iShares Russell Mid-Cap ETFIWRETF
13F holders, Q1 2026 (March 31)1,524holders −3
81new positions
76sold out
4famous investors
$96.76avg. 13F price*
At the end of Q1 2026, 1,524 institutions reported holding iShares Russell Mid-Cap ETF (IWR) in their 13F filings, down 3 from Q4 2025. 81 opened new positions and 76 sold out. The largest holders were Jones Financial Companies LLLP ($8.9B), Bank of America Corp. ($6.4B) and Wells Fargo & Company ($4.2B). 4 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- iShares Russell Mid-Cap ETF
- CUSIP
- 464287499
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 81 | $66.6M |
| Exits | 76 | $61.3M |
All 13F filers, Q4 2025 → Q1 2026: 25,314,186 shares bought and 8,412,515 shares sold, net +16,901,671 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,524 holders
| Jones Financial Companies LLLP | 4.26% | Add +17.8% | 92,963,542 | $8.9B |
| Bank of America Corp. | 0.47% | Reduce -1.0% | 65,876,235 | $6.4B |
| Wells Fargo & Company | 0.83% | Add +2.7% | 42,826,207 | $4.2B |
| US Bancorp \de | 1.52% | Reduce -0.1% | 12,921,085 | $1.3B |
| PNC Financial Services Group, Inc. | 0.69% | Reduce -1.3% | 12,333,478 | $1.2B |
| Morgan Stanley | 0.06% | Add +1.8% | 10,986,837 | $1.1B |
| Bank of New York Mellon Corp | 0.19% | Reduce -0.5% | 10,727,281 | $1.0B |
| Northern Trust Corp. | 0.13% | Reduce -1.4% | 10,185,510 | $990.3M |
| Baird Financial Group, Inc. | 1.36% | Add +3.3% | 8,969,908 | $872.1M |
| Royal Bank of Canada | 0.15% | Reduce -0.5% | 7,874,760 | $765.7M |
| UBS Group AG | 0.13% | Add +20.5% | 7,245,637 | $704.5M |
| JPMorgan Chase & Co. | 0.04% | Add +2.5% | 6,910,983 | $654.7M |
| Envestnet Asset Management Inc. | 0.12% | Reduce -2.8% | 4,471,361 | $434.8M |
| Truist Financial Corp. | 0.55% | Reduce -0.1% | 4,177,265 | $406.2M |
| FMR LLC | 0.02% | Add +0.8% | 4,088,657 | $397.5M |
| AMG National Trust Bank | 8.21% | Add +2.0% | 3,889,097 | $378.1M |
| LPL Financial LLC | 0.10% | Add +6.7% | 3,755,593 | $365.2M |
| CIBC Bancorp USA Inc. | 0.41% | — | 3,149,904 | $306.2M |
| Ameriprise Financial Inc. | 0.07% | Add +6.8% | 3,016,398 | $293.5M |
| Natixis Advisors, LLC | 0.39% | Add +48.6% | 2,915,275 | $283.5M |
| Johnson Investment Counsel Inc. | 2.29% | Add +3.2% | 2,907,847 | $282.7M |
| Tiaa-Cref Individual & Institutional Services, LLC | 1.05% | — | 2,811,404 | $273.4M |
| Raymond James Financial Inc. | 0.08% | Reduce -4.1% | 2,800,579 | $272.3M |
| Fifth Third Bancorp | 0.45% | Add +25.8% | 2,547,979 | $247.7M |
| Cetera Investment Advisers | 0.22% | Reduce -5.5% | 2,133,527 | $207.4M |
| Bank of Montreal | 0.08% | Add +27.1% | 1,966,876 | $191.2M |
| Goldman Sachs Group Inc. | 0.03% | Add +1.3% | 1,966,484 | $191.2M |
| Pathstone Holdings, LLC | 0.74% | Reduce -0.2% | 1,904,995 | $185.2M |
| Mariner, LLC | 0.20% | Reduce -1.5% | 1,748,719 | $170.0M |
| Keybank National Association | 0.56% | Reduce -0.2% | 1,567,151 | $152.4M |
| Commerce Bank | 0.70% | Reduce -0.4% | 1,477,948 | $143.7M |
| Glenview Trust Co | 2.06% | Add +3.4% | 1,350,641 | $131.3M |
| Pinnacle Financial Partners, Inc. | 0.93% | Add +0.3% | 1,253,521 | $121.9M |
| Oakworth Capital, Inc. | 6.26% | Add +2.6% | 1,215,916 | $118.2M |
| Northwestern Mutual Wealth Management Co. | 0.07% | Add +1.5% | 1,197,713 | $116.5M |
| Mesirow Financial Investment Management, Inc. | 1.77% | Add +268.6% | 1,126,058 | $109.5M |
| Waverly Advisors, LLC | 0.80% | Add +17.7% | 1,098,953 | $106.9M |
| First Western Trust Bank | 5.11% | Reduce -2.7% | 1,040,186 | $101.1M |
| Alerus Financial NA | 4.71% | Add +1.8% | 979,450 | $95.2M |
| UMB Bank, n.a. | 1.31% | Reduce -0.1% | 964,881 | $93.8M |
| German American Bancorp, Inc. | 8.04% | Add +0.3% | 961,460 | $93.5M |
| Creative Planning | 0.06% | Add +1.9% | 957,225 | $93.1M |
| Rockefeller Capital Management L.P. | 0.16% | Add +2.6% | 949,587 | $92.3M |
| Lido Advisors, LLC | 0.35% | Add +3.6% | 917,285 | $89.2M |
| JMG Financial Group, Ltd. | 2.45% | Add +5.5% | 916,371 | $89.1M |
| Janney Montgomery Scott LLC | 0.22% | Reduce -12.4% | 916,341 | $89.1M |
| WASHINGTON TRUST Co | 3.00% | Reduce -0.3% | 911,727 | $88.6M |
| Cerity Partners LLC | 0.12% | Add +4.5% | 898,470 | $87.4M |
| Atlantic Union Bankshares Corp | 1.62% | Reduce -2.8% | 866,594 | $84.3M |
| Commonwealth Equity Services, LLC | 0.12% | Reduce -5.0% | 863,947 | $84.0M |
| Albion Financial Group | 5.38% | Add +0.5% | 857,371 | $83.4M |
| Clearstead Advisors, LLC | 0.68% | Add +0.5% | 768,730 | $74.7M |
| Millburn Ridgefield LLC | 1.61% | Add +12.2% | 768,475 | $74.7M |
| Catalyst Capital Advisors LLC | 1.39% | Add +12.2% | 768,475 | $74.7M |
| Factory Mutual Insurance Co. | 0.83% | No change | 758,700 | $73.8M |
| Osaic Holdings, Inc. | 0.11% | Add +8.2% | 745,064 | $72.5M |
| Kayne Anderson Rudnick Investment Management LLC | 0.21% | Add +19.2% | 725,457 | $70.5M |
| NorthRock Partners, LLC | 1.11% | Reduce -1.6% | 707,769 | $68.8M |
| International City Management Association Retirement Corp | 34.97% | No change | 702,067 | $68.3M |
| Badgley Phelps Wealth Managers, LLC | 1.34% | Add +0.8% | 689,676 | $67.1M |
| Franklin Resources Inc. | 0.02% | Reduce -0.1% | 665,830 | $64.7M |
| Citizens Business Bank | 10.36% | Reduce -0.6% | 650,511 | $63.2M |
| Wealth Enhancement Advisory Services, LLC | 0.12% | Reduce -35.4% | 554,428 | $54.5M |
| Steward Partners Investment Advisory, LLC | 0.27% | Add +4.8% | 554,250 | $53.9M |
| First Foundation Advisors | 2.17% | Add +6.9% | 553,804 | $53.8M |
| Stock Yards Bank & Trust Co. | 1.67% | Add +7.0% | 553,628 | $53.8M |
| Cambridge Investment Research Advisors, Inc. | 0.13% | Add +9.0% | 519,587 | $50.5M |
| Focus Partners Wealth | 0.06% | Add +1.6% | 509,881 | $49.6M |
| HighTower Advisors, LLC | 0.05% | Reduce -2.9% | 507,219 | $49.3M |
| Corient Private Wealth LP | 0.07% | Reduce -15.7% | 488,467 | $46.8M |
| River Wealth Advisors LLC | 5.03% | Add +4.6% | 450,160 | $43.8M |
| Composition Wealth, LLC | 0.59% | Reduce -9.6% | 441,120 | $42.9M |
| MAI Capital Management | 0.24% | Reduce -0.2% | 439,030 | $42.7M |
| Stegner Investment Associates Inc. | 22.39% | Reduce -5.1% | 420,379 | $40.9M |
| Stephens Inc. | 0.51% | Reduce -1.4% | 419,131 | $40.8M |
| M&T Bank Corp | 0.13% | Reduce -1.8% | 415,457 | $40.4M |
| Wilmington Savings Fund Society, FSB | 0.95% | Add +18.2% | 410,635 | $39.9M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Add +887.1% | 375,884 | $36.5M |
| Brown Advisory Inc. | 0.06% | Add +0.7% | 373,719 | $36.3M |
| Legacy Edge Advisors, LLC | 3.77% | Add +11.6% | 369,247 | $35.9M |
| Consolidated Investment Group LLC | 3.82% | Add +12.1% | 362,100 | $35.2M |
| Captrust Financial Advisors | 0.06% | Reduce -0.8% | 356,993 | $34.7M |
| BlackRock, Inc. | 0.00% | Reduce -12.2% | 347,973 | $33.8M |
| Gilbert & Cook, Inc. | 4.33% | Reduce -2.1% | 345,099 | $33.6M |
| Coastline Trust Co | 3.27% | Reduce -1.7% | 339,497 | $33.0M |
| AE Wealth Management LLC | 0.17% | Add +7.5% | 331,521 | $32.2M |
| Tiaa Trust, National Association | 1.95% | Reduce -89.8% | 329,530 | $32.0M |
| D.A. Davidson & Co. | 0.19% | Reduce -0.9% | 320,907 | $31.2M |
| Dakota Wealth Management | 0.68% | Reduce -13.7% | 320,317 | $31.1M |
| Beacon Pointe Advisors, LLC | 0.16% | Add +19.9% | 318,067 | $30.9M |
| MCF Advisors LLC | 1.35% | Add +3265.8% | 317,294 | $30.9M |
| Regions Financial Corp. | 0.20% | Add +5.8% | 316,754 | $30.8M |
| Robertson Stephens Wealth Management, LLC | 0.86% | Add +64.9% | 315,590 | $30.7M |
| Kestra Advisory Services, LLC | 0.12% | Add +23.2% | 312,220 | $30.4M |
| MML Investors Services, LLC | 0.08% | Reduce -6.2% | 303,485 | $29.5M |
| Mercer Global Advisors Inc. | 0.04% | Reduce -5.9% | 299,825 | $29.2M |
| Stifel Financial Corp. | 0.03% | Reduce -5.8% | 299,760 | $29.1M |
| Hantz Financial Services, Inc. | 0.42% | Add +7.3% | 285,056 | $27.7M |
| Coldstream Capital Management Inc. | 0.34% | Reduce -0.0% | 282,524 | $27.5M |
| CCG Wealth Management, LLC | 7.43% | Add +18.7% | 281,775 | $27.4M |
| Intrust Bank NA | 2.16% | New | 272,742 | $26.5M |
| DT Investment Partners, LLC | 2.18% | Add +9.0% | 268,887 | $26.1M |
| NewEdge Advisors, LLC | 0.09% | Reduce -12.9% | 260,616 | $25.3M |
| Sigma Investment Counselors Inc. | 1.34% | Reduce -2.6% | 260,044 | $25.3M |
| VestGen Advisors, LLC | 0.67% | Add +579.9% | 228,901 | $24.0M |
| Valeo Financial Advisors, LLC | 0.57% | Add +17.8% | 246,781 | $24.0M |
| Sanctuary Advisors, LLC | 0.13% | Reduce -1.0% | 246,336 | $24.0M |
| Texas Capital Bank Wealth Management Services Inc | 1.40% | Reduce -6.2% | 242,622 | $23.6M |
| Cresset Asset Management, LLC | 0.10% | Reduce -2.7% | 241,260 | $23.5M |
| XML Financial, LLC | 1.86% | Reduce -2.8% | 237,554 | $23.1M |
| Thrivent Financial for Lutherans | 0.04% | Add +3.2% | 235,136 | $22.8M |
| Concurrent Investment Advisors, LLC | 0.24% | Add +4.6% | 230,568 | $22.4M |
| Focus Financial Network, Inc. | 0.77% | Reduce -1.6% | 221,855 | $21.6M |
| Fifth Third Wealth Advisors LLC | 0.71% | Add +3.0% | 216,920 | $21.1M |
| Bartlett & Co. Wealth Management LLC | 0.27% | Reduce -1.2% | 201,571 | $21.0M |
| Whittier Trust Co. of Nevada Inc. | 0.43% | Add +4.2% | 211,289 | $20.9M |
| Stratos Wealth Partners, LTD. | 0.24% | Reduce -2.5% | 214,381 | $20.8M |
| Amarillo National Bank | 3.68% | Reduce -3.5% | 214,284 | $20.8M |
| Legacy Advisors, LLC | 2.43% | Add +0.6% | 212,098 | $20.6M |
| Bridges Investment Management Inc. | 0.28% | Add +0.6% | 210,148 | $20.4M |
| BNP Paribas Financial Markets | 0.01% | Reduce -51.9% | 205,951 | $20.0M |
| Principal Financial Group Inc. | 0.01% | Reduce -55.7% | 203,641 | $19.8M |
| Wealthspire Advisors, LLC | 0.15% | Reduce -1.0% | 200,994 | $19.5M |
| Performa Ltd (US), LLC | 4.38% | Add +19890000.0% | 198,901 | $19.3M |
| LJI Wealth Management, LLC | 3.02% | Add +7.3% | 194,469 | $18.9M |
| Independent Advisor Alliance | 0.20% | Add +2503.6% | 192,850 | $18.8M |
| Ullmann Wealth Partners Group, LLC | 1.93% | Add +5.2% | 191,685 | $18.6M |
| Miller Investment Management, LP | 1.82% | Reduce -3.2% | 188,278 | $18.3M |
| &partners | 0.09% | Reduce -11.9% | 184,368 | $18.0M |
| Whittier Trust Co. | 0.20% | Reduce -0.7% | 182,218 | $18.0M |
| PFW Advisors LLC | 5.55% | Reduce -0.6% | 181,368 | $17.6M |
| Cwm, LLC | 0.05% | Reduce -25.4% | 177,262 | $17.2M |
| Unique Wealth, LLC | 2.34% | Add +4.3% | 174,205 | $16.9M |
| Fidelis Capital Partners, LLC | 1.19% | Reduce -0.8% | 172,130 | $16.7M |
| Bokf, NA | 0.26% | Reduce -36.4% | 171,785 | $16.7M |
| Avidian Wealth Enterprises, LLC | 0.53% | Add +1.1% | 170,441 | $16.6M |
| Patton Fund Management, Inc. | 2.80% | Add +2.0% | 169,425 | $16.5M |
| Alliancebernstein L.P. | 0.01% | Add +0.7% | 170,845 | $16.4M |
| Callan Family Office, LLC | 0.37% | Reduce -11.7% | 168,118 | $16.3M |
| Sonata Capital Group Inc. | 6.01% | Reduce -5.8% | 167,673 | $16.3M |
| Blair William & Co. | 0.05% | Add +13.4% | 166,306 | $16.2M |
| Bank of Nova Scotia | 0.03% | Reduce -0.0% | 165,377 | $16.1M |
| First Citizens Bank & Trust Co. | 0.34% | Reduce -5.3% | 164,985 | $16.0M |
| Culbertson A N & Co. Inc. | 2.08% | Reduce -1.9% | 164,662 | $16.0M |
| Verdence Capital Advisors LLC | 0.93% | Reduce -9.1% | 164,548 | $16.0M |
| Private Advisor Group, LLC | 0.07% | Reduce -2.6% | 164,535 | $16.0M |
| Bradley Foster & Sargent Inc. | 0.25% | Reduce -0.6% | 162,321 | $15.8M |
| Argent Trust Co | 0.53% | Add +14.4% | 162,114 | $15.8M |
| Country Trust Bank | 0.30% | Reduce -6.4% | 160,227 | $15.6M |
| Woodstock Corp. | 1.38% | Reduce -2.1% | 159,885 | $15.5M |
| Ashton Thomas Private Wealth, LLC | 0.36% | Reduce -0.8% | 158,126 | $15.4M |
| Fox Financial, Inc | 12.53% | Add +0.9% | 157,962 | $15.4M |
| Envestnet Portfolio Solutions, Inc. | 0.08% | Reduce -51.8% | 156,840 | $15.2M |
| Bricktown Capital, LLC | 2.91% | No change | 152,264 | $14.8M |
| Tompkins Financial Corp. | 1.18% | Add +30.6% | 151,806 | $14.8M |
| Life Line Wealth Management LLC | 6.43% | Add +362.0% | 148,081 | $14.4M |
| Three Bridge Wealth Advisors, LLC | 3.94% | Add +8.2% | 147,446 | $14.3M |
| Atlas Legacy Advisors, LLC | 2.61% | Add +2.3% | 147,016 | $14.3M |
| GGM Financial LLC | 6.38% | Add +3.1% | 142,648 | $13.9M |
| Private Wealth Asset Management, LLC | 1.46% | Reduce -0.3% | 140,647 | $13.7M |
| Moody National Bank Trust Division | 1.26% | Reduce -0.8% | 136,611 | $13.3M |
| Washington Trust Bank | 0.96% | Reduce -0.5% | 133,741 | $13.0M |
| Perigon Wealth Management, LLC | 0.24% | Reduce -1.3% | 133,154 | $12.9M |
| Bessemer Group Inc. | 0.02% | Reduce -5.1% | 132,847 | $12.9M |
| Krane Financial Solutions LLC | 8.77% | — | 132,678 | $12.9M |
| Old National Bancorp | 0.22% | Add +0.6% | 132,226 | $12.9M |
| Prime Capital Investment Advisors, LLC | 0.15% | Add +19.7% | 130,840 | $12.7M |
| Bailard, Inc. | 0.29% | Reduce -0.1% | 129,272 | $12.6M |
| Ascent Group, LLC | 0.43% | Add +0.2% | 127,752 | $12.4M |
| Taylor & Morgan Wealth Management, LLC | 7.09% | Add +5.6% | 127,738 | $12.4M |
| Heck Capital Advisors, LLC | 0.90% | Reduce -22.0% | 125,230 | $12.2M |
| First National Trust Co | 0.39% | Add +3.1% | 118,495 | $11.5M |
| Koss-Olinger Consulting, LLC | 0.93% | Reduce -25.6% | 114,343 | $11.1M |
| MV Capital Management, Inc. | 1.08% | Add +9.5% | 113,017 | $11.0M |
| Moneta Group Investment Advisors LLC | 0.08% | Add +2.2% | 111,885 | $10.9M |
| Steph & Co. | 3.10% | Reduce -15.0% | 111,846 | $10.9M |
| Prairieview Wealth Partners, LLC | 8.84% | Add +1.7% | 110,846 | $10.8M |
| Brighton Jones LLC | 0.23% | Add +0.4% | 108,462 | $10.5M |
| Proffitt & Goodson Inc. | 1.62% | Reduce -3.6% | 108,033 | $10.5M |
| StoneX Group Inc. | 0.57% | Add +4.8% | 108,019 | $10.5M |
| Summit Trail Advisors, LLC | 0.15% | Add +1055.9% | 106,888 | $10.4M |
| West Bancorporation Inc. | 5.15% | Add +18.1% | 106,076 | $10.3M |
| First Horizon Corp. | 0.43% | Reduce -1.6% | 106,056 | $10.3M |
| Meridian Wealth Management, LLC | 0.36% | Add +297.0% | 105,634 | $10.3M |
| Klaas Financial Asset Advisors, LLC | 1.40% | New | 104,564 | $10.2M |
| Voya Investment Management LLC | 0.01% | Add +10.4% | 103,396 | $10.1M |
| Midwest Trust Co | 0.12% | Add +26.4% | 102,419 | $10.0M |
| Glenmede Trust Co. NA | 0.05% | Reduce -0.7% | 100,297 | $9.8M |
| Versant Capital Management, Inc | 0.94% | Add +2273.4% | 98,354 | $9.6M |
| Folger Nolan Fleming Douglas Capital Management, Inc. | 0.84% | Reduce -1.2% | 97,130 | $9.4M |
| Shelton Wealth Management, LLC | 4.10% | Add +21.5% | 95,760 | $9.3M |
| Mullaney, Keating & Wright, Inc. | 5.06% | Reduce -0.7% | 95,746 | $9.3M |
| Lodestar Private Asset Management LLC | 0.89% | Reduce -2.7% | 93,263 | $9.1M |
| Hoxton Planning & Management, LLC | 2.68% | Add +0.6% | 91,725 | $8.9M |
| Tanglewood Legacy Advisors, LLC | 3.22% | Add +0.6% | 91,595 | $8.9M |
| Trust Point Inc. | 0.77% | Reduce -2.1% | 90,795 | $8.8M |
| Kestra Private Wealth Services, LLC | 0.11% | Add +13.3% | 90,405 | $8.8M |
| Ieq Capital, LLC | 0.04% | Add +4.2% | 90,273 | $8.8M |
| NewEdge Wealth, LLC | 0.10% | Add +7.4% | 89,374 | $8.7M |
| Independence Bank of Kentucky | 1.10% | Add +1.9% | 89,296 | $8.7M |
| Rossmore Private Capital | 0.76% | Reduce -0.6% | 89,126 | $8.7M |
| Haverford Trust Co | 0.08% | Reduce -2.5% | 87,043 | $8.5M |
| Plan Group Financial, LLC | 1.98% | Reduce -4.8% | 86,893 | $8.4M |
| Summit Financial, LLC | 0.11% | Add +22.6% | 86,838 | $8.4M |
| Paragon Private Wealth Management, LLC | 2.64% | Add +3.0% | 86,799 | $8.4M |
| Strategic Financial Partners, Ltd. | 3.62% | Reduce -13.6% | 86,160 | $8.4M |
| Campion Asset Management | 5.68% | Reduce -0.5% | 86,137 | $8.4M |
| Fulton Bank, N.A. | 0.29% | Reduce -0.4% | 84,492 | $8.2M |
| Simon Quick Advisors, LLC | 0.37% | Reduce -5.2% | 83,728 | $8.1M |
| TD Private Client Wealth LLC | 0.17% | Add +55.2% | 82,077 | $8.0M |
| Savant Capital, LLC | 0.04% | Reduce -0.2% | 81,869 | $8.0M |
| Sincerus Advisory, LLC | 5.88% | Add +4.0% | 79,854 | $7.8M |
| Johnson Financial Group, Inc. | 0.28% | Add +42.7% | 79,331 | $7.7M |
| Bleakley Financial Group, LLC | 0.12% | Reduce -0.1% | 77,946 | $7.6M |
| Schneider Downs Wealth Management Advisors, LP | 0.83% | Reduce -1.4% | 77,633 | $7.5M |
| Beam Wealth Advisors, Inc. | 1.87% | Add +5.4% | 77,300 | $7.5M |
| One Capital Management, LLC | 0.20% | Add +35.0% | 76,746 | $7.5M |
| Salem Investment Counselors Inc. | 0.22% | Reduce -0.1% | 75,771 | $7.4M |
| Citizens Financial Group Inc. | 0.10% | Reduce -4.2% | 75,282 | $7.3M |
| Quantinno Capital Management LP | 0.01% | Add +91.3% | 74,705 | $7.3M |
| Rwa Wealth Partners, LLC | 0.08% | Reduce -0.2% | 74,499 | $7.2M |
| Diversified Trust Co. | 0.13% | Reduce -6.3% | 73,473 | $7.1M |
| Forte Asset Management LLC | 3.08% | Add +0.5% | 72,182 | $7.0M |
| Carret Asset Management, LLC | 0.69% | Add +0.8% | 72,126 | $7.0M |
| Baltimore-Washington Financial Advisors, Inc. | 0.30% | Reduce -2.7% | 72,086 | $7.0M |
| Aptus Capital Advisors, LLC | 0.06% | Reduce -0.1% | 71,143 | $6.9M |
| Modera Wealth Management, LLC | 0.08% | Reduce -0.8% | 71,083 | $6.9M |
| Summit Wealth Partners, LLC | 1.09% | Reduce -3.0% | 71,051 | $6.9M |
| Advisory Services Network, LLC | 0.09% | Add +8.2% | 70,293 | $6.8M |
| Nadler Financial Group, Inc. | 0.65% | Reduce -3.2% | 69,782 | $6.8M |
| Chicago Partners Investment Group LLC | 0.15% | Add +1.3% | 65,290 | $6.8M |
| Fifth Third Securities, Inc. | 0.44% | Reduce -6.9% | 69,301 | $6.7M |
| Chesapeake Wealth Management | 2.07% | Reduce -1.4% | 69,242 | $6.7M |
| Bucket List Wealth Management, LLC | 4.02% | Reduce -58.9% | 68,651 | $6.7M |
| First Merchants Corp. | 0.25% | Add +0.3% | 68,550 | $6.7M |
| Park Avenue Securities LLC | 0.05% | Reduce -29.6% | 68,092 | $6.6M |
| Baron Financial Group, LLC | 3.57% | Add +4.7% | 68,036 | $6.6M |
| City Holding Co. | 0.83% | Reduce -2.5% | 68,014 | $6.6M |
| Winthrop Partners - WNY, LLC | 3.52% | Reduce -0.4% | 67,910 | $6.6M |
| Capital Group Private Client Services, Inc. | 0.11% | Reduce -0.3% | 67,261 | $6.5M |
| Tolleson Wealth Management, Inc. | 0.95% | Reduce -1.8% | 67,158 | $6.5M |
| Dickmeyer Boyce Financial Management, Inc. | 3.84% | — | 67,057 | $6.5M |
| Curi Capital, LLC | 0.12% | Add +2.2% | 66,730 | $6.5M |
| Dorsey & Whitney Trust CO LLC | 0.35% | Add +5.0% | 65,903 | $6.4M |
| Westshore Wealth, LLC | 2.23% | Reduce -4.6% | 65,329 | $6.4M |
| Wesbanco Bank Inc. | 0.17% | Reduce -1.3% | 63,975 | $6.2M |
| Level Four Advisory Services, LLC | 0.20% | Add +1.3% | 63,511 | $6.2M |
| Integrated Advisors Network LLC | 0.32% | Reduce -3.4% | 63,482 | $6.2M |
| CFM Wealth Partners LLC | 0.91% | Reduce -1.6% | 62,553 | $6.1M |
| First National Bank of Omaha | 0.19% | Add +1.6% | 63,616 | $6.1M |
| Orin Green Financial, LLC | 2.47% | Add +0.1% | 61,929 | $6.0M |
| Sunburst Financial Group, LLC | 1.15% | Reduce -0.3% | 61,260 | $6.0M |
| IFC Advisors LLC | 0.85% | Reduce -15.3% | 61,198 | $6.0M |
| TCV Trust & Wealth Management, Inc. | 0.50% | Reduce -3.6% | 61,011 | $5.9M |
| Triumph Capital Management | 1.20% | Add +0.6% | 60,002 | $5.8M |
| New England Private Wealth Advisors LLC | 0.67% | Add +0.3% | 59,694 | $5.8M |
| Matrix Asset Advisors Inc. | 0.53% | Add +1.1% | 59,571 | $5.8M |
| Twin Focus Capital Partners, LLC | 0.67% | Reduce -0.9% | 59,518 | $5.8M |
| Essex Financial Services, Inc. | 0.32% | Reduce -3.6% | 59,494 | $5.8M |
| Cornerstone Wealth Group, LLC | 0.37% | Reduce -7.4% | 55,403 | $5.8M |
| Goldstone Financial Group, LLC | 0.62% | Reduce -37.6% | 58,751 | $5.7M |
| Prosperity Consulting Group, LLC | 0.25% | Reduce -2.9% | 58,747 | $5.7M |
| Vanguard National Trust Co | 0.36% | — | 58,676 | $5.7M |
| Bryn Mawr Trust Advisors, LLC | 0.28% | Add +38.6% | 58,289 | $5.7M |
| St. Johns Investment Management Company, LLC | 2.36% | Reduce -2.4% | 57,743 | $5.6M |
| United Capital Financial Advisors, LLC | 0.03% | Reduce -12.6% | 57,227 | $5.6M |
| Sound View Wealth Advisors Group, LLC | 0.38% | Reduce -1.4% | 56,802 | $5.5M |
| Hancock Whitney Corp. | 0.10% | Add +1.8% | 56,411 | $5.5M |
| Smith Chas P & Associates Pa Cpas | 0.30% | Reduce -0.0% | 56,598 | $5.5M |
| Cahaba Wealth Management, Inc. | 0.37% | Reduce -2.9% | 56,297 | $5.5M |
| Carl P. Sherr & Co., LLC | 2.55% | Add +1.2% | 55,848 | $5.4M |
| SageView Advisory Group, LLC | 0.20% | Reduce -0.3% | 55,594 | $5.4M |
| Smith & Howard Wealth Management, LLC | 1.15% | Add +14.7% | 54,989 | $5.3M |
| NTV Asset Management LLC | 0.59% | Reduce -3.6% | 54,802 | $5.3M |
| AQR Capital Management | 0.00% | Add +62.5% | 54,326 | $5.3M |
| Ames National Corp. | 3.17% | Reduce -1.4% | 54,312 | $5.3M |
| Acropolis Investment Management, LLC | 0.23% | Reduce -3.1% | 54,176 | $5.3M |
| EP Wealth Advisors, LLC | 0.03% | Add +5.2% | 52,979 | $5.2M |
| Fort Washington Investment Advisors Inc. | 0.03% | Add +39.3% | 52,649 | $5.1M |
| Smith Thornton Advisors LLC | 2.58% | Add +0.7% | 52,590 | $5.1M |
| Canandaigua National Corp. | 0.45% | — | 51,949 | $5.1M |
| Gryphon Financial Partners LLC | 0.53% | Add +7.3% | 51,799 | $5.0M |
| Cullen/Frost Bankers, Inc. | 0.06% | Add +1.6% | 51,651 | $5.0M |
| Canopy Partners, LLC | 1.72% | Reduce -8.2% | 51,569 | $5.0M |
| Conservest Capital Advisors, Inc. | 0.45% | Reduce -8.3% | 51,421 | $5.0M |
| Oppenheimer & Co. Inc. | 0.06% | Add +13.4% | 51,188 | $5.0M |
| FDx Advisors, Inc. | 1.57% | Reduce -2.3% | 50,582 | $4.9M |
| Centennial Bank | 1.75% | Add +9.7% | 50,275 | $4.9M |
| Turtle Creek Wealth Advisors, LLC | 0.37% | Reduce -14.5% | 50,162 | $4.9M |
| Mycio Wealth Partners, LLC | 0.96% | Add +7.7% | 49,729 | $4.8M |
| LPWM LLC | 1.21% | Add +0.7% | 49,482 | $4.8M |
| Evoke Wealth, LLC | 0.09% | Reduce -16.9% | 48,842 | $4.7M |
| Whitegate Investment Counselors, Inc. | 1.50% | Reduce -2.4% | 48,589 | $4.7M |
| BTC Capital Management, Inc. | 0.32% | Add +2.0% | 48,134 | $4.7M |
| Principal Securities, Inc. | 0.07% | Reduce -3.4% | 47,256 | $4.6M |
| Orion Porfolio Solutions, LLC | 0.04% | Reduce -24.5% | 47,124 | $4.6M |
| Trust Co. of Toledo NA | 0.43% | Reduce -0.2% | 46,414 | $4.5M |
| Kingsview Wealth Management, LLC | 0.06% | Add +5.5% | 46,374 | $4.5M |
| Choreo, LLC | 0.05% | Reduce -1.3% | 45,529 | $4.4M |
| IHT Wealth Management, LLC | 0.10% | Add +1.8% | 45,416 | $4.4M |
| HB Wealth Management, LLC | 0.03% | Add +2.1% | 45,218 | $4.4M |
| Silvercrest Asset Management Group LLC | 0.03% | Reduce -19.8% | 45,196 | $4.4M |
| Davidson Trust Co. | 1.86% | No change | 44,442 | $4.3M |
| Laird Norton Wetherby Trust Company, LLC | 0.09% | Reduce 0.0% | 43,857 | $4.3M |
| Quadrant Capital Group LLC | 0.13% | Reduce -0.6% | 43,260 | $4.2M |
| Sequoia Financial Advisors, LLC | 0.02% | Add +0.0% | 43,187 | $4.2M |
| Legacy Trust | 0.80% | Add +0.2% | 42,980 | $4.2M |
| Bedel Financial Consulting, Inc. | 0.48% | Add +6.7% | 42,895 | $4.2M |
| Integrated Wealth Concepts LLC | 0.03% | Add +156.8% | 42,849 | $4.2M |
| Farmers & Merchants Investments Inc. | 0.11% | Reduce -0.1% | 42,785 | $4.2M |
| Citigroup Inc. | 0.00% | Reduce -17.1% | 42,073 | $4.1M |
| HORAN Wealth, LLC | 0.39% | Add +100.0% | 42,236 | $4.1M |
| Ballentine Partners, LLC | 0.06% | Reduce -3.8% | 41,254 | $4.0M |
| Allspring Global Investments Holdings, LLC | 0.01% | Add +1.4% | 40,470 | $4.0M |
| Elyxium Wealth, LLC | 1.27% | Add +15.4% | 40,673 | $4.0M |
| Daner Wealth Management, LLC | 2.31% | Reduce -1.0% | 37,509 | $3.9M |
| Asset Management Group, Inc. | 0.62% | Add +0.3% | 39,600 | $3.9M |
| St. Clair Advisors, LLC | 1.02% | Add +58.4% | 39,470 | $3.8M |
| Private Trust Co. NA | 0.34% | Add +12.3% | 39,076 | $3.8M |
| Greykasell Wealth Strategies, Inc. | 1.53% | Add +4.2% | 38,956 | $3.8M |
| Northwest Wealth Advisors, LLC | 2.70% | Add +13.2% | 38,872 | $3.8M |
| OneDigital Investment Advisors LLC | 0.04% | Reduce -44.3% | 38,594 | $3.8M |
| Financial Engines Advisors L.L.C. | 0.01% | Reduce -3.1% | 38,027 | $3.7M |
| SCS Capital Management LLC | 0.04% | Reduce -3.9% | 37,936 | $3.7M |
| Samalin Investment Counsel, LLC | 1.28% | Reduce -21.7% | 36,980 | $3.6M |
| Aspiriant, LLC | 0.10% | Reduce -6.1% | 36,928 | $3.6M |
| Cambient Family Office, LLC | 0.50% | Reduce -0.2% | 36,919 | $3.6M |
| Farther Finance Advisors, LLC | 0.03% | Add +26.5% | 36,656 | $3.6M |
| Chapin Davis, Inc. | 0.80% | Add +3.9% | 36,892 | $3.6M |
| Spire Wealth Management | 0.12% | Reduce -0.5% | 36,609 | $3.6M |
| Fca Corp. | 0.99% | Reduce -1.8% | 35,930 | $3.5M |
| SouthState Bank Corp | 0.16% | Reduce -2.8% | 35,801 | $3.5M |
| Courier Capital LLC | 0.19% | Reduce -0.0% | 35,792 | $3.5M |
| Erste Asset Management GmbH | 0.03% | Add +30.8% | 36,500 | $3.5M |
| Elgethun Capital Management | 0.57% | No change | 35,515 | $3.5M |
| Prospera Financial Services Inc | 0.06% | Reduce -2.2% | 35,443 | $3.4M |
| Nvwm, LLC | 0.77% | Reduce -12.2% | 35,431 | $3.4M |
| Mather Group, Llc. | 0.03% | Add +0.7% | 35,411 | $3.4M |
| Champlain Investment Partners, LLC | 0.04% | New | 35,300 | $3.4M |
| Fund Evaluation Group, LLC | 0.11% | Add +21.4% | 35,293 | $3.4M |
| Fort Point Capital Partners LLC | 0.45% | Add +13.4% | 35,152 | $3.4M |
| Lanark Financial, Inc. | 0.25% | Reduce -3.6% | 34,908 | $3.4M |
| Aft, Forsyth & Company, Inc. | 1.59% | Reduce -0.6% | 34,819 | $3.4M |
| Highland Capital Management, LLC | 0.18% | Reduce -0.0% | 34,733 | $3.4M |
| Phillips Financial Management, LLC | 0.24% | Reduce -20.0% | 34,196 | $3.3M |
| Ameritas Advisory Services, LLC | 0.13% | Add +10.8% | 34,196 | $3.3M |
| Smith, Moore & Co. | 0.24% | Add +14.7% | 34,142 | $3.3M |
| World Investment Advisors | 0.05% | Reduce -1.7% | 34,084 | $3.3M |
| Gladstone Institutional Advisory LLC | 0.12% | Reduce -3.7% | 33,944 | $3.3M |
| Pathway Financial Advisors LLC | 0.41% | No change | 33,355 | $3.3M |
| Arkadios Wealth Advisors | 0.05% | Add +31.7% | 33,653 | $3.3M |
| Sigma Planning Corp | 0.09% | Add +4.0% | 33,304 | $3.2M |
| Richard P Slaughter Associates Inc | 0.70% | Reduce -0.9% | 33,146 | $3.2M |
| Allium Financial Advisors, LLC | 2.56% | Add +3.1% | 32,802 | $3.2M |
| Flagstar Securities, Inc. | 1.14% | Reduce -9.3% | 32,295 | $3.1M |
| Procyon Advisors, LLC | 0.15% | Add +4.5% | 32,210 | $3.1M |
| Geneos Wealth Management Inc. | 0.07% | Reduce -0.6% | 32,141 | $3.1M |
| O'shaughnessy Asset Management, LLC | 0.02% | Add +66.9% | 32,036 | $3.1M |
| Greenleaf Trust | 0.03% | Reduce -6.0% | 31,822 | $3.1M |
| Granville Capital, Inc. | 1.61% | Reduce -9.8% | 31,620 | $3.1M |
| Finley Financial, LLC | 1.43% | No change | 31,495 | $3.1M |
| Summit Financial Strategies, Inc. | 0.24% | Reduce -0.5% | 31,155 | $3.0M |
| Sowell Financial Services LLC | 0.11% | Reduce -2.2% | 31,039 | $3.0M |
| Allen Investment Management, LLC | 0.04% | No change | 31,000 | $3.0M |
| Builder Investment Group Inc. | 0.65% | No change | 30,916 | $3.0M |
| Narus Financial Partners, LLC | 0.78% | Add +5.4% | 30,580 | $3.0M |
| Evergreen Capital Management LLC | 0.06% | Reduce -11.1% | 30,560 | $3.0M |
| Brick & Kyle, Associates | 0.98% | Reduce -21.6% | 30,444 | $3.0M |
| RFG - Bristol Wealth Advisors, LLC | 0.80% | Add +90.0% | 30,379 | $3.0M |
| Catalyst Financial Partners LLC | 0.35% | Add +10.3% | 30,327 | $2.9M |
| FAS Wealth Partners, Inc. | 0.18% | Add +1.5% | 30,310 | $2.9M |
| Evercore Wealth Management, LLC | 0.05% | Reduce -1.1% | 30,160 | $2.9M |
| SOA Wealth Advisors, LLC. | 0.55% | Add +2.0% | 30,000 | $2.9M |
| Diversify Wealth Management, LLC | 0.05% | New | 28,359 | $2.9M |
| GAMMA Investing LLC | 0.14% | Add +7.1% | 29,809 | $2.9M |
| Valmark Advisers, Inc. | 0.03% | Add +8.9% | 29,732 | $2.9M |
| HUB Investment Partners, LLC | 0.07% | Add +0.1% | 29,722 | $2.9M |
| Continuum Advisory, LLC | 0.27% | Add +3.5% | 29,369 | $2.9M |
| KKM Financial LLC | 0.51% | No change | 29,651 | $2.9M |
| Peapack Gladstone Financial Corp. | 0.04% | Reduce -2.3% | 29,204 | $2.8M |
| Apollon Wealth Management, LLC | 0.05% | Reduce -0.5% | 29,169 | $2.8M |
| McKinley Carter Wealth Services, Inc. | 0.16% | Reduce -4.9% | 28,959 | $2.8M |
| Cozad Asset Management Inc. | 0.22% | No change | 28,750 | $2.8M |
| HSBC Holdings PLC | 0.00% | Reduce -4.1% | 28,749 | $2.8M |
| First United Bank & Trust | 0.91% | Reduce -1.0% | 28,675 | $2.8M |
| Pasadena Private Wealth, LLC | 0.39% | No change | 28,500 | $2.8M |
| Anchor Capital Advisors LLC | 0.08% | Reduce -9.3% | 28,407 | $2.8M |
| Wealthfront Advisers LLC | 0.01% | Add +23.1% | 28,337 | $2.8M |
| Hilltop Wealth Advisors, LLC | 1.64% | Reduce -5.9% | 28,151 | $2.7M |
| Councilor Wealth, LLC | 1.32% | No change | 28,043 | $2.7M |
| Grove Bank & Trust | 0.31% | Reduce -4.5% | 27,910 | $2.7M |
| Frank, Rimerman Advisors LLC | 0.18% | Add +0.1% | 27,695 | $2.7M |
| PFG Advisors | 0.13% | Add +92.2% | 27,589 | $2.7M |
| Wealthcare Advisory Partners LLC | 0.05% | Add +15.9% | 27,254 | $2.6M |
| Arax Advisory Partners | 0.07% | Add +44.1% | 27,196 | $2.6M |
| Cahill Financial Advisors Inc. | 0.29% | Reduce -1.0% | 27,178 | $2.6M |
| JSF Financial, LLC | 0.52% | Reduce -3.9% | 27,021 | $2.6M |
| HT Partners LLC | 0.79% | No change | 26,956 | $2.6M |
| Vigilare Wealth Management | 0.88% | Add +303.9% | 26,829 | $2.6M |
| Naples Global Advisors, LLC | 0.19% | Reduce -0.8% | 26,485 | $2.6M |
| Chokshi & Queen Wealth Advisors, Inc | 1.38% | Add +0.4% | 26,479 | $2.6M |
| Lee, Kelleher & Klein Wealth Management | 1.53% | Reduce -5.3% | 26,434 | $2.6M |
| Resonant Capital Advisors, LLC | 0.13% | No change | 26,391 | $2.6M |
| JFS Wealth Advisors, LLC | 0.14% | Add +0.8% | 26,380 | $2.6M |
| Meridian Financial Partners LLC | 0.96% | Add +9.2% | 25,642 | $2.5M |
| Dover Advisors, LLC | 1.04% | Reduce -3.3% | 25,951 | $2.5M |
| Knightsbridge Asset Management, LLC | 0.33% | Reduce -9.6% | 25,296 | $2.5M |
| Renaissance Technologies | 0.00% | Reduce -27.6% | 25,200 | $2.5M |
| EverSource Wealth Advisors, LLC | 0.07% | Reduce -0.5% | 25,141 | $2.4M |
| TD Waterhouse Canada Inc. | 0.01% | Add +2.2% | 24,926 | $2.4M |
| Brooklyn Investment Group | 0.08% | Add +5.8% | 25,018 | $2.4M |
| Aprio Wealth Management, LLC | 0.13% | Add +535.7% | 24,886 | $2.4M |
| Indiana Trust & Investment Management Co | 0.74% | Reduce -2.6% | 24,615 | $2.4M |
| Trivium Point Advisory, LLC | 0.43% | Reduce -13.2% | 24,507 | $2.4M |
| Nations Financial Group Inc, /Ia/ | 0.12% | Add +8.5% | 24,468 | $2.4M |
| DAVENPORT & Co LLC | 0.01% | Reduce -82.6% | 24,369 | $2.4M |
| Cornerstone Wealth Management, LLC | 0.12% | Add +14.7% | 24,365 | $2.4M |
| Crescent Grove Advisors, LLC | 0.23% | Add +11.3% | 24,246 | $2.4M |
| Goelzer Investment Management, Inc. | 0.11% | Reduce -2.4% | 24,169 | $2.3M |
| Nicolet Bankshares Inc. | 0.09% | Add +207.5% | 24,039 | $2.3M |
| Dagco, Inc. | 0.51% | Reduce -3.7% | 24,033 | $2.3M |
| Allworth Financial LP | 0.01% | Add +9.5% | 23,862 | $2.3M |
| Retirement Income Solutions, Inc. | 0.39% | Reduce -5.3% | 23,684 | $2.3M |
| Susquehanna International Group, LLP | 0.00% | Add +11.5% | 23,622 | $2.3M |
| Earnest Partners LLC | 0.01% | Reduce -78.9% | 23,531 | $2.3M |
| Middleton & Co. Inc. | 0.26% | Reduce -0.8% | 23,478 | $2.3M |
| Marquette Asset Management, LLC | 0.34% | Reduce -6.7% | 23,403 | $2.3M |
| Alley Investment Management Company, LLC | 0.28% | Reduce -1.4% | 23,399 | $2.3M |
| Saxon Interests, Inc. | 0.78% | Add +18.4% | 23,349 | $2.3M |
| FARMERS & MERCHANTS TRUST Co OF LONG BEACH | 0.53% | No change | 23,308 | $2.3M |
| ABLE Financial Group, LLC | 0.44% | Reduce -4.0% | 23,250 | $2.3M |
| Paller Financial Services Inc | 1.85% | Add +337.4% | 23,015 | $2.2M |
| SVB Wealth LLC | 0.15% | Reduce -3.8% | 23,005 | $2.2M |
| 1900 Wealth Management LLC | 0.14% | Add +0.2% | 23,002 | $2.2M |
| Venture Visionary Partners LLC | 0.07% | Reduce -0.8% | 22,958 | $2.2M |
| LCNB Corp. | 0.75% | Add +0.8% | 22,873 | $2.2M |
| 1ST Source Bank | 0.11% | Add +5.9% | 22,717 | $2.2M |
| Parallel Advisors, LLC | 0.04% | Reduce -2.5% | 22,645 | $2.2M |
| Russell Investments Group, Ltd. | 0.00% | Reduce -9.7% | 22,564 | $2.2M |
| BankPlus Wealth Management LLC | 1.13% | Add +5.8% | 22,440 | $2.2M |
| Welch & Forbes LLC | 0.03% | Reduce -0.5% | 22,435 | $2.2M |
| Ellenbecker Investment Group | 0.29% | Reduce -1.2% | 22,401 | $2.2M |
| Rainier Family Wealth Inc. | 1.46% | Add +19.2% | 22,333 | $2.2M |
| Venturi Wealth Management, LLC | 0.10% | No change | 22,280 | $2.2M |
| Merit Financial Group, LLC | 0.02% | Reduce -14.7% | 22,260 | $2.2M |
| Burke & Herbert Bank & Trust Co. | 0.60% | Add +0.4% | 22,194 | $2.2M |
| Lavelle Capital LP | 1.34% | No change | 22,163 | $2.2M |
| Corepath Wealth Partners LLC | 1.45% | Add +2.3% | 21,240 | $2.2M |
| Weatherly Asset Management L. P. | 0.17% | No change | 22,086 | $2.1M |
| Appleton Partners Inc. | 0.15% | Reduce -0.5% | 22,050 | $2.1M |
| Busey Bank | 0.06% | Reduce -9.7% | 21,982 | $2.1M |
| Jane Street Group, LLC | 0.00% | Add +339.5% | 21,974 | $2.1M |
| Nvest Financial, LLC | 0.79% | Add +3.5% | 21,936 | $2.1M |
| Oliver Luxxe Assets LLC | 0.32% | Reduce -5.9% | 21,828 | $2.1M |
| Fiduciary Trust Co | 0.03% | Reduce -1.9% | 21,809 | $2.1M |
| Paladin Partners, LLC | 1.52% | Add +2.3% | 21,740 | $2.1M |
| Harbour Investments, Inc. | 0.03% | Add +224.7% | 21,629 | $2.1M |
| Chesley Taft & Associates LLC | 0.09% | Reduce -0.8% | 21,558 | $2.1M |
| Ancora Advisors LLC | 0.04% | Add +7.8% | 21,555 | $2.1M |
| Tower Research Capital LLC (TRC) | 0.05% | Add +214.1% | 21,302 | $2.1M |
| Manchester Capital Management LLC | 0.29% | No change | 21,068 | $2.0M |
| Evensky & Katz LLC | 0.12% | Reduce -16.2% | 20,791 | $2.0M |
| Americana Partners, LLC | 0.05% | No change | 20,760 | $2.0M |
| Stratos Wealth Advisors, LLC | 0.12% | Reduce -1.6% | 20,621 | $2.0M |
| Columbus Macro, LLC | 0.21% | Add +3.3% | 20,528 | $2.0M |
| Gilman Hill Asset Management, LLC | 0.30% | Reduce -8.9% | 20,481 | $2.0M |
| Forvis Mazars Wealth Advisors, LLC | 0.04% | Reduce -1.6% | 20,419 | $2.0M |
| Farmers National Bank | 0.43% | Add +0.6% | 20,278 | $2.0M |
| Climber Capital SA | 1.27% | No change | 21,152 | $1.9M |
| Roble, Belko & Company, Inc | 0.25% | Reduce -0.7% | 19,952 | $1.9M |
| Eastern Bank | 0.03% | Reduce -11.2% | 19,790 | $1.9M |
| BG Investment Services, LLC | 1.60% | Reduce -8.3% | 19,776 | $1.9M |
| Boston Trust Walden Corp | 0.02% | Add +0.1% | 19,735 | $1.9M |
| Cary Street Partners Financial LLC | 0.05% | Reduce -0.2% | 19,672 | $1.9M |
| Simmons Bank | 0.13% | Reduce -0.4% | 19,498 | $1.9M |
| Southern Capital Advisors, LLC | 0.89% | Add +0.8% | 19,489 | $1.9M |
| Zhang Financial LLC | 0.07% | Reduce -0.7% | 19,391 | $1.9M |
| MBL Wealth, LLC | 0.14% | Reduce -2.9% | 19,344 | $1.9M |
| Peoples Bank | 1.14% | Add +0.9% | 19,143 | $1.9M |
| Denver PWM, LLC | 0.64% | Reduce -33.2% | 17,670 | $1.9M |
| Csenge Advisory Group | 0.09% | Add +1.3% | 19,088 | $1.9M |
| Waters Parkerson & Co., LLC | 0.10% | Reduce -3.2% | 19,065 | $1.9M |
| Fairway Wealth LLC | 0.49% | Add +0.2% | 18,957 | $1.8M |
| Certuity, LLC | 0.12% | Add +32.0% | 18,859 | $1.8M |
| Legacy Bridge, LLC | 0.70% | Add +0.7% | 18,854 | $1.8M |
| Montecito Bank & Trust | 0.30% | Reduce -2.3% | 18,840 | $1.8M |
| Private Management Group Inc. | 0.05% | No change | 18,805 | $1.8M |
| Flputnam Investment Management Co. | 0.03% | Add +39.1% | 18,803 | $1.8M |
| Conning Inc. | 0.06% | No change | 18,612 | $1.8M |
| Clark Capital Management Group, Inc. | 0.01% | Reduce -6.3% | 18,594 | $1.8M |
| Matrix Private Capital Group LLC | 0.86% | Add +3.7% | 18,426 | $1.8M |
| MassMutual Private Wealth & Trust, FSB | 0.05% | Reduce -0.8% | 18,394 | $1.8M |
| Ausdal Financial Partners, Inc. | 0.08% | Add +9.1% | 18,390 | $1.8M |
| Guardian Wealth Advisors, LLC | 1.02% | Reduce -10.2% | 18,296 | $1.8M |
| Atala Financial Inc | 1.19% | Add +0.5% | 18,126 | $1.8M |
| HBK Sorce Advisory LLC | 0.04% | Add +0.2% | 16,791 | $1.8M |
| Linscomb Wealth, Inc. | 0.08% | Add +27.2% | 18,145 | $1.8M |
| Zions Bancorporation, National Association | 0.11% | Reduce -1.3% | 18,108 | $1.8M |
| U.S. Capital Wealth Advisors, LLC | 0.04% | Reduce -8.0% | 18,103 | $1.8M |
| SigFig Wealth Management, LLC | 0.05% | Add +12.9% | 18,059 | $1.8M |
| Sagespring Wealth Partners, LLC | 0.03% | Reduce -11.8% | 17,886 | $1.7M |
| Financial Partners Group, Inc | 0.21% | Reduce -2.0% | 17,859 | $1.7M |
| Fiera Capital Corp | 0.01% | Reduce -55.7% | 17,843 | $1.7M |
| Parsons Capital Management Inc. | 0.08% | Add +2.4% | 17,818 | $1.7M |
| Belpointe Asset Management LLC | 0.06% | Reduce -3.8% | 17,775 | $1.7M |
| Clear Harbor Asset Management, LLC | 0.12% | No change | 17,747 | $1.7M |
| Investors Research Corp | 0.33% | Add +0.1% | 17,725 | $1.7M |
| Newport Capital Group, LLC | 1.05% | Reduce -0.4% | 17,698 | $1.7M |
| Well Done, LLC | 0.25% | Add +8.3% | 17,697 | $1.7M |
| Roundview Capital LLC | 0.11% | No change | 17,674 | $1.7M |
| Leo Wealth, LLC | 0.12% | Add +0.3% | 17,630 | $1.7M |
| Sage Capital Advisors,llc | 0.40% | Add +0.1% | 17,624 | $1.7M |
| B. Riley Wealth Advisors, Inc. | 0.11% | Reduce -2.2% | 18,075 | $1.7M |
| Crumly & Associates Inc. | 0.36% | Add +0.9% | 17,564 | $1.7M |
| Davis R M Inc. | 0.03% | Reduce -2.5% | 17,409 | $1.7M |
| White Pine Capital LLC | 0.46% | Reduce -0.3% | 17,401 | $1.7M |
| TSG Advice Partners, LLC | 0.25% | Reduce -12.7% | 17,259 | $1.7M |
| Pinnacle Associates Ltd. | 0.02% | Reduce -26.7% | 17,246 | $1.7M |
| WestHill Financial Advisors, Inc. | 0.32% | Reduce -1.4% | 17,146 | $1.7M |
| Strategic Advisors LLC | 0.28% | Add +1.3% | 17,134 | $1.7M |
| Sepio Capital, LP | 0.09% | Reduce -28.9% | 17,118 | $1.7M |
| Moneywise, Inc. | 0.72% | Add +60.0% | 17,007 | $1.7M |
| Evernest Financial Advisors, LLC | 0.34% | No change | 15,912 | $1.7M |
| Strategic Family Wealth Counselors, L.L.C. | 0.43% | No change | 16,870 | $1.6M |
| Plum Street Advisors, LLC | 0.57% | Reduce -0.1% | 16,864 | $1.6M |
| Caprock Group, LLC | 0.04% | Add +0.0% | 16,795 | $1.6M |
| Great Valley Advisor Group, Inc. | 0.03% | Add +4.1% | 16,695 | $1.6M |
| St. Louis Trust Co | 0.19% | No change | 16,660 | $1.6M |
| Assetmark, Inc. | 0.00% | Add +11.9% | 16,637 | $1.6M |
| Boston Family Office LLC | 0.11% | Reduce -0.6% | 16,623 | $1.6M |
| Heritage Investors Management Corp. | 0.05% | No change | 16,625 | $1.6M |
| Ascentis Independent Advisors | 0.12% | Add +122.0% | 16,596 | $1.6M |
| Tower Bridge Advisors | 0.16% | New | 16,576 | $1.6M |
| Webster Bank, N. A. | 0.15% | Add +7.9% | 16,436 | $1.6M |
| Carroll Advisory Group, LLC | 0.62% | Reduce -0.2% | 16,433 | $1.6M |
| Asset Allocation Strategies LLC | 0.28% | Reduce -10.4% | 16,405 | $1.6M |
| Kohmann Bosshard Financial Services, LLC | 0.15% | Reduce -0.3% | 16,342 | $1.6M |
| Lazard Asset Management LLC | 0.00% | No change | 16,264 | $1.6M |
| Equitable Holdings, Inc. | 0.01% | Add +7.0% | 223,419 | $1.6M |
| Baker Ellis Asset Management LLC | 0.19% | No change | 16,214 | $1.6M |
| Fulcrum Capital LLC | 0.34% | Reduce -3.9% | 16,200 | $1.6M |
| Choate Investment Advisors | 0.03% | Reduce -11.4% | 16,170 | $1.6M |
| Compton Wealth Advisory Group, LLC | 0.35% | Add +0.3% | 15,952 | $1.6M |
| First Hawaiian Bank | 0.22% | No change | 16,047 | $1.6M |
| Blue Trust, Inc. | 0.02% | Add +37.9% | 16,022 | $1.6M |
| IFG Advisors, LLC | 0.25% | Reduce -2.2% | 15,933 | $1.5M |
| Lowe Brockenbrough & Co. Inc. | 0.08% | Reduce -3.1% | 15,672 | $1.5M |
| Avior Wealth Management, LLC | 0.04% | Add +2.4% | 15,578 | $1.5M |
| Compass Capital Corp. /Ma/ | 0.54% | Add +15.4% | 14,425 | $1.5M |
| PFG Investments, LLC | 0.07% | Reduce -14.5% | 15,550 | $1.5M |
| Parkside Financial Bank & Trust | 0.12% | Reduce -2.8% | 15,489 | $1.5M |
| Partners Capital Investment Group, LLP | 0.06% | Add +0.3% | 15,280 | $1.5M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.18% | Add +0.1% | 15,238 | $1.5M |
| GC Wealth Management RIA, LLC | 0.06% | No change | 15,163 | $1.5M |
| Marquette Associates, Inc. | 1.60% | New | 15,136 | $1.5M |
| Daymark Wealth Partners, LLC | 0.05% | Add +0.4% | 15,074 | $1.5M |
| Luminvest Wealth Management LLC | 0.38% | No change | 15,056 | $1.5M |
| Pallas Capital Advisors LLC | 0.06% | Reduce -10.0% | 15,035 | $1.5M |
| Bison Wealth, LLC | 0.14% | No change | 13,943 | $1.5M |
| SlateStone Wealth, LLC | 0.12% | Reduce -0.7% | 14,942 | $1.5M |
| Empirical Asset Management, LLC | 0.38% | Add +6.4% | 14,838 | $1.4M |
| Odyssey Capital Advisors, Inc. | 1.29% | Add +19.8% | 14,818 | $1.4M |
| Hapanowicz & Associates Financial Services, Inc | 0.57% | Reduce -2.5% | 14,769 | $1.4M |
| Sage Mountain Advisors LLC | 0.10% | No change | 14,756 | $1.4M |
| Atlas Brown,Inc. | 0.43% | Reduce -0.2% | 14,680 | $1.4M |
| Buffalo Business & Estate Services Ltd. | 0.21% | Add +3.1% | 14,670 | $1.4M |
| West Paces Advisors Inc. | 0.28% | No change | 14,604 | $1.4M |
| Centennial Wealth Advisory LLC | 0.34% | Reduce -1.3% | 14,562 | $1.4M |
| Okabena Investment Services Inc. | 0.27% | Add +20.1% | 14,547 | $1.4M |
| Argentarii, LLC | 0.49% | No change | 14,507 | $1.4M |
| Connecticut Wealth Management, LLC | 0.06% | No change | 14,469 | $1.4M |
| Debussy Capital Management LP | 0.19% | No change | 14,464 | $1.4M |
| Simplicity Wealth,LLC | 0.08% | Reduce -1.2% | 14,458 | $1.4M |
| Hirtle & Co., LLC | 0.05% | Add +180.6% | 14,431 | $1.4M |
| MBA Advisors LLC | 0.54% | Reduce -1.6% | 14,412 | $1.4M |
| Caliber Wealth Management, LLC / KS | 0.15% | Reduce -11.2% | 14,334 | $1.4M |
| Beese Fulmer Investment Management, Inc. | 0.09% | Add +74.6% | 14,334 | $1.4M |
| Orgel Wealth Management, LLC | 0.03% | Reduce -2.2% | 14,268 | $1.4M |
| Montag A & Associates Inc. | 0.06% | Add +3.7% | 14,131 | $1.4M |
| Monetary Management Group Inc. | 0.33% | Add +3.3% | 14,105 | $1.4M |
| Calamos Wealth Management LLC | 0.05% | Reduce -5.8% | 14,105 | $1.4M |
| Calamos Advisors LLC | 0.01% | New | 14,105 | $1.4M |
| Bill Few Associates, Inc. | 0.33% | Reduce -1.3% | 14,013 | $1.4M |
| SeaBridge Investment Advisors LLC | 0.23% | No change | 14,001 | $1.4M |
| First Financial Bank - Trust Division | 0.11% | No change | 13,973 | $1.4M |
| Philadelphia Trust Co. | 0.10% | No change | 13,913 | $1.4M |
| Dominguez Wealth Management Solutions, Inc. | 0.81% | Reduce -0.2% | 13,828 | $1.3M |
| RMR Wealth Builders | 0.11% | Reduce -2.9% | 13,782 | $1.3M |
| Klingman & Associates, LLC | 0.06% | Reduce -0.2% | 13,775 | $1.3M |
| Heartland Bank & Trust Co | 0.30% | New | 13,700 | $1.3M |
| Ehrenkranz Partners L.P. | 1.04% | Reduce -3.1% | 13,500 | $1.3M |
| North Berkeley Wealth Management, LLC | 0.69% | No change | 13,410 | $1.3M |
| Patriot Investment Management Group, Inc. | 0.08% | Reduce -1.8% | 13,244 | $1.3M |
| Snowden Capital Advisors LLC | 0.03% | Reduce -20.3% | 13,217 | $1.3M |
| Forefront Wealth Partners, LLC | 0.54% | Add +17.0% | 13,199 | $1.3M |
| WCG Wealth Advisors LLC | 0.04% | Add +20.6% | 13,169 | $1.3M |
| Oxford Financial Group, LTD. LLC | 0.07% | Reduce -54.5% | 13,161 | $1.3M |
| Zacks Investment Management | 0.01% | Reduce -88.1% | 13,156 | $1.3M |
| Winthrop Advisory Group LLC | 0.10% | Add +0.1% | 13,098 | $1.3M |
| Live Oak Private Wealth LLC | 0.18% | No change | 13,084 | $1.3M |
| MidFirst Bank | 0.10% | Add +1.2% | 13,031 | $1.3M |
| Occidental Asset Management, LLC | 0.15% | No change | 12,961 | $1.3M |
| Sunbeam Capital Management, LLC | 0.72% | Add +0.3% | 12,958 | $1.3M |
| RiverFront Investment Group, LLC | 0.02% | Add +11.8% | 12,753 | $1.2M |
| Strategic Blueprint, LLC | 0.07% | Reduce -0.5% | 12,718 | $1.2M |
| Focus Partners Advisor Solutions, LLC | 0.01% | Reduce -3.2% | 12,701 | $1.2M |
| Arrowroot Family Office, LLC | 0.41% | Add +15.2% | 12,614 | $1.2M |
| Cassaday & Co Wealth Management LLC | 0.03% | Add +11.3% | 12,604 | $1.2M |
| Sterling Capital Management LLC | 0.02% | Reduce -0.3% | 12,516 | $1.2M |
| Sapient Capital LLC | 0.02% | Add +43.7% | 12,448 | $1.2M |
| Kirtland Hills Capital Management, LLC | 0.38% | No change | 11,454 | $1.2M |
| Cambridge Associates LLC /Ma/ | 0.02% | No change | 12,198 | $1.2M |
| Independent Financial Group, LLC | 0.03% | Add +4.1% | 12,173 | $1.2M |
| Pacific Park Financial, Inc. | 0.77% | Add +18.6% | 12,168 | $1.2M |
| Becker Capital Management Inc. | 0.03% | No change | 12,144 | $1.2M |
| Radnor Capital Management, LLC | 0.17% | No change | 12,010 | $1.2M |
| Compound Planning, Inc. | 0.04% | Reduce -3.7% | 11,970 | $1.2M |
| Advisors Capital Management, LLC | 0.01% | Add +0.1% | 11,962 | $1.2M |
| Jupiter Wealth Management LLC | 0.46% | No change | 11,000 | $1.2M |
| Roan Capital Partners | 1.06% | — | 11,829 | $1.2M |
| Penobscot Wealth Management | 0.34% | New | 11,808 | $1.1M |
| Nordwand Advisors, LLC | 0.20% | Add +2.8% | 11,795 | $1.1M |
| Seneca Financial Advisors LLC | 0.34% | Reduce -2.1% | 11,793 | $1.1M |
| Pps&v Asset Management Consultants, Inc. | 0.70% | Add +0.5% | 11,766 | $1.1M |
| Segall Bryant & Hamill, LLC | 0.02% | Reduce -27.0% | 11,747 | $1.1M |
| Heritage Trust Co | 0.11% | No change | 11,732 | $1.1M |
| Lyell Wealth Management, LP | 0.08% | Reduce -7.1% | 11,712 | $1.1M |
| New South Capital Management Inc. | 0.05% | Reduce -54.9% | 11,630 | $1.1M |
| TPG Financial Advisors, LLC | 0.37% | Add +1.2% | 11,599 | $1.1M |
| Pine Haven Investment Counsel, Inc | 0.82% | No change | 11,522 | $1.1M |
| CENTRAL TRUST Co | 0.02% | Reduce -1.5% | 11,482 | $1.1M |
| Leslie Global Wealth, LLC | 0.59% | Add +4.4% | 11,427 | $1.1M |
| Cypress Capital Group | 0.12% | No change | 11,407 | $1.1M |
| Elevation Point Wealth Partners, LLC | 0.03% | Add +17.7% | 11,358 | $1.1M |
| Bar Harbor Wealth Management | 0.06% | Add +23.9% | 11,315 | $1.1M |
| Phillip James Consulting Co. | 0.83% | New | 5,146 | $1.1M |
| Brown Brothers Harriman & Co. | 0.01% | Add +0.3% | 11,228 | $1.1M |
| Savvy Advisors, Inc. | 0.03% | Add +1.1% | 11,181 | $1.1M |
| USAdvisors Wealth Management, LLC | 0.36% | Reduce -0.6% | 11,472 | $1.1M |
| Xcelsior Advisor Partners LLC | 0.41% | Add +96.3% | 11,159 | $1.1M |
| Rare Wolf Capital LLC | 0.70% | Add +0.0% | 11,150 | $1.1M |
| Tudor Investment Corporation | 0.01% | New | 11,035 | $1.1M |
| Thoroughbred Financial Services, LLC | 0.06% | Reduce -6.7% | 11,009 | $1.1M |
| Kendall Capital Management | 0.22% | No change | 11,000 | $1.1M |
| Wellspring Financial Advisors, LLC | 0.08% | Add +38.6% | 10,932 | $1.1M |
| Stillwater Capital Advisors, LLC | 0.12% | Reduce -2.5% | 10,872 | $1.1M |
| Columbia Asset Management | 0.20% | No change | 10,872 | $1.1M |
| Western Wealth Management, LLC | 0.04% | Reduce -3.1% | 10,866 | $1.1M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.02% | Add +1.6% | 10,838 | $1.1M |
| Duncker Streett & Co. Inc. | 0.20% | No change | 10,830 | $1.1M |
| Pinney & Scofield, Inc. | 0.56% | Add +1.5% | 10,760 | $1.0M |
| Vestmark Advisory Solutions, Inc. | 0.01% | Add +11.4% | 10,750 | $1.0M |
| Birch Hill Investment Advisors LLC | 0.05% | No change | 10,706 | $1.0M |
| Retirement Planning Group, LLC | 0.03% | Add +27.4% | 10,676 | $1.0M |
| NBT Bank, N.A. | 0.07% | Add +1.6% | 10,670 | $1.0M |
| Operose Advisors LLC | 0.24% | Add +0.1% | 10,564 | $1.0M |
| Ofc Financial Planning, LLC | 1.01% | No change | 10,549 | $1.0M |
| Mill Capital Management, LLC | 0.08% | No change | 10,524 | $1.0M |
| IFP Advisors, Inc | 0.02% | Reduce -5.8% | 10,515 | $1.0M |
| Ritter Daniher Financial Advisory LLC / DE | 0.17% | Reduce -0.5% | 10,441 | $1.0M |
| Sunbelt Securities, Inc. | 0.06% | Reduce -10.6% | 10,430 | $1.0M |
| Center for Wealth Management Advisory | 0.73% | No change | 10,427 | $1.0M |
| Jaffetilchin Investment Partners, LLC | 0.06% | Add +4.9% | 10,407 | $1.0M |
| Benjamin Edwards Inc. | 0.01% | Reduce -5.4% | 10,398 | $1.0M |
| Apella Capital, LLC | 0.01% | Add +71.3% | 9,684 | $1.0M |
| Harbor Investment Advisory, LLC | 0.08% | No change | 10,332 | $1.0M |
| RKL Wealth Management LLC | 0.09% | Reduce -0.3% | 10,328 | $1.0M |
| Neuberger Berman Group LLC | 0.00% | Add +0.5% | 10,320 | $1.0M |
| Perennial Investment Advisors, LLC | 0.08% | Add +0.8% | 10,309 | $1.0M |
| Moors & Cabot, Inc. | 0.04% | Reduce -5.0% | 10,248 | $996K |
| Mason & Associates, LLC | 0.23% | Reduce -0.4% | 10,235 | $995K |
| Narwhal Capital Management | 0.07% | No change | 10,231 | $995K |
| First Financial Bankshares Inc | 0.02% | Add +20.1% | 10,196 | $991K |
| Cedrus Wealth Group LLC | 1.10% | Add +13.8% | 10,178 | $990K |
| Pension & Wealth Management Advisors, Inc. | 0.29% | No change | 10,168 | $989K |
| Advisor Resource Council | 0.39% | No change | 10,112 | $983K |
| Waldron Private Wealth LLC | 0.04% | Reduce -5.1% | 10,058 | $978K |
| Breakwater Capital Group | 0.13% | Reduce -0.4% | 9,950 | $967K |
| Indivisible Partners | 0.09% | Add +30.3% | 9,942 | $967K |
| Leavell Investment Management, Inc. | 0.04% | Add +6.5% | 9,938 | $966K |
| Jackson Hole Capital Partners, LLC | 0.16% | No change | 9,927 | $965K |
| Vontobel Holding Ltd. | 0.00% | No change | 9,925 | $965K |
| Vista Capital Partners, Inc. | 0.10% | Reduce -0.5% | 9,886 | $961K |
| Moneco Advisors, LLC | 0.07% | Reduce -19.5% | 9,818 | $955K |
| American Wealth Advisors, LLC | 0.99% | Add +1.9% | 9,800 | $953K |
| Higgins & Schmidt Wealth Strategies LLC | 0.43% | Add +2.2% | 9,780 | $951K |
| Madison Asset Management, LLC | 0.01% | Reduce -61.9% | 9,754 | $948K |
| North Star Investment Management Corp. | 0.06% | No change | 9,660 | $939K |
| Wedmont Private Capital | 0.03% | Add +0.1% | 9,275 | $939K |
| Selective Wealth Management, Inc. | 0.28% | No change | 9,158 | $938K |
| Guardian Wealth Advisors, LLC / NC | 0.06% | Reduce -1.5% | 9,551 | $929K |
| Asset Advisory Group, Inc. | 0.47% | Add +0.1% | 9,550 | $929K |
| Pinnacle Wealth Management Advisory Group, LLC | 0.06% | Reduce -39.6% | 9,538 | $927K |
| Midland Wealth Advisors, LLC | 0.05% | Reduce -1.3% | 9,501 | $924K |
| Plante Moran Financial Advisors, LLC | 0.06% | No change | 9,496 | $923K |
| Burling Wealth Partners, LLC | 0.15% | Reduce -4.6% | 9,473 | $921K |
| Patten & Patten Inc. | 0.06% | No change | 9,400 | $914K |
| Beacon Financial Advisory LLC | 0.21% | Add +0.1% | 9,396 | $914K |
| Parthenon LLC | 0.10% | No change | 9,323 | $906K |
| Harbor Asset Planning, Inc. | 0.76% | Add +1.0% | 9,269 | $901K |
| Transcend Capital Advisors, LLC | 0.07% | Add +8.0% | 9,265 | $901K |
| Circle Wealth Management, LLC | 0.01% | Add +0.0% | 9,247 | $899K |
| E&G Advisors, LLC | 0.20% | Add +83.1% | 9,153 | $890K |
| GeoWealth Management, LLC | 0.03% | Reduce -0.1% | 9,136 | $888K |
| Buckhead Capital Management LLC | 0.33% | No change | 9,116 | $886K |
| Goldstein Advisors, LLC | 0.10% | No change | 9,112 | $886K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.02% | Add +0.9% | 8,990 | $874K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.05% | Reduce -53.9% | 8,987 | $874K |
| Capital Investment Advisors, LLC | 0.01% | Reduce -10.8% | 8,964 | $872K |
| LGL Partners, LLC | 0.36% | Add +0.3% | 8,954 | $871K |
| Dana Investment Advisors, Inc. | 0.03% | Reduce -3.2% | 8,949 | $870K |
| Center for Financial Planning, Inc. | 0.09% | Reduce -0.9% | 8,943 | $870K |
| Baron Wealth Management LLC | 0.26% | Reduce -1.2% | 8,942 | $869K |
| Paces Ferry Wealth Advisors, LLC | 0.36% | Add +0.1% | 8,922 | $868K |
| CWA Asset Management Group, LLC | 0.03% | Add +32.3% | 8,914 | $867K |
| Insigneo Advisory Services, LLC | 0.06% | Reduce -6.5% | 8,906 | $866K |
| Modern Wealth Management, LLC | 0.01% | Reduce -3.0% | 8,804 | $862K |
| Heritage Wealth Advisors | 0.03% | Reduce -60.4% | 8,801 | $856K |
| Lee Danner & Bass Inc. | 0.05% | No change | 8,766 | $852K |
| Midwest Financial Group LLC | 0.36% | Add +15.7% | 8,765 | $852K |
| Brown, Lisle/Cummings, Inc. | 0.21% | No change | 8,700 | $846K |
| American National Bank & Trust | 0.08% | No change | 8,617 | $838K |
| CreativeOne Wealth, LLC | 0.02% | Reduce -37.1% | 8,576 | $834K |
| Precision Wealth Strategies, LLC | 0.28% | No change | 8,533 | $830K |
| Spirepoint Private Client, LLC | 0.08% | No change | 8,516 | $828K |
| Certified Advisory Corp | 0.07% | Reduce -1.6% | 8,496 | $826K |
| Gateway Wealth Partners, LLC | 0.03% | New | 8,404 | $817K |
| Glassman Wealth Services | 0.11% | No change | 8,397 | $816K |
| Rehmann Capital Advisory Group | 0.04% | Reduce -66.0% | 8,388 | $816K |
| Baldwin Investment Management, LLC | 0.10% | No change | 8,363 | $813K |
| Central Bank & Trust Co. | 0.13% | Add +7.5% | 8,356 | $812K |
| S&co Inc. | 0.05% | No change | 8,344 | $811K |
| Ironwood Financial, llc | 0.14% | No change | 8,338 | $811K |
| Foundations Investment Advisors, LLC | 0.01% | Reduce -4.8% | 8,322 | $809K |
| Kanawha Capital Management LLC | 0.06% | Reduce -5.7% | 8,306 | $808K |
| Pacific Financial Group Inc. | 0.44% | Reduce -3.5% | 8,304 | $807K |
| Fulton Breakefield Broenniman LLC | 0.05% | Reduce -7.3% | 8,297 | $807K |
| MidAtlantic Capital Management, Inc. | 0.56% | Reduce -5.1% | 8,296 | $807K |
| Fiduciary Alliance LLC | 0.05% | Add +2.2% | 7,859 | $804K |
| Tranquility Partners, LLC | 0.30% | Add +14.3% | 8,266 | $804K |
| BIP Wealth, LLC | 0.03% | Reduce -0.5% | 8,257 | $803K |
| Beaumont Financial Advisors, LLC | 0.05% | No change | 8,166 | $794K |
| Empower Advisory Group, LLC | 0.00% | Reduce -8.8% | 8,141 | $792K |
| Innovative Wealth Building LLC | 0.55% | Add +6.4% | 8,099 | $787K |
| New England Professional Planning Group Inc. | 0.33% | Reduce -0.6% | 8,052 | $783K |
| Moody LYNN Lieberson & Walker, LLC | 0.04% | No change | 8,036 | $781K |
| Brasada Capital Management, LP | 0.14% | Reduce -0.5% | 7,910 | $781K |
| Summit Investment Advisory Services, LLC | 0.29% | Add +0.0% | 8,022 | $780K |
| Curio Wealth, LLC | 0.27% | Reduce -3.5% | 8,008 | $779K |
| Essex Bank | 0.17% | Reduce -1.7% | 8,007 | $779K |
| Fermata Advisors, LLC | 0.17% | Reduce -0.1% | 7,987 | $777K |
| Obermeyer Wealth Partners | 0.04% | No change | 7,963 | $774K |
| Next Level Private LLC | 0.17% | Add +2.7% | 7,955 | $773K |
| Smith Salley Wealth Management | 0.04% | Reduce -1.4% | 7,950 | $773K |
| Angeles Wealth Management, LLC | 0.04% | No change | 7,941 | $772K |
| Polaris Investment Advisors, LLC | 0.56% | No change | 7,932 | $771K |
| Capital Analysts, LLC | 0.02% | Add +19.0% | 7,929 | $771K |
| Princeton Global Asset Management LLC | 0.13% | Reduce -4.9% | 7,912 | $769K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.02% | Add +0.3% | 7,908 | $769K |
| Shepherd Financial Partners LLC | 0.07% | Reduce -0.3% | 7,855 | $764K |
| Mission Wealth Management, LP | 0.02% | Reduce -1.4% | 7,840 | $762K |
| GWN Securities Inc. | 0.15% | Reduce -3.5% | 7,837 | $762K |
| Patriot Financial Group Insurance Agency, LLC | 0.04% | Add +104.3% | 7,824 | $761K |
| Flagstone Financial Management | 0.19% | No change | 7,823 | $761K |
| Wealthquest Corp | 0.05% | Reduce -1.2% | 7,799 | $758K |
| Old Second National Bank of Aurora | 0.16% | No change | 7,780 | $756K |
| McMillan Office, Inc. | 0.10% | No change | 7,736 | $752K |
| CVFG LLC | 0.09% | Add +23.8% | 7,714 | $750K |
| Focused Alpha, LLC | 0.23% | Add +0.1% | 7,713 | $750K |
| International Assets Investment Management, LLC | 0.05% | Reduce -16.2% | 7,659 | $750K |
| AlphaCore Capital LLC | 0.02% | Reduce -5.3% | 7,675 | $746K |
| Diversified Enterprises, LLC | 0.04% | Add +12.5% | 7,633 | $742K |
| Larson Financial Group LLC | 0.02% | Add +0.2% | 7,617 | $741K |
| Brookstone Capital Management | 0.01% | Add +11.7% | 7,608 | $740K |
| JNBA Financial Advisors | 0.06% | Reduce -0.1% | 7,594 | $738K |
| First American Trust, FSB | 0.05% | Add +17.9% | 7,589 | $738K |
| Bragg Financial Advisors, Inc | 0.02% | Reduce -0.1% | 7,549 | $734K |
| Caldwell Trust Co | 0.07% | No change | 7,531 | $732K |
| Invenio Wealth Partners LLC | 0.29% | No change | 7,529 | $732K |
| Bensler, LLC | 0.08% | Reduce -3.8% | 7,496 | $729K |
| BlueSky Wealth Advisors, LLC | 0.09% | No change | 7,481 | $727K |
| Diversified Management Inc. | 0.12% | No change | 7,463 | $726K |
| Kingswood Wealth Advisors, LLC | 0.03% | Add +5.4% | 7,460 | $725K |
| Vise Technologies, Inc. | 0.01% | No change | 7,476 | $720K |
| Montis Financial, LLC | 0.15% | Reduce -6.8% | 7,394 | $719K |
| Brady Family Wealth, LLC | 0.22% | Reduce -0.1% | 7,390 | $719K |
| First Bancorp, Inc | 0.36% | Add +10.3% | 7,386 | $718K |
| Viawealth, LLC | 0.40% | No change | 7,352 | $715K |
| UNIVEST FINANCIAL Corp | 0.04% | Reduce -28.2% | 7,332 | $713K |
| Endeavor Private Wealth, Inc. | 0.20% | Reduce -0.2% | 7,298 | $710K |
| Kelman-Lazarov, Inc. | 0.10% | Reduce -21.4% | 7,283 | $708K |
| ICW Investment Advisors LLC | 0.26% | No change | 7,275 | $707K |
| FourThought Financial Partners, LLC | 0.06% | No change | 7,259 | $706K |
| AmeriServ Wealth Advisors | 0.45% | Reduce -12.3% | 7,239 | $704K |
| Greenhouse Wealth Management, LLC | 0.43% | Add +0.3% | 7,209 | $701K |
| Fiducient Advisors LLC | 0.09% | Add +1.1% | 7,203 | $700K |
| Thompson Siegel & Walmsley LLC | 0.01% | No change | 7,167 | $697K |
| Sterling Investment Counsel, LLC | 0.20% | New | 7,160 | $696K |
| Hunter Associates Investment Management LLC | 0.09% | Add +0.0% | 7,146 | $695K |
| Bear Mountain Capital, Inc. | 0.21% | Reduce -1.8% | 6,635 | $694K |
| Stratos Investment Management, LLC | 0.03% | Add +0.1% | 7,106 | $691K |
| Summitpoint Capital Management | 0.87% | — | 7,134 | $687K |
| BOK Financial Private Wealth, Inc. | 0.04% | No change | 7,051 | $686K |
| Cranbrook Wealth Management, LLC | 0.14% | No change | 7,020 | $683K |
| Ballew Advisors, Inc | 0.38% | Add +0.8% | 6,739 | $682K |
| Freestone Capital Holdings, LLC | 0.02% | Add +0.0% | 6,951 | $676K |
| Ashton Thomas Securities, LLC | 0.08% | New | 6,942 | $675K |
| BLB&B Advisors, LLC | 0.03% | Add +1.9% | 6,938 | $675K |
| Anson Capital, Inc. | 0.46% | No change | 6,933 | $674K |
| Cassia Capital Partners, LLC | 0.35% | Add +5.1% | 6,915 | $672K |
| Smithfield Trust Co | 0.03% | No change | 6,940 | $671K |
| Walled Lake Planning & Wealth Management, LLC | 0.20% | Reduce -11.0% | 6,896 | $671K |
| Destiny Wealth Partners, LLC | 0.07% | No change | 6,893 | $670K |
| Atria Investments, Inc | 0.01% | Reduce -80.0% | 6,891 | $670K |
| Richardson Financial Services Inc. | 0.42% | Add +14.2% | 6,890 | $670K |
| Brand Asset Management Group, Inc. | 0.17% | No change | 6,837 | $665K |
| Uptick Partners, LLC | 0.13% | Reduce -3.7% | 6,837 | $665K |
| First Commonwealth Financial Corp | 0.11% | Reduce -15.4% | 6,826 | $664K |
| Investment Advisory Group, LLC | 0.17% | Reduce -13.2% | 6,793 | $661K |
| First PREMIER Bank | 0.15% | No change | 6,783 | $659K |
| Moss Adams Wealth Advisors LLC | 0.05% | Reduce -0.8% | 6,729 | $654K |
| Carnegie Investment Counsel | 0.01% | No change | 6,701 | $652K |
| Advisory Resource Group | 0.11% | Reduce -0.9% | 6,653 | $647K |
| Piedmont Capital Management, LLC | 0.43% | Add +175.8% | 6,648 | $646K |
| Triad Wealth Partners, LLC | 0.05% | Reduce -16.5% | 6,628 | $644K |
| SilverOak Wealth Management LLC | 0.10% | No change | 6,610 | $643K |
| Bearing Point Capital, LLC | 0.10% | No change | 6,602 | $642K |
| Osborne Partners Capital Management, LLC | 0.03% | No change | 6,600 | $642K |
| Vickerman Investment Advisors, Inc. | 0.13% | Add +12.4% | 6,534 | $635K |
| Centaurus Financial, Inc. | 0.03% | Reduce -1.3% | 6,516 | $634K |
| Cordatus Wealth Management LLC | 0.15% | No change | 6,515 | $633K |
| McNaughton Wealth Management, LLC | 0.26% | No change | 6,500 | $632K |
| Balefire, LLC | 0.12% | Add +24.5% | 6,479 | $630K |
| Curated Wealth Partners LLC | 0.08% | No change | 6,459 | $628K |
| Florida Trust Wealth Management Co | 0.02% | No change | 6,451 | $627K |
| Segment Wealth Management, LLC | 0.04% | No change | 6,449 | $627K |
| Associated Banc-Corp | 0.02% | Add +50.4% | 6,398 | $622K |
| Postrock Partners LLC | 0.29% | No change | 6,376 | $620K |
| Relyea Zuckerberg Hanson LLC | 0.06% | Add +0.1% | 6,374 | $620K |
| First Nebraska Trust Co | 0.06% | Add +3.9% | 6,285 | $611K |
| Axis Wealth Partners, LLC | 0.32% | Add +1.8% | 6,282 | $611K |
| Bangor Savings Bank | 0.05% | No change | 6,270 | $610K |
| Quotient Wealth Partners, LLC | 0.02% | New | 6,268 | $609K |
| Great Lakes Advisors, LLC | 0.01% | Reduce -55.9% | 6,266 | $609K |
| Facet Wealth, Inc. | 0.01% | Reduce -6.5% | 6,234 | $606K |
| CoreCap Advisors, LLC | 0.02% | Reduce -1.5% | 6,206 | $603K |
| Alesco Advisors, LLC, An ESL Co | 0.02% | No change | 6,200 | $603K |
| Valley Forge Investment Consultants Inc. Adv | 0.18% | No change | 6,191 | $602K |
| Wise Wealth Partners | 0.81% | No change | 6,170 | $600K |
| Trust Co of the South | 0.10% | No change | 6,145 | $597K |
| Reston Wealth Management LLC | 0.18% | Reduce -2.9% | 6,135 | $596K |
| PKS Advisory Services, LLC | 0.14% | Add +7.5% | 6,108 | $594K |
| Forum Financial Management, LP | 0.01% | No change | 6,096 | $593K |
| Rockland Trust Co. | 0.02% | Add +69.7% | 6,085 | $592K |
| Cyndeo Wealth Partners, LLC | 0.03% | Reduce -38.6% | 6,055 | $589K |
| Sfam, LLC | 0.54% | Reduce -1.4% | 6,040 | $587K |
| AAF Wealth Management, LLC | 0.24% | Reduce -0.1% | 6,027 | $586K |
| Fairfield, Bush & Co. | 0.32% | No change | 5,990 | $582K |
| Lawood & Co. | 0.54% | Reduce -2.6% | 5,965 | $580K |
| Richardson Capital Management LLC | 0.28% | No change | 5,960 | $579K |
| Edgemoor Investment Advisors, Inc. | 0.05% | No change | 5,960 | $579K |
| IMC-Chicago, LLC | 0.01% | New | 5,960 | $579K |
| Allen Mooney & Barnes Investment Advisors LLC | 0.08% | Reduce -4.6% | 5,920 | $576K |
| Keel Point, LLC | 0.04% | Add +5.9% | 5,913 | $575K |
| First Financial Corp. | 0.23% | No change | 5,891 | $573K |
| Pinnacle Bancorp, Inc. | 0.17% | Reduce -0.5% | 5,879 | $572K |
| Nwam LLC | 0.03% | Reduce -42.4% | 5,854 | $569K |
| Betterment LLC | 0.00% | Reduce -5.0% | 5,793 | $563K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +9.4% | 5,745 | $559K |
| 49 Wealth Management, LLC | 0.04% | Add +19.6% | 5,730 | $557K |
| Hollencrest Capital Management | 0.02% | Reduce -8.0% | 5,727 | $557K |
| Cedarwood Wealth LLC | 0.56% | No change | 5,707 | $555K |
| Sfmg, LLC | 0.04% | Add +1.2% | 5,707 | $555K |
| Palisade Asset Management, LLC | 0.06% | Add +0.0% | 5,702 | $554K |
| Allegheny Financial Group | 0.07% | Add +27.4% | 5,701 | $554K |
| Dynamic Advisor Solutions LLC | 0.02% | Add +10.4% | 5,672 | $552K |
| Union Savings Bank | 0.24% | No change | 5,647 | $549K |
| Harbour Capital Advisors, LLC | 0.10% | No change | 5,260 | $546K |
| Macroview Investment Management LLC | 0.38% | Reduce -0.1% | 5,597 | $544K |
| Intrua Financial, LLC | 0.06% | Reduce -10.7% | 5,589 | $543K |
| Alpha Financial Partners LLC | 0.32% | Reduce -3.4% | 5,578 | $542K |
| Westmount Partners, LLC | 0.13% | Reduce -2.3% | 5,573 | $542K |
| Ballast Financial Advisors LLC | 0.55% | Add +11.0% | 5,563 | $541K |
| Vann Equity Management LLC | 0.38% | — | 5,550 | $540K |
| Equitable Trust Co. | 0.02% | No change | 5,532 | $538K |
| Foster Dykema Cabot & Partners, LLC | 0.03% | Reduce -13.3% | 5,509 | $536K |
| TFC Financial Management, Inc. | 0.07% | Reduce -2.0% | 5,495 | $534K |
| Salomon & Ludwin, LLC | 0.05% | No change | 5,425 | $533K |
| Fourpath Capital Management, LLC | 0.08% | No change | 5,465 | $531K |
| Caldwell Sutter Capital, Inc. | 0.22% | No change | 5,464 | $531K |
| Tsfg, LLC | 0.08% | No change | 5,448 | $530K |
| Werba Rubin Papier Wealth Management | 0.07% | Add +0.0% | 5,445 | $529K |
| My Personal CFO, LLC | 0.23% | Reduce -5.5% | 5,409 | $526K |
| Torrey Growth & Income Advisors | 0.22% | Add +0.1% | 5,458 | $524K |
| Nilsine Partners, LLC | 0.04% | Reduce -4.4% | 5,040 | $523K |
| First National Bank & Trust Co. of Newtown | 0.11% | No change | 5,344 | $520K |
| Arbor Wealth Advisors LLC | 0.36% | No change | 5,337 | $519K |
| Lake Street Private Wealth, LLC | 0.07% | Add +9.9% | 5,328 | $518K |
| Stevens Capital Partners | 0.12% | Add +0.3% | 5,319 | $517K |
| First Trust Advisors LP | 0.00% | Add +0.3% | 5,318 | $517K |
| Encompass Wealth Advisors, LLC | 0.18% | No change | 5,309 | $516K |
| Everhart Financial Group, Inc. | 0.04% | Add +4.7% | 5,306 | $516K |
| United Community Bank | 0.17% | No change | 5,303 | $516K |
| Ducere Wealth Management LLC | 0.20% | Reduce -4.6% | 5,298 | $515K |
| Hudson Value Partners, LLC | 0.15% | No change | 5,280 | $513K |
| Fiduciary Advisors, Inc. | 0.39% | Reduce -0.6% | 5,274 | $513K |
| Mach-1 Financial Group, LLC | 0.18% | Add +5.8% | 5,268 | $512K |
| GW&K Investment Management, LLC | 0.00% | Reduce -2.8% | 5,233 | $509K |
| Colonial Trust Advisors | 0.04% | No change | 5,231 | $509K |
| TMB Capital Partners, LLC | 0.17% | No change | 5,217 | $507K |
| Jamison Private Wealth Management, Inc. | 0.06% | No change | 5,206 | $506K |
| Rhumbline Advisers | 0.00% | Reduce -84.7% | 5,201 | $506K |
| Altus Wealth Group LLC | 0.21% | Reduce -1.4% | 5,171 | $503K |
| Crestwood Advisors Group, LLC | 0.01% | Reduce -13.5% | 5,154 | $501K |
| TCI Wealth Advisors, Inc. | 0.03% | Reduce -2.3% | 5,153 | $501K |
| Foster Victor Wealth Advisors, LLC | 0.03% | New | 4,887 | $501K |
| Invst, LLC | 0.06% | Add +47.4% | 5,135 | $499K |
| DBK Financial Counsel, LLC | 0.38% | No change | 5,105 | $496K |
| William Mack & Associates, Inc. | 0.28% | Add +0.3% | 5,096 | $495K |
| Arthur M. Cohen & Associates, LLC | 0.09% | Add +0.1% | 5,052 | $495K |
| LMCG Investments, LLC | 0.03% | Reduce -0.9% | 5,082 | $494K |
| New Hampshire Trust | 0.10% | No change | 5,069 | $493K |
| BCS Private Wealth Management, Inc. | 0.15% | No change | 5,050 | $491K |
| Wealth Dimensions Group, Ltd. | 0.10% | Reduce -22.6% | 5,044 | $490K |
| Park National Corp. | 0.01% | No change | 5,044 | $490K |
| Weil Company, Inc. | 0.11% | No change | 5,036 | $490K |
| Forum Private Client Group LLC | 0.16% | Reduce -9.9% | 5,030 | $489K |
| Canandaigua National Trust Co of Florida | 0.39% | No change | 5,026 | $489K |
| Register Financial Advisors LLC | 0.18% | Add +4.3% | 4,996 | $486K |
| KFA Private Wealth Group, LLC | 0.12% | Reduce -0.6% | 4,992 | $485K |
| Valued Retirements, Inc. | 0.47% | No change | 4,990 | $485K |
| Exencial Wealth Advisors, LLC | 0.02% | Add +0.0% | 4,990 | $485K |
| Joel Isaacson & Co., LLC | 0.02% | No change | 4,971 | $483K |
| MRP Capital Investments, LLC | 0.42% | Add +14.4% | 4,971 | $483K |
| Sonoma Allocations LLC | 0.17% | No change | 4,899 | $483K |
| Beck Bode, LLC | 0.08% | Add +0.3% | 4,964 | $483K |
| QRG Capital Management, Inc. | 0.01% | Reduce -39.3% | 4,963 | $483K |
| Castle Wealth Management LLC | 0.16% | No change | 4,960 | $482K |
| Breachway Investments LLC | 0.46% | Add +4.9% | 4,895 | $479K |
| HighPoint Advisor Group LLC | 0.02% | Reduce -3.5% | 4,922 | $479K |
| Nolet Wealth Management, LLC | 0.27% | Reduce -5.3% | 4,910 | $477K |
| Signature Estate & Investment Advisors LLC | 0.01% | Reduce -2.1% | 4,874 | $474K |
| Jordan Park Group LLC | 0.03% | Reduce -64.6% | 4,868 | $473K |
| Windsor Capital Management, LLC | 0.14% | Add +0.9% | 4,867 | $473K |
| Flagship Private Wealth, LLC | 0.19% | Add +4.3% | 4,858 | $472K |
| Jefferies Financial Group Inc. | 0.01% | Add +2.5% | 4,857 | $472K |
| AdvisorNet Financial, Inc | 0.02% | Add +5.5% | 4,856 | $472K |
| M1 Capital Management LLC | 0.22% | No change | 4,828 | $469K |
| Colonial Trust Co / SC | 0.06% | No change | 4,825 | $469K |
| Clal Insurance Enterprises Holdings Ltd | 0.00% | No change | 4,804 | $467K |
| L.K. Benson & Company, P.C. | 0.15% | No change | 4,785 | $465K |
| SHP Wealth Management | 0.04% | Reduce -21.2% | 4,765 | $463K |
| Flagship Harbor Advisors, LLC | 0.02% | Reduce -9.0% | 4,749 | $462K |
| InvesTrust | 0.19% | No change | 4,743 | $461K |
| Golden State Wealth Management, LLC | 0.05% | Reduce -1.8% | 4,723 | $459K |
| Resurgent Financial Advisors LLC | 0.17% | Add +1.0% | 4,722 | $459K |
| Holistic Financial Partners | 0.17% | No change | 4,712 | $458K |
| Stonebrook Private Inc. | 0.10% | No change | 4,712 | $458K |
| Farmers & Merchants Trust Co of Chambersburg PA | 0.12% | No change | 4,696 | $457K |
| Kirkwood Financial Services | 0.16% | Add +0.3% | 4,688 | $456K |
| Praetorian Wealth Management, Inc. | 0.09% | No change | 4,500 | $456K |
| Veracity Capital LLC | 0.16% | Reduce -29.4% | 4,663 | $453K |
| Broadview Financial Management, LLC | 0.31% | Add +0.3% | 4,660 | $453K |
| Evolve Private Wealth, LLC | 0.02% | Add +21.3% | 4,615 | $449K |
| Landmark Wealth Management, LLC | 0.12% | Add +17.9% | 4,595 | $447K |
| Parcion Private Wealth LLC | 0.03% | No change | 4,576 | $445K |
| TrustBank | 0.17% | Reduce -0.5% | 4,575 | $445K |
| Mgo One Seven LLC | 0.01% | Reduce -4.2% | 4,574 | $445K |
| Christensen, King & Associates Investment Services, Inc. | 0.19% | Reduce -7.5% | 4,573 | $445K |
| Lynx Investment Advisory | 0.21% | Add +0.0% | 4,566 | $444K |
| Allstate Corp. | 0.00% | Add +44.4% | 4,550 | $442K |
| Bull Harbor Capital LLC | 0.12% | — | 4,542 | $442K |
| Plancorp, LLC | 0.01% | No change | 4,386 | $441K |
| King Wealth Management Group | 0.05% | No change | 4,520 | $439K |
| Fortis Capital Advisors, LLC | 0.06% | No change | 4,505 | $438K |
| Trust Co | 0.04% | Reduce -10.3% | 4,482 | $436K |
| Sax Wealth Advisors, LLC | 0.02% | No change | 4,524 | $435K |
| Hohimer Wealth Management, LLC | 0.05% | No change | 4,450 | $433K |
| Victory Financial Group, LLC | 0.05% | Reduce -5.1% | 4,446 | $432K |
| Bridgewater Advisors Inc. | 0.03% | No change | 4,121 | $432K |
| BankPlus Trust Department | 0.12% | No change | 4,437 | $431K |
| Cibc World Market Inc. | 0.00% | Add +65.9% | 4,432 | $431K |
| James J. Burns & Company, LLC | 0.06% | Add +0.1% | 4,423 | $430K |
| Bouchey Financial Group, Ltd. | 0.03% | Reduce -0.1% | 4,249 | $430K |
| Vanguard Personalized Indexing Management, LLC | 0.00% | Reduce -58.7% | 4,419 | $430K |
| Guardian Asset Advisors, LLC | 0.25% | Reduce -1.0% | 4,404 | $428K |
| Invera Wealth Advisors, LLC | 0.27% | No change | 4,398 | $428K |
| HMS Capital Management, LLC | 0.17% | No change | 4,393 | $427K |
| National Bank of Canada | 0.00% | No change | 4,388 | $427K |
| MWA Asset Management | 0.23% | Reduce -3.5% | 4,376 | $425K |
| Advisory Alpha, LLC | 0.01% | Reduce -0.4% | 4,356 | $424K |
| Old Peak Finance LLC | 0.25% | No change | 4,352 | $423K |
| Blodgett Wealth Advisors, LLC | 0.34% | No change | 4,350 | $423K |
| Tred Avon Family Wealth, LLC | 0.14% | No change | 4,335 | $421K |
| Synergy Financial Group, LTD | 0.32% | New | 4,331 | $421K |
| Truepoint, Inc. | 0.01% | No change | 4,313 | $419K |
| Mason Investment Advisory Services, Inc. | 0.02% | Add +0.0% | 4,288 | $417K |
| WealthShield Partners, LLC | 0.05% | Reduce -55.7% | 4,279 | $416K |
| Protective Life Corp. | 1.38% | New | 4,275 | $416K |
| Baker Avenue Asset Management, LP | 0.01% | Add +3.1% | 4,267 | $415K |
| Meramec Financial Planners, LLC | 0.16% | Reduce -24.5% | 3,948 | $413K |
| MTM Investment Management, LLC | 0.13% | Add +0.0% | 4,230 | $411K |
| BlueChip Wealth Advisors LLC | 0.18% | No change | 4,218 | $410K |
| Northeast Investment Management | 0.02% | No change | 4,209 | $409K |
| Wealthspire Retirement, LLC | 0.02% | Reduce -2.9% | 4,208 | $409K |
| TBH Global Asset Management, LLC | 0.08% | New | 4,199 | $408K |
| Whitener Capital Management, Inc. | 0.09% | New | 4,172 | $406K |
| Sentinel Trust Co. Lba | 0.04% | No change | 4,165 | $405K |
| Kavar Capital Partners Group, LLC | 0.05% | No change | 4,158 | $404K |
| Magnus Financial Group LLC | 0.03% | Add +0.2% | 4,134 | $402K |
| Ironwood Wealth Management, LLC. | 0.11% | No change | 4,114 | $400K |
| Huntington National Bank | 0.00% | New | 4,114 | $400K |
| Arrow Financial Corp | 0.04% | No change | 4,076 | $396K |
| Lutz Financial Services LLC | 0.03% | No change | 4,065 | $395K |
| Steelhead Wealth Management LLC | 0.20% | — | 4,032 | $392K |
| Phoenix Wealth Advisors | 0.15% | Add +0.7% | 4,028 | $392K |
| Redhawk Wealth Advisors, Inc. | 0.04% | Add +0.2% | 4,002 | $389K |
| John A. Wolfe & Associates, Inc. | 0.60% | No change | 4,000 | $389K |
| Gilpin Wealth Management, LLC | 0.31% | No change | 4,000 | $389K |
| Regency Capital Management Inc.\DE | 0.17% | No change | 4,000 | $389K |
| REDW Wealth LLC | 0.16% | No change | 4,000 | $389K |
| Bell Bank | 0.02% | Reduce -13.7% | 3,991 | $388K |
| Capital City Trust Co. | 0.09% | Reduce -5.8% | 3,971 | $386K |
| Tobias Financial Advisors, Inc. | 0.05% | Add +1.3% | 3,966 | $386K |
| SMI Advisory Services, LLC | 0.06% | Reduce -24.4% | 3,899 | $385K |
| Fisher Asset Management | 0.00% | Add +5.1% | 3,916 | $381K |
| Cordgrass Capital Advisors, LLC | 0.09% | No change | 3,907 | $380K |
| First National Advisers, LLC | 0.06% | No change | 3,900 | $379K |
| Guidance Point Advisors, LLC | 0.09% | Add +0.0% | 3,893 | $379K |
| McClarren Financial Advisors, Inc. | 0.22% | Reduce -0.7% | 3,890 | $378K |
| Ade, LLC | 0.18% | Reduce -3.6% | 3,887 | $378K |
| Tanager Wealth Management LLP | 0.04% | No change | 3,884 | $378K |
| Legacy Financial Advisors, Inc. | 0.05% | No change | 3,883 | $378K |
| Commerce Advisors, LLC | 0.32% | — | 3,870 | $376K |
| United Advisor Group, LLC | 0.05% | New | 3,868 | $376K |
| Valley National Advisers Inc. | 0.05% | No change | 3,876 | $376K |
| Colorado Capital Management, Inc. | 0.14% | No change | 3,858 | $375K |
| Affinity Capital Advisors, LLC | 0.05% | Reduce -0.1% | 3,853 | $375K |
| PACK Private Wealth, LLC | 0.17% | No change | 3,822 | $372K |
| Steinberganna Wealth Management | 0.18% | Add +0.2% | 3,809 | $370K |
| Old Mission Investment Co LLC | 0.09% | Reduce -7.3% | 3,801 | $370K |
| Herold Advisors, Inc. | 0.08% | Reduce -24.0% | 3,800 | $369K |
| V2 Financial group LLC | 0.17% | No change | 3,800 | $369K |
| OneAscent Financial Services LLC | 0.02% | Add +38.1% | 3,799 | $369K |
| Antonelli Financial Advisors, LLC | 0.26% | Reduce -4.6% | 3,800 | $369K |
| Madson Wealth Advisors Inc | 0.31% | — | 3,787 | $368K |
| Evermay Wealth Management LLC | 0.04% | No change | 3,784 | $368K |
| CPA Asset Management Group, LLC | 0.12% | No change | 3,779 | $367K |
| CRA Financial Services, LLC | 0.05% | No change | 3,778 | $367K |
| Stelac Advisory Services LLC | 0.07% | New | 3,750 | $365K |
| Atlantic Edge Private Wealth Management, LLC | 0.09% | No change | 3,747 | $364K |
| Charles Schwab Trust Co | 0.02% | Reduce -2.1% | 3,745 | $364K |
| Rockwood Wealth Management, LLC | 0.03% | No change | 3,743 | $364K |
| Mitchell McLeod Pugh & Williams Inc. | 0.05% | No change | 3,722 | $362K |
| Goldenstone Wealth Management LLC | 0.26% | No change | 3,714 | $361K |
| HM Payson & Co. | 0.01% | No change | 3,714 | $361K |
| Waterfront Wealth Inc. | 0.07% | Reduce -4.5% | 3,711 | $361K |
| Invesco Ltd. | 0.00% | New | 3,704 | $360K |
| Granite Islands Private Wealth, LLC | 0.33% | Reduce -2.1% | 3,696 | $359K |
| Resources Management Corp. /CT/ | 0.05% | No change | 3,652 | $355K |
| LBMC Investment Advisors, LLC | 0.02% | No change | 3,649 | $355K |
| PGIM Custom Harvest LLC | 0.01% | Add +28.2% | 3,637 | $354K |
| Main Street Financial Solutions, LLC | 0.03% | Add +1.6% | 3,619 | $352K |
| Duncan Williams Asset Management, LLC | 0.10% | Reduce -7.7% | 3,619 | $352K |
| Townsend Asset Management Corp. /NC/ | 0.13% | Add +0.0% | 3,618 | $352K |
| Kiley Juergens Wealth Management, LLC | 0.06% | New | 3,606 | $351K |
| American Financial & Tax Strategies Inc. | 0.17% | No change | 3,602 | $350K |
| Curtis Wealth Management LLC | 0.33% | No change | 3,597 | $350K |
| Poehling Capital Management, INC. | 0.07% | Reduce -4.3% | 3,588 | $349K |
| 71 West Capital Partners | 0.02% | New | 3,580 | $348K |
| Crewe Advisors LLC | 0.03% | No change | 3,549 | $345K |
| Blue Zone Wealth Advisors, LLC | 0.07% | Reduce -13.6% | 3,541 | $344K |
| Topel & Distasi Wealth Management, LLC | 0.18% | Reduce -0.4% | 3,532 | $343K |
| Bruce G. Allen Investments, LLC | 0.22% | Add +0.3% | 3,531 | $343K |
| Spinnaker Trust | 0.02% | No change | 3,524 | $343K |
| Bernardo Wealth Planning LLC | 0.07% | No change | 3,519 | $342K |
| Y-Intercept (Hong Kong) Ltd | 0.01% | New | 3,515 | $342K |
| Sandy Cove Advisors, LLC | 0.10% | Add +0.1% | 3,510 | $341K |
| Integrity Wealth Partners, LLC | 0.31% | — | 3,500 | $340K |
| Vanguard Advisers Inc. | 0.00% | — | 3,493 | $340K |
| Towerpoint Wealth, LLC | 0.14% | Add +2.8% | 3,474 | $338K |
| Madden Advisory Services, Inc. | 0.13% | Reduce -5.8% | 3,456 | $336K |
| GM Advisory Group, LLC | 0.01% | Reduce -76.0% | 3,437 | $334K |
| Burney Co./ | 0.01% | Reduce -21.5% | 3,426 | $333K |
| JGP Wealth Management, LLC | 0.03% | Reduce -27.9% | 3,415 | $332K |
| Diversified Portfolios, Inc. | 0.03% | Add +13.3% | 3,408 | $331K |
| Winthrop Capital Management, LLC | 0.09% | Reduce -1.2% | 3,400 | $331K |
| Acima Private Wealth, LLC | 0.10% | No change | 3,404 | $331K |
| United Bank | 0.04% | Reduce -4.4% | 3,380 | $329K |
| Wedgewood Investors Inc. | 0.38% | No change | 3,370 | $328K |
| Enclave Advisors LLC | 0.05% | Add +0.1% | 3,363 | $327K |
| Revolve Wealth Partners, LLC | 0.04% | No change | 3,360 | $327K |
| Biltmore Family Office, LLC | 0.05% | No change | 3,347 | $325K |
| Kure Advisory, LLC | 0.18% | No change | 3,335 | $324K |
| Wedbush Securities Inc. | 0.01% | Reduce -1.9% | 3,329 | $324K |
| Objectivity Squared, LLC | 0.20% | Add +0.3% | 3,326 | $323K |
| Howland Capital Management LLC | 0.01% | No change | 3,316 | $322K |
| Summit Wealth Group LLC / Co. | 0.03% | New | 3,313 | $322K |
| Arcadia Wealth Management, LLC | 0.12% | Add +50.3% | 3,302 | $321K |
| Guyasuta Investment Advisors Inc. | 0.02% | No change | 3,300 | $321K |
| Sage Financial Management Group, Inc. | 0.10% | No change | 3,293 | $320K |
| Alpine Bank Wealth Management | 0.05% | No change | 3,285 | $319K |
| Legacy Wealth Management, LLC / MS | 0.09% | Add +0.1% | 3,281 | $319K |
| Journey Beyond Wealth, LLC | 0.27% | Reduce -4.9% | 3,278 | $319K |
| Meridian Investment Counsel Inc. | 0.08% | No change | 3,275 | $318K |
| Strategic Financial Concepts, LLC | 0.08% | New | 3,267 | $318K |
| ARS Wealth Advisors Group, LLC | 0.03% | Add +0.0% | 3,262 | $317K |
| GHP Investment Advisors, Inc. | 0.01% | Add +0.9% | 3,259 | $317K |
| Beacon Capital Management, LLC | 0.06% | Add +17.5% | 3,249 | $316K |
| Great Oak Capital Partners, LLC | 0.07% | Add +0.3% | 3,098 | $314K |
| Detalus Advisors, LLC | 0.07% | Add +0.0% | 3,221 | $313K |
| Godfrey Financial Associates, Inc. | 0.27% | No change | 3,208 | $312K |
| Founders Financial Alliance, LLC | 0.06% | Add +29.2% | 3,202 | $311K |
| Vaughan David Investments LLC | 0.01% | No change | 3,194 | $311K |
| Mutual Advisors, LLC | 0.01% | Reduce -29.9% | 3,194 | $311K |
| Riverview Trust Co | 0.38% | No change | 3,180 | $309K |
| Community Bank of Raymore | 0.21% | Reduce -22.1% | 3,175 | $309K |
| Main Line Retirement Advisors, LLC | 0.15% | Add +0.3% | 3,125 | $304K |
| Formidable Asset Management, LLC | 0.05% | Reduce -0.3% | 3,150 | $303K |
| Emerald Advisors, LLC | 0.04% | No change | 3,117 | $303K |
| Adirondack Trust Co. | 0.10% | Add +7.5% | 3,116 | $303K |
| Israel Discount Bank of New York | 0.66% | Add +6.5% | 3,115 | $303K |
| Pettee Investors, Inc. | 0.16% | No change | 2,900 | $303K |
| NCM Capital Management, LLC | 0.11% | Reduce -34.5% | 3,112 | $303K |
| Frisch Financial Group, Inc. | 0.06% | Add +26.9% | 3,104 | $302K |
| Three Cord True Wealth Management, LLC | 0.17% | No change | 3,103 | $302K |
| Arbor Investment Advisors, LLC | 0.04% | No change | 3,099 | $301K |
| Marble Harbor Investment Counsel, LLC | 0.03% | No change | 3,095 | $301K |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 0.04% | No change | 3,084 | $300K |
| RPg Family Wealth Advisory, LLC | 0.06% | New | 3,062 | $298K |
| Weaver Consulting Group | 0.07% | No change | 3,058 | $297K |
| Members Trust Co | 0.01% | Reduce -1.5% | 3,057 | $297K |
| Marshall & Sterling Wealth Advisors Inc. | 0.19% | No change | 3,042 | $296K |
| Accredited Investor Services, LLC | 0.19% | Add +21.3% | 3,032 | $295K |
| 1834 Investment Advisors Co. | 0.04% | No change | 3,028 | $294K |
| Integrity Alliance, Llc. | 0.01% | Reduce -27.0% | 3,026 | $294K |
| Ulland Investment Advisors, LLC | 0.25% | No change | 3,025 | $294K |
| OFS Enterprise LLC | 0.09% | — | 3,021 | $294K |
| TPG Advisors LLC | 0.18% | No change | 3,020 | $294K |
| Twin Peaks Wealth Advisors, LLC | 0.07% | Add +14.0% | 3,020 | $294K |
| Gallagher Fiduciary Advisors, LLC | 0.01% | Reduce -16.4% | 3,010 | $293K |
| Eclectic Associates Inc. | 0.04% | Reduce -11.2% | 3,001 | $292K |
| DHJJ Financial Advisors, Ltd. | 0.10% | No change | 3,000 | $292K |
| Tillman Hartley LLC | 0.07% | No change | 3,000 | $292K |
| Fairview Capital Investment Management, LLC | 0.02% | New | 2,997 | $291K |
| RFG Advisory, LLC | 0.01% | Reduce -15.7% | 2,996 | $291K |
| Planwiser Financial, LLC | 0.21% | Reduce -4.1% | 2,846 | $291K |
| First Manhattan Co. Llc. | 0.00% | Reduce -4.2% | 2,989 | $291K |
| Grey Ledge Advisors, LLC | 0.07% | No change | 2,975 | $289K |
| Galvin, Gaustad & Stein, LLC | 0.02% | No change | 2,964 | $288K |
| Tableaux LLC | 0.14% | No change | 2,960 | $288K |
| Pure Financial Advisors, LLC | 0.00% | Reduce -17.9% | 2,958 | $288K |
| Moran Wealth Management, LLC | 0.01% | New | 2,952 | $287K |
| O'ROURKE & COMPANY, Inc | 0.11% | Reduce -24.7% | 2,949 | $287K |
| Royal Harbor Partners, LLC | 0.10% | No change | 2,948 | $287K |
| First Bank & Trust | 0.05% | No change | 2,943 | $286K |
| Tritonpoint Wealth, LLC | 0.03% | Add +7.3% | 2,934 | $285K |
| TAGStone Capital, Inc. | 0.10% | Add +0.0% | 2,916 | $283K |
| Plan A Wealth LLC | 0.14% | No change | 2,915 | $283K |
| Crusonia Wealth Advisors LLC | 0.06% | Add +0.1% | 2,913 | $283K |
| Allstreet Capital Advisors LLC | 0.21% | Reduce -3.3% | 2,912 | $283K |
| Castleview Partners, LLC | 0.14% | No change | 2,906 | $283K |
| Bayban | 0.25% | No change | 2,900 | $282K |
| Clayton Financial Group LLC | 0.14% | No change | 2,900 | $282K |
| Accelerate Investment Advisors LLC | 0.19% | Reduce -2.7% | 2,884 | $280K |
| First County Bank | 0.15% | No change | 2,883 | $280K |
| Avantax Planning Partners, Inc. | 0.01% | Reduce -11.3% | 2,883 | $280K |
| ASL Financial, LLC | 0.22% | Reduce -1.1% | 2,880 | $280K |
| Peak Asset Management, LLC | 0.05% | No change | 2,868 | $279K |
| Laurel Oak Wealth Management, LLC | 0.05% | Reduce -8.6% | 2,868 | $279K |
| Pettyjohn, Wood & White, Inc. | 0.04% | No change | 2,858 | $278K |
| Financial Planning Navigators CORP | 0.12% | Reduce -1.6% | 2,856 | $278K |
| Pinkerton Wealth, LLC | 0.03% | No change | 2,878 | $277K |
| Cove Private Wealth, LLC | 0.06% | New | 2,847 | $277K |
| Front Row Advisors LLC | 0.09% | Add +5.6% | 2,844 | $277K |
| Wick Capital Partners, LLC | 0.05% | New | 2,835 | $276K |
| Financial Alternatives, Inc | 0.15% | Reduce -25.8% | 2,829 | $275K |
| Wealth Group Ltd | 0.06% | No change | 2,816 | $274K |
| BridgePort Financial Solutions, LLC | 0.08% | Reduce -14.0% | 2,811 | $273K |
| Cynosure Group, LLC | 0.03% | Reduce -52.5% | 2,836 | $273K |
| TigerOak Management, L.L.C. | 0.09% | No change | 2,807 | $273K |
| American Money Management, LLC | 0.04% | No change | 2,800 | $272K |
| Optas, LLC | 0.04% | Reduce -26.3% | 2,800 | $272K |
| Hamrick Investment Counsel, llc | 0.15% | No change | 2,795 | $272K |
| Nautilus Advisors LLC | 0.19% | Add +0.0% | 2,793 | $272K |
| Destination Wealth Management | 0.01% | New | 2,764 | $269K |
| Archford Capital Strategies, LLC | 0.03% | Add +2.2% | 2,759 | $268K |
| ZWJ Investment Counsel Inc. | 0.01% | No change | 2,759 | $268K |
| Centerpoint Advisory Group | 0.20% | No change | 2,753 | $268K |
| Tortuga Wealth Management, Inc | 0.25% | Add +0.0% | 2,742 | $267K |
| Alaethes Wealth, LLC | 0.08% | Add +4.6% | 2,738 | $266K |
| Chancellor Financial Group WB LP | 0.19% | Reduce -4.2% | 2,735 | $266K |
| Stephenson & Company, Inc. | 0.14% | Reduce -0.7% | 2,730 | $265K |
| Liberty Square Wealth Partners LLC | 0.07% | Reduce -1.9% | 2,728 | $265K |
| Summit Wealth & Retirement Planning, Inc. | 0.06% | Reduce -6.8% | 2,724 | $265K |
| Grandfield & Dodd, LLC | 0.01% | No change | 2,713 | $264K |
| Hobbs Group Advisors, LLC | 0.08% | Reduce -3.8% | 2,712 | $264K |
| Integral Investment Advisors, Inc. | 0.07% | No change | 2,706 | $263K |
| Aspen Investment Management Inc | 0.08% | No change | 2,700 | $263K |
| Noble Wealth Management PBC | 0.13% | No change | 2,698 | $262K |
| Abundance Wealth Counselors | 0.04% | No change | 2,698 | $262K |
| American Trust | 0.02% | Add +0.7% | 2,693 | $262K |
| jvl associates llc | 0.09% | No change | 2,676 | $260K |
| Brandywine Trust Co. | 0.05% | No change | 2,667 | $259K |
| AssuredPartners Investment Advisors, LLC | 0.03% | New | 2,614 | $258K |
| Tortoise Investment Management, LLC | 0.02% | No change | 2,648 | $257K |
| Shared Vision Wealth Group LLC | 0.10% | Reduce -9.6% | 2,648 | $257K |
| Trail Ridge Investment Advisors, LLC | 0.11% | No change | 2,643 | $257K |
| Aberdeen Wealth Management LLC | 0.12% | New | 2,640 | $257K |
| Silverleafe Capital Partners, LLC | 0.08% | No change | 2,640 | $257K |
| ARS Investment Partners, LLC | 0.01% | No change | 2,639 | $257K |
| Thrive Wealth Management, LLC | 0.04% | No change | 2,633 | $256K |
| SoundView Advisors Inc. | 0.09% | No change | 2,642 | $256K |
| Perkins Coie Trust Co | 0.05% | No change | 2,610 | $254K |
| Enzi Wealth | 0.09% | No change | 2,595 | $252K |
| ICONIQ Capital, LLC | 0.01% | No change | 2,595 | $252K |
| Peddock Capital Advisors, LLC | 0.06% | No change | 2,590 | $252K |
| XTX Topco Ltd | 0.00% | Reduce -51.5% | 2,583 | $251K |
| Tennessee Valley Asset Management Partners | 0.03% | Reduce -11.6% | 2,578 | $251K |
| Dunhill Financial, LLC | 0.06% | No change | 2,577 | $251K |
| Kovack Advisors, Inc. | 0.01% | Reduce -5.4% | 2,569 | $250K |
| FSM Wealth Advisors, LLC | 0.03% | No change | 2,570 | $250K |
| Pacific Sun Financial Corp | 0.12% | No change | 2,565 | $249K |
| Sound Income Strategies, LLC | 0.01% | Add +7.1% | 2,535 | $248K |
| Ledyard National Bank | 0.02% | No change | 2,544 | $247K |
| Nixon Peabody Trust Co. | 0.02% | Reduce -3.8% | 2,544 | $247K |
| Fingerlakes Wealth Management, Inc. | 0.16% | Reduce -2.6% | 2,522 | $245K |
| Pacifica Partners Inc. | 0.08% | Reduce -27.1% | 2,501 | $243K |
| LVZ, Inc. | 0.03% | Reduce -29.9% | 2,500 | $243K |
| Vawter Financial, Ltd. | 0.10% | No change | 2,492 | $242K |
| Asio Capital, LLC | 0.03% | No change | 2,485 | $242K |
| Scotia Capital Inc. | 0.00% | Reduce -0.5% | 2,480 | $241K |
| Integrated Capital Management, LLC | 0.10% | New | 2,479 | $241K |
| Fidelity D & D Bancorp Inc. | 0.10% | No change | 2,476 | $241K |
| Ignite Planners, LLC | 0.04% | Add +0.0% | 2,468 | $240K |
| Bright Futures Wealth Management, LLC. | 0.16% | Reduce -2.0% | 2,461 | $239K |
| Welch Group, LLC | 0.01% | Add +0.5% | 2,458 | $239K |
| Hillman Capital Management, Inc. | 0.17% | Add +0.7% | 2,449 | $238K |
| Bellevue Asset Management, LLC | 0.12% | Add +1.3% | 2,436 | $237K |
| Vectors Research Management, LLC | 0.07% | Reduce -3.1% | 2,429 | $236K |
| Tradition Wealth Management, LLC | 0.02% | Add +3.1% | 2,399 | $233K |
| Checchi Capital Advisers, LLC | 0.02% | Reduce -46.1% | 2,390 | $232K |
| Hilltop Partners LLC | 0.06% | Add +0.0% | 2,389 | $232K |
| Petros Family Wealth, LLC | 0.17% | No change | 2,386 | $232K |
| Romano Brothers and Company | 0.03% | No change | 2,375 | $231K |
| Creative Capital Management Investments LLC | 0.07% | No change | 2,368 | $230K |
| Alpha Omega Wealth Management LLC | 0.04% | No change | 2,367 | $230K |
| Bollard Group LLC | 0.01% | Add +0.2% | 2,371 | $230K |
| Advus Financial Partners, LLC | 0.06% | No change | 2,356 | $229K |
| Warburton Capital Management, LLC | 0.11% | No change | 2,272 | $229K |
| Rossby Financial, LCC | 0.05% | Add +135.4% | 2,338 | $229K |
| Courage Miller Partners, LLC | 0.06% | No change | 2,354 | $229K |
| Lantz Financial LLC | 0.05% | No change | 2,354 | $229K |
| Walsh & Associates, LLC | 0.23% | Reduce -4.2% | 2,351 | $229K |
| Blalock Williams, LLC | 0.18% | Add +10.2% | 2,349 | $228K |
| Silver Oak Securities, Incorporated | 0.02% | Add +0.7% | 2,347 | $228K |
| Ewa, LLC | 0.05% | Reduce -36.6% | 2,340 | $228K |
| Lansing Street Advisors | 0.06% | Add +0.1% | 2,332 | $227K |
| DiNuzzo Private Wealth, Inc. | 0.02% | No change | 2,325 | $226K |
| Compass Ion Advisors, LLC | 0.02% | No change | 2,316 | $225K |
| RPS Advisory Solutions LLC | 0.13% | Reduce -25.3% | 2,312 | $225K |
| Athena Investment Management | 0.12% | No change | 2,299 | $224K |
| Naviter Wealth, LLC | 0.03% | Reduce -8.4% | 2,299 | $224K |
| Ritholtz Wealth Management | 0.00% | No change | 2,299 | $224K |
| Ferguson Wellman Capital Management, Inc. | 0.00% | New | 2,291 | $223K |
| Pitcairn Wealth Advisors LLC | 0.02% | No change | 2,312 | $223K |
| MainStreet Investment Advisors LLC | 0.03% | No change | 2,283 | $222K |
| McAdam, LLC | 0.01% | Add +7.3% | 2,282 | $222K |
| Confluence Wealth Services, Inc. | 0.01% | No change | 2,280 | $222K |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 0.07% | No change | 2,136 | $222K |
| Clear Creek Financial Management, LLC | 0.02% | Reduce -0.3% | 2,275 | $221K |
| Laurel Wealth Advisors LLC | 0.02% | No change | 2,094 | $220K |
| TritonPoint Partners, LLC | 0.08% | New | 2,263 | $220K |
| Regal Investment Advisors LLC | 0.01% | New | 2,261 | $220K |
| Code Waechter LLC | 0.13% | Reduce -4.1% | 2,257 | $219K |
| Roehl & Yi Investment Advisors, LLC | 0.08% | No change | 2,252 | $219K |
| Tempo Wealth, LLC | 0.04% | Add +0.3% | 2,251 | $219K |
| Marietta Investment Partners LLC | 0.04% | No change | 2,245 | $218K |
| Sachetta, LLC | 0.12% | No change | 2,242 | $218K |
| Barry Investment Advisors, LLC | 0.05% | Add +0.2% | 2,230 | $217K |
| Elevation Wealth Management LLC | 0.20% | Reduce -1.1% | 2,228 | $217K |
| Fairman Group, LLC | 0.18% | Add +0.2% | 2,224 | $216K |
| Firestone Capital Management | 0.04% | No change | 2,224 | $216K |
| Meeder Advisory Services, Inc. | 0.01% | New | 2,219 | $216K |
| Personal Cfo Solutions, LLC | 0.03% | Reduce -24.1% | 2,217 | $216K |
| Stokes Family Office, LLC | 0.02% | No change | 2,208 | $215K |
| Legacy Wealth Managment, LLC | 0.11% | Add +75.0% | 2,205 | $214K |
| Samara Investment Management, LLC | 0.22% | — | 2,201 | $214K |
| Rockingstone Advisors LLC | 0.10% | No change | 2,200 | $214K |
| TruWealth Advisors, LLC | 0.01% | Reduce -10.4% | 2,196 | $214K |
| Empowered Funds, LLC | 0.00% | New | 2,189 | $213K |
| Marion Wealth Management | 0.05% | No change | 2,188 | $213K |
| Fiduciary Group, LLC | 0.02% | No change | 2,188 | $213K |
| HighMark Wealth Management LLC | 0.09% | Reduce -20.3% | 2,173 | $211K |
| Principle Wealth Partners LLC | 0.01% | Reduce -14.6% | 2,171 | $211K |
| Mission Creek Capital Partners, Inc. | 0.04% | No change | 2,167 | $211K |
| Three Magnolias Financial Advisors, LLC | 0.13% | New | 2,149 | $209K |
| Clear Trail Advisors, LLC | 0.03% | Reduce -2.1% | 2,142 | $208K |
| First Growth Capital LLC | 0.19% | Reduce -3.0% | 2,125 | $208K |
| Financial Advisory Corp | 0.03% | No change | 2,140 | $208K |
| Impact Capital Partners LLC | 0.06% | Reduce -60.8% | 2,140 | $208K |
| Traveka Wealth, LLC | 0.08% | Reduce -71.5% | 2,134 | $207K |
| Fonville Wealth Management LLC | 0.04% | No change | 2,129 | $207K |
| Abner Herrman & Brock LLC | 0.02% | Reduce -11.8% | 2,128 | $207K |
| Darwin Wealth Management, LLC | 0.06% | Add +65.5% | 2,128 | $207K |
| Vident Advisory, LLC | 0.00% | No change | 2,115 | $206K |
| Horizons Wealth Management | 0.14% | Reduce -4.6% | 2,108 | $205K |
| Independent Family Office, LLC | 0.08% | No change | 2,100 | $204K |
| Premier Financial Group | 0.03% | Reduce -6.3% | 2,070 | $204K |
| Pointe Capital Management LLC | 0.10% | No change | 2,087 | $203K |
| Strategic Financial Services, Inc. | 0.01% | New | 2,081 | $202K |
| Topsail Wealth Management, LLC | 0.03% | No change | 2,076 | $202K |
| Avise Financial Cooperative, Inc. | 0.17% | New | 2,071 | $201K |
| Natural Investments, LLC | 0.05% | New | 2,074 | $201K |
| Teachers Insurance & Annuity Association of America | 0.25% | No change | 2,062 | $200K |
| Paladin Advisory Group, LLC | 0.15% | Reduce -56.5% | 2,061 | $200K |
| Blue Chip Partners, LLC | 0.01% | New | 2,059 | $200K |
| Collective Family Office LLC | 0.04% | New | 2,058 | $200K |
| Capital Advisors, Ltd. LLC | 0.02% | No change | 2,047 | $199K |
| Armor Investment Advisors, LLC | 0.07% | Reduce -5.6% | 2,040 | $198K |
| Hickory Point Bank & Trust | 0.13% | New | 1,996 | $194K |
| Morris Financial Concepts, Inc. | 0.07% | Add +45.8% | 1,989 | $193K |
| Westwind Capital | 0.05% | No change | 1,943 | $189K |
| Millstone Evans Group, LLC | 0.11% | No change | 1,932 | $188K |
| Hazlett, Burt & Watson, Inc. | 0.06% | Add +3.6% | 1,885 | $182K |
| 3 Factor Indexing, LLC | 0.17% | — | 1,840 | $179K |
| Integrity Financial Corp | 0.09% | No change | 1,824 | $177K |
| Bravera Wealth | 0.08% | Reduce -1.9% | 1,822 | $177K |
| REAP Financial Group, LLC | 0.03% | Add +20.4% | 1,791 | $174K |
| Hamilton Point Investment Advisors, LLC | 0.03% | No change | 1,759 | $171K |
| Olistico Wealth, LLC | 0.08% | No change | 1,708 | $166K |
| Ballast Advisors LLC | 0.05% | Add +3.6% | 1,696 | $165K |
| Asset Dedication, LLC | 0.01% | Add +89.1% | 1,677 | $163K |
| Deutsche Bank AG | 0.00% | Reduce -52.1% | 1,675 | $163K |
| SJS Investment Consulting Inc. | 0.02% | Add +62.2% | 1,663 | $162K |
| Cetera Trust Company, N.A | 0.09% | No change | 1,635 | $159K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | No change | 1,579 | $159K |
| 1015 Capital Partners, LLC | 0.15% | No change | 1,627 | $158K |
| Capital Investment Counsel, Inc | 0.02% | No change | 1,598 | $155K |
| Avalon Trust Co | 0.01% | Add +59.6% | 1,596 | $155K |
| Financial Freedom, LLC | 0.07% | Add +0.1% | 1,540 | $150K |
| CVA Family Office, LLC | 0.02% | No change | 1,539 | $150K |
| MJT & Associates Financial Advisory Group, Inc. | 0.11% | No change | 1,500 | $146K |
| Key Financial Inc | 0.03% | Add +249.2% | 1,477 | $144K |
| LRI Investments, LLC | 0.01% | Reduce -35.4% | 1,460 | $142K |
| CFG Wealth Management Services, Inc. | 0.13% | No change | 1,450 | $141K |
| Rothschild Investment LLC | 0.01% | No change | 1,438 | $140K |
| CNB Bank | 0.06% | No change | 1,425 | $139K |
| Medallion Wealth Advisors, LLC | 0.05% | No change | 1,420 | $138K |
| Investment Counsel Co. of Nevada | 0.30% | No change | 1,373 | $133K |
| Edmond DE Rothschild Holding S.A. | 0.00% | No change | 1,352 | $131K |
| High Note Wealth, LLC | 0.03% | No change | 1,308 | $127K |
| Glen Eagle Advisors, LLC | 0.02% | No change | 1,292 | $126K |
| Chilton Capital Management LLC | 0.00% | No change | 1,284 | $125K |
| Arlington Trust Co LLC | 0.01% | No change | 1,234 | $120K |
| Financial Perspectives, Inc | 0.03% | No change | 1,214 | $118K |
| Capital Investment Advisory Services, LLC | 0.01% | Reduce -29.1% | 1,209 | $118K |
| Truvestments Capital LLC | 0.02% | No change | 1,140 | $111K |
| Manning & Napier Advisors LLC | 0.00% | No change | 1,123 | $109K |
| Align Financial, LLC | 0.06% | Reduce -99.0% | 1,121 | $109K |
| CX Institutional | 0.00% | Add +26.6% | 1,099 | $107K |
| New Republic Capital, LLC | 0.03% | Reduce -72.4% | 1,050 | $102K |
| West Financial Advisors, LLC | 0.02% | No change | 1,043 | $101K |
| Arcadia Investment Advisors LLC | 0.05% | No change | 1,038 | $101K |
| Fourth Dimension Wealth, LLC | 0.04% | No change | 1,034 | $101K |
| Smartleaf Asset Management LLC | 0.00% | Add +6.2% | 1,035 | $98K |
| Piscataqua Savings Bank | 0.07% | No change | 1,000 | $97K |
| Comprehensive Financial Planning, Inc. | 0.07% | Add +0.1% | 997 | $97K |
| Elevation Wealth Partners, LLC | 0.03% | Reduce -16.6% | 965 | $94K |
| Security National Bank | 0.01% | No change | 960 | $93K |
| Gill Capital Partners, LLC | 0.03% | New | 932 | $91K |
| Global Assets Advisory, LLC | 0.03% | New | 631 | $90K |
| Morse Asset Management, Inc | 0.02% | Reduce -0.2% | 918 | $89K |
| Monetary Solutions, Ltd | 0.09% | Reduce -27.3% | 914 | $89K |
| Bogart Wealth, LLC | 0.00% | Reduce -2.0% | 848 | $82K |
| Corsicana & Co. | 0.05% | No change | 948 | $81K |
| Pinnacle Wealth Planning Services, Inc. | 0.01% | New | 800 | $78K |
| Roxbury Financial LLC | 0.07% | No change | 795 | $77K |
| Elevated Capital Advisors, LLC | 0.02% | No change | 793 | $77K |
| Washington Trust Advisors, Inc. | 0.01% | Reduce -19.2% | 784 | $76K |
| Select Equity Group, L.P. | 0.00% | Reduce -93.5% | 753 | $73K |
| Barrett & Company, Inc. | 0.03% | No change | 749 | $73K |
| Redwood Park Advisors LLC | 0.05% | Add +0.1% | 740 | $72K |
| Highline Wealth Partners LLC | 0.02% | Reduce -0.1% | 738 | $72K |
| Pittenger & Anderson Inc. | 0.00% | Reduce -6.9% | 713 | $69K |
| Nova Wealth Management, Inc. | 0.04% | New | 709 | $69K |
| Quaker Wealth Management, LLC | 0.02% | No change | 686 | $67K |
| TIAA Wealth Investment Management LLC | 0.00% | — | 704 | $67K |
| Strategic Wealth Advisors LLC | 0.05% | No change | 687 | $66K |
| American Capital Advisory, LLC | 0.03% | No change | 675 | $66K |
| Hughes Financial Services, LLC | 0.01% | No change | 668 | $65K |
| Glass Jacobson Investment Advisors llc | 0.02% | Reduce -27.1% | 668 | $65K |
| WealthCollab, LLC | 0.03% | No change | 664 | $65K |
| Signature Equity Partners, LLC | 0.03% | Reduce -49.3% | 651 | $63K |
| Colony Family Offices, LLC | 0.02% | No change | 638 | $62K |
| Clearstead Trust, LLC | 0.01% | No change | 603 | $59K |
| Strategic Wealth Partners, Ltd. | 0.00% | Add +8.1% | 600 | $58K |
| Vision Retirement, LLC | 0.02% | Reduce -23.6% | 595 | $58K |
| Copia Wealth Management | 0.04% | Reduce -0.5% | 584 | $57K |
| MPWM Advisory Solutions, LLC | 0.03% | Reduce -2.0% | 581 | $56K |
| Providence Capital Advisors, LLC | 0.01% | No change | 580 | $56K |
| Milestone Investment Advisors LLC | 0.01% | No change | 562 | $55K |
| PlanVest Financial, Inc | 0.04% | — | 542 | $53K |
| First Command Advisory Services, Inc. | 0.00% | No change | 536 | $52K |
| Crews Bank & Trust | 0.01% | No change | 525 | $51K |
| Cherry Tree Wealth Management, LLC | 0.01% | New | 509 | $49K |
| Cedar Mountain Advisors, LLC | 0.01% | No change | 509 | $49K |
| Robinswood Financial LLC | 0.02% | Reduce -15.6% | 503 | $49K |
| Bank of New Hampshire | 0.01% | No change | 500 | $49K |
| Godsey & Gibb, Inc. | 0.00% | Reduce -23.7% | 497 | $48K |
| Coston, McIsaac & Partners | 0.01% | No change | 500 | $48K |
| Hilton Head Capital Partners, LLC | 0.03% | No change | 493 | $48K |
| Private Wealth Management Group, LLC | 0.01% | No change | 488 | $47K |
| Cary Street Partners Investment Advisory LLC | 0.01% | Reduce -29.4% | 488 | $47K |
| SIMA Wealth Partners, LLC | 0.04% | No change | 486 | $47K |
| Addison Advisors LLC | 0.01% | New | 476 | $46K |
| Atlantic Private Wealth, LLC | 0.03% | No change | 466 | $45K |
| Marshall Investment Management, LLC | 0.02% | New | 464 | $45K |
| Provident Wealth Management, LLC | 0.01% | No change | 460 | $45K |
| Realta Investment Advisors | 0.02% | Add +14.5% | 459 | $45K |
| Pacific Center for Financial Services | 0.01% | No change | 448 | $44K |
| Dorato Capital Management | 0.03% | No change | 429 | $43K |
| Basepoint Wealth LLC | 0.02% | Add +0.2% | 443 | $43K |
| TD Capital Management LLC | 0.00% | Add +0.2% | 438 | $43K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | No change | 418 | $41K |
| Mascoma Wealth Management LLC | 0.01% | No change | 406 | $39K |
| Wolff Wiese Magana LLC | 0.02% | No change | 399 | $39K |
| Scarborough Advisors, LLC | 0.00% | New | 388 | $38K |
| Creative Financial Designs Inc. | 0.00% | No change | 384 | $37K |
| Rialto Wealth Management, LLC | 0.01% | No change | 379 | $37K |
| Root Financial Partners, LLC | 0.00% | Add +17.1% | 377 | $37K |
| Synergy Investment Management, LLC | 0.01% | New | 377 | $37K |
| Transamerica Financial Advisors, LLC | 0.00% | Reduce -3.5% | 362 | $35K |
| KERR FINANCIAL PLANNING Corp | 0.02% | No change | 336 | $35K |
| Ameriflex Group, Inc. | 0.02% | No change | 325 | $32K |
| True Link Financial Advisors, LLC | 0.00% | New | 322 | $31K |
| TOWER TRUST & INVESTMENT Co | 0.02% | No change | 320 | $31K |
| Frazier Financial Advisors, LLC | 0.02% | New | 314 | $31K |
| HHM Wealth Advisors, LLC | 0.00% | No change | 312 | $30K |
| Keating Financial Advisory Services, Inc. | 0.00% | No change | 305 | $30K |
| Peoples Financial Services Corp. | 0.01% | No change | 300 | $29K |
| Anchor Investment Management, LLC | 0.00% | Reduce -29.6% | 292 | $28K |
| NFSG Corp | 0.00% | Add +93.1% | 280 | $27K |
| Thompson Investment Management, Inc. | 0.00% | New | 267 | $26K |
| Nemes Rush Group LLC | 0.00% | Add +0.4% | 249 | $24K |
| Cornerstone Planning Group LLC | 0.00% | Add +83.9% | 228 | $24K |
| Evolution Advisers, Inc. | 0.01% | New | 233 | $22K |
| Financial Gravity Asset Management, Inc. | 0.00% | No change | 222 | $22K |
| St Germain D J Co. Inc. | 0.00% | No change | 216 | $21K |
| RMG Wealth Management LLC | 0.00% | New | 193 | $20K |
| Consultiva Wealth Management, Corp. | 0.06% | No change | 206 | $20K |
| Wealth Enhancement Trust Services, Inc. | 0.00% | Reduce -13.2% | 204 | $20K |
| Westside Investment Management, Inc. | 0.00% | No change | 200 | $19K |
| Basecamp Wealth Advisors LLC | 0.00% | New | 198 | $19K |
| N.E.W. Advisory Services LLC | 0.00% | Add +5.4% | 196 | $19K |
| Measured Wealth Private Client Group, LLC | 0.01% | No change | 192 | $19K |
| Gables Capital Management Inc. | 0.01% | No change | 190 | $18K |
| Napier Financial, LLC | 0.00% | New | 190 | $18K |
| Smallwood Wealth Investment Management, LLC | 0.01% | No change | 190 | $18K |
| Reyes Financial Architecture, Inc. | 0.01% | New | 185 | $18K |
| Burk Holdings LLC | 0.01% | New | 182 | $18K |
| McIlrath & Eck, LLC | 0.00% | Reduce -84.1% | 182 | $18K |
| Kelleher Financial Advisors | 0.00% | No change | 180 | $18K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.00% | Add +34.4% | 176 | $17K |
| Sankala Group LLC | 0.01% | Add +55.4% | 174 | $17K |
| Eukles Asset Management | 0.01% | No change | 166 | $16K |
| Atwood & Palmer Inc. | 0.00% | New | 165 | $16K |
| Horizon Investments, LLC | 0.00% | Add +912.5% | 162 | $16K |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 159 | $15K |
| Prosperity Bancshares Inc | 0.01% | No change | 149 | $14K |
| Evolution Wealth Management Inc. | 0.01% | No change | 148 | $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% | No change | 139 | $14K |
| JPL Wealth Management, LLC | 0.00% | New | 134 | $13K |
| Park Place Capital Corp | 0.00% | Reduce -95.4% | 131 | $13K |
| NWK Group, Inc. | 0.00% | No change | 128 | $12K |
| IAG Wealth Partners, LLC | 0.00% | Reduce -9.3% | 126 | $12K |
| Main Management LLC | 0.00% | No change | 119 | $12K |
| MBM Wealth Consultants, LLC | 0.00% | New | 121 | $12K |
| Global Wealth Strategies & Associates | 0.00% | No change | 111 | $11K |
| Kozak & Associates, Inc. | 0.00% | No change | 105 | $11K |
| 2UniFi Bank | 0.01% | No change | 108 | $11K |
| Tucker Asset Management LLC | 0.00% | Reduce -30.5% | 107 | $10K |
| Wealth Science Advisors LLC | 0.01% | New | 106 | $10K |
| Flagship Wealth Advisors, LLC | 0.00% | No change | 109 | $10K |
| Avion Wealth | 0.00% | No change | 113 | $10K |
| Jackson, Grant Investment Advisers, Inc. | 0.00% | No change | 101 | $10K |
| Motco | 0.00% | No change | 100 | $10K |
| Nalls Sherbakoff Group, LLC | 0.01% | No change | 96 | $9K |
| Rosenberg Matthew Hamilton | 0.00% | Add +147.4% | 94 | $9K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | Reduce -89.6% | 81 | $8K |
| Archer Investment Corp | 0.00% | New | 79 | $8K |
| Signaturefd, LLC | 0.00% | No change | 78 | $8K |
| First Community Trust NA | 0.01% | No change | 74 | $7K |
| Pin Oak Investment Advisors Inc. | 0.01% | No change | 71 | $7K |
| Horizon Bancorp Inc. | 0.00% | New | 59 | $6K |
| Wallace Hart LLC | 0.01% | No change | 58 | $6K |
| Valued Wealth Advisors LLC | 0.00% | No change | 52 | $5K |
| Networth Advisors, LLC | 0.00% | No change | 49 | $5K |
| Clark Wealth Partners | 0.00% | New | 46 | $4K |
| Wilkerson Advisory Group LLC | 0.00% | No change | 46 | $4K |
| McGuire Capital Advisors Inc. | 0.00% | No change | 45 | $4K |
| Silver Grove Financial Group, Inc. | 0.00% | New | 44 | $4K |
| HFM Investment Advisors, LLC | 0.00% | Reduce -85.0% | 43 | $4K |
| YANKCOM Partnership | 0.00% | Reduce -45.1% | 39 | $4K |
| Abound Wealth Management | 0.00% | No change | 39 | $4K |
| FWL Investment Management, LLC | 0.00% | No change | 39 | $4K |
| Cornerstone Financial Management LLC | 0.00% | No change | 25 | $2K |
| Sellwood Investment Partners LLC | 0.00% | No change | 24 | $2K |
| Hilltop National Bank | 0.00% | Reduce -73.6% | 23 | $2K |
| Physician Wealth Advisors, Inc. | 0.00% | Reduce -94.4% | 22 | $2K |
| Signature Resources Capital Management, LLC | 0.00% | Reduce -97.3% | 22 | $2K |
| Quest 10 Wealth Builders, Inc. | 0.00% | Reduce -9.1% | 20 | $2K |
| 10Elms LLP | 0.00% | No change | 20 | $2K |
| Caitlin John, LLC | 0.00% | No change | 20 | $2K |
| Strategic Advisory Partners, LLC | 0.00% | New | 18 | $2K |
| Spurstone Advisory Services, LLC | 0.03% | No change | 17 | $2K |
| Wagner Wealth Management, LLC | 0.00% | New | 17 | $2K |
| London Co. of Virginia | 0.00% | Reduce -99.8% | 16 | $2K |
| Delta Asset Management LLC | 0.00% | New | 12 | $1K |
| Harbor Capital Advisors, Inc. | 0.00% | No change | 6 | $1K |
| Richards, Merrill & Peterson, Inc. | 0.00% | New | 8 | $778 |
| Aristotle Capital Boston, LLC | 0.00% | Reduce -89.5% | 7 | $704 |
"% 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.