iShares Russell 2000 Value EIWNETF
13F holders, Q4 2025 (December 31)1,045holders +72
86new positions
54sold out
8famous investors
$181.41avg. 13F price*
At the end of Q4 2025, 1,045 institutions reported holding iShares Russell 2000 Value E (IWN) in their 13F filings, up 72 from Q3 2025. 86 opened new positions and 54 sold out. The largest holders were Bank of America Corp. ($1.4B), Morgan Stanley ($773.7M) and Tiaa Trust, National Association ($500.3M). 8 famous investors held it, including John W. Rogers Jr. (0.1% of Ariel Investments's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- iShares Russell 2000 Value E
- CUSIP
- 464287630
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 86 | $93.3M |
| Exits | 54 | $37.1M |
All 13F filers, Q3 2025 → Q4 2025: 3,937,218 shares bought and 4,331,566 shares sold, net −394,348 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,045 holders
| Bank of America Corp. | 0.10% | Add +17.4% | 7,877,149 | $1.4B |
| Morgan Stanley | 0.05% | Reduce -8.8% | 4,269,726 | $773.7M |
| Tiaa Trust, National Association | 1.20% | Reduce -36.7% | 2,748,355 | $500.3M |
| Envestnet Asset Management Inc. | 0.12% | Add +1.6% | 2,183,120 | $395.6M |
| D.A. Davidson & Co. | 1.38% | Add +2.5% | 1,246,342 | $225.8M |
| PNC Financial Services Group, Inc. | 0.11% | Add +0.1% | 1,113,075 | $201.7M |
| Vaughan Nelson Investment Management, L.P. | 1.96% | Reduce -3.9% | 1,106,370 | $200.5M |
| LPL Financial LLC | 0.05% | Add +9.2% | 1,102,636 | $199.8M |
| M&T Bank Corp | 0.59% | Add +2.4% | 1,018,005 | $184.5M |
| Wells Fargo & Company | 0.04% | Add +14.7% | 1,016,764 | $184.2M |
| UBS Group AG | 0.03% | Reduce -4.0% | 805,863 | $146.0M |
| Commonwealth Equity Services, LLC | 0.19% | Reduce -4.5% | 792,632 | $143.6M |
| Goldman Sachs Group Inc. | 0.02% | Reduce -2.5% | 712,109 | $129.0M |
| Betterment LLC | 0.24% | Reduce -3.1% | 695,877 | $126.1M |
| Charles Schwab Investment Management Inc. | 0.02% | Reduce -2.9% | 651,326 | $118.0M |
| Cassaday & Co Wealth Management LLC | 2.43% | Add +1.5% | 635,650 | $115.2M |
| Northern Trust Corp. | 0.01% | Add +14.1% | 625,170 | $113.3M |
| Royal Bank of Canada | 0.02% | Add +5.1% | 533,289 | $96.6M |
| Kayne Anderson Rudnick Investment Management LLC | 0.23% | Add +133.8% | 469,444 | $85.1M |
| BNP Paribas Financial Markets | 0.05% | Reduce -31.3% | 446,651 | $80.9M |
| JPMorgan Chase & Co. | 0.01% | Add +1.2% | 439,468 | $79.6M |
| Raymond James Financial Inc. | 0.02% | Add +6.7% | 438,703 | $79.5M |
| Pacific Life Fund Advisors LLC | 8.07% | Reduce -21.5% | 432,307 | $78.3M |
| Pathstone Holdings, LLC | 0.28% | Reduce -1.6% | 396,958 | $71.9M |
| Badgley Phelps Wealth Managers, LLC | 1.28% | Add +3.3% | 386,692 | $70.1M |
| Focus Partners Wealth | 0.07% | Add +25.1% | 340,890 | $61.8M |
| Commerce Bank | 0.33% | Reduce -2.6% | 328,019 | $59.4M |
| Jasper Ridge Partners, L.P. | 1.29% | No change | 321,684 | $58.3M |
| Brown Advisory Inc. | 0.07% | Add +49.8% | 281,324 | $51.0M |
| Jones Financial Companies LLLP | 0.03% | Add +2.5% | 276,744 | $50.1M |
| Cetera Investment Advisers | 0.05% | Add +6.3% | 272,735 | $49.4M |
| Sei Investments Co. | 0.05% | Reduce -1.5% | 268,617 | $48.7M |
| Ameriprise Financial Inc. | 0.01% | Add +7.3% | 262,548 | $47.6M |
| MAI Capital Management | 0.27% | Add +1.7% | 258,426 | $46.8M |
| Wealth Enhancement Advisory Services, LLC | 0.06% | Reduce -1.6% | 245,809 | $46.2M |
| Choreo, LLC | 0.57% | Add +3.3% | 244,290 | $44.6M |
| AMG National Trust Bank | 1.04% | Reduce -5.7% | 243,727 | $44.2M |
| Stephens Group Asset Management, LLC | 2.90% | Reduce -0.0% | 239,531 | $43.4M |
| Comprehensive Financial Management LLC | 1.26% | No change | 230,481 | $41.8M |
| Allspring Global Investments Holdings, LLC | 0.06% | Reduce -6.9% | 219,792 | $39.8M |
| Silvercrest Asset Management Group LLC | 0.26% | Add +236.0% | 210,701 | $38.2M |
| Whittier Trust Co. | 0.41% | Reduce -34.3% | 201,966 | $38.0M |
| Natixis Advisors, LLC | 0.05% | Add +1.0% | 208,594 | $37.8M |
| Waldron Private Wealth LLC | 1.48% | Reduce -5.3% | 206,914 | $37.5M |
| Bank of New York Mellon Corp | 0.01% | Reduce -3.0% | 205,779 | $37.3M |
| Victory Capital Management Inc. | 0.02% | Reduce -29.9% | 196,180 | $35.5M |
| Rockefeller Capital Management L.P. | 0.06% | Add +52.9% | 194,904 | $35.3M |
| Advisors Preferred, LLC | 5.46% | Add +189.6% | 183,323 | $33.5M |
| Wellington Management Group LLP | 0.01% | Reduce -16.4% | 168,592 | $30.6M |
| Mariner, LLC | 0.04% | Add +5.1% | 168,244 | $30.5M |
| US Bancorp \de | 0.03% | Reduce -0.1% | 164,593 | $29.8M |
| Bank of Montreal | 0.01% | Reduce -0.1% | 160,937 | $29.2M |
| WoodTrust Financial Corp | 3.34% | Reduce -0.4% | 157,875 | $28.6M |
| Johnson Investment Counsel Inc. | 0.23% | Add +7.2% | 155,544 | $28.2M |
| Principal Financial Group Inc. | 0.01% | Add +199.0% | 154,468 | $28.0M |
| FMR LLC | 0.00% | Add +18.2% | 151,992 | $27.5M |
| Courier Capital LLC | 1.55% | Add +0.8% | 151,988 | $27.5M |
| Fuller & Thaler Asset Management, Inc. | 0.09% | Add +202.2% | 149,750 | $27.1M |
| Pure Financial Advisors, LLC | 0.39% | Add +8.7% | 141,735 | $25.7M |
| Truist Financial Corp. | 0.03% | Reduce -2.0% | 141,404 | $25.6M |
| Zions Bancorporation, National Association | 1.16% | Reduce -0.2% | 138,541 | $25.1M |
| Corient Private Wealth LP | 0.03% | Reduce -5.6% | 138,377 | $25.1M |
| HighTower Advisors, LLC | 0.03% | Add +1.8% | 135,170 | $24.5M |
| Janus Henderson Group PLC | 0.01% | Reduce -1.3% | 133,110 | $24.1M |
| Modera Wealth Management, LLC | 0.28% | Reduce -2.1% | 132,971 | $24.1M |
| BlackRock, Inc. | 0.00% | Reduce -29.4% | 131,342 | $23.8M |
| Allworth Financial LP | 0.09% | Add +92.7% | 127,322 | $23.1M |
| AQR Capital Management | 0.01% | Add +13.0% | 123,335 | $22.3M |
| Osaic Holdings, Inc. | 0.03% | Reduce -3.2% | 121,076 | $21.9M |
| Whittier Trust Co. of Nevada Inc. | 0.44% | Reduce -33.8% | 113,692 | $21.4M |
| Cerity Partners LLC | 0.03% | Add +4.7% | 115,390 | $20.9M |
| Arax Advisory Partners | 0.60% | New | 114,420 | $20.7M |
| Powell Investment Advisors, LLC | 7.12% | Add +0.1% | 114,148 | $20.7M |
| Captrust Financial Advisors | 0.04% | Reduce -10.3% | 113,370 | $20.5M |
| Comerica Bank | 0.08% | Add +2.8% | 106,952 | $19.4M |
| Zhang Financial LLC | 0.68% | Reduce -2.3% | 99,955 | $18.1M |
| Elite Financial, Inc. | 7.94% | Reduce -0.3% | 96,324 | $17.5M |
| Alliancebernstein L.P. | 0.01% | Add +7.8% | 95,957 | $17.4M |
| Pinnacle Financial Partners, Inc. | 0.13% | — | 92,401 | $16.7M |
| Citadel Advisors | 0.01% | Add +36.1% | 91,272 | $16.5M |
| Thompson Siegel & Walmsley LLC | 0.28% | Add +17.3% | 90,559 | $16.4M |
| Baird Financial Group, Inc. | 0.03% | Add +0.3% | 89,573 | $16.2M |
| Fiduciary Trust Co | 0.18% | Reduce -3.5% | 89,177 | $16.2M |
| Creative Planning | 0.01% | Add +3.4% | 87,535 | $15.9M |
| Savant Capital, LLC | 0.09% | Add +0.2% | 85,005 | $15.4M |
| Fifth Third Bancorp | 0.05% | Reduce -1.8% | 84,281 | $15.3M |
| Aspiriant, LLC | 0.43% | Reduce -2.7% | 82,415 | $14.9M |
| Waverly Advisors, LLC | 0.12% | Add +1.6% | 80,113 | $14.5M |
| Marshall Wace, LLP | 0.01% | New | 78,224 | $14.2M |
| Wealthspire Advisors, LLC | 0.11% | Add +2.4% | 77,480 | $14.0M |
| Stifel Financial Corp. | 0.01% | Add +29.1% | 76,046 | $13.8M |
| Neuberger Berman Group LLC | 0.01% | Add +692.0% | 72,565 | $13.1M |
| Moneta Group Investment Advisors LLC | 0.10% | Reduce -2.8% | 72,317 | $13.1M |
| Hillcrest Wealth Advisors - NY, LLC | 5.49% | Reduce -1.2% | 70,330 | $12.7M |
| Bailard, Inc. | 0.28% | Add +5.0% | 69,165 | $12.5M |
| Boston Partners | 0.01% | Add +216.7% | 65,109 | $11.9M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +1.3% | 64,157 | $11.6M |
| LBJ Family Wealth Advisors, Ltd. | 6.19% | Reduce -0.3% | 62,127 | $11.3M |
| Sonata Capital Group Inc. | 4.01% | Reduce -2.4% | 61,230 | $11.1M |
| Beacon Pointe Advisors, LLC | 0.08% | Add +18.3% | 61,145 | $11.1M |
| Harbor Investment Advisory, LLC | 0.82% | Reduce -1.4% | 60,464 | $11.0M |
| Focus Partners Advisor Solutions, LLC | 0.13% | Add +123.0% | 59,585 | $10.8M |
| Cwm, LLC | 0.03% | Add +75.6% | 58,179 | $10.5M |
| EP Wealth Advisors, LLC | 0.05% | — | 58,130 | $10.5M |
| Keybank National Association | 0.04% | Add +3.8% | 57,991 | $10.5M |
| Leeward Investments, LLC - MA | 0.53% | Reduce -35.5% | 57,786 | $10.5M |
| Marion Wealth Management | 2.30% | Add +1.6% | 52,796 | $10.3M |
| Summit Financial, LLC | 0.15% | Add +4.3% | 56,497 | $10.2M |
| RTD Financial Advisors, Inc. | 1.23% | Reduce -1.0% | 55,416 | $10.0M |
| TD Waterhouse Canada Inc. | 0.06% | Reduce -5.4% | 54,867 | $9.9M |
| TD Asset Management Inc | 0.01% | Add +7.3% | 54,815 | $9.9M |
| Blair William & Co. | 0.03% | Reduce -0.7% | 54,700 | $9.9M |
| First Horizon Corp. | 0.44% | Add +2.2% | 54,678 | $9.9M |
| Kestra Advisory Services, LLC | 0.04% | Add +9.0% | 54,209 | $9.8M |
| Franklin Resources Inc. | 0.00% | Reduce -2.7% | 54,175 | $9.8M |
| Corundum Group, Inc. | 3.28% | Add +23.5% | 53,869 | $9.8M |
| Cresset Asset Management, LLC | 0.04% | Add +15.9% | 53,506 | $9.7M |
| Stephens Inc. | 0.12% | Add +0.3% | 53,294 | $9.7M |
| Shapiro Capital Management LLC | 0.51% | Reduce -60.0% | 53,000 | $9.6M |
| CIBC Private Wealth Group LLC | 0.02% | Reduce -1.3% | 52,470 | $9.5M |
| Viewpoint Capital Management LLC | 3.73% | Add +2.5% | 47,566 | $8.6M |
| HB Wealth Management, LLC | 0.06% | Add +2.1% | 47,040 | $8.5M |
| Aristotle Capital Boston, LLC | 0.45% | Add +25.9% | 45,633 | $8.3M |
| HSBC Holdings PLC | 0.00% | Add +425.5% | 45,584 | $8.3M |
| Peapack Gladstone Financial Corp. | 0.10% | Reduce -1.7% | 44,539 | $8.1M |
| Earnest Partners LLC | 0.03% | Add +52.9% | 44,534 | $8.1M |
| Segall Bryant & Hamill, LLC | 0.11% | Add +36.5% | 43,018 | $7.8M |
| Tidal Investments LLC | 0.03% | New | 42,733 | $7.7M |
| Ieq Capital, LLC | 0.02% | Reduce -20.8% | 41,959 | $7.6M |
| One Capital Management, LLC | 0.23% | Reduce -16.3% | 41,293 | $7.5M |
| Mercer Global Advisors Inc. | 0.01% | Add +0.7% | 40,337 | $7.3M |
| Sanctuary Advisors, LLC | 0.04% | Reduce -4.5% | 39,146 | $7.1M |
| United Asset Strategies, Inc. | 0.54% | Add +1.1% | 38,615 | $7.0M |
| Hancock Whitney Corp. | 0.13% | Reduce -0.3% | 38,599 | $7.0M |
| LWM Advisors Inc. | 6.08% | Add +2.0% | 38,159 | $6.9M |
| Facet Wealth, Inc. | 0.12% | Reduce -82.8% | 35,501 | $6.9M |
| Oldfather Financial Services, LLC | 2.03% | Reduce -1.2% | 37,564 | $6.8M |
| Integrated Investment Consultants, LLC | 1.33% | Add +3.0% | 37,480 | $6.8M |
| Foundation Wealth Management, LLC | 4.67% | Reduce -2.5% | 37,323 | $6.8M |
| Two Sigma Investments, LP | 0.01% | Reduce -68.3% | 36,497 | $6.6M |
| CM Wealth Advisors LLC | 1.49% | Add +3.2% | 36,321 | $6.6M |
| Bridges Investment Management Inc. | 0.08% | Add +69.7% | 35,007 | $6.3M |
| Prudential Financial Inc. | 0.01% | Reduce -18.5% | 34,722 | $6.3M |
| Independent Family Office, LLC | 2.62% | No change | 34,597 | $6.3M |
| Droms Strauss Advisors Inc. /Mo/ | 1.63% | Add +12.7% | 34,293 | $6.2M |
| Idaho Trust Co | 2.01% | Add +4.8% | 33,521 | $6.1M |
| Ariel Investments | 0.07% | Reduce -25.9% | 33,319 | $6.0M |
| MML Investors Services, LLC | 0.01% | Add +19.6% | 33,198 | $6.0M |
| Venture Visionary Partners LLC | 0.20% | Reduce -0.6% | 33,154 | $6.0M |
| Harbour Investments, Inc. | 0.12% | Add +4.2% | 32,539 | $5.9M |
| Brooklyn FI, LLC | 1.25% | Reduce -2.7% | 32,199 | $5.8M |
| XML Financial, LLC | 0.48% | Add +4.2% | 32,193 | $5.8M |
| Avantax Planning Partners, Inc. | 0.16% | Reduce -0.2% | 32,115 | $5.8M |
| McLean Asset Management Corp | 1.03% | Reduce -1.3% | 29,750 | $5.8M |
| Titleist Asset Management, LLC | 0.46% | Add +0.7% | 31,677 | $5.7M |
| Instrumental Wealth, LLC | 3.36% | Add +2280.6% | 27,924 | $5.6M |
| Glenmede Trust Co. NA | 0.03% | — | 30,911 | $5.6M |
| Lido Advisors, LLC | 0.02% | Add +2.7% | 31,118 | $5.6M |
| Flow Traders U.S. LLC | 0.18% | Reduce -27.5% | 30,615 | $5.5M |
| Brookstone Capital Management | 0.06% | Reduce -3.8% | 30,048 | $5.4M |
| Mullaney, Keating & Wright, Inc. | 2.85% | Add +1.5% | 29,741 | $5.4M |
| MidFirst Bank | 0.42% | — | 29,307 | $5.3M |
| Financial Synergies Wealth Advisors, Inc. | 0.50% | Reduce -5.9% | 28,612 | $5.2M |
| Wesbanco Bank Inc. | 0.14% | Reduce -7.1% | 28,363 | $5.1M |
| InvesTrust | 1.97% | Add +0.3% | 28,122 | $5.1M |
| Bokf, NA | 0.08% | Add +15.0% | 27,992 | $5.1M |
| P Schoenfeld Asset Management LP | 2.44% | New | 27,500 | $5.0M |
| Oxford Financial Group, LTD. LLC | 0.27% | No change | 27,140 | $4.9M |
| Stevens Capital Partners | 1.26% | Reduce -0.1% | 26,634 | $4.8M |
| Sentinel Wealth Management, Inc. | 3.96% | No change | 26,352 | $4.8M |
| Tocqueville Asset Management L.P. | 0.07% | Add +3.4% | 26,340 | $4.8M |
| Assetmark, Inc. | 0.01% | Reduce -53.9% | 26,148 | $4.7M |
| Rwa Wealth Partners, LLC | 0.05% | Add +0.1% | 25,844 | $4.7M |
| Noble Family Wealth, LLC | 0.98% | Add +0.7% | 25,703 | $4.7M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +5.4% | 25,210 | $4.6M |
| Whitegate Investment Counselors, Inc. | 1.39% | Reduce -0.2% | 24,574 | $4.5M |
| Global Retirement Partners, LLC | 0.08% | Add +89.0% | 24,219 | $4.4M |
| Equitable Holdings, Inc. | 0.03% | Add +1.1% | 23,919 | $4.3M |
| Private Advisor Group, LLC | 0.02% | Add +2.6% | 23,766 | $4.3M |
| Arkadios Wealth Advisors | 0.08% | Add +180.8% | 23,366 | $4.2M |
| City Holding Co. | 0.51% | Add +0.6% | 22,880 | $4.1M |
| Barclays PLC | 0.00% | Reduce -10.1% | 22,809 | $4.1M |
| Blueline Advisors LLC | 3.35% | — | 22,669 | $4.1M |
| Parkside Financial Bank & Trust | 0.31% | Reduce -0.4% | 22,643 | $4.1M |
| Sierra Capital LLC | 0.43% | Add +0.0% | 22,492 | $4.1M |
| Cantor Fitzgerald, L. P. | 0.12% | New | 22,179 | $4.0M |
| Risk Paradigm Group, LLC | 3.87% | — | 22,164 | $4.0M |
| Bare Financial Services, Inc | 1.12% | Reduce -0.3% | 22,138 | $4.0M |
| Royce & Associates LP | 0.04% | Reduce -82.8% | 21,662 | $3.9M |
| Bishop & Co Investment Management, LLC | 1.28% | Reduce -1.5% | 21,404 | $3.9M |
| NewEdge Advisors, LLC | 0.01% | Add +12.9% | 21,245 | $3.8M |
| Confluence Investment Management LLC | 0.06% | New | 21,203 | $3.8M |
| RPg Family Wealth Advisory, LLC | 0.83% | Add +121.4% | 20,940 | $3.8M |
| Northwest Wealth Management, LLC | 0.59% | No change | 20,676 | $3.7M |
| Fell Capital Management | 3.63% | — | 20,547 | $3.7M |
| Atlas Brown,Inc. | 1.09% | Reduce -0.4% | 20,257 | $3.7M |
| Texas Yale Capital Corp. | 0.11% | No change | 19,896 | $3.6M |
| Tobias Financial Advisors, Inc. | 0.50% | Reduce -4.0% | 19,351 | $3.5M |
| Foundation Wealth Management, LLC\PA | 1.25% | Reduce -10.5% | 19,021 | $3.4M |
| Prosperity Planning, Inc. | 1.26% | Add +3.2% | 18,735 | $3.4M |
| Fortis Group Advisors, LLC | 0.57% | Add +0.1% | 17,489 | $3.4M |
| Sterling Capital Management LLC | 0.06% | Reduce -25.7% | 18,709 | $3.4M |
| BBR Partners, LLC | 0.18% | New | 18,449 | $3.3M |
| GTS Securities LLC | 0.11% | Reduce -0.8% | 18,215 | $3.3M |
| Geneos Wealth Management Inc. | 0.08% | Add +7.1% | 18,063 | $3.3M |
| Brady Martz Wealth Solutions, LLC | 0.57% | Add +0.3% | 17,982 | $3.3M |
| OneDigital Investment Advisors LLC | 0.03% | No change | 17,773 | $3.2M |
| Investment Partners, LTD. | 1.12% | Add +0.4% | 17,633 | $3.2M |
| Kestra Private Wealth Services, LLC | 0.04% | Add +5.1% | 17,626 | $3.2M |
| GHP Investment Advisors, Inc. | 0.13% | Reduce -1.4% | 17,458 | $3.2M |
| &partners | 0.02% | Add +60.4% | 17,454 | $3.2M |
| CreativeOne Wealth, LLC | 0.08% | Add +0.9% | 17,134 | $3.1M |
| Clearstead Advisors, LLC | 0.04% | Add +0.1% | 16,793 | $3.0M |
| Visionary Wealth Advisors | 0.14% | Reduce -5.5% | 16,624 | $3.0M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.05% | Add +0.0% | 16,599 | $3.0M |
| Wealthfront Advisers LLC | 0.01% | Add +18.4% | 16,533 | $3.0M |
| Jane Street Group, LLC | 0.00% | Reduce -73.8% | 16,448 | $3.0M |
| Midwest Trust Co | 0.04% | Reduce -2.7% | 16,186 | $2.9M |
| Mill Creek Capital Advisors, LLC | 0.06% | Reduce -21.5% | 16,126 | $2.9M |
| Callan Family Office, LLC | 0.06% | New | 16,059 | $2.9M |
| Finley Financial, LLC | 1.29% | Reduce -3.3% | 15,540 | $2.8M |
| Kelsey Financial, LLC | 2.40% | — | 15,393 | $2.8M |
| Asset Management Group, Inc. | 0.45% | Add +0.5% | 15,390 | $2.8M |
| Park Avenue Securities LLC | 0.02% | Add +58.0% | 15,348 | $2.8M |
| Atlas Capital Advisors Inc. | 0.31% | — | 15,205 | $2.8M |
| Ticino Wealth | 1.02% | — | 15,165 | $2.7M |
| Alamar Capital Management, LLC | 1.51% | Add +1.0% | 15,069 | $2.7M |
| Meramec Financial Planners, LLC | 1.06% | — | 13,553 | $2.7M |
| Wealth Architects, LLC | 0.24% | Reduce -1.1% | 14,890 | $2.7M |
| Atria Investments, Inc | 0.03% | Add +60.5% | 14,760 | $2.7M |
| SVB Wealth LLC | 0.16% | Reduce -14.6% | 14,683 | $2.7M |
| Stock Yards Bank & Trust Co. | 0.08% | Add +6.0% | 14,605 | $2.6M |
| Bartlett & Co. Wealth Management LLC | 0.03% | Reduce -0.2% | 14,504 | $2.6M |
| First Foundation Advisors | 0.10% | Add +4.8% | 14,491 | $2.6M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.06% | Reduce -8.6% | 14,412 | $2.6M |
| Klingman & Associates, LLC | 0.13% | Add +10.5% | 14,297 | $2.6M |
| Quadrant Capital Group LLC | 0.08% | Add +17.1% | 14,172 | $2.6M |
| Blue Trust, Inc. | 0.03% | Add +43.3% | 13,972 | $2.5M |
| Roundview Capital LLC | 0.16% | Add +29.8% | 13,963 | $2.5M |
| Sequoia Financial Advisors, LLC | 0.01% | Add +158.1% | 13,871 | $2.5M |
| Toronto Dominion Bank | 0.00% | Reduce -10.4% | 13,837 | $2.5M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -8.1% | 13,764 | $2.5M |
| Synergy Asset Management, LLC | 0.26% | New | 13,705 | $2.5M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Reduce -10.9% | 13,432 | $2.4M |
| First National Bank of Omaha | 0.07% | New | 13,283 | $2.4M |
| Hardy Reed LLC | 0.17% | No change | 13,312 | $2.4M |
| Dorsey & Whitney Trust CO LLC | 0.13% | No change | 13,283 | $2.4M |
| Tower Research Capital LLC (TRC) | 0.06% | Add +71.7% | 13,283 | $2.4M |
| Vance Wealth, LLC | 0.71% | Reduce -3.6% | 13,233 | $2.4M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +16.1% | 13,232 | $2.4M |
| LMG Wealth Partners, LLC | 0.45% | Reduce -6.3% | 13,166 | $2.4M |
| BHK Investment Advisors, LLC | 0.77% | Add +7.1% | 12,892 | $2.3M |
| Falcon Wealth Planning | 0.20% | Reduce -2.4% | 12,882 | $2.3M |
| Washington Trust Bank | 0.16% | Reduce -0.0% | 12,802 | $2.3M |
| AE Wealth Management LLC | 0.01% | Reduce -12.2% | 12,711 | $2.3M |
| Weinberger Asset Management, Inc | 0.82% | Reduce -11.3% | 12,631 | $2.3M |
| Fifth Third Securities, Inc. | 0.15% | Reduce -6.0% | 12,599 | $2.3M |
| Susquehanna International Group, LLP | 0.00% | Add +7.7% | 12,587 | $2.3M |
| Regions Financial Corp. | 0.01% | Reduce -7.6% | 12,526 | $2.3M |
| Wealthcare Advisory Partners LLC | 0.04% | Reduce -10.2% | 12,480 | $2.3M |
| Tradition Wealth Management, LLC | 0.16% | No change | 12,478 | $2.3M |
| McAdam, LLC | 0.10% | Reduce -3.1% | 12,399 | $2.2M |
| Allegheny Financial Group | 0.33% | Add +0.3% | 12,374 | $2.2M |
| Farther Finance Advisors, LLC | 0.02% | Add +41.4% | 12,357 | $2.2M |
| Penobscot Investment Management Company, Inc. | 0.17% | Reduce -0.2% | 12,332 | $2.2M |
| Towerpoint Wealth, LLC | 0.88% | Reduce -0.2% | 12,208 | $2.2M |
| SkyOak Wealth, LLC | 0.39% | Reduce -0.5% | 12,021 | $2.2M |
| Performa Ltd (US), LLC | 0.55% | Reduce -77.1% | 11,999 | $2.2M |
| Snowden Capital Advisors LLC | 0.06% | Add +9.5% | 11,956 | $2.2M |
| Farmers & Merchants Investments Inc. | 0.06% | No change | 11,858 | $2.1M |
| Parallel Advisors, LLC | 0.04% | Add +2.6% | 11,837 | $2.1M |
| Mb, Levis & Associates, LLC | 0.90% | Add +0.5% | 11,823 | $2.1M |
| FAS Wealth Partners, Inc. | 0.14% | Add +0.3% | 11,752 | $2.1M |
| Citigroup Inc. | 0.00% | Reduce -76.3% | 11,654 | $2.1M |
| Advisory Services Network, LLC | 0.03% | Reduce -0.9% | 11,360 | $2.1M |
| Systematic Financial Management LP | 0.05% | Add +89.4% | 11,151 | $2.0M |
| Interactive Financial Advisors, Inc. | 1.30% | Reduce -42.2% | 11,096 | $2.0M |
| Vawter Financial, Ltd. | 0.84% | Reduce -2.6% | 11,033 | $2.0M |
| Pointe Capital Management LLC | 0.99% | Add +5.6% | 11,016 | $2.0M |
| Merit Financial Group, LLC | 0.02% | Add +14.7% | 10,982 | $2.0M |
| Checchi Capital Advisers, LLC | 0.14% | Reduce -69.8% | 10,960 | $2.0M |
| Wilmington Savings Fund Society, FSB | 0.05% | Add +0.4% | 10,870 | $2.0M |
| TFB Advisors LLC | 0.55% | Reduce -1.0% | 10,848 | $2.0M |
| First Citizens Bank & Trust Co. | 0.04% | Reduce -29.9% | 10,809 | $2.0M |
| Peloton Wealth Strategists | 0.78% | Add +0.9% | 10,799 | $2.0M |
| NewEdge Wealth, LLC | 0.02% | Add +89.4% | 10,715 | $1.9M |
| JMG Financial Group, Ltd. | 0.05% | Reduce -0.7% | 10,599 | $1.9M |
| D. E. Shaw & Co. | 0.00% | New | 10,574 | $1.9M |
| Vanguard Group Inc. | 0.00% | Add +6.2% | 10,426 | $1.9M |
| First Manhattan Co. Llc. | 0.00% | Add +1.7% | 10,314 | $1.9M |
| Shakespeare Wealth Management, LLC | 0.40% | Reduce -0.1% | 10,091 | $1.8M |
| Nwam LLC | 0.10% | Reduce -1.8% | 10,039 | $1.8M |
| Atlantic Union Bankshares Corp | 0.03% | Add +0.2% | 10,050 | $1.8M |
| Wealth Advisory Solutions, LLC | 0.42% | Reduce -0.1% | 9,969 | $1.8M |
| Legacy Edge Advisors, LLC | 0.20% | Reduce -2.4% | 9,891 | $1.8M |
| New South Capital Management Inc. | 0.08% | Add +417.8% | 9,890 | $1.8M |
| Wealth Dimensions Group, Ltd. | 0.36% | Reduce -3.2% | 9,875 | $1.8M |
| Modern Wealth Management, LLC | 0.03% | Reduce -1.9% | 9,692 | $1.8M |
| Stratos Wealth Partners, LTD. | 0.02% | Add +4.2% | 9,644 | $1.7M |
| Murphy, Middleton, Hinkle & Parker, Inc. | 0.84% | Add +2.9% | 10,065 | $1.7M |
| WealthPlan Investment Management, LLC | 0.11% | Add +4.0% | 9,568 | $1.7M |
| Legacy Bridge, LLC | 0.69% | Reduce -1.0% | 9,335 | $1.7M |
| HBK Sorce Advisory LLC | 0.04% | Add +7.2% | 8,440 | $1.7M |
| IFP Advisors, Inc | 0.04% | Add +69.2% | 9,291 | $1.7M |
| United Capital Financial Advisors, LLC | 0.01% | Add +46.3% | 9,087 | $1.6M |
| Windward Private Wealth Management Inc. | 0.57% | Reduce -9.1% | 9,086 | $1.6M |
| SilverOak Wealth Management LLC | 0.26% | No change | 9,053 | $1.6M |
| Berkshire Asset Management LLC | 0.07% | No change | 9,036 | $1.6M |
| Fidelis Capital Partners, LLC | 0.12% | Reduce -3.2% | 9,022 | $1.6M |
| DAVENPORT & Co LLC | 0.01% | Reduce -23.0% | 9,005 | $1.6M |
| Graves Light Lenhart Wealth, Inc. | 0.17% | Reduce -1.2% | 8,933 | $1.6M |
| Lowe Brockenbrough & Co. Inc. | 0.08% | Reduce -6.4% | 8,892 | $1.6M |
| Nest Investments, LLC | 1.34% | — | 8,849 | $1.6M |
| Squire Investment Management Company, LLC | 0.48% | Add +7.5% | 8,833 | $1.6M |
| Meridian Wealth Management, LLC | 0.06% | Add +18.3% | 8,682 | $1.6M |
| Atlas Legacy Advisors, LLC | 0.27% | Add +58.7% | 8,634 | $1.6M |
| St. Louis Trust Co | 0.18% | No change | 8,485 | $1.5M |
| Cozad Asset Management Inc. | 0.12% | Reduce -6.4% | 8,481 | $1.5M |
| Stordahl Capital Management, Inc. | 0.32% | Add +1.4% | 8,459 | $1.5M |
| Cornerstone Wealth Management, LLC | 0.08% | Add +4.2% | 8,404 | $1.5M |
| Great Valley Advisor Group, Inc. | 0.03% | Add +4.2% | 8,391 | $1.5M |
| Relyea Zuckerberg Hanson LLC | 0.15% | Reduce -0.4% | 8,384 | $1.5M |
| American Financial Advisors, LLC | 0.20% | Reduce -9.1% | 8,376 | $1.5M |
| Retirement Planning Group, LLC | 0.05% | Reduce -0.1% | 8,326 | $1.5M |
| Luts & Greenleigh Group, Inc. | 1.27% | Add +1.0% | 8,263 | $1.5M |
| MV Capital Management, Inc. | 0.14% | Reduce -13.0% | 8,104 | $1.5M |
| 626 Financial, LLC | 0.63% | Add +17.8% | 8,099 | $1.5M |
| Argent Trust Co | 0.05% | No change | 7,860 | $1.4M |
| Cornerstone Wealth Advisors, Inc. | 0.33% | Reduce -4.4% | 7,851 | $1.4M |
| Altiora Financial Group, LLC | 0.24% | No change | 7,831 | $1.4M |
| Cullen/Frost Bankers, Inc. | 0.02% | Add +53.6% | 7,781 | $1.4M |
| Veery Capital, LLC | 0.43% | Add +1.0% | 7,736 | $1.4M |
| Frederick Financial Consultants, LLC | 0.76% | Reduce -1.8% | 7,698 | $1.4M |
| Fifth Third Wealth Advisors LLC | 0.05% | Reduce -0.8% | 7,623 | $1.4M |
| Bryn Mawr Trust Advisors, LLC | 0.07% | Reduce -8.7% | 7,614 | $1.4M |
| Rodgers & Associates, LTD | 0.14% | Add +38.1% | 7,607 | $1.4M |
| Exencial Wealth Advisors, LLC | 0.04% | Reduce -2.7% | 7,475 | $1.4M |
| Harbour Capital Advisors, LLC | 0.28% | No change | 7,405 | $1.4M |
| Morris Financial Concepts, Inc. | 0.47% | Reduce -0.4% | 7,445 | $1.3M |
| Pacific Ridge Capital Partners, LLC | 0.29% | New | 7,251 | $1.3M |
| Pittenger & Anderson Inc. | 0.05% | No change | 7,125 | $1.3M |
| Paces Ferry Wealth Advisors, LLC | 0.52% | Add +1.0% | 7,089 | $1.3M |
| Eukles Asset Management | 0.50% | Add +0.5% | 7,071 | $1.3M |
| River Road Asset Management, LLC | 0.01% | New | 7,064 | $1.3M |
| Quantinno Capital Management LP | 0.00% | Add +120.0% | 7,039 | $1.3M |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -24.4% | 6,939 | $1.3M |
| Performance Wealth Partners, LLC | 0.03% | No change | 6,890 | $1.2M |
| Lowery Thomas, LLC | 0.70% | Reduce -14.3% | 6,827 | $1.2M |
| Ashton Thomas Private Wealth, LLC | 0.03% | Add +0.1% | 6,818 | $1.2M |
| Gallagher Fiduciary Advisors, LLC | 0.04% | Reduce -11.4% | 6,790 | $1.2M |
| Anchor Capital Advisors LLC | 0.04% | Add +16.7% | 6,742 | $1.2M |
| Greenspring Advisors, LLC | 0.07% | New | 6,734 | $1.2M |
| Renaissance Technologies | 0.00% | New | 6,700 | $1.2M |
| UMB Bank, n.a. | 0.02% | Reduce -4.8% | 6,686 | $1.2M |
| Ategra Capital Management, LLC | 0.69% | No change | 6,678 | $1.2M |
| Galvin, Gaustad & Stein, LLC | 0.10% | New | 6,629 | $1.2M |
| Nuveen, LLC | 0.00% | New | 6,625 | $1.2M |
| Founders Financial Securities LLC | 0.07% | Add +146.4% | 6,596 | $1.2M |
| LMCG Investments, LLC | 0.07% | Reduce -2.9% | 6,570 | $1.2M |
| Mutual Advisors, LLC | 0.03% | Reduce -1.3% | 6,558 | $1.2M |
| PDS Planning, Inc | 0.08% | Add +0.3% | 6,458 | $1.2M |
| Aptus Capital Advisors, LLC | 0.01% | Reduce -0.4% | 6,442 | $1.2M |
| VestGen Advisors, LLC | 0.05% | Add +18.1% | 6,430 | $1.2M |
| Evanson Asset Management, LLC | 0.06% | Reduce -0.0% | 6,425 | $1.2M |
| OpenArc Corporate Advisory, LLC | 0.02% | — | 6,320 | $1.1M |
| Smithbridge Asset Management Inc. | 0.10% | No change | 6,306 | $1.1M |
| Financial Guidance Group, Inc. | 0.46% | Reduce -0.4% | 6,240 | $1.1M |
| Moran Wealth Management, LLC | 0.03% | Reduce -53.5% | 6,223 | $1.1M |
| Public Employees Retirement System of Ohio | 0.00% | Add +225.7% | 6,220 | $1.1M |
| Calydon Capital | 0.19% | Add +0.6% | 6,204 | $1.1M |
| Insight 2811, Inc. | 0.50% | Reduce -4.8% | 6,197 | $1.1M |
| Valeo Financial Advisors, LLC | 0.02% | Reduce -2.6% | 6,156 | $1.1M |
| Private Wealth Asset Management, LLC | 0.12% | Add +4.5% | 6,141 | $1.1M |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.01% | Reduce -29.7% | 5,603 | $1.1M |
| HighMark Wealth Management LLC | 0.44% | Reduce -0.1% | 6,022 | $1.1M |
| First Bancorp, Inc | 0.58% | No change | 6,000 | $1.1M |
| Blue Bell Private Wealth Management, LLC | 0.16% | Reduce -1.9% | 5,984 | $1.1M |
| James Investment Research, Inc. | 0.12% | Reduce -4.5% | 5,899 | $1.1M |
| Horizon Investments, LLC | 0.01% | Add +178.7% | 5,899 | $1.1M |
| Highland Capital Management, LLC | 0.05% | Reduce -0.3% | 5,841 | $1.1M |
| Crescent Grove Advisors, LLC | 0.10% | Add +2.4% | 5,835 | $1.1M |
| Grey Fox Wealth Advisors, LLC | 0.21% | Reduce -4.4% | 5,794 | $1.0M |
| Smartleaf Asset Management LLC | 0.04% | Add +29.6% | 5,723 | $1.0M |
| FineMark National Bank & Trust | 0.03% | Add +33.7% | 5,582 | $1.0M |
| Integrated Advisors Network LLC | 0.04% | Add +0.5% | 5,539 | $1.0M |
| MassMutual Private Wealth & Trust, FSB | 0.03% | Reduce -3.0% | 5,539 | $1.0M |
| Clarion Wealth Managment Partners, LLC | 0.93% | Reduce -5.3% | 5,519 | $1.0M |
| Affinity Capital Advisors, LLC | 0.14% | Reduce -0.1% | 5,471 | $991K |
| American State Bank (Iowa) | 0.48% | Add +2.7% | 5,470 | $991K |
| Atom Investors LP | 0.08% | Reduce -97.6% | 5,461 | $990K |
| Oppenheimer & Co. Inc. | 0.01% | Reduce -6.4% | 5,457 | $989K |
| E&G Advisors, LLC | 0.22% | Reduce -1.8% | 5,429 | $984K |
| Axxcess Wealth Management, LLC | 0.02% | New | 5,398 | $978K |
| Citizens Financial Group Inc. | 0.01% | Add +0.7% | 5,367 | $973K |
| Paragon Financial Partners, Inc. | 0.60% | Add +0.3% | 5,353 | $970K |
| Maxele Advisors, LLC | 0.78% | Add +3.4% | 5,308 | $962K |
| Disciplined Investments, LLC | 0.37% | Reduce -0.4% | 5,307 | $962K |
| North Star Investment Management Corp. | 0.06% | Reduce -0.4% | 5,273 | $956K |
| Linden Thomas Advisory Services, LLC | 0.10% | New | 5,263 | $954K |
| Johnson Financial Group, Inc. | 0.04% | Add +41.3% | 5,236 | $949K |
| Culbertson A N & Co. Inc. | 0.13% | Reduce -1.1% | 5,151 | $933K |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +0.4% | 5,122 | $928K |
| Carbahal Olsen Financial Services Group, LLC | 0.70% | Add +1.2% | 5,061 | $917K |
| CI Investments Inc. | 0.00% | Reduce -16.6% | 5,059 | $917K |
| Vestmark Advisory Solutions, Inc. | 0.01% | New | 5,031 | $912K |
| NorthRock Partners, LLC | 0.02% | Add +27.8% | 5,028 | $911K |
| Becker Capital Management Inc. | 0.03% | Reduce -2.0% | 5,026 | $911K |
| SOL Capital Management CO | 0.08% | Reduce -1.0% | 5,010 | $908K |
| VAUGHAN & Co SECURITIES, INC. | 0.46% | Reduce -0.2% | 4,959 | $899K |
| Laurel Oak Wealth Management, LLC | 0.15% | — | 4,954 | $898K |
| Rehmann Capital Advisory Group | 0.05% | Add +5.0% | 4,947 | $896K |
| Retirement Investment Advisors, Inc. | 0.07% | Add +17.9% | 4,934 | $894K |
| Mma Asset Management LLC | 0.32% | Reduce -4.3% | 4,922 | $892K |
| Carnegie Investment Counsel | 0.02% | Add +0.6% | 4,906 | $889K |
| Bedel Financial Consulting, Inc. | 0.10% | Add +7.8% | 4,895 | $887K |
| Capula Management Ltd | 0.01% | New | 4,880 | $884K |
| Gables Capital Management Inc. | 0.37% | No change | 4,851 | $879K |
| ARK & TLK Investments, LLC | 0.24% | No change | 4,804 | $871K |
| Arista Wealth Management, LLC | 0.11% | No change | 4,804 | $871K |
| Brown Wealth Management, LLC | 0.23% | Reduce -17.2% | 4,793 | $869K |
| MWA Asset Management | 0.48% | Reduce -2.6% | 4,759 | $863K |
| Cascade Financial Partners, LLC | 0.09% | Reduce -5.8% | 4,741 | $859K |
| Renasant Bank | 0.58% | Reduce -2.3% | 4,723 | $856K |
| Center for Financial Planning, Inc. | 0.09% | Reduce -1.3% | 4,699 | $852K |
| Opus Capital Group, LLC | 0.09% | Reduce -0.5% | 4,693 | $850K |
| Rf&l Wealth Management, LLC | 0.48% | No change | 4,690 | $850K |
| Diversified Investment Strategies, LLC | 0.55% | Reduce -3.1% | 4,646 | $842K |
| Guidance Point Advisors, LLC | 0.20% | Add +1.4% | 4,632 | $840K |
| Jordan Park Group LLC | 0.05% | Reduce -16.3% | 4,629 | $839K |
| First Business Financial Services, Inc. | 0.08% | No change | 4,604 | $834K |
| Composition Wealth, LLC | 0.01% | Reduce -0.5% | 4,576 | $829K |
| Wealthspire Retirement, LLC | 0.05% | Reduce -0.8% | 4,574 | $829K |
| Allstreet Capital Advisors LLC | 0.59% | — | 4,532 | $821K |
| Kingsview Wealth Management, LLC | 0.01% | Add +2.1% | 4,480 | $812K |
| Pinnacle Associates Ltd. | 0.01% | Add +6.7% | 4,459 | $808K |
| Naviter Wealth, LLC | 0.10% | No change | 4,439 | $804K |
| Garde Capital, Inc. | 0.05% | Reduce -0.1% | 4,423 | $801K |
| Firestone Capital Management | 0.17% | No change | 4,422 | $801K |
| Chemung Canal Trust Co. | 0.16% | Add +24.1% | 4,422 | $801K |
| Evercore Wealth Management, LLC | 0.01% | No change | 4,400 | $797K |
| Brown Brothers Harriman & Co. | 0.00% | Add +2.3% | 4,390 | $796K |
| Connecticut Wealth Management, LLC | 0.03% | No change | 4,388 | $795K |
| Bricktown Capital, LLC | 0.13% | No change | 4,386 | $795K |
| Dravo Bay LLC | 0.33% | Reduce -6.4% | 4,362 | $790K |
| Widmann Financial Services, Inc. | 0.48% | Add +0.0% | 4,330 | $785K |
| Auxano Advisors, LLC | 0.15% | Reduce -0.3% | 4,322 | $783K |
| Evoke Wealth, LLC | 0.01% | Add +0.3% | 4,240 | $768K |
| Blake Schutter Theil Wealth Advisors, LLC | 0.62% | Add +0.3% | 4,172 | $756K |
| World Investment Advisors | 0.01% | Add +10.3% | 4,171 | $756K |
| Private Trust Co. NA | 0.07% | Add +5.1% | 4,170 | $756K |
| Capital Analysts, LLC | 0.02% | Reduce -21.7% | 4,150 | $752K |
| National Philanthropic Trust | 0.01% | No change | 4,139 | $750K |
| Chicago Partners Investment Group LLC | 0.02% | Add +20.6% | 3,812 | $746K |
| Cardiff Park Advisors, LLC | 0.06% | Reduce -3.3% | 4,095 | $742K |
| Davidson Trust Co. | 0.31% | Reduce -1.9% | 4,058 | $735K |
| GAMCO Investors | 0.01% | Reduce -0.6% | 4,045 | $733K |
| Magnus Financial Group LLC | 0.06% | Reduce -3.7% | 4,029 | $730K |
| Bessemer Group Inc. | 0.00% | Reduce -0.8% | 3,994 | $724K |
| Aprio Wealth Management, LLC | 0.04% | Add +0.0% | 3,986 | $722K |
| Tillman Hartley LLC | 0.18% | No change | 3,986 | $722K |
| DWR Wealth Management, LLC | 0.67% | — | 3,949 | $721K |
| Apella Capital, LLC | 0.01% | Reduce -3.1% | 3,972 | $720K |
| Phillips Financial Management, LLC | 0.05% | No change | 3,953 | $716K |
| Eagle Strategies LLC | 0.09% | Add +5.5% | 3,946 | $715K |
| Millennium Management | 0.00% | New | 3,938 | $714K |
| Stegner Investment Associates Inc. | 0.38% | Add +1.5% | 3,919 | $710K |
| Plum Street Advisors, LLC | 0.25% | Add +9.7% | 3,880 | $703K |
| Elevation Wealth Partners, LLC | 0.25% | Add +1.8% | 3,876 | $702K |
| Western Wealth Management, LLC | 0.03% | Add +9.0% | 3,875 | $702K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -2.9% | 3,872 | $702K |
| Cornerstone Advisors Asset Management, LLC | 0.11% | Add +3.8% | 3,843 | $696K |
| Prospera Financial Services Inc | 0.01% | Reduce -17.8% | 3,824 | $694K |
| William Blair Investment Management, LLC | 0.00% | New | 3,821 | $692K |
| Daymark Wealth Partners, LLC | 0.02% | Reduce -2.4% | 3,817 | $692K |
| Kaufman Rossin Wealth, LLC | 0.36% | New | 3,809 | $690K |
| Foster Group, Inc. | 0.02% | Reduce -6.7% | 3,808 | $690K |
| Perigon Wealth Management, LLC | 0.01% | Reduce -2.1% | 3,795 | $688K |
| Aft, Forsyth & Company, Inc. | 0.30% | Reduce -0.6% | 3,786 | $686K |
| Gladstone Institutional Advisory LLC | 0.03% | Reduce -0.2% | 3,755 | $681K |
| Hirtle & Co., LLC | 0.03% | Reduce -23.7% | 3,719 | $674K |
| Avior Wealth Management, LLC | 0.02% | Add +2.4% | 3,707 | $672K |
| Mission Wealth Management, LP | 0.01% | Add +55.2% | 3,699 | $670K |
| Welch & Forbes LLC | 0.01% | Reduce -1.3% | 3,675 | $666K |
| Diversified Portfolios, Inc. | 0.06% | Reduce -1.2% | 3,672 | $665K |
| Heck Capital Advisors, LLC | 0.05% | Reduce -6.3% | 3,669 | $665K |
| Rialto Wealth Management, LLC | 0.16% | No change | 3,653 | $662K |
| Smithfield Trust Co | 0.03% | Reduce -4.1% | 3,700 | $660K |
| Strategic Blueprint, LLC | 0.04% | Add +13.1% | 3,638 | $659K |
| Sigma Planning Corp | 0.02% | Add +0.3% | 3,613 | $655K |
| Palisades Hudson Asset Management, L.P. | 0.25% | Add +0.4% | 3,610 | $654K |
| Lanark Financial, Inc. | 0.05% | Add +3.7% | 3,606 | $654K |
| Heritage Wealth Advisors | 0.02% | No change | 3,600 | $652K |
| Klingenstein Fields & Co. LP | 0.02% | No change | 3,582 | $649K |
| Ascent Group, LLC | 0.02% | Add +0.9% | 3,559 | $645K |
| Chicago Capital, LLC | 0.02% | No change | 3,511 | $636K |
| Ullmann Wealth Partners Group, LLC | 0.07% | No change | 3,588 | $636K |
| Townsend Asset Management Corp. /NC/ | 0.22% | Add +0.6% | 3,485 | $632K |
| Curtis Advisory Group, LLC | 0.13% | Reduce -1.8% | 3,468 | $628K |
| Belpointe Asset Management LLC | 0.02% | New | 3,460 | $627K |
| Strategies Wealth Advisors, LLC | 0.06% | Reduce -8.2% | 3,448 | $625K |
| Red Reef Advisors LLC | 0.64% | — | 3,446 | $624K |
| Fiduciary Financial Group, LLC | 0.09% | Add +0.2% | 3,444 | $624K |
| BIP Wealth, LLC | 0.02% | Reduce -0.4% | 3,441 | $624K |
| Pine Valley Investments Ltd Liability Co | 0.03% | Add +0.9% | 3,430 | $621K |
| American Wealth Advisors, LLC | 0.61% | Add +0.6% | 3,401 | $616K |
| McKinley Carter Wealth Services, Inc. | 0.03% | Reduce -0.6% | 3,400 | $616K |
| Capital Group Private Client Services, Inc. | 0.01% | Add +0.5% | 3,383 | $613K |
| Sound View Wealth Advisors Group, LLC | 0.04% | Add +0.0% | 3,353 | $608K |
| Haverford Trust Co | 0.01% | Reduce -1.0% | 3,347 | $607K |
| Nicolet Advisory Services, LLC | 0.04% | Add +85.0% | 3,152 | $604K |
| Alesco Advisors, LLC, An ESL Co | 0.02% | No change | 3,325 | $603K |
| Caldwell Trust Co | 0.05% | No change | 3,305 | $599K |
| PFG Investments, LLC | 0.03% | Add +2.3% | 3,294 | $597K |
| Equitable Trust Co. | 0.03% | Add +93.0% | 3,292 | $597K |
| SCS Capital Management LLC | 0.01% | Reduce -0.7% | 3,284 | $595K |
| Monograph Wealth Advisors, LLC | 0.06% | No change | 3,284 | $595K |
| Archvest Wealth Advisors, Inc. | 0.38% | Add +4.5% | 3,277 | $594K |
| Yardley Wealth Management LLC | 0.32% | No change | 3,275 | $593K |
| Intrepid Financial Planning Group LLC | 0.23% | Reduce -1.1% | 3,270 | $592K |
| JFS Wealth Advisors, LLC | 0.03% | Reduce -7.2% | 3,245 | $588K |
| Harbor Capital Advisors, Inc. | 0.05% | Reduce -75.4% | 3,239 | $587K |
| Smith Thornton Advisors LLC | 0.30% | No change | 3,225 | $584K |
| KDK Private Wealth Management, LLC | 0.51% | Reduce -2.6% | 3,212 | $582K |
| Apollon Wealth Management, LLC | 0.01% | Add +51.9% | 3,198 | $580K |
| CFG Wealth Management Services, Inc. | 0.55% | — | 3,193 | $579K |
| Diversify Wealth Management, LLC | 0.03% | Add +6.7% | 2,976 | $571K |
| Icon Wealth Advisors, LLC | 0.04% | No change | 3,144 | $570K |
| Forum Financial Management, LP | 0.01% | No change | 3,144 | $570K |
| Patriot Investment Management Group, Inc. | 0.04% | No change | 3,082 | $558K |
| Key Financial Inc | 0.10% | No change | 3,062 | $555K |
| Trust Co. of Vermont | 0.02% | Reduce -8.1% | 3,059 | $554K |
| True North Advisors, LLC | 0.07% | No change | 3,028 | $549K |
| Embree Financial Group | 0.07% | Add +5.7% | 3,023 | $548K |
| Cahaba Wealth Management, Inc. | 0.04% | Add +0.6% | 3,014 | $546K |
| Broadview Financial Management, LLC | 0.37% | Add +1.2% | 3,013 | $546K |
| Sage Capital Management, LLC | 0.25% | Add +0.4% | 3,001 | $545K |
| Riverbend Wealth Management, LLC | 0.34% | No change | 3,000 | $544K |
| Keudell/Morrison Wealth Management | 0.11% | — | 3,000 | $544K |
| Fulton Breakefield Broenniman LLC | 0.03% | No change | 2,999 | $543K |
| First Commonwealth Financial Corp | 0.09% | Reduce -16.4% | 2,994 | $543K |
| Castle Wealth Management LLC | 0.18% | Add +0.0% | 2,988 | $541K |
| TD Private Client Wealth LLC | 0.01% | Add +11.0% | 2,986 | $541K |
| Sax Wealth Advisors, LLC | 0.03% | Reduce -16.3% | 2,986 | $541K |
| St Germain D J Co. Inc. | 0.02% | No change | 2,976 | $539K |
| WealthPLAN Partners, LLC | 0.08% | No change | 2,968 | $538K |
| Focus Financial Network, Inc. | 0.02% | Reduce -8.6% | 2,967 | $538K |
| Signature Estate & Investment Advisors LLC | 0.01% | Reduce -5.0% | 2,959 | $536K |
| Legacy Advisors, LLC | 0.06% | Reduce -12.3% | 2,949 | $534K |
| HighPoint Advisor Group LLC | 0.01% | New | 2,924 | $530K |
| Ancora Advisors LLC | 0.01% | No change | 2,923 | $530K |
| Canandaigua National Bank & Trust Co. | 0.05% | Add +0.1% | 2,896 | $525K |
| Steel Grove Capital Advisors, LLC | 0.05% | No change | 2,884 | $523K |
| Integrity Alliance, Llc. | 0.02% | Add +76.9% | 2,869 | $520K |
| Summit Wealth Group LLC / Co. | 0.07% | New | 2,862 | $519K |
| St. Clair Advisors, LLC | 0.13% | No change | 2,856 | $518K |
| Verus Capital Partners, LLC | 0.03% | Reduce -13.1% | 2,831 | $513K |
| Maltin Wealth Management, Inc. | 0.20% | Add +0.5% | 2,818 | $511K |
| Evermay Wealth Management LLC | 0.06% | No change | 2,818 | $511K |
| Catalyst Financial Partners LLC | 0.06% | No change | 2,806 | $508K |
| Shaker Investments LLC | 0.21% | New | 2,800 | $507K |
| Berkeley, Inc | 0.16% | Add +0.0% | 2,783 | $504K |
| Procyon Advisors, LLC | 0.02% | Add +9.8% | 2,781 | $504K |
| Legacy Capital Group California, Inc. | 0.12% | Add +2.9% | 2,773 | $502K |
| Wasatch Advisors LP | 0.00% | New | 2,765 | $501K |
| New Age Alpha Advisors, LLC | 0.02% | Add +42.7% | 2,757 | $500K |
| Cadence Bank | 0.03% | Reduce -0.5% | 2,746 | $498K |
| Creekside Partners | 0.21% | Add +0.2% | 2,742 | $497K |
| Brandywine Oak Private Wealth LLC | 0.04% | No change | 2,721 | $493K |
| Paulson Wealth Management Inc. | 0.11% | Reduce -0.5% | 2,700 | $489K |
| Wealth Alliance, LLC | 0.05% | New | 2,686 | $487K |
| QRG Capital Management, Inc. | 0.01% | Add +21.8% | 2,672 | $484K |
| Stonebridge Financial Planning Group, LLC | 0.17% | Add +5.9% | 2,659 | $482K |
| Appleton Partners Inc. | 0.03% | Reduce -9.8% | 2,654 | $481K |
| Compound Planning, Inc. | 0.01% | Reduce -34.7% | 2,602 | $471K |
| Strategic Wealth Advisors LLC | 0.40% | — | 2,590 | $469K |
| Sankala Group LLC | 0.37% | — | 2,372 | $469K |
| First Western Trust Bank | 0.02% | No change | 2,581 | $468K |
| Sage Financial Group Inc. | 0.03% | Reduce -9.9% | 2,574 | $466K |
| Cibc World Market Inc. | 0.00% | Reduce -10.1% | 2,574 | $466K |
| Oak Barrel Wealth Advisory LLC | 0.28% | — | 2,568 | $465K |
| Legacy Trust | 0.09% | Add +52.0% | 2,568 | $465K |
| Endeavor Private Wealth, Inc. | 0.13% | No change | 2,530 | $458K |
| Total Clarity Wealth Management, Inc. | 0.11% | Add +109.3% | 2,512 | $455K |
| BTC Capital Management, Inc. | 0.03% | No change | 2,496 | $452K |
| Cary Street Partners Financial LLC | 0.01% | Add +0.1% | 2,474 | $448K |
| Spire Wealth Management | 0.01% | Reduce -7.1% | 2,473 | $448K |
| Trust Point Inc. | 0.04% | No change | 2,472 | $448K |
| Insigneo Advisory Services, LLC | 0.03% | Add +65.9% | 2,469 | $447K |
| Liberty Square Wealth Partners LLC | 0.13% | Reduce -2.3% | 2,445 | $443K |
| Friday Financial | 0.16% | Add +2.6% | 2,443 | $443K |
| Lutz Financial Services LLC | 0.03% | Reduce -0.3% | 2,440 | $442K |
| Ausdal Financial Partners, Inc. | 0.02% | Add +0.6% | 2,436 | $441K |
| Independent Advisor Alliance | 0.01% | Add +15.1% | 2,433 | $441K |
| Mycio Wealth Partners, LLC | 0.09% | Add +0.6% | 2,428 | $440K |
| Fulton Bank, N.A. | 0.02% | Add +49.4% | 2,426 | $440K |
| Colonial Trust Co / SC | 0.06% | Reduce -0.3% | 2,406 | $439K |
| Principal Securities, Inc. | 0.01% | Reduce -2.0% | 2,418 | $438K |
| Vise Technologies, Inc. | 0.01% | New | 2,404 | $436K |
| Emergent Wealth Advisors, LLC | 0.24% | Add +0.5% | 2,397 | $434K |
| Paragon Capital Management Ltd | 0.09% | Reduce -3.5% | 2,388 | $433K |
| Rhumbline Advisers | 0.00% | Add +64.1% | 2,385 | $432K |
| Pettinga Financial Advisors LLC | 0.08% | Reduce -6.8% | 2,382 | $432K |
| Keebeck Wealth Management | 0.05% | Reduce -10.9% | 2,379 | $431K |
| Gator Capital Management, LLC | 0.09% | No change | 2,375 | $430K |
| Valmark Advisers, Inc. | 0.01% | No change | 2,369 | $429K |
| Croban | 0.21% | Reduce -4.3% | 2,362 | $428K |
| Cornell Pochily Investment Advisors, Inc. | 0.12% | Add +45.6% | 2,358 | $427K |
| Centennial Bank | 0.17% | Reduce -12.9% | 2,355 | $427K |
| Mayflower Financial Advisors, LLC | 0.05% | Reduce -5.5% | 2,347 | $425K |
| Teachers Insurance & Annuity Association of America | 0.50% | No change | 2,341 | $424K |
| Concurrent Investment Advisors, LLC | 0.00% | Add +93.0% | 2,327 | $422K |
| Diversified Enterprises, LLC | 0.03% | Add +21.8% | 2,326 | $421K |
| Annandale Capital, LLC | 0.07% | Add +63.4% | 2,301 | $417K |
| Triad Wealth Partners, LLC | 0.04% | Reduce -0.9% | 2,300 | $417K |
| CJM Wealth Advisers, Ltd. | 0.12% | Add +0.8% | 2,292 | $415K |
| Nicolet Bankshares Inc. | 0.07% | Reduce -8.8% | 2,289 | $415K |
| Freestone Capital Holdings, LLC | 0.01% | Add +5.3% | 2,287 | $414K |
| Elm Partners Management LLC | 0.02% | No change | 2,276 | $412K |
| Fiducient Advisors LLC | 0.05% | Reduce -41.9% | 2,275 | $412K |
| American National Bank & Trust | 0.04% | No change | 2,260 | $410K |
| Cambridge Financial Group, LLC | 0.14% | Add +9.2% | 2,353 | $408K |
| Cahill Financial Advisors Inc. | 0.04% | No change | 2,251 | $408K |
| Valley Forge Investment Consultants Inc. Adv | 0.12% | No change | 2,249 | $408K |
| Sapient Capital LLC | 0.01% | Add +33.3% | 2,229 | $407K |
| Invested Advisors | 0.42% | New | 2,241 | $406K |
| Capital Square, LLC | 0.21% | No change | 2,222 | $403K |
| Smith, Moore & Co. | 0.03% | Reduce -2.0% | 2,221 | $402K |
| Mgo One Seven LLC | 0.01% | Add +4.4% | 2,220 | $402K |
| Premier Path Wealth Partners, LLC | 0.05% | Reduce -0.8% | 2,218 | $402K |
| Cannell & Spears LLC | 0.01% | Reduce -4.8% | 2,205 | $400K |
| Ameritas Advisory Services, LLC | 0.01% | Add +92.0% | 2,204 | $399K |
| Amarillo National Bank | 0.07% | Reduce -0.3% | 2,197 | $398K |
| Baxter Bros Inc. | 0.05% | No change | 2,175 | $394K |
| PW Advisors, LLC \ FL | 0.32% | — | 2,166 | $392K |
| Optimist Retirement Group LLC | 0.18% | No change | 2,164 | $392K |
| National Bank of Canada | 0.00% | Add +3.1% | 2,142 | $388K |
| Tassel Capital Management, Inc. | 0.23% | Add +0.6% | 2,137 | $387K |
| Truepoint, Inc. | 0.01% | No change | 2,124 | $385K |
| Diversified Trust Co. | 0.01% | No change | 2,120 | $384K |
| Aurelius Family Office LLC | 0.17% | Reduce -0.3% | 2,072 | $384K |
| GM Advisory Group, LLC | 0.01% | Add +1.2% | 2,115 | $383K |
| Howe & Rusling Inc. | 0.03% | No change | 2,108 | $382K |
| Coastwise Capital Group, LLC | 0.20% | Add +0.6% | 2,104 | $381K |
| N.E.W. Advisory Services LLC | 0.03% | Reduce -4.2% | 2,092 | $379K |
| Builder Investment Group Inc. | 0.08% | No change | 2,087 | $378K |
| Mather Group, Llc. | 0.00% | Add +3.5% | 2,084 | $378K |
| Krilogy Financial LLC | 0.01% | Reduce -2.2% | 1,937 | $377K |
| Steph & Co. | 0.11% | Reduce -5.3% | 2,072 | $375K |
| Fort Point Capital Partners LLC | 0.05% | No change | 1,907 | $373K |
| Patten & Patten Inc. | 0.02% | Reduce -2.3% | 2,052 | $372K |
| Skyline Advisors, Inc. | 0.12% | Add +0.6% | 2,038 | $369K |
| Well Done, LLC | 0.05% | Add +0.1% | 2,025 | $367K |
| Y-Intercept (Hong Kong) Ltd | 0.01% | New | 2,020 | $366K |
| Allen Investment Management, LLC | 0.00% | No change | 2,017 | $366K |
| BridgePort Financial Solutions, LLC | 0.10% | Reduce -11.5% | 2,016 | $365K |
| Crestwood Advisors Group, LLC | 0.01% | No change | 2,016 | $365K |
| Leo Wealth, LLC | 0.03% | Add +21.3% | 2,002 | $363K |
| City National Bank of Florida | 0.24% | No change | 2,000 | $362K |
| Regency Capital Management Inc.\DE | 0.15% | No change | 2,000 | $362K |
| Bci Securities, Inc. | 3.11% | — | 1,988 | $360K |
| Investment Advisory Group, LLC | 0.09% | Add +53.3% | 1,985 | $360K |
| Old National Bancorp | 0.01% | Reduce -2.3% | 1,978 | $358K |
| W Advisors, LLC | 0.18% | No change | 1,950 | $353K |
| McMill Wealth Management | 0.10% | No change | 1,948 | $353K |
| Aspen Grove Capital, LLC | 0.06% | No change | 1,937 | $351K |
| Plante Moran Financial Advisors, LLC | 0.02% | Add +2.6% | 1,924 | $349K |
| Robertson Stephens Wealth Management, LLC | 0.01% | Add +0.5% | 1,910 | $346K |
| Sharp Wealth Advisory, LLC | 0.17% | Add +38.7% | 1,907 | $346K |
| Mosaic Family Wealth Partners, LLC | 0.04% | Add +0.1% | 1,903 | $345K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | Add +5.3% | 1,898 | $344K |
| Rossmore Private Capital | 0.03% | Add +101.8% | 1,897 | $344K |
| Wedbush Securities Inc. | 0.01% | Add +25.8% | 1,895 | $343K |
| Chapin Davis, Inc. | 0.08% | No change | 1,856 | $336K |
| Clarius Group, LLC | 0.02% | No change | 1,852 | $336K |
| Advyzon Investment Management, LLC | 0.04% | New | 1,839 | $333K |
| Three Bridge Wealth Advisors, LLC | 0.09% | No change | 1,820 | $330K |
| Alvarez & Marsal Private Wealth Partners, LLC | 0.06% | — | 1,819 | $330K |
| Westwood Holdings Group Inc. | 0.00% | New | 1,810 | $328K |
| Peak Asset Management, LLC | 0.06% | No change | 1,805 | $327K |
| Linscomb Wealth, Inc. | 0.01% | No change | 1,785 | $323K |
| First Nebraska Trust Co | 0.03% | No change | 1,774 | $321K |
| Financial Engines Advisors L.L.C. | 0.00% | Reduce -3.0% | 1,771 | $321K |
| Navigation Wealth Management, Inc. | 0.48% | Reduce -0.5% | 1,768 | $320K |
| StoneX Group Inc. | 0.01% | No change | 1,766 | $320K |
| Matrix Asset Advisors Inc. | 0.03% | No change | 1,765 | $320K |
| Financial Management Network Inc. | 0.05% | Reduce -6.6% | 1,747 | $319K |
| Retirement Income Solutions, Inc. | 0.05% | No change | 1,758 | $319K |
| Moisand Fitzgerald Tamayo, LLC | 0.04% | No change | 1,757 | $318K |
| Investmark Advisory Group LLC | 0.14% | Add +1.1% | 1,754 | $318K |
| IHT Wealth Management, LLC | 0.01% | Reduce -8.9% | 1,743 | $316K |
| AdvisorNet Financial, Inc | 0.02% | Add +0.1% | 1,737 | $315K |
| Oath Planning, LLC | 0.31% | — | 1,733 | $314K |
| Wedgewood Investors Inc. | 0.36% | Reduce -6.9% | 1,721 | $312K |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 0.10% | Reduce -1.2% | 1,690 | $306K |
| Verum Partners LLC | 0.06% | Add +0.5% | 1,688 | $306K |
| New England Private Wealth Advisors LLC | 0.04% | Add +0.3% | 1,673 | $303K |
| J.W. Cole Advisors, Inc. | 0.01% | Reduce -3.4% | 1,949 | $303K |
| Eight 31 Financial, LLC | 0.17% | Add +3.5% | 1,667 | $302K |
| DiNuzzo Private Wealth, Inc. | 0.03% | No change | 1,665 | $302K |
| Decision Investments, Inc. | 0.32% | — | 1,634 | $296K |
| Destination Wealth Management | 0.01% | Add +4.5% | 1,625 | $294K |
| West Michigan Advisors, LLC | 0.07% | Reduce -0.8% | 1,624 | $294K |
| Hudson Bay Capital Management LP | 0.00% | New | 1,622 | $294K |
| Kanawha Capital Management LLC | 0.02% | Reduce -2.7% | 1,611 | $292K |
| Raffa Wealth Management, LLC | 0.04% | Add +0.6% | 1,585 | $287K |
| Joel Isaacson & Co., LLC | 0.01% | Add +7.3% | 1,584 | $287K |
| Bearing Point Capital, LLC | 0.04% | No change | 1,578 | $286K |
| TCTC Holdings, LLC | 0.01% | No change | 1,574 | $285K |
| Dimension Capital Management LLC | 0.04% | Reduce -37.0% | 1,560 | $283K |
| Stonebridge Financial Group, LLC / MO | 0.24% | — | 1,560 | $283K |
| Ellis Investment Partners, LLC | 0.05% | No change | 1,556 | $282K |
| Pinnacle Wealth Planning Services, Inc. | 0.03% | No change | 1,556 | $282K |
| Oliver Luxxe Assets LLC | 0.04% | Reduce -2.5% | 1,556 | $282K |
| Alexander Randolph Advisory, Inc. | 0.23% | No change | 1,555 | $282K |
| Glass Jacobson Investment Advisors llc | 0.10% | No change | 1,548 | $281K |
| Certified Advisory Corp | 0.03% | Reduce -25.6% | 1,545 | $280K |
| Savvy Advisors, Inc. | 0.01% | Reduce -16.3% | 1,539 | $279K |
| Compass Ion Advisors, LLC | 0.03% | Add +2.2% | 1,529 | $277K |
| Capital Advantage, Inc. | 0.04% | Reduce -2.4% | 1,525 | $276K |
| Laurel Wealth Advisors LLC | 0.04% | New | 1,516 | $275K |
| Empower Advisory Group, LLC | 0.00% | Reduce -35.9% | 1,515 | $275K |
| Elwood & Goetz Wealth Advisory Group, LLC | 0.05% | New | 1,507 | $273K |
| Romano Brothers and Company | 0.03% | Add +5.9% | 1,502 | $272K |
| Aufman Associates Inc | 0.14% | No change | 1,500 | $272K |
| Navis Wealth Advisors, LLC | 0.12% | No change | 1,500 | $272K |
| Oakworth Capital, Inc. | 0.01% | No change | 1,496 | $271K |
| Summit Financial Wealth Advisors, LLC | 0.04% | No change | 1,484 | $269K |
| Independence Bank of Kentucky | 0.03% | No change | 1,484 | $269K |
| Certuity, LLC | 0.02% | Reduce -15.2% | 1,459 | $264K |
| Northstar Group, Inc. | 0.04% | No change | 1,455 | $264K |
| Larson Financial Group LLC | 0.01% | Add +1.1% | 1,448 | $262K |
| Union Savings Bank | 0.11% | — | 1,440 | $261K |
| Kingswood Wealth Advisors, LLC | 0.01% | New | 1,439 | $261K |
| Live Oak Private Wealth LLC | 0.04% | No change | 1,438 | $261K |
| Asset Dedication, LLC | 0.02% | Reduce -6.0% | 1,434 | $260K |
| Gotham Asset Management | 0.00% | No change | 1,433 | $260K |
| Westwood Wealth Management | 0.19% | New | 1,430 | $259K |
| Lionshead Wealth Management, LLC | 0.19% | No change | 1,430 | $259K |
| Clientfirst Wealth Management, LLC | 0.21% | No change | 1,430 | $259K |
| Chatham Capital Group, Inc. | 0.04% | No change | 1,410 | $256K |
| Hoxton Planning & Management, LLC | 0.08% | No change | 1,409 | $255K |
| Diversified Management Inc. | 0.06% | — | 1,408 | $255K |
| Matauro, LLC | 0.04% | Add +0.6% | 1,403 | $254K |
| Smith Salley Wealth Management | 0.01% | No change | 1,399 | $254K |
| Shepherd Financial Partners LLC | 0.02% | Reduce -5.5% | 1,385 | $251K |
| Traveka Wealth, LLC | 0.10% | New | 1,374 | $249K |
| Clearwave Capital, LLC | 0.18% | — | 1,359 | $246K |
| Meridian Financial Partners LLC | 0.10% | No change | 1,246 | $246K |
| McNamara Financial Services, Inc. | 0.05% | Reduce -18.5% | 1,350 | $245K |
| Sigma Investment Counselors Inc. | 0.01% | Reduce -7.2% | 1,348 | $244K |
| KLCM Advisors, Inc. | 0.02% | New | 1,338 | $243K |
| CCG Wealth Management, LLC | 0.10% | Reduce -2.7% | 1,337 | $242K |
| Hollencrest Capital Management | 0.01% | No change | 1,335 | $242K |
| Saxon Interests, Inc. | 0.09% | No change | 1,331 | $241K |
| Athena Investment Management | 0.12% | No change | 1,325 | $240K |
| Keystone Wealth Services, LLC | 0.05% | No change | 1,318 | $239K |
| Capital Investment Advisors, LLC | 0.00% | Add +1.5% | 1,315 | $238K |
| Bradley Foster & Sargent Inc. | 0.00% | Reduce -0.5% | 1,314 | $238K |
| Independent Financial Group, LLC | 0.01% | Add +0.1% | 1,313 | $238K |
| Planned Solutions, Inc. | 0.08% | No change | 1,302 | $236K |
| Cladis Investment Advisory, LLC | 0.13% | No change | 1,300 | $236K |
| HRT Financial LP | 0.00% | Reduce -56.0% | 1,301 | $235K |
| Cypress Capital Group | 0.03% | No change | 1,296 | $235K |
| Castleark Management LLC | 0.01% | New | 1,290 | $234K |
| William Howard & Co Financial Advisors Inc | 0.20% | No change | 1,289 | $234K |
| Mesirow Financial Investment Management, Inc. | 0.00% | Reduce -53.2% | 1,289 | $234K |
| Roof Eidam Maycock Peralta, LLC | 0.05% | No change | 1,283 | $232K |
| Wedmont Private Capital | 0.01% | Add +1.2% | 1,234 | $231K |
| Cannon Financial Strategists, Inc. | 0.03% | Add +1.9% | 1,265 | $229K |
| S.A. Mason LLC | 0.09% | No change | 1,263 | $229K |
| Partners in Financial Planning | 0.04% | Add +0.2% | 1,261 | $228K |
| Ritholtz Wealth Management | 0.00% | New | 1,256 | $228K |
| MLP3, LLC | 0.25% | — | 1,255 | $227K |
| NBT Bank, N.A. | 0.01% | No change | 1,255 | $227K |
| Bayban | 0.20% | — | 1,250 | $227K |
| Dakota Wealth Management | 0.00% | Add +2.5% | 1,248 | $226K |
| FourThought Financial Partners, LLC | 0.02% | New | 1,247 | $226K |
| 1834 Investment Advisors Co. | 0.03% | Reduce -11.4% | 1,240 | $225K |
| Prime Capital Investment Advisors, LLC | 0.00% | New | 1,240 | $225K |
| Anchor Investment Management, LLC | 0.02% | No change | 1,236 | $224K |
| Meritage Portfolio Management | 0.01% | Reduce -55.1% | 1,235 | $224K |
| Capstone Investment Advisors, LLC | 0.00% | Reduce -82.0% | 1,235 | $224K |
| Professional Advisory Services Inc. | 0.03% | No change | 1,232 | $223K |
| Curio Wealth, LLC | 0.08% | New | 1,195 | $221K |
| Timonier Family Office, LTD. | 0.07% | No change | 1,207 | $219K |
| Sunpointe, LLC | 0.07% | No change | 1,200 | $217K |
| Canandaigua National Trust Co of Florida | 0.14% | New | 1,195 | $217K |
| M.E. Allison & Co., Inc. | 0.15% | Add +0.6% | 1,192 | $216K |
| Foresight Capital Management Advisors, Inc. | 0.12% | No change | 1,190 | $216K |
| Palisade Asset Management, LLC | 0.02% | No change | 1,184 | $215K |
| CGN Advisors LLC | 0.02% | No change | 1,183 | $214K |
| Genesee Capital Advisors, LLC | 0.09% | No change | 1,170 | $212K |
| CENTRAL TRUST Co | 0.00% | No change | 1,167 | $211K |
| Roehl & Yi Investment Advisors, LLC | 0.08% | New | 1,165 | $211K |
| Blankinship & Foster, LLC | 0.04% | Reduce -3.3% | 1,150 | $208K |
| Tranquility Partners, LLC | 0.07% | New | 1,148 | $208K |
| Orion Porfolio Solutions, LLC | 0.00% | Reduce -53.6% | 1,146 | $208K |
| GWN Securities Inc. | 0.04% | New | 1,144 | $207K |
| Asempa Wealth Advisors | 0.18% | — | 1,135 | $206K |
| WASHINGTON TRUST Co | 0.01% | New | 1,131 | $205K |
| Sovran Advisors, LLC | 0.02% | New | 1,047 | $205K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +3.6% | 1,126 | $204K |
| Sowell Financial Services LLC | 0.01% | New | 1,122 | $203K |
| Cove Private Wealth, LLC | 0.06% | New | 1,111 | $201K |
| Bank of Nova Scotia | 0.00% | New | 1,110 | $201K |
| Fortitude Family Office, LLC | 0.05% | New | 1,102 | $200K |
| HM Payson & Co. | 0.00% | No change | 1,100 | $199K |
| Lazard Asset Management LLC | 0.00% | No change | 1,100 | $199K |
| EverSource Wealth Advisors, LLC | 0.01% | Add +12.1% | 1,090 | $198K |
| Centaurus Financial, Inc. | 0.01% | Reduce -5.2% | 1,060 | $192K |
| Cherry Tree Wealth Management, LLC | 0.04% | No change | 1,043 | $189K |
| Rothschild Investment LLC | 0.01% | No change | 1,037 | $188K |
| International Assets Investment Management, LLC | 0.01% | New | 1,029 | $186K |
| Wealth Enhancement Trust Services, Inc. | 0.02% | — | 988 | $179K |
| Cornerstone Planning Group LLC | 0.03% | Add +0.6% | 917 | $178K |
| Versant Capital Management, Inc | 0.02% | Add +14.6% | 981 | $178K |
| Copia Wealth Management | 0.13% | Add +1.7% | 973 | $176K |
| Clearstead Trust, LLC | 0.03% | No change | 946 | $171K |
| Westside Investment Management, Inc. | 0.03% | No change | 940 | $170K |
| City State Bank | 0.05% | No change | 939 | $170K |
| Rice Partnership, LLC | 0.02% | Reduce -2.3% | 938 | $170K |
| Washington Trust Advisors, Inc. | 0.01% | No change | 925 | $168K |
| Sage Mountain Advisors LLC | 0.01% | No change | 925 | $168K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | New | 900 | $163K |
| Walsh & Associates, LLC | 0.16% | — | 894 | $162K |
| Addison Advisors LLC | 0.04% | No change | 880 | $159K |
| SG Americas Securities, LLC | 0.00% | Reduce -20.2% | 870 | $158K |
| Topsail Wealth Management, LLC | 0.02% | No change | 823 | $149K |
| Pinney & Scofield, Inc. | 0.08% | No change | 810 | $147K |
| Foster Dykema Cabot & Partners, LLC | 0.01% | No change | 807 | $146K |
| SouthState Bank Corp | 0.01% | No change | 793 | $144K |
| Red Tortoise LLC | 0.06% | Add +0.5% | 789 | $143K |
| GW&K Investment Management, LLC | 0.00% | New | 789 | $143K |
| Motco | 0.01% | No change | 782 | $142K |
| WealthShield Partners, LLC | 0.02% | No change | 772 | $140K |
| J.Safra Asset Management Corp | 0.01% | New | 760 | $138K |
| Grand Wealth Management, LLC | 0.06% | No change | 756 | $137K |
| Thompson Investment Management, Inc. | 0.02% | No change | 754 | $137K |
| Basepoint Wealth LLC | 0.08% | New | 753 | $136K |
| GAMMA Investing LLC | 0.01% | No change | 720 | $130K |
| Angeles Wealth Management, LLC | 0.01% | Add +25.0% | 719 | $130K |
| Dorato Capital Management | 0.10% | — | 656 | $127K |
| LRI Investments, LLC | 0.01% | Reduce -10.6% | 678 | $123K |
| Grove Bank & Trust | 0.01% | No change | 659 | $119K |
| Smallwood Wealth Investment Management, LLC | 0.06% | No change | 658 | $119K |
| Navigoe, LLC | 0.07% | Add +0.3% | 657 | $119K |
| JDM Financial Group LLC | 0.05% | Reduce -4.4% | 655 | $119K |
| West Paces Advisors Inc. | 0.02% | No change | 650 | $118K |
| Flagship Wealth Advisors, LLC | 0.03% | No change | 647 | $117K |
| Columbia Asset Management | 0.02% | New | 646 | $117K |
| AlphaCore Capital LLC | 0.00% | Add +1297.8% | 629 | $114K |
| Creative Financial Designs Inc. | 0.01% | Reduce -0.9% | 629 | $114K |
| EPG Wealth Management LLC | 0.03% | Add +0.5% | 610 | $111K |
| Brown, Lisle/Cummings, Inc. | 0.03% | No change | 605 | $110K |
| Adkins Seale Capital Management LLC | 0.11% | — | 600 | $109K |
| Nvwm, LLC | 0.02% | No change | 600 | $109K |
| Coston, McIsaac & Partners | 0.03% | Add +30.1% | 597 | $108K |
| Ares Financial Consulting, LLC | 0.10% | — | 575 | $104K |
| Capital Investment Advisory Services, LLC | 0.01% | Add +218.0% | 547 | $99K |
| CNB Bank | 0.04% | Add +15.9% | 546 | $99K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.03% | Add +1448.6% | 542 | $98K |
| CoreFirst Bank & Trust | 0.05% | No change | 525 | $95K |
| Manchester Capital Management LLC | 0.01% | Reduce -47.4% | 523 | $95K |
| Stonehage Fleming Financial Services Holdings Ltd | 0.00% | No change | 489 | $89K |
| 3Chopt Investment Partners, LLC | 0.02% | No change | 485 | $88K |
| Balentine LLC | 0.00% | Reduce -7.5% | 480 | $87K |
| Windsor Advisory Group, LLC | 0.08% | No change | 474 | $86K |
| First United Bank & Trust | 0.03% | No change | 450 | $82K |
| Atwood & Palmer Inc. | 0.00% | No change | 439 | $80K |
| Caitlin John, LLC | 0.05% | Reduce -9.3% | 437 | $79K |
| Redmont Wealth Advisors LLC | 0.12% | No change | 430 | $78K |
| Strategic Wealth Partners, Ltd. | 0.01% | Add +0.2% | 427 | $77K |
| BOK Financial Private Wealth, Inc. | 0.00% | Add +0.2% | 423 | $77K |
| Signaturefd, LLC | 0.00% | Add +77.9% | 418 | $76K |
| MilWealth Group LLC | 0.02% | No change | 417 | $76K |
| Frazier Financial Advisors, LLC | 0.04% | No change | 413 | $75K |
| SHP Wealth Management | 0.01% | — | 405 | $73K |
| SOA Wealth Advisors, LLC. | 0.01% | Add +0.5% | 401 | $73K |
| Dara Capital Us, Inc. | 0.06% | — | 400 | $72K |
| Seneschal Advisors, LLC | 0.05% | Reduce -2.4% | 400 | $72K |
| Financial Perspectives, Inc | 0.02% | Add +0.3% | 395 | $71K |
| Private Wealth Management Group, LLC | 0.02% | Add +225.0% | 390 | $71K |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 0.05% | — | 387 | $70K |
| Community Bank, N.A. | 0.01% | No change | 384 | $70K |
| Eastern Bank | 0.00% | Reduce -23.3% | 375 | $68K |
| TD Capital Management LLC | 0.01% | New | 366 | $66K |
| Trust Co. of Toledo NA | 0.01% | No change | 360 | $65K |
| Crewe Advisors LLC | 0.01% | No change | 353 | $64K |
| Capital Advisors, Ltd. LLC | 0.01% | No change | 349 | $63K |
| Marquette Asset Management, LLC | 0.01% | Add +7.1% | 347 | $63K |
| Roble, Belko & Company, Inc | 0.01% | No change | 340 | $62K |
| Ballast Advisors LLC | 0.02% | No change | 338 | $61K |
| Bangor Savings Bank | 0.00% | No change | 337 | $61K |
| IFC & Insurance Marketing, Inc. | 0.06% | — | 339 | $61K |
| Flagship Harbor Advisors, LLC | 0.00% | New | 330 | $60K |
| Heartland Advisors Inc. | 0.00% | New | 318 | $58K |
| Hazlett, Burt & Watson, Inc. | 0.02% | No change | 313 | $57K |
| Cedar Mountain Advisors, LLC | 0.01% | No change | 313 | $57K |
| Pinnacle Bancorp, Inc. | 0.02% | No change | 312 | $57K |
| Golden State Wealth Management, LLC | 0.01% | No change | 308 | $56K |
| Investment Counsel Co. of Nevada | 0.12% | No change | 308 | $56K |
| Ameritas Investment Partners, Inc. | 0.00% | Add +21.0% | 300 | $54K |
| Root Financial Partners, LLC | 0.00% | Reduce -1.0% | 299 | $54K |
| TrinityBridge Ltd | 0.00% | Add +33.3% | 300 | $54K |
| Covenant Partners, LLC | 0.02% | Reduce -99.2% | 294 | $53K |
| Integrity Financial Corp | 0.03% | New | 282 | $51K |
| Group One Trading LLC | 0.00% | New | 281 | $51K |
| EFG International AG | 0.00% | — | 277 | $50K |
| Farmers & Merchants Trust Co of Chambersburg PA | 0.01% | No change | 276 | $50K |
| Evensky & Katz LLC | 0.00% | Reduce -1.4% | 274 | $50K |
| Roxbury Financial LLC | 0.04% | No change | 275 | $50K |
| United Community Bank | 0.02% | No change | 273 | $49K |
| Redwood Park Advisors LLC | 0.03% | Reduce -3.6% | 270 | $49K |
| S&T Bank | 0.01% | No change | 261 | $47K |
| WPG Advisers, LLC | 0.03% | Reduce -2.9% | 239 | $43K |
| Biltmore Family Office, LLC | 0.01% | No change | 233 | $42K |
| Archer Investment Corp | 0.01% | No change | 231 | $42K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | New | 220 | $40K |
| Murphy & Mullick Capital Management Corp | 0.03% | No change | 216 | $39K |
| Signature Equity Partners, LLC | 0.02% | — | 210 | $38K |
| Pflug Koory, LLC | 0.02% | No change | 205 | $37K |
| Eagle Bay Advisors LLC | 0.03% | New | 204 | $37K |
| CVA Family Office, LLC | 0.00% | No change | 204 | $37K |
| Salomon & Ludwin, LLC | 0.00% | Reduce -1.0% | 199 | $37K |
| Insight Inv LLC | 0.02% | No change | 200 | $36K |
| Nalls Sherbakoff Group, LLC | 0.03% | No change | 191 | $35K |
| Birchbrook, Inc. | 0.02% | No change | 189 | $34K |
| First Command Advisory Services, Inc. | 0.00% | Add +12.1% | 185 | $34K |
| 2UniFi Bank | 0.02% | No change | 180 | $33K |
| Tompkins Financial Corp. | 0.00% | No change | 175 | $32K |
| Strive Financial Group ,LLC | 0.02% | — | 173 | $31K |
| Bear Mountain Capital, Inc. | 0.01% | No change | 157 | $31K |
| MCF Advisors LLC | 0.00% | No change | 163 | $30K |
| Barrett & Company, Inc. | 0.01% | No change | 159 | $29K |
| RMG Wealth Management LLC | 0.00% | New | 300 | $28K |
| Perkins Coie Trust Co | 0.01% | No change | 155 | $28K |
| Operose Advisors LLC | 0.01% | Add +2071.4% | 152 | $28K |
| Brandywine Global Investment Management, LLC | 0.00% | Reduce -99.8% | 151 | $27K |
| Wealth Preservation Advisors, LLC | 0.01% | No change | 150 | $27K |
| Investors Research Corp | 0.01% | No change | 150 | $27K |
| DT Investment Partners, LLC | 0.00% | No change | 150 | $27K |
| Hanson & Doremus Investment Management | 0.00% | No change | 151 | $27K |
| Ransom Advisory, Ltd | 0.01% | New | 146 | $26K |
| Horizon Bancorp Inc. | 0.01% | No change | 145 | $26K |
| Pacifica Partners Inc. | 0.01% | No change | 137 | $25K |
| Glen Eagle Advisors, LLC | 0.00% | No change | 137 | $25K |
| Armor Investment Advisors, LLC | 0.01% | No change | 130 | $24K |
| DHJJ Financial Advisors, Ltd. | 0.01% | No change | 126 | $23K |
| Vista Investment Partners LLC | 0.01% | New | 120 | $22K |
| Birchwood Financial Partners, Inc. | 0.02% | — | 115 | $21K |
| Sittner & Nelson, LLC | 0.01% | No change | 101 | $20K |
| Pandora Wealth, Inc. | 0.01% | No change | 107 | $19K |
| Abound Wealth Management | 0.00% | Reduce -34.4% | 103 | $19K |
| Keating Financial Advisory Services, Inc. | 0.00% | — | 102 | $18K |
| Beaird Harris Wealth Management, LLC | 0.00% | No change | 100 | $18K |
| Horizons Wealth Management | 0.01% | No change | 100 | $18K |
| American Capital Advisory, LLC | 0.01% | No change | 100 | $18K |
| Elyxium Wealth, LLC | 0.01% | New | 100 | $18K |
| Crews Bank & Trust | 0.00% | No change | 100 | $18K |
| Resources Management Corp. /CT/ | 0.00% | No change | 100 | $18K |
| SageView Advisory Group, LLC | 0.00% | New | 95 | $17K |
| Richardson Financial Services Inc. | 0.01% | No change | 107 | $17K |
| Park Place Capital Corp | 0.00% | No change | 93 | $17K |
| Gen-Wealth Partners Inc | 0.01% | No change | 91 | $16K |
| Quent Capital, LLC | 0.00% | No change | 86 | $16K |
| WFA of San Diego, LLC | 0.01% | No change | 85 | $15K |
| Kings Path Partners LLC | 0.01% | No change | 85 | $15K |
| Provenance Wealth Advisors, LLC | 0.00% | No change | 81 | $15K |
| MH & Associates Securities Management Corp. | 0.01% | — | 79 | $14K |
| Darwin Wealth Management, LLC | 0.00% | No change | 78 | $14K |
| DecisionPoint Financial, LLC | 0.00% | New | 78 | $14K |
| Morling Financial Advisors, LLC | 0.00% | No change | 78 | $14K |
| Qube Research & Technologies Ltd | 0.00% | New | 78 | $14K |
| Cape Investment Advisory, Inc. | 0.00% | New | 76 | $14K |
| Milestone Investment Advisors LLC | 0.00% | No change | 76 | $14K |
| Godfrey Financial Associates, Inc. | 0.01% | — | 73 | $13K |
| Fairman Group, LLC | 0.01% | No change | 72 | $13K |
| Wolff Wiese Magana LLC | 0.01% | Reduce -14.3% | 72 | $13K |
| Legacy Wealth Managment, LLC | 0.01% | Add +65.1% | 71 | $13K |
| Morton Brown Family Wealth, LLC | 0.00% | No change | 70 | $13K |
| Wealth Watch Advisors, INC | 0.00% | Reduce -49.6% | 69 | $13K |
| Peachtree Investment Partners, LLC | 0.00% | No change | 68 | $12K |
| Sunbelt Securities, Inc. | 0.00% | No change | 67 | $12K |
| CoreCap Advisors, LLC | 0.00% | No change | 67 | $12K |
| Dunhill Financial, LLC | 0.00% | Add +75.7% | 65 | $12K |
| Fourth Dimension Wealth, LLC | 0.00% | Reduce -42.5% | 65 | $12K |
| Valley Wealth Managers, Inc. | 0.00% | No change | 63 | $11K |
| Vision Retirement, LLC | 0.00% | — | 62 | $11K |
| Founders Financial Alliance, LLC | 0.00% | Reduce -4.8% | 60 | $11K |
| Ameriflex Group, Inc. | 0.01% | Reduce -50.0% | 58 | $11K |
| NWK Group, Inc. | 0.00% | No change | 57 | $10K |
| Rossby Financial, LCC | 0.00% | No change | 57 | $10K |
| Bogart Wealth, LLC | 0.00% | No change | 57 | $10K |
| NorthAvenue LLC | 0.01% | — | 56 | $10K |
| one8zero8, LLC | 0.00% | No change | 55 | $10K |
| Mark Sheptoff Financial Planning, LLC | 0.00% | No change | 54 | $10K |
| Financial Consulate, Inc. | 0.00% | No change | 51 | $9K |
| Evelyn Partners Asset Management Ltd | 0.00% | No change | 50 | $9K |
| Turning Point Benefit Group, Inc. | 0.00% | No change | 49 | $9K |
| Park Square Financial Group, LLC | 0.05% | Reduce -12.9% | 54 | $9K |
| McIlrath & Eck, LLC | 0.00% | No change | 47 | $9K |
| Richardson Capital Management LLC | 0.00% | No change | 45 | $8K |
| Commonwealth Retirement Investments LLC | 0.00% | New | 45 | $8K |
| Highline Wealth Partners LLC | 0.00% | No change | 44 | $8K |
| Comprehensive Financial Planning, Inc. | 0.01% | No change | 44 | $8K |
| Atlantic Edge Private Wealth Management, LLC | 0.00% | No change | 42 | $8K |
| Godsey & Gibb, Inc. | 0.00% | New | 42 | $8K |
| KERR FINANCIAL PLANNING Corp | 0.01% | No change | 39 | $8K |
| Twin Lakes Capital Management, LLC | 0.00% | No change | 40 | $7K |
| 1 North Wealth Services LLC | 0.00% | No change | 40 | $7K |
| Signature Resources Capital Management, LLC | 0.00% | No change | 37 | $7K |
| Fiduciary Advisors, Inc. | 0.00% | No change | 35 | $6K |
| Robinswood Financial LLC | 0.00% | No change | 34 | $6K |
| Jackson, Grant Investment Advisers, Inc. | 0.00% | No change | 34 | $6K |
| Breakwater Investment Management | 0.00% | No change | 31 | $6K |
| Noble Wealth Management PBC | 0.00% | No change | 30 | $5K |
| Planning Project LLC | 0.00% | — | 28 | $5K |
| Mascoma Wealth Management LLC | 0.00% | No change | 28 | $5K |
| Medallion Wealth Advisors, LLC | 0.00% | No change | 27 | $5K |
| Estate Planners Group, LLC | 0.00% | — | 26 | $5K |
| Game Plan Financial Advisors, LLC | 0.00% | No change | 25 | $5K |
| Motiv8 Investments LLC | 0.00% | New | 22 | $4K |
| Longview Financial Advisors LLC | 0.00% | No change | 22 | $4K |
| ORG Partners LLC | 0.00% | No change | 21 | $4K |
| Modus Advisors, LLC | 0.00% | New | 20 | $4K |
| Bradley & Co. Private Wealth Management, LLC | 0.00% | No change | 19 | $3K |
| Hantz Financial Services, Inc. | 0.00% | Add +58.3% | 19 | $3K |
| Millstone Evans Group, LLC | 0.00% | No change | 16 | $3K |
| Broadwater Capital Management LLC | 0.00% | No change | 15 | $3K |
| Van Den Berg Management I, Inc. | 0.00% | New | 15 | $3K |
| Acumen Wealth Advisors, LLC | 0.00% | — | 14 | $3K |
| New Republic Capital, LLC | 0.00% | New | 14 | $3K |
| Concord Wealth Partners | 0.00% | No change | 11 | $2K |
| Garton & Associates Financial Advisors LLC | 0.00% | — | 10 | $2K |
| Sound Income Strategies, LLC | 0.00% | No change | 8 | $2K |
| Maryland Capital Advisors Inc. | 0.00% | No change | 7 | $1K |
| Three Bearings Fiduciary Advisors, Inc. | 0.00% | — | 4 | $776 |
| RHL Group, LLC | 0.00% | — | 4 | $725 |
| Kilter Group LLC | 0.00% | No change | 4 | $725 |
| Bell Investment Advisors, Inc | 0.00% | No change | 4 | $725 |
| Nemes Rush Group LLC | 0.00% | No change | 4 | $725 |
| Compass Financial Services Inc | 0.00% | No change | 3 | $552 |
| Activest Wealth Management | 0.00% | Reduce -95.0% | 3 | $544 |
| Quaker Wealth Management, LLC | 0.00% | New | 1 | $182 |
| Tsfg, LLC | 0.00% | New | 2 | $0 |
"% of holder's portfolio" is IWN's weight in each manager's 13F, not the share of iShares Russell 2000 Value E the manager owns.