iShares Russell 3000 ETFIWVETF
13F holders, Q4 2024 (December 31)851holders +68
52new positions
17sold out
3famous investors
$333.56avg. 13F price*
At the end of Q4 2024, 851 institutions reported holding iShares Russell 3000 ETF (IWV) in their 13F filings, up 68 from Q3 2024. 52 opened new positions and 17 sold out. The largest holders were SCS Capital Management LLC ($583.4M), Northern Trust Corp. ($385.7M) and Morgan Stanley ($379.9M). 3 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- iShares Russell 3000 ETF
- CUSIP
- 464287689
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 52 | $97.3M |
| Exits | 17 | $13.5M |
All 13F filers, Q3 2024 → Q4 2024: 2,343,228 shares bought and 1,404,922 shares sold, net +938,306 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 851 holders
| SCS Capital Management LLC | 12.03% | Reduce -10.4% | 1,745,318 | $583.4M |
| Northern Trust Corp. | 0.05% | Add +7.7% | 1,153,860 | $385.7M |
| Morgan Stanley | 0.03% | Add +6.1% | 1,136,503 | $379.9M |
| Bank of America Corp. | 0.03% | Add +7.9% | 1,018,709 | $340.5M |
| BlackRock, Inc. | 0.01% | Add +6.5% | 792,159 | $264.8M |
| Goldman Sachs Group Inc. | 0.04% | Add +3.8% | 628,621 | $210.1M |
| JPMorgan Chase & Co. | 0.02% | Add +33.7% | 603,980 | $201.9M |
| UNC Management Company, Inc. | 19.33% | Add +0.3% | 575,639 | $192.4M |
| Pitcairn Co. | 10.89% | Reduce -1.3% | 551,589 | $184.4M |
| LPL Financial LLC | 0.07% | Add +5.6% | 495,529 | $165.6M |
| Ameriprise Financial Inc. | 0.04% | Add +0.8% | 451,546 | $150.7M |
| UBS Group AG | 0.03% | Add +3.0% | 443,102 | $148.1M |
| BNP Paribas Financial Markets | 0.10% | Add +77183.5% | 393,373 | $131.5M |
| Evensky & Katz LLC | 8.28% | Reduce -2.9% | 378,769 | $126.6M |
| Focus Partners Wealth | 0.32% | Reduce -0.7% | 371,027 | $124.0M |
| PNC Financial Services Group, Inc. | 0.07% | Add +3.4% | 319,682 | $106.9M |
| HighTower Advisors, LLC | 0.14% | Add +0.9% | 313,229 | $104.7M |
| Wells Fargo & Company | 0.03% | Add +32.3% | 310,272 | $103.7M |
| Bank of New York Mellon Corp | 0.02% | Reduce -4.2% | 308,796 | $103.2M |
| Sentinel Trust Co. Lba | 11.78% | Reduce -5.8% | 307,026 | $102.6M |
| TLWM | 19.36% | Add +0.6% | 294,384 | $98.4M |
| Lido Advisors, LLC | 0.56% | Add +691.5% | 266,950 | $89.2M |
| Corient Private Wealth LP | 0.14% | Reduce -4.8% | 246,035 | $81.5M |
| Captrust Financial Advisors | 0.23% | Reduce -2.9% | 237,306 | $79.3M |
| Mercer Global Advisors Inc. | 0.17% | Add +26.8% | 203,726 | $68.1M |
| Blair William & Co. | 0.19% | Reduce -4.5% | 199,544 | $66.7M |
| Envestnet Asset Management Inc. | 0.02% | Add +26.3% | 197,903 | $66.1M |
| Family Firm, Inc. | 14.63% | Reduce -78.1% | 196,757 | $65.8M |
| CSM Advisors, LLC | 2.92% | Add +100.0% | 186,800 | $62.4M |
| GM Advisory Group, LLC | 3.40% | Add +0.7% | 183,594 | $61.4M |
| Proficio Capital Partners LLC | 4.64% | Reduce -2.6% | 171,140 | $57.2M |
| Ballentine Partners, LLC | 0.96% | Add +0.0% | 168,440 | $56.3M |
| Calamos Wealth Management LLC | 2.84% | Add +4.0% | 167,695 | $56.1M |
| Bessemer Group Inc. | 0.09% | Reduce -4.2% | 165,850 | $55.4M |
| Stephens Inc. | 0.76% | Add +2.4% | 163,042 | $54.5M |
| Bank of Nova Scotia | 0.09% | No change | 159,700 | $53.4M |
| Davis R M Inc. | 1.04% | No change | 159,477 | $53.3M |
| Commerce Bank | 0.33% | Reduce -2.0% | 158,258 | $52.9M |
| Waverly Advisors, LLC | 0.79% | Add +6.8% | 152,237 | $50.9M |
| FFT Wealth Management LLC | 3.58% | Add +6.3% | 142,311 | $47.6M |
| Tiaa Trust, National Association | 0.14% | Add +4.6% | 141,992 | $47.5M |
| AlphaCore Capital LLC | 10.09% | Reduce -13.8% | 139,422 | $46.6M |
| Strategic Investment Management, LLC | 15.36% | Add +706.7% | 133,261 | $44.5M |
| Mill Creek Capital Advisors, LLC | 1.03% | Add +1.2% | 127,931 | $42.8M |
| Wind River Trust Co | 16.39% | No change | 124,692 | $41.7M |
| Raymond James Financial Inc. | 0.01% | — | 121,668 | $40.7M |
| Franklin Resources Inc. | 0.01% | Reduce -10.8% | 119,627 | $40.0M |
| Royal Bank of Canada | 0.01% | Add +27.4% | 118,845 | $39.7M |
| Osaic Holdings, Inc. | 0.09% | Add +4.1% | 115,796 | $38.7M |
| Jones Financial Companies LLLP | 0.04% | Add +4.3% | 112,763 | $37.7M |
| Commonwealth Equity Services, LLC | 0.05% | Add +0.2% | 110,749 | $37.0M |
| Geneos Wealth Management Inc. | 1.24% | Add +0.9% | 105,967 | $35.4M |
| Caprock Group, LLC | 1.15% | Reduce -0.2% | 105,698 | $35.3M |
| Cresset Asset Management, LLC | 0.17% | Reduce -28.8% | 105,201 | $35.2M |
| Bank of Montreal | 0.02% | Add +2.8% | 104,574 | $35.0M |
| Pennington Partners & Co., LLC | 17.11% | — | 103,270 | $34.5M |
| Hantz Financial Services, Inc. | 0.58% | Reduce -0.7% | 99,836 | $33.4M |
| Tanglewood Wealth Management, Inc. | 3.78% | Reduce -0.1% | 98,253 | $32.8M |
| Comerica Bank | 0.13% | Reduce -1.7% | 95,836 | $32.0M |
| Clearstead Advisors, LLC | 0.48% | Add +0.3% | 93,505 | $31.3M |
| NSI Retail Advisors, LLC | 4.96% | No change | 93,400 | $31.2M |
| Portfolio Strategies, Inc. | 4.35% | Reduce -23.4% | 91,651 | $30.6M |
| Waldron Private Wealth LLC | 1.23% | Reduce -0.2% | 91,536 | $30.6M |
| US Bancorp \de | 0.04% | Reduce -0.9% | 89,509 | $29.9M |
| Cetera Investment Advisers | 0.06% | Add +38.1% | 88,452 | $29.6M |
| Provenance Wealth Advisors, LLC | 3.79% | Reduce -1.2% | 87,817 | $29.4M |
| Ieq Capital, LLC | 0.28% | Add +3.4% | 86,504 | $28.9M |
| Brighton Jones LLC | 0.83% | Reduce -0.4% | 85,443 | $28.6M |
| HB Wealth Management, LLC | 0.29% | Reduce -1.1% | 84,327 | $28.2M |
| Independent Advisor Alliance | 0.36% | New | 81,612 | $27.3M |
| Great Diamond Partners, LLC | 6.95% | Reduce -2.1% | 80,408 | $26.9M |
| Mariner, LLC | 0.04% | Add +2.3% | 80,220 | $26.8M |
| Fifth Third Bancorp | 0.09% | Reduce -0.3% | 73,601 | $24.6M |
| Embree Financial Group | 4.19% | Reduce -0.1% | 73,335 | $24.5M |
| Brooklyn FI, LLC | 8.05% | Reduce -1.4% | 72,405 | $24.2M |
| Finley Financial, LLC | 12.50% | — | 70,872 | $24.0M |
| Nations Financial Group Inc, /Ia/ | 1.73% | Reduce -0.8% | 70,664 | $23.6M |
| Trajan Wealth LLC | 1.31% | Reduce -2.6% | 70,598 | $23.6M |
| Savant Capital, LLC | 0.18% | Reduce -0.3% | 67,255 | $22.5M |
| Stairway Partners, LLC | 1.38% | Reduce -4.6% | 65,508 | $21.9M |
| FMR LLC | 0.00% | Add +24.2% | 65,322 | $21.8M |
| Brookstone Capital Management | 0.31% | Add +5.3% | 63,103 | $21.1M |
| Johnson Investment Counsel Inc. | 0.20% | Add +0.3% | 62,680 | $21.0M |
| Campbell Wealth Management | 1.87% | Add +1.9% | 62,225 | $20.8M |
| Cerity Partners LLC | 0.04% | Add +0.1% | 61,240 | $20.5M |
| Avantax Advisory Services, Inc. | 0.13% | Add +14.7% | 59,950 | $20.0M |
| Truepoint, Inc. | 0.54% | Reduce -1.4% | 59,896 | $20.0M |
| Rockefeller Capital Management L.P. | 0.05% | Reduce -10.7% | 59,646 | $19.9M |
| Rhumbline Advisers | 0.02% | Add +233.4% | 59,165 | $19.8M |
| First Horizon Advisors, Inc. | 0.55% | Add +39.4% | 58,416 | $19.5M |
| Compass Financial Group, Inc. | 9.16% | Reduce -1.9% | 57,284 | $19.1M |
| Whittier Trust Co. of Nevada Inc. | 0.46% | Add +0.1% | 56,490 | $18.9M |
| Christopher J. Hasenberg, Inc | 7.57% | Reduce -37.8% | 56,195 | $18.8M |
| Kestra Advisory Services, LLC | 0.10% | Add +19.1% | 56,176 | $18.8M |
| UMB Bank, n.a. | 0.29% | Add +48.6% | 54,219 | $18.1M |
| Wealthstream Advisors, Inc. | 3.33% | Reduce -0.4% | 54,015 | $18.1M |
| Diversified Portfolios, Inc. | 1.96% | Reduce -0.2% | 53,859 | $18.0M |
| Forvis Mazars Wealth Advisors, LLC | 0.41% | Reduce -2.4% | 53,576 | $17.9M |
| Citizens Financial Group Inc. | 0.35% | Add +7.3% | 53,436 | $17.9M |
| Epiq Partners, LLC | 10.03% | Reduce -0.9% | 53,190 | $17.8M |
| O'Brien Wealth Partners LLC | 3.10% | Reduce -0.1% | 51,415 | $17.2M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Reduce -1.4% | 50,974 | $17.0M |
| Strategic Equity Management | 7.08% | Add +6.1% | 50,282 | $16.8M |
| CHURCHILL MANAGEMENT Corp | 0.18% | Reduce -1.6% | 49,786 | $16.6M |
| Balentine LLC | 0.66% | Add +0.3% | 48,839 | $16.3M |
| Wealthspire Advisors, LLC | 0.16% | Add +0.0% | 47,908 | $16.0M |
| AlTi Global, Inc. | 0.37% | Add +0.5% | 46,007 | $15.4M |
| United Capital Financial Advisors, LLC | 0.13% | Reduce -2.4% | 45,517 | $15.2M |
| Crestwood Advisors Group, LLC | 0.27% | Add +0.1% | 43,366 | $14.5M |
| Ariadne Wealth Management, LP | 6.58% | Reduce -2.4% | 41,547 | $14.4M |
| KDK Private Wealth Management, LLC | 14.70% | — | 42,329 | $14.1M |
| Hanover Advisors Inc. | 5.88% | Add +1.3% | 41,921 | $14.0M |
| Tanager Wealth Management LLP | 1.79% | Add +2.2% | 41,212 | $13.8M |
| First National Trust Co | 0.51% | Add +2.9% | 40,714 | $13.6M |
| Clark Capital Management Group, Inc. | 0.09% | New | 40,212 | $13.4M |
| Truist Financial Corp. | 0.02% | Add +0.9% | 38,780 | $13.0M |
| Ipswich Investment Management Co., Inc. | 3.11% | Add +3.8% | 38,699 | $12.9M |
| Moss Adams Wealth Advisors LLC | 1.35% | Reduce -2.3% | 38,327 | $12.8M |
| Brown Advisory Inc. | 0.02% | Reduce -8.5% | 37,249 | $12.5M |
| Roble, Belko & Company, Inc | 1.98% | No change | 37,236 | $12.4M |
| Fund Evaluation Group, LLC | 0.58% | Add +0.0% | 37,177 | $12.4M |
| Conservest Capital Advisors, Inc. | 1.28% | Add +0.7% | 37,040 | $12.4M |
| Creative Planning | 0.01% | Add +4.4% | 36,212 | $12.1M |
| Moneywise, Inc. | 5.98% | Add +9.0% | 35,673 | $11.9M |
| Zacks Investment Management | 0.11% | Add +401.0% | 35,609 | $11.9M |
| Allen Investment Management, LLC | 0.14% | Reduce -0.2% | 35,325 | $11.8M |
| POM Investment Strategies, LLC | 8.87% | Add +1.4% | 35,216 | $11.8M |
| BigSur Wealth Management LLC | 3.34% | No change | 35,000 | $11.7M |
| JFS Wealth Advisors, LLC | 0.80% | Reduce -4.5% | 34,892 | $11.7M |
| Citigroup Inc. | 0.01% | Reduce -1.9% | 34,817 | $11.6M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Add +141.7% | 34,650 | $11.6M |
| Cwm, LLC | 0.04% | Reduce -12.7% | 30,558 | $10.2M |
| jvl associates llc | 3.69% | No change | 29,127 | $9.7M |
| Keybank National Association | 0.04% | Add +119.7% | 28,942 | $9.7M |
| Aspiriant, LLC | 0.34% | Add +8.3% | 28,229 | $9.4M |
| Two Sigma Investments, LP | 0.02% | New | 27,700 | $9.3M |
| First Heartland Consultants, Inc. | 0.94% | Reduce -39.7% | 27,555 | $9.2M |
| Stifel Financial Corp. | 0.01% | Add +35.0% | 26,920 | $9.0M |
| Silvercrest Asset Management Group LLC | 0.06% | Reduce -8.1% | 26,630 | $8.9M |
| Forte Asset Management LLC | 4.70% | Reduce -2.9% | 26,479 | $8.9M |
| Pathstone Holdings, LLC | 0.04% | Add +6.6% | 26,187 | $8.8M |
| Alliancebernstein L.P. | 0.00% | Reduce -0.6% | 25,581 | $8.6M |
| Beacon Pointe Advisors, LLC | 0.09% | Add +255.3% | 25,401 | $8.5M |
| Vanguard Group Inc. | 0.00% | Add +0.0% | 25,361 | $8.5M |
| CIBC Private Wealth Group LLC | 0.01% | Add +20.0% | 24,396 | $8.2M |
| Humankind Investments LLC | 2.08% | No change | 24,570 | $8.2M |
| Allspring Global Investments Holdings, LLC | 0.01% | Reduce -20.2% | 24,216 | $8.1M |
| Fiduciary Trust Co | 0.10% | No change | 23,244 | $7.8M |
| Wilmington Savings Fund Society, FSB | 0.14% | Reduce -3.0% | 23,013 | $7.7M |
| Running Point Capital Advisors, LLC | 2.63% | No change | 23,003 | $7.7M |
| Norris Perne & French LLP | 0.55% | No change | 22,870 | $7.6M |
| One Day In July LLC | 0.80% | Add +3.3% | 22,848 | $7.6M |
| Post Resch Tallon Group Inc. | 7.38% | — | 22,809 | $7.6M |
| St. Louis Trust Co | 1.08% | Reduce -1.6% | 22,551 | $7.5M |
| LCNB Corp. | 2.71% | Reduce -0.1% | 22,278 | $7.4M |
| Circle Wealth Management, LLC | 0.16% | No change | 22,119 | $7.4M |
| Moran Wealth Management, LLC | 0.23% | Add +2515.7% | 21,946 | $7.3M |
| Advisory Services Network, LLC | 0.13% | Add +2.9% | 21,235 | $7.1M |
| Laird Norton Wetherby Wealth Management, LLC | 0.34% | Reduce -0.7% | 21,020 | $7.0M |
| Halbert Hargrove Global Advisors, LLC | 0.39% | Reduce -0.7% | 20,941 | $7.0M |
| Legacy Trust | 1.62% | Reduce -0.9% | 20,928 | $7.0M |
| Baird Financial Group, Inc. | 0.01% | Add +0.6% | 20,293 | $6.8M |
| LGL Partners, LLC | 0.98% | Reduce -1.6% | 20,179 | $6.7M |
| Sei Investments Co. | 0.01% | New | 19,989 | $6.7M |
| Sheridan Capital Management, LLC | 4.68% | Add +0.3% | 19,949 | $6.7M |
| Winthrop Advisory Group LLC | 0.78% | Add +0.6% | 19,420 | $6.5M |
| O'shaughnessy Asset Management, LLC | 0.05% | Add +1260.4% | 19,236 | $6.4M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Add +6.9% | 19,096 | $6.4M |
| West Paces Advisors Inc. | 1.55% | Reduce -0.0% | 19,021 | $6.4M |
| Everhart Financial Group, Inc. | 1.31% | Add +209.3% | 18,986 | $6.3M |
| Whittier Trust Co. | 0.08% | No change | 18,971 | $6.3M |
| Jordan Park Group LLC | 0.47% | Reduce -17.0% | 18,898 | $6.3M |
| Glenmede Trust Co. NA | 0.03% | Reduce -36.6% | 18,848 | $6.3M |
| Rebalance, LLC | 0.47% | Add +0.3% | 18,790 | $6.3M |
| Triune Financial Partners, LLC | 1.91% | Reduce -3.5% | 18,131 | $6.1M |
| Orion Porfolio Solutions, LLC | 0.06% | Reduce -12.8% | 18,018 | $6.0M |
| Orion Portfolio Solutions, LLC | 0.06% | Reduce -12.8% | 18,018 | $6.0M |
| Victory Capital Management Inc. | 0.01% | Add +24.8% | 17,784 | $5.9M |
| Elyxium Wealth, LLC | 3.61% | No change | 17,730 | $5.9M |
| BTC Capital Management, Inc. | 0.54% | No change | 17,567 | $5.9M |
| Maridea Wealth Management LLC | 1.87% | — | 17,400 | $5.8M |
| Federated Hermes, Inc. | 0.01% | Add +2706.3% | 16,922 | $5.7M |
| Sheets Smith Investment Management | 4.78% | — | 16,869 | $5.6M |
| Mission Wealth Management, LP | 0.13% | Reduce -0.1% | 16,858 | $5.6M |
| Chicago Partners Investment Group LLC | 0.19% | Reduce -1.3% | 16,655 | $5.6M |
| Gilbert & Cook, Inc. | 0.78% | Add +0.1% | 16,575 | $5.5M |
| Private Advisor Group, LLC | 0.03% | Add +1.4% | 16,077 | $5.4M |
| MPS Loria Financial Planners, LLC | 1.59% | Add +0.9% | 16,051 | $5.4M |
| William Howard & Co Financial Advisors Inc | 4.85% | Reduce -0.1% | 16,041 | $5.4M |
| Ascent Wealth Partners, LLC | 0.71% | Reduce -0.0% | 15,826 | $5.3M |
| Financial Council, LLC | 2.72% | Add +0.0% | 15,763 | $5.3M |
| Aries Wealth Management | 1.41% | No change | 15,294 | $5.1M |
| EP Wealth Advisors, LLC | 0.04% | Reduce -3.0% | 15,041 | $5.0M |
| Cedar Wealth Management, LLC | 1.81% | Reduce -0.7% | 15,009 | $5.0M |
| Wbi Investments, LLC | 1.25% | Add +5.2% | 14,995 | $5.0M |
| Intelligence Driven Advisers, LLC | 0.94% | Reduce -40.9% | 14,900 | $5.0M |
| MML Investors Services, LLC | 0.02% | Reduce -19.3% | 14,698 | $4.9M |
| Cozad Asset Management Inc. | 0.45% | No change | 14,559 | $4.9M |
| Stone House Investment Management, LLC | 1.23% | Reduce -8.0% | 14,482 | $4.8M |
| Valeo Financial Advisors, LLC | 0.13% | Add +0.1% | 14,316 | $4.8M |
| Lutz Financial Services LLC | 0.38% | No change | 14,150 | $4.7M |
| Cambridge Associates LLC /Ma/ | 0.15% | No change | 14,063 | $4.7M |
| Simmons Bank | 0.34% | Add +2.1% | 14,038 | $4.7M |
| Castle Rock Wealth Management, LLC | 1.11% | Add +6.5% | 13,433 | $4.7M |
| Aquire Wealth Advisors, LLC | 1.44% | Reduce -4.4% | 13,871 | $4.6M |
| NewEdge Advisors, LLC | 0.03% | Add +484.7% | 13,571 | $4.5M |
| Sowell Financial Services LLC | 0.23% | Add +10.2% | 13,356 | $4.5M |
| Blue Fin Capital, Inc. | 0.82% | Reduce -0.1% | 13,320 | $4.5M |
| Greenline Partners, LLC | 0.62% | No change | 13,244 | $4.4M |
| Prudential Financial Inc. | 0.01% | Reduce -0.1% | 13,080 | $4.4M |
| Cassady Schiller Wealth Management, LLC | 1.60% | No change | 13,004 | $4.3M |
| Edge Capital Group, LLC | 0.19% | Reduce -1.0% | 12,770 | $4.3M |
| Quantinno Capital Management LP | 0.04% | New | 12,709 | $4.2M |
| Midwest Professional Planners, LTD. | 1.24% | Reduce -0.3% | 12,465 | $4.2M |
| Twin Focus Capital Partners, LLC | 0.61% | Reduce -1.1% | 12,395 | $4.1M |
| Fsa Wealth Partners, Inc. | 0.97% | Reduce -4.9% | 12,383 | $4.1M |
| Sterling Capital Management LLC | 0.06% | Add +3.4% | 12,242 | $4.1M |
| Chesapeake Wealth Management | 1.38% | Reduce -7.3% | 12,065 | $4.0M |
| Country Club Bank | 0.27% | Reduce -1.1% | 12,002 | $4.0M |
| Simon Quick Advisors, LLC | 0.24% | Reduce -2.2% | 11,853 | $4.0M |
| Wealthedge Investment Advisors, LLC | 1.76% | — | 11,711 | $3.9M |
| Prime Capital Investment Advisors, LLC | 0.06% | Add +8.5% | 11,577 | $3.9M |
| M&T Bank Corp | 0.01% | Reduce -20.2% | 11,497 | $3.8M |
| Stratos Wealth Partners, LTD. | 0.05% | Add +5.2% | 11,491 | $3.8M |
| Lindbrook Capital, LLC | 0.34% | Add +3.4% | 11,385 | $3.8M |
| Atria Wealth Solutions, Inc. | 0.04% | Add +9.1% | 11,337 | $3.8M |
| Renaissance Technologies | 0.01% | Add +98.3% | 11,300 | $3.8M |
| DHK Financial Advisors, Inc. | 2.28% | No change | 11,225 | $3.8M |
| Zhang Financial LLC | 0.21% | Add +0.0% | 10,868 | $3.6M |
| Family Office Research LLC | 1.53% | — | 10,420 | $3.5M |
| Certuity, LLC | 0.38% | Add +0.2% | 10,355 | $3.5M |
| Equitable Holdings, Inc. | 0.03% | Add +16.5% | 10,351 | $3.5M |
| JMG Financial Group, Ltd. | 0.12% | Reduce -3.3% | 10,285 | $3.4M |
| Single Point Partners, LLC | 0.78% | New | 10,157 | $3.4M |
| First Hawaiian Bank | 0.11% | Reduce -12.2% | 10,042 | $3.4M |
| WASHINGTON TRUST Co | 0.12% | Add +1.0% | 9,992 | $3.3M |
| Wealthcare Capital Management LLC | 0.34% | No change | 9,991 | $3.3M |
| Sand Hill Global Advisors, LLC | 0.14% | Reduce -2.3% | 9,931 | $3.3M |
| Ironwood Investment Management LLC | 1.63% | Add +0.1% | 9,808 | $3.3M |
| Alesco Advisors, LLC, An ESL Co | 0.10% | Add +0.1% | 9,596 | $3.2M |
| Sax Wealth Advisors, LLC | 0.25% | Reduce -2.5% | 9,556 | $3.2M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Add +31.9% | 9,456 | $3.2M |
| Foundation Wealth Management, LLC\PA | 1.53% | — | 9,444 | $3.2M |
| Focus Partners Advisor Solutions, LLC | 0.05% | Reduce -31.4% | 9,436 | $3.2M |
| 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 |
| U.S. Capital Wealth Advisors, LLC | 0.10% | Add +6.2% | 9,334 | $3.1M |
| Lakeshore Financial Planning, Inc. | 1.31% | Reduce -0.1% | 9,218 | $3.1M |
| Integrated Advisors Network LLC | 0.15% | No change | 9,131 | $3.1M |
| Xponance LLC | 0.03% | Add +5.9% | 9,085 | $3.0M |
| Tolleson Wealth Management, Inc. | 0.62% | No change | 9,066 | $3.0M |
| Cahill Financial Advisors Inc. | 0.41% | Add +7.4% | 8,979 | $3.0M |
| Journey Strategic Wealth LLC | 0.11% | Add +238.9% | 8,894 | $3.0M |
| Chokshi & Queen Wealth Advisors, Inc | 1.83% | — | 8,827 | $3.0M |
| City Holding Co. | 0.42% | Reduce -1.8% | 8,765 | $2.9M |
| BOK Financial Private Wealth, Inc. | 0.21% | Reduce -0.3% | 8,754 | $2.9M |
| Matrix Private Capital Group LLC | 1.65% | Reduce -2.7% | 8,657 | $2.9M |
| Wedmont Private Capital | 0.15% | Add +0.2% | 8,473 | $2.8M |
| McGlone Suttner Wealth Management, Inc. | 0.47% | New | 8,386 | $2.8M |
| Curi Capital, LLC | 0.06% | Reduce -27.4% | 8,011 | $2.7M |
| Boston Financial Mangement LLC | 0.08% | Reduce -11.1% | 7,964 | $2.7M |
| NewEdge Wealth, LLC | 0.05% | Add +184.3% | 7,937 | $2.7M |
| First National Bank of Omaha | 0.17% | No change | 7,902 | $2.6M |
| Atria Investments, Inc | 0.03% | New | 7,760 | $2.6M |
| Planning Alternatives Ltd. | 0.39% | Reduce -0.6% | 7,673 | $2.6M |
| Fonville Wealth Management LLC | 0.84% | Reduce -1.1% | 7,600 | $2.5M |
| Flputnam Investment Management Co. | 0.05% | Reduce -0.0% | 7,511 | $2.5M |
| Renasant Bank | 1.59% | No change | 7,326 | $2.4M |
| AQR Capital Management | 0.00% | Add +289.2% | 7,057 | $2.4M |
| Rialto Wealth Management, LLC | 0.76% | — | 6,925 | $2.3M |
| 12th Street Asset Management Company, LLC | 0.38% | New | 6,837 | $2.3M |
| Dunhill Financial, LLC | 1.06% | Add +5.2% | 6,800 | $2.3M |
| Berkshire Asset Management LLC | 0.11% | Add +35.3% | 6,516 | $2.3M |
| Bleakley Financial Group, LLC | 0.07% | Add +88.5% | 6,779 | $2.3M |
| Synovus Financial Corp. | 0.03% | Reduce -0.6% | 6,755 | $2.3M |
| Strategic Wealth Investment Group, LLC | 0.12% | New | 60,800 | $2.3M |
| Dakota Wealth Management | 0.05% | Add +0.7% | 6,732 | $2.3M |
| IMA Advisory Services, Inc. | 0.27% | Reduce -1.6% | 6,690 | $2.2M |
| Lokken Investment Group LLC | 0.96% | Reduce -4.2% | 6,639 | $2.2M |
| Geller Advisors LLC | 0.14% | Reduce -57.2% | 6,580 | $2.2M |
| Meridian Financial Partners LLC | 1.15% | Reduce -1.7% | 6,497 | $2.2M |
| Apella Capital, LLC | 0.08% | Add +0.1% | 6,429 | $2.1M |
| Stratos Wealth Advisors, LLC | 0.10% | Reduce -2.6% | 6,419 | $2.1M |
| XY Planning Network, Inc. | 1.61% | — | 6,406 | $2.1M |
| Modera Wealth Management, LLC | 0.03% | Reduce -0.3% | 6,316 | $2.1M |
| Dorsey & Whitney Trust CO LLC | 0.12% | No change | 6,276 | $2.1M |
| GeoWealth Management, LLC | 0.07% | Add +31.5% | 6,203 | $2.1M |
| OneAscent Financial Services LLC | 0.18% | New | 6,192 | $2.1M |
| Heritage Financial Services, LLC | 0.27% | Reduce -4.0% | 6,156 | $2.1M |
| Oxford Financial Group, LTD. LLC | 0.13% | No change | 6,122 | $2.0M |
| HRT Financial LP | 0.01% | Reduce -47.8% | 6,116 | $2.0M |
| Estate Counselors, LLC | 0.22% | Add +3.0% | 6,115 | $2.0M |
| Bakala Capital LLC | 12.08% | New | 6,012 | $2.0M |
| Yardley Wealth Management LLC | 0.97% | Reduce -0.8% | 5,975 | $2.0M |
| Fuller & Thaler Asset Management, Inc. | 0.01% | New | 5,910 | $2.0M |
| Cohen Capital Management, Inc. | 0.33% | No change | 5,887 | $2.0M |
| Pinnacle Financial Partners Inc | 0.04% | Add +3.8% | 5,977 | $2.0M |
| Manchester Capital Management LLC | 0.23% | No change | 5,868 | $2.0M |
| Vertex Planning Partners, LLC | 0.43% | Add +6.5% | 5,860 | $2.0M |
| Partners Capital Investment Group, LLP | 0.05% | Reduce -83.4% | 5,858 | $2.0M |
| Independence Bank of Kentucky | 0.30% | No change | 5,833 | $1.9M |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | Add +0.2% | 5,801 | $1.9M |
| MAI Capital Management | 0.01% | No change | 5,801 | $1.9M |
| Janney Montgomery Scott LLC | 0.01% | Add +22.7% | 5,722 | $1.9M |
| Aptus Capital Advisors, LLC | 0.02% | Add +7.7% | 5,659 | $1.9M |
| Nvest Financial, LLC | 0.96% | Add +0.3% | 5,647 | $1.9M |
| Saxon Interests, Inc. | 0.83% | Reduce -25.0% | 5,634 | $1.9M |
| Silvia McColl Wealth Management, LLC | 1.40% | Reduce -0.5% | 5,584 | $1.9M |
| Badgley Phelps Wealth Managers, LLC | 0.04% | Add +5.1% | 5,552 | $1.9M |
| Moisand Fitzgerald Tamayo, LLC | 0.26% | Reduce -6.0% | 5,548 | $1.9M |
| Verum Partners LLC | 0.53% | No change | 5,539 | $1.9M |
| CENTRAL TRUST Co | 0.05% | No change | 5,515 | $1.8M |
| Wealth Architects, LLC | 0.21% | Reduce -3.5% | 5,503 | $1.8M |
| Integrated Wealth Concepts LLC | 0.02% | Add +8.7% | 5,480 | $1.8M |
| Rossmore Private Capital | 0.23% | Add +143.7% | 5,467 | $1.8M |
| Beacon Financial Group | 0.20% | Reduce -0.2% | 5,465 | $1.8M |
| Jane Street Group, LLC | 0.00% | Add +10.5% | 5,411 | $1.8M |
| Ledyard National Bank | 0.17% | Reduce -1.1% | 5,396 | $1.8M |
| KilterHowling LLC | 1.02% | Add +0.3% | 5,190 | $1.8M |
| Tudor Investment Corporation | 0.02% | New | 5,342 | $1.8M |
| Strategic Blueprint, LLC | 0.11% | Add +2.7% | 5,310 | $1.8M |
| Portland Global Advisors LLC | 0.22% | Reduce -0.4% | 5,275 | $1.8M |
| High Probability Advisors, LLC | 0.31% | No change | 5,180 | $1.7M |
| Manchester Financial Inc. | 0.37% | No change | 5,051 | $1.7M |
| Jaffetilchin Investment Partners, LLC | 0.12% | Reduce -0.4% | 4,998 | $1.7M |
| Farther Finance Advisors, LLC | 0.06% | Add +2384.6% | 4,994 | $1.7M |
| Avant Financial Advisors LLC | 1.52% | — | 4,957 | $1.7M |
| Brown Brothers Harriman & Co. | 0.01% | Add +1609.3% | 4,957 | $1.7M |
| Private Capital Management LLC | 0.32% | Reduce -50.3% | 4,855 | $1.6M |
| Guardian Wealth Advisors, LLC / NC | 0.13% | Add +0.3% | 4,777 | $1.6M |
| Townsquare Capital LLC | 0.02% | Add +1.5% | 4,768 | $1.6M |
| Moneta Group Investment Advisors LLC | 0.02% | Reduce -0.4% | 4,750 | $1.6M |
| Crescent Grove Advisors, LLC | 0.16% | No change | 4,748 | $1.6M |
| Punch & Associates Investment Management, Inc. | 0.09% | Add +24.7% | 4,722 | $1.6M |
| IHT Wealth Management, LLC | 0.05% | Add +3.3% | 4,686 | $1.6M |
| GC Wealth Management RIA, LLC | 0.27% | Reduce -2.1% | 4,675 | $1.6M |
| Sterling Financial Group, Inc. | 0.58% | No change | 4,670 | $1.6M |
| New England Private Wealth Advisors LLC | 0.25% | Add +4.1% | 4,663 | $1.6M |
| Independent Financial Group, LLC | 0.05% | Add +20.0% | 4,574 | $1.5M |
| Chesley Taft & Associates LLC | 0.07% | No change | 4,523 | $1.5M |
| waypoint wealth counsel | 0.98% | Add +19.6% | 4,514 | $1.5M |
| Motive Wealth Advisors | 0.81% | Reduce -0.8% | 4,508 | $1.5M |
| World Investment Advisors | 0.04% | Add +35.6% | 4,502 | $1.5M |
| BIP Wealth, LLC | 0.10% | Reduce -1.9% | 4,437 | $1.5M |
| CVA Family Office, LLC | 0.23% | No change | 4,400 | $1.5M |
| Sanctuary Advisors, LLC | 0.01% | Reduce -2.5% | 4,235 | $1.5M |
| J.W. Cole Advisors, Inc. | 0.06% | Reduce -0.7% | 4,298 | $1.4M |
| Tennessee Valley Asset Management Partners | 0.24% | No change | 4,249 | $1.4M |
| D.A. Davidson & Co. | 0.01% | Reduce -9.1% | 4,207 | $1.4M |
| Allen Mooney & Barnes Investment Advisors LLC | 0.24% | No change | 4,203 | $1.4M |
| Evercore Wealth Management, LLC | 0.02% | Reduce -1.8% | 4,192 | $1.4M |
| Peapack Gladstone Financial Corp. | 0.02% | No change | 4,176 | $1.4M |
| Sigma Planning Corp | 0.04% | Reduce -17.8% | 4,139 | $1.4M |
| Neuberger Berman Group LLC | 0.00% | Add +86.1% | 4,111 | $1.4M |
| CW Advisors, LLC | 0.02% | Reduce -21.2% | 4,083 | $1.4M |
| Susquehanna International Group, LLP | 0.00% | Add +11.8% | 4,069 | $1.4M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +0.8% | 4,032 | $1.3M |
| Vise Technologies, Inc. | 0.11% | New | 4,032 | $1.3M |
| Graves Light Lenhart Wealth, Inc. | 0.17% | No change | 4,000 | $1.3M |
| Catalyst Financial Partners LLC | 0.25% | New | 3,985 | $1.3M |
| Financial Counselors Inc. | 0.02% | Reduce -8.5% | 3,925 | $1.3M |
| QRG Capital Management, Inc. | 0.01% | New | 3,917 | $1.3M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.11% | Reduce -16.2% | 3,916 | $1.3M |
| SilverOak Wealth Management LLC | 0.28% | No change | 3,910 | $1.3M |
| Stonegate Investment Group, LLC | 0.03% | No change | 3,900 | $1.3M |
| Lowe Brockenbrough & Co. Inc. | 0.08% | No change | 3,899 | $1.3M |
| Augustine Asset Management Inc. | 0.34% | Add +0.7% | 3,895 | $1.3M |
| Abacus Planning Group, Inc. | 0.23% | No change | 3,882 | $1.3M |
| MIdWestOne Financial Group, Inc. | 0.18% | No change | 3,856 | $1.3M |
| Canandaigua National Bank & Trust Co. | 0.13% | Add +3.2% | 3,846 | $1.3M |
| Asset Dedication, LLC | 0.10% | No change | 3,838 | $1.3M |
| Vista Capital Partners, Inc. | 0.15% | Reduce -5.1% | 3,822 | $1.3M |
| Lowe Wealth Advisors, LLC | 0.54% | Reduce -11.9% | 3,780 | $1.3M |
| Sensible Money, LLC | 0.55% | No change | 3,729 | $1.2M |
| ETF Portfolio Partners, Inc. | 0.37% | Reduce -27.0% | 3,677 | $1.2M |
| Pure Financial Advisors, LLC | 0.03% | Add +1.3% | 3,664 | $1.2M |
| Hollencrest Capital Management | 0.05% | No change | 3,596 | $1.2M |
| Evoke Wealth, LLC | 0.03% | Reduce -3.0% | 3,587 | $1.2M |
| Northeast Planning Associates, Inc. / NH / | 1.24% | — | 3,584 | $1.2M |
| Retirement Planning Group, LLC | 0.06% | No change | 3,577 | $1.2M |
| Baring Financial LLC | 1.07% | — | 3,576 | $1.2M |
| Firestone Capital Management | 0.30% | Add +0.1% | 3,571 | $1.2M |
| Indiana Trust & Investment Management Co | 0.40% | No change | 3,547 | $1.2M |
| Stokes Family Office, LLC | 0.12% | No change | 3,500 | $1.2M |
| Atala Financial Inc | 0.81% | — | 3,469 | $1.2M |
| Wealthcare Advisory Partners LLC | 0.03% | No change | 3,467 | $1.2M |
| First Interstate Bank | 0.07% | No change | 3,449 | $1.2M |
| Capital Analysts, LLC | 0.05% | No change | 3,426 | $1.1M |
| Benjamin Edwards Inc. | 0.02% | Reduce -1.8% | 3,421 | $1.1M |
| Mutual Advisors, LLC | 0.03% | Reduce -8.0% | 3,344 | $1.1M |
| Bernardo Wealth Planning LLC | 0.27% | No change | 3,411 | $1.1M |
| Fort Sheridan Advisors LLC | 0.16% | No change | 3,363 | $1.1M |
| Cahaba Wealth Management, Inc. | 0.09% | Reduce -1.0% | 3,350 | $1.1M |
| Agilis Partners LLC | 0.33% | Reduce -6.3% | 3,318 | $1.1M |
| Concurrent Investment Advisors, LLC | 0.03% | Add +13.1% | 3,299 | $1.1M |
| Sonata Capital Group Inc. | 0.45% | Reduce -0.6% | 3,280 | $1.1M |
| Zions Bancorporation, N.A. | 0.07% | No change | 3,270 | $1.1M |
| XML Financial, LLC | 0.10% | Reduce -1.4% | 3,245 | $1.1M |
| Hall Laurie J Trustee | 0.35% | No change | 3,231 | $1.1M |
| Kovack Advisors, Inc. | 0.11% | Reduce -0.6% | 3,209 | $1.1M |
| Keb Asset Management, LLC | 0.31% | Add +0.3% | 3,189 | $1.1M |
| Graypoint LLC | 0.06% | Reduce -2.5% | 3,188 | $1.1M |
| Smith Salley Wealth Management | 0.07% | Add +0.3% | 3,187 | $1.1M |
| Visionary Wealth Advisors | 0.06% | Add +0.3% | 3,172 | $1.1M |
| GHP Investment Advisors, Inc. | 0.05% | Add +0.0% | 3,166 | $1.1M |
| Optivise Advisory Services LLC | 0.57% | No change | 3,138 | $1.0M |
| Avestar Capital, LLC | 0.09% | Reduce -22.8% | 3,128 | $1.0M |
| &partners | 0.01% | Add +359.0% | 3,089 | $1.0M |
| Well Done, LLC | 0.19% | No change | 3,188 | $1.0M |
| Parcion Private Wealth LLC | 0.08% | No change | 3,110 | $1.0M |
| Wedbush Securities Inc. | 0.04% | Reduce -2.4% | 3,092 | $1.0M |
| Red Spruce Capital, LLC | 0.46% | Add +8.6% | 3,072 | $1.0M |
| Fiducient Advisors LLC | 0.13% | Reduce -67.6% | 3,055 | $1.0M |
| Sage Mountain Advisors LLC | 0.07% | No change | 3,053 | $1.0M |
| Ironwood Wealth Management, LLC. | 0.32% | Reduce -15.1% | 3,045 | $1.0M |
| LWM Advisory Services, LLC | 0.71% | Reduce -3.4% | 3,040 | $1.0M |
| E&G Advisors, LLC | 0.27% | No change | 3,002 | $1.0M |
| Rwa Wealth Partners, LLC | 0.01% | No change | 2,975 | $994K |
| Beaumont Asset Management, L.L.C. | 0.57% | No change | 2,970 | $993K |
| HSBC Holdings PLC | 0.00% | Reduce -2.6% | 2,955 | $988K |
| Greenwood Capital Associates LLC | 0.13% | No change | 2,948 | $985K |
| Condor Capital Management | 0.09% | No change | 2,936 | $981K |
| USA Financial Formulas | 0.15% | Reduce -5.1% | 2,905 | $971K |
| First National Corp. /Ma/ | 0.22% | No change | 2,902 | $970K |
| CM Wealth Advisors LLC | 0.31% | No change | 2,869 | $959K |
| Betterment LLC | 0.00% | Add +11.9% | 2,864 | $957K |
| SkyOak Wealth, LLC | 0.20% | Reduce -8.6% | 2,858 | $955K |
| Ellis Investment Partners, LLC | 0.19% | Add +0.1% | 2,834 | $947K |
| Prosperity Planning, Inc. | 0.43% | No change | 2,823 | $944K |
| Dynamic Advisor Solutions LLC | 0.04% | Reduce -35.5% | 2,810 | $939K |
| Jackson Wealth Management, LLC | 0.11% | No change | 2,801 | $936K |
| Old Mission Investment Co LLC | 0.28% | No change | 2,800 | $936K |
| Glenview Trust Co | 0.02% | Add +0.6% | 2,787 | $932K |
| Assetmark, Inc. | 0.00% | Add +177.1% | 2,785 | $931K |
| Camden National Bank | 0.14% | No change | 2,765 | $924K |
| Choreo, LLC | 0.01% | Add +0.3% | 2,756 | $923K |
| Fifth Third Wealth Advisors LLC | 0.05% | No change | 2,759 | $922K |
| Sequoia Financial Advisors, LLC | 0.01% | Add +23.4% | 2,754 | $921K |
| Armbruster Capital Management, Inc. | 0.19% | Reduce -0.7% | 2,730 | $913K |
| Aprio Wealth Management, LLC | 0.13% | No change | 2,729 | $912K |
| IFG Advisory, LLC | 0.05% | New | 2,718 | $908K |
| Nestegg Advisors, Inc. | 0.91% | — | 2,634 | $904K |
| Strategic Family Wealth Counselors, L.L.C. | 0.29% | No change | 2,674 | $894K |
| Wealth Management Partners, LLC | 0.38% | Reduce -0.2% | 2,664 | $890K |
| RFG - Bristol Wealth Advisors, LLC | 0.29% | — | 2,657 | $888K |
| Blue Edge Capital, LLC | 0.14% | No change | 2,657 | $888K |
| Empower Advisory Group, LLC | 0.00% | No change | 2,645 | $884K |
| Soltis Investment Advisors LLC | 0.08% | No change | 2,643 | $883K |
| Asset Allocation & Management Company, LLC | 0.48% | No change | 2,641 | $883K |
| Norden Group LLC | 0.10% | No change | 2,633 | $880K |
| Affinity Capital Advisors, LLC | 0.17% | Add +0.3% | 2,616 | $880K |
| Mason & Associates Inc | 0.21% | No change | 2,618 | $875K |
| International Assets Investment Management, LLC | 0.07% | Add +1.9% | 2,586 | $863K |
| Avidian Wealth Enterprises, LLC | 0.04% | Add +24.9% | 2,576 | $861K |
| W Advisors, LLC | 0.52% | Reduce -14.7% | 2,518 | $842K |
| Procyon Advisors, LLC | 0.05% | Add +23.1% | 2,504 | $837K |
| AGH Wealth Advisors, LLC | 0.77% | — | 2,494 | $834K |
| Coyle Financial Counsel LLC | 0.26% | Reduce -10.5% | 2,468 | $825K |
| Valmark Advisers, Inc. | 0.01% | Reduce -5.8% | 2,451 | $819K |
| Stock Yards Bank & Trust Co. | 0.03% | No change | 2,432 | $813K |
| Eclectic Associates Inc. | 0.24% | New | 2,424 | $810K |
| SlateStone Wealth, LLC | 0.08% | No change | 2,343 | $783K |
| Wade Financial Advisory, Inc | 0.26% | No change | 2,330 | $779K |
| Capstone Financial Advisors, Inc. | 0.05% | Add +0.3% | 2,328 | $778K |
| Houlihan Financial Resource Group, Ltd. | 0.33% | No change | 2,324 | $777K |
| Cobblestone Capital Advisors LLC | 0.04% | No change | 2,322 | $776K |
| Cyndeo Wealth Partners, LLC | 0.05% | No change | 2,305 | $770K |
| Blue Capital, Inc. | 0.54% | — | 2,300 | $769K |
| Private Trust Co. NA | 0.08% | Reduce -1.7% | 2,280 | $762K |
| LGT Financial Advisors LLC | 1.67% | Add +0.3% | 2,265 | $757K |
| Martin Capital Advisors, LLP | 0.49% | Reduce -4.6% | 2,260 | $755K |
| Global Retirement Partners, LLC | 0.02% | Add +51.8% | 2,255 | $754K |
| Park Avenue Securities LLC | 0.01% | Add +64.0% | 2,250 | $752K |
| Collaborative Wealth Managment Inc. | 0.34% | No change | 2,241 | $749K |
| Chilton Capital Management LLC | 0.03% | Reduce -6.3% | 2,240 | $749K |
| FWG Holdings, LLC | 0.35% | Reduce -0.1% | 2,160 | $739K |
| Smartleaf Asset Management LLC | 0.07% | Reduce -12.7% | 2,193 | $736K |
| TBH Global Asset Management, LLC | 0.17% | No change | 2,197 | $734K |
| B. Riley Wealth Advisors, Inc. | 0.02% | Add +8.3% | 2,189 | $732K |
| Dana Investment Advisors, Inc. | 0.02% | Add +13.1% | 2,175 | $727K |
| Allworth Financial LP | 0.00% | No change | 2,055 | $713K |
| Westwood Holdings Group Inc. | 0.01% | Add +42.4% | 2,112 | $706K |
| Oxbow Advisors, LLC | 0.09% | No change | 2,105 | $704K |
| Dempze Nancy E | 0.41% | No change | 2,102 | $703K |
| Evergreen Capital Management LLC | 0.02% | Reduce -12.5% | 2,097 | $701K |
| Burns J W & Co. Inc. | 0.09% | No change | 2,085 | $697K |
| Oppenheimer Asset Management Inc. | 0.01% | Reduce -1.5% | 2,074 | $693K |
| Mason & Associates, LLC | 0.21% | Reduce -0.8% | 2,066 | $691K |
| Brown Wealth Management, LLC | 0.24% | Add +1.2% | 2,064 | $690K |
| Sightline Wealth Advisors, LLC | 0.37% | Add +0.3% | 2,042 | $682K |
| Francis Financial, Inc. | 0.17% | No change | 2,031 | $679K |
| Scotia Capital Inc. | 0.00% | No change | 2,019 | $675K |
| Merit Financial Group, LLC | 0.01% | New | 2,014 | $673K |
| Climber Capital SA | 0.55% | — | 2,015 | $673K |
| Harbor Advisors LLC | 0.10% | No change | 2,000 | $669K |
| Facet Wealth, Inc. | 0.02% | No change | 1,940 | $667K |
| Harbor Investment Advisory, LLC | 0.06% | Add +0.9% | 1,970 | $659K |
| Fiduciary Management Inc. | 0.01% | New | 1,965 | $657K |
| Old Mission Capital LLC | 0.02% | Reduce -49.2% | 1,962 | $656K |
| Coldstream Capital Management Inc. | 0.01% | No change | 1,951 | $652K |
| Avantax Planning Partners, Inc. | 0.02% | Add +0.1% | 1,949 | $652K |
| Earnest Partners LLC | 0.00% | New | 1,932 | $646K |
| Perigon Wealth Management, LLC | 0.02% | Add +9.3% | 1,889 | $640K |
| MSH Capital Advisors LLC | 0.20% | Add +1.1% | 1,902 | $636K |
| Waypoint Wealth Partners Inc. | 0.17% | No change | 1,895 | $633K |
| Joel Isaacson & Co., LLC | 0.03% | New | 1,890 | $632K |
| BostonPremier Wealth LLC | 0.38% | — | 1,872 | $626K |
| Fulton Breakefield Broenniman LLC | 0.04% | No change | 1,857 | $621K |
| Ashton Thomas Private Wealth, LLC | 0.02% | Add +45.1% | 1,849 | $618K |
| Ashford Advisors, LLC | 0.14% | Reduce -4.6% | 1,848 | $618K |
| SVB Wealth LLC | 0.01% | New | 1,842 | $616K |
| Foster Group, Inc. | 0.02% | Reduce -7.7% | 1,812 | $606K |
| New Republic Capital, LLC | 0.39% | Add +22362.5% | 1,797 | $601K |
| RKL Wealth Management LLC | 0.05% | Add +0.3% | 1,796 | $600K |
| William Mack & Associates, Inc. | 0.62% | — | 1,779 | $595K |
| Cramer Rosenthal McGlynn LLC | 0.03% | New | 1,743 | $583K |
| SouthState Bank Corp | 0.04% | No change | 1,717 | $574K |
| Tepp RIA, LLC | 0.85% | — | 1,714 | $573K |
| EPIQ Capital Group, LLC | 0.15% | Add +2.7% | 1,703 | $569K |
| PrairieView Partners, LLC | 0.06% | No change | 1,694 | $566K |
| Bokf, NA | 0.01% | No change | 1,700 | $563K |
| MTM Investment Management, LLC | 0.22% | Reduce -0.6% | 1,685 | $563K |
| 1900 Wealth Management LLC | 0.05% | Add +0.3% | 1,684 | $563K |
| HM Payson & Co. | 0.01% | No change | 1,683 | $563K |
| Ground Swell Capital, LLC | 1.22% | New | 1,676 | $560K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +15.2% | 1,657 | $554K |
| Rehmann Capital Advisory Group | 0.04% | Add +19.3% | 1,651 | $552K |
| VERITY Wealth Advisors | 0.40% | No change | 1,651 | $552K |
| CoreCap Advisors, LLC | 0.03% | Add +28.7% | 1,643 | $549K |
| Forum Financial Management, LP | 0.01% | Add +0.7% | 1,638 | $548K |
| Quadrant Private Wealth Management, LLC | 0.13% | Add +0.3% | 1,633 | $546K |
| GLOBALT Investments LLC / GA | 0.02% | No change | 1,610 | $538K |
| Poinciana Advisors Group, LLC | 0.54% | — | 1,601 | $535K |
| Pathway Financial Advisors LLC | 0.12% | No change | 1,600 | $535K |
| Kingsview Wealth Management, LLC | 0.01% | Reduce -85.9% | 1,574 | $526K |
| Wealth Effects LLC | 0.19% | No change | 1,569 | $524K |
| Midland Wealth Advisors, LLC | 0.03% | No change | 1,565 | $523K |
| Moloney Securities Asset Management, LLC | 0.07% | Add +7.1% | 1,564 | $523K |
| Ferguson Wellman Capital Management, Inc. | 0.01% | No change | 1,560 | $521K |
| Bradley & Co. Private Wealth Management, LLC | 0.32% | — | 1,557 | $520K |
| Mayflower Financial Advisors, LLC | 0.08% | No change | 1,535 | $513K |
| Mullaney, Keating & Wright, Inc. | 0.34% | Reduce -0.8% | 1,515 | $507K |
| Vawter Financial, Ltd. | 0.30% | No change | 1,515 | $506K |
| Mitchell Sinkler & Starr | 0.13% | No change | 1,500 | $501K |
| RVW Wealth, LLC | 0.05% | No change | 1,464 | $489K |
| Frank, Rimerman Advisors LLC | 0.04% | No change | 1,463 | $489K |
| Cornerstone Capital, Inc. | 0.05% | Reduce -2.4% | 1,452 | $485K |
| Quadrant Capital Group LLC | 0.03% | Reduce -5.8% | 1,445 | $483K |
| May Hill Capital, LLC | 0.18% | — | 1,429 | $478K |
| Prospera Financial Services Inc | 0.01% | Reduce -37.4% | 1,419 | $478K |
| TD Private Client Wealth LLC | 0.01% | Add +17625.0% | 1,418 | $474K |
| Evanson Asset Management, LLC | 0.03% | No change | 1,406 | $470K |
| Core Wealth Management, Inc. | 0.18% | Reduce -0.7% | 1,406 | $470K |
| Haverford Trust Co | 0.00% | No change | 1,400 | $468K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | No change | 1,398 | $467K |
| Global View Capital Management LLC | 0.16% | — | 1,388 | $463K |
| Linscomb Wealth, Inc. | 0.02% | Add +3.1% | 1,375 | $460K |
| Burt Wealth Advisors | 0.12% | Reduce -20.1% | 1,364 | $456K |
| Financial Advocates Investment Management | 0.03% | No change | 1,356 | $453K |
| Diversified Trust Co. | 0.01% | Add +0.1% | 1,356 | $453K |
| Bartlett & Co. Wealth Management LLC | 0.01% | No change | 1,325 | $443K |
| Meridian Wealth Management, LLC | 0.02% | No change | 1,322 | $442K |
| Greenhouse Wealth Management, LLC | 0.29% | No change | 1,312 | $439K |
| NorthCoast Asset Management LLC | 0.00% | Reduce -11.9% | 1,289 | $431K |
| Gould Capital, LLC | 0.30% | Add +8.3% | 1,289 | $431K |
| 17 Capital Partners, LLC | 0.27% | Add +0.3% | 1,275 | $426K |
| Clearbridge Investments, LLC | 0.00% | New | 1,266 | $423K |
| Spire Wealth Management | 0.01% | Reduce -19.4% | 1,265 | $423K |
| Shakespeare Wealth Management, LLC | 0.11% | No change | 1,262 | $422K |
| HBK Sorce Advisory LLC | 0.01% | Reduce -3.8% | 1,255 | $419K |
| OneDigital Investment Advisors LLC | 0.00% | Reduce -22.3% | 1,254 | $419K |
| Auour Investments LLC | 0.15% | No change | 1,208 | $416K |
| First American Trust, FSB | 0.04% | Reduce -2.3% | 1,238 | $414K |
| Mesirow Financial Investment Management, Inc. | 0.01% | Reduce -12.2% | 1,235 | $413K |
| Crewe Advisors LLC | 0.06% | No change | 1,232 | $412K |
| Summit Financial Strategies, Inc. | 0.05% | No change | 1,232 | $412K |
| Lion Street Advisors, LLC | 0.13% | No change | 1,225 | $409K |
| Davidson Investment Advisors | 0.02% | Add +18.8% | 1,218 | $407K |
| Apexium Financial, LP | 0.02% | Add +2.4% | 1,213 | $405K |
| CWA Asset Management Group, LLC | 0.02% | No change | 1,210 | $404K |
| SOL Capital Management CO | 0.04% | No change | 1,210 | $404K |
| Accurate Wealth Management, LLC | 0.08% | No change | 1,206 | $400K |
| Daymark Wealth Partners, LLC | 0.02% | No change | 1,188 | $397K |
| Anchor Capital Advisors LLC | 0.01% | Add +31.5% | 1,182 | $395K |
| Johnson Financial Group, Inc. | 0.02% | Reduce -4.3% | 1,141 | $393K |
| Verus Capital Partners, LLC | 0.04% | New | 1,169 | $391K |
| Robertson Stephens Wealth Management, LLC | 0.01% | Add +3.4% | 1,167 | $390K |
| First Citizens Bank & Trust Co. | 0.01% | Reduce -0.4% | 1,164 | $389K |
| Schmidt P J Investment Management Inc. | 0.07% | No change | 1,150 | $384K |
| Lyell Wealth Management, LP | 0.03% | No change | 1,150 | $384K |
| Grant/GrossMendelsohn, LLC | 0.20% | Add +3.2% | 1,135 | $379K |
| Willow Creek Wealth Management Inc. | 0.04% | No change | 1,109 | $371K |
| Revolve Wealth Partners, LLC | 0.05% | No change | 1,106 | $370K |
| Mather Group, Llc. | 0.00% | Reduce -8.2% | 1,103 | $369K |
| James J. Burns & Company, LLC | 0.06% | No change | 1,100 | $368K |
| Reynders McVeigh Capital Management, LLC | 0.02% | Reduce -1.7% | 1,101 | $368K |
| Fluent Financial, LLC | 0.16% | Reduce -0.3% | 1,098 | $367K |
| Magnolia Private Wealth, LLC | 0.33% | — | 1,096 | $366K |
| Lauterbach Financial Advisors, LLC | 0.22% | No change | 1,095 | $366K |
| Pine Ridge Advisers LLC | 0.03% | No change | 1,083 | $362K |
| Moneco Advisors, LLC | 0.04% | Reduce -0.3% | 1,080 | $361K |
| Outlook Wealth Advisors, LLC | 0.10% | No change | 1,068 | $357K |
| Alternative Investment Advisors, LLC. | 0.19% | Add +0.3% | 1,063 | $355K |
| Harbour Investments, Inc. | 0.01% | Add +0.1% | 1,053 | $352K |
| Perennial Investment Advisors, LLC | 0.04% | Reduce -1.9% | 1,051 | $351K |
| Plancorp, LLC | 0.01% | No change | 1,042 | $348K |
| Rockwood Wealth Management, LLC | 0.04% | No change | 1,037 | $348K |
| Walled Lake Planning & Wealth Management, LLC | 0.13% | Add +0.1% | 1,028 | $344K |
| IFP Advisors, Inc | 0.01% | Add +10.8% | 1,028 | $344K |
| Signal Advisors Wealth, LLC | 0.04% | New | 1,024 | $342K |
| Tritonpoint Wealth, LLC | 0.03% | Add +24.7% | 1,021 | $341K |
| ARS Wealth Advisors Group, LLC | 0.05% | Reduce -0.4% | 1,015 | $339K |
| Rappaport Reiches Capital Management, LLC | 0.09% | Reduce -4.3% | 1,010 | $337K |
| Eldridge Investment Advisors, Inc. | 0.08% | Reduce -26.0% | 1,009 | $337K |
| Biltmore Family Office, LLC | 0.06% | No change | 1,005 | $336K |
| Wealth Management Associates, Inc. | 0.14% | No change | 1,000 | $334K |
| Capital Advisors Wealth Management, LLC | 0.06% | No change | 1,000 | $334K |
| Heck Capital Advisors, LLC | 0.04% | No change | 1,000 | $334K |
| LM Advisors LLC | 0.06% | Reduce -0.1% | 1,000 | $334K |
| Patten Group, Inc. | 0.07% | Reduce -6.8% | 997 | $333K |
| N.E.W. Advisory Services LLC | 0.03% | No change | 993 | $332K |
| K.J. Harrison & Partners Inc | 0.05% | No change | 989 | $330K |
| Legacy Capital Group California, Inc. | 0.10% | No change | 987 | $330K |
| Regions Financial Corp. | 0.00% | No change | 982 | $328K |
| Jacobs & Co. | 0.03% | No change | 982 | $328K |
| DT Investment Partners, LLC | 0.03% | No change | 975 | $326K |
| Members Trust Co | 0.01% | No change | 975 | $326K |
| Veracity Capital LLC | 0.12% | Add +30.5% | 967 | $323K |
| StoneX Group Inc. | 0.02% | Add +25.0% | 965 | $323K |
| Altiora Financial Group, LLC | 0.07% | Add +0.3% | 965 | $322K |
| AlphaMark Advisors, LLC | 0.14% | No change | 947 | $317K |
| Stonebrook Private Inc. | 0.08% | New | 935 | $313K |
| Retirement Income Solutions, Inc. | 0.06% | No change | 924 | $309K |
| Salomon & Ludwin, LLC | 0.03% | Reduce -3.1% | 922 | $308K |
| Thomasville National Bank | 0.02% | No change | 919 | $307K |
| Promus Capital, LLC | 0.24% | — | 918 | $307K |
| Nwam LLC | 0.02% | No change | 908 | $303K |
| Qube Research & Technologies Ltd | 0.00% | Add +5.6% | 902 | $301K |
| Partners in Financial Planning | 0.06% | No change | 891 | $298K |
| Alpha Cubed Investments, LLC | 0.01% | No change | 890 | $297K |
| Schorn Wealth LLC | 0.09% | Add +0.3% | 874 | $292K |
| Legacy Financial Advisors, Inc. | 0.05% | Reduce -40.8% | 872 | $291K |
| Schnieders Capital Management LLC | 0.06% | New | 864 | $289K |
| Ascentis Independent Advisors | 0.06% | Add +0.2% | 860 | $288K |
| Grey Fox Wealth Advisors, LLC | 0.08% | No change | 838 | $280K |
| Marks Group Wealth Management, Inc | 0.03% | No change | 835 | $279K |
| CFO4Life Group, LLC | 0.05% | No change | 824 | $275K |
| Versant Capital Management, Inc | 0.06% | Add +0.2% | 822 | $275K |
| Bingham Private Wealth, LLC | 0.29% | — | 819 | $274K |
| AE Wealth Management LLC | 0.00% | Add +13.7% | 812 | $271K |
| Fermata Advisors, LLC | 0.05% | Reduce -1.3% | 810 | $271K |
| Cookson Peirce & Co. Inc. | 0.01% | New | 803 | $268K |
| Sebold Capital Management, Inc. | 0.18% | Reduce -10.7% | 802 | $268K |
| Great Valley Advisor Group, Inc. | 0.01% | New | 797 | $266K |
| GPS Wealth Strategies Group, LLC | 0.03% | Reduce -4.1% | 794 | $266K |
| Van Hulzen Asset Management, LLC | 0.02% | No change | 792 | $265K |
| Frisch Financial Group, Inc. | 0.08% | No change | 783 | $262K |
| Silverlake Wealth Management LLC | 0.10% | No change | 783 | $262K |
| Prosperity Financial Group, Inc. | 0.13% | No change | 783 | $262K |
| Atlas Legacy Advisors, LLC | 0.06% | — | 781 | $261K |
| Summit Place Financial Advisors, LLC | 0.15% | No change | 775 | $259K |
| Thrivent Financial for Lutherans | 0.00% | Add +0.3% | 774 | $259K |
| Cornerstone Wealth Group, LLC | 0.02% | Reduce -0.4% | 773 | $258K |
| Sargent Investment Group, LLC | 0.04% | Reduce -5.5% | 773 | $257K |
| Ahl Investment Management, Inc. | 0.18% | No change | 768 | $257K |
| Sabal Trust CO | 0.01% | No change | 768 | $257K |
| T. Rowe Price Associates Inc. | 0.00% | No change | 764 | $256K |
| GWN Securities Inc. | 0.07% | — | 735 | $256K |
| Anchor Investment Management, LLC | 0.02% | Add +0.3% | 763 | $255K |
| Cape Ann Savings Bank | 0.15% | No change | 755 | $252K |
| Cim Investment Management Inc. | 0.07% | No change | 755 | $252K |
| RMR Wealth Builders | 0.03% | Add +0.1% | 753 | $252K |
| Financial Engines Advisors L.L.C. | 0.00% | Add +17.7% | 751 | $251K |
| Burling Wealth Partners, LLC | 0.05% | — | 750 | $251K |
| RIA Advisory Group LLC | 0.09% | Reduce -11.6% | 750 | $251K |
| Foguth Wealth Management, LLC. | 0.07% | New | 719 | $250K |
| Corundum Group, Inc. | 0.09% | New | 745 | $249K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | No change | 725 | $249K |
| Bordeaux Wealth Advisors LLC | 0.04% | No change | 737 | $246K |
| Strategic Financial Concepts, LLC | 0.05% | Add +3.1% | 736 | $246K |
| Investmark Advisory Group LLC | 0.12% | No change | 735 | $246K |
| Sapient Capital LLC | 0.00% | No change | 734 | $245K |
| Empire Financial Management Company, LLC | 0.08% | Reduce -14.9% | 734 | $245K |
| Auxano Advisors, LLC | 0.06% | Reduce -1.8% | 729 | $244K |
| Cannon Financial Strategists, Inc. | 0.04% | No change | 723 | $242K |
| First Command Advisory Services, Inc. | 0.00% | Reduce -5.9% | 723 | $242K |
| Campion Asset Management | 0.18% | Reduce -4.2% | 722 | $241K |
| Defined Financial Planning LLC | 0.26% | — | 721 | $241K |
| AdvisorNet Financial, Inc | 0.02% | Reduce -1.0% | 716 | $239K |
| Sterneck Capital Management, LLC | 0.13% | Reduce -40.4% | 716 | $239K |
| Managed Asset Portfolios, LLC | 0.04% | New | 714 | $239K |
| Flagship Harbor Advisors, LLC | 0.01% | No change | 713 | $238K |
| Meritage Portfolio Management | 0.01% | No change | 709 | $237K |
| Principle Wealth Partners LLC | 0.02% | No change | 704 | $235K |
| Legacy Advisors, LLC | 0.02% | Add +0.1% | 701 | $234K |
| Bawa N Mallick Trust | 0.10% | — | 700 | $234K |
| Acropolis Investment Management, LLC | 0.01% | No change | 700 | $234K |
| Grant Street Asset Management, Inc. | 0.06% | Reduce -0.6% | 696 | $233K |
| Canopy Partners, LLC | 0.09% | No change | 682 | $228K |
| Uptick Partners, LLC | 0.08% | No change | 682 | $228K |
| Cadence Bank | 0.02% | No change | 682 | $228K |
| Titleist Asset Management, LLC | 0.03% | No change | 681 | $228K |
| Meridian Wealth Partners, LLC | 0.03% | Reduce -0.1% | 680 | $227K |
| Naviter Wealth, LLC | 0.03% | No change | 680 | $227K |
| Beacon Investment Advisory Services, Inc. | 0.01% | No change | 677 | $226K |
| Parsons Capital Management Inc. | 0.01% | No change | 675 | $226K |
| Florida Trust Wealth Management Co | 0.01% | No change | 675 | $226K |
| Decatur Capital Management, Inc. | 0.10% | New | 672 | $225K |
| Montag & Caldwell, LLC | 0.05% | New | 666 | $223K |
| Strategic Advocates LLC | 0.07% | Reduce -15.7% | 662 | $221K |
| Marquette Asset Management, LLC | 0.04% | No change | 661 | $221K |
| Philip James Wealth Mangement, LLC | 0.03% | Add +0.3% | 657 | $220K |
| One Charles Private Wealth Services, LLC | 0.07% | No change | 657 | $220K |
| Rezny Wealth Management, Inc. | 0.05% | No change | 650 | $217K |
| CRA Financial Services, LLC | 0.04% | Reduce -3.3% | 650 | $217K |
| Rockland Trust Co. | 0.01% | No change | 650 | $217K |
| Birch Hill Investment Advisors LLC | 0.01% | No change | 650 | $217K |
| Private Wealth Management Group, LLC | 0.08% | No change | 645 | $216K |
| Newton One Investments LLC | 0.08% | Add +0.3% | 645 | $215K |
| WMS Partners, LLC | 0.01% | No change | 644 | $215K |
| Opes Wealth Management LLC | 0.04% | New | 640 | $214K |
| SwitchPoint Financial Planning, LLC | 0.20% | — | 634 | $212K |
| Wesbanco Bank Inc. | 0.01% | Reduce -59.9% | 634 | $212K |
| Pacific Center for Financial Services | 0.05% | No change | 630 | $211K |
| Argent Trust Co | 0.01% | New | 629 | $210K |
| Penobscot Investment Management Company, Inc. | 0.02% | No change | 626 | $209K |
| Sandy Spring Bank | 0.01% | No change | 624 | $209K |
| Unique Wealth, LLC | 0.04% | New | 620 | $207K |
| Keystone Wealth Services, LLC | 0.05% | No change | 615 | $206K |
| Little House Capital LLC | 0.06% | No change | 615 | $206K |
| WBH Advisory Inc. | 0.02% | No change | 614 | $205K |
| Sugarloaf Wealth Management, LLC | 0.04% | Reduce -4.4% | 613 | $205K |
| Granite FO LLC | 0.12% | No change | 612 | $205K |
| Harfst & Associates, Inc. | 0.04% | New | 611 | $204K |
| LJI Wealth Management, LLC | 0.04% | Reduce -16.7% | 607 | $203K |
| ICONIQ Capital, LLC | 0.00% | New | 603 | $202K |
| Rothschild Investment LLC | 0.01% | No change | 593 | $198K |
| Synergy Investment Management, LLC | 0.08% | — | 585 | $196K |
| Union Savings Bank | 0.10% | No change | 578 | $193K |
| Duncker Streett & Co. Inc. | 0.03% | No change | 560 | $187K |
| Albion Financial Group | 0.01% | No change | 558 | $187K |
| Kohmann Bosshard Financial Services, LLC | 0.02% | New | 555 | $186K |
| MCF Advisors LLC | 0.01% | No change | 550 | $184K |
| Tompkins Financial Corp. | 0.02% | Reduce -16.4% | 510 | $170K |
| Grove Bank & Trust | 0.02% | No change | 500 | $167K |
| Financial Gravity Companies, Inc. | 0.04% | No change | 497 | $166K |
| Plante Moran Financial Advisors, LLC | 0.01% | Reduce -10.5% | 495 | $165K |
| VSM Wealth Advisory, LLC | 0.06% | — | 487 | $163K |
| Phillips Financial Management, LLC | 0.01% | No change | 473 | $158K |
| Key Financial Inc | 0.04% | No change | 472 | $158K |
| Golden State Wealth Management, LLC | 0.02% | — | 468 | $156K |
| Signaturefd, LLC | 0.00% | No change | 447 | $149K |
| Addison Advisors LLC | 0.04% | No change | 443 | $148K |
| Ritter Daniher Financial Advisory LLC / DE | 0.04% | No change | 435 | $145K |
| Parkside Financial Bank & Trust | 0.02% | No change | 420 | $140K |
| HBC Financial Services, PLLC | 0.08% | Add +1.7% | 409 | $136K |
| Prestige Wealth Management Group LLC | 0.03% | New | 401 | $134K |
| Tsfg, LLC | 0.03% | No change | 400 | $134K |
| Pittenger & Anderson Inc. | 0.00% | No change | 400 | $134K |
| Realta Investment Advisors | 0.05% | Reduce -20.0% | 395 | $134K |
| Abound Wealth Management | 0.04% | No change | 388 | $130K |
| TFC Financial Management, Inc. | 0.02% | New | 375 | $125K |
| WealthShield Partners, LLC | 0.02% | Reduce -9.8% | 359 | $120K |
| Optimum Investment Advisors | 0.05% | No change | 355 | $119K |
| Salem Investment Counselors Inc. | 0.00% | Reduce -32.6% | 330 | $110K |
| Cape Investment Advisory, Inc. | 0.04% | Add +2.7% | 302 | $101K |
| Front Row Advisors LLC | 0.03% | No change | 300 | $100K |
| 1620 Investment Advisors, Inc. | 0.08% | No change | 293 | $98K |
| NWK Group, Inc. | 0.04% | No change | 293 | $98K |
| one8zero8, LLC | 0.02% | — | 290 | $97K |
| London Co. of Virginia | 0.00% | Add +3437.5% | 283 | $95K |
| Cranbrook Wealth Management, LLC | 0.02% | No change | 275 | $92K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -0.4% | 268 | $90K |
| Security National Bank | 0.01% | New | 267 | $89K |
| Tower View Wealth Management LLC | 0.05% | Add +0.4% | 264 | $88K |
| Concord Wealth Partners | 0.01% | No change | 261 | $87K |
| Simplex Trading, LLC | 0.00% | Reduce -65.1% | 250 | $83K |
| Founders Financial Alliance, LLC | 0.02% | Add +0.4% | 240 | $80K |
| Howe & Rusling Inc. | 0.01% | No change | 235 | $79K |
| Glass Jacobson Investment Advisors llc | 0.02% | No change | 226 | $76K |
| Bangor Savings Bank | 0.01% | No change | 225 | $75K |
| Hexagon Capital Partners LLC | 0.01% | No change | 214 | $72K |
| Millstone Evans Group, LLC | 0.05% | — | 208 | $70K |
| Pflug Koory, LLC | 0.00% | No change | 197 | $66K |
| Parallel Advisors, LLC | 0.00% | Add +10.2% | 194 | $65K |
| Copia Wealth Management | 0.06% | — | 192 | $64K |
| Delta Asset Management LLC | 0.01% | Reduce -1.5% | 192 | $64K |
| Legacies Wealth LLC | 0.05% | No change | 175 | $58K |
| Silicon Valley Capital Partners | 0.01% | Add +0.6% | 166 | $55K |
| Laurel Wealth Advisors LLC | 0.01% | No change | 165 | $55K |
| ORG Partners LLC | 0.01% | No change | 152 | $51K |
| FWL Investment Management, LLC | 0.02% | No change | 151 | $50K |
| Tidemark, LLC | 0.02% | No change | 148 | $49K |
| Physician Wealth Advisors, Inc. | 0.01% | New | 145 | $48K |
| Ballast Advisors LLC | 0.01% | Reduce -26.2% | 141 | $47K |
| Atlantic Private Wealth, LLC | 0.04% | Add +0.7% | 139 | $47K |
| Denver PWM, LLC | 0.02% | Add +0.7% | 137 | $46K |
| Sunbelt Securities, Inc. | 0.00% | No change | 136 | $46K |
| Avior Wealth Management, LLC | 0.00% | Add +126.8% | 127 | $43K |
| JNBA Financial Advisors | 0.00% | No change | 123 | $41K |
| Horizons Wealth Management | 0.03% | No change | 122 | $41K |
| Blue Trust, Inc. | 0.00% | No change | 121 | $40K |
| Financial Connections Group, Inc. | 0.02% | No change | 120 | $40K |
| Cardiff Park Advisors, LLC | 0.00% | Add +0.9% | 109 | $36K |
| Principal Securities, Inc. | 0.00% | Add +237.5% | 108 | $36K |
| Monetary Management Group Inc. | 0.01% | No change | 100 | $33K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 100 | $33K |
| Truvestments Capital LLC | 0.01% | Reduce -2.0% | 99 | $33K |
| Washington Trust Advisors, Inc. | 0.00% | No change | 93 | $31K |
| Park Place Capital Corp | 0.01% | No change | 90 | $30K |
| Beacon Capital Management, LLC | 0.00% | No change | 89 | $30K |
| Breakwater Investment Management | 0.01% | No change | 83 | $28K |
| Game Plan Financial Advisors, LLC | 0.01% | No change | 75 | $25K |
| 2UniFi Bank | 0.02% | — | 75 | $25K |
| Arlington Trust Co LLC | 0.01% | No change | 75 | $25K |
| Activest Wealth Management | 0.01% | No change | 73 | $24K |
| JDM Financial Group LLC | 0.01% | No change | 73 | $24K |
| Motco | 0.00% | Reduce -45.6% | 68 | $23K |
| Coston, McIsaac & Partners | 0.01% | No change | 59 | $19K |
| Elevate Wealth Advisory, Inc. | 0.01% | No change | 56 | $19K |
| Center for Financial Planning, Inc. | 0.00% | Add +115.4% | 56 | $19K |
| CNB Bank | 0.01% | No change | 50 | $17K |
| Financial Perspectives, Inc | 0.01% | No change | 50 | $17K |
| Stonebridge Financial Group, LLC | 0.00% | — | 50 | $17K |
| Operose Advisors LLC | 0.01% | No change | 49 | $16K |
| Glassman Wealth Services | 0.00% | No change | 49 | $16K |
| Centennial Bank | 0.01% | No change | 47 | $16K |
| Oakworth Capital, Inc. | 0.00% | No change | 44 | $15K |
| National Bank of Canada | 0.00% | No change | 43 | $14K |
| Cornerstone Planning Group LLC | 0.00% | No change | 32 | $11K |
| Frazier Financial Advisors, LLC | 0.01% | No change | 31 | $10K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | New | 30 | $10K |
| Glen Eagle Advisors, LLC | 0.00% | No change | 30 | $10K |
| Mb, Levis & Associates, LLC | 0.00% | No change | 26 | $9K |
| Sugar Maple Asset Management, LLC | 0.01% | New | 25 | $8K |
| Financial Life Planners | 0.01% | — | 22 | $7K |
| North Star Investment Management Corp. | 0.00% | No change | 19 | $6K |
| Trust Co | 0.00% | No change | 19 | $6K |
| WealthTrak Capital Management LLC | 0.00% | — | 16 | $5K |
| GW&K Investment Management, LLC | 0.00% | No change | 14 | $5K |
| Larson Financial Group LLC | 0.00% | No change | 12 | $4K |
| Armor Investment Advisors, LLC | 0.00% | No change | 11 | $4K |
| Wolff Wiese Magana LLC | 0.00% | New | 10 | $3K |
| Morris Financial Concepts, Inc. | 0.00% | Reduce -95.5% | 10 | $3K |
| Bfsg, LLC | 0.00% | No change | 9 | $3K |
| Continuum Advisory, LLC | 0.00% | Reduce -72.7% | 9 | $3K |
| GAMMA Investing LLC | 0.00% | New | 8 | $3K |
| Silver Oak Securities, Incorporated | 0.00% | No change | 5 | $2K |
| Nemes Rush Group LLC | 0.00% | No change | 4 | $1K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -99.9% | 2 | $668 |
| Aventura Private Wealth, LLC | 0.00% | — | 1 | $334 |
"% of holder's portfolio" is IWV's weight in each manager's 13F, not the share of iShares Russell 3000 ETF the manager owns.