iShares Russell 3000 ETFIWVETF
13F holders, Q2 2025 (June 30)824holders +18
53new positions
37sold out
4famous investors
$336.23avg. 13F price*
At the end of Q2 2025, 824 institutions reported holding iShares Russell 3000 ETF (IWV) in their 13F filings, up 18 from Q1 2025. 53 opened new positions and 37 sold out. The largest holders were SCS Capital Management LLC ($658.3M), Goldman Sachs Group Inc. ($571.5M) and Morgan Stanley ($451.0M). 4 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio).
- Company
- iShares Russell 3000 ETF
- CUSIP
- 464287689
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 53 | $57.5M |
| Exits | 37 | $22.0M |
All 13F filers, Q1 2025 → Q2 2025: 2,947,007 shares bought and 1,184,259 shares sold, net +1,762,748 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 824 holders
| SCS Capital Management LLC | 7.30% | Reduce -1.4% | 1,875,573 | $658.3M |
| Goldman Sachs Group Inc. | 0.09% | Add +77.3% | 1,628,319 | $571.5M |
| Morgan Stanley | 0.03% | Add +10.7% | 1,284,865 | $451.0M |
| BlackRock, Inc. | 0.01% | Add +31.0% | 1,200,738 | $421.5M |
| Northern Trust Corp. | 0.05% | Reduce -7.2% | 1,050,921 | $368.9M |
| Bank of America Corp. | 0.02% | Reduce -11.5% | 703,270 | $246.8M |
| UNC Management Company, Inc. | 23.27% | Add +0.3% | 578,635 | $203.1M |
| JPMorgan Chase & Co. | 0.01% | Reduce -6.8% | 535,959 | $188.1M |
| LPL Financial LLC | 0.06% | Reduce -0.2% | 500,570 | $175.7M |
| Ameriprise Financial Inc. | 0.04% | Add +15.9% | 450,539 | $158.2M |
| UBS Group AG | 0.03% | Reduce -2.9% | 425,778 | $149.4M |
| Focus Partners Wealth | 0.28% | Add +0.1% | 365,099 | $128.1M |
| Bank of New York Mellon Corp | 0.02% | Add +13.9% | 363,288 | $127.5M |
| Pitcairn Co. | 8.33% | Reduce -32.6% | 362,143 | $127.1M |
| Evensky & Katz LLC | 7.73% | Reduce -1.2% | 360,844 | $126.7M |
| PNC Financial Services Group, Inc. | 0.08% | Add +4.3% | 347,716 | $122.0M |
| HighTower Advisors, LLC | 0.13% | Reduce -1.5% | 304,109 | $106.7M |
| Lido Advisors, LLC | 0.56% | Add +2.3% | 300,769 | $105.6M |
| TLWM | 19.61% | Reduce -0.5% | 294,017 | $103.2M |
| FMR LLC | 0.01% | Add +26.5% | 281,451 | $98.8M |
| Wells Fargo & Company | 0.02% | Reduce -2.7% | 264,558 | $92.9M |
| Sentinel Trust Co. Lba | 9.42% | Reduce -2.3% | 247,157 | $86.8M |
| Mercer Global Advisors Inc. | 0.18% | Add +10.7% | 234,376 | $82.3M |
| Captrust Financial Advisors | 0.18% | Reduce -24.3% | 226,273 | $79.4M |
| Blair William & Co. | 0.19% | Reduce -0.5% | 198,408 | $69.6M |
| Family Firm, Inc. | 15.60% | Reduce -4.9% | 184,423 | $64.7M |
| Bricktown Capital, LLC | 11.35% | Add +24.7% | 178,520 | $62.7M |
| Calamos Wealth Management LLC | 2.68% | Reduce -6.3% | 177,993 | $62.5M |
| GM Advisory Group, LLC | 3.08% | Reduce -1.7% | 177,728 | $62.4M |
| Ballentine Partners, LLC | 0.88% | Add +0.8% | 166,886 | $58.6M |
| Bessemer Group Inc. | 0.09% | Reduce -0.0% | 165,833 | $58.2M |
| Commerce Bank | 0.34% | Reduce -0.3% | 164,459 | $57.7M |
| Bank of Nova Scotia | 0.12% | No change | 159,700 | $56.1M |
| Davis R M Inc. | 1.04% | Add +0.1% | 159,610 | $56.0M |
| Waverly Advisors, LLC | 0.60% | Reduce -0.3% | 155,754 | $54.7M |
| Proficio Capital Partners LLC | 3.35% | Reduce -0.8% | 153,369 | $53.8M |
| Raymond James Financial Inc. | 0.02% | Add +7.1% | 151,857 | $53.3M |
| Envestnet Asset Management Inc. | 0.02% | Add +1.3% | 150,681 | $52.9M |
| Ieq Capital, LLC | 0.32% | Add +25.5% | 149,329 | $52.4M |
| Stephens Inc. | 0.68% | Add +1.8% | 140,371 | $49.3M |
| AlphaCore Capital LLC | 1.87% | Reduce -9.5% | 140,119 | $49.2M |
| FFT Wealth Management LLC | 9.60% | Add +5.0% | 136,011 | $48.8M |
| Franklin Resources Inc. | 0.01% | Add +1.4% | 135,897 | $47.7M |
| Geneos Wealth Management Inc. | 1.12% | Add +29.4% | 130,645 | $45.9M |
| Mill Creek Capital Advisors, LLC | 1.01% | Add +0.0% | 130,302 | $45.7M |
| Wind River Trust Co | 17.55% | No change | 124,692 | $43.8M |
| Cresset Asset Management, LLC | 0.21% | Reduce -0.4% | 118,230 | $41.5M |
| Clearstead Advisors, LLC | 0.51% | Add +3.7% | 104,078 | $36.5M |
| Bank of Montreal | 0.02% | Reduce -15.4% | 102,252 | $35.9M |
| Commonwealth Equity Services, LLC | 0.05% | Reduce -15.6% | 101,282 | $35.5M |
| Osaic Holdings, Inc. | 0.06% | Reduce -17.5% | 99,819 | $35.0M |
| Pennington Partners & Co., LLC | 18.58% | Reduce -3.5% | 98,726 | $34.7M |
| Cetera Investment Advisers | 0.06% | Add +1.6% | 96,098 | $33.7M |
| Jones Financial Companies LLLP | 0.03% | Add +13.5% | 96,571 | $33.7M |
| Wealthspire Advisors, LLC | 0.19% | Reduce -0.0% | 95,528 | $33.5M |
| Waldron Private Wealth LLC | 1.42% | Add +0.5% | 92,577 | $32.5M |
| Mariner, LLC | 0.05% | Add +3.5% | 92,462 | $32.5M |
| Comerica Bank | 0.12% | Reduce -0.5% | 90,958 | $31.9M |
| Hantz Financial Services, Inc. | 0.52% | Reduce -4.2% | 90,886 | $31.9M |
| Avantax Advisory Services, Inc. | 0.17% | Reduce -0.2% | 87,409 | $30.7M |
| US Bancorp \de | 0.04% | Reduce -2.0% | 86,029 | $30.2M |
| Royal Bank of Canada | 0.01% | Add +7.5% | 85,524 | $30.0M |
| Provenance Wealth Advisors, LLC | 4.24% | Reduce -4.1% | 84,043 | $29.5M |
| Brighton Jones LLC | 0.79% | Add +1.5% | 83,353 | $29.3M |
| HB Wealth Management, LLC | 0.23% | Add +0.1% | 82,501 | $29.0M |
| Corient Private Wealth LP | 0.04% | Reduce -14.8% | 217,593 | $28.9M |
| Great Diamond Partners, LLC | 5.80% | Add +0.9% | 78,284 | $27.5M |
| Brooklyn FI, LLC | 6.95% | Add +1.7% | 77,290 | $27.1M |
| Tanglewood Wealth Management, Inc. | 2.61% | Reduce -16.2% | 75,462 | $26.5M |
| Portfolio Strategies, Inc. | 3.43% | Reduce -14.1% | 75,077 | $26.3M |
| Tiaa Trust, National Association | 0.07% | Reduce -28.5% | 74,331 | $26.1M |
| Embree Financial Group | 3.79% | Reduce -0.9% | 71,754 | $25.2M |
| Finley Financial, LLC | 12.43% | Reduce -0.4% | 70,441 | $24.7M |
| Fifth Third Bancorp | 0.09% | Reduce -4.3% | 70,182 | $24.6M |
| Savant Capital, LLC | 0.17% | Add +1.1% | 68,030 | $23.9M |
| Nations Financial Group Inc, /Ia/ | 1.64% | Reduce -0.1% | 67,893 | $23.8M |
| Strategic Investment Management, LLC | 12.07% | Reduce -47.5% | 64,191 | $22.5M |
| Johnson Investment Counsel Inc. | 0.20% | Add +0.6% | 63,818 | $22.4M |
| Stairway Partners, LLC | 1.26% | Reduce -3.0% | 63,144 | $22.2M |
| Concurrent Investment Advisors, LLC | 0.43% | Add +6079.4% | 62,968 | $22.1M |
| Trajan Wealth LLC | 1.07% | Reduce -11.8% | 62,600 | $22.0M |
| Truepoint, Inc. | 0.52% | Reduce -0.0% | 59,860 | $21.0M |
| Rockefeller Capital Management L.P. | 0.05% | Reduce -1.6% | 58,457 | $20.9M |
| Epiq Partners, LLC | 11.05% | Add +3.4% | 59,192 | $20.8M |
| Diversified Portfolios, Inc. | 1.94% | Add +7.5% | 57,830 | $20.3M |
| Citizens Financial Group Inc. | 0.33% | Reduce -6.2% | 57,725 | $20.3M |
| Compass Financial Group, Inc. | 10.04% | Reduce -0.3% | 57,044 | $20.0M |
| Whittier Trust Co. of Nevada Inc. | 0.44% | Reduce -1.8% | 55,591 | $19.5M |
| Strategic Equity Management | 7.12% | Add +4.9% | 55,165 | $19.4M |
| Wealthstream Advisors, Inc. | 3.14% | No change | 53,882 | $18.9M |
| Brookstone Capital Management | 0.24% | Reduce -8.3% | 53,155 | $18.7M |
| Cerity Partners LLC | 0.03% | Reduce -8.7% | 51,683 | $18.1M |
| Moss Adams Wealth Advisors LLC | 1.63% | Add +26.7% | 51,225 | $18.0M |
| Forvis Mazars Wealth Advisors, LLC | 0.39% | Reduce -1.0% | 50,951 | $17.9M |
| O'Brien Wealth Partners LLC | 2.80% | Reduce -0.6% | 50,846 | $17.8M |
| First Horizon Advisors, Inc. | 0.45% | Add +12.2% | 49,127 | $17.2M |
| Balentine LLC | 0.67% | Add +0.3% | 49,094 | $17.2M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Reduce -2.0% | 48,959 | $17.2M |
| KDK Private Wealth Management, LLC | 16.74% | Add +0.1% | 44,596 | $15.7M |
| United Capital Financial Advisors, LLC | 0.12% | Reduce -1.7% | 43,799 | $15.4M |
| Fund Evaluation Group, LLC | 0.59% | Add +17.0% | 43,491 | $15.3M |
| Crestwood Advisors Group, LLC | 0.27% | Add +0.1% | 43,437 | $15.2M |
| Citigroup Inc. | 0.01% | Add +18.0% | 43,322 | $15.2M |
| Hanover Advisors Inc. | 5.88% | Reduce -2.1% | 41,081 | $14.4M |
| AlTi Global, Inc. | 0.35% | Reduce -2.7% | 40,094 | $14.1M |
| Tanager Wealth Management LLP | 1.63% | Add +2.3% | 39,424 | $13.8M |
| Moneywise, Inc. | 6.43% | Add +5.9% | 39,085 | $13.7M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Add +4.1% | 37,445 | $13.3M |
| Truist Financial Corp. | 0.02% | Add +0.7% | 37,948 | $13.3M |
| Ipswich Investment Management Co., Inc. | 3.21% | Reduce -0.7% | 37,885 | $13.3M |
| Brown Advisory Inc. | 0.02% | Reduce -16.3% | 37,757 | $13.3M |
| Kestra Advisory Services, LLC | 0.06% | Reduce -34.5% | 37,135 | $13.0M |
| Conservest Capital Advisors, Inc. | 1.28% | Add +0.0% | 37,016 | $13.0M |
| First National Trust Co | 0.48% | Reduce -6.1% | 36,873 | $12.9M |
| Creative Planning | 0.01% | Add +0.5% | 36,493 | $12.8M |
| Roble, Belko & Company, Inc | 1.86% | Reduce -2.0% | 36,350 | $12.8M |
| UMB Bank, n.a. | 0.20% | Reduce -6.3% | 36,133 | $12.7M |
| Allen Investment Management, LLC | 0.14% | No change | 35,325 | $12.4M |
| American Family Investments, Inc. | 0.66% | New | 34,518 | $12.1M |
| Cwm, LLC | 0.04% | Add +1.2% | 34,342 | $12.1M |
| JFS Wealth Advisors, LLC | 0.77% | Reduce -1.0% | 34,275 | $12.0M |
| CIBC Private Wealth Group LLC | 0.02% | Add +8.5% | 32,058 | $11.3M |
| BigSur Wealth Management LLC | 2.81% | Reduce -9.4% | 31,700 | $11.1M |
| Partners Capital Investment Group, LLP | 0.42% | Reduce -16.7% | 29,690 | $10.4M |
| jvl associates llc | 3.67% | No change | 29,127 | $10.2M |
| Rhumbline Advisers | 0.01% | Add +28.6% | 28,340 | $9.9M |
| Stifel Financial Corp. | 0.01% | Add +5.4% | 28,258 | $9.9M |
| Nepc LLC | 0.25% | Add +97.3% | 27,847 | $9.8M |
| Alliancebernstein L.P. | 0.00% | Reduce -7.1% | 25,819 | $9.1M |
| BNP Paribas Financial Markets | 0.01% | Reduce -9.8% | 25,678 | $9.0M |
| One Day In July LLC | 0.81% | Add +5.3% | 25,526 | $9.0M |
| Aspiriant, LLC | 0.28% | Reduce -8.7% | 25,520 | $9.0M |
| Pathstone Holdings, LLC | 0.04% | Add +3.4% | 25,407 | $8.9M |
| Allspring Global Investments Holdings, LLC | 0.01% | Add +11.0% | 25,323 | $8.9M |
| Vanguard Group Inc. | 0.00% | Add +0.1% | 24,806 | $8.7M |
| Keybank National Association | 0.03% | Reduce -58.3% | 24,740 | $8.7M |
| Rebalance, LLC | 0.59% | Add +30.6% | 24,593 | $8.6M |
| Humankind Investments LLC | 2.10% | No change | 24,570 | $8.6M |
| AQR Capital Management | 0.01% | Add +194.6% | 24,012 | $8.4M |
| Post Resch Tallon Group Inc. | 8.07% | Reduce -0.1% | 23,722 | $8.3M |
| Fiduciary Trust Co | 0.10% | No change | 23,429 | $8.2M |
| Forte Asset Management LLC | 4.18% | Reduce -17.8% | 23,365 | $8.2M |
| Running Point Capital Advisors, LLC | 2.23% | No change | 23,003 | $8.1M |
| Norris Perne & French LLP | 0.56% | Add +0.0% | 22,878 | $8.0M |
| Advisory Services Network, LLC | 0.13% | Add +3.0% | 22,066 | $7.9M |
| Circle Wealth Management, LLC | 0.17% | No change | 22,119 | $7.8M |
| LCNB Corp. | 2.73% | Reduce -0.8% | 22,068 | $7.7M |
| St. Louis Trust Co | 1.03% | Add +0.0% | 21,948 | $7.7M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Add +18.9% | 21,361 | $7.5M |
| Wilmington Savings Fund Society, FSB | 0.13% | Reduce -7.4% | 21,315 | $7.5M |
| Vigilare Wealth Management | 2.79% | New | 21,230 | $7.5M |
| Laird Norton Wetherby Wealth Management, LLC | 0.33% | — | 21,032 | $7.4M |
| Quantinno Capital Management LP | 0.03% | Add +22.9% | 20,872 | $7.3M |
| Baird Financial Group, Inc. | 0.01% | Reduce -0.1% | 20,287 | $7.1M |
| Legacy Trust | 1.74% | Reduce -3.4% | 20,189 | $7.1M |
| Tower Research Capital LLC (TRC) | 0.19% | Add +62656.3% | 20,082 | $7.0M |
| Lowe Brockenbrough & Co. Inc. | 0.39% | Add +406.9% | 19,764 | $6.9M |
| Prudential Financial Inc. | 0.01% | Add +100.0% | 19,360 | $6.8M |
| Sheridan Capital Management, LLC | 4.67% | Reduce -2.5% | 19,293 | $6.8M |
| Whittier Trust Co. | 0.08% | No change | 18,971 | $6.7M |
| Jordan Park Group LLC | 0.43% | No change | 18,898 | $6.6M |
| West Paces Advisors Inc. | 1.41% | Reduce -0.7% | 18,896 | $6.6M |
| Glenmede Investment Management, LP | 0.03% | — | 18,481 | $6.5M |
| Triune Financial Partners, LLC | 1.76% | Add +0.3% | 18,223 | $6.4M |
| Halbert Hargrove Global Advisors, LLC | 0.34% | Reduce -0.5% | 18,164 | $6.4M |
| Orion Porfolio Solutions, LLC | 0.05% | Add +0.1% | 18,134 | $6.4M |
| Cedar Wealth Management, LLC | 2.14% | Add +16.8% | 18,025 | $6.3M |
| Elyxium Wealth, LLC | 2.33% | No change | 17,730 | $6.2M |
| BTC Capital Management, Inc. | 0.50% | Reduce -3.2% | 17,567 | $6.2M |
| Chicago Partners Investment Group LLC | 0.18% | Add +0.0% | 17,033 | $6.1M |
| MML Investors Services, LLC | 0.02% | Add +28.5% | 17,250 | $6.1M |
| Victory Capital Management Inc. | 0.00% | Reduce -24.4% | 17,236 | $6.0M |
| Winthrop Advisory Group LLC | 0.57% | Add +13.3% | 16,859 | $5.9M |
| Gilbert & Cook, Inc. | 0.79% | No change | 16,575 | $5.8M |
| Ameritas Advisory Services, LLC | 0.30% | Reduce -7.0% | 16,451 | $5.8M |
| Mission Wealth Management, LP | 0.13% | Reduce -2.9% | 16,375 | $5.7M |
| Ascent Wealth Partners, LLC | 0.69% | No change | 15,826 | $5.6M |
| Stone House Investment Management, LLC | 1.02% | Add +8146.1% | 15,750 | $5.5M |
| Aries Wealth Management | 1.40% | No change | 15,294 | $5.4M |
| Private Advisor Group, LLC | 0.03% | Reduce -7.7% | 15,242 | $5.3M |
| William Howard & Co Financial Advisors Inc | 4.60% | Add +0.8% | 15,025 | $5.3M |
| Financial Council, LLC | 2.51% | Reduce -5.3% | 14,820 | $5.2M |
| Cambridge Associates LLC /Ma/ | 0.11% | Add +3.8% | 14,597 | $5.1M |
| Silvercrest Asset Management Group LLC | 0.03% | Reduce -10.7% | 14,589 | $5.1M |
| Cozad Asset Management Inc. | 0.45% | No change | 14,559 | $5.1M |
| Midwest Professional Planners, LTD. | 1.34% | Add +10.3% | 14,455 | $5.1M |
| Valeo Financial Advisors, LLC | 0.12% | Add +0.7% | 14,414 | $5.1M |
| Summit Trail Advisors, LLC | 0.09% | New | 14,258 | $5.0M |
| Aquire Wealth Advisors, LLC | 1.31% | Reduce -0.1% | 13,881 | $4.9M |
| NewEdge Advisors, LLC | 0.02% | Reduce -2.3% | 13,409 | $4.7M |
| Intelligence Driven Advisers, LLC | 0.71% | Reduce -7.1% | 13,366 | $4.7M |
| Simon Quick Advisors, LLC | 0.24% | Reduce -3.8% | 13,353 | $4.7M |
| Lutz Financial Services LLC | 0.36% | No change | 13,245 | $4.6M |
| Greenline Partners, LLC | 0.63% | No change | 13,244 | $4.6M |
| EP Wealth Advisors, LLC | 0.03% | Reduce -6.4% | 13,223 | $4.6M |
| Curi Capital, LLC | 0.09% | Add +552.2% | 12,737 | $4.5M |
| Sowell Financial Services LLC | 0.18% | Reduce -9.6% | 12,640 | $4.4M |
| Focus Partners Advisor Solutions, LLC | 0.06% | Reduce -0.8% | 12,541 | $4.4M |
| Simmons Bank | 0.31% | Reduce -6.4% | 12,427 | $4.4M |
| MPS Loria Financial Planners, LLC | 1.28% | Reduce -11.4% | 12,402 | $4.4M |
| Prime Capital Investment Advisors, LLC | 0.06% | Add +7.3% | 12,401 | $4.4M |
| Blue Fin Capital, Inc. | 0.73% | Reduce -5.1% | 12,285 | $4.3M |
| O'shaughnessy Asset Management, LLC | 0.03% | Reduce -1.8% | 11,984 | $4.2M |
| HRT Financial LP | 0.02% | Add +71.4% | 11,679 | $4.1M |
| Country Club Bank | 0.26% | Reduce -1.0% | 11,608 | $4.1M |
| Sequoia Financial Advisors, LLC | 0.03% | Reduce -9.1% | 11,452 | $4.0M |
| Twin Focus Capital Partners, LLC | 0.56% | Reduce -1.4% | 11,360 | $4.0M |
| Chesapeake Wealth Management | 1.30% | Reduce -4.3% | 11,144 | $3.9M |
| First Heartland Consultants, Inc. | 0.34% | Reduce -58.4% | 10,921 | $3.8M |
| Stratos Wealth Partners, LTD. | 0.05% | Reduce -2.9% | 10,892 | $3.8M |
| Sax Wealth Advisors, LLC | 0.23% | Add +6.6% | 10,671 | $3.7M |
| Single Point Partners, LLC | 0.82% | Add +4.8% | 10,654 | $3.7M |
| McClarren Financial Advisors, Inc. | 2.41% | Add +47.8% | 10,544 | $3.7M |
| Certuity, LLC | 0.34% | Add +0.2% | 10,395 | $3.6M |
| Equitable Holdings, Inc. | 0.03% | Add +6.3% | 10,313 | $3.6M |
| Zhang Financial LLC | 0.17% | Reduce -0.9% | 10,264 | $3.6M |
| Susquehanna International Group, LLP | 0.01% | Add +394.4% | 10,179 | $3.6M |
| Beacon Pointe Advisors, LLC | 0.04% | Reduce -2.7% | 10,094 | $3.5M |
| Natixis Advisors, LLC | 0.01% | New | 10,055 | $3.5M |
| Ironwood Investment Management LLC | 1.70% | Add +1.9% | 9,982 | $3.5M |
| WASHINGTON TRUST Co | 0.12% | Reduce -0.3% | 9,961 | $3.5M |
| Sterling Capital Management LLC | 0.05% | Reduce -21.4% | 9,896 | $3.5M |
| Sand Hill Global Advisors, LLC | 0.13% | Reduce -0.3% | 9,855 | $3.5M |
| Alesco Advisors, LLC, An ESL Co | 0.10% | No change | 9,608 | $3.4M |
| Wealthcare Capital Management LLC | 0.35% | Reduce -11.6% | 9,394 | $3.3M |
| Fort Washington Investment Advisors Inc. | 0.02% | Reduce -0.3% | 9,366 | $3.3M |
| Institute for Wealth Management, LLC. | 0.37% | No change | 9,363 | $3.3M |
| Foundation Wealth Management, LLC\PA | 1.42% | Reduce -1.1% | 9,341 | $3.3M |
| First Hawaiian Bank | 0.44% | Reduce -1.6% | 9,197 | $3.2M |
| Family Office Research LLC | 1.53% | Reduce -0.8% | 9,188 | $3.2M |
| Lakeshore Financial Planning, Inc. | 1.29% | Reduce -0.3% | 9,149 | $3.2M |
| Tolleson Wealth Management, Inc. | 0.54% | No change | 9,066 | $3.2M |
| Cahill Financial Advisors Inc. | 0.39% | Add +0.1% | 9,001 | $3.2M |
| M&T Bank Corp | 0.01% | No change | 8,958 | $3.1M |
| Wedmont Private Capital | 0.13% | Add +0.2% | 8,821 | $3.1M |
| Chokshi & Queen Wealth Advisors, Inc | 1.79% | Add +1.8% | 8,918 | $3.1M |
| Atria Wealth Solutions, Inc. | 0.07% | Reduce -18.6% | 8,791 | $3.1M |
| BOK Financial Private Wealth, Inc. | 0.20% | No change | 8,754 | $3.1M |
| Fiducient Advisors LLC | 0.37% | Reduce -7.4% | 8,691 | $3.1M |
| DHK Financial Advisors, Inc. | 1.74% | Reduce -56.5% | 8,625 | $3.0M |
| XY Planning Network, Inc. | 1.03% | Add +40.4% | 8,613 | $3.0M |
| Empowered Funds, LLC | 0.03% | New | 8,491 | $3.0M |
| Matrix Private Capital Group LLC | 1.75% | Reduce -2.1% | 8,477 | $3.0M |
| U.S. Capital Wealth Advisors, LLC | 0.09% | Reduce -8.6% | 8,445 | $3.0M |
| City Holding Co. | 0.39% | Reduce -3.6% | 8,421 | $3.0M |
| JMG Financial Group, Ltd. | 0.09% | Reduce -18.8% | 8,349 | $2.9M |
| Integrated Advisors Network LLC | 0.13% | Reduce -7.3% | 8,317 | $2.9M |
| Evelyn Partners Asset Management Ltd | 0.72% | Add +0.1% | 8,078 | $2.8M |
| Financial Engines Advisors L.L.C. | 0.01% | Add +969.4% | 8,031 | $2.8M |
| NewEdge Wealth, LLC | 0.04% | Reduce -1.1% | 7,823 | $2.8M |
| Castle Rock Wealth Management, LLC | 0.65% | Reduce -30.2% | 7,773 | $2.8M |
| Zacks Investment Management | 0.02% | Reduce -3.0% | 7,845 | $2.8M |
| MAI Capital Management | 0.02% | Add +32.7% | 7,702 | $2.7M |
| Planning Alternatives Ltd. | 0.37% | No change | 7,673 | $2.7M |
| First National Bank of Omaha | 0.17% | Reduce -3.7% | 7,612 | $2.7M |
| Stratos Wealth Advisors, LLC | 0.14% | Add +22.8% | 7,481 | $2.6M |
| Flputnam Investment Management Co. | 0.04% | Reduce -0.8% | 7,445 | $2.6M |
| Renasant Bank | 1.72% | No change | 7,326 | $2.6M |
| Fonville Wealth Management LLC | 0.65% | Reduce -1.0% | 7,309 | $2.6M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Reduce -5.4% | 7,223 | $2.5M |
| Wealthedge Investment Advisors, LLC | 1.03% | Reduce -24.9% | 7,045 | $2.5M |
| Rialto Wealth Management, LLC | 0.67% | No change | 6,787 | $2.4M |
| IMA Advisory Services, Inc. | 0.25% | No change | 6,690 | $2.3M |
| SouthState Bank Corp | 0.10% | Add +0.1% | 6,593 | $2.3M |
| Modera Wealth Management, LLC | 0.03% | Add +5.1% | 6,474 | $2.3M |
| Badgley Phelps Wealth Managers, LLC | 0.05% | Add +5.9% | 6,464 | $2.3M |
| Pinnacle Financial Partners Inc | 0.05% | Add +1.1% | 6,396 | $2.2M |
| Signature Resources Capital Management, LLC | 1.36% | New | 6,380 | $2.2M |
| Oxford Financial Group, LTD. LLC | 0.13% | Add +4.7% | 6,364 | $2.2M |
| Meridian Financial Partners LLC | 1.05% | Reduce -2.7% | 6,348 | $2.2M |
| Dakota Wealth Management | 0.05% | Reduce -6.1% | 6,320 | $2.2M |
| Berkshire Asset Management LLC | 0.10% | Reduce -7.6% | 6,300 | $2.2M |
| Brown Brothers Harriman & Co. | 0.01% | Reduce -0.3% | 6,290 | $2.2M |
| Apella Capital, LLC | 0.06% | Reduce -3.8% | 6,190 | $2.2M |
| Xponance LLC | 0.02% | Reduce -53.1% | 6,226 | $2.2M |
| OneAscent Financial Services LLC | 0.16% | No change | 6,192 | $2.2M |
| GeoWealth Management, LLC | 0.08% | Reduce -3.8% | 6,147 | $2.2M |
| Renaissance Technologies | 0.00% | Add +60.5% | 6,100 | $2.1M |
| Kayne Anderson Rudnick Investment Management LLC | 0.01% | Reduce -0.9% | 6,065 | $2.1M |
| Dorsey & Whitney Trust CO LLC | 0.11% | Reduce -11.5% | 5,907 | $2.1M |
| Avant Financial Advisors LLC | 1.69% | Add +14.2% | 5,855 | $2.1M |
| Yardley Wealth Management LLC | 1.12% | No change | 5,833 | $2.0M |
| Nvest Financial, LLC | 1.04% | Add +0.3% | 5,676 | $2.0M |
| Aptus Capital Advisors, LLC | 0.02% | Add +0.1% | 5,662 | $2.0M |
| CW Advisors, LLC | 0.02% | Add +38.5% | 5,659 | $2.0M |
| Independence Bank of Kentucky | 0.28% | Reduce -0.1% | 5,634 | $2.0M |
| Strategic Blueprint, LLC | 0.10% | Add +4.9% | 5,603 | $2.0M |
| Moisand Fitzgerald Tamayo, LLC | 0.25% | No change | 5,548 | $1.9M |
| Silvia McColl Wealth Management, LLC | 1.41% | Reduce -0.2% | 5,544 | $1.9M |
| Verum Partners LLC | 0.45% | No change | 5,539 | $1.9M |
| Heritage Financial Services, LLC | 0.19% | Reduce -3.9% | 5,537 | $1.9M |
| Wealth Architects, LLC | 0.20% | Reduce -0.1% | 5,495 | $1.9M |
| CENTRAL TRUST Co | 0.04% | No change | 5,484 | $1.9M |
| Vertex Planning Partners, LLC | 0.40% | Reduce -5.5% | 5,470 | $1.9M |
| Independent Financial Group, LLC | 0.05% | Reduce -2.1% | 5,416 | $1.9M |
| Cambria Investment Management, L.P. | 0.13% | New | 5,341 | $1.9M |
| Beacon Financial Group | 0.19% | Reduce -0.4% | 5,290 | $1.9M |
| Portland Global Advisors LLC | 0.22% | No change | 5,275 | $1.9M |
| BCS Private Wealth Management, Inc. | 0.69% | — | 5,241 | $1.8M |
| KilterHowling LLC | 1.09% | Add +0.3% | 5,217 | $1.8M |
| High Probability Advisors, LLC | 0.27% | No change | 5,180 | $1.8M |
| KCM Investment Advisors LLC | 0.06% | New | 5,117 | $1.8M |
| Manchester Financial Inc. | 0.37% | No change | 5,051 | $1.8M |
| Cohen Capital Management, Inc. | 0.29% | Reduce -14.4% | 5,037 | $1.8M |
| Harvest Investment Services, LLC | 0.39% | Reduce -0.7% | 5,031 | $1.8M |
| Ledyard National Bank | 0.17% | Reduce -5.2% | 5,024 | $1.8M |
| Avidian Wealth Enterprises, LLC | 0.07% | Add +48.5% | 4,996 | $1.8M |
| Sigma Planning Corp | 0.05% | Add +18.6% | 4,971 | $1.7M |
| Jaffetilchin Investment Partners, LLC | 0.11% | Reduce -2.0% | 4,907 | $1.7M |
| Synovus Financial Corp. | 0.02% | Reduce -29.9% | 4,870 | $1.7M |
| waypoint wealth counsel | 0.84% | Add +6.8% | 4,833 | $1.7M |
| New England Private Wealth Advisors LLC | 0.25% | Add +0.3% | 4,687 | $1.7M |
| Guardian Wealth Advisors, LLC / NC | 0.12% | Add +0.2% | 4,795 | $1.7M |
| Dunhill Financial, LLC | 0.48% | Reduce -16.2% | 4,746 | $1.7M |
| Punch & Associates Investment Management, Inc. | 0.10% | Add +1.3% | 4,675 | $1.6M |
| Sterling Financial Group, Inc. | 0.55% | No change | 4,670 | $1.6M |
| GC Wealth Management RIA, LLC | 0.13% | Reduce -0.1% | 4,649 | $1.6M |
| Moneta Group Investment Advisors LLC | 0.02% | Reduce -4.5% | 4,598 | $1.6M |
| Integrated Wealth Concepts LLC | 0.02% | Reduce -0.2% | 4,550 | $1.6M |
| Motive Wealth Advisors | 0.72% | No change | 4,508 | $1.6M |
| Timonier Family Office, LTD. | 0.59% | New | 4,468 | $1.6M |
| BIP Wealth, LLC | 0.10% | Reduce -0.1% | 4,413 | $1.5M |
| Chesley Taft & Associates LLC | 0.07% | No change | 4,388 | $1.5M |
| Sanctuary Advisors, LLC | 0.01% | Add +3.6% | 4,388 | $1.5M |
| CVA Family Office, LLC | 0.21% | Add +8.7% | 4,348 | $1.5M |
| World Investment Advisors | 0.03% | Add +1.5% | 4,284 | $1.5M |
| Wealthcare Advisory Partners LLC | 0.03% | Add +23.4% | 4,280 | $1.5M |
| Evercore Wealth Management, LLC | 0.02% | No change | 4,252 | $1.5M |
| Tennessee Valley Asset Management Partners | 0.38% | No change | 4,249 | $1.5M |
| D.A. Davidson & Co. | 0.01% | Add +0.0% | 4,179 | $1.5M |
| Peapack Gladstone Financial Corp. | 0.02% | No change | 4,147 | $1.5M |
| Vise Technologies, Inc. | 0.06% | — | 4,081 | $1.4M |
| Crescent Grove Advisors, LLC | 0.14% | No change | 4,023 | $1.4M |
| J.W. Cole Advisors, Inc. | 0.03% | Add +42.6% | 3,983 | $1.4M |
| Stonegate Investment Group, LLC | 0.03% | No change | 3,912 | $1.4M |
| RFG - Bristol Wealth Advisors, LLC | 0.42% | Add +7.1% | 3,898 | $1.4M |
| Midwest Trust Co | 0.02% | — | 3,893 | $1.4M |
| Abacus Planning Group, Inc. | 0.20% | No change | 3,882 | $1.4M |
| Symphony Financial, Ltd. Co. | 0.18% | New | 3,852 | $1.4M |
| Capital Analysts, LLC | 0.05% | Add +0.0% | 3,873 | $1.4M |
| SilverOak Wealth Management LLC | 0.25% | Reduce -1.3% | 3,859 | $1.4M |
| MIdWestOne Financial Group, Inc. | 0.18% | No change | 3,856 | $1.4M |
| Canandaigua National Bank & Trust Co. | 0.13% | No change | 3,846 | $1.3M |
| Asset Dedication, LLC | 0.10% | No change | 3,838 | $1.3M |
| Vista Capital Partners, Inc. | 0.15% | No change | 3,822 | $1.3M |
| Lowe Wealth Advisors, LLC | 0.52% | Reduce -0.7% | 3,785 | $1.3M |
| Fiduciary Wealth Partners, LLC | 1.25% | Reduce -30.9% | 3,775 | $1.3M |
| Wesbanco Bank Inc. | 0.04% | Add +492.0% | 3,753 | $1.3M |
| Sensible Money, LLC | 0.50% | No change | 3,729 | $1.3M |
| Firestone Capital Management | 0.31% | Add +4.2% | 3,725 | $1.3M |
| Arax Advisory Partners | 0.06% | New | 3,716 | $1.3M |
| Augustine Asset Management Inc. | 0.35% | Reduce -1.3% | 3,714 | $1.3M |
| Pure Financial Advisors, LLC | 0.02% | Add +1.8% | 3,704 | $1.3M |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -0.8% | 3,704 | $1.3M |
| ETF Portfolio Partners, Inc. | 0.36% | Add +0.8% | 3,702 | $1.3M |
| Jane Street Group, LLC | 0.00% | New | 3,619 | $1.3M |
| Johnson Financial Group, Inc. | 0.06% | Add +216.9% | 3,616 | $1.3M |
| Retirement Planning Group, LLC | 0.05% | No change | 3,577 | $1.3M |
| FineMark National Bank & Trust | 0.04% | New | 3,564 | $1.3M |
| Indiana Trust & Investment Management Co | 0.41% | No change | 3,547 | $1.2M |
| Greenwood Capital Associates LLC | 0.15% | Add +22.1% | 3,542 | $1.2M |
| Graves Light Lenhart Wealth, Inc. | 0.15% | Reduce -12.5% | 3,500 | $1.2M |
| Stokes Family Office, LLC | 0.13% | No change | 3,500 | $1.2M |
| Wellspring Financial Advisors, LLC | 0.11% | New | 3,496 | $1.2M |
| GTS Securities LLC | 0.05% | Reduce -50.9% | 3,476 | $1.2M |
| Stonebrook Private Inc. | 0.28% | Reduce -0.0% | 3,459 | $1.2M |
| Bernardo Wealth Planning LLC | 0.26% | No change | 3,411 | $1.2M |
| Blue Capital, Inc. | 0.85% | — | 3,400 | $1.2M |
| Neuberger Berman Group LLC | 0.00% | Reduce -4.1% | 3,380 | $1.2M |
| Fort Sheridan Advisors LLC | 0.17% | No change | 3,363 | $1.2M |
| Naples Global Advisors, LLC | 0.10% | Add +90.2% | 3,348 | $1.2M |
| Bartlett & Co. Wealth Management LLC | 0.02% | No change | 3,345 | $1.2M |
| Lokken Investment Group LLC | 0.45% | Reduce -48.7% | 3,329 | $1.2M |
| Atala Financial Inc | 0.80% | No change | 3,319 | $1.2M |
| Cahaba Wealth Management, Inc. | 0.09% | Add +0.2% | 3,313 | $1.2M |
| XML Financial, LLC | 0.10% | Add +1.8% | 3,302 | $1.2M |
| Sonata Capital Group Inc. | 0.46% | No change | 3,280 | $1.2M |
| Zions Bancorporation, National Association | 0.06% | No change | 3,270 | $1.1M |
| IHT Wealth Management, LLC | 0.03% | Add +0.1% | 3,240 | $1.1M |
| Smith Salley Wealth Management | 0.07% | Add +0.3% | 3,239 | $1.1M |
| New Republic Capital, LLC | 0.40% | Add +80.2% | 3,239 | $1.1M |
| Keb Asset Management, LLC | 0.28% | No change | 3,189 | $1.1M |
| Graypoint LLC | 0.06% | Add +0.0% | 3,189 | $1.1M |
| Visionary Wealth Advisors | 0.06% | Add +0.3% | 3,189 | $1.1M |
| GHP Investment Advisors, Inc. | 0.05% | No change | 3,167 | $1.1M |
| Park Avenue Securities LLC | 0.01% | New | 3,119 | $1.1M |
| Carter Financial Group, INC. | 0.71% | — | 3,115 | $1.1M |
| Parcion Private Wealth LLC | 0.08% | No change | 3,110 | $1.1M |
| Wedbush Securities Inc. | 0.04% | Add +0.3% | 3,108 | $1.1M |
| Sage Mountain Advisors LLC | 0.07% | No change | 3,053 | $1.1M |
| Optivise Advisory Services LLC | 0.55% | Reduce -2.9% | 3,047 | $1.1M |
| LWM Advisory Services, LLC | 0.74% | No change | 3,040 | $1.1M |
| E&G Advisors, LLC | 0.27% | No change | 3,002 | $1.1M |
| Paulson Wealth Management Inc. | 0.27% | New | 2,982 | $1.0M |
| Frank, Rimerman Advisors LLC | 0.07% | Reduce -32.8% | 2,978 | $1.0M |
| Rwa Wealth Partners, LLC | 0.01% | No change | 2,975 | $1.0M |
| Beaumont Asset Management, L.L.C. | 0.56% | No change | 2,945 | $1.0M |
| Condor Capital Management | 0.09% | No change | 2,936 | $1.0M |
| First National Corp. /Ma/ | 0.21% | No change | 2,902 | $1.0M |
| Hunter Associates Investment Management LLC | 0.15% | Reduce -6.3% | 2,850 | $1.0M |
| Rossmore Private Capital | 0.12% | Reduce -48.9% | 2,842 | $998K |
| Evoke Wealth, LLC | 0.02% | Reduce -20.9% | 2,837 | $996K |
| Dynamic Advisor Solutions LLC | 0.03% | Add +0.2% | 2,819 | $990K |
| Ascent Group, LLC | 0.04% | Add +0.3% | 2,817 | $989K |
| Jackson Wealth Management, LLC | 0.11% | No change | 2,801 | $983K |
| Old Mission Investment Co LLC | 0.27% | No change | 2,800 | $983K |
| SkyOak Wealth, LLC | 0.20% | Reduce -0.5% | 2,800 | $983K |
| Glenview Trust Co | 0.02% | Reduce -0.5% | 2,773 | $973K |
| HSBC Holdings PLC | 0.00% | No change | 2,730 | $958K |
| Aprio Wealth Management, LLC | 0.11% | No change | 2,729 | $958K |
| International Assets Investment Management, LLC | 0.08% | Add +1.1% | 2,692 | $945K |
| IFG Advisory, LLC | 0.05% | No change | 2,690 | $944K |
| Strategic Family Wealth Counselors, L.L.C. | 0.27% | No change | 2,674 | $939K |
| Wealth Management Partners, LLC | 0.33% | Reduce -0.3% | 2,648 | $936K |
| Citadel Advisors | 0.00% | Reduce -76.1% | 2,659 | $933K |
| Empower Advisory Group, LLC | 0.00% | No change | 2,645 | $928K |
| Soltis Investment Advisors LLC | 0.07% | No change | 2,643 | $928K |
| Asset Allocation & Management Company, LLC | 0.43% | No change | 2,641 | $927K |
| Kovack Advisors, Inc. | 0.09% | Add +0.0% | 2,625 | $921K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +25.5% | 2,622 | $920K |
| Smartleaf Asset Management LLC | 0.08% | Add +22.2% | 2,622 | $916K |
| Baring Financial LLC | 0.68% | Reduce -2.2% | 2,606 | $915K |
| Northeast Planning Associates, Inc. / NH / | 0.84% | No change | 2,600 | $913K |
| Assetmark, Inc. | 0.00% | Add +260.1% | 2,596 | $911K |
| First Interstate Bank | 0.05% | No change | 2,560 | $899K |
| Mason & Associates Inc | 0.21% | No change | 2,548 | $894K |
| Quadrant Private Wealth Management, LLC | 0.18% | Add +55.2% | 2,541 | $892K |
| Red Spruce Capital, LLC | 0.38% | Reduce -12.2% | 2,527 | $887K |
| Well Done, LLC | 0.17% | Reduce -18.2% | 2,521 | $885K |
| CoreCap Advisors, LLC | 0.04% | Add +74.8% | 2,521 | $885K |
| Nestegg Advisors, Inc. | 0.84% | Reduce -5.2% | 2,497 | $876K |
| AGH Wealth Advisors, LLC | 0.72% | No change | 2,494 | $875K |
| Sargent Investment Group, LLC | 0.12% | Reduce -11.9% | 2,436 | $875K |
| Prosperity Planning, Inc. | 0.35% | No change | 2,485 | $872K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.06% | Add +18.2% | 2,466 | $866K |
| Coyle Financial Counsel LLC | 0.23% | Reduce -0.3% | 2,460 | $863K |
| Great Valley Advisor Group, Inc. | 0.02% | Add +3.9% | 2,451 | $860K |
| Moran Wealth Management, LLC | 0.03% | New | 2,433 | $854K |
| Stock Yards Bank & Trust Co. | 0.03% | No change | 2,432 | $854K |
| Valmark Advisers, Inc. | 0.01% | Reduce -0.4% | 2,432 | $853K |
| W Advisors, LLC | 0.49% | Reduce -3.6% | 2,431 | $853K |
| Modern Wealth Management, LLC | 0.02% | Add +2.8% | 2,394 | $840K |
| Allworth Financial LP | 0.00% | Add +6.8% | 2,376 | $834K |
| Coldstream Capital Management Inc. | 0.01% | No change | 2,361 | $829K |
| Blue Edge Capital, LLC | 0.12% | No change | 2,344 | $823K |
| Capstone Financial Advisors, Inc. | 0.05% | Add +0.3% | 2,341 | $822K |
| Private Trust Co. NA | 0.08% | Add +2.5% | 2,337 | $820K |
| Houlihan Financial Resource Group, Ltd. | 0.34% | No change | 2,324 | $816K |
| Cobblestone Capital Advisors LLC | 0.04% | No change | 2,310 | $811K |
| Cyndeo Wealth Partners, LLC | 0.05% | No change | 2,305 | $809K |
| &partners | 0.01% | Add +64.9% | 2,277 | $799K |
| Affinity Capital Advisors, LLC | 0.14% | Reduce -12.7% | 2,262 | $794K |
| Martin Capital Advisors, LLP | 0.52% | No change | 2,260 | $793K |
| QRG Capital Management, Inc. | 0.01% | Add +44.8% | 2,258 | $793K |
| USA Financial Formulas | 0.13% | Reduce -15.8% | 2,246 | $788K |
| Journey Strategic Wealth LLC | 0.03% | Reduce -16.0% | 2,210 | $776K |
| Norden Group LLC | 0.08% | No change | 2,194 | $770K |
| FWG Holdings, LLC | 0.36% | No change | 2,135 | $766K |
| Destiny Wealth Partners, LLC | 0.10% | New | 2,154 | $756K |
| Hollencrest Capital Management | 0.03% | No change | 2,116 | $743K |
| Dempze Nancy E | 0.43% | No change | 2,102 | $738K |
| Evergreen Capital Management LLC | 0.02% | No change | 2,097 | $736K |
| Burns J W & Co. Inc. | 0.09% | Reduce -1.1% | 2,085 | $732K |
| Brown Wealth Management, LLC | 0.23% | Add +0.1% | 2,065 | $725K |
| Sightline Wealth Advisors, LLC | 0.35% | Add +0.2% | 2,052 | $720K |
| Kesler, Norman & Wride, LLC | 0.13% | New | 2,040 | $716K |
| Choreo, LLC | 0.01% | Reduce -2.2% | 2,020 | $709K |
| LGT Financial Advisors LLC | 1.79% | Add +0.3% | 2,013 | $707K |
| Plante Moran Financial Advisors, LLC | 0.05% | Add +305.3% | 2,006 | $704K |
| Harbor Advisors LLC | 0.11% | No change | 2,000 | $702K |
| Bokf, NA | 0.01% | No change | 2,000 | $702K |
| Collaborative Wealth Managment Inc. | 0.31% | No change | 1,999 | $702K |
| Facet Wealth, Inc. | 0.02% | No change | 1,940 | $696K |
| Scotia Capital Inc. | 0.00% | Reduce -2.1% | 1,976 | $694K |
| Harbor Investment Advisory, LLC | 0.06% | No change | 1,971 | $692K |
| Avantax Planning Partners, Inc. | 0.02% | Add +0.1% | 1,954 | $686K |
| Brooklyn Investment Group | 0.09% | New | 1,940 | $681K |
| Maridea Wealth Management LLC | 0.18% | Reduce -88.4% | 1,931 | $678K |
| Topsail Wealth Management, LLC | 0.12% | No change | 1,931 | $678K |
| Oxbow Advisors, LLC | 0.08% | Reduce -8.4% | 1,929 | $677K |
| Ironwood Wealth Management, LLC. | 0.25% | Reduce -36.8% | 1,925 | $676K |
| Sentinel Wealth Management, Inc. | 0.63% | — | 1,906 | $669K |
| William Mack & Associates, Inc. | 0.42% | Add +3.5% | 1,899 | $667K |
| Waypoint Wealth Partners Inc. | 0.16% | No change | 1,895 | $665K |
| Joel Isaacson & Co., LLC | 0.03% | Add +0.1% | 1,893 | $664K |
| Perigon Wealth Management, LLC | 0.02% | Add +0.1% | 1,891 | $664K |
| MSH Capital Advisors LLC | 0.19% | Reduce -6.5% | 1,887 | $662K |
| BostonPremier Wealth LLC | 0.37% | Add +0.3% | 1,882 | $660K |
| SlateStone Wealth, LLC | 0.06% | Reduce -20.3% | 1,868 | $656K |
| Climber Capital SA | 0.41% | No change | 1,835 | $641K |
| RKL Wealth Management LLC | 0.06% | Add +0.2% | 1,805 | $634K |
| Armbruster Capital Management, Inc. | 0.11% | Add +8.2% | 1,801 | $632K |
| Mason & Associates, LLC | 0.16% | Reduce -13.5% | 1,788 | $628K |
| Ellis Investment Partners, LLC | 0.12% | Add +0.1% | 1,783 | $626K |
| Foster Group, Inc. | 0.02% | No change | 1,712 | $601K |
| Fiduciary Alliance LLC | 0.04% | New | 1,700 | $597K |
| MTM Investment Management, LLC | 0.20% | Reduce -3.7% | 1,695 | $595K |
| Ashton Thomas Private Wealth, LLC | 0.02% | Reduce -2.8% | 1,683 | $591K |
| TD Private Client Wealth LLC | 0.01% | Add +398.5% | 1,670 | $586K |
| Burke & Herbert Bank & Trust Co. | 0.13% | No change | 1,668 | $585K |
| McLean Asset Management Corp | 0.15% | Add +115.8% | 1,651 | $583K |
| VERITY Wealth Advisors | 0.39% | No change | 1,651 | $580K |
| Forum Financial Management, LP | 0.01% | Add +0.3% | 1,639 | $575K |
| 1900 Wealth Management LLC | 0.04% | Reduce -4.3% | 1,615 | $567K |
| Poinciana Advisors Group, LLC | 0.51% | No change | 1,601 | $562K |
| Pathway Financial Advisors LLC | 0.08% | No change | 1,600 | $562K |
| Rehmann Capital Advisory Group | 0.03% | Add +1.1% | 1,591 | $559K |
| Boston Trust Walden Corp | 0.00% | No change | 1,590 | $558K |
| Wealth Effects LLC | 0.21% | No change | 1,569 | $551K |
| Ferguson Wellman Capital Management, Inc. | 0.01% | No change | 1,560 | $548K |
| Bradley & Co. Private Wealth Management, LLC | 0.33% | No change | 1,557 | $547K |
| HM Payson & Co. | 0.01% | Reduce -7.9% | 1,550 | $544K |
| Oppenheimer & Co. Inc. | 0.01% | New | 1,550 | $544K |
| Moloney Securities Asset Management, LLC | 0.07% | No change | 1,532 | $538K |
| RVW Wealth, LLC | 0.05% | Add +4.0% | 1,522 | $534K |
| Mayflower Financial Advisors, LLC | 0.07% | No change | 1,521 | $534K |
| Mullaney, Keating & Wright, Inc. | 0.35% | No change | 1,516 | $532K |
| Fulton Breakefield Broenniman LLC | 0.04% | Reduce -18.9% | 1,507 | $529K |
| Mitchell Sinkler & Starr | 0.25% | No change | 1,500 | $527K |
| Midland Wealth Advisors, LLC | 0.03% | No change | 1,487 | $522K |
| 17 Capital Partners, LLC | 0.30% | Add +10.6% | 1,479 | $519K |
| Prospera Financial Services Inc | 0.01% | Add +1.7% | 1,463 | $517K |
| Kingsview Wealth Management, LLC | 0.01% | Reduce -7.9% | 1,451 | $509K |
| PrairieView Partners, LLC | 0.05% | No change | 1,446 | $507K |
| Benjamin Edwards Inc. | 0.01% | Add +84.8% | 1,434 | $503K |
| May Hill Capital, LLC | 0.17% | No change | 1,430 | $502K |
| Global Retirement Partners, LLC | 0.01% | — | 1,410 | $495K |
| Evanson Asset Management, LLC | 0.03% | No change | 1,406 | $494K |
| Veracity Capital LLC | 0.17% | Add +2.5% | 1,401 | $492K |
| Haverford Trust Co | 0.00% | No change | 1,400 | $491K |
| Camden National Bank | 0.07% | Reduce -49.7% | 1,390 | $488K |
| Blue Chip Partners, LLC | 0.04% | Add +0.2% | 1,377 | $483K |
| Core Wealth Management, Inc. | 0.17% | No change | 1,377 | $483K |
| Burt Wealth Advisors | 0.11% | No change | 1,364 | $479K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | No change | 1,352 | $475K |
| Ackerman Asset Management, LLC | 0.38% | No change | 1,350 | $474K |
| NorthCoast Asset Management LLC | 0.00% | No change | 1,343 | $471K |
| Linscomb Wealth, Inc. | 0.02% | Reduce -2.6% | 1,331 | $467K |
| Diversified Trust Co. | 0.01% | Reduce -1.7% | 1,328 | $466K |
| Meridian Wealth Management, LLC | 0.02% | No change | 1,322 | $464K |
| Grey Fox Wealth Advisors, LLC | 0.11% | No change | 1,318 | $463K |
| Detalus Advisors, LLC | 0.13% | No change | 1,314 | $461K |
| Dana Investment Advisors, Inc. | 0.02% | Reduce -37.4% | 1,308 | $459K |
| Greenhouse Wealth Management, LLC | 0.30% | New | 1,312 | $458K |
| CM Wealth Advisors LLC | 0.13% | Reduce -55.7% | 1,271 | $446K |
| SVB Wealth LLC | 0.02% | New | 1,271 | $446K |
| CWA Asset Management Group, LLC | 0.02% | Reduce -30.2% | 1,242 | $436K |
| Noesis Capital Mangement Corp. | 0.08% | Reduce -3.5% | 1,241 | $436K |
| Farther Finance Advisors, LLC | 0.01% | Reduce -0.1% | 1,236 | $434K |
| Shakespeare Wealth Management, LLC | 0.12% | Reduce -2.4% | 1,232 | $433K |
| Crewe Advisors LLC | 0.06% | No change | 1,232 | $432K |
| Summit Financial Strategies, Inc. | 0.04% | No change | 1,232 | $432K |
| Mesirow Financial Investment Management, Inc. | 0.01% | Reduce -12.9% | 1,232 | $432K |
| Lion Street Advisors, LLC | 0.13% | No change | 1,225 | $430K |
| Apexium Financial, LP | 0.02% | No change | 1,213 | $426K |
| SOL Capital Management CO | 0.04% | No change | 1,210 | $425K |
| Auour Investments LLC | 0.15% | No change | 1,208 | $424K |
| First American Trust, FSB | 0.03% | Reduce -2.8% | 1,204 | $423K |
| Plancorp, LLC | 0.01% | Add +13.9% | 1,187 | $417K |
| Daymark Wealth Partners, LLC | 0.02% | Reduce -0.4% | 1,183 | $415K |
| Willow Creek Wealth Management Inc. | 0.04% | No change | 1,154 | $405K |
| Schmidt P J Investment Management Inc. | 0.07% | No change | 1,150 | $404K |
| Lyell Wealth Management, LP | 0.03% | No change | 1,150 | $404K |
| Robertson Stephens Wealth Management, LLC | 0.01% | Reduce -1.5% | 1,149 | $403K |
| Heck Capital Advisors, LLC | 0.03% | No change | 1,147 | $403K |
| Verus Capital Partners, LLC | 0.04% | No change | 1,139 | $400K |
| HBK Sorce Advisory LLC | 0.01% | No change | 1,136 | $399K |
| Global View Capital Management LLC | 0.13% | Reduce -14.9% | 1,135 | $398K |
| Fluent Financial, LLC | 0.16% | Add +0.5% | 1,127 | $396K |
| Accurate Wealth Management, LLC | 0.06% | No change | 1,108 | $395K |
| NorthRock Partners, LLC | 0.01% | Add +1300.0% | 1,120 | $393K |
| Revolve Wealth Partners, LLC | 0.05% | Add +0.2% | 1,108 | $389K |
| Ashford Advisors, LLC | 0.09% | Add +232.4% | 6,142 | $388K |
| Mather Group, Llc. | 0.00% | No change | 1,103 | $387K |
| James J. Burns & Company, LLC | 0.06% | No change | 1,100 | $386K |
| Magnolia Private Wealth, LLC | 0.30% | No change | 1,096 | $385K |
| Lauterbach Financial Advisors, LLC | 0.21% | No change | 1,095 | $385K |
| Principle Wealth Partners LLC | 0.02% | Add +54.4% | 1,087 | $382K |
| Pine Ridge Advisers LLC | 0.02% | No change | 1,083 | $380K |
| Spire Wealth Management | 0.01% | Reduce -22.7% | 1,070 | $376K |
| IFP Advisors, Inc | 0.01% | Add +1.1% | 1,069 | $375K |
| Alternative Investment Advisors, LLC. | 0.19% | Add +0.3% | 1,069 | $375K |
| Outlook Wealth Advisors, LLC | 0.10% | No change | 1,068 | $375K |
| Moneco Advisors, LLC | 0.03% | Add +0.1% | 1,057 | $371K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -66.8% | 1,053 | $370K |
| Chilton Capital Management LLC | 0.01% | Reduce -35.4% | 1,040 | $365K |
| Walled Lake Planning & Wealth Management, LLC | 0.12% | Add +0.8% | 1,039 | $365K |
| Rockwood Wealth Management, LLC | 0.03% | Add +0.1% | 1,038 | $364K |
| AE Wealth Management LLC | 0.00% | Add +15.9% | 1,023 | $359K |
| ARS Wealth Advisors Group, LLC | 0.04% | No change | 1,015 | $356K |
| Eldridge Investment Advisors, Inc. | 0.07% | No change | 1,009 | $354K |
| Betterment LLC | 0.00% | Reduce -13.3% | 1,007 | $353K |
| Biltmore Family Office, LLC | 0.06% | No change | 1,005 | $353K |
| Gould Capital, LLC | 0.24% | Reduce -2.1% | 1,004 | $352K |
| Wealth Management Associates, Inc. | 0.14% | No change | 1,000 | $351K |
| Capital Advisors Wealth Management, LLC | 0.06% | No change | 1,000 | $351K |
| Manchester Capital Management LLC | 0.05% | No change | 1,000 | $351K |
| LM Advisors LLC | 0.05% | No change | 1,000 | $351K |
| Patten Group, Inc. | 0.07% | Reduce -0.5% | 992 | $348K |
| GLOBALT Investments LLC / GA | 0.01% | Reduce -31.9% | 988 | $347K |
| Legacy Capital Group California, Inc. | 0.10% | No change | 987 | $346K |
| Versant Capital Management, Inc | 0.05% | Add +0.2% | 985 | $346K |
| N.E.W. Advisory Services LLC | 0.03% | No change | 982 | $345K |
| Jacobs & Co. | 0.03% | No change | 982 | $344K |
| Two Sigma Securities, LLC | 0.04% | New | 978 | $343K |
| DT Investment Partners, LLC | 0.03% | No change | 975 | $342K |
| Members Trust Co | 0.01% | No change | 975 | $342K |
| Altiora Financial Group, LLC | 0.07% | No change | 967 | $339K |
| Cornerstone Capital, Inc. | 0.04% | Reduce -19.7% | 959 | $337K |
| Regions Financial Corp. | 0.00% | No change | 957 | $336K |
| Capital Squared Financial LLC | 0.39% | — | 952 | $334K |
| Harbour Investments, Inc. | 0.01% | No change | 951 | $334K |
| Merit Financial Group, LLC | 0.00% | Add +29.2% | 942 | $330K |
| Perennial Investment Advisors, LLC | 0.03% | Reduce -12.6% | 919 | $323K |
| Thomasville National Bank | 0.02% | No change | 919 | $323K |
| Promus Capital, LLC | 0.21% | No change | 918 | $322K |
| Tribridge Partners Financial LLC | 0.19% | — | 918 | $322K |
| Nwam LLC | 0.02% | No change | 908 | $320K |
| Reynders McVeigh Capital Management, LLC | 0.02% | Reduce -18.2% | 901 | $316K |
| Davidson Investment Advisors | 0.01% | No change | 900 | $316K |
| Eclectic Associates Inc. | 0.07% | Reduce -7.0% | 897 | $315K |
| AdvisorNet Financial, Inc | 0.02% | Add +0.2% | 891 | $313K |
| Schorn Wealth LLC | 0.10% | Add +0.2% | 878 | $308K |
| Tritonpoint Wealth, LLC | 0.03% | Add +6.3% | 878 | $308K |
| Schnieders Capital Management LLC | 0.05% | No change | 864 | $303K |
| Legacy Financial Advisors, Inc. | 0.05% | No change | 849 | $298K |
| Salomon & Ludwin, LLC | 0.03% | Reduce -9.4% | 843 | $298K |
| StoneX Group Inc. | 0.01% | Add +5.8% | 839 | $295K |
| GPS Wealth Strategies Group, LLC | 0.03% | Reduce -5.8% | 824 | $289K |
| Tepp RIA, LLC | 0.37% | Reduce -22.9% | 819 | $287K |
| Bingham Private Wealth, LLC | 0.27% | No change | 819 | $287K |
| Francis Financial, Inc. | 0.07% | No change | 803 | $282K |
| Alpine Bank Wealth Management | 0.04% | No change | 800 | $281K |
| Fifth Third Wealth Advisors LLC | 0.01% | Reduce -39.3% | 788 | $277K |
| Sebold Capital Management, Inc. | 0.17% | Reduce -2.2% | 784 | $275K |
| Frisch Financial Group, Inc. | 0.07% | No change | 783 | $275K |
| Silverlake Wealth Management LLC | 0.08% | No change | 783 | $275K |
| Prosperity Financial Group, Inc. | 0.12% | No change | 783 | $275K |
| Beacon Investment Advisory Services, Inc. | 0.01% | No change | 777 | $273K |
| Summit Place Financial Advisors, LLC | 0.14% | No change | 775 | $272K |
| Thrivent Financial for Lutherans | 0.00% | Add +0.3% | 776 | $272K |
| Ahl Investment Management, Inc. | 0.18% | No change | 768 | $270K |
| Hancock Whitney Corp. | 0.01% | New | 768 | $270K |
| T. Rowe Price Associates Inc. | 0.00% | No change | 764 | $269K |
| Anchor Investment Management, LLC | 0.02% | Add +0.1% | 765 | $269K |
| Cape Ann Savings Bank | 0.16% | No change | 755 | $265K |
| RMR Wealth Builders | 0.02% | Add +0.1% | 754 | $265K |
| RIA Advisory Group LLC | 0.08% | Reduce -1.1% | 750 | $263K |
| Burling Wealth Partners, LLC | 0.05% | No change | 750 | $263K |
| Van Hulzen Asset Management, LLC | 0.02% | Reduce -6.4% | 741 | $260K |
| M3 Advisory Group, LLC | 0.18% | New | 738 | $259K |
| Howe & Rusling Inc. | 0.02% | Reduce -18.6% | 737 | $259K |
| Investmark Advisory Group LLC | 0.12% | No change | 735 | $258K |
| Auxano Advisors, LLC | 0.06% | No change | 735 | $258K |
| Sapient Capital LLC | 0.00% | No change | 734 | $258K |
| Cannon Financial Strategists, Inc. | 0.04% | No change | 723 | $254K |
| Strategic Financial Concepts, LLC | 0.04% | Reduce -2.7% | 716 | $251K |
| Flagship Harbor Advisors, LLC | 0.01% | No change | 713 | $250K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Reduce -68.7% | 710 | $249K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | No change | 710 | $249K |
| Meritage Portfolio Management | 0.02% | No change | 709 | $249K |
| Empire Financial Management Company, LLC | 0.07% | Reduce -2.5% | 708 | $249K |
| Bawa N Mallick Trust | 0.10% | No change | 700 | $246K |
| Centurion Wealth Management LLC | 0.07% | New | 700 | $246K |
| Acropolis Investment Management, LLC | 0.01% | No change | 700 | $246K |
| First Citizens Bank & Trust Co. | 0.00% | Reduce -11.6% | 696 | $244K |
| Campion Asset Management | 0.18% | Reduce -1.1% | 694 | $244K |
| Summit Wealth Group LLC / Co. | 0.06% | — | 686 | $241K |
| Canopy Partners, LLC | 0.09% | No change | 682 | $239K |
| Uptick Partners, LLC | 0.07% | No change | 682 | $239K |
| Cadence Bank | 0.02% | No change | 682 | $239K |
| Titleist Asset Management, LLC | 0.02% | No change | 681 | $239K |
| Naviter Wealth, LLC | 0.03% | No change | 680 | $239K |
| Grant Street Asset Management, Inc. | 0.05% | Reduce -2.3% | 680 | $239K |
| Florida Trust Wealth Management Co | 0.01% | No change | 675 | $237K |
| Ascentis Independent Advisors | 0.04% | Reduce -5.3% | 674 | $237K |
| Knightsbridge Asset Management, LLC | 0.05% | New | 668 | $234K |
| Cim Investment Management Inc. | 0.04% | Reduce -53.1% | 668 | $234K |
| Marquette Asset Management, LLC | 0.04% | No change | 661 | $232K |
| Philip James Wealth Mangement, LLC | 0.03% | Add +0.3% | 661 | $232K |
| CRA Financial Services, LLC | 0.04% | No change | 660 | $232K |
| CFO4Life Group, LLC | 0.04% | Reduce -20.0% | 659 | $231K |
| One Charles Private Wealth Services, LLC | 0.06% | No change | 657 | $231K |
| KPP Advisory Services LLC | 0.04% | New | 654 | $230K |
| Meridian Wealth Partners, LLC | 0.03% | No change | 650 | $228K |
| Rezny Wealth Management, Inc. | 0.06% | No change | 650 | $228K |
| Rockland Trust Co. | 0.01% | No change | 650 | $228K |
| Birch Hill Investment Advisors LLC | 0.01% | No change | 650 | $228K |
| Williams Jones Wealth Management, LLC. | 0.00% | New | 650 | $228K |
| LJI Wealth Management, LLC | 0.04% | New | 647 | $227K |
| Private Wealth Management Group, LLC | 0.08% | No change | 645 | $226K |
| OneDigital Investment Advisors LLC | 0.00% | No change | 635 | $223K |
| SwitchPoint Financial Planning, LLC | 0.18% | No change | 634 | $223K |
| Pacific Center for Financial Services | 0.06% | No change | 630 | $221K |
| First Command Advisory Services, Inc. | 0.00% | Reduce -7.5% | 629 | $221K |
| Penobscot Investment Management Company, Inc. | 0.02% | New | 626 | $220K |
| Parsons Capital Management Inc. | 0.01% | New | 625 | $219K |
| Atlantic Union Bankshares Corp | 0.01% | New | 624 | $219K |
| Granite FO LLC | 0.12% | No change | 612 | $215K |
| Partners in Financial Planning | 0.04% | New | 611 | $214K |
| ICONIQ Capital, LLC | 0.00% | New | 603 | $212K |
| Creative Financial Designs Inc. | 0.02% | New | 601 | $211K |
| Tudor Investment Corporation | 0.00% | New | 601 | $211K |
| Diversify Advisory Services, LLC | 0.01% | New | 576 | $210K |
| Wayfinding Financial, LLC | 0.09% | No change | 584 | $209K |
| Alpha Cubed Investments, LLC | 0.01% | New | 594 | $208K |
| Rothschild Investment LLC | 0.01% | No change | 593 | $208K |
| Union Savings Bank | 0.10% | No change | 578 | $207K |
| Newton One Investments LLC | 0.06% | Add +0.2% | 583 | $205K |
| Mutual Advisors, LLC | 0.01% | New | 562 | $204K |
| Apollon Wealth Management, LLC | 0.00% | New | 580 | $204K |
| Procyon Advisors, LLC | 0.02% | Reduce -74.5% | 575 | $202K |
| Strategic Advocates LLC | 0.06% | New | 574 | $201K |
| Earned Wealth Advisors, LLC | 0.04% | New | 573 | $201K |
| Duncker Streett & Co. Inc. | 0.04% | No change | 560 | $197K |
| Albion Financial Group | 0.01% | No change | 558 | $196K |
| MCF Advisors LLC | 0.01% | No change | 550 | $193K |
| Parallel Advisors, LLC | 0.00% | Add +232.9% | 546 | $192K |
| Elevation Point Wealth Partners, LLC | 0.01% | New | 533 | $187K |
| WealthShield Partners, LLC | 0.02% | Reduce -5.2% | 532 | $187K |
| Security National Bank | 0.03% | No change | 509 | $179K |
| Beaird Harris Wealth Management, LLC | 0.01% | No change | 504 | $177K |
| Grove Bank & Trust | 0.02% | No change | 500 | $176K |
| VSM Wealth Advisory, LLC | 0.06% | No change | 487 | $171K |
| Phillips Financial Management, LLC | 0.01% | No change | 473 | $166K |
| Key Financial Inc | 0.03% | No change | 472 | $166K |
| Signaturefd, LLC | 0.00% | Reduce -4.5% | 447 | $157K |
| Addison Advisors LLC | 0.04% | No change | 443 | $155K |
| Ritter Daniher Financial Advisory LLC / DE | 0.04% | No change | 435 | $153K |
| Parkside Financial Bank & Trust | 0.02% | No change | 421 | $148K |
| Financial Gravity Companies, Inc. | 0.03% | — | 413 | $145K |
| Prestige Wealth Management Group LLC | 0.03% | Add +0.3% | 403 | $142K |
| Tsfg, LLC | 0.03% | No change | 400 | $140K |
| Realta Investment Advisors | 0.05% | No change | 395 | $139K |
| Pittenger & Anderson Inc. | 0.01% | Reduce -1.3% | 395 | $139K |
| TFC Financial Management, Inc. | 0.02% | No change | 375 | $132K |
| Kilter Group LLC | 0.07% | New | 370 | $130K |
| Gallagher Fiduciary Advisors, LLC | 0.00% | Add +31808.4% | 988,203 | $124K |
| Optimum Investment Advisors | 0.05% | No change | 350 | $123K |
| Golden State Wealth Management, LLC | 0.01% | Reduce -23.2% | 345 | $121K |
| Abound Wealth Management | 0.03% | No change | 343 | $120K |
| Salem Investment Counselors Inc. | 0.00% | Reduce -1.5% | 325 | $114K |
| Cape Investment Advisory, Inc. | 0.04% | Add +0.3% | 303 | $106K |
| Front Row Advisors LLC | 0.04% | No change | 300 | $105K |
| NWK Group, Inc. | 0.04% | No change | 293 | $103K |
| one8zero8, LLC | 0.02% | No change | 290 | $102K |
| Strategic Wealth Partners, Ltd. | 0.01% | — | 289 | $101K |
| Rowlandmiller & Partners.adv | 0.02% | New | 285 | $100K |
| Cranbrook Wealth Management, LLC | 0.02% | No change | 275 | $97K |
| Concord Wealth Partners | 0.01% | Add +0.4% | 262 | $92K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -6.4% | 248 | $87K |
| JNBA Financial Advisors | 0.01% | Add +24.4% | 240 | $84K |
| Tower View Wealth Management LLC | 0.04% | Reduce -3.6% | 239 | $84K |
| Founders Financial Alliance, LLC | 0.02% | Reduce -1.7% | 236 | $83K |
| Bangor Savings Bank | 0.01% | No change | 225 | $79K |
| Millstone Evans Group, LLC | 0.05% | No change | 208 | $73K |
| Centennial Bank | 0.03% | Add +340.4% | 207 | $73K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | New | 200 | $70K |
| Pflug Koory, LLC | 0.04% | Add +0.5% | 198 | $69K |
| Copia Wealth Management | 0.06% | No change | 192 | $67K |
| Center for Financial Planning, Inc. | 0.01% | Add +214.3% | 176 | $62K |
| Beacon Capital Management, LLC | 0.01% | Add +96.6% | 175 | $62K |
| Legacies Wealth LLC | 0.04% | No change | 175 | $61K |
| Delta Asset Management LLC | 0.01% | Reduce -9.2% | 167 | $59K |
| Silicon Valley Capital Partners | 0.01% | Add +0.6% | 167 | $59K |
| Federated Hermes, Inc. | 0.00% | Reduce -96.7% | 160 | $56K |
| Blue Trust, Inc. | 0.00% | Add +6.8% | 157 | $55K |
| ORG Partners LLC | 0.01% | No change | 152 | $53K |
| 1620 Investment Advisors, Inc. | 0.04% | Reduce -25.3% | 148 | $52K |
| Tidemark, LLC | 0.02% | No change | 148 | $52K |
| Ballast Advisors LLC | 0.01% | No change | 141 | $50K |
| Atlantic Private Wealth, LLC | 0.03% | No change | 140 | $49K |
| Garde Capital, Inc. | 0.00% | No change | 138 | $48K |
| Team Financial Group, LLC | 0.02% | New | 131 | $46K |
| Sunbelt Securities, Inc. | 0.00% | Reduce -3.5% | 136 | $45K |
| Horizons Wealth Management | 0.03% | No change | 122 | $43K |
| London Co. of Virginia | 0.00% | Reduce -47.6% | 121 | $43K |
| Financial Connections Group, Inc. | 0.02% | No change | 120 | $42K |
| Hughes Financial Services, LLC | 0.01% | No change | 108 | $39K |
| Glass Jacobson Investment Advisors llc | 0.01% | Reduce -51.3% | 110 | $39K |
| Principal Securities, Inc. | 0.00% | Add +1.9% | 110 | $39K |
| Monetary Management Group Inc. | 0.01% | No change | 100 | $35K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 100 | $35K |
| Lanark Financial, Inc. | 0.00% | No change | 100 | $35K |
| Caldwell Trust Co | 0.00% | No change | 98 | $34K |
| Washington Trust Advisors, Inc. | 0.00% | No change | 93 | $33K |
| Park Place Capital Corp | 0.01% | No change | 90 | $32K |
| Breakwater Investment Management | 0.01% | No change | 83 | $29K |
| Proathlete Wealth Management LLC | 0.01% | New | 76 | $27K |
| 2UniFi Bank | 0.01% | No change | 75 | $26K |
| Game Plan Financial Advisors, LLC | 0.01% | No change | 75 | $26K |
| Arlington Trust Co LLC | 0.01% | No change | 75 | $26K |
| Activest Wealth Management | 0.01% | No change | 73 | $26K |
| JDM Financial Group LLC | 0.01% | No change | 73 | $26K |
| Christopher J. Hasenberg, Inc | 0.01% | Reduce -99.9% | 70 | $25K |
| Motco | 0.00% | No change | 68 | $24K |
| FWL Investment Management, LLC | 0.01% | No change | 60 | $21K |
| Coston, McIsaac & Partners | 0.01% | No change | 59 | $20K |
| Elevate Wealth Advisory, Inc. | 0.01% | No change | 56 | $20K |
| Cardiff Park Advisors, LLC | 0.00% | Reduce -49.5% | 55 | $19K |
| CNB Bank | 0.01% | No change | 50 | $18K |
| Financial Perspectives, Inc | 0.01% | No change | 50 | $18K |
| Operose Advisors LLC | 0.00% | No change | 49 | $17K |
| Glassman Wealth Services | 0.00% | No change | 49 | $17K |
| Oakworth Capital, Inc. | 0.00% | No change | 44 | $15K |
| National Bank of Canada | 0.00% | No change | 43 | $15K |
| Trust Co | 0.00% | Add +3.0% | 34 | $12K |
| Cornerstone Planning Group LLC | 0.00% | No change | 32 | $12K |
| Frazier Financial Advisors, LLC | 0.01% | No change | 31 | $11K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | No change | 30 | $11K |
| Glen Eagle Advisors, LLC | 0.00% | No change | 30 | $11K |
| Delos Wealth Advisors, LLC | 0.01% | New | 28 | $10K |
| Mb, Levis & Associates, LLC | 0.00% | No change | 26 | $9K |
| GW&K Investment Management, LLC | 0.00% | No change | 14 | $5K |
| WealthTrak Capital Management LLC | 0.00% | No change | 13 | $5K |
| Armor Investment Advisors, LLC | 0.00% | No change | 11 | $4K |
| Wolff Wiese Magana LLC | 0.00% | No change | 10 | $4K |
| Morris Financial Concepts, Inc. | 0.00% | No change | 10 | $4K |
| Bfsg, LLC | 0.00% | No change | 9 | $3K |
| Silver Oak Securities, Incorporated | 0.00% | No change | 5 | $2K |
| Strategic Wealth Investment Group, LLC | 0.00% | New | 1 | $351 |
| Aventura Private Wealth, LLC | 0.00% | No change | 1 | $351 |
| Nemes Rush Group LLC | 0.00% | Reduce -75.0% | 1 | $351 |
| POM Investment Strategies, LLC | 0.00% | No change | 1 | $343 |
"% of holder's portfolio" is IWV's weight in each manager's 13F, not the share of iShares Russell 3000 ETF the manager owns.