iShares Russell 1000 Value EIWDETF
13F holders, Q1 2026 (March 31)1,908holders −3
110new positions
103sold out
7famous investors
$213.65avg. 13F price*
At the end of Q1 2026, 1,908 institutions reported holding iShares Russell 1000 Value E (IWD) in their 13F filings, down 3 from Q4 2025. 110 opened new positions and 103 sold out. The largest holders were Bank of America Corp. ($9.9B), Morgan Stanley ($9.0B) and Goldman Sachs Group Inc. ($2.5B). 7 famous investors held it, including Joel Greenblatt (0.1% of Gotham Asset Management's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Mario Gabelli (0.0% of GAMCO Investors's portfolio).
- Company
- iShares Russell 1000 Value E
- CUSIP
- 464287598
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 110 | $128.2M |
| Exits | 103 | $266.3M |
All 13F filers, Q4 2025 → Q1 2026: 14,308,798 shares bought and 19,603,932 shares sold, net −5,295,134 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,908 holders
| Bank of America Corp. | 0.72% | Reduce -11.7% | 46,144,498 | $9.9B |
| Morgan Stanley | 0.54% | Add +6.5% | 42,227,257 | $9.0B |
| Goldman Sachs Group Inc. | 0.33% | Add +0.6% | 11,634,553 | $2.5B |
| FMR LLC | 0.10% | Add +7.9% | 9,290,687 | $2.0B |
| JPMorgan Chase & Co. | 0.12% | Reduce -6.6% | 8,645,160 | $1.8B |
| Financial Engines Advisors L.L.C. | 3.48% | Reduce -4.7% | 8,019,224 | $1.7B |
| Envestnet Asset Management Inc. | 0.39% | Reduce -11.1% | 6,888,490 | $1.5B |
| UBS Group AG | 0.25% | Reduce -0.5% | 6,579,034 | $1.4B |
| Baird Financial Group, Inc. | 2.01% | Add +3.0% | 6,026,778 | $1.3B |
| Raymond James Financial Inc. | 0.36% | Add +2.5% | 5,512,527 | $1.2B |
| Northern Trust Corp. | 0.15% | Add +4.6% | 5,157,221 | $1.1B |
| Wells Fargo & Company | 0.21% | Reduce -14.9% | 5,014,746 | $1.1B |
| LPL Financial LLC | 0.24% | Reduce -0.1% | 4,284,792 | $915.5M |
| M&T Bank Corp | 2.66% | Add +0.3% | 3,795,390 | $811.0M |
| Prudential Financial Inc. | 0.98% | Add +9.2% | 3,736,055 | $798.3M |
| PNC Financial Services Group, Inc. | 0.42% | Reduce -4.8% | 3,385,962 | $723.5M |
| Pinnacle Financial Partners, Inc. | 5.31% | Reduce -0.6% | 3,245,825 | $693.5M |
| Jones Financial Companies LLLP | 0.27% | Add +75.2% | 2,641,153 | $554.8M |
| Jasper Ridge Partners, L.P. | 11.73% | Reduce -2.3% | 2,467,155 | $527.2M |
| Franklin Resources Inc. | 0.13% | Add +476.1% | 2,364,303 | $505.2M |
| Royal Bank of Canada | 0.09% | Reduce -12.7% | 2,217,909 | $473.9M |
| Truist Financial Corp. | 0.62% | Reduce -7.8% | 2,161,770 | $461.9M |
| GLOBALT Investments LLC / GA | 13.33% | Add +3.7% | 1,749,104 | $373.7M |
| Commonwealth Equity Services, LLC | 0.48% | Reduce -6.9% | 1,606,242 | $343.2M |
| Rockefeller Capital Management L.P. | 0.58% | Add +6.8% | 1,538,757 | $328.8M |
| Stifel Financial Corp. | 0.29% | Reduce -23.5% | 1,465,808 | $313.2M |
| Focus Partners Wealth | 0.34% | Add +0.1% | 1,414,270 | $302.3M |
| Stairway Partners, LLC | 14.74% | Add +0.6% | 1,331,364 | $284.5M |
| Natixis Advisors, LLC | 0.38% | Add +109.5% | 1,275,624 | $272.6M |
| 71 West Capital Partners | 11.88% | Add +10.8% | 1,264,328 | $270.1M |
| Cetera Investment Advisers | 0.28% | Reduce -5.1% | 1,229,673 | $262.7M |
| Ameriprise Financial Inc. | 0.06% | Reduce -14.7% | 1,192,023 | $254.8M |
| Fifth Third Bancorp | 0.47% | Add +324.3% | 1,191,768 | $254.6M |
| Citigroup Inc. | 0.15% | Reduce -12.1% | 1,098,501 | $234.7M |
| HighTower Advisors, LLC | 0.25% | Reduce -0.9% | 1,089,645 | $232.8M |
| Tiaa-Cref Individual & Institutional Services, LLC | 0.87% | — | 1,064,227 | $227.4M |
| Bank of New York Mellon Corp | 0.04% | Add +5.3% | 903,575 | $193.1M |
| Waldron Private Wealth LLC | 7.25% | Reduce -1.3% | 869,615 | $185.8M |
| Oakworth Capital, Inc. | 9.76% | Add +3.3% | 862,297 | $184.2M |
| Cerity Partners LLC | 0.25% | Add +80.3% | 815,582 | $174.3M |
| BNP Paribas Financial Markets | 0.12% | Reduce -23.4% | 806,760 | $172.4M |
| Pacific Life Fund Advisors LLC | 19.72% | Reduce -23.0% | 803,474 | $171.7M |
| US Bancorp \de | 0.21% | Reduce -2.8% | 800,890 | $171.1M |
| Victory Capital Management Inc. | 0.11% | Add +5861.4% | 780,824 | $166.8M |
| Corient Private Wealth LP | 0.24% | Reduce -4.0% | 781,926 | $166.0M |
| OpenArc Corporate Advisory, LLC | 2.29% | Add +10.9% | 747,074 | $159.6M |
| Brown Advisory Inc. | 0.26% | Add +19.2% | 738,840 | $157.9M |
| Osaic Holdings, Inc. | 0.22% | Add +16.7% | 713,313 | $152.4M |
| Commerce Bank | 0.73% | Reduce -2.6% | 706,802 | $151.0M |
| Circle Wealth Management, LLC | 2.05% | Add +0.0% | 672,670 | $143.7M |
| Dynasty Wealth Management, LLC | 1.23% | Add +66.3% | 658,371 | $140.7M |
| BlackRock, Inc. | 0.00% | Add +73.3% | 640,223 | $136.8M |
| TIAA Wealth Investment Management LLC | 1.03% | — | 645,769 | $135.2M |
| 1ST Source Bank | 6.86% | Add +1.9% | 621,889 | $132.9M |
| Stephens Inc. | 1.56% | Reduce -6.2% | 582,984 | $124.6M |
| Creative Planning | 0.08% | Reduce -0.5% | 536,891 | $114.7M |
| Wealth Enhancement Advisory Services, LLC | 0.24% | Reduce -23.6% | 497,878 | $107.3M |
| Mariner, LLC | 0.12% | Reduce -10.0% | 478,153 | $102.2M |
| Pathstone Holdings, LLC | 0.40% | Reduce -3.9% | 469,622 | $100.3M |
| Northwestern Mutual Wealth Management Co. | 0.06% | Add +2.5% | 460,764 | $98.5M |
| Captrust Financial Advisors | 0.16% | Add +5.2% | 435,644 | $93.1M |
| Cullen/Frost Bankers, Inc. | 1.06% | Add +7.9% | 435,078 | $93.0M |
| Stephens Group Asset Management, LLC | 5.87% | Add +0.1% | 431,178 | $92.1M |
| Bank of Nova Scotia | 0.16% | Reduce -1.9% | 425,570 | $90.9M |
| Cassaday & Co Wealth Management LLC | 1.90% | Reduce -1.1% | 417,951 | $89.3M |
| Equitable Holdings, Inc. | 0.56% | Reduce -5.2% | 343,631 | $87.0M |
| Choreo, LLC | 1.06% | Add +1.1% | 402,812 | $86.1M |
| MML Investors Services, LLC | 0.24% | Reduce -11.9% | 401,072 | $85.7M |
| Equity Investment Corp. | 1.68% | Reduce -21.8% | 400,595 | $85.6M |
| Cedar Mountain Advisors, LLC | 16.51% | Reduce -1.8% | 395,176 | $84.4M |
| Marquette Asset Management, LLC | 12.61% | Add +2.6% | 393,580 | $84.1M |
| Steward Partners Investment Advisory, LLC | 0.41% | Add +22.8% | 380,721 | $81.3M |
| Landaas & Co. /Wi | 17.51% | Add +2.3% | 373,523 | $79.8M |
| Modera Wealth Management, LLC | 0.93% | Reduce -0.3% | 363,520 | $77.7M |
| MAI Capital Management | 0.44% | Reduce -0.3% | 361,067 | $77.1M |
| StoneX Group Inc. | 4.13% | Add +0.4% | 359,068 | $76.7M |
| Moneta Group Investment Advisors LLC | 0.57% | Add +7.8% | 354,938 | $75.8M |
| MV Capital Management, Inc. | 7.15% | Reduce -5.9% | 340,930 | $72.8M |
| Beacon Pointe Advisors, LLC | 0.38% | Reduce -18.0% | 338,727 | $72.4M |
| Thrivent Financial for Lutherans | 0.14% | Reduce -0.6% | 336,524 | $71.9M |
| Private Advisor Group, LLC | 0.33% | Reduce -0.8% | 333,796 | $71.3M |
| Two Sigma Investments, LP | 0.06% | Add +3210.8% | 331,246 | $70.8M |
| Cresset Asset Management, LLC | 0.30% | Add +8.9% | 324,494 | $69.3M |
| Allworth Financial LP | 0.27% | Reduce -1.5% | 315,598 | $67.4M |
| Lido Advisors, LLC | 0.26% | Add +69.9% | 309,810 | $66.2M |
| EP Wealth Advisors, LLC | 0.32% | Reduce -1.7% | 303,087 | $64.8M |
| Kayne Anderson Rudnick Investment Management LLC | 0.18% | Add +92.7% | 285,437 | $61.0M |
| Bank of Montreal | 0.03% | Add +11.9% | 282,693 | $60.4M |
| SMI Advisory Services, LLC | 9.63% | Add +6.0% | 269,894 | $58.5M |
| Paulson Wealth Management Inc. | 13.70% | Add +1.1% | 273,546 | $58.4M |
| Janney Montgomery Scott LLC | 0.14% | Reduce -16.3% | 272,858 | $58.3M |
| Waverly Advisors, LLC | 0.44% | Reduce -2.9% | 272,542 | $58.2M |
| Massachusetts Financial Services Co. | 0.02% | Add +41.6% | 270,091 | $57.7M |
| First Business Financial Services, Inc. | 5.06% | Add +1.4% | 266,206 | $56.9M |
| Blair William & Co. | 0.16% | Add +4.4% | 259,648 | $55.5M |
| Bridges Investment Management Inc. | 0.74% | Reduce -3.9% | 257,253 | $55.0M |
| Badgley Phelps Wealth Managers, LLC | 1.07% | Reduce -11.5% | 251,502 | $53.7M |
| HB Wealth Management, LLC | 0.33% | Add +0.7% | 236,311 | $50.5M |
| Wind River Trust Co | 18.65% | Reduce -1.0% | 231,399 | $49.4M |
| Mercer Global Advisors Inc. | 0.07% | Add +10.7% | 230,984 | $49.4M |
| Mission Wealth Management, LP | 1.00% | Add +1.3% | 224,645 | $48.0M |
| American Century Companies Inc. | 0.02% | Reduce -20.6% | 224,286 | $47.9M |
| Legacy Edge Advisors, LLC | 4.98% | Reduce -2.6% | 221,763 | $47.4M |
| Kestra Private Wealth Services, LLC | 0.58% | Add +15.9% | 219,860 | $47.0M |
| Americana Partners, LLC | 1.19% | Add +3.2% | 214,068 | $45.7M |
| Comprehensive Financial Management LLC | 1.49% | No change | 210,233 | $44.9M |
| Mesirow Financial Investment Management, Inc. | 0.72% | Add +23.6% | 207,297 | $44.3M |
| Relyea Zuckerberg Hanson LLC | 4.44% | Reduce -0.7% | 206,484 | $44.1M |
| Boston Partners | 0.05% | Reduce -26.1% | 202,352 | $43.3M |
| Alliancebernstein L.P. | 0.01% | Reduce -50.9% | 204,345 | $43.0M |
| AQR Capital Management | 0.02% | Add +25.5% | 194,298 | $41.5M |
| CIBC Bancorp USA Inc. | 0.05% | — | 190,065 | $40.6M |
| Concurrent Investment Advisors, LLC | 0.44% | Add +5.9% | 189,584 | $40.5M |
| CFS Investment Advisory Services, LLC | 2.79% | Reduce -3.9% | 178,071 | $40.4M |
| Prospera Financial Services Inc | 0.62% | Reduce -2.4% | 180,495 | $38.6M |
| Kestra Advisory Services, LLC | 0.15% | Reduce -0.7% | 179,305 | $38.3M |
| Saudi Central Bank | 0.81% | No change | 178,016 | $38.0M |
| Regions Financial Corp. | 0.24% | Reduce -1.3% | 176,389 | $37.7M |
| Wilmington Savings Fund Society, FSB | 0.87% | Add +47.5% | 170,581 | $36.4M |
| Nuveen, LLC | 0.01% | Reduce -28.9% | 170,307 | $36.4M |
| Clearstead Advisors, LLC | 0.32% | Add +11.7% | 166,056 | $35.5M |
| Corundum Group, Inc. | 11.84% | Add +1.6% | 165,730 | $35.4M |
| Ieq Capital, LLC | 0.16% | Reduce -0.0% | 160,626 | $34.3M |
| Cordatus Wealth Management LLC | 8.03% | Reduce -2.9% | 157,888 | $33.7M |
| Midwest Trust Co | 0.42% | Add +7.0% | 157,106 | $33.6M |
| Westwood Holdings Group Inc. | 0.24% | Add +12.3% | 155,924 | $33.3M |
| Pacific Sage Partners, LLC | 5.22% | Add +2.0% | 155,015 | $33.1M |
| Proathlete Wealth Management LLC | 9.13% | Add +3.8% | 153,566 | $32.9M |
| LBJ Family Wealth Advisors, Ltd. | 19.27% | Reduce -2.2% | 156,964 | $32.9M |
| GFS Advisors, LLC | 2.11% | Add +341.5% | 56,481 | $32.6M |
| HSBC Holdings PLC | 0.02% | Add +7.0% | 151,812 | $32.4M |
| Ellenbecker Investment Group | 4.23% | Add +9.2% | 146,737 | $31.4M |
| Silvercrest Asset Management Group LLC | 0.23% | Reduce -12.7% | 146,708 | $31.3M |
| Sanctuary Advisors, LLC | 0.17% | Add +2.1% | 146,216 | $31.2M |
| Jmac Enterprises LLC | 5.89% | Add +1.4% | 143,945 | $30.8M |
| Objectivity Squared, LLC | 19.35% | Reduce -3.7% | 143,620 | $30.7M |
| Keybank National Association | 0.11% | Reduce -2.8% | 143,119 | $30.6M |
| Cambiar Investors LLC | 1.39% | Reduce -20.8% | 140,276 | $30.0M |
| Simon Quick Advisors, LLC | 1.36% | Add +0.4% | 139,146 | $29.7M |
| Savant Capital, LLC | 0.14% | Reduce -0.1% | 138,562 | $29.6M |
| RMR Wealth Builders | 2.31% | Reduce -0.9% | 137,184 | $29.3M |
| Quantinno Capital Management LP | 0.05% | Add +38.5% | 132,409 | $28.3M |
| AMG National Trust Bank | 0.61% | Add +3.5% | 130,652 | $27.9M |
| Claro Advisors Inc. | 3.28% | Reduce -1.9% | 127,488 | $27.2M |
| Capital Advisors, Ltd. LLC | 3.06% | Reduce -0.1% | 126,075 | $26.9M |
| LWM Advisors Inc. | 23.22% | Add +6.7% | 125,294 | $26.8M |
| Flaharty Asset Management, LLC | 3.30% | Reduce -2.9% | 124,484 | $26.6M |
| First Horizon Corp. | 1.11% | Add +0.2% | 124,347 | $26.6M |
| Cambridge Investment Research Advisors, Inc. | 0.07% | Reduce -15.8% | 123,764 | $26.4M |
| TruWealth Advisors, LLC | 1.26% | Add +1.4% | 122,607 | $26.2M |
| Sylvest Advisors, LLC | 13.89% | Add +4.1% | 122,226 | $26.1M |
| NewEdge Advisors, LLC | 0.09% | Reduce -3.4% | 122,070 | $26.1M |
| River Road Asset Management, LLC | 0.29% | New | 121,158 | $25.9M |
| CX Institutional | 0.79% | Reduce -48.8% | 120,940 | $25.8M |
| Nadler Financial Group, Inc. | 2.47% | Reduce -13.2% | 120,044 | $25.6M |
| Gotham Asset Management | 0.08% | Add +42.7% | 115,303 | $24.6M |
| Cwm, LLC | 0.06% | Add +1.7% | 115,022 | $24.6M |
| Neuberger Berman Group LLC | 0.02% | Reduce -0.6% | 113,166 | $24.2M |
| Ryan Investment Management, Inc. | 13.56% | Add +2.6% | 112,865 | $24.1M |
| PFW Advisors LLC | 7.46% | Reduce -2.6% | 111,015 | $23.7M |
| Stratos Investment Management, LLC | 0.95% | Reduce -4.4% | 110,516 | $23.6M |
| Fulton Bank, N.A. | 0.82% | Add +2.4% | 109,077 | $23.3M |
| Venture Visionary Partners LLC | 0.76% | Reduce -2.0% | 107,000 | $22.9M |
| Parkside Financial Bank & Trust | 1.73% | Add +1.7% | 105,576 | $22.6M |
| Arkadios Wealth Advisors | 0.37% | Add +0.9% | 105,490 | $22.5M |
| Awm Capital, LLC | 2.03% | Add +0.2% | 105,091 | $22.5M |
| Envestnet Portfolio Solutions, Inc. | 0.12% | Reduce -29.7% | 103,527 | $22.1M |
| Arax Advisory Partners | 0.62% | Reduce -0.3% | 103,128 | $22.0M |
| United Capital Financial Advisors, LLC | 0.13% | Add +1.5% | 100,679 | $21.5M |
| BTC Capital Management, Inc. | 1.43% | Reduce -13.5% | 98,528 | $21.1M |
| Voya Investment Management LLC | 0.03% | Add +167.1% | 97,670 | $20.9M |
| &partners | 0.10% | Reduce -34.0% | 95,529 | $20.6M |
| Park Avenue Securities LLC | 0.16% | Add +0.1% | 95,879 | $20.5M |
| Oppenheimer Asset Management Inc. | 0.23% | Reduce -58.4% | 94,820 | $20.3M |
| CM Wealth Advisors LLC | 4.30% | Add +3.2% | 94,592 | $20.2M |
| Fund Evaluation Group, LLC | 0.62% | Add +7.4% | 93,796 | $20.0M |
| Renaissance Technologies | 0.03% | Add +2922.6% | 93,700 | $20.0M |
| Woodard & Co. Asset Management Group Inc. | 3.20% | Reduce -2.8% | 93,480 | $20.0M |
| O'shaughnessy Asset Management, LLC | 0.10% | Reduce -66.3% | 92,753 | $19.8M |
| SlateStone Wealth, LLC | 1.63% | Add +2.8% | 92,438 | $19.8M |
| Westshore Wealth, LLC | 6.94% | Reduce -4.6% | 92,391 | $19.7M |
| Beirne Wealth Consulting Services, LLC | 5.56% | Add +5.2% | 91,981 | $19.7M |
| TD Private Client Wealth LLC | 0.40% | Reduce -41.7% | 90,809 | $19.4M |
| Ashton Thomas Private Wealth, LLC | 0.46% | Reduce -1.1% | 90,636 | $19.4M |
| Integrated Investment Consultants, LLC | 4.08% | Reduce -1.3% | 89,963 | $19.2M |
| Stratos Wealth Partners, LTD. | 0.22% | Add +117.1% | 88,107 | $18.8M |
| GHP Investment Advisors, Inc. | 0.77% | Reduce -0.8% | 88,004 | $18.8M |
| Zacks Investment Management | 0.15% | Reduce -71.2% | 87,581 | $18.7M |
| Bleakley Financial Group, LLC | 0.29% | Add +3.4% | 85,397 | $18.2M |
| Sei Investments Co. | 0.02% | Add +142.5% | 84,966 | $18.2M |
| VestGen Advisors, LLC | 0.51% | Reduce -0.9% | 77,306 | $18.1M |
| Independent Family Office, LLC | 7.44% | Reduce -2.6% | 84,665 | $18.1M |
| Summit Financial, LLC | 0.23% | Add +33.7% | 84,490 | $18.1M |
| NorthCoast Asset Management LLC | 0.42% | Add +102.6% | 83,955 | $17.9M |
| MetLife Investment Management, LLC | 0.09% | Add +93.5% | 83,800 | $17.9M |
| Noble Family Wealth, LLC | 3.65% | Reduce -1.8% | 82,775 | $17.7M |
| Keel Point, LLC | 1.18% | Reduce -9.4% | 82,093 | $17.5M |
| RTD Financial Advisors, Inc. | 2.11% | Reduce -1.8% | 80,501 | $17.2M |
| Nestegg Advisors, Inc. | 14.88% | Add +3.6% | 79,289 | $16.9M |
| Glenmede Trust Co. NA | 0.08% | Add +29.7% | 79,251 | $16.9M |
| Napier Financial, LLC | 3.88% | Add +1.8% | 79,161 | $16.9M |
| Wealthspire Advisors, LLC | 0.13% | Reduce -3.6% | 78,004 | $16.7M |
| Montag A & Associates Inc. | 0.77% | Add +0.5% | 77,240 | $16.5M |
| Apella Capital, LLC | 0.24% | Add +0.8% | 72,397 | $16.4M |
| Summit Wealth Group LLC / Co. | 1.72% | Add +292.1% | 76,589 | $16.4M |
| Hirtle & Co., LLC | 0.62% | Reduce -7.4% | 74,816 | $16.0M |
| TCW Group Inc. | 0.12% | Reduce -22.7% | 74,479 | $15.9M |
| PW Nova Financial Services LLC | 4.32% | Add +2.2% | 74,372 | $15.9M |
| Ballast, Inc. | 3.67% | Add +4.5% | 74,187 | $15.9M |
| Willis Johnson & Associates, Inc. | 0.92% | Reduce -1.1% | 74,115 | $15.8M |
| Ascent Group, LLC | 0.55% | Reduce -2.3% | 73,831 | $15.8M |
| West Bancorporation Inc. | 7.80% | Add +9.4% | 73,131 | $15.6M |
| Bryn Mawr Trust Advisors, LLC | 0.75% | Add +83.7% | 72,792 | $15.6M |
| Bitterroot Capital Advisors LLC | 9.40% | Add +0.2% | 72,440 | $15.5M |
| First Citizens Bank & Trust Co. | 0.33% | Add +2.3% | 72,205 | $15.4M |
| Bessemer Group Inc. | 0.02% | Add +39.7% | 71,394 | $15.3M |
| Newport Capital Group, LLC | 9.25% | Reduce -0.2% | 71,067 | $15.2M |
| Callan Family Office, LLC | 0.34% | Reduce -69.5% | 69,384 | $14.8M |
| Orion Porfolio Solutions, LLC | 0.13% | Reduce -28.8% | 69,270 | $14.8M |
| Berman McAleer LLC | 1.99% | Reduce -2.2% | 68,311 | $14.6M |
| Sonata Capital Group Inc. | 5.25% | Add +0.5% | 66,659 | $14.2M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +120.1% | 65,000 | $13.9M |
| Jefferies Financial Group Inc. | 0.18% | Add +19.9% | 64,927 | $13.9M |
| Meramec Financial Planners, LLC | 5.45% | Add +6.3% | 60,475 | $13.7M |
| Farther Finance Advisors, LLC | 0.13% | Add +78.6% | 63,481 | $13.6M |
| Private Advisory Group LLC | 0.92% | New | 61,674 | $13.2M |
| Genesis Private Wealth, LLC | 4.14% | Reduce -7.8% | 61,579 | $13.2M |
| FDx Advisors, Inc. | 4.20% | Reduce -3.6% | 61,543 | $13.2M |
| Breakwater Capital Group | 1.75% | Reduce -1.6% | 61,253 | $13.1M |
| Insight 2811, Inc. | 5.55% | Add +2.1% | 59,724 | $12.8M |
| Oppenheimer & Co. Inc. | 0.16% | Add +2.3% | 59,628 | $12.7M |
| Summit Wealth & Retirement Planning, Inc. | 3.01% | Reduce -0.7% | 59,121 | $12.6M |
| Aptus Capital Advisors, LLC | 0.11% | Add +0.6% | 58,782 | $12.6M |
| Johnson Financial Group, Inc. | 0.45% | Reduce -8.7% | 58,701 | $12.5M |
| Integrated Wealth Concepts LLC | 0.10% | Add +28.3% | 57,997 | $12.4M |
| Krane Financial Solutions LLC | 8.33% | — | 57,373 | $12.3M |
| Naples Global Advisors, LLC | 0.89% | Add +2.6% | 57,342 | $12.3M |
| Chicago Partners Investment Group LLC | 0.27% | Add +0.1% | 53,749 | $12.2M |
| Investment Partners, LTD. | 4.32% | Reduce -0.1% | 56,778 | $12.1M |
| First National Bank of Omaha | 0.37% | Reduce -4.1% | 57,533 | $12.0M |
| Certuity, LLC | 0.79% | Reduce -15.0% | 56,139 | $12.0M |
| Bokf, NA | 0.18% | Reduce -39.4% | 56,053 | $12.0M |
| Haverford Trust Co | 0.11% | Reduce -5.3% | 56,031 | $12.0M |
| Sagespring Wealth Partners, LLC | 0.22% | Reduce -0.1% | 55,972 | $12.0M |
| Avidian Wealth Enterprises, LLC | 0.38% | Reduce -0.5% | 55,818 | $11.9M |
| Prism Advisors, Inc. | 3.17% | Reduce -1.3% | 55,588 | $11.9M |
| JFS Wealth Advisors, LLC | 0.65% | Reduce -0.5% | 53,950 | $11.5M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.17% | Reduce -10.6% | 52,828 | $11.3M |
| Paladin Partners, LLC | 8.03% | Add +23.6% | 52,120 | $11.1M |
| Newton One Investments LLC | 2.94% | Reduce -1.6% | 50,706 | $10.8M |
| Goelzer Investment Management, Inc. | 0.52% | Add +0.2% | 50,383 | $10.8M |
| Kelsey Financial, LLC | 9.35% | Reduce -18.5% | 50,036 | $10.7M |
| FMA Wealth Management, LLC | 7.07% | Reduce -7.6% | 49,753 | $10.6M |
| Canandaigua National Corp. | 0.95% | — | 49,648 | $10.6M |
| XML Financial, LLC | 0.85% | Reduce -25.8% | 49,297 | $10.5M |
| Hancock Whitney Corp. | 0.18% | Reduce -6.3% | 45,246 | $10.4M |
| Blue Trust, Inc. | 0.12% | Reduce -13.8% | 48,833 | $10.4M |
| Diversified Trust Co. | 0.19% | Add +0.0% | 48,374 | $10.3M |
| Montecito Bank & Trust | 1.70% | Reduce -1.2% | 48,264 | $10.3M |
| Nwam LLC | 0.59% | Reduce -0.2% | 48,038 | $10.3M |
| Snowden Capital Advisors LLC | 0.27% | Add +17.4% | 47,965 | $10.2M |
| Tradition Wealth Management, LLC | 0.73% | Add +0.0% | 47,810 | $10.2M |
| Foster & Motley Inc. | 0.53% | Add +6.9% | 47,742 | $10.2M |
| Arete Wealth Advisors, LLC | 0.76% | Add +11.4% | 47,462 | $10.1M |
| Morton Capital Management LLC | 1.50% | Reduce -4.3% | 47,316 | $10.1M |
| Valeo Financial Advisors, LLC | 0.24% | Add +1.3% | 47,057 | $10.1M |
| NorthRock Partners, LLC | 0.16% | Add +2.3% | 46,827 | $10.0M |
| Webster Bank, N. A. | 0.94% | Add +11.5% | 46,445 | $9.9M |
| Mather Group, Llc. | 0.10% | Reduce -3.0% | 46,184 | $9.9M |
| Visionary Wealth Advisors | 0.43% | Reduce -1.8% | 45,457 | $9.7M |
| Argent Trust Co | 0.33% | Add +241.6% | 45,182 | $9.7M |
| Wealthcare Advisory Partners LLC | 0.19% | Reduce -3.8% | 45,178 | $9.7M |
| HBK Sorce Advisory LLC | 0.20% | Add +7.4% | 41,258 | $9.7M |
| Smith & Howard Wealth Management, LLC | 2.09% | Add +4.5% | 45,230 | $9.6M |
| OFS Enterprise LLC | 2.82% | — | 44,927 | $9.6M |
| Waterloo Capital, L.P. | 0.67% | Reduce -70.4% | 44,912 | $9.6M |
| Stratos Wealth Advisors, LLC | 0.59% | Add +3.0% | 44,560 | $9.5M |
| Flow Traders U.S. LLC | 0.30% | Add +226.8% | 44,026 | $9.4M |
| Aristotle Capital Management, LLC | 0.02% | Reduce -70.1% | 43,690 | $9.3M |
| SCS Capital Management LLC | 0.10% | Reduce -3.5% | 43,380 | $9.3M |
| Johnson Investment Counsel Inc. | 0.07% | Reduce -1.5% | 43,278 | $9.2M |
| Ritholtz Wealth Management | 0.16% | Reduce -3.3% | 42,388 | $9.1M |
| Fidelis Capital Partners, LLC | 0.64% | Add +0.0% | 41,696 | $8.9M |
| Wellspring Financial Advisors, LLC | 0.67% | Reduce -0.4% | 41,520 | $8.9M |
| Oxford Financial Group, LTD. LLC | 0.47% | Reduce -3.4% | 40,737 | $8.7M |
| Ausdal Financial Partners, Inc. | 0.39% | Add +1.5% | 40,523 | $8.7M |
| Parallel Advisors, LLC | 0.15% | Add +3.5% | 39,668 | $8.5M |
| Arcadia Wealth Management, LLC | 3.06% | Reduce -28.7% | 39,521 | $8.4M |
| Quent Capital, LLC | 0.59% | Reduce -3.9% | 39,214 | $8.4M |
| Sunburst Financial Group, LLC | 1.59% | Add +0.6% | 38,698 | $8.3M |
| Segment Wealth Management, LLC | 0.48% | Reduce -0.6% | 38,524 | $8.2M |
| Stegner Investment Associates Inc. | 4.49% | Add +0.0% | 38,391 | $8.2M |
| Advisory Services Network, LLC | 0.11% | Reduce -29.3% | 38,113 | $8.1M |
| Independence Asset Advisors, LLC | 2.88% | No change | 37,250 | $8.0M |
| Arbor Investment Advisors, LLC | 1.03% | Add +0.1% | 37,095 | $7.9M |
| Sierra Capital LLC | 0.86% | Reduce -1.5% | 36,917 | $7.9M |
| Mullaney, Keating & Wright, Inc. | 4.28% | Reduce -3.3% | 36,875 | $7.9M |
| Northern Lights Advisors, Inc. | 5.29% | Reduce -1.7% | 36,565 | $7.8M |
| Aspiriant, LLC | 0.22% | Reduce -0.3% | 36,521 | $7.8M |
| Raub Brock Capital Management LP | 1.95% | Add +3.8% | 36,042 | $7.7M |
| Dimension Capital Management LLC | 1.08% | Reduce -3.3% | 35,903 | $7.7M |
| Astoria Strategic Wealth, Inc. | 1.94% | Reduce -1.9% | 35,731 | $7.6M |
| OneDigital Investment Advisors LLC | 0.07% | Reduce -6.6% | 35,690 | $7.6M |
| CFM Wealth Partners LLC | 1.14% | Reduce -2.3% | 35,654 | $7.6M |
| Ironwood Investment Counsel, LLC | 1.10% | Reduce -0.1% | 35,612 | $7.6M |
| GTS Securities LLC | 0.27% | Add +171.6% | 35,532 | $7.6M |
| Brighton Jones LLC | 0.17% | New | 35,515 | $7.6M |
| Citizens Financial Group Inc. | 0.10% | Reduce -2.3% | 35,310 | $7.5M |
| Finley Financial, LLC | 3.53% | Reduce -1.6% | 35,291 | $7.5M |
| Savvy Advisors, Inc. | 0.20% | Reduce -2.7% | 35,261 | $7.5M |
| Signaturefd, LLC | 0.12% | Reduce -0.3% | 35,187 | $7.5M |
| Associated Banc-Corp | 0.20% | Reduce -3.2% | 35,152 | $7.5M |
| DT Investment Partners, LLC | 0.62% | Add +65.5% | 35,063 | $7.5M |
| Confluence Wealth Services, Inc. | 0.29% | Reduce -0.1% | 34,885 | $7.5M |
| Rebalance, LLC | 0.43% | Add +0.4% | 34,641 | $7.4M |
| Sepio Capital, LP | 0.40% | Reduce -10.9% | 34,408 | $7.4M |
| Widmann Financial Services, Inc. | 4.35% | Reduce -0.1% | 34,239 | $7.3M |
| AlTi Global, Inc. | 0.16% | Reduce -3.7% | 33,924 | $7.2M |
| Pinnacle Wealth Planning Services, Inc. | 0.74% | Reduce -4.3% | 33,549 | $7.2M |
| M.D. Sass, LLC | 0.53% | Add +45.0% | 32,984 | $7.0M |
| Allspring Global Investments Holdings, LLC | 0.01% | Reduce -21.1% | 32,495 | $7.0M |
| Sowell Financial Services LLC | 0.26% | Reduce -8.4% | 32,595 | $7.0M |
| Whittier Trust Co. | 0.08% | Add +0.8% | 32,031 | $6.9M |
| Fifth Third Wealth Advisors LLC | 0.23% | Reduce -8.1% | 32,462 | $6.9M |
| Retirement Income Solutions, Inc. | 1.18% | Add +1.4% | 32,403 | $6.9M |
| Pointe Capital Management LLC | 3.42% | Add +7.3% | 32,296 | $6.9M |
| TPG Financial Advisors, LLC | 2.24% | Add +38.2% | 32,251 | $6.9M |
| Eastern Bank | 0.12% | Reduce -3.8% | 32,250 | $6.9M |
| American State Bank (Iowa) | 3.30% | Add +6.5% | 32,148 | $6.9M |
| Auour Investments LLC | 2.13% | Add +1.2% | 31,722 | $6.8M |
| Wall Capital Group, Inc. | 7.20% | New | 31,554 | $6.7M |
| American Institute for Advanced Investment Management, LLP | 4.37% | Add +0.0% | 31,537 | $6.7M |
| MidFirst Bank | 0.56% | Reduce -2.6% | 31,478 | $6.7M |
| Loomis Sayles & Co. L P | 0.01% | No change | 31,469 | $6.7M |
| Ballentine Partners, LLC | 0.09% | Add +8.7% | 31,234 | $6.7M |
| Quadrant Capital Group LLC | 0.20% | Reduce -0.2% | 31,233 | $6.7M |
| Harbour Capital Advisors, LLC | 1.26% | Reduce -0.3% | 29,277 | $6.6M |
| Nottingham Advisors, Inc. | 0.85% | Reduce -1.3% | 30,747 | $6.6M |
| Baker Avenue Asset Management, LP | 0.15% | Reduce -4.5% | 30,745 | $6.6M |
| Vestmark Advisory Solutions, Inc. | 0.07% | Reduce -11.3% | 30,626 | $6.5M |
| Gladstone Institutional Advisory LLC | 0.24% | Add +1.8% | 30,271 | $6.5M |
| NewEdge Wealth, LLC | 0.08% | Reduce -65.7% | 30,260 | $6.5M |
| Atria Investments, Inc | 0.07% | Reduce -34.3% | 30,197 | $6.5M |
| Red Tortoise LLC | 2.70% | Add +0.3% | 30,137 | $6.4M |
| Elevation Point Wealth Partners, LLC | 0.15% | Add +371.1% | 29,984 | $6.4M |
| Hardy Reed LLC | 0.46% | No change | 29,678 | $6.3M |
| Disciplined Investments, LLC | 2.27% | Add +0.0% | 29,637 | $6.3M |
| Rothschild Investment LLC | 0.33% | Add +2.7% | 29,430 | $6.3M |
| Composition Wealth, LLC | 0.09% | Reduce -0.1% | 29,130 | $6.2M |
| Towerpoint Wealth, LLC | 2.48% | Reduce -1.1% | 28,707 | $6.1M |
| ARK & TLK Investments, LLC | 1.66% | No change | 28,681 | $6.1M |
| Brand Asset Management Group, Inc. | 1.58% | Reduce -0.4% | 28,477 | $6.1M |
| Linscomb Wealth, Inc. | 0.27% | Reduce -6.5% | 28,400 | $6.1M |
| Estate Counselors, LLC | 0.54% | New | 28,399 | $6.1M |
| Whittier Trust Co. of Nevada Inc. | 0.12% | Reduce -0.1% | 27,797 | $6.0M |
| Prime Capital Investment Advisors, LLC | 0.07% | Add +5.4% | 28,126 | $6.0M |
| Brown Brothers Harriman & Co. | 0.03% | Reduce -2.9% | 28,110 | $6.0M |
| Next Capital Management LLC | 1.82% | Add +9.3% | 28,065 | $6.0M |
| Crescent Grove Advisors, LLC | 0.59% | Reduce -5.7% | 27,883 | $6.0M |
| Ullmann Wealth Partners Group, LLC | 0.62% | Reduce -2.5% | 27,859 | $6.0M |
| Aprio Wealth Management, LLC | 0.32% | Add +6.6% | 27,743 | $5.9M |
| Vanguard National Trust Co | 0.37% | — | 27,706 | $5.9M |
| Brightwater Advisory LLC | 3.89% | Reduce -2.5% | 27,540 | $5.9M |
| Piedmont Capital Management, LLC | 3.92% | No change | 27,500 | $5.9M |
| Prosperity Consulting Group, LLC | 0.26% | Add +45.9% | 27,474 | $5.9M |
| Forte Asset Management LLC | 2.58% | Reduce -1.4% | 27,466 | $5.9M |
| Old National Bancorp | 0.10% | Add +12.2% | 27,379 | $5.9M |
| IHT Wealth Management, LLC | 0.14% | Add +3.6% | 27,360 | $5.8M |
| Aureus Asset Management, LLC | 0.39% | No change | 27,245 | $5.8M |
| Pinebridge Investments LLC | 0.05% | Add +49.8% | 26,654 | $5.7M |
| Valmark Advisers, Inc. | 0.07% | Add +2.0% | 26,627 | $5.7M |
| Diamond Hill Capital Management, LLC (Investment Advisor) | 0.04% | Reduce -95.2% | 26,567 | $5.7M |
| Sequoia Financial Advisors, LLC | 0.03% | Add +6.7% | 26,542 | $5.7M |
| Potentia Wealth | 2.19% | Add +0.7% | 26,537 | $5.7M |
| Rwa Wealth Partners, LLC | 0.06% | Reduce -78.9% | 26,475 | $5.7M |
| KLCM Advisors, Inc. | 0.49% | Add +3.9% | 26,431 | $5.6M |
| Independent Advisor Alliance | 0.06% | Add +678.9% | 26,333 | $5.6M |
| Community Bank, N.A. | 0.66% | Reduce -0.2% | 25,820 | $5.5M |
| Hanson & Doremus Investment Management | 0.63% | Add +0.1% | 25,698 | $5.5M |
| Rhumbline Advisers | 0.00% | Add +6.8% | 25,449 | $5.4M |
| Principal Financial Group Inc. | 0.00% | Reduce -21.2% | 25,293 | $5.4M |
| Great Lakes Advisors, LLC | 0.04% | Reduce -71.2% | 24,915 | $5.3M |
| Paladin Advisory Group, LLC | 4.05% | Reduce -0.4% | 24,897 | $5.3M |
| Merit Financial Group, LLC | 0.04% | Add +22.1% | 24,888 | $5.3M |
| Rehmann Capital Advisory Group | 0.28% | Reduce -36.7% | 24,835 | $5.3M |
| Great Valley Advisor Group, Inc. | 0.10% | Reduce -1.6% | 24,793 | $5.3M |
| Diversified Portfolios, Inc. | 0.43% | Reduce -0.3% | 24,515 | $5.2M |
| New England Private Wealth Advisors LLC | 0.60% | Add +0.2% | 24,499 | $5.2M |
| Alta Wealth Advisors LLC | 1.69% | Reduce -1.2% | 24,379 | $5.2M |
| JMG Financial Group, Ltd. | 0.14% | Reduce -1.9% | 24,365 | $5.2M |
| Winthrop Advisory Group LLC | 0.42% | Add +6.5% | 24,267 | $5.2M |
| Heck Capital Advisors, LLC | 0.38% | Add +9.2% | 24,242 | $5.2M |
| Hillcrest Wealth Advisors - NY, LLC | 2.09% | Reduce -0.5% | 24,113 | $5.2M |
| Castleark Management LLC | 0.17% | No change | 24,040 | $5.1M |
| Signet Financial Management, LLC | 0.57% | Reduce -2.3% | 23,980 | $5.1M |
| Assetmark, Inc. | 0.01% | Reduce -25.8% | 23,785 | $5.1M |
| Mill Creek Capital Advisors, LLC | 0.10% | No change | 23,465 | $5.0M |
| Monetary Management Group Inc. | 1.19% | Add +4.0% | 23,392 | $5.0M |
| Cornerstone Advisory, LLC | 0.47% | Reduce -0.5% | 23,385 | $5.0M |
| Ashton Thomas Securities, LLC | 0.62% | New | 23,252 | $5.0M |
| Broadview Financial Management, LLC | 3.38% | Reduce -1.4% | 23,171 | $5.0M |
| Stock Yards Bank & Trust Co. | 0.15% | Add +0.7% | 23,062 | $4.9M |
| Dorsey & Whitney Trust CO LLC | 0.27% | Reduce -4.8% | 22,992 | $4.9M |
| Tolleson Wealth Management, Inc. | 0.71% | Reduce -0.2% | 22,805 | $4.9M |
| Provenance Wealth Advisors, LLC | 0.51% | Reduce -1.6% | 22,713 | $4.9M |
| Tanglewood Legacy Advisors, LLC | 1.75% | Reduce -2.7% | 22,683 | $4.8M |
| Riverview Capital Advisers, LLC | 1.60% | Add +0.3% | 22,394 | $4.8M |
| Asset Management Group, Inc. | 0.77% | Reduce -0.7% | 22,295 | $4.8M |
| Tiaa Trust, National Association | 0.29% | Reduce -98.0% | 22,211 | $4.7M |
| One Capital Management, LLC | 0.13% | Add +23.4% | 22,192 | $4.7M |
| UMB Bank, n.a. | 0.07% | Reduce -4.3% | 22,185 | $4.7M |
| Spire Wealth Management | 0.16% | Reduce -2.5% | 22,120 | $4.7M |
| Atlantic Union Bankshares Corp | 0.09% | Reduce -2.7% | 22,119 | $4.7M |
| Highland Capital Management, LLC | 0.25% | Add +10.5% | 22,023 | $4.7M |
| Columbus Macro, LLC | 0.50% | Add +0.6% | 22,014 | $4.7M |
| Mutual Advisors, LLC | 0.10% | Reduce -1.3% | 21,836 | $4.7M |
| Buffalo Business & Estate Services Ltd. | 0.68% | Reduce -12.7% | 21,784 | $4.7M |
| Vise Technologies, Inc. | 0.09% | No change | 21,947 | $4.6M |
| Smith, Moore & Co. | 0.34% | Add +0.2% | 21,538 | $4.6M |
| Ferguson Wellman Capital Management, Inc. | 0.06% | Reduce -18.9% | 21,387 | $4.6M |
| Kingsview Wealth Management, LLC | 0.06% | Reduce -41.3% | 21,152 | $4.5M |
| Glenview Trust Co | 0.07% | Add +0.4% | 21,051 | $4.5M |
| Perigon Wealth Management, LLC | 0.08% | Add +3.7% | 20,939 | $4.5M |
| Equitable Trust Co. | 0.21% | No change | 20,933 | $4.5M |
| Harbor Investment Advisory, LLC | 0.35% | Add +4.4% | 20,525 | $4.4M |
| FC Advisory LLC | 1.28% | Reduce -3.1% | 20,462 | $4.4M |
| Allen Investment Management, LLC | 0.05% | Add +33.5% | 20,282 | $4.3M |
| Kintra Wealth, LLC | 0.30% | Add +587.1% | 20,016 | $4.3M |
| HMS Capital Management, LLC | 1.65% | Add +82.0% | 20,009 | $4.3M |
| Beam Wealth Advisors, Inc. | 1.06% | Add +9.6% | 20,008 | $4.3M |
| D.A. Davidson & Co. | 0.03% | Reduce -27.1% | 19,898 | $4.3M |
| Chilton Investment Co. Inc. | 0.10% | Add +1296.7% | 19,736 | $4.2M |
| 1900 Wealth Management LLC | 0.27% | Reduce -0.5% | 19,632 | $4.2M |
| SG Americas Securities, LLC | 0.00% | Reduce -22.6% | 19,626 | $4.2M |
| St. Louis Trust Co | 0.48% | Add +5.7% | 19,418 | $4.1M |
| Tandem Financial, LLC | 1.40% | Reduce -47.4% | 19,361 | $4.1M |
| Holistic Financial Partners | 1.54% | Reduce -3.0% | 19,334 | $4.1M |
| Stillwater Capital Advisors, LLC | 0.47% | Reduce -0.3% | 19,325 | $4.1M |
| Serenus Wealth Advisors, LLC | 0.82% | Reduce -1.6% | 19,223 | $4.1M |
| Lanark Financial, Inc. | 0.31% | Reduce -2.0% | 19,117 | $4.1M |
| Dixon Fnancial Services, Inc. | 1.82% | No change | 18,930 | $4.0M |
| Acropolis Investment Management, LLC | 0.18% | Reduce -3.9% | 18,925 | $4.0M |
| 2UniFi Bank | 1.95% | Reduce -2.6% | 18,851 | $4.0M |
| Nicolet Bankshares Inc. | 0.15% | Add +55.2% | 18,817 | $4.0M |
| Smartleaf Asset Management LLC | 0.14% | Reduce -37.5% | 19,067 | $4.0M |
| Carret Asset Management, LLC | 0.39% | Reduce -0.8% | 18,630 | $4.0M |
| Foundation Wealth Management, LLC\PA | 1.40% | Reduce -0.5% | 18,591 | $4.0M |
| Procyon Advisors, LLC | 0.19% | Reduce -2.8% | 18,585 | $4.0M |
| Wealthspan Partners, LLC | 1.40% | Reduce -1.1% | 18,562 | $4.0M |
| W Advisors, LLC | 2.03% | Reduce -16.4% | 18,550 | $4.0M |
| Sage Financial Group Inc. | 0.26% | Add +0.1% | 18,547 | $4.0M |
| Icon Wealth Advisors, LLC | 0.26% | Reduce -8.5% | 17,333 | $3.9M |
| Busey Bank | 0.11% | No change | 18,213 | $3.9M |
| Argyle Capital Partners, LLC | 2.80% | Reduce -1.9% | 18,201 | $3.9M |
| Confluence Investment Management LLC | 0.06% | Reduce -96.8% | 18,099 | $3.9M |
| McKinley Carter Wealth Services, Inc. | 0.22% | Reduce -5.4% | 17,958 | $3.8M |
| Focus Partners Advisor Solutions, LLC | 0.04% | Reduce -8.1% | 17,887 | $3.8M |
| Goodman Financial Corp | 0.65% | No change | 17,805 | $3.8M |
| Aaron Wealth Advisors LLC | 0.22% | Reduce -0.9% | 17,773 | $3.8M |
| Essex Financial Services, Inc. | 0.21% | Reduce -0.5% | 17,718 | $3.8M |
| GAMMA Investing LLC | 0.17% | Add +5.6% | 17,473 | $3.7M |
| Fiduciary Financial Group, LLC | 0.49% | Reduce -8.3% | 17,351 | $3.7M |
| Golden State Wealth Management, LLC | 0.40% | Reduce -7.6% | 17,260 | $3.7M |
| Western Wealth Management, LLC | 0.14% | Add +9.3% | 17,232 | $3.7M |
| Thompson Siegel & Walmsley LLC | 0.06% | Add +4.1% | 17,055 | $3.6M |
| Joel Isaacson & Co., LLC | 0.12% | Add +16.9% | 16,832 | $3.6M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.06% | Add +20.4% | 16,786 | $3.6M |
| Everhart Financial Group, Inc. | 0.30% | New | 16,628 | $3.6M |
| TRUE Private Wealth Advisors | 0.34% | Reduce -7.2% | 16,626 | $3.6M |
| Caliber Wealth Management, LLC / KS | 0.39% | Reduce -2.8% | 16,507 | $3.5M |
| Tobias Financial Advisors, Inc. | 0.49% | Reduce -4.0% | 16,455 | $3.5M |
| Avior Wealth Management, LLC | 0.10% | Add +0.2% | 16,358 | $3.5M |
| Affinity Capital Advisors, LLC | 0.49% | Reduce -0.2% | 16,342 | $3.5M |
| Ancora Advisors LLC | 0.07% | Add +2.8% | 16,311 | $3.5M |
| Opes Wealth Management LLC | 0.59% | Reduce -0.5% | 16,244 | $3.5M |
| Cary Street Partners Financial LLC | 0.09% | Reduce -0.4% | 16,205 | $3.5M |
| Simplicity Wealth,LLC | 0.19% | Add +0.3% | 16,034 | $3.4M |
| Resurgent Financial Advisors LLC | 1.25% | Reduce -6.3% | 16,027 | $3.4M |
| L2 Asset Management, LLC | 0.33% | New | 16,027 | $3.4M |
| Aureum Wealth Management, LLC | 2.38% | Add +134.8% | 16,007 | $3.4M |
| Grove Bank & Trust | 0.39% | Reduce -2.8% | 15,968 | $3.4M |
| Twin Focus Capital Partners, LLC | 0.39% | No change | 15,943 | $3.4M |
| Two Sigma Securities, LLC | 0.39% | Add +110.4% | 15,837 | $3.4M |
| Game Plan Financial Advisors, LLC | 1.57% | No change | 15,780 | $3.4M |
| Empowered Funds, LLC | 0.02% | New | 15,661 | $3.3M |
| Topel & Distasi Wealth Management, LLC | 1.73% | Add +0.3% | 15,660 | $3.3M |
| Azimuth Capital Investment Management LLC | 0.13% | Reduce -1.8% | 15,633 | $3.3M |
| Premier Path Wealth Partners, LLC | 0.43% | Reduce -24.5% | 15,613 | $3.3M |
| Anchor Capital Advisors LLC | 0.10% | Reduce -77.0% | 15,612 | $3.3M |
| Centennial Bank | 1.19% | Reduce -26.0% | 15,569 | $3.3M |
| Apollon Wealth Management, LLC | 0.05% | Reduce -6.5% | 15,564 | $3.3M |
| Accredited Investors Inc. | 0.18% | Add +6.7% | 15,464 | $3.3M |
| Cambria Investment Management, L.P. | 0.18% | Reduce -6.9% | 15,392 | $3.3M |
| Zions Bancorporation, National Association | 0.21% | Add +31.3% | 15,357 | $3.3M |
| Magnus Financial Group LLC | 0.27% | Reduce -3.3% | 15,274 | $3.3M |
| Colorado Capital Management, Inc. | 1.21% | Reduce -0.8% | 15,239 | $3.3M |
| Flagstar Securities, Inc. | 1.16% | Reduce -11.3% | 14,973 | $3.2M |
| AE Wealth Management LLC | 0.02% | Add +0.4% | 14,892 | $3.2M |
| NTV Asset Management LLC | 0.35% | Reduce -0.2% | 14,886 | $3.2M |
| Mainstream Capital Management LLC | 2.13% | Reduce -1.0% | 14,846 | $3.2M |
| WCG Wealth Advisors LLC | 0.09% | Reduce -0.4% | 14,836 | $3.2M |
| Pathway Financial Advisors LLC | 0.39% | No change | 14,660 | $3.2M |
| Strategic Wealth Advisors LLC | 2.53% | Add +13.0% | 14,774 | $3.2M |
| Quadcap Wealth Management, LLC | 0.36% | Reduce -3.3% | 14,684 | $3.1M |
| Boston Trust Walden Corp | 0.03% | No change | 14,638 | $3.1M |
| BG Investment Services, LLC | 2.59% | Reduce -2.3% | 14,603 | $3.1M |
| Verdence Capital Advisors LLC | 0.18% | Reduce -8.2% | 14,549 | $3.1M |
| Clientfirst Wealth Management, LLC | 2.61% | No change | 14,479 | $3.1M |
| Gilliland Jeter Wealth Management LLC | 0.91% | Add +3.4% | 14,450 | $3.1M |
| EPG Wealth Management LLC | 0.84% | Add +0.1% | 14,427 | $3.1M |
| Evermay Wealth Management LLC | 0.34% | Add +1.8% | 14,368 | $3.1M |
| Ironsides Asset Advisors, LLC | 0.77% | No change | 14,365 | $3.1M |
| Destiny Wealth Partners, LLC | 0.33% | No change | 14,293 | $3.1M |
| Autumn Glory Partners, LLC | 1.12% | No change | 14,259 | $3.0M |
| RFG Advisory, LLC | 0.06% | Reduce -0.8% | 14,206 | $3.0M |
| SOA Wealth Advisors, LLC. | 0.57% | Reduce -1.1% | 14,150 | $3.0M |
| Castle Wealth Management LLC | 0.98% | Reduce -2.0% | 14,128 | $3.0M |
| Dana Investment Advisors, Inc. | 0.09% | Reduce -4.3% | 14,016 | $3.0M |
| Evanson Asset Management, LLC | 0.16% | Reduce -1.9% | 13,958 | $3.0M |
| Sapient Capital LLC | 0.04% | Add +1.6% | 13,921 | $3.0M |
| Sig Brokerage, LP | 0.84% | No change | 13,889 | $3.0M |
| Fisher Asset Management | 0.00% | Reduce -6.2% | 13,802 | $2.9M |
| Eagle Strategies LLC | 0.35% | Add +8.7% | 13,714 | $2.9M |
| Peapack Gladstone Financial Corp. | 0.04% | Add +4.5% | 13,564 | $2.9M |
| Courier Capital LLC | 0.16% | Reduce -1.6% | 13,536 | $2.9M |
| Ascent Wealth Partners, LLC | 0.34% | Reduce -1.5% | 13,529 | $2.9M |
| Summa Corp. | 1.18% | No change | 13,379 | $2.9M |
| Mosaic Family Wealth Partners, LLC | 0.29% | Reduce -1.5% | 13,379 | $2.9M |
| Flputnam Investment Management Co. | 0.04% | Reduce -4.4% | 13,373 | $2.9M |
| Central Valley Advisors, LLC | 0.78% | Add +4.0% | 13,325 | $2.8M |
| Flywheel Private Wealth LLC | 1.62% | Reduce -0.5% | 13,313 | $2.8M |
| Cornerstone Wealth Advisors, Inc. | 0.65% | Reduce -2.8% | 13,289 | $2.8M |
| Focus Financial Network, Inc. | 0.10% | Reduce -3.0% | 13,235 | $2.8M |
| Precedent Wealth Partners, LLC | 0.56% | Add +0.2% | 13,178 | $2.8M |
| Tocqueville Asset Management L.P. | 0.04% | Reduce -29.8% | 13,133 | $2.8M |
| Cahaba Wealth Management, Inc. | 0.19% | Reduce -2.4% | 13,088 | $2.8M |
| St. Clair Advisors, LLC | 0.74% | New | 13,039 | $2.8M |
| Invested Advisors | 2.81% | Reduce -12.9% | 13,005 | $2.8M |
| Donald Smith & Co., Inc. | 0.05% | No change | 13,000 | $2.8M |
| Advisors Preferred, LLC | 0.41% | Reduce -83.8% | 12,998 | $2.8M |
| Pure Financial Advisors, LLC | 0.04% | Reduce -2.9% | 12,987 | $2.8M |
| Chemung Canal Trust Co. | 0.56% | No change | 12,867 | $2.7M |
| Stage Harbor Financial, LLC | 1.82% | Reduce -36.6% | 12,840 | $2.7M |
| Erste Asset Management GmbH | 0.03% | New | 13,100 | $2.7M |
| Saxon Interests, Inc. | 0.95% | Reduce -10.4% | 12,819 | $2.7M |
| Quantum Portfolio Management LLC | 1.19% | Add +0.5% | 12,807 | $2.7M |
| Berkshire Asset Management LLC | 0.12% | Reduce -51.6% | 12,804 | $2.7M |
| Grant Street Asset Management, Inc. | 0.53% | Add +0.4% | 12,762 | $2.7M |
| Argos Wealth Advisors, LLC | 0.78% | Reduce -0.2% | 12,683 | $2.7M |
| Rinkey Investments | 0.69% | Reduce -5.8% | 12,639 | $2.7M |
| Allstreet Capital Advisors LLC | 2.00% | Reduce -1.0% | 12,624 | $2.7M |
| Osborne Partners Capital Management, LLC | 0.14% | Reduce -0.2% | 12,580 | $2.7M |
| Anchyra Partners LLC | 0.82% | Add +38.4% | 12,579 | $2.7M |
| World Investment Advisors | 0.04% | Reduce -34.8% | 12,569 | $2.7M |
| DV Trading LLC | 0.24% | New | 12,569 | $2.7M |
| Schaper Benz & Wise Investment Counsel Inc. | 0.20% | Reduce -8.4% | 12,555 | $2.7M |
| Allegheny Financial Group | 0.36% | Add +0.1% | 12,472 | $2.7M |
| Johnson Financial Group, LLC | 0.18% | Add +0.4% | 12,321 | $2.6M |
| Montis Financial, LLC | 0.54% | Reduce -2.1% | 12,257 | $2.6M |
| Q3 Asset Management | 0.64% | Reduce -12.9% | 12,250 | $2.6M |
| Fortress Financial Group, LLC | 1.93% | Reduce -0.6% | 12,235 | $2.6M |
| IFP Advisors, Inc | 0.05% | Add +5.2% | 12,160 | $2.6M |
| Millennium Management | 0.00% | Reduce -46.8% | 12,082 | $2.6M |
| Mgo One Seven LLC | 0.05% | Add +2.7% | 12,031 | $2.6M |
| Atlas Brown,Inc. | 0.77% | Reduce -1.2% | 11,994 | $2.6M |
| Dynamic Financial Group | 2.09% | Reduce -0.1% | 11,952 | $2.6M |
| AlphaCentric Advisors LLC | 2.52% | Add +40.7% | 11,825 | $2.5M |
| Mount Lucas Management LP | 0.93% | Add +40.7% | 11,825 | $2.5M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.07% | Reduce -0.4% | 11,752 | $2.5M |
| STAR Financial Bank | 1.18% | Reduce -12.9% | 11,730 | $2.5M |
| Nolet Wealth Management, LLC | 1.43% | No change | 11,725 | $2.5M |
| Gryphon Financial Partners LLC | 0.26% | Add +38.0% | 11,680 | $2.5M |
| Founders Financial Alliance, LLC | 0.44% | Add +4.5% | 11,484 | $2.5M |
| Dynamic Advisor Solutions LLC | 0.08% | Reduce -2.8% | 11,469 | $2.5M |
| Cooper Financial Group | 0.25% | Add +48.8% | 11,460 | $2.4M |
| Secure Asset Management, LLC | 0.38% | Reduce -9.4% | 11,347 | $2.4M |
| SilverOak Wealth Management LLC | 0.38% | No change | 11,295 | $2.4M |
| Baron Financial Group, LLC | 1.30% | Reduce -1.9% | 11,241 | $2.4M |
| Applied Finance Capital Management, LLC | 0.18% | Reduce -88.5% | 11,205 | $2.4M |
| Advocacy Wealth Management, LLC | 0.11% | No change | 11,180 | $2.4M |
| Forum Financial Management, LP | 0.03% | Reduce -1.6% | 11,118 | $2.4M |
| Cyndeo Wealth Partners, LLC | 0.12% | Reduce -10.6% | 11,062 | $2.4M |
| Insigneo Advisory Services, LLC | 0.17% | Reduce -0.8% | 11,044 | $2.4M |
| Atalanta Sosnoff Capital, LLC | 0.05% | Add +25.0% | 11,035 | $2.4M |
| Capital World Investors | 0.00% | Reduce -49.6% | 11,241 | $2.4M |
| GAMCO Investors | 0.02% | No change | 11,000 | $2.4M |
| Wedbush Securities Inc. | 0.07% | Reduce -0.4% | 10,988 | $2.3M |
| CGN Advisors LLC | 0.18% | Reduce -0.4% | 10,892 | $2.3M |
| PlanVest Financial, Inc | 1.76% | — | 10,844 | $2.3M |
| Florida Trust Wealth Management Co | 0.06% | Add +6.1% | 10,841 | $2.3M |
| Wealth Dimensions Group, Ltd. | 0.45% | Reduce -1.0% | 10,772 | $2.3M |
| Evoke Wealth, LLC | 0.04% | Add +1.6% | 10,732 | $2.3M |
| Private Trust Co. NA | 0.20% | Reduce -8.8% | 10,697 | $2.3M |
| Capital International Investors | 0.00% | Reduce -48.0% | 10,849 | $2.3M |
| Monograph Wealth Advisors, LLC | 0.22% | No change | 10,618 | $2.3M |
| Spirepoint Private Client, LLC | 0.22% | No change | 10,595 | $2.3M |
| FAS Wealth Partners, Inc. | 0.14% | Add +0.8% | 10,592 | $2.3M |
| Indivisible Partners | 0.20% | Add +9.1% | 10,594 | $2.3M |
| London Co. of Virginia | 0.01% | Reduce -92.5% | 10,557 | $2.3M |
| Index Technologies Group LLC | 2.46% | Add +0.7% | 10,548 | $2.3M |
| CJM Wealth Advisers, Ltd. | 0.69% | No change | 10,548 | $2.3M |
| ICONIQ Capital, LLC | 0.05% | No change | 10,489 | $2.2M |
| Manchester Capital Management LLC | 0.32% | No change | 10,455 | $2.2M |
| Epoch Investment Partners, Inc. | 0.01% | No change | 10,432 | $2.2M |
| Evercore Wealth Management, LLC | 0.03% | Reduce -2.0% | 10,398 | $2.2M |
| Legal & General Group Plc | 0.00% | Reduce -47.5% | 10,557 | $2.2M |
| Fiduciary Family Office, LLC | 0.63% | Reduce -6.8% | 10,380 | $2.2M |
| Intrua Financial, LLC | 0.24% | Add +37.0% | 10,364 | $2.2M |
| Brookstone Capital Management | 0.03% | Add +1.7% | 10,339 | $2.2M |
| Xcelsior Advisor Partners LLC | 0.84% | Add +164.4% | 10,326 | $2.2M |
| Granite Harbor Advisors, Inc. | 0.96% | Reduce -16.9% | 10,312 | $2.2M |
| CreativeOne Wealth, LLC | 0.05% | Add +65.8% | 10,295 | $2.2M |
| Horizon Wealth Management, LLC | 0.32% | Add +54.2% | 10,286 | $2.2M |
| Intrepid Financial Planning Group LLC | 0.89% | Reduce -7.0% | 10,264 | $2.2M |
| Affiance Financial, LLC | 0.36% | No change | 10,247 | $2.2M |
| Mattern Capital Management, LLC | 0.26% | Add +2.3% | 10,246 | $2.2M |
| jvl associates llc | 0.73% | No change | 10,211 | $2.2M |
| Beacon Advisors Holdings, LLC | 1.17% | Reduce -1.9% | 10,207 | $2.2M |
| NovaPoint Capital, LLC | 0.55% | Reduce -1.9% | 10,198 | $2.2M |
| New Age Alpha Advisors, LLC | 0.10% | Reduce -32.9% | 10,180 | $2.2M |
| Advisory Resource Group | 0.37% | Add +4.2% | 10,153 | $2.2M |
| Northeast Investment Management | 0.09% | Add +2.4% | 10,088 | $2.2M |
| Evolve Private Wealth, LLC | 0.12% | New | 10,080 | $2.2M |
| Bond & Devick Financial Network, Inc. | 0.60% | Add +1.6% | 10,070 | $2.2M |
| Clarion Wealth Managment Partners, LLC | 1.95% | Reduce -4.2% | 10,056 | $2.1M |
| Cullen Capital Management, LLC | 0.02% | Reduce -67.2% | 10,026 | $2.1M |
| Curtis Advisory Group, LLC | 0.46% | New | 9,996 | $2.1M |
| Tactive Advisors, LLC | 0.60% | Add +2.0% | 9,993 | $2.1M |
| WestHill Financial Advisors, Inc. | 0.41% | Reduce -2.7% | 9,980 | $2.1M |
| Summit Financial Strategies, Inc. | 0.17% | No change | 9,975 | $2.1M |
| Avantax Planning Partners, Inc. | 0.06% | Reduce -0.1% | 9,912 | $2.1M |
| Regal Investment Advisors LLC | 0.12% | Reduce -2.5% | 9,911 | $2.1M |
| Y-Intercept (Hong Kong) Ltd | 0.04% | New | 9,885 | $2.1M |
| Lee Danner & Bass Inc. | 0.13% | No change | 9,799 | $2.1M |
| Element Pointe Advisors, LLC | 0.39% | Reduce -2.1% | 9,764 | $2.1M |
| Trust Point Inc. | 0.18% | Add +154.2% | 9,750 | $2.1M |
| Glass Jacobson Investment Advisors llc | 0.72% | Reduce -0.2% | 9,741 | $2.1M |
| Coldstream Capital Management Inc. | 0.03% | Add +87.3% | 9,696 | $2.1M |
| Diversify Wealth Management, LLC | 0.04% | Add +22.3% | 9,120 | $2.1M |
| Verus Financial Partners, Inc. | 0.19% | Add +0.0% | 9,202 | $2.1M |
| Kingswood Wealth Advisors, LLC | 0.10% | Add +6.8% | 9,677 | $2.1M |
| Kanawha Capital Management LLC | 0.15% | Reduce -24.6% | 9,664 | $2.1M |
| Foster Dykema Cabot & Partners, LLC | 0.13% | Reduce -1.2% | 9,635 | $2.1M |
| Summit Trail Advisors, LLC | 0.03% | Reduce -31.4% | 9,630 | $2.1M |
| LRI Investments, LLC | 0.18% | Add +56.1% | 9,626 | $2.1M |
| Quotient Wealth Partners, LLC | 0.05% | Add +0.7% | 9,623 | $2.1M |
| InvesTrust | 0.86% | Reduce -2.4% | 9,589 | $2.0M |
| Steph & Co. | 0.58% | Reduce -1.0% | 9,527 | $2.0M |
| Walled Lake Planning & Wealth Management, LLC | 0.60% | Reduce -4.4% | 9,494 | $2.0M |
| Vista Capital Partners, Inc. | 0.20% | No change | 9,479 | $2.0M |
| Rf&l Wealth Management, LLC | 1.52% | Add +0.7% | 9,477 | $2.0M |
| Level Four Advisory Services, LLC | 0.07% | Reduce -89.4% | 9,422 | $2.0M |
| Sax Wealth Advisors, LLC | 0.10% | No change | 9,571 | $2.0M |
| BigSur Wealth Management LLC | 0.56% | Reduce -24.2% | 9,395 | $2.0M |
| EverSource Wealth Advisors, LLC | 0.06% | Reduce -7.0% | 9,388 | $2.0M |
| Clearwave Capital, LLC | 1.36% | Add +0.3% | 9,305 | $2.0M |
| McGlone Suttner Wealth Management, Inc. | 0.26% | Reduce -4.5% | 9,304 | $2.0M |
| Geneos Wealth Management Inc. | 0.05% | Add +0.4% | 9,300 | $2.0M |
| Bartlett & Co. Wealth Management LLC | 0.03% | No change | 8,631 | $2.0M |
| Benedict Financial Advisors Inc. | 0.41% | Add +2.1% | 9,259 | $2.0M |
| U.S. Capital Wealth Advisors, LLC | 0.05% | Add +5.5% | 9,218 | $2.0M |
| True North Advisors, LLC | 0.22% | No change | 9,192 | $2.0M |
| Deutsche Bank AG | 0.00% | Reduce -32.4% | 9,165 | $2.0M |
| DAVENPORT & Co LLC | 0.01% | Add +28.2% | 9,069 | $1.9M |
| Titleist Asset Management, LLC | 0.15% | Reduce -1.1% | 9,031 | $1.9M |
| IFC Advisors LLC | 0.28% | Reduce -22.2% | 9,005 | $1.9M |
| Next Level Private LLC | 0.43% | Add +0.3% | 8,985 | $1.9M |
| Insight Inv LLC | 1.05% | Reduce -8.2% | 8,971 | $1.9M |
| Mayport, LLC | 0.35% | Add +18.8% | 8,910 | $1.9M |
| Dymon Asia Capital (singapore) Pte. LTD. | 0.42% | New | 8,905 | $1.9M |
| Capital Asset Advisory Services LLC | 0.07% | Add +15.5% | 8,363 | $1.9M |
| Phillips Financial Management, LLC | 0.14% | Reduce -5.1% | 8,860 | $1.9M |
| Burling Wealth Partners, LLC | 0.31% | No change | 8,833 | $1.9M |
| Calamos Wealth Management LLC | 0.07% | Add +3.6% | 8,782 | $1.9M |
| Calamos Advisors LLC | 0.01% | New | 8,782 | $1.9M |
| Centerpoint Advisory Group | 1.41% | No change | 8,778 | $1.9M |
| Luts & Greenleigh Group, Inc. | 1.48% | Add +4.0% | 8,757 | $1.9M |
| Vigil Wealth Management, LLC | 1.51% | No change | 8,752 | $1.9M |
| Mycio Wealth Partners, LLC | 0.37% | No change | 8,715 | $1.9M |
| Advisor OS, LLC | 0.13% | Add +127.9% | 8,666 | $1.9M |
| Earned Wealth Advisors, LLC | 0.12% | Add +0.5% | 8,663 | $1.9M |
| Indiana Trust & Investment Management Co | 0.56% | No change | 8,559 | $1.8M |
| Breachway Investments LLC | 1.75% | Add +0.0% | 8,476 | $1.8M |
| Ameritas Advisory Services, LLC | 0.07% | Reduce -0.3% | 8,519 | $1.8M |
| RKL Wealth Management LLC | 0.16% | Add +2.4% | 8,471 | $1.8M |
| Intrust Bank NA | 0.15% | No change | 8,399 | $1.8M |
| Stableford Capital II LLC | 0.67% | Reduce -8.6% | 8,397 | $1.8M |
| David Kennon Inc | 0.64% | Add +4.9% | 8,373 | $1.8M |
| Nations Financial Group Inc, /Ia/ | 0.09% | Reduce -0.3% | 8,354 | $1.8M |
| Security Financial Services, INC. | 0.28% | New | 8,329 | $1.8M |
| Sage Mountain Advisors LLC | 0.12% | Add +14.1% | 8,321 | $1.8M |
| American Trust | 0.16% | Reduce -4.1% | 8,263 | $1.8M |
| Myecfo, LLC | 0.73% | Reduce -1.2% | 8,215 | $1.8M |
| Eldridge Investment Advisors, Inc. | 0.38% | Add +0.0% | 8,180 | $1.7M |
| GenWealth Group, Inc. | 0.30% | Reduce -0.4% | 8,133 | $1.7M |
| Paragon Financial Partners, Inc. | 0.98% | Add +1.3% | 7,707 | $1.7M |
| Freestone Capital Holdings, LLC | 0.05% | Add +10.9% | 8,062 | $1.7M |
| Foundations Investment Advisors, LLC | 0.02% | Add +41.7% | 8,042 | $1.7M |
| Alamar Capital Management, LLC | 1.05% | No change | 8,029 | $1.7M |
| Sound View Wealth Advisors Group, LLC | 0.12% | No change | 7,993 | $1.7M |
| First Western Trust Bank | 0.09% | Add +5.0% | 7,976 | $1.7M |
| Perennial Investment Advisors, LLC | 0.14% | Add +8.6% | 7,942 | $1.7M |
| Clifford Group, LLC | 1.31% | Reduce -0.9% | 7,937 | $1.7M |
| Anchor Investment Management, LLC | 0.14% | Add +0.2% | 7,917 | $1.7M |
| Bannerman Wealth Management Group, LLC | 1.13% | Reduce -1.6% | 7,842 | $1.7M |
| Great Waters Wealth Management | 0.18% | Reduce -0.1% | 7,841 | $1.7M |
| Fiduciary Trust Co | 0.02% | Reduce -2.8% | 7,826 | $1.7M |
| Nabity-Jensen Investment Management Inc | 1.16% | No change | 7,818 | $1.7M |
| Jordan Park Group LLC | 0.09% | No change | 7,799 | $1.7M |
| Beacon Financial Group | 0.17% | No change | 7,798 | $1.7M |
| Barrett & Company, Inc. | 0.57% | Reduce -3.4% | 7,792 | $1.7M |
| Banque Cantonale Vaudoise | 0.06% | New | 7,783 | $1.7M |
| Qube Research & Technologies Ltd | 0.00% | Reduce -64.0% | 7,776 | $1.7M |
| Eagle Capital Management LLC | 0.01% | Reduce -98.2% | 7,759 | $1.7M |
| National Philanthropic Trust | 0.02% | Reduce -55.6% | 7,719 | $1.6M |
| Columbia Bank | 0.47% | Add +28.8% | 7,668 | $1.6M |
| Harbour Investments, Inc. | 0.03% | Add +22.6% | 7,666 | $1.6M |
| Key Financial Inc | 0.29% | No change | 7,662 | $1.6M |
| Prosperity Planning, Inc. | 0.59% | Reduce -10.9% | 7,662 | $1.6M |
| United Advisor Group, LLC | 0.20% | Add +20.8% | 7,621 | $1.6M |
| Laird Norton Wetherby Trust Company, LLC | 0.04% | Reduce -0.5% | 7,578 | $1.6M |
| Mma Asset Management LLC | 0.57% | Reduce -1.8% | 7,528 | $1.6M |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.02% | Reduce -8.5% | 7,245 | $1.6M |
| Financial Discovery Group Inc. | 3.72% | — | 7,449 | $1.6M |
| Cardiff Park Advisors, LLC | 0.13% | Add +0.1% | 7,439 | $1.6M |
| Cooke Wealth Management, LLC | 1.40% | Reduce -2.1% | 7,411 | $1.6M |
| Galvin, Gaustad & Stein, LLC | 0.13% | Add +242.9% | 7,376 | $1.6M |
| Fifth Third Securities, Inc. | 0.10% | Reduce -26.1% | 7,361 | $1.6M |
| Keystone Wealth Services, LLC | 0.34% | Reduce -14.2% | 7,356 | $1.6M |
| Pinnacle Associates Ltd. | 0.02% | Add +0.6% | 7,355 | $1.6M |
| SouthState Bank Corp | 0.07% | Add +1.4% | 7,314 | $1.6M |
| Cambridge Capital Management, LLC | 0.67% | No change | 7,293 | $1.6M |
| Bruce G. Allen Investments, LLC | 1.02% | Reduce -1.1% | 7,292 | $1.6M |
| Legacy Advisors, LLC | 0.18% | No change | 7,257 | $1.6M |
| Greenleaf Trust | 0.02% | Add +1.0% | 7,183 | $1.5M |
| Providence First Trust Co | 0.54% | Reduce -5.9% | 7,130 | $1.5M |
| Enclave Advisors LLC | 0.22% | Reduce -4.5% | 7,096 | $1.5M |
| Opus Capital Group, LLC | 0.16% | No change | 7,092 | $1.5M |
| First Manhattan Co. Llc. | 0.00% | Reduce -11.6% | 7,028 | $1.5M |
| Advisors Capital Management, LLC | 0.02% | Add +8.3% | 7,012 | $1.5M |
| Greenspring Advisors, LLC | 0.09% | Add +0.9% | 7,002 | $1.5M |
| Wick Capital Partners, LLC | 0.27% | Add +1.3% | 6,996 | $1.5M |
| Readystate Asset Management LP | 0.15% | New | 6,972 | $1.5M |
| Angeles Wealth Management, LLC | 0.08% | Add +0.5% | 6,966 | $1.5M |
| Global Wealth Management, LLC | 0.81% | No change | 6,964 | $1.5M |
| Cambridge Financial Group, LLC | 0.50% | Reduce -14.8% | 6,955 | $1.5M |
| Almanack Investment Partners, LLC. | 0.25% | No change | 6,918 | $1.5M |
| West Michigan Advisors, LLC | 0.32% | Reduce -0.3% | 6,889 | $1.5M |
| Global Strategic Investment Solutions, LLC | 0.14% | Add +0.3% | 6,819 | $1.5M |
| Tannin Capital LLC | 1.06% | Reduce -5.5% | 6,806 | $1.5M |
| BHK Investment Advisors, LLC | 0.49% | Add +0.0% | 6,805 | $1.5M |
| Connecticut Wealth Management, LLC | 0.06% | Add +10.9% | 6,791 | $1.5M |
| Twin Peaks Wealth Advisors, LLC | 0.37% | Add +2.9% | 6,784 | $1.4M |
| Colonial Trust Co / SC | 0.20% | Reduce -1.6% | 6,782 | $1.4M |
| American Financial Advisors, LLC | 0.19% | Add +0.1% | 6,782 | $1.4M |
| Texas Capital Bank Wealth Management Services Inc | 0.09% | Reduce -0.8% | 6,774 | $1.4M |
| Garde Capital, Inc. | 0.09% | No change | 6,771 | $1.4M |
| First Hawaiian Bank | 0.20% | No change | 6,771 | $1.4M |
| Capital Investment Advisors, LLC | 0.02% | Add +5.8% | 6,721 | $1.4M |
| HUB Investment Partners, LLC | 0.04% | Add +29.2% | 6,706 | $1.4M |
| Cascade Wealth Advisors, Inc | 0.63% | No change | 6,117 | $1.4M |
| Krilogy Financial LLC | 0.05% | Add +0.1% | 6,351 | $1.4M |
| Market Street Wealth Management Advisors LLC | 0.23% | Reduce -2.1% | 6,680 | $1.4M |
| Guardian Wealth Advisors, LLC / NC | 0.09% | Reduce -0.0% | 6,664 | $1.4M |
| Bensler, LLC | 0.15% | Reduce -14.6% | 6,646 | $1.4M |
| McAdam, LLC | 0.06% | Reduce -21.1% | 6,644 | $1.4M |
| Asset Dedication, LLC | 0.10% | Reduce -12.8% | 6,634 | $1.4M |
| Northstar Group, Inc. | 0.21% | Add +0.1% | 6,632 | $1.4M |
| Mascoma Wealth Management LLC | 0.29% | Add +11.9% | 6,580 | $1.4M |
| Becker Capital Management Inc. | 0.04% | Reduce -52.9% | 6,575 | $1.4M |
| Exencial Wealth Advisors, LLC | 0.04% | Reduce -0.1% | 6,569 | $1.4M |
| Forvis Mazars Wealth Advisors, LLC | 0.03% | Reduce -0.8% | 6,549 | $1.4M |
| Bradley Foster & Sargent Inc. | 0.02% | Reduce -1.7% | 6,517 | $1.4M |
| HORAN Wealth, LLC | 0.13% | Add +100.0% | 6,606 | $1.4M |
| VeraBank, N.A. | 0.25% | No change | 6,485 | $1.4M |
| Ethos Financial Group, LLC | 0.10% | Reduce -2.0% | 6,604 | $1.4M |
| Canvas Wealth Advisors, LLC | 0.24% | No change | 6,480 | $1.4M |
| Bailard, Inc. | 0.03% | No change | 6,468 | $1.4M |
| Frederick Financial Consultants, LLC | 0.69% | Reduce -3.8% | 6,460 | $1.4M |
| Tranquility Partners, LLC | 0.52% | Add +7.4% | 6,458 | $1.4M |
| Verum Partners LLC | 0.26% | Reduce -0.4% | 6,445 | $1.4M |
| Larson Financial Group LLC | 0.04% | Reduce -6.8% | 6,398 | $1.4M |
| Jump Financial, LLC | 0.02% | New | 6,341 | $1.4M |
| Dakota Wealth Management | 0.03% | Reduce -3.0% | 6,313 | $1.3M |
| Matrix Asset Advisors Inc. | 0.12% | Add +0.0% | 6,306 | $1.3M |
| Smead Capital Management, Inc. | 0.03% | Add +42.6% | 6,264 | $1.3M |
| Wetzel Investment Advisors, Inc. | 0.53% | Reduce -1.2% | 6,245 | $1.3M |
| T. Rowe Price Associates Inc. | 0.00% | Add +90.6% | 6,226 | $1.3M |
| Southern Michigan Bank & Trust | 0.51% | — | 6,227 | $1.3M |
| High Probability Advisors, LLC | 0.17% | Reduce -5.2% | 6,221 | $1.3M |
| MLG Wealth Management DBA Pine Grove Financial Group | 0.15% | Add +0.5% | 6,204 | $1.3M |
| Texas Bank & Trust Co | 0.49% | No change | 6,168 | $1.3M |
| Main Street Financial Solutions, LLC | 0.10% | Reduce -1.9% | 6,146 | $1.3M |
| Thrive Wealth Management, LLC | 0.20% | Add +3.0% | 6,128 | $1.3M |
| Asempa Wealth Advisors | 1.14% | Reduce -44.0% | 6,089 | $1.3M |
| Crusonia Wealth Advisors LLC | 0.27% | Reduce -0.9% | 6,107 | $1.3M |
| Certified Advisory Corp | 0.12% | Reduce -1.9% | 6,086 | $1.3M |
| Turtle Creek Wealth Advisors, LLC | 0.10% | Reduce -25.8% | 6,085 | $1.3M |
| Seneca Financial Advisors LLC | 0.38% | Add +0.1% | 6,061 | $1.3M |
| TFO Wealth Partners, LLC | 0.18% | Add +0.4% | 6,051 | $1.3M |
| Warwick Investment Management, Inc. | 0.19% | Add +0.1% | 6,039 | $1.3M |
| Whitegate Investment Counselors, Inc. | 0.41% | Reduce -5.5% | 6,030 | $1.3M |
| Bogart Wealth, LLC | 0.05% | Add +27.2% | 6,008 | $1.3M |
| Trust Co of the South | 0.21% | No change | 6,000 | $1.3M |
| Amplius Wealth Advisors, LLC | 0.11% | Reduce -4.2% | 5,987 | $1.3M |
| SkyView Investment Advisors, LLC | 0.17% | No change | 5,975 | $1.3M |
| Personal Cfo Solutions, LLC | 0.18% | Reduce -18.9% | 5,937 | $1.3M |
| Sigma Investment Counselors Inc. | 0.07% | Reduce -0.8% | 5,912 | $1.3M |
| Welch & Forbes LLC | 0.02% | Reduce -17.5% | 5,895 | $1.3M |
| Meridian Wealth Management, LLC | 0.04% | Reduce -0.8% | 5,893 | $1.3M |
| Belpointe Asset Management LLC | 0.05% | Reduce -4.6% | 5,864 | $1.3M |
| Capital Advantage, Inc. | 0.16% | No change | 5,850 | $1.3M |
| QRG Capital Management, Inc. | 0.01% | Reduce -42.3% | 5,838 | $1.2M |
| Encompass Wealth Advisors, LLC | 0.43% | No change | 5,821 | $1.2M |
| KMG Fiduciary Partners, LLC | 0.09% | Add +0.7% | 5,818 | $1.2M |
| Modern Wealth Management, LLC | 0.02% | New | 5,760 | $1.2M |
| Choate Investment Advisors | 0.02% | No change | 5,786 | $1.2M |
| Curi Capital, LLC | 0.02% | Reduce -5.2% | 5,780 | $1.2M |
| Apollon Financial, LLC | 0.17% | Reduce -6.5% | 5,766 | $1.2M |
| Proficio Capital Partners LLC | 0.07% | No change | 5,761 | $1.2M |
| Fragasso Financial Advisors Inc | 0.07% | No change | 5,645 | $1.2M |
| F/m Investments LLC | 0.08% | Add +4.8% | 5,720 | $1.2M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.15% | Add +0.4% | 5,720 | $1.2M |
| Middleton & Co. Inc. | 0.14% | No change | 5,696 | $1.2M |
| Russell Investments Group, Ltd. | 0.00% | Reduce -3.3% | 5,693 | $1.2M |
| Sendero Wealth Management, LLC | 0.13% | No change | 5,693 | $1.2M |
| Stonebridge Financial Group, LLC / MO | 1.02% | Add +0.2% | 5,687 | $1.2M |
| Walsh & Associates, LLC | 1.20% | Reduce -3.6% | 5,684 | $1.2M |
| Nomura Asset Management International Inc. | 0.00% | New | 5,668 | $1.2M |
| Colter Lewis Investment Partners LLC | 1.14% | New | 5,653 | $1.2M |
| Live Oak Private Wealth LLC | 0.17% | Reduce -0.1% | 5,627 | $1.2M |
| Strategic Blueprint, LLC | 0.07% | Reduce -27.7% | 5,584 | $1.2M |
| Investment Advisory Group, LLC | 0.30% | Reduce -7.9% | 5,572 | $1.2M |
| Fort Point Capital Partners LLC | 0.16% | Add +0.3% | 5,565 | $1.2M |
| Daybright Advisory Services, Inc. | 0.33% | Add +20.6% | 5,554 | $1.2M |
| Moneco Advisors, LLC | 0.09% | Add +0.1% | 5,549 | $1.2M |
| Elyxium Wealth, LLC | 0.38% | Add +107.9% | 5,541 | $1.2M |
| Wesbanco Bank Inc. | 0.03% | Reduce -0.1% | 5,533 | $1.2M |
| Jacobi Capital Management LLC | 0.07% | Reduce -4.2% | 5,483 | $1.2M |
| First Foundation Advisors | 0.05% | Add +5.8% | 5,476 | $1.2M |
| Bci Securities, Inc. | 11.52% | No change | 5,471 | $1.2M |
| CRA Financial Services, LLC | 0.15% | Add +3.1% | 5,464 | $1.2M |
| Parisi Gray Wealth Management | 0.28% | Reduce -1.2% | 5,438 | $1.2M |
| Evergreen Capital Management LLC | 0.03% | Reduce -9.6% | 5,427 | $1.2M |
| Ascentis Independent Advisors | 0.09% | Add +131.9% | 5,411 | $1.2M |
| TCI Wealth Advisors, Inc. | 0.06% | Reduce -1.7% | 5,404 | $1.2M |
| Blueline Advisors LLC | 0.90% | No change | 5,402 | $1.2M |
| Vawter Financial, Ltd. | 0.49% | No change | 5,399 | $1.2M |
| Fairvoy Private Wealth, LLC | 0.28% | Reduce -7.7% | 5,396 | $1.2M |
| Bridgewater Advisors Inc. | 0.07% | Add +1.5% | 4,905 | $1.2M |
| Bedel Financial Consulting, Inc. | 0.13% | Add +3.7% | 5,388 | $1.2M |
| AlphaCore Capital LLC | 0.03% | Reduce -14.8% | 5,385 | $1.2M |
| Adirondack Trust Co. | 0.39% | Reduce -1.3% | 5,368 | $1.1M |
| R.H. Investment Group, LLC | 0.88% | New | 5,162 | $1.1M |
| Staley Capital Advisers Inc. | 0.05% | No change | 5,358 | $1.1M |
| Alteri Wealth LLC | 0.37% | Reduce -3.3% | 5,355 | $1.1M |
| BlueChip Wealth Advisors LLC | 0.50% | Add +3.9% | 5,350 | $1.1M |
| Core Wealth Advisors, Inc. | 0.27% | No change | 5,339 | $1.1M |
| Stonebridge Financial Planning Group, LLC | 0.42% | Add +0.1% | 5,325 | $1.1M |
| Chesley Taft & Associates LLC | 0.05% | No change | 5,316 | $1.1M |
| Cornerstone Wealth Management, LLC | 0.06% | Reduce -3.1% | 5,313 | $1.1M |
| Ellevest, Inc. | 0.16% | Add +2.7% | 5,308 | $1.1M |
| Lantz Financial LLC | 0.23% | Reduce -33.3% | 5,307 | $1.1M |
| Fortitude Family Office, LLC | 0.25% | No change | 5,300 | $1.1M |
| Higgins & Schmidt Wealth Strategies LLC | 0.51% | Add +12.9% | 5,269 | $1.1M |
| YANKCOM Partnership | 0.46% | No change | 5,258 | $1.1M |
| PFG Investments, LLC | 0.05% | Reduce -5.3% | 5,244 | $1.1M |
| Investmark Advisory Group LLC | 0.48% | Add +0.2% | 5,230 | $1.1M |
| JP Wealth Management, Inc. | 0.76% | No change | 5,216 | $1.1M |
| Principal Securities, Inc. | 0.02% | Add +88.2% | 5,213 | $1.1M |
| Rodgers & Associates, LTD | 0.11% | Add +2.7% | 5,201 | $1.1M |
| XTX Topco Ltd | 0.02% | New | 5,200 | $1.1M |
| Vann Equity Management LLC | 0.79% | — | 5,196 | $1.1M |
| Baron Silver Stevens Financial Advisors, LLC | 0.16% | Reduce -33.5% | 5,193 | $1.1M |
| Sharkey, Howes & Javer | 0.15% | Add +0.1% | 5,190 | $1.1M |
| Anderson Hoagland & Co. | 0.10% | No change | 5,183 | $1.1M |
| Zhang Financial LLC | 0.04% | Add +21.6% | 5,161 | $1.1M |
| Bonfire Financial | 0.83% | Add +0.4% | 5,156 | $1.1M |
| BSW Wealth Partners | 0.13% | No change | 5,148 | $1.1M |
| CENTRAL TRUST Co | 0.02% | Reduce -2.6% | 5,109 | $1.1M |
| City Holding Co. | 0.14% | Reduce -1.7% | 5,106 | $1.1M |
| International Assets Investment Management, LLC | 0.08% | Reduce -22.0% | 5,069 | $1.1M |
| Sigma Planning Corp | 0.03% | Add +3.9% | 5,093 | $1.1M |
| Tassel Capital Management, Inc. | 0.59% | Add +0.4% | 5,056 | $1.1M |
| S&co Inc. | 0.07% | No change | 5,050 | $1.1M |
| Elmwood Wealth Management, Inc. | 0.30% | Add +11.9% | 5,042 | $1.1M |
| Virtue Capital Management, LLC | 0.16% | Add +49.8% | 5,114 | $1.1M |
| Beaumont Financial Advisors, LLC | 0.07% | Add +0.1% | 4,977 | $1.1M |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Add +219.4% | 4,966 | $1.1M |
| Hoese & Co LLP | 0.79% | No change | 4,963 | $1.1M |
| Fiducient Advisors LLC | 0.14% | Reduce -1.9% | 4,947 | $1.1M |
| Nvest Financial, LLC | 0.39% | Add +2.1% | 4,944 | $1.1M |
| Root Financial Partners, LLC | 0.05% | Add +5.4% | 4,927 | $1.1M |
| Kornitzer Capital Management Inc. | 0.02% | Reduce -4.2% | 4,925 | $1.1M |
| Sidoxia Capital Management, LLC | 0.91% | — | 4,921 | $1.1M |
| Bison Wealth, LLC | 0.10% | Add +16.2% | 4,451 | $1.0M |
| Symmetry Partners, LLC | 0.06% | Reduce -0.8% | 4,863 | $1.0M |
| HighPoint Advisor Group LLC | 0.04% | Reduce -6.1% | 4,844 | $1.0M |
| Wise Wealth Partners | 1.40% | Add +0.4% | 4,839 | $1.0M |
| Tsfg, LLC | 0.16% | Add +0.7% | 4,831 | $1.0M |
| Park Place Capital Corp | 0.21% | Reduce -51.1% | 4,806 | $1.0M |
| Robinson Value Management, Ltd. | 0.57% | Add +4.2% | 4,779 | $1.0M |
| Uptick Partners, LLC | 0.20% | Reduce -5.3% | 4,774 | $1.0M |
| Independent Financial Group, LLC | 0.02% | Add +0.2% | 4,749 | $1.0M |
| Burke & Herbert Bank & Trust Co. | 0.28% | No change | 4,727 | $1.0M |
| WealthShield Partners, LLC | 0.11% | Reduce -19.6% | 4,725 | $1.0M |
| Elevate Wealth Advisory, Inc. | 0.64% | Reduce -3.2% | 4,712 | $1.0M |
| Aegis Wealth Management LLC | 0.57% | No change | 4,699 | $1.0M |
| Hazlett, Burt & Watson, Inc. | 0.31% | Add +0.0% | 4,685 | $1.0M |
| J. Safra Sarasin Holding AG | 0.02% | No change | 4,764 | $998K |
| ES4, LLC | 0.64% | Add +0.4% | 4,640 | $991K |
| MBL Wealth, LLC | 0.07% | No change | 4,634 | $990K |
| Patten Group, Inc. | 0.17% | Reduce -2.8% | 4,620 | $987K |
| Capital Group Private Client Services, Inc. | 0.02% | Add +20.7% | 4,605 | $984K |
| Kestra Investment Management, LLC | 0.02% | Add +81.1% | 4,597 | $982K |
| Aspen Grove Capital, LLC | 0.19% | Add +1.5% | 4,583 | $979K |
| Walkner Condon Financial Advisors LLC | 0.13% | Reduce -4.0% | 4,579 | $978K |
| Accurate Wealth Management, LLC | 0.12% | No change | 4,387 | $973K |
| Charter Oak Capital Management, LLC | 0.08% | Add +19.5% | 4,552 | $973K |
| Guidance Point Advisors, LLC | 0.24% | Add +0.3% | 4,542 | $973K |
| MOR Wealth Management, LLC | 0.45% | No change | 4,550 | $972K |
| Robertson Stephens Wealth Management, LLC | 0.03% | Reduce -1.9% | 4,550 | $972K |
| Woodside Wealth Management LLC | 0.76% | Reduce -2.8% | 4,535 | $969K |
| First Bank & Trust | 0.16% | Reduce -1.9% | 4,521 | $966K |
| RiverFront Investment Group, LLC | 0.01% | Add +4.5% | 4,508 | $963K |
| Sovran Advisors, LLC | 0.08% | Add +3.3% | 4,165 | $963K |
| Occidental Asset Management, LLC | 0.11% | No change | 4,504 | $962K |
| Tower Bridge Advisors | 0.09% | New | 4,500 | $962K |
| Roehl & Yi Investment Advisors, LLC | 0.36% | Reduce -18.3% | 4,457 | $952K |
| Coastline Trust Co | 0.09% | Reduce -26.2% | 4,455 | $952K |
| Annex Advisory Services, LLC | 0.02% | Reduce -6.5% | 4,448 | $950K |
| Farmers & Merchants Investments Inc. | 0.03% | Reduce -16.2% | 4,434 | $947K |
| Regent Peak Wealth Advisors LLC | 0.19% | No change | 4,421 | $945K |
| Regimen Wealth, LLC | 0.27% | Add +0.1% | 4,396 | $939K |
| Clark Capital Management Group, Inc. | 0.01% | Reduce -17.0% | 4,388 | $938K |
| American National Bank & Trust | 0.09% | Reduce -0.5% | 4,383 | $937K |
| Hoge Financial Services, LLC | 0.50% | Add +0.4% | 4,368 | $933K |
| Vanguard Advisers Inc. | 0.00% | — | 4,358 | $931K |
| Mezzasalma Advisors, LLC | 0.24% | No change | 4,333 | $926K |
| Magnolia Private Wealth, LLC | 0.61% | No change | 4,302 | $919K |
| Wedmont Private Capital | 0.03% | Add +0.1% | 4,126 | $916K |
| Veracity Capital LLC | 0.33% | Reduce -1.2% | 4,286 | $916K |
| Legacy Trust | 0.18% | Reduce -17.2% | 4,285 | $916K |
| First National Trust Co | 0.03% | Reduce -36.9% | 4,278 | $914K |
| Embree Financial Group | 0.11% | Reduce -1.6% | 4,264 | $911K |
| German American Bancorp, Inc. | 0.08% | Reduce -6.6% | 4,257 | $910K |
| Golden Road Advisors LLC | 0.52% | Reduce -3.4% | 4,248 | $908K |
| Matthew Goff Investment Advisor, LLC | 0.15% | Reduce -2.1% | 4,244 | $907K |
| Signature Estate & Investment Advisors LLC | 0.02% | Add +32.7% | 4,243 | $907K |
| Barnett & Company, Inc. | 0.70% | No change | 4,236 | $905K |
| LongView Wealth Management | 0.23% | Reduce -1.5% | 4,025 | $905K |
| Flagship Harbor Advisors, LLC | 0.04% | Reduce -1.7% | 4,198 | $897K |
| Edgestream Partners, L.P. | 0.03% | Reduce -44.3% | 4,180 | $893K |
| Partners in Financial Planning | 0.15% | Add +0.1% | 4,165 | $890K |
| 1834 Investment Advisors Co. | 0.11% | Reduce -1.8% | 4,165 | $890K |
| Resonant Capital Advisors, LLC | 0.05% | Add +2.5% | 4,165 | $890K |
| Journey Strategic Wealth LLC | 0.02% | Reduce -7.7% | 4,160 | $889K |
| Plante Moran Financial Advisors, LLC | 0.06% | Reduce -13.5% | 4,150 | $887K |
| Evergreen Advisors, LLC | 0.21% | No change | 4,128 | $882K |
| Lakewood Asset Management LLC | 0.56% | Reduce -6.5% | 4,121 | $880K |
| PKS Advisory Services, LLC | 0.20% | Reduce -6.3% | 4,113 | $879K |
| Pacific Financial Group Inc. | 0.47% | Add +15.6% | 4,098 | $876K |
| Eight 31 Financial, LLC | 0.53% | No change | 4,077 | $871K |
| American Investment Services, Inc. | 0.19% | No change | 4,076 | $871K |
| Crestwood Advisors Group, LLC | 0.01% | Reduce -0.1% | 4,050 | $865K |
| Ascent Advisors, LLC | 1.59% | — | 4,039 | $863K |
| MRWM Advisors, LLC | 0.47% | Add +1.5% | 4,037 | $863K |
| Independence Bank of Kentucky | 0.11% | Add +13.8% | 4,021 | $859K |
| Kelman-Lazarov, Inc. | 0.12% | Reduce -0.8% | 4,019 | $859K |
| Lutz Financial Services LLC | 0.06% | Reduce -3.9% | 4,010 | $857K |
| Paragon Capital Management Ltd | 0.18% | Reduce -4.7% | 4,008 | $856K |
| Alpha Financial Advisors, LLC | 0.26% | No change | 4,003 | $855K |
| Bantamac Capital, LLC | 0.62% | No change | 4,000 | $855K |
| Magnolia Capital Advisors LLC | 0.17% | Reduce -0.5% | 3,998 | $854K |
| Bell Bank | 0.04% | Add +19.9% | 3,985 | $851K |
| Rice Partnership, LLC | 0.12% | Reduce -1.6% | 3,963 | $847K |
| DiNuzzo Private Wealth, Inc. | 0.09% | No change | 3,958 | $846K |
| FinArc Investments, Inc. | 0.81% | — | 3,954 | $845K |
| Brown Financial Advisory | 0.42% | Reduce -0.5% | 3,949 | $844K |
| CVA Family Office, LLC | 0.09% | Reduce -0.2% | 3,941 | $842K |
| Curran Financial Partners, LLC | 0.15% | Add +0.1% | 3,930 | $840K |
| Hilltop Holdings Inc. | 0.08% | Reduce -89.4% | 3,902 | $834K |
| First United Bank & Trust | 0.27% | No change | 3,867 | $826K |
| William Howard & Co Financial Advisors Inc | 0.71% | Add +0.4% | 3,865 | $826K |
| Money Concepts Capital Corp. | 0.05% | Add +12.1% | 3,863 | $825K |
| Continuum Advisory, LLC | 0.08% | Reduce -0.2% | 3,848 | $822K |
| Sbe LLC Dba Cedar Cove Wealth Partners | 0.43% | Reduce -3.1% | 3,843 | $821K |
| ABLE Financial Group, LLC | 0.16% | Reduce -2.6% | 3,842 | $821K |
| Lowery Thomas, LLC | 0.47% | Add +0.4% | 3,839 | $820K |
| Huntington National Bank | 0.01% | New | 3,834 | $819K |
| Invenio Wealth Partners LLC | 0.32% | Reduce -9.7% | 3,830 | $818K |
| Harbor Asset Planning, Inc. | 0.69% | Add +1.5% | 3,827 | $818K |
| Sunpointe, LLC | 0.27% | No change | 3,802 | $812K |
| AdvisorNet Financial, Inc | 0.04% | Reduce -7.5% | 3,802 | $812K |
| Emprise Bank | 0.33% | No change | 3,801 | $812K |
| Michels Family Financial, LLC | 0.58% | Reduce -0.6% | 3,793 | $810K |
| GLR Partners, LLC | 0.44% | — | 3,785 | $809K |
| Roxbury Financial LLC | 0.73% | Reduce -0.8% | 3,774 | $806K |
| Mayflower Financial Advisors, LLC | 0.10% | No change | 3,760 | $803K |
| Legacy Capital Wealth Partners, LLC | 0.17% | Reduce -12.3% | 3,759 | $803K |
| Balboa Wealth Partners | 0.13% | Reduce -7.0% | 3,734 | $798K |
| Archford Capital Strategies, LLC | 0.09% | Add +1.7% | 3,726 | $796K |
| Strategic Family Wealth Counselors, L.L.C. | 0.21% | Add +34.9% | 3,699 | $790K |
| Brooklyn Investment Group | 0.02% | Add +52.9% | 3,696 | $790K |
| BKM Wealth Management, LLC | 0.29% | Reduce -1.1% | 3,683 | $787K |
| Johnson Bixby & Associates, LLC | 0.10% | Reduce -3.0% | 3,658 | $782K |
| Rockbridge Investment Management, LCC | 0.07% | Add +0.0% | 3,658 | $782K |
| MWA Asset Management | 0.43% | Reduce -1.9% | 3,650 | $780K |
| Townsquare Capital LLC | 0.18% | Reduce -82.7% | 3,647 | $779K |
| Activest Wealth Management | 0.14% | No change | 3,642 | $778K |
| Woodmont Investment Counsel LLC | 0.05% | Reduce -11.2% | 3,631 | $776K |
| Benchmark Financial Wealth Advisors, LLC | 0.21% | Reduce -3.3% | 3,622 | $774K |
| Heartwood Wealth Advisors LLC | 0.07% | Add +46.9% | 3,619 | $773K |
| Warner Financial, Inc. | 0.27% | Add +0.3% | 3,617 | $773K |
| 3 Factor Indexing, LLC | 0.73% | — | 3,615 | $772K |
| First County Bank | 0.41% | Reduce -4.5% | 3,606 | $770K |
| Hanover Advisors Inc. | 0.31% | No change | 3,604 | $770K |
| James Investment Research, Inc. | 0.09% | Reduce -4.3% | 3,584 | $766K |
| Mars Jewett Financial Group, Inc. | 0.24% | Add +0.2% | 3,572 | $763K |
| Moss Adams Wealth Advisors LLC | 0.06% | No change | 3,567 | $762K |
| XY Planning Network, Inc. | 0.12% | New | 3,544 | $762K |
| Capital City Trust Co. | 0.17% | No change | 3,563 | $761K |
| Empire Financial Management Company, LLC | 0.17% | No change | 3,562 | $761K |
| Roble, Belko & Company, Inc | 0.10% | No change | 3,559 | $760K |
| GM Advisory Group, LLC | 0.03% | Reduce -1.6% | 3,555 | $760K |
| TMB Capital Partners, LLC | 0.26% | Reduce -8.8% | 3,552 | $759K |
| Kesler, Norman & Wride, LLC | 0.13% | No change | 3,550 | $759K |
| Collective Family Office LLC | 0.17% | Reduce -6.4% | 3,548 | $758K |
| Stanich Group LLC | 0.58% | Add +0.2% | 3,548 | $758K |
| Financial Guidance Group, Inc. | 0.30% | No change | 3,542 | $757K |
| Texas Yale Capital Corp. | 0.02% | No change | 3,540 | $756K |
| First Financial Corp. | 0.30% | Reduce -2.3% | 3,522 | $753K |
| MassMutual Private Wealth & Trust, FSB | 0.02% | Reduce -18.5% | 3,519 | $752K |
| Waterfront Wealth Inc. | 0.14% | Reduce -0.1% | 3,508 | $750K |
| Pitcairn Wealth Advisors LLC | 0.07% | No change | 3,539 | $744K |
| MCF Advisors LLC | 0.03% | Add +80.0% | 3,467 | $741K |
| Cornell Pochily Investment Advisors, Inc. | 0.22% | New | 3,464 | $740K |
| Gateway Wealth Partners, LLC | 0.03% | Add +105.5% | 3,457 | $739K |
| Manhattan West Asset Management, LLC | 0.14% | No change | 3,455 | $738K |
| Auxano Advisors, LLC | 0.15% | No change | 3,442 | $735K |
| Natural Investments, LLC | 0.18% | Reduce -2.0% | 3,435 | $733K |
| Odyssey Capital Advisors, Inc. | 0.65% | Reduce -11.0% | 3,416 | $730K |
| Greatmark Investment Partners, Inc. | 0.09% | No change | 3,413 | $729K |
| Jaffetilchin Investment Partners, LLC | 0.04% | Reduce -0.2% | 3,403 | $727K |
| Leo Wealth, LLC | 0.05% | Reduce -2.2% | 3,398 | $726K |
| Cascade Financial Partners, LLC | 0.07% | No change | 3,397 | $726K |
| Signal Advisors Wealth, LLC | 0.05% | Add +14.7% | 3,394 | $725K |
| Westmount Partners, LLC | 0.18% | No change | 3,388 | $724K |
| Stonebrook Private Inc. | 0.15% | Reduce -1.6% | 3,382 | $723K |
| Glassman Wealth Services | 0.10% | Add +6.9% | 3,376 | $721K |
| Miller Investment Management, LP | 0.07% | No change | 3,368 | $720K |
| Fort Sheridan Advisors LLC | 0.09% | Add +3.3% | 3,366 | $719K |
| BankPlus Trust Department | 0.19% | No change | 3,363 | $719K |
| Darwin Wealth Management, LLC | 0.22% | Add +4.5% | 3,345 | $715K |
| Peck Wealth Management, LLC | 0.71% | No change | 3,336 | $713K |
| Debussy Capital Management LP | 0.10% | Add +0.1% | 3,332 | $712K |
| Capital Investment Advisory Services, LLC | 0.05% | Add +2.9% | 3,323 | $710K |
| Clear Harbor Asset Management, LLC | 0.05% | Add +151.6% | 3,311 | $707K |
| Baltimore-Washington Financial Advisors, Inc. | 0.03% | Add +8.3% | 3,301 | $705K |
| Klingenstein Fields & Co. LP | 0.03% | Add +0.3% | 3,297 | $704K |
| Joel Adams & Associates, Inc. | 0.52% | Add +0.4% | 3,293 | $704K |
| Obsidian Cio, LLC | 0.63% | Add +96.9% | 3,281 | $701K |
| Melfa Wealth Management, Inc. | 0.40% | Add +0.1% | 3,278 | $700K |
| Forthright Family Wealth Advisory LLC | 0.47% | New | 3,876 | $694K |
| B. Riley Wealth Advisors, Inc. | 0.04% | Reduce -52.7% | 3,306 | $692K |
| Retirement Planning Group, LLC | 0.02% | Add +16.6% | 3,239 | $692K |
| Greenup Street Wealth Management LLC | 0.10% | Reduce -0.7% | 3,234 | $691K |
| Front Row Advisors LLC | 0.23% | Add +19.8% | 3,228 | $690K |
| Kirtland Hills Capital Management, LLC | 0.22% | No change | 3,043 | $689K |
| Davis R M Inc. | 0.01% | Add +3.2% | 3,211 | $686K |
| Capital Analysts, LLC | 0.02% | Add +1.0% | 3,200 | $684K |
| Tudor Financial Inc. | 0.35% | No change | 3,199 | $684K |
| TrueWealth Advisors, LLC | 0.17% | Reduce -0.3% | 3,199 | $683K |
| Harvest Investment Services, LLC | 0.12% | Reduce -4.4% | 3,188 | $681K |
| Morris Financial Concepts, Inc. | 0.23% | Reduce -10.2% | 3,178 | $679K |
| EFG International AG | 0.01% | Add +89.2% | 3,143 | $673K |
| Wealth Science Advisors LLC | 0.38% | No change | 3,197 | $672K |
| Washington Trust Bank | 0.05% | Reduce -28.4% | 3,144 | $672K |
| Performance Wealth Partners, LLC | 0.02% | No change | 3,141 | $671K |
| Rialto Wealth Management, LLC | 0.15% | No change | 3,136 | $670K |
| AAF Wealth Management, LLC | 0.27% | Reduce -5.4% | 3,133 | $669K |
| Vance Wealth, LLC | 0.19% | Reduce -41.2% | 3,126 | $668K |
| PGIM Custom Harvest LLC | 0.01% | Add +65.4% | 3,110 | $665K |
| Skyline Advisors, Inc. | 0.23% | Add +0.4% | 3,106 | $664K |
| Opal Wealth Advisors, LLC | 0.15% | Reduce -29.7% | 3,105 | $663K |
| Robinson Smith Wealth Advisors LLC | 0.45% | No change | 3,105 | $663K |
| Rockland Trust Co. | 0.03% | No change | 3,104 | $663K |
| WBH Advisory Inc. | 0.05% | Reduce -4.7% | 3,083 | $663K |
| Fortis Capital Advisors, LLC | 0.09% | Reduce -3.1% | 3,098 | $662K |
| Aft, Forsyth & Company, Inc. | 0.31% | Reduce -10.4% | 3,096 | $662K |
| Financial Insights, Inc. | 0.21% | Reduce -6.5% | 3,078 | $658K |
| Integrity Alliance, Llc. | 0.03% | Reduce -81.2% | 3,069 | $656K |
| Chapin Davis, Inc. | 0.15% | Reduce -2.6% | 3,054 | $652K |
| GGM Financial LLC | 0.30% | Add +2.3% | 3,033 | $648K |
| Citizens & Northern Corp. | 0.16% | No change | 3,029 | $647K |
| Norris Perne & French LLP | 0.03% | Reduce -42.1% | 3,029 | $647K |
| Leavell Investment Management, Inc. | 0.03% | Reduce -6.0% | 3,024 | $646K |
| SeaCrest Wealth Management, LLC | 0.07% | Reduce -20.1% | 3,013 | $644K |
| Orgel Wealth Management, LLC | 0.01% | Add +1.4% | 3,005 | $642K |
| Lunt Capital Management, Inc. | 0.25% | No change | 2,994 | $640K |
| Fulton Breakefield Broenniman LLC | 0.04% | No change | 2,992 | $639K |
| First National Bank & Trust Co. of Newtown | 0.14% | New | 2,972 | $635K |
| Farmers Trust Co. | 0.10% | No change | 2,970 | $635K |
| Essex Bank | 0.14% | Add +0.6% | 2,967 | $634K |
| Obermeyer Wealth Partners | 0.03% | No change | 2,966 | $634K |
| Empower Advisory Group, LLC | 0.00% | Reduce -9.0% | 2,964 | $633K |
| Platform Technology Partners | 0.12% | Add +32.6% | 2,963 | $633K |
| Axis Wealth Partners, LLC | 0.34% | Add +0.3% | 2,959 | $632K |
| Steel Grove Capital Advisors, LLC | 0.07% | Reduce -85.8% | 2,945 | $629K |
| Snider Financial Group | 0.19% | Reduce -29.6% | 2,936 | $627K |
| Berkeley Capital Partners, LLC | 0.14% | Add +0.3% | 2,916 | $623K |
| Oxler Private Wealth LLC | 0.19% | Add +0.3% | 2,907 | $621K |
| Spinnaker Trust | 0.03% | No change | 2,879 | $615K |
| New Republic Capital, LLC | 0.21% | Reduce -41.1% | 2,864 | $612K |
| Coastal Bridge Advisors, LLC | 0.04% | Reduce -20.6% | 2,862 | $612K |
| Meridian Wealth Advisors, LLC | 0.08% | No change | 2,858 | $611K |
| DSG Capital Advisors, LLC | 0.10% | No change | 2,854 | $610K |
| Burton Enright Welch | 0.08% | Add +1.7% | 2,848 | $609K |
| PFG Advisors | 0.03% | Add +0.1% | 2,843 | $608K |
| WealthPlan Investment Management, LLC | 0.03% | New | 2,842 | $607K |
| Gallacher Capital Management LLC | 0.23% | Add +17.0% | 2,839 | $607K |
| Peak Wealth Management LLC | 0.50% | Reduce -0.1% | 2,837 | $606K |
| Ignite Planners, LLC | 0.09% | No change | 2,830 | $605K |
| Warner Group LLC | 0.39% | Reduce -5.9% | 2,827 | $604K |
| Kovack Advisors, Inc. | 0.03% | Add +22.1% | 2,820 | $604K |
| Tudor Investment Corporation | 0.00% | Reduce -90.4% | 2,824 | $603K |
| Mirador Capital Partners LP | 0.09% | Add +0.4% | 2,820 | $603K |
| Brown, Lisle/Cummings, Inc. | 0.15% | Reduce -4.0% | 2,819 | $602K |
| Gerber Kawasaki Wealth & Investment Management | 0.02% | Add +9.8% | 2,810 | $601K |
| St Germain D J Co. Inc. | 0.02% | Add +2.3% | 2,796 | $597K |
| Fidelity D & D Bancorp Inc. | 0.24% | Reduce -10.4% | 2,790 | $596K |
| Cornerstone Wealth Group, LLC | 0.04% | Reduce -1.2% | 2,629 | $594K |
| Planning Directions Inc. | 0.30% | New | 2,756 | $589K |
| Buckhead Capital Management LLC | 0.22% | No change | 2,750 | $588K |
| Alpine Bank Wealth Management | 0.09% | No change | 2,745 | $587K |
| Cahill Financial Advisors Inc. | 0.06% | Add +0.1% | 2,744 | $586K |
| Wealthspire Retirement, LLC | 0.04% | Reduce -0.7% | 2,731 | $583K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.03% | Add +42.3% | 2,730 | $583K |
| Aire Advisors, LLC | 0.11% | Add +0.1% | 2,729 | $583K |
| Stronghold Wealth Management L.L.C. | 0.88% | Reduce -2.6% | 2,714 | $580K |
| Genesis Wealth Advisors, LLC | 0.39% | No change | 2,713 | $580K |
| GC Wealth Management RIA, LLC | 0.02% | Reduce -32.8% | 2,711 | $579K |
| SmartHarvest Portfolios, LLC | 0.24% | No change | 2,708 | $579K |
| Carnegie Investment Counsel | 0.01% | Reduce -23.9% | 2,708 | $579K |
| Proactive Wealth Strategies LLC | 0.11% | Add +100.7% | 2,704 | $578K |
| TCFG Wealth Management, LLC | 0.22% | Add +11.6% | 2,688 | $577K |
| TCFG Investment Advisors, LLC | 0.22% | — | 2,688 | $577K |
| APS Management Group, Inc. | 0.49% | No change | 2,677 | $572K |
| BOK Financial Private Wealth, Inc. | 0.03% | Reduce -1.9% | 2,675 | $572K |
| Sovereign Financial Group, Inc. | 0.10% | Add +2.0% | 2,673 | $571K |
| Hamilton Capital, LLC | 0.03% | No change | 2,670 | $570K |
| Motco | 0.05% | No change | 2,662 | $569K |
| Parsons Capital Management Inc. | 0.03% | Add +14.7% | 2,659 | $568K |
| Brogan Financial, Inc. | 0.25% | Add +0.4% | 2,659 | $568K |
| Stablepoint Partners, LLC | 0.08% | Add +7.4% | 2,656 | $568K |
| Soltis Investment Advisors LLC | 0.04% | Reduce -5.3% | 2,655 | $567K |
| Quadrant Private Wealth Management, LLC | 0.09% | Add +0.8% | 2,649 | $566K |
| Runnymede Capital Advisors, Inc. | 0.49% | New | 2,647 | $566K |
| Navigation Wealth Management, Inc. | 2.04% | Add +12.0% | 2,643 | $565K |
| First Commonwealth Financial Corp | 0.09% | Reduce -15.3% | 2,639 | $564K |
| Klingman & Associates, LLC | 0.03% | No change | 2,633 | $563K |
| Fiduciary Alliance LLC | 0.03% | Add +19.9% | 2,506 | $561K |
| Chicago Wealth Management, Inc. | 0.22% | No change | 2,621 | $560K |
| Townsend Asset Management Corp. /NC/ | 0.20% | Add +0.2% | 2,618 | $559K |
| TigerOak Management, L.L.C. | 0.18% | No change | 2,617 | $559K |
| City National Bank of Florida | 0.33% | Add +2.1% | 2,616 | $559K |
| Sand Hill Global Advisors, LLC | 0.02% | Add +3.6% | 2,614 | $559K |
| CoreCap Advisors, LLC | 0.02% | Reduce -3.4% | 2,608 | $557K |
| Evelyn Partners Asset Management Ltd | 0.14% | Add +249.0% | 2,607 | $557K |
| Betterment LLC | 0.00% | Reduce -14.3% | 2,608 | $557K |
| BCS Private Wealth Management, Inc. | 0.17% | Add +11.5% | 2,600 | $556K |
| Schnieders Capital Management, Llc. | 0.09% | Reduce -3.6% | 2,591 | $554K |
| Global View Capital Management LLC | 0.15% | New | 2,587 | $553K |
| JSF Financial, LLC | 0.11% | Reduce -12.6% | 2,573 | $550K |
| Biltmore Family Office, LLC | 0.08% | Reduce -5.1% | 2,573 | $550K |
| Integrity Advisory Solutions, LLC | 0.07% | New | 2,572 | $550K |
| BIP Wealth, LLC | 0.02% | Reduce -20.1% | 2,566 | $548K |
| Mairs & Power Inc. | 0.01% | Add +30.6% | 2,562 | $547K |
| Operose Advisors LLC | 0.13% | Reduce -0.0% | 2,561 | $547K |
| Koshinski Asset Management, Inc. | 0.03% | Add +33.0% | 2,560 | $547K |
| Decision Investments, Inc. | 0.62% | No change | 2,556 | $546K |
| Bingham Private Wealth, LLC | 0.43% | New | 2,549 | $545K |
| Hamilton Point Investment Advisors, LLC | 0.08% | Add +0.8% | 2,547 | $544K |
| Cedarwood Wealth LLC | 0.55% | Add +0.3% | 2,538 | $542K |
| Members Trust Co | 0.02% | No change | 2,534 | $541K |
| Archer Investment Corp | 0.12% | No change | 2,526 | $540K |
| Cypress Capital, LLC | 0.15% | No change | 2,520 | $538K |
| WealthBridge Capital Management, LLC | 0.12% | Add +1.4% | 2,513 | $537K |
| NCM Capital Management, LLC | 0.19% | Reduce -11.9% | 2,509 | $536K |
| Wealthcare Capital Partners, LLC | 0.25% | Add +0.0% | 2,506 | $536K |
| Edgemoor Investment Advisors, Inc. | 0.04% | No change | 2,506 | $535K |
| Insight Advisors, LLC/ PA | 0.10% | Add +0.2% | 2,504 | $535K |
| Parkshore Wealth Management, Inc. | 0.18% | Reduce -10.3% | 2,496 | $533K |
| Portland Global Advisors LLC | 0.06% | Reduce -4.3% | 2,490 | $532K |
| McIlrath & Eck, LLC | 0.04% | Add +25.3% | 2,489 | $532K |
| Summit Wealth Partners, LLC | 0.08% | New | 2,479 | $530K |
| Wescott Financial Advisory Group, LLC | 0.05% | Reduce -16.3% | 2,473 | $528K |
| Moors & Cabot, Inc. | 0.02% | Add +4.0% | 2,473 | $528K |
| Atala Financial Inc | 0.35% | No change | 2,424 | $522K |
| EdgeRock Capital LLC | 0.14% | Add +60.2% | 2,418 | $517K |
| Beacon Financial Strategies CORP | 0.29% | Reduce -2.1% | 2,405 | $514K |
| YHB Investment Advisors, Inc. | 0.04% | Reduce -7.4% | 2,403 | $513K |
| Invesco Ltd. | 0.00% | Reduce -56.4% | 2,399 | $513K |
| First Citizens Asset Management, Inc. | 0.18% | Add +0.8% | 2,372 | $507K |
| Central Pacific Bank - Trust Division | 0.07% | Reduce -4.0% | 2,370 | $506K |
| Austin Asset Management Co Inc | 0.09% | Reduce -1.7% | 2,361 | $504K |
| Pettyjohn, Wood & White, Inc. | 0.08% | No change | 2,360 | $504K |
| Cornerstone Advisors Asset Management, LLC | 0.08% | Add +0.1% | 2,359 | $504K |
| Oder Investment Management, LLC | 0.39% | Add +0.0% | 2,353 | $503K |
| Independent Solutions Wealth Management, LLC | 0.07% | New | 2,346 | $501K |
| Black Diamond Financial, LLC | 0.05% | New | 2,340 | $500K |
| Palisade Asset Management, LLC | 0.05% | Add +0.0% | 2,337 | $499K |
| Lodestar Private Asset Management LLC | 0.05% | Reduce -5.5% | 2,333 | $498K |
| FARMERS & MERCHANTS TRUST Co OF LONG BEACH | 0.12% | Reduce -7.5% | 2,327 | $497K |
| HT Partners LLC | 0.15% | No change | 2,322 | $496K |
| Ellis Investment Partners, LLC | 0.09% | Reduce -0.2% | 2,321 | $496K |
| Aufman Associates Inc | 0.24% | No change | 2,310 | $494K |
| Horizon Investment Services, LLC | 0.17% | Add +21.4% | 2,308 | $493K |
| Fusion Capital, LLC | 0.13% | Add +1.1% | 2,305 | $492K |
| Hamlin Capital Management, LLC | 0.01% | Reduce -71.2% | 2,299 | $491K |
| One Day In July LLC | 0.04% | Reduce -2.8% | 2,292 | $490K |
| Tortuga Wealth Management, Inc | 0.46% | Reduce -0.3% | 2,291 | $489K |
| Clayton Financial Group LLC | 0.25% | Add +0.2% | 2,275 | $486K |
| Lake Street Private Wealth, LLC | 0.06% | Add +0.3% | 2,270 | $485K |
| Petredis Investment Advisors LLC | 0.04% | No change | 2,268 | $485K |
| CWA Asset Management Group, LLC | 0.02% | Reduce -38.1% | 2,263 | $484K |
| Tortoise Investment Management, LLC | 0.04% | No change | 2,251 | $481K |
| McNamara Financial Services, Inc. | 0.09% | Reduce -4.9% | 2,246 | $480K |
| Marino, Stram & Associates LLC | 0.09% | Add +0.1% | 2,240 | $479K |
| Towercrest Capital Management | 0.07% | No change | 2,235 | $477K |
| Integrated Advisors Network LLC | 0.03% | Reduce -30.3% | 2,229 | $476K |
| Hollencrest Capital Management | 0.02% | No change | 2,221 | $475K |
| Wrapmanager Inc. | 0.16% | No change | 2,218 | $474K |
| Stanley-Laman Group, Ltd. | 0.06% | Reduce -0.3% | 2,216 | $473K |
| Ritter Daniher Financial Advisory LLC / DE | 0.08% | Add +0.6% | 2,209 | $472K |
| Clarity Financial LLC | 0.05% | No change | 2,209 | $472K |
| Truepoint, Inc. | 0.01% | Reduce -0.3% | 2,208 | $472K |
| Beacon Investment Advisory Services, Inc. | 0.02% | Reduce -90.9% | 2,205 | $471K |
| Essential Investment Partners LLC | 0.43% | No change | 2,195 | $469K |
| World Equity Group, Inc. | 0.12% | Add +1.5% | 2,188 | $468K |
| Accretive Wealth Partners, LLC | 0.13% | Add +1.0% | 2,183 | $466K |
| Rockwood Wealth Management, LLC | 0.03% | No change | 2,181 | $466K |
| Old Mission Investment Co LLC | 0.11% | Add +0.3% | 2,179 | $466K |
| Triangle Securities Wealth Management | 0.11% | Add +6.7% | 2,178 | $465K |
| Tritonpoint Wealth, LLC | 0.05% | Add +62.4% | 2,176 | $465K |
| Centerpoint Advisors, LLC | 0.15% | No change | 2,170 | $464K |
| Hollow Brook Wealth Management LLC | 0.12% | No change | 2,170 | $464K |
| Jackson, Grant Investment Advisers, Inc. | 0.15% | No change | 2,168 | $463K |
| Salem Investment Counselors Inc. | 0.01% | Reduce -1.1% | 2,163 | $462K |
| Perkins Coie Trust Co | 0.09% | No change | 2,162 | $462K |
| SC&H Financial Advisors, Inc. | 0.07% | Add +0.3% | 2,154 | $460K |
| Gibson Capital, LLC | 0.09% | No change | 2,146 | $459K |
| Nvwm, LLC | 0.10% | Add +94.9% | 2,144 | $458K |
| Impact Capital Partners LLC | 0.14% | Reduce -1.7% | 2,142 | $458K |
| Sentinel Wealth Management, Inc. | 0.37% | No change | 2,137 | $457K |
| AssuredPartners Investment Advisors, LLC | 0.05% | Add +3.8% | 2,104 | $456K |
| Power Wealth Management LLC | 0.17% | No change | 2,131 | $455K |
| GreatBanc Trust CO | 0.32% | Add +54.4% | 2,129 | $455K |
| Weatherly Asset Management L. P. | 0.04% | No change | 2,128 | $455K |
| Williams Jones Wealth Management, LLC. | 0.01% | New | 2,126 | $454K |
| Harbor Group, Inc. | 0.07% | Add +0.2% | 2,118 | $452K |
| Advisory Alpha, LLC | 0.01% | Add +0.1% | 2,110 | $451K |
| First Pacific Financial | 0.06% | Add +184.8% | 2,110 | $451K |
| Bravias Capital Group, LLC | 0.29% | Reduce -0.7% | 2,104 | $450K |
| Advyzon Investment Management, LLC | 0.04% | Add +95.0% | 2,102 | $449K |
| Ballew Advisors, Inc | 0.25% | Reduce -0.4% | 2,011 | $449K |
| Cypress Wealth Services, LLC | 0.06% | Add +0.1% | 2,097 | $448K |
| Benjamin Edwards Inc. | 0.00% | Add +13.5% | 2,089 | $447K |
| Willner & Heller, LLC | 0.33% | Reduce -1.0% | 2,090 | $446K |
| Warren Street Wealth Advisors, LLC | 0.11% | Reduce -4.0% | 2,088 | $446K |
| Triad Wealth Partners, LLC | 0.04% | Reduce -3.0% | 2,084 | $445K |
| Lee, Kelleher & Klein Wealth Management | 0.26% | No change | 2,081 | $445K |
| First Nebraska Trust Co | 0.04% | No change | 2,077 | $444K |
| Versant Capital Management, Inc | 0.04% | Add +1400.7% | 2,071 | $443K |
| Beacon Capital Management, LLC | 0.08% | Add +0.3% | 2,068 | $442K |
| Canal Capital Management, LLC | 0.06% | Add +0.3% | 2,065 | $441K |
| COFG Advisors, LLC | 0.11% | Add +0.4% | 2,063 | $441K |
| MSH Capital Advisors LLC | 0.09% | Reduce -28.6% | 2,061 | $440K |
| Deroy & Devereaux Private Investment Counsel Inc. | 0.02% | No change | 2,060 | $440K |
| River's Edge Wealth Management, LLC | 0.41% | Reduce -3.9% | 1,930 | $439K |
| Red Door Wealth Management, LLC | 0.05% | No change | 2,056 | $439K |
| Mason Investment Advisory Services, Inc. | 0.02% | Reduce -42.7% | 2,022 | $432K |
| Clear Creek Financial Management, LLC | 0.03% | Reduce -9.1% | 2,012 | $430K |
| Compound Planning, Inc. | 0.01% | Reduce -13.6% | 2,007 | $429K |
| Highline Wealth Partners LLC | 0.11% | Add +16.7% | 2,005 | $429K |
| Verus Capital Partners, LLC | 0.03% | Add +0.3% | 1,998 | $427K |
| Legacy Wealth Management, LLC | 0.02% | No change | 1,984 | $424K |
| LWM Advisory Services, LLC | 0.45% | Reduce -70.5% | 1,983 | $424K |
| Gray Private Wealth, LLC | 0.21% | No change | 1,970 | $421K |
| Spartan Wealth Advisory Services LLC | 0.04% | — | 1,970 | $421K |
| Alvarez & Marsal Private Wealth Partners, LLC | 0.06% | No change | 1,967 | $420K |
| Braun Stacey Associates Inc. | 0.01% | Add +79.0% | 1,965 | $420K |
| Silver Oak Securities, Incorporated | 0.03% | Reduce -0.2% | 1,964 | $420K |
| Pasadena Private Wealth, LLC | 0.06% | Reduce -10.0% | 1,959 | $419K |
| Elevation Wealth Management LLC | 0.38% | Reduce -45.3% | 1,959 | $419K |
| Madison Wealth Partners, Inc | 0.07% | Add +4.3% | 1,952 | $417K |
| Pinnacle Bancorp, Inc. | 0.12% | Add +11.9% | 1,950 | $417K |
| Armstrong Advisory Group, Inc. | 0.03% | Reduce -8.0% | 1,941 | $415K |
| DGS Capital Management, LLC | 0.07% | Add +8.7% | 1,935 | $413K |
| Diversified Management Inc. | 0.07% | Add +19.8% | 1,934 | $413K |
| Coordinated Financial Services, Inc. | 0.24% | No change | 1,933 | $413K |
| Mascagni Wealth Management, Inc. | 0.29% | No change | 1,930 | $412K |
| North Dallas Bank & Trust Co. | 0.28% | No change | 1,927 | $412K |
| Curtis Wealth Management LLC | 0.39% | No change | 1,926 | $412K |
| Institute for Wealth Management, LLC. | 0.04% | Reduce -0.3% | 1,925 | $411K |
| Renasant Bank | 0.29% | Reduce -53.6% | 1,923 | $411K |
| Meeder Advisory Services, Inc. | 0.02% | Reduce -10.8% | 1,923 | $411K |
| Blue Bell Private Wealth Management, LLC | 0.06% | Reduce -22.9% | 1,914 | $409K |
| PUREfi Wealth, LLC | 0.27% | Reduce -14.4% | 1,914 | $409K |
| Arbor Wealth Advisors LLC | 0.29% | No change | 1,910 | $408K |
| Atticus Wealth Management, LLC | 0.11% | Reduce -8.2% | 1,909 | $408K |
| Integris Wealth Management, LLC | 0.09% | No change | 1,900 | $406K |
| Allstate Corp. | 0.00% | No change | 1,900 | $406K |
| Plum Street Advisors, LLC | 0.14% | No change | 1,899 | $406K |
| ASL Financial, LLC | 0.32% | Reduce -6.1% | 1,897 | $405K |
| Pittenger & Anderson Inc. | 0.02% | No change | 1,895 | $405K |
| Facet Wealth, Inc. | 0.01% | Add +2.2% | 1,894 | $405K |
| Arvest Investments, Inc. | 0.06% | Reduce -86.6% | 1,889 | $404K |
| Poehling Capital Management, INC. | 0.09% | No change | 1,889 | $404K |
| Riverstone Advisors, LLC | 0.20% | New | 1,883 | $402K |
| Glen Eagle Advisors, LLC | 0.06% | No change | 1,879 | $402K |
| Crewe Advisors LLC | 0.03% | No change | 1,879 | $401K |
| SteelPeak Wealth, LLC | 0.01% | Add +76.3% | 1,874 | $400K |
| Ironwood Investment Management LLC | 0.17% | No change | 1,867 | $399K |
| Plus Group Wealth Advisors LLC | 0.44% | No change | 1,866 | $399K |
| Abacus Wealth Partners, LLC | 0.04% | No change | 1,857 | $397K |
| WASHINGTON TRUST Co | 0.01% | No change | 1,852 | $396K |
| Macco Financial Group, Inc. | 0.30% | New | 1,850 | $395K |
| McDonald Partners LLC | 0.09% | No change | 1,850 | $395K |
| Arlington Trust Co LLC | 0.03% | Reduce -24.5% | 1,849 | $395K |
| PACK Private Wealth, LLC | 0.18% | No change | 1,842 | $394K |
| Strategic Planning Group, LLC | 0.05% | New | 1,837 | $393K |
| ShoreHaven Wealth Partners, LLC | 0.14% | Add +0.1% | 1,837 | $392K |
| Riverpoint Wealth Management Holdings, LLC | 0.08% | No change | 1,833 | $392K |
| Jamison Private Wealth Management, Inc. | 0.05% | Add +0.2% | 1,832 | $391K |
| Bay Capital Advisors, LLC | 0.24% | Reduce -2.2% | 1,832 | $391K |
| Navigate Wealth Management, LLC | 0.27% | — | 1,724 | $389K |
| Baring Financial LLC | 0.24% | Add +16.9% | 1,819 | $389K |
| Cassia Capital Partners, LLC | 0.20% | No change | 1,814 | $388K |
| Financial Sense Advisors, Inc. | 0.09% | New | 1,812 | $387K |
| Harold Davidson & Associates Inc. | 0.19% | New | 1,810 | $387K |
| Cypress Capital Group | 0.04% | No change | 1,805 | $386K |
| Bank of Hawaii | 0.02% | New | 1,803 | $385K |
| GW&K Investment Management, LLC | 0.00% | No change | 1,804 | $385K |
| Cibc World Market Inc. | 0.00% | Add +9.1% | 1,796 | $384K |
| NWF Advisory Services Inc. | 0.04% | Reduce -14.8% | 1,797 | $384K |
| Symphony Financial, Ltd. Co. | 0.05% | Add +39.7% | 1,813 | $383K |
| Bayban | 0.33% | No change | 1,784 | $381K |
| Arista Wealth Management, LLC | 0.05% | No change | 1,780 | $380K |
| Talisman Wealth Advisors LLC | 0.31% | Reduce -11.1% | 1,777 | $380K |
| Hantz Financial Services, Inc. | 0.01% | Add +41.8% | 1,774 | $379K |
| Box Hill Private Wealth LLC | 0.37% | New | 1,772 | $379K |
| Matisse Capital | 0.16% | Add +0.1% | 1,764 | $377K |
| Altus Wealth Management, LLC | 0.17% | No change | 1,761 | $376K |
| Farmers National Bank | 0.08% | No change | 1,755 | $375K |
| SVB Wealth LLC | 0.02% | Reduce -23.9% | 1,754 | $375K |
| Elm Partners Management LLC | 0.02% | Add +0.2% | 1,785 | $374K |
| Park Edge Advisors, LLC | 0.09% | No change | 1,748 | $373K |
| Fairway Wealth LLC | 0.10% | No change | 1,745 | $373K |
| Sachem Hill LLC | 0.07% | No change | 1,745 | $373K |
| Vantage Point Financial LLC | 0.13% | Add +0.1% | 1,744 | $373K |
| Wealth Management Partners, LLC | 0.11% | Add +5.0% | 1,735 | $371K |
| Forum Private Client Group LLC | 0.12% | Add +1.2% | 1,727 | $369K |
| Inscription Capital, LLC | 0.04% | Add +0.2% | 1,727 | $369K |
| Alliance Wealth Management Group | 0.08% | No change | 1,725 | $369K |
| MJP Associates Inc. | 0.04% | Reduce -7.0% | 1,725 | $369K |
| Rainey & Randall Wealth Advisors Inc. | 0.06% | No change | 1,722 | $368K |
| Emergent Wealth Advisors, LLC | 0.22% | Add +0.4% | 1,712 | $366K |
| Orrstown Financial Services Inc. | 0.06% | Reduce -16.1% | 1,705 | $364K |
| Keebeck Wealth Management | 0.04% | Add +27.1% | 1,703 | $364K |
| Plancorp, LLC | 0.01% | No change | 1,632 | $362K |
| LVW Advisors, LLC | 0.04% | Reduce -17.4% | 1,690 | $361K |
| Retireful, LLC | 0.51% | New | 1,662 | $361K |
| Rathbones Group PLC | 0.00% | Add +1.3% | 1,684 | $360K |
| Clear Trail Advisors, LLC | 0.06% | Reduce -5.5% | 1,682 | $359K |
| Sharp Wealth Advisory, LLC | 0.18% | Add +1.4% | 1,681 | $359K |
| Team Hewins, LLC | 0.11% | No change | 1,678 | $359K |
| Ibex Wealth Advisors | 0.03% | New | 1,675 | $358K |
| Cathy Pareto & Associates, Inc. | 0.24% | Add +0.4% | 1,670 | $357K |
| Farmers & Merchants Trust Co of Chambersburg PA | 0.10% | No change | 1,664 | $356K |
| First Command Advisory Services, Inc. | 0.00% | Add +0.6% | 1,661 | $355K |
| Aspire Private Capital, LLC | 0.08% | No change | 1,660 | $355K |
| Heartland Bank & Trust Co | 0.08% | New | 1,654 | $353K |
| Fermata Advisors, LLC | 0.08% | Add +22.6% | 1,650 | $353K |
| S.E.E.D. Planning Group LLC | 0.10% | No change | 1,649 | $352K |
| JNBA Financial Advisors | 0.03% | No change | 1,649 | $352K |
| BCGM Wealth Management, LLC | 0.09% | Add +0.9% | 1,644 | $351K |
| Appleton Partners Inc. | 0.02% | No change | 1,639 | $350K |
| Financial Life Planners | 0.27% | Reduce -4.4% | 1,638 | $350K |
| Berkeley, Inc | 0.12% | No change | 1,636 | $350K |
| Causey Wealth LLC | 0.15% | Add +0.1% | 1,636 | $350K |
| Hunter Associates Investment Management LLC | 0.05% | No change | 1,630 | $349K |
| Aerodigm Wealth, LLC | 0.13% | No change | 1,629 | $348K |
| Align Financial, LLC | 0.20% | Reduce -99.5% | 1,626 | $347K |
| Citizens Business Bank | 0.06% | Reduce -11.0% | 1,625 | $347K |
| Kondo Wealth Advisors, Inc. | 0.13% | Add +0.3% | 1,617 | $346K |
| Permanens Capital L.P. | 0.04% | Add +11.1% | 1,617 | $346K |
| Powerhouse Assets LLC | 0.30% | No change | 1,615 | $345K |
| Hansen & Associates Financial Group, Inc. | 0.19% | Reduce -79.3% | 1,596 | $344K |
| TD Capital Management LLC | 0.03% | Add +253.7% | 1,606 | $343K |
| Ledyard National Bank | 0.03% | No change | 1,582 | $338K |
| JB Capital LLC | 0.01% | Add +2.1% | 1,582 | $338K |
| Riverbend Wealth Management, LLC | 0.21% | Reduce -8.2% | 1,581 | $338K |
| Franklin, Parlapiano, Turner & Welch, LLC | 0.08% | No change | 1,485 | $338K |
| Hamilton Wealth, LLC | 0.07% | New | 1,576 | $337K |
| Acima Private Wealth, LLC | 0.11% | No change | 1,570 | $335K |
| James J. Burns & Company, LLC | 0.05% | No change | 1,570 | $335K |
| Csenge Advisory Group | 0.02% | Add +2.7% | 1,569 | $335K |
| Compass Capital Management, Inc. | 0.02% | Reduce -8.6% | 1,564 | $334K |
| Matrix Private Capital Group LLC | 0.16% | Reduce -1.8% | 1,560 | $333K |
| Cordgrass Capital Advisors, LLC | 0.08% | No change | 1,559 | $333K |
| Evernest Financial Advisors, LLC | 0.07% | Reduce -1.2% | 1,462 | $333K |
| Trust Co | 0.03% | No change | 1,557 | $333K |
| Oliver Luxxe Assets LLC | 0.05% | Reduce -7.6% | 1,557 | $333K |
| LaFleur & Godfrey LLC | 0.04% | Reduce -4.3% | 1,556 | $332K |
| Stonehearth Capital Management, LLC | 0.13% | No change | 1,553 | $332K |
| Stephenson & Company, Inc. | 0.18% | Reduce -2.9% | 1,551 | $331K |
| McClarren Financial Advisors, Inc. | 0.20% | Add +4.9% | 1,551 | $331K |
| Doliver Advisors, LP | 0.08% | No change | 1,550 | $331K |
| King Wealth Management Group | 0.04% | No change | 1,548 | $331K |
| Point Windward Advisors Inc. | 0.17% | No change | 1,549 | $331K |
| Balentine LLC | 0.01% | No change | 1,546 | $330K |
| Smith Salley Wealth Management | 0.02% | Add +0.9% | 1,539 | $329K |
| Nicholas Hoffman & Company, LLC. | 0.01% | Reduce -2.5% | 1,535 | $328K |
| JT Stratford LLC | 0.04% | Reduce -13.4% | 1,534 | $328K |
| Single Point Partners, LLC | 0.07% | Add +0.1% | 1,531 | $327K |
| CFG Wealth Management Services, Inc. | 0.31% | No change | 1,527 | $326K |
| Ewa, LLC | 0.07% | Reduce -1.1% | 1,525 | $326K |
| Trust Co. of Toledo NA | 0.03% | No change | 1,522 | $325K |
| SageView Advisory Group, LLC | 0.01% | Reduce -3.4% | 1,522 | $325K |
| Third View Private Wealth, LLC | 0.04% | New | 1,521 | $325K |
| Eagle Rock Investment Company, LLC | 0.05% | Reduce -7.0% | 1,514 | $323K |
| Private Wealth Partners, LLC | 0.02% | No change | 1,509 | $322K |
| Pinnacle Wealth Management Advisory Group, LLC | 0.02% | Add +0.1% | 1,507 | $322K |
| Boreal Capital Management LLC | 0.31% | No change | 1,500 | $321K |
| Thompson Investment Management, Inc. | 0.04% | No change | 1,500 | $321K |
| Wealth Architects, LLC | 0.03% | No change | 1,497 | $320K |
| Wharton Business Group, LLC | 0.01% | No change | 1,496 | $320K |
| Howe & Rusling Inc. | 0.02% | Add +13.9% | 1,495 | $319K |
| Pinnacle Wealth Management Group, Inc. | 0.16% | Reduce -4.8% | 1,495 | $319K |
| Moody LYNN Lieberson & Walker, LLC | 0.02% | Add +3.1% | 1,494 | $319K |
| Baker Ellis Asset Management LLC | 0.04% | No change | 1,486 | $317K |
| Easterly Investment Partners LLC | 0.02% | No change | 1,484 | $317K |
| Praetorian Wealth Management, Inc. | 0.06% | No change | 1,425 | $316K |
| LMCG Investments, LLC | 0.02% | New | 1,479 | $316K |
| Lebenthal Global Advisors, LLC | 0.05% | Add +19.3% | 1,475 | $315K |
| Cardinal Point Capital Management ULC | 0.02% | No change | 1,458 | $312K |
| Bluespring Wealth Management, LLC | 0.03% | No change | 1,456 | $311K |
| Principle Wealth Partners LLC | 0.02% | No change | 1,453 | $311K |
| Horst & Graben Wealth Management LLC | 0.04% | No change | 1,362 | $310K |
| Trek Financial, LLC | 0.02% | Reduce -21.0% | 1,437 | $307K |
| Financial Alternatives, Inc | 0.17% | No change | 1,436 | $307K |
| Arlington Financial Advisors, LLC | 0.04% | No change | 1,434 | $306K |
| Elk River Wealth Management LLC | 0.05% | Reduce -14.0% | 1,429 | $305K |
| IFG Advisors, LLC | 0.05% | Add +0.3% | 1,428 | $305K |
| Verus Wealth Management, LLC | 0.28% | No change | 1,424 | $304K |
| Sollinda Capital Management LLC | 0.07% | No change | 1,423 | $304K |
| Keb Asset Management, LLC | 0.06% | Reduce -0.8% | 1,420 | $303K |
| Bright Futures Wealth Management, LLC. | 0.21% | No change | 1,419 | $303K |
| Campion Asset Management | 0.21% | Reduce -0.6% | 1,419 | $303K |
| Roberts Glore & Co. Inc. | 0.08% | No change | 1,417 | $303K |
| WealthTrust Axiom LLC | 0.07% | No change | 1,414 | $302K |
| Watershed Private Wealth LLC | 0.09% | Reduce -0.6% | 1,413 | $302K |
| Wilkins Miller Wealth Management, LLC | 0.18% | No change | 1,412 | $302K |
| Patriot Financial Group Insurance Agency, LLC | 0.02% | New | 1,412 | $302K |
| Members Wealth LLC | 0.18% | Add +3.6% | 1,330 | $301K |
| Net Worth Advisory Group | 0.06% | Add +0.4% | 1,408 | $301K |
| Selective Wealth Management, Inc. | 0.09% | No change | 1,324 | $301K |
| Northwest Quadrant Wealth Management, LLC | 0.06% | Add +0.4% | 1,401 | $299K |
| Summit Investment Advisory Services, LLC | 0.11% | No change | 1,399 | $299K |
| FFT Wealth Management LLC | 0.05% | New | 1,398 | $299K |
| Gibbs Wealth Management | 0.04% | New | 1,398 | $299K |
| Watchman Group, Inc. | 0.07% | Reduce -10.3% | 1,397 | $298K |
| Provident Investment Management, Inc. | 0.03% | New | 1,389 | $297K |
| Crumly & Associates Inc. | 0.06% | No change | 1,383 | $296K |
| TFC Financial Management, Inc. | 0.04% | Add +34.8% | 1,376 | $294K |
| NBT Bank, N.A. | 0.02% | No change | 1,375 | $294K |
| Trilogy Capital Inc. | 0.01% | Add +13.9% | 1,368 | $292K |
| Layline Advisors, LLC | 0.33% | — | 1,366 | $292K |
| One Wealth Advisors, LLC | 0.04% | Reduce -87.0% | 1,364 | $291K |
| Granite Bay Wealth Management, LLC | 0.06% | No change | 1,364 | $291K |
| Maseco LLP | 0.01% | Reduce -7.7% | 1,361 | $291K |
| Van Diest Capital, LLC | 0.23% | Add +1.5% | 1,358 | $290K |
| Cornerstone Management, Inc. | 0.05% | No change | 1,358 | $290K |
| Mechanics Bank Trust Department | 0.04% | Reduce -3.0% | 1,358 | $290K |
| Strategic Financial Partners, Ltd. | 0.12% | Reduce -26.8% | 1,350 | $288K |
| Catalyst Financial Partners LLC | 0.03% | Reduce -2.6% | 1,345 | $287K |
| Pillar Financial Advisors, LLC | 0.17% | No change | 1,337 | $286K |
| EnRich Financial Partners LLC | 0.08% | Reduce -0.4% | 1,334 | $285K |
| Stockman Wealth Management, Inc. | 0.03% | Reduce -9.6% | 1,334 | $285K |
| Meridian Financial Partners LLC | 0.11% | Add +30.8% | 1,311 | $284K |
| HM Payson & Co. | 0.00% | Reduce -2.7% | 1,329 | $284K |
| Portfolio Resources Advisor Group, Inc. | 0.28% | Reduce -20.1% | 1,327 | $284K |
| Formidable Asset Management, LLC | 0.04% | Reduce -5.5% | 1,346 | $283K |
| Gemmer Asset Management LLC | 0.02% | Reduce -4.5% | 1,324 | $283K |
| Lansing Street Advisors | 0.07% | Add +0.4% | 1,321 | $282K |
| Liberty Wealth Management LLC | 0.04% | Reduce -9.0% | 1,319 | $282K |
| Sicart Associates LLC | 0.07% | No change | 1,317 | $281K |
| Tanglewood Wealth Management, Inc. | 0.02% | No change | 1,313 | $281K |
| Royal Fund Management, LLC | 0.03% | New | 898 | $280K |
| True Link Financial Advisors, LLC | 0.02% | Add +9.5% | 1,309 | $280K |
| Red Lighthouse Investment Management, LLC | 0.09% | No change | 1,308 | $279K |
| MorganRosel Wealth Management, LLC | 0.11% | No change | 1,307 | $279K |
| Lakeridge Wealth Management LLC | 0.12% | Add +0.1% | 1,300 | $278K |
| Daymark Wealth Partners, LLC | 0.01% | Add +4.9% | 1,294 | $276K |
| NerdWallet Wealth Partners, LLC | 0.12% | No change | 1,293 | $276K |
| Allium Financial Advisors, LLC | 0.22% | No change | 1,291 | $276K |
| Addison Capital Co | 0.05% | New | 1,290 | $276K |
| W1M Asset Management Ltd | 0.00% | Reduce -43.5% | 1,288 | $275K |
| Kastel Capital Advisors, LLC | 0.17% | No change | 1,303 | $274K |
| Sunbelt Securities, Inc. | 0.02% | Add +0.2% | 1,282 | $274K |
| MTM Investment Management, LLC | 0.09% | No change | 1,281 | $274K |
| Raab & Moskowitz Asset Management LLC | 0.06% | No change | 1,279 | $273K |
| S.A. Mason LLC | 0.10% | No change | 1,277 | $273K |
| Planwiser Financial, LLC | 0.20% | No change | 1,217 | $273K |
| Orion Capital Management LLC | 0.09% | No change | 1,274 | $272K |
| RMR Capital Management, LLC | 0.20% | No change | 1,273 | $272K |
| Sterling Investment Counsel, LLC | 0.08% | Reduce -5.6% | 1,272 | $272K |
| PDS Planning, Inc | 0.02% | Add +0.2% | 1,270 | $271K |
| Crews Bank & Trust | 0.04% | No change | 1,269 | $271K |
| Old North State Trust, LLC | 0.16% | No change | 1,266 | $271K |
| Christensen, King & Associates Investment Services, Inc. | 0.12% | Reduce -0.3% | 1,266 | $270K |
| Oak Family Advisors, LLC | 0.08% | No change | 1,263 | $270K |
| BBR Partners, LLC | 0.01% | Reduce -87.6% | 1,259 | $269K |
| Elwood & Goetz Wealth Advisory Group, LLC | 0.05% | Add +11.9% | 1,258 | $269K |
| Persium Advisors, LLC | 0.21% | Reduce -1.8% | 1,246 | $266K |
| Penobscot Investment Management Company, Inc. | 0.02% | No change | 1,245 | $266K |
| Parr McKnight Wealth Management Group, LLC | 0.03% | No change | 1,239 | $265K |
| Atwood & Palmer Inc. | 0.01% | No change | 1,234 | $264K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.04% | Reduce -32.3% | 1,232 | $263K |
| Wealthfront Advisers LLC | 0.00% | Reduce -12.3% | 1,229 | $263K |
| Kohmann Bosshard Financial Services, LLC | 0.03% | Add +0.1% | 1,227 | $262K |
| Abner Herrman & Brock LLC | 0.03% | Reduce -18.7% | 1,220 | $261K |
| Greenhouse Wealth Management, LLC | 0.16% | No change | 1,221 | $261K |
| Elevation Wealth Partners, LLC | 0.09% | Add +0.4% | 1,220 | $261K |
| Farringdon Capital, Ltd. | 0.06% | New | 1,220 | $261K |
| Alliance Wealth Advisors, LLC | 0.12% | No change | 1,218 | $260K |
| Commons Capital, LLC | 0.22% | Add +0.1% | 1,213 | $259K |
| Heritage Wealth Management, Inc. | 0.14% | No change | 1,207 | $258K |
| Falcon Wealth Planning | 0.02% | Add +3.9% | 1,204 | $257K |
| USAdvisors Wealth Management, LLC | 0.09% | Add +0.4% | 1,230 | $257K |
| Convergence Financial, LLC | 0.03% | Add +12.3% | 1,193 | $257K |
| Rothschild Wealth LLC | 0.02% | Reduce -38.0% | 1,202 | $257K |
| Missouri Trust & Investment Co | 0.08% | No change | 1,200 | $256K |
| Howard Financial Services, LTD. | 0.03% | New | 1,200 | $256K |
| Northstar Asset Management Inc. | 0.08% | No change | 1,190 | $254K |
| Latitude Advisors, LLC | 0.12% | New | 1,189 | $254K |
| Cozad Asset Management Inc. | 0.02% | No change | 1,187 | $254K |
| Fort Washington Investment Advisors Inc. | 0.00% | Reduce -3.7% | 1,185 | $253K |
| Investor's Fiduciary Advisor Network, LLC | 0.08% | Add +0.3% | 1,183 | $252K |
| Sterling Capital Management LLC | 0.00% | Reduce -98.1% | 1,178 | $252K |
| Monument Group Wealth Advisors, LLC | 0.14% | No change | 1,175 | $251K |
| Laurel Wealth Advisors LLC | 0.02% | No change | 1,070 | $250K |
| QTR Family Wealth, LLC | 0.10% | Reduce -3.9% | 1,113 | $250K |
| First PREMIER Bank | 0.06% | Reduce -28.9% | 1,169 | $250K |
| Commonwealth Retirement Investments LLC | 0.08% | No change | 1,166 | $249K |
| Donaldson Capital Management, LLC | 0.01% | Reduce -13.8% | 1,166 | $249K |
| Novem Group | 0.03% | Add +0.3% | 1,160 | $248K |
| 180 Wealth Advisors, LLC | 0.03% | Reduce -1.0% | 1,160 | $248K |
| Sharper & Granite LLC | 0.08% | No change | 1,159 | $248K |
| Retirement Solution LLC | 0.06% | Reduce -6.4% | 1,158 | $247K |
| SP Asset Management LLC | 0.02% | Add +0.3% | 1,155 | $247K |
| Pecaut & Co. | 0.08% | Reduce -5.9% | 1,155 | $247K |
| Alpha Financial Partners LLC | 0.15% | Reduce -2.3% | 1,154 | $247K |
| Curated Wealth Partners LLC | 0.03% | New | 1,150 | $246K |
| Jackson Thornton Wealth Management, LLC | 0.02% | No change | 1,106 | $245K |
| Miller Howard Investments Inc. | 0.01% | Reduce -81.2% | 1,147 | $245K |
| Patriot Investment Management Group, Inc. | 0.02% | No change | 1,146 | $245K |
| Beaird Harris Wealth Management, LLC | 0.02% | Reduce -0.2% | 1,141 | $244K |
| FSM Wealth Advisors, LLC | 0.03% | Add +0.1% | 1,136 | $243K |
| Patten & Patten Inc. | 0.01% | Reduce -1.2% | 1,135 | $242K |
| Millennium Capital Advisors, LLC | 0.15% | No change | 1,134 | $242K |
| Asset One Wealth Management LLC | 0.03% | New | 1,072 | $242K |
| Kathmere Capital Management, LLC | 0.01% | Add +2.7% | 1,133 | $242K |
| Addison Advisors LLC | 0.05% | No change | 1,132 | $242K |
| Harmony Asset Management LLC | 0.07% | No change | 1,132 | $242K |
| Englebert Financial Advisers, LLC | 0.27% | No change | 1,131 | $242K |
| First Trust Advisors LP | 0.00% | Reduce -29.0% | 1,128 | $241K |
| First American Bank | 0.02% | New | 1,127 | $241K |
| 3Chopt Investment Partners, LLC | 0.05% | Reduce -19.0% | 1,116 | $238K |
| Tempo Wealth, LLC | 0.04% | Add +0.4% | 1,114 | $238K |
| Investment Research Partners LLC | 0.10% | No change | 1,114 | $238K |
| Resolute Wealth Advisor, Inc. | 0.14% | — | 1,112 | $238K |
| CDKV Holdings LLC | 0.21% | No change | 1,111 | $237K |
| TRB Wealth Management, LLC | 0.03% | — | 1,109 | $237K |
| Insight Wealth Strategies, LLC | 0.03% | Add +0.1% | 1,106 | $236K |
| SK Wealth Management, LLC | 0.07% | Add +0.2% | 1,089 | $236K |
| V2 Financial group LLC | 0.11% | No change | 1,100 | $235K |
| Tandemgrowth Financial Advisors LLC | 0.22% | Reduce -2.2% | 1,098 | $235K |
| KilterHowling LLC | 0.12% | Add +0.5% | 1,095 | $234K |
| Pines Wealth Management, LLC | 0.08% | Reduce -9.2% | 1,094 | $234K |
| Brookmont Capital Management | 0.13% | New | 1,088 | $232K |
| Stone Summit Wealth LLC | 0.06% | No change | 1,086 | $232K |
| Barnes Wealth Management Group, Inc | 0.12% | Reduce -1.6% | 1,083 | $231K |
| Values Added Financial LLC | 0.10% | No change | 1,083 | $231K |
| Roundview Capital LLC | 0.01% | No change | 1,082 | $231K |
| Garden State Investment Advisory Services LLC | 0.06% | Reduce -0.2% | 1,077 | $230K |
| Medallion Wealth Advisors, LLC | 0.07% | Add +22.9% | 1,072 | $229K |
| High Net Worth Advisory Group LLC | 0.05% | No change | 1,070 | $229K |
| West Financial Advisors, LLC | 0.04% | No change | 1,070 | $229K |
| Strategic Wealth Partners, Ltd. | 0.02% | Add +23.4% | 1,070 | $229K |
| Chicago Capital, LLC | 0.01% | No change | 1,068 | $228K |
| Armstrong, Fleming & Moore, Inc | 0.10% | Add +0.5% | 1,066 | $228K |
| Vaughan David Investments LLC | 0.00% | No change | 1,063 | $227K |
| First American Trust, FSB | 0.02% | New | 1,059 | $226K |
| Tandem Capital Management Corp. | 0.11% | No change | 1,055 | $225K |
| Headland Capital, LLC | 0.06% | Reduce -1.4% | 1,055 | $225K |
| Builder Investment Group Inc. | 0.05% | No change | 1,055 | $225K |
| Mountain Pacific Investment Advisers LLC | 0.04% | No change | 1,050 | $224K |
| Forbes J M & Co. LLP | 0.02% | New | 1,050 | $224K |
| Luken Investment Analytics, LLC | 0.09% | No change | 1,047 | $224K |
| Tradewinds, LLC. | 0.07% | New | 967 | $223K |
| Keystone Financial Group | 0.02% | New | 1,044 | $223K |
| Accredited Investor Services, LLC | 0.14% | New | 1,043 | $223K |
| Richard P Slaughter Associates Inc | 0.05% | No change | 1,042 | $223K |
| Hourglass Capital, LLC | 0.05% | Reduce -83.6% | 1,039 | $222K |
| Millstone Evans Group, LLC | 0.13% | No change | 1,039 | $222K |
| Wellington Grp LLC | 0.07% | Add +167.1% | 1,039 | $222K |
| Inspire Advisors, LLC | 0.02% | Reduce -4.6% | 1,035 | $221K |
| Schneider Downs Wealth Management Advisors, LP | 0.02% | No change | 1,032 | $221K |
| Thoroughbred Financial Services, LLC | 0.01% | No change | 1,033 | $220K |
| Lakeshore Financial Planning, Inc. | 0.08% | Reduce -0.1% | 1,028 | $220K |
| Private Wealth Management Group, LLC | 0.06% | No change | 1,028 | $220K |
| Clarity Wealth Advisors, LLC | 0.05% | No change | 1,028 | $220K |
| Hurley Capital, LLC | 0.12% | Add +0.4% | 1,026 | $219K |
| Heritage Family Offices, LLP | 0.10% | No change | 1,025 | $219K |
| West Paces Advisors Inc. | 0.04% | No change | 1,024 | $219K |
| Beacon Bank & Trust | 0.04% | No change | 1,022 | $218K |
| Bluesphere Advisors LLC | 0.08% | Add +3.1% | 1,021 | $218K |
| Tilson Financial Group, Inc. | 0.07% | Add +0.1% | 1,018 | $218K |
| Maple Capital Management, Inc. | 0.01% | No change | 1,018 | $218K |
| Fiera Capital Corp | 0.00% | No change | 1,016 | $217K |
| Cannon Financial Strategists, Inc. | 0.03% | No change | 1,015 | $217K |
| Founders Capital Management | 0.11% | No change | 1,007 | $215K |
| CSS LLC | 0.03% | No change | 1,007 | $215K |
| Wealthstar Advisors, LLC | 0.13% | New | 1,006 | $215K |
| Neumann Capital Management, LLC | 0.06% | No change | 1,006 | $215K |
| Inspirion Wealth Advisors, LLC | 0.03% | No change | 1,004 | $215K |
| Lighthouse Financial LLC | 0.13% | No change | 1,004 | $215K |
| Country Trust Bank | 0.00% | No change | 1,003 | $214K |
| Gordian Advisors LLC | 0.14% | No change | 1,001 | $214K |
| First City Capital Management, Inc. | 0.11% | No change | 1,000 | $214K |
| Oarsman Capital, Inc. | 0.03% | Reduce -91.2% | 1,000 | $214K |
| Burns J W & Co. Inc. | 0.02% | No change | 1,000 | $214K |
| Hemenway Trust Co LLC | 0.02% | New | 1,000 | $214K |
| Charles Schwab Trust Co | 0.01% | Reduce -50.9% | 999 | $213K |
| Voisard Asset Management Group, Inc. | 0.05% | No change | 998 | $213K |
| Wilson & Boucher Capital Management, LLC | 0.14% | No change | 985 | $210K |
| Monument Capital Management | 0.05% | No change | 981 | $210K |
| Columbia Asset Management | 0.04% | No change | 980 | $209K |
| Retiremitten Financial LLC | 0.10% | — | 979 | $209K |
| Laffer Tengler Investments, Inc. | 0.04% | No change | 979 | $209K |
| Guerra Pan Advisors, LLC | 0.13% | No change | 978 | $209K |
| Connable Office Inc. | 0.02% | No change | 975 | $208K |
| Sacks & Associates, LLC | 0.15% | No change | 974 | $208K |
| Princeton Global Asset Management LLC | 0.03% | Add +1.6% | 970 | $207K |
| FourThought Financial Partners, LLC | 0.02% | Reduce -21.8% | 968 | $207K |
| Valpey Financial Services, LLC | 0.13% | Reduce -4.2% | 965 | $206K |
| ORBA Wealth Advisors, L.L.C. | 0.25% | Reduce -31.1% | 964 | $206K |
| Valtrion Capital Management, LLC | 0.19% | Reduce -0.5% | 964 | $206K |
| City State Bank | 0.05% | No change | 962 | $206K |
| Howard Wealth Management, LLC | 0.09% | No change | 960 | $205K |
| Vision Capital Management, Inc. | 0.03% | No change | 958 | $205K |
| Seneschal Advisors, LLC | 0.15% | No change | 953 | $204K |
| Opus Financial Solutions LLC | 0.19% | New | 950 | $203K |
| Ledgewood Wealth Advisors, LLC | 0.11% | New | 950 | $203K |
| Adirondack Capital Advisors, LLC | 0.13% | New | 947 | $202K |
| Manuka Financial, LLC | 0.12% | Reduce -11.4% | 946 | $202K |
| Prasad Wealth Partners, LLC | 0.05% | New | 943 | $202K |
| Archer Investment Management, LLC | 0.08% | New | 943 | $201K |
| 360 Financial, Inc. | 0.06% | New | 943 | $201K |
| Financial & Tax Architects, LLC | 0.04% | New | 943 | $201K |
| Global Assets Advisory, LLC | 0.06% | New | 942 | $201K |
| LifeWealth Investments, LLC | 0.06% | Reduce -31.0% | 942 | $201K |
| SYM FINANCIAL Corp | 0.02% | Add +32.4% | 920 | $197K |
| Granite FO LLC | 0.12% | Add +0.2% | 915 | $196K |
| West Branch Capital LLC | 0.05% | No change | 900 | $192K |
| Keating Financial Advisory Services, Inc. | 0.03% | Add +21.5% | 899 | $192K |
| IAG Wealth Partners, LLC | 0.02% | Reduce -0.6% | 879 | $188K |
| Lowe Brockenbrough & Co. Inc. | 0.01% | No change | 864 | $185K |
| WealthCollab, LLC | 0.08% | No change | 863 | $184K |
| SIMA Wealth Partners, LLC | 0.14% | Reduce -0.3% | 855 | $183K |
| KERR FINANCIAL PLANNING Corp | 0.13% | Add +0.3% | 787 | $179K |
| NFSG Corp | 0.03% | Reduce -5.5% | 821 | $176K |
| Advocate Investing Services LLC | 0.14% | No change | 800 | $171K |
| Creative Capital Management Investments LLC | 0.05% | Add +297.0% | 794 | $170K |
| Washington Trust Advisors, Inc. | 0.01% | Reduce -35.8% | 787 | $168K |
| Marshall & Sterling Wealth Advisors Inc. | 0.11% | No change | 779 | $166K |
| Centaurus Financial, Inc. | 0.01% | Add +2.8% | 772 | $165K |
| Moisand Fitzgerald Tamayo, LLC | 0.02% | No change | 763 | $163K |
| Greykasell Wealth Strategies, Inc. | 0.07% | Add +0.4% | 760 | $162K |
| Vestor Capital, LLC | 0.01% | Reduce -54.0% | 750 | $160K |
| DB Fitzpatrick & Co, Inc | 0.14% | Reduce -3.0% | 742 | $159K |
| Hills Bank & Trust Co | 0.01% | No change | 725 | $155K |
| CoreFirst Bank & Trust | 0.08% | Reduce -17.0% | 709 | $151K |
| Providence Capital Advisors, LLC | 0.02% | Reduce -65.1% | 709 | $151K |
| Union Savings Bank | 0.07% | No change | 708 | $151K |
| TD Waterhouse Canada Inc. | 0.00% | Reduce -27.8% | 690 | $148K |
| Robinswood Financial LLC | 0.05% | Reduce -33.5% | 689 | $147K |
| Ares Financial Consulting, LLC | 0.12% | Add +0.3% | 681 | $146K |
| Pacifica Partners Inc. | 0.05% | Add +3.5% | 678 | $145K |
| Forum Finance Group S.A. | 0.08% | — | 835 | $144K |
| Creative Financial Designs Inc. | 0.01% | Add +5.6% | 664 | $142K |
| Frazier Financial Advisors, LLC | 0.08% | Add +513.0% | 662 | $141K |
| Sellwood Investment Partners LLC | 0.06% | No change | 660 | $141K |
| High Point Wealth Management, LLC | 0.14% | No change | 659 | $141K |
| Morgan Dempsey Capital Management LLC | 0.06% | Add +11.2% | 654 | $140K |
| Peoples Financial Services Corp. | 0.07% | Add +252.4% | 652 | $139K |
| Caldwell Sutter Capital, Inc. | 0.06% | No change | 649 | $139K |
| Birchwood Financial Partners, Inc. | 0.13% | Reduce -28.2% | 633 | $135K |
| Copia Wealth Management | 0.09% | Reduce -31.1% | 626 | $134K |
| MilWealth Group LLC | 0.03% | No change | 618 | $132K |
| Cache Advisors, LLC | 0.01% | New | 608 | $130K |
| SHP Wealth Management | 0.01% | Add +2.6% | 602 | $129K |
| Schroder Investment Management Group | 0.00% | No change | 600 | $128K |
| Windsor Advisory Group, LLC | 0.10% | No change | 586 | $125K |
| Wolff Wiese Magana LLC | 0.07% | No change | 583 | $125K |
| Palouse Capital Management, Inc. | 0.08% | No change | 577 | $123K |
| Collier Financial | 0.09% | Add +21.7% | 577 | $123K |
| HHM Wealth Advisors, LLC | 0.01% | Add +119.7% | 558 | $119K |
| S&T Bank | 0.04% | No change | 550 | $118K |
| Community Financial Services Group, LLC | 0.02% | New | 535 | $115K |
| ESL Trust Services, LLC | 0.02% | No change | 536 | $115K |
| Register Financial Advisors LLC | 0.04% | Add +43.3% | 526 | $112K |
| Basecamp Wealth Advisors LLC | 0.02% | New | 522 | $111K |
| Provident Wealth Management, LLC | 0.03% | No change | 516 | $110K |
| Sound Income Strategies, LLC | 0.01% | Reduce -39.4% | 508 | $109K |
| NFJ Investment Group, LLC | 0.00% | Reduce -98.8% | 511 | $109K |
| Jackson Hole Capital Partners, LLC | 0.02% | Add +0.2% | 498 | $106K |
| United Community Bank | 0.04% | Reduce -14.4% | 492 | $105K |
| JPL Wealth Management, LLC | 0.02% | New | 491 | $105K |
| IFG Advisory, LLC | 0.30% | Reduce -93.6% | 487 | $104K |
| Arcadia Investment Advisors LLC | 0.05% | No change | 483 | $103K |
| Key Capital Management, INC | 0.07% | Add +152.1% | 479 | $102K |
| Capital Investment Counsel, Inc | 0.01% | No change | 475 | $101K |
| Coston, McIsaac & Partners | 0.02% | No change | 470 | $100K |
| Tompkins Financial Corp. | 0.01% | No change | 462 | $99K |
| Pin Oak Investment Advisors Inc. | 0.07% | Reduce -39.7% | 454 | $97K |
| Gill Capital Partners, LLC | 0.03% | New | 450 | $96K |
| Cornerstone Financial Management LLC | 0.09% | No change | 445 | $95K |
| Bernard Wealth Management Corp. | 0.04% | Reduce -5.1% | 443 | $95K |
| Abound Wealth Management | 0.02% | Add +1.6% | 439 | $94K |
| Cherry Tree Wealth Management, LLC | 0.02% | Reduce -8.7% | 431 | $92K |
| Burk Holdings LLC | 0.04% | New | 418 | $89K |
| Field & Main Bank | 0.02% | No change | 400 | $85K |
| Glassy Mountain Advisors, Inc. | 0.03% | No change | 396 | $85K |
| Signature Equity Partners, LLC | 0.05% | Reduce -10.3% | 394 | $84K |
| Smithfield Trust Co | 0.00% | No change | 390 | $84K |
| Park National Corp. | 0.00% | New | 385 | $82K |
| IFS Advisors, LLC | 0.04% | No change | 383 | $82K |
| Noble Wealth Management PBC | 0.04% | Reduce -5.0% | 380 | $81K |
| Investors Research Corp | 0.02% | No change | 378 | $81K |
| Catherine Avery Investment Management LLC | 0.04% | Reduce -37.5% | 370 | $79K |
| SRH Advisors, LLC | 0.02% | No change | 370 | $79K |
| Atlantic Private Wealth, LLC | 0.05% | No change | 364 | $78K |
| Caldwell Trust Co | 0.01% | No change | 358 | $76K |
| Cornerstone Planning Group LLC | 0.01% | Reduce -55.3% | 326 | $75K |
| Topsail Wealth Management, LLC | 0.01% | No change | 349 | $75K |
| Silver Grove Financial Group, Inc. | 0.06% | New | 346 | $74K |
| Westside Investment Management, Inc. | 0.01% | No change | 344 | $74K |
| Retirement Wealth Solutions LLC | 0.05% | New | 338 | $72K |
| Private Wealth Asset Management, LLC | 0.01% | Add +144.4% | 330 | $71K |
| Financial Consulate, Inc. | 0.01% | No change | 329 | $70K |
| Main Management LLC | 0.01% | New | 323 | $69K |
| Towne Trust Company, N.A | 0.02% | No change | 317 | $68K |
| Hilton Head Capital Partners, LLC | 0.04% | Add +0.3% | 316 | $67K |
| Wealth Enhancement Trust Services, Inc. | 0.01% | Reduce -35.6% | 309 | $66K |
| CNB Bank | 0.03% | No change | 305 | $65K |
| Merrithew & Thorsten Inc | 0.06% | Add +0.3% | 305 | $65K |
| Wealth Preservation Advisors, LLC | 0.05% | No change | 304 | $65K |
| Rosenberg Matthew Hamilton | 0.01% | No change | 304 | $65K |
| Vision Retirement, LLC | 0.02% | Add +70.8% | 304 | $65K |
| Rossmore Private Capital | 0.01% | No change | 302 | $65K |
| Hickory Point Bank & Trust | 0.04% | New | 300 | $64K |
| LOM Asset Management Ltd | 0.02% | No change | 300 | $64K |
| McGuire Capital Advisors Inc. | 0.04% | Reduce -7.9% | 293 | $63K |
| Piscataqua Savings Bank | 0.04% | No change | 290 | $62K |
| Scarborough Advisors, LLC | 0.01% | New | 288 | $61K |
| Longview Financial Advisors LLC | 0.03% | No change | 286 | $61K |
| MRP Capital Investments, LLC | 0.05% | New | 282 | $60K |
| Holos Integrated Wealth LLC | 0.03% | Add +89.1% | 278 | $60K |
| Marshall Investment Management, LLC | 0.03% | New | 275 | $59K |
| Bear Mountain Capital, Inc. | 0.02% | No change | 256 | $58K |
| Salomon & Ludwin, LLC | 0.01% | No change | 269 | $58K |
| Atlantic Edge Private Wealth Management, LLC | 0.01% | No change | 271 | $58K |
| North Star Investment Management Corp. | 0.00% | No change | 269 | $57K |
| Sittner & Nelson, LLC | 0.02% | No change | 266 | $57K |
| Caitlin John, LLC | 0.03% | No change | 260 | $56K |
| Van Den Berg Management I, Inc. | 0.01% | Reduce -80.3% | 247 | $53K |
| Synergy Investment Management, LLC | 0.02% | New | 246 | $53K |
| Pursuit Wealth Strategies, LLC | 0.07% | Add +32.6% | 244 | $52K |
| Tidemark, LLC | 0.01% | No change | 244 | $52K |
| Richardson Financial Services Inc. | 0.03% | Reduce -14.7% | 243 | $52K |
| Financial Gravity Asset Management, Inc. | 0.01% | No change | 242 | $52K |
| Global Trust Asset Management, LLC | 0.02% | No change | 236 | $50K |
| Rossby Financial, LCC | 0.01% | No change | 232 | $50K |
| Quaker Wealth Management, LLC | 0.02% | Add +0.4% | 232 | $50K |
| Legend Capital Advisors LLC | 0.03% | New | 231 | $49K |
| Richardson Capital Management LLC | 0.02% | No change | 223 | $48K |
| Financial Perspectives, Inc | 0.01% | Add +0.5% | 223 | $48K |
| Dunhill Financial, LLC | 0.01% | Reduce -0.5% | 222 | $48K |
| Halbert Hargrove Global Advisors, LLC | 0.00% | Reduce -25.3% | 221 | $47K |
| Valley National Advisers Inc. | 0.01% | No change | 224 | $47K |
| Owl Creek Wealth Partners LLC | 0.02% | — | 217 | $46K |
| VSM Wealth Advisory, LLC | 0.01% | Add +15.1% | 213 | $46K |
| Triumph Capital Management | 0.01% | Reduce -14.8% | 207 | $44K |
| Prestige Wealth Management Group LLC | 0.01% | No change | 201 | $43K |
| Aberdeen Wealth Management LLC | 0.02% | No change | 200 | $43K |
| Center for Financial Planning, Inc. | 0.00% | Add +13.1% | 199 | $43K |
| Peachtree Investment Partners, LLC | 0.02% | Add +0.5% | 192 | $41K |
| Davis Capital Management | 0.03% | No change | 189 | $40K |
| RMG Wealth Management LLC | 0.00% | New | 170 | $40K |
| SJS Investment Consulting Inc. | 0.00% | No change | 183 | $39K |
| Access Investment Management LLC | 0.01% | No change | 180 | $38K |
| Bellevue Asset Management, LLC | 0.02% | No change | 175 | $37K |
| Mb, Levis & Associates, LLC | 0.01% | No change | 164 | $35K |
| New England Capital Financial Advisors LLC | 0.01% | No change | 162 | $35K |
| Delta Asset Management LLC | 0.00% | No change | 160 | $34K |
| Three Bearings Fiduciary Advisors, Inc. | 0.03% | No change | 154 | $33K |
| Grand Wealth Management, LLC | 0.01% | No change | 148 | $32K |
| Heritage Wealth Advisors | 0.00% | No change | 146 | $31K |
| Avion Wealth | 0.01% | No change | 144 | $30K |
| MBM Wealth Consultants, LLC | 0.01% | New | 138 | $29K |
| Mark Sheptoff Financial Planning, LLC | 0.02% | No change | 126 | $29K |
| Richards, Merrill & Peterson, Inc. | 0.01% | No change | 135 | $29K |
| Armor Investment Advisors, LLC | 0.01% | No change | 135 | $29K |
| Pension & Wealth Management Advisors, Inc. | 0.01% | New | 135 | $29K |
| MPWM Advisory Solutions, LLC | 0.01% | Add +10.9% | 132 | $28K |
| Flagship Wealth Advisors, LLC | 0.01% | Add +11.7% | 143 | $28K |
| Bell Investment Advisors, Inc | 0.00% | No change | 129 | $28K |
| Strategic Investment Solutions, Inc. | 0.01% | New | 128 | $27K |
| Morton Brown Family Wealth, LLC | 0.01% | No change | 127 | $27K |
| C M Bidwell & Associates Ltd. | 0.01% | No change | 124 | $26K |
| Syntax Research, Inc. | 0.02% | No change | 122 | $26K |
| Tanaka Capital Management Inc. | 0.04% | No change | 123 | $26K |
| Reyes Financial Architecture, Inc. | 0.02% | No change | 121 | $26K |
| Twin Lakes Capital Management, LLC | 0.01% | No change | 119 | $25K |
| N.E.W. Advisory Services LLC | 0.00% | No change | 112 | $24K |
| Fiduciary Advisors, Inc. | 0.02% | No change | 108 | $23K |
| Signature Resources Capital Management, LLC | 0.01% | Reduce -71.7% | 108 | $23K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.01% | No change | 106 | $23K |
| Kilter Group LLC | 0.01% | No change | 104 | $22K |
| Chung Wu Investment Group, LLC | 0.02% | No change | 100 | $21K |
| Dynamic Wealth Strategies, LLC | 0.01% | No change | 100 | $21K |
| one8zero8, LLC | 0.00% | Reduce -50.0% | 100 | $21K |
| Old Second National Bank of Aurora | 0.00% | No change | 100 | $21K |
| Truvestments Capital LLC | 0.00% | No change | 100 | $21K |
| Colonial Trust Advisors | 0.00% | No change | 99 | $21K |
| Wilkerson Advisory Group LLC | 0.01% | Add +1.0% | 99 | $21K |
| Integrity Financial Corp | 0.01% | No change | 97 | $21K |
| Financial Management Professionals, Inc. | 0.00% | No change | 96 | $21K |
| Cheviot Value Management, LLC | 0.00% | No change | 95 | $20K |
| Fourth Dimension Wealth, LLC | 0.01% | No change | 91 | $19K |
| Gen-Wealth Partners Inc | 0.01% | No change | 87 | $19K |
| Comprehensive Financial Planning, Inc. | 0.01% | No change | 85 | $18K |
| Strategic Advisory Partners, LLC | 0.01% | New | 77 | $16K |
| Measured Wealth Private Client Group, LLC | 0.00% | No change | 77 | $16K |
| Steigerwald, Gordon & Koch Inc. | 0.00% | No change | 72 | $15K |
| Evolution Advisers, Inc. | 0.01% | No change | 71 | $15K |
| Resources Management Corp. /CT/ | 0.00% | No change | 68 | $15K |
| Delos Wealth Advisors, LLC | 0.01% | No change | 66 | $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 | 0.02% | No change | 56 | $12K |
| Realta Investment Advisors | 0.00% | Add +1733.3% | 55 | $12K |
| Valley Wealth Managers, Inc. | 0.00% | Reduce -96.5% | 53 | $11K |
| 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 | 0.01% | No change | 46 | $10K |
| Physician Wealth Advisors, Inc. | 0.00% | No change | 46 | $10K |
| Bravera Wealth | 0.00% | Reduce -2.2% | 45 | $10K |
| BankChampaign, National Association | 0.01% | New | 40 | $9K |
| Bfsg, LLC | 0.00% | No change | 39 | $8K |
| First Community Trust NA | 0.01% | No change | 36 | $8K |
| Evolution Wealth Management Inc. | 0.01% | No change | 36 | $8K |
| Daytona Street Capital LLC | 0.01% | Add +133.3% | 35 | $8K |
| Legacy Wealth Managment, LLC | 0.00% | No change | 35 | $7K |
| Aventura Private Wealth, LLC | 0.00% | No change | 34 | $7K |
| Elevated Capital Advisors, LLC | 0.00% | No change | 33 | $7K |
| Hoey Investments, Inc. | 0.00% | No change | 32 | $7K |
| Advisortrust Partners, LLC | 0.00% | New | 29 | $6K |
| Granite Investment Partners, LLC | 0.00% | No change | 29 | $6K |
| Richard W. Paul & Associates, LLC | 0.00% | No change | 27 | $6K |
| Broadwater Capital Management LLC | 0.00% | No change | 26 | $5K |
| Horizons Wealth Management | 0.00% | No change | 25 | $5K |
| Legacy Bridge, LLC | 0.00% | No change | 25 | $5K |
| Quest 10 Wealth Builders, Inc. | 0.00% | No change | 23 | $5K |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 20 | $4K |
| Toth Financial Advisory Corp. | 0.00% | No change | 20 | $4K |
| United Financial Planning Group LLC | 0.00% | Reduce -98.9% | 20 | $4K |
| Harvest Fund Management Co., Ltd | 0.00% | No change | 21 | $4K |
| Van Eck Associates Corp. | 0.00% | Reduce -55.0% | 18 | $4K |
| Fairman Group, LLC | 0.00% | No change | 16 | $3K |
| 10Elms LLP | 0.00% | Reduce -63.2% | 14 | $3K |
| LM Advisors LLC | 0.02% | Add +1.4% | 628 | $3K |
| Westfuller Advisors, LLC | 0.00% | Reduce -9.1% | 10 | $2K |
| Main Street Group, LTD | 0.00% | New | 9 | $2K |
| Fortis Group Advisors, LLC | 0.00% | No change | 7 | $1K |
| Hughes Financial Services, LLC | 0.00% | No change | 7 | $1K |
| Transamerica Financial Advisors, LLC | 0.00% | New | 5 | $1K |
| TopTier Wealth Management, LLC | 0.00% | New | 4 | $874 |
| Dogwood Wealth Management LLC | 0.00% | New | 4 | $855 |
| Contravisory Investment Management, Inc. | 0.00% | No change | 4 | $855 |
| Alerus Financial NA | 0.00% | Reduce -50.0% | 4 | $855 |
| Natixis | 0.00% | Reduce -100.0% | 2 | $427 |
"% 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.