iShares Russell Mid-Cap GrowIWPETF
13F holders, Q1 2025 (March 31)1,089holders −48
55new positions
87sold out
4famous investors
$117.33avg. 13F price*
At the end of Q1 2025, 1,089 institutions reported holding iShares Russell Mid-Cap Grow (IWP) in their 13F filings, down 48 from Q4 2024. 55 opened new positions and 87 sold out. The largest holders were Morgan Stanley ($2.2B), Bank of America Corp. ($994.7M) and Wells Fargo & Company ($598.2M). 4 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).
- Company
- iShares Russell Mid-Cap Grow
- CUSIP
- 464287481
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 55 | $265.2M |
| Exits | 87 | $194.9M |
All 13F filers, Q4 2024 → Q1 2025: 8,409,797 shares bought and 5,254,706 shares sold, net +3,155,091 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,089 holders
| Morgan Stanley | 0.15% | Add +1.3% | 18,305,885 | $2.2B |
| Bank of America Corp. | 0.09% | Add +16.3% | 8,466,540 | $994.7M |
| Wells Fargo & Company | 0.14% | Reduce -2.3% | 5,091,554 | $598.2M |
| Jones Financial Companies LLLP | 0.51% | Add +7.1% | 4,861,523 | $571.9M |
| Tiaa Trust, National Association | 1.02% | Reduce -16.4% | 2,793,630 | $328.2M |
| PNC Financial Services Group, Inc. | 0.16% | Reduce -0.8% | 2,665,206 | $313.1M |
| Commonwealth Equity Services, LLC | 0.42% | Add +0.7% | 2,497,849 | $293.5M |
| Ameriprise Financial Inc. | 0.08% | Reduce -2.9% | 2,498,199 | $293.0M |
| LPL Financial LLC | 0.11% | Add +6.7% | 2,298,746 | $270.0M |
| UBS Group AG | 0.06% | Reduce -1.8% | 2,265,787 | $266.2M |
| Cassaday & Co Wealth Management LLC | 6.99% | Reduce -1.1% | 2,115,641 | $248.6M |
| Envestnet Asset Management Inc. | 0.07% | Add +19.0% | 1,929,629 | $226.7M |
| Envestnet Portfolio Solutions, Inc. | 0.82% | Reduce -2.5% | 1,833,962 | $215.5M |
| Commerce Bank | 1.33% | Reduce -1.9% | 1,773,862 | $208.4M |
| First Citizens Bank & Trust Co. | 5.13% | Reduce -4.1% | 1,718,557 | $201.9M |
| US Bancorp \de | 0.25% | Add +5.1% | 1,561,171 | $183.4M |
| Truist Financial Corp. | 0.24% | Add +77.7% | 1,260,419 | $148.1M |
| FMR LLC | 0.01% | Add +2.4% | 1,177,529 | $138.3M |
| Northwestern Mutual Wealth Management Co. | 0.11% | Add +14.3% | 1,112,493 | $130.7M |
| Osaic Holdings, Inc. | 0.26% | Add +120.3% | 973,684 | $114.4M |
| Raymond James Financial Inc. | 0.04% | Reduce -4.8% | 948,800 | $111.5M |
| Cullen/Frost Bankers, Inc. | 1.36% | Add +11.1% | 825,357 | $97.0M |
| JPMorgan Chase & Co. | 0.01% | Add +3.5% | 812,037 | $95.4M |
| Pacific Life Fund Advisors LLC | 10.02% | New | 760,451 | $89.3M |
| Financial Advisory Corp | 14.31% | Add +0.0% | 736,020 | $86.5M |
| Royal Bank of Canada | 0.02% | Reduce -18.8% | 666,801 | $78.3M |
| CIBC Private Wealth Group LLC | 0.15% | Reduce -9.7% | 702,977 | $73.3M |
| Mariner, LLC | 0.12% | Add +8.6% | 618,411 | $72.7M |
| American Family Investments, Inc. | 4.74% | Add +5.8% | 581,294 | $68.3M |
| BNP Paribas Financial Markets | 0.05% | New | 554,411 | $65.1M |
| Stephens Inc. | 0.92% | Add +8.2% | 531,836 | $62.5M |
| Stephens Group Asset Management, LLC | 4.82% | Add +14.4% | 509,081 | $59.8M |
| Equitable Holdings, Inc. | 0.57% | Reduce -8.2% | 507,835 | $59.7M |
| Zions Bancorporation, National Association | 3.74% | — | 504,050 | $59.2M |
| Congress Asset Management Co. | 0.42% | Reduce -30.2% | 479,570 | $56.3M |
| Focus Partners Wealth | 0.13% | Add +0.8% | 439,533 | $51.6M |
| GLOBALT Investments LLC / GA | 2.06% | Reduce -48.4% | 428,518 | $50.3M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -23.1% | 421,168 | $49.5M |
| Rodgers & Associates, LTD | 6.02% | Add +0.5% | 420,417 | $49.4M |
| Johnson Investment Counsel Inc. | 0.48% | Reduce -1.4% | 420,320 | $49.4M |
| Cetera Investment Advisers | 0.10% | Add +0.6% | 419,840 | $49.3M |
| Creative Planning | 0.04% | Reduce -0.1% | 382,708 | $45.0M |
| Wescott Financial Advisory Group, LLC | 4.40% | Add +5.7% | 361,063 | $42.4M |
| Wellington Management Group LLP | 0.01% | New | 343,920 | $40.4M |
| Integrated Investment Consultants, LLC | 8.03% | Add +17.0% | 392,629 | $40.3M |
| M&T Bank Corp | 0.14% | Reduce -2.2% | 328,356 | $38.6M |
| AMG National Trust Bank | 1.07% | Add +1.9% | 326,156 | $38.3M |
| One Capital Management, LLC | 1.29% | Reduce -6.8% | 324,457 | $38.1M |
| Corient Private Wealth LP | 0.06% | Add +86.9% | 317,870 | $37.3M |
| EP Wealth Advisors, LLC | 0.30% | Add +126.3% | 316,353 | $37.2M |
| Cedar Mountain Advisors, LLC | 7.45% | Reduce -0.3% | 283,228 | $33.3M |
| Comerica Bank | 0.14% | Reduce -1.1% | 282,590 | $33.2M |
| Wealthspire Advisors, LLC | 0.20% | Add +120.4% | 279,270 | $32.8M |
| Mesirow Financial Investment Management, Inc. | 0.63% | Add +109.3% | 275,786 | $32.4M |
| RTD Financial Advisors, Inc. | 4.25% | Reduce -14.3% | 269,288 | $31.6M |
| Orion Porfolio Solutions, LLC | 0.30% | Reduce -7.2% | 261,079 | $30.7M |
| Orion Portfolio Solutions, LLC | 0.30% | Reduce -7.2% | 261,079 | $30.7M |
| Truepoint, Inc. | 0.80% | Add +6.2% | 249,881 | $29.4M |
| Krilogy Financial LLC | 1.81% | Add +3.0% | 238,321 | $28.0M |
| HighTower Advisors, LLC | 0.04% | Reduce -2.7% | 237,394 | $27.9M |
| Badgley Phelps Wealth Managers, LLC | 0.66% | Add +2.1% | 232,384 | $27.3M |
| Natixis Advisors, LLC | 0.05% | Add +74.3% | 230,118 | $27.0M |
| Baird Financial Group, Inc. | 0.05% | Reduce -0.6% | 224,174 | $26.3M |
| Accredited Investors Inc. | 1.59% | Reduce -2.7% | 217,406 | $25.5M |
| Fifth Third Bancorp | 0.10% | Reduce -1.9% | 215,432 | $25.3M |
| Summit Rock Advisors, LP | 17.18% | Reduce -35.3% | 210,489 | $24.7M |
| Moneta Group Investment Advisors LLC | 0.33% | Add +3.1% | 205,915 | $24.2M |
| Oppenheimer & Co. Inc. | 0.36% | Add +12.9% | 202,296 | $23.8M |
| Bank of Hawaii | 1.35% | Add +51.7% | 199,447 | $23.4M |
| Keybank National Association | 0.09% | Add +3.6% | 192,874 | $22.7M |
| Cambridge Investment Research Advisors, Inc. | 0.08% | Add +6.7% | 190,060 | $22.3M |
| Black Swift Group, LLC | 5.03% | Add +323.8% | 189,196 | $22.2M |
| Rockefeller Capital Management L.P. | 0.05% | Add +5.4% | 189,057 | $22.2M |
| Nuveen, LLC | 0.01% | — | 186,496 | $21.9M |
| HSBC Holdings PLC | 0.01% | Reduce -0.9% | 180,136 | $21.2M |
| Lido Advisors, LLC | 0.13% | Add +10.6% | 180,119 | $21.2M |
| AE Wealth Management LLC | 0.18% | Reduce -11.0% | 179,651 | $21.1M |
| Arax Advisory Partners | 1.30% | Reduce -2.8% | 172,014 | $20.2M |
| Hantz Financial Services, Inc. | 0.35% | Add +5.3% | 170,496 | $20.0M |
| MML Investors Services, LLC | 0.07% | Reduce -0.1% | 170,305 | $20.0M |
| Systelligence, LLC | 4.73% | New | 167,725 | $19.7M |
| Steward Partners Investment Advisory, LLC | 0.17% | Reduce -5.0% | 164,491 | $19.3M |
| Bokf, NA | 0.34% | Add +22.1% | 163,208 | $19.2M |
| Northern Trust Corp. | 0.00% | Reduce -3.4% | 154,549 | $18.2M |
| Legacy Edge Advisors, LLC | 2.83% | Add +5.5% | 154,163 | $18.1M |
| Captrust Financial Advisors | 0.04% | Add +0.6% | 150,603 | $17.7M |
| Bank of Montreal | 0.01% | Reduce -2.1% | 150,276 | $17.7M |
| Waverly Advisors, LLC | 0.21% | Reduce -1.3% | 146,038 | $17.2M |
| Avantax Planning Partners, Inc. | 0.60% | Add +90.8% | 144,803 | $17.0M |
| Bishop & Co Investment Management, LLC | 6.58% | Reduce -5.8% | 144,771 | $17.0M |
| Synovus Financial Corp. | 0.21% | Reduce -5.3% | 136,427 | $16.0M |
| Stifel Financial Corp. | 0.02% | Add +5.5% | 136,146 | $16.0M |
| LBJ Family Wealth Advisors, Ltd. | 10.19% | Reduce -0.6% | 135,835 | $16.0M |
| Bellwether Advisors, LLC | 3.30% | Add +24226.0% | 134,523 | $15.8M |
| FSA Wealth Management LLC | 6.70% | Reduce -1.4% | 134,270 | $15.8M |
| Kestra Private Wealth Services, LLC | 0.26% | Add +0.6% | 132,350 | $15.5M |
| Private Advisor Group, LLC | 0.09% | Reduce -0.0% | 132,284 | $15.5M |
| Heck Capital Advisors, LLC | 1.74% | Add +0.7% | 131,841 | $15.5M |
| Falcon Wealth Planning | 1.70% | Reduce -17.6% | 130,449 | $15.3M |
| Financial Partners Group, Inc | 2.31% | Add +518.7% | 127,612 | $15.0M |
| MAI Capital Management | 0.11% | Reduce -0.1% | 123,079 | $14.5M |
| Forvis Mazars Wealth Advisors, LLC | 0.35% | Reduce -1.0% | 122,652 | $14.4M |
| Kestra Advisory Services, LLC | 0.07% | Reduce -3.1% | 120,297 | $14.1M |
| JMG Financial Group, Ltd. | 0.47% | Reduce -2.4% | 119,724 | $14.1M |
| Pinnacle Financial Partners Inc | 0.28% | Add +4.0% | 118,407 | $13.9M |
| Whitaker-Myers Wealth Managers, LTD. | 3.85% | Add +8.3% | 116,775 | $13.7M |
| Wealth Enhancement Advisory Services, LLC | 0.03% | Reduce -0.5% | 116,131 | $13.6M |
| Curi Capital, LLC | 0.32% | Reduce -6.5% | 111,913 | $13.1M |
| Bartlett & Co. Wealth Management LLC | 0.19% | Reduce -4.8% | 111,405 | $13.1M |
| HUB Investment Partners, LLC | 0.52% | Add +0.1% | 110,621 | $13.0M |
| Bank of New York Mellon Corp | 0.00% | Reduce -40.4% | 110,357 | $13.0M |
| CHURCHILL MANAGEMENT Corp | 0.16% | Reduce -1.8% | 107,077 | $12.6M |
| Mechanics Bank Trust Department | 1.67% | Reduce -8.9% | 104,326 | $12.3M |
| Connecticut Wealth Management, LLC | 0.63% | Add +0.0% | 102,242 | $12.0M |
| United Capital Management of KS, Inc. | 2.42% | Add +3.4% | 99,757 | $11.7M |
| LMG Wealth Partners, LLC | 2.60% | Reduce -1.7% | 99,480 | $11.7M |
| UMB Bank, n.a. | 0.19% | Reduce -7.3% | 98,372 | $11.6M |
| Qube Research & Technologies Ltd | 0.02% | Add +78.7% | 94,685 | $11.1M |
| Pathstone Holdings, LLC | 0.05% | Add +2.2% | 93,770 | $11.0M |
| Farmers & Merchants Investments Inc. | 0.35% | Add +0.0% | 93,748 | $11.0M |
| Occidental Asset Management, LLC | 1.63% | Reduce -0.7% | 91,812 | $10.8M |
| Stonebridge Financial Group, LLC | 1.14% | Add +0.3% | 91,270 | $10.7M |
| Mill Creek Capital Advisors, LLC | 0.26% | Reduce -9.2% | 90,082 | $10.6M |
| Cwm, LLC | 0.04% | Add +14.1% | 90,067 | $10.6M |
| NorthRock Partners, LLC | 0.36% | Reduce -6.8% | 89,940 | $10.6M |
| Sterling Capital Management LLC | 0.16% | Reduce -9.4% | 89,689 | $10.5M |
| First Citizens Asset Management, Inc. | 4.07% | Reduce -0.8% | 89,168 | $10.5M |
| Avantax Advisory Services, Inc. | 0.06% | Reduce -6.1% | 87,248 | $10.3M |
| NorthCoast Asset Management LLC | 0.05% | Add +0.1% | 86,288 | $10.1M |
| VestGen Advisors, LLC | 0.46% | — | 85,732 | $10.1M |
| Southern Capital Advisors, LLC | 5.50% | Reduce -6.0% | 84,407 | $9.9M |
| Citadel Advisors | 0.01% | Add +671366.7% | 80,576 | $9.5M |
| Canandaigua National Bank & Trust Co. | 0.94% | Add +656.2% | 80,377 | $9.4M |
| XML Financial, LLC | 0.88% | Add +0.6% | 79,741 | $9.4M |
| Sanctuary Advisors, LLC | 0.07% | Reduce -5.9% | 79,491 | $9.3M |
| Argent Trust Co | 0.38% | Reduce -11.3% | 79,015 | $9.3M |
| Whitegate Investment Counselors, Inc. | 3.28% | Reduce -0.6% | 78,613 | $9.2M |
| WestHill Financial Advisors, Inc. | 2.00% | Reduce -6.9% | 74,236 | $8.7M |
| Sterling Manor Financial, LLC | 5.94% | Reduce -30.8% | 70,745 | $8.3M |
| Janney Montgomery Scott LLC | 0.02% | Reduce -3.4% | 70,520 | $8.3M |
| IFP Advisors, Inc | 0.25% | Add +6.4% | 69,194 | $8.1M |
| Voya Investment Management LLC | 0.01% | Add +543.0% | 68,843 | $8.1M |
| First Merchants Corp. | 0.32% | Add +9.4% | 68,528 | $8.1M |
| Sowell Financial Services LLC | 0.36% | New | 67,499 | $7.9M |
| Sequent Asset Management, LLC | 4.41% | No change | 67,320 | $7.9M |
| J.W. Cole Advisors, Inc. | 0.24% | Add +2.2% | 65,756 | $7.7M |
| Private Wealth Asset Management, LLC | 1.10% | — | 64,837 | $7.6M |
| Conning Inc. | 0.28% | Reduce -9.7% | 63,734 | $7.5M |
| NewEdge Advisors, LLC | 0.04% | Reduce -4.8% | 63,441 | $7.5M |
| Gladstone Institutional Advisory LLC | 0.34% | Add +1.9% | 63,006 | $7.4M |
| Stock Yards Bank & Trust Co. | 0.26% | Add +1.5% | 61,653 | $7.2M |
| First Foundation Advisors | 0.29% | Reduce -7.3% | 61,418 | $7.2M |
| Crescent Grove Advisors, LLC | 0.75% | Reduce -0.1% | 61,378 | $7.2M |
| KMG Fiduciary Partners, LLC | 0.60% | Add +6.5% | 61,337 | $7.2M |
| Mercer Global Advisors Inc. | 0.02% | Add +27.4% | 61,303 | $7.2M |
| Phoenix Financial Ltd. | 0.11% | Reduce -26.2% | 60,371 | $7.1M |
| GHP Investment Advisors, Inc. | 0.34% | Reduce -1.4% | 59,815 | $7.0M |
| Assetmark, Inc. | 0.02% | Reduce -33.1% | 59,292 | $7.0M |
| Cerity Partners LLC | 0.01% | Add +6.3% | 59,266 | $7.0M |
| Condor Capital Management | 0.65% | Add +2.1% | 59,083 | $6.9M |
| Quadrature Capital Ltd | 0.15% | Add +75.6% | 58,494 | $6.9M |
| Petra Financial Advisors Inc. | 5.44% | Reduce -1.4% | 56,524 | $6.6M |
| CW Advisors, LLC | 0.08% | Reduce -58.3% | 55,777 | $6.6M |
| Vance Wealth, LLC | 2.47% | Add +4.0% | 55,940 | $6.6M |
| Freestone Capital Holdings, LLC | 0.24% | Reduce -15.7% | 55,691 | $6.5M |
| Clear Harbor Asset Management, LLC | 0.52% | Add +12.1% | 55,476 | $6.5M |
| Piedmont Capital Management, LLC | 4.65% | Add +4.8% | 62,074 | $6.5M |
| Clearstead Advisors, LLC | 0.10% | Reduce -0.4% | 54,087 | $6.4M |
| Corundum Group, Inc. | 3.04% | Reduce -2.2% | 54,033 | $6.3M |
| Stratos Wealth Partners, LTD. | 0.10% | Add +36.4% | 52,960 | $6.2M |
| Modera Wealth Management, LLC | 0.08% | Reduce -0.1% | 52,950 | $6.2M |
| Powell Investment Advisors, LLC | 3.01% | Add +5.0% | 52,218 | $6.1M |
| Prosperity Consulting Group, LLC | 0.47% | Add +6.0% | 52,206 | $6.1M |
| First Horizon Advisors, Inc. | 0.17% | Add +0.3% | 52,119 | $6.1M |
| Tocqueville Asset Management L.P. | 0.10% | Reduce -6.0% | 52,015 | $6.1M |
| Monument Capital Management | 1.87% | New | 51,661 | $6.1M |
| Focus Partners Advisor Solutions, LLC | 0.09% | Reduce -1.7% | 51,506 | $6.1M |
| Mainsail Financial Group, LLC | 3.35% | Add +4.1% | 50,378 | $5.9M |
| Blair William & Co. | 0.02% | Add +1.5% | 50,007 | $5.9M |
| Kayne Anderson Rudnick Investment Management LLC | 0.01% | Reduce -35.6% | 49,982 | $5.9M |
| Stevens Capital Partners | 2.72% | Add +26.5% | 49,354 | $5.8M |
| B. Riley Wealth Advisors, Inc. | 0.17% | Reduce -22.2% | 48,902 | $5.7M |
| Bessemer Group Inc. | 0.01% | Reduce -2.8% | 47,322 | $5.6M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -11.8% | 44,495 | $5.5M |
| Park Avenue Securities LLC | 0.07% | Add +2.4% | 45,305 | $5.3M |
| Fifth Third Securities, Inc. | 0.45% | Add +1.9% | 44,910 | $5.3M |
| Forte Capital LLC | 0.62% | Reduce -2.3% | 44,799 | $5.3M |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 0.80% | Add +4.8% | 44,644 | $5.2M |
| Susquehanna International Group, LLP | 0.01% | Add +229.4% | 44,183 | $5.2M |
| Lee Financial Co | 0.79% | Reduce -1.6% | 44,155 | $5.2M |
| McAdam, LLC | 0.32% | Reduce -15.5% | 44,116 | $5.2M |
| Cresset Asset Management, LLC | 0.03% | Add +0.9% | 43,728 | $5.1M |
| Burns Matteson Capital Management, LLC | 2.76% | Add +22.3% | 43,648 | $5.1M |
| Old National Bancorp | 0.13% | Add +4.2% | 43,502 | $5.1M |
| Capital Group Private Client Services, Inc. | 0.05% | Add +476.8% | 43,017 | $5.1M |
| Peapack Gladstone Financial Corp. | 0.07% | Reduce -0.6% | 42,810 | $5.0M |
| CreativeOne Wealth, LLC | 0.15% | Add +7.9% | 42,413 | $5.0M |
| TD Private Client Wealth LLC | 0.14% | Add +6.6% | 42,317 | $5.0M |
| TAGStone Capital, Inc. | 2.44% | Reduce -0.1% | 42,218 | $5.0M |
| &partners | 0.05% | Add +19.9% | 41,231 | $4.9M |
| Councilor Wealth, LLC | 2.42% | Reduce -6.7% | 41,257 | $4.8M |
| FineMark National Bank & Trust | 0.17% | Add +30.0% | 40,449 | $4.8M |
| Brady Martz Wealth Solutions, LLC | 1.07% | Reduce -1.8% | 40,266 | $4.7M |
| Clearbridge Investments, LLC | 0.00% | Reduce -41.3% | 39,164 | $4.6M |
| HMS Capital Management, LLC | 2.50% | Add +113.9% | 42,460 | $4.5M |
| BluePointe Capital Management, LLC | 1.71% | New | 38,269 | $4.5M |
| Investment Partners, LTD. | 1.85% | Reduce -2.5% | 38,044 | $4.5M |
| Beacon Bank & Trust | 1.07% | Reduce -1.0% | 37,463 | $4.4M |
| Acima Private Wealth, LLC | 1.57% | No change | 37,139 | $4.4M |
| Coldstream Capital Management Inc. | 0.09% | Reduce -3.8% | 36,971 | $4.3M |
| Citigroup Inc. | 0.00% | Reduce -0.6% | 36,968 | $4.3M |
| Financial Counselors Inc. | 0.07% | Add +38.6% | 36,936 | $4.3M |
| Great Valley Advisor Group, Inc. | 0.09% | Reduce -1.7% | 36,924 | $4.3M |
| Fidelis Capital Partners, LLC | 0.44% | Add +0.2% | 34,719 | $4.2M |
| Savant Capital, LLC | 0.04% | Reduce -0.1% | 35,500 | $4.2M |
| Saiph Capital, LLC | 1.97% | Add +1.4% | 35,038 | $4.1M |
| Harbour Investments, Inc. | 0.12% | Add +3.0% | 34,850 | $4.1M |
| LWM Advisors Inc. | 4.92% | Reduce -0.4% | 32,348 | $4.1M |
| Cooper Capital Advisors LLC | 4.33% | New | 34,422 | $4.0M |
| Sigma Planning Corp | 0.13% | Add +1.1% | 34,284 | $4.0M |
| Brown Advisory Inc. | 0.01% | Reduce -1.1% | 34,049 | $4.0M |
| Courier Capital LLC | 0.26% | No change | 33,854 | $4.0M |
| Atlas Brown,Inc. | 1.39% | Reduce -0.1% | 33,754 | $4.0M |
| Arcadia Wealth Management, LLC | 1.95% | Add +1.9% | 33,702 | $4.0M |
| Johnson Financial Group, Inc. | 0.19% | Reduce -13.7% | 33,166 | $3.9M |
| McKinley Carter Wealth Services, Inc. | 0.24% | Reduce -6.1% | 33,098 | $3.9M |
| Meridian Wealth Management, LLC | 0.19% | Add +24.5% | 33,079 | $3.9M |
| Weinberger Asset Management, Inc | 1.66% | Add +0.9% | 33,013 | $3.9M |
| IMS Capital Management | 1.94% | Add +2.2% | 32,713 | $3.8M |
| Jefferies Financial Group Inc. | 0.07% | Reduce -13.3% | 32,574 | $3.8M |
| T. Rowe Price Associates Inc. | 0.00% | Reduce -0.8% | 32,086 | $3.8M |
| Allspring Global Investments Holdings, LLC | 0.01% | Add +31.7% | 31,634 | $3.7M |
| Eukles Asset Management | 1.60% | Reduce -1.3% | 31,083 | $3.7M |
| Vision Capital Management, Inc. | 0.52% | No change | 30,767 | $3.6M |
| Vanguard Group Inc. | 0.00% | Add +1.1% | 30,475 | $3.6M |
| Choreo, LLC | 0.06% | Reduce -1.9% | 30,155 | $3.5M |
| HM Payson & Co. | 0.06% | Reduce -2.4% | 30,148 | $3.5M |
| Prospera Financial Services Inc | 0.08% | Add +2.2% | 30,062 | $3.5M |
| MV Capital Management, Inc. | 0.38% | Reduce -0.9% | 30,015 | $3.5M |
| Widmann Financial Services, Inc. | 2.73% | Add +3.0% | 29,906 | $3.5M |
| Hofer & Associates. Inc | 2.38% | Add +1.6% | 29,841 | $3.5M |
| Howard Bailey Securities, LLC | 1.16% | Reduce -0.9% | 29,595 | $3.5M |
| Mathes Company, Inc. | 1.38% | Reduce -5.0% | 28,603 | $3.4M |
| Legacies Wealth LLC | 2.48% | Reduce -0.8% | 28,514 | $3.4M |
| Regions Financial Corp. | 0.03% | Add +2.0% | 28,514 | $3.4M |
| Country Club Bank | 0.23% | Add +0.7% | 28,421 | $3.3M |
| ARK & TLK Investments, LLC | 1.17% | No change | 28,196 | $3.3M |
| Financial Engines Advisors L.L.C. | 0.01% | Reduce -4.8% | 27,868 | $3.3M |
| Robertson Stephens Wealth Management, LLC | 0.12% | Reduce -0.4% | 27,858 | $3.3M |
| JPL Wealth Management, LLC | 0.91% | Add +4.1% | 27,229 | $3.2M |
| BlackRock, Inc. | 0.00% | Reduce -76.2% | 27,168 | $3.2M |
| Element Wealth, LLC | 1.70% | Reduce -2.2% | 27,012 | $3.2M |
| USAdvisors Wealth Management, LLC | 1.11% | Add +152.8% | 27,012 | $3.2M |
| Wesbanco Bank Inc. | 0.11% | Add +0.6% | 26,995 | $3.2M |
| Total Clarity Wealth Management, Inc. | 1.04% | No change | 25,013 | $3.2M |
| Mutual Advisors, LLC | 0.09% | Reduce -40.1% | 26,283 | $3.2M |
| Tolleson Wealth Management, Inc. | 0.61% | Reduce -5.6% | 26,836 | $3.2M |
| Eagle Strategies LLC | 0.54% | Reduce -1.7% | 26,514 | $3.1M |
| D. E. Shaw & Co. | 0.00% | New | 26,324 | $3.1M |
| Kingdom Financial Group LLC. | 2.25% | Reduce -10.6% | 26,150 | $3.1M |
| Tennessee Valley Asset Management Partners | 0.50% | Add +11.4% | 25,981 | $3.1M |
| Avior Wealth Management, LLC | 0.12% | Reduce -3.2% | 25,879 | $3.0M |
| Processus Wealth & Capital Management, LLC | 2.54% | Add +2.1% | 25,396 | $3.0M |
| Becker Capital Management Inc. | 0.10% | Add +0.0% | 25,200 | $3.0M |
| MSH Capital Advisors LLC | 0.91% | Reduce -2.5% | 25,031 | $2.9M |
| Ellerson Group Inc. | 2.27% | Reduce -9.9% | 24,294 | $2.9M |
| Y-Intercept (Hong Kong) Ltd | 0.19% | Reduce -3.3% | 24,269 | $2.9M |
| Glenview Trust Co | 0.05% | Reduce -4.8% | 23,844 | $2.8M |
| Intrepid Financial Planning Group LLC | 1.28% | Reduce -2.0% | 23,530 | $2.8M |
| Integrated Wealth Concepts LLC | 0.03% | Reduce -5.6% | 23,523 | $2.8M |
| Pinnacle Associates Ltd. | 0.04% | Add +0.8% | 23,498 | $2.8M |
| Intergy Private Wealth, LLC | 1.05% | Reduce -1.1% | 23,414 | $2.8M |
| Certified Advisory Corp | 0.31% | Add +35.5% | 23,102 | $2.7M |
| Rathbones Group PLC | 0.01% | Reduce -1.9% | 22,907 | $2.7M |
| Atria Wealth Solutions, Inc. | 0.03% | Reduce -3.8% | 22,801 | $2.7M |
| Arkadios Wealth Advisors | 0.10% | Add +14.5% | 22,678 | $2.7M |
| Lowery Thomas, LLC | 1.82% | Reduce -0.7% | 22,622 | $2.7M |
| LifeWealth Investments, LLC | 1.27% | Add +66.5% | 22,432 | $2.6M |
| Beacon Pointe Advisors, LLC | 0.03% | Reduce -6.3% | 22,324 | $2.6M |
| Essex Financial Services, Inc. | 0.19% | Add +2.0% | 22,234 | $2.6M |
| Olistico Wealth, LLC | 1.61% | Reduce -2.4% | 22,225 | $2.6M |
| Glenmede Trust Co. NA | 0.01% | Add +8.3% | 22,216 | $2.6M |
| Thoroughbred Financial Services, LLC | 0.16% | Add +621.9% | 22,067 | $2.6M |
| Veridan Wealth LLC | 1.17% | Add +9.8% | 21,998 | $2.6M |
| Capital Investment Counsel, LLC | 0.43% | Reduce -2.2% | 21,954 | $2.6M |
| Beam Wealth Advisors, Inc. | 0.87% | Reduce -3.4% | 21,939 | $2.6M |
| Hilltop Holdings Inc. | 0.16% | Reduce -5.7% | 21,301 | $2.5M |
| Midwest Professional Planners, LTD. | 0.78% | New | 21,245 | $2.5M |
| Simplicity Wealth,LLC | 0.19% | Add +577.2% | 20,763 | $2.4M |
| United Capital Financial Advisors, LLC | 0.02% | Reduce -3.1% | 20,733 | $2.4M |
| Wealthedge Investment Advisors, LLC | 1.09% | Reduce -18.0% | 20,576 | $2.4M |
| Merit Financial Group, LLC | 0.04% | Reduce -1.7% | 20,423 | $2.4M |
| Wealth Management Nebraska | 0.36% | New | 20,284 | $2.4M |
| Rwa Wealth Partners, LLC | 0.03% | Reduce -0.1% | 20,279 | $2.4M |
| Biondo Investment Advisors, LLC | 0.33% | Reduce -7.4% | 20,026 | $2.4M |
| Ballew Advisors, Inc | 1.57% | Add +3.3% | 20,846 | $2.3M |
| Auour Investments LLC | 0.84% | Reduce -44.2% | 19,162 | $2.3M |
| MCF Advisors LLC | 0.17% | Reduce -5.3% | 19,697 | $2.3M |
| Bleakley Financial Group, LLC | 0.07% | Reduce -21.3% | 19,596 | $2.3M |
| Brown Brothers Harriman & Co. | 0.02% | Add +34.9% | 19,500 | $2.3M |
| Geneva Capital Management LLC | 0.04% | Reduce -11.3% | 19,376 | $2.3M |
| First National Trust Co | 0.09% | Reduce -30.2% | 18,954 | $2.2M |
| Naviter Wealth, LLC | 0.27% | No change | 18,819 | $2.2M |
| Summit Financial, LLC | 0.06% | Reduce -9.7% | 18,728 | $2.2M |
| Broadleaf Partners, LLC | 0.57% | Reduce -6.4% | 18,670 | $2.2M |
| Kingswood Wealth Advisors, LLC | 0.20% | Add +22.9% | 18,644 | $2.2M |
| Advisory Services Network, LLC | 0.04% | Add +17.5% | 18,618 | $2.2M |
| Sierra Capital LLC | 0.26% | Add +0.0% | 18,591 | $2.2M |
| Harbor Investment Advisory, LLC | 0.21% | No change | 18,457 | $2.2M |
| AdvisorNet Financial, Inc | 0.16% | Reduce -1.7% | 18,046 | $2.1M |
| Cubist Systematic Strategies, LLC | 0.03% | Add +29.1% | 18,005 | $2.1M |
| Nvest Financial, LLC | 1.13% | Reduce -1.6% | 17,905 | $2.1M |
| Paragon Financial Partners, Inc. | 1.65% | Add +27.4% | 17,881 | $2.1M |
| Brighton Jones LLC | 0.07% | Reduce -8.2% | 17,704 | $2.1M |
| Amarillo National Bank | 0.40% | No change | 17,370 | $2.0M |
| Cooper Financial Group | 0.27% | Add +513.8% | 17,253 | $2.0M |
| Nadler Financial Group, Inc. | 0.22% | Add +2.4% | 17,030 | $2.0M |
| Sequoia Financial Advisors, LLC | 0.02% | Add +3.3% | 16,938 | $2.0M |
| Capital Analysts, LLC | 0.07% | Reduce -2.4% | 16,922 | $2.0M |
| Insight 2811, Inc. | 0.99% | Reduce -4.8% | 16,673 | $2.0M |
| Silvercrest Asset Management Group LLC | 0.01% | No change | 16,516 | $1.9M |
| Dentgroup LLC | 1.46% | Reduce -12.5% | 16,516 | $1.9M |
| Builder Investment Group Inc. | 0.55% | Add +0.6% | 16,466 | $1.9M |
| Horst & Graben Wealth Management LLC | 0.35% | Reduce -1.4% | 16,435 | $1.9M |
| Geneos Wealth Management Inc. | 0.06% | Reduce -0.2% | 16,322 | $1.9M |
| Claro Advisors Inc. | 0.25% | Reduce -2.6% | 16,199 | $1.9M |
| Post Resch Tallon Group Inc. | 1.95% | Add +10.3% | 16,204 | $1.9M |
| Barclays PLC | 0.00% | Reduce -94.0% | 16,180 | $1.9M |
| Ieq Capital, LLC | 0.01% | Add +162.6% | 16,074 | $1.9M |
| Corsair Capital Management, L.P. | 0.48% | New | 16,000 | $1.9M |
| Castleark Management LLC | 0.07% | No change | 16,000 | $1.9M |
| Kingsview Wealth Management, LLC | 0.04% | Reduce -65.2% | 15,997 | $1.9M |
| Sage Financial Group Inc. | 0.15% | Reduce -2.0% | 15,935 | $1.9M |
| MWA Asset Management | 1.30% | Add +2.4% | 15,924 | $1.9M |
| Kanawha Capital Management LLC | 0.14% | No change | 15,824 | $1.9M |
| Global Strategic Investment Solutions, LLC | 0.21% | Reduce -0.0% | 15,672 | $1.8M |
| Wealthfront Advisers LLC | 0.00% | Add +5.2% | 15,609 | $1.8M |
| Alliancebernstein L.P. | 0.00% | Add +8.3% | 15,550 | $1.8M |
| Commonwealth Financial Services, LLC | 0.37% | Reduce -8.3% | 15,360 | $1.8M |
| First National Bank Sioux Falls | 0.73% | No change | 15,290 | $1.8M |
| EverSource Wealth Advisors, LLC | 0.10% | Reduce -4.9% | 15,178 | $1.8M |
| Sandy Spring Bank | 0.07% | Reduce -2.9% | 15,058 | $1.8M |
| Shakespeare Wealth Management, LLC | 0.47% | Reduce -0.7% | 15,000 | $1.8M |
| Strive Asset Management, LLC | 1.22% | Reduce -15.3% | 14,934 | $1.8M |
| Pointe Capital Management LLC | 1.03% | Add +5.3% | 14,920 | $1.8M |
| Graypoint LLC | 0.11% | No change | 14,806 | $1.7M |
| Cordatus Wealth Management LLC | 0.48% | Reduce -0.7% | 14,746 | $1.7M |
| Equitable Trust Co. | 0.10% | Add +21.0% | 14,732 | $1.7M |
| Valeo Financial Advisors, LLC | 0.05% | Add +2.9% | 14,597 | $1.7M |
| Dominguez Wealth Management Solutions, Inc. | 1.26% | Add +2.9% | 14,591 | $1.7M |
| Pilgrim Partners Asia Pte Ltd | 1.62% | Add +47.5% | 14,585 | $1.7M |
| Allegheny Financial Group | 0.44% | Reduce -5.1% | 14,579 | $1.7M |
| IFC Advisors LLC | 0.35% | No change | 14,308 | $1.7M |
| Rehmann Capital Advisory Group | 0.10% | Reduce -2.5% | 14,157 | $1.7M |
| Advisors Capital Management, LLC | 0.03% | Add +3.9% | 14,063 | $1.7M |
| Western Wealth Management, LLC | 0.11% | Reduce -3.1% | 14,000 | $1.6M |
| Independent Financial Group, LLC | 0.06% | Add +2.5% | 13,900 | $1.6M |
| Trust Point Inc. | 0.15% | No change | 13,889 | $1.6M |
| Stonebridge Capital Advisors LLC | 0.13% | Reduce -26.9% | 13,877 | $1.6M |
| Franklin Resources Inc. | 0.00% | Reduce -0.3% | 13,793 | $1.6M |
| Strategic Advocates LLC | 0.56% | Reduce -3.1% | 13,745 | $1.6M |
| EWG Elevate Inc. | 0.61% | Add +9.3% | 13,713 | $1.6M |
| Advisor Resource Council | 0.13% | New | 16,722 | $1.6M |
| Tradition Wealth Management, LLC | 0.14% | No change | 13,498 | $1.6M |
| Northeast Planning Associates, Inc. / NH / | 1.31% | New | 13,478 | $1.6M |
| Ritter Daniher Financial Advisory LLC / DE | 0.43% | No change | 13,429 | $1.6M |
| Alesco Advisors, LLC, An ESL Co | 0.05% | No change | 13,400 | $1.6M |
| First National Bank of Omaha | 0.11% | No change | 13,286 | $1.6M |
| 1ST Source Bank | 0.09% | Add +7.1% | 13,252 | $1.6M |
| Chicago Partners Investment Group LLC | 0.05% | Add +16.8% | 12,371 | $1.5M |
| D.A. Davidson & Co. | 0.01% | Reduce -6.6% | 13,019 | $1.5M |
| BTC Capital Management, Inc. | 0.14% | No change | 12,946 | $1.5M |
| Lifelong Wealth Advisors, Inc. | 0.71% | Reduce -4.9% | 12,911 | $1.5M |
| Cordgrass Capital Advisors, LLC | 0.43% | No change | 12,910 | $1.5M |
| Thomasville National Bank | 0.11% | Reduce -3.7% | 12,899 | $1.5M |
| Perennial Investment Advisors, LLC | 0.17% | Reduce -0.6% | 12,704 | $1.5M |
| IHT Wealth Management, LLC | 0.05% | Add +2.4% | 12,699 | $1.5M |
| Highland Capital Management, LLC | 0.09% | No change | 12,672 | $1.5M |
| Financial Freedom, LLC | 0.84% | Add +0.1% | 12,521 | $1.5M |
| Wilmington Savings Fund Society, FSB | 0.03% | Reduce -0.5% | 12,447 | $1.5M |
| Glass Jacobson Investment Advisors llc | 0.48% | No change | 11,493 | $1.5M |
| Nwam LLC | 0.12% | Reduce -42.9% | 12,342 | $1.5M |
| Burke & Herbert Bank & Trust Co. | 0.35% | Reduce -1.5% | 12,337 | $1.4M |
| B.O.S.S. Retirement Advisors, LLC | 0.42% | Reduce -17.0% | 12,314 | $1.4M |
| Aspiriant, LLC | 0.05% | No change | 12,313 | $1.4M |
| Fifth Third Wealth Advisors LLC | 0.07% | Add +279.8% | 12,247 | $1.4M |
| Virtue Capital Management, LLC | 0.17% | Add +7.8% | 12,213 | $1.4M |
| Focus Financial Network, Inc. | 0.06% | Add +306.6% | 12,177 | $1.4M |
| Procyon Advisors, LLC | 0.09% | New | 12,165 | $1.4M |
| Private Trust Co. NA | 0.15% | Add +1.8% | 12,064 | $1.4M |
| Washington Trust Bank | 0.14% | Add +112.1% | 12,026 | $1.4M |
| Spire Wealth Management | 0.05% | Add +4.3% | 12,026 | $1.4M |
| PGIM Custom Harvest LLC | 0.03% | No change | 12,012 | $1.4M |
| Golden State Wealth Management, LLC | 0.21% | Reduce -1.4% | 11,992 | $1.4M |
| Willner & Heller, LLC | 1.29% | Add +4.4% | 11,872 | $1.4M |
| Prime Capital Investment Advisors, LLC | 0.02% | Add +5.7% | 11,837 | $1.4M |
| Lion Street Advisors, LLC | 0.44% | Reduce -0.5% | 11,836 | $1.4M |
| Tsfg, LLC | 0.28% | Reduce -2.1% | 11,788 | $1.4M |
| Brookstone Capital Management | 0.02% | Reduce -15.4% | 11,764 | $1.4M |
| Venture Visionary Partners LLC | 0.06% | Add +0.6% | 11,753 | $1.4M |
| Apollon Wealth Management, LLC | 0.03% | Add +83.0% | 11,730 | $1.4M |
| Consolidated Investment Group LLC | 0.21% | New | 11,700 | $1.4M |
| Greenline Partners, LLC | 0.20% | Add +35577.1% | 24,974 | $1.4M |
| StoneX Group Inc. | 0.08% | Add +9.3% | 11,671 | $1.4M |
| Clearstead Trust, LLC | 0.30% | No change | 11,312 | $1.3M |
| Bradley Foster & Sargent Inc. | 0.02% | No change | 11,246 | $1.3M |
| Luts & Greenleigh Group, Inc. | 1.29% | Reduce -0.1% | 11,087 | $1.3M |
| Sax Wealth Advisors, LLC | 0.09% | Add +3.7% | 11,064 | $1.3M |
| Taylor & Morgan Wealth Management, LLC | 0.97% | Reduce -1.8% | 10,955 | $1.3M |
| One Day In July LLC | 0.13% | Add +0.6% | 10,657 | $1.3M |
| AlTi Global, Inc. | 0.03% | Reduce -4.4% | 10,624 | $1.2M |
| Belpointe Asset Management LLC | 0.06% | Add +61.9% | 10,531 | $1.2M |
| Townsquare Capital LLC | 0.01% | Reduce -2.1% | 10,490 | $1.2M |
| Ancora Advisors LLC | 0.03% | Reduce -18.1% | 10,474 | $1.2M |
| FAS Wealth Partners, Inc. | 0.10% | Reduce -2.8% | 10,432 | $1.2M |
| National Philanthropic Trust | 0.02% | No change | 10,431 | $1.2M |
| Evergreen Capital Management LLC | 0.04% | Add +19.8% | 10,405 | $1.2M |
| Whittier Trust Co. | 0.02% | No change | 10,329 | $1.2M |
| Cadence Bank | 0.09% | Reduce -0.5% | 10,323 | $1.2M |
| Planning Directions Inc. | 0.52% | New | 10,301 | $1.2M |
| James J. Burns & Company, LLC | 0.22% | Reduce -1.0% | 10,298 | $1.2M |
| Fiduciary Trust Co | 0.02% | Reduce -3.7% | 10,148 | $1.2M |
| Cranbrook Wealth Management, LLC | 0.28% | Reduce -4.5% | 10,142 | $1.2M |
| Ameritas Advisory Services, LLC | 0.05% | Reduce -55.9% | 9,626 | $1.2M |
| Mission Wealth Management, LP | 0.03% | Add +1.5% | 10,092 | $1.2M |
| Eldridge Investment Advisors, Inc. | 0.27% | Reduce -0.4% | 10,048 | $1.2M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.09% | Reduce -6.3% | 9,953 | $1.2M |
| Wealthcare Advisory Partners LLC | 0.03% | Add +3.8% | 10,024 | $1.2M |
| Key Financial Inc | 0.25% | No change | 9,943 | $1.2M |
| Keel Point, LLC | 0.09% | Add +1.5% | 9,887 | $1.2M |
| Friday Financial | 0.69% | No change | 9,622 | $1.2M |
| Dynamic Advisor Solutions LLC | 0.04% | Add +5.6% | 9,869 | $1.2M |
| Smith Salley Wealth Management | 0.08% | Reduce -1.6% | 9,819 | $1.2M |
| Composition Wealth, LLC | 0.02% | Reduce -8.8% | 9,798 | $1.2M |
| Rovin Capital /Ut/ | 0.37% | Add +8.1% | 9,786 | $1.1M |
| Ascentis Independent Advisors | 0.23% | Add +1.1% | 9,782 | $1.1M |
| Proactive Wealth Strategies LLC | 0.61% | Add +0.1% | 9,779 | $1.1M |
| Parallel Advisors, LLC | 0.03% | Add +11.7% | 9,690 | $1.1M |
| Duncan Williams Asset Management, LLC | 0.41% | Reduce -0.0% | 9,593 | $1.1M |
| Signaturefd, LLC | 0.02% | Add +7.9% | 9,578 | $1.1M |
| Park Place Capital Corp | 0.30% | Reduce -32.8% | 9,554 | $1.1M |
| Valued Retirements, Inc. | 1.47% | Add +32.0% | 9,546 | $1.1M |
| True Link Financial Advisors, LLC | 0.08% | New | 9,517 | $1.1M |
| MIdWestOne Financial Group, Inc. | 0.16% | Reduce -6.8% | 9,378 | $1.1M |
| Tudor Investment Corporation | 0.01% | New | 9,343 | $1.1M |
| Concurrent Investment Advisors, LLC | 0.03% | Reduce -0.4% | 9,283 | $1.1M |
| Reynders McVeigh Capital Management, LLC | 0.06% | No change | 9,250 | $1.1M |
| Roberts Financial Services LLC | 0.21% | Reduce -14.5% | 9,198 | $1.1M |
| BHK Investment Advisors, LLC | 0.45% | Reduce -5.2% | 9,055 | $1.1M |
| Strata Wealth Advisors, LLC | 0.33% | No change | 9,033 | $1.1M |
| PACK Private Wealth, LLC | 0.63% | No change | 9,031 | $1.1M |
| Wolf Group Capital Advisors | 0.35% | Add +6.5% | 8,987 | $1.1M |
| Holland Advisory Services, Inc. | 1.60% | Add +0.4% | 8,982 | $1.1M |
| Lanark Financial, Inc. | 0.09% | — | 8,936 | $1.0M |
| Moneco Advisors, LLC | 0.11% | Add +6.5% | 8,908 | $1.0M |
| Wealth Management Partners, LLC | 0.48% | Reduce -1.4% | 8,896 | $1.0M |
| Brickley Wealth Management | 0.21% | Reduce -3.0% | 8,728 | $1.0M |
| Foundations Investment Advisors, LLC | 0.02% | Reduce -26.1% | 8,712 | $1.0M |
| Orin Green Financial, LLC | 0.48% | New | 9,178 | $1.0M |
| American Trust | 0.25% | Reduce -56.8% | 8,493 | $998K |
| AMJ Financial Wealth Management | 0.30% | Add +32.2% | 8,408 | $988K |
| Gryphon Financial Partners LLC | 0.15% | Add +23.5% | 8,371 | $983K |
| Arcadia Investment Management Corp. | 0.18% | Add +65.3% | 8,350 | $981K |
| Renasant Bank | 0.64% | Reduce -34.1% | 8,231 | $967K |
| Integrity Alliance, Llc. | 0.04% | New | 8,183 | $961K |
| Cary Street Partners Financial LLC | 0.03% | Add +0.2% | 8,180 | $961K |
| Callan Family Office, LLC | 0.07% | Add +0.1% | 8,086 | $950K |
| GFS Advisors, LLC | 0.19% | No change | 8,000 | $940K |
| Aft, Forsyth & Company, Inc. | 0.51% | No change | 7,993 | $939K |
| Whittier Trust Co. of Nevada Inc. | 0.02% | Add +57.5% | 7,992 | $939K |
| Principal Securities, Inc. | 0.02% | Add +3.2% | 7,405 | $939K |
| Next Capital Management LLC | 0.45% | Add +18.3% | 7,943 | $933K |
| Transcend Capital Advisors, LLC | 0.07% | Add +1.8% | 7,852 | $923K |
| EPG Wealth Management LLC | 0.26% | Reduce -13.4% | 7,839 | $921K |
| Sound View Wealth Advisors Group, LLC | 0.08% | Reduce -0.1% | 7,823 | $919K |
| HB Wealth Management, LLC | 0.01% | Add +33.6% | 7,817 | $918K |
| Rebalance, LLC | 0.07% | Add +0.1% | 7,817 | $918K |
| LMCG Investments, LLC | 0.06% | Reduce -14.1% | 7,780 | $914K |
| Choate Investment Advisors | 0.02% | No change | 7,760 | $912K |
| Oarsman Capital, Inc. | 0.16% | Add +24.0% | 7,741 | $909K |
| Capital Square, LLC | 0.53% | Add +2.2% | 7,683 | $903K |
| BLB&B Advisors, LLC | 0.05% | Add +2.7% | 7,678 | $902K |
| Nicolet Advisory Services, LLC | 0.09% | Add +47.8% | 8,109 | $901K |
| World Investment Advisors | 0.02% | Add +13.8% | 7,664 | $900K |
| Alpine Bank Wealth Management | 0.14% | — | 7,640 | $898K |
| Lowe Brockenbrough & Co. Inc. | 0.06% | Reduce -0.8% | 7,618 | $895K |
| Bedel Financial Consulting, Inc. | 0.13% | Add +4.0% | 7,269 | $895K |
| WealthPlan Investment Management, LLC | 0.09% | Reduce -2.4% | 7,601 | $893K |
| Atticus Wealth Management, LLC | 0.29% | Reduce -9.4% | 7,570 | $889K |
| New Age Alpha Advisors, LLC | 0.04% | Reduce -73.5% | 7,566 | $889K |
| Dynamic Financial Group | 0.88% | Add +2.5% | 7,502 | $881K |
| Revolve Wealth Partners, LLC | 0.13% | No change | 7,370 | $866K |
| Garrison Point Advisors, LLC | 0.42% | Add +1.4% | 7,351 | $864K |
| Octavia Wealth Advisors, LLC | 0.10% | Reduce -2.8% | 7,350 | $864K |
| Betterment LLC | 0.00% | Add +41.8% | 7,340 | $862K |
| Wedgewood Investors Inc. | 1.01% | No change | 7,249 | $852K |
| Ashton Thomas Private Wealth, LLC | 0.03% | Add +4.7% | 7,235 | $850K |
| Affiance Financial, LLC | 0.20% | No change | 7,222 | $849K |
| Fortis Capital Advisors, LLC | 0.17% | New | 7,160 | $841K |
| Legacy Capital Wealth Partners, LLC | 0.21% | Add +0.8% | 7,141 | $839K |
| Marshall Financial Group Inc. | 0.26% | Add +0.1% | 7,075 | $831K |
| Linscomb Wealth, Inc. | 0.04% | Reduce -0.8% | 7,037 | $827K |
| Legal & General Group Plc | 0.00% | Reduce -19.0% | 7,000 | $822K |
| Delta Capital Management LLC | 0.48% | No change | 7,000 | $822K |
| Lee, Kelleher & Klein Wealth Management | 0.60% | Add +1.6% | 6,992 | $821K |
| Valmark Advisers, Inc. | 0.01% | Add +0.0% | 6,973 | $819K |
| Allworth Financial LP | 0.00% | Reduce -12.3% | 6,799 | $811K |
| Midwest Capital Advisors, LLC | 0.50% | Reduce -7.0% | 6,873 | $807K |
| Clark Capital Management Group, Inc. | 0.01% | No change | 6,855 | $805K |
| Harbour Capital Advisors, LLC | 0.20% | No change | 7,105 | $804K |
| Legacy Bridge, LLC | 0.45% | No change | 6,809 | $800K |
| Bensler, LLC | 0.10% | Add +0.0% | 6,808 | $800K |
| Bearing Point Capital, LLC | 0.17% | No change | 6,783 | $797K |
| Northeast Financial Consultants Inc | 0.04% | Add +6.3% | 6,731 | $791K |
| Haverford Trust Co | 0.01% | Reduce -0.4% | 6,731 | $791K |
| Garden State Investment Advisory Services LLC | 0.25% | No change | 6,678 | $785K |
| CENTRAL TRUST Co | 0.02% | No change | 6,650 | $781K |
| Cahaba Wealth Management, Inc. | 0.06% | Add +0.1% | 6,626 | $778K |
| Princeton Global Asset Management LLC | 0.15% | Reduce -35.4% | 6,562 | $771K |
| Stonebridge Financial Planning Group, LLC | 0.35% | Reduce -2.2% | 6,560 | $771K |
| SouthState Bank Corp | 0.03% | Add +22.5% | 6,470 | $760K |
| Round Rock Advisors LLC | 0.14% | Reduce -4.6% | 6,452 | $758K |
| Signature Estate & Investment Advisors LLC | 0.02% | Add +0.1% | 6,444 | $757K |
| QRG Capital Management, Inc. | 0.01% | Reduce -3.1% | 6,438 | $756K |
| Pettyjohn, Wood & White, Inc. | 0.14% | No change | 6,384 | $750K |
| First United Bank & Trust | 0.28% | Reduce -2.3% | 6,375 | $749K |
| NewEdge Wealth, LLC | 0.01% | Reduce -54.8% | 6,323 | $743K |
| Principal Financial Group Inc. | 0.00% | Add +142.3% | 6,300 | $740K |
| RFG Advisory, LLC | 0.02% | Add +70.4% | 6,293 | $739K |
| Colonial Trust Co / SC | 0.11% | Reduce -2.0% | 6,267 | $736K |
| Fulton Bank, N.A. | 0.03% | No change | 6,263 | $736K |
| Appleton Partners Inc. | 0.06% | No change | 6,226 | $731K |
| Atlantic Union Bankshares Corp | 0.04% | Reduce -3.0% | 6,196 | $728K |
| NBT Bank, N.A. | 0.05% | No change | 6,147 | $722K |
| Walled Lake Planning & Wealth Management, LLC | 0.26% | Add +0.3% | 6,145 | $722K |
| Financial Alternatives, Inc | 0.51% | No change | 6,140 | $721K |
| Richardson Capital Management LLC | 0.45% | Add +0.3% | 6,138 | $721K |
| Strategic Financial Concepts, LLC | 0.13% | Reduce -1.2% | 6,099 | $717K |
| Global Wealth Strategies & Associates | 0.22% | Reduce -2.9% | 6,094 | $716K |
| Viewpoint Capital Management LLC | 0.38% | No change | 6,000 | $705K |
| Guidance Capital, Inc. | 0.21% | Reduce -4.3% | 5,592 | $700K |
| Pathway Financial Advisors LLC | 0.13% | No change | 5,950 | $699K |
| First Western Trust Bank | 0.03% | Add +4.2% | 5,896 | $693K |
| Greenleaf Trust | 0.01% | No change | 5,879 | $691K |
| Leavell Investment Management, Inc. | 0.03% | No change | 5,850 | $687K |
| Investmark Advisory Group LLC | 0.34% | Add +1.5% | 5,821 | $684K |
| Associated Banc-Corp | 0.02% | Add +0.2% | 5,791 | $680K |
| Magnus Financial Group LLC | 0.07% | Reduce -1.7% | 5,775 | $679K |
| Farmers & Merchants Trust Co of Chambersburg PA | 0.24% | Add +41.5% | 5,753 | $676K |
| Atria Investments, Inc | 0.01% | Reduce -55.5% | 5,707 | $670K |
| Manchester Capital Management LLC | 0.08% | No change | 5,693 | $669K |
| Diversified Trust Co. | 0.02% | Reduce -0.9% | 5,658 | $665K |
| Heritage Wealth Advisors | 0.03% | Reduce -12.2% | 5,652 | $664K |
| Contravisory Investment Management, Inc. | 0.14% | Add +5.4% | 5,574 | $655K |
| Rockland Trust Co. | 0.03% | Reduce -19.4% | 5,545 | $651K |
| Perigon Wealth Management, LLC | 0.02% | No change | 5,513 | $648K |
| Foundation Wealth Management, LLC\PA | 0.31% | No change | 5,465 | $642K |
| Oxford Financial Group, LTD. LLC | 0.04% | No change | 5,462 | $642K |
| Rockwood Wealth Management, LLC | 0.07% | No change | 5,451 | $640K |
| HBK Sorce Advisory LLC | 0.02% | No change | 5,445 | $640K |
| Allen Investment Management, LLC | 0.01% | No change | 5,439 | $639K |
| Cornerstone Wealth Management, LLC | 0.04% | Add +0.2% | 5,434 | $638K |
| Rossmore Private Capital | 0.08% | No change | 5,428 | $638K |
| Retirement Income Solutions, Inc. | 0.13% | No change | 5,417 | $636K |
| Ruggaard & Associates LLC | 0.28% | No change | 5,381 | $632K |
| Flagship Private Wealth, LLC | 0.30% | Reduce -4.9% | 5,341 | $628K |
| Red Tortoise LLC | 0.33% | No change | 5,310 | $624K |
| Saxon Interests, Inc. | 0.29% | Reduce -4.6% | 5,292 | $622K |
| Nations Financial Group Inc, /Ia/ | 0.05% | Reduce -22.0% | 5,272 | $619K |
| National Bank of Canada | 0.00% | Reduce -1.6% | 5,236 | $616K |
| First American Trust, FSB | 0.06% | New | 5,213 | $612K |
| Meridian Management Co. | 0.19% | No change | 5,200 | $611K |
| White Knight Strategic Wealth Advisors, LLC | 0.56% | Reduce -50.4% | 5,199 | $611K |
| Napatree Capital LLC | 0.34% | Reduce -35.1% | 5,174 | $608K |
| NTV Asset Management LLC | 0.08% | No change | 5,151 | $605K |
| Owen LaRue, LLC | 0.30% | Add +0.1% | 5,147 | $605K |
| Essex Bank | 0.15% | Reduce -1.2% | 5,143 | $604K |
| Sharkey, Howes & Javer | 0.09% | No change | 5,103 | $600K |
| L. Roy Papp & Associates, LLP | 0.07% | Add +3.1% | 5,090 | $598K |
| Viawealth, LLC | 0.37% | No change | 5,086 | $598K |
| Nicolet Bankshares Inc. | 0.12% | No change | 5,080 | $597K |
| Elm3 Financial Group, LLC | 0.52% | Add +94.6% | 5,019 | $590K |
| White Pine Capital LLC | 0.20% | No change | 5,012 | $589K |
| Chicago Wealth Management, Inc. | 0.31% | Reduce -0.7% | 5,000 | $587K |
| Bailard, Inc. | 0.01% | No change | 4,959 | $583K |
| WealthPLAN Partners, LLC | 0.08% | Add +5.3% | 4,941 | $581K |
| Founders Financial Securities LLC | 0.05% | Reduce -57.5% | 4,794 | $578K |
| Bragg Financial Advisors, Inc | 0.02% | No change | 4,903 | $576K |
| Gries Financial LLC | 0.11% | No change | 4,900 | $576K |
| Trust Co. of Vermont | 0.03% | No change | 4,873 | $573K |
| Aire Advisors, LLC | 0.12% | Add +0.0% | 4,829 | $567K |
| Providence Capital Advisors, LLC | 0.12% | No change | 4,808 | $565K |
| Evoke Wealth, LLC | 0.01% | No change | 4,808 | $565K |
| Flputnam Investment Management Co. | 0.01% | Add +10.3% | 4,779 | $561K |
| Plancorp, LLC | 0.02% | Add +161.7% | 4,762 | $559K |
| Ballentine Partners, LLC | 0.01% | No change | 4,760 | $559K |
| Gilbert & Cook, Inc. | 0.08% | No change | 4,738 | $557K |
| Davis R M Inc. | 0.01% | Add +7.4% | 4,725 | $555K |
| FDx Advisors, Inc. | 0.18% | Reduce -0.8% | 4,676 | $549K |
| Principle Wealth Partners LLC | 0.04% | No change | 4,670 | $549K |
| Maryland Capital Advisors Inc. | 0.24% | No change | 4,656 | $547K |
| Jackson Hole Capital Partners, LLC | 0.11% | No change | 4,608 | $541K |
| Values Added Financial LLC | 0.30% | No change | 4,603 | $541K |
| OneDigital Investment Advisors LLC | 0.01% | Reduce -19.9% | 4,588 | $539K |
| UNIVEST FINANCIAL Corp | 0.03% | Reduce -8.7% | 4,532 | $532K |
| Total Wealth Planning, LLC | 0.08% | Reduce -1.6% | 4,490 | $528K |
| Financial Insights, Inc. | 0.21% | Reduce -2.8% | 4,467 | $525K |
| Berkshire Asset Management LLC | 0.03% | Reduce -0.2% | 4,113 | $521K |
| Global Wealth Management Investment Advisory, Inc. | 0.10% | Reduce -9.1% | 4,435 | $521K |
| Stegner Investment Associates Inc. | 0.36% | No change | 4,405 | $518K |
| Edmond DE Rothschild Holding S.A. | 0.01% | No change | 4,393 | $516K |
| Pure Financial Advisors, LLC | 0.01% | Reduce -8.7% | 4,390 | $516K |
| DAVENPORT & Co LLC | 0.00% | Add +6.3% | 4,383 | $515K |
| First International Bank & Trust | 0.16% | Reduce -8.2% | 4,357 | $512K |
| Carl P. Sherr & Co., LLC | 0.28% | Reduce -2.0% | 4,351 | $511K |
| KKM Financial LLC | 0.21% | Reduce -0.3% | 3,998 | $507K |
| Legacy Advisors, LLC | 0.05% | No change | 4,308 | $506K |
| Trail Ridge Investment Advisors, LLC | 0.26% | No change | 4,293 | $504K |
| Mosaic Family Wealth Partners, LLC | 0.07% | Reduce -1.1% | 4,250 | $499K |
| Liberty Capital Management, Inc. | 0.11% | Reduce -0.9% | 4,249 | $499K |
| Flagstar Securities, Inc. | 0.13% | Add +0.1% | 4,247 | $499K |
| Wise Wealth Partners | 1.19% | Add +18.5% | 4,234 | $497K |
| Signal Advisors Wealth, LLC | 0.05% | Add +7.5% | 4,206 | $494K |
| Icon Wealth Advisors, LLC | 0.04% | No change | 4,193 | $493K |
| WealthCare Investment Partners, LLC | 0.21% | New | 4,451 | $490K |
| Prestige Wealth Management Group LLC | 0.10% | Reduce -8.5% | 4,167 | $490K |
| Vaughan David Investments LLC | 0.01% | No change | 4,147 | $487K |
| First Command Advisory Services, Inc. | 0.00% | No change | 4,128 | $485K |
| Fingerlakes Wealth Management, Inc. | 0.41% | Add +0.1% | 4,111 | $483K |
| Hancock Whitney Corp. | 0.02% | Add +44.1% | 4,100 | $482K |
| Westmount Partners, LLC | 0.15% | No change | 4,072 | $478K |
| Avestar Capital, LLC | 0.05% | Reduce -5.1% | 4,060 | $477K |
| Twin Peaks Wealth Advisors, LLC | 0.22% | Add +6.8% | 4,162 | $476K |
| Strategies Wealth Advisors, LLC | 0.06% | New | 4,050 | $476K |
| Integrated Advisors Network LLC | 0.02% | Add +0.0% | 4,048 | $476K |
| Stratos Wealth Advisors, LLC | 0.03% | Reduce -0.7% | 4,043 | $475K |
| Smith, Moore & Co. | 0.04% | Add +4.5% | 4,037 | $474K |
| Baldwin Wealth Partners LLC | 0.03% | No change | 4,000 | $470K |
| Adero Partners, LLC | 0.03% | No change | 4,000 | $470K |
| Finley Financial, LLC | 0.26% | Add +2.0% | 3,840 | $466K |
| Annex Advisory Services, LLC | 0.01% | No change | 3,952 | $464K |
| Topsail Wealth Management, LLC | 0.09% | Reduce -4.8% | 3,931 | $462K |
| Westfield Capital Management Co. LP | 0.00% | Add +135.6% | 3,914 | $460K |
| Cohen Capital Management, Inc. | 0.08% | Reduce -5.8% | 3,863 | $454K |
| Savvy Advisors, Inc. | 0.05% | Add +13.3% | 3,861 | $454K |
| FF Advisors,LLC | 0.26% | No change | 3,620 | $450K |
| Middleton & Co. Inc. | 0.05% | No change | 3,819 | $449K |
| Skyline Advisors, Inc. | 0.18% | Add +0.1% | 3,809 | $447K |
| Trilogy Capital Inc. | 0.02% | Reduce -6.7% | 3,766 | $443K |
| Sage Capital Advisors,llc | 0.11% | No change | 3,728 | $438K |
| BlueChip Wealth Advisors LLC | 0.21% | No change | 3,724 | $438K |
| Level Four Advisory Services, LLC | 0.02% | Add +5.4% | 3,716 | $437K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +8.3% | 3,716 | $437K |
| Citizens Financial Group Inc. | 0.01% | Add +13.9% | 3,689 | $433K |
| St. Clair Advisors, LLC | 0.12% | No change | 3,658 | $430K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | New | 3,654 | $429K |
| Lodestar Private Asset Management LLC | 0.05% | No change | 3,647 | $428K |
| Ullmann Wealth Partners Group, LLC | 0.06% | No change | 3,630 | $427K |
| Texas Yale Capital Corp. | 0.02% | No change | 3,588 | $422K |
| BlueSky Wealth Advisors, LLC | 0.07% | Reduce -38.7% | 3,584 | $421K |
| Moss Adams Wealth Advisors LLC | 0.04% | No change | 3,574 | $420K |
| Sage Mountain Advisors LLC | 0.03% | Reduce -44.4% | 3,564 | $419K |
| Joseph P. Lucia & Associates, LLC | 0.19% | Add +1.0% | 3,550 | $417K |
| Mitchell McLeod Pugh & Williams Inc. | 0.09% | No change | 3,535 | $415K |
| Journey Strategic Wealth LLC | 0.01% | Reduce -27.8% | 3,526 | $414K |
| Freedom Investment Management, Inc. | 0.03% | Reduce -23.3% | 3,523 | $414K |
| IRON Financial LLC | 0.23% | Reduce -4.2% | 3,509 | $412K |
| Evercore Wealth Management, LLC | 0.01% | No change | 3,499 | $411K |
| Stratos Investment Management, LLC | 0.02% | Add +29.8% | 3,493 | $410K |
| Canandaigua National Trust Co of Florida | 0.36% | New | 3,491 | $410K |
| Carolinas Wealth Consulting LLC | 0.09% | Add +12.5% | 3,466 | $407K |
| NWF Advisory Services Inc. | 0.06% | Add +66.1% | 3,463 | $407K |
| Parkshore Wealth Management, Inc. | 0.24% | No change | 3,460 | $407K |
| Financial Sense Advisors, Inc. | 0.12% | Add +62.0% | 3,458 | $406K |
| Caprock Group, LLC | 0.01% | Add +26.6% | 3,450 | $405K |
| Old North State Trust, LLC | 0.26% | No change | 3,195 | $405K |
| Financial Advocates Investment Management | 0.03% | Reduce -12.2% | 3,407 | $400K |
| Partners in Financial Planning | 0.08% | No change | 3,403 | $400K |
| Cynosure Group, LLC | 0.06% | No change | 3,402 | $400K |
| Delta Financial Group, Inc. | 0.09% | Add +0.0% | 3,203 | $399K |
| Burt Wealth Advisors | 0.10% | Reduce -9.5% | 3,326 | $391K |
| L.K. Benson & Company, P.C. | 0.27% | Reduce -13.2% | 3,311 | $389K |
| Quantinno Capital Management LP | 0.00% | New | 3,304 | $388K |
| Quest 10 Wealth Builders, Inc. | 0.42% | Reduce -9.4% | 3,301 | $388K |
| Standard Family Office LLC | 0.51% | Reduce -42.9% | 3,300 | $388K |
| Oxbow Advisors, LLC | 0.04% | Add +0.0% | 3,282 | $386K |
| Quadrant Capital Group LLC | 0.01% | No change | 3,274 | $385K |
| Two Sigma Securities, LLC | 0.06% | Add +70.7% | 3,274 | $385K |
| City Holding Co. | 0.05% | Add +5.8% | 3,259 | $383K |
| Snider Financial Group | 0.12% | Reduce -2.3% | 3,250 | $382K |
| Martin Worley Group | 0.22% | Reduce -40.6% | 3,249 | $382K |
| Caldwell Trust Co | 0.04% | No change | 3,248 | $382K |
| Steph & Co. | 0.14% | Reduce -1.2% | 3,232 | $380K |
| Cherry Tree Wealth Management, LLC | 0.09% | Add +0.8% | 3,215 | $378K |
| Mason & Associates, LLC | 0.11% | No change | 3,203 | $376K |
| Anderson Hoagland & Co. | 0.04% | Reduce -1.5% | 3,600 | $376K |
| Advisory Resource Group | 0.08% | Add +13.8% | 3,193 | $375K |
| Rhumbline Advisers | 0.00% | Add +36.0% | 3,185 | $374K |
| Mgo One Seven LLC | 0.01% | Reduce -22.9% | 3,181 | $374K |
| True North Advisors, LLC | 0.07% | Reduce -1.9% | 3,180 | $374K |
| Paladin Advisory Group, LLC | 0.30% | Reduce -0.4% | 3,170 | $372K |
| Florida Trust Wealth Management Co | 0.01% | No change | 3,170 | $372K |
| Bourgeon Capital Management LLC | 0.08% | No change | 3,151 | $370K |
| FreeGulliver LLC | 0.19% | Reduce -8.8% | 3,144 | $369K |
| Roehl & Yi Investment Advisors, LLC | 0.20% | Reduce -3.5% | 3,142 | $369K |
| Armor Investment Advisors, LLC | 0.15% | No change | 3,138 | $369K |
| SkyOak Wealth, LLC | 0.08% | Reduce -3.4% | 3,134 | $368K |
| HFG Advisors, Inc. | 0.31% | Reduce -4.6% | 3,130 | $368K |
| Wolff Financial Management LLC | 0.10% | Reduce -1.7% | 3,114 | $366K |
| WealthTrust Axiom LLC | 0.11% | No change | 3,107 | $365K |
| Capital Advisors, Ltd. LLC | 0.05% | No change | 3,108 | $365K |
| Redhawk Wealth Advisors, Inc. | 0.05% | Add +5.6% | 3,103 | $365K |
| KilterHowling LLC | 0.23% | Add +0.0% | 2,865 | $363K |
| Madison Asset Management, LLC | 0.00% | No change | 3,078 | $362K |
| Bridges Investment Management Inc. | 0.01% | No change | 3,077 | $362K |
| RPg Family Wealth Advisory, LLC | 0.10% | New | 3,041 | $357K |
| Continuum Advisory, LLC | 0.05% | No change | 3,035 | $357K |
| Fiera Capital Corp | 0.00% | Reduce -10.1% | 3,030 | $356K |
| Smith Chas P & Associates Pa Cpas | 0.02% | Add +15.4% | 3,020 | $355K |
| White Lighthouse Investment Management Inc. | 0.06% | Reduce -10.3% | 3,017 | $354K |
| Midland Wealth Advisors, LLC | 0.02% | No change | 3,015 | $354K |
| Performance Wealth Partners, LLC | 0.01% | Add +24.4% | 3,005 | $353K |
| Capital Advisors Inc. | 0.01% | No change | 3,005 | $353K |
| Parsons Capital Management Inc. | 0.02% | Reduce -2.7% | 2,999 | $352K |
| Regal Investment Advisors LLC | 0.03% | Reduce -1.6% | 2,993 | $352K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.01% | Add +0.1% | 2,984 | $351K |
| Rothschild Capital Partners, LLC | 0.09% | Reduce -15.1% | 2,975 | $350K |
| Tassel Capital Management, Inc. | 0.30% | Add +16.3% | 2,961 | $348K |
| Grant Private Wealth Management Inc | 0.37% | No change | 2,954 | $347K |
| Uptick Partners, LLC | 0.12% | Reduce -1.2% | 2,926 | $344K |
| Sage Rhino Capital LLC | 0.08% | No change | 2,924 | $344K |
| LongView Wealth Management | 0.10% | Add +9.1% | 2,901 | $341K |
| Elequin Capital, LP | 0.09% | Add +425.9% | 2,898 | $340K |
| Wealth Alliance, LLC | 0.04% | Reduce -54.3% | 2,892 | $340K |
| Argent Advisors, Inc. | 0.11% | No change | 2,870 | $337K |
| AQR Capital Management | 0.00% | Add +59.9% | 2,868 | $337K |
| Baring Financial LLC | 0.28% | Reduce -15.2% | 2,867 | $337K |
| Texas Capital Bank Wealth Management Services Inc | 0.03% | Reduce -9.5% | 2,866 | $337K |
| Madison Wealth Partners, Inc | 0.08% | Reduce -2.8% | 2,811 | $330K |
| Cahill Wealth Management, LLC | 0.17% | No change | 2,800 | $329K |
| Advisory Alpha, LLC | 0.01% | Add +0.2% | 2,781 | $327K |
| Syntegra Private Wealth Group, LLC | 0.04% | No change | 2,766 | $325K |
| Independent Advisor Alliance | 0.01% | Reduce -84.2% | 2,745 | $323K |
| LifePlan Investment Advisors, Inc. | 0.18% | No change | 2,718 | $319K |
| Amplius Wealth Advisors, LLC | 0.03% | Reduce -0.1% | 2,710 | $318K |
| Mayflower Financial Advisors, LLC | 0.05% | Add +0.9% | 2,701 | $317K |
| High Falls Advisors, Inc | 0.07% | Add +18.9% | 2,698 | $317K |
| Cascade Financial Partners, LLC | 0.04% | Add +0.3% | 2,687 | $316K |
| Elevated Capital Advisors, LLC | 0.09% | No change | 2,686 | $316K |
| PFG Investments, LLC | 0.02% | Add +1.4% | 2,678 | $315K |
| Easterly Investment Partners LLC | 0.03% | Reduce -58.7% | 2,660 | $313K |
| American Financial & Tax Strategies Inc. | 0.17% | Reduce -14.1% | 2,638 | $310K |
| CRA Financial Services, LLC | 0.05% | Add +7.3% | 2,628 | $309K |
| BCGM Wealth Management, LLC | 0.09% | No change | 2,600 | $305K |
| Verdence Capital Advisors LLC | 0.02% | Add +9.3% | 2,586 | $304K |
| Patten Group, Inc. | 0.07% | Reduce -10.0% | 2,568 | $302K |
| TrueWealth Advisors, LLC | 0.10% | No change | 2,552 | $300K |
| Prosperity Planning, Inc. | 0.13% | Reduce -5.6% | 2,528 | $297K |
| First Financial Corp. | 0.14% | Reduce -0.7% | 2,522 | $296K |
| Parkside Financial Bank & Trust | 0.04% | Add +95.8% | 2,518 | $296K |
| Smithfield Trust Co | 0.01% | No change | 2,495 | $293K |
| PDS Planning, Inc | 0.02% | Reduce -0.6% | 2,493 | $293K |
| Signet Financial Management, LLC | 0.04% | Reduce -21.6% | 2,479 | $291K |
| Radnor Capital Management, LLC | 0.05% | No change | 2,479 | $291K |
| Magnolia Private Wealth, LLC | 0.24% | New | 2,420 | $284K |
| Noble Wealth Management PBC | 0.19% | No change | 2,404 | $282K |
| Pioneer Trust Bank N A | 0.07% | No change | 2,400 | $282K |
| Elevation Point Wealth Partners, LLC | 0.02% | Reduce -67.0% | 2,400 | $282K |
| Gen-Wealth Partners Inc | 0.12% | Add +0.0% | 2,396 | $282K |
| GTS Securities LLC | 0.01% | New | 2,395 | $281K |
| Fortune Financial Advisors, LLC | 0.24% | Add +37.8% | 2,394 | $281K |
| GeoWealth Management, LLC | 0.01% | Add +0.9% | 2,378 | $279K |
| Prairie Wealth Advisors, Inc. | 0.14% | Reduce -0.3% | 2,375 | $279K |
| Busey Bank | 0.01% | No change | 2,372 | $279K |
| Independence Bank of Kentucky | 0.04% | No change | 2,368 | $278K |
| Towercrest Capital Management | 0.05% | Reduce -32.3% | 2,360 | $277K |
| Lazard Asset Management LLC | 0.00% | No change | 2,365 | $277K |
| SeaCrest Wealth Management, LLC | 0.03% | No change | 2,355 | $277K |
| Orgel Wealth Management, LLC | 0.01% | Reduce -14.1% | 2,355 | $277K |
| LRI Investments, LLC | 0.03% | No change | 2,350 | $276K |
| Stage Harbor Financial, LLC | 0.23% | Reduce -6.7% | 2,340 | $275K |
| Axis Wealth Partners, LLC | 0.20% | Reduce -4.0% | 2,333 | $274K |
| WealthShield Partners, LLC | 0.04% | No change | 2,320 | $273K |
| Kendall Capital Management | 0.08% | No change | 2,318 | $272K |
| J. W. Coons Advisors, LLC | 0.07% | No change | 2,317 | $272K |
| Vista Capital Partners, Inc. | 0.03% | No change | 2,312 | $272K |
| 17 Capital Partners, LLC | 0.17% | Add +9.3% | 2,287 | $269K |
| Centaurus Financial, Inc. | 0.02% | Add +2.0% | 2,274 | $267K |
| Pacific Sun Financial Corp | 0.15% | Add +2.5% | 2,269 | $267K |
| Abacus Planning Group, Inc. | 0.05% | Add +0.8% | 2,259 | $265K |
| Breakwater Capital Group | 0.05% | Add +4.0% | 2,258 | $265K |
| Monarch Capital Management Inc. | 0.07% | No change | 2,256 | $265K |
| Monetary Management Group Inc. | 0.07% | Add +28.6% | 2,250 | $264K |
| Ironwood Investment Counsel, LLC | 0.05% | No change | 2,250 | $264K |
| Grove Bank & Trust | 0.04% | No change | 2,246 | $264K |
| Joel Isaacson & Co., LLC | 0.01% | Reduce -6.5% | 2,234 | $263K |
| Financial Perspectives, Inc | 0.09% | No change | 2,227 | $262K |
| BostonPremier Wealth LLC | 0.16% | Add +0.0% | 2,224 | $261K |
| Diversified Portfolios, Inc. | 0.03% | No change | 2,207 | $259K |
| McDonald Partners LLC | 0.07% | No change | 2,200 | $258K |
| Stiles Financial Services Inc | 0.10% | No change | 2,200 | $258K |
| Yardley Wealth Management LLC | 0.15% | Reduce -75.0% | 2,200 | $258K |
| LJI Wealth Management, LLC | 0.05% | Add +1.7% | 2,191 | $257K |
| Stephen J. Garry & Associates, LLC | 0.24% | No change | 2,187 | $257K |
| Schechter Investment Advisors, LLC | 0.02% | No change | 2,183 | $256K |
| Wedbush Securities Inc. | 0.01% | Reduce -30.5% | 2,171 | $255K |
| Rockbridge Investment Management, LCC | 0.03% | Add +4.6% | 2,170 | $255K |
| Alliance Wealth Management Group | 0.07% | No change | 2,156 | $253K |
| CGN Advisors LLC | 0.02% | Reduce -2.6% | 2,139 | $251K |
| Ausdal Financial Partners, Inc. | 0.02% | New | 2,130 | $250K |
| DT Investment Partners, LLC | 0.02% | No change | 2,124 | $250K |
| Pinnacle Wealth Management Advisory Group, LLC | 0.02% | Add +10.1% | 2,124 | $250K |
| Eubel Brady & Suttman Asset Management Inc. | 0.04% | No change | 2,120 | $249K |
| Howe & Rusling Inc. | 0.02% | Add +292.2% | 2,118 | $249K |
| Brady Family Wealth, LLC | 0.08% | No change | 2,115 | $248K |
| Daymark Wealth Partners, LLC | 0.01% | Reduce -5.7% | 2,107 | $248K |
| Arbor Investment Advisors, LLC | 0.03% | No change | 2,102 | $247K |
| Broadview Financial Management, LLC | 0.18% | Add +0.1% | 2,095 | $246K |
| Cozad Asset Management Inc. | 0.02% | No change | 2,088 | $245K |
| Bryn Mawr Trust Advisors, LLC | 0.01% | No change | 2,081 | $244K |
| Beacon Financial Advisory LLC | 0.07% | Add +1.4% | 2,076 | $244K |
| Garde Capital, Inc. | 0.01% | No change | 2,074 | $244K |
| Insight Advisors, LLC/ PA | 0.04% | No change | 2,069 | $243K |
| KPP Advisory Services LLC | 0.05% | No change | 2,066 | $243K |
| YHB Investment Advisors, Inc. | 0.02% | Reduce -8.8% | 2,064 | $242K |
| Foundation Wealth Management, LLC | 0.19% | No change | 2,052 | $241K |
| Cibc World Market Inc. | 0.00% | No change | 2,047 | $241K |
| ORG Partners LLC | 0.06% | Add +128.0% | 2,025 | $240K |
| Portland Global Advisors LLC | 0.03% | No change | 2,026 | $238K |
| Impact Partnership Wealth, LLC | 0.05% | Add +7.2% | 2,021 | $237K |
| Goelzer Investment Management, Inc. | 0.01% | Reduce -11.4% | 2,017 | $237K |
| Flagship Harbor Advisors, LLC | 0.01% | No change | 2,013 | $237K |
| Montz Harcus Wealth Management LLC | 0.13% | Add +0.1% | 2,011 | $236K |
| Sagespring Wealth Partners, LLC | 0.01% | Reduce -0.1% | 2,009 | $236K |
| Shared Vision Wealth Group LLC | 0.13% | No change | 2,008 | $236K |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 0.10% | Add +0.2% | 2,083 | $234K |
| Hazlett, Burt & Watson, Inc. | 0.11% | Reduce -19.6% | 1,995 | $234K |
| Norden Group LLC | 0.03% | Reduce -15.2% | 1,984 | $233K |
| Kingstone Capital Partners Texas, LLC | 0.19% | Add +0.1% | 1,955 | $230K |
| Tanager Wealth Management LLP | 0.03% | New | 1,949 | $229K |
| Scotia Capital Inc. | 0.00% | No change | 1,940 | $228K |
| Transce3nd, LLC | 0.10% | Reduce -6.3% | 1,942 | $227K |
| Keystone Wealth Services, LLC | 0.06% | Reduce -1.7% | 1,929 | $227K |
| Clayton Financial Group LLC | 0.08% | Add +1.9% | 1,928 | $227K |
| Safeguard Investment Advisory Group, LLC | 0.06% | Reduce -0.3% | 1,921 | $226K |
| Retirement Planning Group, LLC | 0.01% | Reduce -29.7% | 1,917 | $225K |
| Empower Advisory Group, LLC | 0.00% | Reduce -0.3% | 1,910 | $224K |
| Tritonpoint Wealth, LLC | 0.02% | Add +9.8% | 1,906 | $224K |
| West Michigan Advisors, LLC | 0.07% | Reduce -0.9% | 1,906 | $224K |
| Fayez Sarofim & Co | 0.00% | No change | 1,896 | $223K |
| Wealthspire Retirement, LLC | 0.02% | No change | 1,890 | $222K |
| Edge Financial Advisors LLC | 0.14% | Reduce -3.4% | 1,889 | $222K |
| Timonier Family Office, LTD. | 0.10% | No change | 1,862 | $219K |
| American State Bank (Iowa) | 0.13% | No change | 1,860 | $219K |
| CCG Wealth Management, LLC | 0.13% | No change | 1,859 | $218K |
| Windsor Capital Management, LLC | 0.07% | No change | 1,857 | $218K |
| Pps&v Asset Management Consultants, Inc. | 0.16% | No change | 1,852 | $218K |
| Simplex Trading, LLC | 0.01% | New | 1,840 | $216K |
| International Assets Investment Management, LLC | 0.02% | Reduce -57.9% | 1,835 | $216K |
| Philadelphia Trust Co. | 0.02% | No change | 1,826 | $215K |
| Von Berge Wealth Management Group, LLC | 0.14% | No change | 1,800 | $215K |
| Waterloo Capital, L.P. | 0.02% | Add +0.3% | 1,827 | $215K |
| Shira Ridge Wealth Management | 0.11% | No change | 1,822 | $214K |
| Cahill Financial Advisors Inc. | 0.03% | Reduce -23.6% | 1,814 | $213K |
| Hollencrest Capital Management | 0.01% | No change | 1,812 | $213K |
| Trivium Point Advisory, LLC | 0.03% | Reduce -11.4% | 1,800 | $211K |
| Consolidated Portfolio Review Corp | 0.03% | New | 1,793 | $211K |
| Summit Investment Advisors, Inc. | 0.19% | Add +13.5% | 1,701 | $209K |
| Northwest Financial Advisors | 0.17% | Reduce -0.4% | 1,781 | $209K |
| Diversify Advisory Services, LLC | 0.01% | New | 1,717 | $208K |
| SCS Capital Management LLC | 0.00% | New | 1,765 | $207K |
| Washington Trust Advisors, Inc. | 0.02% | Add +2.1% | 1,760 | $207K |
| Bar Harbor Wealth Management | 0.01% | No change | 1,760 | $207K |
| Centennial Bank | 0.10% | Add +252.7% | 1,753 | $206K |
| Roman Butler Fullerton & Co. | 0.08% | Add +0.1% | 1,793 | $205K |
| Sigma Investment Counselors Inc. | 0.01% | No change | 1,741 | $205K |
| Cora Capital Advisors LLC | 0.10% | No change | 1,740 | $204K |
| Cobblestone Capital Advisors LLC | 0.01% | No change | 1,740 | $204K |
| First Hawaiian Bank | 0.03% | No change | 1,734 | $204K |
| Maridea Wealth Management LLC | 0.07% | No change | 1,728 | $203K |
| Russell Investments Group, Ltd. | 0.00% | Add +51.7% | 1,717 | $202K |
| Blue Trust, Inc. | 0.00% | Reduce -6.3% | 1,697 | $199K |
| Oakworth Capital, Inc. | 0.01% | Add +3.0% | 1,692 | $199K |
| Acropolis Investment Management, LLC | 0.01% | No change | 1,675 | $197K |
| Salem Investment Counselors Inc. | 0.01% | No change | 1,670 | $196K |
| Trivant Custom Portfolio Group, LLC | 0.11% | Reduce -0.1% | 1,660 | $195K |
| Decker Retirement Planning Inc. | 0.12% | Add +8.8% | 1,645 | $193K |
| BOK Financial Private Wealth, Inc. | 0.01% | Reduce -25.5% | 1,606 | $189K |
| Duncker Streett & Co. Inc. | 0.04% | Add +2.6% | 1,580 | $186K |
| Farther Finance Advisors, LLC | 0.00% | Add +132.3% | 1,540 | $183K |
| Kestra Investment Management, LLC | 0.00% | Add +10253.3% | 1,553 | $182K |
| GW&K Investment Management, LLC | 0.00% | New | 1,521 | $179K |
| Performa Ltd (US), LLC | 0.06% | Add +0.1% | 1,455 | $171K |
| Milestone Investment Advisors LLC | 0.05% | No change | 1,415 | $166K |
| SOA Wealth Advisors, LLC. | 0.03% | No change | 1,408 | $165K |
| Ramirez Asset Management, Inc. | 0.03% | Add +55.6% | 1,400 | $164K |
| Montag A & Associates Inc. | 0.01% | Reduce -50.7% | 1,392 | $164K |
| Global Trust Asset Management, LLC | 0.10% | Reduce -90.0% | 1,387 | $163K |
| Hills Bank & Trust Co | 0.01% | No change | 1,383 | $162K |
| GPS Wealth Strategies Group, LLC | 0.02% | Add +51.4% | 1,372 | $161K |
| Evensky & Katz LLC | 0.01% | Add +0.1% | 1,368 | $161K |
| Sunbelt Securities, Inc. | 0.01% | No change | 1,256 | $148K |
| Arcadia Investment Advisors LLC | 0.08% | No change | 1,235 | $145K |
| AlphaCore Capital LLC | 0.01% | New | 1,234 | $145K |
| N.E.W. Advisory Services LLC | 0.01% | New | 1,228 | $144K |
| Creative Financial Designs Inc. | 0.01% | No change | 1,194 | $140K |
| Rialto Wealth Management, LLC | 0.04% | Reduce -3.5% | 1,185 | $139K |
| Trifecta Capital Advisors, LLC | 0.03% | No change | 1,146 | $135K |
| Pension & Wealth Management Advisors, Inc. | 0.05% | Add +0.1% | 1,145 | $135K |
| Atlantic Edge Private Wealth Management, LLC | 0.04% | No change | 1,140 | $134K |
| Runnymede Capital Advisors, Inc. | 0.13% | Reduce -8.5% | 1,125 | $132K |
| Pineridge Advisors LLC | 0.05% | Reduce -7.7% | 1,110 | $130K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | No change | 1,122 | $130K |
| Biltmore Family Office, LLC | 0.02% | No change | 1,096 | $129K |
| Eastern Bank | 0.00% | No change | 1,093 | $128K |
| Bogart Wealth, LLC | 0.01% | Reduce -5.2% | 1,078 | $127K |
| Ballast Advisors LLC | 0.04% | Reduce -16.2% | 1,032 | $121K |
| Tompkins Financial Corp. | 0.01% | No change | 1,027 | $121K |
| Perkins Coie Trust Co | 0.03% | No change | 1,027 | $121K |
| Trust Co | 0.01% | No change | 1,018 | $120K |
| Evermay Wealth Management LLC | 0.02% | No change | 1,000 | $117K |
| Copia Wealth Management | 0.11% | Reduce -0.1% | 988 | $116K |
| Union Savings Bank | 0.06% | Reduce -1.3% | 971 | $114K |
| REAP Financial Group, LLC | 0.03% | Reduce -31.1% | 961 | $113K |
| Salomon & Ludwin, LLC | 0.01% | Reduce -6.9% | 955 | $112K |
| WASHINGTON TRUST Co | 0.00% | No change | 952 | $112K |
| Realta Investment Advisors | 0.05% | Add +18.8% | 931 | $109K |
| Nova Wealth Management, Inc. | 0.09% | Add +333.5% | 919 | $108K |
| Bare Financial Services, Inc | 0.04% | No change | 910 | $107K |
| Matrix Private Capital Group LLC | 0.06% | No change | 900 | $106K |
| Pin Oak Investment Advisors Inc. | 0.08% | No change | 1,263 | $104K |
| Sound Income Strategies, LLC | 0.01% | Add +1.5% | 878 | $103K |
| William Blair Investment Management, LLC | 0.00% | New | 860 | $101K |
| Darwin Wealth Management, LLC | 0.03% | No change | 788 | $100K |
| Raffa Wealth Management, LLC | 0.02% | No change | 844 | $99K |
| Pinnacle Bancorp, Inc. | 0.03% | Add +6.1% | 820 | $96K |
| Migdal Insurance & Financial Holdings Ltd. | 0.00% | New | 820 | $96K |
| Sittner & Nelson, LLC | 0.04% | No change | 800 | $94K |
| Colonial Trust Advisors | 0.01% | No change | 800 | $94K |
| Corebridge Financial, Inc. | 0.00% | Reduce -20.0% | 800 | $94K |
| Rise Advisors, LLC | 0.04% | New | 780 | $92K |
| SIMA Wealth Partners, LLC | 0.08% | No change | 775 | $91K |
| TFC Financial Management, Inc. | 0.01% | No change | 764 | $90K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -12.1% | 763 | $90K |
| Lord & Richards Wealth Management, LLC | 0.10% | Reduce -58.7% | 747 | $88K |
| Deutsche Bank AG | 0.00% | No change | 746 | $88K |
| WealthCollab, LLC | 0.05% | No change | 743 | $87K |
| Knott David M Jr | 0.04% | No change | 695 | $82K |
| North Star Investment Management Corp. | 0.01% | No change | 690 | $81K |
| SYM FINANCIAL Corp | 0.01% | No change | 676 | $79K |
| Koesten, Hirschmann & Crabtree, INC. | 0.05% | Reduce -12.9% | 672 | $79K |
| Evelyn Partners Investment Management LLP | 0.00% | No change | 666 | $78K |
| Game Plan Financial Advisors, LLC | 0.04% | No change | 648 | $76K |
| Mather Group, Llc. | 0.00% | Reduce -71.3% | 645 | $76K |
| Hanson & Doremus Investment Management | 0.01% | No change | 628 | $74K |
| Gleason Group, Inc. | 0.01% | Add +0.2% | 627 | $74K |
| Webster Bank, N. A. | 0.01% | No change | 622 | $73K |
| Archer Investment Corp | 0.02% | No change | 593 | $70K |
| Stephens Consulting, LLC | 0.02% | No change | 576 | $68K |
| Elevation Wealth Partners, LLC | 0.03% | Add +0.2% | 573 | $67K |
| Wolff Wiese Magana LLC | 0.05% | No change | 572 | $67K |
| Mill Capital Management, LLC | 0.01% | No change | 570 | $67K |
| Beacon Capital Management, LLC | 0.01% | No change | 570 | $67K |
| Pflug Koory, LLC | 0.04% | No change | 560 | $66K |
| TCTC Holdings, LLC | 0.00% | No change | 550 | $65K |
| Glassman Wealth Services | 0.01% | Add +4.5% | 516 | $61K |
| Bank of New Hampshire | 0.02% | No change | 512 | $60K |
| Pinney & Scofield, Inc. | 0.04% | No change | 509 | $60K |
| Compass Planning Associates Inc | 0.06% | No change | 498 | $59K |
| Operose Advisors LLC | 0.02% | No change | 496 | $58K |
| HighMark Wealth Management LLC | 0.03% | Add +2.8% | 482 | $57K |
| Integrity Financial Corp | 0.03% | Add +25.3% | 480 | $56K |
| CoreCap Advisors, LLC | 0.00% | Reduce -1.7% | 473 | $56K |
| Ameriflex Group, Inc. | 0.02% | Add +377.8% | 473 | $56K |
| HWG Holdings LP | 0.02% | Reduce -99.7% | 472 | $55K |
| Hamilton Point Investment Advisors, LLC | 0.01% | No change | 472 | $55K |
| Albion Financial Group | 0.00% | Reduce -57.2% | 471 | $55K |
| Atwood & Palmer Inc. | 0.00% | No change | 460 | $54K |
| LGT Financial Advisors LLC | 0.16% | Reduce -37.6% | 458 | $54K |
| Mechanics Financial Corp | 0.02% | No change | 456 | $54K |
| Financial Gravity Asset Management, Inc. | 0.01% | — | 440 | $52K |
| Bernard Wealth Management Corp. | 0.02% | No change | 428 | $50K |
| Kimelman & Baird, LLC | 0.00% | No change | 428 | $50K |
| Horizons Wealth Management | 0.04% | No change | 426 | $50K |
| Medallion Wealth Advisors, LLC | 0.02% | No change | 420 | $49K |
| Wood Tarver Financial Group, LLC | 0.02% | No change | 401 | $47K |
| Coston, McIsaac & Partners | 0.01% | No change | 405 | $47K |
| Indiana Trust & Investment Management Co | 0.02% | No change | 383 | $45K |
| Nalls Sherbakoff Group, LLC | 0.04% | — | 383 | $45K |
| Millstone Evans Group, LLC | 0.03% | Add +436.6% | 381 | $45K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -10.5% | 375 | $44K |
| TOWER TRUST & INVESTMENT Co | 0.03% | — | 342 | $41K |
| Concord Wealth Partners | 0.01% | No change | 329 | $39K |
| Pittenger & Anderson Inc. | 0.00% | No change | 320 | $38K |
| CX Institutional | 0.00% | New | 311 | $37K |
| Founders Financial Alliance, LLC | 0.01% | Add +19.5% | 307 | $36K |
| Asset Dedication, LLC | 0.00% | Reduce -39.4% | 305 | $36K |
| Richardson Financial Services Inc. | 0.03% | No change | 304 | $36K |
| Insight Inv LLC | 0.02% | No change | 298 | $35K |
| Adirondack Trust Co. | 0.01% | No change | 296 | $35K |
| Cape Investment Advisory, Inc. | 0.01% | Reduce -0.7% | 289 | $34K |
| Register Financial Advisors LLC | 0.02% | No change | 284 | $33K |
| Smartleaf Asset Management LLC | 0.00% | No change | 273 | $32K |
| JNBA Financial Advisors | 0.00% | No change | 267 | $31K |
| Avion Wealth | 0.01% | No change | 248 | $31K |
| West Branch Capital LLC | 0.01% | Reduce -17.5% | 260 | $31K |
| Anfield Capital Management, LLC | 0.01% | No change | 258 | $30K |
| Federated Hermes, Inc. | 0.00% | New | 243 | $29K |
| Capital Investment Advisory Services, LLC | 0.00% | Add +69.6% | 229 | $27K |
| Evelyn Partners Asset Management Ltd | 0.01% | No change | 224 | $26K |
| Laurel Wealth Advisors LLC | 0.00% | No change | 222 | $26K |
| Ameliora Wealth Management Ltd. | 0.01% | No change | 200 | $25K |
| BankPlus Trust Department | 0.01% | No change | 208 | $24K |
| DHJJ Financial Advisors, Ltd. | 0.01% | Reduce -2.8% | 207 | $24K |
| Hughes Financial Services, LLC | 0.00% | New | 202 | $24K |
| Richard W. Paul & Associates, LLC | 0.01% | Reduce -42.8% | 203 | $24K |
| Plante Moran Financial Advisors, LLC | 0.00% | No change | 200 | $23K |
| Headlands Technologies LLC | 0.00% | Reduce -97.3% | 196 | $23K |
| Resources Management Corp. /CT/ | 0.00% | No change | 200 | $23K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 184 | $22K |
| Delta Asset Management LLC | 0.00% | No change | 180 | $21K |
| CarsonAllaria Wealth Management, Ltd. | 0.01% | No change | 178 | $21K |
| Investors Research Corp | 0.00% | Add +73.5% | 170 | $20K |
| Mascoma Wealth Management LLC | 0.00% | Reduce -46.5% | 168 | $20K |
| MPWM Advisory Solutions, LLC | 0.01% | Reduce -5.7% | 167 | $20K |
| Syntax Research, Inc. | 0.01% | Reduce -38.2% | 162 | $19K |
| Riverview Trust Co | 0.02% | No change | 150 | $18K |
| Lowe Wealth Advisors, LLC | 0.01% | No change | 150 | $18K |
| HHM Wealth Advisors, LLC | 0.00% | No change | 150 | $18K |
| United Community Bank | 0.01% | No change | 149 | $18K |
| Mark Sheptoff Financial Planning, LLC | 0.01% | Add +40.0% | 147 | $17K |
| American Capital Advisory, LLC | 0.01% | New | 143 | $17K |
| Crewe Advisors LLC | 0.00% | No change | 133 | $16K |
| Anchor Investment Management, LLC | 0.00% | No change | 130 | $15K |
| Legacy Wealth Managment, LLC | 0.01% | No change | 124 | $15K |
| Physician Wealth Advisors, Inc. | 0.00% | No change | 120 | $14K |
| American National Bank & Trust | 0.00% | No change | 120 | $14K |
| PrairieView Partners, LLC | 0.00% | Reduce -44.4% | 125 | $14K |
| Mb, Levis & Associates, LLC | 0.01% | No change | 112 | $13K |
| St Germain D J Co. Inc. | 0.00% | No change | 108 | $13K |
| Caldwell Sutter Capital, Inc. | 0.01% | No change | 102 | $12K |
| one8zero8, LLC | 0.00% | No change | 102 | $12K |
| Windsor Advisory Group, LLC | 0.02% | No change | 102 | $12K |
| Missouri Trust & Investment Co | 0.00% | No change | 100 | $12K |
| CSS LLC | 0.00% | New | 100 | $12K |
| Bfsg, LLC | 0.00% | New | 100 | $12K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 100 | $12K |
| MorganRosel Wealth Management, LLC | 0.00% | New | 99 | $12K |
| Peoples Financial Services Corp. | 0.01% | No change | 99 | $12K |
| Capital A Wealth Management, LLC | 0.01% | Reduce -24.6% | 98 | $12K |
| Redwood Park Advisors LLC | 0.01% | No change | 96 | $11K |
| Crews Bank & Trust | 0.00% | No change | 94 | $11K |
| New Republic Capital, LLC | 0.00% | Reduce -46.1% | 91 | $11K |
| Field & Main Bank | 0.00% | No change | 90 | $11K |
| Vermillion & White Wealth Management Group, LLC | 0.01% | No change | 87 | $10K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | No change | 78 | $9K |
| Rothschild Investment LLC | 0.00% | New | 77 | $9K |
| Aventura Private Wealth, LLC | 0.00% | No change | 75 | $9K |
| Abound Wealth Management | 0.00% | No change | 69 | $8K |
| NFSG Corp | 0.00% | Reduce -33.3% | 64 | $8K |
| Provenance Wealth Advisors, LLC | 0.00% | No change | 60 | $7K |
| Park Square Financial Group, LLC | 0.01% | Reduce -52.9% | 58 | $7K |
| Alaska Permanent Capital Management, LLC | 0.00% | Reduce -34.9% | 56 | $7K |
| High Note Wealth, LLC | 0.00% | No change | 52 | $6K |
| Nemes Rush Group LLC | 0.00% | No change | 51 | $6K |
| Whipplewood Advisors, LLC | 0.00% | New | 73 | $6K |
| Robinswood Financial LLC | 0.00% | No change | 45 | $5K |
| Barnes Dennig Private Wealth Management LLC | 0.01% | — | 44 | $5K |
| Horizon Investments, LLC | 0.00% | Add +300.0% | 44 | $5K |
| New Millennium Group LLC | 0.00% | Reduce -25.0% | 42 | $5K |
| Versant Capital Management, Inc | 0.00% | No change | 42 | $5K |
| Hexagon Capital Partners LLC | 0.00% | No change | 36 | $4K |
| Nvwm, LLC | 0.00% | No change | 35 | $4K |
| CNB Bank | 0.00% | No change | 33 | $4K |
| Broadwater Capital Management LLC | 0.00% | No change | 32 | $4K |
| Center for Financial Planning, Inc. | 0.00% | New | 32 | $4K |
| Phillips Financial Management, LLC | 0.00% | No change | 32 | $4K |
| Piscataqua Savings Bank | 0.00% | No change | 30 | $4K |
| PFG Private Wealth Management, LLC | 0.00% | No change | 26 | $3K |
| Marshall & Sterling Wealth Advisors Inc. | 0.00% | No change | 23 | $3K |
| Rossby Financial, LCC | 0.00% | New | 18 | $2K |
| Tower View Wealth Management LLC | 0.00% | No change | 18 | $2K |
| Main Street Group, LTD | 0.00% | No change | 12 | $1K |
| Orion Capital Management LLC | 0.00% | No change | 11 | $1K |
| Your Advocates Ltd., LLP | 0.00% | No change | 9 | $1K |
| Transamerica Financial Advisors, LLC | 0.00% | No change | 4 | $1K |
| Hurley Capital, LLC | 0.00% | New | 8 | $940 |
| Motco | 0.00% | No change | 6 | $705 |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -100.0% | 5 | $587 |
"% 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.