iShares Russell 2000 GrowthIWOETF
13F holders, Q3 2025 (September 30)991holders +30
91new positions
48sold out
6famous investors
$320.06avg. 13F price*
At the end of Q3 2025, 991 institutions reported holding iShares Russell 2000 Growth (IWO) in their 13F filings, up 30 from Q2 2025. 91 opened new positions and 48 sold out. The largest holders were Bank of America Corp. ($1.2B), Morgan Stanley ($798.8M) and Barings LLC ($519.6M). 6 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio), Joel Greenblatt (0.0% of Gotham Asset Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- iShares Russell 2000 Growth
- CUSIP
- 464287648
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 91 | $31.9M |
| Exits | 48 | $96.8M |
All 13F filers, Q2 2025 → Q3 2025: 1,343,658 shares bought and 1,709,864 shares sold, net −366,206 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 991 holders
| Bank of America Corp. | 0.09% | Reduce -4.5% | 3,754,768 | $1.2B |
| Morgan Stanley | 0.05% | Reduce -5.9% | 2,495,958 | $798.8M |
| Barings LLC | 10.17% | Reduce -2.8% | 1,624,450 | $519.6M |
| Tiaa Trust, National Association | 1.06% | Reduce -0.3% | 1,371,062 | $438.7M |
| Envestnet Asset Management Inc. | 0.10% | Add +1.4% | 1,067,852 | $341.8M |
| JPMorgan Chase & Co. | 0.02% | Add +73.3% | 975,628 | $312.2M |
| Cassaday & Co Wealth Management LLC | 6.72% | Add +1.1% | 911,147 | $291.6M |
| Wells Fargo & Company | 0.05% | Reduce -2.3% | 730,115 | $233.7M |
| PNC Financial Services Group, Inc. | 0.12% | Add +2.4% | 621,484 | $198.9M |
| Goldman Sachs Group Inc. | 0.03% | Add +5.2% | 572,336 | $183.2M |
| LPL Financial LLC | 0.05% | Add +5.2% | 552,665 | $176.9M |
| Cohen Klingenstein LLC | 5.27% | Reduce -1.2% | 526,042 | $168.4M |
| D.A. Davidson & Co. | 1.07% | Add +1.8% | 521,555 | $166.9M |
| Commonwealth Equity Services, LLC | 0.20% | Reduce -1.8% | 479,151 | $153.3M |
| UBS Group AG | 0.03% | Reduce -4.2% | 473,140 | $151.4M |
| Northern Trust Corp. | 0.02% | Add +0.7% | 436,973 | $139.8M |
| Raymond James Financial Inc. | 0.04% | Add +4.0% | 383,513 | $122.7M |
| M&T Bank Corp | 0.38% | Reduce -3.2% | 354,920 | $113.6M |
| Royal Bank of Canada | 0.02% | Add +0.7% | 337,886 | $108.1M |
| State Street Corp. | 0.00% | No change | 296,866 | $95.0M |
| FMR LLC | 0.00% | Reduce -47.1% | 288,233 | $92.2M |
| Financial Engines Advisors L.L.C. | 0.16% | Reduce -6.8% | 266,820 | $85.4M |
| US Bancorp \de | 0.10% | Add +58.9% | 258,453 | $82.7M |
| Alliancebernstein L.P. | 0.03% | Reduce -0.3% | 251,515 | $80.5M |
| Cetera Investment Advisers | 0.09% | Reduce -4.5% | 247,829 | $79.3M |
| BNP Paribas Financial Markets | 0.06% | Reduce -1.4% | 242,085 | $77.5M |
| Commerce Bank | 0.40% | Reduce -5.3% | 226,340 | $72.4M |
| Bank of New York Mellon Corp | 0.01% | Reduce -9.6% | 219,988 | $70.4M |
| Badgley Phelps Wealth Managers, LLC | 1.46% | Add +1.1% | 216,694 | $69.4M |
| AE Wealth Management LLC | 0.44% | Add +12.9% | 214,511 | $68.7M |
| Corient Private Wealth LP | 0.10% | Reduce -11.3% | 205,677 | $65.8M |
| Wealth Enhancement Advisory Services, LLC | 0.09% | Reduce -3.2% | 176,147 | $57.1M |
| Creative Planning | 0.04% | Reduce -0.9% | 174,907 | $56.0M |
| Sei Investments Co. | 0.06% | Reduce -6.4% | 170,642 | $54.6M |
| Brown Advisory Inc. | 0.07% | Reduce -7.4% | 166,426 | $53.3M |
| Keybank National Association | 0.16% | Reduce -4.9% | 145,321 | $46.5M |
| Barclays PLC | 0.02% | Add +268.1% | 141,254 | $45.2M |
| Cresset Asset Management, LLC | 0.20% | Add +2.5% | 139,292 | $44.6M |
| Ameriprise Financial Inc. | 0.01% | Add +3.8% | 134,681 | $43.1M |
| Pathstone Holdings, LLC | 0.16% | Reduce -4.2% | 128,086 | $41.0M |
| Truist Financial Corp. | 0.06% | Reduce -3.1% | 126,867 | $40.6M |
| Northwestern Mutual Wealth Management Co. | 0.03% | Reduce -1.5% | 126,205 | $40.4M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.07% | Add +49.4% | 121,000 | $38.7M |
| Choreo, LLC | 0.46% | Reduce -4.1% | 110,122 | $35.2M |
| Pacific Life Fund Advisors LLC | 3.52% | Add +31.2% | 107,130 | $34.3M |
| Fort Washington Investment Advisors Inc. | 0.18% | No change | 105,284 | $33.7M |
| Rockefeller Capital Management L.P. | 0.07% | Add +7.5% | 104,769 | $33.5M |
| Jones Financial Companies LLLP | 0.02% | Add +10.2% | 102,978 | $32.9M |
| MAI Capital Management | 0.20% | Reduce -1.5% | 100,192 | $32.1M |
| Orion Porfolio Solutions, LLC | 0.23% | Reduce -19.0% | 90,994 | $29.1M |
| Yarbrough Capital, LLC | 0.90% | Reduce -5.9% | 90,335 | $28.9M |
| Silvercrest Asset Management Group LLC | 0.19% | Add +0.3% | 89,706 | $28.7M |
| WoodTrust Financial Corp | 3.39% | Reduce -1.9% | 88,968 | $28.5M |
| Osaic Holdings, Inc. | 0.04% | Add +33.9% | 86,652 | $27.3M |
| Moneta Group Investment Advisors LLC | 0.21% | Add +4.7% | 84,443 | $27.0M |
| Bank of Montreal | 0.01% | Add +4.7% | 79,227 | $25.4M |
| Hantz Financial Services, Inc. | 0.38% | Reduce -0.4% | 79,047 | $25.3M |
| Stifel Financial Corp. | 0.02% | Add +12.7% | 77,965 | $25.0M |
| Captrust Financial Advisors | 0.05% | Reduce -1.1% | 75,847 | $24.3M |
| Stephens Group Asset Management, LLC | 1.61% | Add +121.2% | 74,835 | $24.0M |
| Focus Partners Wealth | 0.04% | Add +8.9% | 74,380 | $23.8M |
| VAUGHAN & Co SECURITIES, INC. | 12.42% | Add +1.0% | 73,054 | $23.4M |
| Comerica Bank | 0.09% | Reduce -14.1% | 70,801 | $22.7M |
| Geneva Capital Management LLC | 0.39% | Add +109.3% | 70,790 | $22.7M |
| MML Investors Services, LLC | 0.06% | Reduce -1.2% | 68,892 | $22.0M |
| HighTower Advisors, LLC | 0.03% | Reduce -1.4% | 68,793 | $22.0M |
| Waldron Private Wealth LLC | 0.88% | Reduce -0.6% | 67,930 | $21.7M |
| Droms Strauss Advisors Inc. /Mo/ | 6.24% | Add +8.8% | 67,231 | $21.5M |
| Citigroup Inc. | 0.01% | Add +21.7% | 65,829 | $21.1M |
| Cerity Partners LLC | 0.03% | Reduce -1.0% | 63,778 | $20.4M |
| Mariner, LLC | 0.03% | Add +1.6% | 63,727 | $20.4M |
| Powell Investment Advisors, LLC | 6.79% | Reduce -2.0% | 60,627 | $19.4M |
| BlackRock, Inc. | 0.00% | Add +33.3% | 58,867 | $18.8M |
| Confluence Wealth Services, Inc. | 0.92% | Add +8.6% | 58,102 | $18.6M |
| Kestra Advisory Services, LLC | 0.08% | Reduce -0.6% | 55,233 | $17.7M |
| AMG National Trust Bank | 0.43% | Reduce -2.1% | 55,128 | $17.6M |
| Axiom Investors LLC | 0.13% | Add +190.9% | 54,100 | $17.3M |
| Avantax Planning Partners, Inc. | 0.49% | Reduce -2.5% | 53,922 | $17.3M |
| TimesSquare Capital Management, LLC | 0.23% | Reduce -39.9% | 51,100 | $16.4M |
| Fifth Third Bancorp | 0.05% | Reduce -0.4% | 49,791 | $15.9M |
| Flaharty Asset Management, LLC | 2.01% | Add +2.0% | 49,269 | $15.8M |
| Wealthspire Advisors, LLC | 0.08% | Add +0.6% | 48,336 | $15.5M |
| Baird Financial Group, Inc. | 0.02% | Add +4.0% | 48,200 | $15.4M |
| Courier Capital LLC | 0.86% | Add +1.8% | 46,915 | $15.0M |
| LMG Wealth Partners, LLC | 2.69% | Add +1.2% | 45,191 | $14.5M |
| Wellington Management Group LLP | 0.00% | Reduce -75.8% | 45,066 | $14.4M |
| Two Sigma Investments, LP | 0.02% | Reduce -50.8% | 45,009 | $14.4M |
| Steward Partners Investment Advisory, LLC | 0.08% | Add +0.1% | 44,127 | $14.1M |
| RTD Financial Advisors, Inc. | 1.69% | Reduce -2.3% | 43,890 | $14.0M |
| Shepherd Financial Partners LLC | 1.31% | Reduce -2.2% | 42,928 | $13.7M |
| Tobias Financial Advisors, Inc. | 2.08% | Add +10.2% | 42,815 | $13.7M |
| Whittier Trust Co. of Nevada Inc. | 0.27% | Add +0.8% | 38,784 | $12.6M |
| Blair William & Co. | 0.03% | Add +1.5% | 39,155 | $12.5M |
| NorthCoast Asset Management LLC | 0.05% | Reduce -0.4% | 38,803 | $12.4M |
| Synovus Financial Corp. | 0.14% | Add +0.0% | 38,398 | $12.3M |
| Waverly Advisors, LLC | 0.12% | Add +0.6% | 38,187 | $12.2M |
| Hillcrest Wealth Advisors - NY, LLC | 5.47% | Reduce -2.2% | 38,030 | $12.2M |
| FSA Wealth Management LLC | 4.28% | Add +0.3% | 36,537 | $11.7M |
| William Blair Investment Management, LLC | 0.03% | Reduce -22.2% | 36,160 | $11.6M |
| First Horizon Corp. | 0.53% | — | 35,168 | $11.3M |
| Fuller & Thaler Asset Management, Inc. | 0.04% | Reduce -6.2% | 35,152 | $11.2M |
| Summit Financial, LLC | 0.17% | Reduce -7.7% | 34,432 | $11.0M |
| Thoma Capital Management LLC | 6.24% | Reduce -4.0% | 33,937 | $10.9M |
| Fund Evaluation Group, LLC | 0.38% | No change | 32,658 | $10.5M |
| Quent Capital, LLC | 0.86% | Reduce -2.4% | 32,023 | $10.2M |
| Franklin Resources Inc. | 0.00% | Add +29.6% | 31,583 | $10.1M |
| NewEdge Advisors, LLC | 0.05% | Add +3.6% | 30,978 | $9.9M |
| Mercer Global Advisors Inc. | 0.02% | Add +5.4% | 30,108 | $9.6M |
| Stephens Inc. | 0.12% | Reduce -0.6% | 29,824 | $9.5M |
| Corundum Group, Inc. | 3.80% | Reduce -0.5% | 28,904 | $9.3M |
| Fortis Group Advisors, LLC | 1.55% | Add +76.9% | 27,172 | $9.0M |
| Covenant Partners, LLC | 2.49% | Reduce -7.5% | 27,431 | $8.8M |
| Team Hewins, LLC | 2.95% | Reduce -2.3% | 27,264 | $8.7M |
| Oldfather Financial Services, LLC | 2.71% | Add +3.3% | 27,205 | $8.7M |
| CIBC Private Wealth Group LLC | 0.01% | Add +1.3% | 26,807 | $8.6M |
| Sanctuary Advisors, LLC | 0.05% | Reduce -1.5% | 26,597 | $8.5M |
| Erickson Financial Group, LLC | 5.31% | Reduce -0.6% | 26,444 | $8.5M |
| One Capital Management, LLC | 0.27% | Reduce -2.3% | 26,139 | $8.4M |
| Assetmark, Inc. | 0.02% | Add +1011.0% | 26,043 | $8.3M |
| Sequent Asset Management, LLC | 3.90% | No change | 25,631 | $8.2M |
| LBJ Family Wealth Advisors, Ltd. | 4.46% | Reduce -1.1% | 25,566 | $8.2M |
| 360 Financial, Inc. | 2.63% | Reduce -0.0% | 25,534 | $8.2M |
| Modera Wealth Management, LLC | 0.09% | Reduce -6.8% | 25,081 | $8.0M |
| Johnson Investment Counsel Inc. | 0.07% | Add +0.3% | 24,997 | $8.0M |
| Bokf, NA | 0.11% | Add +0.6% | 23,695 | $7.6M |
| Whittier Trust Co. | 0.09% | Reduce -2.2% | 23,276 | $7.6M |
| Savant Capital, LLC | 0.04% | Reduce -0.7% | 23,001 | $7.4M |
| Glenmede Investment Management, LP | 0.04% | Add +0.1% | 22,646 | $7.2M |
| Idaho Trust Co | 2.44% | Add +17.1% | 22,646 | $7.2M |
| LWM Advisors Inc. | 6.39% | Add +1.6% | 22,215 | $7.1M |
| HB Wealth Management, LLC | 0.05% | Add +1.0% | 21,737 | $7.0M |
| Occidental Asset Management, LLC | 0.86% | Add +7.3% | 21,465 | $6.9M |
| Fiduciary Trust Co | 0.08% | Reduce -0.2% | 21,453 | $6.9M |
| Kestra Private Wealth Services, LLC | 0.09% | Add +2.4% | 21,313 | $6.8M |
| Equitable Holdings, Inc. | 0.05% | Add +23.3% | 21,280 | $6.8M |
| Ieq Capital, LLC | 0.02% | Add +0.3% | 21,193 | $6.8M |
| Noble Family Wealth, LLC | 1.48% | No change | 20,968 | $6.7M |
| Citadel Advisors | 0.01% | Add +290.3% | 20,131 | $6.4M |
| XML Financial, LLC | 0.52% | Reduce -2.6% | 20,019 | $6.4M |
| Avidian Wealth Enterprises, LLC | 0.24% | Reduce -25.9% | 19,766 | $6.3M |
| Jane Street Group, LLC | 0.01% | Add +409.6% | 19,745 | $6.3M |
| Macquarie Group Ltd. | 0.01% | Reduce -21.7% | 19,490 | $6.2M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Add +8.4% | 19,266 | $6.2M |
| Rodgers & Associates, LTD | 0.63% | Reduce -1.8% | 19,211 | $6.1M |
| Harbor Investment Advisory, LLC | 0.51% | Reduce -0.8% | 19,184 | $6.1M |
| Foundation Wealth Management, LLC | 4.17% | Reduce -4.3% | 19,140 | $6.1M |
| Bailard, Inc. | 0.13% | Add +0.1% | 18,888 | $6.0M |
| Prudential Financial Inc. | 0.01% | No change | 18,884 | $6.0M |
| Mechanics Bank Trust Department | 0.84% | Reduce -0.0% | 18,686 | $6.0M |
| Quantum Portfolio Management LLC | 1.77% | Add +113.7% | 18,657 | $6.0M |
| InvesTrust | 2.18% | Reduce -0.1% | 18,589 | $5.9M |
| Tritonpoint Wealth, LLC | 0.51% | Reduce -2.6% | 18,499 | $5.9M |
| Coldstream Capital Management Inc. | 0.08% | Reduce -2.0% | 18,388 | $5.9M |
| Quadrant Capital Group LLC | 0.19% | Add +20.6% | 18,366 | $5.9M |
| Future Fund LLC | 2.07% | No change | 18,311 | $5.9M |
| Natixis Advisors, LLC | 0.01% | Add +6.5% | 17,328 | $5.5M |
| Farmers & Merchants Investments Inc. | 0.16% | Reduce -1.0% | 17,311 | $5.5M |
| Beacon Pointe Advisors, LLC | 0.05% | Add +61.2% | 17,102 | $5.5M |
| Bishop & Co Investment Management, LLC | 1.82% | Reduce -0.1% | 16,977 | $5.4M |
| First Citizens Bank & Trust Co. | 0.11% | Add +2.7% | 16,603 | $5.3M |
| Envestnet Portfolio Solutions, Inc. | 0.02% | Add +0.8% | 16,399 | $5.2M |
| Cullen/Frost Bankers, Inc. | 0.06% | Reduce -0.9% | 15,997 | $5.1M |
| Cwm, LLC | 0.02% | Reduce -0.6% | 15,877 | $5.1M |
| Stock Yards Bank & Trust Co. | 0.15% | Add +6.4% | 14,979 | $4.8M |
| Lowery Thomas, LLC | 2.76% | Reduce -1.9% | 14,932 | $4.8M |
| Flow Traders U.S. LLC | 0.19% | Add +15.6% | 14,336 | $4.6M |
| Carbahal Olsen Financial Services Group, LLC | 3.68% | Reduce -3.1% | 14,322 | $4.6M |
| Crescent Grove Advisors, LLC | 0.44% | Reduce -1.7% | 14,302 | $4.6M |
| Finley Financial, LLC | 2.10% | No change | 14,195 | $4.5M |
| Welch & Forbes LLC | 0.05% | Reduce -1.6% | 13,985 | $4.5M |
| Great Valley Advisor Group, Inc. | 0.09% | Reduce -0.8% | 13,513 | $4.3M |
| Connective Capital Management, LLC | 3.95% | No change | 13,453 | $4.3M |
| DT Investment Partners, LLC | 0.36% | No change | 13,294 | $4.3M |
| Ashton Thomas Private Wealth, LLC | 0.11% | Add +293.2% | 13,222 | $4.2M |
| Regions Financial Corp. | 0.03% | Reduce -0.8% | 13,073 | $4.2M |
| Stevens Capital Partners | 1.25% | Reduce -0.5% | 13,049 | $4.2M |
| Pinnacle Associates Ltd. | 0.05% | Reduce -1.9% | 12,806 | $4.1M |
| Larson Financial Group LLC | 0.14% | Reduce -3.4% | 12,507 | $4.0M |
| AQR Capital Management | 0.00% | Add +9.8% | 12,204 | $3.9M |
| LGL Partners, LLC | 1.65% | Add +0.1% | 12,088 | $3.9M |
| Bare Financial Services, Inc | 1.15% | No change | 12,070 | $3.9M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -7.2% | 11,991 | $3.8M |
| Montecito Bank & Trust | 0.59% | — | 11,912 | $3.8M |
| Vance Wealth, LLC | 1.17% | Add +6.4% | 11,876 | $3.8M |
| Carnegie Investment Counsel | 0.07% | Reduce -1.1% | 11,839 | $3.8M |
| RPg Family Wealth Advisory, LLC | 0.83% | Reduce -2.9% | 11,821 | $3.8M |
| Ariston Services Group | 2.28% | Reduce -0.1% | 11,797 | $3.8M |
| Simon Quick Advisors, LLC | 0.17% | Add +1.9% | 11,737 | $3.8M |
| Echo45 Advisors LLC | 2.19% | Add +1.3% | 11,679 | $3.7M |
| Tradition Wealth Management, LLC | 0.28% | Reduce -0.1% | 11,678 | $3.7M |
| Instrumental Wealth, LLC | 2.61% | Add +16.0% | 11,387 | $3.7M |
| Mill Creek Capital Advisors, LLC | 0.08% | Add +8.4% | 11,619 | $3.7M |
| St. Louis Trust Co | 0.46% | No change | 11,467 | $3.7M |
| Midwest Trust Co | 0.05% | Reduce -2.6% | 11,397 | $3.6M |
| CFS Investment Advisory Services, LLC | 0.26% | Reduce -1.3% | 10,675 | $3.5M |
| Stratos Wealth Partners, LTD. | 0.04% | Add +3.3% | 10,908 | $3.5M |
| Lido Advisors, LLC | 0.01% | Add +13.5% | 10,684 | $3.4M |
| Stephen J. Garry & Associates, LLC | 2.71% | Add +0.2% | 10,600 | $3.4M |
| Brighton Jones LLC | 0.08% | Add +2.4% | 10,475 | $3.4M |
| Atlas Brown,Inc. | 0.98% | Add +0.0% | 10,345 | $3.3M |
| Moody LYNN Lieberson & Walker, LLC | 0.18% | No change | 10,299 | $3.3M |
| Parkside Financial Bank & Trust | 0.25% | Reduce -6.0% | 10,231 | $3.3M |
| MV Capital Management, Inc. | 0.31% | Reduce -0.2% | 10,055 | $3.2M |
| Golden State Wealth Management, LLC | 0.35% | Reduce -3.5% | 10,035 | $3.2M |
| T. Rowe Price Associates Inc. | 0.00% | Add +8.4% | 9,956 | $3.2M |
| Clearstead Advisors, LLC | 0.05% | Add +1.3% | 9,949 | $3.2M |
| Prospera Financial Services Inc | 0.05% | Reduce -21.1% | 9,887 | $3.2M |
| Fifth Third Securities, Inc. | 0.22% | Reduce -3.9% | 9,843 | $3.2M |
| CreativeOne Wealth, LLC | 0.08% | Add +5.3% | 9,843 | $3.2M |
| Oppenheimer & Co. Inc. | 0.04% | Reduce -37.3% | 9,819 | $3.1M |
| Grey Fox Wealth Advisors, LLC | 0.63% | Reduce -0.1% | 9,694 | $3.1M |
| Rehmann Capital Advisory Group | 0.17% | Reduce -0.5% | 9,493 | $3.0M |
| GTS Securities LLC | 0.12% | Reduce -61.8% | 9,393 | $3.0M |
| Tompkins Financial Corp. | 0.25% | No change | 9,346 | $3.0M |
| Vanguard Group Inc. | 0.00% | Add +0.1% | 9,346 | $3.0M |
| Riverbridge Partners LLC | 0.05% | Add +38.1% | 9,326 | $3.0M |
| Widmann Financial Services, Inc. | 1.83% | Add +6.7% | 9,109 | $2.9M |
| Sand Hill Global Advisors, LLC | 0.10% | No change | 8,984 | $2.9M |
| Sowell Financial Services LLC | 0.11% | Add +9.7% | 8,852 | $2.8M |
| Investment Partners, LTD. | 1.00% | Add +1.6% | 8,841 | $2.8M |
| First Foundation Advisors | 0.10% | Add +4.9% | 8,787 | $2.8M |
| Ashford Capital Management Inc. | 0.31% | New | 8,774 | $2.8M |
| VestGen Advisors, LLC | 0.09% | Add +4.7% | 8,707 | $2.8M |
| HSBC Holdings PLC | 0.00% | Reduce -73.7% | 8,629 | $2.8M |
| Kayne Anderson Rudnick Investment Management LLC | 0.01% | Reduce -12.3% | 8,598 | $2.8M |
| Corsair Capital Management, L.P. | 0.48% | No change | 8,484 | $2.7M |
| Bartlett & Co. Wealth Management LLC | 0.04% | Reduce -0.2% | 8,440 | $2.7M |
| Wealthfront Advisers LLC | 0.01% | Reduce -6.5% | 8,384 | $2.7M |
| Hilltop Holdings Inc. | 0.14% | Reduce -2.9% | 8,354 | $2.7M |
| 1834 Investment Advisors Co. | 0.33% | Reduce -19.2% | 8,353 | $2.7M |
| Relyea Zuckerberg Hanson LLC | 0.28% | Reduce -2.4% | 8,309 | $2.7M |
| Focus Partners Advisor Solutions, LLC | 0.03% | Add +27.4% | 8,271 | $2.7M |
| Dorsey & Whitney Trust CO LLC | 0.14% | No change | 8,240 | $2.6M |
| My Personal CFO, LLC | 1.01% | New | 8,129 | $2.6M |
| Foundation Wealth Management, LLC\PA | 1.01% | Reduce -5.3% | 8,129 | $2.6M |
| Legacy Edge Advisors, LLC | 0.30% | Reduce -0.1% | 8,078 | $2.6M |
| Citizens Financial Group Inc. | 0.04% | Add +0.3% | 8,044 | $2.6M |
| Whitegate Investment Counselors, Inc. | 0.83% | No change | 7,855 | $2.5M |
| Blue Trust, Inc. | 0.03% | Reduce -0.2% | 7,764 | $2.5M |
| Principal Financial Group Inc. | 0.00% | Add +8.4% | 7,700 | $2.5M |
| FineMark National Bank & Trust | 0.08% | Reduce -4.2% | 7,694 | $2.5M |
| Fiera Capital Corp | 0.01% | Add +146.3% | 7,632 | $2.4M |
| Geneos Wealth Management Inc. | 0.06% | Reduce -10.6% | 7,613 | $2.4M |
| Washington Trust Bank | 0.18% | No change | 7,499 | $2.4M |
| Chemung Canal Trust Co. | 0.47% | No change | 7,321 | $2.3M |
| Private Wealth Asset Management, LLC | 0.28% | Reduce -0.1% | 7,287 | $2.3M |
| Legacy Bridge, LLC | 0.96% | Add +0.4% | 7,232 | $2.3M |
| Primoris Wealth Advisors, LLC | 1.47% | Add +4.3% | 7,201 | $2.3M |
| Susquehanna International Group, LLP | 0.00% | Reduce -78.0% | 7,164 | $2.3M |
| Visionary Wealth Advisors | 0.11% | Reduce -2.6% | 7,091 | $2.3M |
| Gotham Asset Management | 0.01% | No change | 7,064 | $2.3M |
| Zions Bancorporation, National Association | 0.11% | Reduce -42.2% | 7,007 | $2.2M |
| Grey Ledge Advisors, LLC | 0.50% | Add +16.7% | 6,854 | $2.2M |
| Luts & Greenleigh Group, Inc. | 1.96% | Reduce -3.5% | 6,839 | $2.2M |
| Crestwood Advisors Group, LLC | 0.04% | Reduce -0.3% | 6,795 | $2.2M |
| Private Advisor Group, LLC | 0.01% | Add +2.8% | 6,773 | $2.2M |
| jvl associates llc | 0.71% | No change | 6,750 | $2.2M |
| Sonata Capital Group Inc. | 0.80% | Reduce -0.8% | 6,743 | $2.2M |
| JMG Financial Group, Ltd. | 0.06% | Add +1.4% | 6,695 | $2.1M |
| Fifth Third Wealth Advisors LLC | 0.08% | Reduce -8.6% | 6,589 | $2.1M |
| SGL Investment Advisors, Inc. | 0.89% | Add +15.7% | 6,411 | $2.1M |
| Thrivent Financial for Lutherans | 0.00% | Add +11.9% | 6,567 | $2.1M |
| Wealthcare Advisory Partners LLC | 0.04% | Add +1.9% | 6,482 | $2.1M |
| Snowden Capital Advisors LLC | 0.06% | Reduce -4.5% | 6,456 | $2.1M |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.02% | No change | 6,218 | $2.0M |
| McAdam, LLC | 0.10% | Reduce -18.9% | 6,137 | $2.0M |
| Robertson Stephens Wealth Management, LLC | 0.06% | Reduce -2.3% | 6,130 | $2.0M |
| Marshall Financial Group Inc. | 0.54% | Add +0.1% | 6,128 | $2.0M |
| Texas Yale Capital Corp. | 0.06% | No change | 6,078 | $1.9M |
| Sigma Planning Corp | 0.06% | Reduce -1.8% | 6,055 | $1.9M |
| Rice Hall James & Associates, LLC | 0.10% | Add +89.1% | 6,008 | $1.9M |
| Somerset Group LLC | 1.52% | Reduce -14.9% | 5,990 | $1.9M |
| Dakota Wealth Management | 0.04% | Reduce -0.1% | 5,989 | $1.9M |
| Haverford Trust Co | 0.02% | No change | 5,971 | $1.9M |
| Highland Capital Management, LLC | 0.10% | Reduce -1.8% | 5,970 | $1.9M |
| Sequoia Financial Advisors, LLC | 0.01% | Reduce -16.7% | 5,934 | $1.9M |
| Merit Financial Group, LLC | 0.02% | Reduce -0.4% | 5,916 | $1.9M |
| Ironwood Financial, llc | 0.33% | Reduce -0.2% | 5,792 | $1.9M |
| Nations Financial Group Inc, /Ia/ | 0.12% | Add +0.4% | 5,787 | $1.9M |
| Transcendent Capital Group LLC | 0.81% | New | 5,685 | $1.8M |
| World Investment Advisors | 0.04% | Reduce -1.3% | 5,665 | $1.8M |
| Cobblestone Capital Advisors LLC | 0.09% | No change | 5,651 | $1.8M |
| Steel Grove Capital Advisors, LLC | 0.21% | No change | 6,225 | $1.8M |
| Shakespeare Wealth Management, LLC | 0.40% | Reduce -3.9% | 5,510 | $1.8M |
| BTC Capital Management, Inc. | 0.12% | No change | 5,394 | $1.7M |
| Eagle Strategies LLC | 0.23% | Add +0.1% | 5,394 | $1.7M |
| OneDigital Investment Advisors LLC | 0.02% | Add +60.9% | 5,369 | $1.7M |
| Tudor Investment Corporation | 0.01% | Reduce -87.0% | 5,360 | $1.7M |
| Eukles Asset Management | 0.67% | Add +1.4% | 5,352 | $1.7M |
| Cornerstone Wealth Advisors, Inc. | 0.41% | Reduce -5.1% | 5,307 | $1.7M |
| Jackson, Grant Investment Advisers, Inc. | 0.57% | Add +0.1% | 5,298 | $1.7M |
| Connecticut Wealth Management, LLC | 0.08% | No change | 5,288 | $1.7M |
| SVB Wealth LLC | 0.09% | Reduce -20.8% | 5,217 | $1.7M |
| Equitable Trust Co. | 0.08% | Add +0.0% | 5,169 | $1.7M |
| Jasper Ridge Partners, L.P. | 0.04% | No change | 5,145 | $1.6M |
| McKinley Carter Wealth Services, Inc. | 0.09% | Reduce -2.3% | 5,128 | $1.6M |
| Mather Group, Llc. | 0.02% | Reduce -0.3% | 5,127 | $1.6M |
| Sterling Capital Management LLC | 0.02% | Add +35.5% | 5,100 | $1.6M |
| Connable Office Inc. | 0.15% | New | 5,051 | $1.6M |
| Lewis Asset Management, LLC | 0.66% | Add +5.4% | 5,036 | $1.6M |
| Total Wealth Planning, LLC | 0.18% | Add +5.8% | 4,968 | $1.6M |
| Affinity Capital Advisors, LLC | 0.24% | Reduce -2.5% | 4,868 | $1.6M |
| UMB Bank, n.a. | 0.02% | Reduce -4.3% | 4,909 | $1.6M |
| Chicago Capital, LLC | 0.04% | Reduce -5.1% | 4,851 | $1.6M |
| Brookstone Capital Management | 0.02% | Reduce -0.2% | 4,841 | $1.5M |
| Trust Point Inc. | 0.12% | Reduce -2.9% | 4,805 | $1.5M |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +24.9% | 4,784 | $1.5M |
| MWA Asset Management | 0.84% | Reduce -1.0% | 4,746 | $1.5M |
| Tranquility Partners, LLC | 0.51% | Reduce -0.3% | 4,719 | $1.5M |
| Chatham Capital Group, Inc. | 0.22% | Reduce -8.3% | 4,715 | $1.5M |
| Appleton Partners Inc. | 0.10% | Add +5.0% | 4,639 | $1.5M |
| Murphy, Middleton, Hinkle & Parker, Inc. | 0.73% | Add +20.6% | 4,639 | $1.5M |
| Meridian Wealth Management, LLC | 0.06% | Reduce -11.0% | 4,620 | $1.5M |
| Vawter Financial, Ltd. | 0.67% | New | 4,616 | $1.5M |
| American State Bank (Iowa) | 0.75% | Reduce -1.4% | 4,609 | $1.5M |
| Valeo Financial Advisors, LLC | 0.03% | Reduce -2.7% | 4,605 | $1.5M |
| J.W. Cole Advisors, Inc. | 0.03% | Reduce -0.8% | 4,603 | $1.5M |
| Pointe Capital Management LLC | 0.72% | Add +14.5% | 4,570 | $1.5M |
| Naviter Wealth, LLC | 0.17% | No change | 4,560 | $1.5M |
| United Capital Financial Advisors, LLC | 0.01% | Reduce -0.9% | 4,477 | $1.4M |
| Lighthouse Financial LLC | 0.94% | Reduce -20.5% | 4,460 | $1.4M |
| Boston Family Office LLC | 0.09% | No change | 4,441 | $1.4M |
| Aft, Forsyth & Company, Inc. | 0.68% | No change | 4,408 | $1.4M |
| Capital Group Private Client Services, Inc. | 0.02% | Add +0.1% | 4,399 | $1.4M |
| Allium Financial Advisors, LLC | 1.16% | No change | 4,397 | $1.4M |
| Elevated Capital Advisors, LLC | 0.34% | Add +48.5% | 4,332 | $1.4M |
| SilverOak Wealth Management LLC | 0.23% | Reduce -6.4% | 4,330 | $1.4M |
| Armstrong, Fleming & Moore, Inc | 0.66% | Add +0.1% | 4,300 | $1.4M |
| Brady Martz Wealth Solutions, LLC | 0.25% | No change | 4,262 | $1.4M |
| First Commonwealth Financial Corp | 0.23% | Reduce -4.8% | 4,212 | $1.3M |
| Allworth Financial LP | 0.01% | Add +0.9% | 4,167 | $1.3M |
| Atria Investments, Inc | 0.02% | Add +94.1% | 4,155 | $1.3M |
| Cornerstone Wealth Management, LLC | 0.07% | Add +5.1% | 4,102 | $1.3M |
| Integrated Advisors Network LLC | 0.06% | Reduce -0.3% | 4,089 | $1.3M |
| Navis Wealth Advisors, LLC | 0.97% | No change | 4,035 | $1.3M |
| Krilogy Financial LLC | 0.05% | New | 3,949 | $1.3M |
| Veery Capital, LLC | 0.41% | No change | 4,020 | $1.3M |
| Mma Asset Management LLC | 0.42% | Reduce -28.6% | 3,964 | $1.3M |
| Frederick Financial Consultants, LLC | 0.70% | No change | 3,912 | $1.3M |
| Centaurus Financial, Inc. | 0.06% | Reduce -0.8% | 3,884 | $1.2M |
| &partners | 0.01% | Add +13.6% | 3,873 | $1.2M |
| Wescott Financial Advisory Group, LLC | 0.11% | Add +5.6% | 3,860 | $1.2M |
| Bragg Financial Advisors, Inc | 0.04% | Reduce -0.8% | 3,856 | $1.2M |
| Neuberger Berman Group LLC | 0.00% | New | 3,763 | $1.2M |
| Kingsview Wealth Management, LLC | 0.02% | Add +3.2% | 3,762 | $1.2M |
| Spire Wealth Management | 0.04% | Add +9.1% | 3,736 | $1.2M |
| Insight 2811, Inc. | 0.53% | Add +0.1% | 3,735 | $1.2M |
| TD Private Client Wealth LLC | 0.03% | Add +5.5% | 3,724 | $1.2M |
| Strategic Wealth Partners, Ltd. | 0.09% | Reduce -2.0% | 3,712 | $1.2M |
| NBT Bank, N.A. | 0.08% | Reduce -1.1% | 3,705 | $1.2M |
| Brown Wealth Management, LLC | 0.33% | Reduce -2.6% | 3,671 | $1.2M |
| Intrepid Financial Planning Group LLC | 0.45% | Reduce -3.6% | 3,649 | $1.2M |
| Diversified Trust Co. | 0.02% | No change | 3,607 | $1.2M |
| Independent Advisor Alliance | 0.03% | Add +24.9% | 3,592 | $1.1M |
| Independent Financial Group, LLC | 0.03% | Add +3.4% | 3,590 | $1.1M |
| Clarion Wealth Managment Partners, LLC | 1.13% | Reduce -8.0% | 3,581 | $1.1M |
| Riversedge Advisors, LLC | 0.19% | Reduce -1.7% | 3,555 | $1.1M |
| Davidson Trust Co. | 0.46% | Add +6.3% | 3,519 | $1.1M |
| Stonebridge Financial Planning Group, LLC | 0.42% | Reduce -4.9% | 3,514 | $1.1M |
| StoneX Group Inc. | 0.05% | Add +5.3% | 3,491 | $1.1M |
| DHJJ Financial Advisors, Ltd. | 0.38% | No change | 3,489 | $1.1M |
| American Trust | 0.09% | Add +3.8% | 3,488 | $1.1M |
| Advisory Services Network, LLC | 0.02% | Add +6.9% | 3,483 | $1.1M |
| Lanark Financial, Inc. | 0.09% | Add +2.2% | 3,476 | $1.1M |
| Quantinno Capital Management LP | 0.00% | Add +246.9% | 3,469 | $1.1M |
| Glass Jacobson Investment Advisors llc | 0.40% | Add +1.0% | 3,469 | $1.1M |
| Guidance Point Advisors, LLC | 0.28% | Reduce -1.2% | 3,456 | $1.1M |
| Aspiriant, LLC | 0.03% | Reduce -1.7% | 3,446 | $1.1M |
| Townsend Asset Management Corp. /NC/ | 0.39% | Reduce -7.7% | 3,392 | $1.1M |
| Shaker Investments LLC | 0.43% | Add +355.6% | 3,385 | $1.1M |
| Wesbanco Bank Inc. | 0.03% | Add +3.4% | 3,379 | $1.1M |
| Ironwood Investment Counsel, LLC | 0.16% | Reduce -2.3% | 3,354 | $1.1M |
| Quadcap Wealth Management, LLC | 0.13% | Add +9.6% | 3,354 | $1.1M |
| HBK Sorce Advisory LLC | 0.03% | Add +10.3% | 3,201 | $1.1M |
| Fortitude Family Office, LLC | 0.29% | New | 3,350 | $1.1M |
| Mgo One Seven LLC | 0.02% | Add +1.6% | 3,276 | $1.0M |
| First Bancorp, Inc | 0.56% | No change | 3,260 | $1.0M |
| Freestone Capital Holdings, LLC | 0.03% | Reduce -2.5% | 3,259 | $1.0M |
| Fidelis Capital Partners, LLC | 0.08% | Reduce -1.3% | 3,239 | $1.0M |
| Parallel Advisors, LLC | 0.02% | Add +41.4% | 3,237 | $1.0M |
| Apollon Wealth Management, LLC | 0.02% | Reduce -10.3% | 3,233 | $1.0M |
| Canandaigua National Bank & Trust Co. | 0.09% | No change | 3,217 | $1.0M |
| B & T Capital Management DBA Alpha Capital Management | 0.16% | New | 3,203 | $1.0M |
| Acima Private Wealth, LLC | 0.32% | No change | 3,170 | $1.0M |
| Cadence Bank | 0.06% | Reduce -1.7% | 3,168 | $1.0M |
| Eastern Bank | 0.02% | Reduce -3.7% | 3,162 | $1.0M |
| Prosperity Planning, Inc. | 0.38% | Reduce -2.4% | 3,161 | $1.0M |
| First National Bank Sioux Falls | 0.32% | No change | 3,159 | $1.0M |
| Allegheny Financial Group | 0.19% | Add +2.1% | 3,138 | $1.0M |
| First Business Financial Services, Inc. | 0.09% | No change | 3,132 | $1.0M |
| Old National Bancorp | 0.02% | Add +173.2% | 3,123 | $999K |
| HRT Financial LP | 0.00% | New | 3,123 | $999K |
| Farther Finance Advisors, LLC | 0.01% | Add +286.1% | 3,093 | $990K |
| FAS Wealth Partners, Inc. | 0.07% | Add +10.4% | 3,034 | $971K |
| Disciplined Investments, LLC | 0.39% | Add +0.2% | 3,033 | $971K |
| Alesco Advisors, LLC, An ESL Co | 0.03% | No change | 3,000 | $960K |
| Renasant Bank | 0.61% | Reduce -25.4% | 2,997 | $959K |
| Fiduciary Alliance LLC | 0.06% | Add +8.9% | 2,993 | $958K |
| NorthRock Partners, LLC | 0.02% | Reduce -2.3% | 2,970 | $951K |
| Sagespring Wealth Partners, LLC | 0.02% | Reduce -2.1% | 2,894 | $926K |
| Garde Capital, Inc. | 0.05% | No change | 2,875 | $920K |
| JFS Wealth Advisors, LLC | 0.05% | Add +0.2% | 2,873 | $920K |
| Hollencrest Capital Management | 0.03% | No change | 2,861 | $916K |
| Betterment LLC | 0.00% | Reduce -24.7% | 2,845 | $911K |
| Heritage Investors Management Corp. | 0.03% | Add +4.6% | 2,821 | $903K |
| Arkadios Wealth Advisors | 0.02% | Add +24.2% | 2,818 | $902K |
| Copia Wealth Management | 0.67% | Add +0.6% | 2,814 | $901K |
| Intergy Private Wealth, LLC | 0.28% | Reduce -0.2% | 2,811 | $900K |
| AdvisorNet Financial, Inc | 0.05% | Reduce -9.4% | 2,808 | $899K |
| Integrity Alliance, Llc. | 0.04% | Add +59.2% | 2,763 | $884K |
| Pettyjohn, Wood & White, Inc. | 0.15% | No change | 2,760 | $883K |
| Glenview Trust Co | 0.01% | Reduce -2.3% | 2,757 | $882K |
| Venture Visionary Partners LLC | 0.03% | Reduce -1.9% | 2,749 | $880K |
| Park Avenue Securities LLC | 0.01% | Add +1.1% | 2,739 | $877K |
| Bell Bank | 0.04% | Add +0.0% | 2,710 | $867K |
| Mesirow Financial Investment Management, Inc. | 0.02% | Add +0.9% | 2,698 | $863K |
| CI Investments Inc. | 0.00% | No change | 2,665 | $853K |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -20.0% | 2,654 | $849K |
| Focus Financial Network, Inc. | 0.03% | Reduce -0.6% | 2,649 | $848K |
| Mission Wealth Management, LP | 0.02% | Add +0.2% | 2,625 | $840K |
| Verus Capital Partners, LLC | 0.07% | Add +1.0% | 2,625 | $840K |
| Accredited Investors Inc. | 0.05% | No change | 2,608 | $835K |
| Bedel Financial Consulting, Inc. | 0.11% | Add +0.1% | 2,604 | $833K |
| Compound Planning, Inc. | 0.03% | Reduce -0.1% | 2,603 | $833K |
| B. Riley Wealth Advisors, Inc. | 0.04% | Reduce -3.2% | 2,600 | $832K |
| Harbour Investments, Inc. | 0.02% | Add +0.1% | 2,579 | $825K |
| Gables Capital Management Inc. | 0.35% | No change | 2,575 | $824K |
| Perigon Wealth Management, LLC | 0.02% | Reduce -3.4% | 2,574 | $824K |
| Palisades Hudson Asset Management, L.P. | 0.30% | Add +0.1% | 2,569 | $822K |
| Strategies Wealth Advisors, LLC | 0.08% | Add +1.3% | 2,517 | $805K |
| Pacific Point Advisors, LLC | 0.47% | No change | 2,500 | $800K |
| Inspirion Wealth Advisors, LLC | 0.11% | No change | 2,815 | $799K |
| FC Advisory LLC | 0.23% | Add +0.1% | 2,497 | $799K |
| Garrison Point Advisors, LLC | 0.33% | No change | 2,477 | $793K |
| Newton One Investments LLC | 0.23% | Reduce -0.7% | 2,468 | $790K |
| Bensler, LLC | 0.08% | Add +0.0% | 2,438 | $780K |
| GHP Investment Advisors, Inc. | 0.03% | Add +0.5% | 2,432 | $778K |
| Consilium Wealth Advisory, LLC | 0.30% | No change | 2,416 | $773K |
| Kennicott Capital Management LLC | 0.37% | Reduce -6.5% | 2,416 | $773K |
| National Philanthropic Trust | 0.01% | No change | 2,406 | $770K |
| Stordahl Capital Management, Inc. | 0.16% | Reduce -0.5% | 2,404 | $769K |
| Sound View Wealth Advisors Group, LLC | 0.05% | Add +0.6% | 2,396 | $767K |
| Ausdal Financial Partners, Inc. | 0.04% | Add +10.2% | 2,373 | $759K |
| Cahaba Wealth Management, Inc. | 0.05% | Add +0.1% | 2,345 | $750K |
| ARK & TLK Investments, LLC | 0.24% | No change | 2,332 | $746K |
| Linscomb Wealth, Inc. | 0.03% | Reduce -5.0% | 2,319 | $742K |
| Capital Analysts, LLC | 0.02% | No change | 2,318 | $742K |
| Blake Schutter Theil Wealth Advisors, LLC | 0.73% | Add +0.1% | 2,317 | $741K |
| Heck Capital Advisors, LLC | 0.06% | Add +11.1% | 2,316 | $741K |
| Bradley Foster & Sargent Inc. | 0.01% | No change | 2,299 | $736K |
| WealthPLAN Partners, LLC | 0.11% | Reduce -4.8% | 2,297 | $735K |
| Peapack Gladstone Financial Corp. | 0.01% | Reduce -3.2% | 2,297 | $735K |
| Legacy Trust | 0.14% | Reduce -2.0% | 2,291 | $733K |
| Sepio Capital, LP | 0.04% | No change | 2,287 | $732K |
| SkyOak Wealth, LLC | 0.14% | Reduce -1.9% | 2,269 | $726K |
| Smithbridge Asset Management Inc. | 0.10% | No change | 2,257 | $722K |
| F/m Investments LLC | 0.03% | No change | 2,254 | $721K |
| Fulton Bank, N.A. | 0.03% | Reduce -0.5% | 2,250 | $720K |
| PFG Private Wealth Management, LLC | 0.32% | New | 2,248 | $720K |
| Integrity Wealth Solutions LLC | 0.32% | Add +0.0% | 2,248 | $720K |
| Sierra Capital LLC | 0.08% | No change | 2,223 | $711K |
| Premier Path Wealth Partners, LLC | 0.09% | Reduce -0.6% | 2,214 | $709K |
| Transatlantique Private Wealth LLC | 0.23% | No change | 2,200 | $704K |
| Sentinel Wealth Management, Inc. | 0.61% | No change | 2,181 | $698K |
| American Wealth Advisors, LLC | 0.69% | — | 2,179 | $697K |
| Prime Capital Investment Advisors, LLC | 0.01% | Add +2.7% | 2,119 | $678K |
| Elgethun Capital Management | 0.12% | No change | 2,075 | $664K |
| Trilogy Capital Inc. | 0.03% | New | 2,066 | $661K |
| Smartleaf Asset Management LLC | 0.04% | Add +10.1% | 2,059 | $659K |
| HM Payson & Co. | 0.01% | Reduce -3.4% | 2,050 | $656K |
| NewEdge Wealth, LLC | 0.01% | Reduce -1.1% | 1,993 | $652K |
| Country Club Bank | 0.04% | Reduce -14.7% | 2,029 | $649K |
| Stoneridge Investment Partners LLC | 0.44% | Add +11.8% | 2,023 | $647K |
| Hoxton Planning & Management, LLC | 0.21% | Add +3.4% | 2,016 | $645K |
| Colonial Trust Co / SC | 0.09% | Reduce -0.6% | 2,015 | $645K |
| Morris Financial Concepts, Inc. | 0.23% | No change | 1,957 | $626K |
| Platform Technology Partners | 0.15% | Reduce -0.5% | 1,940 | $621K |
| FSM Wealth Advisors, LLC | 0.09% | No change | 1,939 | $621K |
| Palisade Asset Management, LLC | 0.06% | No change | 1,922 | $615K |
| Gries Financial LLC | 0.10% | No change | 1,918 | $614K |
| Verdence Capital Advisors LLC | 0.03% | Add +1.0% | 1,813 | $605K |
| Flagship Private Wealth, LLC | 0.24% | Add +1.7% | 1,885 | $603K |
| Atlantic Union Bankshares Corp | 0.01% | Add +24.7% | 1,883 | $603K |
| NTV Asset Management LLC | 0.07% | Reduce -9.6% | 1,878 | $601K |
| Dravo Bay LLC | 0.26% | Reduce -7.6% | 1,873 | $599K |
| SCS Capital Management LLC | 0.01% | No change | 1,864 | $597K |
| Banco BTG Pactual S.A. | 0.09% | Add +85.0% | 1,850 | $592K |
| Mason Investment Advisory Services, Inc. | 0.03% | No change | 1,849 | $592K |
| Genesee Capital Advisors, LLC | 0.26% | No change | 1,840 | $589K |
| Anderson Hoagland & Co. | 0.05% | No change | 1,790 | $573K |
| Gladstone Institutional Advisory LLC | 0.02% | Reduce -9.1% | 1,784 | $571K |
| Friday Financial | 0.24% | Add +62.0% | 1,772 | $567K |
| Pinnacle Financial Partners Inc | 0.01% | Reduce -34.8% | 1,771 | $567K |
| SOA Wealth Advisors, LLC. | 0.09% | Reduce -4.0% | 1,749 | $560K |
| Cascade Wealth Advisors, Inc | 0.27% | No change | 1,718 | $558K |
| Sunbeam Capital Management, LLC | 0.35% | No change | 1,743 | $558K |
| Elm Partners Management LLC | 0.03% | New | 1,738 | $556K |
| Trifecta Capital Advisors, LLC | 0.08% | No change | 1,737 | $556K |
| KDK Private Wealth Management, LLC | 0.56% | Reduce -1.7% | 1,732 | $554K |
| McGuire Investment Group, LLC | 0.06% | Reduce -1.3% | 1,731 | $554K |
| Seelaus Asset Management LLC | 0.45% | Add +3.3% | 1,725 | $552K |
| Allen Investment Management, LLC | 0.01% | No change | 1,720 | $550K |
| IHT Wealth Management, LLC | 0.01% | Add +0.1% | 1,716 | $549K |
| St Germain D J Co. Inc. | 0.02% | No change | 1,714 | $549K |
| Bearing Point Capital, LLC | 0.09% | Reduce -9.3% | 1,701 | $544K |
| Northstar Financial Companies, Inc. | 0.50% | No change | 1,699 | $544K |
| Athena Investment Management | 0.28% | No change | 1,694 | $542K |
| Aptus Capital Advisors, LLC | 0.00% | Add +3.5% | 1,693 | $542K |
| Castle Wealth Management LLC | 0.18% | No change | 1,692 | $542K |
| Parkshore Wealth Management, Inc. | 0.22% | No change | 1,690 | $541K |
| Jupiter Wealth Management LLC | 0.25% | No change | 1,683 | $539K |
| Cranbrook Wealth Management, LLC | 0.11% | Reduce -0.4% | 1,681 | $538K |
| Stratos Wealth Advisors, LLC | 0.03% | No change | 1,676 | $537K |
| High Falls Advisors, Inc | 0.11% | Reduce -0.1% | 1,666 | $533K |
| Summit Wealth Partners, LLC | 0.10% | Reduce -5.8% | 1,660 | $531K |
| Performance Wealth Partners, LLC | 0.01% | No change | 1,658 | $531K |
| Joel Isaacson & Co., LLC | 0.02% | No change | 1,647 | $527K |
| Chapin Davis, Inc. | 0.13% | Add +0.1% | 1,646 | $527K |
| Curtis Advisory Group, LLC | 0.12% | Add +3.2% | 1,631 | $522K |
| Financial Partners Group, Inc | 0.06% | No change | 1,621 | $519K |
| Tassel Capital Management, Inc. | 0.33% | Add +0.2% | 1,619 | $518K |
| Armor Investment Advisors, LLC | 0.16% | No change | 1,618 | $518K |
| Investmark Advisory Group LLC | 0.22% | Add +2.1% | 1,614 | $517K |
| UNIVEST FINANCIAL Corp | 0.03% | Reduce -6.8% | 1,611 | $515K |
| Clare Market Investments LLC | 0.10% | Add +28.4% | 1,588 | $508K |
| Clear Investment Research, LLC | 0.68% | Reduce -0.1% | 1,579 | $506K |
| RFG Advisory, LLC | 0.01% | Add +104.5% | 1,579 | $505K |
| Columbia Advisory Partners LLC | 0.35% | Reduce -7.8% | 1,572 | $503K |
| Forum Financial Management, LP | 0.01% | No change | 1,566 | $501K |
| Montag A & Associates Inc. | 0.02% | No change | 1,562 | $500K |
| Evercore Wealth Management, LLC | 0.01% | No change | 1,560 | $499K |
| Diversified Portfolios, Inc. | 0.04% | No change | 1,555 | $498K |
| Bangor Savings Bank | 0.04% | No change | 1,552 | $497K |
| Avaii Wealth Management, LLC | 0.19% | Reduce -0.3% | 1,528 | $489K |
| Wilmington Savings Fund Society, FSB | 0.01% | Reduce -31.8% | 1,518 | $486K |
| Diversify Wealth Management, LLC | 0.03% | Add +0.1% | 1,472 | $484K |
| Private Trust Co. NA | 0.04% | Add +10.9% | 1,511 | $484K |
| Granite Harbor Advisors, Inc. | 0.20% | New | 1,507 | $482K |
| Congress Asset Management Co. | 0.00% | Reduce -20.9% | 1,498 | $479K |
| Sage Capital Management, LLC | 0.21% | Add +0.1% | 1,491 | $477K |
| LS Investment Advisors, LLC | 0.07% | Reduce -40.4% | 1,475 | $472K |
| Coastwise Capital Group, LLC | 0.33% | Add +0.1% | 1,474 | $472K |
| Centennial Wealth Advisory LLC | 0.13% | Add +4.0% | 1,468 | $470K |
| TBH Global Asset Management, LLC | 0.09% | New | 1,460 | $467K |
| Willner & Heller, LLC | 0.36% | Add +0.1% | 1,453 | $465K |
| Oxford Financial Group, LTD. LLC | 0.03% | Reduce -1.6% | 1,446 | $463K |
| Brown Brothers Harriman & Co. | 0.00% | Add +8.1% | 1,438 | $460K |
| Gallagher Fiduciary Advisors, LLC | 0.02% | Reduce -6.5% | 1,423 | $455K |
| DAVENPORT & Co LLC | 0.00% | Add +10.3% | 1,421 | $455K |
| Tounjian Advisory Partners, LLC | 0.15% | Reduce -40.6% | 1,420 | $454K |
| Key Financial Inc | 0.08% | Reduce -0.4% | 1,389 | $445K |
| Rede Wealth, LLC | 0.35% | New | 1,388 | $444K |
| Eagle Bay Advisors LLC | 0.35% | No change | 1,388 | $444K |
| Valmark Advisers, Inc. | 0.01% | No change | 1,386 | $444K |
| Empirical Asset Management, LLC | 0.12% | No change | 1,385 | $443K |
| PBMares Wealth Management LLC | 0.07% | Add +1.8% | 1,379 | $441K |
| Exencial Wealth Advisors, LLC | 0.01% | Reduce -9.4% | 1,377 | $441K |
| MIdWestOne Financial Group, Inc. | 0.05% | Reduce -6.0% | 1,372 | $439K |
| Fisher Asset Management | 0.00% | New | 1,371 | $439K |
| IFP Advisors, Inc | 0.01% | Reduce -2.1% | 1,370 | $438K |
| GC Wealth Management RIA, LLC | 0.01% | No change | 1,363 | $436K |
| Arete Wealth Advisors, LLC | 0.03% | Add +4.4% | 1,362 | $436K |
| Croban | 0.29% | Reduce -7.0% | 1,361 | $436K |
| Pegasus Asset Management, Inc. | 0.14% | No change | 1,357 | $434K |
| Orgel Wealth Management, LLC | 0.01% | Add +4.8% | 1,341 | $429K |
| Evoke Wealth, LLC | 0.01% | No change | 1,341 | $429K |
| Citizens National Bank Trust Department | 0.08% | No change | 1,340 | $429K |
| Cardiff Park Advisors, LLC | 0.03% | No change | 1,338 | $428K |
| Vise Technologies, Inc. | 0.02% | New | 1,335 | $427K |
| Klingenstein Fields & Co. LP | 0.02% | Reduce -0.3% | 1,331 | $426K |
| Quotient Wealth Partners, LLC | 0.01% | No change | 1,331 | $426K |
| S&co Inc. | 0.03% | No change | 1,329 | $425K |
| Sax Wealth Advisors, LLC | 0.02% | Add +0.1% | 1,327 | $425K |
| Gutierrez Wealth Advisory, LLC | 0.27% | Add +0.1% | 1,325 | $424K |
| SK Wealth Management, LLC | 0.16% | Reduce -12.5% | 1,290 | $421K |
| Fayez Sarofim & Co | 0.00% | No change | 1,314 | $421K |
| Moors & Cabot, Inc. | 0.02% | Add +6.7% | 1,314 | $420K |
| Penobscot Investment Management Company, Inc. | 0.03% | New | 1,313 | $420K |
| Alpine Bank Wealth Management | 0.06% | No change | 1,310 | $419K |
| Mutual Advisors, LLC | 0.01% | Add +2.3% | 1,273 | $416K |
| Fiduciary Financial Group, LLC | 0.07% | No change | 1,300 | $416K |
| Kanawha Capital Management LLC | 0.03% | Reduce -13.3% | 1,298 | $415K |
| KKM Financial LLC | 0.13% | Reduce -10.1% | 1,296 | $415K |
| Stratos Investment Management, LLC | 0.02% | Add +0.2% | 1,290 | $413K |
| Investment Advisory Group, LLC | 0.11% | Reduce -1.8% | 1,273 | $408K |
| Rosenblum Silverman Sutton S F Inc. | 0.09% | Add +23.2% | 1,273 | $407K |
| Triad Wealth Partners, LLC | 0.05% | Add +8.0% | 1,263 | $404K |
| Oder Investment Management, LLC | 0.29% | No change | 1,260 | $403K |
| Financial Guidance Group, Inc. | 0.18% | No change | 1,260 | $403K |
| Paladin Advisory Group, LLC | 0.31% | No change | 1,259 | $403K |
| Dentgroup LLC | 0.26% | Reduce -3.6% | 1,254 | $401K |
| Weiss Asset Management LP | 0.01% | New | 1,251 | $400K |
| Nelson Capital Management, LLC | 0.05% | No change | 1,250 | $400K |
| Consolidated Portfolio Review Corp | 0.05% | Add +0.3% | 1,248 | $400K |
| Principal Securities, Inc. | 0.01% | Reduce -4.8% | 1,243 | $398K |
| Summa Corp. | 0.17% | No change | 1,243 | $398K |
| Ascent Group, LLC | 0.01% | Reduce -36.5% | 1,240 | $397K |
| Rialto Wealth Management, LLC | 0.10% | Reduce -22.2% | 1,238 | $396K |
| Pinnacle Wealth Planning Services, Inc. | 0.05% | No change | 1,235 | $395K |
| Roffman Miller Associates Inc. | 0.02% | Add +0.2% | 1,232 | $394K |
| First Western Trust Bank | 0.02% | Add +7.7% | 1,230 | $394K |
| Russell Investments Group, Ltd. | 0.00% | Add +12.7% | 1,228 | $393K |
| Csenge Advisory Group | 0.02% | Reduce -12.7% | 1,221 | $391K |
| Fiducient Advisors LLC | 0.05% | Add +0.1% | 1,219 | $390K |
| Ritholtz Wealth Management | 0.01% | No change | 1,218 | $390K |
| Selective Wealth Management, Inc. | 0.13% | No change | 1,202 | $390K |
| Patten & Patten Inc. | 0.02% | No change | 1,205 | $386K |
| Pier 88 Investment Partners LLC | 0.43% | New | 1,200 | $384K |
| Laurel Wealth Advisors LLC | 0.05% | Reduce -5.9% | 1,198 | $383K |
| Keystone Wealth Services, LLC | 0.08% | No change | 1,197 | $383K |
| Falcon Wealth Planning | 0.03% | No change | 1,175 | $376K |
| Allodium Investment Consultants, LLC | 0.21% | No change | 1,172 | $375K |
| Opal Wealth Advisors, LLC | 0.10% | Add +1.7% | 1,172 | $375K |
| Trivium Point Advisory, LLC | 0.04% | No change | 1,164 | $373K |
| BHK Investment Advisors, LLC | 0.14% | No change | 1,159 | $371K |
| Mosaic Family Wealth Partners, LLC | 0.04% | No change | 1,152 | $369K |
| Concurrent Investment Advisors, LLC | 0.01% | Add +3.6% | 1,146 | $367K |
| Triumph Capital Management | 0.10% | Add +4.1% | 1,144 | $366K |
| Certuity, LLC | 0.03% | Reduce -6.3% | 1,143 | $366K |
| Smith, Moore & Co. | 0.03% | No change | 1,133 | $363K |
| Caprock Group, LLC | 0.01% | — | 1,173 | $361K |
| Patriot Investment Management Group, Inc. | 0.02% | No change | 1,125 | $360K |
| Cordatus Wealth Management LLC | 0.08% | Reduce -3.4% | 1,122 | $359K |
| Arbor Investment Advisors, LLC | 0.05% | No change | 1,120 | $359K |
| Fulton Breakefield Broenniman LLC | 0.02% | Reduce -11.0% | 1,116 | $357K |
| Financial Sense Advisors, Inc. | 0.07% | Reduce -6.4% | 1,113 | $356K |
| Mitchell McLeod Pugh & Williams Inc. | 0.06% | No change | 1,067 | $354K |
| Uptick Partners, LLC | 0.09% | Reduce -2.0% | 1,105 | $354K |
| Smith Salley Wealth Management | 0.02% | No change | 1,104 | $353K |
| Renaissance Technologies | 0.00% | Reduce -72.5% | 1,100 | $352K |
| Kaizen Financial Strategies | 0.16% | Reduce -10.2% | 1,100 | $352K |
| Global Retirement Partners, LLC | 0.01% | Add +11.5% | 1,095 | $350K |
| Bessemer Group Inc. | 0.00% | Add +36.4% | 1,091 | $349K |
| Mascagni Wealth Management, Inc. | 0.27% | Reduce -10.2% | 1,085 | $347K |
| Cahill Financial Advisors Inc. | 0.04% | Reduce -0.2% | 1,078 | $345K |
| Argentarii, LLC | 0.14% | Add +15.3% | 1,078 | $345K |
| Avior Wealth Management, LLC | 0.01% | Add +0.1% | 1,060 | $339K |
| Obsidian Cio, LLC | 0.04% | Add +0.1% | 1,057 | $338K |
| Daymark Wealth Partners, LLC | 0.01% | No change | 1,057 | $338K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.04% | Add +0.1% | 1,055 | $338K |
| First Merchants Corp. | 0.01% | No change | 1,054 | $337K |
| Epiq Partners, LLC | 0.16% | Add +0.3% | 1,053 | $337K |
| Gerber Kawasaki Wealth & Investment Management | 0.01% | Add +0.1% | 1,050 | $336K |
| Townsquare Capital LLC | 0.05% | Reduce -0.6% | 1,050 | $336K |
| Advance Capital Management, Inc. | 0.01% | Reduce -2.2% | 1,049 | $336K |
| Ethos Financial Group, LLC | 0.03% | Reduce -19.0% | 1,044 | $334K |
| Embree Financial Group | 0.04% | Reduce -10.7% | 1,043 | $334K |
| Destination Wealth Management | 0.01% | Add +0.1% | 1,039 | $333K |
| BridgePort Financial Solutions, LLC | 0.09% | No change | 1,038 | $332K |
| Independence Bank of Kentucky | 0.04% | Add +40.7% | 1,037 | $332K |
| Madison Asset Management, LLC | 0.00% | No change | 1,032 | $330K |
| SlateStone Wealth, LLC | 0.03% | No change | 1,027 | $329K |
| Cordgrass Capital Advisors, LLC | 0.08% | No change | 1,026 | $328K |
| Towerpoint Wealth, LLC | 0.13% | Reduce -0.2% | 1,025 | $328K |
| Baker Avenue Asset Management, LP | 0.01% | No change | 1,019 | $326K |
| Central Valley Advisors, LLC | 0.10% | No change | 1,014 | $325K |
| Adirondack Trust Co. | 0.11% | No change | 1,013 | $324K |
| Nwam LLC | 0.02% | Reduce -20.1% | 988 | $323K |
| Mezzasalma Advisors, LLC | 0.08% | No change | 1,008 | $323K |
| Holland Advisory Services, Inc. | 0.44% | Add +0.1% | 1,005 | $322K |
| Summit Trail Advisors, LLC | 0.00% | No change | 1,003 | $321K |
| Westover Capital Advisors, LLC | 0.06% | No change | 1,000 | $320K |
| Vaughan David Investments LLC | 0.01% | No change | 1,000 | $320K |
| Monograph Wealth Advisors, LLC | 0.03% | No change | 993 | $318K |
| Laird Norton Wetherby Wealth Management, LLC | 0.01% | Reduce -1.7% | 991 | $317K |
| Foundations Investment Advisors, LLC | 0.00% | Reduce -10.3% | 990 | $317K |
| Bridge City Capital, LLC | 0.08% | Add +31.2% | 989 | $317K |
| Trust Co. of Vermont | 0.01% | Add +5.7% | 988 | $316K |
| Greenleaf Trust | 0.00% | No change | 987 | $316K |
| Heartwood Wealth Advisors LLC | 0.03% | No change | 985 | $315K |
| Thompson Siegel & Walmsley LLC | 0.01% | No change | 979 | $313K |
| Savvy Advisors, Inc. | 0.01% | New | 974 | $312K |
| Bank Ozk | 0.11% | No change | 970 | $310K |
| Spinnaker Trust | 0.02% | No change | 965 | $309K |
| L & S Advisors Inc | 0.03% | No change | 960 | $307K |
| Wedbush Securities Inc. | 0.01% | No change | 953 | $305K |
| Institute for Wealth Management, LLC. | 0.03% | No change | 953 | $305K |
| West Michigan Advisors, LLC | 0.07% | Add +0.3% | 948 | $304K |
| Marco Investment Management LLC | 0.02% | No change | 945 | $302K |
| FourThought Financial Partners, LLC | 0.03% | Reduce -10.9% | 942 | $301K |
| Aprio Wealth Management, LLC | 0.03% | Reduce -1.9% | 941 | $301K |
| Scotia Capital Inc. | 0.00% | Reduce -13.8% | 936 | $300K |
| Clearbridge Investments, LLC | 0.00% | Reduce -97.0% | 936 | $300K |
| Viawealth, LLC | 0.16% | No change | 926 | $296K |
| Cannell & Spears LLC | 0.01% | Reduce -9.8% | 923 | $295K |
| Clearwater Capital Advisors, LLC | 0.03% | Add +1.4% | 921 | $295K |
| CGN Advisors LLC | 0.02% | No change | 919 | $294K |
| Eight 31 Financial, LLC | 0.17% | No change | 918 | $294K |
| First Heartland Consultants, Inc. | 0.02% | New | 916 | $293K |
| Capital Investment Advisors, LLC | 0.00% | Add +1.1% | 904 | $289K |
| Klingman & Associates, LLC | 0.01% | No change | 902 | $289K |
| Cladis Investment Advisory, LLC | 0.16% | No change | 900 | $288K |
| Baxter Bros Inc. | 0.03% | No change | 900 | $288K |
| Chicago Partners Investment Group LLC | 0.01% | Add +14.4% | 864 | $287K |
| First Manhattan Co. Llc. | 0.00% | New | 895 | $286K |
| Red Tortoise LLC | 0.13% | No change | 892 | $285K |
| Greatmark Investment Partners, Inc. | 0.03% | Reduce -2.9% | 890 | $285K |
| Clarius Group, LLC | 0.02% | No change | 884 | $283K |
| Moneco Advisors, LLC | 0.02% | Reduce -0.7% | 884 | $283K |
| Pure Financial Advisors, LLC | 0.00% | Add +12.1% | 881 | $282K |
| Sigma Investment Counselors Inc. | 0.01% | No change | 880 | $282K |
| Alexander Labrunerie & Co., Inc. | 0.10% | No change | 878 | $281K |
| Waddell & Associates, LLC | 0.02% | No change | 873 | $279K |
| WBH Advisory Inc. | 0.02% | No change | 871 | $279K |
| Radnor Capital Management, LLC | 0.04% | No change | 870 | $278K |
| Ballentine Partners, LLC | 0.00% | New | 866 | $277K |
| TFB Advisors LLC | 0.08% | Add +3.1% | 834 | $275K |
| First National Bank of Omaha | 0.02% | No change | 860 | $275K |
| United Advisor Group, LLC | 0.04% | Add +3.1% | 855 | $274K |
| Berkshire Asset Management LLC | 0.01% | No change | 855 | $274K |
| Smithfield Trust Co | 0.01% | Reduce -8.6% | 850 | $273K |
| Gryphon Financial Partners LLC | 0.03% | No change | 853 | $273K |
| Sunpointe, LLC | 0.10% | No change | 850 | $272K |
| Flputnam Investment Management Co. | 0.00% | New | 845 | $270K |
| Proactive Wealth Strategies LLC | 0.12% | Add +0.1% | 845 | $270K |
| Roof Eidam Maycock Peralta, LLC | 0.06% | Reduce -29.7% | 829 | $265K |
| Transcend Capital Advisors, LLC | 0.02% | Add +10.4% | 828 | $265K |
| Navigation Wealth Management, Inc. | 0.39% | New | 827 | $265K |
| Sapient Capital LLC | 0.00% | No change | 827 | $265K |
| Warner Financial, Inc. | 0.10% | No change | 824 | $264K |
| Wealthspan Partners, LLC | 0.10% | Reduce -12.7% | 824 | $264K |
| Icon Wealth Advisors, LLC | 0.02% | No change | 821 | $263K |
| Cascade Financial Partners, LLC | 0.03% | No change | 818 | $262K |
| William Howard & Co Financial Advisors Inc | 0.22% | Reduce -15.0% | 814 | $261K |
| MassMutual Private Wealth & Trust, FSB | 0.01% | Reduce -6.7% | 814 | $261K |
| Florida Trust Wealth Management Co | 0.01% | Reduce -10.7% | 804 | $257K |
| Cary Street Partners Financial LLC | 0.01% | Add +1.8% | 801 | $256K |
| Birch Hill Investment Advisors LLC | 0.01% | No change | 800 | $256K |
| Hancock Whitney Corp. | 0.00% | No change | 800 | $256K |
| Global Wealth Strategies & Associates | 0.07% | Reduce -6.2% | 799 | $256K |
| Insigneo Advisory Services, LLC | 0.02% | New | 796 | $255K |
| Aviance Capital Partners, LLC | 0.03% | No change | 790 | $253K |
| HFG Advisors, Inc. | 0.19% | No change | 784 | $251K |
| Chevy Chase Trust Holdings, LLC | 0.00% | Add +6.0% | 781 | $250K |
| Angeles Wealth Management, LLC | 0.02% | No change | 780 | $250K |
| Trust Co of the South | 0.04% | No change | 775 | $248K |
| Compass Ion Advisors, LLC | 0.02% | No change | 772 | $247K |
| Mayport, LLC | 0.05% | No change | 769 | $246K |
| JBR Co Financial Management Inc | 0.10% | New | 767 | $245K |
| Intelligence Driven Advisers, LLC | 0.03% | Add +0.1% | 763 | $244K |
| Salus Financial Advisors, LLC | 0.15% | No change | 759 | $243K |
| Rothschild Investment LLC | 0.01% | No change | 751 | $240K |
| Cornerstone Planning Group LLC | 0.04% | Add +11.8% | 730 | $239K |
| Family Investment Center, Inc. | 0.05% | No change | 731 | $234K |
| International Assets Investment Management, LLC | 0.02% | No change | 817 | $233K |
| Legacy Advisors, LLC | 0.03% | — | 727 | $233K |
| Wealth Architects, LLC | 0.02% | No change | 726 | $232K |
| Diversified Enterprises, LLC | 0.02% | Reduce -7.2% | 726 | $232K |
| Leo Wealth, LLC | 0.03% | Reduce -21.1% | 726 | $232K |
| Oarsman Capital, Inc. | 0.03% | New | 724 | $232K |
| Callan Family Office, LLC | 0.01% | New | 723 | $231K |
| Blue Barn Wealth, LLC | 0.10% | Reduce -26.9% | 721 | $231K |
| Balefire, LLC | 0.05% | New | 720 | $230K |
| Addison Advisors LLC | 0.05% | Reduce -3.0% | 719 | $230K |
| Rwa Wealth Partners, LLC | 0.00% | No change | 718 | $230K |
| Topel & Distasi Wealth Management, LLC | 0.11% | Reduce -5.3% | 716 | $229K |
| Harbour Capital Advisors, LLC | 0.05% | No change | 703 | $228K |
| Florida Financial Advisors, LLC | 0.07% | New | 705 | $226K |
| AlphaCore Capital LLC | 0.01% | No change | 703 | $225K |
| Magnus Financial Group LLC | 0.02% | No change | 702 | $225K |
| JP Wealth Management, Inc. | 0.15% | New | 697 | $223K |
| Lake Street Private Wealth, LLC | 0.03% | Reduce -2.0% | 694 | $222K |
| Aaron Wealth Advisors LLC | 0.01% | New | 694 | $222K |
| Sovran Advisors, LLC | 0.02% | New | 674 | $221K |
| First Nebraska Trust Co | 0.02% | New | 688 | $220K |
| Evermay Wealth Management LLC | 0.03% | Reduce -4.8% | 687 | $220K |
| Ellis Investment Partners, LLC | 0.04% | New | 685 | $219K |
| LMCG Investments, LLC | 0.01% | New | 685 | $219K |
| Austin Private Wealth, LLC | 0.02% | New | 683 | $219K |
| Synergy Asset Management, LLC | 0.01% | New | 681 | $218K |
| Everhart Financial Group, Inc. | 0.02% | New | 680 | $218K |
| Soltis Investment Advisors LLC | 0.01% | New | 679 | $217K |
| Galvin, Gaustad & Stein, LLC | 0.02% | New | 679 | $217K |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 0.07% | New | 651 | $217K |
| Plancorp, LLC | 0.01% | Reduce -65.3% | 677 | $217K |
| Center for Financial Planning, Inc. | 0.02% | No change | 675 | $216K |
| Loomis Sayles & Co. L P | 0.00% | No change | 674 | $216K |
| Dynamic Financial Group | 0.19% | New | 672 | $215K |
| Accelerate Investment Advisors LLC | 0.15% | New | 668 | $214K |
| Fortis Capital Advisors, LLC | 0.03% | New | 664 | $213K |
| Belpointe Asset Management LLC | 0.01% | New | 664 | $213K |
| Lisanti Capital Growth, LLC | 0.05% | New | 655 | $210K |
| Schneider Downs Wealth Management Advisors, LP | 0.02% | Reduce -69.5% | 654 | $209K |
| Davis Investment Partners, LLC | 0.07% | New | 650 | $208K |
| Lowe Brockenbrough & Co. Inc. | 0.01% | New | 648 | $207K |
| River Wealth Advisors LLC | 0.02% | New | 646 | $207K |
| Obermeyer Wealth Partners | 0.01% | New | 641 | $205K |
| Retirement Income Solutions, Inc. | 0.03% | New | 635 | $203K |
| SeaCrest Wealth Management, LLC | 0.02% | New | 617 | $202K |
| XTX Topco Ltd | 0.01% | New | 631 | $202K |
| Trail Ridge Investment Advisors, LLC | 0.09% | New | 630 | $202K |
| Retirement Planning Group, LLC | 0.01% | New | 628 | $201K |
| Mindset Wealth Management, LLC | 0.05% | New | 627 | $201K |
| Jim Saulnier & Associates, LLC | 0.11% | New | 627 | $201K |
| Manchester Capital Management LLC | 0.03% | No change | 612 | $196K |
| Financial Perspectives, Inc | 0.05% | Add +0.2% | 606 | $194K |
| Financial Life Planners | 0.13% | New | 603 | $193K |
| Ameritas Advisory Services, LLC | 0.01% | Reduce -25.8% | 603 | $193K |
| Plante Moran Financial Advisors, LLC | 0.01% | Reduce -1.9% | 581 | $186K |
| BankPlus Trust Department | 0.05% | No change | 570 | $182K |
| Binnacle Investments Inc | 0.11% | Reduce -0.9% | 565 | $181K |
| Optimum Investment Advisors | 0.07% | No change | 540 | $173K |
| Elevation Wealth Partners, LLC | 0.06% | No change | 537 | $172K |
| First United Bank & Trust | 0.05% | No change | 512 | $164K |
| WealthShield Partners, LLC | 0.02% | No change | 502 | $161K |
| Castleark Management LLC | 0.00% | No change | 500 | $160K |
| Capital Advisors, Ltd. LLC | 0.02% | No change | 498 | $159K |
| Peachtree Investment Partners, LLC | 0.05% | Reduce -0.2% | 491 | $157K |
| Oakworth Capital, Inc. | 0.01% | No change | 477 | $153K |
| Motco | 0.01% | New | 475 | $152K |
| Farmers & Merchants Trust Co of Chambersburg PA | 0.04% | No change | 475 | $152K |
| National Bank of Canada | 0.00% | Add +99.2% | 470 | $150K |
| Rice Partnership, LLC | 0.02% | Add +2.6% | 468 | $150K |
| Milestone Investment Advisors LLC | 0.04% | No change | 457 | $146K |
| Lazard Asset Management LLC | 0.00% | No change | 450 | $144K |
| Phillips Financial Management, LLC | 0.01% | No change | 430 | $138K |
| Grove Bank & Trust | 0.02% | No change | 427 | $137K |
| Webster Bank, N. A. | 0.01% | No change | 427 | $137K |
| Ancora Advisors LLC | 0.00% | No change | 426 | $136K |
| BOK Financial Private Wealth, Inc. | 0.01% | Add +12.9% | 421 | $135K |
| Arcadia Investment Advisors LLC | 0.07% | No change | 419 | $134K |
| SYM FINANCIAL Corp | 0.01% | Add +69.9% | 418 | $134K |
| Rhumbline Advisers | 0.00% | Add +742.9% | 413 | $132K |
| Financial Freedom, LLC | 0.07% | Add +0.2% | 411 | $131K |
| North Capital, Inc. | 0.10% | Add +0.3% | 397 | $127K |
| Asset Dedication, LLC | 0.01% | No change | 389 | $124K |
| United Community Bank | 0.04% | No change | 387 | $124K |
| Deutsche Bank AG | 0.00% | No change | 383 | $123K |
| Tidemark, LLC | 0.03% | Add +0.3% | 371 | $119K |
| Root Financial Partners, LLC | 0.01% | New | 366 | $117K |
| 2UniFi Bank | 0.06% | No change | 360 | $115K |
| Trust Co | 0.01% | No change | 344 | $110K |
| Hanson & Doremus Investment Management | 0.01% | No change | 339 | $108K |
| Crewe Advisors LLC | 0.01% | New | 329 | $105K |
| Mb, Levis & Associates, LLC | 0.04% | No change | 325 | $104K |
| Tsfg, LLC | 0.02% | No change | 316 | $101K |
| Signaturefd, LLC | 0.00% | Reduce -62.1% | 315 | $101K |
| Texas Capital Bancshares Inc | 0.04% | New | 314 | $100K |
| Murphy & Mullick Capital Management Corp | 0.07% | No change | 303 | $97K |
| Trust Co. of Toledo NA | 0.01% | Reduce -14.0% | 301 | $96K |
| City State Bank | 0.03% | No change | 300 | $96K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | New | 300 | $96K |
| HighMark Wealth Management LLC | 0.04% | Add +5.9% | 288 | $92K |
| CX Institutional | 0.00% | New | 285 | $91K |
| CENTRAL TRUST Co | 0.00% | Add +26.9% | 278 | $89K |
| New Age Alpha Advisors, LLC | 0.00% | Reduce -69.3% | 274 | $88K |
| HHM Wealth Advisors, LLC | 0.01% | No change | 265 | $85K |
| Legal & General Group Plc | 0.00% | Add +420.0% | 260 | $83K |
| Winthrop Capital Management, LLC | 0.02% | No change | 255 | $82K |
| Sage Mountain Advisors LLC | 0.00% | Reduce -3.8% | 253 | $81K |
| Tortoise Investment Management, LLC | 0.01% | No change | 249 | $80K |
| SouthState Bank Corp | 0.00% | Reduce -24.7% | 244 | $78K |
| Clayton Financial Group LLC | 0.06% | New | 242 | $77K |
| Rossmore Private Capital | 0.01% | New | 230 | $74K |
| Financial Consulate, Inc. | 0.01% | New | 225 | $72K |
| CNB Bank | 0.03% | No change | 220 | $70K |
| West Paces Advisors Inc. | 0.01% | No change | 216 | $69K |
| Wealth Preservation Advisors, LLC | 0.04% | No change | 214 | $68K |
| Glen Eagle Advisors, LLC | 0.01% | No change | 212 | $68K |
| GAMMA Investing LLC | 0.00% | Reduce -5.9% | 209 | $67K |
| General Partner, Inc. | 0.04% | No change | 200 | $64K |
| Realta Investment Advisors | 0.02% | No change | 200 | $64K |
| Versant Capital Management, Inc | 0.01% | No change | 198 | $63K |
| Jackson Hole Capital Partners, LLC | 0.01% | No change | 192 | $61K |
| Corundum Trust Company, INC | 0.13% | New | 185 | $59K |
| Archer Investment Corp | 0.01% | No change | 184 | $59K |
| Seneschal Advisors, LLC | 0.04% | New | 183 | $59K |
| Horizon Bancorp Inc. | 0.03% | No change | 182 | $58K |
| Coston, McIsaac & Partners | 0.01% | No change | 183 | $58K |
| Investment Counsel Co. of Nevada | 0.12% | New | 178 | $57K |
| Cedar Mountain Advisors, LLC | 0.01% | Add +214.3% | 176 | $56K |
| Arcadia Investment Management Corp. | 0.01% | Reduce -25.5% | 175 | $56K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +228.8% | 171 | $55K |
| Mendota Financial Group, LLC | 0.04% | No change | 170 | $54K |
| SRH Advisors, LLC | 0.02% | No change | 169 | $54K |
| Gleason Group, Inc. | 0.01% | No change | 156 | $50K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 155 | $50K |
| Promus Capital, LLC | 0.03% | No change | 153 | $49K |
| Parvin Asset Management, LLC | 0.04% | No change | 150 | $48K |
| Tucker Asset Management LLC | 0.01% | New | 150 | $48K |
| Dagco, Inc. | 0.01% | No change | 150 | $48K |
| Syntax Research, Inc. | 0.03% | No change | 146 | $47K |
| North Star Investment Management Corp. | 0.00% | No change | 140 | $45K |
| Perkins Coie Trust Co | 0.01% | No change | 140 | $45K |
| Hurley Capital, LLC | 0.02% | No change | 135 | $43K |
| Sunbelt Securities, Inc. | 0.00% | Reduce -12.9% | 135 | $43K |
| Howe & Rusling Inc. | 0.00% | No change | 125 | $40K |
| GPS Wealth Strategies Group, LLC | 0.00% | No change | 122 | $39K |
| CoreCap Advisors, LLC | 0.00% | Add +594.1% | 118 | $38K |
| Retirement Wealth Solutions LLC | 0.02% | New | 115 | $37K |
| Harbor Asset Planning, Inc. | 0.03% | No change | 113 | $36K |
| Ashton Thomas Securities, LLC | 0.01% | New | 112 | $36K |
| Frazier Financial Advisors, LLC | 0.02% | No change | 110 | $35K |
| Boreal Capital Management LLC | 0.03% | No change | 103 | $33K |
| PFS Partners, LLC | 0.02% | Add +25.9% | 102 | $33K |
| Reyes Financial Architecture, Inc. | 0.02% | New | 100 | $32K |
| Pinnacle Bancorp, Inc. | 0.01% | No change | 100 | $32K |
| Caitlin John, LLC | 0.02% | New | 98 | $31K |
| Founders Financial Alliance, LLC | 0.01% | Add +26.3% | 96 | $31K |
| McIlrath & Eck, LLC | 0.00% | No change | 95 | $30K |
| First Command Advisory Services, Inc. | 0.00% | No change | 95 | $30K |
| Bear Mountain Capital, Inc. | 0.01% | No change | 91 | $30K |
| EPG Wealth Management LLC | 0.01% | No change | 93 | $30K |
| ORG Partners LLC | 0.01% | Add +1.1% | 90 | $29K |
| Pflug Koory, LLC | 0.01% | No change | 90 | $29K |
| Clearstead Trust, LLC | 0.00% | No change | 88 | $28K |
| West Branch Capital LLC | 0.01% | No change | 88 | $28K |
| Insight Inv LLC | 0.02% | Reduce -42.7% | 82 | $26K |
| Cloud Capital Management, LLC | 0.01% | New | 83 | $26K |
| Pandora Wealth, Inc. | 0.02% | No change | 80 | $26K |
| City Holding Co. | 0.00% | No change | 80 | $26K |
| Abound Wealth Management | 0.01% | Add +10.3% | 75 | $24K |
| Nalls Sherbakoff Group, LLC | 0.02% | No change | 75 | $24K |
| Investors Research Corp | 0.00% | No change | 73 | $23K |
| Wealth Watch Advisors, INC | 0.01% | New | 71 | $23K |
| Ameriflex Group, Inc. | 0.01% | Add +180.0% | 70 | $22K |
| Provenance Wealth Advisors, LLC | 0.00% | No change | 66 | $21K |
| First Pacific Financial | 0.00% | No change | 65 | $21K |
| WPG Advisers, LLC | 0.02% | Reduce -21.7% | 65 | $21K |
| Bernard Wealth Management Corp. | 0.01% | No change | 65 | $21K |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 65 | $21K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.00% | No change | 64 | $20K |
| MCF Advisors LLC | 0.00% | No change | 63 | $20K |
| Centennial Bank | 0.01% | Reduce -33.7% | 59 | $19K |
| Steigerwald, Gordon & Koch Inc. | 0.00% | New | 59 | $19K |
| Quest 10 Wealth Builders, Inc. | 0.02% | No change | 56 | $18K |
| Westfuller Advisors, LLC | 0.01% | New | 54 | $17K |
| Wolff Wiese Magana LLC | 0.01% | No change | 52 | $17K |
| Richardson Financial Services Inc. | 0.01% | No change | 52 | $17K |
| Gen-Wealth Partners Inc | 0.01% | No change | 51 | $16K |
| JNBA Financial Advisors | 0.00% | No change | 50 | $16K |
| Signature Resources Capital Management, LLC | 0.01% | New | 50 | $16K |
| Rise Advisors, LLC | 0.01% | No change | 49 | $16K |
| Salomon & Ludwin, LLC | 0.00% | No change | 48 | $16K |
| one8zero8, LLC | 0.00% | No change | 45 | $14K |
| Creative Financial Designs Inc. | 0.00% | No change | 43 | $14K |
| Bogart Wealth, LLC | 0.00% | No change | 43 | $14K |
| Financial Gravity Asset Management, Inc. | 0.00% | — | 41 | $13K |
| Avion Wealth | 0.00% | No change | 42 | $13K |
| Atlantic Edge Private Wealth Management, LLC | 0.00% | No change | 39 | $12K |
| Global Trust Asset Management, LLC | 0.01% | No change | 37 | $12K |
| Salem Investment Counselors Inc. | 0.00% | No change | 37 | $12K |
| Legacy Wealth Managment, LLC | 0.01% | No change | 36 | $12K |
| LRI Investments, LLC | 0.00% | No change | 34 | $11K |
| SIMA Wealth Partners, LLC | 0.01% | No change | 33 | $11K |
| Caldwell Sutter Capital, Inc. | 0.00% | No change | 33 | $11K |
| Evelyn Partners Asset Management Ltd | 0.00% | No change | 33 | $11K |
| Glassman Wealth Services | 0.00% | No change | 33 | $11K |
| Dunhill Financial, LLC | 0.00% | No change | 32 | $10K |
| Delos Wealth Advisors, LLC | 0.01% | New | 31 | $10K |
| MPWM Advisory Solutions, LLC | 0.01% | Reduce -69.7% | 30 | $10K |
| Missouri Trust & Investment Co | 0.00% | No change | 30 | $10K |
| Granite Investment Partners, LLC | 0.00% | No change | 30 | $10K |
| Park Square Financial Group, LLC | 0.04% | New | 27 | $9K |
| Sound Income Strategies, LLC | 0.00% | Reduce -21.2% | 26 | $9K |
| Twin Lakes Capital Management, LLC | 0.00% | No change | 26 | $8K |
| KERR FINANCIAL PLANNING Corp | 0.01% | — | 26 | $8K |
| Richardson Capital Management LLC | 0.00% | No change | 25 | $8K |
| Park Place Capital Corp | 0.00% | Reduce -97.8% | 23 | $7K |
| Aventura Private Wealth, LLC | 0.00% | No change | 22 | $7K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.01% | Reduce -48.8% | 21 | $7K |
| Cherry Tree Wealth Management, LLC | 0.00% | No change | 20 | $6K |
| Biltmore Family Office, LLC | 0.00% | No change | 20 | $6K |
| Turning Point Benefit Group, Inc. | 0.00% | New | 17 | $5K |
| Mascoma Wealth Management LLC | 0.00% | No change | 16 | $5K |
| Anchor Investment Management, LLC | 0.00% | Reduce -50.0% | 16 | $5K |
| CVA Family Office, LLC | 0.00% | No change | 15 | $5K |
| Johnson Financial Group, Inc. | 0.00% | New | 15 | $5K |
| Medallion Wealth Advisors, LLC | 0.00% | No change | 14 | $4K |
| Vermillion Wealth Management, Inc. | 0.00% | New | 13 | $4K |
| Hamilton Point Investment Advisors, LLC | 0.00% | No change | 13 | $4K |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 13 | $4K |
| Tower Research Capital LLC (TRC) | 0.00% | New | 13 | $4K |
| Broadwater Capital Management LLC | 0.00% | Reduce -99.7% | 11 | $4K |
| Game Plan Financial Advisors, LLC | 0.00% | No change | 10 | $3K |
| Integrity Financial Corp | 0.00% | Reduce -79.2% | 10 | $3K |
| Rossby Financial, LCC | 0.00% | No change | 9 | $3K |
| Alerus Financial NA | 0.00% | No change | 9 | $3K |
| NFSG Corp | 0.00% | No change | 8 | $3K |
| Halbert Hargrove Global Advisors, LLC | 0.00% | No change | 8 | $3K |
| Maryland Capital Advisors Inc. | 0.00% | No change | 8 | $3K |
| Atlantic Private Wealth, LLC | 0.00% | No change | 8 | $3K |
| Horizon Investments, LLC | 0.00% | New | 8 | $3K |
| Concord Wealth Partners | 0.00% | Reduce -84.2% | 6 | $2K |
| Activest Wealth Management | 0.00% | No change | 5 | $2K |
| Prudent Man Investment Management, Inc. | 0.00% | No change | 5 | $1K |
| Millstone Evans Group, 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 | $643 |
| Prestige Wealth Management Group LLC | 0.00% | No change | 2 | $641 |
| Morton Brown Family Wealth, LLC | 0.00% | No change | 1 | $320 |
"% of holder's portfolio" is IWO's weight in each manager's 13F, not the share of iShares Russell 2000 Growth the manager owns.