iShares Russell Mid-Cap ETFIWRETF
13F holders, Q4 2025 (December 31)1,527holders +96
93new positions
62sold out
4famous investors
$96.27avg. 13F price*
At the end of Q4 2025, 1,527 institutions reported holding iShares Russell Mid-Cap ETF (IWR) in their 13F filings, up 96 from Q3 2025. 93 opened new positions and 62 sold out. The largest holders were Jones Financial Companies LLLP ($7.6B), Bank of America Corp. ($6.4B) and Wells Fargo & Company ($4.0B). 4 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).
- Company
- iShares Russell Mid-Cap ETF
- CUSIP
- 464287499
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 93 | $69.5M |
| Exits | 62 | $89.9M |
All 13F filers, Q3 2025 → Q4 2025: 20,518,865 shares bought and 5,074,411 shares sold, net +15,444,454 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,527 holders
| Jones Financial Companies LLLP | 4.63% | Add +4.8% | 78,920,855 | $7.6B |
| Bank of America Corp. | 0.47% | Add +6.6% | 66,569,630 | $6.4B |
| Wells Fargo & Company | 0.79% | Add +3.6% | 41,686,088 | $4.0B |
| US Bancorp \de | 1.46% | Reduce -5.2% | 12,928,971 | $1.2B |
| PNC Financial Services Group, Inc. | 0.66% | Reduce -2.0% | 12,497,707 | $1.2B |
| Morgan Stanley | 0.06% | Add +4.5% | 10,797,769 | $1.0B |
| Bank of New York Mellon Corp | 0.18% | Add +7.5% | 10,779,440 | $1.0B |
| Northern Trust Corp. | 0.13% | Add +5.4% | 10,331,591 | $994.6M |
| Baird Financial Group, Inc. | 1.30% | Add +2.6% | 8,681,469 | $835.8M |
| Royal Bank of Canada | 0.13% | Add +12.9% | 7,911,910 | $761.7M |
| JPMorgan Chase & Co. | 0.04% | Add +1.7% | 6,739,350 | $648.8M |
| UBS Group AG | 0.11% | Reduce -0.1% | 6,013,686 | $578.9M |
| Envestnet Asset Management Inc. | 0.13% | Add +13.9% | 4,598,654 | $442.7M |
| Truist Financial Corp. | 0.54% | Reduce -0.3% | 4,180,346 | $402.4M |
| FMR LLC | 0.02% | Add +0.2% | 4,056,476 | $390.5M |
| AMG National Trust Bank | 8.65% | Add +0.4% | 3,811,621 | $366.9M |
| LPL Financial LLC | 0.09% | Add +9.8% | 3,520,066 | $338.9M |
| Tiaa Trust, National Association | 0.74% | Reduce -3.5% | 3,218,434 | $309.8M |
| CIBC Private Wealth Group LLC | 0.51% | Add +6.4% | 3,149,600 | $303.2M |
| Raymond James Financial Inc. | 0.09% | Add +4.7% | 2,921,334 | $281.2M |
| Ameriprise Financial Inc. | 0.06% | Reduce -10.4% | 2,824,289 | $271.9M |
| Johnson Investment Counsel Inc. | 2.22% | Add +5.5% | 2,817,442 | $271.2M |
| Cetera Investment Advisers | 0.24% | Add +3.7% | 2,256,436 | $217.2M |
| Fifth Third Bancorp | 0.62% | Reduce -1.5% | 2,026,270 | $195.1M |
| Natixis Advisors, LLC | 0.27% | Add +16.8% | 1,961,998 | $188.9M |
| Goldman Sachs Group Inc. | 0.03% | Reduce -2.7% | 1,941,979 | $187.0M |
| Pathstone Holdings, LLC | 0.71% | Reduce -3.1% | 1,908,855 | $183.8M |
| Mariner, LLC | 0.20% | Add +2.4% | 1,775,314 | $170.9M |
| Keybank National Association | 0.54% | Reduce -0.6% | 1,569,761 | $151.1M |
| Bank of Montreal | 0.06% | Add +10.0% | 1,547,309 | $149.0M |
| Commerce Bank | 0.79% | Reduce -0.9% | 1,483,919 | $142.9M |
| Glenview Trust Co | 1.94% | Add +1.3% | 1,306,463 | $125.8M |
| Pinnacle Financial Partners, Inc. | 0.91% | — | 1,249,158 | $120.3M |
| Oakworth Capital, Inc. | 6.23% | Add +2.5% | 1,185,497 | $114.1M |
| Northwestern Mutual Wealth Management Co. | 0.07% | Add +10.3% | 1,179,604 | $113.6M |
| First Western Trust Bank | 5.06% | Reduce -1.7% | 1,069,278 | $102.9M |
| Janney Montgomery Scott LLC | 0.23% | Add +1.1% | 1,046,568 | $100.8M |
| UMB Bank, n.a. | 1.24% | Add +6.5% | 965,862 | $93.0M |
| Alerus Financial NA | 4.53% | Add +156.9% | 962,625 | $92.7M |
| German American Bancorp, Inc. | 7.86% | Reduce -0.5% | 958,983 | $92.3M |
| Creative Planning | 0.06% | Add +1.2% | 939,565 | $90.5M |
| Waverly Advisors, LLC | 0.73% | Add +427.2% | 933,429 | $89.9M |
| Rockefeller Capital Management L.P. | 0.16% | Add +36.4% | 925,575 | $89.1M |
| WASHINGTON TRUST Co | 2.88% | Reduce -1.5% | 914,786 | $88.1M |
| Commonwealth Equity Services, LLC | 0.12% | Reduce -12.3% | 909,115 | $87.5M |
| Atlantic Union Bankshares Corp | 1.61% | Add +1.6% | 891,214 | $85.8M |
| Wealth Enhancement Advisory Services, LLC | 0.12% | Add +3.9% | 858,615 | $85.7M |
| Lido Advisors, LLC | 0.34% | Reduce -3.7% | 885,351 | $85.3M |
| JMG Financial Group, Ltd. | 2.35% | Reduce -2.4% | 868,158 | $83.6M |
| Cerity Partners LLC | 0.12% | Add +0.9% | 859,813 | $82.8M |
| Albion Financial Group | 5.11% | Reduce -2.4% | 853,473 | $82.2M |
| Clearstead Advisors, LLC | 0.93% | Reduce -0.4% | 765,011 | $73.6M |
| Factory Mutual Insurance Co. | 0.74% | No change | 758,700 | $73.0M |
| NorthRock Partners, LLC | 1.17% | Add +34.8% | 718,922 | $69.2M |
| International City Management Association Retirement Corp | 34.32% | No change | 702,067 | $67.6M |
| Osaic Holdings, Inc. | 0.10% | Reduce -9.1% | 688,543 | $66.3M |
| Millburn Ridgefield LLC | 1.57% | No change | 685,140 | $66.0M |
| Catalyst Capital Advisors LLC | 1.36% | No change | 685,140 | $66.0M |
| Badgley Phelps Wealth Managers, LLC | 1.21% | Add +3.5% | 684,261 | $65.9M |
| Franklin Resources Inc. | 0.02% | Add +3.0% | 666,823 | $64.2M |
| Citizens Business Bank | 10.41% | Add +0.5% | 654,638 | $63.0M |
| Kayne Anderson Rudnick Investment Management LLC | 0.16% | Add +48.5% | 608,409 | $58.6M |
| Corient Private Wealth LP | 0.08% | Add +54.6% | 579,400 | $55.9M |
| Comerica Bank | 0.21% | Reduce -0.3% | 555,003 | $53.4M |
| Steward Partners Investment Advisory, LLC | 0.28% | Add +8.8% | 528,873 | $50.9M |
| HighTower Advisors, LLC | 0.06% | Add +0.0% | 522,393 | $50.3M |
| First Foundation Advisors | 1.88% | Add +2.1% | 518,013 | $49.9M |
| Stock Yards Bank & Trust Co. | 1.52% | Add +1.4% | 517,524 | $49.8M |
| Focus Partners Wealth | 0.06% | Add +6.9% | 501,958 | $48.3M |
| Composition Wealth, LLC | 0.67% | Reduce -3.8% | 487,790 | $47.0M |
| Cambridge Investment Research Advisors, Inc. | 0.12% | Reduce -0.6% | 476,698 | $45.9M |
| Principal Financial Group Inc. | 0.02% | Add +682.1% | 459,253 | $44.2M |
| Stegner Investment Associates Inc. | 22.66% | Add +10.2% | 442,962 | $42.6M |
| MAI Capital Management | 0.24% | Add +1.8% | 439,833 | $42.3M |
| River Wealth Advisors LLC | 4.64% | Add +4.5% | 430,189 | $41.4M |
| BNP Paribas Financial Markets | 0.03% | Reduce -47.3% | 428,507 | $41.3M |
| Stephens Inc. | 0.51% | Reduce -0.1% | 425,152 | $40.9M |
| M&T Bank Corp | 0.13% | Reduce -1.9% | 423,095 | $40.7M |
| BlackRock, Inc. | 0.00% | Add +3.5% | 396,239 | $38.1M |
| Dakota Wealth Management | 0.63% | Reduce -1.2% | 370,981 | $35.7M |
| Brown Advisory Inc. | 0.05% | Add +10.6% | 370,965 | $35.7M |
| Captrust Financial Advisors | 0.07% | Reduce -2.4% | 359,800 | $34.6M |
| Gilbert & Cook, Inc. | 4.27% | Reduce -2.7% | 352,588 | $33.9M |
| Wilmington Savings Fund Society, FSB | 0.79% | Add +3.3% | 347,503 | $33.5M |
| Coastline Trust Co | 3.13% | Reduce -5.1% | 345,238 | $33.2M |
| Legacy Edge Advisors, LLC | 3.49% | Add +8.7% | 330,997 | $31.9M |
| Envestnet Portfolio Solutions, Inc. | 0.11% | Add +4.4% | 325,324 | $31.3M |
| D.A. Davidson & Co. | 0.19% | Add +1.6% | 323,817 | $31.2M |
| MML Investors Services, LLC | 0.08% | Add +8.1% | 323,627 | $31.2M |
| Consolidated Investment Group LLC | 3.72% | No change | 323,140 | $31.1M |
| Mercer Global Advisors Inc. | 0.05% | Add +0.7% | 318,585 | $30.8M |
| Stifel Financial Corp. | 0.03% | Add +15.6% | 318,400 | $30.7M |
| AE Wealth Management LLC | 0.17% | Add +7.5% | 308,358 | $29.7M |
| Mesirow Financial Investment Management, Inc. | 0.60% | Reduce -44.3% | 305,464 | $29.4M |
| Regions Financial Corp. | 0.18% | Reduce -0.6% | 299,469 | $28.8M |
| NewEdge Advisors, LLC | 0.10% | Add +44.5% | 299,318 | $28.8M |
| Coldstream Capital Management Inc. | 0.35% | Reduce -2.5% | 282,567 | $27.2M |
| Bokf, NA | 0.40% | Add +65.3% | 270,276 | $26.0M |
| Sigma Investment Counselors Inc. | 1.31% | Reduce -1.4% | 266,954 | $25.7M |
| Hantz Financial Services, Inc. | 0.38% | Add +0.1% | 265,674 | $25.6M |
| Beacon Pointe Advisors, LLC | 0.18% | Add +25.9% | 265,274 | $25.5M |
| Texas Capital Bank Wealth Management Services Inc | 1.44% | Add +12.6% | 258,585 | $24.9M |
| Kestra Advisory Services, LLC | 0.10% | Reduce -3.2% | 253,366 | $24.4M |
| Sanctuary Advisors, LLC | 0.13% | Add +2.3% | 248,817 | $24.0M |
| Cresset Asset Management, LLC | 0.10% | Add +2.7% | 247,956 | $23.9M |
| DT Investment Partners, LLC | 1.97% | Add +1.8% | 246,684 | $23.7M |
| XML Financial, LLC | 1.92% | Reduce -0.2% | 244,325 | $23.5M |
| CCG Wealth Management, LLC | 9.80% | Add +4.4% | 237,452 | $22.9M |
| Cwm, LLC | 0.06% | Add +12.1% | 237,452 | $22.9M |
| Thrivent Financial for Lutherans | 0.04% | Reduce -22.2% | 227,925 | $22.1M |
| Focus Financial Network, Inc. | 0.76% | Reduce -3.7% | 225,369 | $21.7M |
| Amarillo National Bank | 3.76% | Reduce -0.2% | 222,155 | $21.4M |
| Concurrent Investment Advisors, LLC | 0.24% | Add +1138.0% | 220,505 | $21.2M |
| Stratos Wealth Partners, LTD. | 0.24% | Add +3.1% | 219,897 | $21.2M |
| &partners | 0.11% | Add +22.2% | 209,200 | $20.4M |
| Legacy Advisors, LLC | 2.18% | Reduce -2.8% | 210,902 | $20.3M |
| Fifth Third Wealth Advisors LLC | 0.71% | Reduce -0.5% | 210,671 | $20.3M |
| Whittier Trust Co. of Nevada Inc. | 0.42% | Add +0.0% | 202,700 | $20.2M |
| Valeo Financial Advisors, LLC | 0.45% | Add +80.3% | 209,492 | $20.2M |
| Bridges Investment Management Inc. | 0.26% | Add +42.0% | 208,896 | $20.1M |
| Equitable Holdings, Inc. | 0.14% | Add +14.8% | 208,824 | $20.1M |
| Bartlett & Co. Wealth Management LLC | 0.26% | Reduce -0.7% | 203,958 | $19.6M |
| Wealthspire Advisors, LLC | 0.16% | Reduce -48.0% | 203,089 | $19.6M |
| Miller Investment Management, LP | 1.83% | Reduce -13.9% | 194,565 | $18.7M |
| Robertson Stephens Wealth Management, LLC | 0.52% | Add +14.5% | 191,416 | $18.4M |
| Callan Family Office, LLC | 0.39% | Add +20.9% | 190,420 | $18.3M |
| Whittier Trust Co. | 0.20% | Reduce -0.1% | 183,549 | $18.3M |
| PFW Advisors LLC | 5.30% | Add +0.2% | 182,434 | $17.6M |
| Ullmann Wealth Partners Group, LLC | 1.82% | Add +16.9% | 182,239 | $17.5M |
| LJI Wealth Management, LLC | 2.67% | Add +13.2% | 181,266 | $17.5M |
| Verdence Capital Advisors LLC | 1.03% | Add +20.4% | 180,928 | $17.4M |
| Sonata Capital Group Inc. | 6.19% | Reduce -3.4% | 178,078 | $17.1M |
| First Citizens Bank & Trust Co. | 0.35% | Add +1.4% | 174,268 | $16.8M |
| Fidelis Capital Partners, LLC | 1.21% | Add +7.3% | 173,610 | $16.7M |
| Country Trust Bank | 0.30% | Reduce -65.2% | 171,261 | $16.5M |
| Alliancebernstein L.P. | 0.01% | Add +1.3% | 169,720 | $16.3M |
| Private Advisor Group, LLC | 0.08% | Reduce -3.2% | 168,929 | $16.3M |
| Avidian Wealth Enterprises, LLC | 0.59% | Add +0.6% | 168,540 | $16.2M |
| Culbertson A N & Co. Inc. | 2.22% | Reduce -1.1% | 167,938 | $16.2M |
| Bucket List Wealth Management, LLC | 9.60% | — | 166,998 | $16.1M |
| Unique Wealth, LLC | 2.24% | Add +1.0% | 167,000 | $16.1M |
| Patton Fund Management, Inc. | 2.14% | Add +1.0% | 166,102 | $16.0M |
| Bank of Nova Scotia | 0.02% | No change | 165,390 | $15.9M |
| Bradley Foster & Sargent Inc. | 0.23% | Reduce -2.0% | 163,335 | $15.7M |
| Woodstock Corp. | 1.35% | Reduce -0.2% | 163,334 | $15.7M |
| Heck Capital Advisors, LLC | 1.15% | Add +40.1% | 160,539 | $15.5M |
| Ashton Thomas Private Wealth, LLC | 0.37% | Add +0.5% | 159,360 | $15.3M |
| Fox Financial, Inc | 12.02% | Reduce -0.6% | 156,557 | $15.1M |
| Koss-Olinger Consulting, LLC | 1.15% | Reduce -12.4% | 153,748 | $14.8M |
| Bricktown Capital, LLC | 2.47% | No change | 152,264 | $14.7M |
| Blair William & Co. | 0.04% | Add +6.9% | 146,668 | $14.1M |
| Atlas Legacy Advisors, LLC | 2.43% | Add +11.8% | 143,667 | $13.8M |
| Argent Trust Co | 0.47% | Add +8.7% | 141,758 | $13.6M |
| Private Wealth Asset Management, LLC | 1.48% | Add +0.6% | 141,072 | $13.6M |
| DAVENPORT & Co LLC | 0.07% | Add +280.9% | 140,153 | $13.5M |
| Bessemer Group Inc. | 0.02% | Add +9.7% | 140,006 | $13.5M |
| GGM Financial LLC | 6.47% | Add +0.5% | 138,318 | $13.3M |
| Moody National Bank Trust Division | 1.28% | Add +1.1% | 137,647 | $13.3M |
| Three Bridge Wealth Advisors, LLC | 3.46% | Add +4.4% | 136,318 | $13.1M |
| Perigon Wealth Management, LLC | 0.23% | Add +8.4% | 134,905 | $13.0M |
| Washington Trust Bank | 0.91% | Add +1.1% | 134,405 | $12.9M |
| Steph & Co. | 3.65% | Add +1.3% | 131,580 | $12.7M |
| Old National Bancorp | 0.21% | Reduce -1.8% | 131,475 | $12.7M |
| Alongside, LLC | 4.19% | — | 131,061 | $12.6M |
| Bailard, Inc. | 0.28% | Reduce -0.3% | 129,460 | $12.5M |
| Ascent Group, LLC | 0.42% | Add +8.8% | 127,527 | $12.3M |
| Axxcess Wealth Management, LLC | 0.21% | New | 124,264 | $12.0M |
| Taylor & Morgan Wealth Management, LLC | 6.53% | Add +2.8% | 120,984 | $11.6M |
| Tompkins Financial Corp. | 0.87% | Add +465.7% | 116,276 | $11.2M |
| First National Trust Co | 0.37% | Add +14.4% | 114,907 | $11.1M |
| Proffitt & Goodson Inc. | 1.51% | Reduce -1.4% | 112,075 | $10.8M |
| Earnest Partners LLC | 0.05% | Add +635.6% | 111,586 | $10.7M |
| Zacks Investment Management | 0.08% | Add +844.4% | 110,393 | $10.6M |
| Moneta Group Investment Advisors LLC | 0.08% | Reduce -17.4% | 109,452 | $10.5M |
| Prime Capital Investment Advisors, LLC | 0.13% | Reduce -6.3% | 109,275 | $10.5M |
| Prairieview Wealth Partners, LLC | 9.52% | Add +4.3% | 108,983 | $10.5M |
| Brighton Jones LLC | 0.38% | Reduce -0.3% | 108,050 | $10.4M |
| First Horizon Corp. | 0.46% | Reduce -0.3% | 107,768 | $10.4M |
| MV Capital Management, Inc. | 0.95% | Add +2.6% | 103,245 | $9.9M |
| StoneX Group Inc. | 0.43% | Add +9.2% | 103,095 | $9.9M |
| Glenmede Trust Co. NA | 0.05% | — | 101,003 | $9.7M |
| Strategic Financial Partners, Ltd. | 4.16% | Reduce -23.9% | 99,728 | $9.6M |
| Folger Nolan Fleming Douglas Capital Management, Inc. | 0.97% | Reduce -0.2% | 98,295 | $9.5M |
| Park Avenue Securities LLC | 0.08% | Add +14.2% | 96,712 | $9.3M |
| Mullaney, Keating & Wright, Inc. | 4.90% | Reduce -0.1% | 96,378 | $9.3M |
| Lodestar Private Asset Management LLC | 0.93% | Reduce -2.3% | 95,861 | $9.2M |
| Sawgrass Asset Management LLC | 1.14% | No change | 94,358 | $9.1M |
| Goldstone Financial Group, LLC | 1.01% | Add +0.7% | 94,202 | $9.1M |
| Voya Investment Management LLC | 0.01% | Reduce -38.5% | 93,640 | $9.0M |
| Trust Point Inc. | 0.71% | Reduce -1.6% | 92,764 | $8.9M |
| Plan Group Financial, LLC | 2.28% | Reduce -7.0% | 91,227 | $8.8M |
| Hoxton Planning & Management, LLC | 2.62% | Add +3.3% | 91,145 | $8.8M |
| Tanglewood Legacy Advisors, LLC | 3.29% | Add +0.9% | 91,059 | $8.8M |
| West Bancorporation Inc. | 4.53% | Add +2.6% | 89,854 | $8.7M |
| Rossmore Private Capital | 0.77% | Add +14.7% | 89,624 | $8.6M |
| Haverford Trust Co | 0.08% | Add +0.5% | 89,314 | $8.6M |
| Simon Quick Advisors, LLC | 0.37% | Add +0.6% | 88,337 | $8.5M |
| Independence Bank of Kentucky | 1.05% | Add +3.5% | 87,677 | $8.4M |
| Ieq Capital, LLC | 0.03% | Add +0.1% | 86,605 | $8.3M |
| Campion Asset Management | 5.78% | Reduce -15.6% | 86,554 | $8.3M |
| Fulton Bank, N.A. | 0.28% | Add +1.6% | 84,862 | $8.2M |
| Paragon Private Wealth Management, LLC | 2.49% | Reduce -0.9% | 84,311 | $8.1M |
| NewEdge Wealth, LLC | 0.09% | Reduce -4.8% | 83,221 | $8.0M |
| Savant Capital, LLC | 0.04% | Reduce -0.1% | 82,003 | $7.9M |
| Midwest Trust Co | 0.10% | Add +7.0% | 81,049 | $7.8M |
| Argent Capital Management LLC | 0.22% | New | 80,192 | $7.7M |
| Kestra Private Wealth Services, LLC | 0.10% | Add +1.7% | 79,779 | $7.7M |
| Shelton Wealth Management, LLC | 3.31% | Add +27.2% | 78,830 | $7.6M |
| Schneider Downs Wealth Management Advisors, LP | 0.85% | Add +4.8% | 78,722 | $7.6M |
| Citizens Financial Group Inc. | 0.10% | Add +0.1% | 78,555 | $7.6M |
| Diversified Trust Co. | 0.14% | Reduce -2.4% | 78,427 | $7.6M |
| Bleakley Financial Group, LLC | 0.13% | Add +3.4% | 78,027 | $7.5M |
| Sincerus Advisory, LLC | 5.94% | Add +7.0% | 76,810 | $7.4M |
| Salem Investment Counselors Inc. | 0.21% | Reduce -0.0% | 75,824 | $7.3M |
| Rwa Wealth Partners, LLC | 0.08% | Reduce -10.2% | 74,666 | $7.2M |
| Fifth Third Securities, Inc. | 0.47% | Add +0.9% | 74,411 | $7.2M |
| Baltimore-Washington Financial Advisors, Inc. | 0.30% | Reduce -7.4% | 74,075 | $7.1M |
| Beam Wealth Advisors, Inc. | 1.94% | Add +1.6% | 73,330 | $7.1M |
| Summit Wealth Partners, LLC | 1.30% | Reduce -5.4% | 73,232 | $7.1M |
| IFC Advisors LLC | 1.02% | Reduce -1.9% | 72,291 | $7.0M |
| Nadler Financial Group, Inc. | 0.65% | Add +1.4% | 72,087 | $6.9M |
| Forte Asset Management LLC | 3.14% | Add +3.7% | 71,796 | $6.9M |
| Modera Wealth Management, LLC | 0.08% | Add +1.5% | 71,691 | $6.9M |
| Carret Asset Management, LLC | 0.65% | Add +0.5% | 71,535 | $6.9M |
| Aptus Capital Advisors, LLC | 0.06% | Reduce -0.0% | 71,210 | $6.9M |
| Summit Financial, LLC | 0.10% | Add +4.2% | 70,862 | $6.8M |
| Chesapeake Wealth Management | 2.01% | Add +1.5% | 70,214 | $6.8M |
| City Holding Co. | 0.83% | Reduce -0.6% | 69,754 | $6.7M |
| OneDigital Investment Advisors LLC | 0.07% | Add +10.2% | 69,330 | $6.7M |
| Westshore Wealth, LLC | 2.19% | Add +1.8% | 68,470 | $6.6M |
| Tolleson Wealth Management, Inc. | 0.95% | Reduce -1.9% | 68,370 | $6.6M |
| First Merchants Corp. | 0.24% | Reduce -0.8% | 68,349 | $6.6M |
| Winthrop Partners - WNY, LLC | 3.53% | — | 68,154 | $6.6M |
| Capital Group Private Client Services, Inc. | 0.10% | Add +1.4% | 67,449 | $6.5M |
| Chicago Partners Investment Group LLC | 0.16% | Reduce -0.6% | 64,486 | $6.5M |
| Integrated Advisors Network LLC | 0.28% | Reduce -4.0% | 65,704 | $6.3M |
| United Capital Financial Advisors, LLC | 0.04% | Add +20.5% | 65,442 | $6.3M |
| Curi Capital, LLC | 0.11% | Reduce -2.1% | 65,273 | $6.3M |
| Baron Financial Group, LLC | 3.36% | Add +4.1% | 65,009 | $6.3M |
| Advisory Services Network, LLC | 0.09% | Add +2.8% | 64,979 | $6.3M |
| Wesbanco Bank Inc. | 0.17% | Add +0.0% | 64,846 | $6.2M |
| CFM Wealth Partners LLC | 0.88% | Reduce -3.3% | 63,558 | $6.1M |
| TCV Trust & Wealth Management, Inc. | 0.49% | Reduce -0.5% | 63,311 | $6.1M |
| First National Bank of Omaha | 0.18% | Add +376.9% | 62,581 | $6.1M |
| Dorsey & Whitney Trust CO LLC | 0.32% | Add +2.1% | 62,743 | $6.0M |
| Level Four Advisory Services, LLC | 0.20% | Add +9.4% | 62,700 | $6.0M |
| Orion Porfolio Solutions, LLC | 0.04% | Add +90.4% | 62,412 | $6.0M |
| Vanguard Group Inc. | 0.00% | Add +1.1% | 61,973 | $6.0M |
| Orin Green Financial, LLC | 2.38% | Reduce -6.0% | 61,837 | $6.0M |
| Essex Financial Services, Inc. | 0.34% | Add +0.7% | 61,737 | $5.9M |
| Sunburst Financial Group, LLC | 1.20% | Add +0.0% | 61,473 | $5.9M |
| FineMark National Bank & Trust | 0.18% | Reduce -0.3% | 61,035 | $5.9M |
| Prosperity Consulting Group, LLC | 0.26% | Add +21.0% | 60,485 | $5.8M |
| Twin Focus Capital Partners, LLC | 0.67% | Reduce -0.1% | 60,040 | $5.8M |
| Cornerstone Wealth Group, LLC | 0.39% | Reduce -11.0% | 59,818 | $5.8M |
| Global Retirement Partners, LLC | 0.10% | Add +59.2% | 59,704 | $5.7M |
| Triumph Capital Management | 1.24% | Add +2.3% | 59,644 | $5.7M |
| New England Private Wealth Advisors LLC | 0.71% | Add +0.4% | 59,539 | $5.7M |
| St. Johns Investment Management Company, LLC | 2.38% | Add +4.8% | 59,185 | $5.7M |
| Matrix Asset Advisors Inc. | 0.51% | Add +1.6% | 58,927 | $5.7M |
| Evoke Wealth, LLC | 0.11% | Add +0.1% | 58,788 | $5.7M |
| Turtle Creek Wealth Advisors, LLC | 0.44% | Add +4.0% | 58,687 | $5.6M |
| Cahaba Wealth Management, Inc. | 0.39% | Add +0.5% | 57,950 | $5.6M |
| Sound View Wealth Advisors Group, LLC | 0.37% | Reduce -3.0% | 57,634 | $5.5M |
| NTV Asset Management LLC | 0.58% | Reduce -0.0% | 56,867 | $5.5M |
| Carl P. Sherr & Co., LLC | 2.44% | Add +4.0% | 55,187 | $5.5M |
| One Capital Management, LLC | 0.17% | Add +170.5% | 56,850 | $5.5M |
| Smith Chas P & Associates Pa Cpas | 0.29% | Add +22.3% | 56,623 | $5.5M |
| Silvercrest Asset Management Group LLC | 0.04% | Add +3.1% | 56,320 | $5.4M |
| Canopy Partners, LLC | 1.76% | Reduce -0.2% | 56,176 | $5.4M |
| Conservest Capital Advisors, Inc. | 0.49% | Reduce -0.3% | 56,050 | $5.4M |
| Acropolis Investment Management, LLC | 0.24% | Reduce -0.4% | 55,923 | $5.4M |
| SageView Advisory Group, LLC | 0.18% | Add +7.2% | 55,758 | $5.4M |
| Johnson Financial Group, Inc. | 0.20% | Reduce -10.4% | 55,609 | $5.4M |
| Hancock Whitney Corp. | 0.10% | Add +1.1% | 55,390 | $5.3M |
| Ames National Corp. | 3.10% | Reduce -5.4% | 55,062 | $5.3M |
| TD Private Client Wealth LLC | 0.11% | Add +2.5% | 52,895 | $5.1M |
| Smith Thornton Advisors LLC | 2.56% | Add +3.1% | 52,214 | $5.0M |
| FDx Advisors, Inc. | 2.54% | Add +0.1% | 51,775 | $5.0M |
| Canandaigua National Bank & Trust Co. | 0.45% | Reduce -4.4% | 51,683 | $5.0M |
| Cullen/Frost Bankers, Inc. | 0.05% | Add +0.8% | 50,812 | $4.9M |
| Citigroup Inc. | 0.00% | Reduce -20.0% | 50,718 | $4.9M |
| EP Wealth Advisors, LLC | 0.03% | — | 50,371 | $4.8M |
| Whitegate Investment Counselors, Inc. | 1.50% | Add +9.1% | 49,759 | $4.8M |
| LPWM LLC | 1.19% | Add +5.8% | 49,147 | $4.7M |
| Principal Securities, Inc. | 0.07% | Reduce -1.6% | 48,902 | $4.7M |
| Gryphon Financial Partners LLC | 0.50% | Add +24.4% | 48,271 | $4.6M |
| Smith & Howard Wealth Management, LLC | 1.06% | Add +5.5% | 47,942 | $4.6M |
| Samalin Investment Counsel, LLC | 1.62% | Add +2.7% | 47,203 | $4.5M |
| BTC Capital Management, Inc. | 0.32% | Add +3.2% | 47,200 | $4.5M |
| Choreo, LLC | 0.06% | Reduce -0.9% | 46,123 | $4.5M |
| Trust Co. of Toledo NA | 0.44% | Reduce -2.7% | 46,503 | $4.5M |
| Mycio Wealth Partners, LLC | 0.92% | Reduce -2.0% | 46,188 | $4.4M |
| Centennial Bank | 1.75% | Add +1.3% | 45,844 | $4.4M |
| IHT Wealth Management, LLC | 0.11% | Add +7.8% | 44,620 | $4.3M |
| Oppenheimer & Co. Inc. | 0.06% | Add +15.4% | 45,139 | $4.3M |
| Davidson Trust Co. | 1.78% | Add +0.4% | 44,442 | $4.3M |
| HB Wealth Management, LLC | 0.03% | Reduce -3.4% | 44,280 | $4.3M |
| Kingsview Wealth Management, LLC | 0.06% | Add +17.9% | 43,976 | $4.2M |
| Laird Norton Wetherby Trust Company, LLC | 0.09% | Add +46.9% | 43,858 | $4.2M |
| Quadrant Capital Group LLC | 0.13% | Add +7.5% | 43,510 | $4.2M |
| Sequoia Financial Advisors, LLC | 0.02% | Add +1.1% | 43,168 | $4.2M |
| Legacy Trust | 0.77% | Add +90.4% | 42,910 | $4.1M |
| Ballentine Partners, LLC | 0.06% | Reduce -0.6% | 42,901 | $4.1M |
| Farmers & Merchants Investments Inc. | 0.11% | Reduce -0.4% | 42,816 | $4.1M |
| Phillips Financial Management, LLC | 0.27% | Add +0.6% | 42,768 | $4.1M |
| Bryn Mawr Trust Advisors, LLC | 0.19% | Add +12.2% | 42,049 | $4.0M |
| Nvwm, LLC | 0.85% | Add +3.2% | 40,356 | $3.9M |
| Allspring Global Investments Holdings, LLC | 0.01% | Add +163.8% | 39,916 | $3.9M |
| Fiera Capital Corp | 0.01% | Reduce -8.7% | 40,291 | $3.9M |
| Daner Wealth Management, LLC | 2.37% | Add +4.2% | 37,882 | $3.9M |
| Bedel Financial Consulting, Inc. | 0.42% | Add +9.6% | 40,210 | $3.9M |
| Asset Management Group, Inc. | 0.61% | Add +0.3% | 39,498 | $3.8M |
| SCS Capital Management LLC | 0.04% | Reduce -2.5% | 39,478 | $3.8M |
| Aspiriant, LLC | 0.11% | Add +0.0% | 39,325 | $3.8M |
| Financial Engines Advisors L.L.C. | 0.01% | Add +4.5% | 39,233 | $3.8M |
| Quantinno Capital Management LP | 0.01% | Add +54.0% | 39,041 | $3.8M |
| Brick & Kyle, Associates | 1.33% | Reduce -0.2% | 38,855 | $3.7M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | New | 38,080 | $3.7M |
| Fort Washington Investment Advisors Inc. | 0.02% | Add +553.9% | 37,802 | $3.6M |
| Greykasell Wealth Strategies, Inc. | 1.42% | Add +0.8% | 37,391 | $3.6M |
| TFB Advisors LLC | 1.00% | Add +1.3% | 37,058 | $3.6M |
| Cambient Family Office, LLC | 0.51% | — | 36,980 | $3.6M |
| SouthState Bank Corp | 0.16% | Add +5.1% | 36,812 | $3.5M |
| Spire Wealth Management | 0.12% | Add +0.5% | 36,779 | $3.5M |
| Fca Corp. | 0.99% | Add +2.8% | 36,584 | $3.5M |
| Prospera Financial Services Inc | 0.06% | Reduce -39.1% | 36,233 | $3.5M |
| Lanark Financial, Inc. | 0.26% | Reduce -6.8% | 36,209 | $3.5M |
| Courier Capital LLC | 0.19% | Add +0.1% | 35,797 | $3.4M |
| Flagstar Securities, Inc. | 1.15% | Add +5.6% | 35,597 | $3.4M |
| Elgethun Capital Management | 0.59% | No change | 35,515 | $3.4M |
| Chapin Davis, Inc. | 0.80% | Add +0.2% | 35,505 | $3.4M |
| Gladstone Institutional Advisory LLC | 0.13% | Add +0.1% | 35,233 | $3.4M |
| Elyxium Wealth, LLC | 0.94% | Reduce -28.7% | 35,229 | $3.4M |
| Mather Group, Llc. | 0.03% | Add +0.4% | 35,162 | $3.4M |
| Granville Capital, Inc. | 1.79% | — | 35,060 | $3.4M |
| Aft, Forsyth & Company, Inc. | 1.45% | Add +0.0% | 35,015 | $3.4M |
| Renaissance Technologies | 0.01% | Add +56.8% | 34,800 | $3.4M |
| Private Trust Co. NA | 0.29% | Add +4.5% | 34,783 | $3.3M |
| Highland Capital Management, LLC | 0.17% | Reduce -0.1% | 34,748 | $3.3M |
| World Investment Advisors | 0.05% | Add +11.9% | 34,676 | $3.3M |
| Pathway Financial Advisors LLC | 0.42% | No change | 33,355 | $3.3M |
| Atria Investments, Inc | 0.04% | Add +6.1% | 34,515 | $3.3M |
| Evergreen Capital Management LLC | 0.07% | No change | 34,381 | $3.3M |
| Northwest Wealth Advisors, LLC | 2.57% | — | 34,327 | $3.3M |
| Rhumbline Advisers | 0.00% | Add +461.5% | 33,969 | $3.3M |
| Greenleaf Trust | 0.03% | Reduce -23.3% | 33,872 | $3.3M |
| VestGen Advisors, LLC | 0.14% | Reduce -77.5% | 33,668 | $3.2M |
| Richard P Slaughter Associates Inc | 0.68% | Reduce -3.8% | 33,448 | $3.2M |
| AQR Capital Management | 0.00% | Add +115.7% | 33,430 | $3.2M |
| Fort Point Capital Partners LLC | 0.38% | Reduce -29.6% | 30,999 | $3.1M |
| Geneos Wealth Management Inc. | 0.08% | Add +0.2% | 32,334 | $3.1M |
| Life Line Wealth Management LLC | 0.91% | Add +1.4% | 32,051 | $3.1M |
| Sigma Planning Corp | 0.09% | Add +8.7% | 32,023 | $3.1M |
| Allium Financial Advisors, LLC | 2.43% | Add +14.2% | 31,804 | $3.1M |
| J.W. Cole Advisors, Inc. | 0.07% | Reduce -2.0% | 36,726 | $3.1M |
| Sowell Financial Services LLC | 0.11% | Add +5.2% | 31,739 | $3.1M |
| Finley Financial, LLC | 1.39% | Reduce -7.8% | 31,495 | $3.0M |
| Anchor Capital Advisors LLC | 0.09% | Add +1.8% | 31,322 | $3.0M |
| Summit Financial Strategies, Inc. | 0.25% | Reduce -0.3% | 31,312 | $3.0M |
| Allen Investment Management, LLC | 0.03% | No change | 31,000 | $3.0M |
| Motiv8 Investments LLC | 1.63% | Add +0.7% | 30,982 | $3.0M |
| Builder Investment Group Inc. | 0.64% | Reduce -0.8% | 30,916 | $3.0M |
| Ameritas Advisory Services, LLC | 0.11% | Add +178.6% | 30,877 | $3.0M |
| Procyon Advisors, LLC | 0.15% | Add +1.5% | 30,832 | $3.0M |
| Evercore Wealth Management, LLC | 0.04% | Reduce -0.4% | 30,489 | $2.9M |
| McKinley Carter Wealth Services, Inc. | 0.16% | Reduce -9.7% | 30,453 | $2.9M |
| HSBC Holdings PLC | 0.00% | New | 29,974 | $2.9M |
| Hilltop Wealth Advisors, LLC | 1.45% | Add +7.7% | 29,919 | $2.9M |
| Peapack Gladstone Financial Corp. | 0.04% | Reduce -2.9% | 29,888 | $2.9M |
| FAS Wealth Partners, Inc. | 0.19% | Reduce -3.0% | 29,852 | $2.9M |
| Smith, Moore & Co. | 0.22% | Add +7.0% | 29,759 | $2.9M |
| HUB Investment Partners, LLC | 0.08% | Reduce -0.1% | 29,677 | $2.9M |
| KKM Financial LLC | 0.51% | No change | 29,651 | $2.9M |
| SOA Wealth Advisors, LLC. | 0.47% | Add +10.5% | 29,397 | $2.8M |
| Apollon Wealth Management, LLC | 0.05% | Add +13.3% | 29,315 | $2.8M |
| Grove Bank & Trust | 0.32% | Add +4.7% | 29,219 | $2.8M |
| Fund Evaluation Group, LLC | 0.09% | No change | 29,075 | $2.8M |
| Narus Financial Partners, LLC | 0.77% | Reduce -0.7% | 29,009 | $2.8M |
| Farther Finance Advisors, LLC | 0.03% | Add +43.8% | 28,979 | $2.8M |
| First United Bank & Trust | 0.89% | Reduce -0.9% | 28,965 | $2.8M |
| Oxford Financial Group, LTD. LLC | 0.15% | Reduce -11.1% | 28,952 | $2.8M |
| Cozad Asset Management Inc. | 0.21% | Reduce -2.5% | 28,750 | $2.8M |
| Pasadena Private Wealth, LLC | 0.38% | No change | 28,500 | $2.7M |
| Continuum Advisory, LLC | 0.27% | Add +45.1% | 28,365 | $2.7M |
| Trivium Point Advisory, LLC | 0.27% | Reduce -3.0% | 28,241 | $2.7M |
| JSF Financial, LLC | 0.56% | Reduce -0.2% | 28,113 | $2.7M |
| Councilor Wealth, LLC | 1.28% | No change | 28,043 | $2.7M |
| Knightsbridge Asset Management, LLC | 0.44% | Reduce -11.1% | 27,986 | $2.7M |
| Erste Asset Management GmbH | 0.02% | New | 27,900 | $2.7M |
| Lee, Kelleher & Klein Wealth Management | 1.60% | No change | 27,899 | $2.7M |
| GAMMA Investing LLC | 0.13% | Add +2.3% | 27,840 | $2.7M |
| Frank, Rimerman Advisors LLC | 0.17% | Reduce -1.3% | 27,665 | $2.7M |
| Catalyst Financial Partners LLC | 0.30% | Add +1.2% | 27,503 | $2.6M |
| Cahill Financial Advisors Inc. | 0.29% | Reduce -2.9% | 27,464 | $2.6M |
| Valmark Advisers, Inc. | 0.03% | Add +0.9% | 27,306 | $2.6M |
| HT Partners LLC | 0.77% | No change | 26,956 | $2.6M |
| Dover Advisors, LLC | 1.00% | Reduce -7.0% | 26,847 | $2.6M |
| Naples Global Advisors, LLC | 0.19% | Reduce -2.0% | 26,684 | $2.6M |
| Meridian Wealth Management, LLC | 0.09% | Add +31.5% | 26,608 | $2.6M |
| Resonant Capital Advisors, LLC | 0.14% | No change | 26,391 | $2.5M |
| Chokshi & Queen Wealth Advisors, Inc | 1.33% | Reduce -6.6% | 26,371 | $2.5M |
| JFS Wealth Advisors, LLC | 0.14% | Add +0.2% | 26,160 | $2.5M |
| Merit Financial Group, LLC | 0.02% | Add +11.5% | 26,085 | $2.5M |
| New South Capital Management Inc. | 0.11% | Reduce -23.5% | 25,800 | $2.5M |
| Litman Gregory Wealth Management LLC | 0.18% | No change | 25,653 | $2.5M |
| Madison Asset Management, LLC | 0.03% | Add +306.1% | 25,602 | $2.5M |
| Arkadios Wealth Advisors | 0.05% | Add +73.2% | 25,557 | $2.5M |
| Denver PWM, LLC | 0.81% | No change | 26,450 | $2.4M |
| Indiana Trust & Investment Management Co | 0.72% | Reduce -0.6% | 25,265 | $2.4M |
| EverSource Wealth Advisors, LLC | 0.09% | Add +26.5% | 25,259 | $2.4M |
| Marquette Asset Management, LLC | 0.36% | Reduce -6.3% | 25,075 | $2.4M |
| Retirement Income Solutions, Inc. | 0.41% | Add +1.0% | 25,012 | $2.4M |
| Russell Investments Group, Ltd. | 0.00% | Reduce -3.3% | 25,000 | $2.4M |
| Dagco, Inc. | 0.56% | Reduce -3.6% | 24,962 | $2.4M |
| St. Clair Advisors, LLC | 0.62% | Add +11.4% | 24,925 | $2.4M |
| Aprio Wealth Management, LLC | 0.14% | Reduce -3.9% | 3,915 | $2.4M |
| Evensky & Katz LLC | 0.13% | Add +0.1% | 24,797 | $2.4M |
| Goelzer Investment Management, Inc. | 0.11% | Reduce -2.3% | 24,765 | $2.4M |
| Rehmann Capital Advisory Group | 0.12% | Add +179.3% | 24,687 | $2.4M |
| Meridian Financial Partners LLC | 0.94% | No change | 23,482 | $2.4M |
| TD Waterhouse Canada Inc. | 0.01% | Add +12.7% | 24,388 | $2.3M |
| Busey Bank | 0.06% | Reduce -0.2% | 24,336 | $2.3M |
| ABLE Financial Group, LLC | 0.47% | Reduce -1.5% | 24,216 | $2.3M |
| Sepio Capital, LP | 0.13% | New | 24,072 | $2.3M |
| Brooklyn Investment Group | 0.11% | Add +233.8% | 23,636 | $2.3M |
| SVB Wealth LLC | 0.14% | Add +6.9% | 23,924 | $2.3M |
| Alley Investment Management Company, LLC | 0.27% | Reduce -0.3% | 23,729 | $2.3M |
| Middleton & Co. Inc. | 0.24% | Reduce -0.9% | 23,678 | $2.3M |
| Pinnacle Associates Ltd. | 0.03% | Reduce -0.8% | 23,531 | $2.3M |
| Wealthcare Advisory Partners LLC | 0.04% | Reduce -6.4% | 23,513 | $2.3M |
| FARMERS & MERCHANTS TRUST Co OF LONG BEACH | 0.51% | No change | 23,308 | $2.2M |
| Parallel Advisors, LLC | 0.04% | Add +9.0% | 23,214 | $2.2M |
| Oliver Luxxe Assets LLC | 0.34% | Reduce -1.4% | 23,194 | $2.2M |
| Venture Visionary Partners LLC | 0.07% | Reduce -0.5% | 23,131 | $2.2M |
| Wealthfront Advisers LLC | 0.01% | Add +22.9% | 23,026 | $2.2M |
| 1900 Wealth Management LLC | 0.14% | Reduce -1.1% | 22,954 | $2.2M |
| LCNB Corp. | 0.73% | Reduce -0.8% | 22,691 | $2.2M |
| Ellenbecker Investment Group | 0.31% | Reduce -0.9% | 22,679 | $2.2M |
| Welch & Forbes LLC | 0.03% | Reduce -1.2% | 22,555 | $2.2M |
| Nations Financial Group Inc, /Ia/ | 0.11% | Reduce -6.2% | 22,548 | $2.2M |
| Gilman Hill Asset Management, LLC | 0.34% | Reduce -24.3% | 22,481 | $2.2M |
| Eastern Bank | 0.04% | Reduce -31.4% | 22,290 | $2.1M |
| Venturi Wealth Management, LLC | 0.10% | No change | 22,280 | $2.1M |
| Heritage Wealth Advisors | 0.08% | Reduce -0.4% | 22,225 | $2.1M |
| Fiduciary Trust Co | 0.02% | Add +4.2% | 22,225 | $2.1M |
| Lavelle Capital LP | 1.35% | — | 22,163 | $2.1M |
| Appleton Partners Inc. | 0.14% | Reduce -2.8% | 22,150 | $2.1M |
| Burke & Herbert Bank & Trust Co. | 0.59% | Reduce -49.2% | 22,102 | $2.1M |
| Weatherly Asset Management L. P. | 0.16% | No change | 22,086 | $2.1M |
| Allworth Financial LP | 0.01% | Add +8.1% | 21,783 | $2.1M |
| Crescent Grove Advisors, LLC | 0.20% | Add +6.6% | 21,781 | $2.1M |
| Chesley Taft & Associates LLC | 0.08% | Add +0.7% | 21,723 | $2.1M |
| Diversify Advisory Services, LLC | 0.07% | Add +79.1% | 20,721 | $2.1M |
| Corepath Wealth Partners LLC | 1.39% | Add +21.4% | 20,770 | $2.1M |
| BG Investment Services, LLC | 1.85% | Reduce -5.6% | 21,557 | $2.1M |
| 1ST Source Bank | 0.11% | Reduce -1.3% | 21,444 | $2.1M |
| Paladin Partners, LLC | 1.52% | — | 21,250 | $2.0M |
| Cornerstone Wealth Management, LLC | 0.11% | Add +0.1% | 21,247 | $2.0M |
| BankPlus Wealth Management LLC | 1.13% | Add +2.4% | 21,206 | $2.0M |
| Nvest Financial, LLC | 0.85% | Add +26.9% | 21,195 | $2.0M |
| Susquehanna International Group, LLP | 0.00% | New | 21,189 | $2.0M |
| HORAN Wealth, LLC | 0.31% | Add +0.1% | 21,118 | $2.0M |
| Manchester Capital Management LLC | 0.28% | No change | 21,068 | $2.0M |
| Stratos Wealth Advisors, LLC | 0.10% | Reduce -0.1% | 20,947 | $2.0M |
| Americana Partners, LLC | 0.05% | Add +0.2% | 20,760 | $2.0M |
| Forvis Mazars Wealth Advisors, LLC | 0.04% | Add +1.7% | 20,750 | $2.0M |
| Guardian Wealth Advisors, LLC | 1.11% | Reduce -1.6% | 20,378 | $2.0M |
| Swmg, LLC | 0.54% | Add +5.5% | 19,213 | $2.0M |
| Sagespring Wealth Partners, LLC | 0.04% | Reduce -2.8% | 20,270 | $2.0M |
| Farmers National Bank | 0.43% | Add +8.9% | 20,160 | $1.9M |
| Roble, Belko & Company, Inc | 0.25% | Reduce -1.5% | 20,090 | $1.9M |
| Ancora Advisors LLC | 0.04% | Add +1.5% | 20,001 | $1.9M |
| Climber Capital SA | 1.25% | — | 21,152 | $1.9M |
| MBL Wealth, LLC | 0.15% | Add +12.6% | 19,919 | $1.9M |
| Columbus Macro, LLC | 0.21% | Add +4.1% | 19,881 | $1.9M |
| Clark Capital Management Group, Inc. | 0.01% | Add +69.8% | 19,854 | $1.9M |
| TSG Advice Partners, LLC | 0.29% | — | 19,778 | $1.9M |
| Boston Trust Walden Corp | 0.01% | No change | 19,725 | $1.9M |
| Cary Street Partners Financial LLC | 0.05% | Add +5.5% | 19,718 | $1.9M |
| Saxon Interests, Inc. | 0.67% | Reduce -0.4% | 19,716 | $1.9M |
| Waters Parkerson & Co., LLC | 0.09% | Reduce -2.5% | 19,691 | $1.9M |
| U.S. Capital Wealth Advisors, LLC | 0.05% | Reduce -3.3% | 19,677 | $1.9M |
| Simmons Bank | 0.13% | No change | 19,569 | $1.9M |
| Zhang Financial LLC | 0.07% | Add +0.1% | 19,533 | $1.9M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.11% | Add +11.1% | 19,509 | $1.9M |
| Southern Capital Advisors, LLC | 0.86% | Add +5.4% | 19,329 | $1.9M |
| Montecito Bank & Trust | 0.30% | Reduce -0.2% | 19,277 | $1.9M |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +15.8% | 19,192 | $1.8M |
| Peoples Bank | 1.13% | Reduce -0.1% | 18,973 | $1.8M |
| Fairway Wealth LLC | 0.49% | Add +0.4% | 18,911 | $1.8M |
| Arax Advisory Partners | 0.05% | New | 18,866 | $1.8M |
| Csenge Advisory Group | 0.08% | Add +0.0% | 18,845 | $1.8M |
| Private Management Group Inc. | 0.05% | No change | 18,805 | $1.8M |
| Financial Partners Group, Inc | 0.21% | Add +4.4% | 18,217 | $1.8M |
| Rainier Family Wealth Inc. | 1.36% | Add +18.4% | 18,736 | $1.8M |
| Legacy Bridge, LLC | 0.73% | Reduce -0.4% | 18,724 | $1.8M |
| FMB Wealth Management | 0.71% | Add +2.4% | 18,651 | $1.8M |
| Conning Inc. | 0.06% | Reduce -9.6% | 18,612 | $1.8M |
| MassMutual Private Wealth & Trust, FSB | 0.05% | Reduce -0.4% | 18,541 | $1.8M |
| B. Riley Wealth Advisors, Inc. | 0.08% | Reduce -5.6% | 18,487 | $1.8M |
| Belpointe Asset Management LLC | 0.06% | Add +0.0% | 18,485 | $1.8M |
| Zions Bancorporation, National Association | 0.08% | No change | 18,346 | $1.8M |
| Asset Allocation Strategies LLC | 0.33% | Reduce -10.5% | 18,303 | $1.8M |
| Choate Investment Advisors | 0.03% | Reduce -2.5% | 18,242 | $1.8M |
| PFG Investments, LLC | 0.08% | Reduce -5.0% | 18,184 | $1.8M |
| Virtue Capital Management, LLC | 0.27% | New | 26,696 | $1.7M |
| Atala Financial Inc | 1.11% | Add +2.8% | 18,040 | $1.7M |
| Davis R M Inc. | 0.03% | Add +2.2% | 17,854 | $1.7M |
| Newport Capital Group, LLC | 1.05% | Add +0.1% | 17,770 | $1.7M |
| Matrix Private Capital Group LLC | 0.87% | Add +3.5% | 17,766 | $1.7M |
| Clear Harbor Asset Management, LLC | 0.12% | Add +0.4% | 17,747 | $1.7M |
| HBK Sorce Advisory LLC | 0.04% | Add +1.6% | 16,763 | $1.7M |
| Investors Research Corp | 0.31% | No change | 17,704 | $1.7M |
| Roundview Capital LLC | 0.10% | Add +0.2% | 17,674 | $1.7M |
| Sage Capital Advisors,llc | 0.40% | Add +0.3% | 17,613 | $1.7M |
| Leo Wealth, LLC | 0.12% | Add +0.4% | 17,582 | $1.7M |
| White Pine Capital LLC | 0.46% | Reduce -0.5% | 17,457 | $1.7M |
| Crumly & Associates Inc. | 0.35% | Reduce -0.2% | 17,403 | $1.7M |
| Parsons Capital Management Inc. | 0.09% | Add +16.8% | 17,402 | $1.7M |
| Strategic Family Wealth Counselors, L.L.C. | 0.38% | No change | 16,870 | $1.7M |
| WestHill Financial Advisors, Inc. | 0.32% | Add +5.5% | 17,382 | $1.7M |
| MIdWestOne Financial Group, Inc. | 0.18% | Reduce -5.5% | 17,130 | $1.6M |
| Strategic Advisors LLC | 0.26% | Reduce -1.9% | 16,916 | $1.6M |
| Plum Street Advisors, LLC | 0.58% | Reduce -0.2% | 16,884 | $1.6M |
| Evernest Financial Advisors, LLC | 0.34% | Reduce -32.3% | 15,912 | $1.6M |
| Fulcrum Capital LLC | 0.33% | Reduce -1.8% | 16,863 | $1.6M |
| Ausdal Financial Partners, Inc. | 0.08% | Add +2.3% | 16,858 | $1.6M |
| Caprock Group, LLC | 0.03% | Add +239.1% | 16,794 | $1.6M |
| Boston Family Office LLC | 0.10% | Add +1.0% | 16,729 | $1.6M |
| Pallas Capital Advisors LLC | 0.05% | Reduce -0.8% | 16,700 | $1.6M |
| Integrated Wealth Concepts LLC | 0.02% | Reduce -59.5% | 16,685 | $1.6M |
| St. Louis Trust Co | 0.18% | New | 16,660 | $1.6M |
| Heritage Investors Management Corp. | 0.05% | Reduce -1.3% | 16,625 | $1.6M |
| Snowden Capital Advisors LLC | 0.04% | Add +31.4% | 16,581 | $1.6M |
| Carroll Advisory Group, LLC | 0.69% | — | 16,464 | $1.6M |
| Kohmann Bosshard Financial Services, LLC | 0.14% | Reduce -0.9% | 16,390 | $1.6M |
| Well Done, LLC | 0.23% | Add +4.0% | 16,336 | $1.6M |
| IFG Advisors, LLC | 0.26% | Add +6.7% | 16,292 | $1.6M |
| Lazard Asset Management LLC | 0.00% | No change | 16,264 | $1.6M |
| Baker Ellis Asset Management LLC | 0.19% | No change | 16,214 | $1.6M |
| Lowe Brockenbrough & Co. Inc. | 0.08% | Reduce -3.1% | 16,172 | $1.6M |
| Caliber Wealth Management, LLC / KS | 0.17% | Reduce -13.5% | 16,140 | $1.6M |
| Segall Bryant & Hamill, LLC | 0.02% | New | 16,085 | $1.5M |
| First Hawaiian Bank | 0.21% | Reduce -0.1% | 16,047 | $1.5M |
| Moulton Wealth Management, Inc. | 1.46% | Reduce -0.7% | 15,871 | $1.5M |
| Great Valley Advisor Group, Inc. | 0.03% | Add +6.4% | 16,037 | $1.5M |
| SigFig Wealth Management, LLC | 0.05% | Add +565.8% | 15,998 | $1.5M |
| RFG - Bristol Wealth Advisors, LLC | 0.43% | Add +408.3% | 15,986 | $1.5M |
| Parkside Financial Bank & Trust | 0.11% | Reduce -0.1% | 15,927 | $1.5M |
| Compton Wealth Advisory Group, LLC | 0.33% | Add +0.0% | 15,901 | $1.5M |
| Pinnacle Wealth Management Advisory Group, LLC | 0.10% | No change | 15,798 | $1.5M |
| Partners Capital Investment Group, LLP | 0.05% | Add +0.4% | 15,239 | $1.5M |
| Webster Bank, N. A. | 0.14% | No change | 15,227 | $1.5M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.18% | Add +0.4% | 15,223 | $1.5M |
| Avior Wealth Management, LLC | 0.05% | Add +2.0% | 15,211 | $1.5M |
| GC Wealth Management RIA, LLC | 0.05% | New | 15,163 | $1.5M |
| Hapanowicz & Associates Financial Services, Inc | 0.57% | Add +2.7% | 15,152 | $1.5M |
| Luminvest Wealth Management LLC | 0.40% | No change | 15,056 | $1.4M |
| SlateStone Wealth, LLC | 0.12% | No change | 15,042 | $1.4M |
| Daymark Wealth Partners, LLC | 0.05% | Add +6.1% | 15,011 | $1.4M |
| Calamos Wealth Management LLC | 0.05% | Reduce -4.1% | 14,975 | $1.4M |
| Assetmark, Inc. | 0.00% | Add +19.4% | 14,871 | $1.4M |
| Sage Mountain Advisors LLC | 0.08% | No change | 14,756 | $1.4M |
| Centennial Wealth Advisory LLC | 0.38% | Add +0.3% | 14,752 | $1.4M |
| Atlas Brown,Inc. | 0.42% | Reduce -3.8% | 14,710 | $1.4M |
| MBA Advisors LLC | 0.57% | No change | 14,648 | $1.4M |
| Simplicity Wealth,LLC | 0.08% | Add +2.9% | 14,636 | $1.4M |
| West Paces Advisors Inc. | 0.27% | Reduce -4.0% | 14,604 | $1.4M |
| Orgel Wealth Management, LLC | 0.03% | Reduce -6.1% | 14,593 | $1.4M |
| Qube Research & Technologies Ltd | 0.00% | Add +441.8% | 14,531 | $1.4M |
| Argentarii, LLC | 0.45% | New | 14,507 | $1.4M |
| Connecticut Wealth Management, LLC | 0.06% | No change | 14,469 | $1.4M |
| Debussy Capital Management LP | 0.19% | Add +0.0% | 14,464 | $1.4M |
| PFG Advisors | 0.07% | Add +13.9% | 14,357 | $1.4M |
| GM Advisory Group, LLC | 0.05% | Reduce -0.8% | 14,313 | $1.4M |
| Certuity, LLC | 0.09% | Reduce -7.0% | 14,283 | $1.4M |
| Linscomb Wealth, Inc. | 0.06% | Reduce -0.9% | 14,260 | $1.4M |
| Buffalo Business & Estate Services Ltd. | 0.20% | — | 14,230 | $1.4M |
| Great Lakes Advisors, LLC | 0.01% | Add +7.9% | 14,223 | $1.4M |
| RMR Wealth Builders | 0.11% | Reduce -1.5% | 14,193 | $1.4M |
| Bill Few Associates, Inc. | 0.34% | No change | 14,193 | $1.4M |
| SeaBridge Investment Advisors LLC | 0.22% | No change | 14,001 | $1.3M |
| First Financial Bank - Trust Division | 0.11% | Reduce -1.9% | 13,973 | $1.3M |
| Empirical Asset Management, LLC | 0.38% | Reduce -4.7% | 13,942 | $1.3M |
| Ehrenkranz Partners L.P. | 1.52% | Add +0.3% | 13,935 | $1.3M |
| Philadelphia Trust Co. | 0.09% | No change | 13,913 | $1.3M |
| Bison Wealth, LLC | 0.15% | Add +1.9% | 13,943 | $1.3M |
| Dominguez Wealth Management Solutions, Inc. | 0.82% | Add +0.9% | 13,853 | $1.3M |
| Klingman & Associates, LLC | 0.06% | Reduce -0.7% | 13,797 | $1.3M |
| Jordan Park Group LLC | 0.08% | Reduce -22.8% | 13,742 | $1.3M |
| Monetary Management Group Inc. | 0.30% | No change | 13,655 | $1.3M |
| CreativeOne Wealth, LLC | 0.03% | Add +45.7% | 13,634 | $1.3M |
| Montag A & Associates Inc. | 0.06% | Add +183.4% | 13,631 | $1.3M |
| Flputnam Investment Management Co. | 0.02% | Reduce -6.6% | 13,516 | $1.3M |
| Patriot Investment Management Group, Inc. | 0.08% | No change | 13,484 | $1.3M |
| North Berkeley Wealth Management, LLC | 0.76% | No change | 13,410 | $1.3M |
| Compass Capital Corp. /Ma/ | 0.49% | Add +105.9% | 12,498 | $1.3M |
| Focus Partners Advisor Solutions, LLC | 0.02% | Reduce -4.3% | 13,124 | $1.3M |
| Winthrop Advisory Group LLC | 0.11% | Reduce -2.8% | 13,086 | $1.3M |
| Live Oak Private Wealth LLC | 0.17% | No change | 13,084 | $1.3M |
| Occidental Asset Management, LLC | 0.15% | No change | 12,961 | $1.2M |
| Sunbeam Capital Management, LLC | 0.74% | Add +0.4% | 12,924 | $1.2M |
| MidFirst Bank | 0.10% | — | 12,872 | $1.2M |
| Strategic Blueprint, LLC | 0.07% | Add +0.8% | 12,776 | $1.2M |
| Lyell Wealth Management, LP | 0.09% | Reduce -7.2% | 12,612 | $1.2M |
| Sterling Capital Management LLC | 0.02% | Add +0.1% | 12,554 | $1.2M |
| Compound Planning, Inc. | 0.04% | Reduce -6.1% | 12,426 | $1.2M |
| Odyssey Capital Advisors, Inc. | 1.06% | — | 12,366 | $1.2M |
| Two Sigma Securities, LLC | 0.16% | New | 12,247 | $1.2M |
| Cambridge Associates LLC /Ma/ | 0.02% | No change | 12,198 | $1.2M |
| Moneco Advisors, LLC | 0.09% | Add +1.2% | 12,196 | $1.2M |
| Becker Capital Management Inc. | 0.03% | No change | 12,144 | $1.2M |
| Okabena Investment Services Inc. | 0.22% | Reduce -0.6% | 12,112 | $1.2M |
| Seneca Financial Advisors LLC | 0.35% | Add +0.4% | 12,042 | $1.2M |
| Radnor Capital Management, LLC | 0.17% | No change | 12,010 | $1.2M |
| Advisors Capital Management, LLC | 0.01% | Add +18.2% | 11,946 | $1.2M |
| Thoroughbred Financial Services, LLC | 0.07% | Reduce -4.2% | 11,805 | $1.1M |
| Heritage Trust Co | 0.11% | Reduce -1.9% | 11,732 | $1.1M |
| Pps&v Asset Management Consultants, Inc. | 0.65% | No change | 11,710 | $1.1M |
| Independent Financial Group, LLC | 0.03% | Reduce -1.4% | 11,695 | $1.1M |
| Sunbelt Securities, Inc. | 0.07% | Reduce -1.6% | 11,662 | $1.1M |
| CENTRAL TRUST Co | 0.02% | Reduce -8.6% | 11,662 | $1.1M |
| Atlanta Consulting Group Advisors, LLC | 0.25% | New | 11,654 | $1.1M |
| Select Equity Group, L.P. | 0.01% | Add +1255.8% | 11,633 | $1.1M |
| Blue Trust, Inc. | 0.01% | Add +2.8% | 11,622 | $1.1M |
| USAdvisors Wealth Management, LLC | 0.37% | Add +0.3% | 11,542 | $1.1M |
| Pine Haven Investment Counsel, Inc | 0.79% | No change | 11,522 | $1.1M |
| Jupiter Wealth Management LLC | 0.49% | No change | 11,000 | $1.1M |
| Nordwand Advisors, LLC | 0.19% | Reduce -0.1% | 11,470 | $1.1M |
| TPG Financial Advisors, LLC | 0.37% | Add +0.9% | 11,459 | $1.1M |
| Kirtland Hills Capital Management, LLC | 0.39% | Add +56.2% | 11,454 | $1.1M |
| Cypress Capital Group | 0.12% | Reduce -0.7% | 11,407 | $1.1M |
| RiverFront Investment Group, LLC | 0.02% | Add +3.5% | 11,403 | $1.1M |
| Cassaday & Co Wealth Management LLC | 0.02% | No change | 11,329 | $1.1M |
| Forefront Wealth Partners, LLC | 0.51% | Add +45.8% | 11,277 | $1.1M |
| Western Wealth Management, LLC | 0.05% | Add +32.1% | 11,216 | $1.1M |
| Brown Brothers Harriman & Co. | 0.01% | No change | 11,192 | $1.1M |
| IFP Advisors, Inc | 0.02% | Add +0.6% | 11,162 | $1.1M |
| Stillwater Capital Advisors, LLC | 0.12% | Add +0.5% | 11,149 | $1.1M |
| Rare Wolf Capital LLC | 0.67% | — | 11,148 | $1.1M |
| Savvy Advisors, Inc. | 0.03% | Add +9.3% | 11,063 | $1.1M |
| Kendall Capital Management | 0.22% | Add +89.7% | 11,000 | $1.1M |
| Benjamin Edwards Inc. | 0.01% | Reduce -14.0% | 10,994 | $1.1M |
| Arrowroot Family Office, LLC | 0.38% | Add +7.1% | 10,949 | $1.1M |
| Leslie Global Wealth, LLC | 0.47% | Add +3.5% | 10,942 | $1.1M |
| WCG Wealth Advisors LLC | 0.03% | New | 10,918 | $1.1M |
| Columbia Asset Management | 0.19% | No change | 10,872 | $1.0M |
| Duncker Streett & Co. Inc. | 0.19% | No change | 10,830 | $1.0M |
| Moors & Cabot, Inc. | 0.04% | Add +31.1% | 10,787 | $1.0M |
| Birch Hill Investment Advisors LLC | 0.04% | No change | 10,706 | $1.0M |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Add +18.5% | 10,690 | $1.0M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.02% | No change | 10,669 | $1.0M |
| Moneywise, Inc. | 0.43% | New | 10,629 | $1.0M |
| Waldron Private Wealth LLC | 0.04% | Reduce -1.9% | 10,602 | $1.0M |
| Pinney & Scofield, Inc. | 0.58% | No change | 10,600 | $1.0M |
| Nwam LLC | 0.06% | Reduce -15.7% | 10,171 | $1.0M |
| Operose Advisors LLC | 0.24% | Add +0.1% | 10,559 | $1.0M |
| Ofc Financial Planning, LLC | 0.96% | Reduce -2.8% | 10,549 | $1.0M |
| Mill Capital Management, LLC | 0.07% | Add +20.6% | 10,524 | $1.0M |
| NBT Bank, N.A. | 0.07% | Add +0.2% | 10,500 | $1.0M |
| Ritter Daniher Financial Advisory LLC / DE | 0.17% | Reduce -1.1% | 10,497 | $1.0M |
| Center for Wealth Management Advisory | 0.74% | — | 10,427 | $1.0M |
| RKL Wealth Management LLC | 0.08% | Add +0.2% | 10,364 | $998K |
| Harbor Investment Advisory, LLC | 0.07% | Reduce -3.2% | 10,332 | $995K |
| Neuberger Berman Group LLC | 0.00% | Reduce -2.9% | 10,273 | $989K |
| Mason & Associates, LLC | 0.22% | Reduce -9.4% | 10,272 | $989K |
| Pacific Park Financial, Inc. | 0.62% | — | 10,262 | $988K |
| Narwhal Capital Management | 0.07% | No change | 10,231 | $985K |
| Perennial Investment Advisors, LLC | 0.08% | Reduce -30.7% | 10,229 | $985K |
| UNIVEST FINANCIAL Corp | 0.05% | Add +8.7% | 10,213 | $983K |
| Pension & Wealth Management Advisors, Inc. | 0.29% | No change | 10,168 | $979K |
| Advisor Resource Council | 0.35% | No change | 10,112 | $973K |
| Capital Investment Advisors, LLC | 0.01% | Reduce -6.3% | 10,048 | $967K |
| Breakwater Capital Group | 0.13% | Add +0.0% | 9,992 | $962K |
| Vista Capital Partners, Inc. | 0.09% | Add +36.0% | 9,937 | $957K |
| Burling Wealth Partners, LLC | 0.15% | No change | 9,934 | $956K |
| Jackson Hole Capital Partners, LLC | 0.16% | No change | 9,927 | $956K |
| Vontobel Holding Ltd. | 0.00% | No change | 9,925 | $955K |
| Jaffetilchin Investment Partners, LLC | 0.06% | Add +6.0% | 9,920 | $955K |
| Cyndeo Wealth Partners, LLC | 0.05% | Add +3.3% | 9,855 | $949K |
| SB Capital Management Inc | 0.35% | — | 9,854 | $949K |
| Guardian Wealth Advisors, LLC / NC | 0.06% | Add +2.8% | 9,694 | $933K |
| North Star Investment Management Corp. | 0.06% | No change | 9,660 | $930K |
| WealthShield Partners, LLC | 0.10% | Add +79.0% | 9,656 | $930K |
| Elevation Point Wealth Partners, LLC | 0.04% | New | 9,650 | $929K |
| Vestmark Advisory Solutions, Inc. | 0.01% | New | 9,650 | $929K |
| Midland Wealth Advisors, LLC | 0.05% | Reduce -0.0% | 9,627 | $927K |
| Selective Wealth Management, Inc. | 0.29% | No change | 9,158 | $926K |
| American Wealth Advisors, LLC | 0.91% | Reduce -1.1% | 9,614 | $926K |
| Higgins & Schmidt Wealth Strategies LLC | 0.44% | Reduce -0.5% | 9,569 | $921K |
| Asset Advisory Group, Inc. | 0.46% | — | 9,541 | $919K |
| Insigneo Advisory Services, LLC | 0.07% | Reduce -14.8% | 9,526 | $917K |
| Wedmont Private Capital | 0.03% | Add +39.2% | 9,265 | $916K |
| Plante Moran Financial Advisors, LLC | 0.06% | No change | 9,496 | $914K |
| MCF Advisors LLC | 0.05% | Add +9.2% | 9,427 | $907K |
| Patten & Patten Inc. | 0.05% | No change | 9,400 | $905K |
| Beacon Financial Advisory LLC | 0.21% | Reduce -0.5% | 9,389 | $904K |
| Leavell Investment Management, Inc. | 0.04% | Reduce -2.9% | 9,329 | $898K |
| Parthenon LLC | 0.10% | No change | 9,323 | $898K |
| Kelman-Lazarov, Inc. | 0.13% | Add +27.2% | 9,264 | $892K |
| Dana Investment Advisors, Inc. | 0.03% | Add +15.3% | 9,249 | $890K |
| Summit Trail Advisors, LLC | 0.02% | Add +94.8% | 9,247 | $890K |
| Circle Wealth Management, LLC | 0.01% | Add +0.0% | 9,244 | $890K |
| Harbor Asset Planning, Inc. | 0.76% | Add +0.4% | 9,179 | $884K |
| GeoWealth Management, LLC | 0.03% | Reduce -7.3% | 9,147 | $881K |
| International Assets Investment Management, LLC | 0.06% | Add +74.4% | 9,142 | $880K |
| Bar Harbor Wealth Management | 0.05% | Add +60.1% | 9,135 | $879K |
| Buckhead Capital Management LLC | 0.31% | Add +17.0% | 9,116 | $878K |
| Goldstein Advisors, LLC | 0.10% | Reduce -4.3% | 9,112 | $877K |
| Modern Wealth Management, LLC | 0.02% | New | 9,073 | $873K |
| Baron Wealth Management LLC | 0.27% | Add +1.8% | 9,052 | $871K |
| Center for Financial Planning, Inc. | 0.09% | Add +0.1% | 9,021 | $868K |
| Fulton Breakefield Broenniman LLC | 0.05% | Reduce -0.3% | 8,952 | $862K |
| Cedrus Wealth Group LLC | 0.79% | — | 8,948 | $861K |
| Empower Advisory Group, LLC | 0.00% | Add +18.9% | 8,931 | $860K |
| LGL Partners, LLC | 0.37% | Add +0.4% | 8,930 | $860K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.02% | No change | 8,913 | $858K |
| Paces Ferry Wealth Advisors, LLC | 0.35% | Add +0.2% | 8,912 | $858K |
| Kanawha Capital Management LLC | 0.06% | Reduce -3.0% | 8,806 | $848K |
| Lee Danner & Bass Inc. | 0.06% | Add +3.8% | 8,766 | $844K |
| Sapient Capital LLC | 0.01% | Add +2.6% | 8,660 | $842K |
| MidAtlantic Capital Management, Inc. | 0.54% | Reduce -0.2% | 8,743 | $842K |
| Foundations Investment Advisors, LLC | 0.01% | Add +0.1% | 8,743 | $842K |
| Brown, Lisle/Cummings, Inc. | 0.21% | No change | 8,700 | $838K |
| Ironwood Financial, llc | 0.14% | Reduce -0.7% | 8,338 | $835K |
| Certified Advisory Corp | 0.08% | Reduce -0.5% | 8,635 | $831K |
| American National Bank & Trust | 0.08% | Reduce -6.5% | 8,617 | $830K |
| Pacific Financial Group Inc. | 0.46% | Reduce -17.3% | 8,607 | $829K |
| Transcend Capital Advisors, LLC | 0.06% | Add +10.6% | 8,583 | $826K |
| Precision Wealth Strategies, LLC | 0.27% | No change | 8,533 | $821K |
| Spirepoint Private Client, LLC | 0.08% | Add +0.1% | 8,516 | $820K |
| First Financial Bankshares Inc | 0.02% | No change | 8,488 | $817K |
| Curio Wealth, LLC | 0.29% | No change | 8,301 | $812K |
| Glassman Wealth Services | 0.11% | No change | 8,397 | $808K |
| Retirement Planning Group, LLC | 0.03% | Reduce -0.6% | 8,378 | $807K |
| Baldwin Investment Management, LLC | 0.09% | No change | 8,363 | $805K |
| S&co Inc. | 0.05% | No change | 8,344 | $803K |
| Princeton Global Asset Management LLC | 0.13% | Add +4.4% | 8,316 | $801K |
| BIP Wealth, LLC | 0.03% | No change | 8,298 | $799K |
| AmeriServ Wealth Advisors | 0.46% | Reduce -6.2% | 8,252 | $794K |
| Beese Fulmer Investment Management, Inc. | 0.05% | No change | 8,210 | $790K |
| QRG Capital Management, Inc. | 0.01% | Add +52.0% | 8,182 | $788K |
| Beaumont Financial Advisors, LLC | 0.05% | Add +1.2% | 8,166 | $786K |
| Essex Bank | 0.17% | Reduce -0.1% | 8,147 | $784K |
| GWN Securities Inc. | 0.16% | Reduce -7.2% | 8,117 | $781K |
| AlphaCore Capital LLC | 0.02% | Add +0.1% | 8,109 | $781K |
| New England Professional Planning Group Inc. | 0.33% | Reduce -22.2% | 8,101 | $780K |
| First Commonwealth Financial Corp | 0.13% | Add +14.4% | 8,072 | $777K |
| Smith Salley Wealth Management | 0.04% | Reduce -1.2% | 8,061 | $776K |
| Moody LYNN Lieberson & Walker, LLC | 0.04% | Add +1.7% | 8,036 | $774K |
| Brasada Capital Management, LP | 0.13% | Reduce -23.7% | 7,947 | $773K |
| Summit Investment Advisory Services, LLC | 0.29% | Add +4.3% | 8,020 | $772K |
| Fermata Advisors, LLC | 0.18% | Add +2.2% | 7,993 | $770K |
| Obermeyer Wealth Partners | 0.04% | Reduce -23.4% | 7,963 | $767K |
| Mission Wealth Management, LP | 0.02% | Add +0.1% | 7,948 | $765K |
| Angeles Wealth Management, LLC | 0.04% | Add +8.8% | 7,941 | $764K |
| Triad Wealth Partners, LLC | 0.07% | Add +16.3% | 7,939 | $764K |
| Polaris Investment Advisors, LLC | 0.55% | — | 7,932 | $764K |
| Montis Financial, LLC | 0.15% | Reduce -10.5% | 7,929 | $763K |
| Opal Capital LLC | 0.19% | — | 7,451 | $761K |
| Wealthquest Corp | 0.06% | New | 7,893 | $760K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.02% | Reduce -5.1% | 7,887 | $759K |
| Wellspring Financial Advisors, LLC | 0.06% | No change | 7,885 | $759K |
| Shepherd Financial Partners LLC | 0.07% | Reduce -4.2% | 7,879 | $759K |
| Investment Advisory Group, LLC | 0.19% | Reduce -0.3% | 7,823 | $753K |
| Flagstone Financial Management | 0.19% | No change | 7,823 | $753K |
| Nicolet Bankshares Inc. | 0.12% | Add +38.5% | 7,818 | $753K |
| Bensler, LLC | 0.08% | Add +0.0% | 7,795 | $750K |
| Old Second National Bank of Aurora | 0.15% | No change | 7,780 | $749K |
| Central Bank & Trust Co. | 0.12% | Add +0.3% | 7,773 | $748K |
| Walled Lake Planning & Wealth Management, LLC | 0.24% | Add +1.6% | 7,751 | $746K |
| Next Level Private LLC | 0.20% | Reduce -8.9% | 7,745 | $746K |
| McMillan Office, Inc. | 0.09% | — | 7,736 | $745K |
| Focused Alpha, LLC | 0.22% | — | 7,707 | $742K |
| Fiduciary Alliance LLC | 0.05% | Add +0.2% | 7,692 | $740K |
| Indivisible Partners | 0.08% | — | 7,631 | $735K |
| Innovative Wealth Building LLC | 0.53% | Add +3.4% | 7,615 | $733K |
| JNBA Financial Advisors | 0.06% | No change | 7,602 | $732K |
| Larson Financial Group LLC | 0.02% | Reduce -0.6% | 7,599 | $732K |
| Midwest Financial Group LLC | 0.32% | Add +32.2% | 7,577 | $729K |
| Bragg Financial Advisors, Inc | 0.02% | No change | 7,553 | $727K |
| Caldwell Trust Co | 0.06% | No change | 7,531 | $725K |
| Invenio Wealth Partners LLC | 0.27% | No change | 7,529 | $725K |
| BlueSky Wealth Advisors, LLC | 0.10% | No change | 7,481 | $720K |
| Traveka Wealth, LLC | 0.29% | Add +35.6% | 7,478 | $720K |
| Vise Technologies, Inc. | 0.01% | Add +63.3% | 7,476 | $720K |
| Ascentis Independent Advisors | 0.12% | Add +3.3% | 7,474 | $720K |
| Diversified Management Inc. | 0.17% | — | 7,463 | $718K |
| Independent Advisor Alliance | 0.02% | Reduce -10.8% | 7,407 | $713K |
| Brady Family Wealth, LLC | 0.22% | No change | 7,397 | $712K |
| Viawealth, LLC | 0.40% | Reduce -18.5% | 7,352 | $708K |
| Endeavor Private Wealth, Inc. | 0.20% | Add +0.1% | 7,315 | $704K |
| ICW Investment Advisors LLC | 0.25% | Add +0.0% | 7,275 | $700K |
| FourThought Financial Partners, LLC | 0.06% | No change | 7,259 | $699K |
| Tranquility Partners, LLC | 0.25% | Add +0.7% | 7,233 | $696K |
| Destiny Wealth Partners, LLC | 0.08% | Reduce -9.2% | 6,893 | $692K |
| Greenhouse Wealth Management, LLC | 0.41% | Add +0.4% | 7,190 | $692K |
| Thompson Siegel & Walmsley LLC | 0.01% | No change | 7,167 | $690K |
| Hunter Associates Investment Management LLC | 0.09% | Add +0.0% | 7,145 | $687K |
| Fiducient Advisors LLC | 0.09% | Reduce -51.4% | 7,126 | $686K |
| Stratos Investment Management, LLC | 0.03% | Reduce -88.1% | 7,101 | $684K |
| Uptick Partners, LLC | 0.15% | Add +14.8% | 7,098 | $683K |
| Bear Mountain Capital, Inc. | 0.22% | Reduce -0.4% | 6,756 | $683K |
| Kingswood Wealth Advisors, LLC | 0.03% | Add +72.1% | 7,079 | $682K |
| BOK Financial Private Wealth, Inc. | 0.04% | No change | 7,051 | $679K |
| Cranbrook Wealth Management, LLC | 0.13% | No change | 7,020 | $676K |
| Ballew Advisors, Inc | 0.38% | Add +0.0% | 6,686 | $670K |
| Freestone Capital Holdings, LLC | 0.02% | Add +15.6% | 6,949 | $669K |
| Facet Wealth, Inc. | 0.01% | Add +33.5% | 6,667 | $668K |
| Anson Capital, Inc. | 0.49% | No change | 6,933 | $667K |
| Smithfield Trust Co | 0.03% | No change | 6,940 | $663K |
| Brand Asset Management Group, Inc. | 0.18% | Reduce -5.7% | 6,837 | $658K |
| Brookstone Capital Management | 0.01% | Add +19.8% | 6,810 | $656K |
| BLB&B Advisors, LLC | 0.03% | Reduce -18.9% | 6,808 | $655K |
| Moss Adams Wealth Advisors LLC | 0.05% | No change | 6,786 | $653K |
| Diversified Enterprises, LLC | 0.04% | New | 6,784 | $653K |
| First PREMIER Bank | 0.15% | No change | 6,783 | $653K |
| Tower Research Capital LLC (TRC) | 0.02% | Add +25014.8% | 6,781 | $653K |
| CWA Asset Management Group, LLC | 0.02% | Add +0.1% | 6,739 | $649K |
| Advisory Resource Group | 0.11% | Add +3.8% | 6,713 | $646K |
| Carnegie Investment Counsel | 0.01% | Add +23.0% | 6,701 | $645K |
| First Bancorp, Inc | 0.34% | No change | 6,696 | $645K |
| Capital Analysts, LLC | 0.02% | Reduce -2.0% | 6,664 | $642K |
| Harbour Investments, Inc. | 0.01% | Reduce -3.1% | 6,661 | $641K |
| Vigilare Wealth Management | 0.22% | Reduce -78.4% | 6,643 | $640K |
| SilverOak Wealth Management LLC | 0.10% | No change | 6,610 | $636K |
| Bearing Point Capital, LLC | 0.10% | Add +11.6% | 6,602 | $636K |
| Veracity Capital LLC | 0.19% | Add +1.0% | 6,601 | $635K |
| Osborne Partners Capital Management, LLC | 0.03% | No change | 6,600 | $635K |
| Centaurus Financial, Inc. | 0.03% | Reduce -0.1% | 6,599 | $635K |
| Cassia Capital Partners, LLC | 0.34% | Reduce -3.8% | 6,578 | $633K |
| Wealth Dimensions Group, Ltd. | 0.12% | Reduce -23.1% | 6,516 | $627K |
| Cordatus Wealth Management LLC | 0.14% | Add +6.7% | 6,515 | $627K |
| McNaughton Wealth Management, LLC | 0.26% | Reduce -4.1% | 6,500 | $626K |
| London Co. of Virginia | 0.00% | Add +34084.2% | 6,495 | $625K |
| Curated Wealth Partners LLC | 0.07% | New | 6,459 | $622K |
| Florida Trust Wealth Management Co | 0.02% | Reduce -1.1% | 6,451 | $621K |
| Segment Wealth Management, LLC | 0.04% | No change | 6,449 | $621K |
| First American Trust, FSB | 0.04% | Add +3.2% | 6,436 | $620K |
| Postrock Partners LLC | 0.27% | No change | 6,376 | $614K |
| Relyea Zuckerberg Hanson LLC | 0.06% | Add +0.2% | 6,365 | $613K |
| Foster Dykema Cabot & Partners, LLC | 0.04% | Reduce -19.7% | 6,351 | $611K |
| Cape Cod Five Cents Savings Bank | 0.06% | No change | 6,907 | $609K |
| Reston Wealth Management LLC | 0.19% | Add +0.4% | 6,315 | $608K |
| CoreCap Advisors, LLC | 0.02% | Reduce -0.3% | 6,299 | $606K |
| Bangor Savings Bank | 0.05% | No change | 6,270 | $604K |
| Intrua Financial, LLC | 0.07% | Add +52.6% | 6,258 | $602K |
| CVFG LLC | 0.41% | No change | 6,229 | $600K |
| Hollencrest Capital Management | 0.02% | No change | 6,226 | $599K |
| Allen Mooney & Barnes Investment Advisors LLC | 0.09% | Reduce -2.0% | 6,208 | $598K |
| Alesco Advisors, LLC, An ESL Co | 0.02% | No change | 6,200 | $597K |
| Valley Forge Investment Consultants Inc. Adv | 0.17% | No change | 6,191 | $596K |
| Axis Wealth Partners, LLC | 0.33% | Reduce -3.8% | 6,174 | $594K |
| Wise Wealth Partners | 0.85% | No change | 6,170 | $594K |
| Trust Co of the South | 0.10% | Add +8.4% | 6,145 | $592K |
| Lawood & Co. | 0.56% | — | 6,125 | $590K |
| Sfam, LLC | 0.54% | — | 6,123 | $589K |
| Betterment LLC | 0.00% | Reduce -1.3% | 6,098 | $587K |
| Forum Financial Management, LP | 0.01% | No change | 6,096 | $587K |
| SHP Wealth Management | 0.05% | — | 6,050 | $583K |
| First Nebraska Trust Co | 0.05% | No change | 6,050 | $582K |
| Richardson Financial Services Inc. | 0.19% | Add +48.8% | 6,034 | $581K |
| AAF Wealth Management, LLC | 0.24% | Reduce -3.4% | 6,033 | $581K |
| Thomasville National Bank | 0.04% | Add +0.7% | 6,009 | $578K |
| Fairfield, Bush & Co. | 0.30% | Add +4.1% | 5,990 | $577K |
| Richardson Capital Management LLC | 0.29% | No change | 5,960 | $574K |
| Edgemoor Investment Advisors, Inc. | 0.04% | Reduce -37.0% | 5,960 | $574K |
| Crestwood Advisors Group, LLC | 0.01% | Reduce -15.2% | 5,956 | $573K |
| Cedarwood Wealth LLC | 0.64% | — | 5,707 | $573K |
| Cynosure Group, LLC | 0.06% | Reduce -16.7% | 5,968 | $573K |
| Pinnacle Bancorp, Inc. | 0.17% | No change | 5,910 | $569K |
| First Financial Corp. | 0.21% | Add +21.7% | 5,891 | $567K |
| Vickerman Investment Advisors, Inc. | 0.11% | Reduce -0.2% | 5,814 | $560K |
| Alpha Financial Partners LLC | 0.34% | Reduce -0.5% | 5,774 | $556K |
| My Personal CFO, LLC | 0.23% | New | 5,725 | $551K |
| Westmount Partners, LLC | 0.14% | No change | 5,706 | $549K |
| Palisade Asset Management, LLC | 0.05% | Add +0.0% | 5,701 | $549K |
| Xcelsior Advisor Partners LLC | 0.27% | — | 5,686 | $547K |
| PKS Advisory Services, LLC | 0.12% | Add +2.3% | 5,680 | $547K |
| Apella Capital, LLC | 0.01% | Add +162.7% | 5,655 | $544K |
| Union Savings Bank | 0.24% | — | 5,647 | $544K |
| Sfmg, LLC | 0.04% | No change | 5,637 | $543K |
| TFC Financial Management, Inc. | 0.07% | No change | 5,605 | $540K |
| Macroview Investment Management LLC | 0.37% | Add +0.2% | 5,603 | $539K |
| Keel Point, LLC | 0.03% | Add +25.7% | 5,585 | $538K |
| Forum Private Client Group LLC | 0.18% | Reduce -1.1% | 5,581 | $537K |
| Ducere Wealth Management LLC | 0.21% | — | 5,554 | $535K |
| Salomon & Ludwin, LLC | 0.05% | No change | 5,425 | $534K |
| Equitable Trust Co. | 0.02% | No change | 5,532 | $533K |
| Meramec Financial Planners, LLC | 0.21% | — | 5,227 | $532K |
| Fourpath Capital Management, LLC | 0.07% | No change | 5,465 | $526K |
| Caldwell Sutter Capital, Inc. | 0.22% | No change | 5,464 | $526K |
| Impact Capital Partners LLC | 0.16% | Reduce -9.8% | 5,460 | $526K |
| Torrey Growth & Income Advisors | 0.18% | Add +0.0% | 5,452 | $525K |
| Tsfg, LLC | 0.08% | Reduce -58.5% | 5,448 | $524K |
| Werba Rubin Papier Wealth Management | 0.14% | Add +0.3% | 5,443 | $524K |
| IFG Advisory, LLC | 0.02% | Add +15.7% | 5,390 | $519K |
| GW&K Investment Management, LLC | 0.00% | No change | 5,381 | $518K |
| SMI Advisory Services, LLC | 0.09% | Reduce -11.3% | 5,161 | $517K |
| First National Bank & Trust Co. of Newtown | 0.09% | No change | 5,344 | $514K |
| Arbor Wealth Advisors LLC | 0.37% | No change | 5,337 | $514K |
| Hudson Value Partners, LLC | 0.15% | New | 5,280 | $514K |
| XTX Topco Ltd | 0.01% | New | 5,321 | $512K |
| Harbour Capital Advisors, LLC | 0.10% | No change | 5,260 | $512K |
| Encompass Wealth Advisors, LLC | 0.17% | No change | 5,309 | $511K |
| Stevens Capital Partners | 0.13% | Add +0.0% | 5,306 | $511K |
| First Trust Advisors LP | 0.00% | Add +135.4% | 5,305 | $511K |
| Fiduciary Advisors, Inc. | 0.39% | Add +0.4% | 5,304 | $511K |
| United Community Bank | 0.19% | No change | 5,303 | $511K |
| Investor's Fiduciary Advisor Network, LLC | 0.11% | New | 5,296 | $509K |
| TCI Wealth Advisors, Inc. | 0.03% | Reduce -34.4% | 5,276 | $508K |
| Nilsine Partners, LLC | 0.04% | No change | 5,274 | $508K |
| Paller Financial Services Inc | 0.41% | — | 5,262 | $507K |
| Northstar Financial Companies, Inc. | 0.40% | New | 5,255 | $506K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -0.4% | 5,251 | $506K |
| Altus Wealth Group LLC | 0.20% | Reduce -0.9% | 5,245 | $505K |
| Colonial Trust Advisors | 0.04% | Add +10.6% | 5,231 | $504K |
| Flagship Harbor Advisors, LLC | 0.02% | Reduce -5.0% | 5,220 | $503K |
| Iridian Asset Management LLC | 0.18% | New | 5,220 | $503K |
| TMB Capital Partners, LLC | 0.17% | — | 5,217 | $502K |
| Jamison Private Wealth Management, Inc. | 0.06% | Reduce -4.5% | 5,206 | $501K |
| Balefire, LLC | 0.10% | Add +59.9% | 5,204 | $501K |
| Nolet Wealth Management, LLC | 0.28% | — | 5,185 | $499K |
| SOL Capital Management CO | 0.04% | No change | 5,180 | $499K |
| Hirtle & Co., LLC | 0.02% | No change | 5,143 | $495K |
| Dynamic Advisor Solutions LLC | 0.02% | Reduce -0.1% | 5,136 | $494K |
| LMCG Investments, LLC | 0.03% | No change | 5,131 | $494K |
| DBK Financial Counsel, LLC | 0.38% | No change | 5,105 | $491K |
| HighPoint Advisor Group LLC | 0.01% | New | 5,099 | $491K |
| William Mack & Associates, Inc. | 0.23% | Reduce -5.5% | 5,083 | $489K |
| Sonoma Allocations LLC | 0.16% | Reduce -0.0% | 4,899 | $489K |
| New Hampshire Trust | 0.10% | No change | 5,069 | $488K |
| Everhart Financial Group, Inc. | 0.05% | Reduce -0.6% | 5,066 | $488K |
| BCS Private Wealth Management, Inc. | 0.17% | Reduce -4.2% | 5,050 | $486K |
| Arthur M. Cohen & Associates, LLC | 0.08% | Add +0.2% | 5,045 | $486K |
| Park National Corp. | 0.02% | Reduce -11.4% | 5,044 | $486K |
| Weil Company, Inc. | 0.11% | No change | 5,036 | $485K |
| Canandaigua National Trust Co of Florida | 0.30% | Reduce -3.0% | 5,026 | $484K |
| KFA Private Wealth Group, LLC | 0.12% | Add +0.0% | 5,023 | $484K |
| Ballast Financial Advisors LLC | 0.50% | — | 5,012 | $483K |
| Herold Advisors, Inc. | 0.11% | No change | 5,000 | $481K |
| E&G Advisors, LLC | 0.11% | No change | 5,000 | $481K |
| Jane Street Group, LLC | 0.00% | New | 5,000 | $481K |
| Trust Co | 0.05% | Add +7.2% | 4,998 | $481K |
| Valued Retirements, Inc. | 0.47% | No change | 4,990 | $480K |
| Exencial Wealth Advisors, LLC | 0.02% | Add +4.5% | 4,988 | $480K |
| Mach-1 Financial Group, LLC | 0.10% | New | 4,981 | $480K |
| Signature Estate & Investment Advisors LLC | 0.01% | Reduce -18.6% | 4,977 | $479K |
| Joel Isaacson & Co., LLC | 0.02% | Reduce -12.3% | 4,971 | $479K |
| Castle Wealth Management LLC | 0.16% | No change | 4,960 | $478K |
| Beck Bode, LLC | 0.08% | Reduce -6.7% | 4,951 | $477K |
| Christensen, King & Associates Investment Services, Inc. | 0.20% | Reduce -0.9% | 4,944 | $476K |
| Nicolet Advisory Services, LLC | 0.03% | New | 4,743 | $475K |
| Lake Street Private Wealth, LLC | 0.06% | Reduce -0.7% | 4,848 | $467K |
| M1 Capital Management LLC | 0.19% | Reduce -0.6% | 4,828 | $465K |
| Colonial Trust Co / SC | 0.06% | No change | 4,825 | $465K |
| Windsor Capital Management, LLC | 0.14% | Reduce -21.8% | 4,824 | $464K |
| Golden State Wealth Management, LLC | 0.05% | Reduce -0.5% | 4,810 | $463K |
| Clal Insurance Enterprises Holdings Ltd | 0.00% | No change | 4,804 | $462K |
| Register Financial Advisors LLC | 0.18% | Add +0.2% | 4,792 | $461K |
| 49 Wealth Management, LLC | 0.04% | Add +1.5% | 4,789 | $461K |
| L.K. Benson & Company, P.C. | 0.23% | New | 4,785 | $461K |
| Mgo One Seven LLC | 0.01% | Reduce -2.0% | 4,775 | $460K |
| NCM Capital Management, LLC | 0.17% | No change | 4,752 | $457K |
| InvesTrust | 0.18% | No change | 4,743 | $457K |
| Jefferies Financial Group Inc. | 0.00% | No change | 4,740 | $456K |
| Paladin Advisory Group, LLC | 0.33% | Add +1305.6% | 4,737 | $456K |
| JGP Wealth Management, LLC | 0.05% | Add +16.5% | 4,733 | $456K |
| JT Stratford LLC | 0.06% | New | 4,721 | $454K |
| Holistic Financial Partners | 0.16% | No change | 4,712 | $454K |
| Stonebrook Private Inc. | 0.10% | No change | 4,712 | $454K |
| Farmers & Merchants Trust Co of Chambersburg PA | 0.13% | No change | 4,696 | $452K |
| Victory Financial Group, LLC | 0.06% | Add +28.8% | 4,687 | $451K |
| Kirkwood Financial Services | 0.16% | Reduce -0.2% | 4,675 | $450K |
| Resurgent Financial Advisors LLC | 0.23% | No change | 4,675 | $450K |
| Breachway Investments LLC | 0.47% | — | 4,665 | $449K |
| Flagship Private Wealth, LLC | 0.18% | Add +0.4% | 4,657 | $448K |
| Broadview Financial Management, LLC | 0.30% | Add +0.4% | 4,648 | $447K |
| Bell Bank | 0.02% | Add +6.7% | 4,622 | $445K |
| AdvisorNet Financial, Inc | 0.02% | Add +10.1% | 4,602 | $443K |
| TrustBank | 0.18% | — | 4,600 | $443K |
| Parcion Private Wealth LLC | 0.03% | New | 4,576 | $441K |
| Lynx Investment Advisory | 0.24% | New | 4,565 | $440K |
| D. E. Shaw & Co. | 0.00% | New | 4,563 | $439K |
| Mutual Advisors, LLC | 0.01% | Add +9.1% | 4,555 | $439K |
| MWA Asset Management | 0.24% | Add +0.7% | 4,536 | $437K |
| Sax Wealth Advisors, LLC | 0.02% | Add +15.0% | 4,524 | $435K |
| King Wealth Management Group | 0.05% | No change | 4,520 | $435K |
| Fortis Capital Advisors, LLC | 0.06% | Reduce -0.1% | 4,505 | $434K |
| Praetorian Wealth Management, Inc. | 0.09% | New | 4,500 | $433K |
| Legacy Wealth Asset Management, LLC | 0.11% | New | 4,474 | $431K |
| Allegheny Financial Group | 0.06% | New | 4,473 | $431K |
| Hohimer Wealth Management, LLC | 0.06% | No change | 4,450 | $428K |
| Guardian Asset Advisors, LLC | 0.22% | Add +0.4% | 4,449 | $428K |
| BankPlus Trust Department | 0.11% | No change | 4,437 | $427K |
| Checchi Capital Advisers, LLC | 0.03% | Reduce -0.2% | 4,436 | $427K |
| James J. Burns & Company, LLC | 0.06% | Add +0.1% | 4,421 | $426K |
| ERn Financial, LLC | 0.08% | New | 4,416 | $425K |
| Invera Wealth Advisors, LLC | 0.27% | Reduce -2.7% | 4,398 | $423K |
| HMS Capital Management, LLC | 0.17% | No change | 4,393 | $423K |
| National Bank of Canada | 0.00% | Add +3.1% | 4,388 | $422K |
| Plancorp, LLC | 0.01% | No change | 4,386 | $422K |
| Advisory Alpha, LLC | 0.01% | Reduce -2.8% | 4,375 | $421K |
| Burney Co./ | 0.01% | Add +22.0% | 4,366 | $420K |
| Old Peak Finance LLC | 0.26% | — | 4,352 | $419K |
| Blodgett Wealth Advisors, LLC | 0.29% | Reduce -20.4% | 4,350 | $419K |
| MRP Capital Investments, LLC | 0.35% | Add +123.3% | 4,346 | $418K |
| Tred Avon Family Wealth, LLC | 0.14% | No change | 4,335 | $417K |
| Wealthspire Retirement, LLC | 0.03% | Add +3.2% | 4,334 | $417K |
| Bridgewater Advisors Inc. | 0.03% | No change | 4,121 | $416K |
| Truepoint, Inc. | 0.01% | No change | 4,313 | $415K |
| Mason Investment Advisory Services, Inc. | 0.02% | Add +0.1% | 4,287 | $413K |
| Associated Banc-Corp | 0.01% | Add +6.5% | 4,255 | $410K |
| Bouchey Financial Group, Ltd. | 0.03% | Reduce -1.1% | 4,251 | $409K |
| MTM Investment Management, LLC | 0.13% | No change | 4,229 | $407K |
| BlueChip Wealth Advisors LLC | 0.17% | No change | 4,218 | $406K |
| ORG Partners LLC | 0.07% | Add +44.9% | 4,216 | $406K |
| Capital City Trust Co. | 0.09% | No change | 4,214 | $406K |
| Northeast Investment Management | 0.02% | No change | 4,209 | $405K |
| Sentinel Trust Co. Lba | 0.04% | No change | 4,165 | $401K |
| Kavar Capital Partners Group, LLC | 0.06% | Reduce -2.1% | 4,158 | $400K |
| Versant Capital Management, Inc | 0.05% | No change | 4,144 | $399K |
| Integrity Alliance, Llc. | 0.01% | Add +58.2% | 4,144 | $399K |
| Baker Avenue Asset Management, LP | 0.01% | Add +0.4% | 4,137 | $398K |
| Magnus Financial Group LLC | 0.03% | Add +0.4% | 4,124 | $397K |
| Ironwood Wealth Management, LLC. | 0.12% | Add +3.2% | 4,114 | $396K |
| Cadence Bank | 0.02% | Reduce -12.4% | 4,114 | $396K |
| Old Mission Investment Co LLC | 0.09% | Reduce -23.2% | 4,100 | $395K |
| Blue Zone Wealth Advisors, LLC | 0.08% | Reduce -1.5% | 4,099 | $395K |
| Duncan Williams Asset Management, LLC | 0.10% | Reduce -0.1% | 3,919 | $393K |
| Arrow Financial Corp | 0.04% | No change | 4,076 | $392K |
| Community Bank of Raymore | 0.27% | Reduce -3.6% | 4,075 | $392K |
| Lutz Financial Services LLC | 0.03% | No change | 4,065 | $391K |
| Waterfront Wealth Inc. | 0.07% | Add +3.8% | 3,884 | $391K |
| Ade, LLC | 0.19% | Add +13.3% | 4,033 | $388K |
| Phoenix Wealth Advisors | 0.15% | No change | 4,001 | $385K |
| Gilpin Wealth Management, LLC | 0.31% | — | 4,000 | $385K |
| John A. Wolfe & Associates, Inc. | 0.21% | — | 4,000 | $385K |
| Regency Capital Management Inc.\DE | 0.16% | New | 4,000 | $385K |
| REDW Wealth LLC | 0.15% | No change | 4,000 | $385K |
| Redhawk Wealth Advisors, Inc. | 0.04% | Reduce -5.4% | 3,993 | $384K |
| Shelter Mutual Insurance Co | 0.09% | Add +8.7% | 3,980 | $383K |
| Antonelli Financial Advisors, LLC | 0.25% | No change | 3,983 | $383K |
| Mitchell McLeod Pugh & Williams Inc. | 0.05% | No change | 3,722 | $379K |
| O'ROURKE & COMPANY, Inc | 0.15% | Add +25.3% | 3,914 | $377K |
| Tobias Financial Advisors, Inc. | 0.05% | Reduce -0.4% | 3,914 | $377K |
| Cordgrass Capital Advisors, LLC | 0.09% | Add +7.4% | 3,907 | $376K |
| First National Advisers, LLC | 0.05% | No change | 3,900 | $375K |
| Landmark Wealth Management, LLC | 0.14% | Add +0.4% | 3,897 | $375K |
| Guidance Point Advisors, LLC | 0.09% | Add +0.1% | 3,892 | $375K |
| McClarren Financial Advisors, Inc. | 0.22% | Add +2259.0% | 3,916 | $374K |
| Tanager Wealth Management LLP | 0.04% | No change | 3,884 | $374K |
| Legacy Financial Advisors, Inc. | 0.05% | Reduce -9.6% | 3,883 | $374K |
| Valley National Advisers Inc. | 0.05% | Add +113.0% | 3,876 | $373K |
| Affinity Capital Advisors, LLC | 0.05% | Reduce -0.2% | 3,855 | $371K |
| Colorado Capital Management, Inc. | 0.14% | No change | 3,858 | $371K |
| MGB Wealth Management, LLC | 0.11% | No change | 3,852 | $371K |
| Henrickson Nauta Wealth Advisors, Inc. | 0.05% | Add +45.7% | 3,695 | $369K |
| Patriot Financial Group Insurance Agency, LLC | 0.04% | Reduce -9.2% | 3,829 | $369K |
| Charles Schwab Trust Co | 0.02% | Reduce -89.8% | 3,825 | $368K |
| PACK Private Wealth, LLC | 0.17% | No change | 3,822 | $368K |
| Financial Alternatives, Inc | 0.21% | No change | 3,814 | $367K |
| Evolve Private Wealth, LLC | 0.02% | — | 3,805 | $366K |
| Steinberganna Wealth Management | 0.17% | Reduce -1.9% | 3,803 | $366K |
| New Republic Capital, LLC | 0.10% | Add +158.1% | 3,802 | $366K |
| V2 Financial group LLC | 0.18% | No change | 3,800 | $366K |
| Optas, LLC | 0.06% | No change | 3,800 | $366K |
| Evermay Wealth Management LLC | 0.04% | No change | 3,784 | $364K |
| CPA Asset Management Group, LLC | 0.13% | No change | 3,779 | $364K |
| CRA Financial Services, LLC | 0.05% | Add +0.0% | 3,778 | $364K |
| Granite Islands Private Wealth, LLC | 0.33% | — | 3,775 | $363K |
| Curtis Wealth Management LLC | 0.31% | — | 3,597 | $361K |
| Poehling Capital Management, INC. | 0.07% | No change | 3,751 | $361K |
| Atlantic Edge Private Wealth Management, LLC | 0.09% | Reduce -0.3% | 3,747 | $361K |
| Rockwood Wealth Management, LLC | 0.03% | New | 3,743 | $360K |
| Fisher Asset Management | 0.00% | Add +3.6% | 3,727 | $359K |
| Goldenstone Wealth Management LLC | 0.27% | — | 3,714 | $358K |
| HM Payson & Co. | 0.01% | No change | 3,714 | $358K |
| Ewa, LLC | 0.09% | Reduce -0.2% | 3,690 | $355K |
| Princeton Capital Management LLC | 0.09% | New | 3,677 | $354K |
| Madden Advisory Services, Inc. | 0.14% | Add +7.8% | 3,668 | $353K |
| Resources Management Corp. /CT/ | 0.05% | New | 3,652 | $352K |
| LBMC Investment Advisors, LLC | 0.02% | Reduce -0.3% | 3,649 | $351K |
| Townsend Asset Management Corp. /NC/ | 0.12% | Add +0.1% | 3,617 | $348K |
| Pure Financial Advisors, LLC | 0.01% | Add +21.8% | 3,603 | $347K |
| American Financial & Tax Strategies Inc. | 0.17% | No change | 3,602 | $347K |
| Boston Common Asset Management, LLC | 0.02% | No change | 3,602 | $347K |
| Gallagher Fiduciary Advisors, LLC | 0.01% | Add +1.3% | 3,599 | $346K |
| Rockland Trust Co. | 0.01% | Add +14.8% | 3,585 | $345K |
| LVZ, Inc. | 0.04% | Add +42.7% | 3,567 | $343K |
| Main Street Financial Solutions, LLC | 0.03% | Add +24.6% | 3,563 | $343K |
| RFG Advisory, LLC | 0.01% | Reduce -11.1% | 3,554 | $342K |
| Crewe Advisors LLC | 0.03% | No change | 3,549 | $342K |
| Topel & Distasi Wealth Management, LLC | 0.17% | Add +0.7% | 3,547 | $341K |
| United Bank | 0.04% | No change | 3,537 | $341K |
| Spinnaker Trust | 0.02% | No change | 3,524 | $339K |
| Bruce G. Allen Investments, LLC | 0.23% | Add +0.4% | 3,522 | $339K |
| Bernardo Wealth Planning LLC | 0.06% | Reduce -7.5% | 3,519 | $339K |
| Sandy Cove Advisors, LLC | 0.10% | Reduce -37.1% | 3,508 | $338K |
| Deutsche Bank AG | 0.00% | Reduce -23.7% | 3,499 | $337K |
| Invst, LLC | 0.04% | New | 3,485 | $336K |
| Pacifica Partners Inc. | 0.15% | New | 3,433 | $334K |
| Journey Beyond Wealth, LLC | 0.26% | No change | 3,448 | $332K |
| Winthrop Capital Management, LLC | 0.08% | Reduce -7.4% | 3,442 | $331K |
| Acima Private Wealth, LLC | 0.10% | No change | 3,404 | $328K |
| BAM Wealth Management, LLC | 0.24% | Reduce -19.2% | 3,399 | $327K |
| Wedbush Securities Inc. | 0.01% | Add +46.9% | 3,392 | $327K |
| SmartHarvest Portfolios, LLC | 0.11% | — | 3,388 | $326K |
| Eclectic Associates Inc. | 0.05% | Reduce -0.6% | 3,381 | $325K |
| Towerpoint Wealth, LLC | 0.13% | Reduce -8.3% | 3,380 | $325K |
| Wedgewood Investors Inc. | 0.37% | No change | 3,370 | $324K |
| Enclave Advisors LLC | 0.05% | Add +38.3% | 3,361 | $324K |
| Revolve Wealth Partners, LLC | 0.04% | Reduce -53.4% | 3,360 | $323K |
| Biltmore Family Office, LLC | 0.04% | No change | 3,347 | $322K |
| Kure Advisory, LLC | 0.18% | No change | 3,335 | $321K |
| Objectivity Squared, LLC | 0.18% | Add +0.4% | 3,317 | $319K |
| Howland Capital Management LLC | 0.01% | Reduce -2.9% | 3,316 | $319K |
| Guyasuta Investment Advisors Inc. | 0.02% | No change | 3,300 | $318K |
| Sage Financial Management Group, Inc. | 0.10% | No change | 3,293 | $317K |
| Alpine Bank Wealth Management | 0.04% | No change | 3,285 | $316K |
| Legacy Wealth Management, LLC / MS | 0.08% | Add +0.1% | 3,277 | $316K |
| Meridian Investment Counsel Inc. | 0.08% | No change | 3,275 | $315K |
| BridgePort Financial Solutions, LLC | 0.08% | Add +29.3% | 3,269 | $315K |
| ARS Wealth Advisors Group, LLC | 0.03% | Add +0.1% | 3,261 | $314K |
| Avantax Planning Partners, Inc. | 0.01% | Reduce -1.5% | 3,250 | $313K |
| Clearbridge Investments, LLC | 0.00% | New | 3,250 | $313K |
| GHP Investment Advisors, Inc. | 0.01% | No change | 3,229 | $311K |
| Detalus Advisors, LLC | 0.08% | Add +0.1% | 3,220 | $310K |
| AlTi Global, Inc. | 0.01% | No change | 3,216 | $310K |
| Godfrey Financial Associates, Inc. | 0.27% | — | 3,208 | $309K |
| Vaughan David Investments LLC | 0.01% | No change | 3,194 | $307K |
| Riverview Trust Co | 0.37% | No change | 3,180 | $306K |
| Formidable Asset Management, LLC | 0.04% | No change | 3,160 | $305K |
| Allstate Corp. | 0.00% | No change | 3,150 | $303K |
| Laurel Oak Wealth Management, LLC | 0.05% | — | 3,137 | $302K |
| Great Oak Capital Partners, LLC | 0.08% | Add +0.4% | 3,090 | $301K |
| First Manhattan Co. Llc. | 0.00% | Reduce -14.2% | 3,120 | $300K |
| Emerald Advisors, LLC | 0.04% | No change | 3,117 | $300K |
| Main Line Retirement Advisors, LLC | 0.15% | Add +0.4% | 3,117 | $300K |
| Planwiser Financial, LLC | 0.22% | Reduce -3.5% | 2,968 | $299K |
| Members Trust Co | 0.01% | No change | 3,104 | $299K |
| Three Cord True Wealth Management, LLC | 0.17% | No change | 3,103 | $299K |
| Arbor Investment Advisors, LLC | 0.04% | No change | 3,099 | $298K |
| RPS Advisory Solutions LLC | 0.14% | Reduce -2.9% | 3,096 | $298K |
| Marble Harbor Investment Counsel, LLC | 0.03% | No change | 3,095 | $298K |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 0.04% | No change | 3,084 | $297K |
| Weaver Consulting Group | 0.07% | No change | 3,058 | $294K |
| Shared Vision Wealth Group LLC | 0.12% | Add +1.9% | 2,928 | $294K |
| Marshall & Sterling Wealth Advisors Inc. | 0.19% | No change | 3,042 | $293K |
| 1834 Investment Advisors Co. | 0.04% | No change | 3,028 | $292K |
| Ulland Investment Advisors, LLC | 0.23% | No change | 3,025 | $291K |
| TPG Advisors LLC | 0.18% | No change | 3,020 | $291K |
| Allstreet Capital Advisors LLC | 0.21% | — | 3,012 | $290K |
| Diversified Portfolios, Inc. | 0.02% | Reduce -4.1% | 3,008 | $290K |
| DHJJ Financial Advisors, Ltd. | 0.10% | No change | 3,000 | $289K |
| Tillman Hartley LLC | 0.07% | New | 3,000 | $289K |
| Grey Ledge Advisors, LLC | 0.06% | No change | 2,975 | $286K |
| CFS Investment Advisory Services, LLC | 0.02% | Add +2.0% | 2,969 | $286K |
| Galvin, Gaustad & Stein, LLC | 0.02% | No change | 2,964 | $285K |
| Accelerate Investment Advisors LLC | 0.19% | Add +0.8% | 2,963 | $285K |
| Tableaux LLC | 0.20% | Reduce -50.0% | 2,960 | $285K |
| Royal Harbor Partners, LLC | 0.09% | Reduce -1.3% | 2,948 | $284K |
| First Bank & Trust | 0.05% | Reduce -4.5% | 2,943 | $283K |
| Israel Discount Bank of New York | 0.77% | Reduce -41.7% | 2,926 | $282K |
| Summit Wealth & Retirement Planning, Inc. | 0.07% | No change | 2,924 | $282K |
| Personal Cfo Solutions, LLC | 0.04% | Add +31.7% | 2,920 | $281K |
| Tennessee Valley Asset Management Partners | 0.04% | Reduce -8.8% | 2,917 | $281K |
| TAGStone Capital, Inc. | 0.10% | No change | 2,915 | $281K |
| Plan A Wealth LLC | 0.14% | No change | 2,915 | $281K |
| ASL Financial, LLC | 0.22% | — | 2,913 | $280K |
| Crusonia Wealth Advisors LLC | 0.06% | — | 2,911 | $280K |
| Castleview Partners, LLC | 0.14% | New | 2,906 | $280K |
| Financial Planning Navigators CORP | 0.13% | — | 2,901 | $279K |
| Factor Wealth Management LTD | 0.06% | New | 2,900 | $279K |
| Bayban | 0.25% | — | 2,900 | $279K |
| Pettee Investors, Inc. | 0.16% | Add +32.8% | 2,900 | $279K |
| Clayton Financial Group LLC | 0.14% | New | 2,900 | $279K |
| Adirondack Trust Co. | 0.09% | Reduce -4.1% | 2,899 | $279K |
| First County Bank | 0.15% | No change | 2,883 | $278K |
| Pinkerton Wealth, LLC | 0.03% | Add +9.8% | 2,878 | $277K |
| Peak Asset Management, LLC | 0.05% | Reduce -6.7% | 2,868 | $276K |
| Davis Investment Partners, LLC | 0.10% | No change | 2,868 | $276K |
| Park Place Capital Corp | 0.06% | Add +149.0% | 2,863 | $276K |
| Pettyjohn, Wood & White, Inc. | 0.04% | Reduce -8.5% | 2,858 | $275K |
| Chancellor Financial Group WB LP | 0.19% | Reduce -2.0% | 2,855 | $275K |
| PGIM Custom Harvest LLC | 0.00% | Reduce -1.6% | 2,836 | $273K |
| Hobbs Group Advisors, LLC | 0.08% | Add +16.9% | 2,818 | $271K |
| Wealth Group Ltd | 0.06% | Add +2.3% | 2,816 | $271K |
| Twin Peaks Wealth Advisors, LLC | 0.08% | Add +21.4% | 2,649 | $270K |
| Signal Advisors Wealth, LLC | 0.02% | Add +23.7% | 2,807 | $270K |
| TigerOak Management, L.L.C. | 0.08% | No change | 2,807 | $270K |
| American Money Management, LLC | 0.04% | No change | 2,800 | $270K |
| Hamrick Investment Counsel, llc | 0.20% | — | 2,795 | $269K |
| Nautilus Advisors LLC | 0.18% | Add +0.0% | 2,792 | $269K |
| Liberty Square Wealth Partners LLC | 0.08% | No change | 2,782 | $268K |
| Beacon Capital Management, LLC | 0.04% | Add +13.4% | 2,765 | $266K |
| ZWJ Investment Counsel Inc. | 0.01% | No change | 2,759 | $266K |
| Centerpoint Advisory Group | 0.20% | No change | 2,753 | $265K |
| OneAscent Financial Services LLC | 0.02% | Add +20.1% | 2,751 | $265K |
| Stephenson & Company, Inc. | 0.15% | No change | 2,750 | $265K |
| Tortuga Wealth Management, Inc | 0.28% | — | 2,741 | $264K |
| TCTC Holdings, LLC | 0.01% | No change | 2,734 | $263K |
| Tritonpoint Wealth, LLC | 0.03% | Reduce -19.9% | 2,733 | $263K |
| HighMark Wealth Management LLC | 0.11% | Add +11.0% | 2,725 | $262K |
| Hilltop Holdings Inc. | 0.02% | No change | 2,720 | $262K |
| Kovack Advisors, Inc. | 0.01% | New | 2,716 | $261K |
| Grandfield & Dodd, LLC | 0.01% | No change | 2,713 | $261K |
| Enzi Wealth | 0.09% | Reduce -7.2% | 2,595 | $261K |
| Integral Investment Advisors, Inc. | 0.06% | No change | 2,706 | $261K |
| Aspen Investment Management Inc | 0.08% | No change | 2,700 | $260K |
| Archford Capital Strategies, LLC | 0.03% | No change | 2,700 | $260K |
| Abundance Wealth Counselors | 0.04% | No change | 2,698 | $260K |
| Noble Wealth Management PBC | 0.13% | Reduce -10.8% | 2,698 | $260K |
| Front Row Advisors LLC | 0.09% | No change | 2,694 | $259K |
| Heritage Financial Services, LLC | 0.02% | No change | 2,677 | $258K |
| jvl associates llc | 0.08% | No change | 2,676 | $258K |
| American Trust | 0.02% | Add +0.8% | 2,675 | $257K |
| Cibc World Market Inc. | 0.00% | Add +0.5% | 2,672 | $257K |
| Brandywine Trust Co. | 0.04% | No change | 2,667 | $257K |
| Tortoise Investment Management, LLC | 0.02% | Reduce -1.9% | 2,648 | $255K |
| Nixon Peabody Trust Co. | 0.02% | Reduce -7.2% | 2,644 | $255K |
| Trail Ridge Investment Advisors, LLC | 0.11% | No change | 2,643 | $254K |
| Silverleafe Capital Partners, LLC | 0.08% | No change | 2,640 | $254K |
| ARS Investment Partners, LLC | 0.01% | No change | 2,639 | $254K |
| SoundView Advisors Inc. | 0.09% | New | 2,642 | $254K |
| Thrive Wealth Management, LLC | 0.04% | Add +1.5% | 2,633 | $253K |
| Alaethes Wealth, LLC | 0.07% | No change | 2,618 | $252K |
| Perkins Coie Trust Co | 0.05% | No change | 2,610 | $251K |
| ICONIQ Capital, LLC | 0.00% | No change | 2,595 | $250K |
| Peddock Capital Advisors, LLC | 0.05% | Reduce -12.2% | 2,590 | $249K |
| Fingerlakes Wealth Management, Inc. | 0.16% | Add +18.0% | 2,589 | $249K |
| Dunhill Financial, LLC | 0.08% | Add +7.8% | 2,577 | $248K |
| FSM Wealth Advisors, LLC | 0.03% | No change | 2,570 | $247K |
| Pacific Sun Financial Corp | 0.12% | No change | 2,565 | $247K |
| Sovereign Financial Group, Inc. | 0.04% | New | 2,554 | $246K |
| Ledyard National Bank | 0.02% | Reduce -44.9% | 2,544 | $245K |
| Trust Co. of Vermont | 0.01% | No change | 2,542 | $245K |
| Principle Wealth Partners LLC | 0.01% | Add +0.1% | 2,542 | $245K |
| Ignite Planners, LLC | 0.04% | No change | 2,467 | $245K |
| Bright Futures Wealth Management, LLC. | 0.18% | No change | 2,512 | $242K |
| Naviter Wealth, LLC | 0.03% | New | 2,509 | $242K |
| Vectors Research Management, LLC | 0.07% | No change | 2,507 | $241K |
| Accredited Investor Services, LLC | 0.16% | No change | 2,500 | $241K |
| Scotia Capital Inc. | 0.00% | No change | 2,493 | $240K |
| Vawter Financial, Ltd. | 0.10% | No change | 2,492 | $240K |
| Asio Capital, LLC | 0.03% | No change | 2,485 | $239K |
| Founders Financial Alliance, LLC | 0.04% | Reduce -41.7% | 2,478 | $239K |
| Sound Income Strategies, LLC | 0.01% | Add +1590.7% | 2,367 | $239K |
| Fidelity D & D Bancorp Inc. | 0.10% | No change | 2,476 | $238K |
| BCS Wealth Management | 0.02% | New | 2,462 | $237K |
| Walsh & Associates, LLC | 0.23% | — | 2,454 | $236K |
| TruWealth Advisors, LLC | 0.01% | Reduce -8.7% | 2,450 | $236K |
| Sharkey, Howes & Javer | 0.03% | New | 2,447 | $236K |
| Welch Group, LLC | 0.01% | Add +5.4% | 2,447 | $236K |
| Frisch Financial Group, Inc. | 0.05% | Add +0.3% | 2,445 | $235K |
| Collaborative Wealth Managment Inc. | 0.08% | New | 2,436 | $235K |
| Hillman Capital Management, Inc. | 0.15% | No change | 2,433 | $234K |
| GDS Wealth Management | 0.01% | No change | 2,425 | $233K |
| Piedmont Capital Management, LLC | 0.15% | — | 2,410 | $232K |
| Abner Herrman & Brock LLC | 0.02% | New | 2,412 | $232K |
| Bellevue Asset Management, LLC | 0.07% | Reduce -3.6% | 2,406 | $232K |
| Hilltop Partners LLC | 0.06% | Reduce -0.0% | 2,388 | $230K |
| Petros Family Wealth, LLC | 0.15% | Reduce -22.9% | 2,386 | $230K |
| Romano Brothers and Company | 0.03% | No change | 2,375 | $229K |
| Bollard Group LLC | 0.01% | Add +0.3% | 2,367 | $228K |
| Creative Capital Management Investments LLC | 0.07% | No change | 2,368 | $228K |
| Alpha Omega Wealth Management LLC | 0.04% | No change | 2,367 | $228K |
| Advus Financial Partners, LLC | 0.05% | No change | 2,356 | $227K |
| Silver Oak Securities, Incorporated | 0.02% | Add +0.3% | 2,330 | $227K |
| Code Waechter LLC | 0.15% | New | 2,354 | $227K |
| Courage Miller Partners, LLC | 0.07% | No change | 2,354 | $227K |
| Lantz Financial LLC | 0.05% | Reduce -14.5% | 2,354 | $227K |
| Lansing Street Advisors | 0.06% | Reduce -5.3% | 2,329 | $224K |
| Tradition Wealth Management, LLC | 0.02% | Add +0.0% | 2,326 | $224K |
| DiNuzzo Private Wealth, Inc. | 0.02% | No change | 2,325 | $224K |
| First Growth Capital LLC | 0.20% | — | 2,191 | $224K |
| Compass Ion Advisors, LLC | 0.02% | No change | 2,316 | $223K |
| Pitcairn Wealth Advisors LLC | 0.02% | — | 2,312 | $223K |
| Benchmark Financial Wealth Advisors, LLC | 0.06% | Add +0.4% | 2,305 | $222K |
| Athena Investment Management | 0.11% | No change | 2,299 | $221K |
| Ritholtz Wealth Management | 0.00% | No change | 2,299 | $221K |
| MainStreet Investment Advisors LLC | 0.03% | No change | 2,283 | $220K |
| Clear Creek Financial Management, LLC | 0.02% | Reduce -9.3% | 2,283 | $220K |
| Norris Perne & French LLP | 0.01% | Add +4.3% | 2,282 | $220K |
| Marion Wealth Management | 0.05% | No change | 2,188 | $220K |
| Confluence Wealth Services, Inc. | 0.01% | No change | 2,280 | $219K |
| Warburton Capital Management, LLC | 0.12% | No change | 2,272 | $218K |
| LRI Investments, LLC | 0.02% | Add +54.8% | 2,260 | $218K |
| Elevation Wealth Management LLC | 0.21% | — | 2,252 | $217K |
| Roehl & Yi Investment Advisors, LLC | 0.09% | No change | 2,252 | $217K |
| Tempo Wealth, LLC | 0.04% | — | 2,245 | $216K |
| Marietta Investment Partners LLC | 0.04% | No change | 2,245 | $216K |
| Sachetta, LLC | 0.12% | Reduce -96.4% | 2,242 | $216K |
| Barry Investment Advisors, LLC | 0.05% | Add +0.2% | 2,226 | $214K |
| Firestone Capital Management | 0.05% | No change | 2,224 | $214K |
| Premier Financial Group | 0.06% | No change | 2,208 | $214K |
| Fairman Group, LLC | 0.17% | Reduce -20.8% | 2,220 | $214K |
| Horizons Wealth Management | 0.14% | Reduce -9.7% | 2,210 | $213K |
| Stokes Family Office, LLC | 0.02% | Reduce -0.7% | 2,208 | $213K |
| Rockingstone Advisors LLC | 0.10% | New | 2,200 | $212K |
| Arcadia Wealth Management, LLC | 0.08% | New | 2,197 | $212K |
| Fiduciary Group, LLC | 0.02% | Reduce -18.9% | 2,188 | $211K |
| Clear Trail Advisors, LLC | 0.05% | — | 2,187 | $211K |
| Horizon Investment Services, LLC | 0.08% | No change | 2,183 | $210K |
| DV Trading LLC | 0.02% | — | 2,173 | $209K |
| Mission Creek Capital Partners, Inc. | 0.04% | Reduce -2.3% | 2,167 | $209K |
| Armor Investment Advisors, LLC | 0.08% | No change | 2,160 | $208K |
| Pure Portfolios Holdings LLC | 0.06% | Reduce -5.1% | 2,145 | $206K |
| Financial Advisory Corp | 0.03% | No change | 2,140 | $206K |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 0.07% | No change | 2,136 | $206K |
| Phillips Wealth Planners LLC | 0.16% | New | 2,036 | $205K |
| Blalock Williams, LLC | 0.16% | New | 2,132 | $205K |
| Fonville Wealth Management LLC | 0.04% | Add +0.5% | 2,129 | $205K |
| McAdam, LLC | 0.01% | Add +2.2% | 2,126 | $205K |
| Financial Life Advisors | 0.06% | New | 2,118 | $204K |
| Vident Advisory, LLC | 0.00% | Reduce -14.2% | 2,115 | $204K |
| Sovran Advisors, LLC | 0.02% | Reduce -49.1% | 2,005 | $203K |
| Independent Family Office, LLC | 0.08% | No change | 2,100 | $202K |
| Laurel Wealth Advisors LLC | 0.03% | New | 2,094 | $202K |
| North Dallas Bank & Trust Co. | 0.13% | — | 2,090 | $201K |
| Pointe Capital Management LLC | 0.10% | No change | 2,087 | $201K |
| Topsail Wealth Management, LLC | 0.03% | No change | 2,076 | $200K |
| Teachers Insurance & Annuity Association of America | 0.23% | No change | 2,062 | $199K |
| Capital Advisors, Ltd. LLC | 0.02% | No change | 2,047 | $197K |
| Navalign, LLC | 0.05% | New | 1,968 | $189K |
| Westwind Capital | 0.04% | No change | 1,943 | $187K |
| Millstone Evans Group, LLC | 0.11% | No change | 1,932 | $186K |
| Bravera Wealth | 0.09% | — | 1,857 | $179K |
| Integrity Financial Corp | 0.09% | Add +1.1% | 1,824 | $176K |
| Hazlett, Burt & Watson, Inc. | 0.06% | Add +12.3% | 1,820 | $175K |
| Van Den Berg Management I, Inc. | 0.04% | New | 1,804 | $174K |
| Hamilton Point Investment Advisors, LLC | 0.03% | No change | 1,759 | $169K |
| Olistico Wealth, LLC | 0.08% | Reduce -19.0% | 1,708 | $164K |
| Capital Investment Advisory Services, LLC | 0.01% | Add +16.1% | 1,706 | $164K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | No change | 1,579 | $159K |
| Ballast Advisors LLC | 0.04% | Reduce -0.3% | 1,637 | $158K |
| Cetera Trust Company, N.A | 0.08% | Add +14.7% | 1,635 | $157K |
| 1015 Capital Partners, LLC | 0.15% | — | 1,627 | $157K |
| Capital Investment Counsel, Inc | 0.02% | New | 1,598 | $154K |
| CVA Family Office, LLC | 0.02% | No change | 1,539 | $148K |
| Financial Freedom, LLC | 0.07% | Add +0.1% | 1,538 | $148K |
| MJT & Associates Financial Advisory Group, Inc. | 0.11% | No change | 1,500 | $144K |
| REAP Financial Group, LLC | 0.03% | Add +29640.0% | 1,487 | $143K |
| CFG Wealth Management Services, Inc. | 0.13% | — | 1,450 | $140K |
| Rothschild Investment LLC | 0.01% | No change | 1,438 | $138K |
| CNB Bank | 0.06% | No change | 1,425 | $137K |
| Medallion Wealth Advisors, LLC | 0.05% | No change | 1,420 | $137K |
| Cresta Advisors, Ltd. | 0.06% | New | 1,380 | $133K |
| Investment Counsel Co. of Nevada | 0.28% | No change | 1,373 | $132K |
| Morris Financial Concepts, Inc. | 0.05% | No change | 1,364 | $131K |
| Edmond DE Rothschild Holding S.A. | 0.00% | Reduce -11.2% | 1,352 | $130K |
| High Note Wealth, LLC | 0.02% | No change | 1,308 | $126K |
| Glen Eagle Advisors, LLC | 0.02% | No change | 1,292 | $124K |
| Darwin Wealth Management, LLC | 0.04% | Add +0.4% | 1,286 | $124K |
| Chilton Capital Management LLC | 0.00% | No change | 1,284 | $124K |
| Signature Equity Partners, LLC | 0.07% | — | 1,283 | $123K |
| Vermillion & White Wealth Management Group, LLC | 0.07% | No change | 1,276 | $123K |
| Legacy Wealth Managment, LLC | 0.06% | Add +900.0% | 1,260 | $121K |
| Monetary Solutions, Ltd | 0.12% | — | 1,257 | $121K |
| Arlington Trust Co LLC | 0.01% | New | 1,234 | $119K |
| Financial Perspectives, Inc | 0.03% | Add +16.4% | 1,214 | $117K |
| Covenant Partners, LLC | 0.03% | No change | 1,162 | $112K |
| Elevation Wealth Partners, LLC | 0.04% | Reduce -14.0% | 1,157 | $111K |
| McIlrath & Eck, LLC | 0.01% | Add +528.6% | 1,144 | $110K |
| Truvestments Capital LLC | 0.02% | No change | 1,140 | $110K |
| Mechanics Financial Corp | 0.04% | No change | 1,127 | $108K |
| Optima Capital LLC | 0.05% | New | 1,124 | $108K |
| Manning & Napier Advisors LLC | 0.00% | No change | 1,123 | $108K |
| Align Financial, LLC | 0.06% | — | 107,872 | $108K |
| West Financial Advisors, LLC | 0.02% | Add +0.3% | 1,043 | $100K |
| Arcadia Investment Advisors LLC | 0.05% | No change | 1,038 | $100K |
| Fourth Dimension Wealth, LLC | 0.04% | No change | 1,034 | $100K |
| SJS Investment Consulting Inc. | 0.01% | Add +247.5% | 1,025 | $99K |
| Piscataqua Savings Bank | 0.07% | Add +11.1% | 1,000 | $96K |
| Avalon Trust Co | 0.01% | No change | 1,000 | $96K |
| Comprehensive Financial Planning, Inc. | 0.06% | Add +0.2% | 996 | $96K |
| Rossby Financial, LCC | 0.03% | Reduce -0.4% | 993 | $96K |
| Smartleaf Asset Management LLC | 0.00% | Add +143.8% | 975 | $95K |
| Washington Trust Advisors, Inc. | 0.01% | Reduce -14.8% | 970 | $93K |
| Stephens Consulting, LLC | 0.03% | New | 962 | $93K |
| Security National Bank | 0.01% | Add +166.7% | 960 | $92K |
| Corsicana & Co. | 0.05% | No change | 948 | $91K |
| Morse Asset Management, Inc | 0.02% | Reduce -0.1% | 920 | $89K |
| Glass Jacobson Investment Advisors llc | 0.03% | Add +0.3% | 916 | $88K |
| Asset Dedication, LLC | 0.01% | No change | 887 | $85K |
| Garton & Associates Financial Advisors LLC | 0.05% | — | 887 | $85K |
| Raleigh Capital Management Inc. | 0.03% | Reduce -10.4% | 876 | $84K |
| CX Institutional | 0.00% | Add +0.2% | 868 | $84K |
| Bogart Wealth, LLC | 0.00% | Add +0.2% | 865 | $83K |
| Signature Resources Capital Management, LLC | 0.04% | New | 810 | $78K |
| Roxbury Financial LLC | 0.07% | Add +0.1% | 795 | $76K |
| Elevated Capital Advisors, LLC | 0.02% | New | 793 | $76K |
| Vision Retirement, LLC | 0.02% | — | 779 | $75K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.03% | New | 777 | $75K |
| Pittenger & Anderson Inc. | 0.00% | No change | 766 | $74K |
| Barrett & Company, Inc. | 0.02% | No change | 749 | $72K |
| Redwood Park Advisors LLC | 0.05% | Reduce -1.3% | 739 | $71K |
| Highline Wealth Partners LLC | 0.02% | Reduce -17.1% | 739 | $71K |
| Ransom Advisory, Ltd | 0.03% | New | 706 | $68K |
| Cary Street Partners Investment Advisory LLC | 0.02% | Add +41.6% | 691 | $67K |
| Quaker Wealth Management, LLC | 0.02% | No change | 686 | $66K |
| Strategic Wealth Advisors LLC | 0.06% | — | 687 | $66K |
| American Capital Advisory, LLC | 0.03% | No change | 675 | $65K |
| Hughes Financial Services, LLC | 0.01% | No change | 668 | $64K |
| WealthCollab, LLC | 0.03% | No change | 664 | $64K |
| Godsey & Gibb, Inc. | 0.01% | Add +117.0% | 651 | $63K |
| Colony Family Offices, LLC | 0.02% | No change | 638 | $61K |
| Planning Project LLC | 0.01% | — | 610 | $59K |
| Eq Wealth Advisors, LLC | 0.03% | New | 604 | $58K |
| Clearstead Trust, LLC | 0.01% | No change | 603 | $58K |
| Morling Financial Advisors, LLC | 0.02% | Reduce -14.4% | 600 | $58K |
| Robinswood Financial LLC | 0.02% | Reduce -2.6% | 596 | $57K |
| MPWM Advisory Solutions, LLC | 0.03% | Reduce -3.1% | 593 | $57K |
| Copia Wealth Management | 0.04% | Add +0.5% | 587 | $57K |
| Providence Capital Advisors, LLC | 0.01% | No change | 580 | $56K |
| Milestone Investment Advisors LLC | 0.01% | No change | 562 | $54K |
| Woodside Wealth Management LLC | 0.04% | No change | 560 | $54K |
| Strategic Wealth Partners, Ltd. | 0.00% | Reduce -66.8% | 555 | $53K |
| First Command Advisory Services, Inc. | 0.00% | Reduce -59.4% | 536 | $52K |
| Crews Bank & Trust | 0.01% | No change | 525 | $51K |
| Cedar Mountain Advisors, LLC | 0.01% | No change | 509 | $49K |
| Bank of New Hampshire | 0.01% | No change | 500 | $48K |
| Coston, McIsaac & Partners | 0.01% | No change | 500 | $48K |
| Hilton Head Capital Partners, LLC | 0.03% | — | 493 | $47K |
| Private Wealth Management Group, LLC | 0.01% | No change | 488 | $47K |
| SIMA Wealth Partners, LLC | 0.04% | Reduce -10.3% | 486 | $47K |
| Atlantic Private Wealth, LLC | 0.03% | No change | 466 | $45K |
| Provident Wealth Management, LLC | 0.01% | No change | 460 | $44K |
| Pacific Center for Financial Services | 0.01% | No change | 448 | $43K |
| Dorato Capital Management | 0.03% | — | 429 | $43K |
| Basepoint Wealth LLC | 0.03% | New | 442 | $43K |
| TD Capital Management LLC | 0.00% | New | 437 | $42K |
| Commonwealth Retirement Investments LLC | 0.01% | New | 431 | $41K |
| Key Financial Inc | 0.01% | Reduce -45.3% | 423 | $41K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | No change | 418 | $40K |
| Anchor Investment Management, LLC | 0.00% | Reduce -64.5% | 415 | $40K |
| Mascoma Wealth Management LLC | 0.01% | No change | 406 | $39K |
| Realta Investment Advisors | 0.01% | No change | 401 | $39K |
| Wolff Wiese Magana LLC | 0.02% | Add +0.3% | 399 | $38K |
| Physician Wealth Advisors, Inc. | 0.01% | Add +0.3% | 391 | $38K |
| POM Investment Strategies, LLC | 0.02% | New | 390 | $38K |
| Creative Financial Designs Inc. | 0.00% | Reduce -32.5% | 384 | $37K |
| Rialto Wealth Management, LLC | 0.01% | No change | 379 | $36K |
| Transamerica Financial Advisors, LLC | 0.00% | Reduce -35.1% | 375 | $36K |
| KERR FINANCIAL PLANNING Corp | 0.05% | No change | 336 | $33K |
| Reflection Asset Management | 0.02% | — | 336 | $33K |
| Ameriflex Group, Inc. | 0.02% | Reduce -50.0% | 325 | $31K |
| Root Financial Partners, LLC | 0.00% | Reduce -72.4% | 322 | $31K |
| TOWER TRUST & INVESTMENT Co | 0.02% | No change | 320 | $31K |
| HHM Wealth Advisors, LLC | 0.00% | No change | 312 | $30K |
| Keating Financial Advisory Services, Inc. | 0.00% | — | 305 | $29K |
| Concord Wealth Partners | 0.00% | No change | 305 | $29K |
| Peoples Financial Services Corp. | 0.01% | No change | 300 | $29K |
| First Pacific Financial | 0.00% | Add +0.3% | 298 | $29K |
| HFM Investment Advisors, LLC | 0.01% | New | 287 | $28K |
| Nemes Rush Group LLC | 0.00% | Reduce -81.3% | 248 | $24K |
| True Wealth Design, LLC | 0.01% | New | 245 | $24K |
| Wealth Enhancement Trust Services, Inc. | 0.00% | — | 235 | $23K |
| Financial Gravity Asset Management, Inc. | 0.00% | No change | 222 | $21K |
| St Germain D J Co. Inc. | 0.00% | No change | 216 | $21K |
| Consultiva Wealth Management, Corp. | 0.06% | No change | 206 | $20K |
| Westside Investment Management, Inc. | 0.00% | No change | 200 | $19K |
| Measured Wealth Private Client Group, LLC | 0.00% | No change | 192 | $18K |
| Smallwood Wealth Investment Management, LLC | 0.01% | No change | 190 | $18K |
| Gables Capital Management Inc. | 0.01% | No change | 190 | $18K |
| N.E.W. Advisory Services LLC | 0.00% | Add +1228.6% | 186 | $18K |
| Kelleher Financial Advisors | 0.00% | No change | 180 | $17K |
| Eukles Asset Management | 0.01% | No change | 166 | $16K |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 159 | $15K |
| Tucker Asset Management LLC | 0.00% | Add +24.2% | 154 | $15K |
| Howard Capital Management Group, LLC | 0.00% | New | 150 | $14K |
| Prosperity Bancshares Inc | 0.01% | — | 149 | $14K |
| Evolution Wealth Management Inc. | 0.01% | Add +20.3% | 148 | $14K |
| NFSG Corp | 0.00% | No change | 145 | $14K |
| SRH Advisors, LLC | 0.00% | No change | 144 | $14K |
| Cornerstone National Bank & Trust Co | 0.01% | No change | 141 | $14K |
| Financial Consulate, Inc. | 0.00% | Add +28.7% | 139 | $13K |
| IAG Wealth Partners, LLC | 0.00% | Add +10.3% | 139 | $13K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.00% | No change | 131 | $13K |
| Cornerstone Planning Group LLC | 0.00% | Reduce -78.4% | 124 | $12K |
| NWK Group, Inc. | 0.00% | No change | 128 | $12K |
| Sankala Group LLC | 0.01% | — | 112 | $12K |
| Main Management LLC | 0.00% | Reduce -17.4% | 119 | $11K |
| Global Wealth Strategies & Associates | 0.00% | Add +5450.0% | 111 | $11K |
| Kozak & Associates, Inc. | 0.00% | Add +2000.0% | 105 | $10K |
| Flagship Wealth Advisors, LLC | 0.00% | No change | 109 | $10K |
| 2UniFi Bank | 0.00% | No change | 108 | $10K |
| Atomic Invest LLC | 0.01% | — | 106 | $10K |
| Avion Wealth | 0.00% | Add +413.6% | 113 | $10K |
| Jackson, Grant Investment Advisers, Inc. | 0.00% | Add +1.0% | 101 | $10K |
| Pandora Wealth, Inc. | 0.01% | No change | 100 | $10K |
| Motco | 0.00% | Reduce -91.7% | 100 | $10K |
| Nalls Sherbakoff Group, LLC | 0.01% | No change | 96 | $9K |
| Hilltop National Bank | 0.00% | No change | 87 | $8K |
| DecisionPoint Financial, LLC | 0.00% | New | 83 | $8K |
| Turning Point Benefit Group, Inc. | 0.00% | New | 83 | $8K |
| Signaturefd, LLC | 0.00% | Reduce -43.5% | 78 | $8K |
| First Community Trust NA | 0.01% | No change | 74 | $7K |
| Pin Oak Investment Advisors Inc. | 0.00% | Reduce -71.3% | 71 | $7K |
| Wellington-Altus USA Inc. | 0.01% | — | 72 | $7K |
| YANKCOM Partnership | 0.00% | New | 71 | $7K |
| Aristotle Capital Boston, LLC | 0.00% | Reduce -94.2% | 67 | $6K |
| Wallace Hart LLC | 0.00% | New | 58 | $6K |
| Clean Yield Group | 0.00% | No change | 56 | $5K |
| Valued Wealth Advisors LLC | 0.00% | No change | 52 | $5K |
| Key Capital Management, INC | 0.00% | — | 50 | $5K |
| Networth Advisors, LLC | 0.00% | — | 49 | $5K |
| Wilkerson Advisory Group LLC | 0.00% | — | 46 | $4K |
| McGuire Capital Advisors Inc. | 0.00% | — | 45 | $4K |
| GoalVest Advisory LLC | 0.00% | New | 40 | $4K |
| FWL Investment Management, LLC | 0.00% | No change | 39 | $4K |
| Abound Wealth Management | 0.00% | No change | 39 | $4K |
| Rosenberg Matthew Hamilton | 0.00% | No change | 38 | $4K |
| Exchange Traded Concepts, LLC | 0.00% | No change | 32 | $3K |
| Cornerstone Financial Management LLC | 0.00% | — | 25 | $2K |
| Sellwood Investment Partners LLC | 0.00% | No change | 24 | $2K |
| Quest 10 Wealth Builders, Inc. | 0.00% | Reduce -8.3% | 22 | $2K |
| 10Elms LLP | 0.00% | No change | 20 | $2K |
| Caitlin John, LLC | 0.00% | No change | 20 | $2K |
| Spurstone Advisory Services, LLC | 0.03% | No change | 17 | $2K |
| Horizon Investments, LLC | 0.00% | No change | 16 | $2K |
| Harbor Capital Advisors, Inc. | 0.00% | Add +50.0% | 6 | $1K |
| Luminist Capital LLC | 0.00% | Reduce -89.5% | 8 | $770 |
| Cape Investment Advisory, Inc. | 0.00% | New | 8 | $770 |
| Wealth Watch Advisors, INC | 0.00% | No change | 6 | $580 |
| Performa Ltd (US), LLC | 0.00% | No change | 1 | $96 |
"% 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.