iShares Russell Mid-Cap GrowIWPETF
13F holders, Q1 2024 (March 31)1,039holders
3famous investors
$114.09avg. 13F price*
At the end of Q1 2024, 1,039 institutions reported holding iShares Russell Mid-Cap Grow (IWP) in their 13F filings. The largest holders were Morgan Stanley ($1.3B), Tiaa Trust, National Association ($1.2B) and Bank of America Corp. ($669.3M). 3 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), Israel Englander (0.0% of Millennium Management's portfolio) and Ken Fisher (0.0% of Fisher Asset Management's portfolio).
- Company
- iShares Russell Mid-Cap Grow
- CUSIP
- 464287481
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 80 | $56.8M |
| Exits | 57 | $129.4M |
Ownership 1,039 holders
| Morgan Stanley | 0.10% | Add +0.8% | 11,023,819 | $1.3B |
| Tiaa Trust, National Association | 3.67% | Reduce -4.8% | 10,498,236 | $1.2B |
| Bank of America Corp. | 0.07% | Reduce -11.0% | 5,863,540 | $669.3M |
| Wells Fargo & Company | 0.16% | Reduce -5.6% | 5,319,457 | $607.2M |
| Jones Financial Companies LLLP | 0.62% | Add +2.3% | 4,010,048 | $457.7M |
| Commonwealth Equity Services, LLC | 0.55% | Add +0.8% | 2,893,717 | $330.3M |
| PNC Financial Services Group, Inc. | 0.22% | Add +0.5% | 2,824,959 | $322.4M |
| Ameriprise Financial Inc. | 0.07% | Reduce -5.5% | 2,332,162 | $266.5M |
| UBS Group AG | 0.09% | Reduce -2.1% | 2,298,294 | $262.3M |
| Envestnet Asset Management Inc. | 0.09% | Reduce -1.1% | 2,186,366 | $249.6M |
| Cassaday & Co Wealth Management LLC | 7.63% | Add +1.0% | 2,054,900 | $234.5M |
| Commerce Bank | 1.47% | Reduce -5.9% | 1,950,338 | $222.6M |
| LPL Financial LLC | 0.10% | Add +2.6% | 1,682,336 | $192.0M |
| US Bancorp \de | 0.24% | Add +0.4% | 1,534,216 | $175.1M |
| Envestnet Portfolio Solutions, Inc. | 0.65% | Add +20.4% | 1,510,631 | $172.4M |
| First Citizens Bank & Trust Co. | 3.08% | Add +18.4% | 1,406,752 | $160.6M |
| FMR LLC | 0.01% | Reduce -4.1% | 1,211,468 | $138.3M |
| Goldman Sachs Group Inc. | 0.03% | Add +10.4% | 1,052,479 | $120.1M |
| GLOBALT Investments LLC / GA | 4.12% | Reduce -1.6% | 905,787 | $103.4M |
| Truist Financial Corp. | 0.15% | Reduce -5.4% | 861,844 | $98.4M |
| JPMorgan Chase & Co. | 0.01% | Reduce -7.7% | 861,311 | $98.3M |
| Northwestern Mutual Wealth Management Co. | 0.10% | Add +18.0% | 816,703 | $93.2M |
| Zions Bancorporation, N.A. | 6.62% | Reduce -6.4% | 787,312 | $89.9M |
| Osaic Holdings, Inc. | 0.20% | Reduce -32.8% | 771,288 | $88.0M |
| Cullen/Frost Bankers, Inc. | 1.25% | Add +10.5% | 736,931 | $84.1M |
| CIBC Private Wealth Group LLC | 0.16% | Reduce -6.8% | 701,477 | $79.6M |
| Royal Bank of Canada | 0.02% | Reduce -21.8% | 674,144 | $76.9M |
| American Family Insurance Mutual Holding Co | 6.49% | Reduce -12.4% | 661,459 | $75.5M |
| Raymond James Financial Services Advisors, Inc. | 0.11% | Reduce -0.6% | 650,939 | $74.3M |
| Equitable Holdings, Inc. | 0.80% | Add +5.0% | 618,503 | $70.6M |
| Mariner, LLC | 0.12% | Add +4.4% | 511,040 | $58.3M |
| Stephens Inc. | 0.88% | Add +32.5% | 498,467 | $56.9M |
| Summit Rock Advisors, LP | 18.20% | Add +6.4% | 497,158 | $56.7M |
| BNP Paribas Financial Markets | 0.07% | Add +1833974.1% | 495,200 | $56.5M |
| Stephens Group Asset Management, LLC | 4.75% | Add +0.5% | 455,737 | $52.0M |
| Rodgers & Associates, LTD | 6.43% | Reduce -5.7% | 438,948 | $50.1M |
| Barclays PLC | 0.02% | Reduce -15.0% | 434,160 | $49.6M |
| Johnson Investment Counsel Inc. | 0.53% | Reduce -1.6% | 427,203 | $48.8M |
| Cetera Investment Advisers | 0.11% | Add +442.4% | 391,146 | $44.6M |
| Focus Partners Wealth | 0.35% | Add +1651.8% | 382,184 | $43.6M |
| Creative Planning | 0.05% | Reduce -0.5% | 373,613 | $42.6M |
| Angeles Investment Advisors, LLC | 2.15% | Add +52.8% | 354,500 | $40.5M |
| M&T Bank Corp | 0.14% | Reduce -2.6% | 350,588 | $40.0M |
| Raymond James & Associates | 0.03% | Reduce -5.7% | 330,649 | $37.7M |
| AMG National Trust Bank | 1.05% | Reduce -2.8% | 314,052 | $35.8M |
| RTD Financial Advisors, Inc. | 4.54% | Add +4.0% | 295,725 | $33.8M |
| Hantz Financial Services, Inc. | 0.64% | Reduce -3.8% | 287,564 | $32.8M |
| Avantax Planning Partners, Inc. | 1.01% | Add +0.0% | 272,410 | $31.1M |
| Cedar Mountain Advisors, LLC | 7.76% | Reduce -0.1% | 270,410 | $30.9M |
| Comerica Bank | 0.13% | Reduce -1.0% | 269,118 | $30.7M |
| One Capital Management, LLC | 1.10% | Add +0.4% | 266,511 | $30.4M |
| Krilogy Financial LLC | 2.28% | Reduce -2.1% | 260,622 | $29.7M |
| Orion Porfolio Solutions, LLC | 0.32% | Reduce -15.3% | 260,086 | $29.7M |
| Orion Portfolio Solutions, LLC | 0.32% | Reduce -15.3% | 260,086 | $29.7M |
| Truepoint, Inc. | 0.81% | Reduce -2.9% | 250,871 | $28.6M |
| NSI Retail Advisors, LLC | 4.27% | No change | 249,000 | $28.4M |
| CSM Advisors, LLC | 1.87% | No change | 249,000 | $28.4M |
| HighTower Advisors, LLC | 0.05% | Reduce -11.5% | 245,570 | $28.0M |
| Accredited Investors Inc. | 1.75% | Reduce -2.4% | 238,369 | $27.2M |
| Fifth Third Bancorp | 0.10% | Reduce -1.5% | 227,689 | $26.0M |
| Badgley Phelps Wealth Managers, LLC | 0.64% | Add +1.1% | 224,519 | $25.6M |
| Prudential Financial Inc. | 0.03% | Add +40.1% | 212,073 | $24.2M |
| Arax Advisory Partners | 2.44% | Add +2.2% | 202,538 | $23.1M |
| BlackRock Inc. | 0.00% | Reduce -0.1% | 196,246 | $22.4M |
| Keybank National Association | 0.09% | Reduce -7.7% | 193,729 | $22.1M |
| HSBC Holdings PLC | 0.02% | Add +0.8% | 191,720 | $21.9M |
| AE Wealth Management LLC | 0.25% | Reduce -56.5% | 190,468 | $21.7M |
| Baird Financial Group, Inc. | 0.05% | Reduce -13.5% | 189,778 | $21.7M |
| Falcon Wealth Planning | 3.40% | Reduce -12.2% | 187,837 | $21.4M |
| Moneta Group Investment Advisors LLC | 0.35% | Add +46.0% | 187,239 | $21.4M |
| Forvis Mazars Wealth Advisors, LLC | 0.54% | Reduce -8.8% | 185,023 | $21.1M |
| Rockefeller Capital Management L.P. | 0.06% | Add +11.3% | 181,131 | $20.7M |
| Integrated Investment Consultants, LLC | 5.57% | Reduce -2.1% | 177,257 | $20.2M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.07% | No change | 177,000 | $20.2M |
| Northern Trust Corp. | 0.00% | Add +12.8% | 172,944 | $19.7M |
| Steward Partners Investment Advisory, LLC | 0.21% | Reduce -9.3% | 169,858 | $19.4M |
| Cambridge Investment Research Advisors, Inc. | 0.07% | Add +7.2% | 161,211 | $18.4M |
| GenWealth Group, Inc. | 4.55% | Add +7.1% | 158,219 | $18.1M |
| Bishop & Co Investment Management, LLC | 7.20% | Reduce -35.2% | 152,488 | $17.4M |
| Captrust Financial Advisors | 0.06% | Reduce -24.3% | 151,870 | $17.3M |
| Bank of Montreal | 0.01% | Reduce -17.7% | 150,141 | $17.2M |
| Synovus Financial Corp. | 0.22% | Add +0.1% | 147,522 | $16.8M |
| MML Investors Services, LLC | 0.07% | Reduce -5.4% | 144,999 | $16.6M |
| Sterling Manor Financial, LLC | 12.23% | Reduce -12.7% | 142,699 | $16.3M |
| LBJ Family Wealth Advisors, Ltd. | 10.21% | Add +3.8% | 140,762 | $16.1M |
| FSA Wealth Management LLC | 6.86% | Add +1.1% | 138,126 | $15.8M |
| Corient Private Wealth LP | 0.03% | Add +42.3% | 137,738 | $15.7M |
| Ausdal Financial Partners, Inc. | 1.81% | Reduce -4.6% | 136,254 | $15.6M |
| Kestra Advisory Services, LLC | 0.10% | Reduce -0.9% | 135,908 | $15.5M |
| Legacy Edge Advisors, LLC | 3.23% | Reduce -0.8% | 135,736 | $15.5M |
| Bokf, NA | 0.28% | Add +4.7% | 136,439 | $15.5M |
| Private Advisor Group, LLC | 0.11% | Add +1.8% | 134,030 | $15.3M |
| Congress Asset Management Co. | 0.11% | Reduce -77.6% | 131,996 | $15.1M |
| Kestra Private Wealth Services, LLC | 0.33% | Add +2.1% | 128,267 | $14.6M |
| B. Riley Wealth Advisors, Inc. | 0.39% | Add +46.0% | 159,248 | $14.6M |
| JMG Financial Group, Ltd. | 0.55% | Reduce -1.8% | 127,010 | $14.5M |
| Bartlett & Co. Wealth Management LLC | 0.22% | Reduce -4.0% | 126,189 | $14.4M |
| Stifel Financial Corp. | 0.02% | Reduce -7.1% | 123,508 | $14.1M |
| UMB Bank, n.a. | 0.22% | Add +16.0% | 122,725 | $14.0M |
| Curi Capital, LLC | 0.32% | Add +4.8% | 120,233 | $13.7M |
| SVB Wealth LLC | 0.30% | Add +68.0% | 118,244 | $13.5M |
| CHURCHILL MANAGEMENT Corp | 0.17% | New | 116,918 | $13.3M |
| HUB Investment Partners, LLC | 0.73% | Add +5.5% | 115,540 | $13.2M |
| Heck Capital Advisors, LLC | 1.96% | Add +118.1% | 112,872 | $12.9M |
| MAI Capital Management | 0.13% | Reduce -1.7% | 112,178 | $12.8M |
| Wealth Enhancement Advisory Services, LLC | 0.03% | Add +1.1% | 106,663 | $12.2M |
| Mechanics Bank Trust Department | 1.78% | Reduce -5.0% | 106,133 | $12.1M |
| Phoenix Financial Ltd. | 0.17% | New | 105,321 | $12.0M |
| Bank of New York Mellon Corp | 0.00% | Reduce -20.4% | 104,473 | $11.9M |
| Pinnacle Financial Partners Inc | 0.26% | Add +5.2% | 103,475 | $11.8M |
| LMG Wealth Partners, LLC | 2.95% | Reduce -2.8% | 102,509 | $11.7M |
| Connecticut Wealth Management, LLC | 0.62% | No change | 101,288 | $11.6M |
| NorthRock Partners, LLC | 0.44% | Reduce -1.5% | 101,052 | $11.5M |
| Whitegate Investment Counselors, Inc. | 3.15% | Reduce -1.1% | 98,007 | $11.2M |
| Wealthspire Advisors, LLC | 0.15% | Add +1.1% | 97,753 | $11.2M |
| Assetmark, Inc. | 0.04% | Add +28.5% | 94,796 | $10.8M |
| Pathstone Holdings, LLC | 0.05% | Add +0.7% | 91,437 | $10.4M |
| Farmers & Merchants Investments Inc. | 0.35% | Reduce -1.4% | 90,687 | $10.4M |
| Occidental Asset Management, LLC | 1.93% | Add +1.6% | 90,322 | $10.3M |
| Avior Wealth Management, LLC | 0.47% | Reduce -28.5% | 89,268 | $10.2M |
| EP Wealth Advisors, LLC | 0.12% | Reduce -3.2% | 88,250 | $10.1M |
| Waverly Advisors, LLC | 0.23% | Add +0.8% | 86,120 | $9.8M |
| Southern Capital Advisors, LLC | 5.91% | Reduce -2.7% | 85,256 | $9.7M |
| Strategic Wealth Partners Group, LLC | 1.04% | Add +3.4% | 82,353 | $9.4M |
| Argent Trust Co | 0.42% | Add +18.4% | 82,310 | $9.4M |
| WestHill Financial Advisors, Inc. | 2.12% | Reduce -1.0% | 75,655 | $8.6M |
| Oppenheimer & Co. Inc. | 0.14% | Add +13.9% | 73,854 | $8.4M |
| Janney Montgomery Scott LLC | 0.03% | Reduce -15.2% | 73,691 | $8.4M |
| XML Financial, LLC | 0.86% | Add +7.4% | 73,596 | $8.4M |
| Simplicity Wealth,LLC | 0.19% | Add +58.8% | 71,617 | $8.2M |
| Whitaker-Myers Wealth Managers, LTD. | 3.44% | Add +13.7% | 71,414 | $8.2M |
| Freestone Capital Holdings, LLC | 0.30% | Add +9.7% | 70,503 | $8.0M |
| Pegasus Partners Ltd. | 0.85% | Add +1.0% | 70,307 | $8.0M |
| Johnson Financial Group, Inc. | 0.42% | Reduce -20.4% | 68,097 | $7.8M |
| First Citizens Asset Management, Inc. | 2.94% | Add +18.3% | 67,933 | $7.8M |
| Sequent Asset Management, LLC | 4.06% | No change | 67,320 | $7.7M |
| Avantax Advisory Services, Inc. | 0.07% | Add +25.9% | 66,903 | $7.6M |
| GHP Investment Advisors, Inc. | 0.37% | Reduce -1.2% | 65,495 | $7.5M |
| J.W. Cole Advisors, Inc. | 0.37% | Reduce -1.6% | 64,917 | $7.4M |
| Mill Creek Capital Advisors, LLC | 0.20% | Reduce -0.7% | 63,925 | $7.3M |
| Crescent Grove Advisors, LLC | 0.75% | Reduce -0.1% | 62,979 | $7.2M |
| First Merchants Corp. | 0.54% | Add +1.8% | 62,730 | $7.2M |
| Piedmont Capital Management, LLC | 4.79% | Reduce -1.5% | 62,744 | $7.1M |
| Tocqueville Asset Management L.P. | 0.11% | Reduce -3.5% | 61,099 | $7.0M |
| Conning Inc. | 0.24% | Add +1.6% | 60,781 | $6.9M |
| Corundum Group, Inc. | 3.20% | Add +0.2% | 58,144 | $6.6M |
| Wescott Financial Advisory Group, LLC | 0.78% | Reduce -6.9% | 54,931 | $6.3M |
| Modera Wealth Management, LLC | 0.09% | Reduce -1.9% | 53,889 | $6.2M |
| Forte Capital LLC | 0.76% | Reduce -0.7% | 53,730 | $6.1M |
| Penserra Capital Management LLC | 0.08% | New | 53,367 | $6.1M |
| Petra Financial Advisors Inc. | 4.44% | Reduce -0.8% | 52,931 | $6.0M |
| Councilor Wealth, LLC | 3.00% | Reduce -13.9% | 52,505 | $6.0M |
| Condor Capital Management | 0.59% | Add +2.9% | 52,487 | $6.0M |
| Vance Wealth, LLC | 2.38% | Add +6.5% | 52,315 | $6.0M |
| First Horizon Advisors, Inc. | 0.18% | Reduce -10.8% | 52,091 | $5.9M |
| Mesirow Financial Investment Management, Inc. | 0.14% | Add +111.0% | 51,993 | $5.9M |
| Citigroup Inc. | 0.01% | Add +29.6% | 51,791 | $5.9M |
| Blair William & Co. | 0.02% | Add +2.9% | 51,599 | $5.9M |
| Stonebridge Capital Advisors LLC | 0.53% | Reduce -2.0% | 51,499 | $5.9M |
| Sowell Financial Services LLC | 0.28% | Add +8.1% | 51,369 | $5.9M |
| Thrivent Financial for Lutherans | 0.01% | Add +91.1% | 51,351 | $5.9M |
| McAdam, LLC | 0.37% | Reduce -3.7% | 50,827 | $5.8M |
| 9258 Wealth Management, LLC | 0.87% | Add +2.2% | 48,970 | $5.6M |
| Peapack Gladstone Financial Corp. | 0.09% | Reduce -3.0% | 48,624 | $5.6M |
| Mercer Global Advisors Inc. | 0.02% | Reduce -32.9% | 48,465 | $5.5M |
| Prosperity Consulting Group, LLC | 0.69% | Add +252.3% | 48,441 | $5.5M |
| TD Private Client Wealth LLC | 0.18% | Reduce -8.5% | 47,879 | $5.5M |
| Cwm, LLC | 0.03% | Add +6.3% | 47,491 | $5.4M |
| Lee Financial Co | 0.91% | Reduce -2.2% | 47,469 | $5.4M |
| NewEdge Advisors, LLC | 0.05% | Reduce -16.8% | 47,456 | $5.4M |
| Powell Investment Advisors, LLC | 2.84% | Reduce -2.7% | 47,002 | $5.4M |
| Fifth Third Securities, Inc. | 0.52% | Reduce -7.2% | 46,824 | $5.3M |
| Bellwether Advisors, LLC | 1.15% | Add +6.5% | 45,687 | $5.2M |
| Clear Harbor Asset Management, LLC | 0.45% | Add +7.3% | 44,762 | $5.1M |
| CreativeOne Wealth, LLC | 0.20% | Add +110.5% | 44,631 | $5.1M |
| Great Valley Advisor Group, Inc. | 0.15% | Reduce -2.0% | 44,526 | $5.1M |
| Mainsail Financial Group, LLC | 3.50% | Add +0.3% | 44,514 | $5.1M |
| Lido Advisors, LLC | 0.04% | Reduce -1.6% | 43,780 | $5.0M |
| Old National Bancorp | 0.12% | Add +4.1% | 43,551 | $5.0M |
| Stock Yards Bank & Trust Co. | 0.16% | Add +45.9% | 42,918 | $4.9M |
| Cerity Partners LLC | 0.01% | Add +5.3% | 42,403 | $4.8M |
| Voya Investment Management LLC | 0.01% | Reduce -62.6% | 42,135 | $4.8M |
| Investment Partners, LTD. | 2.16% | Add +0.3% | 41,721 | $4.8M |
| Beacon Bank & Trust | 1.18% | Reduce -2.4% | 41,456 | $4.7M |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 0.77% | Add +0.5% | 41,016 | $4.7M |
| Cresset Asset Management, LLC | 0.02% | Reduce -10.3% | 40,941 | $4.7M |
| Platte River Wealth Advisors, LLC | 1.33% | Reduce -3.3% | 40,910 | $4.7M |
| CENTRAL TRUST Co | 0.11% | Reduce -0.7% | 40,328 | $4.6M |
| TAGStone Capital, Inc. | 2.65% | Add +9.4% | 39,675 | $4.5M |
| Principal Financial Group Inc. | 0.00% | Add +47.3% | 38,600 | $4.4M |
| Jefferies Financial Group Inc. | 0.10% | Reduce -7.8% | 38,243 | $4.4M |
| Vanguard Group Inc. | 0.00% | Add +0.7% | 38,210 | $4.4M |
| Hilltop Holdings Inc. | 0.48% | Add +42.6% | 37,623 | $4.3M |
| McKinley Carter Wealth Services, Inc. | 0.29% | Reduce -3.3% | 37,390 | $4.3M |
| Acima Private Wealth, LLC | 1.56% | No change | 37,139 | $4.2M |
| Burns Matteson Capital Management, LLC | 2.72% | Reduce -1.4% | 36,796 | $4.2M |
| Stratos Wealth Partners, LTD. | 0.07% | Reduce -2.9% | 36,727 | $4.2M |
| Amarillo National Bank | 0.78% | Reduce -0.2% | 36,481 | $4.2M |
| Tolleson Wealth Management, Inc. | 0.81% | Reduce -17.2% | 36,304 | $4.1M |
| Total Clarity Wealth Management, Inc. | 1.43% | Add +9.9% | 36,150 | $4.1M |
| Coldstream Capital Management Inc. | 0.10% | Reduce -0.4% | 36,008 | $4.1M |
| Dentgroup LLC | 3.33% | Add +4.8% | 35,287 | $4.0M |
| Courier Capital LLC | 0.29% | Reduce -1.0% | 34,604 | $3.9M |
| Saiph Capital, LLC | 1.83% | Reduce -0.1% | 34,525 | $3.9M |
| Auour Investments LLC | 1.44% | Add +0.4% | 34,155 | $3.9M |
| Eukles Asset Management | 1.69% | Reduce -1.4% | 34,020 | $3.9M |
| Widmann Financial Services, Inc. | 3.25% | Add +0.6% | 33,942 | $3.9M |
| Sigma Planning Corp | 0.12% | Add +100.5% | 33,509 | $3.8M |
| Stevens Capital Partners | 2.27% | Add +4.8% | 33,385 | $3.8M |
| Atlas Brown,Inc. | 1.38% | Reduce -0.6% | 33,131 | $3.8M |
| Arcadia Wealth Management, LLC | 2.31% | Add +0.5% | 32,938 | $3.8M |
| Strategic Equity Management | 3.14% | Reduce -31.4% | 32,974 | $3.8M |
| T. Rowe Price Associates Inc. | 0.00% | No change | 32,352 | $3.7M |
| Bank of Hawaii | 0.18% | Add +16.5% | 32,049 | $3.7M |
| IMS Capital Management | 1.68% | Reduce -0.5% | 31,568 | $3.6M |
| Kingdom Financial Group LLC. | 2.51% | Add +49.2% | 31,250 | $3.6M |
| Transcendent Capital Group LLC | 2.07% | Add +1720.2% | 31,216 | $3.6M |
| Glenview Trust Co | 0.08% | Reduce -2.4% | 31,205 | $3.6M |
| Vision Capital Management, Inc. | 0.53% | Reduce -0.1% | 30,855 | $3.5M |
| HM Payson & Co. | 0.07% | Reduce -22.6% | 30,624 | $3.5M |
| FMA Wealth Management, LLC | 2.90% | Reduce -0.1% | 30,611 | $3.5M |
| KMG Fiduciary Partners, LLC | 0.36% | Reduce -0.1% | 30,492 | $3.5M |
| MV Capital Management, Inc. | 0.40% | Reduce -3.4% | 30,243 | $3.5M |
| Mathes Company, Inc. | 1.30% | No change | 30,180 | $3.4M |
| Financial Engines Advisors L.L.C. | 0.01% | Reduce -10.5% | 30,166 | $3.4M |
| All Season Financial Advisors, Inc. | 2.84% | New | 29,991 | $3.4M |
| Lincoln National Corp. | 0.05% | Add +36.5% | 29,497 | $3.4M |
| Hofer & Associates. Inc | 2.83% | Add +2.7% | 29,425 | $3.4M |
| Legacies Wealth LLC | 2.95% | Reduce -6.7% | 29,229 | $3.3M |
| Country Club Bank | 0.23% | Reduce -9.8% | 29,093 | $3.3M |
| Bessemer Group Inc. | 0.01% | Reduce -0.3% | 28,509 | $3.3M |
| AdvisorNet Financial, Inc | 0.31% | Add +2.3% | 28,320 | $3.2M |
| ARK & TLK Investments, LLC | 1.26% | Add +0.0% | 28,196 | $3.2M |
| Regions Financial Corp. | 0.02% | Add +2.7% | 28,086 | $3.2M |
| Weinberger Asset Management, Inc | 1.53% | Reduce -0.7% | 27,827 | $3.2M |
| Prospera Financial Services Inc | 0.09% | Reduce -0.1% | 27,721 | $3.2M |
| Citadel Advisors | 0.00% | Add +16.1% | 27,275 | $3.1M |
| Wesbanco Bank Inc. | 0.12% | Add +65.3% | 27,194 | $3.1M |
| USAdvisors Wealth Management, LLC | 1.15% | Add +7.6% | 26,764 | $3.1M |
| Claro Advisors Inc. | 0.52% | Reduce -19.9% | 26,332 | $3.0M |
| Processus Wealth & Capital Management, LLC | 2.64% | Add +4.1% | 26,095 | $3.0M |
| Bleakley Financial Group, LLC | 0.09% | Reduce -3.1% | 25,927 | $3.0M |
| Hilltop National Bank | 1.00% | — | 25,842 | $2.9M |
| Choreo, LLC | 0.08% | Reduce -18.0% | 25,801 | $2.9M |
| Intrepid Financial Planning Group LLC | 1.27% | Add +0.5% | 25,717 | $2.9M |
| Glenmede Trust Co. NA | 0.01% | Reduce -0.8% | 25,611 | $2.9M |
| Lowery Thomas, LLC | 2.22% | Reduce -3.3% | 25,408 | $2.9M |
| IHT Wealth Management, LLC | 0.12% | Add +90.2% | 25,350 | $2.9M |
| Atria Wealth Solutions, Inc. | 0.03% | Reduce -15.0% | 25,285 | $2.9M |
| Becker Capital Management Inc. | 0.10% | No change | 25,197 | $2.9M |
| Rhumbline Advisers | 0.00% | Add +323.5% | 25,109 | $2.9M |
| Savant Capital, LLC | 0.03% | Reduce -7.7% | 24,617 | $2.8M |
| Park Avenue Securities LLC | 0.04% | Reduce -2.7% | 24,486 | $2.8M |
| IFP Advisors, Inc | 0.12% | Add +13.8% | 24,413 | $2.8M |
| United Capital Financial Advisors, LLC | 0.02% | Reduce -23.0% | 24,381 | $2.8M |
| FineMark National Bank & Trust | 0.10% | Reduce -1.2% | 24,378 | $2.8M |
| MSH Capital Advisors LLC | 0.97% | Add +1.2% | 24,276 | $2.8M |
| Beacon Pointe Advisors, LLC | 0.03% | Add +1.0% | 24,251 | $2.8M |
| Pinnacle Associates Ltd. | 0.04% | Reduce -0.1% | 24,032 | $2.7M |
| Midwest Professional Planners, LTD. | 0.95% | Reduce -9.4% | 23,757 | $2.7M |
| Brighton Jones LLC | 0.10% | Reduce -1.5% | 23,754 | $2.7M |
| First National Trust Co | 0.11% | Add +0.0% | 23,736 | $2.7M |
| Strategic Advocates LLC | 1.04% | Add +3.7% | 23,638 | $2.7M |
| Etfidea, LLC | 0.90% | Add +42.4% | 23,241 | $2.7M |
| Canada Pension Plan Investment Board | 0.00% | No change | 23,000 | $2.6M |
| Harbour Investments, Inc. | 0.09% | Add +12.8% | 22,937 | $2.6M |
| Beam Wealth Advisors, Inc. | 1.56% | Reduce -0.1% | 22,734 | $2.6M |
| Insight 2811, Inc. | 1.31% | Reduce -0.2% | 22,339 | $2.5M |
| Integrated Wealth Concepts LLC | 0.04% | Add +120.2% | 22,113 | $2.5M |
| Ameritas Advisory Services, LLC | 0.10% | Add +185.4% | 22,746 | $2.5M |
| Buckingham Strategic Wealth, LLC | 0.03% | Reduce -1.0% | 21,884 | $2.5M |
| Stillwater Capital Advisors, LLC | 0.37% | Reduce -1.6% | 21,864 | $2.5M |
| Nwam LLC | 0.20% | Add +0.1% | 21,623 | $2.4M |
| Ratio Wealth Group | 0.45% | Reduce -0.3% | 21,216 | $2.4M |
| Brown Advisory Inc. | 0.00% | Reduce -14.5% | 21,083 | $2.4M |
| Natixis Advisors, LLC | 0.01% | Add +16.6% | 21,059 | $2.4M |
| Financial Partners Group, Inc | 0.38% | Reduce -1.7% | 20,941 | $2.4M |
| MCF Advisors LLC | 0.18% | Add +0.0% | 20,791 | $2.4M |
| Rwa Wealth Partners, LLC | 0.03% | Reduce -0.1% | 20,755 | $2.4M |
| Intergy Private Wealth, LLC | 0.97% | Add +0.1% | 20,579 | $2.3M |
| Financial Counselors Inc. | 0.04% | Reduce -1.5% | 20,392 | $2.3M |
| Biondo Investment Advisors, LLC | 0.35% | Add +1.4% | 20,096 | $2.3M |
| Saxon Interests, Inc. | 1.09% | Reduce -0.1% | 20,077 | $2.3M |
| Sierra Capital LLC | 0.29% | Reduce -0.3% | 19,719 | $2.3M |
| Broadleaf Partners, LLC | 0.58% | Add +0.2% | 19,696 | $2.2M |
| Two Sigma Advisers, LP | 0.01% | Reduce -35.5% | 19,600 | $2.2M |
| Global Trust Asset Management, LLC | 0.90% | Add +2.2% | 19,172 | $2.2M |
| Horst & Graben Wealth Management LLC | 0.44% | Reduce -7.3% | 19,092 | $2.2M |
| Harbor Investment Advisory, LLC | 0.22% | Add +12.0% | 18,669 | $2.1M |
| Tennessee Valley Asset Management Partners | 0.51% | Add +3.9% | 18,340 | $2.1M |
| Rathbones Group PLC | 0.01% | Add +20.2% | 18,327 | $2.1M |
| HMS Capital Management, LLC | 1.14% | New | 18,056 | $2.1M |
| Olistico Wealth, LLC | 1.48% | Add +5.9% | 18,009 | $2.1M |
| Sequoia Financial Advisors, LLC | 0.03% | Reduce -34.3% | 17,836 | $2.0M |
| Coppell Advisory Solutions Corp. | 0.38% | — | 17,569 | $2.0M |
| Tower Research Capital LLC (TRC) | 0.05% | Add +428175.0% | 17,131 | $2.0M |
| Virtue Capital Management, LLC | 0.35% | Reduce -48.5% | 17,667 | $2.0M |
| Atlantic Union Bankshares Corp | 0.16% | Reduce -5.2% | 16,964 | $1.9M |
| Sage Financial Group Inc. | 0.17% | Reduce -3.7% | 16,893 | $1.9M |
| Wilbanks Smith & Thomas Asset Management LLC | 0.05% | Add +0.8% | 16,870 | $1.9M |
| Shakespeare Wealth Management, LLC | 0.56% | Reduce -3.7% | 16,862 | $1.9M |
| Geneos Wealth Management Inc. | 0.09% | Reduce -10.9% | 16,859 | $1.9M |
| Nvest Financial, LLC | 1.28% | Add +59.4% | 16,855 | $1.9M |
| Sandy Spring Bank | 0.09% | Reduce -1.9% | 16,691 | $1.9M |
| Nadler Financial Group, Inc. | 0.23% | No change | 16,625 | $1.9M |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | Reduce -63.5% | 16,418 | $1.9M |
| RPg Family Wealth Advisory, LLC | 0.58% | Add +6.4% | 16,173 | $1.8M |
| Franklin Resources Inc. | 0.00% | Reduce -5.2% | 16,060 | $1.8M |
| Castleark Management LLC | 0.08% | No change | 16,000 | $1.8M |
| Silvercrest Asset Management Group LLC | 0.01% | Add +13.5% | 15,991 | $1.8M |
| Global Retirement Partners, LLC | 0.07% | Reduce -13.8% | 15,981 | $1.8M |
| Fidelis Capital Partners, LLC | 0.27% | Reduce -2.7% | 15,746 | $1.8M |
| Keel Point, LLC | 0.19% | Add +7.2% | 15,730 | $1.8M |
| Global Strategic Investment Solutions, LLC | 0.21% | Add +1.4% | 15,658 | $1.8M |
| Foundations Investment Advisors, LLC | 0.05% | Reduce -4.8% | 15,524 | $1.8M |
| Brookstone Capital Management | 0.03% | Add +24.7% | 15,332 | $1.8M |
| MWA Asset Management | 1.27% | Add +3.0% | 15,314 | $1.7M |
| First National Bank Sioux Falls | 0.95% | No change | 15,290 | $1.7M |
| Thomasville National Bank | 0.14% | Reduce -2.5% | 15,153 | $1.7M |
| Western Wealth Management, LLC | 0.13% | Reduce -1.4% | 15,114 | $1.7M |
| Kingsview Wealth Management, LLC | 0.04% | Reduce -0.8% | 15,110 | $1.7M |
| First Foundation Advisors | 0.07% | Add +19.6% | 15,087 | $1.7M |
| Brown Brothers Harriman & Co. | 0.01% | Add +333.5% | 14,844 | $1.7M |
| Graypoint LLC | 0.12% | No change | 14,806 | $1.7M |
| Meridian Wealth Management, LLC | 0.28% | Add +4.2% | 14,551 | $1.7M |
| Alesco Advisors, LLC, An ESL Co | 0.05% | No change | 14,300 | $1.6M |
| Essex Financial Services, Inc. | 0.15% | Add +18.4% | 14,257 | $1.6M |
| Tsfg, LLC | 0.41% | Reduce -28.1% | 14,249 | $1.6M |
| Dominguez Wealth Management Solutions, Inc. | 1.27% | Add +2.2% | 14,173 | $1.6M |
| TBH Global Asset Management, LLC | 0.32% | Reduce -0.2% | 14,122 | $1.6M |
| Advisors Capital Management, LLC | 0.03% | Add +1.3% | 14,100 | $1.6M |
| Rehmann Capital Advisory Group | 0.12% | Reduce -3.0% | 14,051 | $1.6M |
| Trust Point Inc. | 0.13% | Reduce -0.3% | 13,939 | $1.6M |
| 1ST Source Bank | 0.09% | Add +62.5% | 13,930 | $1.6M |
| Tradition Wealth Management, LLC | 0.16% | New | 13,919 | $1.6M |
| First National Bank of Omaha | 0.11% | Reduce -3.6% | 13,286 | $1.6M |
| Legal & General Group Plc | 0.00% | Add +219.4% | 13,640 | $1.6M |
| Clearstead Trust, LLC | 0.40% | No change | 13,563 | $1.5M |
| Jane Street Group, LLC | 0.00% | Add +15.1% | 13,503 | $1.5M |
| Ritter Daniher Financial Advisory LLC / DE | 0.51% | Reduce -1.3% | 13,437 | $1.5M |
| Park Place Capital Corp | 0.55% | Reduce -15.4% | 13,394 | $1.5M |
| Cordgrass Capital Advisors, LLC | 0.47% | No change | 13,310 | $1.5M |
| Highland Capital Management, LLC | 0.09% | Reduce -0.8% | 13,125 | $1.5M |
| Focus Partners Advisor Solutions, LLC | 0.04% | Add +286.0% | 13,124 | $1.5M |
| Perennial Investment Advisors, LLC | 0.23% | Reduce -1.1% | 13,034 | $1.5M |
| BTC Capital Management, Inc. | 0.14% | — | 12,946 | $1.5M |
| Summit Financial Group, Inc. | 0.52% | No change | 12,882 | $1.5M |
| Valeo Financial Advisors, LLC | 0.05% | Add +1.4% | 13,450 | $1.5M |
| Ancora Advisors LLC | 0.03% | Reduce -2.3% | 12,738 | $1.5M |
| Glass Jacobson Investment Advisors llc | 0.54% | Add +6.6% | 12,706 | $1.5M |
| Financial Freedom, LLC | 0.86% | Add +0.1% | 12,657 | $1.4M |
| Eudaimonia Partners, LLC | 0.34% | Add +15.7% | 12,468 | $1.4M |
| Renasant Bank | 1.01% | Reduce -0.2% | 12,463 | $1.4M |
| Pointe Capital Management LLC | 0.86% | Add +36.5% | 12,389 | $1.4M |
| Concourse Financial Group Securities, Inc. | 0.09% | Reduce -3.7% | 12,358 | $1.4M |
| Ballew Advisors, Inc | 0.97% | Add +4.8% | 12,622 | $1.4M |
| Aspiriant, LLC | 0.06% | No change | 12,313 | $1.4M |
| Venture Visionary Partners LLC | 0.07% | Reduce -0.6% | 12,277 | $1.4M |
| Prime Capital Investment Advisors, LLC | 0.02% | Add +1.2% | 12,239 | $1.4M |
| One Day In July LLC | 0.19% | Add +0.2% | 12,210 | $1.4M |
| Alliancebernstein L.P. | 0.00% | Add +3.9% | 11,994 | $1.4M |
| Allspring Global Investments Holdings, LLC | 0.00% | Reduce -58.2% | 11,990 | $1.4M |
| Lion Street Advisors, LLC | 0.55% | No change | 12,941 | $1.4M |
| Napatree Capital LLC | 1.29% | Reduce -0.6% | 12,438 | $1.3M |
| Taylor & Morgan Wealth Management, LLC | 0.97% | Reduce -4.6% | 11,622 | $1.3M |
| StoneX Group Inc. | 0.12% | Reduce -11.1% | 11,611 | $1.3M |
| AlTi Global, Inc. | 0.04% | Add +1.3% | 11,568 | $1.3M |
| Gladstone Institutional Advisory LLC | 0.07% | Reduce -0.2% | 11,545 | $1.3M |
| Sax Wealth Advisors, LLC | 0.15% | Add +0.1% | 11,471 | $1.3M |
| Reynders McVeigh Capital Management, LLC | 0.07% | Reduce -3.3% | 11,350 | $1.3M |
| Ellerson Group Inc. | 0.98% | Add +15.3% | 11,270 | $1.3M |
| Meeder Asset Management Inc. | 0.08% | New | 11,267 | $1.3M |
| D.A. Davidson & Co. | 0.01% | Reduce -17.2% | 11,180 | $1.3M |
| Arkadios Wealth Advisors | 0.10% | Add +7.0% | 11,057 | $1.3M |
| Roberts Financial Services LLC | 0.26% | Reduce -7.8% | 11,053 | $1.3M |
| Private Trust Co. NA | 0.14% | Add +4.1% | 11,034 | $1.3M |
| Cranbrook Wealth Management, LLC | 0.32% | No change | 10,946 | $1.2M |
| Smith Salley Wealth Management | 0.10% | Add +7.1% | 10,934 | $1.2M |
| FAS Wealth Partners, Inc. | 0.11% | Add +0.8% | 10,888 | $1.2M |
| Chicago Partners Investment Group LLC | 0.05% | Add +0.4% | 11,381 | $1.2M |
| Willner & Heller, LLC | 1.23% | Add +2.8% | 10,794 | $1.2M |
| Atticus Wealth Management, LLC | 0.40% | Reduce -2.0% | 10,770 | $1.2M |
| Cadence Bank | 0.09% | Reduce -0.7% | 10,710 | $1.2M |
| NorthCoast Asset Management LLC | 0.02% | Add +2.6% | 10,705 | $1.2M |
| PGIM Custom Harvest LLC | 0.03% | Reduce -1.1% | 10,668 | $1.2M |
| Octavia Wealth Advisors, LLC | 0.18% | Reduce -92.2% | 10,643 | $1.2M |
| Whittier Trust Co. | 0.02% | No change | 10,601 | $1.2M |
| Advisory Services Network, LLC | 0.03% | Add +6.7% | 10,546 | $1.2M |
| National Philanthropic Trust | 0.03% | No change | 10,431 | $1.2M |
| EPG Wealth Management LLC | 0.29% | Add +0.1% | 10,429 | $1.2M |
| MIdWestOne Financial Group, Inc. | 0.21% | No change | 10,317 | $1.2M |
| Mission Wealth Management, LP | 0.03% | Add +5.4% | 10,188 | $1.2M |
| EverSource Wealth Advisors, LLC | 0.09% | Add +792.0% | 10,757 | $1.2M |
| Atria Investments, Inc | 0.02% | Reduce -8.3% | 10,120 | $1.2M |
| Bradley Foster & Sargent Inc. | 0.02% | No change | 10,042 | $1.1M |
| Key Financial Inc | 0.29% | No change | 9,985 | $1.1M |
| BHK Investment Advisors, LLC | 0.44% | Add +25.4% | 9,953 | $1.1M |
| Eldridge Investment Advisors, Inc. | 0.29% | No change | 9,953 | $1.1M |
| Summit Wealth Partners, LLC | 0.24% | Add +58.6% | 9,902 | $1.1M |
| Capital Investment Counsel, LLC | 0.24% | Add +265.9% | 9,843 | $1.1M |
| Fiduciary Trust Co | 0.02% | No change | 9,810 | $1.1M |
| Wealthfront Advisers LLC | 0.00% | Add +14.2% | 9,625 | $1.1M |
| Wealth Management Partners, LLC | 0.56% | Reduce -0.8% | 9,579 | $1.1M |
| BLB&B Advisors, LLC | 0.06% | Add +7.3% | 9,527 | $1.1M |
| Composition Wealth, LLC | 0.03% | Reduce -18.4% | 9,449 | $1.1M |
| Brickley Wealth Management | 0.25% | Reduce -0.3% | 9,396 | $1.1M |
| Cary Street Partners Asset Management LLC | 0.17% | Reduce -0.9% | 9,388 | $1.1M |
| Capital Analysts, LLC | 0.05% | Add +3.6% | 9,285 | $1.1M |
| Moneco Advisors, LLC | 0.17% | Reduce -0.1% | 9,175 | $1.0M |
| LMCG Investments, LLC | 0.06% | No change | 9,094 | $1.0M |
| Strata Wealth Advisors, LLC | 0.36% | No change | 9,033 | $1.0M |
| PACK Private Wealth, LLC | 0.65% | No change | 9,031 | $1.0M |
| Holland Advisory Services, Inc. | 1.12% | Reduce -10.3% | 8,964 | $1.0M |
| Builder Investment Group Inc. | 0.30% | Add +5.0% | 8,940 | $1.0M |
| Passumpsic Savings Bank | 0.65% | — | 8,921 | $1.0M |
| Raymond James Trust N.A. | 0.02% | Reduce -0.3% | 8,888 | $1.0M |
| Kanawha Capital Management LLC | 0.08% | Reduce -44.8% | 8,812 | $1.0M |
| Townsquare Capital LLC | 0.01% | Add +35.1% | 8,779 | $1.0M |
| Parallel Advisors, LLC | 0.03% | Add +4.5% | 8,674 | $990K |
| Wilmington Savings Fund Society, FSB | 0.04% | — | 8,582 | $980K |
| Signaturefd, LLC | 0.02% | Add +1.4% | 8,556 | $977K |
| Lanark Financial, Inc. | 0.09% | Add +4.9% | 8,538 | $974K |
| Dynamic Advisor Solutions LLC | 0.03% | Add +48.8% | 8,526 | $973K |
| Concurrent Investment Advisors, LLC | 0.04% | Add +7.0% | 8,474 | $967K |
| Waypoint Capital Advisors, LLC | 0.25% | No change | 8,466 | $966K |
| Allegheny Financial Group | 0.30% | Reduce -19.1% | 8,425 | $962K |
| Cassady Schiller Wealth Management, LLC | 0.42% | No change | 8,272 | $944K |
| Etesian Wealth Advisors, Inc. | 0.54% | No change | 8,200 | $936K |
| Eudaimonia Advisors LLC | 0.49% | Add +6.9% | 8,091 | $924K |
| James J. Burns & Company, LLC | 0.32% | Reduce -27.5% | 8,169 | $915K |
| GFS Advisors, LLC | 0.15% | No change | 8,000 | $913K |
| Aft, Forsyth & Company, Inc. | 0.52% | Add +0.3% | 7,989 | $912K |
| Sound View Wealth Advisors Group, LLC | 0.10% | Reduce -0.5% | 7,979 | $911K |
| Iams Wealth Management, LLC | 0.56% | New | 8,194 | $909K |
| Calamos Wealth Management LLC | 0.05% | No change | 7,947 | $907K |
| Summit Financial, LLC | 0.05% | Add +7.9% | 7,942 | $906K |
| Transcend Capital Advisors, LLC | 0.07% | Add +71.4% | 7,932 | $905K |
| Spire Wealth Management | 0.02% | Add +4.5% | 7,921 | $904K |
| Allworth Financial LP | 0.01% | Add +26.1% | 7,869 | $898K |
| Lowe Brockenbrough & Co. Inc. | 0.06% | Add +3.8% | 7,860 | $897K |
| Rockwood Wealth Management, LLC | 0.12% | Add +3.9% | 7,835 | $894K |
| Rebalance, LLC | 0.07% | No change | 7,813 | $892K |
| Regal Investment Advisors LLC | 0.06% | Reduce -40.0% | 7,735 | $883K |
| Certified Advisory Corp | 0.12% | Add +29.5% | 7,730 | $882K |
| Independent Financial Group, LLC | 0.04% | Reduce -1.1% | 7,706 | $880K |
| Marshall Financial Group Inc. | 0.29% | Add +0.1% | 7,679 | $877K |
| Belpointe Asset Management LLC | 0.07% | Add +128.1% | 7,643 | $872K |
| Moneywise, Inc. | 0.47% | Add +171.6% | 7,627 | $871K |
| Signal Advisors Wealth, LLC | 0.22% | Add +253.8% | 7,624 | $870K |
| Bedel Financial Consulting, Inc. | 0.14% | Add +1.0% | 7,617 | $869K |
| Paragon Financial Partners, Inc. | 0.71% | Add +71.3% | 7,593 | $867K |
| Garrison Point Advisors, LLC | 0.55% | No change | 7,502 | $856K |
| Capital Group Private Client Services, Inc. | 0.01% | Reduce -0.3% | 7,492 | $855K |
| Haverford Trust Co | 0.01% | Reduce -3.4% | 7,377 | $842K |
| Revolve Wealth Partners, LLC | 0.14% | Add +2.6% | 7,375 | $842K |
| Patten Group, Inc. | 0.21% | Add +5.7% | 7,330 | $837K |
| Greenleaf Trust | 0.01% | Reduce -0.4% | 7,329 | $837K |
| Mutual Advisors, LLC | 0.03% | Reduce -25.7% | 7,318 | $835K |
| Affiance Financial, LLC | 0.22% | Reduce -7.5% | 7,222 | $824K |
| Wolf Group Capital Advisors | 0.39% | No change | 8,440 | $816K |
| Argent Advisors, Inc. | 0.32% | Reduce -3.4% | 7,110 | $812K |
| Linscomb Wealth, Inc. | 0.04% | Reduce -0.7% | 7,080 | $808K |
| Sweet Financial Partners, LLC | 0.19% | Reduce -7.4% | 7,077 | $808K |
| Valmark Advisers, Inc. | 0.01% | Reduce -1.7% | 7,076 | $808K |
| Colonial Trust Co / SC | 0.15% | Reduce -0.7% | 6,984 | $797K |
| Harbour Capital Advisors, LLC | 0.20% | No change | 7,105 | $796K |
| Robertson Stephens Wealth Management, LLC | 0.04% | Add +1.6% | 6,972 | $796K |
| FWG Investments, LLC. | 0.86% | Reduce -2.7% | 6,952 | $793K |
| Wealthcare Advisory Partners LLC | 0.03% | Reduce -8.0% | 6,898 | $787K |
| Round Rock Advisors LLC | 0.19% | Reduce -0.3% | 6,895 | $787K |
| Easterly Investment Partners LLC | 0.06% | Reduce -0.0% | 6,895 | $787K |
| Garden State Investment Advisory Services LLC | 0.29% | Reduce -0.0% | 6,936 | $787K |
| Carl P. Sherr & Co., LLC | 0.44% | Reduce -8.9% | 6,886 | $786K |
| Ashton Thomas Private Wealth, LLC | 0.04% | Reduce -0.5% | 6,862 | $783K |
| Capital Square, LLC | 0.55% | New | 6,856 | $783K |
| Next Capital Management LLC | 0.32% | No change | 6,810 | $777K |
| Legacy Bridge, LLC | 0.45% | No change | 6,809 | $777K |
| AMJ Financial Wealth Management | 0.26% | Add +249.3% | 6,804 | $777K |
| Bensler, LLC | 0.11% | Reduce -10.5% | 6,800 | $776K |
| REAP Financial Group, LLC | 0.21% | Reduce -7.2% | 6,693 | $764K |
| Eagle Strategies LLC | 0.17% | Reduce -76.6% | 6,612 | $755K |
| First United Bank & Trust | 0.28% | Reduce -0.3% | 6,560 | $749K |
| Heritage Wealth Advisors | 0.03% | No change | 6,434 | $734K |
| Financial Alternatives, Inc | 0.57% | No change | 6,421 | $733K |
| Magnus Financial Group LLC | 0.09% | Add +0.1% | 6,418 | $733K |
| Evergreen Capital Management LLC | 0.03% | Add +7.8% | 6,389 | $729K |
| Global Wealth Management Investment Advisory, Inc. | 0.18% | Reduce -7.9% | 6,387 | $729K |
| Rockland Trust Co. | 0.04% | Reduce -3.5% | 6,382 | $728K |
| Northeast Financial Consultants Inc | 0.04% | No change | 6,381 | $728K |
| Global Wealth Strategies & Associates | 0.27% | Reduce -3.0% | 6,373 | $727K |
| Diversified Trust Co. | 0.02% | Add +73.6% | 6,362 | $726K |
| Stonebridge Financial Planning Group, LLC | 0.38% | Add +11.7% | 6,315 | $721K |
| Cary Street Partners Investment Advisory LLC | 0.03% | No change | 6,299 | $719K |
| Cedar Brook Financial Partners, LLC | 0.14% | No change | 6,206 | $708K |
| SouthState Bank Corp | 0.06% | Add +1.2% | 6,188 | $706K |
| NBT Bank, N.A. | 0.05% | No change | 6,147 | $702K |
| Richardson Capital Management LLC | 0.57% | New | 6,119 | $698K |
| L.M. Kohn & Company | 0.20% | Reduce -0.1% | 6,079 | $694K |
| Private Portfolio Partners LLC | 0.14% | Add +1.6% | 6,068 | $693K |
| Appleton Partners Inc. | 0.05% | Reduce -1.6% | 6,026 | $688K |
| Strategic Financial Concepts, LLC | 0.17% | New | 6,003 | $685K |
| Viewpoint Capital Management LLC | 0.44% | No change | 6,000 | $685K |
| Gratus Capital, LLC | 0.03% | Add +34.3% | 5,973 | $682K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.08% | Add +68.3% | 5,958 | $680K |
| Cahaba Wealth Management, Inc. | 0.06% | Reduce -1.5% | 5,955 | $680K |
| Pathway Financial Advisors LLC | 0.18% | Reduce -0.8% | 5,950 | $679K |
| Retirement Income Solutions, Inc. | 0.15% | No change | 5,906 | $674K |
| BlueSky Wealth Advisors, LLC | 0.52% | No change | 5,850 | $668K |
| Guidance Capital, Inc. | 0.25% | New | 6,166 | $667K |
| American International Group, Inc. | 0.00% | Reduce -65.7% | 5,800 | $662K |
| Standard Family Office LLC | 0.88% | New | 5,778 | $660K |
| Leavell Investment Management, Inc. | 0.04% | Reduce -12.8% | 5,777 | $659K |
| Wintrust Investments LLC | 0.06% | Reduce -0.5% | 5,764 | $658K |
| HB Wealth Management, LLC | 0.01% | Add +145.2% | 5,722 | $653K |
| Washington Trust Bank | 0.06% | Reduce -52.4% | 5,705 | $651K |
| Freedom Investment Management, Inc. | 0.05% | Reduce -19.8% | 5,694 | $650K |
| First Western Trust Bank | 0.03% | No change | 5,679 | $648K |
| Lazard Asset Management LLC | 0.00% | No change | 5,661 | $646K |
| Total Wealth Planning, LLC | 0.11% | Reduce -5.5% | 5,637 | $643K |
| QRG Capital Management, Inc. | 0.01% | Reduce -0.8% | 5,615 | $641K |
| Ruggaard & Associates LLC | 0.30% | No change | 5,600 | $639K |
| Crestone Asset Management LLC | 0.13% | No change | 5,586 | $638K |
| NTV Asset Management LLC | 0.10% | Add +0.1% | 5,551 | $634K |
| HBK Sorce Advisory LLC | 0.02% | No change | 5,519 | $630K |
| Perigon Wealth Management, LLC | 0.02% | Add +14.4% | 5,510 | $629K |
| White Knight Strategic Wealth Advisors, LLC | 0.65% | No change | 5,505 | $628K |
| Nations Financial Group Inc, /Ia/ | 0.05% | Add +0.0% | 5,502 | $628K |
| Oxford Financial Group, LTD. LLC | 0.04% | Reduce -0.6% | 5,462 | $623K |
| Sharkey, Howes & Javer | 0.10% | No change | 5,442 | $621K |
| Allen Investment Management, LLC | 0.01% | No change | 5,439 | $621K |
| Ballentine Partners, LLC | 0.01% | Reduce -1.4% | 5,434 | $620K |
| Cornerstone Wealth Management, LLC | 0.05% | Add +2.0% | 5,426 | $619K |
| Rossmore Private Capital | 0.08% | Reduce -4.1% | 5,404 | $617K |
| Red Tortoise LLC | 0.34% | Reduce -0.1% | 5,314 | $607K |
| Nicolet Bankshares Inc. | 0.13% | New | 5,305 | $606K |
| Associated Banc-Corp | 0.02% | No change | 5,296 | $604K |
| WealthPLAN Partners, LLC | 0.06% | No change | 5,266 | $601K |
| Investmark Advisory Group LLC | 0.33% | Add +1.2% | 5,211 | $595K |
| Meridian Management Co. | 0.16% | No change | 5,200 | $594K |
| Bailard, Inc. | 0.02% | No change | 5,198 | $593K |
| City Center Advisors, LLC | 0.69% | — | 5,145 | $587K |
| Owen LaRue, LLC | 0.37% | Reduce -14.3% | 5,126 | $585K |
| Halpern Financial, Inc. | 0.17% | No change | 5,196 | $583K |
| Trilogy Capital Inc. | 0.03% | Reduce -17.1% | 5,107 | $583K |
| Viawealth, LLC | 0.36% | No change | 5,086 | $581K |
| Whittier Trust Co. of Nevada Inc. | 0.02% | No change | 5,076 | $579K |
| Gilbert & Cook, Inc. | 0.08% | Add +1.4% | 5,042 | $575K |
| Chicago Wealth Management, Inc. | 0.34% | No change | 5,040 | $575K |
| Manchester Capital Management LLC | 0.07% | No change | 5,014 | $572K |
| Level Four Advisory Services, LLC | 0.03% | No change | 5,370 | $561K |
| Element Wealth, LLC | 0.33% | Add +28.8% | 4,902 | $560K |
| Gries Financial LLC | 0.09% | New | 4,900 | $559K |
| Girard Partners LTD. | 0.05% | Reduce -2.4% | 4,895 | $559K |
| Callan Family Office, LLC | 0.13% | Add +5.0% | 4,867 | $556K |
| Aire Advisors, LLC | 0.12% | Add +0.0% | 4,822 | $551K |
| Providence Capital Advisors, LLC | 0.12% | No change | 4,808 | $549K |
| FDx Advisors, Inc. | 0.08% | Reduce -2.0% | 4,798 | $548K |
| Evoke Wealth, LLC | 0.02% | New | 4,767 | $544K |
| First International Bank & Trust | 0.19% | No change | 4,745 | $542K |
| Essex Bank | 0.16% | No change | 5,163 | $539K |
| Flagship Private Wealth, LLC | 0.35% | Add +0.1% | 4,701 | $537K |
| Cooper Financial Group | 0.09% | Reduce -0.7% | 4,688 | $535K |
| Principle Wealth Partners LLC | 0.04% | No change | 4,670 | $533K |
| Walled Lake Planning & Wealth Management, LLC | 0.22% | Add +19.6% | 4,657 | $532K |
| Maryland Capital Advisors Inc. | 0.33% | No change | 4,656 | $531K |
| Jackson Hole Capital Partners, LLC | 0.12% | No change | 4,608 | $526K |
| Mosaic Family Wealth Partners, LLC | 0.09% | Reduce -1.2% | 4,606 | $526K |
| Values Added Financial LLC | 0.41% | No change | 4,603 | $525K |
| Pure Financial Advisors, LLC | 0.02% | Add +23.3% | 4,573 | $522K |
| Principal Securities, Inc. | 0.02% | Add +66.6% | 4,568 | $521K |
| Prestige Wealth Management Group LLC | 0.11% | Reduce -6.9% | 4,554 | $520K |
| Millennium Management | 0.00% | Reduce -88.3% | 4,541 | $518K |
| Focus Financial Network, Inc. | 0.02% | — | 4,799 | $511K |
| Oarsman Capital, Inc. | 0.12% | Add +15.4% | 4,465 | $510K |
| Vaughan David Investments LLC | 0.01% | Add +3.3% | 4,449 | $508K |
| Financial Insights, Inc. | 0.14% | Reduce -6.2% | 4,411 | $503K |
| Stegner Investment Associates Inc. | 0.37% | No change | 4,405 | $503K |
| Trust Co. of Vermont | 0.03% | No change | 4,389 | $501K |
| Householder Group Estate & Retirement Specialist, LLC | 0.15% | Add +7.2% | 4,372 | $499K |
| DAVENPORT & Co LLC | 0.00% | Reduce -6.2% | 4,347 | $496K |
| Flagstar Securities, Inc. | 0.14% | Reduce -6.7% | 4,308 | $492K |
| Liberty Capital Management, Inc. | 0.12% | Reduce -1.1% | 4,299 | $491K |
| Berkshire Asset Management LLC | 0.03% | No change | 4,296 | $490K |
| Trail Ridge Investment Advisors, LLC | 0.28% | No change | 4,264 | $487K |
| Bragg Financial Advisors, Inc | 0.02% | Add +1.1% | 4,245 | $485K |
| Icon Wealth Advisors, LLC | 0.04% | Add +0.0% | 4,209 | $480K |
| Peterson Financial Group, Inc. | 3.13% | Reduce -6.9% | 4,206 | $480K |
| IRON Financial LLC | 0.27% | Reduce -3.0% | 4,196 | $479K |
| Idaho Trust Co | 0.46% | New | 4,164 | $475K |
| Fingerlakes Wealth Management, Inc. | 0.46% | Add +0.1% | 4,164 | $475K |
| JPL Wealth Management, LLC | 0.26% | Add +52.6% | 4,131 | $472K |
| First Command Advisory Services, Inc. | 0.00% | Reduce -19.0% | 4,128 | $471K |
| Prairie Wealth Advisors, Inc. | 0.22% | — | 4,080 | $466K |
| Westmount Partners, LLC | 0.17% | Add +0.0% | 4,058 | $463K |
| Integrated Advisors Network LLC | 0.02% | Reduce -13.9% | 4,046 | $462K |
| Cohen Capital Management, Inc. | 0.08% | Reduce -20.6% | 4,036 | $461K |
| Baldwin Wealth Partners LLC | 0.03% | Reduce -13.7% | 4,020 | $459K |
| Adero Partners, LLC | 0.03% | No change | 4,000 | $457K |
| Davis R M Inc. | 0.01% | No change | 4,000 | $457K |
| Wolff Financial Management LLC | 0.13% | Reduce -2.9% | 3,991 | $456K |
| Skyline Advisors, Inc. | 0.20% | Add +0.1% | 3,987 | $455K |
| Edmond DE Rothschild Holding S.A. | 0.01% | Add +66.7% | 3,982 | $455K |
| L. Roy Papp & Associates, LLP | 0.05% | Add +6.7% | 3,975 | $454K |
| Steph & Co. | 0.16% | Reduce -1.6% | 3,970 | $453K |
| Flputnam Investment Management Co. | 0.01% | Reduce -15.9% | 3,957 | $452K |
| Clearstead Advisors, LLC | 0.02% | Reduce -1.4% | 4,093 | $450K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -67.5% | 3,931 | $449K |
| Motco | 0.03% | Add +64550.0% | 3,879 | $443K |
| Burt Wealth Advisors | 0.11% | No change | 3,876 | $442K |
| Lodestar Private Asset Management LLC | 0.06% | Add +0.2% | 3,860 | $441K |
| Nicolet Advisory Services, LLC | 0.04% | No change | 3,867 | $436K |
| Apollon Wealth Management, LLC | 0.01% | Add +23.8% | 3,823 | $436K |
| Kintra Wealth, LLC | 0.32% | Reduce -9.2% | 3,755 | $429K |
| Middleton & Co. Inc. | 0.05% | No change | 3,742 | $427K |
| Sage Capital Advisors,llc | 0.12% | No change | 3,728 | $426K |
| Evercore Wealth Management, LLC | 0.01% | Add +10.4% | 3,712 | $424K |
| Cynosure Group, LLC | 0.08% | Add +0.1% | 3,686 | $421K |
| LJI Wealth Management, LLC | 0.11% | Add +10.1% | 3,686 | $421K |
| GYL Financial Synergies, LLC | 0.03% | Reduce -8.7% | 3,672 | $419K |
| St. Clair Advisors, LLC | 0.14% | No change | 3,658 | $418K |
| SpiderRock Advisors, LLC | 0.01% | — | 3,734 | $416K |
| Rovin Capital /Ut/ | 0.17% | Add +36.6% | 3,633 | $415K |
| SkyOak Wealth, LLC | 0.10% | Add +3.2% | 3,633 | $415K |
| Ullmann Wealth Partners Group, LLC | 0.06% | Add +0.0% | 3,629 | $414K |
| CW Advisors, LLC | 0.01% | Reduce -97.7% | 3,625 | $414K |
| FF Advisors,LLC | 0.29% | No change | 3,620 | $413K |
| HFG Advisors, Inc. | 0.36% | No change | 3,600 | $411K |
| Sage Mountain Advisors LLC | 0.04% | Add +0.0% | 3,585 | $409K |
| White Lighthouse Investment Management Inc. | 0.08% | Reduce -3.8% | 3,580 | $409K |
| Moss Adams Wealth Advisors LLC | 0.07% | Reduce -1.8% | 3,573 | $408K |
| Private Capital Management LLC | 0.09% | Add +3.5% | 3,573 | $408K |
| Florida Trust Wealth Management Co | 0.01% | No change | 3,560 | $406K |
| Elevated Capital Advisors, LLC | 0.12% | Reduce -89.8% | 3,551 | $405K |
| BlueChip Wealth Advisors LLC | 0.26% | No change | 3,544 | $405K |
| Annex Advisory Services, LLC | 0.01% | New | 3,540 | $404K |
| Mitchell McLeod Pugh & Williams Inc. | 0.10% | Reduce -0.7% | 3,535 | $403K |
| Smith, Moore & Co. | 0.04% | Reduce -4.7% | 3,524 | $402K |
| Quadrant Capital Group LLC | 0.03% | Add +5.4% | 3,520 | $402K |
| Rothschild Capital Partners, LLC | 0.12% | Add +36.6% | 3,500 | $399K |
| KKM Financial LLC | 0.19% | New | 3,481 | $397K |
| OneDigital Investment Advisors LLC | 0.01% | Add +0.0% | 3,477 | $397K |
| Wittenberg Investment Management, Inc. | 0.14% | No change | 3,453 | $394K |
| Signet Financial Management, LLC | 0.05% | Reduce -7.3% | 3,423 | $391K |
| Clark Capital Management Group, Inc. | 0.00% | No change | 3,416 | $390K |
| FreeGulliver LLC | 0.35% | Add +0.1% | 3,412 | $390K |
| Partners in Financial Planning | 0.09% | No change | 3,403 | $388K |
| Old North State Trust, LLC | 0.33% | — | 3,394 | $387K |
| Csenge Advisory Group | 0.02% | Add +29.2% | 3,365 | $384K |
| MAS Advisors LLC | 0.44% | No change | 3,356 | $383K |
| Armor Investment Advisors, LLC | 0.18% | No change | 3,347 | $382K |
| Founders Financial Securities LLC | 0.04% | Add +4.6% | 3,328 | $380K |
| Parsons Capital Management Inc. | 0.03% | No change | 3,281 | $374K |
| Oxbow Advisors, LLC | 0.05% | Add +13.9% | 3,280 | $374K |
| BCGM Wealth Management, LLC | 0.13% | No change | 3,275 | $374K |
| Texas Capital Bank Wealth Management Services Inc | 0.04% | Reduce -11.1% | 3,253 | $371K |
| Caldwell Trust Co | 0.04% | No change | 3,248 | $371K |
| True North Advisors, LLC | 0.10% | Reduce -7.2% | 3,240 | $370K |
| Mayflower Financial Advisors, LLC | 0.06% | Add +20.6% | 3,227 | $368K |
| Paladin Advisory Group, LLC | 0.29% | Reduce -3.7% | 3,241 | $368K |
| Delta Financial Group, Inc. | 0.11% | Add +0.1% | 3,198 | $365K |
| Cherry Tree Wealth Management, LLC | 0.09% | Reduce -8.9% | 3,191 | $364K |
| NWF Advisory Services Inc. | 0.06% | Add +20.4% | 3,186 | $364K |
| Stratos Wealth Advisors, LLC | 0.02% | Reduce -39.5% | 3,178 | $363K |
| Bourgeon Capital Management LLC | 0.07% | No change | 3,151 | $360K |
| Madison Asset Management, LLC | 0.00% | No change | 3,128 | $357K |
| PFG Advisors | 0.03% | New | 3,125 | $357K |
| WealthTrust Axiom LLC | 0.11% | No change | 3,116 | $356K |
| Capital Advisors, Ltd. LLC | 0.05% | No change | 3,108 | $355K |
| Capital Advisors Inc. | 0.01% | Add +40.7% | 3,110 | $355K |
| Fayez Sarofim & Co | 0.00% | Reduce -49.1% | 3,108 | $355K |
| Texas Yale Capital Corp. | 0.02% | No change | 3,090 | $353K |
| Twin Peaks Wealth Advisors, LLC | 0.20% | Add +57.1% | 3,089 | $353K |
| American Financial & Tax Strategies Inc. | 0.19% | Reduce -1.8% | 3,089 | $353K |
| United Capital Management of KS, Inc. | 0.08% | Reduce -21.5% | 3,085 | $352K |
| Fiera Capital Corp | 0.00% | Reduce -12.9% | 3,078 | $351K |
| Carolinas Wealth Consulting LLC | 0.07% | Add +0.1% | 3,069 | $350K |
| Midland Wealth Advisors, LLC | 0.02% | No change | 3,049 | $348K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.01% | Reduce -5.3% | 3,016 | $344K |
| Emfo, LLC | 0.31% | No change | 2,988 | $341K |
| Wealth Alliance, LLC | 0.04% | Add +15.3% | 2,973 | $339K |
| Unionview, LLC | 0.28% | Add +0.0% | 2,945 | $336K |
| Cibc World Market Inc. | 0.00% | No change | 2,947 | $336K |
| White Pine Capital LLC | 0.13% | Reduce -6.0% | 3,122 | $335K |
| Redhawk Wealth Advisors, Inc. | 0.05% | Add +0.1% | 2,934 | $335K |
| TNF LLC | 0.13% | Add +0.1% | 3,085 | $335K |
| Continuum Advisory, LLC | 0.05% | New | 3,035 | $334K |
| Citizens Financial Group Inc. | 0.01% | Reduce -3.0% | 2,890 | $330K |
| Estate Counselors, LLC | 0.04% | Reduce -94.8% | 2,885 | $329K |
| Prosperity Planning, Inc. | 0.16% | Reduce -2.1% | 2,884 | $329K |
| Madison Wealth Partners, Inc | 0.12% | No change | 2,868 | $327K |
| KilterHowling LLC | 0.23% | Add +0.1% | 2,857 | $326K |
| Braun-Bostich & Associates Inc. | 0.27% | No change | 2,854 | $326K |
| City Holding Co. | 0.05% | Add +3.1% | 2,849 | $325K |
| Stratos Investment Management, LLC | 0.03% | Reduce -14.2% | 2,837 | $324K |
| Orgel Wealth Management, LLC | 0.01% | Reduce -12.1% | 2,837 | $324K |
| Mgo One Seven LLC | 0.02% | New | 2,834 | $323K |
| Spirepoint Private Client, LLC | 0.05% | — | 2,811 | $321K |
| Sage Rhino Capital LLC | 0.08% | No change | 2,810 | $321K |
| Cahill Wealth Management, LLC | 0.19% | Reduce -2.2% | 2,800 | $320K |
| Caprock Group, LLC | 0.02% | Add +7.9% | 2,777 | $317K |
| Syntegra Private Wealth Group, LLC | 0.04% | Reduce -6.2% | 2,767 | $316K |
| Busey Bank | 0.01% | Reduce -15.7% | 2,760 | $315K |
| Clayton Financial Group LLC | 0.14% | New | 2,759 | $315K |
| Valued Retirements, Inc. | 0.50% | Add +0.0% | 2,732 | $312K |
| Farmers & Merchants Trust Co of Chambersburg PA | 0.13% | Add +50.8% | 2,727 | $311K |
| LifePlan Investment Advisors, Inc. | 0.25% | No change | 2,718 | $310K |
| Legacy Advisors, LLC | 0.04% | New | 2,708 | $309K |
| Stiles Financial Services Inc | 0.12% | No change | 2,700 | $308K |
| First Financial Corp. | 0.15% | No change | 2,657 | $303K |
| Arcadia Investment Management Corp. | 0.05% | Add +43.2% | 2,650 | $302K |
| N.E.W. Advisory Services LLC | 0.03% | No change | 2,648 | $302K |
| Fernwood Investment Management, LLC | 0.09% | No change | 2,640 | $301K |
| Advisory Resource Group | 0.07% | Add +14.9% | 2,621 | $299K |
| YHB Investment Advisors, Inc. | 0.03% | No change | 2,619 | $299K |
| Smith Chas P & Associates Pa Cpas | 0.02% | No change | 2,618 | $299K |
| Amplius Wealth Advisors, LLC | 0.03% | Reduce -0.5% | 2,613 | $298K |
| TrueWealth Advisors, LLC | 0.11% | No change | 2,552 | $291K |
| Aprio Wealth Management, LLC | 0.06% | Reduce -77.4% | 2,547 | $291K |
| Gryphon Financial Partners LLC | 0.05% | Reduce -6.4% | 2,530 | $289K |
| Planning Capital Management Corp | 0.21% | Add +30.3% | 2,526 | $288K |
| Fifth Third Wealth Advisors LLC | 0.04% | Reduce -54.4% | 2,526 | $288K |
| Carnegie Investment Counsel | 0.01% | Reduce -7.8% | 2,513 | $287K |
| Advisor OS, LLC | 0.03% | New | 2,506 | $286K |
| Smithfield Trust Co | 0.02% | No change | 2,495 | $286K |
| CRA Financial Services, LLC | 0.06% | No change | 2,505 | $286K |
| PDS Planning, Inc | 0.03% | Add +0.1% | 2,501 | $285K |
| Uptick Partners, LLC | 0.22% | Reduce -8.3% | 2,488 | $284K |
| Websterrogers Financial Advisors, LLC | 0.10% | No change | 2,450 | $280K |
| Hazlett, Burt & Watson, Inc. | 0.17% | No change | 2,441 | $279K |
| Vista Capital Partners, Inc. | 0.03% | No change | 2,434 | $278K |
| Kendall Capital Management | 0.10% | No change | 2,420 | $276K |
| Pacific Sun Financial Corp | 0.16% | No change | 2,409 | $275K |
| MassMutual Private Wealth & Trust, FSB | 0.01% | Add +11.9% | 2,405 | $275K |
| Pioneer Trust Bank N A | 0.08% | No change | 2,400 | $274K |
| Elevation Point Wealth Partners, LLC | 0.02% | Reduce -58.1% | 2,400 | $274K |
| Cahill Financial Advisors Inc. | 0.04% | Add +0.0% | 2,372 | $271K |
| CCG Wealth Management, LLC | 0.16% | No change | 2,371 | $271K |
| Edge Financial Advisors LLC | 0.24% | — | 2,371 | $271K |
| Gen-Wealth Partners Inc | 0.13% | — | 2,355 | $269K |
| LRI Investments, LLC | 0.07% | — | 2,350 | $268K |
| Stage Harbor Financial, LLC | 0.24% | Reduce -10.7% | 2,340 | $267K |
| Advisory Alpha, LLC | 0.01% | Add +5.6% | 2,338 | $267K |
| Guardian Asset Advisors, LLC | 0.22% | Reduce -21.5% | 2,325 | $265K |
| Latitude Advisors, LLC | 0.17% | Add +17.6% | 2,320 | $265K |
| WealthShield Partners, LLC | 0.04% | Reduce -4.1% | 2,320 | $265K |
| J. W. Coons Advisors, LLC | 0.05% | Add +0.0% | 2,315 | $264K |
| Goelzer Investment Management, Inc. | 0.01% | Reduce -0.7% | 2,277 | $260K |
| Financial Perspectives, Inc | 0.10% | No change | 2,268 | $259K |
| Monarch Capital Management Inc. | 0.07% | No change | 2,256 | $258K |
| Trexquant Investment LP | 0.01% | New | 2,252 | $257K |
| CGN Advisors LLC | 0.03% | Reduce -2.8% | 2,251 | $257K |
| Ironwood Investment Counsel, LLC | 0.04% | No change | 2,250 | $257K |
| Fisher Asset Management | 0.00% | New | 2,248 | $257K |
| Grove Bank & Trust | 0.04% | Add +87.2% | 2,246 | $256K |
| JFS Wealth Advisors, LLC | 0.02% | Add +1116.8% | 2,239 | $256K |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 0.11% | Reduce -17.3% | 2,355 | $255K |
| Cascade Financial Partners, LLC | 0.04% | — | 2,323 | $255K |
| Geneva Capital Management LLC | 0.00% | Reduce -88.4% | 2,225 | $254K |
| Oakworth Capital, Inc. | 0.02% | No change | 2,224 | $254K |
| Performance Wealth Partners, LLC | 0.01% | No change | 2,218 | $253K |
| C2C Wealth Management, LLC | 0.25% | No change | 2,213 | $253K |
| Visionary Wealth Advisors | 0.02% | Reduce -1.8% | 2,206 | $252K |
| McDonald Partners LLC | 0.07% | Reduce -6.7% | 2,200 | $251K |
| DT Investment Partners, LLC | 0.03% | No change | 2,197 | $251K |
| Stephen J. Garry & Associates, LLC | 0.26% | No change | 2,187 | $250K |
| Schechter Investment Advisors, LLC | 0.02% | No change | 2,183 | $249K |
| Clearbridge Investments, LLC | 0.00% | Reduce -8.2% | 2,180 | $249K |
| 1900 Wealth Management LLC | 0.02% | Reduce -2.6% | 2,169 | $248K |
| Breakwater Capital Group | 0.06% | No change | 2,166 | $247K |
| Financial Sense Advisors, Inc. | 0.09% | New | 2,152 | $246K |
| MainStreet Investment Advisors LLC | 0.03% | No change | 2,150 | $245K |
| Centaurus Financial, Inc. | 0.02% | Reduce -5.0% | 2,148 | $245K |
| CIC Wealth, LLC | 0.07% | No change | 2,138 | $244K |
| International Assets Investment Management, LLC | 0.03% | New | 2,140 | $243K |
| Flagship Harbor Advisors, LLC | 0.02% | Add +0.9% | 2,124 | $242K |
| Eubel Brady & Suttman Asset Management Inc. | 0.03% | No change | 2,120 | $242K |
| Hyman Charles D | 0.01% | No change | 2,117 | $242K |
| Brady Family Wealth, LLC | 0.08% | No change | 2,115 | $241K |
| Rockbridge Investment Management, LCC | 0.04% | No change | 2,106 | $240K |
| RVW Wealth, LLC | 0.02% | No change | 2,105 | $240K |
| Shepherd Financial Partners LLC | 0.03% | No change | 2,104 | $240K |
| PFG Investments, LLC | 0.01% | Add +6.5% | 2,103 | $240K |
| Betterment LLC | 0.00% | Reduce -23.2% | 2,100 | $240K |
| Arbor Investment Advisors, LLC | 0.04% | New | 2,102 | $240K |
| 17 Capital Partners, LLC | 0.18% | No change | 2,092 | $239K |
| Cozad Asset Management Inc. | 0.02% | New | 2,088 | $238K |
| Bryn Mawr Trust Advisors, LLC | 0.01% | No change | 2,081 | $238K |
| Insight Advisors, LLC/ PA | 0.05% | Add +1.0% | 2,068 | $236K |
| Garde Capital, Inc. | 0.02% | No change | 2,074 | $236K |
| KPP Advisory Services LLC | 0.06% | New | 2,066 | $236K |
| Foundation Wealth Management, LLC | 0.19% | No change | 2,052 | $234K |
| Portland Global Advisors LLC | 0.03% | No change | 2,026 | $231K |
| Thoroughbred Financial Services, LLC | 0.02% | Reduce -60.4% | 2,020 | $230K |
| Trivium Point Advisory, LLC | 0.05% | No change | 2,015 | $230K |
| Shared Vision Wealth Group LLC | 0.14% | No change | 2,008 | $229K |
| Keystone Wealth Services, LLC | 0.07% | Reduce -0.8% | 2,006 | $229K |
| Montz Harcus Wealth Management LLC | 0.15% | Add +0.1% | 2,003 | $229K |
| West Michigan Advisors, LLC | 0.07% | Reduce -9.6% | 2,001 | $228K |
| GUNN & Co INVESTMENT MANAGEMENT, INC. | 0.17% | Reduce -23.6% | 2,000 | $228K |
| Wedmont Private Capital | 0.02% | Add +0.1% | 2,020 | $228K |
| Beacon Financial Advisory LLC | 0.11% | New | 1,993 | $227K |
| High Falls Advisors, Inc | 0.06% | New | 1,952 | $223K |
| &partners | 0.03% | New | 1,950 | $223K |
| SteelPeak Wealth, LLC | 0.01% | Add +0.2% | 1,950 | $223K |
| Towercrest Capital Management | 0.04% | Reduce -8.6% | 1,947 | $222K |
| Scotia Capital Inc. | 0.00% | Reduce -5.1% | 1,940 | $221K |
| Imprint Wealth LLC | 0.05% | New | 1,939 | $220K |
| Cypress Capital Group | 0.03% | Reduce -80.7% | 1,922 | $219K |
| TCP Asset Management, LLC | 0.06% | New | 1,921 | $219K |
| Pps&v Asset Management Consultants, Inc. | 0.16% | Reduce -15.9% | 1,907 | $218K |
| Independence Bank of Kentucky | 0.07% | Add +64.5% | 1,901 | $217K |
| Welch & Forbes LLC | 0.00% | Reduce -8.5% | 1,873 | $214K |
| SeaCrest Wealth Management, LLC | 0.03% | Reduce -31.4% | 1,865 | $213K |
| Retirement Planning Group, LLC | 0.02% | New | 1,857 | $212K |
| Windsor Capital Management, LLC | 0.07% | New | 1,856 | $212K |
| Henrickson Nauta Wealth Advisors, Inc. | 0.09% | New | 1,902 | $212K |
| Theory Financial LLC | 0.11% | New | 1,847 | $211K |
| Plancorp, LLC | 0.01% | New | 1,846 | $211K |
| Lake Street Advisors Group, LLC | 0.01% | Reduce -5.5% | 1,840 | $210K |
| Financial Advocates Investment Management | 0.01% | New | 1,838 | $209K |
| Abbrea Capital, LLC | 0.03% | New | 1,830 | $209K |
| Shira Ridge Wealth Management | 0.12% | New | 1,831 | $209K |
| WMS Partners, LLC | 0.01% | Reduce -9.7% | 1,826 | $208K |
| Empower Advisory Group, LLC | 0.00% | New | 1,826 | $208K |
| Philadelphia Trust Co. | 0.02% | New | 1,826 | $208K |
| American State Bank (Iowa) | 0.14% | No change | 1,820 | $208K |
| Waterloo Capital, L.P. | 0.03% | Reduce -7.6% | 1,820 | $208K |
| Kowal Investment Group, LLC | 0.04% | New | 1,815 | $207K |
| Mill Capital Management, LLC | 0.02% | No change | 1,815 | $207K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | New | 1,815 | $207K |
| Creative Financial Designs Inc. | 0.02% | No change | 1,812 | $207K |
| Hollencrest Capital Management | 0.01% | No change | 1,812 | $207K |
| Journey Strategic Wealth LLC | 0.01% | Reduce -12.3% | 1,811 | $207K |
| Wedbush Securities Inc. | 0.01% | New | 1,806 | $206K |
| Von Berge Wealth Management Group, LLC | 0.13% | New | 1,800 | $205K |
| LongView Wealth Management | 0.08% | New | 1,792 | $205K |
| Mason & Associates Inc | 0.05% | New | 1,792 | $205K |
| One Wealth Management Investment & Advisory Services, LLC | 0.08% | New | 1,777 | $203K |
| American Money Management, LLC | 0.04% | Reduce -16.6% | 1,772 | $202K |
| Roman Butler Fullerton & Co. | 0.08% | Reduce -11.6% | 1,891 | $202K |
| McNaughton Wealth Management, LLC | 0.11% | New | 1,761 | $201K |
| Monetary Management Group Inc. | 0.06% | No change | 1,750 | $200K |
| VitalStone Financial, LLC | 0.15% | No change | 1,725 | $197K |
| LGT Financial Advisors LLC | 0.23% | Reduce -1.1% | 1,697 | $194K |
| BOK Financial Private Wealth, Inc. | 0.01% | No change | 1,696 | $194K |
| Mather Group, Llc. | 0.00% | New | 1,846 | $193K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +43.0% | 1,688 | $193K |
| Montag A & Associates Inc. | 0.01% | No change | 1,675 | $191K |
| Salem Investment Counselors Inc. | 0.01% | No change | 1,670 | $191K |
| Sugarloaf Wealth Management, LLC | 0.04% | No change | 1,668 | $190K |
| Trivant Custom Portfolio Group, LLC | 0.12% | Reduce -0.1% | 1,660 | $189K |
| HBC Financial Services, PLLC | 0.12% | No change | 1,700 | $182K |
| Deutsche Bank AG | 0.00% | No change | 1,566 | $179K |
| Acropolis Investment Management, LLC | 0.01% | No change | 1,564 | $179K |
| Duncker Streett & Co. Inc. | 0.03% | No change | 1,540 | $176K |
| Cambridge Trust Co. | 0.01% | Reduce -34.4% | 1,521 | $174K |
| Hills Bank & Trust Co | 0.01% | No change | 1,513 | $173K |
| CarsonAllaria Wealth Management, Ltd. | 0.11% | Add +749.4% | 1,512 | $173K |
| Performa Ltd (US), LLC | 0.07% | Add +0.1% | 1,450 | $166K |
| Koesten, Hirschmann & Crabtree, INC. | 0.11% | New | 1,442 | $165K |
| Tompkins Financial Corp. | 0.02% | Reduce -12.1% | 1,427 | $163K |
| Blue Trust, Inc. | 0.00% | Reduce -31.1% | 1,425 | $163K |
| Milestone Investment Advisors LLC | 0.04% | No change | 1,415 | $162K |
| Pineridge Advisors LLC | 0.06% | Reduce -28.5% | 1,409 | $161K |
| SOA Wealth Advisors, LLC. | 0.03% | Add +0.1% | 1,406 | $160K |
| Pin Oak Investment Advisors Inc. | 0.15% | No change | 1,389 | $159K |
| Evensky & Katz LLC | 0.01% | Add +0.1% | 1,363 | $156K |
| Perkins Coie Trust Co | 0.04% | No change | 1,346 | $154K |
| Arcadia Investment Advisors LLC | 0.09% | Reduce -11.9% | 1,323 | $151K |
| Parkside Financial Bank & Trust | 0.02% | Reduce -8.8% | 1,302 | $149K |
| Janiczek Wealth Management, LLC | 0.03% | No change | 1,275 | $146K |
| Salomon & Ludwin, LLC | 0.01% | Add +33.8% | 1,259 | $144K |
| Ballast Advisors LLC | 0.05% | No change | 1,191 | $136K |
| Trifecta Capital Advisors, LLC | 0.03% | New | 1,146 | $131K |
| Pension & Wealth Management Advisors, Inc. | 0.09% | Add +0.1% | 1,140 | $130K |
| Atlantic Edge Private Wealth Management, LLC | 0.04% | No change | 1,140 | $130K |
| ICA Group Wealth Management, LLC | 0.03% | Add +7.0% | 1,139 | $130K |
| Bogart Wealth, LLC | 0.01% | Reduce -1.7% | 1,137 | $130K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | Add +5.6% | 1,185 | $126K |
| CoreFirst Bank & Trust | 0.08% | No change | 1,096 | $125K |
| Biltmore Family Office, LLC | 0.02% | Add +9.6% | 1,096 | $125K |
| Union Savings Bank | 0.07% | No change | 1,092 | $125K |
| Retirement Group, LLC | 0.04% | No change | 1,061 | $121K |
| Bare Financial Services, Inc | 0.11% | New | 1,103 | $119K |
| Trust Co | 0.02% | No change | 1,018 | $116K |
| POM Investment Strategies, LLC | 0.09% | Reduce -99.1% | 1,012 | $116K |
| Aptus Capital Advisors, LLC | 0.00% | Add +22.5% | 1,003 | $114K |
| New Covenant Trust Company, N.A. | 0.11% | — | 1,000 | $114K |
| Evermay Wealth Management LLC | 0.02% | No change | 1,000 | $114K |
| WASHINGTON TRUST Co | 0.00% | Add +310.3% | 952 | $109K |
| Woodmont Investment Counsel LLC | 0.01% | New | 949 | $108K |
| MidAtlantic Capital Management, Inc. | 0.09% | No change | 912 | $104K |
| Matrix Private Capital Group LLC | 0.07% | No change | 900 | $103K |
| Ramirez Asset Management, Inc. | 0.02% | No change | 900 | $103K |
| GPS Wealth Strategies Group, LLC | 0.02% | Add +144.8% | 891 | $102K |
| Sunbelt Securities, Inc. | 0.01% | No change | 872 | $100K |
| National Bank of Canada | 0.00% | Add +6.4% | 883 | $97K |
| Raffa Wealth Management, LLC | 0.03% | No change | 844 | $96K |
| PSI Advisors, LLC | 0.03% | No change | 837 | $96K |
| Jackson, Grant Investment Advisers, Inc. | 0.04% | Add +0.1% | 835 | $95K |
| WealthCollab, LLC | 0.07% | No change | 824 | $94K |
| Sound Income Strategies, LLC | 0.01% | Add +23.1% | 816 | $93K |
| Sittner & Nelson, LLC | 0.05% | No change | 800 | $91K |
| Colonial Trust Advisors | 0.01% | No change | 800 | $91K |
| Northwest Investment Counselors, LLC | 0.02% | New | 792 | $90K |
| Benjamin F. Edwards & Company, Inc. | 0.00% | Reduce -20.9% | 718 | $82K |
| Integrity Financial Corp | 0.06% | No change | 712 | $81K |
| Washington Trust Advisors, Inc. | 0.01% | No change | 701 | $80K |
| Knott David M Jr | 0.03% | No change | 695 | $79K |
| North Star Investment Management Corp. | 0.01% | No change | 690 | $79K |
| Pinnacle Bancorp, Inc. | 0.02% | No change | 683 | $78K |
| SYM FINANCIAL Corp | 0.01% | No change | 676 | $77K |
| FinTrust Capital Advisors, LLC | 0.01% | No change | 657 | $75K |
| Game Plan Financial Advisors, LLC | 0.04% | No change | 648 | $74K |
| Hanson & Doremus Investment Management | 0.01% | No change | 628 | $72K |
| Gleason Group, Inc. | 0.01% | Add +0.2% | 624 | $71K |
| Clarkston Capital Partners, LLC | 0.00% | No change | 587 | $67K |
| Beacon Capital Management, LLC | 0.01% | Add +162.3% | 577 | $66K |
| Stephens Consulting, LLC | 0.02% | Add +0.2% | 574 | $65K |
| Archer Investment Corp | 0.02% | No change | 571 | $65K |
| Elevation Wealth Partners, LLC | 0.03% | Add +0.2% | 570 | $65K |
| Asset Dedication, LLC | 0.00% | No change | 550 | $64K |
| Pflug Koory, LLC | 0.00% | No change | 560 | $64K |
| TCTC Holdings, LLC | 0.00% | No change | 550 | $63K |
| Guardian Wealth Advisors, LLC / NC | 0.01% | No change | 546 | $62K |
| Howe & Rusling Inc. | 0.01% | Reduce -2.6% | 525 | $60K |
| Voisard Asset Management Group, Inc. | 0.03% | No change | 520 | $59K |
| S.A. Mason LLC | 0.04% | No change | 515 | $59K |
| Bank of New Hampshire | 0.02% | No change | 512 | $58K |
| Glassman Wealth Services | 0.01% | No change | 494 | $56K |
| Hamilton Point Investment Advisors, LLC | 0.01% | No change | 472 | $54K |
| AlphaMark Advisors, LLC | 0.02% | No change | 466 | $53K |
| Atwood & Palmer Inc. | 0.00% | No change | 460 | $53K |
| Mechanics Financial Corp | 0.03% | No change | 456 | $52K |
| Farther Finance Advisors, LLC | 0.00% | Add +16.9% | 450 | $51K |
| Financial Gravity Asset Management, Inc. | 0.01% | Reduce -0.7% | 449 | $47K |
| Gradient Investments LLC | 0.00% | Reduce -33.1% | 404 | $46K |
| Coston, McIsaac & Partners | 0.01% | No change | 405 | $46K |
| Oliver Lagore Vanvalin Investment Group | 0.01% | Reduce -44.5% | 401 | $46K |
| Palisade Asset Management, LLC | 0.00% | New | 400 | $46K |
| Pittenger & Anderson Inc. | 0.00% | No change | 400 | $46K |
| Northwest Capital Management Inc | 0.01% | No change | 396 | $45K |
| Horizons Wealth Management | 0.03% | No change | 426 | $45K |
| Indiana Trust & Investment Management Co | 0.02% | No change | 383 | $44K |
| Richard W. Paul & Associates, LLC | 0.02% | Reduce -1.8% | 333 | $38K |
| Concord Wealth Partners | 0.01% | Reduce -23.8% | 330 | $38K |
| Global Assets Advisory, LLC | 0.02% | New | 331 | $38K |
| Northwest Bank & Trust Co | 0.03% | No change | 342 | $37K |
| Carmichael Hill & Associates, Inc. | 0.01% | No change | 316 | $36K |
| Richardson Financial Services Inc. | 0.02% | No change | 304 | $35K |
| JNBA Financial Advisors | 0.00% | No change | 301 | $34K |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 326 | $34K |
| Kiely Wealth Advisory Group, Inc. | 0.02% | No change | 308 | $34K |
| Roble, Belko & Company, Inc | 0.01% | No change | 286 | $33K |
| Register Financial Advisors LLC | 0.02% | No change | 284 | $32K |
| New Republic Capital, LLC | 0.02% | No change | 275 | $31K |
| Smartleaf Asset Management LLC | 0.01% | No change | 273 | $31K |
| Syntax Research, Inc. | 0.02% | No change | 262 | $30K |
| West Branch Capital LLC | 0.01% | No change | 259 | $30K |
| Anfield Capital Management, LLC | 0.01% | New | 258 | $29K |
| CNB Bank | 0.01% | Add +970.8% | 257 | $29K |
| Founders Financial Alliance, LLC | 0.01% | No change | 256 | $29K |
| Avion Wealth | 0.01% | New | 248 | $29K |
| DHJJ Financial Advisors, Ltd. | 0.01% | No change | 232 | $27K |
| Venturi Wealth Management, LLC | 0.00% | No change | 230 | $26K |
| Rise Advisors, LLC | 0.01% | Add +0.5% | 225 | $26K |
| Laurel Wealth Advisors LLC | 0.00% | New | 222 | $25K |
| Capital Investment Advisory Services, LLC | 0.00% | Add +40.4% | 219 | $25K |
| Wolff Wiese Magana LLC | 0.02% | No change | 218 | $25K |
| Tyler-Stone Wealth Management | 0.01% | No change | 214 | $24K |
| TFC Financial Management, Inc. | 0.00% | Reduce -65.0% | 202 | $23K |
| Resources Management Corp. /CT/ | 0.00% | No change | 200 | $23K |
| GoalVest Advisory LLC | 0.01% | Reduce -62.4% | 201 | $23K |
| Plante Moran Financial Advisors, LLC | 0.00% | Reduce -18.4% | 200 | $23K |
| Albion Financial Group | 0.00% | No change | 200 | $23K |
| American National Bank & Trust | 0.00% | No change | 195 | $22K |
| Cape Investment Advisory, Inc. | 0.01% | Add +18.9% | 189 | $22K |
| Delta Asset Management LLC | 0.00% | No change | 180 | $21K |
| CoreCap Advisors, LLC | 0.00% | New | 178 | $20K |
| Ables, Iannone, Moore & Associates, Inc. | 0.01% | No change | 168 | $19K |
| Mascoma Wealth Management LLC | 0.01% | Reduce -32.3% | 168 | $19K |
| Institutional & Family Asset Management, LLC | 0.00% | No change | 167 | $19K |
| Simplex Trading, LLC | 0.00% | New | 171 | $19K |
| Adirondack Trust Co. | 0.01% | No change | 166 | $19K |
| Riverview Trust Co | 0.01% | New | 150 | $17K |
| Lowe Wealth Advisors, LLC | 0.01% | No change | 150 | $17K |
| Castleview Partners, LLC | 0.01% | New | 145 | $17K |
| St Germain D J Co. Inc. | 0.00% | New | 139 | $16K |
| JDM Financial Group LLC | 0.01% | No change | 134 | $15K |
| Mark Sheptoff Financial Planning, LLC | 0.01% | Add +375.0% | 133 | $15K |
| RE Dickinson Investment Advisors, LLC | 0.01% | No change | 130 | $15K |
| PrairieView Partners, LLC | 0.00% | No change | 125 | $15K |
| Mb, Levis & Associates, LLC | 0.01% | No change | 112 | $13K |
| Clear Point Advisors Inc. | 0.01% | No change | 104 | $12K |
| Caldwell Sutter Capital, Inc. | 0.01% | No change | 102 | $12K |
| Windsor Advisory Group, LLC | 0.03% | Reduce -56.6% | 101 | $12K |
| Missouri Trust & Investment Co | 0.00% | No change | 100 | $11K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 100 | $11K |
| Investors Research Corp | 0.00% | No change | 98 | $11K |
| Webster Bank, N. A. | 0.00% | No change | 98 | $11K |
| NFSG Corp | 0.00% | No change | 96 | $11K |
| Field & Main Bank | 0.00% | No change | 90 | $10K |
| Vermillion & White Wealth Management Group, LLC | 0.01% | Reduce -47.0% | 87 | $10K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -20.9% | 87 | $10K |
| Alaska Permanent Capital Management, LLC | 0.00% | No change | 86 | $10K |
| Pacifica Partners Inc. | 0.00% | No change | 82 | $9K |
| IAG Wealth Partners, LLC | 0.00% | New | 78 | $9K |
| Tucker Asset Management LLC | 0.00% | Add +30.4% | 73 | $8K |
| Abound Wealth Management | 0.00% | No change | 69 | $8K |
| Headlands Technologies LLC | 0.00% | New | 69 | $8K |
| PFG Private Wealth Management, LLC | 0.00% | No change | 61 | $7K |
| Provenance Wealth Advisors, LLC | 0.00% | No change | 60 | $7K |
| Pacific Capital Wealth Advisors, Inc. | 0.00% | New | 58 | $7K |
| Anchor Investment Management, LLC | 0.00% | New | 55 | $6K |
| Tidemark, LLC | 0.00% | Reduce -81.4% | 53 | $6K |
| Kozak & Associates, Inc. | 0.00% | Add +1250.0% | 54 | $6K |
| Nemes Rush Group LLC | 0.00% | No change | 51 | $6K |
| Versant Capital Management, Inc | 0.00% | No change | 42 | $5K |
| Eagle Bay Advisors LLC | 0.00% | New | 36 | $4K |
| Hexagon Capital Partners LLC | 0.00% | No change | 36 | $4K |
| Broadwater Capital Management LLC | 0.00% | No change | 32 | $4K |
| MeadowBrook Investment Advisors LLC | 0.00% | No change | 30 | $3K |
| Piscataqua Savings Bank | 0.00% | No change | 30 | $3K |
| Balentine LLC | 0.00% | No change | 29 | $3K |
| HighMark Wealth Management LLC | 0.00% | Add +12.0% | 28 | $3K |
| Centennial Bank | 0.00% | Add +55.6% | 28 | $3K |
| Psagot Value Holdings Ltd. / (Israel) | 0.03% | New | 26 | $3K |
| Kelly Financial Services LLC | 0.00% | No change | 20 | $2K |
| Peachtree Investment Partners, LLC | 0.00% | No change | 19 | $2K |
| Wetzel Investment Advisors, Inc. | 0.00% | No change | 20 | $2K |
| Tower View Wealth Management LLC | 0.00% | No change | 18 | $2K |
| LifeSteps Financial, Inc. | 0.00% | New | 16 | $2K |
| Operose Advisors LLC | 0.00% | New | 14 | $2K |
| Main Street Group, LTD | 0.00% | No change | 12 | $1K |
| Westend Capital Management, LLC | 0.00% | — | 11 | $1K |
| Your Advocates Ltd., LLP | 0.00% | No change | 9 | $1K |
| Transamerica Financial Advisors, LLC | 0.00% | Reduce -100.0% | 4 | $1K |
| Morris Financial Concepts, Inc. | 0.00% | No change | 8 | $913 |
| Mine & Arao Wealth Creation & Management, LLC. | 0.00% | New | 4 | $457 |
"% of holder's portfolio" is IWP's weight in each manager's 13F, not the share of iShares Russell Mid-Cap Grow the manager owns.