iShares Russell 3000 ETFIWVETF
13F holders, Q2 2026 (June 30)912holders +42
86new positions
35sold out
7famous investors
$425.76avg. 13F price*
At the end of Q2 2026, 912 institutions reported holding iShares Russell 3000 ETF (IWV) in their 13F filings, up 42 from Q1 2026. 86 opened new positions and 35 sold out. The largest holders were Goldman Sachs Group Inc. ($835.8M), SCS Capital Management LLC ($792.5M) and American Family Investments, Inc. ($693.9M). 7 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 Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- iShares Russell 3000 ETF
- CUSIP
- 464287689
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 86 | $105.7M |
| Exits | 35 | $69.3M |
All 13F filers, Q1 2026 → Q2 2026: 2,174,507 shares bought and 2,980,355 shares sold, net −805,848 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 912 holders
| Goldman Sachs Group Inc. | 0.09% | Add +15.2% | 1,960,068 | $835.8M |
| SCS Capital Management LLC | 7.49% | Reduce -0.4% | 1,858,646 | $792.5M |
| American Family Investments, Inc. | 12.52% | Add +92.9% | 1,627,426 | $693.9M |
| Morgan Stanley | 0.03% | Reduce -12.3% | 1,155,278 | $492.6M |
| BlackRock, Inc. | 0.01% | Reduce -44.2% | 1,004,513 | $428.3M |
| Northern Trust Corp. | 0.05% | Reduce -0.5% | 993,509 | $423.6M |
| Bank of America Corp. | 0.02% | Reduce -26.4% | 680,045 | $290.0M |
| UNC Management Company, Inc. | 10.91% | Add +0.2% | 529,017 | $225.6M |
| Pitcairn Wealth Advisors LLC | 23.51% | Reduce -0.8% | 503,370 | $214.6M |
| JPMorgan Chase & Co. | 0.01% | Add +0.9% | 479,995 | $203.1M |
| LPL Financial LLC | 0.04% | Add +1.8% | 465,469 | $198.5M |
| Focus Partners Wealth | 0.19% | Add +22.1% | 440,213 | $187.7M |
| Ameriprise Financial Inc. | 0.04% | Add +1.6% | 405,547 | $173.0M |
| PNC Financial Services Group, Inc. | 0.07% | Add +3.9% | 348,820 | $148.7M |
| Evensky & Katz LLC | 7.41% | Reduce -1.3% | 336,531 | $143.5M |
| Bank of New York Mellon Corp | 0.02% | Reduce -2.1% | 331,519 | $141.4M |
| HighTower Advisors, LLC | 0.13% | Add +0.4% | 319,386 | $136.2M |
| FMR LLC | 0.01% | Reduce -22.2% | 301,846 | $128.7M |
| UBS Group AG | 0.02% | Reduce -0.1% | 295,890 | $126.2M |
| TLWM | 20.30% | Reduce -0.5% | 292,816 | $124.9M |
| Gotham Asset Management | 0.29% | Add +1.3% | 292,440 | $124.7M |
| Lido Advisors, LLC | 0.41% | Reduce -2.2% | 268,919 | $114.7M |
| Sentinel Trust Co. Lba | 9.47% | Add +3.3% | 250,902 | $107.0M |
| Wells Fargo & Company | 0.02% | Reduce -3.2% | 244,347 | $104.2M |
| Mercer Global Advisors Inc. | 0.13% | Reduce -12.1% | 242,291 | $103.3M |
| Corient Private Wealth LP | 0.13% | Reduce -4.4% | 216,236 | $92.2M |
| Wealthspire Advisors, LLC | 0.50% | Add +414.2% | 212,799 | $90.7M |
| Captrust Financial Advisors | 0.13% | Add +23.6% | 202,285 | $86.3M |
| Blair William & Co. | 0.22% | Reduce -0.3% | 193,707 | $82.6M |
| Bricktown Capital, LLC | 14.42% | Reduce -15.9% | 187,144 | $79.8M |
| Stephens Inc. | 0.85% | Add +8.3% | 177,801 | $75.8M |
| Geneos Wealth Management Inc. | 1.46% | Reduce -1.6% | 167,834 | $71.6M |
| Calamos Wealth Management LLC | 2.14% | Add +6.2% | 163,526 | $69.7M |
| Bank of Nova Scotia | 0.10% | No change | 159,700 | $68.1M |
| Davis R M Inc. | 1.07% | No change | 159,675 | $68.1M |
| Pathstone Holdings, LLC | 0.20% | Add +493.0% | 159,058 | $67.8M |
| Raymond James Financial Inc. | 0.02% | Add +0.1% | 156,335 | $66.7M |
| Brown Advisory Inc. | 0.10% | Reduce -5.6% | 151,447 | $64.6M |
| AQR Capital Management | 0.02% | Add +22.1% | 149,816 | $63.9M |
| Cetera Investment Advisers | 0.06% | Reduce -0.3% | 148,874 | $63.5M |
| Waverly Advisors, LLC | 0.36% | Reduce -2.4% | 146,205 | $62.3M |
| Franklin Resources Inc. | 0.01% | Add +0.9% | 145,453 | $62.0M |
| Commerce Bank | 0.27% | Reduce -0.2% | 145,100 | $61.9M |
| Fifth Third Bancorp | 0.10% | Reduce -1.5% | 144,384 | $61.6M |
| Proficio Capital Partners LLC | 2.20% | Reduce -0.3% | 143,298 | $61.1M |
| Ballentine Partners, LLC | 0.72% | Reduce -0.1% | 138,773 | $59.2M |
| FFT Wealth Management LLC | 9.14% | Reduce -0.8% | 136,855 | $58.4M |
| Cerity Partners LLC | 0.07% | Add +2.6% | 127,832 | $54.5M |
| Beacon Pointe Advisors, LLC | 0.25% | Reduce -11.0% | 125,851 | $53.7M |
| Heck Capital Advisors, LLC | 3.17% | Add +10736.3% | 124,292 | $53.0M |
| Cresset Asset Management, LLC | 0.19% | Reduce -2.7% | 124,004 | $52.9M |
| Caprock Group, LLC | 0.97% | Reduce -1.3% | 119,191 | $50.8M |
| Ieq Capital, LLC | 0.23% | Reduce -33.4% | 116,454 | $49.7M |
| Jones Financial Companies LLLP | 0.02% | Add +2.3% | 117,905 | $49.2M |
| Wind River Trust Co | 16.40% | Reduce -8.2% | 113,918 | $48.6M |
| Pennington Partners & Co., LLC | 14.96% | Reduce -2.3% | 109,483 | $46.7M |
| Bessemer Group Inc. | 0.06% | Reduce -4.8% | 109,289 | $46.6M |
| Commonwealth Equity Services, LLC | 0.06% | Reduce -1.4% | 108,567 | $46.3M |
| Clearstead Advisors, LLC | 0.42% | Reduce -0.1% | 103,636 | $44.2M |
| AlphaCore Capital LLC | 0.80% | Reduce -3.9% | 102,427 | $43.7M |
| Osaic Holdings, Inc. | 0.05% | Reduce -0.1% | 98,874 | $42.2M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -2.0% | 93,596 | $39.9M |
| Royal Bank of Canada | 0.01% | Add +50.2% | 91,682 | $39.1M |
| Mariner, LLC | 0.04% | Reduce -1.4% | 90,538 | $38.6M |
| CIBC Asset Management Inc | 0.08% | New | 87,817 | $37.4M |
| Bank of Montreal | 0.01% | Add +5.5% | 85,698 | $36.5M |
| HB Wealth Management, LLC | 0.19% | Add +0.5% | 80,702 | $34.4M |
| Hantz Financial Services, Inc. | 0.46% | Reduce -1.4% | 78,942 | $33.7M |
| Brooklyn FI, LLC | 6.17% | Add +1.7% | 79,177 | $33.6M |
| Waldron Private Wealth LLC | 1.16% | Reduce -1.5% | 78,861 | $33.6M |
| Provenance Wealth Advisors, LLC | 3.19% | Reduce -1.1% | 78,528 | $33.5M |
| Brighton Jones LLC | 0.60% | Reduce -0.6% | 76,042 | $32.4M |
| Tanglewood Wealth Management, Inc. | 2.70% | Reduce -20.1% | 74,519 | $31.8M |
| Rockefeller Capital Management L.P. | 0.05% | Reduce -1.4% | 74,325 | $31.7M |
| Savant Capital, LLC | 0.09% | Reduce -0.1% | 74,224 | $31.6M |
| Great Diamond Partners, LLC | 5.29% | Add +0.1% | 72,221 | $30.8M |
| Epiq Partners, LLC | 13.33% | Add +6.2% | 71,755 | $30.6M |
| Finley Financial, LLC | 11.91% | Reduce -1.9% | 69,374 | $29.6M |
| Nations Financial Group Inc, /Ia/ | 1.40% | Reduce -3.5% | 68,656 | $29.3M |
| Laird Norton Wetherby Trust Company, LLC | 0.55% | Reduce -5.6% | 66,920 | $28.5M |
| US Bancorp \de | 0.03% | Reduce -1.6% | 63,550 | $27.1M |
| Tiaa-Cref Individual & Institutional Services, LLC | 0.09% | Reduce -3.2% | 60,355 | $25.7M |
| Trajan Wealth LLC | 0.96% | Add +1.1% | 59,839 | $25.5M |
| Johnson Investment Counsel Inc. | 0.18% | Add +0.1% | 58,190 | $24.8M |
| Truepoint, Inc. | 0.51% | Reduce -0.9% | 57,571 | $24.5M |
| Stairway Partners, LLC | 1.14% | Reduce -3.5% | 56,534 | $24.1M |
| Diversified Portfolios, Inc. | 1.74% | Reduce -0.1% | 56,280 | $24.0M |
| Citizens Financial Group Inc. | 0.28% | Add +1.1% | 54,790 | $23.4M |
| Greenspring Advisors, LLC | 1.26% | Reduce -0.4% | 53,486 | $22.8M |
| Truist Financial Corp. | 0.03% | Add +2.4% | 53,370 | $22.8M |
| Strategic Equity Management | 7.60% | Reduce -5.5% | 53,092 | $22.6M |
| Forvis Mazars Wealth Advisors, LLC | 0.37% | Add +5.4% | 52,369 | $22.3M |
| Citigroup Inc. | 0.01% | Add +10.9% | 52,068 | $22.2M |
| Compass Financial Group, Inc. | 8.67% | Reduce -5.0% | 48,145 | $20.5M |
| Quantinno Capital Management LP | 0.02% | Add +27.8% | 47,784 | $20.4M |
| KDK Private Wealth Management, LLC | 16.53% | Add +4.4% | 46,734 | $19.9M |
| Nepc LLC | 0.37% | No change | 46,031 | $19.6M |
| Creative Planning | 0.01% | Add +0.2% | 44,680 | $19.1M |
| Balentine LLC | 0.67% | Add +0.2% | 43,941 | $18.7M |
| Whittier Trust Co. | 0.18% | Add +30.7% | 42,663 | $18.3M |
| Fund Evaluation Group, LLC | 0.49% | Reduce -0.9% | 42,134 | $18.0M |
| Moss Adams Wealth Advisors LLC | 1.11% | Reduce -0.3% | 41,783 | $17.8M |
| Embree Financial Group | 1.77% | Reduce -2.9% | 41,512 | $17.7M |
| United Capital Financial Advisors, LLC | 0.10% | Reduce -1.0% | 41,483 | $17.7M |
| Strategic Investment Management, LLC | 6.07% | Reduce -52.3% | 41,391 | $17.6M |
| Crestwood Advisors Group, LLC | 0.26% | Reduce -2.8% | 41,335 | $17.6M |
| First Horizon Corp. | 0.68% | No change | 41,229 | $17.6M |
| Kestra Advisory Services, LLC | 0.06% | Reduce -1.1% | 40,750 | $17.4M |
| AlTi Global, Inc. | 0.35% | Add +0.5% | 40,240 | $17.2M |
| Moneywise, Inc. | 6.21% | Reduce -3.2% | 39,011 | $16.6M |
| Hanover Advisors Inc. | 5.82% | Reduce -0.8% | 37,867 | $16.1M |
| Ipswich Investment Management Co., Inc. | 3.33% | Add +0.3% | 36,947 | $15.8M |
| Wealth Enhancement Advisory Services, LLC | 0.03% | Add +1.8% | 36,574 | $15.7M |
| Roble, Belko & Company, Inc | 1.66% | No change | 36,119 | $15.4M |
| Tanager Wealth Management LLP | 1.33% | Add +2.0% | 35,804 | $15.3M |
| Allen Investment Management, LLC | 0.18% | Add +0.7% | 35,363 | $15.1M |
| Allspring Global Investments Holdings, LLC | 0.02% | Add +22.6% | 35,323 | $15.1M |
| Arax Advisory Partners | 0.10% | Add +1601.7% | 34,374 | $14.7M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Reduce -26.1% | 33,691 | $14.4M |
| JFS Wealth Advisors, LLC | 0.67% | Reduce -2.5% | 31,561 | $13.5M |
| Conservest Capital Advisors, Inc. | 1.06% | Add +0.1% | 31,236 | $13.3M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Add +5.5% | 30,025 | $12.8M |
| Partners Capital Investment Group, LLP | 0.45% | Add +0.2% | 29,975 | $12.8M |
| Stifel Financial Corp. | 0.01% | Add +2.4% | 29,521 | $12.6M |
| jvl associates llc | 3.52% | No change | 29,127 | $12.4M |
| UMB Bank, n.a. | 0.15% | Reduce -5.3% | 28,354 | $12.1M |
| Whittier Trust Co. of Nevada Inc. | 0.22% | Reduce -26.4% | 27,962 | $11.9M |
| Post Resch Tallon Group Inc. | 8.19% | Reduce -1.1% | 27,757 | $11.8M |
| One Day In July LLC | 0.81% | Reduce -4.4% | 27,411 | $11.7M |
| Strategic Wealth Partners, Ltd. | 0.69% | Add +9470.3% | 26,127 | $11.1M |
| CIBC Bancorp USA Inc. | 0.01% | Add +4.2% | 26,000 | $11.1M |
| BigSur Wealth Management LLC | 2.59% | No change | 25,200 | $10.7M |
| Glenmede Trust Co. NA | 0.05% | Reduce -11.5% | 24,275 | $10.4M |
| Rebalance, LLC | 0.54% | Reduce -2.3% | 24,185 | $10.3M |
| LCNB Corp. | 3.11% | Add +5.6% | 23,748 | $10.1M |
| Keybank National Association | 0.03% | Add +0.0% | 23,484 | $10.0M |
| Arcus Capital Partners, LLC | 4.09% | Add +18.9% | 23,199 | $9.9M |
| Brookstone Capital Management | 0.10% | Add +0.5% | 22,665 | $9.7M |
| Advisory Services Network, LLC | 0.11% | Add +0.6% | 22,630 | $9.6M |
| Norris Perne & French LLP | 0.41% | Reduce -1.5% | 22,541 | $9.6M |
| Jane Street Group, LLC | 0.01% | New | 22,370 | $9.5M |
| Circle Wealth Management, LLC | 0.12% | No change | 22,161 | $9.4M |
| New Republic Capital, LLC | 2.17% | Add +26.9% | 22,118 | $9.4M |
| Alliancebernstein L.P. | 0.00% | Reduce -4.0% | 25,431 | $9.4M |
| Vanguard National Trust Co | 0.51% | Reduce -8.4% | 22,103 | $9.4M |
| Cedar Wealth Management, LLC | 2.35% | Add +1.2% | 21,419 | $9.1M |
| Wilmington Savings Fund Society, FSB | 0.20% | No change | 21,412 | $9.1M |
| Mueller Wealth, LLC | 6.17% | Add +4.9% | 21,245 | $9.1M |
| Baird Financial Group, Inc. | 0.01% | Reduce -1.1% | 21,109 | $9.0M |
| Fiduciary Trust Co | 0.10% | Reduce -4.3% | 20,818 | $8.9M |
| Sheridan Capital Management, LLC | 4.20% | Reduce -1.9% | 20,455 | $8.7M |
| Apella Capital, LLC | 0.12% | Reduce -0.2% | 20,446 | $8.7M |
| Anchyra Partners LLC | 2.05% | Add +8.3% | 19,989 | $8.5M |
| Aspiriant, LLC | 0.21% | Reduce -1.0% | 19,662 | $8.4M |
| Ameritas Advisory Services, LLC | 0.16% | New | 18,837 | $8.0M |
| Forte Asset Management LLC | 3.27% | Add +0.7% | 18,733 | $8.0M |
| Xponance LLC | 0.05% | Add +11.9% | 18,575 | $7.9M |
| Jordan Park Group LLC | 0.40% | No change | 18,515 | $7.9M |
| First National Bank of Omaha | 0.22% | Add +0.9% | 18,574 | $7.9M |
| MML Investors Services, LLC | 0.02% | Add +26.0% | 18,378 | $7.8M |
| Legacy Trust | 1.38% | Reduce -2.7% | 18,331 | $7.8M |
| West Paces Advisors Inc. | 1.27% | Reduce -0.5% | 17,766 | $7.6M |
| Elyxium Wealth, LLC | 0.79% | No change | 17,730 | $7.6M |
| EP Wealth Advisors, LLC | 0.03% | Add +10.0% | 17,713 | $7.6M |
| WHI TRUST Co LLC | 4.80% | Add +2.0% | 17,421 | $7.4M |
| Triune Financial Partners, LLC | 1.55% | Add +0.2% | 17,410 | $7.4M |
| Susquehanna International Group, LLP | 0.01% | Reduce -0.9% | 16,994 | $7.2M |
| Winthrop Advisory Group LLC | 0.48% | Reduce -0.7% | 16,711 | $7.1M |
| BTC Capital Management, Inc. | 0.43% | No change | 16,691 | $7.1M |
| Gilbert & Cook, Inc. | 0.81% | Reduce -0.0% | 16,481 | $7.0M |
| Tower Research Capital LLC (TRC) | 0.17% | New | 16,130 | $6.9M |
| Sequoia Financial Advisors, LLC | 0.03% | Reduce -0.3% | 15,860 | $6.8M |
| Mission Wealth Management, LP | 0.08% | Add +0.6% | 15,777 | $6.7M |
| Bleakley Financial Group, LLC | 0.09% | Add +18.4% | 15,643 | $6.7M |
| NewEdge Advisors, LLC | 0.02% | Reduce -6.9% | 15,344 | $6.5M |
| Aries Wealth Management | 1.28% | No change | 15,294 | $6.5M |
| Midwest Professional Planners, LTD. | 1.27% | Add +0.7% | 15,165 | $6.5M |
| Klingenstein Fields & Co. LP | 0.22% | No change | 14,928 | $6.4M |
| Summit Trail Advisors, LLC | 0.08% | Reduce -4.1% | 14,796 | $6.3M |
| Financial Council, LLC | 2.03% | Add +1.0% | 14,651 | $6.2M |
| Ascent Wealth Partners, LLC | 0.62% | No change | 14,599 | $6.2M |
| Cambridge Associates LLC /Ma/ | 0.09% | No change | 14,597 | $6.2M |
| Cozad Asset Management Inc. | 0.40% | Reduce -0.7% | 14,588 | $6.2M |
| Halbert Hargrove Global Advisors, LLC | 0.27% | Reduce -7.1% | 14,354 | $6.1M |
| MAI Capital Management | 0.02% | Add +22.0% | 14,352 | $6.1M |
| Curi Capital, LLC | 0.09% | Reduce -6.8% | 13,962 | $6.0M |
| Sowell Financial Services LLC | 0.19% | Reduce -1.2% | 13,867 | $5.9M |
| Silvercrest Asset Management Group LLC | 0.04% | Reduce -1.6% | 13,806 | $5.9M |
| William Howard & Co Financial Advisors Inc | 4.57% | Add +0.0% | 13,778 | $5.9M |
| Vise Technologies, Inc. | 0.07% | Add +78.7% | 13,545 | $5.8M |
| Renaissance Technologies | 0.01% | New | 13,520 | $5.8M |
| Greenline Partners, LLC | 0.57% | No change | 13,244 | $5.6M |
| MPS Loria Financial Planners, LLC | 1.28% | Add +1.6% | 13,100 | $5.6M |
| Basecamp Wealth Advisors LLC | 1.02% | Reduce -0.1% | 12,875 | $5.5M |
| Aquire Wealth Advisors, LLC | 1.26% | Reduce -4.2% | 12,834 | $5.5M |
| Lowe Brockenbrough & Co. Inc. | 0.24% | Add +1.1% | 12,814 | $5.5M |
| St. Louis Trust Co | 0.60% | Add +0.0% | 21,772 | $5.3M |
| Prime Capital Investment Advisors, LLC | 0.05% | Add +0.1% | 12,344 | $5.3M |
| Ironwood Investment Management LLC | 1.79% | Add +7.7% | 12,154 | $5.2M |
| Equitable Holdings, Inc. | 0.03% | Add +6.7% | 12,133 | $5.2M |
| State Board of Administration of Florida Retirement System | 0.01% | New | 12,000 | $5.1M |
| Blue Fin Capital, Inc. | 0.73% | Reduce -2.4% | 11,859 | $5.1M |
| Lutz Financial Services LLC | 0.31% | No change | 11,854 | $5.1M |
| Sax Wealth Advisors, LLC | 0.21% | Add +34.3% | 13,630 | $5.1M |
| Simon Quick Advisors, LLC | 0.20% | Reduce -2.5% | 11,845 | $5.1M |
| Zacks Investment Management | 0.03% | Reduce -8.7% | 11,437 | $4.9M |
| Focus Partners Advisor Solutions, LLC | 0.04% | Add +125.2% | 11,267 | $4.8M |
| Twin Focus Capital Partners, LLC | 0.49% | Reduce -0.2% | 11,226 | $4.8M |
| Savvy Advisors, Inc. | 0.10% | Reduce -6.1% | 11,134 | $4.7M |
| BNP Paribas Financial Markets | 0.00% | Reduce -11.5% | 10,880 | $4.6M |
| First Heartland Consultants, Inc. | 0.30% | Reduce -0.2% | 10,724 | $4.6M |
| HRT Financial LP | 0.01% | Add +253.9% | 10,709 | $4.6M |
| Single Point Partners, LLC | 0.80% | Add +0.1% | 10,695 | $4.6M |
| Intelligence Driven Advisers, LLC | 0.74% | Reduce -5.0% | 10,691 | $4.6M |
| Chicago Partners Investment Group LLC | 0.09% | Reduce -38.3% | 10,402 | $4.4M |
| McClarren Financial Advisors, Inc. | 2.24% | Add +0.1% | 10,165 | $4.3M |
| Stratos Wealth Partners, LTD. | 0.04% | Reduce -2.0% | 9,780 | $4.2M |
| Certuity, LLC | 0.20% | Reduce -5.4% | 9,720 | $4.1M |
| Chesapeake Wealth Management | 1.16% | Reduce -5.9% | 9,714 | $4.1M |
| Norden Group LLC | 0.34% | Reduce -5.1% | 9,711 | $4.1M |
| Alesco Advisors, LLC, An ESL Co | 0.09% | No change | 9,608 | $4.1M |
| Zhang Financial LLC | 0.12% | Reduce -0.4% | 9,511 | $4.1M |
| O'shaughnessy Asset Management, LLC | 0.02% | Add +0.6% | 9,421 | $4.0M |
| Sand Hill Global Advisors, LLC | 0.12% | Reduce -2.7% | 9,385 | $4.0M |
| Fort Washington Investment Advisors Inc. | 0.02% | Reduce -0.3% | 9,379 | $4.0M |
| Institute for Wealth Management, LLC. | 0.35% | No change | 9,363 | $4.0M |
| Mosaic Advisors LLC | 5.29% | No change | 9,249 | $3.9M |
| Concurrent Investment Advisors, LLC | 0.03% | Reduce -0.5% | 9,090 | $3.9M |
| Tolleson Wealth Management, Inc. | 0.52% | No change | 9,066 | $3.9M |
| Cahill Financial Advisors Inc. | 0.37% | Add +0.1% | 9,031 | $3.9M |
| Simmons Bank | 0.22% | Reduce -4.4% | 8,955 | $3.8M |
| Lakeshore Financial Planning, Inc. | 1.22% | No change | 8,897 | $3.8M |
| Family Office Research LLC | 1.42% | Reduce -1.6% | 8,872 | $3.8M |
| NewEdge Wealth, LLC | 0.04% | Add +10.8% | 8,789 | $3.7M |
| Integrated Wealth Concepts LLC | 0.02% | Reduce -0.1% | 8,662 | $3.7M |
| WASHINGTON TRUST Co | 0.11% | Reduce -0.9% | 8,562 | $3.7M |
| Foundation Wealth Management, LLC\PA | 1.10% | Reduce -2.7% | 8,541 | $3.6M |
| First Hawaiian Bank | 0.44% | Reduce -2.2% | 8,107 | $3.5M |
| BOK Financial Private Wealth, Inc. | 0.18% | No change | 8,103 | $3.5M |
| Chokshi & Queen Wealth Advisors, Inc | 1.57% | Reduce -0.2% | 7,967 | $3.4M |
| Matrix Private Capital Group LLC | 1.47% | Reduce -0.5% | 7,948 | $3.4M |
| Sigma Planning Corp | 0.08% | Add +1.7% | 7,818 | $3.3M |
| Modern Wealth Management, LLC | 0.04% | Add +75.1% | 7,680 | $3.3M |
| Wealthcare Capital Management LLC | 0.31% | Reduce -9.3% | 7,653 | $3.3M |
| Wesbanco Bank Inc. | 0.08% | Add +125.5% | 7,644 | $3.3M |
| Planning Alternatives Ltd. | 0.34% | Reduce -0.5% | 7,516 | $3.2M |
| Prudential Financial Inc. | 0.00% | No change | 7,440 | $3.2M |
| Pinnacle Financial Partners, Inc. | 0.02% | Add +0.9% | 7,334 | $3.1M |
| Renasant Bank | 2.01% | No change | 7,326 | $3.1M |
| Meridian Financial Partners LLC | 1.06% | Reduce -1.3% | 7,209 | $3.1M |
| Financial Engines Advisors L.L.C. | 0.01% | Reduce -1.3% | 7,167 | $3.1M |
| Badgley Phelps Wealth Managers, LLC | 0.05% | Reduce -3.7% | 7,088 | $3.0M |
| GC Wealth Management RIA, LLC | 0.17% | Reduce -0.1% | 7,027 | $3.0M |
| Orion Porfolio Solutions, LLC | 0.02% | Add +0.0% | 7,011 | $3.0M |
| Wedmont Private Capital | 0.08% | Add +0.2% | 6,843 | $2.9M |
| Fonville Wealth Management LLC | 0.48% | No change | 6,887 | $2.9M |
| Sterling Capital Management LLC | 0.05% | Add +8.0% | 6,833 | $2.9M |
| Avant Financial Advisors LLC | 1.80% | Add +4.3% | 6,764 | $2.9M |
| Flputnam Investment Management Co. | 0.03% | Reduce -4.7% | 6,945 | $2.9M |
| JMG Financial Group, Ltd. | 0.07% | Reduce -7.3% | 6,702 | $2.9M |
| IMA Advisory Services, Inc. | 0.18% | No change | 6,690 | $2.9M |
| OpenArc Corporate Advisory, LLC | 0.03% | Reduce -0.9% | 6,572 | $2.8M |
| XY Planning Network, Inc. | 0.35% | Reduce -2.1% | 6,565 | $2.8M |
| Private Advisor Group, LLC | 0.01% | Reduce -55.8% | 6,489 | $2.8M |
| City Holding Co. | 0.31% | Reduce -8.6% | 6,434 | $2.7M |
| Signature Resources Capital Management, LLC | 1.07% | No change | 6,380 | $2.7M |
| Oxford Financial Group, LTD. LLC | 0.14% | No change | 6,331 | $2.7M |
| GeoWealth Management, LLC | 0.08% | Reduce -0.4% | 6,271 | $2.7M |
| Tiaa Trust, National Association | 0.16% | Reduce -0.7% | 6,208 | $2.6M |
| OneAscent Financial Services LLC | 0.13% | No change | 6,190 | $2.6M |
| Castle Rock Wealth Management, LLC | 0.52% | Add +8.1% | 6,184 | $2.6M |
| Modera Wealth Management, LLC | 0.03% | Reduce -1.6% | 6,164 | $2.6M |
| Janney Montgomery Scott LLC | 0.01% | Add +0.0% | 6,082 | $2.6M |
| Portland Global Advisors LLC | 0.25% | No change | 6,067 | $2.6M |
| Dorsey & Whitney Trust CO LLC | 0.12% | Reduce -2.9% | 5,997 | $2.6M |
| Aptus Capital Advisors, LLC | 0.02% | Add +0.1% | 5,812 | $2.5M |
| Brown Brothers Harriman & Co. | 0.01% | Add +1.9% | 5,772 | $2.5M |
| Wealthedge Investment Advisors, LLC | 0.84% | Reduce -9.3% | 5,763 | $2.5M |
| Yardley Wealth Management LLC | 1.11% | Reduce -0.1% | 5,741 | $2.4M |
| Rialto Wealth Management, LLC | 0.48% | Reduce -2.4% | 5,729 | $2.4M |
| First National Trust Co | 0.08% | Add +4.9% | 5,675 | $2.4M |
| SouthState Bank Corp | 0.10% | Reduce -9.5% | 5,629 | $2.4M |
| National Philanthropic Trust | 0.03% | New | 5,622 | $2.4M |
| Strategic Blueprint, LLC | 0.12% | Reduce -1.3% | 5,590 | $2.4M |
| M&T Bank Corp | 0.01% | Reduce -6.0% | 5,588 | $2.4M |
| Nvest Financial, LLC | 0.75% | Reduce -2.4% | 5,582 | $2.4M |
| Punch & Associates Investment Management, Inc. | 0.12% | Add +1.4% | 5,566 | $2.4M |
| Verum Partners LLC | 0.36% | No change | 5,539 | $2.4M |
| Moisand Fitzgerald Tamayo, LLC | 0.23% | No change | 5,500 | $2.3M |
| Kayne Anderson Rudnick Investment Management LLC | 0.01% | Reduce -26.6% | 5,497 | $2.3M |
| CENTRAL TRUST Co | 0.04% | No change | 5,484 | $2.3M |
| Silvia McColl Wealth Management, LLC | 1.40% | Reduce -0.6% | 5,448 | $2.3M |
| Wealth Architects, LLC | 0.18% | No change | 5,430 | $2.3M |
| Avidian Wealth Enterprises, LLC | 0.06% | Reduce -4.9% | 5,280 | $2.3M |
| BCS Private Wealth Management, Inc. | 0.67% | No change | 5,211 | $2.2M |
| High Probability Advisors, LLC | 0.24% | No change | 5,180 | $2.2M |
| Beacon Financial Group | 0.20% | Reduce -0.8% | 5,105 | $2.2M |
| Independence Bank of Kentucky | 0.24% | Reduce -6.6% | 5,094 | $2.2M |
| Manchester Financial Inc. | 0.38% | No change | 4,996 | $2.1M |
| Berkshire Asset Management LLC | 0.08% | No change | 4,941 | $2.1M |
| Fiduciary Wealth Partners, LLC | 1.15% | No change | 4,888 | $2.1M |
| Wealthcare Advisory Partners LLC | 0.04% | Reduce -11.3% | 4,842 | $2.1M |
| Guardian Wealth Advisors, LLC / NC | 0.12% | Add +0.2% | 4,828 | $2.1M |
| Ledyard National Bank | 0.16% | Reduce -0.3% | 4,806 | $2.0M |
| Indivisible Partners | 0.12% | New | 4,781 | $2.0M |
| Pure Financial Advisors, LLC | 0.03% | Reduce -0.4% | 4,742 | $2.0M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +18.6% | 4,695 | $2.0M |
| Cohen Capital Management, Inc. | 0.27% | No change | 4,637 | $2.0M |
| Garde Capital, Inc. | 0.09% | No change | 4,628 | $2.0M |
| Dakota Wealth Management | 0.04% | Reduce -1.5% | 4,626 | $2.0M |
| Sanctuary Advisors, LLC | 0.01% | Reduce -2.0% | 4,603 | $2.0M |
| Asset Dedication, LLC | 0.12% | Add +3.0% | 4,519 | $1.9M |
| Motive Wealth Advisors | 0.79% | No change | 4,508 | $1.9M |
| Chesley Taft & Associates LLC | 0.07% | Reduce -1.1% | 4,458 | $1.9M |
| Bakala Capital LLC | 8.23% | No change | 4,405 | $1.9M |
| BIP Wealth, LLC | 0.05% | No change | 4,405 | $1.9M |
| Midwest Trust Co | 0.02% | Add +6.1% | 4,373 | $1.9M |
| KilterHowling LLC | 0.83% | Add +0.2% | 4,324 | $1.8M |
| Clark Capital Management Group, Inc. | 0.01% | Add +116.4% | 4,312 | $1.8M |
| CVA Family Office, LLC | 0.17% | Reduce -1.2% | 4,295 | $1.8M |
| Dunhill Financial, LLC | 0.37% | Reduce -1.1% | 4,278 | $1.8M |
| Tennessee Valley Asset Management Partners | 0.20% | No change | 4,249 | $1.8M |
| Evercore Wealth Management, LLC | 0.03% | No change | 4,232 | $1.8M |
| Independent Financial Group, LLC | 0.03% | Reduce -7.2% | 4,183 | $1.8M |
| Nuveen, LLC | 0.00% | New | 4,177 | $1.8M |
| Merit Financial Group, LLC | 0.01% | Reduce -1.3% | 4,174 | $1.8M |
| Moneta Group Investment Advisors LLC | 0.01% | Reduce -0.9% | 4,154 | $1.8M |
| Canandaigua National Bank & Trust Co. | 0.15% | — | 4,150 | $1.8M |
| Peapack Gladstone Financial Corp. | 0.02% | Reduce -0.1% | 4,137 | $1.8M |
| Timonier Family Office, LTD. | 0.49% | — | 4,101 | $1.7M |
| Brown Wealth Management, LLC | 0.38% | Add +49.9% | 3,987 | $1.7M |
| Nicolet Bankshares Inc. | 0.05% | No change | 3,984 | $1.7M |
| Well Done, LLC | 0.23% | No change | 3,946 | $1.7M |
| RFG - Bristol Wealth Advisors, LLC | 0.40% | Add +0.1% | 3,923 | $1.7M |
| Capital Analysts, LLC | 0.04% | Add +0.0% | 3,877 | $1.7M |
| Fisher Asset Management | 0.00% | New | 3,840 | $1.6M |
| Rhumbline Advisers | 0.00% | Reduce -11.1% | 3,831 | $1.6M |
| Johnson Financial Group, Inc. | 0.05% | Reduce -1.3% | 3,803 | $1.6M |
| Great Valley Advisor Group, Inc. | 0.03% | Add +2.8% | 3,799 | $1.6M |
| Retirement Planning Group, LLC | 0.04% | No change | 3,775 | $1.6M |
| Rossmore Private Capital | 0.13% | Add +5.2% | 3,754 | $1.6M |
| Firestone Capital Management | 0.30% | Add +0.1% | 3,732 | $1.6M |
| Sensible Money, LLC | 0.42% | No change | 3,729 | $1.6M |
| Augustine Asset Management Inc. | 0.32% | No change | 3,714 | $1.6M |
| Allworth Financial LP | 0.01% | Add +19.5% | 3,713 | $1.6M |
| ETF Portfolio Partners, Inc. | 0.37% | Add +0.2% | 3,693 | $1.6M |
| Vista Capital Partners, Inc. | 0.14% | No change | 3,690 | $1.6M |
| SilverOak Wealth Management LLC | 0.20% | No change | 3,666 | $1.6M |
| Syon Capital LLC | 0.07% | New | 3,639 | $1.6M |
| New England Private Wealth Advisors LLC | 0.15% | Add +0.1% | 3,653 | $1.5M |
| Indiana Trust & Investment Management Co | 0.41% | No change | 3,547 | $1.5M |
| IHT Wealth Management, LLC | 0.03% | Add +35.6% | 3,517 | $1.5M |
| Stokes Family Office, LLC | 0.17% | No change | 3,500 | $1.5M |
| Wellspring Financial Advisors, LLC | 0.10% | No change | 3,498 | $1.5M |
| Cambria Investment Management, L.P. | 0.07% | Add +1.9% | 3,454 | $1.5M |
| Empowered Funds, LLC | 0.01% | Add +1.9% | 3,454 | $1.5M |
| Smith Salley Wealth Management | 0.06% | Add +7.4% | 3,413 | $1.5M |
| Bernardo Wealth Planning LLC | 0.25% | No change | 3,411 | $1.5M |
| Abacus Planning Group, Inc. | 0.18% | No change | 3,387 | $1.4M |
| Atala Financial Inc | 0.88% | No change | 3,383 | $1.4M |
| Cahaba Wealth Management, Inc. | 0.09% | Add +0.1% | 3,372 | $1.4M |
| J.W. Cole Advisors, Inc. | 0.02% | New | 3,368 | $1.4M |
| Fort Sheridan Advisors LLC | 0.15% | No change | 3,363 | $1.4M |
| Bartlett & Co. Wealth Management LLC | 0.02% | No change | 3,345 | $1.4M |
| Stratos Wealth Advisors, LLC | 0.08% | Add +1.4% | 3,331 | $1.4M |
| AMG National Trust Bank | 0.03% | No change | 3,315 | $1.4M |
| Graves Light Lenhart Wealth, Inc. | 0.13% | Add +1.9% | 3,305 | $1.4M |
| Zions Bancorporation, National Association | 0.08% | No change | 3,270 | $1.4M |
| CoreCap Advisors, LLC | 0.04% | Add +22.7% | 3,226 | $1.4M |
| Visionary Wealth Advisors | 0.05% | Add +0.2% | 3,219 | $1.4M |
| Crescent Grove Advisors, LLC | 0.12% | Reduce -6.9% | 3,195 | $1.4M |
| Valeo Financial Advisors, LLC | 0.03% | Add +2.6% | 3,194 | $1.4M |
| Sonata Capital Group Inc. | 0.44% | Reduce -0.6% | 3,190 | $1.4M |
| Callan Family Office, LLC | 0.03% | No change | 3,156 | $1.3M |
| Smartleaf Asset Management LLC | 0.04% | No change | 3,164 | $1.3M |
| Carter Financial Group, INC. | 0.69% | No change | 3,115 | $1.3M |
| Parcion Private Wealth LLC | 0.07% | No change | 3,110 | $1.3M |
| Sage Mountain Advisors LLC | 0.08% | No change | 3,053 | $1.3M |
| Kingsview Wealth Management, LLC | 0.02% | Add +6.8% | 3,024 | $1.3M |
| E&G Advisors, LLC | 0.25% | No change | 3,002 | $1.3M |
| American State Bank (Iowa) | 0.52% | Reduce -53.6% | 2,999 | $1.3M |
| Owl Creek Wealth Partners LLC | 0.37% | Add +0.2% | 2,983 | $1.3M |
| Rwa Wealth Partners, LLC | 0.01% | No change | 2,975 | $1.3M |
| XML Financial, LLC | 0.09% | Add +0.2% | 2,961 | $1.3M |
| Condor Capital Management | 0.09% | No change | 2,936 | $1.3M |
| Safe Harbor Family Capital, LLC | 0.83% | Add +0.0% | 2,919 | $1.2M |
| Gross & Hartman Investments LLC | 0.55% | No change | 2,919 | $1.2M |
| Sargent Investment Group, LLC | 0.15% | Add +1.3% | 2,917 | $1.2M |
| GHP Investment Advisors, Inc. | 0.05% | Add +0.0% | 2,910 | $1.2M |
| International Assets Investment Management, LLC | 0.07% | Reduce -0.3% | 2,881 | $1.2M |
| Greenwood Capital Associates LLC | 0.12% | No change | 2,871 | $1.2M |
| Old Mission Investment Co LLC | 0.25% | No change | 2,800 | $1.2M |
| Neuberger Berman Group LLC | 0.00% | No change | 2,795 | $1.2M |
| Glenview Trust Co | 0.02% | No change | 2,792 | $1.2M |
| Beaumont Asset Management, L.L.C. | 0.46% | No change | 2,791 | $1.2M |
| Aprio Wealth Management, LLC | 0.06% | No change | 2,729 | $1.2M |
| Naples Global Advisors, LLC | 0.07% | No change | 2,728 | $1.2M |
| Dynamic Advisor Solutions LLC | 0.03% | Reduce -1.8% | 2,709 | $1.2M |
| Park Avenue Securities LLC | 0.01% | Reduce -10.4% | 2,660 | $1.1M |
| Soltis Investment Advisors LLC | 0.07% | Add +0.3% | 2,651 | $1.1M |
| Asset Allocation & Management Company, LLC | 0.37% | No change | 2,641 | $1.1M |
| Strategic Family Wealth Counselors, L.L.C. | 0.26% | No change | 2,640 | $1.1M |
| SkyOak Wealth, LLC | 0.18% | Reduce -1.5% | 2,640 | $1.1M |
| Hunter Associates Investment Management LLC | 0.13% | Reduce -5.8% | 2,625 | $1.1M |
| IFG Advisory, LLC | 0.04% | New | 2,603 | $1.1M |
| &partners | 0.00% | Reduce -27.3% | 2,594 | $1.1M |
| Wealth Management Partners, LLC | 0.26% | No change | 2,587 | $1.1M |
| W1M Asset Management Ltd | 0.01% | No change | 2,526 | $1.1M |
| McGlone Suttner Wealth Management, Inc. | 0.13% | Reduce -2.2% | 2,523 | $1.1M |
| Gallagher Fiduciary Advisors, LLC | 0.04% | Reduce -99.7% | 2,517 | $1.1M |
| Kovack Advisors, Inc. | 0.05% | Reduce -0.5% | 2,517 | $1.1M |
| W Advisors, LLC | 0.49% | Add +10.8% | 2,512 | $1.1M |
| Performa Ltd (US), LLC | 0.17% | New | 2,500 | $1.1M |
| Nestegg Advisors, Inc. | 0.75% | No change | 2,497 | $1.1M |
| Coyle Financial Counsel LLC | 0.19% | No change | 2,460 | $1.0M |
| Keb Asset Management, LLC | 0.17% | No change | 2,439 | $1.0M |
| Steelhead Wealth Management LLC | 0.41% | No change | 2,387 | $1.0M |
| Red Spruce Capital, LLC | 0.35% | Add +0.3% | 2,375 | $1.0M |
| Capstone Financial Advisors, Inc. | 0.05% | Add +0.2% | 2,363 | $1.0M |
| Harbor Investment Advisory, LLC | 0.07% | No change | 2,358 | $1.0M |
| Acropolis Investment Management, LLC | 0.04% | No change | 2,355 | $1.0M |
| Blue Edge Capital, LLC | 0.12% | No change | 2,344 | $999K |
| Kestra Private Wealth Services, LLC | 0.01% | Reduce -4.6% | 2,334 | $995K |
| Private Trust Co. NA | 0.08% | No change | 2,329 | $993K |
| Houlihan Financial Resource Group, Ltd. | 0.35% | No change | 2,324 | $991K |
| Bayshore Capital Advisors, LLC | 0.46% | No change | 2,301 | $981K |
| Prosperity Planning, Inc. | 0.31% | No change | 2,280 | $972K |
| HSBC Holdings PLC | 0.00% | Reduce -3.6% | 2,255 | $962K |
| Patten & Patten Inc. | 0.05% | No change | 2,247 | $958K |
| TBH Global Asset Management, LLC | 0.17% | No change | 2,236 | $953K |
| Baring Financial LLC | 0.52% | Reduce -4.4% | 2,205 | $940K |
| KLCM Advisors, Inc. | 0.07% | No change | 2,165 | $923K |
| Brian Low Financial Group, LLC | 0.54% | New | 2,151 | $917K |
| Farther Finance Advisors, LLC | 0.01% | Reduce -38.7% | 2,146 | $915K |
| Northeast Planning Associates, Inc. / NH / | 0.68% | No change | 2,210 | $913K |
| MSH Capital Advisors LLC | 0.16% | Reduce -0.6% | 2,140 | $913K |
| Evergreen Capital Management LLC | 0.02% | No change | 2,122 | $905K |
| Hollencrest Capital Management | 0.06% | No change | 2,116 | $902K |
| AGH Wealth Advisors, LLC | 0.57% | Reduce -5.8% | 2,106 | $898K |
| Dempze Nancy E | 0.43% | No change | 2,102 | $896K |
| Burns J W & Co. Inc. | 0.09% | No change | 2,085 | $889K |
| Choreo, LLC | 0.01% | Add +11.4% | 2,077 | $886K |
| Sightline Wealth Advisors, LLC | 0.32% | Add +0.2% | 2,072 | $883K |
| Legacy Capital Wealth Partners, LLC | 0.17% | New | 2,060 | $878K |
| Facet Wealth, Inc. | 0.01% | Add +8.1% | 2,048 | $873K |
| Martin Capital Advisors, LLP | 0.46% | No change | 2,040 | $870K |
| Ascent Group, LLC | 0.03% | No change | 2,022 | $862K |
| Valmark Advisers, Inc. | 0.01% | Add +0.3% | 2,021 | $862K |
| World Investment Advisors | 0.01% | Reduce -7.2% | 2,310 | $856K |
| D.A. Davidson & Co. | 0.00% | Reduce -38.6% | 2,007 | $856K |
| Atria Investments, Inc | 0.01% | New | 2,004 | $855K |
| Aegis Wealth Management LLC | 0.40% | New | 2,000 | $853K |
| Harbor Advisors LLC | 0.11% | No change | 2,000 | $853K |
| Mason & Associates Inc | 0.14% | Reduce -5.7% | 1,983 | $845K |
| LWM Advisory Services, LLC | 1.50% | Reduce -30.1% | 1,977 | $843K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.04% | Reduce -16.2% | 1,964 | $837K |
| Elm Partners Management LLC | 0.03% | New | 1,951 | $832K |
| Perigon Wealth Management, LLC | 0.01% | Add +4.7% | 1,940 | $827K |
| Diversified Trust Co. | 0.01% | Add +0.5% | 1,932 | $824K |
| Topsail Wealth Management, LLC | 0.11% | No change | 1,931 | $823K |
| Resolute Capital, LLC | 0.28% | New | 1,914 | $816K |
| Sentinel Wealth Management, Inc. | 0.57% | No change | 1,906 | $813K |
| Gladstone Institutional Advisory LLC | 0.03% | New | 1,905 | $812K |
| Bokf, NA | 0.01% | Reduce -5.1% | 1,898 | $809K |
| SlateStone Wealth, LLC | 0.06% | No change | 1,869 | $797K |
| Forum Financial Management, LP | 0.01% | Add +0.2% | 1,864 | $795K |
| Waystone Advisors LLC | 0.59% | Reduce -1.3% | 1,842 | $785K |
| Armbruster Capital Management, Inc. | 0.12% | Add +0.6% | 1,840 | $785K |
| RKL Wealth Management LLC | 0.06% | Add +0.2% | 1,823 | $777K |
| One Capital Management, LLC | 0.02% | No change | 2,075 | $769K |
| Climber Capital SA | 0.47% | No change | 1,800 | $766K |
| Joel Isaacson & Co., LLC | 0.02% | Add +0.1% | 1,772 | $756K |
| Ellis Investment Partners, LLC | 0.11% | Add +0.1% | 1,750 | $746K |
| Cambridge Financial Group, LLC | 0.23% | Reduce -18.5% | 1,732 | $739K |
| 1834 Investment Advisors Co. | 0.08% | No change | 1,731 | $738K |
| Patten Group, Inc. | 0.11% | Add +5.5% | 1,722 | $734K |
| MTM Investment Management, LLC | 0.21% | Add +1.5% | 1,720 | $733K |
| First Interstate Bank | 0.04% | No change | 1,718 | $733K |
| Mullaney, Keating & Wright, Inc. | 0.35% | Reduce -1.2% | 1,718 | $733K |
| Burke & Herbert Bank & Trust Co. | 0.18% | No change | 1,716 | $732K |
| ASL Financial, LLC | 0.52% | No change | 1,715 | $731K |
| Ashton Thomas Private Wealth, LLC | 0.02% | Reduce -0.9% | 1,693 | $722K |
| Third View Private Wealth, LLC | 0.09% | No change | 1,690 | $721K |
| Betterment LLC | 0.00% | Add +31.0% | 1,669 | $712K |
| Stronghold Wealth Management L.L.C. | 0.95% | Reduce -20.3% | 1,664 | $710K |
| FWG Holdings, LLC | 0.25% | Add +27.4% | 1,684 | $708K |
| 17 Capital Partners, LLC | 0.32% | Add +9.4% | 1,658 | $707K |
| Bradley & Co. Private Wealth Management, LLC | 0.34% | No change | 1,653 | $705K |
| Scotia Capital Inc. | 0.00% | Add +9.0% | 1,652 | $704K |
| VERITY Wealth Advisors | 0.43% | No change | 1,651 | $704K |
| Affinity Capital Advisors, LLC | 0.09% | Add +0.2% | 1,643 | $704K |
| Foster Group, Inc. | 0.02% | Reduce -1.4% | 1,634 | $697K |
| Grey Fox Wealth Advisors, LLC | 0.11% | No change | 1,630 | $695K |
| Root Financial Partners, LLC | 0.03% | No change | 1,615 | $689K |
| Prime Buchholz LLC | 0.25% | New | 1,607 | $685K |
| Pathway Financial Advisors LLC | 0.08% | No change | 1,600 | $680K |
| Boston Trust Walden Corp | 0.01% | No change | 1,590 | $678K |
| Poinciana Advisors Group, LLC | 0.50% | No change | 1,587 | $677K |
| Ashford Advisors, LLC | 0.14% | No change | 1,583 | $675K |
| Ironwood Wealth Management, LLC. | 0.15% | Reduce -3.0% | 1,572 | $670K |
| Wealth Effects LLC | 0.18% | No change | 1,569 | $669K |
| Baker Avenue Asset Management, LP | 0.01% | Add +0.2% | 1,560 | $665K |
| Rehmann Capital Advisory Group | 0.03% | Add +0.3% | 1,553 | $662K |
| HM Payson & Co. | 0.01% | No change | 1,550 | $661K |
| USA Financial Formulas | 0.12% | — | 1,536 | $655K |
| RVW Wealth, LLC | 0.04% | No change | 1,522 | $649K |
| Mayflower Financial Advisors, LLC | 0.06% | No change | 1,521 | $649K |
| Prospera Financial Services Inc | 0.01% | Add +0.4% | 1,511 | $648K |
| Keel Point, LLC | 0.04% | New | 1,517 | $647K |
| Vawter Financial, Ltd. | 0.24% | No change | 1,515 | $646K |
| Global View Capital Management LLC | 0.13% | Add +37.2% | 1,511 | $644K |
| Mitchell Sinkler & Starr | 0.27% | No change | 1,500 | $640K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | No change | 1,497 | $638K |
| Midland Wealth Advisors, LLC | 0.03% | No change | 1,487 | $634K |
| Collaborative Wealth Managment Inc. | 0.27% | Add +1.2% | 1,482 | $632K |
| QRG Capital Management, Inc. | 0.01% | Reduce -51.6% | 1,468 | $626K |
| Frank, Rimerman Advisors LLC | 0.04% | Reduce -50.9% | 1,463 | $624K |
| Mason & Associates, LLC | 0.13% | No change | 1,462 | $623K |
| CWA Asset Management Group, LLC | 0.02% | No change | 1,449 | $618K |
| Reicon Wealth Advisors, LLC | 0.38% | Reduce -4.0% | 1,435 | $612K |
| Curry Webb Wealth Management LLC | 0.25% | No change | 1,435 | $612K |
| Fidelis Capital Partners, LLC | 0.04% | Add +0.1% | 1,433 | $611K |
| May Hill Capital, LLC | 0.13% | Reduce -1.4% | 1,407 | $600K |
| Spire Wealth Management | 0.02% | No change | 1,402 | $598K |
| Haverford Trust Co | 0.01% | No change | 1,400 | $597K |
| Wedbush Securities Inc. | 0.02% | No change | 1,397 | $596K |
| McLean Asset Management Corp | 0.08% | Reduce -20.3% | 1,396 | $593K |
| Blue Chip Partners, LLC | 0.04% | Add +0.2% | 1,390 | $593K |
| Camden National Bank | 0.08% | No change | 1,390 | $593K |
| Oppenheimer & Co. Inc. | 0.01% | Add +0.1% | 1,390 | $593K |
| Elevation Point Wealth Partners, LLC | 0.01% | Add +0.7% | 1,388 | $592K |
| Phillip James Consulting Co. | 0.39% | New | 1,361 | $580K |
| Benjamin Edwards Inc. | 0.01% | Reduce -3.2% | 1,352 | $576K |
| Daybright Advisory Services, Inc. | 0.14% | No change | 1,341 | $570K |
| Meridian Wealth Management, LLC | 0.02% | Reduce -1.6% | 1,322 | $564K |
| Schmidt P J Investment Management Inc. | 0.09% | No change | 1,317 | $562K |
| Detalus Advisors, LLC | 0.11% | Reduce -2.9% | 1,276 | $544K |
| Ackerman Asset Management, LLC | 0.32% | Reduce -6.4% | 1,263 | $539K |
| William Mack & Associates, Inc. | 0.19% | Reduce -6.0% | 1,258 | $536K |
| DV Trading LLC | 0.04% | Add +65.1% | 1,255 | $535K |
| CM Wealth Advisors LLC | 0.10% | No change | 1,252 | $534K |
| Federated Hermes, Inc. | 0.00% | Reduce -79.1% | 1,250 | $533K |
| Summit Financial Strategies, Inc. | 0.04% | No change | 1,221 | $521K |
| Crewe Advisors LLC | 0.04% | No change | 1,213 | $517K |
| Auour Investments LLC | 0.15% | No change | 1,208 | $515K |
| Madrid Wealth Management, LLC | 0.34% | No change | 1,205 | $514K |
| Ferguson Wellman Capital Management, Inc. | 0.01% | No change | 1,203 | $513K |
| Mesirow Financial Investment Management, Inc. | 0.01% | No change | 1,199 | $511K |
| Greenhouse Wealth Management, LLC | 0.36% | Reduce -4.4% | 1,204 | $509K |
| Plancorp, LLC | 0.01% | No change | 1,187 | $506K |
| Daymark Wealth Partners, LLC | 0.01% | No change | 1,183 | $504K |
| Moneco Advisors, LLC | 0.03% | Add +11.9% | 1,183 | $504K |
| Fluent Financial, LLC | 0.18% | Add +1.4% | 1,160 | $495K |
| Shakespeare Wealth Management, LLC | 0.13% | No change | 1,158 | $494K |
| 1900 Wealth Management LLC | 0.03% | Reduce -29.2% | 1,151 | $491K |
| Williams Jones Wealth Management, LLC. | 0.01% | No change | 1,150 | $490K |
| Oxbow Advisors, LLC | 0.04% | Reduce -30.9% | 1,145 | $488K |
| Versant Capital Management, Inc | 0.04% | Add +0.1% | 1,140 | $486K |
| Verus Capital Partners, LLC | 0.03% | No change | 1,139 | $486K |
| Angeles Wealth Management, LLC | 0.02% | Add +864.4% | 1,138 | $485K |
| Global Retirement Partners, LLC | 0.01% | — | 1,133 | $483K |
| NorthRock Partners, LLC | 0.01% | Add +0.5% | 1,120 | $478K |
| WJ Financial Advisors LLC | 0.35% | Reduce -0.5% | 1,118 | $477K |
| Revolve Wealth Partners, LLC | 0.05% | Add +0.2% | 1,115 | $475K |
| Mather Group, Llc. | 0.00% | No change | 1,104 | $471K |
| James J. Burns & Company, LLC | 0.05% | No change | 1,100 | $469K |
| Harbour Investments, Inc. | 0.01% | Reduce -6.2% | 1,098 | $468K |
| Magnolia Private Wealth, LLC | 0.26% | No change | 1,096 | $467K |
| Lauterbach Financial Advisors, LLC | 0.20% | No change | 1,089 | $464K |
| Atlantic Union Bankshares Corp | 0.01% | No change | 1,084 | $462K |
| Consolidated Portfolio Review Corp | 0.04% | No change | 1,083 | $462K |
| Pine Ridge Advisers LLC | 0.03% | No change | 1,083 | $462K |
| Outlook Wealth Advisors, LLC | 0.10% | No change | 1,068 | $455K |
| J.Safra Asset Management Corp | 0.02% | Add +0.3% | 1,056 | $450K |
| Davidson Investment Advisors | 0.02% | No change | 1,050 | $448K |
| IFP Advisors, Inc | 0.01% | Reduce -17.9% | 1,048 | $447K |
| Robertson Stephens Wealth Management, LLC | 0.01% | No change | 1,042 | $444K |
| AE Wealth Management LLC | 0.00% | Reduce -12.6% | 1,031 | $440K |
| Avantax Planning Partners, Inc. | 0.01% | Add +5.3% | 1,028 | $439K |
| ARS Wealth Advisors Group, LLC | 0.03% | Reduce -27.6% | 1,025 | $437K |
| First American Trust, FSB | 0.03% | Reduce -4.0% | 1,018 | $434K |
| Rockwood Wealth Management, LLC | 0.03% | Reduce -2.0% | 1,017 | $434K |
| WLTH Capital Management, LLC | 0.28% | Reduce -0.5% | 1,013 | $432K |
| Walled Lake Planning & Wealth Management, LLC | 0.11% | Add +0.2% | 1,009 | $430K |
| Citadel Advisors | 0.00% | Reduce -95.1% | 1,008 | $430K |
| Biltmore Family Office, LLC | 0.06% | No change | 1,005 | $429K |
| Eclectic Associates Inc. | 0.05% | Reduce -13.7% | 1,003 | $428K |
| Wealth Management Associates, Inc. | 0.12% | No change | 1,000 | $426K |
| Manchester Capital Management LLC | 0.06% | No change | 1,000 | $426K |
| Capital Advisors Wealth Management, LLC | 0.05% | No change | 1,000 | $426K |
| Trexquant Investment LP | 0.00% | New | 995 | $424K |
| Legacy Capital Group California, Inc. | 0.13% | No change | 987 | $421K |
| N.E.W. Advisory Services LLC | 0.03% | No change | 982 | $419K |
| Fulton Breakefield Broenniman LLC | 0.02% | Reduce -2.5% | 982 | $419K |
| Jacobs & Co. | 0.04% | No change | 982 | $418K |
| DT Investment Partners, LLC | 0.03% | No change | 975 | $416K |
| Members Trust Co | 0.01% | No change | 975 | $416K |
| Regions Financial Corp. | 0.00% | No change | 957 | $408K |
| Portfolio Strategies, Inc. | 0.04% | Reduce -98.6% | 955 | $407K |
| Altiora Financial Group, LLC | 0.06% | No change | 953 | $406K |
| Eldridge Investment Advisors, Inc. | 0.08% | No change | 944 | $403K |
| Maridea Wealth Management LLC | 0.04% | Reduce -36.9% | 940 | $401K |
| Blom & Howell Financial Planning, Inc. | 0.33% | Reduce -0.7% | 938 | $400K |
| Cornerstone Capital, Inc. | 0.04% | No change | 934 | $398K |
| KPP Advisory Services LLC | 0.05% | No change | 921 | $393K |
| HBK Sorce Advisory LLC | 0.01% | No change | 897 | $393K |
| Thomasville National Bank | 0.02% | — | 919 | $392K |
| Perennial Investment Advisors, LLC | 0.03% | Reduce -6.8% | 918 | $392K |
| Cookson Peirce & Co. Inc. | 0.01% | Add +16.4% | 917 | $391K |
| Nwam LLC | 0.02% | No change | 908 | $387K |
| Kesler, Norman & Wride, LLC | 0.06% | No change | 900 | $384K |
| Veracity Capital LLC | 0.10% | Add +6.1% | 891 | $380K |
| AdvisorNet Financial, Inc | 0.02% | Add +0.2% | 886 | $378K |
| Accurate Wealth Management, LLC | 0.04% | Reduce -13.0% | 876 | $376K |
| HighPoint Advisor Group LLC | 0.01% | Reduce -20.2% | 878 | $374K |
| Navigation Group, LLC | 0.07% | No change | 876 | $374K |
| Broussard Financial Group LLC | 0.30% | No change | 873 | $372K |
| Schnieders Capital Management, Llc. | 0.05% | No change | 864 | $368K |
| Meridian Wealth Partners, LLC | 0.04% | Reduce -3.1% | 863 | $368K |
| Linden Thomas Advisory Services, LLC | 0.03% | Add +19.1% | 861 | $367K |
| Capital Squared Financial LLC | 0.24% | Reduce -2.7% | 859 | $366K |
| Vestmark Advisory Solutions, Inc. | 0.00% | Add +1.2% | 855 | $365K |
| Reynders McVeigh Capital Management, LLC | 0.02% | No change | 851 | $363K |
| Flagship Harbor Advisors, LLC | 0.01% | Add +0.1% | 845 | $360K |
| Alternative Investment Advisors, LLC. | 0.14% | Reduce -22.4% | 832 | $355K |
| United Advisor Group, LLC | 0.04% | Add +26.7% | 831 | $354K |
| Capital Investment Advisors, LLC | 0.00% | New | 831 | $354K |
| Assetmark, Inc. | 0.00% | Add +4.7% | 824 | $351K |
| Keating Financial Advisory Services, Inc. | 0.05% | Reduce -4.2% | 820 | $350K |
| VestGen Advisors, LLC | 0.01% | Reduce -22.2% | 819 | $349K |
| Tepp RIA, LLC | 0.24% | Reduce -0.5% | 816 | $348K |
| Arkadios Wealth Advisors | 0.01% | Add +1.0% | 807 | $344K |
| J. Derek Lewis & Associates Inc. | 0.06% | No change | 804 | $343K |
| Francis Financial, Inc. | 0.06% | No change | 803 | $342K |
| Alpine Bank Wealth Management | 0.04% | No change | 800 | $341K |
| Willis Johnson & Associates, Inc. | 0.02% | Reduce -1.0% | 795 | $339K |
| Western Wealth Management, LLC | 0.01% | Reduce -3.2% | 794 | $338K |
| Galvin, Gaustad & Stein, LLC | 0.03% | Add +0.1% | 792 | $338K |
| Fifth Third Wealth Advisors LLC | 0.01% | No change | 788 | $336K |
| BostonPremier Wealth LLC | 0.14% | Add +22.9% | 784 | $334K |
| Silverlake Wealth Management LLC | 0.06% | No change | 783 | $334K |
| Frisch Financial Group, Inc. | 0.06% | No change | 783 | $334K |
| Prosperity Financial Group, Inc. | 0.10% | Reduce -0.1% | 782 | $334K |
| Beacon Investment Advisory Services, Inc. | 0.01% | No change | 777 | $331K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | No change | 777 | $331K |
| Thrivent Financial for Lutherans | 0.00% | Reduce -38.6% | 776 | $331K |
| Summit Financial, LLC | 0.00% | New | 772 | $329K |
| Core Wealth Management, Inc. | 0.09% | No change | 769 | $328K |
| Diversify Advisory Services, LLC | 0.01% | New | 774 | $326K |
| Diversify Wealth Management, LLC | 0.01% | Reduce -15.1% | 774 | $326K |
| T. Rowe Price Associates Inc. | 0.00% | No change | 764 | $326K |
| Kera Capital Partners, Inc. | 0.03% | New | 764 | $326K |
| Capital Investment Counsel, LLC | 0.04% | No change | 761 | $325K |
| Fuller & Thaler Asset Management, Inc. | 0.00% | Reduce -64.8% | 761 | $324K |
| RMR Wealth Builders | 0.02% | Add +0.1% | 757 | $323K |
| Legacy Financial Advisors, Inc. | 0.04% | Reduce -0.1% | 754 | $322K |
| PFG Advisors | 0.02% | Reduce -0.4% | 754 | $322K |
| Burling Wealth Partners, LLC | 0.05% | No change | 750 | $320K |
| M3 Advisory Group, LLC | 0.16% | Add +0.3% | 745 | $318K |
| Anchor Investment Management, LLC | 0.02% | Reduce -1.9% | 742 | $316K |
| Titleist Asset Management, LLC | 0.02% | No change | 741 | $316K |
| Chilton Capital Management LLC | 0.01% | Reduce -15.4% | 740 | $316K |
| Sapient Capital LLC | 0.00% | No change | 734 | $313K |
| Investmark Advisory Group LLC | 0.12% | No change | 729 | $311K |
| Empower Advisory Group, LLC | 0.00% | Reduce -41.9% | 727 | $310K |
| Cannon Financial Strategists, Inc. | 0.04% | No change | 723 | $308K |
| Summit Place Financial Advisors, LLC | 0.13% | Reduce -3.4% | 720 | $307K |
| Evanson Financial, LLC | 0.01% | — | 716 | $305K |
| Gateway Wealth Partners, LLC | 0.02% | Reduce -49.0% | 713 | $304K |
| Shepherd Street Advisors LLC | 0.27% | No change | 708 | $304K |
| Bluespring Wealth Management, LLC | 0.01% | New | 710 | $303K |
| Tribridge Partners Financial LLC | 0.12% | Reduce -22.1% | 715 | $301K |
| Briggs Wealth Management, Inc | 0.27% | Reduce -10.4% | 706 | $301K |
| Legacy Advisors, LLC | 0.03% | No change | 704 | $300K |
| Petersen Hastings Wealth Advisors Inc. | 0.03% | No change | 704 | $300K |
| Bawa N Mallick Trust | 0.10% | No change | 700 | $298K |
| Pacific Center for Financial Services | 0.07% | Add +5.4% | 699 | $298K |
| Earned Wealth Advisors, LLC | 0.02% | Add +21.8% | 698 | $298K |
| RIA Advisory Group LLC | 0.07% | Add +0.1% | 697 | $297K |
| TritonPoint Partners, LLC | 0.02% | Add +7.9% | 694 | $296K |
| Bingham Private Wealth, LLC | 0.20% | No change | 691 | $295K |
| Summit Wealth Group LLC / Co. | 0.02% | No change | 686 | $293K |
| Winthrop Partners - WNY, LLC | 0.14% | No change | 685 | $292K |
| Van Hulzen Asset Management, LLC | 0.02% | Reduce -5.5% | 685 | $292K |
| Canopy Partners, LLC | 0.09% | No change | 682 | $291K |
| Salomon & Ludwin, LLC | 0.02% | Reduce -13.1% | 683 | $291K |
| Benchmark Financial, LLC | 0.24% | No change | 680 | $290K |
| Florida Trust Wealth Management Co | 0.01% | No change | 675 | $288K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | Reduce -4.9% | 675 | $288K |
| Tudor Investment Corporation | 0.00% | Reduce -51.4% | 673 | $287K |
| OneDigital Investment Advisors LLC | 0.00% | No change | 672 | $287K |
| Knightsbridge Asset Management, LLC | 0.04% | No change | 668 | $285K |
| Grant Street Asset Management, Inc. | 0.05% | Add +0.3% | 668 | $285K |
| Vanguard Advisers Inc. | 0.00% | Reduce -0.5% | 662 | $282K |
| Marquette Asset Management, LLC | 0.04% | No change | 661 | $282K |
| Ridgewood Investments LLC | 0.10% | No change | 658 | $281K |
| QTR Family Wealth, LLC | 0.10% | No change | 658 | $281K |
| Schorn Wealth LLC | 0.07% | Add +0.1% | 654 | $279K |
| CFG Wealth Management Services, Inc. | 0.27% | No change | 813 | $279K |
| Naviter Wealth, LLC | 0.03% | No change | 650 | $277K |
| B. Riley Wealth Advisors, Inc. | 0.01% | No change | 650 | $275K |
| Private Wealth Management Group, LLC | 0.06% | No change | 645 | $275K |
| SwitchPoint Financial Planning, LLC | 0.16% | No change | 634 | $270K |
| Dana Investment Advisors, Inc. | 0.01% | No change | 634 | $270K |
| Empire Financial Management Company, LLC | 0.11% | No change | 634 | $270K |
| Carnegie Investment Counsel | 0.01% | No change | 633 | $270K |
| Birch Hill Investment Advisors LLC | 0.01% | No change | 630 | $269K |
| Qube Research & Technologies Ltd | 0.00% | New | 627 | $267K |
| Penobscot Investment Management Company, Inc. | 0.02% | No change | 626 | $267K |
| Main Street Financial Solutions, LLC | 0.02% | New | 617 | $263K |
| LJI Wealth Management, LLC | 0.04% | No change | 615 | $262K |
| Granite FO LLC | 0.14% | No change | 612 | $261K |
| Partners in Financial Planning | 0.04% | No change | 611 | $261K |
| BSW Wealth Partners | 0.03% | No change | 609 | $260K |
| ICONIQ Capital, LLC | 0.01% | No change | 603 | $257K |
| CCG Wealth Management, LLC | 0.06% | No change | 602 | $257K |
| CRA Financial Services, LLC | 0.03% | No change | 600 | $256K |
| Stone Wealth Partners | 0.19% | No change | 596 | $254K |
| Napier Financial, LLC | 0.05% | No change | 596 | $254K |
| Rothschild Investment LLC | 0.01% | No change | 593 | $253K |
| Parkside Investments, LLC | 0.03% | New | 589 | $251K |
| Wayfinding Financial, LLC | 0.09% | No change | 584 | $249K |
| Baltimore-Washington Financial Advisors, Inc. | 0.01% | New | 582 | $248K |
| Mutual Advisors, LLC | 0.00% | No change | 568 | $242K |
| Burney Co./ | 0.01% | No change | 566 | $241K |
| Victory Financial Group, LLC | 0.03% | Add +0.3% | 566 | $241K |
| Albion Financial Group | 0.01% | No change | 558 | $238K |
| Kohmann Bosshard Financial Services, LLC | 0.02% | No change | 555 | $237K |
| Allegheny Financial Group | 0.03% | Add +0.2% | 551 | $235K |
| BetterWealth, LLC | 0.04% | No change | 551 | $235K |
| MCF Advisors LLC | 0.01% | No change | 550 | $235K |
| Optivise Advisory Services LLC | 0.12% | Reduce -11.7% | 549 | $234K |
| Kearns & Associates LLC | 0.11% | No change | 549 | $234K |
| Huntington National Bank | 0.00% | No change | 545 | $232K |
| Apollon Wealth Management, LLC | 0.00% | Reduce -6.4% | 545 | $232K |
| Cape Ann Savings Bank | 0.11% | No change | 540 | $230K |
| Tempo Wealth, LLC | 0.03% | New | 539 | $230K |
| Godfrey Financial Associates, Inc. | 0.17% | Reduce -2.8% | 531 | $226K |
| Innovative Asset Advisors Group, LLC | 0.10% | Add +72.1% | 530 | $226K |
| Peak Retirement Planning, Inc. | 0.04% | New | 525 | $224K |
| Parsons Capital Management Inc. | 0.01% | New | 525 | $224K |
| Uptick Partners, LLC | 0.03% | New | 520 | $222K |
| Synergy Investment Management, LLC | 0.05% | Reduce -1.7% | 518 | $221K |
| GSG Advisors LLC | 0.05% | New | 517 | $221K |
| Innova Wealth Partners | 0.09% | New | 517 | $221K |
| Marks Group Wealth Management, Inc | 0.02% | Reduce -5.1% | 517 | $220K |
| Riverstone Advisors, LLC | 0.09% | New | 514 | $219K |
| First Command Advisory Services, Inc. | 0.00% | Reduce -10.4% | 514 | $219K |
| Avior Wealth Management, LLC | 0.01% | New | 511 | $218K |
| EverSource Wealth Advisors, LLC | 0.01% | New | 510 | $217K |
| Passive Capital Management, LLC. | 0.07% | No change | 561 | $217K |
| Friedenthal Financial | 0.10% | No change | 508 | $217K |
| Creative Financial Designs Inc. | 0.01% | Reduce -9.0% | 505 | $215K |
| Cornerstone Wealth Management, LLC | 0.01% | New | 503 | $214K |
| Campion Asset Management | 0.13% | New | 501 | $214K |
| Grove Bank & Trust | 0.02% | Reduce -85.3% | 500 | $213K |
| Bensler, LLC | 0.02% | New | 500 | $213K |
| Lake Street Private Wealth, LLC | 0.02% | New | 499 | $213K |
| Legacy Edge Advisors, LLC | 0.02% | New | 499 | $213K |
| Harfst & Associates, Inc. | 0.03% | New | 496 | $211K |
| Omega Financial Group, LLC | 0.06% | New | 495 | $211K |
| Financial Enhancement Group LLC | 0.03% | New | 493 | $210K |
| Freestone Capital Holdings, LLC | 0.01% | New | 492 | $210K |
| Paces Ferry Wealth Advisors, LLC | 0.08% | New | 492 | $210K |
| GWN Securities Inc. | 0.04% | New | 491 | $209K |
| Shepherd Financial Partners LLC | 0.02% | New | 491 | $209K |
| Auxano Advisors, LLC | 0.04% | Reduce -26.4% | 490 | $209K |
| Tradition Wealth Management, LLC | 0.01% | New | 489 | $209K |
| Estate Planners Group, LLC | 0.09% | New | 488 | $208K |
| VSM Wealth Advisory, LLC | 0.06% | No change | 487 | $208K |
| Austin Wealth Management, LLC | 0.04% | New | 490 | $207K |
| Principle Wealth Partners LLC | 0.01% | Reduce -36.4% | 486 | $207K |
| Power Wealth Management LLC | 0.07% | New | 485 | $207K |
| Whalerock Point Partners, LLC | 0.04% | New | 485 | $207K |
| Catalyst Financial Partners LLC | 0.02% | New | 485 | $207K |
| Aletheian Wealth Advisors LLC | 0.09% | New | 484 | $206K |
| Moody LYNN Lieberson & Walker, LLC | 0.01% | New | 482 | $206K |
| Millennium Management | 0.00% | New | 482 | $206K |
| Flagship Private Wealth, LLC | 0.07% | New | 479 | $204K |
| Foundations Investment Advisors, LLC | 0.00% | New | 477 | $203K |
| FF Advisors,LLC | 0.08% | New | 476 | $203K |
| Paradigm, Strategies in Wealth Management, LLC | 0.12% | New | 474 | $202K |
| Morton Capital Management LLC | 0.03% | New | 474 | $202K |
| CFO4Life Group, LLC | 0.03% | New | 474 | $202K |
| Linscomb Wealth, Inc. | 0.01% | New | 474 | $202K |
| GLOBALT Investments LLC / GA | 0.01% | New | 474 | $202K |
| Wealth Advisors Northwest LLC | 0.07% | New | 473 | $202K |
| Phillips Financial Management, LLC | 0.01% | No change | 473 | $202K |
| DAVENPORT & Co LLC | 0.00% | New | 473 | $202K |
| Newton One Investments LLC | 0.05% | Reduce -0.8% | 469 | $200K |
| Align Financial, LLC | 0.10% | No change | 465 | $198K |
| Pittenger & Anderson Inc. | 0.01% | No change | 428 | $183K |
| Key Financial Inc | 0.03% | No change | 425 | $181K |
| Parkside Financial Bank & Trust | 0.01% | Add +0.2% | 423 | $180K |
| Prestige Wealth Management Group LLC | 0.03% | Add +0.3% | 407 | $174K |
| Tsfg, LLC | 0.02% | No change | 400 | $171K |
| Realta Investment Advisors | 0.05% | No change | 395 | $168K |
| Pinnacle Wealth Planning Services, Inc. | 0.02% | Add +97.5% | 395 | $168K |
| Financial Gravity Companies, Inc. | 0.03% | — | 390 | $166K |
| Security National Bank | 0.02% | No change | 379 | $162K |
| TFC Financial Management, Inc. | 0.02% | No change | 375 | $160K |
| Acumen Wealth Advisors, LLC | 0.03% | Reduce -52.4% | 372 | $159K |
| Kilter Group LLC | 0.06% | No change | 370 | $158K |
| Plante Moran Financial Advisors, LLC | 0.01% | No change | 368 | $157K |
| Golden State Wealth Management, LLC | 0.01% | Reduce -1.1% | 358 | $153K |
| Ritter Daniher Financial Advisory LLC / DE | 0.02% | No change | 355 | $151K |
| National Bank of Canada | 0.00% | Add +697.7% | 343 | $146K |
| Blue Trust, Inc. | 0.00% | Reduce -3.0% | 328 | $140K |
| Addison Advisors LLC | 0.07% | Reduce -26.4% | 326 | $139K |
| TD Private Client Wealth LLC | 0.00% | Reduce -81.0% | 323 | $138K |
| Front Row Advisors LLC | 0.04% | No change | 300 | $132K |
| Abound Wealth Management | 0.03% | No change | 305 | $130K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -40.0% | 300 | $128K |
| NWK Group, Inc. | 0.04% | No change | 293 | $125K |
| SHP Wealth Management | 0.01% | Add +0.3% | 292 | $125K |
| one8zero8, LLC | 0.02% | No change | 290 | $124K |
| Trust Co | 0.01% | Add +5.5% | 289 | $123K |
| Rowlandmiller & Partners.adv | 0.02% | No change | 285 | $122K |
| Cranbrook Wealth Management, LLC | 0.02% | No change | 275 | $117K |
| Concord Wealth Partners | 0.01% | New | 263 | $112K |
| Howe & Rusling Inc. | 0.01% | No change | 252 | $108K |
| Founders Financial Alliance, LLC | 0.01% | No change | 248 | $106K |
| Cape Investment Advisory, Inc. | 0.03% | New | 248 | $106K |
| Cassaday & Co Wealth Management LLC | 0.00% | Add +53.8% | 246 | $105K |
| JNBA Financial Advisors | 0.01% | No change | 240 | $102K |
| Duncker Streett & Co. Inc. | 0.02% | No change | 240 | $102K |
| Gould Capital, LLC | 0.06% | No change | 238 | $101K |
| Russell Investments Group, Ltd. | 0.00% | Add +9.8% | 236 | $101K |
| Tower View Wealth Management LLC | 0.04% | Reduce -1.7% | 236 | $101K |
| Parallel Advisors, LLC | 0.00% | No change | 224 | $96K |
| Fiduciary Financial Advisors | 0.01% | New | 211 | $90K |
| Millstone Evans Group, LLC | 0.05% | No change | 208 | $89K |
| Centennial Bank | 0.03% | No change | 207 | $88K |
| St Germain D J Co. Inc. | 0.00% | No change | 205 | $87K |
| WealthShield Partners, LLC | 0.01% | Reduce -62.0% | 202 | $86K |
| Pflug Koory, LLC | 0.03% | Add +0.5% | 199 | $85K |
| Stone House Investment Management, LLC | 0.01% | Reduce -47.8% | 192 | $82K |
| Legacies Wealth LLC | 0.04% | No change | 175 | $75K |
| Simplex Trading, LLC | 0.00% | New | 173 | $74K |
| Silicon Valley Capital Partners | 0.01% | No change | 168 | $72K |
| Lodestone Wealth Management LLC | 0.03% | No change | 166 | $71K |
| MidFirst Bank | 0.01% | No change | 166 | $71K |
| Delta Asset Management LLC | 0.01% | No change | 163 | $70K |
| Strategic Wealth Advisors LLC | 0.06% | No change | 175 | $67K |
| 1620 Investment Advisors, Inc. | 0.04% | No change | 148 | $63K |
| Tidemark, LLC | 0.01% | No change | 148 | $63K |
| Atlantic Private Wealth, LLC | 0.04% | No change | 141 | $60K |
| Center for Financial Planning, Inc. | 0.01% | Reduce -18.7% | 139 | $59K |
| Ballast Advisors LLC | 0.01% | No change | 131 | $56K |
| TIAA Wealth Investment Management LLC | 0.00% | New | 130 | $55K |
| GAMMA Investing LLC | 0.00% | Reduce -27.3% | 128 | $55K |
| Advocate Investing Services LLC | 0.04% | No change | 126 | $54K |
| Salem Investment Counselors Inc. | 0.00% | No change | 120 | $51K |
| Copia Wealth Management | 0.03% | No change | 117 | $50K |
| Aventura Private Wealth, LLC | 0.02% | Add +11500.0% | 116 | $49K |
| Glass Jacobson Investment Advisors llc | 0.01% | No change | 110 | $47K |
| Hughes Financial Services, LLC | 0.01% | No change | 108 | $46K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 106 | $45K |
| London Co. of Virginia | 0.00% | Add +483.3% | 105 | $45K |
| Chung Wu Investment Group, LLC | 0.03% | New | 100 | $43K |
| Monetary Management Group Inc. | 0.01% | No change | 100 | $43K |
| Lanark Financial, Inc. | 0.00% | No change | 100 | $43K |
| RMG Wealth Management LLC | 0.00% | No change | 95 | $42K |
| Washington Trust Advisors, Inc. | 0.00% | No change | 93 | $40K |
| Bangor Savings Bank | 0.00% | No change | 85 | $36K |
| Breakwater Investment Management | 0.01% | No change | 83 | $35K |
| JDM Financial Group LLC | 0.01% | No change | 73 | $31K |
| Motco | 0.00% | No change | 68 | $29K |
| Sittner & Nelson, LLC | 0.01% | No change | 63 | $27K |
| Game Plan Financial Advisors, LLC | 0.01% | No change | 60 | $26K |
| Coston, McIsaac & Partners | 0.01% | No change | 59 | $25K |
| High Point Wealth Management, LLC | 0.02% | No change | 57 | $24K |
| Toth Financial Advisory Corp. | 0.00% | New | 56 | $24K |
| Elevate Wealth Advisory, Inc. | 0.01% | No change | 56 | $24K |
| Regatta Research & Money Management | 0.02% | — | 55 | $23K |
| Cardiff Park Advisors, LLC | 0.00% | No change | 55 | $23K |
| Walsh & Associates, LLC | 0.02% | No change | 55 | $23K |
| Cullen/Frost Bankers, Inc. | 0.00% | No change | 51 | $22K |
| CNB Bank | 0.01% | No change | 50 | $21K |
| Financial Perspectives, Inc | 0.01% | No change | 50 | $21K |
| Operose Advisors LLC | 0.00% | Reduce -85.4% | 49 | $21K |
| Group One Trading LLC | 0.00% | New | 49 | $21K |
| Oakworth Capital, Inc. | 0.00% | No change | 44 | $19K |
| Cambient Family Office, LLC | 0.00% | No change | 42 | $18K |
| Imprint Wealth LLC | 0.06% | New | 34 | $14K |
| McGuire Capital Advisors Inc. | 0.01% | No change | 34 | $14K |
| Frazier Financial Advisors, LLC | 0.01% | No change | 31 | $13K |
| Creative Capital Management Investments LLC | 0.00% | No change | 31 | $13K |
| FWL Investment Management, LLC | 0.00% | No change | 30 | $13K |
| Glen Eagle Advisors, LLC | 0.00% | No change | 30 | $13K |
| Delos Wealth Advisors, LLC | 0.01% | No change | 28 | $12K |
| Mb, Levis & Associates, LLC | 0.00% | No change | 27 | $11K |
| Gilpin Wealth Management, LLC | 0.01% | No change | 25 | $11K |
| Morris Financial Concepts, Inc. | 0.00% | No change | 23 | $10K |
| Financial Life Planners | 0.01% | Add +4.5% | 23 | $10K |
| Vision Retirement, LLC | 0.00% | No change | 20 | $9K |
| LM Advisors LLC | 0.04% | Add +390.1% | 19,334 | $8K |
| GW&K Investment Management, LLC | 0.00% | No change | 14 | $6K |
| MH & Associates Securities Management Corp. | 0.01% | No change | 14 | $6K |
| Continuum Advisory, LLC | 0.00% | New | 12 | $5K |
| Armor Investment Advisors, LLC | 0.00% | No change | 11 | $5K |
| Murphy & Mullick Capital Management Corp | 0.00% | No change | 10 | $4K |
| Wolff Wiese Magana LLC | 0.00% | No change | 10 | $4K |
| Wealth Enhancement Trust Services, Inc. | 0.00% | No change | 10 | $4K |
| Kingdom Financial Group LLC. | 0.00% | New | 8 | $3K |
| Silver Oak Securities, Incorporated | 0.00% | Reduce -98.5% | 5 | $2K |
| Proathlete Wealth Management LLC | 0.00% | No change | 5 | $2K |
| Strategic Advocates LLC | 0.01% | No change | 5 | $2K |
| Bfsg, LLC | 0.00% | No change | 5 | $2K |
| Bullseye Investment Management, LLC | 0.00% | No change | 3 | $1K |
| NFSG Corp | 0.00% | New | 2 | $855 |
| Nemes Rush Group LLC | 0.00% | No change | 1 | $426 |
"% of holder's portfolio" is IWV's weight in each manager's 13F, not the share of iShares Russell 3000 ETF the manager owns.