iShares Russell Mid-Cap GrowIWPETF
13F holders, Q3 2025 (September 30)1,163holders −4
60new positions
57sold out
3famous investors
$142.45avg. 13F price*
At the end of Q3 2025, 1,163 institutions reported holding iShares Russell Mid-Cap Grow (IWP) in their 13F filings, down 4 from Q2 2025. 60 opened new positions and 57 sold out. The largest holders were Morgan Stanley ($2.8B), Bank of America Corp. ($878.7M) and Jones Financial Companies LLLP ($795.0M). 3 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Cliff Asness (0.0% of AQR Capital 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 Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 60 | $294.5M |
| Exits | 57 | $77.3M |
All 13F filers, Q2 2025 → Q3 2025: 12,735,522 shares bought and 2,828,953 shares sold, net +9,906,569 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,163 holders
| Morgan Stanley | 0.17% | Add +2.3% | 19,819,977 | $2.8B |
| Bank of America Corp. | 0.07% | Reduce -6.9% | 6,170,360 | $878.7M |
| Jones Financial Companies LLLP | 0.54% | Add +6.6% | 5,577,746 | $795.0M |
| Envestnet Asset Management Inc. | 0.22% | Add +171.1% | 5,397,376 | $768.6M |
| Wells Fargo & Company | 0.15% | Add +1.2% | 5,229,200 | $744.7M |
| First Command Advisory Services, Inc. | 3.67% | Add +80392.3% | 3,554,538 | $506.2M |
| Ameriprise Financial Inc. | 0.08% | Add +1.0% | 2,551,080 | $363.3M |
| LPL Financial LLC | 0.10% | Add +3.6% | 2,455,158 | $349.6M |
| PNC Financial Services Group, Inc. | 0.21% | Reduce -0.8% | 2,445,568 | $348.3M |
| Tiaa Trust, National Association | 0.84% | Reduce -4.4% | 2,428,897 | $345.9M |
| Commonwealth Equity Services, LLC | 0.44% | Reduce -4.2% | 2,392,379 | $340.7M |
| UBS Group AG | 0.06% | Add +1.4% | 2,315,376 | $329.7M |
| Cassaday & Co Wealth Management LLC | 6.95% | Add +0.4% | 2,118,203 | $301.7M |
| Vantagepoint Investment Advisers LLC | 2.20% | New | 1,895,296 | $269.9M |
| Envestnet Portfolio Solutions, Inc. | 0.96% | Add +13.5% | 1,821,506 | $259.4M |
| First Citizens Bank & Trust Co. | 5.21% | Add +14.2% | 1,697,745 | $241.8M |
| Commerce Bank | 1.32% | Reduce -3.5% | 1,662,368 | $236.7M |
| US Bancorp \de | 0.26% | Reduce -0.3% | 1,567,496 | $223.2M |
| Northwestern Mutual Wealth Management Co. | 0.13% | Reduce -1.5% | 1,328,199 | $189.1M |
| Cullen/Frost Bankers, Inc. | 1.98% | Add +25.0% | 1,194,862 | $170.2M |
| FMR LLC | 0.01% | Add +0.6% | 1,174,648 | $167.3M |
| Osaic Holdings, Inc. | 0.22% | Add +5.6% | 1,118,642 | $159.6M |
| Raymond James Financial Inc. | 0.04% | Add +12.4% | 901,525 | $128.4M |
| Financial Advisory Corp | 15.55% | Reduce -2.1% | 741,438 | $105.6M |
| JPMorgan Chase & Co. | 0.01% | Add +9.2% | 731,419 | $104.2M |
| Pacific Life Fund Advisors LLC | 10.26% | Reduce -8.0% | 701,989 | $100.0M |
| Truist Financial Corp. | 0.13% | Reduce -0.5% | 676,290 | $96.3M |
| Cetera Investment Advisers | 0.11% | Add +59.2% | 667,880 | $95.1M |
| Royal Bank of Canada | 0.02% | Add +2.9% | 651,550 | $92.8M |
| CIBC Private Wealth Group LLC | 0.16% | Reduce -1.4% | 642,422 | $91.5M |
| Mariner, LLC | 0.11% | Reduce -2.2% | 618,245 | $88.0M |
| Focus Partners Wealth | 0.13% | Add +32.6% | 571,828 | $81.4M |
| Stephens Inc. | 0.99% | Add +0.5% | 544,940 | $77.6M |
| Stephens Group Asset Management, LLC | 5.15% | Add +1.4% | 536,543 | $76.4M |
| Equitable Holdings, Inc. | 0.54% | Add +1.2% | 515,677 | $73.4M |
| American Family Investments, Inc. | 3.75% | Reduce -3.9% | 502,798 | $71.6M |
| BNP Paribas Financial Markets | 0.06% | Add +102.1% | 501,000 | $71.3M |
| Zions Bancorporation, National Association | 3.35% | Reduce -4.2% | 475,310 | $67.7M |
| Rodgers & Associates, LTD | 6.02% | Reduce -2.6% | 410,026 | $58.4M |
| Johnson Investment Counsel Inc. | 0.48% | Reduce -0.5% | 402,757 | $57.4M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -1.8% | 400,641 | $57.1M |
| Creative Planning | 0.04% | Reduce -1.5% | 384,009 | $54.7M |
| GLOBALT Investments LLC / GA | 2.00% | Reduce -2.1% | 383,970 | $54.7M |
| Wescott Financial Advisory Group, LLC | 4.32% | Reduce -2.9% | 338,238 | $48.2M |
| AMG National Trust Bank | 1.16% | Add +1.4% | 334,634 | $47.7M |
| HighTower Advisors, LLC | 0.05% | Add +38.1% | 332,205 | $47.3M |
| Integrated Investment Consultants, LLC | 8.02% | Reduce -0.7% | 331,728 | $47.2M |
| M&T Bank Corp | 0.15% | Reduce -1.4% | 314,036 | $44.7M |
| Truepoint, Inc. | 0.95% | Reduce -0.8% | 286,402 | $40.8M |
| Comerica Bank | 0.15% | Add +3.9% | 285,797 | $40.7M |
| Cambridge Investment Research Advisors, Inc. | 0.11% | Add +4.6% | 279,512 | $39.8M |
| Wealthspire Advisors, LLC | 0.20% | Add +0.2% | 273,026 | $38.9M |
| Cedar Mountain Advisors, LLC | 7.54% | Reduce -3.8% | 272,064 | $38.7M |
| Krilogy Financial LLC | 1.40% | Add +11.3% | 266,847 | $37.2M |
| Bank of Hawaii | 1.71% | Add +2.5% | 240,446 | $34.2M |
| Moneta Group Investment Advisors LLC | 0.27% | Add +0.6% | 237,990 | $33.9M |
| Badgley Phelps Wealth Managers, LLC | 0.71% | Add +0.7% | 236,619 | $33.7M |
| Baird Financial Group, Inc. | 0.05% | Add +9.2% | 232,952 | $33.2M |
| Lido Advisors, LLC | 0.13% | Add +2.4% | 214,572 | $30.6M |
| Congress Asset Management Co. | 0.20% | Add +38.7% | 210,106 | $29.9M |
| RTD Financial Advisors, Inc. | 3.57% | Reduce -3.4% | 208,332 | $29.7M |
| Jacobi Capital Management LLC | 1.80% | Add +0.8% | 207,892 | $29.6M |
| Fifth Third Bancorp | 0.09% | Reduce -2.4% | 206,409 | $29.4M |
| Oppenheimer & Co. Inc. | 0.36% | Reduce -1.3% | 204,544 | $29.1M |
| Accredited Investors Inc. | 1.59% | Reduce -2.6% | 200,795 | $28.6M |
| Rockefeller Capital Management L.P. | 0.05% | Add +2.4% | 196,092 | $27.9M |
| Orion Porfolio Solutions, LLC | 0.22% | Reduce -25.6% | 195,024 | $27.8M |
| SVB Wealth LLC | 1.46% | Add +6.2% | 190,430 | $27.1M |
| Natixis Advisors, LLC | 0.04% | Add +17.9% | 185,143 | $26.4M |
| GenWealth Group, Inc. | 4.90% | Reduce -3.8% | 184,910 | $26.3M |
| Hantz Financial Services, Inc. | 0.39% | Add +7.5% | 181,459 | $25.8M |
| Bokf, NA | 0.38% | Add +1.6% | 176,804 | $25.2M |
| Keybank National Association | 0.09% | Reduce -7.6% | 175,839 | $25.0M |
| Steward Partners Investment Advisory, LLC | 0.14% | Add +8.5% | 173,791 | $24.7M |
| MML Investors Services, LLC | 0.06% | Reduce -6.9% | 170,532 | $24.3M |
| Waverly Advisors, LLC | 0.23% | Add +6.0% | 165,109 | $23.5M |
| Corient Private Wealth LP | 0.04% | Add +3.3% | 162,590 | $23.2M |
| Kestra Advisory Services, LLC | 0.11% | Add +30.8% | 161,512 | $23.0M |
| Bank of Montreal | 0.01% | Reduce -1.3% | 154,812 | $22.0M |
| Midwest Trust Co | 0.28% | Add +18.9% | 153,503 | $21.9M |
| Captrust Financial Advisors | 0.04% | Reduce -2.0% | 150,315 | $21.4M |
| Stifel Financial Corp. | 0.02% | Add +8.2% | 149,742 | $21.3M |
| Northern Trust Corp. | 0.00% | Reduce -6.5% | 147,253 | $21.0M |
| Brown Advisory Inc. | 0.03% | Add +279.5% | 144,660 | $20.6M |
| Bishop & Co Investment Management, LLC | 6.83% | Reduce -0.1% | 143,469 | $20.4M |
| Mesirow Financial Investment Management, Inc. | 0.36% | Add +0.8% | 142,861 | $20.3M |
| Kestra Private Wealth Services, LLC | 0.26% | Add +2.9% | 139,505 | $19.9M |
| Synovus Financial Corp. | 0.22% | Add +1.3% | 136,009 | $19.4M |
| Whitaker-Myers Wealth Managers, LTD. | 4.22% | Add +5.5% | 135,831 | $19.3M |
| Financial Partners Group, Inc | 2.40% | Add +0.1% | 135,561 | $19.3M |
| Mechanics Bank Trust Department | 2.71% | Add +11.3% | 135,359 | $19.3M |
| One Capital Management, LLC | 0.61% | Reduce -14.2% | 133,471 | $19.0M |
| MAI Capital Management | 0.12% | Reduce -0.3% | 133,346 | $19.0M |
| Private Advisor Group, LLC | 0.09% | Reduce -0.5% | 133,334 | $19.0M |
| LBJ Family Wealth Advisors, Ltd. | 10.34% | Reduce -2.2% | 133,197 | $19.0M |
| Qube Research & Technologies Ltd | 0.03% | Add +12.1% | 130,099 | $18.5M |
| FSA Wealth Management LLC | 6.74% | Reduce -1.4% | 129,327 | $18.4M |
| Pinnacle Financial Partners Inc | 0.43% | Add +3.3% | 125,430 | $17.9M |
| Falcon Wealth Planning | 1.59% | Add +3.4% | 123,899 | $17.6M |
| Wealth Enhancement Advisory Services, LLC | 0.03% | Add +1.1% | 119,635 | $17.1M |
| Forvis Mazars Wealth Advisors, LLC | 0.33% | Reduce -3.1% | 117,373 | $16.7M |
| Avantax Planning Partners, Inc. | 0.48% | Reduce -5.3% | 116,981 | $16.7M |
| JMG Financial Group, Ltd. | 0.47% | Reduce -2.6% | 116,185 | $16.5M |
| Curi Capital, LLC | 0.30% | Add +2.6% | 113,056 | $16.1M |
| HUB Investment Partners, LLC | 0.58% | Reduce -0.2% | 110,399 | $15.7M |
| Stonebridge Financial Group, LLC | 1.38% | Reduce -2.4% | 110,064 | $15.7M |
| Nuveen, LLC | 0.00% | Add +105.6% | 109,497 | $15.6M |
| Bartlett & Co. Wealth Management LLC | 0.20% | Reduce -1.6% | 108,366 | $15.4M |
| Bank of New York Mellon Corp | 0.00% | Reduce -13.1% | 107,228 | $15.3M |
| United Capital Management of KS, Inc. | 1.97% | Add +1.1% | 101,799 | $14.5M |
| Connecticut Wealth Management, LLC | 0.64% | Reduce -0.0% | 100,791 | $14.4M |
| Future Fund LLC | 4.98% | No change | 99,049 | $14.1M |
| LMG Wealth Partners, LLC | 2.61% | Add +0.3% | 98,695 | $14.1M |
| Strategic Equity Management | 5.17% | Reduce -1.9% | 98,034 | $14.0M |
| First Citizens Asset Management, Inc. | 4.92% | Add +13.1% | 97,372 | $13.9M |
| Sanctuary Advisors, LLC | 0.08% | Add +4.1% | 96,304 | $13.7M |
| Pathstone Holdings, LLC | 0.05% | Reduce -38.5% | 95,140 | $13.5M |
| Farmers & Merchants Investments Inc. | 0.38% | Add +0.7% | 93,629 | $13.3M |
| NewEdge Advisors, LLC | 0.06% | Add +2.1% | 92,782 | $13.2M |
| NorthRock Partners, LLC | 0.24% | Reduce -0.5% | 92,507 | $13.2M |
| Mill Creek Capital Advisors, LLC | 0.26% | No change | 90,083 | $12.8M |
| Canandaigua National Bank & Trust Co. | 1.12% | Add +6.9% | 89,663 | $12.8M |
| AE Wealth Management LLC | 0.08% | Reduce -46.1% | 89,243 | $12.7M |
| Occidental Asset Management, LLC | 1.59% | Reduce -1.7% | 89,016 | $12.7M |
| First Citizens Investor Services, Inc. | 4.88% | — | 88,640 | $12.6M |
| Cwm, LLC | 0.04% | Add +2.6% | 88,206 | $12.6M |
| Southern Capital Advisors, LLC | 5.83% | Add +1.7% | 87,283 | $12.4M |
| NorthCoast Asset Management LLC | 0.05% | Add +0.4% | 86,808 | $12.4M |
| VestGen Advisors, LLC | 0.41% | Add +2.9% | 85,745 | $12.2M |
| XML Financial, LLC | 0.94% | Reduce -0.4% | 81,435 | $11.6M |
| Heck Capital Advisors, LLC | 0.88% | Reduce -2.8% | 80,283 | $11.4M |
| Systelligence, LLC | 2.16% | Reduce -43.0% | 79,803 | $11.4M |
| Argent Trust Co | 0.40% | Add +0.0% | 79,226 | $11.3M |
| Whitegate Investment Counselors, Inc. | 3.69% | Add +0.2% | 78,676 | $11.2M |
| Legacy Edge Advisors, LLC | 1.29% | Add +0.5% | 76,874 | $10.9M |
| WestHill Financial Advisors, Inc. | 2.11% | Add +1.9% | 75,771 | $10.8M |
| UMB Bank, n.a. | 0.15% | Reduce -18.6% | 72,955 | $10.4M |
| Petra Financial Advisors Inc. | 6.03% | Add +3.0% | 72,659 | $10.3M |
| IFP Advisors, Inc | 0.26% | Reduce -0.8% | 70,653 | $10.1M |
| Sterling Capital Management LLC | 0.15% | Reduce -23.0% | 70,438 | $10.0M |
| First Merchants Corp. | 0.37% | Add +2.2% | 69,012 | $9.8M |
| Sowell Financial Services LLC | 0.37% | Add +16.1% | 68,118 | $9.7M |
| First Foundation Advisors | 0.35% | Reduce -10.3% | 67,305 | $9.6M |
| Sequent Asset Management, LLC | 4.55% | No change | 67,200 | $9.6M |
| Janney Montgomery Scott LLC | 0.02% | Reduce -2.2% | 67,073 | $9.6M |
| Stock Yards Bank & Trust Co. | 0.29% | Add +6.5% | 65,688 | $9.4M |
| &partners | 0.06% | Add +3.0% | 65,097 | $9.3M |
| KMG Fiduciary Partners, LLC | 0.61% | Add +0.1% | 63,631 | $9.1M |
| Private Wealth Asset Management, LLC | 1.05% | Reduce -2.5% | 62,609 | $8.9M |
| J.W. Cole Advisors, Inc. | 0.17% | Reduce -9.4% | 62,312 | $8.9M |
| Crescent Grove Advisors, LLC | 0.84% | Reduce -0.1% | 61,323 | $8.7M |
| Stratos Wealth Partners, LTD. | 0.10% | Add +12.8% | 60,893 | $8.7M |
| Assetmark, Inc. | 0.02% | Reduce -14.1% | 60,845 | $8.7M |
| Stevens Capital Partners | 2.50% | Add +3.9% | 58,856 | $8.4M |
| Clear Harbor Asset Management, LLC | 0.59% | Add +2.9% | 58,515 | $8.3M |
| GHP Investment Advisors, Inc. | 0.35% | Reduce -1.6% | 58,422 | $8.3M |
| Sterling Manor Financial, LLC | 5.19% | Reduce -12.1% | 57,820 | $8.2M |
| Piedmont Capital Management, LLC | 4.32% | Reduce -5.4% | 57,797 | $8.2M |
| Prosperity Consulting Group, LLC | 0.39% | Add +3.3% | 55,640 | $7.9M |
| Cerity Partners LLC | 0.01% | Reduce -5.8% | 55,352 | $7.9M |
| Corundum Group, Inc. | 3.16% | No change | 54,033 | $7.7M |
| Focus Partners Advisor Solutions, LLC | 0.09% | Add +7.7% | 53,817 | $7.7M |
| Freestone Capital Holdings, LLC | 0.23% | Reduce -4.0% | 52,862 | $7.5M |
| Modera Wealth Management, LLC | 0.09% | Reduce -0.6% | 52,544 | $7.5M |
| Powell Investment Advisors, LLC | 2.62% | Reduce -2.9% | 52,518 | $7.5M |
| Gladstone Institutional Advisory LLC | 0.28% | Reduce -13.8% | 51,491 | $7.3M |
| Moneywise, Inc. | 3.31% | Reduce -1.1% | 51,335 | $7.3M |
| Peapack Gladstone Financial Corp. | 0.09% | Add +1.8% | 51,096 | $7.3M |
| First National Trust Co | 0.25% | Add +116.6% | 51,032 | $7.3M |
| Clearstead Advisors, LLC | 0.11% | Reduce -4.5% | 50,833 | $7.2M |
| Condor Capital Management | 0.59% | Reduce -15.3% | 50,126 | $7.1M |
| Mainsail Financial Group, LLC | 3.02% | Add +2.2% | 49,250 | $7.0M |
| Conning Inc. | 0.24% | No change | 48,426 | $6.9M |
| Monument Capital Management | 1.71% | Reduce -7.4% | 48,129 | $6.9M |
| Phoenix Financial Ltd. | 0.08% | Reduce -25.4% | 47,826 | $6.8M |
| Blair William & Co. | 0.02% | Reduce -1.0% | 47,298 | $6.7M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -14.8% | 46,844 | $6.7M |
| Johnson Financial Group, Inc. | 0.25% | Add +29.7% | 46,403 | $6.6M |
| Tocqueville Asset Management L.P. | 0.10% | Reduce -9.7% | 46,387 | $6.6M |
| Bessemer Group Inc. | 0.01% | Reduce -2.8% | 46,373 | $6.6M |
| Vance Wealth, LLC | 2.02% | Reduce -3.7% | 46,111 | $6.6M |
| McAdam, LLC | 0.31% | Reduce -3.4% | 44,808 | $6.4M |
| Fifth Third Securities, Inc. | 0.43% | Reduce -0.1% | 44,382 | $6.3M |
| Thrivent Financial for Lutherans | 0.01% | Add +63.6% | 44,027 | $6.3M |
| Capital Group Private Client Services, Inc. | 0.10% | Reduce -0.0% | 43,481 | $6.2M |
| TAGStone Capital, Inc. | 2.43% | Add +0.2% | 43,149 | $6.1M |
| First Horizon Corp. | 0.29% | — | 43,135 | $6.1M |
| Hilltop National Bank | 1.51% | Add +0.5% | 43,128 | $6.1M |
| Park Avenue Securities LLC | 0.05% | Add +6.6% | 42,961 | $6.1M |
| Lee Financial Co | 0.76% | Reduce -1.6% | 42,364 | $6.0M |
| Old National Bancorp | 0.10% | Reduce -2.7% | 41,884 | $6.0M |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 0.95% | Add +1.0% | 41,714 | $5.9M |
| Investment Partners, LTD. | 2.08% | Add +2.4% | 41,396 | $5.9M |
| FineMark National Bank & Trust | 0.19% | Add +5.5% | 40,839 | $5.8M |
| Coldstream Capital Management Inc. | 0.08% | Add +7.6% | 39,630 | $5.6M |
| Meridian Wealth Management, LLC | 0.22% | Add +5.5% | 39,415 | $5.6M |
| CreativeOne Wealth, LLC | 0.14% | Reduce -3.4% | 39,180 | $5.6M |
| Regions Financial Corp. | 0.04% | Add +0.9% | 38,488 | $5.5M |
| Saiph Capital, LLC | 1.95% | Add +1.1% | 38,073 | $5.4M |
| Brady Martz Wealth Solutions, LLC | 0.97% | Reduce -1.2% | 37,684 | $5.4M |
| Kayne Anderson Rudnick Investment Management LLC | 0.01% | Reduce -1.8% | 37,318 | $5.3M |
| Acima Private Wealth, LLC | 1.66% | No change | 37,139 | $5.3M |
| Sigma Planning Corp | 0.15% | Add +6.4% | 37,105 | $5.3M |
| Advisors Capital Management, LLC | 0.07% | Add +40.5% | 37,046 | $5.3M |
| Councilor Wealth, LLC | 2.42% | Reduce -7.4% | 36,701 | $5.2M |
| Great Valley Advisor Group, Inc. | 0.10% | Reduce -1.1% | 36,506 | $5.2M |
| Weinberger Asset Management, Inc | 1.86% | Add +6.9% | 36,082 | $5.1M |
| TD Private Client Wealth LLC | 0.11% | Reduce -3.8% | 35,332 | $5.0M |
| Beacon Bank & Trust | 1.08% | Reduce -2.8% | 35,247 | $5.0M |
| Kingswood Wealth Advisors, LLC | 0.30% | Add +56.4% | 35,187 | $5.0M |
| Fidelis Capital Partners, LLC | 0.39% | No change | 35,071 | $5.0M |
| Savant Capital, LLC | 0.03% | Reduce -0.2% | 34,944 | $5.0M |
| Harbour Investments, Inc. | 0.11% | Reduce -3.2% | 34,942 | $5.0M |
| Burns Matteson Capital Management, LLC | 2.08% | Reduce -1.1% | 34,828 | $5.0M |
| SOA Wealth Advisors, LLC. | 0.80% | Add +5.0% | 34,528 | $4.9M |
| Beacon Pointe Advisors, LLC | 0.04% | Add +15.5% | 34,433 | $4.9M |
| Harbor Investment Advisory, LLC | 0.41% | Add +0.2% | 34,417 | $4.9M |
| Equitable Trust Co. | 0.22% | Add +65.4% | 34,347 | $4.9M |
| Courier Capital LLC | 0.27% | Reduce -0.1% | 33,614 | $4.8M |
| Atlas Brown,Inc. | 1.41% | Reduce -0.8% | 33,456 | $4.8M |
| Citigroup Inc. | 0.00% | Reduce -21.1% | 33,190 | $4.7M |
| IHT Wealth Management, LLC | 0.12% | Add +38.8% | 33,134 | $4.7M |
| Cresset Asset Management, LLC | 0.02% | Add +0.0% | 32,662 | $4.7M |
| Summit Financial, LLC | 0.07% | Add +31.5% | 32,476 | $4.6M |
| T. Rowe Price Associates Inc. | 0.00% | No change | 32,086 | $4.6M |
| HMS Capital Management, LLC | 1.92% | Add +0.8% | 32,028 | $4.6M |
| Widmann Financial Services, Inc. | 2.86% | Add +2.5% | 31,916 | $4.5M |
| LWM Advisors Inc. | 4.08% | Reduce -1.2% | 31,898 | $4.5M |
| Processus Wealth & Capital Management, LLC | 3.21% | Add +25.0% | 31,460 | $4.5M |
| Vision Capital Management, Inc. | 0.54% | No change | 30,767 | $4.4M |
| Eukles Asset Management | 1.70% | Reduce -0.4% | 30,663 | $4.4M |
| Kingsview Wealth Management, LLC | 0.07% | Add +96.8% | 30,646 | $4.4M |
| Hofer & Associates. Inc | 2.47% | Add +0.6% | 30,350 | $4.3M |
| Arcadia Wealth Management, LLC | 1.70% | Reduce -8.9% | 30,127 | $4.3M |
| McKinley Carter Wealth Services, Inc. | 0.22% | Reduce -6.9% | 30,010 | $4.3M |
| USAdvisors Wealth Management, LLC | 1.47% | Add +6.3% | 29,970 | $4.3M |
| Level Four Advisory Services, LLC | 0.14% | Add +676.5% | 29,693 | $4.2M |
| MV Capital Management, Inc. | 0.40% | Reduce -0.1% | 29,506 | $4.2M |
| Financial Engines Advisors L.L.C. | 0.01% | Reduce -1.5% | 29,275 | $4.2M |
| Quantinno Capital Management LP | 0.01% | Add +30.1% | 29,244 | $4.2M |
| Prospera Financial Services Inc | 0.07% | Reduce -2.0% | 28,796 | $4.1M |
| B. Riley Wealth Advisors, Inc. | 0.20% | Reduce -12.7% | 28,757 | $4.1M |
| Mathes Company, Inc. | 1.47% | No change | 28,603 | $4.1M |
| Certified Advisory Corp | 0.39% | Add +6.2% | 28,545 | $4.1M |
| HM Payson & Co. | 0.06% | Reduce -0.9% | 28,515 | $4.1M |
| ARK & TLK Investments, LLC | 1.27% | No change | 28,196 | $4.0M |
| Country Club Bank | 0.24% | Reduce -1.3% | 28,046 | $4.0M |
| Innealta Capital, LLC | 1.98% | Add +80.2% | 27,823 | $4.0M |
| IMS Capital Management | 1.82% | Reduce -15.1% | 27,675 | $3.9M |
| Robertson Stephens Wealth Management, LLC | 0.12% | No change | 27,493 | $3.9M |
| JPL Wealth Management, LLC | 0.93% | Reduce -1.7% | 27,424 | $3.9M |
| Ashton Thomas Private Wealth, LLC | 0.10% | Add +92.6% | 27,158 | $3.9M |
| Tennessee Valley Asset Management Partners | 0.52% | New | 27,154 | $3.9M |
| Vanguard Group Inc. | 0.00% | Add +0.9% | 26,272 | $3.7M |
| Tolleson Wealth Management, Inc. | 0.58% | No change | 26,171 | $3.7M |
| Wesbanco Bank Inc. | 0.10% | Add +0.1% | 26,143 | $3.7M |
| Avior Wealth Management, LLC | 0.12% | Add +1.4% | 25,906 | $3.7M |
| Prosperity Wealth Management, Inc. | 1.24% | Add +22.3% | 25,574 | $3.6M |
| Becker Capital Management Inc. | 0.10% | Add +0.0% | 25,201 | $3.6M |
| Choreo, LLC | 0.05% | Reduce -1.9% | 25,121 | $3.6M |
| Eagle Strategies LLC | 0.48% | Reduce -1.6% | 25,043 | $3.6M |
| Essex Financial Services, Inc. | 0.21% | Add +5.5% | 25,011 | $3.6M |
| Saxon Interests, Inc. | 1.39% | Add +368.3% | 24,783 | $3.5M |
| United Capital Financial Advisors, LLC | 0.03% | Reduce -1.4% | 24,844 | $3.5M |
| BlackRock, Inc. | 0.00% | Reduce -9.0% | 24,747 | $3.5M |
| Intergy Private Wealth, LLC | 1.10% | Add +4.5% | 24,658 | $3.5M |
| Thoroughbred Financial Services, LLC | 0.21% | Add +7.8% | 24,014 | $3.4M |
| Glenview Trust Co | 0.05% | No change | 23,819 | $3.4M |
| Intrepid Financial Planning Group LLC | 1.29% | Add +1.7% | 23,810 | $3.4M |
| Element Wealth, LLC | 1.47% | Reduce -7.6% | 23,686 | $3.4M |
| MSH Capital Advisors LLC | 0.89% | No change | 23,314 | $3.3M |
| Pinnacle Associates Ltd. | 0.04% | No change | 22,748 | $3.2M |
| Beam Wealth Advisors, Inc. | 0.88% | Reduce -0.6% | 22,705 | $3.2M |
| Glenmede Investment Management, LP | 0.02% | Reduce -3.0% | 22,551 | $3.2M |
| Arkadios Wealth Advisors | 0.08% | Add +1.9% | 22,501 | $3.2M |
| Midwest Professional Planners, LTD. | 0.78% | Reduce -1.4% | 22,412 | $3.2M |
| Rwa Wealth Partners, LLC | 0.04% | Add +10.3% | 22,242 | $3.2M |
| Capital Investment Counsel, LLC | 0.46% | Add +4.9% | 22,127 | $3.2M |
| Bleakley Financial Group, LLC | 0.07% | Reduce -4.4% | 21,666 | $3.1M |
| Lowery Thomas, LLC | 1.77% | Reduce -0.8% | 21,576 | $3.1M |
| Ballew Advisors, Inc | 1.71% | Add +0.9% | 21,428 | $3.1M |
| Ellerson Group Inc. | 1.90% | No change | 21,406 | $3.0M |
| Biondo Investment Advisors, LLC | 0.38% | Add +3.6% | 21,117 | $3.0M |
| Rathbones Group PLC | 0.01% | Add +0.1% | 21,113 | $3.0M |
| Veridan Wealth LLC | 1.03% | — | 21,090 | $3.0M |
| Mutual Advisors, LLC | 0.06% | Reduce -4.2% | 20,474 | $2.9M |
| Wealth Management Nebraska | 0.35% | Reduce -6.9% | 20,458 | $2.9M |
| Wealthedge Investment Advisors, LLC | 1.09% | Add +0.7% | 20,282 | $2.9M |
| Integrated Wealth Concepts LLC | 0.03% | Add +71.2% | 20,064 | $2.9M |
| Advisory Services Network, LLC | 0.04% | Reduce -2.3% | 20,059 | $2.9M |
| Sequoia Financial Advisors, LLC | 0.02% | Add +17.3% | 19,812 | $2.8M |
| Brookstone Capital Management | 0.03% | Add +15.6% | 19,770 | $2.8M |
| Ascentis Independent Advisors | 0.47% | Add +6.5% | 19,711 | $2.8M |
| MCF Advisors LLC | 0.17% | Reduce -0.2% | 19,654 | $2.8M |
| Focus Financial Network, Inc. | 0.10% | Reduce -27.1% | 19,575 | $2.8M |
| Atlantic Union Bankshares Corp | 0.05% | Add +1.0% | 19,550 | $2.8M |
| New Age Alpha Advisors, LLC | 0.12% | Add +8.8% | 19,313 | $2.8M |
| Geneos Wealth Management Inc. | 0.07% | Add +7.9% | 19,228 | $2.7M |
| Paragon Financial Partners, Inc. | 1.70% | Add +0.0% | 18,897 | $2.7M |
| Nwam LLC | 0.15% | Reduce -1.7% | 18,864 | $2.7M |
| Naviter Wealth, LLC | 0.31% | No change | 18,819 | $2.7M |
| Pointe Capital Management LLC | 1.29% | Add +13.1% | 18,538 | $2.6M |
| Broadleaf Partners, LLC | 0.55% | Reduce -5.7% | 18,404 | $2.6M |
| Sierra Capital LLC | 0.28% | Add +0.0% | 18,142 | $2.6M |
| Corsair Capital Management, L.P. | 0.45% | No change | 18,000 | $2.6M |
| Alliancebernstein L.P. | 0.00% | Add +0.7% | 17,675 | $2.5M |
| Total Clarity Wealth Management, Inc. | 0.67% | Reduce -3.2% | 17,619 | $2.5M |
| Nadler Financial Group, Inc. | 0.24% | Reduce -2.3% | 17,385 | $2.5M |
| Amarillo National Bank | 0.43% | No change | 17,370 | $2.5M |
| Brighton Jones LLC | 0.06% | Reduce -3.9% | 17,351 | $2.5M |
| Neuberger Berman Group LLC | 0.00% | New | 17,276 | $2.5M |
| Ausdal Financial Partners, Inc. | 0.12% | Add +3.6% | 17,218 | $2.5M |
| Builder Investment Group Inc. | 0.55% | Add +5.1% | 17,052 | $2.4M |
| Farther Finance Advisors, LLC | 0.04% | Add +529.8% | 16,934 | $2.4M |
| Insight 2811, Inc. | 1.06% | Reduce -0.0% | 16,776 | $2.4M |
| Auour Investments LLC | 0.78% | Add +1.9% | 16,743 | $2.4M |
| Brown Brothers Harriman & Co. | 0.01% | Add +0.1% | 16,710 | $2.4M |
| Post Resch Tallon Group Inc. | 2.10% | Add +2.3% | 16,575 | $2.4M |
| Dominguez Wealth Management Solutions, Inc. | 1.49% | Add +6.5% | 16,534 | $2.4M |
| Private Trust Co. NA | 0.21% | Reduce -2.2% | 16,532 | $2.4M |
| Silvercrest Asset Management Group LLC | 0.02% | No change | 16,516 | $2.4M |
| Global Retirement Partners, LLC | 0.05% | Add +3.4% | 16,515 | $2.4M |
| Shakespeare Wealth Management, LLC | 0.53% | Reduce -1.5% | 16,416 | $2.3M |
| Allegheny Financial Group | 0.43% | Add +10.5% | 16,298 | $2.3M |
| Horst & Graben Wealth Management LLC | 0.35% | Reduce -0.7% | 16,200 | $2.3M |
| Washington Trust Bank | 0.17% | Add +39.8% | 16,013 | $2.3M |
| Castleark Management LLC | 0.06% | No change | 16,000 | $2.3M |
| Kanawha Capital Management LLC | 0.16% | No change | 15,824 | $2.3M |
| Parallel Advisors, LLC | 0.04% | Add +42.9% | 15,768 | $2.2M |
| Cooper Financial Group | 0.25% | Reduce -2.2% | 15,565 | $2.2M |
| Claro Advisors Inc. | 0.32% | Add +8.2% | 15,532 | $2.2M |
| First National Bank Sioux Falls | 0.68% | No change | 15,290 | $2.2M |
| MWA Asset Management | 1.18% | Reduce -1.5% | 15,040 | $2.1M |
| Global Strategic Investment Solutions, LLC | 0.21% | Reduce -4.5% | 14,941 | $2.1M |
| American Trust | 0.18% | Reduce -20.8% | 14,812 | $2.1M |
| Cary Street Partners Financial LLC | 0.05% | Add +8.0% | 14,715 | $2.1M |
| Valeo Financial Advisors, LLC | 0.05% | Reduce -1.2% | 14,686 | $2.1M |
| Moran Wealth Management, LLC | 0.06% | New | 14,625 | $2.1M |
| Dentgroup LLC | 1.34% | Reduce -5.6% | 14,612 | $2.1M |
| Pilgrim Partners Asia Pte Ltd | 0.93% | — | 14,585 | $2.1M |
| Geneva Capital Management LLC | 0.04% | Add +21.8% | 14,459 | $2.1M |
| Procyon Advisors, LLC | 0.12% | Add +6.6% | 14,422 | $2.1M |
| Independent Financial Group, LLC | 0.05% | Reduce -2.4% | 14,387 | $2.0M |
| Wealthfront Advisers LLC | 0.00% | Add +1.3% | 14,372 | $2.0M |
| Howard Bailey Securities, LLC | 0.58% | Reduce -47.5% | 14,357 | $2.0M |
| LifeWealth Investments, LLC | 0.67% | Reduce -43.5% | 14,212 | $2.0M |
| IFC Advisors LLC | 0.37% | Reduce -1.0% | 14,171 | $2.0M |
| Cordatus Wealth Management LLC | 0.48% | Reduce -4.2% | 14,152 | $2.0M |
| 1ST Source Bank | 0.11% | Add +3.3% | 14,110 | $2.0M |
| Rehmann Capital Advisory Group | 0.11% | Reduce -2.8% | 14,092 | $2.0M |
| Ieq Capital, LLC | 0.01% | Add +2.5% | 13,971 | $2.0M |
| Western Wealth Management, LLC | 0.10% | Reduce -1.6% | 13,772 | $2.0M |
| American Wealth Advisors, LLC | 1.93% | — | 13,718 | $2.0M |
| Bradley Foster & Sargent Inc. | 0.03% | Reduce -6.6% | 13,656 | $1.9M |
| Strategic Advocates LLC | 0.51% | No change | 13,654 | $1.9M |
| Tradition Wealth Management, LLC | 0.14% | No change | 13,498 | $1.9M |
| Composition Wealth, LLC | 0.03% | Add +0.3% | 13,483 | $1.9M |
| TBH Global Asset Management, LLC | 0.37% | New | 13,425 | $1.9M |
| Alesco Advisors, LLC, An ESL Co | 0.05% | No change | 13,400 | $1.9M |
| Trust Point Inc. | 0.15% | Reduce -3.5% | 13,399 | $1.9M |
| Northeast Planning Associates, Inc. / NH / | 1.61% | Reduce -4.3% | 13,327 | $1.9M |
| Farmers & Merchants Trust Co of Chambersburg PA | 0.54% | Add +13.0% | 13,316 | $1.9M |
| Simplicity Wealth,LLC | 0.11% | Reduce -66.8% | 13,196 | $1.9M |
| Flagstar Securities, Inc. | 0.57% | Add +315.7% | 13,157 | $1.9M |
| Atria Investments, Inc | 0.02% | Add +106.5% | 13,143 | $1.9M |
| Merit Financial Group, LLC | 0.02% | Reduce -2.6% | 13,073 | $1.9M |
| First National Bank of Omaha | 0.12% | Reduce -2.1% | 13,011 | $1.9M |
| BTC Capital Management, Inc. | 0.13% | No change | 12,946 | $1.8M |
| Cordgrass Capital Advisors, LLC | 0.45% | No change | 12,910 | $1.8M |
| Spire Wealth Management | 0.06% | Add +11.9% | 12,885 | $1.8M |
| Evergreen Capital Management LLC | 0.04% | Add +8.5% | 12,868 | $1.8M |
| Ameritas Advisory Services, LLC | 0.12% | Add +80.3% | 12,814 | $1.8M |
| Clearbridge Investments, LLC | 0.00% | Add +250.8% | 12,782 | $1.8M |
| Concurrent Investment Advisors, LLC | 0.03% | Add +9.1% | 12,634 | $1.8M |
| StoneX Group Inc. | 0.08% | Add +2.9% | 12,628 | $1.8M |
| Highland Capital Management, LLC | 0.09% | Reduce -0.9% | 12,562 | $1.8M |
| Nvest Financial, LLC | 1.03% | Reduce -4.4% | 12,546 | $1.8M |
| Financial Freedom, LLC | 0.89% | Add +0.0% | 12,535 | $1.8M |
| Chicago Partners Investment Group LLC | 0.05% | Reduce -0.2% | 12,367 | $1.8M |
| Friday Financial | 0.74% | Add +29.1% | 12,427 | $1.8M |
| Sage Financial Group Inc. | 0.12% | No change | 12,420 | $1.8M |
| Clarion Wealth Managment Partners, LLC | 1.74% | Reduce -3.2% | 12,385 | $1.8M |
| Aspiriant, LLC | 0.05% | Reduce -50.1% | 12,301 | $1.8M |
| Capital Squared Financial LLC | 1.51% | Add +30.9% | 12,250 | $1.7M |
| D.A. Davidson & Co. | 0.01% | Reduce -0.4% | 12,126 | $1.7M |
| Fifth Third Wealth Advisors LLC | 0.06% | Reduce -0.5% | 12,125 | $1.7M |
| LWM Advisory Services, LLC | 1.00% | New | 12,011 | $1.7M |
| Perennial Investment Advisors, LLC | 0.14% | Reduce -3.8% | 11,998 | $1.7M |
| Golden State Wealth Management, LLC | 0.19% | No change | 11,938 | $1.7M |
| Susquehanna International Group, LLP | 0.00% | Reduce -84.6% | 11,837 | $1.7M |
| Franklin Resources Inc. | 0.00% | Reduce -1.1% | 11,786 | $1.7M |
| Lifelong Wealth Advisors, Inc. | 0.50% | Reduce -1.0% | 11,737 | $1.7M |
| Consolidated Investment Group LLC | 0.20% | No change | 11,700 | $1.7M |
| Venture Visionary Partners LLC | 0.06% | Add +0.0% | 11,655 | $1.7M |
| Fiduciary Trust Co | 0.02% | No change | 11,608 | $1.7M |
| Willner & Heller, LLC | 1.26% | Add +3.8% | 11,520 | $1.6M |
| Thomasville National Bank | 0.10% | Reduce -2.2% | 11,495 | $1.6M |
| Sax Wealth Advisors, LLC | 0.09% | Add +0.6% | 11,450 | $1.6M |
| Clearstead Trust, LLC | 0.28% | No change | 11,329 | $1.6M |
| Luts & Greenleigh Group, Inc. | 1.42% | Reduce -2.2% | 11,140 | $1.6M |
| Ritter Daniher Financial Advisory LLC / DE | 0.28% | Reduce -13.8% | 11,080 | $1.6M |
| Lion Street Advisors, LLC | 0.55% | Add +15.5% | 13,140 | $1.6M |
| Prime Capital Investment Advisors, LLC | 0.02% | Reduce -0.9% | 11,035 | $1.6M |
| Glass Jacobson Investment Advisors llc | 0.57% | Reduce -0.0% | 10,984 | $1.6M |
| Rovin Capital /Ut/ | 0.43% | Add +12.0% | 10,982 | $1.6M |
| FAS Wealth Partners, Inc. | 0.11% | Add +6.1% | 10,945 | $1.6M |
| Whittier Trust Co. of Nevada Inc. | 0.03% | Add +9.5% | 10,876 | $1.6M |
| Ancora Advisors LLC | 0.03% | Add +2.3% | 10,881 | $1.5M |
| One Day In July LLC | 0.13% | Add +0.3% | 10,685 | $1.5M |
| Allspring Global Investments Holdings, LLC | 0.00% | Add +207.0% | 10,610 | $1.5M |
| Eldridge Investment Advisors, Inc. | 0.34% | Add +5.0% | 10,548 | $1.5M |
| Wealthcare Advisory Partners LLC | 0.03% | Add +1.4% | 10,529 | $1.5M |
| James J. Burns & Company, LLC | 0.22% | Add +2.5% | 10,523 | $1.5M |
| Taylor & Morgan Wealth Management, LLC | 0.92% | Reduce -3.6% | 10,470 | $1.5M |
| National Philanthropic Trust | 0.02% | No change | 10,431 | $1.5M |
| Whittier Trust Co. | 0.02% | No change | 10,329 | $1.5M |
| Belpointe Asset Management LLC | 0.06% | Reduce -2.6% | 10,335 | $1.5M |
| Dynamic Advisor Solutions LLC | 0.04% | Add +0.5% | 10,306 | $1.5M |
| Cadence Bank | 0.09% | Reduce -0.2% | 10,257 | $1.5M |
| Choate Investment Advisors | 0.03% | Reduce -0.8% | 10,060 | $1.4M |
| Cranbrook Wealth Management, LLC | 0.29% | No change | 10,035 | $1.4M |
| Mission Wealth Management, LP | 0.03% | No change | 10,014 | $1.4M |
| Evoke Wealth, LLC | 0.03% | Add +9.7% | 9,887 | $1.4M |
| Virtue Capital Management, LLC | 0.22% | Add +54.7% | 14,350 | $1.4M |
| Dynamic Financial Group | 1.22% | Reduce -1.1% | 9,837 | $1.4M |
| AlTi Global, Inc. | 0.03% | No change | 9,808 | $1.4M |
| Tsfg, LLC | 0.22% | Reduce -17.0% | 9,789 | $1.4M |
| Burke & Herbert Bank & Trust Co. | 0.30% | Reduce -3.0% | 9,747 | $1.4M |
| Proactive Wealth Strategies LLC | 0.60% | Add +0.1% | 9,722 | $1.4M |
| CENTRAL TRUST Co | 0.03% | Add +45.1% | 9,645 | $1.4M |
| Stonebridge Capital Advisors LLC | 0.10% | Reduce -19.2% | 9,520 | $1.4M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.08% | Reduce -3.6% | 9,517 | $1.4M |
| Duncan Williams Asset Management, LLC | 0.38% | Reduce -2.2% | 9,386 | $1.3M |
| MIdWestOne Financial Group, Inc. | 0.16% | No change | 9,378 | $1.3M |
| PGIM Custom Harvest LLC | 0.02% | Reduce -19.4% | 9,326 | $1.3M |
| BHK Investment Advisors, LLC | 0.49% | No change | 9,255 | $1.3M |
| Reynders McVeigh Capital Management, LLC | 0.06% | No change | 9,250 | $1.3M |
| Next Capital Management LLC | 0.44% | Add +0.1% | 9,235 | $1.3M |
| HB Wealth Management, LLC | 0.01% | Add +11.4% | 9,199 | $1.3M |
| Orin Green Financial, LLC | 0.52% | No change | 9,104 | $1.3M |
| Roberts Financial Services LLC | 0.42% | Reduce -1.7% | 9,088 | $1.3M |
| Strata Wealth Advisors, LLC | 0.34% | No change | 9,033 | $1.3M |
| PACK Private Wealth, LLC | 0.61% | No change | 9,031 | $1.3M |
| AQR Capital Management | 0.00% | Add +171.2% | 8,984 | $1.3M |
| Keel Point, LLC | 0.08% | Reduce -0.3% | 8,906 | $1.3M |
| Holland Advisory Services, Inc. | 1.74% | Reduce -0.5% | 8,872 | $1.3M |
| Olistico Wealth, LLC | 0.67% | Reduce -6.3% | 8,841 | $1.3M |
| Wealth Management Partners, LLC | 0.40% | Reduce -1.4% | 8,737 | $1.2M |
| Lanark Financial, Inc. | 0.10% | Add +2.1% | 8,735 | $1.2M |
| Kingdom Financial Group LLC. | 0.75% | Reduce -36.4% | 8,603 | $1.2M |
| Transcend Capital Advisors, LLC | 0.09% | Add +4.4% | 8,590 | $1.2M |
| Principal Securities, Inc. | 0.02% | Add +4.2% | 8,499 | $1.2M |
| Moneco Advisors, LLC | 0.10% | Reduce -1.0% | 8,477 | $1.2M |
| Arcadia Investment Management Corp. | 0.18% | No change | 8,425 | $1.2M |
| Smith Salley Wealth Management | 0.06% | Reduce -13.8% | 8,419 | $1.2M |
| Brickley Wealth Management | 0.21% | Reduce -2.3% | 8,392 | $1.2M |
| Kintra Wealth, LLC | 0.67% | Add +4.3% | 8,336 | $1.2M |
| Callan Family Office, LLC | 0.04% | Add +4.0% | 8,170 | $1.2M |
| True Link Financial Advisors, LLC | 0.07% | Reduce -14.9% | 8,094 | $1.2M |
| Apollon Wealth Management, LLC | 0.02% | Reduce -33.0% | 8,048 | $1.1M |
| Betterment LLC | 0.00% | Reduce -13.6% | 8,043 | $1.1M |
| Capital Square, LLC | 0.58% | Add +3.8% | 8,006 | $1.1M |
| GFS Advisors, LLC | 0.15% | No change | 8,000 | $1.1M |
| Aft, Forsyth & Company, Inc. | 0.55% | No change | 7,995 | $1.1M |
| Wilmington Savings Fund Society, FSB | 0.03% | Reduce -35.8% | 7,994 | $1.1M |
| Signaturefd, LLC | 0.02% | Add +3.4% | 7,897 | $1.1M |
| Rebalance, LLC | 0.07% | Add +0.1% | 7,831 | $1.1M |
| AMJ Financial Wealth Management | 0.27% | Reduce -0.5% | 7,826 | $1.1M |
| Oarsman Capital, Inc. | 0.15% | Reduce -0.8% | 7,683 | $1.1M |
| Alpine Bank Wealth Management | 0.15% | No change | 7,640 | $1.1M |
| Garrison Point Advisors, LLC | 0.45% | Add +2.9% | 7,616 | $1.1M |
| LMCG Investments, LLC | 0.06% | Reduce -2.3% | 7,595 | $1.1M |
| Allworth Financial LP | 0.00% | Add +0.2% | 7,539 | $1.1M |
| Atticus Wealth Management, LLC | 0.27% | Reduce -0.9% | 7,509 | $1.1M |
| Coppell Advisory Solutions LLC | 0.11% | Reduce -0.2% | 7,470 | $1.1M |
| Key Financial Inc | 0.20% | Reduce -24.8% | 7,505 | $1.1M |
| Fulton Bank, N.A. | 0.04% | No change | 7,471 | $1.1M |
| Sound View Wealth Advisors Group, LLC | 0.07% | Reduce -5.0% | 7,427 | $1.1M |
| World Investment Advisors | 0.02% | Reduce -2.7% | 7,427 | $1.1M |
| Revolve Wealth Partners, LLC | 0.13% | Add +4.6% | 7,370 | $1.0M |
| Renasant Bank | 0.66% | Reduce -6.4% | 7,342 | $1.0M |
| Bedel Financial Consulting, Inc. | 0.13% | Add +1.2% | 7,283 | $1.0M |
| Foundations Investment Advisors, LLC | 0.02% | Add +128.7% | 7,278 | $1.0M |
| Cahaba Wealth Management, Inc. | 0.07% | Add +9.7% | 7,273 | $1.0M |
| Integrity Alliance, Llc. | 0.05% | Add +12.9% | 7,264 | $1.0M |
| Marshall Financial Group Inc. | 0.28% | Add +1.8% | 7,210 | $1.0M |
| Octavia Wealth Advisors, LLC | 0.10% | Add +1.7% | 7,189 | $1.0M |
| Affiance Financial, LLC | 0.19% | No change | 7,186 | $1.0M |
| Harbour Capital Advisors, LLC | 0.21% | No change | 7,105 | $1.0M |
| Wedgewood Investors Inc. | 1.11% | Reduce -0.9% | 7,094 | $1.0M |
| Founders Financial Securities LLC | 0.07% | Reduce -18.7% | 7,056 | $1.0M |
| Linscomb Wealth, Inc. | 0.04% | No change | 7,037 | $1.0M |
| Valued Retirements, Inc. | 1.13% | No change | 7,206 | $999K |
| Legacy Capital Wealth Partners, LLC | 0.22% | Reduce -2.2% | 7,009 | $998K |
| Delta Capital Management LLC | 0.52% | No change | 7,000 | $997K |
| Renaissance Technologies | 0.00% | Reduce -27.8% | 7,000 | $997K |
| Fortis Capital Advisors, LLC | 0.16% | Reduce -1.4% | 6,973 | $993K |
| Lee, Kelleher & Klein Wealth Management | 0.60% | Reduce -1.5% | 6,885 | $980K |
| Gryphon Financial Partners LLC | 0.11% | Reduce -4.5% | 6,820 | $971K |
| Bensler, LLC | 0.10% | Add +0.0% | 6,812 | $970K |
| Visionary Wealth Advisors | 0.05% | Add +20.1% | 6,805 | $969K |
| CSM Advisors, LLC | 0.03% | New | 6,800 | $968K |
| Canandaigua National Trust Co of Florida | 0.77% | Reduce -3.7% | 6,786 | $966K |
| Valmark Advisers, Inc. | 0.01% | Reduce -3.0% | 6,762 | $963K |
| BLB&B Advisors, LLC | 0.04% | Add +0.9% | 6,704 | $955K |
| Appleton Partners Inc. | 0.06% | Add +7.2% | 6,672 | $950K |
| Garden State Investment Advisory Services LLC | 0.24% | Add +0.0% | 6,630 | $944K |
| Bearing Point Capital, LLC | 0.16% | No change | 6,613 | $942K |
| Princeton Global Asset Management LLC | 0.16% | No change | 6,562 | $934K |
| Parkside Financial Bank & Trust | 0.07% | Add +159.9% | 6,488 | $924K |
| Annex Advisory Services, LLC | 0.02% | Add +4.0% | 6,467 | $921K |
| Round Rock Advisors LLC | 0.14% | Reduce -1.0% | 6,429 | $916K |
| Signature Estate & Investment Advisors LLC | 0.02% | Reduce -0.8% | 6,415 | $914K |
| Legacy Bridge, LLC | 0.37% | No change | 6,309 | $898K |
| Vise Technologies, Inc. | 0.03% | New | 6,299 | $897K |
| Wise Wealth Partners | 1.37% | Add +2.6% | 6,290 | $896K |
| DAVENPORT & Co LLC | 0.00% | Add +6.2% | 6,287 | $895K |
| Stonebridge Financial Planning Group, LLC | 0.33% | Reduce -4.1% | 6,241 | $889K |
| Davis R M Inc. | 0.02% | Add +7.0% | 6,176 | $880K |
| Legacies Wealth LLC | 0.57% | Reduce -78.3% | 6,168 | $878K |
| Financial Alternatives, Inc | 0.53% | No change | 6,140 | $874K |
| Richardson Capital Management LLC | 0.42% | No change | 6,137 | $874K |
| Nicolet Advisory Services, LLC | 0.07% | Add +0.0% | 6,102 | $870K |
| Lowe Brockenbrough & Co. Inc. | 0.04% | Reduce -7.4% | 6,099 | $869K |
| Pettyjohn, Wood & White, Inc. | 0.14% | No change | 6,074 | $865K |
| First United Bank & Trust | 0.28% | Reduce -0.8% | 6,060 | $863K |
| Nicolet Bankshares Inc. | 0.14% | No change | 6,057 | $863K |
| Viewpoint Capital Management LLC | 0.38% | No change | 6,000 | $854K |
| Midwest Capital Advisors, LLC | 0.41% | Reduce -0.5% | 5,951 | $848K |
| Pathway Financial Advisors LLC | 0.11% | No change | 5,950 | $847K |
| Cornerstone Wealth Management, LLC | 0.05% | Reduce -0.3% | 5,913 | $842K |
| Plancorp, LLC | 0.03% | Reduce -13.6% | 5,881 | $838K |
| Greenleaf Trust | 0.01% | Reduce -0.1% | 5,876 | $837K |
| National Bank of Canada | 0.00% | Add +14.2% | 5,853 | $833K |
| Leavell Investment Management, Inc. | 0.04% | Reduce -0.1% | 5,841 | $832K |
| Providence Capital Advisors, LLC | 0.14% | No change | 5,832 | $831K |
| Associated Banc-Corp | 0.02% | No change | 5,819 | $829K |
| Savvy Advisors, Inc. | 0.04% | Add +183.8% | 5,758 | $820K |
| NTV Asset Management LLC | 0.09% | Add +2.3% | 5,705 | $812K |
| Manchester Capital Management LLC | 0.11% | No change | 5,693 | $811K |
| Global Wealth Strategies & Associates | 0.21% | Reduce -4.4% | 5,688 | $810K |
| Heritage Wealth Advisors | 0.04% | No change | 5,652 | $805K |
| Magnus Financial Group LLC | 0.06% | Reduce -0.1% | 5,648 | $804K |
| Strategic Financial Concepts, LLC | 0.12% | Reduce -2.6% | 5,601 | $798K |
| Ballentine Partners, LLC | 0.01% | Add +16.8% | 5,559 | $792K |
| B.O.S.S. Retirement Advisors, LLC | 0.19% | Reduce -50.1% | 5,541 | $789K |
| SouthState Bank Corp | 0.04% | Reduce -14.5% | 5,493 | $782K |
| Flagship Private Wealth, LLC | 0.31% | Add +3.9% | 5,482 | $781K |
| Oxford Financial Group, LTD. LLC | 0.04% | No change | 5,462 | $778K |
| Rockwood Wealth Management, LLC | 0.06% | Reduce -0.1% | 5,451 | $776K |
| Allen Investment Management, LLC | 0.01% | No change | 5,439 | $775K |
| Rossmore Private Capital | 0.08% | No change | 5,428 | $773K |
| Rockland Trust Co. | 0.03% | Add +2.8% | 5,418 | $772K |
| Retirement Income Solutions, Inc. | 0.13% | No change | 5,417 | $771K |
| NBT Bank, N.A. | 0.05% | No change | 5,409 | $770K |
| Nations Financial Group Inc, /Ia/ | 0.05% | Add +2.2% | 5,373 | $765K |
| Pure Financial Advisors, LLC | 0.01% | Reduce -11.1% | 5,323 | $758K |
| Investmark Advisory Group LLC | 0.33% | Reduce -1.5% | 5,321 | $758K |
| Red Tortoise LLC | 0.33% | No change | 5,310 | $756K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +18.1% | 5,298 | $754K |
| Capital Analysts, LLC | 0.02% | Reduce -18.8% | 5,286 | $753K |
| Walled Lake Planning & Wealth Management, LLC | 0.25% | Add +3.9% | 5,286 | $753K |
| Guidance Capital, Inc. | 0.20% | Reduce -5.7% | 5,227 | $753K |
| QRG Capital Management, Inc. | 0.01% | Reduce -22.6% | 5,278 | $752K |
| Jefferies Financial Group Inc. | 0.01% | New | 5,217 | $743K |
| Ruggaard & Associates LLC | 0.28% | No change | 5,200 | $741K |
| Meridian Management Co. | 0.20% | No change | 5,200 | $741K |
| First Western Trust Bank | 0.03% | Reduce -10.7% | 5,199 | $740K |
| Oppenheimer Asset Management Inc. | 0.01% | Add +105.6% | 5,193 | $740K |
| Clark Capital Management Group, Inc. | 0.00% | Add +32.2% | 5,179 | $738K |
| Laffer Tengler Investments, Inc. | 0.14% | New | 5,178 | $737K |
| October Effect Ltd | 0.81% | Add +3.8% | 5,173 | $737K |
| Owen LaRue, LLC | 0.29% | Add +0.1% | 5,156 | $734K |
| Contravisory Investment Management, Inc. | 0.14% | Reduce -7.6% | 5,144 | $733K |
| Essex Bank | 0.17% | No change | 5,143 | $732K |
| WealthPLAN Partners, LLC | 0.11% | Reduce -4.8% | 5,125 | $730K |
| White Knight Strategic Wealth Advisors, LLC | 0.57% | Reduce -1.2% | 5,106 | $727K |
| Sharkey, Howes & Javer | 0.09% | No change | 5,103 | $727K |
| L. Roy Papp & Associates, LLP | 0.08% | Add +0.0% | 5,092 | $725K |
| Viawealth, LLC | 0.40% | No change | 5,086 | $724K |
| Vaughan David Investments LLC | 0.02% | Add +22.6% | 5,085 | $724K |
| My Personal CFO, LLC | 0.28% | New | 5,017 | $714K |
| Foundation Wealth Management, LLC\PA | 0.28% | Reduce -8.2% | 5,017 | $714K |
| White Pine Capital LLC | 0.20% | No change | 5,012 | $714K |
| Chicago Wealth Management, Inc. | 0.31% | No change | 4,986 | $710K |
| Bragg Financial Advisors, Inc | 0.02% | No change | 4,951 | $705K |
| OneDigital Investment Advisors LLC | 0.01% | Reduce -9.4% | 4,950 | $705K |
| Strategic Blueprint, LLC | 0.03% | Add +210.1% | 4,943 | $704K |
| Bailard, Inc. | 0.02% | Reduce -0.6% | 4,929 | $702K |
| Certuity, LLC | 0.05% | Add +178.9% | 4,928 | $702K |
| Aire Advisors, LLC | 0.12% | No change | 4,831 | $688K |
| Gries Financial LLC | 0.11% | No change | 4,800 | $684K |
| Wealth Alliance, LLC | 0.07% | Add +86.4% | 4,739 | $675K |
| Gilbert & Cook, Inc. | 0.09% | Reduce -0.2% | 4,730 | $674K |
| Colonial Trust Co / SC | 0.09% | Reduce -0.8% | 4,723 | $673K |
| WealthCare Investment Partners, LLC | 0.22% | Add +3.5% | 4,700 | $667K |
| Principle Wealth Partners LLC | 0.04% | No change | 4,670 | $665K |
| Maryland Capital Advisors Inc. | 0.24% | No change | 4,656 | $663K |
| WealthPlan Investment Management, LLC | 0.04% | Reduce -39.5% | 4,654 | $663K |
| Trust Co. of Vermont | 0.03% | Reduce -4.9% | 4,633 | $660K |
| Jackson Hole Capital Partners, LLC | 0.11% | No change | 4,608 | $656K |
| Values Added Financial LLC | 0.29% | No change | 4,603 | $656K |
| HBK Sorce Advisory LLC | 0.02% | No change | 4,549 | $650K |
| Brooklyn Investment Group | 0.09% | Add +6.4% | 4,719 | $648K |
| Twin Focus Capital Partners, LLC | 0.08% | Add +174.6% | 4,544 | $647K |
| RFG Advisory, LLC | 0.01% | Reduce -1.3% | 4,529 | $645K |
| UNIVEST FINANCIAL Corp | 0.04% | Reduce -0.3% | 4,519 | $644K |
| Elm3 Financial Group, LLC | 0.53% | Reduce -2.7% | 4,516 | $643K |
| Empower Advisory Group, LLC | 0.00% | Reduce -1.9% | 4,507 | $642K |
| Trail Ridge Investment Advisors, LLC | 0.28% | Add +3.4% | 4,440 | $632K |
| Citizens Financial Group Inc. | 0.01% | Reduce -31.8% | 4,341 | $618K |
| Quadrant Capital Group LLC | 0.02% | No change | 4,314 | $614K |
| Sunbelt Securities, Inc. | 0.04% | Add +242.3% | 4,299 | $612K |
| Diversify Advisory Services, LLC | 0.02% | Reduce -11.7% | 4,314 | $612K |
| Mosaic Family Wealth Partners, LLC | 0.07% | Add +0.0% | 4,251 | $608K |
| Stegner Investment Associates Inc. | 0.33% | Reduce -3.2% | 4,264 | $607K |
| Perigon Wealth Management, LLC | 0.01% | Reduce -21.4% | 4,251 | $605K |
| Financial Sense Advisors, Inc. | 0.12% | Add +0.1% | 4,239 | $604K |
| Liberty Capital Management, Inc. | 0.11% | Reduce -0.3% | 4,238 | $604K |
| Twin Peaks Wealth Advisors, LLC | 0.21% | Add +1.0% | 4,227 | $602K |
| Joseph P. Lucia & Associates, LLC | 0.23% | Add +3.9% | 4,220 | $601K |
| Icon Wealth Advisors, LLC | 0.04% | Add +0.0% | 4,195 | $597K |
| Topsail Wealth Management, LLC | 0.10% | Add +7.7% | 4,181 | $595K |
| Financial Insights, Inc. | 0.20% | No change | 4,163 | $593K |
| Granite Harbor Advisors, Inc. | 0.25% | New | 4,147 | $591K |
| Fingerlakes Wealth Management, Inc. | 0.38% | Add +0.1% | 4,119 | $587K |
| Berkshire Asset Management LLC | 0.02% | No change | 4,113 | $586K |
| Snider Financial Group | 0.16% | Add +5.0% | 4,099 | $584K |
| Werba Rubin Papier Wealth Management | 0.09% | Add +0.1% | 4,093 | $583K |
| Smith, Moore & Co. | 0.04% | Reduce -0.1% | 4,072 | $580K |
| Prestige Wealth Management Group LLC | 0.11% | Reduce -2.4% | 4,066 | $579K |
| Integrated Advisors Network LLC | 0.02% | No change | 4,048 | $577K |
| Hancock Whitney Corp. | 0.01% | Reduce -1.3% | 4,045 | $576K |
| Carl P. Sherr & Co., LLC | 0.27% | Reduce -3.4% | 4,016 | $572K |
| Legacy Advisors, LLC | 0.07% | — | 4,008 | $571K |
| Baldwin Wealth Partners LLC | 0.04% | No change | 4,000 | $570K |
| Bryn Mawr Trust Advisors, LLC | 0.03% | Add +34.9% | 3,943 | $562K |
| Compass Capital Management, Inc. | 0.03% | New | 3,928 | $559K |
| KKM Financial LLC | 0.18% | No change | 3,909 | $557K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.01% | Add +30.8% | 3,908 | $556K |
| Cohen Capital Management, Inc. | 0.09% | Add +0.0% | 3,898 | $555K |
| Finley Financial, LLC | 0.25% | No change | 3,840 | $547K |
| Haverford Trust Co | 0.00% | Reduce -43.1% | 3,827 | $545K |
| Middleton & Co. Inc. | 0.06% | No change | 3,819 | $544K |
| Skyline Advisors, Inc. | 0.19% | Add +0.0% | 3,811 | $543K |
| Sage Capital Advisors,llc | 0.13% | Add +0.2% | 3,736 | $532K |
| Stratos Wealth Advisors, LLC | 0.03% | Add +1.0% | 3,731 | $531K |
| BlueChip Wealth Advisors LLC | 0.23% | No change | 3,724 | $530K |
| Lodestar Private Asset Management LLC | 0.05% | Add +1.2% | 3,674 | $523K |
| St. Clair Advisors, LLC | 0.14% | No change | 3,658 | $521K |
| Berman McAleer LLC | 0.07% | — | 3,649 | $520K |
| NewEdge Wealth, LLC | 0.01% | Reduce -27.5% | 3,726 | $519K |
| Ullmann Wealth Partners Group, LLC | 0.06% | No change | 3,631 | $517K |
| Fisher Asset Management | 0.00% | New | 3,621 | $516K |
| FF Advisors,LLC | 0.25% | No change | 3,620 | $516K |
| Cahill Financial Advisors Inc. | 0.06% | New | 3,614 | $515K |
| Total Wealth Planning, LLC | 0.06% | Reduce -10.8% | 3,608 | $514K |
| Anderson Hoagland & Co. | 0.05% | No change | 3,600 | $513K |
| Texas Yale Capital Corp. | 0.02% | No change | 3,588 | $511K |
| BlueSky Wealth Advisors, LLC | 0.07% | No change | 3,584 | $510K |
| City Holding Co. | 0.06% | Add +9.4% | 3,566 | $508K |
| Sage Mountain Advisors LLC | 0.03% | No change | 3,564 | $508K |
| Simon Quick Advisors, LLC | 0.02% | New | 3,508 | $500K |
| Signal Advisors Wealth, LLC | 0.05% | Reduce -0.6% | 3,502 | $499K |
| Aufman Associates Inc | 0.28% | No change | 3,499 | $498K |
| Evercore Wealth Management, LLC | 0.01% | No change | 3,499 | $498K |
| Stratos Investment Management, LLC | 0.02% | No change | 3,494 | $498K |
| Strategies Wealth Advisors, LLC | 0.05% | No change | 3,468 | $494K |
| Independent Advisor Alliance | 0.01% | Add +27.0% | 3,461 | $493K |
| Mgo One Seven LLC | 0.01% | Add +9.7% | 3,439 | $490K |
| Bison Wealth, LLC | 0.04% | New | 3,447 | $489K |
| Partners in Financial Planning | 0.08% | Add +0.0% | 3,404 | $485K |
| ORG Partners LLC | 0.09% | Add +72.0% | 3,330 | $482K |
| Park Place Capital Corp | 0.10% | Reduce -24.0% | 3,381 | $481K |
| Moss Adams Wealth Advisors LLC | 0.04% | Reduce -3.7% | 3,370 | $480K |
| Flputnam Investment Management Co. | 0.01% | Reduce -5.0% | 3,333 | $475K |
| L.K. Benson & Company, P.C. | 0.25% | No change | 3,311 | $472K |
| Jim Saulnier & Associates, LLC | 0.26% | New | 3,303 | $470K |
| Standard Family Office LLC | 0.51% | No change | 3,300 | $470K |
| Mitchell McLeod Pugh & Williams Inc. | 0.08% | Reduce -8.1% | 3,250 | $468K |
| IRON Financial LLC | 0.22% | Reduce -2.8% | 3,283 | $468K |
| LongView Wealth Management | 0.13% | Add +1.6% | 3,275 | $466K |
| Caprock Group, LLC | 0.01% | — | 3,261 | $466K |
| WealthTrust Axiom LLC | 0.12% | Add +4.7% | 3,252 | $463K |
| Caldwell Trust Co | 0.04% | No change | 3,248 | $463K |
| LJI Wealth Management, LLC | 0.08% | No change | 3,246 | $462K |
| Cherry Tree Wealth Management, LLC | 0.10% | No change | 3,215 | $458K |
| Centaurus Financial, Inc. | 0.02% | Add +0.8% | 3,209 | $457K |
| Steph & Co. | 0.14% | Reduce -0.7% | 3,209 | $457K |
| Old North State Trust, LLC | 0.28% | No change | 3,195 | $455K |
| True North Advisors, LLC | 0.07% | No change | 3,180 | $453K |
| Burt Wealth Advisors | 0.11% | Reduce -4.5% | 3,176 | $452K |
| Texas Capital Bank Wealth Management Services Inc | 0.04% | Reduce -7.1% | 3,154 | $449K |
| Bourgeon Capital Management LLC | 0.08% | No change | 3,151 | $449K |
| FreeGulliver LLC | 0.20% | Add +0.1% | 3,150 | $449K |
| Roehl & Yi Investment Advisors, LLC | 0.19% | No change | 3,142 | $447K |
| Wolff Financial Management LLC | 0.10% | Add +0.8% | 3,141 | $447K |
| Capital Advisors Inc. | 0.01% | Add +4.5% | 3,139 | $447K |
| SkyOak Wealth, LLC | 0.08% | No change | 3,134 | $446K |
| Capital Advisors, Ltd. LLC | 0.05% | No change | 3,108 | $443K |
| Florida Trust Wealth Management Co | 0.01% | No change | 3,100 | $441K |
| Summit Trail Advisors, LLC | 0.01% | Add +0.0% | 3,098 | $441K |
| Advisory Resource Group | 0.08% | Reduce -2.1% | 3,086 | $439K |
| Paladin Advisory Group, LLC | 0.34% | No change | 3,081 | $439K |
| Oxbow Advisors, LLC | 0.04% | No change | 3,080 | $439K |
| Madison Asset Management, LLC | 0.00% | No change | 3,078 | $438K |
| Bridges Investment Management Inc. | 0.01% | No change | 3,077 | $438K |
| NWF Advisory Services Inc. | 0.05% | Reduce -2.2% | 3,061 | $436K |
| HFG Advisors, Inc. | 0.32% | No change | 3,054 | $435K |
| Continuum Advisory, LLC | 0.05% | No change | 3,037 | $432K |
| Regal Investment Advisors LLC | 0.03% | Add +3.7% | 3,028 | $431K |
| Midland Wealth Advisors, LLC | 0.02% | No change | 3,015 | $429K |
| Performance Wealth Partners, LLC | 0.01% | No change | 3,005 | $428K |
| Mason & Associates, LLC | 0.11% | No change | 3,082 | $427K |
| Cambria Investment Management, L.P. | 0.03% | Reduce -4.6% | 3,000 | $427K |
| Empowered Funds, LLC | 0.00% | Reduce -4.6% | 3,000 | $427K |
| Fiera Capital Corp | 0.00% | Reduce -1.6% | 2,980 | $424K |
| Tassel Capital Management, Inc. | 0.27% | Add +0.1% | 2,977 | $424K |
| Parkshore Wealth Management, Inc. | 0.17% | No change | 2,976 | $424K |
| Trilogy Capital Inc. | 0.02% | Reduce -2.5% | 2,929 | $417K |
| Sage Rhino Capital LLC | 0.08% | No change | 2,924 | $416K |
| BCS Private Wealth Management, Inc. | 0.15% | No change | 2,920 | $416K |
| Abacus Planning Group, Inc. | 0.06% | Add +29.3% | 2,920 | $416K |
| Voya Investment Management LLC | 0.00% | Reduce -96.2% | 2,915 | $415K |
| PFG Investments, LLC | 0.02% | Add +2.8% | 2,914 | $415K |
| High Falls Advisors, Inc | 0.08% | Add +2.1% | 2,893 | $412K |
| KilterHowling LLC | 0.23% | Add +0.1% | 2,870 | $409K |
| Grant Private Wealth Management Inc | 0.25% | New | 2,854 | $406K |
| Gateway Wealth Partners, LLC | 0.05% | Reduce -6.9% | 2,854 | $406K |
| LifePlan Investment Advisors, Inc. | 0.17% | Add +3.9% | 2,828 | $403K |
| Advisory Alpha, LLC | 0.01% | Add +0.4% | 2,793 | $401K |
| Buckhead Capital Management LLC | 0.15% | Add +75.7% | 2,811 | $400K |
| Baring Financial LLC | 0.27% | Reduce -2.0% | 2,808 | $400K |
| Madison Wealth Partners, Inc | 0.08% | No change | 2,798 | $398K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | Add +19.8% | 2,794 | $398K |
| Redhawk Wealth Advisors, Inc. | 0.05% | Reduce -4.2% | 2,773 | $395K |
| XY Planning Network, Inc. | 0.13% | No change | 2,843 | $394K |
| Syntegra Private Wealth Group, LLC | 0.04% | No change | 2,766 | $394K |
| Joel Isaacson & Co., LLC | 0.01% | Add +0.0% | 2,756 | $392K |
| Institute for Wealth Management, LLC. | 0.04% | Add +64.0% | 2,754 | $392K |
| White Lighthouse Investment Management Inc. | 0.06% | Reduce -9.9% | 2,717 | $387K |
| Mayflower Financial Advisors, LLC | 0.05% | No change | 2,701 | $385K |
| Kelman-Lazarov, Inc. | 0.06% | New | 2,698 | $384K |
| Elevated Capital Advisors, LLC | 0.10% | No change | 2,686 | $383K |
| BCGM Wealth Management, LLC | 0.10% | Add +3.2% | 2,684 | $382K |
| Cascade Financial Partners, LLC | 0.04% | No change | 2,676 | $381K |
| Easterly Investment Partners LLC | 0.03% | No change | 2,660 | $379K |
| Uptick Partners, LLC | 0.10% | Reduce -7.4% | 2,659 | $379K |
| Argent Advisors, Inc. | 0.11% | Reduce -5.4% | 2,650 | $377K |
| American Financial & Tax Strategies Inc. | 0.19% | Reduce -5.1% | 2,644 | $377K |
| Navigation Wealth Management, Inc. | 0.55% | Add +48.7% | 2,638 | $376K |
| Journey Strategic Wealth LLC | 0.01% | Reduce -14.9% | 2,628 | $374K |
| Verdence Capital Advisors LLC | 0.02% | Reduce -0.8% | 2,566 | $373K |
| New England Private Wealth Advisors LLC | 0.05% | Add +0.0% | 2,594 | $369K |
| Diversified Trust Co. | 0.01% | Reduce -51.1% | 2,585 | $368K |
| TrueWealth Advisors, LLC | 0.10% | No change | 2,552 | $363K |
| Blue Trust, Inc. | 0.00% | Reduce -4.3% | 2,528 | $360K |
| First Financial Corp. | 0.14% | Reduce -0.1% | 2,520 | $359K |
| GeoWealth Management, LLC | 0.01% | Add +11.6% | 2,519 | $359K |
| Patten Group, Inc. | 0.07% | Add +11.3% | 2,519 | $359K |
| CCG Wealth Management, LLC | 0.17% | Add +35.1% | 2,512 | $358K |
| PDS Planning, Inc | 0.02% | Add +0.1% | 2,497 | $356K |
| Signet Financial Management, LLC | 0.04% | No change | 2,480 | $353K |
| Radnor Capital Management, LLC | 0.05% | No change | 2,479 | $353K |
| Independence Bank of Kentucky | 0.05% | Add +4.4% | 2,472 | $352K |
| Vista Capital Partners, Inc. | 0.04% | Reduce -35.4% | 2,468 | $351K |
| CRA Financial Services, LLC | 0.05% | No change | 2,448 | $349K |
| FWG Investments, LLC. | 0.24% | Reduce -46.4% | 2,432 | $346K |
| Edgemoor Investment Advisors, Inc. | 0.03% | Add +60.2% | 2,419 | $344K |
| AdvisorNet Financial, Inc | 0.02% | Reduce -15.6% | 2,417 | $344K |
| Gen-Wealth Partners Inc | 0.12% | Add +0.1% | 2,413 | $344K |
| Pioneer Trust Bank N A | 0.08% | No change | 2,400 | $342K |
| Fortune Financial Advisors, LLC | 0.26% | No change | 2,395 | $341K |
| Vista Investment Partners Ii, LLC | 0.16% | New | 2,389 | $340K |
| SeaCrest Wealth Management, LLC | 0.04% | Add +0.0% | 2,356 | $340K |
| Prairie Wealth Advisors, Inc. | 0.14% | Add +0.1% | 2,380 | $339K |
| Breakwater Capital Group | 0.05% | Add +3.6% | 2,375 | $338K |
| Busey Bank | 0.01% | No change | 2,372 | $338K |
| Naples Global Advisors, LLC | 0.03% | Reduce -1.8% | 2,370 | $338K |
| Prosperity Planning, Inc. | 0.13% | Reduce -3.4% | 2,367 | $337K |
| Lazard Asset Management LLC | 0.00% | No change | 2,365 | $337K |
| Towercrest Capital Management | 0.05% | No change | 2,360 | $336K |
| FDx Advisors, Inc. | 0.10% | Reduce -47.2% | 2,359 | $335K |
| LRI Investments, LLC | 0.03% | No change | 2,350 | $335K |
| Nova Wealth Management, Inc. | 0.24% | Reduce -26.9% | 2,348 | $334K |
| Sagespring Wealth Partners, LLC | 0.01% | Add +16.3% | 2,336 | $333K |
| Pacific Sun Financial Corp | 0.16% | No change | 2,328 | $332K |
| Howe & Rusling Inc. | 0.02% | Reduce -11.9% | 2,326 | $331K |
| WealthShield Partners, LLC | 0.04% | No change | 2,320 | $330K |
| Kendall Capital Management | 0.07% | No change | 2,318 | $330K |
| Trust Co. of Toledo NA | 0.03% | No change | 2,280 | $325K |
| Russell Investments Group, Ltd. | 0.00% | Add +31.1% | 2,278 | $325K |
| Stage Harbor Financial, LLC | 0.24% | Reduce -2.8% | 2,275 | $324K |
| Noble Wealth Management PBC | 0.17% | — | 2,270 | $323K |
| Lewis Asset Management, LLC | 0.13% | Add +5.5% | 2,270 | $323K |
| Armor Investment Advisors, LLC | 0.10% | Reduce -25.8% | 2,265 | $323K |
| Monarch Capital Management Inc. | 0.08% | No change | 2,256 | $321K |
| Monetary Management Group Inc. | 0.07% | No change | 2,250 | $320K |
| Grove Bank & Trust | 0.04% | No change | 2,246 | $320K |
| Amplius Wealth Advisors, LLC | 0.03% | Reduce -17.5% | 2,236 | $318K |
| BostonPremier Wealth LLC | 0.16% | Add +0.1% | 2,228 | $317K |
| Financial Perspectives, Inc | 0.09% | No change | 2,227 | $317K |
| Exencial Wealth Advisors, LLC | 0.01% | No change | 2,225 | $317K |
| Diversified Portfolios, Inc. | 0.03% | No change | 2,207 | $314K |
| Global Wealth Management Investment Advisory, Inc. | 0.05% | Reduce -42.6% | 2,203 | $314K |
| Strive Asset Management, LLC | 0.17% | Reduce -37.2% | 2,201 | $313K |
| Yardley Wealth Management LLC | 0.17% | No change | 2,200 | $313K |
| McDonald Partners LLC | 0.09% | No change | 2,200 | $313K |
| Stiles Financial Services Inc | 0.10% | No change | 2,200 | $313K |
| Stephen J. Garry & Associates, LLC | 0.25% | No change | 2,187 | $311K |
| Alliance Wealth Management Group | 0.07% | No change | 2,156 | $307K |
| EverSource Wealth Advisors, LLC | 0.01% | Add +0.1% | 2,151 | $306K |
| Rockbridge Investment Management, LCC | 0.03% | Reduce -1.4% | 2,140 | $305K |
| DT Investment Partners, LLC | 0.03% | No change | 2,124 | $302K |
| Eubel Brady & Suttman Asset Management Inc. | 0.04% | No change | 2,120 | $302K |
| Cypress Wealth Services, LLC | 0.05% | Add +35.8% | 2,116 | $301K |
| Brady Family Wealth, LLC | 0.09% | No change | 2,115 | $301K |
| Arbor Investment Advisors, LLC | 0.04% | No change | 2,102 | $299K |
| Invested Advisors | 0.43% | — | 2,318 | $298K |
| Cozad Asset Management Inc. | 0.02% | No change | 2,088 | $297K |
| Transcendent Capital Group LLC | 0.13% | Reduce -92.6% | 2,085 | $297K |
| Garde Capital, Inc. | 0.01% | No change | 2,074 | $295K |
| Insight Advisors, LLC/ PA | 0.05% | Reduce -0.1% | 2,069 | $295K |
| International Assets Investment Management, LLC | 0.02% | No change | 2,139 | $294K |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 0.10% | Add +0.1% | 2,026 | $294K |
| KPP Advisory Services LLC | 0.04% | No change | 2,066 | $294K |
| YHB Investment Advisors, Inc. | 0.02% | No change | 2,064 | $294K |
| Orgel Wealth Management, LLC | 0.01% | Reduce -9.6% | 2,053 | $292K |
| Foundation Wealth Management, LLC | 0.20% | No change | 2,052 | $292K |
| Cibc World Market Inc. | 0.00% | Reduce -4.7% | 2,047 | $292K |
| CGN Advisors LLC | 0.02% | Reduce -1.2% | 2,028 | $289K |
| Portland Global Advisors LLC | 0.03% | No change | 2,026 | $289K |
| Goelzer Investment Management, Inc. | 0.02% | No change | 2,017 | $287K |
| Montz Harcus Wealth Management LLC | 0.13% | Add +0.1% | 2,015 | $287K |
| Ironwood Investment Counsel, LLC | 0.04% | Add +0.6% | 2,012 | $287K |
| Flagship Harbor Advisors, LLC | 0.01% | Reduce -1.2% | 1,978 | $282K |
| Scotia Capital Inc. | 0.00% | No change | 1,940 | $276K |
| Townsquare Capital LLC | 0.04% | Reduce -0.4% | 1,935 | $276K |
| Hollencrest Capital Management | 0.01% | No change | 1,927 | $274K |
| Farmers Trust Co. | 0.05% | No change | 1,914 | $273K |
| Consolidated Portfolio Review Corp | 0.03% | Add +1.2% | 1,905 | $271K |
| Fayez Sarofim & Co | 0.00% | No change | 1,896 | $270K |
| First Trust Advisors LP | 0.00% | Add +2.3% | 1,896 | $270K |
| Edge Financial Advisors LLC | 0.12% | Add +0.1% | 1,892 | $269K |
| GC Wealth Management RIA, LLC | 0.01% | No change | 1,890 | $269K |
| Retirement Planning Group, LLC | 0.01% | Reduce -1.4% | 1,889 | $269K |
| Centennial Bank | 0.11% | Reduce -34.0% | 1,884 | $268K |
| Daymark Wealth Partners, LLC | 0.01% | No change | 1,879 | $268K |
| West Michigan Advisors, LLC | 0.06% | Add +0.3% | 1,863 | $265K |
| Timonier Family Office, LTD. | 0.09% | No change | 1,862 | $265K |
| Washington Trust Advisors, Inc. | 0.02% | No change | 1,861 | $265K |
| Windsor Capital Management, LLC | 0.07% | Reduce -0.1% | 1,857 | $265K |
| Pps&v Asset Management Consultants, Inc. | 0.15% | No change | 1,852 | $264K |
| Hazlett, Burt & Watson, Inc. | 0.09% | No change | 1,835 | $261K |
| Philadelphia Trust Co. | 0.02% | No change | 1,826 | $260K |
| Wealthspire Retirement, LLC | 0.02% | Reduce -3.4% | 1,826 | $260K |
| Waterloo Capital, L.P. | 0.02% | Reduce -0.2% | 1,823 | $260K |
| Shira Ridge Wealth Management | 0.11% | No change | 1,822 | $259K |
| Destiny Wealth Partners, LLC | 0.03% | New | 1,802 | $257K |
| Roman Butler Fullerton & Co. | 0.07% | Add +0.1% | 1,796 | $256K |
| Crux Wealth Advisors | 0.10% | Add +6.7% | 1,794 | $256K |
| Norden Group LLC | 0.03% | Reduce -30.3% | 1,793 | $255K |
| 17 Capital Partners, LLC | 0.14% | Reduce -21.7% | 1,790 | $255K |
| Csenge Advisory Group | 0.01% | Add +18.2% | 1,783 | $254K |
| Parsons Capital Management Inc. | 0.01% | Add +2.9% | 1,781 | $254K |
| Arete Wealth Advisors, LLC | 0.02% | New | 1,780 | $253K |
| Tanager Wealth Management LLP | 0.03% | No change | 1,769 | $252K |
| Quest 10 Wealth Builders, Inc. | 0.23% | Reduce -40.7% | 1,767 | $252K |
| Centerpoint Advisory Group | 0.20% | Add +17.8% | 1,767 | $252K |
| Bar Harbor Wealth Management | 0.01% | No change | 1,760 | $251K |
| Maridea Wealth Management LLC | 0.04% | Add +0.6% | 1,739 | $248K |
| Sigma Investment Counselors Inc. | 0.01% | No change | 1,741 | $248K |
| Cobblestone Capital Advisors LLC | 0.01% | No change | 1,740 | $248K |
| Cora Capital Advisors LLC | 0.11% | No change | 1,740 | $248K |
| First Hawaiian Bank | 0.03% | No change | 1,734 | $247K |
| Everhart Financial Group, Inc. | 0.02% | Add +1.7% | 1,734 | $247K |
| Rothschild Capital Partners, LLC | 0.06% | Reduce -5.1% | 1,716 | $244K |
| Matrix Private Capital Group LLC | 0.13% | No change | 1,704 | $243K |
| Zacks Investment Management | 0.00% | Add +11.7% | 1,702 | $242K |
| Wedmont Private Capital | 0.01% | No change | 1,700 | $242K |
| Forum Financial Management, LP | 0.00% | No change | 1,691 | $241K |
| Hilltop Holdings Inc. | 0.01% | Add +6.5% | 1,688 | $240K |
| Kingstone Capital Partners Texas, LLC | 0.14% | Add +0.1% | 1,687 | $240K |
| Mason & Associates Inc | 0.05% | No change | 1,685 | $240K |
| OneAscent Financial Services LLC | 0.02% | New | 1,683 | $240K |
| Henrickson Nauta Wealth Advisors, Inc. | 0.08% | No change | 1,683 | $240K |
| PFG Advisors | 0.01% | New | 1,683 | $240K |
| Trivium Point Advisory, LLC | 0.02% | No change | 1,678 | $239K |
| Salem Investment Counselors Inc. | 0.01% | No change | 1,670 | $238K |
| Rosenblum Silverman Sutton S F Inc. | 0.05% | Add +1.8% | 1,665 | $237K |
| Evanson Asset Management, LLC | 0.01% | No change | 1,662 | $237K |
| Trivant Custom Portfolio Group, LLC | 0.12% | No change | 1,660 | $236K |
| Kirtland Hills Capital Management, LLC | 0.09% | No change | 1,658 | $236K |
| Axis Wealth Partners, LLC | 0.14% | Reduce -1.3% | 1,653 | $235K |
| Oakworth Capital, Inc. | 0.01% | No change | 1,642 | $234K |
| Magnolia Private Wealth, LLC | 0.17% | Reduce -32.3% | 1,639 | $233K |
| TCV Trust & Wealth Management, Inc. | 0.02% | New | 1,637 | $233K |
| Avestar Capital, LLC | 0.02% | No change | 1,636 | $233K |
| Acropolis Investment Management, LLC | 0.01% | No change | 1,675 | $232K |
| Ascent Group, LLC | 0.01% | Add +2.3% | 1,629 | $232K |
| Shared Vision Wealth Group LLC | 0.10% | No change | 1,635 | $232K |
| Chesley Taft & Associates LLC | 0.01% | New | 1,616 | $230K |
| Duncker Streett & Co. Inc. | 0.04% | No change | 1,606 | $229K |
| First Nebraska Trust Co | 0.02% | No change | 1,600 | $228K |
| Mascagni Wealth Management, Inc. | 0.18% | No change | 1,594 | $227K |
| Athena Investment Management | 0.12% | No change | 1,590 | $226K |
| Accelerate Investment Advisors LLC | 0.15% | No change | 1,588 | $226K |
| Carrera Capital Advisors | 0.04% | Add +0.1% | 1,580 | $225K |
| Gerber Kawasaki Wealth & Investment Management | 0.01% | New | 1,566 | $223K |
| Unique Wealth, LLC | 0.03% | No change | 1,566 | $223K |
| Freedom Investment Management, Inc. | 0.06% | Reduce -56.8% | 1,564 | $223K |
| Clare Market Investments LLC | 0.04% | Add +0.1% | 1,563 | $223K |
| Bond & Devick Financial Network, Inc. | 0.07% | No change | 1,560 | $222K |
| Trust Co of the South | 0.04% | No change | 1,559 | $222K |
| Balefire, LLC | 0.04% | Reduce -12.8% | 1,554 | $221K |
| Shepherd Financial Partners LLC | 0.02% | No change | 1,547 | $220K |
| Steigerwald, Gordon & Koch Inc. | 0.02% | New | 1,546 | $220K |
| One Wealth Management Investment & Advisory Services, LLC | 0.26% | Reduce -8.8% | 1,544 | $220K |
| Smith & Howard Wealth Management, LLC | 0.05% | No change | 1,529 | $218K |
| Per Stirling Capital Management, LLC. | 0.03% | Add +2.7% | 1,529 | $218K |
| GW&K Investment Management, LLC | 0.00% | No change | 1,521 | $217K |
| Waddell & Associates, LLC | 0.02% | No change | 1,522 | $217K |
| Hendershot Investments Inc. | 0.03% | No change | 1,522 | $217K |
| Leo Wealth, LLC | 0.03% | Add +0.1% | 1,519 | $216K |
| Safeguard Investment Advisory Group, LLC | 0.05% | Reduce -14.2% | 1,519 | $216K |
| TigerOak Management, L.L.C. | 0.07% | No change | 1,518 | $216K |
| First International Bank & Trust | 0.07% | No change | 1,514 | $216K |
| Alta Wealth Advisors LLC | 0.08% | No change | 1,511 | $215K |
| Granite Bay Wealth Management, LLC | 0.06% | No change | 1,500 | $214K |
| Mma Asset Management LLC | 0.07% | No change | 1,492 | $212K |
| ERn Financial, LLC | 0.04% | No change | 1,489 | $212K |
| Eastern Bank | 0.00% | Add +29.7% | 1,477 | $210K |
| Harfst & Associates, Inc. | 0.04% | No change | 1,475 | $210K |
| Parthenon LLC | 0.02% | No change | 1,474 | $210K |
| Legacy Financial Group, Inc. | 0.06% | No change | 1,468 | $209K |
| RiverFront Investment Group, LLC | 0.00% | No change | 1,468 | $209K |
| Theory Financial LLC | 0.07% | No change | 1,464 | $209K |
| Symphony Financial, Ltd. Co. | 0.03% | Add +0.1% | 1,469 | $208K |
| McNaughton Wealth Management, LLC | 0.09% | No change | 1,457 | $207K |
| Performa Ltd (US), LLC | 0.06% | Add +0.1% | 1,457 | $207K |
| Lauterbach Financial Advisors, LLC | 0.10% | No change | 1,456 | $207K |
| First Manhattan Co. Llc. | 0.00% | Reduce -0.6% | 1,454 | $207K |
| Bigelow Investment Advisors, LLC | 0.08% | No change | 1,450 | $206K |
| Compound Planning, Inc. | 0.01% | New | 1,447 | $206K |
| LaFleur & Godfrey LLC | 0.03% | Reduce -6.3% | 1,445 | $206K |
| Westfield Capital Management Co. LP | 0.00% | New | 1,441 | $205K |
| AlphaCore Capital LLC | 0.01% | No change | 1,435 | $204K |
| TCP Asset Management, LLC | 0.04% | New | 1,434 | $204K |
| First Bancorp, Inc | 0.11% | New | 1,433 | $204K |
| Tritonpoint Wealth, LLC | 0.02% | Reduce -24.6% | 1,431 | $204K |
| Bogart Wealth, LLC | 0.01% | Add +47.5% | 1,429 | $204K |
| American Money Management, LLC | 0.03% | Reduce -6.0% | 1,428 | $203K |
| BAM Wealth Management, LLC | 0.16% | — | 1,426 | $203K |
| Montag A & Associates Inc. | 0.01% | No change | 1,392 | $198K |
| Hills Bank & Trust Co | 0.01% | No change | 1,383 | $197K |
| Milestone Investment Advisors LLC | 0.05% | No change | 1,321 | $188K |
| Global Trust Asset Management, LLC | 0.08% | Reduce -7.2% | 1,287 | $183K |
| GPS Wealth Strategies Group, LLC | 0.02% | Reduce -8.0% | 1,273 | $181K |
| N.E.W. Advisory Services LLC | 0.02% | No change | 1,228 | $175K |
| Biltmore Family Office, LLC | 0.02% | No change | 1,200 | $171K |
| Ramirez Asset Management, Inc. | 0.02% | No change | 1,200 | $171K |
| Smithfield Trust Co | 0.01% | Reduce -52.0% | 1,197 | $170K |
| Aptus Capital Advisors, LLC | 0.00% | Add +222.0% | 1,185 | $169K |
| Creative Financial Designs Inc. | 0.01% | Reduce -1.9% | 1,171 | $167K |
| Trifecta Capital Advisors, LLC | 0.02% | No change | 1,146 | $163K |
| BOK Financial Private Wealth, Inc. | 0.01% | No change | 1,146 | $163K |
| Arcadia Investment Advisors LLC | 0.08% | Reduce -7.7% | 1,140 | $162K |
| Atlantic Edge Private Wealth Management, LLC | 0.04% | No change | 1,140 | $162K |
| Quarry LP | 0.04% | New | 1,136 | $162K |
| Edmond DE Rothschild Holding S.A. | 0.00% | No change | 1,132 | $161K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | No change | 1,122 | $161K |
| Pension & Wealth Management Advisors, Inc. | 0.05% | Reduce -2.9% | 1,113 | $159K |
| CoreFirst Bank & Trust | 0.08% | No change | 1,096 | $156K |
| Legal & General Group Plc | 0.00% | Reduce -53.3% | 1,050 | $149K |
| Ballast Advisors LLC | 0.04% | No change | 1,032 | $147K |
| Tompkins Financial Corp. | 0.01% | No change | 1,027 | $146K |
| Trust Co | 0.01% | No change | 1,018 | $145K |
| Evermay Wealth Management LLC | 0.02% | No change | 1,000 | $142K |
| Copia Wealth Management | 0.10% | Reduce -1.9% | 969 | $138K |
| Guerra Advisors Inc | 0.05% | New | 925 | $132K |
| Barclays PLC | 0.00% | Reduce -99.7% | 920 | $131K |
| Bare Financial Services, Inc | 0.04% | No change | 910 | $130K |
| Salomon & Ludwin, LLC | 0.01% | Reduce -1.5% | 900 | $129K |
| Pineridge Advisors LLC | 0.04% | Reduce -17.2% | 891 | $127K |
| REAP Financial Group, LLC | 0.03% | Reduce -3.0% | 891 | $127K |
| Decker Retirement Planning Inc. | 0.07% | Reduce -40.6% | 885 | $126K |
| Pin Oak Investment Advisors Inc. | 0.09% | No change | 883 | $126K |
| Raffa Wealth Management, LLC | 0.02% | No change | 844 | $120K |
| Pinnacle Bancorp, Inc. | 0.03% | No change | 820 | $117K |
| Sittner & Nelson, LLC | 0.04% | No change | 800 | $114K |
| Colonial Trust Advisors | 0.01% | Reduce -1.5% | 800 | $114K |
| Perkins Coie Trust Co | 0.02% | No change | 797 | $114K |
| Darwin Wealth Management, LLC | 0.04% | No change | 788 | $112K |
| Rise Advisors, LLC | 0.04% | No change | 781 | $111K |
| TFC Financial Management, Inc. | 0.01% | No change | 764 | $109K |
| Deutsche Bank AG | 0.00% | No change | 746 | $106K |
| WealthCollab, LLC | 0.05% | No change | 743 | $106K |
| Mather Group, Llc. | 0.00% | New | 731 | $104K |
| Realta Investment Advisors | 0.03% | Add +51.8% | 724 | $103K |
| KERR FINANCIAL PLANNING Corp | 0.14% | — | 731 | $100K |
| North Star Investment Management Corp. | 0.01% | No change | 690 | $98K |
| SYM FINANCIAL Corp | 0.01% | No change | 676 | $96K |
| Koesten, Hirschmann & Crabtree, INC. | 0.05% | No change | 672 | $96K |
| Game Plan Financial Advisors, LLC | 0.04% | No change | 648 | $92K |
| Rialto Wealth Management, LLC | 0.02% | Reduce -38.0% | 629 | $90K |
| Gleason Group, Inc. | 0.01% | Add +0.2% | 628 | $89K |
| Hanson & Doremus Investment Management | 0.01% | No change | 628 | $89K |
| Heartwood Wealth Advisors LLC | 0.01% | New | 607 | $86K |
| Stephens Consulting, LLC | 0.03% | No change | 577 | $82K |
| Elevation Wealth Partners, LLC | 0.03% | Add +0.2% | 574 | $82K |
| CoreCap Advisors, LLC | 0.00% | Add +44.9% | 571 | $81K |
| Mill Capital Management, LLC | 0.01% | No change | 570 | $81K |
| Operose Advisors LLC | 0.02% | Add +13.9% | 565 | $80K |
| Wolff Wiese Magana LLC | 0.04% | Reduce -2.5% | 558 | $79K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -17.8% | 555 | $79K |
| TCTC Holdings, LLC | 0.00% | No change | 550 | $78K |
| Archer Investment Corp | 0.02% | Reduce -4.2% | 547 | $78K |
| Clayton Financial Group LLC | 0.06% | New | 535 | $76K |
| Ameriflex Group, Inc. | 0.03% | Add +14.7% | 530 | $76K |
| Addison Advisors LLC | 0.02% | Reduce -10.7% | 526 | $75K |
| Bank of New Hampshire | 0.02% | No change | 512 | $73K |
| Pinney & Scofield, Inc. | 0.04% | No change | 509 | $72K |
| Root Financial Partners, LLC | 0.00% | New | 495 | $70K |
| Glassman Wealth Services | 0.01% | No change | 494 | $70K |
| Pflug Koory, LLC | 0.03% | No change | 475 | $68K |
| Hamilton Point Investment Advisors, LLC | 0.01% | No change | 472 | $67K |
| Albion Financial Group | 0.00% | No change | 471 | $67K |
| Atwood & Palmer Inc. | 0.00% | No change | 460 | $66K |
| LGT Financial Advisors LLC | 0.14% | No change | 458 | $65K |
| Mechanics Financial Corp | 0.02% | No change | 456 | $65K |
| Bernard Wealth Management Corp. | 0.03% | No change | 428 | $61K |
| Kimelman & Baird, LLC | 0.00% | No change | 428 | $61K |
| Horizons Wealth Management | 0.04% | No change | 426 | $61K |
| JFS Wealth Advisors, LLC | 0.00% | Add +14.1% | 422 | $60K |
| Medallion Wealth Advisors, LLC | 0.02% | No change | 420 | $60K |
| Migdal Insurance & Financial Holdings Ltd. | 0.00% | Reduce -50.0% | 410 | $58K |
| Front Row Advisors LLC | 0.02% | No change | 406 | $58K |
| Coston, McIsaac & Partners | 0.01% | No change | 405 | $57K |
| Palisade Asset Management, LLC | 0.01% | New | 400 | $57K |
| Missouri Trust & Investment Co | 0.02% | Add +294.0% | 394 | $56K |
| Greykasell Wealth Strategies, Inc. | 0.02% | New | 385 | $55K |
| Indiana Trust & Investment Management Co | 0.02% | No change | 383 | $55K |
| Nalls Sherbakoff Group, LLC | 0.04% | No change | 383 | $55K |
| Millstone Evans Group, LLC | 0.03% | No change | 381 | $54K |
| Horizon Investments, LLC | 0.00% | No change | 364 | $52K |
| TOWER TRUST & INVESTMENT Co | 0.03% | No change | 342 | $49K |
| Concord Wealth Partners | 0.01% | No change | 329 | $47K |
| Pittenger & Anderson Inc. | 0.00% | No change | 320 | $46K |
| CX Institutional | 0.00% | No change | 311 | $44K |
| Founders Financial Alliance, LLC | 0.01% | New | 307 | $44K |
| Asset Dedication, LLC | 0.00% | No change | 305 | $43K |
| Richardson Financial Services Inc. | 0.03% | No change | 304 | $43K |
| Insight Inv LLC | 0.02% | No change | 298 | $42K |
| Register Financial Advisors LLC | 0.02% | No change | 284 | $40K |
| Adirondack Trust Co. | 0.01% | Reduce -4.7% | 282 | $40K |
| WFA of San Diego, LLC | 0.03% | Reduce -18.6% | 275 | $39K |
| Smartleaf Asset Management LLC | 0.00% | No change | 273 | $39K |
| Measured Wealth Private Client Group, LLC | 0.01% | New | 271 | $39K |
| JNBA Financial Advisors | 0.00% | No change | 267 | $38K |
| Webster Bank, N. A. | 0.00% | Reduce -50.0% | 262 | $37K |
| Integrity Financial Corp | 0.02% | Reduce -46.3% | 258 | $37K |
| Anfield Capital Management, LLC | 0.01% | No change | 258 | $37K |
| Avion Wealth | 0.01% | No change | 248 | $35K |
| Ashton Thomas Securities, LLC | 0.00% | New | 236 | $34K |
| Clean Yield Group | 0.01% | New | 231 | $33K |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 229 | $33K |
| Evelyn Partners Asset Management Ltd | 0.01% | No change | 224 | $32K |
| Abound Wealth Management | 0.01% | Add +223.2% | 223 | $32K |
| Mark Sheptoff Financial Planning, LLC | 0.01% | Add +47.6% | 217 | $31K |
| Richard W. Paul & Associates, LLC | 0.01% | No change | 208 | $30K |
| BankPlus Trust Department | 0.01% | No change | 208 | $30K |
| Imprint Wealth LLC | 0.09% | — | 204 | $29K |
| Ameliora Wealth Management Ltd. | 0.01% | No change | 200 | $28K |
| Financial Gravity Asset Management, Inc. | 0.01% | — | 200 | $28K |
| Plante Moran Financial Advisors, LLC | 0.00% | No change | 200 | $28K |
| Hughes Financial Services, LLC | 0.00% | No change | 202 | $28K |
| Beaird Harris Wealth Management, LLC | 0.00% | Add +125.0% | 198 | $28K |
| Resources Management Corp. /CT/ | 0.00% | No change | 200 | $28K |
| Delta Asset Management LLC | 0.00% | No change | 180 | $26K |
| Private Wealth Management Group, LLC | 0.01% | New | 168 | $24K |
| Mascoma Wealth Management LLC | 0.01% | No change | 168 | $24K |
| MPWM Advisory Solutions, LLC | 0.01% | No change | 167 | $24K |
| Kilter Group LLC | 0.01% | No change | 166 | $24K |
| Investment Counsel Co. of Nevada | 0.05% | New | 162 | $23K |
| Syntax Research, Inc. | 0.01% | No change | 162 | $23K |
| Lowe Wealth Advisors, LLC | 0.01% | Add +5.3% | 158 | $23K |
| DHJJ Financial Advisors, Ltd. | 0.01% | Reduce -25.0% | 156 | $22K |
| Team Financial Group, LLC | 0.01% | No change | 156 | $22K |
| Sound Income Strategies, LLC | 0.00% | Reduce -80.0% | 154 | $22K |
| Harbor Asset Planning, Inc. | 0.02% | Add +0.7% | 155 | $22K |
| Riverview Trust Co | 0.03% | No change | 150 | $21K |
| HHM Wealth Advisors, LLC | 0.00% | No change | 150 | $21K |
| United Community Bank | 0.01% | No change | 149 | $21K |
| HighMark Wealth Management LLC | 0.01% | Add +3.5% | 146 | $21K |
| American Capital Advisory, LLC | 0.01% | No change | 143 | $20K |
| West Branch Capital LLC | 0.01% | Reduce -45.2% | 143 | $20K |
| Legacy Wealth Managment, LLC | 0.01% | Add +10.5% | 137 | $20K |
| Crewe Advisors LLC | 0.00% | No change | 133 | $19K |
| Creekmur Asset Management LLC | 0.00% | New | 132 | $19K |
| Anchor Investment Management, LLC | 0.00% | No change | 130 | $19K |
| Center for Financial Planning, Inc. | 0.00% | New | 127 | $18K |
| Physician Wealth Advisors, Inc. | 0.00% | No change | 120 | $17K |
| American National Bank & Trust | 0.00% | No change | 120 | $17K |
| SIMA Wealth Partners, LLC | 0.01% | No change | 119 | $17K |
| Signature Resources Capital Management, LLC | 0.01% | New | 118 | $17K |
| Mb, Levis & Associates, LLC | 0.01% | No change | 112 | $16K |
| St Germain D J Co. Inc. | 0.00% | No change | 108 | $15K |
| New Millennium Group LLC | 0.01% | Add +395.2% | 104 | $15K |
| Windsor Advisory Group, LLC | 0.01% | No change | 102 | $15K |
| Caldwell Sutter Capital, Inc. | 0.01% | No change | 102 | $15K |
| one8zero8, LLC | 0.00% | No change | 102 | $15K |
| Highline Wealth Partners LLC | 0.00% | New | 101 | $14K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 100 | $14K |
| Peoples Financial Services Corp. | 0.01% | No change | 99 | $14K |
| Strengthening Families & Communities, LLC | 0.00% | New | 96 | $14K |
| Redwood Park Advisors LLC | 0.01% | No change | 96 | $14K |
| Crews Bank & Trust | 0.00% | No change | 94 | $13K |
| Abich Financial Wealth Management LLC | 0.00% | — | 93 | $13K |
| New Republic Capital, LLC | 0.00% | No change | 91 | $13K |
| Field & Main Bank | 0.00% | No change | 90 | $13K |
| Vermillion & White Wealth Management Group, LLC | 0.01% | No change | 87 | $12K |
| Cornerstone Planning Group LLC | 0.00% | New | 124 | $12K |
| Investors Research Corp | 0.00% | Reduce -52.4% | 81 | $12K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.02% | No change | 78 | $11K |
| Rothschild Investment LLC | 0.00% | No change | 77 | $11K |
| Aventura Private Wealth, LLC | 0.00% | No change | 75 | $11K |
| Rice Partnership, LLC | 0.00% | Add +222.7% | 71 | $10K |
| Bfsg, LLC | 0.00% | Reduce -30.0% | 70 | $10K |
| NFSG Corp | 0.00% | No change | 64 | $9K |
| High Note Wealth, LLC | 0.00% | Reduce -41.3% | 64 | $9K |
| Park Square Financial Group, LLC | 0.04% | Reduce -14.1% | 61 | $9K |
| Blume Capital Management, Inc. | 0.00% | New | 60 | $9K |
| Provenance Wealth Advisors, LLC | 0.00% | No change | 60 | $9K |
| Alaska Permanent Capital Management, LLC | 0.00% | No change | 56 | $8K |
| Nemes Rush Group LLC | 0.00% | No change | 51 | $7K |
| First Community Trust NA | 0.01% | No change | 48 | $7K |
| Dunhill Financial, LLC | 0.00% | No change | 48 | $7K |
| Robinswood Financial LLC | 0.00% | No change | 45 | $6K |
| Barnes Dennig Private Wealth Management LLC | 0.01% | No change | 44 | $6K |
| Versant Capital Management, Inc | 0.00% | No change | 42 | $6K |
| Exchange Traded Concepts, LLC | 0.00% | Reduce -97.6% | 41 | $6K |
| Nvwm, LLC | 0.00% | No change | 35 | $5K |
| Compass Financial Services Inc | 0.00% | New | 35 | $5K |
| CNB Bank | 0.00% | No change | 33 | $5K |
| Broadwater Capital Management LLC | 0.00% | Reduce -99.3% | 32 | $5K |
| Phillips Financial Management, LLC | 0.00% | No change | 32 | $5K |
| Piscataqua Savings Bank | 0.00% | No change | 30 | $4K |
| GGM Financial LLC | 0.00% | New | 29 | $4K |
| Rosenberg Matthew Hamilton | 0.00% | Reduce -45.5% | 24 | $3K |
| Larson Financial Group LLC | 0.00% | No change | 20 | $3K |
| Wealth Watch Advisors, INC | 0.00% | New | 19 | $3K |
| Tower View Wealth Management LLC | 0.00% | No change | 18 | $3K |
| Rossby Financial, LCC | 0.00% | New | 18 | $3K |
| Vermillion Wealth Management, Inc. | 0.00% | New | 16 | $2K |
| Orion Capital Management LLC | 0.00% | No change | 11 | $2K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -98.2% | 11 | $2K |
| BTG Pactual Asset Management US LLC | 0.00% | No change | 11 | $2K |
| Proathlete Wealth Management LLC | 0.00% | Reduce -93.9% | 10 | $1K |
| Your Advocates Ltd., LLP | 0.00% | No change | 9 | $1K |
| Motco | 0.00% | No change | 6 | $854 |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 4 | $570 |
| Transamerica Financial Advisors, LLC | 0.00% | No change | 4 | $437 |
| Cape Investment Advisory, Inc. | 0.00% | Reduce -98.2% | 2 | $285 |
"% 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.