iShares Russell 1000 Value EIWDETF
13F holders, Q2 2026 (June 30)1,981holders +73
143new positions
66sold out
9famous investors
$242.46avg. 13F price*
At the end of Q2 2026, 1,981 institutions reported holding iShares Russell 1000 Value E (IWD) in their 13F filings, up 73 from Q1 2026. 143 opened new positions and 66 sold out. The largest holders were Bank of America Corp. ($10.8B), Morgan Stanley ($9.9B) and Goldman Sachs Group Inc. ($2.8B). 9 famous investors held it, including Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio), Joel Greenblatt (0.1% of Gotham Asset Management's portfolio) and Mario Gabelli (0.0% of GAMCO Investors's portfolio).
- Company
- iShares Russell 1000 Value E
- CUSIP
- 464287598
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 143 | $191.7M |
| Exits | 66 | $285.5M |
All 13F filers, Q1 2026 → Q2 2026: 12,434,904 shares bought and 14,902,869 shares sold, net −2,467,965 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,981 holders
| Bank of America Corp. | 0.70% | Reduce -3.1% | 44,711,921 | $10.8B |
| Morgan Stanley | 0.52% | Reduce -3.7% | 40,662,951 | $9.9B |
| Goldman Sachs Group Inc. | 0.29% | Reduce -1.1% | 11,508,393 | $2.8B |
| FMR LLC | 0.09% | Reduce -4.2% | 8,896,508 | $2.2B |
| Ameriprise Financial Inc. | 0.43% | Add +625.2% | 8,644,566 | $2.1B |
| JPMorgan Chase & Co. | 0.12% | Reduce -1.7% | 8,498,901 | $2.1B |
| Financial Engines Advisors L.L.C. | 3.40% | Reduce -1.5% | 7,898,903 | $1.9B |
| Envestnet Asset Management Inc. | 0.38% | Reduce -2.5% | 6,717,263 | $1.6B |
| UBS Group AG | 0.24% | Reduce -3.9% | 6,325,816 | $1.5B |
| Baird Financial Group, Inc. | 2.06% | Add +2.8% | 6,192,377 | $1.5B |
| Wells Fargo & Company | 0.24% | Add +13.4% | 5,686,036 | $1.4B |
| Raymond James Financial Inc. | 0.34% | Reduce -5.1% | 5,232,373 | $1.3B |
| Northern Trust Corp. | 0.12% | Reduce -19.3% | 4,160,192 | $1.0B |
| LPL Financial LLC | 0.22% | Reduce -5.6% | 4,042,964 | $980.1M |
| M&T Bank Corp | 2.70% | Reduce -0.0% | 3,793,923 | $919.8M |
| PNC Financial Services Group, Inc. | 0.41% | Add +0.7% | 3,411,025 | $826.9M |
| Pinnacle Financial Partners, Inc. | 5.38% | Add +0.3% | 3,257,065 | $789.6M |
| Prudential Financial Inc. | 0.82% | Reduce -16.8% | 3,107,712 | $753.4M |
| Jones Financial Companies LLLP | 0.26% | Add +2.9% | 2,718,123 | $659.8M |
| Royal Bank of Canada | 0.09% | Reduce -1.4% | 2,187,427 | $530.3M |
| Truist Financial Corp. | 0.62% | Reduce -0.8% | 2,143,441 | $519.6M |
| Jasper Ridge Partners, L.P. | 10.57% | Reduce -17.1% | 2,045,358 | $495.9M |
| Stifel Financial Corp. | 0.37% | Add +24.3% | 1,821,926 | $441.7M |
| GLOBALT Investments LLC / GA | 14.03% | Reduce -1.9% | 1,715,696 | $415.9M |
| Commonwealth Equity Services, LLC | 0.49% | Reduce -0.3% | 1,601,482 | $388.2M |
| Rockefeller Capital Management L.P. | 0.57% | Reduce -0.3% | 1,534,580 | $372.0M |
| Focus Partners Wealth | 0.35% | Add +0.2% | 1,416,627 | $343.4M |
| Stairway Partners, LLC | 15.21% | Add +0.0% | 1,331,855 | $322.9M |
| 71 West Capital Partners | 10.95% | Add +3.4% | 1,306,647 | $316.8M |
| Cetera Investment Advisers | 0.28% | Add +1.3% | 1,245,656 | $302.0M |
| Natixis Advisors, LLC | 0.32% | Reduce -6.9% | 1,187,387 | $287.9M |
| Citigroup Inc. | 0.13% | Add +6.7% | 1,172,263 | $284.2M |
| Fifth Third Bancorp | 0.45% | Reduce -3.3% | 1,152,535 | $279.4M |
| Tiaa-Cref Individual & Institutional Services, LLC | 0.91% | Add +2.8% | 1,093,500 | $265.1M |
| HighTower Advisors, LLC | 0.24% | Reduce -4.4% | 1,041,916 | $252.6M |
| Oakworth Capital, Inc. | 10.15% | Add +1.8% | 877,912 | $213.4M |
| Waldron Private Wealth LLC | 7.16% | Reduce -1.9% | 853,400 | $206.9M |
| Cerity Partners LLC | 0.25% | Add +4.0% | 848,030 | $205.6M |
| OpenArc Corporate Advisory, LLC | 2.33% | Add +8.0% | 807,045 | $195.7M |
| US Bancorp \de | 0.21% | Reduce -0.9% | 793,380 | $192.3M |
| Bank of New York Mellon Corp | 0.03% | Reduce -12.9% | 786,854 | $190.8M |
| Osaic Holdings, Inc. | 0.22% | Add +10.1% | 785,470 | $190.4M |
| Victory Capital Management Inc. | 0.10% | Reduce -4.9% | 742,315 | $180.0M |
| Brown Advisory Inc. | 0.27% | Reduce -1.1% | 730,583 | $177.1M |
| Dynasty Wealth Management, LLC | 1.31% | Add +10.2% | 725,606 | $175.9M |
| Circle Wealth Management, LLC | 2.05% | No change | 672,670 | $163.1M |
| Commerce Bank | 0.71% | Reduce -6.1% | 663,733 | $160.9M |
| Franklin Resources Inc. | 0.04% | Reduce -72.0% | 663,216 | $160.8M |
| TIAA Wealth Investment Management LLC | 1.03% | Reduce -1.5% | 636,075 | $154.4M |
| 1ST Source Bank | 6.95% | Add +1.7% | 632,344 | $153.3M |
| Stephens Inc. | 1.61% | Add +1.9% | 593,962 | $144.0M |
| Creative Planning | 0.07% | Reduce -5.2% | 509,090 | $123.4M |
| Wealth Enhancement Advisory Services, LLC | 0.20% | Reduce -0.7% | 494,171 | $122.0M |
| Pathstone Holdings, LLC | 0.34% | Add +2.3% | 480,631 | $116.5M |
| Captrust Financial Advisors | 0.17% | Add +6.0% | 461,550 | $111.9M |
| Mariner, LLC | 0.11% | Reduce -5.2% | 453,552 | $110.0M |
| Corient Private Wealth LP | 0.15% | Reduce -42.9% | 446,355 | $108.2M |
| Cullen/Frost Bankers, Inc. | 1.06% | Add +1.7% | 442,652 | $107.3M |
| Stephens Group Asset Management, LLC | 5.87% | Reduce -0.7% | 428,133 | $103.8M |
| Northwestern Mutual Wealth Management Co. | 0.05% | Reduce -10.0% | 414,670 | $100.5M |
| Cassaday & Co Wealth Management LLC | 1.86% | Reduce -2.5% | 407,487 | $98.8M |
| Choreo, LLC | 1.08% | Add +0.5% | 404,733 | $98.1M |
| Marquette Asset Management, LLC | 12.42% | Add +1.1% | 397,757 | $96.4M |
| Cedar Mountain Advisors, LLC | 16.50% | Add +0.0% | 395,280 | $95.8M |
| Waverly Advisors, LLC | 0.55% | Add +44.0% | 392,600 | $95.2M |
| Landaas & Co. /Wi | 16.99% | Add +3.1% | 385,177 | $93.4M |
| MAI Capital Management | 0.35% | Add +5.9% | 382,514 | $92.7M |
| Steward Partners Investment Advisory, LLC | 0.47% | Add +0.3% | 382,011 | $92.6M |
| StoneX Group Inc. | 3.56% | Add +1.5% | 364,575 | $88.4M |
| Bank of Nova Scotia | 0.13% | Reduce -15.3% | 360,680 | $87.4M |
| Modera Wealth Management, LLC | 0.93% | Reduce -1.2% | 359,145 | $87.1M |
| Moneta Group Investment Advisors LLC | 0.63% | Reduce -0.5% | 353,038 | $85.6M |
| BlackRock, Inc. | 0.00% | Reduce -47.3% | 337,493 | $81.8M |
| MV Capital Management, Inc. | 7.14% | Reduce -2.5% | 332,274 | $80.6M |
| Cresset Asset Management, LLC | 0.29% | Add +1.1% | 327,952 | $79.5M |
| Thrivent Financial for Lutherans | 0.13% | Reduce -4.5% | 321,271 | $77.9M |
| EP Wealth Advisors, LLC | 0.30% | Add +5.5% | 319,919 | $77.6M |
| Alliancebernstein L.P. | 0.03% | Add +77.4% | 362,548 | $77.5M |
| Nuveen, LLC | 0.02% | Add +87.3% | 319,031 | $77.3M |
| Private Advisor Group, LLC | 0.34% | Reduce -7.2% | 309,791 | $75.1M |
| BNP Paribas Financial Markets | 0.04% | Reduce -61.9% | 307,073 | $74.4M |
| MML Investors Services, LLC | 0.15% | Reduce -24.1% | 304,240 | $73.8M |
| Bank of Montreal | 0.03% | Add +6.6% | 301,351 | $73.1M |
| Lido Advisors, LLC | 0.25% | Reduce -8.0% | 284,963 | $69.1M |
| Caisse de depot et placement du Quebec | 0.10% | New | 281,975 | $68.4M |
| Beirne Wealth Consulting Services, LLC | 13.11% | Add +195.4% | 271,741 | $65.9M |
| Janney Montgomery Scott LLC | 0.13% | Reduce -1.2% | 269,580 | $65.4M |
| First Business Financial Services, Inc. | 5.00% | Reduce -0.1% | 265,835 | $64.4M |
| Mission Wealth Management, LP | 0.80% | Add +18.2% | 265,552 | $64.4M |
| Beacon Pointe Advisors, LLC | 0.30% | Reduce -22.8% | 261,551 | $63.4M |
| SMI Advisory Services, LLC | 10.25% | Reduce -5.3% | 255,736 | $63.2M |
| Badgley Phelps Wealth Managers, LLC | 1.10% | Add +3.4% | 259,924 | $63.0M |
| Mercer Global Advisors Inc. | 0.08% | Add +11.4% | 257,408 | $62.4M |
| Bridges Investment Management Inc. | 0.75% | Reduce -1.4% | 253,556 | $61.5M |
| Paulson Wealth Management Inc. | 13.03% | Reduce -7.3% | 253,476 | $61.5M |
| HB Wealth Management, LLC | 0.33% | Add +3.4% | 244,415 | $59.3M |
| Equity Investment Corp. | 1.12% | Reduce -39.8% | 241,235 | $58.5M |
| Blair William & Co. | 0.15% | Reduce -10.3% | 232,981 | $56.5M |
| Kestra Private Wealth Services, LLC | 0.61% | Add +4.2% | 229,113 | $55.5M |
| Concurrent Investment Advisors, LLC | 0.46% | Add +17.6% | 222,877 | $54.0M |
| CIBC Bancorp USA Inc. | 0.07% | Add +16.1% | 220,733 | $53.5M |
| Relyea Zuckerberg Hanson LLC | 4.36% | Add +4.4% | 215,569 | $52.3M |
| Americana Partners, LLC | 1.17% | Reduce -0.1% | 213,798 | $51.8M |
| AQR Capital Management | 0.02% | Add +9.0% | 211,834 | $51.4M |
| Comprehensive Financial Management LLC | 1.67% | No change | 210,233 | $51.0M |
| Wind River Trust Co | 16.97% | Reduce -10.4% | 207,228 | $50.2M |
| Legacy Edge Advisors, LLC | 4.61% | Reduce -6.6% | 207,147 | $50.2M |
| Mesirow Financial Investment Management, Inc. | 0.75% | Reduce -5.2% | 196,514 | $47.6M |
| Wilmington Savings Fund Society, FSB | 1.02% | Add +10.1% | 187,828 | $45.5M |
| Kestra Advisory Services, LLC | 0.14% | Add +2.7% | 184,219 | $44.7M |
| Saudi Central Bank | 0.58% | No change | 178,016 | $44.2M |
| Regions Financial Corp. | 0.25% | Reduce -2.8% | 171,512 | $41.6M |
| CFS Investment Advisory Services, LLC | 2.73% | Reduce -6.7% | 166,111 | $41.0M |
| Corundum Group, Inc. | 12.02% | Add +0.9% | 167,207 | $40.5M |
| Prospera Financial Services Inc | 0.59% | Reduce -7.8% | 166,431 | $40.4M |
| Arax Advisory Partners | 0.27% | Add +60.0% | 165,039 | $40.0M |
| Pacific Sage Partners, LLC | 5.67% | Add +6.0% | 164,320 | $39.8M |
| American Century Companies Inc. | 0.02% | Reduce -29.1% | 158,923 | $38.5M |
| Quantinno Capital Management LP | 0.05% | Add +17.9% | 156,169 | $37.9M |
| Midwest Trust Co | 0.43% | Reduce -0.9% | 155,710 | $37.7M |
| Ellenbecker Investment Group | 4.39% | Add +6.0% | 155,500 | $37.7M |
| LBJ Family Wealth Advisors, Ltd. | 19.20% | Reduce -1.2% | 155,137 | $37.7M |
| HSBC Holdings PLC | 0.02% | Add +0.1% | 151,925 | $36.8M |
| Savant Capital, LLC | 0.10% | Add +6.2% | 147,184 | $35.8M |
| Proathlete Wealth Management LLC | 8.82% | Reduce -4.3% | 147,043 | $35.7M |
| Silvercrest Asset Management Group LLC | 0.23% | Reduce -1.0% | 145,301 | $35.2M |
| Objectivity Squared, LLC | 19.74% | Add +0.6% | 144,543 | $35.0M |
| Cordatus Wealth Management LLC | 7.69% | Reduce -8.5% | 144,489 | $35.0M |
| Jmac Enterprises LLC | 5.88% | Reduce 0.0% | 143,943 | $34.9M |
| Equitable Holdings, Inc. | 0.20% | Reduce -59.2% | 140,095 | $34.0M |
| Keybank National Association | 0.11% | Reduce -2.8% | 139,126 | $33.7M |
| Sanctuary Advisors, LLC | 0.16% | Reduce -5.0% | 138,965 | $33.7M |
| Claro Advisors Inc. | 3.51% | Add +8.3% | 138,046 | $33.5M |
| RMR Wealth Builders | 2.06% | Reduce -0.5% | 136,510 | $33.1M |
| Sylvest Advisors, LLC | 14.45% | Add +8.2% | 132,225 | $32.1M |
| Massachusetts Financial Services Co. | 0.01% | Reduce -52.1% | 129,437 | $31.4M |
| Capital Advisors, Ltd. LLC | 3.16% | Add +2.5% | 129,178 | $31.3M |
| Boston Partners | 0.03% | Reduce -36.9% | 127,621 | $31.0M |
| LWM Advisors Inc. | 26.41% | Add +1.8% | 127,487 | $30.9M |
| Rwa Wealth Partners, LLC | 0.30% | Add +380.7% | 127,277 | $30.9M |
| Cambridge Investment Research Advisors, Inc. | 0.07% | Add +2.8% | 127,219 | $30.8M |
| Simon Quick Advisors, LLC | 1.22% | Reduce -10.7% | 124,223 | $30.1M |
| Westwood Holdings Group Inc. | 0.23% | Reduce -21.2% | 122,810 | $29.8M |
| Modern Wealth Management, LLC | 0.35% | Add +2023.8% | 122,334 | $29.7M |
| First Horizon Corp. | 1.14% | Reduce -1.7% | 122,215 | $29.6M |
| AMG National Trust Bank | 0.61% | Reduce -6.7% | 121,896 | $29.6M |
| Ryan Investment Management, Inc. | 13.21% | Add +6.7% | 120,376 | $29.2M |
| Nadler Financial Group, Inc. | 2.46% | Reduce -0.3% | 119,675 | $29.0M |
| CX Institutional | 0.83% | Reduce -2.2% | 118,254 | $28.7M |
| Clearstead Advisors, LLC | 0.27% | Reduce -29.1% | 117,742 | $28.5M |
| GTS Securities LLC | 0.60% | Add +229.1% | 116,951 | $28.4M |
| Gotham Asset Management | 0.07% | Add +1.4% | 116,884 | $28.3M |
| NewEdge Advisors, LLC | 0.08% | Reduce -4.3% | 116,785 | $28.3M |
| Jefferies Financial Group Inc. | 0.27% | Add +79.4% | 116,488 | $28.2M |
| BTC Capital Management, Inc. | 1.69% | Add +16.4% | 114,711 | $27.8M |
| PFW Advisors LLC | 7.77% | Reduce -1.0% | 109,904 | $26.6M |
| Fulton Bank, N.A. | 0.81% | Reduce -0.0% | 109,030 | $26.4M |
| Venture Visionary Partners LLC | 0.73% | Add +0.7% | 107,710 | $26.1M |
| Awm Capital, LLC | 2.03% | Reduce -0.4% | 104,700 | $25.4M |
| Stratos Investment Management, LLC | 0.91% | Reduce -5.5% | 104,385 | $25.3M |
| Stratos Wealth Partners, LTD. | 0.25% | Add +16.9% | 102,975 | $25.0M |
| Parkside Financial Bank & Trust | 1.70% | Reduce -2.5% | 102,895 | $24.9M |
| United Capital Financial Advisors, LLC | 0.13% | Reduce -0.1% | 100,602 | $24.4M |
| Oppenheimer Asset Management Inc. | 0.25% | Add +5.2% | 99,729 | $24.2M |
| Bryn Mawr Trust Advisors, LLC | 1.05% | Add +36.3% | 99,228 | $24.1M |
| Arkadios Wealth Advisors | 0.37% | Reduce -6.6% | 98,500 | $23.9M |
| Bleakley Financial Group, LLC | 0.30% | Add +15.3% | 98,484 | $23.9M |
| Great Valley Advisor Group, Inc. | 0.36% | Add +282.8% | 94,896 | $23.0M |
| CM Wealth Advisors LLC | 4.14% | No change | 94,592 | $22.9M |
| Fund Evaluation Group, LLC | 0.62% | Add +0.5% | 94,280 | $22.9M |
| Woodard & Co. Asset Management Group Inc. | 3.27% | Reduce -0.1% | 93,413 | $22.6M |
| Park Avenue Securities LLC | 0.14% | Reduce -2.9% | 93,111 | $22.6M |
| SlateStone Wealth, LLC | 1.72% | Add +0.1% | 92,514 | $22.4M |
| TD Private Client Wealth LLC | 0.41% | Add +1.9% | 92,496 | $22.4M |
| Envestnet Portfolio Solutions, Inc. | 0.11% | Reduce -10.8% | 92,318 | $22.4M |
| Westshore Wealth, LLC | 6.80% | Reduce -2.2% | 90,319 | $21.9M |
| Sei Investments Co. | 0.02% | Add +5.8% | 89,848 | $21.8M |
| GHP Investment Advisors, Inc. | 0.78% | Reduce -0.1% | 87,962 | $21.3M |
| Summit Financial, LLC | 0.23% | Add +3.4% | 87,331 | $21.2M |
| Ashton Thomas Private Wealth, LLC | 0.44% | Reduce -4.8% | 86,242 | $20.9M |
| Independent Family Office, LLC | 8.39% | Add +1.8% | 86,163 | $20.9M |
| Voya Investment Management LLC | 0.02% | Reduce -12.3% | 85,612 | $20.8M |
| Wealthspire Advisors, LLC | 0.11% | Add +9.5% | 85,448 | $20.7M |
| Integrated Investment Consultants, LLC | 4.02% | Reduce -6.4% | 84,176 | $20.4M |
| Noble Family Wealth, LLC | 3.57% | Reduce -0.7% | 82,217 | $19.9M |
| Zacks Investment Management | 0.14% | Reduce -7.0% | 81,486 | $19.8M |
| Keel Point, LLC | 1.16% | Reduce -1.5% | 80,834 | $19.6M |
| Napier Financial, LLC | 4.05% | Add +1.3% | 80,154 | $19.4M |
| Nestegg Advisors, Inc. | 13.72% | Add +0.9% | 80,035 | $19.4M |
| Summit Wealth Group LLC / Co. | 1.60% | Add +4.3% | 79,919 | $19.4M |
| RTD Financial Advisors, Inc. | 2.10% | Reduce -1.5% | 79,264 | $19.2M |
| PW Nova Financial Services LLC | 4.09% | Add +5.8% | 78,713 | $19.1M |
| &partners | 0.08% | Reduce -18.1% | 78,265 | $19.0M |
| VestGen Advisors, LLC | 0.55% | Reduce -0.1% | 77,208 | $18.7M |
| Tudor Investment Corporation | 0.08% | Add +2602.2% | 76,311 | $18.5M |
| Ascent Group, LLC | 0.55% | Add +2.7% | 75,795 | $18.4M |
| NorthCoast Asset Management LLC | 0.40% | Reduce -10.4% | 75,245 | $18.2M |
| Newport Capital Group, LLC | 10.14% | Add +4.8% | 74,500 | $18.1M |
| Ballast, Inc. | 3.39% | Reduce -0.1% | 74,114 | $18.0M |
| Callan Family Office, LLC | 0.35% | Add +6.2% | 73,717 | $17.9M |
| Willis Johnson & Associates, Inc. | 0.98% | Reduce -1.8% | 72,762 | $17.6M |
| Bitterroot Capital Advisors LLC | 10.58% | No change | 72,440 | $17.6M |
| Private Advisory Group LLC | 0.97% | Add +16.5% | 71,874 | $17.4M |
| Montag A & Associates Inc. | 0.73% | Reduce -7.5% | 71,478 | $17.3M |
| Bessemer Group Inc. | 0.02% | Reduce -0.3% | 71,209 | $17.3M |
| Apella Capital, LLC | 0.24% | Reduce -4.3% | 69,260 | $17.2M |
| Meramec Financial Planners, LLC | 6.25% | Add +13.3% | 68,485 | $17.1M |
| West Bancorporation Inc. | 7.31% | Reduce -3.5% | 70,539 | $17.1M |
| Integrated Wealth Concepts LLC | 0.11% | Add +19.4% | 69,220 | $16.8M |
| Citadel Advisors | 0.01% | New | 67,594 | $16.4M |
| Sonata Capital Group Inc. | 5.29% | Add +1.4% | 67,587 | $16.4M |
| Berman McAleer LLC | 1.89% | Reduce -1.2% | 67,488 | $16.4M |
| GFS Advisors, LLC | 1.73% | Reduce -83.5% | 9,348 | $16.2M |
| Farther Finance Advisors, LLC | 0.12% | Add +1.2% | 64,218 | $15.6M |
| First Citizens Bank & Trust Co. | 0.23% | Reduce -12.3% | 63,291 | $15.3M |
| Genesis Private Wealth, LLC | 4.30% | Add +2.5% | 63,143 | $15.3M |
| O'shaughnessy Asset Management, LLC | 0.07% | Reduce -32.0% | 63,113 | $15.3M |
| Breakwater Capital Group | 1.79% | Add +0.4% | 61,515 | $14.9M |
| Aptus Capital Advisors, LLC | 0.11% | Add +4.3% | 61,322 | $14.9M |
| Arete Wealth Advisors, LLC | 0.98% | Add +29.1% | 61,285 | $14.9M |
| Insight 2811, Inc. | 5.99% | Add +2.1% | 61,000 | $14.8M |
| Oppenheimer & Co. Inc. | 0.16% | Add +2.2% | 60,935 | $14.8M |
| Neuberger Berman Group LLC | 0.01% | Reduce -46.3% | 60,827 | $14.7M |
| Avidian Wealth Enterprises, LLC | 0.40% | Add +7.0% | 59,721 | $14.5M |
| FDx Advisors, Inc. | 4.31% | Reduce -4.1% | 59,013 | $14.3M |
| Glenmede Trust Co. NA | 0.06% | Reduce -25.7% | 58,890 | $14.3M |
| Summit Wealth & Retirement Planning, Inc. | 3.01% | Reduce -0.9% | 58,572 | $14.2M |
| Naples Global Advisors, LLC | 0.87% | Add +1.8% | 58,376 | $14.2M |
| Cambiar Investors LLC | 0.61% | Reduce -58.8% | 57,833 | $14.0M |
| Ieq Capital, LLC | 0.06% | Reduce -64.2% | 57,583 | $14.0M |
| Orion Porfolio Solutions, LLC | 0.11% | Reduce -17.4% | 57,185 | $13.9M |
| First National Bank of Omaha | 0.39% | Reduce -0.8% | 57,068 | $13.9M |
| Investment Partners, LTD. | 4.31% | Add +0.3% | 56,939 | $13.8M |
| Certuity, LLC | 0.67% | Add +0.1% | 56,216 | $13.6M |
| Aristotle Capital Management, LLC | 0.03% | Add +27.7% | 55,774 | $13.5M |
| Sagespring Wealth Partners, LLC | 0.21% | Reduce -0.4% | 55,768 | $13.5M |
| Chicago Partners Investment Group LLC | 0.27% | Add +1.9% | 54,741 | $13.5M |
| Haverford Trust Co | 0.12% | Reduce -0.8% | 55,569 | $13.5M |
| Prism Advisors, Inc. | 3.26% | Reduce -0.4% | 55,366 | $13.4M |
| Bokf, NA | 0.18% | Reduce -1.2% | 55,362 | $13.4M |
| Krane Financial Solutions LLC | 8.24% | Reduce -3.8% | 55,203 | $13.4M |
| NewEdge Wealth, LLC | 0.13% | Add +76.1% | 53,283 | $12.9M |
| JFS Wealth Advisors, LLC | 0.64% | Reduce -1.4% | 53,224 | $12.9M |
| Nwam LLC | 0.63% | Add +8.1% | 51,908 | $12.6M |
| Paladin Partners, LLC | 8.19% | Reduce -2.0% | 51,090 | $12.4M |
| Kelsey Financial, LLC | 9.31% | Add +1.2% | 50,631 | $12.3M |
| D. E. Shaw & Co. | 0.01% | New | 50,576 | $12.3M |
| Snowden Capital Advisors LLC | 0.29% | Add +5.4% | 50,573 | $12.3M |
| Foster & Motley Inc. | 0.56% | Add +5.9% | 50,563 | $12.3M |
| XML Financial, LLC | 0.89% | Add +1.9% | 50,237 | $12.2M |
| Newton One Investments LLC | 3.06% | Reduce -1.2% | 50,120 | $12.2M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -23.5% | 49,697 | $12.0M |
| Valeo Financial Advisors, LLC | 0.25% | Add +3.7% | 48,793 | $11.8M |
| Diversified Trust Co. | 0.19% | Add +0.5% | 48,614 | $11.8M |
| Tradition Wealth Management, LLC | 0.71% | Add +0.0% | 47,811 | $11.6M |
| Webster Bank, N. A. | 1.00% | Add +2.1% | 47,432 | $11.5M |
| SCS Capital Management LLC | 0.11% | Add +9.2% | 47,373 | $11.5M |
| FMA Wealth Management, LLC | 7.35% | Reduce -4.8% | 47,348 | $11.5M |
| Argent Trust Co | 0.33% | Add +4.5% | 47,224 | $11.4M |
| Montecito Bank & Trust | 1.69% | Reduce -3.4% | 46,627 | $11.3M |
| Mather Group, Llc. | 0.10% | Reduce -1.1% | 45,664 | $11.1M |
| Pinebridge Investments LLC | 0.09% | Add +70.7% | 45,508 | $11.0M |
| NorthRock Partners, LLC | 0.16% | Reduce -2.9% | 45,467 | $11.0M |
| Hancock Whitney Corp. | 0.18% | Reduce -0.0% | 45,243 | $11.0M |
| OFS Enterprise LLC | 2.80% | Add +0.6% | 45,212 | $11.0M |
| Morton Capital Management LLC | 1.49% | Reduce -4.8% | 45,061 | $10.9M |
| Visionary Wealth Advisors | 0.43% | Reduce -1.4% | 44,825 | $10.9M |
| Allworth Financial LP | 0.05% | Reduce -85.9% | 44,387 | $10.8M |
| Smith & Howard Wealth Management, LLC | 2.21% | Reduce -2.2% | 44,240 | $10.7M |
| Wealthcare Advisory Partners LLC | 0.20% | Reduce -2.7% | 43,948 | $10.7M |
| HBK Sorce Advisory LLC | 0.21% | Add +0.4% | 41,441 | $10.6M |
| Johnson Investment Counsel Inc. | 0.08% | Reduce -0.8% | 42,924 | $10.4M |
| Blue Trust, Inc. | 0.11% | Reduce -12.6% | 42,702 | $10.4M |
| Kayne Anderson Rudnick Investment Management LLC | 0.03% | Reduce -85.3% | 41,888 | $10.2M |
| Fidelis Capital Partners, LLC | 0.58% | Reduce -0.2% | 41,597 | $10.1M |
| Wellspring Financial Advisors, LLC | 0.66% | Reduce -0.7% | 41,227 | $10.0M |
| Atria Investments, Inc | 0.10% | Add +35.9% | 41,028 | $9.9M |
| Johnson Financial Group, Inc. | 0.33% | Reduce -30.1% | 41,024 | $9.9M |
| Arcadia Wealth Management, LLC | 3.11% | Add +3.5% | 40,910 | $9.9M |
| Oxford Financial Group, LTD. LLC | 0.50% | Reduce -0.5% | 40,538 | $9.8M |
| TCW Group Inc. | 0.07% | Reduce -45.9% | 40,328 | $9.8M |
| Parallel Advisors, LLC | 0.15% | Reduce -0.2% | 39,583 | $9.6M |
| Ritholtz Wealth Management | 0.14% | Reduce -7.3% | 39,311 | $9.5M |
| Two Sigma Investments, LP | 0.01% | Reduce -88.2% | 39,173 | $9.5M |
| Advisory Services Network, LLC | 0.11% | Add +2.4% | 39,025 | $9.5M |
| Quent Capital, LLC | 0.58% | Reduce -0.7% | 38,938 | $9.4M |
| Sowell Financial Services LLC | 0.31% | Add +19.4% | 38,915 | $9.4M |
| Sunburst Financial Group, LLC | 1.57% | No change | 38,698 | $9.4M |
| Ironwood Investment Counsel, LLC | 1.23% | Add +8.7% | 38,693 | $9.4M |
| Canandaigua National Bank & Trust Co. | 0.79% | — | 38,523 | $9.3M |
| Stegner Investment Associates Inc. | 4.43% | Add +0.0% | 38,393 | $9.3M |
| Ameritas Advisory Services, LLC | 0.19% | Add +350.2% | 38,352 | $9.3M |
| Segment Wealth Management, LLC | 0.48% | Reduce -1.2% | 38,049 | $9.2M |
| Ausdal Financial Partners, Inc. | 0.36% | Reduce -6.4% | 37,942 | $9.2M |
| Stratos Wealth Advisors, LLC | 0.50% | Reduce -15.1% | 37,836 | $9.2M |
| Citizens Financial Group Inc. | 0.11% | Add +6.8% | 37,706 | $9.1M |
| Waterloo Capital, L.P. | 0.51% | Reduce -17.0% | 37,287 | $9.0M |
| Independence Asset Advisors, LLC | 2.35% | No change | 37,250 | $9.0M |
| Alexis Investment Partners, LLC | 5.27% | New | 37,106 | $9.0M |
| Arbor Investment Advisors, LLC | 1.02% | Add +0.0% | 37,111 | $9.0M |
| Global Retirement Partners, LLC | 0.14% | — | 36,980 | $9.0M |
| CFM Wealth Partners LLC | 1.14% | Add +3.7% | 36,980 | $9.0M |
| Sierra Capital LLC | 0.87% | Add +0.0% | 36,928 | $9.0M |
| Aspiriant, LLC | 0.22% | Add +0.5% | 36,690 | $8.9M |
| Veratis Advisors, Inc. | 6.27% | — | 36,570 | $8.9M |
| Goelzer Investment Management, Inc. | 0.39% | Reduce -27.5% | 36,530 | $8.9M |
| Pinnacle Wealth Planning Services, Inc. | 0.84% | Add +8.2% | 36,294 | $8.8M |
| Prosperity Consulting Group, LLC | 0.33% | Add +32.0% | 36,273 | $8.8M |
| Savvy Advisors, Inc. | 0.19% | Add +2.7% | 36,204 | $8.8M |
| Perigon Wealth Management, LLC | 0.14% | Add +72.1% | 36,028 | $8.7M |
| Dimension Capital Management LLC | 1.02% | No change | 35,903 | $8.7M |
| Brighton Jones LLC | 0.16% | Add +0.5% | 35,684 | $8.7M |
| J.W. Cole Advisors, Inc. | 0.15% | New | 35,659 | $8.6M |
| Signaturefd, LLC | 0.11% | Add +0.6% | 35,392 | $8.6M |
| Raub Brock Capital Management LP | 2.36% | Reduce -1.9% | 35,357 | $8.6M |
| Astoria Strategic Wealth, Inc. | 1.95% | Reduce -1.3% | 35,283 | $8.6M |
| Kingsview Wealth Management, LLC | 0.10% | Add +65.8% | 35,076 | $8.5M |
| DT Investment Partners, LLC | 0.63% | No change | 35,063 | $8.5M |
| Hirtle & Co., LLC | 0.30% | Reduce -53.2% | 35,009 | $8.5M |
| Aprio Wealth Management, LLC | 0.42% | Add +25.6% | 34,832 | $8.4M |
| Widmann Financial Services, Inc. | 4.52% | Add +1.4% | 34,728 | $8.4M |
| Sepio Capital, LP | 0.42% | Add +0.9% | 34,717 | $8.4M |
| Northern Lights Advisors, Inc. | 4.58% | Reduce -5.1% | 34,695 | $8.4M |
| Rebalance, LLC | 0.44% | Reduce -0.1% | 34,593 | $8.4M |
| Pointe Capital Management LLC | 3.75% | Add +6.9% | 34,534 | $8.4M |
| Associated Banc-Corp | 0.20% | Reduce -2.2% | 34,394 | $8.3M |
| American State Bank (Iowa) | 3.37% | Add +6.7% | 34,311 | $8.3M |
| Mullaney, Keating & Wright, Inc. | 4.02% | Reduce -7.0% | 34,296 | $8.3M |
| OneDigital Investment Advisors LLC | 0.07% | Reduce -5.0% | 33,912 | $8.2M |
| Confluence Wealth Services, Inc. | 0.23% | Reduce -2.9% | 33,891 | $8.2M |
| BIP Wealth, LLC | 0.23% | Add +1205.5% | 33,499 | $8.1M |
| Finley Financial, LLC | 3.25% | Reduce -5.5% | 33,346 | $8.1M |
| Cibc World Market Inc. | 0.01% | Add +1753.9% | 33,296 | $8.1M |
| TPG Financial Advisors, LLC | 2.38% | Add +2.1% | 32,922 | $8.0M |
| Eastern Bank | 0.12% | Add +2.0% | 32,906 | $8.0M |
| Gladstone Institutional Advisory LLC | 0.25% | Add +7.2% | 32,449 | $7.9M |
| DAVENPORT & Co LLC | 0.04% | Add +254.1% | 32,111 | $7.8M |
| Toronto Dominion Bank | 0.01% | New | 31,915 | $7.7M |
| MetLife Investment Management, LLC | 0.03% | Reduce -62.2% | 31,700 | $7.7M |
| Maloon Powers Pitre Higgins & Dennehy, LLC | 2.64% | — | 31,668 | $7.7M |
| Fifth Third Wealth Advisors LLC | 0.21% | Reduce -2.5% | 31,659 | $7.7M |
| Auour Investments LLC | 2.20% | Reduce -0.4% | 31,595 | $7.7M |
| M.D. Sass, LLC | 0.51% | Reduce -4.3% | 31,554 | $7.6M |
| AlTi Global, Inc. | 0.16% | Reduce -7.3% | 31,463 | $7.6M |
| Millennium Management | 0.01% | Add +159.3% | 31,331 | $7.6M |
| American Institute for Advanced Investment Management, LLP | 4.37% | Reduce -1.0% | 31,216 | $7.6M |
| Ballentine Partners, LLC | 0.09% | Reduce -0.2% | 31,161 | $7.6M |
| Composition Wealth, LLC | 0.09% | Add +6.5% | 31,037 | $7.5M |
| Quadrant Capital Group LLC | 0.21% | Reduce -0.8% | 30,998 | $7.5M |
| Loomis Sayles & Co. L P | 0.01% | Reduce -1.8% | 30,891 | $7.5M |
| Whittier Trust Co. | 0.07% | Reduce -6.1% | 30,065 | $7.4M |
| Baker Avenue Asset Management, LP | 0.14% | Reduce -1.5% | 30,294 | $7.3M |
| Tiaa Trust, National Association | 0.43% | Add +35.7% | 30,146 | $7.3M |
| Allen Investment Management, LLC | 0.09% | Add +48.4% | 30,093 | $7.3M |
| Level Four Advisory Services, LLC | 0.20% | Add +217.0% | 29,871 | $7.2M |
| Crescent Grove Advisors, LLC | 0.61% | Add +7.1% | 29,869 | $7.2M |
| Harbour Capital Advisors, LLC | 1.32% | No change | 29,277 | $7.2M |
| Hardy Reed LLC | 0.46% | No change | 29,678 | $7.2M |
| MidFirst Bank | 0.51% | Reduce -5.7% | 29,677 | $7.2M |
| Nottingham Advisors, Inc. | 0.84% | Reduce -7.3% | 28,513 | $7.0M |
| ARK & TLK Investments, LLC | 1.72% | No change | 28,681 | $7.0M |
| Great Lakes Advisors, LLC | 0.05% | Add +15.0% | 28,654 | $6.9M |
| Disciplined Investments, LLC | 2.24% | Reduce -3.4% | 28,624 | $6.9M |
| Retirement Income Solutions, Inc. | 1.19% | No change | 32,403 | $6.9M |
| Estate Counselors, LLC | 0.59% | Add +0.1% | 28,438 | $6.9M |
| Prime Capital Investment Advisors, LLC | 0.07% | Add +0.3% | 28,206 | $6.8M |
| Brand Asset Management Group, Inc. | 1.51% | Reduce -1.1% | 28,171 | $6.8M |
| Vise Technologies, Inc. | 0.08% | Add +27.9% | 28,070 | $6.8M |
| Vanguard National Trust Co | 0.37% | Add +1.3% | 28,061 | $6.8M |
| Rothschild Investment LLC | 0.25% | Reduce -4.7% | 28,046 | $6.8M |
| Equitable Trust Co. | 0.28% | Add +33.9% | 28,035 | $6.8M |
| Next Capital Management LLC | 1.83% | Reduce -0.3% | 27,975 | $6.8M |
| Whittier Trust Co. of Nevada Inc. | 0.13% | Reduce -1.6% | 27,352 | $6.8M |
| Towerpoint Wealth, LLC | 2.34% | Reduce -3.2% | 27,783 | $6.7M |
| Forte Asset Management LLC | 2.73% | Add +0.5% | 27,597 | $6.7M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.09% | Reduce -47.8% | 27,593 | $6.7M |
| Piedmont Capital Management, LLC | 4.07% | No change | 27,500 | $6.7M |
| Ullmann Wealth Partners Group, LLC | 0.61% | Reduce -1.4% | 27,480 | $6.7M |
| Brightwater Advisory LLC | 4.18% | Reduce -0.9% | 27,281 | $6.6M |
| Vaquero Private Wealth, Ltd. | 1.36% | — | 27,263 | $6.6M |
| IHT Wealth Management, LLC | 0.14% | Reduce -0.4% | 27,244 | $6.6M |
| KLCM Advisors, Inc. | 0.53% | Add +3.0% | 27,218 | $6.6M |
| Sequoia Financial Advisors, LLC | 0.03% | Add +1.5% | 26,936 | $6.5M |
| Valmark Advisers, Inc. | 0.07% | Add +0.5% | 26,772 | $6.5M |
| Eagle Capital Management LLC | 0.02% | Add +242.4% | 26,571 | $6.4M |
| Linscomb Wealth, Inc. | 0.28% | Reduce -7.2% | 26,353 | $6.4M |
| Harbor Investment Advisory, LLC | 0.44% | Add +27.9% | 26,243 | $6.4M |
| Community Bank, N.A. | 0.69% | Add +1.5% | 26,209 | $6.4M |
| Potentia Wealth | 2.59% | Reduce -1.5% | 26,143 | $6.3M |
| SG Americas Securities, LLC | 0.00% | Add +33.2% | 26,141 | $6.3M |
| Brown Brothers Harriman & Co. | 0.03% | Reduce -7.1% | 26,116 | $6.3M |
| Aureus Asset Management, LLC | 0.38% | Reduce -5.3% | 25,814 | $6.3M |
| Hanson & Doremus Investment Management | 0.63% | Add +0.1% | 25,718 | $6.2M |
| Heck Capital Advisors, LLC | 0.37% | Add +5.7% | 25,627 | $6.2M |
| Assetmark, Inc. | 0.01% | Add +6.8% | 25,399 | $6.2M |
| New England Private Wealth Advisors LLC | 0.59% | Add +0.2% | 24,547 | $6.1M |
| Paladin Advisory Group, LLC | 4.00% | Reduce -0.3% | 24,818 | $6.0M |
| Merit Financial Group, LLC | 0.04% | Reduce -0.4% | 24,782 | $6.0M |
| Winthrop Advisory Group LLC | 0.40% | Add +0.8% | 24,452 | $5.9M |
| Principal Financial Group Inc. | 0.00% | Reduce -3.4% | 24,436 | $5.9M |
| Diversified Portfolios, Inc. | 0.43% | Reduce -0.4% | 24,412 | $5.9M |
| Kintra Wealth, LLC | 0.31% | Add +13.9% | 22,795 | $5.9M |
| Monetary Management Group Inc. | 1.21% | Add +3.6% | 24,227 | $5.9M |
| Rehmann Capital Advisory Group | 0.27% | Reduce -2.4% | 24,249 | $5.9M |
| Rhumbline Advisers | 0.00% | Reduce -4.9% | 24,202 | $5.9M |
| Castleark Management LLC | 0.16% | No change | 24,040 | $5.8M |
| JMG Financial Group, Ltd. | 0.14% | Reduce -1.8% | 23,936 | $5.8M |
| Old National Bancorp | 0.12% | Reduce -12.6% | 23,933 | $5.8M |
| Hillcrest Wealth Advisors - NY, LLC | 2.06% | Reduce -1.6% | 23,738 | $5.8M |
| Alta Wealth Advisors LLC | 1.55% | Reduce -3.4% | 23,549 | $5.7M |
| Cornerstone Advisory, LLC | 0.47% | Add +0.1% | 23,407 | $5.7M |
| Elevation Point Wealth Partners, LLC | 0.10% | Reduce -22.6% | 23,220 | $5.6M |
| Dorsey & Whitney Trust CO LLC | 0.27% | Add +0.0% | 22,996 | $5.6M |
| Stock Yards Bank & Trust Co. | 0.16% | Reduce -0.6% | 22,921 | $5.6M |
| Columbus Macro, LLC | 0.54% | Add +4.0% | 22,896 | $5.6M |
| Broadview Financial Management, LLC | 3.37% | Reduce -1.8% | 22,758 | $5.5M |
| Tanglewood Legacy Advisors, LLC | 1.78% | Add +0.1% | 22,694 | $5.5M |
| Riverview Capital Advisers, LLC | 1.56% | Add +0.3% | 22,453 | $5.4M |
| Provenance Wealth Advisors, LLC | 0.52% | Reduce -1.5% | 22,368 | $5.4M |
| Asset Management Group, Inc. | 0.79% | Reduce -0.1% | 22,264 | $5.4M |
| Atlantic Union Bankshares Corp | 0.09% | Add +0.1% | 22,144 | $5.4M |
| Highland Capital Management, LLC | 0.25% | Reduce -0.0% | 22,021 | $5.3M |
| Vestmark Advisory Solutions, Inc. | 0.05% | Reduce -28.6% | 21,882 | $5.3M |
| Ferguson Wellman Capital Management, Inc. | 0.06% | Add +1.0% | 21,592 | $5.2M |
| Smith, Moore & Co. | 0.34% | Add +0.2% | 21,582 | $5.2M |
| Mutual Advisors, LLC | 0.10% | Reduce -2.1% | 21,377 | $5.2M |
| Tolleson Wealth Management, Inc. | 0.68% | Reduce -8.1% | 20,958 | $5.1M |
| Spire Wealth Management | 0.15% | Reduce -6.5% | 20,694 | $5.0M |
| D.A. Davidson & Co. | 0.03% | Add +3.9% | 20,665 | $5.0M |
| HMS Capital Management, LLC | 1.87% | Add +3.0% | 20,600 | $5.0M |
| Caprock Group, LLC | 0.10% | New | 20,547 | $5.0M |
| Focus Partners Advisor Solutions, LLC | 0.04% | Add +14.5% | 20,486 | $5.0M |
| Permanens Capital L.P. | 0.51% | Add +1161.6% | 20,400 | $4.9M |
| UMB Bank, n.a. | 0.06% | Reduce -10.7% | 19,806 | $4.8M |
| Legal & General Group Plc | 0.00% | Add +87.1% | 19,753 | $4.8M |
| Chilton Investment Co. Inc. | 0.11% | No change | 19,736 | $4.8M |
| One Capital Management, LLC | 0.13% | No change | 22,192 | $4.7M |
| 1900 Wealth Management LLC | 0.26% | Reduce -0.6% | 19,516 | $4.7M |
| FC Advisory LLC | 1.25% | Reduce -4.9% | 19,456 | $4.7M |
| Carret Asset Management, LLC | 0.41% | Add +3.5% | 19,281 | $4.7M |
| Simplicity Wealth,LLC | 0.16% | Add +20.1% | 19,255 | $4.7M |
| Serenus Wealth Advisors, LLC | 0.81% | No change | 19,223 | $4.7M |
| Lanark Financial, Inc. | 0.32% | Add +0.3% | 19,175 | $4.6M |
| Anchor Capital Advisors LLC | 0.13% | Add +22.7% | 19,154 | $4.6M |
| Smartleaf Asset Management LLC | 0.15% | No change | 19,067 | $4.6M |
| Stillwater Capital Advisors, LLC | 0.47% | Reduce -1.2% | 19,085 | $4.6M |
| GAMMA Investing LLC | 0.17% | Add +8.9% | 19,024 | $4.6M |
| Dixon Fnancial Services, Inc. | 1.86% | No change | 18,930 | $4.6M |
| NBH Bank | 1.92% | — | 18,845 | $4.6M |
| Acropolis Investment Management, LLC | 0.18% | Reduce -0.6% | 18,811 | $4.6M |
| Procyon Advisors, LLC | 0.20% | Add +1.2% | 18,807 | $4.6M |
| Summa Corp. | 1.43% | Add +40.3% | 18,766 | $4.5M |
| Tandem Financial, LLC | 1.46% | Reduce -3.3% | 18,731 | $4.5M |
| Sage Financial Group Inc. | 0.25% | Reduce -0.1% | 18,535 | $4.5M |
| Busey Bank | 0.11% | Add +1.0% | 18,403 | $4.5M |
| Foundation Wealth Management, LLC\PA | 1.35% | Reduce -1.1% | 18,389 | $4.5M |
| Nicolet Bankshares Inc. | 0.14% | Reduce -2.9% | 18,273 | $4.5M |
| Holistic Financial Partners | 2.71% | Reduce -5.4% | 18,284 | $4.4M |
| Argyle Capital Partners, LLC | 2.79% | Add +0.4% | 18,266 | $4.4M |
| Thompson Siegel & Walmsley LLC | 0.08% | Add +6.1% | 18,088 | $4.4M |
| W Advisors, LLC | 1.99% | Reduce -2.7% | 18,049 | $4.4M |
| Wealthspan Partners, LLC | 1.38% | Reduce -2.8% | 18,048 | $4.4M |
| Axxcess Wealth Management, LLC | 0.07% | New | 17,972 | $4.4M |
| Aureum Wealth Management, LLC | 2.70% | Add +12.0% | 17,932 | $4.3M |
| McKinley Carter Wealth Services, Inc. | 0.22% | Reduce -0.3% | 17,897 | $4.3M |
| Joel Isaacson & Co., LLC | 0.13% | Add +6.2% | 17,870 | $4.3M |
| Apollon Wealth Management, LLC | 0.05% | Add +14.4% | 17,812 | $4.3M |
| Goodman Financial Corp | 0.67% | No change | 17,805 | $4.3M |
| Aaron Wealth Advisors LLC | 0.22% | No change | 17,773 | $4.3M |
| Essex Financial Services, Inc. | 0.21% | Add +0.0% | 17,721 | $4.3M |
| Beam Wealth Advisors, Inc. | 0.94% | Reduce -11.7% | 17,671 | $4.3M |
| Icon Wealth Advisors, LLC | 0.25% | Add +0.1% | 17,347 | $4.2M |
| Fiduciary Financial Group, LLC | 0.46% | Reduce -2.6% | 16,893 | $4.1M |
| Affinity Capital Advisors, LLC | 0.50% | Reduce -0.6% | 16,249 | $4.0M |
| Intrua Financial, LLC | 0.38% | Add +57.9% | 16,367 | $4.0M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.06% | Reduce -2.6% | 16,346 | $4.0M |
| Tobias Financial Advisors, Inc. | 0.50% | Reduce -0.8% | 16,320 | $4.0M |
| Empowered Funds, LLC | 0.02% | Add +3.7% | 16,243 | $3.9M |
| Twin Focus Capital Partners, LLC | 0.40% | Add +1.6% | 16,206 | $3.9M |
| Caliber Wealth Management, LLC / KS | 0.38% | Reduce -2.0% | 16,169 | $3.9M |
| Ancora Advisors LLC | 0.08% | Reduce -1.0% | 16,141 | $3.9M |
| Golden State Wealth Management, LLC | 0.36% | Reduce -6.7% | 16,099 | $3.9M |
| Cambria Investment Management, L.P. | 0.19% | Add +4.4% | 16,076 | $3.9M |
| Grove Bank & Trust | 0.38% | Add +0.1% | 15,989 | $3.9M |
| TRUE Private Wealth Advisors | 0.33% | Reduce -4.0% | 15,968 | $3.9M |
| AE Wealth Management LLC | 0.02% | Add +7.0% | 15,936 | $3.9M |
| Cary Street Partners Financial LLC | 0.08% | Reduce -1.7% | 15,931 | $3.9M |
| Midwest Professional Planners, LTD. | 0.76% | New | 15,915 | $3.9M |
| Western Wealth Management, LLC | 0.13% | Reduce -8.3% | 15,809 | $3.8M |
| Game Plan Financial Advisors, LLC | 1.53% | Reduce -0.5% | 15,705 | $3.8M |
| Glenview Trust Co | 0.05% | Reduce -25.4% | 15,700 | $3.8M |
| Azimuth Capital Investment Management LLC | 0.13% | Reduce -0.4% | 15,567 | $3.8M |
| Precedent Wealth Partners, LLC | 0.62% | Add +17.0% | 15,417 | $3.7M |
| Atwater Malick LLC | 0.81% | New | 15,413 | $3.7M |
| Topel & Distasi Wealth Management, LLC | 1.78% | Reduce -2.5% | 15,260 | $3.7M |
| Zions Bancorporation, National Association | 0.22% | Reduce -1.0% | 15,201 | $3.7M |
| Sapient Capital LLC | 0.05% | Add +9.2% | 15,197 | $3.7M |
| Gilliland Jeter Wealth Management LLC | 0.96% | Add +5.2% | 15,195 | $3.7M |
| Premier Path Wealth Partners, LLC | 0.42% | Reduce -3.3% | 15,105 | $3.7M |
| Colorado Capital Management, Inc. | 1.25% | Reduce -1.2% | 15,060 | $3.7M |
| Magnus Financial Group LLC | 0.26% | Reduce -1.7% | 15,014 | $3.6M |
| Resurgent Financial Advisors LLC | 1.01% | Reduce -6.8% | 14,929 | $3.6M |
| Pathway Financial Advisors LLC | 0.42% | No change | 14,660 | $3.6M |
| Accredited Investors Inc. | 0.16% | Reduce -3.9% | 14,861 | $3.6M |
| NTV Asset Management LLC | 0.35% | Reduce -0.4% | 14,825 | $3.6M |
| Evanson Financial, LLC | 0.18% | — | 14,777 | $3.6M |
| Peapack Gladstone Financial Corp. | 0.04% | Add +8.5% | 14,721 | $3.6M |
| Avior Wealth Management, LLC | 0.09% | Reduce -10.2% | 14,685 | $3.6M |
| Boston Trust Walden Corp | 0.03% | No change | 14,638 | $3.5M |
| Mainstream Capital Management LLC | 2.13% | Reduce -1.7% | 14,598 | $3.5M |
| WCG Wealth Advisors LLC | 0.08% | Reduce -1.7% | 14,582 | $3.5M |
| Quadcap Wealth Management, LLC | 0.34% | Reduce -1.2% | 14,505 | $3.5M |
| Clientfirst Wealth Management, LLC | 2.88% | No change | 14,479 | $3.5M |
| EPG Wealth Management LLC | 0.84% | Add +0.1% | 14,439 | $3.5M |
| Ironsides Asset Advisors, LLC | 0.82% | No change | 14,365 | $3.5M |
| Autumn Glory Partners, LLC | 0.98% | No change | 14,259 | $3.5M |
| BG Investment Services, LLC | 2.47% | Reduce -3.0% | 14,160 | $3.4M |
| RFG Advisory, LLC | 0.05% | Reduce -0.7% | 14,105 | $3.4M |
| SOA Wealth Advisors, LLC. | 0.57% | Reduce -1.6% | 13,925 | $3.4M |
| Castle Wealth Management LLC | 1.00% | Reduce -1.6% | 13,909 | $3.4M |
| Sig Brokerage, LP | 0.54% | No change | 13,889 | $3.4M |
| Allspring Global Investments Holdings, LLC | 0.01% | Reduce -57.6% | 13,773 | $3.4M |
| Q3 Asset Management | 0.61% | Add +12.6% | 13,798 | $3.3M |
| Focus Financial Network, Inc. | 0.10% | Add +4.2% | 13,785 | $3.3M |
| Saxon Interests, Inc. | 0.92% | Add +7.5% | 13,784 | $3.3M |
| Flagstar Securities, Inc. | 1.00% | Reduce -8.7% | 13,670 | $3.3M |
| Evermay Wealth Management LLC | 0.34% | Reduce -5.3% | 13,605 | $3.3M |
| Ascent Wealth Partners, LLC | 0.33% | Add +0.3% | 13,565 | $3.3M |
| Anchyra Partners LLC | 0.78% | Add +7.0% | 13,456 | $3.3M |
| Eagle Strategies LLC | 0.32% | Reduce -2.0% | 13,439 | $3.3M |
| Integrity Alliance, Llc. | 0.10% | Add +337.7% | 13,434 | $3.3M |
| Courier Capital LLC | 0.16% | Reduce -0.9% | 13,407 | $3.3M |
| Mosaic Family Wealth Partners, LLC | 0.22% | Reduce -0.9% | 13,257 | $3.2M |
| Tocqueville Asset Management L.P. | 0.04% | No change | 13,133 | $3.2M |
| Central Valley Advisors, LLC | 0.82% | Reduce -1.5% | 13,125 | $3.2M |
| Flywheel Private Wealth LLC | 1.57% | Reduce -1.5% | 13,119 | $3.2M |
| Flputnam Investment Management Co. | 0.04% | Reduce -0.8% | 13,260 | $3.2M |
| Centennial Bank | 1.02% | Reduce -16.1% | 13,068 | $3.2M |
| Donald Smith & Co., Inc. | 0.06% | No change | 13,000 | $3.2M |
| Chemung Canal Trust Co. | 0.58% | Add +0.9% | 12,987 | $3.1M |
| Mutual of America Capital Management LLC | 0.03% | New | 12,967 | $3.1M |
| Cornerstone Wealth Advisors, Inc. | 0.66% | Reduce -2.6% | 12,944 | $3.1M |
| Cahaba Wealth Management, Inc. | 0.19% | Reduce -1.9% | 12,841 | $3.1M |
| Stage Harbor Financial, LLC | 1.80% | No change | 12,840 | $3.1M |
| Pure Financial Advisors, LLC | 0.04% | Reduce -1.4% | 12,811 | $3.1M |
| Berkshire Asset Management LLC | 0.12% | No change | 12,804 | $3.1M |
| Grant Street Asset Management, Inc. | 0.51% | Add +0.2% | 12,792 | $3.1M |
| Mgo One Seven LLC | 0.05% | Add +5.6% | 12,710 | $3.1M |
| Quantum Portfolio Management LLC | 1.10% | Reduce -1.1% | 12,660 | $3.1M |
| Allstreet Capital Advisors LLC | 2.00% | Add +0.2% | 12,654 | $3.1M |
| Invested Advisors | 2.71% | Reduce -3.0% | 12,618 | $3.1M |
| Argos Wealth Advisors, LLC | 0.81% | Reduce -0.7% | 12,591 | $3.1M |
| Osborne Partners Capital Management, LLC | 0.17% | Add +0.0% | 12,583 | $3.1M |
| Capital World Investors | 0.00% | Add +11.7% | 12,556 | $3.0M |
| Schaper Benz & Wise Investment Counsel Inc. | 0.20% | No change | 12,555 | $3.0M |
| Dynamic Financial Group | 2.29% | Add +4.6% | 12,500 | $3.0M |
| Johnson Financial Group, LLC | 0.16% | Add +1.4% | 12,488 | $3.0M |
| IFG Advisory, LLC | 0.11% | Add +2442.5% | 12,382 | $3.0M |
| Cyndeo Wealth Partners, LLC | 0.14% | Add +10.6% | 12,231 | $3.0M |
| Allegheny Financial Group | 0.31% | Reduce -2.7% | 12,137 | $2.9M |
| Montis Financial, LLC | 0.60% | Reduce -1.5% | 12,072 | $2.9M |
| 49 Wealth Management, LLC | 0.55% | New | 11,983 | $2.9M |
| Alongside, LLC | 0.55% | — | 11,983 | $2.9M |
| IFP Advisors, Inc | 0.05% | Reduce -2.0% | 11,913 | $2.9M |
| Atlas Brown,Inc. | 0.77% | Reduce -1.1% | 11,860 | $2.9M |
| STAR Financial Bank | 1.16% | No change | 11,730 | $2.8M |
| Nolet Wealth Management, LLC | 1.57% | No change | 11,725 | $2.8M |
| Xcelsior Advisor Partners LLC | 0.38% | Add +13.5% | 11,724 | $2.8M |
| Rinkey Investments | 0.67% | Reduce -7.8% | 11,658 | $2.8M |
| Dana Investment Advisors, Inc. | 0.07% | Reduce -17.0% | 11,629 | $2.8M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.06% | Reduce -1.2% | 11,613 | $2.8M |
| Wedbush Securities Inc. | 0.07% | Add +4.5% | 11,477 | $2.8M |
| PlanVest Financial, Inc | 1.85% | Add +5.6% | 11,448 | $2.8M |
| Founders Financial Alliance, LLC | 0.37% | Reduce -0.4% | 11,436 | $2.8M |
| Capital International Investors | 0.00% | Add +5.2% | 11,416 | $2.8M |
| Florida Trust Wealth Management Co | 0.07% | Add +5.3% | 11,413 | $2.8M |
| Dynamic Advisor Solutions LLC | 0.08% | Reduce -0.7% | 11,392 | $2.8M |
| Strategic Wealth Advisors LLC | 2.35% | Reduce -11.5% | 13,076 | $2.8M |
| SilverOak Wealth Management LLC | 0.35% | No change | 11,295 | $2.7M |
| Fortress Financial Group, LLC | 1.37% | Reduce -7.8% | 11,278 | $2.7M |
| SouthState Bank Corp | 0.11% | Add +53.2% | 11,207 | $2.7M |
| Advocacy Wealth Management, LLC | 0.10% | No change | 11,180 | $2.7M |
| Brookstone Capital Management | 0.03% | Add +6.6% | 11,023 | $2.7M |
| Baron Financial Group, LLC | 1.27% | Reduce -2.0% | 11,016 | $2.7M |
| Regal Investment Advisors LLC | 0.14% | Add +11.0% | 11,000 | $2.7M |
| GAMCO Investors | 0.02% | No change | 11,000 | $2.7M |
| New Age Alpha Advisors, LLC | 0.11% | Add +7.9% | 10,985 | $2.7M |
| Secure Asset Management, LLC | 0.37% | Reduce -3.3% | 10,971 | $2.7M |
| CJM Wealth Advisers, Ltd. | 0.70% | Add +3.9% | 10,962 | $2.7M |
| World Investment Advisors | 0.04% | Reduce -4.4% | 12,011 | $2.6M |
| CGN Advisors LLC | 0.19% | Reduce -0.3% | 10,858 | $2.6M |
| Indivisible Partners | 0.15% | Add +2.5% | 10,855 | $2.6M |
| Insigneo Advisory Services, LLC | 0.10% | Reduce -2.4% | 10,781 | $2.6M |
| Forum Financial Management, LP | 0.03% | Reduce -3.2% | 10,758 | $2.6M |
| Wealth Dimensions Group, Ltd. | 0.47% | Reduce -0.3% | 10,744 | $2.6M |
| Verdence Capital Advisors LLC | 0.14% | Reduce -27.0% | 10,625 | $2.6M |
| Monograph Wealth Advisors, LLC | 0.21% | No change | 10,618 | $2.6M |
| Horizon Wealth Management, LLC | 0.33% | Add +3.2% | 10,613 | $2.6M |
| Spirepoint Private Client, LLC | 0.21% | No change | 10,595 | $2.6M |
| Atalanta Sosnoff Capital, LLC | 0.05% | Reduce -4.1% | 10,580 | $2.6M |
| Confluence Investment Management LLC | 0.04% | Reduce -42.0% | 10,492 | $2.5M |
| ICONIQ Capital, LLC | 0.07% | No change | 10,489 | $2.5M |
| Index Technologies Group LLC | 2.02% | Reduce -1.2% | 10,418 | $2.5M |
| Manchester Capital Management LLC | 0.32% | Reduce -1.6% | 10,284 | $2.5M |
| FAS Wealth Partners, Inc. | 0.13% | Reduce -3.0% | 10,269 | $2.5M |
| Private Trust Co. NA | 0.20% | Reduce -4.0% | 10,269 | $2.5M |
| Highland Investment Advisors LLC | 1.08% | — | 10,253 | $2.5M |
| Mattern Capital Management, LLC | 0.29% | No change | 10,246 | $2.5M |
| Evercore Wealth Management, LLC | 0.04% | Reduce -1.7% | 10,223 | $2.5M |
| jvl associates llc | 0.70% | No change | 10,211 | $2.5M |
| Intrepid Financial Planning Group LLC | 0.84% | Reduce -0.8% | 10,182 | $2.5M |
| BBR Partners, LLC | 0.12% | Add +706.9% | 10,159 | $2.5M |
| Verus Capital Partners, LLC | 0.13% | Add +406.4% | 10,118 | $2.5M |
| First Foundation Advisors | 0.09% | Add +84.7% | 10,114 | $2.5M |
| Northeast Investment Management | 0.09% | No change | 10,088 | $2.4M |
| Summit Financial Strategies, Inc. | 0.17% | Add +0.8% | 10,059 | $2.4M |
| Advisory Resource Group | 0.37% | Reduce -1.2% | 10,034 | $2.4M |
| Bond & Devick Financial Network, Inc. | 0.60% | Reduce -0.5% | 10,019 | $2.4M |
| Beacon Advisors Holdings, LLC | 1.19% | Reduce -1.9% | 10,009 | $2.4M |
| Clarion Wealth Managment Partners, LLC | 1.95% | Reduce -0.7% | 9,983 | $2.4M |
| WestHill Financial Advisors, Inc. | 0.41% | No change | 9,980 | $2.4M |
| Glass Jacobson Investment Advisors llc | 0.75% | Add +2.1% | 9,947 | $2.4M |
| American Trust | 0.19% | Add +20.0% | 9,916 | $2.4M |
| EverSource Wealth Advisors, LLC | 0.08% | Add +5.6% | 9,915 | $2.4M |
| Avantax Planning Partners, Inc. | 0.06% | Reduce -0.7% | 9,844 | $2.4M |
| Lee Danner & Bass Inc. | 0.14% | No change | 9,799 | $2.4M |
| Element Pointe Advisors, LLC | 0.38% | No change | 9,764 | $2.4M |
| Marshall Wace, LLP | 0.00% | New | 9,753 | $2.4M |
| Trust Point Inc. | 0.20% | No change | 9,750 | $2.4M |
| Qube Research & Technologies Ltd | 0.00% | Add +25.2% | 9,736 | $2.4M |
| Granite Harbor Advisors, Inc. | 0.94% | Reduce -6.1% | 9,687 | $2.3M |
| Kingswood Wealth Advisors, LLC | 0.09% | Reduce -0.1% | 9,665 | $2.3M |
| First Western Trust Bank | 0.11% | Add +20.3% | 9,592 | $2.3M |
| InvesTrust | 0.89% | Reduce -0.1% | 9,584 | $2.3M |
| Foster Dykema Cabot & Partners, LLC | 0.14% | Reduce -0.6% | 9,581 | $2.3M |
| Quotient Wealth Partners, LLC | 0.05% | Reduce -0.7% | 9,558 | $2.3M |
| Geneos Wealth Management Inc. | 0.05% | Add +2.1% | 9,499 | $2.3M |
| Walled Lake Planning & Wealth Management, LLC | 0.58% | Reduce -0.1% | 9,489 | $2.3M |
| Virtue Capital Management, LLC | 0.31% | Add +85.3% | 9,476 | $2.3M |
| Rf&l Wealth Management, LLC | 1.55% | Reduce -0.2% | 9,455 | $2.3M |
| Sax Wealth Advisors, LLC | 0.09% | Add +11.7% | 10,695 | $2.3M |
| NovaPoint Capital, LLC | 0.47% | Reduce -7.7% | 9,417 | $2.3M |
| Steph & Co. | 0.58% | Reduce -1.3% | 9,405 | $2.3M |
| GenWealth Group, Inc. | 0.35% | Add +15.3% | 9,373 | $2.3M |
| Titleist Asset Management, LLC | 0.15% | Add +3.7% | 9,365 | $2.3M |
| Foundations Investment Advisors, LLC | 0.02% | Add +16.4% | 9,357 | $2.3M |
| Benedict Financial Advisors Inc. | 0.44% | No change | 9,259 | $2.2M |
| Vista Capital Partners, Inc. | 0.20% | Reduce -2.5% | 9,239 | $2.2M |
| Flaharty Asset Management, LLC | 3.20% | Reduce -92.7% | 9,052 | $2.2M |
| Verus Financial Partners, Inc. | 0.19% | Add +0.0% | 9,203 | $2.2M |
| BigSur Wealth Management LLC | 0.54% | Reduce -2.3% | 9,180 | $2.2M |
| Summit Trail Advisors, LLC | 0.03% | Reduce -4.8% | 9,163 | $2.2M |
| Calamos Wealth Management LLC | 0.07% | Add +3.9% | 9,125 | $2.2M |
| Deutsche Bank AG | 0.00% | Reduce -0.8% | 9,091 | $2.2M |
| Fisher Asset Management | 0.00% | Reduce -34.5% | 9,033 | $2.2M |
| Tactive Advisors, LLC | 0.54% | Reduce -9.7% | 9,025 | $2.2M |
| Next Level Private LLC | 0.43% | Reduce -0.1% | 8,972 | $2.2M |
| Insight Inv LLC | 1.03% | No change | 8,971 | $2.2M |
| Maryland Capital Advisors Inc. | 0.70% | — | 8,957 | $2.2M |
| Barrett & Company, Inc. | 0.61% | Add +14.9% | 8,952 | $2.2M |
| McGlone Suttner Wealth Management, Inc. | 0.25% | Reduce -4.0% | 8,935 | $2.2M |
| Fiduciary Family Office, LLC | 0.54% | Reduce -14.1% | 8,920 | $2.2M |
| Gryphon Financial Partners LLC | 0.19% | Reduce -23.7% | 8,910 | $2.2M |
| Mayport, LLC | 0.34% | No change | 8,910 | $2.2M |
| Angeles Wealth Management, LLC | 0.10% | Add +27.7% | 8,898 | $2.2M |
| Clearwave Capital, LLC | 1.19% | Reduce -4.6% | 8,881 | $2.2M |
| Financial Management Professionals, Inc. | 0.20% | Add +9139.6% | 8,870 | $2.2M |
| Burling Wealth Partners, LLC | 0.31% | No change | 8,833 | $2.1M |
| Luts & Greenleigh Group, Inc. | 1.61% | Add +0.1% | 8,762 | $2.1M |
| Columbia Bank | 0.48% | Add +14.1% | 8,751 | $2.1M |
| Vigil Wealth Management, LLC | 1.51% | Reduce -0.1% | 8,748 | $2.1M |
| Mycio Wealth Partners, LLC | 0.39% | No change | 8,715 | $2.1M |
| Indiana Trust & Investment Management Co | 0.58% | Add +1.7% | 8,704 | $2.1M |
| Centerpoint Advisory Group | 1.34% | Reduce -0.9% | 8,698 | $2.1M |
| Kanawha Capital Management LLC | 0.14% | Reduce -10.1% | 8,691 | $2.1M |
| Edgestream Partners, L.P. | 0.06% | Add +106.9% | 8,647 | $2.1M |
| Bartlett & Co. Wealth Management LLC | 0.03% | No change | 8,631 | $2.1M |
| Eldridge Investment Advisors, Inc. | 0.41% | Add +5.5% | 8,630 | $2.1M |
| Earned Wealth Advisors, LLC | 0.14% | Reduce -0.5% | 8,623 | $2.1M |
| True North Advisors, LLC | 0.20% | Reduce -6.6% | 8,586 | $2.1M |
| RiverGlades Family Offices LLC | 0.95% | New | 8,565 | $2.1M |
| RKL Wealth Management LLC | 0.16% | No change | 8,471 | $2.1M |
| St. Louis Trust Co | 0.23% | No change | 19,418 | $2.1M |
| David Kennon Inc | 0.67% | Add +0.6% | 8,424 | $2.0M |
| Capital Asset Advisory Services LLC | 0.07% | Add +0.6% | 8,416 | $2.0M |
| Intrust Bank NA | 0.15% | No change | 8,399 | $2.0M |
| Affiance Financial, LLC | 0.29% | Reduce -18.1% | 8,391 | $2.0M |
| United Advisor Group, LLC | 0.21% | Add +8.8% | 8,294 | $2.0M |
| Sage Mountain Advisors LLC | 0.12% | Reduce -0.9% | 8,249 | $2.0M |
| Myecfo, LLC | 0.75% | No change | 8,215 | $2.0M |
| Nations Financial Group Inc, /Ia/ | 0.10% | Reduce -1.7% | 8,214 | $2.0M |
| Perennial Investment Advisors, LLC | 0.13% | Add +3.3% | 8,200 | $2.0M |
| IFC Advisors LLC | 0.25% | Reduce -9.8% | 8,123 | $2.0M |
| HUB Investment Partners, LLC | 0.04% | Add +21.0% | 8,116 | $2.0M |
| Freestone Capital Holdings, LLC | 0.05% | Reduce -0.3% | 8,038 | $1.9M |
| Kestra Investment Management, LLC | 0.04% | Add +74.7% | 8,029 | $1.9M |
| Bruce G. Allen Investments, LLC | 1.24% | Add +10.1% | 8,026 | $1.9M |
| Tower Bridge Advisors | 0.17% | Add +77.8% | 8,000 | $1.9M |
| Revolve Wealth Partners, LLC | 0.20% | New | 7,953 | $1.9M |
| Sound View Wealth Advisors Group, LLC | 0.12% | Reduce -0.9% | 7,919 | $1.9M |
| Great Waters Wealth Management | 0.18% | Add +0.2% | 7,858 | $1.9M |
| PKS Advisory Services, LLC | 0.30% | Add +90.4% | 7,832 | $1.9M |
| Nabity-Jensen Investment Management Inc | 1.16% | No change | 7,818 | $1.9M |
| Bannerman Wealth Management Group, LLC | 1.10% | Reduce -0.5% | 7,804 | $1.9M |
| Zenith Solutions, Inc. | 1.71% | — | 7,772 | $1.9M |
| Balboa Wealth Partners | 0.26% | Add +107.5% | 7,746 | $1.9M |
| Oak Barrel Wealth Advisory LLC | 0.83% | — | 7,738 | $1.9M |
| Fiduciary Trust Co | 0.02% | Reduce -1.3% | 7,721 | $1.9M |
| Phillips Financial Management, LLC | 0.14% | Reduce -12.9% | 7,719 | $1.9M |
| First Manhattan Co. Llc. | 0.00% | Add +9.4% | 7,692 | $1.9M |
| Diversify Advisory Services, LLC | 0.03% | New | 7,454 | $1.9M |
| Diversify Wealth Management, LLC | 0.03% | Reduce -18.3% | 7,454 | $1.9M |
| Paragon Financial Partners, Inc. | 0.99% | Reduce -5.3% | 7,298 | $1.8M |
| Security Financial Services, INC. | 0.25% | Reduce -9.2% | 7,566 | $1.8M |
| Mma Asset Management LLC | 0.58% | No change | 7,528 | $1.8M |
| Key Financial Inc | 0.30% | Reduce -2.0% | 7,512 | $1.8M |
| Laird Norton Wetherby Trust Company, LLC | 0.04% | Reduce -0.9% | 7,509 | $1.8M |
| Beacon Financial Group | 0.16% | Reduce -4.1% | 7,476 | $1.8M |
| Wealth Alliance, LLC | 0.15% | New | 7,455 | $1.8M |
| Cardiff Park Advisors, LLC | 0.14% | Add +0.1% | 7,444 | $1.8M |
| Maxele Advisors, LLC | 1.26% | — | 7,430 | $1.8M |
| XTX Topco Ltd | 0.02% | Add +42.3% | 7,398 | $1.8M |
| Clifford Group, LLC | 1.23% | Reduce -7.3% | 7,358 | $1.8M |
| Jordan Park Group LLC | 0.09% | Reduce -5.7% | 7,355 | $1.8M |
| Breachway Investments LLC | 2.68% | Reduce -13.4% | 7,336 | $1.8M |
| Ethos Financial Group, LLC | 0.12% | Add +10.2% | 7,276 | $1.8M |
| Harbour Investments, Inc. | 0.02% | Reduce -4.8% | 7,294 | $1.8M |
| Legacy Advisors, LLC | 0.16% | No change | 7,257 | $1.8M |
| Cambridge Capital Management, LLC | 0.67% | Reduce -0.8% | 7,236 | $1.8M |
| Prosperity Planning, Inc. | 0.56% | Reduce -5.6% | 7,233 | $1.8M |
| Vulcan Value Partners, LLC | 0.05% | New | 7,011 | $1.7M |
| Banque Cantonale Vaudoise | 0.07% | Reduce -7.8% | 7,179 | $1.7M |
| Pinnacle Associates Ltd. | 0.02% | Reduce -2.5% | 7,168 | $1.7M |
| Financial Discovery Group Inc. | 3.70% | Reduce -4.0% | 7,154 | $1.7M |
| Advisor OS, LLC | 0.12% | Reduce -17.5% | 7,149 | $1.7M |
| Greenleaf Trust | 0.02% | Reduce -0.8% | 7,127 | $1.7M |
| Enclave Advisors LLC | 0.22% | No change | 7,096 | $1.7M |
| Opus Capital Group, LLC | 0.17% | No change | 7,092 | $1.7M |
| DV Trading LLC | 0.14% | Reduce -44.1% | 7,029 | $1.7M |
| Wick Capital Partners, LLC | 0.26% | No change | 6,996 | $1.7M |
| Almanack Investment Partners, LLC. | 0.22% | Add +0.9% | 6,983 | $1.7M |
| Global Wealth Management, LLC | 0.86% | No change | 6,964 | $1.7M |
| Greenspring Advisors, LLC | 0.09% | Reduce -1.0% | 6,929 | $1.7M |
| Manhattan West Asset Management, LLC | 0.28% | Add +100.2% | 6,917 | $1.7M |
| Southern Michigan Bank & Trust | 0.59% | Add +10.8% | 6,901 | $1.7M |
| Global Strategic Investment Solutions, LLC | 0.15% | Add +0.3% | 6,840 | $1.7M |
| Keystone Wealth Services, LLC | 0.31% | Reduce -7.1% | 6,836 | $1.7M |
| BHK Investment Advisors, LLC | 0.49% | Add +0.0% | 6,806 | $1.6M |
| Capital Investment Advisors, LLC | 0.02% | Add +0.9% | 6,783 | $1.6M |
| First Hawaiian Bank | 0.21% | No change | 6,771 | $1.6M |
| Garde Capital, Inc. | 0.07% | No change | 6,771 | $1.6M |
| Texas Bank & Trust Co | 0.54% | Add +9.7% | 6,768 | $1.6M |
| First National Bank & Trust Co. of Newtown | 0.33% | Add +119.2% | 6,514 | $1.6M |
| American Financial Advisors, LLC | 0.20% | Reduce -0.4% | 6,752 | $1.6M |
| West Michigan Advisors, LLC | 0.31% | Reduce -2.3% | 6,728 | $1.6M |
| Bensler, LLC | 0.14% | Add +1.0% | 6,712 | $1.6M |
| Northstar Group, Inc. | 0.22% | Add +1.0% | 6,697 | $1.6M |
| National Philanthropic Trust | 0.02% | Reduce -13.3% | 6,690 | $1.6M |
| Asset Dedication, LLC | 0.10% | Add +0.8% | 6,689 | $1.6M |
| Guardian Wealth Advisors, LLC / NC | 0.09% | Add +0.1% | 6,671 | $1.6M |
| Anchor Investment Management, LLC | 0.12% | Reduce -15.9% | 6,654 | $1.6M |
| Tannin Capital LLC | 1.06% | Reduce -2.6% | 6,629 | $1.6M |
| Cooke Wealth Management, LLC | 1.32% | Reduce -10.6% | 6,628 | $1.6M |
| Market Street Wealth Management Advisors LLC | 0.23% | Reduce -1.0% | 6,616 | $1.6M |
| Gainline Financial Partners, LLC | 1.49% | — | 6,585 | $1.6M |
| Becker Capital Management Inc. | 0.04% | Add +0.1% | 6,578 | $1.6M |
| Bluespring Wealth Management, LLC | 0.03% | Add +349.9% | 6,550 | $1.6M |
| TCI Wealth Advisors, Inc. | 0.07% | Add +21.0% | 6,537 | $1.6M |
| Forvis Mazars Wealth Advisors, LLC | 0.03% | Reduce -0.3% | 6,527 | $1.6M |
| Cascade Wealth Advisors, Inc | 0.63% | No change | 6,117 | $1.6M |
| Canvas Wealth Advisors, LLC | 0.22% | No change | 6,480 | $1.6M |
| Frederick Financial Consultants, LLC | 0.66% | No change | 6,460 | $1.6M |
| Providence First Trust Co | 0.44% | Reduce -9.7% | 6,439 | $1.6M |
| Stableford Capital II LLC | 0.54% | Reduce -23.4% | 6,432 | $1.6M |
| Bailard, Inc. | 0.03% | Reduce -0.7% | 6,425 | $1.6M |
| Cooper Financial Group | 0.13% | Reduce -44.1% | 6,407 | $1.6M |
| Colonial Trust Co / SC | 0.20% | Reduce -5.8% | 6,391 | $1.5M |
| Legacy Capital Wealth Partners, LLC | 0.30% | Add +69.5% | 6,370 | $1.5M |
| Krilogy Financial LLC | 0.05% | Add +0.2% | 6,365 | $1.5M |
| Larson Financial Group LLC | 0.04% | Reduce -0.6% | 6,357 | $1.5M |
| Verum Partners LLC | 0.23% | Reduce -1.4% | 6,355 | $1.5M |
| Bradley Foster & Sargent Inc. | 0.02% | Reduce -2.6% | 6,349 | $1.5M |
| Thrive Wealth Management, LLC | 0.20% | Add +3.2% | 6,322 | $1.5M |
| Tranquility Partners, LLC | 0.52% | Reduce -2.6% | 6,288 | $1.5M |
| Matrix Asset Advisors Inc. | 0.12% | Reduce -0.7% | 6,265 | $1.5M |
| Sigma Investment Counselors Inc. | 0.07% | Add +5.9% | 6,259 | $1.5M |
| High Probability Advisors, LLC | 0.16% | No change | 6,221 | $1.5M |
| MLG Wealth Management DBA Pine Grove Financial Group | 0.15% | Add +0.0% | 6,205 | $1.5M |
| Moneco Advisors, LLC | 0.09% | Add +11.8% | 6,204 | $1.5M |
| Orgel Wealth Management, LLC | 0.03% | Add +105.8% | 6,183 | $1.5M |
| Fifth Third Securities, Inc. | 0.09% | Reduce -16.2% | 6,167 | $1.5M |
| Crusonia Wealth Advisors LLC | 0.24% | No change | 6,107 | $1.5M |
| F/m Investments LLC | 0.08% | Add +6.6% | 6,098 | $1.5M |
| Turtle Creek Wealth Advisors, LLC | 0.08% | No change | 6,085 | $1.5M |
| AlphaCore Capital LLC | 0.03% | Add +12.9% | 6,082 | $1.5M |
| TFO Wealth Partners, LLC | 0.16% | Add +0.5% | 6,081 | $1.5M |
| Seneca Financial Advisors LLC | 0.38% | Add +0.3% | 6,077 | $1.5M |
| Twin Peaks Wealth Advisors, LLC | 0.33% | Reduce -10.5% | 6,070 | $1.5M |
| Strategic Blueprint, LLC | 0.07% | Add +8.4% | 6,054 | $1.5M |
| Connecticut Wealth Management, LLC | 0.05% | Reduce -11.0% | 6,045 | $1.5M |
| Warwick Investment Management, Inc. | 0.16% | No change | 6,039 | $1.5M |
| Whitegate Investment Counselors, Inc. | 0.42% | No change | 6,030 | $1.5M |
| Meridian Wealth Management, LLC | 0.05% | Add +2.3% | 6,031 | $1.5M |
| Trust Co of the South | 0.20% | No change | 6,000 | $1.5M |
| Texas Capital Bank Wealth Management Services Inc | 0.08% | Reduce -11.4% | 5,999 | $1.5M |
| Certified Advisory Corp | 0.12% | Reduce -1.6% | 5,988 | $1.5M |
| Amplius Wealth Advisors, LLC | 0.11% | No change | 5,987 | $1.5M |
| Bogart Wealth, LLC | 0.05% | Reduce -0.4% | 5,983 | $1.5M |
| Independent Financial Group, LLC | 0.03% | Add +25.7% | 5,968 | $1.4M |
| Main Street Financial Solutions, LLC | 0.09% | Reduce -2.9% | 5,967 | $1.4M |
| Russell Investments Group, Ltd. | 0.00% | Add +3.7% | 5,906 | $1.4M |
| Asempa Wealth Advisors | 1.09% | Reduce -3.0% | 5,905 | $1.4M |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.01% | Reduce -18.6% | 5,895 | $1.4M |
| Daybright Advisory Services, Inc. | 0.34% | Add +2.2% | 5,675 | $1.4M |
| VeraBank, N.A. | 0.24% | Reduce -9.3% | 5,884 | $1.4M |
| Mascoma Wealth Management LLC | 0.26% | Reduce -10.6% | 5,880 | $1.4M |
| Erste Asset Management GmbH | 0.01% | Reduce -55.2% | 5,870 | $1.4M |
| Capital Advantage, Inc. | 0.17% | No change | 5,850 | $1.4M |
| Encompass Wealth Advisors, LLC | 0.43% | No change | 5,821 | $1.4M |
| Dakota Wealth Management | 0.03% | Reduce -7.9% | 5,813 | $1.4M |
| Choate Investment Advisors | 0.02% | No change | 5,786 | $1.4M |
| Independent Solutions Wealth Management, LLC | 0.18% | Add +146.6% | 5,785 | $1.4M |
| Ellevest, Inc. | 0.17% | Add +13.0% | 6,000 | $1.4M |
| AlphaCentric Advisors LLC | 1.19% | Reduce -51.2% | 5,771 | $1.4M |
| Mount Lucas Management LP | 0.50% | Reduce -51.2% | 5,771 | $1.4M |
| Proficio Capital Partners LLC | 0.05% | No change | 5,761 | $1.4M |
| Thomasville National Bank | 0.08% | — | 5,761 | $1.4M |
| Walsh & Associates, LLC | 1.13% | Add +0.3% | 5,702 | $1.4M |
| Middleton & Co. Inc. | 0.15% | No change | 5,696 | $1.4M |
| Sendero Wealth Management, LLC | 0.14% | No change | 5,693 | $1.4M |
| Stonebridge Financial Group, LLC / MO | 0.92% | Add +0.1% | 5,693 | $1.4M |
| LRI Investments, LLC | 0.11% | Reduce -41.1% | 5,673 | $1.4M |
| Colter Lewis Investment Partners LLC | 0.61% | Add +0.3% | 5,670 | $1.4M |
| Apollon Financial, LLC | 0.16% | Reduce -1.7% | 5,669 | $1.4M |
| Fragasso Financial Advisors Inc | 0.07% | Reduce -0.2% | 5,633 | $1.4M |
| JSF Financial, LLC | 0.22% | Add +118.0% | 5,608 | $1.4M |
| Wedmont Private Capital | 0.04% | Add +33.4% | 5,505 | $1.4M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.15% | Reduce -2.1% | 5,599 | $1.4M |
| Fort Point Capital Partners LLC | 0.14% | Add +0.3% | 5,580 | $1.4M |
| Alamar Capital Management, LLC | 0.68% | Reduce -30.5% | 5,579 | $1.4M |
| Investment Advisory Group, LLC | 0.29% | Add +0.0% | 5,573 | $1.4M |
| Elyxium Wealth, LLC | 0.14% | No change | 5,541 | $1.3M |
| Belpointe Asset Management LLC | 0.04% | Reduce -5.8% | 5,525 | $1.3M |
| CRA Financial Services, LLC | 0.15% | Add +0.9% | 5,514 | $1.3M |
| McAdam, LLC | 0.05% | Reduce -17.0% | 5,512 | $1.3M |
| Bci Securities, Inc. | 11.43% | No change | 5,471 | $1.3M |
| Bedel Financial Consulting, Inc. | 0.13% | Add +1.5% | 5,469 | $1.3M |
| Jacobi Capital Management LLC | 0.06% | Reduce -1.0% | 5,430 | $1.3M |
| Evergreen Capital Management LLC | 0.02% | No change | 5,427 | $1.3M |
| Coldstream Capital Management Inc. | 0.02% | Reduce -44.2% | 5,411 | $1.3M |
| Blueline Advisors LLC | 0.91% | No change | 5,402 | $1.3M |
| Vawter Financial, Ltd. | 0.49% | No change | 5,399 | $1.3M |
| Fairvoy Private Wealth, LLC | 0.26% | No change | 5,396 | $1.3M |
| Zhang Financial LLC | 0.04% | Add +4.0% | 5,366 | $1.3M |
| Adirondack Trust Co. | 0.39% | Reduce -0.1% | 5,362 | $1.3M |
| Staley Capital Advisers Inc. | 0.05% | No change | 5,358 | $1.3M |
| BlueChip Wealth Advisors LLC | 0.49% | No change | 5,350 | $1.3M |
| Alteri Wealth LLC | 0.36% | Reduce -0.3% | 5,338 | $1.3M |
| Cornerstone Wealth Management, LLC | 0.06% | Add +0.4% | 5,336 | $1.3M |
| Parisi Gray Wealth Management | 0.27% | Reduce -1.9% | 5,333 | $1.3M |
| Stonebridge Financial Planning Group, LLC | 0.41% | Add +0.1% | 5,328 | $1.3M |
| Core Wealth Advisors, Inc. | 0.26% | Reduce -0.5% | 5,314 | $1.3M |
| PFG Investments, LLC | 0.05% | Add +1.1% | 5,304 | $1.3M |
| Fortitude Family Office, LLC | 0.25% | No change | 5,300 | $1.3M |
| YANKCOM Partnership | 0.46% | No change | 5,258 | $1.3M |
| Sigma Planning Corp | 0.03% | Add +3.2% | 5,258 | $1.3M |
| Investmark Advisory Group LLC | 0.48% | Add +0.1% | 5,236 | $1.3M |
| JP Wealth Management, Inc. | 0.80% | No change | 5,216 | $1.3M |
| Higgins & Schmidt Wealth Strategies LLC | 0.52% | Reduce -1.0% | 5,216 | $1.3M |
| Sharkey, Howes & Javer | 0.15% | Add +0.1% | 5,196 | $1.3M |
| Baron Silver Stevens Financial Advisors, LLC | 0.16% | No change | 5,193 | $1.3M |
| International Assets Investment Management, LLC | 0.08% | Add +1.8% | 5,159 | $1.3M |
| Anderson Hoagland & Co. | 0.10% | No change | 5,183 | $1.3M |
| QRG Capital Management, Inc. | 0.01% | Reduce -11.3% | 5,180 | $1.3M |
| Bonfire Financial | 0.81% | Add +0.3% | 5,172 | $1.3M |
| R.H. Investment Group, LLC | 0.94% | No change | 5,162 | $1.3M |
| First Trust Advisors LP | 0.00% | Add +356.4% | 5,148 | $1.2M |
| Cambridge Financial Group, LLC | 0.39% | Reduce -26.0% | 5,145 | $1.2M |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Add +3.2% | 5,123 | $1.2M |
| City Holding Co. | 0.14% | Add +0.3% | 5,120 | $1.2M |
| BSW Wealth Partners | 0.14% | Reduce -1.0% | 5,098 | $1.2M |
| Strategic Family Wealth Counselors, L.L.C. | 0.29% | Add +37.5% | 5,085 | $1.2M |
| Tassel Capital Management, Inc. | 0.58% | Add +0.3% | 5,072 | $1.2M |
| Wesbanco Bank Inc. | 0.03% | Reduce -8.7% | 5,051 | $1.2M |
| S&co Inc. | 0.07% | No change | 5,050 | $1.2M |
| Curi Capital, LLC | 0.02% | Reduce -13.0% | 5,031 | $1.2M |
| Daymark Wealth Partners, LLC | 0.03% | Add +288.1% | 5,022 | $1.2M |
| Chesley Taft & Associates LLC | 0.05% | Reduce -5.8% | 5,006 | $1.2M |
| Sidoxia Capital Management, LLC | 0.88% | Add +0.9% | 4,964 | $1.2M |
| Rodgers & Associates, LTD | 0.11% | Reduce -4.6% | 4,963 | $1.2M |
| Smead Capital Management, Inc. | 0.03% | Reduce -20.9% | 4,956 | $1.2M |
| Kornitzer Capital Management Inc. | 0.03% | No change | 4,925 | $1.2M |
| Bison Wealth, LLC | 0.11% | Add +8.3% | 4,822 | $1.2M |
| Clear Harbor Asset Management, LLC | 0.07% | Add +48.1% | 4,903 | $1.2M |
| Elmwood Wealth Management, Inc. | 0.30% | Reduce -3.0% | 4,892 | $1.2M |
| Bridgewater Advisors Inc. | 0.06% | Reduce -4.9% | 4,663 | $1.2M |
| Nvest Financial, LLC | 0.37% | Reduce -1.6% | 4,867 | $1.2M |
| Monument Capital Management | 0.24% | Add +393.6% | 4,842 | $1.2M |
| HighPoint Advisor Group LLC | 0.04% | Reduce -0.1% | 4,839 | $1.2M |
| Capital Group Private Client Services, Inc. | 0.02% | Add +4.8% | 4,826 | $1.2M |
| Tsfg, LLC | 0.15% | Reduce -0.5% | 4,809 | $1.2M |
| Accurate Wealth Management, LLC | 0.11% | Add +7.6% | 4,719 | $1.2M |
| Symmetry Partners, LLC | 0.06% | Reduce -1.3% | 4,802 | $1.2M |
| Warner Group LLC | 0.29% | Add +69.4% | 4,788 | $1.2M |
| Robinson Value Management, Ltd. | 0.62% | No change | 4,779 | $1.2M |
| J. Safra Sarasin Holding AG | 0.02% | No change | 4,764 | $1.2M |
| Uptick Partners, LLC | 0.18% | Reduce -0.1% | 4,769 | $1.2M |
| Aspen Grove Capital, LLC | 0.17% | Add +3.2% | 4,730 | $1.1M |
| Burke & Herbert Bank & Trust Co. | 0.28% | No change | 4,727 | $1.1M |
| Aegis Wealth Management LLC | 0.54% | No change | 4,699 | $1.1M |
| Cascade Financial Partners, LLC | 0.10% | Add +38.0% | 4,686 | $1.1M |
| Clark Capital Management Group, Inc. | 0.01% | Add +6.2% | 4,661 | $1.1M |
| ES4, LLC | 0.59% | Add +0.3% | 4,654 | $1.1M |
| Elevate Wealth Advisory, Inc. | 0.64% | Reduce -1.7% | 4,632 | $1.1M |
| RiverFront Investment Group, LLC | 0.01% | Add +2.2% | 4,608 | $1.1M |
| Susquehanna International Group, LLP | 0.00% | New | 4,601 | $1.1M |
| Hazlett, Burt & Watson, Inc. | 0.30% | Reduce -1.9% | 4,596 | $1.1M |
| MBL Wealth, LLC | 0.08% | Reduce -0.9% | 4,594 | $1.1M |
| CreativeOne Wealth, LLC | 0.02% | Reduce -55.5% | 4,581 | $1.1M |
| MOR Wealth Management, LLC | 0.44% | No change | 4,550 | $1.1M |
| Root Financial Partners, LLC | 0.04% | Reduce -7.7% | 4,548 | $1.1M |
| Woodside Wealth Management LLC | 0.77% | No change | 4,535 | $1.1M |
| First Bank & Trust | 0.16% | No change | 4,521 | $1.1M |
| Fiducient Advisors LLC | 0.16% | Reduce -9.0% | 4,502 | $1.1M |
| Walkner Condon Financial Advisors LLC | 0.13% | Reduce -2.2% | 4,477 | $1.1M |
| Welch & Forbes LLC | 0.01% | Reduce -24.2% | 4,470 | $1.1M |
| Guidance Point Advisors, LLC | 0.23% | Reduce -1.8% | 4,459 | $1.1M |
| Roehl & Yi Investment Advisors, LLC | 0.36% | No change | 4,457 | $1.1M |
| Mezzasalma Advisors, LLC | 0.22% | Add +2.3% | 4,433 | $1.1M |
| Personal Cfo Solutions, LLC | 0.15% | Reduce -25.5% | 4,422 | $1.1M |
| Quadrature Capital Ltd | 0.01% | New | 4,419 | $1.1M |
| Curran Financial Partners, LLC | 0.16% | Add +12.3% | 4,413 | $1.1M |
| Regimen Wealth, LLC | 0.29% | Add +0.3% | 4,410 | $1.1M |
| Hoge Financial Services, LLC | 0.51% | Add +0.3% | 4,381 | $1.1M |
| American National Bank & Trust | 0.09% | Reduce -0.1% | 4,381 | $1.1M |
| Advisors Capital Management, LLC | 0.01% | Reduce -37.6% | 4,376 | $1.1M |
| Wetzel Investment Advisors, Inc. | 0.37% | Reduce -30.0% | 4,371 | $1.1M |
| Vanguard Advisers Inc. | 0.00% | Add +0.0% | 4,359 | $1.1M |
| Park Place Capital Corp | 0.17% | Reduce -9.5% | 4,351 | $1.1M |
| Sovran Advisors, LLC | 0.08% | No change | 4,165 | $1.0M |
| First National Trust Co | 0.04% | Add +1.0% | 4,320 | $1.0M |
| PGIM Custom Harvest LLC | 0.01% | Add +38.7% | 4,314 | $1.0M |
| Barnett & Company, Inc. | 0.77% | Add +1.8% | 4,311 | $1.0M |
| Magnolia Private Wealth, LLC | 0.57% | No change | 4,302 | $1.0M |
| Annex Advisory Services, LLC | 0.02% | Reduce -3.3% | 4,302 | $1.0M |
| Veracity Capital LLC | 0.28% | No change | 4,286 | $1.0M |
| Embree Financial Group | 0.10% | Add +0.2% | 4,273 | $1.0M |
| German American Bancorp, Inc. | 0.08% | No change | 4,257 | $1.0M |
| Pacific Financial Group Inc. | 0.49% | Add +3.6% | 4,246 | $1.0M |
| T. Rowe Price Associates Inc. | 0.00% | Reduce -32.0% | 4,236 | $1.0M |
| Robertson Stephens Wealth Management, LLC | 0.03% | Reduce -6.9% | 4,235 | $1.0M |
| Money Concepts Capital Corp. | 0.05% | Add +9.1% | 4,214 | $1.0M |
| Patten Group, Inc. | 0.16% | Reduce -8.9% | 4,209 | $1.0M |
| Resonant Capital Advisors, LLC | 0.05% | Add +0.4% | 4,183 | $1.0M |
| Partners in Financial Planning | 0.15% | Add +0.1% | 4,170 | $1.0M |
| Flagship Harbor Advisors, LLC | 0.04% | Reduce -0.8% | 4,166 | $1.0M |
| Golden Road Advisors LLC | 0.49% | Reduce -2.2% | 4,154 | $1.0M |
| 1834 Investment Advisors Co. | 0.11% | Reduce -0.7% | 4,138 | $1.0M |
| Plante Moran Financial Advisors, LLC | 0.05% | Reduce -0.4% | 4,135 | $1.0M |
| Crestwood Advisors Group, LLC | 0.01% | Add +2.1% | 4,134 | $1.0M |
| London Co. of Virginia | 0.01% | Reduce -60.9% | 4,130 | $1.0M |
| Evergreen Advisors, LLC | 0.21% | No change | 4,128 | $1.0M |
| Principal Securities, Inc. | 0.01% | Reduce -21.2% | 4,106 | $995K |
| American Investment Services, Inc. | 0.21% | No change | 4,076 | $988K |
| Occidental Asset Management, LLC | 0.10% | Reduce -10.3% | 4,042 | $980K |
| MRWM Advisors, LLC | 0.40% | No change | 4,037 | $979K |
| Independence Bank of Kentucky | 0.11% | No change | 4,021 | $975K |
| Kelman-Lazarov, Inc. | 0.13% | Add +0.0% | 4,020 | $974K |
| Lutz Financial Services LLC | 0.06% | No change | 4,010 | $972K |
| Alpha Financial Advisors, LLC | 0.27% | No change | 4,003 | $971K |
| Bantamac Capital, LLC | 0.69% | No change | 4,000 | $970K |
| Logan Capital Management Inc. | 0.04% | — | 4,000 | $970K |
| Bell Bank | 0.04% | No change | 3,985 | $966K |
| Farmers & Merchants Investments Inc. | 0.02% | Reduce -10.3% | 3,978 | $964K |
| DiNuzzo Private Wealth, Inc. | 0.09% | No change | 3,958 | $960K |
| Matthew Goff Investment Advisor, LLC | 0.16% | Reduce -6.9% | 3,952 | $958K |
| Brown Financial Advisory | 0.40% | No change | 3,949 | $957K |
| Lakewood Asset Management LLC | 0.53% | Reduce -4.2% | 3,947 | $957K |
| Hilltop Holdings Inc. | 0.08% | Add +1.1% | 3,946 | $957K |
| CVA Family Office, LLC | 0.09% | No change | 3,941 | $955K |
| Harbor Asset Planning, Inc. | 0.71% | Add +2.6% | 3,927 | $952K |
| Paragon Capital Management Ltd | 0.18% | Reduce -2.7% | 3,901 | $946K |
| LongView Wealth Management | 0.24% | Reduce -3.3% | 3,894 | $944K |
| Rothschild Wealth LLC | 0.08% | Add +223.2% | 3,885 | $942K |
| William Howard & Co Financial Advisors Inc | 0.73% | Add +0.3% | 3,878 | $940K |
| Magnolia Capital Advisors LLC | 0.16% | Reduce -3.3% | 3,866 | $937K |
| First United Bank & Trust | 0.27% | Reduce -0.4% | 3,852 | $934K |
| Continuum Advisory, LLC | 0.08% | Add +0.1% | 3,851 | $934K |
| Lowery Thomas, LLC | 0.46% | Add +0.3% | 3,851 | $934K |
| ABLE Financial Group, LLC | 0.16% | No change | 3,842 | $931K |
| Invenio Wealth Partners LLC | 0.33% | No change | 3,830 | $929K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.05% | Add +40.2% | 3,828 | $928K |
| Sbe LLC Dba Cedar Cove Wealth Partners | 0.44% | Reduce -0.6% | 3,822 | $927K |
| Sunpointe, LLC | 0.26% | Add +0.1% | 3,805 | $922K |
| AdvisorNet Financial, Inc | 0.04% | Add +0.1% | 3,805 | $922K |
| Emprise Bank | 0.34% | No change | 3,801 | $921K |
| Eight 31 Financial, LLC | 0.54% | Reduce -7.4% | 3,775 | $915K |
| Live Oak Private Wealth LLC | 0.11% | Reduce -33.0% | 3,771 | $914K |
| Michels Family Financial, LLC | 0.58% | Reduce -0.9% | 3,760 | $911K |
| Collective Family Office LLC | 0.19% | Add +5.7% | 3,751 | $909K |
| Roxbury Financial LLC | 0.72% | Reduce -0.7% | 3,748 | $909K |
| Huntington National Bank | 0.01% | Reduce -2.7% | 3,732 | $905K |
| Rice Partnership, LLC | 0.11% | Reduce -5.8% | 3,731 | $905K |
| Capital Investment Advisory Services, LLC | 0.06% | Add +11.4% | 3,703 | $898K |
| Independent Advisor Alliance | 0.02% | Reduce -86.0% | 3,688 | $894K |
| GLR Partners, LLC | 0.41% | Reduce -3.0% | 3,672 | $890K |
| Signature Estate & Investment Advisors LLC | 0.02% | Reduce -13.6% | 3,667 | $889K |
| Johnson Bixby & Associates, LLC | 0.10% | Add +0.1% | 3,662 | $888K |
| Rockbridge Investment Management, LCC | 0.07% | No change | 3,658 | $887K |
| Front Row Advisors LLC | 0.26% | Add +6.2% | 3,428 | $884K |
| Legacy Trust | 0.16% | Reduce -15.2% | 3,635 | $881K |
| Coastline Trust Co | 0.08% | Reduce -18.4% | 3,634 | $881K |
| Woodmont Investment Counsel LLC | 0.05% | No change | 3,631 | $880K |
| Warner Financial, Inc. | 0.26% | Add +0.3% | 3,627 | $879K |
| 3 Factor Indexing, LLC | 0.74% | No change | 3,615 | $876K |
| Archford Capital Strategies, LLC | 0.09% | Reduce -3.3% | 3,604 | $874K |
| Heartwood Wealth Advisors LLC | 0.07% | Reduce -0.9% | 3,587 | $870K |
| Mars Jewett Financial Group, Inc. | 0.18% | Add +0.2% | 3,579 | $868K |
| Waterfront Wealth Inc. | 0.13% | Reduce -0.0% | 3,507 | $866K |
| Moss Adams Wealth Advisors LLC | 0.05% | No change | 3,567 | $865K |
| Roble, Belko & Company, Inc | 0.09% | No change | 3,559 | $863K |
| TMB Capital Partners, LLC | 0.27% | No change | 3,552 | $861K |
| Kesler, Norman & Wride, LLC | 0.14% | No change | 3,550 | $861K |
| Signal Advisors Wealth, LLC | 0.05% | Add +4.6% | 3,549 | $860K |
| XY Planning Network, Inc. | 0.11% | No change | 3,544 | $859K |
| Financial Guidance Group, Inc. | 0.32% | No change | 3,542 | $859K |
| Texas Yale Capital Corp. | 0.02% | No change | 3,540 | $858K |
| Pitcairn Wealth Advisors LLC | 0.09% | No change | 3,539 | $858K |
| Empire Financial Management Company, LLC | 0.34% | Reduce -0.7% | 3,537 | $857K |
| Townsquare Capital LLC | 0.16% | Reduce -3.1% | 3,532 | $856K |
| MWA Asset Management | 0.39% | Reduce -3.5% | 3,524 | $854K |
| CENTRAL TRUST Co | 0.02% | Reduce -31.0% | 3,524 | $854K |
| First County Bank | 0.40% | Reduce -2.4% | 3,521 | $854K |
| BCS Private Wealth Management, Inc. | 0.26% | Add +35.2% | 3,515 | $852K |
| B. Riley Wealth Advisors, Inc. | 0.05% | Add +5.6% | 3,491 | $848K |
| Integrity Advisory Solutions, LLC | 0.09% | Add +35.1% | 3,475 | $842K |
| Beaumont Financial Advisors, LLC | 0.05% | Reduce -30.2% | 3,473 | $842K |
| Cornell Pochily Investment Advisors, Inc. | 0.23% | No change | 3,464 | $840K |
| Auxano Advisors, LLC | 0.16% | No change | 3,442 | $834K |
| EFG International AG | 0.02% | Add +9.3% | 3,434 | $833K |
| HORAN Wealth, LLC | 0.10% | Reduce -48.0% | 3,436 | $833K |
| Natural Investments, LLC | 0.18% | No change | 3,435 | $832K |
| Diamond Hill Capital Management, LLC (Investment Advisor) | 0.01% | Reduce -87.1% | 3,423 | $830K |
| Ground Swell Capital, LLC | 0.91% | New | 3,419 | $829K |
| Gerber Kawasaki Wealth & Investment Management | 0.02% | Add +21.5% | 3,415 | $828K |
| Greatmark Investment Partners, Inc. | 0.09% | No change | 3,413 | $827K |
| Leavell Investment Management, Inc. | 0.03% | Add +12.8% | 3,410 | $827K |
| Mayflower Financial Advisors, LLC | 0.07% | Reduce -9.6% | 3,399 | $824K |
| Wellington Management Group LLP | 0.00% | New | 3,378 | $819K |
| Boyer Financial Services, Inc. | 0.69% | New | 3,315 | $818K |
| Baltimore-Washington Financial Advisors, Inc. | 0.03% | Add +2.1% | 3,370 | $817K |
| Fort Sheridan Advisors LLC | 0.09% | Add +0.0% | 3,367 | $816K |
| BankPlus Trust Department | 0.19% | No change | 3,363 | $815K |
| Stanich Group LLC | 0.51% | Reduce -5.4% | 3,355 | $813K |
| Stonebrook Private Inc. | 0.15% | Reduce -1.0% | 3,349 | $812K |
| Peck Wealth Management, LLC | 0.68% | No change | 3,336 | $809K |
| Regent Peak Wealth Advisors LLC | 0.15% | Reduce -24.8% | 3,327 | $807K |
| Global View Capital Management LLC | 0.17% | Add +27.9% | 3,308 | $802K |
| Benchmark Financial Wealth Advisors, LLC | 0.20% | Reduce -9.3% | 3,287 | $797K |
| Melfa Wealth Management, Inc. | 0.43% | No change | 3,278 | $795K |
| Symphony Financial, Ltd. Co. | 0.09% | Add +80.4% | 3,270 | $793K |
| Westmount Partners, LLC | 0.17% | Reduce -3.8% | 3,261 | $791K |
| Obsidian Cio, LLC | 0.58% | Reduce -1.1% | 3,244 | $787K |
| Davis R M Inc. | 0.01% | Add +1.0% | 3,244 | $786K |
| Trust Co. of Vermont | 0.03% | — | 3,236 | $785K |
| Oxbow Advisors, LLC | 0.06% | New | 3,233 | $784K |
| Stablepoint Partners, LLC | 0.11% | Add +21.7% | 3,233 | $784K |
| Wealth Science Advisors LLC | 0.34% | Reduce -0.2% | 3,191 | $774K |
| Heartland Bank & Trust Co | 0.16% | Add +91.7% | 3,171 | $769K |
| One Day In July LLC | 0.05% | Add +38.1% | 3,166 | $768K |
| Capital City Trust Co. | 0.16% | Reduce -11.3% | 3,162 | $767K |
| Darwin Wealth Management, LLC | 0.21% | Reduce -5.7% | 3,155 | $765K |
| Glassman Wealth Services | 0.09% | Reduce -6.9% | 3,144 | $762K |
| Performance Wealth Partners, LLC | 0.02% | No change | 3,141 | $761K |
| Capital Analysts, LLC | 0.02% | Reduce -1.9% | 3,139 | $761K |
| Rialto Wealth Management, LLC | 0.15% | No change | 3,136 | $760K |
| TrueWealth Advisors, LLC | 0.17% | Reduce -2.0% | 3,135 | $760K |
| Retirement Planning Group, LLC | 0.02% | Reduce -3.4% | 3,128 | $758K |
| Odyssey Capital Advisors, Inc. | 0.54% | Reduce -8.7% | 3,120 | $756K |
| Skyline Advisors, Inc. | 0.24% | Add +0.3% | 3,116 | $755K |
| Harvest Investment Services, LLC | 0.12% | Reduce -2.4% | 3,112 | $754K |
| Robinson Smith Wealth Advisors LLC | 0.45% | No change | 3,105 | $753K |
| Targeted Financial Services LLC | 0.56% | New | 3,104 | $753K |
| Morris Financial Concepts, Inc. | 0.23% | Reduce -2.4% | 3,101 | $752K |
| FinArc Investments, Inc. | 0.68% | Reduce -21.8% | 3,091 | $749K |
| Financial Insights, Inc. | 0.20% | No change | 3,078 | $746K |
| AAF Wealth Management, LLC | 0.28% | Reduce -1.8% | 3,076 | $746K |
| Squarepoint Ops LLC | 0.00% | New | 3,074 | $745K |
| Fiduciary Alliance LLC | 0.05% | Add +22.4% | 3,067 | $744K |
| WBH Advisory Inc. | 0.05% | Reduce -0.7% | 3,061 | $742K |
| Rockland Trust Co. | 0.03% | Reduce -1.8% | 3,048 | $739K |
| Chapin Davis, Inc. | 0.13% | Reduce -0.2% | 3,047 | $739K |
| Kirtland Hills Capital Management, LLC | 0.21% | No change | 3,043 | $738K |
| Norris Perne & French LLP | 0.03% | No change | 3,029 | $734K |
| Fulton Breakefield Broenniman LLC | 0.04% | Add +1.2% | 3,028 | $734K |
| St Germain D J Co. Inc. | 0.03% | Add +7.7% | 3,010 | $730K |
| BOK Financial Private Wealth, Inc. | 0.04% | Add +12.4% | 3,007 | $729K |
| New Republic Capital, LLC | 0.17% | Add +4.8% | 3,003 | $728K |
| Tudor Financial Inc. | 0.33% | Reduce -6.3% | 2,999 | $727K |
| Lunt Capital Management, Inc. | 0.27% | No change | 2,994 | $726K |
| Axis Wealth Partners, LLC | 0.35% | Add +0.3% | 2,968 | $719K |
| Peak Wealth Management LLC | 0.50% | Add +4.0% | 2,950 | $715K |
| Greenup Street Wealth Management LLC | 0.09% | Reduce -8.9% | 2,947 | $714K |
| Steel Grove Capital Advisors, LLC | 0.07% | No change | 2,945 | $714K |
| Planning Directions Inc. | 0.33% | Add +6.3% | 2,930 | $710K |
| Berkeley Capital Partners, LLC | 0.15% | No change | 2,916 | $707K |
| Fortis Capital Advisors, LLC | 0.08% | Reduce -5.9% | 2,915 | $707K |
| Oxler Private Wealth LLC | 0.20% | Add +0.2% | 2,914 | $706K |
| WealthPlan Investment Management, LLC | 0.04% | Add +2.4% | 2,910 | $705K |
| James Investment Research, Inc. | 0.07% | Reduce -19.1% | 2,901 | $703K |
| DSG Capital Advisors, LLC | 0.10% | No change | 2,854 | $703K |
| Platform Technology Partners | 0.12% | Reduce -2.2% | 2,897 | $702K |
| Kovack Advisors, Inc. | 0.03% | Add +2.3% | 2,886 | $701K |
| Hoese & Co LLP | 0.45% | Reduce -41.8% | 2,887 | $700K |
| Betterment LLC | 0.00% | Add +10.4% | 2,880 | $698K |
| Spinnaker Trust | 0.03% | No change | 2,879 | $698K |
| Vance Wealth, LLC | 0.16% | Reduce -8.0% | 2,877 | $697K |
| Impact Capital Partners LLC | 0.19% | Add +34.2% | 2,875 | $697K |
| Stronghold Wealth Management L.L.C. | 0.93% | Add +5.9% | 2,874 | $697K |
| PFG Advisors | 0.04% | Add +1.1% | 2,874 | $697K |
| APS Management Group, Inc. | 0.53% | Add +7.0% | 2,865 | $695K |
| Meridian Wealth Advisors, LLC | 0.08% | No change | 2,858 | $693K |
| Klingenstein Fields & Co. LP | 0.02% | Reduce -13.7% | 2,847 | $690K |
| Gallacher Capital Management LLC | 0.39% | Add +0.2% | 2,845 | $690K |
| Invesco Ltd. | 0.00% | Add +18.6% | 2,844 | $689K |
| Ignite Planners, LLC | 0.09% | No change | 2,830 | $686K |
| Mirador Capital Partners LP | 0.08% | Add +0.3% | 2,829 | $686K |
| Essex Bank | 0.15% | Reduce -4.7% | 2,827 | $685K |
| Brown, Lisle/Cummings, Inc. | 0.15% | No change | 2,819 | $683K |
| Schnieders Capital Management, Llc. | 0.09% | Add +8.3% | 2,805 | $680K |
| Burton Enright Welch | 0.08% | Reduce -1.6% | 2,801 | $679K |
| Macco Financial Group, Inc. | 0.44% | Add +51.2% | 2,798 | $678K |
| Advyzon Investment Management, LLC | 0.05% | Add +32.9% | 2,794 | $677K |
| Snider Financial Group | 0.17% | Reduce -5.1% | 2,786 | $675K |
| Citizens & Northern Corp. | 0.15% | Reduce -8.2% | 2,781 | $674K |
| Sterling Capital Management LLC | 0.01% | Add +136.0% | 2,780 | $674K |
| SmartHarvest Portfolios, LLC | 0.22% | Add +2.0% | 2,763 | $670K |
| Buckhead Capital Management LLC | 0.23% | No change | 2,750 | $667K |
| Williams Jones Wealth Management, LLC. | 0.01% | Add +29.4% | 2,750 | $667K |
| Alpine Bank Wealth Management | 0.09% | No change | 2,745 | $665K |
| Cahill Financial Advisors Inc. | 0.06% | Add +0.0% | 2,745 | $665K |
| Alta Capital Management LLC/ | 0.05% | New | 2,738 | $664K |
| Aire Advisors, LLC | 0.11% | Add +0.0% | 2,730 | $662K |
| Hanover Advisors Inc. | 0.24% | Reduce -24.4% | 2,724 | $660K |
| Navigation Wealth Management, Inc. | 0.91% | Add +3.0% | 2,721 | $660K |
| Wealthspire Retirement, LLC | 0.04% | Reduce -0.4% | 2,719 | $659K |
| TCFG Investment Advisors, LLC | 0.22% | No change | 2,688 | $659K |
| Genesis Wealth Advisors, LLC | 0.39% | No change | 2,713 | $658K |
| Proactive Wealth Strategies LLC | 0.11% | Add +0.3% | 2,712 | $658K |
| Sovereign Financial Group, Inc. | 0.10% | Add +1.2% | 2,705 | $656K |
| First Commonwealth Financial Corp | 0.09% | Add +1.4% | 2,675 | $649K |
| Soltis Investment Advisors LLC | 0.04% | Add +0.6% | 2,672 | $648K |
| Hamilton Capital, LLC | 0.03% | No change | 2,670 | $647K |
| Brogan Financial, Inc. | 0.26% | Add +0.3% | 2,667 | $647K |
| Cedarwood Wealth LLC | 0.49% | Add +5.0% | 2,666 | $646K |
| Motco | 0.06% | No change | 2,662 | $645K |
| Parsons Capital Management Inc. | 0.03% | No change | 2,659 | $645K |
| Coastal Bridge Advisors, LLC | 0.04% | Reduce -7.3% | 2,654 | $643K |
| Runnymede Capital Advisors, Inc. | 0.38% | No change | 2,647 | $642K |
| GC Wealth Management RIA, LLC | 0.04% | Reduce -2.5% | 2,643 | $641K |
| Facet Wealth, Inc. | 0.01% | Add +39.5% | 2,642 | $641K |
| Cornerstone Wealth Group, LLC | 0.04% | Add +0.4% | 2,639 | $640K |
| Carnegie Investment Counsel | 0.01% | Reduce -2.6% | 2,638 | $640K |
| Koshinski Asset Management, Inc. | 0.03% | Add +2.9% | 2,635 | $639K |
| CoreCap Advisors, LLC | 0.02% | Add +0.9% | 2,631 | $638K |
| Townsend Asset Management Corp. /NC/ | 0.20% | Add +0.1% | 2,622 | $636K |
| Chicago Wealth Management, Inc. | 0.23% | No change | 2,621 | $635K |
| City National Bank of Florida | 0.27% | No change | 2,616 | $634K |
| Fidelity D & D Bancorp Inc. | 0.22% | Reduce -6.5% | 2,608 | $632K |
| Empower Advisory Group, LLC | 0.00% | Reduce -12.2% | 2,604 | $631K |
| Rose Capital Advisors LLC | 0.34% | — | 2,594 | $629K |
| TigerOak Management, L.L.C. | 0.18% | Reduce -1.0% | 2,592 | $628K |
| Vann Equity Management LLC | 0.38% | Reduce -50.1% | 2,590 | $628K |
| Braun Stacey Associates Inc. | 0.02% | Add +31.1% | 2,576 | $624K |
| Biltmore Family Office, LLC | 0.08% | No change | 2,573 | $624K |
| Mairs & Power Inc. | 0.01% | No change | 2,562 | $621K |
| Decision Investments, Inc. | 0.56% | No change | 2,556 | $620K |
| NCM Capital Management, LLC | 0.19% | Add +1.8% | 2,554 | $619K |
| Hamilton Point Investment Advisors, LLC | 0.09% | No change | 2,547 | $617K |
| Quantbot Technologies LP | 0.02% | New | 2,546 | $617K |
| Archer Investment Corp | 0.12% | Add +0.0% | 2,527 | $613K |
| Benjamin Edwards Inc. | 0.01% | Add +20.7% | 2,521 | $611K |
| Cypress Capital, LLC | 0.17% | No change | 2,520 | $611K |
| GGM Financial LLC | 0.23% | Reduce -17.2% | 2,512 | $609K |
| Members Trust Co | 0.02% | Reduce -0.9% | 2,512 | $609K |
| Fusion Capital, LLC | 0.14% | Add +8.8% | 2,508 | $608K |
| Insight Advisors, LLC/ PA | 0.11% | Add +0.1% | 2,507 | $608K |
| Wealthcare Capital Partners, LLC | 0.25% | Add +0.0% | 2,507 | $608K |
| Edgemoor Investment Advisors, Inc. | 0.04% | No change | 2,506 | $608K |
| Klingman & Associates, LLC | 0.03% | Reduce -4.9% | 2,504 | $607K |
| Operose Advisors LLC | 0.12% | Reduce -2.6% | 2,495 | $605K |
| Portland Global Advisors LLC | 0.06% | No change | 2,490 | $604K |
| Aft, Forsyth & Company, Inc. | 0.29% | Reduce -19.9% | 2,481 | $602K |
| Summit Wealth Partners, LLC | 0.09% | Reduce -0.2% | 2,475 | $600K |
| Wescott Financial Advisory Group, LLC | 0.05% | Add +0.1% | 2,475 | $600K |
| First Citizens Asset Management, Inc. | 0.19% | Add +4.2% | 2,471 | $599K |
| Moors & Cabot, Inc. | 0.02% | Reduce -0.2% | 2,469 | $598K |
| Palisade Asset Management, LLC | 0.06% | Add +5.3% | 2,462 | $597K |
| YHB Investment Advisors, Inc. | 0.04% | Add +2.3% | 2,458 | $596K |
| Woodward Financial Advisors, Inc. | 0.20% | — | 2,450 | $594K |
| First Financial Corp. | 0.20% | Reduce -30.6% | 2,444 | $592K |
| Alpine Global Management, LLC | 0.10% | New | 2,431 | $589K |
| Atala Financial Inc | 0.36% | No change | 2,424 | $588K |
| TritonPoint Partners, LLC | 0.05% | New | 2,398 | $581K |
| Beacon Financial Strategies CORP | 0.29% | Reduce -0.4% | 2,395 | $581K |
| Central Pacific Bank - Trust Division | 0.06% | No change | 2,370 | $575K |
| Austin Asset Management Co Inc | 0.08% | No change | 2,361 | $572K |
| Pettyjohn, Wood & White, Inc. | 0.08% | No change | 2,360 | $572K |
| Oder Investment Management, LLC | 0.38% | Add +0.0% | 2,354 | $571K |
| Tenzing Financial LLC | 0.39% | New | 2,305 | $570K |
| Old Mission Investment Co LLC | 0.12% | Add +7.0% | 2,332 | $565K |
| Elequin Capital, LP | 0.10% | New | 2,330 | $565K |
| FARMERS & MERCHANTS TRUST Co OF LONG BEACH | 0.12% | No change | 2,327 | $564K |
| HT Partners LLC | 0.16% | No change | 2,322 | $563K |
| MassMutual Private Wealth & Trust, FSB | 0.01% | Reduce -34.1% | 2,319 | $562K |
| Ellis Investment Partners, LLC | 0.09% | Reduce -0.2% | 2,317 | $562K |
| CWA Asset Management Group, LLC | 0.02% | Add +2.3% | 2,315 | $561K |
| Aufman Associates Inc | 0.22% | No change | 2,310 | $560K |
| Horizon Investment Services, LLC | 0.16% | No change | 2,308 | $560K |
| Evolve Private Wealth, LLC | 0.03% | Reduce -77.1% | 2,304 | $559K |
| Lake Street Private Wealth, LLC | 0.06% | Add +0.3% | 2,276 | $552K |
| World Equity Group, Inc. | 0.12% | Add +4.0% | 2,275 | $552K |
| Hantz Financial Services, Inc. | 0.01% | Add +28.2% | 2,274 | $551K |
| WealthBridge Capital Management, LLC | 0.11% | Reduce -9.6% | 2,273 | $551K |
| Black Diamond Financial, LLC | 0.05% | Reduce -2.9% | 2,272 | $551K |
| Petredis Investment Advisors LLC | 0.04% | No change | 2,268 | $550K |
| Tandem Capital Management Corp. | 0.23% | Add +114.6% | 2,264 | $549K |
| Accretive Wealth Partners, LLC | 0.13% | Add +3.5% | 2,259 | $548K |
| Convergence Financial, LLC | 0.04% | Add +89.0% | 2,255 | $547K |
| Tortoise Investment Management, LLC | 0.04% | No change | 2,251 | $546K |
| Beacon Capital Management, LLC | 0.08% | Add +8.7% | 2,247 | $545K |
| McNamara Financial Services, Inc. | 0.09% | No change | 2,246 | $544K |
| Riverpoint Wealth Management Holdings, LLC | 0.10% | Add +22.2% | 2,240 | $543K |
| AssuredPartners Investment Advisors, LLC | 0.05% | Add +5.7% | 2,224 | $539K |
| Hollencrest Capital Management | 0.04% | No change | 2,221 | $538K |
| Wrapmanager Inc. | 0.17% | No change | 2,218 | $538K |
| Stanley-Laman Group, Ltd. | 0.05% | No change | 2,216 | $537K |
| Meeder Advisory Services, Inc. | 0.02% | Add +15.1% | 2,214 | $537K |
| Clarity Financial LLC | 0.05% | No change | 2,209 | $536K |
| Truepoint, Inc. | 0.01% | No change | 2,208 | $535K |
| Marino, Stram & Associates LLC | 0.09% | Reduce -1.8% | 2,200 | $533K |
| Ritter Daniher Financial Advisory LLC / DE | 0.08% | Reduce -0.6% | 2,195 | $532K |
| Essential Investment Partners LLC | 0.43% | No change | 2,195 | $532K |
| SeaCrest Wealth Management, LLC | 0.06% | Reduce -27.3% | 2,190 | $531K |
| Triad Wealth Partners, LLC | 0.03% | No change | 2,084 | $530K |
| Towercrest Capital Management | 0.07% | Reduce -2.2% | 2,185 | $530K |
| Rockwood Wealth Management, LLC | 0.03% | No change | 2,181 | $529K |
| Triangle Securities Wealth Management | 0.10% | Reduce -0.1% | 2,176 | $528K |
| Tritonpoint Wealth, LLC | 0.05% | No change | 2,176 | $528K |
| Versant Capital Management, Inc | 0.05% | Add +4.9% | 2,173 | $527K |
| Hollow Brook Wealth Management LLC | 0.10% | No change | 2,170 | $526K |
| Jackson, Grant Investment Advisers, Inc. | 0.16% | No change | 2,168 | $526K |
| Salem Investment Counselors Inc. | 0.01% | No change | 2,163 | $524K |
| Perkins Coie Trust Co | 0.09% | No change | 2,162 | $524K |
| Inscription Capital, LLC | 0.05% | Add +24.5% | 2,150 | $521K |
| Gibson Capital, LLC | 0.09% | No change | 2,146 | $520K |
| Sentinel Wealth Management, Inc. | 0.37% | No change | 2,137 | $518K |
| Lodestar Private Asset Management LLC | 0.04% | Reduce -8.5% | 2,134 | $517K |
| COFG Advisors, LLC | 0.09% | Add +3.3% | 2,132 | $517K |
| Power Wealth Management LLC | 0.18% | No change | 2,131 | $517K |
| Clear Creek Financial Management, LLC | 0.03% | Add +5.9% | 2,131 | $517K |
| Private Wealth Partners, LLC | 0.04% | Add +41.1% | 2,130 | $516K |
| GreatBanc Trust CO | 0.32% | No change | 2,129 | $516K |
| Cornerstone Advisors Asset Management, LLC | 0.07% | Reduce -9.8% | 2,129 | $516K |
| Weatherly Asset Management L. P. | 0.04% | No change | 2,128 | $516K |
| Madison Wealth Partners, Inc | 0.07% | Add +9.0% | 2,128 | $516K |
| Harbor Group, Inc. | 0.06% | Add +0.1% | 2,120 | $514K |
| Sand Hill Global Advisors, LLC | 0.02% | Reduce -19.1% | 2,116 | $513K |
| Willner & Heller, LLC | 0.32% | Add +0.3% | 2,096 | $508K |
| Warren Street Wealth Advisors, LLC | 0.11% | No change | 2,088 | $506K |
| Lee, Kelleher & Klein Wealth Management | 0.26% | No change | 2,081 | $504K |
| First Nebraska Trust Co | 0.04% | No change | 2,077 | $504K |
| Smith Salley Wealth Management | 0.02% | Add +34.8% | 2,075 | $503K |
| DDD Partners, LLC | 0.03% | New | 2,072 | $502K |
| Canal Capital Management, LLC | 0.06% | Add +0.3% | 2,071 | $502K |
| Bravias Capital Group, LLC | 0.30% | Reduce -2.2% | 2,058 | $499K |
| Deroy & Devereaux Private Investment Counsel Inc. | 0.02% | No change | 2,060 | $499K |
| Red Door Wealth Management, LLC | 0.05% | No change | 2,056 | $498K |
| Sonoma Private Wealth LLC | 0.53% | New | 2,051 | $497K |
| Ballew Advisors, Inc | 0.26% | No change | 2,011 | $496K |
| Cypress Wealth Services, LLC | 0.06% | Reduce -2.5% | 2,044 | $495K |
| Granite Bay Wealth Management, LLC | 0.05% | Add +49.7% | 2,042 | $495K |
| SC&H Financial Advisors, Inc. | 0.07% | Reduce -5.6% | 2,033 | $493K |
| Arvest Investments, Inc. | 0.06% | Add +7.4% | 2,029 | $492K |
| Diversified Management Inc. | 0.10% | Add +4.8% | 2,027 | $491K |
| Advisory Alpha, LLC | 0.01% | Reduce -4.3% | 2,019 | $490K |
| Compass Financial Management LLC | 0.06% | — | 1,937 | $489K |
| Compound Planning, Inc. | 0.01% | Add +0.2% | 2,011 | $487K |
| United Financial Planning Group LLC | 0.25% | Add +9900.0% | 2,000 | $485K |
| Cullen Capital Management, LLC | 0.00% | Reduce -80.0% | 2,000 | $485K |
| Tortuga Wealth Management, Inc | 0.37% | Reduce -12.8% | 1,997 | $484K |
| Baring Financial LLC | 0.27% | Add +9.7% | 1,996 | $484K |
| Beacon Investment Advisory Services, Inc. | 0.02% | Reduce -9.5% | 1,995 | $484K |
| Sargent Investment Group, LLC | 0.06% | New | 1,991 | $483K |
| Parkshore Wealth Management, Inc. | 0.14% | Reduce -20.6% | 1,983 | $481K |
| Mason Investment Advisory Services, Inc. | 0.02% | Reduce -2.1% | 1,979 | $480K |
| MSH Capital Advisors LLC | 0.08% | Reduce -4.1% | 1,977 | $479K |
| Gray Private Wealth, LLC | 0.21% | No change | 1,970 | $478K |
| Spartan Wealth Advisory Services LLC | 0.04% | No change | 1,970 | $478K |
| River's Edge Wealth Management, LLC | 0.42% | Add +0.1% | 1,931 | $478K |
| Silver Oak Securities, Incorporated | 0.03% | No change | 1,964 | $476K |
| Stockman Wealth Management, Inc. | 0.05% | Add +47.1% | 1,963 | $476K |
| LJI Wealth Management, LLC | 0.07% | New | 1,962 | $476K |
| Pasadena Private Wealth, LLC | 0.06% | No change | 1,959 | $475K |
| Allstate Corp. | 0.00% | Add +2.8% | 1,954 | $474K |
| IMA Advisory Services, Inc. | 0.03% | New | 1,933 | $469K |
| Mascagni Wealth Management, Inc. | 0.29% | No change | 1,930 | $468K |
| North Dallas Bank & Trust Co. | 0.28% | No change | 1,927 | $467K |
| Curtis Wealth Management LLC | 0.40% | No change | 1,926 | $467K |
| MCF Advisors LLC | 0.02% | Reduce -44.5% | 1,924 | $466K |
| Blue Bell Private Wealth Management, LLC | 0.06% | No change | 1,914 | $464K |
| PUREfi Wealth, LLC | 0.25% | No change | 1,914 | $464K |
| Arbor Wealth Advisors LLC | 0.28% | No change | 1,910 | $463K |
| Atticus Wealth Management, LLC | 0.11% | No change | 1,909 | $463K |
| ORBA Wealth Advisors, L.L.C. | 0.40% | Add +97.8% | 1,907 | $462K |
| ASL Financial, LLC | 0.32% | Add +0.2% | 1,900 | $461K |
| Miller Howard Investments Inc. | 0.01% | Add +65.7% | 1,900 | $461K |
| Integris Wealth Management, LLC | 0.09% | No change | 1,900 | $461K |
| Trexquant Investment LP | 0.00% | New | 1,900 | $461K |
| Plum Street Advisors, LLC | 0.15% | No change | 1,899 | $460K |
| Galvin, Gaustad & Stein, LLC | 0.03% | Reduce -74.3% | 1,898 | $460K |
| Pittenger & Anderson Inc. | 0.02% | No change | 1,895 | $459K |
| Riverstone Advisors, LLC | 0.19% | Add +0.1% | 1,884 | $457K |
| Glen Eagle Advisors, LLC | 0.06% | No change | 1,879 | $456K |
| SteelPeak Wealth, LLC | 0.01% | No change | 1,874 | $454K |
| Ironwood Investment Management LLC | 0.16% | No change | 1,867 | $453K |
| Obermeyer Wealth Partners | 0.02% | Reduce -37.0% | 1,867 | $453K |
| Plus Group Wealth Advisors LLC | 0.42% | Reduce -0.3% | 1,861 | $451K |
| Jamison Private Wealth Management, Inc. | 0.05% | Add +1.1% | 1,852 | $449K |
| WASHINGTON TRUST Co | 0.01% | No change | 1,852 | $449K |
| Gateway Wealth Partners, LLC | 0.03% | Reduce -46.5% | 1,851 | $449K |
| McDonald Partners LLC | 0.11% | No change | 1,850 | $448K |
| Arlington Trust Co LLC | 0.04% | No change | 1,849 | $448K |
| Strategic Planning Group, LLC | 0.05% | Add +0.3% | 1,842 | $447K |
| PACK Private Wealth, LLC | 0.18% | No change | 1,842 | $447K |
| Selective Wealth Management, Inc. | 0.12% | Add +36.0% | 1,800 | $446K |
| ShoreHaven Wealth Partners, LLC | 0.14% | No change | 1,837 | $445K |
| Gallagher Fiduciary Advisors, LLC | 0.01% | New | 1,827 | $443K |
| Coppell Advisory Solutions LLC | 0.04% | New | 1,898 | $442K |
| Crewe Advisors LLC | 0.03% | Reduce -3.1% | 1,821 | $441K |
| Joel Adams & Associates, Inc. | 0.28% | Reduce -44.8% | 1,819 | $441K |
| Howe & Rusling Inc. | 0.03% | Add +21.5% | 1,817 | $441K |
| Cassia Capital Partners, LLC | 0.21% | No change | 1,814 | $440K |
| Cypress Capital Group | 0.04% | No change | 1,805 | $438K |
| GW&K Investment Management, LLC | 0.00% | No change | 1,804 | $437K |
| Centerpoint Advisors, LLC | 0.12% | Reduce -17.1% | 1,800 | $436K |
| NWF Advisory Services Inc. | 0.04% | No change | 1,797 | $435K |
| Washington Trust Bank | 0.03% | Reduce -43.0% | 1,793 | $435K |
| First American Trust, FSB | 0.03% | Add +68.8% | 1,788 | $433K |
| JB Capital LLC | 0.01% | Add +12.8% | 1,784 | $433K |
| Bayban | 0.33% | No change | 1,784 | $432K |
| Fairway Wealth LLC | 0.10% | Add +2.1% | 1,782 | $432K |
| Box Hill Private Wealth LLC | 0.35% | Add +0.3% | 1,778 | $431K |
| Tailwinds Wealth, LLC | 0.25% | New | 1,776 | $431K |
| Abacus Wealth Partners, LLC | 0.05% | Reduce -4.6% | 1,772 | $430K |
| Bay Capital Advisors, LLC | 0.23% | Reduce -3.4% | 1,770 | $429K |
| Catalyst Financial Partners LLC | 0.04% | Add +31.5% | 1,769 | $429K |
| Matisse Capital | 0.17% | Add +0.1% | 1,765 | $428K |
| Navigate Wealth Management, LLC | 0.26% | No change | 1,724 | $428K |
| Altus Wealth Management, LLC | 0.16% | No change | 1,761 | $427K |
| Armstrong Advisory Group, Inc. | 0.03% | Reduce -9.5% | 1,756 | $426K |
| SVB Wealth LLC | 0.03% | No change | 1,754 | $425K |
| Park Edge Advisors, LLC | 0.09% | No change | 1,748 | $424K |
| Collaborative Wealth Managment Inc. | 0.18% | New | 1,744 | $423K |
| Vantage Point Financial LLC | 0.13% | No change | 1,744 | $423K |
| Wealth Management Partners, LLC | 0.10% | No change | 1,735 | $421K |
| Sharper & Granite LLC | 0.13% | Add +48.8% | 1,724 | $418K |
| Rainey & Randall Wealth Advisors Inc. | 0.06% | No change | 1,722 | $418K |
| Two Sigma Securities, LLC | 0.04% | Reduce -89.1% | 1,720 | $417K |
| Emergent Wealth Advisors, LLC | 0.22% | Add +0.3% | 1,717 | $416K |
| Retireful, LLC | 0.39% | No change | 1,662 | $415K |
| Orrstown Financial Services Inc. | 0.06% | No change | 1,705 | $413K |
| Highline Wealth Partners LLC | 0.08% | Reduce -15.0% | 1,704 | $413K |
| Forum Private Client Group LLC | 0.12% | Reduce -1.5% | 1,701 | $412K |
| Elm Partners Management LLC | 0.01% | Reduce -4.9% | 1,698 | $412K |
| LVW Advisors, LLC | 0.04% | No change | 1,690 | $410K |
| Rathbones Group PLC | 0.00% | No change | 1,684 | $408K |
| Ibex Wealth Advisors | 0.03% | Add +0.3% | 1,680 | $407K |
| Team Hewins, LLC | 0.11% | No change | 1,678 | $407K |
| Cathy Pareto & Associates, Inc. | 0.24% | Add +0.4% | 1,676 | $406K |
| Alliance Wealth Management Group | 0.08% | Reduce -2.9% | 1,675 | $406K |
| Prevail Innovative Wealth Advisors, LLC | 0.06% | New | 1,671 | $405K |
| Opal Wealth Advisors, LLC | 0.09% | Reduce -46.3% | 1,669 | $405K |
| Farmers & Merchants Trust Co of Chambersburg PA | 0.10% | No change | 1,664 | $403K |
| Aspire Private Capital, LLC | 0.08% | No change | 1,660 | $402K |
| Sharp Wealth Advisory, LLC | 0.19% | Reduce -1.4% | 1,658 | $402K |
| First Command Advisory Services, Inc. | 0.00% | Reduce -0.6% | 1,651 | $400K |
| S.E.E.D. Planning Group LLC | 0.11% | No change | 1,649 | $400K |
| Pinnacle Bancorp, Inc. | 0.10% | Reduce -15.4% | 1,649 | $400K |
| BCGM Wealth Management, LLC | 0.08% | Add +0.1% | 1,645 | $399K |
| Financial Life Planners | 0.26% | Add +0.3% | 1,643 | $398K |
| Causey Wealth LLC | 0.16% | Add +0.1% | 1,638 | $397K |
| Appleton Partners Inc. | 0.02% | No change | 1,639 | $397K |
| JNBA Financial Advisors | 0.03% | Reduce -0.7% | 1,637 | $397K |
| Elevation Wealth Management LLC | 0.30% | Reduce -16.5% | 1,636 | $397K |
| Csenge Advisory Group | 0.02% | Add +4.2% | 1,635 | $396K |
| Nomura Asset Management International Inc. | 0.00% | Reduce -71.2% | 1,635 | $396K |
| Hunter Associates Investment Management LLC | 0.05% | No change | 1,630 | $395K |
| Align Financial, LLC | 0.20% | No change | 1,626 | $394K |
| Berkeley, Inc | 0.12% | Reduce -0.7% | 1,624 | $394K |
| Talisman Wealth Advisors LLC | 0.29% | Reduce -8.6% | 1,624 | $394K |
| Merrion Investment Management Co, LLC | 0.19% | New | 1,620 | $393K |
| Powerhouse Assets LLC | 0.32% | No change | 1,615 | $392K |
| Renasant Bank | 0.25% | Reduce -16.1% | 1,613 | $391K |
| FFT Wealth Management LLC | 0.06% | Add +15.2% | 1,610 | $390K |
| TD Capital Management LLC | 0.03% | Add +0.3% | 1,610 | $390K |
| Aerodigm Wealth, LLC | 0.13% | Reduce -1.4% | 1,607 | $390K |
| Financial Sense Advisors, Inc. | 0.08% | Reduce -11.8% | 1,599 | $388K |
| Poehling Capital Management, INC. | 0.08% | Reduce -15.8% | 1,590 | $386K |
| Riverbend Wealth Management, LLC | 0.20% | Add +0.1% | 1,582 | $384K |
| Kondo Wealth Advisors, Inc. | 0.13% | Reduce -2.3% | 1,580 | $383K |
| Ascent Advisors, LLC | 0.44% | Reduce -61.1% | 1,570 | $383K |
| Integrated Advisors Network LLC | 0.02% | Reduce -29.2% | 1,579 | $383K |
| Hamilton Wealth, LLC | 0.07% | No change | 1,576 | $382K |
| Acima Private Wealth, LLC | 0.11% | No change | 1,570 | $381K |
| James J. Burns & Company, LLC | 0.04% | No change | 1,570 | $381K |
| Compass Capital Management, Inc. | 0.02% | No change | 1,564 | $379K |
| Matrix Private Capital Group LLC | 0.16% | Add +0.1% | 1,562 | $379K |
| Ledyard National Bank | 0.03% | Reduce -1.3% | 1,562 | $379K |
| Cordgrass Capital Advisors, LLC | 0.14% | No change | 1,559 | $378K |
| McClarren Financial Advisors, Inc. | 0.19% | Add +0.2% | 1,554 | $377K |
| Stonehearth Capital Management, LLC | 0.13% | No change | 1,553 | $376K |
| Doliver Advisors, LP | 0.09% | No change | 1,550 | $376K |
| Point Windward Advisors Inc. | 0.17% | No change | 1,549 | $376K |
| King Wealth Management Group | 0.04% | No change | 1,548 | $375K |
| Balentine LLC | 0.01% | No change | 1,546 | $375K |
| Citizens Business Bank | 0.06% | Reduce -4.9% | 1,545 | $375K |
| Nicholas Hoffman & Company, LLC. | 0.01% | No change | 1,535 | $372K |
| JT Stratford LLC | 0.04% | No change | 1,534 | $372K |
| Trust Co | 0.03% | Reduce -1.7% | 1,531 | $371K |
| Single Point Partners, LLC | 0.07% | Reduce -0.2% | 1,528 | $370K |
| Trust Co. of Toledo NA | 0.03% | No change | 1,522 | $369K |
| Farmers National Bank | 0.08% | Reduce -14.0% | 1,509 | $366K |
| Oliver Luxxe Assets LLC | 0.05% | Reduce -3.2% | 1,507 | $365K |
| Legacy Wealth Management, LLC | 0.02% | Reduce -24.2% | 1,504 | $365K |
| Boreal Capital Management LLC | 0.31% | No change | 1,500 | $364K |
| Thompson Investment Management, Inc. | 0.04% | No change | 1,500 | $364K |
| W1M Asset Management Ltd | 0.00% | Add +16.3% | 1,498 | $363K |
| Ewa, LLC | 0.07% | Reduce -1.8% | 1,497 | $363K |
| Wealth Architects, LLC | 0.03% | Reduce -0.1% | 1,496 | $363K |
| Wharton Business Group, LLC | 0.01% | No change | 1,496 | $363K |
| Institute for Wealth Management, LLC. | 0.03% | Reduce -22.4% | 1,493 | $362K |
| Eagle Rock Investment Company, LLC | 0.04% | Reduce -1.7% | 1,488 | $361K |
| Members Wealth LLC | 0.20% | Add +11.8% | 1,487 | $360K |
| Baker Ellis Asset Management LLC | 0.04% | No change | 1,486 | $360K |
| Franklin, Parlapiano, Turner & Welch, LLC | 0.08% | No change | 1,485 | $360K |
| LaFleur & Godfrey LLC | 0.04% | Reduce -4.6% | 1,484 | $360K |
| Easterly Investment Partners LLC | 0.02% | No change | 1,484 | $360K |
| LMCG Investments, LLC | 0.02% | No change | 1,479 | $359K |
| EdgeRock Capital LLC | 0.08% | Reduce -39.0% | 1,476 | $358K |
| NFJ Investment Group, LLC | 0.01% | Add +188.7% | 1,475 | $358K |
| Evernest Financial Advisors, LLC | 0.07% | No change | 1,462 | $354K |
| Pinnacle Wealth Management Group, Inc. | 0.17% | Reduce -2.4% | 1,459 | $354K |
| Principle Wealth Partners LLC | 0.02% | No change | 1,453 | $352K |
| Mechanics Bank Trust Department | 0.04% | Add +6.6% | 1,448 | $351K |
| Trek Financial, LLC | 0.02% | Add +0.7% | 1,447 | $351K |
| Financial Alternatives, Inc | 0.17% | No change | 1,436 | $348K |
| Arlington Financial Advisors, LLC | 0.04% | No change | 1,434 | $348K |
| 3Chopt Investment Partners, LLC | 0.07% | Add +28.4% | 1,433 | $347K |
| IFG Advisors, LLC | 0.05% | Add +0.2% | 1,431 | $347K |
| Latitude Advisors, LLC | 0.14% | Add +19.9% | 1,426 | $346K |
| Praetorian Wealth Management, Inc. | 0.06% | No change | 1,425 | $345K |
| Verus Wealth Management, LLC | 0.28% | No change | 1,424 | $345K |
| Sollinda Capital Management LLC | 0.07% | No change | 1,423 | $345K |
| Pinnacle Wealth Management Advisory Group, LLC | 0.02% | Reduce -5.6% | 1,423 | $345K |
| Keb Asset Management, LLC | 0.06% | No change | 1,420 | $344K |
| Bright Futures Wealth Management, LLC. | 0.22% | No change | 1,419 | $344K |
| Campion Asset Management | 0.21% | No change | 1,419 | $344K |
| Roberts Glore & Co. Inc. | 0.08% | No change | 1,417 | $344K |
| WealthTrust Axiom LLC | 0.08% | No change | 1,414 | $343K |
| Watershed Private Wealth LLC | 0.10% | No change | 1,413 | $343K |
| Wilkins Miller Wealth Management, LLC | 0.19% | No change | 1,412 | $342K |
| Northwest Quadrant Wealth Management, LLC | 0.06% | Add +0.4% | 1,406 | $341K |
| SageView Advisory Group, LLC | 0.01% | Reduce -7.8% | 1,403 | $340K |
| Summit Investment Advisory Services, LLC | 0.09% | No change | 1,399 | $339K |
| Trilogy Capital Inc. | 0.01% | Add +2.0% | 1,396 | $338K |
| TFC Financial Management, Inc. | 0.04% | Add +0.1% | 1,378 | $334K |
| NBT Bank, N.A. | 0.02% | No change | 1,375 | $333K |
| Layline Advisors, LLC | 0.30% | Add +0.5% | 1,373 | $333K |
| Horst & Graben Wealth Management LLC | 0.04% | No change | 1,362 | $332K |
| NerdWallet Wealth Partners, LLC | 0.11% | Add +6.0% | 1,370 | $332K |
| Sachem Hill LLC | 0.06% | Reduce -21.7% | 1,367 | $331K |
| Maseco LLP | 0.01% | No change | 1,361 | $330K |
| Watchman Group, Inc. | 0.07% | Reduce -2.9% | 1,357 | $329K |
| Simmons Bank | 0.02% | New | 1,353 | $328K |
| Cornerstone Management, Inc. | 0.05% | Reduce -0.7% | 1,348 | $327K |
| CFG Wealth Management Services, Inc. | 0.32% | No change | 1,527 | $326K |
| Keebeck Wealth Management | 0.03% | Reduce -21.1% | 1,344 | $326K |
| Alvarez & Marsal Private Wealth Partners, LLC | 0.04% | Reduce -31.9% | 1,340 | $325K |
| Stephenson & Company, Inc. | 0.15% | Reduce -13.9% | 1,336 | $324K |
| WealthShield Partners, LLC | 0.05% | Reduce -71.7% | 1,336 | $324K |
| Fermata Advisors, LLC | 0.07% | Reduce -19.3% | 1,331 | $323K |
| Strategic Financial Partners, Ltd. | 0.12% | Reduce -1.6% | 1,329 | $322K |
| Portfolio Resources Advisor Group, Inc. | 0.27% | No change | 1,327 | $322K |
| Lansing Street Advisors | 0.07% | Add +0.3% | 1,325 | $321K |
| Sicart Associates LLC | 0.08% | No change | 1,317 | $319K |
| Tanglewood Wealth Management, Inc. | 0.03% | No change | 1,313 | $318K |
| Red Lighthouse Investment Management, LLC | 0.09% | No change | 1,308 | $317K |
| MorganRosel Wealth Management, LLC | 0.11% | No change | 1,307 | $317K |
| Vestor Capital, LLC | 0.02% | Add +688.1% | 5,911 | $316K |
| Lakeridge Wealth Management LLC | 0.12% | Add +0.1% | 1,301 | $315K |
| Moody LYNN Lieberson & Walker, LLC | 0.02% | Reduce -13.0% | 1,300 | $315K |
| Pillar Financial Advisors, LLC | 0.16% | Reduce -3.0% | 1,297 | $314K |
| Foster Group, Inc. | 0.01% | New | 1,296 | $314K |
| Clear Trail Advisors, LLC | 0.05% | Reduce -23.1% | 1,294 | $314K |
| Allium Financial Advisors, LLC | 0.20% | No change | 1,291 | $313K |
| Wealthstar Advisors, LLC | 0.16% | Add +27.8% | 1,286 | $312K |
| MTM Investment Management, LLC | 0.09% | No change | 1,281 | $311K |
| Arista Wealth Management, LLC | 0.03% | Reduce -28.1% | 1,279 | $310K |
| S.A. Mason LLC | 0.10% | No change | 1,277 | $310K |
| TD Waterhouse Canada Inc. | 0.00% | Add +83.9% | 1,269 | $309K |
| Orion Capital Management LLC | 0.10% | No change | 1,274 | $309K |
| RMR Capital Management, LLC | 0.21% | No change | 1,273 | $309K |
| Chicago Capital, LLC | 0.01% | Add +19.1% | 1,272 | $308K |
| PDS Planning, Inc | 0.02% | Reduce -0.1% | 1,269 | $308K |
| Wealthfront Advisers LLC | 0.00% | Add +3.3% | 1,269 | $308K |
| Gemmer Asset Management LLC | 0.02% | Reduce -4.3% | 1,267 | $307K |
| Christensen, King & Associates Investment Services, Inc. | 0.12% | No change | 1,266 | $307K |
| One Wealth Advisors, LLC | 0.03% | Reduce -7.3% | 1,264 | $306K |
| Oak Family Advisors, LLC | 0.09% | No change | 1,263 | $306K |
| Crews Bank & Trust | 0.04% | Reduce -0.8% | 1,259 | $305K |
| Elwood & Goetz Wealth Advisory Group, LLC | 0.05% | No change | 1,258 | $305K |
| Kohmann Bosshard Financial Services, LLC | 0.03% | Add +2.2% | 1,254 | $304K |
| Persium Advisors, LLC | 0.20% | No change | 1,246 | $302K |
| Retirement Solution LLC | 0.06% | Add +7.6% | 1,246 | $302K |
| Penobscot Investment Management Company, Inc. | 0.02% | No change | 1,245 | $302K |
| Parr McKnight Wealth Management Group, LLC | 0.04% | No change | 1,239 | $300K |
| CCM Investment Advisers LLC | 0.02% | New | 1,235 | $299K |
| Atwood & Palmer Inc. | 0.02% | No change | 1,234 | $299K |
| Old North State Trust, LLC | 0.15% | Reduce -2.7% | 1,232 | $299K |
| Raab & Moskowitz Asset Management LLC | 0.06% | Reduce -3.9% | 1,229 | $298K |
| Greenhouse Wealth Management, LLC | 0.21% | No change | 1,221 | $296K |
| Cozad Asset Management Inc. | 0.02% | Add +2.9% | 1,221 | $296K |
| Abner Herrman & Brock LLC | 0.03% | No change | 1,220 | $296K |
| Alliance Wealth Advisors, LLC | 0.12% | No change | 1,218 | $295K |
| Planwiser Financial, LLC | 0.20% | No change | 1,217 | $295K |
| Novem Group | 0.03% | Add +4.9% | 1,217 | $295K |
| Commons Capital, LLC | 0.21% | Add +0.1% | 1,214 | $294K |
| Fort Washington Investment Advisors Inc. | 0.00% | Add +2.4% | 1,213 | $294K |
| 180 Wealth Advisors, LLC | 0.03% | Add +4.4% | 1,211 | $294K |
| Heritage Wealth Management, Inc. | 0.15% | No change | 1,207 | $293K |
| Global Assets Advisory, LLC | 0.06% | Add +26.9% | 1,195 | $292K |
| Lebenthal Global Advisors, LLC | 0.04% | Reduce -18.4% | 1,204 | $292K |
| Elevation Wealth Partners, LLC | 0.09% | Reduce -1.6% | 1,201 | $291K |
| Addison Capital Co | 0.05% | Reduce -7.0% | 1,200 | $291K |
| Howard Financial Services, LTD. | 0.03% | No change | 1,200 | $291K |
| Formidable Asset Management, LLC | 0.05% | Add +0.2% | 1,349 | $288K |
| ESL Trust Services, LLC | 0.05% | Add +118.5% | 1,171 | $284K |
| First PREMIER Bank | 0.05% | No change | 1,169 | $283K |
| Commonwealth Retirement Investments LLC | 0.08% | No change | 1,166 | $283K |
| SK Wealth Management, LLC | 0.06% | Add +0.4% | 1,093 | $282K |
| Liberty Wealth Management LLC | 0.04% | No change | 1,319 | $282K |
| Falcon Wealth Planning | 0.02% | Reduce -3.6% | 1,160 | $281K |
| SP Asset Management LLC | 0.02% | Add +0.3% | 1,159 | $281K |
| Alpha Financial Partners LLC | 0.15% | Add +0.3% | 1,158 | $281K |
| Pecaut & Co. | 0.09% | Add +0.1% | 1,156 | $280K |
| Curated Wealth Partners LLC | 0.03% | No change | 1,150 | $279K |
| Kastel Capital Advisors, LLC | 0.18% | No change | 1,303 | $278K |
| Patriot Investment Management Group, Inc. | 0.02% | No change | 1,146 | $278K |
| FSM Wealth Advisors, LLC | 0.03% | No change | 1,136 | $275K |
| Patten & Patten Inc. | 0.01% | No change | 1,135 | $275K |
| Timonier Family Office, LTD. | 0.08% | — | 1,135 | $275K |
| Elk River Wealth Management LLC | 0.04% | Reduce -20.6% | 1,135 | $275K |
| Millennium Capital Advisors, LLC | 0.15% | No change | 1,134 | $275K |
| Kathmere Capital Management, LLC | 0.01% | No change | 1,133 | $275K |
| Addison Advisors LLC | 0.13% | No change | 1,132 | $274K |
| Harmony Asset Management LLC | 0.07% | No change | 1,132 | $274K |
| Bank of Hawaii | 0.01% | Reduce -37.2% | 1,132 | $274K |
| Englebert Financial Advisers, LLC | 0.27% | No change | 1,131 | $274K |
| Northstar Asset Management Inc. | 0.08% | Reduce -5.2% | 1,128 | $273K |
| Clayton Financial Group LLC | 0.15% | Reduce -50.4% | 1,128 | $273K |
| Factor Wealth Management LTD | 0.04% | New | 1,123 | $272K |
| Tempo Wealth, LLC | 0.04% | Add +0.4% | 1,118 | $271K |
| Investment Research Partners LLC | 0.09% | No change | 1,114 | $270K |
| Insight Wealth Strategies, LLC | 0.03% | Add +0.1% | 1,107 | $270K |
| QTR Family Wealth, LLC | 0.09% | Add +0.1% | 1,114 | $270K |
| CDKV Holdings LLC | 0.21% | No change | 1,111 | $269K |
| TRB Wealth Management, LLC | 0.04% | No change | 1,109 | $269K |
| Meridian Financial Partners LLC | 0.09% | Reduce -17.1% | 1,087 | $269K |
| Wealthquest Corp | 0.02% | New | 1,107 | $268K |
| Monument Group Wealth Advisors, LLC | 0.13% | Add +397.0% | 5,840 | $268K |
| Objective Capital Management, LLC | 0.24% | New | 1,104 | $268K |
| Pennsylvania Capital Management Inc. | 0.07% | New | 1,103 | $267K |
| V2 Financial group LLC | 0.10% | No change | 1,100 | $267K |
| First American Bank | 0.01% | Reduce -2.4% | 1,100 | $267K |
| KilterHowling LLC | 0.12% | Add +0.3% | 1,098 | $266K |
| Tandemgrowth Financial Advisors LLC | 0.22% | No change | 1,098 | $266K |
| Financial Advisory Corp | 0.04% | New | 1,097 | $266K |
| First Pacific Financial | 0.03% | Reduce -48.1% | 1,096 | $266K |
| Asset One Wealth Management LLC | 0.03% | Reduce -0.1% | 1,071 | $265K |
| Voisard Asset Management Group, Inc. | 0.05% | Add +9.2% | 1,090 | $264K |
| Dunhill Financial, LLC | 0.05% | Add +391.0% | 1,090 | $264K |
| Stone Summit Wealth LLC | 0.07% | No change | 1,086 | $263K |
| Farringdon Capital, Ltd. | 0.13% | Reduce -11.2% | 1,083 | $263K |
| Values Added Financial LLC | 0.09% | No change | 1,083 | $263K |
| Roundview Capital LLC | 0.01% | No change | 1,082 | $262K |
| Garden State Investment Advisory Services LLC | 0.05% | Reduce -0.4% | 1,073 | $260K |
| Investor's Fiduciary Advisor Network, LLC | 0.09% | Reduce -9.0% | 1,076 | $260K |
| Laurel Wealth Advisors LLC | 0.03% | No change | 1,070 | $259K |
| High Net Worth Advisory Group LLC | 0.06% | No change | 1,070 | $259K |
| Strategic Wealth Partners, Ltd. | 0.02% | No change | 1,070 | $259K |
| Armstrong, Fleming & Moore, Inc | 0.09% | Add +0.3% | 1,069 | $259K |
| Braun-Bostich & Associates Inc. | 0.14% | New | 1,067 | $259K |
| Jackson Thornton Wealth Management, LLC | 0.02% | Reduce -3.6% | 1,066 | $258K |
| Wellington Grp LLC | 0.07% | Add +2.6% | 1,066 | $258K |
| Retiremitten Financial LLC | 0.11% | Add +8.8% | 1,065 | $258K |
| Pines Wealth Management, LLC | 0.07% | Reduce -2.6% | 1,065 | $258K |
| USAdvisors Wealth Management, LLC | 0.07% | Reduce -13.4% | 1,065 | $258K |
| Vaughan David Investments LLC | 0.01% | No change | 1,063 | $258K |
| Hills Bank & Trust Co | 0.01% | Add +46.2% | 1,060 | $257K |
| Ballast Rock Private Wealth LLC | 0.12% | New | 1,057 | $256K |
| Headland Capital, LLC | 0.06% | No change | 1,055 | $256K |
| Builder Investment Group Inc. | 0.05% | No change | 1,055 | $256K |
| CPR Investments Inc. | 0.20% | New | 1,053 | $255K |
| Barnes Wealth Management Group, Inc | 0.12% | Reduce -2.9% | 1,052 | $255K |
| Donaldson Capital Management, LLC | 0.01% | Reduce -9.8% | 1,052 | $255K |
| Inspire Advisors, LLC | 0.02% | Add +1.6% | 1,052 | $255K |
| Mountain Pacific Investment Advisers LLC | 0.04% | No change | 1,050 | $255K |
| Forbes J M & Co. LLP | 0.02% | No change | 1,050 | $255K |
| West Financial Advisors, LLC | 0.04% | Reduce -2.0% | 1,049 | $254K |
| Luken Investment Analytics, LLC | 0.09% | No change | 1,047 | $254K |
| Keystone Financial Group | 0.01% | No change | 1,044 | $253K |
| Richard P Slaughter Associates Inc | 0.05% | No change | 1,042 | $253K |
| Hourglass Capital, LLC | 0.05% | No change | 1,039 | $252K |
| Millstone Evans Group, LLC | 0.14% | No change | 1,039 | $252K |
| Missouri Trust & Investment Co | 0.07% | Reduce -16.7% | 1,000 | $252K |
| Keating Financial Advisory Services, Inc. | 0.03% | Add +15.3% | 1,037 | $251K |
| True Link Financial Advisors, LLC | 0.01% | Reduce -21.1% | 1,033 | $250K |
| Schneider Downs Wealth Management Advisors, LP | 0.02% | No change | 1,032 | $250K |
| Thoroughbred Financial Services, LLC | 0.01% | No change | 1,033 | $250K |
| Lakeshore Financial Planning, Inc. | 0.08% | No change | 1,028 | $249K |
| Hurley Capital, LLC | 0.13% | Add +0.3% | 1,029 | $249K |
| Clarity Wealth Advisors, LLC | 0.04% | No change | 1,028 | $249K |
| Pacific Excel Wealth Advisors, Inc. | 0.10% | New | 1,025 | $248K |
| Heritage Family Offices, LLP | 0.10% | No change | 1,025 | $248K |
| West Paces Advisors Inc. | 0.04% | No change | 1,024 | $248K |
| Bluesphere Advisors LLC | 0.08% | Add +0.2% | 1,023 | $248K |
| Beaird Harris Wealth Management, LLC | 0.02% | Reduce -10.3% | 1,023 | $248K |
| Beacon Bank & Trust | 0.05% | No change | 1,022 | $248K |
| Capital Advisors Inc. | 0.00% | New | 1,022 | $248K |
| Albion Financial Group | 0.01% | New | 1,021 | $248K |
| Tilson Financial Group, Inc. | 0.07% | Add +0.1% | 1,019 | $247K |
| Maple Capital Management, Inc. | 0.01% | No change | 1,018 | $247K |
| Fiera Capital Corp | 0.00% | No change | 1,016 | $246K |
| Cannon Financial Strategists, Inc. | 0.03% | No change | 1,015 | $246K |
| Sacks & Associates, LLC | 0.17% | No change | 974 | $245K |
| Inspirion Wealth Advisors, LLC | 0.03% | No change | 1,004 | $245K |
| LBMC Investment Advisors, LLC | 0.01% | New | 1,009 | $245K |
| Founders Capital Management | 0.11% | No change | 1,007 | $244K |
| CSS LLC | 0.03% | No change | 1,007 | $244K |
| Neumann Capital Management, LLC | 0.16% | No change | 1,006 | $244K |
| Country Trust Bank | 0.00% | No change | 1,003 | $243K |
| Gordian Advisors LLC | 0.14% | No change | 1,001 | $243K |
| First City Capital Management, Inc. | 0.12% | No change | 1,000 | $242K |
| Oarsman Capital, Inc. | 0.03% | No change | 1,000 | $242K |
| Burns J W & Co. Inc. | 0.03% | No change | 1,000 | $242K |
| Hemenway Trust Co LLC | 0.02% | No change | 1,000 | $242K |
| Charles Schwab Trust Co | 0.01% | No change | 999 | $242K |
| Lighthouse Financial LLC | 0.13% | Reduce -1.0% | 994 | $241K |
| Crumly & Associates Inc. | 0.05% | Reduce -28.3% | 992 | $240K |
| Accredited Investor Services, LLC | 0.14% | Reduce -5.2% | 989 | $240K |
| Wilson & Boucher Capital Management, LLC | 0.14% | No change | 985 | $239K |
| Resolute Wealth Advisor, Inc. | 0.14% | No change | 1,112 | $238K |
| Columbia Asset Management | 0.04% | No change | 980 | $238K |
| Laffer Tengler Investments, Inc. | 0.04% | No change | 979 | $237K |
| Guerra Pan Advisors, LLC | 0.13% | No change | 978 | $237K |
| Connable Office Inc. | 0.02% | No change | 975 | $236K |
| Capital Investment Management, Inc. | 0.07% | New | 969 | $235K |
| Valpey Financial Services, LLC | 0.14% | Add +0.1% | 966 | $234K |
| Valtrion Capital Management, LLC | 0.17% | No change | 964 | $234K |
| City State Bank | 0.05% | No change | 962 | $233K |
| Howard Wealth Management, LLC | 0.09% | No change | 960 | $233K |
| Vision Capital Management, Inc. | 0.03% | No change | 958 | $232K |
| Princeton Global Asset Management LLC | 0.03% | Reduce -1.6% | 955 | $232K |
| Destiny Wealth Partners, LLC | 0.03% | Reduce -93.6% | 919 | $231K |
| Ledgewood Wealth Advisors, LLC | 0.12% | No change | 950 | $230K |
| Lantz Financial LLC | 0.04% | Reduce -82.1% | 949 | $230K |
| Adirondack Capital Advisors, LLC | 0.12% | No change | 947 | $230K |
| Security National Bank of Sioux City Iowa | 0.09% | New | 947 | $230K |
| Prasad Wealth Partners, LLC | 0.06% | Add +0.3% | 946 | $229K |
| Manuka Financial, LLC | 0.12% | No change | 946 | $229K |
| Shepherd Kaplan Krochuk, LLC | 0.18% | New | 938 | $227K |
| Foundry Financial Group, Inc. | 0.10% | New | 933 | $226K |
| Wingate Wealth Advisors, Inc. | 0.10% | New | 930 | $225K |
| Aspire Capital Advisors LLC | 0.04% | New | 927 | $225K |
| Strategic Investment Advisors / MI | 0.01% | New | 927 | $225K |
| Clifford Swan Investment Counsel LLC | 0.01% | New | 918 | $223K |
| Granite FO LLC | 0.12% | Add +0.2% | 917 | $222K |
| Aviance Capital Partners, LLC | 0.02% | New | 915 | $222K |
| Sage Private Wealth Group, LLC | 0.10% | New | 913 | $221K |
| FourThought Financial Partners, LLC | 0.02% | Reduce -5.8% | 912 | $221K |
| Barnes Pettey Financial Advisors, LLC | 0.07% | New | 906 | $220K |
| Interchange Capital Partners, LLC | 0.04% | New | 906 | $220K |
| Daner Wealth Management, LLC | 0.12% | New | 849 | $220K |
| Fairview Capital Investment Management, LLC | 0.01% | New | 905 | $219K |
| First Bancorp, Inc | 0.09% | New | 902 | $219K |
| LifeWealth Investments, LLC | 0.06% | Reduce -4.5% | 900 | $218K |
| West Branch Capital LLC | 0.05% | No change | 900 | $218K |
| VAUGHAN & Co SECURITIES, INC. | 0.10% | New | 897 | $217K |
| First Financial Bank - Trust Division | 0.02% | New | 896 | $217K |
| Ariel Investments | 0.00% | New | 895 | $217K |
| W.H. Cornerstone Investments Inc. | 0.12% | New | 891 | $216K |
| Compass Ion Advisors, LLC | 0.02% | New | 890 | $216K |
| Provident Investment Management, Inc. | 0.02% | Reduce -36.0% | 889 | $216K |
| Shelton Capital Management | 0.00% | New | 888 | $215K |
| KFA Private Wealth Group, LLC | 0.05% | New | 887 | $215K |
| Carroll Advisory Group, LLC | 0.07% | New | 887 | $215K |
| Vistica Wealth Advisors, LLC | 0.19% | New | 885 | $215K |
| Advocate Group LLC | 0.03% | New | 884 | $214K |
| Capital Advisors Wealth Management, LLC | 0.03% | New | 880 | $213K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.03% | Reduce -28.6% | 880 | $213K |
| IAG Wealth Partners, LLC | 0.02% | No change | 879 | $213K |
| Valtinson Bruner Financial Planning LLC | 0.05% | New | 879 | $213K |
| Discipline Wealth Solutions, LLC | 0.02% | New | 874 | $212K |
| Inlet Private Wealth, LLC | 0.05% | New | 873 | $212K |
| Tull Financial Group, Inc. | 0.08% | New | 872 | $211K |
| Westover Capital Advisors, LLC | 0.04% | New | 872 | $211K |
| Wealthcare Capital Management LLC | 0.02% | New | 872 | $211K |
| ForthRight Wealth Management, LLC | 0.05% | New | 866 | $210K |
| Opus Financial Solutions LLC | 0.17% | Reduce -9.1% | 864 | $209K |
| Lowe Brockenbrough & Co. Inc. | 0.01% | No change | 864 | $209K |
| WealthCollab, LLC | 0.08% | No change | 863 | $209K |
| Beverly Hills Private Wealth, LLC | 0.04% | New | 863 | $209K |
| Francis Financial, Inc. | 0.03% | New | 863 | $209K |
| Planning Alternatives Ltd. | 0.02% | New | 862 | $209K |
| Strathmore Capital Advisors, Inc. | 0.06% | New | 843 | $209K |
| Intellectus Partners, LLC | 0.04% | New | 859 | $208K |
| WJ Financial Advisors LLC | 0.15% | New | 856 | $208K |
| Old Peak Finance LLC | 0.10% | New | 856 | $208K |
| Archer Investment Management, LLC | 0.07% | Reduce -9.2% | 856 | $208K |
| Weaver Consulting Group | 0.04% | New | 856 | $208K |
| Greenwood Gearhart LLC | 0.01% | New | 856 | $208K |
| Cooper/Haims Advisors, LLC | 0.09% | New | 855 | $207K |
| Waterway Wealth Management, LLC | 0.04% | New | 855 | $207K |
| Firestone Capital Management | 0.04% | New | 855 | $207K |
| Aspire Growth Partners LLC | 0.12% | New | 854 | $207K |
| Journey Advisory Group, LLC | 0.02% | New | 852 | $207K |
| Maimon Wealth Management LTD. | 0.16% | New | 850 | $206K |
| Wernau Asset Management Inc. | 0.19% | New | 847 | $205K |
| Matauro, LLC | 0.03% | New | 846 | $205K |
| Cypress Financial Planning LLC | 0.05% | New | 845 | $205K |
| Shelton Wealth Management, LLC | 0.08% | New | 843 | $204K |
| Goldstone Financial Group, LLC | 0.02% | New | 842 | $204K |
| Manchester Financial Inc. | 0.04% | New | 842 | $204K |
| Peak Asset Management, LLC | 0.03% | New | 838 | $203K |
| Muirfield Wealth Advisors LLC | 0.13% | New | 836 | $203K |
| Absolute Capital Management, LLC | 0.05% | New | 836 | $203K |
| Sage Financial Management Group, Inc. | 0.06% | New | 832 | $202K |
| HCR Wealth Advisors | 0.02% | New | 831 | $202K |
| JMN Financial LLC | 0.16% | New | 830 | $201K |
| Dahring | Cusmano LLC | 0.11% | New | 828 | $201K |
| Seneschal Advisors, LLC | 0.14% | Reduce -13.1% | 828 | $201K |
| Sulzberger Capital Advisors, Inc. | 0.20% | New | 827 | $200K |
| SIMA Wealth Partners, LLC | 0.14% | Reduce -3.4% | 826 | $200K |
| NFSG Corp | 0.02% | Add +0.2% | 823 | $200K |
| BKM Wealth Management, LLC | 0.07% | Reduce -77.8% | 817 | $198K |
| Advocate Investing Services LLC | 0.15% | No change | 800 | $194K |
| TrustBank | 0.07% | New | 800 | $194K |
| Vima LLC | 0.19% | — | 799 | $194K |
| Creative Capital Management Investments LLC | 0.04% | No change | 794 | $192K |
| Private Wealth Management Group, LLC | 0.04% | Reduce -23.4% | 788 | $191K |
| KERR FINANCIAL PLANNING Corp | 0.21% | Add +0.1% | 788 | $191K |
| Allied Private Wealth LLC | 0.12% | — | 765 | $188K |
| Washington Trust Advisors, Inc. | 0.01% | Reduce -2.0% | 771 | $187K |
| Moisand Fitzgerald Tamayo, LLC | 0.02% | No change | 763 | $185K |
| Greykasell Wealth Strategies, Inc. | 0.07% | Add +0.3% | 762 | $185K |
| Marshall & Sterling Wealth Advisors Inc. | 0.11% | Reduce -3.1% | 755 | $183K |
| DB Fitzpatrick & Co, Inc | 0.14% | Reduce -0.8% | 736 | $178K |
| Caldwell Trust Co | 0.01% | Add +105.3% | 735 | $178K |
| Union Savings Bank | 0.07% | No change | 708 | $172K |
| SYM FINANCIAL Corp | 0.01% | Reduce -24.5% | 695 | $168K |
| CoreFirst Bank & Trust | 0.08% | Reduce -2.1% | 694 | $168K |
| Robinswood Financial LLC | 0.05% | Add +0.3% | 691 | $168K |
| Pacifica Partners Inc. | 0.05% | No change | 678 | $167K |
| Ares Financial Consulting, LLC | 0.12% | Add +0.4% | 684 | $166K |
| Forum Finance Group S.A. | 0.06% | No change | 835 | $164K |
| Collier Financial | 0.11% | Add +15.8% | 668 | $162K |
| Creative Financial Designs Inc. | 0.01% | No change | 664 | $161K |
| Frazier Financial Advisors, LLC | 0.08% | No change | 662 | $160K |
| Sellwood Investment Partners LLC | 0.06% | No change | 660 | $160K |
| High Point Wealth Management, LLC | 0.13% | No change | 659 | $160K |
| HM Payson & Co. | 0.00% | Reduce -50.5% | 658 | $160K |
| Centaurus Financial, Inc. | 0.01% | Reduce -16.7% | 643 | $156K |
| Flagship Wealth Advisors, LLC | 0.03% | Add +348.9% | 642 | $156K |
| Birchwood Financial Partners, Inc. | 0.13% | Add +0.2% | 634 | $154K |
| Morgan Dempsey Capital Management LLC | 0.07% | Reduce -3.5% | 631 | $153K |
| Copia Wealth Management | 0.09% | No change | 626 | $152K |
| MilWealth Group LLC | 0.03% | No change | 618 | $150K |
| Caldwell Sutter Capital, Inc. | 0.06% | Reduce -6.3% | 608 | $147K |
| Schroder Investment Management Group | 0.00% | No change | 600 | $145K |
| SHP Wealth Management | 0.01% | Reduce -2.3% | 588 | $143K |
| Windsor Advisory Group, LLC | 0.10% | No change | 586 | $142K |
| Wolff Wiese Magana LLC | 0.07% | No change | 583 | $141K |
| Palouse Capital Management, Inc. | 0.09% | No change | 577 | $140K |
| Silver Grove Financial Group, Inc. | 0.07% | Add +61.9% | 560 | $136K |
| S&T Bank | 0.04% | No change | 550 | $133K |
| HHM Wealth Advisors, LLC | 0.01% | Reduce -1.6% | 549 | $133K |
| Community Financial Services Group, LLC | 0.02% | Add +1.9% | 545 | $133K |
| Activest Wealth Management | 0.03% | Reduce -85.0% | 547 | $133K |
| Register Financial Advisors LLC | 0.04% | Add +0.2% | 527 | $128K |
| Basecamp Wealth Advisors LLC | 0.02% | No change | 522 | $126K |
| Provident Wealth Management, LLC | 0.03% | No change | 516 | $125K |
| United Community Bank | 0.04% | No change | 492 | $119K |
| JPL Wealth Management, LLC | 0.02% | No change | 491 | $119K |
| Arcadia Investment Advisors LLC | 0.05% | No change | 483 | $117K |
| Medallion Wealth Advisors, LLC | 0.04% | Reduce -55.2% | 480 | $116K |
| Key Capital Management, INC | 0.06% | No change | 479 | $116K |
| Capital Investment Counsel, Inc | 0.01% | No change | 475 | $115K |
| Coston, McIsaac & Partners | 0.02% | No change | 470 | $113K |
| Tompkins Financial Corp. | 0.01% | No change | 462 | $112K |
| Cape Investment Advisory, Inc. | 0.03% | New | 460 | $112K |
| Pin Oak Investment Advisors Inc. | 0.08% | No change | 454 | $110K |
| Gill Capital Partners, LLC | 0.03% | No change | 450 | $109K |
| Abound Wealth Management | 0.02% | Add +2.3% | 449 | $109K |
| Concord Wealth Partners | 0.01% | New | 447 | $108K |
| Bernard Wealth Management Corp. | 0.04% | No change | 443 | $107K |
| Cherry Tree Wealth Management, LLC | 0.02% | No change | 431 | $104K |
| Financial Consulate, Inc. | 0.01% | Add +28.9% | 424 | $103K |
| Burk Holdings LLC | 0.04% | No change | 418 | $101K |
| Investment Research & Advisory Group, Inc. | 0.03% | New | 417 | $101K |
| Cornerstone Financial Management LLC | 0.08% | Reduce -6.7% | 415 | $101K |
| Field & Main Bank | 0.02% | No change | 400 | $97K |
| Glassy Mountain Advisors, Inc. | 0.03% | No change | 396 | $96K |
| Lavaca Capital LLC | 0.01% | New | 393 | $95K |
| Smithfield Trust Co | 0.00% | No change | 390 | $95K |
| Park National Corp. | 0.00% | No change | 385 | $93K |
| IFS Advisors, LLC | 0.04% | No change | 383 | $93K |
| Retirement Wealth Solutions LLC | 0.05% | Add +11.5% | 377 | $91K |
| Catherine Avery Investment Management LLC | 0.04% | No change | 370 | $90K |
| SRH Advisors, LLC | 0.02% | No change | 370 | $90K |
| Manning & Napier Advisors LLC | 0.00% | New | 364 | $88K |
| Atlantic Private Wealth, LLC | 0.05% | No change | 364 | $88K |
| Westside Investment Management, Inc. | 0.01% | No change | 344 | $83K |
| Private Wealth Asset Management, LLC | 0.01% | No change | 330 | $80K |
| Noble Wealth Management PBC | 0.04% | Reduce -15.8% | 320 | $78K |
| Investors Research Corp | 0.01% | Reduce -17.2% | 313 | $76K |
| Merrithew & Thorsten Inc | 0.06% | Add +0.3% | 306 | $74K |
| CNB Bank | 0.03% | No change | 305 | $74K |
| Vision Retirement, LLC | 0.02% | No change | 304 | $74K |
| Rosenberg Matthew Hamilton | 0.01% | No change | 304 | $74K |
| Rossmore Private Capital | 0.01% | No change | 302 | $73K |
| Hickory Point Bank & Trust | 0.04% | No change | 300 | $73K |
| LOM Asset Management Ltd | 0.02% | No change | 300 | $73K |
| Regatta Research & Money Management | 0.07% | — | 293 | $71K |
| McGuire Capital Advisors Inc. | 0.04% | No change | 293 | $71K |
| Piscataqua Savings Bank | 0.05% | No change | 290 | $70K |
| Wealth Enhancement Trust Services, Inc. | 0.01% | Reduce -6.5% | 289 | $70K |
| Cornerstone Planning Group LLC | 0.01% | Reduce -13.5% | 282 | $70K |
| Longview Financial Advisors LLC | 0.03% | No change | 286 | $69K |
| MRP Capital Investments, LLC | 0.05% | No change | 282 | $68K |
| Atlantic Edge Private Wealth Management, LLC | 0.01% | No change | 271 | $66K |
| North Star Investment Management Corp. | 0.00% | No change | 269 | $65K |
| Signature Resources Capital Management, LLC | 0.03% | Add +147.2% | 267 | $65K |
| Sittner & Nelson, LLC | 0.02% | No change | 266 | $64K |
| Providence Capital Advisors, LLC | 0.01% | Reduce -63.2% | 261 | $63K |
| Bear Mountain Capital, Inc. | 0.02% | No change | 256 | $63K |
| Hilton Head Capital Partners, LLC | 0.03% | Reduce -17.7% | 260 | $63K |
| Caitlin John, LLC | 0.03% | No change | 260 | $63K |
| LifeSteps Financial, Inc. | 0.03% | New | 256 | $62K |
| Fiduciary Financial Advisors | 0.01% | New | 253 | $61K |
| Synergy Investment Management, LLC | 0.01% | Add +0.4% | 247 | $60K |
| Salomon & Ludwin, LLC | 0.00% | Reduce -9.3% | 244 | $60K |
| Tidemark, LLC | 0.01% | No change | 244 | $59K |
| Richardson Financial Services Inc. | 0.03% | No change | 243 | $59K |
| Financial Gravity Companies, Inc. | 0.01% | — | 242 | $59K |
| Global Trust Asset Management, LLC | 0.02% | No change | 236 | $57K |
| Quaker Wealth Management, LLC | 0.02% | Add +0.4% | 233 | $56K |
| Valley National Advisers Inc. | 0.01% | No change | 224 | $54K |
| Financial Perspectives, Inc | 0.01% | Add +0.5% | 224 | $54K |
| Owl Creek Wealth Partners LLC | 0.02% | No change | 217 | $53K |
| VSM Wealth Advisory, LLC | 0.01% | No change | 213 | $52K |
| Signature Equity Partners, LLC | 0.02% | Reduce -47.5% | 207 | $50K |
| Prestige Wealth Management Group LLC | 0.01% | No change | 201 | $49K |
| Aberdeen Wealth Management LLC | 0.02% | No change | 200 | $48K |
| Topsail Wealth Management, LLC | 0.01% | Reduce -42.7% | 200 | $48K |
| Peachtree Investment Partners, LLC | 0.01% | No change | 192 | $47K |
| Davis Capital Management | 0.03% | No change | 189 | $46K |
| Peoples Financial Services Corp. | 0.02% | Reduce -71.6% | 185 | $45K |
| SJS Investment Consulting Inc. | 0.00% | No change | 183 | $44K |
| RMG Wealth Management LLC | 0.00% | No change | 170 | $44K |
| Access Investment Management LLC | 0.01% | No change | 180 | $44K |
| Center for Financial Planning, Inc. | 0.00% | Reduce -11.6% | 176 | $43K |
| TOP Private Wealth LLC. | 0.04% | — | 176 | $43K |
| Halbert Hargrove Global Advisors, LLC | 0.00% | Reduce -25.3% | 165 | $40K |
| Triumph Capital Management | 0.01% | Reduce -20.8% | 164 | $40K |
| Mb, Levis & Associates, LLC | 0.01% | No change | 164 | $40K |
| New England Capital Financial Advisors LLC | 0.01% | Add +0.6% | 163 | $39K |
| Delta Asset Management LLC | 0.00% | No change | 160 | $39K |
| Three Bearings Fiduciary Advisors, Inc. | 0.03% | No change | 154 | $37K |
| Holos Integrated Wealth LLC | 0.02% | Reduce -46.8% | 148 | $37K |
| Advantage Trust Co | 0.01% | New | 149 | $36K |
| Heritage Wealth Advisors | 0.00% | No change | 146 | $35K |
| Avion Wealth | 0.01% | No change | 144 | $34K |
| Bellevue Asset Management, LLC | 0.02% | Reduce -20.0% | 140 | $34K |
| Armor Investment Advisors, LLC | 0.01% | No change | 135 | $33K |
| Richards, Merrill & Peterson, Inc. | 0.01% | No change | 135 | $33K |
| Pension & Wealth Management Advisors, Inc. | 0.01% | No change | 135 | $33K |
| MPWM Advisory Solutions, LLC | 0.01% | No change | 132 | $32K |
| Bell Investment Advisors, Inc | 0.00% | No change | 129 | $31K |
| Strategic Investment Solutions, Inc. | 0.01% | No change | 128 | $31K |
| Mark Sheptoff Financial Planning, LLC | 0.02% | No change | 126 | $31K |
| C M Bidwell & Associates Ltd. | 0.01% | No change | 124 | $30K |
| Syntax Research, Inc. | 0.02% | No change | 122 | $30K |
| Reyes Financial Architecture, Inc. | 0.02% | No change | 121 | $29K |
| Twin Lakes Capital Management, LLC | 0.01% | No change | 119 | $29K |
| Markowski Investments | 0.01% | — | 116 | $28K |
| N.E.W. Advisory Services LLC | 0.00% | No change | 112 | $27K |
| Pursuit Wealth Strategies, LLC | 0.03% | Reduce -54.9% | 110 | $27K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.01% | No change | 106 | $26K |
| Fiduciary Advisors, Inc. | 0.02% | Reduce -2.8% | 105 | $25K |
| Kilter Group LLC | 0.01% | No change | 104 | $25K |
| Timbuktu Capital Management, LLC | 0.04% | — | 102 | $25K |
| Rexford Capital Inc. | 0.02% | New | 102 | $25K |
| Chung Wu Investment Group, LLC | 0.02% | No change | 100 | $24K |
| Dynamic Wealth Strategies, LLC | 0.01% | No change | 100 | $24K |
| one8zero8, LLC | 0.00% | No change | 100 | $24K |
| Truvestments Capital LLC | 0.00% | No change | 100 | $24K |
| Wilkerson Advisory Group LLC | 0.01% | No change | 99 | $24K |
| Colonial Trust Advisors | 0.00% | No change | 99 | $24K |
| Integrity Financial Corp | 0.01% | No change | 97 | $24K |
| Investment Counsel Co. of Nevada | 0.04% | New | 96 | $23K |
| Cheviot Value Management, LLC | 0.00% | No change | 95 | $23K |
| Fourth Dimension Wealth, LLC | 0.01% | No change | 91 | $22K |
| Gen-Wealth Partners Inc | 0.01% | No change | 87 | $21K |
| Comprehensive Financial Planning, Inc. | 0.01% | No change | 85 | $21K |
| Richardson Capital Management LLC | 0.01% | Reduce -64.1% | 80 | $19K |
| Steigerwald, Gordon & Koch Inc. | 0.00% | No change | 72 | $17K |
| Evolution Advisers, Inc. | 0.01% | No change | 71 | $17K |
| Measured Wealth Private Client Group, LLC | 0.00% | Reduce -10.4% | 69 | $17K |
| Delos Wealth Advisors, LLC | 0.01% | No change | 66 | $16K |
| Old Second National Bank of Aurora | 0.00% | Reduce -37.0% | 63 | $15K |
| HighMark Wealth Management LLC | 0.01% | No change | 62 | $15K |
| Cary Street Partners Investment Advisory LLC | 0.00% | New | 61 | $15K |
| Milestone Investment Advisors LLC | 0.00% | No change | 60 | $15K |
| Ogorek Anthony Joseph /NY/ | 0.00% | No change | 60 | $14K |
| Benson Wealth Management INC | 0.01% | No change | 56 | $14K |
| Downshift Financial, LLC | 0.01% | New | 55 | $13K |
| Realta Investment Advisors | 0.00% | Reduce -1.8% | 54 | $13K |
| Nemes Rush Group LLC | 0.00% | No change | 51 | $12K |
| Intelligent Financial Strategies | 0.01% | No change | 50 | $12K |
| Valued Wealth Advisors LLC | 0.00% | No change | 50 | $12K |
| High Note Wealth, LLC | 0.00% | No change | 47 | $11K |
| Bullock Wealth Management Group | 0.00% | No change | 46 | $11K |
| Physician Wealth Advisors, Inc. | 0.00% | No change | 46 | $11K |
| Bravera Wealth | 0.00% | No change | 45 | $11K |
| Mosley Wealth Management | 0.00% | New | 43 | $10K |
| REAP Financial Group, LLC | 0.00% | New | 41 | $10K |
| Brooklyn FI, LLC | 0.00% | New | 40 | $10K |
| BankChampaign, National Association | 0.01% | No change | 40 | $10K |
| Bfsg, LLC | 0.00% | No change | 39 | $9K |
| Evolution Wealth Management Inc. | 0.01% | No change | 36 | $9K |
| First Community Trust NA | 0.00% | No change | 36 | $9K |
| Daytona Street Capital LLC | 0.01% | No change | 35 | $9K |
| Cambient Family Office, LLC | 0.00% | New | 35 | $8K |
| Aventura Private Wealth, LLC | 0.00% | No change | 34 | $8K |
| Elevated Capital Advisors, LLC | 0.00% | No change | 33 | $8K |
| Granite Investment Partners, LLC | 0.00% | No change | 29 | $7K |
| Richard W. Paul & Associates, LLC | 0.00% | No change | 27 | $7K |
| Broadwater Capital Management LLC | 0.00% | No change | 26 | $6K |
| Federation des caisses Desjardins du Quebec | 0.00% | New | 26 | $6K |
| Tucker Asset Management LLC | 0.00% | New | 25 | $6K |
| Legacy Bridge, LLC | 0.00% | No change | 25 | $6K |
| Horizon Investments, LLC | 0.00% | New | 24 | $6K |
| Quest 10 Wealth Builders, Inc. | 0.00% | No change | 23 | $6K |
| Harvest Fund Management Co., Ltd | 0.00% | No change | 21 | $5K |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 20 | $5K |
| Toth Financial Advisory Corp. | 0.00% | No change | 20 | $5K |
| Morton Brown Family Wealth, LLC | 0.00% | Reduce -85.0% | 19 | $5K |
| Fairman Group, LLC | 0.00% | No change | 16 | $4K |
| Prosperity Bancshares Inc | 0.00% | New | 16 | $4K |
| Van Eck Associates Corp. | 0.00% | Reduce -11.1% | 16 | $4K |
| 10Elms LLP | 0.00% | No change | 14 | $3K |
| Transamerica Financial Advisors, LLC | 0.00% | Add +140.0% | 12 | $3K |
| Westfuller Advisors, LLC | 0.00% | No change | 10 | $2K |
| Main Street Group, LTD | 0.00% | Reduce -11.1% | 8 | $2K |
| Fortis Group Advisors, LLC | 0.00% | No change | 7 | $2K |
| Hughes Financial Services, LLC | 0.00% | No change | 7 | $2K |
| Dogwood Wealth Management LLC | 0.00% | No change | 4 | $970 |
| Contravisory Investment Management, Inc. | 0.00% | No change | 4 | $970 |
| Alerus Financial NA | 0.00% | No change | 4 | $970 |
| LM Advisors LLC | 0.00% | Add +368.3% | 2,941 | $713 |
"% 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.