Add +811.8% | 292,754 | $54.2M |
| London Co. of Virginia | 0.29% | Add +2478.4% | 290,119 | $53.7M |
| First Business Financial Services, Inc. | 5.26% | Add +0.4% | 287,455 | $53.2M |
| Janney Montgomery Scott LLC | 0.15% | Add +59.1% | 284,776 | $52.7M |
| Boston Partners | 0.06% | Add +76.2% | 263,419 | $49.3M |
| Paulson Wealth Management Inc. | 13.18% | Add +13.5% | 260,846 | $48.3M |
| FSA Wealth Management LLC | 19.08% | Reduce -0.4% | 253,893 | $47.0M |
| Wind River Trust Co | 18.44% | No change | 253,335 | $46.9M |
| Steward Partners Investment Advisory, LLC | 0.41% | Add +1.4% | 251,890 | $46.6M |
| Zacks Investment Management | 0.41% | Add +403.5% | 240,880 | $44.6M |
| Brandywine Global Investment Management, LLC | 0.32% | Reduce -29.4% | 236,914 | $43.9M |
| Thrivent Financial for Lutherans | 0.08% | Add +2.5% | 223,590 | $43.6M |
| Cerity Partners LLC | 0.09% | Add +17.2% | 229,773 | $42.6M |
| Flaharty Asset Management, LLC | 6.06% | Reduce -2.3% | 224,352 | $41.5M |
| Woodard & Co. Asset Management Group Inc. | 8.87% | Add +91.6% | 222,425 | $41.2M |
| Relyea Zuckerberg Hanson LLC | 5.53% | Add +0.7% | 222,296 | $41.2M |
| Kestra Advisory Services, LLC | 0.22% | Add +3.8% | 215,298 | $39.9M |
| Blair William & Co. | 0.12% | Reduce -2.9% | 214,045 | $39.6M |
| Nadler Financial Group, Inc. | 4.16% | Reduce -2.2% | 213,075 | $39.4M |
| Citadel Advisors | 0.04% | Add +324.9% | 212,704 | $39.4M |
| Coho Partners, Ltd. | 1.81% | Add +13577.3% | 212,271 | $39.3M |
| Aristotle Capital Management, LLC | 0.08% | Add +613.4% | 211,066 | $39.1M |
| Comprehensive Financial Management LLC | 1.07% | No change | 210,233 | $38.9M |
| Envestnet Portfolio Solutions, Inc. | 0.13% | Add +28.6% | 209,921 | $38.9M |
| Graypoint LLC | 2.35% | Add +1.8% | 209,904 | $38.9M |
| Mesirow Financial Investment Management, Inc. | 0.77% | Add +0.0% | 208,636 | $38.6M |
| Jmac Enterprises LLC | 5.91% | Add +3.3% | 203,487 | $37.7M |
| First Horizon Advisors, Inc. | 1.03% | Add +1.1% | 199,496 | $36.9M |
| M.D. Sass, LLC | 2.80% | Add +189.6% | 197,774 | $36.6M |
| Regions Financial Corp. | 0.27% | Reduce -0.9% | 195,958 | $36.3M |
| CX Institutional | 1.42% | Add +48.3% | 193,626 | $35.8M |
| Simon Quick Advisors, LLC | 2.11% | Reduce -0.4% | 190,064 | $35.2M |
| Mission Wealth Management, LP | 0.82% | Add +2.8% | 185,834 | $34.4M |
| Mercer Global Advisors Inc. | 0.08% | Reduce -5.3% | 180,940 | $33.5M |
| Pinnacle Financial Partners Inc | 0.67% | Add +13.2% | 178,372 | $33.0M |
| Beirne Wealth Consulting Services, LLC | 11.77% | Add +0.5% | 176,324 | $32.6M |
| CIBC Private Wealth Group LLC | 0.06% | Add +2.3% | 173,510 | $32.3M |
| O'shaughnessy Asset Management, LLC | 0.27% | Add +308.6% | 174,195 | $32.2M |
| LBJ Family Wealth Advisors, Ltd. | 18.60% | Reduce -0.7% | 168,516 | $31.2M |
| Legacy Edge Advisors, LLC | 4.92% | Add +26.9% | 167,840 | $31.0M |
| HB Wealth Management, LLC | 0.31% | Add +0.8% | 165,280 | $30.6M |
| Cullen Capital Management, LLC | 0.35% | New | 163,124 | $30.2M |
| TRUE Private Wealth Advisors | 3.62% | Reduce -1.8% | 161,187 | $29.8M |
| Covenant Partners, LLC | 8.78% | Add +5.0% | 153,886 | $28.5M |
| Keybank National Association | 0.11% | Add +0.1% | 150,092 | $27.8M |
| Avantax Advisory Services, Inc. | 0.17% | Add +102.5% | 149,734 | $27.7M |
| Clearstead Advisors, LLC | 0.42% | Reduce -33.7% | 148,553 | $27.5M |
| TD Private Client Wealth LLC | 0.77% | Add +35.4% | 147,935 | $27.4M |
| HSBC Holdings PLC | 0.02% | Add +1.8% | 143,942 | $26.6M |
| Lido Advisors, LLC | 0.17% | Add +181.1% | 142,183 | $26.3M |
| CFS Investment Advisory Services, LLC | 2.36% | Add +1.2% | 142,180 | $26.3M |
| Kayne Anderson Rudnick Investment Management LLC | 0.06% | Add +494.9% | 138,188 | $25.6M |
| Pacific Sage Partners, LLC | 5.81% | Add +2.9% | 137,620 | $25.5M |
| RMR Wealth Builders | 2.63% | Add +1.4% | 137,418 | $25.4M |
| Savant Capital, LLC | 0.20% | Reduce -1.4% | 136,661 | $25.3M |
| Waverly Advisors, LLC | 0.39% | Add +16.3% | 136,514 | $25.3M |
| NewEdge Advisors, LLC | 0.15% | Add +24.2% | 135,498 | $25.1M |
| AMG National Trust Bank | 0.69% | Reduce -1.5% | 135,574 | $25.0M |
| Eagle Capital Management LLC | 0.09% | New | 134,108 | $24.8M |
| Dynamic Advisor Solutions LLC | 1.07% | Reduce -0.2% | 133,394 | $24.7M |
| Capital Advisors, Ltd. LLC | 3.06% | Add +0.2% | 130,961 | $24.2M |
| Voya Investment Management LLC | 0.03% | Add +151.1% | 129,016 | $23.9M |
| Waterloo Capital, L.P. | 2.50% | Add +2.8% | 128,120 | $23.7M |
| Ieq Capital, LLC | 0.23% | Add +449.1% | 127,562 | $23.6M |
| Cambridge Investment Research Advisors, Inc. | 0.08% | Add +0.2% | 127,226 | $23.6M |
| Level Four Advisory Services, LLC | 0.95% | Add +1910.7% | 125,288 | $23.2M |
| Stratos Investment Management, LLC | 1.36% | Add +14.6% | 122,249 | $22.6M |
| Financial Counselors Inc. | 0.33% | Add +8.1% | 121,638 | $22.5M |
| Bank of Montreal | 0.01% | Add +0.1% | 120,913 | $22.4M |
| PFW Advisors LLC | 6.87% | — | 120,726 | $22.4M |
| Dynasty Wealth Management, LLC | 0.38% | Add +1235.1% | 118,422 | $21.9M |
| LWM Advisors Inc. | 22.00% | — | 118,408 | $21.9M |
| Corundum Group, Inc. | 8.10% | Reduce -3.4% | 117,116 | $21.7M |
| TruWealth Advisors, LLC | 1.29% | Add +2.3% | 115,515 | $21.4M |
| Clearbridge Investments, LLC | 0.02% | Add +2378.5% | 114,334 | $21.2M |
| Callan Family Office, LLC | 1.33% | Add +64.5% | 112,610 | $20.8M |
| Neuberger Berman Group LLC | 0.02% | Add +75.0% | 113,153 | $20.8M |
| Diamond Hill Capital Management, LLC (Investment Advisor) | 0.09% | Add +5752.6% | 112,486 | $20.8M |
| Sanctuary Advisors, LLC | 0.13% | Add +3.5% | 105,854 | $20.6M |
| Parkside Financial Bank & Trust | 2.70% | Add +0.8% | 109,997 | $20.4M |
| Fulton Bank, N.A. | 0.78% | Reduce -4.2% | 109,171 | $20.2M |
| Awm Capital, LLC | 2.46% | Reduce -5.2% | 108,691 | $20.1M |
| Orion Porfolio Solutions, LLC | 0.20% | Add +62.3% | 107,341 | $19.9M |
| Orion Portfolio Solutions, LLC | 0.20% | Add +62.3% | 107,341 | $19.9M |
| Wealthspire Advisors, LLC | 0.20% | Add +0.2% | 107,332 | $19.9M |
| Venture Visionary Partners LLC | 0.82% | Add +4.7% | 103,822 | $19.2M |
| Sylvest Advisors, LLC | 11.68% | — | 102,632 | $19.0M |
| Westshore Wealth, LLC | 7.71% | Add +0.1% | 102,567 | $19.0M |
| Quadrature Capital Ltd | 0.37% | New | 98,607 | $18.3M |
| Atria Wealth Solutions, Inc. | 0.20% | Add +2.5% | 98,267 | $18.2M |
| United Capital Financial Advisors, LLC | 0.15% | Add +2.9% | 98,148 | $18.2M |
| Applied Finance Capital Management, LLC | 0.78% | Add +823.4% | 97,085 | $18.0M |
| BTC Capital Management, Inc. | 1.66% | Add +14.6% | 96,998 | $17.9M |
| CW Advisors, LLC | 0.23% | Add +7.7% | 92,096 | $17.1M |
| CM Wealth Advisors LLC | 5.57% | No change | 92,069 | $17.0M |
| &partners | 0.20% | Add +147.6% | 91,058 | $17.0M |
| GHP Investment Advisors, Inc. | 0.79% | Reduce -0.3% | 91,180 | $16.9M |
| Kestra Private Wealth Services, LLC | 0.29% | Add +29.9% | 90,994 | $16.8M |
| NewEdge Wealth, LLC | 0.28% | Add +241.8% | 87,541 | $16.2M |
| Independent Family Office, LLC | 8.20% | Add +4.0% | 85,276 | $15.8M |
| Noble Family Wealth, LLC | 4.31% | Reduce -0.3% | 84,752 | $15.6M |
| Park Avenue Securities LLC | 0.16% | Add +702.4% | 83,998 | $15.6M |
| Hirtle & Co., LLC | 0.75% | Reduce -0.4% | 83,210 | $15.4M |
| RTD Financial Advisors, Inc. | 1.97% | Add +0.4% | 83,147 | $15.4M |
| Westwood Holdings Group Inc. | 0.12% | Add +29.1% | 81,881 | $15.2M |
| Lindbrook Capital, LLC | 1.37% | Reduce -2.2% | 81,718 | $15.1M |
| Keel Point, LLC | 1.20% | Add +1.5% | 81,226 | $15.0M |
| SG Americas Securities, LLC | 0.07% | Reduce -46.0% | 81,226 | $15.0M |
| Jain Global LLC | 0.45% | — | 80,834 | $15.0M |
| Nestegg Advisors, Inc. | 15.12% | — | 76,861 | $14.9M |
| Integrated Investment Consultants, LLC | 3.07% | Reduce -2.9% | 85,612 | $14.9M |
| Bleakley Financial Group, LLC | 0.45% | Add +0.7% | 80,439 | $14.9M |
| FDx Advisors, Inc. | 4.32% | Reduce -7.3% | 79,820 | $14.8M |
| Montag A & Associates Inc. | 0.70% | Add +15.1% | 79,060 | $14.6M |
| Atria Investments, Inc | 0.18% | Add +889.6% | 78,762 | $14.6M |
| Silvercrest Asset Management Group LLC | 0.10% | Add +13.9% | 78,130 | $14.5M |
| Stratos Wealth Advisors, LLC | 0.68% | Reduce -24.9% | 76,897 | $14.2M |
| Objectivity Squared, LLC | 9.64% | Add +2.6% | 75,584 | $13.9M |
| Country Club Bank | 0.88% | Reduce -4.6% | 71,334 | $13.2M |
| Caisse de depot et placement du Quebec | 0.03% | Reduce -41.7% | 70,000 | $13.0M |
| Ellenbecker Investment Group | 2.31% | Add +126.8% | 69,747 | $12.9M |
| First Citizens Bank & Trust Co. | 0.24% | Reduce -9.9% | 69,705 | $12.9M |
| XML Financial, LLC | 1.18% | Add +0.4% | 69,572 | $12.9M |
| CHURCHILL MANAGEMENT Corp | 0.14% | Reduce -4.5% | 68,304 | $12.6M |
| Carolinas Wealth Consulting LLC | 2.47% | Reduce -7.9% | 67,927 | $12.6M |
| Claro Advisors Inc. | 1.69% | Reduce -2.8% | 67,535 | $12.5M |
| Newport Capital Group, LLC | 9.20% | Add +2.3% | 67,424 | $12.5M |
| US Financial Advisors, LLC | 3.78% | Add +2.4% | 66,332 | $12.3M |
| Allspring Global Investments Holdings, LLC | 0.02% | Add +37.4% | 66,055 | $12.2M |
| Glenmede Trust Co. NA | 0.06% | Reduce -20.5% | 65,637 | $12.2M |
| Certuity, LLC | 1.32% | Add +59.7% | 65,633 | $12.2M |
| New York Life Investment Management LLC | 0.12% | Reduce -37.8% | 64,823 | $12.0M |
| Summit Wealth & Retirement Planning, Inc. | 3.70% | Reduce -0.4% | 64,496 | $11.9M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.23% | Reduce -6.2% | 64,480 | $11.9M |
| Cwm, LLC | 0.05% | Reduce -1.3% | 64,174 | $11.9M |
| Sonata Capital Group Inc. | 4.91% | Add +0.5% | 64,084 | $11.9M |
| Proathlete Wealth Management LLC | 4.45% | Add +15.0% | 63,893 | $11.8M |
| Oppenheimer & Co. Inc. | 0.18% | Add +1.7% | 63,511 | $11.8M |
| Aptus Capital Advisors, LLC | 0.14% | Add +10.6% | 62,966 | $11.7M |
| Willis Johnson & Associates, Inc. | 0.89% | Reduce -2.0% | 62,835 | $11.6M |
| Insight 2811, Inc. | 5.95% | Reduce -2.1% | 62,371 | $11.5M |
| Breakwater Capital Group | 2.28% | Reduce -1.5% | 61,982 | $11.5M |
| Sagespring Wealth Partners, LLC | 0.30% | — | 61,277 | $11.3M |
| Genesis Private Wealth, LLC | 6.22% | — | 60,936 | $11.3M |
| Prism Advisors, Inc. | 3.37% | Reduce -0.5% | 60,720 | $11.2M |
| FMA Wealth Management, LLC | 8.33% | Reduce -0.5% | 60,480 | $11.2M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.02% | New | 60,000 | $11.1M |
| Ashton Thomas Private Wealth, LLC | 0.43% | Add +3.1% | 59,736 | $11.1M |
| Harris Associates (Oakmark Funds) | 0.02% | New | 59,610 | $11.0M |
| RE Dickinson Investment Advisors, LLC | 9.29% | Add +2.8% | 58,746 | $10.9M |
| West Bancorporation Inc. | 7.03% | Add +1.1% | 57,768 | $10.7M |
| Avidian Wealth Enterprises, LLC | 0.47% | Add +0.6% | 57,059 | $10.6M |
| Macquarie Group Ltd. | 0.01% | Add +1279.6% | 57,032 | $10.6M |
| Sterling Capital Management LLC | 0.14% | New | 56,923 | $10.5M |
| Haverford Trust Co | 0.10% | Reduce -3.4% | 56,664 | $10.5M |
| Bokf, NA | 0.18% | Reduce -6.5% | 57,144 | $10.5M |
| MetLife Investment Management, LLC | 0.06% | Add +11.2% | 56,500 | $10.5M |
| Investment Partners, LTD. | 4.30% | Add +0.0% | 56,427 | $10.4M |
| Johnson Financial Group, Inc. | 0.49% | Reduce -65.2% | 53,940 | $10.4M |
| SlateStone Wealth, LLC | 1.02% | Add +16.4% | 56,271 | $10.4M |
| Visionary Wealth Advisors | 0.61% | Reduce -1.8% | 56,138 | $10.4M |
| Mather Group, Llc. | 0.13% | Reduce -1.4% | 56,104 | $10.4M |
| Nottingham Advisors, Inc. | 1.31% | Reduce -10.0% | 55,631 | $10.3M |
| Summit Financial, LLC | 0.36% | Add +15.3% | 55,204 | $10.2M |
| Chicago Partners Investment Group LLC | 0.33% | Add +0.0% | 53,637 | $10.0M |
| Goelzer Investment Management, Inc. | 0.57% | Reduce -9.0% | 52,952 | $9.8M |
| Newton One Investments LLC | 3.69% | Reduce -1.6% | 51,748 | $9.6M |
| Integrated Wealth Concepts LLC | 0.11% | Add +18.7% | 51,504 | $9.5M |
| Johnson Investment Counsel Inc. | 0.09% | Add +0.6% | 50,951 | $9.4M |
| Bessemer Group Inc. | 0.01% | Add +1.4% | 49,796 | $9.2M |
| Montecito Bank & Trust | 1.59% | Reduce -0.5% | 49,442 | $9.2M |
| Nwam LLC | 0.56% | Add +3.0% | 49,002 | $9.1M |
| Blue Trust, Inc. | 0.12% | Reduce -1.9% | 48,804 | $9.0M |
| Renaissance Technologies | 0.01% | Add +512.8% | 47,800 | $8.8M |
| Fidelis Capital Partners, LLC | 0.88% | Reduce -1.4% | 45,741 | $8.8M |
| Naples Global Advisors, LLC | 0.82% | Add +3.9% | 47,299 | $8.8M |
| Tradition Wealth Management, LLC | 0.77% | Add +0.0% | 47,150 | $8.7M |
| Kingsview Wealth Management, LLC | 0.17% | Add +201.3% | 46,835 | $8.7M |
| Hancock Whitney Corp. | 0.27% | Add +5.8% | 46,827 | $8.7M |
| AQR Capital Management | 0.01% | New | 46,697 | $8.6M |
| Diversified Trust Co. | 0.21% | Reduce -3.6% | 46,605 | $8.6M |
| JFS Wealth Advisors, LLC | 0.58% | Reduce -4.0% | 46,109 | $8.5M |
| Segment Wealth Management, LLC | 0.58% | Reduce -0.3% | 46,029 | $8.5M |
| Jefferies Financial Group Inc. | 0.10% | Add +11.6% | 45,511 | $8.4M |
| Valeo Financial Advisors, LLC | 0.23% | Reduce -0.7% | 44,704 | $8.3M |
| Essential Planning, LLC. | 0.05% | New | 43,163 | $8.3M |
| Clayton Financial Group LLC | 2.98% | Reduce -0.0% | 44,648 | $8.3M |
| Great Lakes Advisors, LLC | 0.07% | Add +346.6% | 43,866 | $8.1M |
| Sierra Capital LLC | 0.96% | Add +0.1% | 43,709 | $8.1M |
| Pinebridge Investments, L.P. | 0.06% | Add +51.9% | 43,681 | $8.1M |
| Allworth Financial LP | 0.04% | Add +25.6% | 41,893 | $8.1M |
| Oldfather Financial Services, LLC | 3.05% | Add +0.6% | 43,254 | $8.0M |
| Ausdal Financial Partners, Inc. | 0.69% | Add +0.6% | 43,118 | $8.0M |
| Morton Capital Management LLC | 1.50% | Add +15.4% | 42,818 | $7.9M |
| Wellspring Financial Advisors, LLC | 0.82% | Reduce -0.5% | 42,424 | $7.9M |
| Marquette Asset Management, LLC | 1.28% | Add +0.3% | 42,231 | $7.8M |
| Anchor Capital Advisors LLC | 0.22% | Add +170.7% | 42,178 | $7.8M |
| Rebalance, LLC | 0.58% | Add +0.7% | 42,010 | $7.8M |
| Lyrical Asset Management LP | 0.11% | Add +492.5% | 41,610 | $7.7M |
| Citizens Financial Group Inc. | 0.15% | Add +55.1% | 41,416 | $7.7M |
| Oxford Financial Group, LTD. LLC | 0.50% | Reduce -3.1% | 41,389 | $7.7M |
| NFJ Investment Group, LLC | 0.25% | Add +2078.2% | 41,385 | $7.7M |
| Jane Street Group, LLC | 0.01% | Add +1359.5% | 41,289 | $7.6M |
| Snowden Capital Advisors LLC | 0.24% | Reduce -0.4% | 40,829 | $7.6M |
| Sei Investments Co. | 0.01% | Add +43.8% | 40,828 | $7.6M |
| Smith & Howard Wealth Management, LLC | 2.12% | Reduce -0.7% | 40,463 | $7.5M |
| Associated Banc-Corp | 0.22% | Add +0.4% | 40,040 | $7.4M |
| Jump Financial, LLC | 0.16% | New | 39,914 | $7.4M |
| Arbor Investment Advisors, LLC | 1.02% | Add +0.8% | 39,235 | $7.3M |
| Sowell Financial Services LLC | 0.38% | Add +23.8% | 38,848 | $7.2M |
| Finley Financial, LLC | 3.73% | — | 37,912 | $7.2M |
| OneDigital Investment Advisors LLC | 0.08% | Add +0.9% | 38,563 | $7.1M |
| Mullaney, Keating & Wright, Inc. | 4.81% | Reduce -1.2% | 38,505 | $7.1M |
| Parallel Advisors, LLC | 0.16% | Add +1.5% | 38,476 | $7.1M |
| Sunburst Financial Group, LLC | 1.76% | No change | 38,451 | $7.1M |
| Edge Capital Group, LLC | 0.32% | Reduce -0.8% | 38,407 | $7.1M |
| BG Investment Services, LLC | 7.12% | — | 38,206 | $7.1M |
| HBK Sorce Advisory LLC | 0.21% | Reduce -4.5% | 37,859 | $7.0M |
| HMS Capital Management, LLC | 3.37% | Reduce -2.9% | 37,671 | $7.0M |
| Principal Financial Group Inc. | 0.00% | Add +48.2% | 37,357 | $6.9M |
| Wilmington Savings Fund Society, FSB | 0.12% | Add +23.2% | 37,119 | $6.9M |
| American State Bank (Iowa) | 4.13% | Add +4.1% | 37,030 | $6.9M |
| Tandem Financial, LLC | 7.37% | — | 36,879 | $6.8M |
| Astoria Strategic Wealth, Inc. | 2.02% | Reduce -2.0% | 36,700 | $6.8M |
| Brighton Jones LLC | 0.20% | Add +8.8% | 36,663 | $6.8M |
| Ameritas Advisory Services, LLC | 0.23% | Add +25.1% | 36,334 | $6.7M |
| NorthRock Partners, LLC | 0.22% | Add +1.6% | 36,312 | $6.7M |
| Webster Bank, N. A. | 0.72% | Add +2.4% | 36,210 | $6.7M |
| Retirement Income Solutions, Inc. | 1.34% | Reduce -4.2% | 35,833 | $6.6M |
| Ballast, Inc. | 1.90% | Add +1.3% | 35,804 | $6.6M |
| Baker Avenue Asset Management, LP | 0.20% | Reduce -0.3% | 35,525 | $6.6M |
| CFM Wealth Partners LLC | 1.10% | Add +0.7% | 35,344 | $6.5M |
| Dimension Capital Management LLC | 1.07% | Add +3.7% | 35,250 | $6.5M |
| Linscomb Wealth, Inc. | 0.32% | Reduce -1.7% | 34,321 | $6.4M |
| Advisory Services Network, LLC | 0.12% | Add +8.2% | 34,311 | $6.4M |
| ARK & TLK Investments, LLC | 2.21% | Add +0.0% | 34,309 | $6.4M |
| Old National Bancorp | 0.15% | Add +38.0% | 34,309 | $6.4M |
| Premier Path Wealth Partners, LLC | 0.96% | Add +60.6% | 34,171 | $6.3M |
| Aspiriant, LLC | 0.23% | Reduce -2.7% | 33,800 | $6.3M |
| Sepio Capital, LP | 0.50% | Reduce -2.1% | 33,640 | $6.2M |
| Whittier Trust Co. | 0.08% | Reduce -3.3% | 33,489 | $6.2M |
| Eastern Bank | 0.11% | Add +1.1% | 33,348 | $6.2M |
| Loomis Sayles & Co. L P | 0.01% | No change | 33,306 | $6.2M |
| Mill Creek Capital Advisors, LLC | 0.15% | No change | 32,931 | $6.1M |
| Quent Capital, LLC | 0.63% | Add +14.1% | 32,917 | $6.1M |
| American Institute for Advanced Investment Management, LLP | 4.53% | Reduce -2.2% | 32,820 | $6.1M |
| Brown Brothers Harriman & Co. | 0.04% | Add +7.9% | 32,296 | $6.0M |
| Deutsche Bank AG | 0.00% | Reduce -6.7% | 32,279 | $6.0M |
| Vanguard Group Inc. | 0.00% | Reduce -0.9% | 32,024 | $5.9M |
| Centennial Bank | 2.79% | Reduce -10.4% | 32,004 | $5.9M |
| Harbour Capital Advisors, LLC | 1.31% | No change | 31,592 | $5.9M |
| Stratos Wealth Partners, LTD. | 0.08% | Reduce -11.4% | 31,429 | $5.8M |
| Quadrant Capital Group LLC | 0.40% | Reduce -0.1% | 31,424 | $5.8M |
| Ullmann Wealth Partners Group, LLC | 0.74% | Reduce -2.5% | 31,137 | $5.8M |
| Global Retirement Partners, LLC | 0.16% | Add +15.2% | 30,641 | $5.7M |
| Ballentine Partners, LLC | 0.10% | Reduce -0.4% | 30,561 | $5.7M |
| Towerpoint Wealth, LLC | 2.73% | Add +0.9% | 30,064 | $5.6M |
| Auour Investments LLC | 1.94% | Add +2.0% | 28,656 | $5.5M |
| Widmann Financial Services, Inc. | 4.27% | Add +4.4% | 29,804 | $5.5M |
| Crescent Grove Advisors, LLC | 0.55% | Reduce -0.5% | 29,775 | $5.5M |
| J.W. Cole Advisors, Inc. | 0.22% | Add +3.2% | 29,703 | $5.5M |
| Arete Wealth Advisors, LLC | 0.40% | Add +1.3% | 29,700 | $5.5M |
| Hardy Reed LLC | 0.48% | No change | 29,678 | $5.5M |
| Signaturefd, LLC | 0.10% | Add +4.3% | 29,628 | $5.5M |
| Red Tortoise LLC | 2.87% | Add +0.5% | 29,575 | $5.5M |
| Brightwater Advisory LLC | 4.29% | Reduce -0.6% | 29,545 | $5.5M |
| Brand Asset Management Group, Inc. | 2.22% | Reduce -0.1% | 29,524 | $5.5M |
| Flagstar Securities, Inc. | 1.35% | Add +3.7% | 29,234 | $5.4M |
| Whittier Trust Co. of Nevada Inc. | 0.13% | Reduce -2.6% | 29,173 | $5.4M |
| Disciplined Investments, LLC | 2.66% | Add +0.2% | 29,153 | $5.4M |
| Gladstone Institutional Advisory LLC | 0.25% | Reduce -0.1% | 29,093 | $5.4M |
| Community Bank, N.A. | 0.69% | Reduce -1.3% | 29,079 | $5.4M |
| Rothschild Investment LLC | 0.35% | Add +5.0% | 28,931 | $5.4M |
| Confluence Wealth Services, Inc. | 0.34% | Add +2.1% | 27,114 | $5.3M |
| Confluence Investment Management LLC | 0.07% | New | 28,375 | $5.3M |
| Signet Financial Management, LLC | 0.67% | Add +0.0% | 28,217 | $5.2M |
| Logan Capital Management Inc. | 0.22% | Add +104.4% | 28,145 | $5.2M |
| IHT Wealth Management, LLC | 0.17% | Reduce -11.4% | 28,005 | $5.2M |
| Dorsey & Whitney Trust CO LLC | 0.28% | Add +6.8% | 27,822 | $5.2M |
| Tanglewood Legacy Advisors, LLC | 2.19% | Reduce -1.0% | 27,670 | $5.1M |
| Mackenzie Financial Corp. | 0.01% | No change | 27,600 | $5.1M |
| Meritage Portfolio Management | 0.32% | Add +1.4% | 27,502 | $5.1M |
| Central Valley Advisors, LLC | 2.31% | Reduce -0.8% | 27,473 | $5.1M |
| Hanson & Doremus Investment Management | 0.79% | Add +0.5% | 27,377 | $5.1M |
| UMB Bank, n.a. | 0.08% | Reduce -34.0% | 27,307 | $5.1M |
| Aureus Asset Management, LLC | 0.33% | No change | 27,263 | $5.0M |
| Riverview Capital Advisers, LLC | 1.52% | Add +2.2% | 27,234 | $5.0M |
| AlTi Global, Inc. | 0.12% | Add +2.4% | 27,167 | $5.0M |
| Prospera Financial Services Inc | 0.12% | Reduce -10.0% | 27,135 | $5.0M |
| Stegner Investment Associates Inc. | 3.26% | Add +0.0% | 26,570 | $4.9M |
| Hillcrest Wealth Advisors - NY, LLC | 2.31% | Reduce -1.7% | 26,218 | $4.9M |
| SOL Capital Management CO | 0.54% | Add +2.8% | 26,124 | $4.8M |
| Pinnacle Wealth Planning Services, Inc. | 0.73% | Add +7.6% | 26,098 | $4.8M |
| Manchester Capital Management LLC | 0.56% | Add +0.1% | 25,966 | $4.8M |
| Alta Wealth Advisors LLC | 2.07% | Add +2.5% | 25,555 | $4.7M |
| JMG Financial Group, Ltd. | 0.16% | Add +0.3% | 25,541 | $4.7M |
| Mutual Advisors, LLC | 0.14% | Add +1.7% | 24,756 | $4.7M |
| Broadview Financial Management, LLC | 3.37% | Reduce -1.4% | 25,423 | $4.7M |
| Great Valley Advisor Group, Inc. | 0.10% | Reduce -7.9% | 25,341 | $4.7M |
| Cornerstone Advisory, LLC | 0.53% | Reduce -1.6% | 23,904 | $4.6M |
| Legal & General Group Plc | 0.00% | Add +3.3% | 24,841 | $4.6M |
| Stock Yards Bank & Trust Co. | 0.16% | Add +2.8% | 24,624 | $4.6M |
| Tolleson Wealth Management, Inc. | 0.93% | Reduce -0.5% | 24,441 | $4.5M |
| TPG Financial Advisors, LLC | 1.94% | Add +2.1% | 24,044 | $4.5M |
| Diversified Portfolios, Inc. | 0.49% | Add +1.4% | 24,037 | $4.4M |
| Wealth Alliance, LLC | 0.53% | New | 24,008 | $4.4M |
| Forte Asset Management LLC | 2.35% | Reduce -0.7% | 23,904 | $4.4M |
| Monetary Management Group Inc. | 1.14% | Add +1.3% | 23,722 | $4.4M |
| Wealthcare Advisory Partners LLC | 0.12% | Reduce -1.6% | 23,670 | $4.4M |
| First Merchants Corp. | 0.17% | No change | 23,612 | $4.4M |
| Valmark Advisers, Inc. | 0.07% | Add +4.0% | 23,492 | $4.3M |
| Prime Capital Investment Advisors, LLC | 0.06% | Add +0.5% | 23,480 | $4.3M |
| Moran Wealth Management, LLC | 0.14% | New | 23,456 | $4.3M |
| Rehmann Capital Advisory Group | 0.28% | Reduce -1.2% | 23,451 | $4.3M |
| Sage Financial Group Inc. | 0.35% | Reduce -0.2% | 23,378 | $4.3M |
| Sequoia Financial Advisors, LLC | 0.04% | Add +11.8% | 23,304 | $4.3M |
| DT Investment Partners, LLC | 0.36% | Reduce -15.5% | 23,256 | $4.3M |
| One Capital Management, LLC | 0.14% | Reduce -2.0% | 23,175 | $4.3M |
| Azimuth Capital Investment Management LLC | 0.17% | Add +0.9% | 23,167 | $4.3M |
| D.A. Davidson & Co. | 0.03% | Add +2.8% | 23,149 | $4.3M |
| Ferguson Wellman Capital Management, Inc. | 0.08% | Add +1.5% | 22,684 | $4.2M |
| New England Private Wealth Advisors LLC | 0.66% | Reduce -2.3% | 22,497 | $4.2M |
| Berkshire Asset Management LLC | 0.20% | Add +73.2% | 21,350 | $4.1M |
| Highland Capital Management, LLC | 0.23% | Reduce -3.6% | 22,107 | $4.1M |
| Asset Management Group, Inc. | 0.73% | Reduce -2.4% | 22,087 | $4.1M |
| Potentia Wealth | 1.82% | — | 22,066 | $4.1M |
| FC Advisory LLC | 1.37% | Reduce -2.7% | 22,050 | $4.1M |
| SVB Wealth LLC | 0.08% | New | 22,018 | $4.1M |
| Columbus Macro, LLC | 0.56% | New | 21,895 | $4.1M |
| Sandy Spring Bank | 0.16% | Reduce -2.2% | 21,865 | $4.0M |
| Caprock Group, LLC | 0.13% | Add +11.2% | 21,847 | $4.0M |
| Spire Wealth Management | 0.12% | Reduce -1.4% | 21,681 | $4.0M |
| Resurgent Financial Advisors LLC | 2.36% | Reduce -1.3% | 21,535 | $4.0M |
| McKinley Carter Wealth Services, Inc. | 0.24% | Reduce -5.2% | 21,411 | $4.0M |
| Arkadios Wealth Advisors | 0.21% | Reduce -1.6% | 21,267 | $3.9M |
| TCW Group Inc. | 0.03% | Add +46.7% | 21,058 | $3.9M |
| Wealthspan Partners, LLC | 1.86% | Reduce -2.0% | 21,051 | $3.9M |
| Consolidated Portfolio Review Corp | 0.62% | New | 21,032 | $3.9M |
| Holistic Financial Partners | 1.91% | Reduce -0.2% | 20,819 | $3.9M |
| Aaron Wealth Advisors LLC | 0.44% | Add +23.5% | 20,677 | $3.8M |
| Merit Financial Group, LLC | 0.07% | Add +150.8% | 20,657 | $3.8M |
| EverSource Wealth Advisors, LLC | 0.21% | Add +1.0% | 20,582 | $3.8M |
| Hilltop Holdings Inc. | 0.24% | Add +346.2% | 20,452 | $3.8M |
| Fiduciary Financial Group, LLC | 0.83% | Reduce -4.4% | 20,592 | $3.8M |
| Stage Harbor Financial, LLC | 3.29% | Add +0.2% | 20,417 | $3.8M |
| Hamlin Capital Management, LLC | 0.09% | New | 20,266 | $3.8M |
| Oarsman Capital, Inc. | 0.65% | Add +0.7% | 20,213 | $3.7M |
| Watts Gwilliam & Co., LLC | 0.79% | Add +1.3% | 20,077 | $3.7M |
| Next Capital Management LLC | 1.53% | Add +6.0% | 20,105 | $3.7M |
| Acropolis Investment Management, LLC | 0.22% | Reduce -0.3% | 19,992 | $3.7M |
| T. Rowe Price Associates Inc. | 0.00% | Add +41.8% | 19,847 | $3.7M |
| 1900 Wealth Management LLC | 0.31% | Reduce -0.5% | 19,741 | $3.7M |
| Magnus Financial Group LLC | 0.35% | Reduce -3.3% | 19,726 | $3.7M |
| Rhumbline Advisers | 0.00% | Reduce -45.5% | 19,709 | $3.6M |
| Raffa Wealth Management, LLC | 0.85% | No change | 19,695 | $3.6M |
| Smith, Moore & Co. | 0.33% | Reduce -1.4% | 19,674 | $3.6M |
| Dana Investment Advisors, Inc. | 0.12% | Add +327.2% | 19,641 | $3.6M |
| Focus Partners Advisor Solutions, LLC | 0.06% | Add +6.8% | 19,638 | $3.6M |
| Harbor Investment Advisory, LLC | 0.34% | Add +0.2% | 19,485 | $3.6M |
| Summit Investment Advisors, Inc. | 3.20% | — | 18,486 | $3.6M |
| Park Place Capital Corp | 1.01% | Add +112.8% | 19,426 | $3.6M |
| Stillwater Capital Advisors, LLC | 0.44% | Reduce -6.9% | 19,352 | $3.6M |
| Foundation Wealth Management, LLC\PA | 1.73% | — | 19,308 | $3.6M |
| IFP Advisors, Inc | 0.12% | Add +155.2% | 19,177 | $3.6M |
| Carret Asset Management, LLC | 0.39% | Reduce -16.3% | 19,061 | $3.5M |
| Qube Research & Technologies Ltd | 0.01% | Reduce -33.5% | 19,053 | $3.5M |
| Equitable Trust Co. | 0.20% | New | 19,029 | $3.5M |
| St. Louis Trust Co | 0.50% | No change | 19,018 | $3.5M |
| Pointe Capital Management LLC | 2.01% | Add +1.7% | 18,878 | $3.5M |
| Independent Advisor Alliance | 0.05% | Add +1367.1% | 18,867 | $3.5M |
| EPG Wealth Management LLC | 0.92% | Add +0.1% | 18,855 | $3.5M |
| Saxon Interests, Inc. | 1.53% | Add +43.9% | 18,751 | $3.5M |
| Mainstream Capital Management LLC | 2.43% | Reduce -0.9% | 18,686 | $3.5M |
| Baron Wealth Management LLC | 1.62% | New | 18,641 | $3.5M |
| Busey Bank | 0.11% | Add +10.1% | 18,623 | $3.4M |
| Argyle Capital Partners, LLC | 2.91% | — | 18,320 | $3.4M |
| Prosperity Consulting Group, LLC | 0.25% | Add +433.2% | 18,058 | $3.3M |
| Wakefield Asset Management LLLP | 1.12% | Reduce -21.6% | 17,977 | $3.3M |
| Rinkey Investments | 1.06% | Reduce -9.4% | 17,841 | $3.3M |
| Goodman Financial Corp | 0.70% | No change | 17,805 | $3.3M |
| Donald Smith & Co., Inc. | 0.08% | No change | 17,800 | $3.3M |
| GTS Securities LLC | 0.16% | Reduce -45.1% | 17,701 | $3.3M |
| Bryn Mawr Trust Advisors, LLC | 0.18% | Add +0.5% | 17,657 | $3.3M |
| Cary Street Partners Financial LLC | 0.10% | — | 17,496 | $3.2M |
| Winthrop Advisory Group LLC | 0.39% | Add +17.2% | 17,457 | $3.2M |
| Western Wealth Management, LLC | 0.17% | Reduce -2.3% | 17,431 | $3.2M |
| Quadcap Wealth Management, LLC | 0.47% | Reduce -28.9% | 17,237 | $3.2M |
| Dodge & Cox | 0.00% | New | 17,100 | $3.2M |
| Perigon Wealth Management, LLC | 0.08% | Add +5.9% | 16,650 | $3.2M |
| STAR Financial Bank | 2.27% | Reduce -11.8% | 17,038 | $3.2M |
| Affinity Capital Advisors, LLC | 0.59% | Reduce -0.6% | 16,915 | $3.1M |
| Aprio Wealth Management, LLC | 0.46% | Reduce -2.8% | 16,995 | $3.1M |
| Avior Wealth Management, LLC | 0.11% | Add +1.3% | 16,923 | $3.1M |
| Essex Financial Services, Inc. | 0.22% | Reduce -0.9% | 16,909 | $3.1M |
| Quantum Portfolio Management LLC | 1.66% | Add +0.3% | 16,684 | $3.1M |
| Argent Trust Co | 0.13% | Add +1.3% | 16,682 | $3.1M |
| SOA Wealth Advisors, LLC. | 0.56% | Reduce -4.6% | 16,505 | $3.1M |
| Opes Wealth Management LLC | 0.62% | Add +0.1% | 16,314 | $3.0M |
| Topel & Distasi Wealth Management, LLC | 1.29% | Reduce -23.9% | 16,257 | $3.0M |
| Unionview, LLC | 2.20% | Reduce -0.2% | 16,184 | $3.0M |
| Provenance Wealth Advisors, LLC | 0.39% | Reduce -3.9% | 16,138 | $3.0M |
| Foster & Motley Inc. | 0.19% | Add +125.0% | 16,112 | $3.0M |
| Grove Bank & Trust | 0.41% | Add +2.9% | 16,098 | $3.0M |
| Axxcess Wealth Management, LLC | 0.07% | Add +4.6% | 16,041 | $3.0M |
| Twin Focus Capital Partners, LLC | 0.44% | Reduce -13.2% | 15,943 | $3.0M |
| Ancora Advisors LLC | 0.07% | Add +1.2% | 15,933 | $2.9M |
| Glenview Trust Co | 0.06% | Reduce -0.4% | 15,926 | $2.9M |
| W Advisors, LLC | 1.82% | Add +19.8% | 15,870 | $2.9M |
| Integrated Advisors Network LLC | 0.14% | Add +258.6% | 15,730 | $2.9M |
| Cornerstone Wealth Advisors, Inc. | 0.80% | Reduce -0.7% | 15,663 | $2.9M |
| Evermay Wealth Management LLC | 0.44% | No change | 15,637 | $2.9M |
| Colorado Capital Management, Inc. | 1.40% | No change | 15,629 | $2.9M |
| 2UniFi Bank | 1.93% | — | 15,625 | $2.9M |
| Game Plan Financial Advisors, LLC | 1.53% | No change | 15,630 | $2.9M |
| GFS Advisors, LLC | 0.43% | Reduce -0.2% | 15,391 | $2.8M |
| Procyon Advisors, LLC | 0.18% | Add +5.7% | 15,319 | $2.8M |
| Sendero Wealth Management, LLC | 0.42% | Add +168.9% | 15,309 | $2.8M |
| Thompson Siegel & Walmsley LLC | 0.04% | Add +9.9% | 15,293 | $2.8M |
| Pullen Investment Management, LLC | 1.83% | New | 15,212 | $2.8M |
| Allen Investment Management, LLC | 0.03% | No change | 15,188 | $2.8M |
| Flywheel Private Wealth LLC | 2.58% | — | 15,182 | $2.8M |
| BluePointe Capital Management, LLC | 1.61% | Add +45.5% | 15,172 | $2.8M |
| NTV Asset Management LLC | 0.37% | Reduce -2.7% | 15,141 | $2.8M |
| Castle Wealth Management LLC | 1.09% | Reduce -1.4% | 14,979 | $2.8M |
| Forum Financial Management, LP | 0.05% | Add +1.9% | 14,970 | $2.8M |
| Washington Trust Bank | 0.27% | Add +60.0% | 14,966 | $2.8M |
| Capital World Investors | 0.00% | Add +234.2% | 14,984 | $2.8M |
| First Hawaiian Bank | 0.09% | No change | 14,927 | $2.8M |
| Arvest Investments, Inc. | 0.44% | Add +1.8% | 14,862 | $2.8M |
| Atalanta Sosnoff Capital, LLC | 0.06% | Add +33.7% | 14,793 | $2.7M |
| Pathway Financial Advisors LLC | 0.62% | Reduce -0.2% | 14,654 | $2.7M |
| Boston Trust Walden Corp | 0.02% | Reduce -1.4% | 14,638 | $2.7M |
| Verdence Capital Advisors LLC | 0.22% | Reduce -0.8% | 14,605 | $2.7M |
| RFG Advisory, LLC | 0.08% | Add +13.5% | 14,581 | $2.7M |
| Autumn Glory Partners, LLC | 1.32% | No change | 14,553 | $2.7M |
| Clientfirst Wealth Management, LLC | 2.71% | — | 14,480 | $2.7M |
| Ironsides Asset Advisors, LLC | 0.77% | Add +0.5% | 14,439 | $2.7M |
| American Trust | 0.20% | Add +642.1% | 14,396 | $2.7M |
| Grant Street Asset Management, Inc. | 0.69% | Reduce -1.3% | 14,344 | $2.7M |
| One Wealth Advisors, LLC | 0.39% | Add +301.7% | 14,284 | $2.6M |
| Ascent Wealth Partners, LLC | 0.36% | Add +8.0% | 14,280 | $2.6M |
| Icon Wealth Advisors, LLC | 0.22% | Reduce -0.2% | 14,267 | $2.6M |
| Mosaic Family Wealth Partners, LLC | 0.38% | Reduce -2.4% | 14,218 | $2.6M |
| Accredited Investors Inc. | 0.15% | Reduce -0.0% | 14,204 | $2.6M |
| Rwa Wealth Partners, LLC | 0.03% | Reduce -83.3% | 14,191 | $2.6M |
| Founders Financial Alliance, LLC | 0.72% | Reduce -0.2% | 14,146 | $2.6M |
| GAMCO Investors | 0.03% | Reduce -9.7% | 14,000 | $2.6M |
| Schaper Benz & Wise Investment Counsel Inc. | 0.21% | No change | 13,976 | $2.6M |
| German American Bancorp, Inc. | 0.27% | Reduce -9.3% | 13,957 | $2.6M |
| Apollon Wealth Management, LLC | 0.06% | Add +12.2% | 13,783 | $2.6M |
| Kanawha Capital Management LLC | 0.20% | Reduce -2.3% | 13,629 | $2.5M |
| Cahaba Wealth Management, Inc. | 0.21% | Reduce -0.3% | 13,606 | $2.5M |
| Evanson Asset Management, LLC | 0.17% | Reduce -5.8% | 13,494 | $2.5M |
| Precedent Wealth Partners, LLC | 0.81% | No change | 13,405 | $2.5M |
| Ironwood Investment Counsel, LLC | 0.42% | Add +1.2% | 13,400 | $2.5M |
| McGlone Suttner Wealth Management, Inc. | 0.41% | New | 13,385 | $2.5M |
| WCG Wealth Advisors LLC | 0.16% | Add +0.3% | 13,373 | $2.5M |
| Private Trust Co. NA | 0.25% | Add +28.3% | 13,334 | $2.5M |
| GAMMA Investing LLC | 0.21% | Add +34.1% | 13,332 | $2.5M |
| Serenus Wealth Advisors, LLC | 0.43% | — | 13,281 | $2.5M |
| Lion Street Advisors, LLC | 0.78% | Add +2.3% | 13,214 | $2.4M |
| Fortress Financial Group, LLC | 2.41% | — | 13,105 | $2.4M |
| Dixon Fnancial Services, Inc. | 1.31% | No change | 13,010 | $2.4M |
| Gilliland Jeter Wealth Management LLC | 0.80% | Reduce -0.6% | 12,871 | $2.4M |
| Park Edge Advisors, LLC | 0.69% | Add +550.6% | 12,811 | $2.4M |
| Joel Isaacson & Co., LLC | 0.11% | Add +1.1% | 12,776 | $2.4M |
| Capital International Investors | 0.00% | Add +236.1% | 12,651 | $2.3M |
| Foster Dykema Cabot & Partners, LLC | 0.18% | Reduce -16.3% | 12,617 | $2.3M |
| BigSur Wealth Management LLC | 0.67% | No change | 12,601 | $2.3M |
| Almanack Investment Partners, LLC. | 0.35% | Add +0.1% | 12,419 | $2.3M |
| Osborne Partners Capital Management, LLC | 0.13% | Reduce -0.7% | 12,405 | $2.3M |
| Atlas Brown,Inc. | 0.78% | Add +0.1% | 12,339 | $2.3M |
| Zions Bancorporation, N.A. | 0.14% | Reduce -4.0% | 12,330 | $2.3M |
| Evercore Wealth Management, LLC | 0.03% | Reduce -2.5% | 12,287 | $2.3M |
| Fifth Third Wealth Advisors LLC | 0.12% | Add +114.7% | 12,229 | $2.3M |
| Dynamic Financial Group | 2.29% | — | 12,161 | $2.3M |
| Allegheny Financial Group | 0.58% | Add +9.2% | 12,127 | $2.2M |
| Baron Financial Group, LLC | 1.39% | Reduce -2.1% | 12,119 | $2.2M |
| Vise Technologies, Inc. | 0.19% | Add +479.3% | 12,002 | $2.2M |
| Mycio Wealth Partners, LLC | 0.53% | Reduce -0.8% | 11,975 | $2.2M |
| Quantinno Capital Management LP | 0.02% | Reduce -5.1% | 11,932 | $2.2M |
| Intrepid Financial Planning Group LLC | 0.93% | Reduce -2.8% | 11,904 | $2.2M |
| Dakota Wealth Management | 0.05% | Add +175.2% | 11,874 | $2.2M |
| Lord, Abbett & Co. LLC | 0.01% | New | 11,868 | $2.2M |
| Nicolet Bankshares Inc. | 0.43% | No change | 11,760 | $2.2M |
| Townsquare Capital LLC | 0.02% | Add +139.9% | 11,689 | $2.2M |
| Clarius Group, LLC | 0.15% | No change | 11,606 | $2.1M |
| Northeast Financial Consultants Inc | 0.09% | Reduce -4.0% | 11,571 | $2.1M |
| Canandaigua National Bank & Trust Co. | 0.21% | Reduce -0.2% | 11,451 | $2.1M |
| Peapack Gladstone Financial Corp. | 0.03% | Add +0.0% | 11,427 | $2.1M |
| Custos Family Office, LLC | 0.74% | Reduce -9.4% | 11,408 | $2.1M |
| InvesTrust | 0.59% | — | 11,411 | $2.1M |
| Wealth Dimensions Group, Ltd. | 0.52% | Reduce -1.1% | 11,376 | $2.1M |
| Certified Advisory Corp | 0.23% | Add +1.5% | 11,367 | $2.1M |
| Becker Capital Management Inc. | 0.07% | Reduce -33.9% | 11,154 | $2.1M |
| U.S. Capital Wealth Advisors, LLC | 0.06% | Add +48.7% | 11,081 | $2.1M |
| JFG Wealth Management, LLC | 0.47% | Reduce -3.6% | 11,077 | $2.1M |
| Gries Financial LLC | 0.36% | Add +2.5% | 11,054 | $2.0M |
| SilverOak Wealth Management LLC | 0.44% | No change | 11,005 | $2.0M |
| First Western Trust Bank | 0.09% | Reduce -23.5% | 10,883 | $2.0M |
| Burke & Herbert Bank & Trust Co. | 0.48% | Reduce -0.5% | 10,870 | $2.0M |
| CGN Advisors LLC | 0.19% | Add +1.7% | 10,820 | $2.0M |
| Bond & Devick Financial Network, Inc. | 0.85% | No change | 10,529 | $2.0M |
| FAS Wealth Partners, Inc. | 0.17% | Reduce -1.8% | 10,785 | $2.0M |
| AlphaCentric Advisors LLC | 1.98% | New | 10,710 | $2.0M |
| Mount Lucas Management LP | 0.69% | New | 10,710 | $2.0M |
| CreativeOne Wealth, LLC | 0.06% | Add +1.7% | 10,683 | $2.0M |
| Phillips Financial Management, LLC | 0.16% | No change | 10,673 | $2.0M |
| Centerpoint Advisory Group | 1.91% | — | 10,655 | $2.0M |
| International Assets Investment Management, LLC | 0.17% | Add +43.9% | 10,672 | $2.0M |
| Verus Financial Partners, Inc. | 0.22% | Add +0.0% | 10,732 | $2.0M |
| Monograph Wealth Advisors, LLC | 0.26% | Reduce -18.5% | 10,618 | $2.0M |
| CJM Wealth Advisers, Ltd. | 0.66% | Reduce -2.9% | 10,597 | $2.0M |
| Avantax Planning Partners, Inc. | 0.07% | Reduce -0.2% | 10,551 | $2.0M |
| Tobias Financial Advisors, Inc. | 0.39% | Reduce -3.7% | 10,548 | $2.0M |
| WestHill Financial Advisors, Inc. | 0.44% | Reduce -3.6% | 10,520 | $1.9M |
| ICONIQ Capital, LLC | 0.03% | New | 10,489 | $1.9M |
| Janney Capital Management LLC | 0.13% | New | 10,469 | $1.9M |
| Affiance Financial, LLC | 0.46% | No change | 10,405 | $1.9M |
| Ellevest, Inc. | 0.11% | Add +0.1% | 10,379 | $1.9M |
| Walled Lake Planning & Wealth Management, LLC | 0.71% | Reduce -0.1% | 10,339 | $1.9M |
| Eldridge Investment Advisors, Inc. | 0.44% | Reduce -0.7% | 10,242 | $1.9M |
| jvl associates llc | 0.72% | Reduce -0.3% | 10,211 | $1.9M |
| Lee Danner & Bass Inc. | 0.15% | Add +7.1% | 10,182 | $1.9M |
| Brookstone Capital Management | 0.03% | Reduce -4.5% | 10,091 | $1.9M |
| Flputnam Investment Management Co. | 0.03% | Reduce -8.6% | 10,080 | $1.9M |
| QRG Capital Management, Inc. | 0.02% | Add +62.3% | 10,071 | $1.9M |
| BBR Partners, LLC | 0.13% | No change | 10,056 | $1.9M |
| Nations Financial Group Inc, /Ia/ | 0.14% | Add +3.3% | 10,021 | $1.9M |
| Wedbush Securities Inc. | 0.07% | Add +9.9% | 9,946 | $1.8M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.05% | Reduce -0.1% | 9,895 | $1.8M |
| Pinnacle Associates Ltd. | 0.02% | Add +1.9% | 9,892 | $1.8M |
| Vestmark Advisory Solutions, Inc. | 0.06% | New | 9,845 | $1.8M |
| Insight Inv LLC | 1.27% | New | 9,834 | $1.8M |
| Glass Jacobson Investment Advisors llc | 0.60% | Add +12.8% | 9,805 | $1.8M |
| Element Pointe Advisors, LLC | 0.43% | No change | 9,766 | $1.8M |
| McAdam, LLC | 0.10% | Reduce -5.8% | 9,744 | $1.8M |
| Central Pacific Bank - Trust Division | 0.25% | Reduce -59.0% | 9,742 | $1.8M |
| Summit Financial Strategies, Inc. | 0.20% | No change | 9,653 | $1.8M |
| Great Waters Wealth Management | 0.23% | Reduce -0.4% | 9,643 | $1.8M |
| Sapient Capital LLC | 0.03% | Reduce -0.0% | 9,621 | $1.8M |
| Quotient Wealth Partners, LLC | 0.06% | No change | 9,619 | $1.8M |
| B. Riley Wealth Advisors, Inc. | 0.06% | Reduce -8.5% | 9,593 | $1.8M |
| Steph & Co. | 0.60% | Add +6.3% | 9,573 | $1.8M |
| National Bank of Canada | 0.00% | No change | 9,500 | $1.8M |
| Marshall Financial Group Inc. | 0.54% | Reduce -6.7% | 9,499 | $1.8M |
| Adero Partners, LLC | 0.11% | Reduce -0.0% | 9,447 | $1.7M |
| Walleye Trading LLC | 0.03% | New | 9,437 | $1.7M |
| Concurrent Investment Advisors, LLC | 0.05% | Add +15.1% | 9,432 | $1.7M |
| SouthState Bank Corp | 0.11% | Reduce -0.8% | 9,425 | $1.7M |
| PFG Advisors | 0.11% | Reduce -13.0% | 9,400 | $1.7M |
| Curi Capital, LLC | 0.04% | Add +122.9% | 9,389 | $1.7M |
| Peloton Wealth Strategists | 0.71% | Add +0.8% | 9,367 | $1.7M |
| Benedict Financial Advisors Inc. | 0.42% | Add +3.6% | 9,301 | $1.7M |
| Parkside Advisors LLC | 0.40% | Reduce -9.3% | 9,214 | $1.7M |
| AE Wealth Management LLC | 0.01% | Add +0.6% | 9,174 | $1.7M |
| Sound View Wealth Advisors Group, LLC | 0.14% | Reduce -3.2% | 9,163 | $1.7M |
| Myecfo, LLC | 0.91% | Reduce -4.9% | 9,148 | $1.7M |
| Prosperity Planning, Inc. | 0.77% | Reduce -2.6% | 9,148 | $1.7M |
| Beacon Financial Group | 0.18% | Reduce -3.6% | 9,061 | $1.7M |
| Elevation Point Wealth Partners, LLC | 0.14% | New | 9,048 | $1.7M |
| IFC Advisors LLC | 0.36% | — | 9,005 | $1.7M |
| Pure Financial Advisors, LLC | 0.04% | Add +7.1% | 8,981 | $1.7M |
| Maryland Capital Advisors Inc. | 0.77% | No change | 8,964 | $1.7M |
| Bannerman Wealth Management Group, LLC | 1.37% | — | 8,940 | $1.7M |
| Mattern Capital Management, LLC | 0.21% | No change | 8,871 | $1.6M |
| Keystone Wealth Services, LLC | 0.43% | Reduce -4.1% | 8,870 | $1.6M |
| Next Level Private LLC | 0.66% | Add +0.1% | 8,865 | $1.6M |
| Coldstream Capital Management Inc. | 0.04% | Add +45.6% | 8,859 | $1.6M |
| Northeast Investment Management | 0.07% | No change | 8,850 | $1.6M |
| Indiana Trust & Investment Management Co | 0.56% | Reduce -1.8% | 8,842 | $1.6M |
| Laffer Tengler Investments, Inc. | 0.39% | New | 8,827 | $1.6M |
| Courier Capital LLC | 0.11% | Add +88.1% | 8,752 | $1.6M |
| RKL Wealth Management LLC | 0.14% | Add +260.5% | 8,710 | $1.6M |
| Florida Trust Wealth Management Co | 0.05% | No change | 8,672 | $1.6M |
| GenWealth Group, Inc. | 0.36% | Reduce -0.2% | 8,608 | $1.6M |
| Breed's Hill Capital LLC | 0.83% | No change | 8,603 | $1.6M |
| Rf&l Wealth Management, LLC | 1.12% | Add +2.4% | 8,580 | $1.6M |
| Colonial Trust Co / SC | 0.24% | Add +1.4% | 8,566 | $1.6M |
| Aegis Wealth Management LLC | 1.07% | — | 8,560 | $1.6M |
| Clifford Group, LLC | 1.21% | Reduce -0.3% | 8,547 | $1.6M |
| Gryphon Financial Partners LLC | 0.23% | Reduce -1.1% | 8,533 | $1.6M |
| Baron Silver Stevens Financial Advisors, LLC | 0.27% | Reduce -1.6% | 8,508 | $1.6M |
| D. E. Shaw & Co. | 0.00% | New | 8,503 | $1.6M |
| Fiduciary Trust Co | 0.02% | Reduce -2.3% | 8,378 | $1.6M |
| Intrust Bank NA | 0.16% | No change | 8,360 | $1.5M |
| Cooper Financial Group | 0.19% | Reduce -7.9% | 8,358 | $1.5M |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.01% | No change | 7,920 | $1.5M |
| Alteri Wealth LLC | 0.42% | — | 8,250 | $1.5M |
| Global Wealth Management, LLC | 0.97% | No change | 8,220 | $1.5M |
| World Investment Advisors | 0.04% | Add +40.6% | 8,159 | $1.5M |
| Greenleaf Trust | 0.01% | Reduce -0.5% | 8,150 | $1.5M |
| Bruce G. Allen Investments, LLC | 1.22% | Add +2.3% | 8,139 | $1.5M |
| Luts & Greenleigh Group, Inc. | 1.48% | Add +1.4% | 8,118 | $1.5M |
| New Age Alpha Advisors, LLC | 0.06% | New | 8,060 | $1.5M |
| Barrett & Company, Inc. | 0.63% | Add +0.1% | 8,032 | $1.5M |
| Heck Capital Advisors, LLC | 0.17% | Add +503.4% | 8,031 | $1.5M |
| True North Advisors, LLC | 0.35% | No change | 8,013 | $1.5M |
| Sax Wealth Advisors, LLC | 0.11% | Add +2.2% | 7,912 | $1.5M |
| Seven Mile Advisory | 0.93% | No change | 7,911 | $1.5M |
| Larson Financial Group LLC | 0.08% | Reduce -3.5% | 7,881 | $1.5M |
| Kornitzer Capital Management Inc. | 0.03% | Add +2.1% | 7,826 | $1.4M |
| Nabity-Jensen Investment Management Inc | 1.09% | No change | 7,818 | $1.4M |
| Jordan Park Group LLC | 0.11% | Reduce -0.7% | 7,799 | $1.4M |
| Bensler, LLC | 0.17% | Add +0.0% | 7,772 | $1.4M |
| Anchor Investment Management, LLC | 0.13% | Add +1.0% | 7,732 | $1.4M |
| Insigneo Advisory Services, LLC | 0.15% | Add +190.4% | 7,721 | $1.4M |
| Cohen & Steers, Inc. | 0.00% | No change | 7,719 | $1.4M |
| Paragon Financial Partners, Inc. | 1.07% | Reduce -8.8% | 7,707 | $1.4M |
| DRW Securities, LLC | 0.10% | Add +0.6% | 7,697 | $1.4M |
| Personal Cfo Solutions, LLC | 0.28% | Add +64.9% | 7,693 | $1.4M |
| Key Financial Inc | 0.32% | Add +0.5% | 7,686 | $1.4M |
| Freestone Capital Holdings, LLC | 0.05% | Add +26.8% | 7,683 | $1.4M |
| IFG Advisory, LLC | 0.08% | New | 7,662 | $1.4M |
| Farmers & Merchants Investments Inc. | 0.04% | Add +8.4% | 7,641 | $1.4M |
| Eagle Strategies LLC | 0.24% | Reduce -0.2% | 7,635 | $1.4M |
| RFP Financial Group LLC | 0.55% | No change | 7,616 | $1.4M |
| CENTRAL TRUST Co | 0.03% | Add +49.7% | 7,613 | $1.4M |
| Vista Capital Partners, Inc. | 0.16% | No change | 7,607 | $1.4M |
| Apella Capital, LLC | 0.05% | Add +1.0% | 7,589 | $1.4M |
| Seneca Financial Advisors LLC | 0.70% | Reduce -20.2% | 7,582 | $1.4M |
| Advisory Resource Group | 0.30% | Reduce -78.5% | 7,576 | $1.4M |
| Mascoma Wealth Management LLC | 0.35% | Add +19.6% | 7,573 | $1.4M |
| American Financial Advisors, LLC | 0.20% | Reduce -6.5% | 7,546 | $1.4M |
| Members Wealth LLC | 1.04% | — | 7,215 | $1.4M |
| Mgo One Seven LLC | 0.05% | Add +26.7% | 7,504 | $1.4M |
| Mayport, LLC | 0.41% | No change | 7,500 | $1.4M |
| Mma Asset Management LLC | 0.60% | Reduce -62.5% | 7,473 | $1.4M |
| Marcum Wealth, LLC | 0.12% | Add +8.8% | 7,467 | $1.4M |
| Collective Family Office LLC | 0.38% | Reduce -0.2% | 7,456 | $1.4M |
| Cardiff Park Advisors, LLC | 0.13% | Add +0.1% | 7,369 | $1.4M |
| Litman Gregory Wealth Management LLC | 0.12% | No change | 7,340 | $1.4M |
| Cambridge Capital Management, LLC | 0.87% | Reduce -3.1% | 7,333 | $1.4M |
| Maxele Advisors, LLC | 1.29% | — | 7,328 | $1.4M |
| Farther Finance Advisors, LLC | 0.05% | Add +24.1% | 7,321 | $1.4M |
| Bradley Foster & Sargent Inc. | 0.02% | Reduce -1.8% | 7,303 | $1.4M |
| Vance Wealth, LLC | 0.52% | Add +0.4% | 7,271 | $1.3M |
| Market Street Wealth Management Advisors LLC | 0.23% | Reduce -1.1% | 7,254 | $1.3M |
| Smead Capital Management, Inc. | 0.02% | New | 7,247 | $1.3M |
| Guardian Wealth Advisors, LLC / NC | 0.11% | Add +5.1% | 7,244 | $1.3M |
| Horizon Wealth Management, LLC | 0.23% | Add +16.8% | 7,239 | $1.3M |
| Verum Partners LLC | 0.38% | Reduce -9.5% | 7,192 | $1.3M |
| Opus Capital Group, LLC | 0.17% | Reduce -0.3% | 7,192 | $1.3M |
| Wetzel Investment Advisors, Inc. | 0.66% | Reduce -1.2% | 7,167 | $1.3M |
| Natixis | 0.01% | Reduce -4.0% | 7,139 | $1.3M |
| Community Trust & Investment Co. | 0.08% | New | 7,104 | $1.3M |
| Enclave Advisors LLC | 0.22% | No change | 7,096 | $1.3M |
| Garde Capital, Inc. | 0.09% | No change | 7,095 | $1.3M |
| Earned Wealth Advisors, LLC | 0.42% | No change | 7,046 | $1.3M |
| West Michigan Advisors, LLC | 0.39% | Add +1.4% | 6,928 | $1.3M |
| Chemung Canal Trust Co. | 0.27% | Add +0.7% | 6,914 | $1.3M |
| David Kennon Inc | 0.50% | Add +3.8% | 6,882 | $1.3M |
| Whitegate Investment Counselors, Inc. | 0.43% | No change | 6,853 | $1.3M |
| Global Strategic Investment Solutions, LLC | 0.15% | Add +5.2% | 6,847 | $1.3M |
| BHK Investment Advisors, LLC | 0.47% | Reduce -0.1% | 6,818 | $1.3M |
| Capital Asset Advisory Services LLC | 0.06% | Add +0.1% | 6,761 | $1.3M |
| Wick Capital Partners, LLC | 0.37% | Reduce -7.8% | 6,801 | $1.3M |
| Thrive Wealth Management, LLC | 0.23% | Add +18.7% | 6,758 | $1.3M |
| Frederick Financial Consultants, LLC | 1.00% | — | 6,737 | $1.2M |
| Forvis Mazars Wealth Advisors, LLC | 0.03% | Add +8.6% | 6,736 | $1.2M |
| Matrix Asset Advisors Inc. | 0.13% | Add +0.4% | 6,630 | $1.2M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.18% | Reduce -0.1% | 6,612 | $1.2M |
| Balyasny Asset Management L.P. | 0.00% | Add +71.1% | 6,608 | $1.2M |
| Anderson Hoagland & Co. | 0.12% | Add +456.1% | 6,340 | $1.2M |
| Asset Dedication, LLC | 0.10% | Reduce -2.1% | 6,538 | $1.2M |
| Financial Advisors, LLC | 0.23% | Reduce -7.9% | 6,537 | $1.2M |
| Northstar Group, Inc. | 0.21% | Reduce -0.9% | 6,529 | $1.2M |
| Alamar Capital Management, LLC | 0.66% | Add +8.3% | 6,473 | $1.2M |
| Thomasville National Bank | 0.09% | Reduce -3.0% | 6,447 | $1.2M |
| Embree Financial Group | 0.20% | Add +1.4% | 6,433 | $1.2M |
| Capital Advantage, Inc. | 0.22% | New | 6,424 | $1.2M |
| Focus Financial Network, Inc. | 0.05% | Reduce -47.2% | 6,413 | $1.2M |
| Castleark Management LLC | 0.04% | No change | 6,400 | $1.2M |
| Fort Point Capital Partners LLC | 0.13% | New | 6,399 | $1.2M |
| Paladin Advisory Group, LLC | 0.91% | Reduce -1.7% | 6,394 | $1.2M |
| Texas Bank & Trust Co | 0.49% | — | 6,391 | $1.2M |
| Sunbelt Securities, Inc. | 0.10% | Add +280.6% | 6,401 | $1.2M |
| Tranquility Partners, LLC | 0.44% | Reduce -1.1% | 6,298 | $1.2M |
| VeraBank, N.A. | 0.33% | No change | 6,363 | $1.2M |
| First Manhattan Co. Llc. | 0.00% | Add +0.7% | 6,358 | $1.2M |
| Wesbanco Bank Inc. | 0.04% | Reduce -2.1% | 6,327 | $1.2M |
| Renasant Bank | 0.76% | Add +44.2% | 6,322 | $1.2M |
| Fifth Third Securities, Inc. | 0.10% | Add +15.3% | 6,310 | $1.2M |
| Schechter Investment Advisors, LLC | 0.09% | Add +2.8% | 6,294 | $1.2M |
| Fairhaven Wealth Management, LLC | 0.36% | Add +0.4% | 6,259 | $1.2M |
| Amplius Wealth Advisors, LLC | 0.12% | No change | 6,222 | $1.2M |
| Nicolet Advisory Services, LLC | 0.11% | Add +13.0% | 6,270 | $1.2M |
| Diversify Wealth Management, LLC | 0.09% | Add +25.8% | 6,267 | $1.2M |
| Ritholtz Wealth Management | 0.03% | Add +3.6% | 6,204 | $1.1M |
| Advisors Capital Management, LLC | 0.02% | Add +8.8% | 6,191 | $1.1M |
| ABLE Financial Group, LLC | 0.34% | Reduce -48.7% | 6,188 | $1.1M |
| Stableford Capital II LLC | 0.45% | Reduce -3.4% | 6,183 | $1.1M |
| KMG Fiduciary Partners, LLC | 0.09% | Reduce -1.2% | 6,144 | $1.1M |
| 1834 Investment Advisors Co. | 0.14% | Reduce -63.4% | 6,139 | $1.1M |
| Cascade Wealth Advisors, Inc | 0.77% | No change | 6,117 | $1.1M |
| High Probability Advisors, LLC | 0.20% | No change | 6,116 | $1.1M |
| Trust Co of the South | 0.23% | No change | 6,078 | $1.1M |
| Harbour Investments, Inc. | 0.03% | Reduce -0.0% | 6,075 | $1.1M |
| Ethos Financial Group, LLC | 0.15% | New | 6,069 | $1.1M |
| Geneos Wealth Management Inc. | 0.04% | Reduce -4.4% | 6,035 | $1.1M |
| Capital Investment Advisors, LLC | 0.02% | Reduce -12.5% | 6,023 | $1.1M |
| Summit X, LLC | 0.25% | Add +0.8% | 6,019 | $1.1M |
| Journey Strategic Wealth LLC | 0.04% | Add +25.9% | 6,012 | $1.1M |
| Sigma Investment Counselors Inc. | 0.07% | No change | 6,005 | $1.1M |
| WMS Partners, LLC | 0.06% | Add +0.6% | 6,001 | $1.1M |
| Elevate Wealth Advisory, Inc. | 0.83% | Reduce -0.3% | 5,975 | $1.1M |
| SkyView Investment Advisors, LLC | 0.18% | No change | 5,975 | $1.1M |
| Fiducient Advisors LLC | 0.14% | Reduce -7.6% | 5,971 | $1.1M |
| Snider Financial Group | 0.34% | New | 5,956 | $1.1M |
| WealthShield Partners, LLC | 0.16% | Add +11.8% | 5,946 | $1.1M |
| Fragasso Financial Advisors Inc | 0.08% | Reduce -0.4% | 5,942 | $1.1M |
| National Philanthropic Trust | 0.02% | Add +0.3% | 5,941 | $1.1M |
| PFG Investments, LLC | 0.07% | Reduce -2.4% | 5,915 | $1.1M |
| Vawter Financial, Ltd. | 0.66% | Reduce -3.7% | 5,912 | $1.1M |
| Coastline Trust Co | 0.13% | No change | 5,904 | $1.1M |
| Financial Advocates Investment Management | 0.06% | Reduce -40.7% | 5,886 | $1.1M |
| Apexium Financial, LP | 0.07% | Reduce -1.7% | 5,860 | $1.1M |
| Parkshore Wealth Management, Inc. | 0.65% | — | 5,857 | $1.1M |
| Encompass Wealth Advisors, LLC | 0.43% | No change | 5,818 | $1.1M |
| Strategic Blueprint, LLC | 0.06% | Reduce -7.7% | 5,809 | $1.1M |
| Johnson Bixby & Associates, LLC | 0.16% | Reduce -15.2% | 5,781 | $1.1M |
| Composition Wealth, LLC | 0.02% | Add +107.8% | 5,780 | $1.1M |
| Jacobi Capital Management LLC | 0.08% | Add +0.0% | 5,757 | $1.1M |
| Chesley Taft & Associates LLC | 0.05% | Add +22.7% | 5,752 | $1.1M |
| First Foundation Advisors | 0.04% | Reduce -2.0% | 5,738 | $1.1M |
| Betterment LLC | 0.00% | Add +2.2% | 5,737 | $1.1M |
| Middleton & Co. Inc. | 0.12% | Reduce -1.4% | 5,736 | $1.1M |
| City Holding Co. | 0.15% | Reduce -1.5% | 5,694 | $1.1M |
| TCI Wealth Advisors, Inc. | 0.09% | Reduce -8.7% | 5,688 | $1.1M |
| Legacy Capital Wealth Partners, LLC | 0.26% | New | 5,667 | $1.0M |
| Tocqueville Asset Management L.P. | 0.02% | Add +252.2% | 5,652 | $1.0M |
| Harvest Investment Services, LLC | 0.26% | Add +0.3% | 5,651 | $1.0M |
| Moneco Advisors, LLC | 0.11% | Reduce -0.6% | 5,639 | $1.0M |
| HUB Investment Partners, LLC | 0.04% | Reduce -3.3% | 5,612 | $1.0M |
| Cornerstone Wealth Management, LLC | 0.07% | Reduce -1.2% | 5,606 | $1.0M |
| Choate Investment Advisors | 0.02% | No change | 5,586 | $1.0M |
| Fairvoy Private Wealth, LLC | 0.28% | — | 5,584 | $1.0M |
| Tsfg, LLC | 0.21% | Reduce -0.4% | 5,541 | $1.0M |
| Seizert Capital Partners, LLC | 0.05% | New | 5,542 | $1.0M |
| Coppell Advisory Solutions LLC | 0.14% | Reduce -4.2% | 5,551 | $1.0M |
| Csenge Advisory Group | 0.06% | Reduce -5.4% | 5,495 | $1.0M |
| Investment Advisory Group, LLC | 0.34% | Add +0.8% | 5,488 | $1.0M |
| Sharkey, Howes & Javer | 0.14% | Reduce -9.0% | 5,483 | $1.0M |
| First National Trust Co | 0.04% | No change | 5,462 | $1.0M |
| Welch & Forbes LLC | 0.01% | Add +12.6% | 5,460 | $1.0M |
| Apollon Financial, LLC | 0.25% | Reduce -0.5% | 5,404 | $1.0M |
| Parisi Gray Wealth Management | 0.32% | Add +1.0% | 5,361 | $993K |
| Tassel Capital Management, Inc. | 0.88% | — | 5,360 | $992K |
| Staley Capital Advisers Inc. | 0.04% | No change | 5,358 | $992K |
| BlueChip Wealth Advisors LLC | 0.55% | Add +1.7% | 5,357 | $992K |
| Core Wealth Advisors, Inc. | 0.33% | Add +1.8% | 5,339 | $988K |
| Cambridge Financial Group, LLC | 0.42% | Reduce -1.0% | 5,334 | $987K |
| Pacific Financial Group Inc. | 0.73% | Reduce -1.3% | 5,329 | $986K |
| Annex Advisory Services, LLC | 0.03% | Add +9.6% | 5,307 | $983K |
| Veracity Capital LLC | 0.36% | Add +16.4% | 5,307 | $982K |
| Stonebridge Financial Planning Group, LLC | 0.44% | New | 5,304 | $982K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.03% | No change | 5,300 | $981K |
| Texas Capital Bank Wealth Management Services Inc | 0.10% | Add +1.2% | 5,294 | $980K |
| Miller Howard Investments Inc. | 0.03% | New | 5,280 | $977K |
| First Financial Corp. | 0.45% | Reduce -1.6% | 5,264 | $975K |
| YANKCOM Partnership | 0.52% | — | 5,249 | $972K |
| Norris Perne & French LLP | 0.07% | Reduce -80.1% | 5,244 | $971K |
| Hoese & Co LLP | 0.84% | Reduce -0.0% | 5,223 | $967K |
| JP Wealth Management, Inc. | 0.71% | — | 5,216 | $966K |
| Compound Planning, Inc. | 0.05% | Reduce -7.7% | 5,169 | $957K |
| Uptick Partners, LLC | 0.35% | Add +3.7% | 5,159 | $955K |
| Investmark Advisory Group LLC | 0.47% | Add +0.2% | 5,150 | $953K |
| Hemington Wealth Management | 0.24% | Add +0.0% | 5,151 | $953K |
| Private Portfolio Partners LLC | 0.17% | Add +1.6% | 5,132 | $950K |
| Arax Advisory Partners | 0.06% | Add +4.8% | 5,132 | $950K |
| Live Oak Private Wealth LLC | 0.16% | Reduce -1.4% | 5,129 | $950K |
| Brown Financial Advisory | 0.67% | Reduce -1.7% | 5,117 | $947K |
| Financial Insights, Inc. | 0.36% | No change | 5,081 | $941K |
| Opal Wealth Advisors, LLC | 0.28% | New | 5,075 | $940K |
| Plante Moran Financial Advisors, LLC | 0.08% | Reduce -1.9% | 5,068 | $938K |
| S&co Inc. | 0.06% | No change | 5,050 | $934K |
| Bonfire Financial | 0.85% | — | 5,045 | $934K |
| Roehl & Yi Investment Advisors, LLC | 0.51% | — | 5,044 | $934K |
| Bailard, Inc. | 0.02% | Add +2.2% | 5,043 | $934K |
| Steel Grove Capital Advisors, LLC | 0.13% | New | 5,025 | $930K |
| Symmetry Partners, LLC | 0.13% | Add +13.1% | 5,012 | $928K |
| Perennial Investment Advisors, LLC | 0.11% | Add +37.3% | 5,007 | $927K |
| Patten Group, Inc. | 0.21% | Reduce -10.7% | 5,007 | $927K |
| Alexis Investment Partners, LLC | 0.45% | — | 5,004 | $926K |
| Meridian Wealth Management, LLC | 0.04% | Reduce -0.9% | 4,986 | $923K |
| Intergy Private Wealth, LLC | 0.34% | New | 4,966 | $919K |
| Beaumont Financial Advisors, LLC | 0.07% | Reduce -1.1% | 4,952 | $917K |
| Calamos Wealth Management LLC | 0.05% | No change | 4,838 | $896K |
| Adirondack Trust Co. | 0.34% | Add +2.8% | 4,817 | $892K |
| Bogart Wealth, LLC | 0.04% | Add +0.6% | 4,783 | $885K |
| Lakewood Asset Management LLC | 0.61% | Add +3.3% | 4,779 | $885K |
| James Investment Research, Inc. | 0.11% | No change | 4,777 | $884K |
| F/m Investments LLC | 0.03% | New | 4,765 | $882K |
| Headlands Technologies LLC | 0.09% | Add +665.9% | 4,764 | $882K |
| Vontobel Holding Ltd. | 0.00% | No change | 4,764 | $882K |
| Morris Financial Concepts, Inc. | 0.38% | Reduce -2.4% | 4,741 | $878K |
| Connecticut Wealth Management, LLC | 0.04% | Add +0.0% | 4,734 | $876K |
| Regent Peak Wealth Advisors LLC | 0.20% | Reduce -5.8% | 4,706 | $871K |
| First Bank & Trust | 0.17% | Reduce -3.2% | 4,700 | $870K |
| Legacy Trust | 0.20% | No change | 4,695 | $869K |
| Regimen Wealth, LLC | 0.28% | Add +3.1% | 4,668 | $864K |
| American National Bank & Trust | 0.10% | Add +110.6% | 4,638 | $859K |
| Willow Creek Wealth Management Inc. | 0.09% | Reduce -0.9% | 4,635 | $858K |
| Bedel Financial Consulting, Inc. | 0.12% | Add +1.3% | 4,404 | $856K |
| Stanich Group LLC | 0.64% | — | 4,611 | $854K |
| Guidance Point Advisors, LLC | 0.25% | Add +0.5% | 4,581 | $848K |
| CRA Financial Services, LLC | 0.15% | Add +2.2% | 4,578 | $848K |
| Cadence Bank | 0.06% | Add +4.0% | 4,572 | $846K |
| Andina Capital Management, LLC | 0.69% | New | 4,570 | $846K |
| Magnolia Private Wealth, LLC | 0.75% | — | 4,563 | $845K |
| American Investment Services, Inc. | 0.15% | No change | 4,526 | $838K |
| Barnett & Company, Inc. | 0.55% | No change | 4,525 | $838K |
| Independent Financial Group, LLC | 0.03% | Add +3.7% | 4,517 | $836K |
| Hoge Financial Services, LLC | 0.61% | Add +0.5% | 4,474 | $828K |
| Roxbury Financial LLC | 0.80% | — | 4,136 | $826K |
| Invenio Wealth Partners LLC | 0.35% | No change | 4,453 | $824K |
| Lake Street Advisors Group, LLC | 0.04% | Reduce -12.8% | 4,452 | $824K |
| Walkner Condon Financial Advisors LLC | 0.17% | Add +16.9% | 4,433 | $821K |
| Cyndeo Wealth Partners, LLC | 0.06% | Reduce -1.9% | 4,433 | $821K |
| Matthew Goff Investment Advisor, LLC | 0.15% | Reduce -0.1% | 4,387 | $812K |
| Washington Trust Advisors, Inc. | 0.07% | Add +20.7% | 4,374 | $810K |
| Accurate Wealth Management, LLC | 0.15% | Reduce -31.9% | 4,400 | $808K |
| BSW Wealth Partners | 0.12% | No change | 4,358 | $807K |
| Flagship Harbor Advisors, LLC | 0.04% | Reduce -1.6% | 4,354 | $806K |
| Mezzasalma Advisors, LLC | 0.26% | New | 4,333 | $802K |
| Capital Group Private Client Services, Inc. | 0.01% | Add +26.9% | 4,330 | $802K |
| Palisade Asset Management, LLC | 0.08% | Add +0.0% | 4,319 | $800K |
| Nvest Financial, LLC | 0.41% | Add +2.0% | 4,316 | $799K |
| Fort Sheridan Advisors LLC | 0.12% | Add +10.3% | 4,291 | $794K |
| Atlas Capital Advisors Inc. | 0.10% | Add +12.3% | 4,277 | $792K |
| Ascent Group, LLC | 0.06% | Reduce -63.0% | 4,271 | $791K |
| Wellington Management Group LLP | 0.00% | Add +1.1% | 4,254 | $788K |
| Lowery Thomas, LLC | 0.51% | Add +0.5% | 4,254 | $787K |
| AdvisorNet Financial, Inc | 0.07% | Add +52.7% | 4,247 | $786K |
| Private Capital Management LLC | 0.16% | No change | 4,215 | $780K |
| CVA Family Office, LLC | 0.12% | No change | 4,183 | $774K |
| Paragon Capital Management Ltd | 0.16% | Reduce -11.0% | 4,182 | $774K |
| Fisher Asset Management | 0.00% | Add +85.0% | 4,179 | $774K |
| Lowe Brockenbrough & Co. Inc. | 0.05% | No change | 4,177 | $773K |
| Legacy Advisors, LLC | 0.07% | No change | 4,168 | $772K |
| Woodmont Investment Counsel LLC | 0.06% | Reduce -2.8% | 4,159 | $770K |
| First United Bank & Trust | 0.28% | Reduce -0.8% | 4,152 | $769K |
| Partners in Financial Planning | 0.16% | No change | 4,149 | $768K |
| Evergreen Capital Management LLC | 0.02% | No change | 4,135 | $766K |
| Bison Wealth, LLC | 0.17% | Add +13.9% | 4,121 | $763K |
| Columbia Bank | 0.26% | Add +27.2% | 4,073 | $761K |
| Virtue Capital Management, LLC | 0.15% | Add +1.6% | 4,104 | $760K |
| Empower Advisory Group, LLC | 0.00% | Reduce -0.6% | 4,086 | $756K |
| Golden Road Advisors LLC | 0.57% | Add +0.9% | 4,071 | $754K |
| Foundations Investment Advisors, LLC | 0.01% | Add +18.3% | 4,068 | $753K |
| Debussy Capital Management LP | 0.12% | Add +0.3% | 3,872 | $753K |
| Eight 31 Financial, LLC | 0.57% | Add +10.3% | 4,064 | $752K |
| Wedmont Private Capital | 0.04% | Add +49.5% | 4,083 | $750K |
| Alpha Financial Advisors, LLC | 0.34% | Reduce -4.2% | 4,020 | $744K |
| Ssi Investment Management LLC | 0.27% | No change | 4,020 | $744K |
| Forthright Family Wealth Advisory LLC | 0.48% | No change | 4,018 | $744K |
| MWA Asset Management | 0.49% | Add +0.8% | 4,014 | $743K |
| Bantamac Capital, LLC | 0.33% | No change | 4,000 | $741K |
| MRWM Advisors, LLC | 0.58% | — | 3,979 | $737K |
| Pinnacle Wealth Management Advisory Group, LLC | 0.07% | No change | 3,978 | $736K |
| PKS Advisory Services, LLC | 0.18% | — | 3,971 | $735K |
| DiNuzzo Private Wealth, Inc. | 0.09% | No change | 3,958 | $733K |
| Capital Investment Advisory Services, LLC | 0.07% | Reduce -1.5% | 3,957 | $733K |
| Trust Point Inc. | 0.05% | Reduce -19.6% | 3,950 | $731K |
| Occidental Asset Management, LLC | 0.11% | No change | 3,939 | $729K |
| Continuum Advisory, LLC | 0.09% | No change | 3,939 | $729K |
| Michels Family Financial, LLC | 0.67% | — | 3,934 | $728K |
| Darwin Wealth Management, LLC | 0.24% | Reduce -12.3% | 3,929 | $728K |
| Titleist Asset Management, LLC | 0.08% | Add +17.4% | 3,927 | $727K |
| Emprise Bank | 0.41% | No change | 3,908 | $723K |
| DSG Capital Advisors, LLC | 0.13% | — | 3,906 | $723K |
| Little House Capital LLC | 0.21% | New | 3,897 | $721K |
| Brendel Financial Advisors LLC | 0.44% | Reduce -0.8% | 3,891 | $720K |
| Charter Oak Capital Management, LLC | 0.07% | No change | 3,870 | $716K |
| Benchmark Financial Wealth Advisors, LLC | 0.23% | Reduce -0.3% | 3,862 | $715K |
| Mayflower Financial Advisors, LLC | 0.11% | Reduce -3.1% | 3,837 | $710K |
| Bristlecone Advisors, LLC | 0.06% | Reduce -2.4% | 3,827 | $708K |
| Sunpointe, LLC | 0.35% | No change | 3,802 | $704K |
| Secure Asset Management, LLC | 0.11% | Add +0.2% | 3,797 | $703K |
| William Howard & Co Financial Advisors Inc | 0.63% | Add +0.5% | 3,782 | $700K |
| Hamilton Capital, LLC | 0.05% | No change | 3,779 | $700K |
| Epoch Investment Partners, Inc. | 0.00% | New | 3,778 | $699K |
| Chapin Davis, Inc. | 0.23% | No change | 3,677 | $698K |
| SeaCrest Wealth Management, LLC | 0.07% | Add +1.4% | 3,764 | $697K |
| Rodgers & Associates, LTD | 0.08% | Add +0.2% | 3,763 | $697K |
| Empire Financial Management Company, LLC | 0.22% | No change | 3,758 | $696K |
| Moss Adams Wealth Advisors LLC | 0.07% | No change | 3,707 | $686K |
| Roble, Belko & Company, Inc | 0.11% | No change | 3,705 | $686K |
| Stonebrook Private Inc. | 0.18% | Reduce -4.3% | 3,693 | $684K |
| Lutz Financial Services LLC | 0.06% | No change | 3,685 | $682K |
| Westmount Partners, LLC | 0.21% | No change | 3,660 | $678K |
| Magnolia Capital Advisors LLC | 0.18% | New | 3,655 | $677K |
| Rialto Wealth Management, LLC | 0.22% | — | 3,651 | $676K |
| Exencial Wealth Advisors, LLC | 0.02% | Add +14.2% | 3,644 | $675K |
| Aft, Forsyth & Company, Inc. | 0.33% | Reduce -0.9% | 3,634 | $673K |
| Atlanta Consulting Group Advisors, LLC | 0.25% | Add +0.5% | 3,627 | $671K |
| Archford Capital Strategies, LLC | 0.10% | Add +0.1% | 3,613 | $669K |
| Hanover Advisors Inc. | 0.28% | No change | 3,604 | $667K |
| Regal Investment Advisors LLC | 0.05% | Add +25.9% | 3,593 | $665K |
| Ballew Advisors, Inc | 0.42% | Add +0.0% | 3,592 | $665K |
| Aveo Capital Partners, LLC | 0.07% | Add +2.8% | 3,588 | $664K |
| Root Financial Partners, LLC | 0.08% | Reduce -5.3% | 3,558 | $659K |
| Independence Bank of Kentucky | 0.10% | No change | 3,550 | $657K |
| Financial Guidance Group, Inc. | 0.36% | No change | 3,542 | $656K |
| Pitcairn Co. | 0.04% | New | 3,539 | $655K |
| Bourgeon Capital Management LLC | 0.12% | No change | 3,528 | $653K |
| Waterfront Wealth Inc. | 0.16% | Add +0.2% | 3,525 | $653K |
| Archer Investment Corp | 0.17% | No change | 3,523 | $652K |
| Robinson Value Management, Ltd. | 0.43% | Reduce -10.1% | 3,522 | $652K |
| Baring Financial LLC | 0.58% | — | 3,522 | $652K |
| Horan Securities, Inc. | 0.25% | Reduce -0.4% | 3,521 | $652K |
| RiverFront Investment Group, LLC | 0.01% | New | 3,518 | $651K |
| Advisor OS, LLC | 0.08% | Reduce -4.1% | 3,518 | $651K |
| Warner Financial, Inc. | 0.28% | Add +0.5% | 3,507 | $649K |
| Mason Investment Advisory Services, Inc. | 0.04% | Add +0.5% | 3,468 | $642K |
| Auxano Advisors, LLC | 0.16% | No change | 3,442 | $637K |
| Charles Schwab Trust Co | 0.05% | Add +4.2% | 3,431 | $635K |
| CWA Asset Management Group, LLC | 0.03% | Reduce -1.2% | 3,425 | $634K |
| Invesco Ltd. | 0.00% | New | 3,424 | $634K |
| Greenup Street Wealth Management LLC | 0.13% | Reduce -1.0% | 3,423 | $634K |
| Cornell Pochily Investment Advisors, Inc. | 0.22% | No change | 3,414 | $632K |
| Hazlett, Burt & Watson, Inc. | 0.28% | Reduce -4.5% | 3,413 | $629K |
| Thompson David Blair | 0.46% | — | 3,392 | $628K |
| Blueprint Investment Partners LLC | 0.10% | Add +8.7% | 3,392 | $628K |
| Leavell Investment Management, Inc. | 0.03% | Add +0.1% | 3,382 | $626K |
| Robertson Stephens Wealth Management, LLC | 0.02% | Add +170.8% | 3,379 | $626K |
| Moloney Securities Asset Management, LLC | 0.08% | Reduce -8.6% | 3,379 | $626K |
| Rockbridge Investment Management, LCC | 0.08% | Add +0.0% | 3,372 | $624K |
| Texas Yale Capital Corp. | 0.03% | Add +4.0% | 3,370 | $624K |
| Miller Investment Management, LP | 0.07% | No change | 3,368 | $624K |
| BankPlus Trust Department | 0.20% | — | 3,363 | $623K |
| Vident Advisory, LLC | 0.01% | New | 3,350 | $620K |
| Vulcan Value Partners, LLC | 0.01% | New | 3,336 | $618K |
| BOK Financial Private Wealth, Inc. | 0.04% | No change | 3,329 | $616K |
| Silver Oak Securities, Incorporated | 0.06% | Reduce -5.8% | 3,325 | $614K |
| Lunt Capital Management, Inc. | 0.24% | Reduce -5.8% | 3,314 | $614K |
| Evergreen Advisors, LLC | 0.17% | Reduce -26.1% | 3,309 | $613K |
| Sigma Planning Corp | 0.02% | Add +0.2% | 3,307 | $612K |
| BKM Wealth Management, LLC | 0.25% | Add +9.0% | 3,301 | $611K |
| Melfa Wealth Management, Inc. | 0.41% | Reduce -1.6% | 3,275 | $606K |
| Wrapmanager Inc. | 0.15% | Reduce -6.3% | 3,250 | $602K |
| TFB Advisors LLC | 0.17% | Reduce -0.1% | 3,244 | $601K |
| Atlantic Union Bankshares Corp | 0.03% | Reduce -29.4% | 3,232 | $598K |
| Greenwood Gearhart LLC | 0.04% | No change | 3,212 | $595K |
| Evoke Wealth, LLC | 0.02% | Add +39.7% | 3,201 | $593K |
| Tudor Financial Inc. | 0.35% | Add +2.2% | 3,199 | $592K |
| Cassady Schiller Wealth Management, LLC | 0.22% | No change | 3,182 | $589K |
| Thoroughbred Financial Services, LLC | 0.04% | Add +159.4% | 3,185 | $589K |
| Leo Wealth, LLC | 0.05% | Add +0.5% | 3,171 | $587K |
| World Equity Group, Inc. | 0.13% | Add +100.0% | 3,164 | $586K |
| Crestwood Advisors Group, LLC | 0.01% | Add +26.9% | 3,161 | $585K |
| Beacon Financial Strategies CORP | 0.39% | Reduce -0.3% | 3,159 | $585K |
| Bordeaux Wealth Advisors LLC | 0.09% | No change | 3,142 | $582K |
| DAVENPORT & Co LLC | 0.00% | Add +0.4% | 3,136 | $581K |
| TrueWealth Advisors, LLC | 0.19% | Reduce -0.6% | 3,131 | $580K |
| Robinson Smith Wealth Advisors LLC | 0.49% | Add +40.4% | 3,126 | $579K |
| Fidelity D & D Bancorp Inc. | 0.38% | No change | 3,113 | $576K |
| First Commonwealth Financial Corp | 0.14% | Reduce -5.5% | 3,110 | $576K |
| Catalina Capital Group, LLC | 0.19% | Reduce -6.0% | 3,110 | $576K |
| Glassman Wealth Services | 0.10% | No change | 3,109 | $576K |
| Everpar Advisors LLC | 0.29% | New | 3,071 | $569K |
| Axis Wealth Partners, LLC | 0.48% | — | 3,065 | $567K |
| Allstate Corp. | 0.02% | New | 3,050 | $565K |
| Wescott Financial Advisory Group, LLC | 0.06% | Add +0.2% | 3,050 | $565K |
| Skyline Advisors, Inc. | 0.22% | Add +0.2% | 3,047 | $564K |
| Money Concepts Capital Corp. | 0.04% | Add +2.8% | 3,046 | $564K |
| Kirtland Hills Capital Management, LLC | 0.36% | No change | 3,043 | $563K |
| Simplex Trading, LLC | 0.02% | New | 3,040 | $562K |
| Quadrant Private Wealth Management, LLC | 0.14% | No change | 3,035 | $562K |
| New Republic Capital, LLC | 0.37% | Reduce -73.5% | 3,034 | $562K |
| Modern Wealth Management, LLC | 0.02% | Add +0.2% | 3,023 | $560K |
| NCM Capital Management, LLC | 0.25% | Add +0.0% | 3,016 | $558K |
| Ellis Investment Partners, LLC | 0.11% | Reduce -5.7% | 3,007 | $557K |
| Atticus Wealth Management, LLC | 0.17% | Reduce -3.5% | 3,003 | $556K |
| Buckhead Capital Management LLC | 0.18% | No change | 3,000 | $555K |
| Institute for Wealth Management, LLC. | 0.07% | Reduce -0.5% | 2,999 | $555K |
| Oxler Private Wealth LLC | 0.18% | Add +0.4% | 2,992 | $554K |
| Sovran Advisors, LLC | 0.08% | — | 2,956 | $552K |
| Farmers Trust Co. | 0.10% | No change | 2,970 | $550K |
| Citizens & Northern Corp. | 0.15% | No change | 2,967 | $549K |
| Schnieders Capital Management LLC | 0.11% | No change | 2,967 | $549K |
| AAF Wealth Management, LLC | 0.28% | Add +0.1% | 2,966 | $549K |
| Iams Wealth Management, LLC | 0.25% | Reduce -16.5% | 2,956 | $547K |
| WealthBridge Capital Management, LLC | 0.15% | Add +21.3% | 2,947 | $546K |
| Capital City Trust Co. | 0.14% | Reduce -6.8% | 2,942 | $545K |
| Performance Wealth Partners, LLC | 0.02% | No change | 2,938 | $544K |
| Edgemoor Investment Advisors, Inc. | 0.05% | No change | 2,906 | $538K |
| Meridian Wealth Advisors, LLC | 0.09% | No change | 2,898 | $537K |
| Berkeley Capital Partners, LLC | 0.15% | Add +0.2% | 2,886 | $534K |
| SIMA Wealth Partners, LLC | 0.45% | Reduce -59.3% | 2,880 | $533K |
| PrairieView Partners, LLC | 0.06% | No change | 2,884 | $533K |
| Spinnaker Trust | 0.03% | No change | 2,879 | $533K |
| Lakeridge Wealth Management LLC | 0.28% | Add +0.1% | 2,876 | $532K |
| Signature Estate & Investment Advisors LLC | 0.01% | Add +0.4% | 2,864 | $530K |
| Cascade Financial Partners, LLC | 0.07% | No change | 2,848 | $527K |
| Sovereign Financial Group, Inc. | 0.12% | No change | 2,845 | $527K |
| Dechtman Wealth Management, LLC | 0.10% | Add +0.5% | 2,845 | $527K |
| Oliver Luxxe Assets LLC | 0.10% | No change | 2,774 | $526K |
| WealthPLAN Partners, LLC | 0.07% | No change | 2,842 | $526K |
| St Germain D J Co. Inc. | 0.02% | Add +1.5% | 2,827 | $523K |
| Main Street Financial Solutions, LLC | 0.05% | Reduce -22.1% | 2,820 | $522K |
| Plancorp, LLC | 0.02% | No change | 2,818 | $522K |
| Arlington Trust Co LLC | 0.11% | Add +1070.0% | 2,808 | $520K |
| Obermeyer Wealth Partners | 0.03% | Reduce -8.5% | 2,806 | $519K |
| Burton Enright Welch | 0.11% | Add +21.5% | 2,801 | $519K |
| Sand Hill Global Advisors, LLC | 0.02% | No change | 2,795 | $517K |
| Jaffetilchin Investment Partners, LLC | 0.04% | Add +17.9% | 2,786 | $516K |
| Manhattan West Asset Management, LLC | 0.14% | No change | 2,785 | $516K |
| Genesis Wealth Advisors, LLC | 0.45% | — | 2,769 | $513K |
| Mirador Capital Partners LP | 0.09% | Add +0.6% | 2,760 | $511K |
| Towercrest Capital Management | 0.08% | Reduce -11.0% | 2,753 | $510K |
| Essex Bank | 0.13% | Add +4.3% | 2,749 | $509K |
| Cahill Financial Advisors Inc. | 0.07% | Add +0.1% | 2,736 | $507K |
| Aire Advisors, LLC | 0.10% | Add +0.1% | 2,721 | $504K |
| 49 Wealth Management, LLC | 0.07% | New | 2,721 | $504K |
| Northwest Financial Advisors | 0.42% | Add +803.0% | 2,718 | $503K |
| Good Life Advisors, LLC | 0.04% | Reduce -52.8% | 2,713 | $502K |
| Heritage Financial Services, LLC | 0.07% | Add +16.7% | 2,692 | $498K |
| Atala Financial Inc | 0.35% | — | 2,677 | $496K |
| YHB Investment Advisors, Inc. | 0.04% | Add +8.2% | 2,674 | $495K |
| Elyxium Wealth, LLC | 0.30% | No change | 2,665 | $493K |
| Principal Securities, Inc. | 0.01% | Reduce -0.9% | 2,647 | $490K |
| Klingman & Associates, LLC | 0.03% | Add +19.9% | 2,647 | $490K |
| BIP Wealth, LLC | 0.03% | Add +81.5% | 2,643 | $489K |
| Townsend Asset Management Corp. /NC/ | 0.18% | Add +0.3% | 2,639 | $489K |
| SC&H Financial Advisors, Inc. | 0.10% | Add +0.2% | 2,625 | $486K |
| Chicago Wealth Management, Inc. | 0.25% | No change | 2,621 | $485K |
| Meeder Advisory Services, Inc. | 0.03% | Reduce -22.2% | 2,618 | $485K |
| Orrstown Financial Services Inc. | 0.13% | Reduce -1.1% | 2,617 | $484K |
| TigerOak Management, L.L.C. | 0.18% | — | 2,617 | $484K |
| MassMutual Private Wealth & Trust, FSB | 0.01% | Reduce -19.9% | 2,617 | $484K |
| Runnymede Capital Advisors, Inc. | 0.42% | — | 2,611 | $483K |
| Talisman Wealth Advisors LLC | 0.51% | Add +5.0% | 2,602 | $482K |
| Brogan Financial, Inc. | 0.24% | Add +0.5% | 2,602 | $482K |
| Front Row Advisors LLC | 0.17% | No change | 2,595 | $480K |
| Stanley-Laman Group, Ltd. | 0.07% | Reduce -31.9% | 2,586 | $479K |
| Bremer Bank National Association | 0.09% | No change | 2,576 | $477K |
| Tritonpoint Wealth, LLC | 0.04% | Add +14.6% | 2,566 | $475K |
| Susquehanna International Group, LLP | 0.00% | Reduce -93.1% | 2,559 | $474K |
| Fusion Capital, LLC | 0.19% | Add +0.2% | 2,540 | $470K |
| Wolverine Trading, LLC | 0.01% | New | 2,545 | $470K |
| Insight Advisors, LLC/ PA | 0.08% | Add +0.3% | 2,533 | $468K |
| Cypress Capital, LLC | 0.13% | No change | 2,520 | $467K |
| LM Advisors LLC | 0.08% | No change | 2,515 | $466K |
| Biltmore Family Office, LLC | 0.08% | No change | 2,512 | $465K |
| FARMERS & MERCHANTS TRUST Co OF LONG BEACH | 0.11% | No change | 2,500 | $463K |
| JSF Financial, LLC | 0.12% | Reduce -4.2% | 2,499 | $463K |
| Strategic Financial Concepts, LLC | 0.09% | Add +8.6% | 2,463 | $456K |
| Belpointe Asset Management LLC | 0.03% | Reduce -2.1% | 2,414 | $455K |
| Galvin, Gaustad & Stein, LLC | 0.04% | No change | 2,453 | $454K |
| Alpha Cubed Investments, LLC | 0.02% | Reduce -0.2% | 2,442 | $452K |
| Orgel Wealth Management, LLC | 0.01% | Add +0.8% | 2,440 | $452K |
| Lodestar Private Asset Management LLC | 0.06% | Add +10.9% | 2,438 | $451K |
| Quantum Private Wealth, LLC | 0.14% | No change | 2,436 | $451K |
| Red Door Wealth Management, LLC | 0.07% | No change | 2,430 | $450K |
| Parsons Capital Management Inc. | 0.02% | No change | 2,428 | $449K |
| FineMark National Bank & Trust | 0.02% | Add +1.6% | 2,426 | $449K |
| Americana Partners, LLC | 0.02% | New | 2,413 | $447K |
| Gallacher Capital Management LLC | 0.22% | No change | 2,413 | $447K |
| LRI Investments, LLC | 0.04% | Reduce -68.5% | 2,405 | $445K |
| Bravias Capital Group, LLC | 0.36% | — | 2,291 | $443K |
| Soltis Investment Advisors LLC | 0.04% | Add +3.0% | 2,380 | $441K |
| PBMares Wealth Management LLC | 0.09% | Add +2.4% | 2,378 | $440K |
| Curran Financial Partners, LLC | 0.12% | Add +7.3% | 2,377 | $440K |
| Sachem Hill LLC | 0.09% | No change | 2,363 | $437K |
| Pettyjohn, Wood & White, Inc. | 0.08% | No change | 2,360 | $437K |
| Lake Street Private Wealth, LLC | 0.07% | Reduce -8.7% | 2,359 | $437K |
| Old Mission Investment Co LLC | 0.13% | No change | 2,356 | $436K |
| Bartlett & Co. Wealth Management LLC | 0.01% | Add +2.2% | 2,355 | $436K |
| Riverpoint Wealth Management Holdings, LLC | 0.11% | No change | 2,353 | $436K |
| Truepoint, Inc. | 0.01% | Reduce -10.7% | 2,346 | $434K |
| Impact Capital Partners LLC | 0.15% | — | 2,346 | $434K |
| PGIM Custom Harvest LLC | 0.01% | Reduce -1.5% | 2,338 | $433K |
| Salem Investment Counselors Inc. | 0.01% | No change | 2,334 | $432K |
| Forte Capital LLC | 0.05% | Reduce -11.7% | 2,332 | $432K |
| Heartwood Wealth Advisors LLC | 0.05% | No change | 2,326 | $431K |
| HT Partners LLC | 0.15% | No change | 2,322 | $430K |
| TrinityPoint Wealth, LLC | 0.06% | Add +53.7% | 2,315 | $429K |
| Montis Financial, LLC | 0.13% | Reduce -0.5% | 2,311 | $428K |
| Wealthspire Retirement, LLC | 0.03% | No change | 2,303 | $426K |
| Sage Mountain Advisors LLC | 0.03% | Reduce -0.4% | 2,303 | $426K |
| Golden State Wealth Management, LLC | 0.06% | — | 2,296 | $425K |
| One Day In July LLC | 0.04% | Add +40.6% | 2,289 | $424K |
| McCarthy & Cox | 0.15% | Add +0.1% | 2,288 | $424K |
| Petredis Investment Advisors LLC | 0.04% | No change | 2,268 | $420K |
| Brown, Lisle/Cummings, Inc. | 0.13% | No change | 2,262 | $419K |
| Global Trust Asset Management, LLC | 0.16% | Add +3.0% | 2,257 | $418K |
| Marino, Stram & Associates LLC | 0.09% | Add +0.1% | 2,231 | $413K |
| Clear Creek Financial Management, LLC | 0.04% | New | 2,227 | $412K |
| Deroy & Devereaux Private Investment Counsel Inc. | 0.02% | Reduce -4.3% | 2,225 | $412K |
| Hollencrest Capital Management | 0.02% | No change | 2,221 | $411K |
| First Citizens Asset Management, Inc. | 0.15% | Add +1.2% | 2,214 | $410K |
| Platform Technology Partners | 0.12% | Add +0.1% | 2,211 | $409K |
| Clarity Financial LLC | 0.05% | No change | 2,209 | $409K |
| Tortoise Investment Management, LLC | 0.04% | Reduce -5.8% | 2,197 | $407K |
| Transcend Capital Advisors, LLC | 0.03% | Reduce -31.1% | 2,188 | $405K |
| Rockwood Wealth Management, LLC | 0.04% | Add +0.1% | 2,191 | $405K |
| Trust Co. of Vermont | 0.02% | Add +0.6% | 2,185 | $405K |
| City National Bank of Florida | 0.37% | — | 2,184 | $404K |
| Jentner Corp | 0.12% | No change | 2,184 | $404K |
| Simplicity Wealth,LLC | 0.08% | Reduce -87.5% | 2,184 | $404K |
| Cozad Asset Management Inc. | 0.04% | Add +14.0% | 2,178 | $403K |
| Pasadena Private Wealth, LLC | 0.08% | No change | 2,177 | $403K |
| Trilogy Capital Inc. | 0.02% | New | 2,176 | $403K |
| Centerpoint Advisors, LLC | 0.14% | Reduce -23.4% | 2,170 | $402K |
| Hollow Brook Wealth Management LLC | 0.12% | No change | 2,170 | $402K |
| Strategic Financial Partners, Ltd. | 0.20% | No change | 2,162 | $400K |
| Power Wealth Management LLC | 0.17% | No change | 2,161 | $400K |
| Capital Wealth Planning, LLC | 0.00% | New | 2,150 | $398K |
| Carnegie Investment Counsel | 0.01% | Reduce -2.0% | 2,146 | $397K |
| Gibson Capital, LLC | 0.08% | No change | 2,146 | $397K |
| Cornerstone Wealth Group, LLC | 0.03% | Reduce -1.0% | 2,144 | $397K |
| McNamara Financial Services, Inc. | 0.09% | Reduce -11.6% | 2,144 | $397K |
| Philip James Wealth Mangement, LLC | 0.05% | Add +0.5% | 2,136 | $395K |
| Delta Financial Group, Inc. | 0.09% | New | 2,133 | $395K |
| GW&K Investment Management, LLC | 0.00% | Reduce -3.1% | 2,136 | $395K |
| Tyler-Stone Wealth Management | 0.07% | No change | 2,130 | $394K |
| Weatherly Asset Management L. P. | 0.04% | No change | 2,128 | $394K |
| Operose Advisors LLC | 0.13% | Reduce -0.3% | 2,124 | $393K |
| DGS Capital Management, LLC | 0.10% | Add +2.2% | 2,123 | $393K |
| AssuredPartners Investment Advisors, LLC | 0.08% | — | 2,122 | $393K |
| Rice Partnership, LLC | 0.07% | No change | 2,120 | $392K |
| St. Clair Advisors, LLC | 0.11% | New | 2,117 | $392K |
| First Nebraska Trust Co | 0.04% | Add +1.7% | 2,112 | $391K |
| Oder Investment Management, LLC | 0.33% | No change | 2,109 | $391K |
| Advisory Alpha, LLC | 0.01% | New | 2,097 | $388K |
| Strategic Family Wealth Counselors, L.L.C. | 0.13% | Add +0.3% | 2,095 | $388K |
| Lee, Kelleher & Klein Wealth Management | 0.27% | — | 2,081 | $385K |
| Willner & Heller, LLC | 0.34% | Reduce -1.7% | 2,074 | $384K |
| MSH Capital Advisors LLC | 0.12% | Add +0.5% | 2,068 | $383K |
| Farmers & Merchants Trust Co of Chambersburg PA | 0.14% | No change | 2,064 | $382K |
| Austin Asset Management Co Inc | 0.08% | Add +0.1% | 2,058 | $381K |
| Armstrong Advisory Group, Inc. | 0.03% | Reduce -0.2% | 2,054 | $380K |
| Greenspring Advisors, LLC | 0.08% | No change | 2,040 | $378K |
| Triangle Securities Wealth Management | 0.10% | Reduce -0.4% | 2,031 | $376K |
| McIlrath & Eck, LLC | 0.05% | Reduce -0.5% | 2,027 | $375K |
| Canal Capital Management, LLC | 0.06% | Add +0.5% | 2,026 | $375K |
| Cobblestone Capital Advisors LLC | 0.02% | Add +0.8% | 2,026 | $375K |
| Russell Investments Group, Ltd. | 0.00% | Add +38.4% | 2,026 | $375K |
| MCF Advisors LLC | 0.03% | No change | 2,015 | $373K |
| Alliance Wealth Management Group | 0.10% | Reduce -14.4% | 2,013 | $373K |
| Members Trust Co | 0.01% | Reduce -9.9% | 2,011 | $372K |
| Heritage Investors Management Corp. | 0.01% | New | 2,010 | $372K |
| Matisse Capital | 0.19% | Add +0.1% | 2,008 | $372K |
| Glen Eagle Advisors, LLC | 0.06% | No change | 2,003 | $371K |
| Campion Asset Management | 0.28% | Reduce -5.3% | 1,993 | $369K |
| Zhang Financial LLC | 0.02% | Reduce -3.4% | 1,990 | $368K |
| Capital Analysts, LLC | 0.01% | Add +5.9% | 1,986 | $368K |
| Mascagni Wealth Management, Inc. | 0.37% | — | 1,955 | $368K |
| Bay Capital Advisors, LLC | 0.30% | — | 1,987 | $368K |
| Wells Trecaso Financial Group, LLC | 0.12% | No change | 1,971 | $365K |
| Gray Private Wealth, LLC | 0.22% | No change | 1,970 | $365K |
| Hamilton Point Investment Advisors, LLC | 0.07% | No change | 1,965 | $364K |
| Rockland Trust Co. | 0.02% | No change | 1,940 | $359K |
| Cassia Capital Partners, LLC | 0.23% | Add +72.1% | 1,936 | $358K |
| Horizon Investment Services, LLC | 0.15% | Reduce -1.0% | 1,931 | $357K |
| NovaPoint Capital, LLC | 0.11% | Add +5.8% | 1,928 | $357K |
| Financial Life Planners | 0.30% | — | 1,922 | $356K |
| Safeguard Financial, LLC | 0.08% | No change | 1,922 | $356K |
| Berkeley, Inc | 0.18% | Reduce -51.3% | 1,921 | $356K |
| McDonald Partners LLC | 0.09% | No change | 1,915 | $355K |
| Hill Island Financial LLC | 0.10% | Reduce -2.5% | 1,914 | $354K |
| Cathy Pareto & Associates, Inc. | 0.33% | — | 1,913 | $354K |
| Arbor Wealth Advisors LLC | 0.32% | No change | 1,910 | $354K |
| Beacon Capital Management, LLC | 0.05% | Reduce -1.2% | 1,901 | $352K |
| Integris Wealth Management, LLC | 0.10% | No change | 1,900 | $352K |
| Forum Private Client Group LLC | 0.16% | Add +2.8% | 1,895 | $351K |
| Poehling Capital Management, INC. | 0.09% | No change | 1,889 | $350K |
| Ascentis Independent Advisors | 0.07% | Add +6.1% | 1,884 | $349K |
| IFG Advisors, LLC | 0.07% | Reduce -0.2% | 1,879 | $348K |
| Concourse Financial Group Securities, Inc. | 0.02% | Reduce -1.6% | 1,804 | $348K |
| Wealthcare Capital Partners, LLC | 0.18% | — | 1,876 | $347K |
| Richard P Slaughter Associates Inc | 0.08% | No change | 1,873 | $347K |
| WASHINGTON TRUST Co | 0.01% | No change | 1,872 | $347K |
| ShoreHaven Wealth Partners, LLC | 0.16% | No change | 1,871 | $346K |
| Pittenger & Anderson Inc. | 0.01% | No change | 1,870 | $346K |
| Ironwood Investment Management LLC | 0.17% | No change | 1,867 | $346K |
| Vantage Point Financial LLC | 0.19% | — | 1,866 | $345K |
| Stephenson & Company, Inc. | 0.23% | No change | 1,860 | $344K |
| Causey Wealth LLC | 0.20% | — | 1,860 | $344K |
| Pinnacle Bancorp, Inc. | 0.11% | No change | 1,858 | $344K |
| LJI Wealth Management, LLC | 0.07% | Reduce -10.2% | 1,850 | $342K |
| Pinnacle Wealth Management Group, Inc. | 0.21% | Reduce -42.4% | 1,848 | $342K |
| PUREfi Wealth, LLC | 0.33% | — | 1,846 | $342K |
| Moulton Wealth Management, Inc. | 0.26% | New | 1,846 | $342K |
| Wise Wealth Partners | 0.84% | — | 1,845 | $342K |
| MBL Wealth, LLC | 0.03% | No change | 1,844 | $341K |
| Ritter Daniher Financial Advisory LLC / DE | 0.10% | No change | 1,842 | $341K |
| PACK Private Wealth, LLC | 0.20% | No change | 1,842 | $341K |
| Team Hewins, LLC | 0.13% | No change | 1,835 | $340K |
| LVW Advisors, LLC | 0.04% | New | 1,834 | $339K |
| Blue Bell Private Wealth Management, LLC | 0.06% | Add +2.3% | 1,833 | $339K |
| MIdWestOne Financial Group, Inc. | 0.05% | Reduce -56.3% | 1,807 | $335K |
| Farmers National Bank | 0.10% | — | 1,805 | $334K |
| Cypress Capital Group | 0.04% | New | 1,805 | $334K |
| Tanager Wealth Management LLP | 0.04% | No change | 1,791 | $332K |
| Madison Wealth Partners, Inc | 0.09% | Add +1.5% | 1,789 | $331K |
| Journey Advisory Group, LLC | 0.04% | No change | 1,896 | $331K |
| Obsidian Cio, LLC | 0.06% | Add +0.5% | 1,780 | $330K |
| Stone Summit Wealth LLC | 0.11% | Reduce -1.3% | 1,780 | $330K |
| LaFleur & Godfrey LLC | 0.05% | Reduce -2.1% | 1,779 | $329K |
| CWS Financial Advisors, LLC | 0.11% | Add +4.5% | 1,778 | $329K |
| Altus Wealth Management, LLC | 0.15% | No change | 1,761 | $326K |
| Riverbend Wealth Management, LLC | 0.29% | — | 1,754 | $325K |
| Wealth Management Partners, LLC | 0.14% | Reduce -2.1% | 1,751 | $324K |
| James J. Burns & Company, LLC | 0.06% | No change | 1,748 | $324K |
| Marshall & Sterling Wealth Advisors Inc. | 0.22% | — | 1,748 | $324K |
| Fairway Wealth LLC | 0.15% | No change | 1,745 | $323K |
| Acima Private Wealth, LLC | 0.11% | No change | 1,743 | $323K |
| First County Bank | 0.18% | New | 1,737 | $322K |
| Providence First Trust Co | 0.12% | New | 1,734 | $321K |
| Highline Wealth Partners LLC | 0.10% | Reduce -6.6% | 1,734 | $321K |
| Moors & Cabot, Inc. | 0.02% | Reduce -24.8% | 1,730 | $320K |
| Frank, Rimerman Advisors LLC | 0.02% | No change | 1,728 | $320K |
| Elk River Wealth Management LLC | 0.06% | Reduce -21.6% | 1,727 | $320K |
| Ignite Planners, LLC | 0.07% | Reduce -2.1% | 1,713 | $319K |
| Davis R M Inc. | 0.01% | Reduce -2.5% | 1,724 | $319K |
| Laird Norton Wetherby Wealth Management, LLC | 0.02% | Add +28.4% | 1,721 | $319K |
| Cordgrass Capital Advisors, LLC | 0.09% | Reduce -34.7% | 1,715 | $317K |
| Stablepoint Partners, LLC | 0.06% | Add +8.8% | 1,708 | $316K |
| Rathbones Group PLC | 0.00% | No change | 1,705 | $316K |
| Gallagher Fiduciary Advisors, LLC | 0.06% | New | 1,700 | $315K |
| Triad Wealth Partners, LLC | 0.11% | New | 1,681 | $311K |
| JNBA Financial Advisors | 0.03% | No change | 1,681 | $311K |
| First PREMIER Bank | 0.08% | No change | 1,680 | $311K |
| ERn Financial, LLC | 0.05% | New | 1,679 | $311K |
| Morgan Dempsey Capital Management LLC | 0.12% | Add +158.6% | 1,676 | $310K |
| Emergent Wealth Advisors, LLC | 0.22% | Add +0.5% | 1,675 | $310K |
| SteelPeak Wealth, LLC | 0.01% | Add +17.1% | 1,675 | $310K |
| Gsa Capital Partners LLP | 0.02% | Add +45.0% | 1,671 | $309K |
| Cibc World Market Inc. | 0.00% | Add +3.2% | 1,662 | $308K |
| Watchman Group, Inc. | 0.08% | No change | 1,660 | $307K |
| Aspire Private Capital, LLC | 0.08% | No change | 1,660 | $307K |
| Sharp Wealth Advisory, LLC | 0.23% | Reduce -13.1% | 1,658 | $307K |
| Jackson, Grant Investment Advisers, Inc. | 0.12% | Reduce -13.7% | 1,653 | $306K |
| Doliver Advisors, LP | 0.08% | No change | 1,650 | $305K |
| S.E.E.D. Planning Group LLC | 0.10% | No change | 1,649 | $305K |
| MFA Wealth Services | 0.24% | — | 1,646 | $305K |
| JT Stratford LLC | 0.05% | New | 1,640 | $304K |
| Ibex Wealth Advisors | 0.04% | New | 1,639 | $303K |
| Total Wealth Planning, LLC | 0.05% | No change | 1,635 | $303K |
| Aerodigm Wealth, LLC | 0.18% | New | 1,629 | $302K |
| Mechanics Bank Trust Department | 0.04% | No change | 1,625 | $301K |
| BCGM Wealth Management, LLC | 0.10% | Reduce -3.8% | 1,623 | $301K |
| Matrix Private Capital Group LLC | 0.17% | Add +1.4% | 1,623 | $300K |
| Principle Wealth Partners LLC | 0.02% | No change | 1,620 | $300K |
| Ewa, LLC | 0.11% | Add +0.6% | 1,620 | $300K |
| Persium Advisors, LLC | 0.29% | — | 1,592 | $295K |
| Granite Bay Wealth Management, LLC | 0.11% | New | 1,586 | $294K |
| Pillar Financial Advisors, LLC | 0.22% | — | 1,587 | $294K |
| Baker Ellis Asset Management LLC | 0.04% | No change | 1,587 | $294K |
| Elm Partners Management LLC | 0.02% | Reduce -2.5% | 1,585 | $293K |
| Y-Intercept (Hong Kong) Ltd | 0.02% | New | 1,581 | $293K |
| Rainey & Randall Wealth Advisors Inc. | 0.06% | Add +0.1% | 1,580 | $292K |
| Trust Co | 0.03% | No change | 1,577 | $292K |
| O'Dell Group, LLC | 0.07% | Add +23.2% | 1,577 | $292K |
| MorganRosel Wealth Management, LLC | 0.10% | No change | 1,575 | $292K |
| Stockman Wealth Management, Inc. | 0.05% | No change | 1,575 | $292K |
| NWF Advisory Services Inc. | 0.04% | Reduce -6.0% | 1,575 | $291K |
| Jamison Private Wealth Management, Inc. | 0.04% | No change | 1,573 | $291K |
| Kingswood Wealth Advisors, LLC | 0.02% | Reduce -41.4% | 1,572 | $291K |
| Fort Washington Investment Advisors Inc. | 0.00% | Reduce -29.3% | 1,571 | $291K |
| Baker Tilly Wealth Management, LLC | 0.11% | New | 1,567 | $290K |
| Bright Futures Wealth Management, LLC. | 0.26% | Add +2.0% | 1,499 | $289K |
| USAdvisors Wealth Management, LLC | 0.09% | Add +1.0% | 1,564 | $289K |
| Spirepoint Private Client, LLC | 0.04% | Reduce -7.9% | 1,561 | $289K |
| Grandfield & Dodd, LLC | 0.02% | No change | 1,557 | $288K |
| Stonehearth Capital Management, LLC | 0.12% | No change | 1,553 | $288K |
| Point Windward Advisors Inc. | 0.11% | Add +5.1% | 1,549 | $287K |
| King Wealth Management Group | 0.04% | No change | 1,543 | $286K |
| MJP Associates Inc. | 0.05% | Add +0.5% | 1,544 | $286K |
| Merriman Wealth Management, LLC | 0.01% | Add +4.5% | 1,539 | $285K |
| Campbell Wealth Management | 0.03% | New | 1,518 | $281K |
| Private Wealth Partners, LLC | 0.02% | No change | 1,509 | $279K |
| Algorithmic Investment Models, LLC | 0.21% | Add +23.1% | 1,506 | $279K |
| Legacy Wealth Management, LLC | 0.02% | No change | 1,504 | $278K |
| Beaird Harris Wealth Management, LLC | 0.02% | Add +0.1% | 1,502 | $278K |
| Thompson Investment Management, Inc. | 0.04% | New | 1,500 | $278K |
| Wealth Architects, LLC | 0.03% | Reduce -14.0% | 1,497 | $277K |
| Ledyard National Bank | 0.03% | Add +7.1% | 1,491 | $276K |
| Rothschild Wealth LLC | 0.08% | Reduce -38.1% | 1,490 | $276K |
| Donaldson Capital Management, LLC | 0.01% | No change | 1,487 | $275K |
| Franklin, Parlapiano, Turner & Welch, LLC | 0.07% | No change | 1,485 | $275K |
| Ridgecrest Wealth Partners, LLC | 0.15% | No change | 1,480 | $274K |
| Smith Salley Wealth Management | 0.02% | No change | 1,476 | $273K |
| Crewe Advisors LLC | 0.04% | Add +72.0% | 1,464 | $271K |
| Oak Family Advisors, LLC | 0.11% | Reduce -3.2% | 1,462 | $271K |
| Nicholas Hoffman & Company, LLC. | 0.01% | Reduce -0.8% | 1,461 | $270K |
| Northwest Quadrant Wealth Management, LLC | 0.06% | Add +7.0% | 1,460 | $270K |
| Bell Bank | 0.02% | Add +0.3% | 1,455 | $269K |
| Moody LYNN Lieberson & Walker, LLC | 0.02% | Add +11.5% | 1,449 | $268K |
| Cornerstone Management, Inc. | 0.05% | No change | 1,446 | $268K |
| Lake Hills Wealth Management, LLC | 0.18% | Add +0.8% | 1,439 | $266K |
| Everest Private Wealth | 0.23% | — | 1,437 | $266K |
| Echo Wealth Management, LLC | 0.18% | No change | 1,435 | $266K |
| Arlington Financial Advisors, LLC | 0.05% | New | 1,434 | $265K |
| Keb Asset Management, LLC | 0.08% | Add +0.4% | 1,432 | $265K |
| Formidable Asset Management, LLC | 0.04% | No change | 1,427 | $264K |
| Northstar Asset Management Inc. | 0.07% | No change | 1,426 | $264K |
| Verus Wealth Management, LLC | 0.30% | — | 1,424 | $264K |
| Sollinda Capital Management LLC | 0.07% | No change | 1,423 | $263K |
| Horst & Graben Wealth Management LLC | 0.05% | Reduce -9.2% | 1,420 | $263K |
| Roberts Glore & Co. Inc. | 0.08% | No change | 1,417 | $262K |
| WealthTrust Axiom LLC | 0.08% | Add +6.1% | 1,414 | $262K |
| Wilkins Miller Wealth Management, LLC | 0.27% | — | 1,412 | $261K |
| Fiera Capital Corp | 0.00% | Add +0.1% | 1,411 | $261K |
| EnRich Financial Partners LLC | 0.09% | No change | 1,408 | $261K |
| Stevens Capital Partners | 0.12% | Add +16.9% | 1,408 | $261K |
| Benjamin Edwards Inc. | 0.00% | Reduce -12.0% | 1,407 | $260K |
| Summit Investment Advisory Services, LLC | 0.13% | No change | 1,399 | $259K |
| FFT Wealth Management LLC | 0.02% | No change | 1,398 | $259K |
| NBT Bank, N.A. | 0.02% | No change | 1,375 | $255K |
| Planning Alternatives Ltd. | 0.04% | No change | 1,373 | $254K |
| Activest Wealth Management | 0.07% | No change | 1,368 | $253K |
| First Trust Advisors LP | 0.00% | Reduce -93.2% | 1,366 | $253K |
| Balentine LLC | 0.01% | No change | 1,363 | $252K |
| Sabal Trust CO | 0.01% | Add +1.5% | 1,360 | $252K |
| Liberty Wealth Management LLC | 0.04% | Reduce -3.5% | 1,359 | $252K |
| Koshinski Asset Management, Inc. | 0.02% | Reduce -7.4% | 1,356 | $251K |
| Christensen, King & Associates Investment Services, Inc. | 0.12% | Add +9.5% | 1,339 | $251K |
| Alliance Wealth Advisors, LLC | 0.14% | Reduce -10.0% | 1,345 | $249K |
| 180 Wealth Advisors, LLC | 0.04% | Add +0.5% | 1,342 | $248K |
| Selective Wealth Management, Inc. | 0.10% | Add +10.3% | 1,324 | $247K |
| GM Advisory Group, LLC | 0.01% | Reduce -26.3% | 1,336 | $247K |
| Harmony Asset Management LLC | 0.10% | No change | 1,332 | $247K |
| Monument Capital Management | 0.07% | No change | 1,331 | $246K |
| HM Payson & Co. | 0.00% | No change | 1,329 | $246K |
| Motco | 0.03% | No change | 1,328 | $246K |
| Proactive Wealth Strategies LLC | 0.13% | Add +0.5% | 1,323 | $245K |
| Grey Ledge Advisors, LLC | 0.06% | Add +1.9% | 1,323 | $245K |
| PDS Planning, Inc | 0.02% | Reduce -14.7% | 1,321 | $245K |
| Lyell Wealth Management, LP | 0.02% | New | 1,320 | $244K |
| Transform Wealth, LLC | 0.01% | Reduce -13.0% | 1,318 | $244K |
| Sicart Associates LLC | 0.09% | Reduce -2.2% | 1,317 | $244K |
| Five Oceans Advisors | 0.11% | Reduce -33.3% | 1,315 | $243K |
| Lokken Investment Group LLC | 0.11% | No change | 1,314 | $243K |
| Red Lighthouse Investment Management, LLC | 0.10% | No change | 1,308 | $242K |
| Lansing Street Advisors | 0.08% | New | 1,296 | $240K |
| Future You Wealth LLC | 0.17% | — | 1,293 | $239K |
| Gordian Advisors LLC | 0.19% | Reduce -10.6% | 1,293 | $239K |
| WCM Investment Management, LLC | 0.00% | New | 1,294 | $239K |
| Clark Capital Management Group, Inc. | 0.00% | No change | 1,290 | $239K |
| Howard Wealth Management, LLC | 0.13% | Add +1.7% | 1,283 | $237K |
| Keebeck Wealth Management | 0.03% | Add +2.6% | 1,282 | $237K |
| Pin Oak Investment Advisors Inc. | 0.22% | No change | 1,248 | $237K |
| MTM Investment Management, LLC | 0.09% | Add +6.5% | 1,279 | $237K |
| Crews Bank & Trust | 0.04% | — | 1,279 | $237K |
| Abacus Wealth Partners, LLC | 0.04% | New | 1,279 | $237K |
| S.A. Mason LLC | 0.12% | No change | 1,277 | $236K |
| Orion Capital Management LLC | 0.10% | No change | 1,274 | $236K |
| ORG Partners LLC | 0.03% | Add +55.6% | 1,273 | $236K |
| RMR Capital Management, LLC | 0.18% | No change | 1,273 | $236K |
| Greatmark Investment Partners, Inc. | 0.03% | No change | 1,270 | $235K |
| Archer Investment Management, LLC | 0.14% | — | 1,267 | $235K |
| Fulton Breakefield Broenniman LLC | 0.02% | No change | 1,267 | $235K |
| FSM Wealth Advisors, LLC | 0.06% | Add +0.1% | 1,233 | $234K |
| New Century Financial Group, LLC | 0.10% | Add +0.6% | 1,256 | $234K |
| LPF Advisors LLC | 0.20% | No change | 1,263 | $234K |
| KCM Investment Advisors LLC | 0.01% | Reduce -47.6% | 1,255 | $232K |
| Gerber Kawasaki Wealth & Investment Management | 0.01% | Reduce -3.5% | 1,254 | $232K |
| Addison Advisors LLC | 0.06% | No change | 1,250 | $231K |
| Patten & Patten Inc. | 0.02% | Reduce -7.3% | 1,246 | $231K |
| Single Point Partners, LLC | 0.05% | New | 1,242 | $230K |
| Windsor Advisory Group, LLC | 0.27% | Add +111.3% | 1,238 | $229K |
| Atwood & Palmer Inc. | 0.02% | No change | 1,234 | $228K |
| SK Wealth Management, LLC | 0.12% | No change | 1,227 | $227K |
| Burling Wealth Partners, LLC | 0.05% | — | 1,226 | $227K |
| Signature Wealth Management Partners, LLC | 0.16% | Add +4.7% | 1,223 | $226K |
| Barnes Pettey Financial Advisors, LLC | 0.17% | No change | 1,223 | $226K |
| Greenhouse Wealth Management, LLC | 0.15% | Reduce -0.6% | 1,221 | $226K |
| Sharper & Granite LLC | 0.10% | No change | 1,219 | $226K |
| Werba Rubin Papier Wealth Management | 0.05% | No change | 1,218 | $225K |
| Alpha Financial Partners LLC | 0.18% | New | 1,216 | $225K |
| Braun Stacey Associates Inc. | 0.01% | Reduce -0.2% | 1,214 | $225K |
| Endeavor Private Wealth, Inc. | 0.21% | — | 1,213 | $225K |
| Beacon Bank & Trust | 0.05% | No change | 1,213 | $225K |
| Coastal Bridge Advisors, LLC | 0.06% | Reduce -77.7% | 1,212 | $224K |
| Commons Capital, LLC | 0.20% | Add +0.1% | 1,206 | $223K |
| Security National Bank of So Dak | 0.12% | New | 1,205 | $223K |
| Wealthfront Advisers LLC | 0.00% | New | 1,205 | $223K |
| Missouri Trust & Investment Co | 0.08% | No change | 1,200 | $222K |
| LongView Wealth Management | 0.07% | No change | 1,200 | $222K |
| GC Wealth Management RIA, LLC | 0.04% | Reduce -23.6% | 1,198 | $222K |
| Leigh Baldwin & Co., LLC | 0.19% | — | 1,197 | $222K |
| Pines Wealth Management, LLC | 0.10% | — | 1,205 | $221K |
| Trek Financial, LLC | 0.02% | No change | 1,187 | $220K |
| Roundview Capital LLC | 0.02% | No change | 1,185 | $219K |
| Hourglass Capital, LLC | 0.06% | No change | 1,185 | $219K |
| WBH Advisory Inc. | 0.02% | No change | 1,180 | $218K |
| Patriot Investment Management Group, Inc. | 0.02% | No change | 1,173 | $217K |
| Wintrust Investments LLC | 0.19% | Reduce -49.7% | 1,172 | $217K |
| BCS Wealth Management | 0.05% | New | 1,172 | $217K |
| Parr McKnight Wealth Management Group, LLC | 0.03% | — | 1,172 | $217K |
| FourThought Financial Partners, LLC | 0.02% | No change | 1,166 | $216K |
| SageView Advisory Group, LLC | 0.01% | No change | 1,166 | $216K |
| Commonwealth Retirement Investments LLC | 0.09% | No change | 1,166 | $216K |
| Savvy Advisors, Inc. | 0.03% | No change | 1,165 | $216K |
| Enterprise Bank & Trust Co | 0.07% | No change | 1,164 | $215K |
| Rappaport Reiches Capital Management, LLC | 0.06% | No change | 1,163 | $215K |
| Community Financial Services Group, LLC | 0.04% | Reduce -4.2% | 1,163 | $215K |
| Financial Advisory Corp | 0.04% | — | 1,161 | $215K |
| Brookmont Capital Management | 0.11% | Reduce -2.3% | 1,144 | $212K |
| Texas Capital Bancshares Inc | 0.09% | No change | 1,144 | $212K |
| Catalyst Financial Partners LLC | 0.04% | No change | 1,143 | $212K |
| Daymark Wealth Partners, LLC | 0.01% | Reduce -32.8% | 1,138 | $211K |
| Liberty Square Wealth Partners LLC | 0.08% | — | 1,082 | $210K |
| Northern Financial Advisors Inc | 0.17% | No change | 1,134 | $210K |
| Millennium Capital Advisors, LLC | 0.14% | No change | 1,134 | $210K |
| Pacifica Partners Inc. | 0.09% | Reduce -20.9% | 1,135 | $210K |
| Probity Advisors, Inc. | 0.04% | No change | 1,124 | $208K |
| Insight Wealth Strategies, LLC | 0.03% | Add +0.1% | 1,119 | $207K |
| KilterHowling LLC | 0.12% | Add +0.6% | 1,071 | $207K |
| Bluespring Wealth Management, LLC | 0.02% | No change | 1,116 | $207K |
| Kathmere Capital Management, LLC | 0.02% | No change | 1,103 | $204K |
| Inlet Private Wealth, LLC | 0.05% | No change | 1,102 | $204K |
| High Net Worth Advisory Group LLC | 0.06% | Reduce -2.5% | 1,101 | $204K |
| V2 Financial group LLC | 0.12% | No change | 1,100 | $204K |
| Nvwm, LLC | 0.05% | No change | 1,100 | $204K |
| Schroder Investment Management Group | 0.00% | Reduce -97.6% | 1,100 | $204K |
| Seneschal Advisors, LLC | 0.17% | — | 1,099 | $203K |
| Falcon Wealth Planning | 0.02% | Add +0.4% | 1,095 | $203K |
| Blue Investment Partners LLC | 0.07% | No change | 1,092 | $202K |
| Argent Capital Management LLC | 0.01% | New | 1,091 | $202K |
| Bluesphere Advisors LLC | 0.10% | Add +0.5% | 1,091 | $202K |
| Monument Group Wealth Advisors, LLC | 0.14% | No change | 1,089 | $202K |
| Values Added Financial LLC | 0.12% | No change | 1,083 | $200K |
| West Financial Advisors, LLC | 0.04% | Add +204.8% | 1,070 | $198K |
| Copia Wealth Management | 0.19% | — | 1,055 | $195K |
| Robinswood Financial LLC | 0.07% | Reduce -23.2% | 1,049 | $194K |
| Luken Investment Analytics, LLC | 0.09% | No change | 1,047 | $194K |
| Smartleaf Asset Management LLC | 0.02% | Add +29.3% | 1,023 | $189K |
| Ameritas Investment Partners, Inc. | 0.01% | Reduce -10.4% | 1,020 | $189K |
| Hurley Capital, LLC | 0.15% | — | 1,006 | $188K |
| City State Bank | 0.07% | Reduce -1.6% | 1,002 | $186K |
| Founders Capital Management | 0.12% | No change | 984 | $182K |
| Parkworth Wealth Management, Inc. | 0.15% | — | 983 | $182K |
| TFC Financial Management, Inc. | 0.03% | No change | 983 | $182K |
| Sugarloaf Wealth Management, LLC | 0.03% | No change | 952 | $176K |
| West Branch Capital LLC | 0.06% | Reduce -0.4% | 940 | $174K |
| Wingate Wealth Advisors, Inc. | 0.17% | — | 926 | $171K |
| S&T Bank | 0.05% | New | 922 | $171K |
| Granite FO LLC | 0.10% | Add +0.2% | 904 | $167K |
| Medallion Wealth Advisors, LLC | 0.08% | — | 872 | $163K |
| Moisand Fitzgerald Tamayo, LLC | 0.02% | No change | 880 | $163K |
| IAG Wealth Partners, LLC | 0.03% | No change | 879 | $163K |
| CoreFirst Bank & Trust | 0.10% | Add +136.4% | 877 | $162K |
| Bear Mountain Capital, Inc. | 0.06% | Reduce -2.4% | 832 | $161K |
| Centaurus Financial, Inc. | 0.01% | Reduce -7.3% | 871 | $161K |
| WealthCollab, LLC | 0.10% | No change | 863 | $160K |
| Creative Financial Designs Inc. | 0.01% | Add +0.1% | 858 | $159K |
| Pacific Capital Wealth Advisors, Inc. | 0.03% | Add +0.1% | 853 | $158K |
| Realta Investment Advisors | 0.06% | New | 823 | $154K |
| CoreCap Advisors, LLC | 0.01% | Reduce -45.7% | 825 | $153K |
| Compass Planning Associates Inc | 0.15% | — | 800 | $148K |
| Register Financial Advisors LLC | 0.07% | Add +1.8% | 797 | $148K |
| Winnacle Wealth LLC | 0.15% | — | 796 | $147K |
| Noble Wealth Management PBC | 0.10% | — | 784 | $145K |
| Dunhill Financial, LLC | 0.07% | Add +9.7% | 772 | $143K |
| DB Fitzpatrick & Co, Inc | 0.13% | Reduce -14.1% | 769 | $142K |
| Evelyn Partners Asset Management Ltd | 0.04% | — | 747 | $138K |
| NFSG Corp | 0.03% | New | 735 | $136K |
| Hills Bank & Trust Co | 0.01% | No change | 725 | $134K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 720 | $133K |
| Union Savings Bank | 0.06% | No change | 708 | $131K |
| GPS Wealth Strategies Group, LLC | 0.02% | Add +6.3% | 694 | $129K |
| Wood Tarver Financial Group, LLC | 0.04% | — | 687 | $127K |
| Vestor Capital, LLC | 0.01% | No change | 666 | $123K |
| Sellwood Investment Partners LLC | 0.07% | — | 660 | $122K |
| Element Wealth, LLC | 0.06% | Reduce -1.8% | 641 | $119K |
| Federated Hermes, Inc. | 0.00% | New | 624 | $116K |
| MilWealth Group LLC | 0.03% | No change | 618 | $114K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.03% | No change | 598 | $111K |
| Kohmann Bosshard Financial Services, LLC | 0.01% | New | 593 | $110K |
| Catherine Avery Investment Management LLC | 0.10% | — | 592 | $110K |
| Wolff Wiese Magana LLC | 0.07% | Reduce -2.7% | 583 | $108K |
| First Pacific Financial | 0.03% | Add +0.5% | 581 | $108K |
| Palouse Capital Management, Inc. | 0.07% | New | 577 | $107K |
| Caldwell Sutter Capital, Inc. | 0.05% | No change | 574 | $106K |
| First Command Advisory Services, Inc. | 0.00% | No change | 561 | $104K |
| Avalon Trust Co | 0.01% | No change | 558 | $103K |
| Laurel Wealth Advisors LLC | 0.02% | No change | 551 | $102K |
| West Paces Advisors Inc. | 0.02% | Reduce -6.5% | 531 | $98K |
| SYM FINANCIAL Corp | 0.01% | No change | 527 | $98K |
| United Community Bank | 0.04% | New | 492 | $91K |
| Bernard Wealth Management Corp. | 0.04% | — | 487 | $90K |
| Arcadia Investment Advisors LLC | 0.05% | No change | 483 | $89K |
| ESL Trust Services, LLC | 0.02% | No change | 479 | $89K |
| Hopwood Financial Services, Inc. | 0.07% | — | 474 | $88K |
| Sachetta, LLC | 0.03% | Add +5122.2% | 470 | $87K |
| Tompkins Financial Corp. | 0.01% | New | 462 | $86K |
| Pineridge Advisors LLC | 0.03% | Add +0.7% | 462 | $86K |
| Investors Research Corp | 0.02% | No change | 458 | $85K |
| Cherry Tree Wealth Management, LLC | 0.02% | No change | 457 | $85K |
| TD Capital Management LLC | 0.01% | No change | 454 | $84K |
| Salomon & Ludwin, LLC | 0.01% | Reduce -4.8% | 437 | $81K |
| Topsail Wealth Management, LLC | 0.02% | — | 430 | $80K |
| Mitchell Sinkler & Starr | 0.02% | No change | 430 | $80K |
| Synergy Investment Management, LLC | 0.03% | — | 425 | $79K |
| Nova Wealth Management, Inc. | 0.07% | — | 409 | $76K |
| Field & Main Bank | 0.03% | No change | 407 | $75K |
| Smithfield Trust Co | 0.00% | No change | 390 | $73K |
| Center for Financial Planning, Inc. | 0.01% | No change | 390 | $72K |
| Harvest Fund Management Co., Ltd | 0.00% | No change | 381 | $71K |
| IFS Advisors, LLC | 0.06% | No change | 383 | $71K |
| Financial Gravity Companies, Inc. | 0.02% | Reduce -10.4% | 378 | $70K |
| TruNorth Capital Management, LLC | 0.02% | No change | 377 | $70K |
| SRH Advisors, LLC | 0.02% | No change | 370 | $68K |
| Prestige Wealth Management Group LLC | 0.01% | No change | 361 | $67K |
| Richardson Financial Services Inc. | 0.05% | Reduce -43.5% | 355 | $66K |
| Sittner & Nelson, LLC | 0.03% | No change | 346 | $64K |
| Westside Investment Management, Inc. | 0.01% | No change | 344 | $64K |
| Cary Street Partners Investment Advisory LLC | 0.04% | Reduce -98.3% | 340 | $63K |
| Cornerstone Planning Group LLC | 0.02% | Reduce -1.2% | 324 | $63K |
| Retirement Wealth Solutions LLC | 0.05% | — | 337 | $62K |
| Atlantic Edge Private Wealth Management, LLC | 0.02% | Add +492.7% | 326 | $60K |
| Main Management LLC | 0.00% | No change | 323 | $60K |
| Denver PWM, LLC | 0.02% | Add +0.3% | 316 | $59K |
| Venturi Wealth Management, LLC | 0.00% | Reduce -13.1% | 306 | $57K |
| CNB Bank | 0.03% | No change | 305 | $56K |
| Rosenberg Matthew Hamilton | 0.01% | Reduce -9.3% | 304 | $56K |
| MPWM Advisory Solutions, LLC | 0.04% | — | 303 | $56K |
| Atlantic Private Wealth, LLC | 0.04% | No change | 301 | $56K |
| Future Financial Wealth Managment LLC | 0.04% | No change | 300 | $56K |
| Northwest Capital Management Inc | 0.02% | No change | 298 | $55K |
| Sound Income Strategies, LLC | 0.00% | Reduce -0.7% | 292 | $54K |
| Piscataqua Savings Bank | 0.05% | No change | 290 | $54K |
| Old Second National Bank of Aurora | 0.01% | No change | 284 | $53K |
| Marshall Investment Management, LLC | 0.03% | — | 275 | $52K |
| Elevation Wealth Partners, LLC | 0.02% | Add +0.7% | 278 | $51K |
| one8zero8, LLC | 0.01% | — | 269 | $50K |
| North Star Investment Management Corp. | 0.00% | Add +0.4% | 269 | $50K |
| Howe & Rusling Inc. | 0.00% | Add +7.2% | 267 | $49K |
| Peachtree Investment Partners, LLC | 0.02% | No change | 265 | $49K |
| Caitlin John, LLC | 0.03% | No change | 260 | $48K |
| Richard W. Paul & Associates, LLC | 0.02% | Reduce -9.3% | 253 | $47K |
| Centricity Wealth Management, LLC | 0.04% | — | 250 | $46K |
| HHM Wealth Advisors, LLC | 0.01% | No change | 249 | $46K |
| Jackson Hole Capital Partners, LLC | 0.01% | No change | 247 | $46K |
| Rise Advisors, LLC | 0.02% | Add +0.4% | 246 | $46K |
| Tidemark, LLC | 0.02% | Reduce -61.9% | 244 | $45K |
| Global Financial Private Client, LLC | 0.02% | No change | 235 | $44K |
| New England Capital Financial Advisors LLC | 0.02% | No change | 232 | $43K |
| Valley National Advisers Inc. | 0.01% | Reduce -7.8% | 224 | $41K |
| JDM Financial Group LLC | 0.02% | Add +0.5% | 216 | $40K |
| Frazier Financial Advisors, LLC | 0.03% | Reduce -8.0% | 207 | $38K |
| Abound Wealth Management | 0.01% | Add +0.5% | 202 | $37K |
| Aberdeen Wealth Management LLC | 0.03% | No change | 200 | $37K |
| Hantz Financial Services, Inc. | 0.00% | New | 187 | $35K |
| Chilton Capital Management LLC | 0.00% | No change | 188 | $35K |
| Peoples Financial Services Corp. | 0.02% | No change | 185 | $34K |
| VSM Wealth Advisory, LLC | 0.01% | — | 185 | $34K |
| SJS Investment Consulting Inc. | 0.01% | No change | 183 | $34K |
| Access Investment Management LLC | 0.01% | No change | 180 | $33K |
| Halbert Hargrove Global Advisors, LLC | 0.00% | New | 174 | $32K |
| Peterson Wealth Services | 0.01% | New | 173 | $32K |
| Stephens Consulting, LLC | 0.01% | No change | 172 | $32K |
| Studio Investment Management LLC | 0.01% | No change | 172 | $32K |
| Eagle Bay Advisors LLC | 0.02% | No change | 171 | $32K |
| Colonial Trust Advisors | 0.00% | No change | 169 | $31K |
| Transce3nd, LLC | 0.01% | — | 163 | $31K |
| Mendota Financial Group, LLC | 0.02% | Reduce -48.3% | 164 | $30K |
| Mb, Levis & Associates, LLC | 0.02% | No change | 164 | $30K |
| Amundi | 0.00% | No change | 162 | $30K |
| Delta Asset Management LLC | 0.00% | No change | 160 | $30K |
| Ameriflex Group, Inc. | 0.01% | — | 150 | $29K |
| Bellevue Asset Management, LLC | 0.01% | No change | 150 | $28K |
| Holos Integrated Wealth LLC | 0.02% | — | 147 | $27K |
| Richardson Capital Management LLC | 0.02% | No change | 143 | $26K |
| Flagship Wealth Advisors, LLC | 0.02% | — | 143 | $26K |
| Avion Wealth | 0.01% | No change | 144 | $26K |
| Aventura Private Wealth, LLC | 0.01% | — | 140 | $26K |
| Versant Capital Management, Inc | 0.01% | No change | 138 | $26K |
| TCTC Holdings, LLC | 0.00% | Reduce -78.6% | 136 | $25K |
| Armor Investment Advisors, LLC | 0.01% | No change | 135 | $25K |
| Putney Financial Group LLC | 0.02% | — | 130 | $24K |
| Brooklyn Investment Group | 0.01% | New | 130 | $24K |
| Van Eck Associates Corp. | 0.00% | Add +91.3% | 132 | $24K |
| Morton Brown Family Wealth, LLC | 0.01% | No change | 127 | $24K |
| Mark Sheptoff Financial Planning, LLC | 0.01% | Add +129.1% | 126 | $23K |
| Perkins Coie Trust Co | 0.01% | No change | 125 | $23K |
| Tanaka Capital Management Inc. | 0.05% | No change | 123 | $23K |
| C M Bidwell & Associates Ltd. | 0.01% | No change | 124 | $23K |
| Syntax Research, Inc. | 0.02% | No change | 122 | $23K |
| Valley Wealth Managers, Inc. | 0.00% | Reduce -29.8% | 118 | $22K |
| Stuart Chaussee & Associates, Inc. | 0.01% | No change | 117 | $22K |
| Millstone Evans Group, LLC | 0.01% | — | 116 | $21K |
| FSC Wealth Advisors, LLC | 0.01% | No change | 116 | $21K |
| Greenline Partners, LLC | 0.00% | New | 110 | $20K |
| Fiduciary Advisors, Inc. | 0.02% | — | 108 | $20K |
| POM Investment Strategies, LLC | 0.01% | No change | 106 | $20K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | No change | 106 | $20K |
| Householder Group Estate & Retirement Specialist, LLC | 0.01% | Reduce -95.3% | 106 | $19K |
| Capital Investment Counsel, Inc | 0.00% | No change | 100 | $19K |
| CarsonAllaria Wealth Management, Ltd. | 0.01% | Add +1.0% | 98 | $18K |
| WR Wealth Planners, LLC | 0.01% | Add +1.0% | 97 | $18K |
| Financial Management Professionals, Inc. | 0.00% | No change | 96 | $18K |
| Richards, Merrill & Peterson, Inc. | 0.01% | — | 95 | $18K |
| Fourth Dimension Wealth, LLC | 0.01% | — | 91 | $17K |
| Concord Wealth Partners | 0.00% | Reduce -14.7% | 87 | $16K |
| Financial Perspectives, Inc | 0.01% | No change | 87 | $16K |
| Bfsg, LLC | 0.00% | No change | 83 | $15K |
| Van Hulzen Asset Management, LLC | 0.00% | New | 81 | $15K |
| Evolution Advisers, Inc. | 0.01% | No change | 71 | $13K |
| Resources Management Corp. /CT/ | 0.00% | No change | 68 | $13K |
| Accredited Wealth Management, LLC | 0.01% | — | 70 | $13K |
| Cape Investment Advisory, Inc. | 0.00% | New | 67 | $12K |
| 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 |
| Comprehensive Financial Planning, Inc. | 0.01% | — | 61 | $11K |
| Nemes Rush Group LLC | 0.00% | Add +53.9% | 60 | $11K |
| Ogorek Anthony Joseph /NY/ | 0.00% | No change | 60 | $11K |
| Integrity Financial Corp | 0.01% | No change | 58 | $11K |
| Luminist Capital LLC | 0.02% | — | 56 | $10K |
| Hexagon Capital Partners LLC | 0.00% | No change | 49 | $9K |
| MidAtlantic Capital Management, Inc. | 0.01% | No change | 48 | $9K |
| High Note Wealth, LLC | 0.00% | New | 47 | $9K |
| Physician Wealth Advisors, Inc. | 0.00% | New | 45 | $8K |
| Ransom Advisory, Ltd | 0.00% | No change | 45 | $8K |
| Synergy Asset Management, LLC | 0.00% | New | 42 | $8K |
| Chapman Financial Group, LLC | 0.01% | — | 42 | $8K |
| Ridgewood Investments LLC | 0.00% | No change | 41 | $8K |
| DHJJ Financial Advisors, Ltd. | 0.00% | Reduce -27.3% | 40 | $7K |
| Menard Financial Group LLC | 0.00% | New | 39 | $7K |
| Legacy Investment Solutions, LLC | 0.00% | New | 37 | $7K |
| Legacy Wealth Managment, LLC | 0.00% | New | 37 | $7K |
| 10Elms LLP | 0.01% | — | 38 | $7K |
| First Community Trust NA | 0.00% | No change | 36 | $7K |
| Trivant Custom Portfolio Group, LLC | 0.00% | Reduce -18.2% | 36 | $7K |
| PMV Capital Advisers, LLC | 0.02% | — | 34 | $6K |
| Global Wealth Strategies & Associates | 0.00% | Reduce -65.1% | 30 | $6K |
| Granite Investment Partners, LLC | 0.00% | No change | 29 | $5K |
| Stonebridge Financial Group, LLC | 0.00% | — | 27 | $5K |
| Kestra Investment Management, LLC | 0.00% | New | 27 | $5K |
| Broadwater Capital Management LLC | 0.00% | No change | 26 | $5K |
| Horizons Wealth Management | 0.00% | Reduce -57.6% | 25 | $5K |
| Quest 10 Wealth Builders, Inc. | 0.00% | — | 23 | $4K |
| 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 |
| Lanark Financial, Inc. | 0.30% | — | 17 | $3K |
| Fairman Group, LLC | 0.00% | No change | 16 | $3K |
| Provident Wealth Management, LLC | 0.00% | No change | 16 | $3K |
| Koesten, Hirschmann & Crabtree, INC. | 0.00% | No change | 14 | $3K |
| Legacy Bridge, LLC | 0.00% | No change | 12 | $2K |
| Capital A Wealth Management, LLC | 0.00% | — | 11 | $2K |
| Tower Research Capital LLC (TRC) | 0.00% | New | 11 | $2K |
| Transcendent Capital Group LLC | 0.00% | No change | 9 | $2K |
| Main Street Group, LTD | 0.00% | No change | 8 | $1K |
| Hara Capital LLC | 0.00% | No change | 5 | $926 |
| Trifecta Capital Advisors, LLC | 0.00% | No change | 2 | $371 |
"% 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.