iShares Russell 2000 GrowthIWOETF
13F holders, Q1 2025 (March 31)959holders −93
41new positions
129sold out
5famous investors
$255.59avg. 13F price*
At the end of Q1 2025, 959 institutions reported holding iShares Russell 2000 Growth (IWO) in their 13F filings, down 93 from Q4 2024. 41 opened new positions and 129 sold out. The largest holders were Bank of America Corp. ($983.6M), Morgan Stanley ($669.3M) and Barings LLC ($418.3M). 5 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation'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 Growth
- CUSIP
- 464287648
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 41 | $60.2M |
| Exits | 129 | $178.6M |
All 13F filers, Q4 2024 → Q1 2025: 1,656,728 shares bought and 2,749,516 shares sold, net −1,092,788 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 959 holders
| Bank of America Corp. | 0.09% | Add +6.0% | 3,849,075 | $983.6M |
| Morgan Stanley | 0.05% | Add +2.9% | 2,619,446 | $669.3M |
| Barings LLC | 10.65% | Add +5.2% | 1,623,850 | $418.3M |
| Tiaa Trust, National Association | 1.20% | Reduce -0.4% | 1,503,469 | $384.2M |
| Envestnet Asset Management Inc. | 0.09% | Reduce -2.1% | 1,081,092 | $276.3M |
| Cassaday & Co Wealth Management LLC | 6.38% | Reduce -0.3% | 888,250 | $227.0M |
| Wells Fargo & Company | 0.05% | Reduce -6.4% | 775,965 | $198.3M |
| FMR LLC | 0.01% | Add +3.9% | 690,803 | $176.5M |
| PNC Financial Services Group, Inc. | 0.09% | Reduce -2.2% | 647,563 | $165.5M |
| JPMorgan Chase & Co. | 0.01% | Add +2.4% | 567,268 | $145.0M |
| Goldman Sachs Group Inc. | 0.03% | Reduce -17.0% | 546,020 | $139.5M |
| Cohen Klingenstein LLC | 5.04% | Reduce -1.3% | 544,607 | $139.2M |
| UBS Group AG | 0.03% | Add +8.0% | 543,925 | $139.0M |
| LPL Financial LLC | 0.05% | Reduce -2.7% | 520,805 | $133.1M |
| Commonwealth Equity Services, LLC | 0.19% | Add +2.9% | 512,820 | $131.0M |
| D.A. Davidson & Co. | 1.02% | Add +3.6% | 494,554 | $126.4M |
| Raymond James Financial Inc. | 0.05% | Reduce -12.9% | 482,086 | $123.2M |
| Northern Trust Corp. | 0.02% | Reduce -4.3% | 449,683 | $114.9M |
| Corient Private Wealth LP | 0.17% | Add +185.1% | 397,180 | $101.5M |
| M&T Bank Corp | 0.37% | Reduce -6.5% | 392,561 | $100.3M |
| Royal Bank of Canada | 0.02% | Add +4.5% | 377,626 | $96.5M |
| US Bancorp \de | 0.10% | Add +0.7% | 278,904 | $71.3M |
| Cetera Investment Advisers | 0.14% | Reduce -2.1% | 274,927 | $70.3M |
| Financial Engines Advisors L.L.C. | 0.15% | Add +1.9% | 272,735 | $69.7M |
| Bank of New York Mellon Corp | 0.01% | Add +7.4% | 266,749 | $68.2M |
| Alliancebernstein L.P. | 0.02% | Reduce -2.5% | 257,644 | $65.8M |
| BNP Paribas Financial Markets | 0.05% | Add +24.0% | 249,244 | $63.7M |
| Commerce Bank | 0.38% | Reduce -1.7% | 232,064 | $59.3M |
| Badgley Phelps Wealth Managers, LLC | 1.29% | Add +3.3% | 208,771 | $53.3M |
| Cresset Asset Management, LLC | 0.24% | Reduce -5.0% | 185,380 | $47.4M |
| Wealth Enhancement Advisory Services, LLC | 0.09% | Reduce -4.4% | 180,809 | $46.2M |
| AE Wealth Management LLC | 0.39% | Add +13.8% | 180,183 | $46.0M |
| Creative Planning | 0.04% | Add +2.3% | 178,732 | $45.7M |
| Susquehanna International Group, LLP | 0.07% | Add +319.7% | 176,904 | $45.2M |
| Sei Investments Co. | 0.06% | Add +3.1% | 167,661 | $42.8M |
| Keybank National Association | 0.16% | Add +1.7% | 154,205 | $39.4M |
| Pathstone Holdings, LLC | 0.16% | Reduce -6.3% | 146,483 | $37.4M |
| Truist Financial Corp. | 0.06% | Reduce -3.8% | 134,676 | $34.4M |
| Northwestern Mutual Wealth Management Co. | 0.03% | Reduce -2.6% | 130,723 | $33.4M |
| Ameriprise Financial Inc. | 0.01% | Reduce -3.0% | 123,872 | $31.4M |
| Wellington Management Group LLP | 0.01% | Reduce -34.9% | 118,323 | $30.2M |
| Brown Advisory Inc. | 0.04% | Reduce -30.8% | 117,482 | $30.0M |
| Orion Porfolio Solutions, LLC | 0.28% | Reduce -1.6% | 112,309 | $28.7M |
| Orion Portfolio Solutions, LLC | 0.28% | Reduce -1.6% | 112,309 | $28.7M |
| Choreo, LLC | 0.44% | Add +0.1% | 111,823 | $28.6M |
| Fort Washington Investment Advisors Inc. | 0.17% | Reduce -0.1% | 105,284 | $26.9M |
| MAI Capital Management | 0.20% | Reduce -0.9% | 101,288 | $25.9M |
| Rockefeller Capital Management L.P. | 0.06% | Add +63.1% | 100,989 | $25.8M |
| Stephens Inc. | 0.38% | Add +0.1% | 100,146 | $25.6M |
| Fiera Capital Corp | 0.09% | Add +40.8% | 98,147 | $25.1M |
| Pacific Life Fund Advisors LLC | 2.81% | Reduce -3.0% | 98,107 | $25.1M |
| Silvercrest Asset Management Group LLC | 0.17% | Reduce -0.2% | 92,468 | $23.6M |
| WoodTrust Financial Corp | 3.24% | Add +1.0% | 90,425 | $23.1M |
| Moneta Group Investment Advisors LLC | 0.30% | Reduce -2.8% | 84,637 | $21.6M |
| Fuller & Thaler Asset Management, Inc. | 0.08% | Add +14.0% | 82,377 | $21.0M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.05% | No change | 81,000 | $20.7M |
| Comerica Bank | 0.09% | Reduce -1.2% | 80,960 | $20.7M |
| Hantz Financial Services, Inc. | 0.36% | Reduce -5.5% | 79,721 | $20.4M |
| Bank of Montreal | 0.01% | Reduce -5.7% | 77,462 | $19.8M |
| Jones Financial Companies LLLP | 0.02% | Add +20.5% | 76,729 | $19.8M |
| Stifel Financial Corp. | 0.02% | Add +3.1% | 77,083 | $19.7M |
| HighTower Advisors, LLC | 0.02% | Reduce -1.5% | 70,921 | $18.1M |
| MML Investors Services, LLC | 0.06% | Reduce -1.6% | 70,781 | $18.1M |
| Waldron Private Wealth LLC | 0.85% | Reduce -10.3% | 70,383 | $18.0M |
| VAUGHAN & Co SECURITIES, INC. | 11.02% | Add +2.1% | 69,671 | $17.8M |
| Focus Partners Wealth | 0.04% | Reduce -46.5% | 68,325 | $17.5M |
| Cerity Partners LLC | 0.03% | Reduce -0.7% | 64,911 | $16.6M |
| Mariner, LLC | 0.03% | Reduce -2.0% | 64,259 | $16.4M |
| AMG National Trust Bank | 0.44% | Reduce -1.9% | 60,968 | $15.6M |
| Captrust Financial Advisors | 0.04% | Reduce -6.5% | 60,584 | $15.5M |
| Droms Strauss Advisors Inc. /Mo/ | 5.23% | Add +40.0% | 59,576 | $15.2M |
| Citadel Advisors | 0.01% | Add +11533.4% | 59,214 | $15.1M |
| Osaic Holdings, Inc. | 0.03% | Reduce -12.0% | 57,352 | $14.7M |
| Kestra Advisory Services, LLC | 0.07% | Reduce -2.6% | 55,837 | $14.3M |
| First Horizon Advisors, Inc. | 0.37% | Add +6.2% | 51,760 | $13.2M |
| Fifth Third Bancorp | 0.05% | Reduce -1.7% | 51,217 | $13.1M |
| Powell Investment Advisors, LLC | 6.35% | Add +7.6% | 50,550 | $12.9M |
| William Blair Investment Management, LLC | 0.04% | Add +47.4% | 49,395 | $12.6M |
| Wealthspire Advisors, LLC | 0.08% | Add +11.6% | 49,239 | $12.6M |
| Citigroup Inc. | 0.01% | Reduce -26.8% | 49,009 | $12.5M |
| Confluence Wealth Services, Inc. | 0.78% | Add +3.4% | 50,088 | $12.3M |
| Shepherd Financial Partners LLC | 1.44% | Reduce -61.8% | 48,122 | $12.3M |
| Flaharty Asset Management, LLC | 1.68% | Reduce -8.4% | 45,643 | $11.7M |
| Courier Capital LLC | 0.76% | Add +1.4% | 45,338 | $11.6M |
| RTD Financial Advisors, Inc. | 1.55% | Reduce -0.7% | 45,108 | $11.5M |
| LMG Wealth Partners, LLC | 2.55% | Reduce -0.3% | 44,811 | $11.5M |
| Baird Financial Group, Inc. | 0.02% | Reduce -11.5% | 44,542 | $11.4M |
| Venture Visionary Partners LLC | 0.46% | Add +0.3% | 43,155 | $11.0M |
| Geneva Capital Management LLC | 0.20% | Reduce -15.9% | 42,701 | $10.9M |
| Waverly Advisors, LLC | 0.13% | Add +56.0% | 41,599 | $10.6M |
| Hillcrest Wealth Advisors - NY, LLC | 5.07% | Add +6.4% | 40,105 | $10.2M |
| BlackRock, Inc. | 0.00% | Add +0.2% | 40,018 | $10.2M |
| Synovus Financial Corp. | 0.13% | Reduce -7.2% | 39,716 | $10.1M |
| Whittier Trust Co. of Nevada Inc. | 0.25% | Add +1.4% | 38,242 | $9.8M |
| Blair William & Co. | 0.03% | Reduce -0.3% | 38,145 | $9.7M |
| NorthCoast Asset Management LLC | 0.05% | Reduce -4.4% | 37,974 | $9.7M |
| Tobias Financial Advisors, Inc. | 1.87% | Reduce -0.2% | 37,684 | $9.6M |
| Thoma Capital Management LLC | 6.65% | Reduce -6.2% | 37,227 | $9.5M |
| Common Fund for Nonprofit Organizations | 1.02% | New | 35,966 | $9.2M |
| Summit Financial, LLC | 0.26% | Add +73.9% | 35,599 | $9.1M |
| Steward Partners Investment Advisory, LLC | 0.08% | Reduce -33.4% | 35,165 | $9.0M |
| Erickson Financial Group, LLC | 6.70% | Reduce -0.2% | 35,131 | $9.0M |
| FSA Wealth Management LLC | 3.80% | Add +1.0% | 35,044 | $9.0M |
| Venturi Wealth Management, LLC | 0.46% | Add +5871.2% | 34,454 | $8.8M |
| HSBC Holdings PLC | 0.01% | Add +2.4% | 33,567 | $8.6M |
| Barclays PLC | 0.00% | Reduce -33.9% | 33,205 | $8.5M |
| Avantax Planning Partners, Inc. | 0.30% | Add +92.1% | 32,887 | $8.4M |
| Fund Evaluation Group, LLC | 0.36% | New | 32,658 | $8.3M |
| NewEdge Advisors, LLC | 0.05% | Reduce -6.2% | 30,574 | $7.8M |
| Covenant Partners, LLC | 2.52% | Reduce -43.6% | 30,446 | $7.8M |
| Kopp Family Office, LLC | 5.32% | New | 30,115 | $7.7M |
| Mercer Global Advisors Inc. | 0.02% | Add +0.9% | 30,107 | $7.7M |
| Macquarie Group Ltd. | 0.01% | Reduce -20.2% | 30,067 | $7.7M |
| Fortis Group Advisors, LLC | 1.45% | Reduce -2.7% | 29,270 | $7.5M |
| Corundum Group, Inc. | 3.52% | No change | 28,690 | $7.3M |
| Johnson Investment Counsel Inc. | 0.07% | Reduce -7.5% | 28,588 | $7.3M |
| Axiom Investors LLC | 0.07% | Reduce -39.1% | 28,500 | $7.3M |
| One Capital Management, LLC | 0.25% | Reduce -0.2% | 28,349 | $7.2M |
| Franklin Resources Inc. | 0.00% | Reduce -14.1% | 28,222 | $7.2M |
| Quent Capital, LLC | 0.75% | Add +1.8% | 28,155 | $7.2M |
| Avidian Wealth Enterprises, LLC | 0.31% | Reduce -1.5% | 27,229 | $7.0M |
| Modera Wealth Management, LLC | 0.09% | Reduce -2.2% | 26,919 | $6.9M |
| Stephens Group Asset Management, LLC | 0.55% | Add +35.3% | 26,898 | $6.9M |
| XML Financial, LLC | 0.62% | Reduce -7.3% | 26,179 | $6.7M |
| Team Hewins, LLC | 2.57% | Add +12.6% | 25,907 | $6.6M |
| LBJ Family Wealth Advisors, Ltd. | 4.22% | Add +0.1% | 25,856 | $6.6M |
| Oldfather Financial Services, LLC | 2.50% | Add +0.5% | 25,803 | $6.6M |
| Sequent Asset Management, LLC | 3.65% | No change | 25,631 | $6.5M |
| EP Wealth Advisors, LLC | 0.05% | Reduce -2.9% | 25,500 | $6.5M |
| Clark Capital Management Group, Inc. | 0.05% | Reduce -15.8% | 25,122 | $6.4M |
| Prudential Financial Inc. | 0.01% | Reduce -60.8% | 24,976 | $6.4M |
| Savant Capital, LLC | 0.05% | Reduce -1.2% | 24,691 | $6.3M |
| 360 Financial, Inc. | 2.28% | Add +3.8% | 24,675 | $6.3M |
| Whittier Trust Co. | 0.09% | Add +0.1% | 24,253 | $6.2M |
| CW Advisors, LLC | 0.07% | Reduce -44.3% | 24,005 | $6.1M |
| Bokf, NA | 0.11% | Reduce -0.9% | 23,814 | $6.1M |
| Carolinas Wealth Consulting LLC | 1.30% | Reduce -7.3% | 23,667 | $6.0M |
| Glenmede Trust Co. NA | 0.03% | Reduce -6.0% | 23,400 | $6.0M |
| Tritonpoint Wealth, LLC | 0.57% | Add +0.1% | 23,258 | $5.9M |
| Mechanics Bank Trust Department | 0.81% | Reduce -2.1% | 23,204 | $5.9M |
| CIBC Private Wealth Group LLC | 0.01% | Reduce -0.6% | 26,127 | $5.9M |
| Sanctuary Advisors, LLC | 0.04% | Add +2.1% | 22,906 | $5.9M |
| Kestra Private Wealth Services, LLC | 0.10% | Add +3.0% | 22,826 | $5.8M |
| LWM Advisors Inc. | 6.97% | Add +0.4% | 22,150 | $5.8M |
| Fiduciary Trust Co | 0.08% | Reduce -0.2% | 22,444 | $5.7M |
| Natixis Advisors, LLC | 0.01% | Add +34.2% | 22,360 | $5.7M |
| NBW Capital LLC | 1.26% | Reduce -22.5% | 22,325 | $5.7M |
| GTS Securities LLC | 0.24% | New | 21,942 | $5.6M |
| Primoris Wealth Advisors, LLC | 4.21% | Reduce -2.2% | 21,298 | $5.4M |
| Ieq Capital, LLC | 0.04% | Reduce -1.5% | 21,012 | $5.4M |
| HB Wealth Management, LLC | 0.04% | Reduce -9.9% | 20,692 | $5.3M |
| Mma Asset Management LLC | 2.22% | Add +4.7% | 20,665 | $5.3M |
| Kayne Anderson Rudnick Investment Management LLC | 0.01% | Add +40.2% | 20,464 | $5.2M |
| Occidental Asset Management, LLC | 0.78% | Reduce -0.3% | 20,254 | $5.2M |
| Noble Family Wealth, LLC | 1.42% | Reduce -0.3% | 20,188 | $5.2M |
| Harbor Investment Advisory, LLC | 0.49% | Add +2.8% | 19,804 | $5.1M |
| Avantax Advisory Services, Inc. | 0.03% | Reduce -19.0% | 19,110 | $4.9M |
| Oppenheimer & Co. Inc. | 0.07% | Add +19.8% | 19,056 | $4.9M |
| InvesTrust | 1.30% | Add +0.0% | 18,610 | $4.8M |
| Bailard, Inc. | 0.12% | Add +0.2% | 18,463 | $4.7M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Reduce -23.0% | 18,323 | $4.7M |
| Rodgers & Associates, LTD | 0.56% | Add +0.6% | 18,041 | $4.6M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -13.7% | 17,987 | $4.6M |
| Farmers & Merchants Investments Inc. | 0.14% | No change | 17,481 | $4.5M |
| Bishop & Co Investment Management, LLC | 1.68% | Reduce -13.8% | 17,002 | $4.3M |
| Corsair Capital Management, L.P. | 1.12% | No change | 16,968 | $4.3M |
| First Citizens Bank & Trust Co. | 0.11% | Add +740.6% | 16,855 | $4.3M |
| Coldstream Capital Management Inc. | 0.09% | Reduce -7.7% | 16,735 | $4.3M |
| Envestnet Portfolio Solutions, Inc. | 0.02% | Add +170.1% | 16,605 | $4.2M |
| Foundation Wealth Management, LLC | 3.28% | Reduce -1.5% | 16,403 | $4.2M |
| Cwm, LLC | 0.02% | Reduce -0.4% | 16,399 | $4.2M |
| Equitable Holdings, Inc. | 0.04% | Add +9.8% | 16,362 | $4.2M |
| Cullen/Frost Bankers, Inc. | 0.06% | Reduce -0.6% | 16,142 | $4.1M |
| Idaho Trust Co | 1.66% | Add +1.6% | 15,902 | $4.1M |
| Lowery Thomas, LLC | 2.77% | Add +4.2% | 15,851 | $4.1M |
| Nicholas Investment Partners, LP | 0.47% | Reduce -29.1% | 15,802 | $4.0M |
| Quadrant Capital Group LLC | 0.14% | Reduce -6.7% | 15,225 | $3.9M |
| Carbahal Olsen Financial Services Group, LLC | 3.58% | Add +0.2% | 14,768 | $3.8M |
| Squarepoint Ops LLC | 0.01% | New | 14,657 | $3.7M |
| Welch & Forbes LLC | 0.05% | Reduce -0.0% | 14,603 | $3.7M |
| Larson Financial Group LLC | 0.18% | Reduce -5.0% | 14,546 | $3.7M |
| DT Investment Partners, LLC | 0.36% | No change | 14,485 | $3.7M |
| Crescent Grove Advisors, LLC | 0.38% | Reduce -5.9% | 14,429 | $3.7M |
| Stock Yards Bank & Trust Co. | 0.13% | Add +2.9% | 14,179 | $3.6M |
| Finley Financial, LLC | 2.02% | Add +0.7% | 14,195 | $3.6M |
| HRT Financial LP | 0.02% | New | 13,933 | $3.6M |
| Great Valley Advisor Group, Inc. | 0.08% | Add +2.0% | 13,690 | $3.5M |
| Connective Capital Management, LLC | 3.17% | No change | 13,453 | $3.4M |
| Riverbridge Partners LLC | 0.05% | Add +20.9% | 13,381 | $3.4M |
| Regions Financial Corp. | 0.03% | Reduce -1.6% | 13,298 | $3.4M |
| Prospera Financial Services Inc | 0.08% | Add +1.9% | 13,283 | $3.4M |
| Montecito Bank & Trust | 0.60% | No change | 13,182 | $3.4M |
| Pinnacle Associates Ltd. | 0.05% | Reduce -22.5% | 13,089 | $3.3M |
| Tudor Investment Corporation | 0.03% | New | 12,955 | $3.3M |
| Parkside Financial Bank & Trust | 0.42% | Add +1.1% | 12,915 | $3.3M |
| Financial Counselors Inc. | 0.05% | Reduce -2.8% | 12,708 | $3.2M |
| Advisory Services Network, LLC | 0.06% | Reduce -1.5% | 12,575 | $3.2M |
| RPg Family Wealth Advisory, LLC | 0.90% | Add +0.4% | 12,391 | $3.2M |
| Stevens Capital Partners | 1.49% | Add +23.0% | 12,376 | $3.2M |
| Bare Financial Services, Inc | 1.20% | No change | 12,206 | $3.1M |
| Atria Wealth Solutions, Inc. | 0.04% | Reduce -20.6% | 11,965 | $3.1M |
| Simon Quick Advisors, LLC | 0.17% | Reduce -4.9% | 11,965 | $3.1M |
| Ariston Services Group | 2.52% | No change | 11,810 | $3.0M |
| Tradition Wealth Management, LLC | 0.26% | Reduce -1.7% | 11,688 | $3.0M |
| AQR Capital Management | 0.00% | Add +20.0% | 11,492 | $2.9M |
| St. Louis Trust Co | 0.42% | No change | 11,467 | $2.9M |
| 1834 Investment Advisors Co. | 0.38% | Reduce -2.1% | 11,418 | $2.9M |
| Echo45 Advisors LLC | 1.94% | Add +3.5% | 11,333 | $2.9M |
| Sowell Financial Services LLC | 0.13% | New | 11,193 | $2.9M |
| Golden State Wealth Management, LLC | 0.42% | Reduce -0.9% | 10,977 | $2.8M |
| Stratos Wealth Partners, LTD. | 0.04% | Reduce -19.0% | 10,954 | $2.8M |
| CFS Investment Advisory Services, LLC | 0.25% | Reduce -3.8% | 10,821 | $2.8M |
| Moody LYNN Lieberson & Walker, LLC | 0.18% | No change | 10,799 | $2.8M |
| Mill Creek Capital Advisors, LLC | 0.07% | Reduce -21.9% | 10,718 | $2.7M |
| MV Capital Management, Inc. | 0.29% | Reduce -10.4% | 10,671 | $2.7M |
| LGL Partners, LLC | 1.31% | Reduce -18.3% | 10,661 | $2.7M |
| AdvisorNet Financial, Inc | 0.20% | Reduce -1.5% | 10,638 | $2.7M |
| Grey Fox Wealth Advisors, LLC | 0.72% | Reduce -0.7% | 10,519 | $2.7M |
| Vance Wealth, LLC | 1.01% | Add +10.9% | 10,488 | $2.7M |
| Stephen J. Garry & Associates, LLC | 2.47% | Add +2.2% | 10,345 | $2.6M |
| Atlas Brown,Inc. | 0.92% | Reduce -0.9% | 10,313 | $2.6M |
| Carnegie Investment Counsel | 0.06% | Add +6.3% | 11,273 | $2.6M |
| Fifth Third Securities, Inc. | 0.22% | Reduce -0.7% | 10,174 | $2.6M |
| Clearbridge Investments, LLC | 0.00% | Add +428.5% | 10,168 | $2.6M |
| Brighton Jones LLC | 0.08% | Add +2.0% | 10,139 | $2.6M |
| Tompkins Financial Corp. | 0.25% | Reduce -1.5% | 10,053 | $2.6M |
| Beacon Pointe Advisors, LLC | 0.03% | Reduce -20.4% | 9,944 | $2.5M |
| American Century Companies Inc. | 0.00% | New | 9,892 | $2.5M |
| Heck Capital Advisors, LLC | 0.28% | Add +2.5% | 9,767 | $2.5M |
| Quantum Portfolio Management LLC | 1.26% | Reduce -0.8% | 9,721 | $2.5M |
| Rehmann Capital Advisory Group | 0.15% | Add +7.0% | 9,426 | $2.4M |
| Instrumental Wealth, LLC | 2.17% | New | 9,500 | $2.4M |
| Vanguard Group Inc. | 0.00% | Add +0.1% | 9,376 | $2.4M |
| Legacy Edge Advisors, LLC | 0.37% | Add +2.3% | 9,371 | $2.4M |
| Wealthfront Advisers LLC | 0.01% | Reduce -17.0% | 9,287 | $2.4M |
| Flow Traders U.S. LLC | 0.10% | New | 9,053 | $2.3M |
| Clearstead Advisors, LLC | 0.04% | Add +11.2% | 9,036 | $2.3M |
| Principal Financial Group Inc. | 0.00% | Add +2.3% | 9,000 | $2.3M |
| Sand Hill Global Advisors, LLC | 0.09% | Add +3.0% | 8,985 | $2.3M |
| Hilltop Holdings Inc. | 0.14% | Add +4.7% | 8,645 | $2.2M |
| Foundation Wealth Management, LLC\PA | 1.05% | Reduce -6.3% | 8,603 | $2.2M |
| FineMark National Bank & Trust | 0.08% | Reduce -1.3% | 8,602 | $2.2M |
| Relyea Zuckerberg Hanson LLC | 0.30% | Reduce -3.3% | 8,591 | $2.2M |
| Whitegate Investment Counselors, Inc. | 0.77% | No change | 8,455 | $2.2M |
| Bartlett & Co. Wealth Management LLC | 0.03% | Reduce -2.3% | 8,440 | $2.2M |
| Geneos Wealth Management Inc. | 0.07% | Add +2.6% | 8,431 | $2.2M |
| Investment Partners, LTD. | 0.89% | Reduce -3.2% | 8,401 | $2.1M |
| VestGen Advisors, LLC | 0.10% | — | 8,286 | $2.1M |
| Dorsey & Whitney Trust CO LLC | 0.12% | No change | 8,240 | $2.1M |
| Principal Securities, Inc. | 0.05% | No change | 7,235 | $2.1M |
| T. Rowe Price Associates Inc. | 0.00% | Add +22.2% | 8,097 | $2.1M |
| CreativeOne Wealth, LLC | 0.06% | Add +9.3% | 8,055 | $2.1M |
| Lane & Associates LLC | 1.11% | Add +5.8% | 8,049 | $2.1M |
| Widmann Financial Services, Inc. | 1.59% | Add +6.6% | 8,016 | $2.0M |
| Fifth Third Wealth Advisors LLC | 0.10% | Reduce -3.1% | 7,699 | $2.0M |
| Snowden Capital Advisors LLC | 0.06% | Reduce -9.5% | 7,662 | $2.0M |
| UNIVEST FINANCIAL Corp | 0.13% | Reduce -5.5% | 7,606 | $1.9M |
| Congress Asset Management Co. | 0.01% | Reduce -83.8% | 7,592 | $1.9M |
| Blue Trust, Inc. | 0.02% | Add +0.4% | 7,566 | $1.9M |
| Quadrature Capital Ltd | 0.04% | Add +27.3% | 7,518 | $1.9M |
| Washington Trust Bank | 0.19% | No change | 7,499 | $1.9M |
| Chemung Canal Trust Co. | 0.42% | No change | 7,403 | $1.9M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -54.4% | 7,084 | $1.9M |
| Visionary Wealth Advisors | 0.11% | Reduce -5.0% | 7,341 | $1.9M |
| Private Wealth Asset Management, LLC | 0.27% | — | 7,302 | $1.9M |
| First Commonwealth Financial Corp | 0.44% | Reduce -45.3% | 7,239 | $1.8M |
| Legacy Bridge, LLC | 1.03% | Add +20.0% | 7,206 | $1.8M |
| Sequoia Financial Advisors, LLC | 0.01% | Add +213.4% | 7,143 | $1.8M |
| Crestwood Advisors Group, LLC | 0.03% | Add +113.3% | 7,128 | $1.8M |
| Wealthcare Advisory Partners LLC | 0.05% | Add +10.9% | 7,090 | $1.8M |
| Somerset Group LLC | 1.64% | No change | 7,040 | $1.8M |
| McAdam, LLC | 0.11% | Reduce -4.8% | 6,808 | $1.7M |
| Citizens Financial Group Inc. | 0.03% | Add +10.2% | 6,760 | $1.7M |
| Sonata Capital Group Inc. | 0.75% | Reduce -2.4% | 6,750 | $1.7M |
| jvl associates llc | 0.70% | No change | 6,750 | $1.7M |
| Private Advisor Group, LLC | 0.01% | Reduce -9.9% | 6,669 | $1.7M |
| JMG Financial Group, Ltd. | 0.06% | No change | 6,603 | $1.7M |
| Marshall Financial Group Inc. | 0.53% | Reduce -3.9% | 6,548 | $1.7M |
| Cobblestone Capital Advisors LLC | 0.09% | Reduce -0.7% | 6,391 | $1.6M |
| Sigma Planning Corp | 0.05% | Reduce -10.5% | 6,350 | $1.6M |
| Steel Grove Capital Advisors, LLC | 0.24% | Reduce -5.4% | 6,276 | $1.6M |
| Highland Capital Management, LLC | 0.10% | Reduce -1.4% | 6,257 | $1.6M |
| Grey Ledge Advisors, LLC | 0.42% | Add +28.1% | 6,203 | $1.6M |
| UMB Bank, n.a. | 0.03% | Reduce -1.8% | 6,145 | $1.6M |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.02% | Reduce -4.1% | 6,338 | $1.6M |
| Texas Yale Capital Corp. | 0.06% | No change | 6,078 | $1.6M |
| Dakota Wealth Management | 0.04% | Reduce -23.1% | 6,077 | $1.6M |
| Luts & Greenleigh Group, Inc. | 1.53% | Reduce -0.4% | 6,022 | $1.5M |
| Focus Partners Advisor Solutions, LLC | 0.02% | Add +19.3% | 5,985 | $1.5M |
| Haverford Trust Co | 0.02% | Add +0.1% | 5,978 | $1.5M |
| Cornerstone Wealth Advisors, Inc. | 0.42% | Reduce -7.2% | 5,965 | $1.5M |
| Lighthouse Financial LLC | 1.31% | No change | 5,960 | $1.5M |
| Trust Point Inc. | 0.14% | Reduce -1.4% | 5,921 | $1.5M |
| Clayton Financial Group LLC | 0.55% | Reduce -0.6% | 5,901 | $1.5M |
| MWA Asset Management | 1.04% | Add +1.0% | 5,863 | $1.5M |
| Lido Advisors, LLC | 0.01% | Reduce -2.7% | 5,814 | $1.5M |
| Ironwood Financial, llc | 0.32% | Reduce -1.0% | 5,804 | $1.5M |
| Alaska Permanent Fund Corp | 0.02% | No change | 5,737 | $1.5M |
| World Investment Advisors | 0.04% | Reduce -2.9% | 5,681 | $1.5M |
| Eagle Strategies LLC | 0.25% | Add +7.0% | 5,635 | $1.4M |
| Nations Financial Group Inc, /Ia/ | 0.11% | Add +2.7% | 5,571 | $1.4M |
| McKinley Carter Wealth Services, Inc. | 0.09% | Reduce -5.8% | 5,542 | $1.4M |
| Connecticut Wealth Management, LLC | 0.07% | No change | 5,505 | $1.4M |
| Lionshead Wealth Management, LLC | 1.46% | Reduce -23.1% | 5,494 | $1.4M |
| Chicago Capital, LLC | 0.04% | Add +2.2% | 5,473 | $1.4M |
| Wilmington Savings Fund Society, FSB | 0.03% | Reduce -2.8% | 5,472 | $1.4M |
| BTC Capital Management, Inc. | 0.13% | Reduce -0.6% | 5,399 | $1.4M |
| Eukles Asset Management | 0.60% | Reduce -1.1% | 5,391 | $1.4M |
| Jackson, Grant Investment Advisers, Inc. | 0.53% | Reduce -0.3% | 5,353 | $1.4M |
| Meridian Wealth Management, LLC | 0.07% | Reduce -2.3% | 5,290 | $1.4M |
| Mather Group, Llc. | 0.02% | Add +0.9% | 5,280 | $1.3M |
| SGL Investment Advisors, Inc. | 0.70% | Add +30.8% | 5,118 | $1.3M |
| Two Sigma Investments, LP | 0.00% | Reduce -88.5% | 5,200 | $1.3M |
| Shakespeare Wealth Management, LLC | 0.36% | Reduce -4.0% | 5,192 | $1.3M |
| Jasper Ridge Partners, L.P. | 0.04% | No change | 5,145 | $1.3M |
| Chatham Capital Group, Inc. | 0.22% | No change | 5,140 | $1.3M |
| United Capital Financial Advisors, LLC | 0.01% | Reduce -6.7% | 5,005 | $1.3M |
| First Foundation Advisors | 0.05% | Add +8.2% | 4,949 | $1.3M |
| Total Wealth Planning, LLC | 0.19% | Reduce -5.1% | 4,914 | $1.3M |
| Park Avenue Securities LLC | 0.02% | Reduce -65.6% | 4,816 | $1.2M |
| Equitable Trust Co. | 0.07% | Add +25.0% | 4,769 | $1.2M |
| Tranquility Partners, LLC | 0.47% | Add +6.0% | 4,755 | $1.2M |
| J.W. Cole Advisors, Inc. | 0.04% | Reduce -31.6% | 4,753 | $1.2M |
| Y-Intercept (Hong Kong) Ltd | 0.08% | Reduce -19.9% | 4,708 | $1.2M |
| Twin Tree Management, LP | 0.03% | Add +556.4% | 4,700 | $1.2M |
| SilverOak Wealth Management LLC | 0.26% | Reduce -3.4% | 4,698 | $1.2M |
| TD Private Client Wealth LLC | 0.03% | Reduce -18.0% | 4,691 | $1.2M |
| Affinity Capital Advisors, LLC | 0.24% | No change | 4,993 | $1.2M |
| Vawter Financial, Ltd. | 0.66% | Reduce -6.1% | 4,616 | $1.2M |
| Boston Family Office LLC | 0.08% | No change | 4,601 | $1.2M |
| Zions Bancorporation, National Association | 0.07% | — | 4,601 | $1.2M |
| Naviter Wealth, LLC | 0.14% | No change | 4,560 | $1.2M |
| Valeo Financial Advisors, LLC | 0.03% | Reduce -10.2% | 4,596 | $1.2M |
| American State Bank (Iowa) | 0.69% | Add +0.1% | 4,500 | $1.1M |
| Compound Planning, Inc. | 0.05% | Add +457.5% | 4,488 | $1.1M |
| Brady Martz Wealth Solutions, LLC | 0.26% | No change | 4,452 | $1.1M |
| Appleton Partners Inc. | 0.09% | No change | 4,421 | $1.1M |
| Aft, Forsyth & Company, Inc. | 0.61% | Add +0.0% | 4,408 | $1.1M |
| Allium Financial Advisors, LLC | 1.02% | — | 4,397 | $1.1M |
| Capital Group Private Client Services, Inc. | 0.01% | Add +0.1% | 4,395 | $1.1M |
| Park Place Capital Corp | 0.30% | Reduce -6.5% | 4,353 | $1.1M |
| B. Riley Wealth Advisors, Inc. | 0.03% | Add +2.3% | 4,267 | $1.1M |
| Integrated Advisors Network LLC | 0.06% | Add +4.8% | 4,260 | $1.1M |
| Townsquare Capital LLC | 0.01% | Add +11.7% | 4,224 | $1.1M |
| Black Swift Group, LLC | 0.24% | Reduce -85.3% | 4,214 | $1.1M |
| Robertson Stephens Wealth Management, LLC | 0.04% | Reduce -1.5% | 4,198 | $1.1M |
| Clear Creek Financial Management, LLC | 0.11% | Reduce -1.0% | 4,166 | $1.1M |
| Renasant Bank | 0.70% | Reduce -6.8% | 4,123 | $1.1M |
| EverSource Wealth Advisors, LLC | 0.06% | Reduce -7.5% | 4,118 | $1.1M |
| Glass Jacobson Investment Advisors llc | 0.34% | No change | 3,574 | $1.0M |
| Financial Sense Advisors, Inc. | 0.29% | Add +13.2% | 4,024 | $1.0M |
| Veery Capital, LLC | 0.40% | Reduce -1.7% | 4,022 | $1.0M |
| Merit Financial Group, LLC | 0.02% | Add +26.4% | 4,017 | $1.0M |
| Tower Research Capital LLC (TRC) | 0.03% | Reduce -73.8% | 3,969 | $1.0M |
| StoneX Group Inc. | 0.06% | Reduce -0.6% | 3,935 | $1.0M |
| Frederick Financial Consultants, LLC | 0.72% | Reduce -0.1% | 3,912 | $1000K |
| Cornerstone Wealth Management, LLC | 0.07% | Add +4.7% | 3,904 | $998K |
| Betterment LLC | 0.00% | Add +7.4% | 3,897 | $996K |
| NBT Bank, N.A. | 0.07% | Reduce -13.8% | 3,881 | $992K |
| Bragg Financial Advisors, Inc | 0.04% | Reduce -0.8% | 3,856 | $985K |
| Townsend Asset Management Corp. /NC/ | 0.38% | Add +0.2% | 3,854 | $985K |
| Intrepid Financial Planning Group LLC | 0.46% | Add +1.1% | 3,849 | $984K |
| Murphy, Middleton, Hinkle & Parker, Inc. | 0.55% | No change | 3,847 | $983K |
| True North Advisors, LLC | 0.17% | No change | 3,802 | $972K |
| Stonebridge Financial Planning Group, LLC | 0.44% | Reduce -6.0% | 3,775 | $965K |
| Kingsview Wealth Management, LLC | 0.02% | Reduce -2.8% | 3,757 | $960K |
| Guidance Point Advisors, LLC | 0.28% | Add +0.3% | 3,755 | $959K |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +11.0% | 3,708 | $948K |
| Allworth Financial LP | 0.01% | Reduce -0.5% | 3,748 | $943K |
| Centaurus Financial, Inc. | 0.06% | Reduce -1.1% | 3,670 | $938K |
| Diversified Trust Co. | 0.02% | Reduce -0.6% | 3,647 | $932K |
| Graypoint LLC | 0.06% | No change | 3,639 | $930K |
| Insight 2811, Inc. | 0.47% | Reduce -4.9% | 3,617 | $924K |
| Armstrong, Fleming & Moore, Inc | 1.12% | Add +83.4% | 3,611 | $923K |
| Integrity Alliance, Llc. | 0.04% | New | 3,605 | $921K |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -57.7% | 3,575 | $913K |
| OneDigital Investment Advisors LLC | 0.01% | Reduce -6.5% | 3,563 | $910K |
| Apollon Wealth Management, LLC | 0.02% | Reduce -0.7% | 3,557 | $909K |
| Assetmark, Inc. | 0.00% | Reduce -90.3% | 3,523 | $900K |
| Riversedge Advisors, LLC | 0.20% | Add +3.2% | 3,509 | $897K |
| DHJJ Financial Advisors, Ltd. | 0.36% | No change | 3,489 | $892K |
| Aspiriant, LLC | 0.03% | No change | 3,486 | $891K |
| Pointe Capital Management LLC | 0.51% | Add +3.6% | 3,443 | $880K |
| Keudell/Morrison Wealth Management | 0.20% | No change | 3,399 | $869K |
| Eastern Bank | 0.02% | Reduce -6.9% | 3,392 | $867K |
| Fiduciary Alliance LLC | 0.09% | Add +112.8% | 3,392 | $867K |
| Ironwood Investment Counsel, LLC | 0.15% | No change | 3,381 | $864K |
| Freestone Capital Holdings, LLC | 0.03% | Reduce -14.4% | 3,348 | $856K |
| Fidelis Capital Partners, LLC | 0.09% | Reduce -0.1% | 3,386 | $855K |
| Wesbanco Bank Inc. | 0.03% | Reduce -13.1% | 3,338 | $853K |
| Allspring Global Investments Holdings, LLC | 0.00% | No change | 3,328 | $850K |
| Wescott Financial Advisory Group, LLC | 0.09% | Add +9.6% | 3,324 | $849K |
| Atria Investments, Inc | 0.01% | Reduce -75.9% | 3,309 | $845K |
| Mgo One Seven LLC | 0.03% | Reduce -33.7% | 3,249 | $830K |
| Lanark Financial, Inc. | 0.07% | — | 3,249 | $830K |
| Prosperity Planning, Inc. | 0.37% | Reduce -1.3% | 3,247 | $830K |
| Cadence Bank | 0.06% | Reduce -4.4% | 3,227 | $825K |
| Canandaigua National Bank & Trust Co. | 0.08% | No change | 3,217 | $822K |
| Ami Asset Management Corp. | 0.05% | Reduce -16.5% | 3,197 | $817K |
| Lindbrook Capital, LLC | 0.08% | Reduce -24.5% | 3,189 | $815K |
| Acima Private Wealth, LLC | 0.29% | No change | 3,170 | $810K |
| First National Bank Sioux Falls | 0.33% | No change | 3,159 | $807K |
| Rice Hall James & Associates, LLC | 0.05% | Reduce -77.8% | 3,137 | $802K |
| Independent Financial Group, LLC | 0.03% | Reduce -68.3% | 3,135 | $801K |
| First Business Financial Services, Inc. | 0.08% | No change | 3,132 | $800K |
| Davidson Trust Co. | 0.38% | Add +2.3% | 3,095 | $791K |
| Allegheny Financial Group | 0.20% | Add +6.3% | 3,071 | $785K |
| &partners | 0.01% | Reduce -27.3% | 3,027 | $780K |
| Quadcap Wealth Management, LLC | 0.11% | Add +0.3% | 3,043 | $778K |
| Disciplined Investments, LLC | 0.36% | Reduce -10.4% | 3,026 | $773K |
| Nicolet Advisory Services, LLC | 0.08% | Add +52.5% | 3,277 | $772K |
| Arax Advisory Partners | 0.05% | Reduce -96.3% | 3,014 | $770K |
| Alesco Advisors, LLC, An ESL Co | 0.02% | No change | 3,000 | $767K |
| Clarius Group, LLC | 0.05% | Add +314.4% | 2,984 | $763K |
| HBK Sorce Advisory LLC | 0.02% | Reduce -7.8% | 2,983 | $762K |
| David Wealth Management LLC | 0.64% | Reduce -0.0% | 2,978 | $761K |
| Focus Financial Network, Inc. | 0.03% | Add +0.2% | 2,956 | $755K |
| Legacy Trust | 0.18% | Add +4.7% | 2,923 | $747K |
| Elevated Capital Advisors, LLC | 0.21% | Reduce -1.6% | 2,918 | $746K |
| Eisler Capital Management Ltd. | 0.02% | New | 2,904 | $742K |
| Garde Capital, Inc. | 0.04% | Reduce -3.8% | 2,891 | $739K |
| West Coast Financial LLC | 0.08% | No change | 2,886 | $737K |
| Sagespring Wealth Partners, LLC | 0.02% | Add +1.4% | 2,862 | $731K |
| Hollencrest Capital Management | 0.03% | No change | 2,861 | $731K |
| Capital Analysts, LLC | 0.03% | Add +3.3% | 2,840 | $726K |
| FAS Wealth Partners, Inc. | 0.06% | Reduce -4.3% | 2,831 | $723K |
| Glenview Trust Co | 0.01% | Reduce -10.4% | 2,822 | $721K |
| Intergy Private Wealth, LLC | 0.27% | No change | 2,822 | $721K |
| Bell Bank | 0.04% | No change | 2,819 | $720K |
| Inspirion Wealth Advisors, LLC | 0.10% | No change | 2,815 | $719K |
| JFS Wealth Advisors, LLC | 0.05% | Reduce -0.1% | 2,777 | $710K |
| Strategies Wealth Advisors, LLC | 0.09% | Add +84.9% | 2,776 | $709K |
| CI Investments Inc. | 0.00% | Reduce -3.8% | 2,776 | $709K |
| Schorn Wealth LLC | 0.23% | No change | 2,765 | $707K |
| Mesirow Financial Investment Management, Inc. | 0.01% | Add +0.1% | 2,763 | $706K |
| Pettyjohn, Wood & White, Inc. | 0.14% | No change | 2,760 | $705K |
| Spire Wealth Management | 0.02% | Reduce -11.2% | 2,757 | $705K |
| Perigon Wealth Management, LLC | 0.02% | Reduce -12.4% | 2,744 | $701K |
| Brookstone Capital Management | 0.01% | Reduce -19.6% | 2,730 | $697K |
| Brown Wealth Management, LLC | 0.24% | Add +17.3% | 2,725 | $696K |
| Copia Wealth Management | 0.64% | Add +4.3% | 2,708 | $692K |
| Heritage Investors Management Corp. | 0.02% | No change | 2,706 | $691K |
| Schechter Investment Advisors, LLC | 0.06% | No change | 2,664 | $681K |
| Pinnacle Financial Partners Inc | 0.01% | Add +0.1% | 2,527 | $676K |
| Bedel Financial Consulting, Inc. | 0.10% | Add +0.3% | 2,602 | $667K |
| Accredited Investors Inc. | 0.04% | Reduce -0.4% | 2,606 | $666K |
| Ethos Financial Group, LLC | 0.06% | New | 2,586 | $661K |
| Kennicott Capital Management LLC | 0.43% | Reduce -45.1% | 2,583 | $660K |
| Two Sigma Securities, LLC | 0.10% | New | 2,580 | $659K |
| Gables Capital Management Inc. | 0.33% | No change | 2,575 | $658K |
| Verus Capital Partners, LLC | 0.07% | Reduce -18.1% | 2,573 | $657K |
| Stratos Investment Management, LLC | 0.04% | Reduce -1.8% | 2,567 | $656K |
| Palisades Hudson Asset Management, L.P. | 0.30% | Add +0.1% | 2,563 | $655K |
| Columbia Advisory Partners LLC | 0.57% | Reduce -25.4% | 2,555 | $653K |
| Ashton Thomas Private Wealth, LLC | 0.02% | Add +4.0% | 2,542 | $649K |
| Navis Wealth Advisors, LLC | 0.64% | No change | 2,535 | $648K |
| Pacific Point Advisors, LLC | 0.35% | No change | 2,500 | $639K |
| FC Advisory LLC | 0.22% | Add +0.1% | 2,492 | $637K |
| GHP Investment Advisors, Inc. | 0.03% | Add +0.7% | 2,488 | $636K |
| Tounjian Advisory Partners, LLC | 0.12% | — | 2,482 | $634K |
| Newton One Investments LLC | 0.23% | Add +2.8% | 2,482 | $634K |
| Flagship Private Wealth, LLC | 0.30% | Reduce -72.9% | 2,478 | $633K |
| Garrison Point Advisors, LLC | 0.31% | No change | 2,477 | $633K |
| LS Investment Advisors, LLC | 0.10% | No change | 2,475 | $632K |
| Stordahl Capital Management, Inc. | 0.15% | Reduce -3.5% | 2,473 | $632K |
| Linscomb Wealth, Inc. | 0.03% | Reduce -0.2% | 2,448 | $626K |
| Prime Capital Investment Advisors, LLC | 0.01% | Add +27.1% | 2,438 | $623K |
| Bensler, LLC | 0.08% | Add +0.0% | 2,436 | $622K |
| NorthRock Partners, LLC | 0.02% | No change | 2,433 | $622K |
| Sound View Wealth Advisors Group, LLC | 0.05% | Add +2.0% | 2,422 | $619K |
| Mission Wealth Management, LP | 0.02% | Add +9.1% | 2,421 | $619K |
| Integrity Wealth Solutions LLC | 0.34% | Add +0.1% | 2,420 | $618K |
| Consilium Wealth Advisory, LLC | 0.31% | No change | 2,416 | $617K |
| National Philanthropic Trust | 0.01% | No change | 2,406 | $615K |
| Peapack Gladstone Financial Corp. | 0.01% | Reduce -3.4% | 2,397 | $613K |
| Country Club Bank | 0.04% | Reduce -50.5% | 2,379 | $613K |
| Elgethun Capital Management | 0.14% | No change | 2,375 | $607K |
| SkyOak Wealth, LLC | 0.13% | Reduce -6.3% | 2,355 | $602K |
| Cahaba Wealth Management, Inc. | 0.05% | Reduce -5.2% | 2,340 | $598K |
| ARK & TLK Investments, LLC | 0.21% | Reduce -2.7% | 2,332 | $596K |
| Hoxton Planning & Management, LLC | 0.23% | Reduce -29.4% | 2,318 | $592K |
| Harbour Investments, Inc. | 0.02% | Reduce -0.9% | 2,315 | $592K |
| Bradley Foster & Sargent Inc. | 0.01% | No change | 2,304 | $589K |
| Premier Path Wealth Partners, LLC | 0.09% | Reduce -1.6% | 2,289 | $585K |
| Sepio Capital, LP | 0.05% | No change | 2,287 | $584K |
| Fulton Bank, N.A. | 0.02% | No change | 2,281 | $583K |
| First Bancorp, Inc | 0.38% | No change | 2,260 | $577K |
| BluePointe Capital Management, LLC | 0.22% | New | 2,260 | $577K |
| Smithbridge Asset Management Inc. | 0.11% | — | 2,257 | $577K |
| F/m Investments LLC | 0.02% | Reduce -30.7% | 2,254 | $576K |
| Arkadios Wealth Advisors | 0.02% | Add +10.3% | 2,249 | $575K |
| Archvest Wealth Advisors, Inc. | 0.48% | Reduce -9.4% | 2,249 | $575K |
| Transatlantique Private Wealth LLC | 0.22% | No change | 2,200 | $562K |
| Ausdal Financial Partners, Inc. | 0.04% | Reduce -6.5% | 2,153 | $550K |
| Sterling Capital Management LLC | 0.01% | Reduce -1.6% | 2,148 | $549K |
| NTV Asset Management LLC | 0.07% | Reduce -0.7% | 2,078 | $531K |
| D. E. Shaw & Co. | 0.00% | Reduce -41.2% | 2,055 | $525K |
| WealthPLAN Partners, LLC | 0.07% | Add +2.5% | 2,054 | $525K |
| HM Payson & Co. | 0.01% | Reduce -20.1% | 2,050 | $524K |
| Grayhawk Investment Strategies Inc. | 1.19% | Reduce -22.7% | 2,044 | $522K |
| Dravo Bay LLC | 0.28% | Reduce -3.4% | 2,042 | $522K |
| Schneider Downs Wealth Management Advisors, LP | 0.09% | No change | 2,037 | $521K |
| NewEdge Wealth, LLC | 0.01% | Reduce -36.4% | 2,015 | $515K |
| Ascent Group, LLC | 0.02% | New | 2,012 | $514K |
| Transform Wealth, LLC | 0.03% | Reduce -2.3% | 1,992 | $509K |
| SOA Wealth Advisors, LLC. | 0.11% | Reduce -0.6% | 1,970 | $503K |
| Ameritas Advisory Services, LLC | 0.02% | Reduce -57.1% | 1,792 | $503K |
| Platform Technology Partners | 0.15% | Reduce -30.9% | 1,969 | $503K |
| Morris Financial Concepts, Inc. | 0.21% | No change | 1,957 | $500K |
| Plancorp, LLC | 0.02% | Reduce -3.8% | 1,956 | $500K |
| Gladstone Institutional Advisory LLC | 0.02% | Add +29.0% | 1,937 | $495K |
| Palisade Asset Management, LLC | 0.05% | No change | 1,922 | $491K |
| Gries Financial LLC | 0.10% | Add +0.1% | 1,917 | $490K |
| Bearing Point Capital, LLC | 0.10% | Add +2.2% | 1,876 | $479K |
| Parkshore Wealth Management, Inc. | 0.28% | Reduce -0.1% | 1,870 | $478K |
| FSM Wealth Advisors, LLC | 0.11% | Reduce -1.4% | 1,869 | $478K |
| Parallel Advisors, LLC | 0.01% | Add +21.7% | 1,865 | $477K |
| SCS Capital Management LLC | 0.01% | New | 1,864 | $476K |
| Mason Investment Advisory Services, Inc. | 0.03% | No change | 1,849 | $472K |
| Genesee Capital Advisors, LLC | 0.24% | No change | 1,840 | $470K |
| Foundations Investment Advisors, LLC | 0.01% | Reduce -91.3% | 1,823 | $466K |
| Seelaus Asset Management LLC | 0.45% | Reduce -5.2% | 1,820 | $465K |
| Colonial Trust Co / SC | 0.07% | Reduce -1.0% | 1,818 | $465K |
| Sunbeam Capital Management, LLC | 0.44% | No change | 1,813 | $463K |
| Jupiter Wealth Management LLC | 0.28% | No change | 1,683 | $461K |
| Verdence Capital Advisors LLC | 0.04% | No change | 1,795 | $459K |
| KDK Private Wealth Management, LLC | 0.52% | Reduce -0.1% | 1,794 | $458K |
| Summit Wealth Partners, LLC | 0.09% | No change | 1,762 | $450K |
| Lake Street Private Wealth, LLC | 0.07% | Reduce -24.6% | 1,762 | $450K |
| Trifecta Capital Advisors, LLC | 0.09% | No change | 1,737 | $444K |
| GLOBALT Investments LLC / GA | 0.02% | No change | 1,735 | $443K |
| Rialto Wealth Management, LLC | 0.14% | Reduce -1.6% | 1,723 | $440K |
| IHT Wealth Management, LLC | 0.01% | Add +4.4% | 1,720 | $440K |
| Allen Investment Management, LLC | 0.01% | No change | 1,720 | $440K |
| St Germain D J Co. Inc. | 0.02% | Reduce -13.6% | 1,714 | $438K |
| Northstar Financial Companies, Inc. | 0.47% | No change | 1,699 | $434K |
| Athena Investment Management | 0.26% | No change | 1,694 | $433K |
| Joel Isaacson & Co., LLC | 0.02% | Add +1.6% | 1,693 | $433K |
| Castle Wealth Management LLC | 0.17% | No change | 1,692 | $432K |
| Cranbrook Wealth Management, LLC | 0.10% | No change | 1,688 | $431K |
| Investmark Advisory Group LLC | 0.21% | Add +0.1% | 1,683 | $430K |
| Performance Wealth Partners, LLC | 0.02% | Reduce -38.0% | 1,671 | $427K |
| High Falls Advisors, Inc | 0.10% | Add +0.1% | 1,666 | $426K |
| Stratos Wealth Advisors, LLC | 0.02% | New | 1,664 | $425K |
| McGuire Investment Group, LLC | 0.06% | Add +6.6% | 1,658 | $424K |
| Chapin Davis, Inc. | 0.14% | Reduce -2.4% | 1,645 | $420K |
| Tassel Capital Management, Inc. | 0.36% | Add +8.9% | 1,632 | $417K |
| Cascade Wealth Advisors, Inc | 0.29% | No change | 1,718 | $417K |
| Legal & General Group Plc | 0.00% | Reduce -9.9% | 1,630 | $417K |
| Dentgroup LLC | 0.31% | Reduce -2.2% | 1,629 | $416K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -5.2% | 1,629 | $416K |
| Alpine Bank Wealth Management | 0.07% | — | 1,623 | $415K |
| Armor Investment Advisors, LLC | 0.17% | No change | 1,618 | $413K |
| Financial Partners Group, Inc | 0.06% | Add +3.2% | 1,616 | $413K |
| Clear Investment Research, LLC | 0.54% | Add +2.2% | 1,583 | $405K |
| Anderson Hoagland & Co. | 0.05% | No change | 1,790 | $401K |
| Gallagher Fiduciary Advisors, LLC | 0.01% | Add +2.9% | 1,567 | $400K |
| Forum Financial Management, LP | 0.01% | Add +34.4% | 1,563 | $399K |
| Evercore Wealth Management, LLC | 0.01% | Reduce -19.3% | 1,560 | $399K |
| Diversified Portfolios, Inc. | 0.04% | No change | 1,555 | $397K |
| Bangor Savings Bank | 0.04% | No change | 1,552 | $397K |
| Stegner Investment Associates Inc. | 0.28% | No change | 1,549 | $396K |
| Advance Capital Management, Inc. | 0.02% | Add +61.5% | 1,546 | $395K |
| Avaii Wealth Management, LLC | 0.21% | No change | 1,542 | $394K |
| Sandy Spring Bank | 0.02% | No change | 1,535 | $392K |
| SK Wealth Management, LLC | 0.21% | Reduce -6.8% | 1,666 | $391K |
| Polen Capital Management LLC | 0.00% | New | 1,528 | $391K |
| KKM Financial LLC | 0.16% | No change | 1,471 | $386K |
| Jane Street Group, LLC | 0.00% | Add +60.8% | 1,500 | $383K |
| Kanawha Capital Management LLC | 0.03% | Add +88.0% | 1,498 | $383K |
| Sage Capital Management, LLC | 0.21% | Add +0.1% | 1,488 | $380K |
| Essex Investment Management Co. LLC | 0.08% | Add +200.8% | 1,486 | $380K |
| Exencial Wealth Advisors, LLC | 0.01% | Reduce -7.2% | 1,486 | $380K |
| Oxford Financial Group, LTD. LLC | 0.03% | No change | 1,485 | $379K |
| Coastwise Capital Group, LLC | 0.32% | Reduce -0.1% | 1,472 | $376K |
| Montag A & Associates Inc. | 0.02% | Reduce -5.5% | 1,469 | $375K |
| MIdWestOne Financial Group, Inc. | 0.05% | Reduce -1.3% | 1,460 | $373K |
| Vista Capital Partners, Inc. | 0.05% | No change | 1,459 | $373K |
| Diversify Wealth Management, LLC | 0.03% | Reduce -4.9% | 1,461 | $373K |
| Willner & Heller, LLC | 0.34% | Add +0.1% | 1,450 | $371K |
| Chevy Chase Trust Holdings, LLC | 0.00% | Reduce -36.3% | 1,447 | $370K |
| Csenge Advisory Group | 0.02% | Reduce -37.4% | 1,526 | $368K |
| Family Firm, Inc. | 0.08% | Add +0.1% | 1,431 | $366K |
| Thoroughbred Financial Services, LLC | 0.02% | Add +0.1% | 1,428 | $365K |
| CHURCHILL MANAGEMENT Corp | 0.00% | Reduce -99.8% | 1,422 | $363K |
| Croban | 0.33% | Add +4.2% | 1,418 | $362K |
| Centennial Wealth Advisory LLC | 0.13% | Add +8.7% | 1,410 | $360K |
| Gutierrez Wealth Advisory, LLC | 0.29% | Add +2.1% | 1,402 | $358K |
| Key Financial Inc | 0.08% | No change | 1,394 | $356K |
| Eagle Bay Advisors LLC | 0.30% | No change | 1,388 | $355K |
| Empirical Asset Management, LLC | 0.12% | New | 1,384 | $354K |
| GC Wealth Management RIA, LLC | 0.06% | No change | 1,363 | $348K |
| Pegasus Asset Management, Inc. | 0.14% | Reduce -2.1% | 1,357 | $347K |
| PBMares Wealth Management LLC | 0.07% | Reduce -0.4% | 1,355 | $346K |
| RKL Wealth Management LLC | 0.03% | Reduce -8.4% | 1,353 | $346K |
| Adirondack Trust Co. | 0.13% | No change | 1,349 | $345K |
| Evoke Wealth, LLC | 0.01% | No change | 1,341 | $343K |
| Citizens National Bank Trust Department | 0.07% | No change | 1,340 | $342K |
| Arete Wealth Advisors, LLC | 0.03% | Reduce -23.6% | 1,340 | $342K |
| Cardiff Park Advisors, LLC | 0.03% | No change | 1,338 | $342K |
| Consolidated Portfolio Review Corp | 0.05% | Add +0.1% | 1,337 | $342K |
| Klingenstein Fields & Co. LP | 0.01% | No change | 1,335 | $341K |
| Lion Street Advisors, LLC | 0.11% | Reduce -7.9% | 1,334 | $341K |
| Brown Brothers Harriman & Co. | 0.00% | Reduce -3.5% | 1,330 | $340K |
| S&co Inc. | 0.02% | No change | 1,329 | $339K |
| Fayez Sarofim & Co | 0.00% | Reduce -13.2% | 1,314 | $336K |
| Laurel Wealth Advisors LLC | 0.05% | Reduce -1.9% | 1,313 | $336K |
| Strategic Financial Concepts, LLC | 0.06% | Add +7.5% | 1,307 | $334K |
| Epiq Partners, LLC | 0.18% | No change | 1,300 | $332K |
| Investment Advisory Group, LLC | 0.11% | Add +4.3% | 1,296 | $331K |
| Quotient Wealth Partners, LLC | 0.01% | Reduce -0.3% | 1,294 | $331K |
| Clare Market Investments LLC | 0.09% | Reduce -13.6% | 1,287 | $329K |
| Orgel Wealth Management, LLC | 0.01% | Reduce -11.6% | 1,280 | $327K |
| Sax Wealth Advisors, LLC | 0.02% | New | 1,279 | $327K |
| Oder Investment Management, LLC | 0.28% | No change | 1,275 | $326K |
| Nelson Capital Management, LLC | 0.06% | No change | 1,275 | $326K |
| JP Wealth Management, Inc. | 0.26% | No change | 1,847 | $323K |
| Financial Guidance Group, Inc. | 0.17% | No change | 1,260 | $322K |
| Fulton Breakefield Broenniman LLC | 0.02% | Reduce -0.3% | 1,260 | $322K |
| Paladin Advisory Group, LLC | 0.26% | No change | 1,259 | $322K |
| Falcon Wealth Planning | 0.04% | Add +19.6% | 1,250 | $319K |
| Nwam LLC | 0.03% | Reduce -16.1% | 1,237 | $316K |
| Moors & Cabot, Inc. | 0.02% | Reduce -7.5% | 1,236 | $316K |
| Pinnacle Wealth Planning Services, Inc. | 0.05% | Reduce -2.8% | 1,235 | $316K |
| Paragon Capital Management Ltd | 0.06% | No change | 1,231 | $315K |
| 1832 Asset Management L.P. | 0.00% | Add +1.2% | 1,226 | $313K |
| Fiducient Advisors LLC | 0.04% | Reduce -60.7% | 1,216 | $311K |
| Roffman Miller Associates Inc. | 0.02% | Reduce -0.7% | 1,212 | $310K |
| Mascagni Wealth Management, Inc. | 0.31% | No change | 1,207 | $309K |
| Concurrent Investment Advisors, LLC | 0.01% | Add +6.3% | 1,206 | $308K |
| Cynosure Group, LLC | 0.04% | No change | 1,205 | $308K |
| Patten & Patten Inc. | 0.02% | No change | 1,205 | $308K |
| Fiduciary Financial Group, LLC | 0.07% | No change | 1,300 | $306K |
| Curtis Advisory Group, LLC | 0.09% | Add +8.8% | 1,198 | $306K |
| Keystone Wealth Services, LLC | 0.08% | No change | 1,197 | $306K |
| Vaughan David Investments LLC | 0.01% | No change | 1,195 | $305K |
| Certuity, LLC | 0.03% | Reduce -1.6% | 1,191 | $304K |
| Roof Eidam Maycock Peralta, LLC | 0.08% | No change | 1,179 | $301K |
| Allodium Investment Consultants, LLC | 0.22% | No change | 1,172 | $299K |
| Triad Wealth Partners, LLC | 0.09% | Reduce -0.3% | 1,171 | $299K |
| Cordatus Wealth Management LLC | 0.08% | Reduce -0.8% | 1,172 | $299K |
| Embree Financial Group | 0.05% | No change | 1,167 | $298K |
| Trivium Point Advisory, LLC | 0.04% | Reduce -0.5% | 1,164 | $297K |
| First Western Trust Bank | 0.01% | Add +2.5% | 1,161 | $297K |
| Mosaic Family Wealth Partners, LLC | 0.04% | Reduce -0.9% | 1,152 | $294K |
| Russell Investments Group, Ltd. | 0.00% | Add +14.8% | 1,149 | $294K |
| Sapient Capital LLC | 0.01% | New | 1,136 | $290K |
| Smith, Moore & Co. | 0.03% | No change | 1,132 | $289K |
| Selective Wealth Management, Inc. | 0.13% | No change | 1,202 | $288K |
| Patriot Investment Management Group, Inc. | 0.02% | No change | 1,125 | $287K |
| Kaizen Financial Strategies | 0.17% | Reduce -4.3% | 1,125 | $287K |
| Cannell & Spears LLC | 0.01% | Reduce -4.0% | 1,123 | $287K |
| Kera Capital Partners, Inc. | 0.09% | Reduce -95.4% | 1,123 | $287K |
| Strive Asset Management, LLC | 0.20% | Reduce -41.4% | 1,122 | $287K |
| Arbor Investment Advisors, LLC | 0.04% | No change | 1,120 | $286K |
| Cahill Financial Advisors Inc. | 0.04% | Reduce -3.0% | 1,120 | $286K |
| Mutual Advisors, LLC | 0.01% | Reduce -6.8% | 1,134 | $286K |
| Smith Salley Wealth Management | 0.02% | No change | 1,104 | $282K |
| Triumph Capital Management | 0.09% | Reduce -75.5% | 1,093 | $279K |
| Scotia Capital Inc. | 0.00% | No change | 1,086 | $278K |
| Private Trust Co. NA | 0.03% | Reduce -18.5% | 1,082 | $276K |
| FourThought Financial Partners, LLC | 0.03% | Reduce -10.2% | 1,080 | $276K |
| Gerber Kawasaki Wealth & Investment Management | 0.01% | Add +3.4% | 1,070 | $274K |
| Mitchell McLeod Pugh & Williams Inc. | 0.06% | No change | 1,067 | $273K |
| Aprio Wealth Management, LLC | 0.03% | No change | 1,062 | $271K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.04% | Reduce -0.7% | 1,053 | $271K |
| Valmark Advisers, Inc. | 0.00% | Add +18.5% | 1,058 | $270K |
| Avior Wealth Management, LLC | 0.01% | Add +1.3% | 1,055 | $270K |
| First Merchants Corp. | 0.01% | No change | 1,054 | $269K |
| Rosenblum Silverman Sutton S F Inc. | 0.07% | Add +18.3% | 1,048 | $268K |
| Obsidian Cio, LLC | 0.04% | Reduce -0.2% | 1,047 | $268K |
| Destination Wealth Management | 0.01% | Reduce -5.0% | 1,037 | $265K |
| Madison Asset Management, LLC | 0.00% | No change | 1,032 | $264K |
| Delta Financial Group, Inc. | 0.06% | Add +0.1% | 973 | $263K |
| LexAurum Advisors, LLC | 0.05% | Reduce -19.7% | 1,027 | $262K |
| Legacy Advisors, LLC | 0.03% | Add +10.8% | 1,027 | $262K |
| Cordgrass Capital Advisors, LLC | 0.07% | No change | 1,026 | $262K |
| SlateStone Wealth, LLC | 0.03% | No change | 1,027 | $262K |
| BHK Investment Advisors, LLC | 0.11% | No change | 1,024 | $262K |
| Financial Advocates Investment Management | 0.02% | Reduce -47.7% | 1,024 | $262K |
| Caprock Group, LLC | 0.01% | No change | 1,020 | $261K |
| Baker Avenue Asset Management, LP | 0.01% | Reduce -37.5% | 1,019 | $260K |
| Legato Capital Management LLC | 0.04% | New | 1,018 | $260K |
| CGN Advisors LLC | 0.03% | Reduce -2.5% | 1,015 | $259K |
| Central Valley Advisors, LLC | 0.10% | No change | 1,014 | $259K |
| Mezzasalma Advisors, LLC | 0.09% | No change | 1,008 | $258K |
| Holland Advisory Services, Inc. | 0.39% | Add +0.2% | 1,003 | $256K |
| Westover Capital Advisors, LLC | 0.06% | No change | 1,000 | $256K |
| Monograph Wealth Advisors, LLC | 0.03% | No change | 993 | $254K |
| Greenleaf Trust | 0.00% | Reduce -3.6% | 987 | $252K |
| Blue Barn Wealth, LLC | 0.13% | Reduce -3.3% | 985 | $252K |
| Heartwood Wealth Advisors LLC | 0.03% | Add +18.5% | 985 | $252K |
| William Howard & Co Financial Advisors Inc | 0.23% | Reduce -14.6% | 980 | $250K |
| Thompson Siegel & Walmsley LLC | 0.00% | Reduce -8.3% | 979 | $250K |
| Rothschild Capital Partners, LLC | 0.07% | Reduce -20.5% | 976 | $249K |
| Oak Ridge Investments LLC | 0.02% | Reduce -76.6% | 974 | $249K |
| Bank Ozk | 0.10% | No change | 970 | $248K |
| Spinnaker Trust | 0.02% | No change | 965 | $247K |
| Fortis Capital Advisors, LLC | 0.05% | New | 962 | $246K |
| Belpointe Asset Management LLC | 0.01% | Reduce -56.5% | 962 | $246K |
| L & S Advisors Inc | 0.03% | No change | 960 | $245K |
| West Michigan Advisors, LLC | 0.08% | Add +0.1% | 958 | $245K |
| Gotham Asset Management | 0.00% | New | 958 | $245K |
| Uptick Partners, LLC | 0.08% | No change | 957 | $245K |
| Institute for Wealth Management, LLC. | 0.03% | No change | 953 | $244K |
| Wedbush Securities Inc. | 0.01% | No change | 953 | $243K |
| Marco Investment Management LLC | 0.02% | No change | 945 | $241K |
| Trust Co. of Vermont | 0.01% | No change | 935 | $239K |
| Headlands Technologies LLC | 0.03% | New | 932 | $238K |
| Clearwater Capital Advisors, LLC | 0.02% | Add +2.3% | 929 | $237K |
| Viawealth, LLC | 0.15% | No change | 926 | $237K |
| Daymark Wealth Partners, LLC | 0.01% | Reduce -2.8% | 926 | $237K |
| River Wealth Advisors LLC | 0.03% | No change | 920 | $235K |
| Eight 31 Financial, LLC | 0.15% | No change | 918 | $235K |
| Greatmark Investment Partners, Inc. | 0.03% | No change | 917 | $234K |
| TFG Advisers LLC | 0.08% | Reduce -2.4% | 915 | $234K |
| Members Trust Co | 0.01% | Add +0.9% | 908 | $232K |
| Global Wealth Strategies & Associates | 0.07% | No change | 905 | $231K |
| Capital Investment Advisors, LLC | 0.00% | Reduce -4.3% | 904 | $231K |
| Klingman & Associates, LLC | 0.01% | No change | 902 | $230K |
| Baxter Bros Inc. | 0.03% | Reduce -4.6% | 900 | $230K |
| Florida Trust Wealth Management Co | 0.01% | Reduce -0.8% | 900 | $230K |
| Red Tortoise LLC | 0.12% | No change | 892 | $228K |
| Moneco Advisors, LLC | 0.02% | Reduce -23.2% | 890 | $227K |
| RDA Financial Network | 0.07% | No change | 890 | $227K |
| Sigma Investment Counselors Inc. | 0.01% | Reduce -3.9% | 880 | $225K |
| Berkshire Asset Management LLC | 0.01% | No change | 855 | $224K |
| Alexander Labrunerie & Co., Inc. | 0.10% | No change | 878 | $224K |
| MassMutual Private Wealth & Trust, FSB | 0.01% | Reduce -10.3% | 872 | $223K |
| Harbour Capital Advisors, LLC | 0.06% | No change | 913 | $223K |
| Radnor Capital Management, LLC | 0.04% | New | 870 | $222K |
| First National Bank of Omaha | 0.01% | No change | 860 | $220K |
| Dynamic Financial Group | 0.22% | No change | 854 | $218K |
| Gryphon Financial Partners LLC | 0.03% | No change | 853 | $218K |
| Sunpointe, LLC | 0.12% | No change | 850 | $217K |
| Callan Family Office, LLC | 0.02% | Add +12.8% | 843 | $215K |
| GWN Securities Inc. | 0.01% | New | 800 | $215K |
| Proactive Wealth Strategies LLC | 0.11% | Add +0.2% | 843 | $215K |
| Clientfirst Wealth Management, LLC | 0.24% | Reduce -0.1% | 841 | $215K |
| Roanoke Asset Management Corp./ NY | 0.07% | No change | 839 | $214K |
| International Assets Investment Management, LLC | 0.02% | Reduce -10.3% | 826 | $211K |
| Warner Financial, Inc. | 0.09% | Reduce -47.1% | 824 | $211K |
| Presidio Capital Management, LLC | 0.09% | Add +0.6% | 824 | $211K |
| Icon Wealth Advisors, LLC | 0.02% | Add +80.6% | 820 | $210K |
| Cascade Financial Partners, LLC | 0.03% | Add +0.6% | 818 | $209K |
| TFB Advisors LLC | 0.06% | Reduce -6.5% | 812 | $208K |
| IFP Advisors, Inc | 0.01% | Add +5.9% | 802 | $205K |
| Capital Advisors, Ltd. LLC | 0.03% | Reduce -11.1% | 803 | $205K |
| Cladis Investment Advisory, LLC | 0.15% | New | 800 | $204K |
| Birch Hill Investment Advisors LLC | 0.01% | New | 800 | $204K |
| Hancock Whitney Corp. | 0.01% | No change | 800 | $204K |
| Ellis Investment Partners, LLC | 0.04% | Add +0.1% | 798 | $204K |
| Magnus Financial Group LLC | 0.02% | Reduce -13.8% | 795 | $203K |
| Cary Street Partners Financial LLC | 0.01% | No change | 791 | $202K |
| Aviance Capital Partners, LLC | 0.03% | No change | 790 | $202K |
| Opal Wealth Advisors, LLC | 0.06% | Reduce -88.4% | 787 | $201K |
| HFG Advisors, Inc. | 0.17% | No change | 784 | $200K |
| Smithfield Trust Co | 0.01% | Reduce -4.2% | 785 | $200K |
| Angeles Wealth Management, LLC | 0.02% | No change | 780 | $199K |
| Addison Advisors LLC | 0.05% | Reduce -3.2% | 765 | $195K |
| Rothschild Investment LLC | 0.01% | No change | 751 | $192K |
| Mycio Wealth Partners, LLC | 0.04% | Reduce -40.1% | 747 | $191K |
| Evermay Wealth Management LLC | 0.03% | No change | 746 | $191K |
| Rhumbline Advisers | 0.00% | Add +358.6% | 743 | $190K |
| Smartleaf Asset Management LLC | 0.02% | Add +594.3% | 736 | $190K |
| Independence Bank of Kentucky | 0.03% | No change | 736 | $188K |
| Cornerstone Planning Group LLC | 0.04% | Add +3.6% | 728 | $179K |
| Manchester Capital Management LLC | 0.02% | Add +82.3% | 689 | $176K |
| Center for Financial Planning, Inc. | 0.02% | Add +26.4% | 681 | $174K |
| Loomis Sayles & Co. L P | 0.00% | No change | 674 | $172K |
| Farther Finance Advisors, LLC | 0.00% | Add +3.8% | 653 | $167K |
| AlphaCore Capital LLC | 0.01% | New | 635 | $162K |
| Financial Life Planners | 0.15% | No change | 602 | $154K |
| Plante Moran Financial Advisors, LLC | 0.01% | No change | 581 | $148K |
| Financial Perspectives, Inc | 0.05% | Add +0.2% | 577 | $147K |
| Binnacle Investments Inc | 0.11% | — | 570 | $146K |
| BankPlus Trust Department | 0.05% | No change | 570 | $146K |
| First United Bank & Trust | 0.05% | Reduce -6.0% | 562 | $144K |
| Main Management LLC | 0.01% | No change | 544 | $139K |
| Optimum Investment Advisors | 0.07% | No change | 540 | $138K |
| Elevation Wealth Partners, LLC | 0.06% | No change | 537 | $137K |
| Oakworth Capital, Inc. | 0.01% | Add +1.5% | 532 | $136K |
| WealthShield Partners, LLC | 0.02% | Reduce -0.2% | 531 | $136K |
| Atticus Wealth Management, LLC | 0.04% | No change | 513 | $131K |
| Castleark Management LLC | 0.00% | No change | 500 | $128K |
| Peachtree Investment Partners, LLC | 0.05% | Add +0.2% | 492 | $126K |
| Farmers & Merchants Trust Co of Chambersburg PA | 0.04% | Reduce -5.9% | 475 | $121K |
| Family Manage LLC | 0.02% | No change | 471 | $120K |
| Webster Bank, N. A. | 0.01% | No change | 459 | $117K |
| Milestone Investment Advisors LLC | 0.03% | Add +161.1% | 457 | $117K |
| Rice Partnership, LLC | 0.02% | No change | 456 | $117K |
| Lazard Asset Management LLC | 0.00% | No change | 450 | $114K |
| New Age Alpha Advisors, LLC | 0.01% | New | 446 | $114K |
| Bessemer Group Inc. | 0.00% | Reduce -50.5% | 431 | $110K |
| Grove Bank & Trust | 0.01% | No change | 427 | $109K |
| Ancora Advisors LLC | 0.00% | No change | 426 | $109K |
| Arcadia Investment Advisors LLC | 0.06% | No change | 419 | $107K |
| Wealth Advisors of Tampa Bay, LLC | 0.04% | New | 414 | $106K |
| Financial Freedom, LLC | 0.06% | Reduce -31.4% | 410 | $105K |
| North Capital, Inc. | 0.10% | — | 396 | $101K |
| 2UniFi Bank | 0.06% | Reduce -12.2% | 360 | $100K |
| Asset Dedication, LLC | 0.01% | No change | 389 | $99K |
| Deutsche Bank AG | 0.00% | No change | 388 | $99K |
| BOK Financial Private Wealth, Inc. | 0.01% | No change | 387 | $99K |
| United Community Bank | 0.04% | No change | 387 | $99K |
| Tidemark, LLC | 0.03% | Add +0.3% | 370 | $95K |
| Arcadia Investment Management Corp. | 0.02% | No change | 360 | $92K |
| Centennial Bank | 0.04% | Add +43.4% | 357 | $91K |
| Trust Co | 0.01% | No change | 344 | $88K |
| Mb, Levis & Associates, LLC | 0.04% | No change | 324 | $83K |
| Tsfg, LLC | 0.02% | Reduce -19.8% | 316 | $81K |
| Continuum Advisory, LLC | 0.01% | Reduce -1.3% | 306 | $78K |
| Murphy & Mullick Capital Management Corp | 0.07% | No change | 303 | $77K |
| City State Bank | 0.03% | No change | 300 | $77K |
| HighMark Wealth Management LLC | 0.04% | No change | 287 | $73K |
| Atlas Capital Advisors Inc. | 0.01% | No change | 278 | $71K |
| SouthState Bank Corp | 0.00% | Add +38.0% | 269 | $69K |
| HHM Wealth Advisors, LLC | 0.01% | No change | 265 | $68K |
| Princeton Global Asset Management LLC | 0.01% | Reduce -46.7% | 265 | $68K |
| ORG Partners LLC | 0.02% | Reduce -96.6% | 251 | $66K |
| Winthrop Capital Management, LLC | 0.02% | No change | 255 | $65K |
| Glen Eagle Advisors, LLC | 0.01% | No change | 254 | $65K |
| Tortoise Investment Management, LLC | 0.01% | No change | 249 | $64K |
| SYM FINANCIAL Corp | 0.01% | Add +75.7% | 246 | $63K |
| Union Savings Bank | 0.03% | Reduce -2.4% | 245 | $63K |
| Bear Mountain Capital, Inc. | 0.02% | No change | 221 | $56K |
| CNB Bank | 0.03% | No change | 220 | $56K |
| Kestra Investment Management, LLC | 0.00% | New | 220 | $56K |
| CENTRAL TRUST Co | 0.00% | No change | 219 | $56K |
| West Paces Advisors Inc. | 0.01% | No change | 216 | $55K |
| Wealth Preservation Advisors, LLC | 0.04% | — | 214 | $55K |
| General Partner, Inc. | 0.03% | No change | 200 | $51K |
| Realta Investment Advisors | 0.02% | Reduce -16.7% | 200 | $51K |
| Versant Capital Management, Inc | 0.01% | Add +115.2% | 198 | $51K |
| Archer Investment Corp | 0.01% | No change | 195 | $50K |
| Jackson Hole Capital Partners, LLC | 0.01% | No change | 192 | $49K |
| Claris Financial LLC | 0.03% | No change | 166 | $48K |
| Horizon Bancorp Inc. | 0.03% | No change | 182 | $47K |
| Hanson & Doremus Investment Management | 0.01% | Add +240.7% | 184 | $47K |
| Coston, McIsaac & Partners | 0.01% | No change | 183 | $46K |
| Semmax Financial Advisors Inc. | 0.01% | Add +0.6% | 175 | $46K |
| Mendota Financial Group, LLC | 0.05% | No change | 170 | $43K |
| SRH Advisors, LLC | 0.01% | No change | 169 | $43K |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 142 | $41K |
| National Bank of Canada | 0.00% | Add +15.1% | 160 | $41K |
| Sage Mountain Advisors LLC | 0.00% | Reduce -8.7% | 157 | $40K |
| GAMMA Investing LLC | 0.00% | No change | 156 | $40K |
| Gleason Group, Inc. | 0.01% | No change | 155 | $40K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 155 | $39K |
| Promus Capital, LLC | 0.03% | No change | 153 | $39K |
| Parvin Asset Management, LLC | 0.04% | No change | 150 | $38K |
| Dagco, Inc. | 0.01% | New | 150 | $38K |
| Syntax Research, Inc. | 0.03% | No change | 146 | $37K |
| Insight Inv LLC | 0.03% | Reduce -24.3% | 143 | $37K |
| Sunbelt Securities, Inc. | 0.00% | Reduce -7.7% | 143 | $36K |
| Bernard Wealth Management Corp. | 0.02% | Add +118.5% | 142 | $36K |
| North Star Investment Management Corp. | 0.00% | Reduce -63.6% | 140 | $36K |
| Perkins Coie Trust Co | 0.01% | No change | 140 | $36K |
| Hurley Capital, LLC | 0.03% | No change | 135 | $35K |
| Financial Gravity Asset Management, Inc. | 0.01% | — | 134 | $34K |
| WASHINGTON TRUST Co | 0.00% | No change | 132 | $34K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -97.3% | 132 | $34K |
| Peoples Bank | 0.02% | No change | 123 | $31K |
| Guardian Wealth Advisors, LLC / NC | 0.00% | Reduce -39.8% | 118 | $30K |
| Pinnacle Bancorp, Inc. | 0.01% | Reduce -7.3% | 115 | $29K |
| GPS Wealth Strategies Group, LLC | 0.00% | No change | 115 | $29K |
| Cedar Mountain Advisors, LLC | 0.01% | Add +137.5% | 114 | $29K |
| Frazier Financial Advisors, LLC | 0.02% | No change | 110 | $28K |
| Beacon Capital Management, LLC | 0.00% | Reduce -18.9% | 107 | $27K |
| Runnymede Capital Advisors, Inc. | 0.02% | No change | 100 | $26K |
| WPG Advisers, LLC | 0.02% | Reduce -34.7% | 96 | $25K |
| McIlrath & Eck, LLC | 0.00% | No change | 95 | $24K |
| EPG Wealth Management LLC | 0.01% | No change | 93 | $24K |
| Pflug Koory, LLC | 0.01% | No change | 90 | $23K |
| Clearstead Trust, LLC | 0.01% | No change | 88 | $22K |
| West Branch Capital LLC | 0.01% | Reduce -40.9% | 88 | $22K |
| Mattson Financial Services, LLC | 0.01% | No change | 84 | $21K |
| Cloud Capital Management, LLC | 0.01% | — | 83 | $21K |
| PFS Partners, LLC | 0.01% | No change | 81 | $21K |
| Sound Income Strategies, LLC | 0.00% | No change | 80 | $20K |
| Pandora Wealth, Inc. | 0.01% | — | 80 | $20K |
| City Holding Co. | 0.00% | No change | 80 | $20K |
| Transce3nd, LLC | 0.01% | No change | 76 | $19K |
| Nalls Sherbakoff Group, LLC | 0.02% | — | 75 | $19K |
| Atwood & Palmer Inc. | 0.00% | No change | 75 | $19K |
| Abound Wealth Management | 0.01% | No change | 68 | $17K |
| CoreCap Advisors, LLC | 0.00% | Reduce -26.7% | 66 | $17K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.01% | No change | 64 | $16K |
| Olde Wealth Management, LLC | 0.01% | New | 63 | $16K |
| Atlantic Edge Private Wealth Management, LLC | 0.00% | No change | 58 | $15K |
| MCF Advisors LLC | 0.00% | No change | 58 | $15K |
| Quest 10 Wealth Builders, Inc. | 0.02% | No change | 56 | $14K |
| Founders Financial Alliance, LLC | 0.00% | No change | 54 | $14K |
| Wolff Wiese Magana LLC | 0.01% | No change | 52 | $13K |
| Richardson Financial Services Inc. | 0.01% | Reduce -27.8% | 52 | $13K |
| Wood Tarver Financial Group, LLC | 0.00% | No change | 51 | $13K |
| JNBA Financial Advisors | 0.00% | Reduce -7.4% | 50 | $13K |
| Rise Advisors, LLC | 0.01% | No change | 49 | $13K |
| Integrity Financial Corp | 0.01% | No change | 48 | $12K |
| Salomon & Ludwin, LLC | 0.00% | No change | 48 | $12K |
| Signaturefd, LLC | 0.00% | Reduce -90.3% | 47 | $12K |
| Avion Wealth | 0.00% | No change | 42 | $12K |
| one8zero8, LLC | 0.00% | No change | 45 | $11K |
| Creative Financial Designs Inc. | 0.00% | Reduce -35.8% | 43 | $11K |
| Bogart Wealth, LLC | 0.00% | Reduce -62.6% | 43 | $11K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | No change | 41 | $10K |
| Bfsg, LLC | 0.00% | New | 40 | $10K |
| MPWM Advisory Solutions, LLC | 0.01% | No change | 39 | $10K |
| SIMA Wealth Partners, LLC | 0.01% | No change | 38 | $10K |
| Global Trust Asset Management, LLC | 0.01% | No change | 37 | $10K |
| Salem Investment Counselors Inc. | 0.00% | No change | 37 | $9K |
| Legacy Wealth Managment, LLC | 0.01% | No change | 36 | $9K |
| Johnson Financial Group, Inc. | 0.00% | Reduce -29.4% | 36 | $9K |
| Hoese & Co LLP | 0.01% | No change | 34 | $9K |
| LRI Investments, LLC | 0.00% | No change | 34 | $9K |
| Caldwell Sutter Capital, Inc. | 0.00% | No change | 33 | $8K |
| Evelyn Partners Asset Management Ltd | 0.00% | No change | 33 | $8K |
| Investors Research Corp | 0.00% | No change | 33 | $8K |
| Glassman Wealth Services | 0.00% | Reduce -63.7% | 33 | $8K |
| Anchor Investment Management, LLC | 0.00% | No change | 32 | $8K |
| Missouri Trust & Investment Co | 0.00% | No change | 30 | $8K |
| Granite Investment Partners, LLC | 0.00% | Reduce -96.5% | 30 | $8K |
| Kessler Investment Group, LLC | 0.00% | Add +107.1% | 29 | $7K |
| Curio Wealth, LLC | 0.00% | Reduce -96.0% | 1 | $7K |
| Twin Lakes Capital Management, LLC | 0.00% | New | 26 | $7K |
| Ameriflex Group, Inc. | 0.00% | No change | 25 | $6K |
| Richardson Capital Management LLC | 0.00% | Reduce -88.3% | 25 | $6K |
| Signature Resources Capital Management, LLC | 0.01% | Add +300.0% | 24 | $6K |
| Aventura Private Wealth, LLC | 0.00% | Reduce -66.2% | 22 | $6K |
| Capital A Wealth Management, LLC | 0.01% | Add +122.2% | 20 | $5K |
| Cherry Tree Wealth Management, LLC | 0.00% | No change | 20 | $5K |
| Biltmore Family Office, LLC | 0.00% | No change | 20 | $5K |
| Mascoma Wealth Management LLC | 0.00% | Reduce -55.6% | 16 | $4K |
| Ascentis Wealth Management, LLC | 0.00% | New | 15 | $4K |
| Global Financial Private Client, LLC | 0.00% | No change | 15 | $4K |
| CVA Family Office, LLC | 0.00% | No change | 15 | $4K |
| Raleigh Capital Management Inc. | 0.00% | Reduce -48.1% | 14 | $4K |
| Medallion Wealth Advisors, LLC | 0.00% | No change | 13 | $3K |
| Atala Financial Inc | 0.00% | Reduce -68.3% | 13 | $3K |
| Hamilton Point Investment Advisors, LLC | 0.00% | New | 13 | $3K |
| Capital Investment Advisory Services, LLC | 0.00% | Add +160.0% | 13 | $3K |
| Brooklyn Investment Group | 0.00% | No change | 12 | $3K |
| Broadwater Capital Management LLC | 0.00% | No change | 11 | $3K |
| Game Plan Financial Advisors, LLC | 0.00% | Reduce -60.0% | 10 | $3K |
| Maryland Capital Advisors Inc. | 0.00% | No change | 9 | $2K |
| Halbert Hargrove Global Advisors, LLC | 0.00% | No change | 8 | $2K |
| Marshall & Sterling Wealth Advisors Inc. | 0.00% | No change | 7 | $2K |
| Concord Wealth Partners | 0.00% | No change | 6 | $2K |
| Prudent Man Investment Management, Inc. | 0.00% | No change | 5 | $1K |
| Activest Wealth Management | 0.00% | No change | 5 | $1K |
| Millstone Evans Group, LLC | 0.00% | No change | 4 | $1K |
| Provident Wealth Management, LLC | 0.00% | No change | 4 | $1K |
| Operose Advisors LLC | 0.00% | No change | 4 | $1K |
| Darwin Wealth Management, LLC | 0.00% | No change | 2 | $578 |
| Prestige Wealth Management Group LLC | 0.00% | No change | 2 | $512 |
| Fiduciary Wealth Partners, LLC | 0.00% | — | 1 | $256 |
| Keystone Global Partners, LLC | 0.00% | — | 1 | $256 |
| Morton Brown Family Wealth, LLC | 0.00% | No change | 1 | $256 |
| Hexagon Capital Partners LLC | 0.00% | No change | 1 | $256 |
"% of holder's portfolio" is IWO's weight in each manager's 13F, not the share of iShares Russell 2000 Growth the manager owns.