iShares Russell 3000 ETFIWVETF
13F holders, Q3 2024 (September 30)783holders +12
43new positions
30sold out
2famous investors
$315.45avg. 13F price*
At the end of Q3 2024, 783 institutions reported holding iShares Russell 3000 ETF (IWV) in their 13F filings, up 12 from Q2 2024. 43 opened new positions and 30 sold out. The largest holders were SCS Capital Management LLC ($636.6M), Northern Trust Corp. ($350.0M) and Morgan Stanley ($349.9M). 2 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- iShares Russell 3000 ETF
- CUSIP
- 464287689
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 43 | $70.6M |
| Exits | 30 | $58.8M |
All 13F filers, Q2 2024 → Q3 2024: 853,950 shares bought and 1,990,595 shares sold, net −1,136,645 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 783 holders
| SCS Capital Management LLC | 12.83% | Reduce -4.6% | 1,948,321 | $636.6M |
| Northern Trust Corp. | 0.06% | Reduce -0.7% | 1,071,368 | $350.0M |
| Morgan Stanley | 0.03% | Reduce -11.9% | 1,070,895 | $349.9M |
| Bank of America Corp. | 0.03% | Add +1.2% | 944,330 | $308.5M |
| BlackRock, Inc. | 0.01% | — | 744,078 | $243.1M |
| Goldman Sachs Group Inc. | 0.04% | Reduce -17.0% | 605,425 | $197.8M |
| UNC Management Company, Inc. | 30.47% | Add +0.3% | 573,920 | $187.5M |
| Pitcairn Co. | 10.79% | Add +7.8% | 558,944 | $182.6M |
| LPL Financial LLC | 0.07% | Add +3.0% | 469,157 | $153.3M |
| JPMorgan Chase & Co. | 0.01% | Reduce -14.7% | 451,720 | $147.6M |
| Ameriprise Financial Inc. | 0.04% | Reduce -3.3% | 448,160 | $146.4M |
| UBS Group AG | 0.04% | Reduce -4.8% | 430,122 | $140.5M |
| Evensky & Katz LLC | 8.30% | Reduce -1.3% | 389,923 | $127.4M |
| Focus Partners Wealth | 0.39% | Reduce -38.5% | 373,497 | $122.0M |
| Sentinel Trust Co. Lba | 12.12% | Add +10.6% | 325,757 | $106.4M |
| Bank of New York Mellon Corp | 0.02% | Reduce -55.3% | 322,383 | $105.3M |
| HighTower Advisors, LLC | 0.15% | Reduce -1.2% | 310,278 | $101.4M |
| PNC Financial Services Group, Inc. | 0.06% | Reduce -5.4% | 309,172 | $101.0M |
| TLWM | 19.40% | Add +0.9% | 292,761 | $95.7M |
| Captrust Financial Advisors | 0.24% | Add +1.6% | 244,475 | $79.9M |
| Wells Fargo & Company | 0.02% | Add +36.4% | 234,561 | $76.6M |
| Pegasus Partners Ltd. | 7.16% | Reduce -4.9% | 233,983 | $76.4M |
| Blair William & Co. | 0.20% | Add +7.0% | 209,055 | $68.3M |
| Family Firm, Inc. | 14.41% | Add +4.9% | 898,345 | $65.8M |
| GM Advisory Group, LLC | 3.57% | Add +3.1% | 182,268 | $59.6M |
| Proficio Capital Partners LLC | 5.71% | Add +1.3% | 175,769 | $57.4M |
| Bessemer Group Inc. | 0.09% | Reduce -0.2% | 173,080 | $56.5M |
| Ballentine Partners, LLC | 0.94% | Reduce -0.2% | 168,381 | $55.0M |
| AlphaCore Capital LLC | 11.96% | Reduce -12.1% | 161,802 | $52.9M |
| Commerce Bank | 0.32% | Add +1.9% | 161,468 | $52.8M |
| Calamos Wealth Management LLC | 2.75% | Add +0.6% | 161,307 | $52.7M |
| Bank of Nova Scotia | 0.11% | No change | 159,700 | $52.2M |
| Davis R M Inc. | 1.01% | Reduce -0.5% | 159,477 | $52.1M |
| Mercer Global Advisors Inc. | 0.12% | Reduce -7.5% | 160,702 | $52.0M |
| Stephens Inc. | 0.74% | Add +1.4% | 159,211 | $52.0M |
| Envestnet Asset Management Inc. | 0.02% | Reduce -2.5% | 156,654 | $51.2M |
| Cresset Asset Management, LLC | 0.19% | Add +22.1% | 147,846 | $48.3M |
| Waverly Advisors, LLC | 0.86% | Reduce -24.4% | 142,512 | $46.6M |
| Franklin Resources Inc. | 0.01% | Reduce -1.9% | 134,171 | $44.6M |
| Tiaa Trust, National Association | 0.13% | Add +14.5% | 135,717 | $44.3M |
| FFT Wealth Management LLC | 3.32% | Add +77.5% | 133,829 | $43.7M |
| Mill Creek Capital Advisors, LLC | 1.00% | Add +0.0% | 126,451 | $41.3M |
| Wind River Trust Co | 15.68% | No change | 124,692 | $40.7M |
| Portfolio Strategies, Inc. | 5.28% | Reduce -1.9% | 119,624 | $39.1M |
| Osaic Holdings, Inc. | 0.08% | Reduce -1.3% | 111,225 | $36.3M |
| Commonwealth Equity Services, LLC | 0.05% | Reduce -6.2% | 110,483 | $36.1M |
| Jones Financial Companies LLLP | 0.04% | Add +6.1% | 108,064 | $35.2M |
| Caprock Group, LLC | 1.26% | Add +0.0% | 105,918 | $34.6M |
| Geneos Wealth Management Inc. | 1.31% | Reduce -1.7% | 105,052 | $34.3M |
| Corient Private Wealth LP | 0.05% | Add +22.8% | 258,415 | $34.0M |
| Bank of Montreal | 0.02% | Reduce -14.9% | 101,722 | $33.1M |
| Hantz Financial Services, Inc. | 0.58% | Reduce -3.5% | 100,582 | $32.9M |
| Tanglewood Wealth Management, Inc. | 3.70% | Reduce -1.1% | 98,299 | $32.1M |
| Comerica Bank | 0.13% | Reduce -1.8% | 97,497 | $31.9M |
| NSI Retail Advisors, LLC | 4.54% | No change | 93,400 | $30.5M |
| CSM Advisors, LLC | 1.99% | No change | 93,400 | $30.5M |
| Royal Bank of Canada | 0.01% | Reduce -9.3% | 93,259 | $30.5M |
| Clearstead Advisors, LLC | 0.47% | Reduce -0.7% | 93,203 | $30.5M |
| Waldron Private Wealth LLC | 1.24% | Reduce -4.3% | 91,680 | $30.0M |
| US Bancorp \de | 0.04% | Reduce -1.2% | 90,360 | $29.5M |
| Christopher J. Hasenberg, Inc | 12.17% | Add +10.4% | 90,403 | $29.5M |
| Provenance Wealth Advisors, LLC | 3.63% | Reduce -2.9% | 88,868 | $29.0M |
| Brighton Jones LLC | 1.05% | Reduce -0.2% | 85,766 | $28.0M |
| HB Wealth Management, LLC | 0.30% | Reduce -0.4% | 85,236 | $27.8M |
| Ieq Capital, LLC | 0.34% | Reduce -0.6% | 83,690 | $27.3M |
| Great Diamond Partners, LLC | 6.82% | Reduce -7.8% | 82,166 | $26.8M |
| Mariner, LLC | 0.05% | Add +3.9% | 78,415 | $25.6M |
| Fifth Third Bancorp | 0.09% | Reduce -4.0% | 73,863 | $24.1M |
| Brooklyn FI, LLC | 8.45% | Reduce -0.1% | 73,459 | $24.0M |
| Embree Financial Group | 4.27% | Add +0.3% | 73,443 | $24.0M |
| Trajan Wealth LLC | 1.40% | Add +0.4% | 72,470 | $23.7M |
| Nations Financial Group Inc, /Ia/ | 1.69% | Add +0.8% | 71,228 | $23.3M |
| Stairway Partners, LLC | 1.44% | Reduce -3.5% | 68,638 | $22.4M |
| Savant Capital, LLC | 0.18% | Reduce -4.4% | 67,459 | $22.0M |
| Rockefeller Capital Management L.P. | 0.06% | Reduce -0.3% | 66,812 | $21.8M |
| Cetera Investment Advisers | 0.05% | Reduce -3.7% | 64,068 | $20.9M |
| Raymond James Financial Services Advisors, Inc. | 0.03% | Reduce -1.0% | 63,755 | $20.8M |
| Johnson Investment Counsel Inc. | 0.20% | Add +0.7% | 62,463 | $20.4M |
| Cerity Partners LLC | 0.04% | Reduce -52.5% | 61,176 | $20.0M |
| Campbell Wealth Management | 1.78% | New | 61,039 | $19.9M |
| Truepoint, Inc. | 0.53% | Reduce -1.5% | 60,739 | $19.8M |
| Brookstone Capital Management | 0.29% | Add +2.7% | 59,937 | $19.6M |
| Compass Financial Group, Inc. | 8.83% | Reduce -0.4% | 58,381 | $19.1M |
| Whittier Trust Co. of Nevada Inc. | 0.48% | Add +61.7% | 56,447 | $18.4M |
| Forvis Mazars Wealth Advisors, LLC | 0.41% | Reduce -2.2% | 54,884 | $17.9M |
| Wealthstream Advisors, Inc. | 3.22% | Reduce -0.7% | 54,252 | $17.7M |
| Diversified Portfolios, Inc. | 1.84% | Reduce -0.1% | 53,989 | $17.6M |
| Epiq Partners, LLC | 10.02% | Add +60.9% | 53,684 | $17.5M |
| FMR LLC | 0.00% | Add +1.6% | 52,583 | $17.2M |
| Avantax Advisory Services, Inc. | 0.11% | Reduce -0.0% | 52,259 | $17.1M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Reduce -1.0% | 51,680 | $16.9M |
| O'Brien Wealth Partners LLC | 3.30% | Reduce -0.1% | 51,458 | $16.8M |
| CHURCHILL MANAGEMENT Corp | 0.19% | Reduce -1.9% | 50,593 | $16.5M |
| Citizens Financial Group Inc. | 0.33% | Add +6.7% | 49,814 | $16.3M |
| Balentine LLC | 0.63% | No change | 48,692 | $15.9M |
| Wealthspire Advisors, LLC | 0.16% | Add +1.4% | 47,896 | $15.6M |
| Strategic Equity Management | 7.34% | Add +52.6% | 47,378 | $15.5M |
| Kestra Advisory Services, LLC | 0.09% | Add +33.3% | 47,157 | $15.4M |
| United Capital Financial Advisors, LLC | 0.13% | Reduce -3.7% | 46,635 | $15.2M |
| AlTi Global, Inc. | 0.36% | Add +3.0% | 45,769 | $15.0M |
| First Heartland Consultants, Inc. | 1.60% | Add +243.1% | 45,674 | $14.9M |
| Ariadne Wealth Management, LP | 7.90% | New | 42,547 | $14.5M |
| Crestwood Advisors Group, LLC | 0.27% | Add +0.1% | 43,324 | $14.2M |
| First Horizon Advisors, Inc. | 0.38% | Reduce -1.7% | 41,916 | $13.7M |
| Hanover Advisors Inc. | 5.68% | Add +0.8% | 41,396 | $13.5M |
| Brown Advisory Inc. | 0.02% | Reduce -0.2% | 40,723 | $13.3M |
| Tanager Wealth Management LLP | 1.77% | Add +0.9% | 40,337 | $13.2M |
| First National Trust Co | 0.50% | Add +1.5% | 39,552 | $12.9M |
| Moss Adams Wealth Advisors LLC | 1.40% | Reduce -3.9% | 39,243 | $12.8M |
| Truist Financial Corp. | 0.02% | Reduce -22.8% | 38,438 | $12.6M |
| Ipswich Investment Management Co., Inc. | 2.82% | Reduce -0.0% | 37,279 | $12.2M |
| Roble, Belko & Company, Inc | 1.92% | No change | 37,236 | $12.2M |
| Fund Evaluation Group, LLC | 0.67% | Add +20.2% | 37,166 | $12.1M |
| JFS Wealth Advisors, LLC | 0.80% | Reduce -0.6% | 36,516 | $11.9M |
| UMB Bank, n.a. | 0.19% | Reduce -7.0% | 36,474 | $11.9M |
| Citigroup Inc. | 0.01% | Reduce -0.0% | 35,500 | $11.6M |
| Allen Investment Management, LLC | 0.14% | No change | 35,383 | $11.6M |
| Partners Capital Investment Group, LLP | 0.18% | Add +0.3% | 35,305 | $11.5M |
| Cwm, LLC | 0.05% | Reduce -0.0% | 35,007 | $11.4M |
| BigSur Wealth Management LLC | 3.15% | No change | 35,000 | $11.4M |
| POM Investment Strategies, LLC | 8.86% | New | 34,730 | $11.3M |
| Creative Planning | 0.01% | Reduce -2.7% | 34,700 | $11.3M |
| Conservest Capital Advisors, Inc. | 1.13% | No change | 36,791 | $11.0M |
| Lido Advisors, LLC | 0.08% | Reduce -2.1% | 33,728 | $11.0M |
| Moneywise, Inc. | 5.26% | Add +85.9% | 32,717 | $10.7M |
| Allspring Global Investments Holdings, LLC | 0.02% | Reduce -13.6% | 30,331 | $9.9M |
| Glenmede Trust Co. NA | 0.05% | Reduce -0.7% | 29,738 | $9.7M |
| jvl associates llc | 3.67% | No change | 29,127 | $9.5M |
| Silvercrest Asset Management Group LLC | 0.06% | Reduce -1.4% | 28,991 | $9.5M |
| Raymond James & Associates | 0.01% | Add +10.7% | 27,363 | $8.9M |
| Forte Asset Management LLC | 4.75% | Add +2.1% | 27,266 | $8.9M |
| Aspiriant, LLC | 0.32% | Reduce -1.2% | 26,056 | $8.5M |
| Alliancebernstein L.P. | 0.00% | Add +0.3% | 25,742 | $8.4M |
| Vanguard Group Inc. | 0.00% | Add +2.3% | 25,356 | $8.3M |
| Intelligence Driven Advisers, LLC | 1.18% | Reduce -6.0% | 25,193 | $8.2M |
| Humankind Investments LLC | 2.90% | No change | 24,570 | $8.0M |
| Pathstone Holdings, LLC | 0.04% | Reduce -0.1% | 24,567 | $8.0M |
| Wilmington Savings Fund Society, FSB | 0.14% | Add +106.2% | 23,738 | $7.8M |
| Fiduciary Trust Co | 0.11% | Reduce -4.3% | 23,244 | $7.6M |
| Running Point Capital Advisors, LLC | 2.90% | No change | 23,003 | $7.5M |
| St. Louis Trust Co | 1.05% | Add +0.1% | 22,908 | $7.5M |
| Norris Perne & French LLP | 0.51% | No change | 22,870 | $7.5M |
| Jordan Park Group LLC | 0.51% | No change | 22,779 | $7.4M |
| Chartwell Investment Partners, LLC | 0.25% | No change | 22,631 | $7.4M |
| LCNB Corp. | 2.58% | Reduce -1.8% | 22,303 | $7.3M |
| One Day In July LLC | 0.81% | Add +16.5% | 22,129 | $7.2M |
| Circle Wealth Management, LLC | 0.16% | No change | 22,119 | $7.2M |
| Laird Norton Wetherby Wealth Management, LLC | 0.32% | Reduce -1.3% | 21,173 | $6.9M |
| Legacy Trust | 1.58% | Reduce -0.8% | 21,115 | $6.9M |
| Halbert Hargrove Global Advisors, LLC | 0.38% | Reduce -1.1% | 21,089 | $6.9M |
| Orion Porfolio Solutions, LLC | 0.07% | Reduce -0.5% | 20,659 | $6.7M |
| Orion Portfolio Solutions, LLC | 0.07% | Reduce -0.5% | 20,659 | $6.7M |
| LGL Partners, LLC | 0.94% | Reduce -38.3% | 20,499 | $6.7M |
| CIBC Private Wealth Group LLC | 0.01% | Add +1.1% | 20,323 | $6.6M |
| Baird Financial Group, Inc. | 0.01% | Reduce -1.0% | 20,183 | $6.6M |
| Strategic Investment Management, LLC | 6.86% | Add +0.7% | 16,520 | $6.5M |
| Stifel Financial Corp. | 0.01% | Add +1.0% | 19,942 | $6.5M |
| Sheridan Capital Management, LLC | 4.59% | Reduce -2.8% | 19,886 | $6.5M |
| Advisory Services Network, LLC | 0.13% | No change | 20,639 | $6.4M |
| Winthrop Advisory Group LLC | 0.78% | Add +1.9% | 19,310 | $6.3M |
| West Paces Advisors Inc. | 1.52% | Reduce -0.7% | 19,024 | $6.2M |
| Whittier Trust Co. | 0.08% | Reduce -1.9% | 18,971 | $6.2M |
| Triune Financial Partners, LLC | 1.93% | Add +0.3% | 18,778 | $6.1M |
| Rebalance, LLC | 0.45% | No change | 18,736 | $6.1M |
| MML Investors Services, LLC | 0.02% | Reduce -26.7% | 18,201 | $5.9M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Add +3.5% | 17,863 | $5.8M |
| Rhumbline Advisers | 0.01% | Reduce -52.3% | 17,746 | $5.8M |
| Elyxium Wealth, LLC | 3.19% | — | 17,730 | $5.8M |
| BTC Capital Management, Inc. | 0.51% | No change | 17,567 | $5.7M |
| Chicago Partners Investment Group LLC | 0.20% | Reduce -0.2% | 16,872 | $5.6M |
| Mission Wealth Management, LP | 0.14% | Reduce -0.6% | 16,880 | $5.5M |
| Gilbert & Cook, Inc. | 0.74% | Add +0.2% | 16,562 | $5.4M |
| William Howard & Co Financial Advisors Inc | 4.48% | Reduce -6.5% | 16,056 | $5.2M |
| MPS Loria Financial Planners, LLC | 1.55% | Add +0.3% | 15,911 | $5.2M |
| Private Advisor Group, LLC | 0.03% | Reduce -12.4% | 15,853 | $5.2M |
| Ascent Wealth Partners, LLC | 0.72% | Reduce -0.3% | 15,833 | $5.2M |
| Financial Council, LLC | 2.68% | Reduce -0.8% | 15,758 | $5.1M |
| Stone House Investment Management, LLC | 1.06% | New | 15,746 | $5.1M |
| EP Wealth Advisors, LLC | 0.04% | Add +4.0% | 15,509 | $5.1M |
| Geller Advisors LLC | 0.35% | No change | 15,385 | $5.0M |
| Aries Wealth Management | 1.37% | Add +41.2% | 15,294 | $5.0M |
| Cedar Wealth Management, LLC | 1.53% | Reduce -16.1% | 15,109 | $4.9M |
| Summit Trail Advisors, LLC | 0.12% | Add +0.1% | 15,077 | $4.9M |
| Cozad Asset Management Inc. | 0.45% | No change | 14,559 | $4.8M |
| Aquire Wealth Advisors, LLC | 1.49% | Reduce -3.4% | 14,504 | $4.7M |
| M&T Bank Corp | 0.02% | Reduce -56.1% | 14,404 | $4.7M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -5.2% | 14,335 | $4.7M |
| Valeo Financial Advisors, LLC | 0.13% | No change | 14,295 | $4.7M |
| Victory Capital Management Inc. | 0.00% | Reduce -37.6% | 14,254 | $4.7M |
| Wbi Investments, LLC | 1.12% | Reduce -1.1% | 14,248 | $4.7M |
| Lutz Financial Services LLC | 0.38% | No change | 14,150 | $4.6M |
| Cambridge Associates LLC /Ma/ | 0.17% | No change | 14,063 | $4.6M |
| Focus Partners Advisor Solutions, LLC | 0.09% | Reduce -3.0% | 13,754 | $4.5M |
| Simmons Bank | 0.33% | Reduce -2.2% | 13,753 | $4.5M |
| Blue Fin Capital, Inc. | 0.83% | Reduce -1.1% | 13,333 | $4.4M |
| Greenline Partners, LLC | 0.62% | No change | 13,244 | $4.3M |
| Keybank National Association | 0.02% | Add +59.6% | 13,172 | $4.3M |
| Prudential Financial Inc. | 0.01% | Add +7.3% | 13,089 | $4.3M |
| Fsa Wealth Partners, Inc. | 1.03% | Add +22.5% | 13,026 | $4.3M |
| Chesapeake Wealth Management | 1.45% | Reduce -1.4% | 13,014 | $4.3M |
| Cassady Schiller Wealth Management, LLC | 1.55% | No change | 13,004 | $4.2M |
| Edge Capital Group, LLC | 0.19% | Add +0.6% | 12,896 | $4.2M |
| Castle Rock Wealth Management, LLC | 0.98% | Add +3.7% | 12,611 | $4.1M |
| Twin Focus Capital Partners, LLC | 0.65% | No change | 12,526 | $4.1M |
| Midwest Professional Planners, LTD. | 1.25% | Reduce -42.5% | 12,501 | $4.1M |
| Sowell Financial Services LLC | 0.18% | Add +16.5% | 12,119 | $4.0M |
| Simon Quick Advisors, LLC | 0.25% | Reduce -0.6% | 12,115 | $4.0M |
| Country Club Bank | 0.26% | Reduce -2.0% | 12,142 | $4.0M |
| Sterling Capital Management LLC | 0.05% | — | 11,839 | $3.9M |
| HRT Financial LP | 0.02% | Add +54.2% | 11,718 | $3.8M |
| First Hawaiian Bank | 0.12% | Reduce -10.5% | 11,436 | $3.7M |
| DHK Financial Advisors, Inc. | 2.25% | New | 11,225 | $3.7M |
| Kingsview Wealth Management, LLC | 0.08% | Add +706.6% | 11,195 | $3.7M |
| Curi Capital, LLC | 0.08% | Add +5.0% | 11,031 | $3.6M |
| Lindbrook Capital, LLC | 0.32% | Reduce -0.5% | 11,006 | $3.6M |
| Stratos Wealth Partners, LTD. | 0.05% | Add +1.6% | 10,925 | $3.6M |
| Zhang Financial LLC | 0.22% | Add +0.0% | 10,865 | $3.5M |
| Prime Capital Investment Advisors, LLC | 0.05% | Reduce -3.0% | 10,674 | $3.5M |
| S&co Inc. | 0.23% | No change | 10,647 | $3.5M |
| JMG Financial Group, Ltd. | 0.12% | Reduce -2.6% | 10,635 | $3.5M |
| Atria Wealth Solutions, Inc. | 0.04% | Add +37.1% | 10,389 | $3.4M |
| Certuity, LLC | 0.36% | Add +0.3% | 10,331 | $3.4M |
| Sand Hill Global Advisors, LLC | 0.14% | Add +0.0% | 10,162 | $3.3M |
| Wealthcare Capital Management LLC | 0.33% | No change | 9,991 | $3.3M |
| WASHINGTON TRUST Co | 0.11% | Reduce -1.9% | 9,892 | $3.2M |
| Sax Wealth Advisors, LLC | 0.29% | Reduce -2.2% | 9,805 | $3.2M |
| Ironwood Investment Management LLC | 1.56% | Add +8.4% | 9,802 | $3.2M |
| Private Capital Management LLC | 0.58% | Add +0.9% | 9,771 | $3.2M |
| Alesco Advisors, LLC, An ESL Co | 0.10% | Add +0.2% | 9,582 | $3.1M |
| Fiducient Advisors LLC | 0.36% | Reduce -24.0% | 9,435 | $3.1M |
| Fort Washington Investment Advisors Inc. | 0.02% | No change | 9,419 | $3.1M |
| Institute for Wealth Management, LLC. | 0.39% | No change | 9,363 | $3.1M |
| Lakeshore Financial Planning, Inc. | 1.33% | Reduce -0.5% | 9,230 | $3.0M |
| Integrated Advisors Network LLC | 0.14% | Reduce -3.2% | 9,131 | $3.0M |
| Family Asset Management, LLC | 1.79% | Reduce -2.2% | 9,094 | $3.0M |
| Tolleson Wealth Management, Inc. | 0.56% | Reduce -10.6% | 9,066 | $3.0M |
| Boston Financial Mangement LLC | 0.09% | Reduce -2.3% | 8,959 | $2.9M |
| City Holding Co. | 0.40% | Reduce -1.3% | 8,929 | $2.9M |
| Matrix Private Capital Group LLC | 1.68% | Reduce -2.4% | 8,897 | $2.9M |
| Equitable Holdings, Inc. | 0.03% | Reduce -2.0% | 8,884 | $2.9M |
| U.S. Capital Wealth Advisors, LLC | 0.10% | Reduce -4.0% | 8,792 | $2.9M |
| BOK Financial Private Wealth, Inc. | 0.21% | No change | 8,779 | $2.9M |
| Xponance LLC | 0.03% | Add +147.2% | 8,578 | $2.8M |
| Wedmont Private Capital | 0.16% | Add +0.3% | 8,453 | $2.7M |
| Cahill Financial Advisors Inc. | 0.37% | Add +0.3% | 8,360 | $2.7M |
| First National Bank of Omaha | 0.17% | Reduce -0.8% | 7,902 | $2.6M |
| 9258 Wealth Management, LLC | 0.38% | Reduce -6.3% | 7,838 | $2.6M |
| Planning Alternatives Ltd. | 0.38% | Reduce -0.7% | 7,718 | $2.5M |
| Fonville Wealth Management LLC | 0.87% | Reduce -3.6% | 7,682 | $2.5M |
| Flputnam Investment Management Co. | 0.04% | Reduce -1.1% | 7,513 | $2.5M |
| Saxon Interests, Inc. | 1.12% | Reduce -1.5% | 7,512 | $2.5M |
| Renasant Bank | 1.57% | No change | 7,326 | $2.4M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Add +44.7% | 7,172 | $2.3M |
| Beacon Pointe Advisors, LLC | 0.03% | Reduce -33.5% | 7,149 | $2.3M |
| Zacks Investment Management | 0.02% | Reduce -8.0% | 7,108 | $2.3M |
| Lokken Investment Group LLC | 0.94% | Reduce -0.7% | 6,927 | $2.3M |
| IMA Advisory Services, Inc. | 0.48% | New | 6,799 | $2.2M |
| Synovus Financial Corp. | 0.03% | Add +1.6% | 6,793 | $2.2M |
| Waypoint Capital Advisors, LLC | 0.47% | No change | 6,700 | $2.2M |
| Dakota Wealth Management | 0.05% | No change | 6,688 | $2.2M |
| Meridian Financial Partners LLC | 1.09% | Reduce -0.3% | 6,612 | $2.2M |
| Stratos Wealth Advisors, LLC | 0.10% | Add +1.9% | 6,593 | $2.2M |
| Dunhill Financial, LLC | 1.09% | Reduce -1.2% | 6,467 | $2.1M |
| Heritage Financial Services, LLC | 0.28% | Reduce -8.1% | 6,416 | $2.1M |
| Apella Capital, LLC | 0.09% | Add +0.1% | 6,426 | $2.1M |
| Modera Wealth Management, LLC | 0.03% | Reduce -2.1% | 6,334 | $2.1M |
| Dorsey & Whitney Trust CO LLC | 0.11% | Add +79.3% | 6,276 | $2.1M |
| Everhart Financial Group, Inc. | 0.44% | Add +596.0% | 6,139 | $2.0M |
| Oxford Financial Group, LTD. LLC | 0.13% | No change | 6,122 | $2.0M |
| Yardley Wealth Management LLC | 1.17% | — | 6,020 | $2.0M |
| Estate Counselors, LLC | 0.20% | Reduce -24.9% | 5,935 | $1.9M |
| Moisand Fitzgerald Tamayo, LLC | 0.26% | No change | 5,903 | $1.9M |
| Cohen Capital Management, Inc. | 0.31% | Reduce -3.3% | 5,887 | $1.9M |
| Manchester Capital Management LLC | 0.22% | No change | 5,868 | $1.9M |
| Independence Bank of Kentucky | 0.41% | Reduce -4.2% | 5,833 | $1.9M |
| MAI Capital Management | 0.02% | Reduce -1.2% | 5,801 | $1.9M |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | Reduce -0.3% | 5,789 | $1.9M |
| Pinnacle Financial Partners Inc | 0.04% | Add +19.1% | 5,757 | $1.9M |
| Wealth Architects, LLC | 0.21% | No change | 5,705 | $1.9M |
| Renaissance Technologies | 0.00% | Reduce -24.0% | 5,700 | $1.9M |
| Nvest Financial, LLC | 1.05% | Add +0.3% | 5,630 | $1.8M |
| Silvia McColl Wealth Management, LLC | 1.37% | Reduce -0.3% | 5,611 | $1.8M |
| Verum Partners LLC | 0.53% | No change | 5,539 | $1.8M |
| CENTRAL TRUST Co | 0.04% | Reduce -0.9% | 5,515 | $1.8M |
| Vertex Planning Partners, LLC | 0.43% | Reduce -0.7% | 5,504 | $1.8M |
| Beacon Financial Group | 0.20% | Reduce -0.3% | 5,478 | $1.8M |
| Ledyard National Bank | 0.16% | Reduce -7.0% | 5,458 | $1.8M |
| Portland Global Advisors LLC | 0.22% | No change | 5,295 | $1.7M |
| Badgley Phelps Wealth Managers, LLC | 0.04% | Add +0.7% | 5,284 | $1.7M |
| Aptus Capital Advisors, LLC | 0.03% | Add +0.1% | 5,257 | $1.7M |
| CW Advisors, LLC | 0.02% | Add +82.0% | 5,183 | $1.7M |
| High Probability Advisors, LLC | 0.29% | No change | 5,180 | $1.7M |
| KilterHowling LLC | 1.06% | Add +0.3% | 5,174 | $1.7M |
| Strategic Blueprint, LLC | 0.11% | Add +3.8% | 5,171 | $1.7M |
| Manchester Financial Inc. | 0.36% | No change | 5,051 | $1.7M |
| Integrated Wealth Concepts LLC | 0.02% | Add +0.2% | 5,041 | $1.6M |
| ETF Portfolio Partners, Inc. | 0.49% | Reduce -4.5% | 5,039 | $1.6M |
| Sigma Planning Corp | 0.05% | Add +0.4% | 5,038 | $1.6M |
| Jaffetilchin Investment Partners, LLC | 0.12% | Reduce -0.7% | 5,019 | $1.6M |
| Jane Street Group, LLC | 0.00% | Reduce -28.5% | 4,898 | $1.6M |
| GC Wealth Management RIA, LLC | 0.27% | Reduce -0.7% | 4,775 | $1.6M |
| Moneta Group Investment Advisors LLC | 0.02% | Reduce -1.8% | 4,768 | $1.6M |
| Guardian Wealth Advisors, LLC / NC | 0.17% | Add +0.3% | 4,763 | $1.6M |
| Crescent Grove Advisors, LLC | 0.16% | No change | 4,748 | $1.6M |
| GeoWealth Management, LLC | 0.05% | No change | 4,718 | $1.5M |
| Townsquare Capital LLC | 0.02% | Reduce -7.2% | 4,696 | $1.5M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.13% | Add +24.5% | 4,675 | $1.5M |
| Sterling Financial Group, Inc. | 0.65% | Reduce -6.6% | 4,670 | $1.5M |
| Janney Montgomery Scott LLC | 0.00% | Reduce -0.4% | 4,664 | $1.5M |
| D.A. Davidson & Co. | 0.01% | Add +1.4% | 4,630 | $1.5M |
| Sanctuary Advisors, LLC | 0.01% | Reduce -14.1% | 4,344 | $1.5M |
| Berkshire Asset Management LLC | 0.08% | No change | 4,816 | $1.5M |
| IHT Wealth Management, LLC | 0.04% | Reduce -0.5% | 4,536 | $1.5M |
| BIP Wealth, LLC | 0.10% | Reduce -0.1% | 4,525 | $1.5M |
| Chesley Taft & Associates LLC | 0.07% | No change | 4,523 | $1.5M |
| New England Private Wealth Advisors LLC | 0.24% | Reduce -16.2% | 4,480 | $1.5M |
| CVA Family Office, LLC | 0.23% | No change | 4,400 | $1.4M |
| McClarren Financial Advisors, Inc. | 0.18% | Add +231.0% | 7,150 | $1.4M |
| Dynamic Advisor Solutions LLC | 0.04% | Reduce -5.2% | 4,358 | $1.4M |
| J.W. Cole Advisors, Inc. | 0.06% | Reduce -1.5% | 4,326 | $1.4M |
| Tennessee Valley Asset Management Partners | 0.23% | No change | 4,249 | $1.4M |
| Motive Wealth Advisors | 0.84% | No change | 4,544 | $1.4M |
| Financial Counselors Inc. | 0.02% | Add +3.4% | 4,290 | $1.4M |
| Lowe Wealth Advisors, LLC | 0.60% | Reduce -7.1% | 4,289 | $1.4M |
| Evercore Wealth Management, LLC | 0.02% | Reduce -1.7% | 4,267 | $1.4M |
| Allen Mooney & Barnes Investment Advisors LLC | 0.23% | Reduce -49.6% | 4,203 | $1.4M |
| Peapack Gladstone Financial Corp. | 0.02% | Add +0.0% | 4,176 | $1.4M |
| Avestar Capital, LLC | 0.14% | Add +29.5% | 4,052 | $1.3M |
| SpiderRock Advisors, LLC | 0.03% | Reduce -0.8% | 4,030 | $1.3M |
| Vista Capital Partners, Inc. | 0.15% | No change | 4,026 | $1.3M |
| Graves Light Lenhart Wealth, Inc. | 0.16% | Reduce -16.3% | 4,000 | $1.3M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +171.7% | 4,000 | $1.3M |
| SilverOak Wealth Management LLC | 0.29% | Reduce -3.1% | 3,910 | $1.3M |
| Stonegate Investment Group, LLC | 0.03% | Reduce -2.6% | 3,900 | $1.3M |
| Lowe Brockenbrough & Co. Inc. | 0.08% | No change | 3,899 | $1.3M |
| Abacus Planning Group, Inc. | 0.23% | No change | 3,882 | $1.3M |
| Augustine Asset Management Inc. | 0.44% | New | 3,869 | $1.3M |
| Old Mission Capital LLC | 0.03% | Reduce -63.5% | 3,864 | $1.3M |
| MIdWestOne Financial Group, Inc. | 0.17% | No change | 3,856 | $1.3M |
| Asset Dedication, LLC | 0.08% | Reduce -7.5% | 3,838 | $1.3M |
| Independent Financial Group, LLC | 0.05% | Add +0.6% | 3,811 | $1.2M |
| Punch & Associates Investment Management, Inc. | 0.07% | Add +41.6% | 3,787 | $1.2M |
| waypoint wealth counsel | 0.84% | Add +0.3% | 3,775 | $1.2M |
| Sensible Money, LLC | 0.53% | Reduce -7.7% | 3,729 | $1.2M |
| Canandaigua National Bank & Trust Co. | 0.12% | Reduce -0.7% | 3,728 | $1.2M |
| Evoke Wealth, LLC | 0.03% | Add +108.4% | 3,699 | $1.2M |
| Alera Investment Advisors, LLC | 0.14% | No change | 3,698 | $1.2M |
| Mutual Advisors, LLC | 0.04% | Reduce -3.0% | 3,634 | $1.2M |
| Susquehanna International Group, LLP | 0.00% | Reduce -62.1% | 3,638 | $1.2M |
| Pure Financial Advisors, LLC | 0.03% | Reduce -4.7% | 3,618 | $1.2M |
| Symphony Financial, Ltd. Co. | 0.19% | Add +2.2% | 3,610 | $1.2M |
| Bleakley Financial Group, LLC | 0.04% | Reduce -9.9% | 3,596 | $1.2M |
| Hollencrest Capital Management | 0.05% | No change | 3,596 | $1.2M |
| Ironwood Wealth Management, LLC. | 0.35% | No change | 3,586 | $1.2M |
| Retirement Planning Group, LLC | 0.06% | No change | 3,577 | $1.2M |
| Firestone Capital Management | 0.29% | Add +0.1% | 3,567 | $1.2M |
| Indiana Trust & Investment Management Co | 0.40% | New | 3,547 | $1.2M |
| Agilis Partners LLC | 0.32% | Reduce -3.3% | 3,542 | $1.2M |
| Stokes Family Office, LLC | 0.13% | No change | 3,500 | $1.1M |
| Benjamin Edwards Inc. | 0.02% | New | 3,482 | $1.1M |
| Bernardo Wealth Planning LLC | 0.27% | New | 3,411 | $1.1M |
| Wealthcare Advisory Partners LLC | 0.03% | Reduce -1.3% | 3,467 | $1.1M |
| First Interstate Bank | 0.07% | No change | 3,449 | $1.1M |
| Capital Analysts, LLC | 0.05% | No change | 3,426 | $1.1M |
| Cahaba Wealth Management, Inc. | 0.09% | Add +0.3% | 3,383 | $1.1M |
| Fort Sheridan Advisors LLC | 0.17% | No change | 3,363 | $1.1M |
| Planning Capital Management Corp | 0.72% | Add +6.0% | 3,342 | $1.1M |
| World Investment Advisors | 0.03% | Add +6.7% | 3,321 | $1.1M |
| Sonata Capital Group Inc. | 0.46% | No change | 3,300 | $1.1M |
| XML Financial, LLC | 0.10% | Reduce -0.7% | 3,292 | $1.1M |
| Zions Bancorporation, N.A. | 0.08% | New | 3,270 | $1.1M |
| Graypoint LLC | 0.07% | Add +0.0% | 3,268 | $1.1M |
| Hall Laurie J Trustee | 0.33% | No change | 3,231 | $1.1M |
| Kovack Advisors, Inc. | 0.11% | Reduce -5.6% | 3,228 | $1.1M |
| Well Done, LLC | 0.19% | Add +14.6% | 3,188 | $1.0M |
| Keb Asset Management, LLC | 0.31% | Add +0.3% | 3,179 | $1.0M |
| Smith Salley Wealth Management | 0.07% | Reduce -0.3% | 3,179 | $1.0M |
| Wedbush Securities Inc. | 0.04% | Add +0.3% | 3,167 | $1.0M |
| GHP Investment Advisors, Inc. | 0.05% | No change | 3,165 | $1.0M |
| Visionary Wealth Advisors | 0.06% | Add +0.3% | 3,162 | $1.0M |
| LWM Advisory Services, LLC | 0.76% | No change | 3,146 | $1.0M |
| Optivise Advisory Services LLC | 0.54% | No change | 3,138 | $1.0M |
| SkyOak Wealth, LLC | 0.23% | Reduce -6.0% | 3,126 | $1.0M |
| Parcion Private Wealth LLC | 0.08% | No change | 3,110 | $1.0M |
| USA Financial Formulas | 0.16% | Reduce -13.2% | 3,062 | $1.0M |
| Sage Mountain Advisors LLC | 0.09% | Add +31.1% | 3,053 | $998K |
| HSBC Holdings PLC | 0.00% | Reduce -51.7% | 3,035 | $992K |
| E&G Advisors, LLC | 0.27% | No change | 3,002 | $981K |
| Rwa Wealth Partners, LLC | 0.01% | No change | 2,975 | $972K |
| Beaumont Asset Management, L.L.C. | 0.56% | No change | 2,970 | $970K |
| W Advisors, LLC | 0.59% | Add +2.4% | 2,952 | $965K |
| Greenwood Capital Associates LLC | 0.13% | No change | 2,948 | $963K |
| Condor Capital Management | 0.09% | No change | 2,936 | $959K |
| Concurrent Investment Advisors, LLC | 0.03% | Add +101.7% | 2,917 | $953K |
| First National Corp. /Ma/ | 0.21% | No change | 2,902 | $948K |
| CM Wealth Advisors LLC | 0.30% | Add +13.5% | 2,869 | $937K |
| Ellis Investment Partners, LLC | 0.18% | Add +0.1% | 2,832 | $925K |
| Red Spruce Capital, LLC | 0.42% | Reduce -2.7% | 2,828 | $924K |
| Prosperity Planning, Inc. | 0.41% | No change | 2,823 | $922K |
| Jackson Wealth Management, LLC | 0.11% | No change | 2,801 | $915K |
| Old Mission Investment Co LLC | 0.28% | No change | 2,800 | $915K |
| NewEdge Wealth, LLC | 0.02% | Add +215.5% | 2,792 | $912K |
| Tower Research Capital LLC (TRC) | 0.02% | Add +530.8% | 2,788 | $911K |
| Glenview Trust Co | 0.02% | No change | 2,771 | $905K |
| Camden National Bank | 0.13% | No change | 2,765 | $903K |
| Fifth Third Wealth Advisors LLC | 0.06% | Reduce -4.8% | 2,759 | $901K |
| Armbruster Capital Management, Inc. | 0.18% | Reduce -0.8% | 2,749 | $898K |
| Aprio Wealth Management, LLC | 0.14% | No change | 2,729 | $892K |
| Choreo, LLC | 0.01% | Reduce -4.0% | 2,748 | $890K |
| Strategic Family Wealth Counselors, L.L.C. | 0.31% | No change | 2,674 | $874K |
| Wealth Management Partners, LLC | 0.40% | Reduce -0.1% | 2,670 | $872K |
| Blue Edge Capital, LLC | 0.14% | No change | 2,657 | $868K |
| Empower Advisory Group, LLC | 0.00% | No change | 2,645 | $864K |
| Soltis Investment Advisors LLC | 0.08% | No change | 2,643 | $864K |
| Asset Allocation & Management Company, LLC | 0.54% | No change | 2,641 | $863K |
| Norden Group LLC | 0.10% | Add +42.9% | 2,633 | $860K |
| Journey Strategic Wealth LLC | 0.03% | Reduce -36.8% | 2,624 | $858K |
| Mason & Associates Inc | 0.21% | No change | 2,618 | $855K |
| Affinity Capital Advisors, LLC | 0.17% | Reduce -7.1% | 2,609 | $853K |
| Coyle Financial Counsel LLC | 0.30% | No change | 2,758 | $851K |
| Valmark Advisers, Inc. | 0.01% | Reduce -7.1% | 2,603 | $851K |
| Betterment LLC | 0.00% | Add +2.7% | 2,560 | $836K |
| International Assets Investment Management, LLC | 0.07% | Add +5.5% | 2,537 | $829K |
| Smartleaf Asset Management LLC | 0.10% | Reduce -0.7% | 2,513 | $818K |
| Stock Yards Bank & Trust Co. | 0.03% | Reduce -14.1% | 2,432 | $795K |
| Evergreen Capital Management LLC | 0.03% | No change | 2,397 | $783K |
| Chilton Capital Management LLC | 0.03% | No change | 2,390 | $781K |
| Martin Capital Advisors, LLP | 0.55% | No change | 2,370 | $774K |
| Rossmore Private Capital | 0.10% | Add +131.7% | 2,243 | $774K |
| SlateStone Wealth, LLC | 0.07% | No change | 2,343 | $766K |
| Wade Financial Advisory, Inc | 0.26% | No change | 2,330 | $761K |
| Houlihan Financial Resource Group, Ltd. | 0.31% | New | 2,324 | $759K |
| Cobblestone Capital Advisors LLC | 0.04% | No change | 2,322 | $759K |
| Raymond James Trust N.A. | 0.02% | No change | 2,322 | $759K |
| Capstone Financial Advisors, Inc. | 0.05% | Add +0.3% | 2,321 | $758K |
| NewEdge Advisors, LLC | 0.00% | Add +1.9% | 2,321 | $758K |
| Private Trust Co. NA | 0.08% | No change | 2,320 | $758K |
| Cyndeo Wealth Partners, LLC | 0.05% | No change | 2,305 | $753K |
| Prospera Financial Services Inc | 0.02% | Reduce -0.9% | 2,265 | $743K |
| LGT Financial Advisors LLC | 1.82% | Add +0.4% | 2,258 | $738K |
| Collaborative Wealth Managment Inc. | 0.33% | No change | 2,241 | $732K |
| Sequoia Financial Advisors, LLC | 0.01% | Reduce -1.0% | 2,231 | $729K |
| Neuberger Berman Group LLC | 0.00% | Add +2.5% | 2,209 | $722K |
| TBH Global Asset Management, LLC | 0.16% | No change | 2,197 | $718K |
| FWG Holdings, LLC | 0.36% | Reduce -75.4% | 2,161 | $715K |
| Oxbow Advisors, LLC | 0.07% | No change | 2,105 | $688K |
| Oppenheimer Asset Management Inc. | 0.01% | Reduce -4.2% | 2,105 | $688K |
| Dempze Nancy E | 0.38% | No change | 2,102 | $687K |
| Burns J W & Co. Inc. | 0.09% | No change | 2,085 | $681K |
| Mason & Associates, LLC | 0.21% | No change | 2,082 | $680K |
| Avidian Wealth Enterprises, LLC | 0.03% | No change | 2,063 | $674K |
| Allworth Financial LP | 0.00% | No change | 2,055 | $672K |
| Brown Wealth Management, LLC | 0.24% | Add +0.1% | 2,040 | $666K |
| Sightline Wealth Advisors, LLC | 0.37% | Add +0.3% | 2,035 | $665K |
| Procyon Advisors, LLC | 0.05% | No change | 2,034 | $665K |
| Francis Financial, Inc. | 0.18% | Reduce -1.2% | 2,031 | $664K |
| B. Riley Wealth Advisors, Inc. | 0.02% | Reduce -2.7% | 2,021 | $660K |
| Scotia Capital Inc. | 0.00% | Reduce -0.5% | 2,019 | $660K |
| Harbor Advisors LLC | 0.11% | No change | 2,000 | $653K |
| Foster Group, Inc. | 0.02% | No change | 1,962 | $641K |
| Harbor Investment Advisory, LLC | 0.06% | Add +0.1% | 1,953 | $638K |
| Coldstream Capital Management Inc. | 0.01% | No change | 1,951 | $637K |
| Avantax Planning Partners, Inc. | 0.02% | Reduce -3.4% | 1,947 | $636K |
| Ashford Advisors, LLC | 0.15% | Reduce -4.7% | 1,938 | $633K |
| Facet Wealth, Inc. | 0.02% | New | 1,940 | $632K |
| Dana Investment Advisors, Inc. | 0.02% | Reduce -1.3% | 1,923 | $628K |
| Waypoint Wealth Partners Inc. | 0.16% | No change | 1,895 | $619K |
| MSH Capital Advisors LLC | 0.19% | Add +0.2% | 1,882 | $615K |
| Fulton Breakefield Broenniman LLC | 0.04% | Reduce -3.1% | 1,857 | $607K |
| AQR Capital Management | 0.00% | Reduce -48.3% | 1,813 | $592K |
| RKL Wealth Management LLC | 0.05% | Add +0.3% | 1,791 | $585K |
| Perigon Wealth Management, LLC | 0.02% | Add +0.1% | 1,728 | $564K |
| SouthState Bank Corp | 0.04% | No change | 1,717 | $561K |
| Burt Wealth Advisors | 0.14% | No change | 1,707 | $558K |
| MTM Investment Management, LLC | 0.22% | No change | 1,695 | $553K |
| PrairieView Partners, LLC | 0.06% | No change | 1,694 | $553K |
| HM Payson & Co. | 0.01% | Reduce -18.4% | 1,683 | $550K |
| Bokf, NA | 0.01% | No change | 1,700 | $549K |
| 1900 Wealth Management LLC | 0.05% | Reduce -19.0% | 1,679 | $548K |
| EPIQ Capital Group, LLC | 0.16% | Add +0.3% | 1,658 | $542K |
| VERITY Wealth Advisors | 0.38% | No change | 1,651 | $539K |
| Quadrant Private Wealth Management, LLC | 0.13% | Add +0.3% | 1,628 | $532K |
| Forum Financial Management, LP | 0.01% | Add +2.9% | 1,626 | $531K |
| OneDigital Investment Advisors LLC | 0.01% | No change | 1,614 | $527K |
| GLOBALT Investments LLC / GA | 0.02% | Reduce -1.8% | 1,610 | $526K |
| Pathway Financial Advisors LLC | 0.13% | No change | 1,600 | $523K |
| Wesbanco Bank Inc. | 0.02% | No change | 1,582 | $517K |
| Wealth Effects LLC | 0.18% | No change | 1,569 | $513K |
| Spire Wealth Management | 0.02% | Reduce -13.2% | 1,569 | $513K |
| Midland Wealth Advisors, LLC | 0.03% | Add +4.5% | 1,565 | $511K |
| Ferguson Wellman Capital Management, Inc. | 0.01% | No change | 1,560 | $510K |
| Platte River Wealth Advisors, LLC | 0.14% | No change | 1,540 | $503K |
| Mayflower Financial Advisors, LLC | 0.08% | No change | 1,535 | $502K |
| Quadrant Capital Group LLC | 0.03% | No change | 1,534 | $501K |
| Mullaney, Keating & Wright, Inc. | 0.35% | Add +0.1% | 1,528 | $499K |
| Vawter Financial, Ltd. | 0.30% | No change | 1,515 | $495K |
| Mitchell Sinkler & Starr | 0.12% | No change | 1,500 | $490K |
| Cornerstone Capital, Inc. | 0.05% | Add +4.2% | 1,487 | $486K |
| Global Retirement Partners, LLC | 0.01% | Reduce -30.6% | 1,486 | $486K |
| Westwood Holdings Group Inc. | 0.00% | No change | 1,483 | $485K |
| Legacy Financial Advisors, Inc. | 0.08% | Reduce -3.9% | 1,472 | $481K |
| RVW Wealth, LLC | 0.04% | No change | 1,464 | $478K |
| Frank, Rimerman Advisors LLC | 0.03% | No change | 1,463 | $478K |
| Moloney Securities Asset Management, LLC | 0.06% | No change | 1,460 | $477K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +18.6% | 1,414 | $471K |
| Kestra Private Wealth Services, LLC | 0.01% | Reduce -8.0% | 1,439 | $470K |
| Evanson Asset Management, LLC | 0.03% | No change | 1,406 | $459K |
| Mesirow Financial Investment Management, Inc. | 0.01% | New | 1,406 | $459K |
| Haverford Trust Co | 0.00% | No change | 1,400 | $457K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | Reduce -4.4% | 1,398 | $457K |
| Rehmann Capital Advisory Group | 0.03% | New | 1,384 | $452K |
| Park Avenue Securities LLC | 0.01% | Add +6.0% | 1,372 | $448K |
| Eldridge Investment Advisors, Inc. | 0.10% | No change | 1,364 | $446K |
| Financial Advocates Investment Management | 0.03% | Reduce -1.1% | 1,356 | $443K |
| Diversified Trust Co. | 0.01% | Reduce -0.7% | 1,354 | $442K |
| Core Wealth Management, Inc. | 0.18% | No change | 1,416 | $437K |
| Linscomb Wealth, Inc. | 0.02% | Reduce -2.2% | 1,334 | $436K |
| Bartlett & Co. Wealth Management LLC | 0.01% | Reduce -10.2% | 1,325 | $433K |
| Meridian Wealth Management, LLC | 0.02% | New | 1,322 | $432K |
| Greenhouse Wealth Management, LLC | 0.29% | No change | 1,312 | $427K |
| HBK Sorce Advisory LLC | 0.01% | No change | 1,304 | $426K |
| CoreCap Advisors, LLC | 0.02% | New | 1,277 | $417K |
| Ashton Thomas Private Wealth, LLC | 0.02% | Reduce -1.2% | 1,274 | $416K |
| 17 Capital Partners, LLC | 0.27% | Add +10.1% | 1,271 | $415K |
| First American Trust, FSB | 0.04% | New | 1,267 | $414K |
| Shakespeare Wealth Management, LLC | 0.11% | Reduce -10.8% | 1,262 | $412K |
| Crewe Advisors LLC | 0.05% | Reduce -38.6% | 1,232 | $403K |
| Summit Financial Strategies, Inc. | 0.05% | Reduce -0.7% | 1,232 | $403K |
| Auour Investments LLC | 0.14% | No change | 1,208 | $400K |
| Lion Street Advisors, LLC | 0.14% | Reduce -24.6% | 1,225 | $400K |
| Accurate Wealth Management, LLC | 0.08% | Reduce -11.3% | 1,206 | $398K |
| Connecticut Wealth Management, LLC | 0.02% | No change | 1,214 | $397K |
| CWA Asset Management Group, LLC | 0.02% | — | 1,210 | $395K |
| SOL Capital Management CO | 0.04% | No change | 1,210 | $395K |
| Mather Group, Llc. | 0.01% | Reduce -14.3% | 1,202 | $393K |
| Sterneck Capital Management, LLC | 0.21% | No change | 1,201 | $392K |
| Johnson Financial Group, Inc. | 0.02% | Add +6.0% | 1,192 | $389K |
| Gould Capital, LLC | 0.26% | Add +7.9% | 1,190 | $389K |
| Daymark Wealth Partners, LLC | 0.02% | No change | 1,188 | $388K |
| Apexium Financial, LP | 0.03% | No change | 1,185 | $387K |
| First Citizens Bank & Trust Co. | 0.01% | Reduce -2.5% | 1,169 | $382K |
| Schmidt P J Investment Management Inc. | 0.06% | No change | 1,150 | $376K |
| Lyell Wealth Management, LP | 0.03% | No change | 1,150 | $376K |
| Robertson Stephens Wealth Management, LLC | 0.01% | Reduce -11.0% | 1,129 | $369K |
| Reynders McVeigh Capital Management, LLC | 0.02% | No change | 1,120 | $366K |
| Willow Creek Wealth Management Inc. | 0.04% | Reduce -4.7% | 1,109 | $362K |
| Revolve Wealth Partners, LLC | 0.06% | No change | 1,106 | $361K |
| Fluent Financial, LLC | 0.17% | Add +0.6% | 1,101 | $360K |
| Grant/GrossMendelsohn, LLC | 0.15% | No change | 1,100 | $359K |
| James J. Burns & Company, LLC | 0.06% | No change | 1,100 | $359K |
| Lauterbach Financial Advisors, LLC | 0.22% | No change | 1,095 | $358K |
| Pine Ridge Advisers LLC | 0.04% | No change | 1,083 | $354K |
| Moneco Advisors, LLC | 0.04% | Add +0.2% | 1,083 | $354K |
| Perennial Investment Advisors, LLC | 0.05% | Add +0.1% | 1,071 | $350K |
| Patten Group, Inc. | 0.08% | No change | 1,070 | $350K |
| Outlook Wealth Advisors, LLC | 0.10% | No change | 1,068 | $349K |
| Alternative Investment Advisors, LLC. | 0.18% | Add +0.4% | 1,060 | $346K |
| Rappaport Reiches Capital Management, LLC | 0.09% | Reduce -3.0% | 1,055 | $345K |
| Harbour Investments, Inc. | 0.01% | Reduce -8.8% | 1,052 | $344K |
| Plancorp, LLC | 0.01% | No change | 1,042 | $340K |
| Rockwood Wealth Management, LLC | 0.04% | No change | 1,037 | $339K |
| Walled Lake Planning & Wealth Management, LLC | 0.13% | Add +0.3% | 1,027 | $336K |
| Davidson Investment Advisors | 0.02% | No change | 1,025 | $335K |
| ARS Wealth Advisors Group, LLC | 0.04% | No change | 1,019 | $333K |
| K.J. Harrison & Partners Inc | 0.05% | No change | 989 | $329K |
| Biltmore Family Office, LLC | 0.06% | No change | 1,005 | $328K |
| Assetmark, Inc. | 0.00% | Add +305.2% | 1,005 | $328K |
| LM Advisors LLC | 0.07% | No change | 1,001 | $327K |
| Wealth Management Associates, Inc. | 0.14% | No change | 1,000 | $327K |
| Capital Advisors Wealth Management, LLC | 0.06% | No change | 1,000 | $327K |
| Heck Capital Advisors, LLC | 0.04% | New | 1,000 | $327K |
| N.E.W. Advisory Services LLC | 0.03% | Reduce -2.0% | 993 | $325K |
| Legacy Capital Group California, Inc. | 0.11% | No change | 987 | $322K |
| Regions Financial Corp. | 0.00% | Reduce -37.3% | 982 | $321K |
| Jacobs & Co. | 0.03% | No change | 982 | $320K |
| DT Investment Partners, LLC | 0.03% | New | 975 | $319K |
| Members Trust Co | 0.01% | No change | 975 | $319K |
| Altiora Financial Group, LLC | 0.07% | Add +0.4% | 962 | $314K |
| Salomon & Ludwin, LLC | 0.03% | Add +22.4% | 952 | $311K |
| AlphaMark Advisors, LLC | 0.11% | No change | 947 | $309K |
| IFP Advisors, Inc | 0.01% | Reduce -1.9% | 928 | $303K |
| Retirement Income Solutions, Inc. | 0.07% | No change | 924 | $302K |
| Thomasville National Bank | 0.02% | No change | 919 | $300K |
| Nwam LLC | 0.02% | New | 908 | $297K |
| Anchor Capital Advisors LLC | 0.01% | New | 899 | $294K |
| Sebold Capital Management, Inc. | 0.19% | Reduce -0.6% | 898 | $293K |
| Partners in Financial Planning | 0.06% | No change | 891 | $291K |
| Alpha Cubed Investments, LLC | 0.01% | No change | 890 | $291K |
| Schorn Wealth LLC | 0.10% | No change | 871 | $285K |
| Pinnacle Wealth Planning Services, Inc. | 0.04% | New | 865 | $283K |
| Empire Financial Management Company, LLC | 0.09% | Add +5.6% | 863 | $282K |
| Ascentis Independent Advisors | 0.04% | Add +0.3% | 858 | $280K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -29.2% | 854 | $279K |
| RIA Advisory Group LLC | 0.10% | — | 848 | $277K |
| Moran Wealth Management, LLC | 0.01% | No change | 839 | $274K |
| Grey Fox Wealth Advisors, LLC | 0.08% | New | 838 | $274K |
| Marks Group Wealth Management, Inc | 0.03% | Reduce -4.0% | 835 | $273K |
| Williams Jones Wealth Management, LLC. | 0.00% | No change | 835 | $273K |
| GPS Wealth Strategies Group, LLC | 0.04% | Add +0.8% | 828 | $271K |
| CFO4Life Group, LLC | 0.05% | No change | 824 | $269K |
| Fermata Advisors, LLC | 0.05% | Reduce -10.6% | 821 | $268K |
| Versant Capital Management, Inc | 0.06% | Add +0.4% | 820 | $268K |
| Sargent Investment Group, LLC | 0.05% | Add +1.0% | 818 | $267K |
| Tritonpoint Wealth, LLC | 0.02% | No change | 819 | $267K |
| Vista Investment Partners LLC | 0.08% | Reduce -18.4% | 800 | $261K |
| Alpine Bank Wealth Management | 0.04% | — | 800 | $261K |
| Van Hulzen Asset Management, LLC | 0.02% | No change | 792 | $259K |
| Strategic Advocates LLC | 0.09% | No change | 785 | $256K |
| Frisch Financial Group, Inc. | 0.08% | No change | 783 | $256K |
| Silverlake Wealth Management LLC | 0.10% | No change | 783 | $256K |
| Prosperity Financial Group, Inc. | 0.14% | No change | 783 | $256K |
| Two Sigma Securities, LLC | 0.02% | New | 778 | $254K |
| Cornerstone Wealth Group, LLC | 0.02% | No change | 776 | $254K |
| Summit Place Financial Advisors, LLC | 0.14% | No change | 775 | $253K |
| StoneX Group Inc. | 0.02% | Add +12.4% | 772 | $252K |
| Thrivent Financial for Lutherans | 0.00% | Add +0.4% | 772 | $252K |
| Ahl Investment Management, Inc. | 0.17% | No change | 768 | $251K |
| Sabal Trust CO | 0.01% | Reduce -14.0% | 768 | $251K |
| First Command Advisory Services, Inc. | 0.00% | Reduce -11.3% | 768 | $251K |
| T. Rowe Price Associates Inc. | 0.00% | No change | 764 | $250K |
| Anchor Investment Management, LLC | 0.02% | Reduce -3.7% | 761 | $249K |
| Cape Ann Savings Bank | 0.14% | No change | 755 | $247K |
| Cim Investment Management Inc. | 0.07% | Reduce -4.5% | 755 | $247K |
| Campion Asset Management | 0.18% | Reduce -4.0% | 754 | $246K |
| RMR Wealth Builders | 0.03% | Add +0.1% | 752 | $246K |
| Auxano Advisors, LLC | 0.06% | No change | 742 | $242K |
| Veracity Capital LLC | 0.09% | Reduce -1.3% | 741 | $242K |
| Bordeaux Wealth Advisors LLC | 0.04% | No change | 737 | $241K |
| Investmark Advisory Group LLC | 0.12% | No change | 735 | $240K |
| Sapient Capital LLC | 0.00% | No change | 734 | $240K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | No change | 725 | $239K |
| LJI Wealth Management, LLC | 0.05% | No change | 729 | $238K |
| AdvisorNet Financial, Inc | 0.02% | Add +0.3% | 723 | $236K |
| Cannon Financial Strategists, Inc. | 0.04% | No change | 723 | $236K |
| Strategic Financial Concepts, LLC | 0.07% | Reduce -99.7% | 714 | $233K |
| AE Wealth Management LLC | 0.00% | Reduce -29.2% | 714 | $233K |
| Simplex Trading, LLC | 0.01% | Add +143.5% | 716 | $233K |
| Flagship Harbor Advisors, LLC | 0.01% | Reduce -21.9% | 713 | $233K |
| Meritage Portfolio Management | 0.01% | Reduce -1.5% | 709 | $232K |
| Principle Wealth Partners LLC | 0.02% | No change | 704 | $230K |
| Grant Street Asset Management, Inc. | 0.07% | Add +0.3% | 700 | $229K |
| Acropolis Investment Management, LLC | 0.01% | No change | 700 | $229K |
| Legacy Advisors, LLC | 0.02% | Add +0.1% | 700 | $229K |
| Canopy Partners, LLC | 0.10% | No change | 682 | $223K |
| Uptick Partners, LLC | 0.09% | Add +2.3% | 682 | $223K |
| Cadence Bank | 0.02% | New | 682 | $223K |
| Meridian Wealth Partners, LLC | 0.03% | No change | 681 | $223K |
| Titleist Asset Management, LLC | 0.03% | No change | 681 | $223K |
| Naviter Wealth, LLC | 0.03% | No change | 680 | $222K |
| Beacon Investment Advisory Services, Inc. | 0.01% | No change | 677 | $221K |
| Parsons Capital Management Inc. | 0.01% | No change | 675 | $221K |
| Florida Trust Wealth Management Co | 0.01% | No change | 675 | $221K |
| &partners | 0.00% | New | 673 | $220K |
| CRA Financial Services, LLC | 0.04% | No change | 672 | $220K |
| Marquette Asset Management, LLC | 0.03% | Add +64.8% | 661 | $216K |
| One Charles Private Wealth Services, LLC | 0.08% | Reduce -18.0% | 657 | $215K |
| Philip James Wealth Mangement, LLC | 0.03% | Add +0.3% | 655 | $214K |
| Rezny Wealth Management, Inc. | 0.05% | No change | 650 | $212K |
| Rockland Trust Co. | 0.01% | No change | 650 | $212K |
| Birch Hill Investment Advisors LLC | 0.01% | No change | 650 | $212K |
| Private Wealth Management Group, LLC | 0.08% | No change | 645 | $211K |
| WMS Partners, LLC | 0.01% | New | 644 | $210K |
| Atlantic Union Bankshares Corp | 0.01% | New | 643 | $210K |
| Newton One Investments LLC | 0.08% | Add +0.5% | 643 | $210K |
| Sugarloaf Wealth Management, LLC | 0.04% | Add +0.3% | 641 | $210K |
| Financial Engines Advisors L.L.C. | 0.00% | New | 638 | $208K |
| Pacific Center for Financial Services | 0.05% | No change | 630 | $206K |
| Penobscot Investment Management Company, Inc. | 0.02% | New | 626 | $205K |
| Sandy Spring Bank | 0.01% | No change | 624 | $204K |
| Little House Capital LLC | 0.06% | New | 615 | $201K |
| Keystone Wealth Services, LLC | 0.06% | Reduce -25.4% | 615 | $201K |
| NorthCoast Asset Management LLC | 0.00% | Add +26.6% | 1,463 | $201K |
| WBH Advisory Inc. | 0.02% | New | 614 | $200K |
| Granite FO LLC | 0.11% | New | 612 | $200K |
| Tompkins Financial Corp. | 0.02% | No change | 610 | $199K |
| Private Capital Management, LLC | 0.02% | New | 607 | $198K |
| Federated Hermes, Inc. | 0.00% | Add +337.0% | 603 | $197K |
| Elevation Point Wealth Partners, LLC | 0.02% | Reduce -7.4% | 601 | $196K |
| Rothschild Investment LLC | 0.01% | Add +314.7% | 593 | $194K |
| Union Savings Bank | 0.09% | No change | 578 | $189K |
| Earned Wealth Advisors, LLC | 0.06% | New | 573 | $187K |
| Duncker Streett & Co. Inc. | 0.03% | No change | 560 | $183K |
| Albion Financial Group | 0.01% | No change | 558 | $182K |
| Plante Moran Financial Advisors, LLC | 0.02% | Reduce -35.2% | 553 | $181K |
| MCF Advisors LLC | 0.01% | No change | 550 | $180K |
| BNP Paribas Financial Markets | 0.00% | Reduce -12.1% | 509 | $166K |
| Realta Investment Advisors | 0.08% | Reduce -65.3% | 494 | $164K |
| Grove Bank & Trust | 0.02% | Reduce -2.9% | 500 | $163K |
| Financial Gravity Companies, Inc. | 0.04% | — | 497 | $162K |
| Salem Investment Counselors Inc. | 0.00% | Reduce -3.9% | 490 | $160K |
| Phillips Financial Management, LLC | 0.01% | Reduce -3.3% | 473 | $155K |
| Key Financial Inc | 0.03% | Add +18.9% | 472 | $154K |
| Signaturefd, LLC | 0.00% | Reduce -4.5% | 447 | $146K |
| Addison Advisors LLC | 0.04% | No change | 443 | $145K |
| Ritter Daniher Financial Advisory LLC / DE | 0.04% | No change | 435 | $142K |
| Parkside Financial Bank & Trust | 0.02% | Add +0.2% | 420 | $137K |
| HBC Financial Services, PLLC | 0.08% | Add +0.3% | 402 | $133K |
| Tsfg, LLC | 0.03% | No change | 400 | $131K |
| Pittenger & Anderson Inc. | 0.00% | Reduce -11.1% | 400 | $131K |
| WealthShield Partners, LLC | 0.02% | Add +10.9% | 398 | $130K |
| Abound Wealth Management | 0.04% | No change | 388 | $127K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 365 | $119K |
| Optimum Investment Advisors | 0.05% | No change | 355 | $116K |
| Front Row Advisors LLC | 0.04% | No change | 300 | $98K |
| Cape Investment Advisory, Inc. | 0.04% | Add +2.1% | 294 | $96K |
| 1620 Investment Advisors, Inc. | 0.07% | No change | 293 | $96K |
| NWK Group, Inc. | 0.04% | No change | 293 | $96K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 290 | $95K |
| Cranbrook Wealth Management, LLC | 0.02% | Reduce -16.4% | 275 | $90K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -66.5% | 269 | $88K |
| Tower View Wealth Management LLC | 0.05% | Add +0.4% | 263 | $86K |
| Concord Wealth Partners | 0.01% | Reduce -0.4% | 261 | $85K |
| Founders Financial Alliance, LLC | 0.02% | Add +0.4% | 239 | $78K |
| Howe & Rusling Inc. | 0.01% | Reduce -3.7% | 235 | $77K |
| Glass Jacobson Investment Advisors llc | 0.02% | No change | 226 | $74K |
| Bangor Savings Bank | 0.01% | No change | 225 | $74K |
| Morris Financial Concepts, Inc. | 0.03% | Add +21.6% | 220 | $72K |
| Hexagon Capital Partners LLC | 0.01% | No change | 214 | $70K |
| Farther Finance Advisors, LLC | 0.00% | No change | 201 | $66K |
| Pflug Koory, LLC | 0.00% | — | 197 | $64K |
| Delta Asset Management LLC | 0.01% | No change | 195 | $64K |
| Ballast Advisors LLC | 0.02% | Reduce -7.7% | 191 | $63K |
| Parallel Advisors, LLC | 0.00% | No change | 176 | $58K |
| Legacies Wealth LLC | 0.05% | No change | 175 | $57K |
| Silicon Valley Capital Partners | 0.01% | No change | 165 | $54K |
| Laurel Wealth Advisors LLC | 0.01% | No change | 165 | $54K |
| ORG Partners LLC | 0.01% | No change | 152 | $50K |
| FWL Investment Management, LLC | 0.02% | No change | 151 | $49K |
| Tidemark, LLC | 0.02% | No change | 148 | $48K |
| Atlantic Private Wealth, LLC | 0.03% | Reduce -0.7% | 138 | $45K |
| Denver PWM, LLC | 0.02% | No change | 136 | $45K |
| Sunbelt Securities, Inc. | 0.00% | Add +36.0% | 136 | $44K |
| Motco | 0.00% | Reduce -28.6% | 125 | $41K |
| JNBA Financial Advisors | 0.00% | No change | 123 | $40K |
| Horizons Wealth Management | 0.03% | No change | 122 | $40K |
| Financial Connections Group, Inc. | 0.02% | No change | 120 | $39K |
| Blue Trust, Inc. | 0.00% | Add +384.0% | 121 | $37K |
| Cardiff Park Advisors, LLC | 0.00% | No change | 108 | $35K |
| Truvestments Capital LLC | 0.01% | New | 101 | $33K |
| GoalVest Advisory LLC | 0.01% | No change | 100 | $33K |
| Monetary Management Group Inc. | 0.01% | No change | 100 | $33K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 100 | $33K |
| Lanark Financial, Inc. | 0.00% | No change | 100 | $32K |
| Washington Trust Advisors, Inc. | 0.00% | No change | 93 | $30K |
| Park Place Capital Corp | 0.01% | No change | 90 | $29K |
| Beacon Capital Management, LLC | 0.00% | Reduce -19.1% | 89 | $29K |
| Breakwater Investment Management | 0.01% | No change | 83 | $27K |
| Game Plan Financial Advisors, LLC | 0.01% | No change | 75 | $25K |
| Arlington Trust Co LLC | 0.01% | Reduce -33.6% | 75 | $25K |
| Activest Wealth Management | 0.01% | No change | 73 | $24K |
| JDM Financial Group LLC | 0.01% | No change | 73 | $24K |
| Householder Group Estate & Retirement Specialist, LLC | 0.01% | Reduce -18.4% | 62 | $20K |
| Coston, McIsaac & Partners | 0.01% | No change | 59 | $19K |
| Avior Wealth Management, LLC | 0.00% | No change | 56 | $18K |
| Elevate Wealth Advisory, Inc. | 0.01% | No change | 56 | $18K |
| FinTrust Capital Advisors, LLC | 0.00% | No change | 53 | $17K |
| Northwest Investment Counselors, LLC | 0.00% | New | 51 | $17K |
| CNB Bank | 0.01% | No change | 50 | $16K |
| Financial Perspectives, Inc | 0.01% | No change | 50 | $16K |
| Operose Advisors LLC | 0.01% | No change | 49 | $16K |
| Glassman Wealth Services | 0.00% | No change | 49 | $16K |
| Centennial Bank | 0.01% | Reduce -95.7% | 47 | $15K |
| Oakworth Capital, Inc. | 0.00% | No change | 44 | $14K |
| National Bank of Canada | 0.00% | No change | 43 | $14K |
| Northwest Financial Advisors | 0.01% | New | 37 | $12K |
| Continuum Advisory, LLC | 0.00% | New | 33 | $11K |
| Cornerstone Planning Group LLC | 0.00% | No change | 32 | $11K |
| Principal Securities, Inc. | 0.00% | No change | 32 | $10K |
| Frazier Financial Advisors, LLC | 0.01% | Add +3.3% | 31 | $10K |
| Glen Eagle Advisors, LLC | 0.00% | New | 30 | $10K |
| Mb, Levis & Associates, LLC | 0.00% | No change | 26 | $9K |
| Center for Financial Planning, Inc. | 0.00% | No change | 26 | $8K |
| North Star Investment Management Corp. | 0.00% | No change | 19 | $6K |
| Trust Co | 0.00% | No change | 19 | $6K |
| GW&K Investment Management, LLC | 0.00% | No change | 14 | $5K |
| Larson Financial Group LLC | 0.00% | New | 12 | $4K |
| Armor Investment Advisors, LLC | 0.00% | Reduce -26.7% | 11 | $4K |
| Bfsg, LLC | 0.00% | No change | 9 | $3K |
| London Co. of Virginia | 0.00% | No change | 8 | $3K |
| TD Private Client Wealth LLC | 0.00% | New | 8 | $3K |
| New Republic Capital, LLC | 0.00% | No change | 8 | $2K |
| Silver Oak Securities, Incorporated | 0.00% | No change | 5 | $2K |
| Nemes Rush Group LLC | 0.00% | No change | 4 | $1K |
"% of holder's portfolio" is IWV's weight in each manager's 13F, not the share of iShares Russell 3000 ETF the manager owns.