iShares Russell 2000 GrowthIWOETF
13F holders, Q2 2026 (June 30)1,106holders +79
118new positions
39sold out
4famous investors
$392.62avg. 13F price*
At the end of Q2 2026, 1,106 institutions reported holding iShares Russell 2000 Growth (IWO) in their 13F filings, up 79 from Q1 2026. 118 opened new positions and 39 sold out. The largest holders were Bank of America Corp. ($1.4B), Morgan Stanley ($917.3M) and Barings LLC ($622.4M). 4 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), Joel Greenblatt (0.0% of Gotham Asset Management's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- iShares Russell 2000 Growth
- CUSIP
- 464287648
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 118 | $102.0M |
| Exits | 39 | $148.8M |
All 13F filers, Q1 2026 → Q2 2026: 1,496,605 shares bought and 1,814,750 shares sold, net −318,145 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,106 holders
| Bank of America Corp. | 0.09% | Add +0.3% | 3,483,298 | $1.4B |
| Morgan Stanley | 0.05% | Reduce -15.4% | 2,328,293 | $917.3M |
| Barings LLC | 11.59% | Reduce -1.8% | 1,579,950 | $622.4M |
| Envestnet Asset Management Inc. | 0.10% | Reduce -1.5% | 1,080,233 | $425.6M |
| Goldman Sachs Group Inc. | 0.04% | Add +0.8% | 965,896 | $380.5M |
| Cassaday & Co Wealth Management LLC | 7.01% | Add +1.2% | 947,047 | $373.1M |
| Wells Fargo & Company | 0.05% | Reduce -3.5% | 704,958 | $277.7M |
| LPL Financial LLC | 0.05% | Add +3.8% | 598,485 | $235.8M |
| PNC Financial Services Group, Inc. | 0.12% | Reduce -3.9% | 592,625 | $233.5M |
| D.A. Davidson & Co. | 1.20% | Add +1.0% | 550,307 | $216.8M |
| Tiaa-Cref Individual & Institutional Services, LLC | 0.74% | Reduce -5.1% | 546,451 | $215.3M |
| FMR LLC | 0.01% | Add +48.6% | 531,617 | $209.4M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.29% | Add +25.1% | 513,500 | $202.3M |
| UBS Group AG | 0.03% | Reduce -2.3% | 511,151 | $201.4M |
| Cohen Klingenstein LLC | 5.46% | Reduce -1.7% | 484,414 | $190.8M |
| TIAA Wealth Investment Management LLC | 1.22% | Add +0.4% | 468,427 | $182.8M |
| Raymond James Financial Inc. | 0.05% | Add +0.2% | 433,927 | $171.0M |
| Commonwealth Equity Services, LLC | 0.21% | Reduce -1.7% | 425,316 | $167.6M |
| Northern Trust Corp. | 0.02% | Reduce -4.1% | 412,943 | $162.7M |
| JPMorgan Chase & Co. | 0.01% | Add +2.9% | 397,150 | $155.0M |
| Citigroup Inc. | 0.07% | Reduce -9.7% | 374,910 | $147.7M |
| Alliancebernstein L.P. | 0.05% | Add +108.1% | 446,583 | $140.1M |
| M&T Bank Corp | 0.40% | Reduce -1.9% | 344,603 | $135.8M |
| BNP Paribas Financial Markets | 0.07% | Reduce -0.9% | 340,110 | $134.0M |
| Royal Bank of Canada | 0.02% | Reduce -12.3% | 328,945 | $129.6M |
| Cetera Investment Advisers | 0.08% | Add +1.1% | 232,731 | $91.7M |
| Badgley Phelps Wealth Managers, LLC | 1.58% | Add +1.9% | 228,374 | $90.0M |
| Financial Engines Advisors L.L.C. | 0.16% | Reduce -6.2% | 223,223 | $87.9M |
| Corient Private Wealth LP | 0.12% | Reduce -9.9% | 218,652 | $86.1M |
| Commerce Bank | 0.37% | Reduce -18.6% | 216,194 | $85.2M |
| Bank of New York Mellon Corp | 0.01% | Reduce -4.7% | 197,092 | $77.6M |
| Creative Planning | 0.04% | Reduce -2.6% | 170,877 | $67.3M |
| US Bancorp \de | 0.07% | Reduce -1.0% | 161,302 | $63.5M |
| Northwestern Mutual Wealth Management Co. | 0.03% | Add +6.3% | 161,029 | $63.4M |
| Ameriprise Financial Inc. | 0.01% | Reduce -0.6% | 159,500 | $63.3M |
| Sei Investments Co. | 0.06% | Reduce -3.9% | 159,552 | $62.9M |
| Jones Financial Companies LLLP | 0.02% | Add +4.9% | 157,199 | $61.1M |
| Keybank National Association | 0.19% | Reduce -1.5% | 143,663 | $56.6M |
| Brown Advisory Inc. | 0.08% | Reduce -21.9% | 135,926 | $53.5M |
| Rockefeller Capital Management L.P. | 0.08% | Reduce -1.9% | 133,779 | $52.7M |
| Cresset Asset Management, LLC | 0.19% | Reduce -0.9% | 131,388 | $51.8M |
| Pathstone Holdings, LLC | 0.15% | Add +7.4% | 130,483 | $51.4M |
| Fifth Third Bancorp | 0.08% | Reduce -2.0% | 122,843 | $48.4M |
| Wealth Enhancement Advisory Services, LLC | 0.08% | Reduce -10.6% | 121,973 | $46.9M |
| Clearbridge Investments, LLC | 0.04% | Add +587.6% | 116,668 | $46.0M |
| Choreo, LLC | 0.49% | Add +0.7% | 114,055 | $44.9M |
| Truist Financial Corp. | 0.05% | Reduce -6.0% | 112,730 | $44.4M |
| Focus Partners Wealth | 0.05% | Add +4.1% | 112,606 | $44.4M |
| Fort Washington Investment Advisors Inc. | 0.21% | No change | 106,920 | $42.1M |
| MAI Capital Management | 0.16% | Add +0.1% | 103,431 | $40.7M |
| Osaic Holdings, Inc. | 0.05% | Add +7.4% | 101,157 | $39.9M |
| Hantz Financial Services, Inc. | 0.52% | Add +6.1% | 97,455 | $38.4M |
| Wellington Management Group LLP | 0.01% | Add +71.8% | 87,193 | $34.4M |
| Geneva Capital Management LLC | 0.78% | Add +21.9% | 86,150 | $33.9M |
| Cerity Partners LLC | 0.04% | Add +13.0% | 81,647 | $32.2M |
| Bank of Montreal | 0.01% | Add +2.9% | 80,572 | $31.7M |
| Captrust Financial Advisors | 0.05% | Reduce -0.3% | 79,296 | $31.2M |
| Confluence Wealth Services, Inc. | 0.89% | Add +22.2% | 78,858 | $31.1M |
| Stifel Financial Corp. | 0.03% | Add +3.5% | 78,206 | $30.8M |
| Moneta Group Investment Advisors LLC | 0.23% | Reduce -2.7% | 77,728 | $30.6M |
| Stephens Group Asset Management, LLC | 1.66% | Reduce -0.9% | 74,615 | $29.4M |
| HighTower Advisors, LLC | 0.03% | Add +0.8% | 73,549 | $29.0M |
| WoodTrust Financial Corp | 3.40% | Reduce -8.0% | 72,513 | $28.6M |
| Franklin Resources Inc. | 0.01% | Add +113.6% | 70,478 | $27.8M |
| VAUGHAN & Co SECURITIES, INC. | 12.83% | Reduce -3.6% | 69,826 | $27.5M |
| MML Investors Services, LLC | 0.06% | Add +8.1% | 69,634 | $27.4M |
| Droms Strauss Advisors Inc. /Mo/ | 6.03% | Reduce -1.7% | 67,372 | $26.5M |
| First Horizon Corp. | 0.97% | Add +5.1% | 64,280 | $25.3M |
| Summit Financial, LLC | 0.28% | Add +39.2% | 63,786 | $25.1M |
| Allspring Global Investments Holdings, LLC | 0.04% | Add +0.3% | 62,311 | $24.4M |
| Potomac Fund Management Inc. | 0.61% | New | 61,560 | $24.3M |
| Powell Investment Advisors, LLC | 7.55% | Reduce -0.8% | 60,650 | $23.9M |
| Kestra Advisory Services, LLC | 0.08% | Reduce -2.3% | 59,901 | $23.6M |
| Waldron Private Wealth LLC | 0.81% | Reduce -2.6% | 59,303 | $23.4M |
| Fuller & Thaler Asset Management, Inc. | 0.06% | Reduce -34.2% | 58,463 | $23.0M |
| Mariner, LLC | 0.02% | Reduce -8.5% | 56,396 | $22.2M |
| Mirae Asset Global Investments Co., Ltd. | 0.04% | Reduce -12.5% | 53,700 | $21.2M |
| Baird Financial Group, Inc. | 0.03% | Add +1.8% | 52,508 | $20.7M |
| Avantax Planning Partners, Inc. | 0.51% | Reduce -5.1% | 51,994 | $20.5M |
| AMG National Trust Bank | 0.42% | Reduce -1.5% | 51,759 | $20.4M |
| Barclays PLC | 0.01% | Add +2566.1% | 51,002 | $20.1M |
| Courier Capital LLC | 0.98% | Add +1.3% | 49,719 | $19.6M |
| Wealthspire Advisors, LLC | 0.10% | Reduce -0.9% | 48,319 | $19.0M |
| LMG Wealth Partners, LLC | 2.99% | Add +0.5% | 47,501 | $18.7M |
| Axiom Investors LLC | 0.16% | Add +52.1% | 46,400 | $18.3M |
| Jane Street Group, LLC | 0.01% | Add +209.3% | 46,291 | $18.2M |
| Steward Partners Investment Advisory, LLC | 0.09% | Add +0.8% | 45,510 | $17.9M |
| Silvercrest Asset Management Group LLC | 0.12% | Reduce -45.1% | 45,212 | $17.8M |
| Citadel Advisors | 0.01% | Add +194.2% | 42,676 | $16.8M |
| Tobias Financial Advisors, Inc. | 2.13% | Add +0.6% | 42,656 | $16.8M |
| Blair William & Co. | 0.04% | Add +5.4% | 41,456 | $16.3M |
| RTD Financial Advisors, Inc. | 1.70% | Reduce -3.2% | 39,530 | $15.6M |
| BlackRock, Inc. | 0.00% | Reduce -34.0% | 39,455 | $15.5M |
| Pinnacle Financial Partners, Inc. | 0.11% | Add +0.6% | 39,437 | $15.5M |
| Whittier Trust Co. of Nevada Inc. | 0.29% | Reduce -0.7% | 39,839 | $15.4M |
| Quent Capital, LLC | 0.94% | Add +0.7% | 38,920 | $15.3M |
| Hillcrest Wealth Advisors - NY, LLC | 5.41% | Reduce -1.1% | 38,392 | $15.1M |
| HSBC Holdings PLC | 0.01% | Reduce -4.6% | 37,162 | $14.6M |
| William Blair Investment Management, LLC | 0.04% | Reduce -2.8% | 37,120 | $14.6M |
| Waverly Advisors, LLC | 0.08% | Reduce -5.0% | 37,077 | $14.6M |
| Zions Bancorporation, National Association | 0.86% | Add +427.2% | 36,502 | $14.4M |
| Shepherd Financial Partners LLC | 1.15% | Reduce -12.6% | 35,669 | $14.1M |
| Corundum Group, Inc. | 4.06% | Reduce -1.7% | 34,722 | $13.7M |
| Tiaa Trust, National Association | 0.80% | Reduce -3.6% | 34,294 | $13.5M |
| Fund Evaluation Group, LLC | 0.36% | Reduce -4.2% | 33,679 | $13.3M |
| Optiver Holding B.V. | 0.19% | Add +103.0% | 33,503 | $13.2M |
| Stephens Inc. | 0.15% | Add +1.1% | 33,085 | $13.0M |
| Bokf, NA | 0.18% | Reduce -1.3% | 32,483 | $12.8M |
| Orion Porfolio Solutions, LLC | 0.10% | Add +0.7% | 32,384 | $12.8M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -4.5% | 29,965 | $11.8M |
| EverSource Wealth Advisors, LLC | 0.40% | Add +12883.8% | 29,733 | $11.7M |
| Sanctuary Advisors, LLC | 0.05% | Add +0.6% | 28,805 | $11.3M |
| Erickson Financial Group, LLC | 5.95% | Add +6.8% | 28,164 | $11.1M |
| CIBC Bancorp USA Inc. | 0.01% | Reduce -1.5% | 27,246 | $10.7M |
| OFS Enterprise LLC | 2.67% | Reduce -4.0% | 26,514 | $10.4M |
| NewEdge Advisors, LLC | 0.03% | Add +2.5% | 26,386 | $10.4M |
| EP Wealth Advisors, LLC | 0.04% | Add +3.0% | 26,096 | $10.3M |
| Equitable Holdings, Inc. | 0.06% | Add +0.8% | 25,925 | $10.2M |
| Glenmede Trust Co. NA | 0.05% | Reduce -5.1% | 25,920 | $10.2M |
| Team Hewins, LLC | 2.76% | Reduce -4.7% | 25,574 | $10.1M |
| Modern Wealth Management, LLC | 0.12% | New | 25,117 | $9.9M |
| Modera Wealth Management, LLC | 0.10% | Add +0.3% | 24,652 | $9.7M |
| Savant Capital, LLC | 0.03% | Add +6.2% | 24,326 | $9.6M |
| 360 Financial, Inc. | 2.42% | Reduce -4.0% | 24,154 | $9.5M |
| LBJ Family Wealth Advisors, Ltd. | 4.85% | Reduce -0.9% | 24,361 | $9.5M |
| Johnson Investment Counsel Inc. | 0.07% | Reduce -1.5% | 24,001 | $9.5M |
| MidFirst Bank | 0.66% | Reduce -1.1% | 23,443 | $9.2M |
| Natixis Advisors, LLC | 0.01% | Reduce -14.7% | 23,358 | $9.2M |
| LWM Advisors Inc. | 7.80% | Reduce -0.4% | 23,160 | $9.1M |
| Whittier Trust Co. | 0.09% | No change | 23,276 | $9.1M |
| GTS Securities LLC | 0.19% | Reduce -67.3% | 22,645 | $8.9M |
| St. Louis Trust Co | 1.00% | No change | 11,467 | $8.8M |
| Kestra Private Wealth Services, LLC | 0.10% | Reduce -1.2% | 22,042 | $8.7M |
| Yarbrough Capital, LLC | 0.26% | No change | 21,764 | $8.6M |
| Trilogy Capital Inc. | 0.33% | New | 21,667 | $8.5M |
| Farther Finance Advisors, LLC | 0.07% | Add +11.9% | 21,447 | $8.4M |
| Noble Family Wealth, LLC | 1.51% | Reduce -0.2% | 21,418 | $8.4M |
| DT Investment Partners, LLC | 0.60% | Add +49.7% | 20,537 | $8.1M |
| Beacon Pointe Advisors, LLC | 0.04% | Add +0.4% | 20,518 | $8.1M |
| Avidian Wealth Enterprises, LLC | 0.22% | Reduce -0.8% | 20,249 | $8.0M |
| Occidental Asset Management, LLC | 0.79% | Reduce -0.6% | 20,235 | $8.0M |
| Highland Investment Advisors LLC | 3.45% | — | 20,110 | $7.9M |
| Fiduciary Trust Co | 0.09% | Reduce -2.4% | 19,973 | $7.9M |
| XML Financial, LLC | 0.57% | Reduce -3.5% | 19,777 | $7.8M |
| Monument Capital Management | 1.55% | New | 19,586 | $7.7M |
| Summit Wealth Group LLC / Co. | 0.63% | Add +8.4% | 19,272 | $7.6M |
| Arax Advisory Partners | 0.05% | Add +23.9% | 19,078 | $7.5M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Reduce -3.3% | 19,024 | $7.5M |
| Bailard, Inc. | 0.15% | No change | 18,963 | $7.5M |
| Fortis Group Advisors, LLC | 1.18% | Reduce -1.4% | 18,757 | $7.4M |
| Mechanics Bank Trust Department | 0.90% | Add +0.2% | 18,505 | $7.3M |
| HB Wealth Management, LLC | 0.04% | Reduce -19.1% | 18,497 | $7.3M |
| XTX Topco Ltd | 0.09% | Add +42.8% | 18,379 | $7.2M |
| Harbor Investment Advisory, LLC | 0.50% | Add +0.5% | 18,223 | $7.2M |
| Rodgers & Associates, LTD | 0.65% | Reduce -2.3% | 18,142 | $7.1M |
| First Citizens Bank & Trust Co. | 0.11% | Add +0.3% | 17,935 | $7.1M |
| Envestnet Portfolio Solutions, Inc. | 0.03% | Reduce -3.8% | 17,873 | $7.0M |
| Foundation Wealth Management, LLC | 4.29% | Reduce -2.5% | 17,660 | $7.0M |
| InvesTrust | 2.67% | Reduce -0.1% | 17,580 | $6.9M |
| Tritonpoint Wealth, LLC | 0.68% | Reduce -4.0% | 17,477 | $6.9M |
| TritonPoint Partners, LLC | 0.57% | New | 17,477 | $6.9M |
| Deutsche Bank AG | 0.00% | Add +49328.6% | 17,300 | $6.8M |
| Farmers & Merchants Investments Inc. | 0.16% | Reduce -0.4% | 17,242 | $6.8M |
| Stock Yards Bank & Trust Co. | 0.19% | Add +1.8% | 16,813 | $6.6M |
| Coldstream Capital Management Inc. | 0.08% | Reduce -0.8% | 16,709 | $6.6M |
| Two Sigma Investments, LP | 0.01% | New | 16,622 | $6.5M |
| Kayne Anderson Rudnick Investment Management LLC | 0.02% | Reduce -11.8% | 16,509 | $6.5M |
| Mach-1 Financial Group, LLC | 2.52% | Reduce -9.1% | 16,496 | $6.5M |
| Idaho Trust Co | 1.85% | Reduce -4.5% | 16,104 | $6.3M |
| Quadrant Capital Group LLC | 0.16% | No change | 15,225 | $6.0M |
| Fifth Third Securities, Inc. | 0.34% | Add +6.1% | 15,150 | $6.0M |
| Prudential Financial Inc. | 0.01% | Add +4.3% | 14,965 | $5.9M |
| Fell Capital Management | 4.88% | Add +4.2% | 14,692 | $5.8M |
| Carbahal Olsen Financial Services Group, LLC | 4.00% | Reduce -0.3% | 14,625 | $5.8M |
| Thoma Capital Management LLC | 3.03% | Reduce -40.2% | 14,419 | $5.7M |
| AE Wealth Management LLC | 0.03% | Add +1.7% | 14,419 | $5.7M |
| Stevens Capital Partners | 1.07% | Add +0.8% | 14,293 | $5.6M |
| Assetmark, Inc. | 0.01% | Add +44.8% | 14,153 | $5.6M |
| Vance Wealth, LLC | 1.25% | Add +1.2% | 14,120 | $5.6M |
| Welch & Forbes LLC | 0.07% | Reduce -0.4% | 13,919 | $5.5M |
| Compass Capital Management, Inc. | 0.33% | Add +1108.3% | 13,811 | $5.4M |
| EMC Capital Management | 2.14% | — | 13,732 | $5.4M |
| Finley Financial, LLC | 2.15% | No change | 13,555 | $5.3M |
| Lowery Thomas, LLC | 2.59% | Reduce -1.0% | 13,472 | $5.3M |
| Prime Buchholz LLC | 1.91% | New | 13,458 | $5.3M |
| Connective Capital Management, LLC | 3.74% | No change | 13,453 | $5.3M |
| Great Valley Advisor Group, Inc. | 0.08% | Reduce -1.9% | 13,236 | $5.2M |
| Instrumental Wealth, LLC | 2.63% | Add +3.5% | 13,188 | $5.2M |
| AQR Capital Management | 0.00% | Add +21.8% | 13,135 | $5.2M |
| Wealth Enhancement Trust Services, Inc. | 0.56% | Add +2.6% | 12,771 | $5.0M |
| Pinnacle Associates Ltd. | 0.05% | Reduce -0.6% | 12,712 | $5.0M |
| Crescent Grove Advisors, LLC | 0.42% | Reduce -2.4% | 12,648 | $5.0M |
| Regions Financial Corp. | 0.03% | Reduce -0.0% | 12,219 | $4.8M |
| Sequent Asset Management, LLC | 2.03% | No change | 12,209 | $4.8M |
| Stratos Wealth Partners, LTD. | 0.05% | Reduce -2.5% | 12,194 | $4.8M |
| LGL Partners, LLC | 1.75% | Add +0.1% | 12,133 | $4.8M |
| Rehmann Capital Advisory Group | 0.21% | Add +3.5% | 11,774 | $4.6M |
| Ariston Services Group | 2.55% | Add +0.0% | 11,713 | $4.6M |
| Janney Montgomery Scott LLC | 0.01% | Add +16.2% | 11,684 | $4.6M |
| Tradition Wealth Management, LLC | 0.28% | Reduce -0.6% | 11,654 | $4.6M |
| Dorsey & Whitney Trust CO LLC | 0.22% | Add +38.6% | 11,421 | $4.5M |
| Bare Financial Services, Inc | 1.03% | No change | 11,420 | $4.5M |
| Versant Capital Management, Inc | 0.40% | No change | 11,398 | $4.5M |
| Montecito Bank & Trust | 0.67% | Reduce -3.6% | 11,340 | $4.5M |
| Parkside Financial Bank & Trust | 0.30% | Reduce -1.8% | 11,285 | $4.4M |
| Echo45 Advisors LLC | 2.28% | Reduce -5.9% | 11,210 | $4.4M |
| Simon Quick Advisors, LLC | 0.18% | Add +2.0% | 11,012 | $4.3M |
| First Foundation Advisors | 0.15% | Add +7.8% | 10,891 | $4.3M |
| Midwest Trust Co | 0.05% | Add +3.8% | 10,833 | $4.3M |
| Larson Financial Group LLC | 0.11% | Reduce -2.5% | 10,785 | $4.2M |
| Sacks & Associates, LLC | 2.86% | Add +0.3% | 11,430 | $4.2M |
| Quantum Portfolio Management LLC | 1.50% | Reduce -9.5% | 10,574 | $4.2M |
| Stephen J. Garry & Associates, LLC | 3.03% | Add +0.5% | 10,527 | $4.1M |
| Foundations Investment Advisors, LLC | 0.04% | Reduce -0.9% | 10,326 | $4.1M |
| &partners | 0.02% | Add +32.4% | 10,308 | $4.1M |
| Moody LYNN Lieberson & Walker, LLC | 0.21% | No change | 10,299 | $4.1M |
| Atlas Brown,Inc. | 1.09% | Reduce -0.1% | 10,295 | $4.1M |
| BBR Partners, LLC | 0.19% | Add +9.8% | 10,057 | $4.0M |
| CFS Investment Advisory Services, LLC | 0.26% | Reduce -1.0% | 10,202 | $3.9M |
| Midwest Professional Planners, LTD. | 0.77% | Reduce -5.2% | 9,990 | $3.9M |
| Rice Hall James & Associates, LLC | 0.19% | Add +53.2% | 9,918 | $3.9M |
| Global Retirement Partners, LLC | 0.06% | — | 9,838 | $3.9M |
| Oppenheimer & Co. Inc. | 0.04% | Add +0.0% | 9,807 | $3.9M |
| Brighton Jones LLC | 0.07% | Add +1.4% | 9,802 | $3.9M |
| Prospera Financial Services Inc | 0.06% | Reduce -3.4% | 9,794 | $3.9M |
| MV Capital Management, Inc. | 0.34% | Add +0.1% | 9,783 | $3.9M |
| Merit Financial Group, LLC | 0.02% | Reduce -3.3% | 9,697 | $3.8M |
| CreativeOne Wealth, LLC | 0.08% | Reduce -4.3% | 9,678 | $3.8M |
| Vanguard National Trust Co | 0.20% | Add +0.2% | 9,516 | $3.7M |
| Golden State Wealth Management, LLC | 0.34% | Reduce -0.9% | 9,483 | $3.7M |
| Tompkins Financial Corp. | 0.26% | Add +2.2% | 9,438 | $3.7M |
| VestGen Advisors, LLC | 0.11% | Add +0.1% | 9,385 | $3.7M |
| Wealthfront Advisers LLC | 0.01% | Reduce -1.5% | 9,375 | $3.7M |
| Arkadios Wealth Advisors | 0.06% | Reduce -1.7% | 9,320 | $3.7M |
| Citizens Financial Group Inc. | 0.04% | Add +3.3% | 9,319 | $3.7M |
| Grey Fox Wealth Advisors, LLC | 0.56% | Reduce -1.3% | 9,053 | $3.6M |
| Widmann Financial Services, Inc. | 1.90% | Reduce -2.1% | 9,013 | $3.6M |
| Sand Hill Global Advisors, LLC | 0.11% | Add +0.3% | 9,012 | $3.6M |
| Clearstead Advisors, LLC | 0.03% | Reduce -6.7% | 8,954 | $3.5M |
| Ticino Wealth | 1.10% | Add +17.1% | 8,887 | $3.5M |
| Investment Partners, LTD. | 1.09% | Add +2.5% | 8,878 | $3.5M |
| Integrated Wealth Concepts LLC | 0.02% | Add +248.4% | 8,763 | $3.5M |
| Riverbridge Partners LLC | 0.10% | Reduce -21.8% | 8,718 | $3.4M |
| SGL Investment Advisors, Inc. | 1.17% | Add +9.1% | 8,653 | $3.4M |
| Corsair Capital Management, L.P. | 0.42% | No change | 8,484 | $3.3M |
| NewEdge Wealth, LLC | 0.03% | Add +463.4% | 8,356 | $3.3M |
| Bartlett & Co. Wealth Management LLC | 0.04% | Add +0.9% | 8,335 | $3.3M |
| Lido Advisors, LLC | 0.01% | Reduce -9.3% | 8,268 | $3.3M |
| 1834 Investment Advisors Co. | 0.37% | No change | 8,262 | $3.3M |
| Quantinno Capital Management LP | 0.00% | Add +56.2% | 8,020 | $3.2M |
| Ieq Capital, LLC | 0.01% | Reduce -55.7% | 7,916 | $3.1M |
| Gotham Asset Management | 0.01% | Add +12.1% | 7,916 | $3.1M |
| Whitegate Investment Counselors, Inc. | 0.88% | Add +0.4% | 7,853 | $3.1M |
| Ashford Capital Management Inc. | 0.33% | Reduce -34.1% | 7,798 | $3.1M |
| Geneos Wealth Management Inc. | 0.06% | Reduce -16.3% | 7,786 | $3.1M |
| Legacy Bridge, LLC | 0.94% | Add +3.4% | 7,755 | $3.1M |
| Legacy Edge Advisors, LLC | 0.28% | Add +1.1% | 7,700 | $3.0M |
| Hilltop Holdings Inc. | 0.24% | Add +0.3% | 7,626 | $3.0M |
| Washington Trust Bank | 0.21% | No change | 7,499 | $3.0M |
| Private Advisor Group, LLC | 0.01% | Reduce -1.2% | 7,428 | $2.9M |
| Principal Financial Group Inc. | 0.00% | Reduce -1.3% | 7,400 | $2.9M |
| Chemung Canal Trust Co. | 0.53% | Reduce -0.3% | 7,299 | $2.9M |
| Blue Trust, Inc. | 0.03% | Reduce -0.5% | 7,277 | $2.9M |
| Essex Investment Management Co. LLC | 0.37% | Add +226.6% | 7,212 | $2.8M |
| Kelsey Financial, LLC | 2.15% | Add +4.6% | 7,178 | $2.8M |
| Relyea Zuckerberg Hanson LLC | 0.23% | Reduce -5.3% | 7,101 | $2.8M |
| One Capital Management, LLC | 0.08% | No change | 8,856 | $2.8M |
| Snowden Capital Advisors LLC | 0.07% | Add +0.8% | 7,005 | $2.8M |
| Private Wealth Asset Management, LLC | 0.26% | Reduce -0.4% | 6,957 | $2.7M |
| Cornerstone Wealth Management, LLC | 0.12% | Add +15.4% | 6,927 | $2.7M |
| Luts & Greenleigh Group, Inc. | 2.04% | Reduce -1.0% | 6,851 | $2.7M |
| HRT Financial LP | 0.00% | Add +36.4% | 6,850 | $2.7M |
| jvl associates llc | 0.76% | Add +0.5% | 6,784 | $2.7M |
| Visionary Wealth Advisors | 0.10% | Reduce -4.1% | 6,685 | $2.6M |
| Private Advisory Group LLC | 0.15% | Add +10.7% | 6,678 | $2.6M |
| T. Rowe Price Associates Inc. | 0.00% | Reduce -37.5% | 6,644 | $2.6M |
| JMG Financial Group, Ltd. | 0.06% | Reduce -0.7% | 6,616 | $2.6M |
| Grey Ledge Advisors, LLC | 0.52% | Reduce -11.9% | 6,523 | $2.6M |
| Equitable Trust Co. | 0.11% | Add +21.1% | 6,481 | $2.6M |
| Financial Sense Advisors, Inc. | 0.55% | Reduce -1.8% | 6,474 | $2.6M |
| World Investment Advisors | 0.04% | Reduce -3.6% | 7,950 | $2.5M |
| Sequoia Financial Advisors, LLC | 0.01% | Reduce -0.4% | 6,452 | $2.5M |
| Index Technologies Group LLC | 2.02% | Reduce -9.6% | 6,410 | $2.5M |
| Eukles Asset Management | 1.02% | Add +7.9% | 6,283 | $2.5M |
| Sonata Capital Group Inc. | 0.80% | Reduce -6.5% | 6,281 | $2.5M |
| OneDigital Investment Advisors LLC | 0.02% | Add +0.5% | 6,250 | $2.5M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -1.5% | 6,229 | $2.5M |
| Texas Yale Capital Corp. | 0.05% | No change | 6,076 | $2.4M |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.02% | Reduce -1.5% | 5,998 | $2.4M |
| Wescott Financial Advisory Group, LLC | 0.18% | Add +8.4% | 5,978 | $2.4M |
| Concurrent Investment Advisors, LLC | 0.02% | Add +80.7% | 5,967 | $2.4M |
| Fifth Third Wealth Advisors LLC | 0.07% | Reduce -3.7% | 5,909 | $2.3M |
| Haverford Trust Co | 0.02% | Reduce -0.6% | 5,876 | $2.3M |
| Somerset Group LLC | 1.62% | No change | 5,990 | $2.3M |
| Tower Research Capital LLC (TRC) | 0.06% | Reduce -82.2% | 5,825 | $2.3M |
| Steel Grove Capital Advisors, LLC | 0.21% | No change | 5,578 | $2.2M |
| O'shaughnessy Asset Management, LLC | 0.01% | Reduce -0.9% | 5,555 | $2.2M |
| Heck Capital Advisors, LLC | 0.13% | Reduce -73.2% | 5,535 | $2.2M |
| Atria Investments, Inc | 0.02% | Add +43.8% | 5,498 | $2.2M |
| Robertson Stephens Wealth Management, LLC | 0.05% | Reduce -2.3% | 5,497 | $2.2M |
| Focus Partners Advisor Solutions, LLC | 0.02% | Add +13.7% | 5,455 | $2.1M |
| Sigma Planning Corp | 0.05% | Reduce -7.9% | 5,452 | $2.1M |
| Stronghold Wealth Management L.L.C. | 2.87% | Add +3.4% | 5,449 | $2.1M |
| Mather Group, Llc. | 0.02% | Add +6.3% | 5,432 | $2.1M |
| Clear Creek Financial Management, LLC | 0.14% | New | 5,427 | $2.1M |
| Murphy, Middleton, Hinkle & Parker, Inc. | 0.86% | Add +5.3% | 5,404 | $2.1M |
| Eagle Strategies LLC | 0.21% | Reduce -0.1% | 5,400 | $2.1M |
| BTC Capital Management, Inc. | 0.13% | No change | 5,394 | $2.1M |
| Highland Capital Management, LLC | 0.10% | Reduce -5.7% | 5,367 | $2.1M |
| Sentinel Advisory Group, LLC | 0.86% | Reduce -11.7% | 5,349 | $2.1M |
| Pointe Capital Management LLC | 0.94% | Add +5.7% | 5,324 | $2.1M |
| Meridian Wealth Management, LLC | 0.07% | Add +5.7% | 5,323 | $2.1M |
| RPg Family Wealth Advisory, LLC | 0.35% | Reduce -1.3% | 5,315 | $2.1M |
| Risk Paradigm Group, LLC | 1.64% | Reduce -1.3% | 5,309 | $2.1M |
| Caprock Group, LLC | 0.04% | New | 5,284 | $2.1M |
| Decision Investments, Inc. | 1.88% | Add +0.3% | 5,239 | $2.1M |
| Shakespeare Wealth Management, LLC | 0.54% | Reduce -2.7% | 5,194 | $2.0M |
| Ashton Thomas Private Wealth, LLC | 0.04% | Reduce -10.4% | 5,181 | $2.0M |
| Forum Finance Group S.A. | 0.73% | Add +52.6% | 6,385 | $2.0M |
| Jasper Ridge Partners, L.P. | 0.04% | No change | 5,145 | $2.0M |
| Valeo Financial Advisors, LLC | 0.04% | Add +17.5% | 5,136 | $2.0M |
| Sterling Capital Management LLC | 0.03% | Add +3.0% | 5,074 | $2.0M |
| Congress Asset Management Co. | 0.01% | Reduce -45.0% | 5,051 | $2.0M |
| Krilogy Financial LLC | 0.06% | Add +5.1% | 4,951 | $2.0M |
| Jackson, Grant Investment Advisers, Inc. | 0.61% | Add +0.7% | 4,949 | $1.9M |
| Compound Planning, Inc. | 0.05% | Reduce -3.8% | 4,886 | $1.9M |
| Connecticut Wealth Management, LLC | 0.07% | Add +0.0% | 4,863 | $1.9M |
| Tranquility Partners, LLC | 0.66% | Reduce -2.2% | 4,860 | $1.9M |
| Cullen/Frost Bankers, Inc. | 0.02% | Reduce -69.9% | 4,856 | $1.9M |
| McKinley Carter Wealth Services, Inc. | 0.10% | Reduce -2.0% | 4,842 | $1.9M |
| United Capital Financial Advisors, LLC | 0.01% | Add +1.7% | 4,821 | $1.9M |
| Lewis Asset Management, LLC | 0.66% | Reduce -6.5% | 4,801 | $1.9M |
| Foundation Wealth Management, LLC\PA | 0.57% | Reduce -11.1% | 4,786 | $1.9M |
| Trust Point Inc. | 0.16% | Reduce -0.2% | 4,724 | $1.9M |
| MWA Asset Management | 0.84% | Reduce -1.7% | 4,702 | $1.9M |
| J.W. Cole Advisors, Inc. | 0.03% | New | 4,693 | $1.8M |
| Ironwood Financial, llc | 0.29% | Reduce -2.6% | 4,852 | $1.8M |
| Affinity Capital Advisors, LLC | 0.22% | No change | 4,668 | $1.8M |
| Appleton Partners Inc. | 0.11% | No change | 4,619 | $1.8M |
| Naviter Wealth, LLC | 0.16% | No change | 4,560 | $1.8M |
| Sowell Financial Services LLC | 0.06% | Reduce -61.9% | 4,527 | $1.8M |
| Chicago Capital, LLC | 0.04% | Add +0.1% | 4,469 | $1.8M |
| Boston Family Office LLC | 0.11% | No change | 4,441 | $1.8M |
| Vawter Financial, Ltd. | 0.65% | Reduce -1.3% | 4,406 | $1.7M |
| UMB Bank, n.a. | 0.02% | Reduce -1.4% | 4,401 | $1.7M |
| Allium Financial Advisors, LLC | 1.13% | No change | 4,397 | $1.7M |
| Lighthouse Financial LLC | 0.89% | No change | 4,360 | $1.7M |
| Chatham Capital Group, Inc. | 0.22% | Reduce -6.1% | 4,360 | $1.7M |
| Independent Advisor Alliance | 0.04% | Reduce -58.6% | 4,351 | $1.7M |
| Cornerstone Wealth Advisors, Inc. | 0.36% | Reduce -1.1% | 4,348 | $1.7M |
| SilverOak Wealth Management LLC | 0.22% | Add +1.1% | 4,308 | $1.7M |
| Armstrong, Fleming & Moore, Inc | 0.56% | Reduce -0.8% | 4,272 | $1.7M |
| Integrated Advisors Network LLC | 0.08% | Add +0.7% | 4,201 | $1.7M |
| Capital Group Private Client Services, Inc. | 0.02% | No change | 4,191 | $1.7M |
| Curated Wealth Partners LLC | 0.19% | Reduce -17.5% | 4,189 | $1.7M |
| NBT Bank, N.A. | 0.11% | Add +7.2% | 4,162 | $1.6M |
| Apollon Wealth Management, LLC | 0.02% | Reduce -0.6% | 4,056 | $1.6M |
| Betterment LLC | 0.00% | Add +9.4% | 4,041 | $1.6M |
| Veery Capital, LLC | 0.42% | Reduce -1.0% | 4,012 | $1.6M |
| Fortitude Family Office, LLC | 0.31% | No change | 3,995 | $1.6M |
| Navis Wealth Advisors, LLC | 0.59% | Reduce -10.6% | 3,980 | $1.6M |
| Meramec Financial Planners, LLC | 0.57% | Reduce -6.2% | 4,187 | $1.6M |
| Davidson Trust Co. | 0.60% | Add +10.8% | 3,928 | $1.5M |
| Intrua Financial, LLC | 0.15% | Add +3.6% | 3,905 | $1.5M |
| Mma Asset Management LLC | 0.49% | Reduce -1.6% | 3,891 | $1.5M |
| Intrepid Financial Planning Group LLC | 0.52% | Add +2.4% | 3,889 | $1.5M |
| Allstreet Capital Advisors LLC | 1.00% | Add +2.7% | 3,886 | $1.5M |
| Diversified Trust Co. | 0.02% | No change | 3,859 | $1.5M |
| Brookstone Capital Management | 0.02% | Add +25.9% | 3,847 | $1.5M |
| Bragg Financial Advisors, Inc | 0.04% | No change | 3,842 | $1.5M |
| Frederick Financial Consultants, LLC | 0.64% | Reduce -0.3% | 3,835 | $1.5M |
| IFP Advisors, Inc | 0.03% | Add +75.5% | 3,817 | $1.5M |
| Allworth Financial LP | 0.01% | Reduce -90.8% | 3,816 | $1.5M |
| Smartleaf Asset Management LLC | 0.05% | No change | 3,846 | $1.5M |
| Wealthcare Advisory Partners LLC | 0.03% | Reduce -5.1% | 3,780 | $1.5M |
| Wesbanco Bank Inc. | 0.04% | Add +4.8% | 3,747 | $1.5M |
| Strategic Wealth Partners, Ltd. | 0.09% | No change | 3,712 | $1.5M |
| McAdam, LLC | 0.06% | Reduce -34.7% | 3,688 | $1.5M |
| Insight 2811, Inc. | 0.57% | Add +0.2% | 3,566 | $1.4M |
| Ameritas Advisory Services, LLC | 0.03% | Add +192.5% | 3,566 | $1.4M |
| Riversedge Advisors, LLC | 0.19% | Add +0.0% | 3,558 | $1.4M |
| Centaurus Financial, Inc. | 0.05% | Add +0.4% | 3,537 | $1.4M |
| FAS Wealth Partners, Inc. | 0.07% | Add +9.4% | 3,538 | $1.4M |
| Bayban | 1.07% | No change | 3,531 | $1.4M |
| TD Private Client Wealth LLC | 0.03% | Reduce -15.0% | 3,494 | $1.4M |
| Walsh & Associates, LLC | 1.12% | Reduce -1.3% | 3,491 | $1.4M |
| Glass Jacobson Investment Advisors llc | 0.43% | Add +0.0% | 3,470 | $1.4M |
| OpenArc Corporate Advisory, LLC | 0.02% | Add +43.4% | 3,466 | $1.4M |
| Guidance Point Advisors, LLC | 0.29% | Reduce -1.7% | 3,441 | $1.4M |
| Quadcap Wealth Management, LLC | 0.13% | Add +1.0% | 3,433 | $1.4M |
| Parallel Advisors, LLC | 0.02% | Add +7.0% | 3,431 | $1.4M |
| Kingsview Wealth Management, LLC | 0.02% | Reduce -87.0% | 3,429 | $1.4M |
| Lanark Financial, Inc. | 0.09% | Reduce -4.8% | 3,408 | $1.3M |
| Neuberger Berman Group LLC | 0.00% | Reduce -9.0% | 3,399 | $1.3M |
| Keudell/Morrison Wealth Management | 0.25% | No change | 3,399 | $1.3M |
| Townsend Asset Management Corp. /NC/ | 0.43% | Reduce -1.6% | 3,380 | $1.3M |
| Ironwood Investment Counsel, LLC | 0.17% | No change | 3,368 | $1.3M |
| Clarion Wealth Managment Partners, LLC | 1.07% | Reduce -1.6% | 3,352 | $1.3M |
| DHJJ Financial Advisors, Ltd. | 0.38% | No change | 3,348 | $1.3M |
| Dakota Wealth Management | 0.02% | Reduce -42.6% | 3,267 | $1.3M |
| Nuveen, LLC | 0.00% | New | 3,248 | $1.3M |
| Crestwood Advisors Group, LLC | 0.02% | Reduce -25.0% | 3,224 | $1.3M |
| Canandaigua National Bank & Trust Co. | 0.11% | — | 3,219 | $1.3M |
| Integrity Alliance, Llc. | 0.04% | Reduce -0.3% | 3,215 | $1.3M |
| Fidelis Capital Partners, LLC | 0.07% | Add +11.7% | 3,181 | $1.3M |
| Acima Private Wealth, LLC | 0.36% | No change | 3,170 | $1.2M |
| Old National Bancorp | 0.02% | Add +1.3% | 3,163 | $1.2M |
| Independent Financial Group, LLC | 0.02% | Reduce -0.8% | 3,155 | $1.2M |
| Aft, Forsyth & Company, Inc. | 0.60% | Reduce -28.1% | 3,153 | $1.2M |
| First Business Financial Services, Inc. | 0.10% | No change | 3,132 | $1.2M |
| Allegheny Financial Group | 0.13% | Reduce -0.5% | 3,128 | $1.2M |
| DAVENPORT & Co LLC | 0.01% | Add +11.3% | 3,123 | $1.2M |
| First Bancorp, Inc | 0.48% | No change | 3,110 | $1.2M |
| Fiduciary Alliance LLC | 0.08% | Reduce -8.0% | 3,105 | $1.2M |
| Savvy Advisors, Inc. | 0.03% | Reduce -7.4% | 3,050 | $1.2M |
| Waterloo Capital, L.P. | 0.07% | New | 3,043 | $1.2M |
| Eastern Bank | 0.02% | Add +6.6% | 3,020 | $1.2M |
| Sagespring Wealth Partners, LLC | 0.02% | Add +2.9% | 3,008 | $1.2M |
| Prosperity Planning, Inc. | 0.38% | Reduce -3.5% | 3,006 | $1.2M |
| Alesco Advisors, LLC, An ESL Co | 0.03% | No change | 3,000 | $1.2M |
| Nomura Asset Management Co. Ltd. | 0.00% | Reduce -45.5% | 3,000 | $1.2M |
| HBK Sorce Advisory LLC | 0.02% | Reduce -6.3% | 3,031 | $1.2M |
| Renasant Bank | 0.75% | No change | 2,974 | $1.2M |
| Huntington National Bank | 0.01% | Reduce -2.4% | 2,961 | $1.2M |
| Stonebridge Financial Planning Group, LLC | 0.37% | Reduce -10.1% | 2,951 | $1.2M |
| Advisory Services Network, LLC | 0.01% | Reduce -0.0% | 2,940 | $1.2M |
| Bishop & Co Investment Management, LLC | 0.36% | Reduce -1.2% | 2,931 | $1.2M |
| National Philanthropic Trust | 0.02% | No change | 2,925 | $1.2M |
| JFS Wealth Advisors, LLC | 0.06% | Reduce -1.0% | 2,918 | $1.1M |
| Aspiriant, LLC | 0.03% | Reduce -19.8% | 2,915 | $1.1M |
| Aptus Capital Advisors, LLC | 0.01% | Add +77.4% | 2,913 | $1.1M |
| Disciplined Investments, LLC | 0.37% | Reduce -0.3% | 2,892 | $1.1M |
| AdvisorNet Financial, Inc | 0.05% | Reduce -0.2% | 2,870 | $1.1M |
| Hollencrest Capital Management | 0.07% | No change | 2,861 | $1.1M |
| Garde Capital, Inc. | 0.05% | Reduce -5.2% | 2,853 | $1.1M |
| Mission Wealth Management, LP | 0.01% | Add +5.3% | 2,835 | $1.1M |
| Intergy Private Wealth, LLC | 0.26% | No change | 2,811 | $1.1M |
| First National Bank Sioux Falls | 0.30% | No change | 3,159 | $1.1M |
| Diversified Management Inc. | 0.23% | Reduce -13.5% | 2,778 | $1.1M |
| Pettyjohn, Wood & White, Inc. | 0.16% | No change | 2,760 | $1.1M |
| Ausdal Financial Partners, Inc. | 0.04% | Add +2.5% | 2,757 | $1.1M |
| Friday Financial | 0.29% | Add +41.8% | 2,804 | $1.1M |
| Harbour Investments, Inc. | 0.01% | Add +3.5% | 2,745 | $1.1M |
| Glenview Trust Co | 0.01% | Reduce -0.4% | 2,742 | $1.1M |
| Intellectus Partners, LLC | 0.19% | Add +17.5% | 2,735 | $1.1M |
| Bedel Financial Consulting, Inc. | 0.10% | Add +0.1% | 2,730 | $1.1M |
| Copia Wealth Management | 0.64% | Reduce -3.3% | 2,719 | $1.1M |
| Gladstone Institutional Advisory LLC | 0.03% | Add +0.6% | 2,658 | $1.0M |
| Mesirow Financial Investment Management, Inc. | 0.02% | No change | 2,655 | $1.0M |
| Inspirion Wealth Advisors, LLC | 0.12% | No change | 2,665 | $1.0M |
| Heritage Investors Management Corp. | 0.03% | Reduce -5.9% | 2,643 | $1.0M |
| Kovack Advisors, Inc. | 0.05% | No change | 2,645 | $1.0M |
| Millennium Management | 0.00% | Add +6.8% | 2,628 | $1.0M |
| Nicholas Investment Partners, LP | 0.07% | No change | 2,625 | $1.0M |
| First National Bank of Omaha | 0.03% | No change | 2,639 | $1.0M |
| Perigon Wealth Management, LLC | 0.02% | Add +2.2% | 2,622 | $1.0M |
| Accredited Investors Inc. | 0.04% | No change | 2,606 | $1.0M |
| First Commonwealth Financial Corp | 0.14% | Reduce -1.9% | 2,605 | $1.0M |
| Palisades Hudson Asset Management, L.P. | 0.36% | Add +0.1% | 2,579 | $1.0M |
| Gables Capital Management Inc. | 0.37% | No change | 2,575 | $1.0M |
| NorthRock Partners, LLC | 0.01% | Reduce -9.2% | 2,571 | $1.0M |
| Venture Visionary Partners LLC | 0.03% | No change | 2,568 | $1.0M |
| Global View Capital Management LLC | 0.21% | New | 2,558 | $1.0M |
| WealthPlan Investment Management, LLC | 0.05% | Add +0.3% | 2,546 | $1.0M |
| Pacific Point Advisors, LLC | 0.45% | No change | 2,500 | $985K |
| Verus Capital Partners, LLC | 0.05% | Reduce -10.4% | 2,496 | $983K |
| Freestone Capital Holdings, LLC | 0.03% | Reduce -7.2% | 2,491 | $981K |
| Brown Wealth Management, LLC | 0.22% | Reduce -1.6% | 2,481 | $977K |
| Garrison Point Advisors, LLC | 0.40% | No change | 2,477 | $976K |
| Focus Financial Network, Inc. | 0.03% | No change | 2,459 | $969K |
| AMJ Financial Wealth Management | 0.23% | No change | 3,083 | $967K |
| American State Bank (Iowa) | 0.39% | Reduce -52.9% | 2,448 | $964K |
| Fulton Bank, N.A. | 0.03% | Add +1.2% | 2,417 | $952K |
| Consilium Wealth Advisory, LLC | 0.28% | No change | 2,416 | $952K |
| Kiley Juergens Wealth Management, LLC | 0.15% | No change | 2,382 | $938K |
| Mgo One Seven LLC | 0.02% | Reduce -0.8% | 2,371 | $934K |
| Madrid Wealth Management, LLC | 0.61% | Add +38.0% | 2,367 | $933K |
| Cahaba Wealth Management, Inc. | 0.06% | Add +0.1% | 2,353 | $927K |
| Sound View Wealth Advisors Group, LLC | 0.06% | Reduce -1.0% | 2,352 | $926K |
| Twin Focus Capital Partners, LLC | 0.09% | No change | 2,350 | $926K |
| FC Advisory LLC | 0.25% | Add +0.1% | 2,349 | $925K |
| ARK & TLK Investments, LLC | 0.23% | No change | 2,332 | $919K |
| GHP Investment Advisors, Inc. | 0.03% | Add +0.2% | 2,306 | $908K |
| GC Wealth Management RIA, LLC | 0.05% | Reduce -30.2% | 2,300 | $906K |
| Peapack Gladstone Financial Corp. | 0.01% | No change | 2,297 | $905K |
| Bradley Foster & Sargent Inc. | 0.01% | Reduce -0.1% | 2,295 | $904K |
| Legacy Trust | 0.16% | No change | 2,291 | $903K |
| Park Avenue Securities LLC | 0.01% | Reduce -7.2% | 2,290 | $902K |
| Bell Bank | 0.03% | No change | 2,288 | $901K |
| Sepio Capital, LP | 0.05% | No change | 2,287 | $901K |
| Symphony Financial, Ltd. Co. | 0.10% | Add +9.7% | 2,298 | $898K |
| Flaharty Asset Management, LLC | 1.27% | Reduce -91.4% | 2,296 | $888K |
| Emerald Investment Advisers, LLC | 0.06% | No change | 2,254 | $888K |
| Vise Technologies, Inc. | 0.01% | Add +19.3% | 2,242 | $883K |
| SkyOak Wealth, LLC | 0.14% | Reduce -0.2% | 2,229 | $878K |
| Sierra Capital LLC | 0.08% | No change | 2,223 | $876K |
| CI Investments Inc. | 0.00% | No change | 2,221 | $875K |
| Newton One Investments LLC | 0.22% | Reduce -3.6% | 2,219 | $874K |
| Integrity Wealth Solutions LLC | 0.32% | Add +0.1% | 2,218 | $874K |
| Kennicott Capital Management LLC | 0.40% | No change | 2,216 | $873K |
| Stordahl Capital Management, Inc. | 0.16% | Reduce -0.1% | 2,209 | $870K |
| Banque Transatlantique SA | 0.02% | New | 2,200 | $867K |
| Blake Schutter Theil Wealth Advisors, LLC | 0.58% | Reduce -5.9% | 2,183 | $860K |
| Sentinel Wealth Management, Inc. | 0.61% | No change | 2,181 | $859K |
| American Wealth Advisors, LLC | 0.79% | No change | 2,147 | $846K |
| Advisors Capital Management, LLC | 0.01% | New | 2,127 | $838K |
| Carnegie Investment Counsel | 0.02% | Reduce -81.7% | 2,120 | $835K |
| RFG Advisory, LLC | 0.01% | Add +38.2% | 2,082 | $820K |
| Elgethun Capital Management | 0.11% | No change | 2,075 | $818K |
| SVB Wealth LLC | 0.05% | Reduce -18.4% | 2,071 | $816K |
| Ritholtz Wealth Management | 0.01% | Add +47.8% | 2,057 | $810K |
| Laird Norton Wetherby Trust Company, LLC | 0.02% | Reduce -0.6% | 2,045 | $806K |
| Moors & Cabot, Inc. | 0.03% | Reduce -10.4% | 2,000 | $788K |
| Quantbot Technologies LP | 0.03% | No change | 2,000 | $788K |
| HM Payson & Co. | 0.01% | No change | 2,000 | $788K |
| Morris Financial Concepts, Inc. | 0.24% | Reduce -0.1% | 1,956 | $771K |
| Platform Technology Partners | 0.13% | No change | 1,940 | $764K |
| CFG Wealth Management Services, Inc. | 0.74% | No change | 2,424 | $761K |
| Palisade Asset Management, LLC | 0.07% | No change | 1,928 | $760K |
| Colonial Trust Co / SC | 0.10% | Reduce -0.9% | 1,927 | $759K |
| Benjamin Edwards Inc. | 0.01% | Reduce -0.2% | 1,923 | $758K |
| QRG Capital Management, Inc. | 0.01% | Add +11.6% | 1,921 | $757K |
| Premier Path Wealth Partners, LLC | 0.09% | Reduce -5.6% | 1,920 | $756K |
| United Advisor Group, LLC | 0.08% | Add +9.9% | 1,902 | $749K |
| Harel Insurance Investments & Financial Services Ltd. | 0.00% | New | 1,900 | $749K |
| NTV Asset Management LLC | 0.07% | No change | 1,878 | $740K |
| Bensler, LLC | 0.07% | Reduce -0.1% | 1,877 | $740K |
| Hoxton Planning & Management, LLC | 0.19% | Reduce -0.4% | 1,865 | $735K |
| Genesee Capital Advisors, LLC | 0.23% | No change | 1,840 | $725K |
| Verdence Capital Advisors LLC | 0.04% | No change | 1,816 | $715K |
| Prime Capital Investment Advisors, LLC | 0.01% | Reduce -2.2% | 1,814 | $715K |
| Dravo Bay LLC | 0.25% | Reduce -6.1% | 1,808 | $712K |
| Resonant Capital Advisors, LLC | 0.03% | No change | 1,800 | $709K |
| FSM Wealth Advisors, LLC | 0.08% | No change | 1,799 | $709K |
| Atlantic Union Bankshares Corp | 0.01% | No change | 1,793 | $706K |
| Strategies Wealth Advisors, LLC | 0.06% | Reduce -1.6% | 1,791 | $706K |
| Anderson Hoagland & Co. | 0.06% | No change | 1,790 | $705K |
| Fiducient Advisors LLC | 0.10% | Add +46.4% | 1,789 | $705K |
| Two Sigma Securities, LLC | 0.06% | Reduce -36.0% | 1,771 | $698K |
| McGuire Investment Group, LLC | 0.06% | Add +2.2% | 1,768 | $697K |
| Oak Barrel Wealth Advisory LLC | 0.31% | — | 1,762 | $694K |
| Accurate Wealth Management, LLC | 0.07% | New | 1,803 | $693K |
| Trifecta Capital Advisors, LLC | 0.09% | No change | 1,737 | $684K |
| Brand Asset Management Group, Inc. | 0.15% | No change | 1,727 | $680K |
| Seelaus Asset Management LLC | 0.48% | No change | 1,725 | $680K |
| Allen Investment Management, LLC | 0.01% | No change | 1,720 | $678K |
| St Germain D J Co. Inc. | 0.02% | No change | 1,714 | $675K |
| SOA Wealth Advisors, LLC. | 0.11% | Reduce -15.2% | 1,704 | $671K |
| IHT Wealth Management, LLC | 0.01% | Reduce -5.5% | 1,703 | $671K |
| Cascade Wealth Advisors, Inc | 0.27% | No change | 1,718 | $670K |
| Athena Investment Management | 0.40% | No change | 1,694 | $667K |
| Jupiter Wealth Management LLC | 0.27% | No change | 1,683 | $663K |
| Brady Martz Wealth Solutions, LLC | 0.10% | No change | 1,679 | $661K |
| Rosenblum Silverman Sutton S F Inc. | 0.16% | Reduce -1.8% | 1,675 | $660K |
| Castle Wealth Management LLC | 0.20% | No change | 1,672 | $659K |
| Northstar Financial Companies, Inc. | 0.44% | No change | 1,661 | $654K |
| Brown Brothers Harriman & Co. | 0.00% | Add +18.1% | 1,661 | $654K |
| Performance Wealth Partners, LLC | 0.02% | No change | 1,658 | $653K |
| Joel Isaacson & Co., LLC | 0.02% | Add +0.1% | 1,648 | $649K |
| Apella Capital, LLC | 0.01% | Add +2.6% | 1,667 | $643K |
| Investmark Advisory Group LLC | 0.24% | Add +1.0% | 1,631 | $643K |
| Bearing Point Capital, LLC | 0.09% | No change | 1,626 | $641K |
| Destination Wealth Management | 0.01% | Reduce -12.3% | 1,624 | $640K |
| KDK Private Wealth Management, LLC | 0.53% | Reduce -0.7% | 1,624 | $640K |
| Valmark Advisers, Inc. | 0.01% | Add +12.4% | 1,621 | $639K |
| Tassel Capital Management, Inc. | 0.30% | No change | 1,619 | $638K |
| Proactive Wealth Strategies LLC | 0.10% | No change | 1,612 | $635K |
| Fiera Capital Corp | 0.00% | Reduce -78.2% | 1,596 | $629K |
| Summa Corp. | 0.20% | Add +27.5% | 1,585 | $624K |
| Forum Financial Management, LP | 0.01% | Add +1.2% | 1,584 | $624K |
| UNIVEST FINANCIAL Corp | 0.03% | Reduce -1.6% | 1,581 | $623K |
| Chapin Davis, Inc. | 0.11% | No change | 1,578 | $622K |
| Montag A & Associates Inc. | 0.03% | No change | 1,562 | $615K |
| Diversified Portfolios, Inc. | 0.04% | No change | 1,543 | $608K |
| Rossby Financial, LCC | 0.11% | Add +306.4% | 1,516 | $597K |
| Cranbrook Wealth Management, LLC | 0.11% | Reduce -0.8% | 1,510 | $595K |
| Key Financial Inc | 0.10% | No change | 1,506 | $593K |
| Sage Capital Management, LLC | 0.23% | Add +0.1% | 1,494 | $590K |
| Private Trust Co. NA | 0.05% | No change | 1,497 | $590K |
| Diversify Advisory Services, LLC | 0.01% | New | 1,574 | $588K |
| Diversify Wealth Management, LLC | 0.01% | No change | 1,574 | $588K |
| True North Advisors, LLC | 0.06% | Reduce -23.7% | 1,491 | $587K |
| KLCM Advisors, Inc. | 0.05% | No change | 1,476 | $581K |
| LS Investment Advisors, LLC | 0.08% | No change | 1,475 | $581K |
| Willner & Heller, LLC | 0.36% | Add +0.1% | 1,459 | $575K |
| Capital Investment Advisory Services, LLC | 0.04% | Add +584.0% | 1,457 | $574K |
| Oakworth Capital, Inc. | 0.03% | No change | 1,453 | $572K |
| Callan Family Office, LLC | 0.01% | Add +10.0% | 1,452 | $572K |
| Summit Wealth Partners, LLC | 0.08% | No change | 1,446 | $570K |
| Oxford Financial Group, LTD. LLC | 0.03% | No change | 1,446 | $570K |
| Armstrong Advisory Group, Inc. | 0.03% | Add +5.1% | 1,438 | $567K |
| Avaii Wealth Management, LLC | 0.17% | Reduce -2.6% | 1,430 | $563K |
| Curtis Advisory Group, LLC | 0.11% | Reduce -7.1% | 1,423 | $561K |
| Rwa Wealth Partners, LLC | 0.01% | Reduce -1.5% | 1,413 | $557K |
| Shaker Investments LLC | 0.20% | Reduce -11.8% | 1,413 | $557K |
| Pier 88 Investment Partners LLC | 0.92% | No change | 1,400 | $552K |
| Maloon Powers Pitre Higgins & Dennehy, LLC | 0.19% | — | 1,397 | $550K |
| Eagle Bay Advisors LLC | 0.41% | No change | 1,388 | $547K |
| Empirical Asset Management, LLC | 0.12% | No change | 1,385 | $546K |
| Parkshore Wealth Management, Inc. | 0.16% | Reduce -18.1% | 1,380 | $544K |
| Nicolet Bankshares Inc. | 0.02% | No change | 1,372 | $541K |
| Pegasus Asset Management, Inc. | 0.15% | No change | 1,357 | $535K |
| Wilmington Savings Fund Society, FSB | 0.01% | Reduce -7.1% | 1,353 | $533K |
| Coastwise Capital Group, LLC | 0.31% | Reduce -8.9% | 1,345 | $530K |
| Citizens National Bank Trust Department | 0.08% | No change | 1,340 | $528K |
| Orgel Wealth Management, LLC | 0.01% | No change | 1,334 | $526K |
| Croban | 0.23% | Add +1.2% | 1,334 | $526K |
| Klingenstein Fields & Co. LP | 0.02% | No change | 1,331 | $524K |
| Quotient Wealth Partners, LLC | 0.01% | No change | 1,331 | $524K |
| Gutierrez Wealth Advisory, LLC | 0.30% | Add +0.1% | 1,330 | $524K |
| S&co Inc. | 0.03% | No change | 1,329 | $523K |
| BIP Wealth, LLC | 0.01% | New | 1,326 | $522K |
| Gallagher Fiduciary Advisors, LLC | 0.02% | Add +3.0% | 1,323 | $521K |
| Greenleaf Trust | 0.01% | Add +31.9% | 1,320 | $520K |
| KKM Financial LLC | 0.07% | Reduce -0.2% | 1,311 | $516K |
| Alpine Bank Wealth Management | 0.07% | No change | 1,310 | $516K |
| Russell Investments Group, Ltd. | 0.00% | Add +3.4% | 1,308 | $515K |
| Penobscot Investment Management Company, Inc. | 0.04% | No change | 1,307 | $515K |
| Cardiff Park Advisors, LLC | 0.04% | No change | 1,304 | $514K |
| William Allan Corp | 0.25% | Add +0.1% | 1,301 | $512K |
| Fiduciary Financial Group, LLC | 0.06% | Reduce -3.1% | 1,300 | $512K |
| Chicago Partners Investment Group LLC | 0.01% | No change | 1,369 | $512K |
| Kanawha Capital Management LLC | 0.03% | No change | 1,298 | $511K |
| TCP Asset Management, LLC | 0.06% | No change | 1,282 | $505K |
| Ascent Group, LLC | 0.02% | Add +6.7% | 1,282 | $505K |
| Klingman & Associates, LLC | 0.02% | No change | 1,280 | $504K |
| Nwam LLC | 0.03% | Add +43.5% | 1,279 | $504K |
| Invested Advisors | 0.45% | Add +0.9% | 1,278 | $503K |
| Trust Co. of Vermont | 0.02% | — | 1,273 | $502K |
| Summit Trail Advisors, LLC | 0.01% | Add +23.4% | 1,273 | $502K |
| HighPoint Advisor Group LLC | 0.02% | No change | 1,265 | $498K |
| Fayez Sarofim & Co | 0.00% | No change | 1,264 | $498K |
| Oder Investment Management, LLC | 0.33% | No change | 1,260 | $496K |
| Financial Guidance Group, Inc. | 0.19% | No change | 1,260 | $496K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -32.3% | 1,260 | $496K |
| Paladin Advisory Group, LLC | 0.33% | No change | 1,259 | $496K |
| Argentarii, LLC | 0.15% | Reduce -0.8% | 1,272 | $495K |
| Nelson Capital Management, LLC | 0.05% | No change | 1,250 | $492K |
| Pinnacle Wealth Planning Services, Inc. | 0.05% | Reduce -2.0% | 1,247 | $491K |
| Hanson & Doremus Investment Management | 0.05% | Add +265.5% | 1,239 | $488K |
| Roffman Miller Associates Inc. | 0.03% | Add +0.1% | 1,236 | $487K |
| First National Trust Co | 0.02% | Reduce -19.4% | 1,231 | $485K |
| Ferguson Wellman Capital Management, Inc. | 0.01% | No change | 1,229 | $484K |
| Wealth Architects, LLC | 0.04% | Add +68.9% | 1,226 | $483K |
| FourThought Financial Partners, LLC | 0.04% | Add +2.2% | 1,221 | $481K |
| Principal Securities, Inc. | 0.01% | Reduce -5.1% | 1,217 | $479K |
| Smith, Moore & Co. | 0.03% | Add +0.1% | 1,216 | $479K |
| Independence Bank of Kentucky | 0.05% | Add +3.4% | 1,215 | $479K |
| First Western Trust Bank | 0.02% | Add +0.8% | 1,205 | $475K |
| Castleark Management LLC | 0.01% | No change | 1,200 | $473K |
| Clare Market Investments LLC | 0.09% | Reduce -3.9% | 1,198 | $472K |
| Keystone Wealth Services, LLC | 0.09% | No change | 1,197 | $472K |
| Uptick Partners, LLC | 0.07% | Add +4.2% | 1,185 | $467K |
| BHK Investment Advisors, LLC | 0.14% | No change | 1,175 | $463K |
| American Trust | 0.04% | Reduce -16.4% | 1,172 | $462K |
| Allodium Investment Consultants, LLC | 0.20% | No change | 1,172 | $462K |
| Livet Wealth, LLC | 0.27% | Reduce -10.7% | 1,170 | $461K |
| Trivium Point Advisory, LLC | 0.04% | Add +0.8% | 1,164 | $459K |
| Bci Securities, Inc. | 3.95% | No change | 1,164 | $459K |
| Triad Wealth Partners, LLC | 0.03% | Reduce -10.0% | 1,202 | $455K |
| Selective Wealth Management, Inc. | 0.12% | No change | 1,202 | $453K |
| Smith Salley Wealth Management | 0.02% | Reduce -10.1% | 1,144 | $451K |
| Mosaic Family Wealth Partners, LLC | 0.03% | Reduce -1.0% | 1,136 | $448K |
| Smithbridge Asset Management Inc. | 0.06% | No change | 1,131 | $446K |
| Granite Harbor Advisors, Inc. | 0.18% | Reduce -14.3% | 1,126 | $444K |
| Patriot Investment Management Group, Inc. | 0.03% | No change | 1,125 | $443K |
| Cordatus Wealth Management LLC | 0.10% | Add +0.1% | 1,124 | $443K |
| R.H. Investment Group, LLC | 0.33% | No change | 1,123 | $442K |
| Csenge Advisory Group | 0.02% | Add +0.2% | 1,104 | $435K |
| Arbor Investment Advisors, LLC | 0.05% | Reduce -1.4% | 1,101 | $434K |
| Cahill Financial Advisors Inc. | 0.04% | Reduce -0.1% | 1,085 | $428K |
| Rialto Wealth Management, LLC | 0.08% | Reduce -3.1% | 1,076 | $424K |
| Flputnam Investment Management Co. | 0.01% | Add +35.9% | 1,260 | $424K |
| Fulton Breakefield Broenniman LLC | 0.02% | Reduce -0.4% | 1,072 | $422K |
| SCS Capital Management LLC | 0.00% | Reduce -13.1% | 1,071 | $422K |
| Kaizen Financial Strategies | 0.17% | No change | 1,075 | $420K |
| Mitchell McLeod Pugh & Williams Inc. | 0.05% | No change | 1,067 | $420K |
| SlateStone Wealth, LLC | 0.03% | No change | 1,066 | $420K |
| Mascagni Wealth Management, Inc. | 0.26% | Reduce -1.8% | 1,065 | $420K |
| Daymark Wealth Partners, LLC | 0.01% | Add +3.5% | 1,065 | $420K |
| Gilliland Jeter Wealth Management LLC | 0.11% | Reduce -10.4% | 1,060 | $418K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.05% | Add +0.1% | 1,059 | $417K |
| Bessemer Group Inc. | 0.00% | Add +3.8% | 1,058 | $417K |
| Epiq Partners, LLC | 0.18% | No change | 1,053 | $415K |
| Ethos Financial Group, LLC | 0.03% | Reduce -18.8% | 1,045 | $412K |
| Mairs & Power Inc. | 0.00% | New | 1,040 | $410K |
| Sapient Capital LLC | 0.01% | No change | 1,039 | $409K |
| 49 Wealth Management, LLC | 0.08% | New | 1,035 | $408K |
| Alongside, LLC | 0.08% | — | 1,035 | $408K |
| Madison Asset Management, LLC | 0.00% | No change | 1,032 | $407K |
| Florida Trust Wealth Management Co | 0.01% | Add +5.2% | 1,030 | $406K |
| Cordgrass Capital Advisors, LLC | 0.15% | No change | 1,026 | $404K |
| Falcon Wealth Planning | 0.03% | Reduce -0.7% | 1,025 | $404K |
| Avior Wealth Management, LLC | 0.01% | Reduce -0.5% | 1,020 | $402K |
| Baker Avenue Asset Management, LP | 0.01% | No change | 1,019 | $401K |
| Schnieders Capital Management, Llc. | 0.05% | New | 1,013 | $399K |
| Wedbush Securities Inc. | 0.01% | Reduce -10.5% | 1,010 | $398K |
| Bangor Savings Bank | 0.03% | Reduce -23.0% | 1,010 | $398K |
| Transcend Capital Advisors, LLC | 0.03% | Add +0.3% | 1,009 | $398K |
| Mezzasalma Advisors, LLC | 0.08% | No change | 1,008 | $397K |
| Embree Financial Group | 0.04% | Reduce -2.9% | 1,006 | $396K |
| Vaughan David Investments LLC | 0.01% | No change | 1,000 | $394K |
| Cladis Investment Advisory, LLC | 0.18% | No change | 1,000 | $394K |
| Westover Capital Advisors, LLC | 0.07% | No change | 1,000 | $394K |
| Laurel Wealth Advisors LLC | 0.04% | Reduce -1.5% | 998 | $393K |
| Heartwood Wealth Advisors LLC | 0.03% | Reduce -3.9% | 995 | $392K |
| Sunbeam Capital Management, LLC | 0.18% | Reduce -5.2% | 994 | $392K |
| BridgePort Financial Solutions, LLC | 0.10% | Reduce -4.3% | 993 | $391K |
| Monograph Wealth Advisors, LLC | 0.03% | No change | 993 | $391K |
| McLaughlin Asset Management, Inc. | 0.27% | Reduce -1.2% | 985 | $388K |
| Thompson Siegel & Walmsley LLC | 0.01% | No change | 979 | $386K |
| International Assets Investment Management, LLC | 0.02% | Reduce -0.8% | 985 | $385K |
| Wealthspan Partners, LLC | 0.12% | Add +5.8% | 977 | $385K |
| Moneco Advisors, LLC | 0.02% | Add +11.3% | 975 | $384K |
| Investment Advisory Group, LLC | 0.08% | Reduce -0.4% | 973 | $383K |
| Towerpoint Wealth, LLC | 0.13% | No change | 973 | $383K |
| Osbon Capital Management LLC | 0.30% | Reduce -1.8% | 970 | $382K |
| Linscomb Wealth, Inc. | 0.02% | No change | 969 | $382K |
| Central Valley Advisors, LLC | 0.10% | No change | 967 | $381K |
| Tulsa Wealth Advisors, INC | 0.05% | No change | 966 | $381K |
| Navigation Wealth Management, Inc. | 0.52% | Add +1.8% | 964 | $380K |
| Bank Ozk | 0.11% | Reduce -1.0% | 960 | $378K |
| Spinnaker Trust | 0.02% | Reduce -0.7% | 958 | $377K |
| Stonebridge Financial Group, LLC / MO | 0.25% | Add +0.1% | 956 | $376K |
| Mutual Advisors, LLC | 0.01% | Add +0.9% | 953 | $375K |
| Evercore Wealth Management, LLC | 0.01% | No change | 951 | $375K |
| HUB Investment Partners, LLC | 0.01% | New | 946 | $373K |
| Marco Investment Management LLC | 0.02% | No change | 945 | $372K |
| Aprio Wealth Management, LLC | 0.02% | Reduce -1.1% | 941 | $371K |
| Scotia Capital Inc. | 0.00% | No change | 936 | $369K |
| Elm Partners Management LLC | 0.01% | Reduce -25.5% | 928 | $366K |
| Gerber Kawasaki Wealth & Investment Management | 0.01% | Reduce -9.7% | 927 | $365K |
| Institute for Wealth Management, LLC. | 0.03% | No change | 911 | $359K |
| Capital Investment Advisors, LLC | 0.00% | Add +0.1% | 906 | $357K |
| Holland Advisory Services, Inc. | 0.39% | Reduce -10.2% | 905 | $356K |
| Baxter Bros Inc. | 0.04% | No change | 900 | $355K |
| Triumph Capital Management | 0.06% | Reduce -15.3% | 899 | $354K |
| Indivisible Partners | 0.02% | New | 896 | $353K |
| Ocean Park Asset Management, LLC | 0.02% | New | 895 | $353K |
| Exchange Traded Concepts, LLC | 0.00% | New | 895 | $353K |
| Nvest Financial, LLC | 0.11% | New | 891 | $351K |
| West Michigan Advisors, LLC | 0.07% | Reduce -4.1% | 890 | $351K |
| Greatmark Investment Partners, Inc. | 0.04% | No change | 890 | $351K |
| Berkshire Asset Management LLC | 0.01% | No change | 885 | $349K |
| Insigneo Advisory Services, LLC | 0.01% | No change | 884 | $348K |
| Sigma Investment Counselors Inc. | 0.02% | No change | 880 | $347K |
| Davis R M Inc. | 0.01% | Reduce -5.9% | 875 | $345K |
| Waddell & Associates, LLC | 0.02% | No change | 873 | $344K |
| Cornell Pochily Investment Advisors, Inc. | 0.09% | No change | 871 | $343K |
| WBH Advisory Inc. | 0.02% | No change | 871 | $343K |
| Radnor Capital Management, LLC | 0.05% | No change | 870 | $343K |
| Rossmore Private Capital | 0.03% | No change | 864 | $340K |
| Eight 31 Financial, LLC | 0.20% | Reduce -4.3% | 863 | $340K |
| Gryphon Financial Partners LLC | 0.03% | No change | 853 | $336K |
| Alexander Labrunerie & Co., Inc. | 0.12% | No change | 850 | $335K |
| Sunpointe, LLC | 0.10% | No change | 850 | $335K |
| CGN Advisors LLC | 0.02% | Add +3.2% | 850 | $335K |
| Florida Financial Advisors, LLC | 0.06% | Reduce -10.7% | 849 | $334K |
| TBH Global Asset Management, LLC | 0.06% | No change | 845 | $333K |
| Certuity, LLC | 0.02% | Reduce -10.5% | 841 | $331K |
| Greenspring Advisors, LLC | 0.02% | Reduce -1.1% | 838 | $330K |
| Diversified Enterprises, LLC | 0.02% | Reduce -0.4% | 833 | $328K |
| Polaris Investment Advisors, LLC | 0.21% | No change | 833 | $328K |
| E&G Advisors, LLC | 0.06% | No change | 832 | $328K |
| Rothschild Capital Partners, LLC | 0.07% | New | 831 | $327K |
| Kingswood Wealth Advisors, LLC | 0.01% | Reduce -9.1% | 831 | $327K |
| Roof Eidam Maycock Peralta, LLC | 0.06% | No change | 829 | $327K |
| Warner Financial, Inc. | 0.10% | Add +0.1% | 827 | $326K |
| Pure Financial Advisors, LLC | 0.00% | Reduce -7.6% | 826 | $325K |
| Cedar Mountain Advisors, LLC | 0.06% | Add +371.8% | 821 | $323K |
| Icon Wealth Advisors, LLC | 0.02% | Add +0.1% | 821 | $323K |
| William Howard & Co Financial Advisors Inc | 0.25% | No change | 814 | $321K |
| MassMutual Private Wealth & Trust, FSB | 0.01% | Reduce -9.9% | 810 | $319K |
| StoneX Group Inc. | 0.01% | No change | 808 | $318K |
| Argent Trust Co | 0.01% | Add +12.4% | 808 | $318K |
| Patten & Patten Inc. | 0.02% | No change | 805 | $317K |
| Birch Hill Investment Advisors LLC | 0.01% | No change | 800 | $315K |
| Hancock Whitney Corp. | 0.01% | No change | 800 | $315K |
| Breachway Investments LLC | 0.47% | No change | 799 | $315K |
| Stratos Investment Management, LLC | 0.01% | No change | 792 | $312K |
| Aviance Capital Partners, LLC | 0.03% | No change | 790 | $311K |
| Salus Financial Advisors, LLC | 0.15% | No change | 785 | $309K |
| HFG Advisors, Inc. | 0.19% | No change | 784 | $309K |
| Prelude Capital Management, LLC | 0.02% | Reduce -34.5% | 780 | $307K |
| Angeles Wealth Management, LLC | 0.01% | No change | 780 | $307K |
| Opal Wealth Advisors, LLC | 0.07% | Reduce -1.8% | 779 | $307K |
| Viawealth, LLC | 0.15% | No change | 778 | $307K |
| Trust Co of the South | 0.04% | No change | 775 | $305K |
| Beacon Financial Advisory LLC | 0.06% | New | 773 | $305K |
| Clearwater Capital Advisors, LLC | 0.02% | No change | 767 | $302K |
| L & S Advisors Inc | 0.03% | Reduce -14.6% | 766 | $302K |
| Intelligence Driven Advisers, LLC | 0.05% | Add +0.1% | 766 | $302K |
| Compass Ion Advisors, LLC | 0.03% | Add +0.8% | 766 | $302K |
| Sage Financial Group Inc. | 0.02% | No change | 763 | $301K |
| Sax Wealth Advisors, LLC | 0.01% | Add +3.4% | 957 | $300K |
| Xcelsior Advisor Partners LLC | 0.04% | Add +9.2% | 751 | $296K |
| Rothschild Investment LLC | 0.01% | No change | 751 | $296K |
| Global Wealth Strategies & Associates | 0.06% | No change | 744 | $293K |
| New England Professional Planning Group Inc. | 0.11% | No change | 743 | $293K |
| Cannell & Spears LLC | 0.01% | Reduce -17.6% | 742 | $292K |
| Nations Financial Group Inc, /Ia/ | 0.01% | Reduce -86.3% | 736 | $290K |
| Clearwave Capital, LLC | 0.16% | Add +0.1% | 728 | $287K |
| Legacy Advisors, LLC | 0.03% | No change | 727 | $286K |
| Ballentine Partners, LLC | 0.00% | No change | 723 | $285K |
| Western Wealth Management, LLC | 0.01% | Reduce -6.5% | 716 | $282K |
| Smithfield Trust Co | 0.01% | No change | 721 | $282K |
| Topel & Distasi Wealth Management, LLC | 0.14% | Add +0.1% | 714 | $281K |
| Asempa Wealth Advisors | 0.21% | Add +0.1% | 711 | $280K |
| Soltis Investment Advisors LLC | 0.02% | No change | 703 | $277K |
| Advocate Investing Services LLC | 0.21% | No change | 700 | $276K |
| Mayport, LLC | 0.04% | No change | 700 | $276K |
| First Merchants Corp. | 0.01% | No change | 700 | $276K |
| Clear Retirement Advice LLC | 0.19% | Reduce -1.1% | 699 | $275K |
| JP Wealth Management, Inc. | 0.17% | No change | 697 | $275K |
| Adirondack Trust Co. | 0.08% | Reduce -6.1% | 697 | $275K |
| Cornerstone Planning Group LLC | 0.03% | No change | 730 | $275K |
| Lake Street Private Wealth, LLC | 0.03% | No change | 694 | $273K |
| Accelerate Investment Advisors LLC | 0.16% | Add +0.1% | 694 | $273K |
| Everhart Financial Group, Inc. | 0.02% | No change | 693 | $273K |
| Synergy Asset Management, LLC | 0.03% | Add +0.6% | 689 | $271K |
| First Nebraska Trust Co | 0.02% | No change | 688 | $271K |
| Evermay Wealth Management LLC | 0.03% | No change | 687 | $271K |
| Harbour Capital Advisors, LLC | 0.05% | No change | 703 | $270K |
| Cary Street Partners Financial LLC | 0.01% | Reduce -13.2% | 684 | $269K |
| Spire Wealth Management | 0.01% | Reduce -72.8% | 681 | $268K |
| BLB&B Advisors, LLC | 0.01% | New | 681 | $268K |
| Center for Financial Planning, Inc. | 0.02% | No change | 675 | $266K |
| Dynamic Financial Group | 0.20% | No change | 672 | $265K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Reduce -61.7% | 677 | $264K |
| Galvin, Gaustad & Stein, LLC | 0.02% | No change | 669 | $264K |
| Aaron Wealth Advisors LLC | 0.01% | No change | 667 | $263K |
| Retirement Planning Group, LLC | 0.01% | New | 665 | $262K |
| Tyche Wealth Partners LLC | 0.04% | New | 664 | $262K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.00% | No change | 663 | $261K |
| Schneider Downs Wealth Management Advisors, LP | 0.02% | No change | 654 | $258K |
| Essex Financial Services, Inc. | 0.01% | New | 653 | $257K |
| Davis Investment Partners, LLC | 0.08% | No change | 650 | $256K |
| Lowe Brockenbrough & Co. Inc. | 0.01% | No change | 648 | $255K |
| Fortis Capital Advisors, LLC | 0.03% | Reduce -0.6% | 646 | $254K |
| Belpointe Asset Management LLC | 0.01% | Reduce -0.6% | 646 | $254K |
| Associated Banc-Corp | 0.01% | New | 642 | $253K |
| Sovran Advisors, LLC | 0.02% | Reduce -0.6% | 670 | $249K |
| Trail Ridge Investment Advisors, LLC | 0.10% | New | 630 | $248K |
| Mindset Wealth Management, LLC | 0.05% | New | 627 | $247K |
| Plancorp, LLC | 0.01% | Reduce -3.8% | 651 | $247K |
| LaSalle St. Investment Advisors, LLC | 0.03% | New | 621 | $245K |
| Ellis Investment Partners, LLC | 0.04% | New | 620 | $245K |
| Safeguard Investment Advisory Group, LLC | 0.06% | New | 617 | $243K |
| SeaCrest Wealth Management, LLC | 0.03% | New | 617 | $243K |
| Financial Perspectives, Inc | 0.06% | Add +0.2% | 616 | $243K |
| Oarsman Capital, Inc. | 0.03% | Reduce -10.7% | 615 | $242K |
| Thoroughbred Financial Services, LLC | 0.01% | New | 615 | $242K |
| 626 Financial, LLC | 0.09% | New | 614 | $242K |
| Presidio Capital Management, LLC | 0.06% | New | 612 | $241K |
| Prosperity Consulting Group, LLC | 0.01% | New | 607 | $239K |
| Capital Analysts, LLC | 0.01% | Add +0.2% | 606 | $239K |
| Legend Capital Advisors LLC | 0.13% | No change | 606 | $239K |
| Balefire, LLC | 0.04% | New | 606 | $239K |
| Essex Bank | 0.05% | New | 604 | $238K |
| ARS Wealth Advisors Group, LLC | 0.02% | New | 598 | $236K |
| Plante Moran Financial Advisors, LLC | 0.01% | No change | 597 | $235K |
| Strategic Blueprint, LLC | 0.01% | New | 591 | $233K |
| Clientfirst Wealth Management, LLC | 0.19% | New | 591 | $233K |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 0.07% | No change | 617 | $232K |
| Lee, Kelleher & Klein Wealth Management | 0.12% | New | 589 | $232K |
| NorthStar Asset Management LLC | 0.05% | New | 583 | $230K |
| Sterling Investment Counsel, LLC | 0.05% | New | 581 | $229K |
| Philadelphia Trust Co. | 0.01% | New | 580 | $228K |
| River Wealth Advisors LLC | 0.02% | New | 577 | $227K |
| Financial Life Planners | 0.15% | Add +0.2% | 576 | $227K |
| Zhang Financial LLC | 0.01% | New | 572 | $225K |
| Black Diamond Financial, LLC | 0.02% | New | 571 | $225K |
| BankPlus Trust Department | 0.05% | No change | 570 | $225K |
| Romano Brothers and Company | 0.02% | New | 566 | $223K |
| CWC Advisors, LLC. | 0.10% | New | 564 | $222K |
| Obermeyer Wealth Partners | 0.01% | Reduce -12.2% | 563 | $222K |
| Family Investment Center, Inc. | 0.04% | New | 559 | $220K |
| MidAtlantic Capital Management, Inc. | 0.14% | New | 557 | $219K |
| Magnus Financial Group LLC | 0.02% | Reduce -47.4% | 555 | $218K |
| Capstone Wealth Management, Inc. | 0.16% | New | 553 | $218K |
| 17 Capital Partners, LLC | 0.10% | New | 550 | $217K |
| Wealth Dimensions Group, Ltd. | 0.04% | New | 550 | $217K |
| Saxon Interests, Inc. | 0.06% | New | 549 | $216K |
| Auxano Advisors, LLC | 0.04% | New | 547 | $215K |
| Anchor Capital Advisors LLC | 0.01% | New | 544 | $214K |
| Flagship Private Wealth, LLC | 0.08% | New | 543 | $214K |
| Maridea Wealth Management LLC | 0.02% | New | 543 | $214K |
| Leigh Baldwin & Co., LLC | 0.11% | New | 540 | $213K |
| Tanager Wealth Management LLP | 0.02% | New | 540 | $213K |
| Annex Advisory Services, LLC | 0.00% | New | 538 | $212K |
| PFG Investments, LLC | 0.01% | New | 538 | $212K |
| Traynor Capital Management, Inc. | 0.01% | New | 537 | $212K |
| Elevation Wealth Partners, LLC | 0.06% | No change | 536 | $211K |
| Cascade Financial Partners, LLC | 0.02% | New | 533 | $210K |
| Avise Financial Cooperative, Inc. | 0.15% | New | 530 | $209K |
| Beverly Hills Private Wealth, LLC | 0.04% | New | 530 | $209K |
| Advyzon Investment Management, LLC | 0.02% | New | 527 | $208K |
| Rik Saylor Financial, Inc. | 0.14% | New | 525 | $207K |
| Stokes Family Office, LLC | 0.02% | New | 525 | $207K |
| Stratos Wealth Advisors, LLC | 0.01% | New | 524 | $207K |
| Sanchez Gaunt Capital Management, LLC | 0.12% | New | 523 | $206K |
| 1492 Capital Management LLC | 0.06% | New | 523 | $206K |
| O'Connor Financial Group LLC | 0.07% | New | 521 | $205K |
| PVG Asset Management Corp. | 0.12% | No change | 520 | $205K |
| Manchester Capital Management LLC | 0.03% | Reduce -13.5% | 518 | $204K |
| Signal Advisors Wealth, LLC | 0.01% | New | 517 | $204K |
| Atticus Wealth Management, LLC | 0.05% | New | 516 | $203K |
| MainStreet Investment Advisors LLC | 0.03% | New | 515 | $203K |
| Keel Point, LLC | 0.01% | New | 514 | $202K |
| Advance Capital Management, Inc. | 0.01% | New | 514 | $202K |
| Rockwood Wealth Management, LLC | 0.01% | New | 513 | $202K |
| TCI Wealth Advisors, Inc. | 0.01% | New | 513 | $202K |
| Wrapmanager Inc. | 0.06% | New | 513 | $202K |
| Bridge City Capital, LLC | 0.05% | New | 513 | $202K |
| Red Door Wealth Management, LLC | 0.02% | New | 511 | $201K |
| Procyon Advisors, LLC | 0.01% | New | 510 | $201K |
| EFG International AG | 0.00% | No change | 509 | $201K |
| MRA Advisory Group | 0.07% | New | 508 | $200K |
| First United Bank & Trust | 0.06% | Reduce -1.0% | 505 | $199K |
| Miller Global Investments, LLC | 0.16% | No change | 500 | $197K |
| New Age Alpha Advisors, LLC | 0.01% | Add +111.9% | 500 | $197K |
| Capital Advisors, Ltd. LLC | 0.02% | No change | 498 | $196K |
| Armor Investment Advisors, LLC | 0.06% | Reduce -6.6% | 484 | $191K |
| Motco | 0.02% | No change | 475 | $187K |
| Milestone Investment Advisors LLC | 0.04% | No change | 457 | $180K |
| Rice Partnership, LLC | 0.02% | No change | 456 | $180K |
| Union Savings Bank | 0.07% | No change | 451 | $178K |
| Lazard Asset Management LLC | 0.00% | No change | 450 | $177K |
| Phillips Financial Management, LLC | 0.01% | No change | 430 | $169K |
| Peachtree Investment Partners, LLC | 0.05% | No change | 428 | $169K |
| Grove Bank & Trust | 0.02% | No change | 427 | $168K |
| Ancora Advisors LLC | 0.00% | No change | 426 | $168K |
| Webster Bank, N. A. | 0.01% | Reduce -0.5% | 425 | $167K |
| Arcadia Investment Advisors LLC | 0.07% | No change | 419 | $165K |
| BOK Financial Private Wealth, Inc. | 0.01% | No change | 416 | $164K |
| IFG Advisory, LLC | 0.01% | New | 416 | $164K |
| Addison Advisors LLC | 0.07% | Reduce -44.2% | 401 | $158K |
| CENTRAL TRUST Co | 0.00% | Add +40.5% | 392 | $154K |
| United Community Bank | 0.05% | No change | 387 | $152K |
| NBH Bank | 0.06% | — | 385 | $152K |
| Tidemark, LLC | 0.03% | Add +3.2% | 384 | $151K |
| AlphaCore Capital LLC | 0.00% | Reduce -44.4% | 355 | $140K |
| Tsfg, LLC | 0.02% | Add +10.8% | 350 | $138K |
| Trust Co | 0.01% | No change | 344 | $136K |
| Mb, Levis & Associates, LLC | 0.05% | No change | 326 | $128K |
| National Bank of Canada | 0.00% | Reduce -21.3% | 325 | $128K |
| Farmers & Merchants Trust Co of Chambersburg PA | 0.03% | No change | 325 | $128K |
| Signaturefd, LLC | 0.00% | Reduce -2.7% | 321 | $126K |
| SYM FINANCIAL Corp | 0.01% | No change | 318 | $125K |
| Elevated Capital Advisors, LLC | 0.03% | Reduce -24.2% | 313 | $123K |
| Dunhill Financial, LLC | 0.03% | Add +135.3% | 313 | $123K |
| Continuum Advisory, LLC | 0.01% | New | 310 | $122K |
| Murphy & Mullick Capital Management Corp | 0.07% | No change | 303 | $119K |
| Trust Co. of Toledo NA | 0.01% | No change | 301 | $119K |
| SouthState Bank Corp | 0.00% | Reduce -5.7% | 300 | $118K |
| Atlas Capital Advisors Inc. | 0.01% | Add +25.9% | 277 | $109K |
| Concord Investment Counsel Inc. | 0.03% | New | 394 | $105K |
| SHP Wealth Management | 0.01% | Add +40.0% | 266 | $105K |
| CNB Bank | 0.04% | Reduce -1.5% | 264 | $104K |
| Coston, McIsaac & Partners | 0.02% | No change | 259 | $102K |
| Transamerica Financial Advisors, LLC | 0.01% | Add +30.9% | 254 | $100K |
| Winthrop Capital Management, LLC | 0.02% | No change | 255 | $100K |
| Sage Mountain Advisors LLC | 0.01% | No change | 253 | $100K |
| J.Safra Asset Management Corp | 0.00% | No change | 250 | $98K |
| HHM Wealth Advisors, LLC | 0.01% | Add +58.0% | 237 | $93K |
| Vanguard Advisers Inc. | 0.00% | Reduce -0.8% | 235 | $93K |
| West Paces Advisors Inc. | 0.01% | No change | 216 | $85K |
| Glen Eagle Advisors, LLC | 0.01% | No change | 212 | $84K |
| City State Bank | 0.02% | No change | 207 | $82K |
| General Partner, Inc. | 0.04% | No change | 200 | $79K |
| Realta Investment Advisors | 0.02% | No change | 200 | $79K |
| MCF Advisors LLC | 0.00% | Add +45.3% | 199 | $78K |
| Key Capital Management, INC | 0.04% | No change | 198 | $78K |
| GAMMA Investing LLC | 0.00% | No change | 188 | $74K |
| CX Institutional | 0.00% | No change | 185 | $73K |
| Archer Investment Corp | 0.01% | No change | 184 | $72K |
| Horizon Bancorp Inc. | 0.03% | No change | 182 | $72K |
| Dorato Capital Management | 0.05% | No change | 184 | $71K |
| Investment Counsel Co. of Nevada | 0.13% | No change | 178 | $70K |
| SRH Advisors, LLC | 0.02% | No change | 169 | $67K |
| Seneschal Advisors, LLC | 0.05% | Reduce -8.7% | 167 | $66K |
| IMA Advisory Services, Inc. | 0.00% | New | 161 | $63K |
| Integrity Financial Corp | 0.03% | No change | 157 | $62K |
| Gleason Group, Inc. | 0.01% | No change | 156 | $62K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 155 | $61K |
| Parvin Asset Management, LLC | 0.05% | No change | 150 | $59K |
| Tucker Asset Management LLC | 0.01% | No change | 150 | $59K |
| Syntax Research, Inc. | 0.04% | No change | 146 | $58K |
| Signature Equity Partners, LLC | 0.03% | Reduce -29.1% | 146 | $57K |
| North Star Investment Management Corp. | 0.00% | No change | 140 | $55K |
| CoreCap Advisors, LLC | 0.00% | Add +16.0% | 138 | $54K |
| Hurley Capital, LLC | 0.03% | No change | 135 | $53K |
| Perkins Coie Trust Co | 0.01% | No change | 132 | $52K |
| Asset Dedication, LLC | 0.00% | Reduce -64.5% | 127 | $50K |
| Quarry LP | 0.01% | Reduce -50.0% | 120 | $47K |
| Retirement Wealth Solutions LLC | 0.03% | No change | 115 | $45K |
| Harbor Asset Planning, Inc. | 0.03% | No change | 113 | $45K |
| Arlington Trust Co LLC | 0.00% | New | 112 | $44K |
| ESL Trust Services, LLC | 0.01% | No change | 111 | $44K |
| Frazier Financial Advisors, LLC | 0.02% | No change | 110 | $43K |
| Johnson Financial Group, Inc. | 0.00% | No change | 106 | $42K |
| HighMark Wealth Management LLC | 0.01% | No change | 101 | $40K |
| Coastline Trust Co | 0.00% | New | 101 | $40K |
| Pinnacle Bancorp, Inc. | 0.01% | No change | 100 | $39K |
| Caitlin John, LLC | 0.02% | No change | 98 | $39K |
| First Command Advisory Services, Inc. | 0.00% | Reduce -35.4% | 95 | $37K |
| TD Capital Management LLC | 0.00% | No change | 93 | $37K |
| EPG Wealth Management LLC | 0.01% | No change | 93 | $37K |
| Pflug Koory, LLC | 0.01% | No change | 90 | $35K |
| Bear Mountain Capital, Inc. | 0.01% | No change | 91 | $35K |
| Clearstead Trust, LLC | 0.00% | No change | 88 | $35K |
| Creative Financial Designs Inc. | 0.00% | No change | 86 | $34K |
| Insight Inv LLC | 0.02% | No change | 82 | $32K |
| PFS Partners, LLC | 0.01% | No change | 81 | $32K |
| Strive Financial Group ,LLC | 0.01% | No change | 79 | $31K |
| LifeSteps Financial, Inc. | 0.01% | New | 76 | $30K |
| Abound Wealth Management | 0.01% | No change | 75 | $30K |
| Nalls Sherbakoff Group, LLC | 0.02% | No change | 75 | $30K |
| Ameriflex Group, Inc. | 0.01% | Add +111.4% | 74 | $29K |
| Gill Capital Partners, LLC | 0.01% | No change | 71 | $28K |
| Provenance Wealth Advisors, LLC | 0.00% | No change | 66 | $26K |
| Quest 10 Wealth Builders, Inc. | 0.02% | No change | 66 | $26K |
| Bernard Wealth Management Corp. | 0.01% | No change | 65 | $26K |
| WPG Advisers, LLC | 0.02% | No change | 65 | $26K |
| Centennial Bank | 0.01% | No change | 59 | $23K |
| Steigerwald, Gordon & Koch Inc. | 0.00% | No change | 59 | $23K |
| Cape Investment Advisory, Inc. | 0.01% | New | 53 | $21K |
| Gen-Wealth Partners Inc | 0.01% | No change | 51 | $20K |
| JNBA Financial Advisors | 0.00% | No change | 50 | $20K |
| Signature Resources Capital Management, LLC | 0.01% | No change | 50 | $20K |
| Purpose Unlimited Inc. | 0.00% | No change | 50 | $20K |
| NORTHSTAR ASSET MANAGEMENT Co | 0.00% | New | 50 | $19K |
| Salomon & Ludwin, LLC | 0.00% | No change | 46 | $18K |
| one8zero8, LLC | 0.00% | No change | 45 | $18K |
| Richardson Financial Services Inc. | 0.01% | No change | 44 | $17K |
| GW&K Investment Management, LLC | 0.00% | Add +5.0% | 42 | $17K |
| Wolff Wiese Magana LLC | 0.01% | No change | 43 | $17K |
| Fiduciary Financial Advisors | 0.00% | New | 43 | $17K |
| Bogart Wealth, LLC | 0.00% | No change | 43 | $17K |
| Financial Gravity Companies, Inc. | 0.00% | — | 41 | $16K |
| Keating Financial Advisory Services, Inc. | 0.00% | No change | 41 | $16K |
| Avion Wealth | 0.00% | No change | 42 | $16K |
| Atlantic Edge Private Wealth Management, LLC | 0.00% | No change | 39 | $15K |
| Strategic Wealth Advisors LLC | 0.01% | No change | 47 | $15K |
| Longview Financial Advisors LLC | 0.01% | No change | 38 | $15K |
| Salem Investment Counselors Inc. | 0.00% | No change | 37 | $15K |
| Hoese & Co LLP | 0.01% | New | 37 | $15K |
| LRI Investments, LLC | 0.00% | No change | 34 | $13K |
| SIMA Wealth Partners, LLC | 0.01% | No change | 33 | $13K |
| Caldwell Sutter Capital, Inc. | 0.00% | No change | 33 | $13K |
| Glassman Wealth Services | 0.00% | No change | 33 | $13K |
| Bullock Wealth Management Group | 0.01% | No change | 33 | $13K |
| Concord Wealth Partners | 0.00% | New | 32 | $13K |
| WealthShield Partners, LLC | 0.00% | Reduce -93.5% | 32 | $13K |
| MPWM Advisory Solutions, LLC | 0.01% | No change | 30 | $12K |
| Evolution Wealth Management Inc. | 0.01% | No change | 29 | $11K |
| KERR FINANCIAL PLANNING Corp | 0.01% | No change | 27 | $10K |
| Twin Lakes Capital Management, LLC | 0.00% | No change | 26 | $10K |
| Delos Wealth Advisors, LLC | 0.01% | No change | 26 | $10K |
| Essential Investment Partners LLC | 0.01% | No change | 25 | $10K |
| Richardson Capital Management LLC | 0.00% | No change | 25 | $10K |
| Marquette Asset Management, LLC | 0.00% | No change | 25 | $10K |
| Allied Private Wealth LLC | 0.01% | — | 25 | $10K |
| Ares Financial Consulting, LLC | 0.01% | New | 23 | $9K |
| Aventura Private Wealth, LLC | 0.00% | No change | 22 | $9K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | No change | 21 | $8K |
| Compass Financial Management LLC | 0.00% | — | 21 | $8K |
| RMG Wealth Management LLC | 0.00% | New | 21 | $8K |
| Breakwater Investment Management | 0.00% | No change | 20 | $8K |
| Cherry Tree Wealth Management, LLC | 0.00% | No change | 20 | $8K |
| Commonwealth Retirement Investments LLC | 0.00% | New | 20 | $8K |
| Biltmore Family Office, LLC | 0.00% | No change | 20 | $8K |
| Turtle Creek Wealth Advisors, LLC | 0.00% | No change | 20 | $8K |
| Godfrey Financial Associates, Inc. | 0.01% | No change | 19 | $7K |
| Clean Yield Group | 0.00% | New | 17 | $7K |
| Mascoma Wealth Management LLC | 0.00% | No change | 16 | $6K |
| CVA Family Office, LLC | 0.00% | No change | 15 | $6K |
| Founders Financial Alliance, LLC | 0.00% | No change | 14 | $6K |
| Medallion Wealth Advisors, LLC | 0.00% | No change | 14 | $6K |
| Tounjian Advisory Partners, LLC | 0.00% | New | 13 | $5K |
| Vermillion Wealth Management, Inc. | 0.00% | No change | 13 | $5K |
| Go Invest LLC | 0.00% | No change | 12 | $5K |
| Broadwater Capital Management LLC | 0.00% | No change | 11 | $4K |
| NFSG Corp | 0.00% | Add +25.0% | 10 | $4K |
| New Republic Capital, LLC | 0.00% | No change | 10 | $4K |
| Game Plan Financial Advisors, LLC | 0.00% | No change | 10 | $4K |
| PlanVest Financial, Inc | 0.00% | No change | 9 | $4K |
| Alerus Financial NA | 0.00% | No change | 9 | $4K |
| Halbert Hargrove Global Advisors, LLC | 0.00% | No change | 8 | $3K |
| N.E.W. Advisory Services LLC | 0.00% | No change | 8 | $3K |
| TFC Financial Management, Inc. | 0.00% | New | 7 | $3K |
| Howe & Rusling Inc. | 0.00% | New | 6 | $2K |
| Synergy Investment Management, LLC | 0.00% | New | 6 | $2K |
| Operose Advisors LLC | 0.00% | Reduce -98.4% | 5 | $2K |
| Millstone Evans Group, LLC | 0.00% | No change | 4 | $2K |
| McDonald Partners LLC | 0.00% | New | 4 | $2K |
| Toth Financial Advisory Corp. | 0.00% | Reduce -97.1% | 3 | $1K |
| GGM Financial LLC | 0.00% | Reduce -83.3% | 2 | $808 |
| Maryland Capital Advisors Inc. | 0.00% | — | 2 | $788 |
| Napier Financial, LLC | 0.00% | New | 2 | $788 |
| Prestige Wealth Management Group LLC | 0.00% | No change | 2 | $788 |
| Chilton Capital Management LLC | 0.00% | Reduce -75.0% | 2 | $788 |
| Ascentis Independent Advisors | 0.00% | Reduce -98.0% | 2 | $787 |
| Downshift Financial, LLC | 0.00% | New | 1 | $394 |
| Morton Brown Family Wealth, LLC | 0.00% | No change | 1 | $394 |
| Anchor Bay Capital, Inc. | 0.00% | — | 1 | $389 |
"% of holder's portfolio" is IWO's weight in each manager's 13F, not the share of iShares Russell 2000 Growth the manager owns.