iShares Russell Mid-Cap ETFIWRETF
13F holders, Q2 2024 (June 30)1,245holders −9
68new positions
79sold out
5famous investors
$80.97avg. 13F price*
At the end of Q2 2024, 1,245 institutions reported holding iShares Russell Mid-Cap ETF (IWR) in their 13F filings, down 9 from Q1 2024. 68 opened new positions and 79 sold out. The largest holders were Bank of America Corp. ($4.7B), Jones Financial Companies LLLP ($3.3B) and Wells Fargo & Company ($2.7B). 5 famous investors held it, including Jeff Smith (0.6% of Starboard Value's portfolio), Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'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 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 68 | $203.1M |
| Exits | 79 | $32.3M |
All 13F filers, Q1 2024 → Q2 2024: 25,106,528 shares bought and 6,525,432 shares sold, net +18,581,096 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,245 holders
| Bank of America Corp. | 0.46% | Add +0.0% | 58,536,117 | $4.7B |
| Jones Financial Companies LLLP | 3.87% | Add +67.6% | 41,272,200 | $3.3B |
| Wells Fargo & Company | 0.70% | Reduce -1.7% | 33,412,748 | $2.7B |
| US Bancorp \de | 2.35% | Add +0.8% | 21,249,473 | $1.7B |
| PNC Financial Services Group, Inc. | 0.74% | Reduce -2.2% | 13,719,560 | $1.1B |
| Northern Trust Corp. | 0.12% | Add +0.1% | 9,042,486 | $733.2M |
| Baird Financial Group, Inc. | 1.36% | Add +2.3% | 8,105,375 | $657.2M |
| Morgan Stanley | 0.05% | Reduce -0.7% | 7,457,831 | $604.7M |
| Bank of New York Mellon Corp | 0.11% | Reduce -7.5% | 7,360,828 | $596.8M |
| JPMorgan Chase & Co. | 0.05% | Reduce -1.2% | 6,861,195 | $556.3M |
| UBS Group AG | 0.13% | Reduce -4.7% | 5,173,187 | $419.4M |
| Tiaa Trust, National Association | 1.13% | Reduce -9.9% | 4,498,401 | $364.7M |
| Ameriprise Financial Inc. | 0.10% | Reduce -2.9% | 4,442,809 | $360.3M |
| Envestnet Asset Management Inc. | 0.12% | Add +1.0% | 4,403,601 | $357.0M |
| Envestnet Portfolio Solutions, Inc. | 1.12% | Add +2.5% | 3,966,679 | $321.6M |
| AMG National Trust Bank | 8.44% | Add +2.0% | 3,846,913 | $311.9M |
| Truist Financial Corp. | 0.45% | Reduce -2.1% | 3,675,379 | $298.0M |
| Goldman Sachs Group Inc. | 0.05% | Add +0.2% | 3,389,153 | $274.8M |
| LPL Financial LLC | 0.13% | Add +2.8% | 3,130,891 | $253.9M |
| FMR LLC | 0.01% | Add +0.8% | 2,809,829 | $227.8M |
| Johnson Investment Counsel Inc. | 2.01% | Add +6.2% | 2,358,594 | $191.2M |
| CIBC Private Wealth Group LLC | 0.35% | Reduce -1.5% | 2,278,843 | $184.3M |
| Fifth Third Bancorp | 0.70% | Reduce -1.6% | 2,253,257 | $182.7M |
| Royal Bank of Canada | 0.04% | Reduce -1.4% | 2,137,828 | $173.3M |
| Pathstone Holdings, LLC | 0.73% | Reduce -1.3% | 1,996,652 | $161.9M |
| Keybank National Association | 0.59% | Reduce -2.9% | 1,769,061 | $143.4M |
| Natixis Advisors, LLC | 0.29% | Add +337.4% | 1,668,038 | $135.2M |
| Commerce Bank | 0.83% | Reduce -5.2% | 1,585,369 | $128.5M |
| Mariner, LLC | 0.23% | Reduce -0.2% | 1,466,374 | $118.9M |
| Raymond James & Associates | 0.08% | Reduce -1.2% | 1,417,960 | $115.0M |
| Cetera Investment Advisers | 0.23% | Add +2.2% | 1,219,350 | $98.9M |
| Premier Fund Managers Ltd | 3.90% | New | 1,200,000 | $97.2M |
| First Western Trust Bank | 4.48% | Reduce -2.4% | 1,160,244 | $94.1M |
| Glenview Trust Co | 1.89% | Add +8.2% | 1,155,821 | $93.7M |
| Raymond James Financial Services Advisors, Inc. | 0.13% | Add +22.8% | 1,145,964 | $92.9M |
| Oakworth Capital, Inc. | 6.40% | Reduce -0.7% | 1,079,697 | $87.5M |
| Synovus Financial Corp. | 1.11% | Reduce -0.9% | 1,036,670 | $84.1M |
| Avantax Advisory Services, Inc. | 0.60% | Reduce -1.1% | 1,031,580 | $83.6M |
| WASHINGTON TRUST Co | 3.00% | Add +0.1% | 1,009,990 | $81.9M |
| Northwestern Mutual Wealth Management Co. | 0.08% | Add +2.5% | 995,380 | $80.7M |
| Commonwealth Equity Services, LLC | 0.13% | Reduce -11.7% | 989,995 | $80.3M |
| Composition Wealth, LLC | 1.91% | Reduce -4.0% | 965,174 | $78.3M |
| Atlantic Union Bankshares Corp | 4.72% | Add +0.7% | 934,014 | $75.7M |
| JMG Financial Group, Ltd. | 2.83% | Reduce -1.6% | 933,520 | $75.7M |
| Janney Montgomery Scott LLC | 0.23% | Reduce -1.1% | 924,562 | $75.0M |
| Bank of Montreal | 0.02% | Reduce -1.3% | 918,522 | $74.6M |
| Albion Financial Group | 5.54% | Reduce -0.2% | 906,653 | $73.5M |
| Gilbert & Cook, Inc. | 10.72% | Reduce -2.2% | 904,844 | $73.4M |
| German American Bancorp, Inc. | 7.81% | Add +1.6% | 839,041 | $68.0M |
| Wealth Enhancement Advisory Services, LLC | 0.16% | Add +3.9% | 819,743 | $66.5M |
| Clearstead Advisors, LLC | 1.08% | Add +528.2% | 780,185 | $63.3M |
| Pegasus Partners Ltd. | 6.15% | Reduce -3.5% | 751,772 | $61.0M |
| Millburn Ridgefield LLC | 1.59% | Add +5.1% | 733,306 | $59.5M |
| Catalyst Capital Advisors LLC | 1.37% | Add +5.1% | 733,306 | $59.5M |
| Franklin Resources Inc. | 0.02% | Reduce -1.5% | 710,246 | $57.6M |
| International City Management Association Retirement Corp | 41.60% | No change | 702,067 | $56.9M |
| Factory Mutual Insurance Co. | 0.65% | Reduce -33.4% | 698,700 | $56.7M |
| UMB Bank, n.a. | 0.88% | Add +5.8% | 660,295 | $53.5M |
| Focus Partners Wealth | 0.17% | Add +124.5% | 623,978 | $51.4M |
| Citizens Business Bank | 10.85% | Reduce -0.8% | 633,028 | $51.3M |
| Cerity Partners LLC | 0.14% | Add +6.0% | 631,992 | $51.2M |
| Badgley Phelps Wealth Managers, LLC | 1.22% | Add +1.8% | 608,781 | $49.4M |
| Country Trust Bank | 1.24% | Reduce -25.1% | 606,772 | $49.2M |
| Osaic Holdings, Inc. | 0.11% | Add +8.0% | 596,489 | $48.4M |
| Creative Planning | 0.05% | Add +0.8% | 575,434 | $46.7M |
| Comerica Bank | 0.19% | Add +0.2% | 557,523 | $45.2M |
| M&T Bank Corp | 0.15% | Reduce -5.9% | 551,811 | $44.7M |
| Rockefeller Capital Management L.P. | 0.13% | Add +0.4% | 544,220 | $44.1M |
| HighTower Advisors, LLC | 0.06% | Add +3.5% | 515,335 | $41.8M |
| AE Wealth Management LLC | 0.41% | Add +2.1% | 501,030 | $40.6M |
| Cambridge Investment Research Advisors, Inc. | 0.15% | Add +2.2% | 491,410 | $39.8M |
| Assetmark, Inc. | 0.12% | New | 486,357 | $39.4M |
| Stock Yards Bank & Trust Co. | 1.27% | Add +1.8% | 474,336 | $38.5M |
| Mesirow Financial Investment Management, Inc. | 0.86% | Add +1.9% | 470,970 | $38.2M |
| Steward Partners Investment Advisory, LLC | 0.39% | Reduce -1.0% | 452,792 | $36.7M |
| Corient Private Wealth LP | 0.06% | Add +5.8% | 443,929 | $36.0M |
| Dakota Wealth Management | 0.84% | Add +2.8% | 440,007 | $35.7M |
| Stephens Inc. | 0.54% | Add +2.7% | 435,305 | $35.3M |
| First Foundation Advisors | 1.35% | Add +3.4% | 435,267 | $35.3M |
| Alerus Financial NA | 2.54% | Add +0.7% | 418,596 | $33.9M |
| StoneX Group Inc. | 2.71% | Add +5.6% | 418,474 | $33.9M |
| Texas Capital Bank Wealth Management Services Inc | 3.47% | Reduce -11.4% | 411,509 | $33.4M |
| Captrust Financial Advisors | 0.09% | Add +0.1% | 360,268 | $29.2M |
| River Wealth Advisors LLC | 4.13% | Add +3.7% | 355,530 | $28.8M |
| Security National Bank | 4.04% | No change | 343,196 | $27.8M |
| Stegner Investment Associates Inc. | 19.92% | Reduce -1.7% | 341,515 | $27.7M |
| MAI Capital Management | 0.27% | Add +5.1% | 335,930 | $27.2M |
| Thrivent Financial for Lutherans | 0.05% | Reduce -0.3% | 322,563 | $26.2M |
| D.A. Davidson & Co. | 0.23% | Add +2.0% | 322,177 | $26.1M |
| Brown Advisory Inc. | 0.03% | Add +0.1% | 305,995 | $24.8M |
| MML Investors Services, LLC | 0.10% | Reduce -1.5% | 304,609 | $24.7M |
| Coastline Trust Co | 2.86% | Add +0.6% | 301,602 | $24.5M |
| Coldstream Capital Management Inc. | 0.59% | Reduce -4.5% | 300,271 | $24.3M |
| Starboard Value | 0.57% | Reduce -42.9% | 300,000 | $24.3M |
| Consolidated Investment Group LLC | 3.61% | No change | 287,160 | $23.3M |
| XML Financial, LLC | 2.22% | Reduce -1.0% | 272,395 | $22.1M |
| BlackRock Inc. | 0.00% | Reduce -18.3% | 271,450 | $22.0M |
| Hantz Financial Services, Inc. | 0.42% | Reduce -8.4% | 270,015 | $21.9M |
| Sigma Investment Counselors Inc. | 1.36% | Reduce -1.0% | 268,605 | $21.8M |
| Kayne Anderson Rudnick Investment Management LLC | 0.05% | Add +79.8% | 265,527 | $21.5M |
| Amarillo National Bank | 4.05% | Reduce -3.4% | 262,802 | $21.3M |
| Focus Financial Network, Inc. | 0.89% | Add +2.1% | 246,472 | $20.8M |
| Stratos Wealth Partners, LTD. | 0.32% | Reduce -0.2% | 244,369 | $19.8M |
| Miller Investment Management, LP | 2.33% | Add +0.6% | 240,145 | $19.5M |
| Regions Financial Corp. | 0.14% | Add +2.6% | 234,192 | $19.0M |
| Legacy Advisors, LLC | 2.30% | Add +2.2% | 233,442 | $18.9M |
| Stifel Financial Corp. | 0.02% | Reduce -0.9% | 230,425 | $18.7M |
| Goodwin Investment Advisory | 8.37% | Add +3.1% | 224,884 | $18.2M |
| Beacon Pointe Advisors, LLC | 0.21% | Reduce -1.4% | 222,882 | $18.1M |
| Bank of Nova Scotia | 0.03% | No change | 213,216 | $17.3M |
| Sanctuary Advisors, LLC | 0.13% | — | 213,512 | $17.2M |
| Whittier Trust Co. of Nevada Inc. | 0.47% | No change | 207,699 | $16.8M |
| Koss-Olinger Consulting, LLC | 1.49% | New | 198,745 | $16.1M |
| Voya Investment Management LLC | 0.02% | Add +31.3% | 197,692 | $16.0M |
| BNP Paribas Financial Markets | 0.02% | Add +0.8% | 196,891 | $16.0M |
| PFW Advisors LLC | 5.06% | Reduce -2.9% | 196,269 | $15.9M |
| NewEdge Advisors, LLC | 0.12% | Add +3.6% | 195,013 | $15.8M |
| Bartlett & Co. Wealth Management LLC | 0.23% | Add +4.2% | 190,555 | $15.5M |
| Private Advisor Group, LLC | 0.10% | Add +1.8% | 189,854 | $15.4M |
| Sonata Capital Group Inc. | 7.76% | Add +1.5% | 186,498 | $15.1M |
| Mercer Global Advisors Inc. | 0.04% | Add +1.2% | 183,130 | $14.8M |
| Whittier Trust Co. | 0.21% | Add +1.2% | 179,685 | $14.6M |
| Cresset Asset Management, LLC | 0.06% | Add +17.6% | 177,525 | $14.4M |
| Bristlecone Advisors, LLC | 1.21% | Add +0.1% | 175,064 | $14.2M |
| Avidian Wealth Enterprises, LLC | 0.68% | Add +1.3% | 174,644 | $14.2M |
| First Citizens Bank & Trust Co. | 0.27% | Reduce -2.7% | 174,567 | $14.2M |
| Woodstock Corp. | 1.44% | Reduce -5.3% | 174,529 | $14.2M |
| Bokf, NA | 0.25% | Add +0.9% | 174,159 | $14.1M |
| Culbertson A N & Co. Inc. | 2.45% | Reduce -1.6% | 172,789 | $14.0M |
| Prairieview Wealth Partners, LLC | 11.72% | Add +347.7% | 169,627 | $13.8M |
| Patton Fund Management, Inc. | 2.89% | Reduce -2.3% | 168,840 | $13.7M |
| Callan Family Office, LLC | 2.52% | Add +1.5% | 161,610 | $13.1M |
| Kestra Advisory Services, LLC | 0.07% | Add +7.7% | 176,327 | $12.7M |
| Bradley Foster & Sargent Inc. | 0.23% | Reduce -2.3% | 155,672 | $12.6M |
| Wealthspire Advisors, LLC | 0.16% | Add +9.6% | 154,810 | $12.6M |
| Steph & Co. | 4.27% | Reduce -0.8% | 154,624 | $12.5M |
| Strategic Financial Partners, Ltd. | 6.74% | Reduce -8.4% | 150,900 | $12.2M |
| Bridges Investment Management Inc. | 0.18% | Add +222.2% | 149,369 | $12.1M |
| Citigroup Inc. | 0.01% | Reduce -80.1% | 148,356 | $12.0M |
| CCG Wealth Management, LLC | 6.76% | Reduce -2.8% | 147,786 | $12.0M |
| Lido Advisors, LLC | 0.10% | Add +8.9% | 147,135 | $11.9M |
| Washington Trust Bank | 1.17% | No change | 146,515 | $11.9M |
| LJI Wealth Management, LLC | 2.61% | Add +2.8% | 145,519 | $11.8M |
| Moody National Bank Trust Division | 0.91% | Add +27.5% | 145,091 | $11.8M |
| Conning Inc. | 0.43% | Reduce -7.8% | 143,035 | $11.6M |
| Bailard, Inc. | 0.31% | Add +1.0% | 139,001 | $11.3M |
| Old National Bancorp | 0.26% | Reduce -3.0% | 138,607 | $11.2M |
| Copeland Capital Management, LLC | 0.21% | Add +36.8% | 138,235 | $11.2M |
| Blair William & Co. | 0.03% | Reduce -0.1% | 136,049 | $11.0M |
| Fifth Third Wealth Advisors LLC | 0.83% | Add +21.0% | 135,108 | $11.0M |
| Fox Financial, Inc | 10.00% | Reduce -0.2% | 133,719 | $10.8M |
| Great Lakes Advisors, LLC | 0.10% | Add +38.4% | 133,250 | $10.8M |
| Alliancebernstein L.P. | 0.00% | Add +1.9% | 132,796 | $10.8M |
| Ashton Thomas Private Wealth, LLC | 0.58% | Add +2.5% | 129,849 | $10.5M |
| Buckingham Strategic Wealth, LLC | 0.11% | Reduce -4.6% | 129,629 | $10.5M |
| Proffitt & Goodson Inc. | 1.78% | Reduce -1.7% | 124,575 | $10.1M |
| Fidelis Capital Partners, LLC | 1.41% | Add +16.1% | 123,204 | $9.9M |
| Cwm, LLC | 0.05% | Add +2.1% | 119,142 | $9.7M |
| First Horizon Advisors, Inc. | 0.29% | Add +1.1% | 118,402 | $9.6M |
| First National Trust Co | 0.39% | Add +1.7% | 116,197 | $9.4M |
| Raymond James Trust N.A. | 0.21% | Reduce -5.5% | 112,234 | $9.1M |
| Moneta Group Investment Advisors LLC | 0.14% | Add +0.9% | 111,863 | $9.1M |
| Taylor & Morgan Wealth Management, LLC | 6.31% | Add +3.5% | 110,043 | $8.9M |
| Campion Asset Management | 7.01% | Reduce -2.6% | 109,965 | $8.9M |
| Stonegate Investment Group, LLC | 0.26% | Add +1.3% | 109,679 | $8.9M |
| West Bancorporation Inc. | 6.54% | Reduce -5.8% | 109,109 | $8.8M |
| Glenmede Trust Co. NA | 0.04% | Add +2.8% | 108,624 | $8.8M |
| Cahill Financial Advisors Inc. | 1.19% | Reduce -5.7% | 107,017 | $8.7M |
| Ullmann Wealth Partners Group, LLC | 1.23% | Reduce -0.8% | 106,595 | $8.6M |
| Folger Nolan Fleming Douglas Capital Management, Inc. | 0.88% | Reduce -0.2% | 106,218 | $8.6M |
| NewEdge Wealth, LLC | 0.19% | Reduce -1.0% | 105,925 | $8.6M |
| Robertson Stephens Wealth Management, LLC | 0.44% | Reduce -42.6% | 104,509 | $8.5M |
| Equitable Holdings, Inc. | 0.09% | Add +2.0% | 103,255 | $8.4M |
| Haverford Trust Co | 0.09% | Reduce -7.2% | 102,341 | $8.3M |
| Trust Point Inc. | 0.66% | Reduce -2.7% | 101,337 | $8.2M |
| 9258 Wealth Management, LLC | 1.26% | Reduce -6.5% | 101,071 | $8.2M |
| Summit Wealth Partners, LLC | 1.70% | Reduce -6.4% | 101,034 | $8.2M |
| Brighton Jones LLC | 0.27% | Reduce -2.9% | 100,505 | $8.1M |
| Texas Capital Bancshares Inc | 3.24% | Reduce -0.3% | 97,457 | $7.9M |
| ABLE Financial Group, LLC | 2.82% | Add +6.0% | 96,273 | $7.8M |
| Argent Trust Co | 0.34% | Add +1.4% | 96,142 | $7.8M |
| Simplicity Wealth,LLC | 0.18% | Add +16.8% | 95,988 | $7.8M |
| Moser Wealth Advisors, LLC | 4.19% | Reduce -5.6% | 94,948 | $7.7M |
| Sawgrass Asset Management LLC | 0.83% | Reduce -23.6% | 94,886 | $7.7M |
| Lodestar Private Asset Management LLC | 1.04% | Reduce -0.8% | 93,632 | $7.6M |
| Mullaney, Keating & Wright, Inc. | 5.85% | — | 93,114 | $7.5M |
| Three Bridge Wealth Advisors, LLC | 2.92% | Add +18.0% | 90,736 | $7.4M |
| Diversified Trust Co. | 0.21% | Reduce -2.3% | 90,112 | $7.3M |
| Simon Quick Advisors, LLC | 0.51% | Reduce -1.8% | 89,422 | $7.3M |
| Full Sail Capital, LLC | 0.48% | Reduce -5.4% | 88,969 | $7.2M |
| FFT Wealth Management LLC | 0.63% | No change | 88,277 | $7.2M |
| Plan Group Financial, LLC | 4.33% | Add +6.3% | 87,305 | $7.1M |
| Prime Capital Investment Advisors, LLC | 0.10% | Reduce -51.7% | 86,250 | $7.0M |
| Baltimore-Washington Financial Advisors, Inc. | 0.41% | Add +2.3% | 85,638 | $6.9M |
| Rwa Wealth Partners, LLC | 0.09% | Reduce -0.1% | 85,447 | $6.9M |
| Rossmore Private Capital | 0.91% | Reduce -1.3% | 85,052 | $6.9M |
| Bleakley Financial Group, LLC | 0.20% | Add +18.3% | 84,111 | $6.8M |
| Fifth Third Securities, Inc. | 0.63% | Reduce -1.0% | 83,938 | $6.8M |
| First Merchants Corp. | 0.27% | Reduce -5.9% | 83,790 | $6.8M |
| Schneider Downs Wealth Management Advisors, LP | 1.48% | Reduce -13.3% | 82,206 | $6.7M |
| Unique Wealth, LLC | 1.73% | Add +13.1% | 81,472 | $6.6M |
| Canopy Partners, LLC | 3.04% | Reduce -9.0% | 80,838 | $6.6M |
| Fulton Bank, N.A. | 0.27% | Reduce -14.4% | 80,822 | $6.6M |
| Tanglewood Legacy Advisors, LLC | 3.08% | Add +8.6% | 80,387 | $6.5M |
| Salem Investment Counselors Inc. | 0.21% | Reduce -1.3% | 79,975 | $6.5M |
| United Capital Financial Advisors, LLC | 0.06% | Add +74.3% | 79,629 | $6.5M |
| Independence Bank of Kentucky | 1.70% | Add +14.4% | 79,072 | $6.4M |
| Shelton Wealth Management, LLC | 3.83% | Reduce -10.8% | 78,917 | $6.4M |
| CENTRAL TRUST Co | 0.16% | Reduce -1.3% | 78,670 | $6.4M |
| Forte Asset Management LLC | 3.75% | Reduce -8.3% | 78,426 | $6.4M |
| Savant Capital, LLC | 0.06% | Reduce -5.6% | 78,414 | $6.4M |
| Waterloo Capital, L.P. | 0.76% | Reduce -10.1% | 78,058 | $6.3M |
| Cornerstone Wealth Group, LLC | 0.56% | Add +2.0% | 77,183 | $6.3M |
| Ieq Capital, LLC | 0.08% | Reduce -1.4% | 77,089 | $6.3M |
| Verdence Capital Advisors LLC | 0.55% | Add +0.4% | 75,732 | $6.1M |
| B. Riley Wealth Advisors, Inc. | 0.16% | Reduce -36.2% | 75,283 | $6.1M |
| Greenleaf Trust | 0.06% | No change | 74,944 | $6.1M |
| Hoxton Planning & Management, LLC | 2.80% | Add +1.0% | 74,296 | $6.0M |
| Redhawk Wealth Advisors, Inc. | 0.92% | Reduce -0.0% | 73,907 | $6.0M |
| Tolleson Wealth Management, Inc. | 1.18% | Reduce -0.5% | 73,746 | $6.0M |
| Westshore Wealth, LLC | 2.47% | Reduce -8.1% | 73,261 | $5.9M |
| Principal Financial Group Inc. | 0.00% | Add +4.7% | 69,684 | $5.7M |
| Orin Green Financial, LLC | 2.60% | New | 69,674 | $5.6M |
| Atria Wealth Solutions, Inc. | 0.06% | Add +0.7% | 69,494 | $5.6M |
| Goldstone Financial Group, LLC | 1.13% | Add +18.4% | 69,395 | $5.6M |
| Carret Asset Management, LLC | 0.65% | Reduce -1.8% | 69,119 | $5.6M |
| Wilmington Savings Fund Society, FSB | 0.21% | Reduce -1.5% | 68,286 | $5.5M |
| HSBC Holdings PLC | 0.00% | Add +100.0% | 67,624 | $5.5M |
| CFM Wealth Partners LLC | 1.00% | Add +14.7% | 67,211 | $5.4M |
| FineMark National Bank & Trust | 0.20% | Add +0.0% | 67,079 | $5.4M |
| Nadler Financial Group, Inc. | 0.64% | Add +4.3% | 67,018 | $5.4M |
| TCV Trust & Wealth Management, Inc. | 0.52% | Add +2.9% | 66,925 | $5.4M |
| Beam Wealth Advisors, Inc. | 1.78% | Reduce -4.6% | 65,780 | $5.3M |
| Essex Financial Services, Inc. | 0.40% | Add +4.2% | 64,924 | $5.3M |
| FDx Advisors, Inc. | 1.46% | Reduce -3.8% | 65,096 | $5.3M |
| City Holding Co. | 0.78% | Add +0.1% | 65,024 | $5.3M |
| Sachetta, LLC | 2.27% | Add +0.2% | 61,565 | $5.2M |
| Cahaba Wealth Management, Inc. | 0.46% | Reduce -0.1% | 63,735 | $5.2M |
| Sunburst Financial Group, LLC | 1.40% | Reduce -0.9% | 63,510 | $5.1M |
| Modera Wealth Management, LLC | 0.08% | Add +1.1% | 62,934 | $5.1M |
| Conservest Capital Advisors, Inc. | 0.55% | No change | 60,450 | $5.1M |
| Knightsbridge Asset Management, LLC | 1.25% | Add +7.4% | 61,344 | $5.0M |
| Chesapeake Wealth Management | 1.79% | Reduce -6.2% | 60,739 | $4.9M |
| Twin Focus Capital Partners, LLC | 0.78% | Reduce -0.8% | 60,411 | $4.9M |
| One Capital Management, LLC | 0.17% | Reduce -8.4% | 60,325 | $4.9M |
| Acropolis Investment Management, LLC | 0.31% | Add +0.2% | 60,317 | $4.9M |
| Wesbanco Bank Inc. | 0.18% | Reduce -1.5% | 59,775 | $4.8M |
| Triumph Capital Management | 1.88% | Add +3.4% | 59,216 | $4.8M |
| Capital Group Private Client Services, Inc. | 0.05% | Reduce -0.2% | 58,253 | $4.7M |
| Turtle Creek Wealth Advisors, LLC | 1.09% | Reduce -1.3% | 58,084 | $4.7M |
| Johnson Financial Group, Inc. | 0.23% | Reduce -1.9% | 57,785 | $4.7M |
| MV Capital Management, Inc. | 0.53% | Add +1.2% | 57,650 | $4.7M |
| Choreo, LLC | 0.08% | Add +34.9% | 56,991 | $4.6M |
| Ballentine Partners, LLC | 0.08% | Reduce -11.5% | 56,478 | $4.6M |
| New England Private Wealth Advisors LLC | 0.79% | Add +0.3% | 56,152 | $4.6M |
| Level Four Advisory Services, LLC | 0.20% | Reduce -0.9% | 55,893 | $4.5M |
| NTV Asset Management LLC | 0.65% | Reduce -1.1% | 55,580 | $4.5M |
| Sabal Trust CO | 0.27% | Reduce -1.6% | 55,422 | $4.5M |
| Sound View Wealth Advisors Group, LLC | 0.46% | Add +1.0% | 55,380 | $4.5M |
| Financial Engines Advisors L.L.C. | 0.01% | Add +4.2% | 55,282 | $4.5M |
| Silvercrest Asset Management Group LLC | 0.03% | Add +1.5% | 54,821 | $4.4M |
| Vanguard Group Inc. | 0.00% | Add +0.5% | 54,393 | $4.4M |
| New South Capital Management Inc. | 0.20% | Add +24.3% | 54,365 | $4.4M |
| Country Club Bank | 0.31% | Add +0.5% | 54,421 | $4.4M |
| Paragon Private Wealth Management, LLC | 2.48% | Add +15.4% | 54,166 | $4.4M |
| Baron Financial Group, LLC | 2.79% | Add +0.3% | 54,067 | $4.4M |
| Curi Capital, LLC | 0.10% | Add +0.0% | 53,470 | $4.3M |
| Asset Allocation Strategies LLC | 1.43% | Add +2.2% | 52,491 | $4.3M |
| Citadel Advisors | 0.00% | Reduce -46.0% | 52,228 | $4.2M |
| Fiera Capital Corp | 0.01% | No change | 52,086 | $4.2M |
| D. E. Shaw & Co. | 0.01% | New | 51,844 | $4.2M |
| Sequoia Financial Advisors, LLC | 0.05% | Add +14.3% | 51,620 | $4.2M |
| Cullen/Frost Bankers, Inc. | 0.06% | Add +60.2% | 51,603 | $4.2M |
| Trust Co. of Toledo NA | 0.60% | Add +50.2% | 50,928 | $4.1M |
| Allstate Corp. | 0.33% | Add +324.6% | 50,867 | $4.1M |
| Smith Chas P & Associates Pa Cpas | 0.23% | Add +29.9% | 48,817 | $4.0M |
| GUNN & Co INVESTMENT MANAGEMENT, INC. | 0.23% | New | 48,817 | $4.0M |
| Whitegate Investment Counselors, Inc. | 1.12% | Reduce -0.1% | 48,744 | $4.0M |
| Susquehanna International Group, LLP | 0.01% | Reduce -23.4% | 48,701 | $3.9M |
| St. Johns Investment Management Company, LLC | 1.87% | Reduce -1.3% | 48,647 | $3.9M |
| Pinnacle Financial Partners Inc | 0.08% | Reduce -0.5% | 47,836 | $3.9M |
| Bessemer Group Inc. | 0.01% | Add +6.0% | 48,627 | $3.9M |
| IHT Wealth Management, LLC | 0.14% | Reduce -3.7% | 47,272 | $3.8M |
| Aveo Capital Partners, LLC | 0.43% | New | 46,932 | $3.8M |
| NorthRock Partners, LLC | 0.14% | Reduce -45.5% | 46,724 | $3.8M |
| BTC Capital Management, Inc. | 0.34% | No change | 45,586 | $3.7M |
| Mycio Wealth Partners, LLC | 0.94% | Add +1.7% | 45,490 | $3.7M |
| Carl P. Sherr & Co., LLC | 2.05% | Add +12.0% | 45,389 | $3.7M |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -51.7% | 45,253 | $3.7M |
| Matrix Asset Advisors Inc. | 0.44% | Add +12.5% | 45,042 | $3.7M |
| TD Private Client Wealth LLC | 0.12% | Add +5.1% | 45,041 | $3.7M |
| Principal Securities, Inc. | 0.10% | Reduce -0.6% | 45,013 | $3.6M |
| NorthCoast Asset Management LLC | 0.03% | Add +34.3% | 44,021 | $3.6M |
| Burke & Herbert Bank & Trust Co. | 0.86% | New | 43,492 | $3.5M |
| Integrated Advisors Network LLC | 0.18% | Reduce -6.4% | 43,214 | $3.5M |
| Davidson Trust Co. | 2.41% | Reduce -0.7% | 43,081 | $3.5M |
| Flagstar Securities, Inc. | 0.96% | Reduce -9.2% | 43,045 | $3.5M |
| Guardian Wealth Advisors, LLC | 2.26% | Reduce -9.6% | 42,917 | $3.5M |
| Fort Point Capital Partners LLC | 0.44% | Add +3.8% | 42,515 | $3.4M |
| JSF Financial, LLC | 1.06% | Reduce -7.4% | 42,505 | $3.4M |
| Smith & Howard Wealth Management, LLC | 1.03% | Reduce -0.5% | 42,463 | $3.4M |
| Lanark Financial, Inc. | 0.31% | Reduce -0.1% | 42,423 | $3.4M |
| DT Investment Partners, LLC | 0.30% | Reduce -1.3% | 41,962 | $3.4M |
| Asset Management Group, Inc. | 0.51% | Reduce -0.7% | 41,290 | $3.3M |
| Waverly Advisors, LLC | 0.07% | Add +12.1% | 41,018 | $3.3M |
| LPWM LLC | 1.15% | Add +3.6% | 41,055 | $3.3M |
| Spire Wealth Management | 0.12% | Add +0.6% | 40,488 | $3.3M |
| Quadrant Capital Group LLC | 0.24% | Reduce -2.1% | 40,119 | $3.3M |
| Nvwm, LLC | 0.87% | Add +11.5% | 40,091 | $3.3M |
| Sandy Spring Bank | 0.14% | Reduce -0.2% | 39,848 | $3.2M |
| Nvest Financial, LLC | 1.97% | Add +4.3% | 39,518 | $3.2M |
| Brick & Kyle, Associates | 1.30% | Add +43.3% | 38,513 | $3.1M |
| Citizens Financial Group Inc. | 0.07% | Add +23.2% | 37,747 | $3.1M |
| Financial Counselors Inc. | 0.05% | Add +78.4% | 37,702 | $3.1M |
| Mather Group, Llc. | 0.04% | Add +38.9% | 36,191 | $3.0M |
| Gilman Hill Asset Management, LLC | 0.55% | No change | 37,415 | $3.0M |
| Charles Schwab Trust Co | 0.28% | Add +407.2% | 37,393 | $3.0M |
| Integrated Wealth Concepts LLC | 0.04% | Reduce -0.3% | 37,010 | $3.0M |
| Phillips Financial Management, LLC | 0.25% | Add +0.0% | 36,832 | $3.0M |
| Evercore Wealth Management, LLC | 0.05% | Add +2.3% | 36,675 | $3.0M |
| Aspiriant, LLC | 0.12% | Reduce -0.5% | 36,379 | $2.9M |
| Marquette Asset Management, LLC | 0.50% | Reduce -0.9% | 36,268 | $2.9M |
| Prudential Financial Inc. | 0.00% | Reduce -3.8% | 36,025 | $2.9M |
| Highland Capital Management, LLC | 0.17% | Reduce -2.8% | 35,774 | $2.9M |
| Lake Street Advisors Group, LLC | 0.14% | Add +2.5% | 35,726 | $2.9M |
| Elgethun Capital Management | 0.73% | Add +0.0% | 35,558 | $2.9M |
| Farmers & Merchants Investments Inc. | 0.10% | Add +1.4% | 35,540 | $2.9M |
| Middleton & Co. Inc. | 0.33% | Reduce -0.7% | 35,202 | $2.9M |
| HB Wealth Management, LLC | 0.03% | Reduce -5.0% | 35,185 | $2.9M |
| Aft, Forsyth & Company, Inc. | 1.40% | Add +2.9% | 35,185 | $2.9M |
| Centennial Wealth Advisory LLC | 1.23% | Add +7.9% | 34,978 | $2.8M |
| Girard Partners LTD. | 0.27% | Reduce -26.1% | 34,669 | $2.8M |
| Peapack Gladstone Financial Corp. | 0.04% | Reduce -1.7% | 34,599 | $2.8M |
| Gladstone Institutional Advisory LLC | 0.15% | Add +2.2% | 34,551 | $2.8M |
| Anchor Capital Advisors LLC | 0.08% | Add +3.4% | 34,137 | $2.8M |
| &partners | 0.12% | Add +462.0% | 34,002 | $2.8M |
| J.W. Cole Advisors, Inc. | 0.13% | Reduce -1.9% | 33,858 | $2.7M |
| Chapin Davis, Inc. | 0.93% | Reduce -2.7% | 33,605 | $2.7M |
| Thoroughbred Financial Services, LLC | 0.18% | Add +199.3% | 33,345 | $2.7M |
| Gryphon Financial Partners LLC | 0.40% | Add +3.6% | 32,999 | $2.7M |
| Fca Corp. | 0.86% | Add +1.0% | 32,962 | $2.7M |
| Courier Capital LLC | 0.21% | No change | 32,818 | $2.7M |
| Hilltop Holdings Inc. | 0.31% | Reduce -3.7% | 32,768 | $2.7M |
| TFB Advisors LLC | 0.84% | Add +0.2% | 31,758 | $2.6M |
| Evergreen Capital Management LLC | 0.09% | Add +1.9% | 31,354 | $2.5M |
| Legacy Edge Advisors, LLC | 0.47% | Add +17.3% | 31,172 | $2.5M |
| Builder Investment Group Inc. | 0.69% | No change | 31,134 | $2.5M |
| Allen Investment Management, LLC | 0.03% | No change | 31,000 | $2.5M |
| SouthState Bank Corp | 0.18% | Reduce -2.5% | 30,957 | $2.5M |
| Advisory Services Network, LLC | 0.05% | Add +6.7% | 30,876 | $2.5M |
| Dagco, Inc. | 1.11% | Reduce -0.2% | 30,783 | $2.5M |
| First United Bank & Trust | 0.93% | Reduce -1.1% | 30,729 | $2.5M |
| Perigon Wealth Management, LLC | 0.07% | Reduce -0.1% | 30,695 | $2.5M |
| Earnest Partners LLC | 0.01% | Add +377.7% | 30,413 | $2.5M |
| FAS Wealth Partners, Inc. | 0.21% | Add +1.8% | 30,335 | $2.5M |
| Motiv8 Investments LLC | 1.83% | Add +9.4% | 30,329 | $2.5M |
| Cozad Asset Management Inc. | 0.24% | Reduce -0.8% | 30,150 | $2.4M |
| Denver PWM, LLC | 0.98% | Add +0.6% | 30,148 | $2.4M |
| Samalin Investment Counsel, LLC | 1.14% | Add +3.9% | 30,012 | $2.4M |
| Geneos Wealth Management Inc. | 0.11% | Reduce -7.3% | 30,008 | $2.4M |
| Pathway Financial Advisors LLC | 0.65% | No change | 29,669 | $2.4M |
| Centennial Bank | 1.17% | Add +13.3% | 29,501 | $2.4M |
| Chicago Partners Investment Group LLC | 0.09% | Add +0.5% | 28,141 | $2.4M |
| HUB Investment Partners, LLC | 0.11% | New | 29,181 | $2.4M |
| Frank, Rimerman Advisors LLC | 0.17% | Add +0.1% | 28,800 | $2.3M |
| Bedel Financial Consulting, Inc. | 0.34% | Add +2.8% | 28,765 | $2.3M |
| Allspring Global Investments Holdings, LLC | 0.00% | Add +34909.8% | 28,708 | $2.3M |
| Kestra Private Wealth Services, LLC | 0.05% | Reduce -0.2% | 28,556 | $2.3M |
| Pasadena Private Wealth, LLC | 0.53% | No change | 28,500 | $2.3M |
| Summit Financial Strategies, Inc. | 0.29% | Reduce -0.9% | 28,358 | $2.3M |
| Councilor Wealth, LLC | 1.17% | No change | 28,043 | $2.3M |
| Sigma Planning Corp | 0.07% | Reduce -0.4% | 27,966 | $2.3M |
| Ellevest, Inc. | 0.14% | No change | 27,901 | $2.3M |
| KKM Financial LLC | 1.06% | No change | 28,650 | $2.2M |
| Oxford Financial Group, LTD. LLC | 0.15% | Add +83.3% | 27,403 | $2.2M |
| Financial Insights, Inc. | 0.62% | Add +13.7% | 27,368 | $2.2M |
| SOA Wealth Advisors, LLC. | 0.44% | Reduce -7.6% | 27,148 | $2.2M |
| Flow Traders U.S. LLC | 0.11% | New | 27,088 | $2.2M |
| Indiana Trust & Investment Management Co | 0.80% | No change | 27,027 | $2.2M |
| McKinley Carter Wealth Services, Inc. | 0.14% | Reduce -1.2% | 26,964 | $2.2M |
| HT Partners LLC | 0.77% | No change | 26,956 | $2.2M |
| Tudor Investment Corporation | 0.02% | New | 26,640 | $2.2M |
| Valmark Advisers, Inc. | 0.04% | Add +2.8% | 26,560 | $2.2M |
| Sowell Financial Services LLC | 0.10% | Reduce -6.5% | 26,557 | $2.2M |
| Ellenbecker Investment Group | 0.43% | Add +0.2% | 26,550 | $2.2M |
| Hall Kathryn A. | 0.50% | No change | 26,520 | $2.2M |
| Chesley Taft & Associates LLC | 0.11% | Reduce -1.3% | 26,335 | $2.1M |
| Resonant Capital Advisors, LLC | 0.17% | No change | 26,023 | $2.1M |
| EP Wealth Advisors, LLC | 0.02% | Add +3.1% | 25,847 | $2.1M |
| Smith, Moore & Co. | 0.22% | Add +6.5% | 25,761 | $2.1M |
| Castle Rock Wealth Management, LLC | 0.52% | Reduce -0.1% | 25,927 | $2.1M |
| Goelzer Investment Management, Inc. | 0.12% | Reduce -1.1% | 25,601 | $2.1M |
| Grove Bank & Trust | 0.33% | No change | 25,600 | $2.1M |
| Evensky & Katz LLC | 0.14% | Reduce -1.8% | 25,519 | $2.1M |
| St. Clair Advisors, LLC | 0.66% | Reduce -3.0% | 25,484 | $2.1M |
| Valeo Financial Advisors, LLC | 0.06% | Reduce -2.1% | 25,344 | $2.1M |
| Naples Global Advisors, LLC | 0.21% | Reduce -1.4% | 25,274 | $2.0M |
| Cypress Capital Group | 0.24% | Reduce -3.0% | 25,109 | $2.0M |
| Abbrea Capital, LLC | 0.27% | Reduce -3.7% | 24,986 | $2.0M |
| Litman Gregory Wealth Management LLC | 0.18% | No change | 24,911 | $2.0M |
| Oliver Luxxe Assets LLC | 0.42% | Reduce -2.9% | 24,699 | $2.0M |
| Dover Advisors, LLC | 1.24% | Add +50.6% | 24,692 | $2.0M |
| Kingsview Wealth Management, LLC | 0.05% | Add +6.5% | 24,643 | $2.0M |
| Retirement Income Solutions, Inc. | 0.48% | Reduce -14.4% | 24,607 | $2.0M |
| Nations Financial Group Inc, /Ia/ | 0.16% | Reduce -0.1% | 24,228 | $2.0M |
| 1900 Wealth Management LLC | 0.18% | Add +15.3% | 24,207 | $2.0M |
| Fulton Breakefield Broenniman LLC | 0.14% | Reduce -1.9% | 24,105 | $2.0M |
| Appleton Partners Inc. | 0.15% | Reduce -3.3% | 24,077 | $2.0M |
| Procyon Advisors, LLC | 0.14% | Add +22.1% | 23,920 | $1.9M |
| Peoples Bank | 1.01% | Reduce -3.6% | 23,908 | $1.9M |
| Forvis Mazars Wealth Advisors, LLC | 0.05% | Reduce -3.3% | 23,857 | $1.9M |
| Meridian Financial Partners LLC | 1.14% | New | 22,975 | $1.9M |
| Heritage Wealth Advisors | 0.09% | Add +2.9% | 23,573 | $1.9M |
| LCNB Corp. | 0.71% | Reduce -1.9% | 23,401 | $1.9M |
| Busey Bank | 0.06% | Reduce -1.7% | 23,255 | $1.9M |
| Fulcrum Capital LLC | 0.43% | No change | 23,209 | $1.9M |
| Venture Visionary Partners LLC | 0.09% | Add +0.5% | 23,091 | $1.9M |
| Catalyst Financial Partners LLC | 0.41% | Add +23.0% | 22,911 | $1.9M |
| GTS Securities LLC | 0.04% | New | 22,885 | $1.9M |
| Weatherly Asset Management L. P. | 0.17% | Reduce -5.9% | 22,776 | $1.8M |
| Boston Family Office LLC | 0.13% | No change | 22,771 | $1.8M |
| Bremer Bank National Association | 0.36% | No change | 22,740 | $1.8M |
| Fiduciary Trust Co | 0.03% | Add +4.5% | 22,718 | $1.8M |
| Hapanowicz & Associates Financial Services, Inc | 1.05% | Add +1.9% | 22,651 | $1.8M |
| Wealthcare Advisory Partners LLC | 0.06% | Add +10.7% | 22,589 | $1.8M |
| HBK Sorce Advisory LLC | 0.06% | Reduce -9.3% | 22,531 | $1.8M |
| Apollon Wealth Management, LLC | 0.05% | Reduce -7.9% | 22,215 | $1.8M |
| Stratos Wealth Advisors, LLC | 0.09% | Add +9.3% | 22,113 | $1.8M |
| Hilltop Wealth Advisors, LLC | 0.90% | Add +0.9% | 22,105 | $1.8M |
| Welch & Forbes LLC | 0.02% | Reduce -0.7% | 22,122 | $1.8M |
| Jordan Park Group LLC | 0.14% | Reduce -22.9% | 22,005 | $1.8M |
| Relative Value Partners Group, LLC | 0.23% | Add +363.4% | 21,979 | $1.8M |
| Lake Street Private Wealth, LLC | 0.23% | Add +11.1% | 21,979 | $1.8M |
| FARMERS & MERCHANTS TRUST Co OF LONG BEACH | 0.46% | Reduce -17.3% | 21,977 | $1.8M |
| Smith Thornton Advisors LLC | 1.30% | — | 21,814 | $1.8M |
| Members Advisory Group LLC | 0.96% | Add +616.7% | 21,616 | $1.8M |
| Ancora Advisors LLC | 0.04% | Reduce -3.6% | 21,608 | $1.8M |
| MBA Advisors LLC | 0.87% | Reduce -5.4% | 21,093 | $1.7M |
| Venturi Wealth Management, LLC | 0.10% | No change | 20,630 | $1.7M |
| Pinnacle Associates Ltd. | 0.03% | Reduce -2.0% | 20,542 | $1.7M |
| Calamos Wealth Management LLC | 0.09% | No change | 20,521 | $1.7M |
| Linscomb Wealth, Inc. | 0.09% | Reduce -0.6% | 20,344 | $1.6M |
| Prospera Financial Services Inc | 0.05% | Reduce -4.0% | 20,226 | $1.6M |
| JFS Wealth Advisors, LLC | 0.13% | No change | 20,091 | $1.6M |
| Pallas Capital Advisors LLC | 0.07% | Reduce -2.6% | 19,415 | $1.6M |
| OneDigital Investment Advisors LLC | 0.02% | Add +34.9% | 19,999 | $1.6M |
| Lazard Asset Management LLC | 0.00% | No change | 19,466 | $1.6M |
| DAVENPORT & Co LLC | 0.01% | Add +8.0% | 19,373 | $1.6M |
| Saxon Interests, Inc. | 0.75% | Add +11.0% | 19,328 | $1.6M |
| Private Trust Co. NA | 0.17% | Reduce -5.6% | 19,328 | $1.6M |
| Boston Trust Walden Corp | 0.01% | No change | 19,325 | $1.6M |
| U.S. Capital Wealth Advisors, LLC | 0.06% | Add +45.0% | 19,244 | $1.6M |
| State Street Corp. | 0.00% | Reduce -1.5% | 19,200 | $1.6M |
| Sage Capital Advisors,llc | 0.45% | Reduce -3.6% | 19,155 | $1.6M |
| Legacy Trust | 0.38% | Reduce -0.3% | 18,990 | $1.5M |
| Daymark Wealth Partners, LLC | 0.07% | Add +18.4% | 18,976 | $1.5M |
| MBL Wealth, LLC | 0.17% | Reduce -2.7% | 18,959 | $1.5M |
| Lowe Brockenbrough & Co. Inc. | 0.10% | Reduce -10.5% | 18,931 | $1.5M |
| Private Management Group Inc. | 0.06% | Add +4.2% | 18,914 | $1.5M |
| Waters Parkerson & Co., LLC | 0.08% | No change | 18,829 | $1.5M |
| Beck Bode, LLC | 0.30% | Reduce -8.0% | 18,539 | $1.5M |
| Newport Capital Group, LLC | 1.19% | — | 18,515 | $1.5M |
| Legacy Bridge, LLC | 0.88% | No change | 18,379 | $1.5M |
| Zions Bancorporation, N.A. | 0.12% | Reduce -33.0% | 18,346 | $1.5M |
| Regal Investment Advisors LLC | 0.10% | Add +20.6% | 18,340 | $1.5M |
| FMB Wealth Management | 1.12% | No change | 18,222 | $1.5M |
| Simmons Bank | 0.11% | Reduce -0.0% | 18,172 | $1.5M |
| New Republic Capital, LLC | 0.74% | Add +53.1% | 18,160 | $1.5M |
| MIdWestOne Financial Group, Inc. | 0.26% | Add +5.0% | 18,026 | $1.5M |
| Aristotle Capital Boston, LLC | 0.05% | Reduce -56.6% | 17,997 | $1.5M |
| Investors Research Corp | 0.34% | No change | 17,993 | $1.5M |
| Heritage Investors Management Corp. | 0.05% | Reduce -3.4% | 17,930 | $1.5M |
| Halpern Financial, Inc. | 0.40% | Reduce -3.0% | 17,738 | $1.4M |
| Sterling Financial Group, Inc. | 0.65% | No change | 17,606 | $1.4M |
| White Pine Capital LLC | 0.54% | Add +0.9% | 17,564 | $1.4M |
| Financial Partners Group, Inc | 0.22% | Reduce -3.9% | 17,549 | $1.4M |
| Dorsey & Whitney Trust CO LLC | 0.10% | No change | 17,521 | $1.4M |
| Matrix Private Capital Group LLC | 0.89% | Add +12.9% | 17,510 | $1.4M |
| SageView Advisory Group, LLC | 0.09% | Add +1304.6% | 17,487 | $1.4M |
| Clear Harbor Asset Management, LLC | 0.12% | No change | 17,387 | $1.4M |
| Alley Investment Management Company, LLC | 0.19% | No change | 17,382 | $1.4M |
| Leo Wealth, LLC | 0.14% | Add +0.2% | 17,322 | $1.4M |
| GAMMA Investing LLC | 0.19% | Add +18.8% | 17,160 | $1.4M |
| Parallel Advisors, LLC | 0.04% | Add +1.2% | 17,151 | $1.4M |
| Webster Bank, N. A. | 0.15% | Reduce -0.0% | 17,149 | $1.4M |
| Flputnam Investment Management Co. | 0.03% | Reduce -2.3% | 17,062 | $1.4M |
| Plum Street Advisors, LLC | 0.80% | No change | 16,997 | $1.4M |
| Atlas Brown,Inc. | 0.49% | Add +9.8% | 16,941 | $1.4M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.15% | Reduce -45.6% | 16,938 | $1.4M |
| Fiducient Advisors LLC | 0.19% | Add +23.5% | 16,923 | $1.4M |
| Fairway Wealth LLC | 0.80% | Add +20.6% | 16,834 | $1.4M |
| 1ST Source Bank | 0.08% | Add +21.4% | 16,754 | $1.4M |
| Connecticut Wealth Management, LLC | 0.07% | No change | 16,687 | $1.4M |
| Southern Capital Advisors, LLC | 0.83% | Add +0.4% | 16,604 | $1.3M |
| Platte River Wealth Advisors, LLC | 0.38% | No change | 16,529 | $1.3M |
| PFG Investments, LLC | 0.10% | Reduce -2.3% | 16,418 | $1.3M |
| Park Avenue Securities LLC | 0.02% | Add +11.9% | 16,342 | $1.3M |
| Philadelphia Trust Co. | 0.10% | Reduce -2.4% | 16,265 | $1.3M |
| Davis R M Inc. | 0.03% | Add +1.9% | 16,111 | $1.3M |
| Cornerstone Wealth Management, LLC | 0.10% | Reduce -3.2% | 16,096 | $1.3M |
| First Hawaiian Bank | 0.04% | Add +35.3% | 16,090 | $1.3M |
| Baker Ellis Asset Management LLC | 0.20% | No change | 16,076 | $1.3M |
| Farmers National Bank | 0.39% | Reduce -1.2% | 15,973 | $1.3M |
| Bricktown Capital, LLC | 0.26% | No change | 15,964 | $1.3M |
| Evernest Financial Advisors, LLC | 0.58% | No change | 15,947 | $1.3M |
| Boston Financial Mangement LLC | 0.04% | Reduce -0.1% | 15,946 | $1.3M |
| Compton Wealth Advisory Group, LLC | 0.34% | Add +0.2% | 15,779 | $1.3M |
| RMR Wealth Builders | 0.15% | Reduce -8.6% | 15,658 | $1.3M |
| WestHill Financial Advisors, Inc. | 0.31% | Reduce -2.0% | 15,642 | $1.3M |
| Luminvest Wealth Management LLC | 0.59% | No change | 15,057 | $1.3M |
| IFG Advisors, LLC | 0.30% | Add +1.8% | 15,612 | $1.3M |
| Cynosure Group, LLC | 0.20% | Reduce -11.1% | 15,303 | $1.2M |
| Great Valley Advisor Group, Inc. | 0.03% | Add +5.4% | 15,299 | $1.2M |
| West Paces Advisors Inc. | 0.32% | No change | 15,262 | $1.2M |
| SlateStone Wealth, LLC | 0.13% | Reduce -6.2% | 15,182 | $1.2M |
| Kohmann Bosshard Financial Services, LLC | 0.17% | Add +1.0% | 15,148 | $1.2M |
| Vanguard Personalized Indexing Management, LLC | 0.02% | Add +18.7% | 15,085 | $1.2M |
| Debussy Capital Management LP | 0.35% | Reduce -0.8% | 14,988 | $1.2M |
| Strategic Family Wealth Counselors, L.L.C. | 0.46% | No change | 14,954 | $1.2M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.20% | Reduce -0.4% | 14,903 | $1.2M |
| Crescent Grove Advisors, LLC | 0.13% | Add +0.1% | 14,823 | $1.2M |
| Public Employees Retirement System of Ohio | 0.00% | Reduce -6.1% | 14,784 | $1.2M |
| Montecito Bank & Trust | 0.24% | Reduce -29.2% | 14,701 | $1.2M |
| RKL Wealth Management LLC | 0.11% | Reduce -0.7% | 14,656 | $1.2M |
| Wooster Corthell Wealth Management, Inc. | 0.27% | Reduce -2.1% | 14,654 | $1.2M |
| Moneco Advisors, LLC | 0.17% | Reduce -3.8% | 14,544 | $1.2M |
| Lyell Wealth Management, LP | 0.11% | Reduce -2.7% | 14,367 | $1.2M |
| Wells Trecaso Financial Group, LLC | 0.40% | Add +20.8% | 14,255 | $1.2M |
| Eastern Bank | 0.05% | Reduce -36.4% | 14,137 | $1.1M |
| Choate Investment Advisors | 0.03% | No change | 14,129 | $1.1M |
| Birch Hill Investment Advisors LLC | 0.06% | No change | 14,048 | $1.1M |
| SeaBridge Investment Advisors LLC | 0.29% | New | 14,001 | $1.1M |
| Seneca Financial Advisors LLC | 0.58% | Add +0.3% | 13,887 | $1.1M |
| Empirical Asset Management, LLC | 0.42% | New | 13,880 | $1.1M |
| Dominguez Wealth Management Solutions, Inc. | 0.85% | Reduce -1.4% | 13,873 | $1.1M |
| Cary Street Partners Investment Advisory LLC | 0.04% | Add +3.2% | 13,778 | $1.1M |
| Monetary Management Group Inc. | 0.29% | Add +3.0% | 13,755 | $1.1M |
| Bill Few Associates, Inc. | 0.42% | No change | 13,566 | $1.1M |
| Patriot Investment Management Group, Inc. | 0.09% | No change | 13,484 | $1.1M |
| Blue Trust, Inc. | 0.01% | No change | 12,996 | $1.1M |
| Central Bank & Trust Co. | 0.15% | Reduce -0.6% | 13,473 | $1.1M |
| Ritter Daniher Financial Advisory LLC / DE | 0.35% | Reduce -2.5% | 13,432 | $1.1M |
| Csenge Advisory Group | 0.06% | New | 13,376 | $1.1M |
| First National Bank of Omaha | 0.07% | Add +1.6% | 13,332 | $1.1M |
| Perennial Investment Advisors, LLC | 0.15% | Reduce -5.3% | 13,309 | $1.1M |
| Tsfg, LLC | 0.25% | No change | 13,233 | $1.1M |
| TD Waterhouse Canada Inc. | 0.01% | Reduce -3.4% | 13,253 | $1.1M |
| Roundview Capital LLC | 0.08% | Reduce -5.7% | 13,158 | $1.1M |
| Mason & Associates, LLC | 0.35% | New | 13,107 | $1.1M |
| Summit Investment Advisory Services, LLC | 1.25% | Add +73.7% | 13,065 | $1.1M |
| Independent Financial Group, LLC | 0.04% | Reduce -9.9% | 13,000 | $1.1M |
| Guardian Asset Advisors, LLC | 0.77% | Reduce -23.8% | 12,883 | $1.0M |
| Campbell Newman Asset Management Inc. | 0.08% | No change | 12,840 | $1.0M |
| Wealthfront Advisers LLC | 0.00% | Add +18.3% | 12,838 | $1.0M |
| Occidental Asset Management, LLC | 0.18% | No change | 12,737 | $1.0M |
| Coppell Advisory Solutions LLC | 0.17% | — | 12,591 | $1.0M |
| Klingman & Associates, LLC | 0.07% | Add +1.0% | 12,564 | $1.0M |
| SVB Wealth LLC | 0.03% | No change | 12,539 | $1.0M |
| Continuum Advisory, LLC | 0.15% | Reduce -1.1% | 12,507 | $1.0M |
| Sunbelt Securities, Inc. | 0.10% | Reduce -1.5% | 12,497 | $1.0M |
| Benjamin F. Edwards & Company, Inc. | 0.02% | Add +0.8% | 12,484 | $1.0M |
| Gradient Investments LLC | 0.02% | Add +358.6% | 12,414 | $1.0M |
| Dynamic Advisor Solutions LLC | 0.03% | Reduce -2.0% | 12,411 | $1.0M |
| Goldstein Advisors, LLC | 0.17% | No change | 12,393 | $1.0M |
| Atria Investments, Inc | 0.01% | Reduce -28.3% | 12,331 | $1000K |
| Laird Norton Wetherby Wealth Management, LLC | 0.05% | Add +10.6% | 12,178 | $987K |
| Axxcess Wealth Management, LLC | 0.03% | No change | 12,142 | $984K |
| Ameritas Advisory Services, LLC | 0.04% | Add +0.0% | 12,096 | $981K |
| Pps&v Asset Management Consultants, Inc. | 0.70% | Reduce -24.6% | 12,074 | $979K |
| Pinnacle Wealth Management Advisory Group, LLC | 0.10% | No change | 11,809 | $957K |
| Avior Wealth Management, LLC | 0.04% | Add +160.2% | 11,744 | $952K |
| Okabena Investment Services Inc. | 0.30% | No change | 11,650 | $945K |
| Cullinan Associates Inc. | 0.05% | No change | 11,600 | $941K |
| Advisors Capital Management, LLC | 0.02% | Reduce -1.3% | 11,592 | $940K |
| Cassaday & Co Wealth Management LLC | 0.03% | Add +2.0% | 11,552 | $937K |
| Jupiter Wealth Management LLC | 0.50% | No change | 11,000 | $934K |
| Pine Haven Investment Counsel, Inc | 0.80% | No change | 11,522 | $934K |
| Heritage Trust Co | 0.12% | Reduce -5.5% | 11,501 | $933K |
| Pacific Financial Group Inc. | 0.66% | Add +0.2% | 11,465 | $930K |
| Concurrent Investment Advisors, LLC | 0.03% | Add +9.0% | 11,424 | $926K |
| Zacks Investment Management | 0.01% | Reduce -7.6% | 11,396 | $924K |
| Optivise Advisory Services LLC | 0.50% | — | 11,395 | $924K |
| Wintrust Investments LLC | 0.08% | Reduce -17.2% | 11,380 | $923K |
| United Bank | 0.11% | No change | 11,325 | $918K |
| Parthenon LLC | 0.12% | No change | 11,323 | $918K |
| Brown Brothers Harriman & Co. | 0.01% | Add +0.7% | 11,282 | $915K |
| Advisor Resource Council | 1.20% | Reduce -6.7% | 11,258 | $913K |
| USAdvisors Wealth Management, LLC | 0.32% | Reduce -2.0% | 11,237 | $911K |
| Well Done, LLC | 0.19% | Add +0.4% | 11,217 | $909K |
| Israel Discount Bank of New York | 1.44% | Reduce -28.4% | 11,133 | $903K |
| Columbia Asset Management | 0.17% | Add +0.0% | 11,064 | $897K |
| First Financial Bankshares Inc | 0.02% | Reduce -1.9% | 11,052 | $896K |
| Oppenheimer & Co. Inc. | 0.01% | Reduce -4.4% | 10,979 | $890K |
| Rhumbline Advisers | 0.00% | Reduce -58.8% | 10,919 | $885K |
| NBT Bank, N.A. | 0.06% | Add +298.1% | 10,836 | $879K |
| First Financial Bank - Trust Division | 0.09% | Reduce -8.2% | 10,776 | $874K |
| GM Advisory Group, LLC | 0.06% | New | 10,700 | $868K |
| Wealthquest Corp | 0.09% | Add +0.4% | 10,699 | $867K |
| Old Mission Capital LLC | 0.02% | New | 10,694 | $867K |
| Harbor Investment Advisory, LLC | 0.09% | Reduce -5.7% | 10,672 | $865K |
| Sandy Cove Advisors, LLC | 0.38% | No change | 10,655 | $864K |
| Winthrop Advisory Group LLC | 0.12% | Add +1.0% | 10,601 | $860K |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +0.3% | 10,577 | $858K |
| Marcum Wealth, LLC | 0.09% | Reduce -2.5% | 10,542 | $855K |
| Certified Advisory Corp | 0.11% | Add +35.5% | 10,493 | $851K |
| Operose Advisors LLC | 0.30% | Add +0.1% | 10,413 | $844K |
| Brasada Capital Management, LP | 0.15% | Add +1.7% | 10,192 | $842K |
| Saxony Capital Management, LLC | 0.92% | Reduce -24.2% | 10,364 | $840K |
| Obermeyer Wealth Partners | 0.05% | Add +66.9% | 10,303 | $835K |
| Narwhal Capital Management | 0.08% | No change | 10,231 | $830K |
| Capital Investment Advisors, LLC | 0.02% | Add +87.5% | 10,222 | $829K |
| Duncker Streett & Co. Inc. | 0.16% | Reduce -4.7% | 10,211 | $828K |
| Leslie Global Wealth, LLC | 0.48% | — | 10,205 | $827K |
| MidAtlantic Capital Management, Inc. | 0.69% | Reduce -1.9% | 10,185 | $826K |
| Paces Ferry Wealth Advisors, LLC | 0.50% | Reduce -0.2% | 10,154 | $823K |
| Certuity, LLC | 0.07% | Add +6.5% | 10,146 | $823K |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.02% | No change | 10,064 | $816K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.02% | Add +21.5% | 10,023 | $813K |
| Prio Wealth Limited Partnership | 0.02% | Reduce -1.3% | 9,961 | $808K |
| Strategic Financial Concepts, LLC | 0.47% | Add +3333.2% | 470,035 | $807K |
| Ironwood Financial, llc | 0.18% | Add +0.0% | 9,932 | $805K |
| Armor Investment Advisors, LLC | 0.37% | Reduce -1.9% | 9,927 | $805K |
| Jackson Hole Capital Partners, LLC | 0.18% | Add +0.3% | 9,927 | $805K |
| Leavell Investment Management, Inc. | 0.04% | Add +0.9% | 9,903 | $803K |
| World Investment Advisors | 0.05% | Add +182.7% | 9,846 | $798K |
| American National Bank & Trust | 0.10% | Add +6.9% | 9,806 | $795K |
| Beacon Financial Advisory LLC | 0.30% | Add +49.7% | 9,764 | $792K |
| EPIQ Capital Group, LLC | 0.28% | Add +0.3% | 9,680 | $785K |
| Plante Moran Financial Advisors, LLC | 0.08% | Reduce -35.2% | 9,667 | $784K |
| Breakwater Capital Group | 0.18% | No change | 9,666 | $784K |
| Foundations Investment Advisors, LLC | 0.02% | Reduce -11.3% | 9,521 | $772K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.02% | New | 9,515 | $771K |
| North Star Investment Management Corp. | 0.06% | No change | 9,488 | $769K |
| PFG Advisors | 0.05% | Add +18.0% | 9,488 | $769K |
| Strategic Advisors LLC | 0.15% | New | 9,434 | $765K |
| Gries Financial LLC | 0.16% | Reduce -53.8% | 9,419 | $764K |
| Beaumont Financial Advisors, LLC | 0.06% | Add +15.2% | 9,390 | $761K |
| Live Oak Private Wealth LLC | 0.13% | No change | 9,347 | $758K |
| Selective Wealth Management, Inc. | 0.33% | Add +0.2% | 9,321 | $751K |
| Ascent Group, LLC | 0.06% | Add +100.3% | 9,160 | $743K |
| Quantinno Capital Management LP | 0.01% | Add +114.8% | 9,120 | $739K |
| Aptus Capital Advisors, LLC | 0.01% | Reduce -1.3% | 9,117 | $739K |
| Qube Research & Technologies Ltd | 0.00% | Add +552.3% | 9,113 | $739K |
| Transcend Capital Advisors, LLC | 0.05% | Add +10.2% | 9,110 | $739K |
| Baron Wealth Management LLC | 0.38% | Add +0.2% | 9,101 | $738K |
| Trust Co of the South | 0.17% | No change | 9,045 | $733K |
| Mutual of America Capital Management LLC | 0.01% | No change | 9,035 | $733K |
| Viawealth, LLC | 0.45% | No change | 9,017 | $731K |
| Bensler, LLC | 0.10% | Add +0.0% | 8,964 | $727K |
| Manchester Capital Management LLC | 0.09% | Add +344.6% | 8,891 | $721K |
| Nemes Rush Group LLC | 0.10% | No change | 8,863 | $719K |
| LGL Partners, LLC | 0.10% | Add +0.3% | 8,743 | $709K |
| Mission Wealth Management, LP | 0.02% | Reduce -0.1% | 8,737 | $708K |
| Mill Capital Management, LLC | 0.06% | Add +366.5% | 8,724 | $707K |
| Next Level Private LLC | 0.32% | Add +0.3% | 8,706 | $706K |
| Guardian Wealth Advisors, LLC / NC | 0.08% | Reduce -3.0% | 8,705 | $706K |
| Brown, Lisle/Cummings, Inc. | 0.23% | No change | 8,700 | $705K |
| MassMutual Private Wealth & Trust, FSB | 0.02% | Add +8.3% | 8,661 | $702K |
| Pacific Global Investment Management Co. | 0.13% | No change | 8,633 | $700K |
| Arrowroot Family Office, LLC | 0.45% | Add +1.9% | 8,598 | $697K |
| Signature Estate & Investment Advisors LLC | 0.02% | Add +33.3% | 8,555 | $694K |
| Precision Wealth Strategies, LLC | 0.71% | No change | 8,533 | $692K |
| Investment Advisory Group, LLC | 0.27% | Reduce -1.3% | 8,508 | $690K |
| Essex Bank | 0.19% | Reduce -1.2% | 8,508 | $690K |
| Caprock Group, LLC | 0.03% | Add +0.7% | 8,507 | $690K |
| Ascentis Independent Advisors | 0.14% | — | 8,507 | $690K |
| BIP Wealth, LLC | 0.06% | Reduce -14.9% | 8,497 | $689K |
| Glassman Wealth Services | 0.13% | Reduce -0.4% | 8,397 | $681K |
| Retirement Planning Group, LLC | 0.04% | Reduce -4.8% | 8,353 | $677K |
| S&co Inc. | 0.05% | No change | 8,344 | $676K |
| BLB&B Advisors, LLC | 0.04% | Reduce -1.8% | 8,324 | $675K |
| QRG Capital Management, Inc. | 0.01% | Reduce -12.7% | 8,310 | $674K |
| Center for Financial Planning, Inc. | 0.10% | Reduce -2.4% | 8,233 | $668K |
| Bragg Financial Advisors, Inc | 0.03% | Reduce -2.7% | 8,183 | $663K |
| Dentgroup LLC | 0.53% | Reduce -15.9% | 8,067 | $654K |
| Mutual Advisors, LLC | 0.02% | Reduce -6.3% | 7,748 | $653K |
| Snowden Capital Advisors LLC | 0.02% | Reduce -3.3% | 8,045 | $652K |
| Dana Investment Advisors, Inc. | 0.02% | Reduce -3.2% | 7,991 | $648K |
| Pinnacle Bancorp, Inc. | 0.19% | No change | 7,960 | $645K |
| Moody LYNN Lieberson & Walker, LLC | 0.04% | No change | 7,902 | $641K |
| Intrua Financial, LLC | 0.10% | Reduce -18.0% | 7,845 | $636K |
| Forum Private Client Group LLC | 0.30% | Reduce -13.5% | 7,843 | $636K |
| First Commonwealth Financial Corp | 0.16% | Reduce -3.3% | 7,815 | $634K |
| Beese Fulmer Investment Management, Inc. | 0.06% | Reduce -0.8% | 7,804 | $633K |
| Hunter Associates Investment Management LLC | 0.11% | Reduce -3.7% | 7,794 | $632K |
| Old Second National Bank of Aurora | 0.16% | No change | 7,780 | $631K |
| Sapient Capital LLC | 0.01% | No change | 7,713 | $625K |
| Buckhead Capital Management LLC | 0.21% | No change | 7,700 | $624K |
| Windsor Capital Management, LLC | 0.19% | Reduce -0.3% | 7,700 | $624K |
| Brady Family Wealth, LLC | 0.20% | Add +0.2% | 7,683 | $623K |
| Allworth Financial LP | 0.00% | Reduce -34.1% | 7,467 | $623K |
| Smithfield Trust Co | 0.03% | Reduce -0.7% | 7,715 | $621K |
| Shepherd Financial Partners LLC | 0.08% | Reduce -4.0% | 7,537 | $611K |
| BlueSky Wealth Advisors, LLC | 0.10% | No change | 7,481 | $607K |
| Insigneo Advisory Services, LLC | 0.07% | Add +5.6% | 7,567 | $605K |
| Walled Lake Planning & Wealth Management, LLC | 0.25% | Add +19.1% | 7,449 | $604K |
| Lee Danner & Bass Inc. | 0.05% | — | 7,384 | $599K |
| SpiderRock Advisors, LLC | 0.02% | New | 7,385 | $599K |
| Altus Wealth Group LLC | 0.30% | Reduce -25.4% | 7,336 | $595K |
| MCF Advisors LLC | 0.04% | Reduce -0.0% | 7,333 | $595K |
| ICW Investment Advisors LLC | 0.27% | No change | 7,314 | $593K |
| Angeles Wealth Management, LLC | 0.06% | No change | 7,299 | $592K |
| New England Professional Planning Group Inc. | 0.31% | Add +0.1% | 7,286 | $591K |
| FourThought Financial Partners, LLC | 0.08% | No change | 7,259 | $589K |
| Empower Advisory Group, LLC | 0.00% | Reduce -6.5% | 7,203 | $584K |
| My Personal CFO, LLC | 0.31% | Add +0.0% | 7,189 | $583K |
| Foster Dykema Cabot & Partners, LLC | 0.05% | Reduce -1.0% | 7,178 | $582K |
| Greenhouse Wealth Management, LLC | 0.42% | Add +0.3% | 7,167 | $581K |
| AAF Wealth Management, LLC | 0.30% | Reduce -16.6% | 7,146 | $579K |
| Graypoint LLC | 0.04% | Add +1.3% | 7,136 | $579K |
| Vertex Planning Partners, LLC | 0.15% | Add +0.0% | 7,099 | $576K |
| Baldwin Wealth Partners LLC | 0.04% | Reduce -8.8% | 7,086 | $575K |
| Stratos Investment Management, LLC | 0.05% | Reduce -27.5% | 7,080 | $574K |
| Stevens Capital Partners | 0.30% | Add +0.2% | 7,069 | $573K |
| McNaughton Wealth Management, LLC | 0.30% | Reduce -4.8% | 7,062 | $573K |
| Bear Mountain Capital, Inc. | 0.23% | Add +0.2% | 6,857 | $572K |
| Allen Mooney & Barnes Investment Advisors LLC | 0.10% | New | 7,050 | $572K |
| Cranbrook Wealth Management, LLC | 0.14% | No change | 7,020 | $569K |
| Cape Cod Five Cents Savings Bank | 0.05% | No change | 7,001 | $568K |
| Thompson Siegel & Walmsley LLC | 0.01% | Add +2.6% | 6,992 | $567K |
| Florida Trust Wealth Management Co | 0.02% | Reduce -2.6% | 6,984 | $566K |
| James J. Burns & Company, LLC | 0.11% | Add +103.6% | 6,952 | $564K |
| Anson Capital, Inc. | 0.55% | No change | 6,933 | $562K |
| First PREMIER Bank | 0.15% | Add +26.4% | 6,928 | $561K |
| Tompkins Financial Corp. | 0.06% | No change | 6,883 | $558K |
| Ballew Advisors, Inc | 0.37% | Reduce -1.6% | 6,670 | $558K |
| Kanawha Capital Management LLC | 0.04% | Add +2.9% | 6,882 | $558K |
| Neuberger Berman Group LLC | 0.00% | Reduce -10.9% | 6,862 | $556K |
| Thomasville National Bank | 0.04% | Reduce -0.7% | 6,839 | $555K |
| Wedmont Private Capital | 0.03% | Reduce -7.8% | 6,633 | $553K |
| Montag A & Associates Inc. | 0.03% | Add +0.1% | 6,804 | $552K |
| First American Trust, FSB | 0.06% | Reduce -4.0% | 6,801 | $551K |
| TPG Financial Advisors, LLC | 0.26% | — | 6,763 | $548K |
| Flagship Harbor Advisors, LLC | 0.03% | Add +64.3% | 6,752 | $547K |
| Narus Financial Partners, LLC | 0.22% | Add +14.7% | 6,746 | $547K |
| Tower Research Capital LLC (TRC) | 0.01% | Reduce -64.5% | 6,745 | $547K |
| Osborne Partners Capital Management, LLC | 0.03% | Add +2.1% | 6,740 | $546K |
| HRT Financial LP | 0.00% | New | 6,717 | $544K |
| Larson Financial Group LLC | 0.04% | Reduce -0.9% | 6,672 | $541K |
| Fermata Advisors, LLC | 0.12% | No change | 6,619 | $537K |
| Optimum Investment Advisors | 0.24% | Reduce -6.8% | 6,604 | $535K |
| Home Federal Bank of Tennessee | 0.16% | New | 6,600 | $535K |
| JNBA Financial Advisors | 0.06% | No change | 6,585 | $534K |
| Caldwell Trust Co | 0.06% | Reduce -1.5% | 6,539 | $530K |
| Lindbrook Capital, LLC | 0.05% | Reduce -70.1% | 6,528 | $529K |
| Harbour Investments, Inc. | 0.02% | Add +1.1% | 6,502 | $527K |
| Tranquility Partners, LLC | 0.20% | Add +6.8% | 6,492 | $526K |
| Private Ocean, LLC | 0.05% | No change | 6,479 | $525K |
| Bar Harbor Wealth Management | 0.03% | No change | 6,439 | $522K |
| SMI Advisory Services, LLC | 0.13% | New | 6,442 | $519K |
| Farmers & Merchants Trust Co of Chambersburg PA | 0.21% | No change | 6,396 | $519K |
| Fort Washington Investment Advisors Inc. | 0.00% | No change | 6,370 | $516K |
| Destiny Wealth Partners, LLC | 0.09% | Add +45.1% | 6,343 | $514K |
| Reston Wealth Management LLC | 0.20% | Reduce -4.5% | 6,324 | $513K |
| Western Wealth Management, LLC | 0.04% | Reduce -5.7% | 6,309 | $512K |
| Mathes Company, Inc. | 0.19% | No change | 6,301 | $511K |
| Cordatus Wealth Management LLC | 0.19% | New | 6,296 | $510K |
| Bangor Savings Bank | 0.05% | No change | 6,270 | $508K |
| Segment Wealth Management, LLC | 0.04% | No change | 6,257 | $507K |
| Global Retirement Partners, LLC | 0.02% | Reduce -30.3% | 6,228 | $505K |
| Northeast Financial Consultants Inc | 0.02% | No change | 6,208 | $503K |
| Alesco Advisors, LLC, An ESL Co | 0.02% | No change | 6,200 | $503K |
| REDW Wealth LLC | 0.13% | No change | 6,196 | $502K |
| Valley Forge Investment Consultants Inc. Adv | 0.19% | No change | 6,191 | $502K |
| Advisory Resource Group | 0.11% | Add +3.9% | 6,178 | $501K |
| First Nebraska Trust Co | 0.05% | No change | 6,150 | $499K |
| Hollencrest Capital Management | 0.02% | No change | 6,120 | $496K |
| Westmount Partners, LLC | 0.16% | Reduce -0.1% | 6,158 | $495K |
| DBK Financial Counsel, LLC | 0.54% | No change | 6,105 | $495K |
| GYL Financial Synergies, LLC | 0.04% | No change | 6,098 | $494K |
| Forum Financial Management, LP | 0.01% | No change | 6,096 | $494K |
| Moors & Cabot, Inc. | 0.03% | Add +13.0% | 6,076 | $493K |
| Eight 31 Financial, LLC | 0.38% | Reduce -3.2% | 6,061 | $491K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Reduce -8.8% | 6,019 | $488K |
| Richardson Capital Management LLC | 0.37% | Reduce -4.1% | 6,005 | $487K |
| TFC Financial Management, Inc. | 0.09% | Reduce -4.0% | 6,000 | $486K |
| Deutsche Bank AG | 0.00% | Reduce -1.3% | 5,991 | $486K |
| Freestone Capital Holdings, LLC | 0.02% | Add +5.6% | 5,975 | $484K |
| Edgemoor Investment Advisors, Inc. | 0.05% | No change | 5,960 | $483K |
| True Link Financial Advisors, LLC | 0.04% | Reduce -5.8% | 5,953 | $483K |
| Brand Asset Management Group, Inc. | 0.20% | No change | 5,943 | $482K |
| Alpha Financial Partners LLC | 0.42% | New | 5,931 | $481K |
| LMCG Investments, LLC | 0.03% | No change | 5,871 | $476K |
| Adero Partners, LLC | 0.03% | No change | 5,853 | $475K |
| Cyndeo Wealth Partners, LLC | 0.04% | Reduce -0.9% | 5,843 | $474K |
| Planning Capital Management Corp | 0.33% | Reduce -0.4% | 5,840 | $473K |
| Kowal Investment Group, LLC | 0.09% | Reduce -7.4% | 5,824 | $472K |
| Moss Adams Wealth Advisors LLC | 0.07% | No change | 5,815 | $471K |
| Jane Street Group, LLC | 0.00% | Reduce -85.7% | 5,747 | $466K |
| Salomon & Ludwin, LLC | 0.05% | Reduce -1.7% | 5,714 | $463K |
| Phoenix Wealth Advisors | 0.23% | Add +28.6% | 5,701 | $462K |
| Mgo One Seven LLC | 0.02% | Add +51.0% | 5,690 | $461K |
| Palisade Asset Management, LLC | 0.05% | Add +0.0% | 5,665 | $459K |
| Caldwell Sutter Capital, Inc. | 0.23% | No change | 5,664 | $459K |
| Sfmg, LLC | 0.04% | No change | 5,637 | $457K |
| Financial Advocates Investment Management | 0.03% | Add +7.2% | 5,626 | $456K |
| Veracity Capital LLC | 0.19% | Reduce -1.6% | 5,616 | $455K |
| Founders Financial Alliance, LLC | 0.13% | Reduce -0.4% | 5,581 | $453K |
| Nicolet Bankshares Inc. | 0.09% | No change | 5,564 | $451K |
| Macroview Investment Management LLC | 0.48% | Add +68.6% | 5,541 | $449K |
| Register Financial Advisors LLC | 0.22% | Reduce -0.2% | 5,468 | $443K |
| Blodgett Wealth Advisors, LLC | 0.38% | No change | 5,468 | $443K |
| Fourpath Capital Management, LLC | 0.33% | Reduce -1.2% | 5,465 | $443K |
| HBC Financial Services, PLLC | 0.28% | No change | 5,266 | $443K |
| Ironwood Wealth Management, LLC. | 0.14% | Reduce -2.9% | 5,455 | $442K |
| Jamison Private Wealth Management, Inc. | 0.07% | No change | 5,449 | $442K |
| Jaffetilchin Investment Partners, LLC | 0.04% | Add +0.8% | 5,421 | $440K |
| Clarity Capital Partners LLC | 0.27% | Reduce -1.6% | 5,416 | $439K |
| Harbour Capital Advisors, LLC | 0.10% | Reduce -5.8% | 5,436 | $437K |
| First National Bank & Trust Co. of Newtown | 0.09% | No change | 5,344 | $433K |
| 49 Wealth Management, LLC | 0.09% | Reduce -0.5% | 5,376 | $432K |
| TCI Wealth Advisors, Inc. | 0.04% | No change | 5,307 | $430K |
| Colonial Trust Advisors | 0.04% | No change | 5,300 | $430K |
| Callan Capital, LLC | 0.04% | Add +0.1% | 5,288 | $429K |
| Carnegie Investment Counsel | 0.01% | Reduce -0.7% | 5,277 | $428K |
| RiverFront Investment Group, LLC | 0.01% | New | 5,254 | $426K |
| Zhang Financial LLC | 0.03% | Add +0.1% | 5,253 | $426K |
| Encompass Wealth Advisors, LLC | 0.11% | No change | 5,249 | $426K |
| Spinnaker Trust | 0.03% | No change | 5,202 | $422K |
| Parsons Capital Management Inc. | 0.03% | Add +0.8% | 5,196 | $421K |
| Mach-1 Financial Group, LLC | 0.30% | Add +8.2% | 5,176 | $421K |
| Bordeaux Wealth Advisors LLC | 0.08% | Add +1.3% | 5,184 | $420K |
| SOL Capital Management CO | 0.05% | No change | 5,180 | $420K |
| Summit Trail Advisors, LLC | 0.01% | Add +0.0% | 5,174 | $420K |
| Creative Financial Designs Inc. | 0.04% | Reduce -0.7% | 5,155 | $418K |
| Edge Capital Group, LLC | 0.02% | No change | 5,144 | $417K |
| Hirtle & Co., LLC | 0.02% | No change | 5,143 | $417K |
| Gratus Capital, LLC | 0.02% | No change | 5,100 | $414K |
| Wealthspire Retirement, LLC | 0.03% | Add +0.3% | 5,036 | $408K |
| Weil Company, Inc. | 0.15% | No change | 5,036 | $408K |
| Flagship Private Wealth, LLC | 0.24% | Add +0.3% | 5,026 | $408K |
| Waldron Private Wealth LLC | 0.02% | Reduce -30.1% | 5,004 | $406K |
| E&G Advisors, LLC | 0.12% | No change | 5,000 | $405K |
| Herold Advisors, Inc. | 0.09% | No change | 5,000 | $405K |
| GHP Investment Advisors, Inc. | 0.02% | Add +3.3% | 4,994 | $405K |
| Valued Retirements, Inc. | 0.61% | No change | 4,990 | $405K |
| Arthur M. Cohen & Associates, LLC | 0.07% | Add +0.1% | 4,989 | $405K |
| SilverOak Wealth Management LLC | 0.10% | No change | 4,986 | $404K |
| Castle Wealth Management LLC | 0.19% | No change | 4,960 | $402K |
| HM Payson & Co. | 0.01% | No change | 4,952 | $402K |
| Christensen, King & Associates Investment Services, Inc. | 0.20% | Add +1.7% | 4,933 | $400K |
| Dechtman Wealth Management, LLC | 0.09% | Reduce -31.6% | 4,925 | $399K |
| Flagstone Financial Management | 0.15% | No change | 4,922 | $399K |
| Diversified Portfolios, Inc. | 0.05% | Reduce -2.0% | 4,920 | $399K |
| Prosperity Consulting Group, LLC | 0.05% | Reduce -5.0% | 4,896 | $397K |
| TBH Global Asset Management, LLC | 0.09% | Reduce -28.5% | 4,875 | $395K |
| Trust Co | 0.05% | Add +11.5% | 4,854 | $394K |
| Broadview Financial Management, LLC | 0.29% | Add +0.3% | 4,845 | $393K |
| First Financial Corp. | 0.20% | No change | 4,840 | $392K |
| Invenio Wealth Partners LLC | 0.19% | Reduce -6.2% | 4,838 | $392K |
| Colonial Trust Co / SC | 0.07% | Add +286.0% | 4,825 | $391K |
| Quantum Private Wealth, LLC | 0.14% | New | 4,821 | $391K |
| Plancorp, LLC | 0.02% | No change | 4,817 | $391K |
| Wealth Dimensions Group, Ltd. | 0.11% | Reduce -1.6% | 4,794 | $389K |
| Kolinsky Wealth Management, LLC | 0.28% | Add +7.5% | 4,791 | $388K |
| Affinity Capital Advisors, LLC | 0.08% | Add +1.3% | 4,768 | $387K |
| Jefferies Financial Group Inc. | 0.01% | No change | 4,740 | $384K |
| Topel & Distasi Wealth Management, LLC | 0.17% | Add +34.8% | 4,735 | $384K |
| Legacy Financial Advisors, Inc. | 0.07% | No change | 4,716 | $382K |
| Joel Isaacson & Co., LLC | 0.02% | Add +2.9% | 4,694 | $381K |
| Holistic Financial Partners | 0.19% | No change | 4,600 | $373K |
| West Oak Capital, LLC | 0.15% | No change | 4,600 | $373K |
| Russell Investments Group, Ltd. | 0.00% | Add +89.7% | 4,597 | $373K |
| American Financial & Tax Strategies Inc. | 0.20% | Reduce -9.0% | 4,580 | $371K |
| Cassia Capital Partners, LLC | 0.24% | No change | 4,564 | $370K |
| PBMares Wealth Management LLC | 0.09% | No change | 4,553 | $369K |
| NCM Capital Management, LLC | 0.19% | Reduce -5.2% | 4,552 | $369K |
| Arrow Financial Corp | 0.04% | Reduce -3.6% | 4,526 | $367K |
| King Wealth Management Group | 0.06% | No change | 4,520 | $366K |
| MTM Investment Management, LLC | 0.15% | No change | 4,466 | $362K |
| Avantax Planning Partners, Inc. | 0.01% | Reduce -3.0% | 4,438 | $360K |
| Checchi Capital Advisers, LLC | 0.03% | No change | 4,436 | $360K |
| Hancock Whitney Corp. | 0.01% | Reduce -0.4% | 4,436 | $360K |
| BlueChip Wealth Advisors LLC | 0.21% | No change | 4,423 | $359K |
| HMS Capital Management, LLC | 0.19% | No change | 4,393 | $356K |
| CW Advisors, LLC | 0.01% | Add +15.5% | 4,393 | $356K |
| Northeast Investment Management | 0.02% | No change | 4,391 | $356K |
| Integral Investment Advisors, Inc. | 0.13% | New | 4,392 | $356K |
| Sage Private Wealth Group, LLC | 0.30% | Reduce -41.0% | 4,374 | $355K |
| Fiduciary Group, LLC | 0.04% | No change | 4,372 | $354K |
| Colorado Capital Management, Inc. | 0.20% | No change | 4,365 | $354K |
| Guidance Point Advisors, LLC | 0.12% | Add +2.9% | 4,365 | $354K |
| West Coast Financial LLC | 0.04% | No change | 4,364 | $354K |
| Optas, LLC | 0.09% | No change | 4,345 | $352K |
| Advisory Alpha, LLC | 0.01% | Add +0.1% | 4,317 | $350K |
| Wedgewood Investors Inc. | 0.42% | — | 4,314 | $350K |
| MWA Asset Management | 0.25% | Reduce -1.4% | 4,314 | $350K |
| Rehmann Capital Advisory Group | 0.03% | Reduce -1.8% | 4,312 | $350K |
| Peddock Capital Advisors, LLC | 0.09% | Add +2.4% | 4,301 | $349K |
| HTLF Bank | 0.04% | Reduce -1.8% | 4,300 | $349K |
| Stiles Financial Services Inc | 0.13% | New | 4,286 | $348K |
| Willow Creek Wealth Management Inc. | 0.04% | No change | 4,273 | $346K |
| Fortitude Advisory Group L.L.C. | 0.21% | Reduce -0.9% | 4,273 | $346K |
| Patriot Financial Group Insurance Agency, LLC | 0.05% | Reduce -0.2% | 4,233 | $343K |
| Community Bank of Raymore | 0.27% | Add +7.6% | 4,229 | $343K |
| Truepoint, Inc. | 0.01% | No change | 4,219 | $342K |
| Bouchey Financial Group, Ltd. | 0.03% | Add +0.0% | 4,230 | $342K |
| Wellington Management Group LLP | 0.00% | No change | 4,200 | $341K |
| Roble, Belko & Company, Inc | 0.06% | Reduce -7.2% | 4,166 | $338K |
| Sentinel Trust Co. Lba | 0.04% | No change | 4,165 | $338K |
| Arbor Investment Advisors, LLC | 0.05% | No change | 4,161 | $337K |
| Hohimer Wealth Management, LLC | 0.08% | No change | 4,150 | $336K |
| Sunpointe, LLC | 0.22% | New | 4,148 | $336K |
| Versant Capital Management, Inc | 0.09% | No change | 4,144 | $336K |
| Bernardo Wealth Planning LLC | 0.09% | No change | 4,132 | $335K |
| Merit Financial Group, LLC | 0.01% | Add +26.4% | 4,116 | $334K |
| Old Mission Investment Co LLC | 0.11% | No change | 4,100 | $332K |
| Mitchell McLeod Pugh & Williams Inc. | 0.08% | No change | 4,080 | $331K |
| Belpointe Asset Management LLC | 0.02% | Add +9.8% | 4,075 | $330K |
| Bell Bank | 0.03% | No change | 4,073 | $330K |
| Lutz Financial Services LLC | 0.03% | No change | 4,068 | $330K |
| Howland Capital Management LLC | 0.02% | Reduce -11.0% | 4,049 | $328K |
| Heck Capital Advisors, LLC | 0.04% | No change | 4,047 | $328K |
| Fisher Asset Management | 0.00% | New | 4,044 | $328K |
| Aprio Wealth Management, LLC | 0.06% | Reduce -0.1% | 4,041 | $328K |
| WealthShield Partners, LLC | 0.05% | No change | 4,035 | $327K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +13.2% | 4,006 | $325K |
| Biltmore Family Office, LLC | 0.06% | No change | 4,000 | $324K |
| Baker Avenue Asset Management, LP | 0.01% | Reduce -9.8% | 4,000 | $324K |
| Magnus Financial Group LLC | 0.04% | Add +0.3% | 3,998 | $324K |
| KMG Fiduciary Partners, LLC | 0.03% | Add +0.1% | 3,978 | $323K |
| Trust Co. of Vermont | 0.02% | Add +29.9% | 3,976 | $322K |
| Spirepoint Private Client, LLC | 0.05% | No change | 3,975 | $322K |
| Prairie Wealth Advisors, Inc. | 0.16% | No change | 3,960 | $321K |
| V2 Financial group LLC | 0.21% | No change | 3,800 | $320K |
| Betterment LLC | 0.00% | Add +2.9% | 3,930 | $319K |
| First National Advisers, LLC | 0.06% | New | 3,900 | $316K |
| CPA Asset Management Group, LLC | 0.17% | No change | 3,899 | $316K |
| Valley National Advisers Inc. | 0.05% | Reduce -9.2% | 3,888 | $315K |
| Fairman Group, LLC | 0.32% | Add +0.1% | 3,875 | $314K |
| Clayton Financial Group LLC | 0.14% | Add +36.7% | 3,719 | $313K |
| IMS Capital Management | 0.15% | No change | 3,700 | $312K |
| Kavar Capital Partners Group, LLC | 0.06% | Add +4.5% | 3,850 | $312K |
| Unionview, LLC | 0.25% | Add +0.2% | 3,847 | $312K |
| Relyea Zuckerberg Hanson LLC | 0.05% | Add +0.0% | 3,836 | $311K |
| PACK Private Wealth, LLC | 0.19% | No change | 3,822 | $310K |
| Financial Alternatives, Inc | 0.23% | No change | 3,814 | $309K |
| Evermay Wealth Management LLC | 0.05% | No change | 3,784 | $307K |
| Sax Wealth Advisors, LLC | 0.03% | Add +3.0% | 3,749 | $304K |
| First Manhattan Co. Llc. | 0.00% | No change | 3,686 | $299K |
| United Community Bank | 0.12% | No change | 3,681 | $298K |
| Mission Creek Capital Partners, Inc. | 0.08% | No change | 3,680 | $298K |
| Fund Evaluation Group, LLC | 0.02% | No change | 3,681 | $298K |
| Detalus Advisors, LLC | 0.10% | Add +9.0% | 3,663 | $297K |
| Kingswood Wealth Advisors, LLC | 0.03% | Add +18.4% | 3,633 | $295K |
| Poehling Capital Management, INC. | 0.08% | No change | 3,588 | $291K |
| Atlantic Edge Private Wealth Management, LLC | 0.10% | No change | 3,586 | $291K |
| Adirondack Trust Co. | 0.12% | Add +0.3% | 3,569 | $289K |
| Algorithmic Investment Models, LLC | 0.23% | New | 3,567 | $289K |
| CreativeOne Wealth, LLC | 0.01% | New | 3,564 | $289K |
| Trail Ridge Investment Advisors, LLC | 0.15% | Add +3.8% | 3,561 | $289K |
| Fragasso Financial Advisors Inc | 0.02% | Reduce -4.1% | 3,561 | $289K |
| D. Scott Neal, Inc. | 0.16% | No change | 3,560 | $289K |
| Partners in Financial Planning | 0.06% | Add +0.2% | 3,554 | $288K |
| Victory Financial Group, LLC | 0.13% | No change | 3,544 | $287K |
| Waterfront Wealth Inc. | 0.08% | Add +0.0% | 3,538 | $287K |
| Arkadios Wealth Advisors | 0.02% | New | 3,521 | $286K |
| Capital Analysts, LLC | 0.01% | Reduce -3.0% | 3,504 | $284K |
| ARS Wealth Advisors Group, LLC | 0.04% | Reduce -15.0% | 3,494 | $283K |
| Bruce G. Allen Investments, LLC | 0.24% | Add +0.3% | 3,448 | $280K |
| Boston Common Asset Management, LLC | 0.01% | No change | 3,444 | $279K |
| PGIM Custom Harvest LLC | 0.01% | Add +26.7% | 3,436 | $279K |
| New Covenant Trust Company, N.A. | 0.32% | Add +2.5% | 3,330 | $278K |
| Acima Private Wealth, LLC | 0.10% | No change | 3,404 | $276K |
| First Personal Financial Services | 0.06% | Reduce -18.1% | 3,394 | $275K |
| VestGen Investment Management | 0.08% | New | 3,387 | $275K |
| WealthCollab, LLC | 0.20% | No change | 3,366 | $273K |
| Orion Porfolio Solutions, LLC | 0.00% | New | 3,360 | $272K |
| Orion Portfolio Solutions, LLC | 0.00% | New | 3,360 | $272K |
| LBMC Investment Advisors, LLC | 0.02% | No change | 3,347 | $271K |
| Kure Advisory, LLC | 0.22% | New | 3,335 | $270K |
| Union Savings Bank | 0.14% | Add +50.0% | 3,329 | $270K |
| Aaron Wealth Advisors LLC | 0.04% | Reduce -21.6% | 3,310 | $268K |
| Objectivity Squared, LLC | 0.21% | Add +0.3% | 3,143 | $268K |
| Associated Banc-Corp | 0.01% | Add +35.2% | 3,301 | $268K |
| Riverview Trust Co | 0.25% | Reduce -3.0% | 3,295 | $267K |
| O'ROURKE & COMPANY, Inc | 0.15% | No change | 3,299 | $267K |
| Everhart Financial Group, Inc. | 0.07% | No change | 3,289 | $267K |
| Von Berge Wealth Management Group, LLC | 0.17% | No change | 3,310 | $266K |
| Meridian Investment Counsel Inc. | 0.08% | No change | 3,275 | $266K |
| Tennessee Valley Asset Management Partners | 0.05% | Add +0.2% | 3,253 | $264K |
| Cordgrass Capital Advisors, LLC | 0.08% | No change | 3,250 | $264K |
| LVZ, Inc. | 0.04% | No change | 3,249 | $263K |
| Octavia Wealth Advisors, LLC | 0.04% | Add +5.3% | 3,237 | $262K |
| AlTi Global, Inc. | 0.01% | Add +1.4% | 3,216 | $261K |
| Armstrong Henry H Associates Inc. | 0.03% | New | 3,205 | $260K |
| RFG Advisory, LLC | 0.01% | Add +9.1% | 3,197 | $259K |
| Vaughan David Investments LLC | 0.01% | No change | 3,194 | $259K |
| Enterprise Bank & Trust Co | 0.09% | No change | 3,190 | $259K |
| Clear Creek Financial Management, LLC | 0.03% | No change | 3,176 | $258K |
| Romano Brothers and Company | 0.04% | No change | 3,170 | $257K |
| Guyasuta Investment Advisors Inc. | 0.02% | No change | 3,300 | $257K |
| Formidable Asset Management, LLC | 0.04% | No change | 3,160 | $256K |
| Townsend Asset Management Corp. /NC/ | 0.10% | Add +0.1% | 3,150 | $255K |
| Strategic Blueprint, LLC | 0.02% | No change | 3,143 | $255K |
| Savvy Advisors, Inc. | 0.08% | Add +1.6% | 3,131 | $254K |
| Ignite Planners, LLC | 0.06% | New | 3,146 | $254K |
| Emerald Advisors, LLC | 0.04% | No change | 3,117 | $253K |
| Tritonpoint Wealth, LLC | 0.02% | New | 3,110 | $252K |
| Marble Harbor Investment Counsel, LLC | 0.03% | No change | 3,095 | $251K |
| Great Oak Capital Partners, LLC | 0.09% | No change | 3,049 | $250K |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 0.05% | No change | 3,084 | $250K |
| International Assets Investment Management, LLC | 0.02% | Add +4.9% | 3,080 | $250K |
| CRA Financial Services, LLC | 0.05% | Reduce -11.7% | 3,079 | $250K |
| Peak Asset Management, LLC | 0.05% | Reduce -22.6% | 3,075 | $249K |
| SignalPoint Asset Management, LLC | 0.07% | No change | 3,063 | $248K |
| Main Line Retirement Advisors, LLC | 0.19% | Add +0.3% | 3,051 | $247K |
| 1834 Investment Advisors Co. | 0.03% | No change | 3,028 | $246K |
| Weaver Consulting Group | 0.09% | No change | 3,024 | $245K |
| Ulland Investment Advisors, LLC | 0.19% | Reduce -1.1% | 3,025 | $245K |
| TPG Advisors LLC | 0.21% | — | 3,020 | $245K |
| Pacific Sun Financial Corp | 0.14% | No change | 3,020 | $245K |
| TFG Advisers LLC | 0.09% | Reduce -4.5% | 3,017 | $245K |
| Signaturefd, LLC | 0.01% | No change | 3,015 | $244K |
| Front Row Advisors LLC | 0.08% | Add +6.9% | 3,010 | $244K |
| Central Valley Advisors, LLC | 0.10% | New | 1,400 | $244K |
| Eclectic Associates Inc. | 0.11% | No change | 3,000 | $243K |
| DHJJ Financial Advisors, Ltd. | 0.10% | No change | 3,000 | $243K |
| Alpha Omega Wealth Management LLC | 0.05% | No change | 2,998 | $243K |
| Arete Wealth Advisors, LLC | 0.02% | New | 3,007 | $243K |
| SeaCrest Wealth Management, LLC | 0.03% | New | 2,995 | $243K |
| Townsquare Capital LLC | 0.00% | Reduce -0.5% | 2,994 | $243K |
| AdvisorNet Financial, Inc | 0.02% | Add +34.1% | 2,994 | $243K |
| Family Investment Center, Inc. | 0.07% | No change | 2,992 | $243K |
| Marino, Stram & Associates LLC | 0.06% | Reduce -9.4% | 2,982 | $242K |
| Grey Ledge Advisors, LLC | 0.07% | No change | 2,975 | $241K |
| Flaharty Asset Management, LLC | 0.04% | No change | 2,975 | $241K |
| Galvin, Gaustad & Stein, LLC | 0.02% | Reduce -1.7% | 2,964 | $240K |
| Fairhaven Wealth Management, LLC | 0.08% | No change | 2,958 | $240K |
| Royal Harbor Partners, LLC | 0.10% | Reduce -2.2% | 2,948 | $239K |
| First Bank & Trust | 0.05% | No change | 2,943 | $239K |
| Apexium Financial, LP | 0.02% | Add +0.2% | 2,929 | $237K |
| Parkside Financial Bank & Trust | 0.04% | Add +29.1% | 2,926 | $237K |
| Davis Investment Partners, LLC | 0.10% | No change | 2,868 | $237K |
| Fernwood Investment Management, LLC | 0.07% | No change | 2,920 | $237K |
| Tortoise Investment Management, LLC | 0.03% | Reduce -14.3% | 2,915 | $236K |
| TAGStone Capital, Inc. | 0.13% | No change | 2,915 | $236K |
| TruWealth Advisors, LLC | 0.02% | No change | 2,905 | $236K |
| Fidelity D & D Bancorp Inc. | 0.18% | No change | 2,889 | $234K |
| Fairfield, Bush & Co. | 0.14% | Reduce -6.9% | 2,883 | $234K |
| Horizons Wealth Management | 0.19% | No change | 2,793 | $233K |
| Olistico Wealth, LLC | 0.15% | Add +0.1% | 2,863 | $232K |
| ProVise Management Group, LLC | 0.02% | Reduce -2.0% | 2,855 | $231K |
| Park Place Capital Corp | 0.07% | Reduce -10.3% | 2,840 | $230K |
| FF Advisors,LLC | 0.16% | New | 2,839 | $230K |
| Stephenson & Company, Inc. | 0.17% | Add +1.4% | 2,834 | $230K |
| Good Life Advisors, LLC | 0.02% | Reduce -3.9% | 2,832 | $230K |
| Horan Securities, Inc. | 0.10% | Add +0.2% | 2,806 | $228K |
| American Money Management, LLC | 0.05% | No change | 2,800 | $227K |
| PCA Investment Advisory Services Inc. | 0.12% | Add +0.0% | 2,800 | $227K |
| TCTC Holdings, LLC | 0.01% | Reduce -4.7% | 2,795 | $227K |
| Ledyard National Bank | 0.02% | Reduce -3.5% | 2,789 | $226K |
| GW&K Investment Management, LLC | 0.00% | Reduce -1.8% | 2,786 | $226K |
| Enzi Wealth | 0.10% | Reduce -21.4% | 2,795 | $226K |
| Perkins Coie Trust Co | 0.05% | Reduce -0.7% | 2,780 | $225K |
| Scotia Capital Inc. | 0.00% | No change | 2,763 | $224K |
| Wealth Group Ltd | 0.07% | No change | 2,753 | $223K |
| Vantage Financial Partners, LLC | 0.06% | Reduce -19.1% | 2,753 | $223K |
| Madden Advisory Services, Inc. | 0.11% | No change | 2,736 | $222K |
| HighMark Wealth Management LLC | 0.13% | No change | 2,722 | $221K |
| DGS Capital Management, LLC | 0.06% | No change | 2,712 | $220K |
| Aspen Investment Management Inc | 0.11% | No change | 2,700 | $219K |
| Mason Investment Advisory Services, Inc. | 0.01% | Add +1.4% | 2,693 | $218K |
| jvl associates llc | 0.09% | No change | 2,676 | $217K |
| NBW Capital LLC | 0.04% | No change | 2,671 | $217K |
| MainStreet Investment Advisors LLC | 0.03% | No change | 2,660 | $216K |
| Vickerman Investment Advisors, Inc. | 0.07% | Reduce -0.4% | 2,655 | $215K |
| Diversify Advisory Services, LLC | 0.01% | Reduce -99.0% | 2,663 | $215K |
| Silverleafe Capital Partners, LLC | 0.08% | No change | 2,640 | $214K |
| Thrive Wealth Management, LLC | 0.04% | No change | 2,633 | $214K |
| First Heartland Consultants, Inc. | 0.02% | Reduce -3.8% | 2,626 | $213K |
| Argent Capital Management LLC | 0.01% | New | 2,610 | $212K |
| IFG Advisory, LLC | 0.01% | New | 2,609 | $212K |
| EverSource Wealth Advisors, LLC | 0.01% | Add +8.8% | 2,485 | $211K |
| Burney Co./ | 0.01% | No change | 2,600 | $211K |
| ICONIQ Capital, LLC | 0.00% | No change | 2,595 | $210K |
| Facet Wealth, Inc. | 0.01% | Reduce -1.8% | 2,487 | $210K |
| Hyman Charles D | 0.01% | No change | 2,595 | $210K |
| FSM Wealth Advisors, LLC | 0.07% | No change | 2,570 | $208K |
| Transamerica Financial Advisors, LLC | 0.02% | No change | 2,555 | $208K |
| Cibc World Market Inc. | 0.00% | Add +1.4% | 2,563 | $208K |
| Summit X, LLC | 0.05% | No change | 2,548 | $207K |
| Annapolis Financial Services, LLC | 0.07% | Reduce -55.8% | 2,545 | $206K |
| Hilltop Partners LLC | 0.08% | Reduce -17.0% | 2,517 | $204K |
| Essential Planning, LLC. | 0.09% | New | 2,500 | $203K |
| ARS Investment Partners, LLC | 0.02% | No change | 2,500 | $203K |
| Evoke Wealth, LLC | 0.30% | Reduce -97.2% | 2,497 | $202K |
| Vawter Financial, Ltd. | 0.14% | No change | 2,492 | $202K |
| Personal Cfo Solutions, LLC | 0.03% | No change | 2,486 | $202K |
| Institute for Wealth Management, LLC. | 0.03% | No change | 2,484 | $201K |
| Hillman Capital Management, Inc. | 0.07% | Add +0.1% | 2,479 | $201K |
| Covenant Partners, LLC | 0.06% | No change | 2,469 | $200K |
| Cassady Schiller Wealth Management, LLC | 0.08% | No change | 2,400 | $195K |
| Silver Oak Securities, Incorporated | 0.03% | Add +3.9% | 2,348 | $190K |
| Bollard Group LLC | 0.01% | Add +0.2% | 2,337 | $189K |
| DiNuzzo Private Wealth, Inc. | 0.03% | No change | 2,325 | $189K |
| Hazlett, Burt & Watson, Inc. | 0.09% | Reduce -22.3% | 2,246 | $182K |
| Carolinas Wealth Consulting LLC | 0.03% | Add +0.2% | 2,129 | $173K |
| Ballast Advisors LLC | 0.05% | Add +3.6% | 2,117 | $172K |
| Rothschild Investment LLC | 0.01% | Reduce -1.7% | 2,022 | $164K |
| Laurel Wealth Advisors LLC | 0.03% | No change | 2,016 | $163K |
| Blue Chip Partners, LLC | 0.01% | Reduce -12.2% | 2,008 | $163K |
| Avalon Trust Co | 0.01% | Reduce -13.0% | 2,000 | $162K |
| Capital Advisors, Ltd. LLC | 0.02% | No change | 1,957 | $159K |
| Westwind Capital | 0.04% | Add +365.9% | 9,052 | $158K |
| FWL Investment Management, LLC | 0.07% | Reduce -4.8% | 1,770 | $144K |
| Balefire, LLC | 0.05% | Reduce -4.8% | 1,770 | $144K |
| LGT Financial Advisors LLC | 0.30% | Add +0.2% | 1,743 | $141K |
| BOK Financial Private Wealth, Inc. | 0.01% | No change | 1,682 | $136K |
| Hamilton Point Investment Advisors, LLC | 0.03% | No change | 1,672 | $136K |
| Provenance Wealth Advisors, LLC | 0.02% | No change | 1,649 | $134K |
| Private Capital Management LLC | 0.03% | Reduce -67.9% | 1,627 | $132K |
| Hobbs Group Advisors, LLC | 0.05% | — | 1,585 | $129K |
| CVA Family Office, LLC | 0.02% | No change | 1,539 | $125K |
| National Bank of Canada | 0.00% | Add +43.3% | 1,548 | $124K |
| Financial Freedom, LLC | 0.07% | Add +0.1% | 1,524 | $124K |
| Edmond DE Rothschild Holding S.A. | 0.00% | Add +62.4% | 1,523 | $123K |
| IFP Advisors, Inc | 0.00% | Add +0.1% | 1,520 | $123K |
| Concourse Financial Group Securities, Inc. | 0.01% | Add +34.0% | 1,515 | $123K |
| Bogart Wealth, LLC | 0.01% | Add +0.5% | 1,500 | $122K |
| Mechanics Financial Corp | 0.06% | Reduce -3.9% | 1,493 | $121K |
| LRI Investments, LLC | 0.01% | No change | 1,460 | $118K |
| CNB Bank | 0.06% | No change | 1,425 | $116K |
| Bellevue Asset Management, LLC | 0.06% | Add +24.2% | 1,417 | $115K |
| Farther Finance Advisors, LLC | 0.01% | Add +32.0% | 1,422 | $114K |
| Elevation Wealth Partners, LLC | 0.05% | No change | 1,404 | $114K |
| Voisard Asset Management Group, Inc. | 0.05% | Reduce -32.6% | 1,374 | $111K |
| Morris Financial Concepts, Inc. | 0.05% | No change | 1,364 | $111K |
| Vermillion & White Wealth Management Group, LLC | 0.08% | No change | 1,326 | $108K |
| Motco | 0.01% | No change | 1,308 | $106K |
| Glen Eagle Advisors, LLC | 0.02% | Reduce -1.2% | 1,292 | $105K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | No change | 1,209 | $103K |
| Gilliland Jeter Wealth Management LLC | 0.03% | No change | 1,253 | $102K |
| Arcadia Investment Advisors LLC | 0.06% | No change | 1,240 | $101K |
| Washington Trust Advisors, Inc. | 0.01% | Add +71.5% | 1,219 | $99K |
| Creative Capital Management Investments LLC | 0.05% | No change | 1,200 | $97K |
| Tyler-Stone Wealth Management | 0.04% | Reduce -35.5% | 1,163 | $94K |
| Capital Investment Counsel, Inc | 0.01% | No change | 1,114 | $90K |
| Koesten, Hirschmann & Crabtree, INC. | 0.06% | No change | 1,050 | $88K |
| Financial Perspectives, Inc | 0.03% | Add +1.0% | 1,085 | $88K |
| Dunhill Financial, LLC | 0.05% | Add +0.1% | 1,066 | $86K |
| Key Financial Inc | 0.02% | Add +173.2% | 1,060 | $86K |
| Capital Investment Advisory Services, LLC | 0.01% | Reduce -0.5% | 1,044 | $85K |
| West Financial Advisors, LLC | 0.02% | No change | 1,040 | $84K |
| Anchor Investment Management, LLC | 0.01% | Reduce -14.7% | 970 | $79K |
| SIMA Wealth Partners, LLC | 0.07% | — | 952 | $77K |
| Ridgewood Investments LLC | 0.04% | New | 928 | $75K |
| Clean Yield Group | 0.03% | New | 897 | $73K |
| Asset Dedication, LLC | 0.00% | No change | 839 | $68K |
| Private Wealth Management Group, LLC | 0.03% | Add +200.8% | 797 | $65K |
| Robinson Capital Management, LLC | 0.02% | No change | 800 | $65K |
| Highline Wealth Partners LLC | 0.02% | Add +143.8% | 790 | $64K |
| Pittenger & Anderson Inc. | 0.00% | No change | 766 | $62K |
| Cetera Trust Company, N.A | 0.04% | No change | 750 | $61K |
| Barrett & Company, Inc. | 0.03% | No change | 749 | $61K |
| Archer Investment Corp | 0.02% | Add +2.1% | 717 | $58K |
| Ransom Advisory, Ltd | 0.03% | No change | 706 | $57K |
| Naples Money Management LLC | 0.05% | No change | 700 | $56K |
| Realta Investment Advisors | 0.01% | No change | 682 | $55K |
| Beacon Capital Management, LLC | 0.01% | Add +7.7% | 646 | $52K |
| First Command Advisory Services, Inc. | 0.00% | Add +69.1% | 619 | $50K |
| GPS Wealth Strategies Group, LLC | 0.01% | Reduce -12.4% | 616 | $50K |
| Morling Financial Advisors, LLC | 0.02% | No change | 612 | $50K |
| Princeton Global Asset Management LLC | 0.01% | New | 611 | $50K |
| Lowe Wealth Advisors, LLC | 0.02% | No change | 600 | $49K |
| New Millennium Group LLC | 0.03% | New | 512 | $42K |
| Cedar Mountain Advisors, LLC | 0.01% | Reduce -23.0% | 509 | $41K |
| Cultivar Capital, Inc. | 0.03% | New | 500 | $41K |
| Bank of New Hampshire | 0.01% | No change | 500 | $41K |
| Coston, McIsaac & Partners | 0.01% | Reduce -52.5% | 500 | $40K |
| Robinswood Financial LLC | 0.02% | New | 484 | $39K |
| AllSquare Wealth Management LLC | 0.02% | No change | 480 | $39K |
| Oliver Lagore Vanvalin Investment Group | 0.01% | No change | 468 | $38K |
| Rise Advisors, LLC | 0.02% | Add +0.2% | 464 | $38K |
| Pacific Center for Financial Services | 0.01% | No change | 448 | $36K |
| Activest Wealth Management | 0.01% | New | 436 | $35K |
| Clear Point Advisors Inc. | 0.03% | No change | 432 | $35K |
| Glass Jacobson Investment Advisors llc | 0.01% | Add +1.4% | 425 | $34K |
| Householder Group Estate & Retirement Specialist, LLC | 0.01% | Add +6.0% | 426 | $34K |
| Raleigh Capital Management Inc. | 0.01% | No change | 417 | $34K |
| NFSG Corp | 0.01% | No change | 416 | $34K |
| Criterion Capital Advisors, LLC | 0.02% | No change | 416 | $34K |
| Mascoma Wealth Management LLC | 0.01% | No change | 406 | $33K |
| Sage Mountain Advisors LLC | 0.00% | Add +50.9% | 403 | $33K |
| Wolff Wiese Magana LLC | 0.03% | Add +0.3% | 396 | $32K |
| Breakwater Investment Management | 0.01% | No change | 388 | $31K |
| Cardiff Park Advisors, LLC | 0.00% | No change | 380 | $31K |
| Silicon Valley Capital Partners | 0.00% | Add +0.3% | 337 | $27K |
| Paladin Advisory Group, LLC | 0.02% | New | 337 | $27K |
| Financial Gravity Asset Management, Inc. | 0.01% | No change | 332 | $27K |
| SJS Investment Consulting Inc. | 0.01% | No change | 325 | $26K |
| Northwest Bank & Trust Co | 0.02% | No change | 320 | $26K |
| Redwood Wealth Management Group, LLC | 0.02% | New | 300 | $24K |
| Peoples Financial Services Corp. | 0.01% | No change | 300 | $24K |
| Godsey & Gibb, Inc. | 0.00% | No change | 300 | $24K |
| Running Point Capital Advisors, LLC | 0.01% | No change | 268 | $22K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | No change | 262 | $21K |
| Institutional & Family Asset Management, LLC | 0.00% | No change | 256 | $21K |
| Pin Oak Investment Advisors Inc. | 0.02% | Reduce -51.0% | 247 | $20K |
| Lynx Investment Advisory | 0.01% | — | 236 | $19K |
| Westside Investment Management, Inc. | 0.00% | No change | 228 | $18K |
| Global Trust Asset Management, LLC | 0.01% | No change | 225 | $18K |
| Opal Wealth Advisors, LLC | 0.01% | New | 209 | $17K |
| Transcendent Capital Group LLC | 0.01% | Add +0.5% | 209 | $17K |
| American Capital Advisory, LLC | 0.01% | No change | 211 | $16K |
| Custom Portfolio Group LLC | 0.01% | No change | 200 | $16K |
| Clearstead Trust, LLC | 0.00% | No change | 200 | $16K |
| M&R Capital Management Inc. | 0.00% | No change | 200 | $16K |
| Aspire Wealth Management Corp | 0.01% | No change | 198 | $16K |
| Main Management LLC | 0.00% | No change | 200 | $16K |
| Tucker Asset Management LLC | 0.00% | Add +354.8% | 191 | $15K |
| Gables Capital Management Inc. | 0.01% | No change | 190 | $15K |
| McIlrath & Eck, LLC | 0.00% | No change | 182 | $15K |
| Arax Advisory Partners | 0.00% | New | 180 | $15K |
| Atticus Wealth Management, LLC | 0.00% | Reduce -25.9% | 169 | $14K |
| Eukles Asset Management | 0.01% | No change | 166 | $13K |
| West Branch Capital LLC | 0.00% | No change | 160 | $13K |
| Armstrong Advisory Group, Inc. | 0.00% | Reduce -55.7% | 159 | $13K |
| FinTrust Capital Advisors, LLC | 0.00% | No change | 151 | $12K |
| Spectrum Wealth Counsel, LLC | 0.00% | New | 145 | $12K |
| SRH Advisors, LLC | 0.00% | No change | 144 | $12K |
| Wetzel Investment Advisors, Inc. | 0.01% | No change | 137 | $12K |
| NWK Group, Inc. | 0.00% | No change | 128 | $10K |
| Pineridge Advisors LLC | 0.00% | New | 122 | $10K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -23.7% | 103 | $8K |
| WR Wealth Planners, LLC | 0.00% | Add +64.4% | 97 | $8K |
| Hilltop National Bank | 0.00% | No change | 87 | $7K |
| London Co. of Virginia | 0.00% | New | 83 | $7K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.00% | Reduce -47.4% | 82 | $7K |
| Peoples Bank | 0.00% | No change | 71 | $6K |
| Sound Income Strategies, LLC | 0.00% | Reduce -11.8% | 67 | $5K |
| Signature Resources Capital Management, LLC | 0.00% | No change | 61 | $5K |
| Caitlin John, LLC | 0.00% | No change | 56 | $5K |
| BBJS Financial Advisors, LLC | 0.00% | No change | 40 | $3K |
| Abound Wealth Management | 0.00% | No change | 39 | $3K |
| Northwest Capital Management Inc | 0.00% | Reduce -90.9% | 34 | $3K |
| Castleview Partners, LLC | 0.00% | Add +3.2% | 32 | $3K |
| Eagle Bay Advisors LLC | 0.00% | Reduce -75.0% | 22 | $2K |
| Kelly Financial Services LLC | 0.00% | Add +20.0% | 18 | $1K |
| Innealta Capital, LLC | 0.00% | New | 11 | $891 |
| EnRich Financial Partners LLC | 0.00% | New | 10 | $811 |
| Creekmur Asset Management LLC | 0.00% | Reduce -78.6% | 9 | $730 |
| SYM FINANCIAL Corp | 0.00% | Reduce -92.2% | 5 | $416 |
| McClarren Financial Advisors, Inc. | 0.00% | Reduce -95.8% | 162 | $315 |
| Performa Ltd (US), LLC | 0.00% | No change | 1 | $81 |
"% 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.