iShares Russell Mid-Cap ETFIWRETF
13F holders, Q1 2025 (March 31)1,376holders −39
77new positions
103sold out
4famous investors
$84.95avg. 13F price*
At the end of Q1 2025, 1,376 institutions reported holding iShares Russell Mid-Cap ETF (IWR) in their 13F filings, down 39 from Q4 2024. 77 opened new positions and 103 sold out. The largest holders were Jones Financial Companies LLLP ($5.6B), Bank of America Corp. ($5.3B) and Wells Fargo & Company ($3.3B). 4 famous investors held it, including David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- iShares Russell Mid-Cap ETF
- CUSIP
- 464287499
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 77 | $44.8M |
| Exits | 103 | $67.1M |
All 13F filers, Q4 2024 → Q1 2025: 20,157,648 shares bought and 5,325,676 shares sold, net +14,831,972 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,376 holders
| Jones Financial Companies LLLP | 5.04% | Add +6.9% | 66,497,354 | $5.6B |
| Bank of America Corp. | 0.47% | Add +1.3% | 62,458,385 | $5.3B |
| Wells Fargo & Company | 0.79% | Add +12.0% | 38,267,484 | $3.3B |
| US Bancorp \de | 2.20% | Add +2.2% | 19,325,451 | $1.6B |
| PNC Financial Services Group, Inc. | 0.59% | Reduce -2.1% | 13,157,154 | $1.1B |
| Morgan Stanley | 0.06% | Add +26.1% | 10,061,330 | $855.9M |
| Northern Trust Corp. | 0.12% | Add +0.8% | 9,371,071 | $797.2M |
| Baird Financial Group, Inc. | 1.35% | Add +1.8% | 8,218,663 | $699.2M |
| Bank of New York Mellon Corp | 0.14% | Add +11.7% | 8,018,338 | $682.1M |
| JPMorgan Chase & Co. | 0.04% | Reduce -1.1% | 6,807,746 | $579.1M |
| UBS Group AG | 0.10% | Reduce -0.5% | 5,350,815 | $455.2M |
| Tiaa Trust, National Association | 1.11% | Reduce -1.1% | 4,169,062 | $354.7M |
| Envestnet Portfolio Solutions, Inc. | 1.35% | Add +1.8% | 4,144,232 | $352.5M |
| Envestnet Asset Management Inc. | 0.11% | Reduce -1.4% | 4,132,328 | $351.5M |
| Truist Financial Corp. | 0.56% | Add +10.9% | 4,075,565 | $346.7M |
| AMG National Trust Bank | 9.04% | Reduce -0.3% | 3,788,245 | $322.3M |
| Ameriprise Financial Inc. | 0.08% | Reduce -18.3% | 3,392,419 | $297.0M |
| FMR LLC | 0.02% | Add +4.9% | 3,083,836 | $262.3M |
| LPL Financial LLC | 0.10% | Add +13.3% | 2,992,592 | $254.6M |
| Raymond James Financial Inc. | 0.09% | Reduce -0.3% | 2,681,003 | $228.1M |
| Goldman Sachs Group Inc. | 0.04% | Add +7.2% | 2,608,298 | $221.9M |
| Johnson Investment Counsel Inc. | 2.12% | Add +2.6% | 2,585,438 | $219.9M |
| CIBC Private Wealth Group LLC | 0.43% | Add +15.8% | 2,723,748 | $204.0M |
| Fifth Third Bancorp | 0.69% | Reduce -1.2% | 2,126,770 | $180.9M |
| Royal Bank of Canada | 0.04% | Reduce -11.0% | 2,035,499 | $173.2M |
| Pathstone Holdings, LLC | 0.73% | Reduce -0.8% | 1,977,218 | $168.2M |
| Natixis Advisors, LLC | 0.29% | Add +122.0% | 1,872,952 | $159.3M |
| Mariner, LLC | 0.24% | Add +3.7% | 1,700,229 | $144.6M |
| Keybank National Association | 0.58% | Reduce -1.1% | 1,698,074 | $144.5M |
| Commerce Bank | 0.83% | Reduce -1.4% | 1,523,372 | $129.6M |
| Bank of Montreal | 0.06% | Add +6.9% | 1,328,797 | $113.0M |
| Glenview Trust Co | 2.07% | Add +2.5% | 1,252,223 | $106.5M |
| First Western Trust Bank | 4.79% | Add +6.8% | 1,175,788 | $100.0M |
| Cetera Investment Advisers | 0.19% | Add +7.8% | 1,134,722 | $96.5M |
| Oakworth Capital, Inc. | 6.64% | Add +0.7% | 1,120,519 | $95.3M |
| Mesirow Financial Investment Management, Inc. | 1.85% | Add +103.7% | 1,119,648 | $95.2M |
| Synovus Financial Corp. | 1.22% | Add +7.2% | 1,111,779 | $94.6M |
| Commonwealth Equity Services, LLC | 0.13% | Add +10.6% | 1,104,498 | $94.0M |
| Janney Montgomery Scott LLC | 0.26% | Add +14.6% | 1,058,044 | $90.0M |
| Northwestern Mutual Wealth Management Co. | 0.07% | Add +3.5% | 1,052,487 | $89.5M |
| Avantax Advisory Services, Inc. | 0.52% | Add +0.3% | 1,016,849 | $86.5M |
| Factory Mutual Insurance Co. | 0.97% | No change | 978,700 | $83.3M |
| Lido Advisors, LLC | 0.48% | Add +4.4% | 946,496 | $80.5M |
| German American Bancorp, Inc. | 8.61% | Add +1.3% | 941,973 | $80.1M |
| WASHINGTON TRUST Co | 3.06% | Reduce -3.0% | 938,529 | $79.8M |
| Composition Wealth, LLC | 1.58% | Reduce -0.4% | 927,696 | $78.9M |
| Corient Private Wealth LP | 0.12% | Add +102.9% | 884,422 | $75.2M |
| JMG Financial Group, Ltd. | 2.54% | Reduce -2.5% | 883,878 | $75.2M |
| Albion Financial Group | 5.27% | Reduce -0.0% | 876,117 | $74.5M |
| Wealth Enhancement Advisory Services, LLC | 0.14% | Add +1.7% | 837,097 | $71.2M |
| UMB Bank, n.a. | 1.15% | Add +16.2% | 816,932 | $69.5M |
| Rockefeller Capital Management L.P. | 0.17% | Add +8.2% | 795,667 | $67.7M |
| Cerity Partners LLC | 0.14% | Add +5.7% | 778,073 | $66.2M |
| Clearstead Advisors, LLC | 1.03% | Reduce -1.0% | 777,189 | $66.1M |
| Millburn Ridgefield LLC | 1.60% | Add +6.8% | 774,720 | $65.9M |
| Catalyst Capital Advisors LLC | 1.35% | Add +6.8% | 774,720 | $65.9M |
| Atlantic Union Bankshares Corp | 3.89% | Reduce -0.6% | 755,115 | $64.2M |
| International City Management Association Retirement Corp | 33.79% | No change | 702,067 | $59.7M |
| Franklin Resources Inc. | 0.02% | Reduce -0.7% | 691,263 | $58.8M |
| Creative Planning | 0.05% | Add +12.8% | 684,541 | $58.2M |
| Badgley Phelps Wealth Managers, LLC | 1.30% | Add +2.4% | 635,070 | $54.0M |
| Citizens Business Bank | 11.56% | Add +18.8% | 626,204 | $53.3M |
| Comerica Bank | 0.19% | Add +4.0% | 544,935 | $46.4M |
| HighTower Advisors, LLC | 0.06% | Reduce -4.2% | 503,853 | $42.9M |
| First Foundation Advisors | 1.74% | Add +0.6% | 500,709 | $42.6M |
| Country Trust Bank | 1.05% | Reduce -13.9% | 491,341 | $41.8M |
| Stock Yards Bank & Trust Co. | 1.48% | Add +2.1% | 488,541 | $41.6M |
| M&T Bank Corp | 0.15% | Reduce -4.3% | 484,698 | $41.2M |
| Steward Partners Investment Advisory, LLC | 0.36% | Add +4.9% | 480,495 | $40.9M |
| Cambridge Investment Research Advisors, Inc. | 0.14% | Reduce -0.8% | 470,498 | $40.0M |
| Osaic Holdings, Inc. | 0.09% | Add +1.1% | 466,847 | $39.7M |
| Focus Partners Wealth | 0.10% | Reduce -0.4% | 455,955 | $38.8M |
| Dakota Wealth Management | 0.90% | Reduce -2.9% | 451,878 | $38.4M |
| Stephens Inc. | 0.50% | Reduce -12.9% | 401,619 | $34.2M |
| Gilbert & Cook, Inc. | 4.89% | Reduce -14.0% | 396,580 | $33.7M |
| Wealthspire Advisors, LLC | 0.20% | Add +116.4% | 394,998 | $33.6M |
| Alerus Financial NA | 2.67% | Reduce -0.7% | 392,589 | $33.4M |
| River Wealth Advisors LLC | 4.62% | Add +2.0% | 391,021 | $33.3M |
| MAI Capital Management | 0.24% | Add +0.6% | 379,580 | $32.3M |
| Captrust Financial Advisors | 0.08% | Add +6.7% | 374,742 | $31.9M |
| BlackRock, Inc. | 0.00% | Add +26.5% | 374,624 | $31.9M |
| Coastline Trust Co | 3.73% | Add +5.5% | 352,427 | $30.0M |
| Kayne Anderson Rudnick Investment Management LLC | 0.07% | Reduce -16.0% | 352,385 | $30.0M |
| Stegner Investment Associates Inc. | 19.66% | Add +3.0% | 330,614 | $28.1M |
| Consolidated Investment Group LLC | 4.21% | Reduce -5.8% | 323,140 | $27.5M |
| Brown Advisory Inc. | 0.04% | Add +0.2% | 318,651 | $27.1M |
| MML Investors Services, LLC | 0.09% | Reduce -3.2% | 315,365 | $26.8M |
| D.A. Davidson & Co. | 0.22% | Add +2.9% | 314,807 | $26.8M |
| Thrivent Financial for Lutherans | 0.06% | Add +1.5% | 288,810 | $26.5M |
| Coldstream Capital Management Inc. | 0.55% | Reduce -0.4% | 304,531 | $25.9M |
| Texas Capital Bank Wealth Management Services Inc | 2.49% | Reduce -18.3% | 289,884 | $24.7M |
| Wilmington Savings Fund Society, FSB | 0.45% | Reduce -0.8% | 286,017 | $24.3M |
| Stifel Financial Corp. | 0.03% | Add +5.3% | 276,700 | $23.5M |
| Hantz Financial Services, Inc. | 0.41% | Add +3.1% | 271,420 | $23.1M |
| BNP Paribas Financial Markets | 0.02% | Add +17.1% | 267,037 | $22.7M |
| Sigma Investment Counselors Inc. | 1.38% | Reduce -0.0% | 264,941 | $22.5M |
| XML Financial, LLC | 2.05% | Reduce -5.9% | 257,792 | $21.9M |
| Regions Financial Corp. | 0.16% | Add +3.5% | 252,670 | $21.5M |
| Beacon Pointe Advisors, LLC | 0.24% | Add +11.6% | 246,901 | $21.0M |
| Focus Financial Network, Inc. | 0.84% | Reduce -2.0% | 241,827 | $20.6M |
| Kestra Advisory Services, LLC | 0.10% | Add +19.9% | 231,754 | $19.7M |
| Sanctuary Advisors, LLC | 0.14% | Add +5.4% | 231,223 | $19.7M |
| Legacy Advisors, LLC | 2.01% | Add +0.6% | 229,995 | $19.6M |
| Amarillo National Bank | 3.80% | Reduce -14.7% | 229,664 | $19.5M |
| Miller Investment Management, LP | 2.16% | Reduce -0.4% | 229,506 | $19.5M |
| AE Wealth Management LLC | 0.16% | Add +14.8% | 218,665 | $18.6M |
| Fifth Third Wealth Advisors LLC | 0.94% | Add +15.4% | 214,478 | $18.2M |
| Bartlett & Co. Wealth Management LLC | 0.26% | Add +6.4% | 210,482 | $17.9M |
| Mercer Global Advisors Inc. | 0.04% | Add +5.3% | 208,937 | $17.8M |
| CCG Wealth Management, LLC | 10.58% | Add +34.3% | 207,978 | $17.7M |
| Members Advisory Group LLC | 7.30% | Reduce -0.8% | 205,387 | $17.5M |
| Stratos Wealth Partners, LTD. | 0.27% | Reduce -15.5% | 204,580 | $17.4M |
| Whittier Trust Co. of Nevada Inc. | 0.44% | Reduce -7.9% | 203,505 | $17.3M |
| Koss-Olinger Consulting, LLC | 1.37% | Reduce -2.2% | 191,729 | $16.3M |
| Whittier Trust Co. | 0.22% | Add +0.2% | 188,825 | $16.1M |
| PFW Advisors LLC | 5.03% | Reduce -2.3% | 188,596 | $16.0M |
| Sonata Capital Group Inc. | 6.84% | Reduce -1.6% | 184,749 | $15.7M |
| Private Advisor Group, LLC | 0.09% | Add +3.1% | 183,336 | $15.6M |
| NewEdge Advisors, LLC | 0.09% | Add +3.6% | 182,529 | $15.5M |
| Voya Investment Management LLC | 0.02% | Reduce -6.0% | 178,051 | $15.1M |
| Avidian Wealth Enterprises, LLC | 0.67% | Add +0.2% | 177,822 | $15.1M |
| Bristlecone Advisors, LLC | 1.23% | Reduce -0.8% | 176,731 | $15.0M |
| Culbertson A N & Co. Inc. | 2.33% | Reduce -0.3% | 171,251 | $14.6M |
| Waverly Advisors, LLC | 0.17% | Add +2.5% | 168,411 | $14.3M |
| Bokf, NA | 0.25% | Reduce -12.3% | 167,623 | $14.3M |
| &partners | 0.15% | Add +3.3% | 167,953 | $14.2M |
| Woodstock Corp. | 1.40% | Reduce -4.0% | 166,025 | $14.1M |
| Bank of Nova Scotia | 0.03% | Reduce 0.0% | 165,398 | $14.1M |
| Patton Fund Management, Inc. | 3.34% | Reduce -0.1% | 161,948 | $13.8M |
| Callan Family Office, LLC | 1.03% | Reduce -0.0% | 161,824 | $13.8M |
| Unique Wealth, LLC | 2.59% | Add +32.1% | 161,368 | $13.7M |
| LJI Wealth Management, LLC | 2.73% | Add +9.0% | 160,971 | $13.7M |
| Cresset Asset Management, LLC | 0.07% | Reduce -0.3% | 159,973 | $13.6M |
| Fidelis Capital Partners, LLC | 1.43% | Add +0.1% | 161,558 | $13.5M |
| Fox Financial, Inc | 12.47% | Add +1.2% | 155,757 | $13.3M |
| Cwm, LLC | 0.05% | Add +15.6% | 154,484 | $13.1M |
| Atlas Legacy Advisors, LLC | 3.33% | Reduce -44.6% | 154,057 | $13.1M |
| Bricktown Capital, LLC | 2.43% | Reduce -0.7% | 152,264 | $13.0M |
| Bradley Foster & Sargent Inc. | 0.22% | Reduce -0.7% | 152,055 | $12.9M |
| Fund Evaluation Group, LLC | 0.56% | Add +25.4% | 151,268 | $12.9M |
| First Citizens Bank & Trust Co. | 0.32% | Reduce -3.4% | 149,466 | $12.7M |
| Bridges Investment Management Inc. | 0.18% | Reduce -1.6% | 146,724 | $12.5M |
| Ashton Thomas Private Wealth, LLC | 0.47% | Add +8.6% | 145,348 | $12.4M |
| VestGen Advisors, LLC | 0.56% | — | 144,178 | $12.3M |
| Alliancebernstein L.P. | 0.00% | Add +3.7% | 143,644 | $12.2M |
| Blair William & Co. | 0.04% | Reduce -1.0% | 142,435 | $12.1M |
| Private Wealth Asset Management, LLC | 1.74% | — | 142,389 | $12.1M |
| Bailard, Inc. | 0.30% | Add +0.3% | 138,482 | $11.8M |
| Moody National Bank Trust Division | 1.22% | Reduce -0.6% | 137,879 | $11.7M |
| Equitable Holdings, Inc. | 0.11% | Add +26.3% | 135,572 | $11.5M |
| Washington Trust Bank | 1.15% | Reduce -7.6% | 134,383 | $11.4M |
| Prime Capital Investment Advisors, LLC | 0.13% | Add +35.3% | 133,578 | $11.4M |
| Three Bridge Wealth Advisors, LLC | 3.81% | Add +2.6% | 128,561 | $10.9M |
| Plan Group Financial, LLC | 3.85% | Add +36.8% | 126,666 | $10.8M |
| Steph & Co. | 3.82% | Reduce -8.4% | 125,026 | $10.6M |
| Moneta Group Investment Advisors LLC | 0.15% | Add +4.1% | 124,150 | $10.6M |
| GGM Financial LLC | 7.17% | Add +5344.5% | 123,426 | $10.5M |
| Robertson Stephens Wealth Management, LLC | 0.39% | Reduce -14.2% | 122,112 | $10.4M |
| First National Trust Co | 0.41% | Reduce -7.1% | 120,129 | $10.2M |
| First Horizon Advisors, Inc. | 0.29% | Reduce -0.7% | 119,344 | $10.2M |
| Citigroup Inc. | 0.01% | Add +74.9% | 118,375 | $10.1M |
| Strategic Financial Partners, Ltd. | 5.30% | Reduce -6.5% | 118,275 | $10.1M |
| Proffitt & Goodson Inc. | 1.63% | Reduce -4.0% | 116,374 | $9.9M |
| Old National Bancorp | 0.26% | Reduce -0.8% | 115,611 | $9.8M |
| Taylor & Morgan Wealth Management, LLC | 7.40% | Add +3.0% | 115,407 | $9.8M |
| Stonegate Investment Group, LLC | 0.26% | Reduce -0.9% | 112,459 | $9.6M |
| Verdence Capital Advisors LLC | 0.73% | Add +24.8% | 112,296 | $9.6M |
| West Bancorporation Inc. | 6.16% | Add +5.6% | 106,590 | $9.1M |
| Campion Asset Management | 6.99% | Reduce -0.2% | 106,248 | $9.0M |
| Brighton Jones LLC | 0.29% | Add +1.4% | 105,971 | $9.0M |
| Trust Point Inc. | 0.82% | Reduce -0.3% | 105,809 | $9.0M |
| Perigon Wealth Management, LLC | 0.23% | Add +11.1% | 105,436 | $9.0M |
| Folger Nolan Fleming Douglas Capital Management, Inc. | 0.98% | Reduce -1.1% | 102,492 | $8.7M |
| Prairieview Wealth Partners, LLC | 10.45% | Reduce -31.0% | 100,494 | $8.5M |
| MV Capital Management, Inc. | 0.91% | Add +31.7% | 99,594 | $8.5M |
| Ullmann Wealth Partners Group, LLC | 1.11% | Reduce -4.0% | 98,442 | $8.4M |
| Argent Trust Co | 0.34% | Reduce -0.3% | 98,033 | $8.3M |
| Simon Quick Advisors, LLC | 0.47% | Reduce -2.0% | 96,534 | $8.2M |
| Waterloo Capital, L.P. | 0.76% | Add +3.6% | 96,429 | $8.2M |
| Haverford Trust Co | 0.08% | Reduce -3.7% | 95,708 | $8.1M |
| Sawgrass Asset Management LLC | 0.99% | No change | 94,444 | $8.0M |
| Lodestar Private Asset Management LLC | 1.00% | Add +1.0% | 93,443 | $7.9M |
| Mullaney, Keating & Wright, Inc. | 5.30% | Add +0.1% | 92,418 | $7.9M |
| Goldstone Financial Group, LLC | 1.19% | Reduce -6.2% | 92,050 | $7.8M |
| Glenmede Trust Co. NA | 0.04% | Reduce -0.6% | 92,010 | $7.8M |
| Hoxton Planning & Management, LLC | 2.92% | Reduce -1.0% | 90,114 | $7.7M |
| Tanglewood Legacy Advisors, LLC | 3.33% | Add +6.7% | 89,367 | $7.6M |
| Independence Bank of Kentucky | 1.17% | Reduce -4.3% | 88,239 | $7.5M |
| StoneX Group Inc. | 0.41% | Add +8.9% | 88,228 | $7.5M |
| Diversified Trust Co. | 0.18% | Reduce -5.2% | 86,409 | $7.4M |
| Summit Wealth Partners, LLC | 1.48% | Reduce -3.0% | 85,716 | $7.3M |
| Moser Wealth Advisors, LLC | 3.79% | Reduce -5.8% | 84,900 | $7.2M |
| Argent Capital Management LLC | 0.22% | Add +2916.4% | 84,761 | $7.2M |
| Ieq Capital, LLC | 0.06% | Add +10.2% | 84,448 | $7.2M |
| Baltimore-Washington Financial Advisors, Inc. | 0.39% | Reduce -0.4% | 84,318 | $7.2M |
| Rwa Wealth Partners, LLC | 0.09% | Reduce -1.6% | 83,262 | $7.1M |
| Texas Capital Bancshares Inc | 3.00% | Reduce -5.2% | 82,962 | $7.1M |
| Greenleaf Trust | 0.06% | Add +10.3% | 82,760 | $7.0M |
| Fulton Bank, N.A. | 0.28% | No change | 82,131 | $7.0M |
| NewEdge Wealth, LLC | 0.13% | Add +6.9% | 81,405 | $6.9M |
| Full Sail Capital, LLC | 0.45% | Reduce -2.5% | 80,855 | $6.9M |
| Savant Capital, LLC | 0.06% | Reduce -4.7% | 80,686 | $6.9M |
| Evoke Wealth, LLC | 0.18% | Reduce -8.3% | 80,482 | $6.8M |
| Rossmore Private Capital | 0.84% | Reduce -4.2% | 80,239 | $6.8M |
| Paragon Private Wealth Management, LLC | 3.13% | Add +22.3% | 79,226 | $6.7M |
| Conning Inc. | 0.25% | Reduce -44.8% | 79,001 | $6.7M |
| First Merchants Corp. | 0.27% | Reduce -3.6% | 78,480 | $6.7M |
| Bessemer Group Inc. | 0.01% | Add +27.3% | 77,427 | $6.6M |
| Choreo, LLC | 0.10% | Reduce -0.7% | 76,835 | $6.5M |
| Kestra Private Wealth Services, LLC | 0.11% | Add +1.3% | 76,645 | $6.5M |
| Salem Investment Counselors Inc. | 0.23% | Reduce -1.6% | 76,302 | $6.5M |
| Bleakley Financial Group, LLC | 0.21% | Reduce -2.2% | 75,865 | $6.5M |
| Schneider Downs Wealth Management Advisors, LP | 1.16% | Add +0.0% | 75,382 | $6.4M |
| City Holding Co. | 0.89% | Add +1.7% | 74,175 | $6.3M |
| IFC Advisors LLC | 1.31% | Reduce -1.3% | 73,627 | $6.3M |
| Cornerstone Wealth Group, LLC | 0.51% | Reduce -6.9% | 72,883 | $6.2M |
| Forte Asset Management LLC | 3.11% | Add +3.2% | 72,553 | $6.2M |
| Heck Capital Advisors, LLC | 0.69% | Add +0.7% | 72,033 | $6.1M |
| Fifth Third Securities, Inc. | 0.52% | Reduce -6.7% | 71,844 | $6.1M |
| Turtle Creek Wealth Advisors, LLC | 0.91% | Add +24.4% | 71,749 | $6.1M |
| Aptus Capital Advisors, LLC | 0.07% | Reduce -0.1% | 71,266 | $6.1M |
| Principal Financial Group Inc. | 0.00% | Reduce -47.3% | 70,570 | $6.0M |
| Tolleson Wealth Management, Inc. | 1.16% | Reduce -3.9% | 70,479 | $6.0M |
| Carret Asset Management, LLC | 0.68% | Add +0.9% | 70,313 | $6.0M |
| Pinnacle Financial Partners Inc | 0.12% | Add +20.7% | 68,668 | $5.9M |
| Nadler Financial Group, Inc. | 0.65% | Add +0.6% | 69,053 | $5.9M |
| CFM Wealth Partners LLC | 1.03% | Add +0.0% | 68,812 | $5.9M |
| Westshore Wealth, LLC | 2.48% | Reduce -4.5% | 68,769 | $5.9M |
| Sincerus Advisory, LLC | 5.96% | Add +2.4% | 66,394 | $5.6M |
| Chesapeake Wealth Management | 2.01% | Reduce -4.5% | 66,340 | $5.6M |
| Capital Group Private Client Services, Inc. | 0.05% | Add +12.5% | 65,337 | $5.6M |
| Financial Counselors Inc. | 0.08% | Add +59.2% | 64,849 | $5.5M |
| Essex Financial Services, Inc. | 0.39% | Add +0.7% | 64,201 | $5.5M |
| Orin Green Financial, LLC | 2.56% | New | 69,076 | $5.4M |
| Modera Wealth Management, LLC | 0.07% | Reduce -2.5% | 63,641 | $5.4M |
| Shelton Wealth Management, LLC | 3.09% | Reduce -5.3% | 63,563 | $5.4M |
| Atria Wealth Solutions, Inc. | 0.07% | Reduce -18.6% | 63,465 | $5.4M |
| Beam Wealth Advisors, Inc. | 1.81% | Reduce -2.7% | 63,212 | $5.4M |
| TCV Trust & Wealth Management, Inc. | 0.49% | Reduce -2.2% | 62,437 | $5.3M |
| Sound View Wealth Advisors Group, LLC | 0.43% | Reduce -1.9% | 62,323 | $5.3M |
| Knightsbridge Asset Management, LLC | 1.38% | Reduce -3.5% | 62,269 | $5.3M |
| Sachetta, LLC | 2.16% | Add +0.6% | 61,903 | $5.3M |
| Canopy Partners, LLC | 2.05% | Reduce -17.6% | 61,753 | $5.3M |
| Sunburst Financial Group, LLC | 1.29% | Reduce -0.5% | 61,657 | $5.2M |
| Ames National Corp. | 3.51% | Reduce -0.3% | 61,543 | $5.2M |
| Twin Focus Capital Partners, LLC | 0.80% | Add +0.0% | 60,553 | $5.2M |
| Wesbanco Bank Inc. | 0.18% | Reduce -0.7% | 60,056 | $5.1M |
| Triumph Capital Management | 1.70% | Add +1.2% | 59,837 | $5.1M |
| FineMark National Bank & Trust | 0.19% | Reduce -1.8% | 59,776 | $5.1M |
| OneDigital Investment Advisors LLC | 0.06% | Add +226.0% | 59,448 | $5.1M |
| Citizens Financial Group Inc. | 0.10% | Add +8.0% | 58,173 | $4.9M |
| Baron Financial Group, LLC | 3.11% | Add +6.3% | 58,129 | $4.9M |
| Acropolis Investment Management, LLC | 0.29% | Reduce -5.3% | 57,596 | $4.9M |
| United Capital Financial Advisors, LLC | 0.04% | Reduce -2.6% | 57,478 | $4.9M |
| Cahaba Wealth Management, Inc. | 0.40% | Reduce -3.3% | 57,460 | $4.9M |
| Matrix Asset Advisors Inc. | 0.54% | Add +5.5% | 57,382 | $4.9M |
| Level Four Advisory Services, LLC | 0.20% | Reduce -1.1% | 57,332 | $4.9M |
| New England Private Wealth Advisors LLC | 0.75% | Add +0.3% | 56,848 | $4.8M |
| Conservest Capital Advisors, Inc. | 0.50% | Add +0.1% | 56,382 | $4.8M |
| NTV Asset Management LLC | 0.63% | Add +0.1% | 55,928 | $4.8M |
| Chicago Partners Investment Group LLC | 0.16% | Add +95.3% | 55,577 | $4.8M |
| Canandaigua National Bank & Trust Co. | 0.47% | Reduce -0.9% | 55,596 | $4.7M |
| Silvercrest Asset Management Group LLC | 0.03% | Add +1.2% | 55,446 | $4.7M |
| Vanguard Group Inc. | 0.00% | Add +0.0% | 55,023 | $4.7M |
| St. Johns Investment Management Company, LLC | 2.30% | Add +7.3% | 54,686 | $4.7M |
| Fort Point Capital Partners LLC | 0.52% | Add +41.9% | 54,402 | $4.6M |
| FDx Advisors, Inc. | 1.50% | Reduce -9.3% | 54,334 | $4.6M |
| Sabal Trust CO | 0.26% | Reduce -2.2% | 54,197 | $4.6M |
| NorthCoast Asset Management LLC | 0.02% | Reduce -5.6% | 53,424 | $4.5M |
| Susquehanna International Group, LLP | 0.01% | New | 52,830 | $4.5M |
| Trust Co. of Toledo NA | 0.59% | No change | 52,067 | $4.4M |
| Dorsey & Whitney Trust CO LLC | 0.25% | Reduce -2.0% | 51,526 | $4.4M |
| Country Club Bank | 0.29% | No change | 51,690 | $4.4M |
| B. Riley Wealth Advisors, Inc. | 0.13% | Reduce -5.5% | 50,654 | $4.3M |
| Johnson Financial Group, Inc. | 0.21% | Reduce -3.2% | 50,460 | $4.3M |
| Carl P. Sherr & Co., LLC | 2.34% | Add +3.8% | 50,222 | $4.3M |
| Smith Chas P & Associates Pa Cpas | 0.24% | No change | 49,013 | $4.2M |
| Cullen/Frost Bankers, Inc. | 0.06% | Add +0.3% | 48,931 | $4.2M |
| Greykasell Wealth Strategies, Inc. | 2.21% | Reduce -0.3% | 48,723 | $4.1M |
| Smith Thornton Advisors LLC | 2.49% | Add +120.8% | 47,048 | $4.0M |
| TD Private Client Wealth LLC | 0.11% | Add +9.6% | 46,732 | $4.0M |
| Principal Securities, Inc. | 0.09% | Add +5.3% | 44,740 | $4.0M |
| Mycio Wealth Partners, LLC | 0.92% | Add +0.2% | 45,747 | $3.9M |
| Whitegate Investment Counselors, Inc. | 1.38% | Reduce -0.1% | 45,570 | $3.9M |
| Ballentine Partners, LLC | 0.07% | Reduce -13.5% | 45,537 | $3.9M |
| Sequoia Financial Advisors, LLC | 0.03% | Add +9.6% | 45,490 | $3.9M |
| BTC Capital Management, Inc. | 0.35% | Reduce -0.7% | 45,078 | $3.8M |
| Smith & Howard Wealth Management, LLC | 1.04% | Add +8.0% | 44,929 | $3.8M |
| Fiera Capital Corp | 0.01% | Reduce -0.8% | 44,542 | $3.8M |
| Burke & Herbert Bank & Trust Co. | 0.90% | Reduce -1.4% | 44,069 | $3.7M |
| DT Investment Partners, LLC | 0.36% | Add +5.6% | 43,825 | $3.7M |
| HB Wealth Management, LLC | 0.03% | Add +10.5% | 43,695 | $3.7M |
| Farmers & Merchants Investments Inc. | 0.12% | Reduce -1.5% | 43,563 | $3.7M |
| Nvwm, LLC | 0.97% | Reduce -12.8% | 42,951 | $3.7M |
| Davidson Trust Co. | 1.74% | Reduce -0.1% | 42,914 | $3.7M |
| Gryphon Financial Partners LLC | 0.54% | Add +2.5% | 42,746 | $3.6M |
| Integrated Advisors Network LLC | 0.18% | Add +1.0% | 42,729 | $3.6M |
| Flagstar Securities, Inc. | 0.93% | Add +2.2% | 42,557 | $3.6M |
| Integrated Wealth Concepts LLC | 0.04% | Add +0.5% | 42,381 | $3.6M |
| LPWM LLC | 1.15% | Reduce -2.0% | 42,081 | $3.6M |
| IHT Wealth Management, LLC | 0.11% | Reduce -0.6% | 41,680 | $3.6M |
| Lanark Financial, Inc. | 0.29% | — | 40,594 | $3.5M |
| SCS Capital Management LLC | 0.04% | New | 40,573 | $3.5M |
| Asset Management Group, Inc. | 0.63% | Reduce -0.2% | 40,193 | $3.4M |
| Financial Engines Advisors L.L.C. | 0.01% | Reduce -12.2% | 39,593 | $3.4M |
| Aspiriant, LLC | 0.12% | No change | 39,454 | $3.4M |
| Saxon Interests, Inc. | 1.57% | Reduce -4.2% | 39,374 | $3.3M |
| Sandy Spring Bank | 0.14% | Add +0.2% | 39,251 | $3.3M |
| Merit Financial Group, LLC | 0.05% | Reduce -16.0% | 38,594 | $3.3M |
| Brick & Kyle, Associates | 1.51% | Add +0.2% | 38,832 | $3.3M |
| EP Wealth Advisors, LLC | 0.03% | Add +9.4% | 38,202 | $3.2M |
| Spire Wealth Management | 0.10% | Reduce -0.9% | 38,062 | $3.2M |
| Centennial Bank | 1.54% | Add +6.4% | 38,046 | $3.2M |
| Quadrant Capital Group LLC | 0.12% | Reduce -2.4% | 37,731 | $3.2M |
| Charles Schwab Trust Co | 0.27% | Reduce -2.7% | 37,543 | $3.2M |
| Nvest Financial, LLC | 1.70% | Reduce -4.2% | 37,289 | $3.2M |
| Samalin Investment Counsel, LLC | 1.27% | Add +13.8% | 36,773 | $3.1M |
| Prospera Financial Services Inc | 0.07% | Add +9.4% | 36,648 | $3.1M |
| Life Line Wealth Management LLC | 1.14% | Reduce -90.8% | 36,525 | $3.1M |
| Phillips Financial Management, LLC | 0.24% | Reduce -0.2% | 36,514 | $3.1M |
| Earnest Partners LLC | 0.01% | Reduce -55.4% | 36,251 | $3.1M |
| Legacy Edge Advisors, LLC | 0.48% | Add +1.6% | 36,223 | $3.1M |
| BG Investment Services, LLC | 3.30% | Reduce -20.6% | 36,049 | $3.1M |
| Chapin Davis, Inc. | 1.04% | Add +3.9% | 35,803 | $3.0M |
| Elgethun Capital Management | 0.68% | Reduce -0.2% | 35,515 | $3.0M |
| ABLE Financial Group, LLC | 0.84% | Reduce -10.1% | 35,332 | $3.0M |
| Anchor Capital Advisors LLC | 0.09% | Reduce -1.7% | 35,201 | $3.0M |
| Courier Capital LLC | 0.20% | Add +9.0% | 35,192 | $3.0M |
| Highland Capital Management, LLC | 0.18% | Reduce -1.4% | 35,091 | $3.0M |
| Aft, Forsyth & Company, Inc. | 1.60% | Reduce -0.6% | 34,996 | $3.0M |
| Mather Group, Llc. | 0.03% | Add +31.5% | 34,991 | $3.0M |
| TFB Advisors LLC | 0.85% | Add +6.9% | 34,773 | $3.0M |
| Bedel Financial Consulting, Inc. | 0.42% | Reduce -5.8% | 34,634 | $2.9M |
| Catalyst Financial Partners LLC | 0.54% | Add +6.9% | 34,178 | $2.9M |
| Finley Financial, LLC | 1.62% | No change | 34,485 | $2.9M |
| Peapack Gladstone Financial Corp. | 0.04% | Reduce -0.9% | 33,735 | $2.9M |
| Fca Corp. | 0.91% | Reduce -4.8% | 33,462 | $2.8M |
| CW Advisors, LLC | 0.03% | Add +237.4% | 33,243 | $2.8M |
| Asset Allocation Strategies LLC | 0.70% | Reduce -12.4% | 33,248 | $2.8M |
| Hilltop Holdings Inc. | 0.18% | Reduce -0.3% | 33,156 | $2.8M |
| Gladstone Institutional Advisory LLC | 0.13% | Reduce -1.8% | 32,950 | $2.8M |
| Evergreen Capital Management LLC | 0.09% | No change | 32,881 | $2.8M |
| Oxford Financial Group, LTD. LLC | 0.19% | Reduce -11.5% | 32,569 | $2.8M |
| One Capital Management, LLC | 0.09% | Reduce -51.4% | 32,394 | $2.8M |
| Evercore Wealth Management, LLC | 0.04% | No change | 32,197 | $2.7M |
| SouthState Bank Corp | 0.13% | Add +5.3% | 32,140 | $2.7M |
| Narus Financial Partners, LLC | 0.92% | Add +24.4% | 31,702 | $2.7M |
| Partners Capital Investment Group, LLP | 0.05% | New | 31,682 | $2.7M |
| Thoroughbred Financial Services, LLC | 0.17% | Add +0.7% | 31,607 | $2.7M |
| Caliber Wealth Management, LLC / KS | 0.36% | — | 31,437 | $2.7M |
| Gilman Hill Asset Management, LLC | 0.46% | Add +4.9% | 31,409 | $2.7M |
| Builder Investment Group Inc. | 0.75% | Add +0.1% | 31,175 | $2.7M |
| Motiv8 Investments LLC | 1.75% | Reduce -5.2% | 31,053 | $2.6M |
| Allen Investment Management, LLC | 0.03% | No change | 31,000 | $2.6M |
| HSBC Holdings PLC | 0.00% | Reduce -0.3% | 30,903 | $2.6M |
| KKM Financial LLC | 1.11% | Reduce -0.3% | 30,269 | $2.6M |
| Private Trust Co. NA | 0.27% | Add +14.4% | 30,776 | $2.6M |
| First United Bank & Trust | 0.97% | Reduce -0.1% | 30,604 | $2.6M |
| Chokshi & Queen Wealth Advisors, Inc | 1.72% | Reduce -5.8% | 30,443 | $2.6M |
| FAS Wealth Partners, Inc. | 0.21% | Add +1.9% | 30,404 | $2.6M |
| Geneos Wealth Management Inc. | 0.09% | Reduce -0.7% | 30,372 | $2.6M |
| Sowell Financial Services LLC | 0.12% | Reduce -0.1% | 30,195 | $2.6M |
| NorthRock Partners, LLC | 0.09% | Reduce -2.7% | 29,895 | $2.5M |
| Laird Norton Wetherby Trust Company, LLC | 0.41% | No change | 29,850 | $2.5M |
| HUB Investment Partners, LLC | 0.10% | Add +2.1% | 29,808 | $2.5M |
| J.W. Cole Advisors, Inc. | 0.08% | Add +0.0% | 29,748 | $2.5M |
| Cozad Asset Management Inc. | 0.25% | Reduce -0.5% | 29,721 | $2.5M |
| Pathway Financial Advisors LLC | 0.45% | No change | 29,669 | $2.5M |
| Curi Capital, LLC | 0.06% | Reduce -45.0% | 29,290 | $2.5M |
| Kingsview Wealth Management, LLC | 0.05% | Reduce -11.3% | 29,171 | $2.5M |
| Proficio Capital Partners LLC | 0.19% | New | 28,715 | $2.4M |
| Advisory Services Network, LLC | 0.05% | Reduce -3.9% | 28,682 | $2.4M |
| Pasadena Private Wealth, LLC | 0.47% | No change | 28,500 | $2.4M |
| Elyxium Wealth, LLC | 1.07% | Add +11.6% | 28,428 | $2.4M |
| Summit Financial Strategies, Inc. | 0.24% | No change | 28,384 | $2.4M |
| Lee, Kelleher & Klein Wealth Management | 1.78% | Reduce -5.4% | 28,369 | $2.4M |
| Smith, Moore & Co. | 0.22% | Add +0.8% | 28,354 | $2.4M |
| JSF Financial, LLC | 0.64% | Reduce -0.3% | 28,320 | $2.4M |
| SOA Wealth Advisors, LLC. | 0.50% | Reduce -0.3% | 28,299 | $2.4M |
| Dover Advisors, LLC | 1.04% | Add +3.3% | 28,061 | $2.4M |
| Councilor Wealth, LLC | 1.19% | No change | 28,043 | $2.4M |
| Frank, Rimerman Advisors LLC | 0.19% | Reduce -2.6% | 27,959 | $2.4M |
| Axis Wealth Partners, LLC | 1.74% | Add +14.2% | 27,693 | $2.4M |
| Allium Financial Advisors, LLC | 2.15% | — | 27,680 | $2.4M |
| McKinley Carter Wealth Services, Inc. | 0.14% | Add +3.4% | 27,621 | $2.3M |
| Marquette Asset Management, LLC | 0.41% | Reduce -20.0% | 27,519 | $2.3M |
| Guardian Wealth Advisors, LLC | 1.49% | Reduce -13.6% | 27,385 | $2.3M |
| Middleton & Co. Inc. | 0.27% | Reduce -16.8% | 27,298 | $2.3M |
| Denver PWM, LLC | 0.83% | Reduce -6.0% | 27,265 | $2.3M |
| HT Partners LLC | 0.79% | No change | 26,956 | $2.3M |
| Cahill Financial Advisors Inc. | 0.31% | Add +0.0% | 26,897 | $2.3M |
| Bremer Bank National Association | 0.41% | Add +18.1% | 26,848 | $2.3M |
| Sigma Planning Corp | 0.07% | Add +18.5% | 26,692 | $2.3M |
| Dagco, Inc. | 0.73% | Reduce -3.6% | 26,596 | $2.3M |
| Naples Global Advisors, LLC | 0.21% | Add +0.9% | 26,380 | $2.2M |
| Valmark Advisers, Inc. | 0.03% | Reduce -1.8% | 26,305 | $2.2M |
| Valeo Financial Advisors, LLC | 0.06% | Reduce -1.3% | 26,080 | $2.2M |
| Resonant Capital Advisors, LLC | 0.15% | No change | 26,023 | $2.2M |
| GAMMA Investing LLC | 0.17% | Add +5.1% | 25,936 | $2.2M |
| Evensky & Katz LLC | 0.15% | Reduce -0.3% | 25,628 | $2.2M |
| Grove Bank & Trust | 0.29% | No change | 25,600 | $2.2M |
| Goelzer Investment Management, Inc. | 0.13% | No change | 25,577 | $2.2M |
| Litman Gregory Wealth Management LLC | 0.19% | No change | 25,476 | $2.2M |
| Indiana Trust & Investment Management Co | 0.78% | No change | 25,425 | $2.2M |
| Busey Bank | 0.07% | Reduce -2.1% | 25,298 | $2.2M |
| Chesley Taft & Associates LLC | 0.10% | Reduce -2.7% | 25,244 | $2.1M |
| Retirement Income Solutions, Inc. | 0.45% | No change | 25,176 | $2.1M |
| Apollon Wealth Management, LLC | 0.05% | Reduce -1.7% | 25,080 | $2.1M |
| Pinnacle Associates Ltd. | 0.03% | No change | 24,531 | $2.1M |
| Oliver Luxxe Assets LLC | 0.39% | Reduce -1.0% | 24,458 | $2.1M |
| Alley Investment Management Company, LLC | 0.26% | Reduce -0.3% | 23,951 | $2.0M |
| Ellenbecker Investment Group | 0.36% | Reduce -1.1% | 23,735 | $2.0M |
| 1900 Wealth Management LLC | 0.17% | Add +0.2% | 23,683 | $2.0M |
| SageView Advisory Group, LLC | 0.09% | Add +0.4% | 23,617 | $2.0M |
| Great Lakes Advisors, LLC | 0.02% | Reduce -83.6% | 23,614 | $2.0M |
| Nations Financial Group Inc, /Ia/ | 0.15% | Reduce -3.9% | 23,574 | $2.0M |
| Atria Investments, Inc | 0.03% | Reduce -7.4% | 23,543 | $2.0M |
| Neuberger Berman Group LLC | 0.00% | Reduce -5.1% | 23,519 | $2.0M |
| Meridian Financial Partners LLC | 1.01% | No change | 23,482 | $2.0M |
| Hapanowicz & Associates Financial Services, Inc | 1.11% | Add +6.1% | 23,465 | $2.0M |
| St. Clair Advisors, LLC | 0.56% | Reduce -32.8% | 23,410 | $2.0M |
| Wealthcare Advisory Partners LLC | 0.05% | Reduce -1.4% | 23,224 | $2.0M |
| Appleton Partners Inc. | 0.15% | Reduce -0.7% | 23,042 | $2.0M |
| Venture Visionary Partners LLC | 0.08% | Reduce -2.8% | 22,752 | $1.9M |
| DAVENPORT & Co LLC | 0.01% | Reduce -71.6% | 22,745 | $1.9M |
| Welch & Forbes LLC | 0.03% | Reduce -0.0% | 22,617 | $1.9M |
| LCNB Corp. | 0.70% | Reduce -0.3% | 22,501 | $1.9M |
| Parallel Advisors, LLC | 0.04% | Add +6.3% | 22,437 | $1.9M |
| Peoples Bank | 1.25% | Reduce -0.4% | 22,384 | $1.9M |
| Wells Trecaso Financial Group, LLC | 0.63% | Add +25.0% | 22,336 | $1.9M |
| Heritage Wealth Advisors | 0.10% | Reduce -5.2% | 22,305 | $1.9M |
| Weatherly Asset Management L. P. | 0.17% | No change | 22,176 | $1.9M |
| Hilltop Wealth Advisors, LLC | 1.06% | Add +9.6% | 22,109 | $1.9M |
| Wealthfront Advisers LLC | 0.01% | Add +2.9% | 22,067 | $1.9M |
| Manchester Capital Management LLC | 0.23% | Add +148.1% | 22,058 | $1.9M |
| FARMERS & MERCHANTS TRUST Co OF LONG BEACH | 0.47% | Reduce -0.6% | 22,034 | $1.9M |
| Fiduciary Trust Co | 0.02% | Add +0.6% | 22,021 | $1.9M |
| Oppenheimer & Co. Inc. | 0.03% | Add +47.6% | 21,600 | $1.8M |
| Belpointe Asset Management LLC | 0.10% | Add +131.1% | 21,598 | $1.8M |
| GWN Securities Inc. | 0.10% | New | 21,522 | $1.8M |
| Zacks Investment Management | 0.02% | Reduce -60.9% | 21,454 | $1.8M |
| Legacy Trust | 0.44% | Add +9.3% | 21,365 | $1.8M |
| Fulcrum Capital LLC | 0.40% | Reduce -8.2% | 21,301 | $1.8M |
| Gries Financial LLC | 0.35% | Add +29.0% | 21,238 | $1.8M |
| U.S. Capital Wealth Advisors, LLC | 0.06% | Add +1.8% | 21,145 | $1.8M |
| Meridian Wealth Management, LLC | 0.09% | Reduce -0.2% | 20,850 | $1.8M |
| Ancora Advisors LLC | 0.04% | Reduce -3.5% | 20,841 | $1.8M |
| Forvis Mazars Wealth Advisors, LLC | 0.04% | Reduce -0.8% | 20,800 | $1.8M |
| JFS Wealth Advisors, LLC | 0.12% | Add +3.4% | 20,691 | $1.8M |
| Venturi Wealth Management, LLC | 0.09% | No change | 20,630 | $1.8M |
| World Investment Advisors | 0.05% | Add +0.1% | 20,470 | $1.7M |
| Horan Securities, Inc. | 0.66% | Add +0.1% | 20,434 | $1.7M |
| BankPlus Wealth Management LLC | 1.27% | Reduce -11.4% | 20,365 | $1.7M |
| Roble, Belko & Company, Inc | 0.28% | No change | 20,303 | $1.7M |
| Waters Parkerson & Co., LLC | 0.09% | Add +7.2% | 20,191 | $1.7M |
| Columbus Macro, LLC | 0.23% | Add +13.1% | 20,160 | $1.7M |
| White Pine Capital LLC | 0.59% | Reduce -0.4% | 19,914 | $1.7M |
| RKL Wealth Management LLC | 0.16% | Reduce -5.4% | 19,896 | $1.7M |
| Eastern Bank | 0.03% | Reduce -3.3% | 19,864 | $1.7M |
| Twin Tree Management, LP | 0.04% | New | 19,820 | $1.7M |
| Jordan Park Group LLC | 0.12% | No change | 19,767 | $1.7M |
| Boston Trust Walden Corp | 0.01% | Reduce -3.5% | 19,725 | $1.7M |
| Zhang Financial LLC | 0.09% | Add +270.1% | 19,621 | $1.7M |
| Crescent Grove Advisors, LLC | 0.17% | Add +3.3% | 19,456 | $1.7M |
| Lazard Asset Management LLC | 0.00% | No change | 19,466 | $1.7M |
| Choate Investment Advisors | 0.04% | Add +36.4% | 19,394 | $1.6M |
| Postrock Partners LLC | 0.81% | Add +2.1% | 19,326 | $1.6M |
| Stratos Wealth Advisors, LLC | 0.09% | Reduce -2.5% | 19,306 | $1.6M |
| Bryn Mawr Trust Advisors, LLC | 0.10% | New | 19,081 | $1.6M |
| Procyon Advisors, LLC | 0.10% | Reduce -45.2% | 18,908 | $1.6M |
| Private Management Group Inc. | 0.06% | Reduce -0.4% | 18,795 | $1.6M |
| Davis R M Inc. | 0.03% | Add +3.1% | 18,735 | $1.6M |
| Simmons Bank | 0.12% | Reduce -0.0% | 18,723 | $1.6M |
| Strategic Advisors LLC | 0.30% | Reduce -2.0% | 18,482 | $1.6M |
| Climber Capital SA | 1.23% | Add +5.3% | 23,192 | $1.6M |
| Legacy Bridge, LLC | 0.88% | Add +2.2% | 18,439 | $1.6M |
| Zions Bancorporation, National Association | 0.10% | — | 18,346 | $1.6M |
| MBL Wealth, LLC | 0.16% | Reduce -0.3% | 18,294 | $1.6M |
| FMB Wealth Management | 0.86% | No change | 18,222 | $1.6M |
| Rainier Family Wealth Inc. | 1.83% | Add +24.2% | 18,216 | $1.5M |
| MIdWestOne Financial Group, Inc. | 0.22% | No change | 18,191 | $1.5M |
| Investors Research Corp | 0.33% | Add +1.0% | 18,173 | $1.5M |
| Flputnam Investment Management Co. | 0.03% | Reduce -3.8% | 18,123 | $1.5M |
| Newport Capital Group, LLC | 1.11% | Add +0.1% | 18,076 | $1.5M |
| Cornerstone Wealth Management, LLC | 0.10% | Add +2.1% | 18,072 | $1.5M |
| Allworth Financial LP | 0.01% | Reduce -1.2% | 18,300 | $1.5M |
| Sage Capital Advisors,llc | 0.40% | Reduce -8.6% | 17,924 | $1.5M |
| Napatree Capital LLC | 0.85% | Add +15.9% | 17,809 | $1.5M |
| Matrix Private Capital Group LLC | 0.90% | Add +1.7% | 17,735 | $1.5M |
| Clear Harbor Asset Management, LLC | 0.12% | No change | 17,669 | $1.5M |
| Roundview Capital LLC | 0.11% | Add +34.0% | 17,638 | $1.5M |
| Heritage Investors Management Corp. | 0.05% | Reduce -1.5% | 17,585 | $1.5M |
| Linscomb Wealth, Inc. | 0.07% | No change | 17,556 | $1.5M |
| Leo Wealth, LLC | 0.21% | Add +0.3% | 17,512 | $1.5M |
| Pallas Capital Advisors LLC | 0.06% | Reduce -4.6% | 17,479 | $1.5M |
| HBK Sorce Advisory LLC | 0.04% | Reduce -9.2% | 17,424 | $1.5M |
| Farmers National Bank | 0.41% | No change | 17,221 | $1.5M |
| Financial Partners Group, Inc | 0.23% | Add +0.1% | 17,213 | $1.5M |
| Lowe Brockenbrough & Co. Inc. | 0.10% | No change | 17,183 | $1.5M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.12% | Add +95.4% | 17,050 | $1.5M |
| Fairway Wealth LLC | 0.53% | Add +0.3% | 16,997 | $1.4M |
| 1ST Source Bank | 0.09% | Reduce -2.5% | 16,975 | $1.4M |
| Plum Street Advisors, LLC | 0.69% | Reduce -0.3% | 16,952 | $1.4M |
| Strategic Family Wealth Counselors, L.L.C. | 0.47% | Add +2.2% | 16,870 | $1.4M |
| Concurrent Investment Advisors, LLC | 0.03% | Add +53.8% | 16,727 | $1.4M |
| PFG Investments, LLC | 0.09% | Reduce -2.9% | 16,712 | $1.4M |
| Knuff & Co LLC | 0.47% | Add +15.0% | 16,633 | $1.4M |
| TD Waterhouse Canada Inc. | 0.01% | Add +11.5% | 16,598 | $1.4M |
| Southern Capital Advisors, LLC | 0.78% | Reduce -0.8% | 16,601 | $1.4M |
| Boston Family Office LLC | 0.10% | Reduce -27.2% | 16,570 | $1.4M |
| Perennial Investment Advisors, LLC | 0.16% | Reduce -6.9% | 16,432 | $1.4M |
| Connecticut Wealth Management, LLC | 0.07% | No change | 16,432 | $1.4M |
| Rhumbline Advisers | 0.00% | Add +39.8% | 16,418 | $1.4M |
| Baker Ellis Asset Management LLC | 0.20% | Add +0.9% | 16,214 | $1.4M |
| Fiducient Advisors LLC | 0.17% | Add +4.5% | 16,139 | $1.4M |
| Orgel Wealth Management, LLC | 0.04% | Add +91.1% | 16,094 | $1.4M |
| First Hawaiian Bank | 0.20% | Reduce -0.1% | 16,066 | $1.4M |
| IFG Advisors, LLC | 0.26% | Add +0.4% | 16,049 | $1.4M |
| Cypress Capital Group | 0.18% | Reduce -3.7% | 16,042 | $1.4M |
| Evernest Financial Advisors, LLC | 0.49% | No change | 15,912 | $1.4M |
| Summit Investment Advisors, Inc. | 1.20% | Add +3.3% | 15,933 | $1.4M |
| MBA Advisors LLC | 0.67% | Reduce -1.3% | 15,813 | $1.3M |
| Pinnacle Wealth Management Advisory Group, LLC | 0.13% | No change | 15,798 | $1.3M |
| Compton Wealth Advisory Group, LLC | 0.37% | Reduce -0.4% | 15,768 | $1.3M |
| Atlas Brown,Inc. | 0.47% | Reduce -3.4% | 15,711 | $1.3M |
| Swmg, LLC | 0.53% | New | 15,987 | $1.3M |
| Strategic Financial Concepts, LLC | 0.25% | Reduce -2.0% | 15,623 | $1.3M |
| WestHill Financial Advisors, Inc. | 0.30% | Reduce -0.9% | 15,496 | $1.3M |
| Kohmann Bosshard Financial Services, LLC | 0.16% | No change | 15,458 | $1.3M |
| West Paces Advisors Inc. | 0.30% | No change | 15,262 | $1.3M |
| SlateStone Wealth, LLC | 0.13% | Reduce -0.1% | 15,242 | $1.3M |
| Cary Street Partners Financial LLC | 0.04% | Add +1.9% | 15,212 | $1.3M |
| Parsons Capital Management Inc. | 0.07% | Add +41.6% | 15,142 | $1.3M |
| Great Valley Advisor Group, Inc. | 0.03% | Reduce -3.7% | 15,144 | $1.3M |
| Sagespring Wealth Partners, LLC | 0.03% | Add +18.9% | 15,103 | $1.3M |
| Luminvest Wealth Management LLC | 0.53% | No change | 15,056 | $1.3M |
| Compound Planning, Inc. | 0.06% | Add +49.8% | 15,028 | $1.3M |
| Farther Finance Advisors, LLC | 0.03% | Reduce -8.1% | 14,931 | $1.3M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.19% | Add +0.3% | 15,055 | $1.3M |
| Webster Bank, N. A. | 0.14% | Reduce -12.9% | 14,747 | $1.3M |
| Atala Financial Inc | 0.91% | Add +7.0% | 14,725 | $1.3M |
| Montecito Bank & Trust | 0.22% | Reduce -1.8% | 14,570 | $1.2M |
| Empirical Asset Management, LLC | 0.42% | Reduce -2.0% | 14,534 | $1.2M |
| Debussy Capital Management LP | 0.20% | Reduce -5.1% | 14,522 | $1.2M |
| Daymark Wealth Partners, LLC | 0.05% | Reduce -27.7% | 14,323 | $1.2M |
| Bill Few Associates, Inc. | 0.43% | No change | 14,278 | $1.2M |
| Madison Asset Management, LLC | 0.01% | Add +165.6% | 14,270 | $1.2M |
| D. E. Shaw & Co. | 0.00% | Reduce -20.4% | 14,210 | $1.2M |
| Seneca Financial Advisors LLC | 0.59% | Add +0.5% | 14,204 | $1.2M |
| Blue Trust, Inc. | 0.02% | Reduce -20.2% | 14,195 | $1.2M |
| Wooster Corthell Wealth Management, Inc. | 0.25% | Reduce -0.7% | 14,115 | $1.2M |
| GM Advisory Group, LLC | 0.06% | Add +2.2% | 14,006 | $1.2M |
| Moneco Advisors, LLC | 0.12% | Reduce -6.4% | 14,004 | $1.2M |
| SeaBridge Investment Advisors LLC | 0.26% | No change | 14,001 | $1.2M |
| Certuity, LLC | 0.12% | Reduce -1.1% | 13,973 | $1.2M |
| Centennial Wealth Advisory LLC | 0.43% | Add +5.7% | 13,929 | $1.2M |
| Philadelphia Trust Co. | 0.10% | No change | 13,913 | $1.2M |
| Dominguez Wealth Management Solutions, Inc. | 0.86% | Add +0.1% | 13,798 | $1.2M |
| Benjamin Edwards Inc. | 0.02% | Add +11.4% | 13,797 | $1.2M |
| Ascent Group, LLC | 0.05% | Add +209.4% | 13,777 | $1.2M |
| Well Done, LLC | 0.21% | Add +17.4% | 13,183 | $1.2M |
| Lyell Wealth Management, LP | 0.11% | Reduce -0.7% | 13,667 | $1.2M |
| Patriot Investment Management Group, Inc. | 0.09% | No change | 13,484 | $1.1M |
| Calamos Wealth Management LLC | 0.06% | Reduce -0.8% | 13,310 | $1.1M |
| Tsfg, LLC | 0.23% | Add +0.0% | 13,298 | $1.1M |
| Sterling Capital Management LLC | 0.02% | Add +1.9% | 13,232 | $1.1M |
| Advisor Resource Council | 0.09% | Reduce -40.9% | 13,171 | $1.1M |
| Ritter Daniher Financial Advisory LLC / DE | 0.30% | Reduce -1.2% | 13,138 | $1.1M |
| First National Bank of Omaha | 0.08% | Reduce -1.6% | 13,122 | $1.1M |
| Monetary Management Group Inc. | 0.30% | Reduce -6.8% | 13,055 | $1.1M |
| Vanguard Personalized Indexing Management, LLC | 0.02% | No change | 12,993 | $1.1M |
| RMR Wealth Builders | 0.12% | Reduce -0.6% | 12,960 | $1.1M |
| Citadel Advisors | 0.00% | Reduce -21.9% | 12,958 | $1.1M |
| Nwam LLC | 0.09% | Reduce -86.8% | 12,878 | $1.1M |
| Continuum Advisory, LLC | 0.14% | Add +0.1% | 12,864 | $1.1M |
| Sunbeam Capital Management, LLC | 1.04% | Add +0.3% | 12,791 | $1.1M |
| Occidental Asset Management, LLC | 0.16% | No change | 12,737 | $1.1M |
| Consolidated Portfolio Review Corp | 0.17% | Add +411.8% | 12,663 | $1.1M |
| O'shaughnessy Asset Management, LLC | 0.01% | Reduce -11.4% | 12,622 | $1.1M |
| Simplicity Wealth,LLC | 0.08% | Add +2.8% | 12,536 | $1.1M |
| Goldstein Advisors, LLC | 0.16% | No change | 12,511 | $1.1M |
| Klingman & Associates, LLC | 0.07% | No change | 12,497 | $1.1M |
| Ameritas Advisory Services, LLC | 0.04% | Reduce -2.2% | 12,057 | $1.1M |
| Quantinno Capital Management LP | 0.01% | Add +29.0% | 12,459 | $1.1M |
| Segall Bryant & Hamill, LLC | 0.02% | New | 12,416 | $1.1M |
| CENTRAL TRUST Co | 0.03% | Add +4.0% | 12,385 | $1.1M |
| Burns Matteson Capital Management, LLC | 0.56% | New | 12,337 | $1.0M |
| Russell Investments Group, Ltd. | 0.00% | Add +86.1% | 12,259 | $1.0M |
| Capital Investment Advisors, LLC | 0.02% | Add +15.5% | 12,244 | $1.0M |
| Mason & Associates, LLC | 0.30% | Reduce -0.6% | 12,189 | $1.0M |
| Okabena Investment Services Inc. | 0.26% | Add +1.1% | 12,112 | $1.0M |
| Pps&v Asset Management Consultants, Inc. | 0.75% | No change | 12,074 | $1.0M |
| Radnor Capital Management, LLC | 0.17% | No change | 12,040 | $1.0M |
| M Holdings Securities, Inc. | 0.17% | Add +19.2% | 11,994 | $1.0M |
| Select Equity Group, L.P. | 0.00% | Add +16.2% | 11,749 | $999K |
| Jupiter Wealth Management LLC | 0.60% | No change | 11,000 | $996K |
| Ofc Financial Planning, LLC | 1.13% | Reduce -0.6% | 11,691 | $995K |
| Avior Wealth Management, LLC | 0.04% | Reduce -7.6% | 11,601 | $987K |
| Sunbelt Securities, Inc. | 0.09% | Reduce -6.3% | 11,580 | $985K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Add +41.4% | 11,568 | $984K |
| Pine Haven Investment Counsel, Inc | 0.82% | No change | 11,522 | $980K |
| Heritage Trust Co | 0.12% | Reduce -2.0% | 11,481 | $977K |
| Montis Financial, LLC | 0.29% | Reduce -21.5% | 11,463 | $975K |
| Cassaday & Co Wealth Management LLC | 0.03% | No change | 11,329 | $964K |
| Clark Capital Management Group, Inc. | 0.01% | Add +198.5% | 11,297 | $961K |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -62.8% | 11,183 | $951K |
| Orion Portfolio Solutions, LLC | 0.01% | Reduce -62.8% | 11,183 | $951K |
| USAdvisors Wealth Management, LLC | 0.33% | Reduce -0.1% | 11,010 | $936K |
| Independent Financial Group, LLC | 0.03% | Reduce -6.6% | 11,001 | $936K |
| Waldron Private Wealth LLC | 0.04% | Reduce -0.3% | 10,917 | $929K |
| Lansing Street Advisors | 0.31% | New | 10,899 | $927K |
| Columbia Asset Management | 0.19% | Reduce -1.7% | 10,872 | $925K |
| RiverFront Investment Group, LLC | 0.02% | Add +16.5% | 10,848 | $923K |
| Legacy Wealth Management, LLC / MS | 0.30% | Add +154.1% | 10,846 | $923K |
| Brown Brothers Harriman & Co. | 0.01% | No change | 10,837 | $922K |
| Birch Hill Investment Advisors LLC | 0.04% | Reduce -0.5% | 10,826 | $921K |
| CreativeOne Wealth, LLC | 0.03% | Add +5.4% | 10,793 | $918K |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.02% | No change | 10,680 | $909K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.03% | Reduce -0.2% | 10,679 | $908K |
| Harbor Investment Advisory, LLC | 0.09% | No change | 10,672 | $908K |
| Coppell Advisory Solutions LLC | 0.13% | Add +2163.6% | 7,470 | $906K |
| First Financial Bank - Trust Division | 0.09% | Reduce -1.1% | 10,629 | $904K |
| Pinney & Scofield, Inc. | 0.65% | No change | 10,600 | $902K |
| Operose Advisors LLC | 0.30% | Add +1.1% | 10,539 | $897K |
| Parkside Financial Bank & Trust | 0.11% | Add +135.6% | 10,532 | $896K |
| Pacific Financial Group Inc. | 0.72% | Reduce -0.4% | 10,528 | $896K |
| New England Professional Planning Group Inc. | 0.45% | Add +0.1% | 10,524 | $895K |
| Winthrop Advisory Group LLC | 0.11% | Add +0.1% | 10,482 | $892K |
| NBT Bank, N.A. | 0.06% | Reduce -3.0% | 10,480 | $892K |
| Leslie Global Wealth, LLC | 0.43% | Add +5.8% | 10,449 | $889K |
| Obermeyer Wealth Partners | 0.05% | Add +0.9% | 10,394 | $884K |
| Parthenon LLC | 0.11% | No change | 10,323 | $878K |
| UNIVEST FINANCIAL Corp | 0.06% | Reduce -33.6% | 10,314 | $877K |
| Narwhal Capital Management | 0.08% | No change | 10,231 | $870K |
| Stillwater Capital Advisors, LLC | 0.12% | Add +5.3% | 10,222 | $870K |
| Duncker Streett & Co. Inc. | 0.17% | No change | 10,211 | $869K |
| Advisors Capital Management, LLC | 0.01% | Reduce -7.8% | 10,175 | $866K |
| Nemes Rush Group LLC | 0.11% | Add +0.0% | 10,168 | $865K |
| Pension & Wealth Management Advisors, Inc. | 0.32% | Add +154.2% | 10,167 | $865K |
| Snowden Capital Advisors LLC | 0.03% | Reduce -8.1% | 10,118 | $861K |
| Curio Wealth, LLC | 0.45% | Reduce -99.9% | 10 | $858K |
| Insigneo Advisory Services, LLC | 0.09% | Add +9.0% | 10,048 | $855K |
| Blue Oak Capital, LLC | 0.47% | No change | 9,974 | $848K |
| Optivise Advisory Services LLC | 0.47% | No change | 9,940 | $846K |
| Jackson Hole Capital Partners, LLC | 0.17% | No change | 9,927 | $844K |
| Vontobel Holding Ltd. | 0.00% | No change | 9,925 | $844K |
| Leavell Investment Management, Inc. | 0.04% | No change | 9,862 | $839K |
| Brasada Capital Management, LP | 0.17% | Reduce -2.1% | 11,148 | $835K |
| Optimum Investment Advisors | 0.39% | Reduce -3.0% | 9,678 | $823K |
| Breakwater Capital Group | 0.15% | Reduce -0.8% | 9,654 | $821K |
| Ironwood Financial, llc | 0.18% | No change | 9,638 | $820K |
| Dynasty Wealth Management, LLC | 0.01% | Reduce -54.6% | 9,610 | $818K |
| Marcum Wealth, LLC | 0.07% | Add +0.1% | 9,608 | $817K |
| Jaffetilchin Investment Partners, LLC | 0.06% | Add +68.0% | 9,562 | $813K |
| New South Capital Management Inc. | 0.04% | Reduce -93.9% | 9,530 | $811K |
| American Century Companies Inc. | 0.00% | New | 9,520 | $810K |
| Armor Investment Advisors, LLC | 0.33% | Reduce -0.2% | 9,509 | $809K |
| North Star Investment Management Corp. | 0.06% | No change | 9,489 | $807K |
| Vertex Planning Partners, LLC | 0.17% | Add +35.3% | 9,412 | $801K |
| Kanawha Capital Management LLC | 0.06% | Add +37.9% | 9,391 | $799K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.02% | No change | 9,324 | $793K |
| Beacon Financial Advisory LLC | 0.24% | Reduce -9.3% | 9,320 | $793K |
| Cynosure Group, LLC | 0.11% | Reduce -7.3% | 9,298 | $791K |
| GeoWealth Management, LLC | 0.03% | Reduce -0.4% | 9,284 | $790K |
| Wealth Dimensions Group, Ltd. | 0.19% | No change | 9,249 | $787K |
| Cyndeo Wealth Partners, LLC | 0.05% | Add +58.1% | 9,239 | $786K |
| Foundations Investment Advisors, LLC | 0.01% | Add +9.6% | 9,204 | $783K |
| MidAtlantic Capital Management, Inc. | 0.61% | Reduce -2.8% | 9,160 | $779K |
| Fiduciary Alliance LLC | 0.08% | New | 9,122 | $776K |
| AmeriServ Wealth Advisors | 0.45% | New | 9,080 | $772K |
| Smith Salley Wealth Management | 0.05% | Reduce -4.3% | 9,053 | $770K |
| Graypoint LLC | 0.05% | Add +0.0% | 9,049 | $770K |
| MassMutual Private Wealth & Trust, FSB | 0.02% | Reduce -7.1% | 9,027 | $768K |
| Viawealth, LLC | 0.47% | No change | 9,017 | $767K |
| Guardian Wealth Advisors, LLC / NC | 0.06% | Add +3.3% | 8,988 | $765K |
| Beck Bode, LLC | 0.14% | Reduce -18.8% | 8,936 | $760K |
| Baron Wealth Management LLC | 0.33% | Reduce -2.4% | 8,914 | $758K |
| Wealthquest Corp | 0.06% | Reduce -7.8% | 8,908 | $758K |
| Center for Financial Planning, Inc. | 0.10% | Add +0.1% | 8,902 | $757K |
| Paces Ferry Wealth Advisors, LLC | 0.38% | Reduce -0.8% | 8,873 | $755K |
| LGL Partners, LLC | 0.36% | Add +0.3% | 8,838 | $752K |
| Plante Moran Financial Advisors, LLC | 0.06% | Reduce -1.2% | 8,823 | $751K |
| Signature Estate & Investment Advisors LLC | 0.02% | Add +2.1% | 8,752 | $745K |
| Mill Capital Management, LLC | 0.06% | No change | 8,724 | $742K |
| Midland Wealth Advisors, LLC | 0.04% | Reduce -43.6% | 8,719 | $742K |
| Brown, Lisle/Cummings, Inc. | 0.21% | No change | 8,700 | $740K |
| Walled Lake Planning & Wealth Management, LLC | 0.26% | Add +2.4% | 8,679 | $738K |
| Ausdal Financial Partners, Inc. | 0.06% | Add +7.5% | 8,674 | $738K |
| Altus Wealth Group LLC | 0.34% | Reduce -4.9% | 8,646 | $736K |
| Investment Advisory Group, LLC | 0.25% | Add +0.5% | 8,642 | $735K |
| American National Bank & Trust | 0.08% | Add +46.9% | 8,617 | $733K |
| Strong Tower Advisory Services | 0.18% | New | 9,600 | $733K |
| Next Level Private LLC | 0.27% | Reduce -1.6% | 8,606 | $732K |
| Wedbush Securities Inc. | 0.03% | Add +4.4% | 8,608 | $732K |
| Fulton Breakefield Broenniman LLC | 0.05% | Reduce -62.8% | 8,589 | $731K |
| Moors & Cabot, Inc. | 0.04% | Add +6.2% | 8,580 | $730K |
| Transcend Capital Advisors, LLC | 0.05% | Add +0.1% | 8,576 | $730K |
| Selective Wealth Management, Inc. | 0.32% | No change | 9,158 | $729K |
| Essex Bank | 0.18% | Add +1.4% | 8,563 | $728K |
| Precision Wealth Strategies, LLC | 0.55% | No change | 8,533 | $726K |
| Spirepoint Private Client, LLC | 0.09% | Reduce -3.9% | 8,511 | $724K |
| First Financial Bankshares Inc | 0.02% | Reduce -23.2% | 8,488 | $722K |
| IFP Advisors, Inc | 0.02% | Add +8.0% | 8,485 | $722K |
| MCF Advisors LLC | 0.05% | Reduce -10.9% | 8,483 | $722K |
| Glassman Wealth Services | 0.12% | Add +0.6% | 8,449 | $719K |
| Sapient Capital LLC | 0.01% | Add +6.2% | 8,425 | $717K |
| Retirement Planning Group, LLC | 0.03% | Add +0.5% | 8,408 | $715K |
| Renaissance Technologies | 0.00% | Reduce -88.0% | 8,400 | $715K |
| BLB&B Advisors, LLC | 0.04% | Reduce -1.2% | 8,399 | $715K |
| Live Oak Private Wealth LLC | 0.12% | Reduce -8.2% | 8,397 | $714K |
| Baldwin Investment Management, LLC | 0.09% | Reduce -2.0% | 8,363 | $711K |
| S&co Inc. | 0.05% | No change | 8,344 | $709K |
| Shepherd Financial Partners LLC | 0.08% | Reduce -0.5% | 8,296 | $706K |
| BIP Wealth, LLC | 0.05% | Add +0.2% | 8,286 | $705K |
| Mission Wealth Management, LP | 0.02% | Reduce -0.7% | 8,204 | $698K |
| Beaumont Financial Advisors, LLC | 0.05% | No change | 8,149 | $693K |
| Central Bank & Trust Co. | 0.11% | Reduce -17.1% | 8,080 | $687K |
| Princeton Global Asset Management LLC | 0.13% | Reduce -0.3% | 7,963 | $677K |
| Fermata Advisors, LLC | 0.12% | Add +0.1% | 7,932 | $675K |
| Moody LYNN Lieberson & Walker, LLC | 0.04% | No change | 7,902 | $672K |
| Dana Investment Advisors, Inc. | 0.02% | No change | 7,901 | $672K |
| Prudential Financial Inc. | 0.00% | New | 7,900 | $672K |
| Flagstone Financial Management | 0.22% | No change | 7,870 | $670K |
| Beese Fulmer Investment Management, Inc. | 0.06% | No change | 7,804 | $664K |
| Bensler, LLC | 0.08% | Reduce -13.1% | 7,792 | $663K |
| Buckhead Capital Management LLC | 0.21% | No change | 7,791 | $663K |
| Old Second National Bank of Aurora | 0.16% | No change | 7,780 | $662K |
| Western Wealth Management, LLC | 0.04% | Add +27.3% | 7,779 | $662K |
| Foster Dykema Cabot & Partners, LLC | 0.05% | Reduce -14.9% | 7,769 | $661K |
| Csenge Advisory Group | 0.04% | New | 8,202 | $660K |
| Lee Danner & Bass Inc. | 0.05% | No change | 7,749 | $659K |
| TCI Wealth Advisors, Inc. | 0.05% | Add +53.8% | 7,732 | $658K |
| Summit Investment Advisory Services, LLC | 0.32% | Add +0.0% | 7,690 | $654K |
| Bragg Financial Advisors, Inc | 0.03% | No change | 7,673 | $653K |
| Park Avenue Securities LLC | 0.01% | Reduce -46.8% | 7,656 | $651K |
| Destiny Wealth Partners, LLC | 0.10% | No change | 7,612 | $648K |
| JNBA Financial Advisors | 0.07% | Reduce -0.8% | 7,602 | $647K |
| Pinnacle Bancorp, Inc. | 0.21% | Add +0.3% | 7,495 | $638K |
| BlueSky Wealth Advisors, LLC | 0.10% | No change | 7,481 | $636K |
| Certified Advisory Corp | 0.07% | Reduce -26.9% | 7,421 | $631K |
| Brady Family Wealth, LLC | 0.20% | Reduce -3.6% | 7,403 | $630K |
| Cassia Capital Partners, LLC | 0.39% | Reduce -6.9% | 7,347 | $625K |
| ICW Investment Advisors LLC | 0.25% | No change | 7,316 | $622K |
| Angeles Wealth Management, LLC | 0.05% | No change | 7,299 | $621K |
| Ascentis Independent Advisors | 0.12% | Reduce -1.6% | 7,279 | $619K |
| FourThought Financial Partners, LLC | 0.06% | No change | 7,259 | $618K |
| First Commonwealth Financial Corp | 0.15% | Reduce -15.9% | 7,244 | $616K |
| Thompson Siegel & Walmsley LLC | 0.01% | No change | 7,167 | $610K |
| Cape Cod Five Cents Savings Bank | 0.06% | No change | 6,907 | $609K |
| Hunter Associates Investment Management LLC | 0.09% | Add +0.0% | 7,140 | $608K |
| Greenhouse Wealth Management, LLC | 0.45% | Add +0.3% | 7,116 | $605K |
| Smithfield Trust Co | 0.03% | No change | 7,116 | $602K |
| Tranquility Partners, LLC | 0.23% | Add +13.3% | 7,061 | $601K |
| BOK Financial Private Wealth, Inc. | 0.05% | No change | 7,057 | $600K |
| Stratos Investment Management, LLC | 0.03% | Add +0.1% | 7,053 | $600K |
| Larson Financial Group LLC | 0.03% | Reduce -10.2% | 7,045 | $599K |
| Cranbrook Wealth Management, LLC | 0.14% | No change | 7,020 | $597K |
| McNaughton Wealth Management, LLC | 0.29% | No change | 6,940 | $590K |
| Anson Capital, Inc. | 0.51% | No change | 6,933 | $590K |
| First PREMIER Bank | 0.15% | No change | 6,928 | $589K |
| Capital Analysts, LLC | 0.02% | Add +76.6% | 6,926 | $589K |
| Thomasville National Bank | 0.04% | Add +0.4% | 6,884 | $586K |
| Tompkins Financial Corp. | 0.06% | Reduce -0.6% | 6,883 | $586K |
| Florida Trust Wealth Management Co | 0.02% | No change | 6,869 | $584K |
| Moss Adams Wealth Advisors LLC | 0.06% | Reduce -2.8% | 6,838 | $582K |
| Lindbrook Capital, LLC | 0.05% | Add +5.1% | 6,837 | $582K |
| TPG Financial Advisors, LLC | 0.26% | Add +0.7% | 6,810 | $579K |
| Montag A & Associates Inc. | 0.03% | Add +0.1% | 6,770 | $576K |
| Bear Mountain Capital, Inc. | 0.22% | Reduce -0.2% | 6,784 | $571K |
| Caldwell Trust Co | 0.06% | Add +2.2% | 6,684 | $569K |
| Bearing Point Capital, LLC | 0.12% | Add +3.5% | 6,635 | $564K |
| Harbour Investments, Inc. | 0.02% | Reduce -0.8% | 6,634 | $564K |
| SilverOak Wealth Management LLC | 0.12% | Add +32.6% | 6,610 | $562K |
| Advisor OS, LLC | 0.06% | New | 6,600 | $561K |
| Osborne Partners Capital Management, LLC | 0.03% | No change | 6,600 | $561K |
| Advisory Resource Group | 0.11% | Add +6.7% | 6,581 | $560K |
| Carnegie Investment Counsel | 0.01% | Add +44.9% | 7,172 | $559K |
| Cordatus Wealth Management LLC | 0.15% | Reduce -0.4% | 6,458 | $549K |
| Segment Wealth Management, LLC | 0.04% | Add +3.1% | 6,449 | $549K |
| Allen Mooney & Barnes Investment Advisors LLC | 0.09% | Add +5.6% | 6,333 | $539K |
| Bangor Savings Bank | 0.05% | Reduce -0.8% | 6,316 | $537K |
| Mathes Company, Inc. | 0.22% | No change | 6,301 | $536K |
| First Bancorp, Inc | 0.35% | No change | 6,273 | $534K |
| Reston Wealth Management LLC | 0.22% | Reduce -1.8% | 6,254 | $532K |
| Ballew Advisors, Inc | 0.36% | Add +0.0% | 6,678 | $532K |
| Aristotle Capital Boston, LLC | 0.03% | Add +261.1% | 6,250 | $532K |
| Wedmont Private Capital | 0.03% | Reduce -0.0% | 6,655 | $530K |
| Empower Advisory Group, LLC | 0.00% | Add +0.1% | 6,222 | $529K |
| Fort Washington Investment Advisors Inc. | 0.00% | Reduce -2.4% | 6,220 | $529K |
| Sandy Cove Advisors, LLC | 0.21% | Reduce -7.4% | 6,217 | $529K |
| Northeast Financial Consultants Inc | 0.02% | No change | 6,208 | $528K |
| Alesco Advisors, LLC, An ESL Co | 0.02% | No change | 6,200 | $527K |
| Valley Forge Investment Consultants Inc. Adv | 0.19% | No change | 6,191 | $527K |
| Bar Harbor Wealth Management | 0.03% | Reduce -4.0% | 6,180 | $526K |
| Windsor Capital Management, LLC | 0.16% | Reduce -0.3% | 6,170 | $525K |
| Israel Discount Bank of New York | 0.40% | Reduce -35.6% | 6,129 | $521K |
| Hollencrest Capital Management | 0.02% | No change | 6,120 | $521K |
| International Assets Investment Management, LLC | 0.05% | Reduce -32.3% | 6,105 | $519K |
| Forum Financial Management, LP | 0.01% | No change | 6,096 | $519K |
| CVFG LLC | 0.47% | Add +3.8% | 6,064 | $516K |
| First Nebraska Trust Co | 0.05% | No change | 6,050 | $515K |
| Centaurus Financial, Inc. | 0.03% | Add +38.3% | 6,048 | $514K |
| Richardson Capital Management LLC | 0.32% | No change | 6,005 | $511K |
| First American Trust, FSB | 0.05% | No change | 5,995 | $510K |
| Edgemoor Investment Advisors, Inc. | 0.05% | No change | 5,960 | $507K |
| Brand Asset Management Group, Inc. | 0.21% | No change | 5,943 | $506K |
| Park National Corp. | 0.02% | New | 5,941 | $505K |
| Bolthouse Investments, LLC | 0.53% | No change | 5,919 | $504K |
| Vickerman Investment Advisors, Inc. | 0.11% | Add +127.3% | 5,907 | $503K |
| Dynamic Advisor Solutions LLC | 0.02% | Reduce -10.6% | 5,890 | $501K |
| Adero Partners, LLC | 0.03% | No change | 5,881 | $500K |
| Trust Co of the South | 0.10% | No change | 5,880 | $500K |
| James J. Burns & Company, LLC | 0.09% | Add +0.8% | 5,878 | $500K |
| Alpha Financial Partners LLC | 0.40% | Reduce -0.5% | 5,868 | $499K |
| MJP Associates Inc. | 0.09% | New | 5,859 | $498K |
| Townsquare Capital LLC | 0.01% | Add +30.0% | 5,857 | $498K |
| Financial Advocates Investment Management | 0.03% | Reduce -3.8% | 5,815 | $495K |
| Plan A Wealth LLC | 0.38% | Reduce -6.6% | 5,769 | $491K |
| Fairfield, Bush & Co. | 0.31% | Add +10.2% | 5,769 | $491K |
| Joel Isaacson & Co., LLC | 0.02% | Add +22.1% | 5,760 | $490K |
| Mgo One Seven LLC | 0.02% | Reduce -5.4% | 5,756 | $490K |
| Forum Private Client Group LLC | 0.21% | Reduce -4.0% | 5,746 | $489K |
| My Personal CFO, LLC | 0.24% | Add +0.1% | 5,715 | $486K |
| Palisade Asset Management, LLC | 0.05% | No change | 5,710 | $486K |
| Westmount Partners, LLC | 0.15% | Reduce -7.3% | 5,706 | $485K |
| Sovran Advisors, LLC | 0.06% | Add +4.7% | 6,023 | $484K |
| Clarity Capital Partners LLC | 0.20% | Reduce -1.7% | 5,681 | $483K |
| Caldwell Sutter Capital, Inc. | 0.23% | No change | 5,664 | $482K |
| PKS Advisory Services, LLC | 0.13% | Reduce -1.6% | 5,661 | $482K |
| Brueske Advisory Services, LLC | 0.46% | No change | 5,655 | $481K |
| Sfmg, LLC | 0.04% | No change | 5,637 | $479K |
| Sepio Capital, LP | 0.04% | No change | 5,626 | $479K |
| TFC Financial Management, Inc. | 0.07% | Reduce -6.6% | 5,605 | $477K |
| Nicolet Bankshares Inc. | 0.10% | Add +0.7% | 5,604 | $477K |
| Flagship Harbor Advisors, LLC | 0.02% | Reduce -7.4% | 5,534 | $471K |
| SMI Advisory Services, LLC | 0.11% | Reduce -1.8% | 6,132 | $468K |
| Innovative Wealth Building LLC | 0.43% | Add +2.3% | 5,490 | $467K |
| Salomon & Ludwin, LLC | 0.05% | No change | 5,485 | $467K |
| QRG Capital Management, Inc. | 0.00% | Reduce -21.7% | 5,478 | $466K |
| Blodgett Wealth Advisors, LLC | 0.40% | No change | 5,468 | $465K |
| Fourpath Capital Management, LLC | 0.08% | No change | 5,465 | $465K |
| Equitable Trust Co. | 0.03% | Add +9.8% | 5,454 | $464K |
| Jamison Private Wealth Management, Inc. | 0.07% | No change | 5,449 | $464K |
| Fortis Capital Advisors, LLC | 0.09% | Add +3.9% | 5,448 | $463K |
| Lake Street Private Wealth, LLC | 0.08% | Reduce -27.3% | 5,401 | $459K |
| Impact Partnership Wealth, LLC | 0.10% | Add +8.3% | 5,392 | $459K |
| Veracity Capital LLC | 0.18% | Reduce -2.6% | 5,391 | $459K |
| AAF Wealth Management, LLC | 0.25% | Reduce -34.9% | 5,369 | $457K |
| William Mack & Associates, Inc. | 0.39% | Add +0.3% | 5,349 | $455K |
| First National Bank & Trust Co. of Newtown | 0.10% | No change | 5,344 | $455K |
| Arbor Wealth Advisors LLC | 0.40% | No change | 5,337 | $454K |
| Register Financial Advisors LLC | 0.24% | Reduce -2.9% | 5,335 | $454K |
| Goodwin Investment Advisory | 0.70% | Reduce -89.2% | 5,323 | $453K |
| Icon Wealth Advisors, LLC | 0.04% | New | 5,322 | $453K |
| Callan Capital, LLC | 0.03% | Reduce -2.9% | 5,312 | $452K |
| Encompass Wealth Advisors, LLC | 0.18% | Add +0.9% | 5,296 | $451K |
| Intrua Financial, LLC | 0.07% | Reduce -19.9% | 5,292 | $450K |
| Founders Financial Alliance, LLC | 0.11% | Reduce -0.3% | 5,290 | $450K |
| Macroview Investment Management LLC | 0.42% | Reduce -0.8% | 5,278 | $449K |
| Canandaigua National Trust Co of Florida | 0.39% | No change | 5,200 | $442K |
| Mach-1 Financial Group, LLC | 0.13% | New | 5,192 | $442K |
| CoreCap Advisors, LLC | 0.02% | Add +6.7% | 5,185 | $441K |
| SOL Capital Management CO | 0.05% | No change | 5,180 | $441K |
| Hirtle & Co., LLC | 0.02% | Reduce -28.9% | 5,143 | $438K |
| GW&K Investment Management, LLC | 0.00% | Add +19.9% | 5,133 | $437K |
| LMCG Investments, LLC | 0.03% | Reduce -8.2% | 5,131 | $436K |
| KFA Private Wealth Group, LLC | 0.15% | New | 5,130 | $436K |
| Bordeaux Wealth Advisors LLC | 0.08% | No change | 5,118 | $435K |
| Freestone Capital Holdings, LLC | 0.02% | Add +2.8% | 5,114 | $435K |
| Stevens Capital Partners | 0.20% | Reduce -26.5% | 5,106 | $434K |
| DBK Financial Counsel, LLC | 0.44% | Reduce -16.4% | 5,105 | $434K |
| New Hampshire Trust | 0.10% | New | 5,069 | $431K |
| Forefront Wealth Partners, LLC | 0.29% | New | 5,055 | $430K |
| Trust Co | 0.05% | Add +2.0% | 5,051 | $430K |
| Harbour Capital Advisors, LLC | 0.11% | No change | 5,260 | $430K |
| Weil Company, Inc. | 0.13% | No change | 5,036 | $428K |
| MWA Asset Management | 0.30% | Add +15.3% | 5,034 | $428K |
| Guardian Asset Advisors, LLC | 0.28% | Reduce -17.3% | 5,067 | $427K |
| Arthur M. Cohen & Associates, LLC | 0.08% | Add +0.2% | 5,018 | $427K |
| Everhart Financial Group, Inc. | 0.06% | Add +52.3% | 5,010 | $426K |
| E&G Advisors, LLC | 0.12% | No change | 5,000 | $425K |
| Herold Advisors, Inc. | 0.09% | No change | 5,000 | $425K |
| Valued Retirements, Inc. | 0.56% | No change | 4,990 | $424K |
| Castle Wealth Management LLC | 0.17% | No change | 4,960 | $422K |
| Burling Wealth Partners, LLC | 0.09% | Add +38.5% | 4,959 | $422K |
| Caprock Group, LLC | 0.01% | Reduce -55.3% | 4,951 | $421K |
| Ironwood Wealth Management, LLC. | 0.13% | Reduce -9.4% | 4,930 | $419K |
| M1 Capital Management LLC | 0.26% | No change | 4,858 | $413K |
| Betterment LLC | 0.00% | Add +19.5% | 4,858 | $413K |
| First Financial Corp. | 0.20% | No change | 4,840 | $412K |
| Invenio Wealth Partners LLC | 0.17% | No change | 4,838 | $412K |
| Plancorp, LLC | 0.02% | Add +0.4% | 4,835 | $411K |
| Flagship Private Wealth, LLC | 0.20% | Add +9.7% | 4,834 | $411K |
| Colonial Trust Co / SC | 0.06% | No change | 4,825 | $410K |
| Clal Insurance Enterprises Holdings Ltd | 0.00% | No change | 4,804 | $409K |
| Palacios Wealth Management, LLC | 0.30% | New | 2,054 | $407K |
| Deutsche Bank AG | 0.00% | No change | 4,765 | $405K |
| Checchi Capital Advisers, LLC | 0.03% | Add +7.2% | 4,756 | $405K |
| NCM Capital Management, LLC | 0.18% | No change | 4,752 | $404K |
| InvesTrust | 0.11% | No change | 4,743 | $403K |
| Jefferies Financial Group Inc. | 0.01% | Reduce -2.8% | 4,740 | $403K |
| Christensen, King & Associates Investment Services, Inc. | 0.19% | Reduce -6.3% | 4,617 | $403K |
| Colonial Trust Advisors | 0.04% | Reduce -10.7% | 4,731 | $402K |
| Broadview Financial Management, LLC | 0.30% | Reduce -0.8% | 4,717 | $401K |
| Legacy Financial Advisors, Inc. | 0.07% | No change | 4,716 | $401K |
| Holistic Financial Partners | 0.19% | No change | 4,712 | $401K |
| Stonebrook Private Inc. | 0.10% | New | 4,712 | $401K |
| Cadence Bank | 0.03% | No change | 4,711 | $401K |
| Antonelli Financial Advisors, LLC | 0.32% | Reduce -5.0% | 4,710 | $401K |
| Prosperity Consulting Group, LLC | 0.03% | Reduce -1.2% | 4,704 | $400K |
| Farmers & Merchants Trust Co of Chambersburg PA | 0.14% | Reduce -26.6% | 4,696 | $399K |
| 49 Wealth Management, LLC | 0.05% | Reduce -0.9% | 4,688 | $399K |
| Ledyard National Bank | 0.04% | Reduce -10.0% | 4,669 | $397K |
| West Oak Capital, LLC | 0.22% | No change | 4,600 | $391K |
| Golden State Wealth Management, LLC | 0.06% | Add +4.9% | 4,591 | $391K |
| First Manhattan Co. Llc. | 0.00% | Add +9.5% | 4,588 | $390K |
| Atlantic Edge Private Wealth Management, LLC | 0.12% | No change | 4,557 | $388K |
| Brookstone Capital Management | 0.01% | Add +50.2% | 4,556 | $388K |
| PBMares Wealth Management LLC | 0.08% | No change | 4,553 | $387K |
| Invera Wealth Advisors, LLC | 0.25% | New | 4,548 | $387K |
| Allspring Global Investments Holdings, LLC | 0.00% | Reduce -25.1% | 4,529 | $387K |
| King Wealth Management Group | 0.06% | No change | 4,520 | $385K |
| Associated Banc-Corp | 0.01% | Add +31.2% | 4,483 | $381K |
| Hohimer Wealth Management, LLC | 0.07% | No change | 4,450 | $379K |
| BankPlus Trust Department | 0.13% | Add +8.3% | 4,437 | $377K |
| Rehmann Capital Advisory Group | 0.02% | Reduce -17.9% | 4,433 | $377K |
| PFG Advisors | 0.02% | Add +1.0% | 4,421 | $376K |
| Redhawk Wealth Advisors, Inc. | 0.05% | Add +6.0% | 4,407 | $375K |
| Northeast Investment Management | 0.02% | Reduce -0.4% | 4,375 | $372K |
| West Coast Financial LLC | 0.04% | No change | 4,364 | $371K |
| Bell Bank | 0.02% | Add +12.7% | 4,331 | $368K |
| Advisory Alpha, LLC | 0.01% | Reduce -3.5% | 4,326 | $368K |
| Truepoint, Inc. | 0.01% | Reduce -2.8% | 4,313 | $367K |
| PGIM Custom Harvest LLC | 0.01% | Reduce -13.6% | 4,298 | $366K |
| Bridgewater Advisors Inc. | 0.03% | New | 4,321 | $364K |
| Fisher Asset Management | 0.00% | Add +1.4% | 4,256 | $362K |
| Patriot Financial Group Insurance Agency, LLC | 0.05% | Reduce -7.1% | 4,246 | $361K |
| MTM Investment Management, LLC | 0.14% | Reduce -3.7% | 4,229 | $361K |
| Community Bank of Raymore | 0.29% | No change | 4,229 | $360K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +7.2% | 4,221 | $359K |
| Bouchey Financial Group, Ltd. | 0.03% | Reduce -1.9% | 4,219 | $359K |
| BlueChip Wealth Advisors LLC | 0.18% | Reduce -4.6% | 4,218 | $359K |
| Capital City Trust Co. | 0.10% | New | 4,214 | $358K |
| AdvisorNet Financial, Inc | 0.03% | Add +6.0% | 4,213 | $358K |
| Wellington Management Group LLP | 0.00% | No change | 4,200 | $357K |
| Colorado Capital Management, Inc. | 0.17% | No change | 4,199 | $357K |
| Duncan Williams Asset Management, LLC | 0.13% | Reduce -0.1% | 4,187 | $356K |
| Sentinel Trust Co. Lba | 0.04% | No change | 4,165 | $354K |
| Versant Capital Management, Inc | 0.06% | No change | 4,144 | $353K |
| Blue Zone Wealth Advisors, LLC | 0.10% | Reduce -2.1% | 4,138 | $352K |
| Wealthspire Retirement, LLC | 0.03% | Add +0.1% | 4,118 | $350K |
| CRA Financial Services, LLC | 0.06% | No change | 4,106 | $349K |
| Endeavor Private Wealth, Inc. | 0.19% | New | 4,102 | $349K |
| Old Mission Investment Co LLC | 0.11% | No change | 4,100 | $349K |
| KMG Fiduciary Partners, LLC | 0.03% | Add +2.5% | 4,099 | $349K |
| Willow Creek Wealth Management Inc. | 0.03% | Reduce -5.0% | 4,090 | $348K |
| Optas, LLC | 0.06% | Reduce -6.0% | 4,083 | $347K |
| Affinity Capital Advisors, LLC | 0.07% | Reduce -5.6% | 4,358 | $347K |
| Good Life Advisors, LLC | 0.02% | Add +8.8% | 4,079 | $347K |
| Novus Advisors, LLC | 0.35% | Add +0.1% | 4,077 | $347K |
| Arrow Financial Corp | 0.04% | Reduce -2.2% | 4,076 | $347K |
| Lutz Financial Services LLC | 0.03% | No change | 4,068 | $346K |
| Aprio Wealth Management, LLC | 0.04% | Add +0.3% | 4,047 | $344K |
| Baker Avenue Asset Management, LP | 0.01% | Add +0.3% | 4,042 | $344K |
| WealthShield Partners, LLC | 0.04% | Reduce -32.3% | 4,035 | $343K |
| Clayton Financial Group LLC | 0.13% | Reduce -0.3% | 4,025 | $342K |
| Magnus Financial Group LLC | 0.03% | Reduce -0.3% | 4,013 | $341K |
| Phoenix Wealth Advisors | 0.15% | No change | 4,001 | $340K |
| United Community Bank | 0.13% | Add +11.3% | 4,001 | $340K |
| REDW Wealth LLC | 0.13% | No change | 4,000 | $340K |
| Avantax Planning Partners, Inc. | 0.01% | No change | 3,961 | $337K |
| Prairie Wealth Advisors, Inc. | 0.17% | No change | 3,960 | $337K |
| HMS Capital Management, LLC | 0.19% | No change | 4,393 | $335K |
| HM Payson & Co. | 0.01% | Reduce -9.7% | 3,932 | $334K |
| First National Advisers, LLC | 0.05% | No change | 3,900 | $332K |
| Guidance Point Advisors, LLC | 0.10% | Reduce -11.1% | 3,887 | $331K |
| Tanager Wealth Management LLP | 0.04% | New | 3,884 | $330K |
| Valley National Advisers Inc. | 0.06% | No change | 3,888 | $330K |
| Uptick Partners, LLC | 0.11% | Add +0.7% | 3,870 | $329K |
| Alpine Bank Wealth Management | 0.05% | — | 3,835 | $326K |
| Bernardo Wealth Planning LLC | 0.08% | Reduce -1.9% | 3,837 | $326K |
| Waterfront Wealth Inc. | 0.08% | No change | 3,825 | $325K |
| PACK Private Wealth, LLC | 0.19% | No change | 3,822 | $325K |
| Alaethes Wealth, LLC | 0.12% | Add +41.3% | 3,818 | $325K |
| Financial Alternatives, Inc | 0.23% | No change | 3,814 | $324K |
| Eclectic Associates Inc. | 0.09% | Reduce -12.1% | 3,811 | $324K |
| RFG Advisory, LLC | 0.01% | Reduce -2.0% | 3,810 | $324K |
| McClarren Financial Advisors, Inc. | 0.21% | New | 85 | $324K |
| Integral Investment Advisors, Inc. | 0.10% | Reduce -7.5% | 3,806 | $324K |
| V2 Financial group LLC | 0.21% | No change | 3,800 | $323K |
| American Financial & Tax Strategies Inc. | 0.17% | Reduce -1.3% | 3,786 | $322K |
| Evermay Wealth Management LLC | 0.04% | No change | 3,784 | $322K |
| CPA Asset Management Group, LLC | 0.14% | No change | 3,779 | $321K |
| Sax Wealth Advisors, LLC | 0.02% | No change | 3,749 | $319K |
| Rockwood Wealth Management, LLC | 0.03% | Reduce -5.2% | 3,743 | $318K |
| Landmark Wealth Management, LLC | 0.14% | Add +2.8% | 3,726 | $317K |
| Mitchell McLeod Pugh & Williams Inc. | 0.07% | No change | 3,722 | $317K |
| RFG - Bristol Wealth Advisors, LLC | 0.11% | Reduce -1.6% | 3,717 | $316K |
| Winthrop Capital Management, LLC | 0.09% | No change | 3,716 | $316K |
| IMS Capital Management | 0.16% | No change | 3,700 | $315K |
| Wedgewood Investors Inc. | 0.37% | Reduce -4.2% | 3,680 | $313K |
| Arkadios Wealth Advisors | 0.01% | Reduce -4.3% | 3,669 | $312K |
| National Bank of Canada | 0.00% | Reduce -8.1% | 3,668 | $312K |
| Adirondack Trust Co. | 0.12% | No change | 3,659 | $311K |
| Victory Financial Group, LLC | 0.06% | Add +0.6% | 3,639 | $310K |
| Cordgrass Capital Advisors, LLC | 0.09% | No change | 3,623 | $308K |
| LBMC Investment Advisors, LLC | 0.02% | No change | 3,608 | $307K |
| Poehling Capital Management, INC. | 0.08% | No change | 3,588 | $305K |
| Sage Financial Management Group, Inc. | 0.11% | Reduce -12.0% | 3,573 | $304K |
| D. Scott Neal, Inc. | 0.17% | No change | 3,560 | $303K |
| Kavar Capital Partners Group, LLC | 0.05% | No change | 3,558 | $303K |
| Kingswood Wealth Advisors, LLC | 0.03% | Reduce -17.0% | 3,545 | $302K |
| United Bank | 0.04% | No change | 3,537 | $301K |
| Spinnaker Trust | 0.02% | Reduce -32.3% | 3,524 | $300K |
| Madden Advisory Services, Inc. | 0.14% | Reduce -0.6% | 3,522 | $300K |
| Topel & Distasi Wealth Management, LLC | 0.14% | Reduce -0.3% | 3,522 | $300K |
| Howland Capital Management LLC | 0.01% | No change | 3,516 | $299K |
| IFG Advisory, LLC | 0.02% | Add +36.8% | 3,499 | $298K |
| ARS Wealth Advisors Group, LLC | 0.04% | Add +0.0% | 3,499 | $298K |
| Bruce G. Allen Investments, LLC | 0.23% | Add +0.3% | 3,486 | $297K |
| Gallagher Fiduciary Advisors, LLC | 0.01% | Add +28.6% | 3,485 | $296K |
| Wise Wealth Partners | 0.71% | Reduce -0.8% | 3,484 | $296K |
| Townsend Asset Management Corp. /NC/ | 0.11% | Add +0.0% | 3,478 | $296K |
| Chevy Chase Trust Holdings, LLC | 0.00% | New | 3,453 | $294K |
| Journey Beyond Wealth, LLC | 0.27% | No change | 3,448 | $293K |
| Diversify Advisory Services, LLC | 0.02% | Reduce -21.9% | 3,447 | $290K |
| Tritonpoint Wealth, LLC | 0.03% | Add +0.1% | 3,408 | $290K |
| Acima Private Wealth, LLC | 0.10% | No change | 3,404 | $290K |
| Nixon Peabody Trust Co. | 0.02% | Reduce -3.3% | 3,385 | $288K |
| JGP Wealth Management, LLC | 0.04% | Reduce -0.3% | 3,384 | $288K |
| Bison Wealth, LLC | 0.03% | New | 3,377 | $287K |
| Revolve Wealth Partners, LLC | 0.04% | Reduce -8.1% | 3,360 | $286K |
| Relyea Zuckerberg Hanson LLC | 0.04% | Add +0.0% | 3,359 | $286K |
| Biltmore Family Office, LLC | 0.05% | No change | 3,347 | $285K |
| Kure Advisory, LLC | 0.21% | — | 3,335 | $284K |
| Summit Financial, LLC | 0.01% | New | 3,334 | $284K |
| Union Savings Bank | 0.14% | No change | 3,329 | $283K |
| Guyasuta Investment Advisors Inc. | 0.02% | No change | 3,300 | $281K |
| Meridian Investment Counsel Inc. | 0.08% | No change | 3,275 | $279K |
| Crewe Advisors LLC | 0.04% | Add +3.3% | 3,264 | $278K |
| Planwiser Financial, LLC | 0.25% | — | 3,245 | $278K |
| Detalus Advisors, LLC | 0.09% | Reduce -4.0% | 3,255 | $277K |
| Von Berge Wealth Management Group, LLC | 0.18% | Add +0.1% | 3,316 | $276K |
| First Trust Advisors LP | 0.00% | Add +36.4% | 3,250 | $276K |
| Octavia Wealth Advisors, LLC | 0.03% | No change | 3,237 | $275K |
| New Covenant Trust Company, N.A. | 0.29% | Reduce -1.1% | 3,239 | $274K |
| AlTi Global, Inc. | 0.01% | No change | 3,216 | $274K |
| Crestwood Advisors Group, LLC | 0.01% | New | 3,206 | $273K |
| Vaughan David Investments LLC | 0.01% | No change | 3,194 | $272K |
| Riverview Trust Co | 0.27% | No change | 3,180 | $271K |
| Great Oak Capital Partners, LLC | 0.09% | No change | 3,049 | $269K |
| Formidable Asset Management, LLC | 0.04% | No change | 3,160 | $269K |
| Diversified Portfolios, Inc. | 0.03% | Reduce -20.3% | 3,150 | $268K |
| Assetmark, Inc. | 0.00% | Add +6.8% | 3,137 | $267K |
| O'ROURKE & COMPANY, Inc | 0.13% | Reduce -5.3% | 3,125 | $266K |
| Peddock Capital Advisors, LLC | 0.07% | Reduce -28.2% | 3,123 | $266K |
| Enterprise Bank & Trust Co | 0.10% | Reduce -2.1% | 3,122 | $266K |
| Emerald Advisors, LLC | 0.04% | No change | 3,117 | $265K |
| First County Bank | 0.15% | Reduce -24.4% | 3,114 | $265K |
| Three Cord True Wealth Management, LLC | 0.23% | Reduce -3.1% | 3,103 | $264K |
| Arbor Investment Advisors, LLC | 0.04% | Reduce -23.6% | 3,099 | $264K |
| Petros Family Wealth, LLC | 0.29% | No change | 3,096 | $263K |
| Marble Harbor Investment Counsel, LLC | 0.03% | No change | 3,095 | $263K |
| Main Line Retirement Advisors, LLC | 0.17% | Add +0.3% | 3,085 | $262K |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 0.04% | No change | 3,084 | $262K |
| Noble Wealth Management PBC | 0.18% | No change | 3,076 | $262K |
| Peak Asset Management, LLC | 0.05% | No change | 3,075 | $262K |
| Weaver Consulting Group | 0.08% | Add +1.1% | 3,058 | $260K |
| Chancellor Financial Group WB LP | 0.22% | No change | 3,045 | $259K |
| Marshall & Sterling Wealth Advisors Inc. | 0.18% | Add +0.3% | 3,042 | $259K |
| Savvy Advisors, Inc. | 0.03% | Add +2.4% | 3,039 | $258K |
| 1834 Investment Advisors Co. | 0.03% | No change | 3,028 | $258K |
| Ulland Investment Advisors, LLC | 0.22% | No change | 3,025 | $257K |
| TPG Advisors LLC | 0.20% | No change | 3,020 | $257K |
| Heritage Financial Services, LLC | 0.03% | Add +25.8% | 3,015 | $256K |
| CFS Investment Advisory Services, LLC | 0.02% | New | 3,007 | $256K |
| Arete Wealth Advisors, LLC | 0.02% | Add +0.2% | 3,013 | $256K |
| DHJJ Financial Advisors, Ltd. | 0.10% | No change | 3,000 | $255K |
| Grey Ledge Advisors, LLC | 0.07% | No change | 2,975 | $253K |
| Objectivity Squared, LLC | 0.21% | Add +0.3% | 3,178 | $253K |
| CWA Asset Management Group, LLC | 0.01% | No change | 2,974 | $253K |
| Galvin, Gaustad & Stein, LLC | 0.02% | No change | 2,964 | $252K |
| GHP Investment Advisors, Inc. | 0.01% | No change | 2,963 | $252K |
| Tableaux LLC | 0.18% | No change | 2,960 | $252K |
| Royal Harbor Partners, LLC | 0.10% | No change | 2,948 | $251K |
| Tobias Financial Advisors, Inc. | 0.05% | Reduce -15.0% | 2,944 | $250K |
| First Bank & Trust | 0.05% | No change | 2,943 | $250K |
| Apexium Financial, LP | 0.01% | Add +0.2% | 2,930 | $249K |
| Summit Wealth & Retirement Planning, Inc. | 0.08% | No change | 2,924 | $249K |
| TAGStone Capital, Inc. | 0.12% | No change | 2,915 | $248K |
| Tennessee Valley Asset Management Partners | 0.04% | Reduce -13.6% | 2,909 | $247K |
| Boston Common Asset Management, LLC | 0.01% | Reduce -15.7% | 2,902 | $247K |
| Main Street Financial Solutions, LLC | 0.02% | No change | 2,896 | $246K |
| Fidelity D & D Bancorp Inc. | 0.16% | Reduce -0.6% | 2,889 | $246K |
| Facet Wealth, Inc. | 0.01% | Add +13.9% | 2,859 | $245K |
| Abundance Wealth Counselors | 0.05% | Add +6.4% | 2,870 | $244K |
| TFG Advisers LLC | 0.09% | Reduce -3.5% | 2,858 | $243K |
| Stephenson & Company, Inc. | 0.16% | No change | 2,850 | $242K |
| Scotia Capital Inc. | 0.00% | Reduce -6.0% | 2,843 | $242K |
| Spectrum Wealth Counsel, LLC | 0.03% | Add +1855.9% | 2,836 | $241K |
| AlphaCore Capital LLC | 0.02% | New | 2,827 | $240K |
| Shared Vision Wealth Group LLC | 0.13% | Add +11.9% | 2,818 | $240K |
| Serenus Wealth Advisors, LLC | 0.04% | No change | 2,808 | $239K |
| TigerOak Management, L.L.C. | 0.09% | No change | 2,807 | $239K |
| Ritholtz Wealth Management | 0.01% | New | 2,803 | $238K |
| American Money Management, LLC | 0.05% | No change | 2,800 | $238K |
| TCTC Holdings, LLC | 0.01% | No change | 2,795 | $238K |
| Exchange Capital Management, Inc. | 0.04% | Reduce -9.1% | 2,794 | $238K |
| Nautilus Advisors LLC | 0.20% | Add +0.0% | 2,788 | $237K |
| Mutual Advisors, LLC | 0.01% | Reduce -9.4% | 2,843 | $237K |
| Liberty Square Wealth Partners LLC | 0.09% | No change | 2,782 | $237K |
| Magnolia Private Wealth, LLC | 0.20% | New | 2,774 | $236K |
| Fairman Group, LLC | 0.22% | Add +0.1% | 2,668 | $236K |
| HRT Financial LP | 0.00% | Add +8.3% | 2,765 | $235K |
| Trail Ridge Investment Advisors, LLC | 0.12% | Reduce -28.2% | 2,755 | $234K |
| Wealth Group Ltd | 0.07% | No change | 2,753 | $234K |
| Enzi Wealth | 0.09% | No change | 2,795 | $233K |
| Burney Co./ | 0.01% | Add +3.4% | 2,734 | $233K |
| Texas Yale Capital Corp. | 0.01% | Reduce -18.0% | 2,730 | $232K |
| HighMark Wealth Management LLC | 0.14% | No change | 2,722 | $232K |
| Perkins Coie Trust Co | 0.05% | No change | 2,720 | $231K |
| Dohj, LLC | 0.05% | New | 2,716 | $231K |
| Aspen Investment Management Inc | 0.11% | No change | 2,700 | $230K |
| Archford Capital Strategies, LLC | 0.03% | Reduce -0.9% | 2,700 | $230K |
| Tortoise Investment Management, LLC | 0.02% | No change | 2,700 | $230K |
| Marino, Stram & Associates LLC | 0.05% | Reduce -9.4% | 2,685 | $228K |
| Davis Investment Partners, LLC | 0.10% | No change | 2,868 | $228K |
| jvl associates llc | 0.09% | No change | 2,676 | $228K |
| Grandfield & Dodd, LLC | 0.01% | New | 2,675 | $228K |
| Brandywine Trust Co. | 0.04% | New | 2,667 | $227K |
| Partners Wealth Management, LLC | 0.26% | No change | 2,666 | $227K |
| TruWealth Advisors, LLC | 0.01% | Reduce -8.3% | 2,664 | $227K |
| Astoria Portfolio Advisors LLC. | 0.08% | New | 2,765 | $226K |
| Silverleafe Capital Partners, LLC | 0.08% | No change | 2,640 | $225K |
| Integrity Alliance, Llc. | 0.01% | New | 2,619 | $223K |
| Cibc World Market Inc. | 0.00% | Add +0.2% | 2,609 | $222K |
| Enclave Advisors LLC | 0.04% | Reduce -8.4% | 2,608 | $222K |
| Roehl & Yi Investment Advisors, LLC | 0.12% | New | 2,605 | $222K |
| ARS Investment Partners, LLC | 0.02% | No change | 2,500 | $221K |
| ICONIQ Capital, LLC | 0.00% | No change | 2,595 | $221K |
| Thrive Wealth Management, LLC | 0.04% | Reduce -9.2% | 2,593 | $221K |
| Summit X, LLC | 0.05% | Add +1.2% | 2,578 | $219K |
| MRP Capital Investments, LLC | 0.20% | Reduce -39.8% | 2,571 | $219K |
| FSM Wealth Advisors, LLC | 0.05% | No change | 2,570 | $219K |
| Pacific Sun Financial Corp | 0.12% | Add +1.0% | 2,565 | $218K |
| Wellspring Financial Advisors, LLC | 0.02% | No change | 2,560 | $218K |
| Asio Capital, LLC | 0.04% | Reduce -6.7% | 2,550 | $217K |
| Park Place Capital Corp | 0.06% | Reduce -31.6% | 2,545 | $217K |
| Front Row Advisors LLC | 0.08% | No change | 2,534 | $216K |
| Lantz Financial LLC | 0.06% | New | 2,530 | $215K |
| Accredited Investor Services, LLC | 0.18% | No change | 2,520 | $214K |
| Horizons Wealth Management | 0.16% | Reduce -6.9% | 2,520 | $214K |
| EverSource Wealth Advisors, LLC | 0.01% | Add +1.4% | 2,520 | $214K |
| Clear Creek Financial Management, LLC | 0.02% | Reduce -3.0% | 2,518 | $214K |
| Strategic Blueprint, LLC | 0.01% | Reduce -1.6% | 2,518 | $214K |
| Mason Investment Advisory Services, Inc. | 0.01% | Reduce -6.6% | 2,518 | $214K |
| Vectors Research Management, LLC | 0.07% | New | 2,507 | $213K |
| Balyasny Asset Management L.P. | 0.00% | New | 2,505 | $213K |
| LVZ, Inc. | 0.03% | Reduce -23.1% | 2,500 | $213K |
| Alpha Omega Wealth Management LLC | 0.04% | No change | 2,498 | $213K |
| Vawter Financial, Ltd. | 0.12% | No change | 2,492 | $212K |
| Pure Portfolios Holdings LLC | 0.08% | Reduce -3.7% | 2,477 | $211K |
| Monterey Private Wealth, Inc. | 0.06% | Add +0.2% | 2,470 | $210K |
| Vident Advisory, LLC | 0.00% | Reduce -55.8% | 2,465 | $210K |
| Trust Co. of Vermont | 0.01% | No change | 2,456 | $209K |
| Baldwin Wealth Partners LLC | 0.01% | Reduce -2.4% | 2,453 | $209K |
| Keystone Wealth Services, LLC | 0.06% | No change | 2,448 | $208K |
| Integrity Investment Advisors, LLC | 0.19% | — | 2,442 | $208K |
| Ignite Planners, LLC | 0.04% | Add +4.7% | 2,466 | $208K |
| Hillman Capital Management, Inc. | 0.10% | Add +0.1% | 2,429 | $207K |
| Ridgeline Wealth, LLC | 0.18% | No change | 2,422 | $206K |
| Frisch Financial Group, Inc. | 0.06% | Add +0.3% | 2,425 | $206K |
| Berkshire Asset Management LLC | 0.01% | No change | 2,373 | $206K |
| GDS Wealth Management | 0.02% | No change | 2,414 | $205K |
| Hobbs Group Advisors, LLC | 0.08% | New | 2,410 | $205K |
| Henrickson Nauta Wealth Advisors, Inc. | 0.08% | New | 2,604 | $204K |
| Bellevue Asset Management, LLC | 0.11% | Add +22.0% | 2,384 | $203K |
| Romano Brothers and Company | 0.03% | Reduce -18.2% | 2,375 | $202K |
| Creative Capital Management Investments LLC | 0.08% | No change | 2,368 | $201K |
| Advus Financial Partners, LLC | 0.06% | Reduce -0.0% | 2,365 | $201K |
| Courage Miller Partners, LLC | 0.07% | No change | 2,354 | $200K |
| Bollard Group LLC | 0.01% | Add +0.2% | 2,352 | $200K |
| Millstone Evans Group, LLC | 0.13% | Add +20.6% | 2,330 | $198K |
| DiNuzzo Private Wealth, Inc. | 0.02% | No change | 2,325 | $198K |
| Dunhill Financial, LLC | 0.09% | No change | 2,323 | $198K |
| Olistico Wealth, LLC | 0.12% | Reduce -17.4% | 2,288 | $195K |
| Ameriflex Group, Inc. | 0.08% | Reduce -18.6% | 2,221 | $189K |
| Carolinas Wealth Consulting LLC | 0.04% | Add +0.2% | 2,149 | $183K |
| von Borstel & Associates, Inc. | 0.05% | New | 2,136 | $181K |
| Laurel Wealth Advisors LLC | 0.03% | Add +3.9% | 2,094 | $178K |
| Topsail Wealth Management, LLC | 0.04% | No change | 2,076 | $177K |
| Teachers Insurance & Annuity Association of America | 0.23% | No change | 2,062 | $175K |
| Beacon Capital Management, LLC | 0.02% | Add +20.5% | 2,024 | $172K |
| WealthCollab, LLC | 0.10% | No change | 1,954 | $166K |
| Westwind Capital | 0.04% | No change | 1,943 | $165K |
| Truvestments Capital LLC | 0.04% | Add +58.0% | 1,938 | $165K |
| Ballast Advisors LLC | 0.05% | Reduce -12.4% | 1,895 | $161K |
| Parkworth Wealth Management, Inc. | 0.13% | Add +0.3% | 1,892 | $161K |
| Capital Advisors, Ltd. LLC | 0.02% | Reduce -5.7% | 1,840 | $157K |
| FWL Investment Management, LLC | 0.06% | No change | 1,809 | $154K |
| Integrity Financial Corp | 0.09% | Add +0.7% | 1,805 | $154K |
| Painted Porch Advisors LLC | 0.06% | No change | 1,800 | $153K |
| LGT Financial Advisors LLC | 0.46% | Add +0.3% | 1,762 | $150K |
| Hazlett, Burt & Watson, Inc. | 0.07% | Reduce -22.6% | 1,741 | $148K |
| FSA Wealth Management LLC | 0.06% | No change | 1,711 | $146K |
| Bogart Wealth, LLC | 0.01% | Reduce -2.8% | 1,690 | $144K |
| Hamilton Point Investment Advisors, LLC | 0.03% | No change | 1,672 | $142K |
| Rothschild Investment LLC | 0.01% | Add +1.0% | 1,638 | $139K |
| Brooklyn Investment Group | 0.03% | New | 1,580 | $134K |
| High Note Wealth, LLC | 0.03% | No change | 1,562 | $133K |
| Flaharty Asset Management, LLC | 0.02% | New | 1,541 | $131K |
| CVA Family Office, LLC | 0.02% | No change | 1,539 | $131K |
| Financial Freedom, LLC | 0.07% | Add +0.1% | 1,531 | $130K |
| Capital Investment Advisory Services, LLC | 0.01% | Add +10.9% | 1,530 | $130K |
| Edmond DE Rothschild Holding S.A. | 0.00% | No change | 1,523 | $130K |
| Covenant Partners, LLC | 0.04% | Reduce -14.2% | 1,508 | $128K |
| MJT & Associates Financial Advisory Group, Inc. | 0.12% | — | 1,500 | $128K |
| LRI Investments, LLC | 0.01% | No change | 1,460 | $124K |
| Lowe Wealth Advisors, LLC | 0.05% | Reduce -10.8% | 1,458 | $124K |
| New Republic Capital, LLC | 0.05% | Add +14.2% | 1,451 | $123K |
| Mechanics Financial Corp | 0.06% | No change | 1,431 | $122K |
| CNB Bank | 0.06% | No change | 1,425 | $121K |
| Medallion Wealth Advisors, LLC | 0.06% | No change | 1,420 | $121K |
| MorganRosel Wealth Management, LLC | 0.04% | New | 1,407 | $120K |
| Morris Financial Concepts, Inc. | 0.05% | No change | 1,364 | $116K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -79.7% | 1,358 | $116K |
| Elevation Wealth Partners, LLC | 0.05% | No change | 1,345 | $114K |
| Darwin Wealth Management, LLC | 0.04% | No change | 1,269 | $112K |
| Motco | 0.01% | No change | 1,308 | $111K |
| Glen Eagle Advisors, LLC | 0.02% | No change | 1,292 | $110K |
| Vermillion & White Wealth Management Group, LLC | 0.08% | No change | 1,276 | $109K |
| Provenance Wealth Advisors, LLC | 0.02% | No change | 1,275 | $108K |
| Hemington Wealth Management | 0.02% | No change | 1,239 | $105K |
| Marquette Associates, Inc. | 0.10% | No change | 1,197 | $102K |
| Washington Trust Advisors, Inc. | 0.01% | Add +45.2% | 1,195 | $102K |
| Anchor Investment Management, LLC | 0.01% | Reduce -3.4% | 1,168 | $99K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | No change | 1,209 | $99K |
| North Capital, Inc. | 0.09% | — | 1,159 | $99K |
| Key Financial Inc | 0.02% | Add +0.4% | 1,149 | $98K |
| Capital Investment Counsel, Inc | 0.01% | No change | 1,114 | $95K |
| Financial Perspectives, Inc | 0.03% | No change | 1,085 | $92K |
| West Financial Advisors, LLC | 0.02% | No change | 1,040 | $88K |
| Arcadia Investment Advisors LLC | 0.05% | No change | 1,038 | $88K |
| Koesten, Hirschmann & Crabtree, INC. | 0.05% | No change | 1,000 | $85K |
| Avalon Trust Co | 0.01% | Reduce -50.0% | 1,000 | $85K |
| Comprehensive Financial Planning, Inc. | 0.08% | Add +0.1% | 991 | $84K |
| Hopwood Financial Services, Inc. | 0.06% | No change | 945 | $80K |
| Ridgewood Investments LLC | 0.04% | No change | 928 | $79K |
| Morse Asset Management, Inc | 0.02% | Add +4.7% | 911 | $77K |
| Asset Dedication, LLC | 0.01% | No change | 887 | $75K |
| Roxbury Financial LLC | 0.07% | Add +220.5% | 830 | $74K |
| Banque Transatlantique SA | 0.00% | New | 850 | $72K |
| Pittenger & Anderson Inc. | 0.00% | No change | 766 | $65K |
| MPWM Advisory Solutions, LLC | 0.05% | No change | 766 | $65K |
| CX Institutional | 0.00% | New | 757 | $64K |
| Cetera Trust Company, N.A | 0.04% | No change | 750 | $64K |
| Redwood Park Advisors LLC | 0.05% | Add +2.7% | 749 | $64K |
| Barrett & Company, Inc. | 0.03% | No change | 749 | $64K |
| SIMA Wealth Partners, LLC | 0.05% | No change | 747 | $64K |
| Highline Wealth Partners LLC | 0.02% | Add +58.4% | 738 | $63K |
| Hughes Financial Services, LLC | 0.01% | New | 687 | $59K |
| American Capital Advisory, LLC | 0.03% | No change | 675 | $57K |
| Rialto Wealth Management, LLC | 0.02% | No change | 667 | $57K |
| Transamerica Financial Advisors, LLC | 0.01% | Reduce -1.8% | 649 | $56K |
| GPS Wealth Strategies Group, LLC | 0.01% | No change | 639 | $54K |
| Colony Family Offices, LLC | 0.02% | No change | 638 | $54K |
| First Command Advisory Services, Inc. | 0.00% | No change | 619 | $53K |
| Fiduciary Advisors, Inc. | 0.05% | Add +0.3% | 611 | $52K |
| Concord Wealth Partners | 0.01% | No change | 610 | $52K |
| Eq Wealth Advisors, LLC | 0.04% | New | 604 | $51K |
| Morling Financial Advisors, LLC | 0.02% | Reduce -2.0% | 600 | $51K |
| Copia Wealth Management | 0.05% | No change | 580 | $49K |
| Robinswood Financial LLC | 0.02% | Reduce -3.4% | 577 | $49K |
| Milestone Investment Advisors LLC | 0.01% | New | 562 | $48K |
| Woodside Wealth Management LLC | 0.04% | — | 560 | $48K |
| Coston, McIsaac & Partners | 0.01% | Add +12.0% | 560 | $47K |
| Stonebridge Financial Group, LLC | 0.00% | Add +0.2% | 535 | $46K |
| Headlands Technologies LLC | 0.01% | New | 521 | $44K |
| Private Wealth Management Group, LLC | 0.02% | No change | 518 | $44K |
| Garde Capital, Inc. | 0.00% | New | 516 | $44K |
| Financial Gravity Asset Management, Inc. | 0.01% | — | 512 | $44K |
| Cedar Mountain Advisors, LLC | 0.01% | No change | 509 | $43K |
| Realta Investment Advisors | 0.02% | Reduce -3.1% | 503 | $43K |
| New Millennium Group LLC | 0.03% | No change | 501 | $43K |
| Bank of New Hampshire | 0.01% | No change | 500 | $43K |
| Signaturefd, LLC | 0.00% | Reduce -70.8% | 496 | $42K |
| AllSquare Wealth Management LLC | 0.02% | No change | 480 | $41K |
| Rise Advisors, LLC | 0.02% | Add +0.2% | 469 | $40K |
| Provident Wealth Management, LLC | 0.01% | No change | 460 | $39K |
| Marshall Investment Management, LLC | 0.02% | Add +0.9% | 458 | $39K |
| Pacific Center for Financial Services | 0.01% | No change | 448 | $38K |
| Mascoma Wealth Management LLC | 0.01% | Add +5.7% | 429 | $37K |
| Physician Wealth Advisors, Inc. | 0.01% | New | 426 | $36K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | No change | 418 | $36K |
| Wolff Wiese Magana LLC | 0.02% | No change | 416 | $35K |
| Legacy Wealth Managment, LLC | 0.03% | Reduce -4.0% | 410 | $35K |
| Sage Mountain Advisors LLC | 0.00% | No change | 403 | $34K |
| Breakwater Investment Management | 0.01% | No change | 388 | $33K |
| Cardiff Park Advisors, LLC | 0.00% | No change | 380 | $32K |
| Hoese & Co LLP | 0.03% | No change | 366 | $31K |
| Security National Bank | 0.01% | Reduce -99.9% | 360 | $31K |
| Creative Financial Designs Inc. | 0.00% | Reduce -92.9% | 360 | $31K |
| Rossby Financial, LCC | 0.01% | New | 367 | $31K |
| N.E.W. Advisory Services LLC | 0.00% | New | 358 | $30K |
| Future Financial Wealth Managment LLC | 0.02% | No change | 343 | $29K |
| Paladin Advisory Group, LLC | 0.02% | No change | 337 | $29K |
| Riggs Asset Managment Co. Inc. | 0.01% | New | 331 | $28K |
| TOWER TRUST & INVESTMENT Co | 0.02% | — | 320 | $27K |
| Arax Advisory Partners | 0.00% | New | 316 | $27K |
| First Pacific Financial | 0.01% | No change | 300 | $26K |
| Godsey & Gibb, Inc. | 0.00% | No change | 300 | $26K |
| Peoples Financial Services Corp. | 0.01% | No change | 300 | $26K |
| SJS Investment Consulting Inc. | 0.00% | No change | 295 | $25K |
| Crews Bank & Trust | 0.00% | No change | 275 | $23K |
| Pin Oak Investment Advisors Inc. | 0.02% | No change | 247 | $21K |
| Glass Jacobson Investment Advisors llc | 0.01% | No change | 236 | $21K |
| Fourth Dimension Wealth, LLC | 0.01% | No change | 243 | $21K |
| Christopher J. Hasenberg, Inc | 0.01% | No change | 241 | $21K |
| Synergy Investment Management, LLC | 0.01% | No change | 224 | $19K |
| Consultiva Wealth Management, Corp. | 0.06% | No change | 206 | $18K |
| Clearstead Trust, LLC | 0.00% | No change | 200 | $17K |
| Westside Investment Management, Inc. | 0.00% | No change | 200 | $17K |
| Smallwood Wealth Investment Management, LLC | 0.01% | New | 190 | $16K |
| Gables Capital Management Inc. | 0.01% | No change | 190 | $16K |
| Core Alternative Capital | 0.00% | No change | 190 | $16K |
| Atticus Wealth Management, LLC | 0.01% | Reduce -2.6% | 186 | $16K |
| Sound Income Strategies, LLC | 0.00% | Add +232.7% | 183 | $16K |
| McIlrath & Eck, LLC | 0.00% | No change | 182 | $15K |
| Eukles Asset Management | 0.01% | No change | 166 | $14K |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 159 | $14K |
| West Branch Capital LLC | 0.00% | No change | 160 | $14K |
| Transce3nd, LLC | 0.01% | Reduce -2.5% | 157 | $13K |
| Graybill Wealth Management, LTD. | 0.00% | — | 150 | $13K |
| NFSG Corp | 0.00% | Reduce -49.1% | 145 | $12K |
| SRH Advisors, LLC | 0.00% | No change | 144 | $12K |
| Wayfinding Financial, LLC | 0.01% | New | 148 | $12K |
| Main Management LLC | 0.00% | Reduce -13.8% | 144 | $12K |
| Cornerstone National Bank & Trust Co | 0.01% | No change | 141 | $12K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.00% | No change | 131 | $11K |
| NWK Group, Inc. | 0.01% | No change | 128 | $11K |
| IAG Wealth Partners, LLC | 0.00% | No change | 126 | $11K |
| Tucker Asset Management LLC | 0.00% | No change | 124 | $11K |
| 2UniFi Bank | 0.01% | Reduce -73.5% | 108 | $10K |
| Flagship Wealth Advisors, LLC | 0.00% | No change | 109 | $9K |
| Nalls Sherbakoff Group, LLC | 0.01% | — | 96 | $8K |
| Midwest Capital Advisors, LLC | 0.00% | Reduce -94.8% | 94 | $8K |
| Smartleaf Asset Management LLC | 0.00% | No change | 94 | $8K |
| Towne Trust Company, N.A | 0.00% | New | 92 | $8K |
| Jackson, Grant Investment Advisers, Inc. | 0.00% | No change | 79 | $7K |
| Whipplewood Advisors, LLC | 0.00% | New | 83 | $6K |
| Runnymede Capital Advisors, Inc. | 0.01% | No change | 72 | $6K |
| Peoples Bank | 0.00% | No change | 71 | $6K |
| Keystone Global Partners, LLC | 0.00% | — | 49 | $4K |
| Frazier Financial Advisors, LLC | 0.00% | No change | 39 | $3K |
| VSM Wealth Advisory, LLC | 0.00% | No change | 39 | $3K |
| Abound Wealth Management | 0.00% | No change | 39 | $3K |
| Northwest Capital Management Inc | 0.00% | Reduce -8.8% | 31 | $3K |
| Rosenberg Matthew Hamilton | 0.00% | No change | 26 | $2K |
| Tradewinds Capital Management, LLC | 0.00% | New | 25 | $2K |
| Quest 10 Wealth Builders, Inc. | 0.00% | Reduce -4.0% | 24 | $2K |
| Sellwood Investment Partners LLC | 0.00% | Reduce -73.9% | 24 | $2K |
| Harbor Capital Advisors, Inc. | 0.00% | New | 28 | $2K |
| 10Elms LLP | 0.00% | No change | 20 | $2K |
| Spurstone Advisory Services, LLC | 0.03% | New | 17 | $1K |
| Global Wealth Strategies & Associates | 0.00% | New | 17 | $1K |
| Capital A Wealth Management, LLC | 0.00% | Reduce -36.0% | 16 | $1K |
| Insight Inv LLC | 0.00% | No change | 14 | $1K |
| Avion Wealth | 0.00% | No change | 22 | $1K |
| Logan Capital Management Inc. | 0.00% | No change | 10 | $851 |
| Creekmur Asset Management LLC | 0.00% | No change | 9 | $766 |
| Luminist Capital LLC | 0.00% | No change | 8 | $683 |
| Raleigh Capital Management Inc. | 0.00% | Reduce -98.5% | 8 | $683 |
| SYM FINANCIAL Corp | 0.00% | No change | 5 | $437 |
| Ruedi Wealth Management, Inc. | 0.00% | No change | 5 | $425 |
| London Co. of Virginia | 0.00% | Reduce -100.0% | 2 | $148 |
| Performa Ltd (US), LLC | 0.00% | No change | 1 | $85 |
"% 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.