iShares Russell Mid-Cap ETFIWRETF
13F holders, Q2 2025 (June 30)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
| Institutions | Total Value | |
|---|---|---|
| New Positions | 113 | $54.7M |
| Exits | 46 | $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.