iShares Russell 3000 ETFIWVETF
13F holders, Q1 2026 (March 31)870holders −28
36new positions
56sold out
4famous investors
$358.19avg. 13F price*
At the end of Q1 2026, 870 institutions reported holding iShares Russell 3000 ETF (IWV) in their 13F filings, down 28 from Q4 2025. 36 opened new positions and 56 sold out. The largest holders were SCS Capital Management LLC ($691.6M), BlackRock, Inc. ($667.2M) and Goldman Sachs Group Inc. ($630.8M). 4 famous investors held it, including Joel Greenblatt (0.3% of Gotham Asset Management's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- iShares Russell 3000 ETF
- CUSIP
- 464287689
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 36 | $209.1M |
| Exits | 56 | $71.9M |
All 13F filers, Q4 2025 → Q1 2026: 3,344,319 shares bought and 3,013,068 shares sold, net +331,251 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 870 holders
| SCS Capital Management LLC | 7.33% | Reduce -0.5% | 1,865,658 | $691.6M |
| BlackRock, Inc. | 0.01% | Add +24.1% | 1,799,933 | $667.2M |
| Goldman Sachs Group Inc. | 0.08% | Add +11.3% | 1,701,803 | $630.8M |
| Morgan Stanley | 0.03% | Add +2.6% | 1,317,743 | $488.5M |
| Northern Trust Corp. | 0.05% | Reduce -2.0% | 998,905 | $370.3M |
| Bank of America Corp. | 0.03% | Add +11.4% | 923,534 | $342.3M |
| American Family Investments, Inc. | 8.22% | Add +210.4% | 843,738 | $312.8M |
| Pitcairn Wealth Advisors LLC | 18.07% | Reduce -0.8% | 507,490 | $196.3M |
| UNC Management Company, Inc. | 11.94% | Add +0.2% | 527,834 | $195.7M |
| JPMorgan Chase & Co. | 0.01% | Add +0.3% | 475,713 | $171.2M |
| LPL Financial LLC | 0.05% | Reduce -8.6% | 457,350 | $169.5M |
| Ameriprise Financial Inc. | 0.03% | Reduce -5.8% | 398,978 | $148.0M |
| FMR LLC | 0.01% | Reduce -1.6% | 387,948 | $143.8M |
| Focus Partners Wealth | 0.15% | Reduce -1.1% | 360,403 | $133.6M |
| Evensky & Katz LLC | 7.19% | Reduce -1.5% | 340,805 | $126.3M |
| Bank of New York Mellon Corp | 0.02% | Reduce -3.5% | 338,628 | $125.5M |
| PNC Financial Services Group, Inc. | 0.07% | Reduce -3.0% | 335,776 | $124.5M |
| HighTower Advisors, LLC | 0.13% | Add +1.8% | 318,216 | $118.0M |
| UBS Group AG | 0.02% | Reduce -22.5% | 296,201 | $109.8M |
| TLWM | 19.65% | Add +4.6% | 294,238 | $109.1M |
| Gotham Asset Management | 0.33% | New | 288,620 | $107.0M |
| Mercer Global Advisors Inc. | 0.15% | Add +1.2% | 275,736 | $102.2M |
| Lido Advisors, LLC | 0.40% | Reduce -0.3% | 274,951 | $101.9M |
| Wells Fargo & Company | 0.02% | Reduce -14.6% | 252,360 | $93.5M |
| Sentinel Trust Co. Lba | 8.95% | Reduce -0.5% | 242,928 | $90.0M |
| Corient Private Wealth LP | 0.12% | Add +0.9% | 226,096 | $83.0M |
| Bricktown Capital, LLC | 16.24% | Add +10.4% | 222,495 | $82.5M |
| Blair William & Co. | 0.21% | Reduce -2.2% | 194,240 | $72.0M |
| Ieq Capital, LLC | 0.30% | Add +0.0% | 174,759 | $64.8M |
| GM Advisory Group, LLC | 2.47% | Reduce -2.4% | 173,146 | $64.2M |
| Geneos Wealth Management Inc. | 1.47% | Add +8.7% | 170,528 | $63.2M |
| Stephens Inc. | 0.76% | Add +4.5% | 164,161 | $60.9M |
| Captrust Financial Advisors | 0.11% | Reduce -34.8% | 163,610 | $60.6M |
| Brown Advisory Inc. | 0.10% | Add +0.4% | 160,437 | $59.5M |
| Bank of Nova Scotia | 0.10% | No change | 159,700 | $59.2M |
| Davis R M Inc. | 1.05% | No change | 159,675 | $59.2M |
| Raymond James Financial Inc. | 0.02% | Add +11.1% | 156,157 | $57.9M |
| Calamos Wealth Management LLC | 1.99% | Reduce -2.2% | 153,920 | $57.1M |
| Calamos Advisors LLC | 0.30% | New | 153,920 | $57.1M |
| Waverly Advisors, LLC | 0.42% | Reduce -1.5% | 149,844 | $55.5M |
| Cetera Investment Advisers | 0.06% | Reduce -3.1% | 149,242 | $55.3M |
| Fifth Third Bancorp | 0.10% | Add +118.6% | 146,638 | $54.4M |
| Commerce Bank | 0.26% | Add +0.4% | 145,398 | $53.9M |
| Franklin Resources Inc. | 0.01% | Add +6.7% | 144,141 | $53.4M |
| Proficio Capital Partners LLC | 2.85% | Reduce -6.4% | 143,682 | $53.3M |
| Beacon Pointe Advisors, LLC | 0.28% | Reduce -18.8% | 141,446 | $52.4M |
| Ballentine Partners, LLC | 0.72% | Add +5.5% | 138,977 | $51.5M |
| FFT Wealth Management LLC | 9.26% | Add +0.9% | 137,902 | $51.1M |
| Mill Creek Capital Advisors, LLC | 0.99% | Add +1.5% | 130,652 | $48.4M |
| Cresset Asset Management, LLC | 0.20% | Add +8.3% | 127,395 | $47.2M |
| Cerity Partners LLC | 0.07% | Add +397.9% | 124,611 | $46.2M |
| Wind River Trust Co | 17.34% | No change | 124,042 | $46.0M |
| AQR Capital Management | 0.02% | Add +18.3% | 122,656 | $45.5M |
| Caprock Group, LLC | 1.09% | Reduce -3.6% | 120,726 | $44.8M |
| Bessemer Group Inc. | 0.07% | Reduce -20.6% | 114,847 | $42.6M |
| Jones Financial Companies LLLP | 0.02% | Add +11.4% | 115,291 | $41.7M |
| Pennington Partners & Co., LLC | 14.23% | Add +14.8% | 112,105 | $41.6M |
| Commonwealth Equity Services, LLC | 0.06% | Add +11.3% | 110,168 | $40.8M |
| AlphaCore Capital LLC | 0.94% | Reduce -3.4% | 106,552 | $39.5M |
| Clearstead Advisors, LLC | 0.35% | Add +1.7% | 103,739 | $38.5M |
| Osaic Holdings, Inc. | 0.05% | Add +0.3% | 98,969 | $36.7M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -15.7% | 95,511 | $35.4M |
| Tanglewood Wealth Management, Inc. | 2.87% | Add +24.9% | 93,323 | $34.6M |
| Mariner, LLC | 0.04% | Reduce -6.8% | 91,778 | $34.0M |
| Strategic Investment Management, LLC | 13.44% | Add +81.5% | 86,831 | $32.2M |
| Bank of Montreal | 0.01% | Reduce -8.3% | 81,209 | $30.1M |
| HB Wealth Management, LLC | 0.19% | Add +0.5% | 80,307 | $29.8M |
| Waldron Private Wealth LLC | 1.16% | Reduce -2.8% | 80,093 | $29.7M |
| Hantz Financial Services, Inc. | 0.45% | Reduce -2.9% | 80,025 | $29.7M |
| Provenance Wealth Advisors, LLC | 3.12% | Reduce -4.0% | 79,401 | $29.4M |
| Brooklyn FI, LLC | 6.06% | Add +14.6% | 77,859 | $28.9M |
| Brighton Jones LLC | 0.63% | New | 76,523 | $28.4M |
| Rockefeller Capital Management L.P. | 0.05% | Reduce -1.9% | 75,383 | $27.9M |
| Savant Capital, LLC | 0.13% | Add +8.8% | 74,289 | $27.5M |
| Great Diamond Partners, LLC | 5.15% | Reduce -2.5% | 72,135 | $26.7M |
| Nations Financial Group Inc, /Ia/ | 1.36% | Add +5.8% | 71,164 | $26.4M |
| Laird Norton Wetherby Trust Company, LLC | 0.57% | Reduce -1.4% | 70,889 | $26.3M |
| Finley Financial, LLC | 12.28% | Reduce -1.5% | 70,747 | $26.2M |
| Portfolio Strategies, Inc. | 3.21% | Reduce -1.1% | 70,321 | $26.1M |
| Epiq Partners, LLC | 12.03% | Add +7.5% | 67,551 | $25.0M |
| US Bancorp \de | 0.03% | Reduce -18.9% | 64,613 | $24.0M |
| Tiaa-Cref Individual & Institutional Services, LLC | 0.09% | — | 62,356 | $23.1M |
| Royal Bank of Canada | 0.00% | Reduce -48.4% | 61,046 | $22.6M |
| Trajan Wealth LLC | 0.89% | Add +1.8% | 59,173 | $21.9M |
| Stairway Partners, LLC | 1.12% | No change | 58,578 | $21.7M |
| Johnson Investment Counsel Inc. | 0.17% | Add +0.4% | 58,155 | $21.6M |
| Truepoint, Inc. | 0.48% | Reduce -0.8% | 58,119 | $21.5M |
| Diversified Portfolios, Inc. | 1.72% | Reduce -0.2% | 56,356 | $20.9M |
| Strategic Equity Management | 7.83% | Add +0.3% | 56,171 | $20.8M |
| Citizens Financial Group Inc. | 0.28% | Reduce -3.8% | 54,197 | $20.1M |
| Greenspring Advisors, LLC | 1.21% | Reduce -1.0% | 53,723 | $19.9M |
| Truist Financial Corp. | 0.03% | Add +1.6% | 52,108 | $19.3M |
| Compass Financial Group, Inc. | 8.47% | Reduce -1.7% | 50,701 | $18.8M |
| Forvis Mazars Wealth Advisors, LLC | 0.35% | Reduce -0.2% | 49,691 | $18.4M |
| Citigroup Inc. | 0.01% | Add +5.1% | 46,957 | $17.4M |
| Nepc LLC | 0.34% | Add +0.1% | 46,031 | $17.1M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Reduce -0.7% | 45,574 | $16.9M |
| KDK Private Wealth Management, LLC | 15.18% | Reduce -0.8% | 44,775 | $16.6M |
| Creative Planning | 0.01% | Add +7.0% | 44,596 | $16.5M |
| Balentine LLC | 0.65% | Reduce -6.3% | 43,843 | $16.3M |
| Embree Financial Group | 1.87% | Add +5.0% | 42,767 | $15.9M |
| Cwm, LLC | 0.04% | Add +1.9% | 42,590 | $15.8M |
| Crestwood Advisors Group, LLC | 0.27% | Add +0.1% | 42,543 | $15.8M |
| Fund Evaluation Group, LLC | 0.48% | No change | 42,519 | $15.8M |
| Moss Adams Wealth Advisors LLC | 1.14% | Reduce -14.4% | 41,931 | $15.5M |
| United Capital Financial Advisors, LLC | 0.10% | Reduce -3.5% | 41,907 | $15.5M |
| Wealthspire Advisors, LLC | 0.12% | Reduce -15.3% | 41,387 | $15.3M |
| First Horizon Corp. | 0.64% | No change | 41,229 | $15.3M |
| Kestra Advisory Services, LLC | 0.06% | Add +2.5% | 41,214 | $15.3M |
| Moneywise, Inc. | 6.52% | Add +1.9% | 40,287 | $14.9M |
| AlTi Global, Inc. | 0.32% | Add +0.3% | 40,027 | $14.8M |
| Whittier Trust Co. of Nevada Inc. | 0.29% | Reduce -22.8% | 37,982 | $14.3M |
| Hanover Advisors Inc. | 5.75% | Reduce -0.4% | 38,175 | $14.2M |
| Quantinno Capital Management LP | 0.02% | Add +5.9% | 37,377 | $13.9M |
| Ipswich Investment Management Co., Inc. | 3.21% | Reduce -3.9% | 36,841 | $13.7M |
| Wealth Enhancement Advisory Services, LLC | 0.03% | Reduce -14.9% | 35,929 | $13.4M |
| Roble, Belko & Company, Inc | 1.70% | No change | 36,119 | $13.4M |
| Allen Investment Management, LLC | 0.16% | No change | 35,131 | $13.0M |
| Tanager Wealth Management LLP | 1.26% | Reduce -4.7% | 35,098 | $13.0M |
| Whittier Trust Co. | 0.14% | Add +52.2% | 32,643 | $12.3M |
| JFS Wealth Advisors, LLC | 0.67% | Reduce -2.7% | 32,359 | $12.0M |
| Conservest Capital Advisors, Inc. | 1.05% | Reduce -9.6% | 31,204 | $11.6M |
| UMB Bank, n.a. | 0.15% | Reduce -2.8% | 29,938 | $11.1M |
| Partners Capital Investment Group, LLP | 0.42% | Add +0.2% | 29,907 | $11.1M |
| jvl associates llc | 3.62% | No change | 29,127 | $10.8M |
| Stifel Financial Corp. | 0.01% | Reduce -6.9% | 28,831 | $10.7M |
| Allspring Global Investments Holdings, LLC | 0.02% | Add +10.5% | 28,806 | $10.7M |
| One Day In July LLC | 0.85% | Add +11.4% | 28,673 | $10.6M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Add +13.9% | 28,457 | $10.5M |
| Post Resch Tallon Group Inc. | 8.51% | Add +4.1% | 28,077 | $10.5M |
| Alliancebernstein L.P. | 0.00% | Reduce -0.1% | 26,481 | $10.2M |
| Glenmede Trust Co. NA | 0.05% | Reduce -2.6% | 27,432 | $10.2M |
| Pathstone Holdings, LLC | 0.04% | Add +4.5% | 26,821 | $9.9M |
| BigSur Wealth Management LLC | 2.62% | Reduce -20.5% | 25,200 | $9.3M |
| CIBC Bancorp USA Inc. | 0.01% | — | 24,965 | $9.2M |
| Rebalance, LLC | 0.53% | Add +0.2% | 24,744 | $9.2M |
| Vanguard National Trust Co | 0.56% | — | 24,122 | $8.9M |
| Keybank National Association | 0.03% | Reduce -4.0% | 23,475 | $8.7M |
| Norris Perne & French LLP | 0.41% | No change | 22,880 | $8.5M |
| Brookstone Capital Management | 0.10% | Reduce -52.9% | 22,549 | $8.4M |
| LCNB Corp. | 2.80% | Add +5.6% | 22,498 | $8.3M |
| Advisory Services Network, LLC | 0.11% | Reduce -8.0% | 22,490 | $8.3M |
| Apella Capital, LLC | 0.12% | Reduce -22.8% | 20,496 | $8.3M |
| Circle Wealth Management, LLC | 0.12% | No change | 22,161 | $8.2M |
| St. Louis Trust Co | 0.94% | Reduce -0.5% | 21,771 | $8.1M |
| Fiduciary Trust Co | 0.10% | Reduce -5.5% | 21,755 | $8.1M |
| Wilmington Savings Fund Society, FSB | 0.19% | Reduce -0.4% | 21,412 | $7.9M |
| Baird Financial Group, Inc. | 0.01% | Add +4.5% | 21,355 | $7.9M |
| Cedar Wealth Management, LLC | 2.28% | Add +15.1% | 21,171 | $7.8M |
| Sheridan Capital Management, LLC | 4.07% | Add +0.3% | 20,850 | $7.7M |
| Citadel Advisors | 0.01% | Add +2700.0% | 20,468 | $7.6M |
| Mueller Wealth, LLC | 5.98% | Add +3.6% | 20,244 | $7.5M |
| Aspiriant, LLC | 0.21% | Reduce -19.0% | 19,857 | $7.4M |
| Arcus Capital Partners, LLC | 2.60% | Add +69.8% | 19,520 | $7.2M |
| Legacy Trust | 1.34% | Reduce -4.2% | 18,848 | $7.0M |
| Forte Asset Management LLC | 3.03% | Reduce -20.3% | 18,596 | $6.9M |
| Jordan Park Group LLC | 0.37% | No change | 18,515 | $6.9M |
| Anchyra Partners LLC | 2.08% | Add +45.7% | 18,457 | $6.8M |
| Chicago Partners Investment Group LLC | 0.15% | Add +12.9% | 16,863 | $6.8M |
| First National Bank of Omaha | 0.21% | Reduce -1.2% | 18,414 | $6.7M |
| West Paces Advisors Inc. | 1.28% | Reduce -0.4% | 17,861 | $6.6M |
| Elyxium Wealth, LLC | 2.11% | No change | 17,730 | $6.6M |
| New Republic Capital, LLC | 2.18% | Add +42.2% | 17,423 | $6.5M |
| Triune Financial Partners, LLC | 1.53% | Reduce -1.9% | 17,370 | $6.4M |
| Susquehanna International Group, LLP | 0.01% | Add +192.8% | 17,152 | $6.4M |
| WHI TRUST Co LLC | 4.77% | Reduce -3.2% | 17,078 | $6.3M |
| U.S. Capital Wealth Advisors, LLC | 0.16% | Reduce -4.5% | 16,955 | $6.3M |
| Winthrop Advisory Group LLC | 0.51% | Add +1.8% | 16,822 | $6.2M |
| BTC Capital Management, Inc. | 0.42% | No change | 16,691 | $6.2M |
| Xponance LLC | 0.04% | Add +220.4% | 16,599 | $6.2M |
| Gilbert & Cook, Inc. | 0.79% | Reduce -0.6% | 16,487 | $6.1M |
| NewEdge Advisors, LLC | 0.02% | Reduce -16.1% | 16,476 | $6.1M |
| EP Wealth Advisors, LLC | 0.03% | Reduce -6.0% | 16,103 | $6.0M |
| Sequoia Financial Advisors, LLC | 0.03% | Reduce -0.7% | 15,913 | $5.9M |
| Mission Wealth Management, LP | 0.12% | Reduce -1.1% | 15,688 | $5.8M |
| Halbert Hargrove Global Advisors, LLC | 0.28% | Reduce -13.2% | 15,454 | $5.7M |
| Summit Trail Advisors, LLC | 0.08% | Add +12.3% | 15,435 | $5.7M |
| Aries Wealth Management | 1.25% | No change | 15,294 | $5.7M |
| Midwest Professional Planners, LTD. | 1.31% | Add +2.3% | 15,060 | $5.6M |
| Curi Capital, LLC | 0.10% | Reduce -1.4% | 14,973 | $5.6M |
| Klingenstein Fields & Co. LP | 0.22% | Add +0.2% | 14,928 | $5.5M |
| Private Advisor Group, LLC | 0.03% | Add +0.9% | 14,690 | $5.4M |
| Cozad Asset Management Inc. | 0.43% | Add +0.6% | 14,686 | $5.4M |
| Ascent Wealth Partners, LLC | 0.63% | Reduce -14.3% | 14,599 | $5.4M |
| Cambridge Associates LLC /Ma/ | 0.09% | No change | 14,597 | $5.4M |
| MML Investors Services, LLC | 0.01% | Reduce -22.7% | 14,584 | $5.4M |
| Financial Council, LLC | 2.07% | Reduce -1.1% | 14,505 | $5.4M |
| Sowell Financial Services LLC | 0.19% | Add +3.6% | 14,031 | $5.2M |
| Silvercrest Asset Management Group LLC | 0.04% | Reduce -0.1% | 14,031 | $5.2M |
| William Howard & Co Financial Advisors Inc | 4.41% | Reduce -3.5% | 13,775 | $5.1M |
| Aquire Wealth Advisors, LLC | 1.31% | Reduce -0.0% | 13,398 | $5.0M |
| Greenline Partners, LLC | 0.53% | No change | 13,244 | $4.9M |
| Bleakley Financial Group, LLC | 0.08% | New | 13,210 | $4.9M |
| MPS Loria Financial Planners, LLC | 1.26% | Add +1.4% | 12,897 | $4.8M |
| Basecamp Wealth Advisors LLC | 0.99% | Add +0.2% | 12,894 | $4.8M |
| Lowe Brockenbrough & Co. Inc. | 0.23% | No change | 12,672 | $4.7M |
| Zacks Investment Management | 0.04% | Reduce -67.1% | 12,531 | $4.6M |
| Prime Capital Investment Advisors, LLC | 0.05% | Add +0.3% | 12,337 | $4.6M |
| BNP Paribas Financial Markets | 0.00% | Add +47.6% | 12,300 | $4.6M |
| Blue Fin Capital, Inc. | 0.74% | Reduce -0.1% | 12,156 | $4.5M |
| Simon Quick Advisors, LLC | 0.21% | Add +6.5% | 12,147 | $4.5M |
| Equitable Holdings, Inc. | 0.03% | Add +6.2% | 11,369 | $4.4M |
| Savvy Advisors, Inc. | 0.12% | Reduce -5.7% | 11,860 | $4.4M |
| Lutz Financial Services LLC | 0.30% | Reduce -2.6% | 11,854 | $4.4M |
| MAI Capital Management | 0.02% | Add +5.3% | 11,760 | $4.4M |
| Ironwood Investment Management LLC | 1.74% | Add +4.9% | 11,282 | $4.2M |
| Twin Focus Capital Partners, LLC | 0.48% | No change | 11,253 | $4.2M |
| Intelligence Driven Advisers, LLC | 0.73% | Reduce -4.9% | 11,249 | $4.2M |
| First Heartland Consultants, Inc. | 0.31% | Reduce -1.2% | 10,743 | $4.0M |
| Single Point Partners, LLC | 0.79% | Add +0.1% | 10,689 | $4.0M |
| Sax Wealth Advisors, LLC | 0.19% | No change | 10,148 | $3.9M |
| Chesapeake Wealth Management | 1.17% | Reduce -0.9% | 10,320 | $3.8M |
| Certuity, LLC | 0.25% | Add +0.2% | 10,279 | $3.8M |
| Norden Group LLC | 0.36% | Reduce -6.5% | 10,237 | $3.8M |
| McClarren Financial Advisors, Inc. | 2.23% | Add +56.8% | 10,154 | $3.8M |
| Mosaic Advisors LLC | 5.64% | Add +21.6% | 9,249 | $3.8M |
| Stratos Wealth Partners, LTD. | 0.04% | Add +0.6% | 9,983 | $3.7M |
| Sand Hill Global Advisors, LLC | 0.12% | Reduce -0.8% | 9,644 | $3.6M |
| Alesco Advisors, LLC, An ESL Co | 0.09% | No change | 9,608 | $3.6M |
| Zhang Financial LLC | 0.12% | Reduce -5.0% | 9,549 | $3.5M |
| Fort Washington Investment Advisors Inc. | 0.02% | No change | 9,405 | $3.5M |
| O'shaughnessy Asset Management, LLC | 0.02% | Reduce -55.4% | 9,368 | $3.5M |
| Institute for Wealth Management, LLC. | 0.37% | No change | 9,363 | $3.5M |
| Simmons Bank | 0.23% | Reduce -5.0% | 9,363 | $3.5M |
| Concurrent Investment Advisors, LLC | 0.04% | Reduce -90.4% | 9,136 | $3.4M |
| Tolleson Wealth Management, Inc. | 0.49% | No change | 9,066 | $3.4M |
| Cahill Financial Advisors Inc. | 0.36% | Add +0.0% | 9,026 | $3.3M |
| Family Office Research LLC | 1.45% | Reduce -0.3% | 9,015 | $3.3M |
| Lakeshore Financial Planning, Inc. | 1.20% | Reduce -2.3% | 8,897 | $3.3M |
| Foundation Wealth Management, LLC\PA | 1.15% | Add +0.1% | 8,775 | $3.3M |
| Integrated Wealth Concepts LLC | 0.03% | Add +105.0% | 8,667 | $3.2M |
| WASHINGTON TRUST Co | 0.11% | Reduce -6.6% | 8,637 | $3.2M |
| Wealthcare Capital Management LLC | 0.31% | No change | 8,434 | $3.1M |
| First Hawaiian Bank | 0.43% | Reduce -2.5% | 8,290 | $3.1M |
| BOK Financial Private Wealth, Inc. | 0.18% | Reduce -3.2% | 8,103 | $3.0M |
| Evelyn Partners Asset Management Ltd | 0.74% | Add +0.1% | 8,094 | $3.0M |
| Matrix Private Capital Group LLC | 1.43% | Reduce -2.4% | 7,990 | $3.0M |
| Chokshi & Queen Wealth Advisors, Inc | 1.58% | Add +0.3% | 7,986 | $3.0M |
| NewEdge Wealth, LLC | 0.04% | Add +0.6% | 7,935 | $2.9M |
| Vise Technologies, Inc. | 0.06% | No change | 7,581 | $2.9M |
| Sigma Planning Corp | 0.08% | Add +37.2% | 7,684 | $2.8M |
| Planning Alternatives Ltd. | 0.36% | No change | 7,556 | $2.8M |
| Kayne Anderson Rudnick Investment Management LLC | 0.01% | Add +3.0% | 7,488 | $2.8M |
| Prudential Financial Inc. | 0.00% | Add +6.6% | 7,440 | $2.8M |
| Meridian Financial Partners LLC | 1.04% | Add +17.9% | 7,302 | $2.7M |
| Badgley Phelps Wealth Managers, LLC | 0.05% | Add +8.6% | 7,359 | $2.7M |
| Renasant Bank | 1.92% | No change | 7,326 | $2.7M |
| Flputnam Investment Management Co. | 0.04% | Reduce -0.9% | 7,289 | $2.7M |
| Pinnacle Financial Partners, Inc. | 0.02% | Add +8.9% | 7,269 | $2.7M |
| Financial Engines Advisors L.L.C. | 0.01% | Reduce -2.8% | 7,260 | $2.7M |
| JMG Financial Group, Ltd. | 0.07% | Reduce -0.5% | 7,234 | $2.7M |
| Wedmont Private Capital | 0.08% | Reduce -22.9% | 6,829 | $2.6M |
| City Holding Co. | 0.33% | Reduce -10.4% | 7,041 | $2.6M |
| GC Wealth Management RIA, LLC | 0.11% | Add +54.7% | 7,034 | $2.6M |
| Orion Porfolio Solutions, LLC | 0.02% | Reduce -62.2% | 7,009 | $2.6M |
| Fonville Wealth Management LLC | 0.49% | Reduce -1.4% | 6,887 | $2.6M |
| XY Planning Network, Inc. | 0.40% | Reduce -4.0% | 6,707 | $2.5M |
| IMA Advisory Services, Inc. | 0.24% | No change | 6,690 | $2.5M |
| OpenArc Corporate Advisory, LLC | 0.04% | Add +6.2% | 6,629 | $2.5M |
| Avant Financial Advisors LLC | 1.69% | Add +11.0% | 6,482 | $2.4M |
| American State Bank (Iowa) | 1.15% | No change | 6,471 | $2.4M |
| Signature Resources Capital Management, LLC | 1.12% | No change | 6,380 | $2.4M |
| Wealthedge Investment Advisors, LLC | 0.87% | Reduce -5.5% | 6,357 | $2.4M |
| Oxford Financial Group, LTD. LLC | 0.13% | No change | 6,331 | $2.3M |
| Sterling Capital Management LLC | 0.04% | Reduce -58.4% | 6,330 | $2.3M |
| GeoWealth Management, LLC | 0.08% | Reduce -0.0% | 6,299 | $2.3M |
| Modera Wealth Management, LLC | 0.03% | Add +0.6% | 6,264 | $2.3M |
| Tiaa Trust, National Association | 0.14% | Reduce -91.0% | 6,252 | $2.3M |
| SouthState Bank Corp | 0.11% | Reduce -0.1% | 6,217 | $2.3M |
| OneAscent Financial Services LLC | 0.12% | Reduce -0.1% | 6,190 | $2.3M |
| Dorsey & Whitney Trust CO LLC | 0.13% | Add +4.5% | 6,174 | $2.3M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -30.5% | 6,081 | $2.3M |
| Portland Global Advisors LLC | 0.24% | No change | 6,067 | $2.2M |
| Federated Hermes, Inc. | 0.00% | Reduce -79.9% | 5,978 | $2.2M |
| M&T Bank Corp | 0.01% | Reduce -33.4% | 5,948 | $2.2M |
| Rialto Wealth Management, LLC | 0.49% | Reduce -0.1% | 5,867 | $2.2M |
| Aptus Capital Advisors, LLC | 0.02% | Add +1.5% | 5,804 | $2.2M |
| Castle Rock Wealth Management, LLC | 0.46% | Add +4.5% | 5,719 | $2.1M |
| Yardley Wealth Management LLC | 1.09% | Reduce -0.2% | 5,746 | $2.1M |
| Nvest Financial, LLC | 0.79% | Add +0.2% | 5,718 | $2.1M |
| Brown Brothers Harriman & Co. | 0.01% | Reduce -9.8% | 5,667 | $2.1M |
| Strategic Blueprint, LLC | 0.12% | Reduce -2.4% | 5,664 | $2.1M |
| Avidian Wealth Enterprises, LLC | 0.07% | Add +11.4% | 5,552 | $2.1M |
| Verum Partners LLC | 0.39% | No change | 5,539 | $2.1M |
| Moisand Fitzgerald Tamayo, LLC | 0.22% | No change | 5,500 | $2.0M |
| Punch & Associates Investment Management, Inc. | 0.12% | Add +7.7% | 5,487 | $2.0M |
| CENTRAL TRUST Co | 0.04% | No change | 5,484 | $2.0M |
| Silvia McColl Wealth Management, LLC | 1.34% | Reduce -0.2% | 5,483 | $2.0M |
| Wealthcare Advisory Partners LLC | 0.04% | Add +29.1% | 5,457 | $2.0M |
| Independence Bank of Kentucky | 0.26% | Reduce -0.5% | 5,453 | $2.0M |
| Wealth Architects, LLC | 0.18% | No change | 5,430 | $2.0M |
| First National Trust Co | 0.07% | Reduce -85.9% | 5,410 | $2.0M |
| BCS Private Wealth Management, Inc. | 0.59% | No change | 5,211 | $1.9M |
| High Probability Advisors, LLC | 0.25% | No change | 5,180 | $1.9M |
| Beacon Financial Group | 0.19% | Reduce -0.7% | 5,149 | $1.9M |
| Focus Partners Advisor Solutions, LLC | 0.02% | Reduce -55.7% | 5,004 | $1.9M |
| Manchester Financial Inc. | 0.36% | Reduce -1.1% | 4,996 | $1.9M |
| Berkshire Asset Management LLC | 0.08% | Add +4.0% | 4,941 | $1.8M |
| Fiduciary Wealth Partners, LLC | 1.19% | Reduce -43.6% | 4,888 | $1.8M |
| Ledyard National Bank | 0.15% | Reduce -1.8% | 4,823 | $1.8M |
| Guardian Wealth Advisors, LLC / NC | 0.11% | Add +0.1% | 4,820 | $1.8M |
| Jaffetilchin Investment Partners, LLC | 0.11% | Reduce -0.6% | 4,818 | $1.8M |
| Pure Financial Advisors, LLC | 0.03% | Reduce -6.7% | 4,763 | $1.8M |
| Dakota Wealth Management | 0.04% | Reduce -5.4% | 4,697 | $1.7M |
| Sanctuary Advisors, LLC | 0.01% | Add +1.7% | 4,695 | $1.7M |
| Cohen Capital Management, Inc. | 0.27% | No change | 4,637 | $1.7M |
| Garde Capital, Inc. | 0.10% | Reduce -15.9% | 4,628 | $1.7M |
| Independent Financial Group, LLC | 0.04% | Reduce -6.8% | 4,509 | $1.7M |
| Chesley Taft & Associates LLC | 0.07% | No change | 4,508 | $1.7M |
| Motive Wealth Advisors | 0.78% | No change | 4,508 | $1.7M |
| Modern Wealth Management, LLC | 0.03% | Add +91.2% | 4,385 | $1.6M |
| Bakala Capital LLC | 7.85% | Reduce -14.7% | 4,405 | $1.6M |
| BIP Wealth, LLC | 0.07% | No change | 4,405 | $1.6M |
| Asset Dedication, LLC | 0.11% | Add +14.4% | 4,389 | $1.6M |
| CVA Family Office, LLC | 0.17% | No change | 4,348 | $1.6M |
| Dunhill Financial, LLC | 0.38% | Reduce -1.7% | 4,327 | $1.6M |
| KilterHowling LLC | 0.81% | Add +0.2% | 4,314 | $1.6M |
| Rhumbline Advisers | 0.00% | Reduce -99.7% | 4,310 | $1.6M |
| Tennessee Valley Asset Management Partners | 0.21% | No change | 4,249 | $1.6M |
| Evercore Wealth Management, LLC | 0.02% | No change | 4,232 | $1.6M |
| Merit Financial Group, LLC | 0.01% | Add +24.4% | 4,230 | $1.6M |
| Moneta Group Investment Advisors LLC | 0.01% | Reduce -7.6% | 4,190 | $1.6M |
| Canandaigua National Corp. | 0.14% | — | 4,150 | $1.5M |
| Peapack Gladstone Financial Corp. | 0.02% | No change | 4,142 | $1.5M |
| Midwest Trust Co | 0.02% | No change | 4,123 | $1.5M |
| Nicolet Bankshares Inc. | 0.05% | New | 3,984 | $1.5M |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -0.2% | 3,957 | $1.5M |
| Well Done, LLC | 0.21% | No change | 3,946 | $1.5M |
| RFG - Bristol Wealth Advisors, LLC | 0.39% | Add +0.1% | 3,917 | $1.5M |
| Capital Analysts, LLC | 0.04% | No change | 3,876 | $1.4M |
| Johnson Financial Group, Inc. | 0.05% | Add +3.7% | 3,854 | $1.4M |
| Retirement Planning Group, LLC | 0.04% | Add +1.7% | 3,775 | $1.4M |
| Sensible Money, LLC | 0.42% | No change | 3,729 | $1.4M |
| Firestone Capital Management | 0.29% | Add +0.1% | 3,729 | $1.4M |
| Augustine Asset Management Inc. | 0.31% | No change | 3,714 | $1.4M |
| Great Valley Advisor Group, Inc. | 0.02% | Add +14.3% | 3,694 | $1.4M |
| Vista Capital Partners, Inc. | 0.14% | Reduce -3.5% | 3,690 | $1.4M |
| ETF Portfolio Partners, Inc. | 0.36% | Reduce -0.1% | 3,687 | $1.4M |
| Bartlett & Co. Wealth Management LLC | 0.02% | No change | 3,345 | $1.4M |
| SilverOak Wealth Management LLC | 0.21% | No change | 3,666 | $1.4M |
| New England Private Wealth Advisors LLC | 0.16% | Reduce -12.2% | 3,651 | $1.4M |
| Rossmore Private Capital | 0.12% | Add +11.6% | 3,569 | $1.3M |
| &partners | 0.01% | Reduce -30.4% | 3,566 | $1.3M |
| Indiana Trust & Investment Management Co | 0.41% | No change | 3,547 | $1.3M |
| Farther Finance Advisors, LLC | 0.01% | Add +3.2% | 3,500 | $1.3M |
| Stokes Family Office, LLC | 0.13% | No change | 3,500 | $1.3M |
| Wellspring Financial Advisors, LLC | 0.10% | Add +0.1% | 3,498 | $1.3M |
| Crescent Grove Advisors, LLC | 0.13% | No change | 3,433 | $1.3M |
| Bernardo Wealth Planning LLC | 0.25% | No change | 3,411 | $1.3M |
| Atala Financial Inc | 0.85% | Add +1.9% | 3,383 | $1.3M |
| Grove Bank & Trust | 0.14% | No change | 3,400 | $1.3M |
| Brooklyn Investment Group | 0.04% | Add +48.2% | 3,393 | $1.3M |
| Cambria Investment Management, L.P. | 0.07% | Reduce -37.4% | 3,390 | $1.3M |
| Wesbanco Bank Inc. | 0.03% | Reduce -9.1% | 3,390 | $1.3M |
| Empowered Funds, LLC | 0.01% | New | 3,390 | $1.3M |
| Abacus Planning Group, Inc. | 0.17% | Reduce -12.8% | 3,387 | $1.3M |
| Cahaba Wealth Management, Inc. | 0.08% | Add +1.4% | 3,368 | $1.2M |
| Fort Sheridan Advisors LLC | 0.15% | No change | 3,363 | $1.2M |
| AMG National Trust Bank | 0.03% | New | 3,315 | $1.2M |
| Stratos Wealth Advisors, LLC | 0.07% | Reduce -56.4% | 3,284 | $1.2M |
| Zions Bancorporation, National Association | 0.08% | No change | 3,270 | $1.2M |
| D.A. Davidson & Co. | 0.01% | Reduce -21.5% | 3,269 | $1.2M |
| Graves Light Lenhart Wealth, Inc. | 0.13% | Reduce -7.3% | 3,244 | $1.2M |
| Visionary Wealth Advisors | 0.05% | Add +0.2% | 3,212 | $1.2M |
| Sonata Capital Group Inc. | 0.44% | No change | 3,210 | $1.2M |
| Smith Salley Wealth Management | 0.06% | Reduce -1.3% | 3,178 | $1.2M |
| Callan Family Office, LLC | 0.03% | No change | 3,156 | $1.2M |
| Carter Financial Group, INC. | 0.71% | No change | 3,115 | $1.2M |
| Valeo Financial Advisors, LLC | 0.03% | Reduce -78.7% | 3,114 | $1.2M |
| Parcion Private Wealth LLC | 0.07% | No change | 3,110 | $1.2M |
| Allworth Financial LP | 0.00% | Add +61.4% | 3,107 | $1.2M |
| Smartleaf Asset Management LLC | 0.04% | Add +0.1% | 3,164 | $1.1M |
| Bravera Wealth | 0.51% | New | 3,068 | $1.1M |
| Sage Mountain Advisors LLC | 0.08% | No change | 3,053 | $1.1M |
| QRG Capital Management, Inc. | 0.01% | Reduce -37.5% | 3,036 | $1.1M |
| HRT Financial LP | 0.00% | Reduce -74.2% | 3,026 | $1.1M |
| E&G Advisors, LLC | 0.25% | No change | 3,002 | $1.1M |
| Frank, Rimerman Advisors LLC | 0.07% | No change | 2,978 | $1.1M |
| Owl Creek Wealth Partners LLC | 0.39% | — | 2,976 | $1.1M |
| Rwa Wealth Partners, LLC | 0.01% | No change | 2,975 | $1.1M |
| Park Avenue Securities LLC | 0.01% | Reduce -63.3% | 2,970 | $1.1M |
| XML Financial, LLC | 0.09% | Reduce -9.9% | 2,955 | $1.1M |
| Condor Capital Management | 0.09% | No change | 2,936 | $1.1M |
| Safe Harbor Family Capital, LLC | 0.85% | No change | 2,918 | $1.1M |
| Gross & Hartman Investments LLC | 0.56% | No change | 2,919 | $1.1M |
| International Assets Investment Management, LLC | 0.07% | Add +1.4% | 2,891 | $1.1M |
| GHP Investment Advisors, Inc. | 0.04% | Reduce -8.2% | 2,909 | $1.1M |
| Sargent Investment Group, LLC | 0.14% | Add +4.8% | 2,881 | $1.1M |
| Greenwood Capital Associates LLC | 0.12% | Reduce -0.3% | 2,871 | $1.1M |
| Kingsview Wealth Management, LLC | 0.01% | Add +92.1% | 2,831 | $1.0M |
| LWM Advisory Services, LLC | 1.12% | Reduce -6.9% | 2,829 | $1.0M |
| Jackson Wealth Management, LLC | 0.11% | No change | 2,801 | $1.0M |
| Old Mission Investment Co LLC | 0.24% | No change | 2,800 | $1.0M |
| Neuberger Berman Group LLC | 0.00% | No change | 2,795 | $1.0M |
| Glenview Trust Co | 0.02% | Reduce -2.3% | 2,792 | $1.0M |
| Beaumont Asset Management, L.L.C. | 0.47% | Reduce -5.2% | 2,791 | $1.0M |
| Hunter Associates Investment Management LLC | 0.14% | Reduce -2.3% | 2,785 | $1.0M |
| Dynamic Advisor Solutions LLC | 0.03% | Add +0.2% | 2,759 | $1.0M |
| Aprio Wealth Management, LLC | 0.06% | No change | 2,729 | $1.0M |
| Naples Global Advisors, LLC | 0.07% | Reduce -18.5% | 2,728 | $1.0M |
| SkyOak Wealth, LLC | 0.18% | Reduce -2.0% | 2,680 | $994K |
| Brown Wealth Management, LLC | 0.25% | Add +24.9% | 2,660 | $986K |
| Soltis Investment Advisors LLC | 0.06% | No change | 2,643 | $980K |
| Asset Allocation & Management Company, LLC | 0.37% | No change | 2,641 | $979K |
| Strategic Family Wealth Counselors, L.L.C. | 0.26% | Reduce -1.3% | 2,640 | $979K |
| CoreCap Advisors, LLC | 0.03% | Reduce -12.0% | 2,629 | $975K |
| IHT Wealth Management, LLC | 0.02% | Add +9.8% | 2,594 | $962K |
| Wealth Management Partners, LLC | 0.27% | No change | 2,587 | $959K |
| McGlone Suttner Wealth Management, Inc. | 0.13% | Reduce -50.1% | 2,580 | $956K |
| Evoke Wealth, LLC | 0.02% | No change | 2,577 | $955K |
| Quadrant Private Wealth Management, LLC | 0.15% | Add +0.1% | 2,553 | $946K |
| Kovack Advisors, Inc. | 0.05% | Reduce -2.1% | 2,529 | $944K |
| W1M Asset Management Ltd | 0.01% | No change | 2,526 | $936K |
| Nestegg Advisors, Inc. | 0.81% | No change | 2,497 | $926K |
| World Investment Advisors | 0.01% | Reduce -35.0% | 2,490 | $923K |
| Coyle Financial Counsel LLC | 0.19% | No change | 2,460 | $912K |
| Kestra Private Wealth Services, LLC | 0.01% | Reduce -4.8% | 2,446 | $907K |
| Keb Asset Management, LLC | 0.17% | Reduce -0.5% | 2,439 | $904K |
| Steelhead Wealth Management LLC | 0.45% | — | 2,387 | $884K |
| Red Spruce Capital, LLC | 0.36% | Add +2.9% | 2,368 | $878K |
| Harbor Investment Advisory, LLC | 0.07% | Add +19.6% | 2,358 | $874K |
| Capstone Financial Advisors, Inc. | 0.05% | Add +0.2% | 2,358 | $874K |
| Acropolis Investment Management, LLC | 0.04% | No change | 2,355 | $873K |
| Blue Edge Capital, LLC | 0.12% | No change | 2,344 | $869K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.05% | Reduce -46.5% | 2,343 | $868K |
| HSBC Holdings PLC | 0.00% | Reduce -6.0% | 2,340 | $867K |
| Private Trust Co. NA | 0.08% | No change | 2,329 | $863K |
| Houlihan Financial Resource Group, Ltd. | 0.34% | No change | 2,324 | $861K |
| Baring Financial LLC | 0.52% | Add +0.0% | 2,307 | $855K |
| Bayshore Capital Advisors, LLC | 0.36% | No change | 2,301 | $853K |
| Independent Advisor Alliance | 0.01% | New | 2,299 | $852K |
| Prosperity Planning, Inc. | 0.30% | No change | 2,280 | $845K |
| W Advisors, LLC | 0.43% | Reduce -6.8% | 2,268 | $841K |
| Patten & Patten Inc. | 0.05% | No change | 2,247 | $833K |
| AGH Wealth Advisors, LLC | 0.61% | No change | 2,236 | $829K |
| TBH Global Asset Management, LLC | 0.17% | New | 2,236 | $829K |
| Northeast Planning Associates, Inc. / NH / | 0.55% | No change | 2,210 | $819K |
| Stock Yards Bank & Trust Co. | 0.03% | No change | 2,172 | $805K |
| KLCM Advisors, Inc. | 0.07% | No change | 2,165 | $803K |
| Fuller & Thaler Asset Management, Inc. | 0.00% | Reduce -48.1% | 2,160 | $801K |
| Destiny Wealth Partners, LLC | 0.09% | No change | 2,154 | $798K |
| MSH Capital Advisors LLC | 0.17% | Add +0.8% | 2,153 | $798K |
| Cambridge Financial Group, LLC | 0.27% | Reduce -42.7% | 2,125 | $788K |
| Evergreen Capital Management LLC | 0.02% | Add +1.2% | 2,122 | $787K |
| Hollencrest Capital Management | 0.03% | No change | 2,116 | $784K |
| Dempze Nancy E | 0.43% | No change | 2,102 | $779K |
| Stronghold Wealth Management L.L.C. | 1.17% | Add +19.0% | 2,089 | $774K |
| Burns J W & Co. Inc. | 0.09% | No change | 2,085 | $773K |
| One Capital Management, LLC | 0.02% | Add +50.6% | 2,075 | $769K |
| Sightline Wealth Advisors, LLC | 0.32% | Add +0.2% | 2,067 | $766K |
| Mason & Associates Inc | 0.15% | Add +0.3% | 2,102 | $757K |
| Martin Capital Advisors, LLP | 0.48% | No change | 2,040 | $756K |
| Ascent Group, LLC | 0.03% | No change | 2,022 | $750K |
| Arax Advisory Partners | 0.02% | Reduce -4.2% | 2,020 | $749K |
| Valmark Advisers, Inc. | 0.01% | Add +42.2% | 2,015 | $747K |
| Harbor Advisors LLC | 0.11% | No change | 2,000 | $741K |
| Bokf, NA | 0.01% | No change | 2,000 | $741K |
| Clark Capital Management Group, Inc. | 0.00% | Reduce -72.9% | 1,993 | $739K |
| Topsail Wealth Management, LLC | 0.11% | No change | 1,931 | $716K |
| Diversified Trust Co. | 0.01% | Add +0.8% | 1,922 | $713K |
| Sentinel Wealth Management, Inc. | 0.57% | No change | 1,906 | $707K |
| Facet Wealth, Inc. | 0.01% | No change | 1,894 | $702K |
| SlateStone Wealth, LLC | 0.06% | Add +0.1% | 1,869 | $693K |
| Waystone Advisors LLC | 0.62% | No change | 1,866 | $692K |
| Choreo, LLC | 0.01% | No change | 1,864 | $691K |
| Forum Financial Management, LP | 0.01% | Add +0.2% | 1,860 | $690K |
| Perigon Wealth Management, LLC | 0.01% | Reduce -0.5% | 1,853 | $687K |
| Armbruster Capital Management, Inc. | 0.11% | Add +0.6% | 1,830 | $678K |
| RKL Wealth Management LLC | 0.06% | Add +0.2% | 1,819 | $674K |
| Journey Strategic Wealth LLC | 0.02% | Reduce -38.9% | 1,806 | $670K |
| Climber Capital SA | 0.44% | No change | 1,800 | $667K |
| Fiduciary Alliance LLC | 0.04% | No change | 1,661 | $662K |
| Cim Investment Management Inc. | 0.18% | No change | 1,783 | $661K |
| Joel Isaacson & Co., LLC | 0.02% | Add +0.1% | 1,770 | $656K |
| McLean Asset Management Corp | 0.11% | No change | 1,752 | $649K |
| Ellis Investment Partners, LLC | 0.11% | Add +0.1% | 1,748 | $648K |
| Mullaney, Keating & Wright, Inc. | 0.35% | Add +5.5% | 1,739 | $645K |
| 1834 Investment Advisors Co. | 0.08% | Add +1.0% | 1,731 | $642K |
| 12th Street Asset Management Company, LLC | 0.10% | Reduce -57.3% | 1,730 | $641K |
| First Interstate Bank | 0.04% | Reduce -32.9% | 1,718 | $637K |
| Burke & Herbert Bank & Trust Co. | 0.18% | Reduce -2.3% | 1,716 | $636K |
| ASL Financial, LLC | 0.51% | No change | 1,715 | $636K |
| Ashton Thomas Private Wealth, LLC | 0.01% | Reduce -0.4% | 1,708 | $633K |
| TD Private Client Wealth LLC | 0.01% | Add +381.3% | 1,699 | $630K |
| MTM Investment Management, LLC | 0.20% | No change | 1,695 | $628K |
| Third View Private Wealth, LLC | 0.09% | No change | 1,690 | $626K |
| USA Financial Formulas | 0.12% | Reduce -5.7% | 1,659 | $615K |
| Oxbow Advisors, LLC | 0.05% | Reduce -9.7% | 1,657 | $614K |
| Foster Group, Inc. | 0.02% | Reduce -3.2% | 1,657 | $614K |
| Bradley & Co. Private Wealth Management, LLC | 0.32% | No change | 1,653 | $613K |
| VERITY Wealth Advisors | 0.41% | No change | 1,651 | $612K |
| Affinity Capital Advisors, LLC | 0.09% | Add +0.1% | 1,640 | $608K |
| Patten Group, Inc. | 0.11% | Add +3.1% | 1,632 | $605K |
| Grey Fox Wealth Advisors, LLC | 0.12% | Add +23.7% | 1,630 | $604K |
| 1900 Wealth Management LLC | 0.04% | Add +0.2% | 1,626 | $603K |
| Ironwood Wealth Management, LLC. | 0.17% | No change | 1,620 | $601K |
| Root Financial Partners, LLC | 0.03% | Add +233.0% | 1,615 | $599K |
| Pathway Financial Advisors LLC | 0.07% | No change | 1,600 | $598K |
| Boston Trust Walden Corp | 0.00% | No change | 1,590 | $589K |
| Poinciana Advisors Group, LLC | 0.46% | No change | 1,587 | $588K |
| Ashford Advisors, LLC | 0.14% | No change | 1,583 | $587K |
| Wealth Effects LLC | 0.21% | No change | 1,569 | $582K |
| Baker Avenue Asset Management, LP | 0.01% | New | 1,557 | $577K |
| HM Payson & Co. | 0.01% | No change | 1,550 | $575K |
| Rehmann Capital Advisory Group | 0.03% | Reduce -7.1% | 1,548 | $574K |
| Virtue Capital Management, LLC | 0.09% | New | 1,579 | $568K |
| RVW Wealth, LLC | 0.04% | No change | 1,522 | $564K |
| Mayflower Financial Advisors, LLC | 0.07% | No change | 1,521 | $564K |
| 17 Capital Partners, LLC | 0.29% | Add +5.0% | 1,515 | $562K |
| Vawter Financial, Ltd. | 0.24% | No change | 1,515 | $562K |
| Scotia Capital Inc. | 0.00% | No change | 1,515 | $562K |
| Prospera Financial Services Inc | 0.01% | Add +3.3% | 1,505 | $561K |
| Mitchell Sinkler & Starr | 0.26% | No change | 1,500 | $556K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | Add +10.7% | 1,497 | $555K |
| waypoint wealth counsel | 0.29% | Reduce -70.4% | 1,495 | $554K |
| Reicon Wealth Advisors, LLC | 0.43% | No change | 1,495 | $554K |
| Maridea Wealth Management LLC | 0.08% | Add +8.1% | 1,490 | $552K |
| Midland Wealth Advisors, LLC | 0.03% | No change | 1,487 | $551K |
| Collaborative Wealth Managment Inc. | 0.25% | Reduce -25.8% | 1,465 | $543K |
| Mason & Associates, LLC | 0.12% | No change | 1,462 | $542K |
| CWA Asset Management Group, LLC | 0.02% | No change | 1,449 | $537K |
| Curry Webb Wealth Management LLC | 0.25% | No change | 1,435 | $532K |
| Fidelis Capital Partners, LLC | 0.04% | Add +0.1% | 1,431 | $530K |
| May Hill Capital, LLC | 0.13% | No change | 1,427 | $529K |
| ARS Wealth Advisors Group, LLC | 0.04% | No change | 1,415 | $525K |
| Spire Wealth Management | 0.02% | Add +31.0% | 1,402 | $520K |
| Haverford Trust Co | 0.00% | No change | 1,400 | $519K |
| Gateway Wealth Partners, LLC | 0.02% | Add +154.2% | 1,398 | $519K |
| Wedbush Securities Inc. | 0.02% | Reduce -24.1% | 1,397 | $518K |
| Benjamin Edwards Inc. | 0.01% | Reduce -7.2% | 1,397 | $518K |
| Camden National Bank | 0.07% | No change | 1,390 | $515K |
| Oppenheimer & Co. Inc. | 0.01% | No change | 1,389 | $515K |
| Blue Chip Partners, LLC | 0.04% | Add +0.2% | 1,387 | $514K |
| Tudor Investment Corporation | 0.00% | Reduce -90.2% | 1,384 | $513K |
| Elevation Point Wealth Partners, LLC | 0.01% | New | 1,378 | $511K |
| Ackerman Asset Management, LLC | 0.35% | No change | 1,350 | $500K |
| Meridian Wealth Management, LLC | 0.02% | Add +1.6% | 1,343 | $498K |
| Daybright Advisory Services, Inc. | 0.14% | No change | 1,341 | $497K |
| FWG Holdings, LLC | 0.19% | Reduce -33.3% | 1,322 | $496K |
| William Mack & Associates, Inc. | 0.28% | Reduce -1.0% | 1,338 | $496K |
| Schmidt P J Investment Management Inc. | 0.08% | No change | 1,317 | $488K |
| Detalus Advisors, LLC | 0.11% | No change | 1,314 | $487K |
| IFP Advisors, Inc | 0.01% | Add +20.8% | 1,276 | $473K |
| Betterment LLC | 0.00% | Add +6.3% | 1,274 | $472K |
| Thrivent Financial for Lutherans | 0.00% | Add +0.3% | 1,264 | $468K |
| Greenhouse Wealth Management, LLC | 0.29% | No change | 1,260 | $467K |
| CM Wealth Advisors LLC | 0.10% | No change | 1,252 | $464K |
| Empower Advisory Group, LLC | 0.00% | Reduce -38.3% | 1,252 | $464K |
| Plancorp, LLC | 0.01% | No change | 1,187 | $459K |
| Summit Financial Strategies, Inc. | 0.04% | Reduce -0.9% | 1,221 | $453K |
| Crewe Advisors LLC | 0.04% | Reduce -0.3% | 1,213 | $450K |
| Auour Investments LLC | 0.14% | No change | 1,208 | $448K |
| Fluent Financial, LLC | 0.16% | Add +5.0% | 1,144 | $447K |
| Madrid Wealth Management, LLC | 0.34% | Add +0.4% | 1,205 | $447K |
| Ferguson Wellman Capital Management, Inc. | 0.01% | No change | 1,203 | $446K |
| Mesirow Financial Investment Management, Inc. | 0.01% | Reduce -9.1% | 1,199 | $444K |
| VestGen Advisors, LLC | 0.01% | Add +56.9% | 1,053 | $440K |
| Daymark Wealth Partners, LLC | 0.01% | No change | 1,183 | $439K |
| AE Wealth Management LLC | 0.00% | Add +13.6% | 1,180 | $437K |
| Harbour Investments, Inc. | 0.01% | Add +0.1% | 1,170 | $434K |
| Global Assets Advisory, LLC | 0.12% | New | 4,218 | $431K |
| Eclectic Associates Inc. | 0.06% | Add +31.6% | 1,162 | $431K |
| Shakespeare Wealth Management, LLC | 0.10% | Reduce -2.1% | 1,158 | $429K |
| Williams Jones Wealth Management, LLC. | 0.01% | No change | 1,150 | $426K |
| Heck Capital Advisors, LLC | 0.03% | No change | 1,147 | $425K |
| Verus Capital Partners, LLC | 0.03% | No change | 1,139 | $422K |
| Versant Capital Management, Inc | 0.04% | Add +0.2% | 1,139 | $422K |
| WJ Financial Advisors LLC | 0.34% | No change | 1,124 | $417K |
| NorthRock Partners, LLC | 0.01% | Add +11.4% | 1,114 | $413K |
| Revolve Wealth Partners, LLC | 0.05% | Reduce -0.1% | 1,113 | $413K |
| Mather Group, Llc. | 0.00% | No change | 1,104 | $409K |
| Global View Capital Management LLC | 0.11% | Reduce -44.5% | 1,101 | $408K |
| James J. Burns & Company, LLC | 0.06% | No change | 1,100 | $408K |
| HighPoint Advisor Group LLC | 0.02% | No change | 1,100 | $408K |
| Magnolia Private Wealth, LLC | 0.27% | No change | 1,096 | $406K |
| Lauterbach Financial Advisors, LLC | 0.20% | Reduce -0.6% | 1,089 | $404K |
| Atlantic Union Bankshares Corp | 0.01% | No change | 1,084 | $402K |
| Consolidated Portfolio Review Corp | 0.04% | No change | 1,083 | $401K |
| Pine Ridge Advisers LLC | 0.03% | No change | 1,083 | $401K |
| Alternative Investment Advisors, LLC. | 0.18% | Add +0.2% | 1,072 | $397K |
| Outlook Wealth Advisors, LLC | 0.10% | No change | 1,068 | $396K |
| First American Trust, FSB | 0.03% | Reduce -4.8% | 1,061 | $393K |
| Moneco Advisors, LLC | 0.03% | Reduce -0.3% | 1,057 | $392K |
| J.Safra Asset Management Corp | 0.02% | Add +0.2% | 1,053 | $390K |
| Accurate Wealth Management, LLC | 0.05% | Add +2.5% | 1,007 | $389K |
| Davidson Investment Advisors | 0.02% | No change | 1,050 | $389K |
| Robertson Stephens Wealth Management, LLC | 0.01% | Reduce -9.3% | 1,042 | $386K |
| Rockwood Wealth Management, LLC | 0.03% | No change | 1,038 | $385K |
| WLTH Capital Management, LLC | 0.30% | No change | 1,018 | $377K |
| HBK Sorce Advisory LLC | 0.01% | Reduce -17.3% | 897 | $375K |
| Fulton Breakefield Broenniman LLC | 0.02% | Reduce -16.6% | 1,007 | $373K |
| Walled Lake Planning & Wealth Management, LLC | 0.11% | No change | 1,007 | $373K |
| Biltmore Family Office, LLC | 0.05% | No change | 1,005 | $373K |
| Wealth Management Associates, Inc. | 0.13% | No change | 1,000 | $371K |
| Manchester Capital Management LLC | 0.05% | No change | 1,000 | $371K |
| Capital Advisors Wealth Management, LLC | 0.05% | No change | 1,000 | $371K |
| Diversify Wealth Management, LLC | 0.01% | New | 912 | $369K |
| Legacy Capital Group California, Inc. | 0.14% | No change | 987 | $366K |
| Perennial Investment Advisors, LLC | 0.03% | Add +6.7% | 985 | $365K |
| N.E.W. Advisory Services LLC | 0.03% | No change | 982 | $364K |
| Jacobs & Co. | 0.04% | No change | 982 | $364K |
| Avantax Planning Partners, Inc. | 0.01% | Reduce -50.2% | 976 | $362K |
| DT Investment Partners, LLC | 0.03% | No change | 975 | $361K |
| Members Trust Co | 0.01% | No change | 975 | $361K |
| Regions Financial Corp. | 0.00% | No change | 957 | $355K |
| Altiora Financial Group, LLC | 0.06% | Reduce -1.4% | 953 | $353K |
| Blom & Howell Financial Planning, Inc. | 0.34% | Reduce -0.4% | 945 | $350K |
| Eldridge Investment Advisors, Inc. | 0.08% | No change | 944 | $350K |
| Cornerstone Capital, Inc. | 0.03% | Reduce -2.6% | 934 | $346K |
| Tribridge Partners Financial LLC | 0.14% | No change | 918 | $343K |
| KPP Advisory Services LLC | 0.05% | No change | 921 | $341K |
| Ascentis Independent Advisors | 0.03% | Add +51.2% | 912 | $338K |
| Nwam LLC | 0.02% | No change | 908 | $337K |
| Kesler, Norman & Wride, LLC | 0.06% | No change | 900 | $334K |
| Lyell Wealth Management, LP | 0.02% | Reduce -21.7% | 900 | $334K |
| Meridian Wealth Partners, LLC | 0.05% | Add +3.2% | 891 | $330K |
| AdvisorNet Financial, Inc | 0.02% | Add +0.1% | 884 | $328K |
| Capital Squared Financial LLC | 0.25% | Add +0.1% | 883 | $327K |
| Navigation Group, LLC | 0.08% | — | 876 | $325K |
| Chilton Capital Management LLC | 0.01% | Reduce -15.9% | 875 | $324K |
| Broussard Financial Group LLC | 0.26% | Reduce -11.6% | 873 | $324K |
| Schnieders Capital Management, Llc. | 0.05% | No change | 864 | $320K |
| Keating Financial Advisory Services, Inc. | 0.05% | No change | 856 | $317K |
| Reynders McVeigh Capital Management, LLC | 0.02% | No change | 851 | $316K |
| Vestmark Advisory Solutions, Inc. | 0.00% | New | 845 | $313K |
| Flagship Harbor Advisors, LLC | 0.01% | Add +17.2% | 844 | $313K |
| Veracity Capital LLC | 0.11% | Add +2.7% | 840 | $311K |
| Western Wealth Management, LLC | 0.01% | Reduce -0.2% | 820 | $304K |
| Tepp RIA, LLC | 0.24% | Add +0.1% | 820 | $304K |
| J. Derek Lewis & Associates Inc. | 0.07% | No change | 804 | $298K |
| Willis Johnson & Associates, Inc. | 0.02% | No change | 803 | $298K |
| Francis Financial, Inc. | 0.06% | No change | 803 | $298K |
| Alpine Bank Wealth Management | 0.04% | No change | 800 | $297K |
| Arkadios Wealth Advisors | 0.00% | Add +1.1% | 799 | $296K |
| Salomon & Ludwin, LLC | 0.03% | Reduce -7.2% | 786 | $294K |
| Galvin, Gaustad & Stein, LLC | 0.02% | Add +0.3% | 791 | $293K |
| Briggs Wealth Management, Inc | 0.31% | No change | 788 | $292K |
| Cookson Peirce & Co. Inc. | 0.01% | Reduce -48.6% | 788 | $292K |
| Fifth Third Wealth Advisors LLC | 0.01% | No change | 788 | $292K |
| Assetmark, Inc. | 0.00% | Add +0.1% | 787 | $292K |
| Silverlake Wealth Management LLC | 0.06% | No change | 783 | $290K |
| Frisch Financial Group, Inc. | 0.06% | No change | 783 | $290K |
| Prosperity Financial Group, Inc. | 0.11% | No change | 783 | $290K |
| Acumen Wealth Advisors, LLC | 0.08% | Add +17.4% | 781 | $290K |
| Beacon Investment Advisory Services, Inc. | 0.01% | No change | 777 | $288K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +3989.5% | 777 | $288K |
| Core Wealth Management, Inc. | 0.09% | Reduce -43.6% | 769 | $285K |
| KFA Private Wealth Group, LLC | 0.07% | No change | 767 | $284K |
| T. Rowe Price Associates Inc. | 0.00% | No change | 764 | $284K |
| Hancock Whitney Corp. | 0.00% | No change | 766 | $284K |
| Principle Wealth Partners LLC | 0.02% | Reduce -6.4% | 764 | $283K |
| Capital Investment Counsel, LLC | 0.04% | Reduce -9.3% | 761 | $282K |
| DV Trading LLC | 0.03% | Add +36.7% | 760 | $282K |
| PFG Advisors | 0.01% | New | 757 | $281K |
| Anchor Investment Management, LLC | 0.02% | Reduce -1.7% | 756 | $280K |
| RMR Wealth Builders | 0.02% | No change | 756 | $280K |
| Legacy Financial Advisors, Inc. | 0.04% | Reduce -2.6% | 755 | $280K |
| CFG Wealth Management Services, Inc. | 0.26% | No change | 813 | $279K |
| Burling Wealth Partners, LLC | 0.04% | No change | 750 | $278K |
| Procyon Advisors, LLC | 0.01% | Add +0.4% | 745 | $276K |
| Summit Place Financial Advisors, LLC | 0.13% | No change | 745 | $276K |
| M3 Advisory Group, LLC | 0.17% | Add +0.1% | 743 | $276K |
| Titleist Asset Management, LLC | 0.02% | No change | 741 | $275K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | No change | 710 | $275K |
| Sapient Capital LLC | 0.00% | No change | 734 | $272K |
| Investmark Advisory Group LLC | 0.12% | No change | 729 | $270K |
| Van Hulzen Asset Management, LLC | 0.02% | No change | 725 | $269K |
| Cannon Financial Strategists, Inc. | 0.04% | No change | 723 | $268K |
| Linden Thomas Advisory Services, LLC | 0.03% | Add +9.7% | 723 | $268K |
| Evanson Asset Management, LLC | 0.01% | No change | 716 | $265K |
| Shepherd Street Advisors LLC | 0.26% | No change | 708 | $262K |
| Petersen Hastings Wealth Advisors Inc. | 0.02% | No change | 704 | $261K |
| Legacy Advisors, LLC | 0.03% | Add +0.1% | 704 | $261K |
| QTR Family Wealth, LLC | 0.11% | Add +1.2% | 658 | $260K |
| Bawa N Mallick Trust | 0.11% | No change | 700 | $259K |
| Centurion Wealth Management LLC | 0.06% | No change | 700 | $259K |
| RIA Advisory Group LLC | 0.06% | Reduce -3.7% | 696 | $258K |
| Bingham Private Wealth, LLC | 0.20% | No change | 691 | $256K |
| Summit Wealth Group LLC / Co. | 0.03% | No change | 686 | $254K |
| Winthrop Partners - WNY, LLC | 0.14% | No change | 685 | $254K |
| Canopy Partners, LLC | 0.09% | No change | 682 | $253K |
| Benchmark Financial, LLC | 0.23% | No change | 680 | $252K |
| Florida Trust Wealth Management Co | 0.01% | No change | 675 | $250K |
| OneDigital Investment Advisors LLC | 0.00% | No change | 672 | $249K |
| Knightsbridge Asset Management, LLC | 0.03% | No change | 668 | $248K |
| Grant Street Asset Management, Inc. | 0.05% | Add +1.2% | 666 | $247K |
| Auxano Advisors, LLC | 0.05% | Reduce -8.3% | 666 | $247K |
| Vanguard Advisers Inc. | 0.00% | — | 665 | $247K |
| Pacific Center for Financial Services | 0.06% | Add +5.2% | 663 | $246K |
| Marquette Asset Management, LLC | 0.04% | Reduce -4.9% | 661 | $245K |
| Ridgewood Investments LLC | 0.10% | — | 658 | $244K |
| United Advisor Group, LLC | 0.03% | New | 656 | $243K |
| Schorn Wealth LLC | 0.07% | Add +0.3% | 653 | $242K |
| Naviter Wealth, LLC | 0.03% | No change | 650 | $241K |
| Private Wealth Management Group, LLC | 0.06% | No change | 645 | $239K |
| TritonPoint Partners, LLC | 0.09% | Reduce -61.4% | 643 | $238K |
| BostonPremier Wealth LLC | 0.12% | Add +0.3% | 638 | $236K |
| SwitchPoint Financial Planning, LLC | 0.16% | No change | 634 | $235K |
| Empire Financial Management Company, LLC | 0.05% | No change | 634 | $235K |
| Dana Investment Advisors, Inc. | 0.01% | Reduce -5.4% | 634 | $235K |
| Carnegie Investment Counsel | 0.00% | Reduce -21.0% | 633 | $235K |
| B. Riley Wealth Advisors, Inc. | 0.02% | Reduce -1.5% | 650 | $234K |
| Birch Hill Investment Advisors LLC | 0.01% | Reduce -3.1% | 630 | $234K |
| Penobscot Investment Management Company, Inc. | 0.02% | No change | 626 | $232K |
| Optivise Advisory Services LLC | 0.14% | No change | 622 | $231K |
| MainStreet Investment Advisors LLC | 0.03% | No change | 619 | $229K |
| LJI Wealth Management, LLC | 0.04% | No change | 615 | $228K |
| SVB Wealth LLC | 0.01% | No change | 615 | $228K |
| Granite FO LLC | 0.13% | No change | 612 | $227K |
| Partners in Financial Planning | 0.04% | No change | 611 | $226K |
| BSW Wealth Partners | 0.03% | New | 609 | $226K |
| ICONIQ Capital, LLC | 0.01% | No change | 603 | $224K |
| CCG Wealth Management, LLC | 0.06% | New | 602 | $223K |
| CRA Financial Services, LLC | 0.03% | No change | 600 | $222K |
| Stone Wealth Partners | 0.20% | No change | 596 | $221K |
| Napier Financial, LLC | 0.05% | New | 596 | $221K |
| Rothschild Investment LLC | 0.01% | No change | 593 | $220K |
| First Citizens Bank & Trust Co. | 0.00% | Reduce -17.2% | 584 | $216K |
| Wayfinding Financial, LLC | 0.09% | No change | 584 | $216K |
| Apollon Wealth Management, LLC | 0.00% | Add +0.2% | 582 | $216K |
| NorthCoast Asset Management LLC | 0.01% | New | 577 | $214K |
| First Command Advisory Services, Inc. | 0.00% | Reduce -2.4% | 574 | $213K |
| Earned Wealth Advisors, LLC | 0.01% | Reduce -17.9% | 573 | $212K |
| Mutual Advisors, LLC | 0.00% | No change | 568 | $211K |
| Burney Co./ | 0.01% | No change | 566 | $210K |
| Victory Financial Group, LLC | 0.03% | Add +0.2% | 564 | $209K |
| Passive Capital Management, LLC. | 0.06% | No change | 561 | $208K |
| DecisionMap Wealth Management, LLC | 0.13% | Reduce -0.2% | 558 | $207K |
| Albion Financial Group | 0.01% | No change | 558 | $207K |
| Kohmann Bosshard Financial Services, LLC | 0.02% | No change | 555 | $206K |
| Creative Financial Designs Inc. | 0.01% | Reduce -1.1% | 555 | $206K |
| BetterWealth, LLC | 0.04% | No change | 551 | $204K |
| Allegheny Financial Group | 0.03% | Add +0.4% | 550 | $204K |
| MCF Advisors LLC | 0.01% | No change | 550 | $204K |
| Kearns & Associates LLC | 0.11% | No change | 549 | $204K |
| Godfrey Financial Associates, Inc. | 0.17% | Reduce -2.5% | 546 | $202K |
| Marks Group Wealth Management, Inc | 0.02% | No change | 545 | $202K |
| Huntington National Bank | 0.00% | New | 545 | $202K |
| American Financial Advisors, LLC | 0.03% | Add +0.2% | 545 | $202K |
| Cape Ann Savings Bank | 0.10% | Reduce -25.5% | 540 | $200K |
| WealthShield Partners, LLC | 0.02% | No change | 532 | $197K |
| Synergy Investment Management, LLC | 0.06% | No change | 527 | $195K |
| Friedenthal Financial | 0.09% | New | 508 | $188K |
| Beaird Harris Wealth Management, LLC | 0.01% | No change | 504 | $187K |
| MassMutual Private Wealth & Trust, FSB | 0.01% | Add +150.0% | 500 | $185K |
| VSM Wealth Advisory, LLC | 0.05% | No change | 487 | $181K |
| Newton One Investments LLC | 0.05% | Reduce -19.3% | 473 | $175K |
| Phillips Financial Management, LLC | 0.01% | No change | 473 | $175K |
| Align Financial, LLC | 0.10% | Reduce -99.7% | 465 | $172K |
| Addison Advisors LLC | 0.04% | No change | 443 | $164K |
| Sunbelt Securities, Inc. | 0.01% | Reduce -21.1% | 438 | $163K |
| Pittenger & Anderson Inc. | 0.01% | Add +8.3% | 428 | $159K |
| Key Financial Inc | 0.03% | No change | 425 | $158K |
| Parkside Financial Bank & Trust | 0.01% | No change | 422 | $157K |
| Prestige Wealth Management Group LLC | 0.03% | Add +0.3% | 406 | $151K |
| Tsfg, LLC | 0.02% | No change | 400 | $148K |
| Realta Investment Advisors | 0.05% | No change | 395 | $146K |
| Financial Gravity Asset Management, Inc. | 0.03% | Reduce -22.6% | 390 | $145K |
| Security National Bank | 0.02% | Reduce -25.5% | 379 | $140K |
| TFC Financial Management, Inc. | 0.02% | No change | 375 | $139K |
| Kilter Group LLC | 0.06% | No change | 370 | $137K |
| Quadrant Capital Group LLC | 0.00% | No change | 369 | $137K |
| Plante Moran Financial Advisors, LLC | 0.01% | Reduce -25.8% | 368 | $136K |
| Stone House Investment Management, LLC | 0.02% | Reduce -2.4% | 368 | $136K |
| Golden State Wealth Management, LLC | 0.01% | Add +4.9% | 362 | $134K |
| Ritter Daniher Financial Advisory LLC / DE | 0.02% | Reduce -18.4% | 355 | $132K |
| Silver Oak Securities, Incorporated | 0.01% | Add +6720.0% | 341 | $127K |
| Blue Trust, Inc. | 0.00% | Reduce -12.7% | 338 | $125K |
| Operose Advisors LLC | 0.03% | Reduce -11.4% | 335 | $124K |
| Innovative Asset Advisors Group, LLC | 0.07% | — | 308 | $114K |
| Abound Wealth Management | 0.03% | No change | 305 | $113K |
| Front Row Advisors LLC | 0.04% | No change | 300 | $111K |
| NWK Group, Inc. | 0.04% | No change | 293 | $109K |
| SHP Wealth Management | 0.01% | No change | 291 | $108K |
| one8zero8, LLC | 0.02% | No change | 290 | $107K |
| Rowlandmiller & Partners.adv | 0.02% | No change | 285 | $106K |
| Cranbrook Wealth Management, LLC | 0.02% | No change | 275 | $102K |
| Trust Co | 0.01% | Add +372.4% | 274 | $102K |
| Strategic Wealth Partners, Ltd. | 0.01% | No change | 273 | $101K |
| CoreFirst Bank & Trust | 0.05% | No change | 258 | $96K |
| Advisortrust Partners, LLC | 0.04% | New | 252 | $94K |
| Howe & Rusling Inc. | 0.01% | Reduce -2.7% | 252 | $93K |
| Founders Financial Alliance, LLC | 0.02% | Add +4.6% | 248 | $92K |
| Tower View Wealth Management LLC | 0.05% | No change | 240 | $89K |
| JNBA Financial Advisors | 0.01% | No change | 240 | $89K |
| Duncker Streett & Co. Inc. | 0.02% | No change | 240 | $89K |
| Gould Capital, LLC | 0.05% | No change | 238 | $88K |
| Parallel Advisors, LLC | 0.00% | No change | 224 | $83K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -1.4% | 215 | $80K |
| Millstone Evans Group, LLC | 0.05% | No change | 208 | $77K |
| Centennial Bank | 0.03% | No change | 207 | $77K |
| St Germain D J Co. Inc. | 0.00% | New | 205 | $76K |
| Pinnacle Wealth Planning Services, Inc. | 0.01% | Reduce -23.4% | 200 | $74K |
| Pflug Koory, LLC | 0.03% | No change | 198 | $74K |
| Basso Capital Management, L.P. | 0.04% | New | 179 | $66K |
| GAMMA Investing LLC | 0.00% | Reduce -9.7% | 176 | $65K |
| Legacies Wealth LLC | 0.04% | No change | 175 | $65K |
| Strategic Wealth Advisors LLC | 0.05% | No change | 175 | $64K |
| Center for Financial Planning, Inc. | 0.01% | No change | 171 | $63K |
| Silicon Valley Capital Partners | 0.01% | No change | 168 | $62K |
| Missouri Trust & Investment Co | 0.02% | No change | 167 | $62K |
| Lodestone Wealth Management LLC | 0.02% | No change | 166 | $62K |
| MidFirst Bank | 0.01% | No change | 166 | $62K |
| Delta Asset Management LLC | 0.01% | No change | 163 | $60K |
| Cassaday & Co Wealth Management LLC | 0.00% | New | 160 | $59K |
| 1620 Investment Advisors, Inc. | 0.04% | No change | 148 | $55K |
| Tidemark, LLC | 0.01% | No change | 148 | $55K |
| Atlantic Private Wealth, LLC | 0.03% | No change | 141 | $52K |
| Ballast Advisors LLC | 0.01% | No change | 131 | $49K |
| Team Financial Group, LLC | 0.02% | No change | 131 | $49K |
| Advocate Investing Services LLC | 0.04% | No change | 126 | $47K |
| Horizons Wealth Management | 0.03% | No change | 122 | $45K |
| Salem Investment Counselors Inc. | 0.00% | New | 120 | $44K |
| Financial Connections Group, Inc. | 0.02% | No change | 120 | $44K |
| Angeles Wealth Management, LLC | 0.00% | New | 118 | $44K |
| Copia Wealth Management | 0.03% | No change | 117 | $43K |
| Glass Jacobson Investment Advisors llc | 0.01% | No change | 110 | $41K |
| Hughes Financial Services, LLC | 0.01% | No change | 108 | $40K |
| RMG Wealth Management LLC | 0.00% | New | 95 | $40K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 106 | $39K |
| Monetary Management Group Inc. | 0.01% | No change | 100 | $37K |
| Lanark Financial, Inc. | 0.00% | No change | 100 | $37K |
| Washington Trust Advisors, Inc. | 0.00% | No change | 93 | $34K |
| Bangor Savings Bank | 0.00% | Reduce -62.2% | 85 | $32K |
| Breakwater Investment Management | 0.01% | No change | 83 | $31K |
| JDM Financial Group LLC | 0.01% | No change | 73 | $27K |
| Motco | 0.00% | No change | 68 | $25K |
| Sittner & Nelson, LLC | 0.01% | No change | 63 | $23K |
| Game Plan Financial Advisors, LLC | 0.01% | No change | 60 | $22K |
| High Point Wealth Management, LLC | 0.02% | No change | 57 | $21K |
| Coston, McIsaac & Partners | 0.00% | No change | 59 | $21K |
| Elevate Wealth Advisory, Inc. | 0.01% | No change | 56 | $21K |
| Cardiff Park Advisors, LLC | 0.00% | No change | 55 | $20K |
| Walsh & Associates, LLC | 0.02% | No change | 55 | $20K |
| Cullen/Frost Bankers, Inc. | 0.00% | New | 51 | $19K |
| CNB Bank | 0.01% | No change | 50 | $19K |
| Financial Perspectives, Inc | 0.01% | No change | 50 | $19K |
| Oakworth Capital, Inc. | 0.00% | No change | 44 | $16K |
| National Bank of Canada | 0.00% | No change | 43 | $16K |
| Cambient Family Office, LLC | 0.00% | No change | 42 | $16K |
| McGuire Capital Advisors Inc. | 0.01% | No change | 34 | $13K |
| North Star Investment Management Corp. | 0.00% | No change | 34 | $13K |
| Frazier Financial Advisors, LLC | 0.01% | No change | 31 | $12K |
| Creative Capital Management Investments LLC | 0.00% | No change | 31 | $11K |
| FWL Investment Management, LLC | 0.00% | Reduce -50.0% | 30 | $11K |
| Glen Eagle Advisors, LLC | 0.00% | No change | 30 | $11K |
| LM Advisors LLC | 0.06% | Add +3.3% | 3,945 | $11K |
| Delos Wealth Advisors, LLC | 0.01% | No change | 28 | $10K |
| Mb, Levis & Associates, LLC | 0.00% | No change | 27 | $10K |
| Gilpin Wealth Management, LLC | 0.01% | No change | 25 | $9K |
| Morris Financial Concepts, Inc. | 0.00% | New | 23 | $9K |
| Financial Life Planners | 0.01% | New | 22 | $8K |
| SWAN Capital LLC | 0.00% | New | 22 | $8K |
| Vision Retirement, LLC | 0.00% | No change | 20 | $7K |
| London Co. of Virginia | 0.00% | Reduce -96.9% | 18 | $7K |
| MH & Associates Securities Management Corp. | 0.00% | No change | 14 | $5K |
| GW&K Investment Management, LLC | 0.00% | No change | 14 | $5K |
| Armor Investment Advisors, LLC | 0.00% | No change | 11 | $4K |
| Rossby Financial, LCC | 0.00% | No change | 10 | $4K |
| Murphy & Mullick Capital Management Corp | 0.00% | New | 10 | $4K |
| Wolff Wiese Magana LLC | 0.00% | No change | 10 | $4K |
| Wealth Enhancement Trust Services, Inc. | 0.00% | No change | 10 | $4K |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 10 | $4K |
| Gallagher Fiduciary Advisors, LLC | 0.00% | Add +36968.0% | 965,992 | $3K |
| Proathlete Wealth Management LLC | 0.00% | No change | 5 | $2K |
| Bfsg, LLC | 0.00% | No change | 5 | $2K |
| Strategic Advocates LLC | 0.01% | Reduce -99.1% | 5 | $2K |
| Bullseye Investment Management, LLC | 0.00% | No change | 3 | $1K |
| Aventura Private Wealth, LLC | 0.00% | No change | 1 | $371 |
| Nemes Rush Group LLC | 0.00% | No change | 1 | $371 |
"% of holder's portfolio" is IWV's weight in each manager's 13F, not the share of iShares Russell 3000 ETF the manager owns.