iShares Russell 2000 Value EIWNETF
13F holders, Q1 2026 (March 31)1,035holders −10
71new positions
68sold out
7famous investors
$189.48avg. 13F price*
At the end of Q1 2026, 1,035 institutions reported holding iShares Russell 2000 Value E (IWN) in their 13F filings, down 10 from Q4 2025. 71 opened new positions and 68 sold out. The largest holders were Bank of America Corp. ($1.2B), Morgan Stanley ($826.7M) and Envestnet Asset Management Inc. ($406.6M). 7 famous investors held it, including John W. Rogers Jr. (0.1% of Ariel Investments's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- iShares Russell 2000 Value E
- CUSIP
- 464287630
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 71 | $74.8M |
| Exits | 68 | $61.7M |
All 13F filers, Q4 2025 → Q1 2026: 2,672,865 shares bought and 7,777,659 shares sold, net −5,104,794 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,035 holders
| Bank of America Corp. | 0.08% | Reduce -22.3% | 6,123,638 | $1.2B |
| Morgan Stanley | 0.05% | Add +2.1% | 4,360,341 | $826.7M |
| Envestnet Asset Management Inc. | 0.11% | Reduce -1.8% | 2,144,797 | $406.6M |
| TIAA Wealth Investment Management LLC | 2.18% | — | 1,545,718 | $285.7M |
| D.A. Davidson & Co. | 1.46% | Add +2.2% | 1,273,529 | $241.4M |
| Tiaa-Cref Individual & Institutional Services, LLC | 0.88% | — | 1,200,694 | $227.6M |
| Vaughan Nelson Investment Management, L.P. | 2.11% | Add +0.2% | 1,108,920 | $210.2M |
| PNC Financial Services Group, Inc. | 0.12% | Reduce -1.1% | 1,100,598 | $208.7M |
| LPL Financial LLC | 0.05% | Reduce -3.6% | 1,062,477 | $201.4M |
| M&T Bank Corp | 0.64% | Add +1.5% | 1,032,930 | $195.8M |
| Wells Fargo & Company | 0.03% | Reduce -13.8% | 876,818 | $166.2M |
| HSBC Holdings PLC | 0.10% | Add +1784.5% | 859,009 | $162.9M |
| UBS Group AG | 0.03% | Add +4.2% | 839,340 | $159.1M |
| Commonwealth Equity Services, LLC | 0.21% | Add +0.1% | 793,547 | $150.4M |
| Goldman Sachs Group Inc. | 0.02% | Add +2.2% | 727,598 | $137.9M |
| Betterment LLC | 0.24% | Reduce -3.4% | 672,519 | $127.5M |
| Cassaday & Co Wealth Management LLC | 2.60% | Add +1.4% | 644,789 | $122.2M |
| Northern Trust Corp. | 0.02% | Reduce -2.8% | 607,703 | $115.2M |
| Royal Bank of Canada | 0.02% | Add +3.9% | 553,944 | $105.0M |
| JPMorgan Chase & Co. | 0.01% | Add +5.7% | 464,365 | $85.8M |
| Raymond James Financial Inc. | 0.03% | Add +2.1% | 448,003 | $84.9M |
| Pacific Life Fund Advisors LLC | 9.34% | Reduce -0.8% | 428,929 | $81.3M |
| Pathstone Holdings, LLC | 0.31% | Add +4.5% | 414,852 | $78.7M |
| Badgley Phelps Wealth Managers, LLC | 1.47% | Add +0.9% | 390,279 | $74.0M |
| Focus Partners Wealth | 0.07% | Reduce -0.5% | 339,189 | $64.3M |
| Jasper Ridge Partners, L.P. | 1.36% | No change | 321,684 | $61.0M |
| Commerce Bank | 0.30% | Reduce -1.9% | 321,635 | $61.0M |
| Jones Financial Companies LLLP | 0.03% | Add +8.9% | 301,348 | $56.2M |
| Bank of New York Mellon Corp | 0.01% | Add +38.1% | 284,106 | $53.9M |
| Ameriprise Financial Inc. | 0.01% | Add +3.0% | 270,318 | $51.4M |
| Sei Investments Co. | 0.05% | Reduce -4.0% | 257,968 | $48.9M |
| MAI Capital Management | 0.28% | Reduce -0.3% | 257,584 | $48.8M |
| Cetera Investment Advisers | 0.05% | Reduce -8.1% | 250,563 | $47.5M |
| Choreo, LLC | 0.57% | Reduce -0.1% | 243,933 | $46.2M |
| AMG National Trust Bank | 0.98% | Reduce -2.4% | 237,810 | $45.1M |
| Stephens Group Asset Management, LLC | 2.87% | Reduce -0.8% | 237,549 | $45.0M |
| Kayne Anderson Rudnick Investment Management LLC | 0.13% | Reduce -50.3% | 233,132 | $44.2M |
| Comprehensive Financial Management LLC | 1.45% | No change | 230,481 | $43.7M |
| Wealth Enhancement Advisory Services, LLC | 0.09% | Reduce -14.1% | 211,095 | $40.6M |
| Brown Advisory Inc. | 0.07% | Reduce -24.6% | 212,189 | $40.2M |
| Whittier Trust Co. | 0.43% | Reduce -1.2% | 199,452 | $38.5M |
| Natixis Advisors, LLC | 0.05% | Reduce -2.8% | 202,770 | $38.4M |
| Rockefeller Capital Management L.P. | 0.07% | Add +2.4% | 199,558 | $37.8M |
| Allspring Global Investments Holdings, LLC | 0.06% | Reduce -13.9% | 189,169 | $35.9M |
| Fifth Third Bancorp | 0.06% | Add +116.0% | 182,001 | $34.5M |
| FMR LLC | 0.00% | Add +16.5% | 177,073 | $33.6M |
| US Bancorp \de | 0.04% | Add +6.8% | 175,722 | $33.3M |
| Waldron Private Wealth LLC | 1.23% | Reduce -19.4% | 166,686 | $31.6M |
| Mariner, LLC | 0.04% | Reduce -5.3% | 159,270 | $30.1M |
| Courier Capital LLC | 1.64% | Add +1.6% | 154,386 | $29.3M |
| Bank of Montreal | 0.01% | Reduce -4.2% | 154,164 | $29.2M |
| Pure Financial Advisors, LLC | 0.41% | Add +4.1% | 147,543 | $28.0M |
| Johnson Investment Counsel Inc. | 0.22% | Reduce -7.9% | 143,250 | $27.2M |
| WoodTrust Financial Corp | 3.49% | Reduce -9.8% | 142,405 | $27.0M |
| Truist Financial Corp. | 0.04% | Reduce -0.4% | 140,851 | $26.7M |
| BlackRock, Inc. | 0.00% | Add +6.1% | 139,387 | $26.4M |
| Wellington Management Group LLP | 0.00% | Reduce -19.1% | 136,382 | $25.9M |
| BNP Paribas Financial Markets | 0.02% | Reduce -69.5% | 136,078 | $25.8M |
| HighTower Advisors, LLC | 0.03% | Reduce -2.5% | 131,835 | $25.0M |
| Modera Wealth Management, LLC | 0.30% | Reduce -1.7% | 130,686 | $24.8M |
| Osaic Holdings, Inc. | 0.04% | Add +7.8% | 130,465 | $24.7M |
| Allworth Financial LP | 0.10% | Reduce -1.3% | 125,709 | $23.8M |
| Principal Financial Group Inc. | 0.01% | Reduce -25.2% | 115,483 | $21.9M |
| Powell Investment Advisors, LLC | 7.55% | Add +1.1% | 115,437 | $21.9M |
| Arax Advisory Partners | 0.61% | Reduce -0.8% | 113,534 | $21.5M |
| Janus Henderson Group PLC | 0.01% | Reduce -15.2% | 112,917 | $21.4M |
| Whittier Trust Co. of Nevada Inc. | 0.44% | Reduce -2.8% | 110,561 | $21.3M |
| Captrust Financial Advisors | 0.04% | Reduce -2.5% | 110,499 | $20.9M |
| AQR Capital Management | 0.01% | Reduce -11.4% | 109,273 | $20.7M |
| Corient Private Wealth LP | 0.03% | Reduce -21.5% | 108,564 | $20.2M |
| Cerity Partners LLC | 0.03% | Reduce -9.1% | 104,854 | $19.9M |
| Citadel Advisors | 0.01% | Add +13.7% | 103,769 | $19.7M |
| Zhang Financial LLC | 0.65% | Reduce -0.7% | 99,252 | $18.8M |
| Elite Financial, Inc. | 8.19% | Add +0.1% | 96,411 | $18.3M |
| Victory Capital Management Inc. | 0.01% | Reduce -51.2% | 95,660 | $18.1M |
| Flow Traders U.S. LLC | 0.57% | Add +207.3% | 94,085 | $17.8M |
| Pinnacle Financial Partners, Inc. | 0.13% | Add +0.1% | 92,497 | $17.5M |
| Baird Financial Group, Inc. | 0.03% | Add +2.3% | 91,585 | $17.4M |
| Silvercrest Asset Management Group LLC | 0.13% | Reduce -56.7% | 91,271 | $17.3M |
| National Bank of Canada | 0.02% | Add +4139.4% | 90,807 | $17.2M |
| Creative Planning | 0.01% | Add +2.2% | 89,487 | $17.0M |
| Alliancebernstein L.P. | 0.01% | Reduce -3.6% | 92,508 | $16.8M |
| Fiduciary Trust Co | 0.20% | Reduce -1.0% | 88,309 | $16.7M |
| Savant Capital, LLC | 0.08% | Reduce -0.3% | 84,756 | $16.1M |
| Thompson Siegel & Walmsley LLC | 0.28% | Reduce -7.5% | 83,735 | $15.9M |
| Beacon Pointe Advisors, LLC | 0.08% | Add +33.6% | 81,688 | $15.5M |
| Aspiriant, LLC | 0.43% | Reduce -3.1% | 79,883 | $15.1M |
| Waverly Advisors, LLC | 0.11% | Reduce -0.5% | 79,742 | $15.1M |
| Cwm, LLC | 0.04% | Add +30.7% | 76,058 | $14.4M |
| Wealthspire Advisors, LLC | 0.11% | Reduce -2.0% | 75,947 | $14.4M |
| Franklin Resources Inc. | 0.00% | Add +36.3% | 73,836 | $14.0M |
| Moneta Group Investment Advisors LLC | 0.10% | Reduce -1.1% | 71,528 | $13.6M |
| Hillcrest Wealth Advisors - NY, LLC | 5.42% | Add +0.4% | 70,605 | $13.4M |
| Fuller & Thaler Asset Management, Inc. | 0.04% | Reduce -53.3% | 69,913 | $13.3M |
| Two Sigma Investments, LP | 0.01% | Add +89.0% | 68,975 | $13.1M |
| Stifel Financial Corp. | 0.01% | Reduce -9.5% | 68,799 | $13.0M |
| Strategic Equity Management | 4.89% | New | 68,553 | $13.0M |
| Bailard, Inc. | 0.30% | Reduce -2.1% | 67,723 | $12.8M |
| Tiaa Trust, National Association | 0.77% | Reduce -97.6% | 66,970 | $12.7M |
| Ariel Investments | 0.14% | Add +96.5% | 65,455 | $12.4M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +1.5% | 65,114 | $12.3M |
| Jane Street Group, LLC | 0.01% | Add +295.8% | 65,102 | $12.3M |
| Shapiro Capital Management LLC | 0.74% | Add +18.2% | 62,635 | $11.9M |
| Tower Research Capital LLC (TRC) | 0.30% | Add +364.7% | 61,728 | $11.7M |
| Cresset Asset Management, LLC | 0.05% | Add +13.9% | 60,964 | $11.6M |
| Sonata Capital Group Inc. | 4.26% | Reduce -0.5% | 60,923 | $11.6M |
| Harbor Investment Advisory, LLC | 0.90% | Reduce -0.6% | 60,099 | $11.4M |
| Stephens Inc. | 0.14% | Add +11.0% | 59,173 | $11.2M |
| LBJ Family Wealth Advisors, Ltd. | 6.56% | Reduce -2.5% | 60,548 | $11.2M |
| First Horizon Corp. | 0.46% | Add +6.9% | 58,451 | $11.1M |
| Leeward Investments, LLC - MA | 0.53% | Reduce -2.2% | 56,530 | $10.7M |
| Focus Partners Advisor Solutions, LLC | 0.11% | Reduce -5.3% | 56,411 | $10.7M |
| EP Wealth Advisors, LLC | 0.05% | Reduce -3.1% | 56,346 | $10.7M |
| GTS Securities LLC | 0.37% | Add +204.4% | 55,444 | $10.5M |
| Blair William & Co. | 0.03% | Add +0.1% | 54,781 | $10.4M |
| Keybank National Association | 0.04% | Reduce -6.1% | 54,460 | $10.3M |
| D. E. Shaw & Co. | 0.01% | Add +412.4% | 54,177 | $10.3M |
| Corundum Group, Inc. | 3.39% | Reduce -0.7% | 53,508 | $10.1M |
| Kestra Advisory Services, LLC | 0.04% | Reduce -1.6% | 53,328 | $10.1M |
| RTD Financial Advisors, Inc. | 1.24% | Reduce -3.9% | 53,247 | $10.1M |
| Equitable Holdings, Inc. | 0.06% | Add +132.0% | 55,496 | $10.1M |
| Navigation Group, LLC | 2.34% | — | 52,684 | $10.0M |
| Marion Wealth Management | 2.19% | Reduce -1.4% | 52,080 | $9.9M |
| Royal Fund Management, LLC | 0.94% | New | 39,407 | $9.8M |
| CIBC Bancorp USA Inc. | 0.01% | — | 51,196 | $9.7M |
| Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) | 1.21% | New | 50,500 | $9.6M |
| EverSource Wealth Advisors, LLC | 0.29% | Add +4450.1% | 49,596 | $9.4M |
| Viewpoint Capital Management LLC | 4.27% | Add +1.4% | 48,249 | $9.1M |
| HB Wealth Management, LLC | 0.06% | Add +0.3% | 47,166 | $8.9M |
| Idaho Trust Co | 2.76% | Add +33.6% | 44,796 | $8.5M |
| Peapack Gladstone Financial Corp. | 0.11% | Reduce -2.1% | 43,595 | $8.3M |
| Mirae Asset Global Investments Co., Ltd. | 0.02% | Add +4722.2% | 43,400 | $8.2M |
| Fortis Group Advisors, LLC | 1.35% | Add +124.0% | 39,181 | $8.1M |
| Hancock Whitney Corp. | 0.14% | Add +1.5% | 39,181 | $8.0M |
| Mercer Global Advisors Inc. | 0.01% | Add +4.6% | 42,210 | $8.0M |
| CM Wealth Advisors LLC | 1.66% | Add +13.2% | 41,123 | $7.8M |
| Baker Avenue Asset Management, LP | 0.18% | New | 41,106 | $7.8M |
| Sanctuary Advisors, LLC | 0.04% | Add +3.2% | 40,389 | $7.7M |
| One Capital Management, LLC | 0.21% | Reduce -3.6% | 39,792 | $7.5M |
| LWM Advisors Inc. | 6.38% | Add +1.6% | 38,781 | $7.4M |
| United Asset Strategies, Inc. | 0.58% | Add +0.1% | 38,671 | $7.3M |
| OFS Enterprise LLC | 2.13% | — | 38,307 | $7.3M |
| Boston Partners | 0.01% | Reduce -41.9% | 37,825 | $7.2M |
| Royce & Associates LP | 0.07% | Add +72.8% | 37,426 | $7.1M |
| Foundation Wealth Management, LLC | 4.74% | Reduce -0.9% | 36,972 | $7.0M |
| Moneywise, Inc. | 2.99% | New | 36,154 | $6.9M |
| Prudential Financial Inc. | 0.01% | Add +3.1% | 35,817 | $6.8M |
| Ieq Capital, LLC | 0.03% | Reduce -15.0% | 35,656 | $6.8M |
| Droms Strauss Advisors Inc. /Mo/ | 1.75% | Add +2.8% | 35,235 | $6.7M |
| Segall Bryant & Hamill, LLC | 0.10% | Reduce -18.3% | 35,146 | $6.7M |
| Harbour Investments, Inc. | 0.10% | Add +7.0% | 34,823 | $6.6M |
| Summit Financial, LLC | 0.08% | Reduce -38.4% | 34,791 | $6.6M |
| Zions Bancorporation, National Association | 0.42% | Reduce -75.1% | 34,460 | $6.5M |
| Independent Family Office, LLC | 2.68% | Reduce -0.6% | 34,403 | $6.5M |
| Sterling Capital Management LLC | 0.12% | Add +79.3% | 33,553 | $6.4M |
| Integrated Investment Consultants, LLC | 1.35% | Reduce -10.5% | 33,544 | $6.4M |
| Venture Visionary Partners LLC | 0.21% | Reduce -0.7% | 32,939 | $6.2M |
| TD Waterhouse Canada Inc. | 0.02% | Reduce -41.2% | 32,249 | $6.1M |
| TD Asset Management Inc | 0.01% | Reduce -41.3% | 32,199 | $6.1M |
| XML Financial, LLC | 0.49% | Reduce -0.3% | 32,086 | $6.1M |
| Titleist Asset Management, LLC | 0.46% | Add +0.8% | 31,936 | $6.1M |
| Glenmede Trust Co. NA | 0.03% | Add +0.1% | 30,937 | $5.9M |
| Brookstone Capital Management | 0.07% | Add +2.6% | 30,822 | $5.8M |
| Brooklyn FI, LLC | 1.23% | Reduce -4.5% | 30,761 | $5.8M |
| Avantax Planning Partners, Inc. | 0.16% | Reduce -4.8% | 30,585 | $5.8M |
| Facet Wealth, Inc. | 0.10% | Reduce -14.7% | 30,277 | $5.7M |
| Rwa Wealth Partners, LLC | 0.06% | Add +16.4% | 30,083 | $5.7M |
| NewEdge Advisors, LLC | 0.02% | Add +40.3% | 29,799 | $5.6M |
| McLean Asset Management Corp | 0.99% | Reduce -0.2% | 29,699 | $5.6M |
| Mullaney, Keating & Wright, Inc. | 3.04% | Reduce -0.8% | 29,517 | $5.6M |
| Instrumental Wealth, LLC | 3.36% | Add +3.1% | 28,800 | $5.5M |
| MML Investors Services, LLC | 0.02% | Reduce -13.3% | 28,796 | $5.5M |
| Financial Synergies Wealth Advisors, Inc. | 0.52% | Add +0.3% | 28,684 | $5.4M |
| Hudson Bay Capital Management LP | 0.04% | Add +1643.1% | 28,273 | $5.4M |
| Stevens Capital Partners | 1.29% | Add +6.0% | 28,230 | $5.4M |
| MidFirst Bank | 0.44% | Reduce -3.7% | 28,227 | $5.4M |
| InvesTrust | 2.25% | Add +0.3% | 28,204 | $5.3M |
| Wesbanco Bank Inc. | 0.14% | Reduce -3.5% | 27,363 | $5.2M |
| Aristotle Capital Boston, LLC | 0.32% | Reduce -40.5% | 27,155 | $5.1M |
| Oxford Financial Group, LTD. LLC | 0.27% | Reduce -1.1% | 26,855 | $5.1M |
| Tocqueville Asset Management L.P. | 0.07% | Reduce -0.2% | 26,281 | $5.0M |
| Sentinel Wealth Management, Inc. | 3.97% | Reduce -0.7% | 26,165 | $5.0M |
| Fell Capital Management | 4.66% | Add +25.2% | 25,728 | $4.9M |
| Noble Family Wealth, LLC | 1.01% | No change | 25,703 | $4.9M |
| Lido Advisors, LLC | 0.02% | Reduce -18.0% | 25,508 | $4.8M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -1.6% | 24,813 | $4.7M |
| Whitegate Investment Counselors, Inc. | 1.48% | Add +0.2% | 24,627 | $4.7M |
| Bokf, NA | 0.07% | Reduce -16.9% | 23,258 | $4.4M |
| Arkadios Wealth Advisors | 0.07% | Reduce -1.3% | 23,060 | $4.4M |
| RPg Family Wealth Advisory, LLC | 0.91% | Add +9.5% | 22,926 | $4.3M |
| Risk Paradigm Group, LLC | 3.70% | Add +3.3% | 22,886 | $4.3M |
| Parkside Financial Bank & Trust | 0.33% | Add +1.1% | 22,885 | $4.3M |
| Blueline Advisors LLC | 3.35% | Add +0.5% | 22,778 | $4.3M |
| City Holding Co. | 0.53% | Reduce -2.2% | 22,370 | $4.2M |
| Private Advisor Group, LLC | 0.02% | Reduce -9.1% | 21,605 | $4.1M |
| Bare Financial Services, Inc | 1.07% | Reduce -3.6% | 21,335 | $4.0M |
| Northwest Wealth Management, LLC | 0.59% | No change | 20,676 | $3.9M |
| Bridges Investment Management Inc. | 0.05% | Reduce -41.4% | 20,507 | $3.9M |
| Wealthfront Advisers LLC | 0.01% | Add +23.9% | 20,476 | $3.9M |
| Farther Finance Advisors, LLC | 0.04% | Add +64.2% | 20,285 | $3.9M |
| Geneos Wealth Management Inc. | 0.09% | Add +12.9% | 20,403 | $3.9M |
| Atlas Brown,Inc. | 1.15% | Reduce -0.9% | 20,081 | $3.8M |
| Kestra Private Wealth Services, LLC | 0.05% | Add +13.1% | 19,929 | $3.8M |
| Summit Wealth Group LLC / Co. | 0.40% | Add +595.3% | 19,900 | $3.8M |
| Texas Yale Capital Corp. | 0.11% | Reduce -0.0% | 19,889 | $3.8M |
| Merit Financial Group, LLC | 0.03% | Add +74.1% | 19,124 | $3.6M |
| Susquehanna International Group, LLP | 0.00% | Add +51.7% | 19,091 | $3.6M |
| Midwest Professional Planners, LTD. | 0.84% | New | 18,868 | $3.6M |
| Integrated Wealth Concepts LLC | 0.03% | Add +167.7% | 18,576 | $3.5M |
| BBR Partners, LLC | 0.20% | No change | 18,449 | $3.5M |
| Prosperity Planning, Inc. | 1.26% | Reduce -1.7% | 18,421 | $3.5M |
| Foundation Wealth Management, LLC\PA | 1.23% | Reduce -3.5% | 18,365 | $3.5M |
| CreativeOne Wealth, LLC | 0.08% | Add +6.0% | 18,165 | $3.4M |
| Tobias Financial Advisors, Inc. | 0.47% | Reduce -7.8% | 17,844 | $3.4M |
| OneDigital Investment Advisors LLC | 0.03% | Reduce -0.1% | 17,749 | $3.4M |
| Sierra Capital LLC | 0.37% | Reduce -21.1% | 17,739 | $3.4M |
| Neuberger Berman Group LLC | 0.00% | Reduce -75.6% | 17,683 | $3.4M |
| Barclays PLC | 0.00% | Reduce -24.1% | 17,308 | $3.3M |
| Investment Partners, LTD. | 1.16% | Reduce -2.5% | 17,194 | $3.3M |
| Assetmark, Inc. | 0.01% | Reduce -35.3% | 16,924 | $3.2M |
| GHP Investment Advisors, Inc. | 0.13% | Reduce -3.4% | 16,866 | $3.2M |
| Visionary Wealth Advisors | 0.14% | Reduce -0.6% | 16,517 | $3.1M |
| Midwest Trust Co | 0.04% | Add +1.4% | 16,405 | $3.1M |
| Mill Creek Capital Advisors, LLC | 0.06% | No change | 16,126 | $3.1M |
| Ticino Wealth | 1.06% | Reduce -10.4% | 13,585 | $3.0M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.05% | Reduce -4.6% | 15,830 | $3.0M |
| First Foundation Advisors | 0.12% | Add +8.5% | 15,728 | $3.0M |
| Stock Yards Bank & Trust Co. | 0.09% | Add +7.2% | 15,660 | $3.0M |
| Finley Financial, LLC | 1.38% | No change | 15,540 | $2.9M |
| Asset Management Group, Inc. | 0.47% | Add +0.3% | 15,429 | $2.9M |
| Advisory Services Network, LLC | 0.04% | Add +35.7% | 15,412 | $2.9M |
| Bartlett & Co. Wealth Management LLC | 0.04% | Reduce -2.6% | 14,132 | $2.9M |
| New South Capital Management Inc. | 0.14% | Add +54.9% | 15,315 | $2.9M |
| Public Employees Retirement System of Ohio | 0.01% | Add +146.2% | 15,315 | $2.9M |
| AE Wealth Management LLC | 0.02% | Add +20.4% | 15,299 | $2.9M |
| Wealth Architects, LLC | 0.25% | No change | 14,890 | $2.8M |
| Clearstead Advisors, LLC | 0.03% | Reduce -11.6% | 14,849 | $2.8M |
| Kelsey Financial, LLC | 2.44% | Reduce -4.4% | 14,711 | $2.8M |
| Meramec Financial Planners, LLC | 1.09% | Reduce -2.3% | 13,245 | $2.7M |
| Sequoia Financial Advisors, LLC | 0.02% | Add +3.3% | 14,332 | $2.7M |
| Klingman & Associates, LLC | 0.13% | No change | 14,297 | $2.7M |
| Sanders Morris Harris LLC | 0.44% | New | 14,200 | $2.7M |
| Janney Montgomery Scott LLC | 0.01% | Add +2.8% | 14,143 | $2.7M |
| Alamar Capital Management, LLC | 1.61% | Reduce -7.5% | 13,934 | $2.6M |
| Roundview Capital LLC | 0.16% | Reduce -1.7% | 13,726 | $2.6M |
| SVB Wealth LLC | 0.17% | Reduce -7.6% | 13,563 | $2.6M |
| Brady Martz Wealth Solutions, LLC | 0.44% | Reduce -24.9% | 13,507 | $2.6M |
| Hardy Reed LLC | 0.18% | No change | 13,312 | $2.5M |
| Dorsey & Whitney Trust CO LLC | 0.14% | No change | 13,283 | $2.5M |
| Checchi Capital Advisers, LLC | 0.17% | Add +20.6% | 13,222 | $2.5M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.07% | Reduce -8.3% | 13,211 | $2.5M |
| LMG Wealth Partners, LLC | 0.45% | No change | 13,166 | $2.5M |
| &partners | 0.01% | Reduce -26.1% | 12,908 | $2.5M |
| BHK Investment Advisors, LLC | 0.82% | Add +0.6% | 12,968 | $2.5M |
| WealthPlan Investment Management, LLC | 0.14% | Add +35.0% | 12,917 | $2.4M |
| Vance Wealth, LLC | 0.70% | Reduce -3.0% | 12,833 | $2.4M |
| Washington Trust Bank | 0.18% | Reduce -0.1% | 12,786 | $2.4M |
| Allegheny Financial Group | 0.32% | Add +2.3% | 12,657 | $2.4M |
| First National Bank of Omaha | 0.07% | Reduce -2.6% | 12,933 | $2.4M |
| Tradition Wealth Management, LLC | 0.17% | Add +0.9% | 12,588 | $2.4M |
| Penobscot Investment Management Company, Inc. | 0.18% | Add +0.7% | 12,412 | $2.4M |
| Fifth Third Securities, Inc. | 0.15% | Reduce -1.9% | 12,361 | $2.3M |
| Atlas Capital Advisors Inc. | 0.27% | Reduce -18.9% | 12,328 | $2.3M |
| Towerpoint Wealth, LLC | 0.93% | Add +0.0% | 12,209 | $2.3M |
| Parallel Advisors, LLC | 0.04% | Add +2.1% | 12,091 | $2.3M |
| SkyOak Wealth, LLC | 0.42% | Add +0.4% | 12,069 | $2.3M |
| Performa Ltd (US), LLC | 0.51% | No change | 11,999 | $2.3M |
| Regions Financial Corp. | 0.01% | Reduce -4.7% | 11,938 | $2.3M |
| Farmers & Merchants Investments Inc. | 0.06% | No change | 11,858 | $2.2M |
| Mb, Levis & Associates, LLC | 0.94% | Add +0.3% | 11,852 | $2.2M |
| FAS Wealth Partners, Inc. | 0.14% | Reduce -1.3% | 11,604 | $2.2M |
| Snowden Capital Advisors LLC | 0.06% | Reduce -3.0% | 11,599 | $2.2M |
| McAdam, LLC | 0.10% | Reduce -9.1% | 11,275 | $2.1M |
| Pointe Capital Management LLC | 1.05% | Add +1.6% | 11,198 | $2.1M |
| Quantinno Capital Management LP | 0.00% | Add +55.6% | 10,956 | $2.1M |
| Blue Trust, Inc. | 0.02% | Reduce -23.0% | 10,760 | $2.0M |
| HBK Sorce Advisory LLC | 0.04% | Add +13.8% | 9,609 | $2.0M |
| Interactive Financial Advisors, Inc. | 1.33% | Reduce -3.4% | 10,717 | $2.0M |
| Horizon Investments, LLC | 0.02% | Add +81.1% | 10,682 | $2.0M |
| Falcon Wealth Planning | 0.14% | Reduce -17.3% | 10,658 | $2.0M |
| Wilmington Savings Fund Society, FSB | 0.05% | Reduce -2.1% | 10,639 | $2.0M |
| JMG Financial Group, Ltd. | 0.06% | No change | 10,599 | $2.0M |
| Murphy, Middleton, Hinkle & Parker, Inc. | 0.93% | Add +5.1% | 10,574 | $2.0M |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -20.7% | 10,498 | $2.0M |
| Citigroup Inc. | 0.00% | Reduce -10.4% | 10,446 | $2.0M |
| First Citizens Bank & Trust Co. | 0.04% | Reduce -3.7% | 10,410 | $2.0M |
| Wealth Advisory Solutions, LLC | 0.44% | Add +4.0% | 10,369 | $2.0M |
| Villanova Investment Management Co LLC | 2.01% | New | 10,338 | $2.0M |
| Addison Capital Co | 0.35% | New | 10,331 | $2.0M |
| Independent Advisor Alliance | 0.02% | Add +318.9% | 10,192 | $1.9M |
| Squire Investment Management Company, LLC | 0.54% | Add +14.9% | 10,152 | $1.9M |
| Toronto Dominion Bank | 0.00% | Reduce -27.2% | 10,076 | $1.9M |
| Quadrant Capital Group LLC | 0.06% | Reduce -29.0% | 10,056 | $1.9M |
| Nwam LLC | 0.11% | No change | 10,039 | $1.9M |
| Atlantic Union Bankshares Corp | 0.04% | Reduce -0.3% | 10,023 | $1.9M |
| Vawter Financial, Ltd. | 0.80% | Reduce -9.2% | 10,019 | $1.9M |
| Weinberger Asset Management, Inc | 0.71% | Reduce -21.0% | 9,983 | $1.9M |
| Shakespeare Wealth Management, LLC | 0.45% | Reduce -1.8% | 9,912 | $1.9M |
| Legacy Edge Advisors, LLC | 0.20% | Reduce -0.3% | 9,864 | $1.9M |
| Vanguard National Trust Co | 0.12% | — | 9,677 | $1.8M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Reduce -28.9% | 9,543 | $1.8M |
| Park Avenue Securities LLC | 0.01% | Reduce -38.4% | 9,450 | $1.8M |
| Stratos Wealth Partners, LTD. | 0.02% | Reduce -2.4% | 9,416 | $1.8M |
| Wealth Dimensions Group, Ltd. | 0.35% | Reduce -5.2% | 9,360 | $1.8M |
| Legacy Bridge, LLC | 0.68% | No change | 9,335 | $1.8M |
| J2 Capital Management Inc | 1.19% | New | 9,156 | $1.7M |
| MV Capital Management, Inc. | 0.17% | Add +12.7% | 9,131 | $1.7M |
| Nest Investments, LLC | 1.40% | Add +2.8% | 9,100 | $1.7M |
| First Manhattan Co. Llc. | 0.00% | Reduce -12.3% | 9,045 | $1.7M |
| Berkshire Asset Management LLC | 0.07% | Add +0.0% | 9,040 | $1.7M |
| SilverOak Wealth Management LLC | 0.27% | Reduce -1.7% | 8,901 | $1.7M |
| Graves Light Lenhart Wealth, Inc. | 0.18% | Reduce -0.5% | 8,889 | $1.7M |
| Fidelis Capital Partners, LLC | 0.12% | Reduce -2.3% | 8,816 | $1.7M |
| Cornerstone Wealth Management, LLC | 0.08% | Add +4.5% | 8,780 | $1.7M |
| Windward Private Wealth Management Inc. | 0.57% | Reduce -3.5% | 8,772 | $1.7M |
| Atlas Legacy Advisors, LLC | 0.30% | Add +1.4% | 8,753 | $1.7M |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +69.1% | 8,659 | $1.6M |
| United Capital Financial Advisors, LLC | 0.01% | Reduce -5.0% | 8,634 | $1.6M |
| Cozad Asset Management Inc. | 0.13% | Add +1.4% | 8,596 | $1.6M |
| Retirement Planning Group, LLC | 0.05% | Add +2.3% | 8,519 | $1.6M |
| Relyea Zuckerberg Hanson LLC | 0.16% | Add +1.6% | 8,519 | $1.6M |
| St. Louis Trust Co | 0.19% | No change | 8,485 | $1.6M |
| Great Valley Advisor Group, Inc. | 0.03% | Add +1.1% | 8,481 | $1.6M |
| Luts & Greenleigh Group, Inc. | 1.27% | Add +2.6% | 8,476 | $1.6M |
| Eukles Asset Management | 0.71% | Add +18.4% | 8,375 | $1.6M |
| American Financial Advisors, LLC | 0.21% | Reduce -0.1% | 8,364 | $1.6M |
| Stordahl Capital Management, Inc. | 0.32% | Reduce -2.5% | 8,251 | $1.6M |
| Modern Wealth Management, LLC | 0.03% | Reduce -16.2% | 8,119 | $1.5M |
| 626 Financial, LLC | 0.69% | Add +0.1% | 8,109 | $1.5M |
| Harbour Capital Advisors, LLC | 0.29% | Reduce -1.0% | 7,330 | $1.5M |
| Rehmann Capital Advisory Group | 0.08% | Add +58.7% | 7,853 | $1.5M |
| Meridian Wealth Management, LLC | 0.05% | Reduce -9.6% | 7,846 | $1.5M |
| Altiora Financial Group, LLC | 0.24% | No change | 7,831 | $1.5M |
| Lowe Brockenbrough & Co. Inc. | 0.07% | Reduce -12.1% | 7,815 | $1.5M |
| Argent Trust Co | 0.05% | Reduce -0.7% | 7,805 | $1.5M |
| Veery Capital, LLC | 0.45% | Add +0.1% | 7,746 | $1.5M |
| Harbor Capital Advisors, Inc. | 0.12% | Add +137.7% | 7,698 | $1.5M |
| Phocas Financial Corp. | 0.23% | New | 7,652 | $1.5M |
| Frederick Financial Consultants, LLC | 0.72% | Reduce -0.9% | 7,626 | $1.4M |
| Y-Intercept (Hong Kong) Ltd | 0.03% | Add +276.0% | 7,596 | $1.4M |
| Systematic Financial Management LP | 0.03% | Reduce -31.9% | 7,594 | $1.4M |
| Bryn Mawr Trust Advisors, LLC | 0.07% | Reduce -2.0% | 7,461 | $1.4M |
| Rodgers & Associates, LTD | 0.14% | Reduce -3.0% | 7,380 | $1.4M |
| Smartleaf Asset Management LLC | 0.05% | Add +32.2% | 7,566 | $1.4M |
| Morris Financial Concepts, Inc. | 0.47% | Reduce -1.9% | 7,300 | $1.4M |
| Wealthcare Advisory Partners LLC | 0.03% | Reduce -41.7% | 7,272 | $1.4M |
| Cornerstone Wealth Advisors, Inc. | 0.32% | Reduce -7.5% | 7,263 | $1.4M |
| Pittenger & Anderson Inc. | 0.05% | No change | 7,125 | $1.4M |
| Paces Ferry Wealth Advisors, LLC | 0.56% | Add +0.0% | 7,090 | $1.3M |
| Heck Capital Advisors, LLC | 0.10% | Add +93.2% | 7,087 | $1.3M |
| PDS Planning, Inc | 0.09% | Add +8.3% | 6,994 | $1.3M |
| Exencial Wealth Advisors, LLC | 0.04% | Reduce -6.9% | 6,958 | $1.3M |
| Earnest Partners LLC | 0.01% | Reduce -84.5% | 6,917 | $1.3M |
| Ashton Thomas Private Wealth, LLC | 0.03% | Add +0.4% | 6,844 | $1.3M |
| VestGen Advisors, LLC | 0.04% | Reduce -4.3% | 6,150 | $1.3M |
| Lowery Thomas, LLC | 0.73% | Reduce -1.2% | 6,744 | $1.3M |
| Greenspring Advisors, LLC | 0.08% | Add +0.0% | 6,737 | $1.3M |
| Ategra Capital Management, LLC | 0.70% | No change | 6,678 | $1.3M |
| Millennium Management | 0.00% | Add +67.4% | 6,592 | $1.2M |
| LMCG Investments, LLC | 0.07% | Reduce -0.5% | 6,535 | $1.2M |
| OpenArc Corporate Advisory, LLC | 0.02% | Add +3.0% | 6,511 | $1.2M |
| Private Wealth Asset Management, LLC | 0.13% | Add +5.2% | 6,463 | $1.2M |
| Valeo Financial Advisors, LLC | 0.03% | Add +4.7% | 6,448 | $1.2M |
| Aptus Capital Advisors, LLC | 0.01% | Add +0.0% | 6,443 | $1.2M |
| Performance Wealth Partners, LLC | 0.04% | Reduce -6.7% | 6,431 | $1.2M |
| Founders Financial Securities LLC | 0.07% | Reduce -8.0% | 6,067 | $1.2M |
| Aletheian Wealth Advisors LLC | 0.59% | — | 6,366 | $1.2M |
| Fifth Third Wealth Advisors LLC | 0.04% | Reduce -16.6% | 6,359 | $1.2M |
| Financial Guidance Group, Inc. | 0.48% | No change | 6,240 | $1.2M |
| Insight 2811, Inc. | 0.51% | Add +0.7% | 6,239 | $1.2M |
| Calydon Capital | 0.19% | Add +0.3% | 6,221 | $1.2M |
| UMB Bank, n.a. | 0.02% | Reduce -7.4% | 6,191 | $1.2M |
| Grey Fox Wealth Advisors, LLC | 0.22% | Add +4.6% | 6,063 | $1.1M |
| Evanson Asset Management, LLC | 0.06% | Reduce -5.7% | 6,061 | $1.1M |
| HighMark Wealth Management LLC | 0.46% | Reduce -0.0% | 6,020 | $1.1M |
| First Bancorp, Inc | 0.57% | No change | 6,000 | $1.1M |
| Oppenheimer & Co. Inc. | 0.01% | Add +8.6% | 5,928 | $1.1M |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.01% | No change | 5,603 | $1.1M |
| James Investment Research, Inc. | 0.12% | Reduce -0.6% | 5,863 | $1.1M |
| Disciplined Investments, LLC | 0.40% | Add +10.4% | 5,857 | $1.1M |
| Crescent Grove Advisors, LLC | 0.11% | No change | 5,835 | $1.1M |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -99.1% | 5,796 | $1.1M |
| Blue Bell Private Wealth Management, LLC | 0.16% | Reduce -3.3% | 5,784 | $1.1M |
| IFP Advisors, Inc | 0.02% | Reduce -38.4% | 5,723 | $1.1M |
| Highland Capital Management, LLC | 0.06% | Reduce -2.1% | 5,716 | $1.1M |
| NewEdge Wealth, LLC | 0.01% | Reduce -46.8% | 5,702 | $1.1M |
| MassMutual Private Wealth & Trust, FSB | 0.03% | Add +2.9% | 5,697 | $1.1M |
| Paragon Financial Partners, Inc. | 0.61% | Reduce -1.2% | 5,291 | $1.1M |
| Anchor Capital Advisors LLC | 0.03% | Reduce -16.6% | 5,621 | $1.1M |
| Carnegie Investment Counsel | 0.02% | Add +14.0% | 5,594 | $1.1M |
| American State Bank (Iowa) | 0.51% | Add +1.4% | 5,547 | $1.1M |
| Affinity Capital Advisors, LLC | 0.15% | No change | 5,471 | $1.0M |
| Apella Capital, LLC | 0.02% | Add +25.4% | 4,981 | $1.0M |
| Integrated Advisors Network LLC | 0.05% | Reduce -2.3% | 5,412 | $1.0M |
| Allstreet Capital Advisors LLC | 0.76% | Add +18.9% | 5,390 | $1.0M |
| Money Concepts Capital Corp. | 0.06% | New | 5,379 | $1.0M |
| Clarion Wealth Managment Partners, LLC | 0.91% | Reduce -4.2% | 5,285 | $1.0M |
| North Star Investment Management Corp. | 0.06% | Add +0.0% | 5,274 | $1000K |
| Carbahal Olsen Financial Services Group, LLC | 0.80% | Add +3.9% | 5,256 | $996K |
| NorthRock Partners, LLC | 0.02% | Add +4.1% | 5,236 | $993K |
| Bedel Financial Consulting, Inc. | 0.11% | Add +6.4% | 5,210 | $988K |
| E&G Advisors, LLC | 0.22% | Reduce -4.3% | 5,197 | $985K |
| Johnson Financial Group, Inc. | 0.04% | Reduce -1.4% | 5,160 | $978K |
| Mutual Advisors, LLC | 0.02% | Reduce -21.4% | 5,156 | $977K |
| Culbertson A N & Co. Inc. | 0.13% | No change | 5,151 | $977K |
| Mma Asset Management LLC | 0.34% | Add +4.3% | 5,133 | $973K |
| Cullen/Frost Bankers, Inc. | 0.01% | Reduce -34.1% | 5,127 | $972K |
| Bishop & Co Investment Management, LLC | 0.33% | Reduce -76.1% | 5,123 | $971K |
| Citizens Financial Group Inc. | 0.01% | Reduce -5.3% | 5,084 | $964K |
| CI Investments Inc. | 0.00% | No change | 5,059 | $959K |
| World Investment Advisors | 0.02% | Add +21.3% | 5,058 | $959K |
| Wealth Care LLC | 0.84% | — | 5,000 | $948K |
| Brighton Jones LLC | 0.02% | New | 4,985 | $945K |
| Becker Capital Management Inc. | 0.03% | Reduce -2.0% | 4,925 | $934K |
| VAUGHAN & Co SECURITIES, INC. | 0.49% | Reduce -0.8% | 4,918 | $932K |
| Arista Wealth Management, LLC | 0.11% | Add +2.0% | 4,900 | $929K |
| Gables Capital Management Inc. | 0.39% | No change | 4,851 | $920K |
| Saxon Interests, Inc. | 0.32% | Add +262.0% | 4,818 | $913K |
| ARK & TLK Investments, LLC | 0.25% | No change | 4,804 | $911K |
| Cascade Financial Partners, LLC | 0.09% | Reduce -0.2% | 4,733 | $897K |
| Diversified Investment Strategies, LLC | 0.57% | Add +1.9% | 4,732 | $897K |
| Laurel Oak Wealth Management, LLC | 0.15% | Reduce -4.5% | 4,730 | $897K |
| Retirement Investment Advisors, Inc. | 0.07% | No change | 4,934 | $894K |
| MWA Asset Management | 0.49% | Reduce -1.3% | 4,695 | $891K |
| Opus Capital Group, LLC | 0.10% | No change | 4,693 | $890K |
| Rf&l Wealth Management, LLC | 0.67% | No change | 4,690 | $889K |
| Renasant Bank | 0.63% | Reduce -0.7% | 4,690 | $889K |
| Guidance Point Advisors, LLC | 0.21% | Add +0.2% | 4,641 | $881K |
| Gallagher Fiduciary Advisors, LLC | 0.03% | Reduce -31.7% | 4,640 | $880K |
| Pinnacle Associates Ltd. | 0.01% | Add +3.5% | 4,616 | $875K |
| First Business Financial Services, Inc. | 0.08% | No change | 4,604 | $873K |
| Belpointe Asset Management LLC | 0.03% | Add +31.6% | 4,553 | $863K |
| Kingsview Wealth Management, LLC | 0.01% | Add +0.3% | 4,491 | $851K |
| Gotham Asset Management | 0.00% | Add +210.2% | 4,445 | $843K |
| Naviter Wealth, LLC | 0.11% | No change | 4,439 | $842K |
| Chemung Canal Trust Co. | 0.17% | No change | 4,422 | $838K |
| Firestone Capital Management | 0.17% | No change | 4,422 | $838K |
| Dravo Bay LLC | 0.34% | Add +0.9% | 4,401 | $834K |
| Bricktown Capital, LLC | 0.16% | No change | 4,386 | $832K |
| Chicago Partners Investment Group LLC | 0.02% | Add +5.6% | 4,024 | $830K |
| Galvin, Gaustad & Stein, LLC | 0.07% | Reduce -34.0% | 4,376 | $830K |
| Widmann Financial Services, Inc. | 0.49% | No change | 4,330 | $821K |
| Garde Capital, Inc. | 0.05% | Reduce -2.4% | 4,318 | $819K |
| Auxano Advisors, LLC | 0.16% | Reduce -0.9% | 4,284 | $812K |
| Capula Management Ltd | 0.01% | Reduce -12.5% | 4,269 | $809K |
| BIP Wealth, LLC | 0.03% | Add +23.9% | 4,265 | $809K |
| Evoke Wealth, LLC | 0.01% | Add +0.5% | 4,263 | $808K |
| Cornerstone Wealth Group, LLC | 0.05% | New | 3,921 | $805K |
| Brown Brothers Harriman & Co. | 0.00% | Reduce -3.5% | 4,237 | $803K |
| Equitable Trust Co. | 0.04% | Add +27.2% | 4,188 | $794K |
| Blake Schutter Theil Wealth Advisors, LLC | 0.65% | Add +0.1% | 4,178 | $792K |
| Davidson Trust Co. | 0.34% | Add +2.4% | 4,156 | $788K |
| National Philanthropic Trust | 0.01% | No change | 4,139 | $785K |
| Cardiff Park Advisors, LLC | 0.06% | Add +0.1% | 4,098 | $777K |
| Composition Wealth, LLC | 0.01% | Reduce -10.7% | 4,087 | $775K |
| Wealthspire Retirement, LLC | 0.05% | Reduce -10.7% | 4,087 | $775K |
| TAGStone Capital, Inc. | 0.27% | New | 4,085 | $774K |
| Center for Financial Planning, Inc. | 0.08% | Reduce -13.4% | 4,069 | $771K |
| Private Trust Co. NA | 0.07% | Reduce -3.1% | 4,040 | $766K |
| Aprio Wealth Management, LLC | 0.04% | Reduce -0.1% | 3,982 | $755K |
| Tillman Hartley LLC | 0.19% | Reduce -0.3% | 3,975 | $754K |
| Diversify Wealth Management, LLC | 0.01% | Add +23.1% | 3,662 | $748K |
| Stegner Investment Associates Inc. | 0.41% | No change | 3,919 | $743K |
| Connecticut Wealth Management, LLC | 0.03% | Reduce -10.7% | 3,918 | $743K |
| Elevation Wealth Partners, LLC | 0.26% | Add +0.1% | 3,881 | $736K |
| Plum Street Advisors, LLC | 0.25% | No change | 3,880 | $736K |
| Brown Wealth Management, LLC | 0.19% | Reduce -19.4% | 3,865 | $733K |
| GK Wealth Management LLC | 0.64% | New | 3,951 | $730K |
| DWR Wealth Management, LLC | 0.64% | Add +0.1% | 3,951 | $730K |
| Cornerstone Advisors Asset Management, LLC | 0.11% | No change | 3,843 | $729K |
| Western Wealth Management, LLC | 0.03% | Reduce -0.8% | 3,842 | $728K |
| Foster Group, Inc. | 0.02% | Add +0.5% | 3,825 | $725K |
| Daymark Wealth Partners, LLC | 0.02% | No change | 3,817 | $724K |
| Kaufman Rossin Wealth, LLC | 0.41% | No change | 3,809 | $722K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -1.7% | 3,807 | $722K |
| QRG Capital Management, Inc. | 0.01% | Add +42.3% | 3,802 | $721K |
| Perigon Wealth Management, LLC | 0.01% | No change | 3,795 | $719K |
| Aft, Forsyth & Company, Inc. | 0.34% | Reduce -0.0% | 3,785 | $718K |
| Lanark Financial, Inc. | 0.05% | Add +4.7% | 3,774 | $716K |
| Nicolet Bankshares Inc. | 0.03% | Add +64.2% | 3,758 | $714K |
| Gladstone Institutional Advisory LLC | 0.03% | Add +0.0% | 3,756 | $712K |
| Sigma Planning Corp | 0.02% | Add +3.6% | 3,744 | $710K |
| Hirtle & Co., LLC | 0.03% | No change | 3,719 | $705K |
| Krilogy Financial LLC | 0.02% | Add +79.1% | 3,470 | $702K |
| Welch & Forbes LLC | 0.01% | No change | 3,675 | $697K |
| Prospera Financial Services Inc | 0.01% | Reduce -4.0% | 3,671 | $697K |
| Eagle Strategies LLC | 0.08% | Reduce -7.1% | 3,667 | $695K |
| Rialto Wealth Management, LLC | 0.16% | Reduce -0.3% | 3,644 | $691K |
| Palisades Hudson Asset Management, L.P. | 0.27% | Add +0.2% | 3,616 | $686K |
| Klingenstein Fields & Co. LP | 0.03% | No change | 3,582 | $679K |
| Avior Wealth Management, LLC | 0.02% | Reduce -3.6% | 3,572 | $677K |
| Diversified Portfolios, Inc. | 0.06% | Reduce -2.7% | 3,572 | $677K |
| Curtis Advisory Group, LLC | 0.15% | Add +2.4% | 3,552 | $673K |
| Chicago Capital, LLC | 0.02% | No change | 3,511 | $666K |
| CFG Wealth Management Services, Inc. | 0.63% | No change | 3,193 | $663K |
| Townsend Asset Management Corp. /NC/ | 0.24% | Add +0.3% | 3,495 | $663K |
| Fiduciary Financial Group, LLC | 0.09% | Add +1.2% | 3,486 | $661K |
| Magnus Financial Group LLC | 0.05% | Reduce -13.6% | 3,481 | $660K |
| Ascent Group, LLC | 0.02% | Reduce -2.9% | 3,456 | $655K |
| Red Reef Advisors LLC | 0.68% | No change | 3,446 | $653K |
| Pine Valley Investments Ltd Liability Co | 0.03% | Add +0.0% | 3,431 | $650K |
| American Wealth Advisors, LLC | 0.67% | Add +0.3% | 3,410 | $646K |
| GAMMA Investing LLC | 0.03% | Add +372.6% | 3,403 | $645K |
| Two Sigma Securities, LLC | 0.07% | New | 3,397 | $644K |
| Smithfield Trust Co | 0.03% | Reduce -6.0% | 3,477 | $642K |
| TD Private Client Wealth LLC | 0.01% | Add +13.2% | 3,381 | $641K |
| McKinley Carter Wealth Services, Inc. | 0.04% | Reduce -0.6% | 3,381 | $641K |
| Atria Investments, Inc | 0.01% | Reduce -77.1% | 3,379 | $641K |
| GAMCO Investors | 0.01% | Reduce -16.7% | 3,370 | $639K |
| Sound View Wealth Advisors Group, LLC | 0.04% | Add +0.0% | 3,354 | $636K |
| Capital Group Private Client Services, Inc. | 0.01% | Reduce -1.1% | 3,344 | $634K |
| Compound Planning, Inc. | 0.02% | Add +28.3% | 3,337 | $633K |
| Jordan Park Group LLC | 0.03% | Reduce -28.3% | 3,321 | $630K |
| Intrepid Financial Planning Group LLC | 0.25% | Reduce -0.8% | 3,245 | $627K |
| Evercore Wealth Management, LLC | 0.01% | Reduce -25.0% | 3,300 | $626K |
| SCS Capital Management LLC | 0.01% | Add +0.0% | 3,285 | $623K |
| Monograph Wealth Advisors, LLC | 0.06% | No change | 3,284 | $623K |
| Yardley Wealth Management LLC | 0.32% | No change | 3,275 | $621K |
| JFS Wealth Advisors, LLC | 0.03% | No change | 3,245 | $615K |
| Alesco Advisors, LLC, An ESL Co | 0.02% | Reduce -2.5% | 3,241 | $614K |
| Ullmann Wealth Partners Group, LLC | 0.06% | Reduce -9.8% | 3,238 | $614K |
| Smith Thornton Advisors LLC | 0.31% | No change | 3,225 | $611K |
| New Age Alpha Advisors, LLC | 0.03% | Add +15.6% | 3,187 | $604K |
| KDK Private Wealth Management, LLC | 0.55% | Reduce -0.9% | 3,183 | $603K |
| Archvest Wealth Advisors, Inc. | 0.39% | Reduce -3.5% | 3,162 | $599K |
| Forum Financial Management, LP | 0.01% | Add +0.5% | 3,158 | $599K |
| Smithbridge Asset Management Inc. | 0.09% | Reduce -50.0% | 3,153 | $598K |
| PFG Investments, LLC | 0.03% | Reduce -4.5% | 3,147 | $597K |
| Haverford Trust Co | 0.01% | Reduce -7.1% | 3,108 | $589K |
| Patriot Investment Management Group, Inc. | 0.04% | No change | 3,082 | $584K |
| Key Financial Inc | 0.10% | No change | 3,062 | $581K |
| True North Advisors, LLC | 0.07% | No change | 3,028 | $574K |
| Embree Financial Group | 0.07% | Add +0.1% | 3,025 | $573K |
| Strategies Wealth Advisors, LLC | 0.06% | Reduce -12.3% | 3,022 | $573K |
| Benjamin Edwards Inc. | 0.01% | New | 3,018 | $572K |
| Sage Capital Management, LLC | 0.27% | Add +0.4% | 3,012 | $571K |
| Riverbend Wealth Management, LLC | 0.35% | No change | 3,000 | $569K |
| Keudell/Morrison Wealth Management | 0.12% | No change | 3,000 | $569K |
| Quantbot Technologies LP | 0.02% | New | 3,000 | $569K |
| Heritage Wealth Advisors | 0.02% | Reduce -16.7% | 3,000 | $569K |
| Castle Wealth Management LLC | 0.18% | No change | 2,988 | $567K |
| Caldwell Trust Co | 0.05% | Reduce -9.6% | 2,987 | $566K |
| St Germain D J Co. Inc. | 0.02% | No change | 2,976 | $564K |
| Cahaba Wealth Management, Inc. | 0.04% | Reduce -1.4% | 2,972 | $564K |
| Signature Estate & Investment Advisors LLC | 0.01% | Add +0.3% | 2,967 | $562K |
| HighPoint Advisor Group LLC | 0.02% | Add +1.4% | 2,965 | $562K |
| Apollon Wealth Management, LLC | 0.01% | Reduce -7.3% | 2,963 | $562K |
| Broadview Financial Management, LLC | 0.38% | Reduce -2.1% | 2,949 | $559K |
| Ancora Advisors LLC | 0.01% | No change | 2,923 | $554K |
| Catalyst Financial Partners LLC | 0.07% | Add +4.2% | 2,923 | $554K |
| First Commonwealth Financial Corp | 0.09% | Reduce -2.7% | 2,913 | $552K |
| Fulton Breakefield Broenniman LLC | 0.04% | Reduce -3.3% | 2,899 | $550K |
| Canandaigua National Corp. | 0.05% | — | 2,896 | $549K |
| Steel Grove Capital Advisors, LLC | 0.06% | No change | 2,884 | $547K |
| Paulson Wealth Management Inc. | 0.13% | Add +5.8% | 2,857 | $542K |
| St. Clair Advisors, LLC | 0.14% | No change | 2,856 | $541K |
| Sax Wealth Advisors, LLC | 0.03% | Reduce -1.8% | 2,932 | $531K |
| Shaker Investments LLC | 0.24% | No change | 2,800 | $531K |
| Verus Capital Partners, LLC | 0.04% | Reduce -1.6% | 2,787 | $528K |
| Integrity Alliance, Llc. | 0.02% | Reduce -3.6% | 2,766 | $524K |
| DAVENPORT & Co LLC | 0.00% | Reduce -69.4% | 2,758 | $523K |
| Financial Solutions Advisory Group, Inc. | 0.07% | — | 2,750 | $521K |
| Creekside Partners | 0.21% | Add +0.1% | 2,745 | $520K |
| Evermay Wealth Management LLC | 0.06% | Reduce -2.8% | 2,738 | $519K |
| Huntington National Bank | 0.00% | New | 2,732 | $518K |
| Brandywine Oak Private Wealth LLC | 0.04% | Reduce -1.0% | 2,694 | $511K |
| Pennington Partners & Co., LLC | 0.17% | New | 2,679 | $508K |
| Strategic Wealth Advisors LLC | 0.41% | Add +2.9% | 2,665 | $505K |
| Legacy Advisors, LLC | 0.06% | Reduce -10.0% | 2,654 | $503K |
| Appleton Partners Inc. | 0.04% | No change | 2,654 | $503K |
| Berkeley, Inc | 0.17% | Reduce -4.9% | 2,646 | $502K |
| Spire Wealth Management | 0.02% | Add +6.8% | 2,641 | $501K |
| Cibc World Market Inc. | 0.00% | Add +2.5% | 2,638 | $500K |
| Maltin Wealth Management, Inc. | 0.19% | Reduce -6.6% | 2,631 | $499K |
| Strategic Blueprint, LLC | 0.03% | Reduce -27.9% | 2,623 | $497K |
| Summit Trail Advisors, LLC | 0.01% | New | 2,590 | $491K |
| Versant Capital Management, Inc | 0.05% | Add +163.4% | 2,584 | $490K |
| First Western Trust Bank | 0.02% | No change | 2,581 | $489K |
| Legacy Trust | 0.09% | No change | 2,568 | $487K |
| Sharp Wealth Advisory, LLC | 0.24% | Add +34.0% | 2,556 | $485K |
| Endeavor Private Wealth, Inc. | 0.14% | Reduce -0.3% | 2,522 | $480K |
| Sage Financial Group Inc. | 0.03% | Reduce -2.1% | 2,520 | $478K |
| Procyon Advisors, LLC | 0.02% | Reduce -10.1% | 2,500 | $474K |
| BTC Capital Management, Inc. | 0.03% | No change | 2,496 | $473K |
| Cary Street Partners Financial LLC | 0.01% | Add +0.7% | 2,492 | $472K |
| Ausdal Financial Partners, Inc. | 0.02% | Add +2.0% | 2,484 | $471K |
| Stonebridge Financial Planning Group, LLC | 0.17% | Reduce -6.8% | 2,477 | $470K |
| Mission Wealth Management, LP | 0.01% | Reduce -33.2% | 2,472 | $469K |
| Trust Point Inc. | 0.04% | No change | 2,472 | $469K |
| Savvy Advisors, Inc. | 0.01% | Add +60.0% | 2,463 | $467K |
| NBT Bank, N.A. | 0.03% | Add +96.2% | 2,462 | $467K |
| Mgo One Seven LLC | 0.01% | Add +10.5% | 2,454 | $465K |
| Liberty Square Wealth Partners LLC | 0.13% | No change | 2,445 | $464K |
| Croban | 0.22% | Add +3.4% | 2,442 | $463K |
| Mycio Wealth Partners, LLC | 0.09% | Add +0.3% | 2,435 | $462K |
| Lutz Financial Services LLC | 0.03% | Reduce -0.4% | 2,431 | $461K |
| Valmark Advisers, Inc. | 0.01% | Add +2.3% | 2,424 | $460K |
| Focus Financial Network, Inc. | 0.02% | Reduce -18.5% | 2,418 | $458K |
| Triad Wealth Partners, LLC | 0.04% | Add +4.9% | 2,412 | $457K |
| Principal Securities, Inc. | 0.01% | Reduce -0.4% | 2,409 | $457K |
| Emergent Wealth Advisors, LLC | 0.27% | Add +0.3% | 2,403 | $456K |
| Empower Advisory Group, LLC | 0.00% | Add +57.5% | 2,386 | $452K |
| Keebeck Wealth Management | 0.05% | No change | 2,379 | $451K |
| Gator Capital Management, LLC | 0.10% | No change | 2,375 | $450K |
| Diversified Trust Co. | 0.01% | Add +11.8% | 2,369 | $449K |
| Capital Square, LLC | 0.21% | Reduce -2.4% | 2,168 | $449K |
| Fulton Bank, N.A. | 0.02% | Reduce -2.6% | 2,362 | $448K |
| Cornell Pochily Investment Advisors, Inc. | 0.13% | Add +0.0% | 2,359 | $447K |
| Sankala Group LLC | 0.37% | No change | 2,372 | $447K |
| Centennial Bank | 0.16% | No change | 2,355 | $446K |
| Invested Advisors | 0.45% | Add +5.0% | 2,352 | $446K |
| Mayflower Financial Advisors, LLC | 0.05% | No change | 2,347 | $445K |
| Teachers Insurance & Annuity Association of America | 0.56% | No change | 2,341 | $444K |
| Diversified Enterprises, LLC | 0.02% | Reduce -0.4% | 2,316 | $439K |
| Pettinga Financial Advisors LLC | 0.08% | Reduce -3.1% | 2,307 | $437K |
| Vise Technologies, Inc. | 0.01% | No change | 2,404 | $436K |
| Colonial Trust Co / SC | 0.06% | Reduce -2.3% | 2,350 | $434K |
| CJM Wealth Advisers, Ltd. | 0.13% | Reduce -0.7% | 2,277 | $432K |
| American National Bank & Trust | 0.04% | No change | 2,260 | $428K |
| Cahill Financial Advisors Inc. | 0.05% | No change | 2,251 | $427K |
| Valley Forge Investment Consultants Inc. Adv | 0.13% | No change | 2,249 | $426K |
| Sapient Capital LLC | 0.01% | No change | 2,229 | $423K |
| Smith, Moore & Co. | 0.03% | Add +0.1% | 2,223 | $422K |
| Elm Partners Management LLC | 0.02% | No change | 2,276 | $421K |
| Fiducient Advisors LLC | 0.05% | Reduce -2.6% | 2,216 | $420K |
| Paragon Capital Management Ltd | 0.09% | Reduce -7.3% | 2,214 | $420K |
| Asset Dedication, LLC | 0.03% | Add +54.4% | 2,214 | $420K |
| Freestone Capital Holdings, LLC | 0.01% | Reduce -3.2% | 2,214 | $420K |
| Cannell & Spears LLC | 0.01% | No change | 2,205 | $418K |
| Concurrent Investment Advisors, LLC | 0.00% | Reduce -5.4% | 2,201 | $417K |
| Amarillo National Bank | 0.07% | No change | 2,197 | $417K |
| Friday Financial | 0.14% | Reduce -10.3% | 2,192 | $416K |
| Patten & Patten Inc. | 0.02% | Add +4.9% | 2,152 | $408K |
| PW Advisors, LLC \ FL | 0.30% | Reduce -0.8% | 2,148 | $407K |
| Tassel Capital Management, Inc. | 0.22% | Add +0.3% | 2,143 | $406K |
| Baxter Bros Inc. | 0.05% | Reduce -1.8% | 2,135 | $405K |
| Truepoint, Inc. | 0.01% | Reduce -0.1% | 2,122 | $402K |
| GM Advisory Group, LLC | 0.02% | Add +0.1% | 2,117 | $401K |
| Optimist Retirement Group LLC | 0.18% | Reduce -2.6% | 2,108 | $400K |
| Crestwood Advisors Group, LLC | 0.01% | Add +4.5% | 2,106 | $399K |
| N.E.W. Advisory Services LLC | 0.03% | No change | 2,092 | $397K |
| Mather Group, Llc. | 0.00% | No change | 2,084 | $395K |
| Builder Investment Group Inc. | 0.08% | Reduce -1.2% | 2,062 | $391K |
| Skyline Advisors, Inc. | 0.14% | Add +0.3% | 2,043 | $387K |
| StoneX Group Inc. | 0.02% | Add +14.8% | 2,028 | $384K |
| Aurelius Family Office LLC | 0.17% | Reduce -2.2% | 2,027 | $384K |
| Well Done, LLC | 0.06% | No change | 2,025 | $384K |
| Allen Investment Management, LLC | 0.00% | No change | 2,017 | $382K |
| BridgePort Financial Solutions, LLC | 0.11% | No change | 2,016 | $382K |
| Leo Wealth, LLC | 0.03% | Add +0.1% | 2,004 | $380K |
| Investment Advisory Group, LLC | 0.10% | Add +0.9% | 2,003 | $380K |
| Regency Capital Management Inc.\DE | 0.17% | No change | 2,000 | $379K |
| Premier Path Wealth Partners, LLC | 0.05% | Reduce -10.1% | 1,995 | $378K |
| Bci Securities, Inc. | 3.71% | No change | 1,988 | $377K |
| Old National Bancorp | 0.01% | Reduce -0.1% | 1,976 | $375K |
| W Advisors, LLC | 0.19% | No change | 1,950 | $370K |
| McMill Wealth Management | 0.10% | No change | 1,948 | $369K |
| Wedbush Securities Inc. | 0.01% | Add +2.7% | 1,947 | $369K |
| Howe & Rusling Inc. | 0.02% | Reduce -7.8% | 1,943 | $368K |
| Aspen Grove Capital, LLC | 0.07% | No change | 1,937 | $367K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | Add +1.6% | 1,929 | $366K |
| Thrivent Financial for Lutherans | 0.00% | New | 1,914 | $363K |
| Robertson Stephens Wealth Management, LLC | 0.01% | Add +0.1% | 1,912 | $362K |
| Steph & Co. | 0.10% | Reduce -8.0% | 1,907 | $362K |
| Fort Point Capital Partners LLC | 0.05% | No change | 1,907 | $362K |
| Next Capital Management LLC | 0.11% | New | 1,898 | $360K |
| Rossmore Private Capital | 0.03% | No change | 1,897 | $360K |
| Plante Moran Financial Advisors, LLC | 0.02% | Reduce -1.6% | 1,894 | $359K |
| Cambridge Financial Group, LLC | 0.12% | Reduce -20.1% | 1,880 | $356K |
| Navigation Wealth Management, Inc. | 1.28% | Add +6.3% | 1,879 | $356K |
| Mosaic Family Wealth Partners, LLC | 0.04% | Reduce -1.3% | 1,878 | $356K |
| Phillips Financial Management, LLC | 0.03% | Reduce -52.6% | 1,873 | $355K |
| Chapin Davis, Inc. | 0.08% | No change | 1,856 | $352K |
| Icon Wealth Advisors, LLC | 0.02% | Reduce -45.5% | 1,712 | $350K |
| Capital Analysts, LLC | 0.01% | Reduce -55.7% | 1,839 | $348K |
| Alvarez & Marsal Private Wealth Partners, LLC | 0.05% | No change | 1,819 | $345K |
| Peak Asset Management, LLC | 0.06% | No change | 1,805 | $342K |
| Advisors Preferred, LLC | 0.05% | Reduce -99.0% | 1,796 | $341K |
| R.H. Investment Group, LLC | 0.26% | New | 1,708 | $339K |
| Financial Management Network Inc. | 0.05% | Reduce -3.1% | 1,692 | $338K |
| First Nebraska Trust Co | 0.03% | No change | 1,774 | $336K |
| Matrix Asset Advisors Inc. | 0.03% | No change | 1,765 | $335K |
| Retirement Income Solutions, Inc. | 0.06% | No change | 1,758 | $333K |
| Moisand Fitzgerald Tamayo, LLC | 0.04% | No change | 1,757 | $333K |
| Investmark Advisory Group LLC | 0.14% | Add +0.1% | 1,756 | $333K |
| Oath Planning, LLC | 0.29% | Add +0.2% | 1,737 | $329K |
| AdvisorNet Financial, Inc | 0.02% | Reduce -0.2% | 1,734 | $329K |
| Ameritas Advisory Services, LLC | 0.01% | Reduce -21.5% | 1,731 | $328K |
| Wedgewood Investors Inc. | 0.37% | No change | 1,721 | $326K |
| Sunpointe, LLC | 0.11% | Add +42.4% | 1,709 | $324K |
| LexAurum Advisors, LLC | 0.04% | — | 1,709 | $324K |
| Total Clarity Wealth Management, Inc. | 0.08% | Reduce -32.3% | 1,700 | $322K |
| Laurel Wealth Advisors LLC | 0.03% | Reduce -0.1% | 1,515 | $321K |
| Kingswood Wealth Advisors, LLC | 0.02% | Add +17.1% | 1,685 | $320K |
| Annandale Capital, LLC | 0.05% | Reduce -26.8% | 1,684 | $319K |
| New England Private Wealth Advisors LLC | 0.04% | Add +0.2% | 1,676 | $318K |
| Eight 31 Financial, LLC | 0.19% | No change | 1,667 | $316K |
| Bearing Point Capital, LLC | 0.05% | Add +5.5% | 1,665 | $316K |
| DiNuzzo Private Wealth, Inc. | 0.03% | No change | 1,665 | $316K |
| Insigneo Advisory Services, LLC | 0.02% | Reduce -33.7% | 1,638 | $311K |
| West Michigan Advisors, LLC | 0.07% | Add +0.5% | 1,632 | $309K |
| Destination Wealth Management | 0.01% | Add +0.2% | 1,628 | $309K |
| Decision Investments, Inc. | 0.35% | Reduce -0.6% | 1,624 | $308K |
| Three Bridge Wealth Advisors, LLC | 0.08% | Reduce -11.0% | 1,620 | $307K |
| IHT Wealth Management, LLC | 0.01% | Reduce -8.0% | 1,603 | $304K |
| Raffa Wealth Management, LLC | 0.05% | Add +0.3% | 1,589 | $301K |
| Joel Isaacson & Co., LLC | 0.01% | Add +0.1% | 1,586 | $301K |
| Independence Bank of Kentucky | 0.04% | Add +6.8% | 1,585 | $301K |
| Bessemer Group Inc. | 0.00% | Reduce -60.4% | 1,583 | $300K |
| TCTC Holdings, LLC | 0.01% | No change | 1,574 | $298K |
| Stonebridge Financial Group, LLC / MO | 0.25% | Add +0.6% | 1,569 | $298K |
| Dimension Capital Management LLC | 0.04% | No change | 1,560 | $296K |
| Pinnacle Wealth Planning Services, Inc. | 0.03% | No change | 1,556 | $295K |
| Alexander Randolph Advisory, Inc. | 0.25% | No change | 1,555 | $295K |
| Glass Jacobson Investment Advisors llc | 0.10% | No change | 1,548 | $293K |
| Certified Advisory Corp | 0.03% | No change | 1,545 | $293K |
| Evolve Private Wealth, LLC | 0.02% | New | 1,535 | $291K |
| Compass Ion Advisors, LLC | 0.03% | Add +0.1% | 1,530 | $290K |
| Ellis Investment Partners, LLC | 0.05% | Reduce -1.7% | 1,529 | $290K |
| Ritholtz Wealth Management | 0.01% | Add +21.6% | 1,527 | $290K |
| Capital Advantage, Inc. | 0.04% | No change | 1,525 | $289K |
| Mesirow Financial Investment Management, Inc. | 0.00% | Add +18.2% | 1,524 | $289K |
| Kanawha Capital Management LLC | 0.02% | Reduce -6.2% | 1,511 | $286K |
| Elwood & Goetz Wealth Advisory Group, LLC | 0.05% | No change | 1,507 | $286K |
| Meridian Financial Partners LLC | 0.11% | Add +18.1% | 1,471 | $285K |
| Cladis Investment Advisory, LLC | 0.16% | Add +15.4% | 1,500 | $284K |
| Aufman Associates Inc | 0.14% | No change | 1,500 | $284K |
| Oakworth Capital, Inc. | 0.01% | No change | 1,496 | $284K |
| Ducere Wealth Management LLC | 0.11% | New | 1,493 | $283K |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 0.09% | Reduce -19.6% | 1,358 | $282K |
| Summit Financial Wealth Advisors, LLC | 0.04% | No change | 1,484 | $281K |
| Romano Brothers and Company | 0.03% | Reduce -1.6% | 1,478 | $280K |
| Northstar Group, Inc. | 0.04% | No change | 1,455 | $276K |
| Rhumbline Advisers | 0.00% | Reduce -39.1% | 1,452 | $275K |
| Bradley Foster & Sargent Inc. | 0.00% | Add +10.0% | 1,445 | $274K |
| Union Savings Bank | 0.12% | No change | 1,440 | $273K |
| FourThought Financial Partners, LLC | 0.02% | Add +15.3% | 1,438 | $273K |
| Live Oak Private Wealth LLC | 0.04% | No change | 1,438 | $273K |
| Lionshead Wealth Management, LLC | 0.20% | Add +0.1% | 1,431 | $271K |
| Clientfirst Wealth Management, LLC | 0.23% | No change | 1,430 | $271K |
| Clearwave Capital, LLC | 0.18% | Add +4.9% | 1,426 | $270K |
| Chatham Capital Group, Inc. | 0.04% | No change | 1,410 | $267K |
| Diversified Management Inc. | 0.05% | Add +0.1% | 1,409 | $267K |
| Matauro, LLC | 0.04% | Add +0.3% | 1,407 | $267K |
| Kelman-Lazarov, Inc. | 0.04% | New | 1,405 | $266K |
| Hoxton Planning & Management, LLC | 0.08% | Reduce -0.3% | 1,404 | $266K |
| Smith Salley Wealth Management | 0.01% | No change | 1,399 | $265K |
| Linscomb Wealth, Inc. | 0.01% | Reduce -21.9% | 1,395 | $264K |
| Independent Financial Group, LLC | 0.01% | Add +5.0% | 1,378 | $261K |
| Traveka Wealth, LLC | 0.10% | No change | 1,374 | $260K |
| Shepherd Financial Partners LLC | 0.02% | Reduce -1.9% | 1,359 | $258K |
| TBH Global Asset Management, LLC | 0.05% | New | 1,351 | $256K |
| Larson Financial Group LLC | 0.01% | Reduce -6.8% | 1,349 | $256K |
| Oliver Luxxe Assets LLC | 0.04% | Reduce -14.1% | 1,336 | $253K |
| Hollencrest Capital Management | 0.01% | No change | 1,335 | $253K |
| CCG Wealth Management, LLC | 0.07% | Reduce -0.5% | 1,330 | $252K |
| Athena Investment Management | 0.13% | No change | 1,325 | $251K |
| McNamara Financial Services, Inc. | 0.05% | Reduce -1.9% | 1,325 | $251K |
| KLCM Advisors, Inc. | 0.02% | Reduce -1.4% | 1,320 | $250K |
| Prime Capital Investment Advisors, LLC | 0.00% | Add +5.5% | 1,308 | $248K |
| Capital Investment Advisors, LLC | 0.00% | Reduce -0.8% | 1,305 | $247K |
| Planned Solutions, Inc. | 0.08% | No change | 1,302 | $247K |
| Cypress Capital Group | 0.03% | No change | 1,296 | $246K |
| Wedmont Private Capital | 0.01% | Reduce -0.3% | 1,230 | $244K |
| Roof Eidam Maycock Peralta, LLC | 0.06% | No change | 1,283 | $243K |
| Keystone Wealth Services, LLC | 0.05% | Reduce -3.2% | 1,276 | $242K |
| Avidian Wealth Enterprises, LLC | 0.01% | New | 1,274 | $241K |
| Cannon Financial Strategists, Inc. | 0.03% | No change | 1,265 | $240K |
| S.A. Mason LLC | 0.09% | No change | 1,263 | $239K |
| Partners in Financial Planning | 0.04% | No change | 1,261 | $239K |
| Clark Asset Management, LLC | 0.02% | New | 1,258 | $238K |
| Sigma Investment Counselors Inc. | 0.01% | Reduce -6.8% | 1,257 | $238K |
| MLP3, LLC | 0.26% | Add +0.2% | 1,257 | $238K |
| Bayban | 0.21% | No change | 1,250 | $237K |
| Dakota Wealth Management | 0.01% | No change | 1,248 | $237K |
| 1834 Investment Advisors Co. | 0.03% | No change | 1,240 | $235K |
| Rockland Trust Co. | 0.01% | New | 1,240 | $235K |
| Anchor Investment Management, LLC | 0.02% | Add +0.1% | 1,237 | $235K |
| Professional Advisory Services Inc. | 0.03% | No change | 1,232 | $234K |
| Rainier Family Wealth Inc. | 0.16% | New | 1,229 | $233K |
| TCI Wealth Advisors, Inc. | 0.01% | New | 1,228 | $233K |
| GWN Securities Inc. | 0.04% | Add +4.5% | 1,195 | $227K |
| M.E. Allison & Co., Inc. | 0.15% | Add +0.3% | 1,195 | $227K |
| Foresight Capital Management Advisors, Inc. | 0.13% | No change | 1,190 | $226K |
| Sovran Advisors, LLC | 0.02% | Add +3.6% | 1,085 | $225K |
| CGN Advisors LLC | 0.02% | No change | 1,183 | $224K |
| Kirkwood Financial Services | 0.08% | New | 1,176 | $223K |
| Williams Jones Wealth Management, LLC. | 0.00% | New | 1,171 | $222K |
| Genesee Capital Advisors, LLC | 0.09% | No change | 1,170 | $222K |
| CENTRAL TRUST Co | 0.00% | No change | 1,167 | $221K |
| Blankinship & Foster, LLC | 0.05% | Add +0.1% | 1,151 | $218K |
| Palisade Asset Management, LLC | 0.02% | Reduce -3.0% | 1,148 | $218K |
| Orion Porfolio Solutions, LLC | 0.00% | Reduce -0.7% | 1,138 | $216K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 1,126 | $213K |
| Cove Private Wealth, LLC | 0.05% | No change | 1,111 | $211K |
| Fortis Capital Advisors, LLC | 0.03% | New | 1,104 | $209K |
| Fortitude Family Office, LLC | 0.05% | No change | 1,102 | $209K |
| McClarren Financial Advisors, Inc. | 0.12% | New | 1,101 | $209K |
| V2 Financial group LLC | 0.10% | New | 1,100 | $209K |
| Schnieders Capital Management, Llc. | 0.03% | New | 1,100 | $209K |
| HM Payson & Co. | 0.00% | No change | 1,100 | $209K |
| Lazard Asset Management LLC | 0.00% | No change | 1,100 | $209K |
| HUB Investment Partners, LLC | 0.01% | New | 1,095 | $208K |
| Victrix Investment Advisors | 0.08% | New | 1,094 | $207K |
| Schneider Downs Wealth Management Advisors, LP | 0.02% | New | 1,092 | $207K |
| Global View Capital Management LLC | 0.05% | New | 1,085 | $206K |
| Verum Partners LLC | 0.04% | Reduce -35.9% | 1,082 | $205K |
| William Howard & Co Financial Advisors Inc | 0.18% | Reduce -16.1% | 1,081 | $205K |
| Caprock Group, LLC | 0.00% | New | 1,065 | $202K |
| Cornerstone Planning Group LLC | 0.03% | Add +5.1% | 964 | $202K |
| Ballentine Partners, LLC | 0.00% | New | 1,061 | $201K |
| K2 Financial Inc. | 0.15% | New | 975 | $201K |
| Centaurus Financial, Inc. | 0.01% | No change | 1,060 | $201K |
| Castleark Management LLC | 0.01% | Reduce -17.8% | 1,060 | $201K |
| Rothschild Investment LLC | 0.01% | No change | 1,037 | $197K |
| International Assets Investment Management, LLC | 0.01% | No change | 1,029 | $196K |
| IPG Investment Advisors LLC | 0.03% | New | 981 | $186K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +343.6% | 976 | $185K |
| Copia Wealth Management | 0.13% | No change | 973 | $184K |
| Root Financial Partners, LLC | 0.01% | Add +225.1% | 972 | $184K |
| Wealth Enhancement Trust Services, Inc. | 0.02% | Reduce -2.1% | 967 | $183K |
| Westside Investment Management, Inc. | 0.03% | Add +2.7% | 965 | $183K |
| Clearstead Trust, LLC | 0.03% | No change | 946 | $179K |
| Rice Partnership, LLC | 0.02% | No change | 938 | $178K |
| Washington Trust Advisors, Inc. | 0.01% | No change | 925 | $175K |
| Sage Mountain Advisors LLC | 0.01% | No change | 925 | $175K |
| Walsh & Associates, LLC | 0.17% | No change | 894 | $169K |
| Addison Advisors LLC | 0.04% | No change | 880 | $167K |
| Cherry Tree Wealth Management, LLC | 0.03% | Reduce -19.3% | 842 | $160K |
| SouthState Bank Corp | 0.01% | Add +3.9% | 824 | $156K |
| Topsail Wealth Management, LLC | 0.02% | No change | 823 | $156K |
| Pinney & Scofield, Inc. | 0.08% | No change | 810 | $154K |
| Red Tortoise LLC | 0.06% | Add +0.3% | 791 | $150K |
| Vanguard Advisers Inc. | 0.00% | — | 791 | $150K |
| Motco | 0.01% | No change | 782 | $148K |
| Ameritas Investment Partners, Inc. | 0.00% | Add +160.7% | 782 | $148K |
| WealthShield Partners, LLC | 0.02% | No change | 772 | $146K |
| J.Safra Asset Management Corp | 0.01% | Add +0.3% | 762 | $144K |
| Grand Wealth Management, LLC | 0.07% | No change | 756 | $143K |
| Basepoint Wealth LLC | 0.08% | Add +0.3% | 755 | $143K |
| Thompson Investment Management, Inc. | 0.02% | No change | 754 | $143K |
| Certuity, LLC | 0.01% | Reduce -50.1% | 728 | $138K |
| Dorato Capital Management | 0.10% | No change | 656 | $130K |
| Angeles Wealth Management, LLC | 0.01% | Reduce -5.4% | 680 | $129K |
| LRI Investments, LLC | 0.01% | No change | 678 | $129K |
| Grove Bank & Trust | 0.01% | No change | 659 | $125K |
| Smallwood Wealth Investment Management, LLC | 0.07% | No change | 658 | $125K |
| JDM Financial Group LLC | 0.05% | No change | 655 | $124K |
| Navigoe, LLC | 0.07% | Add +0.1% | 658 | $124K |
| West Paces Advisors Inc. | 0.02% | No change | 650 | $123K |
| Sunbelt Securities, Inc. | 0.01% | Add +823.9% | 619 | $117K |
| EPG Wealth Management LLC | 0.03% | Add +0.3% | 612 | $116K |
| Brown, Lisle/Cummings, Inc. | 0.03% | No change | 605 | $115K |
| Adkins Seale Capital Management LLC | 0.11% | No change | 600 | $114K |
| Nvwm, LLC | 0.03% | No change | 600 | $114K |
| Coston, McIsaac & Partners | 0.03% | No change | 597 | $113K |
| Ares Financial Consulting, LLC | 0.09% | Add +0.3% | 577 | $110K |
| Creative Financial Designs Inc. | 0.01% | Reduce -11.1% | 559 | $106K |
| Beacon Investment Advisory Services, Inc. | 0.00% | New | 553 | $105K |
| Capital Investment Advisory Services, LLC | 0.01% | No change | 547 | $104K |
| CNB Bank | 0.04% | No change | 546 | $104K |
| Flagship Wealth Advisors, LLC | 0.04% | No change | 647 | $102K |
| CoreFirst Bank & Trust | 0.05% | No change | 525 | $100K |
| City State Bank | 0.03% | Reduce -44.3% | 523 | $99K |
| Manchester Capital Management LLC | 0.01% | No change | 523 | $99K |
| Belvedere Trading LLC | 0.01% | New | 519 | $98K |
| William Blair Investment Management, LLC | 0.00% | Reduce -86.9% | 502 | $95K |
| Stonehage Fleming Financial Services Holdings Ltd | 0.00% | No change | 489 | $93K |
| 3Chopt Investment Partners, LLC | 0.02% | No change | 485 | $92K |
| Balentine LLC | 0.00% | No change | 480 | $91K |
| Windsor Advisory Group, LLC | 0.08% | No change | 474 | $90K |
| Main Street Group, LTD | 0.03% | New | 468 | $89K |
| First United Bank & Trust | 0.03% | No change | 450 | $85K |
| Atwood & Palmer Inc. | 0.00% | No change | 439 | $83K |
| Caitlin John, LLC | 0.05% | No change | 437 | $83K |
| Strategic Wealth Partners, Ltd. | 0.01% | Reduce -0.2% | 426 | $81K |
| SHP Wealth Management | 0.01% | Add +3.2% | 418 | $79K |
| MilWealth Group LLC | 0.02% | No change | 417 | $79K |
| Frazier Financial Advisors, LLC | 0.04% | No change | 413 | $78K |
| Key Capital Management, INC | 0.05% | New | 410 | $78K |
| SOA Wealth Advisors, LLC. | 0.01% | Add +0.3% | 402 | $76K |
| Dara Capital Us, Inc. | 0.07% | No change | 400 | $76K |
| Seneschal Advisors, LLC | 0.06% | No change | 400 | $76K |
| HHM Wealth Advisors, LLC | 0.01% | New | 400 | $76K |
| Financial Perspectives, Inc | 0.02% | No change | 395 | $75K |
| Marquette Asset Management, LLC | 0.01% | Add +13.3% | 393 | $75K |
| Private Wealth Management Group, LLC | 0.02% | No change | 390 | $74K |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 0.06% | No change | 387 | $73K |
| Community Bank, N.A. | 0.01% | No change | 384 | $73K |
| Cedar Mountain Advisors, LLC | 0.01% | Add +17.9% | 369 | $70K |
| Crewe Advisors LLC | 0.01% | No change | 353 | $67K |
| BOK Financial Private Wealth, Inc. | 0.00% | Reduce -17.3% | 350 | $66K |
| Capital Advisors, Ltd. LLC | 0.01% | No change | 349 | $66K |
| Ballast Advisors LLC | 0.02% | No change | 338 | $64K |
| Roble, Belko & Company, Inc | 0.01% | No change | 340 | $64K |
| Bangor Savings Bank | 0.01% | No change | 337 | $64K |
| Pinnacle Bancorp, Inc. | 0.02% | No change | 312 | $59K |
| Hazlett, Burt & Watson, Inc. | 0.02% | No change | 313 | $59K |
| Trust Co. of Toledo NA | 0.01% | Reduce -14.2% | 309 | $59K |
| Investment Counsel Co. of Nevada | 0.13% | No change | 308 | $58K |
| Rossby Financial, LCC | 0.01% | Add +403.5% | 287 | $55K |
| Integrity Financial Corp | 0.03% | No change | 282 | $53K |
| EFG International AG | 0.00% | No change | 277 | $53K |
| Roxbury Financial LLC | 0.05% | No change | 275 | $52K |
| United Community Bank | 0.02% | No change | 273 | $52K |
| Redwood Park Advisors LLC | 0.04% | No change | 270 | $51K |
| S&T Bank | 0.02% | No change | 261 | $49K |
| TD Capital Management LLC | 0.00% | Reduce -32.5% | 247 | $47K |
| WPG Advisers, LLC | 0.03% | Reduce -0.8% | 237 | $45K |
| Golden State Wealth Management, LLC | 0.00% | Reduce -23.7% | 235 | $45K |
| Biltmore Family Office, LLC | 0.01% | No change | 233 | $44K |
| AlphaCore Capital LLC | 0.00% | Reduce -63.0% | 233 | $44K |
| Archer Investment Corp | 0.01% | No change | 231 | $44K |
| Mascoma Wealth Management LLC | 0.01% | Add +692.9% | 222 | $42K |
| Murphy & Mullick Capital Management Corp | 0.03% | No change | 216 | $41K |
| Signature Equity Partners, LLC | 0.02% | No change | 210 | $40K |
| Signaturefd, LLC | 0.00% | Reduce -50.0% | 209 | $40K |
| Pflug Koory, LLC | 0.02% | No change | 205 | $39K |
| CVA Family Office, LLC | 0.00% | No change | 204 | $39K |
| Insight Inv LLC | 0.02% | No change | 200 | $38K |
| Nalls Sherbakoff Group, LLC | 0.03% | No change | 191 | $36K |
| Toth Financial Advisory Corp. | 0.00% | New | 190 | $36K |
| First Command Advisory Services, Inc. | 0.00% | No change | 185 | $35K |
| Evensky & Katz LLC | 0.00% | Reduce -31.8% | 187 | $35K |
| Bogart Wealth, LLC | 0.00% | Add +219.3% | 182 | $35K |
| 2UniFi Bank | 0.02% | No change | 180 | $34K |
| Tompkins Financial Corp. | 0.00% | No change | 175 | $33K |
| Strive Financial Group ,LLC | 0.02% | No change | 173 | $33K |
| Salomon & Ludwin, LLC | 0.00% | Reduce -14.1% | 171 | $33K |
| Bear Mountain Capital, Inc. | 0.01% | No change | 157 | $33K |
| Birchbrook, Inc. | 0.02% | Reduce -10.1% | 170 | $32K |
| MCF Advisors LLC | 0.00% | No change | 163 | $31K |
| Barrett & Company, Inc. | 0.01% | No change | 159 | $30K |
| Perkins Coie Trust Co | 0.01% | No change | 155 | $29K |
| Hanson & Doremus Investment Management | 0.00% | No change | 151 | $29K |
| DT Investment Partners, LLC | 0.00% | No change | 150 | $28K |
| Investors Research Corp | 0.01% | Reduce -2.0% | 147 | $28K |
| Horizon Bancorp Inc. | 0.01% | No change | 145 | $27K |
| Glen Eagle Advisors, LLC | 0.00% | No change | 137 | $26K |
| Pacifica Partners Inc. | 0.01% | No change | 137 | $26K |
| Peoples Financial Services Corp. | 0.01% | New | 136 | $26K |
| Armor Investment Advisors, LLC | 0.01% | No change | 130 | $25K |
| DHJJ Financial Advisors, Ltd. | 0.01% | No change | 126 | $24K |
| Vista Investment Partners LLC | 0.01% | No change | 120 | $23K |
| Birchwood Financial Partners, Inc. | 0.02% | No change | 115 | $22K |
| Operose Advisors LLC | 0.00% | Reduce -29.6% | 107 | $20K |
| Basecamp Wealth Advisors LLC | 0.00% | New | 107 | $20K |
| Farmers & Merchants Trust Co of Chambersburg PA | 0.01% | Reduce -61.6% | 106 | $20K |
| Abound Wealth Management | 0.00% | No change | 103 | $19K |
| Keating Financial Advisory Services, Inc. | 0.00% | No change | 102 | $19K |
| Sittner & Nelson, LLC | 0.01% | No change | 101 | $19K |
| Beaird Harris Wealth Management, LLC | 0.00% | No change | 100 | $19K |
| Resources Management Corp. /CT/ | 0.00% | No change | 100 | $19K |
| Horizons Wealth Management | 0.01% | No change | 100 | $19K |
| American Capital Advisory, LLC | 0.01% | No change | 100 | $19K |
| Crews Bank & Trust | 0.00% | No change | 100 | $19K |
| Gen-Wealth Partners Inc | 0.01% | No change | 91 | $17K |
| Richardson Financial Services Inc. | 0.01% | Reduce -16.8% | 89 | $17K |
| CoreCap Advisors, LLC | 0.00% | Add +31.3% | 88 | $17K |
| Quent Capital, LLC | 0.00% | No change | 86 | $16K |
| WFA of San Diego, LLC | 0.01% | No change | 85 | $16K |
| Kings Path Partners LLC | 0.01% | No change | 85 | $16K |
| Turtle Creek Wealth Advisors, LLC | 0.00% | New | 85 | $16K |
| Provenance Wealth Advisors, LLC | 0.00% | No change | 81 | $15K |
| MH & Associates Securities Management Corp. | 0.01% | No change | 79 | $15K |
| Darwin Wealth Management, LLC | 0.00% | Add +1.3% | 79 | $15K |
| Morling Financial Advisors, LLC | 0.00% | No change | 78 | $15K |
| Godfrey Financial Associates, Inc. | 0.01% | Add +4.1% | 76 | $14K |
| Milestone Investment Advisors LLC | 0.00% | No change | 76 | $14K |
| Fairman Group, LLC | 0.01% | No change | 72 | $14K |
| Wolff Wiese Magana LLC | 0.01% | No change | 72 | $14K |
| Morton Brown Family Wealth, LLC | 0.00% | No change | 70 | $13K |
| Peachtree Investment Partners, LLC | 0.00% | No change | 68 | $13K |
| Financial Life Planners | 0.01% | New | 67 | $13K |
| Fourth Dimension Wealth, LLC | 0.00% | No change | 65 | $12K |
| Founders Financial Alliance, LLC | 0.00% | Add +5.0% | 63 | $12K |
| Valley Wealth Managers, Inc. | 0.00% | No change | 63 | $12K |
| Vision Retirement, LLC | 0.00% | No change | 62 | $12K |
| Mark Sheptoff Financial Planning, LLC | 0.01% | No change | 54 | $11K |
| Ameriflex Group, Inc. | 0.01% | No change | 58 | $11K |
| NWK Group, Inc. | 0.00% | No change | 57 | $11K |
| Salem Investment Counselors Inc. | 0.00% | New | 57 | $11K |
| NorthAvenue LLC | 0.01% | No change | 56 | $11K |
| Park Place Capital Corp | 0.00% | Reduce -40.9% | 55 | $10K |
| one8zero8, LLC | 0.00% | No change | 55 | $10K |
| Jackson, Grant Investment Advisers, Inc. | 0.00% | Add +55.9% | 53 | $10K |
| Clear Investment Research, LLC | 0.02% | New | 53 | $10K |
| Financial Consulate, Inc. | 0.00% | No change | 51 | $10K |
| Evelyn Partners Asset Management Ltd | 0.00% | No change | 50 | $9K |
| Transamerica Financial Advisors, LLC | 0.00% | New | 49 | $9K |
| McIlrath & Eck, LLC | 0.00% | No change | 47 | $9K |
| Richardson Capital Management LLC | 0.00% | No change | 45 | $9K |
| Comprehensive Financial Planning, Inc. | 0.01% | No change | 44 | $8K |
| Highline Wealth Partners LLC | 0.00% | No change | 44 | $8K |
| KERR FINANCIAL PLANNING Corp | 0.01% | No change | 39 | $8K |
| Atlantic Edge Private Wealth Management, LLC | 0.00% | No change | 42 | $8K |
| Twin Lakes Capital Management, LLC | 0.00% | No change | 40 | $8K |
| Dunhill Financial, LLC | 0.00% | Reduce -43.1% | 37 | $7K |
| Signature Resources Capital Management, LLC | 0.00% | No change | 37 | $7K |
| Fiduciary Advisors, Inc. | 0.01% | No change | 35 | $7K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | Reduce -93.5% | 35 | $7K |
| Robinswood Financial LLC | 0.00% | No change | 34 | $7K |
| Breakwater Investment Management | 0.00% | No change | 31 | $6K |
| Noble Wealth Management PBC | 0.00% | No change | 30 | $6K |
| Twin Peaks Wealth Advisors, LLC | 0.00% | New | 30 | $6K |
| Legacy Wealth Managment, LLC | 0.00% | Reduce -60.6% | 28 | $5K |
| Medallion Wealth Advisors, LLC | 0.00% | No change | 27 | $5K |
| Godsey & Gibb, Inc. | 0.00% | Reduce -35.7% | 27 | $5K |
| Burk Holdings LLC | 0.00% | New | 26 | $5K |
| Chilton Capital Management LLC | 0.00% | New | 24 | $5K |
| Hickory Point Bank & Trust | 0.00% | New | 22 | $4K |
| Longview Financial Advisors LLC | 0.00% | No change | 22 | $4K |
| Ascentis Independent Advisors | 0.00% | New | 21 | $4K |
| Hantz Financial Services, Inc. | 0.00% | No change | 19 | $4K |
| Destiny Wealth Partners, LLC | 0.00% | New | 21 | $4K |
| Bradley & Co. Private Wealth Management, LLC | 0.00% | No change | 19 | $4K |
| GGM Financial LLC | 0.00% | New | 19 | $4K |
| Curio Wealth, LLC | 0.00% | Reduce -98.6% | 17 | $3K |
| Millstone Evans Group, LLC | 0.00% | No change | 16 | $3K |
| Game Plan Financial Advisors, LLC | 0.00% | Reduce -40.0% | 15 | $3K |
| Van Den Berg Management I, Inc. | 0.00% | No change | 15 | $3K |
| Broadwater Capital Management LLC | 0.00% | No change | 15 | $3K |
| New Republic Capital, LLC | 0.00% | No change | 14 | $3K |
| Accent Capital Management, LLC | 0.00% | New | 13 | $2K |
| DecisionPoint Financial, LLC | 0.00% | Reduce -84.6% | 12 | $2K |
| VSM Wealth Advisory, LLC | 0.00% | New | 9 | $2K |
| Sound Income Strategies, LLC | 0.00% | No change | 8 | $2K |
| Three Bearings Fiduciary Advisors, Inc. | 0.00% | No change | 4 | $759 |
| Kilter Group LLC | 0.00% | No change | 4 | $759 |
| Bell Investment Advisors, Inc | 0.00% | No change | 4 | $759 |
| Nemes Rush Group LLC | 0.00% | No change | 4 | $758 |
| Activest Wealth Management | 0.00% | No change | 3 | $569 |
| SJS Investment Consulting Inc. | 0.00% | New | 3 | $569 |
| Quaker Wealth Management, LLC | 0.00% | No change | 1 | $190 |
| Tsfg, LLC | 0.00% | No change | 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.