iShares Russell Mid-Cap ETFIWRETF
13F holders, Q1 2024 (March 31)1,254holders
3famous investors
$84.07avg. 13F price*
At the end of Q1 2024, 1,254 institutions reported holding iShares Russell Mid-Cap ETF (IWR) in their 13F filings. The largest holders were Bank of America Corp. ($4.9B), Wells Fargo & Company ($2.9B) and Jones Financial Companies LLLP ($2.1B). 3 famous investors held it, including Jeff Smith (0.9% of Starboard Value's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- iShares Russell Mid-Cap ETF
- CUSIP
- 464287499
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 76 | $94.6M |
| Exits | 60 | $72.6M |
Ownership 1,254 holders
| Bank of America Corp. | 0.49% | Reduce -1.8% | 58,519,077 | $4.9B |
| Wells Fargo & Company | 0.76% | Reduce -1.9% | 33,982,320 | $2.9B |
| Jones Financial Companies LLLP | 2.82% | Add +20.7% | 24,631,189 | $2.1B |
| US Bancorp \de | 2.47% | Reduce -0.9% | 21,072,613 | $1.8B |
| PNC Financial Services Group, Inc. | 0.82% | Reduce -2.1% | 14,023,829 | $1.2B |
| Northern Trust Corp. | 0.13% | Reduce -0.7% | 9,031,199 | $759.4M |
| Bank of New York Mellon Corp | 0.13% | Add +3.2% | 7,954,498 | $668.9M |
| Baird Financial Group, Inc. | 1.40% | Add +1.5% | 7,921,533 | $666.1M |
| Morgan Stanley | 0.05% | Add +4.3% | 7,508,624 | $631.4M |
| JPMorgan Chase & Co. | 0.05% | Reduce -1.1% | 6,944,737 | $584.0M |
| UBS Group AG | 0.15% | Add +0.3% | 5,427,567 | $456.4M |
| Tiaa Trust, National Association | 1.28% | Reduce -11.6% | 4,993,527 | $419.9M |
| Ameriprise Financial Inc. | 0.11% | Reduce -2.8% | 4,576,825 | $385.2M |
| Envestnet Asset Management Inc. | 0.14% | Reduce -5.1% | 4,358,254 | $366.5M |
| Envestnet Portfolio Solutions, Inc. | 1.22% | Add +2.7% | 3,868,525 | $325.3M |
| AMG National Trust Bank | 9.27% | Reduce -0.5% | 3,770,895 | $317.1M |
| Truist Financial Corp. | 0.48% | Reduce -0.3% | 3,753,503 | $315.6M |
| Goldman Sachs Group Inc. | 0.06% | Add +4.6% | 3,382,620 | $284.4M |
| LPL Financial LLC | 0.14% | Add +3.3% | 3,046,497 | $256.2M |
| FMR LLC | 0.02% | Reduce -1.4% | 2,788,117 | $234.5M |
| CIBC Private Wealth Group LLC | 0.38% | Reduce -0.3% | 2,313,673 | $193.3M |
| Fifth Third Bancorp | 0.75% | Reduce -1.0% | 2,290,625 | $192.6M |
| Johnson Investment Counsel Inc. | 2.03% | Add +9.1% | 2,221,111 | $186.8M |
| Royal Bank of Canada | 0.04% | Reduce -9.6% | 2,168,766 | $182.4M |
| Pathstone Holdings, LLC | 0.80% | Reduce -0.2% | 2,021,933 | $170.0M |
| Keybank National Association | 0.63% | Reduce -1.9% | 1,821,027 | $153.1M |
| Commerce Bank | 0.93% | Reduce -6.8% | 1,671,615 | $140.6M |
| Mariner, LLC | 0.26% | Add +80.6% | 1,469,204 | $123.5M |
| Raymond James & Associates | 0.08% | Reduce -2.6% | 1,434,762 | $120.6M |
| Cetera Investment Advisers | 0.24% | Add +849.0% | 1,192,772 | $100.3M |
| First Western Trust Bank | 4.55% | Reduce -0.1% | 1,188,974 | $100.0M |
| Commonwealth Equity Services, LLC | 0.16% | Add +0.1% | 1,121,152 | $94.3M |
| Oakworth Capital, Inc. | 6.88% | Add +0.9% | 1,087,043 | $91.4M |
| Glenview Trust Co | 1.93% | Add +5.6% | 1,067,916 | $89.8M |
| Factory Mutual Insurance Co. | 1.01% | Reduce -52.1% | 1,048,700 | $88.2M |
| Synovus Financial Corp. | 1.14% | Reduce -0.3% | 1,046,481 | $88.0M |
| Avantax Advisory Services, Inc. | 0.78% | Reduce -10.1% | 1,043,472 | $87.7M |
| WASHINGTON TRUST Co | 3.12% | Add +1.2% | 1,008,965 | $84.8M |
| Composition Wealth, LLC | 2.13% | Reduce -4.7% | 1,005,019 | $84.5M |
| Northwestern Mutual Wealth Management Co. | 0.08% | Reduce -2.9% | 970,599 | $81.6M |
| JMG Financial Group, Ltd. | 3.04% | Reduce -0.5% | 948,495 | $79.8M |
| Janney Montgomery Scott LLC | 0.23% | Reduce -0.6% | 934,694 | $78.6M |
| Raymond James Financial Services Advisors, Inc. | 0.12% | Reduce -8.4% | 933,106 | $78.5M |
| Bank of Montreal | 0.02% | Add +14.3% | 930,654 | $78.4M |
| Atlantic Union Bankshares Corp | 6.57% | Add +0.1% | 927,193 | $78.0M |
| Gilbert & Cook, Inc. | 10.60% | Reduce -0.2% | 925,114 | $77.8M |
| Albion Financial Group | 5.90% | Reduce -0.6% | 908,384 | $76.4M |
| German American Bancorp, Inc. | 8.35% | Add +5.2% | 825,980 | $69.5M |
| Country Trust Bank | 1.77% | Reduce -1.6% | 810,538 | $68.2M |
| Wealth Enhancement Advisory Services, LLC | 0.17% | Reduce -2.1% | 788,718 | $66.3M |
| Pegasus Partners Ltd. | 6.95% | Reduce -2.8% | 779,386 | $65.5M |
| Citigroup Inc. | 0.07% | Add +715.6% | 746,689 | $62.8M |
| Franklin Resources Inc. | 0.02% | Reduce -1.3% | 720,790 | $60.6M |
| International City Management Association Retirement Corp | 49.34% | No change | 702,067 | $59.0M |
| Millburn Ridgefield LLC | 1.62% | Add +5.0% | 697,781 | $58.7M |
| Catalyst Capital Advisors LLC | 1.41% | Add +5.0% | 697,781 | $58.7M |
| Wilbanks Smith & Thomas Asset Management LLC | 1.54% | Reduce -0.8% | 653,290 | $54.9M |
| Citizens Business Bank | 11.19% | Reduce -0.9% | 638,425 | $53.7M |
| UMB Bank, n.a. | 0.83% | Add +6.3% | 623,867 | $52.5M |
| Badgley Phelps Wealth Managers, LLC | 1.26% | Add +2.0% | 597,795 | $50.3M |
| Cerity Partners LLC | 0.13% | Reduce -25.0% | 596,033 | $50.0M |
| M&T Bank Corp | 0.17% | Reduce -4.9% | 586,482 | $49.3M |
| Creative Planning | 0.05% | Add +1.0% | 570,817 | $48.0M |
| Comerica Bank | 0.20% | Reduce -0.9% | 556,168 | $46.8M |
| Osaic Holdings, Inc. | 0.10% | Reduce -4.1% | 552,341 | $46.5M |
| Rockefeller Capital Management L.P. | 0.13% | Reduce -0.1% | 542,065 | $45.6M |
| Starboard Value | 0.92% | Reduce -8.7% | 525,000 | $44.1M |
| HighTower Advisors, LLC | 0.07% | Reduce -13.0% | 498,028 | $41.9M |
| AE Wealth Management LLC | 0.47% | Reduce -15.9% | 490,875 | $41.3M |
| Cambridge Investment Research Advisors, Inc. | 0.16% | Add +3.5% | 480,908 | $40.4M |
| Stock Yards Bank & Trust Co. | 1.30% | Reduce -0.4% | 465,890 | $39.2M |
| Texas Capital Bank Wealth Management Services Inc | 4.29% | Reduce -25.9% | 464,429 | $39.1M |
| Mesirow Financial Investment Management, Inc. | 0.88% | Add +8.0% | 462,297 | $38.9M |
| Steward Partners Investment Advisory, LLC | 0.42% | Add +0.7% | 457,550 | $38.5M |
| Dakota Wealth Management | 0.90% | Add +1.9% | 428,086 | $36.0M |
| Stephens Inc. | 0.55% | Add +3.0% | 424,020 | $35.7M |
| First Foundation Advisors | 1.42% | Add +5.8% | 421,140 | $35.4M |
| Corient Private Wealth LP | 0.06% | Reduce -0.1% | 419,615 | $35.3M |
| Alerus Financial NA | 2.64% | Reduce -0.9% | 415,562 | $34.9M |
| StoneX Group Inc. | 2.99% | Add +7.7% | 396,451 | $33.3M |
| Natixis Advisors, LLC | 0.07% | Reduce -22.8% | 381,399 | $32.1M |
| Captrust Financial Advisors | 0.11% | Reduce -11.7% | 360,085 | $30.3M |
| Stegner Investment Associates Inc. | 21.39% | Reduce -0.9% | 347,293 | $29.2M |
| Security National Bank | 4.37% | New | 343,196 | $28.9M |
| River Wealth Advisors LLC | 4.19% | Add +5.3% | 342,713 | $28.8M |
| BlackRock Inc. | 0.00% | Reduce -29.1% | 332,210 | $27.9M |
| Thrivent Financial for Lutherans | 0.05% | Reduce -8.6% | 323,549 | $27.2M |
| MAI Capital Management | 0.28% | Add +2.5% | 319,702 | $26.9M |
| D.A. Davidson & Co. | 0.24% | Reduce -2.7% | 315,922 | $26.6M |
| Coldstream Capital Management Inc. | 0.67% | Reduce -0.3% | 314,300 | $26.4M |
| MML Investors Services, LLC | 0.11% | Reduce -4.9% | 309,123 | $26.0M |
| Brown Advisory Inc. | 0.03% | Add +4.4% | 305,649 | $25.7M |
| Coastline Trust Co | 3.05% | Reduce -0.1% | 299,750 | $25.2M |
| Hantz Financial Services, Inc. | 0.48% | Add +12.2% | 294,887 | $24.8M |
| Consolidated Investment Group LLC | 3.91% | No change | 287,160 | $24.1M |
| Focus Partners Wealth | 0.19% | Add +15.7% | 277,931 | $23.4M |
| XML Financial, LLC | 2.37% | Reduce -1.2% | 275,194 | $23.1M |
| Amarillo National Bank | 4.27% | Reduce -0.3% | 271,989 | $22.9M |
| Sigma Investment Counselors Inc. | 1.47% | Reduce -1.9% | 271,311 | $22.8M |
| Diversify Advisory Services, LLC | 1.32% | — | 268,603 | $22.4M |
| Stratos Wealth Partners, LTD. | 0.35% | Reduce -24.1% | 244,956 | $20.6M |
| Miller Investment Management, LP | 2.56% | Add +0.7% | 238,657 | $20.1M |
| Stifel Financial Corp. | 0.02% | Add +0.1% | 232,632 | $19.6M |
| Legacy Advisors, LLC | 2.43% | Reduce -0.9% | 228,489 | $19.2M |
| Regions Financial Corp. | 0.15% | Reduce -0.1% | 228,156 | $19.2M |
| Beacon Pointe Advisors, LLC | 0.21% | Reduce -11.2% | 226,132 | $19.0M |
| Focus Financial Network, Inc. | 0.93% | — | 241,469 | $19.0M |
| Goodwin Investment Advisory | 8.65% | Add +6.6% | 218,212 | $18.3M |
| Bank of Nova Scotia | 0.04% | New | 213,216 | $17.9M |
| Whittier Trust Co. of Nevada Inc. | 0.50% | Reduce -0.0% | 207,699 | $17.5M |
| PFW Advisors LLC | 5.20% | Reduce -4.1% | 202,188 | $17.0M |
| BNP Paribas Financial Markets | 0.02% | Add +9.4% | 195,432 | $16.4M |
| NewEdge Advisors, LLC | 0.14% | Reduce -26.2% | 188,306 | $15.8M |
| Private Advisor Group, LLC | 0.11% | Add +3.3% | 186,467 | $15.7M |
| Woodstock Corp. | 1.60% | Reduce -3.1% | 184,249 | $15.5M |
| Sonata Capital Group Inc. | 7.03% | Reduce -1.0% | 183,764 | $15.5M |
| Bartlett & Co. Wealth Management LLC | 0.24% | Add +7.8% | 182,913 | $15.4M |
| Robertson Stephens Wealth Management, LLC | 0.84% | Add +2.0% | 181,998 | $15.3M |
| Mercer Global Advisors Inc. | 0.04% | Reduce -1.5% | 180,897 | $15.2M |
| First Citizens Bank & Trust Co. | 0.29% | Add +20.3% | 179,445 | $15.1M |
| Prime Capital Investment Advisors, LLC | 0.21% | Add +288.2% | 178,700 | $15.0M |
| Whittier Trust Co. | 0.22% | Add +14.9% | 177,624 | $14.9M |
| Culbertson A N & Co. Inc. | 2.55% | Add +1.2% | 175,514 | $14.8M |
| Bristlecone Advisors, LLC | 1.29% | Add +1.3% | 174,938 | $14.7M |
| Patton Fund Management, Inc. | 2.64% | Reduce -1.3% | 172,829 | $14.5M |
| Avidian Wealth Enterprises, LLC | 0.77% | Add +30.8% | 172,348 | $14.5M |
| Bokf, NA | 0.26% | Reduce -29.3% | 172,681 | $14.4M |
| Strategic Financial Partners, Ltd. | 7.67% | Reduce -7.1% | 164,803 | $13.9M |
| Kestra Advisory Services, LLC | 0.09% | Reduce -50.1% | 163,749 | $13.8M |
| Bradley Foster & Sargent Inc. | 0.24% | Reduce -1.1% | 159,317 | $13.4M |
| Callan Family Office, LLC | 3.14% | Add +5.2% | 159,210 | $13.4M |
| Steph & Co. | 4.51% | Add +0.7% | 155,900 | $13.1M |
| Conning Inc. | 0.45% | Reduce -18.5% | 155,137 | $13.0M |
| CCG Wealth Management, LLC | 7.70% | Add +7.3% | 152,065 | $12.8M |
| Cresset Asset Management, LLC | 0.06% | Add +15.7% | 150,957 | $12.7M |
| Voya Investment Management LLC | 0.01% | Add +1.9% | 150,591 | $12.7M |
| Kayne Anderson Rudnick Investment Management LLC | 0.03% | Reduce -16.9% | 147,659 | $12.4M |
| Washington Trust Bank | 1.17% | Add +1.2% | 146,515 | $12.3M |
| Old National Bancorp | 0.29% | Reduce -3.5% | 142,916 | $12.0M |
| LJI Wealth Management, LLC | 3.08% | Add +5.1% | 141,547 | $11.9M |
| Wealthspire Advisors, LLC | 0.16% | Add +2.0% | 141,201 | $11.9M |
| Bailard, Inc. | 0.32% | Add +0.0% | 137,610 | $11.6M |
| Blair William & Co. | 0.04% | Reduce -5.4% | 136,204 | $11.5M |
| Buckingham Strategic Wealth, LLC | 0.12% | Reduce -1.4% | 135,901 | $11.4M |
| Lido Advisors, LLC | 0.10% | Add +6.7% | 135,055 | $11.4M |
| Fox Financial, Inc | 10.20% | Reduce -0.8% | 133,968 | $11.3M |
| Alliancebernstein L.P. | 0.00% | Add +2.5% | 130,364 | $11.0M |
| Proffitt & Goodson Inc. | 1.89% | Reduce -2.3% | 126,712 | $10.7M |
| Ashton Thomas Private Wealth, LLC | 0.61% | Add +9.7% | 126,707 | $10.7M |
| Sawgrass Asset Management LLC | 1.14% | No change | 124,214 | $10.4M |
| Clearstead Advisors, LLC | 0.51% | Reduce -2.5% | 124,195 | $10.2M |
| Raymond James Trust N.A. | 0.24% | Reduce -1.3% | 118,827 | $10.0M |
| First Horizon Advisors, Inc. | 0.30% | Reduce -8.8% | 117,126 | $9.8M |
| Cwm, LLC | 0.05% | Add +390.1% | 116,732 | $9.8M |
| West Bancorporation Inc. | 6.40% | Reduce -4.4% | 115,838 | $9.7M |
| First National Trust Co | 0.39% | Add +1.6% | 114,225 | $9.6M |
| Moody National Bank Trust Division | 0.75% | Reduce -0.1% | 113,786 | $9.6M |
| Cahill Financial Advisors Inc. | 1.30% | Reduce -5.5% | 113,529 | $9.5M |
| Campion Asset Management | 7.34% | Reduce -1.2% | 112,894 | $9.5M |
| Fifth Third Wealth Advisors LLC | 1.46% | Add +111.5% | 111,670 | $9.4M |
| Moneta Group Investment Advisors LLC | 0.15% | Add +5.6% | 110,852 | $9.3M |
| Haverford Trust Co | 0.10% | Reduce -64.3% | 110,279 | $9.3M |
| Stonegate Investment Group, LLC | 0.29% | No change | 108,315 | $9.1M |
| 9258 Wealth Management, LLC | 1.42% | Add +2.3% | 108,155 | $9.1M |
| Summit Wealth Partners, LLC | 1.94% | Reduce -2.6% | 107,942 | $9.1M |
| Ullmann Wealth Partners Group, LLC | 1.34% | Reduce -7.0% | 107,411 | $9.0M |
| Folger Nolan Fleming Douglas Capital Management, Inc. | 0.91% | Reduce -1.9% | 106,383 | $8.9M |
| Taylor & Morgan Wealth Management, LLC | 6.56% | Add +12.8% | 106,318 | $8.9M |
| Fidelis Capital Partners, LLC | 1.36% | Add +15.4% | 106,155 | $8.9M |
| Glenmede Trust Co. NA | 0.04% | Add +12.9% | 105,684 | $8.9M |
| Trust Point Inc. | 0.69% | Reduce -1.1% | 104,130 | $8.8M |
| Brighton Jones LLC | 0.31% | Add +3.2% | 103,479 | $8.7M |
| NewEdge Wealth, LLC | 0.19% | Add +4.0% | 106,988 | $8.6M |
| Equitable Holdings, Inc. | 0.10% | Reduce -2.1% | 101,255 | $8.5M |
| Copeland Capital Management, LLC | 0.15% | Add +16.7% | 101,081 | $8.5M |
| Moser Wealth Advisors, LLC | 4.71% | Reduce -4.2% | 100,557 | $8.5M |
| Texas Capital Bancshares Inc | 3.73% | Reduce -49.1% | 97,732 | $8.2M |
| B. Riley Wealth Advisors, Inc. | 0.22% | Add +47.5% | 118,009 | $8.2M |
| Citadel Advisors | 0.01% | Add +56.1% | 96,625 | $8.1M |
| Great Lakes Advisors, LLC | 0.07% | Reduce -42.9% | 96,260 | $8.1M |
| Argent Trust Co | 0.36% | Add +48.2% | 94,847 | $8.0M |
| Schneider Downs Wealth Management Advisors, LP | 1.84% | Reduce -7.2% | 94,798 | $8.0M |
| Fulton Bank, N.A. | 0.33% | Reduce -3.1% | 94,444 | $7.9M |
| Lodestar Private Asset Management LLC | 1.13% | Reduce -2.4% | 94,342 | $7.9M |
| Full Sail Capital, LLC | 0.55% | Reduce -0.2% | 94,008 | $7.9M |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -31.2% | 93,627 | $7.9M |
| Diversified Trust Co. | 0.23% | Add +4.1% | 92,246 | $7.8M |
| Simon Quick Advisors, LLC | 0.57% | Add +3.4% | 91,099 | $7.7M |
| ABLE Financial Group, LLC | 3.00% | Reduce -1.9% | 90,777 | $7.6M |
| First Merchants Corp. | 0.56% | Reduce -3.6% | 89,010 | $7.5M |
| Canopy Partners, LLC | 3.65% | Add +23.4% | 88,851 | $7.5M |
| Evoke Wealth, LLC | 0.22% | Add +1284.9% | 88,631 | $7.5M |
| Shelton Wealth Management, LLC | 4.68% | Reduce -13.6% | 88,427 | $7.4M |
| FFT Wealth Management LLC | 0.64% | No change | 88,277 | $7.4M |
| Waterloo Capital, L.P. | 0.93% | Add +76.0% | 86,828 | $7.3M |
| Rossmore Private Capital | 0.95% | Reduce -0.6% | 86,150 | $7.2M |
| NorthRock Partners, LLC | 0.28% | Reduce -26.1% | 85,807 | $7.2M |
| Forte Asset Management LLC | 4.36% | Reduce -1.0% | 85,527 | $7.2M |
| Rwa Wealth Partners, LLC | 0.10% | Add +0.9% | 85,514 | $7.2M |
| Fifth Third Securities, Inc. | 0.69% | Reduce -1.8% | 84,771 | $7.1M |
| Baltimore-Washington Financial Advisors, Inc. | 0.45% | Reduce -3.3% | 83,738 | $7.0M |
| Savant Capital, LLC | 0.08% | Add +0.4% | 83,102 | $7.0M |
| Simplicity Wealth,LLC | 0.16% | New | 82,196 | $6.9M |
| Plan Group Financial, LLC | 4.54% | Add +16.0% | 82,140 | $6.9M |
| Salem Investment Counselors Inc. | 0.22% | Reduce -0.1% | 81,000 | $6.8M |
| Westshore Wealth, LLC | 2.80% | Reduce -2.2% | 79,734 | $6.7M |
| CENTRAL TRUST Co | 0.17% | Reduce -0.3% | 79,725 | $6.7M |
| Ieq Capital, LLC | 0.09% | Reduce -13.2% | 78,166 | $6.6M |
| Three Bridge Wealth Advisors, LLC | 2.55% | Add +8.2% | 76,876 | $6.5M |
| Cornerstone Wealth Group, LLC | 0.59% | New | 75,702 | $6.4M |
| Verdence Capital Advisors LLC | 0.58% | Reduce -22.9% | 75,450 | $6.3M |
| Greenleaf Trust | 0.06% | Add +0.1% | 74,944 | $6.3M |
| Tolleson Wealth Management, Inc. | 1.22% | Reduce -1.2% | 74,150 | $6.2M |
| Tanglewood Legacy Advisors, LLC | 3.07% | Add +3.6% | 74,013 | $6.2M |
| Redhawk Wealth Advisors, Inc. | 1.01% | New | 73,938 | $6.2M |
| Hoxton Planning & Management, LLC | 2.96% | Reduce -0.8% | 73,571 | $6.2M |
| Lincoln National Corp. | 0.10% | Add +3.6% | 72,691 | $6.1M |
| Unique Wealth, LLC | 1.71% | Add +9.9% | 72,018 | $6.1M |
| Bleakley Financial Group, LLC | 0.17% | Add +1.2% | 71,120 | $6.0M |
| Carret Asset Management, LLC | 0.70% | Reduce -0.9% | 70,391 | $5.9M |
| Wilmington Savings Fund Society, FSB | 0.22% | — | 69,352 | $5.8M |
| Independence Bank of Kentucky | 1.74% | Add +10.7% | 69,098 | $5.8M |
| Atria Wealth Solutions, Inc. | 0.07% | Reduce -4.5% | 68,999 | $5.8M |
| Beam Wealth Advisors, Inc. | 3.48% | Reduce -2.5% | 68,924 | $5.8M |
| FDx Advisors, Inc. | 0.86% | Reduce -6.2% | 67,698 | $5.7M |
| FineMark National Bank & Trust | 0.21% | Reduce -2.3% | 67,057 | $5.6M |
| Principal Financial Group Inc. | 0.00% | Reduce -15.4% | 66,564 | $5.6M |
| One Capital Management, LLC | 0.20% | Reduce -56.7% | 65,860 | $5.5M |
| TCV Trust & Wealth Management, Inc. | 0.52% | Reduce -6.6% | 65,069 | $5.5M |
| City Holding Co. | 0.82% | Reduce -0.3% | 64,956 | $5.5M |
| Chesapeake Wealth Management | 1.99% | Reduce -1.9% | 64,749 | $5.4M |
| Nadler Financial Group, Inc. | 0.67% | Add +1.2% | 64,254 | $5.4M |
| Ballentine Partners, LLC | 0.10% | Add +0.0% | 63,847 | $5.4M |
| Cahaba Wealth Management, Inc. | 0.49% | Add +0.2% | 63,811 | $5.4M |
| Sunburst Financial Group, LLC | 1.52% | Reduce -0.5% | 64,117 | $5.4M |
| Susquehanna International Group, LLP | 0.01% | Add +326.3% | 63,535 | $5.3M |
| Essex Financial Services, Inc. | 0.48% | Add +0.7% | 62,296 | $5.2M |
| Modera Wealth Management, LLC | 0.08% | Reduce -0.2% | 62,241 | $5.2M |
| Twin Focus Capital Partners, LLC | 0.97% | No change | 60,881 | $5.1M |
| Wesbanco Bank Inc. | 0.19% | Reduce -0.7% | 60,677 | $5.1M |
| Conservest Capital Advisors, Inc. | 0.52% | Reduce -4.4% | 60,450 | $5.1M |
| Acropolis Investment Management, LLC | 0.33% | Reduce -2.1% | 60,197 | $5.1M |
| Johnson Financial Group, Inc. | 0.27% | Reduce -11.9% | 58,909 | $5.0M |
| Turtle Creek Wealth Advisors, LLC | 1.21% | Add +6.2% | 58,863 | $4.9M |
| CFM Wealth Partners LLC | 0.99% | Reduce -5.1% | 58,617 | $4.9M |
| Goldstone Financial Group, LLC | 1.13% | Add +27.4% | 58,598 | $4.9M |
| Capital Group Private Client Services, Inc. | 0.05% | Reduce -0.6% | 58,371 | $4.9M |
| MV Capital Management, Inc. | 0.55% | Add +1.3% | 56,960 | $4.8M |
| Triumph Capital Management | 1.95% | Reduce -13.6% | 57,279 | $4.8M |
| Sachetta, LLC | 2.27% | No change | 61,437 | $4.8M |
| Sabal Trust CO | 0.28% | No change | 56,342 | $4.7M |
| NTV Asset Management LLC | 0.72% | Add +0.1% | 56,227 | $4.7M |
| New England Private Wealth Advisors LLC | 0.82% | Add +0.3% | 56,007 | $4.7M |
| Sound View Wealth Advisors Group, LLC | 0.49% | Reduce -4.2% | 54,841 | $4.6M |
| Country Club Bank | 0.32% | Add +13.6% | 54,146 | $4.6M |
| Vanguard Group Inc. | 0.00% | Reduce -0.8% | 54,139 | $4.6M |
| Silvercrest Asset Management Group LLC | 0.03% | Add +2.6% | 53,991 | $4.5M |
| Baron Financial Group, LLC | 2.80% | Add +0.1% | 53,922 | $4.5M |
| Curi Capital, LLC | 0.10% | Add +46.5% | 53,459 | $4.5M |
| Financial Engines Advisors L.L.C. | 0.01% | Reduce -12.4% | 53,042 | $4.5M |
| ML & R Wealth Management LLC | 1.02% | No change | 52,828 | $4.4M |
| Knightsbridge Asset Management, LLC | 1.27% | No change | 57,126 | $4.4M |
| Level Four Advisory Services, LLC | 0.24% | No change | 56,402 | $4.4M |
| Fiera Capital Corp | 0.01% | Reduce -1.1% | 52,086 | $4.4M |
| Asset Allocation Strategies LLC | 1.53% | Add +9.3% | 51,369 | $4.3M |
| St. Johns Investment Management Company, LLC | 1.99% | Reduce -6.0% | 49,277 | $4.1M |
| IHT Wealth Management, LLC | 0.17% | Reduce -6.6% | 49,068 | $4.1M |
| Whitegate Investment Counselors, Inc. | 1.16% | Reduce -0.7% | 48,788 | $4.1M |
| Pinnacle Financial Partners Inc | 0.09% | Reduce -4.8% | 48,092 | $4.0M |
| Guardian Wealth Advisors, LLC | 2.59% | Reduce -3.4% | 47,460 | $4.0M |
| Flagstar Securities, Inc. | 1.11% | Add +3.8% | 47,415 | $4.0M |
| Girard Partners LTD. | 0.37% | Reduce -80.2% | 46,942 | $3.9M |
| Paragon Private Wealth Management, LLC | 2.35% | Add +97.3% | 46,926 | $3.9M |
| Bridges Investment Management Inc. | 0.12% | Add +2.1% | 46,361 | $3.9M |
| Integrated Advisors Network LLC | 0.20% | Reduce -0.4% | 46,186 | $3.9M |
| JSF Financial, LLC | 1.21% | Reduce -3.0% | 45,905 | $3.9M |
| Bessemer Group Inc. | 0.01% | Add +69.9% | 45,865 | $3.9M |
| United Capital Financial Advisors, LLC | 0.03% | Reduce -17.6% | 45,681 | $3.8M |
| BTC Capital Management, Inc. | 0.35% | — | 45,586 | $3.8M |
| Principal Securities, Inc. | 0.12% | Reduce -4.1% | 45,277 | $3.8M |
| Sequoia Financial Advisors, LLC | 0.05% | Add +2.3% | 45,160 | $3.8M |
| Mycio Wealth Partners, LLC | 0.95% | Add +4.0% | 44,745 | $3.8M |
| New South Capital Management Inc. | 0.15% | Add +45.0% | 43,750 | $3.7M |
| Davidson Trust Co. | 2.13% | No change | 43,396 | $3.6M |
| TD Private Client Wealth LLC | 0.12% | Reduce -8.9% | 42,855 | $3.6M |
| Summit Financial Group, Inc. | 1.28% | Add +1.0% | 42,793 | $3.6M |
| Smith & Howard Wealth Management, LLC | 1.11% | Reduce -3.2% | 42,656 | $3.6M |
| DT Investment Partners, LLC | 0.36% | Add +0.4% | 42,534 | $3.6M |
| Lanark Financial, Inc. | 0.34% | Reduce -1.1% | 42,462 | $3.6M |
| Choreo, LLC | 0.09% | Add +2.1% | 42,239 | $3.6M |
| Asset Management Group, Inc. | 0.53% | Add +2.6% | 41,564 | $3.5M |
| Aristotle Capital Boston, LLC | 0.11% | Reduce -30.9% | 41,485 | $3.5M |
| Quadrant Capital Group LLC | 0.27% | Reduce -6.4% | 40,996 | $3.4M |
| Fort Point Capital Partners LLC | 0.47% | Reduce -1.7% | 40,978 | $3.4M |
| Carl P. Sherr & Co., LLC | 1.92% | Add +2.1% | 40,511 | $3.4M |
| Spire Wealth Management | 0.06% | Reduce -1.7% | 40,243 | $3.4M |
| Jane Street Group, LLC | 0.00% | Add +356.4% | 40,124 | $3.4M |
| Matrix Asset Advisors Inc. | 0.40% | Add +30.3% | 40,036 | $3.4M |
| Sandy Spring Bank | 0.15% | Reduce -6.3% | 39,943 | $3.4M |
| LPWM LLC | 1.19% | Add +7.0% | 39,627 | $3.2M |
| Prairieview Wealth Partners, LLC | 2.89% | Add +68.4% | 37,891 | $3.2M |
| Nvest Financial, LLC | 2.12% | Add +1.4% | 37,884 | $3.2M |
| Smith Chas P & Associates Pa Cpas | 0.19% | Add +290.4% | 37,592 | $3.2M |
| Prudential Financial Inc. | 0.00% | Add +2.2% | 37,430 | $3.1M |
| Gilman Hill Asset Management, LLC | 0.56% | Reduce -6.5% | 37,415 | $3.1M |
| Integrated Wealth Concepts LLC | 0.05% | Reduce -1.4% | 37,107 | $3.1M |
| HB Wealth Management, LLC | 0.04% | Reduce -5.6% | 37,044 | $3.1M |
| Phillips Financial Management, LLC | 0.25% | No change | 36,830 | $3.1M |
| Highland Capital Management, LLC | 0.18% | Add +0.0% | 36,793 | $3.1M |
| Marquette Asset Management, LLC | 0.53% | Reduce -2.7% | 36,587 | $3.1M |
| Waverly Advisors, LLC | 0.07% | Add +15.4% | 36,582 | $3.1M |
| Aspiriant, LLC | 0.13% | Reduce -4.7% | 36,555 | $3.1M |
| Nvwm, LLC | 0.83% | Reduce -0.7% | 35,951 | $3.0M |
| Evercore Wealth Management, LLC | 0.05% | Reduce -5.3% | 35,866 | $3.0M |
| Elgethun Capital Management | 0.75% | Add +0.0% | 35,550 | $3.0M |
| Middleton & Co. Inc. | 0.34% | Reduce -0.6% | 35,464 | $3.0M |
| Financial Advisory Group | 0.52% | No change | 35,328 | $3.0M |
| Peapack Gladstone Financial Corp. | 0.05% | Reduce -0.0% | 35,205 | $3.0M |
| Farmers & Merchants Investments Inc. | 0.10% | Reduce -0.5% | 35,040 | $2.9M |
| Lake Street Advisors Group, LLC | 0.14% | Reduce -4.9% | 34,860 | $2.9M |
| Chapin Davis, Inc. | 1.06% | Reduce -0.3% | 34,538 | $2.9M |
| J.W. Cole Advisors, Inc. | 0.15% | Add +3.4% | 34,523 | $2.9M |
| Aft, Forsyth & Company, Inc. | 1.64% | Reduce -2.8% | 34,179 | $2.9M |
| Hilltop Holdings Inc. | 0.32% | Reduce -29.4% | 34,038 | $2.9M |
| Trust Co. of Toledo NA | 0.45% | No change | 33,916 | $2.9M |
| HSBC Holdings PLC | 0.00% | Add +3.7% | 33,812 | $2.8M |
| Gladstone Institutional Advisory LLC | 0.16% | Reduce -0.4% | 33,793 | $2.8M |
| Anchor Capital Advisors LLC | 0.07% | Add +4.5% | 33,030 | $2.8M |
| Courier Capital LLC | 0.20% | No change | 32,818 | $2.8M |
| NorthCoast Asset Management LLC | 0.04% | New | 32,777 | $2.8M |
| Fca Corp. | 0.89% | Reduce -7.0% | 32,624 | $2.7M |
| Centennial Wealth Advisory LLC | 1.26% | Add +5.3% | 32,428 | $2.7M |
| Geneos Wealth Management Inc. | 0.12% | Add +5.3% | 32,377 | $2.7M |
| Cullen/Frost Bankers, Inc. | 0.04% | Add +9.3% | 32,203 | $2.7M |
| Gryphon Financial Partners LLC | 0.46% | Add +22.9% | 31,836 | $2.7M |
| SouthState Bank Corp | 0.21% | Reduce -0.1% | 31,757 | $2.7M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.31% | Add +505.9% | 31,164 | $2.6M |
| Builder Investment Group Inc. | 0.76% | Reduce -1.3% | 31,134 | $2.6M |
| First United Bank & Trust | 0.97% | Reduce -1.1% | 31,084 | $2.6M |
| Allen Investment Management, LLC | 0.03% | No change | 31,000 | $2.6M |
| Dagco, Inc. | 1.18% | New | 30,834 | $2.6M |
| Evergreen Capital Management LLC | 0.10% | No change | 30,754 | $2.6M |
| Perigon Wealth Management, LLC | 0.08% | Reduce -0.7% | 30,725 | $2.6M |
| Citizens Financial Group Inc. | 0.09% | Reduce -2.5% | 30,644 | $2.6M |
| Cozad Asset Management Inc. | 0.27% | Reduce -0.1% | 30,400 | $2.6M |
| TFB Advisors LLC | 0.91% | Add +0.0% | 31,685 | $2.5M |
| Laird Norton Wetherby Trust Company, LLC | 0.34% | No change | 29,850 | $2.5M |
| FAS Wealth Partners, Inc. | 0.22% | Add +2.0% | 29,787 | $2.5M |
| Pathway Financial Advisors LLC | 0.67% | No change | 29,669 | $2.5M |
| SOA Wealth Advisors, LLC. | 0.51% | Add +0.6% | 29,368 | $2.5M |
| Denver PWM, LLC | 0.95% | Reduce -5.5% | 29,979 | $2.5M |
| Advisory Services Network, LLC | 0.05% | Reduce -1.5% | 28,927 | $2.4M |
| Samalin Investment Counsel, LLC | 1.16% | Add +0.7% | 28,898 | $2.4M |
| Frank, Rimerman Advisors LLC | 0.47% | Reduce -0.6% | 28,770 | $2.4M |
| Retirement Income Solutions, Inc. | 0.55% | Reduce -0.6% | 28,751 | $2.4M |
| KKM Financial LLC | 1.17% | New | 28,650 | $2.4M |
| Summit Financial Strategies, Inc. | 0.34% | Reduce -0.8% | 28,631 | $2.4M |
| Kestra Private Wealth Services, LLC | 0.05% | Add +6.3% | 28,617 | $2.4M |
| Jordan Park Group LLC | 0.15% | Add +85.0% | 28,533 | $2.4M |
| Pasadena Private Wealth, LLC | 0.55% | No change | 28,500 | $2.4M |
| Sowell Financial Services LLC | 0.11% | Reduce -0.9% | 28,402 | $2.4M |
| Sigma Planning Corp | 0.07% | Add +144.3% | 28,083 | $2.4M |
| Councilor Wealth, LLC | 1.18% | No change | 28,043 | $2.4M |
| Bedel Financial Consulting, Inc. | 0.37% | Add +33.4% | 27,989 | $2.4M |
| Ellevest, Inc. | 0.15% | No change | 27,901 | $2.3M |
| Motiv8 Investments LLC | 1.81% | Add +4.3% | 27,720 | $2.3M |
| Zions Bancorporation, N.A. | 0.17% | No change | 27,372 | $2.3M |
| McKinley Carter Wealth Services, Inc. | 0.15% | Reduce -2.1% | 27,302 | $2.3M |
| Indiana Trust & Investment Management Co | 0.92% | No change | 27,027 | $2.3M |
| HT Partners LLC | 0.82% | No change | 26,956 | $2.3M |
| Chicago Partners Investment Group LLC | 0.10% | Add +1.7% | 28,010 | $2.3M |
| Chesley Taft & Associates LLC | 0.11% | Reduce -4.0% | 26,685 | $2.2M |
| Legacy Edge Advisors, LLC | 0.47% | Add +0.0% | 26,570 | $2.2M |
| FARMERS & MERCHANTS TRUST Co OF LONG BEACH | 0.55% | Add +0.9% | 26,566 | $2.2M |
| Hall Kathryn A. | 0.51% | No change | 26,520 | $2.2M |
| Brick & Kyle, Associates | 0.99% | Add +0.9% | 26,872 | $2.2M |
| Ellenbecker Investment Group | 0.47% | Add +0.2% | 26,499 | $2.2M |
| Rhumbline Advisers | 0.00% | Add +21.5% | 26,481 | $2.2M |
| St. Clair Advisors, LLC | 0.72% | Reduce -48.7% | 26,284 | $2.2M |
| Centennial Bank | 1.12% | Add +36.3% | 26,046 | $2.2M |
| Resonant Capital Advisors, LLC | 0.19% | No change | 26,023 | $2.2M |
| Evensky & Katz LLC | 0.15% | Reduce -7.7% | 25,980 | $2.2M |
| Abbrea Capital, LLC | 0.29% | Reduce -4.2% | 25,949 | $2.2M |
| Cypress Capital Group | 0.26% | Reduce -8.8% | 25,878 | $2.2M |
| Goelzer Investment Management, Inc. | 0.12% | No change | 25,873 | $2.2M |
| Valmark Advisers, Inc. | 0.04% | Add +10.0% | 25,835 | $2.2M |
| Naples Global Advisors, LLC | 0.22% | Add +10.1% | 25,638 | $2.2M |
| Grove Bank & Trust | 0.36% | No change | 25,600 | $2.2M |
| Nwam LLC | 0.17% | Reduce -41.4% | 26,218 | $2.1M |
| Oliver Luxxe Assets LLC | 0.45% | Reduce -0.0% | 25,447 | $2.1M |
| EP Wealth Advisors, LLC | 0.02% | Add +0.3% | 25,073 | $2.1M |
| Litman Gregory Wealth Management LLC | 0.19% | Reduce -0.1% | 24,911 | $2.1M |
| Appleton Partners Inc. | 0.16% | Reduce -2.0% | 24,893 | $2.1M |
| HBK Sorce Advisory LLC | 0.07% | Reduce -38.0% | 24,849 | $2.1M |
| Peoples Bank | 1.16% | Reduce -1.7% | 24,804 | $2.1M |
| Valeo Financial Advisors, LLC | 0.07% | Reduce -1.0% | 25,898 | $2.1M |
| Forvis Mazars Wealth Advisors, LLC | 0.05% | Reduce -13.8% | 24,677 | $2.1M |
| Fulton Breakefield Broenniman LLC | 0.16% | Reduce -3.1% | 24,564 | $2.1M |
| Castle Rock Wealth Management, LLC | 0.56% | Add +2.5% | 25,962 | $2.1M |
| Nations Financial Group Inc, /Ia/ | 0.17% | Add +1.4% | 24,255 | $2.0M |
| Weatherly Asset Management L. P. | 0.20% | No change | 24,201 | $2.0M |
| Smith, Moore & Co. | 0.22% | Add +5.7% | 24,187 | $2.0M |
| Apollon Wealth Management, LLC | 0.06% | Add +3.9% | 24,112 | $2.0M |
| Mather Group, Llc. | 0.03% | No change | 26,053 | $2.0M |
| Financial Insights, Inc. | 0.58% | New | 24,061 | $2.0M |
| LCNB Corp. | 0.73% | Add +2.0% | 23,866 | $2.0M |
| Busey Bank | 0.07% | Add +1.5% | 23,661 | $2.0M |
| Fulcrum Capital LLC | 0.46% | No change | 23,209 | $2.0M |
| Kingsview Wealth Management, LLC | 0.05% | Reduce -1.1% | 23,130 | $1.9M |
| Venture Visionary Partners LLC | 0.09% | Reduce -0.8% | 22,987 | $1.9M |
| Heritage Wealth Advisors | 0.09% | Add +45.4% | 22,900 | $1.9M |
| Meridian Wealth Management, LLC | 0.32% | Reduce -6.5% | 22,830 | $1.9M |
| Boston Family Office LLC | 0.14% | Reduce -4.5% | 22,771 | $1.9M |
| Bremer Bank National Association | 0.35% | No change | 22,740 | $1.9M |
| Ancora Advisors LLC | 0.04% | Add +0.0% | 22,423 | $1.9M |
| MBA Advisors LLC | 0.97% | Reduce -0.7% | 22,293 | $1.9M |
| Welch & Forbes LLC | 0.03% | Add +7.6% | 22,288 | $1.9M |
| Eastern Bank | 0.08% | Reduce -93.3% | 22,242 | $1.9M |
| Hapanowicz & Associates Financial Services, Inc | 1.07% | Add +2.8% | 22,223 | $1.9M |
| Hilltop Wealth Advisors, LLC | 0.94% | Reduce -12.3% | 21,901 | $1.8M |
| Lindbrook Capital, LLC | 0.17% | Add +0.8% | 21,838 | $1.8M |
| Fiduciary Trust Co | 0.03% | Reduce -4.0% | 21,733 | $1.8M |
| Lowe Brockenbrough & Co. Inc. | 0.12% | Reduce -1.4% | 21,142 | $1.8M |
| Financial Counselors Inc. | 0.03% | Add +11.5% | 21,132 | $1.8M |
| Prospera Financial Services Inc | 0.05% | Add +4.0% | 21,066 | $1.8M |
| 1900 Wealth Management LLC | 0.16% | Add +0.2% | 20,992 | $1.8M |
| Pinnacle Associates Ltd. | 0.03% | Reduce -0.8% | 20,954 | $1.8M |
| Montecito Bank & Trust | 0.35% | Add +0.5% | 20,763 | $1.7M |
| Venturi Wealth Management, LLC | 0.11% | Reduce -1.1% | 20,630 | $1.7M |
| Calamos Wealth Management LLC | 0.10% | Reduce -25.3% | 20,521 | $1.7M |
| Private Trust Co. NA | 0.19% | Add +18.4% | 20,480 | $1.7M |
| Linscomb Wealth, Inc. | 0.09% | No change | 20,460 | $1.7M |
| Wealthcare Advisory Partners LLC | 0.06% | Add +121.1% | 20,411 | $1.7M |
| Gries Financial LLC | 0.29% | Add +220.5% | 20,401 | $1.7M |
| Stratos Wealth Advisors, LLC | 0.10% | Reduce -4.1% | 20,230 | $1.7M |
| Beck Bode, LLC | 0.35% | Reduce -24.0% | 20,145 | $1.7M |
| JFS Wealth Advisors, LLC | 0.13% | Reduce -0.5% | 20,091 | $1.7M |
| Pallas Capital Advisors LLC | 0.07% | Reduce -0.4% | 19,928 | $1.7M |
| Sage Capital Advisors,llc | 0.48% | Add +1.0% | 19,863 | $1.7M |
| Lake Street Private Wealth, LLC | 0.23% | Reduce -79.2% | 19,791 | $1.7M |
| Procyon Advisors, LLC | 0.13% | Reduce -30.7% | 19,599 | $1.6M |
| State Street Corp. | 0.00% | Add +36.4% | 19,500 | $1.6M |
| MBL Wealth, LLC | 0.19% | Reduce -2.0% | 19,479 | $1.6M |
| Lazard Asset Management LLC | 0.00% | No change | 19,466 | $1.6M |
| Boston Trust Walden Corp | 0.01% | No change | 19,325 | $1.6M |
| Legacy Trust | 0.40% | Reduce -12.3% | 19,055 | $1.6M |
| Tower Research Capital LLC (TRC) | 0.04% | Add +6.2% | 18,986 | $1.6M |
| Waters Parkerson & Co., LLC | 0.08% | Reduce -0.6% | 18,829 | $1.6M |
| Heritage Investors Management Corp. | 0.06% | Reduce -0.5% | 18,555 | $1.6M |
| Legacy Bridge, LLC | 0.90% | Reduce -1.0% | 18,379 | $1.5M |
| Financial Partners Group, Inc | 0.24% | Reduce -1.6% | 18,260 | $1.5M |
| FMB Wealth Management | 1.22% | No change | 18,222 | $1.5M |
| Simmons Bank | 0.11% | Reduce -0.1% | 18,180 | $1.5M |
| Private Management Group Inc. | 0.06% | No change | 18,154 | $1.5M |
| Halpern Financial, Inc. | 0.44% | Reduce -0.5% | 18,289 | $1.5M |
| Investors Research Corp | 0.35% | No change | 17,993 | $1.5M |
| DAVENPORT & Co LLC | 0.01% | Reduce -66.3% | 17,933 | $1.5M |
| Millennium Management | 0.00% | Add +158.4% | 17,904 | $1.5M |
| Plum Street Advisors, LLC | 0.76% | Reduce -1.3% | 16,997 | $1.5M |
| Sterling Financial Group, Inc. | 0.70% | No change | 17,606 | $1.5M |
| Dorsey & Whitney Trust CO LLC | 0.10% | Add +0.3% | 17,521 | $1.5M |
| Flputnam Investment Management Co. | 0.03% | Reduce -3.3% | 17,458 | $1.5M |
| Catalyst Financial Partners LLC | 0.38% | Reduce -14.5% | 18,623 | $1.5M |
| Saxon Interests, Inc. | 0.70% | Add +3.9% | 17,406 | $1.5M |
| Clear Harbor Asset Management, LLC | 0.13% | No change | 17,387 | $1.5M |
| Alley Investment Management Company, LLC | 0.20% | Reduce -0.2% | 17,382 | $1.5M |
| Leo Wealth, LLC | 0.15% | Reduce -0.9% | 17,281 | $1.5M |
| Cynosure Group, LLC | 0.26% | Reduce -0.9% | 17,216 | $1.4M |
| Atria Investments, Inc | 0.02% | Reduce -40.9% | 17,199 | $1.4M |
| MIdWestOne Financial Group, Inc. | 0.26% | No change | 17,164 | $1.4M |
| Webster Bank, N. A. | 0.16% | Reduce -3.9% | 17,152 | $1.4M |
| RMR Wealth Builders | 0.17% | Add +0.6% | 17,123 | $1.4M |
| Parallel Advisors, LLC | 0.04% | Reduce -0.7% | 16,942 | $1.4M |
| Guardian Asset Advisors, LLC | 1.18% | Reduce -22.9% | 16,914 | $1.4M |
| PFG Investments, LLC | 0.09% | Add +27.0% | 16,800 | $1.4M |
| Connecticut Wealth Management, LLC | 0.07% | Reduce -5.8% | 16,687 | $1.4M |
| Philadelphia Trust Co. | 0.11% | No change | 16,665 | $1.4M |
| Cornerstone Wealth Management, LLC | 0.11% | Add +9.9% | 16,621 | $1.4M |
| Southern Capital Advisors, LLC | 0.84% | Add +3.8% | 16,545 | $1.4M |
| Platte River Wealth Advisors, LLC | 0.40% | Reduce -6.8% | 16,529 | $1.4M |
| White Pine Capital LLC | 0.53% | Reduce -9.0% | 17,411 | $1.4M |
| Dover Advisors, LLC | 0.94% | Add +352.1% | 16,393 | $1.4M |
| SlateStone Wealth, LLC | 0.14% | Add +3.2% | 16,184 | $1.4M |
| Farmers National Bank | 0.41% | Reduce -2.9% | 16,173 | $1.4M |
| Baker Ellis Asset Management LLC | 0.20% | No change | 16,076 | $1.4M |
| Daymark Wealth Partners, LLC | 0.07% | Reduce -6.3% | 16,029 | $1.3M |
| Pps&v Asset Management Consultants, Inc. | 0.99% | Add +0.1% | 16,021 | $1.3M |
| Bricktown Capital, LLC | 0.27% | Reduce -77.9% | 15,964 | $1.3M |
| WestHill Financial Advisors, Inc. | 0.33% | Add +0.8% | 15,961 | $1.3M |
| Boston Financial Mangement LLC | 0.04% | Reduce -18.8% | 15,956 | $1.3M |
| American National Bank & Trust Co. | 0.31% | — | 15,809 | $1.3M |
| Davis R M Inc. | 0.03% | Reduce -1.8% | 15,804 | $1.3M |
| Compton Wealth Advisory Group, LLC | 0.36% | Reduce -0.8% | 15,754 | $1.3M |
| Public Employees Retirement System of Ohio | 0.01% | New | 15,745 | $1.3M |
| Luminvest Wealth Management LLC | 0.83% | No change | 15,057 | $1.3M |
| Israel Discount Bank of New York | 1.63% | Reduce -53.2% | 15,552 | $1.3M |
| Matrix Private Capital Group LLC | 0.88% | Add +6.2% | 15,510 | $1.3M |
| Atlas Brown,Inc. | 0.47% | Add +32.9% | 15,430 | $1.3M |
| IFG Advisors, LLC | 0.33% | Add +0.3% | 15,331 | $1.3M |
| West Paces Advisors Inc. | 0.34% | No change | 15,262 | $1.3M |
| Regal Investment Advisors LLC | 0.09% | Add +29.3% | 15,207 | $1.3M |
| Connectus Wealth, LLC | 0.03% | Reduce -22.3% | 15,168 | $1.3M |
| Moneco Advisors, LLC | 0.20% | Reduce -7.4% | 15,118 | $1.3M |
| Kohmann Bosshard Financial Services, LLC | 0.18% | Add +11.8% | 14,997 | $1.3M |
| Hartline Investment Corp./ | 0.22% | New | 14,969 | $1.3M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.22% | Add +0.2% | 14,969 | $1.3M |
| Wooster Corthell Wealth Management, Inc. | 0.29% | Reduce -3.0% | 14,966 | $1.3M |
| Strategic Family Wealth Counselors, L.L.C. | 0.50% | No change | 14,954 | $1.3M |
| Oxford Financial Group, LTD. LLC | 0.09% | Reduce -0.3% | 14,951 | $1.3M |
| Plante Moran Financial Advisors, LLC | 0.13% | Reduce -3.3% | 14,921 | $1.3M |
| Evernest Financial Advisors, LLC | 0.59% | Add +90.9% | 15,947 | $1.3M |
| OneDigital Investment Advisors LLC | 0.02% | Reduce -20.2% | 14,829 | $1.2M |
| Crescent Grove Advisors, LLC | 0.13% | No change | 14,816 | $1.2M |
| Debussy Capital Management LP | 0.36% | Reduce -0.1% | 15,109 | $1.2M |
| Lyell Wealth Management, LP | 0.13% | Reduce -6.2% | 14,767 | $1.2M |
| RKL Wealth Management LLC | 0.12% | Reduce -7.5% | 14,760 | $1.2M |
| Park Avenue Securities LLC | 0.02% | Reduce -12.1% | 14,597 | $1.2M |
| Great Valley Advisor Group, Inc. | 0.04% | Add +7.5% | 14,520 | $1.2M |
| GAMMA Investing LLC | 0.25% | Add +147.5% | 14,449 | $1.2M |
| Independent Financial Group, LLC | 0.06% | Add +9.7% | 14,429 | $1.2M |
| TD Waterhouse Canada Inc. | 0.01% | Add +35.7% | 13,721 | $1.2M |
| Choate Investment Advisors | 0.03% | Reduce -0.7% | 14,129 | $1.2M |
| Dominguez Wealth Management Solutions, Inc. | 0.93% | Add +0.1% | 14,069 | $1.2M |
| Perennial Investment Advisors, LLC | 0.18% | Reduce -27.1% | 14,053 | $1.2M |
| Birch Hill Investment Advisors LLC | 0.06% | Add +28.2% | 14,048 | $1.2M |
| Fairway Wealth LLC | 0.80% | Add +0.2% | 13,963 | $1.2M |
| Roundview Capital LLC | 0.10% | No change | 13,958 | $1.2M |
| Seneca Financial Advisors LLC | 0.62% | Add +0.3% | 13,852 | $1.2M |
| 1ST Source Bank | 0.07% | Reduce -1.0% | 13,798 | $1.2M |
| Ritter Daniher Financial Advisory LLC / DE | 0.38% | Reduce -4.3% | 13,769 | $1.2M |
| Wintrust Investments LLC | 0.10% | Add +175.8% | 13,738 | $1.2M |
| Fiducient Advisors LLC | 0.23% | Add +12.0% | 13,698 | $1.2M |
| Strategic Financial Concepts, LLC | 0.28% | Add +38.9% | 13,691 | $1.2M |
| Saxony Capital Management, LLC | 1.39% | Add +18.8% | 13,668 | $1.1M |
| Private Portfolio Partners LLC | 0.24% | Reduce -0.1% | 13,585 | $1.1M |
| Bill Few Associates, Inc. | 0.46% | Reduce -1.3% | 13,566 | $1.1M |
| Central Bank & Trust Co. | 0.16% | Reduce -3.9% | 13,555 | $1.1M |
| Patriot Investment Management Group, Inc. | 0.09% | No change | 13,484 | $1.1M |
| Monetary Management Group Inc. | 0.31% | Add +7.9% | 13,355 | $1.1M |
| Cary Street Partners Investment Advisory LLC | 0.05% | Add +4.4% | 13,349 | $1.1M |
| First National Bank of Omaha | 0.08% | Reduce -19.3% | 13,122 | $1.1M |
| U.S. Capital Wealth Advisors, LLC | 0.04% | Add +24.8% | 13,274 | $1.1M |
| Tsfg, LLC | 0.28% | Add +0.0% | 13,233 | $1.1M |
| Blue Trust, Inc. | 0.02% | Reduce -3.4% | 12,996 | $1.1M |
| Campbell Newman Asset Management Inc. | 0.09% | No change | 12,840 | $1.1M |
| Occidental Asset Management, LLC | 0.20% | Reduce -0.9% | 12,737 | $1.1M |
| Vanguard Personalized Indexing Management, LLC | 0.02% | Reduce -11.7% | 12,711 | $1.1M |
| Sunbelt Securities, Inc. | 0.12% | Reduce -15.2% | 12,692 | $1.1M |
| Dynamic Advisor Solutions LLC | 0.04% | Reduce -9.6% | 12,669 | $1.1M |
| SVB Wealth LLC | 0.02% | Add +14.8% | 12,539 | $1.1M |
| Klingman & Associates, LLC | 0.08% | Add +25.2% | 12,442 | $1.0M |
| Goldstein Advisors, LLC | 0.18% | No change | 12,393 | $1.0M |
| Benjamin F. Edwards & Company, Inc. | 0.02% | Reduce -1.7% | 12,390 | $1.0M |
| Continuum Advisory, LLC | 0.16% | Add +2.2% | 12,653 | $1.0M |
| Zacks Investment Management | 0.01% | Reduce -82.4% | 12,330 | $1.0M |
| Heritage Trust Co | 0.14% | Add +0.4% | 12,168 | $1.0M |
| Axxcess Wealth Management, LLC | 0.03% | Add +33.3% | 12,142 | $1.0M |
| Advisor Resource Council | 0.43% | New | 12,070 | $1.0M |
| Allstate Corp. | 0.07% | New | 11,980 | $1.0M |
| First Hawaiian Bank | 0.03% | Reduce -1.1% | 11,891 | $1000K |
| New Republic Capital, LLC | 0.63% | Reduce -1.5% | 11,861 | $997K |
| Pinnacle Wealth Management Advisory Group, LLC | 0.11% | No change | 11,809 | $993K |
| Wells Trecaso Financial Group, LLC | 0.35% | New | 11,799 | $992K |
| Advisors Capital Management, LLC | 0.02% | Add +28.5% | 11,744 | $988K |
| First Financial Bank - Trust Division | 0.09% | Reduce -7.9% | 11,740 | $987K |
| Okabena Investment Services Inc. | 0.33% | No change | 11,650 | $980K |
| Cullinan Associates Inc. | 0.05% | No change | 11,600 | $975K |
| Ameritas Advisory Services, LLC | 0.04% | Add +75.3% | 12,094 | $975K |
| Pine Haven Investment Counsel, Inc | 0.85% | No change | 11,522 | $969K |
| Oppenheimer & Co. Inc. | 0.02% | Add +6.9% | 11,488 | $966K |
| Pacific Financial Group Inc. | 0.66% | Reduce -0.4% | 11,442 | $962K |
| USAdvisors Wealth Management, LLC | 0.36% | Reduce -6.8% | 11,470 | $962K |
| Strategic Wealth Partners Group, LLC | 0.11% | Add +0.2% | 11,351 | $955K |
| Allworth Financial LP | 0.01% | Add +8.2% | 11,340 | $954K |
| Cassaday & Co Wealth Management LLC | 0.03% | Add +0.9% | 11,329 | $953K |
| United Bank | 0.11% | Reduce -1.7% | 11,325 | $952K |
| Parthenon LLC | 0.12% | Add +39.8% | 11,323 | $952K |
| Harbor Investment Advisory, LLC | 0.10% | No change | 11,316 | $952K |
| First Financial Bankshares Inc | 0.02% | No change | 11,268 | $948K |
| Brown Brothers Harriman & Co. | 0.01% | Reduce -50.0% | 11,207 | $942K |
| Well Done, LLC | 0.18% | Reduce -59.5% | 11,168 | $939K |
| Thoroughbred Financial Services, LLC | 0.09% | Reduce -70.1% | 11,141 | $936K |
| Laird Norton Wetherby Wealth Management, LLC | 0.04% | Reduce -0.6% | 11,007 | $926K |
| Wealthfront Advisers LLC | 0.00% | Reduce -8.3% | 10,856 | $913K |
| Marcum Wealth, LLC | 0.09% | Reduce -3.3% | 10,814 | $909K |
| Foundations Investment Advisors, LLC | 0.02% | Reduce -0.3% | 10,732 | $902K |
| Duncker Streett & Co. Inc. | 0.18% | No change | 10,711 | $901K |
| Jupiter Wealth Management LLC | 0.47% | No change | 11,000 | $897K |
| Sandy Cove Advisors, LLC | 0.41% | Add +66.3% | 10,655 | $896K |
| Wealthquest Corp | 0.10% | Add +0.6% | 10,654 | $896K |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +13.3% | 10,545 | $887K |
| Performance Wealth Partners, LLC | 0.04% | No change | 10,500 | $883K |
| Winthrop Advisory Group LLC | 0.13% | Reduce -78.8% | 10,495 | $883K |
| Concurrent Investment Advisors, LLC | 0.04% | Reduce -1.3% | 10,477 | $881K |
| Operose Advisors LLC | 0.30% | Add +0.1% | 10,408 | $875K |
| MidAtlantic Capital Management, Inc. | 0.77% | Reduce -0.2% | 10,381 | $873K |
| Narwhal Capital Management | 0.08% | Reduce -0.4% | 10,231 | $860K |
| Columbia Asset Management | 0.17% | No change | 11,063 | $860K |
| Paces Ferry Wealth Advisors, LLC | 0.55% | Reduce -18.5% | 10,170 | $855K |
| Armor Investment Advisors, LLC | 0.41% | Reduce -0.5% | 10,115 | $851K |
| Prio Wealth Limited Partnership | 0.02% | Add +7.8% | 10,091 | $849K |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.02% | Reduce -23.7% | 10,064 | $846K |
| Brasada Capital Management, LP | 0.15% | Add +93.1% | 10,026 | $843K |
| BIP Wealth, LLC | 0.06% | Add +4.6% | 9,982 | $839K |
| Ironwood Financial, llc | 0.19% | Add +0.0% | 9,931 | $835K |
| Jackson Hole Capital Partners, LLC | 0.19% | No change | 9,901 | $833K |
| Altus Wealth Group LLC | 0.41% | Reduce -22.6% | 9,827 | $826K |
| Leavell Investment Management, Inc. | 0.05% | Reduce -11.9% | 9,818 | $826K |
| Stratos Investment Management, LLC | 0.08% | Reduce -45.0% | 9,771 | $822K |
| Breakwater Capital Group | 0.20% | Add +199.7% | 9,666 | $813K |
| EPIQ Capital Group, LLC | 0.32% | Add +0.3% | 9,654 | $812K |
| Dentgroup LLC | 0.67% | Add +80.7% | 9,588 | $806K |
| Intrua Financial, LLC | 0.13% | Reduce -1.0% | 9,572 | $805K |
| Certuity, LLC | 0.07% | Add +19.9% | 9,524 | $801K |
| QRG Capital Management, Inc. | 0.01% | Add +133.0% | 9,515 | $800K |
| North Star Investment Management Corp. | 0.06% | Add +14.5% | 9,488 | $798K |
| Radnor Capital Management, LLC | 0.14% | Reduce -24.9% | 9,426 | $793K |
| Live Oak Private Wealth LLC | 0.14% | No change | 9,347 | $786K |
| Aptus Capital Advisors, LLC | 0.02% | Add +5.6% | 9,240 | $777K |
| American National Bank & Trust | 0.10% | No change | 9,176 | $772K |
| Baron Wealth Management LLC | 0.41% | Reduce -0.9% | 9,083 | $764K |
| Forum Private Client Group LLC | 0.37% | Reduce -24.0% | 9,065 | $762K |
| Selective Wealth Management, Inc. | 0.33% | New | 9,299 | $762K |
| Trust Co of the South | 0.18% | No change | 9,045 | $761K |
| Mutual of America Capital Management LLC | 0.01% | Add +7.0% | 9,035 | $760K |
| Viawealth, LLC | 0.47% | No change | 9,017 | $758K |
| Guardian Wealth Advisors, LLC / NC | 0.09% | Add +2.5% | 8,971 | $754K |
| Bensler, LLC | 0.11% | Add +0.7% | 8,963 | $754K |
| Global Retirement Partners, LLC | 0.03% | Reduce -2.1% | 8,934 | $751K |
| Nemes Rush Group LLC | 0.11% | No change | 8,863 | $745K |
| Retirement Planning Group, LLC | 0.06% | Add +0.1% | 8,770 | $737K |
| Mission Wealth Management, LP | 0.02% | Add +22.1% | 8,749 | $736K |
| LGL Partners, LLC | 0.12% | Add +0.3% | 8,719 | $733K |
| Stillwater Capital Advisors, LLC | 0.11% | Add +5.7% | 8,705 | $732K |
| Brown, Lisle/Cummings, Inc. | 0.25% | No change | 8,700 | $732K |
| Next Level Private LLC | 0.34% | Add +0.2% | 8,684 | $730K |
| Pacific Global Investment Management Co. | 0.14% | Reduce -3.4% | 8,633 | $726K |
| Investment Advisory Group, LLC | 0.30% | Reduce -5.6% | 8,621 | $725K |
| AAF Wealth Management, LLC | 0.41% | Reduce -0.9% | 8,572 | $721K |
| Precision Wealth Strategies, LLC | 0.68% | No change | 8,533 | $718K |
| BLB&B Advisors, LLC | 0.04% | No change | 8,478 | $713K |
| Caprock Group, LLC | 0.04% | Add +0.1% | 8,448 | $710K |
| Arrowroot Family Office, LLC | 0.45% | Add +0.3% | 8,441 | $710K |
| Glassman Wealth Services | 0.14% | Reduce -0.5% | 8,433 | $709K |
| Center for Financial Planning, Inc. | 0.11% | Add +1.5% | 8,433 | $709K |
| Bragg Financial Advisors, Inc | 0.03% | Reduce -10.7% | 8,413 | $707K |
| Cambridge Trust Co. | 0.03% | Add +2.8% | 8,344 | $702K |
| S&co Inc. | 0.05% | No change | 8,344 | $701K |
| Snowden Capital Advisors LLC | 0.02% | Reduce -23.9% | 8,318 | $699K |
| Mutual Advisors, LLC | 0.02% | Reduce -2.7% | 8,273 | $696K |
| Transcend Capital Advisors, LLC | 0.06% | Add +2.1% | 8,265 | $695K |
| Dana Investment Advisors, Inc. | 0.02% | Reduce -20.1% | 8,256 | $694K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.02% | Add +0.2% | 8,251 | $694K |
| Beaumont Financial Advisors, LLC | 0.06% | No change | 8,149 | $685K |
| Hunter Associates Investment Management LLC | 0.11% | Reduce -2.6% | 8,093 | $680K |
| First Commonwealth Financial Corp | 0.18% | Reduce -4.1% | 8,078 | $679K |
| PFG Advisors | 0.05% | Add +81.8% | 8,042 | $676K |
| MassMutual Private Wealth & Trust, FSB | 0.02% | Reduce -11.9% | 7,997 | $672K |
| Pinnacle Bancorp, Inc. | 0.20% | Reduce -0.4% | 7,960 | $669K |
| Essex Bank | 0.19% | No change | 8,608 | $669K |
| Moody LYNN Lieberson & Walker, LLC | 0.04% | No change | 7,902 | $664K |
| Beese Fulmer Investment Management, Inc. | 0.06% | Reduce -0.5% | 7,864 | $661K |
| Shepherd Financial Partners LLC | 0.09% | Reduce -6.9% | 7,850 | $660K |
| Old Second National Bank of Aurora | 0.17% | No change | 7,780 | $654K |
| Baldwin Wealth Partners LLC | 0.05% | Reduce -3.0% | 7,770 | $653K |
| Smithfield Trust Co | 0.03% | Reduce -2.6% | 7,768 | $652K |
| Certified Advisory Corp | 0.09% | Reduce -9.3% | 7,742 | $651K |
| Windsor Capital Management, LLC | 0.20% | Reduce -2.1% | 7,725 | $650K |
| Sapient Capital LLC | 0.01% | No change | 7,713 | $649K |
| Neuberger Berman Group LLC | 0.00% | Reduce -13.3% | 7,704 | $648K |
| Empower Advisory Group, LLC | 0.00% | Add +2.2% | 7,701 | $648K |
| Buckhead Capital Management LLC | 0.22% | No change | 7,700 | $647K |
| Brady Family Wealth, LLC | 0.21% | Reduce -1.0% | 7,668 | $645K |
| Summit Investment Advisory Services, LLC | 0.37% | Reduce -1.6% | 7,523 | $633K |
| BlueSky Wealth Advisors, LLC | 0.49% | No change | 7,481 | $629K |
| CoreCap Advisors, LLC | 0.03% | Add +4.8% | 7,480 | $629K |
| McNaughton Wealth Management, LLC | 0.35% | Reduce -3.3% | 7,420 | $624K |
| Sage Private Wealth Group, LLC | 0.50% | Reduce -96.2% | 7,411 | $623K |
| Charles Schwab Trust Co | 0.06% | No change | 7,372 | $620K |
| MCF Advisors LLC | 0.05% | Add +0.0% | 7,335 | $617K |
| ICW Investment Advisors LLC | 0.27% | Reduce -3.4% | 7,314 | $615K |
| Angeles Wealth Management, LLC | 0.06% | No change | 7,299 | $614K |
| New England Professional Planning Group Inc. | 0.32% | Add +0.1% | 7,279 | $612K |
| FourThought Financial Partners, LLC | 0.07% | No change | 7,259 | $610K |
| Foster Dykema Cabot & Partners, LLC | 0.06% | Add +1.0% | 7,250 | $610K |
| Eagle Strategies LLC | 0.13% | New | 7,221 | $607K |
| Objective Capital Management, LLC | 0.41% | Reduce -2.7% | 7,199 | $605K |
| Dechtman Wealth Management, LLC | 0.14% | Reduce -5.6% | 7,196 | $605K |
| My Personal CFO, LLC | 0.35% | Add +0.0% | 7,187 | $604K |
| Florida Trust Wealth Management Co | 0.02% | Reduce -5.3% | 7,170 | $603K |
| Insigneo Advisory Services, LLC | 0.07% | Reduce -25.6% | 7,166 | $603K |
| Waldron Private Wealth LLC | 0.03% | No change | 7,164 | $602K |
| Greenhouse Wealth Management, LLC | 0.45% | Add +0.3% | 7,148 | $601K |
| Wedmont Private Capital | 0.04% | Add +8.6% | 7,198 | $599K |
| Vertex Planning Partners, LLC | 0.17% | Add +0.0% | 7,098 | $597K |
| Optimum Investment Advisors | 0.27% | Add +13.7% | 7,083 | $596K |
| First American Trust, FSB | 0.06% | Add +137.4% | 7,082 | $596K |
| Stevens Capital Partners | 0.35% | Reduce -1.9% | 7,057 | $593K |
| Graypoint LLC | 0.04% | No change | 7,044 | $592K |
| Cranbrook Wealth Management, LLC | 0.15% | No change | 7,020 | $590K |
| Cape Cod Five Cents Savings Bank | 0.06% | No change | 7,001 | $589K |
| Anson Capital, Inc. | 0.84% | No change | 6,933 | $583K |
| Thomasville National Bank | 0.05% | No change | 6,889 | $579K |
| Tompkins Financial Corp. | 0.07% | No change | 6,883 | $579K |
| TBH Global Asset Management, LLC | 0.11% | Reduce -2.3% | 6,820 | $573K |
| Thompson Siegel & Walmsley LLC | 0.01% | No change | 6,817 | $573K |
| Montag A & Associates Inc. | 0.03% | Add +0.1% | 6,799 | $572K |
| Larson Financial Group LLC | 0.04% | Add +8.2% | 6,735 | $566K |
| Western Wealth Management, LLC | 0.04% | Reduce -0.9% | 6,690 | $563K |
| Kanawha Capital Management LLC | 0.04% | No change | 6,688 | $562K |
| Caldwell Trust Co | 0.07% | No change | 6,637 | $558K |
| Reston Wealth Management LLC | 0.23% | Add +0.2% | 6,622 | $557K |
| Fermata Advisors, LLC | 0.13% | Add +0.0% | 6,619 | $557K |
| Ballew Advisors, Inc | 0.38% | Reduce -8.6% | 6,780 | $555K |
| Osborne Partners Capital Management, LLC | 0.03% | No change | 6,600 | $555K |
| Focus Partners Advisor Solutions, LLC | 0.02% | Add +60.1% | 6,598 | $555K |
| JNBA Financial Advisors | 0.06% | Reduce -1.6% | 6,585 | $554K |
| Beacon Financial Advisory LLC | 0.27% | Reduce -28.8% | 6,521 | $548K |
| Private Ocean, LLC | 0.06% | No change | 6,479 | $545K |
| Bar Harbor Wealth Management | 0.04% | No change | 6,439 | $541K |
| Harbour Investments, Inc. | 0.02% | Reduce -5.7% | 6,432 | $541K |
| Signature Estate & Investment Advisors LLC | 0.02% | No change | 6,418 | $540K |
| Bear Mountain Capital, Inc. | 0.23% | Reduce -4.4% | 6,846 | $540K |
| Farmers & Merchants Trust Co of Chambersburg PA | 0.22% | No change | 6,396 | $538K |
| Fort Washington Investment Advisors Inc. | 0.00% | No change | 6,370 | $536K |
| Earnest Partners LLC | 0.00% | Reduce -94.4% | 6,366 | $535K |
| True Link Financial Advisors, LLC | 0.05% | Reduce -4.0% | 6,318 | $531K |
| Mathes Company, Inc. | 0.20% | No change | 6,301 | $530K |
| Kowal Investment Group, LLC | 0.11% | Reduce -3.4% | 6,290 | $529K |
| Bangor Savings Bank | 0.05% | No change | 6,270 | $527K |
| Richardson Capital Management LLC | 0.43% | Add +729.5% | 6,263 | $527K |
| Eight 31 Financial, LLC | 0.33% | Reduce -2.7% | 6,260 | $526K |
| Segment Wealth Management, LLC | 0.04% | Add +6.0% | 6,257 | $526K |
| Walled Lake Planning & Wealth Management, LLC | 0.22% | Add +20.0% | 6,252 | $526K |
| TFC Financial Management, Inc. | 0.09% | Reduce -0.7% | 6,252 | $526K |
| Northeast Financial Consultants Inc | 0.03% | No change | 6,208 | $522K |
| Alesco Advisors, LLC, An ESL Co | 0.02% | No change | 6,200 | $521K |
| REDW Wealth LLC | 0.14% | No change | 6,196 | $521K |
| Valley Forge Investment Consultants Inc. Adv | 0.20% | Reduce -25.4% | 6,191 | $521K |
| Obermeyer Wealth Partners | 0.03% | No change | 6,172 | $519K |
| Westmount Partners, LLC | 0.19% | Add +0.1% | 6,163 | $518K |
| First Nebraska Trust Co | 0.05% | Reduce -2.1% | 6,150 | $517K |
| Hollencrest Capital Management | 0.02% | No change | 6,120 | $515K |
| Two Sigma Securities, LLC | 0.03% | New | 6,110 | $514K |
| DBK Financial Counsel, LLC | 0.54% | Reduce -24.7% | 6,105 | $513K |
| GYL Financial Synergies, LLC | 0.04% | Add +0.9% | 6,098 | $513K |
| Forum Financial Management, LP | 0.01% | Reduce -5.2% | 6,096 | $513K |
| Tranquility Partners, LLC | 0.20% | Add +5.2% | 6,077 | $511K |
| Deutsche Bank AG | 0.00% | Reduce -56.5% | 6,071 | $511K |
| Edgemoor Investment Advisors, Inc. | 0.05% | No change | 5,960 | $501K |
| Advisory Resource Group | 0.11% | Add +2.4% | 5,949 | $500K |
| &partners | 0.07% | New | 6,050 | $500K |
| Brand Asset Management Group, Inc. | 0.21% | Add +1.5% | 5,943 | $500K |
| InterOcean Capital Group, LLC | 0.01% | Reduce -8.1% | 5,926 | $498K |
| Cyndeo Wealth Partners, LLC | 0.04% | Reduce -0.7% | 5,896 | $496K |
| Narus Financial Partners, LLC | 0.21% | Add +3.1% | 5,882 | $495K |
| LMCG Investments, LLC | 0.03% | No change | 5,871 | $494K |
| Planning Capital Management Corp | 0.36% | Reduce -0.7% | 5,863 | $493K |
| Adero Partners, LLC | 0.04% | Reduce -0.8% | 5,853 | $492K |
| Moss Adams Wealth Advisors LLC | 0.08% | New | 5,815 | $489K |
| Salomon & Ludwin, LLC | 0.04% | No change | 5,814 | $489K |
| Annapolis Financial Services, LLC | 0.16% | Reduce -64.2% | 5,752 | $484K |
| Cadence Bank | 0.04% | No change | 5,733 | $482K |
| Veracity Capital LLC | 0.19% | Reduce -4.4% | 5,705 | $480K |
| Harbour Capital Advisors, LLC | 0.12% | Reduce -6.8% | 5,769 | $477K |
| Caldwell Sutter Capital, Inc. | 0.23% | Reduce -3.3% | 5,664 | $476K |
| Palisade Asset Management, LLC | 0.05% | Add +4.9% | 5,664 | $476K |
| Freestone Capital Holdings, LLC | 0.02% | Add +6.4% | 5,656 | $476K |
| Sfmg, LLC | 0.04% | Add +2.0% | 5,637 | $474K |
| Ironwood Wealth Management, LLC. | 0.15% | Add +2.3% | 5,617 | $472K |
| Founders Financial Alliance, LLC | 0.14% | Reduce -0.2% | 5,601 | $471K |
| Nicolet Bankshares Inc. | 0.10% | No change | 5,564 | $468K |
| Fourpath Capital Management, LLC | 0.32% | No change | 5,532 | $465K |
| Clarity Capital Partners LLC | 0.30% | Reduce -0.7% | 5,504 | $463K |
| First PREMIER Bank | 0.12% | No change | 5,482 | $461K |
| Register Financial Advisors LLC | 0.24% | Add +0.2% | 5,478 | $461K |
| Blodgett Wealth Advisors, LLC | 0.42% | No change | 5,468 | $460K |
| Capital Investment Advisors, LLC | 0.01% | Reduce -6.9% | 5,453 | $459K |
| Jamison Private Wealth Management, Inc. | 0.08% | New | 5,449 | $458K |
| Advisor OS, LLC | 0.05% | No change | 5,440 | $457K |
| Jaffetilchin Investment Partners, LLC | 0.04% | Add +0.2% | 5,376 | $452K |
| Moors & Cabot, Inc. | 0.02% | No change | 5,376 | $452K |
| 49 Wealth Management, LLC | 0.10% | Add +1.0% | 5,402 | $451K |
| First National Bank & Trust Co. of Newtown | 0.09% | Reduce -12.6% | 5,344 | $449K |
| Carnegie Investment Counsel | 0.01% | Reduce -13.1% | 5,316 | $447K |
| TCI Wealth Advisors, Inc. | 0.04% | Reduce -0.3% | 5,307 | $446K |
| Colonial Trust Advisors | 0.04% | Reduce -64.1% | 5,300 | $446K |
| Callan Capital, LLC | 0.04% | Add +0.1% | 5,283 | $444K |
| Encompass Wealth Advisors, LLC | 0.12% | Add +2.3% | 5,249 | $441K |
| Zhang Financial LLC | 0.03% | Add +0.1% | 5,247 | $441K |
| Financial Advocates Investment Management | 0.03% | Add +9.4% | 5,247 | $441K |
| Campbell Wealth Management | 0.04% | New | 5,237 | $440K |
| Spinnaker Trust | 0.03% | Add +3.0% | 5,202 | $437K |
| Creative Financial Designs Inc. | 0.04% | Reduce -0.4% | 5,190 | $436K |
| SOL Capital Management CO | 0.05% | No change | 5,180 | $436K |
| Summit Trail Advisors, LLC | 0.01% | Add +0.0% | 5,172 | $435K |
| Parsons Capital Management Inc. | 0.03% | No change | 5,156 | $434K |
| Invenio Wealth Partners LLC | 0.23% | Reduce -4.6% | 5,155 | $433K |
| Prosperity Consulting Group, LLC | 0.05% | Add +8.8% | 5,155 | $433K |
| Edge Capital Group, LLC | 0.02% | Add +16.8% | 5,144 | $433K |
| Hirtle & Co., LLC | 0.02% | Add +81.2% | 5,143 | $432K |
| Bordeaux Wealth Advisors LLC | 0.14% | Add +32.4% | 5,118 | $430K |
| Gratus Capital, LLC | 0.02% | No change | 5,100 | $429K |
| Private Capital Management LLC | 0.09% | Add +93.2% | 5,075 | $427K |
| Weil Company, Inc. | 0.17% | No change | 5,036 | $423K |
| American Financial & Tax Strategies Inc. | 0.23% | Reduce -2.0% | 5,031 | $423K |
| Wealthspire Retirement, LLC | 0.04% | Add +0.1% | 5,023 | $422K |
| Diversified Portfolios, Inc. | 0.06% | Reduce -8.2% | 5,020 | $422K |
| Flagship Private Wealth, LLC | 0.27% | Reduce -4.5% | 5,013 | $422K |
| E&G Advisors, LLC | 0.13% | No change | 5,000 | $420K |
| Herold Advisors, Inc. | 0.10% | No change | 5,000 | $420K |
| Valued Retirements, Inc. | 0.67% | No change | 4,990 | $420K |
| SilverOak Wealth Management LLC | 0.10% | No change | 4,986 | $419K |
| Arthur M. Cohen & Associates, LLC | 0.09% | Add +0.1% | 4,983 | $419K |
| HBC Financial Services, PLLC | 0.28% | No change | 5,266 | $418K |
| Castle Wealth Management LLC | 0.22% | Reduce -2.4% | 4,960 | $417K |
| HM Payson & Co. | 0.01% | No change | 4,952 | $416K |
| Flagstone Financial Management | 0.16% | No change | 4,922 | $414K |
| Trexquant Investment LP | 0.01% | Reduce -66.5% | 4,900 | $412K |
| Wealth Dimensions Group, Ltd. | 0.12% | No change | 4,870 | $410K |
| Christensen, King & Associates Investment Services, Inc. | 0.20% | Reduce -2.6% | 4,852 | $408K |
| Sage Financial Management Group, Inc. | 0.19% | Reduce -16.3% | 4,843 | $407K |
| First Financial Corp. | 0.21% | New | 4,840 | $407K |
| GHP Investment Advisors, Inc. | 0.02% | Add +0.1% | 4,836 | $407K |
| Broadview Financial Management, LLC | 0.30% | Reduce -1.3% | 4,832 | $406K |
| Plancorp, LLC | 0.02% | Reduce -8.6% | 4,817 | $405K |
| NCM Capital Management, LLC | 0.23% | No change | 4,801 | $404K |
| Mach-1 Financial Group, LLC | 0.31% | Add +2.7% | 4,786 | $402K |
| Jefferies Financial Group Inc. | 0.01% | No change | 4,740 | $399K |
| Legacy Financial Advisors, Inc. | 0.07% | Reduce -2.1% | 4,716 | $397K |
| Affinity Capital Advisors, LLC | 0.09% | Reduce -1.2% | 4,709 | $396K |
| Arrow Financial Corp | 0.04% | Reduce -4.1% | 4,694 | $395K |
| West Oak Capital, LLC | 0.16% | No change | 4,600 | $387K |
| Holistic Financial Partners | 0.20% | No change | 4,600 | $387K |
| Avantax Planning Partners, Inc. | 0.01% | Add +51.3% | 4,575 | $385K |
| Ascent Group, LLC | 0.03% | No change | 4,574 | $385K |
| Cassia Capital Partners, LLC | 0.26% | No change | 4,564 | $384K |
| Joel Isaacson & Co., LLC | 0.02% | Add +34.0% | 4,561 | $384K |
| PBMares Wealth Management LLC | 0.10% | No change | 4,553 | $383K |
| Howland Capital Management LLC | 0.02% | Reduce -9.9% | 4,549 | $383K |
| King Wealth Management Group | 0.07% | Add +56.7% | 4,520 | $380K |
| Avior Wealth Management, LLC | 0.02% | Add +77.5% | 4,514 | $380K |
| Roble, Belko & Company, Inc | 0.06% | No change | 4,488 | $377K |
| MTM Investment Management, LLC | 0.15% | No change | 4,466 | $376K |
| Kolinsky Wealth Management, LLC | 0.29% | Add +20.1% | 4,459 | $375K |
| Hancock Whitney Corp. | 0.01% | No change | 4,454 | $375K |
| Checchi Capital Advisers, LLC | 0.03% | No change | 4,436 | $373K |
| Phoenix Wealth Advisors | 0.23% | New | 4,435 | $373K |
| Baker Avenue Asset Management, LP | 0.01% | Add +8.8% | 4,435 | $373K |
| BlueChip Wealth Advisors LLC | 0.24% | No change | 4,423 | $372K |
| Rehmann Capital Advisory Group | 0.03% | Reduce -6.9% | 4,393 | $369K |
| HMS Capital Management, LLC | 0.20% | No change | 4,393 | $369K |
| Northeast Investment Management | 0.02% | Reduce -1.2% | 4,391 | $369K |
| HTLF Bank | 0.04% | Add +24.2% | 4,377 | $368K |
| MWA Asset Management | 0.27% | Add +0.9% | 4,374 | $368K |
| Fiduciary Group, LLC | 0.04% | No change | 4,372 | $368K |
| Destiny Wealth Partners, LLC | 0.07% | Reduce -21.9% | 4,371 | $368K |
| Colorado Capital Management, Inc. | 0.21% | No change | 4,365 | $367K |
| West Coast Financial LLC | 0.04% | Reduce -7.5% | 4,364 | $367K |
| Trust Co | 0.05% | Reduce -2.5% | 4,353 | $366K |
| Optas, LLC | 0.10% | No change | 4,345 | $365K |
| Relative Value Partners Group, LLC | 0.02% | No change | 4,743 | $363K |
| Advisory Alpha, LLC | 0.01% | Add +23.5% | 4,315 | $363K |
| Fortitude Advisory Group L.L.C. | 0.20% | No change | 4,310 | $362K |
| Valley National Advisers Inc. | 0.05% | Reduce -4.4% | 4,284 | $360K |
| Willow Creek Wealth Management Inc. | 0.04% | Reduce -5.8% | 4,273 | $359K |
| Quantinno Capital Management LP | 0.01% | New | 4,245 | $357K |
| Guidance Point Advisors, LLC | 0.12% | New | 4,242 | $357K |
| Patriot Financial Group Insurance Agency, LLC | 0.06% | Add +2.7% | 4,240 | $357K |
| Bouchey Financial Group, Ltd. | 0.04% | No change | 4,229 | $356K |
| Aaron Wealth Advisors LLC | 0.05% | Reduce -5.8% | 4,222 | $355K |
| Truepoint, Inc. | 0.01% | No change | 4,219 | $355K |
| Peddock Capital Advisors, LLC | 0.09% | No change | 4,201 | $353K |
| Wellington Management Group LLP | 0.00% | No change | 4,200 | $353K |
| Sentinel Trust Co. Lba | 0.05% | No change | 4,165 | $350K |
| Arbor Investment Advisors, LLC | 0.05% | No change | 4,161 | $350K |
| Hohimer Wealth Management, LLC | 0.08% | No change | 4,150 | $349K |
| Versant Capital Management, Inc | 0.10% | Reduce -16.0% | 4,144 | $348K |
| First Personal Financial Services | 0.08% | Reduce -1.6% | 4,144 | $348K |
| Bernardo Wealth Planning LLC | 0.10% | Reduce -5.3% | 4,132 | $347K |
| ARS Wealth Advisors Group, LLC | 0.05% | Add +0.0% | 4,112 | $346K |
| Flagship Harbor Advisors, LLC | 0.02% | Add +13.9% | 4,110 | $346K |
| Old Mission Investment Co LLC | 0.12% | No change | 4,100 | $345K |
| Mitchell McLeod Pugh & Williams Inc. | 0.08% | Reduce -0.4% | 4,080 | $343K |
| Bell Bank | 0.03% | No change | 4,073 | $342K |
| Lutz Financial Services LLC | 0.03% | No change | 4,068 | $342K |
| Heck Capital Advisors, LLC | 0.05% | No change | 4,047 | $340K |
| Aprio Wealth Management, LLC | 0.07% | New | 4,043 | $340K |
| WealthShield Partners, LLC | 0.05% | Reduce -29.1% | 4,035 | $339K |
| Biltmore Family Office, LLC | 0.07% | No change | 4,000 | $336K |
| Magnus Financial Group LLC | 0.04% | Add +8.1% | 3,988 | $335K |
| KMG Fiduciary Partners, LLC | 0.03% | Add +2.4% | 3,976 | $334K |
| Peak Asset Management, LLC | 0.07% | No change | 3,975 | $334K |
| Spirepoint Private Client, LLC | 0.05% | — | 3,975 | $334K |
| Prairie Wealth Advisors, Inc. | 0.16% | — | 3,960 | $333K |
| JGP Wealth Management, LLC | 0.05% | Add +15.5% | 3,951 | $332K |
| Community Bank of Raymore | 0.16% | No change | 3,929 | $330K |
| Total Clarity Wealth Management, Inc. | 0.11% | Reduce -21.5% | 3,914 | $329K |
| McClarren Financial Advisors, Inc. | 0.24% | No change | 3,889 | $328K |
| CPA Asset Management Group, LLC | 0.18% | No change | 3,899 | $328K |
| Fairman Group, LLC | 0.31% | Add +0.1% | 3,871 | $326K |
| Unionview, LLC | 0.27% | Add +0.2% | 3,838 | $323K |
| Relyea Zuckerberg Hanson LLC | 0.06% | Add +41.3% | 3,835 | $322K |
| PACK Private Wealth, LLC | 0.20% | No change | 3,822 | $321K |
| Betterment LLC | 0.00% | Add +6.2% | 3,821 | $321K |
| Financial Alternatives, Inc | 0.25% | No change | 3,814 | $321K |
| CW Advisors, LLC | 0.01% | Reduce -15.6% | 3,804 | $320K |
| V2 Financial group LLC | 0.22% | No change | 3,800 | $320K |
| Evermay Wealth Management LLC | 0.05% | No change | 3,784 | $318K |
| Mgo One Seven LLC | 0.02% | Add +4.8% | 3,769 | $317K |
| Global Strategic Investment Solutions, LLC | 0.04% | Add +0.3% | 3,728 | $313K |
| Fragasso Financial Advisors Inc | 0.03% | Add +19.8% | 3,714 | $312K |
| Belpointe Asset Management LLC | 0.02% | Add +25.8% | 3,712 | $312K |
| IMS Capital Management | 0.14% | No change | 3,700 | $311K |
| Fund Evaluation Group, LLC | 0.02% | No change | 3,681 | $310K |
| Kavar Capital Partners Group, LLC | 0.06% | Reduce -51.2% | 3,686 | $310K |
| First Manhattan Co. Llc. | 0.00% | No change | 3,686 | $310K |
| United Community Bank | 0.12% | No change | 3,681 | $310K |
| Mission Creek Capital Partners, Inc. | 0.08% | Add +2.2% | 3,680 | $309K |
| Penobscot Investment Management Company, Inc. | 0.03% | No change | 3,678 | $309K |
| Landmark Wealth Management, LLC | 0.14% | Reduce -0.2% | 3,660 | $308K |
| Sax Wealth Advisors, LLC | 0.04% | Reduce -3.5% | 3,639 | $306K |
| Abundance Wealth Counselors | 0.07% | No change | 3,598 | $303K |
| Capital Analysts, LLC | 0.01% | Add +0.1% | 3,612 | $303K |
| GC Wealth Management RIA, LLC | 0.06% | No change | 3,600 | $303K |
| Poehling Capital Management, INC. | 0.08% | Add +16.6% | 3,588 | $302K |
| Atlantic Edge Private Wealth Management, LLC | 0.10% | No change | 3,586 | $302K |
| D. Scott Neal, Inc. | 0.20% | No change | 3,560 | $299K |
| Adirondack Trust Co. | 0.13% | No change | 3,557 | $299K |
| Partners in Financial Planning | 0.07% | Add +0.2% | 3,547 | $298K |
| Victory Financial Group, LLC | 0.18% | No change | 3,544 | $298K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +12.9% | 3,540 | $298K |
| Marks Group Wealth Management, Inc | 0.03% | Add +0.3% | 3,518 | $296K |
| Topel & Distasi Wealth Management, LLC | 0.13% | Reduce -6.3% | 3,514 | $295K |
| Petix & Botte Co | 0.07% | New | 3,514 | $295K |
| CRA Financial Services, LLC | 0.06% | Reduce -2.4% | 3,486 | $293K |
| World Investment Advisors | 0.04% | Reduce -58.0% | 3,483 | $293K |
| Boston Common Asset Management, LLC | 0.01% | No change | 3,444 | $290K |
| Bruce G. Allen Investments, LLC | 0.24% | Add +0.3% | 3,439 | $289K |
| Trail Ridge Investment Advisors, LLC | 0.16% | No change | 3,432 | $289K |
| Vestmark Advisory Solutions, Inc. | 0.01% | Reduce -22.3% | 3,419 | $288K |
| Acima Private Wealth, LLC | 0.11% | No change | 3,404 | $286K |
| Vantage Financial Partners, LLC | 0.08% | Reduce -3.4% | 3,403 | $286K |
| Tortoise Investment Management, LLC | 0.03% | No change | 3,400 | $286K |
| Riverview Trust Co | 0.22% | No change | 3,395 | $285K |
| Waterfront Wealth Inc. | 0.08% | No change | 3,537 | $284K |
| WealthCollab, LLC | 0.21% | No change | 3,366 | $283K |
| Enzi Wealth | 0.13% | Reduce -1.0% | 3,555 | $283K |
| Detalus Advisors, LLC | 0.10% | Reduce -0.6% | 3,361 | $283K |
| James J. Burns & Company, LLC | 0.10% | Reduce -55.1% | 3,414 | $282K |
| LBMC Investment Advisors, LLC | 0.02% | Add +0.0% | 3,347 | $281K |
| Von Berge Wealth Management Group, LLC | 0.18% | No change | 3,310 | $278K |
| O'ROURKE & COMPANY, Inc | 0.16% | No change | 3,299 | $277K |
| Marino, Stram & Associates LLC | 0.07% | Add +0.2% | 3,290 | $277K |
| Everhart Financial Group, Inc. | 0.08% | Reduce -19.1% | 3,289 | $277K |
| Macroview Investment Management LLC | 0.31% | Add +58.3% | 3,287 | $276K |
| Meridian Investment Counsel Inc. | 0.09% | No change | 3,275 | $275K |
| Cordgrass Capital Advisors, LLC | 0.09% | No change | 3,250 | $273K |
| LVZ, Inc. | 0.04% | No change | 3,249 | $273K |
| New Covenant Trust Company, N.A. | 0.27% | — | 3,248 | $273K |
| Tennessee Valley Asset Management Partners | 0.07% | Reduce -37.2% | 3,247 | $273K |
| Vaughan David Investments LLC | 0.01% | No change | 3,194 | $269K |
| Enterprise Bank & Trust Co | 0.09% | Reduce -0.8% | 3,190 | $268K |
| Clear Creek Financial Management, LLC | 0.03% | Reduce -0.3% | 3,176 | $267K |
| AlTi Global, Inc. | 0.01% | Add +2.8% | 3,173 | $267K |
| Romano Brothers and Company | 0.04% | No change | 3,170 | $267K |
| Park Place Capital Corp | 0.10% | Reduce -23.6% | 3,165 | $266K |
| Formidable Asset Management, LLC | 0.04% | No change | 3,160 | $266K |
| TFG Advisers LLC | 0.10% | Reduce -3.8% | 3,160 | $266K |
| Townsend Asset Management Corp. /NC/ | 0.11% | Add +0.1% | 3,146 | $265K |
| Strategic Blueprint, LLC | 0.02% | Add +19.3% | 3,143 | $264K |
| Merit Financial Group, LLC | 0.01% | Reduce -13.7% | 3,255 | $263K |
| Emerald Advisors, LLC | 0.05% | No change | 3,117 | $262K |
| Fairfield, Bush & Co. | 0.15% | No change | 3,098 | $261K |
| Marble Harbor Investment Counsel, LLC | 0.03% | No change | 3,095 | $260K |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 0.04% | No change | 3,084 | $259K |
| Savvy Advisors, Inc. | 0.15% | Add +0.1% | 3,083 | $259K |
| Brookstone Capital Management | 0.00% | Add +17.7% | 3,077 | $259K |
| Octavia Wealth Advisors, LLC | 0.04% | Reduce -5.8% | 3,075 | $259K |
| Kingswood Wealth Advisors, LLC | 0.03% | Reduce -2.9% | 3,068 | $258K |
| SignalPoint Asset Management, LLC | 0.07% | No change | 3,063 | $258K |
| Trust Co. of Vermont | 0.01% | Reduce -27.8% | 3,060 | $257K |
| Ulland Investment Advisors, LLC | 0.21% | Reduce -7.3% | 3,060 | $257K |
| Objectivity Squared, LLC | 0.23% | Add +0.3% | 3,135 | $257K |
| Guyasuta Investment Advisors Inc. | 0.02% | No change | 3,300 | $257K |
| Great Oak Capital Partners, LLC | 0.11% | No change | 3,049 | $256K |
| Main Line Retirement Advisors, LLC | 0.20% | Add +0.3% | 3,043 | $256K |
| Hilltop Partners LLC | 0.09% | Add +0.1% | 3,033 | $255K |
| 1834 Investment Advisors Co. | 0.03% | No change | 3,028 | $255K |
| Weaver Consulting Group | 0.09% | No change | 3,024 | $254K |
| Pacific Sun Financial Corp | 0.15% | No change | 3,020 | $254K |
| Members Advisory Group LLC | 0.14% | New | 3,016 | $254K |
| Signaturefd, LLC | 0.01% | No change | 3,015 | $254K |
| Royal Harbor Partners, LLC | 0.11% | Add +2.2% | 3,014 | $253K |
| Galvin, Gaustad & Stein, LLC | 0.02% | No change | 3,014 | $253K |
| Townsquare Capital LLC | 0.00% | Reduce -8.9% | 3,009 | $253K |
| One Day In July LLC | 0.03% | Add +0.4% | 3,008 | $253K |
| Eclectic Associates Inc. | 0.12% | No change | 3,000 | $252K |
| DHJJ Financial Advisors, Ltd. | 0.11% | No change | 3,000 | $252K |
| Alpha Omega Wealth Management LLC | 0.05% | No change | 2,998 | $252K |
| Family Investment Center, Inc. | 0.08% | No change | 2,992 | $252K |
| Grey Ledge Advisors, LLC | 0.07% | No change | 2,975 | $250K |
| Flaharty Asset Management, LLC | 0.04% | Reduce -4.8% | 2,975 | $250K |
| Equita Financial Network, Inc. | 0.11% | Reduce -35.8% | 2,975 | $250K |
| Fairhaven Wealth Management, LLC | 0.09% | No change | 2,958 | $249K |
| Good Life Advisors, LLC | 0.02% | Add +2.1% | 2,946 | $248K |
| First Bank & Trust | 0.05% | No change | 2,943 | $247K |
| TCTC Holdings, LLC | 0.01% | No change | 2,934 | $247K |
| RFG Advisory, LLC | 0.01% | Add +0.2% | 2,931 | $246K |
| Apexium Financial, LP | 0.02% | Reduce -63.9% | 2,922 | $246K |
| Fernwood Investment Management, LLC | 0.07% | No change | 2,920 | $246K |
| International Assets Investment Management, LLC | 0.03% | Reduce -16.3% | 2,935 | $245K |
| ProVise Management Group, LLC | 0.02% | Reduce -15.1% | 2,914 | $245K |
| TAGStone Capital, Inc. | 0.14% | No change | 2,915 | $245K |
| TruWealth Advisors, LLC | 0.02% | Reduce -3.5% | 2,905 | $244K |
| Ledyard National Bank | 0.02% | Add +9.6% | 2,891 | $243K |
| Hazlett, Burt & Watson, Inc. | 0.15% | Add +534.0% | 2,891 | $243K |
| Fidelity D & D Bancorp Inc. | 0.18% | Reduce -25.2% | 2,889 | $243K |
| Olistico Wealth, LLC | 0.17% | Add +0.1% | 2,861 | $241K |
| Davis Investment Partners, LLC | 0.10% | No change | 2,868 | $239K |
| GW&K Investment Management, LLC | 0.00% | No change | 2,836 | $238K |
| Front Row Advisors LLC | 0.09% | Add +34.4% | 2,815 | $237K |
| Horan Securities, Inc. | 0.11% | Reduce -21.5% | 2,800 | $235K |
| Perkins Coie Trust Co | 0.06% | No change | 2,800 | $235K |
| American Money Management, LLC | 0.05% | No change | 2,800 | $235K |
| PCA Investment Advisory Services Inc. | 0.13% | New | 2,799 | $235K |
| Stephenson & Company, Inc. | 0.17% | Add +3.5% | 2,795 | $235K |
| Scotia Capital Inc. | 0.00% | Reduce -0.2% | 2,763 | $232K |
| Marion Wealth Management | 0.07% | No change | 2,750 | $231K |
| Madden Advisory Services, Inc. | 0.12% | Add +0.0% | 2,736 | $230K |
| First Heartland Consultants, Inc. | 0.02% | New | 2,729 | $229K |
| HighMark Wealth Management LLC | 0.14% | No change | 2,722 | $229K |
| NBT Bank, N.A. | 0.02% | Add +0.2% | 2,722 | $229K |
| Clayton Financial Group LLC | 0.10% | New | 2,720 | $229K |
| CWA Asset Management Group, LLC | 0.01% | New | 2,714 | $228K |
| DGS Capital Management, LLC | 0.06% | Add +0.4% | 2,712 | $228K |
| PGIM Custom Harvest LLC | 0.01% | New | 2,711 | $228K |
| Gradient Investments LLC | 0.01% | Reduce -0.2% | 2,707 | $228K |
| Aspen Investment Management Inc | 0.12% | New | 2,700 | $227K |
| Wealth Group Ltd | 0.07% | No change | 2,753 | $227K |
| jvl associates llc | 0.09% | No change | 2,676 | $225K |
| NBW Capital LLC | 0.05% | Reduce -30.4% | 2,671 | $225K |
| Vickerman Investment Advisors, Inc. | 0.07% | Reduce -1.8% | 2,665 | $224K |
| MainStreet Investment Advisors LLC | 0.03% | No change | 2,660 | $224K |
| Security Financial Services, INC. | 0.05% | New | 2,658 | $224K |
| Mason Investment Advisory Services, Inc. | 0.02% | No change | 2,656 | $223K |
| SageView Advisory Group, LLC | 0.01% | Reduce -92.8% | 1,245 | $223K |
| Silverleafe Capital Partners, LLC | 0.09% | New | 2,640 | $222K |
| Thrive Wealth Management, LLC | 0.05% | Add +0.0% | 2,633 | $221K |
| Strategic Wealth Partners, Ltd. | 0.02% | New | 2,615 | $220K |
| Burney Co./ | 0.01% | No change | 2,600 | $219K |
| Sather Financial Group Inc | 0.02% | Reduce -19.9% | 2,598 | $218K |
| ICONIQ Capital, LLC | 0.00% | No change | 2,595 | $218K |
| Hyman Charles D | 0.01% | No change | 2,595 | $218K |
| Horizons Wealth Management | 0.14% | No change | 2,793 | $217K |
| FSM Wealth Advisors, LLC | 0.08% | New | 2,570 | $216K |
| Transamerica Financial Advisors, LLC | 0.02% | Reduce -98.9% | 2,555 | $215K |
| Summit X, LLC | 0.05% | Reduce -0.7% | 2,548 | $214K |
| Signal Advisors Wealth, LLC | 0.05% | New | 2,545 | $214K |
| Cibc World Market Inc. | 0.00% | New | 2,527 | $212K |
| Aua Capital Management, LLC | 0.12% | New | 2,519 | $212K |
| Wedbush Securities Inc. | 0.01% | New | 2,512 | $211K |
| Monte Financial Group, LLC | 0.09% | Reduce -31.5% | 2,500 | $210K |
| ARS Investment Partners, LLC | 0.02% | New | 2,500 | $210K |
| Vawter Financial, Ltd. | 0.15% | New | 2,492 | $210K |
| Main Street Financial Solutions, LLC | 0.02% | New | 2,488 | $209K |
| Personal Cfo Solutions, LLC | 0.03% | Reduce -15.3% | 2,486 | $209K |
| Institute for Wealth Management, LLC. | 0.03% | New | 2,484 | $209K |
| Hillman Capital Management, Inc. | 0.07% | Add +0.1% | 2,476 | $208K |
| Covenant Partners, LLC | 0.06% | No change | 2,469 | $208K |
| McAdam, LLC | 0.01% | New | 2,469 | $208K |
| Willis Johnson & Associates, Inc. | 0.02% | New | 2,462 | $207K |
| Facet Wealth, Inc. | 0.01% | Reduce -31.7% | 2,532 | $207K |
| Keystone Wealth Services, LLC | 0.07% | New | 2,456 | $207K |
| Monterey Private Wealth, Inc. | 0.08% | New | 2,452 | $206K |
| Associated Banc-Corp | 0.01% | New | 2,441 | $205K |
| 17 Capital Partners, LLC | 0.15% | New | 2,440 | $205K |
| Claro Advisors Inc. | 0.04% | Reduce -18.5% | 2,440 | $205K |
| Crestwood Advisors Group, LLC | 0.00% | New | 2,425 | $204K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -12.3% | 2,424 | $204K |
| First Trust Direct Indexing L.P. | 0.02% | New | 2,416 | $203K |
| Abner Herrman & Brock LLC | 0.03% | Reduce -50.7% | 2,409 | $203K |
| O'Brien Wealth Partners LLC | 0.05% | Reduce -35.9% | 2,406 | $202K |
| Frisch Financial Group, Inc. | 0.07% | New | 2,399 | $202K |
| Cassady Schiller Wealth Management, LLC | 0.09% | No change | 2,400 | $202K |
| Mairs & Power Inc. | 0.00% | New | 2,385 | $201K |
| Bollard Group LLC | 0.01% | Add +0.1% | 2,333 | $196K |
| DiNuzzo Private Wealth, Inc. | 0.03% | No change | 2,325 | $196K |
| Avalon Trust Co | 0.02% | No change | 2,300 | $193K |
| Blue Chip Partners, LLC | 0.02% | Add +0.2% | 2,288 | $192K |
| Parkside Financial Bank & Trust | 0.03% | Add +322.8% | 2,266 | $191K |
| Silver Oak Securities, Incorporated | 0.03% | New | 2,261 | $190K |
| AdvisorNet Financial, Inc | 0.02% | Add +34.5% | 2,232 | $188K |
| Union Savings Bank | 0.10% | No change | 2,220 | $187K |
| EverSource Wealth Advisors, LLC | 0.01% | Add +118.2% | 2,285 | $182K |
| Carolinas Wealth Consulting LLC | 0.04% | Add +0.2% | 2,124 | $179K |
| Rothschild Investment LLC | 0.01% | Reduce -1.3% | 2,057 | $173K |
| Ballast Advisors LLC | 0.06% | Reduce -3.0% | 2,044 | $172K |
| Voisard Asset Management Group, Inc. | 0.10% | No change | 2,038 | $171K |
| Laurel Wealth Advisors LLC | 0.03% | No change | 2,016 | $170K |
| Manchester Capital Management LLC | 0.02% | No change | 2,000 | $168K |
| Capital Advisors, Ltd. LLC | 0.02% | No change | 1,957 | $165K |
| Westwind Capital | 0.04% | No change | 1,943 | $163K |
| Balentine LLC | 0.00% | Reduce -4.5% | 1,933 | $163K |
| Mill Capital Management, LLC | 0.01% | Reduce -78.7% | 1,870 | $157K |
| FWL Investment Management, LLC | 0.09% | No change | 1,860 | $156K |
| Balefire, LLC | 0.06% | No change | 1,860 | $156K |
| Tyler-Stone Wealth Management | 0.07% | No change | 1,803 | $152K |
| LGT Financial Advisors LLC | 0.17% | Add +0.3% | 1,739 | $146K |
| FSA Wealth Management LLC | 0.06% | No change | 1,711 | $144K |
| BOK Financial Private Wealth, Inc. | 0.01% | Reduce -1.2% | 1,682 | $141K |
| Hamilton Point Investment Advisors, LLC | 0.03% | No change | 1,672 | $141K |
| Provenance Wealth Advisors, LLC | 0.02% | No change | 1,649 | $139K |
| Cornerstone Planning Group LLC | 0.04% | Reduce -2.4% | 1,653 | $134K |
| Mechanics Financial Corp | 0.07% | Reduce -13.9% | 1,554 | $131K |
| CVA Family Office, LLC | 0.02% | Add +0.1% | 1,539 | $129K |
| Financial Freedom, LLC | 0.08% | Add +0.1% | 1,522 | $128K |
| IFP Advisors, Inc | 0.01% | Add +13.4% | 1,518 | $128K |
| Bogart Wealth, LLC | 0.01% | Add +1.0% | 1,493 | $126K |
| Mine & Arao Wealth Creation & Management, LLC. | 0.06% | No change | 1,472 | $124K |
| LRI Investments, LLC | 0.03% | — | 1,460 | $123K |
| CNB Bank | 0.06% | Reduce -12.3% | 1,425 | $120K |
| Elevation Wealth Partners, LLC | 0.06% | No change | 1,404 | $118K |
| Qube Research & Technologies Ltd | 0.00% | Add +48.1% | 1,397 | $117K |
| Morris Financial Concepts, Inc. | 0.06% | No change | 1,364 | $115K |
| Vermillion & White Wealth Management Group, LLC | 0.09% | Reduce -3.6% | 1,326 | $112K |
| Glen Eagle Advisors, LLC | 0.02% | Add +1.2% | 1,308 | $110K |
| Motco | 0.01% | No change | 1,308 | $110K |
| Garde Capital, Inc. | 0.01% | New | 1,266 | $106K |
| Marquette Associates, Inc. | 0.07% | Add +265.1% | 1,256 | $106K |
| Gilliland Jeter Wealth Management LLC | 0.04% | New | 1,253 | $105K |
| Colonial Trust Co / SC | 0.02% | No change | 1,250 | $105K |
| Arcadia Investment Advisors LLC | 0.06% | No change | 1,240 | $104K |
| Creative Capital Management Investments LLC | 0.05% | No change | 1,200 | $101K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | Reduce -10.9% | 1,209 | $96K |
| Bellevue Asset Management, LLC | 0.05% | Add +142.8% | 1,141 | $96K |
| Anchor Investment Management, LLC | 0.01% | No change | 1,137 | $96K |
| Concourse Financial Group Securities, Inc. | 0.01% | Reduce -26.6% | 1,131 | $95K |
| Capital Investment Counsel, Inc | 0.02% | No change | 1,114 | $94K |
| Norwood Financial Corp | 0.13% | Reduce -8.3% | 1,100 | $92K |
| Financial Perspectives, Inc | 0.03% | No change | 1,074 | $90K |
| Farther Finance Advisors, LLC | 0.01% | Add +18.6% | 1,077 | $90K |
| National Bank of Canada | 0.00% | No change | 1,080 | $89K |
| Dunhill Financial, LLC | 0.07% | Add +0.1% | 1,065 | $89K |
| Koesten, Hirschmann & Crabtree, INC. | 0.06% | No change | 1,050 | $88K |
| Capital Investment Advisory Services, LLC | 0.01% | Add +1.2% | 1,049 | $88K |
| Coston, McIsaac & Partners | 0.03% | No change | 1,052 | $88K |
| West Financial Advisors, LLC | 0.02% | No change | 1,040 | $87K |
| Headlands Technologies LLC | 0.02% | Reduce -4.8% | 1,036 | $87K |
| Edmond DE Rothschild Holding S.A. | 0.00% | No change | 938 | $79K |
| Woodmont Investment Counsel LLC | 0.01% | New | 928 | $78K |
| Asset Dedication, LLC | 0.01% | No change | 839 | $70K |
| Pittenger & Anderson Inc. | 0.00% | No change | 766 | $64K |
| Robinson Capital Management, LLC | 0.02% | Add +68.4% | 800 | $64K |
| Cetera Trust Company, N.A | 0.04% | Reduce -16.7% | 750 | $63K |
| Barrett & Company, Inc. | 0.03% | No change | 749 | $63K |
| Washington Trust Advisors, Inc. | 0.01% | No change | 711 | $60K |
| Ransom Advisory, Ltd | 0.03% | — | 706 | $59K |
| Bfsg, LLC | 0.01% | New | 706 | $59K |
| GPS Wealth Strategies Group, LLC | 0.01% | Add +14.1% | 703 | $59K |
| Archer Investment Corp | 0.02% | Reduce -54.4% | 702 | $59K |
| Naples Money Management LLC | 0.06% | No change | 700 | $59K |
| Realta Investment Advisors | 0.01% | New | 682 | $57K |
| Cedar Mountain Advisors, LLC | 0.01% | No change | 661 | $56K |
| Morling Financial Advisors, LLC | 0.03% | No change | 612 | $51K |
| Lowe Wealth Advisors, LLC | 0.02% | Reduce -33.3% | 600 | $50K |
| Beacon Capital Management, LLC | 0.01% | No change | 600 | $50K |
| Bank of New Hampshire | 0.01% | No change | 500 | $42K |
| Pin Oak Investment Advisors Inc. | 0.04% | No change | 504 | $42K |
| AllSquare Wealth Management LLC | 0.02% | No change | 480 | $40K |
| Beaird Harris Wealth Management, LLC | 0.00% | New | 471 | $40K |
| Oliver Lagore Vanvalin Investment Group | 0.01% | Reduce -64.6% | 468 | $39K |
| Rise Advisors, LLC | 0.02% | Add +0.2% | 463 | $39K |
| Pacific Center for Financial Services | 0.01% | No change | 448 | $38K |
| Clear Point Advisors Inc. | 0.03% | No change | 432 | $36K |
| Glass Jacobson Investment Advisors llc | 0.01% | Reduce -80.4% | 419 | $35K |
| Raleigh Capital Management Inc. | 0.02% | No change | 417 | $35K |
| NFSG Corp | 0.02% | Reduce -44.8% | 416 | $35K |
| Criterion Capital Advisors, LLC | 0.02% | No change | 416 | $35K |
| ICA Group Wealth Management, LLC | 0.01% | Add +61.9% | 408 | $34K |
| Mascoma Wealth Management LLC | 0.01% | No change | 406 | $34K |
| Householder Group Estate & Retirement Specialist, LLC | 0.01% | Reduce -10.5% | 402 | $34K |
| Wolff Wiese Magana LLC | 0.03% | No change | 395 | $33K |
| Breakwater Investment Management | 0.01% | — | 388 | $33K |
| Key Financial Inc | 0.01% | No change | 388 | $33K |
| Cardiff Park Advisors, LLC | 0.00% | No change | 380 | $32K |
| Financial Synergies Wealth Advisors, Inc. | 0.00% | Add +120.9% | 380 | $32K |
| Northwest Capital Management Inc | 0.01% | No change | 373 | $31K |
| First Command Advisory Services, Inc. | 0.00% | No change | 366 | $31K |
| Future Financial Wealth Managment LLC | 0.02% | New | 343 | $29K |
| Silicon Valley Capital Partners | 0.00% | Add +0.3% | 336 | $28K |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 359 | $28K |
| SJS Investment Consulting Inc. | 0.01% | No change | 325 | $27K |
| Highline Wealth Partners LLC | 0.01% | Add +22.7% | 324 | $27K |
| Financial Gravity Asset Management, Inc. | 0.01% | Reduce -95.0% | 332 | $26K |
| Northwest Bank & Trust Co | 0.02% | Reduce -86.2% | 320 | $25K |
| Peoples Financial Services Corp. | 0.01% | No change | 300 | $25K |
| Godsey & Gibb, Inc. | 0.00% | No change | 300 | $25K |
| LifeSteps Financial, Inc. | 0.02% | New | 292 | $25K |
| Running Point Capital Advisors, LLC | 0.01% | No change | 268 | $23K |
| Sage Mountain Advisors LLC | 0.00% | No change | 267 | $22K |
| Private Wealth Management Group, LLC | 0.01% | New | 265 | $22K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | No change | 262 | $22K |
| Howe & Rusling Inc. | 0.00% | No change | 257 | $22K |
| Institutional & Family Asset Management, LLC | 0.00% | No change | 256 | $22K |
| Global Assets Advisory, LLC | 0.01% | New | 236 | $20K |
| Atticus Wealth Management, LLC | 0.01% | Reduce -50.0% | 228 | $19K |
| Westside Investment Management, Inc. | 0.00% | No change | 228 | $19K |
| Global Trust Asset Management, LLC | 0.01% | No change | 225 | $19K |
| Transcendent Capital Group LLC | 0.01% | Reduce -32.7% | 208 | $18K |
| Main Management LLC | 0.00% | No change | 200 | $17K |
| Custom Portfolio Group LLC | 0.01% | No change | 200 | $17K |
| Orion Capital Management LLC | 0.01% | Reduce -10.7% | 200 | $17K |
| Clearstead Trust, LLC | 0.00% | New | 200 | $17K |
| M&R Capital Management Inc. | 0.00% | No change | 200 | $17K |
| Aspire Wealth Management Corp | 0.01% | Add +144.4% | 198 | $17K |
| Gables Capital Management Inc. | 0.01% | No change | 190 | $16K |
| Clear Investment Research, LLC | 0.02% | Add +0.5% | 188 | $16K |
| Vima LLC | 0.02% | No change | 225 | $16K |
| McIlrath & Eck, LLC | 0.00% | No change | 182 | $15K |
| American Capital Advisory, LLC | 0.01% | No change | 211 | $15K |
| Eukles Asset Management | 0.01% | No change | 166 | $14K |
| West Branch Capital LLC | 0.01% | No change | 160 | $13K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.00% | New | 156 | $13K |
| FinTrust Capital Advisors, LLC | 0.00% | No change | 151 | $13K |
| SRH Advisors, LLC | 0.00% | No change | 144 | $12K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -75.1% | 135 | $11K |
| Wetzel Investment Advisors, Inc. | 0.01% | No change | 137 | $11K |
| NWK Group, Inc. | 0.01% | No change | 128 | $11K |
| Eagle Bay Advisors LLC | 0.00% | Reduce -9.3% | 88 | $7K |
| Truvestments Capital LLC | 0.00% | New | 87 | $7K |
| Hilltop National Bank | 0.00% | — | 87 | $7K |
| Allspring Global Investments Holdings, LLC | 0.00% | Reduce -99.7% | 82 | $7K |
| Sound Income Strategies, LLC | 0.00% | Reduce -67.7% | 76 | $6K |
| Peoples Bank | 0.00% | No change | 71 | $6K |
| St Germain D J Co. Inc. | 0.00% | New | 70 | $6K |
| SYM FINANCIAL Corp | 0.00% | Reduce -45.8% | 64 | $5K |
| Benjamin Edwards Inc. | 0.00% | Reduce -57.4% | 55 | $5K |
| WR Wealth Planners, LLC | 0.00% | New | 59 | $5K |
| Signature Resources Capital Management, LLC | 0.00% | No change | 61 | $5K |
| Caitlin John, LLC | 0.00% | No change | 56 | $5K |
| Semmax Financial Advisors Inc. | 0.00% | New | 54 | $4K |
| Hartford Financial Management Inc. | 0.00% | No change | 50 | $4K |
| Creekmur Asset Management LLC | 0.00% | Reduce -93.3% | 42 | $4K |
| Tucker Asset Management LLC | 0.00% | Add +2000.0% | 42 | $4K |
| BBJS Financial Advisors, LLC | 0.00% | No change | 40 | $3K |
| Abound Wealth Management | 0.00% | No change | 39 | $3K |
| Castleview Partners, LLC | 0.00% | No change | 31 | $3K |
| Rosenberg Matthew Hamilton | 0.00% | New | 26 | $2K |
| Atwood & Palmer Inc. | 0.00% | New | 25 | $2K |
| Global Wealth Strategies & Associates | 0.00% | New | 21 | $2K |
| Kelly Financial Services LLC | 0.00% | Add +15.4% | 15 | $1K |
| Aspire Private Capital, LLC | 0.00% | Reduce -97.4% | 9 | $757 |
| Performa Ltd (US), LLC | 0.00% | No change | 1 | $84 |
"% of holder's portfolio" is IWR's weight in each manager's 13F, not the share of iShares Russell Mid-Cap ETF the manager owns.