iShares Russell Mid-Cap ETFIWRETF

13F holders, Q2 2025 (June 30)
1,444holders +68
113new positions
46sold out
5famous investors
$91.90avg. 13F price*

At the end of Q2 2025, 1,444 institutions reported holding iShares Russell Mid-Cap ETF (IWR) in their 13F filings, up 68 from Q1 2025. 113 opened new positions and 46 sold out. The largest holders were Jones Financial Companies LLLP ($6.4B), Bank of America Corp. ($5.6B) and Wells Fargo & Company ($3.6B). 5 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation'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 Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions113$54.7M
Exits46$27.4M

All 13F filers, Q1 2025 → Q2 2025: 16,900,311 shares bought and 16,090,628 shares sold, net +809,683 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,444 holders

Jones Financial Companies LLLP 4.84% Add +4.8% 69,710,394 $6.4B
Bank of America Corp. 0.45% Reduce -2.6% 60,814,837 $5.6B
Wells Fargo & Company 0.80% Add +2.4% 39,188,070 $3.6B
US Bancorp \de 1.61% Reduce -28.0% 13,918,489 $1.3B
PNC Financial Services Group, Inc. 0.76% Reduce -2.0% 12,897,853 $1.2B
Morgan Stanley 0.06% Add +5.6% 10,627,845 $977.4M
Bank of New York Mellon Corp 0.17% Add +23.5% 9,899,322 $910.4M
Northern Trust Corp. 0.12% Add +3.2% 9,669,669 $889.3M
Baird Financial Group, Inc. 1.32% Reduce -0.0% 8,215,063 $755.5M
JPMorgan Chase & Co. 0.04% Reduce -3.4% 6,575,928 $604.8M
Royal Bank of Canada 0.11% Add +204.2% 6,192,793 $569.5M
UBS Group AG 0.10% Add +0.7% 5,387,723 $495.5M
FMR LLC 0.02% Add +31.8% 4,063,753 $373.7M
Envestnet Asset Management Inc. 0.11% Reduce -1.9% 4,053,740 $372.8M
Truist Financial Corp. 0.53% Reduce -3.0% 3,954,909 $363.7M
AMG National Trust Bank 9.18% Add +0.2% 3,796,616 $349.2M
Ameriprise Financial Inc. 0.08% Add +4.4% 3,540,276 $331.1M
Tiaa Trust, National Association 0.85% Reduce -14.4% 3,567,868 $328.1M
LPL Financial LLC 0.09% Add +1.9% 3,049,642 $280.5M
CIBC Private Wealth Group LLC 0.48% Add +8.1% 2,945,315 $270.9M
Raymond James Financial Inc. 0.09% Add +1.1% 2,709,795 $249.2M
Johnson Investment Counsel Inc. 2.16% Add +1.1% 2,614,856 $240.5M
Goldman Sachs Group Inc. 0.04% Add +0.2% 2,613,195 $240.3M
Fifth Third Bancorp 0.66% Reduce -1.8% 2,088,913 $192.1M
Pathstone Holdings, LLC 0.72% Add +0.2% 1,980,792 $182.2M
Mariner, LLC 0.23% Add +2.1% 1,735,279 $159.6M
Keybank National Association 0.56% Reduce -3.2% 1,643,054 $151.1M
Natixis Advisors, LLC 0.24% Reduce -12.9% 1,630,714 $150.0M
Commerce Bank 0.83% Add +0.5% 1,530,740 $140.8M
Bank of Montreal 0.06% Add +1.9% 1,353,515 $124.5M
Glenview Trust Co 2.05% Add +2.7% 1,285,599 $118.2M
First Western Trust Bank 4.77% Reduce -1.9% 1,153,332 $106.1M
Oakworth Capital, Inc. 6.78% Add +2.1% 1,143,667 $105.2M
Cetera Investment Advisers 0.18% Add +0.2% 1,136,486 $104.5M
Synovus Financial Corp. 1.24% Reduce -0.6% 1,104,995 $101.6M
Northwestern Mutual Wealth Management Co. 0.07% Add +2.0% 1,073,681 $98.7M
Avantax Advisory Services, Inc. 0.53% Add +3.7% 1,054,593 $97.0M
Janney Montgomery Scott LLC 0.25% Reduce -1.4% 1,042,814 $95.9M
Composition Wealth, LLC 1.58% Add +10.2% 1,021,889 $94.0M
Factory Mutual Insurance Co. 0.98% No change 978,700 $90.0M
Commonwealth Equity Services, LLC 0.12% Reduce -12.8% 963,696 $88.6M
German American Bancorp, Inc. 8.43% Reduce -0.3% 938,960 $86.4M
Creative Planning 0.07% Add +35.9% 930,420 $85.6M
WASHINGTON TRUST Co 3.02% Reduce -1.1% 928,015 $85.3M
Lido Advisors, LLC 0.45% Reduce -2.2% 925,751 $85.1M
JMG Financial Group, Ltd. 2.53% Add +2.8% 908,254 $83.5M
UMB Bank, n.a. 1.26% Add +8.0% 882,080 $81.1M
Albion Financial Group 5.24% Reduce -0.5% 871,659 $80.2M
Wealth Enhancement Advisory Services, LLC 0.13% Reduce -1.0% 828,507 $77.6M
Cerity Partners LLC 0.14% Add +6.7% 829,814 $76.3M
Atlantic Union Bankshares Corp 1.69% Add +6.6% 805,274 $74.1M
Clearstead Advisors, LLC 0.99% Reduce -1.6% 765,110 $70.4M
BNP Paribas Financial Markets 0.06% Add +186.3% 764,638 $70.3M
Millburn Ridgefield LLC 1.62% Reduce -5.4% 732,758 $67.4M
Catalyst Capital Advisors LLC 1.36% Reduce -5.4% 732,758 $67.4M
International City Management Association Retirement Corp 34.46% No change 702,067 $64.6M
Rockefeller Capital Management L.P. 0.14% Reduce -14.2% 682,560 $62.9M
Badgley Phelps Wealth Managers, LLC 1.33% Add +3.0% 654,268 $60.2M
Franklin Resources Inc. 0.02% Reduce -5.8% 650,966 $59.9M
Citizens Business Bank 11.53% Add +3.0% 645,119 $59.3M
Osaic Holdings, Inc. 0.10% Add +29.6% 604,864 $55.6M
Mesirow Financial Investment Management, Inc. 0.98% Reduce -51.1% 547,366 $50.3M
Comerica Bank 0.19% Reduce -0.0% 544,897 $50.1M
HighTower Advisors, LLC 0.06% Add +3.5% 521,577 $48.0M
Stock Yards Bank & Trust Co. 1.54% Add +2.7% 501,728 $46.1M
First Foundation Advisors 1.70% Reduce -0.2% 499,719 $46.0M
Country Trust Bank 1.02% Add +0.7% 494,871 $45.5M
Steward Partners Investment Advisory, LLC 0.35% Add +0.3% 482,136 $44.3M
Cambridge Investment Research Advisors, Inc. 0.13% Add +1.4% 477,302 $43.9M
Focus Partners Wealth 0.09% Add +2.5% 467,506 $43.0M
M&T Bank Corp 0.14% Reduce -6.8% 451,557 $41.5M
Dakota Wealth Management 0.85% Reduce -2.6% 439,991 $40.5M
MAI Capital Management 0.28% Add +14.5% 434,754 $40.0M
Corient Private Wealth LP 0.05% Reduce -52.3% 421,731 $38.8M
Stephens Inc. 0.52% Add +3.0% 413,792 $38.1M
River Wealth Advisors LLC 4.61% Add +3.0% 402,940 $37.1M
Alerus Financial NA 2.55% Reduce -2.0% 384,562 $35.4M
Wealthspire Advisors, LLC 0.20% Reduce -2.7% 384,394 $35.4M
Wilmington Savings Fund Society, FSB 0.62% Add +33.3% 381,204 $35.1M
Gilbert & Cook, Inc. 4.72% Reduce -4.3% 379,735 $34.9M
Captrust Financial Advisors 0.08% Add +0.6% 376,931 $34.7M
Coastline Trust Co 3.82% Add +3.0% 362,956 $33.4M
Stegner Investment Associates Inc. 20.10% Add +7.9% 356,643 $32.8M
Kayne Anderson Rudnick Investment Management LLC 0.08% Reduce -0.1% 351,930 $32.4M
Brown Advisory Inc. 0.04% Add +6.7% 339,958 $31.3M
MML Investors Services, LLC 0.09% Add +6.3% 335,130 $30.8M
Consolidated Investment Group LLC 3.98% No change 323,140 $29.7M
D.A. Davidson & Co. 0.20% Reduce -0.7% 312,578 $28.7M
Envestnet Portfolio Solutions, Inc. 0.11% Reduce -92.5% 311,511 $28.6M
BlackRock, Inc. 0.00% Reduce -20.9% 296,320 $27.3M
Coldstream Capital Management Inc. 0.44% Reduce -4.0% 292,367 $26.9M
Regions Financial Corp. 0.18% Add +15.4% 291,489 $26.8M
Kestra Advisory Services, LLC 0.13% Add +25.4% 290,717 $26.7M
Legacy Edge Advisors, LLC 3.38% Add +660.1% 275,347 $25.3M
Sigma Investment Counselors Inc. 1.39% Add +3.4% 273,859 $25.2M
Hantz Financial Services, Inc. 0.40% Reduce -1.3% 267,915 $24.6M
Texas Capital Bank Wealth Management Services Inc 2.19% Reduce -12.1% 254,953 $23.4M
Stifel Financial Corp. 0.02% Reduce -9.3% 251,059 $23.1M
AE Wealth Management LLC 0.17% Add +14.7% 250,817 $23.1M
XML Financial, LLC 2.00% Reduce -2.8% 250,513 $23.0M
Focus Financial Network, Inc. 0.87% Reduce -1.4% 238,479 $21.9M
Amarillo National Bank 4.04% Add +2.8% 236,098 $21.7M
Sanctuary Advisors, LLC 0.13% Add +0.8% 233,023 $21.4M
Miller Investment Management, LP 2.19% Reduce -1.1% 226,917 $20.9M
CCG Wealth Management, LLC 10.71% Add +6.2% 220,910 $20.3M
Beacon Pointe Advisors, LLC 0.21% Reduce -11.2% 219,159 $20.2M
Cresset Asset Management, LLC 0.10% Add +34.1% 214,607 $19.7M
Bartlett & Co. Wealth Management LLC 0.27% Add +0.5% 211,500 $19.5M
Fifth Third Wealth Advisors LLC 0.81% Reduce -2.6% 208,791 $19.2M
Whittier Trust Co. of Nevada Inc. 0.43% Add +0.8% 205,120 $18.9M
NewEdge Advisors, LLC 0.10% Add +10.9% 202,346 $18.6M
Stratos Wealth Partners, LTD. 0.25% Reduce -2.9% 198,673 $18.3M
Whittier Trust Co. 0.21% Reduce -2.0% 185,101 $17.0M
Sonata Capital Group Inc. 6.79% Reduce -0.1% 184,636 $17.0M
Private Advisor Group, LLC 0.09% Add +0.5% 184,333 $17.0M
PFW Advisors LLC 5.18% Reduce -3.0% 183,040 $16.8M
Equitable Holdings, Inc. 0.13% Add +30.2% 176,467 $16.2M
Koss-Olinger Consulting, LLC 1.33% Reduce -8.1% 176,176 $16.2M
Avidian Wealth Enterprises, LLC 0.66% Reduce -1.3% 175,456 $16.1M
Mercer Global Advisors Inc. 0.04% Reduce -16.8% 173,899 $16.0M
&partners 0.12% Add +3.8% 174,305 $16.0M
Waverly Advisors, LLC 0.17% Add +2.5% 172,630 $15.9M
Culbertson A N & Co. Inc. 2.40% Reduce -0.8% 169,916 $15.6M
Bokf, NA 0.25% Reduce -0.0% 167,557 $15.4M
Cwm, LLC 0.05% Add +8.0% 166,871 $15.3M
Bradley Foster & Sargent Inc. 0.24% Add +9.4% 166,295 $15.3M
Unique Wealth, LLC 2.46% Add +2.8% 165,799 $15.2M
Patton Fund Management, Inc. 3.34% Add +2.3% 165,655 $15.2M
Bank of Nova Scotia 0.03% No change 165,398 $15.2M
First Citizens Bank & Trust Co. 0.27% Add +10.0% 164,390 $15.1M
LJI Wealth Management, LLC 2.63% Add +1.9% 164,069 $15.1M
Woodstock Corp. 1.38% Reduce -1.3% 163,843 $15.1M
Fidelis Capital Partners, LLC 1.37% Reduce -0.2% 161,228 $15.0M
Callan Family Office, LLC 0.47% Add +0.8% 163,125 $15.0M
Bristlecone Advisors, LLC 1.26% Reduce -7.8% 163,022 $15.0M
Members Advisory Group LLC 5.60% Reduce -21.2% 161,855 $14.9M
Alliancebernstein L.P. 0.00% Add +9.7% 157,542 $14.5M
Fox Financial, Inc 12.25% Add +1.1% 157,525 $14.5M
Bricktown Capital, LLC 2.54% No change 152,264 $14.0M
Fund Evaluation Group, LLC 0.53% Reduce -0.8% 150,016 $13.8M
Bridges Investment Management Inc. 0.18% Add +0.7% 147,810 $13.6M
Private Wealth Asset Management, LLC 1.78% Add +2.4% 145,750 $13.4M
VestGen Advisors, LLC 0.52% Reduce -2.2% 140,970 $13.0M
Ullmann Wealth Partners Group, LLC 1.49% Add +39.4% 137,186 $12.6M
Blair William & Co. 0.04% Reduce -3.8% 137,031 $12.6M
Moody National Bank Trust Division 1.15% Reduce -0.8% 136,702 $12.6M
Atlas Legacy Advisors, LLC 2.76% Reduce -11.7% 136,082 $12.5M
Old National Bancorp 0.22% Add +17.6% 135,960 $12.5M
Washington Trust Bank 1.04% Reduce -0.0% 134,375 $12.4M
GGM Financial LLC 7.04% Add +6.8% 131,832 $12.1M
Bailard, Inc. 0.28% Reduce -5.1% 131,412 $12.1M
Argent Trust Co 0.46% Add +34.0% 131,368 $12.1M
First National Trust Co 0.45% Add +9.1% 131,059 $12.1M
Voya Investment Management LLC 0.01% Reduce -27.5% 129,049 $11.9M
Steph & Co. 3.84% Add +3.1% 128,882 $11.9M
Robertson Stephens Wealth Management, LLC 0.41% Add +5.5% 128,801 $11.8M
Three Bridge Wealth Advisors, LLC 3.11% Reduce -0.1% 128,412 $11.8M
Moneta Group Investment Advisors LLC 0.14% Add +2.2% 126,873 $11.7M
Verdence Capital Advisors LLC 0.76% Add +7.9% 121,136 $11.1M
Susquehanna International Group, LLP 0.02% Add +124.0% 118,327 $10.9M
First Horizon Advisors, Inc. 0.28% Reduce -2.7% 116,117 $10.7M
Prime Capital Investment Advisors, LLC 0.14% Reduce -13.3% 115,795 $10.6M
Taylor & Morgan Wealth Management, LLC 7.19% Add +0.3% 115,764 $10.6M
Proffitt & Goodson Inc. 1.62% Reduce -0.9% 115,291 $10.6M
Heck Capital Advisors, LLC 0.91% Add +59.0% 114,518 $10.5M
Pinnacle Financial Partners Inc 0.21% Add +57.8% 108,379 $10.0M
Brighton Jones LLC 0.27% Add +2.1% 108,225 $10.0M
Plan Group Financial, LLC 3.26% Reduce -14.9% 107,824 $9.9M
Perigon Wealth Management, LLC 0.23% Add +0.7% 106,120 $9.8M
Campion Asset Management 7.27% Reduce -0.8% 105,360 $9.7M
Ascent Group, LLC 0.38% Add +660.6% 104,787 $9.6M
Stonegate Investment Group, LLC 0.24% Reduce -8.1% 103,348 $9.5M
Prairieview Wealth Partners, LLC 9.69% Add +1.0% 101,499 $9.3M
Folger Nolan Fleming Douglas Capital Management, Inc. 1.01% Reduce -3.3% 99,098 $9.1M
Ashton Thomas Private Wealth, LLC 0.32% Reduce -32.0% 98,810 $9.1M
West Bancorporation Inc. 5.70% Reduce -7.9% 98,183 $9.0M
MV Capital Management, Inc. 0.93% Reduce -1.4% 98,182 $9.0M
Strategic Financial Partners, Ltd. 4.19% Reduce -17.0% 98,161 $9.0M
Trust Point Inc. 0.84% Reduce -8.9% 96,356 $8.9M
StoneX Group Inc. 0.43% Add +8.9% 96,049 $8.8M
Full Sail Capital, LLC 0.51% Add +18.7% 95,988 $8.8M
Lodestar Private Asset Management LLC 1.02% Add +2.6% 95,864 $8.8M
Sawgrass Asset Management LLC 0.99% Add +0.1% 94,494 $8.7M
Goldstone Financial Group, LLC 1.13% Reduce -1.2% 90,984 $8.5M
Mullaney, Keating & Wright, Inc. 5.56% Reduce -0.1% 92,325 $8.5M
Hoxton Planning & Management, LLC 2.92% Add +2.1% 91,969 $8.5M
Haverford Trust Co 0.08% Reduce -5.3% 90,605 $8.3M
Simon Quick Advisors, LLC 0.41% Reduce -7.7% 89,111 $8.2M
Glenmede Investment Management, LP 0.04% — 87,202 $8.0M
Tanglewood Legacy Advisors, LLC 3.28% Reduce -2.9% 86,820 $8.0M
Ieq Capital, LLC 0.05% Add +2.6% 86,647 $8.0M
Independence Bank of Kentucky 1.12% Reduce -2.2% 86,298 $7.9M
NewEdge Wealth, LLC 0.12% Add +4.2% 84,826 $7.9M
Diversified Trust Co. 0.17% Reduce -2.0% 84,697 $7.8M
Valeo Financial Advisors, LLC 0.19% Add +223.6% 84,387 $7.8M
Rwa Wealth Partners, LLC 0.10% Reduce -0.2% 83,083 $7.6M
Fulton Bank, N.A. 0.28% Add +0.5% 82,516 $7.6M
Texas Capital Bancshares Inc 2.72% Reduce -1.4% 81,795 $7.5M
Baltimore-Washington Financial Advisors, Inc. 0.35% Reduce -3.0% 81,786 $7.5M
Paragon Private Wealth Management, LLC 2.98% Add +2.6% 81,327 $7.5M
Summit Wealth Partners, LLC 1.42% Reduce -5.8% 80,730 $7.4M
Moser Wealth Advisors, LLC 3.56% Reduce -4.9% 80,704 $7.4M
Savant Capital, LLC 0.05% Reduce -0.5% 80,306 $7.4M
Greenleaf Trust 0.07% Reduce -3.4% 79,962 $7.4M
Park Avenue Securities LLC 0.07% Add +938.3% 79,490 $7.3M
Rossmore Private Capital 0.85% Reduce -1.1% 79,398 $7.3M
Conning Inc. 0.26% No change 79,001 $7.3M
Aspiriant, LLC 0.23% Add +100.0% 78,908 $7.3M
Bleakley Financial Group, LLC 0.18% Add +3.7% 78,688 $7.2M
Kestra Private Wealth Services, LLC 0.10% Add +1.6% 77,871 $7.2M
Bessemer Group Inc. 0.01% Reduce -1.8% 76,065 $7.0M
Salem Investment Counselors Inc. 0.22% Reduce -0.4% 76,027 $7.0M
Schneider Downs Wealth Management Advisors, LP 1.03% Reduce -0.3% 75,142 $6.9M
Midwest Trust Co 0.10% — 74,976 $6.9M
Beam Wealth Advisors, Inc. 2.05% Add +18.6% 74,947 $6.9M
Citigroup Inc. 0.00% Reduce -36.7% 74,934 $6.9M
Fifth Third Securities, Inc. 0.51% Add +3.4% 74,310 $6.8M
City Holding Co. 0.89% Add +0.1% 74,283 $6.8M
DT Investment Partners, LLC 0.61% Add +67.9% 73,587 $6.8M
First Merchants Corp. 0.26% Reduce -7.5% 72,582 $6.7M
IFC Advisors LLC 1.25% Reduce -1.6% 72,475 $6.7M
Aptus Capital Advisors, LLC 0.07% Add +0.8% 71,797 $6.6M
Nadler Financial Group, Inc. 0.67% Add +3.6% 71,573 $6.6M
Citizens Financial Group Inc. 0.11% Add +22.3% 71,161 $6.5M
Carret Asset Management, LLC 0.70% Add +0.7% 70,780 $6.5M
Tolleson Wealth Management, Inc. 1.11% Reduce -0.1% 70,446 $6.5M
Integrated Advisors Network LLC 0.29% Add +64.9% 70,442 $6.5M
Cornerstone Wealth Group, LLC 0.48% Reduce -3.6% 70,233 $6.5M
CFM Wealth Partners LLC 1.02% Add +1.3% 69,726 $6.4M
Sincerus Advisory, LLC 6.02% Add +1.3% 67,227 $6.4M
Forte Asset Management LLC 3.25% Reduce -4.3% 69,455 $6.4M
Westshore Wealth, LLC 2.45% Add +0.9% 69,381 $6.4M
Modera Wealth Management, LLC 0.08% Add +7.5% 68,386 $6.3M
Orin Green Financial, LLC 2.64% Reduce -1.8% 67,807 $6.2M
Chesapeake Wealth Management 2.06% Add +1.2% 67,126 $6.2M
Curi Capital, LLC 0.11% Add +123.1% 65,345 $6.0M
Thrivent Financial for Lutherans 0.01% Reduce -77.4% 65,341 $6.0M
Capital Group Private Client Services, Inc. 0.05% Reduce -0.3% 65,113 $6.0M
Chicago Partners Investment Group LLC 0.17% Add +11.3% 61,845 $5.9M
Wesbanco Bank Inc. 0.17% Add +5.2% 63,168 $5.8M
OneDigital Investment Advisors LLC 0.06% Add +5.1% 62,468 $5.7M
Essex Financial Services, Inc. 0.38% Reduce -3.2% 62,143 $5.7M
Turtle Creek Wealth Advisors, LLC 0.67% Reduce -13.7% 61,923 $5.7M
Shelton Wealth Management, LLC 2.87% Reduce -2.7% 61,838 $5.7M
Sachetta, LLC 2.24% Reduce -0.3% 61,730 $5.7M
Sunburst Financial Group, LLC 1.27% Add +0.0% 61,672 $5.7M
Knightsbridge Asset Management, LLC 1.27% Reduce -1.1% 61,555 $5.7M
Triumph Capital Management 1.70% Add +2.8% 61,508 $5.7M
Dorsey & Whitney Trust CO LLC 0.30% Add +19.3% 61,471 $5.7M
Baron Financial Group, LLC 3.32% Add +5.7% 61,455 $5.7M
Vanguard Group Inc. 0.00% Add +11.4% 61,318 $5.6M
TCV Trust & Wealth Management, Inc. 0.49% Reduce -2.5% 60,858 $5.6M
FineMark National Bank & Trust 0.19% Add +1.2% 60,505 $5.6M
Principal Financial Group Inc. 0.00% Reduce -14.5% 60,349 $5.6M
New England Private Wealth Advisors LLC 0.81% Add +3.0% 58,581 $5.5M
Ames National Corp. 3.57% Reduce -2.5% 59,972 $5.5M
Twin Focus Capital Partners, LLC 0.77% Reduce -1.1% 59,916 $5.5M
Sound View Wealth Advisors Group, LLC 0.41% Reduce -4.1% 59,761 $5.5M
Tudor Investment Corporation 0.04% New 58,832 $5.4M
Canopy Partners, LLC 1.98% Reduce -5.1% 58,600 $5.4M
Evoke Wealth, LLC 0.13% Reduce -27.3% 58,531 $5.4M
Matrix Asset Advisors Inc. 0.54% Add +0.9% 57,927 $5.3M
Cahaba Wealth Management, Inc. 0.41% Add +0.2% 57,572 $5.3M
Level Four Advisory Services, LLC 0.19% Add +0.0% 57,355 $5.3M
Twin Tree Management, LP 0.13% Add +185.7% 56,615 $5.2M
Smith Chas P & Associates Pa Cpas 0.29% Add +15.4% 56,563 $5.2M
St. Johns Investment Management Company, LLC 2.38% Add +2.9% 56,275 $5.2M
Acropolis Investment Management, LLC 0.28% Reduce -2.5% 56,152 $5.2M
Conservest Capital Advisors, Inc. 0.51% Reduce -0.7% 56,013 $5.2M
Citadel Advisors 0.00% Add +329.7% 55,685 $5.1M
United Capital Financial Advisors, LLC 0.04% Reduce -3.2% 55,650 $5.1M
Silvercrest Asset Management Group LLC 0.03% Reduce -0.3% 55,295 $5.1M
NTV Asset Management LLC 0.61% Reduce -1.6% 55,063 $5.1M
Canandaigua National Bank & Trust Co. 0.47% Reduce -1.0% 55,030 $5.1M
Hancock Whitney Corp. 0.10% New 54,207 $5.0M
FDx Advisors, Inc. 1.51% Reduce -0.8% 53,896 $5.0M
Johnson Financial Group, Inc. 0.22% Add +5.3% 53,134 $4.9M
Trust Co. of Toledo NA 0.53% No change 52,067 $4.8M
Carl P. Sherr & Co., LLC 2.41% Add +3.0% 51,746 $4.8M
Cullen/Frost Bankers, Inc. 0.06% Add +3.6% 50,690 $4.7M
Country Club Bank 0.29% Reduce -1.5% 50,909 $4.7M
Prospera Financial Services Inc 0.09% Add +36.6% 50,053 $4.6M
Sequoia Financial Advisors, LLC 0.03% Add +9.8% 49,953 $4.6M
SageView Advisory Group, LLC 0.17% Add +104.1% 48,198 $4.6M
NorthCoast Asset Management LLC 0.02% Reduce -8.4% 48,913 $4.5M
Richard P Slaughter Associates Inc 0.91% New 48,604 $4.5M
TD Private Client Wealth LLC 0.11% Add +3.7% 48,481 $4.5M
Principal Securities, Inc. 0.08% Add +7.6% 48,147 $4.4M
Smith Thornton Advisors LLC 2.54% Add +2.2% 48,062 $4.4M
Mycio Wealth Partners, LLC 1.00% Add +2.8% 47,015 $4.3M
Choreo, LLC 0.06% Reduce -39.1% 46,767 $4.3M
Smith & Howard Wealth Management, LLC 1.07% Add +2.2% 45,906 $4.2M
Whitegate Investment Counselors, Inc. 1.42% Add +0.1% 45,591 $4.2M
Gryphon Financial Partners LLC 0.54% Add +5.8% 45,230 $4.2M
BTC Capital Management, Inc. 0.34% Reduce -0.1% 45,028 $4.1M
Greykasell Wealth Strategies, Inc. 1.97% Reduce -8.1% 44,780 $4.1M
Fiera Capital Corp 0.01% No change 44,542 $4.1M
Centennial Bank 1.72% Add +17.1% 44,535 $4.1M
Burke & Herbert Bank & Trust Co. 0.91% No change 44,069 $4.1M
Samalin Investment Counsel, LLC 1.55% Add +18.8% 43,669 $4.0M
Farmers & Merchants Investments Inc. 0.12% Reduce -1.3% 42,982 $4.0M
Fort Point Capital Partners LLC 0.40% Reduce -21.1% 42,910 $3.9M
Elyxium Wealth, LLC 1.48% Add +50.5% 42,799 $3.9M
Davidson Trust Co. 1.80% Reduce -1.2% 42,410 $3.9M
Integrated Wealth Concepts LLC 0.04% Reduce -0.3% 42,242 $3.9M
Ballentine Partners, LLC 0.06% Reduce -7.5% 42,102 $3.9M
LPWM LLC 1.12% Reduce -0.5% 41,863 $3.9M
IHT Wealth Management, LLC 0.10% Reduce -2.0% 40,852 $3.8M
Quadrant Capital Group LLC 0.13% Add +7.8% 40,676 $3.7M
SCS Capital Management LLC 0.04% Reduce -0.3% 40,469 $3.7M
Flagstar Securities, Inc. 1.02% Reduce -6.0% 39,986 $3.7M
Brick & Kyle, Associates 1.64% Add +0.1% 38,873 $3.7M
Lanark Financial, Inc. 0.30% Reduce -1.8% 39,849 $3.7M
Asset Management Group, Inc. 0.63% Reduce -2.4% 39,246 $3.6M
Oppenheimer & Co. Inc. 0.05% Add +81.7% 39,238 $3.6M
EP Wealth Advisors, LLC 0.02% Add +1.4% 38,756 $3.6M
Geneos Wealth Management Inc. 0.09% Add +27.4% 38,686 $3.6M
Nvwm, LLC 0.85% Reduce -10.8% 38,319 $3.5M
NorthRock Partners, LLC 0.09% Add +27.8% 38,211 $3.5M
Atria Wealth Solutions, Inc. 0.08% Reduce -39.8% 38,205 $3.5M
Charles Schwab Trust Co 0.26% Add +1.5% 38,121 $3.5M
Spire Wealth Management 0.13% Reduce -0.2% 37,985 $3.5M
Global Retirement Partners, LLC 0.09% — 37,688 $3.5M
Phillips Financial Management, LLC 0.25% Add +2.7% 37,514 $3.5M
Daner Wealth Management, LLC 2.38% — 36,662 $3.4M
Dohj, LLC 1.00% Add +1449.9% 42,096 $3.4M
Financial Engines Advisors L.L.C. 0.01% Reduce -5.7% 37,327 $3.4M
Saxon Interests, Inc. 1.57% No change 39,374 $3.3M
HB Wealth Management, LLC 0.03% Reduce -17.2% 36,175 $3.3M
J.W. Cole Advisors, Inc. 0.07% Add +19.9% 35,655 $3.3M
Courier Capital LLC 0.20% Add +1.3% 35,651 $3.3M
Elgethun Capital Management 0.66% No change 35,515 $3.3M
Chapin Davis, Inc. 0.90% Reduce -1.1% 35,418 $3.3M
Bedel Financial Consulting, Inc. 0.44% Add +1.7% 35,209 $3.2M
TFB Advisors LLC 0.85% Add +1.3% 35,208 $3.2M
CW Advisors, LLC 0.03% Add +5.8% 35,178 $3.2M
Mather Group, Llc. 0.03% Add +0.1% 35,033 $3.2M
Aft, Forsyth & Company, Inc. 1.65% Add +0.0% 35,001 $3.2M
McKinley Carter Wealth Services, Inc. 0.18% Add +26.2% 34,857 $3.2M
Highland Capital Management, LLC 0.17% Reduce -0.8% 34,828 $3.2M
Fca Corp. 0.95% Add +3.4% 34,597 $3.2M
Evergreen Capital Management LLC 0.10% Add +4.6% 34,381 $3.2M
Gladstone Institutional Advisory LLC 0.13% Add +4.0% 34,259 $3.2M
Finley Financial, LLC 1.57% Reduce -1.4% 33,985 $3.1M
New South Capital Management Inc. 0.15% Add +253.9% 33,730 $3.1M
Bryn Mawr Trust Advisors, LLC 0.17% Add +76.1% 33,610 $3.1M
Pathway Financial Advisors LLC 0.45% Add +12.4% 33,355 $3.1M
Peapack Gladstone Financial Corp. 0.04% Reduce -1.2% 33,322 $3.1M
Eastern Bank 0.06% Add +64.1% 32,599 $3.0M
Oxford Financial Group, LTD. LLC 0.18% No change 32,569 $3.0M
SouthState Bank Corp 0.13% Add +0.9% 32,427 $3.0M
Evercore Wealth Management, LLC 0.05% Reduce -0.0% 32,195 $3.0M
Life Line Wealth Management LLC 0.95% Reduce -12.4% 31,980 $2.9M
B. Riley Wealth Advisors, Inc. 0.14% Reduce -37.3% 31,766 $2.9M
Summit Financial Strategies, Inc. 0.27% Add +10.7% 31,427 $2.9M
World Investment Advisors 0.07% Add +52.3% 31,183 $2.9M
Builder Investment Group Inc. 0.71% Reduce -0.0% 31,165 $2.9M
FAS Wealth Partners, Inc. 0.21% Add +2.5% 31,158 $2.9M
Allen Investment Management, LLC 0.03% No change 31,000 $2.9M
Anchor Capital Advisors LLC 0.08% Reduce -12.5% 30,806 $2.8M
Sigma Planning Corp 0.08% Add +13.8% 30,382 $2.8M
Private Trust Co. NA 0.27% Reduce -1.4% 30,354 $2.8M
Motiv8 Investments LLC 1.70% Reduce -2.8% 30,188 $2.8M
KKM Financial LLC 0.96% Reduce -2.2% 29,599 $2.8M
Chokshi & Queen Wealth Advisors, Inc 1.58% Reduce -1.5% 29,977 $2.8M
Laird Norton Wetherby Trust Company, LLC 0.38% No change 29,850 $2.7M
Cozad Asset Management Inc. 0.24% Add +0.1% 29,765 $2.7M
Gilman Hill Asset Management, LLC 0.45% Reduce -5.4% 29,709 $2.7M
Advisory Services Network, LLC 0.04% Add +1.5% 29,125 $2.7M
HUB Investment Partners, LLC 0.09% Reduce -1.0% 29,501 $2.7M
First United Bank & Trust 0.94% Reduce -4.0% 29,369 $2.7M
Sowell Financial Services LLC 0.11% Reduce -3.0% 29,285 $2.7M
Merit Financial Group, LLC 0.03% Reduce -24.4% 29,163 $2.7M
Axis Wealth Partners, LLC 1.73% Add +3.6% 28,702 $2.6M
Dover Advisors, LLC 1.16% Add +1.7% 28,534 $2.6M
Pasadena Private Wealth, LLC 0.45% No change 28,500 $2.6M
JSF Financial, LLC 0.62% Add +0.3% 28,404 $2.6M
Lee, Kelleher & Klein Wealth Management 1.73% No change 28,369 $2.6M
Kingsview Wealth Management, LLC 0.04% Reduce -2.8% 28,369 $2.6M
Smith, Moore & Co. 0.22% Reduce -0.8% 28,124 $2.6M
HSBC Holdings PLC 0.00% Reduce -9.2% 28,049 $2.6M
Councilor Wealth, LLC 1.20% No change 28,043 $2.6M
Frank, Rimerman Advisors LLC 0.17% Add +0.1% 27,992 $2.6M
DAVENPORT & Co LLC 0.01% Add +23.1% 27,991 $2.6M
Naples Global Advisors, LLC 0.22% Add +5.5% 27,835 $2.6M
Caliber Wealth Management, LLC / KS 0.27% Reduce -12.2% 27,592 $2.5M
Allium Financial Advisors, LLC 2.18% Reduce -1.7% 27,203 $2.5M
ABLE Financial Group, LLC 0.60% Reduce -23.3% 27,089 $2.5M
Orion Porfolio Solutions, LLC 0.02% Add +141.4% 26,999 $2.5M
Cahill Financial Advisors Inc. 0.31% Add +0.4% 26,998 $2.5M
HT Partners LLC 0.76% No change 26,956 $2.5M
Marquette Asset Management, LLC 0.42% Reduce -2.1% 26,939 $2.5M
Narus Financial Partners, LLC 0.77% Reduce -15.2% 26,887 $2.5M
Valmark Advisers, Inc. 0.03% Add +2.2% 26,878 $2.5M
Catalyst Financial Partners LLC 0.27% Reduce -21.5% 26,842 $2.5M
JFS Wealth Advisors, LLC 0.16% Add +28.2% 26,525 $2.4M
Denver PWM, LLC 0.76% Reduce -3.0% 26,450 $2.4M
Atria Investments, Inc 0.03% Add +12.1% 26,399 $2.4M
Resonant Capital Advisors, LLC 0.15% Add +1.4% 26,391 $2.4M
Trivium Point Advisory, LLC 0.26% New 26,129 $2.4M
Dagco, Inc. 0.67% Reduce -1.8% 26,114 $2.4M
GAMMA Investing LLC 0.15% Add +0.3% 26,011 $2.4M
SOA Wealth Advisors, LLC. 0.44% Reduce -8.2% 25,986 $2.4M
Hilltop Wealth Advisors, LLC 1.34% Add +17.2% 25,913 $2.4M
Litman Gregory Wealth Management LLC 0.19% Add +0.7% 25,653 $2.4M
Evensky & Katz LLC 0.14% Reduce -0.1% 25,616 $2.4M
Grove Bank & Trust 0.29% No change 25,600 $2.4M
Goelzer Investment Management, Inc. 0.13% No change 25,577 $2.4M
Indiana Trust & Investment Management Co 0.77% No change 25,425 $2.3M
Middleton & Co. Inc. 0.26% Reduce -6.9% 25,406 $2.3M
Busey Bank 0.07% Reduce -0.5% 25,162 $2.3M
Apollon Wealth Management, LLC 0.05% Add +0.0% 25,087 $2.3M
Wells Trecaso Financial Group, LLC 0.71% Add +12.0% 25,023 $2.3M
Retirement Income Solutions, Inc. 0.41% Reduce -2.8% 24,481 $2.3M
Pinnacle Associates Ltd. 0.03% Reduce -0.4% 24,431 $2.2M
Nations Financial Group Inc, /Ia/ 0.15% Add +3.4% 24,383 $2.2M
1900 Wealth Management LLC 0.17% Add +1.2% 23,977 $2.2M
Alley Investment Management Company, LLC 0.27% No change 23,951 $2.2M
Asset Allocation Strategies LLC 0.49% Reduce -28.0% 23,949 $2.2M
BG Investment Services, LLC 2.75% Reduce -34.4% 23,636 $2.2M
Wealthcare Advisory Partners LLC 0.05% Add +1.8% 23,650 $2.2M
Oliver Luxxe Assets LLC 0.39% Reduce -3.3% 23,645 $2.2M
Evernest Financial Advisors, LLC 0.70% Add +47.7% 23,507 $2.2M
Meridian Financial Partners LLC 1.02% No change 23,482 $2.2M
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 0.46% Add +5.8% 23,308 $2.1M
Venture Visionary Partners LLC 0.08% Add +2.1% 23,229 $2.1M
Ellenbecker Investment Group 0.34% Reduce -3.7% 22,851 $2.1M
Appleton Partners Inc. 0.15% Reduce -1.1% 22,782 $2.1M
Welch & Forbes LLC 0.03% Add +0.5% 22,727 $2.1M
Renaissance Technologies 0.00% Add +170.2% 22,700 $2.1M
Guardian Wealth Advisors, LLC 1.23% Reduce -17.5% 22,601 $2.1M
Heritage Wealth Advisors 0.10% No change 22,305 $2.1M
St. Clair Advisors, LLC 0.54% Reduce -4.8% 22,284 $2.0M
Venturi Wealth Management, LLC 0.10% Add +8.0% 22,280 $2.0M
Weatherly Asset Management L. P. 0.17% No change 22,176 $2.0M
LCNB Corp. 0.72% Reduce -1.5% 22,169 $2.0M
Manchester Capital Management LLC 0.27% No change 22,058 $2.0M
Chesley Taft & Associates LLC 0.09% Reduce -12.9% 21,974 $2.0M
Climber Capital SA 1.29% No change 23,192 $2.0M
Crumly & Associates Inc. 0.49% New 21,836 $2.0M
Legacy Trust 0.49% Add +2.1% 21,815 $2.0M
One Capital Management, LLC 0.07% Reduce -33.6% 21,519 $2.0M
Parallel Advisors, LLC 0.04% Reduce -4.3% 21,467 $2.0M
Fiduciary Trust Co 0.02% Reduce -3.1% 21,331 $2.0M
HRT Financial LP 0.01% Add +671.5% 21,331 $2.0M
U.S. Capital Wealth Advisors, LLC 0.06% Add +0.5% 21,254 $2.0M
Cornerstone Wealth Management, LLC 0.12% Add +16.8% 21,109 $1.9M
Earnest Partners LLC 0.01% Reduce -42.0% 21,027 $1.9M
Meridian Wealth Management, LLC 0.08% Add +0.5% 20,962 $1.9M
Forvis Mazars Wealth Advisors, LLC 0.04% Reduce -0.4% 20,720 $1.9M
Crescent Grove Advisors, LLC 0.18% Add +5.1% 20,451 $1.9M
Horan Securities, Inc. 0.66% Add +0.1% 20,446 $1.9M
Roble, Belko & Company, Inc 0.27% Add +0.5% 20,403 $1.9M
Nvest Financial, LLC 0.97% Reduce -45.5% 20,339 $1.9M
BankPlus Wealth Management LLC 1.24% Reduce -0.3% 20,299 $1.9M
Ancora Advisors LLC 0.04% Reduce -2.9% 20,231 $1.9M
Waters Parkerson & Co., LLC 0.09% No change 20,191 $1.9M
Simmons Bank 0.13% Add +7.7% 20,161 $1.9M
White Pine Capital LLC 0.58% No change 19,914 $1.8M
Stratos Wealth Advisors, LLC 0.10% Add +2.6% 19,801 $1.8M
Boston Trust Walden Corp 0.01% No change 19,725 $1.8M
Zhang Financial LLC 0.08% Reduce -0.5% 19,517 $1.8M
Russell Investments Group, Ltd. 0.00% Add +58.9% 19,483 $1.8M
Lazard Asset Management LLC 0.00% No change 19,466 $1.8M
Farther Finance Advisors, LLC 0.04% Add +30.0% 19,407 $1.8M
Jordan Park Group LLC 0.12% Reduce -2.1% 19,353 $1.8M
Columbus Macro, LLC 0.22% Reduce -4.2% 19,311 $1.8M
Peoples Bank 1.09% Reduce -14.3% 19,195 $1.8M
Allworth Financial LP 0.01% Add +4.3% 19,081 $1.8M
Cary Street Partners Financial LLC 0.05% Add +24.1% 18,870 $1.7M
Quantinno Capital Management LP 0.01% Add +51.1% 18,830 $1.7M
Private Management Group Inc. 0.06% Add +0.1% 18,805 $1.7M
Fairway Wealth LLC 0.55% Add +10.5% 18,786 $1.7M
Sagespring Wealth Partners, LLC 0.04% Add +24.3% 18,779 $1.7M
Belpointe Asset Management LLC 0.07% Reduce -13.3% 18,717 $1.7M
Legacy Bridge, LLC 0.82% Add +1.4% 18,694 $1.7M
TD Waterhouse Canada Inc. 0.01% Add +11.4% 18,488 $1.7M
MassMutual Private Wealth & Trust, FSB 0.05% Add +105.4% 18,541 $1.7M
Choate Investment Advisors 0.04% Reduce -4.6% 18,494 $1.7M
Fulcrum Capital LLC 0.36% Reduce -13.2% 18,489 $1.7M
PFG Investments, LLC 0.10% Add +10.4% 18,451 $1.7M
Vigilare Wealth Management 0.63% New 18,396 $1.7M
Zions Bancorporation, National Association 0.09% No change 18,346 $1.7M
FMB Wealth Management 0.80% No change 18,222 $1.7M
Investors Research Corp 0.33% No change 18,173 $1.7M
Wealthfront Advisers LLC 0.00% Reduce -17.8% 18,134 $1.7M
MIdWestOne Financial Group, Inc. 0.22% Reduce -0.3% 18,133 $1.7M
Newport Capital Group, LLC 1.13% Add +0.1% 18,091 $1.7M
Strategic Advisors LLC 0.33% Reduce -2.6% 18,004 $1.7M
Sage Capital Advisors,llc 0.41% Add +0.4% 17,999 $1.7M
MBL Wealth, LLC 0.16% Reduce -1.6% 17,994 $1.7M
Continuum Advisory, LLC 0.20% Add +39.0% 17,877 $1.6M
Partners Capital Investment Group, LLP 0.07% Reduce -43.7% 17,823 $1.6M
Davis R M Inc. 0.03% Reduce -5.1% 17,781 $1.6M
Clear Harbor Asset Management, LLC 0.12% No change 17,669 $1.6M
Roundview Capital LLC 0.11% No change 17,638 $1.6M
Procyon Advisors, LLC 0.15% Reduce -6.9% 17,608 $1.6M
Great Lakes Advisors, LLC 0.01% Reduce -25.5% 17,596 $1.6M
Tower Research Capital LLC (TRC) 0.04% New 17,555 $1.6M
Leo Wealth, LLC 0.12% Reduce -0.3% 17,453 $1.6M
HBK Sorce Advisory LLC 0.04% Reduce -0.4% 17,360 $1.6M
Concurrent Investment Advisors, LLC 0.03% Add +3.7% 17,341 $1.6M
Heritage Investors Management Corp. 0.05% Reduce -1.6% 17,310 $1.6M
Pallas Capital Advisors LLC 0.06% Reduce -1.3% 17,259 $1.6M
Southern Capital Advisors, LLC 0.81% Add +3.8% 17,238 $1.6M
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.10% Add +1.1% 17,230 $1.6M
Farmers National Bank 0.42% No change 17,221 $1.6M
Matrix Private Capital Group LLC 0.93% Reduce -3.2% 17,166 $1.6M
Lowe Brockenbrough & Co. Inc. 0.09% Reduce -0.2% 17,148 $1.6M
Financial Partners Group, Inc 0.22% Reduce -0.4% 17,144 $1.6M
Swmg, LLC 0.53% Add +3.0% 16,475 $1.6M
Plum Street Advisors, LLC 0.69% No change 16,952 $1.6M
1ST Source Bank 0.09% Reduce -0.2% 16,935 $1.6M
Csenge Advisory Group 0.08% Add +113.2% 17,483 $1.6M
Strategic Family Wealth Counselors, L.L.C. 0.44% No change 16,870 $1.6M
Boston Family Office LLC 0.10% No change 16,570 $1.5M
Two Sigma Securities, LLC 0.19% New 16,445 $1.5M
Connecticut Wealth Management, LLC 0.07% No change 16,432 $1.5M
Baker Ellis Asset Management LLC 0.20% No change 16,214 $1.5M
Summit Investment Advisors, Inc. 1.22% Add +0.8% 16,067 $1.5M
First Hawaiian Bank 0.20% No change 16,066 $1.5M
Certuity, LLC 0.14% Add +14.7% 16,026 $1.5M
Gries Financial LLC 0.27% Reduce -24.7% 15,999 $1.5M
Parkside Financial Bank & Trust 0.16% Add +51.4% 15,942 $1.5M
WestHill Financial Advisors, Inc. 0.31% Add +2.7% 15,912 $1.5M
Linscomb Wealth, Inc. 0.07% Reduce -9.6% 15,868 $1.5M
Compton Wealth Advisory Group, LLC 0.37% Add +0.4% 15,824 $1.5M
Orgel Wealth Management, LLC 0.04% Reduce -1.8% 15,799 $1.5M
Pinnacle Wealth Management Advisory Group, LLC 0.12% No change 15,798 $1.5M
Atlas Brown,Inc. 0.46% Reduce -1.4% 15,489 $1.4M
Flputnam Investment Management Co. 0.02% Reduce -15.2% 15,370 $1.4M
Perennial Investment Advisors, LLC 0.14% Reduce -7.0% 15,273 $1.4M
Rainier Family Wealth Inc. 1.40% Reduce -16.2% 15,266 $1.4M
West Paces Advisors Inc. 0.30% No change 15,262 $1.4M
Webster Bank, N. A. 0.14% Add +3.3% 15,227 $1.4M
Hapanowicz & Associates Financial Services, Inc 0.70% Reduce -35.5% 15,145 $1.4M
SlateStone Wealth, LLC 0.13% Reduce -0.7% 15,142 $1.4M
Parsons Capital Management Inc. 0.09% No change 15,142 $1.4M
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.19% Add +0.4% 15,119 $1.4M
Luminvest Wealth Management LLC 0.50% No change 15,056 $1.4M
IFG Advisors, LLC 0.23% Reduce -6.2% 15,049 $1.4M
Great Valley Advisor Group, Inc. 0.03% Reduce -0.7% 15,045 $1.4M
MBA Advisors LLC 0.63% Reduce -5.5% 14,948 $1.4M
Sage Mountain Advisors LLC 0.09% Add +3561.5% 14,756 $1.4M
Well Done, LLC 0.25% Add +11.2% 14,665 $1.3M
Atala Financial Inc 0.93% Reduce -0.8% 14,614 $1.3M
Empirical Asset Management, LLC 0.41% Add +0.0% 14,540 $1.3M
Compound Planning, Inc. 0.05% Reduce -3.4% 14,521 $1.3M
Debussy Capital Management LP 0.20% Reduce -0.4% 14,463 $1.3M
Centennial Wealth Advisory LLC 0.42% Add +3.6% 14,436 $1.3M
GM Advisory Group, LLC 0.07% Add +3.0% 14,428 $1.3M
Sterling Capital Management LLC 0.02% Add +9.0% 14,419 $1.3M
RKL Wealth Management LLC 0.12% Reduce -27.6% 14,406 $1.3M
Daymark Wealth Partners, LLC 0.05% Reduce -0.3% 14,284 $1.3M
Bill Few Associates, Inc. 0.37% No change 14,278 $1.3M
First Financial Bank - Trust Division 0.12% Add +34.1% 14,251 $1.3M
Kohmann Bosshard Financial Services, LLC 0.15% Reduce -8.4% 14,163 $1.3M
SeaBridge Investment Advisors LLC 0.24% No change 14,001 $1.3M
Philadelphia Trust Co. 0.10% No change 13,913 $1.3M
Wooster Corthell Wealth Management, Inc. 0.24% Reduce -1.5% 13,903 $1.3M
Klingman & Associates, LLC 0.07% Add +11.2% 13,897 $1.3M
Calamos Wealth Management LLC 0.05% Add +4.3% 13,888 $1.3M
Moulton Wealth Management, Inc. 0.96% New 13,617 $1.3M
RMR Wealth Builders 0.12% Add +6.4% 13,793 $1.3M
Simplicity Wealth,LLC 0.05% Add +10.0% 13,785 $1.3M
Dominguez Wealth Management Solutions, Inc. 0.88% Reduce -0.7% 13,709 $1.3M
Seneca Financial Advisors LLC 0.48% Reduce -3.7% 13,678 $1.3M
Lyell Wealth Management, LP 0.10% Reduce -0.4% 13,615 $1.3M
Patriot Investment Management Group, Inc. 0.09% No change 13,484 $1.2M
Knuff & Co LLC 0.39% Reduce -19.2% 13,437 $1.2M
Nwam LLC 0.07% Add +2.3% 13,172 $1.2M
North Berkeley Wealth Management, LLC 1.13% New 13,410 $1.2M
Moneco Advisors, LLC 0.11% Reduce -4.3% 13,404 $1.2M
Tsfg, LLC 0.22% No change 13,298 $1.2M
CENTRAL TRUST Co 0.03% Add +6.2% 13,152 $1.2M
First National Bank of Omaha 0.08% No change 13,122 $1.2M
Live Oak Private Wealth LLC 0.18% Add +55.8% 13,084 $1.2M
Monetary Management Group Inc. 0.30% No change 13,055 $1.2M
Diversify Advisory Services, LLC 0.05% Add +267.7% 12,674 $1.2M
Lansing Street Advisors 0.35% Add +18.7% 12,942 $1.2M
Fiducient Advisors LLC 0.15% Reduce -19.8% 12,942 $1.2M
Occidental Asset Management, LLC 0.16% Add +0.8% 12,837 $1.2M
Sunbeam Capital Management, LLC 0.89% Add +0.3% 12,828 $1.2M
Consolidated Portfolio Review Corp 0.16% No change 12,663 $1.2M
Zacks Investment Management 0.01% Reduce -41.0% 12,650 $1.2M
CreativeOne Wealth, LLC 0.03% Add +17.1% 12,635 $1.2M
Arkadios Wealth Advisors 0.03% Add +242.9% 12,580 $1.2M
Ritter Daniher Financial Advisory LLC / DE 0.28% Reduce -4.7% 12,523 $1.2M
Goldstein Advisors, LLC 0.15% No change 12,511 $1.2M
Laird Norton Wetherby Wealth Management, LLC 0.05% — 12,208 $1.1M
Prosperity Consulting Group, LLC 0.08% Add +158.4% 12,154 $1.1M
Okabena Investment Services Inc. 0.25% No change 12,112 $1.1M
Pps&v Asset Management Consultants, Inc. 0.70% No change 12,074 $1.1M
Radnor Capital Management, LLC 0.18% Reduce -0.3% 12,010 $1.1M
Sunbelt Securities, Inc. 0.10% Add +6.7% 12,354 $1.1M
Blue Trust, Inc. 0.01% Reduce -16.6% 11,845 $1.1M
Ofc Financial Planning, LLC 1.14% No change 11,691 $1.1M
Thoroughbred Financial Services, LLC 0.07% Reduce -63.2% 11,629 $1.1M
Heritage Trust Co 0.12% Add +0.5% 11,541 $1.1M
Pine Haven Investment Counsel, Inc 0.83% No change 11,522 $1.1M
Cypress Capital Group 0.13% Reduce -28.8% 11,417 $1.1M
Independent Financial Group, LLC 0.03% Add +3.7% 11,404 $1.0M
Jupiter Wealth Management LLC 0.53% No change 11,000 $1.0M
Insigneo Advisory Services, LLC 0.09% Add +13.1% 11,364 $1.0M
TPG Financial Advisors, LLC 0.42% Add +66.8% 11,361 $1.0M
Mason & Associates, LLC 0.26% Reduce -7.0% 11,336 $1.0M
Cassaday & Co Wealth Management LLC 0.03% No change 11,329 $1.0M
My Legacy Advisors, LLC 0.37% New 11,066 $1.0M
Benjamin Edwards Inc. 0.01% Reduce -18.4% 11,256 $1.0M
O'shaughnessy Asset Management, LLC 0.01% Reduce -10.8% 11,256 $1.0M
Brown Brothers Harriman & Co. 0.01% Add +3.3% 11,192 $1.0M
Prossimo Advisors, LLC 0.82% New 11,142 $1.0M
USAdvisors Wealth Management, LLC 0.38% Add +0.2% 11,035 $1.0M
Waldron Private Wealth LLC 0.04% No change 10,917 $1.0M
Columbia Asset Management 0.20% No change 10,872 $1000K
Leslie Global Wealth, LLC 0.53% Add +3.5% 10,815 $995K
Birch Hill Investment Advisors LLC 0.04% Reduce -0.2% 10,806 $994K
Clark Capital Management Group, Inc. 0.01% Reduce -4.5% 10,791 $992K
Brasada Capital Management, LP 0.17% Reduce -5.7% 10,511 $985K
Focus Partners Advisor Solutions, LLC 0.01% Reduce -7.5% 10,698 $984K
Cliftonlarsonallen Wealth Advisors, LLC 0.02% No change 10,680 $982K
Foundations Investment Advisors, LLC 0.02% Add +16.0% 10,680 $982K
Harbor Investment Advisory, LLC 0.09% No change 10,672 $982K
Pinney & Scofield, Inc. 0.66% No change 10,600 $975K
Neuberger Berman Group LLC 0.00% Reduce -55.0% 10,581 $973K
Snowden Capital Advisors LLC 0.03% Add +4.4% 10,564 $972K
Operose Advisors LLC 0.27% Add +0.1% 10,545 $970K
New England Professional Planning Group Inc. 0.44% Add +0.1% 10,531 $969K
Pacific Financial Group Inc. 0.76% Add +0.0% 10,531 $969K
NBT Bank, N.A. 0.07% Reduce -0.1% 10,470 $963K
Obermeyer Wealth Partners 0.05% No change 10,394 $956K
Winthrop Advisory Group LLC 0.09% Reduce -1.5% 10,326 $950K
Stillwater Capital Advisors, LLC 0.12% Add +0.2% 10,238 $942K
Narwhal Capital Management 0.08% No change 10,231 $941K
Bison Wealth, LLC 0.07% Add +198.5% 10,081 $939K
Duncker Streett & Co. Inc. 0.17% No change 10,211 $939K
Arrowroot Family Office, LLC 0.42% — 10,189 $937K
Pension & Wealth Management Advisors, Inc. 0.31% No change 10,167 $935K
IFP Advisors, Inc 0.03% Add +19.7% 10,160 $934K
Advisors Capital Management, LLC 0.01% Reduce -0.3% 10,148 $933K
Advisor Resource Council 0.46% Reduce -23.2% 10,112 $930K
Optimum Investment Advisors 0.40% Add +3.6% 10,025 $922K
GeoWealth Management, LLC 0.04% Add +8.0% 10,024 $922K
Breakwater Capital Group 0.15% Add +3.6% 10,004 $920K
Blue Oak Capital, LLC 0.48% No change 9,974 $917K
Optivise Advisory Services LLC 0.47% No change 9,940 $914K
Jackson Hole Capital Partners, LLC 0.17% No change 9,927 $913K
Vontobel Holding Ltd. 0.00% No change 9,925 $913K
Leavell Investment Management, Inc. 0.04% No change 9,862 $907K
Midland Wealth Advisors, LLC 0.05% Add +12.8% 9,838 $905K
Tompkins Financial Corp. 0.08% Add +42.3% 9,797 $901K
Parthenon LLC 0.10% Reduce -5.6% 9,743 $896K
Capital Investment Advisors, LLC 0.02% Reduce -21.1% 9,667 $889K
Higgins & Schmidt Wealth Strategies LLC 0.49% New 9,633 $886K
Jaffetilchin Investment Partners, LLC 0.06% Add +0.5% 9,606 $883K
Strong Tower Advisory Services 0.17% No change 9,600 $883K
Vertex Planning Partners, LLC 0.18% Add +1.1% 9,511 $875K
UNIVEST FINANCIAL Corp 0.05% Reduce -7.8% 9,510 $875K
Guardian Wealth Advisors, LLC / NC 0.06% Add +5.7% 9,504 $874K
North Star Investment Management Corp. 0.06% No change 9,489 $873K
Armor Investment Advisors, LLC 0.33% Reduce -0.3% 9,484 $872K
Cyndeo Wealth Partners, LLC 0.05% Add +2.5% 9,471 $871K
Plante Moran Financial Advisors, LLC 0.06% Add +7.0% 9,437 $868K
Beacon Financial Advisory LLC 0.22% Add +1.1% 9,423 $867K
Selective Wealth Management, Inc. 0.31% No change 9,158 $857K
Montis Financial, LLC 0.24% Reduce -19.1% 9,276 $853K
Kanawha Capital Management LLC 0.06% Reduce -1.3% 9,271 $853K
Qube Research & Technologies Ltd 0.00% Add +581.4% 9,253 $851K
American National Bank & Trust 0.09% Add +7.0% 9,217 $848K
Wealth Dimensions Group, Ltd. 0.19% Reduce -0.8% 9,177 $844K
AmeriServ Wealth Advisors 0.42% Add +0.7% 9,141 $841K
Harbor Asset Planning, Inc. 0.80% — 9,111 $838K
MidAtlantic Capital Management, Inc. 0.59% Reduce -1.3% 9,042 $832K
Viawealth, LLC 0.49% No change 9,017 $829K
Center for Financial Planning, Inc. 0.10% Add +1.1% 9,002 $828K
LGL Partners, LLC 0.37% Add +0.3% 8,864 $826K
Curio Wealth, LLC 0.36% Add +89420.0% 8,952 $823K
Ironwood Financial, llc 0.18% No change 9,638 $820K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.02% Reduce -4.4% 8,913 $820K
Paces Ferry Wealth Advisors, LLC 0.38% Add +0.1% 8,884 $817K
Baron Wealth Management LLC 0.29% Reduce -0.6% 8,863 $815K
RiverFront Investment Group, LLC 0.02% Reduce -18.5% 8,845 $813K
Smith Salley Wealth Management 0.05% Reduce -2.5% 8,829 $812K
Beese Fulmer Investment Management, Inc. 0.06% Add +12.1% 8,744 $804K
Ausdal Financial Partners, Inc. 0.05% Add +0.8% 8,740 $804K
Vanguard Personalized Indexing Management, LLC 0.01% Reduce -32.8% 8,738 $804K
Mill Capital Management, LLC 0.06% No change 8,724 $802K
Larson Financial Group LLC 0.03% Add +23.6% 8,706 $801K
Brown, Lisle/Cummings, Inc. 0.21% No change 8,700 $800K
GWN Securities Inc. 0.15% Reduce -59.7% 8,667 $799K
Fulton Breakefield Broenniman LLC 0.05% Add +1.0% 8,674 $798K
Investment Advisory Group, LLC 0.24% No change 8,642 $795K
Next Level Private LLC 0.26% Add +0.3% 8,630 $794K
AlphaCore Capital LLC 0.03% Add +202.9% 8,562 $787K
Nordwand Advisors, LLC 0.12% New 8,535 $785K
Precision Wealth Strategies, LLC 0.25% No change 8,533 $785K
Spirepoint Private Client, LLC 0.09% No change 8,511 $783K
First Financial Bankshares Inc 0.02% No change 8,488 $781K
MCF Advisors LLC 0.05% Add +0.0% 8,485 $780K
Wedbush Securities Inc. 0.03% Reduce -1.7% 8,460 $778K
Sapient Capital LLC 0.01% Add +0.2% 8,439 $776K
Western Wealth Management, LLC 0.05% Add +8.3% 8,425 $775K
BLB&B Advisors, LLC 0.04% No change 8,399 $772K
Glassman Wealth Services 0.12% Reduce -0.6% 8,397 $772K
Retirement Planning Group, LLC 0.03% Reduce -0.5% 8,369 $770K
Baldwin Investment Management, LLC 0.09% No change 8,363 $769K
S&co Inc. 0.05% No change 8,344 $767K
BIP Wealth, LLC 0.05% Add +0.4% 8,316 $765K
Proficio Capital Partners LLC 0.05% Reduce -71.1% 8,300 $763K
GRIMES & Co WEALTH MANAGEMENT, LLC 0.02% Reduce -22.4% 8,284 $762K
Essex Bank 0.18% Reduce -3.7% 8,247 $758K
Mission Wealth Management, LP 0.02% Add +0.3% 8,228 $757K
Shepherd Financial Partners LLC 0.08% Reduce -0.8% 8,226 $757K
Old North State Trust, LLC 0.52% New 8,225 $756K
Beck Bode, LLC 0.13% Reduce -8.1% 8,210 $755K
Moors & Cabot, Inc. 0.04% Reduce -4.7% 8,177 $752K
Transcend Capital Advisors, LLC 0.06% Reduce -5.0% 8,150 $750K
Fiduciary Alliance LLC 0.06% Reduce -10.9% 8,123 $747K
Dana Investment Advisors, Inc. 0.02% Add +2.5% 8,101 $745K
Beaumont Financial Advisors, LLC 0.05% Reduce -1.0% 8,071 $742K
TCI Wealth Advisors, Inc. 0.05% Add +4.4% 8,071 $742K
Wealthquest Corp 0.06% Reduce -10.0% 8,015 $737K
Rehmann Capital Advisory Group 0.04% Add +80.5% 8,001 $736K
Princeton Global Asset Management LLC 0.13% No change 7,963 $732K
Relyea Zuckerberg Hanson LLC 0.09% Add +136.6% 7,946 $731K
Signature Estate & Investment Advisors LLC 0.02% Reduce -9.4% 7,927 $729K
Lee Danner & Bass Inc. 0.06% Add +2.3% 7,924 $729K
Moody LYNN Lieberson & Walker, LLC 0.04% No change 7,902 $727K
Wellspring Financial Advisors, LLC 0.06% Add +208.0% 7,885 $725K
Flagstone Financial Management 0.21% Reduce -0.6% 7,823 $719K
Fermata Advisors, LLC 0.19% Reduce -1.4% 7,817 $719K
Bensler, LLC 0.08% Add +0.0% 7,793 $717K
Buckhead Capital Management LLC 0.28% No change 7,791 $717K
Old Second National Bank of Aurora 0.16% No change 7,780 $716K
Avior Wealth Management, LLC 0.02% Reduce -33.1% 7,764 $714K
Central Bank & Trust Co. 0.12% Reduce -4.0% 7,753 $713K
Foster Dykema Cabot & Partners, LLC 0.05% No change 7,769 $712K
Summit Investment Advisory Services, LLC 0.31% Add +0.0% 7,691 $707K
Bragg Financial Advisors, Inc 0.03% Reduce -0.2% 7,657 $704K
JNBA Financial Advisors 0.07% No change 7,602 $699K
Destiny Wealth Partners, LLC 0.09% Reduce -0.3% 7,592 $698K
Empower Advisory Group, LLC 0.00% Add +21.6% 7,567 $696K
Invenio Wealth Partners LLC 0.28% Add +55.6% 7,529 $692K
Graypoint LLC 0.04% Reduce -17.2% 7,490 $689K
Caldwell Trust Co 0.07% Add +12.0% 7,484 $688K
BlueSky Wealth Advisors, LLC 0.10% No change 7,481 $688K
Certified Advisory Corp 0.07% Add +0.7% 7,470 $687K
Brady Family Wealth, LLC 0.21% No change 7,403 $681K
Angeles Wealth Management, LLC 0.05% No change 7,299 $671K
Walled Lake Planning & Wealth Management, LLC 0.22% Reduce -16.0% 7,293 $671K
Cassia Capital Partners, LLC 0.40% Reduce -0.8% 7,290 $670K
CWA Asset Management Group, LLC 0.03% Add +144.8% 7,279 $669K
ICW Investment Advisors LLC 0.26% Reduce -0.6% 7,274 $669K
Ascentis Independent Advisors 0.12% Reduce -0.2% 7,267 $668K
FourThought Financial Partners, LLC 0.07% No change 7,259 $668K
Brand Asset Management Group, Inc. 0.25% Add +22.0% 7,249 $667K
Madison Asset Management, LLC 0.01% Reduce -49.6% 7,194 $662K
Thompson Siegel & Walmsley LLC 0.01% No change 7,167 $659K
Greenhouse Wealth Management, LLC 0.42% Add +0.3% 7,137 $656K
Cynosure Group, LLC 0.07% Reduce -23.3% 7,136 $656K
Hunter Associates Investment Management LLC 0.10% Add +0.0% 7,142 $656K
Tranquility Partners, LLC 0.23% Add +0.9% 7,122 $655K
Smithfield Trust Co 0.03% No change 7,116 $651K
Stratos Investment Management, LLC 0.03% Add +0.1% 7,058 $649K
First Commonwealth Financial Corp 0.14% Reduce -2.6% 7,058 $649K
BOK Financial Private Wealth, Inc. 0.04% Reduce -0.1% 7,051 $648K
Americana Partners, LLC 0.02% New 7,050 $648K
Cranbrook Wealth Management, LLC 0.14% No change 7,020 $646K
Anson Capital, Inc. 0.51% No change 6,933 $638K
Bear Mountain Capital, Inc. 0.23% No change 6,784 $637K
McNaughton Wealth Management, LLC 0.28% Reduce -0.6% 6,897 $634K
First PREMIER Bank 0.15% Reduce -0.7% 6,877 $632K
Capital Analysts, LLC 0.02% Reduce -1.2% 6,840 $629K
Ballew Advisors, Inc 0.37% Add +0.0% 6,681 $626K
Thomasville National Bank 0.04% Reduce -1.3% 6,792 $625K
Moss Adams Wealth Advisors LLC 0.06% Reduce -0.8% 6,786 $624K
Wedmont Private Capital 0.03% Reduce -0.0% 6,654 $622K
Advisor OS, LLC 0.06% Add +2.1% 6,736 $620K
Davies Financial Advisors, Inc. 0.48% New 6,728 $619K
Carnegie Investment Counsel 0.01% Reduce -6.5% 6,704 $617K
Triad Wealth Partners, LLC 0.12% New 6,702 $616K
Affinity Capital Advisors, LLC 0.11% Add +53.5% 6,688 $615K
Cape Cod Five Cents Savings Bank 0.06% No change 6,907 $609K
SilverOak Wealth Management LLC 0.11% No change 6,610 $608K
Osborne Partners Capital Management, LLC 0.03% No change 6,600 $607K
Harbour Investments, Inc. 0.02% Reduce -0.7% 6,587 $606K
Veracity Capital LLC 0.21% Add +21.3% 6,538 $601K
Florida Trust Wealth Management Co 0.02% Reduce -5.1% 6,520 $600K
Advisory Resource Group 0.11% Reduce -1.9% 6,455 $594K
Segment Wealth Management, LLC 0.04% No change 6,449 $593K
Cordatus Wealth Management LLC 0.15% Reduce -0.5% 6,427 $591K
Postrock Partners LLC 0.28% Reduce -67.0% 6,376 $586K
Bar Harbor Wealth Management 0.04% Add +2.7% 6,346 $584K
Allen Mooney & Barnes Investment Advisors LLC 0.10% No change 6,333 $582K
Innovative Wealth Building LLC 0.48% Add +15.2% 6,325 $582K
Empowered Funds, LLC 0.01% New 6,318 $581K
Mathes Company, Inc. 0.22% No change 6,301 $580K
Uptick Partners, LLC 0.17% Add +62.5% 6,288 $578K
CVFG LLC 0.46% Add +3.5% 6,279 $577K
First Bancorp, Inc 0.33% No change 6,273 $577K
Reston Wealth Management LLC 0.20% Add +0.3% 6,272 $577K
Bangor Savings Bank 0.05% Reduce -0.7% 6,270 $577K
Altus Wealth Group LLC 0.25% Reduce -27.6% 6,261 $576K
Alesco Advisors, LLC, An ESL Co 0.02% No change 6,200 $570K
Centaurus Financial, Inc. 0.03% Add +2.6% 6,203 $570K
Valley Forge Investment Consultants Inc. Adv 0.18% No change 6,191 $569K
Windsor Capital Management, LLC 0.17% No change 6,170 $567K
Wise Wealth Partners 0.95% Add +77.1% 6,170 $567K
Hollencrest Capital Management 0.02% No change 6,120 $563K
Forum Financial Management, LP 0.01% No change 6,096 $561K
Sterling Investment Counsel, LLC 0.33% New 6,093 $560K
Sovran Advisors, LLC 0.06% Reduce -0.7% 5,980 $557K
First Nebraska Trust Co 0.05% No change 6,050 $556K
Richardson Capital Management LLC 0.29% No change 6,005 $552K
First American Trust, FSB 0.04% No change 5,995 $551K
MJP Associates Inc. 0.08% Add +2.3% 5,995 $551K
Edgemoor Investment Advisors, Inc. 0.05% No change 5,960 $548K
Allspring Global Investments Holdings, LLC 0.00% Add +30.4% 5,906 $547K
Fort Washington Investment Advisors Inc. 0.00% Reduce -4.4% 5,945 $547K
Park National Corp. 0.02% No change 5,941 $546K
SMI Advisory Services, LLC 0.11% Reduce -3.9% 5,891 $546K
Bolthouse Investments, LLC 0.54% No change 5,919 $544K
Bearing Point Capital, LLC 0.10% Reduce -10.8% 5,915 $544K
Brookstone Capital Management 0.01% Add +29.6% 5,907 $543K
Vickerman Investment Advisors, Inc. 0.12% No change 5,907 $543K
QRG Capital Management, Inc. 0.00% Add +7.7% 5,900 $543K
Pinnacle Bancorp, Inc. 0.17% Reduce -21.4% 5,887 $541K
Trust Co of the South 0.10% No change 5,880 $541K
Forum Private Client Group LLC 0.21% Add +1.5% 5,832 $536K
Kendall Capital Management 0.14% New 5,800 $533K
Joel Isaacson & Co., LLC 0.02% Add +0.1% 5,768 $530K
Kirtland Hills Capital Management, LLC 0.24% New 5,767 $530K
Fairfield, Bush & Co. 0.30% Reduce -0.1% 5,764 $530K
Dynamic Advisor Solutions LLC 0.02% Reduce -2.2% 5,762 $530K
My Personal CFO, LLC 0.24% Add +0.1% 5,718 $526K
Freestone Capital Holdings, LLC 0.02% Add +11.7% 5,712 $525K
Westmount Partners, LLC 0.14% No change 5,706 $525K
Alpha Financial Partners LLC 0.38% Reduce -2.9% 5,700 $524K
Palisade Asset Management, LLC 0.05% Reduce -0.2% 5,699 $524K
Clarity Capital Partners LLC 0.19% No change 5,681 $522K
Brueske Advisory Services, LLC 0.35% No change 5,655 $520K
Nicolet Bankshares Inc. 0.09% Add +0.7% 5,644 $519K
Sfmg, LLC 0.04% No change 5,637 $518K
Macroview Investment Management LLC 0.42% Add +6.6% 5,627 $517K
TFC Financial Management, Inc. 0.07% No change 5,605 $515K
Stevens Capital Partners 0.18% Add +8.2% 5,525 $515K
Sandy Cove Advisors, LLC 0.19% Reduce -10.3% 5,576 $513K
Salomon & Ludwin, LLC 0.05% No change 5,485 $511K
PKS Advisory Services, LLC 0.13% Reduce -2.0% 5,549 $510K
AQR Capital Management 0.00% New 5,537 $509K
AlphaStar Capital Management, LLC 0.04% New 5,529 $508K
Good Life Advisors, LLC 0.03% Add +35.0% 5,507 $506K
Blodgett Wealth Advisors, LLC 0.39% No change 5,468 $503K
Fourpath Capital Management, LLC 0.08% No change 5,465 $503K
Caldwell Sutter Capital, Inc. 0.23% Reduce -3.5% 5,464 $503K
Jamison Private Wealth Management, Inc. 0.07% No change 5,449 $501K
Register Financial Advisors LLC 0.22% Add +2.0% 5,444 $501K
Flagship Harbor Advisors, LLC 0.02% Reduce -1.9% 5,427 $499K
Israel Discount Bank of New York 1.89% Reduce -11.7% 5,412 $498K
Werba Rubin Papier Wealth Management 0.09% New 5,408 $497K
GW&K Investment Management, LLC 0.00% Add +4.8% 5,381 $495K
William Mack & Associates, Inc. 0.31% Add +0.3% 5,364 $493K
First National Bank & Trust Co. of Newtown 0.10% No change 5,344 $491K
Arbor Wealth Advisors LLC 0.40% No change 5,337 $491K
Harbour Capital Advisors, LLC 0.10% No change 5,260 $490K
Equitable Trust Co. 0.02% Reduce -2.4% 5,326 $490K
Encompass Wealth Advisors, LLC 0.18% Add +0.3% 5,309 $488K
Intrua Financial, LLC 0.07% No change 5,292 $487K
BCS Private Wealth Management, Inc. 0.18% — 5,270 $485K
CoreCap Advisors, LLC 0.02% Add +1.3% 5,250 $483K
International Assets Investment Management, LLC 0.04% Reduce -14.1% 5,243 $482K
Assetmark, Inc. 0.00% Add +65.4% 5,190 $477K
Canandaigua National Trust Co of Florida 0.34% Reduce -0.4% 5,180 $476K
SOL Capital Management CO 0.05% No change 5,180 $476K
Hirtle & Co., LLC 0.02% No change 5,143 $473K
AAF Wealth Management, LLC 0.22% Reduce -4.3% 5,139 $473K
LMCG Investments, LLC 0.03% No change 5,131 $472K
Crestwood Advisors Group, LLC 0.01% Add +60.0% 5,129 $472K
Bordeaux Wealth Advisors LLC 0.06% No change 5,118 $471K
DBK Financial Counsel, LLC 0.42% No change 5,105 $470K
Facet Wealth, Inc. 0.01% Add +74.8% 4,996 $468K
Guardian Asset Advisors, LLC 0.27% Add +0.2% 5,079 $468K
New Hampshire Trust 0.10% No change 5,069 $466K
Weil Company, Inc. 0.12% No change 5,036 $463K
Arthur M. Cohen & Associates, LLC 0.08% Add +0.2% 5,026 $462K
KFA Private Wealth Group, LLC 0.14% Reduce -2.1% 5,022 $462K
Mach-1 Financial Group, LLC 0.13% Reduce -3.3% 5,020 $462K
James J. Burns & Company, LLC 0.08% Reduce -14.6% 5,019 $462K
Everhart Financial Group, Inc. 0.05% No change 5,010 $461K
E&G Advisors, LLC 0.12% No change 5,000 $460K
Valued Retirements, Inc. 0.52% No change 4,990 $459K
Castle Wealth Management LLC 0.17% No change 4,960 $456K
Northeast Financial Consultants Inc 0.02% Reduce -20.6% 4,932 $454K
M1 Capital Management LLC 0.23% No change 4,858 $447K
Flagship Private Wealth, LLC 0.19% Add +0.4% 4,853 $446K
First Financial Corp. 0.20% No change 4,840 $445K
Golden State Wealth Management, LLC 0.05% Add +5.2% 4,831 $444K
Plancorp, LLC 0.02% Reduce -0.1% 4,831 $444K
Colonial Trust Co / SC 0.06% No change 4,825 $444K
Montag A & Associates Inc. 0.02% Reduce -28.9% 4,810 $442K
Clal Insurance Enterprises Holdings Ltd 0.00% No change 4,804 $442K
Lake Street Private Wealth, LLC 0.06% Reduce -11.5% 4,781 $440K
Rhumbline Advisers 0.00% Reduce -70.9% 4,778 $439K
NCM Capital Management, LLC 0.18% No change 4,752 $437K
Summit Trail Advisors, LLC 0.01% New 4,747 $437K
InvesTrust 0.17% No change 4,743 $436K
Jefferies Financial Group Inc. 0.01% No change 4,740 $436K
Burling Wealth Partners, LLC 0.08% Reduce -4.5% 4,734 $435K
Colonial Trust Advisors 0.04% No change 4,731 $435K
Betterment LLC 0.00% Reduce -2.9% 4,717 $434K
Legacy Financial Advisors, Inc. 0.07% No change 4,716 $434K
Holistic Financial Partners 0.19% No change 4,712 $433K
Stonebrook Private Inc. 0.10% No change 4,712 $433K
Lockerman Financial Group, Inc. 0.58% New 4,710 $433K
Brooklyn Investment Group 0.06% Add +340.5% 6,960 $433K
49 Wealth Management, LLC 0.05% Add +0.3% 4,702 $432K
Farmers & Merchants Trust Co of Chambersburg PA 0.14% No change 4,696 $432K
Cadence Bank 0.03% Reduce -0.3% 4,696 $432K
Resurgent Financial Advisors LLC 0.24% New 4,675 $430K
Broadview Financial Management, LLC 0.29% Reduce -0.9% 4,672 $430K
Antonelli Financial Advisors, LLC 0.31% Reduce -1.1% 4,658 $428K
Fortis Capital Advisors, LLC 0.08% Reduce -14.6% 4,655 $428K
Summit Financial, LLC 0.01% Add +39.3% 4,643 $427K
Ledyard National Bank 0.04% Reduce -1.1% 4,619 $425K
Christensen, King & Associates Investment Services, Inc. 0.19% Add +0.0% 4,619 $425K
West Oak Capital, LLC 0.21% No change 4,600 $423K
AdvisorNet Financial, Inc 0.03% Add +9.2% 4,599 $423K
Corepath Wealth Partners LLC 0.35% New 4,479 $420K
PBMares Wealth Management LLC 0.08% No change 4,553 $419K
Redhawk Wealth Advisors, Inc. 0.05% Add +3.0% 4,540 $418K
MWA Asset Management 0.26% Reduce -9.8% 4,539 $417K
King Wealth Management Group 0.06% No change 4,520 $416K
Invera Wealth Advisors, LLC 0.27% Reduce -0.6% 4,520 $416K
Patriot Financial Group Insurance Agency, LLC 0.05% Add +5.5% 4,480 $412K
Deutsche Bank AG 0.00% Reduce -6.1% 4,475 $412K
Bridgewater Advisors Inc. 0.03% No change 4,321 $409K
Hohimer Wealth Management, LLC 0.07% No change 4,450 $409K
Members Trust Co 0.01% New 4,449 $409K
Checchi Capital Advisers, LLC 0.03% Reduce -6.6% 4,444 $409K
Impact Partnership Wealth, LLC 0.08% Reduce -17.6% 4,441 $408K
BankPlus Trust Department 0.12% No change 4,437 $408K
Keel Point, LLC 0.03% New 4,434 $408K
WealthShield Partners, LLC 0.05% Add +9.8% 4,430 $407K
Advisory Alpha, LLC 0.01% Add +2.0% 4,414 $406K
HMS Capital Management, LLC 0.18% No change 4,393 $404K
IFG Advisory, LLC 0.02% Add +24.6% 4,358 $401K
Ameritas Advisory Services, LLC 0.02% Reduce -64.0% 4,340 $399K
Bell Bank 0.02% No change 4,331 $398K
Truepoint, Inc. 0.01% No change 4,313 $397K
Balefire, LLC 0.09% New 4,299 $395K
Legacy Wealth Management, LLC / MS 0.12% Reduce -60.5% 4,281 $394K
RFG Advisory, LLC 0.01% Add +11.8% 4,261 $392K
Wealthspire Retirement, LLC 0.03% Add +3.2% 4,248 $391K
Community Bank of Raymore 0.29% No change 4,229 $389K
MTM Investment Management, LLC 0.13% No change 4,229 $389K
Federation des caisses Desjardins du Quebec 0.00% No change 4,221 $388K
Bouchey Financial Group, Ltd. 0.03% No change 4,219 $388K
Endeavor Private Wealth, Inc. 0.18% Add +2.9% 4,219 $388K
Mgo One Seven LLC 0.01% Reduce -26.7% 4,218 $388K
BlueChip Wealth Advisors LLC 0.16% No change 4,218 $388K
Capital City Trust Co. 0.10% No change 4,214 $388K
Northeast Investment Management 0.02% Reduce -3.8% 4,209 $387K
Prudential Financial Inc. 0.00% Reduce -46.8% 4,200 $386K
Colorado Capital Management, Inc. 0.17% No change 4,199 $386K
Compass Capital Corp. /Ma/ 0.18% New 4,162 $386K
Duncan Williams Asset Management, LLC 0.12% Reduce -0.1% 4,182 $385K
Blue Zone Wealth Advisors, LLC 0.10% Add +0.9% 4,174 $384K
Trust Co 0.04% Reduce -17.4% 4,171 $384K
Sentinel Trust Co. Lba 0.04% No change 4,165 $383K
Versant Capital Management, Inc 0.06% No change 4,144 $381K
HM Payson & Co. 0.01% Add +4.6% 4,114 $378K
KMG Fiduciary Partners, LLC 0.03% Add +0.2% 4,109 $378K
Baker Avenue Asset Management, LP 0.01% Add +1.6% 4,108 $378K
Old Mission Investment Co LLC 0.10% No change 4,100 $377K
Arrow Financial Corp 0.04% No change 4,076 $375K
Lutz Financial Services LLC 0.03% No change 4,068 $374K
Aprio Wealth Management, LLC 0.04% Add +0.3% 4,059 $373K
Shelter Mutual Insurance Co 0.09% New 4,050 $372K
Phoenix Wealth Advisors 0.15% No change 4,001 $368K
REDW Wealth LLC 0.15% No change 4,000 $368K
Ironwood Wealth Management, LLC. 0.13% Reduce -18.9% 3,998 $368K
Associated Banc-Corp 0.01% Reduce -10.9% 3,996 $368K
Avantax Planning Partners, Inc. 0.01% No change 3,961 $364K
Prairie Wealth Advisors, Inc. 0.16% No change 3,960 $364K
Magnus Financial Group LLC 0.03% Reduce -1.7% 3,946 $363K
Sax Wealth Advisors, LLC 0.02% Add +4.9% 3,934 $362K
Financial Advocates Investment Management 0.03% Reduce -32.9% 3,903 $359K
First National Advisers, LLC 0.05% No change 3,900 $359K
McClarren Financial Advisors, Inc. 0.23% Add +4476.5% 3,890 $358K
Guidance Point Advisors, LLC 0.10% Add +0.1% 3,889 $358K
Tanager Wealth Management LLP 0.04% No change 3,884 $357K
Valley National Advisers Inc. 0.06% No change 3,888 $357K
Landmark Wealth Management, LLC 0.15% Add +3.3% 3,848 $354K
Bernardo Wealth Planning LLC 0.08% No change 3,837 $353K
Waterfront Wealth Inc. 0.08% Add +0.0% 3,826 $352K
PACK Private Wealth, LLC 0.19% No change 3,822 $352K
Financial Alternatives, Inc 0.23% No change 3,814 $351K
Eclectic Associates Inc. 0.08% No change 3,811 $350K
V2 Financial group LLC 0.21% No change 3,800 $349K
Optas, LLC 0.07% Reduce -6.9% 3,800 $349K
Fiduciary Advisors, Inc. 0.31% Add +520.5% 3,791 $349K
Evermay Wealth Management LLC 0.04% No change 3,784 $348K
CPA Asset Management Group, LLC 0.15% No change 3,779 $348K
CRA Financial Services, LLC 0.05% Reduce -8.0% 3,776 $347K
Ewa, LLC 0.11% New 3,764 $346K
Atlantic Edge Private Wealth Management, LLC 0.09% Reduce -17.6% 3,757 $346K
Rockwood Wealth Management, LLC 0.03% No change 3,743 $344K
Mitchell McLeod Pugh & Williams Inc. 0.06% No change 3,722 $342K
Winthrop Capital Management, LLC 0.09% No change 3,716 $342K
IMS Capital Management 0.16% No change 3,700 $340K
JGP Wealth Management, LLC 0.04% Add +8.8% 3,681 $339K
LBMC Investment Advisors, LLC 0.02% Add +1.4% 3,658 $336K
American Financial & Tax Strategies Inc. 0.17% Reduce -3.5% 3,653 $336K
Victory Financial Group, LLC 0.05% No change 3,639 $335K
First Manhattan Co. Llc. 0.00% Reduce -20.7% 3,638 $335K
Kingswood Wealth Advisors, LLC 0.03% Add +2.4% 3,629 $334K
Cordgrass Capital Advisors, LLC 0.09% No change 3,623 $333K
Townsend Asset Management Corp. /NC/ 0.12% Add +3.9% 3,614 $332K
RFG - Bristol Wealth Advisors, LLC 0.10% Reduce -2.9% 3,609 $332K
Hilltop Holdings Inc. 0.02% Reduce -89.2% 3,597 $331K
Poehling Capital Management, INC. 0.08% No change 3,588 $330K
Mutual Advisors, LLC 0.01% Add +21.4% 3,450 $329K
D. Scott Neal, Inc. 0.16% No change 3,560 $327K
Kavar Capital Partners Group, LLC 0.05% No change 3,558 $327K
Willow Creek Wealth Management Inc. 0.03% Reduce -13.1% 3,553 $327K
Herold Advisors, Inc. 0.07% Reduce -29.0% 3,550 $326K
Crewe Advisors LLC 0.05% Add +8.7% 3,549 $326K
United Bank 0.04% No change 3,537 $325K
Spinnaker Trust 0.02% No change 3,524 $324K
Topel & Distasi Wealth Management, LLC 0.17% No change 3,522 $324K
Howland Capital Management LLC 0.01% No change 3,516 $323K
Bruce G. Allen Investments, LLC 0.24% Add +0.3% 3,496 $322K
Wedgewood Investors Inc. 0.37% Reduce -5.3% 3,485 $321K
Chevy Chase Trust Holdings, LLC 0.00% No change 3,453 $318K
Journey Beyond Wealth, LLC 0.27% No change 3,448 $317K
Tritonpoint Wealth, LLC 0.03% Add +0.1% 3,410 $314K
Von Berge Wealth Management Group, LLC 0.18% Add +0.0% 3,317 $313K
Acima Private Wealth, LLC 0.11% No change 3,404 $313K
Quadrature Capital Ltd 0.01% New 3,402 $313K
Gallagher Fiduciary Advisors, LLC 0.01% Reduce -2.5% 3,396 $312K
Madden Advisory Services, Inc. 0.13% Reduce -3.6% 3,396 $312K
Union Savings Bank 0.14% No change 3,329 $312K
Towerpoint Wealth, LLC 0.14% New 3,380 $311K
Revolve Wealth Partners, LLC 0.04% No change 3,360 $309K
Nixon Peabody Trust Co. 0.02% Reduce -1.0% 3,350 $308K
Biltmore Family Office, LLC 0.05% No change 3,347 $308K
Kure Advisory, LLC 0.20% No change 3,335 $307K
United Community Bank 0.10% Reduce -17.5% 3,301 $304K
Guyasuta Investment Advisors Inc. 0.02% No change 3,300 $304K
Sage Financial Management Group, Inc. 0.10% Reduce -7.8% 3,293 $303K
Personal Cfo Solutions, LLC 0.06% New 3,288 $302K
Future Fund LLC 0.13% New 3,286 $302K
Alpine Bank Wealth Management 0.05% Reduce -14.3% 3,285 $302K
Meridian Investment Counsel Inc. 0.08% No change 3,275 $301K
Richardson Financial Services Inc. 0.20% New 3,238 $300K
Parkside Advisors LLC 0.07% New 3,259 $300K
Planwiser Financial, LLC 0.26% Reduce -2.7% 3,157 $300K
ARS Wealth Advisors Group, LLC 0.03% Reduce -6.9% 3,257 $300K
Detalus Advisors, LLC 0.09% Add +0.0% 3,256 $299K
GHP Investment Advisors, Inc. 0.01% Add +9.0% 3,229 $297K
AlTi Global, Inc. 0.01% No change 3,216 $296K
Waterloo Capital, L.P. 0.02% Reduce -96.7% 3,213 $296K
Schonfeld Strategic Advisors LLC 0.00% New 3,200 $294K
Vaughan David Investments LLC 0.01% No change 3,194 $294K
Centerpoint Advisory Group 0.25% New 3,190 $293K
Objectivity Squared, LLC 0.20% Add +0.3% 3,187 $293K
Riverview Trust Co 0.37% No change 3,180 $292K
Midwest Financial Group LLC 0.15% New 3,175 $292K
Diversified Portfolios, Inc. 0.03% No change 3,150 $290K
Pettyjohn, Wood & White, Inc. 0.05% New 3,149 $290K
Strategic Financial Concepts, LLC 0.04% Reduce -79.9% 3,139 $289K
National Bank of Canada 0.00% Reduce -14.6% 3,132 $288K
Heritage Financial Services, LLC 0.03% Add +3.8% 3,129 $288K
O'ROURKE & COMPANY, Inc 0.13% No change 3,125 $287K
Enterprise Bank & Trust Co 0.11% No change 3,122 $287K
Emerald Advisors, LLC 0.04% No change 3,117 $287K
Plan A Wealth LLC 0.16% Reduce -46.0% 3,115 $286K
Great Oak Capital Partners, LLC 0.08% Add +0.6% 3,067 $286K
Factor Wealth Management LTD 0.08% New 3,104 $285K
Three Cord True Wealth Management, LLC 0.21% No change 3,103 $285K
Arbor Investment Advisors, LLC 0.04% No change 3,099 $285K
Petros Family Wealth, LLC 0.26% No change 3,096 $285K
Marble Harbor Investment Counsel, LLC 0.03% No change 3,095 $285K
Main Line Retirement Advisors, LLC 0.16% Add +0.3% 3,094 $285K
Strategic Wealth Partners, Ltd. 0.02% — 3,091 $284K
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 0.05% No change 3,084 $284K
Peak Asset Management, LLC 0.05% No change 3,075 $283K
First County Bank 0.15% Reduce -1.8% 3,058 $281K
Weaver Consulting Group 0.08% No change 3,058 $281K
Chancellor Financial Group WB LP 0.22% Add +0.0% 3,046 $280K
Marshall & Sterling Wealth Advisors Inc. 0.19% No change 3,042 $280K
1834 Investment Advisors Co. 0.04% No change 3,028 $278K
Ulland Investment Advisors, LLC 0.23% No change 3,025 $278K
TPG Advisors LLC 0.20% No change 3,020 $278K
LVZ, Inc. 0.03% Add +20.7% 3,017 $277K
Obsidian Personal Planning Solutions LLC 0.11% New 3,015 $277K
Pure Financial Advisors, LLC 0.00% New 3,012 $277K
Accelerate Investment Advisors LLC 0.21% New 3,003 $276K
Peddock Capital Advisors, LLC 0.06% Reduce -3.8% 3,003 $276K
DHJJ Financial Advisors, Ltd. 0.10% No change 3,000 $276K
Tillman Hartley LLC 0.08% New 3,000 $276K
Royal Harbor Partners, LLC 0.10% Add +1.3% 2,987 $275K
Grey Ledge Advisors, LLC 0.07% No change 2,975 $274K
Galvin, Gaustad & Stein, LLC 0.02% No change 2,964 $273K
Tableaux LLC 0.16% No change 2,960 $272K
PGIM Custom Harvest LLC 0.01% Reduce -31.2% 2,958 $272K
Tobias Financial Advisors, Inc. 0.05% No change 2,944 $271K
First Bank & Trust 0.05% No change 2,943 $271K
TAGStone Capital, Inc. 0.11% No change 2,915 $271K
Apexium Financial, LP 0.01% Add +0.2% 2,937 $270K
Arete Wealth Advisors, LLC 0.02% Reduce -3.0% 2,923 $269K
Summit Wealth & Retirement Planning, Inc. 0.07% No change 2,924 $269K
Formidable Asset Management, LLC 0.04% No change 3,160 $269K
Strategic Blueprint, LLC 0.01% Add +15.8% 2,917 $268K
XTX Topco Ltd 0.01% New 2,903 $267K
Boston Common Asset Management, LLC 0.01% No change 2,902 $267K
Davis Investment Partners, LLC 0.09% No change 2,868 $264K
Principle Wealth Partners LLC 0.02% New 2,860 $263K
Main Street Financial Solutions, LLC 0.02% Reduce -1.2% 2,860 $263K
SeaCrest Wealth Management, LLC 0.03% New 2,848 $262K
Scotia Capital Inc. 0.00% No change 2,843 $261K
Enzi Wealth 0.10% No change 2,795 $260K
Octavia Wealth Advisors, LLC 0.03% Reduce -12.7% 2,826 $260K
TFG Advisers LLC 0.09% Reduce -1.2% 2,824 $260K
Old Mission Capital LLC 0.01% New 2,824 $260K
Cibc World Market Inc. 0.00% Add +7.8% 2,813 $259K
TigerOak Management, L.L.C. 0.09% No change 2,807 $258K
Shared Vision Wealth Group LLC 0.13% Reduce -2.3% 2,754 $258K
American Money Management, LLC 0.05% No change 2,800 $258K
Fairman Group, LLC 0.21% Add +4.9% 2,798 $257K
TCTC Holdings, LLC 0.01% No change 2,795 $257K
Exchange Capital Management, Inc. 0.04% No change 2,794 $257K
Nautilus Advisors LLC 0.19% Add +0.0% 2,789 $257K
Liberty Square Wealth Partners LLC 0.09% No change 2,782 $256K
CFS Investment Advisory Services, LLC 0.02% Reduce -7.9% 2,769 $255K
Amplius Wealth Advisors, LLC 0.02% New 2,767 $254K
Wealth Group Ltd 0.06% No change 2,753 $253K
Lantz Financial LLC 0.06% Add +8.8% 2,752 $253K
Stephenson & Company, Inc. 0.15% Reduce -3.5% 2,750 $253K
Texas Yale Capital Corp. 0.01% No change 2,730 $251K
Grandfield & Dodd, LLC 0.01% Add +1.4% 2,713 $250K
Vise Technologies, Inc. 0.01% — 2,711 $249K
Integral Investment Advisors, Inc. 0.07% Reduce -28.9% 2,706 $249K
Savvy Advisors, Inc. 0.02% Reduce -11.1% 2,702 $248K
Archford Capital Strategies, LLC 0.03% No change 2,700 $248K
Tortoise Investment Management, LLC 0.02% No change 2,700 $248K
Perkins Coie Trust Co 0.04% Reduce -0.7% 2,700 $248K
Aspen Investment Management Inc 0.10% No change 2,700 $248K
Abundance Wealth Counselors 0.05% Reduce -6.0% 2,698 $248K
Front Row Advisors LLC 0.09% Add +6.3% 2,694 $248K
Trail Ridge Investment Advisors, LLC 0.12% Reduce -4.1% 2,643 $248K
jvl associates llc 0.09% No change 2,676 $246K
Brandywine Trust Co. 0.04% No change 2,667 $245K
TruWealth Advisors, LLC 0.01% No change 2,664 $245K
Burney Co./ 0.01% Reduce -3.3% 2,644 $243K
Silverleafe Capital Partners, LLC 0.08% No change 2,640 $243K
SoundView Advisors Inc. 0.09% New 2,642 $242K
Pinkerton Wealth, LLC 0.03% New 2,621 $241K
Alaethes Wealth, LLC 0.07% Reduce -31.4% 2,618 $241K
Integrity Alliance, Llc. 0.01% Reduce -0.3% 2,612 $240K
FSM Wealth Advisors, LLC 0.04% No change 2,570 $239K
ICONIQ Capital, LLC 0.00% No change 2,595 $239K
Thrive Wealth Management, LLC 0.04% No change 2,593 $238K
Summit X, LLC 0.04% No change 2,578 $237K
Marino, Stram & Associates LLC 0.05% Reduce -4.0% 2,577 $237K
MRP Capital Investments, LLC 0.16% No change 2,571 $236K
Henrickson Nauta Wealth Advisors, Inc. 0.08% Reduce -1.4% 2,568 $236K
Pacific Sun Financial Corp 0.12% No change 2,565 $236K
Founders Financial Alliance, LLC 0.05% Reduce -51.6% 2,559 $235K
Asio Capital, LLC 0.04% No change 2,550 $235K
BridgePort Financial Solutions, LLC 0.08% New 2,531 $233K
Accredited Investor Services, LLC 0.18% No change 2,520 $232K
Mason Investment Advisory Services, Inc. 0.01% Add +0.0% 2,519 $232K
Ignite Planners, LLC 0.04% No change 2,466 $232K
Clear Creek Financial Management, LLC 0.02% No change 2,518 $232K
Vectors Research Management, LLC 0.08% No change 2,507 $231K
Adirondack Trust Co. 0.08% Reduce -31.5% 2,505 $230K
ARS Investment Partners, LLC 0.02% No change 2,500 $230K
Alpha Omega Wealth Management LLC 0.04% No change 2,498 $230K
American Trust 0.02% New 2,483 $228K
Fidelity D & D Bancorp Inc. 0.14% Reduce -14.3% 2,476 $228K
Partners Wealth Management, LLC 0.26% No change 2,666 $228K
Nilsine Partners, LLC 0.02% New 2,474 $228K
Bellevue Asset Management, LLC 0.11% Add +3.4% 2,466 $227K
Vident Advisory, LLC 0.00% No change 2,465 $227K
Horizons Wealth Management 0.16% Reduce -2.3% 2,463 $227K
Trust Co. of Vermont 0.01% No change 2,456 $226K
HighMark Wealth Management LLC 0.11% Reduce -10.0% 2,450 $225K
Integrity Investment Advisors, LLC 0.17% Add +0.3% 2,450 $225K
Keystone Wealth Services, LLC 0.05% No change 2,448 $225K
Frisch Financial Group, Inc. 0.05% Add +0.3% 2,431 $224K
Legacy Advisors, LLC 3.54% — 20,593 $224K
Hillman Capital Management, Inc. 0.12% Add +0.2% 2,433 $224K
Enclave Advisors LLC 0.04% Reduce -6.8% 2,430 $224K
Monte Financial Group, LLC 0.09% New 2,422 $223K
GDS Wealth Management 0.02% No change 2,414 $222K
Hobbs Group Advisors, LLC 0.08% No change 2,410 $222K
Novus Advisors, LLC 0.34% Reduce -41.1% 2,401 $221K
Baldwin Wealth Partners LLC 0.01% Reduce -2.3% 2,396 $220K
Dunhill Financial, LLC 0.06% Add +2.9% 2,390 $220K
Hilltop Partners LLC 0.07% New 2,387 $220K
Advus Financial Partners, LLC 0.06% Add +0.5% 2,376 $219K
Romano Brothers and Company 0.03% No change 2,375 $218K
Berkshire Asset Management LLC 0.01% No change 2,373 $218K
Creative Capital Management Investments LLC 0.08% No change 2,368 $218K
Fiduciary Group, LLC 0.02% New 2,368 $218K
Apella Capital, LLC 0.01% New 2,339 $218K
Bollard Group LLC 0.01% Add +0.2% 2,356 $217K
Courage Miller Partners, LLC 0.07% No change 2,354 $216K
Warburton Capital Management, LLC 0.13% New 2,272 $215K
Tyler-Stone Wealth Management 0.03% New 2,332 $215K
Fairview Capital Investment Management, LLC 0.01% New 2,328 $214K
DiNuzzo Private Wealth, Inc. 0.03% No change 2,325 $214K
Tradition Wealth Management, LLC 0.02% New 2,324 $214K
Compass Ion Advisors, LLC 0.02% New 2,316 $213K
Pitcairn Co. 0.01% New 2,312 $213K
OneAscent Financial Services LLC 0.02% New 2,295 $212K
Welch Group, LLC 0.01% New 2,304 $212K
Athena Investment Management 0.12% New 2,299 $211K
Ritholtz Wealth Management 0.00% Reduce -18.0% 2,299 $211K
Benchmark Financial Wealth Advisors, LLC 0.07% New 2,288 $210K
Olistico Wealth, LLC 0.12% Reduce -0.1% 2,285 $210K
MainStreet Investment Advisors LLC 0.03% New 2,283 $210K
Pure Portfolios Holdings LLC 0.07% Reduce -7.9% 2,282 $210K
Confluence Wealth Services, Inc. 0.01% New 2,280 $210K
17 Capital Partners, LLC 0.12% New 2,277 $209K
First Trust Advisors LP 0.00% Reduce -30.6% 2,254 $207K
Premier Financial Group 0.06% — 2,208 $207K
Trexquant Investment LP 0.00% New 2,245 $206K
Beacon Capital Management, LLC 0.03% Add +10.9% 2,244 $206K
Roehl & Yi Investment Advisors, LLC 0.11% Reduce -13.9% 2,242 $206K
Silver Oak Securities, Incorporated 0.02% New 2,227 $205K
Firestone Capital Management 0.05% New 2,224 $205K
Mission Creek Capital Partners, Inc. 0.05% New 2,217 $204K
Stokes Family Office, LLC 0.02% New 2,208 $203K
Impact Capital Partners LLC 0.07% New 2,205 $203K
Financial Advisory Corp 0.03% New 2,200 $202K
Horizon Investment Services, LLC 0.09% New 2,198 $202K
Twin Peaks Wealth Advisors, LLC 0.07% New 2,147 $202K
Carlton Hofferkamp & Jenks Wealth Management, LLC 0.07% New 2,136 $201K
Fingerlakes Wealth Management, Inc. 0.15% New 2,189 $201K
Marion Wealth Management 0.05% New 2,188 $201K
Norris Perne & French LLP 0.01% New 2,187 $201K
Pettee Investors, Inc. 0.12% New 2,184 $201K
Topsail Wealth Management, LLC 0.03% No change 2,076 $191K
Teachers Insurance & Annuity Association of America 0.24% No change 2,062 $190K
Park Place Capital Corp 0.04% Reduce -23.7% 1,941 $180K
Westwind Capital 0.04% No change 1,943 $179K
Millstone Evans Group, LLC 0.12% Reduce -17.1% 1,932 $178K
Parkworth Wealth Management, Inc. 0.13% Add +0.3% 1,898 $175K
Ballast Advisors LLC 0.05% Reduce -1.2% 1,873 $172K
Capital Advisors, Ltd. LLC 0.02% No change 1,840 $169K
Integrity Financial Corp 0.08% No change 1,805 $166K
Painted Porch Advisors LLC 0.07% No change 1,800 $166K
LGT Financial Advisors LLC 0.41% Add +0.3% 1,767 $163K
EverSource Wealth Advisors, LLC 0.01% Reduce -30.1% 1,761 $162K
FWL Investment Management, LLC 0.05% Reduce -2.8% 1,759 $162K
Hazlett, Burt & Watson, Inc. 0.07% No change 1,741 $160K
Aristotle Capital Boston, LLC 0.01% Reduce -72.9% 1,692 $156K
FSA Wealth Management LLC 0.06% Reduce -1.8% 1,681 $155K
Rothschild Investment LLC 0.01% No change 1,638 $151K
Capital Investment Counsel, Inc 0.02% Add +43.5% 1,598 $147K
Hamilton Point Investment Advisors, LLC 0.02% Reduce -7.0% 1,555 $143K
CVA Family Office, LLC 0.02% No change 1,539 $142K
Financial Freedom, LLC 0.08% Add +0.1% 1,533 $141K
Edmond DE Rothschild Holding S.A. 0.00% No change 1,523 $140K
MJT & Associates Financial Advisory Group, Inc. 0.17% No change 1,500 $138K
New Republic Capital, LLC 0.05% Add +1.4% 1,471 $135K
LRI Investments, LLC 0.01% No change 1,460 $134K
Medallion Wealth Advisors, LLC 0.05% No change 1,420 $132K
Cetera Trust Company, N.A 0.08% Add +90.0% 1,425 $131K
CNB Bank 0.06% No change 1,425 $131K
Capital Investment Advisory Services, LLC 0.01% Reduce -7.1% 1,421 $131K
High Note Wealth, LLC 0.03% Reduce -9.7% 1,410 $130K
MorganRosel Wealth Management, LLC 0.04% No change 1,407 $129K
Covenant Partners, LLC 0.04% Reduce -9.3% 1,367 $126K
Morris Financial Concepts, Inc. 0.05% No change 1,364 $125K
Ameriflex Group, Inc. 0.07% Reduce -38.6% 1,363 $125K
Elevation Wealth Partners, LLC 0.05% No change 1,345 $124K
Nemes Rush Group LLC 0.01% Reduce -87.0% 1,325 $122K
Glen Eagle Advisors, LLC 0.02% No change 1,292 $119K
Darwin Wealth Management, LLC 0.04% Add +0.6% 1,277 $117K
Vermillion & White Wealth Management Group, LLC 0.08% No change 1,276 $117K
Provenance Wealth Advisors, LLC 0.02% No change 1,275 $117K
Mechanics Financial Corp 0.05% Reduce -14.0% 1,231 $113K
Motco 0.01% Reduce -7.7% 1,208 $113K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% No change 1,209 $111K
Marquette Associates, Inc. 0.11% No change 1,197 $110K
Anchor Investment Management, LLC 0.01% No change 1,168 $107K
Truvestments Capital LLC 0.02% Reduce -41.2% 1,140 $105K
Financial Perspectives, Inc 0.03% No change 1,085 $100K
Elevation Point Wealth Partners, LLC 0.01% New 1,082 $99K
West Financial Advisors, LLC 0.02% No change 1,040 $96K
Arcadia Investment Advisors LLC 0.05% No change 1,038 $95K
Koesten, Hirschmann & Crabtree, INC. 0.05% No change 1,000 $92K
Avalon Trust Co 0.01% No change 1,000 $92K
Harris Associates (Oakmark Funds) 0.00% New 1,000 $92K
Clearstead Trust, LLC 0.02% Add +398.0% 996 $92K
Comprehensive Financial Planning, Inc. 0.07% Add +0.2% 993 $91K
Lowe Wealth Advisors, LLC 0.03% Reduce -34.3% 958 $88K
Hopwood Financial Services, Inc. 0.07% No change 945 $87K
Washington Trust Advisors, Inc. 0.01% Reduce -22.1% 931 $86K
Ridgewood Investments LLC 0.04% No change 928 $85K
Morse Asset Management, Inc 0.02% Add +1.1% 921 $85K
Piscataqua Savings Bank 0.07% New 900 $83K
Asset Dedication, LLC 0.01% No change 887 $82K
Rossby Financial, LCC 0.03% Add +137.6% 872 $80K
Bogart Wealth, LLC 0.00% Reduce -49.7% 850 $78K
GPS Wealth Strategies Group, LLC 0.01% Add +30.7% 835 $77K
Roxbury Financial LLC 0.07% Add +0.1% 831 $76K
Pittenger & Anderson Inc. 0.00% No change 766 $70K
Redwood Park Advisors LLC 0.05% No change 749 $69K
Barrett & Company, Inc. 0.03% No change 749 $69K
Highline Wealth Partners LLC 0.02% No change 738 $68K
Glass Jacobson Investment Advisors llc 0.03% Add +205.1% 720 $66K
Quantbot Technologies LP 0.00% New 699 $64K
Quaker Wealth Management, LLC 0.02% — 686 $63K
Hughes Financial Services, LLC 0.01% Reduce -2.8% 668 $62K
American Capital Advisory, LLC 0.03% No change 675 $62K
MPWM Advisory Solutions, LLC 0.04% Reduce -12.3% 672 $62K
Rialto Wealth Management, LLC 0.02% No change 667 $61K
WealthCollab, LLC 0.03% Reduce -66.0% 664 $61K
North Capital, Inc. 0.05% Reduce -43.1% 659 $61K
Colony Family Offices, LLC 0.02% No change 638 $59K
Robinswood Financial LLC 0.02% Add +7.1% 618 $57K
Eq Wealth Advisors, LLC 0.04% No change 604 $56K
Morling Financial Advisors, LLC 0.02% No change 600 $55K
SIMA Wealth Partners, LLC 0.04% Reduce -21.8% 584 $54K
Copia Wealth Management 0.05% Add +0.7% 584 $54K
Providence Capital Advisors, LLC 0.01% New 580 $53K
Transamerica Financial Advisors, LLC 0.01% Reduce -11.3% 576 $53K
Milestone Investment Advisors LLC 0.01% No change 562 $52K
Woodside Wealth Management LLC 0.04% No change 560 $52K
Berkshire Money Management, Inc. 0.01% New 553 $51K
Private Wealth Management Group, LLC 0.02% No change 518 $48K
Garde Capital, Inc. 0.00% No change 516 $47K
Financial Gravity Companies, Inc. 0.01% — 513 $47K
Cedar Mountain Advisors, LLC 0.01% No change 509 $47K
Realta Investment Advisors 0.02% Add +0.2% 504 $46K
New Millennium Group LLC 0.03% No change 501 $46K
Bank of New Hampshire 0.01% No change 500 $46K
Coston, McIsaac & Partners 0.01% Reduce -10.7% 500 $45K
AllSquare Wealth Management LLC 0.02% No change 480 $44K
Key Financial Inc 0.01% Reduce -58.9% 472 $43K
Rise Advisors, LLC 0.02% Add +0.4% 471 $43K
Atlantic Private Wealth, LLC 0.03% New 466 $43K
Provident Wealth Management, LLC 0.01% No change 460 $42K
Pacific Center for Financial Services 0.01% No change 448 $41K
Vaughan Nelson Investment Management, L.P. 0.00% New 436 $40K
Oliver Lagore Vanvalin Investment Group 0.02% — 468 $40K
Crews Bank & Trust 0.01% Add +54.5% 425 $39K
Moisand Fitzgerald Tamayo, LLC 0.00% No change 418 $38K
Atticus Wealth Management, LLC 0.01% Add +123.1% 415 $38K
Legacy Investment Solutions, LLC 0.02% — 410 $38K
Legacy Wealth Managment, LLC 0.02% No change 410 $38K
Mascoma Wealth Management LLC 0.01% Reduce -5.4% 406 $37K
Traub Capital Management LLC 0.03% — 400 $37K
Creative Financial Designs Inc. 0.00% Add +10.6% 398 $37K
Wolff Wiese Magana LLC 0.02% Reduce -4.3% 398 $37K
Physician Wealth Advisors, Inc. 0.01% Reduce -7.8% 393 $36K
Headlands Technologies LLC 0.00% Reduce -24.8% 392 $36K
Breakwater Investment Management 0.01% No change 388 $36K
Cardiff Park Advisors, LLC 0.00% No change 380 $35K
Hoese & Co LLP 0.03% No change 366 $34K
First Command Advisory Services, Inc. 0.00% Reduce -40.9% 366 $34K
Security National Bank 0.01% No change 360 $33K
Future Financial Wealth Managment LLC 0.02% No change 343 $32K
Paladin Advisory Group, LLC 0.02% No change 337 $31K
TOWER TRUST & INVESTMENT Co 0.02% No change 320 $29K
Arax Advisory Partners 0.00% No change 316 $29K
HHM Wealth Advisors, LLC 0.00% New 312 $29K
Concord Wealth Partners 0.00% Reduce -50.0% 305 $28K
Advantage Trust Co 0.01% New 304 $28K
Peoples Financial Services Corp. 0.01% No change 300 $28K
First Pacific Financial 0.00% No change 300 $28K
Godsey & Gibb, Inc. 0.00% No change 300 $28K
SJS Investment Consulting Inc. 0.00% No change 295 $27K
Evolution Wealth Management Inc. 0.03% — 245 $23K
Christopher J. Hasenberg, Inc 0.01% No change 241 $22K
Pin Oak Investment Advisors Inc. 0.02% No change 247 $21K
Hemington Wealth Management 0.00% Reduce -81.4% 231 $21K
St Germain D J Co. Inc. 0.00% New 216 $20K
Raleigh Capital Management Inc. 0.01% Add +2587.5% 215 $20K
Consultiva Wealth Management, Corp. 0.06% No change 206 $19K
Westside Investment Management, Inc. 0.00% No change 200 $18K
RMG Wealth Management LLC 0.00% — 193 $18K
Smallwood Wealth Investment Management, LLC 0.01% No change 190 $17K
Gables Capital Management Inc. 0.01% No change 190 $17K
Core Alternative Capital 0.00% No change 190 $17K
CX Institutional 0.00% Reduce -75.7% 184 $17K
Fourth Dimension Wealth, LLC 0.01% Reduce -24.3% 184 $17K
McIlrath & Eck, LLC 0.00% No change 182 $17K
Eukles Asset Management 0.01% No change 166 $15K
West Branch Capital LLC 0.00% No change 160 $15K
Armstrong Advisory Group, Inc. 0.00% No change 159 $15K
NFSG Corp 0.00% No change 145 $13K
SRH Advisors, LLC 0.00% No change 144 $13K
Main Management LLC 0.00% No change 144 $13K
Cornerstone National Bank & Trust Co 0.01% No change 141 $13K
Sound Income Strategies, LLC 0.00% Reduce -23.5% 140 $13K
Signaturefd, LLC 0.00% Reduce -72.2% 138 $13K
Smartleaf Asset Management LLC 0.00% Add +45.7% 137 $13K
Exchange Traded Concepts, LLC 0.00% New 132 $12K
Annis Gardner Whiting Capital Advisors, LLC 0.00% No change 131 $12K
NWK Group, Inc. 0.00% No change 128 $12K
IAG Wealth Partners, LLC 0.00% No change 126 $12K
Tucker Asset Management LLC 0.00% No change 124 $11K
Transce3nd, LLC 0.00% Reduce -25.5% 117 $11K
Flagship Wealth Advisors, LLC 0.00% No change 109 $10K
2UniFi Bank 0.01% No change 108 $10K
Jackson, Grant Investment Advisers, Inc. 0.00% Add +26.6% 100 $9K
Pandora Wealth, Inc. 0.01% New 100 $9K
Nalls Sherbakoff Group, LLC 0.01% No change 96 $9K
Rosenberg Matthew Hamilton 0.00% Add +257.7% 93 $9K
Towne Trust Company, N.A 0.00% No change 92 $8K
Hilltop National Bank 0.00% — 87 $8K
First Community Trust NA 0.01% New 74 $7K
Valued Wealth Advisors LLC 0.00% New 52 $5K
Abound Wealth Management 0.00% Add +25.6% 49 $5K
BTG Pactual Asset Management US LLC 0.00% New 49 $5K
Keystone Global Partners, LLC 0.00% No change 49 $5K
Capital A Wealth Management, LLC 0.04% Add +206.3% 49 $4K
City State Bank 0.00% New 40 $4K
Frazier Financial Advisors, LLC 0.00% No change 39 $4K
VSM Wealth Advisory, LLC 0.00% No change 39 $4K
Howe & Rusling Inc. 0.00% New 38 $3K
Iron Horse Wealth Management, LLC 0.00% New 33 $3K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.00% New 25 $2K
Quest 10 Wealth Builders, Inc. 0.00% No change 24 $2K
Sellwood Investment Partners LLC 0.00% No change 24 $2K
Avion Wealth 0.00% No change 22 $2K
10Elms LLP 0.00% No change 20 $2K
Spurstone Advisory Services, LLC 0.02% No change 17 $2K
Horizon Investments, LLC 0.00% New 16 $1K
N.E.W. Advisory Services LLC 0.00% Reduce -96.1% 14 $1K
CKW Financial Group 0.00% New 7 $1K
Logan Capital Management Inc. 0.00% No change 10 $920
Creekmur Asset Management LLC 0.00% No change 9 $828
Luminist Capital LLC 0.00% No change 8 $741
London Co. of Virginia 0.00% Add +200.0% 6 $596
SYM FINANCIAL Corp 0.00% No change 5 $472
Global Wealth Strategies & Associates 0.00% Reduce -88.2% 2 $184
Performa Ltd (US), LLC 0.00% No change 1 $92
Harbor Capital Advisors, Inc. 0.00% Reduce -85.7% 4 $0

"% 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.