iShares Russell Mid-Cap ETFIWRETF
13F holders, Q2 2026 (June 30)1,597holders +73
121new positions
50sold out
6famous investors
$110.13avg. 13F price*
At the end of Q2 2026, 1,597 institutions reported holding iShares Russell Mid-Cap ETF (IWR) in their 13F filings, up 73 from Q1 2026. 121 opened new positions and 50 sold out. The largest holders were Jones Financial Companies LLLP ($10.9B), Bank of America Corp. ($7.6B) and Wells Fargo & Company ($5.0B). 6 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- iShares Russell Mid-Cap ETF
- CUSIP
- 464287499
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 121 | $94.2M |
| Exits | 50 | $25.7M |
All 13F filers, Q1 2026 → Q2 2026: 21,204,446 shares bought and 4,774,174 shares sold, net +16,430,272 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,597 holders
| Jones Financial Companies LLLP | 4.37% | Add +7.2% | 99,650,083 | $10.9B |
| Bank of America Corp. | 0.49% | Add +4.6% | 68,880,354 | $7.6B |
| Wells Fargo & Company | 0.87% | Add +5.9% | 45,367,356 | $5.0B |
| US Bancorp \de | 1.54% | Reduce -1.1% | 12,780,590 | $1.4B |
| PNC Financial Services Group, Inc. | 0.68% | Add +1.1% | 12,472,614 | $1.4B |
| Morgan Stanley | 0.07% | Add +8.6% | 11,932,912 | $1.3B |
| Bank of New York Mellon Corp | 0.19% | Add +0.1% | 10,734,592 | $1.2B |
| Baird Financial Group, Inc. | 1.62% | Add +18.9% | 10,660,298 | $1.2B |
| Northern Trust Corp. | 0.13% | Reduce -0.6% | 10,120,436 | $1.1B |
| Royal Bank of Canada | 0.15% | Add +3.1% | 8,115,880 | $895.3M |
| JPMorgan Chase & Co. | 0.05% | Add +6.8% | 7,379,679 | $812.9M |
| UBS Group AG | 0.13% | Add +1.5% | 7,353,365 | $811.2M |
| Envestnet Asset Management Inc. | 0.12% | Add +0.7% | 4,500,690 | $496.5M |
| Truist Financial Corp. | 0.54% | Reduce -1.4% | 4,120,231 | $454.5M |
| FMR LLC | 0.02% | Reduce -5.3% | 3,871,981 | $427.2M |
| AMG National Trust Bank | 8.78% | Reduce -0.5% | 3,869,983 | $426.9M |
| LPL Financial LLC | 0.09% | Reduce -0.7% | 3,730,141 | $411.5M |
| CIBC Bancorp USA Inc. | 0.43% | Add +0.3% | 3,158,174 | $348.4M |
| Ameriprise Financial Inc. | 0.07% | Add +2.0% | 3,077,347 | $340.2M |
| Johnson Investment Counsel Inc. | 2.42% | Add +3.2% | 3,001,929 | $331.2M |
| Raymond James Financial Inc. | 0.08% | Reduce -0.2% | 2,794,796 | $308.3M |
| Tiaa-Cref Individual & Institutional Services, LLC | 1.04% | Reduce -2.3% | 2,745,783 | $302.9M |
| Fifth Third Bancorp | 0.45% | Reduce -1.8% | 2,501,173 | $275.9M |
| Natixis Advisors, LLC | 0.31% | Reduce -15.1% | 2,475,295 | $273.1M |
| Cetera Investment Advisers | 0.21% | Reduce -0.3% | 2,128,236 | $234.8M |
| Bank of Montreal | 0.08% | Add +0.9% | 1,984,789 | $219.0M |
| Goldman Sachs Group Inc. | 0.02% | Add +0.5% | 1,976,882 | $218.1M |
| Pathstone Holdings, LLC | 0.61% | Reduce -0.0% | 1,904,250 | $210.1M |
| Mariner, LLC | 0.20% | Reduce -1.2% | 1,727,554 | $190.6M |
| Keybank National Association | 0.57% | Reduce -0.6% | 1,557,703 | $171.8M |
| Commerce Bank | 0.70% | Reduce -2.6% | 1,439,471 | $158.8M |
| Glenview Trust Co | 2.15% | Add +4.3% | 1,408,028 | $155.3M |
| Pinnacle Financial Partners, Inc. | 0.94% | Reduce -0.6% | 1,245,534 | $137.4M |
| Oakworth Capital, Inc. | 6.50% | Add +1.9% | 1,239,128 | $136.6M |
| Northwestern Mutual Wealth Management Co. | 0.07% | Add +1.4% | 1,214,574 | $134.0M |
| Waverly Advisors, LLC | 0.76% | Add +8.1% | 1,187,415 | $131.0M |
| Performa Ltd (US), LLC | 20.01% | Add +465.1% | 1,124,020 | $124.0M |
| Atlantic Union Bankshares Corp | 1.91% | Add +19.5% | 1,035,865 | $114.3M |
| First Western Trust Bank | 5.50% | Reduce -1.7% | 1,022,959 | $112.9M |
| UMB Bank, n.a. | 1.41% | Add +4.9% | 1,012,156 | $111.7M |
| Alerus Financial NA | 4.75% | Add +0.6% | 985,225 | $108.7M |
| Cerity Partners LLC | 0.13% | Add +7.9% | 969,045 | $106.9M |
| German American Bancorp, Inc. | 7.98% | Add +0.1% | 962,740 | $106.2M |
| Rockefeller Capital Management L.P. | 0.16% | Add +1.2% | 961,062 | $106.0M |
| Lido Advisors, LLC | 0.37% | Add +2.5% | 940,349 | $103.7M |
| Creative Planning | 0.06% | Reduce -2.2% | 936,524 | $103.3M |
| Janney Montgomery Scott LLC | 0.20% | Reduce -0.1% | 915,320 | $101.0M |
| JMG Financial Group, Ltd. | 2.43% | Reduce -0.3% | 913,629 | $100.8M |
| WASHINGTON TRUST Co | 3.10% | Reduce -0.8% | 904,618 | $99.8M |
| Osaic Holdings, Inc. | 0.12% | Add +20.2% | 895,795 | $98.9M |
| Commonwealth Equity Services, LLC | 0.12% | Reduce -3.0% | 838,027 | $92.5M |
| Millburn Ridgefield LLC | 1.60% | No change | 768,475 | $84.8M |
| Catalyst Capital Advisors LLC | 1.41% | No change | 768,475 | $84.8M |
| Clearstead Advisors, LLC | 0.79% | Reduce -0.8% | 762,482 | $84.1M |
| Factory Mutual Insurance Co. | 0.79% | No change | 758,700 | $83.7M |
| International City Management Association Retirement Corp | 33.67% | No change | 702,067 | $77.5M |
| NorthRock Partners, LLC | 1.09% | Reduce -3.9% | 680,478 | $75.1M |
| Franklin Resources Inc. | 0.02% | Add +0.2% | 666,991 | $73.6M |
| Citizens Business Bank | 10.54% | Reduce -2.5% | 634,403 | $70.0M |
| Stock Yards Bank & Trust Co. | 1.85% | Add +6.0% | 586,685 | $64.7M |
| First Foundation Advisors | 2.31% | Add +5.3% | 583,207 | $64.3M |
| Steward Partners Investment Advisory, LLC | 0.32% | Add +2.8% | 569,685 | $62.8M |
| Robertson Stephens Wealth Management, LLC | 1.54% | Add +79.2% | 565,606 | $62.4M |
| Wealth Enhancement Advisory Services, LLC | 0.10% | Add +1.6% | 563,031 | $61.9M |
| Mesirow Financial Investment Management, Inc. | 0.96% | Reduce -50.9% | 553,000 | $61.0M |
| Corient Private Wealth LP | 0.08% | Add +10.0% | 537,202 | $59.3M |
| Focus Partners Wealth | 0.06% | Add +3.5% | 527,777 | $58.2M |
| Albion Financial Group | 3.32% | Reduce -39.4% | 519,943 | $57.4M |
| Badgley Phelps Wealth Managers, LLC | 1.00% | Reduce -24.7% | 519,161 | $57.3M |
| MAI Capital Management | 0.21% | Add +14.1% | 500,852 | $55.3M |
| Cambridge Investment Research Advisors, Inc. | 0.12% | Reduce -4.9% | 493,942 | $54.5M |
| HighTower Advisors, LLC | 0.05% | Reduce -3.6% | 489,160 | $54.0M |
| River Wealth Advisors LLC | 5.35% | Add +3.0% | 463,864 | $51.2M |
| Kayne Anderson Rudnick Investment Management LLC | 0.16% | Reduce -37.0% | 456,804 | $50.4M |
| Stephens Inc. | 0.54% | Add +4.2% | 436,558 | $48.2M |
| Wilmington Savings Fund Society, FSB | 1.07% | Add +6.3% | 436,496 | $48.2M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Add +16.0% | 435,907 | $48.1M |
| Composition Wealth, LLC | 0.56% | Reduce -1.8% | 433,150 | $47.8M |
| M&T Bank Corp | 0.13% | Reduce -0.6% | 412,823 | $45.5M |
| Stegner Investment Associates Inc. | 21.37% | Reduce -3.1% | 407,479 | $45.0M |
| Legacy Edge Advisors, LLC | 3.86% | Add +3.3% | 381,311 | $42.1M |
| Consolidated Investment Group LLC | 3.47% | No change | 362,100 | $39.9M |
| BNP Paribas Financial Markets | 0.02% | Add +75.6% | 361,621 | $39.9M |
| MML Investors Services, LLC | 0.08% | Add +18.5% | 359,566 | $39.7M |
| Captrust Financial Advisors | 0.06% | Reduce -0.8% | 354,020 | $39.1M |
| Brown Advisory Inc. | 0.06% | Reduce -5.4% | 353,648 | $39.0M |
| Gilbert & Cook, Inc. | 4.32% | Reduce -1.3% | 340,536 | $37.6M |
| Coastline Trust Co | 3.31% | Reduce -0.5% | 337,887 | $37.3M |
| Tiaa Trust, National Association | 2.12% | Reduce -1.5% | 324,669 | $35.8M |
| Beacon Pointe Advisors, LLC | 0.17% | Add +1.6% | 323,153 | $35.7M |
| D.A. Davidson & Co. | 0.20% | Add +0.3% | 321,949 | $35.5M |
| AE Wealth Management LLC | 0.16% | Reduce -3.6% | 319,557 | $35.3M |
| MCF Advisors LLC | 1.25% | Add +0.2% | 318,059 | $35.1M |
| Mercer Global Advisors Inc. | 0.04% | Add +5.1% | 315,126 | $34.8M |
| Intrust Bank NA | 2.52% | Add +13.5% | 309,639 | $34.2M |
| CCG Wealth Management, LLC | 7.68% | Add +6.5% | 300,147 | $33.1M |
| Concurrent Investment Advisors, LLC | 0.28% | Add +29.9% | 299,390 | $33.0M |
| Hantz Financial Services, Inc. | 0.44% | Add +3.5% | 294,947 | $32.5M |
| Dakota Wealth Management | 0.62% | Reduce -8.4% | 293,538 | $32.4M |
| Stifel Financial Corp. | 0.03% | Reduce -2.6% | 291,923 | $32.2M |
| Regions Financial Corp. | 0.19% | Reduce -9.4% | 286,968 | $31.7M |
| Kestra Advisory Services, LLC | 0.10% | Reduce -9.2% | 283,575 | $31.3M |
| NewEdge Advisors, LLC | 0.09% | Add +8.3% | 282,266 | $31.1M |
| Coldstream Capital Management Inc. | 0.39% | Reduce -1.8% | 277,562 | $30.6M |
| Valeo Financial Advisors, LLC | 0.62% | Add +8.3% | 267,207 | $29.5M |
| DT Investment Partners, LLC | 2.14% | Reduce -3.1% | 260,626 | $28.8M |
| BlackRock, Inc. | 0.00% | Reduce -26.4% | 256,064 | $28.2M |
| Sanctuary Advisors, LLC | 0.13% | Add +1.2% | 249,200 | $27.5M |
| Stratos Wealth Partners, LTD. | 0.28% | Add +14.8% | 246,187 | $27.2M |
| Sigma Investment Counselors Inc. | 1.30% | Reduce -6.9% | 242,040 | $26.7M |
| Thrivent Financial for Lutherans | 0.04% | Add +0.4% | 236,174 | $26.1M |
| XML Financial, LLC | 1.88% | Reduce -1.6% | 233,838 | $25.8M |
| Cresset Asset Management, LLC | 0.09% | Reduce -4.6% | 230,088 | $25.4M |
| Equitable Holdings, Inc. | 0.15% | Add +1.2% | 226,060 | $24.9M |
| Whittier Trust Co. of Nevada Inc. | 0.46% | Add +6.8% | 225,738 | $24.8M |
| Texas Capital Bank Wealth Management Services Inc | 1.32% | Reduce -7.9% | 223,463 | $24.7M |
| Focus Financial Network, Inc. | 0.74% | Reduce -2.1% | 217,178 | $24.0M |
| Fifth Third Wealth Advisors LLC | 0.67% | Reduce -0.5% | 215,938 | $23.8M |
| Amarillo National Bank | 3.77% | Reduce -0.4% | 213,419 | $23.5M |
| Bridges Investment Management Inc. | 0.28% | Reduce -0.3% | 209,499 | $23.1M |
| Bartlett & Co. Wealth Management LLC | 0.29% | Add +3.4% | 208,491 | $23.0M |
| Legacy Advisors, LLC | 2.14% | Reduce -2.3% | 207,332 | $22.9M |
| Copeland Capital Management, LLC | 0.46% | New | 201,371 | $22.2M |
| Wealthspire Advisors, LLC | 0.12% | Add +0.0% | 201,014 | $22.2M |
| Ullmann Wealth Partners Group, LLC | 1.96% | Add +1.7% | 195,007 | $21.5M |
| LJI Wealth Management, LLC | 2.98% | Reduce -1.0% | 192,587 | $21.2M |
| Miller Investment Management, LP | 1.93% | Add +1.7% | 191,472 | $21.1M |
| Fidelis Capital Partners, LLC | 1.20% | Add +10.2% | 189,598 | $20.9M |
| Blair William & Co. | 0.05% | Add +9.7% | 182,347 | $20.1M |
| Whittier Trust Co. | 0.20% | Reduce -0.7% | 181,034 | $20.0M |
| Argent Trust Co | 0.58% | Add +11.8% | 181,171 | $20.0M |
| PFW Advisors LLC | 5.78% | Reduce -0.9% | 179,719 | $19.8M |
| Tompkins Financial Corp. | 1.38% | Add +17.6% | 178,556 | $19.7M |
| Unique Wealth, LLC | 2.25% | Add +0.4% | 174,962 | $19.3M |
| Private Advisor Group, LLC | 0.09% | Add +4.4% | 171,792 | $19.0M |
| Avidian Wealth Enterprises, LLC | 0.52% | Add +0.6% | 171,429 | $18.9M |
| Callan Family Office, LLC | 0.36% | Reduce -0.5% | 167,300 | $18.5M |
| Ashton Thomas Private Wealth, LLC | 0.38% | Add +5.5% | 166,906 | $18.4M |
| Bokf, NA | 0.25% | Reduce -3.1% | 166,518 | $18.4M |
| Verdence Capital Advisors LLC | 0.96% | Add +0.9% | 166,059 | $18.3M |
| Culbertson A N & Co. Inc. | 2.13% | Add +0.5% | 165,548 | $18.3M |
| Bank of Nova Scotia | 0.03% | No change | 165,377 | $18.2M |
| Patton Fund Management, Inc. | 3.93% | Reduce -2.7% | 164,789 | $18.2M |
| Bradley Foster & Sargent Inc. | 0.25% | Add +0.3% | 162,746 | $18.0M |
| Fox Financial, Inc | 12.13% | Reduce -0.1% | 157,843 | $17.4M |
| Woodstock Corp. | 1.43% | Reduce -2.3% | 156,185 | $17.2M |
| Bricktown Capital, LLC | 3.11% | Add +2.5% | 156,088 | $17.2M |
| Alliancebernstein L.P. | 0.01% | Add +3.0% | 176,016 | $17.1M |
| First Citizens Bank & Trust Co. | 0.26% | Reduce -6.0% | 155,078 | $17.1M |
| Country Trust Bank | 0.30% | Reduce -3.3% | 154,911 | $17.1M |
| Three Bridge Wealth Advisors, LLC | 4.19% | Add +2.9% | 151,759 | $16.7M |
| Sonata Capital Group Inc. | 5.33% | Reduce -10.7% | 149,744 | $16.5M |
| Atlas Legacy Advisors, LLC | 2.43% | Add +1.6% | 149,304 | $16.4M |
| &partners | 0.07% | Reduce -19.7% | 148,048 | $16.3M |
| Envestnet Portfolio Solutions, Inc. | 0.08% | Reduce -7.4% | 145,294 | $16.0M |
| Bessemer Group Inc. | 0.02% | Add +9.2% | 144,997 | $16.0M |
| Ascent Group, LLC | 0.48% | Add +13.1% | 144,542 | $15.9M |
| Perigon Wealth Management, LLC | 0.25% | Add +7.3% | 142,889 | $15.8M |
| Private Wealth Asset Management, LLC | 1.46% | Reduce -2.2% | 137,589 | $15.2M |
| 49 Wealth Management, LLC | 2.87% | Add +2283.3% | 136,560 | $15.1M |
| Alongside, LLC | 2.87% | — | 136,560 | $15.1M |
| Prime Capital Investment Advisors, LLC | 0.15% | Add +4.3% | 136,456 | $15.1M |
| Taylor & Morgan Wealth Management, LLC | 7.42% | Add +6.7% | 136,353 | $15.0M |
| Krane Financial Solutions LLC | 8.84% | Reduce -1.9% | 130,220 | $14.4M |
| Bailard, Inc. | 0.29% | Add +0.3% | 129,623 | $14.3M |
| Axxcess Wealth Management, LLC | 0.22% | New | 128,033 | $14.1M |
| Heck Capital Advisors, LLC | 0.84% | Add +1.6% | 127,185 | $14.0M |
| VestGen Advisors, LLC | 0.41% | Reduce -44.6% | 126,880 | $14.0M |
| Old National Bancorp | 0.28% | Reduce -4.6% | 126,173 | $13.9M |
| First National Trust Co | 0.46% | Add +3.1% | 122,161 | $13.5M |
| Quantinno Capital Management LP | 0.02% | Add +57.7% | 117,817 | $13.0M |
| MV Capital Management, Inc. | 1.15% | Add +4.0% | 117,593 | $13.0M |
| Washington Trust Bank | 0.89% | Reduce -13.8% | 115,234 | $12.7M |
| West Bancorporation Inc. | 5.42% | Add +8.4% | 114,958 | $12.7M |
| Steph & Co. | 3.20% | Add +2.5% | 114,666 | $12.6M |
| Vestmark Advisory Solutions, Inc. | 0.12% | Add +948.2% | 112,678 | $12.4M |
| Moneta Group Investment Advisors LLC | 0.09% | Reduce -0.9% | 110,909 | $12.2M |
| Prairieview Wealth Partners, LLC | 9.09% | Reduce -0.6% | 110,233 | $12.2M |
| Klaas Financial Asset Advisors, LLC | 1.50% | Add +4.5% | 109,325 | $12.1M |
| StoneX Group Inc. | 0.48% | Add +0.6% | 108,659 | $12.0M |
| Brighton Jones LLC | 0.22% | Add +0.1% | 108,612 | $12.0M |
| First Horizon Corp. | 0.46% | Add +1.8% | 107,926 | $11.9M |
| Meridian Wealth Management, LLC | 0.37% | Add +1.5% | 107,200 | $11.8M |
| Proffitt & Goodson Inc. | 1.62% | Reduce -1.4% | 106,513 | $11.8M |
| Moody National Bank Trust Division | 0.96% | Reduce -22.8% | 105,466 | $11.6M |
| Elevation Point Wealth Partners, LLC | 0.21% | Add +807.1% | 103,033 | $11.4M |
| Glenmede Trust Co. NA | 0.05% | Add +1.1% | 101,366 | $11.2M |
| EP Wealth Advisors, LLC | 0.04% | Add +86.0% | 98,544 | $10.9M |
| Versant Capital Management, Inc | 0.97% | Add +0.1% | 98,453 | $10.9M |
| AQR Capital Management | 0.00% | Add +79.1% | 97,282 | $10.7M |
| Rossmore Private Capital | 0.86% | Add +8.0% | 96,256 | $10.6M |
| Folger Nolan Fleming Douglas Capital Management, Inc. | 0.87% | Reduce -0.9% | 96,204 | $10.6M |
| Mullaney, Keating & Wright, Inc. | 5.11% | Add +0.1% | 95,838 | $10.6M |
| Summit Trail Advisors, LLC | 0.13% | Reduce -10.5% | 95,682 | $10.6M |
| Tanglewood Legacy Advisors, LLC | 3.33% | Add +2.1% | 93,523 | $10.3M |
| Lodestar Private Asset Management LLC | 0.89% | Reduce -0.3% | 92,964 | $10.3M |
| Haverford Trust Co | 0.09% | Add +5.2% | 91,549 | $10.1M |
| Midwest Trust Co | 0.11% | Reduce -11.1% | 91,053 | $10.0M |
| Trust Point Inc. | 0.85% | Add +0.2% | 90,979 | $10.0M |
| Savant Capital, LLC | 0.03% | Add +10.1% | 90,111 | $10.0M |
| Plan Group Financial, LLC | 2.06% | Add +3.8% | 90,221 | $10.0M |
| Ieq Capital, LLC | 0.05% | Reduce -0.5% | 89,821 | $9.9M |
| Jane Street Group, LLC | 0.01% | Add +308.1% | 89,684 | $9.9M |
| TD Private Client Wealth LLC | 0.18% | Add +8.7% | 89,220 | $9.8M |
| Hoxton Planning & Management, LLC | 2.56% | Reduce -3.0% | 88,997 | $9.8M |
| Paragon Private Wealth Management, LLC | 2.50% | Reduce -0.1% | 86,740 | $9.6M |
| Kestra Private Wealth Services, LLC | 0.10% | Reduce -4.3% | 86,523 | $9.5M |
| NewEdge Wealth, LLC | 0.10% | Reduce -3.4% | 86,336 | $9.5M |
| Independence Bank of Kentucky | 1.07% | Reduce -4.0% | 85,740 | $9.5M |
| Shelton Wealth Management, LLC | 3.74% | Reduce -10.5% | 85,684 | $9.5M |
| Campion Asset Management | 5.75% | Reduce -0.8% | 85,459 | $9.4M |
| Simon Quick Advisors, LLC | 0.37% | Add +0.1% | 83,811 | $9.2M |
| Summit Financial, LLC | 0.10% | Reduce -3.7% | 83,625 | $9.2M |
| Arax Advisory Partners | 0.06% | Add +205.7% | 83,145 | $9.2M |
| Tower Research Capital LLC (TRC) | 0.22% | Add +287.9% | 82,621 | $9.1M |
| Fulton Bank, N.A. | 0.27% | Reduce -4.2% | 80,984 | $8.9M |
| Bleakley Financial Group, LLC | 0.11% | Add +2.6% | 79,992 | $8.8M |
| Sincerus Advisory, LLC | 5.99% | Add +0.1% | 79,958 | $8.8M |
| Baron Financial Group, LLC | 4.20% | Add +17.2% | 79,767 | $8.8M |
| Beam Wealth Advisors, Inc. | 1.94% | Add +3.1% | 79,718 | $8.8M |
| Rwa Wealth Partners, LLC | 0.08% | Add +6.0% | 78,993 | $8.7M |
| Johnson Financial Group, Inc. | 0.28% | Reduce -1.7% | 77,983 | $8.6M |
| Principal Financial Group Inc. | 0.00% | Reduce -63.0% | 75,245 | $8.3M |
| Bryn Mawr Trust Advisors, LLC | 0.36% | Add +27.7% | 74,452 | $8.2M |
| Schneider Downs Wealth Management Advisors, LP | 0.77% | Reduce -4.2% | 74,389 | $8.2M |
| Salem Investment Counselors Inc. | 0.20% | Reduce -1.9% | 74,321 | $8.2M |
| Diversified Trust Co. | 0.13% | Reduce -0.3% | 73,279 | $8.1M |
| Citizens Financial Group Inc. | 0.10% | Reduce -3.0% | 73,002 | $8.1M |
| Aptus Capital Advisors, LLC | 0.06% | Add +2.0% | 72,602 | $8.0M |
| Forte Asset Management LLC | 3.27% | Add +0.5% | 72,573 | $8.0M |
| Carret Asset Management, LLC | 0.70% | Add +0.5% | 72,488 | $8.0M |
| Nadler Financial Group, Inc. | 0.67% | Add +2.8% | 71,732 | $7.9M |
| Modera Wealth Management, LLC | 0.08% | Reduce -0.1% | 71,019 | $7.8M |
| Baltimore-Washington Financial Advisors, Inc. | 0.29% | Reduce -1.6% | 70,907 | $7.8M |
| Advisory Services Network, LLC | 0.09% | Add +0.8% | 70,874 | $7.8M |
| Fifth Third Securities, Inc. | 0.44% | Add +1.3% | 70,202 | $7.7M |
| Chesapeake Wealth Management | 2.17% | Add +1.3% | 70,111 | $7.7M |
| Summit Wealth Partners, LLC | 1.09% | Reduce -2.0% | 69,625 | $7.7M |
| IFC Advisors LLC | 0.97% | Add +13.0% | 69,137 | $7.6M |
| Park Avenue Securities LLC | 0.05% | Add +0.6% | 68,472 | $7.6M |
| Dickmeyer Boyce Financial Management, Inc. | 3.91% | Add +2.0% | 68,403 | $7.5M |
| First Merchants Corp. | 0.26% | Reduce -0.7% | 68,099 | $7.5M |
| Winthrop Partners - WNY, LLC | 3.70% | Reduce -0.1% | 67,816 | $7.5M |
| One Capital Management, LLC | 0.21% | No change | 76,746 | $7.5M |
| Dorsey & Whitney Trust CO LLC | 0.36% | Add +2.4% | 67,503 | $7.4M |
| Curi Capital, LLC | 0.11% | Add +0.8% | 67,297 | $7.4M |
| Chicago Partners Investment Group LLC | 0.15% | Add +2.8% | 67,086 | $7.3M |
| Strategic Financial Partners, Ltd. | 2.75% | Reduce -23.3% | 66,112 | $7.3M |
| City Holding Co. | 0.82% | Reduce -3.7% | 65,503 | $7.2M |
| Capital Group Private Client Services, Inc. | 0.10% | Reduce -2.7% | 65,454 | $7.2M |
| CFM Wealth Partners LLC | 0.91% | Add +3.8% | 64,949 | $7.2M |
| Westshore Wealth, LLC | 2.22% | Reduce -0.7% | 64,904 | $7.2M |
| Wesbanco Bank Inc. | 0.18% | Reduce -0.1% | 63,929 | $7.1M |
| Integrated Advisors Network LLC | 0.32% | Reduce -0.6% | 63,108 | $7.0M |
| Level Four Advisory Services, LLC | 0.19% | Reduce -1.6% | 62,488 | $6.9M |
| Essex Financial Services, Inc. | 0.34% | Add +3.3% | 61,470 | $6.8M |
| Oppenheimer & Co. Inc. | 0.07% | Add +18.8% | 60,808 | $6.7M |
| Vanguard National Trust Co | 0.37% | Add +3.5% | 60,759 | $6.7M |
| TCV Trust & Wealth Management, Inc. | 0.51% | Reduce -0.5% | 60,737 | $6.7M |
| Sunburst Financial Group, LLC | 1.12% | Reduce -1.0% | 60,663 | $6.7M |
| Orin Green Financial, LLC | 2.47% | Reduce -2.2% | 60,571 | $6.7M |
| Global Retirement Partners, LLC | 0.10% | — | 60,422 | $6.7M |
| Tolleson Wealth Management, Inc. | 0.89% | Reduce -10.6% | 60,023 | $6.6M |
| First National Bank of Omaha | 0.19% | Reduce -5.8% | 59,936 | $6.6M |
| Twin Focus Capital Partners, LLC | 0.67% | Reduce -0.1% | 59,452 | $6.6M |
| New England Private Wealth Advisors LLC | 0.63% | Add +0.0% | 59,712 | $6.5M |
| Matrix Asset Advisors Inc. | 0.53% | Reduce -0.8% | 59,093 | $6.5M |
| SageView Advisory Group, LLC | 0.21% | Add +5.4% | 58,609 | $6.5M |
| Prosperity Consulting Group, LLC | 0.24% | Reduce -0.9% | 58,210 | $6.4M |
| St. Johns Investment Management Company, LLC | 2.40% | Reduce -0.5% | 57,433 | $6.3M |
| Smith Thornton Advisors LLC | 2.77% | Add +8.9% | 57,271 | $6.3M |
| Sound View Wealth Advisors Group, LLC | 0.39% | Add +0.2% | 56,915 | $6.3M |
| Carl P. Sherr & Co., LLC | 2.62% | Add +1.5% | 56,679 | $6.3M |
| Smith Chas P & Associates Pa Cpas | 0.32% | No change | 56,598 | $6.2M |
| United Capital Financial Advisors, LLC | 0.03% | Reduce -1.2% | 56,528 | $6.2M |
| Goldstone Financial Group, LLC | 0.57% | Reduce -4.0% | 56,396 | $6.2M |
| Cahaba Wealth Management, Inc. | 0.37% | Reduce -0.3% | 56,124 | $6.2M |
| Hancock Whitney Corp. | 0.10% | Reduce -0.9% | 55,880 | $6.2M |
| Kingsview Wealth Management, LLC | 0.07% | Add +20.2% | 55,749 | $6.2M |
| NTV Asset Management LLC | 0.59% | Add +0.5% | 55,047 | $6.1M |
| Tudor Investment Corporation | 0.03% | Add +397.2% | 54,868 | $6.1M |
| Canandaigua National Bank & Trust Co. | 0.51% | — | 54,356 | $6.0M |
| Cornerstone Wealth Group, LLC | 0.36% | Reduce -2.1% | 54,236 | $6.0M |
| Ames National Corp. | 3.29% | Reduce -0.3% | 54,127 | $6.0M |
| Integrated Wealth Concepts LLC | 0.04% | Add +25.9% | 53,956 | $6.0M |
| Gryphon Financial Partners LLC | 0.53% | Add +3.5% | 53,625 | $5.9M |
| Smith & Howard Wealth Management, LLC | 1.21% | Reduce -3.1% | 53,269 | $5.9M |
| Acropolis Investment Management, LLC | 0.23% | Reduce -2.5% | 52,811 | $5.8M |
| Centennial Bank | 1.87% | Add +5.0% | 52,788 | $5.8M |
| Canopy Partners, LLC | 1.72% | Add +0.3% | 51,719 | $5.7M |
| Cullen/Frost Bankers, Inc. | 0.06% | Reduce -0.2% | 51,547 | $5.7M |
| Mycio Wealth Partners, LLC | 1.03% | Add +0.2% | 49,815 | $5.5M |
| LPWM LLC | 1.21% | Add +0.0% | 49,499 | $5.5M |
| FDx Advisors, Inc. | 1.63% | Reduce -3.0% | 49,071 | $5.4M |
| Principal Securities, Inc. | 0.06% | Add +3.4% | 48,840 | $5.4M |
| Whitegate Investment Counselors, Inc. | 1.53% | Add +0.1% | 48,661 | $5.4M |
| Fort Washington Investment Advisors Inc. | 0.03% | Reduce -7.8% | 48,554 | $5.4M |
| Susquehanna International Group, LLP | 0.00% | Add +103.6% | 48,098 | $5.3M |
| BTC Capital Management, Inc. | 0.32% | Reduce -1.9% | 47,200 | $5.2M |
| HB Wealth Management, LLC | 0.03% | Add +4.3% | 47,181 | $5.2M |
| Turtle Creek Wealth Advisors, LLC | 0.27% | Reduce -8.7% | 45,810 | $5.1M |
| Trust Co. of Toledo NA | 0.42% | Reduce -1.6% | 45,661 | $5.0M |
| IHT Wealth Management, LLC | 0.11% | Add +0.5% | 45,637 | $5.0M |
| Cambient Family Office, LLC | 0.61% | Add +22.8% | 45,318 | $5.0M |
| Bedel Financial Consulting, Inc. | 0.47% | Add +4.4% | 44,786 | $4.9M |
| Legacy Trust | 0.87% | Add +3.7% | 44,570 | $4.9M |
| Ameritas Advisory Services, LLC | 0.10% | Add +29.1% | 44,158 | $4.9M |
| Triumph Capital Management | 0.88% | Reduce -26.8% | 43,905 | $4.8M |
| Laird Norton Wetherby Trust Company, LLC | 0.09% | Add +0.0% | 43,860 | $4.8M |
| Choreo, LLC | 0.05% | Reduce -4.5% | 43,505 | $4.8M |
| Davidson Trust Co. | 1.85% | Reduce -3.1% | 43,063 | $4.8M |
| Sequoia Financial Advisors, LLC | 0.02% | Reduce -0.7% | 42,875 | $4.7M |
| Citigroup Inc. | 0.00% | Reduce -0.1% | 42,013 | $4.6M |
| Quadrant Capital Group LLC | 0.13% | Reduce -3.0% | 41,945 | $4.6M |
| Farmers & Merchants Investments Inc. | 0.11% | Reduce -2.2% | 41,859 | $4.6M |
| St. Louis Trust Co | 0.53% | No change | 16,660 | $4.6M |
| Commerce Advisors, LLC | 2.48% | Add +970.0% | 41,410 | $4.6M |
| Ballentine Partners, LLC | 0.06% | No change | 41,254 | $4.6M |
| Voya Investment Management LLC | 0.00% | Reduce -60.8% | 40,546 | $4.5M |
| Greykasell Wealth Strategies, Inc. | 1.62% | Add +3.5% | 40,338 | $4.5M |
| Northwest Wealth Advisors, LLC | 2.52% | Add +2.5% | 39,833 | $4.4M |
| Bucket List Wealth Management, LLC | 2.15% | Reduce -42.3% | 39,629 | $4.4M |
| Asset Management Group, Inc. | 0.63% | Reduce -1.9% | 38,863 | $4.3M |
| Farther Finance Advisors, LLC | 0.03% | Add +5.1% | 38,510 | $4.2M |
| Advisory Resource Group | 0.64% | Add +475.7% | 38,299 | $4.2M |
| Elyxium Wealth, LLC | 0.44% | Reduce -6.0% | 38,238 | $4.2M |
| Courier Capital LLC | 0.21% | Add +6.7% | 38,200 | $4.2M |
| Daner Wealth Management, LLC | 2.28% | Reduce -2.4% | 36,612 | $4.2M |
| Financial Engines Advisors L.L.C. | 0.01% | Reduce -1.1% | 37,624 | $4.2M |
| Orion Porfolio Solutions, LLC | 0.03% | Reduce -20.3% | 37,552 | $4.1M |
| DAVENPORT & Co LLC | 0.02% | Add +52.5% | 37,166 | $4.1M |
| Private Trust Co. NA | 0.33% | Reduce -5.3% | 36,996 | $4.1M |
| Samalin Investment Counsel, LLC | 1.30% | Reduce -0.5% | 36,785 | $4.1M |
| SOA Wealth Advisors, LLC. | 0.68% | Add +22.6% | 36,764 | $4.1M |
| Aspiriant, LLC | 0.10% | Reduce -0.5% | 36,742 | $4.1M |
| Allium Financial Advisors, LLC | 2.65% | Add +11.9% | 36,717 | $4.1M |
| Silvercrest Asset Management Group LLC | 0.03% | Reduce -18.8% | 36,697 | $4.0M |
| Smith, Moore & Co. | 0.26% | Add +7.3% | 36,616 | $4.0M |
| Conservest Capital Advisors, Inc. | 0.32% | Reduce -28.8% | 36,610 | $4.0M |
| Diversify Advisory Services, LLC | 0.07% | New | 36,557 | $4.0M |
| Diversify Wealth Management, LLC | 0.07% | Add +28.9% | 36,557 | $4.0M |
| Fca Corp. | 0.99% | Add +1.4% | 36,437 | $4.0M |
| Sigma Planning Corp | 0.10% | Add +9.2% | 36,363 | $4.0M |
| Prospera Financial Services Inc | 0.06% | Add +2.3% | 36,265 | $4.0M |
| Linscomb Wealth, Inc. | 0.17% | Add +99.0% | 36,105 | $4.0M |
| Spire Wealth Management | 0.12% | Reduce -1.4% | 36,087 | $4.0M |
| Nuveen, LLC | 0.00% | New | 35,608 | $3.9M |
| Elgethun Capital Management | 0.55% | No change | 35,515 | $3.9M |
| Fort Point Capital Partners LLC | 0.42% | Add +0.7% | 35,402 | $3.9M |
| J.W. Cole Advisors, Inc. | 0.07% | New | 35,382 | $3.9M |
| Fund Evaluation Group, LLC | 0.11% | No change | 35,293 | $3.9M |
| Mather Group, Llc. | 0.03% | Reduce -0.4% | 35,265 | $3.9M |
| Arkadios Wealth Advisors | 0.06% | Add +4.0% | 34,986 | $3.9M |
| Lanark Financial, Inc. | 0.26% | Reduce -0.4% | 34,782 | $3.8M |
| Two Sigma Securities, LLC | 0.33% | New | 34,725 | $3.8M |
| Nvwm, LLC | 0.77% | Reduce -2.8% | 34,431 | $3.8M |
| GTS Securities LLC | 0.08% | New | 33,935 | $3.7M |
| Sowell Financial Services LLC | 0.12% | Add +9.3% | 33,915 | $3.7M |
| Evergreen Capital Management LLC | 0.07% | Add +10.3% | 33,718 | $3.7M |
| Catalyst Financial Partners LLC | 0.37% | Add +10.9% | 33,625 | $3.7M |
| Gladstone Institutional Advisory LLC | 0.12% | Reduce -1.4% | 33,475 | $3.7M |
| Pathway Financial Advisors LLC | 0.43% | No change | 33,355 | $3.7M |
| SouthState Bank Corp | 0.15% | Reduce -7.3% | 33,194 | $3.7M |
| Aft, Forsyth & Company, Inc. | 1.76% | Reduce -5.0% | 33,074 | $3.6M |
| GAMMA Investing LLC | 0.13% | Add +9.0% | 32,487 | $3.6M |
| Highland Capital Management, LLC | 0.16% | Reduce -7.0% | 32,289 | $3.6M |
| Geneos Wealth Management Inc. | 0.07% | Reduce -1.0% | 31,816 | $3.5M |
| Vigilare Wealth Management | 1.07% | Add +18.3% | 31,748 | $3.5M |
| OneDigital Investment Advisors LLC | 0.03% | Reduce -17.9% | 31,676 | $3.5M |
| Phillips Financial Management, LLC | 0.26% | Reduce -7.8% | 31,539 | $3.5M |
| HUB Investment Partners, LLC | 0.06% | Add +6.1% | 31,537 | $3.5M |
| Finley Financial, LLC | 1.40% | No change | 31,495 | $3.5M |
| Narus Financial Partners, LLC | 0.89% | Add +2.9% | 31,478 | $3.5M |
| Richard P Slaughter Associates Inc | 0.69% | Reduce -5.4% | 31,360 | $3.5M |
| Flagstar Securities, Inc. | 1.04% | Reduce -3.2% | 31,264 | $3.4M |
| Russell Investments Group, Ltd. | 0.00% | Add +38.1% | 31,160 | $3.4M |
| Summit Financial Strategies, Inc. | 0.24% | Add +0.0% | 31,156 | $3.4M |
| RFG - Bristol Wealth Advisors, LLC | 0.83% | Add +2.2% | 31,052 | $3.4M |
| Allen Investment Management, LLC | 0.04% | No change | 31,000 | $3.4M |
| FAS Wealth Partners, Inc. | 0.18% | Add +1.7% | 30,827 | $3.4M |
| Procyon Advisors, LLC | 0.15% | Reduce -4.3% | 30,818 | $3.4M |
| Peapack Gladstone Financial Corp. | 0.04% | Add +5.3% | 30,745 | $3.4M |
| Builder Investment Group Inc. | 0.67% | Reduce -0.9% | 30,642 | $3.4M |
| Greenleaf Trust | 0.03% | Reduce -3.9% | 30,587 | $3.4M |
| Continuum Advisory, LLC | 0.27% | Add +3.6% | 30,429 | $3.4M |
| Evercore Wealth Management, LLC | 0.05% | Add +0.3% | 30,240 | $3.3M |
| Hilltop Wealth Advisors, LLC | 1.66% | Add +6.7% | 30,033 | $3.3M |
| HSBC Holdings PLC | 0.00% | Add +4.0% | 29,899 | $3.3M |
| JSF Financial, LLC | 0.53% | Add +10.5% | 29,848 | $3.3M |
| Valmark Advisers, Inc. | 0.03% | Add +0.0% | 29,734 | $3.3M |
| World Investment Advisors | 0.05% | Reduce -2.3% | 33,305 | $3.3M |
| Granville Capital, Inc. | 1.45% | Reduce -6.8% | 29,465 | $3.3M |
| Apollon Wealth Management, LLC | 0.04% | Add +0.7% | 29,363 | $3.2M |
| KKM Financial LLC | 0.44% | Reduce -1.3% | 29,263 | $3.2M |
| Americana Partners, LLC | 0.07% | Add +37.8% | 28,601 | $3.2M |
| Pasadena Private Wealth, LLC | 0.40% | No change | 28,500 | $3.1M |
| First United Bank & Trust | 0.90% | Reduce -0.6% | 28,495 | $3.1M |
| Anchor Capital Advisors LLC | 0.09% | Add +0.1% | 28,435 | $3.1M |
| PFG Advisors | 0.16% | Add +2.9% | 28,394 | $3.1M |
| Cozad Asset Management Inc. | 0.20% | Reduce -1.3% | 28,370 | $3.1M |
| Trivium Point Advisory, LLC | 0.28% | Add +14.4% | 28,043 | $3.1M |
| Councilor Wealth, LLC | 1.25% | No change | 28,043 | $3.1M |
| Frank, Rimerman Advisors LLC | 0.17% | Add +0.1% | 27,725 | $3.1M |
| McKinley Carter Wealth Services, Inc. | 0.16% | Reduce -4.5% | 27,654 | $3.1M |
| Paller Financial Services Inc | 2.28% | Add +20.0% | 27,615 | $3.0M |
| Wealthfront Advisers LLC | 0.01% | Reduce -2.9% | 27,518 | $3.0M |
| HT Partners LLC | 0.82% | No change | 26,956 | $3.0M |
| Brick & Kyle, Associates | 0.98% | No change | 30,444 | $3.0M |
| Resonant Capital Advisors, LLC | 0.14% | No change | 26,391 | $2.9M |
| Naples Global Advisors, LLC | 0.18% | Reduce -0.5% | 26,367 | $2.9M |
| JFS Wealth Advisors, LLC | 0.14% | Reduce -0.4% | 26,268 | $2.9M |
| Chokshi & Queen Wealth Advisors, Inc | 1.34% | Reduce -0.8% | 26,257 | $2.9M |
| SCS Capital Management LLC | 0.03% | Reduce -31.7% | 25,923 | $2.9M |
| Cahill Financial Advisors Inc. | 0.27% | Reduce -4.7% | 25,901 | $2.9M |
| TD Waterhouse Canada Inc. | 0.01% | Add +3.9% | 25,909 | $2.9M |
| Meridian Financial Partners LLC | 0.96% | No change | 25,642 | $2.8M |
| Nations Financial Group Inc, /Ia/ | 0.13% | Add +3.5% | 25,324 | $2.8M |
| Crescent Grove Advisors, LLC | 0.23% | Add +3.1% | 25,006 | $2.8M |
| Allworth Financial LP | 0.01% | Add +3.5% | 24,695 | $2.7M |
| Indiana Trust & Investment Management Co | 0.74% | Add +0.1% | 24,651 | $2.7M |
| EverSource Wealth Advisors, LLC | 0.09% | Reduce -2.7% | 24,452 | $2.7M |
| Cornerstone Wealth Management, LLC | 0.12% | Reduce -0.2% | 24,323 | $2.7M |
| Prairie Advisory, LLC | 0.64% | — | 24,305 | $2.7M |
| Xcelsior Advisor Partners LLC | 0.35% | Add +116.4% | 24,149 | $2.7M |
| Nvest Financial, LLC | 0.84% | Add +9.8% | 24,086 | $2.7M |
| Lee, Kelleher & Klein Wealth Management | 1.39% | Reduce -8.9% | 24,077 | $2.7M |
| Goelzer Investment Management, Inc. | 0.12% | Reduce -0.4% | 24,069 | $2.7M |
| Dagco, Inc. | 0.49% | Reduce -0.7% | 23,862 | $2.6M |
| Forefront Wealth Partners, LLC | 0.81% | Add +80.2% | 23,781 | $2.6M |
| St. Clair Advisors, LLC | 0.67% | Reduce -40.1% | 23,625 | $2.6M |
| Dover Advisors, LLC | 1.06% | Add +3.5% | 26,847 | $2.6M |
| Marquette Asset Management, LLC | 0.33% | Reduce -0.4% | 23,315 | $2.6M |
| Grove Bank & Trust | 0.26% | Reduce -16.5% | 23,310 | $2.6M |
| FARMERS & MERCHANTS TRUST Co OF LONG BEACH | 0.55% | Reduce -0.1% | 23,286 | $2.6M |
| Rainier Family Wealth Inc. | 1.46% | Add +4.1% | 23,258 | $2.6M |
| Nicolet Bankshares Inc. | 0.08% | Reduce -3.3% | 23,235 | $2.6M |
| Middleton & Co. Inc. | 0.27% | Reduce -1.6% | 23,103 | $2.5M |
| 1ST Source Bank | 0.12% | Add +1.7% | 23,100 | $2.5M |
| 1900 Wealth Management LLC | 0.14% | Add +0.2% | 23,048 | $2.5M |
| ABLE Financial Group, LLC | 0.42% | Reduce -1.4% | 22,914 | $2.5M |
| SVB Wealth LLC | 0.16% | Reduce -0.5% | 22,894 | $2.5M |
| Knightsbridge Asset Management, LLC | 0.33% | Reduce -10.0% | 22,770 | $2.5M |
| Alley Investment Management Company, LLC | 0.29% | Reduce -2.9% | 22,725 | $2.5M |
| LCNB Corp. | 0.77% | Reduce -0.9% | 22,673 | $2.5M |
| Venture Visionary Partners LLC | 0.07% | Reduce -1.5% | 22,618 | $2.5M |
| Saxon Interests, Inc. | 0.68% | Reduce -3.8% | 22,465 | $2.5M |
| Welch & Forbes LLC | 0.03% | Reduce -0.3% | 22,380 | $2.5M |
| White Pine Capital LLC | 0.58% | Add +28.5% | 22,365 | $2.5M |
| Venturi Wealth Management, LLC | 0.10% | No change | 22,280 | $2.5M |
| Boston Trust Walden Corp | 0.02% | Add +12.9% | 22,275 | $2.5M |
| Flow Traders U.S. LLC | 0.10% | New | 22,250 | $2.5M |
| BankPlus Wealth Management LLC | 1.10% | Reduce -1.2% | 22,174 | $2.4M |
| Burke & Herbert Bank & Trust Co. | 0.61% | Reduce -0.1% | 22,170 | $2.4M |
| Lavelle Capital LP | 1.24% | No change | 22,163 | $2.4M |
| Ellenbecker Investment Group | 0.28% | Reduce -1.4% | 22,083 | $2.4M |
| Weatherly Asset Management L. P. | 0.17% | Reduce -0.1% | 22,071 | $2.4M |
| Bluespring Wealth Management, LLC | 0.05% | New | 22,022 | $2.4M |
| Moneywise, Inc. | 0.91% | Add +29.5% | 22,022 | $2.4M |
| Corepath Wealth Partners LLC | 1.51% | Add +4.4% | 22,166 | $2.4M |
| Busey Bank | 0.06% | Reduce -0.8% | 21,797 | $2.4M |
| Paladin Partners, LLC | 1.59% | No change | 21,740 | $2.4M |
| Fiduciary Trust Co | 0.03% | Reduce -0.7% | 21,654 | $2.4M |
| Chesley Taft & Associates LLC | 0.09% | No change | 21,558 | $2.4M |
| Cary Street Partners Financial LLC | 0.05% | Add +9.4% | 21,516 | $2.4M |
| Stratos Wealth Advisors, LLC | 0.13% | Add +3.6% | 21,370 | $2.4M |
| Oliver Luxxe Assets LLC | 0.35% | Reduce -2.5% | 21,281 | $2.3M |
| Merit Financial Group, LLC | 0.01% | Reduce -4.5% | 21,256 | $2.3M |
| Parsons Capital Management Inc. | 0.11% | Add +18.8% | 21,158 | $2.3M |
| Appleton Partners Inc. | 0.14% | Reduce -4.3% | 21,092 | $2.3M |
| Columbus Macro, LLC | 0.23% | Add +2.7% | 21,079 | $2.3M |
| Harbour Investments, Inc. | 0.03% | Reduce -2.6% | 21,070 | $2.3M |
| HORAN Wealth, LLC | 0.29% | Reduce -50.2% | 21,020 | $2.3M |
| Quantum Financial Partners LLC | 1.18% | — | 20,960 | $2.3M |
| Chapin Davis, Inc. | 0.41% | Reduce -43.3% | 20,906 | $2.3M |
| Empowered Funds, LLC | 0.01% | Add +854.1% | 20,885 | $2.3M |
| Retirement Income Solutions, Inc. | 0.40% | No change | 23,684 | $2.3M |
| Evensky & Katz LLC | 0.12% | Add +0.2% | 20,831 | $2.3M |
| O'shaughnessy Asset Management, LLC | 0.01% | Reduce -35.8% | 20,584 | $2.3M |
| Ancora Advisors LLC | 0.04% | Reduce -4.7% | 20,551 | $2.3M |
| HBK Sorce Advisory LLC | 0.04% | Add +19.7% | 20,106 | $2.3M |
| Gilman Hill Asset Management, LLC | 0.31% | Reduce -0.3% | 20,421 | $2.3M |
| Vise Technologies, Inc. | 0.03% | Add +172.0% | 20,336 | $2.2M |
| Climber Capital SA | 1.36% | Add +1.1% | 21,378 | $2.2M |
| Erste Asset Management GmbH | 0.02% | Reduce -44.7% | 20,200 | $2.2M |
| Clark Capital Management Group, Inc. | 0.01% | Add +7.9% | 20,056 | $2.2M |
| Roble, Belko & Company, Inc | 0.24% | Reduce -0.1% | 19,942 | $2.2M |
| Flputnam Investment Management Co. | 0.03% | Add +5.2% | 19,782 | $2.2M |
| Southern Capital Advisors, LLC | 0.90% | Add +0.6% | 19,611 | $2.2M |
| Cambria Investment Management, L.P. | 0.11% | New | 19,584 | $2.2M |
| Manchester Capital Management LLC | 0.28% | Reduce -7.1% | 19,568 | $2.2M |
| Zhang Financial LLC | 0.06% | Add +0.0% | 19,397 | $2.1M |
| Parallel Advisors, LLC | 0.03% | Reduce -14.5% | 19,355 | $2.1M |
| Sagespring Wealth Partners, LLC | 0.03% | Add +7.6% | 19,249 | $2.1M |
| Matrix Private Capital Group LLC | 0.92% | Add +4.3% | 19,226 | $2.1M |
| Csenge Advisory Group | 0.09% | Add +0.4% | 19,164 | $2.1M |
| BG Investment Services, LLC | 1.52% | Reduce -3.5% | 19,094 | $2.1M |
| Waters Parkerson & Co., LLC | 0.10% | No change | 19,065 | $2.1M |
| RiverFront Investment Group, LLC | 0.03% | Add +49.1% | 19,015 | $2.1M |
| Peoples Bank | 1.08% | Reduce -0.9% | 18,962 | $2.1M |
| Farmers National Bank | 0.44% | Reduce -6.8% | 18,906 | $2.1M |
| Certuity, LLC | 0.10% | No change | 18,859 | $2.1M |
| Legacy Bridge, LLC | 0.64% | No change | 18,854 | $2.1M |
| Montecito Bank & Trust | 0.31% | Add +0.0% | 18,844 | $2.1M |
| Private Management Group Inc. | 0.05% | Add +0.1% | 18,825 | $2.1M |
| MBL Wealth, LLC | 0.14% | Reduce -4.9% | 18,394 | $2.0M |
| Denver PWM, LLC | 0.66% | Reduce -0.5% | 17,588 | $2.0M |
| Guardian Wealth Advisors, LLC | 1.00% | Reduce -0.9% | 18,130 | $2.0M |
| Forvis Mazars Wealth Advisors, LLC | 0.03% | Reduce -11.3% | 18,101 | $2.0M |
| Ausdal Financial Partners, Inc. | 0.08% | Reduce -1.6% | 18,086 | $2.0M |
| Fairway Wealth LLC | 0.46% | Reduce -4.6% | 18,083 | $2.0M |
| Great Valley Advisor Group, Inc. | 0.03% | Add +7.8% | 18,000 | $2.0M |
| Well Done, LLC | 0.27% | Add +1.5% | 17,968 | $2.0M |
| Clear Harbor Asset Management, LLC | 0.12% | Add +1.1% | 17,939 | $2.0M |
| B. Riley Wealth Advisors, Inc. | 0.11% | Reduce -0.8% | 17,939 | $2.0M |
| Eastern Bank | 0.03% | Reduce -9.9% | 17,827 | $2.0M |
| Belpointe Asset Management LLC | 0.06% | Add +0.2% | 17,807 | $2.0M |
| Roundview Capital LLC | 0.11% | No change | 17,674 | $1.9M |
| Newport Capital Group, LLC | 1.09% | Reduce -0.8% | 17,565 | $1.9M |
| Zions Bancorporation, National Association | 0.12% | Reduce -3.0% | 17,561 | $1.9M |
| GGM Financial LLC | 0.73% | Reduce -87.7% | 17,549 | $1.9M |
| Sage Capital Advisors,llc | 0.40% | Reduce -0.5% | 17,538 | $1.9M |
| Financial Partners Group, Inc | 0.20% | Reduce -1.9% | 17,527 | $1.9M |
| Atala Financial Inc | 1.17% | Reduce -3.4% | 17,510 | $1.9M |
| SigFig Wealth Management, LLC | 0.05% | Reduce -4.3% | 17,285 | $1.9M |
| Pinnacle Associates Ltd. | 0.02% | No change | 17,246 | $1.9M |
| Davis R M Inc. | 0.03% | Reduce -1.1% | 17,211 | $1.9M |
| Odyssey Capital Advisors, Inc. | 1.35% | Add +15.7% | 17,145 | $1.9M |
| WestHill Financial Advisors, Inc. | 0.32% | Reduce -0.6% | 17,047 | $1.9M |
| Strategic Family Wealth Counselors, L.L.C. | 0.43% | No change | 16,870 | $1.9M |
| Plum Street Advisors, LLC | 0.59% | No change | 16,864 | $1.9M |
| Pallas Capital Advisors LLC | 0.06% | Add +12.0% | 16,839 | $1.9M |
| Caprock Group, LLC | 0.04% | Add +0.0% | 16,796 | $1.9M |
| Crumly & Associates Inc. | 0.35% | Reduce -4.4% | 16,792 | $1.9M |
| Hilltop Holdings Inc. | 0.15% | New | 16,739 | $1.8M |
| Conning Inc. | 0.06% | Reduce -10.3% | 16,697 | $1.8M |
| Fiera Capital Corp | 0.01% | Reduce -6.4% | 16,695 | $1.8M |
| Boston Family Office LLC | 0.11% | Reduce -0.3% | 16,570 | $1.8M |
| Heritage Investors Management Corp. | 0.05% | Reduce -0.5% | 16,550 | $1.8M |
| Zacks Investment Management | 0.01% | Add +24.8% | 16,423 | $1.8M |
| Kohmann Bosshard Financial Services, LLC | 0.15% | Add +0.2% | 16,376 | $1.8M |
| West Paces Advisors Inc. | 0.30% | Add +11.4% | 16,263 | $1.8M |
| Baker Ellis Asset Management LLC | 0.19% | No change | 16,214 | $1.8M |
| Carroll Advisory Group, LLC | 0.58% | Reduce -1.8% | 16,133 | $1.8M |
| First Hawaiian Bank | 0.22% | No change | 16,047 | $1.8M |
| Compton Wealth Advisory Group, LLC | 0.35% | Add +0.0% | 15,953 | $1.8M |
| BBR Partners, LLC | 0.08% | New | 15,802 | $1.7M |
| Parkside Financial Bank & Trust | 0.12% | Add +1.8% | 15,770 | $1.7M |
| Choate Investment Advisors | 0.03% | Reduce -2.6% | 15,741 | $1.7M |
| Nordwand Advisors, LLC | 0.27% | Add +32.9% | 15,680 | $1.7M |
| Lowe Brockenbrough & Co. Inc. | 0.08% | No change | 15,672 | $1.7M |
| IFG Advisors, LLC | 0.24% | Reduce -1.7% | 15,657 | $1.7M |
| Indivisible Partners | 0.10% | Add +57.4% | 15,653 | $1.7M |
| Strategic Advisors LLC | 0.38% | Reduce -9.2% | 15,554 | $1.7M |
| North Berkeley Wealth Management, LLC | 0.69% | Add +15.1% | 15,435 | $1.7M |
| Asset Allocation Strategies LLC | 0.26% | Reduce -6.1% | 15,409 | $1.7M |
| Noble Wealth Partners LLC | 1.47% | — | 15,342 | $1.7M |
| Partners Capital Investment Group, LLP | 0.06% | Add +0.3% | 15,321 | $1.7M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.19% | Add +0.3% | 15,276 | $1.7M |
| Monetary Management Group Inc. | 0.34% | Add +7.8% | 15,205 | $1.7M |
| WCG Wealth Advisors LLC | 0.04% | Add +15.1% | 15,161 | $1.7M |
| Daymark Wealth Partners, LLC | 0.04% | Add +0.2% | 15,110 | $1.7M |
| Luminvest Wealth Management LLC | 0.39% | No change | 15,056 | $1.7M |
| Simplicity Wealth,LLC | 0.06% | Add +3.4% | 14,948 | $1.6M |
| PFG Investments, LLC | 0.06% | Reduce -4.1% | 14,919 | $1.6M |
| Empirical Asset Management, LLC | 0.37% | Add +0.5% | 14,917 | $1.6M |
| Argentarii, LLC | 0.50% | No change | 14,507 | $1.6M |
| MassMutual Private Wealth & Trust, FSB | 0.04% | Reduce -19.4% | 14,830 | $1.6M |
| Renaissance Technologies | 0.00% | Reduce -41.3% | 14,800 | $1.6M |
| Webster Bank, N. A. | 0.14% | Reduce -10.0% | 14,795 | $1.6M |
| Sage Mountain Advisors LLC | 0.10% | No change | 14,756 | $1.6M |
| Avior Wealth Management, LLC | 0.04% | Reduce -5.3% | 14,748 | $1.6M |
| Fulcrum Capital LLC | 0.33% | Reduce -9.2% | 14,713 | $1.6M |
| SlateStone Wealth, LLC | 0.12% | Reduce -1.8% | 14,672 | $1.6M |
| Compass Capital Corp. /Ma/ | 0.53% | Reduce -1.2% | 14,250 | $1.6M |
| Madison Asset Management, LLC | 0.02% | Add +49.9% | 14,618 | $1.6M |
| Okabena Investment Services Inc. | 0.29% | Reduce -0.1% | 14,528 | $1.6M |
| Allspring Global Investments Holdings, LLC | 0.00% | Reduce -64.1% | 14,537 | $1.6M |
| Connecticut Wealth Management, LLC | 0.06% | No change | 14,469 | $1.6M |
| MBA Advisors LLC | 0.54% | No change | 14,412 | $1.6M |
| Beese Fulmer Investment Management, Inc. | 0.09% | Add +0.5% | 14,401 | $1.6M |
| Atlas Brown,Inc. | 0.43% | Reduce -1.9% | 14,399 | $1.6M |
| Montag A & Associates Inc. | 0.07% | Add +1.6% | 14,354 | $1.6M |
| Centennial Wealth Advisory LLC | 0.34% | Reduce -1.5% | 14,347 | $1.6M |
| Bison Wealth, LLC | 0.15% | Add +2.4% | 14,280 | $1.6M |
| Tower Bridge Advisors | 0.14% | Reduce -13.8% | 14,292 | $1.6M |
| Assetmark, Inc. | 0.00% | Reduce -14.2% | 14,279 | $1.6M |
| Hapanowicz & Associates Financial Services, Inc | 0.49% | Reduce -4.2% | 14,146 | $1.6M |
| Bill Few Associates, Inc. | 0.33% | No change | 14,013 | $1.5M |
| SeaBridge Investment Advisors LLC | 0.22% | No change | 14,001 | $1.5M |
| Calamos Wealth Management LLC | 0.05% | Reduce -0.9% | 13,976 | $1.5M |
| Philadelphia Trust Co. | 0.10% | No change | 13,913 | $1.5M |
| Caliber Wealth Management, LLC / KS | 0.15% | Reduce -3.2% | 13,875 | $1.5M |
| Public Employees Retirement System of Ohio | 0.00% | New | 13,807 | $1.5M |
| Brown Brothers Harriman & Co. | 0.01% | Add +22.5% | 13,759 | $1.5M |
| Dominguez Wealth Management Solutions, Inc. | 0.83% | Reduce -0.7% | 13,727 | $1.5M |
| IFP Advisors, Inc | 0.03% | Add +30.3% | 13,703 | $1.5M |
| First Financial Bank - Trust Division | 0.11% | Reduce -2.0% | 13,698 | $1.5M |
| Orgel Wealth Management, LLC | 0.03% | Reduce -4.4% | 13,639 | $1.5M |
| Winthrop Advisory Group LLC | 0.10% | Add +3.6% | 13,572 | $1.5M |
| Heartland Bank & Trust Co | 0.31% | Reduce -0.9% | 13,570 | $1.5M |
| QRG Capital Management, Inc. | 0.01% | Add +171.4% | 13,469 | $1.5M |
| Klingman & Associates, LLC | 0.06% | Reduce -2.2% | 13,466 | $1.5M |
| Cypress Capital Group | 0.14% | Add +17.0% | 13,351 | $1.5M |
| Ehrenkranz Partners L.P. | 0.85% | Reduce -1.3% | 13,326 | $1.5M |
| Strategic Blueprint, LLC | 0.07% | Add +4.8% | 13,325 | $1.5M |
| Patriot Investment Management Group, Inc. | 0.08% | No change | 13,244 | $1.5M |
| MidFirst Bank | 0.10% | Add +1.3% | 13,206 | $1.5M |
| Focus Partners Advisor Solutions, LLC | 0.01% | Add +3.9% | 13,196 | $1.5M |
| Oxford Financial Group, LTD. LLC | 0.07% | No change | 13,161 | $1.5M |
| Pacific Park Financial, Inc. | 0.84% | Add +7.8% | 13,112 | $1.4M |
| Independent Financial Group, LLC | 0.03% | Add +7.5% | 13,086 | $1.4M |
| Live Oak Private Wealth LLC | 0.18% | No change | 13,084 | $1.4M |
| Angeles Wealth Management, LLC | 0.07% | Add +64.0% | 13,023 | $1.4M |
| Wedmont Private Capital | 0.04% | Add +40.6% | 13,043 | $1.4M |
| Advisors Capital Management, LLC | 0.02% | Add +8.6% | 12,992 | $1.4M |
| RMR Wealth Builders | 0.09% | Reduce -5.8% | 12,984 | $1.4M |
| Occidental Asset Management, LLC | 0.14% | Reduce -0.8% | 12,861 | $1.4M |
| Investors Research Corp | 0.25% | Reduce -28.7% | 12,640 | $1.4M |
| Modern Wealth Management, LLC | 0.02% | Add +43.1% | 12,597 | $1.4M |
| Arrowroot Family Office, LLC | 0.40% | Reduce -0.4% | 12,564 | $1.4M |
| CENTRAL TRUST Co | 0.03% | Add +9.4% | 12,557 | $1.4M |
| Simmons Bank | 0.08% | Reduce -35.8% | 12,518 | $1.4M |
| Savvy Advisors, Inc. | 0.03% | Add +11.6% | 12,473 | $1.4M |
| Sapient Capital LLC | 0.02% | No change | 12,448 | $1.4M |
| Sterling Capital Management LLC | 0.02% | Reduce -0.9% | 12,397 | $1.4M |
| Earnest Partners LLC | 0.00% | Reduce -48.0% | 12,242 | $1.4M |
| Snowden Capital Advisors LLC | 0.03% | Reduce -7.4% | 12,233 | $1.3M |
| Cambridge Associates LLC /Ma/ | 0.02% | No change | 12,198 | $1.3M |
| Leslie Global Wealth, LLC | 0.52% | Add +6.6% | 12,181 | $1.3M |
| Penobscot Wealth Management | 0.36% | Add +3.0% | 12,156 | $1.3M |
| Becker Capital Management Inc. | 0.04% | No change | 12,144 | $1.3M |
| Perennial Investment Advisors, LLC | 0.09% | Add +17.6% | 12,128 | $1.3M |
| Atria Investments, Inc | 0.01% | Add +74.7% | 12,036 | $1.3M |
| Allstate Corp. | 0.01% | Add +164.0% | 12,012 | $1.3M |
| Radnor Capital Management, LLC | 0.19% | No change | 12,010 | $1.3M |
| Capital City Trust Co. | 0.27% | Add +202.0% | 11,991 | $1.3M |
| Evernest Financial Advisors, LLC | 0.28% | Reduce -24.7% | 11,979 | $1.3M |
| Koss-Olinger Consulting, LLC | 0.10% | Reduce -89.5% | 11,950 | $1.3M |
| Seneca Financial Advisors LLC | 0.34% | Add +0.3% | 11,824 | $1.3M |
| Moneco Advisors, LLC | 0.08% | Add +19.9% | 11,776 | $1.3M |
| Heritage Trust Co | 0.11% | No change | 11,732 | $1.3M |
| Y-Intercept (Hong Kong) Ltd | 0.03% | Add +232.9% | 11,700 | $1.3M |
| Pine Haven Investment Counsel, Inc | 0.85% | No change | 11,522 | $1.3M |
| Plus Group Wealth Advisors LLC | 1.20% | New | 11,518 | $1.3M |
| Compound Planning, Inc. | 0.03% | Reduce -4.1% | 11,482 | $1.3M |
| Kirtland Hills Capital Management, LLC | 0.36% | No change | 11,454 | $1.3M |
| Leavell Investment Management, Inc. | 0.05% | Add +14.8% | 11,411 | $1.3M |
| Pps&v Asset Management Consultants, Inc. | 0.68% | Reduce -3.4% | 11,366 | $1.3M |
| TPG Financial Advisors, LLC | 0.37% | Reduce -2.1% | 11,353 | $1.3M |
| USAdvisors Wealth Management, LLC | 0.36% | Reduce -1.1% | 11,341 | $1.3M |
| Cassaday & Co Wealth Management LLC | 0.02% | Reduce -10.1% | 11,329 | $1.2M |
| Midwest Financial Group LLC | 0.43% | Add +27.6% | 11,182 | $1.2M |
| Rare Wolf Capital LLC | 0.79% | Add +0.0% | 11,151 | $1.2M |
| Bar Harbor Wealth Management | 0.07% | Reduce -1.9% | 11,095 | $1.2M |
| Thoroughbred Financial Services, LLC | 0.06% | Add +0.8% | 11,096 | $1.2M |
| Jupiter Wealth Management LLC | 0.49% | No change | 11,000 | $1.2M |
| Kendall Capital Management | 0.20% | No change | 11,000 | $1.2M |
| Blue Trust, Inc. | 0.01% | Reduce -31.6% | 10,953 | $1.2M |
| Wellspring Financial Advisors, LLC | 0.08% | No change | 10,932 | $1.2M |
| Stillwater Capital Advisors, LLC | 0.12% | Add +0.0% | 10,873 | $1.2M |
| Columbia Asset Management | 0.21% | No change | 10,872 | $1.2M |
| Operose Advisors LLC | 0.23% | Add +1.9% | 10,769 | $1.2M |
| Pinney & Scofield, Inc. | 0.58% | No change | 10,760 | $1.2M |
| Duncker Streett & Co. Inc. | 0.20% | Reduce -0.9% | 10,731 | $1.2M |
| Birch Hill Investment Advisors LLC | 0.05% | No change | 10,706 | $1.2M |
| Mission Wealth Management, LP | 0.01% | Add +36.3% | 10,682 | $1.2M |
| NBT Bank, N.A. | 0.08% | Add +0.0% | 10,673 | $1.2M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.02% | Reduce -1.6% | 10,669 | $1.2M |
| Western Wealth Management, LLC | 0.04% | Reduce -1.8% | 10,666 | $1.2M |
| Sunbeam Capital Management, LLC | 0.53% | Reduce -18.3% | 10,586 | $1.2M |
| Ofc Financial Planning, LLC | 1.03% | No change | 10,549 | $1.2M |
| Mill Capital Management, LLC | 0.08% | No change | 10,524 | $1.2M |
| Lyell Wealth Management, LP | 0.07% | Reduce -10.3% | 10,512 | $1.2M |
| Center for Wealth Management Advisory | 0.72% | No change | 10,427 | $1.2M |
| Retirement Planning Group, LLC | 0.03% | Reduce -2.9% | 10,365 | $1.1M |
| Neuberger Berman Group LLC | 0.00% | Add +0.2% | 10,336 | $1.1M |
| Harbor Investment Advisory, LLC | 0.08% | No change | 10,332 | $1.1M |
| Ritter Daniher Financial Advisory LLC / DE | 0.17% | Reduce -1.1% | 10,326 | $1.1M |
| International Assets Investment Management, LLC | 0.07% | Add +34.9% | 10,331 | $1.1M |
| Narwhal Capital Management | 0.08% | No change | 10,231 | $1.1M |
| Mason & Associates, LLC | 0.23% | Reduce -0.3% | 10,201 | $1.1M |
| First Financial Bankshares Inc | 0.02% | No change | 10,196 | $1.1M |
| Advisor Resource Council | 0.37% | No change | 10,112 | $1.1M |
| Nwam LLC | 0.06% | Add +72.4% | 10,093 | $1.1M |
| Moors & Cabot, Inc. | 0.04% | Reduce -2.4% | 9,998 | $1.1M |
| Breakwater Capital Group | 0.13% | No change | 9,950 | $1.1M |
| American Wealth Advisors, LLC | 1.03% | Add +1.3% | 9,931 | $1.1M |
| Vontobel Holding Ltd. | 0.00% | No change | 9,925 | $1.1M |
| Vista Capital Partners, Inc. | 0.10% | No change | 9,886 | $1.1M |
| RKL Wealth Management LLC | 0.09% | Reduce -4.4% | 9,876 | $1.1M |
| Benjamin Edwards Inc. | 0.01% | Reduce -6.2% | 9,756 | $1.1M |
| North Star Investment Management Corp. | 0.06% | No change | 9,660 | $1.1M |
| Apella Capital, LLC | 0.02% | No change | 9,684 | $1.1M |
| AlphaCore Capital LLC | 0.02% | Add +24.7% | 9,571 | $1.1M |
| Asset Advisory Group, Inc. | 0.46% | Add +0.1% | 9,558 | $1.1M |
| Guardian Wealth Advisors, LLC / NC | 0.06% | No change | 9,551 | $1.1M |
| Pinnacle Wealth Management Advisory Group, LLC | 0.06% | No change | 9,538 | $1.1M |
| Plante Moran Financial Advisors, LLC | 0.05% | Add +0.3% | 9,524 | $1.1M |
| Burling Wealth Partners, LLC | 0.15% | No change | 9,473 | $1.0M |
| Pension & Wealth Management Advisors, Inc. | 0.28% | Reduce -7.5% | 9,408 | $1.0M |
| Beacon Financial Advisory LLC | 0.20% | Add +0.1% | 9,402 | $1.0M |
| Patten & Patten Inc. | 0.05% | No change | 9,400 | $1.0M |
| Parthenon LLC | 0.11% | No change | 9,323 | $1.0M |
| Harbor Asset Planning, Inc. | 0.77% | Add +0.3% | 9,294 | $1.0M |
| Dana Investment Advisors, Inc. | 0.03% | Add +3.8% | 9,286 | $1.0M |
| Circle Wealth Management, LLC | 0.01% | Add +0.0% | 9,249 | $1.0M |
| CWA Asset Management Group, LLC | 0.03% | Add +3.8% | 9,249 | $1.0M |
| Transcend Capital Advisors, LLC | 0.07% | Reduce -0.3% | 9,238 | $1.0M |
| Waldron Private Wealth LLC | 0.04% | Reduce -8.4% | 9,213 | $1.0M |
| Whitener Capital Management, Inc. | 0.21% | Add +120.5% | 9,199 | $1.0M |
| E&G Advisors, LLC | 0.20% | No change | 9,153 | $1.0M |
| Buckhead Capital Management LLC | 0.34% | No change | 9,116 | $1.0M |
| Goldstein Advisors, LLC | 0.09% | No change | 9,112 | $1.0M |
| Higgins & Schmidt Wealth Strategies LLC | 0.41% | Reduce -7.1% | 9,086 | $1.0M |
| UNIVEST FINANCIAL Corp | 0.05% | Add +23.9% | 9,081 | $1.0M |
| Selective Wealth Management, Inc. | 0.26% | No change | 9,158 | $1.0M |
| GeoWealth Management, LLC | 0.03% | Reduce -0.8% | 9,066 | $1.0M |
| BIP Wealth, LLC | 0.03% | Add +9.7% | 9,059 | $999K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | No change | 8,990 | $992K |
| LGL Partners, LLC | 0.36% | Add +0.3% | 8,978 | $990K |
| Capital Investment Advisors, LLC | 0.01% | Reduce -0.2% | 8,949 | $987K |
| Rehmann Capital Advisory Group | 0.05% | Add +6.7% | 8,948 | $987K |
| Center for Financial Planning, Inc. | 0.09% | Reduce -0.5% | 8,896 | $981K |
| Baron Wealth Management LLC | 0.25% | Reduce -0.6% | 8,889 | $981K |
| Paces Ferry Wealth Advisors, LLC | 0.37% | Reduce -0.8% | 8,846 | $976K |
| Midland Wealth Advisors, LLC | 0.05% | Reduce -7.1% | 8,826 | $974K |
| Heritage Wealth Advisors | 0.03% | No change | 8,801 | $971K |
| Certified Advisory Corp | 0.08% | Add +3.6% | 8,801 | $971K |
| Innovative Wealth Building LLC | 0.56% | Add +8.5% | 8,787 | $969K |
| GC Wealth Management RIA, LLC | 0.06% | Reduce -42.1% | 8,774 | $968K |
| Lee Danner & Bass Inc. | 0.06% | No change | 8,766 | $967K |
| American National Bank & Trust | 0.08% | Add +1.7% | 8,760 | $966K |
| Brown, Lisle/Cummings, Inc. | 0.22% | No change | 8,700 | $960K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.05% | Reduce -3.8% | 8,649 | $954K |
| Crusonia Wealth Advisors LLC | 0.16% | Add +196.8% | 8,646 | $954K |
| Larson Financial Group LLC | 0.03% | Add +13.4% | 8,636 | $953K |
| Precision Wealth Strategies, LLC | 0.28% | No change | 8,533 | $941K |
| Curio Wealth, LLC | 0.29% | Add +6.4% | 8,519 | $940K |
| Spirepoint Private Client, LLC | 0.08% | No change | 8,516 | $939K |
| Insigneo Advisory Services, LLC | 0.04% | Reduce -4.5% | 8,504 | $938K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.02% | Add +6.9% | 8,453 | $933K |
| CreativeOne Wealth, LLC | 0.02% | Reduce -1.7% | 8,432 | $930K |
| Tranquility Partners, LLC | 0.32% | Add +1.9% | 8,425 | $929K |
| Central Bank & Trust Co. | 0.13% | Add +0.5% | 8,400 | $927K |
| Glassman Wealth Services | 0.11% | No change | 8,397 | $926K |
| Baldwin Investment Management, LLC | 0.09% | No change | 8,363 | $923K |
| S&co Inc. | 0.05% | No change | 8,344 | $920K |
| Pacific Financial Group Inc. | 0.44% | Add +0.2% | 8,324 | $918K |
| Ironwood Financial, llc | 0.14% | Reduce -0.1% | 8,333 | $915K |
| Brasada Capital Management, LP | 0.16% | Add +4.4% | 8,261 | $911K |
| Fulton Breakefield Broenniman LLC | 0.05% | Reduce -0.5% | 8,257 | $911K |
| Kanawha Capital Management LLC | 0.06% | Reduce -0.6% | 8,256 | $911K |
| BLB&B Advisors, LLC | 0.03% | Add +18.8% | 8,241 | $909K |
| Bragg Financial Advisors, Inc | 0.02% | Add +9.1% | 8,234 | $908K |
| Foundations Investment Advisors, LLC | 0.01% | Reduce -1.2% | 8,220 | $907K |
| Triad Wealth Partners, LLC | 0.05% | Add +22.8% | 8,140 | $904K |
| Focused Alpha, LLC | 0.23% | Add +6.2% | 8,187 | $903K |
| Beaumont Financial Advisors, LLC | 0.06% | No change | 8,166 | $901K |
| Smith Salley Wealth Management | 0.04% | Add +2.3% | 8,136 | $898K |
| Summit Investment Advisory Services, LLC | 0.22% | Add +0.7% | 8,079 | $891K |
| New England Professional Planning Group Inc. | 0.33% | Add +0.1% | 8,058 | $889K |
| Essex Bank | 0.19% | Add +0.5% | 8,044 | $887K |
| CVFG LLC | 0.09% | Add +4.2% | 8,039 | $887K |
| Fermata Advisors, LLC | 0.18% | Add +0.1% | 7,991 | $882K |
| IMC-Chicago, LLC | 0.01% | Add +33.9% | 7,982 | $881K |
| Obermeyer Wealth Partners | 0.04% | No change | 7,963 | $878K |
| Diversified Enterprises, LLC | 0.04% | Add +4.3% | 7,958 | $878K |
| MidAtlantic Capital Management, Inc. | 0.54% | Reduce -4.2% | 7,945 | $877K |
| Polaris Investment Advisors, LLC | 0.56% | No change | 7,932 | $875K |
| Next Level Private LLC | 0.17% | Reduce -0.4% | 7,923 | $874K |
| Princeton Global Asset Management LLC | 0.13% | No change | 7,912 | $873K |
| Moody LYNN Lieberson & Walker, LLC | 0.05% | Reduce -1.6% | 7,911 | $873K |
| Shepherd Financial Partners LLC | 0.07% | Reduce -0.1% | 7,850 | $866K |
| Flagstone Financial Management | 0.19% | No change | 7,823 | $863K |
| Wealthquest Corp | 0.05% | No change | 7,799 | $860K |
| Bensler, LLC | 0.08% | Add +3.9% | 7,787 | $859K |
| Old Second National Bank of Aurora | 0.16% | No change | 7,780 | $858K |
| McMillan Office, Inc. | 0.10% | No change | 7,736 | $853K |
| Capital Analysts, LLC | 0.02% | Reduce -2.5% | 7,732 | $853K |
| GWN Securities Inc. | 0.14% | Reduce -1.7% | 7,701 | $850K |
| Sfmg, LLC | 0.05% | Add +33.9% | 7,643 | $843K |
| Rhumbline Advisers | 0.00% | Add +46.6% | 7,624 | $841K |
| First American Trust, FSB | 0.05% | No change | 7,589 | $837K |
| Caldwell Trust Co | 0.07% | No change | 7,531 | $831K |
| Invenio Wealth Partners LLC | 0.30% | No change | 7,529 | $831K |
| JNBA Financial Advisors | 0.06% | Reduce -1.1% | 7,507 | $828K |
| BlueSky Wealth Advisors, LLC | 0.10% | No change | 7,481 | $825K |
| Fiducient Advisors LLC | 0.12% | Add +3.8% | 7,479 | $825K |
| Diversified Management Inc. | 0.18% | No change | 7,463 | $823K |
| Kingswood Wealth Advisors, LLC | 0.03% | Reduce -0.4% | 7,433 | $820K |
| Independent Advisor Alliance | 0.02% | Reduce -96.2% | 7,407 | $817K |
| Brady Family Wealth, LLC | 0.24% | No change | 7,390 | $815K |
| First Bancorp, Inc | 0.32% | No change | 7,386 | $815K |
| Empower Advisory Group, LLC | 0.00% | Reduce -9.6% | 7,356 | $811K |
| Viawealth, LLC | 0.41% | No change | 7,352 | $811K |
| Montis Financial, LLC | 0.16% | Reduce -1.1% | 7,309 | $806K |
| Black Swift Group, LLC | 0.12% | New | 7,300 | $805K |
| ICW Investment Advisors LLC | 0.28% | No change | 7,275 | $803K |
| FourThought Financial Partners, LLC | 0.06% | No change | 7,259 | $801K |
| Stratos Investment Management, LLC | 0.03% | Add +1.9% | 7,241 | $799K |
| Greenhouse Wealth Management, LLC | 0.56% | Add +0.3% | 7,228 | $797K |
| Walled Lake Planning & Wealth Management, LLC | 0.20% | Add +4.6% | 7,212 | $796K |
| Thompson Siegel & Walmsley LLC | 0.01% | No change | 7,167 | $791K |
| Roan Capital Partners | 0.65% | Reduce -39.7% | 7,130 | $787K |
| Uptick Partners, LLC | 0.12% | Add +3.7% | 7,087 | $782K |
| First Trust Advisors LP | 0.00% | Add +33.3% | 7,086 | $782K |
| Cranbrook Wealth Management, LLC | 0.14% | No change | 7,020 | $774K |
| BOK Financial Private Wealth, Inc. | 0.04% | Reduce -0.6% | 7,012 | $774K |
| Anson Capital, Inc. | 0.50% | No change | 6,933 | $765K |
| Summitpoint Capital Management | 0.82% | Reduce -3.0% | 6,923 | $764K |
| Ballew Advisors, Inc | 0.39% | Add +2.7% | 6,921 | $764K |
| Smithfield Trust Co | 0.03% | No change | 6,940 | $763K |
| Cassia Capital Partners, LLC | 0.37% | No change | 6,915 | $763K |
| Sterling Investment Counsel, LLC | 0.18% | Reduce -3.6% | 6,905 | $762K |
| Vickerman Investment Advisors, Inc. | 0.15% | Add +4.8% | 6,846 | $755K |
| Brand Asset Management Group, Inc. | 0.17% | No change | 6,837 | $754K |
| Members Trust Co | 0.02% | Add +122.6% | 6,804 | $751K |
| Investment Advisory Group, LLC | 0.16% | Add +0.0% | 6,794 | $749K |
| First PREMIER Bank | 0.12% | No change | 6,783 | $748K |
| Carnegie Investment Counsel | 0.01% | No change | 6,701 | $739K |
| Moss Adams Wealth Advisors LLC | 0.05% | Reduce -0.8% | 6,675 | $736K |
| Endeavor Private Wealth, Inc. | 0.18% | Reduce -8.6% | 6,668 | $736K |
| Piedmont Capital Management, LLC | 0.45% | No change | 6,648 | $733K |
| Kelman-Lazarov, Inc. | 0.10% | Reduce -8.8% | 6,639 | $732K |
| First Commonwealth Financial Corp | 0.10% | Reduce -3.1% | 6,614 | $730K |
| SilverOak Wealth Management LLC | 0.09% | No change | 6,610 | $729K |
| Bearing Point Capital, LLC | 0.10% | No change | 6,602 | $728K |
| Osborne Partners Capital Management, LLC | 0.04% | No change | 6,600 | $728K |
| Richardson Financial Services Inc. | 0.41% | Reduce -5.5% | 6,510 | $718K |
| Mairs & Power Inc. | 0.01% | New | 6,506 | $718K |
| McNaughton Wealth Management, LLC | 0.25% | No change | 6,500 | $717K |
| Cordatus Wealth Management LLC | 0.16% | Reduce -0.3% | 6,495 | $717K |
| Relyea Zuckerberg Hanson LLC | 0.06% | Add +1.3% | 6,459 | $713K |
| Curated Wealth Partners LLC | 0.08% | No change | 6,459 | $713K |
| Florida Trust Wealth Management Co | 0.02% | No change | 6,451 | $712K |
| Segment Wealth Management, LLC | 0.04% | No change | 6,449 | $711K |
| Axis Wealth Partners, LLC | 0.34% | Add +2.6% | 6,446 | $711K |
| Associated Banc-Corp | 0.02% | No change | 6,398 | $706K |
| Postrock Partners LLC | 0.29% | No change | 6,376 | $703K |
| Gateway Wealth Partners, LLC | 0.04% | Reduce -24.3% | 6,359 | $702K |
| Impact Capital Partners LLC | 0.19% | Add +197.0% | 6,356 | $701K |
| Trexquant Investment LP | 0.00% | New | 6,345 | $700K |
| London Co. of Virginia | 0.00% | Add +39368.8% | 6,315 | $697K |
| Centaurus Financial, Inc. | 0.03% | Reduce -3.3% | 6,301 | $695K |
| First Nebraska Trust Co | 0.06% | No change | 6,285 | $693K |
| Bangor Savings Bank | 0.05% | No change | 6,270 | $692K |
| Betterment LLC | 0.00% | Add +8.1% | 6,261 | $691K |
| Alesco Advisors, LLC, An ESL Co | 0.02% | No change | 6,200 | $684K |
| Vaquero Private Wealth, Ltd. | 0.14% | — | 6,192 | $683K |
| Valley Forge Investment Consultants Inc. Adv | 0.18% | No change | 6,191 | $683K |
| Great Lakes Advisors, LLC | 0.01% | Reduce -1.2% | 6,190 | $683K |
| Wise Wealth Partners | 1.16% | No change | 6,170 | $681K |
| Reston Wealth Management LLC | 0.18% | Add +0.2% | 6,150 | $678K |
| Trust Co of the South | 0.10% | No change | 6,145 | $678K |
| Cyndeo Wealth Partners, LLC | 0.03% | Add +1.5% | 6,144 | $678K |
| Cape Cod Five Cents Savings Bank | 0.05% | — | 6,124 | $676K |
| Brookstone Capital Management | 0.01% | Reduce -19.6% | 6,115 | $675K |
| Forum Financial Management, LP | 0.01% | No change | 6,096 | $673K |
| Rockland Trust Co. | 0.03% | No change | 6,085 | $671K |
| Facet Wealth, Inc. | 0.01% | Reduce -3.1% | 6,041 | $666K |
| Thomasville National Bank | 0.04% | — | 6,009 | $663K |
| Freestone Capital Holdings, LLC | 0.02% | Reduce -13.7% | 5,996 | $661K |
| IFG Advisory, LLC | 0.02% | New | 5,980 | $660K |
| Edgemoor Investment Advisors, Inc. | 0.05% | No change | 5,960 | $658K |
| Bear Mountain Capital, Inc. | 0.19% | Reduce -9.9% | 5,978 | $656K |
| Richardson Capital Management LLC | 0.28% | Reduce -0.6% | 5,926 | $654K |
| CoreCap Advisors, LLC | 0.02% | Reduce -4.8% | 5,910 | $652K |
| Allegheny Financial Group | 0.07% | Add +3.6% | 5,908 | $652K |
| AmeriServ Wealth Advisors | 0.43% | Reduce -18.6% | 5,892 | $650K |
| First Financial Corp. | 0.22% | No change | 5,891 | $650K |
| Pinnacle Bancorp, Inc. | 0.17% | No change | 5,879 | $649K |
| Columbia Bank | 0.14% | New | 5,838 | $644K |
| Hunter Associates Investment Management LLC | 0.07% | Reduce -18.6% | 5,813 | $641K |
| Fairfield, Bush & Co. | 0.32% | Reduce -3.0% | 5,810 | $641K |
| Quotient Wealth Partners, LLC | 0.02% | Reduce -7.6% | 5,791 | $639K |
| Rose Capital Advisors LLC | 0.34% | — | 5,784 | $638K |
| Invst, LLC | 0.06% | Add +12.6% | 5,782 | $638K |
| Balefire, LLC | 0.10% | Reduce -11.2% | 5,752 | $635K |
| Lake Street Private Wealth, LLC | 0.07% | Add +7.9% | 5,748 | $634K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 5,745 | $634K |
| Ballast Financial Advisors LLC | 0.57% | Add +3.0% | 5,732 | $632K |
| Hollencrest Capital Management | 0.04% | No change | 5,727 | $632K |
| Cedarwood Wealth LLC | 0.48% | No change | 5,707 | $630K |
| Palisade Asset Management, LLC | 0.06% | Add +0.0% | 5,703 | $629K |
| Allen Mooney & Barnes Investment Advisors LLC | 0.10% | Reduce -4.4% | 5,661 | $624K |
| Union Savings Bank | 0.25% | No change | 5,647 | $623K |
| Dynamic Advisor Solutions LLC | 0.02% | Reduce -0.5% | 5,644 | $623K |
| Nilsine Partners, LLC | 0.04% | Add +11.8% | 5,635 | $622K |
| Alpha Financial Partners LLC | 0.32% | Add +0.3% | 5,593 | $617K |
| Westmount Partners, LLC | 0.14% | Reduce -0.1% | 5,568 | $614K |
| Equitable Trust Co. | 0.03% | No change | 5,532 | $610K |
| Foster Dykema Cabot & Partners, LLC | 0.04% | No change | 5,509 | $608K |
| Macroview Investment Management LLC | 0.38% | Reduce -1.8% | 5,498 | $607K |
| TFC Financial Management, Inc. | 0.07% | No change | 5,495 | $606K |
| Fourpath Capital Management, LLC | 0.08% | No change | 5,465 | $603K |
| Lawood & Co. | 0.41% | Reduce -8.5% | 5,459 | $602K |
| Colonial Trust Advisors | 0.04% | Add +4.2% | 5,450 | $601K |
| Werba Rubin Papier Wealth Management | 0.07% | Add +0.0% | 5,447 | $601K |
| Intrua Financial, LLC | 0.06% | Reduce -2.9% | 5,425 | $599K |
| Register Financial Advisors LLC | 0.18% | Add +8.5% | 5,420 | $598K |
| My Personal CFO, LLC | 0.23% | No change | 5,409 | $597K |
| Tsfg, LLC | 0.08% | Reduce -0.8% | 5,403 | $596K |
| Abundance Wealth Counselors | 0.04% | Add +100.0% | 5,396 | $595K |
| Everhart Financial Group, Inc. | 0.04% | Add +1.1% | 5,367 | $592K |
| Stevens Capital Partners | 0.11% | Add +0.8% | 5,363 | $592K |
| Sfam, LLC | 0.48% | Reduce -11.5% | 5,343 | $589K |
| GW&K Investment Management, LLC | 0.00% | Add +2.0% | 5,337 | $589K |
| Arbor Wealth Advisors LLC | 0.36% | No change | 5,337 | $589K |
| Encompass Wealth Advisors, LLC | 0.18% | No change | 5,309 | $586K |
| United Community Bank | 0.18% | No change | 5,303 | $585K |
| Fiduciary Advisors, Inc. | 0.39% | Add +0.3% | 5,288 | $583K |
| Hudson Value Partners, LLC | 0.15% | No change | 5,280 | $582K |
| Torrey Growth & Income Advisors | 0.20% | Reduce -3.7% | 5,258 | $580K |
| First National Bank & Trust Co. of Newtown | 0.12% | Reduce -1.2% | 5,280 | $579K |
| Harbour Capital Advisors, LLC | 0.11% | No change | 5,260 | $579K |
| Douglass Winthrop Advisors, LLC | 0.01% | New | 5,231 | $577K |
| TMB Capital Partners, LLC | 0.18% | No change | 5,217 | $576K |
| Granite Islands Private Wealth, LLC | 0.43% | Add +41.1% | 5,214 | $575K |
| Jamison Private Wealth Management, Inc. | 0.06% | No change | 5,206 | $574K |
| Salomon & Ludwin, LLC | 0.05% | Reduce -4.0% | 5,210 | $574K |
| Mach-1 Financial Group, LLC | 0.22% | Reduce -1.8% | 5,171 | $570K |
| TCI Wealth Advisors, Inc. | 0.02% | No change | 5,153 | $568K |
| Maloon Powers Pitre Higgins & Dennehy, LLC | 0.19% | — | 5,110 | $564K |
| DBK Financial Counsel, LLC | 0.47% | No change | 5,105 | $563K |
| LMCG Investments, LLC | 0.03% | No change | 5,082 | $561K |
| Caldwell Sutter Capital, Inc. | 0.21% | Reduce -7.1% | 5,076 | $560K |
| HighPoint Advisor Group LLC | 0.02% | Add +3.1% | 5,076 | $560K |
| Arthur M. Cohen & Associates, LLC | 0.09% | Add +0.1% | 5,059 | $558K |
| BCS Private Wealth Management, Inc. | 0.17% | No change | 5,050 | $557K |
| Altus Wealth Group LLC | 0.20% | Reduce -2.5% | 5,041 | $556K |
| Plancorp, LLC | 0.01% | Add +15.5% | 5,064 | $556K |
| Weil Company, Inc. | 0.10% | No change | 5,036 | $556K |
| Ducere Wealth Management LLC | 0.17% | Reduce -5.0% | 5,035 | $555K |
| Resurgent Financial Advisors LLC | 0.15% | Add +6.0% | 5,007 | $552K |
| Valued Retirements, Inc. | 0.49% | No change | 4,990 | $550K |
| Joel Isaacson & Co., LLC | 0.02% | Add +0.0% | 4,972 | $548K |
| Castle Wealth Management LLC | 0.16% | No change | 4,960 | $547K |
| PKS Advisory Services, LLC | 0.09% | Reduce -18.8% | 4,958 | $547K |
| William Mack & Associates, Inc. | 0.19% | Reduce -2.7% | 4,957 | $547K |
| Rockwood Wealth Management, LLC | 0.03% | Add +32.4% | 4,954 | $546K |
| Perkins Coie Trust Co | 0.09% | Add +88.9% | 4,930 | $544K |
| Nolet Wealth Management, LLC | 0.30% | No change | 4,910 | $542K |
| Wealth Dimensions Group, Ltd. | 0.10% | Reduce -2.8% | 4,902 | $541K |
| Breachway Investments LLC | 0.81% | No change | 4,895 | $540K |
| InvesTrust | 0.21% | Add +3.2% | 4,893 | $540K |
| Beck Bode, LLC | 0.08% | Reduce -2.3% | 4,849 | $535K |
| Park National Corp. | 0.01% | Reduce -4.0% | 4,844 | $534K |
| M1 Capital Management LLC | 0.20% | No change | 4,828 | $533K |
| Golden State Wealth Management, LLC | 0.05% | Add +2.2% | 4,826 | $532K |
| Colonial Trust Co / SC | 0.07% | No change | 4,825 | $532K |
| Diversified Portfolios, Inc. | 0.04% | Add +41.1% | 4,810 | $531K |
| King Wealth Management Group | 0.06% | Add +6.2% | 4,802 | $530K |
| Clal Insurance Enterprises Holdings Ltd | 0.00% | No change | 4,804 | $530K |
| Windsor Capital Management, LLC | 0.14% | Reduce -1.3% | 4,803 | $530K |
| Jefferies Financial Group Inc. | 0.01% | Reduce -1.4% | 4,791 | $529K |
| L.K. Benson & Company, P.C. | 0.16% | No change | 4,785 | $528K |
| Flagship Harbor Advisors, LLC | 0.02% | Add +0.1% | 4,754 | $524K |
| Foster Victor Wealth Advisors, LLC | 0.03% | Reduce -2.5% | 4,767 | $523K |
| Signature Estate & Investment Advisors LLC | 0.01% | Reduce -2.9% | 4,734 | $522K |
| Forum Private Client Group LLC | 0.16% | Reduce -6.1% | 4,724 | $521K |
| Holistic Financial Partners | 0.32% | No change | 4,712 | $520K |
| Stonebrook Private Inc. | 0.09% | No change | 4,712 | $520K |
| Prime Buchholz LLC | 0.19% | New | 4,700 | $519K |
| Patriot Financial Group Insurance Agency, LLC | 0.05% | Reduce -40.0% | 4,693 | $517K |
| Veracity Capital LLC | 0.14% | Add +0.0% | 4,665 | $515K |
| AdvisorNet Financial, Inc | 0.02% | Reduce -4.5% | 4,640 | $512K |
| Kirkwood Financial Services | 0.15% | Reduce -1.1% | 4,636 | $511K |
| New Hampshire Trust | 0.10% | Reduce -9.0% | 4,611 | $509K |
| Broadview Financial Management, LLC | 0.31% | Reduce -1.2% | 4,603 | $508K |
| Landmark Wealth Management, LLC | 0.12% | Reduce -0.3% | 4,583 | $506K |
| Flagship Private Wealth, LLC | 0.18% | Reduce -5.8% | 4,575 | $505K |
| Christensen, King & Associates Investment Services, Inc. | 0.20% | No change | 4,573 | $504K |
| Fortis Capital Advisors, LLC | 0.06% | No change | 4,505 | $497K |
| Praetorian Wealth Management, Inc. | 0.09% | No change | 4,500 | $496K |
| TrustBank | 0.17% | Reduce -2.2% | 4,475 | $494K |
| Guardian Asset Advisors, LLC | 0.23% | Add +1.5% | 4,472 | $493K |
| Victory Financial Group, LLC | 0.05% | Add +0.5% | 4,466 | $493K |
| Hohimer Wealth Management, LLC | 0.05% | No change | 4,450 | $491K |
| Advisory Alpha, LLC | 0.01% | Add +2.0% | 4,445 | $490K |
| BankPlus Trust Department | 0.11% | No change | 4,437 | $489K |
| Tepp RIA, LLC | 0.33% | New | 4,434 | $489K |
| United Advisor Group, LLC | 0.05% | Add +13.9% | 4,404 | $486K |
| HMS Capital Management, LLC | 0.18% | No change | 4,393 | $485K |
| National Bank of Canada | 0.00% | No change | 4,388 | $484K |
| ARS Wealth Advisors Group, LLC | 0.04% | Add +34.4% | 4,383 | $484K |
| LMG Wealth Partners, LLC | 0.08% | New | 4,371 | $482K |
| Invera Wealth Advisors, LLC | 0.26% | Reduce -0.8% | 4,364 | $481K |
| Charles Schwab Trust Co | 0.03% | Add +16.3% | 4,355 | $480K |
| Old Peak Finance LLC | 0.23% | No change | 4,352 | $480K |
| Blodgett Wealth Advisors, LLC | 0.32% | No change | 4,350 | $480K |
| Tred Avon Family Wealth, LLC | 0.15% | No change | 4,335 | $478K |
| Synergy Financial Group, LTD | 0.34% | No change | 4,331 | $478K |
| RFG Advisory, LLC | 0.01% | Add +44.4% | 4,326 | $477K |
| Truepoint, Inc. | 0.01% | No change | 4,313 | $476K |
| Granite Bay Wealth Management, LLC | 0.04% | New | 4,286 | $473K |
| MWA Asset Management | 0.21% | Reduce -2.3% | 4,276 | $472K |
| AAF Wealth Management, LLC | 0.17% | Reduce -29.1% | 4,276 | $472K |
| Wealthcare Advisory Partners LLC | 0.01% | Reduce -84.4% | 4,262 | $470K |
| Parcion Private Wealth LLC | 0.03% | Reduce -7.1% | 4,253 | $469K |
| Bouchey Financial Group, Ltd. | 0.03% | No change | 4,249 | $469K |
| Trust Co | 0.04% | Reduce -5.5% | 4,237 | $467K |
| MTM Investment Management, LLC | 0.13% | No change | 4,230 | $467K |
| BlueChip Wealth Advisors LLC | 0.18% | No change | 4,218 | $465K |
| Wealthspire Retirement, LLC | 0.03% | Add +0.1% | 4,211 | $465K |
| Northeast Investment Management | 0.02% | No change | 4,209 | $464K |
| Farmers & Merchants Trust Co of Chambersburg PA | 0.12% | Reduce -10.9% | 4,186 | $462K |
| Cordgrass Capital Advisors, LLC | 0.17% | Add +6.7% | 4,170 | $460K |
| Sentinel Trust Co. Lba | 0.04% | No change | 4,165 | $459K |
| Baker Avenue Asset Management, LP | 0.01% | Reduce -2.5% | 4,158 | $459K |
| Kavar Capital Partners Group, LLC | 0.06% | No change | 4,158 | $459K |
| Magnus Financial Group LLC | 0.03% | Add +0.2% | 4,144 | $457K |
| CRA Financial Services, LLC | 0.05% | Add +8.5% | 4,099 | $452K |
| Arrow Financial Corp | 0.04% | No change | 4,076 | $450K |
| Hirtle & Co., LLC | 0.02% | Reduce -71.8% | 4,064 | $448K |
| SHP Wealth Management | 0.03% | Reduce -15.0% | 4,052 | $447K |
| REDW Wealth LLC | 0.16% | Add +1.3% | 4,051 | $447K |
| Fiduciary Financial Group, LLC | 0.05% | New | 4,048 | $447K |
| TBH Global Asset Management, LLC | 0.08% | Reduce -3.7% | 4,045 | $446K |
| Vann Equity Management LLC | 0.27% | Reduce -27.3% | 4,037 | $445K |
| Phoenix Wealth Advisors | 0.15% | No change | 4,028 | $444K |
| Steelhead Wealth Management LLC | 0.18% | No change | 4,032 | $444K |
| John A. Wolfe & Associates, Inc. | 0.61% | No change | 4,000 | $441K |
| Gilpin Wealth Management, LLC | 0.31% | No change | 4,000 | $441K |
| Regency Capital Management Inc.\DE | 0.18% | No change | 4,000 | $441K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | Add +152.0% | 3,979 | $439K |
| Meramec Financial Planners, LLC | 0.16% | Add +1.0% | 3,987 | $438K |
| HM Payson & Co. | 0.01% | Add +6.9% | 3,970 | $438K |
| Gotham Asset Management | 0.00% | New | 3,962 | $437K |
| Lutz Financial Services LLC | 0.03% | Reduce -2.9% | 3,949 | $436K |
| Tanager Wealth Management LLP | 0.04% | Add +1.4% | 3,940 | $435K |
| Aprio Wealth Management, LLC | 0.02% | Reduce -84.2% | 3,929 | $433K |
| Huntington National Bank | 0.00% | Reduce -4.8% | 3,918 | $432K |
| SMI Advisory Services, LLC | 0.07% | No change | 3,899 | $431K |
| Bell Bank | 0.02% | Reduce -2.1% | 3,905 | $431K |
| First National Advisers, LLC | 0.06% | No change | 3,900 | $430K |
| Guidance Point Advisors, LLC | 0.09% | Add +0.0% | 3,894 | $430K |
| McClarren Financial Advisors, Inc. | 0.22% | No change | 3,890 | $429K |
| Keel Point, LLC | 0.03% | Reduce -34.2% | 3,889 | $429K |
| Gallagher Fiduciary Advisors, LLC | 0.01% | Add +29.2% | 3,889 | $429K |
| CM Wealth Advisors LLC | 0.08% | New | 3,884 | $428K |
| Legacy Financial Advisors, Inc. | 0.05% | No change | 3,883 | $428K |
| Valley National Advisers Inc. | 0.05% | No change | 3,876 | $428K |
| Colorado Capital Management, Inc. | 0.15% | No change | 3,858 | $426K |
| Bridgewater Advisors Inc. | 0.02% | Reduce -7.1% | 3,827 | $425K |
| Crestwood Advisors Group, LLC | 0.01% | Reduce -25.3% | 3,851 | $425K |
| Mitchell McLeod Pugh & Williams Inc. | 0.05% | Add +3.3% | 3,845 | $424K |
| Collective Family Office LLC | 0.09% | Add +86.4% | 3,836 | $423K |
| Mgo One Seven LLC | 0.01% | Reduce -16.2% | 3,832 | $423K |
| Ledyard National Bank | 0.03% | Add +50.5% | 3,828 | $422K |
| Kovack Advisors, Inc. | 0.02% | Add +48.9% | 3,824 | $422K |
| PACK Private Wealth, LLC | 0.17% | No change | 3,822 | $422K |
| Steinberganna Wealth Management | 0.17% | Add +0.1% | 3,814 | $421K |
| V2 Financial group LLC | 0.16% | No change | 3,800 | $419K |
| Herold Advisors, Inc. | 0.08% | No change | 3,800 | $419K |
| Evermay Wealth Management LLC | 0.04% | No change | 3,784 | $417K |
| TritonPoint Partners, LLC | 0.03% | Add +67.1% | 3,782 | $417K |
| Jordan Park Group LLC | 0.02% | Reduce -22.4% | 3,775 | $416K |
| Stelac Advisory Services LLC | 0.08% | No change | 3,750 | $414K |
| Affinity Capital Advisors, LLC | 0.05% | Reduce -3.0% | 3,738 | $413K |
| Atlantic Edge Private Wealth Management, LLC | 0.08% | No change | 3,747 | $413K |
| PUREfi Wealth, LLC | 0.23% | New | 3,738 | $412K |
| Tobias Financial Advisors, Inc. | 0.05% | Reduce -6.2% | 3,722 | $411K |
| Waterfront Wealth Inc. | 0.06% | Add +0.1% | 3,716 | $409K |
| Goldenstone Wealth Management LLC | 0.27% | Reduce -0.4% | 3,700 | $408K |
| OneAscent Financial Services LLC | 0.02% | Reduce -2.6% | 3,699 | $408K |
| Capital Investment Counsel, Inc | 0.04% | Add +130.8% | 3,688 | $407K |
| First Interstate Bank | 0.02% | New | 3,674 | $405K |
| Aspen Investment Management Inc | 0.11% | Add +36.1% | 3,675 | $405K |
| Resources Management Corp. /CT/ | 0.05% | No change | 3,652 | $403K |
| LBMC Investment Advisors, LLC | 0.02% | No change | 3,649 | $403K |
| Sax Wealth Advisors, LLC | 0.02% | Reduce -8.5% | 4,139 | $402K |
| PGIM Custom Harvest LLC | 0.01% | No change | 3,637 | $401K |
| Duncan Williams Asset Management, LLC | 0.09% | No change | 3,619 | $399K |
| Accurate Wealth Management, LLC | 0.04% | New | 3,626 | $399K |
| Fiduciary Financial Advisors | 0.04% | New | 3,608 | $398K |
| American Financial & Tax Strategies Inc. | 0.18% | No change | 3,602 | $397K |
| CPA Asset Management Group, LLC | 0.11% | Reduce -4.8% | 3,598 | $397K |
| Curtis Wealth Management LLC | 0.34% | No change | 3,597 | $397K |
| Kiley Juergens Wealth Management, LLC | 0.06% | Reduce -0.3% | 3,595 | $397K |
| Poehling Capital Management, INC. | 0.08% | No change | 3,588 | $396K |
| Root Financial Partners, LLC | 0.02% | Add +850.9% | 3,585 | $396K |
| Crewe Advisors LLC | 0.03% | Add +0.5% | 3,565 | $393K |
| Beacon Capital Management, LLC | 0.06% | Add +9.7% | 3,564 | $393K |
| Bruce G. Allen Investments, LLC | 0.25% | Add +0.3% | 3,541 | $391K |
| Millennium Management | 0.00% | New | 3,536 | $390K |
| Spinnaker Trust | 0.02% | No change | 3,524 | $389K |
| Bernardo Wealth Planning LLC | 0.07% | No change | 3,519 | $388K |
| Main Street Financial Solutions, LLC | 0.02% | Reduce -3.4% | 3,497 | $386K |
| Detalus Advisors, LLC | 0.08% | Add +8.4% | 3,492 | $385K |
| Fisher Asset Management | 0.00% | Reduce -10.9% | 3,489 | $385K |
| Sandy Cove Advisors, LLC | 0.10% | Reduce -0.6% | 3,489 | $385K |
| Vanguard Advisers Inc. | 0.00% | Reduce -0.3% | 3,484 | $384K |
| Topel & Distasi Wealth Management, LLC | 0.18% | Reduce -1.9% | 3,466 | $382K |
| Drucker Wealth 3.0, LLC | 0.06% | New | 3,427 | $378K |
| Burney Co./ | 0.01% | No change | 3,426 | $378K |
| JGP Wealth Management, LLC | 0.03% | No change | 3,415 | $377K |
| Antonelli Financial Advisors, LLC | 0.26% | Reduce -10.5% | 3,400 | $375K |
| Wedbush Securities Inc. | 0.01% | Add +1.4% | 3,377 | $373K |
| United Bank | 0.04% | No change | 3,380 | $373K |
| MLG Wealth Management DBA Pine Grove Financial Group | 0.04% | New | 3,371 | $372K |
| Lynx Investment Advisory | 0.12% | Reduce -26.3% | 3,367 | $371K |
| Revolve Wealth Partners, LLC | 0.04% | No change | 3,360 | $371K |
| Old Mission Investment Co LLC | 0.08% | Reduce -11.9% | 3,350 | $370K |
| Biltmore Family Office, LLC | 0.05% | No change | 3,347 | $369K |
| Kure Advisory, LLC | 0.17% | No change | 3,335 | $368K |
| Monument Capital Management | 0.07% | New | 3,335 | $368K |
| Objectivity Squared, LLC | 0.21% | Add +0.3% | 3,335 | $368K |
| Summit Wealth Group LLC / Co. | 0.03% | Add +0.2% | 3,319 | $366K |
| Nixon Peabody Trust Co. | 0.03% | Add +30.5% | 3,319 | $366K |
| Guyasuta Investment Advisors Inc. | 0.02% | No change | 3,300 | $364K |
| Sage Financial Management Group, Inc. | 0.10% | No change | 3,293 | $363K |
| Legacy Wealth Management, LLC / MS | 0.09% | Add +0.1% | 3,284 | $362K |
| Enclave Advisors LLC | 0.05% | Reduce -2.5% | 3,280 | $362K |
| Strategic Financial Concepts, LLC | 0.11% | Add +0.2% | 3,275 | $361K |
| Meridian Investment Counsel Inc. | 0.08% | No change | 3,275 | $361K |
| GHP Investment Advisors, Inc. | 0.01% | No change | 3,259 | $360K |
| Wedgewood Investors Inc. | 0.37% | Reduce -3.6% | 3,250 | $359K |
| Townsend Asset Management Corp. /NC/ | 0.11% | Reduce -10.3% | 3,246 | $358K |
| Journey Advisory Group, LLC | 0.03% | New | 3,228 | $356K |
| Vaughan David Investments LLC | 0.01% | Add +1.1% | 3,230 | $356K |
| Godfrey Financial Associates, Inc. | 0.27% | No change | 3,208 | $354K |
| Towerpoint Wealth, LLC | 0.12% | Reduce -8.1% | 3,194 | $352K |
| Riverview Trust Co | 0.42% | No change | 3,180 | $351K |
| Journey Beyond Wealth, LLC | 0.27% | Reduce -3.0% | 3,178 | $351K |
| Community Bank of Raymore | 0.21% | No change | 3,175 | $350K |
| Founders Financial Alliance, LLC | 0.05% | Reduce -1.2% | 3,164 | $349K |
| Madson Wealth Advisors Inc | 0.24% | Reduce -16.9% | 3,147 | $347K |
| Main Line Retirement Advisors, LLC | 0.16% | Add +0.3% | 3,134 | $346K |
| Emerald Advisors, LLC | 0.04% | No change | 3,117 | $344K |
| Howland Capital Management LLC | 0.01% | Reduce -6.0% | 3,116 | $344K |
| Ade, LLC | 0.15% | Reduce -19.9% | 3,113 | $343K |
| NCM Capital Management, LLC | 0.11% | No change | 3,112 | $343K |
| First County Bank | 0.16% | Add +7.9% | 3,111 | $343K |
| Laurel Oak Wealth Management, LLC | 0.05% | Add +8.4% | 3,109 | $343K |
| Three Cord True Wealth Management, LLC | 0.16% | No change | 3,103 | $342K |
| Winthrop Capital Management, LLC | 0.08% | Reduce -8.9% | 3,098 | $342K |
| Arbor Investment Advisors, LLC | 0.04% | No change | 3,099 | $342K |
| Marble Harbor Investment Counsel, LLC | 0.03% | No change | 3,095 | $341K |
| Great Oak Capital Partners, LLC | 0.07% | Add +0.3% | 3,107 | $341K |
| Castleview Partners, LLC | 0.15% | Add +6.3% | 3,090 | $341K |
| Grandfield & Dodd, LLC | 0.02% | Add +13.8% | 3,086 | $340K |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 0.04% | No change | 3,084 | $340K |
| YHB Investment Advisors, Inc. | 0.02% | New | 3,082 | $340K |
| Adirondack Trust Co. | 0.10% | Reduce -1.3% | 3,075 | $339K |
| Weaver Consulting Group | 0.07% | No change | 3,058 | $337K |
| Marshall & Sterling Wealth Advisors Inc. | 0.20% | No change | 3,042 | $336K |
| RPg Family Wealth Advisory, LLC | 0.06% | Reduce -0.7% | 3,041 | $335K |
| Accredited Investor Services, LLC | 0.19% | No change | 3,032 | $334K |
| 1834 Investment Advisors Co. | 0.04% | No change | 3,028 | $334K |
| Ulland Investment Advisors, LLC | 0.25% | No change | 3,025 | $334K |
| Pure Financial Advisors, LLC | 0.00% | Add +2.3% | 3,027 | $334K |
| OFS Enterprise LLC | 0.09% | No change | 3,021 | $333K |
| TPG Advisors LLC | 0.18% | No change | 3,020 | $333K |
| Trust Co. of Vermont | 0.01% | — | 3,019 | $333K |
| Allstreet Capital Advisors LLC | 0.22% | Add +3.2% | 3,005 | $332K |
| Pettyjohn, Wood & White, Inc. | 0.05% | Add +5.1% | 3,003 | $331K |
| Eclectic Associates Inc. | 0.04% | No change | 3,001 | $331K |
| DHJJ Financial Advisors, Ltd. | 0.10% | No change | 3,000 | $331K |
| Cove Private Wealth, LLC | 0.06% | Add +5.1% | 2,992 | $330K |
| First Manhattan Co. Llc. | 0.00% | No change | 2,989 | $330K |
| Grey Ledge Advisors, LLC | 0.07% | No change | 2,975 | $328K |
| Fairview Capital Investment Management, LLC | 0.02% | Reduce -0.8% | 2,972 | $328K |
| Galvin, Gaustad & Stein, LLC | 0.02% | No change | 2,964 | $327K |
| Tableaux LLC | 0.14% | No change | 2,960 | $327K |
| Moran Wealth Management, LLC | 0.01% | No change | 2,952 | $326K |
| O'ROURKE & COMPANY, Inc | 0.11% | Add +0.1% | 2,951 | $326K |
| Madden Advisory Services, Inc. | 0.12% | Reduce -14.7% | 2,949 | $325K |
| Royal Harbor Partners, LLC | 0.10% | No change | 2,948 | $325K |
| WealthCare Investment Partners, LLC | 0.08% | New | 2,948 | $325K |
| First Bank & Trust | 0.05% | No change | 2,943 | $325K |
| Tritonpoint Wealth, LLC | 0.03% | No change | 2,934 | $324K |
| Mutual Advisors, LLC | 0.01% | Reduce -8.4% | 2,927 | $323K |
| TAGStone Capital, Inc. | 0.10% | No change | 2,916 | $322K |
| Plan A Wealth LLC | 0.14% | No change | 2,915 | $322K |
| Acima Private Wealth, LLC | 0.09% | Reduce -14.4% | 2,915 | $322K |
| Tennessee Valley Asset Management Partners | 0.04% | Add +12.8% | 2,907 | $321K |
| Westfuller Advisors, LLC | 0.12% | New | 2,906 | $321K |
| Bayban | 0.25% | No change | 2,900 | $320K |
| Pettee Investors, Inc. | 0.16% | No change | 2,900 | $320K |
| Accelerate Investment Advisors LLC | 0.18% | Add +0.4% | 2,896 | $319K |
| ASL Financial, LLC | 0.22% | No change | 2,880 | $318K |
| FSA Advisors, Inc. | 0.15% | New | 2,879 | $317K |
| Peak Asset Management, LLC | 0.05% | No change | 2,868 | $316K |
| Financial Planning Navigators CORP | 0.12% | No change | 2,856 | $315K |
| Investor's Fiduciary Advisor Network, LLC | 0.11% | New | 2,862 | $315K |
| Squarepoint Ops LLC | 0.00% | New | 2,855 | $315K |
| Cynosure Group, LLC | 0.05% | Add +0.5% | 2,851 | $315K |
| Planwiser Financial, LLC | 0.22% | No change | 2,846 | $314K |
| Wick Capital Partners, LLC | 0.05% | No change | 2,835 | $313K |
| Wealth Group Ltd | 0.06% | No change | 2,816 | $311K |
| BridgePort Financial Solutions, LLC | 0.08% | No change | 2,811 | $310K |
| TigerOak Management, L.L.C. | 0.09% | No change | 2,807 | $310K |
| American Money Management, LLC | 0.04% | No change | 2,800 | $309K |
| Optas, LLC | 0.04% | No change | 2,800 | $309K |
| Hamrick Investment Counsel, llc | 0.20% | No change | 2,795 | $308K |
| Nautilus Advisors LLC | 0.18% | Add +0.0% | 2,794 | $307K |
| Avantax Planning Partners, Inc. | 0.01% | Reduce -3.6% | 2,779 | $307K |
| Formidable Asset Management, LLC | 0.05% | No change | 3,150 | $306K |
| Israel Discount Bank of New York | 0.57% | Reduce -10.9% | 2,775 | $306K |
| Asio Capital, LLC | 0.04% | Add +11.6% | 2,774 | $306K |
| Archford Capital Strategies, LLC | 0.03% | Add +0.3% | 2,766 | $305K |
| Centerpoint Advisory Group | 0.19% | No change | 2,753 | $304K |
| Argent Capital Management LLC | 0.01% | New | 2,750 | $303K |
| Tortuga Wealth Management, Inc | 0.23% | Add +0.1% | 2,744 | $303K |
| Front Row Advisors LLC | 0.09% | Reduce -6.4% | 2,663 | $302K |
| Chancellor Financial Group WB LP | 0.19% | Add +0.0% | 2,736 | $302K |
| Liberty Square Wealth Partners LLC | 0.07% | No change | 2,728 | $301K |
| Summit Wealth & Retirement Planning, Inc. | 0.06% | No change | 2,724 | $301K |
| Hobbs Group Advisors, LLC | 0.08% | No change | 2,712 | $299K |
| Financial Alternatives, Inc | 0.15% | Reduce -4.3% | 2,707 | $299K |
| Destination Wealth Management | 0.01% | Reduce -2.2% | 2,703 | $298K |
| jvl associates llc | 0.08% | No change | 2,676 | $295K |
| James J. Burns & Company, LLC | 0.03% | Reduce -39.6% | 2,673 | $295K |
| Brandywine Trust Co. | 0.05% | No change | 2,667 | $294K |
| Cibc World Market Inc. | 0.00% | Reduce -40.0% | 2,660 | $293K |
| Pinkerton Wealth, LLC | 0.03% | Add +4.5% | 3,007 | $292K |
| Noble Wealth Management PBC | 0.13% | Reduce -1.9% | 2,648 | $292K |
| Tortoise Investment Management, LLC | 0.02% | No change | 2,648 | $292K |
| MRP Capital Investments, LLC | 0.22% | Reduce -46.8% | 2,646 | $292K |
| Trail Ridge Investment Advisors, LLC | 0.12% | No change | 2,643 | $292K |
| Alaethes Wealth, LLC | 0.08% | Reduce -3.5% | 2,642 | $291K |
| Clear Creek Financial Management, LLC | 0.02% | Add +16.1% | 2,641 | $291K |
| Aberdeen Wealth Management LLC | 0.14% | No change | 2,640 | $291K |
| Silverleafe Capital Partners, LLC | 0.08% | No change | 2,640 | $291K |
| ARS Investment Partners, LLC | 0.01% | No change | 2,639 | $291K |
| SoundView Advisors Inc. | 0.09% | No change | 2,642 | $291K |
| Thrive Wealth Management, LLC | 0.04% | Add +0.0% | 2,634 | $291K |
| Gerber, LLC | 0.14% | New | 2,630 | $290K |
| Stonebridge Financial Group, LLC | 0.02% | New | 2,622 | $289K |
| Dunhill Financial, LLC | 0.06% | Add +1.4% | 2,612 | $288K |
| Robbins Farley | 0.11% | New | 2,608 | $288K |
| Opus Capital Group, LLC | 0.03% | New | 2,605 | $287K |
| American Trust | 0.02% | Reduce -3.5% | 2,598 | $287K |
| Confluence Wealth Services, Inc. | 0.01% | Add +13.9% | 2,598 | $287K |
| ICONIQ Capital, LLC | 0.01% | No change | 2,595 | $286K |
| Shared Vision Wealth Group LLC | 0.10% | Reduce -2.1% | 2,592 | $286K |
| Peddock Capital Advisors, LLC | 0.06% | No change | 2,590 | $286K |
| Integrated Capital Management, LLC | 0.10% | Add +3.9% | 2,576 | $284K |
| FSM Wealth Advisors, LLC | 0.03% | No change | 2,570 | $284K |
| Tidal Investments LLC | 0.00% | New | 2,566 | $283K |
| Pacific Sun Financial Corp | 0.12% | No change | 2,565 | $283K |
| Madison Wealth Partners, Inc | 0.04% | New | 2,556 | $282K |
| Frisch Financial Group, Inc. | 0.05% | Reduce -18.2% | 2,538 | $280K |
| LVZ, Inc. | 0.03% | Add +1.4% | 2,536 | $280K |
| Fingerlakes Wealth Management, Inc. | 0.15% | Add +0.3% | 2,529 | $279K |
| Welch Group, LLC | 0.01% | Add +2.7% | 2,524 | $278K |
| Mason Investment Advisory Services, Inc. | 0.01% | Reduce -41.1% | 2,524 | $278K |
| Vawter Financial, Ltd. | 0.10% | Add +0.6% | 2,507 | $277K |
| Pacifica Partners Inc. | 0.08% | No change | 2,501 | $276K |
| Ignite Planners, LLC | 0.04% | Add +0.8% | 2,488 | $274K |
| Scotia Capital Inc. | 0.00% | No change | 2,480 | $274K |
| Fidelity D & D Bancorp Inc. | 0.09% | No change | 2,476 | $273K |
| Enzi Wealth | 0.09% | Reduce -4.8% | 2,471 | $271K |
| ZWJ Investment Counsel Inc. | 0.01% | Reduce -10.9% | 2,459 | $271K |
| Blue Zone Wealth Advisors, LLC | 0.05% | Reduce -30.7% | 2,455 | $271K |
| Walsh & Associates, LLC | 0.22% | Add +4.3% | 2,451 | $270K |
| Roehl & Yi Investment Advisors, LLC | 0.09% | Add +8.4% | 2,442 | $269K |
| Blalock Williams, LLC | 0.17% | Add +3.3% | 2,426 | $268K |
| Regal Investment Advisors LLC | 0.01% | Add +7.0% | 2,420 | $267K |
| Tradition Wealth Management, LLC | 0.02% | Add +0.0% | 2,400 | $265K |
| Tenet Wealth Partners, LLC | 0.20% | — | 2,407 | $265K |
| Checchi Capital Advisers, LLC | 0.02% | No change | 2,390 | $264K |
| Romano Brothers and Company | 0.03% | No change | 2,375 | $262K |
| Bollard Group LLC | 0.01% | Add +0.1% | 2,374 | $262K |
| Creative Capital Management Investments LLC | 0.06% | No change | 2,368 | $261K |
| Alpha Omega Wealth Management LLC | 0.04% | No change | 2,367 | $261K |
| Advus Financial Partners, LLC | 0.06% | No change | 2,356 | $260K |
| Courage Miller Partners, LLC | 0.07% | No change | 2,354 | $260K |
| Lantz Financial LLC | 0.05% | No change | 2,354 | $260K |
| Tradewinds, LLC. | 0.06% | New | 62,666 | $259K |
| Bellevue Asset Management, LLC | 0.12% | Reduce -4.0% | 2,339 | $258K |
| Stephenson & Company, Inc. | 0.12% | Reduce -14.4% | 2,338 | $258K |
| Lansing Street Advisors | 0.05% | Add +0.1% | 2,335 | $258K |
| Vectors Research Management, LLC | 0.07% | Reduce -4.2% | 2,326 | $257K |
| DiNuzzo Private Wealth, Inc. | 0.03% | No change | 2,325 | $256K |
| Compass Ion Advisors, LLC | 0.02% | No change | 2,316 | $256K |
| Performance Wealth Partners, LLC | 0.01% | New | 2,316 | $256K |
| RPS Advisory Solutions LLC | 0.17% | No change | 2,312 | $255K |
| Pitcairn Wealth Advisors LLC | 0.03% | No change | 2,312 | $255K |
| Athena Investment Management | 0.15% | No change | 2,299 | $254K |
| Naviter Wealth, LLC | 0.02% | No change | 2,299 | $254K |
| Ritholtz Wealth Management | 0.00% | No change | 2,299 | $254K |
| Capital Investment Advisory Services, LLC | 0.02% | Add +89.3% | 2,288 | $252K |
| MainStreet Investment Advisors LLC | 0.03% | No change | 2,283 | $252K |
| Darwin Wealth Management, LLC | 0.07% | Add +7.2% | 2,282 | $252K |
| Ferguson Wellman Capital Management, Inc. | 0.00% | Reduce -0.4% | 2,282 | $252K |
| Ewa, LLC | 0.05% | Reduce -2.6% | 2,279 | $251K |
| Principle Wealth Partners LLC | 0.01% | Add +4.4% | 2,267 | $250K |
| Warburton Capital Management, LLC | 0.10% | No change | 2,272 | $250K |
| Capital Advisors, Ltd. LLC | 0.03% | Add +10.5% | 2,262 | $250K |
| Hilltop Partners LLC | 0.06% | Reduce -5.2% | 2,264 | $250K |
| Petros Family Wealth, LLC | 0.15% | Reduce -5.2% | 2,263 | $250K |
| Tempo Wealth, LLC | 0.04% | Add +0.3% | 2,257 | $249K |
| Code Waechter LLC | 0.13% | No change | 2,257 | $249K |
| McAdam, LLC | 0.01% | Reduce -1.1% | 2,256 | $249K |
| Marietta Investment Partners LLC | 0.04% | No change | 2,245 | $248K |
| Range Advisory, LLC | 0.03% | New | 2,244 | $248K |
| Sachetta, LLC | 0.12% | Add +0.0% | 2,243 | $247K |
| Barry Investment Advisors, LLC | 0.05% | Add +0.2% | 2,234 | $246K |
| Fairman Group, LLC | 0.19% | Add +0.2% | 2,229 | $246K |
| Firestone Capital Management | 0.05% | No change | 2,224 | $245K |
| Stokes Family Office, LLC | 0.03% | No change | 2,208 | $244K |
| Legacy Wealth Managment, LLC | 0.10% | No change | 2,205 | $243K |
| Samara Investment Management, LLC | 0.22% | No change | 2,201 | $243K |
| Rockingstone Advisors LLC | 0.10% | No change | 2,200 | $243K |
| Fiduciary Group, LLC | 0.02% | No change | 2,188 | $241K |
| HighMark Wealth Management LLC | 0.08% | No change | 2,173 | $240K |
| Mission Creek Capital Partners, Inc. | 0.04% | No change | 2,167 | $239K |
| Rossby Financial, LCC | 0.04% | Reduce -7.4% | 2,166 | $239K |
| Three Magnolias Financial Advisors, LLC | 0.13% | No change | 2,149 | $237K |
| Sound Income Strategies, LLC | 0.01% | Reduce -15.5% | 2,141 | $236K |
| Integrity Alliance, Llc. | 0.01% | Reduce -29.3% | 2,140 | $236K |
| Traveka Wealth, LLC | 0.08% | Reduce -0.1% | 2,133 | $235K |
| Fonville Wealth Management LLC | 0.04% | No change | 2,129 | $235K |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 0.08% | No change | 2,136 | $233K |
| Strategic Financial Services, Inc. | 0.01% | Add +1.1% | 2,104 | $232K |
| Independent Family Office, LLC | 0.09% | No change | 2,100 | $232K |
| Laurel Wealth Advisors LLC | 0.02% | No change | 2,094 | $231K |
| Shum Financial Group, Inc. | 0.14% | New | 2,090 | $231K |
| Pointe Capital Management LLC | 0.10% | No change | 2,087 | $230K |
| Bright Futures Wealth Management, LLC. | 0.15% | Reduce -15.3% | 2,084 | $230K |
| Topsail Wealth Management, LLC | 0.03% | No change | 2,076 | $229K |
| Headinvest, LLC | 0.04% | New | 2,066 | $228K |
| Teachers Insurance & Annuity Association of America | 0.25% | No change | 2,062 | $227K |
| Blue Chip Partners, LLC | 0.01% | Reduce -0.1% | 2,056 | $227K |
| Retirement Solution LLC | 0.04% | New | 2,051 | $226K |
| Valtinson Bruner Financial Planning LLC | 0.06% | New | 2,050 | $226K |
| Armor Investment Advisors, LLC | 0.07% | No change | 2,040 | $225K |
| Horizon Investment Services, LLC | 0.06% | New | 2,027 | $224K |
| Financial Advisory Corp | 0.03% | Reduce -5.5% | 2,023 | $223K |
| Marino, Stram & Associates LLC | 0.04% | New | 2,022 | $223K |
| North Dallas Bank & Trust Co. | 0.13% | New | 2,020 | $223K |
| Brady Martz Wealth Solutions, LLC | 0.03% | New | 2,009 | $222K |
| Hillman Capital Management, Inc. | 0.16% | Reduce -18.1% | 2,007 | $221K |
| O'Brien Greene & Co. Inc | 0.06% | New | 2,000 | $221K |
| WealthShield Partners, LLC | 0.03% | Reduce -53.3% | 2,000 | $221K |
| Cullinan Associates Inc. | 0.02% | New | 2,000 | $221K |
| Paladin Advisory Group, LLC | 0.15% | Reduce -3.0% | 1,999 | $221K |
| Oarsman Capital, Inc. | 0.02% | New | 1,997 | $220K |
| Hickory Point Bank & Trust | 0.13% | No change | 1,996 | $220K |
| Mayfair Advisory Group, LLC | 0.07% | New | 2,012 | $220K |
| Meeder Advisory Services, Inc. | 0.01% | Reduce -10.6% | 1,985 | $219K |
| Strategies Wealth Advisors, LLC | 0.02% | New | 1,984 | $219K |
| First Heartland Consultants, Inc. | 0.01% | New | 1,978 | $218K |
| Westco Advisory Services Inc. | 0.13% | New | 1,975 | $218K |
| Stewardship Advisors, LLC | 0.05% | New | 1,974 | $218K |
| Aries Wealth Management | 0.04% | New | 1,964 | $217K |
| Morris Financial Concepts, Inc. | 0.07% | Reduce -1.4% | 1,962 | $216K |
| Partners in Financial Planning | 0.03% | New | 1,959 | $216K |
| JB Capital LLC | 0.01% | New | 1,953 | $215K |
| Markin Asset Management, LP | 0.18% | New | 1,952 | $215K |
| Integral Investment Advisors, Inc. | 0.05% | Reduce -27.9% | 1,950 | $215K |
| Fearless Solutions, LLC dba Best Invest | 0.11% | New | 1,946 | $215K |
| Fiduciary Alliance LLC | 0.01% | Reduce -75.2% | 1,946 | $215K |
| TCTC Holdings, LLC | 0.01% | New | 1,945 | $215K |
| Westwind Capital | 0.05% | No change | 1,943 | $214K |
| Marion Wealth Management | 0.04% | Reduce -11.4% | 1,939 | $214K |
| Cypress Point Wealth Management, LLC | 0.04% | New | 1,937 | $214K |
| Millstone Evans Group, LLC | 0.12% | No change | 1,932 | $213K |
| Trust Co. of Oklahoma | 0.05% | New | 1,930 | $213K |
| HFG Advisors, Inc. | 0.13% | New | 1,919 | $212K |
| Alpine Bank Wealth Management | 0.03% | Reduce -41.6% | 1,917 | $211K |
| Silver Oak Securities, Incorporated | 0.01% | Reduce -18.5% | 1,913 | $211K |
| Holderness Investments Co. | 0.03% | New | 1,897 | $209K |
| NWF Advisory Services Inc. | 0.02% | New | 1,896 | $209K |
| Spartan Wealth Advisory Services LLC | 0.02% | New | 1,891 | $209K |
| Hazlett, Burt & Watson, Inc. | 0.06% | No change | 1,885 | $208K |
| Blankinship & Foster, LLC | 0.04% | New | 1,883 | $208K |
| Dahring | Cusmano LLC | 0.11% | New | 1,871 | $206K |
| Obsidian Cio, LLC | 0.15% | New | 1,868 | $206K |
| Loudon Investment Management, LLC | 0.10% | New | 1,852 | $204K |
| 3 Factor Indexing, LLC | 0.17% | No change | 1,840 | $203K |
| Trustmark Bank Trust Department | 0.01% | New | 1,840 | $203K |
| 17 Capital Partners, LLC | 0.09% | New | 1,837 | $203K |
| Triangle Securities Wealth Management | 0.04% | New | 1,833 | $202K |
| Quadcap Wealth Management, LLC | 0.02% | New | 1,829 | $202K |
| Willis Johnson & Associates, Inc. | 0.01% | New | 1,827 | $202K |
| Clear Trail Advisors, LLC | 0.03% | Reduce -14.8% | 1,826 | $201K |
| Integrity Financial Corp | 0.10% | No change | 1,824 | $201K |
| Sterling Investment Advisors, Ltd. | 0.03% | New | 1,818 | $201K |
| Bravera Wealth | 0.07% | Reduce -3.0% | 1,767 | $195K |
| Hamilton Point Investment Advisors, LLC | 0.03% | No change | 1,759 | $194K |
| REAP Financial Group, LLC | 0.03% | Reduce -4.6% | 1,709 | $188K |
| Asset Dedication, LLC | 0.01% | No change | 1,677 | $185K |
| Ballast Advisors LLC | 0.04% | Reduce -1.5% | 1,671 | $184K |
| Arlington Trust Co LLC | 0.02% | Add +34.0% | 1,653 | $182K |
| Medallion Wealth Advisors, LLC | 0.06% | Add +15.8% | 1,645 | $181K |
| Cetera Trust Company, N.A | 0.09% | No change | 1,635 | $180K |
| 1015 Capital Partners, LLC | 0.15% | Reduce -1.4% | 1,605 | $177K |
| Olistico Wealth, LLC | 0.08% | Reduce -6.6% | 1,596 | $176K |
| Providence Capital Advisors, LLC | 0.03% | Add +167.1% | 1,549 | $171K |
| SJS Investment Consulting Inc. | 0.02% | Reduce -7.1% | 1,545 | $170K |
| CVA Family Office, LLC | 0.02% | No change | 1,539 | $170K |
| Deutsche Bank AG | 0.00% | Reduce -8.7% | 1,530 | $169K |
| MJT & Associates Financial Advisory Group, Inc. | 0.11% | No change | 1,500 | $165K |
| Key Financial Inc | 0.03% | No change | 1,477 | $163K |
| LRI Investments, LLC | 0.01% | No change | 1,460 | $161K |
| Rothschild Investment LLC | 0.01% | No change | 1,438 | $159K |
| CNB Bank | 0.06% | No change | 1,425 | $157K |
| Edmond DE Rothschild Holding S.A. | 0.00% | No change | 1,352 | $149K |
| Protective Life Corp. | 1.06% | Reduce -68.7% | 1,340 | $148K |
| High Note Wealth, LLC | 0.02% | No change | 1,308 | $144K |
| Glen Eagle Advisors, LLC | 0.02% | No change | 1,292 | $143K |
| NORTHSTAR ASSET MANAGEMENT Co | 0.03% | New | 1,231 | $135K |
| Financial Perspectives, Inc | 0.03% | No change | 1,214 | $134K |
| Chilton Capital Management LLC | 0.00% | Reduce -8.3% | 1,177 | $130K |
| Avalon Trust Co | 0.01% | Reduce -27.9% | 1,150 | $127K |
| Truvestments Capital LLC | 0.02% | No change | 1,140 | $126K |
| Manning & Napier Advisors LLC | 0.00% | No change | 1,123 | $124K |
| Align Financial, LLC | 0.06% | No change | 1,121 | $124K |
| CX Institutional | 0.00% | Add +0.2% | 1,101 | $121K |
| Creative Financial Designs Inc. | 0.01% | Add +182.8% | 1,086 | $120K |
| New Republic Capital, LLC | 0.03% | Add +0.2% | 1,052 | $116K |
| Ironwood Wealth Management, LLC. | 0.03% | Reduce -74.6% | 1,046 | $115K |
| Signature Equity Partners, LLC | 0.05% | Add +60.7% | 1,046 | $115K |
| West Financial Advisors, LLC | 0.02% | No change | 1,043 | $115K |
| Arcadia Investment Advisors LLC | 0.05% | No change | 1,038 | $115K |
| Fourth Dimension Wealth, LLC | 0.04% | No change | 1,034 | $114K |
| Smartleaf Asset Management LLC | 0.00% | No change | 1,035 | $114K |
| Piscataqua Savings Bank | 0.07% | No change | 1,000 | $110K |
| 3Chopt Investment Partners, LLC | 0.02% | New | 1,000 | $110K |
| Comprehensive Financial Planning, Inc. | 0.06% | Add +0.2% | 999 | $110K |
| Flagship Wealth Advisors, LLC | 0.02% | Add +800.0% | 981 | $108K |
| Barrett & Company, Inc. | 0.03% | Add +30.4% | 977 | $108K |
| Kroeger Financial Partners | 0.10% | — | 972 | $107K |
| Elevation Wealth Partners, LLC | 0.03% | No change | 965 | $106K |
| Security National Bank | 0.01% | No change | 960 | $106K |
| Corsicana & Co. | 0.05% | No change | 948 | $105K |
| Synergy Investment Management, LLC | 0.03% | Add +151.2% | 947 | $104K |
| Gerber Kawasaki Wealth & Investment Management | 0.00% | New | 938 | $104K |
| Gill Capital Partners, LLC | 0.03% | No change | 932 | $103K |
| Morse Asset Management, Inc | 0.02% | No change | 918 | $101K |
| Monetary Solutions, Ltd | 0.09% | No change | 914 | $101K |
| Roxbury Financial LLC | 0.08% | Add +12.3% | 893 | $99K |
| Bogart Wealth, LLC | 0.00% | Add +0.1% | 849 | $94K |
| Wealth Enhancement Trust Services, Inc. | 0.01% | Add +308.8% | 834 | $92K |
| Index Technologies Group LLC | 0.07% | New | 833 | $92K |
| Quantum Portfolio Management LLC | 0.03% | New | 833 | $92K |
| TIAA Wealth Investment Management LLC | 0.00% | Add +14.2% | 804 | $89K |
| Pinnacle Wealth Planning Services, Inc. | 0.01% | No change | 800 | $88K |
| Washington Trust Advisors, Inc. | 0.01% | Add +1.7% | 797 | $88K |
| Elevated Capital Advisors, LLC | 0.02% | No change | 793 | $87K |
| 1620 Investment Advisors, Inc. | 0.05% | New | 762 | $84K |
| Buck Wealth Strategies, LLC | 0.01% | New | 745 | $82K |
| Redwood Park Advisors LLC | 0.06% | No change | 740 | $82K |
| Highline Wealth Partners LLC | 0.02% | No change | 738 | $81K |
| Pittenger & Anderson Inc. | 0.00% | Add +2.2% | 729 | $80K |
| Quaker Wealth Management, LLC | 0.02% | No change | 686 | $76K |
| American Capital Advisory, LLC | 0.03% | No change | 675 | $74K |
| Glass Jacobson Investment Advisors llc | 0.02% | Add +0.1% | 669 | $74K |
| Hughes Financial Services, LLC | 0.01% | No change | 668 | $74K |
| WealthCollab, LLC | 0.03% | No change | 664 | $73K |
| Colony Family Offices, LLC | 0.02% | No change | 638 | $70K |
| Strategic Wealth Partners, Ltd. | 0.00% | No change | 600 | $66K |
| Security National Bank of Sioux City Iowa | 0.03% | New | 599 | $66K |
| Strategic Wealth Advisors LLC | 0.06% | No change | 687 | $66K |
| Highland Investment Advisors LLC | 0.03% | — | 588 | $65K |
| Copia Wealth Management | 0.04% | No change | 584 | $64K |
| Vision Retirement, LLC | 0.02% | Reduce -4.9% | 566 | $62K |
| Milestone Investment Advisors LLC | 0.01% | No change | 562 | $62K |
| Clearstead Trust, LLC | 0.01% | Reduce -9.4% | 546 | $60K |
| Cary Street Partners Investment Advisory LLC | 0.01% | Add +10.0% | 537 | $59K |
| First Command Advisory Services, Inc. | 0.00% | No change | 536 | $59K |
| Concord Wealth Partners | 0.01% | New | 535 | $59K |
| Quantbot Technologies LP | 0.00% | New | 519 | $57K |
| Cherry Tree Wealth Management, LLC | 0.01% | No change | 509 | $56K |
| Cedar Mountain Advisors, LLC | 0.01% | No change | 509 | $56K |
| Robinswood Financial LLC | 0.02% | No change | 503 | $56K |
| PlanVest Financial, Inc | 0.04% | Reduce -7.4% | 502 | $55K |
| Bank of New Hampshire | 0.01% | No change | 500 | $55K |
| Coston, McIsaac & Partners | 0.01% | No change | 500 | $55K |
| Hilton Head Capital Partners, LLC | 0.03% | No change | 493 | $54K |
| Private Wealth Management Group, LLC | 0.01% | No change | 488 | $54K |
| SIMA Wealth Partners, LLC | 0.04% | No change | 486 | $54K |
| Crews Bank & Trust | 0.01% | Reduce -7.6% | 485 | $54K |
| Institute for Wealth Management, LLC. | 0.00% | New | 484 | $53K |
| Addison Advisors LLC | 0.02% | No change | 476 | $53K |
| Lavaca Capital LLC | 0.01% | New | 466 | $51K |
| Atlantic Private Wealth, LLC | 0.03% | No change | 466 | $51K |
| Marshall Investment Management, LLC | 0.02% | Add +0.2% | 465 | $51K |
| Provident Wealth Management, LLC | 0.01% | No change | 460 | $51K |
| Realta Investment Advisors | 0.02% | No change | 459 | $51K |
| Pacific Center for Financial Services | 0.01% | No change | 448 | $49K |
| Basepoint Wealth LLC | 0.03% | Add +0.5% | 445 | $49K |
| TD Capital Management LLC | 0.00% | Add +0.2% | 439 | $48K |
| Dorato Capital Management | 0.03% | No change | 429 | $47K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | No change | 418 | $46K |
| Mascoma Wealth Management LLC | 0.01% | No change | 406 | $45K |
| Howe & Rusling Inc. | 0.00% | New | 400 | $44K |
| Ameriflex Group, Inc. | 0.02% | Add +17.2% | 381 | $42K |
| Rialto Wealth Management, LLC | 0.01% | No change | 379 | $42K |
| Wolff Wiese Magana LLC | 0.02% | Reduce -7.5% | 369 | $41K |
| Kelleher Financial Advisors | 0.01% | Add +100.0% | 360 | $40K |
| Tucker Asset Management LLC | 0.01% | Add +234.6% | 358 | $39K |
| Transamerica Financial Advisors, LLC | 0.00% | Reduce -1.4% | 357 | $39K |
| Godsey & Gibb, Inc. | 0.00% | Reduce -29.6% | 350 | $39K |
| Evolution Advisers, Inc. | 0.01% | Add +50.2% | 350 | $38K |
| KERR FINANCIAL PLANNING Corp | 0.04% | No change | 336 | $37K |
| TOWER TRUST & INVESTMENT Co | 0.02% | No change | 320 | $35K |
| Frazier Financial Advisors, LLC | 0.02% | No change | 314 | $35K |
| HHM Wealth Advisors, LLC | 0.00% | No change | 312 | $34K |
| Keating Financial Advisory Services, Inc. | 0.00% | No change | 305 | $34K |
| Advantage Trust Co | 0.01% | New | 304 | $34K |
| Peoples Financial Services Corp. | 0.01% | No change | 300 | $33K |
| Anchor Investment Management, LLC | 0.00% | Add +0.3% | 293 | $32K |
| LifeSteps Financial, Inc. | 0.01% | New | 292 | $32K |
| Cornerstone Planning Group LLC | 0.00% | Add +28.1% | 292 | $32K |
| NFSG Corp | 0.00% | No change | 280 | $31K |
| Thompson Investment Management, Inc. | 0.00% | No change | 267 | $29K |
| Harborfront Financial Group LLC | 0.11% | — | 260 | $29K |
| Main Management LLC | 0.00% | Add +113.5% | 254 | $28K |
| N.E.W. Advisory Services LLC | 0.00% | Add +29.1% | 253 | $28K |
| Nemes Rush Group LLC | 0.00% | No change | 249 | $27K |
| Vima LLC | 0.02% | — | 225 | $25K |
| Financial Gravity Companies, Inc. | 0.00% | — | 222 | $24K |
| IMA Advisory Services, Inc. | 0.00% | New | 222 | $24K |
| Commonwealth Retirement Investments LLC | 0.01% | New | 219 | $24K |
| St Germain D J Co. Inc. | 0.00% | No change | 216 | $24K |
| Consultiva Wealth Management, Corp. | 0.05% | No change | 206 | $23K |
| MPWM Advisory Solutions, LLC | 0.01% | Reduce -64.5% | 206 | $23K |
| Westside Investment Management, Inc. | 0.00% | No change | 200 | $22K |
| RMG Wealth Management LLC | 0.00% | No change | 193 | $22K |
| Basecamp Wealth Advisors LLC | 0.00% | No change | 198 | $22K |
| Measured Wealth Private Client Group, LLC | 0.01% | No change | 192 | $21K |
| Gables Capital Management Inc. | 0.01% | No change | 190 | $21K |
| Napier Financial, LLC | 0.00% | No change | 190 | $21K |
| Smallwood Wealth Investment Management, LLC | 0.01% | No change | 190 | $21K |
| DecisionPoint Financial, LLC | 0.00% | New | 188 | $21K |
| Wilkerson Advisory Group LLC | 0.01% | Add +304.4% | 186 | $21K |
| Reyes Financial Architecture, Inc. | 0.01% | No change | 185 | $20K |
| Burk Holdings LLC | 0.01% | No change | 182 | $20K |
| Horizon Investments, LLC | 0.00% | Add +6.8% | 173 | $19K |
| Eukles Asset Management | 0.01% | No change | 166 | $18K |
| Atwood & Palmer Inc. | 0.00% | No change | 165 | $18K |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 159 | $18K |
| Prosperity Bancshares Inc | 0.01% | No change | 149 | $16K |
| Evolution Wealth Management Inc. | 0.01% | No change | 148 | $16K |
| SRH Advisors, LLC | 0.00% | No change | 144 | $16K |
| Cornerstone National Bank & Trust Co | 0.01% | No change | 141 | $16K |
| Financial Consulate, Inc. | 0.00% | No change | 139 | $15K |
| JPL Wealth Management, LLC | 0.00% | No change | 134 | $15K |
| Park Place Capital Corp | 0.00% | No change | 131 | $14K |
| NWK Group, Inc. | 0.00% | No change | 128 | $14K |
| IAG Wealth Partners, LLC | 0.00% | No change | 126 | $14K |
| Community Financial Services Group, LLC | 0.00% | New | 119 | $13K |
| Sankala Group LLC | 0.01% | Reduce -35.6% | 112 | $13K |
| Avion Wealth | 0.00% | No change | 113 | $12K |
| NBH Bank | 0.01% | — | 108 | $12K |
| Kozak & Associates, Inc. | 0.00% | Add +0.9% | 106 | $12K |
| Jackson, Grant Investment Advisers, Inc. | 0.00% | No change | 101 | $11K |
| Motco | 0.00% | No change | 100 | $11K |
| Abound Wealth Management | 0.00% | Add +151.3% | 98 | $11K |
| Nalls Sherbakoff Group, LLC | 0.01% | No change | 96 | $11K |
| Rosenberg Matthew Hamilton | 0.00% | No change | 94 | $10K |
| Financial Network Wealth Advisors LLC | 0.01% | New | 88 | $10K |
| Carolina Wealth Advisors, LLC | 0.00% | New | 83 | $9K |
| Signaturefd, LLC | 0.00% | No change | 78 | $9K |
| Wellington-Altus USA Inc. | 0.01% | New | 87 | $8K |
| First Community Trust NA | 0.00% | No change | 74 | $8K |
| Wagner Wealth Management, LLC | 0.00% | Add +329.4% | 73 | $8K |
| Pin Oak Investment Advisors Inc. | 0.01% | No change | 71 | $8K |
| Allied Private Wealth LLC | 0.01% | — | 72 | $8K |
| Archer Investment Corp | 0.00% | Reduce -15.2% | 67 | $7K |
| Quent Capital, LLC | 0.00% | New | 65 | $7K |
| Wallace Hart LLC | 0.00% | No change | 58 | $6K |
| Valued Wealth Advisors LLC | 0.00% | No change | 52 | $6K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | Reduce -39.5% | 49 | $5K |
| Clark Wealth Partners | 0.00% | No change | 46 | $5K |
| McGuire Capital Advisors Inc. | 0.00% | No change | 45 | $5K |
| Silver Grove Financial Group, Inc. | 0.00% | No change | 44 | $5K |
| Networth Advisors, LLC | 0.00% | Reduce -16.3% | 41 | $5K |
| YANKCOM Partnership | 0.00% | No change | 39 | $4K |
| FWL Investment Management, LLC | 0.00% | No change | 39 | $4K |
| Guardian Partners Inc. | 0.00% | New | 36 | $4K |
| Arvest Investments, Inc. | 0.00% | New | 36 | $4K |
| Downshift Financial, LLC | 0.00% | New | 29 | $3K |
| Sellwood Investment Partners LLC | 0.00% | No change | 24 | $3K |
| Hilltop National Bank | 0.00% | No change | 23 | $3K |
| Signature Resources Capital Management, LLC | 0.00% | No change | 22 | $2K |
| Physician Wealth Advisors, Inc. | 0.00% | Reduce -4.5% | 21 | $2K |
| Caitlin John, LLC | 0.00% | No change | 20 | $2K |
| 10Elms LLP | 0.00% | No change | 20 | $2K |
| Quest 10 Wealth Builders, Inc. | 0.00% | Reduce -15.0% | 17 | $2K |
| Spurstone Advisory Services, LLC | 0.03% | No change | 17 | $2K |
| Key Capital Management, INC | 0.00% | New | 15 | $2K |
| Markowski Investments | 0.00% | — | 12 | $1K |
| Delta Asset Management LLC | 0.00% | No change | 12 | $1K |
| Cornerstone Financial Management LLC | 0.00% | Reduce -60.0% | 10 | $1K |
| Strive Financial Group ,LLC | 0.00% | New | 10 | $1K |
| Logan Capital Management Inc. | 0.00% | — | 10 | $1K |
| Harbor Capital Advisors, Inc. | 0.00% | No change | 6 | $1K |
| Investment Counsel Co. of Nevada | 0.00% | Reduce -99.3% | 9 | $993 |
| Montgomery Financial Services LLC | 0.00% | — | 9 | $993 |
| Luminist Capital LLC | 0.00% | New | 8 | $883 |
| Richards, Merrill & Peterson, Inc. | 0.00% | No change | 8 | $883 |
| Cape Investment Advisory, Inc. | 0.00% | New | 8 | $883 |
| Bullseye Investment Management, LLC | 0.00% | New | 3 | $331 |
"% 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.