iShares Russell 1000 Value EIWDETF
13F holders, Q3 2025 (September 30)1,754holders +16
93new positions
64sold out
7famous investors
$203.57avg. 13F price*
At the end of Q3 2025, 1,754 institutions reported holding iShares Russell 1000 Value E (IWD) in their 13F filings, up 16 from Q2 2025. 93 opened new positions and 64 sold out. The largest holders were Bank of America Corp. ($10.1B), Morgan Stanley ($7.4B) and Goldman Sachs Group Inc. ($2.3B). 7 famous investors held it, including Joel Greenblatt (0.1% of Gotham Asset Management's portfolio), Mario Gabelli (0.0% of GAMCO Investors's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- iShares Russell 1000 Value E
- CUSIP
- 464287598
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 93 | $55.0M |
| Exits | 64 | $108.6M |
All 13F filers, Q2 2025 → Q3 2025: 7,030,587 shares bought and 9,337,670 shares sold, net −2,307,083 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,754 holders
| Bank of America Corp. | 0.76% | Reduce -0.5% | 49,570,538 | $10.1B |
| Morgan Stanley | 0.45% | Add +2.0% | 36,383,111 | $7.4B |
| Goldman Sachs Group Inc. | 0.33% | Reduce -26.8% | 11,328,827 | $2.3B |
| FMR LLC | 0.10% | Add +11.5% | 9,860,128 | $2.0B |
| JPMorgan Chase & Co. | 0.12% | Reduce -2.6% | 8,912,762 | $1.8B |
| Financial Engines Advisors L.L.C. | 3.33% | Reduce -2.0% | 8,578,287 | $1.7B |
| UBS Group AG | 0.31% | Reduce -1.7% | 7,678,670 | $1.6B |
| Envestnet Asset Management Inc. | 0.39% | Add +1.4% | 6,693,245 | $1.4B |
| Baird Financial Group, Inc. | 1.84% | Add +6.5% | 5,618,785 | $1.1B |
| Raymond James Financial Inc. | 0.34% | Add +3.5% | 5,154,926 | $1.0B |
| Wells Fargo & Company | 0.20% | Reduce -1.7% | 4,900,539 | $997.7M |
| Northern Trust Corp. | 0.13% | Add +3.5% | 4,886,290 | $994.8M |
| LPL Financial LLC | 0.25% | Add +0.9% | 4,201,794 | $855.4M |
| Prudential Financial Inc. | 0.92% | Add +57.9% | 3,810,642 | $775.8M |
| M&T Bank Corp | 2.57% | Reduce -4.5% | 3,752,351 | $763.9M |
| PNC Financial Services Group, Inc. | 0.42% | Reduce -0.6% | 3,391,670 | $690.5M |
| Synovus Financial Corp. | 7.55% | Add +0.1% | 3,240,013 | $659.6M |
| Jasper Ridge Partners, L.P. | 11.57% | No change | 2,524,684 | $514.0M |
| Truist Financial Corp. | 0.62% | Reduce -0.9% | 2,238,926 | $455.8M |
| Royal Bank of Canada | 0.08% | Add +1.9% | 2,097,656 | $427.1M |
| Commonwealth Equity Services, LLC | 0.49% | Reduce -6.8% | 1,861,320 | $378.9M |
| GLOBALT Investments LLC / GA | 12.66% | Reduce -1.7% | 1,703,294 | $346.8M |
| Stifel Financial Corp. | 0.28% | Reduce -16.0% | 1,516,261 | $308.7M |
| Jones Financial Companies LLLP | 0.21% | Reduce -26.9% | 1,488,282 | $302.1M |
| Stairway Partners, LLC | 14.19% | Add +1.8% | 1,312,135 | $267.1M |
| Cetera Investment Advisers | 0.31% | Add +14.9% | 1,311,920 | $267.1M |
| Citigroup Inc. | 0.18% | Reduce -1.6% | 1,296,545 | $264.0M |
| Ameriprise Financial Inc. | 0.06% | Reduce -3.0% | 1,185,123 | $241.2M |
| Tiaa Trust, National Association | 0.57% | Reduce -1.9% | 1,150,526 | $234.0M |
| Rockefeller Capital Management L.P. | 0.45% | Add +1.1% | 1,121,182 | $228.3M |
| Pacific Life Fund Advisors LLC | 22.54% | Reduce -2.5% | 1,079,013 | $219.7M |
| HighTower Advisors, LLC | 0.24% | Add +6.5% | 1,058,499 | $215.5M |
| Comerica Bank | 0.74% | Reduce -4.5% | 960,531 | $195.6M |
| NorthCoast Asset Management LLC | 0.73% | Reduce -0.4% | 916,955 | $186.7M |
| Waldron Private Wealth LLC | 7.35% | Reduce -0.1% | 891,065 | $181.4M |
| Corient Private Wealth LP | 0.26% | Add +4.7% | 822,701 | $167.5M |
| Oakworth Capital, Inc. | 9.52% | Add +1.9% | 809,233 | $164.8M |
| US Bancorp \de | 0.19% | Reduce -9.1% | 768,594 | $156.5M |
| Commerce Bank | 0.81% | Reduce -5.3% | 717,126 | $146.0M |
| Bank of New York Mellon Corp | 0.03% | Add +4.7% | 712,488 | $145.1M |
| 1ST Source Bank | 7.36% | Add +1.3% | 686,114 | $139.7M |
| Wealth Enhancement Advisory Services, LLC | 0.20% | Reduce -5.0% | 650,121 | $133.0M |
| Stephens Inc. | 1.63% | Add +0.8% | 628,770 | $128.0M |
| Osaic Holdings, Inc. | 0.17% | Add +5.6% | 612,154 | $124.1M |
| Circle Wealth Management, LLC | 2.41% | No change | 607,633 | $123.7M |
| American Century Companies Inc. | 0.06% | Reduce -15.2% | 589,703 | $120.1M |
| Franklin Resources Inc. | 0.03% | Add +50.5% | 566,887 | $115.4M |
| Focus Partners Wealth | 0.18% | Add +13.1% | 561,038 | $114.2M |
| BNP Paribas Financial Markets | 0.09% | Reduce -25.6% | 551,189 | $112.2M |
| Pathstone Holdings, LLC | 0.43% | Reduce -13.6% | 548,332 | $111.6M |
| Natixis Advisors, LLC | 0.16% | Reduce -14.4% | 547,391 | $111.4M |
| Bank of Nova Scotia | 0.20% | Add +0.0% | 540,970 | $110.1M |
| Creative Planning | 0.08% | Reduce -3.0% | 524,353 | $106.8M |
| Mariner, LLC | 0.13% | Reduce -0.6% | 500,078 | $101.8M |
| BlackRock, Inc. | 0.00% | Reduce -19.0% | 473,430 | $96.4M |
| Northwestern Mutual Wealth Management Co. | 0.06% | Reduce -0.2% | 456,131 | $92.9M |
| Modera Wealth Management, LLC | 1.05% | Reduce -0.7% | 443,946 | $90.4M |
| Stephens Group Asset Management, LLC | 5.93% | Add +3.3% | 431,794 | $87.9M |
| Cassaday & Co Wealth Management LLC | 2.01% | Reduce -0.7% | 428,406 | $87.2M |
| Captrust Financial Advisors | 0.17% | Reduce -1.6% | 420,538 | $85.6M |
| MML Investors Services, LLC | 0.22% | Add +2.4% | 408,283 | $83.1M |
| Brown Advisory Inc. | 0.11% | Add +1.9% | 405,937 | $82.6M |
| Cedar Mountain Advisors, LLC | 15.89% | Reduce -3.9% | 400,966 | $81.6M |
| Choreo, LLC | 1.03% | Reduce -1.4% | 389,893 | $79.4M |
| Alliancebernstein L.P. | 0.02% | Add +3.1% | 387,794 | $79.0M |
| Marquette Asset Management, LLC | 11.88% | Add +12.3% | 381,407 | $77.7M |
| Cullen/Frost Bankers, Inc. | 0.90% | Add +0.8% | 379,841 | $77.3M |
| MV Capital Management, Inc. | 7.13% | Reduce -0.5% | 365,039 | $74.3M |
| Landaas & Co. /Wi | 16.71% | Add +0.1% | 361,124 | $73.5M |
| MAI Capital Management | 0.45% | Reduce -0.6% | 356,398 | $72.6M |
| Equitable Holdings, Inc. | 0.53% | Add +6.1% | 352,081 | $71.7M |
| StoneX Group Inc. | 3.13% | Add +2.8% | 351,697 | $71.6M |
| Independence Asset Advisors, LLC | 29.68% | Add +12.2% | 343,569 | $69.9M |
| Private Advisor Group, LLC | 0.33% | Add +1.4% | 333,868 | $68.0M |
| Moneta Group Investment Advisors LLC | 0.53% | Add +0.1% | 330,241 | $67.2M |
| Steward Partners Investment Advisory, LLC | 0.36% | Add +6.3% | 307,233 | $62.5M |
| Nuveen, LLC | 0.02% | Add +411.4% | 302,275 | $61.5M |
| Fifth Third Bancorp | 0.19% | Reduce -6.9% | 291,215 | $59.3M |
| Thrivent Financial for Lutherans | 0.12% | Add +615.9% | 291,173 | $59.3M |
| Cresset Asset Management, LLC | 0.26% | Add +4.9% | 289,965 | $59.0M |
| Covenant Partners, LLC | 16.65% | Add +2.7% | 288,545 | $58.7M |
| Paulson Wealth Management Inc. | 13.54% | Add +0.1% | 281,329 | $57.3M |
| Bridges Investment Management Inc. | 0.71% | Reduce -27.6% | 273,076 | $55.6M |
| FSA Wealth Management LLC | 19.93% | Add +0.6% | 267,641 | $54.5M |
| First Business Financial Services, Inc. | 4.96% | Reduce -10.1% | 265,429 | $54.0M |
| Janney Montgomery Scott LLC | 0.13% | Add +2.8% | 263,370 | $53.6M |
| Badgley Phelps Wealth Managers, LLC | 1.04% | Reduce -0.2% | 243,589 | $49.6M |
| CX Institutional | 1.49% | Reduce -7.8% | 241,547 | $49.2M |
| Blair William & Co. | 0.13% | Add +1.9% | 237,715 | $48.4M |
| Wind River Trust Co | 17.59% | Reduce -1.9% | 233,705 | $47.6M |
| Beacon Pointe Advisors, LLC | 0.40% | Add +186.6% | 231,623 | $47.2M |
| Mission Wealth Management, LP | 0.95% | Reduce -2.9% | 228,418 | $46.5M |
| Flaharty Asset Management, LLC | 5.74% | Add +2.2% | 221,900 | $45.2M |
| Legacy Edge Advisors, LLC | 5.26% | Add +8.8% | 219,123 | $44.6M |
| Cerity Partners LLC | 0.07% | Reduce -1.1% | 214,755 | $43.7M |
| Comprehensive Financial Management LLC | 1.18% | No change | 210,233 | $42.8M |
| Mesirow Financial Investment Management, Inc. | 0.76% | Add +1.8% | 209,354 | $42.6M |
| Relyea Zuckerberg Hanson LLC | 4.45% | Reduce -3.6% | 207,936 | $42.3M |
| HB Wealth Management, LLC | 0.29% | Add +13.8% | 206,654 | $42.1M |
| Equity Investment Corp. | 0.87% | Add +22.7% | 203,866 | $41.5M |
| Brandywine Global Investment Management, LLC | 0.28% | Reduce -4.2% | 200,770 | $40.9M |
| Mercer Global Advisors Inc. | 0.07% | Reduce -1.0% | 198,036 | $40.3M |
| Waverly Advisors, LLC | 0.40% | Add +0.5% | 197,928 | $40.3M |
| Simon Quick Advisors, LLC | 1.76% | Reduce -2.4% | 190,811 | $38.8M |
| Lido Advisors, LLC | 0.16% | Reduce -2.7% | 185,078 | $37.7M |
| CIBC Private Wealth Group LLC | 0.06% | Add +0.7% | 184,923 | $37.6M |
| Regions Financial Corp. | 0.24% | Reduce -2.4% | 181,048 | $36.9M |
| Advisor OS, LLC | 3.17% | Reduce -0.7% | 180,498 | $36.7M |
| Saudi Central Bank | 1.38% | No change | 178,016 | $36.2M |
| MJP Associates Inc. | 4.73% | Reduce -3.1% | 176,161 | $35.9M |
| Bank of Montreal | 0.01% | Add +27.8% | 172,049 | $35.0M |
| Americana Partners, LLC | 1.04% | Add +78.9% | 170,599 | $34.7M |
| Kestra Private Wealth Services, LLC | 0.44% | Add +0.8% | 166,559 | $33.9M |
| LBJ Family Wealth Advisors, Ltd. | 18.23% | Reduce -0.4% | 164,250 | $33.4M |
| Wealthspire Advisors, LLC | 0.17% | Add +8.2% | 160,934 | $32.8M |
| CFS Investment Advisory Services, LLC | 2.43% | Add +2.1% | 158,631 | $32.7M |
| Waterloo Capital, L.P. | 2.30% | Add +2.8% | 151,850 | $30.9M |
| Kestra Advisory Services, LLC | 0.14% | Add +0.5% | 151,075 | $30.8M |
| Pinnacle Financial Partners Inc | 0.72% | Reduce -9.2% | 147,097 | $29.9M |
| Pacific Sage Partners, LLC | 5.00% | Add +1.7% | 146,525 | $29.8M |
| Objectivity Squared, LLC | 17.80% | Add +8.7% | 146,519 | $29.8M |
| Ryan Investment Management, Inc. | 16.52% | Add +6.9% | 145,973 | $29.7M |
| Clearstead Advisors, LLC | 0.43% | Reduce -0.5% | 145,582 | $29.6M |
| Cambridge Investment Research Advisors, Inc. | 0.08% | Reduce -0.1% | 144,275 | $29.4M |
| Jmac Enterprises LLC | 5.81% | Add +1.1% | 144,182 | $29.4M |
| Sanctuary Advisors, LLC | 0.17% | Add +24.2% | 143,257 | $29.2M |
| Nadler Financial Group, Inc. | 2.78% | Reduce -28.0% | 143,223 | $29.2M |
| Keybank National Association | 0.10% | Reduce -2.6% | 142,754 | $29.1M |
| AQR Capital Management | 0.02% | Add +7.9% | 141,753 | $28.9M |
| Proathlete Wealth Management LLC | 8.22% | Add +5.7% | 140,218 | $28.5M |
| Ieq Capital, LLC | 0.09% | Add +11.8% | 140,146 | $28.5M |
| Cambiar Investors LLC | 1.29% | Add +43.8% | 139,585 | $28.4M |
| RMR Wealth Builders | 2.37% | Add +1.1% | 139,348 | $28.4M |
| Midwest Trust Co | 0.36% | Add +3.7% | 135,753 | $27.6M |
| HSBC Holdings PLC | 0.02% | Reduce -5.7% | 135,339 | $27.6M |
| Savant Capital, LLC | 0.17% | Add +0.5% | 135,128 | $27.5M |
| Capital Advisors, Ltd. LLC | 2.95% | Add +1.3% | 128,245 | $26.1M |
| Ellenbecker Investment Group | 3.83% | Add +7.5% | 127,243 | $25.9M |
| AMG National Trust Bank | 0.63% | Reduce -4.8% | 127,104 | $25.9M |
| First Horizon Corp. | 1.20% | — | 125,113 | $25.5M |
| Corundum Group, Inc. | 10.27% | Add +5.6% | 122,726 | $25.0M |
| TruWealth Advisors, LLC | 1.25% | Reduce -2.4% | 121,148 | $24.7M |
| Envestnet Portfolio Solutions, Inc. | 0.09% | Reduce -0.8% | 120,299 | $24.5M |
| Stratos Investment Management, LLC | 0.98% | Reduce 0.0% | 116,293 | $23.7M |
| LWM Advisors Inc. | 21.21% | Add +1.4% | 115,975 | $23.6M |
| PFW Advisors LLC | 6.85% | Reduce -0.3% | 113,836 | $23.2M |
| NewEdge Advisors, LLC | 0.10% | Add +3.2% | 111,457 | $22.7M |
| Venture Visionary Partners LLC | 0.76% | Add +2.1% | 108,525 | $22.1M |
| TD Private Client Wealth LLC | 0.49% | Reduce -5.5% | 106,602 | $21.7M |
| Westwood Holdings Group Inc. | 0.16% | Add +34.6% | 106,179 | $21.6M |
| Fulton Bank, N.A. | 0.75% | Reduce -3.0% | 105,279 | $21.4M |
| Parkside Financial Bank & Trust | 1.65% | Reduce -2.9% | 104,716 | $21.3M |
| Awm Capital, LLC | 1.94% | Reduce -0.2% | 104,633 | $21.3M |
| Sylvest Advisors, LLC | 11.26% | Reduce -1.5% | 102,986 | $21.0M |
| Beirne Wealth Consulting Services, LLC | 5.01% | Add +1.1% | 102,587 | $20.9M |
| Claro Advisors Inc. | 3.02% | Add +21.2% | 101,709 | $20.7M |
| Woodard & Co. Asset Management Group Inc. | 3.28% | Reduce -1.0% | 99,234 | $20.2M |
| Westshore Wealth, LLC | 6.78% | Reduce -2.3% | 97,476 | $19.8M |
| BTC Capital Management, Inc. | 1.34% | Reduce -16.4% | 95,180 | $19.4M |
| Park Avenue Securities LLC | 0.15% | Add +9.1% | 94,847 | $19.3M |
| United Capital Financial Advisors, LLC | 0.14% | Reduce -2.8% | 92,731 | $18.9M |
| Integrated Investment Consultants, LLC | 3.17% | Add +2.0% | 96,919 | $18.7M |
| CM Wealth Advisors LLC | 4.92% | Reduce -0.4% | 91,696 | $18.7M |
| VestGen Advisors, LLC | 0.62% | Reduce -1.1% | 91,305 | $18.6M |
| GHP Investment Advisors, Inc. | 0.76% | Reduce -0.8% | 89,074 | $18.1M |
| Oppenheimer Asset Management Inc. | 0.20% | Add +3.1% | 88,562 | $18.0M |
| Ashton Thomas Private Wealth, LLC | 0.47% | Add +16.8% | 88,416 | $18.0M |
| Stratos Wealth Advisors, LLC | 0.86% | Reduce -0.6% | 87,955 | $17.9M |
| Independent Family Office, LLC | 7.49% | Reduce -0.4% | 86,911 | $17.7M |
| Massachusetts Financial Services Co. | 0.01% | Reduce -42.9% | 86,015 | $17.5M |
| Noble Family Wealth, LLC | 3.81% | Reduce -0.0% | 84,892 | $17.3M |
| SlateStone Wealth, LLC | 1.49% | Add +14.1% | 84,719 | $17.2M |
| Silvercrest Asset Management Group LLC | 0.11% | Add +25.5% | 84,623 | $17.2M |
| RTD Financial Advisors, Inc. | 2.04% | Add +4.7% | 83,577 | $17.0M |
| Keel Point, LLC | 1.04% | Reduce -1.2% | 83,351 | $17.0M |
| Hirtle & Co., LLC | 0.66% | Reduce -0.1% | 82,352 | $16.8M |
| &partners | 0.11% | Reduce -7.7% | 81,902 | $16.8M |
| Ascent Group, LLC | 0.58% | Reduce -31.8% | 80,380 | $16.4M |
| Montag A & Associates Inc. | 0.75% | Reduce -2.9% | 79,802 | $16.2M |
| Fund Evaluation Group, LLC | 0.58% | Reduce -23.3% | 79,004 | $16.1M |
| Bleakley Financial Group, LLC | 0.37% | Reduce -1.1% | 78,830 | $16.0M |
| Quantinno Capital Management LP | 0.04% | Add +88.5% | 77,176 | $15.7M |
| Nestegg Advisors, Inc. | 13.85% | Add +0.1% | 76,627 | $15.6M |
| Willis Johnson & Associates, Inc. | 0.96% | Reduce -2.0% | 75,826 | $15.4M |
| Callan Family Office, LLC | 0.49% | Add +1.5% | 74,859 | $15.2M |
| Arkadios Wealth Advisors | 0.37% | Add +25.4% | 73,261 | $14.9M |
| Certuity, LLC | 1.02% | Add +10.2% | 72,888 | $14.8M |
| Prism Advisors, Inc. | 4.01% | Reduce -3.6% | 72,831 | $14.8M |
| Orion Porfolio Solutions, LLC | 0.11% | Add +4.0% | 72,649 | $14.8M |
| Apella Capital, LLC | 0.33% | Add +64.1% | 73,272 | $14.8M |
| Zacks Investment Management | 0.12% | Reduce -17.9% | 70,977 | $14.5M |
| Newport Capital Group, LLC | 9.05% | Add +0.8% | 70,719 | $14.4M |
| Glenmede Investment Management, LP | 0.07% | Add +0.2% | 70,442 | $14.3M |
| Berman McAleer LLC | 1.99% | — | 70,035 | $14.3M |
| First Citizens Bank & Trust Co. | 0.31% | Add +1.0% | 70,029 | $14.3M |
| Cwm, LLC | 0.04% | Add +6.5% | 68,556 | $14.0M |
| Voya Investment Management LLC | 0.02% | Reduce -15.8% | 67,522 | $13.7M |
| Sonata Capital Group Inc. | 5.03% | Add +1.7% | 66,955 | $13.6M |
| Breakwater Capital Group | 2.00% | Reduce -2.6% | 66,689 | $13.6M |
| XML Financial, LLC | 1.09% | Add +0.5% | 65,897 | $13.4M |
| FDx Advisors, Inc. | 4.01% | Reduce -8.6% | 65,411 | $13.4M |
| Moran Wealth Management, LLC | 0.40% | Add +4495.6% | 65,120 | $13.3M |
| Johnson Financial Group, Inc. | 0.49% | Reduce -8.7% | 64,740 | $13.2M |
| Boston Partners | 0.01% | Reduce -30.2% | 63,340 | $12.9M |
| West Bancorporation Inc. | 7.10% | Reduce -1.5% | 62,684 | $12.8M |
| Gotham Asset Management | 0.06% | Add +21.3% | 62,617 | $12.7M |
| Country Club Bank | 0.75% | Reduce -6.1% | 62,632 | $12.7M |
| Haverford Trust Co | 0.11% | Add +10.6% | 62,456 | $12.7M |
| Integrated Wealth Concepts LLC | 0.11% | Add +8.8% | 62,416 | $12.7M |
| Summit Financial, LLC | 0.19% | Add +4.3% | 61,831 | $12.6M |
| Genesis Private Wealth, LLC | 5.24% | Add +1.7% | 61,260 | $12.5M |
| Summit Wealth & Retirement Planning, Inc. | 3.05% | Reduce -0.3% | 61,041 | $12.4M |
| Insight 2811, Inc. | 5.54% | Add +0.3% | 61,003 | $12.4M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.02% | No change | 60,000 | $12.2M |
| Aptus Capital Advisors, LLC | 0.11% | Add +0.8% | 59,464 | $12.1M |
| Oppenheimer & Co. Inc. | 0.14% | Add +2.8% | 58,312 | $11.9M |
| Investment Partners, LTD. | 4.14% | Reduce -0.3% | 57,714 | $11.7M |
| SCS Capital Management LLC | 0.13% | Reduce -0.4% | 57,358 | $11.7M |
| Sagespring Wealth Partners, LLC | 0.23% | Reduce -0.2% | 57,294 | $11.7M |
| Avidian Wealth Enterprises, LLC | 0.43% | Reduce -1.3% | 56,259 | $11.5M |
| Bokf, NA | 0.17% | Reduce -1.2% | 56,203 | $11.4M |
| FMA Wealth Management, LLC | 7.74% | Reduce -1.0% | 55,418 | $11.3M |
| O'shaughnessy Asset Management, LLC | 0.07% | Add +14.4% | 55,346 | $11.3M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.18% | Reduce -5.1% | 55,006 | $11.2M |
| Chicago Partners Investment Group LLC | 0.29% | Add +0.1% | 53,692 | $11.1M |
| Arcadia Wealth Management, LLC | 4.35% | Add +10.9% | 53,825 | $11.0M |
| Naples Global Advisors, LLC | 0.85% | Add +4.5% | 53,456 | $10.9M |
| JFS Wealth Advisors, LLC | 0.64% | Add +11.2% | 53,418 | $10.9M |
| Wilmington Savings Fund Society, FSB | 0.26% | Add +75.4% | 53,386 | $10.9M |
| Goelzer Investment Management, Inc. | 0.58% | Add +0.2% | 53,384 | $10.9M |
| Jefferies Financial Group Inc. | 0.10% | Reduce -1.1% | 52,312 | $10.7M |
| Morton Capital Management LLC | 1.74% | Add +1.1% | 52,161 | $10.6M |
| Newton One Investments LLC | 3.11% | Add +0.2% | 51,664 | $10.5M |
| Mather Group, Llc. | 0.11% | Reduce -0.4% | 51,437 | $10.5M |
| Bessemer Group Inc. | 0.02% | Reduce -2.9% | 51,098 | $10.4M |
| Meritage Portfolio Management | 0.68% | Reduce -36.3% | 50,153 | $10.2M |
| Wealthcare Advisory Partners LLC | 0.21% | Reduce -2.9% | 50,017 | $10.2M |
| Neuberger Berman Group LLC | 0.01% | Reduce -58.9% | 49,796 | $10.1M |
| Blue Trust, Inc. | 0.11% | Add +4.8% | 49,304 | $10.0M |
| Montecito Bank & Trust | 1.55% | — | 49,157 | $10.0M |
| NewEdge Wealth, LLC | 0.14% | Reduce -1.1% | 48,234 | $9.8M |
| Visionary Wealth Advisors | 0.46% | Reduce -13.2% | 48,124 | $9.8M |
| Diversified Trust Co. | 0.20% | Add +4.5% | 47,966 | $9.8M |
| Nwam LLC | 0.52% | Add +3.9% | 47,292 | $9.6M |
| Tradition Wealth Management, LLC | 0.71% | Reduce -0.0% | 47,144 | $9.6M |
| Allworth Financial LP | 0.04% | Add +4.0% | 45,462 | $9.3M |
| Valeo Financial Advisors, LLC | 0.21% | Reduce -40.6% | 45,356 | $9.2M |
| Fidelis Capital Partners, LLC | 0.72% | Reduce -1.7% | 45,307 | $9.2M |
| Hancock Whitney Corp. | 0.17% | Reduce -3.0% | 44,973 | $9.2M |
| Ritholtz Wealth Management | 0.18% | Add +2.1% | 44,698 | $9.1M |
| Johnson Investment Counsel Inc. | 0.08% | Reduce -5.3% | 44,596 | $9.1M |
| Oldfather Financial Services, LLC | 2.81% | Add +0.9% | 44,249 | $9.0M |
| Oxford Financial Group, LTD. LLC | 0.50% | Add +0.1% | 43,456 | $8.8M |
| Smith & Howard Wealth Management, LLC | 2.04% | Add +2.1% | 43,040 | $8.8M |
| Rebalance, LLC | 0.53% | Add +0.4% | 42,924 | $8.7M |
| Wellspring Financial Advisors, LLC | 0.79% | Reduce -0.3% | 42,192 | $8.6M |
| Quent Capital, LLC | 0.72% | Reduce -2.6% | 42,000 | $8.6M |
| Nottingham Advisors, Inc. | 1.19% | Reduce -2.3% | 41,985 | $8.5M |
| Allspring Global Investments Holdings, LLC | 0.01% | Reduce -11.3% | 41,570 | $8.5M |
| Webster Bank, N. A. | 0.81% | Add +5.5% | 41,250 | $8.4M |
| Ausdal Financial Partners, Inc. | 0.40% | Add +0.1% | 40,704 | $8.3M |
| Foster & Motley Inc. | 0.45% | Add +10.5% | 40,602 | $8.3M |
| Arete Wealth Advisors, LLC | 0.51% | Add +8.7% | 40,196 | $8.2M |
| Eagle Capital Management LLC | 0.03% | New | 39,837 | $8.1M |
| Segment Wealth Management, LLC | 0.48% | Reduce -8.8% | 39,224 | $8.0M |
| Ballast, Inc. | 1.94% | Add +3.2% | 39,175 | $8.0M |
| HBK Sorce Advisory LLC | 0.20% | Reduce -2.1% | 38,868 | $7.9M |
| Parallel Advisors, LLC | 0.14% | Reduce -2.7% | 38,454 | $7.8M |
| Sunburst Financial Group, LLC | 1.65% | No change | 38,451 | $7.8M |
| Mullaney, Keating & Wright, Inc. | 4.32% | Reduce -0.7% | 38,226 | $7.8M |
| Astoria Strategic Wealth, Inc. | 1.95% | Reduce -3.2% | 37,905 | $7.7M |
| Atria Investments, Inc | 0.09% | Add +161.2% | 37,661 | $7.7M |
| Signaturefd, LLC | 0.12% | Add +5.5% | 37,640 | $7.7M |
| Sierra Capital LLC | 0.84% | Reduce -10.7% | 37,475 | $7.6M |
| NorthRock Partners, LLC | 0.14% | Reduce -1.4% | 37,255 | $7.6M |
| AlTi Global, Inc. | 0.18% | Add +43.2% | 37,157 | $7.6M |
| Citizens Financial Group Inc. | 0.10% | Reduce -3.5% | 37,045 | $7.5M |
| Dimension Capital Management LLC | 1.10% | No change | 37,023 | $7.5M |
| Arbor Investment Advisors, LLC | 0.96% | Reduce -4.8% | 36,979 | $7.5M |
| J.W. Cole Advisors, Inc. | 0.14% | Reduce -0.0% | 36,924 | $7.5M |
| CFM Wealth Partners LLC | 1.09% | Add +0.4% | 36,916 | $7.5M |
| Aspiriant, LLC | 0.23% | Add +3.0% | 36,909 | $7.5M |
| Associated Banc-Corp | 0.20% | Reduce -5.1% | 36,901 | $7.5M |
| Advisory Services Network, LLC | 0.11% | Reduce -5.3% | 36,663 | $7.5M |
| Finley Financial, LLC | 3.39% | Reduce -1.0% | 35,981 | $7.3M |
| MetLife Investment Management, LLC | 0.03% | Reduce -20.7% | 35,300 | $7.2M |
| Fifth Third Wealth Advisors LLC | 0.26% | Add +15.2% | 35,091 | $7.1M |
| OneDigital Investment Advisors LLC | 0.07% | Reduce -8.3% | 34,913 | $7.1M |
| Raub Brock Capital Management LP | 1.52% | Add +3.4% | 34,610 | $7.0M |
| Sei Investments Co. | 0.01% | Add +6.4% | 34,353 | $7.0M |
| Aristotle Capital Management, LLC | 0.01% | Reduce -4.4% | 34,160 | $7.0M |
| Brighton Jones LLC | 0.17% | Add +0.8% | 34,090 | $6.9M |
| TCW Group Inc. | 0.06% | Reduce -4.5% | 34,061 | $6.9M |
| Ameritas Advisory Services, LLC | 0.45% | Add +122.0% | 33,772 | $6.9M |
| Retirement Income Solutions, Inc. | 1.17% | Reduce -0.6% | 33,576 | $6.8M |
| Quantum Portfolio Management LLC | 2.03% | Add +88.5% | 33,555 | $6.8M |
| Widmann Financial Services, Inc. | 4.29% | Add +5.7% | 33,487 | $6.8M |
| Sowell Financial Services LLC | 0.26% | Add +4.1% | 33,370 | $6.8M |
| Johns Hopkins University | 0.38% | No change | 33,316 | $6.8M |
| Stratos Wealth Partners, LTD. | 0.08% | Add +1.1% | 33,181 | $6.8M |
| Eastern Bank | 0.12% | Add +1.8% | 33,152 | $6.7M |
| Auour Investments LLC | 2.15% | Add +0.8% | 32,402 | $6.6M |
| American Institute for Advanced Investment Management, LLP | 4.28% | Reduce -4.8% | 32,069 | $6.5M |
| Snowden Capital Advisors LLC | 0.18% | Add +1.7% | 31,703 | $6.5M |
| Vanguard Group Inc. | 0.00% | Reduce -5.5% | 31,552 | $6.4M |
| Loomis Sayles & Co. L P | 0.01% | No change | 31,469 | $6.4M |
| Baker Avenue Asset Management, LP | 0.15% | Reduce -2.6% | 31,423 | $6.4M |
| Quadrant Capital Group LLC | 0.21% | No change | 31,293 | $6.4M |
| Whittier Trust Co. | 0.07% | Reduce -1.4% | 30,993 | $6.4M |
| Linscomb Wealth, Inc. | 0.27% | Reduce -2.5% | 31,053 | $6.3M |
| Total Wealth Planning, LLC | 0.73% | Add +29.8% | 30,910 | $6.3M |
| Prospera Financial Services Inc | 0.11% | Reduce -4.3% | 30,442 | $6.2M |
| Seven Mile Advisory | 1.01% | Add +282.6% | 30,218 | $6.2M |
| Gladstone Institutional Advisory LLC | 0.24% | Add +0.4% | 30,092 | $6.1M |
| Crescent Grove Advisors, LLC | 0.59% | Reduce -4.6% | 30,044 | $6.1M |
| Red Tortoise LLC | 2.67% | Add +0.4% | 29,911 | $6.1M |
| Confluence Wealth Services, Inc. | 0.30% | Add +2.7% | 29,709 | $6.0M |
| Hardy Reed LLC | 0.44% | No change | 29,678 | $6.0M |
| Harbour Capital Advisors, LLC | 1.23% | Reduce -4.6% | 29,412 | $6.0M |
| Disciplined Investments, LLC | 2.39% | Add +0.2% | 29,543 | $6.0M |
| Principal Financial Group Inc. | 0.00% | Add +3.6% | 29,347 | $6.0M |
| Ballentine Partners, LLC | 0.08% | Reduce -2.0% | 29,138 | $5.9M |
| Composition Wealth, LLC | 0.09% | Reduce -1.7% | 29,046 | $5.9M |
| Pinnacle Wealth Planning Services, Inc. | 0.69% | Add +10.6% | 29,043 | $5.9M |
| Rhumbline Advisers | 0.00% | Reduce -4.1% | 28,815 | $5.9M |
| Brand Asset Management Group, Inc. | 1.64% | Reduce -0.7% | 28,708 | $5.8M |
| ARK & TLK Investments, LLC | 1.85% | Reduce -14.5% | 28,681 | $5.8M |
| Towerpoint Wealth, LLC | 2.39% | Reduce -1.3% | 28,639 | $5.8M |
| Ullmann Wealth Partners Group, LLC | 0.64% | Reduce -3.7% | 28,635 | $5.8M |
| Whittier Trust Co. of Nevada Inc. | 0.12% | Reduce -0.1% | 28,143 | $5.8M |
| Brightwater Advisory LLC | 3.95% | Reduce -2.4% | 28,246 | $5.8M |
| Brown Brothers Harriman & Co. | 0.03% | Reduce -31.1% | 28,165 | $5.7M |
| American State Bank (Iowa) | 2.92% | Reduce -10.1% | 28,158 | $5.7M |
| Pointe Capital Management LLC | 2.80% | Add +13.5% | 28,153 | $5.7M |
| HRT Financial LP | 0.02% | Add +338.7% | 28,110 | $5.7M |
| Mill Creek Capital Advisors, LLC | 0.12% | Add +3.1% | 28,033 | $5.7M |
| Mackenzie Financial Corp. | 0.01% | Add +3.8% | 27,839 | $5.7M |
| Rothschild Investment LLC | 0.32% | Reduce -2.1% | 27,701 | $5.6M |
| Kayne Anderson Rudnick Investment Management LLC | 0.01% | Reduce -49.5% | 27,561 | $5.6M |
| Aureus Asset Management, LLC | 0.36% | Reduce -0.1% | 27,245 | $5.5M |
| Tower Research Capital LLC (TRC) | 0.15% | Add +339175.0% | 27,142 | $5.5M |
| Community Bank, N.A. | 0.67% | Reduce -5.3% | 27,074 | $5.5M |
| Potentia Wealth | 2.10% | Add +1.2% | 27,009 | $5.5M |
| Forte Asset Management LLC | 2.63% | Reduce -2.8% | 26,792 | $5.5M |
| IHT Wealth Management, LLC | 0.14% | Add +4.0% | 26,597 | $5.4M |
| Stegner Investment Associates Inc. | 2.97% | Add +0.0% | 26,573 | $5.4M |
| Prime Capital Investment Advisors, LLC | 0.07% | Reduce -0.2% | 26,433 | $5.4M |
| SOL Capital Management CO | 0.48% | No change | 26,394 | $5.4M |
| Old National Bancorp | 0.09% | Add +0.2% | 26,393 | $5.4M |
| Rehmann Capital Advisory Group | 0.29% | Reduce -0.3% | 26,169 | $5.3M |
| Focus Partners Advisor Solutions, LLC | 0.06% | Add +32.6% | 25,923 | $5.3M |
| Legal & General Group Plc | 0.00% | Reduce -36.7% | 25,816 | $5.2M |
| Signet Financial Management, LLC | 0.61% | Reduce -0.9% | 25,728 | $5.2M |
| Centennial Bank | 2.05% | Reduce -8.0% | 25,662 | $5.2M |
| Hanson & Doremus Investment Management | 0.66% | Reduce -6.6% | 25,642 | $5.2M |
| Concurrent Investment Advisors, LLC | 0.09% | Add +17.1% | 25,486 | $5.2M |
| JMG Financial Group, Ltd. | 0.15% | Reduce -0.2% | 25,362 | $5.2M |
| Valmark Advisers, Inc. | 0.07% | Add +5.2% | 25,318 | $5.2M |
| Hillcrest Wealth Advisors - NY, LLC | 2.32% | Reduce -1.6% | 25,318 | $5.2M |
| Sequoia Financial Advisors, LLC | 0.03% | Add +11.1% | 25,299 | $5.2M |
| Alta Wealth Advisors LLC | 1.84% | Add +0.4% | 25,263 | $5.1M |
| Great Valley Advisor Group, Inc. | 0.10% | Reduce -3.3% | 25,137 | $5.1M |
| Paladin Advisory Group, LLC | 3.98% | Add +199.7% | 25,058 | $5.1M |
| Atlantic Union Bankshares Corp | 0.10% | Add +8.8% | 25,052 | $5.1M |
| Global Retirement Partners, LLC | 0.11% | Add +0.3% | 24,760 | $5.0M |
| Diversified Portfolios, Inc. | 0.44% | Add +0.4% | 24,706 | $5.0M |
| New England Private Wealth Advisors LLC | 0.65% | Add +0.4% | 24,351 | $5.0M |
| Susquehanna International Group, LLP | 0.01% | Reduce -43.2% | 24,338 | $5.0M |
| Tanglewood Legacy Advisors, LLC | 1.90% | Add +2.0% | 24,183 | $4.9M |
| Provenance Wealth Advisors, LLC | 0.63% | Reduce -3.1% | 24,108 | $4.9M |
| Dorsey & Whitney Trust CO LLC | 0.26% | Reduce -5.9% | 23,927 | $4.9M |
| Next Capital Management LLC | 1.62% | Add +12.2% | 23,894 | $4.9M |
| Monetary Management Group Inc. | 1.11% | Add +4.4% | 23,699 | $4.8M |
| Bryn Mawr Trust Advisors, LLC | 0.24% | Add +65.3% | 23,664 | $4.8M |
| Consolidated Portfolio Review Corp | 0.61% | Add +9.2% | 23,587 | $4.8M |
| Broadview Financial Management, LLC | 3.24% | Reduce -4.3% | 23,603 | $4.8M |
| Cornerstone Advisory, LLC | 0.47% | Reduce -0.8% | 23,431 | $4.8M |
| Tolleson Wealth Management, Inc. | 0.73% | Reduce -1.1% | 23,267 | $4.7M |
| Riverview Capital Advisers, LLC | 1.37% | Reduce -1.7% | 23,266 | $4.7M |
| Columbus Macro, LLC | 0.54% | Reduce -1.5% | 23,205 | $4.7M |
| RFG Advisory, LLC | 0.10% | Add +762.1% | 23,164 | $4.7M |
| TPG Financial Advisors, LLC | 1.74% | Add +0.4% | 22,893 | $4.7M |
| Ashton Thomas Securities, LLC | 0.65% | New | 22,893 | $4.7M |
| Stock Yards Bank & Trust Co. | 0.15% | Reduce -7.8% | 22,843 | $4.7M |
| GTS Securities LLC | 0.18% | Reduce -83.3% | 22,801 | $4.6M |
| Clarius Group, LLC | 0.27% | Reduce -0.1% | 22,776 | $4.6M |
| UMB Bank, n.a. | 0.07% | Reduce -7.5% | 22,760 | $4.6M |
| Asset Management Group, Inc. | 0.74% | Add +0.3% | 22,349 | $4.5M |
| Mutual Advisors, LLC | 0.10% | Reduce -3.4% | 22,103 | $4.5M |
| Assetmark, Inc. | 0.01% | Add +50.1% | 22,035 | $4.5M |
| Perigon Wealth Management, LLC | 0.09% | Add +0.9% | 22,013 | $4.5M |
| FC Advisory LLC | 1.31% | Reduce -0.3% | 21,922 | $4.5M |
| Ferguson Wellman Capital Management, Inc. | 0.07% | Reduce -0.8% | 21,876 | $4.5M |
| Winthrop Advisory Group LLC | 0.38% | Add +14.5% | 21,564 | $4.4M |
| Spire Wealth Management | 0.15% | Add +0.7% | 21,537 | $4.4M |
| Golden State Wealth Management, LLC | 0.48% | Reduce -8.0% | 21,493 | $4.4M |
| Smith, Moore & Co. | 0.33% | Add +0.7% | 21,251 | $4.3M |
| Highland Capital Management, LLC | 0.21% | Reduce -6.5% | 21,184 | $4.3M |
| DT Investment Partners, LLC | 0.36% | Reduce -3.8% | 21,180 | $4.3M |
| Flagstar Securities, Inc. | 1.32% | Reduce -4.0% | 21,143 | $4.3M |
| Equitable Trust Co. | 0.20% | Add +0.7% | 20,933 | $4.3M |
| Fiduciary Wealth Partners, LLC | 1.78% | Reduce -18.5% | 20,822 | $4.2M |
| Heck Capital Advisors, LLC | 0.32% | Reduce -20.5% | 20,636 | $4.2M |
| Glenview Trust Co | 0.07% | Reduce -1.5% | 20,353 | $4.1M |
| Holistic Financial Partners | 1.68% | Reduce -2.1% | 20,104 | $4.1M |
| Stage Harbor Financial, LLC | 2.99% | Reduce -3.1% | 20,065 | $4.1M |
| Tandem Financial, LLC | 1.52% | Reduce -1.9% | 20,059 | $4.1M |
| Stillwater Capital Advisors, LLC | 0.46% | Reduce -2.5% | 19,956 | $4.1M |
| W Advisors, LLC | 2.14% | Reduce -8.9% | 19,945 | $4.1M |
| 1900 Wealth Management LLC | 0.27% | No change | 19,753 | $4.0M |
| McKinley Carter Wealth Services, Inc. | 0.21% | Reduce -1.7% | 19,705 | $4.0M |
| Watts Gwilliam & Co., LLC | 0.65% | Add +0.2% | 19,616 | $4.0M |
| D.A. Davidson & Co. | 0.03% | Reduce -2.0% | 19,547 | $4.0M |
| Serenus Wealth Advisors, LLC | 0.68% | Reduce -1.0% | 19,537 | $4.0M |
| Harbor Investment Advisory, LLC | 0.33% | Reduce -0.3% | 19,524 | $4.0M |
| Vestmark Advisory Solutions, Inc. | 0.08% | Add +180.0% | 19,471 | $4.0M |
| 2UniFi Bank | 1.98% | Add +0.0% | 19,468 | $4.0M |
| Wealthspan Partners, LLC | 1.52% | Reduce -1.8% | 19,382 | $3.9M |
| Argyle Capital Partners, LLC | 2.82% | Reduce -1.9% | 19,310 | $3.9M |
| Smartleaf Asset Management LLC | 0.24% | Add +440.6% | 19,336 | $3.9M |
| Farther Finance Advisors, LLC | 0.06% | Add +68.7% | 19,208 | $3.9M |
| Fiduciary Financial Group, LLC | 0.62% | Reduce -3.1% | 19,152 | $3.9M |
| Dixon Fnancial Services, Inc. | 1.76% | No change | 18,930 | $3.9M |
| Confluence Investment Management LLC | 0.06% | Add +551.8% | 18,923 | $3.9M |
| Carret Asset Management, LLC | 0.37% | Add +0.2% | 18,825 | $3.8M |
| My Personal CFO, LLC | 1.48% | New | 18,811 | $3.8M |
| Foundation Wealth Management, LLC\PA | 1.48% | Reduce -1.5% | 18,811 | $3.8M |
| Acropolis Investment Management, LLC | 0.19% | No change | 19,692 | $3.8M |
| Simplicity Wealth,LLC | 0.22% | Reduce -43.4% | 18,724 | $3.8M |
| Caprock Group, LLC | 0.09% | — | 18,862 | $3.8M |
| Sage Financial Group Inc. | 0.26% | Add +0.1% | 18,663 | $3.8M |
| Pinebridge Investments, L.P. | 0.03% | Reduce -22.0% | 18,581 | $3.8M |
| Ironwood Investment Counsel, LLC | 0.55% | Add +38.9% | 18,542 | $3.8M |
| Kingsview Wealth Management, LLC | 0.06% | Add +3.1% | 18,497 | $3.8M |
| Raffa Wealth Management, LLC | 0.67% | Reduce -6.6% | 18,395 | $3.7M |
| St. Louis Trust Co | 0.47% | No change | 18,368 | $3.7M |
| Busey Bank | 0.10% | Add +0.1% | 18,305 | $3.7M |
| Lanark Financial, Inc. | 0.29% | Add +0.5% | 18,262 | $3.7M |
| TRUE Private Wealth Advisors | 0.38% | Reduce -3.1% | 18,236 | $3.7M |
| Resurgent Financial Advisors LLC | 1.83% | Reduce -7.3% | 18,204 | $3.7M |
| Aaron Wealth Advisors LLC | 0.22% | No change | 17,929 | $3.7M |
| Beam Wealth Advisors, Inc. | 0.99% | Add +31.0% | 17,852 | $3.6M |
| Essex Financial Services, Inc. | 0.22% | Add +0.4% | 17,845 | $3.6M |
| Goodman Financial Corp | 0.71% | No change | 17,805 | $3.6M |
| Icon Wealth Advisors, LLC | 0.24% | Add +2.2% | 17,431 | $3.5M |
| Tobias Financial Advisors, Inc. | 0.54% | Add +1.4% | 17,388 | $3.5M |
| Magnus Financial Group LLC | 0.28% | Reduce -20.2% | 17,338 | $3.5M |
| Merit Financial Group, LLC | 0.03% | Reduce -2.3% | 16,948 | $3.5M |
| Aprio Wealth Management, LLC | 0.34% | Add +0.1% | 16,932 | $3.4M |
| One Capital Management, LLC | 0.11% | Reduce -27.4% | 16,911 | $3.4M |
| Great Lakes Advisors, LLC | 0.03% | Add +16.1% | 16,899 | $3.4M |
| Rwa Wealth Partners, LLC | 0.04% | Add +21.2% | 16,883 | $3.4M |
| Berkshire Asset Management LLC | 0.14% | Reduce -16.9% | 16,669 | $3.4M |
| Affinity Capital Advisors, LLC | 0.52% | Reduce -1.2% | 16,574 | $3.4M |
| Mainstream Capital Management LLC | 2.25% | Reduce -3.8% | 16,594 | $3.4M |
| Avior Wealth Management, LLC | 0.11% | Add +1.7% | 16,480 | $3.4M |
| Premier Path Wealth Partners, LLC | 0.43% | Reduce -8.0% | 16,448 | $3.3M |
| Azimuth Capital Investment Management LLC | 0.12% | No change | 16,413 | $3.3M |
| Dana Investment Advisors, Inc. | 0.10% | Add +1.6% | 16,413 | $3.3M |
| Thompson Siegel & Walmsley LLC | 0.05% | No change | 16,382 | $3.3M |
| Caliber Wealth Management, LLC / KS | 0.37% | Reduce -6.3% | 16,334 | $3.3M |
| Opes Wealth Management LLC | 0.58% | Reduce -11.2% | 16,314 | $3.3M |
| Donald Smith & Co., Inc. | 0.07% | No change | 16,300 | $3.3M |
| Grove Bank & Trust | 0.39% | Add +2.9% | 16,196 | $3.3M |
| Cary Street Partners Financial LLC | 0.08% | Reduce -7.7% | 15,945 | $3.2M |
| Twin Focus Capital Partners, LLC | 0.41% | No change | 15,943 | $3.2M |
| Procyon Advisors, LLC | 0.19% | Reduce -0.1% | 15,712 | $3.2M |
| Ancora Advisors LLC | 0.06% | Reduce -1.6% | 15,680 | $3.2M |
| Game Plan Financial Advisors, LLC | 1.46% | No change | 15,630 | $3.2M |
| Western Wealth Management, LLC | 0.17% | Add +0.5% | 15,609 | $3.2M |
| Quadcap Wealth Management, LLC | 0.38% | Reduce -4.9% | 15,606 | $3.2M |
| GAMMA Investing LLC | 0.17% | Add +2.8% | 15,561 | $3.2M |
| Topel & Distasi Wealth Management, LLC | 1.56% | Reduce -0.3% | 15,514 | $3.2M |
| NTV Asset Management LLC | 0.34% | Add +1.3% | 15,490 | $3.2M |
| Colorado Capital Management, Inc. | 1.21% | Reduce -1.4% | 15,404 | $3.1M |
| BG Investment Services, LLC | 3.08% | Reduce -12.0% | 15,322 | $3.1M |
| Allen Investment Management, LLC | 0.03% | No change | 15,188 | $3.1M |
| Becker Capital Management Inc. | 0.09% | Reduce -3.4% | 15,062 | $3.1M |
| SOA Wealth Advisors, LLC. | 0.49% | Reduce -6.3% | 14,860 | $3.0M |
| Balyasny Asset Management L.P. | 0.01% | New | 14,826 | $3.0M |
| Victory Capital Management Inc. | 0.00% | Add +6790.2% | 14,814 | $3.0M |
| Summit Trail Advisors, LLC | 0.04% | Add +2.8% | 14,801 | $3.0M |
| Pathway Financial Advisors LLC | 0.40% | No change | 14,660 | $3.0M |
| Rinkey Investments | 0.79% | Reduce -2.2% | 14,649 | $3.0M |
| Boston Trust Walden Corp | 0.02% | No change | 14,638 | $3.0M |
| Castle Wealth Management LLC | 1.00% | Reduce -1.8% | 14,557 | $3.0M |
| Accredited Investors Inc. | 0.16% | Reduce -0.4% | 14,486 | $2.9M |
| Clientfirst Wealth Management, LLC | 2.36% | No change | 14,479 | $2.9M |
| Verdence Capital Advisors LLC | 0.17% | Reduce -0.5% | 14,173 | $2.9M |
| Ironsides Asset Advisors, LLC | 0.76% | No change | 14,434 | $2.9M |
| EPG Wealth Management LLC | 0.81% | Reduce -4.4% | 14,393 | $2.9M |
| Anchor Capital Advisors LLC | 0.08% | Reduce -39.4% | 14,356 | $2.9M |
| Evanson Asset Management, LLC | 0.16% | Add +0.0% | 14,329 | $2.9M |
| Fiduciary Family Office, LLC | 0.83% | Add +21.6% | 14,311 | $2.9M |
| Destiny Wealth Partners, LLC | 0.36% | Reduce -14.8% | 14,293 | $2.9M |
| Flputnam Investment Management Co. | 0.04% | Reduce -2.0% | 14,269 | $2.9M |
| Autumn Glory Partners, LLC | 1.19% | Add +0.2% | 14,259 | $2.9M |
| Evermay Wealth Management LLC | 0.33% | Reduce -2.6% | 14,211 | $2.9M |
| Flywheel Private Wealth LLC | 2.26% | Reduce -0.9% | 14,188 | $2.9M |
| Ascent Wealth Partners, LLC | 0.33% | Reduce -2.1% | 14,167 | $2.9M |
| Joel Isaacson & Co., LLC | 0.10% | Add +4.2% | 14,110 | $2.9M |
| Cornerstone Wealth Advisors, Inc. | 0.69% | Reduce -2.5% | 14,023 | $2.9M |
| Schaper Benz & Wise Investment Counsel Inc. | 0.21% | No change | 13,976 | $2.8M |
| Pure Financial Advisors, LLC | 0.05% | Reduce -5.3% | 13,900 | $2.8M |
| Sig Brokerage, LP | 0.71% | No change | 13,889 | $2.8M |
| Gilliland Jeter Wealth Management LLC | 0.87% | Add +3.1% | 13,846 | $2.8M |
| Courier Capital LLC | 0.16% | Reduce -1.1% | 13,824 | $2.8M |
| Apollon Wealth Management, LLC | 0.05% | Add +0.4% | 13,740 | $2.8M |
| STAR Financial Bank | 1.64% | Reduce -4.4% | 13,654 | $2.8M |
| Cahaba Wealth Management, Inc. | 0.20% | Add +3.6% | 13,596 | $2.8M |
| J2 Capital Management Inc | 2.08% | Reduce -1.7% | 13,586 | $2.8M |
| Montis Financial, LLC | 0.64% | Add +862.1% | 13,576 | $2.8M |
| Mosaic Family Wealth Partners, LLC | 0.32% | Reduce -0.1% | 13,574 | $2.8M |
| Dynamic Advisor Solutions LLC | 0.08% | Reduce -58.7% | 13,539 | $2.8M |
| Mgo One Seven LLC | 0.06% | Add +95.3% | 13,533 | $2.8M |
| Summa Corp. | 1.20% | No change | 13,379 | $2.7M |
| Argent Trust Co | 0.10% | Reduce -17.5% | 13,253 | $2.7M |
| Axxcess Wealth Management, LLC | 0.06% | Add +2.9% | 13,189 | $2.7M |
| Kanawha Capital Management LLC | 0.19% | Reduce -2.6% | 13,148 | $2.7M |
| Precedent Wealth Partners, LLC | 0.59% | Reduce -0.5% | 13,136 | $2.7M |
| Arvest Investments, Inc. | 0.38% | Reduce -24.1% | 12,932 | $2.6M |
| Central Valley Advisors, LLC | 0.81% | Reduce -0.4% | 12,915 | $2.6M |
| Focus Financial Network, Inc. | 0.09% | Add +0.3% | 12,882 | $2.6M |
| GFS Advisors, LLC | 0.33% | Reduce -0.9% | 12,792 | $2.6M |
| Grant Street Asset Management, Inc. | 0.55% | Reduce -0.4% | 12,751 | $2.6M |
| Dentgroup LLC | 1.67% | Add +0.6% | 12,693 | $2.6M |
| Fisher Asset Management | 0.00% | Add +318.8% | 12,580 | $2.6M |
| Dynamic Financial Group | 2.21% | Add +3.0% | 12,524 | $2.5M |
| WCG Wealth Advisors LLC | 0.16% | Reduce -1.3% | 12,522 | $2.5M |
| BigSur Wealth Management LLC | 0.62% | Reduce -1.6% | 12,395 | $2.5M |
| Granite Harbor Advisors, Inc. | 1.05% | New | 12,271 | $2.5M |
| Fortress Financial Group, LLC | 1.91% | Reduce -2.3% | 12,267 | $2.5M |
| JFG Wealth Management, LLC | 0.49% | Add +0.4% | 12,218 | $2.5M |
| Nicolet Bankshares Inc. | 0.40% | No change | 12,215 | $2.5M |
| Allegheny Financial Group | 0.46% | Add +0.1% | 12,210 | $2.5M |
| Atlas Brown,Inc. | 0.73% | Reduce -0.2% | 12,121 | $2.5M |
| Peapack Gladstone Financial Corp. | 0.03% | Add +10.3% | 12,052 | $2.5M |
| Osborne Partners Capital Management, LLC | 0.12% | Reduce -2.6% | 11,900 | $2.4M |
| Foster Dykema Cabot & Partners, LLC | 0.16% | No change | 11,875 | $2.4M |
| Private Trust Co. NA | 0.21% | Add +16.3% | 11,862 | $2.4M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.06% | Add +4.6% | 11,789 | $2.4M |
| Secure Asset Management, LLC | 0.40% | Add +208.9% | 11,765 | $2.4M |
| Zions Bancorporation, National Association | 0.12% | No change | 11,762 | $2.4M |
| Founders Financial Alliance, LLC | 0.45% | Reduce -7.8% | 11,756 | $2.4M |
| Level Four Advisory Services, LLC | 0.08% | Add +51.8% | 11,755 | $2.4M |
| Oarsman Capital, Inc. | 0.33% | Reduce -21.3% | 11,725 | $2.4M |
| Baron Financial Group, LLC | 1.30% | Reduce -1.4% | 11,611 | $2.4M |
| Evercore Wealth Management, LLC | 0.03% | Reduce -3.9% | 11,514 | $2.3M |
| Tactive Advisors, LLC | 0.66% | Add +27.5% | 11,435 | $2.3M |
| Saxon Interests, Inc. | 0.91% | Reduce -54.5% | 11,529 | $2.3M |
| Clarion Wealth Managment Partners, LLC | 2.29% | Reduce -0.9% | 11,413 | $2.3M |
| Forum Financial Management, LP | 0.03% | Reduce -7.8% | 11,404 | $2.3M |
| IFP Advisors, Inc | 0.06% | Reduce -35.9% | 11,335 | $2.3M |
| AE Wealth Management LLC | 0.01% | Add +4.5% | 11,328 | $2.3M |
| Eagle Strategies LLC | 0.31% | Add +49.5% | 11,296 | $2.3M |
| SilverOak Wealth Management LLC | 0.39% | Add +0.5% | 11,234 | $2.3M |
| Money Concepts Capital Corp. | 0.14% | Add +4.0% | 11,229 | $2.3M |
| Intrepid Financial Planning Group LLC | 0.87% | Reduce -1.1% | 11,200 | $2.3M |
| Advocacy Wealth Management, LLC | 0.10% | New | 11,180 | $2.3M |
| Gries Financial LLC | 0.36% | Add +0.2% | 11,127 | $2.3M |
| Canandaigua National Bank & Trust Co. | 0.20% | Reduce -1.1% | 11,115 | $2.3M |
| Q3 Asset Management | 0.77% | New | 11,076 | $2.3M |
| CGN Advisors LLC | 0.18% | Reduce -0.2% | 11,025 | $2.2M |
| GAMCO Investors | 0.02% | Reduce -8.3% | 11,000 | $2.2M |
| Wealth Dimensions Group, Ltd. | 0.46% | Reduce -2.0% | 10,955 | $2.2M |
| Manchester Capital Management LLC | 0.30% | No change | 10,885 | $2.2M |
| Lion Street Advisors, LLC | 0.76% | Reduce -9.3% | 13,343 | $2.2M |
| HMS Capital Management, LLC | 0.92% | Reduce -0.0% | 10,772 | $2.2M |
| Wedbush Securities Inc. | 0.07% | Add +11.9% | 10,737 | $2.2M |
| Verus Financial Partners, Inc. | 0.21% | Add +0.0% | 10,735 | $2.2M |
| Deutsche Bank AG | 0.00% | Reduce -67.6% | 10,707 | $2.2M |
| Monograph Wealth Advisors, LLC | 0.22% | No change | 10,618 | $2.2M |
| CJM Wealth Advisers, Ltd. | 0.66% | No change | 10,597 | $2.2M |
| Brookstone Capital Management | 0.03% | Reduce -3.6% | 10,524 | $2.1M |
| FAS Wealth Partners, Inc. | 0.14% | Reduce -3.9% | 10,494 | $2.1M |
| ICONIQ Capital, LLC | 0.03% | No change | 10,489 | $2.1M |
| Burke & Herbert Bank & Trust Co. | 0.46% | Reduce -3.6% | 10,467 | $2.1M |
| SouthState Bank Corp | 0.10% | Reduce -12.5% | 10,343 | $2.1M |
| Bond & Devick Financial Network, Inc. | 0.63% | Reduce -3.0% | 10,275 | $2.1M |
| WestHill Financial Advisors, Inc. | 0.41% | Reduce -0.6% | 10,262 | $2.1M |
| Affiance Financial, LLC | 0.38% | No change | 10,247 | $2.1M |
| Florida Trust Wealth Management Co | 0.06% | Add +1.9% | 10,222 | $2.1M |
| Prosperity Consulting Group, LLC | 0.10% | Add +96.3% | 10,214 | $2.1M |
| jvl associates llc | 0.69% | No change | 10,211 | $2.1M |
| Advisory Resource Group | 0.37% | Add +30.5% | 10,193 | $2.1M |
| BBR Partners, LLC | 0.12% | Reduce -1.1% | 10,159 | $2.1M |
| New Age Alpha Advisors, LLC | 0.09% | Reduce -33.2% | 10,094 | $2.1M |
| Element Pointe Advisors, LLC | 0.44% | Add +3.1% | 10,069 | $2.0M |
| American Trust | 0.17% | Reduce -26.1% | 10,044 | $2.0M |
| Walled Lake Planning & Wealth Management, LLC | 0.67% | Reduce -0.4% | 10,015 | $2.0M |
| Mattern Capital Management, LLC | 0.24% | No change | 10,013 | $2.0M |
| Lee Danner & Bass Inc. | 0.15% | No change | 9,999 | $2.0M |
| Avantax Planning Partners, Inc. | 0.06% | Reduce -4.5% | 9,941 | $2.0M |
| Sapient Capital LLC | 0.03% | Reduce -0.3% | 9,934 | $2.0M |
| Cyndeo Wealth Partners, LLC | 0.11% | Add +0.0% | 9,771 | $2.0M |
| Insight Inv LLC | 1.17% | Reduce -3.4% | 9,771 | $2.0M |
| Glass Jacobson Investment Advisors llc | 0.72% | Add +4.8% | 9,762 | $2.0M |
| Summit Financial Strategies, Inc. | 0.17% | Add +0.4% | 9,707 | $2.0M |
| InvesTrust | 0.72% | Reduce -6.1% | 9,701 | $2.0M |
| Quotient Wealth Partners, LLC | 0.05% | Add +0.6% | 9,581 | $2.0M |
| Sax Wealth Advisors, LLC | 0.10% | Add +0.8% | 9,522 | $1.9M |
| Steph & Co. | 0.59% | Reduce -6.3% | 9,474 | $1.9M |
| Townsquare Capital LLC | 0.29% | No change | 9,458 | $1.9M |
| Phillips Financial Management, LLC | 0.13% | Reduce -7.5% | 9,407 | $1.9M |
| Insigneo Advisory Services, LLC | 0.13% | Add +17.9% | 9,386 | $1.9M |
| World Investment Advisors | 0.04% | Add +12.9% | 9,313 | $1.9M |
| Geneos Wealth Management Inc. | 0.05% | Add +0.1% | 9,238 | $1.9M |
| Rf&l Wealth Management, LLC | 1.10% | Add +7.1% | 9,177 | $1.9M |
| Marshall Financial Group Inc. | 0.51% | Reduce -0.6% | 9,167 | $1.9M |
| Invested Advisors | 2.69% | — | 9,919 | $1.8M |
| Benedict Financial Advisors Inc. | 0.40% | Reduce -2.9% | 9,026 | $1.8M |
| Atalanta Sosnoff Capital, LLC | 0.04% | Reduce -42.9% | 9,021 | $1.8M |
| Next Level Private LLC | 0.53% | Add +0.8% | 8,947 | $1.8M |
| IFC Advisors LLC | 0.34% | No change | 9,005 | $1.8M |
| Maryland Capital Advisors Inc. | 0.65% | No change | 8,964 | $1.8M |
| Bartlett & Co. Wealth Management LLC | 0.02% | No change | 8,950 | $1.8M |
| Prosperity Planning, Inc. | 0.68% | No change | 8,914 | $1.8M |
| True North Advisors, LLC | 0.29% | Add +11.4% | 8,879 | $1.8M |
| Northeast Investment Management | 0.07% | No change | 8,850 | $1.8M |
| Centerpoint Advisory Group | 1.40% | Reduce -7.3% | 8,843 | $1.8M |
| Burling Wealth Partners, LLC | 0.30% | Add +341.4% | 8,833 | $1.8M |
| U.S. Capital Wealth Advisors, LLC | 0.05% | Reduce -13.2% | 8,807 | $1.8M |
| Chemung Canal Trust Co. | 0.36% | Add +26.7% | 8,759 | $1.8M |
| Evoke Wealth, LLC | 0.04% | Add +9.2% | 8,744 | $1.8M |
| Twin Peaks Wealth Advisors, LLC | 0.61% | Add +1.0% | 8,717 | $1.8M |
| Mycio Wealth Partners, LLC | 0.41% | No change | 8,715 | $1.8M |
| Cambridge Financial Group, LLC | 0.56% | Add +48.3% | 8,576 | $1.7M |
| Indiana Trust & Investment Management Co | 0.53% | No change | 8,573 | $1.7M |
| Strategic Blueprint, LLC | 0.08% | Add +5.0% | 8,551 | $1.7M |
| Fifth Third Securities, Inc. | 0.12% | Add +0.7% | 8,543 | $1.7M |
| Myecfo, LLC | 0.78% | Reduce -4.1% | 8,475 | $1.7M |
| Intrust Bank NA | 0.14% | Reduce -3.2% | 8,399 | $1.7M |
| GenWealth Group, Inc. | 0.32% | Add +11.2% | 8,397 | $1.7M |
| Luts & Greenleigh Group, Inc. | 1.53% | Reduce -0.4% | 8,390 | $1.7M |
| Gryphon Financial Partners LLC | 0.19% | Add +2.5% | 8,383 | $1.7M |
| Calamos Wealth Management LLC | 0.06% | Add +7.6% | 8,342 | $1.7M |
| Two Sigma Securities, LLC | 0.25% | Reduce -42.4% | 8,310 | $1.7M |
| Elevation Point Wealth Partners, LLC | 0.12% | Add +431.1% | 8,280 | $1.7M |
| RKL Wealth Management LLC | 0.14% | No change | 8,270 | $1.7M |
| Nations Financial Group Inc, /Ia/ | 0.10% | Reduce -0.1% | 8,264 | $1.7M |
| Keystone Wealth Services, LLC | 0.37% | Add +0.1% | 8,264 | $1.7M |
| McAdam, LLC | 0.08% | Reduce -3.0% | 8,201 | $1.7M |
| Fiduciary Trust Co | 0.02% | Reduce -6.6% | 8,196 | $1.7M |
| Eldridge Investment Advisors, Inc. | 0.38% | Reduce -24.2% | 8,179 | $1.7M |
| Freestone Capital Holdings, LLC | 0.05% | Add +4.8% | 8,121 | $1.7M |
| Alamar Capital Management, LLC | 0.87% | No change | 8,104 | $1.6M |
| Barrett & Company, Inc. | 0.57% | Add +0.1% | 8,102 | $1.6M |
| IFG Advisory, LLC | 0.07% | Reduce -2.0% | 8,097 | $1.6M |
| Sound View Wealth Advisors Group, LLC | 0.11% | Add +1.1% | 8,063 | $1.6M |
| Clifford Group, LLC | 1.27% | Reduce -0.0% | 8,034 | $1.6M |
| Hansen & Associates Financial Group, Inc. | 0.68% | New | 7,884 | $1.6M |
| Sepio Capital, LP | 0.10% | Reduce -76.4% | 8,017 | $1.6M |
| Bannerman Wealth Management Group, LLC | 1.20% | Reduce -4.7% | 7,995 | $1.6M |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.01% | No change | 7,920 | $1.6M |
| Legacy Advisors, LLC | 0.20% | — | 7,964 | $1.6M |
| Great Waters Wealth Management | 0.19% | Reduce -0.0% | 7,938 | $1.6M |
| First Manhattan Co. Llc. | 0.00% | Add +23.7% | 7,882 | $1.6M |
| Vista Capital Partners, Inc. | 0.16% | Reduce -26.0% | 7,847 | $1.6M |
| Nabity-Jensen Investment Management Inc | 1.10% | No change | 7,818 | $1.6M |
| Baron Silver Stevens Financial Advisors, LLC | 0.23% | Reduce -0.3% | 7,810 | $1.6M |
| Jordan Park Group LLC | 0.09% | No change | 7,799 | $1.6M |
| Beacon Financial Group | 0.16% | Reduce -0.6% | 7,798 | $1.6M |
| Bensler, LLC | 0.16% | Add +0.0% | 7,777 | $1.6M |
| Cooper Financial Group | 0.18% | Reduce -1.8% | 7,770 | $1.6M |
| Anchor Investment Management, LLC | 0.13% | Add +2.1% | 7,748 | $1.6M |
| Paragon Financial Partners, Inc. | 0.99% | Add +0.1% | 7,732 | $1.6M |
| Key Financial Inc | 0.29% | Add +0.3% | 7,714 | $1.6M |
| Mma Asset Management LLC | 0.52% | Add +2.6% | 7,665 | $1.6M |
| David Kennon Inc | 0.56% | Add +1.2% | 7,650 | $1.6M |
| Enclave Advisors LLC | 0.24% | Add +0.0% | 7,624 | $1.6M |
| Asset Dedication, LLC | 0.10% | Reduce -0.1% | 7,608 | $1.5M |
| First Western Trust Bank | 0.07% | Reduce -23.7% | 7,597 | $1.5M |
| Mayport, LLC | 0.33% | No change | 7,500 | $1.5M |
| Maxele Advisors, LLC | 1.31% | Add +0.3% | 7,479 | $1.5M |
| Aegis Wealth Management LLC | 0.81% | Reduce -12.7% | 7,471 | $1.5M |
| Horizon Wealth Management, LLC | 0.22% | Add +1.3% | 7,456 | $1.5M |
| Cardiff Park Advisors, LLC | 0.12% | Add +0.1% | 7,387 | $1.5M |
| Wick Capital Partners, LLC | 0.36% | Reduce -15.0% | 7,356 | $1.5M |
| Pinnacle Associates Ltd. | 0.02% | Reduce -25.5% | 7,349 | $1.5M |
| Sage Mountain Advisors LLC | 0.09% | Reduce -2.3% | 7,295 | $1.5M |
| Cambridge Capital Management, LLC | 0.71% | Add +0.1% | 7,289 | $1.5M |
| Guardian Wealth Advisors, LLC / NC | 0.10% | Add +7.5% | 7,286 | $1.5M |
| Bruce G. Allen Investments, LLC | 1.06% | Add +0.3% | 7,279 | $1.5M |
| TCI Wealth Advisors, Inc. | 0.09% | Add +29.6% | 7,279 | $1.5M |
| Wealth Alliance, LLC | 0.15% | New | 7,270 | $1.5M |
| Litman Gregory Wealth Management LLC | 0.11% | No change | 7,267 | $1.5M |
| Nicolet Advisory Services, LLC | 0.11% | Add +0.1% | 7,177 | $1.5M |
| Bradley Foster & Sargent Inc. | 0.02% | Reduce -2.6% | 7,167 | $1.5M |
| Ethos Financial Group, LLC | 0.11% | Reduce -0.4% | 7,155 | $1.5M |
| Welch & Forbes LLC | 0.02% | No change | 7,145 | $1.5M |
| Fiducient Advisors LLC | 0.17% | Add +8.1% | 7,129 | $1.5M |
| Greenleaf Trust | 0.01% | Reduce -3.7% | 7,113 | $1.4M |
| Capital Asset Advisory Services LLC | 0.06% | Reduce -0.5% | 7,110 | $1.4M |
| Opus Capital Group, LLC | 0.16% | Reduce -1.0% | 7,104 | $1.4M |
| Kornitzer Capital Management Inc. | 0.03% | Reduce -5.5% | 7,080 | $1.4M |
| Earned Wealth Advisors, LLC | 0.24% | Add +0.0% | 7,047 | $1.4M |
| Capital World Investors | 0.00% | Add +3.3% | 7,058 | $1.4M |
| Park Place Capital Corp | 0.30% | Reduce -5.6% | 7,023 | $1.4M |
| Larson Financial Group LLC | 0.05% | Reduce -2.8% | 7,004 | $1.4M |
| American Financial Advisors, LLC | 0.18% | Reduce -12.8% | 6,992 | $1.4M |
| Market Street Wealth Management Advisors LLC | 0.23% | Reduce -2.2% | 6,990 | $1.4M |
| Vise Technologies, Inc. | 0.05% | Reduce -47.9% | 6,969 | $1.4M |
| Global Wealth Management, LLC | 0.74% | Reduce -15.3% | 6,964 | $1.4M |
| B. Riley Wealth Advisors, Inc. | 0.07% | Reduce -9.7% | 6,963 | $1.4M |
| Colonial Trust Co / SC | 0.19% | Reduce -0.4% | 6,943 | $1.4M |
| RFP Financial Group LLC | 0.57% | No change | 7,616 | $1.4M |
| Almanack Investment Partners, LLC. | 0.22% | Reduce -34.1% | 6,918 | $1.4M |
| West Michigan Advisors, LLC | 0.34% | Add +0.0% | 6,904 | $1.4M |
| Regal Investment Advisors LLC | 0.09% | Add +87.7% | 6,887 | $1.4M |
| Global Strategic Investment Solutions, LLC | 0.14% | Add +0.1% | 6,789 | $1.4M |
| Garde Capital, Inc. | 0.07% | Reduce -2.2% | 6,771 | $1.4M |
| First Hawaiian Bank | 0.18% | No change | 6,771 | $1.4M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.03% | Add +0.0% | 6,735 | $1.4M |
| Verum Partners LLC | 0.29% | Reduce -3.3% | 6,715 | $1.4M |
| Frederick Financial Consultants, LLC | 0.77% | Reduce -0.4% | 6,715 | $1.4M |
| Diversify Wealth Management, LLC | 0.08% | Add +7.5% | 6,671 | $1.4M |
| Seneca Financial Advisors LLC | 0.44% | Reduce -12.4% | 6,639 | $1.4M |
| Perennial Investment Advisors, LLC | 0.11% | Reduce -1.9% | 6,624 | $1.3M |
| EverSource Wealth Advisors, LLC | 0.05% | Add +124.3% | 6,584 | $1.3M |
| High Probability Advisors, LLC | 0.18% | Add +7.3% | 6,564 | $1.3M |
| Angeles Wealth Management, LLC | 0.08% | Add +9.7% | 6,564 | $1.3M |
| Financial Advisors, LLC | 0.24% | No change | 6,537 | $1.3M |
| VeraBank, N.A. | 0.25% | No change | 6,485 | $1.3M |
| Whitegate Investment Counselors, Inc. | 0.43% | Reduce -2.3% | 6,479 | $1.3M |
| Warwick Investment Management, Inc. | 0.23% | Add +0.2% | 6,474 | $1.3M |
| Bailard, Inc. | 0.03% | No change | 6,468 | $1.3M |
| Krilogy Financial LLC | 0.05% | New | 6,428 | $1.3M |
| Coastline Trust Co | 0.14% | Reduce -1.7% | 6,438 | $1.3M |
| SG Americas Securities, LLC | 0.00% | Reduce -94.0% | 6,431 | $1.3M |
| Halbert Hargrove Global Advisors, LLC | 0.06% | Add +776.6% | 6,408 | $1.3M |
| Northstar Group, Inc. | 0.20% | Reduce -0.9% | 6,389 | $1.3M |
| Wetzel Investment Advisors, Inc. | 0.56% | Reduce -0.8% | 6,373 | $1.3M |
| International Assets Investment Management, LLC | 0.10% | No change | 6,597 | $1.3M |
| BHK Investment Advisors, LLC | 0.48% | Add +0.0% | 6,351 | $1.3M |
| Applied Finance Capital Management, LLC | 0.09% | Reduce -74.7% | 6,331 | $1.3M |
| Certified Advisory Corp | 0.12% | Reduce -3.6% | 6,308 | $1.3M |
| Natixis | 0.01% | Reduce -0.9% | 6,298 | $1.3M |
| AlphaCore Capital LLC | 0.04% | Add +0.0% | 6,286 | $1.3M |
| Main Street Financial Solutions, LLC | 0.08% | Add +36.5% | 6,279 | $1.3M |
| One Wealth Advisors, LLC | 0.16% | No change | 6,274 | $1.3M |
| Matrix Asset Advisors Inc. | 0.12% | Add +1.2% | 6,272 | $1.3M |
| Exencial Wealth Advisors, LLC | 0.04% | Add +4.5% | 6,267 | $1.3M |
| Forvis Mazars Wealth Advisors, LLC | 0.03% | Reduce -3.7% | 6,235 | $1.3M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.15% | Add +0.4% | 6,228 | $1.3M |
| Cascade Wealth Advisors, Inc | 0.62% | Reduce -5.7% | 6,117 | $1.3M |
| Texas Bank & Trust Co | 0.47% | Reduce -0.8% | 6,168 | $1.3M |
| KMG Fiduciary Partners, LLC | 0.08% | Add +0.1% | 6,148 | $1.3M |
| Capital International Investors | 0.00% | Add +3.3% | 6,139 | $1.2M |
| T. Rowe Price Associates Inc. | 0.00% | Reduce -6.5% | 6,124 | $1.2M |
| Connecticut Wealth Management, LLC | 0.06% | Add +30.6% | 6,114 | $1.2M |
| Tranquility Partners, LLC | 0.42% | Reduce -6.2% | 6,098 | $1.2M |
| Thomasville National Bank | 0.08% | Reduce -2.9% | 6,097 | $1.2M |
| Turtle Creek Wealth Advisors, LLC | 0.11% | No change | 6,085 | $1.2M |
| Wesbanco Bank Inc. | 0.03% | Reduce -1.1% | 6,079 | $1.2M |
| Capital Investment Advisors, LLC | 0.02% | Add +1.0% | 6,069 | $1.2M |
| Stableford Capital II LLC | 0.45% | Reduce -0.0% | 6,048 | $1.2M |
| Intrua Financial, LLC | 0.14% | New | 6,029 | $1.2M |
| Trust Co of the South | 0.20% | Reduce -1.3% | 6,000 | $1.2M |
| TFO Wealth Partners, LLC | 0.20% | Add +24.6% | 5,998 | $1.2M |
| Amplius Wealth Advisors, LLC | 0.11% | Reduce -18.3% | 5,987 | $1.2M |
| SkyView Investment Advisors, LLC | 0.15% | No change | 5,975 | $1.2M |
| Thrive Wealth Management, LLC | 0.18% | Add +1.1% | 5,959 | $1.2M |
| Apollon Financial, LLC | 0.20% | Add +2.0% | 5,945 | $1.2M |
| Sigma Investment Counselors Inc. | 0.06% | Reduce -1.2% | 5,935 | $1.2M |
| Choate Investment Advisors | 0.03% | Reduce -1.0% | 5,926 | $1.2M |
| National Philanthropic Trust | 0.01% | No change | 5,925 | $1.2M |
| Mascoma Wealth Management LLC | 0.26% | Reduce -3.3% | 5,880 | $1.2M |
| Fort Point Capital Partners LLC | 0.15% | Reduce -8.3% | 5,853 | $1.2M |
| Apexium Financial, LP | 0.06% | Reduce -0.9% | 5,853 | $1.2M |
| Fairvoy Private Wealth, LLC | 0.27% | No change | 5,844 | $1.2M |
| LWM Advisory Services, LLC | 0.69% | Add +11.0% | 5,843 | $1.2M |
| Encompass Wealth Advisors, LLC | 0.40% | Add +0.0% | 5,820 | $1.2M |
| Capital Advantage, Inc. | 0.18% | Reduce -2.0% | 5,799 | $1.2M |
| Collective Family Office LLC | 0.28% | No change | 5,797 | $1.2M |
| German American Bancorp, Inc. | 0.10% | Reduce -4.3% | 5,763 | $1.2M |
| Harbour Investments, Inc. | 0.03% | Reduce -0.2% | 5,762 | $1.2M |
| Canvas Wealth Advisors, LLC | 0.21% | Add +23.2% | 5,705 | $1.2M |
| Jacobi Capital Management LLC | 0.07% | Add +0.0% | 5,722 | $1.2M |
| Middleton & Co. Inc. | 0.13% | No change | 5,696 | $1.2M |
| Sendero Wealth Management, LLC | 0.14% | No change | 5,693 | $1.2M |
| Fragasso Financial Advisors Inc | 0.07% | Reduce -1.0% | 5,645 | $1.2M |
| Live Oak Private Wealth LLC | 0.16% | Add +0.1% | 5,662 | $1.2M |
| Journey Strategic Wealth LLC | 0.03% | Reduce -1.4% | 5,653 | $1.2M |
| Vance Wealth, LLC | 0.35% | Reduce -2.6% | 5,597 | $1.1M |
| Advisors Capital Management, LLC | 0.01% | Reduce -0.2% | 5,595 | $1.1M |
| Snider Financial Group | 0.31% | Reduce -9.1% | 5,561 | $1.1M |
| Foundations Investment Advisors, LLC | 0.02% | Add +10.3% | 5,559 | $1.1M |
| PFG Investments, LLC | 0.06% | Reduce -4.8% | 5,544 | $1.1M |
| Farmers & Merchants Investments Inc. | 0.03% | No change | 5,543 | $1.1M |
| Parisi Gray Wealth Management | 0.29% | Reduce -2.4% | 5,532 | $1.1M |
| Legacy Capital Wealth Partners, LLC | 0.24% | Add +68.7% | 5,532 | $1.1M |
| City Holding Co. | 0.14% | Add +0.7% | 5,524 | $1.1M |
| Investment Advisory Group, LLC | 0.31% | No change | 5,519 | $1.1M |
| Smead Capital Management, Inc. | 0.02% | Add +57.5% | 5,506 | $1.1M |
| Cornerstone Wealth Management, LLC | 0.06% | Reduce -1.1% | 5,484 | $1.1M |
| ORG Partners LLC | 0.21% | Add +80.5% | 5,388 | $1.1M |
| First Foundation Advisors | 0.04% | Add +2.7% | 5,477 | $1.1M |
| Clark Capital Management Group, Inc. | 0.01% | Add +51.2% | 5,456 | $1.1M |
| Chesley Taft & Associates LLC | 0.05% | Add +1.2% | 5,432 | $1.1M |
| First National Trust Co | 0.04% | Reduce -0.6% | 5,427 | $1.1M |
| Alteri Wealth LLC | 0.38% | Reduce -18.0% | 5,423 | $1.1M |
| Tsfg, LLC | 0.17% | Reduce -2.4% | 5,409 | $1.1M |
| Moneco Advisors, LLC | 0.09% | Reduce -7.2% | 5,404 | $1.1M |
| Vawter Financial, Ltd. | 0.50% | New | 5,398 | $1.1M |
| Core Wealth Advisors, Inc. | 0.29% | Add +0.8% | 5,383 | $1.1M |
| Staley Capital Advisers Inc. | 0.04% | No change | 5,358 | $1.1M |
| F/m Investments LLC | 0.04% | Add +8.4% | 5,343 | $1.1M |
| Stonebridge Financial Planning Group, LLC | 0.41% | Add +0.1% | 5,317 | $1.1M |
| Fortitude Family Office, LLC | 0.29% | New | 5,300 | $1.1M |
| YANKCOM Partnership | 0.48% | No change | 5,249 | $1.1M |
| Norris Perne & French LLP | 0.07% | No change | 5,229 | $1.1M |
| CENTRAL TRUST Co | 0.02% | No change | 5,219 | $1.1M |
| JP Wealth Management, Inc. | 0.71% | No change | 5,216 | $1.1M |
| BlueChip Wealth Advisors LLC | 0.45% | Reduce -2.8% | 5,205 | $1.1M |
| Belpointe Asset Management LLC | 0.04% | Add +4.2% | 5,205 | $1.1M |
| Janney Capital Management LLC | 0.07% | Reduce -1.9% | 5,200 | $1.1M |
| Anderson Hoagland & Co. | 0.09% | Reduce -2.6% | 5,183 | $1.1M |
| Meridian Wealth Management, LLC | 0.04% | Add +3.2% | 5,198 | $1.1M |
| HUB Investment Partners, LLC | 0.04% | Add +0.4% | 5,179 | $1.1M |
| Sharkey, Howes & Javer | 0.14% | Add +0.1% | 5,174 | $1.1M |
| Ellevest, Inc. | 0.15% | Add +2.5% | 5,169 | $1.1M |
| CRA Financial Services, LLC | 0.14% | Add +9.1% | 5,162 | $1.1M |
| Investmark Advisory Group LLC | 0.46% | Reduce -0.1% | 5,158 | $1.1M |
| First Financial Corp. | 0.41% | Reduce -1.1% | 5,149 | $1.0M |
| BSW Wealth Partners | 0.13% | No change | 5,148 | $1.0M |
| DAVENPORT & Co LLC | 0.01% | Add +11.1% | 5,145 | $1.0M |
| CreativeOne Wealth, LLC | 0.03% | Reduce -25.7% | 5,133 | $1.0M |
| Bonfire Financial | 0.80% | Add +0.4% | 5,111 | $1.0M |
| Uptick Partners, LLC | 0.27% | Reduce -4.9% | 5,100 | $1.0M |
| Evergreen Capital Management LLC | 0.02% | No change | 5,085 | $1.0M |
| Brown Financial Advisory | 0.54% | Reduce -0.7% | 5,082 | $1.0M |
| S&co Inc. | 0.06% | No change | 5,050 | $1.0M |
| Tassel Capital Management, Inc. | 0.65% | Add +0.4% | 5,012 | $1.0M |
| Hemington Wealth Management | 0.13% | Reduce -0.8% | 5,010 | $1.0M |
| Coldstream Capital Management Inc. | 0.01% | Add +7.4% | 4,994 | $1.0M |
| Pacific Financial Group Inc. | 0.75% | Add +1.3% | 4,981 | $1.0M |
| Beaumont Financial Advisors, LLC | 0.07% | Add +0.8% | 4,964 | $1.0M |
| Hoese & Co LLP | 0.77% | Reduce -2.0% | 4,963 | $1.0M |
| Symmetry Partners, LLC | 0.11% | Reduce -0.8% | 4,954 | $1.0M |
| Adirondack Trust Co. | 0.33% | Reduce -0.3% | 4,887 | $995K |
| Elevate Wealth Advisory, Inc. | 0.72% | Reduce -2.3% | 4,862 | $990K |
| Patten Group, Inc. | 0.19% | Reduce -3.3% | 4,860 | $989K |
| Embree Financial Group | 0.13% | Reduce -15.1% | 4,848 | $987K |
| Dakota Wealth Management | 0.02% | Reduce -7.5% | 4,807 | $979K |
| Columbia Bank | 0.27% | Add +1.6% | 4,794 | $977K |
| Capital Group Private Client Services, Inc. | 0.02% | Add +12.1% | 4,780 | $973K |
| J. Safra Sarasin Holding AG | 0.02% | No change | 4,764 | $968K |
| Bedel Financial Consulting, Inc. | 0.12% | Add +5.5% | 4,749 | $967K |
| WealthShield Partners, LLC | 0.11% | Reduce -14.1% | 4,738 | $965K |
| Bogart Wealth, LLC | 0.04% | No change | 4,699 | $957K |
| Legacy Trust | 0.19% | No change | 4,695 | $956K |
| Lakewood Asset Management LLC | 0.58% | Add +0.8% | 4,688 | $954K |
| Higgins & Schmidt Wealth Strategies LLC | 0.48% | Reduce -1.2% | 4,686 | $954K |
| Bridgewater Advisors Inc. | 0.07% | Add +3.2% | 4,680 | $951K |
| Plante Moran Financial Advisors, LLC | 0.06% | Add +3.5% | 4,668 | $950K |
| Woodside Wealth Management LLC | 0.75% | No change | 4,665 | $950K |
| Titleist Asset Management, LLC | 0.08% | Add +7.0% | 4,650 | $947K |
| Willow Creek Wealth Management Inc. | 0.08% | No change | 4,635 | $944K |
| Wise Wealth Partners | 1.43% | Add +1.6% | 4,609 | $938K |
| Hilltop Holdings Inc. | 0.05% | Reduce -4.3% | 4,605 | $938K |
| Annex Advisory Services, LLC | 0.02% | Reduce -7.7% | 4,598 | $936K |
| Betterment LLC | 0.00% | Reduce -21.9% | 4,596 | $936K |
| Renasant Bank | 0.59% | Add +4.7% | 4,589 | $934K |
| First Bank & Trust | 0.16% | No change | 4,584 | $933K |
| Resonant Capital Advisors, LLC | 0.05% | Add +339.6% | 4,563 | $929K |
| Walkner Condon Financial Advisors LLC | 0.15% | Add +1.3% | 4,554 | $927K |
| 1834 Investment Advisors Co. | 0.11% | Reduce -5.0% | 4,547 | $926K |
| Guidance Point Advisors, LLC | 0.23% | Reduce -1.3% | 4,529 | $923K |
| Roehl & Yi Investment Advisors, LLC | 0.40% | No change | 4,530 | $922K |
| PKS Advisory Services, LLC | 0.21% | Add +0.4% | 4,449 | $906K |
| American National Bank & Trust | 0.09% | Reduce -6.8% | 4,443 | $905K |
| Independent Financial Group, LLC | 0.02% | Add +3.2% | 4,423 | $901K |
| Regent Peak Wealth Advisors LLC | 0.18% | — | 4,421 | $900K |
| Regimen Wealth, LLC | 0.27% | Add +0.2% | 4,393 | $894K |
| Matthew Goff Investment Advisor, LLC | 0.15% | No change | 4,387 | $893K |
| Accurate Wealth Management, LLC | 0.12% | No change | 4,387 | $891K |
| Cadence Bank | 0.05% | Reduce -0.1% | 4,371 | $890K |
| Flagship Harbor Advisors, LLC | 0.04% | Add +0.6% | 4,368 | $889K |
| RiverFront Investment Group, LLC | 0.02% | Reduce -3.8% | 4,345 | $885K |
| Veracity Capital LLC | 0.28% | Reduce -5.0% | 4,335 | $883K |
| Mezzasalma Advisors, LLC | 0.23% | No change | 4,333 | $882K |
| Hoge Financial Services, LLC | 0.51% | Add +0.4% | 4,330 | $882K |
| MassMutual Private Wealth & Trust, FSB | 0.02% | Reduce -0.8% | 4,319 | $879K |
| Magnolia Private Wealth, LLC | 0.64% | Reduce -0.1% | 4,302 | $876K |
| Benjamin Edwards Inc. | 0.01% | Add +162.2% | 4,250 | $865K |
| Barnett & Company, Inc. | 0.67% | No change | 4,241 | $863K |
| Invenio Wealth Partners LLC | 0.31% | Reduce -0.1% | 4,240 | $863K |
| AdvisorNet Financial, Inc | 0.05% | Reduce -8.8% | 4,233 | $862K |
| Lutz Financial Services LLC | 0.06% | Add +14.8% | 4,200 | $855K |
| Paragon Capital Management Ltd | 0.16% | Add +0.1% | 4,198 | $855K |
| Robinson Value Management, Ltd. | 0.50% | Add +12.1% | 4,193 | $854K |
| Citadel Advisors | 0.00% | New | 4,188 | $853K |
| Golden Road Advisors LLC | 0.49% | Add +0.8% | 4,168 | $849K |
| Partners in Financial Planning | 0.15% | Add +0.1% | 4,153 | $845K |
| Wedmont Private Capital | 0.03% | Add +0.1% | 4,122 | $843K |
| XTX Topco Ltd | 0.04% | Add +184.6% | 4,141 | $843K |
| GC Wealth Management RIA, LLC | 0.03% | Add +20.3% | 4,136 | $842K |
| London Co. of Virginia | 0.00% | Reduce -38.8% | 4,100 | $835K |
| Woodmont Investment Counsel LLC | 0.06% | No change | 4,087 | $832K |
| LongView Wealth Management | 0.23% | Add +76.3% | 4,084 | $831K |
| Zhang Financial LLC | 0.03% | Add +46.9% | 4,079 | $831K |
| American Investment Services, Inc. | 0.20% | No change | 4,076 | $830K |
| ABLE Financial Group, LLC | 0.18% | Reduce -3.2% | 4,066 | $828K |
| Eight 31 Financial, LLC | 0.47% | No change | 4,064 | $827K |
| Curi Capital, LLC | 0.02% | Add +2.2% | 4,063 | $827K |
| Aspen Grove Capital, LLC | 0.14% | New | 4,058 | $826K |
| Crestwood Advisors Group, LLC | 0.01% | Add +28.3% | 4,052 | $825K |
| Kelman-Lazarov, Inc. | 0.12% | Add +0.0% | 4,049 | $824K |
| Rodgers & Associates, LTD | 0.09% | Reduce -0.6% | 4,048 | $824K |
| Occidental Asset Management, LLC | 0.10% | No change | 4,039 | $822K |
| Sovran Advisors, LLC | 0.07% | Add +2.1% | 4,033 | $822K |
| Balboa Wealth Partners | 0.14% | Reduce -29.5% | 4,035 | $821K |
| Sigma Planning Corp | 0.02% | Add +23.5% | 4,012 | $817K |
| Robertson Stephens Wealth Management, LLC | 0.02% | No change | 4,009 | $816K |
| Alpha Financial Advisors, LLC | 0.29% | Reduce -1.1% | 4,003 | $815K |
| Bantamac Capital, LLC | 0.62% | No change | 4,000 | $814K |
| Logan Capital Management Inc. | 0.03% | Reduce -27.4% | 4,000 | $814K |
| James Investment Research, Inc. | 0.09% | Reduce -4.7% | 3,998 | $814K |
| MRWM Advisors, LLC | 0.46% | No change | 3,979 | $810K |
| Continuum Advisory, LLC | 0.09% | Add +0.6% | 3,958 | $806K |
| Edgemoor Investment Advisors, Inc. | 0.06% | Add +57.7% | 3,951 | $804K |
| CVA Family Office, LLC | 0.10% | Reduce -5.6% | 3,948 | $804K |
| DiNuzzo Private Wealth, Inc. | 0.09% | No change | 3,958 | $798K |
| DSG Capital Advisors, LLC | 0.13% | No change | 3,906 | $795K |
| Renaissance Technologies | 0.00% | Reduce -84.9% | 3,900 | $794K |
| Curran Financial Partners, LLC | 0.16% | Add +0.2% | 3,900 | $794K |
| Johnson Bixby & Associates, LLC | 0.10% | Reduce -16.2% | 3,881 | $790K |
| Baring Financial LLC | 0.54% | Add +0.2% | 3,873 | $788K |
| First United Bank & Trust | 0.26% | Reduce -3.4% | 3,867 | $787K |
| MWA Asset Management | 0.43% | Reduce -0.9% | 3,850 | $784K |
| Roxbury Financial LLC | 0.72% | Reduce -3.8% | 3,846 | $783K |
| Trust Point Inc. | 0.06% | Reduce -2.4% | 3,835 | $781K |
| Tocqueville Asset Management L.P. | 0.01% | Add +3.9% | 3,835 | $781K |
| William Howard & Co Financial Advisors Inc | 0.66% | Add +0.5% | 3,832 | $780K |
| Benchmark Financial Wealth Advisors, LLC | 0.23% | Add +0.2% | 3,831 | $780K |
| Michels Family Financial, LLC | 0.60% | Reduce -2.7% | 3,813 | $776K |
| Charter Oak Capital Management, LLC | 0.06% | No change | 3,808 | $775K |
| Lowery Thomas, LLC | 0.45% | Reduce -6.9% | 3,806 | $775K |
| Elequin Capital, LP | 0.07% | Add +125.0% | 3,805 | $775K |
| Sunpointe, LLC | 0.28% | No change | 3,802 | $774K |
| Emprise Bank | 0.33% | No change | 3,801 | $774K |
| QRG Capital Management, Inc. | 0.01% | Reduce -16.7% | 3,796 | $773K |
| SeaCrest Wealth Management, LLC | 0.08% | Add +0.1% | 3,768 | $772K |
| Mayflower Financial Advisors, LLC | 0.10% | Add +0.6% | 3,783 | $770K |
| First County Bank | 0.39% | No change | 3,777 | $769K |
| Harbor Asset Planning, Inc. | 0.68% | Add +0.3% | 3,754 | $764K |
| Lowe Brockenbrough & Co. Inc. | 0.04% | Reduce -6.7% | 3,744 | $762K |
| Bison Wealth, LLC | 0.07% | Add +68.0% | 3,733 | $762K |
| Roble, Belko & Company, Inc | 0.10% | No change | 3,705 | $754K |
| Magnolia Capital Advisors LLC | 0.20% | Reduce -0.8% | 3,702 | $754K |
| Brass Tax Wealth Management, Inc. | 0.13% | New | 3,700 | $753K |
| Root Financial Partners, LLC | 0.05% | Add +59.0% | 3,675 | $748K |
| Archford Capital Strategies, LLC | 0.09% | Add +1.5% | 3,665 | $746K |
| Rockbridge Investment Management, LCC | 0.07% | Reduce -0.5% | 3,656 | $744K |
| CWA Asset Management Group, LLC | 0.03% | Reduce -25.0% | 3,655 | $744K |
| Aft, Forsyth & Company, Inc. | 0.36% | Add +0.2% | 3,651 | $743K |
| BKM Wealth Management, LLC | 0.27% | Reduce -3.4% | 3,644 | $742K |
| Hanover Advisors Inc. | 0.28% | No change | 3,604 | $734K |
| Empire Financial Management Company, LLC | 0.17% | Reduce -1.4% | 3,602 | $733K |
| Warner Financial, Inc. | 0.27% | Add +0.4% | 3,591 | $731K |
| Morris Financial Concepts, Inc. | 0.26% | Add +3.1% | 3,567 | $726K |
| Moss Adams Wealth Advisors LLC | 0.06% | No change | 3,567 | $726K |
| Capital City Trust Co. | 0.18% | No change | 3,563 | $725K |
| Independence Bank of Kentucky | 0.09% | No change | 3,550 | $723K |
| Financial Guidance Group, Inc. | 0.32% | No change | 3,542 | $721K |
| Stanich Group LLC | 0.44% | Reduce -5.9% | 3,541 | $721K |
| Pitcairn Co. | 0.06% | No change | 3,539 | $721K |
| Waterfront Wealth Inc. | 0.15% | No change | 3,525 | $720K |
| Bourgeon Capital Management LLC | 0.13% | No change | 3,528 | $718K |
| Mason Investment Advisory Services, Inc. | 0.04% | Add +0.4% | 3,512 | $715K |
| Moloney Securities Asset Management, LLC | 0.08% | Add +0.2% | 3,478 | $708K |
| BankPlus Trust Department | 0.19% | Add +3.4% | 3,477 | $708K |
| Cornell Pochily Investment Advisors, Inc. | 0.21% | No change | 3,464 | $705K |
| Texas Yale Capital Corp. | 0.02% | Add +2.7% | 3,460 | $704K |
| Manhattan West Asset Management, LLC | 0.15% | Add +10.8% | 3,455 | $703K |
| Auxano Advisors, LLC | 0.15% | No change | 3,442 | $701K |
| Jaffetilchin Investment Partners, LLC | 0.04% | Add +0.4% | 3,438 | $700K |
| Stonebrook Private Inc. | 0.15% | Reduce -0.9% | 3,436 | $700K |
| LRI Investments, LLC | 0.06% | Reduce -30.0% | 3,426 | $697K |
| Cascade Financial Partners, LLC | 0.08% | No change | 3,397 | $692K |
| Westmount Partners, LLC | 0.18% | No change | 3,388 | $691K |
| Independent Advisor Alliance | 0.02% | Add +9.6% | 3,381 | $688K |
| Miller Investment Management, LP | 0.07% | No change | 3,368 | $686K |
| AAF Wealth Management, LLC | 0.31% | Reduce -6.3% | 3,348 | $682K |
| Peck Wealth Management, LLC | 0.65% | — | 3,336 | $679K |
| Harvest Investment Services, LLC | 0.14% | Add +2.6% | 3,335 | $679K |
| Rice Partnership, LLC | 0.10% | Add +59.9% | 3,330 | $678K |
| HORAN Wealth, LLC | 0.11% | New | 3,328 | $678K |
| Bell Bank | 0.03% | No change | 3,324 | $677K |
| Debussy Capital Management LP | 0.10% | Add +0.1% | 3,320 | $676K |
| Wakefield Asset Management LLLP | 0.18% | Reduce -5.1% | 3,311 | $674K |
| PFG Advisors | 0.03% | New | 3,310 | $674K |
| Ballew Advisors, Inc | 0.37% | Reduce -7.5% | 3,306 | $672K |
| Financial Insights, Inc. | 0.22% | Add +4.3% | 3,291 | $670K |
| Melfa Wealth Management, Inc. | 0.39% | No change | 3,275 | $667K |
| Klingenstein Fields & Co. LP | 0.03% | New | 3,272 | $666K |
| Greenup Street Wealth Management LLC | 0.10% | No change | 3,264 | $665K |
| Signature Estate & Investment Advisors LLC | 0.01% | Reduce -0.2% | 3,242 | $660K |
| Principal Securities, Inc. | 0.01% | Reduce -7.0% | 3,238 | $659K |
| WBH Advisory Inc. | 0.05% | No change | 3,234 | $658K |
| Marino, Stram & Associates LLC | 0.12% | Add +44.6% | 3,231 | $658K |
| Fort Sheridan Advisors LLC | 0.09% | Add +3.1% | 3,227 | $657K |
| Washington Trust Advisors, Inc. | 0.05% | Add +7.6% | 3,221 | $656K |
| Leavell Investment Management, Inc. | 0.03% | Reduce -3.0% | 3,217 | $655K |
| Greenwood Gearhart LLC | 0.04% | Add +1.8% | 3,215 | $655K |
| City National Bank of Florida | 0.43% | No change | 3,213 | $654K |
| TrueWealth Advisors, LLC | 0.18% | Reduce -0.2% | 3,208 | $653K |
| Tudor Financial Inc. | 0.35% | No change | 3,199 | $651K |
| Capital Analysts, LLC | 0.02% | Add +0.4% | 3,181 | $648K |
| Glassman Wealth Services | 0.09% | No change | 3,157 | $643K |
| Kingswood Wealth Advisors, LLC | 0.04% | Add +77.3% | 3,154 | $642K |
| Performance Wealth Partners, LLC | 0.02% | No change | 3,141 | $639K |
| Rialto Wealth Management, LLC | 0.16% | Reduce -14.1% | 3,136 | $638K |
| Chapin Davis, Inc. | 0.16% | Reduce -6.8% | 3,126 | $637K |
| Capital Investment Advisory Services, LLC | 0.05% | No change | 3,120 | $635K |
| Fidelity D & D Bancorp Inc. | 0.35% | No change | 3,113 | $634K |
| Robinson Smith Wealth Advisors LLC | 0.45% | Reduce -0.7% | 3,105 | $632K |
| Rockland Trust Co. | 0.03% | Add +60.0% | 3,104 | $632K |
| Institute for Wealth Management, LLC. | 0.07% | Add +13.2% | 3,097 | $630K |
| JSF Financial, LLC | 0.14% | Reduce -0.6% | 3,084 | $628K |
| Skyline Advisors, Inc. | 0.22% | Add +0.4% | 3,080 | $627K |
| Wescott Financial Advisory Group, LLC | 0.06% | Add +0.1% | 3,063 | $624K |
| Kirtland Hills Capital Management, LLC | 0.25% | No change | 3,043 | $620K |
| Coppell Advisory Solutions LLC | 0.07% | Reduce -2.0% | 3,039 | $618K |
| TFB Advisors LLC | 0.18% | Reduce -0.6% | 3,025 | $615K |
| Joel Adams & Associates, Inc. | 0.50% | Add +4.0% | 3,017 | $614K |
| Lunt Capital Management, Inc. | 0.23% | No change | 2,994 | $610K |
| Darwin Wealth Management, LLC | 0.19% | Reduce -0.6% | 2,993 | $609K |
| Orgel Wealth Management, LLC | 0.01% | Reduce -0.1% | 2,974 | $605K |
| Farmers Trust Co. | 0.10% | No change | 2,970 | $605K |
| Trust Co. of Vermont | 0.03% | Reduce -2.4% | 2,970 | $605K |
| Obermeyer Wealth Partners | 0.03% | No change | 2,966 | $604K |
| GGM Financial LLC | 0.30% | Add +2.0% | 2,945 | $600K |
| LM Advisors LLC | 0.09% | No change | 2,941 | $599K |
| Axis Wealth Partners, LLC | 0.35% | Reduce -1.1% | 2,938 | $598K |
| Brown, Lisle/Cummings, Inc. | 0.15% | No change | 2,935 | $598K |
| Ground Swell Capital, LLC | 1.31% | New | 2,925 | $596K |
| Berkeley Capital Partners, LLC | 0.14% | No change | 2,902 | $591K |
| Quadrant Private Wealth Management, LLC | 0.11% | No change | 2,899 | $590K |
| Oxler Private Wealth LLC | 0.17% | Add +0.3% | 2,888 | $588K |
| Spinnaker Trust | 0.03% | No change | 2,879 | $586K |
| Meridian Wealth Advisors, LLC | 0.08% | No change | 2,878 | $586K |
| Mairs & Power Inc. | 0.01% | New | 13,886 | $586K |
| Bristlecone Advisors, LLC | 0.05% | No change | 2,865 | $583K |
| NCM Capital Management, LLC | 0.23% | Add +0.0% | 2,865 | $583K |
| St Germain D J Co. Inc. | 0.02% | No change | 2,851 | $580K |
| WealthPLAN Partners, LLC | 0.09% | No change | 2,842 | $579K |
| First Commonwealth Financial Corp | 0.10% | Reduce -5.3% | 2,836 | $577K |
| Pandora Wealth, Inc. | 0.35% | No change | 2,831 | $576K |
| Alpine Bank Wealth Management | 0.08% | No change | 2,823 | $575K |
| Citizens & Northern Corp. | 0.14% | Reduce -5.0% | 2,819 | $574K |
| Burton Enright Welch | 0.09% | No change | 2,801 | $570K |
| Mirador Capital Partners LP | 0.08% | Add +0.4% | 2,796 | $569K |
| Coastal Bridge Advisors, LLC | 0.04% | Reduce -17.9% | 2,779 | $566K |
| Parkshore Wealth Management, Inc. | 0.23% | Reduce -51.8% | 2,769 | $564K |
| Leo Wealth, LLC | 0.07% | Reduce -5.5% | 2,768 | $563K |
| Davis R M Inc. | 0.01% | Add +51.7% | 2,753 | $560K |
| Buckhead Capital Management LLC | 0.20% | No change | 2,750 | $560K |
| Cahill Financial Advisors Inc. | 0.06% | Add +0.1% | 2,741 | $558K |
| BOK Financial Private Wealth, Inc. | 0.03% | Add +41.4% | 2,727 | $555K |
| Aire Advisors, LLC | 0.10% | Add +0.1% | 2,726 | $555K |
| Genesis Wealth Advisors, LLC | 0.39% | No change | 2,713 | $552K |
| BIP Wealth, LLC | 0.03% | Add +73.7% | 2,695 | $549K |
| Front Row Advisors LLC | 0.18% | No change | 2,695 | $549K |
| Arlington Trust Co LLC | 0.10% | No change | 2,690 | $548K |
| Schnieders Capital Management, Llc. | 0.09% | — | 2,689 | $547K |
| Wealthspire Retirement, LLC | 0.03% | Reduce -1.8% | 2,686 | $547K |
| TCFG Wealth Management, LLC | 0.21% | Add +1.6% | 2,675 | $545K |
| APS Management Group, Inc. | 0.48% | — | 2,677 | $545K |
| Activest Wealth Management | 0.11% | Add +107.8% | 2,676 | $545K |
| Motco | 0.05% | Add +101.4% | 2,674 | $544K |
| Elyxium Wealth, LLC | 0.19% | No change | 2,665 | $543K |
| Townsend Asset Management Corp. /NC/ | 0.19% | Add +0.3% | 2,660 | $542K |
| Signal Advisors Wealth, LLC | 0.05% | New | 2,649 | $539K |
| Runnymede Capital Advisors, Inc. | 0.44% | Reduce -1.9% | 2,647 | $539K |
| SC&H Financial Advisors, Inc. | 0.09% | Add +0.2% | 2,641 | $538K |
| Gerber Kawasaki Wealth & Investment Management | 0.02% | Add +108.9% | 2,636 | $537K |
| Brogan Financial, Inc. | 0.23% | Add +0.5% | 2,636 | $537K |
| Empower Advisory Group, LLC | 0.00% | Add +18.7% | 2,636 | $537K |
| Klingman & Associates, LLC | 0.03% | Add +0.5% | 2,633 | $536K |
| Essex Bank | 0.12% | Reduce -2.4% | 2,626 | $535K |
| Retirement Planning Group, LLC | 0.02% | New | 2,623 | $534K |
| Chicago Wealth Management, Inc. | 0.23% | No change | 2,621 | $534K |
| Sovereign Financial Group, Inc. | 0.10% | No change | 2,621 | $534K |
| YHB Investment Advisors, Inc. | 0.04% | Add +0.4% | 2,620 | $533K |
| TigerOak Management, L.L.C. | 0.17% | No change | 2,617 | $533K |
| WealthBridge Capital Management, LLC | 0.12% | Reduce -1.3% | 2,612 | $532K |
| Stanley-Laman Group, Ltd. | 0.08% | No change | 2,596 | $528K |
| Hamilton Point Investment Advisors, LLC | 0.08% | Add +31.1% | 2,587 | $527K |
| Onyx Bridge Wealth Group LLC | 0.06% | Add +4.0% | 2,586 | $526K |
| PUREfi Wealth, LLC | 0.40% | Reduce -4.5% | 2,582 | $526K |
| Biltmore Family Office, LLC | 0.07% | No change | 2,573 | $524K |
| Providence Capital Advisors, LLC | 0.09% | No change | 2,569 | $523K |
| Operose Advisors LLC | 0.13% | Reduce -0.5% | 2,562 | $522K |
| Strategic Family Wealth Counselors, L.L.C. | 0.13% | Add +14.3% | 2,550 | $519K |
| Archer Investment Corp | 0.12% | Add +8.1% | 2,526 | $514K |
| Sand Hill Global Advisors, LLC | 0.02% | Reduce -10.4% | 2,522 | $513K |
| Cypress Capital, LLC | 0.15% | No change | 2,520 | $513K |
| FARMERS & MERCHANTS TRUST Co OF LONG BEACH | 0.11% | No change | 2,517 | $512K |
| Lodestar Private Asset Management LLC | 0.05% | Add +7.0% | 2,512 | $511K |
| Galvin, Gaustad & Stein, LLC | 0.04% | Add +2.3% | 2,509 | $511K |
| Wealthcare Capital Partners, LLC | 0.23% | Add +0.3% | 2,504 | $510K |
| Talisman Wealth Advisors LLC | 0.42% | Add +0.1% | 2,499 | $509K |
| Insight Advisors, LLC/ PA | 0.08% | No change | 2,490 | $508K |
| Central Pacific Bank - Trust Division | 0.06% | Reduce -6.6% | 2,468 | $502K |
| Beacon Financial Strategies CORP | 0.29% | Reduce -21.6% | 2,454 | $500K |
| Hazlett, Burt & Watson, Inc. | 0.18% | Add +24.4% | 2,449 | $498K |
| CoreCap Advisors, LLC | 0.02% | Add +53.0% | 2,446 | $498K |
| Gallacher Capital Management LLC | 0.20% | Add +0.6% | 2,427 | $494K |
| Members Trust Co | 0.02% | No change | 2,424 | $494K |
| Texas Capital Bank Wealth Management Services Inc | 0.04% | Reduce -11.3% | 2,421 | $493K |
| Austin Asset Management Co Inc | 0.09% | No change | 2,401 | $489K |
| City of London Investment Management Co. Ltd. | 0.04% | New | 2,400 | $489K |
| Rockwood Wealth Management, LLC | 0.04% | Reduce -0.8% | 2,391 | $487K |
| Ellis Investment Partners, LLC | 0.09% | Reduce -3.8% | 2,384 | $485K |
| PBMares Wealth Management LLC | 0.08% | No change | 2,378 | $484K |
| Compound Planning, Inc. | 0.02% | Reduce -18.8% | 2,372 | $483K |
| Alexis Investment Partners, LLC | 0.04% | No change | 2,364 | $481K |
| Pettyjohn, Wood & White, Inc. | 0.08% | No change | 2,360 | $480K |
| First Citizens Asset Management, Inc. | 0.17% | Add +5.7% | 2,357 | $480K |
| Millennium Management | 0.00% | Reduce -91.5% | 2,356 | $480K |
| Moors & Cabot, Inc. | 0.02% | Add +5.7% | 2,353 | $479K |
| Virtue Capital Management, LLC | 0.08% | Reduce -18.3% | 2,578 | $478K |
| BCS Private Wealth Management, Inc. | 0.17% | Add +19.0% | 2,347 | $478K |
| Navigation Wealth Management, Inc. | 0.70% | Add +48.3% | 2,345 | $478K |
| Cornerstone Advisors Asset Management, LLC | 0.08% | Add +11.1% | 2,344 | $477K |
| Promus Capital, LLC | 0.30% | New | 2,342 | $477K |
| Palisade Asset Management, LLC | 0.04% | Reduce -45.9% | 2,336 | $476K |
| Parsons Capital Management Inc. | 0.03% | No change | 2,328 | $474K |
| Atala Financial Inc | 0.30% | No change | 2,324 | $473K |
| HT Partners LLC | 0.14% | No change | 2,322 | $473K |
| Aufman Associates Inc | 0.26% | No change | 2,310 | $470K |
| Heritage Financial Services, LLC | 0.04% | No change | 2,306 | $469K |
| Cornerstone Wealth Group, LLC | 0.03% | No change | 2,305 | $469K |
| SVB Wealth LLC | 0.03% | Reduce -27.1% | 2,304 | $469K |
| Atticus Wealth Management, LLC | 0.12% | Reduce -15.4% | 2,300 | $468K |
| McNamara Financial Services, Inc. | 0.09% | Reduce -1.1% | 2,300 | $468K |
| New Republic Capital, LLC | 0.14% | No change | 2,289 | $466K |
| Fusion Capital, LLC | 0.14% | Reduce -2.6% | 2,274 | $465K |
| Lake Street Private Wealth, LLC | 0.06% | Add +0.4% | 2,278 | $464K |
| NFJ Investment Group, LLC | 0.02% | Reduce -28.2% | 2,277 | $464K |
| Petredis Investment Advisors LLC | 0.04% | No change | 2,268 | $462K |
| One Day In July LLC | 0.04% | No change | 2,259 | $460K |
| Heartwood Wealth Advisors LLC | 0.04% | No change | 2,253 | $459K |
| Tortoise Investment Management, LLC | 0.04% | Add +2.5% | 2,251 | $458K |
| Integrated Advisors Network LLC | 0.02% | Reduce -4.2% | 2,239 | $456K |
| Towercrest Capital Management | 0.07% | No change | 2,235 | $455K |
| Diamond Hill Capital Management, LLC (Investment Advisor) | 0.00% | Reduce -83.5% | 2,234 | $455K |
| Platform Technology Partners | 0.11% | Reduce -1.6% | 2,233 | $455K |
| World Equity Group, Inc. | 0.10% | Add +2.9% | 2,229 | $454K |
| High Falls Advisors, Inc | 0.09% | Add +7.8% | 2,226 | $453K |
| Hollencrest Capital Management | 0.02% | No change | 2,221 | $452K |
| Wrapmanager Inc. | 0.14% | Reduce -27.6% | 2,218 | $452K |
| Clear Creek Financial Management, LLC | 0.04% | No change | 2,217 | $451K |
| Carnegie Investment Counsel | 0.01% | Add +3.3% | 2,216 | $451K |
| Truepoint, Inc. | 0.01% | No change | 2,215 | $451K |
| Clarity Financial LLC | 0.04% | No change | 2,209 | $450K |
| Washington Trust Bank | 0.03% | Reduce -69.1% | 2,204 | $449K |
| Salem Investment Counselors Inc. | 0.01% | Reduce -2.4% | 2,199 | $448K |
| Fortis Capital Advisors, LLC | 0.07% | Reduce -1.7% | 2,199 | $448K |
| Impact Capital Partners LLC | 0.13% | Add +88.3% | 2,198 | $447K |
| Bravias Capital Group, LLC | 0.30% | Add +0.1% | 2,191 | $446K |
| Oder Investment Management, LLC | 0.32% | No change | 2,183 | $444K |
| Pasadena Private Wealth, LLC | 0.06% | No change | 2,177 | $443K |
| Warren Street Wealth Advisors, LLC | 0.13% | No change | 2,174 | $443K |
| Stablepoint Partners, LLC | 0.07% | Add +29.9% | 2,174 | $443K |
| Old Mission Investment Co LLC | 0.11% | Reduce -1.6% | 2,173 | $442K |
| Centerpoint Advisors, LLC | 0.14% | No change | 2,170 | $442K |
| Hollow Brook Wealth Management LLC | 0.10% | No change | 2,170 | $442K |
| Perkins Coie Trust Co | 0.08% | Add +228.1% | 2,162 | $440K |
| Accretive Wealth Partners, LLC | 0.13% | No change | 2,161 | $440K |
| NWF Advisory Services Inc. | 0.05% | Reduce -4.4% | 2,157 | $439K |
| Gibson Capital, LLC | 0.08% | No change | 2,146 | $437K |
| Strategic Financial Partners, Ltd. | 0.20% | Reduce -0.9% | 2,143 | $436K |
| Orrstown Financial Services Inc. | 0.07% | Reduce -15.5% | 2,141 | $436K |
| Sentinel Wealth Management, Inc. | 0.38% | No change | 2,137 | $435K |
| Power Wealth Management LLC | 0.16% | No change | 2,131 | $434K |
| Sterling Capital Management LLC | 0.01% | Reduce -8.8% | 2,130 | $434K |
| Weatherly Asset Management L. P. | 0.04% | No change | 2,128 | $433K |
| Beacon Investment Advisory Services, Inc. | 0.02% | Reduce -43.7% | 2,128 | $433K |
| Ritter Daniher Financial Advisory LLC / DE | 0.08% | No change | 2,117 | $431K |
| Advisory Alpha, LLC | 0.01% | Add +0.1% | 2,104 | $430K |
| Armstrong Advisory Group, Inc. | 0.03% | Reduce -0.3% | 2,108 | $429K |
| Headlands Technologies LLC | 0.03% | New | 2,107 | $429K |
| Willner & Heller, LLC | 0.33% | Add +0.5% | 2,102 | $428K |
| GM Advisory Group, LLC | 0.02% | Add +56.4% | 2,101 | $428K |
| Evolution Wealth Advisors, LLC | 0.06% | No change | 2,098 | $427K |
| McCarthy & Cox | 0.10% | Add +0.1% | 2,087 | $425K |
| Lee, Kelleher & Klein Wealth Management | 0.26% | No change | 2,081 | $424K |
| First Nebraska Trust Co | 0.04% | No change | 2,077 | $423K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -1.9% | 2,065 | $420K |
| Deroy & Devereaux Private Investment Counsel Inc. | 0.02% | Reduce -4.6% | 2,060 | $419K |
| Red Door Wealth Management, LLC | 0.04% | No change | 2,056 | $419K |
| TLS Advisors LLC | 1.21% | New | 2,052 | $418K |
| Canal Capital Management, LLC | 0.06% | Add +0.4% | 2,050 | $417K |
| Triangle Securities Wealth Management | 0.09% | Add +0.9% | 2,049 | $417K |
| Greenspring Advisors, LLC | 0.07% | — | 2,040 | $415K |
| Soltis Investment Advisors LLC | 0.03% | Reduce -20.6% | 2,016 | $410K |
| Journey Advisory Group, LLC | 0.03% | Add +6.1% | 2,014 | $410K |
| McClarren Financial Advisors, Inc. | 0.25% | Reduce -12.4% | 1,763 | $406K |
| Abich Financial Wealth Management LLC | 0.14% | — | 1,995 | $406K |
| Verus Capital Partners, LLC | 0.03% | Reduce -4.9% | 1,991 | $405K |
| Gray Private Wealth, LLC | 0.20% | No change | 1,970 | $401K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -90.1% | 1,959 | $399K |
| Cobblestone Capital Advisors LLC | 0.02% | No change | 1,956 | $398K |
| Mascagni Wealth Management, Inc. | 0.31% | No change | 1,955 | $398K |
| MSH Capital Advisors LLC | 0.11% | Add +0.5% | 1,954 | $398K |
| Oliver Luxxe Assets LLC | 0.06% | Add +0.1% | 1,943 | $396K |
| Cassia Capital Partners, LLC | 0.22% | No change | 1,936 | $394K |
| Obsidian Cio, LLC | 0.05% | Add +2.4% | 1,934 | $394K |
| NovaPoint Capital, LLC | 0.10% | New | 1,928 | $393K |
| Beacon Capital Management, LLC | 0.06% | No change | 1,917 | $390K |
| Rothschild Wealth LLC | 0.08% | New | 1,914 | $390K |
| FineMark National Bank & Trust | 0.01% | Reduce -14.2% | 1,914 | $390K |
| Arbor Wealth Advisors LLC | 0.29% | No change | 1,910 | $389K |
| Horizon Investment Services, LLC | 0.15% | Reduce -0.5% | 1,902 | $387K |
| Integris Wealth Management, LLC | 0.09% | No change | 1,900 | $387K |
| Allstate Corp. | 0.01% | Reduce -15.6% | 1,900 | $387K |
| Pittenger & Anderson Inc. | 0.01% | Add +1.3% | 1,895 | $386K |
| Poehling Capital Management, INC. | 0.08% | No change | 1,889 | $385K |
| Glen Eagle Advisors, LLC | 0.05% | No change | 1,879 | $383K |
| Crewe Advisors LLC | 0.04% | Add +57.1% | 1,879 | $383K |
| Bay Capital Advisors, LLC | 0.25% | Add +0.2% | 1,874 | $381K |
| Ironwood Investment Management LLC | 0.17% | No change | 1,867 | $380K |
| Laird Norton Wetherby Wealth Management, LLC | 0.02% | Add +15.0% | 1,864 | $379K |
| AssuredPartners Investment Advisors, LLC | 0.08% | No change | 1,858 | $378K |
| WASHINGTON TRUST Co | 0.01% | No change | 1,852 | $377K |
| McDonald Partners LLC | 0.11% | Reduce -3.4% | 1,850 | $377K |
| PACK Private Wealth, LLC | 0.18% | No change | 1,842 | $375K |
| ShoreHaven Wealth Partners, LLC | 0.14% | No change | 1,836 | $374K |
| MBL Wealth, LLC | 0.03% | No change | 1,834 | $373K |
| Riverpoint Wealth Management Holdings, LLC | 0.08% | Reduce -21.7% | 1,833 | $373K |
| Madison Wealth Partners, Inc | 0.07% | Add +3.7% | 1,829 | $372K |
| Vanguard Personalized Indexing Management, LLC | 0.00% | Reduce -17.9% | 1,827 | $372K |
| Jamison Private Wealth Management, Inc. | 0.05% | Reduce -3.5% | 1,824 | $371K |
| Single Point Partners, LLC | 0.08% | Reduce -1.9% | 1,820 | $371K |
| Campion Asset Management | 0.26% | Reduce -6.4% | 1,818 | $370K |
| DGS Capital Management, LLC | 0.07% | Reduce -3.7% | 1,816 | $370K |
| Portland Global Advisors LLC | 0.04% | No change | 1,811 | $369K |
| Wealthfront Advisers LLC | 0.00% | Add +3.9% | 1,809 | $368K |
| Cypress Capital Group | 0.04% | No change | 1,805 | $367K |
| GW&K Investment Management, LLC | 0.00% | No change | 1,804 | $367K |
| Meeder Advisory Services, Inc. | 0.02% | Add +3.4% | 1,802 | $367K |
| Fiduciary Alliance LLC | 0.02% | Reduce -8.4% | 1,800 | $366K |
| Rathbones Group PLC | 0.00% | No change | 1,799 | $366K |
| McIlrath & Eck, LLC | 0.04% | Add +0.1% | 1,797 | $366K |
| CWS Financial Advisors, LLC | 0.10% | Add +0.4% | 1,797 | $366K |
| Elm Partners Management LLC | 0.02% | Add +57.4% | 1,779 | $362K |
| Fairway Wealth LLC | 0.10% | Add +1.1% | 1,777 | $362K |
| Tritonpoint Wealth, LLC | 0.03% | Reduce -12.3% | 1,776 | $362K |
| Financial Life Planners | 0.24% | Reduce -14.3% | 1,775 | $361K |
| Vantage Point Financial LLC | 0.14% | No change | 1,765 | $359K |
| Pinnacle Bancorp, Inc. | 0.11% | Reduce -5.4% | 1,764 | $359K |
| Matisse Capital | 0.16% | Reduce -12.3% | 1,762 | $359K |
| Altus Wealth Management, LLC | 0.16% | No change | 1,761 | $359K |
| Farmers National Bank | 0.08% | No change | 1,755 | $357K |
| Wealth Management Partners, LLC | 0.11% | No change | 1,751 | $356K |
| Sunbelt Securities, Inc. | 0.02% | Reduce -72.7% | 1,749 | $356K |
| Park Edge Advisors, LLC | 0.08% | No change | 1,748 | $356K |
| PGIM Custom Harvest LLC | 0.01% | Reduce -11.4% | 1,748 | $356K |
| Sachem Hill LLC | 0.07% | No change | 1,745 | $355K |
| Acima Private Wealth, LLC | 0.11% | No change | 1,743 | $355K |
| Rainey & Randall Wealth Advisors Inc. | 0.06% | No change | 1,739 | $354K |
| MCF Advisors LLC | 0.02% | No change | 1,736 | $353K |
| Blue Bell Private Wealth Management, LLC | 0.05% | Reduce -43.9% | 1,728 | $352K |
| Alliance Wealth Management Group | 0.08% | No change | 1,725 | $351K |
| Riverbend Wealth Management, LLC | 0.24% | Add +0.1% | 1,722 | $351K |
| Inscription Capital, LLC | 0.04% | Add +0.2% | 1,720 | $350K |
| Forum Private Client Group LLC | 0.12% | Reduce -1.4% | 1,719 | $350K |
| Cordgrass Capital Advisors, LLC | 0.09% | No change | 1,715 | $349K |
| Highline Wealth Partners LLC | 0.09% | Add +0.3% | 1,712 | $348K |
| Emergent Wealth Advisors, LLC | 0.20% | Add +0.5% | 1,697 | $345K |
| LaFleur & Godfrey LLC | 0.04% | Reduce -5.0% | 1,690 | $344K |
| Elk River Wealth Management LLC | 0.05% | No change | 1,680 | $342K |
| Team Hewins, LLC | 0.12% | No change | 1,678 | $342K |
| IFG Advisors, LLC | 0.06% | Add +6.6% | 1,676 | $341K |
| Farmers & Merchants Trust Co of Chambersburg PA | 0.10% | No change | 1,664 | $339K |
| EFG Asset Management (Americas) Corp. | 0.06% | New | 1,661 | $338K |
| Ibex Wealth Advisors | 0.03% | Add +0.4% | 1,660 | $338K |
| Aspire Private Capital, LLC | 0.07% | No change | 1,660 | $338K |
| Sharp Wealth Advisory, LLC | 0.18% | No change | 1,658 | $338K |
| Global Trust Asset Management, LLC | 0.15% | Reduce -16.8% | 1,657 | $337K |
| Cathy Pareto & Associates, Inc. | 0.25% | Reduce -18.2% | 1,656 | $337K |
| James J. Burns & Company, LLC | 0.05% | No change | 1,656 | $337K |
| Aerodigm Wealth, LLC | 0.14% | No change | 1,651 | $337K |
| Jackson, Grant Investment Advisers, Inc. | 0.11% | No change | 1,653 | $336K |
| S.E.E.D. Planning Group LLC | 0.10% | No change | 1,649 | $336K |
| Triad Wealth Partners, LLC | 0.04% | Add +7.1% | 1,645 | $335K |
| First PREMIER Bank | 0.08% | Add +4.0% | 1,644 | $334K |
| Appleton Partners Inc. | 0.02% | New | 1,639 | $334K |
| Berkeley, Inc | 0.11% | Reduce -3.0% | 1,636 | $333K |
| Keb Asset Management, LLC | 0.07% | Add +14.1% | 1,634 | $333K |
| Plancorp, LLC | 0.01% | Reduce -42.1% | 1,632 | $332K |
| Causey Wealth LLC | 0.16% | No change | 1,631 | $332K |
| BCGM Wealth Management, LLC | 0.09% | Reduce -1.6% | 1,628 | $331K |
| Cypress Wealth Services, LLC | 0.05% | New | 1,626 | $331K |
| Principle Wealth Partners LLC | 0.02% | No change | 1,620 | $330K |
| Cullen Capital Management, LLC | 0.00% | New | 1,616 | $329K |
| King Wealth Management Group | 0.04% | Reduce -6.5% | 1,609 | $328K |
| Kondo Wealth Advisors, Inc. | 0.13% | Add +0.3% | 1,609 | $328K |
| Stephenson & Company, Inc. | 0.19% | Reduce -6.0% | 1,607 | $327K |
| Ledyard National Bank | 0.03% | Add +17.4% | 1,602 | $326K |
| LVW Advisors, LLC | 0.03% | Reduce -19.6% | 1,600 | $326K |
| Nicholas Hoffman & Company, LLC. | 0.01% | Add +9.5% | 1,600 | $326K |
| Schroder Investment Management Group | 0.00% | Add +45.5% | 1,600 | $326K |
| Cibc World Market Inc. | 0.00% | Reduce -1.6% | 1,597 | $325K |
| First Trust Advisors LP | 0.00% | No change | 1,588 | $323K |
| Baker Ellis Asset Management LLC | 0.04% | No change | 1,587 | $323K |
| Coordinated Financial Services, Inc. | 0.21% | No change | 1,586 | $323K |
| Matrix Private Capital Group LLC | 0.17% | Reduce -0.5% | 1,585 | $323K |
| Nvest Financial, LLC | 0.19% | Reduce -63.3% | 1,582 | $322K |
| SageView Advisory Group, LLC | 0.01% | Add +5.0% | 1,577 | $321K |
| Pinnacle Wealth Management Group, Inc. | 0.16% | No change | 1,570 | $320K |
| Spirepoint Private Client, LLC | 0.03% | No change | 1,561 | $318K |
| Watchman Group, Inc. | 0.08% | No change | 1,558 | $317K |
| Stonehearth Capital Management, LLC | 0.12% | No change | 1,553 | $316K |
| Liberty Wealth Management LLC | 0.04% | Add +16.2% | 1,552 | $316K |
| Doliver Advisors, LP | 0.08% | No change | 1,550 | $316K |
| Point Windward Advisors Inc. | 0.15% | No change | 1,549 | $315K |
| JNBA Financial Advisors | 0.03% | Reduce -4.9% | 1,548 | $315K |
| Ewa, LLC | 0.09% | Add +0.5% | 1,535 | $312K |
| SteelPeak Wealth, LLC | 0.01% | Reduce -6.7% | 1,531 | $312K |
| Trust Co | 0.03% | No change | 1,531 | $312K |
| EdgeRock Capital LLC | 0.09% | Add +4.7% | 1,528 | $311K |
| Trust Co. of Toledo NA | 0.03% | No change | 1,522 | $310K |
| Smith Salley Wealth Management | 0.02% | Add +11.4% | 1,517 | $309K |
| Private Wealth Partners, LLC | 0.02% | No change | 1,509 | $307K |
| Pinnacle Wealth Management Advisory Group, LLC | 0.02% | Reduce -60.5% | 1,505 | $306K |
| Legacy Wealth Management, LLC | 0.02% | Reduce -1.5% | 1,504 | $306K |
| Balentine LLC | 0.01% | Reduce -39.8% | 1,503 | $306K |
| Boreal Capital Management LLC | 0.29% | No change | 1,500 | $305K |
| Thompson Investment Management, Inc. | 0.04% | No change | 1,500 | $305K |
| Abner Herrman & Brock LLC | 0.03% | New | 1,500 | $305K |
| Wealth Architects, LLC | 0.03% | No change | 1,497 | $305K |
| Wharton Business Group, LLC | 0.01% | No change | 1,496 | $305K |
| Franklin, Parlapiano, Turner & Welch, LLC | 0.08% | No change | 1,485 | $302K |
| Easterly Investment Partners LLC | 0.02% | No change | 1,484 | $302K |
| Ridgecrest Wealth Partners, LLC | 0.14% | No change | 1,480 | $301K |
| Stockman Wealth Management, Inc. | 0.04% | No change | 1,475 | $300K |
| Planwiser Financial, LLC | 0.24% | No change | 1,471 | $300K |
| Cardinal Point Capital Management ULC | 0.02% | New | 1,484 | $299K |
| Moody LYNN Lieberson & Walker, LLC | 0.02% | No change | 1,449 | $295K |
| Permanens Capital L.P. | 0.04% | Add +0.5% | 1,449 | $295K |
| Charles Schwab Trust Co | 0.02% | Add +24.6% | 1,439 | $293K |
| Arlington Financial Advisors, LLC | 0.04% | No change | 1,434 | $292K |
| Lakeridge Wealth Management LLC | 0.13% | Add +0.1% | 1,429 | $291K |
| Lokken Investment Group LLC | 0.10% | No change | 1,425 | $290K |
| Verus Wealth Management, LLC | 0.27% | No change | 1,424 | $290K |
| Echo Wealth Management, LLC | 0.17% | No change | 1,423 | $290K |
| Sollinda Capital Management LLC | 0.08% | No change | 1,423 | $290K |
| Watershed Private Wealth LLC | 0.09% | Reduce -0.3% | 1,422 | $290K |
| Revolve Wealth Partners, LLC | 0.03% | New | 1,420 | $289K |
| Bright Futures Wealth Management, LLC. | 0.23% | — | 1,419 | $289K |
| Roberts Glore & Co. Inc. | 0.08% | No change | 1,417 | $288K |
| WealthTrust Axiom LLC | 0.08% | No change | 1,414 | $288K |
| Wilkins Miller Wealth Management, LLC | 0.18% | No change | 1,412 | $287K |
| Facet Wealth, Inc. | 0.01% | Add +6.6% | 1,410 | $287K |
| EnRich Financial Partners LLC | 0.08% | No change | 1,408 | $287K |
| Mechanics Bank Trust Department | 0.04% | No change | 1,400 | $285K |
| Summit Investment Advisory Services, LLC | 0.11% | No change | 1,399 | $285K |
| Gemmer Asset Management LLC | 0.02% | Reduce -0.6% | 1,398 | $285K |
| Csenge Advisory Group | 0.01% | Reduce -73.1% | 1,393 | $284K |
| Andina Capital Management, LLC | 0.16% | Reduce -16.3% | 1,390 | $283K |
| Northwest Quadrant Wealth Management, LLC | 0.06% | Add +0.4% | 1,389 | $283K |
| Catalyst Financial Partners LLC | 0.03% | Reduce -1.0% | 1,387 | $282K |
| Crumly & Associates Inc. | 0.06% | Reduce -68.6% | 1,386 | $282K |
| Horst & Graben Wealth Management LLC | 0.04% | No change | 1,379 | $281K |
| GreatBanc Trust CO | 0.19% | — | 1,379 | $281K |
| NBT Bank, N.A. | 0.02% | No change | 1,375 | $280K |
| Beaird Harris Wealth Management, LLC | 0.02% | Add +2.6% | 1,373 | $280K |
| Planning Alternatives Ltd. | 0.04% | No change | 1,373 | $280K |
| Granite Bay Wealth Management, LLC | 0.07% | Reduce -3.3% | 1,369 | $279K |
| Formidable Asset Management, LLC | 0.04% | Reduce -0.1% | 1,425 | $277K |
| Cornerstone Management, Inc. | 0.05% | No change | 1,358 | $276K |
| Savvy Advisors, Inc. | 0.01% | Add +3.1% | 1,358 | $276K |
| Grey Ledge Advisors, LLC | 0.06% | Add +0.8% | 1,357 | $276K |
| Donaldson Capital Management, LLC | 0.01% | No change | 1,353 | $275K |
| Sterling Investment Counsel, LLC | 0.09% | New | 1,348 | $275K |
| Fermata Advisors, LLC | 0.07% | No change | 1,345 | $274K |
| Proactive Wealth Strategies LLC | 0.12% | Add +0.8% | 1,345 | $274K |
| Keebeck Wealth Management | 0.03% | Reduce -6.3% | 1,340 | $273K |
| Pillar Financial Advisors, LLC | 0.17% | Reduce -15.8% | 1,337 | $272K |
| First Command Advisory Services, Inc. | 0.00% | Add +314.9% | 1,336 | $272K |
| Traynor Capital Management, Inc. | 0.02% | Add +0.1% | 1,335 | $272K |
| Equita Financial Network, Inc. | 0.09% | Add +0.3% | 1,334 | $272K |
| Selective Wealth Management, Inc. | 0.09% | No change | 1,324 | $271K |
| Christensen, King & Associates Investment Services, Inc. | 0.12% | Add +8.4% | 1,330 | $271K |
| HM Payson & Co. | 0.00% | Reduce -15.3% | 1,329 | $271K |
| Addison Advisors LLC | 0.06% | Add +6.2% | 1,327 | $270K |
| Signature Wealth Management Partners, LLC | 0.14% | Add +0.4% | 1,319 | $269K |
| Sicart Associates LLC | 0.07% | No change | 1,317 | $268K |
| Lansing Street Advisors | 0.07% | Add +0.4% | 1,311 | $267K |
| Red Lighthouse Investment Management, LLC | 0.09% | No change | 1,308 | $266K |
| Providence First Trust Co | 0.09% | Reduce -36.5% | 1,307 | $266K |
| MorganRosel Wealth Management, LLC | 0.07% | No change | 1,307 | $266K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.05% | No change | 1,306 | $266K |
| NerdWallet Wealth Partners, LLC | 0.13% | — | 1,293 | $263K |
| Gordian Advisors LLC | 0.18% | No change | 1,293 | $263K |
| Allium Financial Advisors, LLC | 0.22% | Reduce -16.8% | 1,291 | $263K |
| Members Wealth LLC | 0.17% | — | 1,284 | $262K |
| Cozad Asset Management Inc. | 0.02% | Reduce -34.5% | 1,284 | $261K |
| MTM Investment Management, LLC | 0.08% | No change | 1,280 | $261K |
| Oak Family Advisors, LLC | 0.08% | No change | 1,279 | $260K |
| Raab & Moskowitz Asset Management LLC | 0.06% | New | 1,279 | $260K |
| Abacus Wealth Partners, LLC | 0.04% | No change | 1,279 | $260K |
| S.A. Mason LLC | 0.11% | No change | 1,277 | $260K |
| Orion Capital Management LLC | 0.09% | No change | 1,274 | $259K |
| RMR Capital Management, LLC | 0.18% | No change | 1,273 | $259K |
| Clearbridge Investments, LLC | 0.00% | Add +17.7% | 1,272 | $259K |
| Greatmark Investment Partners, Inc. | 0.03% | No change | 1,270 | $259K |
| Persium Advisors, LLC | 0.19% | No change | 1,269 | $258K |
| Crews Bank & Trust | 0.04% | No change | 1,269 | $258K |
| Old North State Trust, LLC | 0.16% | Reduce -43.2% | 1,266 | $258K |
| SK Wealth Management, LLC | 0.10% | Add +0.2% | 1,265 | $258K |
| PDS Planning, Inc | 0.02% | No change | 1,265 | $257K |
| Fort Washington Investment Advisors Inc. | 0.00% | Reduce -19.8% | 1,260 | $257K |
| Lyrical Asset Management LP | 0.00% | Add +17.0% | 1,258 | $256K |
| Grandfield & Dodd, LLC | 0.01% | No change | 1,255 | $256K |
| Koshinski Asset Management, Inc. | 0.02% | Reduce -9.7% | 1,252 | $255K |
| Alpha Cubed Investments, LLC | 0.01% | Reduce -15.1% | 1,247 | $254K |
| Penobscot Investment Management Company, Inc. | 0.02% | Reduce -0.4% | 1,245 | $253K |
| FourThought Financial Partners, LLC | 0.02% | Reduce -6.2% | 1,241 | $253K |
| Eagle Rock Investment Company, LLC | 0.04% | Reduce -0.8% | 1,240 | $252K |
| Bath Savings Trust Co | 0.03% | New | 1,240 | $252K |
| Parr McKnight Wealth Management Group, LLC | 0.03% | Add +5.7% | 1,239 | $252K |
| Windsor Advisory Group, LLC | 0.22% | No change | 1,238 | $252K |
| Atwood & Palmer Inc. | 0.01% | No change | 1,234 | $251K |
| Muirfield Wealth Advisors LLC | 0.19% | New | 1,232 | $251K |
| Pecaut & Co. | 0.08% | Add +0.2% | 1,231 | $251K |
| Barnes Pettey Financial Advisors, LLC | 0.14% | No change | 1,223 | $249K |
| Leigh Baldwin & Co., LLC | 0.14% | Add +0.7% | 1,222 | $249K |
| Alliance Wealth Advisors, LLC | 0.12% | Reduce -6.0% | 1,218 | $248K |
| Greenhouse Wealth Management, LLC | 0.15% | Add +0.3% | 1,216 | $248K |
| Commons Capital, LLC | 0.17% | Add +0.1% | 1,210 | $246K |
| Heritage Wealth Management, Inc. | 0.17% | Reduce -0.3% | 1,209 | $246K |
| Frank, Rimerman Advisors LLC | 0.02% | No change | 1,208 | $246K |
| Daymark Wealth Partners, LLC | 0.01% | Reduce -10.1% | 1,207 | $246K |
| Pines Wealth Management, LLC | 0.08% | No change | 1,205 | $245K |
| Trilogy Capital Inc. | 0.01% | No change | 1,201 | $245K |
| Missouri Trust & Investment Co | 0.07% | No change | 1,200 | $244K |
| USAdvisors Wealth Management, LLC | 0.08% | Add +0.4% | 1,199 | $244K |
| Everpar Advisors LLC | 0.10% | New | 1,192 | $243K |
| Timonier Family Office, LTD. | 0.08% | No change | 1,189 | $242K |
| Trek Financial, LLC | 0.01% | No change | 1,187 | $242K |
| Northstar Asset Management Inc. | 0.06% | No change | 1,184 | $241K |
| Redwood Investment Management, LLC | 0.03% | New | 1,183 | $241K |
| Elwood & Goetz Wealth Advisory Group, LLC | 0.05% | No change | 1,183 | $241K |
| Alpha Financial Partners LLC | 0.16% | Reduce -0.4% | 1,175 | $239K |
| Monument Group Wealth Advisors, LLC | 0.14% | No change | 1,175 | $239K |
| JT Stratford LLC | 0.03% | No change | 1,175 | $239K |
| Tarbox Family Office, Inc. | 0.04% | No change | 1,175 | $239K |
| 180 Wealth Advisors, LLC | 0.03% | No change | 1,175 | $239K |
| Commonwealth Retirement Investments LLC | 0.08% | No change | 1,166 | $237K |
| Financial Advisory Corp | 0.03% | No change | 1,165 | $237K |
| QTR Family Wealth, LLC | 0.11% | Reduce -9.1% | 1,163 | $237K |
| Lebenthal Global Advisors, LLC | 0.04% | No change | 1,161 | $236K |
| Sharper & Granite LLC | 0.08% | No change | 1,159 | $236K |
| Falcon Wealth Planning | 0.02% | Reduce -0.7% | 1,158 | $236K |
| Retirement Solution LLC | 0.06% | Reduce -0.2% | 1,157 | $236K |
| Novem Group | 0.03% | Add +0.4% | 1,150 | $234K |
| Patten & Patten Inc. | 0.01% | No change | 1,148 | $234K |
| Patriot Investment Management Group, Inc. | 0.02% | Reduce -2.3% | 1,146 | $233K |
| SP Asset Management LLC | 0.02% | Add +0.4% | 1,145 | $233K |
| Texas Capital Bancshares Inc | 0.09% | No change | 1,144 | $233K |
| Beacon Bank & Trust | 0.05% | No change | 1,143 | $233K |
| FSM Wealth Advisors, LLC | 0.03% | Add +0.2% | 1,135 | $231K |
| Millennium Capital Advisors, LLC | 0.14% | No change | 1,134 | $231K |
| Northern Financial Advisors Inc | 0.12% | No change | 1,134 | $231K |
| Braun Stacey Associates Inc. | 0.01% | Reduce -1.3% | 1,134 | $231K |
| Harmony Asset Management LLC | 0.08% | Reduce -15.0% | 1,132 | $230K |
| Collaborative Wealth Managment Inc. | 0.09% | Add +3.9% | 1,131 | $230K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.01% | Add +3.7% | 1,124 | $229K |
| Investment Research Partners LLC | 0.10% | — | 1,117 | $229K |
| Harbor Group, Inc. | 0.04% | Add +0.3% | 1,121 | $228K |
| Headland Capital, LLC | 0.06% | New | 1,118 | $228K |
| Bluespring Wealth Management, LLC | 0.02% | No change | 1,116 | $227K |
| JB Capital LLC | 0.01% | New | 1,115 | $227K |
| Jackson Thornton Wealth Management, LLC | 0.02% | No change | 1,106 | $227K |
| True Link Financial Advisors, LLC | 0.01% | New | 1,110 | $226K |
| Inspire Advisors, LLC | 0.02% | New | 1,109 | $226K |
| Insight Wealth Strategies, LLC | 0.03% | Reduce -1.5% | 1,104 | $225K |
| Kathmere Capital Management, LLC | 0.02% | No change | 1,103 | $225K |
| V2 Financial group LLC | 0.12% | No change | 1,100 | $224K |
| Nvwm, LLC | 0.05% | No change | 1,100 | $224K |
| Barnes Wealth Management Group, Inc | 0.12% | Reduce -0.7% | 1,098 | $224K |
| Stone Summit Wealth LLC | 0.06% | Reduce -7.7% | 1,086 | $221K |
| KilterHowling LLC | 0.12% | Add +0.5% | 1,085 | $221K |
| Values Added Financial LLC | 0.10% | No change | 1,083 | $220K |
| Marshall & Sterling Wealth Advisors Inc. | 0.14% | Reduce -0.7% | 1,084 | $220K |
| Roundview Capital LLC | 0.01% | No change | 1,082 | $220K |
| Kestra Investment Management, LLC | 0.01% | Reduce -61.2% | 1,078 | $220K |
| Advyzon Investment Management, LLC | 0.04% | Reduce -0.6% | 1,078 | $219K |
| LifeWealth Investments, LLC | 0.07% | New | 1,071 | $218K |
| West Financial Advisors, LLC | 0.04% | No change | 1,070 | $218K |
| High Net Worth Advisory Group LLC | 0.05% | Reduce -2.8% | 1,070 | $218K |
| Hourglass Capital, LLC | 0.05% | No change | 1,069 | $218K |
| Manuka Financial, LLC | 0.14% | No change | 1,068 | $217K |
| Chicago Capital, LLC | 0.01% | New | 1,068 | $217K |
| Fulton Breakefield Broenniman LLC | 0.01% | Add +2.3% | 1,065 | $217K |
| Twelve Points Wealth Management LLC | 0.05% | Reduce -0.4% | 1,062 | $216K |
| Convergence Financial, LLC | 0.03% | Reduce -3.2% | 1,062 | $216K |
| Vaughan David Investments LLC | 0.00% | No change | 1,063 | $216K |
| Tanglewood Wealth Management, Inc. | 0.02% | No change | 1,057 | $215K |
| Armstrong, Fleming & Moore, Inc | 0.10% | New | 1,057 | $215K |
| Cornerstone Planning Group LLC | 0.03% | Add +446.1% | 1,054 | $215K |
| Tandem Capital Management Corp. | 0.10% | No change | 1,055 | $215K |
| Builder Investment Group Inc. | 0.05% | No change | 1,055 | $215K |
| Schneider Downs Wealth Management Advisors, LP | 0.03% | No change | 1,054 | $215K |
| Safeguard Investment Advisory Group, LLC | 0.05% | New | 1,052 | $214K |
| Mountain Pacific Investment Advisers LLC | 0.03% | No change | 1,050 | $214K |
| Arista Wealth Management, LLC | 0.03% | No change | 1,050 | $214K |
| Luken Investment Analytics, LLC | 0.08% | No change | 1,047 | $213K |
| Richard P Slaughter Associates Inc | 0.05% | No change | 1,042 | $212K |
| Baltimore-Washington Financial Advisors, Inc. | 0.01% | Add +0.1% | 1,041 | $212K |
| Robinswood Financial LLC | 0.07% | Reduce -2.4% | 1,033 | $210K |
| Thoroughbred Financial Services, LLC | 0.01% | New | 1,033 | $210K |
| Clarity Wealth Advisors, LLC | 0.05% | New | 1,028 | $209K |
| Lakeshore Financial Planning, Inc. | 0.08% | New | 1,027 | $209K |
| Guerra Pan Advisors, LLC | 0.13% | New | 1,027 | $209K |
| Heritage Family Offices, LLP | 0.10% | New | 1,025 | $209K |
| Capital Advisors Inc. | 0.00% | New | 1,022 | $208K |
| TFC Financial Management, Inc. | 0.03% | Add +3.9% | 1,021 | $208K |
| Wells Trecaso Financial Group, LLC | 0.10% | Reduce -39.0% | 1,020 | $208K |
| Wingate Wealth Advisors, Inc. | 0.14% | New | 1,018 | $207K |
| Hurley Capital, LLC | 0.12% | Add +0.5% | 1,017 | $207K |
| Tilson Financial Group, Inc. | 0.07% | New | 1,016 | $207K |
| Fiera Capital Corp | 0.00% | New | 1,016 | $207K |
| Cannon Financial Strategists, Inc. | 0.03% | New | 1,015 | $207K |
| Strategic Wealth Investment Group, LLC | 0.02% | New | 1,013 | $206K |
| Meridian Financial Partners LLC | 0.09% | Reduce -5.9% | 1,002 | $205K |
| Founders Capital Management | 0.11% | No change | 1,007 | $205K |
| CSS LLC | 0.04% | New | 1,007 | $205K |
| Integrity Alliance, Llc. | 0.01% | New | 1,007 | $205K |
| LaSalle St. Investment Advisors, LLC | 0.04% | New | 1,011 | $205K |
| Valpey Financial Services, LLC | 0.13% | New | 1,006 | $205K |
| Neumann Capital Management, LLC | 0.06% | New | 1,006 | $205K |
| Dunhill Financial, LLC | 0.07% | Add +0.4% | 1,004 | $204K |
| Lighthouse Financial LLC | 0.13% | Reduce -4.9% | 1,004 | $204K |
| Pin Oak Investment Advisors Inc. | 0.15% | No change | 1,003 | $204K |
| Country Trust Bank | 0.00% | No change | 1,003 | $204K |
| First City Capital Management, Inc. | 0.11% | New | 1,000 | $204K |
| Burns J W & Co. Inc. | 0.02% | New | 1,000 | $204K |
| Voisard Asset Management Group, Inc. | 0.05% | New | 998 | $203K |
| Tull Financial Group, Inc. | 0.09% | Reduce -15.2% | 996 | $203K |
| Bluesphere Advisors LLC | 0.09% | New | 986 | $201K |
| Wilson & Boucher Capital Management, LLC | 0.13% | New | 985 | $201K |
| Seneschal Advisors, LLC | 0.14% | Reduce -9.2% | 953 | $194K |
| Granite FO LLC | 0.10% | Add +0.2% | 911 | $185K |
| Copia Wealth Management | 0.14% | Reduce -13.8% | 909 | $185K |
| West Branch Capital LLC | 0.05% | No change | 900 | $183K |
| IAG Wealth Partners, LLC | 0.02% | No change | 879 | $179K |
| Medallion Wealth Advisors, LLC | 0.06% | No change | 872 | $178K |
| NFSG Corp | 0.03% | Add +0.3% | 866 | $176K |
| WealthCollab, LLC | 0.08% | No change | 863 | $176K |
| Millstone Evans Group, LLC | 0.11% | No change | 860 | $175K |
| Macquarie Group Ltd. | 0.00% | Reduce -86.8% | 859 | $175K |
| SIMA Wealth Partners, LLC | 0.13% | No change | 858 | $175K |
| Register Financial Advisors LLC | 0.07% | Add +3.5% | 832 | $169K |
| City State Bank | 0.05% | Reduce -2.4% | 832 | $169K |
| Sound Income Strategies, LLC | 0.01% | No change | 831 | $169K |
| Strategic Wealth Partners, Ltd. | 0.01% | Reduce -22.0% | 816 | $166K |
| Centaurus Financial, Inc. | 0.01% | Add +0.1% | 813 | $166K |
| CoreFirst Bank & Trust | 0.09% | Reduce -7.4% | 812 | $165K |
| Winnacle Wealth LLC | 0.13% | New | 796 | $162K |
| 3Chopt Investment Partners, LLC | 0.04% | Add +11.5% | 793 | $161K |
| KERR FINANCIAL PLANNING Corp | 0.23% | — | 784 | $161K |
| JPL Wealth Management, LLC | 0.04% | New | 766 | $156K |
| DB Fitzpatrick & Co, Inc | 0.14% | No change | 765 | $156K |
| Moisand Fitzgerald Tamayo, LLC | 0.02% | No change | 763 | $155K |
| Greykasell Wealth Strategies, Inc. | 0.06% | New | 753 | $153K |
| Evelyn Partners Asset Management Ltd | 0.03% | No change | 747 | $152K |
| GPS Wealth Strategies Group, LLC | 0.02% | Add +0.1% | 743 | $151K |
| First Pacific Financial | 0.02% | Add +0.8% | 740 | $151K |
| Hills Bank & Trust Co | 0.01% | Reduce -6.5% | 725 | $148K |
| Cloud Capital Management, LLC | 0.08% | New | 706 | $143K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 690 | $141K |
| Sellwood Investment Partners LLC | 0.05% | No change | 660 | $134K |
| Vestor Capital, LLC | 0.01% | Reduce -94.5% | 659 | $134K |
| Pacifica Partners Inc. | 0.05% | Reduce -31.4% | 655 | $134K |
| Caldwell Sutter Capital, Inc. | 0.06% | Reduce -3.7% | 649 | $132K |
| Creative Financial Designs Inc. | 0.01% | No change | 629 | $128K |
| MilWealth Group LLC | 0.03% | No change | 618 | $126K |
| Catherine Avery Investment Management LLC | 0.08% | No change | 592 | $121K |
| Wolff Wiese Magana LLC | 0.07% | No change | 583 | $119K |
| Palouse Capital Management, Inc. | 0.08% | No change | 577 | $117K |
| Wealth Watch Advisors, INC | 0.05% | New | 559 | $114K |
| Avalon Trust Co | 0.01% | No change | 558 | $114K |
| Morgan Dempsey Capital Management LLC | 0.05% | Reduce -4.1% | 558 | $114K |
| S&T Bank | 0.03% | Reduce -40.4% | 550 | $112K |
| ESL Trust Services, LLC | 0.02% | Add +11.9% | 536 | $109K |
| West Paces Advisors Inc. | 0.02% | No change | 531 | $108K |
| SYM FINANCIAL Corp | 0.01% | No change | 527 | $107K |
| Collier Financial | 0.08% | — | 519 | $106K |
| Provident Wealth Management, LLC | 0.03% | No change | 516 | $105K |
| Manning & Napier Advisors LLC | 0.00% | New | 505 | $103K |
| Jackson Hole Capital Partners, LLC | 0.02% | No change | 497 | $101K |
| United Community Bank | 0.03% | No change | 492 | $100K |
| Hopwood Financial Services, Inc. | 0.07% | No change | 489 | $100K |
| Arcadia Investment Advisors LLC | 0.05% | No change | 483 | $98K |
| Cherry Tree Wealth Management, LLC | 0.02% | No change | 472 | $96K |
| Bernard Wealth Management Corp. | 0.04% | No change | 467 | $95K |
| Tompkins Financial Corp. | 0.01% | No change | 462 | $94K |
| TD Capital Management LLC | 0.01% | No change | 454 | $92K |
| Concord Wealth Partners | 0.01% | Reduce -11.6% | 436 | $89K |
| Noble Wealth Management PBC | 0.04% | — | 400 | $81K |
| New Millennium Group LLC | 0.04% | New | 400 | $81K |
| Field & Main Bank | 0.02% | No change | 400 | $81K |
| North Capital, Inc. | 0.06% | Add +0.3% | 397 | $81K |
| Glassy Mountain Advisors, Inc. | 0.02% | New | 396 | $81K |
| Smithfield Trust Co | 0.00% | No change | 390 | $79K |
| Grey Fox Wealth Advisors, LLC | 0.02% | New | 387 | $79K |
| IFS Advisors, LLC | 0.05% | No change | 383 | $78K |
| Investors Research Corp | 0.01% | Reduce -17.5% | 378 | $77K |
| TruNorth Capital Management, LLC | 0.02% | No change | 377 | $77K |
| SRH Advisors, LLC | 0.02% | No change | 370 | $75K |
| Atlantic Private Wealth, LLC | 0.05% | No change | 364 | $74K |
| Caldwell Trust Co | 0.01% | Add +44.9% | 358 | $73K |
| Howe & Rusling Inc. | 0.01% | Reduce -48.4% | 357 | $73K |
| Topsail Wealth Management, LLC | 0.01% | No change | 349 | $71K |
| Westside Investment Management, Inc. | 0.01% | No change | 344 | $70K |
| CNB Bank | 0.03% | No change | 305 | $62K |
| Wealth Preservation Advisors, LLC | 0.04% | No change | 304 | $62K |
| Rosenberg Matthew Hamilton | 0.01% | No change | 304 | $62K |
| Rossmore Private Capital | 0.01% | New | 302 | $61K |
| Future Financial Wealth Managment LLC | 0.04% | No change | 300 | $61K |
| LOM Asset Management Ltd | 0.02% | No change | 300 | $61K |
| Financial Consulate, Inc. | 0.01% | New | 290 | $59K |
| Piscataqua Savings Bank | 0.05% | No change | 290 | $59K |
| Longview Financial Advisors LLC | 0.03% | No change | 286 | $58K |
| Richardson Financial Services Inc. | 0.04% | No change | 285 | $58K |
| Salomon & Ludwin, LLC | 0.01% | Reduce -4.7% | 283 | $58K |
| Elevation Wealth Partners, LLC | 0.02% | Add +0.4% | 281 | $57K |
| Hantz Financial Services, Inc. | 0.00% | Reduce -10.4% | 275 | $56K |
| Atlantic Edge Private Wealth Management, LLC | 0.01% | No change | 271 | $55K |
| North Star Investment Management Corp. | 0.00% | No change | 269 | $55K |
| Sittner & Nelson, LLC | 0.02% | Reduce -23.1% | 266 | $54K |
| Caitlin John, LLC | 0.04% | New | 260 | $53K |
| Bear Mountain Capital, Inc. | 0.02% | Reduce -0.8% | 257 | $53K |
| Old Second National Bank of Aurora | 0.01% | Reduce -10.6% | 254 | $52K |
| HHM Wealth Advisors, LLC | 0.01% | No change | 254 | $52K |
| MGB Wealth Management, LLC | 0.01% | No change | 253 | $52K |
| Abound Wealth Management | 0.01% | Add +0.4% | 247 | $50K |
| Tidemark, LLC | 0.01% | No change | 244 | $50K |
| Financial Gravity Asset Management, Inc. | 0.01% | — | 242 | $49K |
| Peachtree Investment Partners, LLC | 0.02% | Reduce -9.4% | 241 | $49K |
| Private Wealth Management Group, LLC | 0.01% | New | 240 | $49K |
| Quaker Wealth Management, LLC | 0.02% | Add +0.4% | 230 | $47K |
| Richardson Capital Management LLC | 0.02% | No change | 223 | $45K |
| Valley National Advisers Inc. | 0.01% | No change | 224 | $45K |
| Financial Perspectives, Inc | 0.01% | Reduce -8.7% | 221 | $45K |
| Main Street Group, LTD | 0.01% | Add +2562.5% | 213 | $43K |
| Prestige Wealth Management Group LLC | 0.01% | No change | 201 | $41K |
| Aberdeen Wealth Management LLC | 0.03% | No change | 200 | $41K |
| Creative Capital Management Investments LLC | 0.01% | No change | 200 | $41K |
| one8zero8, LLC | 0.01% | Reduce -25.6% | 200 | $41K |
| Federated Hermes, Inc. | 0.00% | New | 200 | $41K |
| Davis Capital Management | 0.03% | — | 189 | $38K |
| Peoples Financial Services Corp. | 0.02% | No change | 185 | $38K |
| VSM Wealth Advisory, LLC | 0.01% | No change | 185 | $38K |
| SJS Investment Consulting Inc. | 0.01% | No change | 183 | $37K |
| Access Investment Management LLC | 0.01% | No change | 180 | $37K |
| MPWM Advisory Solutions, LLC | 0.02% | No change | 179 | $36K |
| Center for Financial Planning, Inc. | 0.00% | Reduce -54.9% | 176 | $36K |
| RMG Wealth Management LLC | 0.00% | No change | 170 | $35K |
| Mb, Levis & Associates, LLC | 0.01% | No change | 164 | $33K |
| New England Capital Financial Advisors LLC | 0.01% | Reduce -30.2% | 162 | $33K |
| Delta Asset Management LLC | 0.00% | No change | 160 | $33K |
| Bellevue Asset Management, LLC | 0.01% | No change | 150 | $31K |
| Advantage Trust Co | 0.01% | No change | 149 | $30K |
| Dynamic Wealth Strategies, LLC | 0.02% | No change | 145 | $30K |
| Pineridge Advisors LLC | 0.01% | No change | 144 | $29K |
| Holos Integrated Wealth LLC | 0.02% | No change | 147 | $29K |
| Avion Wealth | 0.01% | No change | 144 | $29K |
| Versant Capital Management, Inc | 0.00% | No change | 138 | $28K |
| TCTC Holdings, LLC | 0.00% | No change | 136 | $28K |
| Richards, Merrill & Peterson, Inc. | 0.01% | No change | 135 | $27K |
| Armor Investment Advisors, LLC | 0.01% | No change | 135 | $27K |
| Private Wealth Asset Management, LLC | 0.00% | Reduce -20.1% | 135 | $27K |
| Clayton Financial Group LLC | 0.02% | New | 133 | $27K |
| Bell Investment Advisors, Inc | 0.00% | Add +30.3% | 129 | $26K |
| Flagship Wealth Advisors, LLC | 0.01% | Reduce -10.5% | 128 | $26K |
| Morton Brown Family Wealth, LLC | 0.01% | No change | 127 | $26K |
| Mark Sheptoff Financial Planning, LLC | 0.01% | No change | 126 | $26K |
| C M Bidwell & Associates Ltd. | 0.01% | No change | 124 | $25K |
| Tanaka Capital Management Inc. | 0.04% | — | 123 | $25K |
| Syntax Research, Inc. | 0.02% | No change | 122 | $25K |
| Twin Lakes Capital Management, LLC | 0.01% | No change | 119 | $24K |
| Stuart Chaussee & Associates, Inc. | 0.01% | No change | 117 | $24K |
| Painted Porch Advisors LLC | 0.01% | Reduce -59.9% | 116 | $24K |
| Fiduciary Advisors, Inc. | 0.02% | No change | 108 | $22K |
| Frazier Financial Advisors, LLC | 0.01% | No change | 108 | $22K |
| POM Investment Strategies, LLC | 0.01% | No change | 106 | $22K |
| Kilter Group LLC | 0.01% | No change | 103 | $21K |
| Chung Wu Investment Group, LLC | 0.02% | No change | 100 | $20K |
| Truvestments Capital LLC | 0.00% | No change | 100 | $20K |
| Colonial Trust Advisors | 0.00% | Reduce -32.6% | 99 | $20K |
| Cheviot Value Management, LLC | 0.00% | No change | 95 | $20K |
| Financial Management Professionals, Inc. | 0.00% | No change | 96 | $20K |
| Fourth Dimension Wealth, LLC | 0.01% | No change | 91 | $19K |
| Gen-Wealth Partners Inc | 0.01% | No change | 87 | $18K |
| Comprehensive Financial Planning, Inc. | 0.01% | No change | 85 | $17K |
| Measured Wealth Private Client Group, LLC | 0.00% | New | 77 | $16K |
| Steigerwald, Gordon & Koch Inc. | 0.00% | New | 72 | $15K |
| Accredited Wealth Management, LLC | 0.01% | Reduce -57.1% | 30 | $14K |
| Chilton Capital Management LLC | 0.00% | Reduce -38.0% | 70 | $14K |
| Evolution Advisers, Inc. | 0.01% | No change | 71 | $14K |
| Resources Management Corp. /CT/ | 0.00% | No change | 68 | $14K |
| Delos Wealth Advisors, LLC | 0.01% | No change | 66 | $13K |
| Perritt Capital Management Inc | 0.01% | No change | 65 | $13K |
| Vermillion & White Wealth Management Group, LLC | 0.01% | No change | 65 | $13K |
| HighMark Wealth Management LLC | 0.01% | Add +1.6% | 62 | $13K |
| Richard W. Paul & Associates, LLC | 0.00% | Reduce -51.6% | 61 | $12K |
| Milestone Investment Advisors LLC | 0.00% | Reduce -72.5% | 60 | $12K |
| Ogorek Anthony Joseph /NY/ | 0.00% | No change | 60 | $12K |
| Nemes Rush Group LLC | 0.00% | No change | 51 | $10K |
| Intelligent Financial Strategies | 0.01% | No change | 50 | $10K |
| Valued Wealth Advisors LLC | 0.00% | No change | 50 | $10K |
| Rise Advisors, LLC | 0.00% | Reduce -49.5% | 50 | $10K |
| High Note Wealth, LLC | 0.00% | No change | 47 | $10K |
| Kozak & Associates, Inc. | 0.00% | New | 47 | $10K |
| Physician Wealth Advisors, Inc. | 0.00% | No change | 46 | $9K |
| Van Eck Associates Corp. | 0.00% | Reduce -66.7% | 44 | $9K |
| Exchange Traded Concepts, LLC | 0.00% | Reduce -97.9% | 43 | $9K |
| Chapman Financial Group, LLC | 0.01% | No change | 42 | $9K |
| Bfsg, LLC | 0.00% | No change | 39 | $8K |
| 10Elms LLP | 0.01% | No change | 38 | $8K |
| Evolution Wealth Management Inc. | 0.01% | No change | 36 | $7K |
| First Community Trust NA | 0.01% | No change | 36 | $7K |
| Legacy Wealth Managment, LLC | 0.00% | No change | 35 | $7K |
| Aventura Private Wealth, LLC | 0.00% | No change | 34 | $7K |
| Integrity Financial Corp | 0.00% | Reduce -44.8% | 32 | $7K |
| Hoey Investments, Inc. | 0.00% | No change | 32 | $7K |
| Mowery & Schoenfeld Wealth Management, LLC | 0.01% | New | 31 | $6K |
| Granite Investment Partners, LLC | 0.00% | No change | 29 | $6K |
| Broadwater Capital Management LLC | 0.00% | Reduce -99.5% | 26 | $5K |
| Horizons Wealth Management | 0.00% | No change | 25 | $5K |
| Legacy Bridge, LLC | 0.00% | No change | 25 | $5K |
| Quest 10 Wealth Builders, Inc. | 0.00% | No change | 23 | $5K |
| AllSquare Wealth Management LLC | 0.00% | No change | 20 | $4K |
| DHJJ Financial Advisors, Ltd. | 0.00% | Reduce -50.0% | 20 | $4K |
| Toth Financial Advisory Corp. | 0.00% | No change | 20 | $4K |
| Harvest Fund Management Co., Ltd | 0.00% | No change | 21 | $4K |
| Fairman Group, LLC | 0.00% | No change | 16 | $3K |
| Koesten, Hirschmann & Crabtree, INC. | 0.00% | No change | 14 | $3K |
| Westfuller Advisors, LLC | 0.00% | New | 11 | $2K |
| Lowe Wealth Advisors, LLC | 0.00% | New | 8 | $2K |
| Alerus Financial NA | 0.00% | No change | 8 | $2K |
| N.E.W. Advisory Services LLC | 0.00% | No change | 8 | $2K |
| Hughes Financial Services, LLC | 0.00% | No change | 7 | $1K |
| Cape Investment Advisory, Inc. | 0.00% | Reduce -93.0% | 5 | $1K |
| Beutel, Goodman & Co Ltd. | 0.00% | New | 6 | $1K |
| Kiker Wealth Management, LLC | 0.00% | No change | 4 | $814 |
| Contravisory Investment Management, Inc. | 0.00% | No change | 4 | $814 |
| Realta Investment Advisors | 0.00% | No change | 3 | $518 |
"% 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.