iShares Russell 1000 Value EIWDETF
13F holders, Q1 2025 (March 31)1,719holders −19
105new positions
108sold out
5famous investors
$187.37avg. 13F price*
At the end of Q1 2025, 1,719 institutions reported holding iShares Russell 1000 Value E (IWD) in their 13F filings, down 19 from Q4 2024. 105 opened new positions and 108 sold out. The largest holders were Bank of America Corp. ($9.5B), Morgan Stanley ($7.2B) and Goldman Sachs Group Inc. ($2.9B). 5 famous investors held it, including Joel Greenblatt (0.1% of Gotham Asset Management's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and Mario Gabelli (0.0% of GAMCO Investors's portfolio).
- Company
- iShares Russell 1000 Value E
- CUSIP
- 464287598
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 105 | $393.4M |
| Exits | 108 | $193.0M |
All 13F filers, Q4 2024 → Q1 2025: 9,548,194 shares bought and 17,863,773 shares sold, net −8,315,579 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,719 holders
| Bank of America Corp. | 0.85% | Reduce -6.5% | 50,568,567 | $9.5B |
| Morgan Stanley | 0.52% | Reduce -0.3% | 38,268,369 | $7.2B |
| Goldman Sachs Group Inc. | 0.56% | Add +2.4% | 15,629,692 | $2.9B |
| FMR LLC | 0.11% | Reduce -0.1% | 9,260,920 | $1.7B |
| JPMorgan Chase & Co. | 0.13% | Reduce -1.8% | 9,085,957 | $1.7B |
| Financial Engines Advisors L.L.C. | 3.54% | Reduce -2.8% | 8,759,085 | $1.6B |
| UBS Group AG | 0.33% | Add +11.5% | 7,960,372 | $1.5B |
| Envestnet Asset Management Inc. | 0.40% | Reduce -16.9% | 6,542,115 | $1.2B |
| Raymond James Financial Inc. | 0.35% | Reduce -6.7% | 4,901,855 | $922.3M |
| Baird Financial Group, Inc. | 1.70% | Add +1.8% | 4,681,498 | $880.9M |
| Wells Fargo & Company | 0.21% | Reduce -26.6% | 4,615,805 | $868.5M |
| Northern Trust Corp. | 0.13% | Add +5.9% | 4,518,369 | $850.2M |
| LPL Financial LLC | 0.29% | Add +6.2% | 3,949,393 | $743.1M |
| M&T Bank Corp | 2.61% | Add +2.2% | 3,804,155 | $715.8M |
| PNC Financial Services Group, Inc. | 0.33% | Reduce -0.9% | 3,355,155 | $631.3M |
| Synovus Financial Corp. | 7.74% | Add +9.0% | 3,175,934 | $597.6M |
| Jasper Ridge Partners, L.P. | 16.17% | Reduce -2.6% | 2,674,684 | $503.3M |
| Prudential Financial Inc. | 0.71% | Reduce -10.8% | 2,647,656 | $498.2M |
| Jones Financial Companies LLLP | 0.42% | Reduce -36.5% | 2,531,729 | $471.6M |
| Truist Financial Corp. | 0.69% | Reduce -8.0% | 2,300,795 | $432.9M |
| Commonwealth Equity Services, LLC | 0.56% | Add +6.3% | 2,089,385 | $393.1M |
| Royal Bank of Canada | 0.09% | Reduce -13.1% | 2,055,995 | $386.9M |
| Stifel Financial Corp. | 0.38% | Reduce -11.4% | 1,892,525 | $356.1M |
| Alaska Permanent Fund Corp | 4.80% | Reduce -20.4% | 1,875,445 | $341.8M |
| GLOBALT Investments LLC / GA | 13.72% | Reduce -2.5% | 1,784,053 | $335.7M |
| BlackRock, Inc. | 0.01% | Reduce -13.5% | 1,776,693 | $334.3M |
| Corient Private Wealth LP | 0.49% | Add +227.1% | 1,591,418 | $299.4M |
| Stairway Partners, LLC | 14.75% | Add +2.9% | 1,271,722 | $239.3M |
| Ameriprise Financial Inc. | 0.06% | Reduce -17.6% | 1,251,732 | $235.4M |
| Pacific Life Fund Advisors LLC | 26.10% | New | 1,236,524 | $232.7M |
| Tiaa Trust, National Association | 0.70% | Reduce -1.7% | 1,194,557 | $224.8M |
| Cetera Investment Advisers | 0.43% | Reduce -4.0% | 1,181,842 | $222.4M |
| Alliancebernstein L.P. | 0.08% | Reduce -4.7% | 1,173,801 | $220.9M |
| Citigroup Inc. | 0.17% | Add +13.7% | 1,168,953 | $220.0M |
| Rockefeller Capital Management L.P. | 0.51% | Add +7.5% | 1,092,493 | $205.6M |
| Franklin Resources Inc. | 0.06% | Add +8.4% | 1,015,394 | $191.1M |
| Comerica Bank | 0.79% | Reduce -7.6% | 1,003,989 | $188.9M |
| HighTower Advisors, LLC | 0.25% | Reduce -8.3% | 977,118 | $183.9M |
| Natixis Advisors, LLC | 0.33% | Reduce -8.2% | 950,191 | $178.8M |
| NorthCoast Asset Management LLC | 0.89% | Add +9.2% | 941,235 | $177.1M |
| American Century Companies Inc. | 0.11% | Add +62.3% | 935,164 | $176.0M |
| Waldron Private Wealth LLC | 7.72% | Add +2.2% | 869,533 | $163.6M |
| US Bancorp \de | 0.21% | Reduce -1.2% | 848,496 | $159.7M |
| Johns Hopkins University | 6.01% | Reduce -23.4% | 846,133 | $159.2M |
| Oakworth Capital, Inc. | 10.25% | Add +2.4% | 782,181 | $147.2M |
| Commerce Bank | 0.90% | Reduce -0.1% | 750,163 | $141.2M |
| BNP Paribas Financial Markets | 0.10% | Add +1.7% | 709,385 | $133.5M |
| Bank of New York Mellon Corp | 0.03% | Reduce -3.2% | 705,338 | $132.7M |
| Wealth Enhancement Advisory Services, LLC | 0.25% | Add +3.6% | 695,968 | $131.0M |
| 1ST Source Bank | 7.49% | Add +2.3% | 675,118 | $127.0M |
| Stephens Inc. | 1.72% | Reduce -9.8% | 624,645 | $117.5M |
| Circle Wealth Management, LLC | 2.65% | No change | 607,633 | $114.3M |
| Pathstone Holdings, LLC | 0.45% | Add +2.8% | 549,555 | $103.5M |
| Bank of Nova Scotia | 0.23% | Reduce -0.5% | 539,180 | $101.5M |
| Creative Planning | 0.09% | Add +0.9% | 536,335 | $100.9M |
| Mariner, LLC | 0.16% | Add +3.4% | 508,887 | $95.8M |
| Focus Partners Wealth | 0.23% | Add +0.1% | 476,848 | $89.7M |
| Osaic Holdings, Inc. | 0.19% | Add +11.6% | 462,672 | $87.1M |
| Northwestern Mutual Wealth Management Co. | 0.07% | Add +9.0% | 450,423 | $84.8M |
| Modera Wealth Management, LLC | 1.12% | Reduce -1.4% | 439,699 | $82.7M |
| Cedar Mountain Advisors, LLC | 17.49% | Add +0.3% | 414,979 | $78.1M |
| Equitable Holdings, Inc. | 0.72% | Add +2.9% | 402,213 | $75.7M |
| Choreo, LLC | 1.17% | Add +3.1% | 400,743 | $75.4M |
| MML Investors Services, LLC | 0.25% | Add +5.8% | 399,099 | $75.1M |
| Cassaday & Co Wealth Management LLC | 2.11% | Reduce -1.4% | 397,810 | $74.9M |
| Stephens Group Asset Management, LLC | 5.95% | Add +7.3% | 392,301 | $73.8M |
| Bridges Investment Management Inc. | 1.05% | Add +6.0% | 385,699 | $72.6M |
| MV Capital Management, Inc. | 7.76% | Add +1.1% | 384,195 | $72.3M |
| Captrust Financial Advisors | 0.17% | Reduce -0.5% | 368,369 | $69.3M |
| Landaas & Co. /Wi | 18.72% | Add +1.3% | 359,893 | $67.7M |
| Cullen/Frost Bankers, Inc. | 0.95% | Add +1.5% | 359,247 | $67.6M |
| StoneX Group Inc. | 3.45% | Add +1.9% | 333,681 | $62.8M |
| MAI Capital Management | 0.46% | Add +1.7% | 326,012 | $61.3M |
| Moneta Group Investment Advisors LLC | 0.84% | Add +2.8% | 324,419 | $61.0M |
| Private Advisor Group, LLC | 0.37% | Add +2.3% | 322,231 | $60.6M |
| Fifth Third Bancorp | 0.23% | Reduce -5.1% | 320,212 | $60.3M |
| Steward Partners Investment Advisory, LLC | 0.53% | Add +26.9% | 319,708 | $60.2M |
| EP Wealth Advisors, LLC | 0.47% | Reduce -1.9% | 312,937 | $58.9M |
| Nuveen, LLC | 0.02% | — | 309,687 | $58.3M |
| Coho Partners, Ltd. | 3.48% | Add +44.5% | 306,766 | $57.7M |
| First Business Financial Services, Inc. | 5.48% | Add +3.0% | 296,034 | $55.7M |
| Brown Advisory Inc. | 0.08% | Reduce -7.0% | 292,615 | $55.1M |
| Cresset Asset Management, LLC | 0.27% | Reduce -3.3% | 290,291 | $54.6M |
| Janney Montgomery Scott LLC | 0.15% | Reduce -0.7% | 282,728 | $53.2M |
| Covenant Partners, LLC | 16.67% | Add +77.9% | 273,773 | $51.5M |
| Paulson Wealth Management Inc. | 14.41% | Add +4.3% | 272,067 | $51.2M |
| Brandywine Global Investment Management, LLC | 0.37% | Add +13.4% | 268,699 | $50.6M |
| Assetmark, Inc. | 0.14% | Reduce -10.6% | 268,291 | $50.5M |
| Massachusetts Financial Services Co. | 0.02% | Reduce -45.5% | 263,807 | $49.6M |
| FSA Wealth Management LLC | 20.85% | Add +2.8% | 261,033 | $49.1M |
| Badgley Phelps Wealth Managers, LLC | 1.12% | Reduce -24.6% | 245,700 | $46.2M |
| Wind River Trust Co | 19.51% | Reduce -4.6% | 241,731 | $45.5M |
| Thrivent Financial for Lutherans | 0.10% | Add +2.5% | 229,184 | $44.8M |
| Graypoint LLC | 2.73% | Add +10.6% | 232,117 | $43.7M |
| Cambiar Investors LLC | 1.81% | Reduce -22.4% | 227,071 | $42.7M |
| CX Institutional | 1.60% | Add +16.3% | 225,186 | $42.4M |
| Cerity Partners LLC | 0.09% | Reduce -3.4% | 221,946 | $41.8M |
| Blair William & Co. | 0.12% | Add +2.9% | 220,143 | $41.4M |
| Wealthspire Advisors, LLC | 0.25% | Add +104.0% | 218,926 | $41.2M |
| Relyea Zuckerberg Hanson LLC | 5.49% | Reduce -2.6% | 216,465 | $40.7M |
| Comprehensive Financial Management LLC | 1.25% | No change | 210,233 | $39.6M |
| Nadler Financial Group, Inc. | 4.35% | Reduce -2.0% | 208,802 | $39.3M |
| Mission Wealth Management, LP | 0.98% | Add +11.5% | 207,211 | $39.0M |
| Flaharty Asset Management, LLC | 5.62% | Reduce -7.8% | 206,816 | $38.9M |
| First Horizon Advisors, Inc. | 1.04% | Reduce -1.2% | 197,132 | $37.1M |
| Waverly Advisors, LLC | 0.44% | Add +41.7% | 193,497 | $36.4M |
| Mercer Global Advisors Inc. | 0.08% | Add +5.4% | 190,649 | $35.9M |
| Regions Financial Corp. | 0.27% | Reduce -2.9% | 190,353 | $35.8M |
| Simon Quick Advisors, LLC | 2.03% | Reduce -0.1% | 189,828 | $35.7M |
| Boston Partners | 0.04% | Reduce -29.6% | 185,424 | $34.5M |
| Prospera Financial Services Inc | 0.77% | Add +558.5% | 178,673 | $33.6M |
| Beirne Wealth Consulting Services, LLC | 11.87% | Add +0.5% | 177,141 | $33.3M |
| HB Wealth Management, LLC | 0.28% | Add +6.2% | 175,439 | $33.0M |
| Legacy Edge Advisors, LLC | 5.10% | Add +3.5% | 173,658 | $32.7M |
| Pinnacle Financial Partners Inc | 0.65% | Reduce -4.0% | 171,254 | $32.2M |
| Kestra Advisory Services, LLC | 0.16% | Reduce -20.8% | 170,436 | $32.1M |
| LBJ Family Wealth Advisors, Ltd. | 19.77% | Reduce -2.3% | 164,600 | $31.0M |
| CIBC Private Wealth Group LLC | 0.06% | Add +3.1% | 178,920 | $29.8M |
| CFS Investment Advisory Services, LLC | 2.58% | Add +8.5% | 154,323 | $29.0M |
| Keybank National Association | 0.12% | Add +2.5% | 153,814 | $28.9M |
| Cordatus Wealth Management LLC | 7.90% | New | 152,891 | $28.8M |
| Envestnet Portfolio Solutions, Inc. | 0.11% | Reduce -27.7% | 151,865 | $28.6M |
| Ieq Capital, LLC | 0.23% | Add +18.0% | 150,553 | $28.3M |
| Clearstead Advisors, LLC | 0.43% | Reduce -1.2% | 146,736 | $27.6M |
| TRUE Private Wealth Advisors | 3.28% | Reduce -10.9% | 143,676 | $27.0M |
| Waterloo Capital, L.P. | 2.52% | Add +12.1% | 143,645 | $27.0M |
| Lido Advisors, LLC | 0.16% | Add +0.3% | 142,547 | $26.8M |
| HSBC Holdings PLC | 0.02% | Reduce -1.5% | 141,779 | $26.7M |
| Pacific Sage Partners, LLC | 5.99% | Add +2.7% | 141,313 | $26.6M |
| Jmac Enterprises LLC | 6.16% | Reduce -32.2% | 138,043 | $26.0M |
| Cambridge Investment Research Advisors, Inc. | 0.09% | Add +7.7% | 137,035 | $25.8M |
| RMR Wealth Builders | 2.70% | Reduce -0.8% | 136,351 | $25.7M |
| Savant Capital, LLC | 0.22% | Reduce -1.2% | 135,019 | $25.4M |
| AMG National Trust Bank | 0.71% | Reduce -1.2% | 133,918 | $25.2M |
| Dynamic Advisor Solutions LLC | 0.83% | Reduce -0.2% | 133,103 | $25.0M |
| Equity Investment Corp. | 0.54% | Reduce -70.7% | 128,946 | $24.3M |
| Capital Advisors, Ltd. LLC | 3.18% | Reduce -1.9% | 128,454 | $24.2M |
| AQR Capital Management | 0.02% | Add +174.7% | 128,272 | $24.1M |
| Ascent Group, LLC | 1.03% | Add +2877.6% | 127,175 | $23.9M |
| Financial Counselors Inc. | 0.36% | Add +2.8% | 125,095 | $23.5M |
| Bank of Montreal | 0.01% | Add +1.7% | 122,991 | $23.1M |
| Stratos Investment Management, LLC | 1.21% | Reduce -1.2% | 120,773 | $22.7M |
| NewEdge Advisors, LLC | 0.13% | Reduce -11.2% | 120,388 | $22.7M |
| TruWealth Advisors, LLC | 1.36% | Add +3.4% | 119,439 | $22.5M |
| PFW Advisors LLC | 6.97% | Reduce -2.2% | 118,069 | $22.2M |
| Corundum Group, Inc. | 10.41% | Reduce -1.6% | 115,306 | $21.7M |
| LWM Advisors Inc. | 25.55% | Reduce -3.1% | 114,781 | $21.2M |
| Sanctuary Advisors, LLC | 0.15% | Add +5.3% | 111,498 | $21.0M |
| Parkside Financial Bank & Trust | 2.62% | Reduce -0.6% | 109,364 | $20.6M |
| TD Private Client Wealth LLC | 0.57% | Reduce -26.1% | 109,262 | $20.6M |
| Fulton Bank, N.A. | 0.82% | Reduce -1.6% | 107,437 | $20.2M |
| BTC Capital Management, Inc. | 1.85% | Add +10.7% | 107,407 | $20.2M |
| Awm Capital, LLC | 2.32% | Reduce -2.8% | 105,685 | $19.9M |
| Venture Visionary Partners LLC | 0.82% | Add +0.2% | 104,076 | $19.6M |
| Sylvest Advisors, LLC | 12.22% | Add +1.2% | 103,845 | $19.5M |
| Ellenbecker Investment Group | 3.47% | Add +46.8% | 102,355 | $19.3M |
| Westshore Wealth, LLC | 8.08% | Reduce -1.3% | 101,188 | $19.0M |
| Atria Wealth Solutions, Inc. | 0.23% | Add +2.4% | 100,624 | $18.9M |
| Woodard & Co. Asset Management Group Inc. | 3.95% | Reduce -54.8% | 100,587 | $18.9M |
| Oppenheimer Asset Management Inc. | 0.23% | Reduce -70.2% | 99,359 | $18.7M |
| Neuberger Berman Group LLC | 0.02% | Reduce -13.8% | 97,521 | $18.3M |
| United Capital Financial Advisors, LLC | 0.16% | Reduce -0.9% | 97,228 | $18.3M |
| VestGen Advisors, LLC | 0.80% | — | 94,006 | $17.7M |
| SG Americas Securities, LLC | 0.06% | Add +14.9% | 93,356 | $17.6M |
| CW Advisors, LLC | 0.21% | Add +0.9% | 92,886 | $17.4M |
| CM Wealth Advisors LLC | 5.54% | No change | 92,069 | $17.3M |
| GHP Investment Advisors, Inc. | 0.82% | Reduce -1.0% | 90,259 | $17.0M |
| O'shaughnessy Asset Management, LLC | 0.14% | Reduce -48.3% | 90,062 | $16.9M |
| RTD Financial Advisors, Inc. | 2.21% | Add +4.9% | 87,218 | $16.4M |
| Advisors Preferred, LLC | 2.19% | New | 86,743 | $16.3M |
| Independent Family Office, LLC | 8.52% | Add +0.9% | 86,064 | $16.2M |
| Claro Advisors Inc. | 2.16% | Add +27.0% | 85,768 | $16.1M |
| Avantax Advisory Services, Inc. | 0.10% | Reduce -43.2% | 85,096 | $16.0M |
| SMI Advisory Services, LLC | 3.61% | New | 94,292 | $16.0M |
| Westwood Holdings Group Inc. | 0.12% | Add +3.0% | 84,363 | $15.9M |
| Beacon Pointe Advisors, LLC | 0.18% | Reduce -71.3% | 84,282 | $15.9M |
| Keel Point, LLC | 1.23% | Add +3.3% | 83,898 | $15.8M |
| Callan Family Office, LLC | 1.18% | Reduce -25.9% | 83,438 | $15.7M |
| Noble Family Wealth, LLC | 4.30% | Reduce -2.1% | 82,971 | $15.6M |
| Integrated Investment Consultants, LLC | 3.11% | Add +2.8% | 88,017 | $15.6M |
| Hirtle & Co., LLC | 0.71% | Reduce -0.7% | 82,619 | $15.5M |
| Montag A & Associates Inc. | 0.77% | Add +2.5% | 81,051 | $15.3M |
| Voya Investment Management LLC | 0.02% | Reduce -37.5% | 80,642 | $15.2M |
| Lindbrook Capital, LLC | 1.39% | Reduce -1.9% | 80,129 | $15.1M |
| Orion Porfolio Solutions, LLC | 0.15% | Reduce -25.4% | 80,022 | $15.1M |
| Orion Portfolio Solutions, LLC | 0.15% | Reduce -25.4% | 80,022 | $15.1M |
| Kestra Private Wealth Services, LLC | 0.25% | Reduce -12.8% | 79,351 | $14.9M |
| Stratos Wealth Advisors, LLC | 0.80% | Add +1.6% | 78,120 | $14.7M |
| Bleakley Financial Group, LLC | 0.47% | Reduce -3.4% | 77,708 | $14.6M |
| Prime Capital Investment Advisors, LLC | 0.17% | Add +229.0% | 77,253 | $14.5M |
| Rwa Wealth Partners, LLC | 0.18% | Add +437.0% | 76,205 | $14.3M |
| Nestegg Advisors, Inc. | 15.21% | Reduce -1.0% | 76,069 | $14.3M |
| Barclays PLC | 0.01% | New | 75,263 | $14.2M |
| Objectivity Squared, LLC | 11.84% | Add +6.2% | 80,237 | $14.1M |
| Ashton Thomas Private Wealth, LLC | 0.53% | Add +23.0% | 73,481 | $13.8M |
| Park Avenue Securities LLC | 0.17% | Reduce -12.8% | 73,218 | $13.8M |
| FDx Advisors, Inc. | 4.47% | Reduce -8.5% | 73,060 | $13.7M |
| &partners | 0.15% | Reduce -19.0% | 73,724 | $13.7M |
| Glenmede Trust Co. NA | 0.07% | Add +10.2% | 72,326 | $13.6M |
| Proathlete Wealth Management LLC | 4.82% | Add +9.9% | 70,202 | $13.2M |
| Caisse de depot et placement du Quebec | 0.03% | No change | 70,000 | $13.2M |
| Willis Johnson & Associates, Inc. | 0.99% | Add +11.1% | 69,795 | $13.1M |
| First Citizens Bank & Trust Co. | 0.33% | Reduce -0.4% | 69,427 | $13.1M |
| Newport Capital Group, LLC | 9.28% | Add +1.7% | 68,544 | $12.9M |
| MetLife Investment Management, LLC | 0.07% | Add +21.2% | 68,500 | $12.9M |
| Prism Advisors, Inc. | 3.96% | Add +12.6% | 68,390 | $12.9M |
| Country Club Bank | 0.86% | Reduce -3.6% | 68,755 | $12.8M |
| SlateStone Wealth, LLC | 1.28% | Add +20.7% | 67,895 | $12.8M |
| US Financial Advisors, LLC | 3.76% | Add +1.8% | 67,545 | $12.7M |
| CHURCHILL MANAGEMENT Corp | 0.16% | Reduce -1.2% | 67,504 | $12.7M |
| Carolinas Wealth Consulting LLC | 2.73% | Reduce -0.9% | 67,332 | $12.7M |
| Certuity, LLC | 1.30% | Add +0.2% | 65,753 | $12.4M |
| DT Investment Partners, LLC | 1.19% | Add +182.2% | 65,624 | $12.3M |
| Silvercrest Asset Management Group LLC | 0.09% | Reduce -16.1% | 65,571 | $12.3M |
| Zacks Investment Management | 0.11% | Reduce -72.9% | 65,259 | $12.3M |
| XML Financial, LLC | 1.14% | Reduce -6.5% | 65,069 | $12.2M |
| Sonata Capital Group Inc. | 5.31% | Add +1.2% | 64,857 | $12.2M |
| West Bancorporation Inc. | 8.26% | Add +11.8% | 64,613 | $12.2M |
| Cwm, LLC | 0.05% | Add +0.0% | 64,177 | $12.1M |
| Breakwater Capital Group | 2.13% | Add +2.7% | 63,669 | $12.0M |
| Summit Wealth & Retirement Planning, Inc. | 3.55% | Reduce -4.6% | 61,519 | $11.6M |
| FMA Wealth Management, LLC | 8.87% | Reduce -1.8% | 59,405 | $11.5M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.21% | Reduce -5.1% | 61,203 | $11.5M |
| Aptus Capital Advisors, LLC | 0.13% | Reduce -3.7% | 60,634 | $11.4M |
| Summit Financial, LLC | 0.32% | Add +9.2% | 60,259 | $11.3M |
| Genesis Private Wealth, LLC | 6.00% | Reduce -1.3% | 60,124 | $11.3M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.03% | No change | 60,000 | $11.3M |
| Insight 2811, Inc. | 5.69% | Reduce -4.5% | 59,566 | $11.2M |
| Sagespring Wealth Partners, LLC | 0.28% | Reduce -4.2% | 58,710 | $11.0M |
| M.D. Sass, LLC | 0.96% | Reduce -70.6% | 58,228 | $11.0M |
| Copperwynd Financial, LLC | 2.99% | New | 57,616 | $10.8M |
| Avidian Wealth Enterprises, LLC | 0.48% | Add +0.3% | 57,243 | $10.8M |
| Bokf, NA | 0.19% | Reduce -0.4% | 56,896 | $10.7M |
| Oppenheimer & Co. Inc. | 0.16% | Reduce -10.6% | 56,765 | $10.7M |
| Haverford Trust Co | 0.11% | Add +0.1% | 56,711 | $10.7M |
| Visionary Wealth Advisors | 0.63% | Reduce -0.8% | 55,659 | $10.5M |
| Investment Partners, LTD. | 4.34% | Reduce -1.4% | 55,635 | $10.5M |
| Berkshire Asset Management LLC | 0.50% | Add +162.3% | 56,005 | $10.4M |
| Apella Capital, LLC | 0.35% | Add +642.8% | 56,372 | $10.1M |
| Bessemer Group Inc. | 0.02% | Add +6.9% | 53,211 | $10.0M |
| Goelzer Investment Management, Inc. | 0.58% | Add +0.2% | 53,063 | $10.0M |
| Mather Group, Llc. | 0.12% | Reduce -5.7% | 52,917 | $10.0M |
| Johnson Financial Group, Inc. | 0.48% | Reduce -2.4% | 52,662 | $9.9M |
| Chicago Partners Investment Group LLC | 0.33% | Add +0.0% | 53,642 | $9.9M |
| Jefferies Financial Group Inc. | 0.17% | Add +13.2% | 51,507 | $9.7M |
| Newton One Investments LLC | 3.46% | Reduce -0.7% | 51,402 | $9.7M |
| SCS Capital Management LLC | 0.12% | New | 51,196 | $9.6M |
| Johnson Investment Counsel Inc. | 0.09% | Reduce -1.4% | 50,238 | $9.5M |
| Montecito Bank & Trust | 1.66% | Add +0.5% | 49,711 | $9.4M |
| NewEdge Wealth, LLC | 0.17% | Reduce -43.2% | 49,692 | $9.4M |
| Naples Global Advisors, LLC | 0.88% | Add +4.4% | 49,368 | $9.3M |
| Integrated Wealth Concepts LLC | 0.11% | Reduce -6.2% | 48,319 | $9.1M |
| Aristotle Capital Management, LLC | 0.02% | Reduce -77.5% | 47,380 | $8.9M |
| Allspring Global Investments Holdings, LLC | 0.02% | Reduce -28.3% | 47,395 | $8.9M |
| Tradition Wealth Management, LLC | 0.78% | Add +0.0% | 47,154 | $8.9M |
| Morton Capital Management LLC | 1.70% | Add +9.5% | 46,884 | $8.8M |
| Nottingham Advisors, Inc. | 1.33% | Reduce -17.0% | 46,157 | $8.7M |
| JFS Wealth Advisors, LLC | 0.59% | Reduce -0.1% | 46,080 | $8.7M |
| Arcadia Wealth Management, LLC | 4.28% | New | 46,073 | $8.7M |
| Diversified Trust Co. | 0.21% | Reduce -1.9% | 45,698 | $8.6M |
| Clayton Financial Group LLC | 3.11% | Add +0.8% | 45,021 | $8.5M |
| Blue Trust, Inc. | 0.11% | Reduce -7.9% | 44,936 | $8.5M |
| Nwam LLC | 0.73% | Reduce -8.3% | 44,911 | $8.5M |
| Hancock Whitney Corp. | 0.27% | Reduce -5.5% | 44,268 | $8.3M |
| Valeo Financial Advisors, LLC | 0.23% | Reduce -1.6% | 43,977 | $8.3M |
| London Co. of Virginia | 0.05% | Reduce -84.9% | 43,719 | $8.2M |
| Segment Wealth Management, LLC | 0.55% | Reduce -5.5% | 43,508 | $8.2M |
| Oldfather Financial Services, LLC | 3.10% | Add +0.5% | 43,463 | $8.2M |
| Fidelis Capital Partners, LLC | 0.86% | Reduce -1.7% | 44,943 | $8.1M |
| Rebalance, LLC | 0.59% | Add +1.3% | 42,546 | $8.0M |
| Sierra Capital LLC | 0.96% | Reduce -2.8% | 42,506 | $8.0M |
| Wellspring Financial Advisors, LLC | 0.89% | Add +0.0% | 42,442 | $8.0M |
| Marquette Asset Management, LLC | 1.38% | Reduce -1.5% | 41,580 | $7.8M |
| Kayne Anderson Rudnick Investment Management LLC | 0.02% | Reduce -70.1% | 41,323 | $7.8M |
| Oxford Financial Group, LTD. LLC | 0.54% | Reduce -0.9% | 40,994 | $7.7M |
| Ausdal Financial Partners, Inc. | 0.58% | Reduce -5.0% | 40,961 | $7.7M |
| Brown Brothers Harriman & Co. | 0.05% | Add +26.8% | 40,950 | $7.7M |
| Smith & Howard Wealth Management, LLC | 2.10% | Add +1.1% | 40,907 | $7.7M |
| Level Four Advisory Services, LLC | 0.31% | Reduce -67.5% | 40,694 | $7.7M |
| Rhumbline Advisers | 0.01% | Add +104.3% | 40,272 | $7.6M |
| Allworth Financial LP | 0.04% | Reduce -0.0% | 41,887 | $7.6M |
| Associated Banc-Corp | 0.23% | Reduce -0.5% | 39,855 | $7.5M |
| Citizens Financial Group Inc. | 0.15% | Reduce -4.8% | 39,430 | $7.4M |
| Arbor Investment Advisors, LLC | 1.01% | Add +0.5% | 39,416 | $7.4M |
| Parallel Advisors, LLC | 0.17% | Add +1.6% | 39,088 | $7.3M |
| Webster Bank, N. A. | 0.81% | Add +7.5% | 38,921 | $7.3M |
| HBK Sorce Advisory LLC | 0.21% | Add +1.8% | 38,535 | $7.3M |
| Sunburst Financial Group, LLC | 1.78% | No change | 38,451 | $7.2M |
| Advisory Services Network, LLC | 0.14% | Add +12.0% | 38,429 | $7.2M |
| Mullaney, Keating & Wright, Inc. | 4.87% | Reduce -0.3% | 38,399 | $7.2M |
| Legal & General Group Plc | 0.00% | Add +53.5% | 38,126 | $7.2M |
| Tandem Financial, LLC | 7.69% | Add +1.7% | 37,504 | $7.1M |
| Signaturefd, LLC | 0.13% | Add +24.3% | 36,840 | $6.9M |
| Astoria Strategic Wealth, Inc. | 2.04% | Add +0.3% | 36,819 | $6.9M |
| American State Bank (Iowa) | 4.18% | Reduce -0.6% | 36,805 | $6.9M |
| Arkadios Wealth Advisors | 0.26% | Add +70.8% | 36,317 | $6.8M |
| J.W. Cole Advisors, Inc. | 0.21% | Add +21.6% | 36,120 | $6.8M |
| Ballast, Inc. | 1.92% | Add +0.8% | 36,078 | $6.8M |
| Dimension Capital Management LLC | 1.20% | Add +2.3% | 36,075 | $6.8M |
| Retirement Income Solutions, Inc. | 1.41% | Add +0.2% | 35,920 | $6.8M |
| OneDigital Investment Advisors LLC | 0.08% | Reduce -7.2% | 35,786 | $6.7M |
| CFM Wealth Partners LLC | 1.19% | Add +1.2% | 35,768 | $6.7M |
| Finley Financial, LLC | 3.65% | Reduce -5.0% | 36,007 | $6.6M |
| ARK & TLK Investments, LLC | 2.27% | Add +0.0% | 34,313 | $6.5M |
| Ameritas Advisory Services, LLC | 0.26% | Reduce -4.3% | 34,762 | $6.4M |
| Baker Avenue Asset Management, LP | 0.20% | Reduce -4.5% | 33,925 | $6.4M |
| Gotham Asset Management | 0.05% | New | 33,916 | $6.4M |
| Aspiriant, LLC | 0.22% | No change | 33,800 | $6.4M |
| Sei Investments Co. | 0.01% | Reduce -17.3% | 33,770 | $6.4M |
| Wilmington Savings Fund Society, FSB | 0.12% | Reduce -9.3% | 33,673 | $6.3M |
| Quent Capital, LLC | 0.66% | Add +2.2% | 33,647 | $6.3M |
| Sepio Capital, LP | 0.50% | Add +0.0% | 33,641 | $6.3M |
| Linscomb Wealth, Inc. | 0.31% | Reduce -2.2% | 33,575 | $6.3M |
| American Institute for Advanced Investment Management, LLP | 4.78% | Add +1.4% | 33,295 | $6.3M |
| Loomis Sayles & Co. L P | 0.01% | Reduce -0.3% | 33,203 | $6.2M |
| Crescent Grove Advisors, LLC | 0.65% | Add +11.4% | 33,158 | $6.2M |
| NorthRock Partners, LLC | 0.21% | Reduce -8.8% | 33,106 | $6.2M |
| Deutsche Bank AG | 0.00% | Add +2.5% | 33,078 | $6.2M |
| Eastern Bank | 0.12% | Reduce -1.1% | 32,999 | $6.2M |
| Mesirow Financial Investment Management, Inc. | 0.12% | Reduce -84.3% | 32,651 | $6.1M |
| Vanguard Group Inc. | 0.00% | Add +1.0% | 32,354 | $6.1M |
| Raub Brock Capital Management LP | 1.35% | New | 32,116 | $6.0M |
| Arete Wealth Advisors, LLC | 0.46% | Add +7.7% | 31,983 | $6.0M |
| Brighton Jones LLC | 0.19% | Reduce -12.8% | 31,982 | $6.0M |
| Two Sigma Investments, LP | 0.01% | New | 31,900 | $6.0M |
| Centennial Bank | 2.85% | Reduce -0.5% | 31,846 | $6.0M |
| Ballentine Partners, LLC | 0.10% | Add +3.5% | 31,627 | $6.0M |
| Sowell Financial Services LLC | 0.27% | Reduce -18.6% | 31,604 | $5.9M |
| Whittier Trust Co. | 0.08% | Reduce -5.9% | 31,519 | $5.9M |
| Quadrant Capital Group LLC | 0.22% | Reduce -0.1% | 31,399 | $5.9M |
| Principal Financial Group Inc. | 0.00% | Reduce -16.4% | 31,216 | $5.9M |
| Auour Investments LLC | 2.11% | Add +11.7% | 31,998 | $5.8M |
| Snowden Capital Advisors LLC | 0.19% | Reduce -24.7% | 30,732 | $5.8M |
| Widmann Financial Services, Inc. | 4.47% | Add +2.7% | 30,615 | $5.8M |
| Manchester Capital Management LLC | 0.71% | Add +17.8% | 30,583 | $5.8M |
| Harbour Capital Advisors, LLC | 1.42% | No change | 31,592 | $5.7M |
| Ullmann Wealth Partners Group, LLC | 0.76% | Reduce -2.8% | 30,273 | $5.7M |
| Pinebridge Investments, L.P. | 0.05% | Reduce -30.9% | 30,185 | $5.7M |
| Gladstone Institutional Advisory LLC | 0.26% | Add +2.7% | 29,876 | $5.6M |
| Stratos Wealth Partners, LTD. | 0.09% | Reduce -5.2% | 29,795 | $5.6M |
| Red Tortoise LLC | 2.91% | Add +0.4% | 29,683 | $5.6M |
| Hardy Reed LLC | 0.49% | No change | 29,678 | $5.6M |
| Rothschild Investment LLC | 0.37% | Add +1.0% | 29,232 | $5.5M |
| Brightwater Advisory LLC | 4.34% | Reduce -1.4% | 29,146 | $5.5M |
| Tanglewood Legacy Advisors, LLC | 2.40% | Add +5.3% | 29,129 | $5.5M |
| Brand Asset Management Group, Inc. | 2.28% | Reduce -1.5% | 29,092 | $5.5M |
| Whittier Trust Co. of Nevada Inc. | 0.14% | Reduce -0.4% | 29,053 | $5.5M |
| Community Bank, N.A. | 0.73% | Reduce -0.6% | 28,908 | $5.4M |
| Disciplined Investments, LLC | 2.50% | Reduce -0.9% | 28,894 | $5.4M |
| American Trust | 1.30% | Add +95.0% | 28,078 | $5.3M |
| Towerpoint Wealth, LLC | 2.61% | Reduce -7.0% | 27,974 | $5.3M |
| Mackenzie Financial Corp. | 0.01% | No change | 27,600 | $5.2M |
| Washington Trust Bank | 0.52% | Add +84.3% | 27,581 | $5.2M |
| Hanson & Doremus Investment Management | 0.75% | Add +0.1% | 27,411 | $5.2M |
| Potentia Wealth | 2.41% | Add +24.0% | 27,355 | $5.1M |
| Aureus Asset Management, LLC | 0.36% | No change | 27,263 | $5.1M |
| Mill Creek Capital Advisors, LLC | 0.12% | Reduce -17.4% | 27,189 | $5.1M |
| Stock Yards Bank & Trust Co. | 0.18% | Add +10.4% | 27,177 | $5.1M |
| IHT Wealth Management, LLC | 0.16% | Reduce -3.0% | 27,176 | $5.1M |
| Flagstar Securities, Inc. | 1.30% | Reduce -7.3% | 27,085 | $5.1M |
| Foster & Motley Inc. | 0.32% | Add +67.5% | 26,987 | $5.1M |
| Stegner Investment Associates Inc. | 3.50% | Add +0.0% | 26,573 | $5.0M |
| Signet Financial Management, LLC | 0.67% | Reduce -6.1% | 26,486 | $5.0M |
| Confluence Wealth Services, Inc. | 0.31% | Add +2.8% | 27,875 | $5.0M |
| Central Valley Advisors, LLC | 1.87% | Reduce -4.4% | 26,273 | $4.9M |
| SOL Capital Management CO | 0.54% | Add +0.2% | 26,170 | $4.9M |
| Pinnacle Wealth Planning Services, Inc. | 0.74% | Add +0.3% | 26,166 | $4.9M |
| Hillcrest Wealth Advisors - NY, LLC | 2.42% | Reduce -0.8% | 26,018 | $4.9M |
| AlTi Global, Inc. | 0.13% | Reduce -4.5% | 25,933 | $4.9M |
| Meritage Portfolio Management | 0.32% | Reduce -5.9% | 25,870 | $4.9M |
| Quantinno Capital Management LP | 0.03% | Add +115.6% | 25,725 | $4.8M |
| Golden State Wealth Management, LLC | 0.72% | Add +1019.2% | 25,697 | $4.8M |
| Great Valley Advisor Group, Inc. | 0.10% | Add +1.1% | 25,618 | $4.8M |
| BG Investment Services, LLC | 5.18% | Reduce -33.1% | 25,556 | $4.8M |
| Forte Asset Management LLC | 2.41% | Add +6.5% | 25,457 | $4.8M |
| Dorsey & Whitney Trust CO LLC | 0.28% | Reduce -8.6% | 25,437 | $4.8M |
| JMG Financial Group, Ltd. | 0.16% | Reduce -0.7% | 25,362 | $4.8M |
| Broadview Financial Management, LLC | 3.56% | Reduce -0.3% | 25,348 | $4.8M |
| Saxon Interests, Inc. | 2.23% | Add +35.0% | 25,322 | $4.8M |
| Alta Wealth Advisors LLC | 2.16% | Reduce -2.0% | 25,041 | $4.7M |
| UMB Bank, n.a. | 0.08% | Reduce -8.5% | 24,979 | $4.7M |
| Wealthcare Advisory Partners LLC | 0.13% | Add +5.0% | 24,855 | $4.7M |
| TPG Financial Advisors, LLC | 2.05% | Add +2.7% | 24,690 | $4.6M |
| Columbus Macro, LLC | 0.61% | Add +12.7% | 24,680 | $4.6M |
| Diversified Portfolios, Inc. | 0.48% | Add +1.8% | 24,473 | $4.6M |
| Focus Partners Advisor Solutions, LLC | 0.07% | Add +23.6% | 24,262 | $4.6M |
| Sequoia Financial Advisors, LLC | 0.03% | Add +2.6% | 23,911 | $4.5M |
| Fifth Third Wealth Advisors LLC | 0.23% | Add +95.2% | 23,875 | $4.5M |
| Riverview Capital Advisers, LLC | 1.41% | Reduce -12.4% | 23,858 | $4.5M |
| Old National Bancorp | 0.12% | Reduce -30.6% | 23,802 | $4.5M |
| Valmark Advisers, Inc. | 0.07% | Add +1.3% | 23,786 | $4.5M |
| One Capital Management, LLC | 0.15% | Add +2.6% | 23,779 | $4.5M |
| BluePointe Capital Management, LLC | 1.70% | Add +55.9% | 23,649 | $4.4M |
| Tolleson Wealth Management, Inc. | 0.86% | Reduce -3.5% | 23,591 | $4.4M |
| Ferguson Wellman Capital Management, Inc. | 0.09% | Add +3.7% | 23,527 | $4.4M |
| Cornerstone Advisory, LLC | 0.52% | Add +1.2% | 24,195 | $4.4M |
| Sage Financial Group Inc. | 0.35% | Reduce -0.3% | 23,311 | $4.4M |
| First Merchants Corp. | 0.17% | Reduce -1.6% | 23,225 | $4.4M |
| Fund Evaluation Group, LLC | 0.19% | New | 22,985 | $4.3M |
| Highland Capital Management, LLC | 0.26% | Add +3.2% | 22,817 | $4.3M |
| Clarius Group, LLC | 0.27% | Add +96.5% | 22,806 | $4.3M |
| Monetary Management Group Inc. | 1.16% | Reduce -3.9% | 22,799 | $4.3M |
| Azimuth Capital Investment Management LLC | 0.17% | Reduce -2.4% | 22,613 | $4.3M |
| New England Private Wealth Advisors LLC | 0.66% | Add +0.4% | 22,578 | $4.2M |
| Pointe Capital Management LLC | 2.48% | Add +19.5% | 22,567 | $4.2M |
| Caprock Group, LLC | 0.13% | Add +3.0% | 22,500 | $4.2M |
| Rehmann Capital Advisory Group | 0.27% | Reduce -4.2% | 22,460 | $4.2M |
| Mutual Advisors, LLC | 0.12% | Reduce -5.6% | 23,365 | $4.2M |
| Spire Wealth Management | 0.13% | Add +2.6% | 22,235 | $4.2M |
| Asset Management Group, Inc. | 0.77% | Add +0.4% | 22,177 | $4.2M |
| FC Advisory LLC | 1.40% | Reduce -0.1% | 22,035 | $4.1M |
| Applied Finance Capital Management, LLC | 0.30% | Reduce -77.5% | 21,800 | $4.1M |
| D.A. Davidson & Co. | 0.03% | Reduce -6.4% | 21,674 | $4.1M |
| Resurgent Financial Advisors LLC | 2.39% | Reduce -2.1% | 21,084 | $4.0M |
| Consolidated Portfolio Review Corp | 0.63% | Reduce -0.2% | 20,991 | $3.9M |
| HMS Capital Management, LLC | 2.18% | Reduce -38.3% | 23,250 | $3.9M |
| Equitable Trust Co. | 0.22% | Add +9.2% | 20,779 | $3.9M |
| Holistic Financial Partners | 1.88% | Reduce -0.5% | 20,723 | $3.9M |
| Next Capital Management LLC | 1.86% | Add +2.4% | 20,579 | $3.9M |
| McKinley Carter Wealth Services, Inc. | 0.24% | Reduce -4.0% | 20,558 | $3.9M |
| Wealthspan Partners, LLC | 1.78% | Reduce -2.5% | 20,518 | $3.9M |
| Stillwater Capital Advisors, LLC | 0.54% | Add +6.0% | 20,509 | $3.9M |
| Sandy Spring Bank | 0.16% | Reduce -6.2% | 20,507 | $3.9M |
| Atria Investments, Inc | 0.05% | Reduce -74.1% | 20,376 | $3.8M |
| Stage Harbor Financial, LLC | 3.23% | Reduce -0.7% | 20,279 | $3.8M |
| Premier Path Wealth Partners, LLC | 0.59% | Reduce -40.7% | 20,249 | $3.8M |
| Merit Financial Group, LLC | 0.06% | Reduce -2.6% | 20,126 | $3.8M |
| Watts Gwilliam & Co., LLC | 0.81% | Reduce -0.8% | 19,907 | $3.7M |
| Acropolis Investment Management, LLC | 0.22% | Reduce -1.1% | 19,772 | $3.7M |
| 1900 Wealth Management LLC | 0.31% | Add +0.1% | 19,770 | $3.7M |
| Magnus Financial Group LLC | 0.36% | Add +0.2% | 19,765 | $3.7M |
| Serenus Wealth Advisors, LLC | 0.62% | Add +48.6% | 19,737 | $3.7M |
| Smith, Moore & Co. | 0.34% | Add +0.1% | 19,696 | $3.7M |
| Raffa Wealth Management, LLC | 0.84% | No change | 19,695 | $3.7M |
| Harbor Investment Advisory, LLC | 0.36% | Add +0.3% | 19,548 | $3.7M |
| Simplicity Wealth,LLC | 0.28% | Add +790.7% | 19,452 | $3.7M |
| Quantum Portfolio Management LLC | 1.83% | Add +14.9% | 19,164 | $3.6M |
| Carret Asset Management, LLC | 0.40% | Reduce -0.7% | 18,937 | $3.6M |
| Foundation Wealth Management, LLC\PA | 1.70% | Reduce -1.9% | 18,935 | $3.6M |
| Dixon Fnancial Services, Inc. | 1.93% | Add +45.5% | 18,930 | $3.6M |
| EPG Wealth Management LLC | 0.99% | Reduce -0.1% | 18,842 | $3.5M |
| Argyle Capital Partners, LLC | 3.03% | Add +2.4% | 18,766 | $3.5M |
| Summit Investment Advisors, Inc. | 3.14% | Add +4.2% | 19,270 | $3.5M |
| Fiduciary Financial Group, LLC | 0.76% | Reduce -1.7% | 20,233 | $3.5M |
| Perigon Wealth Management, LLC | 0.09% | Add +12.0% | 18,643 | $3.5M |
| Busey Bank | 0.12% | No change | 18,623 | $3.5M |
| DRW Securities, LLC | 0.30% | Add +141.1% | 18,556 | $3.5M |
| Kingsview Wealth Management, LLC | 0.07% | Reduce -60.5% | 18,510 | $3.5M |
| St. Louis Trust Co | 0.50% | Reduce -3.4% | 18,368 | $3.5M |
| Becker Capital Management Inc. | 0.11% | Add +62.5% | 18,127 | $3.4M |
| Lanark Financial, Inc. | 0.29% | — | 18,088 | $3.4M |
| Aaron Wealth Advisors LLC | 0.39% | Reduce -13.3% | 17,929 | $3.4M |
| Atalanta Sosnoff Capital, LLC | 0.08% | Add +20.7% | 17,852 | $3.4M |
| Goodman Financial Corp | 0.72% | No change | 17,805 | $3.4M |
| Anchor Capital Advisors LLC | 0.10% | Reduce -57.9% | 17,753 | $3.3M |
| Winthrop Advisory Group LLC | 0.40% | Add +0.8% | 17,606 | $3.3M |
| Mainstream Capital Management LLC | 2.62% | Reduce -6.1% | 17,544 | $3.3M |
| 2UniFi Bank | 2.10% | Add +7.1% | 16,732 | $3.3M |
| Essex Financial Services, Inc. | 0.23% | Add +2.0% | 17,253 | $3.2M |
| Dodge & Cox | 0.00% | No change | 17,100 | $3.2M |
| Caliber Wealth Management, LLC / KS | 0.44% | — | 17,062 | $3.2M |
| Icon Wealth Advisors, LLC | 0.26% | Add +19.4% | 17,032 | $3.2M |
| Aprio Wealth Management, LLC | 0.40% | Reduce -0.5% | 16,914 | $3.2M |
| Cary Street Partners Financial LLC | 0.10% | Reduce -5.3% | 16,568 | $3.1M |
| Quadcap Wealth Management, LLC | 0.45% | Reduce -4.6% | 16,448 | $3.1M |
| SOA Wealth Advisors, LLC. | 0.65% | Reduce -0.4% | 16,445 | $3.1M |
| Avior Wealth Management, LLC | 0.12% | Reduce -3.4% | 16,349 | $3.1M |
| Opes Wealth Management LLC | 0.62% | No change | 16,314 | $3.1M |
| Donald Smith & Co., Inc. | 0.08% | Reduce -8.4% | 16,300 | $3.1M |
| Glenview Trust Co | 0.06% | Add +1.8% | 16,216 | $3.1M |
| Grove Bank & Trust | 0.40% | Reduce -0.7% | 15,993 | $3.0M |
| Topel & Distasi Wealth Management, LLC | 1.40% | Reduce -1.7% | 15,983 | $3.0M |
| Ancora Advisors LLC | 0.07% | Add +0.1% | 15,954 | $3.0M |
| Twin Focus Capital Partners, LLC | 0.47% | No change | 15,943 | $3.0M |
| Walleye Trading LLC | 0.09% | Add +68.2% | 15,870 | $3.0M |
| Affinity Capital Advisors, LLC | 0.59% | Reduce -0.2% | 16,877 | $3.0M |
| Ethos Financial Group, LLC | 0.29% | Add +160.5% | 15,812 | $3.0M |
| Arvest Investments, Inc. | 0.47% | Add +6.2% | 15,785 | $3.0M |
| Western Wealth Management, LLC | 0.20% | Reduce -9.6% | 15,759 | $3.0M |
| Rinkey Investments | 0.93% | Reduce -12.1% | 15,678 | $2.9M |
| Thompson Siegel & Walmsley LLC | 0.05% | Add +2.3% | 15,649 | $2.9M |
| Colorado Capital Management, Inc. | 1.37% | No change | 15,629 | $2.9M |
| Game Plan Financial Advisors, LLC | 1.66% | No change | 15,630 | $2.9M |
| Evermay Wealth Management LLC | 0.39% | Reduce -0.4% | 15,580 | $2.9M |
| Provenance Wealth Advisors, LLC | 0.42% | Reduce -4.1% | 15,481 | $2.9M |
| Argent Trust Co | 0.12% | Reduce -7.4% | 15,453 | $2.9M |
| Diamond Hill Capital Management, LLC (Investment Advisor) | 0.01% | Reduce -86.3% | 15,445 | $2.9M |
| Cornerstone Wealth Advisors, Inc. | 0.80% | Reduce -1.9% | 15,363 | $2.9M |
| NTV Asset Management LLC | 0.38% | Add +0.9% | 15,285 | $2.9M |
| IFP Advisors, Inc | 0.09% | Reduce -20.7% | 15,206 | $2.9M |
| Allen Investment Management, LLC | 0.03% | No change | 15,188 | $2.9M |
| Great Lakes Advisors, LLC | 0.03% | Reduce -64.8% | 15,464 | $2.8M |
| T. Rowe Price Associates Inc. | 0.00% | Reduce -24.1% | 15,061 | $2.8M |
| Procyon Advisors, LLC | 0.17% | Reduce -1.9% | 15,027 | $2.8M |
| EverSource Wealth Advisors, LLC | 0.16% | Reduce -27.0% | 15,018 | $2.8M |
| Verdence Capital Advisors LLC | 0.21% | Add +2.1% | 14,907 | $2.8M |
| Castle Wealth Management LLC | 1.10% | Reduce -0.7% | 14,881 | $2.8M |
| Accredited Investors Inc. | 0.17% | Add +4.5% | 14,847 | $2.8M |
| Ritholtz Wealth Management | 0.08% | Add +139.0% | 14,830 | $2.8M |
| Flywheel Private Wealth LLC | 2.54% | Reduce -2.3% | 14,829 | $2.8M |
| Lion Street Advisors, LLC | 0.88% | Add +11.3% | 14,714 | $2.8M |
| Pathway Financial Advisors LLC | 0.50% | Add +0.2% | 14,681 | $2.8M |
| Boston Trust Walden Corp | 0.02% | No change | 14,638 | $2.8M |
| Oarsman Capital, Inc. | 0.49% | Reduce -27.8% | 14,587 | $2.7M |
| Clientfirst Wealth Management, LLC | 3.09% | Reduce -0.0% | 14,479 | $2.7M |
| Ironsides Asset Advisors, LLC | 0.80% | Reduce -0.0% | 14,434 | $2.7M |
| Townsquare Capital LLC | 0.03% | Add +23.0% | 14,375 | $2.7M |
| Evanson Asset Management, LLC | 0.19% | Add +6.2% | 14,333 | $2.7M |
| Grant Street Asset Management, Inc. | 0.66% | Reduce -0.3% | 14,306 | $2.7M |
| Autumn Glory Partners, LLC | 1.33% | Reduce -2.0% | 14,259 | $2.7M |
| Ascent Wealth Partners, LLC | 0.36% | Reduce -0.3% | 14,235 | $2.7M |
| Kanawha Capital Management LLC | 0.21% | Add +3.7% | 14,136 | $2.7M |
| Mosaic Family Wealth Partners, LLC | 0.38% | Reduce -0.7% | 14,114 | $2.7M |
| Courier Capital LLC | 0.17% | Add +60.1% | 14,010 | $2.6M |
| Schaper Benz & Wise Investment Counsel Inc. | 0.21% | No change | 13,976 | $2.6M |
| Forum Financial Management, LP | 0.04% | Reduce -6.9% | 13,933 | $2.6M |
| GFS Advisors, LLC | 0.52% | Reduce -9.9% | 13,864 | $2.6M |
| New Age Alpha Advisors, LLC | 0.12% | Add +70.9% | 13,773 | $2.6M |
| GAMMA Investing LLC | 0.19% | Add +3.1% | 13,744 | $2.6M |
| Apollon Wealth Management, LLC | 0.06% | Reduce -1.5% | 13,579 | $2.6M |
| Bryn Mawr Trust Advisors, LLC | 0.15% | Reduce -23.3% | 13,540 | $2.5M |
| Founders Financial Alliance, LLC | 0.62% | Reduce -4.4% | 13,521 | $2.5M |
| Joel Isaacson & Co., LLC | 0.12% | Add +5.7% | 13,503 | $2.5M |
| SouthState Bank Corp | 0.12% | Add +42.7% | 13,453 | $2.5M |
| Ironwood Investment Counsel, LLC | 0.43% | Reduce -0.3% | 13,353 | $2.5M |
| Q3 Asset Management | 1.71% | New | 13,276 | $2.5M |
| Gilliland Jeter Wealth Management LLC | 0.88% | Add +3.0% | 13,258 | $2.5M |
| WCG Wealth Advisors LLC | 0.19% | Reduce -1.2% | 13,217 | $2.5M |
| Precedent Wealth Partners, LLC | 0.69% | Reduce -1.5% | 13,204 | $2.5M |
| Concurrent Investment Advisors, LLC | 0.06% | Add +39.9% | 13,198 | $2.5M |
| Fortress Financial Group, LLC | 2.47% | Add +0.3% | 13,150 | $2.5M |
| Cahaba Wealth Management, Inc. | 0.20% | Reduce -3.5% | 13,128 | $2.5M |
| B. Riley Wealth Advisors, Inc. | 0.07% | Add +36.7% | 13,112 | $2.5M |
| Secure Asset Management, LLC | 0.49% | Add +240.4% | 12,927 | $2.4M |
| W Advisors, LLC | 1.50% | Reduce -19.9% | 12,704 | $2.4M |
| Allegheny Financial Group | 0.61% | Add +4.4% | 12,656 | $2.4M |
| BigSur Wealth Management LLC | 0.64% | No change | 12,601 | $2.4M |
| Heck Capital Advisors, LLC | 0.27% | Add +56.2% | 12,545 | $2.4M |
| STAR Financial Bank | 1.72% | Reduce -26.6% | 12,500 | $2.4M |
| Osborne Partners Capital Management, LLC | 0.13% | Reduce -0.6% | 12,335 | $2.3M |
| Private Trust Co. NA | 0.24% | Reduce -7.5% | 12,330 | $2.3M |
| Composition Wealth, LLC | 0.05% | Add +113.3% | 12,326 | $2.3M |
| Nicolet Bankshares Inc. | 0.47% | Add +4.8% | 12,325 | $2.3M |
| Atlas Brown,Inc. | 0.81% | Reduce -0.3% | 12,299 | $2.3M |
| Evercore Wealth Management, LLC | 0.04% | Reduce -0.4% | 12,233 | $2.3M |
| Tobias Financial Advisors, Inc. | 0.45% | Add +15.5% | 12,183 | $2.3M |
| Dynamic Financial Group | 2.29% | Add +0.1% | 12,167 | $2.3M |
| Foster Dykema Cabot & Partners, LLC | 0.18% | Reduce -3.7% | 12,148 | $2.3M |
| GAMCO Investors | 0.02% | Reduce -14.3% | 12,000 | $2.3M |
| Zions Bancorporation, National Association | 0.14% | — | 11,969 | $2.3M |
| Baron Financial Group, LLC | 1.41% | Reduce -1.8% | 11,904 | $2.2M |
| Wakefield Asset Management LLLP | 0.67% | Reduce -34.5% | 11,782 | $2.2M |
| Focus Financial Network, Inc. | 0.09% | Add +83.5% | 11,766 | $2.2M |
| Clearbridge Investments, LLC | 0.00% | Reduce -89.7% | 11,754 | $2.2M |
| Axxcess Wealth Management, LLC | 0.06% | Reduce -28.3% | 11,502 | $2.2M |
| Canandaigua National Bank & Trust Co. | 0.22% | No change | 11,451 | $2.2M |
| Peapack Gladstone Financial Corp. | 0.03% | No change | 11,427 | $2.2M |
| Wealth Dimensions Group, Ltd. | 0.51% | Reduce -0.3% | 11,344 | $2.1M |
| Intrepid Financial Planning Group LLC | 0.99% | Reduce -4.8% | 11,330 | $2.1M |
| Money Concepts Capital Corp. | 0.16% | Add +269.2% | 11,246 | $2.1M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.07% | Add +13.4% | 11,225 | $2.1M |
| Northeast Financial Consultants Inc | 0.09% | Reduce -3.2% | 11,205 | $2.1M |
| SilverOak Wealth Management LLC | 0.46% | Add +1.6% | 11,184 | $2.1M |
| Custos Family Office, LLC | 0.74% | Reduce -2.5% | 11,127 | $2.1M |
| Flputnam Investment Management Co. | 0.04% | Add +9.9% | 11,075 | $2.1M |
| Gries Financial LLC | 0.40% | Reduce -0.1% | 11,047 | $2.1M |
| Ellevest, Inc. | 0.14% | Add +6.3% | 11,038 | $2.1M |
| Centerpoint Advisory Group | 2.03% | Add +3.0% | 10,980 | $2.1M |
| Burke & Herbert Bank & Trust Co. | 0.49% | Reduce -0.1% | 10,860 | $2.0M |
| Adero Partners, LLC | 0.13% | Add +14.3% | 10,795 | $2.0M |
| Eldridge Investment Advisors, Inc. | 0.47% | Add +5.4% | 10,793 | $2.0M |
| CGN Advisors LLC | 0.20% | Reduce -0.6% | 10,753 | $2.0M |
| Sapient Capital LLC | 0.04% | Add +11.5% | 10,727 | $2.0M |
| FAS Wealth Partners, Inc. | 0.16% | Reduce -1.3% | 10,645 | $2.0M |
| First Western Trust Bank | 0.10% | Reduce -2.2% | 10,641 | $2.0M |
| Monograph Wealth Advisors, LLC | 0.27% | No change | 10,618 | $2.0M |
| CJM Wealth Advisers, Ltd. | 0.70% | No change | 10,597 | $2.0M |
| Bond & Devick Financial Network, Inc. | 0.72% | Add +0.6% | 10,592 | $2.0M |
| Phillips Financial Management, LLC | 0.15% | Reduce -1.5% | 10,510 | $2.0M |
| Dentgroup LLC | 1.48% | New | 10,503 | $2.0M |
| ICONIQ Capital, LLC | 0.04% | No change | 10,489 | $2.0M |
| Avantax Planning Partners, Inc. | 0.07% | Reduce -1.3% | 10,410 | $2.0M |
| WestHill Financial Advisors, Inc. | 0.45% | Reduce -1.1% | 10,408 | $2.0M |
| Journey Strategic Wealth LLC | 0.07% | Add +72.6% | 10,379 | $2.0M |
| InvesTrust | 0.53% | Reduce -10.0% | 10,272 | $1.9M |
| Macquarie Group Ltd. | 0.00% | Reduce -82.0% | 10,254 | $1.9M |
| Walled Lake Planning & Wealth Management, LLC | 0.68% | Reduce -1.1% | 10,222 | $1.9M |
| jvl associates llc | 0.78% | No change | 10,211 | $1.9M |
| Verus Financial Partners, Inc. | 0.22% | Add +0.0% | 10,733 | $1.9M |
| AE Wealth Management LLC | 0.02% | Add +10.3% | 10,122 | $1.9M |
| Insight Inv LLC | 1.31% | Add +2.9% | 10,117 | $1.9M |
| Affiance Financial, LLC | 0.44% | Reduce -3.0% | 10,096 | $1.9M |
| U.S. Capital Wealth Advisors, LLC | 0.06% | Reduce -8.9% | 10,091 | $1.9M |
| Capital World Investors | 0.00% | Reduce -32.1% | 10,168 | $1.9M |
| BBR Partners, LLC | 0.13% | No change | 10,056 | $1.9M |
| Lee Danner & Bass Inc. | 0.15% | Reduce -1.3% | 10,049 | $1.9M |
| Pinnacle Associates Ltd. | 0.03% | Add +1.4% | 10,033 | $1.9M |
| Brookstone Capital Management | 0.03% | Reduce -1.1% | 9,981 | $1.9M |
| Farther Finance Advisors, LLC | 0.05% | Add +34.1% | 9,817 | $1.8M |
| Element Pointe Advisors, LLC | 0.45% | No change | 9,766 | $1.8M |
| Wedbush Securities Inc. | 0.07% | Reduce -2.0% | 9,748 | $1.8M |
| Summit Financial Strategies, Inc. | 0.18% | No change | 9,653 | $1.8M |
| Glass Jacobson Investment Advisors llc | 0.60% | No change | 9,805 | $1.8M |
| Quotient Wealth Partners, LLC | 0.06% | Reduce -0.6% | 9,563 | $1.8M |
| Steph & Co. | 0.65% | Reduce -0.1% | 9,561 | $1.8M |
| Cyndeo Wealth Partners, LLC | 0.12% | Add +113.0% | 9,440 | $1.8M |
| Benedict Financial Advisors Inc. | 0.41% | Add +0.4% | 9,336 | $1.8M |
| Bartlett & Co. Wealth Management LLC | 0.03% | Add +295.4% | 9,311 | $1.8M |
| Marshall Financial Group Inc. | 0.54% | Reduce -3.1% | 9,204 | $1.7M |
| Sax Wealth Advisors, LLC | 0.12% | Add +15.9% | 9,169 | $1.7M |
| Myecfo, LLC | 0.91% | No change | 9,148 | $1.7M |
| Curtis Advisory Group, LLC | 0.50% | New | 9,127 | $1.7M |
| IFC Advisors LLC | 0.35% | No change | 9,005 | $1.7M |
| Maryland Capital Advisors Inc. | 0.74% | No change | 8,964 | $1.7M |
| Prosperity Planning, Inc. | 0.76% | Reduce -2.1% | 8,960 | $1.7M |
| Keystone Wealth Services, LLC | 0.45% | Add +0.1% | 8,882 | $1.7M |
| Next Level Private LLC | 0.62% | Add +0.1% | 8,872 | $1.7M |
| Mattern Capital Management, LLC | 0.21% | No change | 8,871 | $1.7M |
| Northeast Investment Management | 0.08% | No change | 8,850 | $1.7M |
| Nations Financial Group Inc, /Ia/ | 0.13% | Reduce -11.7% | 8,846 | $1.7M |
| Parkside Advisors LLC | 0.40% | Reduce -4.0% | 8,845 | $1.7M |
| Red Lighthouse Investment Management, LLC | 0.68% | Add +608.7% | 9,270 | $1.7M |
| Bannerman Wealth Management Group, LLC | 1.35% | Reduce -1.6% | 8,799 | $1.7M |
| Fiduciary Trust Co | 0.02% | Add +4.5% | 8,756 | $1.6M |
| Mycio Wealth Partners, LLC | 0.39% | Reduce -27.2% | 8,715 | $1.6M |
| Rf&l Wealth Management, LLC | 1.17% | Add +1.5% | 8,705 | $1.6M |
| Indiana Trust & Investment Management Co | 0.59% | Reduce -1.9% | 8,677 | $1.6M |
| Florida Trust Wealth Management Co | 0.05% | No change | 8,672 | $1.6M |
| Fifth Third Securities, Inc. | 0.14% | Add +37.1% | 8,649 | $1.6M |
| Capital International Investors | 0.00% | Reduce -30.9% | 8,737 | $1.6M |
| Gryphon Financial Partners LLC | 0.24% | Add +1.1% | 8,627 | $1.6M |
| Breed's Hill Capital LLC | 0.87% | No change | 8,603 | $1.6M |
| GenWealth Group, Inc. | 0.36% | Reduce -0.2% | 8,591 | $1.6M |
| Park Place Capital Corp | 0.44% | Reduce -55.8% | 8,589 | $1.6M |
| Aegis Wealth Management LLC | 0.95% | No change | 8,560 | $1.6M |
| Intrust Bank NA | 0.16% | Add +1.3% | 8,467 | $1.6M |
| Colonial Trust Co / SC | 0.24% | Reduce -2.7% | 8,331 | $1.6M |
| Pure Financial Advisors, LLC | 0.03% | Reduce -7.4% | 8,317 | $1.6M |
| RKL Wealth Management LLC | 0.15% | Reduce -5.0% | 8,270 | $1.6M |
| Clifford Group, LLC | 1.45% | Reduce -3.5% | 8,247 | $1.6M |
| Global Wealth Management, LLC | 0.89% | No change | 8,220 | $1.5M |
| Cooper Financial Group | 0.20% | Reduce -1.8% | 8,211 | $1.5M |
| Barrett & Company, Inc. | 0.66% | Add +1.1% | 8,123 | $1.5M |
| World Investment Advisors | 0.04% | Reduce -0.5% | 8,118 | $1.5M |
| Alamar Capital Management, LLC | 0.91% | Add +25.2% | 8,104 | $1.5M |
| Sound View Wealth Advisors Group, LLC | 0.13% | Reduce -11.6% | 8,100 | $1.5M |
| American Financial Advisors, LLC | 0.22% | Add +6.7% | 8,051 | $1.5M |
| Luts & Greenleigh Group, Inc. | 1.50% | Reduce -1.1% | 8,028 | $1.5M |
| Seven Mile Advisory | 1.00% | Add +0.8% | 7,976 | $1.5M |
| True North Advisors, LLC | 0.27% | Reduce -0.6% | 7,969 | $1.5M |
| Logan Capital Management Inc. | 0.07% | Reduce -71.8% | 7,946 | $1.5M |
| Beacon Financial Group | 0.16% | Reduce -12.7% | 7,915 | $1.5M |
| Great Waters Wealth Management | 0.21% | Reduce -18.0% | 7,911 | $1.5M |
| Alteri Wealth LLC | 0.65% | Reduce -5.0% | 7,842 | $1.5M |
| Baron Silver Stevens Financial Advisors, LLC | 0.26% | Reduce -7.9% | 7,836 | $1.5M |
| Nabity-Jensen Investment Management Inc | 1.17% | No change | 7,818 | $1.5M |
| Jordan Park Group LLC | 0.11% | No change | 7,799 | $1.5M |
| IFG Advisory, LLC | 0.08% | Add +1.7% | 7,794 | $1.5M |
| Bensler, LLC | 0.18% | Add +0.0% | 7,774 | $1.5M |
| Quantbot Technologies LP | 0.05% | New | 7,747 | $1.5M |
| Larson Financial Group LLC | 0.07% | Reduce -2.0% | 7,722 | $1.5M |
| Paragon Financial Partners, Inc. | 1.14% | Add +0.1% | 7,717 | $1.5M |
| Cohen & Steers, Inc. | 0.00% | No change | 7,719 | $1.5M |
| Freestone Capital Holdings, LLC | 0.05% | Add +0.1% | 7,688 | $1.4M |
| Key Financial Inc | 0.31% | No change | 7,686 | $1.4M |
| Eagle Strategies LLC | 0.25% | Add +0.1% | 7,646 | $1.4M |
| International Assets Investment Management, LLC | 0.13% | Reduce -28.5% | 7,627 | $1.4M |
| RFP Financial Group LLC | 0.58% | No change | 7,616 | $1.4M |
| Seneca Financial Advisors LLC | 0.69% | Add +0.4% | 7,609 | $1.4M |
| Vista Capital Partners, Inc. | 0.17% | No change | 7,607 | $1.4M |
| Anchor Investment Management, LLC | 0.13% | Reduce -1.9% | 7,584 | $1.4M |
| Twin Peaks Wealth Advisors, LLC | 0.65% | New | 7,991 | $1.4M |
| NFJ Investment Group, LLC | 0.05% | Reduce -81.8% | 7,544 | $1.4M |
| GTS Securities LLC | 0.06% | Reduce -57.4% | 7,543 | $1.4M |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.01% | No change | 7,920 | $1.4M |
| Earned Wealth Advisors, LLC | 0.31% | Add +6.5% | 7,506 | $1.4M |
| Mayport, LLC | 0.39% | No change | 7,500 | $1.4M |
| Bruce G. Allen Investments, LLC | 1.12% | Reduce -7.9% | 7,498 | $1.4M |
| Kornitzer Capital Management Inc. | 0.03% | Reduce -4.2% | 7,495 | $1.4M |
| Wick Capital Partners, LLC | 0.42% | Add +10.0% | 7,481 | $1.4M |
| Mma Asset Management LLC | 0.59% | No change | 7,473 | $1.4M |
| Maxele Advisors, LLC | 1.35% | Add +1.0% | 7,404 | $1.4M |
| Cardiff Park Advisors, LLC | 0.13% | Add +0.1% | 7,373 | $1.4M |
| LRI Investments, LLC | 0.13% | Add +206.4% | 7,370 | $1.4M |
| Greenleaf Trust | 0.01% | Reduce -10.3% | 7,313 | $1.4M |
| Advisory Resource Group | 0.28% | Reduce -3.7% | 7,298 | $1.4M |
| Bradley Foster & Sargent Inc. | 0.02% | Reduce -0.1% | 7,293 | $1.4M |
| David Kennon Inc | 0.55% | Add +5.8% | 7,279 | $1.4M |
| Litman Gregory Wealth Management LLC | 0.12% | Reduce -1.0% | 7,267 | $1.4M |
| Horizon Wealth Management, LLC | 0.23% | Add +0.4% | 7,267 | $1.4M |
| Cambridge Capital Management, LLC | 0.86% | Reduce -1.0% | 7,260 | $1.4M |
| Farmers & Merchants Investments Inc. | 0.04% | Reduce -5.0% | 7,255 | $1.4M |
| Welch & Forbes LLC | 0.02% | Add +32.2% | 7,220 | $1.4M |
| Opus Capital Group, LLC | 0.17% | Reduce -0.3% | 7,173 | $1.4M |
| Asset Dedication, LLC | 0.11% | Add +9.6% | 7,168 | $1.3M |
| Market Street Wealth Management Advisors LLC | 0.23% | Reduce -1.4% | 7,149 | $1.3M |
| Collective Family Office LLC | 0.36% | Reduce -4.5% | 7,122 | $1.3M |
| Enclave Advisors LLC | 0.23% | No change | 7,096 | $1.3M |
| Garde Capital, Inc. | 0.08% | No change | 7,095 | $1.3M |
| Natixis | 0.01% | Reduce -0.1% | 7,128 | $1.3M |
| Mgo One Seven LLC | 0.05% | Reduce -5.9% | 7,059 | $1.3M |
| Verum Partners LLC | 0.36% | Reduce -1.9% | 7,054 | $1.3M |
| Capital Asset Advisory Services LLC | 0.07% | Add +3.0% | 6,965 | $1.3M |
| Insigneo Advisory Services, LLC | 0.14% | Reduce -9.4% | 6,997 | $1.3M |
| West Michigan Advisors, LLC | 0.44% | Add +0.7% | 6,976 | $1.3M |
| Marcum Wealth, LLC | 0.11% | Reduce -7.0% | 6,941 | $1.3M |
| McAdam, LLC | 0.08% | Reduce -29.0% | 6,920 | $1.3M |
| Almanack Investment Partners, LLC. | 0.26% | Reduce -44.3% | 6,918 | $1.3M |
| Chemung Canal Trust Co. | 0.29% | No change | 6,914 | $1.3M |
| Certified Advisory Corp | 0.15% | Reduce -39.4% | 6,886 | $1.3M |
| Members Wealth LLC | 0.97% | Reduce -4.9% | 6,861 | $1.3M |
| Global Strategic Investment Solutions, LLC | 0.15% | Reduce -0.1% | 6,843 | $1.3M |
| JFG Wealth Management, LLC | 0.29% | Reduce -38.6% | 6,804 | $1.3M |
| Guardian Wealth Advisors, LLC / NC | 0.10% | Reduce -6.4% | 6,781 | $1.3M |
| First Hawaiian Bank | 0.19% | Reduce -54.6% | 6,771 | $1.3M |
| Wetzel Investment Advisors, Inc. | 0.64% | Reduce -5.9% | 6,742 | $1.3M |
| Frederick Financial Consultants, LLC | 0.91% | Add +0.0% | 6,738 | $1.3M |
| PFG Advisors | 0.07% | Reduce -28.5% | 6,722 | $1.3M |
| National Philanthropic Trust | 0.02% | Add +12.0% | 6,656 | $1.3M |
| Fiducient Advisors LLC | 0.16% | Add +11.3% | 6,647 | $1.3M |
| Whitegate Investment Counselors, Inc. | 0.44% | Reduce -3.3% | 6,629 | $1.2M |
| Integrated Advisors Network LLC | 0.06% | Reduce -58.1% | 6,594 | $1.2M |
| Perennial Investment Advisors, LLC | 0.14% | Add +31.6% | 6,587 | $1.2M |
| Tranquility Partners, LLC | 0.48% | Add +4.3% | 6,569 | $1.2M |
| Dana Investment Advisors, Inc. | 0.04% | Reduce -66.6% | 6,557 | $1.2M |
| Financial Advisors, LLC | 0.24% | No change | 6,537 | $1.2M |
| German American Bancorp, Inc. | 0.13% | Reduce -53.3% | 6,513 | $1.2M |
| Snider Financial Group | 0.40% | Add +9.1% | 6,495 | $1.2M |
| CreativeOne Wealth, LLC | 0.04% | Reduce -39.3% | 6,480 | $1.2M |
| Bailard, Inc. | 0.03% | Add +28.3% | 6,468 | $1.2M |
| Paladin Advisory Group, LLC | 0.97% | Add +0.8% | 6,447 | $1.2M |
| Thomasville National Bank | 0.09% | No change | 6,447 | $1.2M |
| Northstar Group, Inc. | 0.21% | Reduce -1.3% | 6,443 | $1.2M |
| Smead Capital Management, Inc. | 0.02% | Reduce -11.1% | 6,440 | $1.2M |
| Schechter Investment Advisors, LLC | 0.10% | Add +2.2% | 6,430 | $1.2M |
| Warwick Investment Management, Inc. | 0.25% | New | 6,420 | $1.2M |
| Fort Point Capital Partners LLC | 0.14% | Add +0.3% | 6,419 | $1.2M |
| Castleark Management LLC | 0.04% | No change | 6,400 | $1.2M |
| VeraBank, N.A. | 0.33% | No change | 6,363 | $1.2M |
| BHK Investment Advisors, LLC | 0.50% | Reduce -6.9% | 6,348 | $1.2M |
| Mascoma Wealth Management LLC | 0.30% | Reduce -16.4% | 6,330 | $1.2M |
| Wesbanco Bank Inc. | 0.04% | No change | 6,327 | $1.2M |
| Capital Advantage, Inc. | 0.22% | No change | 6,424 | $1.2M |
| Texas Bank & Trust Co | 0.50% | Reduce -1.3% | 6,311 | $1.2M |
| One Wealth Advisors, LLC | 0.18% | Reduce -56.1% | 6,274 | $1.2M |
| First Manhattan Co. Llc. | 0.00% | Reduce -1.3% | 6,274 | $1.2M |
| Amplius Wealth Advisors, LLC | 0.12% | No change | 6,222 | $1.2M |
| Matrix Asset Advisors Inc. | 0.13% | Reduce -6.5% | 6,200 | $1.2M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.18% | Reduce -5.7% | 6,235 | $1.2M |
| Calamos Wealth Management LLC | 0.06% | Add +27.1% | 6,147 | $1.2M |
| High Probability Advisors, LLC | 0.19% | No change | 6,116 | $1.2M |
| KMG Fiduciary Partners, LLC | 0.10% | Reduce -0.5% | 6,114 | $1.2M |
| Diversify Wealth Management, LLC | 0.09% | Add +0.8% | 6,318 | $1.2M |
| Summit X, LLC | 0.24% | Add +1.5% | 6,109 | $1.1M |
| Janney Capital Management LLC | 0.08% | Reduce -41.9% | 6,080 | $1.1M |
| Trust Co of the South | 0.24% | No change | 6,078 | $1.1M |
| Harbour Investments, Inc. | 0.03% | Add +0.0% | 6,076 | $1.1M |
| Forvis Mazars Wealth Advisors, LLC | 0.03% | Reduce -10.1% | 6,053 | $1.1M |
| Advisors Capital Management, LLC | 0.02% | Reduce -2.3% | 6,048 | $1.1M |
| Geneos Wealth Management Inc. | 0.04% | Reduce -0.3% | 6,019 | $1.1M |
| Capital Investment Advisors, LLC | 0.02% | Reduce -0.1% | 6,014 | $1.1M |
| Sigma Investment Counselors Inc. | 0.07% | No change | 6,005 | $1.1M |
| SkyView Investment Advisors, LLC | 0.17% | No change | 5,975 | $1.1M |
| Elevate Wealth Advisory, Inc. | 0.80% | Reduce -0.1% | 5,970 | $1.1M |
| Live Oak Private Wealth LLC | 0.18% | Add +15.6% | 5,927 | $1.1M |
| Vance Wealth, LLC | 0.42% | Reduce -18.5% | 5,924 | $1.1M |
| Parkshore Wealth Management, Inc. | 0.64% | Add +0.2% | 5,870 | $1.1M |
| Apexium Financial, LP | 0.07% | No change | 5,860 | $1.1M |
| Coastline Trust Co | 0.14% | Reduce -0.8% | 5,859 | $1.1M |
| Financial Advocates Investment Management | 0.08% | Reduce -1.0% | 5,826 | $1.1M |
| Apollon Financial, LLC | 0.26% | Add +7.8% | 5,826 | $1.1M |
| Encompass Wealth Advisors, LLC | 0.45% | Add +0.0% | 5,819 | $1.1M |
| PFG Investments, LLC | 0.07% | Reduce -1.9% | 5,802 | $1.1M |
| Parisi Gray Wealth Management | 0.36% | Add +8.1% | 5,794 | $1.1M |
| Cascade Wealth Advisors, Inc | 0.75% | No change | 6,117 | $1.1M |
| Jacobi Capital Management LLC | 0.08% | Add +0.0% | 5,758 | $1.1M |
| Fragasso Financial Advisors Inc | 0.08% | Reduce -3.4% | 5,738 | $1.1M |
| Coldstream Capital Management Inc. | 0.02% | Reduce -35.4% | 5,722 | $1.1M |
| Citadel Advisors | 0.00% | Reduce -97.3% | 5,708 | $1.1M |
| Betterment LLC | 0.00% | Reduce -0.6% | 5,705 | $1.1M |
| Fairvoy Private Wealth, LLC | 0.29% | Add +2.0% | 5,698 | $1.1M |
| Middleton & Co. Inc. | 0.13% | Reduce -0.7% | 5,696 | $1.1M |
| Sendero Wealth Management, LLC | 0.15% | Reduce -62.8% | 5,693 | $1.1M |
| Strategic Blueprint, LLC | 0.06% | Reduce -2.2% | 5,682 | $1.1M |
| F/m Investments LLC | 0.04% | Add +19.2% | 5,678 | $1.1M |
| Vawter Financial, Ltd. | 0.60% | Reduce -4.0% | 5,673 | $1.1M |
| Moneco Advisors, LLC | 0.11% | Add +0.5% | 5,669 | $1.1M |
| Stableford Capital II LLC | 0.45% | Reduce -2.2% | 6,049 | $1.1M |
| TCI Wealth Advisors, Inc. | 0.09% | Reduce -0.4% | 5,665 | $1.1M |
| WealthShield Partners, LLC | 0.14% | Reduce -5.3% | 5,630 | $1.1M |
| Anderson Hoagland & Co. | 0.13% | No change | 6,340 | $1.1M |
| HUB Investment Partners, LLC | 0.04% | No change | 5,612 | $1.1M |
| City Holding Co. | 0.15% | Reduce -1.6% | 5,604 | $1.1M |
| Choate Investment Advisors | 0.03% | No change | 5,586 | $1.1M |
| Cornerstone Wealth Management, LLC | 0.07% | Reduce -0.8% | 5,563 | $1.0M |
| Johnson Bixby & Associates, LLC | 0.16% | Reduce -3.9% | 5,555 | $1.0M |
| Tsfg, LLC | 0.21% | Add +0.0% | 5,542 | $1.0M |
| Thrive Wealth Management, LLC | 0.20% | Reduce -18.1% | 5,534 | $1.0M |
| Sharkey, Howes & Javer | 0.15% | Add +0.1% | 5,491 | $1.0M |
| Investment Advisory Group, LLC | 0.35% | No change | 5,488 | $1.0M |
| Embree Financial Group | 0.17% | Reduce -15.1% | 5,463 | $1.0M |
| First National Trust Co | 0.04% | No change | 5,462 | $1.0M |
| Nicolet Advisory Services, LLC | 0.10% | Reduce -5.5% | 5,922 | $1.0M |
| True Link Financial Advisors, LLC | 0.08% | New | 5,398 | $1.0M |
| Tassel Capital Management, Inc. | 0.89% | Add +0.4% | 5,383 | $1.0M |
| Staley Capital Advisers Inc. | 0.05% | No change | 5,358 | $1.0M |
| BlueChip Wealth Advisors LLC | 0.49% | No change | 5,357 | $1.0M |
| Core Wealth Advisors, Inc. | 0.32% | Add +0.0% | 5,340 | $1.0M |
| Cambridge Financial Group, LLC | 0.43% | Add +0.1% | 5,337 | $1.0M |
| Stonebridge Financial Planning Group, LLC | 0.46% | Add +0.1% | 5,308 | $999K |
| JT Stratford LLC | 0.18% | Add +220.2% | 5,252 | $988K |
| YANKCOM Partnership | 0.54% | No change | 5,249 | $988K |
| Norris Perne & French LLP | 0.07% | Reduce -0.3% | 5,229 | $984K |
| Hoese & Co LLP | 0.85% | No change | 5,223 | $983K |
| First Financial Corp. | 0.47% | Reduce -1.1% | 5,204 | $979K |
| Dakota Wealth Management | 0.02% | Reduce -56.3% | 5,193 | $977K |
| First Foundation Advisors | 0.04% | Reduce -9.5% | 5,192 | $977K |
| Legacy Advisors, LLC | 0.10% | Add +24.0% | 5,168 | $972K |
| Uptick Partners, LLC | 0.33% | No change | 5,159 | $971K |
| Investmark Advisory Group LLC | 0.48% | Add +0.1% | 5,157 | $970K |
| Arax Advisory Partners | 0.06% | Add +0.4% | 5,151 | $969K |
| BSW Wealth Partners | 0.15% | Add +18.1% | 5,148 | $969K |
| Plante Moran Financial Advisors, LLC | 0.08% | Add +1.6% | 5,147 | $968K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.02% | Reduce -3.4% | 5,119 | $963K |
| Brown Financial Advisory | 0.61% | No change | 5,117 | $963K |
| CENTRAL TRUST Co | 0.02% | Reduce -33.1% | 5,095 | $959K |
| Csenge Advisory Group | 0.05% | Reduce -1.1% | 5,434 | $958K |
| Evergreen Capital Management LLC | 0.03% | Add +23.0% | 5,085 | $957K |
| DAVENPORT & Co LLC | 0.01% | Add +62.0% | 5,082 | $956K |
| Foundations Investment Advisors, LLC | 0.02% | Add +24.9% | 5,082 | $956K |
| Bonfire Financial | 0.88% | Add +0.4% | 5,066 | $953K |
| Hemington Wealth Management | 0.15% | Reduce -1.6% | 5,068 | $953K |
| S&co Inc. | 0.06% | No change | 5,050 | $950K |
| Lakewood Asset Management LLC | 0.64% | Add +5.4% | 5,036 | $948K |
| Meridian Wealth Management, LLC | 0.05% | Add +0.8% | 5,028 | $946K |
| Patten Group, Inc. | 0.22% | Reduce -0.2% | 4,995 | $940K |
| Symmetry Partners, LLC | 0.13% | Reduce -0.5% | 4,985 | $938K |
| QRG Capital Management, Inc. | 0.01% | Reduce -50.7% | 4,966 | $934K |
| Moss Adams Wealth Advisors LLC | 0.10% | Add +33.8% | 4,961 | $933K |
| Beaumont Financial Advisors, LLC | 0.07% | Add +0.1% | 4,958 | $933K |
| Pacific Financial Group Inc. | 0.75% | Reduce -7.3% | 4,942 | $930K |
| Adirondack Trust Co. | 0.36% | Add +1.7% | 4,901 | $922K |
| ABLE Financial Group, LLC | 0.26% | Reduce -21.0% | 4,890 | $920K |
| Columbia Bank | 0.32% | Add +19.4% | 4,864 | $915K |
| Annex Advisory Services, LLC | 0.03% | Reduce -8.6% | 4,853 | $913K |
| TFO Wealth Partners, LLC | 0.18% | New | 4,812 | $905K |
| Bogart Wealth, LLC | 0.04% | Add +0.3% | 4,795 | $902K |
| 1834 Investment Advisors Co. | 0.12% | Reduce -22.1% | 4,785 | $900K |
| Sage Mountain Advisors LLC | 0.07% | Add +107.7% | 4,783 | $900K |
| James Investment Research, Inc. | 0.11% | No change | 4,777 | $899K |
| Chesley Taft & Associates LLC | 0.04% | Reduce -17.2% | 4,764 | $896K |
| Vontobel Holding Ltd. | 0.00% | No change | 4,764 | $896K |
| Personal Cfo Solutions, LLC | 0.18% | Reduce -38.2% | 4,756 | $895K |
| Atlas Capital Advisors Inc. | 0.11% | Add +10.5% | 4,727 | $889K |
| CRA Financial Services, LLC | 0.15% | Add +3.2% | 4,724 | $889K |
| Regent Peak Wealth Advisors LLC | 0.21% | No change | 4,706 | $885K |
| Legacy Trust | 0.21% | No change | 4,695 | $883K |
| Connecticut Wealth Management, LLC | 0.05% | Reduce -1.1% | 4,683 | $881K |
| Woodside Wealth Management LLC | 0.81% | — | 4,665 | $878K |
| Compound Planning, Inc. | 0.04% | Reduce -9.9% | 4,655 | $876K |
| Veracity Capital LLC | 0.34% | Reduce -12.4% | 4,650 | $875K |
| Willow Creek Wealth Management Inc. | 0.08% | No change | 4,635 | $872K |
| Stanich Group LLC | 0.64% | Reduce -0.0% | 4,610 | $867K |
| First Bank & Trust | 0.17% | Reduce -2.2% | 4,596 | $865K |
| Brass Tax Wealth Management, Inc. | 0.18% | New | 4,571 | $860K |
| Guidance Point Advisors, LLC | 0.25% | Reduce -0.2% | 4,570 | $860K |
| Magnolia Private Wealth, LLC | 0.72% | Reduce -0.2% | 4,554 | $857K |
| Belpointe Asset Management LLC | 0.04% | Add +87.9% | 4,535 | $853K |
| Roehl & Yi Investment Advisors, LLC | 0.46% | Reduce -10.2% | 4,530 | $852K |
| Regimen Wealth, LLC | 0.27% | Reduce -3.7% | 4,497 | $846K |
| Hoge Financial Services, LLC | 0.59% | Add +0.4% | 4,493 | $845K |
| Walkner Condon Financial Advisors LLC | 0.17% | No change | 4,433 | $834K |
| Central Pacific Bank - Trust Division | 0.12% | Reduce -54.6% | 4,423 | $832K |
| American National Bank & Trust | 0.09% | Reduce -4.9% | 4,410 | $830K |
| Johnson Financial Group, LLC | 0.09% | New | 4,410 | $830K |
| Morris Financial Concepts, Inc. | 0.35% | Reduce -7.3% | 4,396 | $827K |
| Matthew Goff Investment Advisor, LLC | 0.15% | No change | 4,387 | $825K |
| Renasant Bank | 0.55% | Reduce -30.7% | 4,383 | $825K |
| Cadence Bank | 0.06% | Reduce -4.1% | 4,383 | $825K |
| Fort Sheridan Advisors LLC | 0.13% | Add +2.0% | 4,376 | $823K |
| Hilltop Holdings Inc. | 0.05% | Reduce -78.7% | 4,348 | $818K |
| Independent Financial Group, LLC | 0.03% | Reduce -3.9% | 4,339 | $817K |
| Mezzasalma Advisors, LLC | 0.28% | No change | 4,333 | $815K |
| Palisade Asset Management, LLC | 0.08% | Add +0.0% | 4,320 | $813K |
| Nvest Financial, LLC | 0.43% | Reduce -0.3% | 4,305 | $810K |
| Bridgewater Advisors Inc. | 0.07% | New | 4,440 | $808K |
| Capital Group Private Client Services, Inc. | 0.01% | Reduce -0.9% | 4,289 | $807K |
| Bedel Financial Consulting, Inc. | 0.12% | No change | 4,404 | $805K |
| Flagship Harbor Advisors, LLC | 0.04% | Reduce -1.8% | 4,275 | $804K |
| Barnett & Company, Inc. | 0.67% | Reduce -5.6% | 4,270 | $803K |
| MassMutual Private Wealth & Trust, FSB | 0.02% | Add +62.4% | 4,250 | $800K |
| Invenio Wealth Partners LLC | 0.34% | Reduce -4.7% | 4,243 | $798K |
| Washington Trust Advisors, Inc. | 0.07% | Reduce -3.5% | 4,221 | $794K |
| AdvisorNet Financial, Inc | 0.06% | Reduce -0.8% | 4,211 | $792K |
| PKS Advisory Services, LLC | 0.22% | Add +5.9% | 4,205 | $791K |
| Wellington Management Group LLP | 0.00% | Reduce -1.3% | 4,200 | $790K |
| Paragon Capital Management Ltd | 0.16% | Add +0.1% | 4,187 | $788K |
| CVA Family Office, LLC | 0.12% | No change | 4,183 | $787K |
| Confluence Investment Management LLC | 0.01% | Reduce -85.4% | 4,155 | $782K |
| First United Bank & Trust | 0.29% | No change | 4,152 | $781K |
| Partners in Financial Planning | 0.16% | Add +0.0% | 4,150 | $781K |
| RFG Advisory, LLC | 0.02% | Reduce -71.6% | 4,138 | $779K |
| Woodmont Investment Counsel LLC | 0.06% | Reduce -0.9% | 4,123 | $776K |
| Golden Road Advisors LLC | 0.60% | Add +0.3% | 4,083 | $768K |
| Evergreen Advisors, LLC | 0.21% | Add +23.4% | 4,082 | $768K |
| American Investment Services, Inc. | 0.14% | Reduce -9.9% | 4,076 | $767K |
| Lowery Thomas, LLC | 0.52% | Reduce -4.3% | 4,071 | $766K |
| Eight 31 Financial, LLC | 0.49% | No change | 4,064 | $765K |
| Kelman-Lazarov, Inc. | 0.14% | New | 4,047 | $761K |
| Titleist Asset Management, LLC | 0.09% | Add +2.4% | 4,021 | $757K |
| Alpha Financial Advisors, LLC | 0.34% | No change | 4,020 | $756K |
| Ssi Investment Management LLC | 0.31% | No change | 4,020 | $756K |
| Forthright Family Wealth Advisory LLC | 0.50% | No change | 4,018 | $756K |
| Bantamac Capital, LLC | 0.36% | No change | 4,000 | $753K |
| MRWM Advisors, LLC | 0.52% | No change | 3,979 | $749K |
| Pinnacle Wealth Management Advisory Group, LLC | 0.07% | Add +0.0% | 3,979 | $749K |
| Planning Directions Inc. | 0.32% | New | 3,973 | $748K |
| MWA Asset Management | 0.52% | Reduce -1.1% | 3,971 | $747K |
| RiverFront Investment Group, LLC | 0.02% | Add +12.6% | 3,960 | $745K |
| DiNuzzo Private Wealth, Inc. | 0.09% | No change | 3,958 | $745K |
| Trust Point Inc. | 0.07% | No change | 3,950 | $743K |
| City National Bank of Florida | 0.67% | Add +80.7% | 3,947 | $743K |
| Occidental Asset Management, LLC | 0.11% | No change | 3,939 | $741K |
| Continuum Advisory, LLC | 0.10% | Reduce -0.1% | 3,935 | $740K |
| Accurate Wealth Management, LLC | 0.14% | Reduce -4.8% | 4,187 | $737K |
| Michels Family Financial, LLC | 0.67% | Reduce -0.5% | 3,914 | $737K |
| DSG Capital Advisors, LLC | 0.15% | No change | 3,906 | $735K |
| Roxbury Financial LLC | 0.71% | Reduce -9.1% | 3,759 | $731K |
| Mayflower Financial Advisors, LLC | 0.11% | Add +1.0% | 3,876 | $729K |
| Benchmark Financial Wealth Advisors, LLC | 0.28% | Add +0.2% | 3,871 | $728K |
| Darwin Wealth Management, LLC | 0.24% | No change | 3,929 | $728K |
| Rodgers & Associates, LTD | 0.09% | Add +1.8% | 3,831 | $721K |
| Wedmont Private Capital | 0.04% | Add +0.1% | 4,085 | $719K |
| Exencial Wealth Advisors, LLC | 0.03% | Add +4.6% | 3,813 | $717K |
| Lowe Brockenbrough & Co. Inc. | 0.05% | Reduce -8.7% | 3,813 | $717K |
| Charter Oak Capital Management, LLC | 0.07% | Reduce -1.6% | 3,808 | $717K |
| Robertson Stephens Wealth Management, LLC | 0.03% | Add +12.6% | 3,805 | $716K |
| Sunpointe, LLC | 0.38% | No change | 3,802 | $715K |
| Emprise Bank | 0.38% | Reduce -2.7% | 3,801 | $715K |
| William Howard & Co Financial Advisors Inc | 0.67% | Add +0.4% | 3,798 | $715K |
| Hamilton Capital, LLC | 0.04% | No change | 3,779 | $711K |
| SeaCrest Wealth Management, LLC | 0.08% | Add +0.1% | 3,767 | $709K |
| Empire Financial Management Company, LLC | 0.22% | No change | 3,758 | $707K |
| First County Bank | 0.39% | Add +116.3% | 3,757 | $707K |
| Magnolia Capital Advisors LLC | 0.19% | Add +2.1% | 3,732 | $702K |
| Roble, Belko & Company, Inc | 0.11% | No change | 3,705 | $697K |
| Root Financial Partners, LLC | 0.07% | Add +4.1% | 3,703 | $697K |
| Tocqueville Asset Management L.P. | 0.01% | Reduce -34.7% | 3,690 | $694K |
| Lutz Financial Services LLC | 0.06% | No change | 3,685 | $693K |
| Alexis Investment Partners, LLC | 0.33% | Reduce -26.5% | 3,679 | $692K |
| Robinson Value Management, Ltd. | 0.45% | Add +4.2% | 3,671 | $691K |
| Brendel Financial Advisors LLC | 0.42% | Reduce -6.1% | 3,653 | $687K |
| Rialto Wealth Management, LLC | 0.22% | No change | 3,651 | $687K |
| Atlanta Consulting Group Advisors, LLC | 0.20% | Add +0.4% | 3,642 | $685K |
| Aft, Forsyth & Company, Inc. | 0.37% | Add +0.1% | 3,639 | $685K |
| Stonebrook Private Inc. | 0.18% | Reduce -1.9% | 3,621 | $681K |
| Archford Capital Strategies, LLC | 0.10% | Reduce -0.1% | 3,610 | $679K |
| Hanover Advisors Inc. | 0.29% | No change | 3,604 | $678K |
| Independence Bank of Kentucky | 0.10% | No change | 3,550 | $668K |
| Financial Guidance Group, Inc. | 0.36% | No change | 3,542 | $666K |
| Pitcairn Co. | 0.04% | No change | 3,539 | $666K |
| Bourgeon Capital Management LLC | 0.15% | No change | 3,528 | $664K |
| Waterfront Wealth Inc. | 0.16% | No change | 3,525 | $663K |
| Horan Securities, Inc. | 0.25% | Reduce -0.1% | 3,519 | $662K |
| Warner Financial, Inc. | 0.29% | Add +0.4% | 3,520 | $662K |
| Signature Estate & Investment Advisors LLC | 0.02% | Add +22.6% | 3,510 | $661K |
| BKM Wealth Management, LLC | 0.27% | Add +6.2% | 3,507 | $660K |
| Bristlecone Advisors, LLC | 0.05% | Reduce -8.7% | 3,493 | $657K |
| Mason Investment Advisory Services, Inc. | 0.04% | Add +0.4% | 3,483 | $655K |
| Baring Financial LLC | 0.55% | Reduce -1.5% | 3,470 | $653K |
| Moloney Securities Asset Management, LLC | 0.09% | Add +2.6% | 3,466 | $652K |
| Andina Capital Management, LLC | 0.46% | Reduce -24.4% | 3,453 | $650K |
| Westmount Partners, LLC | 0.20% | Reduce -5.9% | 3,443 | $648K |
| Auxano Advisors, LLC | 0.17% | No change | 3,442 | $648K |
| Cornell Pochily Investment Advisors, Inc. | 0.23% | No change | 3,414 | $642K |
| Jaffetilchin Investment Partners, LLC | 0.05% | Add +22.4% | 3,411 | $642K |
| Cascade Financial Partners, LLC | 0.08% | Add +19.3% | 3,397 | $639K |
| Rockbridge Investment Management, LCC | 0.08% | No change | 3,372 | $635K |
| Texas Yale Capital Corp. | 0.03% | No change | 3,370 | $634K |
| Miller Investment Management, LP | 0.07% | No change | 3,368 | $634K |
| BankPlus Trust Department | 0.21% | No change | 3,363 | $633K |
| Prosperity Consulting Group, LLC | 0.05% | Reduce -81.4% | 3,362 | $633K |
| Ballew Advisors, Inc | 0.42% | No change | 3,592 | $633K |
| Empower Advisory Group, LLC | 0.00% | Reduce -18.1% | 3,347 | $630K |
| Regal Investment Advisors LLC | 0.05% | Reduce -6.9% | 3,346 | $630K |
| Chapin Davis, Inc. | 0.21% | Reduce -9.3% | 3,334 | $628K |
| BOK Financial Private Wealth, Inc. | 0.05% | No change | 3,329 | $626K |
| Arlington Financial Advisors, LLC | 0.11% | Add +131.5% | 3,320 | $625K |
| Leavell Investment Management, Inc. | 0.03% | Reduce -1.9% | 3,317 | $624K |
| Fiduciary Alliance LLC | 0.06% | New | 3,314 | $624K |
| Debussy Capital Management LP | 0.10% | Reduce -14.5% | 3,309 | $623K |
| Capital Analysts, LLC | 0.02% | Add +65.5% | 3,287 | $619K |
| Melfa Wealth Management, Inc. | 0.42% | No change | 3,275 | $616K |
| Silver Oak Securities, Incorporated | 0.06% | Reduce -0.5% | 3,307 | $616K |
| Financial Insights, Inc. | 0.24% | Reduce -35.7% | 3,269 | $615K |
| Greenup Street Wealth Management LLC | 0.12% | Reduce -4.7% | 3,264 | $614K |
| TrueWealth Advisors, LLC | 0.20% | Add +3.6% | 3,243 | $610K |
| Harvest Investment Services, LLC | 0.17% | Reduce -42.6% | 3,243 | $610K |
| LM Advisors LLC | 0.11% | Add +28.9% | 3,241 | $610K |
| Atlantic Union Bankshares Corp | 0.04% | No change | 3,232 | $608K |
| Evoke Wealth, LLC | 0.02% | No change | 3,201 | $602K |
| Tudor Financial Inc. | 0.36% | No change | 3,199 | $602K |
| Wrapmanager Inc. | 0.16% | Reduce -2.7% | 3,161 | $595K |
| Greenwood Gearhart LLC | 0.04% | Reduce -1.7% | 3,158 | $594K |
| Glassman Wealth Services | 0.10% | Add +1.5% | 3,157 | $594K |
| Soltis Investment Advisors LLC | 0.05% | Add +32.4% | 3,150 | $593K |
| Bordeaux Wealth Advisors LLC | 0.11% | No change | 3,142 | $591K |
| Robinson Smith Wealth Advisors LLC | 0.49% | No change | 3,126 | $588K |
| Beacon Financial Strategies CORP | 0.40% | Reduce -1.1% | 3,124 | $588K |
| Capital Investment Advisory Services, LLC | 0.05% | Reduce -21.1% | 3,120 | $587K |
| Manhattan West Asset Management, LLC | 0.15% | Add +12.0% | 3,119 | $587K |
| Good Life Advisors, LLC | 0.04% | Add +14.8% | 3,116 | $586K |
| Fidelity D & D Bancorp Inc. | 0.39% | No change | 3,113 | $586K |
| Crestwood Advisors Group, LLC | 0.01% | Reduce -1.7% | 3,107 | $585K |
| TFB Advisors LLC | 0.17% | Reduce -4.4% | 3,100 | $583K |
| Canvas Wealth Advisors, LLC | 0.15% | New | 3,285 | $582K |
| Axis Wealth Partners, LLC | 0.43% | Add +0.5% | 3,079 | $579K |
| Skyline Advisors, Inc. | 0.23% | Add +0.4% | 3,059 | $576K |
| Modern Wealth Management, LLC | 0.02% | Add +1.1% | 3,055 | $575K |
| Wescott Financial Advisory Group, LLC | 0.06% | Add +0.1% | 3,054 | $575K |
| Leo Wealth, LLC | 0.08% | Reduce -4.0% | 3,043 | $573K |
| Quadrant Private Wealth Management, LLC | 0.14% | No change | 3,035 | $571K |
| First Commonwealth Financial Corp | 0.13% | Reduce -2.6% | 3,029 | $570K |
| Sigma Planning Corp | 0.02% | Reduce -8.9% | 3,013 | $567K |
| New Republic Capital, LLC | 0.24% | Reduce -1.1% | 3,002 | $565K |
| Oxler Private Wealth LLC | 0.20% | Add +0.3% | 3,001 | $565K |
| Buckhead Capital Management LLC | 0.18% | No change | 3,000 | $564K |
| Independent Advisor Alliance | 0.02% | Reduce -84.1% | 2,997 | $564K |
| Lunt Capital Management, Inc. | 0.20% | Reduce -9.7% | 2,994 | $563K |
| Institute for Wealth Management, LLC. | 0.07% | Reduce -0.3% | 2,990 | $563K |
| Farmers Trust Co. | 0.11% | No change | 2,970 | $559K |
| Citizens & Northern Corp. | 0.16% | No change | 2,967 | $558K |
| Obermeyer Wealth Partners | 0.03% | Add +5.7% | 2,966 | $558K |
| NCM Capital Management, LLC | 0.25% | Reduce -1.7% | 2,964 | $558K |
| Main Street Financial Solutions, LLC | 0.05% | Add +4.2% | 2,937 | $553K |
| Revisor Wealth Management LLC | 0.25% | New | 2,937 | $553K |
| Meridian Wealth Advisors, LLC | 0.09% | No change | 2,898 | $545K |
| CSS LLC | 0.11% | New | 2,890 | $544K |
| Berkeley Capital Partners, LLC | 0.15% | No change | 2,886 | $543K |
| SIMA Wealth Partners, LLC | 0.45% | No change | 2,880 | $542K |
| Spinnaker Trust | 0.04% | No change | 2,879 | $542K |
| AAF Wealth Management, LLC | 0.29% | Reduce -3.7% | 2,857 | $537K |
| Kirtland Hills Capital Management, LLC | 0.33% | No change | 3,043 | $537K |
| Plancorp, LLC | 0.02% | Add +0.9% | 2,843 | $535K |
| WealthPLAN Partners, LLC | 0.08% | No change | 2,842 | $535K |
| Pandora Wealth, Inc. | 0.35% | — | 2,831 | $533K |
| Zhang Financial LLC | 0.03% | Add +41.4% | 2,813 | $529K |
| Lakeridge Wealth Management LLC | 0.26% | Reduce -2.4% | 2,807 | $528K |
| Burton Enright Welch | 0.11% | No change | 2,801 | $527K |
| Virtue Capital Management, LLC | 0.06% | Reduce -31.8% | 2,801 | $527K |
| Schnieders Capital Management LLC | 0.11% | Reduce -6.1% | 2,787 | $524K |
| Alpine Bank Wealth Management | 0.08% | — | 2,773 | $522K |
| Mirador Capital Partners LP | 0.09% | Add +0.4% | 2,771 | $521K |
| Orgel Wealth Management, LLC | 0.01% | Add +13.5% | 2,770 | $521K |
| Atticus Wealth Management, LLC | 0.17% | Reduce -7.8% | 2,768 | $521K |
| PrairieView Partners, LLC | 0.05% | Reduce -4.3% | 2,759 | $519K |
| Talisman Wealth Advisors LLC | 0.53% | Add +5.5% | 2,745 | $517K |
| Sand Hill Global Advisors, LLC | 0.02% | Reduce -1.9% | 2,743 | $516K |
| Cahill Financial Advisors Inc. | 0.07% | Add +0.0% | 2,737 | $515K |
| Texas Capital Bank Wealth Management Services Inc | 0.05% | Reduce -48.3% | 2,735 | $515K |
| Sovereign Financial Group, Inc. | 0.12% | Reduce -4.1% | 2,729 | $513K |
| Essex Bank | 0.13% | Reduce -0.7% | 2,729 | $513K |
| Aire Advisors, LLC | 0.11% | Add +0.0% | 2,722 | $512K |
| Coastal Bridge Advisors, LLC | 0.07% | Add +124.3% | 2,719 | $512K |
| Genesis Wealth Advisors, LLC | 0.41% | Reduce -2.0% | 2,713 | $510K |
| PUREfi Wealth, LLC | 0.51% | Add +46.5% | 2,705 | $509K |
| Runnymede Capital Advisors, Inc. | 0.49% | Add +3.3% | 2,697 | $507K |
| Sovran Advisors, LLC | 0.07% | Reduce -2.9% | 2,871 | $506K |
| Arlington Trust Co LLC | 0.11% | Reduce -4.2% | 2,690 | $506K |
| Eagle Capital Management LLC | 0.00% | Reduce -98.0% | 2,690 | $506K |
| Truepoint, Inc. | 0.01% | Add +14.0% | 2,674 | $503K |
| Elyxium Wealth, LLC | 0.22% | No change | 2,665 | $501K |
| Townsend Asset Management Corp. /NC/ | 0.19% | Add +0.3% | 2,646 | $498K |
| Northwest Financial Advisors | 0.41% | Reduce -3.0% | 2,635 | $496K |
| GWN Securities Inc. | 0.03% | New | 2,641 | $496K |
| SC&H Financial Advisors, Inc. | 0.10% | Add +0.2% | 2,630 | $495K |
| Evolution Wealth Advisors, LLC | 0.08% | New | 2,627 | $494K |
| Klingman & Associates, LLC | 0.03% | Reduce -1.0% | 2,621 | $493K |
| Chicago Wealth Management, Inc. | 0.26% | No change | 2,621 | $493K |
| TigerOak Management, L.L.C. | 0.19% | No change | 2,617 | $492K |
| Brogan Financial, Inc. | 0.24% | Add +0.4% | 2,613 | $492K |
| Principal Securities, Inc. | 0.01% | No change | 2,647 | $490K |
| Front Row Advisors LLC | 0.19% | No change | 2,595 | $488K |
| Stanley-Laman Group, Ltd. | 0.08% | Add +0.2% | 2,592 | $488K |
| Heritage Financial Services, LLC | 0.05% | Reduce -4.0% | 2,585 | $486K |
| Bremer Bank National Association | 0.09% | No change | 2,576 | $485K |
| Fusion Capital, LLC | 0.18% | Add +1.4% | 2,575 | $484K |
| Ellis Investment Partners, LLC | 0.10% | Reduce -14.8% | 2,561 | $482K |
| Austin Asset Management Co Inc | 0.11% | Add +24.2% | 2,556 | $481K |
| YHB Investment Advisors, Inc. | 0.04% | Reduce -4.8% | 2,547 | $479K |
| Cypress Capital, LLC | 0.14% | No change | 2,520 | $474K |
| Onyx Bridge Wealth Group LLC | 0.07% | New | 2,516 | $473K |
| Biltmore Family Office, LLC | 0.08% | No change | 2,512 | $473K |
| Meeder Advisory Services, Inc. | 0.03% | Reduce -4.2% | 2,507 | $472K |
| Edgemoor Investment Advisors, Inc. | 0.04% | Reduce -13.8% | 2,506 | $472K |
| FARMERS & MERCHANTS TRUST Co OF LONG BEACH | 0.12% | No change | 2,500 | $470K |
| JSF Financial, LLC | 0.12% | Add +0.0% | 2,500 | $470K |
| Wealthcare Capital Partners, LLC | 0.24% | Add +33.0% | 2,496 | $470K |
| Performance Wealth Partners, LLC | 0.02% | Reduce -15.2% | 2,491 | $469K |
| Insight Advisors, LLC/ PA | 0.08% | Reduce -1.9% | 2,485 | $468K |
| Forte Capital LLC | 0.06% | Add +6.3% | 2,478 | $466K |
| Strategic Financial Concepts, LLC | 0.09% | Add +0.1% | 2,465 | $464K |
| BIP Wealth, LLC | 0.03% | Reduce -6.8% | 2,462 | $463K |
| Galvin, Gaustad & Stein, LLC | 0.04% | No change | 2,453 | $462K |
| Lodestar Private Asset Management LLC | 0.06% | Add +0.2% | 2,443 | $460K |
| WealthBridge Capital Management, LLC | 0.13% | Reduce -17.5% | 2,432 | $458K |
| Gallacher Capital Management LLC | 0.22% | No change | 2,413 | $454K |
| Curran Financial Partners, LLC | 0.11% | Add +1.2% | 2,406 | $453K |
| Salem Investment Counselors Inc. | 0.02% | Add +3.0% | 2,403 | $452K |
| Capital City Trust Co. | 0.12% | Reduce -18.9% | 2,385 | $449K |
| PBMares Wealth Management LLC | 0.09% | No change | 2,378 | $447K |
| First Trust Advisors LP | 0.00% | Add +73.8% | 2,374 | $447K |
| McNamara Financial Services, Inc. | 0.10% | Add +10.4% | 2,368 | $446K |
| Sachem Hill LLC | 0.09% | No change | 2,363 | $445K |
| Pettyjohn, Wood & White, Inc. | 0.09% | No change | 2,360 | $444K |
| Towercrest Capital Management | 0.08% | Reduce -14.7% | 2,348 | $442K |
| Trust Co. of Vermont | 0.02% | Add +7.2% | 2,342 | $441K |
| Riverpoint Wealth Management Holdings, LLC | 0.11% | Reduce -0.6% | 2,340 | $440K |
| Red Door Wealth Management, LLC | 0.07% | Reduce -3.8% | 2,337 | $440K |
| Archer Investment Corp | 0.11% | Reduce -33.7% | 2,336 | $440K |
| One Day In July LLC | 0.04% | Add +1.9% | 2,333 | $439K |
| Parsons Capital Management Inc. | 0.02% | Reduce -4.1% | 2,328 | $438K |
| Atala Financial Inc | 0.32% | Reduce -13.2% | 2,324 | $437K |
| HT Partners LLC | 0.15% | No change | 2,322 | $437K |
| Savvy Advisors, Inc. | 0.04% | Add +99.3% | 2,322 | $437K |
| ORG Partners LLC | 0.11% | Add +82.5% | 2,323 | $437K |
| Algorithmic Investment Models, LLC | 0.32% | Add +54.0% | 2,319 | $436K |
| Heartwood Wealth Advisors LLC | 0.05% | Reduce -0.4% | 2,317 | $436K |
| Wealthspire Retirement, LLC | 0.03% | Add +0.5% | 2,314 | $435K |
| PGIM Custom Harvest LLC | 0.01% | Reduce -1.7% | 2,299 | $433K |
| Pasadena Private Wealth, LLC | 0.08% | Add +5.4% | 2,295 | $432K |
| Lake Street Private Wealth, LLC | 0.07% | Reduce -2.9% | 2,290 | $431K |
| Operose Advisors LLC | 0.14% | Add +7.8% | 2,289 | $431K |
| Tritonpoint Wealth, LLC | 0.04% | Reduce -10.8% | 2,288 | $431K |
| Orrstown Financial Services Inc. | 0.10% | Reduce -12.6% | 2,288 | $431K |
| Accretive Wealth Partners, LLC | 0.15% | New | 2,351 | $430K |
| FineMark National Bank & Trust | 0.02% | Reduce -6.5% | 2,269 | $427K |
| Petredis Investment Advisors LLC | 0.04% | No change | 2,268 | $427K |
| McClarren Financial Advisors, Inc. | 0.28% | New | 1,995 | $426K |
| CWA Asset Management Group, LLC | 0.02% | Reduce -33.9% | 2,263 | $426K |
| Brown, Lisle/Cummings, Inc. | 0.12% | No change | 2,262 | $426K |
| Burling Wealth Partners, LLC | 0.09% | Add +84.0% | 2,256 | $424K |
| Werba Rubin Papier Wealth Management | 0.09% | Add +84.2% | 2,243 | $422K |
| Marino, Stram & Associates LLC | 0.09% | Add +0.1% | 2,233 | $420K |
| Deroy & Devereaux Private Investment Counsel Inc. | 0.02% | No change | 2,225 | $419K |
| Wise Wealth Partners | 1.00% | Add +20.5% | 2,223 | $418K |
| Hollencrest Capital Management | 0.02% | No change | 2,221 | $418K |
| Clear Creek Financial Management, LLC | 0.04% | Reduce -0.5% | 2,217 | $417K |
| Platform Technology Partners | 0.12% | Add +0.1% | 2,213 | $416K |
| Clarity Financial LLC | 0.05% | No change | 2,209 | $416K |
| First Citizens Asset Management, Inc. | 0.16% | Reduce -0.5% | 2,204 | $415K |
| Fortis Capital Advisors, LLC | 0.08% | New | 2,204 | $415K |
| Tortoise Investment Management, LLC | 0.04% | No change | 2,197 | $413K |
| Old Mission Investment Co LLC | 0.12% | Reduce -7.0% | 2,191 | $412K |
| Rockwood Wealth Management, LLC | 0.04% | No change | 2,191 | $412K |
| Oder Investment Management, LLC | 0.35% | Add +3.8% | 2,188 | $412K |
| Bravias Capital Group, LLC | 0.33% | Reduce -4.5% | 2,187 | $412K |
| Endeavor Private Wealth, Inc. | 0.22% | Add +80.2% | 2,186 | $411K |
| Hazlett, Burt & Watson, Inc. | 0.18% | Reduce -36.2% | 2,177 | $410K |
| Kestra Investment Management, LLC | 0.01% | Add +7966.7% | 2,178 | $410K |
| GenTrust, LLC | 0.02% | New | 2,175 | $409K |
| Hollow Brook Wealth Management LLC | 0.12% | No change | 2,170 | $408K |
| Centerpoint Advisors, LLC | 0.15% | No change | 2,170 | $408K |
| Oliver Luxxe Assets LLC | 0.08% | Reduce -21.9% | 2,165 | $407K |
| Global Assets Advisory, LLC | 0.08% | New | 2,289 | $407K |
| Strategic Financial Partners, Ltd. | 0.21% | No change | 2,162 | $407K |
| Jentner Corp | 0.12% | Reduce -1.2% | 2,158 | $406K |
| Bison Wealth, LLC | 0.04% | New | 2,222 | $405K |
| Gibson Capital, LLC | 0.09% | No change | 2,146 | $404K |
| Cornerstone Wealth Group, LLC | 0.03% | No change | 2,144 | $403K |
| Global Trust Asset Management, LLC | 0.25% | Reduce -5.3% | 2,137 | $402K |
| Delta Financial Group, Inc. | 0.09% | Reduce -0.8% | 2,117 | $402K |
| Power Wealth Management LLC | 0.16% | Reduce -1.4% | 2,131 | $401K |
| Tyler-Stone Wealth Management | 0.07% | No change | 2,130 | $401K |
| Weatherly Asset Management L. P. | 0.04% | No change | 2,128 | $400K |
| First Nebraska Trust Co | 0.04% | No change | 2,112 | $397K |
| Cornerstone Advisors Asset Management, LLC | 0.08% | New | 2,103 | $396K |
| Strategic Family Wealth Counselors, L.L.C. | 0.13% | Add +0.3% | 2,101 | $395K |
| AssuredPartners Investment Advisors, LLC | 0.08% | Reduce -1.0% | 2,101 | $395K |
| Advisory Alpha, LLC | 0.01% | Add +0.1% | 2,100 | $395K |
| Fisher Asset Management | 0.00% | Reduce -49.9% | 2,094 | $394K |
| Transcend Capital Advisors, LLC | 0.03% | Reduce -4.3% | 2,093 | $394K |
| McCarthy & Cox | 0.17% | Reduce -8.7% | 2,089 | $393K |
| Willner & Heller, LLC | 0.36% | Add +0.4% | 2,083 | $392K |
| Smartleaf Asset Management LLC | 0.04% | Add +105.6% | 2,103 | $392K |
| Miller Howard Investments Inc. | 0.01% | Reduce -60.6% | 2,082 | $392K |
| Lee, Kelleher & Klein Wealth Management | 0.29% | No change | 2,081 | $392K |
| Talon Private Wealth, LLC | 0.05% | New | 2,018 | $389K |
| Financial Life Planners | 0.38% | Add +7.3% | 2,063 | $388K |
| Russell Investments Group, Ltd. | 0.00% | Add +1.6% | 2,058 | $387K |
| DGS Capital Management, LLC | 0.10% | Reduce -3.6% | 2,046 | $385K |
| Greenspring Advisors, LLC | 0.09% | No change | 2,040 | $384K |
| Advisor OS, LLC | 0.04% | Reduce -42.0% | 2,040 | $384K |
| Canal Capital Management, LLC | 0.06% | Add +0.4% | 2,034 | $383K |
| Triangle Securities Wealth Management | 0.10% | No change | 2,031 | $382K |
| Elequin Capital, LP | 0.10% | New | 2,028 | $382K |
| Armstrong Advisory Group, Inc. | 0.03% | No change | 2,054 | $380K |
| Obsidian Cio, LLC | 0.06% | Add +13.3% | 2,017 | $380K |
| MCF Advisors LLC | 0.03% | No change | 2,015 | $379K |
| Members Trust Co | 0.01% | No change | 2,011 | $378K |
| Matisse Capital | 0.20% | Add +0.1% | 2,009 | $378K |
| Wells Trecaso Financial Group, LLC | 0.12% | No change | 1,971 | $371K |
| Gray Private Wealth, LLC | 0.22% | No change | 1,970 | $371K |
| Park Edge Advisors, LLC | 0.10% | Reduce -84.6% | 1,969 | $370K |
| Hamilton Point Investment Advisors, LLC | 0.07% | No change | 1,965 | $370K |
| Cozad Asset Management Inc. | 0.04% | Reduce -10.0% | 1,961 | $369K |
| Y-Intercept (Hong Kong) Ltd | 0.03% | Add +23.9% | 1,958 | $368K |
| Cobblestone Capital Advisors LLC | 0.02% | Reduce -3.5% | 1,956 | $368K |
| Mascagni Wealth Management, Inc. | 0.37% | No change | 1,955 | $368K |
| Campion Asset Management | 0.28% | Reduce -2.5% | 1,943 | $366K |
| Armstrong, Fleming & Moore, Inc | 0.44% | New | 1,940 | $365K |
| Rockland Trust Co. | 0.02% | No change | 1,940 | $365K |
| MSH Capital Advisors LLC | 0.11% | Reduce -6.3% | 1,937 | $364K |
| Cassia Capital Partners, LLC | 0.23% | No change | 1,936 | $364K |
| Carnegie Investment Counsel | 0.01% | No change | 2,146 | $363K |
| NovaPoint Capital, LLC | 0.11% | No change | 1,928 | $363K |
| McDonald Partners LLC | 0.09% | No change | 1,915 | $360K |
| Safeguard Financial, LLC | 0.08% | Reduce -0.4% | 1,915 | $360K |
| Horizon Investment Services, LLC | 0.17% | Reduce -1.0% | 1,911 | $360K |
| Arbor Wealth Advisors LLC | 0.32% | No change | 1,910 | $359K |
| Beacon Capital Management, LLC | 0.05% | Add +0.4% | 1,909 | $359K |
| Integris Wealth Management, LLC | 0.10% | No change | 1,900 | $358K |
| Journey Advisory Group, LLC | 0.03% | Add +0.1% | 1,898 | $357K |
| Poehling Capital Management, INC. | 0.09% | No change | 1,889 | $355K |
| Advisor Resource Council | 0.03% | New | 2,404 | $354K |
| Bay Capital Advisors, LLC | 0.30% | Reduce -5.2% | 1,883 | $354K |
| Glen Eagle Advisors, LLC | 0.06% | Reduce -6.2% | 1,879 | $354K |
| IFG Advisors, LLC | 0.07% | Reduce -0.1% | 1,878 | $353K |
| WASHINGTON TRUST Co | 0.01% | No change | 1,872 | $352K |
| Pittenger & Anderson Inc. | 0.01% | No change | 1,870 | $352K |
| Ironwood Investment Management LLC | 0.19% | No change | 1,867 | $351K |
| Single Point Partners, LLC | 0.08% | Add +50.2% | 1,866 | $351K |
| Pinnacle Bancorp, Inc. | 0.11% | Add +0.4% | 1,865 | $351K |
| Richard P Slaughter Associates Inc | 0.08% | Reduce -0.4% | 1,865 | $351K |
| LJI Wealth Management, LLC | 0.07% | No change | 1,850 | $348K |
| PACK Private Wealth, LLC | 0.21% | No change | 1,842 | $347K |
| Ritter Daniher Financial Advisory LLC / DE | 0.09% | No change | 1,842 | $347K |
| Alliance Wealth Management Group | 0.09% | Reduce -8.7% | 1,838 | $346K |
| ShoreHaven Wealth Partners, LLC | 0.17% | Reduce -1.9% | 1,836 | $346K |
| MBL Wealth, LLC | 0.04% | Reduce -0.5% | 1,834 | $345K |
| Cathy Pareto & Associates, Inc. | 0.30% | Reduce -5.1% | 1,815 | $342K |
| Philip James Wealth Mangement, LLC | 0.04% | Reduce -15.2% | 1,812 | $341K |
| Farmers National Bank | 0.10% | No change | 1,805 | $340K |
| Cypress Capital Group | 0.04% | No change | 1,805 | $340K |
| Davis R M Inc. | 0.01% | Add +4.5% | 1,802 | $339K |
| GW&K Investment Management, LLC | 0.00% | Reduce -15.5% | 1,804 | $339K |
| NWF Advisory Services Inc. | 0.05% | Add +14.0% | 1,796 | $338K |
| McIlrath & Eck, LLC | 0.04% | Reduce -11.5% | 1,794 | $337K |
| Tanager Wealth Management LLP | 0.04% | No change | 1,791 | $337K |
| Integrity Alliance, Llc. | 0.01% | New | 1,788 | $336K |
| CWS Financial Advisors, LLC | 0.11% | Add +0.3% | 1,784 | $336K |
| Madison Wealth Partners, Inc | 0.08% | Reduce -0.3% | 1,783 | $336K |
| LaFleur & Godfrey LLC | 0.05% | No change | 1,779 | $335K |
| Charles Schwab Trust Co | 0.03% | Reduce -48.2% | 1,777 | $334K |
| Vantage Point Financial LLC | 0.17% | Reduce -5.4% | 1,765 | $332K |
| Altus Wealth Management, LLC | 0.16% | No change | 1,761 | $331K |
| Rice Partnership, LLC | 0.07% | Reduce -16.9% | 1,761 | $331K |
| Fairway Wealth LLC | 0.12% | Add +0.7% | 1,758 | $331K |
| Kingswood Wealth Advisors, LLC | 0.03% | Add +11.8% | 1,757 | $331K |
| St Germain D J Co. Inc. | 0.02% | Reduce -37.9% | 1,756 | $330K |
| Wealth Management Partners, LLC | 0.15% | No change | 1,751 | $329K |
| Rathbones Group PLC | 0.00% | Add +2.5% | 1,747 | $329K |
| Rainey & Randall Wealth Advisors Inc. | 0.06% | Add +10.5% | 1,746 | $328K |
| Acima Private Wealth, LLC | 0.12% | No change | 1,743 | $328K |
| Forum Private Client Group LLC | 0.14% | Reduce -8.2% | 1,740 | $327K |
| Providence First Trust Co | 0.13% | No change | 1,734 | $326K |
| Blue Bell Private Wealth Management, LLC | 0.06% | Reduce -5.7% | 1,728 | $325K |
| Elk River Wealth Management LLC | 0.06% | No change | 1,727 | $325K |
| Stephenson & Company, Inc. | 0.21% | Reduce -7.3% | 1,725 | $325K |
| King Wealth Management Group | 0.05% | Add +11.5% | 1,720 | $324K |
| Riverbend Wealth Management, LLC | 0.29% | Reduce -1.9% | 1,720 | $324K |
| Edgestream Partners, L.P. | 0.01% | New | 1,719 | $323K |
| Cordgrass Capital Advisors, LLC | 0.09% | No change | 1,715 | $323K |
| AlphaCore Capital LLC | 0.03% | New | 1,709 | $321K |
| Moors & Cabot, Inc. | 0.02% | Reduce -1.4% | 1,706 | $321K |
| Cibc World Market Inc. | 0.00% | Add +2.4% | 1,702 | $320K |
| Highline Wealth Partners LLC | 0.11% | Reduce -2.0% | 1,700 | $320K |
| Alpha Cubed Investments, LLC | 0.01% | Reduce -30.8% | 1,690 | $318K |
| Clark Capital Management Group, Inc. | 0.00% | Add +31.0% | 1,690 | $318K |
| Berkeley, Inc | 0.15% | Reduce -12.2% | 1,686 | $317K |
| Ignite Planners, LLC | 0.06% | Add +1.6% | 1,741 | $317K |
| Aveo Capital Partners, LLC | 0.05% | Reduce -52.0% | 1,721 | $317K |
| Emergent Wealth Advisors, LLC | 0.23% | Add +0.4% | 1,682 | $317K |
| JNBA Financial Advisors | 0.03% | No change | 1,681 | $316K |
| World Equity Group, Inc. | 0.09% | Reduce -46.9% | 1,680 | $316K |
| Ameritas Investment Partners, Inc. | 0.01% | Add +63.8% | 1,671 | $314K |
| Stablepoint Partners, LLC | 0.06% | Reduce -2.5% | 1,666 | $313K |
| Team Hewins, LLC | 0.12% | Reduce -9.3% | 1,664 | $313K |
| Farmers & Merchants Trust Co of Chambersburg PA | 0.11% | Reduce -19.4% | 1,664 | $313K |
| Aspire Private Capital, LLC | 0.08% | No change | 1,660 | $312K |
| James J. Burns & Company, LLC | 0.06% | Reduce -5.0% | 1,660 | $312K |
| Sharp Wealth Advisory, LLC | 0.24% | No change | 1,658 | $312K |
| Jackson, Grant Investment Advisers, Inc. | 0.12% | No change | 1,653 | $311K |
| MFA Wealth Services | 0.26% | Add +0.4% | 1,653 | $311K |
| LongView Wealth Management | 0.09% | Add +37.6% | 1,651 | $311K |
| S.E.E.D. Planning Group LLC | 0.10% | No change | 1,649 | $310K |
| Wealthfront Advisers LLC | 0.00% | Add +36.2% | 1,641 | $309K |
| Total Wealth Planning, LLC | 0.05% | No change | 1,635 | $308K |
| Causey Wealth LLC | 0.17% | Reduce -12.3% | 1,631 | $307K |
| Aerodigm Wealth, LLC | 0.17% | No change | 1,629 | $307K |
| Matrix Private Capital Group LLC | 0.18% | Add +0.1% | 1,625 | $306K |
| BCGM Wealth Management, LLC | 0.09% | Add +0.1% | 1,625 | $306K |
| Pinnacle Wealth Management Group, Inc. | 0.21% | Reduce -12.2% | 1,622 | $305K |
| Principle Wealth Partners LLC | 0.02% | No change | 1,620 | $305K |
| Brio Consultants, LLC | 0.05% | New | 1,610 | $303K |
| LVW Advisors, LLC | 0.04% | Reduce -12.9% | 1,598 | $301K |
| Persium Advisors, LLC | 0.28% | No change | 1,592 | $300K |
| Pillar Financial Advisors, LLC | 0.22% | No change | 1,587 | $299K |
| Baker Ellis Asset Management LLC | 0.04% | No change | 1,587 | $299K |
| First PREMIER Bank | 0.08% | Reduce -6.0% | 1,580 | $298K |
| Elm Partners Management LLC | 0.02% | Reduce -0.1% | 1,583 | $298K |
| Jamison Private Wealth Management, Inc. | 0.05% | No change | 1,573 | $296K |
| Fort Washington Investment Advisors Inc. | 0.00% | No change | 1,571 | $296K |
| Spirepoint Private Client, LLC | 0.04% | No change | 1,561 | $294K |
| Watchman Group, Inc. | 0.08% | Reduce -6.1% | 1,558 | $293K |
| Elevation Point Wealth Partners, LLC | 0.03% | Reduce -82.8% | 1,558 | $293K |
| Stonehearth Capital Management, LLC | 0.12% | No change | 1,553 | $292K |
| Allium Financial Advisors, LLC | 0.27% | — | 1,551 | $292K |
| Doliver Advisors, LP | 0.08% | Reduce -6.1% | 1,550 | $292K |
| Point Windward Advisors Inc. | 0.12% | No change | 1,549 | $291K |
| Crewe Advisors LLC | 0.04% | Add +5.1% | 1,539 | $290K |
| Triad Wealth Partners, LLC | 0.09% | Reduce -8.6% | 1,536 | $289K |
| Trust Co | 0.03% | Reduce -2.9% | 1,532 | $288K |
| SteelPeak Wealth, LLC | 0.01% | Reduce -8.6% | 1,531 | $288K |
| CoreCap Advisors, LLC | 0.01% | Add +85.3% | 1,529 | $288K |
| Legacy Wealth Management, LLC | 0.02% | Add +1.5% | 1,527 | $287K |
| High Falls Advisors, Inc | 0.07% | New | 1,527 | $287K |
| Ewa, LLC | 0.11% | Reduce -5.9% | 1,524 | $287K |
| Private Wealth Partners, LLC | 0.02% | No change | 1,509 | $284K |
| Joel Adams & Associates, Inc. | 0.25% | New | 1,501 | $282K |
| Thompson Investment Management, Inc. | 0.04% | No change | 1,500 | $282K |
| SageView Advisory Group, LLC | 0.01% | Add +28.6% | 1,499 | $282K |
| Wealth Architects, LLC | 0.03% | No change | 1,497 | $282K |
| Stockman Wealth Management, Inc. | 0.04% | Reduce -5.4% | 1,490 | $280K |
| Rothschild Wealth LLC | 0.08% | No change | 1,490 | $280K |
| Vanguard Personalized Indexing Management, LLC | 0.00% | New | 1,487 | $280K |
| Franklin, Parlapiano, Turner & Welch, LLC | 0.08% | No change | 1,485 | $279K |
| Easterly Investment Partners LLC | 0.02% | New | 1,484 | $279K |
| Trilogy Capital Inc. | 0.01% | Reduce -32.0% | 1,480 | $279K |
| Ridgecrest Wealth Partners, LLC | 0.15% | No change | 1,480 | $278K |
| Nicholas Hoffman & Company, LLC. | 0.01% | No change | 1,461 | $275K |
| Stone Summit Wealth LLC | 0.09% | Reduce -18.0% | 1,459 | $275K |
| Bell Bank | 0.01% | No change | 1,455 | $274K |
| Moody LYNN Lieberson & Walker, LLC | 0.02% | No change | 1,449 | $273K |
| Wharton Business Group, LLC | 0.01% | New | 1,441 | $271K |
| Inscription Capital, LLC | 0.04% | — | 1,512 | $271K |
| Planwiser Financial, LLC | 0.24% | — | 1,471 | $271K |
| Keb Asset Management, LLC | 0.08% | No change | 1,432 | $270K |
| Echo Wealth Management, LLC | 0.18% | Reduce -0.5% | 1,428 | $269K |
| Formidable Asset Management, LLC | 0.04% | No change | 1,427 | $269K |
| Fermata Advisors, LLC | 0.05% | New | 1,426 | $268K |
| Verus Wealth Management, LLC | 0.29% | No change | 1,424 | $268K |
| Sollinda Capital Management LLC | 0.07% | No change | 1,423 | $268K |
| Roberts Glore & Co. Inc. | 0.08% | No change | 1,417 | $267K |
| WealthTrust Axiom LLC | 0.08% | No change | 1,414 | $266K |
| Granite Bay Wealth Management, LLC | 0.09% | Reduce -10.7% | 1,416 | $266K |
| FourThought Financial Partners, LLC | 0.03% | Add +21.2% | 1,413 | $266K |
| Wilkins Miller Wealth Management, LLC | 0.20% | No change | 1,412 | $266K |
| USAdvisors Wealth Management, LLC | 0.09% | Reduce -9.7% | 1,413 | $265K |
| EnRich Financial Partners LLC | 0.09% | No change | 1,408 | $265K |
| Benjamin Edwards Inc. | 0.00% | Reduce -0.3% | 1,403 | $264K |
| Mechanics Bank Trust Department | 0.04% | Reduce -13.8% | 1,400 | $263K |
| Summit Investment Advisory Services, LLC | 0.13% | No change | 1,399 | $263K |
| FFT Wealth Management LLC | 0.06% | No change | 1,398 | $263K |
| Ledyard National Bank | 0.03% | Reduce -6.6% | 1,392 | $262K |
| St. Clair Advisors, LLC | 0.07% | Reduce -34.4% | 1,389 | $261K |
| Koshinski Asset Management, Inc. | 0.02% | Add +2.2% | 1,386 | $261K |
| Northwest Quadrant Wealth Management, LLC | 0.06% | Reduce -5.7% | 1,377 | $259K |
| NBT Bank, N.A. | 0.02% | No change | 1,375 | $259K |
| Planning Alternatives Ltd. | 0.04% | No change | 1,373 | $258K |
| Beaird Harris Wealth Management, LLC | 0.02% | Reduce -8.8% | 1,369 | $258K |
| Activest Wealth Management | 0.07% | No change | 1,368 | $257K |
| Marshall & Sterling Wealth Advisors Inc. | 0.17% | Reduce -21.7% | 1,368 | $257K |
| Gerber Kawasaki Wealth & Investment Management | 0.01% | Add +9.0% | 1,367 | $257K |
| Balentine LLC | 0.01% | No change | 1,363 | $256K |
| Horst & Graben Wealth Management LLC | 0.05% | Reduce -4.2% | 1,360 | $256K |
| Cornerstone Management, Inc. | 0.05% | Reduce -6.1% | 1,358 | $256K |
| Donaldson Capital Management, LLC | 0.01% | Reduce -9.0% | 1,353 | $255K |
| Smith Salley Wealth Management | 0.02% | Reduce -8.4% | 1,352 | $254K |
| 180 Wealth Advisors, LLC | 0.04% | Add +0.4% | 1,347 | $253K |
| Alliance Wealth Advisors, LLC | 0.15% | No change | 1,345 | $253K |
| Oak Family Advisors, LLC | 0.10% | Reduce -8.1% | 1,344 | $253K |
| Grey Ledge Advisors, LLC | 0.07% | Add +1.4% | 1,341 | $252K |
| Sabal Trust CO | 0.01% | Reduce -1.5% | 1,340 | $252K |
| GM Advisory Group, LLC | 0.01% | Add +0.2% | 1,339 | $252K |
| Manuka Financial, LLC | 0.16% | New | 1,333 | $251K |
| Harmony Asset Management LLC | 0.11% | No change | 1,332 | $251K |
| Monument Capital Management | 0.08% | No change | 1,331 | $250K |
| Equita Financial Network, Inc. | 0.09% | New | 1,330 | $250K |
| HM Payson & Co. | 0.00% | No change | 1,329 | $250K |
| Proactive Wealth Strategies LLC | 0.13% | Add +0.5% | 1,329 | $250K |
| Motco | 0.03% | No change | 1,328 | $250K |
| TCFG Wealth Management, LLC | 0.13% | New | 1,327 | $250K |
| Keebeck Wealth Management | 0.04% | Add +3.2% | 1,323 | $249K |
| Transform Wealth, LLC | 0.01% | No change | 1,318 | $248K |
| Sicart Associates LLC | 0.09% | No change | 1,317 | $248K |
| Five Oceans Advisors | 0.12% | No change | 1,315 | $247K |
| Lokken Investment Group LLC | 0.10% | No change | 1,314 | $247K |
| Signature Wealth Management Partners, LLC | 0.16% | Add +7.0% | 1,308 | $246K |
| MorganRosel Wealth Management, LLC | 0.07% | Reduce -17.0% | 1,307 | $246K |
| Bright Futures Wealth Management, LLC. | 0.27% | Reduce -5.3% | 1,419 | $245K |
| Lansing Street Advisors | 0.08% | Add +0.4% | 1,301 | $245K |
| Cullen Capital Management, LLC | 0.00% | Reduce -99.2% | 1,294 | $243K |
| Future You Wealth LLC | 0.16% | No change | 1,293 | $243K |
| Gordian Advisors LLC | 0.19% | No change | 1,293 | $243K |
| Capital Management Associates, Inc | 0.05% | New | 1,288 | $242K |
| Abacus Wealth Partners, LLC | 0.04% | No change | 1,279 | $241K |
| QTR Family Wealth, LLC | 0.18% | — | 1,278 | $241K |
| MTM Investment Management, LLC | 0.09% | Add +0.1% | 1,280 | $240K |
| S.A. Mason LLC | 0.13% | No change | 1,277 | $240K |
| Orion Capital Management LLC | 0.10% | No change | 1,274 | $240K |
| PDS Planning, Inc | 0.02% | Reduce -3.6% | 1,273 | $240K |
| RMR Capital Management, LLC | 0.17% | No change | 1,273 | $240K |
| Sunbelt Securities, Inc. | 0.02% | Reduce -80.1% | 1,272 | $239K |
| Greatmark Investment Partners, Inc. | 0.03% | No change | 1,270 | $239K |
| Crews Bank & Trust | 0.04% | Reduce -0.8% | 1,269 | $239K |
| Pecaut & Co. | 0.08% | New | 1,265 | $238K |
| LPF Advisors LLC | 0.19% | No change | 1,263 | $238K |
| Ascentis Independent Advisors | 0.05% | Reduce -33.4% | 1,255 | $236K |
| Grandfield & Dodd, LLC | 0.01% | Reduce -19.4% | 1,255 | $236K |
| KCM Investment Advisors LLC | 0.01% | No change | 1,255 | $236K |
| Montis Financial, LLC | 0.07% | Reduce -45.8% | 1,253 | $236K |
| Addison Advisors LLC | 0.06% | No change | 1,250 | $235K |
| Patten & Patten Inc. | 0.02% | Add +0.1% | 1,247 | $235K |
| Eagle Rock Investment Company, LLC | 0.04% | New | 1,239 | $233K |
| Selective Wealth Management, Inc. | 0.10% | No change | 1,324 | $233K |
| Windsor Advisory Group, LLC | 0.30% | No change | 1,238 | $233K |
| Atwood & Palmer Inc. | 0.02% | No change | 1,234 | $232K |
| Christensen, King & Associates Investment Services, Inc. | 0.11% | Reduce -8.5% | 1,225 | $232K |
| Thoroughbred Financial Services, LLC | 0.01% | Reduce -61.3% | 1,232 | $231K |
| Barnes Pettey Financial Advisors, LLC | 0.18% | No change | 1,223 | $230K |
| Warren Street Wealth Advisors, LLC | 0.09% | New | 1,222 | $230K |
| Beacon Bank & Trust | 0.06% | No change | 1,213 | $228K |
| Alpha Financial Partners LLC | 0.18% | Reduce -0.4% | 1,211 | $228K |
| Northstar Asset Management Inc. | 0.07% | Reduce -15.2% | 1,210 | $228K |
| Leigh Baldwin & Co., LLC | 0.18% | Add +1.0% | 1,209 | $228K |
| Greenhouse Wealth Management, LLC | 0.17% | Reduce -1.0% | 1,209 | $227K |
| Frank, Rimerman Advisors LLC | 0.02% | Reduce -30.1% | 1,208 | $227K |
| Commons Capital, LLC | 0.21% | Add +0.2% | 1,208 | $227K |
| Missouri Trust & Investment Co | 0.08% | No change | 1,200 | $226K |
| GC Wealth Management RIA, LLC | 0.04% | Reduce -0.3% | 1,195 | $225K |
| Penobscot Investment Management Company, Inc. | 0.02% | New | 1,195 | $225K |
| Spectrum Wealth Counsel, LLC | 0.03% | New | 1,187 | $223K |
| Trek Financial, LLC | 0.02% | No change | 1,187 | $223K |
| Pinkerton Wealth, LLC | 0.03% | New | 1,185 | $223K |
| Roundview Capital LLC | 0.02% | No change | 1,185 | $223K |
| 44 Wealth Management LLC | 0.08% | New | 1,185 | $223K |
| Elwood & Goetz Wealth Advisory Group, LLC | 0.05% | New | 1,183 | $223K |
| WBH Advisory Inc. | 0.02% | Reduce -0.3% | 1,177 | $221K |
| Monument Group Wealth Advisors, LLC | 0.15% | Add +7.9% | 1,175 | $221K |
| Patriot Investment Management Group, Inc. | 0.02% | No change | 1,173 | $221K |
| Parr McKnight Wealth Management Group, LLC | 0.03% | No change | 1,172 | $221K |
| Impact Capital Partners LLC | 0.08% | Reduce -50.3% | 1,167 | $220K |
| Jackson Thornton Wealth Management, LLC | 0.03% | New | 1,245 | $220K |
| Commonwealth Retirement Investments LLC | 0.09% | No change | 1,166 | $219K |
| Heritage Wealth Management, Inc. | 0.19% | New | 1,164 | $219K |
| Enterprise Bank & Trust Co | 0.08% | No change | 1,164 | $219K |
| Rappaport Reiches Capital Management, LLC | 0.05% | No change | 1,163 | $219K |
| Financial Advisory Corp | 0.04% | Add +0.2% | 1,163 | $219K |
| Sharper & Granite LLC | 0.09% | Reduce -4.9% | 1,159 | $218K |
| Braun Stacey Associates Inc. | 0.01% | Reduce -4.9% | 1,155 | $217K |
| Brookmont Capital Management | 0.12% | No change | 1,144 | $215K |
| Texas Capital Bancshares Inc | 0.09% | No change | 1,144 | $215K |
| Catalyst Financial Partners LLC | 0.04% | No change | 1,143 | $215K |
| Daymark Wealth Partners, LLC | 0.01% | Add +0.2% | 1,140 | $215K |
| Northern Financial Advisors Inc | 0.18% | No change | 1,134 | $213K |
| Millennium Capital Advisors, LLC | 0.16% | No change | 1,134 | $213K |
| FSM Wealth Advisors, LLC | 0.05% | Reduce -8.2% | 1,132 | $213K |
| SK Wealth Management, LLC | 0.11% | Add +0.2% | 1,230 | $213K |
| Burns J W & Co. Inc. | 0.03% | New | 1,130 | $213K |
| Founders Financial Securities LLC | 0.02% | New | 1,174 | $213K |
| Probity Advisors, Inc. | 0.04% | No change | 1,124 | $211K |
| Insight Wealth Strategies, LLC | 0.03% | Add +0.1% | 1,120 | $211K |
| Bluespring Wealth Management, LLC | 0.02% | No change | 1,116 | $210K |
| Harbor Group, Inc. | 0.04% | New | 1,116 | $210K |
| Novem Group | 0.03% | New | 1,113 | $209K |
| Verus Capital Partners, LLC | 0.02% | New | 1,108 | $209K |
| Barnes Wealth Management Group, Inc | 0.13% | New | 1,107 | $208K |
| Kathmere Capital Management, LLC | 0.02% | No change | 1,103 | $208K |
| High Net Worth Advisory Group LLC | 0.06% | No change | 1,101 | $207K |
| V2 Financial group LLC | 0.13% | No change | 1,100 | $207K |
| Nvwm, LLC | 0.06% | No change | 1,100 | $207K |
| Schroder Investment Management Group | 0.00% | No change | 1,100 | $207K |
| Falcon Wealth Planning | 0.02% | No change | 1,095 | $206K |
| Bluesphere Advisors LLC | 0.12% | Add +0.4% | 1,095 | $206K |
| Pacifica Partners Inc. | 0.09% | No change | 1,135 | $206K |
| Blue Investment Partners LLC | 0.08% | No change | 1,092 | $205K |
| Inspire Advisors, LLC | 0.02% | New | 1,084 | $204K |
| Values Added Financial LLC | 0.11% | No change | 1,083 | $204K |
| Liberty Square Wealth Partners LLC | 0.08% | No change | 1,082 | $204K |
| Coordinated Financial Services, Inc. | 0.16% | — | 1,076 | $202K |
| Seneschal Advisors, LLC | 0.17% | Reduce -2.3% | 1,074 | $202K |
| West Financial Advisors, LLC | 0.04% | No change | 1,070 | $201K |
| Hourglass Capital, LLC | 0.05% | Reduce -9.8% | 1,069 | $201K |
| Pines Wealth Management, LLC | 0.09% | No change | 1,205 | $201K |
| Twelve Points Wealth Management LLC | 0.05% | New | 1,066 | $201K |
| Meridian Financial Partners LLC | 0.10% | New | 1,065 | $200K |
| Vaughan David Investments LLC | 0.00% | New | 1,063 | $200K |
| Copia Wealth Management | 0.18% | No change | 1,055 | $199K |
| Robinswood Financial LLC | 0.07% | Add +0.4% | 1,053 | $198K |
| Luken Investment Analytics, LLC | 0.09% | No change | 1,047 | $197K |
| Hurley Capital, LLC | 0.14% | Add +0.2% | 1,008 | $190K |
| City State Bank | 0.06% | No change | 1,002 | $189K |
| Pin Oak Investment Advisors Inc. | 0.14% | No change | 1,248 | $187K |
| Founders Capital Management | 0.12% | No change | 984 | $185K |
| TFC Financial Management, Inc. | 0.03% | No change | 983 | $185K |
| von Borstel & Associates, Inc. | 0.05% | New | 976 | $183K |
| Parkworth Wealth Management, Inc. | 0.15% | Reduce -1.2% | 971 | $183K |
| West Branch Capital LLC | 0.06% | No change | 940 | $177K |
| Realta Investment Advisors | 0.08% | Add +14.1% | 939 | $177K |
| Centaurus Financial, Inc. | 0.01% | Add +7.7% | 938 | $176K |
| S&T Bank | 0.06% | No change | 922 | $173K |
| Granite FO LLC | 0.10% | Add +0.2% | 906 | $171K |
| IAG Wealth Partners, LLC | 0.03% | No change | 879 | $165K |
| Medallion Wealth Advisors, LLC | 0.07% | No change | 872 | $164K |
| WealthCollab, LLC | 0.10% | No change | 863 | $162K |
| NFSG Corp | 0.04% | Add +17.1% | 861 | $162K |
| Millstone Evans Group, LLC | 0.11% | Add +641.4% | 860 | $162K |
| TD Waterhouse Canada Inc. | 0.00% | Add +12.6% | 811 | $152K |
| Bear Mountain Capital, Inc. | 0.06% | No change | 832 | $151K |
| Register Financial Advisors LLC | 0.08% | Add +0.5% | 801 | $151K |
| Winnacle Wealth LLC | 0.14% | No change | 796 | $150K |
| Dunhill Financial, LLC | 0.07% | Add +0.4% | 775 | $146K |
| DB Fitzpatrick & Co, Inc | 0.14% | No change | 769 | $145K |
| Moisand Fitzgerald Tamayo, LLC | 0.02% | Reduce -13.3% | 763 | $144K |
| Evelyn Partners Asset Management Ltd | 0.04% | No change | 747 | $141K |
| 3Chopt Investment Partners, LLC | 0.04% | New | 738 | $139K |
| Noble Wealth Management PBC | 0.09% | Reduce -6.9% | 730 | $137K |
| GPS Wealth Strategies Group, LLC | 0.02% | Add +4.8% | 727 | $137K |
| Hills Bank & Trust Co | 0.01% | No change | 725 | $136K |
| Union Savings Bank | 0.07% | No change | 708 | $133K |
| Cloud Capital Management, LLC | 0.09% | — | 700 | $131K |
| Wood Tarver Financial Group, LLC | 0.04% | No change | 687 | $129K |
| Caldwell Sutter Capital, Inc. | 0.06% | Add +17.4% | 674 | $127K |
| First Pacific Financial | 0.03% | Add +15.8% | 673 | $127K |
| Sellwood Investment Partners LLC | 0.06% | No change | 660 | $124K |
| Vestor Capital, LLC | 0.01% | Reduce -1.1% | 659 | $124K |
| Advyzon Investment Management, LLC | 0.04% | New | 645 | $121K |
| Creative Financial Designs Inc. | 0.01% | Reduce -26.7% | 629 | $118K |
| MilWealth Group LLC | 0.03% | No change | 618 | $116K |
| Laurel Wealth Advisors LLC | 0.02% | Add +9.3% | 602 | $113K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.05% | No change | 598 | $113K |
| Catherine Avery Investment Management LLC | 0.10% | No change | 592 | $111K |
| Morgan Dempsey Capital Management LLC | 0.05% | Reduce -64.7% | 592 | $111K |
| Wolff Wiese Magana LLC | 0.07% | No change | 583 | $110K |
| Palouse Capital Management, Inc. | 0.07% | No change | 577 | $109K |
| Avalon Trust Co | 0.01% | No change | 558 | $105K |
| West Paces Advisors Inc. | 0.02% | No change | 531 | $100K |
| SYM FINANCIAL Corp | 0.01% | No change | 527 | $99K |
| Provident Wealth Management, LLC | 0.03% | Add +3125.0% | 516 | $97K |
| Wayfinding Financial, LLC | 0.04% | New | 505 | $95K |
| Cherry Tree Wealth Management, LLC | 0.02% | Add +9.0% | 498 | $94K |
| Jackson Hole Capital Partners, LLC | 0.02% | Add +101.2% | 497 | $94K |
| United Community Bank | 0.03% | No change | 492 | $93K |
| Bernard Wealth Management Corp. | 0.04% | No change | 487 | $92K |
| Arcadia Investment Advisors LLC | 0.05% | No change | 483 | $91K |
| Concord Wealth Partners | 0.01% | Add +452.9% | 481 | $90K |
| ESL Trust Services, LLC | 0.02% | No change | 479 | $90K |
| Capital Investment Counsel, Inc | 0.01% | Add +375.0% | 475 | $89K |
| Hopwood Financial Services, Inc. | 0.07% | No change | 474 | $89K |
| Sachetta, LLC | 0.04% | No change | 470 | $88K |
| Tompkins Financial Corp. | 0.01% | No change | 462 | $87K |
| Investors Research Corp | 0.02% | No change | 458 | $86K |
| TD Capital Management LLC | 0.01% | No change | 454 | $85K |
| Sterling Capital Management LLC | 0.00% | Reduce -99.2% | 450 | $85K |
| Sound Income Strategies, LLC | 0.00% | Add +43.8% | 420 | $79K |
| Halbert Hargrove Global Advisors, LLC | 0.00% | Add +140.8% | 419 | $79K |
| Nova Wealth Management, Inc. | 0.07% | No change | 409 | $77K |
| Field & Main Bank | 0.03% | No change | 407 | $77K |
| North Capital, Inc. | 0.07% | — | 396 | $75K |
| Center for Financial Planning, Inc. | 0.01% | No change | 390 | $73K |
| Smithfield Trust Co | 0.00% | No change | 390 | $73K |
| IFS Advisors, LLC | 0.06% | No change | 383 | $72K |
| Harvest Fund Management Co., Ltd | 0.00% | No change | 381 | $72K |
| Financial Gravity Asset Management, Inc. | 0.02% | — | 378 | $71K |
| TruNorth Capital Management, LLC | 0.02% | No change | 377 | $71K |
| SRH Advisors, LLC | 0.02% | No change | 370 | $70K |
| MGB Wealth Management, LLC | 0.02% | New | 364 | $68K |
| Topsail Wealth Management, LLC | 0.01% | Reduce -18.8% | 349 | $66K |
| Sittner & Nelson, LLC | 0.03% | No change | 346 | $65K |
| Westside Investment Management, Inc. | 0.01% | No change | 344 | $65K |
| Atlantic Edge Private Wealth Management, LLC | 0.02% | No change | 326 | $61K |
| Main Management LLC | 0.01% | No change | 323 | $61K |
| First Command Advisory Services, Inc. | 0.00% | Reduce -42.6% | 322 | $61K |
| Abound Financial, LLC | 0.03% | New | 306 | $58K |
| CNB Bank | 0.03% | No change | 305 | $57K |
| Wealth Preservation Advisors, LLC | 0.04% | — | 304 | $57K |
| Rosenberg Matthew Hamilton | 0.01% | No change | 304 | $57K |
| MPWM Advisory Solutions, LLC | 0.04% | No change | 303 | $57K |
| Atlantic Private Wealth, LLC | 0.04% | No change | 301 | $57K |
| Future Financial Wealth Managment LLC | 0.04% | No change | 300 | $56K |
| Northwest Capital Management Inc | 0.02% | No change | 298 | $56K |
| Salomon & Ludwin, LLC | 0.01% | Reduce -32.0% | 297 | $56K |
| Piscataqua Savings Bank | 0.05% | No change | 290 | $55K |
| Richardson Financial Services Inc. | 0.04% | Reduce -19.7% | 285 | $54K |
| Old Second National Bank of Aurora | 0.01% | No change | 284 | $53K |
| Elevation Wealth Partners, LLC | 0.02% | Add +0.4% | 279 | $52K |
| Marshall Investment Management, LLC | 0.03% | No change | 275 | $52K |
| one8zero8, LLC | 0.01% | No change | 269 | $51K |
| North Star Investment Management Corp. | 0.00% | No change | 269 | $51K |
| Peachtree Investment Partners, LLC | 0.02% | No change | 265 | $50K |
| Centricity Wealth Management, LLC | 0.04% | No change | 250 | $47K |
| HHM Wealth Advisors, LLC | 0.01% | No change | 249 | $47K |
| Rise Advisors, LLC | 0.02% | Add +0.4% | 247 | $47K |
| Caldwell Trust Co | 0.01% | New | 247 | $46K |
| Tidemark, LLC | 0.02% | No change | 244 | $46K |
| Cornerstone Planning Group LLC | 0.01% | Reduce -21.9% | 253 | $45K |
| Global Financial Private Client, LLC | 0.02% | No change | 235 | $44K |
| Compass Planning Associates Inc | 0.04% | Reduce -70.8% | 234 | $44K |
| New England Capital Financial Advisors LLC | 0.02% | No change | 232 | $44K |
| Valley National Advisers Inc. | 0.01% | No change | 224 | $42K |
| Richardson Capital Management LLC | 0.03% | Add +55.9% | 223 | $42K |
| Milestone Investment Advisors LLC | 0.01% | New | 218 | $41K |
| JDM Financial Group LLC | 0.02% | Add +0.5% | 217 | $41K |
| N.E.W. Advisory Services LLC | 0.00% | New | 216 | $41K |
| Chilton Capital Management LLC | 0.00% | Add +14.9% | 216 | $41K |
| Amundi | 0.00% | Add +29.6% | 210 | $40K |
| Valley Wealth Managers, Inc. | 0.00% | Add +78.0% | 210 | $40K |
| Frazier Financial Advisors, LLC | 0.03% | No change | 207 | $39K |
| Abound Wealth Management | 0.01% | Add +0.5% | 203 | $38K |
| Prestige Wealth Management Group LLC | 0.01% | Reduce -44.3% | 201 | $38K |
| Creative Capital Management Investments LLC | 0.01% | New | 200 | $38K |
| Dakota Community Bank & Trust NA | 0.17% | New | 190 | $36K |
| VSM Wealth Advisory, LLC | 0.01% | No change | 185 | $35K |
| Peoples Financial Services Corp. | 0.02% | No change | 185 | $35K |
| SJS Investment Consulting Inc. | 0.01% | No change | 183 | $34K |
| Private Wealth Asset Management, LLC | 0.00% | — | 178 | $33K |
| Stephens Consulting, LLC | 0.01% | No change | 172 | $32K |
| Colonial Trust Advisors | 0.00% | No change | 169 | $32K |
| Hantz Financial Services, Inc. | 0.00% | Reduce -12.3% | 164 | $31K |
| Mb, Levis & Associates, LLC | 0.01% | No change | 164 | $31K |
| Studio Investment Management LLC | 0.01% | Reduce -5.8% | 162 | $30K |
| Delta Asset Management LLC | 0.00% | No change | 160 | $30K |
| Bellevue Asset Management, LLC | 0.02% | No change | 150 | $28K |
| Holos Integrated Wealth LLC | 0.02% | No change | 147 | $28K |
| Dynamic Wealth Strategies, LLC | 0.02% | New | 145 | $27K |
| Pineridge Advisors LLC | 0.01% | Reduce -69.0% | 143 | $27K |
| Flagship Wealth Advisors, LLC | 0.01% | No change | 143 | $27K |
| Howe & Rusling Inc. | 0.00% | Reduce -47.6% | 140 | $26K |
| Avion Wealth | 0.01% | No change | 144 | $26K |
| Versant Capital Management, Inc | 0.00% | No change | 138 | $26K |
| TCTC Holdings, LLC | 0.00% | No change | 136 | $26K |
| Richards, Merrill & Peterson, Inc. | 0.01% | Add +42.1% | 135 | $25K |
| Armor Investment Advisors, LLC | 0.01% | No change | 135 | $25K |
| Van Eck Associates Corp. | 0.00% | No change | 132 | $25K |
| Truvestments Capital LLC | 0.01% | New | 131 | $25K |
| Putney Financial Group LLC | 0.03% | No change | 130 | $24K |
| Brooklyn Investment Group | 0.01% | No change | 130 | $24K |
| Morton Brown Family Wealth, LLC | 0.01% | No change | 127 | $24K |
| Mark Sheptoff Financial Planning, LLC | 0.01% | No change | 126 | $24K |
| Perkins Coie Trust Co | 0.01% | No change | 125 | $24K |
| C M Bidwell & Associates Ltd. | 0.01% | No change | 124 | $23K |
| Tanaka Capital Management Inc. | 0.05% | No change | 123 | $23K |
| Capital A Wealth Management, LLC | 0.02% | Add +1009.1% | 122 | $23K |
| Syntax Research, Inc. | 0.02% | No change | 122 | $23K |
| Richard W. Paul & Associates, LLC | 0.01% | Reduce -51.8% | 122 | $23K |
| Twin Lakes Capital Management, LLC | 0.02% | New | 119 | $22K |
| Mowery & Schoenfeld Wealth Management, LLC | 0.04% | New | 118 | $22K |
| Stuart Chaussee & Associates, Inc. | 0.01% | No change | 117 | $22K |
| FSC Wealth Advisors, LLC | 0.01% | No change | 116 | $22K |
| Greenline Partners, LLC | 0.00% | No change | 110 | $21K |
| Fiduciary Advisors, Inc. | 0.02% | No change | 108 | $20K |
| POM Investment Strategies, LLC | 0.02% | No change | 106 | $20K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | No change | 106 | $20K |
| Eq Wealth Advisors, LLC | 0.02% | New | 103 | $19K |
| CarsonAllaria Wealth Management, Ltd. | 0.01% | No change | 98 | $19K |
| Legacy Wealth Managment, LLC | 0.01% | Add +164.9% | 98 | $18K |
| Financial Management Professionals, Inc. | 0.00% | No change | 96 | $18K |
| Fourth Dimension Wealth, LLC | 0.01% | No change | 91 | $17K |
| Financial Perspectives, Inc | 0.01% | No change | 87 | $16K |
| Comprehensive Financial Planning, Inc. | 0.02% | Add +39.3% | 85 | $16K |
| Cape Investment Advisory, Inc. | 0.01% | Add +6.0% | 71 | $13K |
| Accredited Wealth Management, LLC | 0.01% | No change | 70 | $13K |
| Evolution Advisers, Inc. | 0.01% | No change | 71 | $13K |
| Resources Management Corp. /CT/ | 0.00% | No change | 68 | $13K |
| GeoWealth Management, LLC | 0.00% | New | 68 | $13K |
| 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 |
| Cheviot Value Management, LLC | 0.00% | New | 65 | $12K |
| Bfsg, LLC | 0.00% | Reduce -26.5% | 61 | $11K |
| Nemes Rush Group LLC | 0.00% | No change | 60 | $11K |
| Ogorek Anthony Joseph /NY/ | 0.00% | No change | 60 | $11K |
| Integrity Financial Corp | 0.01% | No change | 58 | $11K |
| Ameriflex Group, Inc. | 0.00% | Reduce -61.3% | 58 | $11K |
| Luminist Capital LLC | 0.01% | No change | 56 | $11K |
| Elite Financial, Inc. | 0.01% | New | 55 | $10K |
| Hexagon Capital Partners LLC | 0.00% | No change | 49 | $9K |
| High Note Wealth, LLC | 0.00% | No change | 47 | $9K |
| Physician Wealth Advisors, Inc. | 0.00% | No change | 45 | $9K |
| Ridgewood Investments LLC | 0.00% | No change | 41 | $8K |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 40 | $8K |
| 10Elms LLP | 0.01% | No change | 38 | $7K |
| First Community Trust NA | 0.01% | No change | 36 | $7K |
| Aventura Private Wealth, LLC | 0.00% | Reduce -75.7% | 34 | $6K |
| Hoey Investments, Inc. | 0.00% | New | 32 | $6K |
| Global Wealth Strategies & Associates | 0.00% | No change | 30 | $6K |
| Transce3nd, LLC | 0.00% | Reduce -82.2% | 29 | $5K |
| Granite Investment Partners, LLC | 0.00% | No change | 29 | $5K |
| JP Wealth Management, Inc. | 0.00% | Add +18716.0% | 981,443 | $5K |
| Broadwater Capital Management LLC | 0.00% | No change | 26 | $5K |
| Horizons Wealth Management | 0.00% | No change | 25 | $5K |
| Legacy Bridge, LLC | 0.00% | Add +108.3% | 25 | $5K |
| Quest 10 Wealth Builders, Inc. | 0.00% | No change | 23 | $4K |
| Iron Horse Wealth Management, LLC | 0.00% | No change | 23 | $4K |
| Tucker Asset Management LLC | 0.00% | New | 21 | $4K |
| Toth Financial Advisory Corp. | 0.00% | No change | 20 | $4K |
| AllSquare Wealth Management LLC | 0.00% | No change | 20 | $4K |
| Safe Harbor Fiduciary, LLC | 0.00% | New | 19 | $4K |
| Whipplewood Advisors, LLC | 0.00% | New | 177 | $3K |
| Fairman Group, LLC | 0.00% | No change | 16 | $3K |
| Koesten, Hirschmann & Crabtree, INC. | 0.00% | No change | 14 | $3K |
| Trivant Custom Portfolio Group, LLC | 0.00% | Reduce -72.2% | 10 | $2K |
| Main Street Group, LTD | 0.00% | No change | 8 | $2K |
| Hughes Financial Services, LLC | 0.00% | New | 7 | $1K |
| Hara Capital LLC | 0.00% | No change | 5 | $941 |
| Keystone Global Partners, LLC | 0.00% | — | 1 | $188 |
| Parallax Volatility Advisers, L.P. | 0.00% | New | 1 | $188 |
| Beutel, Goodman & Co Ltd. | 0.00% | New | 1 | $0 |
"% 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.