iShares Russell 3000 ETFIWVETF
13F holders, Q1 2025 (March 31)806holders −45
35new positions
67sold out
3famous investors
$317.64avg. 13F price*
At the end of Q1 2025, 806 institutions reported holding iShares Russell 3000 ETF (IWV) in their 13F filings, down 45 from Q4 2024. 35 opened new positions and 67 sold out. The largest holders were SCS Capital Management LLC ($604.4M), Morgan Stanley ($368.7M) and Northern Trust Corp. ($359.7M). 3 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- iShares Russell 3000 ETF
- CUSIP
- 464287689
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 35 | $82.9M |
| Exits | 67 | $195.6M |
All 13F filers, Q4 2024 → Q1 2025: 1,612,043 shares bought and 2,160,900 shares sold, net −548,857 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 806 holders
| SCS Capital Management LLC | 7.69% | Add +9.0% | 1,902,762 | $604.4M |
| Morgan Stanley | 0.03% | Add +2.1% | 1,160,653 | $368.7M |
| Northern Trust Corp. | 0.05% | Reduce -1.9% | 1,132,352 | $359.7M |
| Goldman Sachs Group Inc. | 0.06% | Add +46.1% | 918,200 | $291.7M |
| BlackRock, Inc. | 0.01% | Add +15.7% | 916,759 | $291.2M |
| Bank of America Corp. | 0.02% | Reduce -22.0% | 794,482 | $252.4M |
| UNC Management Company, Inc. | 19.65% | Add +0.3% | 577,129 | $183.3M |
| JPMorgan Chase & Co. | 0.01% | Reduce -4.8% | 575,186 | $182.7M |
| Pitcairn Co. | 10.29% | Reduce -2.6% | 536,971 | $170.6M |
| LPL Financial LLC | 0.06% | Add +1.2% | 501,659 | $159.3M |
| UBS Group AG | 0.03% | Reduce -1.1% | 438,331 | $139.2M |
| Ameriprise Financial Inc. | 0.03% | Reduce -13.9% | 388,557 | $123.4M |
| Evensky & Katz LLC | 7.78% | Reduce -3.6% | 365,204 | $116.0M |
| Focus Partners Wealth | 0.29% | Reduce -1.7% | 364,681 | $115.8M |
| PNC Financial Services Group, Inc. | 0.06% | Add +4.3% | 333,439 | $105.9M |
| Bank of New York Mellon Corp | 0.02% | Add +3.3% | 319,067 | $101.3M |
| HighTower Advisors, LLC | 0.13% | Reduce -1.5% | 308,661 | $98.0M |
| Captrust Financial Advisors | 0.24% | Add +26.0% | 299,027 | $95.0M |
| TLWM | 18.76% | Add +0.4% | 295,435 | $93.8M |
| Lido Advisors, LLC | 0.56% | Add +10.2% | 294,156 | $93.4M |
| Wells Fargo & Company | 0.02% | Reduce -12.4% | 271,888 | $86.4M |
| Corient Private Wealth LP | 0.13% | Add +3.8% | 255,410 | $81.1M |
| Sentinel Trust Co. Lba | 9.47% | Reduce -17.6% | 252,872 | $80.3M |
| FMR LLC | 0.00% | Add +240.6% | 222,465 | $70.7M |
| Mercer Global Advisors Inc. | 0.15% | Add +3.9% | 211,735 | $67.3M |
| Blair William & Co. | 0.19% | Reduce -0.1% | 199,363 | $63.3M |
| Family Firm, Inc. | 13.75% | Reduce -1.5% | 193,861 | $61.6M |
| Calamos Wealth Management LLC | 3.05% | Add +13.3% | 189,946 | $60.3M |
| GM Advisory Group, LLC | 3.10% | Reduce -1.5% | 180,763 | $57.4M |
| Bessemer Group Inc. | 0.09% | No change | 165,850 | $52.7M |
| Ballentine Partners, LLC | 0.91% | Reduce -1.7% | 165,631 | $52.6M |
| Commerce Bank | 0.33% | Add +4.2% | 164,884 | $52.4M |
| Bank of Nova Scotia | 0.11% | No change | 159,700 | $50.7M |
| Davis R M Inc. | 1.01% | No change | 159,477 | $50.7M |
| Waverly Advisors, LLC | 0.61% | Add +2.6% | 156,190 | $49.6M |
| Proficio Capital Partners LLC | 3.81% | Reduce -9.6% | 154,679 | $49.3M |
| AlphaCore Capital LLC | 4.18% | Add +11.1% | 154,840 | $49.2M |
| Envestnet Asset Management Inc. | 0.02% | Reduce -24.8% | 148,807 | $47.3M |
| Bricktown Capital, LLC | 8.52% | New | 143,120 | $45.5M |
| Raymond James Financial Inc. | 0.02% | Add +16.6% | 141,848 | $45.1M |
| Stephens Inc. | 0.64% | Reduce -15.4% | 137,881 | $43.8M |
| Franklin Resources Inc. | 0.01% | Add +12.0% | 134,034 | $42.6M |
| Mill Creek Capital Advisors, LLC | 1.00% | Add +1.9% | 130,295 | $41.4M |
| FFT Wealth Management LLC | 8.61% | Reduce -8.9% | 129,579 | $41.2M |
| Wind River Trust Co | 16.99% | No change | 124,692 | $39.6M |
| Strategic Investment Management, LLC | 15.59% | Reduce -8.3% | 122,201 | $38.8M |
| Osaic Holdings, Inc. | 0.09% | Add +4.5% | 120,997 | $38.5M |
| Bank of Montreal | 0.02% | Add +15.6% | 120,882 | $38.4M |
| Commonwealth Equity Services, LLC | 0.05% | Add +8.3% | 119,948 | $38.1M |
| Ieq Capital, LLC | 0.30% | Add +37.6% | 118,995 | $37.8M |
| Cresset Asset Management, LLC | 0.19% | Add +12.8% | 118,703 | $37.7M |
| Caprock Group, LLC | 1.07% | Add +4.6% | 110,516 | $35.1M |
| Tiaa Trust, National Association | 0.10% | Reduce -26.8% | 104,015 | $33.0M |
| Pennington Partners & Co., LLC | 18.61% | Reduce -1.0% | 102,281 | $32.5M |
| Geneos Wealth Management Inc. | 1.07% | Reduce -4.7% | 100,966 | $32.1M |
| Clearstead Advisors, LLC | 0.50% | Add +7.4% | 100,383 | $31.9M |
| Wealthspire Advisors, LLC | 0.18% | Add +99.4% | 95,534 | $30.3M |
| Hantz Financial Services, Inc. | 0.53% | Reduce -4.9% | 94,904 | $30.1M |
| Cetera Investment Advisers | 0.06% | Add +6.9% | 94,570 | $30.0M |
| Waldron Private Wealth LLC | 1.38% | Add +0.6% | 92,084 | $29.2M |
| Comerica Bank | 0.12% | Reduce -4.6% | 91,402 | $29.0M |
| Tanglewood Wealth Management, Inc. | 3.22% | Reduce -8.4% | 90,009 | $28.6M |
| Mariner, LLC | 0.05% | Add +11.3% | 89,310 | $28.4M |
| US Bancorp \de | 0.04% | Reduce -2.0% | 87,750 | $27.9M |
| Provenance Wealth Advisors, LLC | 4.00% | Reduce -0.2% | 87,605 | $27.8M |
| Avantax Advisory Services, Inc. | 0.17% | Add +46.1% | 87,573 | $27.8M |
| Portfolio Strategies, Inc. | 4.30% | Reduce -4.7% | 87,350 | $27.7M |
| Jones Financial Companies LLLP | 0.02% | Reduce -24.5% | 85,094 | $26.9M |
| HB Wealth Management, LLC | 0.22% | Reduce -2.3% | 82,399 | $26.2M |
| Brighton Jones LLC | 0.84% | Reduce -3.9% | 82,135 | $26.1M |
| Royal Bank of Canada | 0.01% | Reduce -33.1% | 79,548 | $25.3M |
| Great Diamond Partners, LLC | 6.73% | Reduce -3.5% | 77,556 | $24.6M |
| Brooklyn FI, LLC | 7.52% | Add +5.0% | 75,995 | $24.3M |
| Fifth Third Bancorp | 0.09% | Reduce -0.3% | 73,346 | $23.3M |
| Embree Financial Group | 3.85% | Reduce -1.3% | 72,416 | $23.0M |
| Trajan Wealth LLC | 1.23% | Add +0.5% | 70,947 | $22.5M |
| Finley Financial, LLC | 12.42% | Reduce -0.2% | 70,724 | $22.3M |
| Nations Financial Group Inc, /Ia/ | 1.65% | Reduce -3.9% | 67,943 | $21.6M |
| Savant Capital, LLC | 0.18% | Add +0.0% | 67,263 | $21.4M |
| Stairway Partners, LLC | 1.27% | Reduce -0.7% | 65,068 | $20.7M |
| Johnson Investment Counsel Inc. | 0.19% | Add +1.2% | 63,421 | $20.1M |
| Citizens Financial Group Inc. | 0.39% | Add +15.1% | 61,517 | $19.5M |
| Truepoint, Inc. | 0.52% | Reduce -0.0% | 59,881 | $19.0M |
| Rockefeller Capital Management L.P. | 0.05% | Reduce -0.4% | 59,410 | $18.9M |
| Keybank National Association | 0.08% | Add +105.1% | 59,361 | $18.9M |
| Brookstone Capital Management | 0.26% | Reduce -8.2% | 57,953 | $18.4M |
| Epiq Partners, LLC | 10.12% | Add +7.6% | 57,245 | $18.2M |
| Compass Financial Group, Inc. | 9.33% | Reduce -0.2% | 57,193 | $18.2M |
| Kestra Advisory Services, LLC | 0.09% | Add +0.9% | 56,688 | $18.0M |
| Whittier Trust Co. of Nevada Inc. | 0.45% | Add +0.2% | 56,593 | $18.0M |
| Cerity Partners LLC | 0.04% | Reduce -7.6% | 56,588 | $18.0M |
| Wealthstream Advisors, Inc. | 3.20% | Reduce -0.3% | 53,882 | $17.1M |
| Diversified Portfolios, Inc. | 1.80% | Reduce -0.2% | 53,773 | $17.1M |
| Christopher J. Hasenberg, Inc | 6.99% | Reduce -6.0% | 52,848 | $16.9M |
| Strategic Equity Management | 7.02% | Add +4.6% | 52,582 | $16.7M |
| Forvis Mazars Wealth Advisors, LLC | 0.39% | Reduce -3.9% | 51,475 | $16.4M |
| O'Brien Wealth Partners LLC | 3.02% | Reduce -0.5% | 51,139 | $16.2M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Reduce -2.0% | 49,957 | $15.9M |
| Balentine LLC | 0.65% | Add +0.3% | 48,965 | $15.6M |
| Brown Advisory Inc. | 0.02% | Add +21.1% | 45,099 | $14.3M |
| KDK Private Wealth Management, LLC | 16.12% | Add +5.3% | 44,557 | $14.2M |
| United Capital Financial Advisors, LLC | 0.12% | Reduce -2.1% | 44,554 | $14.2M |
| First Horizon Advisors, Inc. | 0.39% | Reduce -25.1% | 43,773 | $13.9M |
| Crestwood Advisors Group, LLC | 0.26% | Add +0.1% | 43,401 | $13.8M |
| Hanover Advisors Inc. | 5.78% | Add +0.1% | 41,981 | $13.3M |
| AlTi Global, Inc. | 0.34% | Reduce -10.4% | 41,215 | $13.1M |
| Moss Adams Wealth Advisors LLC | 1.35% | Add +5.5% | 40,438 | $12.8M |
| First National Trust Co | 0.50% | Reduce -3.6% | 39,262 | $12.5M |
| UMB Bank, n.a. | 0.20% | Reduce -28.9% | 38,555 | $12.2M |
| Tanager Wealth Management LLP | 1.59% | Reduce -6.5% | 38,535 | $12.2M |
| Ipswich Investment Management Co., Inc. | 3.01% | Reduce -1.4% | 38,161 | $12.1M |
| Truist Financial Corp. | 0.02% | Reduce -2.8% | 37,685 | $12.0M |
| Fund Evaluation Group, LLC | 0.51% | Add +0.0% | 37,186 | $11.8M |
| Roble, Belko & Company, Inc | 1.88% | Reduce -0.3% | 37,111 | $11.8M |
| Conservest Capital Advisors, Inc. | 1.23% | Reduce -0.1% | 37,006 | $11.8M |
| Moneywise, Inc. | 6.20% | Add +3.4% | 36,892 | $11.7M |
| Citigroup Inc. | 0.01% | Add +5.4% | 36,708 | $11.7M |
| Creative Planning | 0.01% | Add +0.3% | 36,330 | $11.5M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Add +3.8% | 35,964 | $11.4M |
| Partners Capital Investment Group, LLP | 0.19% | Add +508.6% | 35,654 | $11.3M |
| Allen Investment Management, LLC | 0.13% | No change | 35,325 | $11.2M |
| BigSur Wealth Management LLC | 3.01% | No change | 35,000 | $11.1M |
| JFS Wealth Advisors, LLC | 0.74% | Reduce -0.7% | 34,633 | $11.0M |
| Cwm, LLC | 0.04% | Add +11.1% | 33,949 | $10.8M |
| jvl associates llc | 3.73% | No change | 29,127 | $9.3M |
| BNP Paribas Financial Markets | 0.01% | Reduce -92.8% | 28,472 | $9.0M |
| Forte Asset Management LLC | 4.55% | Add +7.3% | 28,411 | $9.0M |
| Aspiriant, LLC | 0.31% | Reduce -0.9% | 27,961 | $8.9M |
| Alliancebernstein L.P. | 0.00% | Add +8.7% | 27,805 | $8.8M |
| Stifel Financial Corp. | 0.01% | Reduce -0.4% | 26,821 | $8.5M |
| First Heartland Consultants, Inc. | 0.86% | Reduce -4.8% | 26,220 | $8.3M |
| CIBC Private Wealth Group LLC | 0.02% | Add +21.1% | 29,538 | $8.3M |
| Vanguard Group Inc. | 0.00% | Reduce -2.3% | 24,774 | $7.9M |
| Humankind Investments LLC | 2.03% | No change | 24,570 | $7.8M |
| Pathstone Holdings, LLC | 0.03% | Reduce -6.2% | 24,563 | $7.8M |
| One Day In July LLC | 0.77% | Add +6.1% | 24,233 | $7.7M |
| Post Resch Tallon Group Inc. | 7.72% | Add +4.1% | 23,754 | $7.5M |
| Fiduciary Trust Co | 0.10% | Add +0.8% | 23,429 | $7.4M |
| Wilmington Savings Fund Society, FSB | 0.14% | No change | 23,013 | $7.3M |
| Running Point Capital Advisors, LLC | 2.32% | No change | 23,003 | $7.3M |
| Norris Perne & French LLP | 0.55% | No change | 22,870 | $7.3M |
| Allspring Global Investments Holdings, LLC | 0.01% | Reduce -5.8% | 22,816 | $7.2M |
| Victory Capital Management Inc. | 0.01% | Add +28.3% | 22,811 | $7.2M |
| LCNB Corp. | 2.60% | Reduce -0.1% | 22,258 | $7.1M |
| Circle Wealth Management, LLC | 0.16% | No change | 22,119 | $7.0M |
| Rhumbline Advisers | 0.01% | Reduce -62.8% | 22,041 | $7.0M |
| St. Louis Trust Co | 1.01% | Reduce -2.7% | 21,946 | $7.0M |
| Advisory Services Network, LLC | 0.13% | Add +0.9% | 21,419 | $6.8M |
| Legacy Trust | 1.60% | Reduce -0.2% | 20,894 | $6.6M |
| Baird Financial Group, Inc. | 0.01% | Add +0.1% | 20,303 | $6.4M |
| DHK Financial Advisors, Inc. | 3.46% | Add +76.8% | 19,850 | $6.3M |
| Sheridan Capital Management, LLC | 4.58% | Reduce -0.8% | 19,789 | $6.3M |
| West Paces Advisors Inc. | 1.38% | No change | 19,021 | $6.0M |
| Whittier Trust Co. | 0.08% | No change | 18,971 | $6.0M |
| Jordan Park Group LLC | 0.44% | No change | 18,898 | $6.0M |
| Rebalance, LLC | 0.44% | Add +0.2% | 18,836 | $6.0M |
| Halbert Hargrove Global Advisors, LLC | 0.33% | Reduce -12.8% | 18,252 | $5.8M |
| Triune Financial Partners, LLC | 1.83% | Add +0.2% | 18,175 | $5.8M |
| BTC Capital Management, Inc. | 0.53% | Add +3.3% | 18,150 | $5.8M |
| Orion Porfolio Solutions, LLC | 0.06% | Add +0.6% | 18,121 | $5.8M |
| Orion Portfolio Solutions, LLC | 0.06% | Add +0.6% | 18,121 | $5.8M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Reduce -5.9% | 17,961 | $5.7M |
| Elyxium Wealth, LLC | 2.49% | No change | 17,730 | $5.6M |
| Ameritas Advisory Services, LLC | 0.23% | New | 17,687 | $5.6M |
| Chicago Partners Investment Group LLC | 0.18% | Add +2.3% | 17,032 | $5.4M |
| Quantinno Capital Management LP | 0.04% | Add +33.6% | 16,986 | $5.4M |
| Mission Wealth Management, LP | 0.13% | Add +0.1% | 16,868 | $5.4M |
| Glenmede Trust Co. NA | 0.03% | Reduce -11.0% | 16,773 | $5.3M |
| Maridea Wealth Management LLC | 1.73% | Reduce -4.3% | 16,656 | $5.3M |
| Gilbert & Cook, Inc. | 0.76% | No change | 16,575 | $5.3M |
| Private Advisor Group, LLC | 0.03% | Add +2.7% | 16,508 | $5.2M |
| Silvercrest Asset Management Group LLC | 0.04% | Reduce -38.7% | 16,330 | $5.2M |
| Ascent Wealth Partners, LLC | 0.67% | No change | 15,826 | $5.0M |
| Financial Council, LLC | 2.68% | Reduce -0.8% | 15,644 | $5.0M |
| Wbi Investments, LLC | 1.29% | Add +3.1% | 15,459 | $4.9M |
| Cedar Wealth Management, LLC | 1.74% | Add +2.8% | 15,434 | $4.9M |
| Aries Wealth Management | 1.32% | No change | 15,294 | $4.9M |
| William Howard & Co Financial Advisors Inc | 4.44% | Reduce -7.1% | 14,904 | $4.7M |
| Winthrop Advisory Group LLC | 0.57% | Reduce -23.3% | 14,887 | $4.7M |
| Cozad Asset Management Inc. | 0.46% | No change | 14,559 | $4.6M |
| Intelligence Driven Advisers, LLC | 0.88% | Reduce -3.4% | 14,390 | $4.6M |
| Valeo Financial Advisors, LLC | 0.13% | No change | 14,316 | $4.5M |
| EP Wealth Advisors, LLC | 0.04% | Reduce -6.1% | 14,128 | $4.5M |
| Nepc LLC | 0.12% | New | 14,117 | $4.5M |
| Cambridge Associates LLC /Ma/ | 0.13% | No change | 14,063 | $4.5M |
| MPS Loria Financial Planners, LLC | 1.32% | Reduce -12.8% | 14,004 | $4.4M |
| Sowell Financial Services LLC | 0.20% | Add +4.7% | 13,988 | $4.4M |
| Aquire Wealth Advisors, LLC | 1.36% | Add +0.1% | 13,890 | $4.4M |
| Simon Quick Advisors, LLC | 0.25% | Add +17.1% | 13,883 | $4.4M |
| NewEdge Advisors, LLC | 0.03% | Add +1.1% | 13,717 | $4.4M |
| MML Investors Services, LLC | 0.01% | Reduce -8.7% | 13,423 | $4.3M |
| Lindbrook Capital, LLC | 0.39% | Add +16.9% | 13,308 | $4.2M |
| Simmons Bank | 0.32% | Reduce -5.4% | 13,280 | $4.2M |
| Xponance LLC | 0.04% | Add +46.0% | 13,263 | $4.2M |
| Lutz Financial Services LLC | 0.34% | Reduce -6.4% | 13,245 | $4.2M |
| Greenline Partners, LLC | 0.61% | No change | 13,244 | $4.2M |
| Midwest Professional Planners, LTD. | 1.30% | Add +5.1% | 13,102 | $4.2M |
| Blue Fin Capital, Inc. | 0.80% | Reduce -2.8% | 12,942 | $4.1M |
| Focus Partners Advisor Solutions, LLC | 0.06% | Add +33.9% | 12,636 | $4.0M |
| Sequoia Financial Advisors, LLC | 0.03% | Add +357.2% | 12,591 | $4.0M |
| Sterling Capital Management LLC | 0.06% | Add +2.8% | 12,582 | $4.0M |
| O'shaughnessy Asset Management, LLC | 0.03% | Reduce -36.5% | 12,205 | $3.9M |
| Country Club Bank | 0.25% | Reduce -2.3% | 11,721 | $3.7M |
| Chesapeake Wealth Management | 1.32% | Reduce -3.5% | 11,648 | $3.7M |
| Prime Capital Investment Advisors, LLC | 0.04% | Reduce -0.2% | 11,553 | $3.7M |
| Twin Focus Capital Partners, LLC | 0.57% | Reduce -7.1% | 11,520 | $3.7M |
| Stratos Wealth Partners, LTD. | 0.05% | Reduce -2.4% | 11,211 | $3.6M |
| Castle Rock Wealth Management, LLC | 0.96% | Reduce -17.1% | 11,142 | $3.5M |
| Citadel Advisors | 0.00% | New | 11,127 | $3.5M |
| Atria Wealth Solutions, Inc. | 0.04% | Reduce -4.8% | 10,799 | $3.4M |
| Wealthcare Capital Management LLC | 0.34% | Add +6.3% | 10,624 | $3.4M |
| McClarren Financial Advisors, Inc. | 2.21% | New | 7,133 | $3.3M |
| Certuity, LLC | 0.35% | Add +0.2% | 10,375 | $3.3M |
| Beacon Pointe Advisors, LLC | 0.04% | Reduce -59.2% | 10,372 | $3.3M |
| Zhang Financial LLC | 0.17% | Reduce -4.7% | 10,353 | $3.3M |
| JMG Financial Group, Ltd. | 0.11% | No change | 10,285 | $3.3M |
| Single Point Partners, LLC | 0.76% | Add +0.1% | 10,164 | $3.2M |
| Sax Wealth Advisors, LLC | 0.23% | Add +4.8% | 10,011 | $3.2M |
| WASHINGTON TRUST Co | 0.12% | Add +0.0% | 9,996 | $3.2M |
| Sand Hill Global Advisors, LLC | 0.13% | Reduce -0.5% | 9,881 | $3.1M |
| Ironwood Investment Management LLC | 1.70% | Reduce -0.1% | 9,793 | $3.1M |
| Equitable Holdings, Inc. | 0.03% | Reduce -6.3% | 9,702 | $3.1M |
| Prudential Financial Inc. | 0.00% | Reduce -26.0% | 9,680 | $3.1M |
| Alesco Advisors, LLC, An ESL Co | 0.10% | Add +0.1% | 9,608 | $3.1M |
| Foundation Wealth Management, LLC\PA | 1.43% | No change | 9,444 | $3.0M |
| Fort Washington Investment Advisors Inc. | 0.02% | Reduce -0.3% | 9,390 | $3.0M |
| Fiducient Advisors LLC | 0.37% | Add +207.3% | 9,387 | $3.0M |
| Wealthedge Investment Advisors, LLC | 1.34% | Reduce -19.9% | 9,377 | $3.0M |
| Institute for Wealth Management, LLC. | 0.38% | No change | 9,363 | $3.0M |
| First Hawaiian Bank | 0.43% | Reduce -6.9% | 9,346 | $3.0M |
| Family Office Research LLC | 1.43% | Reduce -11.1% | 9,261 | $2.9M |
| U.S. Capital Wealth Advisors, LLC | 0.09% | Reduce -1.0% | 9,244 | $2.9M |
| Lakeshore Financial Planning, Inc. | 1.21% | Reduce -0.4% | 9,179 | $2.9M |
| Tolleson Wealth Management, Inc. | 0.56% | No change | 9,066 | $2.9M |
| Cahill Financial Advisors Inc. | 0.39% | Add +0.2% | 8,993 | $2.9M |
| Integrated Advisors Network LLC | 0.14% | Reduce -1.8% | 8,967 | $2.8M |
| M&T Bank Corp | 0.01% | Reduce -22.1% | 8,958 | $2.8M |
| Chokshi & Queen Wealth Advisors, Inc | 1.84% | Reduce -0.8% | 8,757 | $2.8M |
| BOK Financial Private Wealth, Inc. | 0.21% | No change | 8,754 | $2.8M |
| City Holding Co. | 0.39% | Reduce -0.3% | 8,736 | $2.8M |
| Matrix Private Capital Group LLC | 1.64% | No change | 8,657 | $2.7M |
| Wedmont Private Capital | 0.14% | Add +3.9% | 8,804 | $2.7M |
| AQR Capital Management | 0.00% | Add +15.5% | 8,152 | $2.6M |
| Zacks Investment Management | 0.02% | Reduce -77.3% | 8,090 | $2.6M |
| Evelyn Partners Asset Management Ltd | 0.71% | New | 8,071 | $2.6M |
| NewEdge Wealth, LLC | 0.05% | Reduce -0.3% | 7,911 | $2.5M |
| First National Bank of Omaha | 0.17% | No change | 7,902 | $2.5M |
| Planning Alternatives Ltd. | 0.37% | No change | 7,673 | $2.4M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Reduce -19.3% | 7,633 | $2.4M |
| Flputnam Investment Management Co. | 0.04% | Reduce -0.1% | 7,507 | $2.4M |
| Renasant Bank | 1.54% | No change | 7,326 | $2.3M |
| Fonville Wealth Management LLC | 0.68% | Reduce -2.9% | 7,381 | $2.3M |
| GTS Securities LLC | 0.10% | New | 7,075 | $2.2M |
| Synovus Financial Corp. | 0.03% | Add +2.9% | 6,951 | $2.2M |
| Berkshire Asset Management LLC | 0.10% | Add +4.6% | 6,816 | $2.2M |
| HRT Financial LP | 0.01% | Add +11.4% | 6,813 | $2.2M |
| Rialto Wealth Management, LLC | 0.68% | Reduce -2.0% | 6,787 | $2.2M |
| Dakota Wealth Management | 0.05% | No change | 6,732 | $2.1M |
| IMA Advisory Services, Inc. | 0.25% | No change | 6,690 | $2.1M |
| Dorsey & Whitney Trust CO LLC | 0.12% | Add +6.4% | 6,676 | $2.1M |
| SouthState Bank Corp | 0.10% | Add +283.5% | 6,585 | $2.1M |
| Pinnacle Financial Partners Inc | 0.04% | Add +5.9% | 6,328 | $2.1M |
| Meridian Financial Partners LLC | 1.05% | Add +0.4% | 6,525 | $2.1M |
| Lokken Investment Group LLC | 0.87% | Reduce -2.2% | 6,491 | $2.1M |
| GeoWealth Management, LLC | 0.08% | Add +3.0% | 6,392 | $2.0M |
| Brown Brothers Harriman & Co. | 0.01% | Add +27.2% | 6,306 | $2.0M |
| Apella Capital, LLC | 0.07% | Add +0.1% | 6,432 | $2.0M |
| OneAscent Financial Services LLC | 0.13% | No change | 6,192 | $2.0M |
| Modera Wealth Management, LLC | 0.03% | Reduce -2.5% | 6,158 | $2.0M |
| XY Planning Network, Inc. | 1.30% | Reduce -4.2% | 6,135 | $1.9M |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | Add +5.5% | 6,122 | $1.9M |
| Badgley Phelps Wealth Managers, LLC | 0.05% | Add +9.9% | 6,104 | $1.9M |
| Stratos Wealth Advisors, LLC | 0.11% | Reduce -5.1% | 6,090 | $1.9M |
| Oxford Financial Group, LTD. LLC | 0.14% | Reduce -0.7% | 6,080 | $1.9M |
| Cohen Capital Management, Inc. | 0.32% | No change | 5,887 | $1.9M |
| Yardley Wealth Management LLC | 1.09% | Reduce -2.4% | 5,833 | $1.9M |
| MAI Capital Management | 0.01% | Add +0.1% | 5,805 | $1.8M |
| Vertex Planning Partners, LLC | 0.40% | Reduce -1.2% | 5,790 | $1.8M |
| Heritage Financial Services, LLC | 0.18% | Reduce -6.4% | 5,763 | $1.8M |
| Nvest Financial, LLC | 0.96% | Add +0.3% | 5,661 | $1.8M |
| Dunhill Financial, LLC | 0.82% | Reduce -16.8% | 5,661 | $1.8M |
| Aptus Capital Advisors, LLC | 0.02% | Reduce -0.0% | 5,658 | $1.8M |
| Independence Bank of Kentucky | 0.28% | Reduce -3.3% | 5,638 | $1.8M |
| Silvia McColl Wealth Management, LLC | 1.34% | Reduce -0.5% | 5,557 | $1.8M |
| Rossmore Private Capital | 0.22% | Add +1.6% | 5,557 | $1.8M |
| Moisand Fitzgerald Tamayo, LLC | 0.24% | No change | 5,548 | $1.8M |
| Verum Partners LLC | 0.47% | No change | 5,539 | $1.8M |
| Independent Financial Group, LLC | 0.06% | Add +20.9% | 5,531 | $1.8M |
| Wealth Architects, LLC | 0.19% | No change | 5,503 | $1.7M |
| CENTRAL TRUST Co | 0.04% | Reduce -0.6% | 5,484 | $1.7M |
| Fiduciary Wealth Partners, LLC | 1.50% | — | 5,460 | $1.7M |
| Strategic Blueprint, LLC | 0.09% | Add +0.6% | 5,341 | $1.7M |
| Almanack Investment Partners, LLC. | 0.33% | New | 5,315 | $1.7M |
| Beacon Financial Group | 0.18% | Reduce -2.8% | 5,313 | $1.7M |
| Ledyard National Bank | 0.17% | Reduce -1.7% | 5,302 | $1.7M |
| Portland Global Advisors LLC | 0.21% | No change | 5,275 | $1.7M |
| KilterHowling LLC | 1.08% | Add +0.3% | 5,203 | $1.7M |
| High Probability Advisors, LLC | 0.27% | No change | 5,180 | $1.6M |
| Avant Financial Advisors LLC | 1.48% | Add +3.4% | 5,127 | $1.6M |
| Harvest Investment Services, LLC | 0.45% | New | 5,066 | $1.6M |
| Manchester Financial Inc. | 0.36% | No change | 5,051 | $1.6M |
| Jaffetilchin Investment Partners, LLC | 0.12% | Add +0.1% | 5,005 | $1.6M |
| Federated Hermes, Inc. | 0.00% | Reduce -71.4% | 4,842 | $1.5M |
| Moneta Group Investment Advisors LLC | 0.02% | Add +1.3% | 4,813 | $1.5M |
| Guardian Wealth Advisors, LLC / NC | 0.12% | Add +0.2% | 4,786 | $1.5M |
| New England Private Wealth Advisors LLC | 0.23% | Add +0.3% | 4,675 | $1.5M |
| Sterling Financial Group, Inc. | 0.53% | No change | 4,670 | $1.5M |
| GC Wealth Management RIA, LLC | 0.27% | Reduce -0.4% | 4,655 | $1.5M |
| Punch & Associates Investment Management, Inc. | 0.10% | Reduce -2.3% | 4,614 | $1.5M |
| Integrated Wealth Concepts LLC | 0.02% | Reduce -16.8% | 4,559 | $1.4M |
| waypoint wealth counsel | 0.90% | Add +0.2% | 4,525 | $1.4M |
| Motive Wealth Advisors | 0.77% | No change | 4,508 | $1.4M |
| Fsa Wealth Partners, Inc. | 0.53% | Reduce -64.2% | 4,432 | $1.4M |
| Frank, Rimerman Advisors LLC | 0.11% | Add +202.7% | 4,428 | $1.4M |
| BIP Wealth, LLC | 0.09% | Reduce -0.4% | 4,418 | $1.4M |
| Chesley Taft & Associates LLC | 0.07% | Reduce -3.0% | 4,388 | $1.4M |
| Townsquare Capital LLC | 0.01% | Reduce -9.2% | 4,329 | $1.4M |
| Clark Capital Management Group, Inc. | 0.01% | Reduce -89.3% | 4,311 | $1.4M |
| Evercore Wealth Management, LLC | 0.02% | Add +1.4% | 4,252 | $1.4M |
| Tennessee Valley Asset Management Partners | 0.22% | No change | 4,249 | $1.3M |
| Sanctuary Advisors, LLC | 0.01% | Add +0.0% | 4,236 | $1.3M |
| World Investment Advisors | 0.03% | Reduce -6.2% | 4,221 | $1.3M |
| Allen Mooney & Barnes Investment Advisors LLC | 0.22% | No change | 4,203 | $1.3M |
| Sigma Planning Corp | 0.04% | Add +1.2% | 4,190 | $1.3M |
| D.A. Davidson & Co. | 0.01% | Reduce -0.7% | 4,178 | $1.3M |
| Peapack Gladstone Financial Corp. | 0.02% | Reduce -0.7% | 4,147 | $1.3M |
| CW Advisors, LLC | 0.02% | Add +0.1% | 4,085 | $1.3M |
| Crescent Grove Advisors, LLC | 0.13% | Reduce -15.3% | 4,023 | $1.3M |
| CVA Family Office, LLC | 0.19% | Reduce -9.1% | 4,000 | $1.3M |
| Graves Light Lenhart Wealth, Inc. | 0.16% | No change | 4,000 | $1.3M |
| Stonegate Investment Group, LLC | 0.03% | Add +0.3% | 3,912 | $1.2M |
| SilverOak Wealth Management LLC | 0.27% | No change | 3,910 | $1.2M |
| Lowe Brockenbrough & Co. Inc. | 0.08% | No change | 3,899 | $1.2M |
| Financial Counselors Inc. | 0.02% | Reduce -0.8% | 3,893 | $1.2M |
| Abacus Planning Group, Inc. | 0.22% | No change | 3,882 | $1.2M |
| Capital Analysts, LLC | 0.05% | Add +13.0% | 3,872 | $1.2M |
| MIdWestOne Financial Group, Inc. | 0.17% | No change | 3,856 | $1.2M |
| Canandaigua National Bank & Trust Co. | 0.12% | No change | 3,846 | $1.2M |
| Asset Dedication, LLC | 0.10% | No change | 3,838 | $1.2M |
| Vista Capital Partners, Inc. | 0.15% | No change | 3,822 | $1.2M |
| Lowe Wealth Advisors, LLC | 0.51% | Add +0.8% | 3,810 | $1.2M |
| Renaissance Technologies | 0.00% | Reduce -66.4% | 3,800 | $1.2M |
| Augustine Asset Management Inc. | 0.35% | Reduce -3.4% | 3,764 | $1.2M |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -7.4% | 3,732 | $1.2M |
| Sensible Money, LLC | 0.51% | No change | 3,729 | $1.2M |
| Schechter Investment Advisors, LLC | 0.10% | New | 3,716 | $1.2M |
| ETF Portfolio Partners, Inc. | 0.35% | Reduce -0.2% | 3,671 | $1.2M |
| RFG - Bristol Wealth Advisors, LLC | 0.39% | Add +37.0% | 3,641 | $1.2M |
| Pure Financial Advisors, LLC | 0.02% | Reduce -0.7% | 3,639 | $1.2M |
| Evoke Wealth, LLC | 0.03% | No change | 3,587 | $1.1M |
| Retirement Planning Group, LLC | 0.05% | No change | 3,577 | $1.1M |
| Firestone Capital Management | 0.30% | Add +0.1% | 3,574 | $1.1M |
| Indiana Trust & Investment Management Co | 0.41% | No change | 3,547 | $1.1M |
| Neuberger Berman Group LLC | 0.00% | Reduce -14.3% | 3,524 | $1.1M |
| Stokes Family Office, LLC | 0.13% | No change | 3,500 | $1.1M |
| Wealthcare Advisory Partners LLC | 0.03% | No change | 3,467 | $1.1M |
| Stonebrook Private Inc. | 0.29% | Add +270.1% | 3,460 | $1.1M |
| Bernardo Wealth Planning LLC | 0.26% | No change | 3,411 | $1.1M |
| Avidian Wealth Enterprises, LLC | 0.05% | Add +30.6% | 3,365 | $1.1M |
| Fort Sheridan Advisors LLC | 0.16% | No change | 3,363 | $1.1M |
| Bartlett & Co. Wealth Management LLC | 0.02% | Add +152.4% | 3,345 | $1.1M |
| Atala Financial Inc | 0.77% | Reduce -4.3% | 3,319 | $1.1M |
| Cahaba Wealth Management, Inc. | 0.09% | Reduce -1.3% | 3,305 | $1.0M |
| Sonata Capital Group Inc. | 0.45% | No change | 3,280 | $1.0M |
| Zions Bancorporation, National Association | 0.07% | — | 3,270 | $1.0M |
| XML Financial, LLC | 0.10% | No change | 3,245 | $1.0M |
| Well Done, LLC | 0.19% | Reduce -3.3% | 3,082 | $1.0M |
| IHT Wealth Management, LLC | 0.03% | Reduce -30.9% | 3,238 | $1.0M |
| Smith Salley Wealth Management | 0.07% | Add +1.4% | 3,230 | $1.0M |
| Keb Asset Management, LLC | 0.29% | No change | 3,189 | $1.0M |
| Graypoint LLC | 0.06% | No change | 3,188 | $1.0M |
| Visionary Wealth Advisors | 0.06% | Add +0.3% | 3,180 | $1.0M |
| Qube Research & Technologies Ltd | 0.00% | Add +251.1% | 3,167 | $1.0M |
| GHP Investment Advisors, Inc. | 0.05% | Add +0.0% | 3,167 | $1.0M |
| Optivise Advisory Services LLC | 0.56% | No change | 3,138 | $997K |
| Parcion Private Wealth LLC | 0.08% | No change | 3,110 | $988K |
| Wedbush Securities Inc. | 0.04% | Add +0.2% | 3,098 | $984K |
| Gallagher Fiduciary Advisors, LLC | 0.03% | New | 3,097 | $984K |
| Sage Mountain Advisors LLC | 0.07% | No change | 3,053 | $970K |
| Ironwood Wealth Management, LLC. | 0.30% | No change | 3,045 | $967K |
| Hunter Associates Investment Management LLC | 0.15% | New | 3,040 | $966K |
| LWM Advisory Services, LLC | 0.67% | No change | 3,040 | $966K |
| Balyasny Asset Management L.P. | 0.00% | New | 3,018 | $959K |
| E&G Advisors, LLC | 0.27% | No change | 3,002 | $954K |
| Rwa Wealth Partners, LLC | 0.01% | No change | 2,975 | $945K |
| Beaumont Asset Management, L.L.C. | 0.56% | Reduce -0.8% | 2,945 | $935K |
| Condor Capital Management | 0.09% | No change | 2,936 | $933K |
| First National Corp. /Ma/ | 0.20% | No change | 2,902 | $922K |
| Greenwood Capital Associates LLC | 0.12% | Reduce -1.6% | 2,902 | $922K |
| Red Spruce Capital, LLC | 0.43% | Reduce -6.3% | 2,878 | $914K |
| CM Wealth Advisors LLC | 0.29% | No change | 2,869 | $911K |
| Dynamic Advisor Solutions LLC | 0.03% | Add +0.1% | 2,814 | $894K |
| SkyOak Wealth, LLC | 0.20% | Reduce -1.6% | 2,813 | $894K |
| Ascent Group, LLC | 0.04% | New | 2,808 | $892K |
| Jackson Wealth Management, LLC | 0.11% | No change | 2,801 | $890K |
| Old Mission Investment Co LLC | 0.27% | No change | 2,800 | $889K |
| J.W. Cole Advisors, Inc. | 0.03% | Reduce -35.0% | 2,794 | $887K |
| Glenview Trust Co | 0.02% | No change | 2,787 | $885K |
| Camden National Bank | 0.13% | No change | 2,765 | $878K |
| Sargent Investment Group, LLC | 0.14% | Add +257.6% | 2,764 | $878K |
| Aegis Wealth Management LLC | 0.51% | New | 2,750 | $874K |
| HSBC Holdings PLC | 0.00% | Reduce -7.6% | 2,730 | $867K |
| Aprio Wealth Management, LLC | 0.11% | No change | 2,729 | $867K |
| IFG Advisory, LLC | 0.05% | Reduce -1.0% | 2,690 | $854K |
| Strategic Family Wealth Counselors, L.L.C. | 0.28% | No change | 2,674 | $849K |
| USA Financial Formulas | 0.14% | Reduce -8.2% | 2,668 | $847K |
| Baring Financial LLC | 0.71% | Reduce -25.5% | 2,665 | $847K |
| International Assets Investment Management, LLC | 0.07% | Add +3.0% | 2,664 | $846K |
| Wealth Management Partners, LLC | 0.39% | Reduce -0.3% | 2,655 | $843K |
| Empower Advisory Group, LLC | 0.00% | No change | 2,645 | $840K |
| Soltis Investment Advisors LLC | 0.07% | No change | 2,643 | $840K |
| Asset Allocation & Management Company, LLC | 0.42% | No change | 2,641 | $839K |
| Nestegg Advisors, Inc. | 0.89% | No change | 2,634 | $837K |
| Journey Strategic Wealth LLC | 0.03% | Reduce -70.4% | 2,631 | $836K |
| Kovack Advisors, Inc. | 0.09% | Reduce -18.2% | 2,624 | $833K |
| Northeast Planning Associates, Inc. / NH / | 0.69% | Reduce -27.5% | 2,600 | $826K |
| First Interstate Bank | 0.05% | Reduce -25.8% | 2,560 | $813K |
| Mason & Associates Inc | 0.20% | Reduce -2.7% | 2,548 | $809K |
| W Advisors, LLC | 0.50% | Add +0.2% | 2,523 | $801K |
| AGH Wealth Advisors, LLC | 0.76% | No change | 2,494 | $792K |
| Prosperity Planning, Inc. | 0.36% | Reduce -12.0% | 2,485 | $789K |
| Affinity Capital Advisors, LLC | 0.16% | Reduce -1.0% | 2,591 | $784K |
| Coyle Financial Counsel LLC | 0.24% | Reduce -0.0% | 2,467 | $784K |
| Valmark Advisers, Inc. | 0.01% | Reduce -0.4% | 2,442 | $776K |
| Stock Yards Bank & Trust Co. | 0.03% | No change | 2,432 | $773K |
| Coldstream Capital Management Inc. | 0.02% | Add +21.0% | 2,361 | $750K |
| Great Valley Advisor Group, Inc. | 0.02% | Add +195.9% | 2,358 | $749K |
| Blue Edge Capital, LLC | 0.12% | Reduce -11.8% | 2,344 | $745K |
| SlateStone Wealth, LLC | 0.07% | Add +0.0% | 2,344 | $744K |
| Capstone Financial Advisors, Inc. | 0.05% | Add +0.3% | 2,335 | $742K |
| Modern Wealth Management, LLC | 0.02% | New | 2,330 | $740K |
| Wade Financial Advisory, Inc | 0.25% | No change | 2,330 | $740K |
| Houlihan Financial Resource Group, Ltd. | 0.33% | No change | 2,324 | $738K |
| RPS Advisory Solutions LLC | 0.52% | New | 2,318 | $737K |
| Cobblestone Capital Advisors LLC | 0.04% | Reduce -0.5% | 2,310 | $734K |
| Cyndeo Wealth Partners, LLC | 0.05% | No change | 2,305 | $732K |
| Private Trust Co. NA | 0.07% | No change | 2,280 | $724K |
| B. Riley Wealth Advisors, Inc. | 0.02% | Add +3.6% | 2,269 | $721K |
| Martin Capital Advisors, LLP | 0.51% | No change | 2,260 | $718K |
| Procyon Advisors, LLC | 0.04% | Reduce -10.0% | 2,254 | $716K |
| Norden Group LLC | 0.08% | Reduce -16.7% | 2,194 | $697K |
| Allworth Financial LP | 0.00% | Add +8.3% | 2,225 | $692K |
| Smartleaf Asset Management LLC | 0.07% | Reduce -2.2% | 2,145 | $678K |
| FWG Holdings, LLC | 0.33% | Reduce -1.2% | 2,135 | $673K |
| Hollencrest Capital Management | 0.03% | Reduce -41.2% | 2,116 | $672K |
| Burns J W & Co. Inc. | 0.09% | Add +1.1% | 2,109 | $670K |
| Oxbow Advisors, LLC | 0.07% | No change | 2,105 | $669K |
| Dempze Nancy E | 0.40% | No change | 2,102 | $668K |
| Evergreen Capital Management LLC | 0.02% | No change | 2,097 | $666K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.05% | Reduce -46.7% | 2,087 | $666K |
| Dana Investment Advisors, Inc. | 0.02% | Reduce -4.0% | 2,089 | $664K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +26.1% | 2,089 | $664K |
| Mason & Associates, LLC | 0.19% | No change | 2,066 | $656K |
| Choreo, LLC | 0.01% | Reduce -25.0% | 2,066 | $656K |
| Brown Wealth Management, LLC | 0.23% | No change | 2,064 | $656K |
| Susquehanna International Group, LLP | 0.00% | Reduce -49.4% | 2,059 | $654K |
| Sightline Wealth Advisors, LLC | 0.34% | Add +0.2% | 2,047 | $650K |
| Scotia Capital Inc. | 0.00% | No change | 2,019 | $641K |
| MSH Capital Advisors LLC | 0.20% | Add +6.1% | 2,018 | $641K |
| LGT Financial Advisors LLC | 1.95% | Reduce -11.3% | 2,008 | $638K |
| Harbor Advisors LLC | 0.11% | No change | 2,000 | $635K |
| Bokf, NA | 0.01% | Add +17.6% | 2,000 | $635K |
| Collaborative Wealth Managment Inc. | 0.30% | Reduce -10.8% | 1,999 | $635K |
| Harbor Investment Advisory, LLC | 0.06% | Add +0.1% | 1,971 | $626K |
| Facet Wealth, Inc. | 0.02% | No change | 1,940 | $621K |
| Curi Capital, LLC | 0.02% | Reduce -75.6% | 1,953 | $620K |
| Avantax Planning Partners, Inc. | 0.02% | Add +0.1% | 1,952 | $620K |
| Topsail Wealth Management, LLC | 0.12% | New | 1,931 | $613K |
| Waypoint Wealth Partners Inc. | 0.17% | No change | 1,895 | $602K |
| Joel Isaacson & Co., LLC | 0.03% | Add +0.1% | 1,891 | $601K |
| Perigon Wealth Management, LLC | 0.02% | Add +0.1% | 1,890 | $600K |
| BostonPremier Wealth LLC | 0.37% | Add +0.3% | 1,877 | $596K |
| Fulton Breakefield Broenniman LLC | 0.04% | No change | 1,857 | $590K |
| Ashford Advisors, LLC | 0.15% | No change | 1,848 | $587K |
| William Mack & Associates, Inc. | 0.50% | Add +3.1% | 1,834 | $582K |
| RKL Wealth Management LLC | 0.05% | Add +0.3% | 1,801 | $572K |
| New Republic Capital, LLC | 0.25% | No change | 1,797 | $571K |
| Ellis Investment Partners, LLC | 0.12% | Reduce -37.2% | 1,781 | $566K |
| CWA Asset Management Group, LLC | 0.03% | Add +47.0% | 1,779 | $565K |
| MTM Investment Management, LLC | 0.22% | Add +4.5% | 1,760 | $561K |
| Naples Global Advisors, LLC | 0.05% | New | 1,760 | $559K |
| Ashton Thomas Private Wealth, LLC | 0.02% | Reduce -6.4% | 1,731 | $550K |
| Foster Group, Inc. | 0.02% | Reduce -5.5% | 1,712 | $544K |
| 1900 Wealth Management LLC | 0.04% | Add +0.2% | 1,688 | $536K |
| HM Payson & Co. | 0.01% | No change | 1,683 | $535K |
| Burke & Herbert Bank & Trust Co. | 0.13% | New | 1,668 | $530K |
| Catalyst Financial Partners LLC | 0.10% | Reduce -58.1% | 1,668 | $530K |
| Armbruster Capital Management, Inc. | 0.11% | Reduce -39.0% | 1,665 | $529K |
| VERITY Wealth Advisors | 0.39% | No change | 1,651 | $524K |
| Quadrant Private Wealth Management, LLC | 0.13% | Add +0.2% | 1,637 | $520K |
| Forum Financial Management, LP | 0.01% | Reduce -0.2% | 1,634 | $519K |
| Chilton Capital Management LLC | 0.02% | Reduce -28.1% | 1,610 | $511K |
| Poinciana Advisors Group, LLC | 0.53% | No change | 1,601 | $509K |
| Pathway Financial Advisors LLC | 0.09% | No change | 1,600 | $508K |
| Boston Trust Walden Corp | 0.00% | New | 1,590 | $505K |
| Kingsview Wealth Management, LLC | 0.01% | Add +0.1% | 1,575 | $500K |
| Rehmann Capital Advisory Group | 0.03% | Reduce -4.7% | 1,573 | $500K |
| Wealth Effects LLC | 0.21% | No change | 1,569 | $498K |
| 12th Street Asset Management Company, LLC | 0.08% | Reduce -77.1% | 1,564 | $497K |
| Ferguson Wellman Capital Management, Inc. | 0.01% | No change | 1,560 | $496K |
| QRG Capital Management, Inc. | 0.01% | Reduce -60.2% | 1,559 | $495K |
| Bradley & Co. Private Wealth Management, LLC | 0.34% | No change | 1,557 | $495K |
| Climber Capital SA | 0.39% | Reduce -8.9% | 1,835 | $493K |
| Moloney Securities Asset Management, LLC | 0.07% | Reduce -2.0% | 1,532 | $487K |
| Mayflower Financial Advisors, LLC | 0.07% | Reduce -0.9% | 1,521 | $483K |
| Mullaney, Keating & Wright, Inc. | 0.32% | Add +0.1% | 1,516 | $481K |
| Vawter Financial, Ltd. | 0.27% | No change | 1,515 | $481K |
| Mitchell Sinkler & Starr | 0.13% | No change | 1,500 | $476K |
| Midland Wealth Advisors, LLC | 0.03% | Reduce -5.0% | 1,487 | $472K |
| RVW Wealth, LLC | 0.04% | No change | 1,464 | $465K |
| Cim Investment Management Inc. | 0.11% | Add +88.5% | 1,423 | $465K |
| GLOBALT Investments LLC / GA | 0.02% | Reduce -9.9% | 1,450 | $461K |
| Prospera Financial Services Inc | 0.01% | Add +1.4% | 1,439 | $460K |
| PrairieView Partners, LLC | 0.05% | Reduce -14.6% | 1,446 | $459K |
| CoreCap Advisors, LLC | 0.02% | Reduce -12.2% | 1,442 | $458K |
| May Hill Capital, LLC | 0.17% | Add +0.1% | 1,430 | $454K |
| Mesirow Financial Investment Management, Inc. | 0.01% | Add +14.6% | 1,415 | $449K |
| Evanson Asset Management, LLC | 0.03% | No change | 1,406 | $447K |
| Haverford Trust Co | 0.00% | No change | 1,400 | $445K |
| Spire Wealth Management | 0.01% | Add +9.5% | 1,385 | $440K |
| Core Wealth Management, Inc. | 0.17% | Reduce -2.1% | 1,377 | $437K |
| &partners | 0.00% | Reduce -55.3% | 1,381 | $436K |
| Blue Chip Partners, LLC | 0.04% | New | 1,374 | $436K |
| Veracity Capital LLC | 0.17% | Add +41.4% | 1,367 | $434K |
| Linscomb Wealth, Inc. | 0.02% | Reduce -0.7% | 1,366 | $434K |
| Burt Wealth Advisors | 0.11% | No change | 1,364 | $433K |
| Financial Advocates Investment Management | 0.03% | No change | 1,356 | $431K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | Reduce -3.3% | 1,352 | $429K |
| Diversified Trust Co. | 0.01% | Reduce -0.4% | 1,351 | $429K |
| Ackerman Asset Management, LLC | 0.39% | — | 1,350 | $429K |
| Quadrant Capital Group LLC | 0.02% | Reduce -6.8% | 1,346 | $428K |
| NorthCoast Asset Management LLC | 0.00% | Add +4.2% | 1,343 | $427K |
| 17 Capital Partners, LLC | 0.27% | Add +4.9% | 1,337 | $425K |
| Global View Capital Management LLC | 0.15% | Reduce -3.9% | 1,334 | $424K |
| Meridian Wealth Management, LLC | 0.02% | No change | 1,322 | $420K |
| Grey Fox Wealth Advisors, LLC | 0.11% | Add +57.3% | 1,318 | $419K |
| Detalus Advisors, LLC | 0.13% | New | 1,314 | $417K |
| Fifth Third Wealth Advisors LLC | 0.02% | Reduce -53.0% | 1,298 | $412K |
| Noesis Capital Mangement Corp. | 0.08% | New | 1,286 | $409K |
| Shakespeare Wealth Management, LLC | 0.11% | No change | 1,262 | $401K |
| Farther Finance Advisors, LLC | 0.01% | Reduce -75.2% | 1,237 | $394K |
| First American Trust, FSB | 0.04% | No change | 1,238 | $393K |
| Crewe Advisors LLC | 0.06% | No change | 1,232 | $391K |
| Summit Financial Strategies, Inc. | 0.04% | No change | 1,232 | $391K |
| Lion Street Advisors, LLC | 0.12% | No change | 1,225 | $389K |
| Apexium Financial, LP | 0.02% | No change | 1,213 | $385K |
| SOL Capital Management CO | 0.04% | No change | 1,210 | $384K |
| Auour Investments LLC | 0.14% | No change | 1,208 | $380K |
| Cornerstone Capital, Inc. | 0.04% | Reduce -17.8% | 1,194 | $379K |
| Daymark Wealth Partners, LLC | 0.02% | No change | 1,188 | $377K |
| Robertson Stephens Wealth Management, LLC | 0.01% | No change | 1,167 | $371K |
| Betterment LLC | 0.00% | Reduce -59.5% | 1,161 | $369K |
| Grant/GrossMendelsohn, LLC | 0.20% | Add +3.5% | 1,175 | $368K |
| Willow Creek Wealth Management Inc. | 0.04% | Add +4.1% | 1,154 | $367K |
| Schmidt P J Investment Management Inc. | 0.07% | No change | 1,150 | $365K |
| Lyell Wealth Management, LP | 0.03% | No change | 1,150 | $365K |
| Heck Capital Advisors, LLC | 0.04% | Add +14.7% | 1,147 | $364K |
| Johnson Financial Group, Inc. | 0.02% | No change | 1,141 | $362K |
| Verus Capital Partners, LLC | 0.04% | Reduce -2.6% | 1,139 | $362K |
| Csenge Advisory Group | 0.02% | New | 1,209 | $361K |
| HBK Sorce Advisory LLC | 0.01% | Reduce -9.5% | 1,136 | $361K |
| Fluent Financial, LLC | 0.16% | Add +2.1% | 1,121 | $356K |
| Revolve Wealth Partners, LLC | 0.05% | No change | 1,106 | $351K |
| Mather Group, Llc. | 0.00% | No change | 1,103 | $350K |
| Reynders McVeigh Capital Management, LLC | 0.02% | No change | 1,101 | $350K |
| James J. Burns & Company, LLC | 0.06% | No change | 1,100 | $349K |
| Magnolia Private Wealth, LLC | 0.29% | No change | 1,096 | $348K |
| Lauterbach Financial Advisors, LLC | 0.22% | No change | 1,095 | $348K |
| Pine Ridge Advisers LLC | 0.03% | No change | 1,083 | $344K |
| Outlook Wealth Advisors, LLC | 0.09% | No change | 1,068 | $339K |
| Alternative Investment Advisors, LLC. | 0.18% | Add +0.3% | 1,066 | $339K |
| Tepp RIA, LLC | 0.46% | Reduce -38.0% | 1,063 | $338K |
| IFP Advisors, Inc | 0.01% | Add +2.8% | 1,057 | $336K |
| Moneco Advisors, LLC | 0.03% | Reduce -2.2% | 1,056 | $335K |
| Accurate Wealth Management, LLC | 0.06% | Reduce -8.1% | 1,108 | $335K |
| Perennial Investment Advisors, LLC | 0.04% | Add +0.1% | 1,052 | $334K |
| Sheets Smith Investment Management | 0.33% | Reduce -93.8% | 1,044 | $332K |
| Plancorp, LLC | 0.01% | No change | 1,042 | $331K |
| Rockwood Wealth Management, LLC | 0.03% | No change | 1,037 | $329K |
| Walled Lake Planning & Wealth Management, LLC | 0.12% | Add +0.3% | 1,031 | $327K |
| Gould Capital, LLC | 0.23% | Reduce -20.4% | 1,026 | $326K |
| Concurrent Investment Advisors, LLC | 0.01% | Reduce -69.1% | 1,019 | $324K |
| ARS Wealth Advisors Group, LLC | 0.05% | No change | 1,015 | $322K |
| Rappaport Reiches Capital Management, LLC | 0.08% | No change | 1,010 | $321K |
| Eldridge Investment Advisors, Inc. | 0.07% | No change | 1,009 | $321K |
| Biltmore Family Office, LLC | 0.05% | No change | 1,005 | $319K |
| LM Advisors LLC | 0.06% | No change | 1,000 | $318K |
| Wealth Management Associates, Inc. | 0.14% | No change | 1,000 | $318K |
| Capital Advisors Wealth Management, LLC | 0.06% | No change | 1,000 | $318K |
| Manchester Capital Management LLC | 0.04% | Reduce -83.0% | 1,000 | $318K |
| Patten Group, Inc. | 0.07% | No change | 997 | $317K |
| Legacy Capital Group California, Inc. | 0.11% | No change | 987 | $314K |
| Versant Capital Management, Inc | 0.05% | Add +19.6% | 983 | $312K |
| N.E.W. Advisory Services LLC | 0.02% | Reduce -1.1% | 982 | $312K |
| Jacobs & Co. | 0.03% | No change | 982 | $311K |
| DT Investment Partners, LLC | 0.03% | No change | 975 | $310K |
| Members Trust Co | 0.01% | No change | 975 | $310K |
| Altiora Financial Group, LLC | 0.07% | Add +0.2% | 967 | $307K |
| Eclectic Associates Inc. | 0.08% | Reduce -60.2% | 965 | $307K |
| Regions Financial Corp. | 0.00% | Reduce -2.5% | 957 | $304K |
| Harbour Investments, Inc. | 0.01% | Reduce -9.7% | 951 | $302K |
| K.J. Harrison & Partners Inc | 0.06% | Reduce -5.3% | 937 | $298K |
| Salomon & Ludwin, LLC | 0.03% | Add +1.0% | 931 | $296K |
| Thomasville National Bank | 0.02% | No change | 919 | $292K |
| Promus Capital, LLC | 0.22% | No change | 918 | $292K |
| Nwam LLC | 0.02% | No change | 908 | $288K |
| Howe & Rusling Inc. | 0.02% | Add +285.5% | 906 | $288K |
| Davidson Investment Advisors | 0.01% | Reduce -26.1% | 900 | $286K |
| AdvisorNet Financial, Inc | 0.02% | Add +24.2% | 889 | $282K |
| AE Wealth Management LLC | 0.00% | Add +8.7% | 883 | $280K |
| Schorn Wealth LLC | 0.09% | Add +0.2% | 876 | $278K |
| GPS Wealth Strategies Group, LLC | 0.04% | Add +10.2% | 875 | $278K |
| Schnieders Capital Management LLC | 0.06% | No change | 864 | $274K |
| Legacy Financial Advisors, Inc. | 0.05% | Reduce -2.6% | 849 | $270K |
| Estate Counselors, LLC | 0.03% | Reduce -86.3% | 835 | $265K |
| Tritonpoint Wealth, LLC | 0.03% | Reduce -19.1% | 826 | $262K |
| CFO4Life Group, LLC | 0.04% | No change | 824 | $262K |
| Bingham Private Wealth, LLC | 0.27% | No change | 819 | $260K |
| Fermata Advisors, LLC | 0.05% | Add +0.3% | 812 | $258K |
| Francis Financial, Inc. | 0.06% | Reduce -60.5% | 803 | $255K |
| Sebold Capital Management, Inc. | 0.17% | No change | 802 | $255K |
| Alpine Bank Wealth Management | 0.04% | — | 800 | $254K |
| StoneX Group Inc. | 0.01% | Reduce -17.8% | 793 | $252K |
| Van Hulzen Asset Management, LLC | 0.02% | No change | 792 | $252K |
| First Citizens Bank & Trust Co. | 0.01% | Reduce -32.4% | 787 | $250K |
| Signal Advisors Wealth, LLC | 0.02% | Reduce -23.3% | 785 | $249K |
| Frisch Financial Group, Inc. | 0.07% | No change | 783 | $249K |
| Silverlake Wealth Management LLC | 0.10% | No change | 783 | $249K |
| Prosperity Financial Group, Inc. | 0.12% | No change | 783 | $249K |
| Beacon Investment Advisory Services, Inc. | 0.01% | Add +14.8% | 777 | $247K |
| Benjamin Edwards Inc. | 0.00% | Reduce -77.3% | 776 | $246K |
| Summit Place Financial Advisors, LLC | 0.14% | No change | 775 | $246K |
| Thrivent Financial for Lutherans | 0.00% | No change | 774 | $246K |
| Ahl Investment Management, Inc. | 0.17% | No change | 768 | $244K |
| Sabal Trust CO | 0.01% | No change | 768 | $244K |
| T. Rowe Price Associates Inc. | 0.00% | No change | 764 | $243K |
| Anchor Investment Management, LLC | 0.02% | Add +0.1% | 764 | $243K |
| RIA Advisory Group LLC | 0.08% | Add +1.1% | 758 | $241K |
| Cape Ann Savings Bank | 0.15% | No change | 755 | $240K |
| RMR Wealth Builders | 0.03% | No change | 753 | $239K |
| Financial Engines Advisors L.L.C. | 0.00% | No change | 751 | $239K |
| Burling Wealth Partners, LLC | 0.05% | No change | 750 | $238K |
| Strategic Financial Concepts, LLC | 0.04% | No change | 736 | $234K |
| Investmark Advisory Group LLC | 0.12% | No change | 735 | $233K |
| Auxano Advisors, LLC | 0.06% | Add +0.8% | 735 | $233K |
| Sapient Capital LLC | 0.00% | No change | 734 | $233K |
| WBH Advisory Inc. | 0.02% | Add +19.1% | 731 | $232K |
| Merit Financial Group, LLC | 0.00% | Reduce -63.8% | 729 | $232K |
| Empire Financial Management Company, LLC | 0.07% | Reduce -1.1% | 726 | $231K |
| Cannon Financial Strategists, Inc. | 0.04% | No change | 723 | $230K |
| Signature Estate & Investment Advisors LLC | 0.01% | New | 721 | $229K |
| Assetmark, Inc. | 0.00% | Reduce -74.1% | 721 | $229K |
| Sterneck Capital Management, LLC | 0.12% | No change | 716 | $227K |
| Flagship Harbor Advisors, LLC | 0.01% | No change | 713 | $226K |
| Ascentis Independent Advisors | 0.04% | Reduce -17.2% | 712 | $226K |
| Cornerstone Wealth Group, LLC | 0.02% | Reduce -8.0% | 711 | $226K |
| Meritage Portfolio Management | 0.01% | No change | 709 | $225K |
| Principle Wealth Partners LLC | 0.02% | No change | 704 | $224K |
| Campion Asset Management | 0.17% | Reduce -2.8% | 702 | $223K |
| Legacy Advisors, LLC | 0.02% | No change | 701 | $223K |
| Bawa N Mallick Trust | 0.11% | No change | 700 | $222K |
| Acropolis Investment Management, LLC | 0.01% | No change | 700 | $222K |
| Grant Street Asset Management, Inc. | 0.05% | No change | 696 | $221K |
| Canopy Partners, LLC | 0.08% | No change | 682 | $217K |
| Uptick Partners, LLC | 0.07% | No change | 682 | $217K |
| Cadence Bank | 0.02% | No change | 682 | $217K |
| Titleist Asset Management, LLC | 0.03% | No change | 681 | $216K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | Reduce -2.1% | 710 | $216K |
| First Command Advisory Services, Inc. | 0.00% | Reduce -6.0% | 680 | $216K |
| McLean Asset Management Corp | 0.07% | New | 765 | $215K |
| Naviter Wealth, LLC | 0.03% | No change | 680 | $215K |
| Florida Trust Wealth Management Co | 0.01% | No change | 675 | $214K |
| GWN Securities Inc. | 0.01% | Reduce -14.4% | 629 | $210K |
| Marquette Asset Management, LLC | 0.04% | No change | 661 | $210K |
| CRA Financial Services, LLC | 0.04% | Add +1.5% | 660 | $210K |
| Philip James Wealth Mangement, LLC | 0.03% | Add +0.3% | 659 | $209K |
| One Charles Private Wealth Services, LLC | 0.07% | No change | 657 | $209K |
| Foguth Wealth Management, LLC. | 0.05% | Reduce -8.8% | 656 | $208K |
| DecisionMap Wealth Management, LLC | 0.16% | New | 651 | $207K |
| Meridian Wealth Partners, LLC | 0.03% | Reduce -4.4% | 650 | $207K |
| Rezny Wealth Management, Inc. | 0.06% | No change | 650 | $206K |
| Rockland Trust Co. | 0.01% | No change | 650 | $206K |
| Birch Hill Investment Advisors LLC | 0.01% | No change | 650 | $206K |
| Private Wealth Management Group, LLC | 0.08% | No change | 645 | $205K |
| OneDigital Investment Advisors LLC | 0.00% | Reduce -49.4% | 635 | $202K |
| SwitchPoint Financial Planning, LLC | 0.19% | No change | 634 | $201K |
| Wesbanco Bank Inc. | 0.01% | No change | 634 | $201K |
| Pacific Center for Financial Services | 0.05% | No change | 630 | $200K |
| Sandy Spring Bank | 0.01% | No change | 624 | $198K |
| Granite FO LLC | 0.11% | No change | 612 | $194K |
| Rothschild Investment LLC | 0.01% | No change | 593 | $188K |
| Synergy Investment Management, LLC | 0.08% | Add +1.0% | 591 | $188K |
| Wayfinding Financial, LLC | 0.08% | New | 584 | $185K |
| Newton One Investments LLC | 0.07% | Reduce -9.8% | 582 | $185K |
| Union Savings Bank | 0.09% | No change | 578 | $184K |
| WealthShield Partners, LLC | 0.02% | Add +56.3% | 561 | $178K |
| Duncker Streett & Co. Inc. | 0.04% | No change | 560 | $178K |
| Albion Financial Group | 0.01% | No change | 558 | $177K |
| MCF Advisors LLC | 0.01% | No change | 550 | $175K |
| Security National Bank | 0.03% | Add +90.6% | 509 | $162K |
| Beaird Harris Wealth Management, LLC | 0.01% | New | 504 | $160K |
| Grove Bank & Trust | 0.02% | No change | 500 | $159K |
| Plante Moran Financial Advisors, LLC | 0.01% | No change | 495 | $157K |
| VSM Wealth Advisory, LLC | 0.06% | No change | 487 | $155K |
| Phillips Financial Management, LLC | 0.01% | No change | 473 | $150K |
| Key Financial Inc | 0.03% | No change | 472 | $150K |
| Signaturefd, LLC | 0.00% | Add +4.7% | 468 | $149K |
| Golden State Wealth Management, LLC | 0.02% | Reduce -4.1% | 449 | $143K |
| Addison Advisors LLC | 0.04% | No change | 443 | $141K |
| Ritter Daniher Financial Advisory LLC / DE | 0.04% | No change | 435 | $138K |
| Parkside Financial Bank & Trust | 0.02% | Add +0.2% | 421 | $134K |
| Financial Gravity Asset Management, Inc. | 0.03% | — | 413 | $131K |
| Prestige Wealth Management Group LLC | 0.03% | Add +0.3% | 402 | $128K |
| Pittenger & Anderson Inc. | 0.00% | No change | 400 | $127K |
| Tsfg, LLC | 0.03% | No change | 400 | $127K |
| Realta Investment Advisors | 0.06% | No change | 395 | $125K |
| TFC Financial Management, Inc. | 0.02% | No change | 375 | $119K |
| Optimum Investment Advisors | 0.05% | Reduce -1.4% | 350 | $111K |
| Abound Wealth Management | 0.04% | Reduce -11.6% | 343 | $109K |
| TD Private Client Wealth LLC | 0.00% | Reduce -76.4% | 335 | $106K |
| Salem Investment Counselors Inc. | 0.00% | No change | 330 | $105K |
| Cape Investment Advisory, Inc. | 0.04% | No change | 302 | $96K |
| Front Row Advisors LLC | 0.04% | No change | 300 | $95K |
| NWK Group, Inc. | 0.04% | No change | 293 | $93K |
| one8zero8, LLC | 0.02% | No change | 290 | $92K |
| Cranbrook Wealth Management, LLC | 0.02% | No change | 275 | $87K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -1.1% | 265 | $84K |
| Concord Wealth Partners | 0.01% | No change | 261 | $83K |
| Tower View Wealth Management LLC | 0.05% | Reduce -6.1% | 248 | $79K |
| Founders Financial Alliance, LLC | 0.02% | No change | 240 | $76K |
| Glass Jacobson Investment Advisors llc | 0.02% | No change | 226 | $76K |
| London Co. of Virginia | 0.00% | Reduce -18.4% | 231 | $73K |
| Bangor Savings Bank | 0.01% | No change | 225 | $71K |
| Hexagon Capital Partners LLC | 0.01% | No change | 214 | $68K |
| Millstone Evans Group, LLC | 0.04% | No change | 208 | $66K |
| 1620 Investment Advisors, Inc. | 0.05% | Reduce -32.4% | 198 | $63K |
| Pflug Koory, LLC | 0.03% | No change | 197 | $63K |
| JNBA Financial Advisors | 0.01% | Add +56.9% | 193 | $61K |
| Copia Wealth Management | 0.06% | No change | 192 | $61K |
| Stone House Investment Management, LLC | 0.01% | Reduce -98.7% | 191 | $61K |
| Delta Asset Management LLC | 0.01% | Reduce -4.2% | 184 | $58K |
| Legacies Wealth LLC | 0.04% | No change | 175 | $56K |
| Silicon Valley Capital Partners | 0.01% | No change | 166 | $53K |
| Laurel Wealth Advisors LLC | 0.01% | No change | 165 | $52K |
| Parallel Advisors, LLC | 0.00% | Reduce -15.5% | 164 | $52K |
| Trust Co. of Vermont | 0.00% | New | 156 | $50K |
| ORG Partners LLC | 0.01% | No change | 152 | $48K |
| Truvestments Capital LLC | 0.01% | Add +50.5% | 149 | $47K |
| Tidemark, LLC | 0.02% | No change | 148 | $47K |
| Blue Trust, Inc. | 0.00% | Add +21.5% | 147 | $47K |
| Ballast Advisors LLC | 0.01% | No change | 141 | $45K |
| Sunbelt Securities, Inc. | 0.00% | Add +3.7% | 141 | $45K |
| Atlantic Private Wealth, LLC | 0.03% | Add +0.7% | 140 | $44K |
| Garde Capital, Inc. | 0.00% | New | 138 | $44K |
| Horizons Wealth Management | 0.03% | No change | 122 | $39K |
| Financial Connections Group, Inc. | 0.02% | No change | 120 | $38K |
| Principal Securities, Inc. | 0.00% | No change | 108 | $36K |
| Cardiff Park Advisors, LLC | 0.00% | No change | 109 | $35K |
| Hughes Financial Services, LLC | 0.01% | New | 108 | $34K |
| Monetary Management Group Inc. | 0.01% | No change | 100 | $32K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 100 | $32K |
| Caldwell Trust Co | 0.00% | New | 98 | $31K |
| Lanark Financial, Inc. | 0.00% | — | 100 | $31K |
| 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% | No change | 89 | $28K |
| Breakwater Investment Management | 0.01% | No change | 83 | $26K |
| NorthRock Partners, LLC | 0.00% | New | 80 | $25K |
| 2UniFi Bank | 0.02% | No change | 75 | $25K |
| Game Plan Financial Advisors, LLC | 0.01% | No change | 75 | $24K |
| Arlington Trust Co LLC | 0.01% | No change | 75 | $24K |
| Activest Wealth Management | 0.01% | No change | 73 | $23K |
| JDM Financial Group LLC | 0.01% | No change | 73 | $23K |
| Motco | 0.00% | No change | 68 | $22K |
| FWL Investment Management, LLC | 0.01% | Reduce -60.3% | 60 | $19K |
| Coston, McIsaac & Partners | 0.01% | No change | 59 | $18K |
| Elevate Wealth Advisory, Inc. | 0.01% | No change | 56 | $18K |
| Center for Financial Planning, Inc. | 0.00% | No change | 56 | $18K |
| CNB Bank | 0.01% | No change | 50 | $16K |
| Financial Perspectives, Inc | 0.01% | No change | 50 | $16K |
| Stonebridge Financial Group, LLC | 0.00% | No change | 50 | $16K |
| Operose Advisors LLC | 0.01% | No change | 49 | $16K |
| Glassman Wealth Services | 0.00% | No change | 49 | $15K |
| Centennial Bank | 0.01% | No change | 47 | $15K |
| Oakworth Capital, Inc. | 0.00% | No change | 44 | $14K |
| National Bank of Canada | 0.00% | No change | 43 | $14K |
| Trust Co | 0.00% | Add +73.7% | 33 | $11K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +1500.0% | 32 | $10K |
| Cornerstone Planning Group LLC | 0.00% | No change | 32 | $10K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | No change | 30 | $10K |
| Frazier Financial Advisors, LLC | 0.01% | No change | 31 | $10K |
| Glen Eagle Advisors, LLC | 0.00% | No change | 30 | $10K |
| Mb, Levis & Associates, LLC | 0.00% | No change | 26 | $8K |
| North Star Investment Management Corp. | 0.00% | No change | 19 | $6K |
| WealthTrak Capital Management LLC | 0.00% | Reduce -18.8% | 13 | $4K |
| GW&K Investment Management, LLC | 0.00% | No change | 14 | $4K |
| Larson Financial Group LLC | 0.00% | No change | 12 | $4K |
| Armor Investment Advisors, LLC | 0.00% | No change | 11 | $3K |
| Continuum Advisory, LLC | 0.00% | Add +22.2% | 11 | $3K |
| Wolff Wiese Magana LLC | 0.00% | No change | 10 | $3K |
| Morris Financial Concepts, Inc. | 0.00% | No change | 10 | $3K |
| Bfsg, LLC | 0.00% | No change | 9 | $3K |
| Silver Oak Securities, Incorporated | 0.00% | No change | 5 | $2K |
| Nemes Rush Group LLC | 0.00% | No change | 4 | $1K |
| Aventura Private Wealth, LLC | 0.00% | No change | 1 | $318 |
| POM Investment Strategies, LLC | 0.00% | Reduce -100.0% | 1 | $310 |
"% of holder's portfolio" is IWV's weight in each manager's 13F, not the share of iShares Russell 3000 ETF the manager owns.