iShares Russell 1000 Value EIWDETF
13F holders, Q4 2025 (December 31)At the end of Q4 2025, 1,911 institutions reported holding iShares Russell 1000 Value E (IWD) in their 13F filings, up 157 from Q3 2025. 133 opened new positions and 58 sold out. The largest holders were Bank of America Corp. ($11.0B), Morgan Stanley ($8.3B) and Goldman Sachs Group Inc. ($2.4B). 8 famous investors held it, including Joel Greenblatt (0.1% of Gotham Asset Management's portfolio), Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio) and Mario Gabelli (0.0% of GAMCO Investors's portfolio).
- Company
- iShares Russell 1000 Value E
- CUSIP
- 464287598
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 133 | $489.5M |
| Exits | 58 | $55.3M |
All 13F filers, Q3 2025 → Q4 2025: 22,682,518 shares bought and 7,000,792 shares sold, net +15,681,726 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,911 holders
| Bank of America Corp. | 0.80% | Add +5.4% | 52,256,616 | $11.0B |
| Morgan Stanley | 0.50% | Add +9.0% | 39,663,587 | $8.3B |
| Goldman Sachs Group Inc. | 0.35% | Add +2.0% | 11,560,204 | $2.4B |
| JPMorgan Chase & Co. | 0.13% | Add +3.8% | 9,251,710 | $1.9B |
| FMR LLC | 0.09% | Reduce -12.7% | 8,612,243 | $1.8B |
| Financial Engines Advisors L.L.C. | 3.35% | Reduce -1.9% | 8,417,954 | $1.8B |
| Envestnet Asset Management Inc. | 0.48% | Add +15.7% | 7,746,341 | $1.6B |
| UBS Group AG | 0.28% | Reduce -13.9% | 6,611,520 | $1.4B |
| Wells Fargo & Company | 0.24% | Add +20.3% | 5,895,769 | $1.2B |
| Baird Financial Group, Inc. | 1.92% | Add +4.1% | 5,848,639 | $1.2B |
| Raymond James Financial Inc. | 0.35% | Add +4.3% | 5,379,206 | $1.1B |
| Northern Trust Corp. | 0.13% | Add +0.9% | 4,928,650 | $1.0B |
| LPL Financial LLC | 0.25% | Add +2.1% | 4,290,502 | $902.5M |
| M&T Bank Corp | 2.56% | Add +0.9% | 3,785,045 | $796.1M |
| PNC Financial Services Group, Inc. | 0.41% | Add +4.9% | 3,557,589 | $748.3M |
| Prudential Financial Inc. | 0.88% | Reduce -10.2% | 3,422,500 | $725.4M |
| Pinnacle Financial Partners, Inc. | 5.19% | — | 3,263,800 | $686.5M |
| Royal Bank of Canada | 0.09% | Add +21.1% | 2,540,656 | $534.4M |
| Jasper Ridge Partners, L.P. | 11.77% | No change | 2,524,684 | $531.0M |
| Truist Financial Corp. | 0.66% | Add +4.7% | 2,344,574 | $493.2M |
| Stifel Financial Corp. | 0.36% | Add +26.4% | 1,916,312 | $403.1M |
| Commonwealth Equity Services, LLC | 0.48% | Reduce -7.3% | 1,726,024 | $363.1M |
| GLOBALT Investments LLC / GA | 12.95% | Reduce -1.0% | 1,686,679 | $354.8M |
| Jones Financial Companies LLLP | 0.19% | Add +1.3% | 1,507,315 | $317.0M |
| Rockefeller Capital Management L.P. | 0.55% | Add +28.5% | 1,440,501 | $303.0M |
| Focus Partners Wealth | 0.34% | Add +151.8% | 1,412,808 | $297.2M |
| Ameriprise Financial Inc. | 0.07% | Add +17.9% | 1,397,904 | $294.1M |
| Stairway Partners, LLC | 14.41% | Add +0.8% | 1,323,057 | $278.3M |
| Cetera Investment Advisers | 0.30% | Reduce -1.3% | 1,295,575 | $272.5M |
| Citigroup Inc. | 0.18% | Reduce -3.6% | 1,250,236 | $263.0M |
| 71 West Capital Partners | 11.04% | — | 1,141,321 | $240.1M |
| Tiaa Trust, National Association | 0.58% | Reduce -1.3% | 1,135,610 | $239.9M |
| HighTower Advisors, LLC | 0.25% | Add +3.9% | 1,099,616 | $231.3M |
| BNP Paribas Financial Markets | 0.14% | Add +91.1% | 1,053,204 | $221.5M |
| Pacific Life Fund Advisors LLC | 22.61% | Reduce -3.3% | 1,043,643 | $219.5M |
| Comerica Bank | 0.82% | Add +1.4% | 974,143 | $204.9M |
| Waldron Private Wealth LLC | 7.32% | Reduce -1.1% | 880,945 | $185.3M |
| Bank of New York Mellon Corp | 0.03% | Add +20.5% | 858,292 | $180.5M |
| Oakworth Capital, Inc. | 9.59% | Add +3.2% | 835,036 | $175.6M |
| US Bancorp \de | 0.20% | Add +7.2% | 824,090 | $173.3M |
| Corient Private Wealth LP | 0.23% | Reduce -1.0% | 814,429 | $171.4M |
| Commerce Bank | 0.84% | Add +1.1% | 725,356 | $152.6M |
| OpenArc Corporate Advisory, LLC | 2.34% | — | 673,355 | $141.6M |
| Circle Wealth Management, LLC | 2.18% | Add +10.7% | 672,633 | $141.5M |
| Wealth Enhancement Advisory Services, LLC | 0.19% | Add +0.3% | 652,027 | $141.2M |
| Stephens Inc. | 1.63% | Reduce -1.2% | 621,161 | $130.7M |
| Brown Advisory Inc. | 0.18% | Add +52.7% | 619,817 | $130.4M |
| Osaic Holdings, Inc. | 0.19% | Reduce -0.1% | 611,239 | $128.5M |
| 1ST Source Bank | 6.73% | Reduce -11.1% | 610,192 | $128.3M |
| Natixis Advisors, LLC | 0.18% | Add +11.2% | 608,771 | $128.0M |
| Confluence Investment Management LLC | 1.79% | Add +2904.9% | 568,609 | $119.6M |
| Diamond Hill Capital Management, LLC (Investment Advisor) | 0.60% | Add +24828.5% | 556,903 | $117.1M |
| Creative Planning | 0.08% | Add +2.9% | 539,464 | $113.5M |
| Mariner, LLC | 0.13% | Add +6.3% | 531,496 | $111.8M |
| Equity Investment Corp. | 2.17% | Add +151.2% | 512,134 | $107.7M |
| Pathstone Holdings, LLC | 0.40% | Reduce -10.9% | 488,638 | $102.8M |
| Mizuho Bank, Ltd. | 12.02% | New | 480,000 | $101.0M |
| MML Investors Services, LLC | 0.23% | Add +11.5% | 455,284 | $95.8M |
| Cerity Partners LLC | 0.14% | Add +110.6% | 452,281 | $95.1M |
| Northwestern Mutual Wealth Management Co. | 0.06% | Reduce -1.5% | 449,483 | $94.5M |
| Bank of Nova Scotia | 0.14% | Reduce -19.8% | 433,880 | $91.3M |
| Stephens Group Asset Management, LLC | 6.05% | Reduce -0.2% | 430,753 | $90.6M |
| Cassaday & Co Wealth Management LLC | 1.87% | Reduce -1.4% | 422,578 | $88.9M |
| Eagle Capital Management LLC | 0.27% | Add +953.4% | 419,660 | $88.3M |
| Alliancebernstein L.P. | 0.03% | Add +7.3% | 415,954 | $87.5M |
| Captrust Financial Advisors | 0.17% | Reduce -1.5% | 414,312 | $87.1M |
| Beacon Pointe Advisors, LLC | 0.61% | Add +78.3% | 413,095 | $86.9M |
| Franklin Resources Inc. | 0.02% | Reduce -27.6% | 410,411 | $86.3M |
| Cullen/Frost Bankers, Inc. | 0.93% | Add +6.1% | 403,058 | $84.8M |
| Cedar Mountain Advisors, LLC | 16.33% | Add +0.4% | 402,552 | $84.7M |
| Choreo, LLC | 1.08% | Add +2.2% | 398,421 | $84.4M |
| Dynasty Wealth Management, LLC | 0.82% | New | 395,837 | $83.3M |
| Marquette Asset Management, LLC | 11.92% | Add +0.6% | 383,771 | $80.7M |
| BlackRock, Inc. | 0.00% | Reduce -22.0% | 369,437 | $77.7M |
| Landaas & Co. /Wi | 16.90% | Add +1.1% | 365,197 | $76.8M |
| Modera Wealth Management, LLC | 0.89% | Reduce -17.8% | 364,779 | $76.7M |
| Equitable Holdings, Inc. | 0.52% | Add +2.9% | 362,438 | $76.2M |
| MV Capital Management, Inc. | 7.32% | Reduce -0.7% | 362,323 | $76.2M |
| MAI Capital Management | 0.44% | Add +1.6% | 362,100 | $76.2M |
| StoneX Group Inc. | 3.27% | Add +1.6% | 357,505 | $75.2M |
| Thrivent Financial for Lutherans | 0.13% | Add +16.3% | 338,643 | $71.7M |
| Private Advisor Group, LLC | 0.33% | Add +0.7% | 336,342 | $70.7M |
| Moneta Group Investment Advisors LLC | 0.52% | Reduce -0.3% | 329,410 | $69.3M |
| Janney Montgomery Scott LLC | 0.16% | Add +23.8% | 326,035 | $68.6M |
| Allworth Financial LP | 0.28% | Add +605.0% | 320,484 | $67.4M |
| Steward Partners Investment Advisory, LLC | 0.36% | Add +0.9% | 309,939 | $65.2M |
| EP Wealth Advisors, LLC | 0.34% | — | 308,352 | $64.9M |
| Covenant Partners, LLC | 18.93% | Add +6.7% | 307,868 | $64.8M |
| Zacks Investment Management | 0.50% | Add +328.4% | 304,086 | $64.0M |
| Cresset Asset Management, LLC | 0.27% | Add +2.8% | 297,973 | $62.7M |
| Badgley Phelps Wealth Managers, LLC | 1.10% | Add +16.7% | 284,280 | $59.8M |
| American Century Companies Inc. | 0.03% | Reduce -52.1% | 282,349 | $59.4M |
| Fifth Third Bancorp | 0.19% | Reduce -3.5% | 280,879 | $59.1M |
| Waverly Advisors, LLC | 0.48% | Add +41.8% | 280,747 | $59.1M |
| Boston Partners | 0.06% | Add +332.5% | 273,930 | $58.4M |
| O'shaughnessy Asset Management, LLC | 0.32% | Add +397.2% | 275,191 | $57.9M |
| Paulson Wealth Management Inc. | 13.14% | Reduce -3.9% | 270,484 | $56.9M |
| Bridges Investment Management Inc. | 0.71% | Reduce -2.0% | 267,626 | $56.3M |
| SMI Advisory Services, LLC | 9.56% | New | 254,744 | $55.5M |
| First Business Financial Services, Inc. | 5.07% | Reduce -1.1% | 262,423 | $55.2M |
| Bank of Montreal | 0.02% | Add +46.8% | 252,535 | $53.1M |
| Blair William & Co. | 0.14% | Add +4.6% | 248,735 | $52.3M |
| Brandywine Global Investment Management, LLC | 0.35% | Add +20.8% | 242,573 | $51.0M |
| Nuveen, LLC | 0.01% | Reduce -20.7% | 239,700 | $50.4M |
| CX Institutional | 1.48% | Reduce -2.2% | 236,247 | $49.7M |
| HB Wealth Management, LLC | 0.32% | Add +13.6% | 234,716 | $49.4M |
| Wind River Trust Co | 18.36% | No change | 233,705 | $49.2M |
| Oppenheimer Asset Management Inc. | 0.59% | Add +157.3% | 227,918 | $47.9M |
| Legacy Edge Advisors, LLC | 5.24% | Add +3.9% | 227,640 | $47.9M |
| Callan Family Office, LLC | 1.03% | Add +203.7% | 227,323 | $47.8M |
| Mission Wealth Management, LP | 0.95% | Reduce -2.9% | 221,880 | $46.7M |
| Comprehensive Financial Management LLC | 1.33% | No change | 210,233 | $44.2M |
| Mercer Global Advisors Inc. | 0.07% | Add +5.3% | 208,607 | $43.9M |
| Gainplan LLC | 16.45% | New | 208,239 | $43.8M |
| Relyea Zuckerberg Hanson LLC | 4.42% | Reduce -0.0% | 207,859 | $43.7M |
| Americana Partners, LLC | 1.20% | Add +21.6% | 207,378 | $43.6M |
| CIBC Private Wealth Group LLC | 0.07% | Add +5.6% | 195,334 | $41.1M |
| Massachusetts Financial Services Co. | 0.01% | Add +121.8% | 190,793 | $40.1M |
| Kestra Private Wealth Services, LLC | 0.50% | Add +13.8% | 189,623 | $39.9M |
| CFS Investment Advisory Services, LLC | 2.85% | Add +16.9% | 185,358 | $39.0M |
| Prospera Financial Services Inc | 0.64% | Add +507.3% | 184,865 | $38.9M |
| Kestra Advisory Services, LLC | 0.16% | Add +19.5% | 180,546 | $38.0M |
| Lido Advisors, LLC | 0.15% | Reduce -1.5% | 182,339 | $37.8M |
| Concurrent Investment Advisors, LLC | 0.43% | Add +602.6% | 179,058 | $37.7M |
| Regions Financial Corp. | 0.24% | Reduce -1.3% | 178,771 | $37.6M |
| Saudi Central Bank | 1.40% | No change | 178,016 | $37.4M |
| Cambiar Investors LLC | 1.67% | Add +26.9% | 177,191 | $37.3M |
| Silvercrest Asset Management Group LLC | 0.24% | Add +98.5% | 168,002 | $35.3M |
| Mesirow Financial Investment Management, Inc. | 0.72% | Reduce -19.9% | 167,710 | $35.3M |
| Corundum Group, Inc. | 11.51% | Add +32.9% | 163,052 | $34.3M |
| Cordatus Wealth Management LLC | 7.91% | New | 162,675 | $34.2M |
| Ieq Capital, LLC | 0.10% | Add +14.6% | 160,667 | $33.8M |
| LBJ Family Wealth Advisors, Ltd. | 18.57% | Reduce -2.3% | 160,552 | $33.8M |
| TD Private Client Wealth LLC | 0.70% | Add +46.2% | 155,876 | $32.8M |
| AQR Capital Management | 0.02% | Add +9.2% | 154,838 | $32.6M |
| Pacific Sage Partners, LLC | 5.07% | Add +3.7% | 151,978 | $32.0M |
| Waterloo Capital, L.P. | 2.31% | Add +0.1% | 151,923 | $32.0M |
| Objectivity Squared, LLC | 17.55% | Add +1.8% | 149,193 | $31.4M |
| Clearstead Advisors, LLC | 0.39% | Add +2.1% | 148,630 | $31.3M |
| Proathlete Wealth Management LLC | 8.51% | Add +5.5% | 147,901 | $31.2M |
| Kayne Anderson Rudnick Investment Management LLC | 0.08% | Add +437.4% | 148,113 | $31.1M |
| Envestnet Portfolio Solutions, Inc. | 0.11% | Add +22.4% | 147,301 | $31.0M |
| Keybank National Association | 0.11% | Add +3.2% | 147,287 | $31.0M |
| Cambridge Investment Research Advisors, Inc. | 0.08% | Add +1.9% | 147,031 | $30.9M |
| Midwest Trust Co | 0.39% | Add +8.2% | 146,816 | $30.9M |
| Aristotle Capital Management, LLC | 0.06% | Add +327.1% | 145,910 | $30.7M |
| &partners | 0.16% | Add +76.6% | 144,642 | $30.7M |
| Sanctuary Advisors, LLC | 0.16% | Reduce -0.1% | 143,158 | $30.1M |
| Jmac Enterprises LLC | 5.71% | Reduce -1.6% | 141,924 | $29.9M |
| HSBC Holdings PLC | 0.02% | Add +4.8% | 141,873 | $29.8M |
| London Co. of Virginia | 0.17% | Add +3335.7% | 140,864 | $29.6M |
| Westwood Holdings Group Inc. | 0.24% | Add +30.8% | 138,862 | $29.2M |
| Savant Capital, LLC | 0.17% | Add +2.6% | 138,634 | $29.2M |
| Simon Quick Advisors, LLC | 1.27% | Reduce -27.4% | 138,576 | $29.1M |
| RMR Wealth Builders | 2.33% | Reduce -0.7% | 138,448 | $29.1M |
| Nadler Financial Group, Inc. | 2.71% | Reduce -3.4% | 138,327 | $29.1M |
| Ellenbecker Investment Group | 3.96% | Add +5.6% | 134,362 | $28.3M |
| Claro Advisors Inc. | 3.73% | Add +27.8% | 130,002 | $27.3M |
| Flaharty Asset Management, LLC | 3.37% | Reduce -42.2% | 128,182 | $27.0M |
| NewEdge Advisors, LLC | 0.10% | Add +13.4% | 126,357 | $26.6M |
| AMG National Trust Bank | 0.63% | Reduce -0.7% | 126,261 | $26.6M |
| Capital Advisors, Ltd. LLC | 2.99% | Reduce -1.6% | 126,242 | $26.6M |
| Rwa Wealth Partners, LLC | 0.29% | Add +644.2% | 125,639 | $26.4M |
| First Horizon Corp. | 1.17% | Reduce -0.8% | 124,145 | $26.1M |
| TruWealth Advisors, LLC | 1.24% | Reduce -0.2% | 120,916 | $25.4M |
| LWM Advisors Inc. | 21.73% | Add +1.3% | 117,480 | $24.7M |
| Sylvest Advisors, LLC | 13.18% | Add +14.0% | 117,450 | $24.7M |
| Wilmington Savings Fund Society, FSB | 0.57% | Add +116.6% | 115,640 | $24.3M |
| Stratos Investment Management, LLC | 0.97% | Reduce -0.6% | 115,570 | $24.3M |
| BTC Capital Management, Inc. | 1.67% | Add +19.7% | 113,949 | $24.0M |
| PFW Advisors LLC | 7.24% | Add +0.1% | 113,949 | $24.0M |
| Neuberger Berman Group LLC | 0.02% | Add +128.7% | 113,879 | $24.0M |
| Cwm, LLC | 0.06% | Add +65.0% | 113,083 | $23.8M |
| Ryan Investment Management, Inc. | 12.81% | Reduce -24.6% | 110,008 | $23.1M |
| Venture Visionary Partners LLC | 0.75% | Add +0.6% | 109,139 | $23.0M |
| Fulton Bank, N.A. | 0.77% | Add +1.2% | 106,535 | $22.4M |
| Awm Capital, LLC | 2.00% | Add +0.2% | 104,889 | $22.1M |
| Arkadios Wealth Advisors | 0.44% | Add +42.7% | 104,517 | $22.0M |
| Parkside Financial Bank & Trust | 1.64% | Reduce -0.8% | 103,825 | $21.8M |
| Arax Advisory Partners | 0.63% | New | 103,478 | $21.8M |
| United Capital Financial Advisors, LLC | 0.13% | Add +7.0% | 99,197 | $20.9M |
| Orion Porfolio Solutions, LLC | 0.15% | Add +33.9% | 97,303 | $20.5M |
| Applied Finance Capital Management, LLC | 1.46% | Add +1432.7% | 97,035 | $20.4M |
| Westshore Wealth, LLC | 6.75% | Reduce -0.7% | 96,811 | $20.4M |
| TCW Group Inc. | 0.15% | Add +182.8% | 96,333 | $20.3M |
| Woodard & Co. Asset Management Group Inc. | 3.20% | Reduce -3.1% | 96,135 | $20.2M |
| Park Avenue Securities LLC | 0.17% | Add +0.9% | 95,748 | $20.1M |
| Quantinno Capital Management LP | 0.04% | Add +23.9% | 95,585 | $20.1M |
| Bokf, NA | 0.30% | Add +64.6% | 92,521 | $19.5M |
| Ashton Thomas Private Wealth, LLC | 0.47% | Add +3.7% | 91,678 | $19.3M |
| CM Wealth Advisors LLC | 4.35% | Reduce -0.1% | 91,621 | $19.3M |
| Integrated Investment Consultants, LLC | 3.76% | Reduce -6.0% | 91,112 | $19.2M |
| Keel Point, LLC | 1.15% | Add +8.8% | 90,660 | $19.1M |
| SlateStone Wealth, LLC | 1.58% | Add +6.1% | 89,893 | $18.9M |
| Level Four Advisory Services, LLC | 0.61% | Add +656.3% | 88,901 | $18.7M |
| GHP Investment Advisors, Inc. | 0.77% | Reduce -0.4% | 88,681 | $18.7M |
| NewEdge Wealth, LLC | 0.21% | Add +83.1% | 88,296 | $18.6M |
| Beirne Wealth Consulting Services, LLC | 5.33% | Reduce -14.7% | 87,471 | $18.4M |
| Fund Evaluation Group, LLC | 0.61% | Add +10.6% | 87,356 | $18.4M |
| Independent Family Office, LLC | 7.63% | No change | 86,911 | $18.3M |
| Great Lakes Advisors, LLC | 0.15% | Add +412.6% | 86,627 | $18.2M |
| Noble Family Wealth, LLC | 3.74% | Reduce -0.7% | 84,323 | $17.7M |
| Bleakley Financial Group, LLC | 0.30% | Add +4.8% | 82,572 | $17.4M |
| RTD Financial Advisors, Inc. | 2.10% | Reduce -2.0% | 81,938 | $17.2M |
| Wealthspire Advisors, LLC | 0.14% | Reduce -49.7% | 80,943 | $17.0M |
| Hirtle & Co., LLC | 0.65% | Reduce -1.9% | 80,817 | $17.0M |
| Gotham Asset Management | 0.06% | Add +29.0% | 80,801 | $17.0M |
| Advisors Preferred, LLC | 2.77% | New | 80,083 | $17.0M |
| VestGen Advisors, LLC | 0.70% | Reduce -14.6% | 78,019 | $16.4M |
| Napier Financial, LLC | 4.09% | — | 77,792 | $16.4M |
| Lyrical Asset Management LP | 0.21% | Add +6082.6% | 77,777 | $16.4M |
| Montag A & Associates Inc. | 0.74% | Reduce -3.7% | 76,844 | $16.2M |
| Nestegg Advisors, Inc. | 13.75% | Reduce -0.1% | 76,544 | $16.1M |
| Ascent Group, LLC | 0.54% | Reduce -6.0% | 75,553 | $15.9M |
| Willis Johnson & Associates, Inc. | 0.97% | Reduce -1.1% | 74,969 | $15.8M |
| PW Nova Financial Services LLC | 5.85% | — | 72,784 | $15.4M |
| Bitterroot Capital Advisors LLC | 10.42% | — | 72,311 | $15.2M |
| Apella Capital, LLC | 0.30% | Reduce -1.9% | 71,858 | $15.1M |
| Newport Capital Group, LLC | 9.15% | Add +0.7% | 71,196 | $15.0M |
| Ballast, Inc. | 3.49% | Add +81.2% | 70,978 | $14.9M |
| First Citizens Bank & Trust Co. | 0.31% | Add +0.8% | 70,588 | $14.8M |
| Berman McAleer LLC | 2.01% | Reduce -0.3% | 69,831 | $14.7M |
| Anchor Capital Advisors LLC | 0.41% | Add +372.8% | 67,881 | $14.3M |
| West Bancorporation Inc. | 7.37% | Add +6.7% | 66,857 | $14.1M |
| Genesis Private Wealth, LLC | 4.36% | Add +9.0% | 66,786 | $14.0M |
| XML Financial, LLC | 1.14% | Add +0.8% | 66,398 | $14.0M |
| Sonata Capital Group Inc. | 5.04% | Reduce -1.0% | 66,314 | $13.9M |
| Certuity, LLC | 0.87% | Reduce -9.3% | 66,075 | $13.9M |
| Johnson Financial Group, Inc. | 0.51% | Reduce -0.7% | 64,295 | $13.5M |
| FDx Advisors, Inc. | 6.85% | Reduce -2.4% | 63,828 | $13.4M |
| Summit Financial, LLC | 0.20% | Add +2.2% | 63,208 | $13.3M |
| Breakwater Capital Group | 1.83% | Reduce -6.7% | 62,239 | $13.1M |
| Kelsey Financial, LLC | 11.09% | — | 61,396 | $12.9M |
| Glenmede Trust Co. NA | 0.06% | — | 61,091 | $12.8M |
| Sterling Capital Management LLC | 0.21% | Add +2762.9% | 60,979 | $12.8M |
| Meramec Financial Planners, LLC | 4.98% | — | 56,885 | $12.8M |
| First National Bank of Omaha | 0.38% | New | 60,014 | $12.7M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.02% | No change | 60,000 | $12.6M |
| Summit Wealth & Retirement Planning, Inc. | 2.95% | Reduce -2.5% | 59,508 | $12.5M |
| Haverford Trust Co | 0.11% | Reduce -5.3% | 59,152 | $12.4M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.19% | Add +7.4% | 59,068 | $12.4M |
| Insight 2811, Inc. | 5.43% | Reduce -4.1% | 58,485 | $12.3M |
| Aptus Capital Advisors, LLC | 0.10% | Reduce -1.7% | 58,462 | $12.3M |
| Oppenheimer & Co. Inc. | 0.17% | Reduce -0.1% | 58,280 | $12.3M |
| Investment Partners, LTD. | 4.18% | Reduce -1.6% | 56,816 | $12.0M |
| Blue Trust, Inc. | 0.13% | Add +14.9% | 56,653 | $11.9M |
| Prism Advisors, Inc. | 3.16% | Reduce -22.7% | 56,328 | $11.8M |
| Avidian Wealth Enterprises, LLC | 0.43% | Reduce -0.3% | 56,097 | $11.8M |
| Sagespring Wealth Partners, LLC | 0.21% | Reduce -2.2% | 56,051 | $11.8M |
| Naples Global Advisors, LLC | 0.88% | Add +4.6% | 55,896 | $11.8M |
| Chicago Partners Investment Group LLC | 0.29% | Reduce -0.0% | 53,689 | $11.7M |
| Arcadia Wealth Management, LLC | 4.34% | Add +3.0% | 55,449 | $11.7M |
| Jane Street Group, LLC | 0.01% | New | 55,236 | $11.6M |
| JFS Wealth Advisors, LLC | 0.64% | Add +1.6% | 54,245 | $11.4M |
| Jefferies Financial Group Inc. | 0.10% | Add +3.5% | 54,137 | $11.4M |
| Advisory Services Network, LLC | 0.16% | Add +47.0% | 53,907 | $11.3M |
| FMA Wealth Management, LLC | 7.34% | Reduce -2.8% | 53,861 | $11.3M |
| Newton One Investments LLC | 3.20% | Reduce -0.3% | 51,527 | $10.8M |
| Bessemer Group Inc. | 0.02% | Add +0.0% | 51,119 | $10.8M |
| Goelzer Investment Management, Inc. | 0.49% | Reduce -5.8% | 50,291 | $10.6M |
| Morton Capital Management LLC | 1.60% | Reduce -5.2% | 49,434 | $10.4M |
| Montecito Bank & Trust | 1.64% | Reduce -0.7% | 48,839 | $10.3M |
| Nwam LLC | 0.57% | Add +1.7% | 48,117 | $10.2M |
| Diversified Trust Co. | 0.19% | Add +0.8% | 48,360 | $10.2M |
| Hancock Whitney Corp. | 0.18% | Add +7.4% | 48,289 | $10.2M |
| Tradition Wealth Management, LLC | 0.72% | Add +1.4% | 47,793 | $10.1M |
| Mather Group, Llc. | 0.10% | Reduce -7.4% | 47,625 | $10.0M |
| Wealthcare Advisory Partners LLC | 0.19% | Reduce -6.1% | 46,955 | $9.9M |
| Valeo Financial Advisors, LLC | 0.22% | Add +2.4% | 46,445 | $9.8M |
| Visionary Wealth Advisors | 0.44% | Reduce -3.8% | 46,281 | $9.7M |
| Atria Investments, Inc | 0.11% | Add +22.0% | 45,956 | $9.7M |
| NorthRock Partners, LLC | 0.16% | Add +22.9% | 45,783 | $9.6M |
| Integrated Wealth Concepts LLC | 0.11% | Reduce -27.6% | 45,222 | $9.5M |
| SCS Capital Management LLC | 0.10% | Reduce -21.6% | 44,941 | $9.5M |
| Foster & Motley Inc. | 0.50% | Add +10.0% | 44,676 | $9.4M |
| Oldfather Financial Services, LLC | 2.75% | Reduce -0.6% | 43,987 | $9.3M |
| Johnson Investment Counsel Inc. | 0.08% | Reduce -1.4% | 43,949 | $9.2M |
| Ritholtz Wealth Management | 0.17% | Reduce -1.9% | 43,827 | $9.2M |
| MetLife Investment Management, LLC | 0.04% | Add +22.7% | 43,300 | $9.1M |
| Smith & Howard Wealth Management, LLC | 2.08% | Add +0.6% | 43,299 | $9.1M |
| Stratos Wealth Advisors, LLC | 0.44% | Reduce -50.8% | 43,261 | $9.1M |
| Arete Wealth Advisors, LLC | 0.62% | Add +6.0% | 42,622 | $9.0M |
| Paladin Partners, LLC | 6.61% | — | 42,170 | $8.9M |
| Oxford Financial Group, LTD. LLC | 0.49% | Reduce -3.0% | 42,167 | $8.9M |
| Fidelis Capital Partners, LLC | 0.64% | Reduce -8.0% | 41,694 | $8.8M |
| Wellspring Financial Advisors, LLC | 0.69% | Reduce -1.2% | 41,676 | $8.8M |
| Webster Bank, N. A. | 0.82% | Add +1.0% | 41,665 | $8.8M |
| Allspring Global Investments Holdings, LLC | 0.01% | Reduce -0.9% | 41,178 | $8.7M |
| NorthCoast Asset Management LLC | 0.19% | Reduce -95.5% | 41,442 | $8.7M |
| NFJ Investment Group, LLC | 0.31% | Add +1705.2% | 41,105 | $8.6M |
| HBK Sorce Advisory LLC | 0.20% | Reduce -1.2% | 38,411 | $8.6M |
| Snowden Capital Advisors LLC | 0.22% | Add +28.9% | 40,866 | $8.6M |
| Quent Capital, LLC | 0.62% | Reduce -2.9% | 40,804 | $8.6M |
| Stratos Wealth Partners, LTD. | 0.10% | Add +22.3% | 40,577 | $8.5M |
| Ausdal Financial Partners, Inc. | 0.39% | Reduce -1.9% | 39,918 | $8.4M |
| Bryn Mawr Trust Advisors, LLC | 0.40% | Add +67.5% | 39,631 | $8.3M |
| Veratis Advisors, Inc. | 6.53% | — | 36,978 | $8.3M |
| Rehmann Capital Advisory Group | 0.43% | Add +49.9% | 39,225 | $8.3M |
| Segment Wealth Management, LLC | 0.47% | Reduce -1.2% | 38,744 | $8.1M |
| Sepio Capital, LP | 0.44% | Add +381.7% | 38,615 | $8.1M |
| Sunburst Financial Group, LLC | 1.64% | No change | 38,451 | $8.1M |
| Stegner Investment Associates Inc. | 4.29% | Add +44.5% | 38,389 | $8.1M |
| Parallel Advisors, LLC | 0.15% | Reduce -0.3% | 38,330 | $8.1M |
| OneDigital Investment Advisors LLC | 0.08% | Add +9.5% | 38,223 | $8.0M |
| Mullaney, Keating & Wright, Inc. | 4.23% | Reduce -0.3% | 38,130 | $8.0M |
| Sierra Capital LLC | 0.83% | Add +0.1% | 37,492 | $7.9M |
| Independence Asset Advisors, LLC | 4.32% | Reduce -89.2% | 37,250 | $7.8M |
| Northern Lights Advisors, Inc. | 5.37% | — | 37,209 | $7.8M |
| Dimension Capital Management LLC | 1.09% | Add +0.3% | 37,114 | $7.8M |
| Arbor Investment Advisors, LLC | 1.03% | Add +0.2% | 37,041 | $7.8M |
| J.W. Cole Advisors, Inc. | 0.19% | Add +1.0% | 37,307 | $7.7M |
| Hilltop Holdings Inc. | 0.46% | Add +696.1% | 36,660 | $7.7M |
| Aspiriant, LLC | 0.22% | Reduce -0.7% | 36,641 | $7.7M |
| Voya Investment Management LLC | 0.01% | Reduce -45.8% | 36,567 | $7.7M |
| CFM Wealth Partners LLC | 1.11% | Reduce -1.1% | 36,495 | $7.7M |
| Astoria Strategic Wealth, Inc. | 1.93% | Reduce -3.9% | 36,425 | $7.7M |
| Associated Banc-Corp | 0.20% | Reduce -1.6% | 36,301 | $7.6M |
| Savvy Advisors, Inc. | 0.25% | Add +2569.2% | 36,248 | $7.6M |
| Citizens Financial Group Inc. | 0.10% | Reduce -2.5% | 36,128 | $7.6M |
| Kingsview Wealth Management, LLC | 0.11% | Add +94.9% | 36,056 | $7.6M |
| Finley Financial, LLC | 3.46% | Reduce -0.3% | 35,881 | $7.5M |
| Ironwood Investment Counsel, LLC | 1.05% | Add +92.3% | 35,660 | $7.5M |
| Sowell Financial Services LLC | 0.28% | Add +6.6% | 35,582 | $7.5M |
| Farther Finance Advisors, LLC | 0.08% | Add +85.1% | 35,547 | $7.5M |
| Fifth Third Wealth Advisors LLC | 0.26% | Add +0.7% | 35,327 | $7.4M |
| Signaturefd, LLC | 0.11% | Reduce -6.3% | 35,289 | $7.4M |
| AlTi Global, Inc. | 0.16% | Reduce -5.2% | 35,222 | $7.4M |
| Pinnacle Wealth Planning Services, Inc. | 0.77% | Add +20.7% | 35,047 | $7.4M |
| Sei Investments Co. | 0.01% | Add +2.0% | 35,034 | $7.4M |
| Confluence Wealth Services, Inc. | 0.30% | Add +17.5% | 34,901 | $7.3M |
| Raub Brock Capital Management LP | 1.63% | Add +0.3% | 34,724 | $7.3M |
| Vestmark Advisory Solutions, Inc. | 0.10% | Add +77.4% | 34,549 | $7.3M |
| Rebalance, LLC | 0.42% | Reduce -19.6% | 34,508 | $7.3M |
| Widmann Financial Services, Inc. | 4.41% | Add +2.4% | 34,284 | $7.2M |
| Eastern Bank | 0.12% | Add +1.1% | 33,512 | $7.0M |
| Whittier Trust Co. | 0.07% | Add +2.5% | 31,763 | $6.9M |
| Tandem Financial, LLC | 8.23% | Add +83.6% | 36,825 | $6.8M |
| MidFirst Bank | 0.54% | — | 32,324 | $6.8M |
| Baker Avenue Asset Management, LP | 0.16% | Add +2.4% | 32,176 | $6.8M |
| Principal Financial Group Inc. | 0.00% | Add +9.4% | 32,114 | $6.8M |
| Assetmark, Inc. | 0.01% | Add +45.4% | 32,037 | $6.7M |
| Retirement Income Solutions, Inc. | 1.14% | Reduce -4.8% | 31,963 | $6.7M |
| Vanguard Group Inc. | 0.00% | Add +0.5% | 31,708 | $6.7M |
| American Institute for Advanced Investment Management, LLP | 4.26% | Reduce -1.7% | 31,530 | $6.6M |
| Loomis Sayles & Co. L P | 0.01% | No change | 31,469 | $6.6M |
| Auour Investments LLC | 2.10% | Reduce -3.3% | 31,340 | $6.6M |
| Quadrant Capital Group LLC | 0.20% | No change | 31,293 | $6.6M |
| Nottingham Advisors, Inc. | 0.91% | Reduce -25.8% | 31,155 | $6.6M |
| Smartleaf Asset Management LLC | 0.25% | Add +57.9% | 30,524 | $6.5M |
| Cullen Capital Management, LLC | 0.07% | Add +1791.2% | 30,562 | $6.4M |
| Linscomb Wealth, Inc. | 0.27% | Reduce -2.2% | 30,378 | $6.4M |
| Meritage Portfolio Management | 0.42% | Reduce -39.4% | 30,371 | $6.4M |
| American State Bank (Iowa) | 3.05% | Add +7.2% | 30,197 | $6.4M |
| Pointe Capital Management LLC | 3.14% | Add +6.9% | 30,093 | $6.3M |
| Red Tortoise LLC | 2.71% | Add +0.4% | 30,036 | $6.3M |
| Global Retirement Partners, LLC | 0.11% | Add +21.1% | 29,976 | $6.3M |
| Gladstone Institutional Advisory LLC | 0.24% | Reduce -1.2% | 29,724 | $6.3M |
| Hardy Reed LLC | 0.45% | No change | 29,678 | $6.2M |
| Disciplined Investments, LLC | 2.40% | Add +0.3% | 29,628 | $6.2M |
| Harbour Capital Advisors, LLC | 1.27% | Reduce -0.2% | 29,362 | $6.2M |
| Crescent Grove Advisors, LLC | 0.59% | Reduce -1.6% | 29,577 | $6.2M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | New | 29,526 | $6.2M |
| Tudor Investment Corporation | 0.04% | New | 29,401 | $6.2M |
| Composition Wealth, LLC | 0.09% | Add +0.4% | 29,157 | $6.1M |
| Towerpoint Wealth, LLC | 2.42% | Add +1.3% | 29,020 | $6.1M |
| Brown Brothers Harriman & Co. | 0.03% | Add +2.8% | 28,953 | $6.1M |
| Ballentine Partners, LLC | 0.08% | Reduce -1.4% | 28,746 | $6.0M |
| ARK & TLK Investments, LLC | 1.66% | No change | 28,681 | $6.0M |
| Rothschild Investment LLC | 0.33% | Add +3.4% | 28,647 | $6.0M |
| Whittier Trust Co. of Nevada Inc. | 0.13% | Reduce -1.1% | 27,823 | $6.0M |
| Brand Asset Management Group, Inc. | 1.68% | Reduce -0.4% | 28,583 | $6.0M |
| Brightwater Advisory LLC | 4.01% | No change | 28,246 | $5.9M |
| Forte Asset Management LLC | 2.66% | Add +4.0% | 27,855 | $5.9M |
| Ullmann Wealth Partners Group, LLC | 0.61% | Reduce -0.2% | 28,573 | $5.8M |
| Piedmont Capital Management, LLC | 3.80% | — | 27,500 | $5.8M |
| SOL Capital Management CO | 0.52% | Add +3.8% | 27,399 | $5.8M |
| D.A. Davidson & Co. | 0.04% | Add +39.7% | 27,314 | $5.7M |
| Aureus Asset Management, LLC | 0.36% | No change | 27,245 | $5.7M |
| Prime Capital Investment Advisors, LLC | 0.07% | Add +1.0% | 26,694 | $5.6M |
| Berkshire Asset Management LLC | 0.24% | Add +58.7% | 26,447 | $5.6M |
| IHT Wealth Management, LLC | 0.14% | Reduce -0.8% | 26,396 | $5.6M |
| Ferguson Wellman Capital Management, Inc. | 0.09% | Add +20.6% | 26,389 | $5.6M |
| Potentia Wealth | 2.03% | Reduce -2.4% | 26,364 | $5.5M |
| Valmark Advisers, Inc. | 0.07% | Add +3.1% | 26,099 | $5.5M |
| Aprio Wealth Management, LLC | 0.31% | Add +53.6% | 26,016 | $5.5M |
| Community Bank, N.A. | 0.64% | Reduce -4.5% | 25,869 | $5.4M |
| Next Capital Management LLC | 1.73% | Add +7.5% | 25,679 | $5.4M |
| Hanson & Doremus Investment Management | 0.65% | Add +0.1% | 25,673 | $5.4M |
| KLCM Advisors, Inc. | 0.46% | New | 25,436 | $5.4M |
| SG Americas Securities, LLC | 0.01% | Add +294.5% | 25,370 | $5.3M |
| Great Valley Advisor Group, Inc. | 0.10% | Add +0.3% | 25,202 | $5.3M |
| Paladin Advisory Group, LLC | 3.84% | Reduce -0.3% | 24,995 | $5.3M |
| Buffalo Business & Estate Services Ltd. | 0.75% | — | 24,953 | $5.2M |
| Sequoia Financial Advisors, LLC | 0.03% | Reduce -1.6% | 24,883 | $5.2M |
| JMG Financial Group, Ltd. | 0.15% | Reduce -2.1% | 24,833 | $5.2M |
| Alta Wealth Advisors LLC | 1.73% | Reduce -2.4% | 24,664 | $5.2M |
| Diversified Portfolios, Inc. | 0.43% | Reduce -0.5% | 24,583 | $5.2M |
| Signet Financial Management, LLC | 0.58% | Reduce -4.6% | 24,540 | $5.2M |
| New England Private Wealth Advisors LLC | 0.64% | Add +0.4% | 24,451 | $5.1M |
| Old National Bancorp | 0.09% | Reduce -7.6% | 24,394 | $5.1M |
| Clarius Group, LLC | 0.29% | Add +6.6% | 24,276 | $5.1M |
| Hillcrest Wealth Advisors - NY, LLC | 2.19% | Reduce -4.3% | 24,238 | $5.1M |
| Caprock Group, LLC | 0.11% | Add +28.3% | 24,190 | $5.1M |
| Beacon Investment Advisory Services, Inc. | 0.21% | Add +1036.3% | 24,181 | $5.1M |
| Dorsey & Whitney Trust CO LLC | 0.27% | Add +1.0% | 24,165 | $5.1M |
| Seven Mile Advisory | 0.88% | Reduce -20.4% | 24,056 | $5.1M |
| Castleark Management LLC | 0.15% | New | 24,040 | $5.1M |
| Rhumbline Advisers | 0.00% | Reduce -17.3% | 23,820 | $5.0M |
| Broadview Financial Management, LLC | 3.31% | Reduce -0.4% | 23,500 | $4.9M |
| Cornerstone Advisory, LLC | 0.47% | Add +0.3% | 23,496 | $4.9M |
| Mill Creek Capital Advisors, LLC | 0.10% | Reduce -16.3% | 23,465 | $4.9M |
| TPG Financial Advisors, LLC | 1.64% | Add +1.9% | 23,333 | $4.9M |
| Tanglewood Legacy Advisors, LLC | 1.84% | Reduce -3.6% | 23,320 | $4.9M |
| UMB Bank, n.a. | 0.06% | Add +1.9% | 23,186 | $4.9M |
| Provenance Wealth Advisors, LLC | 0.54% | Reduce -4.3% | 23,077 | $4.9M |
| Clearbridge Investments, LLC | 0.00% | Add +1712.9% | 23,060 | $4.9M |
| Stock Yards Bank & Trust Co. | 0.15% | Add +0.3% | 22,910 | $4.8M |
| Tolleson Wealth Management, Inc. | 0.69% | Reduce -1.8% | 22,851 | $4.8M |
| Winthrop Advisory Group LLC | 0.41% | Add +5.6% | 22,775 | $4.8M |
| M.D. Sass, LLC | 0.38% | New | 22,751 | $4.8M |
| Atlantic Union Bankshares Corp | 0.09% | Reduce -9.2% | 22,743 | $4.8M |
| Millennium Management | 0.00% | Add +863.7% | 22,704 | $4.8M |
| Spire Wealth Management | 0.16% | Add +5.3% | 22,677 | $4.8M |
| Capital World Investors | 0.00% | Add +216.2% | 22,320 | $4.7M |
| Monetary Management Group Inc. | 1.09% | Reduce -5.1% | 22,482 | $4.7M |
| Asset Management Group, Inc. | 0.76% | Add +0.5% | 22,452 | $4.7M |
| Riverview Capital Advisers, LLC | 1.42% | Reduce -4.0% | 22,327 | $4.7M |
| Heck Capital Advisors, LLC | 0.35% | Add +7.6% | 22,199 | $4.7M |
| W Advisors, LLC | 2.35% | Add +11.3% | 22,199 | $4.7M |
| Mutual Advisors, LLC | 0.10% | Add +0.1% | 22,125 | $4.7M |
| Susquehanna International Group, LLP | 0.01% | Reduce -9.5% | 22,028 | $4.6M |
| Vise Technologies, Inc. | 0.09% | Add +214.9% | 21,947 | $4.6M |
| Columbus Macro, LLC | 0.50% | Reduce -5.7% | 21,881 | $4.6M |
| Qube Research & Technologies Ltd | 0.01% | Add +1003.4% | 21,616 | $4.5M |
| Smith, Moore & Co. | 0.34% | Add +1.2% | 21,500 | $4.5M |
| DT Investment Partners, LLC | 0.37% | No change | 21,180 | $4.5M |
| FC Advisory LLC | 1.28% | Reduce -3.7% | 21,120 | $4.4M |
| Townsquare Capital LLC | 0.99% | Add +122.7% | 21,059 | $4.4M |
| Centennial Bank | 1.76% | Reduce -18.0% | 21,043 | $4.4M |
| Capital International Investors | 0.00% | Add +239.8% | 20,859 | $4.4M |
| Glenview Trust Co | 0.07% | Add +3.0% | 20,967 | $4.4M |
| Equitable Trust Co. | 0.20% | No change | 20,933 | $4.4M |
| Fiduciary Wealth Partners, LLC | 1.80% | No change | 20,822 | $4.4M |
| Steel Grove Capital Advisors, LLC | 0.46% | New | 20,795 | $4.4M |
| Premier Path Wealth Partners, LLC | 0.56% | Add +25.7% | 20,682 | $4.4M |
| Merit Financial Group, LLC | 0.03% | Add +20.3% | 20,382 | $4.3M |
| Stage Harbor Financial, LLC | 2.87% | Add +0.9% | 20,249 | $4.3M |
| Legal & General Group Plc | 0.00% | Reduce -22.1% | 20,121 | $4.3M |
| Perigon Wealth Management, LLC | 0.08% | Reduce -8.3% | 20,195 | $4.2M |
| Highland Capital Management, LLC | 0.21% | Reduce -6.0% | 19,923 | $4.2M |
| Holistic Financial Partners | 1.52% | Reduce -0.9% | 19,922 | $4.2M |
| 1900 Wealth Management LLC | 0.27% | Reduce -0.1% | 19,730 | $4.2M |
| Acropolis Investment Management, LLC | 0.19% | No change | 19,692 | $4.1M |
| Harbor Investment Advisory, LLC | 0.31% | Add +0.7% | 19,654 | $4.1M |
| Serenus Wealth Advisors, LLC | 0.80% | No change | 19,537 | $4.1M |
| Summit Wealth Group LLC / Co. | 0.54% | New | 19,534 | $4.1M |
| Lanark Financial, Inc. | 0.31% | Add +6.9% | 19,516 | $4.1M |
| Focus Partners Advisor Solutions, LLC | 0.05% | Reduce -24.9% | 19,470 | $4.1M |
| Stillwater Capital Advisors, LLC | 0.44% | Reduce -2.9% | 19,373 | $4.1M |
| 2UniFi Bank | 1.93% | Reduce -0.6% | 19,350 | $4.1M |
| World Investment Advisors | 0.07% | Add +107.0% | 19,282 | $4.1M |
| Wellington Management Group LLP | 0.00% | New | 19,268 | $4.1M |
| Procyon Advisors, LLC | 0.20% | Add +21.6% | 19,112 | $4.0M |
| McKinley Carter Wealth Services, Inc. | 0.22% | Reduce -3.7% | 18,980 | $4.0M |
| Icon Wealth Advisors, LLC | 0.27% | Add +8.7% | 18,952 | $4.0M |
| Dixon Fnancial Services, Inc. | 1.77% | No change | 18,930 | $4.0M |
| Fiduciary Financial Group, LLC | 0.56% | Reduce -1.2% | 18,917 | $4.0M |
| Prosperity Consulting Group, LLC | 0.18% | Add +84.4% | 18,836 | $4.0M |
| Carret Asset Management, LLC | 0.37% | Reduce -0.2% | 18,779 | $3.9M |
| Wealthspan Partners, LLC | 1.44% | Reduce -3.1% | 18,775 | $3.9M |
| Tocqueville Asset Management L.P. | 0.06% | Add +387.6% | 18,701 | $3.9M |
| Golden State Wealth Management, LLC | 0.42% | Reduce -13.1% | 18,688 | $3.9M |
| Foundation Wealth Management, LLC\PA | 1.43% | Reduce -0.7% | 18,685 | $3.9M |
| Argyle Capital Partners, LLC | 2.85% | Reduce -3.9% | 18,555 | $3.9M |
| Sage Financial Group Inc. | 0.26% | Reduce -0.7% | 18,534 | $3.9M |
| Raffa Wealth Management, LLC | 0.60% | No change | 18,395 | $3.9M |
| St. Louis Trust Co | 0.44% | No change | 18,368 | $3.9M |
| Beam Wealth Advisors, Inc. | 1.05% | Add +2.3% | 18,258 | $3.8M |
| Busey Bank | 0.10% | Reduce -0.5% | 18,213 | $3.8M |
| One Capital Management, LLC | 0.11% | Add +6.3% | 17,981 | $3.8M |
| Aaron Wealth Advisors LLC | 0.21% | No change | 17,929 | $3.8M |
| TRUE Private Wealth Advisors | 0.38% | Reduce -1.7% | 17,921 | $3.8M |
| Essex Financial Services, Inc. | 0.21% | Reduce -0.2% | 17,809 | $3.7M |
| Goodman Financial Corp | 0.71% | No change | 17,805 | $3.7M |
| Pinebridge Investments LLC | 0.03% | — | 17,794 | $3.7M |
| Seizert Capital Partners, LLC | 0.16% | New | 17,577 | $3.7M |
| National Philanthropic Trust | 0.04% | Add +193.3% | 17,376 | $3.7M |
| Tobias Financial Advisors, Inc. | 0.51% | Reduce -1.4% | 17,147 | $3.6M |
| Resurgent Financial Advisors LLC | 1.81% | Reduce -6.0% | 17,112 | $3.6M |
| Caliber Wealth Management, LLC / KS | 0.38% | Add +4.0% | 16,986 | $3.6M |
| Flagstar Securities, Inc. | 1.19% | Reduce -20.1% | 16,887 | $3.6M |
| Apollon Wealth Management, LLC | 0.06% | Add +21.1% | 16,645 | $3.5M |
| GAMMA Investing LLC | 0.17% | Add +6.4% | 16,553 | $3.5M |
| Cambria Investment Management, L.P. | 0.20% | New | 16,536 | $3.5M |
| Grove Bank & Trust | 0.39% | Add +1.4% | 16,421 | $3.5M |
| Thompson Siegel & Walmsley LLC | 0.06% | No change | 16,382 | $3.4M |
| Affinity Capital Advisors, LLC | 0.48% | Reduce -1.2% | 16,376 | $3.4M |
| Avior Wealth Management, LLC | 0.11% | Reduce -0.9% | 16,325 | $3.4M |
| Opes Wealth Management LLC | 0.58% | Add +0.1% | 16,324 | $3.4M |
| Integrity Alliance, Llc. | 0.13% | Add +1517.9% | 16,292 | $3.4M |
| Cary Street Partners Financial LLC | 0.08% | Add +2.0% | 16,271 | $3.4M |
| Simplicity Wealth,LLC | 0.20% | Reduce -14.6% | 15,990 | $3.4M |
| Twin Focus Capital Partners, LLC | 0.39% | No change | 15,943 | $3.4M |
| Azimuth Capital Investment Management LLC | 0.12% | Reduce -3.0% | 15,913 | $3.3M |
| Ancora Advisors LLC | 0.07% | Add +1.2% | 15,872 | $3.3M |
| Verdence Capital Advisors LLC | 0.20% | Add +11.9% | 15,856 | $3.3M |
| Magnus Financial Group LLC | 0.25% | Reduce -8.9% | 15,801 | $3.3M |
| Game Plan Financial Advisors, LLC | 1.45% | Add +1.0% | 15,780 | $3.3M |
| Western Wealth Management, LLC | 0.15% | Add +1.0% | 15,769 | $3.3M |
| Axxcess Wealth Management, LLC | 0.06% | Add +18.7% | 15,651 | $3.3M |
| Topel & Distasi Wealth Management, LLC | 1.60% | Add +0.6% | 15,609 | $3.3M |
| Logan Capital Management Inc. | 0.14% | Add +285.4% | 15,418 | $3.2M |
| Colorado Capital Management, Inc. | 1.21% | Reduce -0.3% | 15,355 | $3.2M |
| Allen Investment Management, LLC | 0.04% | No change | 15,188 | $3.2M |
| New Age Alpha Advisors, LLC | 0.14% | Add +50.4% | 15,178 | $3.2M |
| Quadcap Wealth Management, LLC | 0.37% | Reduce -2.7% | 15,178 | $3.2M |
| Pathway Financial Advisors LLC | 0.40% | No change | 14,660 | $3.2M |
| Mainstream Capital Management LLC | 2.07% | Reduce -9.6% | 15,000 | $3.2M |
| BG Investment Services, LLC | 2.80% | Reduce -2.4% | 14,952 | $3.1M |
| Invested Advisors | 3.25% | Add +50.6% | 14,934 | $3.1M |
| NTV Asset Management LLC | 0.33% | Reduce -3.7% | 14,911 | $3.1M |
| WCG Wealth Advisors LLC | 0.09% | Add +18.9% | 14,894 | $3.1M |
| Destiny Wealth Partners, LLC | 0.36% | No change | 14,293 | $3.1M |
| AE Wealth Management LLC | 0.02% | Add +31.0% | 14,837 | $3.1M |
| Fisher Asset Management | 0.00% | Add +17.0% | 14,717 | $3.1M |
| Dana Investment Advisors, Inc. | 0.09% | Reduce -10.8% | 14,640 | $3.1M |
| Boston Trust Walden Corp | 0.02% | No change | 14,638 | $3.1M |
| Accredited Investors Inc. | 0.16% | Add +0.0% | 14,490 | $3.0M |
| Clientfirst Wealth Management, LLC | 2.45% | No change | 14,479 | $3.0M |
| Castle Wealth Management LLC | 1.00% | Reduce -1.0% | 14,414 | $3.0M |
| EPG Wealth Management LLC | 0.82% | Add +0.1% | 14,412 | $3.0M |
| Joel Isaacson & Co., LLC | 0.10% | Add +2.1% | 14,402 | $3.0M |
| Ironsides Asset Advisors, LLC | 0.77% | Reduce -0.5% | 14,365 | $3.0M |
| RFG Advisory, LLC | 0.06% | Reduce -38.2% | 14,324 | $3.0M |
| Saxon Interests, Inc. | 1.06% | Add +24.1% | 14,308 | $3.0M |
| SOA Wealth Advisors, LLC. | 0.50% | Reduce -3.7% | 14,306 | $3.0M |
| Autumn Glory Partners, LLC | 1.05% | No change | 14,259 | $3.0M |
| Evanson Asset Management, LLC | 0.16% | Reduce -0.7% | 14,233 | $3.0M |
| Pullen Investment Management, LLC | 1.57% | New | 14,161 | $3.0M |
| Evermay Wealth Management LLC | 0.33% | Reduce -0.7% | 14,113 | $3.0M |
| Arvest Investments, Inc. | 0.42% | Add +9.1% | 14,104 | $3.0M |
| Q3 Asset Management | 0.68% | Add +27.0% | 14,071 | $3.0M |
| Summit Trail Advisors, LLC | 0.05% | Reduce -5.2% | 14,034 | $3.0M |
| Flputnam Investment Management Co. | 0.04% | Reduce -2.0% | 13,988 | $2.9M |
| Gilliland Jeter Wealth Management LLC | 0.89% | Add +1.0% | 13,982 | $2.9M |
| Becker Capital Management Inc. | 0.08% | Reduce -7.4% | 13,954 | $2.9M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.05% | Add +107.1% | 13,946 | $2.9M |
| Sig Brokerage, LP | 0.98% | No change | 13,889 | $2.9M |
| Sapient Capital LLC | 0.04% | Add +38.0% | 13,708 | $2.9M |
| Courier Capital LLC | 0.16% | Reduce -0.5% | 13,749 | $2.9M |
| Ascent Wealth Partners, LLC | 0.33% | Reduce -3.1% | 13,733 | $2.9M |
| Schaper Benz & Wise Investment Counsel Inc. | 0.21% | Reduce -1.9% | 13,705 | $2.9M |
| Cornerstone Wealth Advisors, Inc. | 0.67% | Reduce -2.5% | 13,669 | $2.9M |
| Focus Financial Network, Inc. | 0.10% | Add +6.0% | 13,651 | $2.9M |
| Janney Capital Management LLC | 0.18% | Add +161.7% | 13,609 | $2.9M |
| Mosaic Family Wealth Partners, LLC | 0.31% | Add +0.0% | 13,579 | $2.9M |
| Deutsche Bank AG | 0.00% | Add +26.6% | 13,553 | $2.9M |
| Flow Traders U.S. LLC | 0.09% | New | 13,471 | $2.8M |
| STAR Financial Bank | 1.45% | Reduce -1.4% | 13,465 | $2.8M |
| Rinkey Investments | 0.72% | Reduce -8.4% | 13,422 | $2.8M |
| Cahaba Wealth Management, Inc. | 0.20% | Reduce -1.4% | 13,407 | $2.8M |
| Summa Corp. | 1.21% | No change | 13,379 | $2.8M |
| Flywheel Private Wealth LLC | 1.76% | Reduce -5.7% | 13,375 | $2.8M |
| Pure Financial Advisors, LLC | 0.04% | Reduce -3.8% | 13,368 | $2.8M |
| Dentgroup LLC | 1.92% | Add +5.0% | 13,321 | $2.8M |
| Argent Trust Co | 0.10% | Reduce -0.2% | 13,228 | $2.8M |
| Precedent Wealth Partners, LLC | 0.58% | Add +0.1% | 13,149 | $2.8M |
| Victory Capital Management Inc. | 0.00% | Reduce -11.6% | 13,098 | $2.8M |
| GTS Securities LLC | 0.09% | Reduce -42.6% | 13,083 | $2.8M |
| Strategic Wealth Advisors LLC | 2.35% | — | 13,076 | $2.8M |
| Donald Smith & Co., Inc. | 0.05% | Reduce -20.3% | 13,000 | $2.7M |
| Peapack Gladstone Financial Corp. | 0.03% | Add +7.7% | 12,985 | $2.7M |
| Chemung Canal Trust Co. | 0.54% | Add +46.9% | 12,867 | $2.7M |
| Kanawha Capital Management LLC | 0.19% | Reduce -2.5% | 12,814 | $2.7M |
| Central Valley Advisors, LLC | 0.81% | Reduce -0.8% | 12,811 | $2.7M |
| GFS Advisors, LLC | 0.32% | No change | 12,792 | $2.7M |
| SB Capital Management Inc | 0.98% | — | 12,764 | $2.7M |
| Allstreet Capital Advisors LLC | 1.94% | — | 12,747 | $2.7M |
| Quantum Portfolio Management LLC | 1.18% | Reduce -62.0% | 12,742 | $2.7M |
| Grant Street Asset Management, Inc. | 0.54% | Reduce -0.3% | 12,711 | $2.7M |
| Argos Wealth Advisors, LLC | 0.72% | — | 12,711 | $2.7M |
| Eagle Strategies LLC | 0.34% | Add +11.7% | 12,616 | $2.7M |
| Osborne Partners Capital Management, LLC | 0.14% | Add +6.0% | 12,608 | $2.7M |
| Secure Asset Management, LLC | 0.41% | Add +6.5% | 12,525 | $2.6M |
| Montis Financial, LLC | 0.52% | Reduce -7.8% | 12,515 | $2.6M |
| Allegheny Financial Group | 0.39% | Add +2.1% | 12,462 | $2.6M |
| Granite Harbor Advisors, Inc. | 1.10% | Add +1.1% | 12,407 | $2.6M |
| BigSur Wealth Management LLC | 0.63% | No change | 12,395 | $2.6M |
| Cyndeo Wealth Partners, LLC | 0.14% | Add +26.6% | 12,375 | $2.6M |
| Fortress Financial Group, LLC | 1.91% | Add +0.3% | 12,310 | $2.6M |
| Johnson Financial Group, LLC | 0.16% | New | 12,276 | $2.6M |
| Atlas Brown,Inc. | 0.76% | Add +0.1% | 12,135 | $2.6M |
| Nicolet Bankshares Inc. | 0.41% | Reduce -0.8% | 12,122 | $2.5M |
| Dynamic Financial Group | 2.15% | Reduce -4.5% | 11,960 | $2.5M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.06% | Add +0.1% | 11,804 | $2.5M |
| Dynamic Advisor Solutions LLC | 0.08% | Reduce -12.8% | 11,802 | $2.5M |
| Private Trust Co. NA | 0.22% | Reduce -1.1% | 11,735 | $2.5M |
| Nolet Wealth Management, LLC | 1.37% | — | 11,725 | $2.5M |
| Mgo One Seven LLC | 0.05% | Reduce -13.4% | 11,713 | $2.5M |
| Zions Bancorporation, National Association | 0.11% | Reduce -0.5% | 11,701 | $2.5M |
| IFC Advisors LLC | 0.36% | Add +28.6% | 11,581 | $2.4M |
| IFP Advisors, Inc | 0.05% | Add +2.0% | 11,558 | $2.4M |
| Baron Financial Group, LLC | 1.29% | Reduce -1.3% | 11,456 | $2.4M |
| Oarsman Capital, Inc. | 0.31% | Reduce -3.3% | 11,333 | $2.4M |
| Forum Financial Management, LP | 0.03% | Reduce -0.9% | 11,299 | $2.4M |
| SilverOak Wealth Management LLC | 0.37% | Add +0.5% | 11,295 | $2.4M |
| Advocacy Wealth Management, LLC | 0.10% | No change | 11,180 | $2.4M |
| Fiduciary Family Office, LLC | 0.67% | Reduce -22.2% | 11,137 | $2.3M |
| Insigneo Advisory Services, LLC | 0.17% | Add +18.6% | 11,129 | $2.3M |
| Intrepid Financial Planning Group LLC | 0.88% | Reduce -1.4% | 11,043 | $2.3M |
| Wedbush Securities Inc. | 0.07% | Add +2.8% | 11,032 | $2.3M |
| GAMCO Investors | 0.02% | No change | 11,000 | $2.3M |
| Founders Financial Alliance, LLC | 0.44% | Reduce -6.5% | 10,994 | $2.3M |
| HMS Capital Management, LLC | 0.96% | Add +2.0% | 10,992 | $2.3M |
| CGN Advisors LLC | 0.18% | Reduce -0.8% | 10,936 | $2.3M |
| Wealth Dimensions Group, Ltd. | 0.45% | Reduce -0.7% | 10,883 | $2.3M |
| Asempa Wealth Advisors | 1.97% | — | 10,881 | $2.3M |
| Canandaigua National Bank & Trust Co. | 0.20% | Reduce -2.6% | 10,822 | $2.3M |
| Monograph Wealth Advisors, LLC | 0.22% | No change | 10,618 | $2.2M |
| Evercore Wealth Management, LLC | 0.03% | Reduce -7.8% | 10,616 | $2.2M |
| Spirepoint Private Client, LLC | 0.21% | Add +578.7% | 10,595 | $2.2M |
| Evoke Wealth, LLC | 0.04% | Add +20.9% | 10,567 | $2.2M |
| CJM Wealth Advisers, Ltd. | 0.66% | Reduce -0.5% | 10,548 | $2.2M |
| FAS Wealth Partners, Inc. | 0.14% | Add +0.1% | 10,503 | $2.2M |
| Clarion Wealth Managment Partners, LLC | 2.04% | Reduce -8.0% | 10,496 | $2.2M |
| ICONIQ Capital, LLC | 0.03% | No change | 10,489 | $2.2M |
| Index Technologies Group LLC | 2.30% | — | 10,477 | $2.2M |
| One Wealth Advisors, LLC | 0.27% | Add +66.8% | 10,467 | $2.2M |
| Manchester Capital Management LLC | 0.30% | Reduce -4.0% | 10,455 | $2.2M |
| Epoch Investment Partners, Inc. | 0.01% | New | 10,432 | $2.2M |
| Beacon Advisors Holdings, LLC | 1.15% | — | 10,399 | $2.2M |
| NovaPoint Capital, LLC | 0.56% | Add +439.1% | 10,393 | $2.2M |
| WestHill Financial Advisors, Inc. | 0.41% | Reduce -0.1% | 10,256 | $2.2M |
| Affiance Financial, LLC | 0.35% | No change | 10,247 | $2.2M |
| Florida Trust Wealth Management Co | 0.06% | No change | 10,222 | $2.2M |
| jvl associates llc | 0.70% | No change | 10,211 | $2.1M |
| Brookstone Capital Management | 0.02% | Reduce -3.4% | 10,165 | $2.1M |
| Regal Investment Advisors LLC | 0.13% | Add +47.5% | 10,162 | $2.1M |
| BBR Partners, LLC | 0.11% | No change | 10,159 | $2.1M |
| QRG Capital Management, Inc. | 0.02% | Add +166.6% | 10,120 | $2.1M |
| EverSource Wealth Advisors, LLC | 0.08% | Add +53.4% | 10,097 | $2.1M |
| Mattern Capital Management, LLC | 0.25% | No change | 10,013 | $2.1M |
| Two Sigma Investments, LP | 0.00% | New | 10,005 | $2.1M |
| Summit Financial Strategies, Inc. | 0.17% | Add +2.8% | 9,975 | $2.1M |
| Element Pointe Advisors, LLC | 0.41% | Reduce -1.0% | 9,970 | $2.1M |
| Fifth Third Securities, Inc. | 0.14% | Add +16.6% | 9,965 | $2.1M |
| Walled Lake Planning & Wealth Management, LLC | 0.66% | Reduce -0.9% | 9,929 | $2.1M |
| Avantax Planning Partners, Inc. | 0.06% | Reduce -0.2% | 9,925 | $2.1M |
| Bond & Devick Financial Network, Inc. | 0.59% | Reduce -3.5% | 9,910 | $2.1M |
| Northeast Investment Management | 0.08% | Add +11.3% | 9,850 | $2.1M |
| Park Place Capital Corp | 0.43% | Add +40.0% | 9,836 | $2.1M |
| InvesTrust | 0.80% | Add +1.2% | 9,821 | $2.1M |
| Lee Danner & Bass Inc. | 0.15% | Reduce -2.0% | 9,799 | $2.1M |
| Tactive Advisors, LLC | 0.60% | Reduce -14.3% | 9,799 | $2.1M |
| J2 Capital Management Inc | 1.50% | Reduce -28.0% | 9,776 | $2.1M |
| Insight Inv LLC | 1.15% | Reduce -0.0% | 9,767 | $2.1M |
| Glass Jacobson Investment Advisors llc | 0.74% | Add +0.0% | 9,764 | $2.1M |
| Foster Dykema Cabot & Partners, LLC | 0.13% | Reduce -17.9% | 9,753 | $2.1M |
| Advisory Resource Group | 0.36% | Reduce -4.4% | 9,744 | $2.0M |
| McGlone Suttner Wealth Management, Inc. | 0.28% | New | 9,740 | $2.0M |
| Indivisible Partners | 0.22% | — | 9,711 | $2.0M |
| Steph & Co. | 0.58% | Add +1.6% | 9,623 | $2.0M |
| Verus Financial Partners, Inc. | 0.19% | Reduce -14.3% | 9,201 | $2.0M |
| Sax Wealth Advisors, LLC | 0.09% | Add +0.5% | 9,571 | $2.0M |
| Quotient Wealth Partners, LLC | 0.05% | Reduce -0.2% | 9,558 | $2.0M |
| Vista Capital Partners, Inc. | 0.20% | Add +20.8% | 9,479 | $2.0M |
| Rf&l Wealth Management, LLC | 1.11% | Add +2.5% | 9,409 | $2.0M |
| Phillips Financial Management, LLC | 0.13% | Reduce -0.8% | 9,335 | $2.0M |
| Clearwave Capital, LLC | 1.44% | — | 9,282 | $2.0M |
| Geneos Wealth Management Inc. | 0.05% | Add +0.3% | 9,264 | $1.9M |
| True North Advisors, LLC | 0.25% | Add +3.5% | 9,192 | $1.9M |
| Stableford Capital II LLC | 0.70% | Add +51.9% | 9,186 | $1.9M |
| Titleist Asset Management, LLC | 0.16% | Add +96.4% | 9,131 | $1.9M |
| Anchyra Partners LLC | 0.59% | — | 9,086 | $1.9M |
| Benedict Financial Advisors Inc. | 0.40% | Add +0.4% | 9,064 | $1.9M |
| Kingswood Wealth Advisors, LLC | 0.09% | Add +187.3% | 9,063 | $1.9M |
| Maryland Capital Advisors Inc. | 0.64% | No change | 8,964 | $1.9M |
| Next Level Private LLC | 0.49% | Add +0.1% | 8,960 | $1.9M |
| Burling Wealth Partners, LLC | 0.29% | No change | 8,833 | $1.9M |
| Atalanta Sosnoff Capital, LLC | 0.04% | Reduce -2.2% | 8,825 | $1.9M |
| Centerpoint Advisory Group | 1.42% | Reduce -0.7% | 8,778 | $1.8M |
| Vigil Wealth Management, LLC | 1.53% | — | 8,752 | $1.8M |
| U.S. Capital Wealth Advisors, LLC | 0.05% | Reduce -0.8% | 8,739 | $1.8M |
| Mycio Wealth Partners, LLC | 0.38% | No change | 8,715 | $1.8M |
| Bartlett & Co. Wealth Management LLC | 0.02% | Reduce -3.6% | 8,631 | $1.8M |
| Earned Wealth Advisors, LLC | 0.13% | Add +22.4% | 8,624 | $1.8M |
| American Trust | 0.15% | Reduce -14.2% | 8,619 | $1.8M |
| Prosperity Planning, Inc. | 0.67% | Reduce -3.6% | 8,597 | $1.8M |
| Keystone Wealth Services, LLC | 0.38% | Add +3.7% | 8,573 | $1.8M |
| Indiana Trust & Investment Management Co | 0.53% | Reduce -0.2% | 8,559 | $1.8M |
| Ameritas Advisory Services, LLC | 0.07% | Reduce -74.7% | 8,543 | $1.8M |
| Argent Capital Management LLC | 0.05% | New | 8,485 | $1.8M |
| Calamos Wealth Management LLC | 0.06% | Add +1.6% | 8,476 | $1.8M |
| Breachway Investments LLC | 1.88% | — | 8,474 | $1.8M |
| Gryphon Financial Partners LLC | 0.19% | Add +1.0% | 8,466 | $1.8M |
| Luts & Greenleigh Group, Inc. | 1.50% | Add +0.4% | 8,422 | $1.8M |
| McAdam, LLC | 0.08% | Add +2.7% | 8,421 | $1.8M |
| GenWealth Group, Inc. | 0.30% | Reduce -2.7% | 8,168 | $1.8M |
| AlphaCentric Advisors LLC | 1.76% | — | 8,407 | $1.8M |
| Mount Lucas Management LP | 0.78% | New | 8,407 | $1.8M |
| Intrust Bank NA | 0.15% | No change | 8,399 | $1.8M |
| Nations Financial Group Inc, /Ia/ | 0.09% | Add +1.4% | 8,381 | $1.8M |
| Myecfo, LLC | 0.74% | Reduce -1.9% | 8,315 | $1.7M |
| RKL Wealth Management LLC | 0.14% | No change | 8,270 | $1.7M |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.02% | No change | 7,920 | $1.7M |
| Hansen & Associates Financial Group, Inc. | 0.95% | Reduce -2.1% | 7,718 | $1.7M |
| Turtle Creek Wealth Advisors, LLC | 0.14% | Add +34.7% | 8,195 | $1.7M |
| Eldridge Investment Advisors, Inc. | 0.38% | No change | 8,179 | $1.7M |
| Moran Wealth Management, LLC | 0.05% | Reduce -87.5% | 8,163 | $1.7M |
| Barrett & Company, Inc. | 0.57% | Reduce -0.5% | 8,065 | $1.7M |
| Fiduciary Trust Co | 0.02% | Reduce -1.8% | 8,052 | $1.7M |
| Alamar Capital Management, LLC | 0.93% | Reduce -0.9% | 8,029 | $1.7M |
| Clifford Group, LLC | 1.30% | Reduce -0.3% | 8,011 | $1.7M |
| Sound View Wealth Advisors Group, LLC | 0.11% | Reduce -0.9% | 7,993 | $1.7M |
| David Kennon Inc | 0.60% | Add +4.4% | 7,984 | $1.7M |
| Hamlin Capital Management, LLC | 0.04% | New | 7,975 | $1.7M |
| Bannerman Wealth Management Group, LLC | 1.19% | Reduce -0.3% | 7,972 | $1.7M |
| Lantz Financial LLC | 0.35% | New | 7,959 | $1.7M |
| First Manhattan Co. Llc. | 0.00% | Add +0.9% | 7,954 | $1.7M |
| Lord, Abbett & Co. LLC | 0.01% | New | 7,919 | $1.7M |
| Anchor Investment Management, LLC | 0.14% | Add +2.0% | 7,901 | $1.7M |
| Cooke Wealth Management, LLC | 1.44% | — | 7,569 | $1.7M |
| Litman Gregory Wealth Management LLC | 0.12% | Add +8.1% | 7,853 | $1.7M |
| Great Waters Wealth Management | 0.18% | Reduce -1.1% | 7,850 | $1.7M |
| ORG Partners LLC | 0.29% | Add +45.4% | 7,835 | $1.6M |
| Nabity-Jensen Investment Management Inc | 1.11% | No change | 7,818 | $1.6M |
| Baron Silver Stevens Financial Advisors, LLC | 0.24% | No change | 7,810 | $1.6M |
| Jordan Park Group LLC | 0.10% | No change | 7,799 | $1.6M |
| Beacon Financial Group | 0.16% | No change | 7,798 | $1.6M |
| Bensler, LLC | 0.16% | Add +0.0% | 7,779 | $1.6M |
| Oak Barrel Wealth Advisory LLC | 0.97% | — | 7,752 | $1.6M |
| Strategic Blueprint, LLC | 0.10% | Reduce -9.7% | 7,719 | $1.6M |
| Diversify Wealth Management, LLC | 0.08% | Add +11.8% | 7,455 | $1.6M |
| Cooper Financial Group | 0.17% | Reduce -0.9% | 7,702 | $1.6M |
| Mma Asset Management LLC | 0.57% | No change | 7,665 | $1.6M |
| Key Financial Inc | 0.29% | Reduce -0.7% | 7,662 | $1.6M |
| Laird Norton Wetherby Trust Company, LLC | 0.03% | New | 7,613 | $1.6M |
| Asset Dedication, LLC | 0.11% | Add +0.1% | 7,612 | $1.6M |
| IFG Advisory, LLC | 0.07% | Reduce -6.0% | 7,611 | $1.6M |
| Paragon Financial Partners, Inc. | 0.98% | Reduce -1.6% | 7,609 | $1.6M |
| First Western Trust Bank | 0.08% | Reduce -0.0% | 7,596 | $1.6M |
| Providence First Trust Co | 0.55% | Add +479.6% | 7,575 | $1.6M |
| Intrua Financial, LLC | 0.17% | Add +25.4% | 7,562 | $1.6M |
| Cambridge Financial Group, LLC | 0.55% | Reduce -4.8% | 8,168 | $1.6M |
| Two Sigma Securities, LLC | 0.22% | Reduce -9.4% | 7,528 | $1.6M |
| Mayport, LLC | 0.32% | No change | 7,500 | $1.6M |
| Edgestream Partners, L.P. | 0.04% | New | 7,498 | $1.6M |
| Capital Asset Advisory Services LLC | 0.06% | Add +1.8% | 7,238 | $1.6M |
| Cardiff Park Advisors, LLC | 0.13% | Add +0.6% | 7,433 | $1.6M |
| Maxele Advisors, LLC | 1.27% | Reduce -0.7% | 7,429 | $1.6M |
| Enclave Advisors LLC | 0.22% | Reduce -2.6% | 7,427 | $1.6M |
| Bruce G. Allen Investments, LLC | 1.05% | Add +1.3% | 7,371 | $1.6M |
| Personal Cfo Solutions, LLC | 0.24% | New | 7,317 | $1.5M |
| Pinnacle Associates Ltd. | 0.02% | Reduce -0.5% | 7,315 | $1.5M |
| Perennial Investment Advisors, LLC | 0.12% | Add +10.4% | 7,316 | $1.5M |
| Sage Mountain Advisors LLC | 0.08% | No change | 7,295 | $1.5M |
| Cambridge Capital Management, LLC | 0.69% | Add +0.1% | 7,293 | $1.5M |
| Freestone Capital Holdings, LLC | 0.05% | Reduce -10.5% | 7,270 | $1.5M |
| Legacy Advisors, LLC | 0.16% | Reduce -8.9% | 7,257 | $1.5M |
| SouthState Bank Corp | 0.07% | Reduce -30.3% | 7,211 | $1.5M |
| Tannin Capital LLC | 1.35% | — | 7,198 | $1.5M |
| Welch & Forbes LLC | 0.02% | No change | 7,145 | $1.5M |
| Greenleaf Trust | 0.01% | No change | 7,113 | $1.5M |
| Opus Capital Group, LLC | 0.16% | Reduce -0.2% | 7,092 | $1.5M |
| DAVENPORT & Co LLC | 0.01% | Add +37.5% | 7,076 | $1.5M |
| Twin Peaks Wealth Advisors, LLC | 0.43% | Reduce -24.4% | 6,592 | $1.5M |
| B. Riley Wealth Advisors, Inc. | 0.07% | Add +0.3% | 6,984 | $1.5M |
| Natixis | 0.01% | Add +10.7% | 6,973 | $1.5M |
| Global Wealth Management, LLC | 0.79% | No change | 6,964 | $1.5M |
| Greenspring Advisors, LLC | 0.09% | Add +240.3% | 6,942 | $1.5M |
| Angeles Wealth Management, LLC | 0.08% | Add +5.6% | 6,932 | $1.5M |
| Almanack Investment Partners, LLC. | 0.25% | No change | 6,918 | $1.5M |
| Wick Capital Partners, LLC | 0.26% | Reduce -6.1% | 6,906 | $1.5M |
| West Michigan Advisors, LLC | 0.33% | Add +0.0% | 6,906 | $1.5M |
| Colonial Trust Co / SC | 0.19% | Reduce -0.7% | 6,895 | $1.5M |
| Larson Financial Group LLC | 0.05% | Reduce -2.0% | 6,866 | $1.4M |
| Texas Capital Bank Wealth Management Services Inc | 0.08% | Add +182.1% | 6,830 | $1.4M |
| Market Street Wealth Management Advisors LLC | 0.22% | Reduce -2.4% | 6,824 | $1.4M |
| Aureum Wealth Management, LLC | 1.33% | — | 6,817 | $1.4M |
| BHK Investment Advisors, LLC | 0.47% | Add +7.1% | 6,803 | $1.4M |
| Global Strategic Investment Solutions, LLC | 0.14% | Add +0.1% | 6,795 | $1.4M |
| First National Trust Co | 0.05% | Add +24.9% | 6,778 | $1.4M |
| American Financial Advisors, LLC | 0.18% | Reduce -3.1% | 6,776 | $1.4M |
| Garde Capital, Inc. | 0.08% | No change | 6,771 | $1.4M |
| First Hawaiian Bank | 0.19% | No change | 6,771 | $1.4M |
| Ethos Financial Group, LLC | 0.10% | Reduce -5.9% | 6,736 | $1.4M |
| LWM Advisory Services, LLC | 0.83% | Add +15.0% | 6,717 | $1.4M |
| Frederick Financial Consultants, LLC | 0.77% | Add +0.0% | 6,716 | $1.4M |
| Horizon Wealth Management, LLC | 0.22% | Reduce -10.5% | 6,671 | $1.4M |
| Guardian Wealth Advisors, LLC / NC | 0.09% | Reduce -8.5% | 6,666 | $1.4M |
| Northstar Group, Inc. | 0.20% | Add +3.8% | 6,629 | $1.4M |
| Bradley Foster & Sargent Inc. | 0.02% | Reduce -7.5% | 6,627 | $1.4M |
| Krilogy Financial LLC | 0.05% | Reduce -1.3% | 6,347 | $1.4M |
| Forvis Mazars Wealth Advisors, LLC | 0.03% | Add +5.9% | 6,603 | $1.4M |
| Exencial Wealth Advisors, LLC | 0.04% | Add +5.0% | 6,579 | $1.4M |
| High Probability Advisors, LLC | 0.18% | No change | 6,564 | $1.4M |
| Wealth Alliance, LLC | 0.13% | Reduce -10.0% | 6,542 | $1.4M |
| Dakota Wealth Management | 0.02% | Add +35.5% | 6,511 | $1.4M |
| International Assets Investment Management, LLC | 0.09% | Reduce -1.5% | 6,501 | $1.4M |
| VeraBank, N.A. | 0.25% | No change | 6,485 | $1.4M |
| Canvas Wealth Advisors, LLC | 0.23% | Add +13.6% | 6,480 | $1.4M |
| Advisors Capital Management, LLC | 0.02% | Add +15.7% | 6,474 | $1.4M |
| Verum Partners LLC | 0.27% | Reduce -3.7% | 6,469 | $1.4M |
| Bailard, Inc. | 0.03% | No change | 6,468 | $1.4M |
| Whitegate Investment Counselors, Inc. | 0.42% | Reduce -1.5% | 6,380 | $1.3M |
| Cascade Wealth Advisors, Inc | 0.62% | No change | 6,117 | $1.3M |
| Elevation Point Wealth Partners, LLC | 0.06% | Reduce -23.1% | 6,365 | $1.3M |
| Capital Investment Advisors, LLC | 0.02% | Add +4.7% | 6,355 | $1.3M |
| Hourglass Capital, LLC | 0.29% | Add +493.0% | 6,339 | $1.3M |
| AlphaCore Capital LLC | 0.03% | Add +0.6% | 6,324 | $1.3M |
| Wetzel Investment Advisors, Inc. | 0.54% | Reduce -0.8% | 6,322 | $1.3M |
| United Advisor Group, LLC | 0.17% | New | 6,307 | $1.3M |
| Matrix Asset Advisors Inc. | 0.12% | Add +0.5% | 6,305 | $1.3M |
| Main Street Financial Solutions, LLC | 0.10% | Reduce -0.2% | 6,265 | $1.3M |
| Harbour Investments, Inc. | 0.03% | Add +8.5% | 6,252 | $1.3M |
| Amplius Wealth Advisors, LLC | 0.11% | Add +4.4% | 6,250 | $1.3M |
| CreativeOne Wealth, LLC | 0.03% | Add +20.9% | 6,208 | $1.3M |
| Certified Advisory Corp | 0.12% | Reduce -1.6% | 6,207 | $1.3M |
| Elequin Capital, LP | 0.20% | Add +63.0% | 6,204 | $1.3M |
| MLG Wealth Management DBA Pine Grove Financial Group | 0.16% | — | 6,175 | $1.3M |
| Nicolet Advisory Services, LLC | 0.09% | Reduce -16.9% | 5,961 | $1.3M |
| Apollon Financial, LLC | 0.19% | Add +3.8% | 6,170 | $1.3M |
| Texas Bank & Trust Co | 0.47% | No change | 6,168 | $1.3M |
| LRI Investments, LLC | 0.10% | Add +80.0% | 6,167 | $1.3M |
| Crusonia Wealth Advisors LLC | 0.29% | — | 6,162 | $1.3M |
| Belpointe Asset Management LLC | 0.05% | Add +18.1% | 6,145 | $1.3M |
| Connecticut Wealth Management, LLC | 0.06% | Add +0.1% | 6,121 | $1.3M |
| Miller Howard Investments Inc. | 0.04% | New | 6,101 | $1.3M |
| Curi Capital, LLC | 0.02% | Add +50.0% | 6,095 | $1.3M |
| Seneca Financial Advisors LLC | 0.39% | Reduce -8.8% | 6,057 | $1.3M |
| Investment Advisory Group, LLC | 0.33% | Add +9.6% | 6,049 | $1.3M |
| Coastline Trust Co | 0.12% | Reduce -6.2% | 6,039 | $1.3M |
| Warwick Investment Management, Inc. | 0.20% | Reduce -6.8% | 6,036 | $1.3M |
| TFO Wealth Partners, LLC | 0.19% | Add +0.5% | 6,028 | $1.3M |
| Tranquility Partners, LLC | 0.46% | Reduce -1.4% | 6,014 | $1.3M |
| Evergreen Capital Management LLC | 0.03% | Add +18.1% | 6,005 | $1.3M |
| Trust Co of the South | 0.20% | No change | 6,000 | $1.3M |
| SkyView Investment Advisors, LLC | 0.16% | No change | 5,975 | $1.3M |
| Sigma Investment Counselors Inc. | 0.06% | Add +0.4% | 5,957 | $1.3M |
| Columbia Bank | 0.35% | Add +24.2% | 5,954 | $1.3M |
| Thrive Wealth Management, LLC | 0.18% | Reduce -0.1% | 5,951 | $1.3M |
| Meridian Wealth Management, LLC | 0.04% | Add +14.3% | 5,940 | $1.2M |
| Walsh & Associates, LLC | 1.22% | — | 5,898 | $1.2M |
| Russell Investments Group, Ltd. | 0.00% | Add +185.0% | 5,885 | $1.2M |
| Mascoma Wealth Management LLC | 0.27% | No change | 5,880 | $1.2M |
| WealthShield Partners, LLC | 0.14% | Add +24.1% | 5,878 | $1.2M |
| Capital Advantage, Inc. | 0.17% | Add +0.9% | 5,850 | $1.2M |
| Fairvoy Private Wealth, LLC | 0.28% | No change | 5,844 | $1.2M |
| Encompass Wealth Advisors, LLC | 0.42% | Add +0.0% | 5,821 | $1.2M |
| Choate Investment Advisors | 0.02% | Reduce -2.4% | 5,786 | $1.2M |
| Fort Point Capital Partners LLC | 0.15% | Reduce -5.2% | 5,547 | $1.2M |
| KMG Fiduciary Partners, LLC | 0.09% | Reduce -6.0% | 5,779 | $1.2M |
| Brown Miller Wealth Management, LLC | 0.34% | New | 5,769 | $1.2M |
| Proficio Capital Partners LLC | 0.09% | New | 5,761 | $1.2M |
| Thomasville National Bank | 0.08% | Reduce -5.5% | 5,761 | $1.2M |
| Jacobi Capital Management LLC | 0.07% | Add +0.0% | 5,723 | $1.2M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.14% | Reduce -8.5% | 5,699 | $1.2M |
| Middleton & Co. Inc. | 0.13% | No change | 5,696 | $1.2M |
| Sendero Wealth Management, LLC | 0.13% | No change | 5,693 | $1.2M |
| Stonebridge Financial Group, LLC / MO | 1.03% | — | 5,678 | $1.2M |
| Foundations Investment Advisors, LLC | 0.02% | Add +2.1% | 5,674 | $1.2M |
| Fragasso Financial Advisors Inc | 0.07% | No change | 5,645 | $1.2M |
| Live Oak Private Wealth LLC | 0.16% | Reduce -0.6% | 5,631 | $1.2M |
| Moneco Advisors, LLC | 0.09% | Add +2.6% | 5,544 | $1.2M |
| Alteri Wealth LLC | 0.38% | Add +2.1% | 5,539 | $1.2M |
| Wesbanco Bank Inc. | 0.03% | Reduce -8.9% | 5,538 | $1.2M |
| PFG Investments, LLC | 0.05% | Reduce -0.1% | 5,538 | $1.2M |
| Parisi Gray Wealth Management | 0.26% | Reduce -0.5% | 5,506 | $1.2M |
| Invesco Ltd. | 0.00% | New | 5,505 | $1.2M |
| TCI Wealth Advisors, Inc. | 0.06% | Reduce -24.5% | 5,498 | $1.2M |
| Cornerstone Wealth Management, LLC | 0.06% | Add +0.0% | 5,486 | $1.2M |
| Bci Securities, Inc. | 9.94% | — | 5,471 | $1.2M |
| F/m Investments LLC | 0.04% | Add +2.2% | 5,459 | $1.1M |
| Roehl & Yi Investment Advisors, LLC | 0.46% | Add +20.5% | 5,457 | $1.1M |
| Adirondack Trust Co. | 0.38% | Add +11.3% | 5,437 | $1.1M |
| Blueline Advisors LLC | 0.93% | — | 5,402 | $1.1M |
| Vawter Financial, Ltd. | 0.48% | Add +0.0% | 5,399 | $1.1M |
| Staley Capital Advisers Inc. | 0.05% | No change | 5,358 | $1.1M |
| Core Wealth Advisors, Inc. | 0.29% | Reduce -0.8% | 5,339 | $1.1M |
| Stonebridge Financial Planning Group, LLC | 0.40% | Add +0.1% | 5,321 | $1.1M |
| Vance Wealth, LLC | 0.33% | Reduce -5.0% | 5,317 | $1.1M |
| Chesley Taft & Associates LLC | 0.04% | Reduce -2.1% | 5,316 | $1.1M |
| Fortitude Family Office, LLC | 0.26% | No change | 5,300 | $1.1M |
| CRA Financial Services, LLC | 0.15% | Add +2.7% | 5,300 | $1.1M |
| Farmers & Merchants Investments Inc. | 0.03% | Reduce -4.5% | 5,293 | $1.1M |
| Clark Capital Management Group, Inc. | 0.01% | Reduce -3.1% | 5,288 | $1.1M |
| YANKCOM Partnership | 0.47% | Add +0.2% | 5,258 | $1.1M |
| CENTRAL TRUST Co | 0.02% | Add +0.5% | 5,247 | $1.1M |
| Norris Perne & French LLP | 0.07% | No change | 5,229 | $1.1M |
| Investmark Advisory Group LLC | 0.47% | Add +1.2% | 5,219 | $1.1M |
| JP Wealth Management, Inc. | 0.78% | No change | 5,216 | $1.1M |
| Bedel Financial Consulting, Inc. | 0.12% | Add +9.4% | 5,196 | $1.1M |
| City Holding Co. | 0.13% | Reduce -6.0% | 5,195 | $1.1M |
| HUB Investment Partners, LLC | 0.03% | Add +0.2% | 5,189 | $1.1M |
| Anderson Hoagland & Co. | 0.09% | No change | 5,183 | $1.1M |
| Sharkey, Howes & Javer | 0.14% | Add +0.2% | 5,183 | $1.1M |
| Coldstream Capital Management Inc. | 0.01% | Add +3.7% | 5,177 | $1.1M |
| First Foundation Advisors | 0.04% | Reduce -5.5% | 5,177 | $1.1M |
| Legacy Trust | 0.20% | Add +10.2% | 5,173 | $1.1M |
| Ellevest, Inc. | 0.15% | No change | 5,169 | $1.1M |
| HighPoint Advisor Group LLC | 0.02% | New | 5,160 | $1.1M |
| BlueChip Wealth Advisors LLC | 0.46% | Reduce -1.1% | 5,148 | $1.1M |
| BSW Wealth Partners | 0.13% | No change | 5,148 | $1.1M |
| Kornitzer Capital Management Inc. | 0.02% | Reduce -27.4% | 5,140 | $1.1M |
| Bonfire Financial | 0.81% | Add +0.5% | 5,136 | $1.1M |
| Rodgers & Associates, LTD | 0.11% | Add +25.1% | 5,064 | $1.1M |
| S&co Inc. | 0.07% | No change | 5,050 | $1.1M |
| Fiducient Advisors LLC | 0.13% | Reduce -29.3% | 5,043 | $1.1M |
| Uptick Partners, LLC | 0.23% | Reduce -1.1% | 5,042 | $1.1M |
| Tassel Capital Management, Inc. | 0.64% | Add +0.5% | 5,036 | $1.1M |
| Bridgewater Advisors Inc. | 0.07% | Add +3.3% | 4,832 | $1.1M |
| Beaumont Financial Advisors, LLC | 0.07% | Add +0.1% | 4,971 | $1.0M |
| Hoese & Co LLP | 0.74% | No change | 4,963 | $1.0M |
| Sigma Planning Corp | 0.03% | Add +22.2% | 4,903 | $1.0M |
| Symmetry Partners, LLC | 0.06% | Reduce -1.0% | 4,903 | $1.0M |
| Elevate Wealth Advisory, Inc. | 0.70% | Add +0.1% | 4,866 | $1.0M |
| New Republic Capital, LLC | 0.27% | Add +112.4% | 4,861 | $1.0M |
| Nvest Financial, LLC | 0.42% | Add +205.9% | 4,840 | $1.0M |
| Wise Wealth Partners | 1.45% | Add +4.6% | 4,819 | $1.0M |
| J. Safra Sarasin Holding AG | 0.02% | No change | 4,764 | $1.0M |
| Tsfg, LLC | 0.15% | Reduce -11.3% | 4,799 | $1.0M |
| Plante Moran Financial Advisors, LLC | 0.06% | Add +2.7% | 4,796 | $1.0M |
| Walkner Condon Financial Advisors LLC | 0.14% | Add +4.7% | 4,769 | $1.0M |
| Annex Advisory Services, LLC | 0.02% | Add +3.5% | 4,760 | $1.0M |
| Patten Group, Inc. | 0.18% | Reduce -2.2% | 4,754 | $1000K |
| Independent Financial Group, LLC | 0.02% | Add +7.1% | 4,739 | $997K |
| Burke & Herbert Bank & Trust Co. | 0.27% | Reduce -54.8% | 4,727 | $994K |
| Bogart Wealth, LLC | 0.04% | Add +0.5% | 4,724 | $994K |
| Aegis Wealth Management LLC | 0.56% | Reduce -37.1% | 4,699 | $988K |
| Hazlett, Burt & Watson, Inc. | 0.31% | Add +91.3% | 4,684 | $985K |
| Root Financial Partners, LLC | 0.05% | Add +27.2% | 4,675 | $983K |
| Higgins & Schmidt Wealth Strategies LLC | 0.46% | Reduce -0.4% | 4,666 | $981K |
| Woodside Wealth Management LLC | 0.73% | No change | 4,665 | $981K |
| Robertson Stephens Wealth Management, LLC | 0.03% | Add +15.6% | 4,636 | $975K |
| MBL Wealth, LLC | 0.08% | Add +152.7% | 4,634 | $975K |
| ES4, LLC | 0.67% | — | 4,622 | $972K |
| First Bank & Trust | 0.16% | Add +0.6% | 4,609 | $969K |
| Daybright Advisory Services, Inc. | 0.26% | — | 4,604 | $968K |
| Robinson Value Management, Ltd. | 0.52% | Add +9.4% | 4,587 | $965K |
| German American Bancorp, Inc. | 0.08% | Reduce -20.9% | 4,556 | $958K |
| MOR Wealth Management, LLC | 0.44% | — | 4,550 | $957K |
| Accurate Wealth Management, LLC | 0.12% | No change | 4,387 | $955K |
| Guidance Point Advisors, LLC | 0.23% | Reduce -0.0% | 4,527 | $954K |
| Aspen Grove Capital, LLC | 0.16% | Add +11.3% | 4,516 | $950K |
| Journey Strategic Wealth LLC | 0.02% | Reduce -20.3% | 4,508 | $948K |
| Elmwood Wealth Management, Inc. | 0.30% | New | 4,507 | $948K |
| Occidental Asset Management, LLC | 0.11% | Add +11.5% | 4,504 | $947K |
| BlueCrest Capital Management Ltd | 0.04% | New | 4,500 | $947K |
| HRT Financial LP | 0.00% | Reduce -84.1% | 4,462 | $938K |
| Regent Peak Wealth Advisors LLC | 0.18% | No change | 4,421 | $930K |
| Opal Wealth Advisors, LLC | 0.24% | New | 4,417 | $929K |
| Lakewood Asset Management LLC | 0.54% | Reduce -6.0% | 4,408 | $927K |
| American National Bank & Trust | 0.09% | Reduce -0.9% | 4,403 | $926K |
| Golden Road Advisors LLC | 0.53% | Add +5.5% | 4,397 | $925K |
| Regimen Wealth, LLC | 0.27% | No change | 4,393 | $924K |
| Washington Trust Bank | 0.06% | Add +99.3% | 4,392 | $924K |
| Smead Capital Management, Inc. | 0.02% | Reduce -20.2% | 4,392 | $924K |
| PKS Advisory Services, LLC | 0.21% | Reduce -1.4% | 4,388 | $923K |
| Mezzasalma Advisors, LLC | 0.22% | No change | 4,333 | $919K |
| Hoge Financial Services, LLC | 0.49% | Add +0.5% | 4,351 | $915K |
| Veracity Capital LLC | 0.27% | Add +0.1% | 4,339 | $913K |
| Matthew Goff Investment Advisor, LLC | 0.16% | Reduce -1.2% | 4,336 | $912K |
| Embree Financial Group | 0.11% | Reduce -10.7% | 4,331 | $911K |
| MassMutual Private Wealth & Trust, FSB | 0.02% | No change | 4,319 | $908K |
| RiverFront Investment Group, LLC | 0.01% | Reduce -0.7% | 4,315 | $908K |
| Magnolia Private Wealth, LLC | 0.63% | No change | 4,302 | $905K |
| Legacy Capital Wealth Partners, LLC | 0.19% | Reduce -22.5% | 4,288 | $902K |
| Flagship Harbor Advisors, LLC | 0.04% | Reduce -2.3% | 4,269 | $898K |
| Zhang Financial LLC | 0.03% | Add +4.0% | 4,243 | $892K |
| 1834 Investment Advisors Co. | 0.11% | Reduce -6.8% | 4,240 | $892K |
| Invenio Wealth Partners LLC | 0.33% | No change | 4,240 | $892K |
| Barnett & Company, Inc. | 0.72% | Reduce -0.1% | 4,236 | $891K |
| LongView Wealth Management | 0.21% | Add +0.0% | 4,085 | $889K |
| Paragon Capital Management Ltd | 0.18% | Add +0.1% | 4,204 | $884K |
| Wedmont Private Capital | 0.03% | Add +0.1% | 4,124 | $884K |
| Sovran Advisors, LLC | 0.08% | No change | 4,033 | $884K |
| Snider Financial Group | 0.23% | Reduce -25.0% | 4,171 | $877K |
| Lutz Financial Services LLC | 0.06% | Reduce -0.7% | 4,171 | $877K |
| Partners in Financial Planning | 0.15% | Add +0.2% | 4,160 | $875K |
| Renasant Bank | 0.59% | Reduce -9.7% | 4,145 | $872K |
| Evergreen Advisors, LLC | 0.21% | — | 4,128 | $868K |
| AdvisorNet Financial, Inc | 0.05% | Reduce -3.0% | 4,108 | $864K |
| Woodmont Investment Counsel LLC | 0.05% | No change | 4,087 | $860K |
| Eight 31 Financial, LLC | 0.47% | Add +0.3% | 4,077 | $858K |
| American Investment Services, Inc. | 0.20% | No change | 4,076 | $857K |
| Resonant Capital Advisors, LLC | 0.05% | Reduce -10.9% | 4,064 | $855K |
| Crestwood Advisors Group, LLC | 0.01% | No change | 4,052 | $852K |
| Kelman-Lazarov, Inc. | 0.12% | Add +0.0% | 4,050 | $852K |
| GC Wealth Management RIA, LLC | 0.03% | Reduce -2.4% | 4,036 | $849K |
| Rice Partnership, LLC | 0.11% | Add +21.0% | 4,028 | $847K |
| Magnolia Capital Advisors LLC | 0.18% | Add +8.5% | 4,017 | $845K |
| Balboa Wealth Partners | 0.14% | Reduce -0.6% | 4,013 | $844K |
| Alpha Financial Advisors, LLC | 0.26% | No change | 4,003 | $842K |
| Bantamac Capital, LLC | 0.59% | No change | 4,000 | $841K |
| MRWM Advisors, LLC | 0.45% | No change | 3,979 | $837K |
| Brown Financial Advisory | 0.42% | Reduce -21.9% | 3,970 | $835K |
| Sbe LLC Dba Cedar Cove Wealth Partners | 0.44% | — | 3,967 | $834K |
| DiNuzzo Private Wealth, Inc. | 0.09% | No change | 3,958 | $833K |
| CVA Family Office, LLC | 0.10% | No change | 3,948 | $830K |
| ABLE Financial Group, LLC | 0.17% | Reduce -3.0% | 3,944 | $830K |
| Curran Financial Partners, LLC | 0.16% | Add +0.7% | 3,928 | $826K |
| Xcelsior Advisor Partners LLC | 0.40% | — | 3,906 | $822K |
| TMB Capital Partners, LLC | 0.28% | — | 3,895 | $819K |
| First United Bank & Trust | 0.26% | No change | 3,867 | $813K |
| Continuum Advisory, LLC | 0.08% | Reduce -2.5% | 3,857 | $811K |
| William Howard & Co Financial Advisors Inc | 0.68% | Add +0.5% | 3,851 | $810K |
| Bison Wealth, LLC | 0.09% | Add +2.6% | 3,830 | $809K |
| Cadence Bank | 0.05% | Reduce -12.0% | 3,848 | $809K |
| SeaCrest Wealth Management, LLC | 0.08% | Add +0.1% | 3,771 | $808K |
| Odyssey Capital Advisors, Inc. | 0.72% | — | 3,839 | $807K |
| Trust Point Inc. | 0.06% | No change | 3,835 | $807K |
| Lowery Thomas, LLC | 0.45% | Add +0.5% | 3,824 | $804K |
| Michels Family Financial, LLC | 0.59% | Add +0.1% | 3,815 | $802K |
| Capital Group Private Client Services, Inc. | 0.01% | Reduce -20.2% | 3,814 | $802K |
| Mars Jewett Financial Group, Inc. | 0.24% | — | 3,565 | $801K |
| Charter Oak Capital Management, LLC | 0.06% | No change | 3,808 | $801K |
| Roxbury Financial LLC | 0.72% | Reduce -1.1% | 3,804 | $800K |
| Sunpointe, LLC | 0.27% | No change | 3,802 | $800K |
| Advisor OS, LLC | 0.06% | Reduce -97.9% | 3,802 | $800K |
| Emprise Bank | 0.33% | No change | 3,801 | $800K |
| Collective Family Office LLC | 0.18% | Reduce -34.6% | 3,790 | $797K |
| First County Bank | 0.42% | No change | 3,777 | $794K |
| Johnson Bixby & Associates, LLC | 0.10% | Reduce -2.8% | 3,771 | $793K |
| Harbor Asset Planning, Inc. | 0.68% | Add +0.4% | 3,769 | $793K |
| Mayflower Financial Advisors, LLC | 0.10% | Reduce -0.6% | 3,760 | $791K |
| Benchmark Financial Wealth Advisors, LLC | 0.23% | Reduce -2.2% | 3,745 | $788K |
| James Investment Research, Inc. | 0.09% | Reduce -6.3% | 3,744 | $788K |
| BKM Wealth Management, LLC | 0.29% | Add +2.3% | 3,726 | $784K |
| MWA Asset Management | 0.44% | Reduce -3.3% | 3,722 | $783K |
| Archford Capital Strategies, LLC | 0.09% | No change | 3,665 | $771K |
| Waterfront Wealth Inc. | 0.15% | Reduce -0.4% | 3,510 | $769K |
| Rockbridge Investment Management, LCC | 0.07% | Add +0.0% | 3,657 | $769K |
| CWA Asset Management Group, LLC | 0.03% | No change | 3,655 | $769K |
| Activest Wealth Management | 0.14% | Add +36.1% | 3,642 | $766K |
| GM Advisory Group, LLC | 0.03% | Add +71.9% | 3,611 | $759K |
| Coastal Bridge Advisors, LLC | 0.06% | Add +29.8% | 3,606 | $758K |
| Hanover Advisors Inc. | 0.29% | No change | 3,604 | $758K |
| Warner Financial, Inc. | 0.26% | Add +0.4% | 3,606 | $758K |
| First Financial Corp. | 0.29% | Reduce -30.0% | 3,603 | $758K |
| Elevation Wealth Management LLC | 0.72% | — | 3,582 | $753K |
| Moss Adams Wealth Advisors LLC | 0.05% | No change | 3,567 | $750K |
| Capital City Trust Co. | 0.17% | No change | 3,563 | $749K |
| Empire Financial Management Company, LLC | 0.16% | Reduce -1.1% | 3,562 | $749K |
| Roble, Belko & Company, Inc | 0.10% | Reduce -3.9% | 3,559 | $749K |
| Carnegie Investment Counsel | 0.01% | Add +60.6% | 3,559 | $749K |
| Kesler, Norman & Wride, LLC | 0.13% | New | 3,550 | $747K |
| Pacific Financial Group Inc. | 0.41% | Reduce -28.9% | 3,544 | $745K |
| Financial Guidance Group, Inc. | 0.30% | No change | 3,542 | $745K |
| Stanich Group LLC | 0.56% | Add +0.0% | 3,542 | $745K |
| Morris Financial Concepts, Inc. | 0.26% | Reduce -0.8% | 3,540 | $745K |
| Texas Yale Capital Corp. | 0.02% | Add +2.3% | 3,540 | $745K |
| Pitcairn Wealth Advisors LLC | 0.07% | — | 3,539 | $744K |
| Independence Bank of Kentucky | 0.09% | Reduce -0.4% | 3,535 | $744K |
| Mason Investment Advisory Services, Inc. | 0.04% | Add +0.5% | 3,528 | $742K |
| Bourgeon Capital Management LLC | 0.12% | No change | 3,528 | $742K |
| Natural Investments, LLC | 0.18% | New | 3,507 | $737K |
| Leo Wealth, LLC | 0.05% | Add +25.5% | 3,474 | $731K |
| Aft, Forsyth & Company, Inc. | 0.31% | Reduce -5.3% | 3,457 | $727K |
| Manhattan West Asset Management, LLC | 0.15% | No change | 3,455 | $727K |
| Money Concepts Capital Corp. | 0.04% | Reduce -69.3% | 3,445 | $725K |
| Virtue Capital Management, LLC | 0.11% | Add +32.4% | 3,414 | $724K |
| Auxano Advisors, LLC | 0.14% | No change | 3,442 | $724K |
| Stonebrook Private Inc. | 0.15% | No change | 3,436 | $723K |
| Greatmark Investment Partners, Inc. | 0.08% | Add +168.7% | 3,413 | $718K |
| Jaffetilchin Investment Partners, LLC | 0.04% | Reduce -0.8% | 3,409 | $717K |
| Cascade Financial Partners, LLC | 0.07% | No change | 3,397 | $715K |
| Westmount Partners, LLC | 0.18% | No change | 3,388 | $713K |
| Independent Advisor Alliance | 0.02% | No change | 3,381 | $711K |
| Miller Investment Management, LP | 0.07% | No change | 3,368 | $708K |
| BankPlus Trust Department | 0.19% | Reduce -3.3% | 3,363 | $707K |
| Peck Wealth Management, LLC | 0.66% | No change | 3,336 | $702K |
| Harvest Investment Services, LLC | 0.13% | No change | 3,335 | $701K |
| Debussy Capital Management LP | 0.10% | Add +0.2% | 3,328 | $700K |
| Bell Bank | 0.03% | No change | 3,324 | $699K |
| AAF Wealth Management, LLC | 0.29% | Reduce -1.1% | 3,311 | $696K |
| HORAN Wealth, LLC | 0.11% | Reduce -0.8% | 3,303 | $695K |
| Financial Insights, Inc. | 0.23% | No change | 3,291 | $692K |
| Klingenstein Fields & Co. LP | 0.03% | Add +0.4% | 3,286 | $691K |
| Joel Adams & Associates, Inc. | 0.52% | Add +8.7% | 3,280 | $690K |
| Melfa Wealth Management, Inc. | 0.40% | No change | 3,275 | $689K |
| T. Rowe Price Associates Inc. | 0.00% | Reduce -46.7% | 3,266 | $687K |
| Fort Sheridan Advisors LLC | 0.09% | Add +1.0% | 3,258 | $685K |
| Empower Advisory Group, LLC | 0.00% | Add +23.6% | 3,257 | $685K |
| Greenup Street Wealth Management LLC | 0.10% | Reduce -0.3% | 3,256 | $685K |
| WBH Advisory Inc. | 0.05% | No change | 3,234 | $680K |
| Capital Investment Advisory Services, LLC | 0.05% | Add +3.5% | 3,230 | $679K |
| Leavell Investment Management, Inc. | 0.03% | No change | 3,217 | $677K |
| BIP Wealth, LLC | 0.02% | Add +19.2% | 3,213 | $676K |
| TrueWealth Advisors, LLC | 0.17% | Add +0.1% | 3,210 | $675K |
| Darwin Wealth Management, LLC | 0.21% | Add +7.0% | 3,202 | $674K |
| Tudor Financial Inc. | 0.34% | No change | 3,199 | $673K |
| Fortis Capital Advisors, LLC | 0.10% | Add +45.4% | 3,198 | $673K |
| Signature Estate & Investment Advisors LLC | 0.01% | Reduce -1.4% | 3,197 | $673K |
| Wealth Science Advisors LLC | 0.39% | — | 3,197 | $672K |
| Integrated Advisors Network LLC | 0.03% | Add +42.8% | 3,197 | $672K |
| Capital Analysts, LLC | 0.02% | Reduce -0.4% | 3,168 | $666K |
| Glassman Wealth Services | 0.09% | No change | 3,157 | $664K |
| Jacksonville Wealth Management, LLC | 0.47% | New | 3,142 | $661K |
| Performance Wealth Partners, LLC | 0.02% | No change | 3,141 | $661K |
| Chapin Davis, Inc. | 0.15% | Add +0.3% | 3,136 | $660K |
| Rialto Wealth Management, LLC | 0.16% | No change | 3,136 | $660K |
| First Commonwealth Financial Corp | 0.11% | Add +9.9% | 3,116 | $655K |
| Fidelity D & D Bancorp Inc. | 0.28% | No change | 3,113 | $655K |
| Davis R M Inc. | 0.01% | Add +13.0% | 3,111 | $654K |
| Robinson Smith Wealth Advisors LLC | 0.45% | No change | 3,105 | $653K |
| Rockland Trust Co. | 0.03% | No change | 3,104 | $653K |
| Renaissance Technologies | 0.00% | Reduce -20.5% | 3,100 | $652K |
| Skyline Advisors, Inc. | 0.22% | Add +0.5% | 3,094 | $651K |
| Baltimore-Washington Financial Advisors, Inc. | 0.03% | Add +192.7% | 3,047 | $641K |
| Kirtland Hills Capital Management, LLC | 0.22% | No change | 3,043 | $640K |
| Betterment LLC | 0.00% | Reduce -33.8% | 3,044 | $640K |
| Citizens & Northern Corp. | 0.16% | Add +7.5% | 3,029 | $637K |
| TFB Advisors LLC | 0.18% | Add +0.0% | 3,026 | $636K |
| Vulcan Value Partners, LLC | 0.01% | New | 2,748 | $636K |
| Coppell Advisory Solutions LLC | 0.06% | Reduce -1.8% | 2,984 | $632K |
| Warner Group LLC | 0.39% | New | 3,004 | $632K |
| Baron Wealth Management LLC | 0.19% | New | 3,001 | $631K |
| Lunt Capital Management, Inc. | 0.24% | No change | 2,994 | $630K |
| Fulton Breakefield Broenniman LLC | 0.04% | Add +180.9% | 2,992 | $629K |
| DSG Capital Advisors, LLC | 0.10% | Reduce -26.9% | 2,854 | $626K |
| Farmers Trust Co. | 0.10% | No change | 2,970 | $625K |
| Obermeyer Wealth Partners | 0.03% | No change | 2,966 | $624K |
| GGM Financial LLC | 0.30% | Add +0.7% | 2,966 | $624K |
| Orgel Wealth Management, LLC | 0.01% | Reduce -0.3% | 2,964 | $623K |
| Signal Advisors Wealth, LLC | 0.05% | Add +11.7% | 2,959 | $622K |
| Ignite Planners, LLC | 0.10% | New | 2,830 | $622K |
| Wescott Financial Advisory Group, LLC | 0.05% | Reduce -3.6% | 2,953 | $621K |
| Essex Bank | 0.13% | Add +12.3% | 2,950 | $620K |
| Axis Wealth Partners, LLC | 0.34% | Add +0.4% | 2,949 | $620K |
| JSF Financial, LLC | 0.13% | Reduce -4.5% | 2,944 | $619K |
| Brown, Lisle/Cummings, Inc. | 0.15% | No change | 2,935 | $617K |
| Kintra Wealth, LLC | 0.09% | New | 2,913 | $613K |
| Berkeley Capital Partners, LLC | 0.14% | Add +0.1% | 2,906 | $611K |
| Oxler Private Wealth LLC | 0.18% | Add +0.4% | 2,899 | $610K |
| MSH Capital Advisors LLC | 0.13% | Add +47.7% | 2,886 | $607K |
| Spinnaker Trust | 0.03% | No change | 2,879 | $606K |
| Trust Co. of Vermont | 0.03% | Reduce -3.2% | 2,876 | $605K |
| Meridian Wealth Advisors, LLC | 0.08% | Reduce -0.7% | 2,858 | $601K |
| NCM Capital Management, LLC | 0.22% | Reduce -0.6% | 2,848 | $599K |
| WealthPLAN Partners, LLC | 0.09% | No change | 2,842 | $598K |
| PFG Advisors | 0.03% | Reduce -14.2% | 2,840 | $597K |
| Peak Wealth Management LLC | 0.50% | — | 2,839 | $597K |
| Pandora Wealth, Inc. | 0.36% | No change | 2,831 | $595K |
| Strategic Family Wealth Counselors, L.L.C. | 0.13% | Add +7.6% | 2,743 | $592K |
| Mirador Capital Partners LP | 0.08% | Add +0.5% | 2,810 | $591K |
| Soltis Investment Advisors LLC | 0.04% | Add +39.1% | 2,805 | $590K |
| Burton Enright Welch | 0.08% | No change | 2,801 | $589K |
| Stronghold Wealth Management L.L.C. | 0.87% | — | 2,787 | $586K |
| Parkshore Wealth Management, Inc. | 0.22% | Add +0.5% | 2,782 | $585K |
| Retirement Planning Group, LLC | 0.02% | Add +6.0% | 2,779 | $584K |
| Principal Securities, Inc. | 0.01% | Reduce -14.4% | 2,770 | $583K |
| Paces Ferry Wealth Advisors, LLC | 0.24% | New | 2,759 | $580K |
| Buckhead Capital Management LLC | 0.21% | No change | 2,750 | $578K |
| Wealthspire Retirement, LLC | 0.04% | Add +2.4% | 2,749 | $578K |
| Alpine Bank Wealth Management | 0.08% | Reduce -2.8% | 2,745 | $577K |
| Cahill Financial Advisors Inc. | 0.06% | Add +0.0% | 2,742 | $577K |
| St Germain D J Co. Inc. | 0.02% | Reduce -4.2% | 2,732 | $575K |
| Aire Advisors, LLC | 0.10% | Add +0.0% | 2,727 | $574K |
| BOK Financial Private Wealth, Inc. | 0.04% | No change | 2,727 | $574K |
| Genesis Wealth Advisors, LLC | 0.39% | No change | 2,713 | $571K |
| Biltmore Family Office, LLC | 0.08% | Add +5.4% | 2,711 | $570K |
| SmartHarvest Portfolios, LLC | 0.20% | — | 2,708 | $570K |
| CoreCap Advisors, LLC | 0.02% | Add +10.4% | 2,700 | $568K |
| Barclays PLC | 0.00% | New | 2,700 | $568K |
| Front Row Advisors LLC | 0.19% | No change | 2,695 | $567K |
| Schnieders Capital Management, Llc. | 0.09% | No change | 2,689 | $566K |
| APS Management Group, Inc. | 0.48% | No change | 2,677 | $563K |
| Hamilton Capital, LLC | 0.03% | — | 2,670 | $562K |
| Elyxium Wealth, LLC | 0.16% | No change | 2,665 | $561K |
| Motco | 0.05% | Reduce -0.5% | 2,662 | $560K |
| Cornerstone Wealth Group, LLC | 0.04% | Add +15.4% | 2,661 | $560K |
| Brogan Financial, Inc. | 0.24% | Add +0.5% | 2,649 | $557K |
| Cedarwood Wealth LLC | 0.62% | — | 2,531 | $555K |
| Klingman & Associates, LLC | 0.03% | No change | 2,633 | $554K |
| Quadrant Private Wealth Management, LLC | 0.09% | Reduce -9.3% | 2,629 | $553K |
| Chicago Wealth Management, Inc. | 0.22% | No change | 2,621 | $551K |
| Sovereign Financial Group, Inc. | 0.10% | No change | 2,621 | $551K |
| TigerOak Management, L.L.C. | 0.17% | No change | 2,617 | $550K |
| Townsend Asset Management Corp. /NC/ | 0.19% | Reduce -1.8% | 2,612 | $549K |
| Portland Global Advisors LLC | 0.06% | Add +43.6% | 2,601 | $547K |
| YHB Investment Advisors, Inc. | 0.04% | Reduce -0.9% | 2,595 | $546K |
| City National Bank of Florida | 0.35% | Reduce -20.2% | 2,563 | $539K |
| Operose Advisors LLC | 0.13% | No change | 2,562 | $539K |
| Gerber Kawasaki Wealth & Investment Management | 0.02% | Reduce -2.9% | 2,560 | $539K |
| Decision Investments, Inc. | 0.59% | — | 2,556 | $538K |
| Kestra Investment Management, LLC | 0.01% | Add +135.5% | 2,539 | $534K |
| Members Trust Co | 0.02% | Add +4.5% | 2,534 | $533K |
| Hamilton Point Investment Advisors, LLC | 0.08% | Reduce -2.3% | 2,527 | $532K |
| Archer Investment Corp | 0.12% | No change | 2,526 | $531K |
| Sand Hill Global Advisors, LLC | 0.02% | No change | 2,522 | $530K |
| Cypress Capital, LLC | 0.15% | No change | 2,520 | $530K |
| FARMERS & MERCHANTS TRUST Co OF LONG BEACH | 0.12% | No change | 2,517 | $529K |
| Edgemoor Investment Advisors, Inc. | 0.04% | Reduce -36.6% | 2,506 | $527K |
| Wealthcare Capital Partners, LLC | 0.25% | Add +0.0% | 2,505 | $527K |
| Insight Advisors, LLC/ PA | 0.08% | Add +0.4% | 2,499 | $526K |
| Blue Bell Private Wealth Management, LLC | 0.08% | Add +43.6% | 2,481 | $522K |
| WealthBridge Capital Management, LLC | 0.12% | Reduce -5.1% | 2,479 | $522K |
| Stablepoint Partners, LLC | 0.08% | Add +13.8% | 2,473 | $520K |
| Lodestar Private Asset Management LLC | 0.05% | Reduce -1.7% | 2,470 | $520K |
| Central Pacific Bank - Trust Division | 0.07% | No change | 2,468 | $519K |
| TCFG Wealth Management, LLC | 0.20% | Reduce -10.0% | 2,408 | $518K |
| Heartwood Wealth Advisors LLC | 0.05% | Add +9.3% | 2,463 | $518K |
| Beacon Financial Strategies CORP | 0.29% | Add +0.1% | 2,456 | $517K |
| Arlington Trust Co LLC | 0.05% | Reduce -8.9% | 2,450 | $515K |
| Brooklyn Investment Group | 0.02% | New | 2,418 | $513K |
| Gallacher Capital Management LLC | 0.20% | No change | 2,427 | $510K |
| Atala Financial Inc | 0.33% | Add +4.3% | 2,424 | $510K |
| Austin Asset Management Co Inc | 0.09% | No change | 2,401 | $505K |
| Moors & Cabot, Inc. | 0.02% | Add +1.0% | 2,377 | $500K |
| McNamara Financial Services, Inc. | 0.09% | Add +2.6% | 2,361 | $497K |
| Pettyjohn, Wood & White, Inc. | 0.08% | No change | 2,360 | $496K |
| Navigation Wealth Management, Inc. | 0.74% | Add +0.6% | 2,359 | $496K |
| One Day In July LLC | 0.04% | Add +4.4% | 2,359 | $496K |
| Cornerstone Advisors Asset Management, LLC | 0.08% | Add +0.6% | 2,357 | $496K |
| First Citizens Asset Management, Inc. | 0.17% | Reduce -0.2% | 2,353 | $495K |
| Oder Investment Management, LLC | 0.36% | Add +7.7% | 2,352 | $495K |
| Palisade Asset Management, LLC | 0.05% | No change | 2,336 | $491K |
| Ascentis Independent Advisors | 0.08% | New | 2,333 | $491K |
| BCS Private Wealth Management, Inc. | 0.17% | Reduce -0.6% | 2,332 | $491K |
| Ellis Investment Partners, LLC | 0.09% | Reduce -2.4% | 2,326 | $489K |
| Compound Planning, Inc. | 0.01% | Reduce -2.1% | 2,323 | $489K |
| HT Partners LLC | 0.15% | No change | 2,322 | $488K |
| High Falls Advisors, Inc | 0.10% | Add +4.3% | 2,321 | $488K |
| Parsons Capital Management Inc. | 0.03% | Reduce -0.4% | 2,318 | $488K |
| Aufman Associates Inc | 0.25% | No change | 2,310 | $486K |
| Kovack Advisors, Inc. | 0.02% | New | 2,309 | $486K |
| Heritage Financial Services, LLC | 0.04% | No change | 2,306 | $485K |
| SVB Wealth LLC | 0.03% | No change | 2,304 | $485K |
| Tortuga Wealth Management, Inc | 0.51% | — | 2,299 | $483K |
| Alexis Investment Partners, LLC | 0.18% | Reduce -3.4% | 2,283 | $480K |
| Fusion Capital, LLC | 0.13% | Add +0.3% | 2,280 | $480K |
| W1M Asset Management Ltd | 0.01% | New | 2,279 | $479K |
| Clayton Financial Group LLC | 0.24% | Add +1607.5% | 2,271 | $478K |
| Petredis Investment Advisors LLC | 0.04% | No change | 2,268 | $477K |
| Lake Street Private Wealth, LLC | 0.06% | Reduce -0.7% | 2,262 | $476K |
| Tortoise Investment Management, LLC | 0.04% | No change | 2,251 | $473K |
| Marino, Stram & Associates LLC | 0.09% | Reduce -30.7% | 2,238 | $471K |
| PUREfi Wealth, LLC | 0.36% | Reduce -13.4% | 2,237 | $471K |
| Towercrest Capital Management | 0.07% | No change | 2,235 | $470K |
| Platform Technology Partners | 0.10% | Add +0.0% | 2,234 | $470K |
| Stanley-Laman Group, Ltd. | 0.06% | Reduce -14.4% | 2,223 | $468K |
| Hollencrest Capital Management | 0.02% | No change | 2,221 | $467K |
| Wrapmanager Inc. | 0.16% | No change | 2,218 | $467K |
| Truepoint, Inc. | 0.01% | No change | 2,215 | $466K |
| Clear Creek Financial Management, LLC | 0.04% | Reduce -0.1% | 2,214 | $466K |
| Clarity Financial LLC | 0.04% | No change | 2,209 | $465K |
| Essential Investment Partners LLC | 0.43% | — | 2,195 | $462K |
| Ritter Daniher Financial Advisory LLC / DE | 0.08% | Add +3.7% | 2,195 | $462K |
| Heartland Advisors Inc. | 0.02% | New | 2,192 | $461K |
| Salem Investment Counselors Inc. | 0.01% | Reduce -0.5% | 2,188 | $460K |
| Rockwood Wealth Management, LLC | 0.03% | Reduce -8.8% | 2,181 | $459K |
| Impact Capital Partners LLC | 0.14% | Reduce -0.8% | 2,180 | $459K |
| Pasadena Private Wealth, LLC | 0.06% | No change | 2,177 | $458K |
| Warren Street Wealth Advisors, LLC | 0.13% | No change | 2,174 | $457K |
| Old Mission Investment Co LLC | 0.11% | No change | 2,173 | $457K |
| Hollow Brook Wealth Management LLC | 0.12% | No change | 2,170 | $456K |
| Centerpoint Advisors, LLC | 0.14% | No change | 2,170 | $456K |
| Jackson, Grant Investment Advisers, Inc. | 0.15% | Add +31.2% | 2,168 | $456K |
| Perkins Coie Trust Co | 0.08% | No change | 2,162 | $455K |
| Accretive Wealth Partners, LLC | 0.13% | No change | 2,161 | $455K |
| Meeder Advisory Services, Inc. | 0.02% | Add +19.7% | 2,157 | $454K |
| World Equity Group, Inc. | 0.13% | Reduce -3.3% | 2,155 | $453K |
| Galvin, Gaustad & Stein, LLC | 0.04% | Reduce -14.3% | 2,151 | $452K |
| Triad Wealth Partners, LLC | 0.04% | Add +30.6% | 2,149 | $452K |
| SC&H Financial Advisors, Inc. | 0.07% | Reduce -18.7% | 2,148 | $452K |
| Gibson Capital, LLC | 0.08% | No change | 2,146 | $451K |
| Sentinel Wealth Management, Inc. | 0.37% | No change | 2,137 | $449K |
| River's Edge Wealth Management, LLC | 0.44% | — | 2,009 | $449K |
| Power Wealth Management LLC | 0.16% | No change | 2,131 | $448K |
| Weatherly Asset Management L. P. | 0.03% | No change | 2,128 | $448K |
| Planning Project LLC | 0.11% | — | 2,125 | $447K |
| Bravias Capital Group, LLC | 0.27% | Reduce -3.3% | 2,119 | $446K |
| Harbor Group, Inc. | 0.07% | Add +88.6% | 2,114 | $445K |
| Willner & Heller, LLC | 0.32% | Add +0.5% | 2,112 | $444K |
| Armstrong Advisory Group, Inc. | 0.03% | Add +0.1% | 2,109 | $444K |
| Advisory Alpha, LLC | 0.01% | Add +0.1% | 2,107 | $443K |
| NWF Advisory Services Inc. | 0.05% | Reduce -2.2% | 2,109 | $443K |
| Evolution Wealth Advisors, LLC | 0.04% | No change | 2,098 | $441K |
| Cypress Wealth Services, LLC | 0.06% | Add +28.9% | 2,096 | $441K |
| Fiduciary Alliance LLC | 0.03% | Add +16.2% | 2,091 | $440K |
| Ballew Advisors, Inc | 0.25% | Reduce -38.9% | 2,019 | $439K |
| Lee, Kelleher & Klein Wealth Management | 0.26% | No change | 2,081 | $438K |
| Atticus Wealth Management, LLC | 0.11% | Reduce -9.6% | 2,079 | $437K |
| First Nebraska Trust Co | 0.04% | No change | 2,077 | $437K |
| Beacon Capital Management, LLC | 0.07% | Add +7.5% | 2,061 | $434K |
| Deroy & Devereaux Private Investment Counsel Inc. | 0.02% | No change | 2,060 | $433K |
| Canal Capital Management, LLC | 0.06% | Add +0.4% | 2,059 | $433K |
| Red Door Wealth Management, LLC | 0.04% | No change | 2,056 | $432K |
| COFG Advisors, LLC | 0.11% | — | 2,055 | $432K |
| LVW Advisors, LLC | 0.04% | Add +27.8% | 2,045 | $430K |
| Triangle Securities Wealth Management | 0.09% | Reduce -0.4% | 2,041 | $429K |
| Charles Schwab Trust Co | 0.03% | Add +41.5% | 2,036 | $428K |
| Orrstown Financial Services Inc. | 0.07% | Reduce -5.0% | 2,033 | $428K |
| Greenwood Gearhart LLC | 0.02% | Reduce -36.9% | 2,029 | $427K |
| Providence Capital Advisors, LLC | 0.07% | Reduce -21.0% | 2,029 | $427K |
| AssuredPartners Investment Advisors, LLC | 0.06% | Add +9.2% | 2,028 | $427K |
| ASL Financial, LLC | 0.33% | — | 2,021 | $425K |
| FineMark National Bank & Trust | 0.01% | Add +5.3% | 2,016 | $424K |
| Curtis Wealth Management LLC | 0.37% | — | 1,926 | $422K |
| Talisman Wealth Advisors LLC | 0.33% | Reduce -20.0% | 1,999 | $421K |
| Verus Capital Partners, LLC | 0.03% | Add +0.1% | 1,993 | $419K |
| McIlrath & Eck, LLC | 0.04% | Add +10.6% | 1,987 | $418K |
| Legacy Wealth Management, LLC | 0.02% | Add +31.9% | 1,984 | $417K |
| Silver Oak Securities, Incorporated | 0.03% | New | 1,968 | $417K |
| Gray Private Wealth, LLC | 0.20% | No change | 1,970 | $414K |
| Alvarez & Marsal Private Wealth Partners, LLC | 0.08% | — | 1,967 | $414K |
| LJI Wealth Management, LLC | 0.06% | New | 1,962 | $413K |
| Mairs & Power Inc. | 0.00% | Reduce -85.9% | 1,962 | $413K |
| Rothschild Wealth LLC | 0.04% | Add +1.2% | 1,937 | $407K |
| Facet Wealth, Inc. | 0.01% | Add +31.5% | 1,854 | $407K |
| Coordinated Financial Services, Inc. | 0.24% | Add +21.9% | 1,933 | $407K |
| Institute for Wealth Management, LLC. | 0.04% | Reduce -37.7% | 1,930 | $406K |
| Mascagni Wealth Management, Inc. | 0.30% | Reduce -1.3% | 1,930 | $406K |
| North Dallas Bank & Trust Co. | 0.26% | — | 1,927 | $405K |
| MCF Advisors LLC | 0.02% | Add +10.9% | 1,926 | $405K |
| Koshinski Asset Management, Inc. | 0.03% | Add +53.8% | 1,925 | $405K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.02% | Add +70.6% | 1,918 | $404K |
| Arbor Wealth Advisors LLC | 0.29% | No change | 1,910 | $402K |
| Horizon Investment Services, LLC | 0.14% | No change | 1,902 | $400K |
| Integris Wealth Management, LLC | 0.09% | No change | 1,900 | $400K |
| Allstate Corp. | 0.01% | No change | 1,900 | $400K |
| Plum Street Advisors, LLC | 0.14% | New | 1,899 | $399K |
| Pittenger & Anderson Inc. | 0.02% | No change | 1,895 | $399K |
| Poehling Capital Management, INC. | 0.08% | No change | 1,889 | $397K |
| PGIM Custom Harvest LLC | 0.01% | Add +7.5% | 1,880 | $395K |
| Glen Eagle Advisors, LLC | 0.05% | No change | 1,879 | $395K |
| Crewe Advisors LLC | 0.04% | No change | 1,879 | $395K |
| Bay Capital Advisors, LLC | 0.24% | No change | 1,874 | $394K |
| Madison Wealth Partners, Inc | 0.07% | Add +2.4% | 1,872 | $394K |
| Ironwood Investment Management LLC | 0.17% | No change | 1,867 | $393K |
| Plus Group Wealth Advisors LLC | 0.44% | — | 1,866 | $393K |
| Abacus Wealth Partners, LLC | 0.04% | Add +45.2% | 1,857 | $391K |
| MJP Associates Inc. | 0.05% | Reduce -99.0% | 1,854 | $390K |
| WASHINGTON TRUST Co | 0.01% | No change | 1,852 | $390K |
| McDonald Partners LLC | 0.12% | No change | 1,850 | $389K |
| Strategic Financial Partners, Ltd. | 0.17% | Reduce -14.0% | 1,843 | $388K |
| PACK Private Wealth, LLC | 0.18% | No change | 1,842 | $387K |
| Benjamin Edwards Inc. | 0.00% | Reduce -56.7% | 1,840 | $387K |
| ShoreHaven Wealth Partners, LLC | 0.14% | No change | 1,836 | $386K |
| Riverpoint Wealth Management Holdings, LLC | 0.08% | No change | 1,833 | $386K |
| Jamison Private Wealth Management, Inc. | 0.05% | Add +0.2% | 1,828 | $385K |
| Citizens Business Bank | 0.06% | New | 1,825 | $384K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.07% | Add +39.4% | 1,821 | $383K |
| Trek Financial, LLC | 0.02% | Add +53.2% | 1,819 | $383K |
| Cassia Capital Partners, LLC | 0.21% | Reduce -6.3% | 1,814 | $382K |
| Cypress Capital Group | 0.04% | No change | 1,805 | $380K |
| GW&K Investment Management, LLC | 0.00% | No change | 1,804 | $379K |
| Bayban | 0.33% | — | 1,784 | $375K |
| Elm Partners Management LLC | 0.02% | Add +0.2% | 1,782 | $375K |
| Clear Trail Advisors, LLC | 0.09% | — | 1,780 | $374K |
| DGS Capital Management, LLC | 0.06% | Reduce -2.0% | 1,780 | $374K |
| Arista Wealth Management, LLC | 0.05% | Add +69.5% | 1,780 | $374K |
| Tailwinds Wealth, LLC | 0.40% | — | 1,776 | $374K |
| JT Stratford LLC | 0.05% | Add +50.7% | 1,771 | $373K |
| Matisse Capital | 0.17% | Add +0.1% | 1,763 | $371K |
| Altus Wealth Management, LLC | 0.16% | No change | 1,761 | $370K |
| United Financial Planning Group LLC | 0.22% | New | 1,757 | $370K |
| Farmers National Bank | 0.08% | No change | 1,755 | $369K |
| Park Edge Advisors, LLC | 0.08% | No change | 1,748 | $368K |
| Fairway Wealth LLC | 0.10% | Reduce -1.8% | 1,745 | $367K |
| Sachem Hill LLC | 0.07% | No change | 1,745 | $367K |
| Vantage Point Financial LLC | 0.13% | Reduce -1.3% | 1,743 | $367K |
| Pinnacle Bancorp, Inc. | 0.11% | Reduce -1.2% | 1,743 | $367K |
| CWS Financial Advisors, LLC | 0.10% | Reduce -3.5% | 1,735 | $365K |
| Alliance Wealth Management Group | 0.08% | No change | 1,725 | $363K |
| Inscription Capital, LLC | 0.04% | Add +0.2% | 1,724 | $363K |
| Riverbend Wealth Management, LLC | 0.23% | Add +0.1% | 1,723 | $362K |
| Rainey & Randall Wealth Advisors Inc. | 0.06% | Reduce -1.0% | 1,722 | $362K |
| Highline Wealth Partners LLC | 0.10% | Add +0.3% | 1,718 | $361K |
| Financial Life Planners | 0.26% | Reduce -3.5% | 1,713 | $360K |
| Compass Capital Management, Inc. | 0.02% | New | 1,711 | $360K |
| Forum Private Client Group LLC | 0.12% | Reduce -0.7% | 1,707 | $359K |
| Emergent Wealth Advisors, LLC | 0.20% | Add +0.5% | 1,705 | $359K |
| Oliver Luxxe Assets LLC | 0.05% | Reduce -13.3% | 1,685 | $354K |
| Gateway Wealth Partners, LLC | 0.04% | New | 1,682 | $354K |
| Team Hewins, LLC | 0.11% | No change | 1,678 | $353K |
| Obsidian Cio, LLC | 0.52% | Reduce -13.9% | 1,666 | $350K |
| Cathy Pareto & Associates, Inc. | 0.24% | Add +0.5% | 1,664 | $350K |
| Farmers & Merchants Trust Co of Chambersburg PA | 0.10% | No change | 1,664 | $350K |
| Elk River Wealth Management LLC | 0.06% | Reduce -1.1% | 1,662 | $350K |
| Rathbones Group PLC | 0.00% | Reduce -7.6% | 1,662 | $350K |
| Portfolio Resources Advisor Group, Inc. | 0.35% | — | 1,661 | $349K |
| EFG International AG | 0.01% | — | 1,661 | $349K |
| Aspire Private Capital, LLC | 0.08% | No change | 1,660 | $349K |
| Sharp Wealth Advisory, LLC | 0.18% | No change | 1,658 | $349K |
| Keudell/Morrison Wealth Management | 0.07% | — | 1,654 | $348K |
| Wealth Management Partners, LLC | 0.10% | Reduce -5.6% | 1,653 | $348K |
| Belvedere Trading LLC | 0.06% | New | 1,652 | $347K |
| First Command Advisory Services, Inc. | 0.00% | Add +23.6% | 1,651 | $347K |
| S.E.E.D. Planning Group LLC | 0.10% | No change | 1,649 | $347K |
| JNBA Financial Advisors | 0.03% | Add +6.5% | 1,649 | $347K |
| Cibc World Market Inc. | 0.00% | Add +3.1% | 1,646 | $346K |
| First PREMIER Bank | 0.08% | No change | 1,644 | $346K |
| Appleton Partners Inc. | 0.02% | No change | 1,639 | $345K |
| Berkeley, Inc | 0.11% | No change | 1,636 | $344K |
| Causey Wealth LLC | 0.16% | Add +0.2% | 1,634 | $344K |
| Plancorp, LLC | 0.01% | No change | 1,632 | $343K |
| BCGM Wealth Management, LLC | 0.09% | Add +0.1% | 1,629 | $343K |
| Aerodigm Wealth, LLC | 0.13% | Reduce -1.3% | 1,629 | $343K |
| Eagle Rock Investment Company, LLC | 0.05% | Add +31.3% | 1,628 | $342K |
| Align Financial, LLC | 0.20% | — | 342,013 | $342K |
| LaFleur & Godfrey LLC | 0.04% | Reduce -3.8% | 1,626 | $342K |
| Hunter Associates Investment Management LLC | 0.05% | New | 1,630 | $342K |
| Powerhouse Assets LLC | 0.30% | — | 1,615 | $340K |
| Diversified Management Inc. | 0.08% | — | 1,615 | $340K |
| Kondo Wealth Advisors, Inc. | 0.13% | Add +0.3% | 1,613 | $339K |
| Stephenson & Company, Inc. | 0.18% | Reduce -0.6% | 1,597 | $336K |
| First Trust Advisors LP | 0.00% | Add +0.1% | 1,589 | $334K |
| Matrix Private Capital Group LLC | 0.17% | Add +0.2% | 1,588 | $334K |
| Ledyard National Bank | 0.03% | Reduce -1.3% | 1,582 | $333K |
| Evernest Financial Advisors, LLC | 0.07% | New | 1,480 | $332K |
| SageView Advisory Group, LLC | 0.01% | Reduce -0.1% | 1,576 | $331K |
| Nicholas Hoffman & Company, LLC. | 0.01% | Reduce -1.6% | 1,574 | $331K |
| Pinnacle Wealth Management Group, Inc. | 0.17% | No change | 1,570 | $330K |
| Acima Private Wealth, LLC | 0.10% | Reduce -9.9% | 1,570 | $330K |
| James J. Burns & Company, LLC | 0.05% | Reduce -5.2% | 1,570 | $330K |
| Cordgrass Capital Advisors, LLC | 0.08% | Reduce -9.1% | 1,559 | $328K |
| Watchman Group, Inc. | 0.08% | No change | 1,558 | $328K |
| Trust Co | 0.03% | Add +1.7% | 1,557 | $327K |
| Baring Financial LLC | 0.20% | Reduce -59.8% | 1,556 | $327K |
| Vanguard Personalized Indexing Management, LLC | 0.00% | Reduce -14.9% | 1,555 | $327K |
| Stonehearth Capital Management, LLC | 0.12% | No change | 1,553 | $327K |
| Doliver Advisors, LP | 0.08% | No change | 1,550 | $326K |
| Journey Advisory Group, LLC | 0.03% | Reduce -23.0% | 1,550 | $326K |
| King Wealth Management Group | 0.04% | Reduce -3.8% | 1,548 | $326K |
| JB Capital LLC | 0.01% | Add +38.9% | 1,549 | $326K |
| Point Windward Advisors Inc. | 0.16% | No change | 1,549 | $326K |
| Franklin, Parlapiano, Turner & Welch, LLC | 0.08% | No change | 1,485 | $325K |
| Balentine LLC | 0.01% | Add +2.9% | 1,546 | $325K |
| McClarren Financial Advisors, Inc. | 0.19% | Reduce -16.2% | 1,478 | $325K |
| Alley Investment Management Company, LLC | 0.04% | New | 1,545 | $325K |
| Ewa, LLC | 0.08% | Add +0.5% | 1,542 | $324K |
| Single Point Partners, LLC | 0.06% | Reduce -15.9% | 1,530 | $322K |
| Csenge Advisory Group | 0.01% | Add +9.7% | 1,528 | $321K |
| CFG Wealth Management Services, Inc. | 0.30% | — | 1,527 | $321K |
| Smith Salley Wealth Management | 0.02% | Add +0.5% | 1,525 | $321K |
| Trust Co. of Toledo NA | 0.03% | No change | 1,522 | $320K |
| Valley Wealth Managers, Inc. | 0.02% | New | 1,511 | $318K |
| EdgeRock Capital LLC | 0.08% | Reduce -1.2% | 1,509 | $317K |
| Private Wealth Partners, LLC | 0.02% | No change | 1,509 | $317K |
| Pinnacle Wealth Management Advisory Group, LLC | 0.02% | Add +0.1% | 1,506 | $317K |
| Abner Herrman & Brock LLC | 0.03% | No change | 1,500 | $316K |
| Boreal Capital Management LLC | 0.29% | No change | 1,500 | $316K |
| Thompson Investment Management, Inc. | 0.04% | No change | 1,500 | $316K |
| Wealth Architects, LLC | 0.03% | No change | 1,497 | $315K |
| Wharton Business Group, LLC | 0.01% | No change | 1,496 | $315K |
| Baker Ellis Asset Management LLC | 0.04% | Reduce -6.4% | 1,486 | $313K |
| Easterly Investment Partners LLC | 0.02% | No change | 1,484 | $312K |
| Stockman Wealth Management, Inc. | 0.04% | No change | 1,475 | $310K |
| Maseco LLP | 0.01% | New | 1,474 | $310K |
| Cardinal Point Capital Management ULC | 0.02% | Reduce -1.8% | 1,458 | $307K |
| Bluespring Wealth Management, LLC | 0.03% | Add +30.5% | 1,456 | $306K |
| Permanens Capital L.P. | 0.04% | Add +0.5% | 1,456 | $306K |
| Principle Wealth Partners LLC | 0.02% | Reduce -10.3% | 1,453 | $306K |
| Liberty Wealth Management LLC | 0.04% | Reduce -6.6% | 1,449 | $305K |
| Moody LYNN Lieberson & Walker, LLC | 0.02% | No change | 1,449 | $305K |
| Financial Alternatives, Inc | 0.18% | New | 1,436 | $302K |
| Arlington Financial Advisors, LLC | 0.04% | No change | 1,434 | $302K |
| Keb Asset Management, LLC | 0.06% | Reduce -12.4% | 1,432 | $301K |
| Campion Asset Management | 0.21% | Reduce -21.5% | 1,427 | $300K |
| Praetorian Wealth Management, Inc. | 0.06% | New | 1,425 | $300K |
| IFG Advisors, LLC | 0.05% | Reduce -15.0% | 1,424 | $300K |
| Verus Wealth Management, LLC | 0.28% | No change | 1,424 | $300K |
| Sollinda Capital Management LLC | 0.08% | No change | 1,423 | $299K |
| Foundry Financial Group, Inc. | 0.15% | New | 1,422 | $299K |
| Watershed Private Wealth LLC | 0.09% | No change | 1,422 | $299K |
| Bright Futures Wealth Management, LLC. | 0.22% | No change | 1,419 | $298K |
| Roberts Glore & Co. Inc. | 0.08% | No change | 1,417 | $298K |
| Traynor Capital Management, Inc. | 0.02% | Add +6.1% | 1,416 | $298K |
| WealthTrust Axiom LLC | 0.08% | No change | 1,414 | $297K |
| Chilton Investment Co. Inc. | 0.01% | New | 1,413 | $297K |
| Wilkins Miller Wealth Management, LLC | 0.18% | No change | 1,412 | $297K |
| Ground Swell Capital, LLC | 0.61% | Reduce -51.8% | 1,411 | $297K |
| Net Worth Advisory Group | 0.06% | New | 1,402 | $295K |
| Wealthfront Advisers LLC | 0.00% | Reduce -22.6% | 1,401 | $295K |
| Mechanics Bank Trust Department | 0.04% | No change | 1,400 | $294K |
| ORBA Wealth Advisors, L.L.C. | 0.26% | New | 1,399 | $294K |
| Summit Investment Advisory Services, LLC | 0.11% | No change | 1,399 | $294K |
| Northwest Quadrant Wealth Management, LLC | 0.06% | Add +0.5% | 1,396 | $294K |
| Gemmer Asset Management LLC | 0.02% | Reduce -0.8% | 1,387 | $292K |
| Crumly & Associates Inc. | 0.06% | Reduce -0.2% | 1,383 | $291K |
| Catalyst Financial Partners LLC | 0.03% | Reduce -0.4% | 1,381 | $290K |
| Selective Wealth Management, Inc. | 0.09% | No change | 1,324 | $290K |
| Formidable Asset Management, LLC | 0.04% | No change | 1,425 | $290K |
| GreatBanc Trust CO | 0.20% | No change | 1,379 | $290K |
| 3Chopt Investment Partners, LLC | 0.06% | Add +73.8% | 1,378 | $290K |
| NBT Bank, N.A. | 0.02% | No change | 1,375 | $289K |
| HM Payson & Co. | 0.00% | Add +2.8% | 1,366 | $287K |
| LifeWealth Investments, LLC | 0.09% | Add +27.5% | 1,366 | $287K |
| Granite Bay Wealth Management, LLC | 0.07% | Reduce -0.4% | 1,364 | $287K |
| Horst & Graben Wealth Management LLC | 0.04% | Reduce -1.2% | 1,362 | $287K |
| Cornerstone Management, Inc. | 0.05% | No change | 1,358 | $286K |
| BCS Wealth Management | 0.03% | New | 1,358 | $286K |
| Donaldson Capital Management, LLC | 0.01% | No change | 1,353 | $285K |
| Sterling Investment Counsel, LLC | 0.08% | No change | 1,348 | $284K |
| Proactive Wealth Strategies LLC | 0.11% | Add +0.1% | 1,347 | $283K |
| Fermata Advisors, LLC | 0.07% | Add +0.1% | 1,346 | $283K |
| Keebeck Wealth Management | 0.03% | No change | 1,340 | $282K |
| Tritonpoint Wealth, LLC | 0.03% | Reduce -24.6% | 1,340 | $282K |
| EnRich Financial Partners LLC | 0.08% | Reduce -4.9% | 1,339 | $282K |
| Van Diest Capital, LLC | 0.42% | — | 1,338 | $281K |
| Members Wealth LLC | 0.18% | No change | 1,284 | $281K |
| Pillar Financial Advisors, LLC | 0.17% | No change | 1,337 | $281K |
| Equita Financial Network, Inc. | 0.08% | No change | 1,334 | $281K |
| Signature Wealth Management Partners, LLC | 0.14% | Add +0.5% | 1,325 | $279K |
| Sicart Associates LLC | 0.07% | No change | 1,317 | $277K |
| Lansing Street Advisors | 0.07% | Add +0.4% | 1,316 | $277K |
| Clear Harbor Asset Management, LLC | 0.02% | New | 1,316 | $277K |
| Howe & Rusling Inc. | 0.02% | Add +267.8% | 1,313 | $276K |
| Tanglewood Wealth Management, Inc. | 0.03% | Add +24.2% | 1,313 | $276K |
| Symphony Financial, Ltd. Co. | 0.04% | New | 1,298 | $275K |
| Legacy Financial Advisors, Inc. | 0.04% | New | 1,308 | $275K |
| Red Lighthouse Investment Management, LLC | 0.10% | No change | 1,308 | $275K |
| MorganRosel Wealth Management, LLC | 0.07% | No change | 1,307 | $275K |
| Kastel Capital Advisors, LLC | 0.17% | — | 1,303 | $274K |
| Lakeridge Wealth Management LLC | 0.12% | Reduce -9.1% | 1,299 | $273K |
| NerdWallet Wealth Partners, LLC | 0.12% | No change | 1,293 | $272K |
| Allium Financial Advisors, LLC | 0.22% | No change | 1,291 | $272K |
| Gallagher Fiduciary Advisors, LLC | 0.01% | New | 1,291 | $271K |
| MTM Investment Management, LLC | 0.09% | Add +0.1% | 1,281 | $269K |
| Raab & Moskowitz Asset Management LLC | 0.06% | No change | 1,279 | $269K |
| Sunbelt Securities, Inc. | 0.02% | Reduce -26.9% | 1,279 | $269K |
| S.A. Mason LLC | 0.11% | No change | 1,277 | $269K |
| Orion Capital Management LLC | 0.09% | No change | 1,274 | $268K |
| RMR Capital Management, LLC | 0.19% | No change | 1,273 | $268K |
| Christensen, King & Associates Investment Services, Inc. | 0.11% | Reduce -4.5% | 1,270 | $267K |
| Persium Advisors, LLC | 0.19% | No change | 1,269 | $267K |
| Crews Bank & Trust | 0.04% | No change | 1,269 | $267K |
| Planwiser Financial, LLC | 0.20% | Reduce -17.3% | 1,217 | $267K |
| PDS Planning, Inc | 0.02% | Add +0.2% | 1,268 | $267K |
| Old North State Trust, LLC | 0.16% | No change | 1,266 | $266K |
| Oak Family Advisors, LLC | 0.08% | Reduce -1.3% | 1,263 | $266K |
| Van Den Berg Management I, Inc. | 0.06% | New | 1,256 | $264K |
| Hantz Financial Services, Inc. | 0.00% | Add +354.9% | 1,251 | $263K |
| Penobscot Investment Management Company, Inc. | 0.02% | No change | 1,245 | $262K |
| Alpha Cubed Investments, LLC | 0.01% | Reduce -0.5% | 1,241 | $261K |
| Parr McKnight Wealth Management Group, LLC | 0.03% | No change | 1,239 | $261K |
| FourThought Financial Partners, LLC | 0.02% | Reduce -0.2% | 1,238 | $260K |
| Retirement Solution LLC | 0.06% | Add +6.9% | 1,237 | $260K |
| Lebenthal Global Advisors, LLC | 0.04% | Add +6.5% | 1,236 | $260K |
| QTR Family Wealth, LLC | 0.11% | Reduce -0.4% | 1,158 | $260K |
| Daymark Wealth Partners, LLC | 0.01% | Add +2.2% | 1,234 | $260K |
| Atwood & Palmer Inc. | 0.01% | No change | 1,234 | $260K |
| Fort Washington Investment Advisors Inc. | 0.00% | Reduce -2.4% | 1,230 | $259K |
| Pecaut & Co. | 0.08% | Reduce -0.2% | 1,228 | $258K |
| Founders Financial Securities LLC | 0.02% | New | 1,226 | $258K |
| Washington Trust Advisors, Inc. | 0.02% | Reduce -61.9% | 1,226 | $258K |
| Kohmann Bosshard Financial Services, LLC | 0.02% | New | 1,226 | $258K |
| Barnes Pettey Financial Advisors, LLC | 0.13% | No change | 1,223 | $257K |
| USAdvisors Wealth Management, LLC | 0.08% | Add +2.2% | 1,225 | $257K |
| Greenhouse Wealth Management, LLC | 0.15% | Add +0.4% | 1,221 | $257K |
| Alliance Wealth Advisors, LLC | 0.12% | No change | 1,218 | $256K |
| Elevation Wealth Partners, LLC | 0.09% | Add +332.4% | 1,215 | $256K |
| Security National Bank of So Dak | 0.13% | New | 1,214 | $255K |
| Commons Capital, LLC | 0.18% | Add +0.2% | 1,212 | $255K |
| Frank, Rimerman Advisors LLC | 0.02% | No change | 1,208 | $254K |
| Heritage Wealth Management, Inc. | 0.16% | Reduce -0.2% | 1,207 | $254K |
| Pines Wealth Management, LLC | 0.08% | No change | 1,205 | $253K |
| Trilogy Capital Inc. | 0.01% | No change | 1,201 | $253K |
| Missouri Trust & Investment Co | 0.07% | No change | 1,200 | $252K |
| True Link Financial Advisors, LLC | 0.02% | Add +7.7% | 1,195 | $251K |
| Northstar Asset Management Inc. | 0.06% | Add +0.5% | 1,190 | $250K |
| Timonier Family Office, LTD. | 0.08% | No change | 1,189 | $250K |
| Cozad Asset Management Inc. | 0.02% | Reduce -7.5% | 1,187 | $250K |
| Alpha Financial Partners LLC | 0.15% | Add +0.5% | 1,181 | $248K |
| Monument Group Wealth Advisors, LLC | 0.13% | No change | 1,175 | $247K |
| Investor's Fiduciary Advisor Network, LLC | 0.05% | New | 1,179 | $247K |
| 180 Wealth Advisors, LLC | 0.03% | Reduce -0.3% | 1,172 | $246K |
| Commonwealth Retirement Investments LLC | 0.08% | No change | 1,166 | $245K |
| Financial Advisory Corp | 0.04% | No change | 1,165 | $245K |
| Sharper & Granite LLC | 0.09% | No change | 1,159 | $244K |
| Falcon Wealth Planning | 0.02% | Add +0.1% | 1,159 | $244K |
| Novem Group | 0.03% | Add +0.5% | 1,156 | $243K |
| Legacy Capital Group California, Inc. | 0.06% | New | 1,151 | $242K |
| SP Asset Management LLC | 0.02% | Add +0.5% | 1,151 | $242K |
| Patten & Patten Inc. | 0.01% | Add +0.1% | 1,149 | $242K |
| Legacy Wealth Asset Management, LLC | 0.06% | New | 1,148 | $241K |
| Patriot Investment Management Group, Inc. | 0.02% | No change | 1,146 | $241K |
| Beaird Harris Wealth Management, LLC | 0.02% | Reduce -16.8% | 1,143 | $240K |
| Jackson Thornton Wealth Management, LLC | 0.02% | No change | 1,106 | $240K |
| SK Wealth Management, LLC | 0.07% | Reduce -14.1% | 1,087 | $239K |
| FSM Wealth Advisors, LLC | 0.03% | No change | 1,135 | $239K |
| Millennium Capital Advisors, LLC | 0.14% | No change | 1,134 | $239K |
| Northern Financial Advisors Inc | 0.27% | No change | 1,134 | $239K |
| Harmony Asset Management LLC | 0.08% | No change | 1,132 | $238K |
| Addison Advisors LLC | 0.05% | Reduce -14.7% | 1,132 | $238K |
| Englebert Financial Advisers, LLC | 0.27% | — | 1,131 | $238K |
| Collaborative Wealth Managment Inc. | 0.08% | Reduce -0.4% | 1,126 | $237K |
| Manning & Napier Advisors LLC | 0.00% | Add +121.2% | 1,117 | $237K |
| Elwood & Goetz Wealth Advisory Group, LLC | 0.04% | Reduce -5.0% | 1,124 | $236K |
| Tandemgrowth Financial Advisors LLC | 0.21% | — | 1,123 | $236K |
| Investment Research Partners LLC | 0.10% | Reduce -0.3% | 1,114 | $234K |
| CDKV Holdings LLC | 0.20% | — | 1,111 | $234K |
| Tempo Wealth, LLC | 0.04% | — | 1,110 | $233K |
| Insight Wealth Strategies, LLC | 0.03% | Add +0.1% | 1,105 | $232K |
| Kathmere Capital Management, LLC | 0.02% | No change | 1,103 | $232K |
| Barnes Wealth Management Group, Inc | 0.12% | Add +0.2% | 1,100 | $231K |
| V2 Financial group LLC | 0.11% | No change | 1,100 | $231K |
| Nvwm, LLC | 0.05% | No change | 1,100 | $231K |
| Old Port Advisors | 0.06% | New | 1,098 | $231K |
| Braun Stacey Associates Inc. | 0.01% | Reduce -3.2% | 1,098 | $231K |
| KilterHowling LLC | 0.12% | Add +0.5% | 1,090 | $229K |
| Stone Summit Wealth LLC | 0.06% | No change | 1,086 | $228K |
| Inspire Advisors, LLC | 0.02% | Reduce -2.2% | 1,085 | $228K |
| Values Added Financial LLC | 0.10% | No change | 1,083 | $228K |
| Roundview Capital LLC | 0.01% | No change | 1,082 | $228K |
| Garden State Investment Advisory Services LLC | 0.05% | New | 1,079 | $227K |
| Advyzon Investment Management, LLC | 0.03% | No change | 1,078 | $227K |
| First Bancorp, Inc | 0.12% | New | 1,077 | $227K |
| Headland Capital, LLC | 0.06% | Reduce -4.3% | 1,070 | $225K |
| High Net Worth Advisory Group LLC | 0.05% | No change | 1,070 | $225K |
| West Financial Advisors, LLC | 0.04% | No change | 1,070 | $225K |
| Laurel Wealth Advisors LLC | 0.03% | New | 1,070 | $225K |
| Manuka Financial, LLC | 0.14% | No change | 1,068 | $225K |
| Chicago Capital, LLC | 0.01% | No change | 1,068 | $225K |
| Vaughan David Investments LLC | 0.00% | No change | 1,063 | $224K |
| SteelPeak Wealth, LLC | 0.01% | Reduce -30.6% | 1,063 | $224K |
| Convergence Financial, LLC | 0.03% | No change | 1,062 | $223K |
| Armstrong, Fleming & Moore, Inc | 0.10% | Add +0.4% | 1,061 | $223K |
| Tandem Capital Management Corp. | 0.10% | No change | 1,055 | $222K |
| Builder Investment Group Inc. | 0.05% | No change | 1,055 | $222K |
| Mountain Pacific Investment Advisers LLC | 0.04% | No change | 1,050 | $221K |
| Luken Investment Analytics, LLC | 0.09% | No change | 1,047 | $220K |
| Meridian Financial Partners LLC | 0.09% | No change | 1,002 | $220K |
| Richard P Slaughter Associates Inc | 0.05% | No change | 1,042 | $219K |
| Millstone Evans Group, LLC | 0.13% | Add +20.8% | 1,039 | $219K |
| Robinswood Financial LLC | 0.07% | Add +0.3% | 1,036 | $218K |
| Schneider Downs Wealth Management Advisors, LP | 0.02% | Reduce -2.1% | 1,032 | $217K |
| Thoroughbred Financial Services, LLC | 0.01% | No change | 1,033 | $217K |
| Lakeshore Financial Planning, Inc. | 0.08% | Add +0.2% | 1,029 | $216K |
| Private Wealth Management Group, LLC | 0.06% | Add +328.3% | 1,028 | $216K |
| Clarity Wealth Advisors, LLC | 0.04% | No change | 1,028 | $216K |
| Heritage Family Offices, LLP | 0.10% | No change | 1,025 | $216K |
| West Paces Advisors Inc. | 0.04% | Add +92.8% | 1,024 | $215K |
| Beacon Bank & Trust | 0.04% | Reduce -10.6% | 1,022 | $215K |
| Capital Advisors Inc. | 0.00% | No change | 1,022 | $215K |
| Hurley Capital, LLC | 0.12% | Add +0.5% | 1,022 | $215K |
| TFC Financial Management, Inc. | 0.03% | No change | 1,021 | $215K |
| Maple Capital Management, Inc. | 0.01% | New | 1,018 | $214K |
| Tilson Financial Group, Inc. | 0.07% | Add +0.1% | 1,017 | $214K |
| Fiera Capital Corp | 0.00% | No change | 1,016 | $214K |
| Cannon Financial Strategists, Inc. | 0.03% | No change | 1,015 | $214K |
| Founders Capital Management | 0.11% | No change | 1,007 | $212K |
| CSS LLC | 0.04% | No change | 1,007 | $212K |
| Valpey Financial Services, LLC | 0.14% | Add +0.1% | 1,007 | $212K |
| Neumann Capital Management, LLC | 0.06% | No change | 1,006 | $212K |
| Inspirion Wealth Advisors, LLC | 0.03% | New | 1,004 | $211K |
| Lighthouse Financial LLC | 0.14% | No change | 1,004 | $211K |
| Country Trust Bank | 0.00% | No change | 1,003 | $211K |
| MLP3, LLC | 0.23% | — | 1,002 | $211K |
| Gordian Advisors LLC | 0.14% | Reduce -22.6% | 1,001 | $210K |
| Ballast Rock Private Wealth LLC | 0.13% | — | 1,000 | $210K |
| First City Capital Management, Inc. | 0.11% | No change | 1,000 | $210K |
| Burns J W & Co. Inc. | 0.02% | No change | 1,000 | $210K |
| Voisard Asset Management Group, Inc. | 0.05% | No change | 998 | $210K |
| Tull Financial Group, Inc. | 0.09% | No change | 996 | $209K |
| Bluesphere Advisors LLC | 0.09% | Add +0.4% | 990 | $208K |
| Wilson & Boucher Capital Management, LLC | 0.14% | No change | 985 | $207K |
| Monument Capital Management | 0.05% | New | 981 | $206K |
| Columbia Asset Management | 0.04% | New | 980 | $206K |
| Laffer Tengler Investments, Inc. | 0.04% | New | 979 | $206K |
| Howland Capital Management LLC | 0.01% | New | 979 | $206K |
| Guerra Pan Advisors, LLC | 0.12% | Reduce -4.8% | 978 | $206K |
| Connable Office Inc. | 0.02% | New | 975 | $205K |
| Sacks & Associates, LLC | 0.15% | — | 974 | $205K |
| Allen Mooney & Barnes Investment Advisors LLC | 0.03% | New | 971 | $204K |
| Alongside, LLC | 0.07% | — | 971 | $204K |
| Valtrion Capital Management, LLC | 0.20% | New | 969 | $204K |
| Drake & Associates, LLC | 0.04% | New | 965 | $203K |
| City State Bank | 0.06% | Add +15.6% | 962 | $202K |
| Howard Wealth Management, LLC | 0.09% | New | 960 | $202K |
| Vision Capital Management, Inc. | 0.02% | New | 958 | $202K |
| Manchester Financial Inc. | 0.04% | New | 957 | $201K |
| Princeton Global Asset Management LLC | 0.03% | New | 955 | $201K |
| Grandfield & Dodd, LLC | 0.01% | Reduce -23.9% | 955 | $201K |
| TD Waterhouse Canada Inc. | 0.00% | Add +38.4% | 955 | $201K |
| Seneschal Advisors, LLC | 0.15% | No change | 953 | $200K |
| Granite FO LLC | 0.10% | Add +0.2% | 913 | $192K |
| Copia Wealth Management | 0.14% | No change | 909 | $191K |
| West Branch Capital LLC | 0.05% | No change | 900 | $189K |
| IAG Wealth Partners, LLC | 0.02% | Add +0.6% | 884 | $186K |
| Birchwood Financial Partners, Inc. | 0.18% | — | 882 | $185K |
| Sound Income Strategies, LLC | 0.01% | Add +0.8% | 838 | $183K |
| Medallion Wealth Advisors, LLC | 0.06% | No change | 872 | $183K |
| NFSG Corp | 0.03% | Add +0.3% | 869 | $183K |
| Strategic Wealth Partners, Ltd. | 0.01% | Add +6.3% | 867 | $182K |
| Lowe Brockenbrough & Co. Inc. | 0.01% | Reduce -76.9% | 864 | $182K |
| WealthCollab, LLC | 0.07% | No change | 863 | $181K |
| SIMA Wealth Partners, LLC | 0.14% | No change | 858 | $181K |
| CoreFirst Bank & Trust | 0.10% | Add +5.2% | 854 | $180K |
| KERR FINANCIAL PLANNING Corp | 0.24% | Add +0.1% | 785 | $174K |
| Pin Oak Investment Advisors Inc. | 0.12% | Reduce -24.9% | 753 | $169K |
| Advocate Investing Services LLC | 0.15% | — | 800 | $168K |
| TrustBank | 0.07% | — | 800 | $168K |
| Marshall & Sterling Wealth Advisors Inc. | 0.11% | Reduce -28.1% | 779 | $164K |
| DB Fitzpatrick & Co, Inc | 0.14% | No change | 765 | $161K |
| Moisand Fitzgerald Tamayo, LLC | 0.02% | No change | 763 | $160K |
| Cornerstone Planning Group LLC | 0.03% | Reduce -30.7% | 730 | $160K |
| Greykasell Wealth Strategies, Inc. | 0.06% | Add +0.5% | 757 | $159K |
| Centaurus Financial, Inc. | 0.01% | Reduce -7.6% | 751 | $158K |
| Evelyn Partners Asset Management Ltd | 0.04% | No change | 747 | $157K |
| First Pacific Financial | 0.02% | Add +0.1% | 741 | $156K |
| Keating Financial Advisory Services, Inc. | 0.02% | — | 740 | $156K |
| Wealth Watch Advisors, INC | 0.06% | Add +30.8% | 731 | $154K |
| Hills Bank & Trust Co | 0.01% | No change | 725 | $152K |
| Union Savings Bank | 0.06% | — | 708 | $149K |
| SYM FINANCIAL Corp | 0.01% | Add +31.9% | 695 | $146K |
| Ares Financial Consulting, LLC | 0.14% | — | 679 | $143K |
| Ariel Investments | 0.00% | New | 668 | $141K |
| Vestor Capital, LLC | 0.01% | Add +147.3% | 1,630 | $139K |
| Pacifica Partners Inc. | 0.06% | No change | 655 | $139K |
| Sellwood Investment Partners LLC | 0.05% | No change | 660 | $139K |
| High Point Wealth Management, LLC | 0.13% | — | 659 | $139K |
| Caldwell Sutter Capital, Inc. | 0.06% | No change | 649 | $137K |
| Creative Financial Designs Inc. | 0.01% | No change | 629 | $132K |
| MilWealth Group LLC | 0.03% | No change | 618 | $130K |
| Schroder Investment Management Group | 0.00% | Reduce -62.5% | 600 | $126K |
| Catherine Avery Investment Management LLC | 0.07% | No change | 592 | $125K |
| SHP Wealth Management | 0.01% | — | 587 | $124K |
| Morgan Dempsey Capital Management LLC | 0.06% | Add +5.4% | 588 | $124K |
| Windsor Advisory Group, LLC | 0.11% | Reduce -52.7% | 586 | $123K |
| Wolff Wiese Magana LLC | 0.07% | No change | 583 | $123K |
| Palouse Capital Management, Inc. | 0.08% | No change | 577 | $121K |
| United Community Bank | 0.05% | Add +16.9% | 575 | $121K |
| Avalon Trust Co | 0.01% | No change | 558 | $117K |
| S&T Bank | 0.04% | No change | 550 | $116K |
| ESL Trust Services, LLC | 0.02% | No change | 536 | $113K |
| Provident Wealth Management, LLC | 0.03% | No change | 516 | $109K |
| Jackson Hole Capital Partners, LLC | 0.02% | No change | 497 | $105K |
| Arcadia Investment Advisors LLC | 0.05% | No change | 483 | $102K |
| Wealth Enhancement Trust Services, Inc. | 0.01% | — | 480 | $101K |
| Capital Investment Counsel, Inc | 0.01% | New | 475 | $100K |
| Collier Financial | 0.07% | Reduce -8.7% | 474 | $100K |
| Cherry Tree Wealth Management, LLC | 0.02% | No change | 472 | $99K |
| Bernard Wealth Management Corp. | 0.04% | No change | 467 | $98K |
| Coston, McIsaac & Partners | 0.02% | New | 470 | $98K |
| Tompkins Financial Corp. | 0.01% | No change | 462 | $97K |
| Cape Investment Advisory, Inc. | 0.03% | Add +9020.0% | 456 | $96K |
| TD Capital Management LLC | 0.01% | No change | 454 | $95K |
| Cornerstone Financial Management LLC | 0.09% | — | 445 | $94K |
| Concord Wealth Partners | 0.01% | Add +0.7% | 439 | $92K |
| Signature Equity Partners, LLC | 0.05% | — | 439 | $92K |
| Abound Wealth Management | 0.02% | Add +74.9% | 432 | $91K |
| Noble Wealth Management PBC | 0.04% | No change | 400 | $84K |
| Field & Main Bank | 0.02% | No change | 400 | $84K |
| Glassy Mountain Advisors, Inc. | 0.03% | No change | 396 | $83K |
| Smithfield Trust Co | 0.00% | No change | 390 | $82K |
| Wellington Grp LLC | 0.03% | — | 389 | $82K |
| IFS Advisors, LLC | 0.04% | No change | 383 | $81K |
| Signature Resources Capital Management, LLC | 0.04% | New | 382 | $80K |
| Investors Research Corp | 0.01% | No change | 378 | $80K |
| SRH Advisors, LLC | 0.02% | No change | 370 | $78K |
| Register Financial Advisors LLC | 0.03% | Reduce -55.9% | 367 | $77K |
| Atlantic Private Wealth, LLC | 0.05% | No change | 364 | $77K |
| Caldwell Trust Co | 0.01% | No change | 358 | $75K |
| Topsail Wealth Management, LLC | 0.01% | No change | 349 | $73K |
| New Millennium Group LLC | 0.03% | Reduce -14.0% | 344 | $72K |
| Westside Investment Management, Inc. | 0.01% | No change | 344 | $72K |
| Raleigh Capital Management Inc. | 0.03% | New | 339 | $71K |
| Federated Hermes, Inc. | 0.00% | Add +66.0% | 332 | $70K |
| Financial Consulate, Inc. | 0.01% | Add +13.4% | 329 | $69K |
| McGuire Capital Advisors Inc. | 0.04% | — | 318 | $67K |
| Towne Trust Company, N.A | 0.02% | New | 317 | $67K |
| Hilton Head Capital Partners, LLC | 0.04% | — | 315 | $66K |
| CNB Bank | 0.03% | No change | 305 | $64K |
| Wealth Preservation Advisors, LLC | 0.03% | No change | 304 | $64K |
| Rosenberg Matthew Hamilton | 0.01% | No change | 304 | $64K |
| Rossmore Private Capital | 0.01% | No change | 302 | $64K |
| LOM Asset Management Ltd | 0.02% | No change | 300 | $63K |
| Merrithew & Thorsten Inc | 0.07% | — | 304 | $63K |
| Halbert Hargrove Global Advisors, LLC | 0.00% | Reduce -95.4% | 296 | $62K |
| Eq Wealth Advisors, LLC | 0.04% | New | 293 | $62K |
| Piscataqua Savings Bank | 0.04% | No change | 290 | $61K |
| Longview Financial Advisors LLC | 0.03% | No change | 286 | $60K |
| Richardson Financial Services Inc. | 0.02% | No change | 285 | $60K |
| Sittner & Nelson, LLC | 0.02% | No change | 266 | $60K |
| Salomon & Ludwin, LLC | 0.01% | Reduce -5.0% | 269 | $58K |
| Atlantic Edge Private Wealth Management, LLC | 0.01% | No change | 271 | $57K |
| North Star Investment Management Corp. | 0.00% | No change | 269 | $57K |
| Bear Mountain Capital, Inc. | 0.02% | Reduce -0.4% | 256 | $56K |
| Caitlin John, LLC | 0.04% | No change | 260 | $55K |
| MGB Wealth Management, LLC | 0.02% | Add +0.8% | 255 | $54K |
| HHM Wealth Advisors, LLC | 0.01% | No change | 254 | $53K |
| Tidemark, LLC | 0.01% | No change | 244 | $51K |
| Triumph Capital Management | 0.01% | New | 243 | $51K |
| Financial Gravity Asset Management, Inc. | 0.01% | No change | 242 | $51K |
| Global Trust Asset Management, LLC | 0.02% | Reduce -85.8% | 236 | $50K |
| Rossby Financial, LCC | 0.02% | New | 232 | $49K |
| Quaker Wealth Management, LLC | 0.02% | Add +0.4% | 231 | $49K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -99.2% | 231 | $49K |
| Valley National Advisers Inc. | 0.01% | No change | 224 | $47K |
| Dunhill Financial, LLC | 0.01% | Reduce -77.8% | 223 | $47K |
| Richardson Capital Management LLC | 0.02% | No change | 223 | $47K |
| Financial Perspectives, Inc | 0.01% | Add +0.5% | 222 | $47K |
| Prestige Wealth Management Group LLC | 0.01% | No change | 201 | $42K |
| Aberdeen Wealth Management LLC | 0.02% | No change | 200 | $42K |
| Creative Capital Management Investments LLC | 0.01% | No change | 200 | $42K |
| one8zero8, LLC | 0.01% | No change | 200 | $42K |
| Camelot Portfolios, LLC | 0.03% | New | 197 | $41K |
| Peachtree Investment Partners, LLC | 0.01% | Reduce -20.8% | 191 | $40K |
| Key Capital Management, INC | 0.04% | — | 190 | $40K |
| Davis Capital Management | 0.03% | No change | 189 | $40K |
| VSM Wealth Advisory, LLC | 0.01% | No change | 185 | $39K |
| Peoples Financial Services Corp. | 0.02% | No change | 185 | $39K |
| Pursuit Wealth Strategies, LLC | 0.05% | — | 184 | $39K |
| SJS Investment Consulting Inc. | 0.00% | No change | 183 | $38K |
| Vision Retirement, LLC | 0.01% | — | 178 | $37K |
| Center for Financial Planning, Inc. | 0.00% | No change | 176 | $37K |
| Bellevue Asset Management, LLC | 0.01% | Add +16.7% | 175 | $37K |
| Access Investment Management LLC | 0.01% | No change | 180 | $37K |
| Eagle Bay Advisors LLC | 0.03% | New | 169 | $36K |
| Mb, Levis & Associates, LLC | 0.01% | No change | 164 | $34K |
| New England Capital Financial Advisors LLC | 0.01% | No change | 162 | $34K |
| Three Bearings Fiduciary Advisors, Inc. | 0.03% | — | 154 | $34K |
| Delta Asset Management LLC | 0.00% | No change | 160 | $34K |
| Holos Integrated Wealth LLC | 0.02% | No change | 147 | $31K |
| Grand Wealth Management, LLC | 0.01% | New | 148 | $31K |
| Heritage Wealth Advisors | 0.00% | New | 146 | $31K |
| Avion Wealth | 0.01% | No change | 144 | $30K |
| Versant Capital Management, Inc | 0.00% | No change | 138 | $29K |
| TCTC Holdings, LLC | 0.00% | No change | 136 | $29K |
| Richards, Merrill & Peterson, Inc. | 0.01% | No change | 135 | $28K |
| Armor Investment Advisors, LLC | 0.01% | No change | 135 | $28K |
| Private Wealth Asset Management, LLC | 0.00% | No change | 135 | $28K |
| IFC & Insurance Marketing, Inc. | 0.03% | — | 132 | $28K |
| Bell Investment Advisors, Inc | 0.00% | No change | 129 | $27K |
| Flagship Wealth Advisors, LLC | 0.01% | No change | 128 | $27K |
| Morton Brown Family Wealth, LLC | 0.01% | No change | 127 | $27K |
| Mark Sheptoff Financial Planning, LLC | 0.01% | No change | 126 | $27K |
| C M Bidwell & Associates Ltd. | 0.01% | No change | 124 | $26K |
| Tanaka Capital Management Inc. | 0.05% | No change | 123 | $26K |
| Syntax Research, Inc. | 0.02% | No change | 122 | $26K |
| Reyes Financial Architecture, Inc. | 0.02% | New | 121 | $25K |
| MPWM Advisory Solutions, LLC | 0.01% | Reduce -33.5% | 119 | $25K |
| Twin Lakes Capital Management, LLC | 0.01% | No change | 119 | $25K |
| Motiv8 Investments LLC | 0.01% | New | 115 | $24K |
| N.E.W. Advisory Services LLC | 0.00% | Add +1300.0% | 112 | $24K |
| Fiduciary Advisors, Inc. | 0.02% | No change | 108 | $23K |
| Frazier Financial Advisors, LLC | 0.01% | No change | 108 | $23K |
| POM Investment Strategies, LLC | 0.01% | No change | 106 | $22K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.01% | New | 106 | $22K |
| Kilter Group LLC | 0.01% | Add +1.0% | 104 | $22K |
| Chung Wu Investment Group, LLC | 0.02% | No change | 100 | $21K |
| Dynamic Wealth Strategies, LLC | 0.01% | Reduce -31.0% | 100 | $21K |
| Old Second National Bank of Aurora | 0.00% | Reduce -60.6% | 100 | $21K |
| Truvestments Capital LLC | 0.00% | No change | 100 | $21K |
| Cheviot Value Management, LLC | 0.00% | No change | 95 | $21K |
| Colonial Trust Advisors | 0.00% | No change | 99 | $21K |
| Wilkerson Advisory Group LLC | 0.01% | — | 98 | $21K |
| Integrity Financial Corp | 0.01% | Add +203.1% | 97 | $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 | $18K |
| Measured Wealth Private Client Group, LLC | 0.00% | No change | 77 | $16K |
| Steigerwald, Gordon & Koch Inc. | 0.00% | No change | 72 | $15K |
| Chilton Capital Management LLC | 0.00% | No change | 70 | $15K |
| Cary Street Partners Investment Advisory LLC | 0.00% | New | 67 | $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 | $14K |
| Vermillion & White Wealth Management Group, LLC | 0.01% | No change | 65 | $14K |
| HighMark Wealth Management LLC | 0.01% | No change | 62 | $13K |
| Milestone Investment Advisors LLC | 0.00% | No change | 60 | $13K |
| Ogorek Anthony Joseph /NY/ | 0.00% | No change | 60 | $12K |
| Benson Wealth Management INC | 0.01% | — | 56 | $12K |
| Nemes Rush Group LLC | 0.00% | No change | 51 | $11K |
| Intelligent Financial Strategies | 0.01% | No change | 50 | $11K |
| Valued Wealth Advisors LLC | 0.00% | No change | 50 | $11K |
| High Note Wealth, LLC | 0.00% | No change | 47 | $10K |
| Bullock Wealth Management Group | 0.00% | — | 46 | $10K |
| Physician Wealth Advisors, Inc. | 0.00% | No change | 46 | $10K |
| Bravera Wealth | 0.00% | — | 46 | $10K |
| Ransom Advisory, Ltd | 0.00% | New | 45 | $9K |
| Chapman Financial Group, LLC | 0.01% | No change | 42 | $9K |
| Bfsg, LLC | 0.00% | No change | 39 | $8K |
| Van Eck Associates Corp. | 0.00% | Reduce -9.1% | 40 | $8K |
| 10Elms LLP | 0.01% | No change | 38 | $8K |
| Evolution Wealth Management Inc. | 0.01% | No change | 36 | $8K |
| First Community Trust NA | 0.01% | No change | 36 | $8K |
| Legacy Wealth Managment, LLC | 0.00% | No change | 35 | $7K |
| Parvin Asset Management, LLC | 0.01% | New | 34 | $7K |
| Aventura Private Wealth, LLC | 0.00% | No change | 34 | $7K |
| Elevated Capital Advisors, LLC | 0.00% | New | 33 | $7K |
| Hoey Investments, Inc. | 0.00% | No change | 32 | $7K |
| Mowery & Schoenfeld Wealth Management, LLC | 0.01% | No change | 31 | $7K |
| Luminist Capital LLC | 0.01% | New | 31 | $7K |
| MidAtlantic Capital Management, Inc. | 0.00% | New | 31 | $7K |
| Modus Advisors, LLC | 0.00% | New | 30 | $6K |
| Granite Investment Partners, LLC | 0.00% | No change | 29 | $6K |
| Richard W. Paul & Associates, LLC | 0.00% | Reduce -55.7% | 27 | $6K |
| Broadwater Capital Management LLC | 0.00% | No change | 26 | $5K |
| Horizons Wealth Management | 0.00% | No change | 25 | $5K |
| Optima Capital LLC | 0.00% | New | 25 | $5K |
| Legacy Bridge, LLC | 0.00% | No change | 25 | $5K |
| Quest 10 Wealth Builders, Inc. | 0.00% | No change | 23 | $5K |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 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 |
| Daytona Street Capital LLC | 0.00% | — | 15 | $3K |
| LM Advisors LLC | 0.01% | Reduce -79.0% | 619 | $3K |
| RHL Group, LLC | 0.00% | — | 12 | $3K |
| Exchange Traded Concepts, LLC | 0.00% | Reduce -72.1% | 12 | $3K |
| Westfuller Advisors, LLC | 0.00% | No change | 11 | $2K |
| Garner Asset Management Corp | 0.00% | New | 8 | $2K |
| Alerus Financial NA | 0.00% | No change | 8 | $2K |
| Fortis Group Advisors, LLC | 0.00% | New | 7 | $1K |
| Hughes Financial Services, LLC | 0.00% | No change | 7 | $1K |
| Contravisory Investment Management, Inc. | 0.00% | No change | 4 | $841 |
| Realta Investment Advisors | 0.00% | No change | 3 | $535 |
"% 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.