iShares Russell Mid-Cap ValuIWSETF
13F holders, Q1 2024 (March 31)852holders
4famous investors
$125.33avg. 13F price*
At the end of Q1 2024, 852 institutions reported holding iShares Russell Mid-Cap Valu (IWS) in their 13F filings. The largest holders were Tiaa Trust, National Association ($1.6B), Morgan Stanley ($998.0M) and Jones Financial Companies LLLP ($979.8M). 4 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio).
- Company
- iShares Russell Mid-Cap Valu
- CUSIP
- 464287473
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 58 | $22.2M |
| Exits | 56 | $78.3M |
Ownership 852 holders
| Tiaa Trust, National Association | 4.83% | Reduce -1.9% | 12,594,490 | $1.6B |
| Morgan Stanley | 0.08% | Reduce -0.4% | 7,962,858 | $998.0M |
| Jones Financial Companies LLLP | 1.34% | Add +4.0% | 7,818,003 | $979.8M |
| Bank of America Corp. | 0.05% | Add +4.8% | 4,401,108 | $551.6M |
| US Bancorp \de | 0.71% | Add +2.9% | 4,078,360 | $511.2M |
| Envestnet Portfolio Solutions, Inc. | 1.91% | Add +29.4% | 4,046,878 | $507.2M |
| Wells Fargo & Company | 0.13% | Reduce -5.1% | 3,923,895 | $491.8M |
| First Citizens Bank & Trust Co. | 6.77% | Add +43.5% | 2,821,990 | $353.7M |
| Royal Bank of Canada | 0.08% | Add +10.2% | 2,753,437 | $345.1M |
| Commerce Bank | 2.10% | Reduce -5.7% | 2,531,059 | $317.2M |
| Commonwealth Equity Services, LLC | 0.50% | Add +1.0% | 2,393,973 | $300.0M |
| FMR LLC | 0.02% | Reduce -2.5% | 2,063,159 | $258.6M |
| Betterment LLC | 0.67% | Reduce -4.6% | 1,978,662 | $248.0M |
| UBS Group AG | 0.07% | Reduce -0.3% | 1,710,314 | $214.4M |
| PNC Financial Services Group, Inc. | 0.13% | Reduce -1.5% | 1,544,889 | $193.6M |
| Zions Bancorporation, N.A. | 11.90% | Add +1.1% | 1,289,961 | $161.7M |
| Victory Capital Management Inc. | 0.15% | Reduce -15.3% | 1,203,500 | $150.8M |
| Ameriprise Financial Inc. | 0.04% | Reduce -0.6% | 1,195,596 | $150.4M |
| Cassaday & Co Wealth Management LLC | 3.72% | Add +1.8% | 914,088 | $114.6M |
| Envestnet Asset Management Inc. | 0.04% | Reduce -3.3% | 855,914 | $107.3M |
| LPL Financial LLC | 0.06% | Reduce -3.6% | 840,905 | $105.4M |
| Stephens Inc. | 1.60% | Add +18.8% | 820,856 | $102.9M |
| JPMorgan Chase & Co. | 0.01% | Reduce -11.0% | 727,113 | $91.1M |
| Stephens Group Asset Management, LLC | 7.80% | Add +0.9% | 681,100 | $85.4M |
| Raymond James Financial Services Advisors, Inc. | 0.11% | Add +3.3% | 566,565 | $71.0M |
| Truist Financial Corp. | 0.11% | Reduce -7.4% | 559,527 | $70.1M |
| Equitable Holdings, Inc. | 0.71% | Reduce -6.7% | 503,612 | $63.1M |
| Heritage Wealth Advisors | 2.68% | Add +0.3% | 469,101 | $58.8M |
| One Capital Management, LLC | 1.80% | Add +3.2% | 396,508 | $49.7M |
| AMG National Trust Bank | 1.30% | Reduce -3.0% | 355,226 | $44.5M |
| Northwestern Mutual Wealth Management Co. | 0.04% | Reduce -0.1% | 306,105 | $38.4M |
| Cetera Investment Advisers | 0.09% | Add +648.3% | 295,739 | $37.1M |
| Corient Private Wealth LP | 0.07% | Reduce -8.7% | 293,516 | $36.8M |
| Chicago Partners Investment Group LLC | 1.55% | Reduce -0.3% | 303,941 | $36.4M |
| Wescott Financial Advisory Group, LLC | 4.40% | Add +1.2% | 282,429 | $35.4M |
| AE Wealth Management LLC | 0.40% | Reduce -51.6% | 280,990 | $35.2M |
| Mariner, LLC | 0.07% | Reduce -3.1% | 278,886 | $35.0M |
| GLOBALT Investments LLC / GA | 1.36% | Reduce -0.6% | 272,264 | $34.1M |
| Cedar Mountain Advisors, LLC | 7.76% | Add +0.5% | 246,299 | $30.9M |
| Osaic Holdings, Inc. | 0.06% | Reduce -25.2% | 228,469 | $28.6M |
| Avantax Planning Partners, Inc. | 0.86% | Add +3.1% | 212,038 | $26.6M |
| Keybank National Association | 0.11% | Reduce -0.4% | 204,432 | $25.6M |
| SVB Wealth LLC | 0.56% | Add +94.6% | 200,455 | $25.1M |
| M&T Bank Corp | 0.09% | Reduce -2.3% | 196,969 | $24.7M |
| Covenant Partners, LLC | 7.07% | Reduce -4.7% | 193,434 | $24.2M |
| LPWM LLC | 8.81% | Add +2.1% | 196,938 | $24.0M |
| Pegasus Partners Ltd. | 2.38% | Add +5.4% | 178,961 | $22.4M |
| Kestra Advisory Services, LLC | 0.15% | Add +2.9% | 174,740 | $21.9M |
| Hapanowicz & Associates Financial Services, Inc | 11.99% | Add +1.3% | 167,549 | $21.0M |
| Raymond James & Associates | 0.01% | Reduce -27.0% | 163,787 | $20.5M |
| Moneta Group Investment Advisors LLC | 0.33% | Add +45.5% | 162,435 | $20.4M |
| Rockefeller Capital Management L.P. | 0.06% | Add +16.4% | 157,816 | $19.8M |
| Badgley Phelps Wealth Managers, LLC | 0.49% | Add +4.6% | 155,771 | $19.5M |
| Asset Management Group, Inc. | 2.93% | Reduce -1.0% | 153,890 | $19.3M |
| Captrust Financial Advisors | 0.07% | Reduce -28.4% | 150,774 | $18.9M |
| Rodgers & Associates, LTD | 2.38% | Reduce -2.4% | 147,922 | $18.5M |
| HighTower Advisors, LLC | 0.03% | Reduce -9.0% | 146,925 | $18.4M |
| First Citizens Asset Management, Inc. | 6.80% | Add +43.5% | 143,375 | $18.0M |
| Anchor Capital Advisors LLC | 0.47% | Reduce -55.9% | 142,729 | $17.9M |
| RTD Financial Advisors, Inc. | 2.39% | Add +5.0% | 141,975 | $17.8M |
| CIBC Private Wealth Group LLC | 0.03% | Reduce -3.4% | 141,319 | $17.6M |
| Bishop & Co Investment Management, LLC | 7.23% | Reduce -39.6% | 139,394 | $17.5M |
| Fifth Third Bancorp | 0.07% | Reduce -10.1% | 137,733 | $17.3M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -1.1% | 137,003 | $17.2M |
| Advisors Preferred, LLC | 2.78% | Reduce -13.7% | 132,840 | $16.5M |
| LBJ Family Wealth Advisors, Ltd. | 10.30% | Add +3.2% | 129,322 | $16.2M |
| Stifel Financial Corp. | 0.02% | Add +0.4% | 128,620 | $16.1M |
| Baird Financial Group, Inc. | 0.03% | Reduce -14.9% | 128,137 | $16.1M |
| Legacy Edge Advisors, LLC | 3.30% | Add +1.0% | 126,248 | $15.8M |
| Northern Trust Corp. | 0.00% | Reduce -1.6% | 126,241 | $15.8M |
| Focus Partners Wealth | 0.12% | Add +2359.0% | 119,532 | $15.0M |
| HSBC Holdings PLC | 0.01% | Add +3.2% | 119,426 | $15.0M |
| Avantax Advisory Services, Inc. | 0.13% | Reduce -3.3% | 115,371 | $14.5M |
| UMB Bank, n.a. | 0.23% | Reduce -2.7% | 115,129 | $14.4M |
| Comerica Bank | 0.06% | Reduce -6.6% | 114,030 | $14.3M |
| FSA Wealth Management LLC | 6.17% | Add +2.8% | 113,138 | $14.2M |
| Steward Partners Investment Advisory, LLC | 0.15% | Add +3.8% | 111,152 | $13.9M |
| HUB Investment Partners, LLC | 0.76% | Add +0.4% | 109,911 | $13.8M |
| Wealth Enhancement Advisory Services, LLC | 0.04% | Reduce -5.7% | 108,375 | $13.6M |
| Simplicity Wealth,LLC | 0.32% | Add +85.9% | 107,669 | $13.5M |
| Waverly Advisors, LLC | 0.31% | Reduce -12.6% | 105,966 | $13.3M |
| Fifth Third Securities, Inc. | 1.26% | Reduce -0.1% | 103,679 | $13.0M |
| Bokf, NA | 0.24% | Reduce -1.0% | 104,249 | $13.0M |
| Bank of Montreal | 0.00% | Reduce -6.6% | 97,211 | $12.2M |
| Bartlett & Co. Wealth Management LLC | 0.19% | Reduce -4.0% | 96,632 | $12.1M |
| Creative Planning | 0.01% | Reduce -4.1% | 96,538 | $12.1M |
| Accredited Investors Inc. | 0.73% | Reduce -1.8% | 90,425 | $11.3M |
| Assetmark, Inc. | 0.04% | Add +6115.9% | 88,576 | $11.1M |
| Etfidea, LLC | 3.75% | Add +4.3% | 87,679 | $11.0M |
| Thompson Siegel & Walmsley LLC | 0.17% | Reduce -59.1% | 86,639 | $10.9M |
| JMG Financial Group, Ltd. | 0.41% | Reduce -1.4% | 85,345 | $10.7M |
| Johnson Investment Counsel Inc. | 0.11% | Reduce -3.6% | 83,696 | $10.5M |
| Occidental Asset Management, LLC | 1.95% | Add +2.2% | 83,387 | $10.5M |
| Principal Financial Group Inc. | 0.01% | Add +20.5% | 82,200 | $10.3M |
| First Horizon Advisors, Inc. | 0.32% | Reduce -7.3% | 81,376 | $10.2M |
| Kestra Private Wealth Services, LLC | 0.23% | Reduce -0.5% | 80,949 | $10.1M |
| Earnest Partners LLC | 0.05% | Add +73.1% | 80,397 | $10.1M |
| Prudential Financial Inc. | 0.01% | Reduce -3.9% | 78,101 | $9.8M |
| Twin Focus Capital Partners, LLC | 1.81% | Add +8.0% | 75,915 | $9.5M |
| MAI Capital Management | 0.09% | Reduce -2.7% | 68,875 | $8.6M |
| WestHill Financial Advisors, Inc. | 2.11% | Add +3.2% | 68,393 | $8.6M |
| MML Investors Services, LLC | 0.04% | Reduce -4.8% | 68,374 | $8.6M |
| Savant Capital, LLC | 0.10% | Add +0.2% | 67,762 | $8.5M |
| Synovus Financial Corp. | 0.11% | Add +1.7% | 67,581 | $8.5M |
| Prosperity Consulting Group, LLC | 1.06% | Add +110.5% | 67,527 | $8.5M |
| Financial Planning & Information Services, Inc. | 1.23% | Reduce -3.0% | 65,417 | $8.2M |
| Forte Capital LLC | 0.97% | Reduce -2.9% | 62,319 | $7.8M |
| Evergreen Capital Management LLC | 0.29% | Add +16.9% | 61,672 | $7.7M |
| Inspirion Wealth Advisors, LLC | 1.25% | Add +2.6% | 60,354 | $7.6M |
| Wilbanks Smith & Thomas Asset Management LLC | 0.21% | Reduce -3.3% | 59,958 | $7.5M |
| Nuance Investments, LLC | 0.19% | Reduce -27.8% | 59,066 | $7.4M |
| Cwm, LLC | 0.03% | Add +15.6% | 56,328 | $7.1M |
| Conning Inc. | 0.23% | Add +1.6% | 54,336 | $6.8M |
| Private Advisor Group, LLC | 0.05% | Reduce -7.2% | 54,056 | $6.8M |
| Councilor Wealth, LLC | 3.37% | Reduce -10.9% | 53,671 | $6.7M |
| Mercer Global Advisors Inc. | 0.02% | Reduce -69.8% | 21,220 | $6.7M |
| McAdam, LLC | 0.43% | Reduce -3.7% | 53,218 | $6.7M |
| Pinnacle Financial Partners Inc | 0.14% | Add +3.2% | 52,269 | $6.6M |
| Corundum Group, Inc. | 3.14% | Add +0.2% | 51,999 | $6.5M |
| Bleakley Financial Group, LLC | 0.18% | Reduce -2.0% | 49,944 | $6.3M |
| Processus Wealth & Capital Management, LLC | 5.31% | Add +25.6% | 47,806 | $6.0M |
| NewEdge Advisors, LLC | 0.05% | Reduce -12.1% | 47,447 | $5.9M |
| German American Bancorp, Inc. | 0.71% | Add +0.9% | 47,445 | $5.9M |
| Powell Investment Advisors, LLC | 3.10% | Reduce -2.0% | 46,786 | $5.9M |
| Kingdom Financial Group LLC. | 3.93% | Add +38.7% | 44,638 | $5.6M |
| NewEdge Wealth, LLC | 0.13% | Reduce -19.7% | 46,513 | $5.6M |
| Farmers & Merchants Investments Inc. | 0.18% | Reduce -2.4% | 43,438 | $5.4M |
| XML Financial, LLC | 0.54% | Reduce -53.5% | 42,050 | $5.3M |
| Glenmede Trust Co. NA | 0.03% | Add +0.4% | 41,749 | $5.2M |
| Vance Wealth, LLC | 2.00% | Add +10.1% | 39,979 | $5.0M |
| Aldebaran Capital, LLC | 4.78% | New | 39,944 | $5.0M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -51.5% | 39,376 | $4.9M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Reduce -7.4% | 39,221 | $4.9M |
| Amarillo National Bank | 0.88% | Reduce -0.1% | 37,798 | $4.7M |
| Community Bank, N.A. | 0.62% | Reduce -2.8% | 37,585 | $4.7M |
| James J. Burns & Company, LLC | 1.60% | Reduce -24.9% | 37,074 | $4.6M |
| Investment Partners, LTD. | 2.07% | Add +0.8% | 36,384 | $4.6M |
| Lido Advisors, LLC | 0.04% | Reduce -2.0% | 36,114 | $4.5M |
| EP Wealth Advisors, LLC | 0.05% | Reduce -2.4% | 34,526 | $4.3M |
| Great Valley Advisor Group, Inc. | 0.13% | Reduce -2.5% | 33,551 | $4.2M |
| Pathstone Holdings, LLC | 0.02% | Add +14.8% | 33,387 | $4.2M |
| Peapack Gladstone Financial Corp. | 0.07% | Reduce -4.9% | 33,234 | $4.2M |
| Mather Group, Llc. | 0.07% | Reduce -3.0% | 35,686 | $4.1M |
| Falcon Wealth Planning | 0.65% | Reduce -2.8% | 32,818 | $4.1M |
| Modera Wealth Management, LLC | 0.06% | Add +0.3% | 32,615 | $4.1M |
| Auour Investments LLC | 1.44% | Add +2.0% | 31,132 | $3.9M |
| Rwa Wealth Partners, LLC | 0.05% | No change | 30,884 | $3.9M |
| Bank of New York Mellon Corp | 0.00% | Reduce -9.8% | 30,826 | $3.9M |
| T. Rowe Price Associates Inc. | 0.00% | No change | 30,708 | $3.8M |
| FMA Wealth Management, LLC | 3.17% | Add +0.1% | 30,520 | $3.8M |
| Atria Wealth Solutions, Inc. | 0.04% | Reduce -19.5% | 29,995 | $3.8M |
| Regions Financial Corp. | 0.03% | Reduce -1.5% | 29,710 | $3.7M |
| Focus Financial Network, Inc. | 0.18% | — | 31,624 | $3.7M |
| Citadel Advisors | 0.00% | Reduce -37.8% | 29,305 | $3.7M |
| Ascent Group, LLC | 0.32% | Add +9.3% | 29,140 | $3.7M |
| ARK & TLK Investments, LLC | 1.39% | Reduce -4.3% | 28,477 | $3.6M |
| HBK Sorce Advisory LLC | 0.12% | Reduce -7.0% | 28,143 | $3.5M |
| Northeast Financial Consultants Inc | 0.17% | No change | 27,788 | $3.5M |
| Mill Creek Capital Advisors, LLC | 0.09% | Reduce -1.1% | 27,731 | $3.5M |
| Connecticut Wealth Management, LLC | 0.18% | No change | 27,629 | $3.5M |
| Park Avenue Securities LLC | 0.04% | Add +21.6% | 26,711 | $3.3M |
| Sage Financial Group Inc. | 0.30% | Reduce -0.1% | 26,305 | $3.3M |
| B. Riley Wealth Advisors, Inc. | 0.09% | Add +22.7% | 30,857 | $3.2M |
| Oppenheimer & Co. Inc. | 0.05% | Add +0.4% | 25,788 | $3.2M |
| Condor Capital Management | 0.31% | Add +1.4% | 25,575 | $3.2M |
| Quantum Portfolio Management LLC | 1.82% | Reduce -40.7% | 25,557 | $3.2M |
| Platte River Wealth Advisors, LLC | 0.91% | Reduce -2.4% | 25,367 | $3.2M |
| Atria Investments, Inc | 0.04% | Reduce -6.9% | 25,337 | $3.2M |
| Meeder Asset Management Inc. | 0.20% | Reduce -1.3% | 24,949 | $3.1M |
| Harbor Investment Advisory, LLC | 0.31% | Add +0.2% | 23,914 | $3.0M |
| City Holding Co. | 0.44% | Reduce -0.1% | 23,631 | $3.0M |
| Blair William & Co. | 0.01% | Reduce -14.0% | 23,548 | $3.0M |
| Noble Family Wealth, LLC | 0.83% | Reduce -0.4% | 23,369 | $2.9M |
| Bridges Investment Management Inc. | 0.09% | Reduce -13.3% | 23,356 | $2.9M |
| First Merchants Corp. | 0.22% | Add +1217.6% | 23,321 | $2.9M |
| Citigroup Inc. | 0.00% | Add +11.3% | 22,787 | $2.9M |
| Money Concepts Capital Corp. | 0.26% | New | 22,515 | $2.8M |
| Natixis Advisors, LLC | 0.01% | Add +27.0% | 22,301 | $2.8M |
| Global Retirement Partners, LLC | 0.10% | Reduce -1.2% | 22,167 | $2.8M |
| FAS Wealth Partners, Inc. | 0.25% | Add +0.7% | 22,148 | $2.8M |
| First Pacific Financial | 0.77% | Reduce -5.4% | 22,105 | $2.8M |
| MSH Capital Advisors LLC | 0.97% | Add +4.5% | 21,990 | $2.8M |
| Concourse Financial Group Securities, Inc. | 0.17% | Add +17.7% | 20,868 | $2.6M |
| Eukles Asset Management | 1.13% | Reduce -1.0% | 20,821 | $2.6M |
| Atlas Brown,Inc. | 0.94% | Reduce -0.2% | 20,709 | $2.6M |
| Brown Advisory Inc. | 0.00% | Reduce -2.8% | 20,265 | $2.5M |
| Brighton Jones LLC | 0.09% | Reduce -2.4% | 19,884 | $2.5M |
| Whitegate Investment Counselors, Inc. | 0.70% | No change | 19,817 | $2.5M |
| Freedom Investment Management, Inc. | 0.20% | Reduce -9.3% | 19,533 | $2.4M |
| STAR Financial Bank | 2.09% | Add +2.2% | 19,484 | $2.4M |
| Vanguard Group Inc. | 0.00% | Add +3.1% | 19,473 | $2.4M |
| Fidelis Capital Partners, LLC | 0.37% | Add +9.9% | 19,314 | $2.4M |
| KMG Fiduciary Partners, LLC | 0.24% | Reduce -6.5% | 18,729 | $2.3M |
| Wesbanco Bank Inc. | 0.09% | Add +138.7% | 18,510 | $2.3M |
| Goelzer Investment Management, Inc. | 0.13% | Reduce -0.4% | 18,501 | $2.3M |
| Whittier Trust Co. of Nevada Inc. | 0.07% | Reduce -8.0% | 18,381 | $2.3M |
| Whittier Trust Co. | 0.03% | Reduce -4.3% | 18,110 | $2.3M |
| Performance Wealth Partners, LLC | 0.09% | Reduce -9.2% | 18,045 | $2.3M |
| Cresset Asset Management, LLC | 0.01% | Reduce -4.9% | 17,499 | $2.2M |
| Telos Capital Management, Inc. | 0.25% | Reduce -1.9% | 17,360 | $2.2M |
| Ashton Thomas Private Wealth, LLC | 0.12% | Reduce -1.0% | 17,359 | $2.2M |
| BlackRock Inc. | 0.00% | Reduce -79.7% | 17,163 | $2.2M |
| Financial Counselors Inc. | 0.04% | Reduce -2.7% | 16,842 | $2.1M |
| Annapolis Financial Services, LLC | 0.69% | No change | 16,721 | $2.1M |
| Insight 2811, Inc. | 1.06% | Reduce -1.2% | 16,490 | $2.1M |
| Renaissance Technologies | 0.00% | New | 16,400 | $2.1M |
| Glenview Trust Co | 0.04% | No change | 16,373 | $2.1M |
| Geneos Wealth Management Inc. | 0.09% | Reduce -1.9% | 16,304 | $2.0M |
| Old National Bancorp | 0.05% | No change | 16,240 | $2.0M |
| Beacon Bank & Trust | 0.50% | Reduce -4.7% | 16,142 | $2.0M |
| Financial Engines Advisors L.L.C. | 0.00% | Reduce -2.4% | 15,997 | $2.0M |
| Lincoln National Corp. | 0.03% | Reduce -0.3% | 15,922 | $2.0M |
| Sigma Planning Corp | 0.06% | Add +132.8% | 15,805 | $2.0M |
| Wittenberg Investment Management, Inc. | 0.68% | Reduce -24.1% | 15,762 | $2.0M |
| Principal Securities, Inc. | 0.06% | Add +3.5% | 15,343 | $1.9M |
| Stock Yards Bank & Trust Co. | 0.06% | Add +18.5% | 15,163 | $1.9M |
| Trivium Point Advisory, LLC | 0.41% | Add +4.9% | 15,162 | $1.9M |
| Widmann Financial Services, Inc. | 1.59% | Add +1.1% | 15,080 | $1.9M |
| Nations Financial Group Inc, /Ia/ | 0.16% | Add +1.3% | 14,966 | $1.9M |
| Horst & Graben Wealth Management LLC | 0.38% | Reduce -2.7% | 14,937 | $1.9M |
| TD Private Client Wealth LLC | 0.06% | Add +2.3% | 14,680 | $1.8M |
| Quadrant Capital Group LLC | 0.14% | No change | 14,624 | $1.8M |
| Virtue Capital Management, LLC | 0.33% | New | 15,091 | $1.8M |
| AdvisorNet Financial, Inc | 0.17% | Add +8.7% | 14,514 | $1.8M |
| Tradition Wealth Management, LLC | 0.18% | Reduce -49.8% | 14,364 | $1.8M |
| Home Federal Bank of Tennessee | 0.55% | Reduce -3.2% | 14,212 | $1.8M |
| Wintrust Investments LLC | 0.15% | Add +1.5% | 13,927 | $1.7M |
| Bessemer Group Inc. | 0.00% | Add +43.7% | 13,791 | $1.7M |
| Cerity Partners LLC | 0.00% | Reduce -0.7% | 13,591 | $1.7M |
| TFB Advisors LLC | 0.61% | Add +3.5% | 14,268 | $1.7M |
| Franklin Resources Inc. | 0.00% | Add +3.6% | 13,503 | $1.7M |
| Beacon Pointe Advisors, LLC | 0.02% | Add +8.9% | 13,484 | $1.7M |
| Peloton Wealth Strategists | 0.69% | Add +7.3% | 13,414 | $1.7M |
| Whitaker-Myers Wealth Managers, LTD. | 0.70% | Reduce -5.7% | 13,250 | $1.7M |
| Intrepid Financial Planning Group LLC | 0.72% | Reduce -0.1% | 13,215 | $1.7M |
| BHK Investment Advisors, LLC | 0.63% | Add +37.9% | 13,080 | $1.6M |
| Stratos Wealth Partners, LTD. | 0.03% | Reduce -11.0% | 13,029 | $1.6M |
| Aptus Capital Advisors, LLC | 0.04% | Add +1164.5% | 13,024 | $1.6M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -5.9% | 12,836 | $1.6M |
| CENTRAL TRUST Co | 0.04% | Reduce -4.3% | 12,597 | $1.6M |
| Broadview Financial Management, LLC | 1.15% | Add +5.1% | 12,594 | $1.6M |
| Five Oceans Advisors | 0.81% | No change | 12,500 | $1.6M |
| Pacific Sun Financial Corp | 0.90% | Add +0.7% | 12,364 | $1.5M |
| Rehmann Capital Advisory Group | 0.12% | Reduce -2.0% | 12,317 | $1.5M |
| Sonata Capital Group Inc. | 0.70% | No change | 12,196 | $1.5M |
| Allspring Global Investments Holdings, LLC | 0.00% | Reduce -68.9% | 11,879 | $1.5M |
| Washington Trust Bank | 0.14% | Reduce -69.4% | 11,813 | $1.5M |
| Financial Guidance Group, Inc. | 0.96% | Reduce -4.7% | 11,786 | $1.5M |
| Choreo, LLC | 0.04% | Reduce -9.8% | 11,730 | $1.5M |
| Advisory Services Network, LLC | 0.03% | Add +1.8% | 11,722 | $1.5M |
| Park Place Capital Corp | 0.52% | Reduce -7.5% | 11,679 | $1.5M |
| Townsquare Capital LLC | 0.02% | Add +76.4% | 11,542 | $1.4M |
| MWA Asset Management | 1.05% | Add +1.7% | 11,537 | $1.4M |
| Affinity Capital Advisors, LLC | 0.32% | No change | 11,488 | $1.4M |
| Pure Financial Advisors, LLC | 0.04% | Add +0.2% | 11,435 | $1.4M |
| Csenge Advisory Group | 0.08% | Add +76.7% | 11,409 | $1.4M |
| Tectonic Advisors LLC | 0.11% | Add +58.8% | 11,152 | $1.4M |
| Sequoia Financial Advisors, LLC | 0.02% | Reduce -2.9% | 11,017 | $1.4M |
| Ameritas Advisory Services, LLC | 0.06% | Add +47.8% | 11,167 | $1.4M |
| Kingsview Wealth Management, LLC | 0.03% | Reduce -7.0% | 10,980 | $1.4M |
| Renasant Bank | 0.97% | No change | 10,885 | $1.4M |
| Legacy Bridge, LLC | 0.79% | Reduce -2.1% | 10,781 | $1.4M |
| D.A. Davidson & Co. | 0.01% | Reduce -22.0% | 10,741 | $1.3M |
| Roberts Financial Services LLC | 0.27% | Reduce -3.7% | 10,627 | $1.3M |
| Courier Capital LLC | 0.10% | Reduce -4.2% | 10,623 | $1.3M |
| Prospera Financial Services Inc | 0.04% | Reduce -6.0% | 10,600 | $1.3M |
| EverSource Wealth Advisors, LLC | 0.10% | Add +261.3% | 11,103 | $1.3M |
| MV Capital Management, Inc. | 0.15% | Add +0.4% | 10,455 | $1.3M |
| Bedel Financial Consulting, Inc. | 0.20% | Add +3.0% | 10,424 | $1.3M |
| Wealthspire Advisors, LLC | 0.02% | Reduce -3.7% | 10,358 | $1.3M |
| NorthCoast Asset Management LLC | 0.02% | Add +13.5% | 10,253 | $1.3M |
| Country Club Bank | 0.09% | Reduce -20.3% | 10,216 | $1.3M |
| Meridian Wealth Management, LLC | 0.21% | Reduce -3.3% | 10,009 | $1.3M |
| FWG Investments, LLC. | 1.33% | Reduce -9.4% | 9,776 | $1.2M |
| Brown Brothers Harriman & Co. | 0.01% | Add +391.4% | 9,711 | $1.2M |
| REAP Financial Group, LLC | 0.33% | Reduce -10.0% | 9,696 | $1.2M |
| Sowa Financial Group, Inc. | 0.99% | No change | 10,397 | $1.2M |
| Evensky & Katz LLC | 0.09% | Add +0.3% | 9,643 | $1.2M |
| Baker Tilly Wealth Management, LLC | 0.22% | Reduce -18.7% | 9,642 | $1.2M |
| Truepoint, Inc. | 0.03% | Add +31.5% | 9,606 | $1.2M |
| United Capital Financial Advisors, LLC | 0.01% | Reduce -23.0% | 9,546 | $1.2M |
| LGT Financial Advisors LLC | 1.39% | Add +0.3% | 9,518 | $1.2M |
| Callan Family Office, LLC | 0.28% | Reduce -15.7% | 9,508 | $1.2M |
| National Philanthropic Trust | 0.03% | No change | 9,466 | $1.2M |
| Berkeley, Inc | 0.72% | Reduce -2.4% | 9,464 | $1.2M |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -72.6% | 9,343 | $1.2M |
| Orion Portfolio Solutions, LLC | 0.01% | Reduce -72.6% | 9,343 | $1.2M |
| PGIM Custom Harvest LLC | 0.03% | Reduce -2.2% | 9,270 | $1.2M |
| Kennedy Capital Management LLC | 0.02% | Reduce -84.4% | 9,262 | $1.2M |
| Gladstone Institutional Advisory LLC | 0.06% | Reduce -0.1% | 9,237 | $1.2M |
| Thomasville National Bank | 0.10% | Reduce -0.1% | 9,223 | $1.2M |
| Transcend Capital Advisors, LLC | 0.09% | Reduce -0.1% | 9,211 | $1.2M |
| Alliancebernstein L.P. | 0.00% | Reduce -40.9% | 9,015 | $1.1M |
| Composition Wealth, LLC | 0.03% | Reduce -19.3% | 8,982 | $1.1M |
| Benjamin F. Edwards & Company, Inc. | 0.02% | Reduce -35.6% | 8,937 | $1.1M |
| Viewpoint Capital Management LLC | 0.71% | No change | 8,879 | $1.1M |
| Raymond James Trust N.A. | 0.03% | Add +1.5% | 8,832 | $1.1M |
| First Foundation Advisors | 0.04% | Add +12.0% | 8,763 | $1.1M |
| SageView Advisory Group, LLC | 0.06% | Reduce -22.6% | 3,255 | $1.1M |
| FineMark National Bank & Trust | 0.04% | Reduce -0.7% | 8,736 | $1.1M |
| Saxon Interests, Inc. | 0.52% | Reduce -1.2% | 8,677 | $1.1M |
| SOL Capital Management CO | 0.14% | No change | 8,641 | $1.1M |
| Trust Point Inc. | 0.08% | Reduce -0.9% | 8,578 | $1.1M |
| Wilmington Savings Fund Society, FSB | 0.04% | — | 8,548 | $1.1M |
| Global Wealth Management Investment Advisory, Inc. | 0.26% | Reduce -13.9% | 8,466 | $1.1M |
| Capital Analysts, LLC | 0.05% | Add +3.9% | 8,348 | $1.0M |
| Warwick Investment Management, Inc. | 0.24% | Add +0.9% | 8,081 | $1.0M |
| NorthRock Partners, LLC | 0.04% | Reduce -0.2% | 7,985 | $1.0M |
| Global Trust Asset Management, LLC | 0.41% | Add +3.3% | 7,876 | $987K |
| Ausdal Financial Partners, Inc. | 0.11% | Reduce -3.8% | 7,872 | $987K |
| Strategic Family Wealth Counselors, L.L.C. | 0.39% | No change | 7,850 | $984K |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -10.9% | 7,789 | $976K |
| Port Capital LLC | 0.05% | Reduce -2.9% | 7,784 | $976K |
| Focus Partners Advisor Solutions, LLC | 0.03% | Add +140.6% | 7,760 | $973K |
| Bradley Foster & Sargent Inc. | 0.02% | Reduce -15.3% | 7,716 | $967K |
| Cadence Bank | 0.07% | No change | 7,626 | $956K |
| Signal Advisors Wealth, LLC | 0.24% | Add +259.0% | 7,583 | $950K |
| Retirement Income Solutions, Inc. | 0.21% | Reduce -2.7% | 7,548 | $946K |
| Baltimore-Washington Financial Advisors, Inc. | 0.06% | Reduce -4.4% | 7,543 | $945K |
| International Assets Investment Management, LLC | 0.10% | Add +13.0% | 7,589 | $944K |
| Wealthfront Advisers LLC | 0.00% | Add +22.6% | 7,528 | $943K |
| Cornerstone Wealth Management, LLC | 0.08% | Reduce -1.4% | 7,527 | $943K |
| Private Management Group Inc. | 0.04% | Add +3.2% | 7,479 | $937K |
| MCF Advisors LLC | 0.07% | Add +0.7% | 7,440 | $932K |
| First National Trust Co | 0.04% | Reduce -0.3% | 7,419 | $930K |
| Tranquility Partners, LLC | 0.36% | Reduce -0.7% | 7,386 | $926K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | Reduce -6.8% | 7,344 | $921K |
| Arkadios Wealth Advisors | 0.07% | Reduce -0.0% | 7,281 | $912K |
| My Legacy Advisors, LLC | 0.30% | Add +14.5% | 7,239 | $907K |
| Intergy Private Wealth, LLC | 0.37% | Add +0.0% | 7,199 | $902K |
| Sound View Wealth Advisors Group, LLC | 0.10% | No change | 7,181 | $900K |
| Intrust Bank NA | 0.10% | No change | 7,106 | $891K |
| Colonial Trust Co / SC | 0.17% | Reduce -1.8% | 7,036 | $882K |
| Busey Bank | 0.03% | Reduce -11.3% | 6,946 | $871K |
| Ballew Advisors, Inc | 0.60% | Reduce -6.8% | 7,112 | $867K |
| Bailard, Inc. | 0.02% | No change | 6,909 | $866K |
| Ade, LLC | 0.58% | Reduce -0.6% | 6,909 | $866K |
| Mutual Advisors, LLC | 0.03% | Add +8.2% | 6,906 | $866K |
| Graypoint LLC | 0.06% | Reduce -0.7% | 6,884 | $863K |
| Lanark Financial, Inc. | 0.08% | Reduce -1.1% | 6,848 | $858K |
| Rebalance, LLC | 0.07% | No change | 6,834 | $856K |
| FARMERS & MERCHANTS TRUST Co OF LONG BEACH | 0.21% | No change | 6,649 | $833K |
| National Bank of Canada | 0.00% | Reduce -3.4% | 6,740 | $832K |
| HB Wealth Management, LLC | 0.01% | Reduce -0.1% | 6,623 | $830K |
| Cozad Asset Management Inc. | 0.09% | Reduce -2.3% | 6,602 | $827K |
| Eagle Strategies LLC | 0.18% | Reduce -55.7% | 6,502 | $815K |
| Brookstone Capital Management | 0.01% | Add +5.2% | 6,491 | $814K |
| Bank of Hawaii | 0.04% | Reduce -9.0% | 6,447 | $808K |
| Foundations Investment Advisors, LLC | 0.02% | Add +0.6% | 6,434 | $806K |
| Linscomb Wealth, Inc. | 0.04% | No change | 6,411 | $803K |
| Strategic Wealth Partners Group, LLC | 0.09% | Add +0.0% | 6,411 | $803K |
| Prosperity Planning, Inc. | 0.39% | No change | 6,386 | $800K |
| American International Group, Inc. | 0.00% | Reduce -42.5% | 6,365 | $798K |
| Revolve Wealth Partners, LLC | 0.14% | Add +2.9% | 6,315 | $791K |
| IHT Wealth Management, LLC | 0.03% | Reduce -8.7% | 6,288 | $788K |
| Jane Street Group, LLC | 0.00% | New | 6,193 | $776K |
| Pointe Capital Management LLC | 0.47% | Add +131.4% | 6,152 | $771K |
| Financial Management Network Inc. | 0.19% | Add +1.6% | 6,274 | $768K |
| Auxano Advisors, LLC | 0.22% | No change | 6,122 | $767K |
| Bragg Financial Advisors, Inc | 0.03% | No change | 6,111 | $766K |
| Peterson Financial Group, Inc. | 4.99% | Reduce -10.1% | 6,098 | $764K |
| Harbour Capital Advisors, LLC | 0.19% | Reduce -1.2% | 6,175 | $761K |
| Private Trust Co. NA | 0.08% | Reduce -3.8% | 6,046 | $758K |
| Freestone Capital Holdings, LLC | 0.03% | Add +1.5% | 6,045 | $758K |
| Sandy Spring Bank | 0.03% | Reduce -1.9% | 6,019 | $754K |
| Stegner Investment Associates Inc. | 0.55% | Reduce -1.4% | 6,000 | $752K |
| Mathes Company, Inc. | 0.28% | No change | 5,995 | $751K |
| ICA Group Wealth Management, LLC | 0.15% | Add +2.7% | 5,989 | $751K |
| IFP Advisors, Inc | 0.03% | Add +35.6% | 5,979 | $749K |
| One Day In July LLC | 0.10% | Add +0.3% | 5,977 | $749K |
| Romano Brothers and Company | 0.10% | Reduce -2.0% | 5,961 | $747K |
| Mycio Wealth Partners, LLC | 0.19% | Reduce -6.5% | 5,916 | $742K |
| Ieq Capital, LLC | 0.01% | Reduce -1.0% | 5,905 | $740K |
| Centennial Bank | 0.38% | Reduce -11.9% | 5,865 | $735K |
| Jefferies Financial Group Inc. | 0.02% | Reduce -69.4% | 5,732 | $718K |
| Cubic Asset Management, LLC | 0.17% | No change | 5,689 | $713K |
| Arcadia Wealth Management, LLC | 0.43% | Reduce -4.6% | 5,627 | $705K |
| Crescent Grove Advisors, LLC | 0.07% | Reduce -1.5% | 5,584 | $700K |
| Treynor Bancshares, Inc. | 0.40% | Reduce -2.3% | 5,562 | $697K |
| Perennial Investment Advisors, LLC | 0.11% | Reduce -3.1% | 5,553 | $696K |
| Cary Street Partners Investment Advisory LLC | 0.03% | No change | 5,547 | $695K |
| Allworth Financial LP | 0.00% | Add +3.5% | 5,484 | $687K |
| Spire Wealth Management | 0.01% | Reduce -3.7% | 5,455 | $684K |
| First Western Trust Bank | 0.03% | Reduce -19.2% | 5,453 | $683K |
| TBH Global Asset Management, LLC | 0.14% | Reduce -0.0% | 5,445 | $682K |
| Cordant, Inc. | 0.39% | Reduce -5.9% | 5,421 | $679K |
| Willner & Heller, LLC | 0.68% | Reduce -3.3% | 5,421 | $679K |
| Cedrus LLC | 0.37% | Reduce -31.8% | 5,385 | $675K |
| Greenleaf Trust | 0.01% | No change | 5,328 | $668K |
| Essex Financial Services, Inc. | 0.06% | Add +0.0% | 5,295 | $664K |
| Lowe Brockenbrough & Co. Inc. | 0.04% | Add +4.0% | 5,255 | $659K |
| McKinley Carter Wealth Services, Inc. | 0.04% | Add +27.9% | 5,210 | $653K |
| Coldstream Capital Management Inc. | 0.02% | Add +56.7% | 5,203 | $652K |
| Regimen Wealth, LLC | 0.23% | Add +0.3% | 5,188 | $650K |
| Mosaic Family Wealth Partners, LLC | 0.11% | Add +0.1% | 5,185 | $650K |
| Stonebridge Financial Planning Group, LLC | 0.34% | Add +12.2% | 5,148 | $645K |
| Buckingham Strategic Wealth, LLC | 0.01% | Add +18.1% | 5,143 | $645K |
| Evoke Wealth, LLC | 0.02% | New | 5,073 | $636K |
| Highland Capital Management, LLC | 0.04% | Add +0.1% | 5,067 | $635K |
| Vantage Financial Partners, LLC | 0.17% | Add +10.0% | 5,065 | $635K |
| Alesco Advisors, LLC, An ESL Co | 0.02% | No change | 5,040 | $632K |
| Allegheny Financial Group | 0.19% | Reduce -32.7% | 4,983 | $625K |
| Davis R M Inc. | 0.01% | No change | 4,907 | $615K |
| Rockland Trust Co. | 0.03% | No change | 4,895 | $613K |
| Summit Financial, LLC | 0.04% | Add +2.7% | 4,889 | $613K |
| Schechter Investment Advisors, LLC | 0.05% | New | 4,885 | $612K |
| Stonegate Investment Group, LLC | 0.02% | Add +15.8% | 4,857 | $609K |
| LJI Wealth Management, LLC | 0.16% | Reduce -3.5% | 4,807 | $602K |
| Total Wealth Planning, LLC | 0.10% | Add +0.0% | 4,768 | $598K |
| Montag A & Associates Inc. | 0.03% | No change | 4,760 | $597K |
| Phillips Financial Management, LLC | 0.05% | Reduce -3.9% | 4,758 | $596K |
| Missouri Trust & Investment Co | 0.23% | Reduce -0.5% | 4,755 | $596K |
| Monetary Management Group Inc. | 0.17% | No change | 4,750 | $595K |
| Neuberger Berman Group LLC | 0.00% | No change | 4,733 | $593K |
| Capital Group Private Client Services, Inc. | 0.01% | Add +0.1% | 4,719 | $591K |
| Smith & Howard Wealth Management, LLC | 0.18% | No change | 4,617 | $579K |
| Wealthcare Advisory Partners LLC | 0.02% | Reduce -11.4% | 4,597 | $576K |
| Valmark Advisers, Inc. | 0.01% | Reduce -13.7% | 4,532 | $568K |
| Summit Wealth Partners, LLC | 0.12% | Add +11.7% | 4,529 | $568K |
| Rockbridge Investment Management, LCC | 0.08% | Reduce -19.5% | 4,515 | $566K |
| City Center Advisors, LLC | 0.67% | — | 4,514 | $566K |
| Aveo Capital Partners, LLC | 0.06% | Add +61.6% | 4,681 | $565K |
| WASHINGTON TRUST Co | 0.02% | Add +13.2% | 4,487 | $562K |
| Marcum Wealth, LLC | 0.06% | Reduce -4.6% | 4,459 | $559K |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 0.24% | Add +9.8% | 4,660 | $558K |
| DAVENPORT & Co LLC | 0.00% | Reduce -2.8% | 4,406 | $552K |
| Red Tortoise LLC | 0.31% | Reduce -0.5% | 4,376 | $548K |
| Manchester Capital Management LLC | 0.07% | No change | 4,376 | $548K |
| Bensler, LLC | 0.08% | Reduce -3.0% | 4,329 | $543K |
| Cahaba Wealth Management, Inc. | 0.05% | Reduce -2.9% | 4,317 | $541K |
| Pallas Capital Advisors LLC | 0.02% | Add +125.4% | 4,305 | $540K |
| Pinion Investment Advisors, LLC | 0.28% | Add +10.5% | 4,303 | $539K |
| Kintra Wealth, LLC | 0.40% | No change | 4,293 | $538K |
| Halpern Financial, Inc. | 0.16% | No change | 4,327 | $536K |
| Pinnacle Bancorp, Inc. | 0.16% | Reduce -3.8% | 4,242 | $532K |
| OneDigital Investment Advisors LLC | 0.01% | Add +0.5% | 4,213 | $528K |
| Granite FO LLC | 0.31% | No change | 4,043 | $521K |
| Mesirow Financial Investment Management, Inc. | 0.01% | Add +41.4% | 4,129 | $518K |
| Beam Wealth Advisors, Inc. | 0.31% | Reduce -9.6% | 4,110 | $515K |
| Diversified Trust Co. | 0.02% | Add +28.5% | 4,062 | $509K |
| Gryphon Financial Partners LLC | 0.09% | No change | 4,052 | $508K |
| 9258 Wealth Management, LLC | 0.08% | No change | 4,021 | $504K |
| Cooper Financial Group | 0.08% | Reduce -2.2% | 3,995 | $501K |
| First United Bank & Trust | 0.18% | Reduce -0.4% | 3,944 | $494K |
| Robertson Stephens Wealth Management, LLC | 0.03% | Add +77.5% | 3,930 | $493K |
| Skyline Advisors, Inc. | 0.22% | Add +3.0% | 3,922 | $492K |
| PFG Investments, LLC | 0.03% | Add +13.7% | 3,896 | $488K |
| Apollon Wealth Management, LLC | 0.02% | Add +19.6% | 3,857 | $483K |
| First National Bank of Omaha | 0.03% | Reduce -11.6% | 3,829 | $482K |
| Silvercrest Asset Management Group LLC | 0.00% | Reduce -1.3% | 3,826 | $480K |
| Woodmont Investment Counsel LLC | 0.04% | New | 3,805 | $477K |
| Guardian Asset Advisors, LLC | 0.40% | Add +2.2% | 3,804 | $477K |
| 1ST Source Bank | 0.03% | No change | 3,802 | $477K |
| Capital Investment Advisors, LLC | 0.01% | Reduce -3.3% | 3,802 | $476K |
| Granite Group Advisors, LLC | 0.32% | No change | 3,800 | $476K |
| Evanson Asset Management, LLC | 0.03% | Add +0.0% | 3,694 | $463K |
| Stratos Wealth Advisors, LLC | 0.03% | Reduce -22.3% | 3,692 | $463K |
| Financial Alternatives, Inc | 0.35% | No change | 3,662 | $459K |
| Zhang Financial LLC | 0.03% | No change | 3,645 | $457K |
| Ballentine Partners, LLC | 0.01% | No change | 3,625 | $454K |
| Altus Wealth Group LLC | 0.23% | Reduce -29.0% | 3,619 | $454K |
| N.E.W. Advisory Services LLC | 0.05% | No change | 3,616 | $453K |
| Flagstar Securities, Inc. | 0.13% | Reduce -3.7% | 3,587 | $450K |
| Chevy Chase Trust Holdings, LLC | 0.00% | No change | 3,587 | $450K |
| &partners | 0.06% | New | 3,586 | $449K |
| Parkside Financial Bank & Trust | 0.07% | Reduce -0.1% | 3,558 | $446K |
| Simmons Bank | 0.03% | Reduce -27.5% | 3,524 | $442K |
| West Bancorporation Inc. | 0.29% | Reduce -63.8% | 3,500 | $439K |
| Baker Ellis Asset Management LLC | 0.07% | No change | 3,500 | $439K |
| Guidance Point Advisors, LLC | 0.15% | Add +0.3% | 3,489 | $437K |
| Atticus Wealth Management, LLC | 0.14% | Reduce -3.6% | 3,475 | $436K |
| Compass Ion Advisors, LLC | 0.06% | Add +0.0% | 3,426 | $429K |
| NCM Capital Management, LLC | 0.24% | Reduce -11.0% | 3,400 | $426K |
| Moors & Cabot, Inc. | 0.02% | Add +17.9% | 3,393 | $425K |
| Valeo Financial Advisors, LLC | 0.01% | Add +0.0% | 3,499 | $420K |
| Cranbrook Wealth Management, LLC | 0.11% | No change | 3,343 | $419K |
| Merit Financial Group, LLC | 0.01% | Add +10.3% | 3,421 | $413K |
| AlTi Global, Inc. | 0.01% | No change | 3,261 | $409K |
| Westmount Partners, LLC | 0.15% | Add +4.3% | 3,255 | $408K |
| Cynosure Group, LLC | 0.07% | Reduce -18.5% | 3,252 | $408K |
| Private Client Services, LLC | 0.27% | Reduce -4.1% | 3,250 | $407K |
| Forvis Mazars Wealth Advisors, LLC | 0.01% | Reduce -21.2% | 3,248 | $407K |
| Eudaimonia Advisors LLC | 0.22% | No change | 3,245 | $407K |
| Marshall Financial Group Inc. | 0.13% | Add +0.3% | 3,242 | $406K |
| Partners in Financial Planning | 0.09% | No change | 3,238 | $406K |
| Allen Investment Management, LLC | 0.01% | No change | 3,231 | $405K |
| Stevens Capital Partners | 0.24% | Add +1.1% | 3,226 | $404K |
| Icon Wealth Advisors, LLC | 0.04% | Add +0.0% | 3,205 | $402K |
| Harbour Investments, Inc. | 0.01% | Add +0.0% | 3,200 | $401K |
| Fuller & Thaler Asset Management, Inc. | 0.00% | Reduce -68.9% | 3,171 | $397K |
| Holland Advisory Services, Inc. | 0.44% | Reduce -11.0% | 3,168 | $397K |
| Glass Jacobson Investment Advisors llc | 0.15% | Reduce -5.9% | 3,143 | $394K |
| Trilogy Capital Inc. | 0.02% | Add +0.1% | 3,139 | $393K |
| Berkshire Asset Management LLC | 0.02% | No change | 3,101 | $389K |
| Facet Wealth, Inc. | 0.01% | Add +25.2% | 3,186 | $389K |
| Johnson Financial Group, Inc. | 0.02% | Reduce -38.5% | 3,076 | $386K |
| Householder Group Estate & Retirement Specialist, LLC | 0.11% | Reduce -1.4% | 3,068 | $385K |
| Parallel Advisors, LLC | 0.01% | Add +6.7% | 3,035 | $380K |
| Mgo One Seven LLC | 0.02% | Add +28.2% | 3,027 | $379K |
| First Bancorp, Inc | 0.28% | No change | 3,000 | $376K |
| Pittenger & Anderson Inc. | 0.02% | No change | 3,000 | $376K |
| Means Investment Co., Inc. | 0.05% | Reduce -5.0% | 2,997 | $376K |
| WealthPLAN Partners, LLC | 0.04% | Add +3.8% | 2,996 | $375K |
| Shufro Rose & Co. LLC | 0.03% | Add +5.9% | 2,983 | $374K |
| Independent Advisor Alliance | 0.01% | No change | 2,968 | $372K |
| Richardson Capital Management LLC | 0.30% | New | 2,966 | $372K |
| Firestone Capital Management | 0.10% | No change | 2,960 | $371K |
| MIdWestOne Financial Group, Inc. | 0.07% | No change | 2,953 | $370K |
| JFS Wealth Advisors, LLC | 0.03% | No change | 2,939 | $368K |
| Pinnacle Associates Ltd. | 0.01% | Add +5.2% | 2,919 | $366K |
| Apella Capital, LLC | 0.02% | Add +0.3% | 2,934 | $365K |
| Ruggaard & Associates LLC | 0.17% | No change | 2,900 | $363K |
| TrinityPoint Wealth, LLC | 0.06% | Add +9.6% | 2,867 | $359K |
| Davidson Trust Co. | 0.21% | No change | 2,864 | $359K |
| Theory Financial LLC | 0.18% | Add +51.2% | 2,809 | $352K |
| GYL Financial Synergies, LLC | 0.03% | No change | 2,801 | $351K |
| Grove Bank & Trust | 0.06% | Add +43.6% | 2,798 | $351K |
| First Financial Corp. | 0.18% | No change | 2,782 | $349K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +449.2% | 2,779 | $348K |
| TFG Advisers LLC | 0.14% | Reduce -1.3% | 2,767 | $347K |
| Cherry Tree Wealth Management, LLC | 0.09% | No change | 2,754 | $345K |
| Regal Investment Advisors LLC | 0.02% | Add +0.1% | 2,744 | $344K |
| Breakwater Capital Group | 0.09% | Add +3.9% | 2,742 | $344K |
| Flputnam Investment Management Co. | 0.01% | Reduce -23.5% | 2,738 | $343K |
| Cohen Capital Management, Inc. | 0.06% | Reduce -18.5% | 2,720 | $341K |
| J.W. Cole Advisors, Inc. | 0.02% | Reduce -1.8% | 2,694 | $338K |
| Farther Finance Advisors, LLC | 0.02% | Add +79.2% | 2,713 | $338K |
| Dentgroup LLC | 0.28% | Reduce -6.5% | 2,687 | $337K |
| Builder Investment Group Inc. | 0.10% | Reduce -1.4% | 2,684 | $336K |
| Edge Capital Group, LLC | 0.02% | Reduce -4.4% | 2,678 | $336K |
| American Money Management, LLC | 0.07% | Reduce -3.6% | 2,657 | $333K |
| BCGM Wealth Management, LLC | 0.12% | No change | 2,651 | $332K |
| Annex Advisory Services, LLC | 0.01% | New | 2,647 | $332K |
| Nicolet Bankshares Inc. | 0.07% | New | 2,644 | $331K |
| Beacon Financial Advisory LLC | 0.16% | Add +0.3% | 2,635 | $330K |
| NTV Asset Management LLC | 0.05% | Add +32.2% | 2,626 | $329K |
| BTC Capital Management, Inc. | 0.03% | — | 2,619 | $328K |
| Richardson Financial Services Inc. | 0.23% | Reduce -3.4% | 2,601 | $326K |
| Magnus Financial Group LLC | 0.04% | Add +0.1% | 2,597 | $325K |
| Becker Capital Management Inc. | 0.01% | Add +0.0% | 2,594 | $325K |
| Lazard Asset Management LLC | 0.00% | No change | 2,600 | $325K |
| Key Financial Inc | 0.08% | Reduce -1.3% | 2,592 | $325K |
| Acima Private Wealth, LLC | 0.12% | No change | 2,585 | $324K |
| Bryn Mawr Trust Advisors, LLC | 0.02% | No change | 2,583 | $324K |
| Florida Trust Wealth Management Co | 0.01% | No change | 2,568 | $322K |
| FDx Advisors, Inc. | 0.05% | Reduce -11.8% | 2,562 | $321K |
| Empower Advisory Group, LLC | 0.00% | Reduce -29.7% | 2,561 | $321K |
| Keel Point, LLC | 0.03% | Reduce -15.0% | 2,547 | $319K |
| Perigon Wealth Management, LLC | 0.01% | Reduce -21.8% | 2,541 | $318K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +9.3% | 2,534 | $318K |
| Vaughan Nelson Investment Management, L.P. | 0.00% | Reduce -44.8% | 2,516 | $315K |
| Vantage Financial Partners Ltd., Inc. | 0.08% | New | 2,500 | $313K |
| Douglass Winthrop Advisors, LLC | 0.01% | Reduce -37.5% | 2,500 | $313K |
| Arbor Investment Advisors, LLC | 0.05% | No change | 2,497 | $313K |
| Family Legacy, Inc. | 0.11% | Reduce -2.8% | 2,494 | $313K |
| Ballast, Inc. | 0.10% | No change | 2,487 | $312K |
| Continuum Advisory, LLC | 0.05% | Reduce -14.1% | 2,519 | $311K |
| SkyOak Wealth, LLC | 0.07% | Add +4.5% | 2,480 | $311K |
| Appleton Partners Inc. | 0.02% | Reduce -5.9% | 2,471 | $310K |
| Two Sigma Securities, LLC | 0.01% | New | 2,454 | $308K |
| Everpar Advisors LLC | 0.19% | Reduce -19.2% | 2,447 | $307K |
| Steele Capital Management, Inc. | 0.02% | Reduce -1.4% | 2,401 | $301K |
| Western Wealth Management, LLC | 0.02% | Reduce -1.0% | 2,397 | $300K |
| Nvest Financial, LLC | 0.20% | Add +11.6% | 2,384 | $299K |
| Meeder Advisory Services, Inc. | 0.03% | New | 2,381 | $298K |
| Pacific Financial Group Inc. | 0.20% | Reduce -2.5% | 2,370 | $297K |
| Prime Capital Investment Advisors, LLC | 0.00% | Add +3.5% | 2,368 | $297K |
| PFG Advisors | 0.02% | Add +0.7% | 2,326 | $292K |
| Sterling Investment Counsel, LLC | 0.13% | New | 2,321 | $291K |
| Patriot Investment Management Group, Inc. | 0.02% | No change | 2,311 | $290K |
| Dynamic Advisor Solutions LLC | 0.01% | Add +17.5% | 2,311 | $290K |
| Leeward Investments, LLC - MA | 0.01% | Add +21.4% | 2,302 | $289K |
| 1834 Investment Advisors Co. | 0.03% | No change | 2,270 | $285K |
| Carnegie Investment Counsel | 0.01% | Reduce -8.7% | 2,266 | $284K |
| Aft, Forsyth & Company, Inc. | 0.16% | Add +0.1% | 2,257 | $283K |
| Crestwood Advisors Group, LLC | 0.01% | Reduce -5.4% | 2,257 | $283K |
| Dana Investment Advisors, Inc. | 0.01% | No change | 2,246 | $281K |
| KilterHowling LLC | 0.20% | Add +0.3% | 2,245 | $281K |
| Roman Butler Fullerton & Co. | 0.11% | Reduce -4.5% | 2,365 | $281K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | Add +4.5% | 2,360 | $280K |
| Nwam LLC | 0.02% | Reduce -0.3% | 2,285 | $280K |
| Foster & Motley Inc. | 0.02% | Reduce -3.1% | 2,226 | $279K |
| Elm Partners Management LLC | 0.02% | New | 2,221 | $278K |
| Fifth Third Wealth Advisors LLC | 0.04% | Reduce -37.4% | 2,212 | $277K |
| QRG Capital Management, Inc. | 0.00% | Reduce -23.7% | 2,184 | $274K |
| Montecito Bank & Trust | 0.05% | No change | 2,167 | $272K |
| NBT Bank, N.A. | 0.02% | No change | 2,158 | $270K |
| Dagco, Inc. | 0.12% | New | 2,143 | $269K |
| RDA Financial Network | 0.09% | Reduce -0.4% | 2,138 | $268K |
| Independence Bank of Kentucky | 0.08% | Reduce -3.4% | 2,137 | $268K |
| Union Savings Bank | 0.14% | No change | 2,132 | $267K |
| Mission Wealth Management, LP | 0.01% | Add +1.2% | 2,128 | $267K |
| Peak Financial Management, Inc. | 0.08% | No change | 2,100 | $263K |
| Cape Investment Advisory, Inc. | 0.12% | Add +2.7% | 2,088 | $262K |
| Yeomans Consulting Group, Inc. | 0.11% | Add +0.6% | 2,084 | $261K |
| Wealthspire Retirement, LLC | 0.02% | Add +0.7% | 2,079 | $261K |
| Legacy Financial Strategies, LLC | 0.07% | No change | 2,070 | $259K |
| Oppenheimer Asset Management Inc. | 0.00% | Reduce -95.9% | 2,067 | $259K |
| Ellevest, Inc. | 0.02% | Add +0.4% | 2,049 | $257K |
| Marotta Asset Management | 0.05% | Reduce -1.2% | 2,045 | $256K |
| Level Four Advisory Services, LLC | 0.01% | No change | 2,198 | $256K |
| Riverpoint Wealth Management Holdings, LLC | 0.07% | No change | 2,035 | $255K |
| Villere St Denis J & Co. LLC | 0.02% | No change | 2,033 | $255K |
| Maryland Capital Advisors Inc. | 0.16% | No change | 2,028 | $254K |
| Bluespring Wealth Management, LLC | 0.03% | Reduce -27.9% | 2,021 | $253K |
| Delta Financial Group, Inc. | 0.07% | Add +0.2% | 2,020 | $253K |
| Dorsey & Whitney Trust CO LLC | 0.02% | No change | 2,005 | $251K |
| Aire Advisors, LLC | 0.06% | Add +0.1% | 2,003 | $251K |
| WealthShield Partners, LLC | 0.04% | Reduce -0.7% | 2,000 | $251K |
| Ritter Daniher Financial Advisory LLC / DE | 0.08% | No change | 1,988 | $249K |
| CreativeOne Wealth, LLC | 0.01% | New | 1,987 | $249K |
| Forte Asset Management LLC | 0.15% | New | 1,985 | $249K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.01% | Reduce -7.8% | 1,980 | $248K |
| Edgemoor Investment Advisors, Inc. | 0.02% | Reduce -5.5% | 1,978 | $248K |
| Ironwood Investment Counsel, LLC | 0.04% | No change | 1,973 | $247K |
| Private Portfolio Partners LLC | 0.05% | Reduce -5.9% | 1,958 | $245K |
| Maripau Wealth Management LLC | 0.18% | Reduce -0.5% | 1,949 | $244K |
| Essex Private Wealth Management, LLC | 0.69% | No change | 1,947 | $244K |
| Plancorp, LLC | 0.01% | New | 1,940 | $243K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.03% | New | 1,940 | $243K |
| Moneco Advisors, LLC | 0.04% | No change | 1,937 | $243K |
| Financial Advocates Investment Management | 0.01% | Reduce -17.8% | 1,912 | $240K |
| Plante Moran Financial Advisors, LLC | 0.03% | Add +3.0% | 1,903 | $239K |
| Cascade Financial Partners, LLC | 0.03% | — | 1,985 | $238K |
| Grey Ledge Advisors, LLC | 0.07% | Add +0.3% | 1,893 | $237K |
| Ancora Advisors LLC | 0.01% | No change | 1,883 | $236K |
| Ariel Investments | 0.00% | Reduce -70.4% | 1,880 | $236K |
| Clayton Financial Group LLC | 0.11% | New | 1,873 | $235K |
| CW Advisors, LLC | 0.00% | Reduce -11.4% | 1,834 | $230K |
| GHP Investment Advisors, Inc. | 0.01% | Add +0.2% | 1,819 | $228K |
| Essex Bank | 0.07% | No change | 1,960 | $228K |
| Capital Advisors Inc. | 0.00% | No change | 1,818 | $228K |
| StoneX Group Inc. | 0.02% | Reduce -47.3% | 1,814 | $227K |
| Joel Isaacson & Co., LLC | 0.01% | Add +0.1% | 1,810 | $227K |
| Madison Wealth Partners, Inc | 0.08% | No change | 1,800 | $226K |
| Glassman Wealth Services | 0.05% | No change | 1,797 | $225K |
| Summit Financial Group, Inc. | 0.08% | No change | 1,795 | $225K |
| Nicolet Advisory Services, LLC | 0.02% | Reduce -44.3% | 1,803 | $224K |
| Tsfg, LLC | 0.06% | Reduce -21.5% | 1,785 | $224K |
| Lathrop Investment Management Co. | 0.04% | No change | 1,781 | $223K |
| Vaughan David Investments LLC | 0.01% | Reduce -3.0% | 1,783 | $223K |
| First Hawaiian Bank | 0.01% | No change | 1,773 | $222K |
| Argent Trust Co | 0.01% | No change | 1,772 | $222K |
| Snowden Capital Advisors LLC | 0.01% | New | 1,770 | $222K |
| NDVR, Inc. | 0.21% | New | 1,763 | $221K |
| Gallacher Capital Management LLC | 0.11% | No change | 1,755 | $220K |
| West Michigan Advisors, LLC | 0.07% | Reduce -7.5% | 1,749 | $219K |
| SYM FINANCIAL Corp | 0.04% | Reduce -8.0% | 1,743 | $218K |
| Shepherd Financial Partners LLC | 0.03% | No change | 1,736 | $218K |
| Verdence Capital Advisors LLC | 0.02% | No change | 1,734 | $217K |
| Aspiriant, LLC | 0.01% | No change | 1,729 | $217K |
| Hazlett, Burt & Watson, Inc. | 0.13% | No change | 1,728 | $216K |
| Cibc World Market Inc. | 0.00% | Reduce -4.2% | 1,720 | $216K |
| Sigma Investment Counselors Inc. | 0.01% | No change | 1,723 | $216K |
| Cypress Capital Group | 0.03% | Reduce -81.6% | 1,717 | $215K |
| Revisor Wealth Management LLC | 0.10% | New | 1,780 | $215K |
| Tudor Investment Corporation | 0.00% | New | 1,709 | $214K |
| Kanawha Capital Management LLC | 0.02% | Reduce -50.0% | 1,695 | $212K |
| Fiera Capital Corp | 0.00% | New | 1,691 | $212K |
| First Command Advisory Services, Inc. | 0.00% | Reduce -4.8% | 1,682 | $211K |
| Moloney Securities Asset Management, LLC | 0.03% | New | 1,682 | $211K |
| Legacy Advisors, LLC | 0.03% | New | 1,680 | $211K |
| Haverford Trust Co | 0.00% | Reduce -4.0% | 1,666 | $209K |
| Foundation Wealth Management, LLC | 0.17% | New | 1,661 | $208K |
| River Wealth Advisors LLC | 0.03% | New | 1,660 | $208K |
| Northwest Bancshares, Inc. | 0.03% | New | 1,654 | $207K |
| Triangle Securities Wealth Management | 0.06% | New | 1,625 | $204K |
| Coston, McIsaac & Partners | 0.07% | No change | 1,623 | $203K |
| Citizens Financial Group Inc. | 0.01% | New | 1,614 | $202K |
| Legacies Wealth LLC | 0.18% | Reduce -23.4% | 1,608 | $202K |
| Oarsman Capital, Inc. | 0.05% | New | 1,602 | $201K |
| SOA Wealth Advisors, LLC. | 0.04% | No change | 1,596 | $200K |
| CarsonAllaria Wealth Management, Ltd. | 0.13% | Add +545.8% | 1,595 | $200K |
| SouthState Bank Corp | 0.02% | Reduce -23.3% | 1,543 | $193K |
| HBC Financial Services, PLLC | 0.13% | No change | 1,620 | $192K |
| Providence Capital Advisors, LLC | 0.04% | No change | 1,490 | $187K |
| Elevation Wealth Partners, LLC | 0.09% | Add +14.1% | 1,456 | $183K |
| Country Trust Bank | 0.00% | No change | 1,430 | $179K |
| Versant Capital Management, Inc | 0.05% | Add +0.6% | 1,396 | $175K |
| Carolinas Wealth Consulting LLC | 0.03% | Add +2765.2% | 1,318 | $165K |
| Evermay Wealth Management LLC | 0.02% | Add +2325.9% | 1,310 | $164K |
| Pineridge Advisors LLC | 0.06% | Reduce -50.0% | 1,306 | $164K |
| Anchor Investment Management, LLC | 0.02% | No change | 1,305 | $164K |
| Signaturefd, LLC | 0.00% | No change | 1,295 | $162K |
| Centaurus Financial, Inc. | 0.01% | No change | 1,250 | $157K |
| Hilltop National Bank | 0.05% | — | 1,198 | $150K |
| St Germain D J Co. Inc. | 0.01% | Add +11.4% | 1,196 | $150K |
| CoreFirst Bank & Trust | 0.09% | No change | 1,152 | $144K |
| Townsend Asset Management Corp. /NC/ | 0.06% | Add +0.3% | 1,150 | $144K |
| Trust Co. of Vermont | 0.01% | No change | 1,114 | $140K |
| Koesten, Hirschmann & Crabtree, INC. | 0.09% | New | 1,108 | $139K |
| Prestige Wealth Management Group LLC | 0.03% | Reduce -0.6% | 1,093 | $137K |
| Sugarloaf Wealth Management, LLC | 0.03% | No change | 1,044 | $131K |
| Smithfield Trust Co | 0.01% | Reduce -7.7% | 1,019 | $129K |
| Arax Advisory Partners | 0.01% | Add +0.3% | 993 | $124K |
| Duncker Streett & Co. Inc. | 0.02% | No change | 961 | $120K |
| Kiely Wealth Advisory Group, Inc. | 0.07% | No change | 990 | $120K |
| FinTrust Capital Advisors, LLC | 0.02% | No change | 952 | $119K |
| Capital Investment Advisory Services, LLC | 0.01% | No change | 892 | $112K |
| Sunbelt Securities, Inc. | 0.01% | New | 892 | $112K |
| Blue Trust, Inc. | 0.00% | Reduce -36.9% | 889 | $111K |
| Cutler Capital Management, LLC | 0.05% | New | 886 | $111K |
| Cordgrass Capital Advisors, LLC | 0.03% | Add +0.3% | 856 | $107K |
| EPG Wealth Management LLC | 0.03% | Add +1.2% | 852 | $107K |
| Hamilton Point Investment Advisors, LLC | 0.02% | No change | 814 | $102K |
| Pflug Koory, LLC | 0.01% | No change | 808 | $101K |
| Washington Trust Advisors, Inc. | 0.01% | No change | 800 | $100K |
| GAMMA Investing LLC | 0.02% | Add +15.0% | 797 | $100K |
| Sound Income Strategies, LLC | 0.01% | Reduce -28.3% | 788 | $99K |
| Creative Financial Designs Inc. | 0.01% | No change | 785 | $98K |
| Bare Financial Services, Inc | 0.09% | New | 794 | $94K |
| Financial Gravity Asset Management, Inc. | 0.03% | Reduce -0.4% | 805 | $94K |
| North Star Investment Management Corp. | 0.01% | Add +7.8% | 745 | $93K |
| Cassady Schiller Wealth Management, LLC | 0.04% | Reduce -1.8% | 730 | $91K |
| Oakworth Capital, Inc. | 0.01% | No change | 723 | $91K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +16.4% | 718 | $90K |
| Trust Co | 0.01% | No change | 717 | $90K |
| Oliver Lagore Vanvalin Investment Group | 0.03% | Reduce -42.2% | 687 | $86K |
| Steph & Co. | 0.03% | No change | 679 | $85K |
| Cambridge Trust Co. | 0.00% | No change | 660 | $83K |
| Cardiff Park Advisors, LLC | 0.01% | Add +0.5% | 659 | $83K |
| New Covenant Trust Company, N.A. | 0.08% | — | 626 | $78K |
| Armstrong Advisory Group, Inc. | 0.01% | No change | 652 | $76K |
| Provident Wealth Management, LLC | 0.03% | No change | 596 | $75K |
| First Manhattan Co. Llc. | 0.00% | No change | 592 | $74K |
| Raffa Wealth Management, LLC | 0.02% | No change | 572 | $72K |
| Tyler-Stone Wealth Management | 0.03% | No change | 571 | $72K |
| Founders Financial Alliance, LLC | 0.02% | No change | 567 | $71K |
| Blue Bell Private Wealth Management, LLC | 0.01% | Add +4.9% | 556 | $70K |
| New Republic Capital, LLC | 0.04% | Reduce -43.8% | 547 | $69K |
| Archer Investment Corp | 0.02% | No change | 524 | $66K |
| Riverview Trust Co | 0.05% | New | 520 | $65K |
| Optimum Investment Advisors | 0.03% | No change | 516 | $65K |
| Brown, Lisle/Cummings, Inc. | 0.02% | No change | 516 | $65K |
| Asset Dedication, LLC | 0.00% | No change | 497 | $64K |
| Insight Inv LLC | 0.05% | No change | 498 | $62K |
| Creekmur Asset Management LLC | 0.02% | Reduce -28.9% | 495 | $62K |
| VitalStone Financial, LLC | 0.05% | No change | 495 | $62K |
| McIlrath & Eck, LLC | 0.01% | No change | 494 | $62K |
| Bangor Savings Bank | 0.01% | No change | 475 | $60K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +272.0% | 465 | $58K |
| Beacon Capital Management, LLC | 0.01% | Add +255.0% | 458 | $57K |
| Colonial Trust Advisors | 0.01% | No change | 450 | $56K |
| BOK Financial Private Wealth, Inc. | 0.00% | Reduce -21.5% | 441 | $55K |
| Sage Mountain Advisors LLC | 0.01% | Add +30.4% | 438 | $55K |
| Clearstead Advisors, LLC | 0.00% | Add +1190.9% | 426 | $53K |
| CVA Family Office, LLC | 0.01% | No change | 411 | $52K |
| Guardian Wealth Advisors, LLC / NC | 0.01% | No change | 406 | $51K |
| Biltmore Family Office, LLC | 0.01% | Add +27.7% | 396 | $50K |
| Northwest Capital Management Inc | 0.02% | No change | 387 | $49K |
| AlphaMark Advisors, LLC | 0.02% | No change | 375 | $47K |
| HM Payson & Co. | 0.00% | No change | 375 | $47K |
| United Community Bank | 0.02% | No change | 362 | $45K |
| Fernwood Investment Management, LLC | 0.01% | New | 360 | $45K |
| McClarren Financial Advisors, Inc. | 0.03% | Add +0.6% | 345 | $44K |
| Indiana Trust & Investment Management Co | 0.02% | No change | 350 | $44K |
| Palisade Asset Management, LLC | 0.00% | New | 310 | $39K |
| Private Capital Management LLC | 0.01% | Add +3.7% | 308 | $39K |
| LifeSteps Financial, Inc. | 0.03% | New | 303 | $38K |
| Pin Oak Investment Advisors Inc. | 0.04% | No change | 293 | $37K |
| GPS Wealth Strategies Group, LLC | 0.01% | Add +821.9% | 295 | $37K |
| Windsor Advisory Group, LLC | 0.10% | No change | 270 | $34K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 260 | $33K |
| Horizons Wealth Management | 0.02% | No change | 280 | $33K |
| Investors Research Corp | 0.01% | No change | 259 | $32K |
| Register Financial Advisors LLC | 0.02% | No change | 254 | $32K |
| Larson Financial Group LLC | 0.00% | Add +0.8% | 252 | $32K |
| Brandywine Global Investment Management, LLC | 0.00% | Reduce -52.3% | 250 | $31K |
| Laurel Wealth Advisors LLC | 0.01% | No change | 248 | $31K |
| Deutsche Bank AG | 0.00% | No change | 248 | $31K |
| Pingora Partners LLC | 0.02% | New | 242 | $30K |
| Norwood Financial Corp | 0.04% | No change | 240 | $30K |
| City State Bank | 0.01% | No change | 240 | $30K |
| PrairieView Partners, LLC | 0.00% | No change | 235 | $30K |
| Avior Wealth Management, LLC | 0.00% | New | 226 | $28K |
| Rothschild Investment LLC | 0.00% | Add +36.4% | 225 | $28K |
| Abound Wealth Management | 0.01% | No change | 223 | $28K |
| Bank of New Hampshire | 0.01% | No change | 214 | $27K |
| Bellevue Asset Management, LLC | 0.01% | No change | 200 | $25K |
| RE Dickinson Investment Advisors, LLC | 0.02% | No change | 203 | $25K |
| Avion Wealth | 0.01% | No change | 192 | $25K |
| Mechanics Financial Corp | 0.01% | No change | 197 | $25K |
| Rise Advisors, LLC | 0.01% | Add +0.5% | 191 | $24K |
| Nemes Rush Group LLC | 0.00% | Add +65.2% | 190 | $24K |
| Glen Eagle Advisors, LLC | 0.00% | No change | 185 | $23K |
| Ables, Iannone, Moore & Associates, Inc. | 0.02% | No change | 183 | $23K |
| Northwest Investment Counselors, LLC | 0.01% | New | 182 | $23K |
| Pacifica Partners Inc. | 0.01% | No change | 185 | $23K |
| Northwest Bank & Trust Co | 0.02% | No change | 190 | $23K |
| Center for Financial Planning, Inc. | 0.00% | Add +55.2% | 180 | $23K |
| Bogart Wealth, LLC | 0.00% | Add +147.9% | 176 | $22K |
| JDM Financial Group LLC | 0.02% | No change | 168 | $21K |
| Qube Research & Technologies Ltd | 0.00% | New | 165 | $21K |
| Transcendent Capital Group LLC | 0.01% | No change | 163 | $20K |
| Fairman Group, LLC | 0.02% | No change | 161 | $20K |
| Kelly Financial Services LLC | 0.01% | No change | 160 | $20K |
| American National Bank & Trust | 0.00% | No change | 159 | $20K |
| Field & Main Bank | 0.01% | No change | 150 | $19K |
| Retirement Group, LLC | 0.01% | No change | 126 | $16K |
| Highline Wealth Partners LLC | 0.01% | No change | 125 | $16K |
| Mine & Arao Wealth Creation & Management, LLC. | 0.01% | No change | 125 | $16K |
| Private Wealth Management Group, LLC | 0.01% | No change | 122 | $15K |
| Matrix Private Capital Group LLC | 0.01% | No change | 120 | $15K |
| Mb, Levis & Associates, LLC | 0.01% | No change | 119 | $15K |
| DT Investment Partners, LLC | 0.00% | No change | 114 | $14K |
| Global Assets Advisory, LLC | 0.01% | New | 111 | $14K |
| MilWealth Group LLC | 0.00% | No change | 110 | $14K |
| Gen-Wealth Partners Inc | 0.01% | — | 110 | $14K |
| Front Row Advisors LLC | 0.01% | No change | 109 | $14K |
| Wetzel Investment Advisors, Inc. | 0.01% | No change | 109 | $13K |
| Grand Wealth Management, LLC | 0.01% | No change | 97 | $12K |
| Alaska Permanent Capital Management, LLC | 0.00% | No change | 96 | $12K |
| Institutional & Family Asset Management, LLC | 0.00% | No change | 96 | $12K |
| Activest Wealth Management | 0.01% | No change | 95 | $12K |
| American Capital Advisory, LLC | 0.01% | No change | 110 | $12K |
| Tucker Asset Management LLC | 0.00% | No change | 92 | $12K |
| GoalVest Advisory LLC | 0.00% | New | 84 | $11K |
| Bfsg, LLC | 0.00% | No change | 84 | $11K |
| Vermillion & White Wealth Management Group, LLC | 0.01% | New | 77 | $10K |
| Hexagon Capital Partners LLC | 0.00% | No change | 76 | $10K |
| Stephens Consulting, LLC | 0.00% | No change | 75 | $9K |
| Pacific Capital Wealth Advisors, Inc. | 0.00% | No change | 75 | $9K |
| Salem Investment Counselors Inc. | 0.00% | No change | 75 | $9K |
| Financial Perspectives, Inc | 0.00% | No change | 74 | $9K |
| Hantz Financial Services, Inc. | 0.00% | New | 69 | $9K |
| Caldwell Sutter Capital, Inc. | 0.00% | No change | 65 | $8K |
| IAG Wealth Partners, LLC | 0.00% | New | 65 | $8K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | Reduce -1.6% | 63 | $8K |
| Tower View Wealth Management LLC | 0.00% | No change | 59 | $7K |
| DB Fitzpatrick & Co, Inc | 0.01% | No change | 55 | $7K |
| Provenance Wealth Advisors, LLC | 0.00% | Reduce -56.3% | 49 | $6K |
| Morris Financial Concepts, Inc. | 0.00% | No change | 45 | $6K |
| Chelsea Counsel Co. | 0.00% | New | 42 | $5K |
| Salomon & Ludwin, LLC | 0.00% | No change | 40 | $5K |
| Janiczek Wealth Management, LLC | 0.00% | No change | 31 | $4K |
| Valley National Advisers Inc. | 0.00% | No change | 30 | $3K |
| Dunhill Financial, LLC | 0.00% | No change | 22 | $3K |
| Broadwater Capital Management LLC | 0.00% | No change | 20 | $3K |
| Howe & Rusling Inc. | 0.00% | New | 20 | $3K |
| PFS Partners, LLC | 0.00% | No change | 19 | $2K |
| BNP Paribas Financial Markets | 0.00% | New | 17 | $2K |
| Lindbrook Capital, LLC | 0.00% | No change | 14 | $2K |
| Princeton Global Asset Management LLC | 0.00% | No change | 13 | $2K |
| Operose Advisors LLC | 0.00% | New | 9 | $1K |
| Clearstead Trust, LLC | 0.00% | No change | 9 | $1K |
| Castleview Partners, LLC | 0.00% | No change | 8 | $1K |
| Financial Synergies Wealth Advisors, Inc. | 0.00% | No change | 7 | $923 |
| Gradient Investments LLC | 0.00% | Reduce -98.7% | 7 | $877 |
| CoreCap Advisors, LLC | 0.00% | New | 7 | $877 |
| Bell Investment Advisors, Inc | 0.00% | No change | 6 | $752 |
| Main Street Group, LTD | 0.00% | No change | 4 | $498 |
| Cornerstone Planning Group LLC | 0.00% | No change | 3 | $363 |
"% of holder's portfolio" is IWS's weight in each manager's 13F, not the share of iShares Russell Mid-Cap Valu the manager owns.