iShares Russell 2000 GrowthIWOETF
13F holders, Q4 2024 (December 31)1,052holders +87
89new positions
51sold out
4famous investors
$287.88avg. 13F price*
At the end of Q4 2024, 1,052 institutions reported holding iShares Russell 2000 Growth (IWO) in their 13F filings, up 87 from Q3 2024. 89 opened new positions and 51 sold out. The largest holders were Bank of America Corp. ($1.0B), Morgan Stanley ($732.9M) and Barings LLC ($444.4M). 4 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management's portfolio), David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- iShares Russell 2000 Growth
- CUSIP
- 464287648
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 89 | $174.8M |
| Exits | 51 | $34.7M |
All 13F filers, Q3 2024 → Q4 2024: 3,204,981 shares bought and 1,433,985 shares sold, net +1,770,996 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,052 holders
| Bank of America Corp. | 0.10% | Add +3.8% | 3,630,750 | $1.0B |
| Morgan Stanley | 0.05% | Reduce -0.4% | 2,546,380 | $732.9M |
| Barings LLC | 10.68% | Add +3.5% | 1,544,050 | $444.4M |
| Tiaa Trust, National Association | 1.32% | Add +0.1% | 1,510,035 | $435.1M |
| Envestnet Asset Management Inc. | 0.10% | Reduce -1.2% | 1,104,237 | $317.8M |
| Cassaday & Co Wealth Management LLC | 7.00% | Add +1.6% | 891,217 | $256.5M |
| Wells Fargo & Company | 0.06% | Add +14.3% | 829,236 | $238.7M |
| CHURCHILL MANAGEMENT Corp | 2.29% | Add +1423.9% | 729,339 | $209.9M |
| FMR LLC | 0.01% | Add +134.5% | 664,816 | $191.3M |
| PNC Financial Services Group, Inc. | 0.13% | Add +0.9% | 661,839 | $190.5M |
| Goldman Sachs Group Inc. | 0.04% | Add +0.3% | 657,857 | $189.3M |
| JPMorgan Chase & Co. | 0.01% | Add +11.8% | 554,097 | $159.5M |
| Raymond James Financial Inc. | 0.06% | — | 553,656 | $159.4M |
| Cohen Klingenstein LLC | 5.43% | Reduce -0.7% | 551,830 | $158.8M |
| LPL Financial LLC | 0.06% | Add +9.5% | 535,490 | $154.1M |
| UBS Group AG | 0.03% | Add +9.4% | 503,878 | $145.0M |
| Commonwealth Equity Services, LLC | 0.21% | Reduce -1.6% | 498,369 | $143.4M |
| D.A. Davidson & Co. | 1.12% | Add +1.4% | 477,341 | $137.4M |
| Northern Trust Corp. | 0.02% | Add +6.1% | 469,737 | $135.2M |
| M&T Bank Corp | 0.41% | Reduce -2.0% | 420,058 | $120.9M |
| Royal Bank of Canada | 0.02% | Add +6.6% | 361,297 | $104.0M |
| Cetera Investment Advisers | 0.17% | Add +1.6% | 280,790 | $80.8M |
| US Bancorp \de | 0.10% | Reduce -42.1% | 276,986 | $79.7M |
| Manufacturers Life Insurance Company, The | 0.07% | New | 276,821 | $79.7M |
| Financial Engines Advisors L.L.C. | 0.16% | Reduce -8.2% | 267,607 | $77.0M |
| Alliancebernstein L.P. | 0.03% | Reduce -40.1% | 264,312 | $76.1M |
| Bank of New York Mellon Corp | 0.01% | Add +12.2% | 248,354 | $71.5M |
| Commerce Bank | 0.42% | Reduce -3.0% | 236,084 | $67.9M |
| Badgley Phelps Wealth Managers, LLC | 1.36% | Reduce -0.3% | 202,183 | $58.2M |
| BNP Paribas Financial Markets | 0.05% | Reduce -43.4% | 201,075 | $57.9M |
| Cresset Asset Management, LLC | 0.27% | Reduce -2.3% | 195,195 | $56.2M |
| Wealth Enhancement Advisory Services, LLC | 0.10% | Add +2.3% | 189,143 | $54.4M |
| Wellington Management Group LLP | 0.01% | Add +164.5% | 181,819 | $52.3M |
| Creative Planning | 0.05% | Reduce -2.9% | 174,802 | $50.3M |
| Brown Advisory Inc. | 0.06% | Add +15.5% | 169,718 | $48.8M |
| Sei Investments Co. | 0.06% | Reduce -7.2% | 162,546 | $46.8M |
| AE Wealth Management LLC | 0.39% | Add +20.5% | 158,382 | $45.6M |
| Pathstone Holdings, LLC | 0.20% | Reduce -1.2% | 156,375 | $45.0M |
| Keybank National Association | 0.17% | Reduce -0.7% | 151,621 | $43.6M |
| Truist Financial Corp. | 0.06% | Add +1.0% | 140,037 | $40.3M |
| Corient Private Wealth LP | 0.07% | Reduce -5.5% | 139,324 | $40.1M |
| Northwestern Mutual Wealth Management Co. | 0.03% | Add +1.8% | 134,228 | $38.6M |
| Ameriprise Financial Inc. | 0.01% | Add +18.7% | 127,723 | $36.8M |
| Focus Partners Wealth | 0.10% | Add +985.6% | 127,655 | $36.7M |
| Shepherd Financial Partners LLC | 4.34% | Add +0.1% | 126,103 | $36.3M |
| Orion Porfolio Solutions, LLC | 0.33% | Reduce -11.3% | 114,106 | $32.8M |
| Orion Portfolio Solutions, LLC | 0.33% | Reduce -11.3% | 114,106 | $32.8M |
| Choreo, LLC | 0.46% | Add +0.8% | 111,682 | $32.1M |
| Fort Washington Investment Advisors Inc. | 0.18% | No change | 105,434 | $30.3M |
| MAI Capital Management | 0.22% | Add +3.5% | 102,207 | $29.4M |
| Pacific Life Fund Advisors LLC | 3.02% | Reduce -33.5% | 101,144 | $29.1M |
| Stephens Inc. | 0.40% | Reduce -2.2% | 100,097 | $28.8M |
| Silvercrest Asset Management Group LLC | 0.18% | Reduce -5.1% | 92,620 | $26.7M |
| WoodTrust Financial Corp | 3.62% | Add +3.2% | 89,518 | $25.8M |
| Moneta Group Investment Advisors LLC | 0.35% | Reduce -2.2% | 87,114 | $25.1M |
| Hantz Financial Services, Inc. | 0.42% | Add +47.8% | 84,346 | $24.3M |
| Bank of Montreal | 0.01% | Add +0.2% | 82,099 | $23.6M |
| Comerica Bank | 0.10% | Add +4.6% | 81,927 | $23.6M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.05% | No change | 81,000 | $23.3M |
| Arax Advisory Partners | 1.47% | Add +3.1% | 80,887 | $23.3M |
| Waldron Private Wealth LLC | 0.91% | Reduce -2.0% | 78,475 | $22.6M |
| Stifel Financial Corp. | 0.02% | Add +3.7% | 74,754 | $21.5M |
| Fuller & Thaler Asset Management, Inc. | 0.08% | Add +389.7% | 72,244 | $20.8M |
| HighTower Advisors, LLC | 0.03% | Add +7.2% | 72,011 | $20.7M |
| MML Investors Services, LLC | 0.07% | Add +6.8% | 71,918 | $20.7M |
| Fiera Capital Corp | 0.06% | Add +824.0% | 69,712 | $20.1M |
| VAUGHAN & Co SECURITIES, INC. | 11.84% | Reduce -2.6% | 68,219 | $19.6M |
| Citigroup Inc. | 0.02% | Reduce -45.9% | 66,904 | $19.3M |
| Mariner, LLC | 0.03% | Add +6.8% | 65,553 | $18.9M |
| Cerity Partners LLC | 0.04% | Reduce -1.1% | 65,385 | $18.8M |
| Osaic Holdings, Inc. | 0.04% | Add +12.5% | 65,198 | $18.8M |
| Captrust Financial Advisors | 0.05% | Reduce -1.6% | 64,766 | $18.6M |
| Prudential Financial Inc. | 0.03% | Reduce -23.2% | 63,760 | $18.4M |
| Jones Financial Companies LLLP | 0.02% | Add +11.7% | 63,658 | $18.3M |
| AMG National Trust Bank | 0.49% | Reduce -3.9% | 62,171 | $17.9M |
| Rockefeller Capital Management L.P. | 0.05% | Add +3.7% | 61,917 | $17.8M |
| Geller Advisors LLC | 1.12% | Add +0.4% | 59,334 | $17.1M |
| Kestra Advisory Services, LLC | 0.09% | Reduce -4.5% | 57,342 | $16.5M |
| Covenant Partners, LLC | 4.79% | Reduce -5.2% | 54,032 | $15.6M |
| Steward Partners Investment Advisory, LLC | 0.13% | Add +46.8% | 52,766 | $15.2M |
| Fifth Third Bancorp | 0.05% | Reduce -1.8% | 52,079 | $15.0M |
| Confluence Wealth Services, Inc. | 0.95% | Add +13.1% | 48,438 | $14.7M |
| Geneva Capital Management LLC | 0.25% | Add +67.4% | 50,790 | $14.6M |
| Baird Financial Group, Inc. | 0.03% | Add +0.2% | 50,351 | $14.5M |
| Barclays PLC | 0.01% | Reduce -72.1% | 50,229 | $14.5M |
| Flaharty Asset Management, LLC | 2.09% | Reduce -3.5% | 49,815 | $14.3M |
| First Horizon Advisors, Inc. | 0.39% | Add +2.1% | 48,729 | $14.0M |
| Congress Asset Management Co. | 0.09% | Add +2269.8% | 46,994 | $13.5M |
| Powell Investment Advisors, LLC | 6.26% | Add +2.1% | 46,963 | $13.5M |
| Axiom Investors LLC | 0.10% | Reduce -6.4% | 46,800 | $13.5M |
| RTD Financial Advisors, Inc. | 1.68% | Reduce -1.0% | 45,419 | $13.1M |
| Two Sigma Investments, LP | 0.03% | Add +114.7% | 45,300 | $13.0M |
| LMG Wealth Partners, LLC | 2.82% | Reduce 0.0% | 44,928 | $12.9M |
| Courier Capital LLC | 0.89% | Add +0.2% | 44,728 | $12.9M |
| Wealthspire Advisors, LLC | 0.13% | Add +4.5% | 44,125 | $12.7M |
| CW Advisors, LLC | 0.17% | Add +134.3% | 43,083 | $12.4M |
| Venture Visionary Partners LLC | 0.53% | Add +4.6% | 43,041 | $12.4M |
| Synovus Financial Corp. | 0.16% | Reduce -0.4% | 42,777 | $12.3M |
| Droms Strauss Advisors Inc. /Mo/ | 4.00% | New | 42,563 | $12.3M |
| Susquehanna International Group, LLP | 0.02% | Add +143.6% | 42,150 | $12.1M |
| SMI Advisory Services, LLC | 2.68% | New | 40,841 | $11.6M |
| BlackRock, Inc. | 0.00% | Reduce -31.8% | 39,938 | $11.5M |
| NorthCoast Asset Management LLC | 0.06% | Add +3.4% | 39,725 | $11.4M |
| Thoma Capital Management LLC | 7.82% | — | 39,688 | $11.4M |
| Blair William & Co. | 0.03% | Reduce -1.8% | 38,271 | $11.0M |
| Westfield Capital Management Co. LP | 0.05% | New | 38,165 | $11.0M |
| Tobias Financial Advisors, Inc. | 2.19% | Add +2.3% | 37,768 | $10.9M |
| Hillcrest Wealth Advisors - NY, LLC | 5.16% | Reduce -0.9% | 37,705 | $10.9M |
| Whittier Trust Co. of Nevada Inc. | 0.27% | Add +2.5% | 37,705 | $10.9M |
| Macquarie Group Ltd. | 0.01% | Add +51.0% | 37,682 | $10.8M |
| Assetmark, Inc. | 0.03% | Add +10.3% | 36,144 | $10.4M |
| Erickson Financial Group, LLC | 7.21% | Reduce -0.0% | 35,201 | $10.1M |
| FSA Wealth Management LLC | 4.06% | Reduce -1.1% | 34,708 | $10.0M |
| William Blair Investment Management, LLC | 0.02% | Reduce -21.7% | 33,512 | $9.6M |
| Franklin Resources Inc. | 0.00% | Add +1.6% | 32,847 | $9.5M |
| HSBC Holdings PLC | 0.01% | Add +5.9% | 32,776 | $9.4M |
| NewEdge Advisors, LLC | 0.06% | Add +3.4% | 32,604 | $9.4M |
| Johnson Investment Counsel Inc. | 0.09% | Add +8.2% | 30,892 | $8.9M |
| Fortis Group Advisors, LLC | 1.61% | Reduce -2.3% | 30,074 | $8.7M |
| TimesSquare Capital Management, LLC | 0.13% | Reduce -35.5% | 30,000 | $8.6M |
| Mercer Global Advisors Inc. | 0.02% | Add +5.9% | 29,845 | $8.6M |
| Clark Capital Management Group, Inc. | 0.06% | Add +3.5% | 29,828 | $8.6M |
| NBW Capital LLC | 1.54% | Reduce -2.3% | 28,805 | $8.3M |
| Corundum Group, Inc. | 3.08% | Reduce -3.4% | 28,690 | $8.3M |
| Black Swift Group, LLC | 1.75% | Reduce -0.1% | 28,684 | $8.3M |
| One Capital Management, LLC | 0.27% | Reduce -7.4% | 28,395 | $8.2M |
| XML Financial, LLC | 0.75% | Add +39.2% | 28,232 | $8.1M |
| Quent Capital, LLC | 0.82% | Reduce -21.3% | 27,656 | $8.0M |
| Avidian Wealth Enterprises, LLC | 0.36% | Reduce -2.9% | 27,642 | $8.0M |
| Modera Wealth Management, LLC | 0.10% | Add +0.0% | 27,530 | $7.9M |
| Waverly Advisors, LLC | 0.12% | Add +113.5% | 26,673 | $7.7M |
| CIBC Private Wealth Group LLC | 0.01% | Reduce -4.2% | 26,277 | $7.7M |
| EP Wealth Advisors, LLC | 0.06% | Add +0.0% | 26,257 | $7.6M |
| LBJ Family Wealth Advisors, Ltd. | 4.43% | Reduce -1.3% | 25,840 | $7.4M |
| Oldfather Financial Services, LLC | 2.82% | Add +0.4% | 25,674 | $7.4M |
| Sequent Asset Management, LLC | 3.63% | No change | 25,631 | $7.4M |
| Carolinas Wealth Consulting LLC | 1.44% | Reduce -4.4% | 25,528 | $7.3M |
| Savant Capital, LLC | 0.06% | Reduce -3.2% | 25,000 | $7.2M |
| Glenmede Trust Co. NA | 0.04% | Add +6.3% | 24,907 | $7.2M |
| Kera Capital Partners, Inc. | 2.01% | — | 24,250 | $7.0M |
| Whittier Trust Co. | 0.09% | Add +0.6% | 24,216 | $7.0M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Add +10.1% | 23,783 | $6.8M |
| Bokf, NA | 0.12% | Reduce -1.2% | 24,025 | $6.8M |
| 360 Financial, Inc. | 2.47% | Add +1.3% | 23,769 | $6.8M |
| Mechanics Bank Trust Department | 0.91% | Reduce -2.5% | 23,698 | $6.8M |
| Avantax Advisory Services, Inc. | 0.04% | Add +62.6% | 23,589 | $6.8M |
| Sanctuary Advisors, LLC | 0.04% | Reduce -2.9% | 22,443 | $6.7M |
| Tritonpoint Wealth, LLC | 0.60% | Reduce -0.3% | 23,227 | $6.7M |
| Team Hewins, LLC | 2.59% | Reduce -0.5% | 23,003 | $6.6M |
| HB Wealth Management, LLC | 0.07% | Add +12.3% | 22,970 | $6.6M |
| Fiduciary Trust Co | 0.09% | Reduce -0.1% | 22,482 | $6.5M |
| Nicholas Investment Partners, LP | 0.63% | Add +7.3% | 22,291 | $6.4M |
| Kestra Private Wealth Services, LLC | 0.11% | Add +2.3% | 22,171 | $6.4M |
| LWM Advisors Inc. | 6.38% | — | 22,071 | $6.4M |
| Primoris Wealth Advisors, LLC | 4.78% | Add +288.0% | 21,784 | $6.3M |
| Ieq Capital, LLC | 0.06% | Add +269.9% | 21,341 | $6.1M |
| Foundations Investment Advisors, LLC | 0.12% | Add +1376.8% | 20,956 | $6.0M |
| Janney Montgomery Scott LLC | 0.02% | Reduce -2.6% | 20,836 | $6.0M |
| Summit Financial, LLC | 0.21% | Add +5.1% | 20,466 | $5.9M |
| Occidental Asset Management, LLC | 0.91% | Reduce -2.7% | 20,308 | $5.8M |
| Noble Family Wealth, LLC | 1.61% | No change | 20,254 | $5.8M |
| Redhawk Wealth Advisors, Inc. | 0.78% | New | 20,126 | $5.8M |
| Stephens Group Asset Management, LLC | 0.48% | Reduce -0.0% | 19,887 | $5.7M |
| Mma Asset Management LLC | 2.48% | Reduce -65.0% | 19,747 | $5.7M |
| Bishop & Co Investment Management, LLC | 2.17% | Reduce -0.2% | 19,723 | $5.7M |
| Harbor Investment Advisory, LLC | 0.52% | Reduce -1.1% | 19,274 | $5.5M |
| InvesTrust | 1.49% | — | 18,606 | $5.4M |
| Advisors Preferred, LLC | 0.86% | New | 18,531 | $5.4M |
| Bailard, Inc. | 0.14% | No change | 18,427 | $5.3M |
| Fred Alger Management, LLC | 0.03% | Add +6382.4% | 18,410 | $5.3M |
| Coldstream Capital Management Inc. | 0.11% | Add +3.9% | 18,131 | $5.2M |
| Rodgers & Associates, LTD | 0.62% | Reduce -0.4% | 17,939 | $5.2M |
| Farmers & Merchants Investments Inc. | 0.16% | No change | 17,481 | $5.0M |
| Avantax Planning Partners, Inc. | 0.18% | Add +12.2% | 17,121 | $4.9M |
| Corsair Capital Management, L.P. | 1.05% | Add +13.1% | 16,968 | $4.9M |
| Pinnacle Associates Ltd. | 0.07% | Add +1.0% | 16,895 | $4.9M |
| Natixis Advisors, LLC | 0.01% | Reduce -0.0% | 16,658 | $4.8M |
| Foundation Wealth Management, LLC | 3.72% | Reduce -4.7% | 16,660 | $4.8M |
| Cwm, LLC | 0.02% | Add +0.6% | 16,460 | $4.7M |
| Quadrant Capital Group LLC | 0.32% | No change | 16,321 | $4.7M |
| Cullen/Frost Bankers, Inc. | 0.06% | Reduce -0.4% | 16,231 | $4.7M |
| Oppenheimer & Co. Inc. | 0.07% | Add +3.3% | 15,907 | $4.6M |
| Idaho Trust Co | 2.27% | Reduce -22.0% | 15,657 | $4.5M |
| Thrivent Financial for Lutherans | 0.01% | Add +87.0% | 15,526 | $4.5M |
| Crescent Grove Advisors, LLC | 0.44% | Reduce -5.9% | 15,329 | $4.4M |
| Larson Financial Group LLC | 0.23% | Reduce -1.1% | 15,318 | $4.4M |
| Lowery Thomas, LLC | 2.86% | Reduce -0.6% | 15,219 | $4.4M |
| Tower Research Capital LLC (TRC) | 0.09% | New | 15,162 | $4.4M |
| Atria Wealth Solutions, Inc. | 0.05% | Add +23.8% | 15,068 | $4.3M |
| Equitable Holdings, Inc. | 0.04% | Add +3.8% | 14,901 | $4.3M |
| Carbahal Olsen Financial Services Group, LLC | 3.91% | — | 14,744 | $4.2M |
| Welch & Forbes LLC | 0.05% | Reduce -2.6% | 14,606 | $4.2M |
| Kayne Anderson Rudnick Investment Management LLC | 0.01% | Add +27.6% | 14,597 | $4.2M |
| DT Investment Partners, LLC | 0.35% | Reduce -12.6% | 14,485 | $4.2M |
| Finley Financial, LLC | 2.15% | — | 14,095 | $4.1M |
| Rice Hall James & Associates, LLC | 0.22% | Add +511.5% | 14,163 | $4.1M |
| Park Avenue Securities LLC | 0.04% | Add +30.4% | 13,998 | $4.0M |
| Stock Yards Bank & Trust Co. | 0.14% | Reduce -0.6% | 13,786 | $4.0M |
| Atria Investments, Inc | 0.05% | Add +386.3% | 13,732 | $4.0M |
| Mill Creek Capital Advisors, LLC | 0.09% | No change | 13,719 | $3.9M |
| Oppenheimer Asset Management Inc. | 0.05% | New | 13,564 | $3.9M |
| Stratos Wealth Partners, LTD. | 0.06% | Add +4.3% | 13,528 | $3.9M |
| Regions Financial Corp. | 0.03% | Add +0.3% | 13,511 | $3.9M |
| Connective Capital Management, LLC | 4.51% | No change | 13,453 | $3.9M |
| Great Valley Advisor Group, Inc. | 0.09% | Reduce -17.8% | 13,425 | $3.9M |
| First Commonwealth Financial Corp | 0.90% | Add +16.9% | 13,230 | $3.8M |
| Montecito Bank & Trust | 0.66% | No change | 13,182 | $3.8M |
| Financial Counselors Inc. | 0.05% | Add +2.3% | 13,067 | $3.8M |
| LGL Partners, LLC | 0.55% | Add +0.3% | 13,052 | $3.8M |
| Prospera Financial Services Inc | 0.09% | Add +22.4% | 13,035 | $3.8M |
| Parkside Financial Bank & Trust | 0.49% | Reduce -4.0% | 12,779 | $3.7M |
| Advisory Services Network, LLC | 0.07% | Add +11.3% | 12,766 | $3.7M |
| Simon Quick Advisors, LLC | 0.22% | Reduce -11.4% | 12,576 | $3.6M |
| Beacon Pointe Advisors, LLC | 0.04% | Add +14.9% | 12,500 | $3.6M |
| RPg Family Wealth Advisory, LLC | 1.26% | Reduce -3.5% | 12,339 | $3.6M |
| Bare Financial Services, Inc | 1.41% | Reduce -0.5% | 12,206 | $3.5M |
| MV Capital Management, Inc. | 0.37% | Reduce -0.6% | 11,910 | $3.4M |
| Tradition Wealth Management, LLC | 0.30% | Reduce -1.3% | 11,894 | $3.4M |
| Ariston Services Group | 2.95% | No change | 11,810 | $3.4M |
| 1834 Investment Advisors Co. | 0.42% | Reduce -0.0% | 11,658 | $3.4M |
| St. Louis Trust Co | 0.47% | No change | 11,467 | $3.3M |
| CFS Investment Advisory Services, LLC | 0.29% | Reduce -0.0% | 11,243 | $3.2M |
| Echo45 Advisors LLC | 2.12% | Add +4.6% | 10,954 | $3.2M |
| Wealthfront Advisers LLC | 0.01% | Add +4.1% | 11,188 | $3.2M |
| Golden State Wealth Management, LLC | 0.48% | — | 11,074 | $3.2M |
| SVB Wealth LLC | 0.06% | New | 11,072 | $3.2M |
| Riverbridge Partners LLC | 0.04% | Add +63.2% | 11,069 | $3.2M |
| Moody LYNN Lieberson & Walker, LLC | 0.19% | No change | 10,799 | $3.1M |
| AdvisorNet Financial, Inc | 0.26% | Add +5.7% | 10,798 | $3.1M |
| Carnegie Investment Counsel | 0.09% | Add +15.6% | 10,610 | $3.1M |
| Grey Fox Wealth Advisors, LLC | 0.84% | Reduce -1.4% | 10,592 | $3.0M |
| Atlas Brown,Inc. | 1.02% | Reduce -0.6% | 10,406 | $3.0M |
| Fifth Third Securities, Inc. | 0.25% | Add +4.5% | 10,244 | $2.9M |
| Tompkins Financial Corp. | 0.27% | No change | 10,203 | $2.9M |
| Stephen J. Garry & Associates, LLC | 2.69% | Reduce -19.6% | 10,123 | $2.9M |
| Stevens Capital Partners | 1.31% | Reduce -0.7% | 10,060 | $2.9M |
| Brighton Jones LLC | 0.08% | Reduce -3.5% | 9,937 | $2.9M |
| Independent Financial Group, LLC | 0.09% | Add +70.5% | 9,884 | $2.8M |
| Quantum Portfolio Management LLC | 1.51% | Reduce -0.3% | 9,794 | $2.8M |
| AQR Capital Management | 0.00% | Add +687.3% | 9,574 | $2.8M |
| Heck Capital Advisors, LLC | 0.31% | Add +266.1% | 9,526 | $2.7M |
| Vance Wealth, LLC | 1.05% | Reduce -3.4% | 9,460 | $2.7M |
| Vanguard Group Inc. | 0.00% | Add +6.3% | 9,369 | $2.7M |
| Foundation Wealth Management, LLC\PA | 1.28% | — | 9,185 | $2.6M |
| Legacy Edge Advisors, LLC | 0.42% | Reduce -5.3% | 9,161 | $2.6M |
| Flagship Private Wealth, LLC | 1.27% | Add +32.9% | 9,141 | $2.6M |
| Relyea Zuckerberg Hanson LLC | 0.34% | Add +6.2% | 8,886 | $2.6M |
| Rehmann Capital Advisory Group | 0.16% | Reduce -0.7% | 8,811 | $2.5M |
| Principal Financial Group Inc. | 0.00% | Reduce -11.1% | 8,800 | $2.5M |
| Sand Hill Global Advisors, LLC | 0.11% | Reduce -1.3% | 8,724 | $2.5M |
| FineMark National Bank & Trust | 0.09% | Add +2.0% | 8,714 | $2.5M |
| Midwest Professional Planners, LTD. | 0.75% | New | 8,677 | $2.5M |
| Investment Partners, LTD. | 1.03% | Add +2.7% | 8,676 | $2.5M |
| Bartlett & Co. Wealth Management LLC | 0.04% | Reduce -0.5% | 8,640 | $2.5M |
| Snowden Capital Advisors LLC | 0.08% | Add +1.8% | 8,470 | $2.4M |
| Whitegate Investment Counselors, Inc. | 0.83% | No change | 8,455 | $2.4M |
| Integrated Wealth Concepts LLC | 0.03% | Add +205.4% | 8,450 | $2.4M |
| Hilltop Holdings Inc. | 0.15% | Add +7.6% | 8,256 | $2.4M |
| Dorsey & Whitney Trust CO LLC | 0.13% | No change | 8,240 | $2.4M |
| Geneos Wealth Management Inc. | 0.08% | Reduce -0.5% | 8,213 | $2.4M |
| Clearstead Advisors, LLC | 0.04% | Add +2.9% | 8,127 | $2.3M |
| UNIVEST FINANCIAL Corp | 0.15% | Add +275.6% | 8,049 | $2.3M |
| Fifth Third Wealth Advisors LLC | 0.12% | Add +0.9% | 7,945 | $2.3M |
| Dakota Wealth Management | 0.05% | Add +31.0% | 7,899 | $2.3M |
| Lane & Associates LLC | 1.17% | Add +4.0% | 7,605 | $2.3M |
| Visionary Wealth Advisors | 0.13% | Reduce -1.3% | 7,723 | $2.2M |
| TAP Consulting, LLC | 0.44% | Add +21.2% | 7,540 | $2.2M |
| Blue Trust, Inc. | 0.03% | Add +9.6% | 7,536 | $2.2M |
| Widmann Financial Services, Inc. | 1.68% | Add +3.2% | 7,520 | $2.2M |
| Washington Trust Bank | 0.21% | No change | 7,499 | $2.2M |
| Chemung Canal Trust Co. | 0.44% | No change | 7,403 | $2.1M |
| Private Advisor Group, LLC | 0.01% | Reduce -17.1% | 7,401 | $2.1M |
| ORG Partners LLC | 0.29% | Add +11.0% | 7,374 | $2.1M |
| CreativeOne Wealth, LLC | 0.07% | Reduce -3.6% | 7,367 | $2.1M |
| Principal Securities, Inc. | 0.05% | Add +10.2% | 7,235 | $2.1M |
| McAdam, LLC | 0.11% | Add +0.4% | 7,148 | $2.1M |
| Lionshead Wealth Management, LLC | 1.49% | — | 7,141 | $2.1M |
| Sigma Planning Corp | 0.06% | Add +1.3% | 7,094 | $2.0M |
| Somerset Group LLC | 1.85% | No change | 7,040 | $2.0M |
| Neuberger Berman Group LLC | 0.00% | New | 6,973 | $2.0M |
| J.W. Cole Advisors, Inc. | 0.08% | Add +16.1% | 6,949 | $2.0M |
| Sonata Capital Group Inc. | 0.82% | Reduce -1.3% | 6,919 | $2.0M |
| Marshall Financial Group Inc. | 0.60% | Reduce -0.6% | 6,810 | $2.0M |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.02% | No change | 6,608 | $1.9M |
| Opal Wealth Advisors, LLC | 0.58% | Add +4.1% | 6,764 | $1.9M |
| jvl associates llc | 0.74% | No change | 6,750 | $1.9M |
| Steel Grove Capital Advisors, LLC | 0.27% | Reduce -23.3% | 6,637 | $1.9M |
| T. Rowe Price Associates Inc. | 0.00% | No change | 6,627 | $1.9M |
| JMG Financial Group, Ltd. | 0.06% | Add +0.5% | 6,603 | $1.9M |
| Cobblestone Capital Advisors LLC | 0.10% | No change | 6,437 | $1.9M |
| Cornerstone Wealth Advisors, Inc. | 0.51% | Reduce -4.5% | 6,427 | $1.8M |
| Wealthcare Advisory Partners LLC | 0.05% | Reduce -9.4% | 6,395 | $1.8M |
| Highland Capital Management, LLC | 0.10% | Reduce -0.2% | 6,347 | $1.8M |
| UMB Bank, n.a. | 0.03% | No change | 6,259 | $1.8M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Add +235.2% | 6,148 | $1.8M |
| Citizens Financial Group Inc. | 0.03% | Add +9.3% | 6,134 | $1.8M |
| Texas Yale Capital Corp. | 0.07% | No change | 6,078 | $1.7M |
| Independent Advisor Alliance | 0.02% | New | 6,071 | $1.7M |
| DF Dent & Co. Inc. | 0.02% | New | 6,067 | $1.7M |
| Luts & Greenleigh Group, Inc. | 1.72% | Add +1.0% | 6,046 | $1.7M |
| Legacy Bridge, LLC | 0.90% | Add +0.7% | 6,005 | $1.7M |
| Trust Point Inc. | 0.12% | Reduce -0.1% | 6,002 | $1.7M |
| Lido Advisors, LLC | 0.01% | Add +29.2% | 5,976 | $1.7M |
| Haverford Trust Co | 0.02% | No change | 5,971 | $1.7M |
| Lighthouse Financial LLC | 1.39% | — | 5,960 | $1.7M |
| Clayton Financial Group LLC | 0.62% | Reduce -10.2% | 5,938 | $1.7M |
| Quadrature Capital Ltd | 0.03% | New | 5,905 | $1.7M |
| McKinley Carter Wealth Services, Inc. | 0.10% | No change | 5,880 | $1.7M |
| Y-Intercept (Hong Kong) Ltd | 0.11% | Add +699.2% | 5,874 | $1.7M |
| Ironwood Financial, llc | 0.35% | Reduce -6.0% | 5,863 | $1.7M |
| World Investment Advisors | 0.05% | Add +455.6% | 5,850 | $1.7M |
| MWA Asset Management | 1.11% | Add +0.8% | 5,803 | $1.7M |
| Alaska Permanent Fund Corp | 0.02% | Reduce -93.1% | 5,737 | $1.7M |
| TD Private Client Wealth LLC | 0.05% | Reduce -5.3% | 5,718 | $1.6M |
| Wilmington Savings Fund Society, FSB | 0.03% | Add +4.8% | 5,628 | $1.6M |
| Schonfeld Strategic Advisors LLC | 0.01% | New | 5,517 | $1.6M |
| Connecticut Wealth Management, LLC | 0.08% | Reduce -0.9% | 5,505 | $1.6M |
| Eukles Asset Management | 0.67% | Reduce -3.3% | 5,448 | $1.6M |
| BTC Capital Management, Inc. | 0.14% | Reduce -0.3% | 5,433 | $1.6M |
| Nations Financial Group Inc, /Ia/ | 0.11% | Add +5.8% | 5,424 | $1.6M |
| Meridian Wealth Management, LLC | 0.07% | Add +2.2% | 5,416 | $1.6M |
| Shakespeare Wealth Management, LLC | 0.42% | Reduce -6.7% | 5,406 | $1.6M |
| Jackson, Grant Investment Advisers, Inc. | 0.59% | Add +1.8% | 5,370 | $1.5M |
| United Capital Financial Advisors, LLC | 0.01% | Reduce -10.9% | 5,366 | $1.5M |
| Chicago Capital, LLC | 0.04% | Add +9.7% | 5,353 | $1.5M |
| Eagle Strategies LLC | 0.26% | Add +0.3% | 5,269 | $1.5M |
| Mather Group, Llc. | 0.02% | Add +0.1% | 5,231 | $1.5M |
| Total Wealth Planning, LLC | 0.23% | Reduce -3.2% | 5,176 | $1.5M |
| Jasper Ridge Partners, L.P. | 0.05% | No change | 5,145 | $1.5M |
| Chatham Capital Group, Inc. | 0.24% | No change | 5,140 | $1.5M |
| Valeo Financial Advisors, LLC | 0.04% | Reduce -11.0% | 5,119 | $1.5M |
| Affinity Capital Advisors, LLC | 0.28% | No change | 4,993 | $1.5M |
| Bridge City Capital, LLC | 0.39% | Add +305.1% | 5,068 | $1.5M |
| Focus Partners Advisor Solutions, LLC | 0.02% | Add +198.5% | 5,018 | $1.4M |
| Vawter Financial, Ltd. | 0.85% | Reduce -1.4% | 4,916 | $1.4M |
| Mgo One Seven LLC | 0.05% | Add +14.3% | 4,900 | $1.4M |
| SilverOak Wealth Management LLC | 0.30% | Reduce -3.9% | 4,863 | $1.4M |
| Grey Ledge Advisors, LLC | 0.36% | Add +5.3% | 4,844 | $1.4M |
| Country Club Bank | 0.09% | Reduce -13.6% | 4,806 | $1.4M |
| Qube Research & Technologies Ltd | 0.00% | Add +5167.0% | 4,793 | $1.4M |
| Kennicott Capital Management LLC | 0.70% | Add +0.0% | 4,704 | $1.4M |
| Park Place Capital Corp | 0.38% | Add +6.9% | 4,655 | $1.3M |
| Boston Family Office LLC | 0.09% | Add +0.7% | 4,601 | $1.3M |
| First Foundation Advisors | 0.05% | Add +0.6% | 4,576 | $1.3M |
| Naviter Wealth, LLC | 0.16% | New | 4,560 | $1.3M |
| Tranquility Partners, LLC | 0.49% | Reduce -0.9% | 4,487 | $1.3M |
| Bleakley Financial Group, LLC | 0.04% | Reduce -2.4% | 4,528 | $1.3M |
| NBT Bank, N.A. | 0.09% | Reduce -2.2% | 4,502 | $1.3M |
| Carlson Capital Management | 0.06% | No change | 4,501 | $1.3M |
| American State Bank (Iowa) | 0.78% | Reduce -1.2% | 4,496 | $1.3M |
| Triumph Capital Management | 0.44% | Reduce -1.4% | 4,455 | $1.3M |
| EverSource Wealth Advisors, LLC | 0.07% | Add +0.6% | 4,450 | $1.3M |
| Brady Martz Wealth Solutions, LLC | 0.31% | — | 4,452 | $1.3M |
| Renasant Bank | 0.83% | Add +7.3% | 4,425 | $1.3M |
| Appleton Partners Inc. | 0.09% | No change | 4,421 | $1.3M |
| Aft, Forsyth & Company, Inc. | 0.62% | No change | 4,407 | $1.3M |
| Capital Group Private Client Services, Inc. | 0.01% | Add +0.2% | 4,392 | $1.3M |
| Robertson Stephens Wealth Management, LLC | 0.04% | Add +2.0% | 4,260 | $1.2M |
| Lindbrook Capital, LLC | 0.11% | No change | 4,224 | $1.2M |
| &partners | 0.01% | Add +57.6% | 4,161 | $1.2M |
| Clear Creek Financial Management, LLC | 0.13% | Add +10.3% | 4,207 | $1.2M |
| Ameritas Advisory Services, LLC | 0.04% | Add +196.1% | 4,181 | $1.2M |
| B. Riley Wealth Advisors, Inc. | 0.04% | Add +2.6% | 4,173 | $1.2M |
| Oak Ridge Investments LLC | 0.09% | New | 4,170 | $1.2M |
| American Trust | 0.09% | New | 4,127 | $1.2M |
| Veery Capital, LLC | 0.45% | Add +2.0% | 4,093 | $1.2M |
| Integrated Advisors Network LLC | 0.06% | Reduce -8.6% | 4,064 | $1.2M |
| Stonebridge Financial Planning Group, LLC | 0.52% | Add +27.6% | 4,018 | $1.2M |
| Zions Bancorporation, N.A. | 0.07% | Add +40.3% | 3,988 | $1.1M |
| SGL Investment Advisors, Inc. | 0.59% | Add +3.3% | 3,913 | $1.1M |
| StoneX Group Inc. | 0.06% | Add +0.3% | 3,960 | $1.1M |
| Allworth Financial LP | 0.01% | Add +5.8% | 3,766 | $1.1M |
| Frederick Financial Consultants, LLC | 0.90% | — | 3,917 | $1.1M |
| Freestone Capital Holdings, LLC | 0.04% | Add +1.9% | 3,910 | $1.1M |
| Bragg Financial Advisors, Inc | 0.05% | Reduce -2.0% | 3,887 | $1.1M |
| Kingsview Wealth Management, LLC | 0.02% | Reduce -12.9% | 3,866 | $1.1M |
| Townsend Asset Management Corp. /NC/ | 0.40% | Add +0.4% | 3,848 | $1.1M |
| Murphy, Middleton, Hinkle & Parker, Inc. | 0.63% | Add +51.9% | 3,847 | $1.1M |
| Wesbanco Bank Inc. | 0.04% | Add +5.4% | 3,840 | $1.1M |
| Ami Asset Management Corp. | 0.06% | Reduce -53.9% | 3,827 | $1.1M |
| Equitable Trust Co. | 0.06% | New | 3,816 | $1.1M |
| OneDigital Investment Advisors LLC | 0.01% | Reduce -1.6% | 3,812 | $1.1M |
| Intrepid Financial Planning Group LLC | 0.46% | Reduce -3.5% | 3,808 | $1.1M |
| Insight 2811, Inc. | 0.56% | Reduce -3.2% | 3,805 | $1.1M |
| True North Advisors, LLC | 0.26% | No change | 3,802 | $1.1M |
| Townsquare Capital LLC | 0.01% | Reduce -1.3% | 3,782 | $1.1M |
| Guidance Point Advisors, LLC | 0.31% | Add +1.1% | 3,744 | $1.1M |
| Cornerstone Wealth Management, LLC | 0.07% | Add +21.5% | 3,729 | $1.1M |
| Centaurus Financial, Inc. | 0.07% | Add +10.1% | 3,711 | $1.1M |
| Quantinno Capital Management LP | 0.01% | Add +391.9% | 3,684 | $1.1M |
| Essential Planning, LLC. | 0.01% | New | 3,580 | $1.1M |
| Diversified Trust Co. | 0.03% | No change | 3,667 | $1.1M |
| Eastern Bank | 0.02% | No change | 3,644 | $1.0M |
| Graypoint LLC | 0.06% | No change | 3,639 | $1.0M |
| Betterment LLC | 0.00% | Reduce -4.0% | 3,629 | $1.0M |
| Apollon Wealth Management, LLC | 0.02% | Add +24.4% | 3,581 | $1.0M |
| Granahan Investment Management, LLC | 0.04% | New | 3,576 | $1.0M |
| Glass Jacobson Investment Advisors llc | 0.34% | Reduce -4.2% | 3,574 | $1.0M |
| Financial Sense Advisors, Inc. | 0.34% | New | 3,555 | $1.0M |
| D. E. Shaw & Co. | 0.00% | Reduce -80.7% | 3,496 | $1.0M |
| DHJJ Financial Advisors, Ltd. | 0.39% | No change | 3,489 | $1.0M |
| Aspiriant, LLC | 0.04% | Add +0.4% | 3,486 | $1.0M |
| Fidelis Capital Partners, LLC | 0.10% | Add +82.1% | 3,389 | $996K |
| WCM Investment Management, LLC | 0.00% | New | 3,446 | $994K |
| Columbia Advisory Partners LLC | 0.92% | Reduce -76.9% | 3,423 | $985K |
| Riversedge Advisors, LLC | 0.22% | Add +0.3% | 3,400 | $979K |
| Keudell/Morrison Wealth Management | 0.26% | No change | 3,399 | $978K |
| Brookstone Capital Management | 0.01% | Add +29.9% | 3,397 | $978K |
| Ironwood Investment Counsel, LLC | 0.17% | Add +2.4% | 3,381 | $973K |
| Disciplined Investments, LLC | 0.48% | Reduce -0.9% | 3,379 | $973K |
| Cadence Bank | 0.07% | Reduce -0.6% | 3,374 | $971K |
| GW&K Investment Management, LLC | 0.01% | Add +484.3% | 3,354 | $965K |
| Crestwood Advisors Group, LLC | 0.02% | Reduce -1.5% | 3,341 | $962K |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +14.4% | 3,340 | $961K |
| Allspring Global Investments Holdings, LLC | 0.00% | No change | 3,328 | $958K |
| Pointe Capital Management LLC | 0.55% | Add +3.1% | 3,323 | $956K |
| Prosperity Planning, Inc. | 0.43% | Reduce -5.9% | 3,291 | $947K |
| Hoxton Planning & Management, LLC | 0.36% | Reduce -1.4% | 3,282 | $945K |
| F/m Investments LLC | 0.03% | New | 3,254 | $937K |
| HBK Sorce Advisory LLC | 0.03% | Add +9.4% | 3,237 | $932K |
| Canandaigua National Bank & Trust Co. | 0.09% | No change | 3,217 | $926K |
| Perigon Wealth Management, LLC | 0.02% | Add +1.3% | 3,132 | $919K |
| Wealth Alliance, LLC | 0.11% | New | 3,189 | $918K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +119.3% | 3,180 | $915K |
| Merit Financial Group, LLC | 0.02% | Add +169.2% | 3,179 | $915K |
| Acima Private Wealth, LLC | 0.31% | No change | 3,170 | $912K |
| NewEdge Wealth, LLC | 0.02% | Add +84.4% | 3,168 | $912K |
| First National Bank Sioux Falls | 0.39% | No change | 3,159 | $909K |
| Ground Swell Capital, LLC | 1.98% | New | 3,155 | $908K |
| Glenview Trust Co | 0.02% | Reduce -3.4% | 3,150 | $907K |
| Verus Capital Partners, LLC | 0.09% | Reduce -5.1% | 3,141 | $904K |
| First Business Financial Services, Inc. | 0.09% | No change | 3,132 | $901K |
| Spire Wealth Management | 0.03% | Add +184.7% | 3,103 | $893K |
| Fiducient Advisors LLC | 0.11% | Add +1.1% | 3,095 | $891K |
| Quadcap Wealth Management, LLC | 0.13% | Add +22.7% | 3,034 | $873K |
| Wescott Financial Advisory Group, LLC | 0.09% | Add +11.9% | 3,033 | $873K |
| Davidson Trust Co. | 0.45% | Reduce -3.1% | 3,027 | $871K |
| Garde Capital, Inc. | 0.06% | Reduce -1.3% | 3,006 | $865K |
| Alesco Advisors, LLC, An ESL Co | 0.03% | No change | 3,000 | $863K |
| GFS Advisors, LLC | 0.13% | No change | 3,000 | $863K |
| David Wealth Management LLC | 0.71% | — | 2,979 | $857K |
| Elevated Capital Advisors, LLC | 0.23% | Add +47.2% | 2,964 | $853K |
| FAS Wealth Partners, Inc. | 0.07% | Reduce -1.1% | 2,959 | $852K |
| Focus Financial Network, Inc. | 0.03% | Reduce -2.0% | 2,950 | $849K |
| Allegheny Financial Group | 0.21% | Add +0.1% | 2,890 | $832K |
| CI Investments Inc. | 0.00% | No change | 2,886 | $831K |
| West Coast Financial LLC | 0.09% | No change | 2,886 | $831K |
| Inspirion Wealth Advisors, LLC | 0.12% | No change | 2,815 | $825K |
| Hollencrest Capital Management | 0.03% | No change | 2,861 | $823K |
| Platform Technology Partners | 0.25% | Add +44.0% | 2,849 | $820K |
| Sagespring Wealth Partners, LLC | 0.02% | — | 2,824 | $813K |
| Intergy Private Wealth, LLC | 0.30% | Add +0.1% | 2,822 | $812K |
| Bell Bank | 0.06% | Reduce -9.3% | 2,819 | $811K |
| Laird Norton Wetherby Wealth Management, LLC | 0.04% | No change | 2,794 | $804K |
| Legacy Trust | 0.19% | Add +6.3% | 2,793 | $804K |
| JFS Wealth Advisors, LLC | 0.05% | Reduce -0.0% | 2,780 | $800K |
| Procyon Advisors, LLC | 0.05% | New | 2,771 | $798K |
| Schorn Wealth LLC | 0.26% | New | 2,765 | $796K |
| Mesirow Financial Investment Management, Inc. | 0.02% | Add +6.2% | 2,761 | $795K |
| Pettyjohn, Wood & White, Inc. | 0.15% | No change | 2,760 | $794K |
| Capital Analysts, LLC | 0.03% | Add +0.3% | 2,749 | $791K |
| Bedel Financial Consulting, Inc. | 0.11% | Add +2.2% | 2,595 | $782K |
| Heritage Investors Management Corp. | 0.03% | Add +36.5% | 2,706 | $779K |
| Performance Wealth Partners, LLC | 0.02% | Reduce -0.1% | 2,696 | $776K |
| Schechter Investment Advisors, LLC | 0.06% | Add +266.4% | 2,664 | $767K |
| Grayhawk Investment Strategies Inc. | 1.45% | No change | 2,644 | $761K |
| Accredited Investors Inc. | 0.04% | No change | 2,616 | $753K |
| Stratos Investment Management, LLC | 0.05% | New | 2,615 | $753K |
| Copia Wealth Management | 0.71% | — | 2,596 | $747K |
| Pacific Point Advisors, LLC | 0.45% | — | 2,500 | $744K |
| Gables Capital Management Inc. | 0.36% | No change | 2,575 | $741K |
| HM Payson & Co. | 0.01% | Add +13.2% | 2,566 | $739K |
| Stordahl Capital Management, Inc. | 0.17% | Reduce -3.0% | 2,564 | $738K |
| Palisades Hudson Asset Management, L.P. | 0.31% | Add +0.4% | 2,560 | $737K |
| Navis Wealth Advisors, LLC | 0.80% | No change | 2,535 | $730K |
| SkyOak Wealth, LLC | 0.15% | Reduce -5.0% | 2,513 | $723K |
| Pinnacle Financial Partners Inc | 0.01% | Add +3.4% | 2,525 | $723K |
| FC Advisory LLC | 0.24% | Reduce -0.1% | 2,489 | $716K |
| Archvest Wealth Advisors, Inc. | 0.52% | Add +1.0% | 2,483 | $715K |
| Peapack Gladstone Financial Corp. | 0.01% | Reduce -2.6% | 2,482 | $714K |
| Garrison Point Advisors, LLC | 0.34% | Reduce -0.6% | 2,477 | $713K |
| LS Investment Advisors, LLC | 0.10% | No change | 2,475 | $712K |
| GHP Investment Advisors, Inc. | 0.03% | Reduce -4.2% | 2,472 | $712K |
| Cahaba Wealth Management, Inc. | 0.06% | Reduce -3.5% | 2,467 | $710K |
| Linscomb Wealth, Inc. | 0.04% | No change | 2,454 | $706K |
| Ashton Thomas Private Wealth, LLC | 0.03% | Add +10.9% | 2,444 | $703K |
| Csenge Advisory Group | 0.04% | Add +110.4% | 2,439 | $702K |
| Bensler, LLC | 0.08% | Add +4.4% | 2,435 | $701K |
| NorthRock Partners, LLC | 0.02% | Reduce -3.5% | 2,433 | $700K |
| Integrity Wealth Solutions LLC | 0.39% | Reduce -2.7% | 2,418 | $696K |
| Consilium Wealth Advisory, LLC | 0.33% | No change | 2,416 | $695K |
| Newton One Investments LLC | 0.27% | Add +1.7% | 2,415 | $695K |
| National Philanthropic Trust | 0.01% | No change | 2,406 | $692K |
| ARK & TLK Investments, LLC | 0.24% | No change | 2,397 | $690K |
| Elgethun Capital Management | 0.17% | No change | 2,375 | $684K |
| Sound View Wealth Advisors Group, LLC | 0.06% | Reduce -15.2% | 2,374 | $683K |
| Private Portfolio Partners LLC | 0.12% | Add +0.0% | 2,347 | $675K |
| Lake Street Private Wealth, LLC | 0.11% | Reduce -37.4% | 2,336 | $672K |
| Harbour Investments, Inc. | 0.02% | Reduce -0.6% | 2,336 | $672K |
| Premier Path Wealth Partners, LLC | 0.10% | Reduce -0.0% | 2,326 | $669K |
| Brown Wealth Management, LLC | 0.24% | Reduce -2.8% | 2,323 | $669K |
| Bradley Foster & Sargent Inc. | 0.01% | No change | 2,304 | $663K |
| Ausdal Financial Partners, Inc. | 0.06% | Add +3.0% | 2,304 | $663K |
| Summit Creek Advisors LLC | 0.09% | New | 2,303 | $663K |
| Sepio Capital, LP | 0.05% | No change | 2,287 | $658K |
| Fulton Bank, N.A. | 0.03% | Reduce -5.0% | 2,281 | $657K |
| Sequoia Financial Advisors, LLC | 0.01% | Add +40.6% | 2,279 | $656K |
| Chevy Chase Trust Holdings, LLC | 0.00% | Reduce -20.2% | 2,271 | $654K |
| First Bancorp, Inc | 0.45% | No change | 2,260 | $650K |
| Mission Wealth Management, LP | 0.02% | Add +6.9% | 2,219 | $639K |
| Pier 88 Investment Partners LLC | 0.78% | No change | 2,200 | $633K |
| Transatlantique Private Wealth LLC | 0.24% | No change | 2,200 | $633K |
| Sterling Capital Management LLC | 0.01% | Add +12.4% | 2,182 | $628K |
| Belpointe Asset Management LLC | 0.04% | No change | 2,211 | $621K |
| Chartist Inc. | 0.32% | Reduce -1.8% | 2,131 | $613K |
| Nicolet Advisory Services, LLC | 0.06% | New | 2,149 | $612K |
| Dravo Bay LLC | 0.29% | Reduce -9.3% | 2,113 | $608K |
| NTV Asset Management LLC | 0.08% | No change | 2,092 | $602K |
| Lindenwold Advisors, INC | 0.32% | New | 2,080 | $599K |
| Advisor OS, LLC | 0.07% | Add +3.1% | 2,047 | $589K |
| Arkadios Wealth Advisors | 0.03% | Reduce -8.2% | 2,040 | $587K |
| Transform Wealth, LLC | 0.03% | Add +1.9% | 2,039 | $587K |
| Schneider Downs Wealth Management Advisors, LP | 0.11% | No change | 2,037 | $586K |
| Plancorp, LLC | 0.02% | Add +3.9% | 2,033 | $585K |
| First Citizens Bank & Trust Co. | 0.01% | Reduce -0.3% | 2,005 | $577K |
| WealthPLAN Partners, LLC | 0.08% | No change | 2,003 | $577K |
| St Germain D J Co. Inc. | 0.03% | Add +7.6% | 1,984 | $571K |
| SOA Wealth Advisors, LLC. | 0.10% | Reduce -2.1% | 1,981 | $570K |
| Armstrong, Fleming & Moore, Inc | 0.34% | No change | 1,969 | $567K |
| Financial Advocates Investment Management | 0.03% | Reduce -2.2% | 1,958 | $564K |
| Morris Financial Concepts, Inc. | 0.24% | No change | 1,957 | $563K |
| Nvest Financial, LLC | 0.28% | Add +32.5% | 1,936 | $557K |
| Evercore Wealth Management, LLC | 0.01% | No change | 1,932 | $556K |
| FSM Wealth Advisors, LLC | 0.14% | Add +20.8% | 1,895 | $556K |
| Clearbridge Investments, LLC | 0.00% | Reduce -96.6% | 1,924 | $554K |
| Palisade Asset Management, LLC | 0.06% | No change | 1,922 | $553K |
| Seelaus Asset Management LLC | 0.51% | Add +1.6% | 1,920 | $553K |
| Prime Capital Investment Advisors, LLC | 0.01% | Reduce -0.1% | 1,918 | $552K |
| Strive Asset Management, LLC | 0.41% | — | 1,916 | $551K |
| Gries Financial LLC | 0.10% | Add +0.1% | 1,916 | $551K |
| MJP Associates Inc. | 0.10% | Add +3.3% | 1,910 | $550K |
| Parkshore Wealth Management, Inc. | 0.32% | — | 1,872 | $539K |
| Mason Investment Advisory Services, Inc. | 0.03% | Add +0.4% | 1,849 | $532K |
| Genesee Capital Advisors, LLC | 0.25% | No change | 1,840 | $530K |
| Bearing Point Capital, LLC | 0.11% | — | 1,836 | $528K |
| Colonial Trust Co / SC | 0.08% | No change | 1,836 | $528K |
| Anderson Hoagland & Co. | 0.05% | Add +15.1% | 1,790 | $527K |
| Sunbeam Capital Management, LLC | 0.48% | — | 1,813 | $522K |
| Legal & General Group Plc | 0.00% | Reduce -47.4% | 1,810 | $521K |
| KDK Private Wealth Management, LLC | 0.54% | — | 1,795 | $517K |
| Verdence Capital Advisors LLC | 0.04% | No change | 1,795 | $517K |
| SK Wealth Management, LLC | 0.26% | No change | 1,787 | $514K |
| Annex Advisory Services, LLC | 0.02% | New | 1,763 | $507K |
| Stark Wealth Management LLC | 0.37% | — | 1,762 | $507K |
| Summit Wealth Partners, LLC | 0.10% | Reduce -1.9% | 1,762 | $507K |
| Old Mission Capital LLC | 0.01% | Reduce -29.4% | 1,756 | $505K |
| Arete Wealth Advisors, LLC | 0.04% | Add +18.6% | 1,754 | $505K |
| Rialto Wealth Management, LLC | 0.17% | — | 1,751 | $504K |
| Trifecta Capital Advisors, LLC | 0.10% | No change | 1,737 | $500K |
| GLOBALT Investments LLC / GA | 0.02% | No change | 1,735 | $499K |
| L.M. Kohn & Company | 0.13% | New | 1,733 | $499K |
| Allen Investment Management, LLC | 0.01% | No change | 1,720 | $495K |
| Cascade Wealth Advisors, Inc | 0.33% | Reduce -9.5% | 1,718 | $494K |
| Aptus Capital Advisors, LLC | 0.01% | Add +8.1% | 1,718 | $494K |
| Northstar Financial Companies, Inc. | 0.46% | — | 1,699 | $489K |
| Athena Investment Management | 0.28% | No change | 1,694 | $488K |
| Castle Wealth Management LLC | 0.19% | No change | 1,692 | $487K |
| Cranbrook Wealth Management, LLC | 0.11% | Reduce -0.4% | 1,688 | $486K |
| Jupiter Wealth Management LLC | 0.24% | No change | 1,683 | $484K |
| Investmark Advisory Group LLC | 0.24% | No change | 1,682 | $484K |
| Dentgroup LLC | 0.37% | Reduce -0.7% | 1,666 | $480K |
| Joel Isaacson & Co., LLC | 0.02% | No change | 1,666 | $480K |
| High Falls Advisors, Inc | 0.11% | Add +3.8% | 1,665 | $479K |
| Chapin Davis, Inc. | 0.16% | No change | 1,685 | $479K |
| Concourse Financial Group Securities, Inc. | 0.03% | Add +1.1% | 1,579 | $475K |
| IHT Wealth Management, LLC | 0.02% | Reduce -6.0% | 1,648 | $474K |
| Baker Avenue Asset Management, LP | 0.01% | No change | 1,629 | $469K |
| Armor Investment Advisors, LLC | 0.19% | No change | 1,618 | $466K |
| Exencial Wealth Advisors, LLC | 0.02% | Reduce -27.6% | 1,601 | $461K |
| Oberweis Asset Management Inc./ | 0.02% | New | 1,600 | $461K |
| Fiduciary Alliance LLC | 0.05% | Add +3.4% | 1,594 | $459K |
| Financial Partners Group, Inc | 0.07% | Add +22.3% | 1,566 | $451K |
| Warner Financial, Inc. | 0.19% | No change | 1,557 | $448K |
| McGuire Investment Group, LLC | 0.06% | Add +5.7% | 1,555 | $448K |
| Diversified Portfolios, Inc. | 0.05% | No change | 1,555 | $448K |
| Montag A & Associates Inc. | 0.02% | No change | 1,554 | $447K |
| Strategies Wealth Advisors, LLC | 0.06% | Add +0.3% | 1,501 | $447K |
| Bangor Savings Bank | 0.04% | Reduce -2.2% | 1,552 | $447K |
| Wolverine Trading, LLC | 0.01% | Add +80.5% | 1,549 | $447K |
| Clear Investment Research, LLC | 0.57% | Reduce -1.2% | 1,549 | $446K |
| Stegner Investment Associates Inc. | 0.29% | Reduce -4.2% | 1,549 | $446K |
| Avaii Wealth Management, LLC | 0.22% | Reduce -1.8% | 1,542 | $444K |
| Sandy Spring Bank | 0.02% | No change | 1,535 | $442K |
| Parallel Advisors, LLC | 0.01% | Add +3.9% | 1,532 | $441K |
| Trek Financial, LLC | 0.03% | New | 1,523 | $438K |
| Gallagher Fiduciary Advisors, LLC | 0.09% | Reduce -3.1% | 1,523 | $438K |
| KKM Financial LLC | 0.18% | New | 1,471 | $438K |
| Diversify Wealth Management, LLC | 0.03% | New | 1,536 | $437K |
| Fayez Sarofim & Co | 0.00% | Add +65.7% | 1,514 | $436K |
| Gladstone Institutional Advisory LLC | 0.02% | Add +6.0% | 1,502 | $432K |
| Tassel Capital Management, Inc. | 0.38% | — | 1,499 | $431K |
| Clare Market Investments LLC | 0.10% | Reduce -8.9% | 1,489 | $428K |
| Sage Capital Management, LLC | 0.22% | Reduce -16.6% | 1,487 | $428K |
| Oxford Financial Group, LTD. LLC | 0.03% | Reduce -5.1% | 1,485 | $427K |
| MIdWestOne Financial Group, Inc. | 0.06% | No change | 1,479 | $426K |
| RKL Wealth Management LLC | 0.04% | New | 1,477 | $425K |
| Nwam LLC | 0.03% | Reduce -24.7% | 1,475 | $425K |
| Coastwise Capital Group, LLC | 0.34% | Reduce -0.3% | 1,473 | $424K |
| TBH Global Asset Management, LLC | 0.10% | No change | 1,460 | $420K |
| Vista Capital Partners, Inc. | 0.05% | Add +29.6% | 1,459 | $420K |
| Lion Street Advisors, LLC | 0.13% | Add +1.3% | 1,448 | $417K |
| Orgel Wealth Management, LLC | 0.01% | No change | 1,448 | $417K |
| Willner & Heller, LLC | 0.37% | Add +0.3% | 1,448 | $417K |
| Family Firm, Inc. | 0.09% | Add +0.3% | 1,429 | $411K |
| Thoroughbred Financial Services, LLC | 0.03% | Add +0.1% | 1,427 | $410K |
| O'Connor Financial Group LLC | 0.21% | No change | 1,421 | $409K |
| Key Financial Inc | 0.09% | No change | 1,394 | $401K |
| Eagle Bay Advisors LLC | 0.25% | No change | 1,388 | $399K |
| Pegasus Asset Management, Inc. | 0.15% | No change | 1,386 | $399K |
| Synergy Asset Management, LLC | 0.03% | New | 1,390 | $398K |
| Benjamin Edwards Inc. | 0.01% | New | 1,380 | $397K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 1,379 | $397K |
| Gutierrez Wealth Advisory, LLC | 0.33% | — | 1,373 | $395K |
| GC Wealth Management RIA, LLC | 0.07% | Add +0.7% | 1,363 | $392K |
| Croban | 0.38% | — | 1,361 | $392K |
| PBMares Wealth Management LLC | 0.08% | Add +0.4% | 1,361 | $392K |
| Adirondack Trust Co. | 0.15% | Reduce -1.2% | 1,349 | $388K |
| Evoke Wealth, LLC | 0.01% | No change | 1,341 | $386K |
| Citizens National Bank Trust Department | 0.08% | No change | 1,340 | $386K |
| Laurel Wealth Advisors LLC | 0.06% | Reduce -5.6% | 1,338 | $385K |
| Cardiff Park Advisors, LLC | 0.04% | No change | 1,338 | $385K |
| Moors & Cabot, Inc. | 0.02% | Add +5.2% | 1,336 | $385K |
| Consolidated Portfolio Review Corp | 0.06% | Reduce -1.6% | 1,336 | $384K |
| Klingenstein Fields & Co. LP | 0.02% | No change | 1,335 | $384K |
| Private Trust Co. NA | 0.04% | Add +12.6% | 1,328 | $382K |
| S&co Inc. | 0.03% | No change | 1,329 | $382K |
| Epiq Partners, LLC | 0.21% | No change | 1,300 | $374K |
| Quotient Wealth Partners, LLC | 0.01% | Reduce -2.4% | 1,298 | $374K |
| Centennial Wealth Advisory LLC | 0.15% | Add +3.1% | 1,297 | $373K |
| Global Retirement Partners, LLC | 0.01% | Add +20.7% | 1,290 | $371K |
| Fiduciary Financial Group, LLC | 0.08% | No change | 1,300 | $370K |
| LexAurum Advisors, LLC | 0.07% | New | 1,279 | $368K |
| Oder Investment Management, LLC | 0.31% | No change | 1,275 | $367K |
| Nelson Capital Management, LLC | 0.06% | No change | 1,275 | $367K |
| Pinnacle Wealth Planning Services, Inc. | 0.05% | Add +25.7% | 1,270 | $366K |
| Fulton Breakefield Broenniman LLC | 0.03% | Reduce -0.8% | 1,264 | $364K |
| Financial Guidance Group, Inc. | 0.20% | No change | 1,260 | $363K |
| Paladin Advisory Group, LLC | 0.28% | No change | 1,259 | $362K |
| Banco BTG Pactual S.A. | 0.08% | Reduce -7.4% | 1,250 | $361K |
| Mycio Wealth Partners, LLC | 0.09% | Add +0.2% | 1,248 | $359K |
| Trexquant Investment LP | 0.00% | New | 1,248 | $359K |
| Investment Advisory Group, LLC | 0.12% | Reduce -1.3% | 1,242 | $357K |
| Mutual Advisors, LLC | 0.01% | Reduce -4.0% | 1,217 | $357K |
| Paragon Capital Management Ltd | 0.07% | No change | 1,231 | $354K |
| Rothschild Capital Partners, LLC | 0.09% | Reduce -3.1% | 1,228 | $353K |
| Roffman Miller Associates Inc. | 0.02% | Reduce -6.8% | 1,221 | $351K |
| Strategic Financial Concepts, LLC | 0.07% | Reduce -21.5% | 1,216 | $350K |
| JP Wealth Management, Inc. | 0.26% | — | 1,847 | $349K |
| 1832 Asset Management L.P. | 0.00% | No change | 1,211 | $349K |
| Certuity, LLC | 0.04% | Add +0.2% | 1,210 | $348K |
| First Light Asset Management, LLC | 0.03% | New | 1,208 | $348K |
| Cynosure Group, LLC | 0.05% | No change | 1,205 | $347K |
| Patten & Patten Inc. | 0.02% | No change | 1,205 | $347K |
| First Heartland Consultants, Inc. | 0.04% | Add +34.3% | 1,203 | $346K |
| FourThought Financial Partners, LLC | 0.04% | Reduce -7.4% | 1,202 | $346K |
| Maxwell Wealth Strategies Inc. | 0.14% | No change | 1,198 | $345K |
| Keystone Wealth Services, LLC | 0.09% | No change | 1,197 | $345K |
| Selective Wealth Management, Inc. | 0.14% | No change | 1,202 | $345K |
| Vaughan David Investments LLC | 0.01% | No change | 1,195 | $344K |
| Kovack Advisors, Inc. | 0.03% | Add +54.1% | 1,188 | $342K |
| Cordatus Wealth Management LLC | 0.09% | Add +7.1% | 1,182 | $340K |
| Roof Eidam Maycock Peralta, LLC | 0.09% | No change | 1,179 | $339K |
| Kaizen Financial Strategies | 0.19% | Add +9.8% | 1,175 | $338K |
| Triad Wealth Partners, LLC | 0.12% | New | 1,174 | $338K |
| Allodium Investment Consultants, LLC | 0.28% | — | 1,172 | $337K |
| Trivium Point Advisory, LLC | 0.04% | New | 1,170 | $337K |
| Easterly Investment Partners LLC | 0.03% | No change | 1,170 | $337K |
| Cannell & Spears LLC | 0.01% | No change | 1,170 | $337K |
| Embree Financial Group | 0.06% | Add +0.1% | 1,167 | $336K |
| Vestmark Advisory Solutions, Inc. | 0.01% | New | 1,166 | $336K |
| Mosaic Family Wealth Partners, LLC | 0.05% | No change | 1,163 | $335K |
| Forum Financial Management, LP | 0.01% | No change | 1,163 | $335K |
| Moneco Advisors, LLC | 0.04% | Add +25.2% | 1,159 | $333K |
| Cahill Financial Advisors Inc. | 0.05% | Reduce -0.6% | 1,155 | $333K |
| William Howard & Co Financial Advisors Inc | 0.30% | Reduce -37.0% | 1,148 | $330K |
| Concurrent Investment Advisors, LLC | 0.01% | Add +37.1% | 1,135 | $327K |
| First Western Trust Bank | 0.02% | Add +2.6% | 1,133 | $326K |
| Smith, Moore & Co. | 0.03% | Add +0.2% | 1,132 | $326K |
| Patriot Investment Management Group, Inc. | 0.02% | No change | 1,125 | $324K |
| Arbor Investment Advisors, LLC | 0.05% | No change | 1,120 | $322K |
| Smith Salley Wealth Management | 0.02% | No change | 1,104 | $318K |
| Curtis Advisory Group, LLC | 0.08% | Reduce -3.6% | 1,101 | $317K |
| Destination Wealth Management | 0.01% | Add +5.8% | 1,092 | $314K |
| Scotia Capital Inc. | 0.00% | No change | 1,086 | $313K |
| Mascagni Wealth Management, Inc. | 0.31% | — | 1,207 | $309K |
| Mitchell McLeod Pugh & Williams Inc. | 0.06% | No change | 1,067 | $307K |
| Thompson Siegel & Walmsley LLC | 0.00% | No change | 1,068 | $307K |
| Aprio Wealth Management, LLC | 0.04% | Add +0.1% | 1,062 | $306K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.05% | Add +0.4% | 1,060 | $305K |
| First Merchants Corp. | 0.01% | Add +23.4% | 1,054 | $303K |
| Obsidian Cio, LLC | 0.06% | Add +0.3% | 1,049 | $302K |
| Falcon Wealth Planning | 0.03% | Add +12.0% | 1,045 | $301K |
| Avior Wealth Management, LLC | 0.01% | Add +18.6% | 1,041 | $300K |
| CGN Advisors LLC | 0.03% | Add +0.3% | 1,041 | $300K |
| Bluesphere Advisors LLC | 0.15% | Reduce -26.1% | 1,036 | $298K |
| Gerber Kawasaki Wealth & Investment Management | 0.01% | Add +0.4% | 1,035 | $298K |
| Madison Asset Management, LLC | 0.00% | No change | 1,032 | $297K |
| Madison Investment Advisors, LLC | 0.00% | — | 1,032 | $297K |
| SlateStone Wealth, LLC | 0.03% | No change | 1,027 | $296K |
| Cordgrass Capital Advisors, LLC | 0.09% | No change | 1,026 | $295K |
| BHK Investment Advisors, LLC | 0.11% | Reduce -4.7% | 1,024 | $295K |
| Greenleaf Trust | 0.00% | Add +10.1% | 1,024 | $295K |
| Caprock Group, LLC | 0.01% | New | 1,020 | $294K |
| Blue Barn Wealth, LLC | 0.15% | Add +0.1% | 1,019 | $293K |
| Central Valley Advisors, LLC | 0.13% | No change | 1,014 | $292K |
| Mezzasalma Advisors, LLC | 0.09% | New | 1,008 | $290K |
| Holland Advisory Services, Inc. | 0.38% | Add +0.3% | 1,001 | $288K |
| Russell Investments Group, Ltd. | 0.00% | Add +10.1% | 1,001 | $288K |
| Westover Capital Advisors, LLC | 0.06% | No change | 1,000 | $288K |
| Monograph Wealth Advisors, LLC | 0.04% | No change | 993 | $286K |
| Midland Wealth Advisors, LLC | 0.02% | Reduce -36.9% | 991 | $285K |
| QRG Capital Management, Inc. | 0.00% | Add +18.2% | 989 | $285K |
| Delta Financial Group, Inc. | 0.07% | New | 972 | $280K |
| MassMutual Private Wealth & Trust, FSB | 0.01% | Add +3.6% | 972 | $280K |
| Bank Ozk | 0.12% | No change | 970 | $279K |
| Spinnaker Trust | 0.02% | No change | 965 | $278K |
| L & S Advisors Inc | 0.03% | No change | 960 | $276K |
| Uptick Partners, LLC | 0.10% | New | 957 | $275K |
| Advance Capital Management, Inc. | 0.01% | No change | 957 | $275K |
| West Michigan Advisors, LLC | 0.08% | Reduce -0.9% | 957 | $275K |
| Institute for Wealth Management, LLC. | 0.03% | No change | 953 | $274K |
| Daymark Wealth Partners, LLC | 0.01% | Add +2.9% | 953 | $274K |
| Wedbush Securities Inc. | 0.01% | Add +0.7% | 953 | $274K |
| Marco Investment Management LLC | 0.02% | No change | 945 | $272K |
| Capital Investment Advisors, LLC | 0.01% | Add +0.2% | 945 | $272K |
| Baxter Bros Inc. | 0.04% | No change | 943 | $271K |
| TFG Advisers LLC | 0.10% | Add +0.2% | 937 | $270K |
| Harbour Capital Advisors, LLC | 0.06% | Reduce -8.2% | 913 | $269K |
| Trust Co. of Vermont | 0.01% | Reduce -3.6% | 935 | $269K |
| Jane Street Group, LLC | 0.00% | Reduce -83.9% | 933 | $269K |
| Legacy Advisors, LLC | 0.03% | Add +27.5% | 927 | $267K |
| Viawealth, LLC | 0.16% | No change | 926 | $267K |
| International Assets Investment Management, LLC | 0.02% | Add +1.0% | 921 | $266K |
| Magnus Financial Group LLC | 0.03% | Reduce -0.9% | 922 | $266K |
| River Wealth Advisors LLC | 0.04% | Add +9.0% | 920 | $265K |
| Eight 31 Financial, LLC | 0.20% | Add +7.1% | 918 | $264K |
| Leo Wealth, LLC | 0.02% | Add +0.3% | 918 | $264K |
| Greatmark Investment Partners, Inc. | 0.04% | No change | 917 | $264K |
| Sigma Investment Counselors Inc. | 0.02% | No change | 916 | $264K |
| Clearwater Capital Advisors, LLC | 0.03% | No change | 908 | $261K |
| Florida Trust Wealth Management Co | 0.01% | Reduce -12.8% | 907 | $261K |
| Sage Financial Group Inc. | 0.02% | Reduce -23.9% | 906 | $261K |
| Global Wealth Strategies & Associates | 0.08% | No change | 905 | $260K |
| Capital Advisors, Ltd. LLC | 0.03% | No change | 903 | $260K |
| Klingman & Associates, LLC | 0.02% | No change | 902 | $260K |
| Members Trust Co | 0.01% | No change | 900 | $259K |
| Edge Capital Group, LLC | 0.01% | No change | 896 | $258K |
| Berkshire Asset Management LLC | 0.01% | No change | 855 | $257K |
| Valmark Advisers, Inc. | 0.00% | Add +18.1% | 893 | $257K |
| Hart & Patterson Financial Group LLC | 0.12% | Reduce -6.5% | 892 | $257K |
| Red Tortoise LLC | 0.13% | No change | 892 | $257K |
| RDA Financial Network | 0.07% | Reduce -3.3% | 890 | $256K |
| Rosenblum Silverman Sutton S F Inc. | 0.06% | Add +1.0% | 886 | $255K |
| Alexander Labrunerie & Co., Inc. | 0.11% | No change | 878 | $253K |
| Bessemer Group Inc. | 0.00% | Add +38.5% | 871 | $251K |
| TFB Advisors LLC | 0.07% | Add +1.2% | 868 | $250K |
| First National Bank of Omaha | 0.02% | No change | 860 | $248K |
| Granite Investment Partners, LLC | 0.01% | Reduce -18.3% | 859 | $247K |
| Mattern Capital Management, LLC | 0.03% | No change | 858 | $247K |
| Dynamic Financial Group | 0.25% | — | 854 | $246K |
| Gryphon Financial Partners LLC | 0.04% | Add +14.7% | 853 | $246K |
| Sunpointe, LLC | 0.12% | No change | 850 | $245K |
| Clientfirst Wealth Management, LLC | 0.25% | — | 842 | $242K |
| Proactive Wealth Strategies LLC | 0.13% | Add +0.4% | 841 | $242K |
| Roanoke Asset Management Corp./ NY | 0.08% | No change | 839 | $241K |
| Heartwood Wealth Advisors LLC | 0.03% | No change | 831 | $239K |
| One Wealth Advisors, LLC | 0.04% | New | 821 | $236K |
| Presidio Capital Management, LLC | 0.13% | Reduce -5.2% | 819 | $236K |
| Smithfield Trust Co | 0.01% | No change | 819 | $235K |
| LMCG Investments, LLC | 0.01% | Reduce -0.5% | 814 | $234K |
| Cascade Financial Partners, LLC | 0.03% | Add +1.5% | 813 | $234K |
| Compound Planning, Inc. | 0.01% | New | 805 | $232K |
| Hancock Whitney Corp. | 0.01% | New | 800 | $230K |
| Renaissance Technologies | 0.00% | New | 800 | $230K |
| Ellis Investment Partners, LLC | 0.05% | Add +0.1% | 797 | $230K |
| Kanawha Capital Management LLC | 0.02% | Reduce -5.3% | 797 | $229K |
| Cary Street Partners Financial LLC | 0.01% | — | 791 | $228K |
| Addison Advisors LLC | 0.06% | No change | 790 | $227K |
| Aviance Capital Partners, LLC | 0.03% | New | 790 | $227K |
| HFG Advisors, Inc. | 0.20% | No change | 784 | $226K |
| Argent Trust Co | 0.01% | Reduce -16.1% | 783 | $225K |
| Angeles Wealth Management, LLC | 0.02% | No change | 780 | $225K |
| Trust Co of the South | 0.05% | No change | 775 | $223K |
| Compass Ion Advisors, LLC | 0.03% | Add +0.1% | 771 | $222K |
| Safeguard Financial, LLC | 0.05% | Add +2.7% | 770 | $222K |
| Mayport, LLC | 0.07% | No change | 769 | $221K |
| CRA Financial Services, LLC | 0.04% | No change | 764 | $220K |
| Intelligence Driven Advisers, LLC | 0.04% | Add +0.4% | 760 | $219K |
| Salus Financial Advisors, LLC | 0.17% | — | 759 | $218K |
| IFP Advisors, Inc | 0.01% | Add +7.5% | 757 | $218K |
| Austin Wealth Management, LLC | 0.05% | New | 740 | $218K |
| Ingalls & Snyder LLC | 0.01% | Reduce -16.5% | 757 | $218K |
| Topel & Distasi Wealth Management, LLC | 0.09% | Reduce -17.8% | 756 | $217K |
| Rothschild Investment LLC | 0.01% | No change | 751 | $216K |
| Callan Family Office, LLC | 0.01% | New | 747 | $215K |
| Evermay Wealth Management LLC | 0.03% | No change | 746 | $215K |
| Shaker Investments LLC | 0.09% | Add +0.4% | 741 | $213K |
| Independence Bank of Kentucky | 0.03% | No change | 736 | $212K |
| Blueprint Investment Partners LLC | 0.03% | New | 735 | $212K |
| Rwa Wealth Partners, LLC | 0.00% | New | 733 | $211K |
| Family Investment Center, Inc. | 0.05% | No change | 731 | $210K |
| Portland Global Advisors LLC | 0.03% | No change | 727 | $209K |
| Wealth Architects, LLC | 0.02% | No change | 726 | $209K |
| SeaCrest Wealth Management, LLC | 0.02% | Reduce -5.0% | 720 | $207K |
| Sovran Advisors, LLC | 0.03% | — | 723 | $207K |
| Elevation Point Wealth Partners, LLC | 0.02% | New | 720 | $207K |
| Clarius Group, LLC | 0.01% | No change | 720 | $207K |
| Flputnam Investment Management Co. | 0.00% | Reduce -9.6% | 720 | $207K |
| Cornerstone Planning Group LLC | 0.05% | Add +0.4% | 703 | $207K |
| SOL Capital Management CO | 0.02% | No change | 720 | $207K |
| Twin Tree Management, LP | 0.01% | Reduce -95.4% | 716 | $206K |
| Rockbridge Investment Management, LCC | 0.03% | No change | 715 | $206K |
| Leigh Baldwin & Co., LLC | 0.17% | — | 712 | $205K |
| Ballentine Partners, LLC | 0.00% | No change | 707 | $203K |
| DAVENPORT & Co LLC | 0.00% | New | 700 | $201K |
| Colorado Capital Management, Inc. | 0.10% | Reduce -14.3% | 698 | $201K |
| Windward Private Wealth Management Inc. | 0.08% | Reduce -1.8% | 697 | $201K |
| 17 Capital Partners, LLC | 0.13% | New | 695 | $200K |
| Loomis Sayles & Co. L P | 0.00% | Add +23.9% | 674 | $194K |
| Oarsman Capital, Inc. | 0.03% | Add +4.1% | 656 | $189K |
| Farther Finance Advisors, LLC | 0.01% | Reduce -2.8% | 629 | $181K |
| Financial Life Planners | 0.14% | — | 602 | $173K |
| Financial Freedom, LLC | 0.09% | Add +0.3% | 598 | $172K |
| First United Bank & Trust | 0.06% | No change | 598 | $172K |
| Plante Moran Financial Advisors, LLC | 0.01% | Add +664.5% | 581 | $167K |
| Venturi Wealth Management, LLC | 0.01% | No change | 577 | $166K |
| Financial Perspectives, Inc | 0.06% | Add +0.3% | 576 | $166K |
| BankPlus Trust Department | 0.05% | — | 570 | $164K |
| Simplex Trading, LLC | 0.00% | New | 572 | $164K |
| Main Management LLC | 0.01% | No change | 544 | $157K |
| New England Capital Financial Advisors LLC | 0.08% | Add +0.2% | 543 | $156K |
| Optimum Investment Advisors | 0.07% | No change | 540 | $155K |
| Center for Financial Planning, Inc. | 0.02% | Reduce -24.5% | 539 | $155K |
| Elevation Wealth Partners, LLC | 0.07% | No change | 537 | $155K |
| WealthShield Partners, LLC | 0.02% | No change | 532 | $153K |
| Oakworth Capital, Inc. | 0.01% | Reduce -1.7% | 524 | $151K |
| MidAtlantic Capital Management, Inc. | 0.11% | No change | 519 | $149K |
| Atticus Wealth Management, LLC | 0.05% | Add +0.4% | 513 | $148K |
| Citadel Advisors | 0.00% | Reduce -97.7% | 509 | $147K |
| Farmers & Merchants Trust Co of Chambersburg PA | 0.05% | No change | 505 | $145K |
| Castleark Management LLC | 0.01% | No change | 500 | $144K |
| Princeton Global Asset Management LLC | 0.03% | Reduce -2.4% | 497 | $143K |
| Essex Investment Management Co. LLC | 0.03% | Reduce -56.2% | 494 | $142K |
| Peachtree Investment Partners, LLC | 0.05% | Add +0.2% | 491 | $141K |
| Signaturefd, LLC | 0.00% | Reduce -0.2% | 482 | $139K |
| Family Manage LLC | 0.02% | No change | 471 | $136K |
| Webster Bank, N. A. | 0.01% | No change | 459 | $132K |
| Rice Partnership, LLC | 0.03% | No change | 456 | $131K |
| Icon Wealth Advisors, LLC | 0.01% | Reduce -0.7% | 454 | $131K |
| Wingate Wealth Advisors, Inc. | 0.13% | — | 453 | $130K |
| Lazard Asset Management LLC | 0.00% | No change | 450 | $129K |
| Grove Bank & Trust | 0.02% | No change | 427 | $123K |
| Ancora Advisors LLC | 0.00% | No change | 426 | $123K |
| Arcadia Investment Advisors LLC | 0.07% | No change | 419 | $121K |
| 2UniFi Bank | 0.08% | — | 410 | $118K |
| Tsfg, LLC | 0.02% | Add +75.9% | 394 | $113K |
| Asset Dedication, LLC | 0.01% | No change | 389 | $112K |
| Deutsche Bank AG | 0.00% | No change | 388 | $112K |
| BOK Financial Private Wealth, Inc. | 0.01% | Add +371.9% | 387 | $111K |
| United Community Bank | 0.04% | No change | 387 | $111K |
| North Star Investment Management Corp. | 0.01% | No change | 385 | $111K |
| Manchester Capital Management LLC | 0.01% | No change | 378 | $109K |
| Tidemark, LLC | 0.04% | Add +0.3% | 369 | $106K |
| Sugarloaf Wealth Management, LLC | 0.02% | No change | 367 | $106K |
| Arcadia Investment Management Corp. | 0.02% | No change | 360 | $104K |
| Trust Co | 0.01% | Add +189.1% | 344 | $99K |
| Synergy Investment Management, LLC | 0.04% | — | 339 | $98K |
| Coppell Advisory Solutions LLC | 0.01% | Reduce -25.4% | 328 | $95K |
| Mb, Levis & Associates, LLC | 0.05% | Add +0.3% | 324 | $93K |
| Continuum Advisory, LLC | 0.01% | Reduce -0.3% | 310 | $89K |
| Murphy & Mullick Capital Management Corp | 0.08% | — | 303 | $87K |
| City State Bank | 0.03% | No change | 300 | $86K |
| HighMark Wealth Management LLC | 0.05% | Add +0.3% | 287 | $83K |
| Atlas Capital Advisors Inc. | 0.01% | No change | 278 | $80K |
| Castleview Partners, LLC | 0.04% | New | 275 | $79K |
| HHM Wealth Advisors, LLC | 0.01% | No change | 265 | $76K |
| Winthrop Capital Management, LLC | 0.02% | New | 255 | $74K |
| Glen Eagle Advisors, LLC | 0.01% | No change | 254 | $73K |
| Union Savings Bank | 0.04% | Reduce -13.2% | 251 | $72K |
| Centennial Bank | 0.03% | Reduce -32.5% | 249 | $72K |
| Tortoise Investment Management, LLC | 0.01% | No change | 249 | $72K |
| Realta Investment Advisors | 0.03% | No change | 240 | $71K |
| Bear Mountain Capital, Inc. | 0.03% | Reduce -3.9% | 221 | $67K |
| AlphaMark Advisors, LLC | 0.03% | No change | 225 | $65K |
| CNB Bank | 0.03% | Reduce -40.0% | 220 | $63K |
| CENTRAL TRUST Co | 0.00% | No change | 219 | $63K |
| West Paces Advisors Inc. | 0.02% | No change | 216 | $62K |
| FPC Investment Advisory, Inc. | 0.05% | New | 209 | $62K |
| Richardson Capital Management LLC | 0.04% | No change | 214 | $62K |
| General Partner, Inc. | 0.03% | No change | 200 | $58K |
| Guardian Wealth Advisors, LLC / NC | 0.00% | No change | 196 | $56K |
| Archer Investment Corp | 0.01% | Reduce -5.3% | 195 | $56K |
| SouthState Bank Corp | 0.00% | No change | 195 | $56K |
| Clarkston Capital Partners, LLC | 0.00% | No change | 193 | $55K |
| Jackson Hole Capital Partners, LLC | 0.01% | No change | 192 | $55K |
| Insight Inv LLC | 0.04% | New | 189 | $54K |
| Horizon Bancorp Inc. | 0.02% | No change | 182 | $52K |
| Coston, McIsaac & Partners | 0.02% | No change | 183 | $52K |
| Semmax Financial Advisors Inc. | 0.01% | No change | 174 | $52K |
| Milestone Investment Advisors LLC | 0.01% | No change | 175 | $50K |
| Sage Mountain Advisors LLC | 0.00% | No change | 172 | $50K |
| Mendota Financial Group, LLC | 0.03% | No change | 170 | $49K |
| SRH Advisors, LLC | 0.01% | No change | 169 | $49K |
| Claris Financial LLC | 0.03% | — | 166 | $48K |
| Rhumbline Advisers | 0.00% | Reduce -32.5% | 162 | $47K |
| GAMMA Investing LLC | 0.00% | Add +64.2% | 156 | $45K |
| Sunbelt Securities, Inc. | 0.00% | Reduce -38.0% | 155 | $45K |
| Gleason Group, Inc. | 0.01% | No change | 155 | $45K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 155 | $45K |
| Atmos Advisory, LLC | 0.03% | New | 154 | $44K |
| Promus Capital, LLC | 0.03% | — | 153 | $44K |
| Parvin Asset Management, LLC | 0.05% | — | 150 | $43K |
| Cardinal Strategic Wealth Guidance | 0.01% | No change | 150 | $43K |
| Bank of New Hampshire | 0.01% | No change | 150 | $43K |
| West Branch Capital LLC | 0.01% | No change | 149 | $43K |
| WPG Advisers, LLC | 0.04% | — | 147 | $42K |
| Syntax Research, Inc. | 0.03% | No change | 146 | $42K |
| Armstrong Advisory Group, Inc. | 0.00% | New | 142 | $41K |
| Perkins Coie Trust Co | 0.01% | No change | 140 | $40K |
| SYM FINANCIAL Corp | 0.01% | No change | 140 | $40K |
| National Bank of Canada | 0.00% | Reduce -26.8% | 139 | $40K |
| Hurley Capital, LLC | 0.03% | — | 135 | $40K |
| WASHINGTON TRUST Co | 0.00% | No change | 132 | $38K |
| Beacon Capital Management, LLC | 0.00% | Add +0.8% | 132 | $38K |
| Pinnacle Bancorp, Inc. | 0.01% | Add +13.8% | 124 | $36K |
| Peoples Bank | 0.02% | No change | 123 | $35K |
| Financial Gravity Companies, Inc. | 0.01% | No change | 121 | $35K |
| Bogart Wealth, LLC | 0.00% | No change | 115 | $33K |
| GPS Wealth Strategies Group, LLC | 0.00% | No change | 115 | $33K |
| Frazier Financial Advisors, LLC | 0.03% | No change | 110 | $32K |
| Smartleaf Asset Management LLC | 0.00% | Add +1225.0% | 106 | $31K |
| Runnymede Capital Advisors, Inc. | 0.03% | — | 100 | $29K |
| Ransom Advisory, Ltd | 0.01% | No change | 100 | $29K |
| PSI Advisors, LLC | 0.01% | No change | 100 | $29K |
| Standard Family Office LLC | 0.03% | Reduce -57.9% | 99 | $28K |
| Caitlin John, LLC | 0.02% | No change | 98 | $28K |
| McIlrath & Eck, LLC | 0.00% | No change | 95 | $27K |
| EPG Wealth Management LLC | 0.01% | Reduce -15.4% | 93 | $27K |
| Versant Capital Management, Inc | 0.01% | No change | 92 | $26K |
| Glassman Wealth Services | 0.00% | No change | 91 | $26K |
| Pflug Koory, LLC | 0.00% | No change | 90 | $26K |
| CoreCap Advisors, LLC | 0.00% | Add +34.3% | 90 | $26K |
| Clearstead Trust, LLC | 0.01% | No change | 88 | $25K |
| Mattson Financial Services, LLC | 0.01% | No change | 84 | $24K |
| PFS Partners, LLC | 0.01% | No change | 81 | $23K |
| Sound Income Strategies, LLC | 0.00% | Add +0.0% | 80 | $23K |
| City Holding Co. | 0.00% | No change | 80 | $23K |
| Arlington Trust Co LLC | 0.00% | New | 77 | $22K |
| Transce3nd, LLC | 0.01% | — | 76 | $22K |
| Atwood & Palmer Inc. | 0.00% | No change | 75 | $22K |
| Private Capital Management LLC | 0.00% | No change | 74 | $21K |
| Richardson Financial Services Inc. | 0.01% | Reduce -50.0% | 72 | $21K |
| Talon Private Wealth, LLC | 0.00% | Reduce -5.3% | 72 | $21K |
| Modus Advisors, LLC | 0.01% | New | 70 | $20K |
| Lee Danner & Bass Inc. | 0.00% | New | 70 | $20K |
| Abound Wealth Management | 0.01% | No change | 68 | $20K |
| Creative Financial Designs Inc. | 0.00% | Reduce -19.3% | 67 | $19K |
| Bernard Wealth Management Corp. | 0.01% | — | 65 | $19K |
| Aventura Private Wealth, LLC | 0.01% | — | 65 | $19K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.01% | No change | 64 | $18K |
| Kozak & Associates, Inc. | 0.00% | Reduce -40.6% | 60 | $18K |
| RE Dickinson Investment Advisors, LLC | 0.01% | No change | 60 | $17K |
| Atlantic Edge Private Wealth Management, LLC | 0.01% | No change | 58 | $17K |
| MCF Advisors LLC | 0.00% | No change | 58 | $17K |
| Quest 10 Wealth Builders, Inc. | 0.02% | — | 56 | $16K |
| Hanson & Doremus Investment Management | 0.00% | No change | 54 | $16K |
| JNBA Financial Advisors | 0.00% | No change | 54 | $16K |
| Founders Financial Alliance, LLC | 0.00% | Add +38.5% | 54 | $16K |
| Johnson Financial Group, Inc. | 0.00% | Reduce -84.3% | 51 | $15K |
| Wolff Wiese Magana LLC | 0.01% | No change | 52 | $15K |
| NewSquare Capital LLC | 0.00% | No change | 50 | $14K |
| Rise Advisors, LLC | 0.01% | No change | 49 | $14K |
| Wood Tarver Financial Group, LLC | 0.00% | — | 51 | $14K |
| Integrity Financial Corp | 0.01% | No change | 48 | $14K |
| Cedar Mountain Advisors, LLC | 0.00% | New | 48 | $14K |
| Salomon & Ludwin, LLC | 0.00% | No change | 48 | $14K |
| Park Square Financial Group, LLC | 0.01% | — | 46 | $13K |
| one8zero8, LLC | 0.00% | — | 45 | $13K |
| Cassady Schiller Wealth Management, LLC | 0.00% | No change | 42 | $12K |
| Avion Wealth | 0.00% | Reduce -44.0% | 42 | $12K |
| Atala Financial Inc | 0.01% | — | 41 | $12K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | No change | 41 | $12K |
| MPWM Advisory Solutions, LLC | 0.01% | — | 39 | $11K |
| Pin Oak Investment Advisors Inc. | 0.01% | No change | 40 | $11K |
| Briaud Financial Planning Inc | 0.00% | New | 40 | $11K |
| SIMA Wealth Partners, LLC | 0.01% | No change | 38 | $11K |
| Global Trust Asset Management, LLC | 0.00% | Add +23.3% | 37 | $11K |
| Legacy Investment Solutions, LLC | 0.01% | Reduce -12.2% | 36 | $11K |
| Legacy Wealth Managment, LLC | 0.01% | Reduce -12.2% | 36 | $11K |
| Salem Investment Counselors Inc. | 0.00% | No change | 37 | $11K |
| Mascoma Wealth Management LLC | 0.00% | Add +125.0% | 36 | $10K |
| LRI Investments, LLC | 0.00% | No change | 34 | $10K |
| Hoese & Co LLP | 0.01% | New | 34 | $10K |
| Caldwell Sutter Capital, Inc. | 0.00% | No change | 33 | $9K |
| Evelyn Partners Asset Management Ltd | 0.00% | — | 33 | $9K |
| Investors Research Corp | 0.00% | No change | 33 | $9K |
| Anchor Investment Management, LLC | 0.00% | No change | 32 | $9K |
| Bellevue Asset Management, LLC | 0.00% | New | 31 | $9K |
| Missouri Trust & Investment Co | 0.00% | No change | 30 | $9K |
| Raleigh Capital Management Inc. | 0.00% | New | 27 | $8K |
| Ameriflex Group, Inc. | 0.00% | — | 25 | $7K |
| Curio Wealth, LLC | 0.00% | — | 25 | $7K |
| Hazlett, Burt & Watson, Inc. | 0.00% | No change | 24 | $7K |
| Cherry Tree Wealth Management, LLC | 0.00% | No change | 20 | $6K |
| Comprehensive Financial Planning, Inc. | 0.00% | — | 20 | $6K |
| Biltmore Family Office, LLC | 0.00% | No change | 20 | $6K |
| C M Bidwell & Associates Ltd. | 0.00% | New | 19 | $5K |
| Ameritas Investment Partners, Inc. | 0.00% | New | 18 | $5K |
| MeadowBrook Investment Advisors LLC | 0.00% | Reduce -51.4% | 17 | $5K |
| WealthTrak Capital Management LLC | 0.00% | — | 17 | $5K |
| Hopwood Financial Services, Inc. | 0.00% | — | 15 | $4K |
| Global Financial Private Client, LLC | 0.00% | No change | 15 | $4K |
| CVA Family Office, LLC | 0.00% | New | 15 | $4K |
| Game Plan Financial Advisors, LLC | 0.00% | Add +150.0% | 25 | $4K |
| Kessler Investment Group, LLC | 0.00% | No change | 14 | $4K |
| Medallion Wealth Advisors, LLC | 0.00% | — | 13 | $4K |
| WFA Asset Management Corp | 0.00% | New | 12 | $3K |
| Brooklyn Investment Group | 0.00% | New | 12 | $3K |
| Woodard & Co. Asset Management Group Inc. | 0.00% | New | 12 | $3K |
| Broadwater Capital Management LLC | 0.00% | No change | 11 | $3K |
| Legend Financial Advisors, Inc. | 0.00% | No change | 11 | $3K |
| Maryland Capital Advisors Inc. | 0.00% | No change | 9 | $3K |
| Capital A Wealth Management, LLC | 0.00% | — | 9 | $3K |
| REAP Financial Group, LLC | 0.00% | No change | 9 | $3K |
| Halbert Hargrove Global Advisors, LLC | 0.00% | New | 8 | $2K |
| Marshall & Sterling Wealth Advisors Inc. | 0.00% | — | 7 | $2K |
| Signature Resources Capital Management, LLC | 0.00% | New | 6 | $2K |
| Concord Wealth Partners | 0.00% | Reduce -84.2% | 6 | $2K |
| Activest Wealth Management | 0.00% | No change | 5 | $1K |
| Prudent Man Investment Management, Inc. | 0.00% | — | 5 | $1K |
| Kohmann Bosshard Financial Services, LLC | 0.00% | New | 5 | $1K |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 5 | $1K |
| Millstone Evans Group, LLC | 0.00% | — | 4 | $1K |
| Provident Wealth Management, LLC | 0.00% | Reduce -96.9% | 4 | $1K |
| Operose Advisors LLC | 0.00% | No change | 4 | $1K |
| Lanark Financial, Inc. | 0.08% | — | 3 | $928 |
| Darwin Wealth Management, LLC | 0.00% | No change | 2 | $578 |
| Prestige Wealth Management Group LLC | 0.00% | No change | 2 | $576 |
| Van Hulzen Asset Management, LLC | 0.00% | New | 1 | $380 |
| Hexagon Capital Partners LLC | 0.00% | No change | 1 | $288 |
| Morton Brown Family Wealth, LLC | 0.00% | No change | 1 | $288 |
| Retirement Wealth Solutions LLC | 0.00% | — | 1 | $285 |
"% of holder's portfolio" is IWO's weight in each manager's 13F, not the share of iShares Russell 2000 Growth the manager owns.