iShares Russell 2000 GrowthIWOETF
13F holders, Q4 2025 (December 31)1,063holders +72
79new positions
50sold out
7famous investors
$323.39avg. 13F price*
At the end of Q4 2025, 1,063 institutions reported holding iShares Russell 2000 Growth (IWO) in their 13F filings, up 72 from Q3 2025. 79 opened new positions and 50 sold out. The largest holders were Bank of America Corp. ($1.3B), Morgan Stanley ($846.1M) and Barings LLC ($540.0M). 7 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies'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 Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 79 | $113.9M |
| Exits | 50 | $170.3M |
All 13F filers, Q3 2025 → Q4 2025: 3,110,423 shares bought and 1,610,337 shares sold, net +1,500,086 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,063 holders
| Bank of America Corp. | 0.10% | Add +10.6% | 4,151,228 | $1.3B |
| Morgan Stanley | 0.05% | Add +4.9% | 2,619,371 | $846.1M |
| Barings LLC | 10.31% | Add +2.0% | 1,657,750 | $540.0M |
| Tiaa Trust, National Association | 1.06% | Reduce -0.8% | 1,359,871 | $441.2M |
| Envestnet Asset Management Inc. | 0.11% | Add +5.0% | 1,121,692 | $362.3M |
| Goldman Sachs Group Inc. | 0.04% | Add +68.8% | 966,022 | $312.0M |
| Cassaday & Co Wealth Management LLC | 6.27% | Add +1.1% | 921,669 | $297.7M |
| Wells Fargo & Company | 0.05% | Add +6.4% | 777,074 | $251.0M |
| PNC Financial Services Group, Inc. | 0.11% | Reduce -1.3% | 613,190 | $198.1M |
| LPL Financial LLC | 0.05% | Add +3.6% | 572,694 | $185.0M |
| D.A. Davidson & Co. | 1.05% | Add +2.1% | 532,522 | $172.0M |
| UBS Group AG | 0.03% | Add +10.3% | 522,032 | $168.6M |
| Cohen Klingenstein LLC | 5.07% | Reduce -1.8% | 516,788 | $166.9M |
| JPMorgan Chase & Co. | 0.01% | Reduce -49.6% | 491,725 | $158.8M |
| Northern Trust Corp. | 0.02% | Add +3.3% | 451,470 | $145.8M |
| Commonwealth Equity Services, LLC | 0.19% | Reduce -6.2% | 449,381 | $145.2M |
| Raymond James Financial Inc. | 0.04% | Add +1.6% | 389,572 | $125.9M |
| Royal Bank of Canada | 0.02% | Add +12.3% | 379,547 | $122.6M |
| M&T Bank Corp | 0.37% | Reduce -0.2% | 354,317 | $114.4M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.19% | Add +182.2% | 341,500 | $110.3M |
| BNP Paribas Financial Markets | 0.07% | Add +40.2% | 339,344 | $109.6M |
| FMR LLC | 0.01% | Add +6.1% | 305,690 | $98.7M |
| AE Wealth Management LLC | 0.49% | Add +24.2% | 266,445 | $86.1M |
| Corient Private Wealth LP | 0.11% | Add +27.1% | 261,477 | $84.5M |
| Commerce Bank | 0.46% | Add +14.1% | 258,330 | $83.4M |
| Financial Engines Advisors L.L.C. | 0.16% | Reduce -4.7% | 254,193 | $82.1M |
| Cetera Investment Advisers | 0.09% | Reduce -2.2% | 242,397 | $78.3M |
| Badgley Phelps Wealth Managers, LLC | 1.32% | Add +2.9% | 223,021 | $72.0M |
| Citigroup Inc. | 0.05% | Add +238.0% | 222,509 | $71.9M |
| Bank of New York Mellon Corp | 0.01% | Reduce -0.6% | 218,643 | $70.6M |
| Brown Advisory Inc. | 0.10% | Add +30.8% | 217,608 | $70.3M |
| Alliancebernstein L.P. | 0.02% | Reduce -13.5% | 217,502 | $70.3M |
| Wealth Enhancement Advisory Services, LLC | 0.08% | Add +1.9% | 179,568 | $60.6M |
| Creative Planning | 0.04% | Add +5.2% | 184,037 | $59.4M |
| Sei Investments Co. | 0.05% | Reduce 0.0% | 170,636 | $55.1M |
| US Bancorp \de | 0.06% | Reduce -38.1% | 159,943 | $51.7M |
| Ameriprise Financial Inc. | 0.01% | Add +13.2% | 152,488 | $49.3M |
| Keybank National Association | 0.17% | Add +0.6% | 146,115 | $47.2M |
| Osaic Holdings, Inc. | 0.07% | Add +64.8% | 142,797 | $46.2M |
| Pacific Life Fund Advisors LLC | 4.74% | Add +33.0% | 142,468 | $46.0M |
| Cresset Asset Management, LLC | 0.19% | Add +0.0% | 139,330 | $45.0M |
| Pathstone Holdings, LLC | 0.17% | Add +8.5% | 138,972 | $44.9M |
| Rockefeller Capital Management L.P. | 0.08% | Add +29.5% | 135,705 | $43.8M |
| Northwestern Mutual Wealth Management Co. | 0.03% | Add +0.8% | 127,183 | $41.1M |
| Truist Financial Corp. | 0.05% | Reduce -2.9% | 123,200 | $39.8M |
| Choreo, LLC | 0.47% | Add +3.0% | 113,436 | $37.0M |
| Jones Financial Companies LLLP | 0.02% | Add +11.1% | 114,392 | $36.9M |
| Focus Partners Wealth | 0.04% | Add +48.5% | 110,423 | $35.7M |
| Fort Washington Investment Advisors Inc. | 0.18% | Add +1.6% | 106,920 | $34.5M |
| MAI Capital Management | 0.19% | Add +3.1% | 103,345 | $33.4M |
| Stifel Financial Corp. | 0.03% | Add +25.1% | 97,565 | $31.5M |
| Fuller & Thaler Asset Management, Inc. | 0.10% | Add +163.4% | 92,588 | $29.9M |
| Yarbrough Capital, LLC | 0.91% | No change | 90,335 | $29.2M |
| Silvercrest Asset Management Group LLC | 0.20% | Reduce -1.3% | 88,572 | $28.6M |
| WoodTrust Financial Corp | 3.33% | Reduce -0.7% | 88,308 | $28.5M |
| Wellington Management Group LLP | 0.00% | Add +87.1% | 84,328 | $27.2M |
| Hantz Financial Services, Inc. | 0.40% | Add +6.3% | 84,044 | $27.1M |
| Moneta Group Investment Advisors LLC | 0.20% | Reduce -2.1% | 82,685 | $26.7M |
| Captrust Financial Advisors | 0.05% | Add +4.5% | 79,275 | $25.6M |
| Bank of Montreal | 0.01% | Reduce -0.5% | 78,853 | $25.5M |
| Comerica Bank | 0.10% | Add +10.1% | 77,957 | $25.2M |
| Barclays PLC | 0.01% | Reduce -45.8% | 76,537 | $24.7M |
| Congress Asset Management Co. | 0.17% | Add +4991.1% | 76,264 | $24.6M |
| Stephens Group Asset Management, LLC | 1.61% | Add +0.0% | 74,859 | $24.2M |
| VAUGHAN & Co SECURITIES, INC. | 12.33% | Add +1.0% | 73,800 | $23.8M |
| HighTower Advisors, LLC | 0.03% | Add +6.0% | 72,883 | $23.5M |
| MML Investors Services, LLC | 0.06% | Add +5.5% | 72,689 | $23.5M |
| BlackRock, Inc. | 0.00% | Add +19.4% | 70,299 | $22.7M |
| Cerity Partners LLC | 0.03% | Add +6.3% | 67,791 | $21.9M |
| Droms Strauss Advisors Inc. /Mo/ | 5.68% | Reduce -0.5% | 66,873 | $21.6M |
| Waldron Private Wealth LLC | 0.84% | Reduce -3.4% | 65,597 | $21.2M |
| Mariner, LLC | 0.02% | Add +0.8% | 64,230 | $20.7M |
| Allspring Global Investments Holdings, LLC | 0.03% | New | 62,141 | $20.1M |
| Geneva Capital Management LLC | 0.38% | Reduce -12.6% | 61,898 | $20.0M |
| Fiera Capital Corp | 0.06% | Add +710.6% | 61,864 | $20.0M |
| Kestra Advisory Services, LLC | 0.08% | Add +9.4% | 60,407 | $19.5M |
| Powell Investment Advisors, LLC | 6.71% | Reduce -0.5% | 60,334 | $19.5M |
| Confluence Wealth Services, Inc. | 0.80% | Add +2.5% | 59,528 | $19.2M |
| Avantax Planning Partners, Inc. | 0.49% | Add +0.3% | 54,063 | $17.5M |
| First Horizon Corp. | 0.77% | Add +50.7% | 53,005 | $17.1M |
| AMG National Trust Bank | 0.40% | Reduce -4.6% | 52,611 | $17.0M |
| Baird Financial Group, Inc. | 0.03% | Add +4.8% | 50,506 | $16.3M |
| Wealthspire Advisors, LLC | 0.13% | Add +2.2% | 49,395 | $16.0M |
| Fifth Third Bancorp | 0.05% | Reduce -0.9% | 49,331 | $15.9M |
| Courier Capital LLC | 0.87% | Add +1.9% | 47,800 | $15.4M |
| Axiom Investors LLC | 0.13% | Reduce -12.9% | 47,100 | $15.2M |
| LMG Wealth Partners, LLC | 2.78% | Add +2.1% | 46,144 | $14.9M |
| Fortis Group Advisors, LLC | 2.46% | Add +60.7% | 43,677 | $14.7M |
| Steward Partners Investment Advisory, LLC | 0.08% | Add +1.3% | 44,708 | $14.4M |
| Tobias Financial Advisors, Inc. | 1.98% | Add +1.5% | 43,449 | $14.0M |
| RTD Financial Advisors, Inc. | 1.69% | Reduce -2.4% | 42,849 | $13.8M |
| Allworth Financial LP | 0.06% | Add +905.7% | 41,909 | $13.5M |
| Whittier Trust Co. of Nevada Inc. | 0.28% | Add +3.4% | 40,104 | $13.5M |
| Shepherd Financial Partners LLC | 1.24% | Reduce -3.4% | 41,462 | $13.4M |
| Strategic Equity Management | 4.51% | New | 41,177 | $13.3M |
| Summit Financial, LLC | 0.19% | Add +17.9% | 40,590 | $13.1M |
| Waverly Advisors, LLC | 0.11% | Add +5.2% | 40,158 | $13.0M |
| Quent Capital, LLC | 0.93% | Add +25.1% | 40,074 | $12.9M |
| Pinnacle Financial Partners, Inc. | 0.10% | — | 39,175 | $12.7M |
| Blair William & Co. | 0.03% | Reduce -3.9% | 37,644 | $12.2M |
| Hillcrest Wealth Advisors - NY, LLC | 5.22% | Reduce -1.3% | 37,550 | $12.1M |
| Fund Evaluation Group, LLC | 0.38% | Add +7.7% | 35,156 | $11.4M |
| Orion Porfolio Solutions, LLC | 0.08% | Reduce -61.8% | 34,757 | $11.2M |
| Corundum Group, Inc. | 3.72% | Add +18.6% | 34,285 | $11.1M |
| Franklin Resources Inc. | 0.00% | Add +0.4% | 31,709 | $10.2M |
| Stephens Inc. | 0.12% | Add +0.0% | 29,837 | $9.6M |
| NewEdge Advisors, LLC | 0.04% | Reduce -3.7% | 29,819 | $9.6M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -2.8% | 29,279 | $9.5M |
| HSBC Holdings PLC | 0.01% | Add +233.3% | 28,757 | $9.3M |
| Sanctuary Advisors, LLC | 0.05% | Add +6.9% | 28,423 | $9.2M |
| Flaharty Asset Management, LLC | 1.11% | Reduce -44.2% | 27,506 | $8.9M |
| Oldfather Financial Services, LLC | 2.62% | Reduce -0.0% | 27,202 | $8.8M |
| Team Hewins, LLC | 2.82% | Reduce -0.8% | 27,055 | $8.7M |
| Glenmede Trust Co. NA | 0.04% | — | 27,006 | $8.7M |
| CIBC Private Wealth Group LLC | 0.01% | Add +0.2% | 26,849 | $8.7M |
| Rice Hall James & Associates, LLC | 0.47% | Add +341.9% | 26,547 | $8.6M |
| Natixis Advisors, LLC | 0.01% | Add +53.1% | 26,530 | $8.6M |
| Thoma Capital Management LLC | 4.92% | Reduce -22.1% | 26,454 | $8.5M |
| Erickson Financial Group, LLC | 5.19% | Reduce -1.0% | 26,180 | $8.5M |
| Sequent Asset Management, LLC | 3.68% | No change | 25,631 | $8.3M |
| LBJ Family Wealth Advisors, Ltd. | 4.52% | Reduce -0.4% | 25,453 | $8.2M |
| EP Wealth Advisors, LLC | 0.04% | — | 25,332 | $8.2M |
| Johnson Investment Counsel Inc. | 0.07% | Add +0.8% | 25,193 | $8.1M |
| 360 Financial, Inc. | 2.42% | Reduce -2.8% | 24,830 | $8.0M |
| Oak Ridge Investments LLC | 0.49% | New | 24,820 | $8.0M |
| Modera Wealth Management, LLC | 0.09% | Reduce -2.6% | 24,432 | $7.9M |
| Whittier Trust Co. | 0.09% | Reduce -0.1% | 23,264 | $7.8M |
| Savant Capital, LLC | 0.04% | Add +1.7% | 23,392 | $7.6M |
| MidFirst Bank | 0.59% | — | 23,053 | $7.4M |
| HB Wealth Management, LLC | 0.05% | Add +5.7% | 22,967 | $7.4M |
| LWM Advisors Inc. | 6.41% | Add +1.5% | 22,554 | $7.3M |
| Idaho Trust Co | 2.41% | Reduce -0.6% | 22,505 | $7.3M |
| Kestra Private Wealth Services, LLC | 0.09% | Add +2.8% | 21,915 | $7.1M |
| Occidental Asset Management, LLC | 0.85% | Add +1.8% | 21,858 | $7.1M |
| Moneywise, Inc. | 2.89% | New | 21,545 | $7.0M |
| Citadel Advisors | 0.00% | Add +6.8% | 21,489 | $6.9M |
| Noble Family Wealth, LLC | 1.46% | Add +2.4% | 21,468 | $6.9M |
| Curated Wealth Partners LLC | 0.73% | New | 20,826 | $6.7M |
| Fiduciary Trust Co | 0.08% | Reduce -3.2% | 20,760 | $6.7M |
| XML Financial, LLC | 0.55% | Add +3.5% | 20,724 | $6.7M |
| Equitable Holdings, Inc. | 0.05% | Reduce -3.3% | 20,570 | $6.6M |
| Envestnet Portfolio Solutions, Inc. | 0.02% | Add +24.0% | 20,335 | $6.6M |
| Cwm, LLC | 0.02% | Add +27.4% | 20,224 | $6.5M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Add +1.8% | 19,617 | $6.3M |
| Avidian Wealth Enterprises, LLC | 0.23% | Reduce -1.6% | 19,450 | $6.3M |
| Bokf, NA | 0.09% | Reduce -19.8% | 18,996 | $6.1M |
| Bailard, Inc. | 0.14% | Add +0.4% | 18,963 | $6.1M |
| Rodgers & Associates, LTD | 0.62% | Reduce -1.5% | 18,926 | $6.1M |
| Beacon Pointe Advisors, LLC | 0.04% | Add +8.6% | 18,573 | $6.0M |
| Harbor Investment Advisory, LLC | 0.45% | Reduce -3.6% | 18,495 | $6.0M |
| &partners | 0.03% | Add +374.1% | 18,360 | $6.0M |
| Foundation Wealth Management, LLC | 4.12% | Reduce -3.7% | 18,438 | $6.0M |
| Prudential Financial Inc. | 0.01% | Reduce -3.3% | 18,260 | $5.9M |
| Tritonpoint Wealth, LLC | 0.60% | Reduce -1.5% | 18,227 | $5.9M |
| First Citizens Bank & Trust Co. | 0.12% | Add +9.7% | 18,215 | $5.9M |
| Mechanics Bank Trust Department | 0.77% | Reduce -3.1% | 18,109 | $5.8M |
| Ieq Capital, LLC | 0.02% | Reduce -15.8% | 17,848 | $5.8M |
| InvesTrust | 2.20% | Reduce -5.3% | 17,605 | $5.7M |
| Coldstream Capital Management Inc. | 0.07% | Reduce -4.7% | 17,522 | $5.7M |
| Farmers & Merchants Investments Inc. | 0.15% | No change | 17,311 | $5.6M |
| Nicholas Investment Partners, LP | 0.46% | New | 17,261 | $5.6M |
| Clearbridge Investments, LLC | 0.00% | Add +1694.9% | 16,800 | $5.4M |
| Kayne Anderson Rudnick Investment Management LLC | 0.01% | Add +95.2% | 16,779 | $5.4M |
| Jane Street Group, LLC | 0.01% | Reduce -15.2% | 16,735 | $5.4M |
| Bishop & Co Investment Management, LLC | 1.77% | Reduce -2.7% | 16,524 | $5.3M |
| Cullen/Frost Bankers, Inc. | 0.06% | Add +2.9% | 16,461 | $5.3M |
| D. E. Shaw & Co. | 0.00% | New | 16,282 | $5.3M |
| Riverbridge Partners LLC | 0.09% | Add +67.0% | 15,576 | $5.0M |
| Stock Yards Bank & Trust Co. | 0.15% | Add +2.8% | 15,393 | $5.0M |
| Quadrant Capital Group LLC | 0.15% | Reduce -17.1% | 15,225 | $4.9M |
| Flow Traders U.S. LLC | 0.16% | Add +3.0% | 14,772 | $4.8M |
| Carbahal Olsen Financial Services Group, LLC | 3.61% | Add +1.6% | 14,558 | $4.7M |
| Summit Creek Advisors LLC | 0.72% | New | 14,242 | $4.6M |
| Welch & Forbes LLC | 0.05% | Reduce -0.0% | 13,980 | $4.5M |
| Lowery Thomas, LLC | 2.51% | Reduce -7.9% | 13,753 | $4.4M |
| Great Valley Advisor Group, Inc. | 0.08% | Add +1.1% | 13,658 | $4.4M |
| Finley Financial, LLC | 2.02% | Reduce -3.8% | 13,655 | $4.4M |
| Wealth Enhancement Trust Services, Inc. | 0.55% | — | 13,594 | $4.4M |
| Connective Capital Management, LLC | 2.55% | No change | 13,453 | $4.3M |
| Crescent Grove Advisors, LLC | 0.41% | Reduce -6.2% | 13,422 | $4.3M |
| Assetmark, Inc. | 0.01% | Reduce -48.6% | 13,383 | $4.3M |
| DT Investment Partners, LLC | 0.36% | No change | 13,294 | $4.3M |
| Instrumental Wealth, LLC | 2.56% | Add +10.1% | 12,541 | $4.3M |
| Stratos Wealth Partners, LTD. | 0.05% | Add +19.5% | 13,033 | $4.2M |
| Fell Capital Management | 4.08% | — | 12,955 | $4.2M |
| Pinnacle Associates Ltd. | 0.05% | Add +1.1% | 12,953 | $4.2M |
| Stevens Capital Partners | 1.09% | Reduce -1.3% | 12,880 | $4.2M |
| Vance Wealth, LLC | 1.23% | Add +8.1% | 12,832 | $4.1M |
| AQR Capital Management | 0.00% | Add +4.7% | 12,780 | $4.1M |
| Regions Financial Corp. | 0.03% | Reduce -3.5% | 12,615 | $4.1M |
| T. Rowe Price Associates Inc. | 0.00% | Add +26.4% | 12,586 | $4.1M |
| Larson Financial Group LLC | 0.13% | Reduce -0.6% | 12,432 | $4.0M |
| Prospera Financial Services Inc | 0.06% | Add +23.1% | 12,169 | $3.9M |
| LGL Partners, LLC | 1.67% | Add +0.2% | 12,115 | $3.9M |
| Carnegie Investment Counsel | 0.07% | Add +0.3% | 11,869 | $3.8M |
| Ashford Capital Management Inc. | 0.43% | Add +35.2% | 11,862 | $3.8M |
| Bare Financial Services, Inc | 1.07% | Reduce -1.8% | 11,859 | $3.8M |
| Montecito Bank & Trust | 0.61% | Reduce -1.0% | 11,798 | $3.8M |
| Ariston Services Group | 2.23% | Reduce -0.2% | 11,776 | $3.8M |
| Echo45 Advisors LLC | 2.17% | Add +0.6% | 11,748 | $3.8M |
| GTS Securities LLC | 0.13% | Add +24.3% | 11,676 | $3.8M |
| Tradition Wealth Management, LLC | 0.27% | Reduce -0.0% | 11,677 | $3.8M |
| Lido Advisors, LLC | 0.01% | Add +9.9% | 11,738 | $3.8M |
| Zions Bancorporation, National Association | 0.17% | Add +65.3% | 11,579 | $3.7M |
| Renaissance Technologies | 0.01% | Add +943.6% | 11,480 | $3.7M |
| Quantum Portfolio Management LLC | 1.64% | Reduce -38.5% | 11,475 | $3.7M |
| St. Louis Trust Co | 0.42% | No change | 11,467 | $3.7M |
| Sacks & Associates, LLC | 2.70% | — | 11,397 | $3.7M |
| Oppenheimer Asset Management Inc. | 0.04% | New | 11,254 | $3.6M |
| Simon Quick Advisors, LLC | 0.16% | Reduce -4.5% | 11,205 | $3.6M |
| FineMark National Bank & Trust | 0.11% | Add +44.5% | 11,121 | $3.6M |
| Midwest Trust Co | 0.04% | Reduce -2.6% | 11,096 | $3.6M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -11.4% | 10,629 | $3.4M |
| Stephen J. Garry & Associates, LLC | 2.67% | Reduce -1.6% | 10,435 | $3.4M |
| CFS Investment Advisory Services, LLC | 0.25% | Reduce -2.4% | 10,415 | $3.4M |
| Atlas Brown,Inc. | 0.99% | Add +0.0% | 10,347 | $3.3M |
| Moody LYNN Lieberson & Walker, LLC | 0.18% | No change | 10,299 | $3.3M |
| Parkside Financial Bank & Trust | 0.25% | Reduce -0.7% | 10,155 | $3.3M |
| Midwest Professional Planners, LTD. | 0.78% | New | 10,143 | $3.3M |
| Rehmann Capital Advisory Group | 0.17% | Add +5.6% | 10,021 | $3.2M |
| CreativeOne Wealth, LLC | 0.08% | Add +1.6% | 10,005 | $3.2M |
| Clearstead Advisors, LLC | 0.04% | Add +0.5% | 9,999 | $3.2M |
| Golden State Wealth Management, LLC | 0.34% | Reduce -1.8% | 9,856 | $3.2M |
| Oppenheimer & Co. Inc. | 0.04% | Reduce -0.7% | 9,749 | $3.1M |
| Vanguard Group Inc. | 0.00% | Add +3.9% | 9,708 | $3.1M |
| VestGen Advisors, LLC | 0.13% | Add +9.7% | 9,551 | $3.1M |
| Wealthfront Advisers LLC | 0.01% | Add +13.4% | 9,507 | $3.1M |
| Trilogy Capital Inc. | 0.14% | Add +358.5% | 9,472 | $3.1M |
| Fifth Third Securities, Inc. | 0.20% | Reduce -4.7% | 9,385 | $3.0M |
| Grey Fox Wealth Advisors, LLC | 0.62% | Reduce -3.5% | 9,351 | $3.0M |
| Arkadios Wealth Advisors | 0.06% | Add +230.6% | 9,317 | $3.0M |
| Tompkins Financial Corp. | 0.23% | Reduce -1.2% | 9,238 | $3.0M |
| Widmann Financial Services, Inc. | 1.82% | Add +0.9% | 9,194 | $3.0M |
| BBR Partners, LLC | 0.16% | New | 9,163 | $3.0M |
| Geneos Wealth Management Inc. | 0.07% | Add +20.1% | 9,143 | $3.0M |
| First Foundation Advisors | 0.11% | Add +3.9% | 9,128 | $2.9M |
| MV Capital Management, Inc. | 0.28% | Reduce -9.3% | 9,119 | $2.9M |
| Callan Family Office, LLC | 0.06% | Add +1161.0% | 9,117 | $2.9M |
| Sand Hill Global Advisors, LLC | 0.10% | No change | 8,984 | $2.9M |
| Mill Creek Capital Advisors, LLC | 0.06% | Reduce -22.9% | 8,964 | $2.9M |
| Global Retirement Partners, LLC | 0.05% | Add +711.7% | 8,888 | $2.9M |
| Investment Partners, LTD. | 0.99% | Reduce -1.1% | 8,746 | $2.8M |
| Corsair Capital Management, L.P. | 0.45% | No change | 8,484 | $2.7M |
| Sowell Financial Services LLC | 0.10% | Reduce -4.6% | 8,443 | $2.7M |
| Bartlett & Co. Wealth Management LLC | 0.04% | No change | 8,440 | $2.7M |
| Ticino Wealth | 1.01% | — | 8,423 | $2.7M |
| 1834 Investment Advisors Co. | 0.34% | Reduce -0.5% | 8,308 | $2.7M |
| Dorsey & Whitney Trust CO LLC | 0.14% | No change | 8,240 | $2.7M |
| Citizens Financial Group Inc. | 0.03% | Add +0.1% | 8,054 | $2.6M |
| Dakota Wealth Management | 0.05% | Add +34.3% | 8,043 | $2.6M |
| Arax Advisory Partners | 0.08% | New | 7,983 | $2.6M |
| Relyea Zuckerberg Hanson LLC | 0.26% | Reduce -4.5% | 7,937 | $2.6M |
| XTX Topco Ltd | 0.07% | Add +1147.9% | 7,874 | $2.5M |
| Blue Trust, Inc. | 0.03% | Add +1.3% | 7,864 | $2.5M |
| Whitegate Investment Counselors, Inc. | 0.79% | Reduce -0.4% | 7,823 | $2.5M |
| Legacy Edge Advisors, LLC | 0.28% | Reduce -3.6% | 7,788 | $2.5M |
| Hilltop Holdings Inc. | 0.15% | Reduce -8.1% | 7,675 | $2.5M |
| Focus Partners Advisor Solutions, LLC | 0.03% | Reduce -7.4% | 7,658 | $2.5M |
| William Blair Investment Management, LLC | 0.01% | Reduce -79.1% | 7,560 | $2.4M |
| Washington Trust Bank | 0.17% | No change | 7,499 | $2.4M |
| Snowden Capital Advisors LLC | 0.06% | Add +15.7% | 7,469 | $2.4M |
| Legacy Bridge, LLC | 0.96% | Add +1.4% | 7,332 | $2.4M |
| Chemung Canal Trust Co. | 0.47% | No change | 7,321 | $2.4M |
| One Capital Management, LLC | 0.07% | Reduce -72.1% | 7,292 | $2.4M |
| Atria Investments, Inc | 0.03% | Add +75.5% | 7,291 | $2.4M |
| SGL Investment Advisors, Inc. | 0.96% | Add +12.7% | 7,228 | $2.4M |
| Gotham Asset Management | 0.01% | No change | 7,064 | $2.3M |
| Private Wealth Asset Management, LLC | 0.25% | Reduce -4.1% | 6,987 | $2.3M |
| Index Technologies Group LLC | 2.35% | — | 6,968 | $2.3M |
| Private Advisor Group, LLC | 0.01% | Add +2.8% | 6,959 | $2.2M |
| Visionary Wealth Advisors | 0.10% | Reduce -2.3% | 6,927 | $2.2M |
| Grey Ledge Advisors, LLC | 0.51% | Add +1.0% | 6,920 | $2.2M |
| Luts & Greenleigh Group, Inc. | 1.89% | Add +0.6% | 6,882 | $2.2M |
| jvl associates llc | 0.71% | No change | 6,750 | $2.2M |
| World Investment Advisors | 0.04% | Add +19.0% | 6,739 | $2.2M |
| Sonata Capital Group Inc. | 0.79% | Reduce -0.1% | 6,737 | $2.2M |
| JMG Financial Group, Ltd. | 0.06% | Reduce -0.5% | 6,663 | $2.2M |
| DF Dent & Co. Inc. | 0.03% | New | 6,534 | $2.1M |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.02% | Reduce -2.1% | 6,088 | $2.1M |
| Summit Wealth Group LLC / Co. | 0.28% | New | 6,449 | $2.1M |
| Merit Financial Group, LLC | 0.02% | Add +8.4% | 6,412 | $2.1M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -3.0% | 6,370 | $2.1M |
| Wealthcare Advisory Partners LLC | 0.04% | Reduce -2.0% | 6,354 | $2.1M |
| Neuberger Berman Group LLC | 0.00% | Add +66.9% | 6,282 | $2.0M |
| Somerset Group LLC | 1.52% | No change | 5,990 | $2.0M |
| Fifth Third Wealth Advisors LLC | 0.07% | Reduce -5.8% | 6,206 | $2.0M |
| Principal Financial Group Inc. | 0.00% | Reduce -19.5% | 6,200 | $2.0M |
| United Capital Financial Advisors, LLC | 0.01% | Add +36.1% | 6,094 | $2.0M |
| Texas Yale Capital Corp. | 0.06% | No change | 6,078 | $2.0M |
| Robertson Stephens Wealth Management, LLC | 0.06% | Reduce -1.1% | 6,064 | $2.0M |
| Sequoia Financial Advisors, LLC | 0.01% | Add +2.1% | 6,057 | $2.0M |
| Primoris Wealth Advisors, LLC | 1.17% | Reduce -16.0% | 6,052 | $2.0M |
| Haverford Trust Co | 0.02% | No change | 5,971 | $1.9M |
| Sigma Planning Corp | 0.05% | Reduce -1.6% | 5,956 | $1.9M |
| Elevated Capital Advisors, LLC | 0.44% | Add +36.0% | 5,891 | $1.9M |
| Highland Capital Management, LLC | 0.09% | Reduce -1.4% | 5,889 | $1.9M |
| Integrated Wealth Concepts LLC | 0.02% | Add +121.6% | 5,882 | $1.9M |
| Intrua Financial, LLC | 0.21% | New | 5,858 | $1.9M |
| Ashton Thomas Private Wealth, LLC | 0.05% | Reduce -55.8% | 5,846 | $1.9M |
| McAdam, LLC | 0.09% | Reduce -5.5% | 5,802 | $1.9M |
| Quantinno Capital Management LP | 0.00% | Add +65.7% | 5,747 | $1.9M |
| Kelsey Financial, LLC | 1.58% | — | 5,701 | $1.8M |
| Steel Grove Capital Advisors, LLC | 0.19% | Reduce -9.2% | 5,650 | $1.8M |
| Nicolet Advisory Services, LLC | 0.12% | New | 5,293 | $1.8M |
| Foundation Wealth Management, LLC\PA | 0.66% | Reduce -30.7% | 5,632 | $1.8M |
| Meramec Financial Planners, LLC | 0.71% | — | 5,335 | $1.8M |
| Mach-1 Financial Group, LLC | 0.37% | New | 5,531 | $1.8M |
| Crestwood Advisors Group, LLC | 0.03% | Reduce -19.1% | 5,499 | $1.8M |
| Ironwood Financial, llc | 0.30% | Reduce -11.2% | 5,141 | $1.8M |
| Cornerstone Wealth Management, LLC | 0.09% | Add +33.6% | 5,481 | $1.8M |
| Shakespeare Wealth Management, LLC | 0.39% | Reduce -0.8% | 5,464 | $1.8M |
| Decision Investments, Inc. | 1.92% | — | 5,439 | $1.8M |
| Eagle Strategies LLC | 0.22% | Add +0.2% | 5,404 | $1.7M |
| Navis Wealth Advisors, LLC | 0.74% | Add +33.7% | 5,396 | $1.7M |
| BTC Capital Management, Inc. | 0.12% | No change | 5,394 | $1.7M |
| Connecticut Wealth Management, LLC | 0.07% | No change | 5,288 | $1.7M |
| Eukles Asset Management | 0.66% | Reduce -1.5% | 5,271 | $1.7M |
| Stronghold Wealth Management L.L.C. | 2.51% | — | 5,254 | $1.7M |
| Equitable Trust Co. | 0.08% | Add +1.2% | 5,230 | $1.7M |
| OneDigital Investment Advisors LLC | 0.02% | Reduce -3.7% | 5,168 | $1.7M |
| Risk Paradigm Group, LLC | 1.61% | — | 5,166 | $1.7M |
| Nations Financial Group Inc, /Ia/ | 0.09% | Reduce -11.0% | 5,152 | $1.7M |
| Jasper Ridge Partners, L.P. | 0.04% | No change | 5,145 | $1.7M |
| Lewis Asset Management, LLC | 0.68% | Add +2.0% | 5,136 | $1.7M |
| Cornerstone Wealth Advisors, Inc. | 0.38% | Reduce -3.5% | 5,122 | $1.7M |
| Mather Group, Llc. | 0.02% | Reduce -0.2% | 5,117 | $1.7M |
| Heck Capital Advisors, LLC | 0.12% | Add +120.1% | 5,097 | $1.6M |
| Jackson, Grant Investment Advisers, Inc. | 0.54% | Reduce -4.6% | 5,056 | $1.6M |
| RPg Family Wealth Advisory, LLC | 0.36% | Reduce -57.3% | 5,053 | $1.6M |
| Connable Office Inc. | 0.15% | No change | 5,051 | $1.6M |
| McKinley Carter Wealth Services, Inc. | 0.09% | Reduce -3.2% | 4,966 | $1.6M |
| American State Bank (Iowa) | 0.77% | Add +7.4% | 4,951 | $1.6M |
| Meridian Wealth Management, LLC | 0.06% | Add +5.8% | 4,886 | $1.6M |
| Affinity Capital Advisors, LLC | 0.22% | No change | 4,868 | $1.6M |
| Wescott Financial Advisory Group, LLC | 0.14% | Add +24.8% | 4,819 | $1.6M |
| Trust Point Inc. | 0.12% | No change | 4,805 | $1.6M |
| O'shaughnessy Asset Management, LLC | 0.01% | Reduce -0.9% | 4,739 | $1.5M |
| Pointe Capital Management LLC | 0.76% | Add +3.6% | 4,734 | $1.5M |
| UMB Bank, n.a. | 0.02% | Reduce -3.6% | 4,732 | $1.5M |
| Susquehanna International Group, LLP | 0.00% | Reduce -34.1% | 4,719 | $1.5M |
| Chatham Capital Group, Inc. | 0.22% | No change | 4,715 | $1.5M |
| MWA Asset Management | 0.85% | Reduce -1.0% | 4,698 | $1.5M |
| Tranquility Partners, LLC | 0.54% | Reduce -0.9% | 4,677 | $1.5M |
| Appleton Partners Inc. | 0.10% | No change | 4,639 | $1.5M |
| Vawter Financial, Ltd. | 0.62% | Reduce -1.2% | 4,561 | $1.5M |
| Naviter Wealth, LLC | 0.19% | No change | 4,560 | $1.5M |
| Millennium Management | 0.00% | New | 4,549 | $1.5M |
| Chicago Capital, LLC | 0.04% | Reduce -7.7% | 4,478 | $1.4M |
| Lighthouse Financial LLC | 0.94% | No change | 4,460 | $1.4M |
| Boston Family Office LLC | 0.09% | No change | 4,441 | $1.4M |
| Farther Finance Advisors, LLC | 0.02% | Add +42.5% | 4,408 | $1.4M |
| Aft, Forsyth & Company, Inc. | 0.61% | No change | 4,408 | $1.4M |
| Capital Group Private Client Services, Inc. | 0.02% | Add +0.1% | 4,404 | $1.4M |
| Allium Financial Advisors, LLC | 1.13% | No change | 4,397 | $1.4M |
| SilverOak Wealth Management LLC | 0.22% | Add +0.5% | 4,353 | $1.4M |
| J.W. Cole Advisors, Inc. | 0.03% | Reduce -3.9% | 4,425 | $1.4M |
| Armstrong, Fleming & Moore, Inc | 0.64% | Add +0.2% | 4,308 | $1.4M |
| Apollon Wealth Management, LLC | 0.02% | Add +32.6% | 4,287 | $1.4M |
| Brady Martz Wealth Solutions, LLC | 0.24% | No change | 4,262 | $1.4M |
| Compound Planning, Inc. | 0.04% | Add +63.0% | 4,243 | $1.4M |
| Integrated Advisors Network LLC | 0.06% | Add +3.1% | 4,215 | $1.4M |
| Valeo Financial Advisors, LLC | 0.03% | Reduce -8.7% | 4,206 | $1.4M |
| Krilogy Financial LLC | 0.05% | Reduce -2.9% | 3,833 | $1.3M |
| Veery Capital, LLC | 0.40% | Add +0.8% | 4,051 | $1.3M |
| Fortitude Family Office, LLC | 0.30% | Add +19.3% | 3,995 | $1.3M |
| Centaurus Financial, Inc. | 0.06% | Add +2.5% | 3,983 | $1.3M |
| Sterling Capital Management LLC | 0.02% | Reduce -22.0% | 3,976 | $1.3M |
| Frederick Financial Consultants, LLC | 0.69% | Reduce -0.1% | 3,909 | $1.3M |
| Independent Advisor Alliance | 0.03% | Add +7.5% | 3,862 | $1.2M |
| Bragg Financial Advisors, Inc | 0.04% | Reduce -0.6% | 3,833 | $1.2M |
| Mma Asset Management LLC | 0.44% | Reduce -3.6% | 3,820 | $1.2M |
| Aspiriant, LLC | 0.04% | Add +9.3% | 3,766 | $1.2M |
| NBT Bank, N.A. | 0.08% | Add +0.3% | 3,717 | $1.2M |
| Strategic Wealth Partners, Ltd. | 0.08% | No change | 3,712 | $1.2M |
| Advisory Services Network, LLC | 0.02% | Add +6.2% | 3,699 | $1.2M |
| Allstreet Capital Advisors LLC | 0.85% | — | 3,638 | $1.2M |
| Intrepid Financial Planning Group LLC | 0.44% | Reduce -1.0% | 3,614 | $1.2M |
| Diversified Trust Co. | 0.02% | No change | 3,607 | $1.2M |
| TD Private Client Wealth LLC | 0.02% | Reduce -4.0% | 3,574 | $1.2M |
| Stonebridge Financial Planning Group, LLC | 0.42% | Add +1.6% | 3,572 | $1.2M |
| HBK Sorce Advisory LLC | 0.03% | Add +6.0% | 3,392 | $1.2M |
| Riversedge Advisors, LLC | 0.19% | Add +0.1% | 3,557 | $1.1M |
| Insight 2811, Inc. | 0.50% | Reduce -5.4% | 3,533 | $1.1M |
| Bayban | 1.01% | — | 3,531 | $1.1M |
| Walsh & Associates, LLC | 1.12% | — | 3,527 | $1.1M |
| StoneX Group Inc. | 0.05% | Add +0.3% | 3,501 | $1.1M |
| Lanark Financial, Inc. | 0.09% | Add +1.0% | 3,510 | $1.1M |
| Guidance Point Advisors, LLC | 0.27% | Add +0.8% | 3,482 | $1.1M |
| Glass Jacobson Investment Advisors llc | 0.40% | No change | 3,469 | $1.1M |
| Clarion Wealth Managment Partners, LLC | 1.03% | Reduce -3.8% | 3,446 | $1.1M |
| Davidson Trust Co. | 0.46% | Reduce -2.2% | 3,443 | $1.1M |
| Wesbanco Bank Inc. | 0.03% | Add +1.0% | 3,412 | $1.1M |
| Keudell/Morrison Wealth Management | 0.23% | — | 3,399 | $1.1M |
| Townsend Asset Management Corp. /NC/ | 0.38% | Reduce -0.6% | 3,372 | $1.1M |
| Quadcap Wealth Management, LLC | 0.12% | Add +0.2% | 3,361 | $1.1M |
| Ironwood Investment Counsel, LLC | 0.15% | No change | 3,354 | $1.1M |
| DHJJ Financial Advisors, Ltd. | 0.36% | Reduce -4.0% | 3,348 | $1.1M |
| Park Avenue Securities LLC | 0.01% | Add +19.4% | 3,270 | $1.1M |
| Integrity Alliance, Llc. | 0.04% | Add +18.2% | 3,265 | $1.1M |
| First Bancorp, Inc | 0.56% | No change | 3,260 | $1.1M |
| SVB Wealth LLC | 0.06% | Reduce -37.6% | 3,257 | $1.1M |
| Independent Financial Group, LLC | 0.02% | Reduce -9.7% | 3,241 | $1.0M |
| Eastern Bank | 0.02% | Add +1.9% | 3,223 | $1.0M |
| Canandaigua National Bank & Trust Co. | 0.09% | Add +0.1% | 3,219 | $1.0M |
| Kingsview Wealth Management, LLC | 0.01% | Reduce -14.5% | 3,215 | $1.0M |
| Acima Private Wealth, LLC | 0.32% | No change | 3,170 | $1.0M |
| First National Bank Sioux Falls | 0.31% | No change | 3,159 | $1.0M |
| Prosperity Planning, Inc. | 0.38% | Reduce -0.5% | 3,146 | $1.0M |
| Allegheny Financial Group | 0.15% | Add +0.2% | 3,143 | $1.0M |
| First Business Financial Services, Inc. | 0.09% | No change | 3,132 | $1.0M |
| Cadence Bank | 0.06% | Reduce -1.4% | 3,123 | $1.0M |
| Old National Bancorp | 0.02% | No change | 3,123 | $1.0M |
| Fiduciary Alliance LLC | 0.07% | Add +4.3% | 3,121 | $1.0M |
| Brown Wealth Management, LLC | 0.26% | Reduce -15.3% | 3,110 | $1.0M |
| Brookstone Capital Management | 0.01% | Reduce -36.1% | 3,095 | $1000K |
| FAS Wealth Partners, Inc. | 0.06% | Add +2.0% | 3,094 | $1000K |
| Wasatch Advisors LP | 0.01% | New | 3,093 | $999K |
| OpenArc Corporate Advisory, LLC | 0.02% | — | 3,076 | $994K |
| HRT Financial LP | 0.00% | Reduce -2.1% | 3,057 | $987K |
| Disciplined Investments, LLC | 0.37% | Reduce -0.8% | 3,008 | $972K |
| Parallel Advisors, LLC | 0.02% | Reduce -7.1% | 3,006 | $971K |
| Alesco Advisors, LLC, An ESL Co | 0.03% | No change | 3,000 | $969K |
| Renasant Bank | 0.66% | No change | 2,997 | $968K |
| AdvisorNet Financial, Inc | 0.05% | Add +6.3% | 2,985 | $964K |
| Smartleaf Asset Management LLC | 0.04% | Add +43.3% | 2,950 | $961K |
| Copia Wealth Management | 0.68% | Add +5.3% | 2,962 | $957K |
| Fidelis Capital Partners, LLC | 0.07% | Reduce -9.1% | 2,945 | $951K |
| Freestone Capital Holdings, LLC | 0.03% | Reduce -9.6% | 2,945 | $951K |
| NorthRock Partners, LLC | 0.02% | Reduce -2.3% | 2,901 | $937K |
| Sagespring Wealth Partners, LLC | 0.02% | Add +0.1% | 2,898 | $936K |
| Hollencrest Capital Management | 0.03% | No change | 2,861 | $924K |
| Garde Capital, Inc. | 0.05% | Reduce -0.6% | 2,858 | $923K |
| JFS Wealth Advisors, LLC | 0.05% | Reduce -0.6% | 2,857 | $923K |
| GW&K Investment Management, LLC | 0.01% | New | 2,844 | $919K |
| First National Bank of Omaha | 0.03% | Add +227.2% | 2,814 | $914K |
| Inspirion Wealth Advisors, LLC | 0.11% | No change | 2,815 | $909K |
| Heritage Investors Management Corp. | 0.03% | Reduce -0.3% | 2,813 | $909K |
| Intergy Private Wealth, LLC | 0.27% | No change | 2,811 | $908K |
| Focus Financial Network, Inc. | 0.03% | Add +5.8% | 2,802 | $905K |
| Bedel Financial Consulting, Inc. | 0.10% | Add +6.7% | 2,779 | $898K |
| Pettyjohn, Wood & White, Inc. | 0.14% | No change | 2,760 | $892K |
| Glenview Trust Co | 0.01% | Reduce -0.2% | 2,752 | $889K |
| Ausdal Financial Partners, Inc. | 0.04% | Add +14.4% | 2,714 | $877K |
| Harbour Investments, Inc. | 0.02% | Add +4.8% | 2,704 | $873K |
| Venture Visionary Partners LLC | 0.03% | Reduce -2.3% | 2,686 | $868K |
| Marshall Wace, LLP | 0.00% | New | 2,674 | $864K |
| Mesirow Financial Investment Management, Inc. | 0.02% | Reduce -1.6% | 2,656 | $857K |
| Kovack Advisors, Inc. | 0.04% | New | 2,646 | $855K |
| Mission Wealth Management, LP | 0.02% | No change | 2,625 | $848K |
| Accredited Investors Inc. | 0.04% | Reduce -0.1% | 2,606 | $842K |
| Gladstone Institutional Advisory LLC | 0.03% | Add +44.8% | 2,584 | $835K |
| Diversified Management Inc. | 0.19% | — | 2,582 | $834K |
| Perigon Wealth Management, LLC | 0.01% | Add +0.3% | 2,581 | $834K |
| Palisades Hudson Asset Management, L.P. | 0.32% | Add +0.2% | 2,575 | $832K |
| Gables Capital Management Inc. | 0.35% | No change | 2,575 | $832K |
| B. Riley Wealth Advisors, Inc. | 0.04% | Reduce -2.1% | 2,544 | $822K |
| First Commonwealth Financial Corp | 0.14% | Reduce -39.7% | 2,538 | $820K |
| Bell Bank | 0.04% | Reduce -6.5% | 2,533 | $818K |
| Pacific Point Advisors, LLC | 0.43% | No change | 2,500 | $808K |
| National Philanthropic Trust | 0.01% | Add +3.8% | 2,497 | $807K |
| Verus Capital Partners, LLC | 0.05% | Reduce -4.9% | 2,496 | $806K |
| Spire Wealth Management | 0.03% | Reduce -33.5% | 2,484 | $802K |
| Garrison Point Advisors, LLC | 0.35% | No change | 2,477 | $800K |
| Mgo One Seven LLC | 0.02% | Reduce -25.5% | 2,442 | $789K |
| CFG Wealth Management Services, Inc. | 0.74% | — | 2,424 | $783K |
| Consilium Wealth Advisory, LLC | 0.29% | No change | 2,416 | $780K |
| Betterment LLC | 0.00% | Reduce -15.8% | 2,397 | $774K |
| FC Advisory LLC | 0.22% | Reduce -4.3% | 2,390 | $772K |
| Newton One Investments LLC | 0.23% | Reduce -3.6% | 2,380 | $769K |
| Stordahl Capital Management, Inc. | 0.16% | Reduce -1.0% | 2,379 | $769K |
| Sound View Wealth Advisors Group, LLC | 0.05% | Reduce -1.0% | 2,373 | $766K |
| Laird Norton Wetherby Trust Company, LLC | 0.02% | New | 2,363 | $763K |
| U.S. Capital Wealth Advisors, LLC | 0.02% | New | 2,350 | $759K |
| Twin Focus Capital Partners, LLC | 0.09% | New | 2,350 | $759K |
| Cahaba Wealth Management, Inc. | 0.05% | Add +0.2% | 2,350 | $759K |
| ARK & TLK Investments, LLC | 0.21% | No change | 2,332 | $753K |
| Blake Schutter Theil Wealth Advisors, LLC | 0.62% | Add +0.1% | 2,319 | $749K |
| Linscomb Wealth, Inc. | 0.03% | No change | 2,319 | $749K |
| Palisades Investment Partners, LLC | 0.28% | New | 2,308 | $746K |
| Strategies Wealth Advisors, LLC | 0.07% | Reduce -8.4% | 2,305 | $745K |
| Peapack Gladstone Financial Corp. | 0.01% | No change | 2,297 | $742K |
| WealthPLAN Partners, LLC | 0.11% | No change | 2,297 | $742K |
| Bradley Foster & Sargent Inc. | 0.01% | Reduce -0.1% | 2,297 | $742K |
| GHP Investment Advisors, Inc. | 0.03% | Reduce -5.6% | 2,295 | $741K |
| Legacy Trust | 0.14% | No change | 2,291 | $740K |
| Sepio Capital, LP | 0.04% | No change | 2,287 | $739K |
| Smithbridge Asset Management Inc. | 0.06% | No change | 2,257 | $729K |
| F/m Investments LLC | 0.03% | No change | 2,254 | $728K |
| SkyOak Wealth, LLC | 0.13% | Reduce -1.6% | 2,233 | $721K |
| Brooklyn Investment Group | 0.03% | New | 2,195 | $721K |
| Sierra Capital LLC | 0.08% | No change | 2,223 | $718K |
| Friday Financial | 0.25% | Add +25.4% | 2,222 | $718K |
| CI Investments Inc. | 0.00% | Reduce -16.7% | 2,221 | $717K |
| Integrity Wealth Solutions LLC | 0.28% | Reduce -1.4% | 2,217 | $716K |
| Kennicott Capital Management LLC | 0.35% | Reduce -8.3% | 2,216 | $716K |
| Premier Path Wealth Partners, LLC | 0.09% | No change | 2,214 | $715K |
| Fulton Bank, N.A. | 0.02% | Reduce -1.7% | 2,212 | $714K |
| Transatlantique Private Wealth LLC | 0.22% | No change | 2,200 | $711K |
| Sentinel Wealth Management, Inc. | 0.58% | No change | 2,181 | $704K |
| IFP Advisors, Inc | 0.02% | Add +57.8% | 2,162 | $698K |
| Concurrent Investment Advisors, LLC | 0.01% | Add +88.2% | 2,157 | $697K |
| One Wealth Advisors, LLC | 0.09% | New | 2,156 | $696K |
| American Wealth Advisors, LLC | 0.68% | Reduce -1.5% | 2,147 | $693K |
| Elgethun Capital Management | 0.12% | No change | 2,075 | $670K |
| SOA Wealth Advisors, LLC. | 0.11% | Add +17.8% | 2,061 | $666K |
| Symphony Financial, Ltd. Co. | 0.09% | New | 2,039 | $664K |
| HM Payson & Co. | 0.01% | No change | 2,050 | $662K |
| JT Stratford LLC | 0.08% | New | 2,012 | $650K |
| Prime Capital Investment Advisors, LLC | 0.01% | Reduce -6.4% | 1,984 | $641K |
| Colonial Trust Co / SC | 0.09% | Reduce -2.0% | 1,974 | $638K |
| Morris Financial Concepts, Inc. | 0.22% | No change | 1,957 | $632K |
| True North Advisors, LLC | 0.08% | New | 1,954 | $631K |
| Platform Technology Partners | 0.13% | No change | 1,940 | $627K |
| Palisade Asset Management, LLC | 0.06% | No change | 1,922 | $621K |
| Essex Investment Management Co. LLC | 0.09% | New | 1,910 | $617K |
| Hoxton Planning & Management, LLC | 0.18% | Reduce -6.4% | 1,887 | $610K |
| Dravo Bay LLC | 0.25% | Add +0.5% | 1,883 | $608K |
| Atlantic Union Bankshares Corp | 0.01% | No change | 1,883 | $608K |
| Vise Technologies, Inc. | 0.01% | Add +40.8% | 1,880 | $607K |
| Bensler, LLC | 0.06% | Reduce -23.0% | 1,878 | $607K |
| NTV Asset Management LLC | 0.06% | No change | 1,878 | $607K |
| Banco BTG Pactual S.A. | 0.11% | No change | 1,850 | $598K |
| Mason Investment Advisory Services, Inc. | 0.03% | No change | 1,849 | $597K |
| Genesee Capital Advisors, LLC | 0.24% | No change | 1,840 | $594K |
| Cascade Wealth Advisors, Inc | 0.27% | No change | 1,718 | $592K |
| Verdence Capital Advisors LLC | 0.03% | Add +0.1% | 1,814 | $586K |
| IHT Wealth Management, LLC | 0.01% | Add +5.6% | 1,812 | $585K |
| Benjamin Edwards Inc. | 0.01% | New | 1,808 | $584K |
| Resonant Capital Advisors, LLC | 0.03% | New | 1,800 | $581K |
| FSM Wealth Advisors, LLC | 0.08% | Reduce -7.2% | 1,799 | $581K |
| Anderson Hoagland & Co. | 0.05% | No change | 1,790 | $578K |
| DAVENPORT & Co LLC | 0.00% | Add +26.0% | 1,790 | $578K |
| Oak Barrel Wealth Advisory LLC | 0.34% | — | 1,762 | $569K |
| Trifecta Capital Advisors, LLC | 0.08% | No change | 1,737 | $561K |
| Seelaus Asset Management LLC | 0.45% | No change | 1,725 | $557K |
| Jupiter Wealth Management LLC | 0.25% | No change | 1,683 | $557K |
| Castleark Management LLC | 0.02% | Add +244.0% | 1,720 | $556K |
| Allen Investment Management, LLC | 0.01% | No change | 1,720 | $556K |
| St Germain D J Co. Inc. | 0.02% | No change | 1,714 | $554K |
| McGuire Investment Group, LLC | 0.06% | Reduce -1.1% | 1,712 | $553K |
| Athena Investment Management | 0.28% | No change | 1,694 | $547K |
| Parkshore Wealth Management, Inc. | 0.21% | Add +0.2% | 1,694 | $547K |
| Castle Wealth Management LLC | 0.18% | No change | 1,692 | $547K |
| Financial Partners Group, Inc | 0.06% | Add +0.2% | 1,624 | $546K |
| KDK Private Wealth Management, LLC | 0.47% | Reduce -2.9% | 1,682 | $543K |
| Cranbrook Wealth Management, LLC | 0.11% | Reduce -0.2% | 1,677 | $542K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -1.2% | 1,672 | $540K |
| Northstar Financial Companies, Inc. | 0.43% | Reduce -2.2% | 1,661 | $537K |
| Summit Wealth Partners, LLC | 0.10% | No change | 1,660 | $536K |
| Performance Wealth Partners, LLC | 0.01% | No change | 1,658 | $536K |
| Shaker Investments LLC | 0.22% | Reduce -51.2% | 1,653 | $534K |
| MLP3, LLC | 0.58% | — | 1,651 | $533K |
| Joel Isaacson & Co., LLC | 0.02% | No change | 1,647 | $532K |
| Chapin Davis, Inc. | 0.12% | Reduce -0.1% | 1,645 | $531K |
| Stratos Wealth Advisors, LLC | 0.03% | Reduce -2.3% | 1,638 | $529K |
| Bearing Point Capital, LLC | 0.08% | Reduce -4.4% | 1,626 | $525K |
| Tassel Capital Management, Inc. | 0.32% | No change | 1,619 | $523K |
| Investmark Advisory Group LLC | 0.22% | Add +0.1% | 1,615 | $522K |
| UNIVEST FINANCIAL Corp | 0.03% | Add +0.2% | 1,614 | $521K |
| Curtis Advisory Group, LLC | 0.11% | Reduce -1.6% | 1,605 | $518K |
| United Advisor Group, LLC | 0.07% | Add +87.4% | 1,602 | $517K |
| Diversify Wealth Management, LLC | 0.02% | Add +1.4% | 1,493 | $514K |
| Sunbeam Capital Management, LLC | 0.30% | Reduce -9.7% | 1,574 | $508K |
| RFG Advisory, LLC | 0.01% | Reduce -0.8% | 1,566 | $506K |
| Montag A & Associates Inc. | 0.02% | No change | 1,562 | $505K |
| Forum Financial Management, LP | 0.01% | Reduce -0.3% | 1,562 | $505K |
| Bangor Savings Bank | 0.04% | No change | 1,552 | $501K |
| Private Trust Co. NA | 0.04% | Add +2.5% | 1,549 | $500K |
| Diversified Portfolios, Inc. | 0.04% | Reduce -0.8% | 1,543 | $498K |
| Centennial Wealth Advisory LLC | 0.13% | Add +4.7% | 1,537 | $497K |
| Csenge Advisory Group | 0.02% | Add +25.3% | 1,530 | $494K |
| Granite Harbor Advisors, Inc. | 0.21% | Add +0.9% | 1,521 | $491K |
| Avaii Wealth Management, LLC | 0.18% | Reduce -1.3% | 1,508 | $487K |
| Optiver Holding B.V. | 0.01% | New | 1,503 | $485K |
| NewEdge Wealth, LLC | 0.01% | Reduce -24.8% | 1,499 | $484K |
| Sage Capital Management, LLC | 0.22% | Add +0.1% | 1,492 | $483K |
| LS Investment Advisors, LLC | 0.07% | Add +0.5% | 1,483 | $479K |
| KLCM Advisors, Inc. | 0.04% | New | 1,476 | $477K |
| Coastwise Capital Group, LLC | 0.25% | Add +0.1% | 1,476 | $477K |
| Wilmington Savings Fund Society, FSB | 0.01% | Reduce -3.7% | 1,462 | $472K |
| Opal Capital LLC | 0.12% | — | 1,767 | $472K |
| Willner & Heller, LLC | 0.34% | Add +0.3% | 1,457 | $470K |
| Oakworth Capital, Inc. | 0.03% | Add +204.6% | 1,453 | $469K |
| Triumph Capital Management | 0.10% | Add +26.9% | 1,452 | $469K |
| Destination Wealth Management | 0.01% | Add +39.6% | 1,451 | $469K |
| Oxford Financial Group, LTD. LLC | 0.03% | No change | 1,446 | $467K |
| Ameritas Advisory Services, LLC | 0.02% | Add +139.5% | 1,444 | $466K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 1,438 | $464K |
| Bridge City Capital, LLC | 0.14% | Add +45.0% | 1,434 | $463K |
| Valmark Advisers, Inc. | 0.01% | Add +3.3% | 1,431 | $462K |
| Savvy Advisors, Inc. | 0.01% | Add +46.4% | 1,426 | $461K |
| Rosenblum Silverman Sutton S F Inc. | 0.10% | Add +10.2% | 1,403 | $453K |
| Pier 88 Investment Partners LLC | 0.51% | Add +16.7% | 1,400 | $452K |
| Exencial Wealth Advisors, LLC | 0.01% | Add +1.4% | 1,396 | $451K |
| American Trust | 0.04% | Reduce -60.1% | 1,390 | $449K |
| Key Financial Inc | 0.08% | No change | 1,389 | $449K |
| Gallagher Fiduciary Advisors, LLC | 0.01% | Reduce -2.5% | 1,388 | $448K |
| Eagle Bay Advisors LLC | 0.33% | No change | 1,388 | $448K |
| Empirical Asset Management, LLC | 0.13% | No change | 1,385 | $447K |
| Chicago Partners Investment Group LLC | 0.01% | Add +48.6% | 1,284 | $445K |
| MIdWestOne Financial Group, Inc. | 0.05% | No change | 1,372 | $443K |
| Moors & Cabot, Inc. | 0.02% | Add +4.4% | 1,372 | $443K |
| SCS Capital Management LLC | 0.00% | Reduce -26.9% | 1,362 | $440K |
| Tounjian Advisory Partners, LLC | 0.15% | Reduce -4.1% | 1,362 | $440K |
| Pegasus Asset Management, Inc. | 0.13% | No change | 1,357 | $438K |
| Evoke Wealth, LLC | 0.01% | No change | 1,341 | $433K |
| Citizens National Bank Trust Department | 0.07% | No change | 1,340 | $433K |
| Orgel Wealth Management, LLC | 0.01% | Reduce -0.5% | 1,334 | $431K |
| Klingenstein Fields & Co. LP | 0.02% | No change | 1,331 | $430K |
| Quotient Wealth Partners, LLC | 0.01% | No change | 1,331 | $430K |
| S&co Inc. | 0.03% | No change | 1,329 | $429K |
| Gutierrez Wealth Advisory, LLC | 0.27% | Add +0.2% | 1,328 | $429K |
| Livet Wealth, LLC | 0.26% | — | 1,316 | $425K |
| KKM Financial LLC | 0.08% | Add +1.4% | 1,314 | $424K |
| Fayez Sarofim & Co | 0.00% | No change | 1,314 | $424K |
| Alpine Bank Wealth Management | 0.06% | No change | 1,310 | $423K |
| Penobscot Investment Management Company, Inc. | 0.03% | Reduce -0.5% | 1,307 | $422K |
| Cardiff Park Advisors, LLC | 0.03% | Reduce -2.5% | 1,304 | $421K |
| Fiduciary Financial Group, LLC | 0.06% | No change | 1,300 | $420K |
| William Allan Corp | 0.24% | New | 1,299 | $420K |
| Kanawha Capital Management LLC | 0.03% | No change | 1,298 | $419K |
| Columbia Advisory Partners LLC | 0.29% | Reduce -17.6% | 1,296 | $419K |
| Selective Wealth Management, Inc. | 0.13% | No change | 1,202 | $419K |
| Stratos Investment Management, LLC | 0.02% | Add +0.2% | 1,292 | $417K |
| Klingman & Associates, LLC | 0.02% | Add +41.9% | 1,280 | $413K |
| Croban | 0.20% | Reduce -6.1% | 1,278 | $413K |
| Roffman Miller Associates Inc. | 0.02% | Add +2.8% | 1,267 | $409K |
| HighPoint Advisor Group LLC | 0.01% | New | 1,265 | $409K |
| Principal Securities, Inc. | 0.01% | Add +1.4% | 1,261 | $407K |
| Oder Investment Management, LLC | 0.29% | No change | 1,260 | $407K |
| Financial Guidance Group, Inc. | 0.17% | No change | 1,260 | $407K |
| Paladin Advisory Group, LLC | 0.30% | No change | 1,259 | $407K |
| Russell Investments Group, Ltd. | 0.00% | Add +2.0% | 1,253 | $405K |
| Nelson Capital Management, LLC | 0.05% | No change | 1,250 | $404K |
| Dentgroup LLC | 0.28% | Reduce -0.4% | 1,249 | $404K |
| Summa Corp. | 0.17% | No change | 1,243 | $402K |
| Ascent Group, LLC | 0.01% | Add +0.2% | 1,242 | $401K |
| Opal Wealth Advisors, LLC | 0.10% | Add +5.6% | 1,238 | $400K |
| Pinnacle Wealth Planning Services, Inc. | 0.04% | No change | 1,235 | $399K |
| First Western Trust Bank | 0.02% | No change | 1,230 | $397K |
| Fiducient Advisors LLC | 0.05% | Add +0.3% | 1,222 | $395K |
| Ritholtz Wealth Management | 0.01% | No change | 1,218 | $393K |
| Invested Advisors | 0.41% | New | 1,215 | $392K |
| Triad Wealth Partners, LLC | 0.04% | Reduce -4.9% | 1,201 | $388K |
| Keystone Wealth Services, LLC | 0.08% | No change | 1,197 | $387K |
| Financial Sense Advisors, Inc. | 0.08% | Add +6.9% | 1,190 | $385K |
| 1492 Capital Management LLC | 0.15% | New | 1,186 | $383K |
| BHK Investment Advisors, LLC | 0.12% | Add +1.4% | 1,175 | $380K |
| Caprock Group, LLC | 0.01% | No change | 1,173 | $379K |
| Allodium Investment Consultants, LLC | 0.19% | No change | 1,172 | $379K |
| Tudor Investment Corporation | 0.00% | Reduce -78.2% | 1,170 | $378K |
| Trivium Point Advisory, LLC | 0.04% | No change | 1,164 | $376K |
| Bci Securities, Inc. | 3.25% | — | 1,164 | $376K |
| Mosaic Family Wealth Partners, LLC | 0.04% | Add +0.1% | 1,153 | $372K |
| Falcon Wealth Planning | 0.03% | Reduce -2.1% | 1,150 | $371K |
| Smith Salley Wealth Management | 0.02% | Add +3.6% | 1,144 | $370K |
| Uptick Partners, LLC | 0.08% | Add +3.5% | 1,144 | $369K |
| Certuity, LLC | 0.02% | No change | 1,143 | $369K |
| Rialto Wealth Management, LLC | 0.09% | Reduce -8.1% | 1,138 | $368K |
| Independence Bank of Kentucky | 0.05% | Add +9.6% | 1,137 | $367K |
| Wedbush Securities Inc. | 0.01% | Add +18.5% | 1,129 | $365K |
| Granahan Investment Management, LLC | 0.02% | New | 1,126 | $364K |
| Patriot Investment Management Group, Inc. | 0.02% | No change | 1,125 | $363K |
| Cordatus Wealth Management LLC | 0.08% | Add +0.1% | 1,123 | $363K |
| Mitchell McLeod Pugh & Williams Inc. | 0.05% | No change | 1,067 | $362K |
| Arbor Investment Advisors, LLC | 0.05% | Reduce -0.2% | 1,118 | $361K |
| Leisure Capital Management | 0.12% | New | 1,111 | $359K |
| Smith, Moore & Co. | 0.03% | Reduce -3.3% | 1,096 | $354K |
| FourThought Financial Partners, LLC | 0.03% | Add +16.0% | 1,093 | $353K |
| Argentarii, LLC | 0.11% | Add +0.8% | 1,087 | $351K |
| SlateStone Wealth, LLC | 0.03% | Add +5.9% | 1,088 | $351K |
| Mascagni Wealth Management, Inc. | 0.26% | No change | 1,085 | $350K |
| Avior Wealth Management, LLC | 0.01% | Add +1.7% | 1,078 | $348K |
| Cahill Financial Advisors Inc. | 0.04% | No change | 1,078 | $348K |
| Fulton Breakefield Broenniman LLC | 0.02% | Reduce -3.6% | 1,076 | $348K |
| Kaizen Financial Strategies | 0.15% | Reduce -2.3% | 1,075 | $347K |
| High Falls Advisors, Inc | 0.07% | Reduce -35.7% | 1,071 | $346K |
| Laurel Wealth Advisors LLC | 0.05% | Reduce -11.3% | 1,063 | $343K |
| Trust Co. of Vermont | 0.01% | Add +7.1% | 1,058 | $342K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.04% | Add +0.2% | 1,057 | $341K |
| Epiq Partners, LLC | 0.16% | No change | 1,053 | $340K |
| Advance Capital Management, Inc. | 0.01% | No change | 1,049 | $339K |
| Sapient Capital LLC | 0.00% | Add +25.6% | 1,039 | $338K |
| McLaughlin Asset Management, Inc. | 0.30% | — | 1,045 | $337K |
| Ethos Financial Group, LLC | 0.03% | Add +0.1% | 1,045 | $337K |
| Embree Financial Group | 0.04% | Add +0.1% | 1,044 | $337K |
| Bessemer Group Inc. | 0.00% | Reduce -4.6% | 1,041 | $336K |
| Greenleaf Trust | 0.00% | Add +5.3% | 1,039 | $336K |
| BridgePort Financial Solutions, LLC | 0.09% | No change | 1,038 | $335K |
| Magnus Financial Group LLC | 0.03% | Add +47.6% | 1,036 | $335K |
| Summit Trail Advisors, LLC | 0.01% | Add +2.9% | 1,032 | $333K |
| Madison Asset Management, LLC | 0.00% | No change | 1,032 | $333K |
| Daymark Wealth Partners, LLC | 0.01% | Reduce -2.5% | 1,030 | $333K |
| Cordgrass Capital Advisors, LLC | 0.08% | No change | 1,026 | $331K |
| GC Wealth Management RIA, LLC | 0.01% | Reduce -24.8% | 1,025 | $331K |
| Osbon Capital Management LLC | 0.31% | — | 1,023 | $330K |
| Mezzasalma Advisors, LLC | 0.08% | No change | 1,008 | $330K |
| Baker Avenue Asset Management, LP | 0.01% | No change | 1,019 | $329K |
| Marble Wealth, LLC | 0.05% | — | 1,016 | $328K |
| Adirondack Trust Co. | 0.11% | No change | 1,013 | $327K |
| Holland Advisory Services, Inc. | 0.44% | Add +0.2% | 1,007 | $325K |
| QRG Capital Management, Inc. | 0.00% | New | 1,007 | $325K |
| Cladis Investment Advisory, LLC | 0.18% | Add +11.1% | 1,000 | $323K |
| Westover Capital Advisors, LLC | 0.06% | No change | 1,000 | $323K |
| Vaughan David Investments LLC | 0.01% | No change | 1,000 | $323K |
| Monograph Wealth Advisors, LLC | 0.03% | No change | 993 | $321K |
| International Assets Investment Management, LLC | 0.02% | Add +21.5% | 993 | $321K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +7530.8% | 992 | $320K |
| Heartwood Wealth Advisors LLC | 0.03% | No change | 985 | $318K |
| Towerpoint Wealth, LLC | 0.13% | Reduce -4.5% | 979 | $316K |
| Gerber Kawasaki Wealth & Investment Management | 0.01% | Reduce -6.9% | 978 | $316K |
| Thompson Siegel & Walmsley LLC | 0.01% | No change | 979 | $316K |
| Foundations Investment Advisors, LLC | 0.00% | Reduce -1.8% | 972 | $314K |
| Nwam LLC | 0.02% | Reduce -6.3% | 926 | $314K |
| Bank Ozk | 0.11% | No change | 970 | $313K |
| Central Valley Advisors, LLC | 0.09% | Reduce -4.6% | 967 | $312K |
| Mutual Advisors, LLC | 0.01% | Reduce -24.1% | 966 | $312K |
| Spinnaker Trust | 0.02% | No change | 965 | $312K |
| Leo Wealth, LLC | 0.02% | Add +32.2% | 960 | $310K |
| L & S Advisors Inc | 0.03% | No change | 960 | $310K |
| Stonebridge Financial Group, LLC / MO | 0.27% | — | 951 | $307K |
| Evercore Wealth Management, LLC | 0.00% | Reduce -39.0% | 951 | $307K |
| Marco Investment Management LLC | 0.02% | No change | 945 | $305K |
| Aprio Wealth Management, LLC | 0.02% | No change | 941 | $304K |
| Rhumbline Advisers | 0.00% | Add +127.4% | 939 | $303K |
| Scotia Capital Inc. | 0.00% | No change | 936 | $302K |
| Institute for Wealth Management, LLC. | 0.03% | Reduce -2.0% | 934 | $302K |
| West Michigan Advisors, LLC | 0.07% | Reduce -2.0% | 929 | $300K |
| Sax Wealth Advisors, LLC | 0.01% | Reduce -30.2% | 926 | $299K |
| Greenspring Advisors, LLC | 0.02% | New | 924 | $299K |
| Cannell & Spears LLC | 0.01% | No change | 923 | $298K |
| Capital Investment Advisors, LLC | 0.00% | Add +1.3% | 916 | $296K |
| CGN Advisors LLC | 0.02% | Reduce -1.5% | 905 | $292K |
| Eight 31 Financial, LLC | 0.16% | Reduce -1.7% | 902 | $291K |
| Oarsman Capital, Inc. | 0.04% | Add +24.3% | 900 | $291K |
| Baxter Bros Inc. | 0.03% | No change | 900 | $291K |
| Pure Financial Advisors, LLC | 0.00% | Add +1.7% | 896 | $289K |
| Red Tortoise LLC | 0.12% | No change | 892 | $288K |
| Greatmark Investment Partners, Inc. | 0.03% | No change | 890 | $287K |
| Moneco Advisors, LLC | 0.02% | Add +0.1% | 885 | $286K |
| Clarius Group, LLC | 0.02% | No change | 884 | $286K |
| First Manhattan Co. Llc. | 0.00% | Reduce -1.3% | 883 | $285K |
| Sigma Investment Counselors Inc. | 0.01% | No change | 880 | $284K |
| Waddell & Associates, LLC | 0.02% | Add +0.1% | 874 | $282K |
| Investment Advisory Group, LLC | 0.07% | Reduce -31.4% | 873 | $282K |
| Cornell Pochily Investment Advisors, Inc. | 0.08% | New | 871 | $281K |
| WBH Advisory Inc. | 0.02% | No change | 871 | $281K |
| Radnor Capital Management, LLC | 0.04% | No change | 870 | $281K |
| Wealthspan Partners, LLC | 0.10% | Add +5.0% | 865 | $279K |
| Rossmore Private Capital | 0.03% | Add +275.6% | 864 | $279K |
| Legacy Advisors, LLC | 0.03% | Add +17.9% | 857 | $277K |
| Berkshire Asset Management LLC | 0.01% | No change | 855 | $276K |
| Gryphon Financial Partners LLC | 0.03% | No change | 853 | $276K |
| Sunpointe, LLC | 0.09% | No change | 850 | $275K |
| Alexander Labrunerie & Co., Inc. | 0.10% | Reduce -3.2% | 850 | $275K |
| Flagship Private Wealth, LLC | 0.11% | Reduce -55.0% | 849 | $274K |
| Cornerstone Planning Group LLC | 0.04% | Add +8.9% | 795 | $274K |
| First National Trust Co | 0.01% | New | 846 | $273K |
| Proactive Wealth Strategies LLC | 0.11% | Reduce -1.1% | 836 | $270K |
| Diversified Enterprises, LLC | 0.02% | Add +15.0% | 835 | $270K |
| Polaris Investment Advisors, LLC | 0.19% | — | 833 | $269K |
| Transcend Capital Advisors, LLC | 0.02% | Add +0.4% | 831 | $269K |
| Roof Eidam Maycock Peralta, LLC | 0.06% | No change | 829 | $268K |
| Warner Financial, Inc. | 0.09% | Add +0.2% | 826 | $267K |
| Kingswood Wealth Advisors, LLC | 0.01% | New | 822 | $266K |
| Icon Wealth Advisors, LLC | 0.02% | Add +0.1% | 822 | $266K |
| Navigation Wealth Management, Inc. | 0.39% | Reduce -0.8% | 820 | $265K |
| E&G Advisors, LLC | 0.06% | New | 820 | $265K |
| William Howard & Co Financial Advisors Inc | 0.22% | No change | 814 | $263K |
| MassMutual Private Wealth & Trust, FSB | 0.01% | No change | 814 | $263K |
| TFB Advisors LLC | 0.07% | Reduce -2.8% | 811 | $262K |
| Patten & Patten Inc. | 0.02% | Reduce -33.2% | 805 | $260K |
| Salus Financial Advisors, LLC | 0.16% | Add +5.9% | 804 | $260K |
| Florida Trust Wealth Management Co | 0.01% | No change | 804 | $260K |
| Birch Hill Investment Advisors LLC | 0.01% | No change | 800 | $258K |
| Hancock Whitney Corp. | 0.00% | No change | 800 | $258K |
| Flputnam Investment Management Co. | 0.00% | Reduce -5.3% | 800 | $258K |
| Breachway Investments LLC | 0.27% | — | 799 | $258K |
| Insigneo Advisory Services, LLC | 0.02% | No change | 796 | $257K |
| Cary Street Partners Financial LLC | 0.01% | Reduce -0.9% | 794 | $256K |
| Rwa Wealth Partners, LLC | 0.00% | Add +10.4% | 793 | $256K |
| Western Wealth Management, LLC | 0.01% | New | 792 | $256K |
| Aviance Capital Partners, LLC | 0.03% | No change | 790 | $255K |
| HFG Advisors, Inc. | 0.18% | No change | 784 | $253K |
| Chevy Chase Trust Holdings, LLC | 0.00% | No change | 781 | $252K |
| Angeles Wealth Management, LLC | 0.01% | No change | 780 | $252K |
| Viawealth, LLC | 0.14% | Reduce -16.0% | 778 | $251K |
| Clearwater Capital Advisors, LLC | 0.02% | Reduce -15.7% | 776 | $251K |
| Trust Co of the South | 0.04% | No change | 775 | $250K |
| Gray Private Wealth, LLC | 0.12% | New | 773 | $250K |
| Elm Partners Management LLC | 0.01% | Reduce -55.8% | 768 | $248K |
| Intelligence Driven Advisers, LLC | 0.04% | Add +0.1% | 764 | $247K |
| Sage Financial Group Inc. | 0.02% | New | 763 | $246K |
| Compass Ion Advisors, LLC | 0.02% | Reduce -1.6% | 760 | $246K |
| First Light Asset Management, LLC | 0.02% | New | 760 | $245K |
| New Age Alpha Advisors, LLC | 0.01% | Add +175.2% | 754 | $244K |
| Rothschild Investment LLC | 0.01% | No change | 751 | $243K |
| Global Wealth Strategies & Associates | 0.06% | Reduce -6.9% | 744 | $240K |
| New England Professional Planning Group Inc. | 0.10% | New | 743 | $240K |
| Galvin, Gaustad & Stein, LLC | 0.02% | Add +9.0% | 740 | $239K |
| Rothschild Capital Partners, LLC | 0.06% | New | 735 | $237K |
| Clear Retirement Advice LLC | 0.18% | — | 710 | $236K |
| Smithfield Trust Co | 0.01% | Reduce -15.2% | 721 | $235K |
| Sovran Advisors, LLC | 0.02% | No change | 674 | $235K |
| Wealth Architects, LLC | 0.02% | No change | 726 | $235K |
| Florida Financial Advisors, LLC | 0.06% | Add +2.5% | 723 | $234K |
| Addison Advisors LLC | 0.05% | No change | 719 | $232K |
| Argent Trust Co | 0.01% | New | 719 | $232K |
| Topel & Distasi Wealth Management, LLC | 0.11% | Reduce -0.4% | 713 | $230K |
| Harbour Capital Advisors, LLC | 0.05% | No change | 703 | $230K |
| Asempa Wealth Advisors | 0.20% | — | 710 | $229K |
| Ballentine Partners, LLC | 0.00% | Reduce -18.2% | 708 | $229K |
| Soltis Investment Advisors LLC | 0.01% | Add +4.0% | 706 | $228K |
| Advocate Investing Services LLC | 0.20% | — | 700 | $226K |
| Mayport, LLC | 0.05% | Reduce -9.0% | 700 | $226K |
| First Merchants Corp. | 0.01% | Reduce -33.6% | 700 | $226K |
| JP Wealth Management, Inc. | 0.16% | No change | 697 | $225K |
| AlphaCore Capital LLC | 0.01% | Reduce -1.1% | 695 | $225K |
| Lake Street Private Wealth, LLC | 0.03% | No change | 694 | $224K |
| JBR Co Financial Management Inc | 0.09% | Reduce -9.8% | 692 | $224K |
| Clearwave Capital, LLC | 0.16% | — | 692 | $223K |
| Accelerate Investment Advisors LLC | 0.15% | Add +3.3% | 690 | $223K |
| Everhart Financial Group, Inc. | 0.02% | Add +1.5% | 690 | $223K |
| First Nebraska Trust Co | 0.02% | No change | 688 | $222K |
| Evermay Wealth Management LLC | 0.02% | No change | 687 | $222K |
| Synergy Asset Management, LLC | 0.02% | Add +0.6% | 685 | $221K |
| Austin Private Wealth, LLC | 0.02% | No change | 683 | $221K |
| Ellis Investment Partners, LLC | 0.04% | Reduce -0.7% | 680 | $220K |
| Plancorp, LLC | 0.01% | No change | 677 | $219K |
| LMCG Investments, LLC | 0.01% | Reduce -1.3% | 676 | $218K |
| Center for Financial Planning, Inc. | 0.02% | No change | 675 | $218K |
| Dynamic Financial Group | 0.19% | No change | 672 | $217K |
| Xcelsior Advisor Partners LLC | 0.11% | — | 670 | $216K |
| Aaron Wealth Advisors LLC | 0.01% | Reduce -3.9% | 667 | $215K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.00% | New | 664 | $214K |
| Davis Investment Partners, LLC | 0.07% | No change | 650 | $213K |
| Fortis Capital Advisors, LLC | 0.03% | Reduce -1.4% | 655 | $212K |
| Belpointe Asset Management LLC | 0.01% | Reduce -1.4% | 655 | $212K |
| Schneider Downs Wealth Management Advisors, LP | 0.02% | No change | 654 | $211K |
| Lowe Brockenbrough & Co. Inc. | 0.01% | No change | 648 | $209K |
| River Wealth Advisors LLC | 0.02% | No change | 646 | $209K |
| Davis R M Inc. | 0.00% | New | 646 | $209K |
| SeaCrest Wealth Management, LLC | 0.02% | No change | 617 | $208K |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 0.07% | Reduce -1.4% | 642 | $207K |
| Obermeyer Wealth Partners | 0.01% | No change | 641 | $207K |
| Retirement Income Solutions, Inc. | 0.03% | No change | 635 | $205K |
| Trail Ridge Investment Advisors, LLC | 0.09% | No change | 630 | $203K |
| Manchester Capital Management LLC | 0.03% | Add +2.8% | 629 | $203K |
| Retirement Planning Group, LLC | 0.01% | Add +0.2% | 629 | $203K |
| Mindset Wealth Management, LLC | 0.05% | No change | 627 | $203K |
| Legal & General Group Plc | 0.00% | Add +138.5% | 620 | $200K |
| Plante Moran Financial Advisors, LLC | 0.01% | Add +4.8% | 609 | $197K |
| Financial Perspectives, Inc | 0.05% | Add +0.2% | 607 | $196K |
| Capital Analysts, LLC | 0.01% | Reduce -73.9% | 605 | $196K |
| BankPlus Trust Department | 0.05% | No change | 570 | $184K |
| Elevation Wealth Partners, LLC | 0.06% | Reduce -0.2% | 536 | $173K |
| MidAtlantic Capital Management, Inc. | 0.11% | New | 519 | $168K |
| Armor Investment Advisors, LLC | 0.06% | Reduce -68.0% | 518 | $167K |
| First United Bank & Trust | 0.05% | No change | 512 | $165K |
| Flagship Harbor Advisors, LLC | 0.01% | New | 503 | $163K |
| WealthShield Partners, LLC | 0.02% | No change | 502 | $162K |
| Miller Global Investments, LLC | 0.15% | — | 500 | $162K |
| National Bank of Canada | 0.00% | Add +6.2% | 499 | $161K |
| Capital Advisors, Ltd. LLC | 0.02% | No change | 498 | $161K |
| Peachtree Investment Partners, LLC | 0.05% | Reduce -2.4% | 479 | $155K |
| Motco | 0.01% | No change | 475 | $153K |
| Milestone Investment Advisors LLC | 0.04% | No change | 457 | $148K |
| Rice Partnership, LLC | 0.02% | Reduce -2.6% | 456 | $147K |
| Union Savings Bank | 0.06% | — | 451 | $146K |
| Lazard Asset Management LLC | 0.00% | No change | 450 | $145K |
| Phillips Financial Management, LLC | 0.01% | No change | 430 | $139K |
| Grove Bank & Trust | 0.02% | No change | 427 | $138K |
| Webster Bank, N. A. | 0.01% | No change | 427 | $138K |
| Ancora Advisors LLC | 0.00% | No change | 426 | $138K |
| Arcadia Investment Advisors LLC | 0.06% | No change | 419 | $135K |
| BOK Financial Private Wealth, Inc. | 0.01% | Reduce -1.2% | 416 | $134K |
| Financial Freedom, LLC | 0.07% | Add +0.2% | 412 | $133K |
| EFG International AG | 0.00% | — | 407 | $132K |
| Granite Investment Partners, LLC | 0.01% | Add +1243.3% | 403 | $130K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | New | 392 | $127K |
| Asset Dedication, LLC | 0.01% | No change | 389 | $126K |
| United Community Bank | 0.05% | No change | 387 | $125K |
| Deutsche Bank AG | 0.00% | Reduce -1.3% | 378 | $122K |
| SouthState Bank Corp | 0.01% | Add +53.3% | 374 | $121K |
| Tidemark, LLC | 0.03% | Add +0.3% | 372 | $120K |
| Root Financial Partners, LLC | 0.01% | No change | 366 | $118K |
| 2UniFi Bank | 0.06% | No change | 360 | $116K |
| Trust Co | 0.01% | No change | 344 | $111K |
| Hanson & Doremus Investment Management | 0.01% | No change | 339 | $110K |
| Signaturefd, LLC | 0.00% | Add +4.8% | 330 | $106K |
| Crewe Advisors LLC | 0.01% | No change | 329 | $106K |
| Mb, Levis & Associates, LLC | 0.04% | Add +0.3% | 326 | $105K |
| Farmers & Merchants Trust Co of Chambersburg PA | 0.03% | Reduce -31.6% | 325 | $105K |
| SYM FINANCIAL Corp | 0.01% | Reduce -23.9% | 318 | $103K |
| Tsfg, LLC | 0.02% | No change | 316 | $102K |
| Operose Advisors LLC | 0.02% | Add +7675.0% | 311 | $100K |
| Murphy & Mullick Capital Management Corp | 0.07% | No change | 303 | $98K |
| Trust Co. of Toledo NA | 0.01% | No change | 301 | $97K |
| City State Bank | 0.03% | No change | 300 | $97K |
| CENTRAL TRUST Co | 0.00% | No change | 278 | $90K |
| CNB Bank | 0.04% | Add +21.8% | 268 | $87K |
| HHM Wealth Advisors, LLC | 0.01% | No change | 265 | $86K |
| Coston, McIsaac & Partners | 0.02% | Add +41.5% | 259 | $83K |
| Winthrop Capital Management, LLC | 0.02% | No change | 255 | $82K |
| Sage Mountain Advisors LLC | 0.00% | No change | 253 | $82K |
| J.Safra Asset Management Corp | 0.00% | New | 250 | $81K |
| Clayton Financial Group LLC | 0.04% | No change | 242 | $78K |
| HighMark Wealth Management LLC | 0.03% | Reduce -16.3% | 241 | $78K |
| Atlas Capital Advisors Inc. | 0.01% | — | 239 | $77K |
| Arcadia Investment Management Corp. | 0.01% | Add +34.3% | 235 | $76K |
| Financial Consulate, Inc. | 0.01% | No change | 225 | $73K |
| West Paces Advisors Inc. | 0.01% | No change | 216 | $70K |
| Wealth Preservation Advisors, LLC | 0.03% | No change | 214 | $69K |
| Capital Investment Advisory Services, LLC | 0.00% | Add +1538.5% | 213 | $69K |
| Glen Eagle Advisors, LLC | 0.01% | No change | 212 | $68K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +22.2% | 209 | $68K |
| Signature Equity Partners, LLC | 0.04% | — | 206 | $67K |
| General Partner, Inc. | 0.04% | No change | 200 | $65K |
| Realta Investment Advisors | 0.02% | No change | 200 | $65K |
| Versant Capital Management, Inc | 0.01% | Add +0.5% | 199 | $64K |
| Dorato Capital Management | 0.05% | — | 184 | $64K |
| Jackson Hole Capital Partners, LLC | 0.01% | No change | 192 | $62K |
| GAMMA Investing LLC | 0.00% | Reduce -10.1% | 188 | $61K |
| CX Institutional | 0.00% | Reduce -35.1% | 185 | $60K |
| Archer Investment Corp | 0.01% | No change | 184 | $59K |
| Seneschal Advisors, LLC | 0.04% | No change | 183 | $59K |
| SHP Wealth Management | 0.00% | — | 183 | $59K |
| Horizon Bancorp Inc. | 0.03% | No change | 182 | $59K |
| Activest Wealth Management | 0.01% | Add +3500.0% | 180 | $58K |
| Investment Counsel Co. of Nevada | 0.12% | No change | 178 | $57K |
| Cedar Mountain Advisors, LLC | 0.01% | No change | 176 | $57K |
| Mendota Financial Group, LLC | 0.04% | No change | 170 | $55K |
| SRH Advisors, LLC | 0.02% | No change | 169 | $55K |
| Integrity Financial Corp | 0.03% | Add +1570.0% | 167 | $54K |
| Covenant Partners, LLC | 0.02% | Reduce -99.4% | 167 | $54K |
| Gleason Group, Inc. | 0.00% | No change | 156 | $50K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 155 | $50K |
| SageView Advisory Group, LLC | 0.00% | New | 154 | $50K |
| Parvin Asset Management, LLC | 0.04% | No change | 150 | $48K |
| Tucker Asset Management LLC | 0.01% | No change | 150 | $48K |
| Dagco, Inc. | 0.01% | No change | 150 | $48K |
| Dunhill Financial, LLC | 0.02% | Add +362.5% | 148 | $48K |
| First Command Advisory Services, Inc. | 0.00% | Add +54.7% | 147 | $47K |
| Syntax Research, Inc. | 0.03% | No change | 146 | $47K |
| Perkins Coie Trust Co | 0.01% | No change | 140 | $45K |
| North Star Investment Management Corp. | 0.00% | No change | 140 | $45K |
| Hurley Capital, LLC | 0.02% | No change | 135 | $44K |
| Sunbelt Securities, Inc. | 0.00% | No change | 135 | $43K |
| CoreCap Advisors, LLC | 0.00% | Add +11.0% | 131 | $42K |
| Retirement Wealth Solutions LLC | 0.02% | No change | 115 | $37K |
| Harbor Asset Planning, Inc. | 0.03% | No change | 113 | $37K |
| ESL Trust Services, LLC | 0.01% | New | 111 | $36K |
| Frazier Financial Advisors, LLC | 0.02% | No change | 110 | $36K |
| Boreal Capital Management LLC | 0.03% | No change | 103 | $33K |
| Richardson Financial Services Inc. | 0.01% | No change | 52 | $33K |
| Reyes Financial Architecture, Inc. | 0.02% | No change | 100 | $32K |
| Ransom Advisory, Ltd | 0.01% | New | 100 | $32K |
| Pinnacle Bancorp, Inc. | 0.01% | No change | 100 | $32K |
| Bear Mountain Capital, Inc. | 0.01% | No change | 91 | $32K |
| Caitlin John, LLC | 0.02% | No change | 98 | $32K |
| McIlrath & Eck, LLC | 0.00% | No change | 95 | $31K |
| TD Capital Management LLC | 0.00% | New | 93 | $30K |
| EPG Wealth Management LLC | 0.01% | No change | 93 | $30K |
| Keating Financial Advisory Services, Inc. | 0.00% | — | 93 | $30K |
| ORG Partners LLC | 0.01% | No change | 90 | $29K |
| Pflug Koory, LLC | 0.01% | No change | 90 | $29K |
| Johnson Financial Group, Inc. | 0.00% | Add +500.0% | 90 | $29K |
| Clearstead Trust, LLC | 0.00% | No change | 88 | $28K |
| Insight Inv LLC | 0.01% | No change | 82 | $26K |
| Modus Advisors, LLC | 0.01% | New | 82 | $26K |
| PFS Partners, LLC | 0.01% | Reduce -20.6% | 81 | $26K |
| Pandora Wealth, Inc. | 0.02% | No change | 80 | $26K |
| Strive Financial Group ,LLC | 0.01% | — | 79 | $26K |
| Abound Wealth Management | 0.01% | No change | 75 | $24K |
| Nalls Sherbakoff Group, LLC | 0.02% | No change | 75 | $24K |
| Acumen Wealth Advisors, LLC | 0.01% | — | 68 | $22K |
| Grand Wealth Management, LLC | 0.01% | New | 67 | $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% | No change | 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 | $21K |
| MCF Advisors LLC | 0.00% | No change | 63 | $20K |
| West Branch Capital LLC | 0.01% | Reduce -31.8% | 60 | $19K |
| Optima Capital LLC | 0.01% | New | 60 | $19K |
| Centennial Bank | 0.01% | No change | 59 | $19K |
| Steigerwald, Gordon & Koch Inc. | 0.00% | No change | 59 | $19K |
| Elyxium Wealth, LLC | 0.01% | New | 57 | $18K |
| Quest 10 Wealth Builders, Inc. | 0.02% | Add +1.8% | 57 | $18K |
| Westfuller Advisors, LLC | 0.01% | No change | 54 | $17K |
| Wealth Watch Advisors, INC | 0.01% | Reduce -28.2% | 51 | $16K |
| 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% | No change | 50 | $16K |
| Salomon & Ludwin, LLC | 0.00% | No change | 48 | $16K |
| Strategic Wealth Advisors LLC | 0.01% | — | 47 | $15K |
| one8zero8, LLC | 0.00% | No change | 45 | $15K |
| Wolff Wiese Magana LLC | 0.01% | Reduce -17.3% | 43 | $14K |
| Investors Research Corp | 0.00% | Reduce -41.1% | 43 | $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% | No change | 41 | $13K |
| Avion Wealth | 0.00% | No change | 42 | $13K |
| Atlantic Edge Private Wealth Management, LLC | 0.00% | No change | 39 | $13K |
| Concord Wealth Partners | 0.00% | Add +533.3% | 38 | $12K |
| Estate Planners Group, LLC | 0.01% | — | 38 | $12K |
| Longview Financial Advisors LLC | 0.01% | New | 38 | $12K |
| IFC & Insurance Marketing, Inc. | 0.01% | — | 36 | $12K |
| Legacy Wealth Managment, LLC | 0.01% | No change | 36 | $12K |
| Ameriflex Group, Inc. | 0.01% | Reduce -50.0% | 35 | $11K |
| LRI Investments, LLC | 0.00% | No change | 34 | $11K |
| SIMA Wealth Partners, LLC | 0.01% | No change | 33 | $11K |
| Bullock Wealth Management Group | 0.01% | — | 33 | $11K |
| Caldwell Sutter Capital, Inc. | 0.00% | No change | 33 | $11K |
| Cape Investment Advisory, Inc. | 0.00% | New | 33 | $11K |
| Evelyn Partners Asset Management Ltd | 0.00% | No change | 33 | $11K |
| Glassman Wealth Services | 0.00% | No change | 33 | $11K |
| Howe & Rusling Inc. | 0.00% | Reduce -76.0% | 30 | $10K |
| MPWM Advisory Solutions, LLC | 0.01% | No change | 30 | $10K |
| Missouri Trust & Investment Co | 0.00% | No change | 30 | $10K |
| Evolution Wealth Management Inc. | 0.01% | New | 29 | $9K |
| Sound Income Strategies, LLC | 0.00% | No change | 26 | $9K |
| Park Square Financial Group, LLC | 0.05% | Add +11.1% | 30 | $9K |
| KERR FINANCIAL PLANNING Corp | 0.01% | No change | 26 | $9K |
| Delos Wealth Advisors, LLC | 0.01% | Reduce -16.1% | 26 | $8K |
| Twin Lakes Capital Management, LLC | 0.00% | No change | 26 | $8K |
| Essential Investment Partners LLC | 0.01% | — | 25 | $8K |
| Richardson Capital Management LLC | 0.00% | No change | 25 | $8K |
| Park Place Capital Corp | 0.00% | No change | 23 | $7K |
| Aventura Private Wealth, LLC | 0.00% | No change | 22 | $7K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | No change | 21 | $7K |
| Cherry Tree Wealth Management, LLC | 0.00% | No change | 20 | $6K |
| Commonwealth Retirement Investments LLC | 0.00% | New | 20 | $6K |
| Biltmore Family Office, LLC | 0.00% | No change | 20 | $6K |
| Godfrey Financial Associates, Inc. | 0.01% | — | 19 | $6K |
| Turning Point Benefit Group, Inc. | 0.00% | No change | 17 | $5K |
| Godsey & Gibb, Inc. | 0.00% | New | 16 | $5K |
| Mascoma Wealth Management LLC | 0.00% | No change | 16 | $5K |
| Motiv8 Investments LLC | 0.00% | New | 16 | $5K |
| CVA Family Office, LLC | 0.00% | No change | 15 | $5K |
| Medallion Wealth Advisors, LLC | 0.00% | No change | 14 | $5K |
| Founders Financial Alliance, LLC | 0.00% | Reduce -85.4% | 14 | $5K |
| Vermillion Wealth Management, Inc. | 0.00% | No change | 13 | $4K |
| Planning Project LLC | 0.00% | — | 12 | $4K |
| Key Capital Management, INC | 0.00% | — | 12 | $4K |
| Go Invest LLC | 0.00% | — | 12 | $4K |
| Broadwater Capital Management LLC | 0.00% | No change | 11 | $4K |
| Game Plan Financial Advisors, LLC | 0.00% | No change | 10 | $3K |
| New Republic Capital, LLC | 0.00% | New | 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 |
| N.E.W. Advisory Services LLC | 0.00% | New | 8 | $3K |
| Maryland Capital Advisors Inc. | 0.00% | Reduce -25.0% | 6 | $2K |
| Garton & Associates Financial Advisors LLC | 0.00% | — | 6 | $2K |
| Millstone Evans Group, LLC | 0.00% | No change | 4 | $1K |
| Prestige Wealth Management Group LLC | 0.00% | No change | 2 | $647 |
| RHL Group, LLC | 0.00% | — | 2 | $646 |
| Winnacle Wealth LLC | 0.00% | New | 1 | $324 |
| Morton Brown Family Wealth, LLC | 0.00% | No change | 1 | $323 |
| Eq Wealth Advisors, LLC | 0.00% | New | 1 | $166 |
"% of holder's portfolio" is IWO's weight in each manager's 13F, not the share of iShares Russell 2000 Growth the manager owns.