iShares Russell Mid-Cap GrowIWPETF
13F holders, Q1 2026 (March 31)1,181holders −50
58new positions
99sold out
3famous investors
$127.60avg. 13F price*
At the end of Q1 2026, 1,181 institutions reported holding iShares Russell Mid-Cap Grow (IWP) in their 13F filings, down 50 from Q4 2025. 58 opened new positions and 99 sold out. The largest holders were Morgan Stanley ($2.6B), Bank of America Corp. ($909.7M) and Envestnet Asset Management Inc. ($739.6M). 3 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management's portfolio), David E. Shaw (0.0% of D. E. Shaw & Co.'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 Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 58 | $39.7M |
| Exits | 99 | $122.0M |
All 13F filers, Q4 2025 → Q1 2026: 3,751,798 shares bought and 9,098,076 shares sold, net −5,346,278 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,181 holders
| Morgan Stanley | 0.15% | Add +2.6% | 19,905,431 | $2.6B |
| Bank of America Corp. | 0.07% | Add +0.1% | 7,100,610 | $909.7M |
| Envestnet Asset Management Inc. | 0.20% | Reduce -3.9% | 5,772,532 | $739.6M |
| Wells Fargo & Company | 0.13% | Reduce -3.1% | 5,135,595 | $658.0M |
| First Command Advisory Services, Inc. | 3.41% | Add +2.9% | 3,951,302 | $506.2M |
| Jones Financial Companies LLLP | 0.17% | Reduce -39.7% | 2,851,583 | $356.4M |
| UBS Group AG | 0.06% | Add +16.2% | 2,751,384 | $352.5M |
| LPL Financial LLC | 0.09% | Add +1.1% | 2,644,351 | $338.8M |
| Ameriprise Financial Inc. | 0.08% | Reduce -6.5% | 2,602,259 | $332.8M |
| PNC Financial Services Group, Inc. | 0.18% | Reduce -1.0% | 2,434,200 | $311.9M |
| Commonwealth Equity Services, LLC | 0.40% | Reduce -2.0% | 2,253,574 | $288.7M |
| Cassaday & Co Wealth Management LLC | 5.96% | Add +1.9% | 2,184,734 | $279.9M |
| Vantagepoint Investment Advisers LLC | 2.28% | Add +5.6% | 2,103,984 | $269.6M |
| Tiaa-Cref Individual & Institutional Services, LLC | 0.97% | — | 1,974,458 | $253.0M |
| Envestnet Portfolio Solutions, Inc. | 1.17% | Reduce -12.4% | 1,647,589 | $211.1M |
| Commerce Bank | 1.00% | Reduce -2.6% | 1,617,898 | $207.3M |
| US Bancorp \de | 0.25% | Reduce -0.1% | 1,582,899 | $202.8M |
| First Citizens Bank & Trust Co. | 4.14% | Reduce -12.1% | 1,534,093 | $196.5M |
| Northwestern Mutual Wealth Management Co. | 0.11% | Add +0.8% | 1,415,556 | $181.4M |
| Cullen/Frost Bankers, Inc. | 1.85% | Reduce -11.5% | 1,273,878 | $163.2M |
| FMR LLC | 0.01% | Reduce -0.2% | 1,176,536 | $150.7M |
| Osaic Holdings, Inc. | 0.22% | Reduce -1.5% | 1,171,450 | $150.1M |
| Raymond James Financial Inc. | 0.04% | Add +2.1% | 1,037,365 | $132.5M |
| Financial Advisory Corp | 13.94% | Add +4.0% | 783,005 | $100.3M |
| Royal Bank of Canada | 0.02% | Reduce -13.9% | 755,617 | $96.8M |
| Cetera Investment Advisers | 0.09% | Reduce -3.8% | 690,014 | $88.4M |
| Mariner, LLC | 0.10% | Add +1.3% | 674,595 | $86.4M |
| Focus Partners Wealth | 0.09% | Add +0.9% | 657,827 | $84.3M |
| Truist Financial Corp. | 0.11% | Reduce -7.9% | 637,930 | $81.7M |
| CIBC Bancorp USA Inc. | 0.11% | — | 632,091 | $81.0M |
| American Family Investments, Inc. | 2.09% | Add +10.5% | 620,523 | $79.5M |
| Pacific Life Fund Advisors LLC | 8.93% | Reduce -7.0% | 606,847 | $77.7M |
| JPMorgan Chase & Co. | 0.01% | Reduce -1.9% | 606,784 | $75.0M |
| Stephens Group Asset Management, LLC | 4.50% | Add +2.3% | 550,990 | $70.6M |
| Stephens Inc. | 0.84% | Reduce -4.8% | 523,361 | $67.1M |
| Fifth Third Bancorp | 0.12% | Add +153.0% | 511,007 | $65.5M |
| Zions Bancorporation, National Association | 4.17% | Add +0.7% | 504,731 | $64.7M |
| Goldman Sachs Group Inc. | 0.01% | Add +11.1% | 439,554 | $56.3M |
| Rodgers & Associates, LTD | 5.62% | Add +4.7% | 431,031 | $55.2M |
| Creative Planning | 0.04% | Add +0.6% | 423,386 | $54.2M |
| Johnson Investment Counsel Inc. | 0.42% | Reduce -0.0% | 403,230 | $51.7M |
| Natixis Advisors, LLC | 0.06% | Add +65.3% | 346,143 | $44.3M |
| Wescott Financial Advisory Group, LLC | 3.80% | Add +0.1% | 337,918 | $43.3M |
| AMG National Trust Bank | 0.94% | Add +4.7% | 337,497 | $43.2M |
| Truepoint, Inc. | 0.96% | Add +17.9% | 336,317 | $43.1M |
| Krilogy Financial LLC | 1.33% | Add +8.6% | 306,523 | $41.4M |
| Congress Asset Management Co. | 0.29% | Reduce -32.1% | 311,168 | $39.9M |
| M&T Bank Corp | 0.13% | Add +0.3% | 305,456 | $39.1M |
| BNP Paribas Financial Markets | 0.03% | Reduce -14.6% | 299,260 | $38.3M |
| Mesirow Financial Investment Management, Inc. | 0.58% | Add +211.4% | 278,458 | $35.7M |
| Cedar Mountain Advisors, LLC | 6.85% | Reduce -0.1% | 273,302 | $35.0M |
| Bank of Hawaii | 1.75% | Add +3.0% | 261,375 | $33.5M |
| Moneta Group Investment Advisors LLC | 0.25% | Add +5.3% | 256,552 | $32.9M |
| Cambridge Investment Research Advisors, Inc. | 0.08% | Add +1.4% | 256,312 | $32.8M |
| Pinnacle Financial Partners, Inc. | 0.25% | Reduce -3.8% | 253,663 | $32.5M |
| Badgley Phelps Wealth Managers, LLC | 0.63% | Add +2.8% | 247,050 | $31.7M |
| Baird Financial Group, Inc. | 0.05% | Reduce -26.9% | 244,939 | $31.4M |
| HighTower Advisors, LLC | 0.03% | Add +3.1% | 242,677 | $31.1M |
| Kayne Anderson Rudnick Investment Management LLC | 0.09% | Add +41.2% | 239,290 | $30.6M |
| Rockefeller Capital Management L.P. | 0.05% | Add +0.4% | 228,667 | $29.3M |
| Bokf, NA | 0.44% | Add +22.3% | 225,584 | $28.9M |
| Hantz Financial Services, Inc. | 0.43% | Add +9.2% | 220,082 | $28.2M |
| Orion Porfolio Solutions, LLC | 0.23% | Reduce -9.1% | 209,725 | $26.9M |
| Oppenheimer & Co. Inc. | 0.31% | Reduce -2.0% | 200,417 | $25.7M |
| Kestra Advisory Services, LLC | 0.10% | Add +4.3% | 197,442 | $25.3M |
| RTD Financial Advisors, Inc. | 3.05% | Reduce -5.4% | 193,789 | $24.8M |
| Brown Advisory Inc. | 0.04% | Add +19.8% | 193,774 | $24.8M |
| Lido Advisors, LLC | 0.10% | Reduce -5.4% | 193,236 | $24.8M |
| EP Wealth Advisors, LLC | 0.12% | Add +1.2% | 192,073 | $24.6M |
| Steward Partners Investment Advisory, LLC | 0.12% | Add +8.8% | 190,796 | $24.4M |
| Parkway Wealth Management Group, LLC | 3.06% | Add +13.7% | 184,131 | $24.2M |
| Bank of Montreal | 0.01% | Reduce -7.7% | 177,481 | $22.7M |
| SVB Wealth LLC | 1.50% | Reduce -4.6% | 177,337 | $22.7M |
| Accredited Investors Inc. | 1.22% | Reduce -5.8% | 176,108 | $22.6M |
| Integrated Investment Consultants, LLC | 4.77% | Reduce -3.0% | 175,231 | $22.5M |
| Washington Trust Bank | 1.65% | Add +5.7% | 175,040 | $22.4M |
| Waverly Advisors, LLC | 0.17% | Reduce -1.4% | 173,669 | $22.3M |
| HSBC Holdings PLC | 0.01% | Add +2.8% | 173,483 | $22.2M |
| Keybank National Association | 0.08% | Add +0.3% | 172,144 | $22.1M |
| Stifel Financial Corp. | 0.02% | Add +0.2% | 162,480 | $20.8M |
| MAI Capital Management | 0.12% | Reduce -13.6% | 162,277 | $20.8M |
| Midwest Trust Co | 0.26% | Add +2.8% | 159,564 | $20.4M |
| Kestra Private Wealth Services, LLC | 0.25% | Add +6.4% | 157,268 | $20.1M |
| Tiaa Trust, National Association | 1.22% | Reduce -93.4% | 156,876 | $20.1M |
| Falcon Wealth Planning | 1.28% | Add +13.8% | 146,291 | $18.7M |
| Whitaker-Myers Wealth Managers, LTD. | 3.66% | Add +5.5% | 143,303 | $18.4M |
| Mechanics Bank Trust Department | 2.48% | Add +0.1% | 139,696 | $17.9M |
| Allworth Financial LP | 0.07% | Add +0.2% | 139,324 | $17.9M |
| Corient Private Wealth LP | 0.03% | Reduce -17.2% | 139,007 | $17.8M |
| Wealthspire Advisors, LLC | 0.14% | Reduce -2.3% | 138,416 | $17.7M |
| MML Investors Services, LLC | 0.05% | Reduce -15.2% | 135,306 | $17.3M |
| Northern Trust Corp. | 0.00% | Reduce -1.9% | 135,083 | $17.3M |
| LBJ Family Wealth Advisors, Ltd. | 9.53% | Reduce -1.1% | 131,521 | $16.3M |
| Private Advisor Group, LLC | 0.07% | Reduce -7.4% | 123,871 | $15.9M |
| Diversified Management Inc. | 2.70% | Add +0.8% | 123,120 | $15.8M |
| Captrust Financial Advisors | 0.03% | Add +4.0% | 121,014 | $15.5M |
| Bank of New York Mellon Corp | 0.00% | Add +3.3% | 120,394 | $15.4M |
| AE Wealth Management LLC | 0.08% | Add +25.4% | 119,429 | $15.3M |
| Stonebridge Financial Group, LLC | 1.24% | Add +5.1% | 117,660 | $15.1M |
| HUB Investment Partners, LLC | 0.37% | Add +9.5% | 116,880 | $15.0M |
| JMG Financial Group, Ltd. | 0.40% | Add +1.0% | 114,619 | $14.7M |
| Curi Capital, LLC | 0.26% | Add +0.1% | 113,070 | $14.5M |
| Avantax Planning Partners, Inc. | 0.39% | Reduce -2.3% | 111,789 | $14.3M |
| Bartlett & Co. Wealth Management LLC | 0.18% | Reduce -3.5% | 104,619 | $14.3M |
| Bishop & Co Investment Management, LLC | 4.47% | Reduce -29.2% | 101,651 | $13.0M |
| Forvis Mazars Wealth Advisors, LLC | 0.25% | Reduce -4.8% | 101,302 | $13.0M |
| Connecticut Wealth Management, LLC | 0.54% | Add +0.1% | 100,899 | $12.9M |
| Pathstone Holdings, LLC | 0.05% | Add +8.2% | 100,162 | $12.8M |
| Southern Capital Advisors, LLC | 5.98% | Add +11.8% | 99,763 | $12.8M |
| Wealth Enhancement Advisory Services, LLC | 0.03% | Reduce -17.6% | 98,755 | $12.8M |
| Sanctuary Advisors, LLC | 0.07% | Reduce -6.0% | 98,811 | $12.7M |
| VestGen Advisors, LLC | 0.35% | Add +0.6% | 91,907 | $12.6M |
| Canandaigua National Corp. | 1.12% | — | 97,741 | $12.5M |
| LMG Wealth Partners, LLC | 2.25% | Reduce -3.0% | 96,448 | $12.4M |
| NewEdge Advisors, LLC | 0.04% | Reduce -0.6% | 95,440 | $12.2M |
| &partners | 0.06% | Reduce -0.6% | 93,634 | $12.1M |
| Farmers & Merchants Investments Inc. | 0.33% | No change | 93,501 | $12.0M |
| Heck Capital Advisors, LLC | 0.88% | Add +10.8% | 92,444 | $11.8M |
| First Citizens Asset Management, Inc. | 4.10% | Reduce -8.7% | 90,273 | $11.6M |
| NorthRock Partners, LLC | 0.19% | Reduce -0.8% | 89,844 | $11.5M |
| Mill Creek Capital Advisors, LLC | 0.22% | Reduce -4.3% | 83,921 | $10.8M |
| Summit Financial, LLC | 0.14% | Add +132.5% | 83,724 | $10.7M |
| WestHill Financial Advisors, Inc. | 2.04% | Add +9.2% | 83,417 | $10.7M |
| XML Financial, LLC | 0.85% | Add +2.5% | 82,563 | $10.6M |
| Occidental Asset Management, LLC | 1.23% | Reduce -10.0% | 80,800 | $10.4M |
| Prosperity Consulting Group, LLC | 0.46% | Add +5.7% | 80,728 | $10.3M |
| Nuveen, LLC | 0.00% | Add +11.2% | 79,141 | $10.1M |
| IFP Advisors, Inc | 0.21% | Add +6.8% | 79,136 | $10.1M |
| Whitegate Investment Counselors, Inc. | 3.21% | Reduce -0.2% | 78,872 | $10.1M |
| Argent Trust Co | 0.34% | Reduce -1.8% | 78,796 | $10.1M |
| First National Trust Co | 0.34% | Add +5.3% | 78,349 | $10.0M |
| Legacy Edge Advisors, LLC | 1.05% | Add +0.0% | 78,200 | $10.0M |
| Cerity Partners LLC | 0.01% | Add +9.4% | 77,383 | $9.9M |
| First Horizon Corp. | 0.41% | Add +23.4% | 75,662 | $9.7M |
| Corundum Group, Inc. | 3.23% | Add +10.1% | 75,496 | $9.7M |
| Sterling Capital Management LLC | 0.18% | Add +10.6% | 75,462 | $9.7M |
| MidFirst Bank | 0.78% | Reduce -2.8% | 73,858 | $9.5M |
| Janney Montgomery Scott LLC | 0.02% | Reduce -6.9% | 73,153 | $9.4M |
| Summit Trail Advisors, LLC | 0.13% | Add +2458.9% | 72,672 | $9.3M |
| Petra Financial Advisors Inc. | 5.72% | Add +1.9% | 72,101 | $9.2M |
| Sentinel Advisory Group, LLC | 4.21% | — | 67,385 | $8.6M |
| Private Wealth Asset Management, LLC | 0.92% | Add +8.9% | 67,296 | $8.6M |
| Stock Yards Bank & Trust Co. | 0.27% | Add +3.6% | 67,103 | $8.6M |
| First Merchants Corp. | 0.32% | Reduce -3.2% | 66,500 | $8.5M |
| First Foundation Advisors | 0.34% | Add +1.4% | 66,154 | $8.5M |
| Conning Inc. | 0.29% | Add +33.8% | 65,605 | $8.4M |
| KMG Fiduciary Partners, LLC | 0.62% | Add +2.3% | 65,119 | $8.3M |
| Crescent Grove Advisors, LLC | 0.78% | Add +0.0% | 61,335 | $7.9M |
| Summit Wealth Group LLC / Co. | 0.82% | Add +160.9% | 60,730 | $7.8M |
| Stevens Capital Partners | 1.85% | Add +1.9% | 60,109 | $7.7M |
| Sterling Manor Financial, LLC | 4.71% | Add +1.4% | 58,718 | $7.5M |
| Clear Harbor Asset Management, LLC | 0.52% | Reduce -1.1% | 58,582 | $7.5M |
| UMB Bank, n.a. | 0.10% | Reduce -16.1% | 57,762 | $7.4M |
| GHP Investment Advisors, Inc. | 0.30% | Reduce -1.1% | 57,606 | $7.4M |
| Advisors Capital Management, LLC | 0.09% | Add +18.6% | 56,908 | $7.3M |
| Three Bearings Fiduciary Advisors, Inc. | 7.04% | Add +4.0% | 56,759 | $7.3M |
| Stratos Wealth Partners, LTD. | 0.08% | Reduce -4.4% | 55,450 | $7.1M |
| Mercer Global Advisors Inc. | 0.01% | Add +9.5% | 54,414 | $7.0M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +298.4% | 53,431 | $6.8M |
| Condor Capital Management | 0.57% | Add +4.0% | 53,179 | $6.8M |
| Mainsail Financial Group, LLC | 2.83% | Add +5.3% | 53,108 | $6.8M |
| Cwm, LLC | 0.02% | Reduce -42.2% | 53,061 | $6.8M |
| Powell Investment Advisors, LLC | 2.31% | Add +1.1% | 52,210 | $6.7M |
| Modera Wealth Management, LLC | 0.08% | Reduce -2.5% | 51,091 | $6.5M |
| Flow Traders U.S. LLC | 0.21% | New | 50,529 | $6.5M |
| Susquehanna International Group, LLP | 0.01% | Add +129.6% | 49,735 | $6.4M |
| Clearstead Advisors, LLC | 0.06% | Reduce -3.0% | 49,344 | $6.3M |
| Peapack Gladstone Financial Corp. | 0.08% | Add +1.4% | 49,282 | $6.3M |
| McAdam, LLC | 0.28% | Add +5.8% | 48,495 | $6.2M |
| Farmers Trust Co. | 0.96% | Add +1515.4% | 47,815 | $6.1M |
| Vance Wealth, LLC | 1.76% | Add +2.9% | 47,454 | $6.1M |
| Farther Finance Advisors, LLC | 0.06% | Add +103.2% | 47,041 | $6.1M |
| Fifth Third Securities, Inc. | 0.39% | Add +0.1% | 47,268 | $6.1M |
| Blair William & Co. | 0.02% | Add +5.5% | 46,975 | $6.0M |
| Ticino Wealth | 2.08% | Reduce -7.8% | 39,605 | $6.0M |
| Harbour Investments, Inc. | 0.09% | Add +26.9% | 46,429 | $5.9M |
| GLOBALT Investments LLC / GA | 0.21% | Reduce -87.8% | 46,275 | $5.9M |
| Tocqueville Asset Management L.P. | 0.09% | Reduce -0.8% | 45,558 | $5.8M |
| Bessemer Group Inc. | 0.01% | No change | 45,361 | $5.8M |
| Old National Bancorp | 0.10% | Add +2.6% | 44,996 | $5.8M |
| Fidelis Capital Partners, LLC | 0.41% | Reduce -1.5% | 44,531 | $5.7M |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 0.76% | Reduce -2.9% | 44,241 | $5.7M |
| Kingswood Wealth Advisors, LLC | 0.27% | Add +19.1% | 44,191 | $5.7M |
| USAdvisors Wealth Management, LLC | 1.87% | Add +38.3% | 45,474 | $5.6M |
| rebel Financial LLC | 2.43% | Add +7.2% | 43,760 | $5.6M |
| Hilltop National Bank | 1.33% | Add +0.5% | 43,633 | $5.6M |
| TAGStone Capital, Inc. | 1.97% | Reduce -0.5% | 43,513 | $5.6M |
| Beacon Pointe Advisors, LLC | 0.03% | Add +24.2% | 43,249 | $5.5M |
| Investment Partners, LTD. | 1.96% | Reduce -0.3% | 43,092 | $5.5M |
| Sigma Planning Corp | 0.15% | Add +5.0% | 43,004 | $5.5M |
| Focus Partners Advisor Solutions, LLC | 0.06% | Reduce -17.4% | 42,618 | $5.5M |
| Freestone Capital Holdings, LLC | 0.17% | Reduce -8.5% | 42,392 | $5.4M |
| Thrivent Financial for Lutherans | 0.01% | Add +2.2% | 41,480 | $5.3M |
| Quantinno Capital Management LP | 0.01% | Reduce -0.6% | 41,422 | $5.3M |
| Regions Financial Corp. | 0.03% | Add +7.1% | 41,092 | $5.3M |
| Gladstone Institutional Advisory LLC | 0.19% | Add +8.6% | 40,652 | $5.2M |
| Savant Capital, LLC | 0.02% | Reduce -0.2% | 40,058 | $5.1M |
| Tower Research Capital LLC (TRC) | 0.13% | Add +20816.2% | 39,950 | $5.1M |
| Level Four Advisory Services, LLC | 0.17% | Add +5.6% | 39,438 | $5.1M |
| First National Bank of Omaha | 0.15% | Reduce -1.7% | 39,932 | $5.0M |
| Atlantic Union Bankshares Corp | 0.10% | Add +17.9% | 38,651 | $5.0M |
| Cresset Asset Management, LLC | 0.02% | Add +14.2% | 38,607 | $4.9M |
| Certified Advisory Corp | 0.44% | Add +31.7% | 38,538 | $4.9M |
| Advisory Services Network, LLC | 0.07% | Add +6.8% | 38,510 | $4.9M |
| Weinberger Asset Management, Inc | 1.84% | Add +4.9% | 38,288 | $4.9M |
| Lee Financial Co | 0.68% | Reduce -7.9% | 37,513 | $4.8M |
| Johnson Financial Group, Inc. | 0.17% | Reduce -19.7% | 37,298 | $4.8M |
| SOA Wealth Advisors, LLC. | 0.90% | Reduce -1.3% | 37,244 | $4.8M |
| Coldstream Capital Management Inc. | 0.06% | Reduce -10.9% | 37,237 | $4.8M |
| Acima Private Wealth, LLC | 1.49% | No change | 37,139 | $4.8M |
| Saiph Capital, LLC | 1.80% | Add +1.3% | 37,063 | $4.7M |
| Great Valley Advisor Group, Inc. | 0.09% | Add +2.0% | 37,042 | $4.7M |
| Procyon Advisors, LLC | 0.23% | Add +152.3% | 36,601 | $4.7M |
| Equitable Trust Co. | 0.21% | Add +2.8% | 36,056 | $4.6M |
| Harbor Investment Advisory, LLC | 0.36% | Add +1.0% | 35,598 | $4.6M |
| Capital Group Private Client Services, Inc. | 0.08% | Reduce -18.1% | 35,596 | $4.6M |
| HRT Financial LP | 0.01% | New | 35,287 | $4.5M |
| Eukles Asset Management | 2.00% | Add +15.4% | 35,051 | $4.5M |
| Processus Wealth & Capital Management, LLC | 3.03% | Add +3.5% | 34,867 | $4.5M |
| Widmann Financial Services, Inc. | 2.62% | Add +3.0% | 34,381 | $4.4M |
| Park Avenue Securities LLC | 0.03% | Reduce -51.9% | 33,981 | $4.4M |
| Kintra Wealth, LLC | 0.31% | Add +271.0% | 33,928 | $4.3M |
| Sequent Asset Management, LLC | 2.07% | Reduce -49.6% | 33,835 | $4.3M |
| Beacon Bank & Trust | 0.88% | Reduce -2.1% | 33,469 | $4.3M |
| Arax Advisory Partners | 0.12% | Add +264.6% | 33,395 | $4.3M |
| Burns Matteson Capital Management, LLC | 1.67% | Reduce -4.1% | 33,369 | $4.3M |
| Courier Capital LLC | 0.24% | Add +0.0% | 32,947 | $4.2M |
| Atlas Brown,Inc. | 1.27% | Reduce -1.2% | 32,901 | $4.2M |
| Councilor Wealth, LLC | 2.04% | Reduce -8.8% | 32,838 | $4.2M |
| Arcadia Wealth Management, LLC | 1.52% | Add +9.9% | 32,699 | $4.2M |
| BlackRock, Inc. | 0.00% | Reduce -5.3% | 32,416 | $4.2M |
| Kingsview Wealth Management, LLC | 0.06% | Add +4.0% | 32,294 | $4.1M |
| Merit Financial Group, LLC | 0.03% | Reduce -16.3% | 32,098 | $4.1M |
| T. Rowe Price Associates Inc. | 0.00% | Reduce -0.0% | 32,076 | $4.1M |
| Hofer & Associates. Inc | 2.20% | Add +2.4% | 31,884 | $4.1M |
| Kelsey Financial, LLC | 3.55% | Add +10.1% | 31,682 | $4.1M |
| Jane Street Group, LLC | 0.00% | New | 31,310 | $4.0M |
| LWM Advisors Inc. | 3.45% | Reduce -5.5% | 30,999 | $4.0M |
| Citigroup Inc. | 0.00% | Reduce -46.8% | 30,823 | $3.9M |
| Vision Capital Management, Inc. | 0.49% | Reduce -0.6% | 30,582 | $3.9M |
| Ascentis Independent Advisors | 0.29% | Add +77.0% | 29,877 | $3.8M |
| Lloyd Advisory Services, LLC. | 1.09% | Add +4117.1% | 29,815 | $3.8M |
| Kingdom Financial Group LLC. | 1.09% | Add +33.7% | 29,815 | $3.8M |
| Brady Martz Wealth Solutions, LLC | 0.64% | Reduce -22.5% | 29,214 | $3.7M |
| MV Capital Management, Inc. | 0.36% | Add +4.8% | 28,855 | $3.7M |
| Auour Investments LLC | 1.16% | Add +6.7% | 28,676 | $3.7M |
| HM Payson & Co. | 0.05% | Add +0.4% | 28,597 | $3.7M |
| Financial Engines Advisors L.L.C. | 0.01% | Reduce -1.8% | 28,553 | $3.7M |
| ARK & TLK Investments, LLC | 0.98% | No change | 28,196 | $3.6M |
| Essex Financial Services, Inc. | 0.20% | Add +1.0% | 27,481 | $3.5M |
| Consolidated Investment Group LLC | 0.38% | Add +134.6% | 27,450 | $3.5M |
| Arkadios Wealth Advisors | 0.06% | Reduce -3.2% | 27,256 | $3.5M |
| B. Riley Wealth Advisors, Inc. | 0.23% | Reduce -5.0% | 28,177 | $3.5M |
| Eagle Strategies LLC | 0.42% | Add +8.1% | 27,121 | $3.5M |
| Robertson Stephens Wealth Management, LLC | 0.10% | Reduce -0.8% | 27,019 | $3.5M |
| Tennessee Valley Asset Management Partners | 0.46% | Reduce -2.2% | 26,885 | $3.4M |
| Beam Wealth Advisors, Inc. | 0.86% | Add +21.9% | 26,842 | $3.4M |
| One Capital Management, LLC | 0.09% | Reduce -79.0% | 26,601 | $3.4M |
| Mathes Company, Inc. | 1.25% | No change | 26,603 | $3.4M |
| IHT Wealth Management, LLC | 0.08% | Reduce -60.2% | 26,390 | $3.4M |
| Wesbanco Bank Inc. | 0.09% | Reduce -0.1% | 26,223 | $3.4M |
| Intergy Private Wealth, LLC | 0.98% | Add +4.2% | 26,164 | $3.4M |
| Tolleson Wealth Management, Inc. | 0.49% | Reduce -0.3% | 26,101 | $3.3M |
| Stone Wealth Partners | 3.00% | Add +7.5% | 26,036 | $3.3M |
| Choreo, LLC | 0.04% | Add +3.4% | 25,629 | $3.3M |
| United Capital Financial Advisors, LLC | 0.02% | Reduce -16.0% | 25,472 | $3.3M |
| Glenmede Trust Co. NA | 0.02% | Reduce -0.2% | 25,257 | $3.2M |
| Becker Capital Management Inc. | 0.09% | No change | 25,201 | $3.2M |
| Vanguard National Trust Co | 0.20% | — | 25,061 | $3.2M |
| Thoroughbred Financial Services, LLC | 0.19% | Add +2.4% | 24,616 | $3.2M |
| Avior Wealth Management, LLC | 0.09% | Add +1.1% | 24,383 | $3.1M |
| LifeWealth Investments, LLC | 0.93% | Add +48.8% | 24,191 | $3.1M |
| MSH Capital Advisors LLC | 0.65% | Add +2.9% | 23,952 | $3.1M |
| Glenview Trust Co | 0.05% | Add +0.1% | 23,948 | $3.1M |
| Ashton Thomas Private Wealth, LLC | 0.07% | Reduce -5.6% | 23,882 | $3.1M |
| Geneva Capital Management LLC | 0.06% | Reduce -63.9% | 23,359 | $3.0M |
| Equitable Holdings, Inc. | 0.02% | Add +2.8% | 555,162 | $3.0M |
| Nicolet Bankshares Inc. | 0.11% | Add +242.7% | 23,127 | $3.0M |
| Intrepid Financial Planning Group LLC | 1.19% | Reduce -3.4% | 23,026 | $3.0M |
| Financial Partners Group, Inc | 0.35% | Reduce -80.3% | 22,958 | $2.9M |
| Ballew Advisors, Inc | 1.64% | Add +2.4% | 22,157 | $2.9M |
| McKinley Carter Wealth Services, Inc. | 0.17% | Reduce -15.2% | 22,435 | $2.9M |
| Pinnacle Associates Ltd. | 0.04% | No change | 22,398 | $2.9M |
| Ducere Wealth Management LLC | 1.13% | Reduce -0.1% | 22,216 | $2.8M |
| Brighton Jones LLC | 0.06% | New | 22,207 | $2.8M |
| Allspring Global Investments Holdings, LLC | 0.00% | Reduce -30.7% | 22,090 | $2.8M |
| AQR Capital Management | 0.00% | Add +20.3% | 21,956 | $2.8M |
| Lowery Thomas, LLC | 1.57% | Reduce -0.3% | 21,454 | $2.7M |
| Paragon Financial Partners, Inc. | 1.55% | Add +7.7% | 20,359 | $2.7M |
| Pointe Capital Management LLC | 1.35% | Add +6.3% | 21,292 | $2.7M |
| Meridian Wealth Management, LLC | 0.10% | Reduce -47.2% | 21,264 | $2.7M |
| Farmers & Merchants Trust Co of Chambersburg PA | 0.74% | Add +30.7% | 21,236 | $2.7M |
| Veridan Wealth LLC | 1.02% | Reduce -1.1% | 21,143 | $2.7M |
| Sequoia Financial Advisors, LLC | 0.02% | Add +7.0% | 21,080 | $2.7M |
| JPL Wealth Management, LLC | 0.62% | Reduce -2.1% | 20,936 | $2.7M |
| Rwa Wealth Partners, LLC | 0.03% | Reduce -6.3% | 20,738 | $2.7M |
| Parallel Advisors, LLC | 0.05% | Reduce -1.4% | 20,108 | $2.6M |
| MCF Advisors LLC | 0.11% | Add +1.8% | 19,992 | $2.6M |
| Howard Bailey Securities, LLC | 1.05% | Add +26.3% | 19,922 | $2.6M |
| Broadleaf Partners, LLC | 0.59% | Add +6.4% | 19,819 | $2.5M |
| Mutual Advisors, LLC | 0.05% | Reduce -12.6% | 19,735 | $2.5M |
| Element Wealth, LLC | 1.02% | Reduce -15.2% | 19,190 | $2.5M |
| Proactive Wealth Strategies LLC | 0.46% | Add +96.5% | 19,042 | $2.4M |
| Wealthfront Advisers LLC | 0.01% | Add +7.7% | 19,018 | $2.4M |
| Alliancebernstein L.P. | 0.00% | Reduce -1.4% | 17,672 | $2.4M |
| HMS Capital Management, LLC | 0.93% | Reduce -42.3% | 18,848 | $2.4M |
| TD Private Client Wealth LLC | 0.05% | Reduce -61.5% | 18,838 | $2.4M |
| Naviter Wealth, LLC | 0.30% | No change | 18,819 | $2.4M |
| Rathbones Group PLC | 0.01% | Add +2.8% | 18,555 | $2.4M |
| Dominguez Wealth Management Solutions, Inc. | 1.43% | Add +6.7% | 18,385 | $2.4M |
| Wealth Management Nebraska | 0.24% | Reduce -7.8% | 18,310 | $2.3M |
| Sierra Capital LLC | 0.25% | Add +0.0% | 18,145 | $2.3M |
| CreativeOne Wealth, LLC | 0.05% | Reduce -58.9% | 17,901 | $2.3M |
| Horst & Graben Wealth Management LLC | 0.31% | Add +1.1% | 16,599 | $2.3M |
| Simplicity Wealth,LLC | 0.13% | Add +10.0% | 17,530 | $2.2M |
| Evergreen Capital Management LLC | 0.05% | Add +12.2% | 17,390 | $2.2M |
| Concurrent Investment Advisors, LLC | 0.02% | Add +6.0% | 17,388 | $2.2M |
| Amarillo National Bank | 0.39% | No change | 17,370 | $2.2M |
| Independent Advisor Alliance | 0.02% | Add +401.7% | 17,365 | $2.2M |
| Post Resch Tallon Group Inc. | 1.80% | Add +1.0% | 17,154 | $2.2M |
| Allegheny Financial Group | 0.30% | Add +3.3% | 17,172 | $2.2M |
| Brown Brothers Harriman & Co. | 0.01% | Reduce -0.1% | 17,004 | $2.2M |
| Builder Investment Group Inc. | 0.47% | No change | 16,911 | $2.2M |
| Geneos Wealth Management Inc. | 0.05% | No change | 16,597 | $2.1M |
| Nwam LLC | 0.12% | Reduce -0.0% | 16,540 | $2.1M |
| Insight 2811, Inc. | 0.92% | Add +0.7% | 16,488 | $2.1M |
| Nvest Financial, LLC | 0.79% | Add +2.7% | 16,456 | $2.1M |
| Bleakley Financial Group, LLC | 0.03% | Reduce -29.6% | 16,447 | $2.1M |
| First National Bank Sioux Falls | 0.56% | No change | 15,290 | $2.1M |
| Shakespeare Wealth Management, LLC | 0.49% | Reduce -1.1% | 16,014 | $2.1M |
| Castleark Management LLC | 0.07% | No change | 16,000 | $2.0M |
| Silvercrest Asset Management Group LLC | 0.01% | Reduce -0.3% | 15,966 | $2.0M |
| Total Clarity Wealth Management, Inc. | 0.48% | Reduce -4.0% | 15,942 | $2.0M |
| Kanawha Capital Management LLC | 0.14% | Reduce -0.6% | 15,724 | $2.0M |
| Betterment LLC | 0.00% | Add +34.5% | 15,475 | $2.0M |
| Claro Advisors Inc. | 0.23% | Reduce -0.4% | 15,225 | $2.0M |
| Peloton Wealth Strategists | 0.80% | New | 14,972 | $1.9M |
| Global Strategic Investment Solutions, LLC | 0.19% | Add +0.0% | 14,943 | $1.9M |
| MWA Asset Management | 1.04% | Add +1.2% | 14,837 | $1.9M |
| Bryn Mawr Trust Advisors, LLC | 0.09% | Add +190.4% | 14,812 | $1.9M |
| Atria Investments, Inc | 0.02% | Reduce -41.0% | 14,790 | $1.9M |
| Western Wealth Management, LLC | 0.07% | Reduce -42.0% | 14,772 | $1.9M |
| Fifth Third Wealth Advisors LLC | 0.06% | Add +21.7% | 14,757 | $1.9M |
| Oppenheimer Asset Management Inc. | 0.02% | Reduce -64.8% | 14,596 | $1.9M |
| Serenity Investment Advisors | 0.87% | Reduce -5.6% | 13,320 | $1.9M |
| Pilgrim Partners Asia Pte Ltd | 0.78% | Add +5.1% | 14,450 | $1.9M |
| Prospera Financial Services Inc | 0.03% | Reduce -49.1% | 14,427 | $1.8M |
| Nadler Financial Group, Inc. | 0.18% | Reduce -17.1% | 14,414 | $1.8M |
| Cary Street Partners Financial LLC | 0.05% | Reduce -0.2% | 14,413 | $1.8M |
| United Advisor Group, LLC | 0.23% | Add +20.0% | 14,387 | $1.8M |
| Laurel Oak Wealth Management, LLC | 0.31% | Reduce -36.1% | 14,286 | $1.8M |
| TIAA Wealth Investment Management LLC | 0.01% | — | 14,774 | $1.8M |
| Cooper Financial Group | 0.18% | Reduce -1.5% | 14,263 | $1.8M |
| Valeo Financial Advisors, LLC | 0.04% | Reduce -0.0% | 14,160 | $1.8M |
| Northeast Planning Associates, Inc. / NH / | 1.21% | Add +2.9% | 14,110 | $1.8M |
| Rehmann Capital Advisory Group | 0.09% | Reduce -4.3% | 14,094 | $1.8M |
| Brookstone Capital Management | 0.02% | Reduce -5.6% | 14,054 | $1.8M |
| Ieq Capital, LLC | 0.01% | Add +1.2% | 13,802 | $1.8M |
| Allstreet Capital Advisors LLC | 1.30% | Add +12.8% | 13,679 | $1.8M |
| Independent Financial Group, LLC | 0.04% | Add +0.0% | 13,556 | $1.7M |
| Bradley Foster & Sargent Inc. | 0.03% | Reduce -2.4% | 13,519 | $1.7M |
| Tradition Wealth Management, LLC | 0.12% | No change | 13,498 | $1.7M |
| Navigation Group, LLC | 0.40% | — | 13,414 | $1.7M |
| TBH Global Asset Management, LLC | 0.35% | New | 13,404 | $1.7M |
| Trust Point Inc. | 0.15% | Reduce -0.1% | 13,399 | $1.7M |
| Chicago Partners Investment Group LLC | 0.04% | Add +1.0% | 12,446 | $1.7M |
| Alesco Advisors, LLC, An ESL Co | 0.04% | Reduce -2.9% | 13,015 | $1.7M |
| Wilmington Savings Fund Society, FSB | 0.04% | Add +59.1% | 13,012 | $1.7M |
| American Wealth Advisors, LLC | 1.73% | Reduce -3.6% | 12,983 | $1.7M |
| BTC Capital Management, Inc. | 0.11% | Reduce -2.7% | 12,946 | $1.7M |
| Cordgrass Capital Advisors, LLC | 0.39% | No change | 12,910 | $1.7M |
| IFC Advisors LLC | 0.24% | Reduce -9.0% | 12,900 | $1.7M |
| Fund Evaluation Group, LLC | 0.05% | New | 12,852 | $1.6M |
| Capital Squared Financial LLC | 1.24% | Reduce -0.5% | 12,648 | $1.6M |
| Composition Wealth, LLC | 0.02% | Reduce -4.9% | 12,454 | $1.6M |
| Ameritas Advisory Services, LLC | 0.06% | Reduce -3.9% | 12,386 | $1.6M |
| Global Trust Wealth Management LLC | 1.20% | Reduce -16.7% | 12,335 | $1.6M |
| Rossmore Private Capital | 0.14% | No change | 12,312 | $1.6M |
| Highland Capital Management, LLC | 0.08% | Reduce -1.6% | 12,297 | $1.6M |
| D.A. Davidson & Co. | 0.01% | Reduce -1.7% | 12,241 | $1.6M |
| Sage Financial Group Inc. | 0.10% | Reduce -0.8% | 12,234 | $1.6M |
| Ritter Daniher Financial Advisory LLC / DE | 0.26% | Reduce -2.3% | 12,025 | $1.5M |
| Compound Planning, Inc. | 0.05% | Add +247.4% | 12,010 | $1.5M |
| Golden State Wealth Management, LLC | 0.17% | No change | 11,917 | $1.5M |
| Willner & Heller, LLC | 1.13% | Add +1.8% | 11,810 | $1.5M |
| Assetmark, Inc. | 0.00% | Add +43.7% | 11,808 | $1.5M |
| Luts & Greenleigh Group, Inc. | 1.19% | Add +4.3% | 11,762 | $1.5M |
| Perennial Investment Advisors, LLC | 0.12% | Add +0.0% | 11,728 | $1.5M |
| Financial Freedom, LLC | 0.75% | Add +0.0% | 11,719 | $1.5M |
| Venture Visionary Partners LLC | 0.05% | Add +0.3% | 11,692 | $1.5M |
| Clearbridge Investments, LLC | 0.00% | Reduce -87.3% | 11,690 | $1.5M |
| Next Capital Management LLC | 0.45% | Add +26.0% | 11,643 | $1.5M |
| Clarion Wealth Managment Partners, LLC | 1.35% | Reduce -1.2% | 11,639 | $1.5M |
| Neuberger Berman Group LLC | 0.00% | Reduce -33.6% | 11,474 | $1.5M |
| Mission Wealth Management, LP | 0.03% | Add +5.7% | 11,408 | $1.5M |
| Integrated Wealth Concepts LLC | 0.01% | Add +11.7% | 11,384 | $1.5M |
| BLB&B Advisors, LLC | 0.06% | Add +1.3% | 11,358 | $1.5M |
| Clearstead Trust, LLC | 0.24% | No change | 11,329 | $1.5M |
| Friday Financial | 0.50% | No change | 11,291 | $1.4M |
| Wealthcare Advisory Partners LLC | 0.03% | Add +11.1% | 11,239 | $1.4M |
| Spire Wealth Management | 0.05% | Reduce -23.6% | 11,205 | $1.4M |
| Private Trust Co. NA | 0.13% | Reduce -16.5% | 11,172 | $1.4M |
| Fiduciary Trust Co | 0.02% | Add +1.6% | 11,155 | $1.4M |
| Cornerstone Financial Management LLC | 1.30% | Add +2.6% | 11,086 | $1.4M |
| Mgo One Seven LLC | 0.03% | Add +0.2% | 11,061 | $1.4M |
| FAS Wealth Partners, Inc. | 0.09% | Reduce -0.9% | 11,044 | $1.4M |
| Whittier Trust Co. of Nevada Inc. | 0.03% | No change | 10,876 | $1.4M |
| New Age Alpha Advisors, LLC | 0.07% | Reduce -34.8% | 11,005 | $1.4M |
| Ancora Advisors LLC | 0.03% | No change | 10,881 | $1.4M |
| One Day In July LLC | 0.11% | Add +1.9% | 10,842 | $1.4M |
| Key Capital Management, INC | 0.91% | Add +150.1% | 10,730 | $1.4M |
| Prime Capital Investment Advisors, LLC | 0.02% | Reduce -3.0% | 10,712 | $1.4M |
| Dynamic Financial Group | 1.12% | Add +7.3% | 10,694 | $1.4M |
| OneDigital Investment Advisors LLC | 0.01% | Add +93.3% | 10,686 | $1.4M |
| Glass Jacobson Investment Advisors llc | 0.47% | No change | 10,685 | $1.4M |
| Franklin Resources Inc. | 0.00% | Reduce -6.8% | 10,608 | $1.4M |
| Whittier Trust Co. | 0.02% | Reduce -0.5% | 10,277 | $1.3M |
| James J. Burns & Company, LLC | 0.18% | Reduce -2.2% | 10,403 | $1.3M |
| Sax Wealth Advisors, LLC | 0.06% | No change | 9,709 | $1.3M |
| Vertrix Wealth Management, LLC | 0.49% | — | 10,293 | $1.3M |
| Eldridge Investment Advisors, Inc. | 0.29% | Reduce -2.4% | 10,293 | $1.3M |
| Huntington National Bank | 0.01% | New | 10,257 | $1.3M |
| Taylor & Morgan Wealth Management, LLC | 0.75% | Reduce -2.1% | 10,245 | $1.3M |
| Stegner Investment Associates Inc. | 0.72% | Add +61.5% | 10,236 | $1.3M |
| Strategic Blueprint, LLC | 0.08% | Add +114.9% | 10,212 | $1.3M |
| Foundations Investment Advisors, LLC | 0.02% | Add +1.6% | 10,179 | $1.3M |
| Asempa Wealth Advisors | 1.13% | Add +18.4% | 10,068 | $1.3M |
| HBK Sorce Advisory LLC | 0.03% | Add +113.1% | 9,423 | $1.3M |
| Twin Focus Capital Partners, LLC | 0.15% | No change | 10,083 | $1.3M |
| Cranbrook Wealth Management, LLC | 0.26% | No change | 10,035 | $1.3M |
| Belpointe Asset Management LLC | 0.05% | Reduce -0.9% | 10,022 | $1.3M |
| Dynamic Advisor Solutions LLC | 0.04% | Reduce -6.2% | 9,917 | $1.3M |
| Phillip James Consulting Co. | 0.96% | New | 3,412 | $1.3M |
| CENTRAL TRUST Co | 0.02% | Add +2.0% | 9,840 | $1.3M |
| HB Wealth Management, LLC | 0.01% | Reduce -0.1% | 9,772 | $1.3M |
| Integrity Alliance, Llc. | 0.05% | Reduce -45.1% | 9,755 | $1.2M |
| Walsh & Associates, LLC | 1.23% | No change | 9,661 | $1.2M |
| Fort Washington Investment Advisors Inc. | 0.01% | Reduce -0.5% | 9,658 | $1.2M |
| Aspiriant, LLC | 0.04% | Reduce -30.1% | 9,618 | $1.2M |
| DRW Securities, LLC | 0.07% | New | 9,524 | $1.2M |
| PGIM Custom Harvest LLC | 0.02% | Reduce -0.6% | 9,468 | $1.2M |
| AlTi Global, Inc. | 0.03% | No change | 9,445 | $1.2M |
| Transcend Capital Advisors, LLC | 0.10% | Add +11.8% | 9,431 | $1.2M |
| Victory Financial Group, LLC | 0.15% | Add +29.6% | 9,398 | $1.2M |
| Lanark Financial, Inc. | 0.09% | Add +4.0% | 9,391 | $1.2M |
| GTS Securities LLC | 0.04% | New | 9,390 | $1.2M |
| BHK Investment Advisors, LLC | 0.40% | Reduce -0.5% | 9,301 | $1.2M |
| Lifelong Wealth Advisors, Inc. | 0.32% | Reduce -19.4% | 9,297 | $1.2M |
| Moneco Advisors, LLC | 0.09% | Add +8.6% | 9,294 | $1.2M |
| Arcadia Investment Management Corp. | 0.20% | No change | 9,275 | $1.2M |
| Reynders McVeigh Capital Management, LLC | 0.06% | No change | 9,250 | $1.2M |
| Duncan Williams Asset Management, LLC | 0.33% | Reduce -1.4% | 9,232 | $1.2M |
| PACK Private Wealth, LLC | 0.53% | No change | 9,031 | $1.2M |
| Evoke Wealth, LLC | 0.02% | Add +0.0% | 8,943 | $1.1M |
| Parkside Financial Bank & Trust | 0.09% | Add +36.6% | 8,912 | $1.1M |
| Tsfg, LLC | 0.17% | Add +0.7% | 8,845 | $1.1M |
| Holland Advisory Services, Inc. | 1.51% | Add +0.0% | 8,825 | $1.1M |
| Matters Capital LLC | 1.00% | Add +0.2% | 8,793 | $1.1M |
| Wealthedge Investment Advisors, LLC | 0.41% | Reduce -56.9% | 8,779 | $1.1M |
| Orin Green Financial, LLC | 0.46% | Add +0.9% | 8,767 | $1.1M |
| Brooklyn Investment Group | 0.03% | Add +26.6% | 8,672 | $1.1M |
| Jacobs Equity LLC | 0.99% | Add +2.8% | 7,928 | $1.1M |
| Wealth Management Partners, LLC | 0.31% | Reduce -1.6% | 8,563 | $1.1M |
| Vise Technologies, Inc. | 0.02% | No change | 7,933 | $1.1M |
| Fulton Bank, N.A. | 0.04% | Add +13.1% | 8,446 | $1.1M |
| Smith Salley Wealth Management | 0.05% | Add +0.1% | 8,431 | $1.1M |
| Brickley Wealth Management | 0.18% | Reduce -0.7% | 8,330 | $1.1M |
| National Philanthropic Trust | 0.01% | No change | 8,324 | $1.1M |
| Westfield Capital Management Co. LP | 0.00% | Reduce -54.6% | 8,299 | $1.1M |
| Essential Investment Partners LLC | 0.98% | Add +5.4% | 8,285 | $1.1M |
| Greenline Wealth Management LLC | 1.22% | Reduce -24.2% | 8,278 | $1.1M |
| Apollon Wealth Management, LLC | 0.02% | Reduce -21.4% | 8,241 | $1.1M |
| 1ST Source Bank | 0.05% | Reduce -38.5% | 8,184 | $1.0M |
| World Investment Advisors | 0.02% | Add +0.5% | 8,165 | $1.0M |
| Legacy Capital Wealth Partners, LLC | 0.21% | Add +15.1% | 8,138 | $1.0M |
| Principal Securities, Inc. | 0.02% | Reduce -0.2% | 8,123 | $1.0M |
| BCS Wealth Management | 0.21% | Reduce -50.0% | 8,092 | $1.0M |
| Nations Financial Group Inc, /Ia/ | 0.05% | Add +0.5% | 8,081 | $1.0M |
| GFS Advisors, LLC | 0.07% | No change | 8,000 | $1.0M |
| Aft, Forsyth & Company, Inc. | 0.48% | No change | 7,997 | $1.0M |
| Stonebridge Capital Advisors LLC | 0.07% | Reduce -11.2% | 7,974 | $1.0M |
| Callan Family Office, LLC | 0.02% | Reduce -4.4% | 7,892 | $1.0M |
| Bearing Point Capital, LLC | 0.16% | No change | 7,887 | $1.0M |
| Garrison Point Advisors, LLC | 0.46% | No change | 7,858 | $1.0M |
| Rebalance, LLC | 0.06% | Add +0.1% | 7,852 | $1.0M |
| Valued Retirements, Inc. | 0.98% | Reduce -7.0% | 7,816 | $1.0M |
| Choate Investment Advisors | 0.02% | No change | 7,760 | $994K |
| Park National Corp. | 0.03% | New | 7,745 | $992K |
| True Link Financial Advisors, LLC | 0.06% | Reduce -4.4% | 7,740 | $992K |
| Canandaigua National Trust Co of Florida | 0.79% | Add +10.8% | 7,707 | $987K |
| Alpine Bank Wealth Management | 0.14% | No change | 7,640 | $979K |
| Harbour Capital Advisors, LLC | 0.19% | No change | 7,105 | $972K |
| WealthPlan Investment Management, LLC | 0.05% | Add +61.6% | 7,517 | $963K |
| Gryphon Financial Partners LLC | 0.10% | Add +9.9% | 7,509 | $962K |
| Key Financial Inc | 0.17% | No change | 7,505 | $962K |
| Atticus Wealth Management, LLC | 0.26% | Reduce -3.0% | 7,486 | $959K |
| QRG Capital Management, Inc. | 0.01% | Add +42.9% | 7,420 | $951K |
| Sound View Wealth Advisors Group, LLC | 0.06% | Reduce -0.1% | 7,416 | $950K |
| Brand Asset Management Group, Inc. | 0.24% | New | 7,354 | $942K |
| Stage Harbor Financial, LLC | 0.62% | Add +93.0% | 7,315 | $937K |
| Cahaba Wealth Management, Inc. | 0.06% | Reduce -1.8% | 7,257 | $930K |
| Bedel Financial Consulting, Inc. | 0.11% | Reduce -2.7% | 7,189 | $921K |
| Roberts Financial Services LLC | 0.29% | Reduce -18.9% | 7,160 | $917K |
| Ipswich Investment Management Co., Inc. | 0.22% | New | 7,150 | $916K |
| Visionary Wealth Advisors | 0.04% | Add +10.9% | 7,103 | $910K |
| Revolve Wealth Partners, LLC | 0.12% | Reduce -0.1% | 7,040 | $902K |
| Delta Capital Management LLC | 0.50% | No change | 7,000 | $897K |
| Biondo Investment Advisors, LLC | 0.11% | Reduce -67.9% | 6,987 | $895K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +23.9% | 6,986 | $895K |
| Linscomb Wealth, Inc. | 0.04% | Reduce -1.3% | 6,949 | $890K |
| Lee, Kelleher & Klein Wealth Management | 0.52% | No change | 6,885 | $882K |
| American Trust | 0.08% | Reduce -1.3% | 6,848 | $877K |
| Fortis Capital Advisors, LLC | 0.11% | Reduce -1.3% | 6,810 | $873K |
| DAVENPORT & Co LLC | 0.00% | Add +4.8% | 6,779 | $869K |
| Signature Estate & Investment Advisors LLC | 0.02% | Add +0.8% | 6,766 | $867K |
| Clearwave Capital, LLC | 0.59% | Add +2.5% | 6,686 | $857K |
| Strategic Financial Concepts, LLC | 0.21% | New | 6,682 | $856K |
| Appleton Partners Inc. | 0.06% | No change | 6,672 | $855K |
| Signaturefd, LLC | 0.01% | Add +0.1% | 6,635 | $850K |
| Affiance Financial, LLC | 0.14% | Reduce -7.7% | 6,631 | $850K |
| Annex Advisory Services, LLC | 0.02% | Add +2.1% | 6,605 | $846K |
| Garden State Investment Advisory Services LLC | 0.20% | Add +0.0% | 6,558 | $840K |
| Sowell Financial Services LLC | 0.03% | Reduce -90.0% | 6,460 | $828K |
| Sunbelt Securities, Inc. | 0.05% | Add +50.2% | 6,441 | $825K |
| Princeton Global Asset Management LLC | 0.13% | Reduce -1.9% | 6,423 | $823K |
| Stonebridge Financial Planning Group, LLC | 0.30% | Add +1.3% | 6,379 | $817K |
| Keel Point, LLC | 0.05% | Reduce -28.6% | 6,327 | $811K |
| Legacy Bridge, LLC | 0.31% | Add +0.1% | 6,317 | $809K |
| Wedgewood Investors Inc. | 0.92% | Reduce -2.2% | 6,273 | $804K |
| Oarsman Capital, Inc. | 0.10% | Reduce -18.4% | 6,273 | $804K |
| Greenwood Gearhart LLC | 0.04% | New | 6,272 | $804K |
| Granville Capital, Inc. | 0.42% | No change | 6,250 | $801K |
| Wise Wealth Partners | 1.08% | Reduce -1.3% | 6,211 | $796K |
| Davis R M Inc. | 0.01% | Reduce -0.2% | 6,161 | $789K |
| Bayban | 0.69% | No change | 6,156 | $789K |
| Corsair Capital Management, L.P. | 0.12% | New | 7,833 | $788K |
| Round Rock Advisors LLC | 0.12% | Add +0.0% | 6,150 | $788K |
| Financial Alternatives, Inc | 0.42% | No change | 6,140 | $787K |
| Richardson Capital Management LLC | 0.38% | No change | 6,137 | $786K |
| Plancorp, LLC | 0.02% | Add +2.3% | 6,015 | $784K |
| Pettyjohn, Wood & White, Inc. | 0.12% | No change | 6,074 | $778K |
| First United Bank & Trust | 0.25% | Reduce -0.2% | 6,048 | $775K |
| LMCG Investments, LLC | 0.05% | Reduce -17.3% | 6,016 | $771K |
| Octavia Wealth Advisors, LLC | 0.07% | Reduce -0.6% | 6,012 | $770K |
| Saxon Interests, Inc. | 0.27% | Reduce -46.6% | 6,008 | $770K |
| Viewpoint Capital Management LLC | 0.36% | No change | 6,000 | $769K |
| Pathway Financial Advisors LLC | 0.10% | No change | 5,950 | $769K |
| Midwest Capital Advisors, LLC | 0.36% | Reduce -0.5% | 5,962 | $764K |
| Cornerstone Planning Group LLC | 0.10% | Add +1436.4% | 5,485 | $754K |
| Twin Peaks Wealth Advisors, LLC | 0.19% | Add +3.5% | 5,883 | $754K |
| RVW Wealth, LLC | 0.06% | Add +0.1% | 5,870 | $752K |
| Capital Square, LLC | 0.35% | Reduce -32.7% | 5,512 | $750K |
| Greenleaf Trust | 0.01% | Reduce -0.4% | 5,852 | $750K |
| Leavell Investment Management, Inc. | 0.03% | No change | 5,841 | $748K |
| Associated Banc-Corp | 0.02% | No change | 5,819 | $746K |
| Ellerson Group Inc. | 0.49% | No change | 5,814 | $745K |
| Gateway Wealth Partners, LLC | 0.03% | Add +100.3% | 5,784 | $741K |
| Investmark Advisory Group LLC | 0.31% | Add +6.1% | 5,725 | $734K |
| NTV Asset Management LLC | 0.08% | No change | 5,705 | $731K |
| Cornerstone Wealth Management, LLC | 0.04% | Reduce -0.1% | 5,641 | $723K |
| NBT Bank, N.A. | 0.05% | Add +2.5% | 5,545 | $710K |
| Savvy Advisors, Inc. | 0.02% | Add +9.6% | 5,535 | $709K |
| Rockland Trust Co. | 0.03% | Add +3.4% | 5,490 | $703K |
| Decker Wealth Management LLC | 0.16% | No change | 5,452 | $699K |
| Rockwood Wealth Management, LLC | 0.05% | No change | 5,451 | $698K |
| Allen Investment Management, LLC | 0.01% | No change | 5,439 | $697K |
| Flagship Private Wealth, LLC | 0.28% | Reduce -0.3% | 5,379 | $689K |
| Global Wealth Strategies & Associates | 0.17% | Add +0.2% | 5,318 | $681K |
| Magnus Financial Group LLC | 0.06% | Reduce -11.2% | 5,305 | $680K |
| Red Tortoise LLC | 0.28% | Reduce -0.4% | 5,290 | $678K |
| Pure Financial Advisors, LLC | 0.01% | Reduce -1.0% | 5,280 | $676K |
| Olistico Wealth, LLC | 0.33% | Reduce -12.0% | 5,241 | $672K |
| B.O.S.S. Retirement Advisors, LLC | 0.20% | Add +133.2% | 5,239 | $671K |
| Ballentine Partners, LLC | 0.01% | Add +0.6% | 5,233 | $670K |
| Ruggaard & Associates LLC | 0.26% | No change | 5,200 | $666K |
| Meridian Management Co. | 0.17% | No change | 5,200 | $666K |
| Clark Capital Management Group, Inc. | 0.00% | Reduce -0.8% | 5,179 | $664K |
| Gilbert & Cook, Inc. | 0.09% | No change | 5,142 | $659K |
| Essex Bank | 0.15% | No change | 5,128 | $657K |
| DT Investment Partners, LLC | 0.05% | Add +141.2% | 5,124 | $656K |
| Sharkey, Howes & Javer | 0.09% | No change | 5,103 | $654K |
| White Knight Strategic Wealth Advisors, LLC | 0.55% | Reduce -1.1% | 5,096 | $653K |
| L. Roy Papp & Associates, LLP | 0.08% | No change | 5,093 | $653K |
| UNIVEST FINANCIAL Corp | 0.04% | Add +0.0% | 5,071 | $650K |
| Bensler, LLC | 0.07% | No change | 5,068 | $649K |
| October Effect Ltd | 0.75% | Add +1.1% | 5,064 | $649K |
| Hancock Whitney Corp. | 0.01% | Add +28.1% | 4,753 | $648K |
| Valmark Advisers, Inc. | 0.01% | Reduce -1.0% | 5,033 | $645K |
| Owen LaRue, LLC | 0.25% | Reduce -1.3% | 5,024 | $644K |
| Foundation Wealth Management, LLC\PA | 0.23% | No change | 5,017 | $643K |
| Manchester Capital Management LLC | 0.09% | No change | 5,016 | $643K |
| White Pine Capital LLC | 0.17% | No change | 5,012 | $642K |
| First Western Trust Bank | 0.03% | Reduce -2.3% | 4,965 | $636K |
| Bragg Financial Advisors, Inc | 0.02% | Add +0.3% | 4,964 | $636K |
| StoneX Group Inc. | 0.03% | Reduce -63.0% | 4,957 | $635K |
| Bailard, Inc. | 0.01% | No change | 4,929 | $632K |
| WealthCare Investment Partners, LLC | 0.17% | Add +0.9% | 4,811 | $628K |
| Aire Advisors, LLC | 0.11% | Add +0.0% | 4,832 | $619K |
| Providence Capital Advisors, LLC | 0.10% | No change | 4,808 | $616K |
| Renasant Bank | 0.43% | Reduce -24.6% | 4,761 | $610K |
| Financial Sense Advisors, Inc. | 0.14% | Add +7.3% | 4,738 | $607K |
| Retirement Income Solutions, Inc. | 0.10% | No change | 4,725 | $605K |
| Walled Lake Planning & Wealth Management, LLC | 0.18% | Reduce -12.5% | 4,722 | $605K |
| SouthState Bank Corp | 0.03% | Reduce -2.1% | 4,684 | $600K |
| Principle Wealth Partners LLC | 0.03% | No change | 4,670 | $598K |
| Colonial Trust Co / SC | 0.08% | Reduce -0.5% | 4,661 | $597K |
| Advisory Advocates, LLC | 0.60% | No change | 4,610 | $591K |
| Jackson Hole Capital Partners, LLC | 0.10% | No change | 4,608 | $590K |
| Values Added Financial LLC | 0.25% | No change | 4,603 | $590K |
| Uptick Partners, LLC | 0.12% | Reduce -8.8% | 4,595 | $589K |
| Contravisory Investment Management, Inc. | 0.12% | Reduce -10.4% | 4,504 | $577K |
| Elm3 Financial Group, LLC | 0.49% | Reduce -2.6% | 4,488 | $575K |
| Caprock Group, LLC | 0.01% | Add +32.0% | 4,480 | $574K |
| Performa Ltd (US), LLC | 0.13% | Add +0.0% | 4,463 | $572K |
| Voya Investment Management LLC | 0.00% | Reduce -1.4% | 4,438 | $569K |
| Mosaic Family Wealth Partners, LLC | 0.06% | Add +4.4% | 4,438 | $569K |
| Diversify Wealth Management, LLC | 0.01% | New | 4,221 | $563K |
| Legacies Wealth LLC | 0.36% | Reduce -37.8% | 4,375 | $561K |
| Icon Wealth Advisors, LLC | 0.04% | Reduce -0.1% | 4,192 | $559K |
| Y-Intercept (Hong Kong) Ltd | 0.01% | New | 4,346 | $557K |
| National Bank of Canada | 0.00% | Reduce -9.1% | 4,326 | $555K |
| Quadrant Capital Group LLC | 0.02% | No change | 4,314 | $553K |
| CSM Advisors, LLC | 0.01% | Reduce -36.8% | 4,300 | $551K |
| Trail Ridge Investment Advisors, LLC | 0.24% | Reduce -0.7% | 4,264 | $546K |
| Chicago Wealth Management, Inc. | 0.22% | No change | 4,256 | $545K |
| Viawealth, LLC | 0.30% | No change | 4,236 | $543K |
| Topsail Wealth Management, LLC | 0.08% | Reduce -0.3% | 4,220 | $541K |
| RFG Advisory, LLC | 0.01% | Reduce -6.6% | 4,214 | $540K |
| KKM Financial LLC | 0.10% | No change | 3,909 | $535K |
| William Allan Corp | 0.32% | Add +0.0% | 4,176 | $535K |
| Granite Harbor Advisors, Inc. | 0.23% | Reduce -0.5% | 4,171 | $534K |
| Silver Oak Securities, Incorporated | 0.04% | Add +15.1% | 4,160 | $533K |
| Smith, Moore & Co. | 0.04% | Add +3.5% | 4,129 | $529K |
| Werba Rubin Papier Wealth Management | 0.07% | No change | 4,097 | $525K |
| Berkshire Asset Management LLC | 0.02% | No change | 4,096 | $525K |
| Fingerlakes Wealth Management, Inc. | 0.34% | Add +0.0% | 4,040 | $518K |
| Vaughan David Investments LLC | 0.01% | Reduce -2.6% | 4,011 | $514K |
| Legacy Advisors, LLC | 0.06% | Reduce -9.1% | 4,008 | $514K |
| Perigon Wealth Management, LLC | 0.01% | Reduce -5.7% | 4,007 | $513K |
| Baldwin Wealth Partners LLC | 0.04% | No change | 4,000 | $512K |
| Carl P. Sherr & Co., LLC | 0.24% | No change | 3,970 | $509K |
| LexAurum Advisors, LLC | 0.07% | — | 3,952 | $506K |
| Financial Insights, Inc. | 0.16% | Reduce -3.9% | 3,922 | $502K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.01% | Add +0.1% | 3,914 | $501K |
| Cohen Capital Management, Inc. | 0.08% | Add +0.0% | 3,900 | $500K |
| LongView Wealth Management | 0.13% | Add +10.9% | 3,702 | $498K |
| Stratos Wealth Advisors, LLC | 0.03% | Reduce -10.0% | 3,848 | $493K |
| FF Advisors,LLC | 0.20% | No change | 3,620 | $491K |
| Citizens Financial Group Inc. | 0.01% | Reduce -14.9% | 3,819 | $489K |
| Middleton & Co. Inc. | 0.06% | No change | 3,819 | $489K |
| BlueChip Wealth Advisors LLC | 0.21% | Add +2.4% | 3,812 | $488K |
| Skyline Advisors, Inc. | 0.17% | Add +0.1% | 3,809 | $488K |
| Jefferies Financial Group Inc. | 0.01% | Add +29.3% | 3,807 | $488K |
| Prestige Wealth Management Group LLC | 0.10% | Reduce -6.7% | 3,794 | $486K |
| Bison Wealth, LLC | 0.05% | Add +3.6% | 3,560 | $486K |
| NewEdge Wealth, LLC | 0.01% | Reduce -59.0% | 3,734 | $478K |
| Haverford Trust Co | 0.00% | Reduce -3.5% | 3,694 | $473K |
| Founders Financial Securities LLC | 0.03% | Reduce -62.7% | 3,593 | $472K |
| Lodestar Private Asset Management LLC | 0.05% | No change | 3,671 | $470K |
| St. Clair Advisors, LLC | 0.12% | No change | 3,658 | $469K |
| Berman McAleer LLC | 0.06% | No change | 3,649 | $468K |
| Ullmann Wealth Partners Group, LLC | 0.05% | Add +0.0% | 3,632 | $465K |
| City Holding Co. | 0.06% | Reduce -1.8% | 3,601 | $461K |
| Anderson Hoagland & Co. | 0.04% | No change | 3,600 | $461K |
| BlueSky Wealth Advisors, LLC | 0.06% | Reduce -0.8% | 3,584 | $459K |
| Sage Mountain Advisors LLC | 0.03% | No change | 3,564 | $457K |
| Texas Yale Capital Corp. | 0.01% | Reduce -0.8% | 3,561 | $456K |
| Centaurus Financial, Inc. | 0.02% | Add +1.1% | 3,548 | $455K |
| Polaris Investment Advisors, LLC | 0.33% | No change | 3,531 | $452K |
| PFG Investments, LLC | 0.02% | Add +4.8% | 3,520 | $451K |
| Flputnam Investment Management Co. | 0.01% | Add +0.8% | 3,512 | $450K |
| Simon Quick Advisors, LLC | 0.02% | No change | 3,508 | $449K |
| Heritage Wealth Advisors | 0.02% | Reduce -38.1% | 3,500 | $448K |
| Aufman Associates Inc | 0.22% | No change | 3,499 | $448K |
| Evercore Wealth Management, LLC | 0.01% | No change | 3,499 | $448K |
| Stratos Investment Management, LLC | 0.02% | Add +0.0% | 3,496 | $448K |
| Strategies Wealth Advisors, LLC | 0.04% | Add +0.0% | 3,470 | $445K |
| NWF Advisory Services Inc. | 0.05% | Add +6.6% | 3,418 | $438K |
| Focus Financial Network, Inc. | 0.02% | Reduce -8.6% | 3,382 | $433K |
| Burke & Herbert Bank & Trust Co. | 0.12% | No change | 3,377 | $433K |
| Regal Investment Advisors LLC | 0.02% | Add +8.4% | 3,362 | $431K |
| Moss Adams Wealth Advisors LLC | 0.03% | No change | 3,340 | $428K |
| Joseph P. Lucia & Associates, LLC | 0.15% | Add +4.5% | 3,336 | $427K |
| Signal Advisors Wealth, LLC | 0.03% | Reduce -2.4% | 3,330 | $427K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | Add +5.6% | 3,325 | $426K |
| Evolve Private Wealth, LLC | 0.02% | New | 3,304 | $423K |
| Standard Family Office LLC | 0.44% | No change | 3,300 | $423K |
| Finley Financial, LLC | 0.20% | Reduce -14.1% | 3,300 | $423K |
| LJI Wealth Management, LLC | 0.07% | Add +0.9% | 3,276 | $420K |
| Busey Bank | 0.01% | Add +37.9% | 3,272 | $419K |
| R.H. Investment Group, LLC | 0.32% | New | 3,156 | $419K |
| Navigation Wealth Management, Inc. | 1.51% | Add +18.6% | 3,266 | $418K |
| Almanack Investment Partners, LLC. | 0.07% | No change | 3,256 | $417K |
| Invested Advisors | 0.42% | Add +16.9% | 3,252 | $417K |
| Mitchell McLeod Pugh & Williams Inc. | 0.06% | No change | 3,250 | $416K |
| Caldwell Trust Co | 0.04% | No change | 3,248 | $416K |
| D. E. Shaw & Co. | 0.00% | Reduce -35.2% | 3,246 | $416K |
| Partners in Financial Planning | 0.07% | Add +0.0% | 3,205 | $411K |
| Old North State Trust, LLC | 0.24% | No change | 3,166 | $406K |
| Advisory Resource Group | 0.07% | Reduce -2.6% | 3,159 | $405K |
| Orgel Wealth Management, LLC | 0.01% | Add +59.4% | 3,153 | $404K |
| Bourgeon Capital Management LLC | 0.07% | No change | 3,151 | $404K |
| WealthTrust Axiom LLC | 0.10% | No change | 3,142 | $403K |
| Roehl & Yi Investment Advisors, LLC | 0.15% | Reduce -14.1% | 3,142 | $403K |
| FreeGulliver LLC | 0.17% | Add +0.0% | 3,135 | $402K |
| IRON Financial LLC | 0.17% | Reduce -2.3% | 3,114 | $399K |
| Capital Advisors, Ltd. LLC | 0.05% | No change | 3,108 | $398K |
| FWG Investments, LLC. | 0.25% | Add +21.1% | 3,106 | $398K |
| Kovack Advisors, Inc. | 0.02% | Reduce -3.4% | 3,080 | $395K |
| Madison Asset Management, LLC | 0.00% | No change | 3,078 | $394K |
| Wolff Financial Management LLC | 0.09% | Add +0.3% | 3,078 | $394K |
| Bridges Investment Management Inc. | 0.01% | No change | 3,077 | $394K |
| SkyOak Wealth, LLC | 0.07% | No change | 3,072 | $394K |
| XY Planning Network, Inc. | 0.06% | Add +6.3% | 3,023 | $389K |
| Continuum Advisory, LLC | 0.04% | No change | 3,035 | $389K |
| Realta Investment Advisors | 0.13% | Reduce -15.7% | 3,030 | $388K |
| Tritonpoint Wealth, LLC | 0.04% | Add +32.8% | 3,023 | $387K |
| LifePlan Investment Advisors, Inc. | 0.15% | Add +1.1% | 2,998 | $384K |
| Parkshore Wealth Management, Inc. | 0.13% | Add +0.0% | 2,981 | $382K |
| Fiera Capital Corp | 0.00% | Reduce -32.0% | 2,980 | $382K |
| Midland Wealth Advisors, LLC | 0.02% | Reduce -1.6% | 2,966 | $380K |
| Cahill Financial Advisors Inc. | 0.04% | Reduce -18.1% | 2,961 | $379K |
| Cherry Tree Wealth Management, LLC | 0.08% | Reduce -8.0% | 2,958 | $379K |
| Capital Analysts, LLC | 0.01% | Add +43.3% | 2,957 | $379K |
| Madison Wealth Partners, Inc | 0.06% | Add +6.8% | 2,940 | $377K |
| Sage Rhino Capital LLC | 0.07% | No change | 2,924 | $375K |
| BCS Private Wealth Management, Inc. | 0.11% | No change | 2,920 | $374K |
| International Assets Investment Management, LLC | 0.03% | Add +0.4% | 2,897 | $373K |
| Performance Wealth Partners, LLC | 0.01% | Reduce -3.2% | 2,908 | $373K |
| KilterHowling LLC | 0.19% | Add +0.0% | 2,875 | $368K |
| Steph & Co. | 0.10% | Reduce -9.8% | 2,813 | $360K |
| Marin Bay Wealth Advisors, LLC | 0.22% | Reduce -64.4% | 2,809 | $360K |
| AdvisorNet Financial, Inc | 0.02% | Add +0.7% | 2,807 | $360K |
| Grant Private Wealth Management Inc | 0.19% | Reduce -1.8% | 2,804 | $359K |
| OneAscent Financial Services LLC | 0.02% | Add +1.9% | 2,800 | $359K |
| Capital Advisors Inc. | 0.01% | Reduce -4.6% | 2,795 | $358K |
| Goelzer Investment Management, Inc. | 0.02% | Add +38.3% | 2,790 | $357K |
| Exencial Wealth Advisors, LLC | 0.01% | Add +1.6% | 2,785 | $357K |
| Advisory Alpha, LLC | 0.01% | No change | 2,780 | $356K |
| CCG Wealth Management, LLC | 0.10% | Add +10.7% | 2,780 | $356K |
| Redhawk Wealth Advisors, Inc. | 0.04% | Add +0.0% | 2,776 | $356K |
| Syntegra Private Wealth Group, LLC | 0.03% | No change | 2,766 | $354K |
| GeoWealth Management, LLC | 0.01% | Add +3.0% | 2,756 | $353K |
| Texas Capital Bank Wealth Management Services Inc | 0.02% | Reduce -8.2% | 2,755 | $353K |
| Paladin Partners, LLC | 0.25% | Add +28.9% | 2,720 | $348K |
| Trilogy Capital Inc. | 0.02% | Reduce -3.3% | 2,718 | $348K |
| CRA Financial Services, LLC | 0.05% | Add +10.8% | 2,713 | $348K |
| GC Wealth Management RIA, LLC | 0.01% | No change | 2,710 | $347K |
| Kelman-Lazarov, Inc. | 0.05% | No change | 2,698 | $346K |
| Elevated Capital Advisors, LLC | 0.09% | No change | 2,686 | $344K |
| BCGM Wealth Management, LLC | 0.09% | No change | 2,684 | $344K |
| Bogart Wealth, LLC | 0.01% | Add +30.9% | 2,683 | $344K |
| MLG Wealth Management DBA Pine Grove Financial Group | 0.04% | Add +1.6% | 2,676 | $343K |
| Mason & Associates, LLC | 0.08% | Reduce -0.3% | 2,675 | $343K |
| Joel Isaacson & Co., LLC | 0.01% | Add +0.0% | 2,669 | $342K |
| Buckhead Capital Management LLC | 0.13% | Reduce -5.3% | 2,661 | $341K |
| Easterly Investment Partners LLC | 0.03% | No change | 2,660 | $341K |
| Argent Advisors, Inc. | 0.09% | No change | 2,650 | $340K |
| Aspen Investment Management Inc | 0.10% | No change | 2,638 | $338K |
| Wealth Enhancement Trust Services, Inc. | 0.04% | No change | 2,636 | $338K |
| Sbe LLC Dba Cedar Cove Wealth Partners | 0.18% | No change | 2,635 | $338K |
| Cibc World Market Inc. | 0.00% | Add +28.6% | 2,632 | $337K |
| American Financial & Tax Strategies Inc. | 0.16% | No change | 2,630 | $337K |
| Florida Trust Wealth Management Co | 0.01% | Add +1.3% | 2,626 | $336K |
| Wealth Care LLC | 0.30% | — | 2,620 | $336K |
| Wealth Alliance, LLC | 0.03% | Reduce -62.9% | 2,614 | $335K |
| Livet Wealth, LLC | 0.21% | Reduce -51.2% | 2,600 | $333K |
| Smith Chas P & Associates Pa Cpas | 0.02% | No change | 2,600 | $333K |
| Independence Bank of Kentucky | 0.04% | Add +6.3% | 2,597 | $333K |
| Flagstar Securities, Inc. | 0.12% | Reduce -1.0% | 2,590 | $332K |
| Cascade Financial Partners, LLC | 0.03% | Reduce -2.7% | 2,580 | $331K |
| Ironwood Investment Counsel, LLC | 0.05% | Reduce -20.3% | 2,575 | $330K |
| Paladin Advisory Group, LLC | 0.25% | Reduce -7.8% | 2,574 | $330K |
| Blue Trust, Inc. | 0.00% | Reduce -20.5% | 2,573 | $330K |
| Mayflower Financial Advisors, LLC | 0.04% | No change | 2,564 | $329K |
| White Lighthouse Investment Management Inc. | 0.05% | Reduce -26.1% | 2,557 | $328K |
| Breakwater Capital Group | 0.04% | Add +1.8% | 2,556 | $327K |
| Signature Equity Partners, LLC | 0.18% | Add +12.2% | 2,554 | $327K |
| TrueWealth Advisors, LLC | 0.08% | No change | 2,552 | $327K |
| Tassel Capital Management, Inc. | 0.18% | Reduce -14.4% | 2,547 | $326K |
| Steelhead Wealth Management LLC | 0.17% | — | 2,549 | $326K |
| Pacific Sun Financial Corp | 0.16% | Add +5.0% | 2,538 | $325K |
| First Financial Corp. | 0.13% | No change | 2,520 | $323K |
| Stonebridge Financial Group, LLC / MO | 0.27% | Add +1.0% | 2,518 | $323K |
| Amplius Wealth Advisors, LLC | 0.03% | Add +12.4% | 2,516 | $322K |
| Baring Financial LLC | 0.20% | No change | 2,502 | $321K |
| Norden Group LLC | 0.03% | Add +1.5% | 2,502 | $321K |
| PDS Planning, Inc | 0.02% | Add +0.0% | 2,501 | $320K |
| Thryve Wealth Management LLC | 0.21% | Reduce -4.8% | 2,489 | $319K |
| Wealth Science Advisors LLC | 0.18% | No change | 2,326 | $319K |
| GLR Partners, LLC | 0.17% | — | 2,482 | $318K |
| Capital Investment Counsel, LLC | 0.04% | Reduce -89.4% | 2,482 | $318K |
| Radnor Capital Management, LLC | 0.05% | No change | 2,479 | $318K |
| United Capital Management of KS, Inc. | 0.05% | Reduce -97.6% | 2,476 | $317K |
| Journey Strategic Wealth LLC | 0.01% | Reduce -5.7% | 2,472 | $317K |
| Vista Capital Partners, Inc. | 0.03% | Reduce -4.2% | 2,468 | $316K |
| Quest 10 Wealth Builders, Inc. | 0.28% | Add +31.0% | 2,459 | $315K |
| Guidance Capital, Inc. | 0.07% | New | 2,282 | $314K |
| Fortune Financial Advisors, LLC | 0.16% | Add +1.7% | 2,436 | $312K |
| Apella Capital, LLC | 0.00% | New | 2,260 | $311K |
| Pioneer Trust Bank N A | 0.07% | No change | 2,400 | $307K |
| Ewa, LLC | 0.07% | Reduce -0.1% | 2,393 | $307K |
| L.K. Benson & Company, P.C. | 0.10% | Reduce -15.1% | 2,392 | $306K |
| Abacus Planning Group, Inc. | 0.04% | Reduce -2.3% | 2,383 | $305K |
| Compass Capital Management, Inc. | 0.02% | Reduce -20.9% | 2,376 | $304K |
| Naples Global Advisors, LLC | 0.02% | No change | 2,370 | $304K |
| Lazard Asset Management LLC | 0.00% | No change | 2,365 | $303K |
| Prosperity Planning, Inc. | 0.11% | No change | 2,361 | $303K |
| Towercrest Capital Management | 0.05% | No change | 2,360 | $302K |
| SeaCrest Wealth Management, LLC | 0.03% | No change | 2,356 | $302K |
| Daybright Advisory Services, Inc. | 0.08% | Reduce -10.5% | 2,352 | $301K |
| LRI Investments, LLC | 0.03% | No change | 2,350 | $301K |
| New England Private Wealth Advisors LLC | 0.03% | Reduce -9.4% | 2,350 | $301K |
| Global Wealth Management Investment Advisory, Inc. | 0.05% | Add +20.9% | 2,340 | $300K |
| Signet Financial Management, LLC | 0.03% | No change | 2,340 | $300K |
| FDx Advisors, Inc. | 0.10% | Reduce -2.8% | 2,332 | $299K |
| WealthShield Partners, LLC | 0.03% | No change | 2,320 | $297K |
| Kendall Capital Management | 0.06% | No change | 2,318 | $297K |
| Meramec Financial Planners, LLC | 0.12% | No change | 2,136 | $296K |
| Verdence Capital Advisors LLC | 0.02% | Reduce -1.8% | 2,308 | $296K |
| Trust Co. of Toledo NA | 0.03% | No change | 2,280 | $292K |
| Fonville Wealth Management LLC | 0.06% | New | 2,272 | $291K |
| Armor Investment Advisors, LLC | 0.10% | No change | 2,265 | $290K |
| Piedmont Capital Management, LLC | 0.15% | Reduce -96.1% | 2,229 | $289K |
| Monarch Capital Management Inc. | 0.07% | No change | 2,256 | $289K |
| Forum Financial Management, LP | 0.00% | Add +33.4% | 2,256 | $289K |
| Monetary Management Group Inc. | 0.07% | No change | 2,250 | $288K |
| Moors & Cabot, Inc. | 0.01% | Add +30.3% | 2,250 | $288K |
| Nova Wealth Management, Inc. | 0.19% | Reduce -1.0% | 2,249 | $288K |
| Elwood & Goetz Wealth Advisory Group, LLC | 0.05% | Add +6.7% | 2,248 | $288K |
| Grove Bank & Trust | 0.03% | No change | 2,246 | $288K |
| HFG Advisors, Inc. | 0.20% | Reduce -8.0% | 2,245 | $288K |
| Retirement Planning Group, LLC | 0.01% | Add +18.3% | 2,234 | $286K |
| Financial Perspectives, Inc | 0.08% | No change | 2,227 | $285K |
| BostonPremier Wealth LLC | 0.15% | Reduce -0.6% | 2,217 | $284K |
| Accelerate Investment Advisors LLC | 0.19% | No change | 2,207 | $283K |
| Stiles Financial Services Inc | 0.09% | No change | 2,200 | $282K |
| Yardley Wealth Management LLC | 0.14% | No change | 2,200 | $282K |
| McDonald Partners LLC | 0.07% | No change | 2,200 | $282K |
| Stephen J. Garry & Associates, LLC | 0.23% | No change | 2,187 | $280K |
| Cornerstone Wealth Group, LLC | 0.02% | New | 2,025 | $278K |
| EverSource Wealth Advisors, LLC | 0.01% | Add +0.3% | 2,157 | $276K |
| Alliance Wealth Management Group | 0.06% | No change | 2,156 | $276K |
| Sterling Investment Counsel, LLC | 0.08% | Reduce -20.1% | 2,153 | $276K |
| Diversified Portfolios, Inc. | 0.02% | No change | 2,148 | $275K |
| Wedbush Securities Inc. | 0.01% | Reduce -72.5% | 2,136 | $274K |
| Sagespring Wealth Partners, LLC | 0.01% | Add +3.9% | 2,138 | $274K |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 0.09% | Reduce -1.5% | 2,015 | $274K |
| Eubel Brady & Suttman Asset Management Inc. | 0.03% | No change | 2,120 | $272K |
| Transcendent Capital Group LLC | 0.12% | Add +0.8% | 2,121 | $272K |
| Cypress Wealth Services, LLC | 0.04% | No change | 2,116 | $271K |
| Brady Family Wealth, LLC | 0.08% | No change | 2,115 | $271K |
| Arbor Investment Advisors, LLC | 0.04% | No change | 2,102 | $269K |
| Empower Advisory Group, LLC | 0.00% | Reduce -30.4% | 2,099 | $269K |
| Triad Wealth Partners, LLC | 0.02% | New | 2,094 | $268K |
| Xcelsior Advisor Partners LLC | 0.10% | Add +36.5% | 2,077 | $266K |
| Garde Capital, Inc. | 0.02% | No change | 2,074 | $266K |
| EFG International AG | 0.01% | No change | 2,072 | $265K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -4.6% | 2,071 | $265K |
| KPP Advisory Services LLC | 0.04% | No change | 2,066 | $265K |
| YHB Investment Advisors, Inc. | 0.02% | No change | 2,064 | $264K |
| Horizon Investments, LLC | 0.00% | Add +80.4% | 2,062 | $264K |
| LCNB Corp. | 0.09% | No change | 2,060 | $264K |
| Rothschild Capital Partners, LLC | 0.06% | Reduce -9.2% | 2,056 | $263K |
| Snider Financial Group | 0.08% | Reduce -30.6% | 2,055 | $263K |
| Federated Hermes, Inc. | 0.00% | Reduce -6.8% | 2,055 | $263K |
| Cozad Asset Management Inc. | 0.02% | No change | 2,053 | $263K |
| Align Financial, LLC | 0.15% | Reduce -99.3% | 2,050 | $263K |
| Portland Global Advisors LLC | 0.03% | No change | 2,026 | $260K |
| Mill Capital Management, LLC | 0.02% | No change | 2,020 | $259K |
| Montz Harcus Wealth Management LLC | 0.10% | Add +0.1% | 2,018 | $259K |
| Rockbridge Investment Management, LCC | 0.02% | Reduce -5.9% | 2,013 | $258K |
| Lewis Asset Management, LLC | 0.11% | Reduce -0.7% | 2,007 | $257K |
| Jim Saulnier & Associates, LLC | 0.12% | Reduce -3.2% | 1,982 | $254K |
| Foundation Wealth Management, LLC | 0.17% | No change | 1,981 | $254K |
| Summit Wealth Partners, LLC | 0.04% | New | 1,948 | $250K |
| Ritholtz Wealth Management | 0.00% | New | 1,942 | $249K |
| Gen-Wealth Partners Inc | 0.08% | Add +0.1% | 1,940 | $249K |
| Scotia Capital Inc. | 0.00% | No change | 1,940 | $249K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.00% | New | 1,935 | $248K |
| Daymark Wealth Partners, LLC | 0.01% | Add +2.9% | 1,933 | $248K |
| Tanager Wealth Management LLP | 0.02% | Add +8.8% | 1,924 | $247K |
| Phoenix Financial Ltd. | 0.00% | Reduce -96.0% | 1,908 | $244K |
| Oxbow Advisors, LLC | 0.02% | Reduce -36.6% | 1,907 | $244K |
| AlphaCore Capital LLC | 0.01% | Add +2.9% | 1,904 | $244K |
| Csenge Advisory Group | 0.01% | Reduce -18.9% | 1,899 | $243K |
| Fayez Sarofim & Co | 0.00% | No change | 1,896 | $243K |
| Elevation Wealth Management LLC | 0.22% | Add +18.4% | 1,893 | $243K |
| Creative Financial Designs Inc. | 0.01% | Add +61.1% | 1,886 | $242K |
| Cora Capital Advisors LLC | 0.08% | Add +8.1% | 1,880 | $241K |
| Flagship Harbor Advisors, LLC | 0.01% | Reduce -1.0% | 1,870 | $240K |
| Roman Butler Fullerton & Co. | 0.07% | No change | 1,798 | $239K |
| Windsor Capital Management, LLC | 0.07% | Add +0.1% | 1,859 | $238K |
| West Michigan Advisors, LLC | 0.05% | Add +0.7% | 1,853 | $237K |
| Pps&v Asset Management Consultants, Inc. | 0.14% | No change | 1,852 | $237K |
| Hazlett, Burt & Watson, Inc. | 0.07% | No change | 1,835 | $235K |
| Insight Advisors, LLC/ PA | 0.04% | Reduce -1.1% | 1,831 | $235K |
| Philadelphia Trust Co. | 0.02% | No change | 1,826 | $234K |
| SmartHarvest Portfolios, LLC | 0.10% | New | 1,824 | $234K |
| Shira Ridge Wealth Management | 0.09% | No change | 1,822 | $233K |
| Patten Group, Inc. | 0.04% | Reduce -18.7% | 1,822 | $233K |
| Hollencrest Capital Management | 0.01% | Reduce -6.0% | 1,812 | $232K |
| Diversified Trust Co. | 0.00% | Reduce -28.8% | 1,808 | $232K |
| New England Professional Planning Group Inc. | 0.10% | No change | 1,778 | $228K |
| Wedmont Private Capital | 0.01% | No change | 1,716 | $228K |
| Avestar Capital, LLC | 0.02% | Add +8.2% | 1,770 | $227K |
| Kirtland Hills Capital Management, LLC | 0.07% | No change | 1,658 | $226K |
| Centerpoint Advisory Group | 0.17% | No change | 1,767 | $226K |
| Qube Research & Technologies Ltd | 0.00% | Add +2048.8% | 1,762 | $226K |
| HighPoint Advisor Group LLC | 0.01% | New | 1,753 | $225K |
| Two Sigma Securities, LLC | 0.03% | New | 1,750 | $224K |
| Sigma Investment Counselors Inc. | 0.01% | No change | 1,741 | $223K |
| Clayton Financial Group LLC | 0.11% | No change | 1,735 | $222K |
| First Hawaiian Bank | 0.03% | No change | 1,734 | $222K |
| Parsons Capital Management Inc. | 0.01% | No change | 1,724 | $221K |
| Bar Harbor Wealth Management | 0.01% | No change | 1,720 | $220K |
| Matrix Private Capital Group LLC | 0.11% | No change | 1,704 | $218K |
| Crux Wealth Advisors | 0.08% | Add +0.1% | 1,693 | $217K |
| Kingstone Capital Partners Texas, LLC | 0.13% | No change | 1,689 | $216K |
| Henrickson Nauta Wealth Advisors, Inc. | 0.06% | Reduce -50.0% | 1,683 | $216K |
| Institute for Wealth Management, LLC. | 0.02% | No change | 1,679 | $215K |
| First Trust Advisors LP | 0.00% | No change | 1,679 | $215K |
| Private Advisory Group LLC | 0.01% | New | 1,677 | $215K |
| Acropolis Investment Management, LLC | 0.01% | No change | 1,675 | $215K |
| Salem Investment Counselors Inc. | 0.01% | No change | 1,670 | $214K |
| Foguth Wealth Management, LLC. | 0.02% | New | 1,496 | $214K |
| Kestra Investment Management, LLC | 0.00% | New | 1,665 | $213K |
| Evanson Asset Management, LLC | 0.01% | No change | 1,662 | $213K |
| Trivant Custom Portfolio Group, LLC | 0.12% | No change | 1,660 | $213K |
| Decision Investments, Inc. | 0.24% | No change | 1,652 | $212K |
| Oakworth Capital, Inc. | 0.01% | No change | 1,642 | $210K |
| TCV Trust & Wealth Management, Inc. | 0.02% | No change | 1,637 | $210K |
| Mason & Associates Inc | 0.04% | No change | 1,685 | $208K |
| Leo Wealth, LLC | 0.02% | Reduce -0.4% | 1,619 | $207K |
| Chesley Taft & Associates LLC | 0.01% | No change | 1,616 | $207K |
| Fisher Asset Management | 0.00% | Reduce -19.7% | 1,614 | $207K |
| TCP Asset Management, LLC | 0.03% | Add +3.4% | 1,608 | $206K |
| TrustBank | 0.08% | No change | 1,600 | $205K |
| Maridea Wealth Management LLC | 0.03% | Reduce -8.6% | 1,600 | $205K |
| First Nebraska Trust Co | 0.02% | No change | 1,600 | $205K |
| Mascagni Wealth Management, Inc. | 0.15% | No change | 1,594 | $204K |
| Apeiron RIA LLC | 0.05% | No change | 1,594 | $204K |
| Athena Investment Management | 0.11% | No change | 1,590 | $204K |
| Certuity, LLC | 0.01% | Reduce -66.9% | 1,584 | $203K |
| Carrera Capital Advisors | 0.03% | No change | 1,580 | $202K |
| Split Rock Private Trading & Wealth Management, LLC | 0.16% | Add +1.0% | 1,580 | $202K |
| Marino, Stram & Associates LLC | 0.04% | New | 1,573 | $202K |
| Unique Wealth, LLC | 0.03% | No change | 1,571 | $201K |
| Clare Market Investments LLC | 0.04% | — | 1,564 | $200K |
| PFG Advisors | 0.01% | Reduce -18.3% | 1,563 | $200K |
| GW&K Investment Management, LLC | 0.00% | No change | 1,521 | $195K |
| Hendershot Investments Inc. | 0.03% | No change | 1,522 | $195K |
| Noble Wealth Management PBC | 0.10% | Reduce -0.6% | 1,511 | $194K |
| Rhumbline Advisers | 0.00% | Reduce -57.5% | 1,436 | $184K |
| Rossby Financial, LCC | 0.04% | Add +4992.9% | 1,426 | $184K |
| Montag A & Associates Inc. | 0.01% | No change | 1,392 | $178K |
| Duncker Streett & Co. Inc. | 0.03% | Reduce -8.6% | 1,392 | $178K |
| Milestone Investment Advisors LLC | 0.04% | No change | 1,321 | $169K |
| Decker Retirement Planning Inc. | 0.08% | Add +27.4% | 1,296 | $166K |
| Hills Bank & Trust Co | 0.01% | Reduce -7.2% | 1,283 | $164K |
| N.E.W. Advisory Services LLC | 0.01% | No change | 1,228 | $157K |
| Basepoint Wealth LLC | 0.09% | Add +0.1% | 1,213 | $155K |
| Smithfield Trust Co | 0.01% | No change | 1,197 | $153K |
| Trifecta Capital Advisors, LLC | 0.02% | No change | 1,146 | $147K |
| BOK Financial Private Wealth, Inc. | 0.01% | No change | 1,146 | $147K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | No change | 1,122 | $146K |
| Atlantic Edge Private Wealth Management, LLC | 0.04% | No change | 1,140 | $146K |
| Eastern Bank | 0.00% | Reduce -22.9% | 1,139 | $146K |
| Centennial Bank | 0.05% | Reduce -39.8% | 1,134 | $145K |
| Dorato Capital Management | 0.11% | No change | 1,078 | $143K |
| Pension & Wealth Management Advisors, Inc. | 0.04% | No change | 1,114 | $143K |
| Arcadia Investment Advisors LLC | 0.07% | No change | 1,105 | $142K |
| Biltmore Family Office, LLC | 0.02% | Reduce -8.0% | 1,104 | $141K |
| Vanguard Advisers Inc. | 0.00% | — | 1,038 | $133K |
| Root Financial Partners, LLC | 0.01% | Add +7.0% | 1,035 | $133K |
| Ballast Advisors LLC | 0.04% | No change | 1,032 | $132K |
| Tompkins Financial Corp. | 0.01% | No change | 1,027 | $132K |
| Trust Co | 0.01% | No change | 1,018 | $130K |
| Oxford Financial Group, LTD. LLC | 0.01% | Reduce -81.4% | 1,018 | $130K |
| Evermay Wealth Management LLC | 0.01% | No change | 1,000 | $128K |
| Washington Trust Advisors, Inc. | 0.01% | Add +0.2% | 995 | $127K |
| Private Wealth Management Group, LLC | 0.03% | No change | 982 | $126K |
| Strategic Wealth Advisors LLC | 0.10% | No change | 979 | $125K |
| Edmond DE Rothschild Holding S.A. | 0.00% | No change | 917 | $117K |
| Bare Financial Services, Inc | 0.03% | No change | 910 | $117K |
| TFC Financial Management, Inc. | 0.01% | Add +16.2% | 888 | $114K |
| Salomon & Ludwin, LLC | 0.01% | Reduce -2.8% | 875 | $113K |
| Scarborough Advisors, LLC | 0.01% | New | 852 | $109K |
| REAP Financial Group, LLC | 0.02% | Reduce -4.2% | 850 | $109K |
| Raffa Wealth Management, LLC | 0.02% | No change | 844 | $108K |
| Pinnacle Bancorp, Inc. | 0.03% | No change | 820 | $105K |
| Tucker Asset Management LLC | 0.03% | No change | 816 | $105K |
| Sittner & Nelson, LLC | 0.04% | No change | 800 | $102K |
| Colonial Trust Advisors | 0.01% | No change | 800 | $102K |
| Perkins Coie Trust Co | 0.02% | No change | 797 | $102K |
| Union Savings Bank | 0.04% | No change | 795 | $102K |
| KERR FINANCIAL PLANNING Corp | 0.07% | Add +0.1% | 732 | $98K |
| Mather Group, Llc. | 0.00% | New | 756 | $97K |
| Howe & Rusling Inc. | 0.01% | Reduce -67.8% | 748 | $96K |
| WealthCollab, LLC | 0.04% | No change | 743 | $95K |
| Darwin Wealth Management, LLC | 0.03% | Reduce -4.7% | 724 | $93K |
| Keating Financial Advisory Services, Inc. | 0.01% | Reduce -2.0% | 700 | $90K |
| True Wealth Design, LLC | 0.02% | New | 700 | $90K |
| Ramirez Asset Management, Inc. | 0.01% | Reduce -41.7% | 700 | $90K |
| Knott David M Jr | 0.05% | No change | 695 | $89K |
| North Star Investment Management Corp. | 0.01% | No change | 690 | $88K |
| SYM FINANCIAL Corp | 0.01% | No change | 676 | $87K |
| Hamilton Point Investment Advisors, LLC | 0.01% | No change | 662 | $85K |
| Game Plan Financial Advisors, LLC | 0.04% | No change | 648 | $83K |
| Investors Portfolio Services LLC | 0.08% | No change | 637 | $82K |
| Gleason Group, Inc. | 0.01% | Add +0.2% | 629 | $81K |
| Hanson & Doremus Investment Management | 0.01% | No change | 628 | $80K |
| CoreCap Advisors, LLC | 0.00% | Reduce -0.3% | 613 | $79K |
| Ameriflex Group, Inc. | 0.04% | No change | 606 | $78K |
| Networth Advisors, LLC | 0.05% | Add +22.2% | 599 | $77K |
| Elevation Wealth Partners, LLC | 0.03% | Add +0.2% | 575 | $74K |
| Wellington Grp LLC | 0.02% | New | 574 | $74K |
| Rothschild Investment LLC | 0.00% | Add +372.3% | 562 | $72K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 555 | $71K |
| Archer Investment Corp | 0.01% | No change | 547 | $70K |
| Wolff Wiese Magana LLC | 0.04% | Reduce -5.2% | 529 | $68K |
| Addison Advisors LLC | 0.01% | No change | 526 | $67K |
| Strive Financial Group ,LLC | 0.04% | No change | 514 | $66K |
| Bank of New Hampshire | 0.01% | No change | 512 | $66K |
| Pinney & Scofield, Inc. | 0.04% | No change | 509 | $65K |
| Strategic Advocates LLC | 0.28% | Reduce -96.3% | 502 | $64K |
| Operose Advisors LLC | 0.01% | No change | 496 | $64K |
| Glassman Wealth Services | 0.01% | No change | 494 | $63K |
| Rialto Wealth Management, LLC | 0.01% | Reduce -23.9% | 479 | $61K |
| Pflug Koory, LLC | 0.03% | No change | 475 | $61K |
| Albion Financial Group | 0.00% | No change | 471 | $60K |
| Atwood & Palmer Inc. | 0.00% | No change | 460 | $59K |
| Smartleaf Asset Management LLC | 0.00% | No change | 473 | $58K |
| Mechanics Financial Corp | 0.02% | No change | 456 | $58K |
| Copia Wealth Management | 0.04% | Reduce -53.5% | 451 | $58K |
| Parvin Asset Management, LLC | 0.04% | No change | 445 | $57K |
| Bernard Wealth Management Corp. | 0.02% | No change | 428 | $55K |
| Kimelman & Baird, LLC | 0.00% | No change | 428 | $55K |
| Horizons Wealth Management | 0.04% | No change | 426 | $55K |
| Medallion Wealth Advisors, LLC | 0.02% | No change | 420 | $54K |
| Front Row Advisors LLC | 0.02% | No change | 406 | $52K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 405 | $52K |
| Coston, McIsaac & Partners | 0.01% | No change | 405 | $51K |
| Missouri Trust & Investment Co | 0.01% | No change | 394 | $50K |
| Greykasell Wealth Strategies, Inc. | 0.02% | No change | 385 | $49K |
| Nalls Sherbakoff Group, LLC | 0.04% | No change | 383 | $49K |
| Millstone Evans Group, LLC | 0.03% | No change | 381 | $49K |
| Global Trust Asset Management, LLC | 0.02% | Reduce -5.2% | 364 | $47K |
| Deutsche Bank AG | 0.00% | Reduce -53.6% | 346 | $44K |
| TOWER TRUST & INVESTMENT Co | 0.03% | No change | 342 | $44K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -48.4% | 334 | $43K |
| Pittenger & Anderson Inc. | 0.00% | No change | 320 | $41K |
| Founders Financial Alliance, LLC | 0.01% | New | 308 | $39K |
| CoreFirst Bank & Trust | 0.02% | Reduce -78.2% | 305 | $39K |
| Richardson Financial Services Inc. | 0.02% | No change | 304 | $39K |
| Asset Dedication, LLC | 0.00% | Reduce -14.6% | 287 | $37K |
| Register Financial Advisors LLC | 0.01% | No change | 284 | $36K |
| Adirondack Trust Co. | 0.01% | No change | 282 | $36K |
| City State Bank | 0.01% | No change | 277 | $35K |
| WFA of San Diego, LLC | 0.03% | No change | 275 | $35K |
| Triumph Capital Management | 0.01% | No change | 274 | $35K |
| Sound Income Strategies, LLC | 0.00% | Reduce -14.7% | 272 | $35K |
| Measured Wealth Private Client Group, LLC | 0.01% | No change | 271 | $35K |
| JNBA Financial Advisors | 0.00% | No change | 267 | $34K |
| Your Advocates Ltd., LLP | 0.01% | Add +2866.7% | 267 | $34K |
| Webster Bank, N. A. | 0.00% | No change | 262 | $34K |
| Anfield Capital Management, LLC | 0.01% | No change | 258 | $33K |
| SHP Wealth Management | 0.00% | Reduce -14.8% | 258 | $33K |
| Pin Oak Investment Advisors Inc. | 0.02% | Reduce -62.1% | 259 | $33K |
| Dunhill Financial, LLC | 0.01% | Add +420.8% | 250 | $32K |
| Avion Wealth | 0.01% | No change | 248 | $31K |
| Monetary Solutions, Ltd | 0.03% | No change | 240 | $31K |
| Park Place Capital Corp | 0.01% | Reduce -94.8% | 239 | $31K |
| Plante Moran Financial Advisors, LLC | 0.00% | Add +19.0% | 238 | $30K |
| Ashton Thomas Securities, LLC | 0.00% | New | 236 | $30K |
| Mark Sheptoff Financial Planning, LLC | 0.02% | No change | 217 | $30K |
| Lowe Brockenbrough & Co. Inc. | 0.00% | Reduce -9.8% | 230 | $29K |
| Signature Resources Capital Management, LLC | 0.01% | Add +83.6% | 224 | $29K |
| Evelyn Partners Asset Management Ltd | 0.01% | No change | 224 | $29K |
| Migdal Insurance & Financial Holdings Ltd. | 0.00% | Reduce -45.4% | 224 | $29K |
| Ameliora Wealth Management Ltd. | 0.01% | No change | 200 | $27K |
| Sfam, LLC | 0.02% | No change | 208 | $27K |
| Richard W. Paul & Associates, LLC | 0.01% | No change | 208 | $27K |
| BankPlus Trust Department | 0.01% | No change | 208 | $27K |
| Resources Management Corp. /CT/ | 0.00% | No change | 200 | $26K |
| Hughes Financial Services, LLC | 0.00% | No change | 202 | $26K |
| McIlrath & Eck, LLC | 0.00% | New | 202 | $26K |
| Hilton Head Capital Partners, LLC | 0.01% | No change | 200 | $26K |
| Financial Gravity Asset Management, Inc. | 0.00% | No change | 200 | $26K |
| Beaird Harris Wealth Management, LLC | 0.00% | No change | 198 | $25K |
| CNB Bank | 0.01% | No change | 191 | $24K |
| HighMark Wealth Management LLC | 0.01% | Add +8.5% | 191 | $24K |
| Richards, Merrill & Peterson, Inc. | 0.01% | No change | 186 | $24K |
| Delta Asset Management LLC | 0.00% | No change | 180 | $23K |
| Godsey & Gibb, Inc. | 0.00% | No change | 175 | $22K |
| Mascoma Wealth Management LLC | 0.00% | No change | 168 | $22K |
| MPWM Advisory Solutions, LLC | 0.01% | No change | 167 | $21K |
| Kilter Group LLC | 0.01% | No change | 166 | $21K |
| Investment Counsel Co. of Nevada | 0.05% | No change | 162 | $21K |
| Legend Capital Advisors LLC | 0.01% | New | 162 | $21K |
| Team Financial Group, LLC | 0.01% | No change | 156 | $20K |
| DHJJ Financial Advisors, Ltd. | 0.01% | No change | 156 | $20K |
| Harbor Asset Planning, Inc. | 0.02% | No change | 155 | $20K |
| Riverview Trust Co | 0.02% | No change | 150 | $19K |
| Ankerstar Wealth, LLC | 0.02% | No change | 150 | $19K |
| United Community Bank | 0.01% | No change | 149 | $19K |
| New Republic Capital, LLC | 0.01% | Add +20.3% | 148 | $19K |
| American Capital Advisory, LLC | 0.01% | No change | 143 | $18K |
| Legacy Wealth Managment, LLC | 0.01% | No change | 137 | $18K |
| Capital Investment Advisory Services, LLC | 0.00% | Reduce -41.0% | 135 | $17K |
| Aventura Private Wealth, LLC | 0.01% | Add +80.0% | 135 | $17K |
| Bank & Trust Co | 0.01% | No change | 134 | $17K |
| Syntax Research, Inc. | 0.01% | No change | 125 | $16K |
| Owl Creek Wealth Partners LLC | 0.01% | — | 121 | $16K |
| Strategic Investment Solutions, Inc. | 0.00% | New | 120 | $15K |
| American National Bank & Trust | 0.00% | No change | 120 | $15K |
| SIMA Wealth Partners, LLC | 0.01% | No change | 119 | $15K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | No change | 114 | $15K |
| Mb, Levis & Associates, LLC | 0.01% | No change | 112 | $14K |
| Larson Financial Group LLC | 0.00% | Add +445.0% | 109 | $14K |
| St Germain D J Co. Inc. | 0.00% | No change | 108 | $14K |
| Windsor Advisory Group, LLC | 0.01% | No change | 102 | $13K |
| Caldwell Sutter Capital, Inc. | 0.01% | No change | 102 | $13K |
| one8zero8, LLC | 0.00% | No change | 102 | $13K |
| Burk Holdings LLC | 0.01% | New | 101 | $13K |
| Physician Wealth Advisors, Inc. | 0.00% | No change | 100 | $13K |
| HHM Wealth Advisors, LLC | 0.00% | No change | 100 | $13K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 100 | $13K |
| Peoples Financial Services Corp. | 0.01% | No change | 99 | $13K |
| Abound Wealth Management | 0.00% | Reduce -31.0% | 98 | $13K |
| Redwood Park Advisors LLC | 0.01% | No change | 96 | $12K |
| Strengthening Families & Communities, LLC | 0.00% | New | 96 | $12K |
| Vision Retirement, LLC | 0.00% | No change | 94 | $12K |
| Crews Bank & Trust | 0.00% | No change | 94 | $12K |
| Thompson Investment Management, Inc. | 0.00% | New | 92 | $12K |
| Field & Main Bank | 0.00% | No change | 90 | $12K |
| Indiana Trust & Investment Management Co | 0.00% | No change | 87 | $11K |
| TopTier Wealth Management, LLC | 0.01% | New | 82 | $11K |
| Investors Research Corp | 0.00% | No change | 81 | $10K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | No change | 78 | $10K |
| Insight Inv LLC | 0.01% | Reduce -74.5% | 76 | $10K |
| CFG Wealth Management Services, Inc. | 0.01% | No change | 74 | $9K |
| United Financial Planning Group LLC | 0.01% | No change | 66 | $8K |
| NFSG Corp | 0.00% | No change | 64 | $8K |
| High Note Wealth, LLC | 0.00% | No change | 64 | $8K |
| Strategic Advisory Partners, LLC | 0.01% | New | 62 | $8K |
| Provenance Wealth Advisors, LLC | 0.00% | No change | 60 | $8K |
| Anchor Investment Management, LLC | 0.00% | Reduce -43.3% | 55 | $7K |
| Jackson, Grant Investment Advisers, Inc. | 0.00% | New | 52 | $7K |
| Nemes Rush Group LLC | 0.00% | Reduce -10.5% | 51 | $7K |
| Bullock Wealth Management Group | 0.00% | No change | 50 | $6K |
| First Community Trust NA | 0.00% | No change | 48 | $6K |
| Robinswood Financial LLC | 0.00% | No change | 45 | $6K |
| Reyes Financial Architecture, Inc. | 0.00% | No change | 45 | $6K |
| Barnes Dennig Private Wealth Management LLC | 0.01% | No change | 44 | $6K |
| Transamerica Financial Advisors, LLC | 0.00% | Add +1333.3% | 43 | $6K |
| GGM Financial LLC | 0.00% | Add +48.3% | 43 | $6K |
| Versant Capital Management, Inc | 0.00% | No change | 42 | $5K |
| Wallace Hart LLC | 0.01% | No change | 40 | $5K |
| Bfsg, LLC | 0.00% | Reduce -42.9% | 40 | $5K |
| Strategic Wealth Partners, Ltd. | 0.00% | No change | 40 | $5K |
| Daytona Street Capital LLC | 0.00% | Add +137.5% | 38 | $5K |
| Integrity Financial Corp | 0.00% | Reduce -53.7% | 38 | $5K |
| Chilton Capital Management LLC | 0.00% | New | 36 | $5K |
| Nvwm, LLC | 0.00% | No change | 35 | $5K |
| Synergy Investment Management, LLC | 0.00% | New | 35 | $4K |
| Broadwater Capital Management LLC | 0.00% | No change | 32 | $4K |
| Main Street Group, LTD | 0.00% | New | 31 | $4K |
| Piscataqua Savings Bank | 0.00% | No change | 30 | $4K |
| Rosenberg Matthew Hamilton | 0.00% | No change | 24 | $3K |
| Nvest Wealth Strategies, Inc. | 0.00% | No change | 22 | $3K |
| Lodestone Wealth Management LLC | 0.00% | No change | 14 | $2K |
| Gill Capital Partners, LLC | 0.00% | New | 13 | $2K |
| Rice Partnership, LLC | 0.00% | No change | 13 | $2K |
| Mosley Wealth Management | 0.00% | New | 11 | $2K |
| Merkkuri Wealth Advisors LLC | 0.00% | New | 12 | $2K |
| Orion Capital Management LLC | 0.00% | No change | 11 | $1K |
| Artisan Partners Limited Partnership | 0.00% | New | 11 | $1K |
| Proathlete Wealth Management LLC | 0.00% | No change | 10 | $1K |
| Motco | 0.00% | No change | 6 | $769 |
| Fortis Group Advisors, LLC | 0.00% | No change | 4 | $512 |
"% 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.