iShares MSCI Eafe ETFEFAETF

13F holders, Q1 2024 (March 31)
1,853holders
8famous investors
$79.83avg. 13F price*

At the end of Q1 2024, 1,853 institutions reported holding iShares MSCI Eafe ETF (EFA) in their 13F filings. The largest holders were BlackRock Inc. ($8.2B), Bank of America Corp. ($2.9B) and Goldman Sachs Group Inc. ($2.5B). 8 famous investors held it, including Leon Cooperman (0.2% of Omega Advisors (Leon Cooperman)'s portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio).

Company
iShares MSCI Eafe ETF
CUSIP
464287465
Latest filing quarter
Q2 2026

History

Number of 13F holders

05001,0001,5002,0002,500 Q1 2024: 1,853Q1 2024Q2 2024: 1,853Q2 2024Q3 2024: 1,861Q3 2024Q4 2024: 1,943Q4 2024Q1 2025: 1,963Q1 2025Q2 2025: 2,028Q2 2025Q3 2025: 2,047Q3 2025Q4 2025: 2,214Q4 2025Q1 2026: 2,214Q1 2026Q2 2026: 2,269Q2 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions96$269.6M
Exits107$684.8M

Ownership 1,853 holders

BlackRock Inc. 0.19% Add +38.7% 103,079,908 $8.2B
Bank of America Corp. 0.28% Add +8.8% 35,808,241 $2.9B
Goldman Sachs Group Inc. 0.53% Reduce -9.5% 31,735,785 $2.5B
Morgan Stanley 0.18% Add +15.1% 27,710,366 $2.2B
JPMorgan Chase & Co. 0.20% Add +17.6% 27,440,338 $2.2B
Northern Trust Corp. 0.29% Reduce -1.1% 21,144,396 $1.7B
Wells Fargo & Company 0.31% Reduce -3.2% 14,461,919 $1.2B
Jane Street Group, LLC 1.36% Add +3.1% 13,121,576 $1.0B
UBS Group AG 0.29% Reduce -5.8% 10,918,369 $871.9M
FMR LLC 0.05% Reduce -1.5% 9,956,255 $795.1M
PNC Financial Services Group, Inc. 0.54% Reduce -2.2% 9,709,496 $775.4M
Jones Financial Companies LLLP 0.97% Reduce -22.8% 8,882,906 $709.4M
US Bancorp \de 0.84% Reduce -0.3% 7,532,035 $601.5M
Bank of New York Mellon Corp 0.11% Reduce -2.5% 7,420,947 $592.6M
Royal Bank of Canada 0.14% Reduce -1.6% 6,967,333 $556.4M
Envestnet Asset Management Inc. 0.20% Reduce -3.7% 6,585,598 $525.9M
AlTi Global, Inc. 13.65% Add +10.9% 6,137,948 $490.2M
TD Asset Management Inc 0.33% Reduce -21.9% 4,448,136 $355.2M
Northwestern Mutual Investment Management Company, LLC 9.18% Add +44.3% 4,399,906 $351.4M
Citigroup Inc. 0.38% Add +799.8% 4,398,077 $351.2M
Susquehanna International Group, LLP 0.47% Add +12.3% 3,871,890 $309.2M
Bank of Montreal 0.09% Add +4.0% 3,653,389 $291.9M
Truist Financial Corp. 0.41% Reduce -4.5% 3,406,614 $272.1M
LPL Financial LLC 0.14% Reduce -0.2% 3,281,472 $262.1M
Mariner, LLC 0.51% Reduce -1.7% 3,075,308 $245.6M
Stairway Partners, LLC 18.49% Add +15.3% 2,865,292 $228.8M
Sand Hill Global Advisors, LLC 10.26% Add +0.8% 2,707,472 $216.2M
CIBC Asset Management Inc 0.73% Reduce -2.5% 2,640,185 $210.8M
Regions Financial Corp. 1.54% Reduce -1.1% 2,547,029 $203.4M
Badgley Phelps Wealth Managers, LLC 4.55% Add +2.0% 2,278,663 $182.0M
HSBC Holdings PLC 0.13% Add +53.5% 2,253,197 $179.8M
Arvest Trust Co. N A 9.89% Reduce -4.5% 2,179,301 $174.0M
Mackenzie Financial Corp. 0.25% Reduce -15.4% 2,145,213 $171.3M
Hirtle & Co., LLC 8.44% Reduce -2.2% 2,121,003 $169.4M
Creative Planning 0.19% Reduce -1.4% 2,102,123 $167.9M
M&T Bank Corp 0.58% Reduce -3.6% 2,085,105 $166.5M
Prudential Financial Inc. 0.23% Add +1.7% 2,027,984 $162.0M
Stifel Financial Corp. 0.18% Reduce -10.0% 1,956,569 $156.3M
Ameriprise Financial Inc. 0.04% Reduce -11.8% 1,914,891 $152.8M
Northwestern Mutual Wealth Management Co. 0.15% Reduce -1.8% 1,867,194 $149.1M
Corient Private Wealth LP 0.26% Add +0.1% 1,850,092 $147.7M
Rockefeller Capital Management L.P. 0.43% Reduce -3.7% 1,849,645 $147.7M
Bank of Nova Scotia 0.29% Add +30.6% 1,806,152 $144.2M
Keybank National Association 0.59% Reduce -2.4% 1,787,531 $142.8M
Comerica Bank 0.59% Reduce -5.5% 1,725,481 $137.8M
Fifth Third Bancorp 0.53% Reduce -1.3% 1,710,449 $136.6M
Financial Engines Advisors L.L.C. 0.30% Reduce -1.6% 1,667,276 $133.1M
Cullen/Frost Bankers, Inc. 1.76% Reduce -1.7% 1,485,385 $118.6M
Halbert Hargrove Global Advisors, LLC 7.83% Add +1.1% 1,480,022 $118.2M
HighTower Advisors, LLC 0.19% Reduce -19.2% 1,466,957 $117.2M
Cerity Partners LLC 0.30% Reduce -37.7% 1,426,019 $112.8M
Raymond James Financial Services Advisors, Inc. 0.16% Reduce -2.2% 1,370,293 $109.4M
Baird Financial Group, Inc. 0.23% Reduce -4.9% 1,351,733 $107.9M
BNP Paribas Financial Markets 0.13% Add +5.9% 1,315,220 $105.0M
Raymond James & Associates 0.07% Reduce -23.3% 1,290,487 $103.1M
Bailard, Inc. 2.83% Reduce -0.7% 1,284,099 $102.5M
CIBC Private Wealth Group LLC 0.19% Reduce -1.8% 1,196,235 $95.1M
Linscomb Wealth, Inc. 4.65% Reduce -3.2% 1,131,065 $90.3M
Commonwealth Equity Services, LLC 0.15% Add +4.8% 1,126,140 $89.9M
Bokf, NA 1.62% Reduce -7.3% 1,120,658 $89.1M
Qube Research & Technologies Ltd 0.14% Add +2194.1% 1,002,652 $80.1M
Glenmede Trust Co. NA 0.39% Reduce -1.6% 972,793 $77.7M
Accredited Investors Inc. 4.68% Reduce -8.3% 912,011 $72.8M
Mercer Global Advisors Inc. 0.21% Add +7.5% 904,440 $72.4M
Wealth Enhancement Advisory Services, LLC 0.18% Add +0.8% 892,711 $71.3M
Allspring Global Investments Holdings, LLC 0.11% Add +1.3% 892,342 $71.3M
Ensign Peak Advisors, Inc 0.13% Add +4.2% 858,105 $68.5M
Blair William & Co. 0.21% Add +1.7% 838,784 $67.0M
Janney Montgomery Scott LLC 0.20% Reduce -2.2% 830,263 $66.3M
Laurion Capital Management LP 1.85% New 828,849 $66.2M
Squarepoint Ops LLC 0.27% Add +588.8% 817,249 $65.3M
AMG National Trust Bank 1.85% Reduce -0.6% 792,938 $63.3M
MainStreet Investment Advisors LLC 7.60% Reduce -5.8% 792,096 $63.3M
MassMutual Private Wealth & Trust, FSB 1.92% Reduce -8.2% 773,208 $61.7M
Pathstone Holdings, LLC 0.29% Reduce -1.2% 770,854 $61.6M
Miller Investment Management, LP 7.85% Add +0.9% 769,676 $61.5M
Hackensack Meridian Health, Inc. 8.18% New 761,932 $60.8M
Cetera Investment Advisers 0.14% Add +383.6% 758,791 $60.6M
Osaic Holdings, Inc. 0.13% Reduce -9.7% 749,913 $59.9M
Valmark Advisers, Inc. 1.04% Add +1.7% 745,729 $59.6M
Brown Advisory Inc. 0.08% Add +3.1% 716,744 $57.2M
Franklin Resources Inc. 0.02% Add +8.4% 716,396 $57.2M
Valeo Financial Advisors, LLC 1.99% Add +4.1% 715,024 $55.6M
Fund Evaluation Group, LLC 3.46% Add +54.7% 692,747 $55.3M
Cresset Asset Management, LLC 0.27% Reduce -0.1% 684,666 $54.7M
MML Investors Services, LLC 0.22% Reduce -2.5% 680,036 $54.3M
Deutsche Bank AG 0.02% Reduce -1.1% 671,374 $53.6M
Hancock Whitney Corp. 1.85% Add +3.4% 669,277 $53.4M
Stock Yards Bank & Trust Co. 1.76% Add +2.2% 667,381 $53.3M
BIP Wealth, LLC 3.86% Reduce -1.7% 661,447 $52.8M
Toronto Dominion Bank 0.08% Reduce -24.4% 645,585 $51.6M
Bontempo Ohly Capital Mgmt LLC 24.42% Reduce -7.5% 626,856 $50.1M
First Horizon Advisors, Inc. 1.54% Add +1.4% 622,587 $49.7M
Becker Capital Management Inc. 1.70% Add +70.8% 619,768 $49.5M
Annis Gardner Whiting Capital Advisors, LLC 17.63% Add +6.7% 616,075 $49.2M
HT Partners LLC 17.79% Reduce -0.4% 615,320 $49.1M
CW Advisors, LLC 0.83% Reduce -4.3% 603,774 $48.2M
Barclays PLC 0.02% Add +11.0% 600,686 $48.0M
Trustmark Bank Trust Department 3.72% Add +14.5% 570,680 $45.6M
Modera Wealth Management, LLC 0.68% Reduce -3.2% 559,416 $44.7M
Waterway Wealth Management, LLC 19.47% Reduce -16.3% 554,639 $44.3M
Cibc World Market Inc. 0.11% Add +13.4% 526,964 $42.1M
State of Wyoming 6.98% Add +0.1% 524,711 $41.9M
Savant Capital, LLC 0.48% Reduce -0.9% 524,483 $41.9M
NewEdge Wealth, LLC 0.93% Reduce -14.8% 529,193 $41.4M
LBMC Investment Advisors, LLC 3.58% Reduce -2.7% 516,683 $41.3M
SG Americas Securities, LLC 0.21% Reduce -86.0% 502,137 $40.1M
Wealthspire Advisors, LLC 0.53% Reduce -6.1% 497,253 $39.7M
Arrowstreet Capital, Limited Partnership 0.04% Add +8.2% 491,087 $39.2M
Greenleaf Trust 0.36% Reduce -1.3% 484,372 $38.7M
Alliancebernstein L.P. 0.01% Reduce -4.4% 478,473 $38.2M
Synovus Financial Corp. 0.49% Add +2.7% 474,663 $37.9M
Johnson Investment Counsel Inc. 0.41% Reduce -2.5% 473,498 $37.8M
Focus Partners Wealth 0.31% Add +28.9% 472,051 $37.7M
Citizens Financial Group Inc. 1.26% Reduce -0.7% 471,105 $37.6M
Silvercrest Asset Management Group LLC 0.25% Reduce -0.6% 470,040 $37.5M
Fiducient Advisors LLC 7.41% Reduce -2.0% 468,489 $37.4M
NorthRock Partners, LLC 1.42% Reduce -3.6% 462,341 $36.9M
Nisa Investment Advisors, LLC 0.24% No change 458,590 $36.6M
1ST Source Bank 2.09% Add +3.2% 450,629 $36.0M
SCS Capital Management LLC 0.76% Reduce -0.7% 449,274 $35.9M
Paulson Wealth Management Inc. 10.39% Add +6.5% 442,301 $35.3M
Destination Wealth Management 1.15% Add +1.9% 434,149 $34.7M
Advisors Preferred, LLC 5.52% New 412,428 $32.8M
Fiera Capital Corp 0.10% Add +9.3% 410,537 $32.8M
Salomon & Ludwin, LLC 2.79% Add +3.6% 404,279 $32.4M
BTC Capital Management, Inc. 2.94% — 404,471 $32.1M
Ballentine Partners, LLC 0.61% Reduce -0.0% 401,444 $32.1M
FineMark National Bank & Trust 1.18% Add +7.2% 399,048 $31.9M
Commerce Bank 0.21% Reduce -3.7% 393,984 $31.5M
Wilbanks Smith & Thomas Asset Management LLC 0.88% Reduce -2.7% 391,634 $31.3M
IFG Advisors, LLC 7.94% Reduce -3.0% 384,126 $30.7M
Confluence Wealth Services, Inc. 2.70% Add +17.1% 382,967 $30.6M
Allianz Asset Management GmbH 0.05% Add +44.5% 382,135 $30.5M
Arbor Investment Advisors, LLC 4.44% Reduce -1.0% 379,946 $30.3M
TD Private Client Wealth LLC 0.99% Add +4.2% 378,640 $30.2M
Capital International Investors 0.01% Reduce -80.4% 374,246 $29.9M
Strategic Wealth Partners Group, LLC 3.28% Add +1.4% 372,465 $29.7M
Keel Point, LLC 3.07% Add +1.1% 371,909 $29.7M
Country Club Bank 2.10% Add +2.0% 371,855 $29.7M
DT Investment Partners, LLC 2.99% No change 370,143 $29.6M
Cambridge Investment Research Advisors, Inc. 0.11% Reduce -3.6% 365,521 $29.2M
Kestra Advisory Services, LLC 0.20% Reduce -15.1% 364,717 $29.1M
Castleark Management LLC 1.21% No change 364,410 $29.1M
Mesirow Financial Investment Management, Inc. 0.66% Add +3.5% 361,332 $28.9M
Mondrian Investment Partners LTD 0.39% Reduce -5.5% 357,569 $28.6M
MAI Capital Management 0.30% Add +23.1% 356,453 $28.5M
Capital Fund Management S.A. 0.35% Reduce -41.0% 355,224 $28.4M
iA Global Asset Management Inc. 0.58% Add +5.4% 354,899 $28.3M
Lazard Asset Management LLC 0.04% Reduce -55.0% 354,742 $28.3M
Tanglewood Wealth Management, Inc. 3.47% Reduce -2.7% 351,635 $28.1M
OMERS ADMINISTRATION Corp 0.32% Reduce -4.7% 351,325 $28.1M
D.A. Davidson & Co. 0.25% Add +1.7% 345,708 $27.6M
Retirement Systems of Alabama 0.10% No change 335,666 $26.8M
Swan Global Investments, LLC 1.31% Reduce -3.5% 332,500 $26.6M
1607 Capital Partners, LLC 2.13% New 327,625 $26.2M
Flputnam Investment Management Co. 0.55% Add +1.2% 326,271 $26.1M
Strategic Wealth Partners, Ltd. 2.83% Add +7.3% 322,728 $25.8M
Minot Capital, LP 4.53% No change 321,218 $25.7M
Citadel Advisors 0.03% Add +286.4% 320,743 $25.6M
Moneta Group Investment Advisors LLC 0.41% Add +11.9% 317,617 $25.4M
Orion Porfolio Solutions, LLC 0.27% Reduce -5.6% 314,902 $25.1M
Orion Portfolio Solutions, LLC 0.27% Reduce -5.6% 314,902 $25.1M
Credit Suisse AG/ 0.02% Add +27.4% 314,901 $24.9M
Pinnacle Financial Partners Inc 0.53% Reduce -4.3% 309,255 $24.7M
Parkside Advisors LLC 6.32% Add +1.8% 307,456 $24.6M
Lincoln National Corp. 0.38% Add +3.8% 307,192 $24.5M
Raymond James Trust N.A. 0.59% Reduce -0.5% 306,787 $24.5M
Healthcare of Ontario Pension Plan Trust Fund 0.09% No change 306,000 $24.4M
Jasper Ridge Partners, L.P. 0.77% No change 304,801 $24.3M
First Commonwealth Financial Corp 6.44% Reduce -2.3% 303,781 $24.3M
Metropolitan Life Insurance Co 1.05% Reduce -20.5% 302,070 $24.1M
Prism Advisors, Inc. 7.21% Add +7.4% 300,581 $24.0M
Curi Capital, LLC 0.56% Add +11.3% 299,763 $23.9M
Connable Office Inc. 2.71% Reduce -0.1% 299,565 $23.9M
Greenfield FTC, Inc. 5.08% Add +1.2% 290,428 $23.2M
Brewster Financial Planning LLC 19.83% Reduce -0.7% 288,747 $23.1M
Manufacturers Life Insurance Company, The 0.02% Add +20.6% 286,797 $22.9M
Conning Inc. 0.77% Reduce -7.9% 283,607 $22.6M
National Bank of Canada 0.04% Add +9.1% 281,764 $22.6M
Ziegler Capital Management, LLC 0.86% No change 282,692 $22.6M
Ieq Capital, LLC 0.32% Add +2.0% 281,219 $22.5M
Latigo Investments, LLC 11.40% No change 278,590 $22.2M
Arrien Investments, Inc. 17.49% Reduce -0.6% 277,324 $22.1M
Verger Capital Management LLC 11.28% Reduce -1.4% 276,560 $22.1M
Beacon Pointe Advisors, LLC 0.24% Reduce -11.0% 272,254 $21.7M
Stephens Inc. 0.33% Reduce -23.7% 270,326 $21.6M
Composition Wealth, LLC 0.54% Reduce -0.7% 270,146 $21.6M
Allen Investment Management, LLC 0.27% No change 267,465 $21.4M
First Hawaiian Bank 0.66% Reduce -3.7% 265,733 $21.2M
Vestor Capital, LLC 1.78% Add +22.0% 263,752 $21.1M
HRT Financial LP 0.13% Add +306.4% 259,028 $20.7M
Choreo, LLC 0.53% Reduce -53.0% 257,038 $20.5M
Summit Trail Advisors, LLC 0.55% Add +8.8% 256,664 $20.5M
MetLife Investment Management, LLC 0.14% Add +40.4% 256,000 $20.4M
Courier Capital LLC 1.46% Reduce -0.2% 252,476 $20.2M
Hantz Financial Services, Inc. 0.39% Reduce -11.0% 249,108 $19.9M
Portland Global Advisors LLC 2.71% Reduce -0.2% 249,031 $19.9M
Tandem Wealth Advisors LLC 10.80% Add +0.5% 247,242 $19.7M
Aristotle Capital Management, LLC 0.04% Reduce -43.3% 243,655 $19.5M
Lake Street Advisors Group, LLC 0.91% Reduce -3.6% 243,378 $19.4M
Colton Groome Financial Advisors, LLC 7.74% Add +5.7% 241,067 $19.3M
Wellington Management Group LLP 0.00% Reduce -19.0% 239,504 $19.1M
Cornerstone Management, Inc. 4.19% Add +4.7% 236,630 $18.9M
RVW Wealth, LLC 1.93% Reduce -1.6% 235,179 $18.8M
Allie Family Office LLC 11.04% Reduce -2.5% 234,731 $18.7M
Brighton Jones LLC 0.67% Reduce -1.2% 233,112 $18.6M
Thrivent Financial for Lutherans 0.04% Reduce -31.2% 232,940 $18.6M
Financial & Tax Architects, LLC 5.07% Add +0.1% 230,798 $18.4M
Regis Management CO LLC 5.54% Add +0.3% 227,962 $18.2M
Pittenger & Anderson Inc. 0.74% Add +6.9% 227,637 $18.2M
Prosperity Planning, Inc. 8.77% Add +3.4% 226,521 $18.1M
Patton Fund Management, Inc. 3.27% Add +1.1% 225,794 $18.0M
Callan Family Office, LLC 4.20% Add +3.1% 224,282 $17.9M
Natixis Advisors, LLC 0.04% Add +5.8% 223,775 $17.9M
Select Asset Management & Trust 7.37% Add +24.7% 222,061 $17.7M
SVB Wealth LLC 0.39% Add +5.2% 221,434 $17.7M
Equitable Holdings, Inc. 0.20% Add +1.2% 216,952 $17.3M
Parallel Advisors, LLC 0.46% Add +1.3% 213,147 $17.0M
T. Rowe Price Associates Inc. 0.00% Add +4.6% 211,128 $16.9M
Painted Porch Advisors LLC 10.28% Add +10.6% 210,633 $16.8M
Quest Investment Management LLC 1.88% Reduce -2.5% 210,390 $16.8M
Evercore Wealth Management, LLC 0.26% Reduce -2.2% 208,868 $16.7M
Kaydan Wealth Management, Inc. 5.47% Reduce -2.0% 200,814 $16.0M
Steward Partners Investment Advisory, LLC 0.18% Reduce -9.2% 199,554 $15.9M
US Financial Advisors, LLC 5.47% Add +1.9% 197,856 $15.8M
StoneX Group Inc. 1.41% Add +12.9% 196,189 $15.7M
Fort Point Capital Partners LLC 2.11% Reduce -1.6% 194,921 $15.6M
Atria Wealth Solutions, Inc. 0.18% Add +1.6% 194,861 $15.6M
Tiaa Trust, National Association 0.05% Reduce -0.1% 193,940 $15.5M
National Philanthropic Trust 0.33% Reduce -9.8% 191,550 $15.3M
Heartwood Wealth Advisors LLC 1.87% Reduce -21.5% 190,240 $15.2M
UMB Bank, n.a. 0.24% Add +0.1% 189,232 $15.1M
HB Wealth Management, LLC 0.18% Reduce -2.3% 178,789 $14.3M
Bluespring Wealth Management, LLC 1.56% Reduce -4.6% 178,266 $14.2M
Litman Gregory Wealth Management LLC 1.28% Add +1.4% 177,022 $14.1M
Central Bank & Trust Co. 2.01% Add +38.9% 176,318 $14.1M
Parallax Volatility Advisers, L.P. 0.47% Reduce -16.0% 176,013 $14.1M
Oxford Financial Group, LTD. LLC 0.97% Reduce -2.0% 175,413 $14.0M
Hills Bank & Trust Co 1.18% Reduce -0.3% 174,026 $13.9M
Heritage Wealth Advisors 0.63% Reduce -0.3% 173,878 $13.9M
Marquette Associates, Inc. 9.80% Add +5277.2% 173,522 $13.9M
MCF Advisors LLC 1.07% Reduce -1.2% 172,791 $13.8M
One Capital Management, LLC 0.50% Reduce -1.3% 172,592 $13.8M
Avantax Advisory Services, Inc. 0.12% Reduce -9.8% 172,332 $13.8M
Brown Brothers Harriman & Co. 0.11% Add +3.0% 171,877 $13.7M
Checchi Capital Advisers, LLC 1.07% Reduce -4.1% 171,542 $13.7M
Oppenheimer & Co. Inc. 0.23% Add +1.8% 170,313 $13.6M
Alera Investment Advisors, LLC 1.83% Reduce -10.4% 169,031 $13.5M
Waverly Advisors, LLC 0.31% Add +12.2% 166,889 $13.3M
Cape Ann Savings Bank 8.19% Reduce -0.6% 163,595 $13.1M
ABLE Financial Group, LLC 5.08% Add +10.3% 162,076 $12.9M
Darwin Wealth Management, LLC 3.61% Reduce -9.1% 162,041 $12.9M
Fiduciary Trust Co 0.20% Add +0.4% 161,803 $12.9M
Whittier Trust Co. 0.19% Reduce -5.4% 161,345 $12.9M
Unique Wealth, LLC 3.63% Add +8.1% 161,049 $12.9M
Bartlett & Co. Wealth Management LLC 0.20% Reduce -4.4% 159,026 $12.7M
Venturi Wealth Management, LLC 0.81% Add +4.9% 158,156 $12.6M
Almanack Investment Partners, LLC. 2.14% Add +8.3% 157,771 $12.6M
Financial Counselors Inc. 0.21% Reduce -9.0% 157,091 $12.5M
Amarillo National Bank 2.34% Reduce -0.1% 156,729 $12.5M
Shulman DeMeo Asset Management LLC 3.30% Reduce -1.4% 156,043 $12.5M
Verdence Capital Advisors LLC 1.13% Reduce -20.8% 155,636 $12.4M
Private Advisor Group, LLC 0.09% Reduce -4.5% 154,748 $12.4M
Freestone Capital Holdings, LLC 0.46% Reduce -0.2% 154,671 $12.4M
Allworth Financial LP 0.09% Reduce -1.8% 154,567 $12.3M
Spire Wealth Management 0.22% Reduce -3.6% 152,086 $12.1M
Martin & Co. Inc. 2.95% Reduce -2.6% 151,419 $12.1M
SteelPeak Wealth, LLC 0.62% Add +9.5% 151,388 $12.1M
Quent Capital, LLC 1.41% Add +0.8% 151,335 $12.1M
IFP Advisors, Inc 0.53% Add +3.0% 151,194 $12.1M
EP Wealth Advisors, LLC 0.14% Reduce -2.8% 151,047 $12.1M
Foster & Motley Inc. 0.83% Reduce -1.0% 150,497 $12.0M
Federation des caisses Desjardins du Quebec 0.09% Add +3.4% 149,481 $11.9M
Buckingham Strategic Wealth, LLC 0.12% Reduce -0.2% 146,379 $11.7M
LGL Partners, LLC 1.95% Reduce -20.3% 146,042 $11.7M
Strategies Wealth Advisors, LLC 1.79% Reduce -0.2% 145,843 $11.6M
Geneos Wealth Management Inc. 0.53% Reduce -22.8% 145,098 $11.6M
Waters Parkerson & Co., LLC 0.59% Reduce -0.5% 144,610 $11.5M
Berkshire Money Management, Inc. 1.39% Add +5.3% 143,678 $11.5M
Crestwood Advisors Group, LLC 0.25% Reduce -3.0% 143,443 $11.5M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.08% New 143,390 $11.5M
Brickley Wealth Management 2.60% No change 142,242 $11.4M
Vanguard Group Inc. 0.00% Add +0.7% 141,691 $11.3M
Laird Norton Wetherby Trust Company, LLC 1.53% Reduce -7.5% 141,622 $11.3M
Mechanics Financial Corp 5.88% Reduce -27.8% 141,605 $11.3M
Perigon Wealth Management, LLC 0.34% Add +46.4% 139,231 $11.1M
Pine Valley Investments Ltd Liability Co 0.87% Add +46.2% 139,229 $11.1M
Cambiar Investors LLC 0.41% Reduce -63.8% 139,025 $11.1M
Cibc World Markets Corp. 0.07% Add +31.9% 138,946 $11.1M
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 2.74% Reduce -2.3% 138,942 $11.1M
Caprock Group, LLC 0.64% Reduce -5.9% 138,910 $11.1M
Robertson Stephens Wealth Management, LLC 0.61% Add +2083.6% 138,550 $11.1M
WealthBridge Investment Counsel Inc. 4.09% Reduce -1.3% 137,925 $11.0M
United Asset Strategies, Inc. 1.10% Add +2.5% 137,836 $11.0M
Noble Family Wealth, LLC 3.12% Add +0.5% 137,081 $10.9M
Oppenheimer Asset Management Inc. 0.16% Reduce -19.1% 136,025 $10.9M
Wesbanco Bank Inc. 0.41% Add +0.4% 135,433 $10.8M
Whittier Trust Co. of Nevada Inc. 0.31% Add +5.3% 135,051 $10.8M
Envestnet Portfolio Solutions, Inc. 0.04% Reduce -51.2% 134,120 $10.7M
Precedent Wealth Partners, LLC 4.59% Add +5.0% 133,680 $10.7M
Harvest Investment Advisors, LLC 7.90% Add +0.5% 132,251 $10.6M
Diversified Trust Co. 0.32% Reduce -0.6% 132,201 $10.6M
United Community Bank 4.10% Reduce -3.1% 132,073 $10.5M
Mittelman Wealth Management 7.04% — 130,198 $10.4M
Chesley Taft & Associates LLC 0.52% Reduce -0.6% 127,621 $10.2M
Heritage Investors Management Corp. 0.36% Reduce -1.0% 127,312 $10.2M
Crestone Asset Management LLC 2.04% Reduce -4.5% 127,118 $10.2M
TCTC Holdings, LLC 0.34% Add +2.2% 126,375 $10.1M
Mycio Wealth Partners, LLC 2.54% No change 126,287 $10.1M
Inspire Trust Co, N.A. 5.61% Add +69.8% 125,805 $10.0M
Millennium Management 0.01% Reduce -37.1% 125,222 $10.0M
Eq LLC 6.13% Add +19.9% 124,627 $10.0M
Pure Financial Advisors, LLC 0.31% Reduce -8.1% 124,324 $9.9M
WASHINGTON TRUST Co 0.36% Reduce -0.6% 124,139 $9.9M
Calamos Wealth Management LLC 0.57% No change 123,591 $9.9M
J.W. Cole Advisors, Inc. 0.50% Add +1.7% 123,328 $9.8M
Belmont Capital, LLC 2.67% No change 122,623 $9.8M
Commonwealth Financial Services, LLC 2.28% Add +0.0% 128,663 $9.7M
Arvest Investments, Inc. 1.53% Add +0.0% 120,533 $9.6M
GLOBALT Investments LLC / GA 0.38% Reduce -1.9% 120,285 $9.6M
Corundum Group, Inc. 4.63% Add +6.8% 120,218 $9.6M
D L Carlson Investment Group Inc. 1.85% Add +1.1% 118,819 $9.5M
Aua Capital Management, LLC 5.45% Reduce -4.5% 118,407 $9.5M
Monterey Private Wealth, Inc. 3.75% Reduce -0.3% 116,871 $9.3M
Simmons Bank 0.70% Reduce -1.5% 116,474 $9.3M
Canton Hathaway, LLC 2.48% No change 115,649 $9.2M
First Financial Bank - Trust Division 0.89% Reduce -4.0% 115,604 $9.2M
Heritage Wealth Management, LLC 4.70% Reduce -4.4% 115,506 $9.2M
Parkside Financial Bank & Trust 1.48% Add +9.9% 114,886 $9.2M
Lindbrook Capital, LLC 0.85% Reduce -1.2% 114,144 $9.1M
Vantage Financial Partners Ltd., Inc. 2.35% Reduce -2.8% 113,004 $9.0M
Federated Hermes, Inc. 0.02% Reduce -26.9% 113,000 $9.0M
Coastline Trust Co 1.09% Reduce -0.4% 112,668 $9.0M
First Citizens Financial Corp 5.30% Reduce -0.6% 111,659 $8.9M
SpiderRock Advisors, LLC 0.29% — 112,006 $8.8M
Hilltop National Bank 2.99% — 110,279 $8.8M
Neuberger Berman Group LLC 0.01% Reduce -39.8% 109,941 $8.8M
Clearstead Advisors, LLC 0.43% Reduce -11.7% 109,048 $8.8M
Gray Private Wealth, LLC 5.74% — 109,186 $8.7M
St. Louis Trust Co 1.36% Add +3.5% 108,837 $8.7M
Yousif Capital Management, LLC 0.10% Reduce -14.3% 108,613 $8.7M
West Coast Financial LLC 1.05% Reduce -0.2% 108,425 $8.7M
Summit Wealth & Retirement Planning, Inc. 3.08% Reduce -1.7% 108,309 $8.6M
Forvis Mazars Wealth Advisors, LLC 0.22% Add +4.9% 108,155 $8.6M
Hoge Financial Services, LLC 7.03% Reduce -6.1% 107,823 $8.6M
Credit Agricole S A 0.15% Add +47.0% 113,013 $8.6M
Horizon Bancorp Inc. 4.09% Add +9.2% 107,396 $8.6M
Nixon Peabody Trust Co. 0.79% Reduce -6.4% 107,055 $8.5M
Financial Enhancement Group LLC 1.40% Reduce -4.3% 110,000 $8.5M
Dynamic Wealth Strategies, LLC 7.24% Add +3.6% 106,060 $8.5M
Okabena Investment Services Inc. 2.81% No change 105,806 $8.4M
Coldstream Capital Management Inc. 0.21% Reduce -1.3% 105,790 $8.4M
Ironwood Investment Management LLC 4.12% Reduce -3.3% 105,701 $8.4M
Nepc LLC 0.29% Add +2.4% 105,350 $8.4M
Simplicity Wealth,LLC 0.20% New 104,796 $8.4M
Hall Kathryn A. 1.93% No change 104,630 $8.4M
B. Riley Wealth Advisors, Inc. 0.22% Add +49.9% 119,795 $8.3M
Oldfather Financial Services, LLC 3.36% Add +1.4% 102,089 $8.2M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.25% Reduce -1.4% 101,873 $8.1M
Blankinship & Foster, LLC 2.12% Reduce -4.0% 101,451 $8.1M
Tolleson Wealth Management, Inc. 1.58% Reduce -1.1% 100,975 $8.1M
Whitegate Investment Counselors, Inc. 2.26% Add +0.4% 100,525 $8.0M
BOK Financial Private Wealth, Inc. 0.60% Reduce -1.7% 100,510 $8.0M
Dimension Capital Management LLC 1.59% Reduce -34.8% 99,575 $8.0M
Atria Investments, Inc 0.11% Reduce -12.2% 99,262 $7.9M
Citizens Business Bank 1.65% Reduce -0.7% 99,260 $7.9M
First Heartland Consultants, Inc. 0.82% Add +373.5% 98,608 $7.9M
Wooster Corthell Wealth Management, Inc. 1.79% Reduce -1.1% 97,739 $7.8M
Principal Financial Group Inc. 0.00% Add +12.6% 97,351 $7.8M
EverSource Wealth Advisors, LLC 0.61% Add +8.5% 100,557 $7.8M
Fulton Bank, N.A. 0.32% Reduce -2.4% 97,201 $7.8M
Corepath Wealth Partners LLC 8.59% Reduce -52.9% 99,819 $7.8M
Focus Partners Advisor Solutions, LLC 0.22% Add +11.9% 96,884 $7.7M
Ironwood Financial, llc 1.77% Reduce -1.8% 96,331 $7.7M
Sage Financial Management Group, Inc. 3.64% Add +7.3% 96,243 $7.7M
Aries Wealth Management 2.46% Add +18.9% 95,589 $7.6M
Argent Trust Co 0.34% Reduce -23.0% 95,105 $7.6M
Wilmington Savings Fund Society, FSB 0.29% — 94,791 $7.6M
Fluent Financial, LLC 4.18% Add +65.3% 94,679 $7.6M
LBJ Family Wealth Advisors, Ltd. 4.79% Reduce -1.0% 94,494 $7.5M
Bricktown Capital, LLC 1.51% New 93,507 $7.5M
First National Trust Co 0.30% Reduce -2.1% 92,765 $7.4M
Powell Investment Advisors, LLC 3.90% Reduce -4.3% 92,346 $7.4M
U.S. Capital Wealth Advisors, LLC 0.29% Add +0.5% 91,701 $7.3M
IMC-Chicago, LLC 0.25% Add +310.5% 91,174 $7.3M
Resolute Advisors LLC 1.34% No change 90,920 $7.3M
Madden Advisory Services, Inc. 3.77% Reduce -1.6% 89,583 $7.2M
BSW Wealth Partners 1.20% Reduce -1.4% 88,606 $7.1M
Caisse de depot et placement du Quebec 0.02% New 87,829 $7.0M
Maven Securities LTD 0.42% Add +62.5% 87,445 $7.0M
First Western Trust Bank 0.32% Reduce -7.9% 87,416 $7.0M
Independence Bank of Kentucky 2.07% Add +9.1% 86,718 $6.9M
Venture Visionary Partners LLC 0.33% Reduce -57.2% 86,318 $6.9M
Pitti Group Wealth Management, LLC 7.62% Reduce -0.4% 86,855 $6.8M
Rwa Wealth Partners, LLC 0.09% Add +20.5% 85,314 $6.8M
Bristlecone Advisors, LLC 0.59% Reduce -2.4% 84,471 $6.7M
Bleakley Financial Group, LLC 0.19% Add +5.8% 83,916 $6.7M
Tarbox Family Office, Inc. 1.17% Reduce -1.1% 83,410 $6.7M
United Capital Financial Advisors, LLC 0.05% Reduce -9.7% 83,339 $6.7M
Midwest Professional Planners, LTD. 2.33% Reduce -2.3% 83,260 $6.6M
Sykon Capital LLC 2.40% Add +2.9% 82,967 $6.6M
NewEdge Advisors, LLC 0.06% Reduce -19.6% 82,760 $6.6M
Wealthcare Advisory Partners LLC 0.21% Add +23.8% 81,167 $6.5M
Lido Advisors, LLC 0.06% Reduce -3.0% 81,134 $6.5M
First Financial Bankshares Inc 0.15% Reduce -0.1% 80,671 $6.4M
Fort Washington Investment Advisors Inc. 0.04% Add +116.3% 80,136 $6.4M
Summit Financial Group, Inc. 2.27% Reduce -3.3% 79,868 $6.4M
Edge Capital Group, LLC 0.32% Add +4.5% 79,408 $6.3M
Chicago Partners Investment Group LLC 0.27% Add +9.9% 81,347 $6.3M
Phillips Financial Management, LLC 0.52% Reduce -7.0% 79,081 $6.3M
Larson Financial Group LLC 0.49% Add +10.8% 78,807 $6.3M
LCM Capital Management Inc 4.05% Reduce -0.5% 78,449 $6.3M
NBT Bank, N.A. 0.46% Add +0.1% 78,058 $6.2M
Pathway Financial Advisors LLC 1.68% No change 77,998 $6.2M
ERn Financial, LLC 1.08% Reduce -0.3% 77,629 $6.2M
4Thought Financial Group Inc. 4.07% Add +7.1% 77,474 $6.2M
Sei Investments Co. 0.01% Add +6.6% 77,344 $6.2M
Great Valley Advisor Group, Inc. 0.19% Reduce -1.6% 77,202 $6.2M
FFT Wealth Management LLC 0.53% Reduce -62.8% 76,885 $6.1M
Dorsey & Whitney Trust CO LLC 0.42% Add +0.5% 76,808 $6.1M
Caerus Investment Advisors, LLC 5.91% Reduce -4.3% 76,737 $6.1M
Murphy, Middleton, Hinkle & Parker, Inc. 3.56% Reduce -0.7% 76,587 $6.1M
Kestra Private Wealth Services, LLC 0.14% Reduce -8.3% 76,504 $6.1M
Ramsay, Stattman, Vela & Price, Inc. 1.17% Add +2.3% 76,432 $6.1M
Baron Financial Group, LLC 3.77% Reduce -0.5% 76,412 $6.1M
Grove Bank & Trust 1.03% Reduce -0.2% 76,308 $6.1M
Cadence Bank 0.44% Reduce -0.7% 75,819 $6.1M
Snowden Capital Advisors LLC 0.19% Add +1.7% 75,375 $6.0M
Angeles Investment Advisors, LLC 0.32% Add +4.7% 75,285 $6.0M
Boston Financial Mangement LLC 0.19% Reduce -2.9% 75,121 $6.0M
Cardiff Park Advisors, LLC 0.57% Reduce -2.1% 75,109 $6.0M
Rakuten Investment Management, Inc. 0.04% No change 74,893 $6.0M
Allen Mooney & Barnes Investment Advisors LLC 1.14% Add +9.7% 75,787 $6.0M
Avidian Wealth Enterprises, LLC 0.32% Reduce -3.6% 74,361 $5.9M
Connecticut Wealth Management, LLC 0.32% Reduce -3.1% 74,267 $5.9M
Birch Hill Investment Advisors LLC 0.29% Reduce -3.7% 73,911 $5.9M
Chesapeake Wealth Management 2.15% Reduce -1.0% 73,805 $5.9M
Mission Wealth Management, LP 0.16% Add +19.8% 73,794 $5.9M
Harbor Investment Advisory, LLC 0.61% Reduce -0.2% 73,175 $5.8M
Sepio Capital, LP 0.50% No change 73,171 $5.8M
Flagstar Securities, Inc. 1.63% Reduce -0.2% 73,100 $5.8M
Little House Capital LLC 1.93% Add +3.8% 73,000 $5.8M
Webster Bank, N. A. 0.65% Add +1.4% 72,861 $5.8M
Peapack Gladstone Financial Corp. 0.09% Reduce -0.8% 72,697 $5.8M
ClariVest Asset Management LLC 0.60% Add +45062.5% 72,260 $5.8M
Arcataur Capital Management LLC 2.07% Reduce -1.1% 71,978 $5.7M
Sandy Spring Bank 0.26% Reduce -5.6% 71,574 $5.7M
Financial Advocates Investment Management 0.33% Add +713.7% 114,880 $5.6M
Simplex Trading, LLC 0.16% Reduce -51.1% 70,145 $5.6M
Kayne Anderson Rudnick Investment Management LLC 0.01% Add +12.0% 70,170 $5.6M
American National Bank & Trust Co. 1.32% — 69,976 $5.6M
McKinley Carter Wealth Services, Inc. 0.37% Reduce -4.2% 69,296 $5.5M
Aaron Wealth Advisors LLC 0.79% No change 69,274 $5.5M
Delta Financial Advisors LLC 2.18% No change 68,994 $5.5M
Compound Planning, Inc. 0.51% Reduce -5.4% 68,678 $5.5M
Legal & General Group Plc 0.00% Add +169.2% 68,650 $5.5M
Krilogy Financial LLC 0.42% Reduce -0.4% 68,554 $5.5M
Nicolet Bankshares Inc. 1.14% Add +1.8% 68,521 $5.5M
Bray Capital Advisors 1.39% Add +0.2% 68,498 $5.5M
Arbor Trust Wealth Advisors, LLC 2.99% Add +0.8% 69,483 $5.4M
TAP Consulting, LLC 1.18% Add +1.0% 67,381 $5.4M
Connors Investor Services Inc. 0.56% Reduce -1.1% 66,187 $5.3M
Old National Bancorp 0.13% Reduce -0.1% 66,065 $5.3M
New Republic Capital, LLC 3.34% Reduce -3.2% 65,866 $5.3M
Fi3 FINANCIAL ADVISORS, LLC 2.42% Reduce -5.4% 66,599 $5.3M
Mill Creek Capital Advisors, LLC 0.14% No change 65,631 $5.2M
Integrated Advisors Network LLC 0.27% Add +0.2% 65,595 $5.2M
Full Sail Capital, LLC 0.36% Add +0.0% 65,550 $5.2M
Summit Financial Strategies, Inc. 0.73% Reduce -1.1% 65,399 $5.2M
Family Firm, Inc. 1.27% Add +1.7% 65,348 $5.2M
Johnson Financial Group, Inc. 0.28% Reduce -40.0% 65,128 $5.2M
Moller Wealth Partners 1.41% Reduce -0.0% 65,005 $5.2M
Granby Capital Management, LLC 2.53% No change 65,000 $5.2M
Titleist Asset Management, LLC 0.91% Reduce -6.0% 64,987 $5.2M
NewSquare Capital LLC 0.46% Add +2.7% 64,727 $5.2M
Flower City Capital 3.43% Reduce -0.8% 64,718 $5.2M
Crewe Advisors LLC 0.60% Add +1.0% 64,688 $5.2M
RFG Advisory, LLC 0.17% Reduce -13.2% 64,356 $5.1M
1832 Asset Management L.P. 0.01% Reduce -13.6% 64,337 $5.1M
Glen Eagle Advisors, LLC 0.97% Add +2.2% 63,943 $5.1M
Schneider Downs Wealth Management Advisors, LP 1.18% No change 63,938 $5.1M
Rhumbline Advisers 0.00% Reduce -16.0% 63,864 $5.1M
Van Leeuwen & Company, LLC 2.55% Add +1.4% 63,024 $5.0M
Paragon Capital Management Ltd 0.90% Add +0.1% 62,716 $5.0M
Level Four Advisory Services, LLC 0.27% Add +5.1% 66,284 $5.0M
Ashton Thomas Private Wealth, LLC 0.29% Reduce -0.5% 62,488 $5.0M
Evermay Wealth Management LLC 0.75% Add +2707.0% 62,259 $5.0M
QRG Capital Management, Inc. 0.06% Add +40.4% 61,862 $4.9M
First Citizens Bank & Trust Co. 0.09% Reduce -64.4% 61,677 $4.9M
Shorepoint Capital Partners LLC 1.20% Reduce -2.4% 61,662 $4.9M
First Foundation Advisors 0.20% Reduce -0.1% 61,576 $4.9M
New York State Common Retirement Fund 0.01% Reduce -28.8% 61,531 $4.9M
Schroder Investment Management Group 0.01% Reduce -55.3% 61,531 $4.9M
RMR Wealth Builders 0.59% Reduce -1.4% 61,085 $4.9M
Lodestar Private Asset Management LLC 0.69% Add +2.4% 60,975 $4.9M
Omega Advisors (Leon Cooperman) 0.20% No change 60,937 $4.9M
IHT Wealth Management, LLC 0.19% Add +0.8% 60,512 $4.8M
Graves Light Lenhart Wealth, Inc. 0.56% Reduce -0.1% 60,503 $4.8M
All Terrain Financial Advisors, LLC 2.05% Reduce -3.7% 59,552 $4.8M
Bessemer Group Inc. 0.01% Reduce -55.6% 59,511 $4.8M
Blueprint Investment Partners LLC 0.94% Reduce -1.7% 59,467 $4.7M
Carolinas Wealth Consulting LLC 0.93% Add +17.4% 59,283 $4.7M
City Holding Co. 0.71% Reduce -2.1% 58,959 $4.7M
Efficient Advisors, LLC 0.30% Reduce -9.3% 58,955 $4.7M
New England Private Wealth Advisors LLC 0.82% No change 58,713 $4.7M
Pinnacle Bancorp, Inc. 1.38% Add +3.1% 58,502 $4.7M
Nvwm, LLC 1.28% Add +27.4% 58,203 $4.6M
Cornerstone Advisors Asset Management, LLC 1.63% No change 58,066 $4.6M
Executive Wealth Group LLC 0.96% Add +200.0% 59,745 $4.6M
Family Asset Management, LLC 2.89% Reduce -0.3% 57,774 $4.6M
Thornburg Investment Management Inc. 0.06% Reduce -60.1% 57,607 $4.6M
NorthCoast Asset Management LLC 0.06% Add +390.1% 57,278 $4.6M
Prospera Financial Services Inc 0.14% Add +7.7% 57,106 $4.6M
LMCG Investments, LLC 0.27% Reduce -2.2% 56,701 $4.5M
Independent Financial Group, LLC 0.21% Add +12.8% 56,663 $4.5M
Park Avenue Securities LLC 0.06% Reduce -10.8% 56,521 $4.5M
Hilltop Holdings Inc. 0.50% Add +0.3% 56,352 $4.5M
Gould Asset Management LLC 1.09% Reduce -18.9% 56,285 $4.5M
Richard W. Paul & Associates, LLC 1.79% Add +6.3% 56,107 $4.5M
Pinnacle Wealth Planning Services, Inc. 0.65% Add +1.5% 55,968 $4.5M
Guggenheim Capital LLC 0.03% Add +3.7% 55,850 $4.5M
Providence First Trust Co 1.93% Reduce -1.9% 55,786 $4.5M
Trek Financial, LLC 0.35% Add +25.6% 55,641 $4.4M
Atlantic Edge Private Wealth Management, LLC 1.52% Add +0.2% 55,410 $4.4M
Csenge Advisory Group 0.25% Add +5.8% 55,190 $4.4M
Cim Investment Management Inc. 1.31% No change 54,870 $4.4M
Harbour Trust & Investment Management Co 0.54% Add +5.0% 54,345 $4.3M
Crescent Grove Advisors, LLC 0.45% Reduce -3.9% 53,989 $4.3M
Smith & Howard Wealth Management, LLC 1.33% Reduce -10.7% 53,812 $4.3M
Arcadia Investment Management Corp. 0.76% Reduce -3.3% 53,604 $4.3M
Belvedere Trading LLC 0.31% Reduce -75.4% 53,555 $4.3M
Bradley Foster & Sargent Inc. 0.08% Reduce -1.5% 53,240 $4.3M
Central Pacific Bank - Trust Division 0.56% — 53,415 $4.2M
Santori & Peters, Inc. 1.83% Add +1.2% 53,144 $4.2M
Brio Consultants, LLC 0.71% Reduce -5.4% 53,011 $4.2M
Veltria Advisors Corp. 1.09% No change 52,820 $4.2M
Sigma Investment Counselors Inc. 0.27% Reduce -2.9% 52,449 $4.2M
Chevy Chase Trust Holdings, LLC 0.01% Reduce -10.0% 52,428 $4.2M
Fragasso Financial Advisors Inc 0.35% Reduce -0.7% 52,266 $4.2M
Agf Management Ltd. 0.02% Reduce -7.0% 52,251 $4.2M
Rain Capital Management, LLC 2.78% Add +3.0% 51,922 $4.1M
Capital Advisors, Ltd. LLC 0.54% Reduce -1.3% 51,917 $4.1M
Schonfeld Strategic Advisors LLC 0.03% New 51,694 $4.1M
Laird Norton Wetherby Wealth Management, LLC 0.20% Add +0.1% 51,621 $4.1M
1834 Investment Advisors Co. 0.49% Reduce -1.9% 51,570 $4.1M
United Bank 0.49% Add +35.4% 51,283 $4.1M
CreativeOne Wealth, LLC 0.16% Add +2.1% 51,077 $4.1M
Choate Investment Advisors 0.11% Reduce -24.5% 50,903 $4.1M
BluePointe Capital Management, LLC 2.75% Add +0.4% 50,124 $4.0M
Gryphon Financial Partners LLC 0.68% Add +1.8% 49,824 $4.0M
JFS Wealth Advisors, LLC 0.31% Reduce -7.1% 49,413 $3.9M
EWG Elevate Inc. 1.50% Add +1.4% 49,247 $3.9M
Apollon Wealth Management, LLC 0.12% Reduce -18.6% 49,217 $3.9M
Investment Partners, LTD. 1.78% No change 49,149 $3.9M
Gemmer Asset Management LLC 0.45% Reduce -6.9% 49,035 $3.9M
Spotlight Asset Group, Inc. 2.77% Reduce -31.7% 48,540 $3.9M
Glass Jacobson Investment Advisors llc 1.44% Add +0.1% 48,127 $3.8M
McAdam, LLC 0.24% Add +0.6% 47,596 $3.8M
Scotia Capital Inc. 0.02% Add +0.1% 47,589 $3.8M
First Interstate Bank 0.26% Reduce -4.4% 47,547 $3.8M
Leverty Financial Group, LLC 2.26% Reduce -2.3% 47,392 $3.8M
NTV Asset Management LLC 0.58% Add +6.3% 47,389 $3.8M
Advisory Services Network, LLC 0.08% Add +18.6% 47,098 $3.8M
Acropolis Investment Management, LLC 0.24% Reduce -1.1% 46,543 $3.7M
Alesco Advisors, LLC, An ESL Co 0.12% Reduce -2.4% 46,439 $3.7M
Banco Bilbao Vizcaya Argentaria, S.A. 0.04% Add +17.9% 46,353 $3.7M
Hengehold Capital Management LLC 0.39% Reduce -19.8% 46,337 $3.7M
Aveo Capital Partners, LLC 0.40% Reduce -6.9% 46,411 $3.7M
Asset Planning Corporation 2.67% Reduce -4.1% 45,811 $3.7M
Solstein Capital, LLC 2.53% Add +178.8% 45,649 $3.6M
Farmers & Merchants Investments Inc. 0.12% Add +0.0% 45,515 $3.6M
Aspiriant, LLC 0.15% Add +26.4% 45,507 $3.6M
Dumont & Blake Investment Advisors LLC 1.05% Reduce -1.5% 45,492 $3.6M
Cwm, LLC 0.02% Add +7.3% 45,327 $3.6M
State of Wisconsin Investment Board 0.01% New 45,000 $3.6M
Asset Management Group, Inc. 0.54% Reduce -0.7% 44,862 $3.6M
JMG Financial Group, Ltd. 0.14% Reduce -3.4% 44,756 $3.6M
Pinnacle Associates Ltd. 0.06% Reduce -9.4% 44,654 $3.6M
HBK Sorce Advisory LLC 0.13% Add +10.7% 44,539 $3.6M
Thompson Siegel & Walmsley LLC 0.05% Add +0.5% 44,490 $3.6M
PFW Advisors LLC 1.08% Add +0.6% 44,353 $3.5M
Mosaic Family Wealth Partners, LLC 0.58% Reduce -0.1% 44,199 $3.5M
TD Waterhouse Canada Inc. 0.03% Add +6.8% 38,603 $3.5M
Bridgewater Advisors Inc. 0.53% Reduce -4.1% 43,927 $3.5M
Waddell & Associates, LLC 0.47% Reduce -6.2% 43,731 $3.5M
Capital Advantage, Inc. 0.71% Add +26.0% 43,320 $3.5M
Integrated Wealth Concepts LLC 0.05% Reduce -7.0% 43,324 $3.5M
Wealth Advisory Solutions, LLC 0.90% Add +12.0% 43,320 $3.5M
Concentric Wealth Management, LLC 0.92% Reduce -0.1% 43,157 $3.4M
Sterling Investment Advisors LLC 2.02% Reduce -2.2% 43,122 $3.4M
Endowment Wealth Management, Inc. 2.57% Add +2.7% 42,959 $3.4M
Parisi Gray Wealth Management 1.28% Reduce -30.6% 42,676 $3.4M
Annapolis Financial Services, LLC 1.12% Reduce -1.6% 42,591 $3.4M
McLean Asset Management Corp 1.15% Reduce -3.4% 42,190 $3.3M
Acadian Asset Management LLC 0.01% Reduce -36.9% 41,847 $3.3M
Sheets Smith Wealth Management 0.37% No change 41,200 $3.3M
XML Financial, LLC 0.34% Reduce -2.3% 41,139 $3.3M
Innova Wealth Partners 2.54% Add +113.8% 41,138 $3.3M
Meridian Wealth Management, LLC 0.54% Reduce -52.0% 40,732 $3.3M
Texas Capital Bank Wealth Management Services Inc 0.36% Add +0.5% 40,665 $3.2M
GMO 0.01% New 40,330 $3.2M
Lionsbridge Wealth Management LLC 2.49% Reduce -1.2% 40,245 $3.2M
Staley Capital Advisers Inc. 0.15% Reduce -13.0% 40,000 $3.2M
Kingsview Wealth Management, LLC 0.08% Add +0.9% 39,962 $3.2M
DAVENPORT & Co LLC 0.02% Add +9.7% 39,953 $3.2M
Grant Street Asset Management, Inc. 1.04% Reduce -0.5% 39,916 $3.2M
Belpointe Asset Management LLC 0.24% Reduce -35.8% 39,892 $3.2M
Sage Mountain Advisors LLC 0.33% Reduce -0.2% 39,775 $3.2M
SlateStone Wealth, LLC 0.32% Add +7.0% 39,611 $3.2M
Retirement Income Solutions, Inc. 0.72% Reduce -10.8% 39,524 $3.2M
Maryland State Retirement & Pension System 0.06% Add +94.0% 41,464 $3.2M
Beutel, Goodman & Co Ltd. 0.02% Reduce -4.8% 39,341 $3.1M
LTG Capital LLC 2.69% Reduce -0.6% 39,244 $3.1M
Neumann Capital Management, LLC 1.11% Add +10.0% 39,135 $3.1M
Sowell Financial Services LLC 0.15% Add +1.2% 38,898 $3.1M
Clarus Wealth Advisors 1.76% Reduce -0.2% 39,606 $3.1M
Morton Brown Family Wealth, LLC 1.27% Reduce -1.1% 38,510 $3.1M
American Financial Advisors, LLC 0.43% Reduce -2.2% 38,148 $3.0M
Urban Financial Advisory Corp 1.87% Reduce -1.9% 38,112 $3.0M
Elevation Point Wealth Partners, LLC 0.23% Reduce -28.7% 38,017 $3.0M
Woodstock Corp. 0.31% Reduce -22.8% 37,947 $3.0M
Palisade Asset Management, LLC 0.29% Reduce -16.2% 37,797 $3.0M
Laurel Wealth Advisors LLC 0.52% Reduce -0.8% 37,737 $3.0M
Defined Wealth Management, LLC 2.16% Reduce -11.7% 37,733 $3.0M
Two Sigma Securities, LLC 0.15% Reduce -66.1% 37,699 $3.0M
Warwick Investment Management, Inc. 0.72% Reduce -10.6% 37,451 $3.0M
Provenance Wealth Advisors, LLC 0.42% Reduce -4.4% 37,395 $3.0M
Fifth Third Wealth Advisors LLC 0.46% Add +80.6% 37,319 $3.0M
Etesian Wealth Advisors, Inc. 1.69% Reduce -2.6% 36,856 $2.9M
Pettinga Financial Advisors LLC 0.75% Add +0.4% 36,639 $2.9M
Relative Value Partners Group, LLC 0.18% No change 38,998 $2.9M
KFA Private Wealth Group, LLC 0.91% Add +34.5% 36,578 $2.9M
Ashford Advisors, LLC 0.74% Reduce -5.0% 36,534 $2.9M
InTrack Investment Management Inc 2.15% Reduce -0.2% 36,327 $2.9M
Curbstone Financial Management Corp 0.63% No change 36,311 $2.9M
Pettyjohn, Wood & White, Inc. 0.58% No change 36,271 $2.9M
Nwam LLC 0.23% Reduce -6.2% 36,207 $2.9M
Cape Cod Five Cents Savings Bank 0.28% Reduce -1.0% 36,130 $2.9M
Rehmann Capital Advisory Group 0.21% Reduce -6.2% 36,059 $2.9M
Bremer Bank National Association 0.53% Reduce -5.5% 35,891 $2.9M
Mgo One Seven LLC 0.15% Reduce -6.6% 35,830 $2.9M
Arete Wealth Advisors, LLC 0.26% Reduce -2.2% 35,755 $2.9M
FAS Wealth Partners, Inc. 0.25% Reduce -1.1% 35,566 $2.8M
Sachem Hill LLC 0.66% Add +1.3% 35,429 $2.8M
Jmac Enterprises LLC 0.53% Reduce -0.1% 35,389 $2.8M
Catalyst Financial Partners LLC 0.73% Add +7.3% 36,940 $2.8M
Evanson Asset Management, LLC 0.21% Reduce -1.0% 35,284 $2.8M
First Nebraska Trust Co 0.29% Reduce -4.9% 35,276 $2.8M
Global Retirement Partners, LLC 0.10% Add +4.5% 35,242 $2.8M
Farmers Trust Co. 0.57% Add +7.9% 35,187 $2.8M
Lane & Associates LLC 1.77% Add +5.3% 35,166 $2.8M
NWF Advisory Services Inc. 0.47% Add +3.0% 34,840 $2.8M
Clear Creek Financial Management, LLC 0.35% Add +26.8% 34,492 $2.8M
Stratos Wealth Partners, LTD. 0.05% Reduce -33.9% 34,393 $2.7M
Marquette Asset Management, LLC 0.48% No change 34,335 $2.7M
Roble, Belko & Company, Inc 0.47% No change 34,133 $2.7M
Ironwood Wealth Management, LLC. 0.88% Reduce -0.4% 33,995 $2.7M
Probity Advisors, Inc. 0.56% Reduce -3.2% 33,819 $2.7M
Lyell Wealth Management, LP 0.27% Reduce -13.1% 33,764 $2.7M
Pinnacle Family Advisors, LLC 1.43% Reduce -3.0% 33,688 $2.7M
Appleton Partners Inc. 0.21% Add +4.4% 33,632 $2.7M
Thrive Wealth Management, LLC 0.55% Reduce -28.9% 33,521 $2.7M
First National Corp. /Ma/ 0.66% No change 35,507 $2.7M
Connor, Clark & Lunn Investment Management Ltd. 0.01% No change 33,278 $2.7M
Cliftonlarsonallen Wealth Advisors, LLC 0.06% Reduce -0.7% 33,238 $2.7M
Grey Fox Wealth Advisors, LLC 0.99% Reduce -1.9% 33,059 $2.6M
Klingman & Associates, LLC 0.19% Reduce -0.9% 33,017 $2.6M
Sageworth Trust Co 0.17% No change 32,824 $2.6M
STRS Ohio 0.01% Reduce -13.5% 32,800 $2.6M
Community Bank, N.A. 0.34% Reduce -1.8% 32,750 $2.6M
Richwood Investment Advisors, LLC 2.32% Reduce -4.3% 32,689 $2.6M
Acas, LLC 2.50% Reduce -0.9% 32,412 $2.6M
Mizuho Markets Americas LLC 0.07% New 32,260 $2.6M
Boltwood Capital Management 0.80% Reduce -0.3% 32,257 $2.6M
ML & R Wealth Management LLC 0.59% No change 32,002 $2.6M
CANADA LIFE ASSURANCE Co 0.01% Reduce -2.2% 31,836 $2.5M
Hiley Hunt Wealth Management 1.66% Reduce -0.5% 31,688 $2.5M
Busey Bank 0.09% Reduce -1.9% 31,687 $2.5M
Nexus Investment Management ULC 0.24% No change 31,550 $2.5M
William Howard & Co Financial Advisors Inc 2.36% — 31,524 $2.5M
Wolf Group Capital Advisors 1.19% No change 34,660 $2.5M
Sun Life Financial Inc. 0.16% Reduce -22.6% 31,412 $2.5M
Country Trust Bank 0.06% Reduce -57.2% 31,327 $2.5M
Penobscot Investment Management Company, Inc. 0.26% Add +1.1% 31,249 $2.5M
Capital Group Private Client Services, Inc. 0.03% Reduce -90.7% 31,185 $2.5M
Bank of Hawaii 0.12% No change 31,164 $2.5M
Bahl & Gaynor LLC 0.01% Reduce -1.1% 31,155 $2.5M
Abbrea Capital, LLC 0.32% Reduce -0.3% 30,725 $2.5M
Fidelis Capital Partners, LLC 0.37% Add +41.3% 30,537 $2.4M
Lion Street Advisors, LLC 0.99% No change 32,139 $2.4M
Unionview, LLC 2.00% Add +3.5% 30,278 $2.4M
First National Bank of Omaha 0.17% Reduce -8.7% 29,567 $2.4M
WBH Advisory Inc. 0.25% Reduce -1.7% 30,134 $2.4M
Hoylecohen, LLC 0.18% Reduce -1.4% 30,055 $2.4M
Financial Insights, Inc. 0.69% Add +636.7% 29,946 $2.4M
GS Investments, Inc. 1.15% Reduce -0.3% 29,751 $2.4M
Annandale Capital, LLC 0.54% Reduce -7.2% 29,676 $2.4M
Cary Street Partners Investment Advisory LLC 0.10% Add +2.5% 29,563 $2.4M
Rebalance, LLC 0.19% No change 29,518 $2.4M
Stratos Wealth Advisors, LLC 0.14% Add +33.7% 29,447 $2.4M
Northwest Investment Counselors, LLC 0.57% Reduce -12.3% 29,220 $2.3M
Montecito Bank & Trust 0.47% Reduce -1.5% 29,163 $2.3M
Glenview Trust Co 0.05% Reduce -0.4% 29,145 $2.3M
Legacy Trust 0.58% Add +5.3% 29,054 $2.3M
White Pine Capital LLC 0.88% Reduce -2.9% 29,944 $2.3M
Welch & Forbes LLC 0.03% Add +2.8% 28,855 $2.3M
BLB&B Advisors, LLC 0.13% Add +2.6% 28,787 $2.3M
Motco 0.14% Add +15.9% 28,754 $2.3M
Farther Finance Advisors, LLC 0.14% Reduce -10.5% 28,794 $2.3M
Matrix Private Capital Group LLC 1.55% No change 28,655 $2.3M
Macquarie Group Ltd. 0.00% Reduce -86.2% 28,617 $2.3M
Financial Synergies Wealth Advisors, Inc. 0.30% Reduce -11.6% 28,549 $2.3M
MPS Loria Financial Planners, LLC 0.76% Reduce -6.0% 28,276 $2.3M
Coordinated Financial Services, Inc. 2.00% — 28,248 $2.3M
Fairway Wealth LLC 1.52% Reduce -2.7% 28,156 $2.2M
Bar Harbor Wealth Management 0.15% Add +4.4% 28,072 $2.2M
Advisor Resource Council 0.95% Add +794.5% 29,696 $2.2M
Keeley-Teton Advisors, LLC 0.27% Add +7.3% 27,863 $2.2M
Johnson & White Wealth Management, LLC 1.62% Add +15.6% 27,836 $2.2M
CM Wealth Advisors LLC 0.63% Reduce -6.3% 27,765 $2.2M
Lanark Financial, Inc. 0.21% Add +0.2% 27,687 $2.2M
Manhattan West Asset Management, LLC 0.53% Reduce -22.1% 27,641 $2.2M
Biltmore Family Office, LLC 0.43% Reduce -0.8% 27,613 $2.2M
Atlas Brown,Inc. 0.80% Reduce -1.0% 27,583 $2.2M
Embree Financial Group 0.43% Reduce -13.5% 27,537 $2.2M
Nuveen Asset Management, LLC 0.00% Reduce -26.8% 27,500 $2.2M
Parsons Capital Management Inc. 0.15% Reduce -1.3% 27,396 $2.2M
BigSur Wealth Management LLC 0.68% No change 27,338 $2.2M
KMG Fiduciary Partners, LLC 0.23% Add +0.3% 27,295 $2.2M
Smith Anglin Financial, LLC 0.22% Add +0.2% 27,137 $2.2M
True Link Financial Advisors, LLC 0.21% Reduce -0.5% 27,097 $2.2M
Denver PWM, LLC 0.83% Reduce -5.8% 27,253 $2.2M
Westshore Wealth, LLC 0.89% Add +2.2% 26,798 $2.1M
EFG Asset Management (Americas) Corp. 0.64% Add +98.9% 26,536 $2.1M
Pallas Capital Advisors LLC 0.09% Reduce -0.2% 26,391 $2.1M
Washington Trust Advisors, Inc. 0.19% No change 26,381 $2.1M
Bryn Mawr Trust Advisors, LLC 0.12% Reduce -0.7% 26,308 $2.1M
Gries Financial LLC 0.35% Add +0.3% 26,291 $2.1M
Visionary Wealth Advisors 0.14% Add +11.5% 26,268 $2.1M
Latitude Advisors, LLC 1.31% Add +7.4% 26,241 $2.1M
Congress Asset Management Co. 0.01% Reduce -5.1% 26,200 $2.1M
Bank of Marin 1.83% Reduce -9.5% 26,077 $2.1M
Brightwater Advisory LLC 1.67% Reduce -3.2% 26,076 $2.1M
Wade Financial Advisory, Inc 0.76% No change 26,071 $2.1M
Sowa Financial Group, Inc. 1.70% No change 27,593 $2.1M
Bank of New Hampshire 0.55% Reduce -1.9% 25,992 $2.1M
River Wealth Advisors LLC 0.30% Reduce -22.8% 25,960 $2.1M
Manchester Capital Management LLC 0.26% Add +2.4% 25,945 $2.1M
Bank Ozk 0.93% Add +0.5% 25,941 $2.1M
Mutual Advisors, LLC 0.07% Reduce -12.4% 25,924 $2.1M
Arcadia Investment Advisors LLC 1.18% Reduce -0.3% 25,897 $2.1M
Aspect Partners, LLC 1.63% Reduce -87.2% 25,887 $2.1M
Advisor OS, LLC 0.24% Reduce -0.7% 25,860 $2.1M
Avior Wealth Management, LLC 0.10% Add +46.5% 25,833 $2.1M
Harbor Advisory Corp. 0.70% No change 25,786 $2.1M
Naples Global Advisors, LLC 0.21% Add +0.5% 25,754 $2.1M
Associated Banc-Corp 0.07% Add +1.4% 25,746 $2.1M
Atticus Wealth Management, LLC 0.67% Reduce -20.2% 25,586 $2.0M
Rothschild Investment LLC 0.15% Add +0.4% 25,583 $2.0M
Quotient Wealth Partners, LLC 0.07% Reduce -3.1% 25,513 $2.0M
Private Trust Co. NA 0.22% Add +17.2% 25,381 $2.0M
Rockland Trust Co. 0.11% Reduce -4.3% 25,349 $2.0M
Boyd Watterson Asset Management LLC 0.74% No change 25,332 $2.0M
Turtle Creek Wealth Advisors, LLC 0.50% Add +0.2% 25,308 $2.0M
Kabouter Management, LLC 8.44% Reduce -97.0% 25,041 $2.0M
OneDigital Investment Advisors LLC 0.03% Reduce -1.3% 25,008 $2.0M
Great Waters Wealth Management 0.33% Reduce -26.9% 24,921 $2.0M
Triasima Portfolio Management inc. 0.17% Add +2.2% 24,920 $2.0M
Ameritas Advisory Services, LLC 0.08% Add +16.8% 25,105 $2.0M
RiverGlades Family Offices LLC 1.58% Reduce -1.2% 24,736 $2.0M
Shoker Investment Counsel, Inc. 0.71% Reduce -2.8% 24,925 $2.0M
Tobias Financial Advisors, Inc. 0.45% Reduce -0.1% 24,747 $2.0M
Axiom Financial Strategies, LLC 1.25% Add +1.1% 24,672 $2.0M
Columbia Bank 0.80% — 24,558 $2.0M
Westmount Partners, LLC 0.70% Reduce -0.5% 24,508 $2.0M
Private Wealth Advisors, LLC 0.82% Reduce -13.9% 24,408 $1.9M
Watts Gwilliam & Co., LLC 0.60% — 24,057 $1.9M
Cubic Asset Management, LLC 0.46% Add +0.1% 24,372 $1.9M
ProVise Management Group, LLC 0.17% Reduce -12.4% 24,358 $1.9M
Forte Asset Management LLC 1.18% No change 24,280 $1.9M
Hillman Capital Management, Inc. 0.62% Add +2.2% 24,190 $1.9M
Global Strategic Investment Solutions, LLC 0.22% Reduce -3.3% 24,064 $1.9M
Western Wealth Management, LLC 0.15% Add +12.1% 24,005 $1.9M
Edge Financial Advisors LLC 1.69% — 23,986 $1.9M
Daymark Wealth Partners, LLC 0.10% Reduce -3.5% 23,969 $1.9M
Hall Laurie J Trustee 0.67% No change 23,925 $1.9M
Horizons Wealth Management 1.25% No change 25,334 $1.9M
GEM Asset Management, LLC 1.28% Reduce -1.7% 24,974 $1.9M
Rovin Capital /Ut/ 0.78% Add +42.3% 23,856 $1.9M
Legacies Wealth LLC 1.68% No change 23,748 $1.9M
Private Ocean, LLC 0.20% Reduce -5.9% 23,691 $1.9M
MIdWestOne Financial Group, Inc. 0.34% No change 23,673 $1.9M
Three Bridge Wealth Advisors, LLC 0.74% Add +55.7% 23,643 $1.9M
HFG Advisors, Inc. 1.67% Add +10.9% 23,553 $1.9M
Itau Unibanco Holding S.A. 0.08% New 23,500 $1.9M
Dohj, LLC 0.49% Reduce -4.5% 23,349 $1.9M
Mayflower Financial Advisors, LLC 0.31% Reduce -2.0% 23,313 $1.9M
KG Capital Management 0.73% Add +5.8% 23,000 $1.8M
Townsquare Capital LLC 0.03% Reduce -26.7% 22,976 $1.8M
Azimuth Capital Investment Management LLC 0.08% Reduce -10.3% 22,937 $1.8M
Charles Schwab Investment Management Inc. 0.00% Reduce -80.6% 22,889 $1.8M
Berkshire Asset Management LLC 0.10% Reduce -2.7% 22,791 $1.8M
Nicholas Hoffman & Company, LLC. 0.09% No change 22,783 $1.8M
Plante Moran Financial Advisors, LLC 0.20% Reduce -1.2% 22,750 $1.8M
Goelzer Investment Management, Inc. 0.10% No change 22,609 $1.8M
Abacus Planning Group, Inc. 0.35% Reduce -7.1% 22,574 $1.8M
Optas, LLC 0.49% No change 22,540 $1.8M
LFA - Lugano Financial Advisors SA 1.31% Reduce -3.2% 22,482 $1.8M
Eukles Asset Management 0.78% Reduce -1.4% 22,411 $1.8M
Resonant Capital Advisors, LLC 0.15% Reduce -14.3% 22,319 $1.8M
Maple Capital Management, Inc. 0.16% Reduce -0.2% 22,287 $1.8M
Seven Post Investment Office LP 0.43% Reduce -15.5% 22,273 $1.8M
Chilton Capital Management LLC 0.08% No change 21,870 $1.7M
Merit Financial Group, LLC 0.04% Add +63.8% 22,124 $1.7M
Florida Trust Wealth Management Co 0.06% Reduce -1.2% 21,864 $1.7M
Exencial Wealth Advisors, LLC 0.06% Reduce -16.2% 21,738 $1.7M
Carnegie Investment Counsel 0.05% Reduce -1.4% 21,627 $1.7M
GYL Financial Synergies, LLC 0.13% No change 21,419 $1.7M
Peoples Bank 0.95% Reduce -0.2% 21,388 $1.7M
Joel Isaacson & Co., LLC 0.09% Reduce -0.7% 21,351 $1.7M
Hubbell Strickland Wealth Management, LLC 0.86% Add +0.1% 21,345 $1.7M
Veracity Capital LLC 0.66% Reduce -35.6% 21,284 $1.7M
Dynamic Advisor Solutions LLC 0.06% Add +1.5% 21,238 $1.7M
Smithfield Trust Co 0.09% Reduce -0.1% 21,226 $1.7M
Leith Wheeler Investment Counsel Ltd. 0.16% No change 21,235 $1.7M
Triton Financial Group Inc 1.20% Reduce -0.7% 21,214 $1.7M
Dentgroup LLC 1.40% No change 21,174 $1.7M
Twele Capital Management, Inc. 0.38% Reduce -93.0% 21,131 $1.7M
Chartwell Investment Partners, LLC 0.06% No change 21,125 $1.7M
Steph & Co. 0.58% Reduce -2.4% 20,996 $1.7M
Greenline Partners, LLC 0.27% Add +0.2% 20,995 $1.7M
Cahill Financial Advisors Inc. 0.23% Reduce -0.6% 20,968 $1.7M
Oakwell Private Wealth Management, LLC 0.51% No change 20,965 $1.7M
CX Institutional 0.08% Add +0.9% 20,885 $1.7M
Athena Investment Management 1.00% No change 20,879 $1.7M
Colony Family Offices, LLC 0.54% No change 20,830 $1.7M
Fusion Family Wealth, LLC 0.17% No change 20,721 $1.7M
Strategic Investment Advisors / MI 0.21% Reduce -5.6% 20,577 $1.6M
VeraBank, N.A. 0.51% No change 20,484 $1.6M
Davis R M Inc. 0.03% Add +114.4% 20,477 $1.6M
Harbour Capital Advisors, LLC 0.41% No change 20,710 $1.6M
Macroview Investment Management LLC 1.81% Add +103.4% 20,463 $1.6M
Davidson Trust Co. 0.95% No change 20,433 $1.6M
Bedel Financial Consulting, Inc. 0.26% Add +2.5% 20,421 $1.6M
Criterion Capital Advisors, LLC 1.08% Reduce -0.5% 20,253 $1.6M
Washington Trust Bank 0.15% Reduce -3.9% 20,166 $1.6M
Fairman Group, LLC 1.52% No change 20,139 $1.6M
Ellis Investment Partners, LLC 0.35% Add +1.2% 20,005 $1.6M
ING Groep NV 0.01% New 20,000 $1.6M
DB Fitzpatrick & Co, Inc 1.46% Reduce -6.7% 19,981 $1.6M
Anchor Capital Advisors LLC 0.04% Reduce -8.3% 19,968 $1.6M
Frank, Rimerman Advisors LLC 0.31% No change 19,961 $1.6M
Morris Financial Concepts, Inc. 0.81% Reduce -3.8% 19,898 $1.6M
Private Capital Management LLC 0.35% Reduce -2.5% 19,855 $1.6M
Betterment LLC 0.00% Add +13.1% 19,847 $1.6M
Contravisory Investment Management, Inc. 0.35% Reduce -57.8% 19,733 $1.6M
Indiana Trust & Investment Management Co 0.63% Reduce -3.3% 19,700 $1.6M
Insigneo Advisory Services, LLC 0.19% Add +84.5% 19,652 $1.6M
Windsor Capital Management, LLC 0.48% Reduce -1.3% 19,557 $1.6M
Capital Analysts, LLC 0.07% Add +1.4% 19,496 $1.6M
Texas Capital Bancshares Inc 0.71% Reduce -12.6% 19,484 $1.6M
Emprise Bank 1.04% — 19,322 $1.5M
Graypoint LLC 0.11% Reduce -1.3% 19,256 $1.5M
Perennial Investment Advisors, LLC 0.23% Add +0.3% 19,029 $1.5M
Prio Wealth Limited Partnership 0.04% Reduce -8.0% 18,942 $1.5M
Cobblestone Capital Advisors LLC 0.10% Reduce -2.4% 18,934 $1.5M
Osborne Partners Capital Management, LLC 0.09% Reduce -7.2% 18,893 $1.5M
Ledyard National Bank 0.15% Reduce -1.1% 18,823 $1.5M
Live Oak Private Wealth LLC 0.26% Reduce -0.4% 18,811 $1.5M
Tennessee Valley Asset Management Partners 0.36% Reduce -17.0% 18,726 $1.5M
First Bancorp, Inc 1.13% Reduce -0.4% 18,638 $1.5M
Sequoia Financial Advisors, LLC 0.02% Reduce -12.4% 18,629 $1.5M
CIC Wealth, LLC 0.43% Reduce -1.3% 18,591 $1.5M
Chemung Canal Trust Co. 0.28% Reduce -0.7% 18,456 $1.5M
Evoke Wealth, LLC 0.04% New 18,441 $1.5M
Headinvest, LLC 0.29% Reduce -9.7% 18,437 $1.5M
North Star Investment Management Corp. 0.10% Add +14.4% 18,383 $1.5M
Quadrant Capital Group LLC 0.12% Reduce -12.0% 18,349 $1.5M
Brookstone Capital Management 0.03% Reduce -78.0% 18,347 $1.5M
SouthState Bank Corp 0.11% Reduce -1.3% 18,342 $1.5M
Headlands Technologies LLC 0.35% New 18,220 $1.5M
Principal Securities, Inc. 0.05% Add +2.4% 18,150 $1.4M
Cassady Schiller Wealth Management, LLC 0.65% No change 18,104 $1.4M
Simon Quick Advisors, LLC 0.11% No change 18,089 $1.4M
Tudor Investment Corporation 0.02% New 18,062 $1.4M
Well Done, LLC 0.28% Reduce -14.3% 17,986 $1.4M
Pointe Capital Management LLC 0.88% Add +51.9% 17,965 $1.4M
Midland Wealth Advisors, LLC 0.09% Add +9.6% 17,960 $1.4M
Orrstown Financial Services Inc. 0.79% Reduce -17.8% 17,774 $1.4M
Victory Financial Group, LLC 0.84% Reduce -15.3% 17,773 $1.4M
Gladstone Institutional Advisory LLC 0.08% Reduce -8.3% 17,696 $1.4M
Smith, Moore & Co. 0.15% Reduce -3.7% 17,685 $1.4M
Wealth Alliance, LLC 0.19% Add +43.9% 17,678 $1.4M
Strategy Asset Managers LLC 0.30% Reduce -5.3% 17,644 $1.4M
Tompkins Financial Corp. 0.16% Add +0.6% 17,588 $1.4M
Trinity Financial Advisors LLC 0.63% Reduce -9.4% 17,505 $1.4M
Greenfield Savings Bank 0.73% Add +8.8% 17,448 $1.4M
Capasso Planning Partners LLC 0.58% No change 17,395 $1.4M
Trust Co. of Vermont 0.08% Reduce -1.0% 17,229 $1.4M
Avantax Planning Partners, Inc. 0.04% Reduce -22.0% 17,199 $1.4M
Affiance Financial, LLC 0.37% Add +0.8% 17,073 $1.4M
Farmers & Merchants Trust Co of Chambersburg PA 0.56% Reduce -12.3% 16,960 $1.4M
Narus Financial Partners, LLC 0.58% Reduce -11.4% 16,924 $1.4M
GTS Securities LLC 0.04% New 16,873 $1.3M
Olympus Wealth Management, LLC 0.80% Reduce -26.3% 16,848 $1.3M
Prosperity Consulting Group, LLC 0.17% Add +83.0% 16,771 $1.3M
Tortoise Investment Management, LLC 0.16% Reduce -3.5% 16,716 $1.3M
Wedbush Securities Inc. 0.05% Reduce -0.7% 16,700 $1.3M
G&S Capital LLC 0.59% Reduce -0.2% 16,641 $1.3M
Waldron Private Wealth LLC 0.06% Add +29.1% 16,631 $1.3M
Eagle Global Advisors LLC 0.07% Reduce -64.5% 16,605 $1.3M
Burke & Herbert Bank & Trust Co. 1.00% Add +1.4% 16,565 $1.3M
First Merchants Corp. 0.10% Add +16.2% 16,509 $1.3M
Builder Investment Group Inc. 0.38% No change 16,415 $1.3M
Legacy Bridge, LLC 0.77% Reduce -0.6% 16,400 $1.3M
Prime Capital Investment Advisors, LLC 0.02% Add +84.6% 16,355 $1.3M
Regal Investment Advisors LLC 0.09% Reduce -3.2% 16,320 $1.3M
Hollencrest Capital Management 0.06% No change 16,318 $1.3M
Focus Financial Network, Inc. 0.06% — 17,102 $1.3M
Stordahl Capital Management, Inc. 0.32% Reduce -1.7% 16,224 $1.3M
Schechter Investment Advisors, LLC 0.10% No change 16,092 $1.3M
Eagle Rock Investment Company, LLC 0.24% Reduce -2.0% 16,016 $1.3M
TCI Wealth Advisors, Inc. 0.13% Add +0.1% 15,969 $1.3M
Wedmont Private Capital 0.09% Add +0.2% 16,063 $1.3M
Cynosure Group, LLC 0.23% Add +23.8% 15,944 $1.3M
Legacy Capital Group California, Inc. 0.47% Reduce -60.8% 15,938 $1.3M
Firestone Capital Management 0.35% Reduce -2.7% 15,927 $1.3M
James J. Burns & Company, LLC 0.44% Reduce -25.4% 16,096 $1.3M
Claro Advisors Inc. 0.22% Reduce -15.0% 15,895 $1.3M
GC Wealth Management RIA, LLC 0.25% New 15,886 $1.3M
Hemington Wealth Management 0.46% No change 15,858 $1.3M
Coppell Advisory Solutions Corp. 0.24% — 15,712 $1.3M
Sunburst Financial Group, LLC 0.35% No change 15,751 $1.3M
Cahaba Wealth Management, Inc. 0.11% Reduce -5.4% 15,681 $1.3M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.04% Reduce -0.2% 15,655 $1.3M
Lowe Brockenbrough & Co. Inc. 0.08% Reduce -2.2% 15,609 $1.2M
Wolff Financial Management LLC 0.36% Reduce -11.1% 15,577 $1.2M
Del-Sette Capital Management, LLC 1.02% Reduce -6.0% 15,515 $1.2M
Capital Investment Advisors, LLC 0.03% Reduce -55.7% 15,477 $1.2M
Fsa Wealth Partners, Inc. 0.31% Add +36.2% 15,467 $1.2M
Summit Financial, LLC 0.07% Add +322.5% 15,458 $1.2M
ORBA Wealth Advisors, L.L.C. 0.68% No change 15,426 $1.2M
Paladin Advisory Group, LLC 0.97% Reduce -9.3% 15,446 $1.2M
AQR Capital Management 0.00% Add +154.0% 15,360 $1.2M
&partners 0.17% Add +48.0% 15,356 $1.2M
Evergreen Capital Management LLC 0.05% No change 15,249 $1.2M
WMG Financial Advisors, LLC 0.70% Reduce -5.0% 15,237 $1.2M
Mather Group, Llc. 0.02% Add +1.6% 16,140 $1.2M
Haverford Trust Co 0.01% Reduce -3.9% 15,163 $1.2M
Matrix Asset Advisors Inc. 0.14% Add +0.6% 15,133 $1.2M
Diversified Portfolios, Inc. 0.17% Reduce -0.5% 15,113 $1.2M
Mma Asset Management LLC 0.57% Add +28.4% 15,152 $1.2M
Park Edge Advisors, LLC 0.34% Reduce -1.1% 15,044 $1.2M
Long Road Investment Counsel, LLC 0.50% Add +1.4% 14,990 $1.2M
Global Trust Asset Management, LLC 0.49% No change 14,893 $1.2M
Franklin, Parlapiano, Turner & Welch, LLC 0.33% No change 14,893 $1.2M
Members Trust Co 0.04% Reduce -23.6% 14,758 $1.2M
Archvest Wealth Advisors, Inc. 0.83% Reduce -0.8% 14,787 $1.2M
SOA Wealth Advisors, LLC. 0.24% Add +27.4% 14,702 $1.2M
MBA Advisors LLC 0.60% Reduce -9.3% 14,625 $1.2M
Norden Group LLC 0.24% New 14,613 $1.2M
Cambridge Advisors Inc. 0.27% No change 14,586 $1.2M
Beaumont Financial Advisors, LLC 0.10% Reduce -0.0% 14,583 $1.2M
Zhang Financial LLC 0.09% Reduce -8.5% 14,577 $1.2M
Moors & Cabot, Inc. 0.06% Add +3.2% 14,574 $1.2M
Heritage Wealth Management, Inc./Texas 0.76% Add +3.2% 14,566 $1.2M
Towerpoint Wealth, LLC 0.58% Reduce -0.3% 14,565 $1.2M
Sunflower Bank, N.A. 0.26% Reduce -0.1% 14,520 $1.2M
Procyon Advisors, LLC 0.09% Add +11.1% 14,447 $1.2M
Wellington Wealth Strategies, LLC. 0.54% New 14,413 $1.2M
Sigma Planning Corp 0.04% Add +29.7% 14,352 $1.1M
Henrickson Nauta Wealth Advisors, Inc. 0.51% Reduce -22.4% 14,632 $1.1M
Sandy Cove Advisors, LLC 0.53% No change 14,342 $1.1M
Sovereign Financial Group, Inc. 0.30% No change 14,322 $1.1M
Trexquant Investment LP 0.02% Add +214.6% 14,308 $1.1M
Radnor Capital Management, LLC 0.19% Reduce -1.4% 14,227 $1.1M
Imprint Wealth LLC 0.27% New 14,211 $1.1M
Condor Capital Management 0.11% Reduce -3.1% 14,143 $1.1M
JARISLOWSKY, FRASER Ltd 0.01% Reduce -57.0% 14,137 $1.1M
Arkadios Wealth Advisors 0.09% Reduce -3.6% 14,127 $1.1M
Valued Retirements, Inc. 1.80% No change 14,071 $1.1M
Palumbo Wealth Management LLC 0.50% Reduce -2.5% 14,024 $1.1M
Ratio Wealth Group 0.21% Reduce -5.5% 13,987 $1.1M
Stockman Wealth Management, Inc. 0.20% Add +1.6% 13,964 $1.1M
Chapin Davis, Inc. 0.41% Add +10.1% 13,909 $1.1M
Kingfisher Capital LLC 0.27% No change 13,881 $1.1M
Lwmg, LLC 0.25% Reduce -9.8% 13,831 $1.1M
Summit Asset Management, LLC 0.13% No change 13,812 $1.1M
FDx Advisors, Inc. 0.17% Reduce -19.0% 13,814 $1.1M
Red Tortoise LLC 0.62% Reduce -0.1% 13,802 $1.1M
Rogco, LP 0.45% Reduce -93.5% 13,754 $1.1M
City Center Advisors, LLC 1.29% — 13,747 $1.1M
Blue Trust, Inc. 0.02% Add +11.6% 13,728 $1.1M
Whitaker-Myers Wealth Managers, LTD. 0.46% Add +47.8% 13,589 $1.1M
Trust Point Inc. 0.09% Add +0.3% 13,569 $1.1M
Edgestream Partners, L.P. 0.05% Add +81.5% 13,566 $1.1M
Thomasville National Bank 0.09% Reduce -0.9% 13,486 $1.1M
Main Street Financial Solutions, LLC 0.11% Reduce -33.7% 13,428 $1.1M
GFS Advisors, LLC 0.18% Reduce -0.2% 13,326 $1.1M
Hamilton Wealth, LLC 0.33% Reduce -73.9% 13,309 $1.1M
LaSalle St. Investment Advisors, LLC 0.59% Reduce -20.1% 13,292 $1.1M
Fifth Third Securities, Inc. 0.10% Add +3.8% 13,195 $1.1M
Enterprise Bank & Trust Co 0.36% No change 13,193 $1.1M
Rossmore Private Capital 0.14% No change 13,179 $1.1M
Moody LYNN Lieberson & Walker, LLC 0.07% Reduce -1.1% 13,178 $1.1M
Empower Advisory Group, LLC 0.00% Reduce -26.2% 13,157 $1.1M
Easterly Investment Partners LLC 0.08% Reduce -0.0% 13,071 $1.0M
TCV Trust & Wealth Management, Inc. 0.10% Reduce -0.2% 13,053 $1.0M
Aptus Capital Advisors, LLC 0.02% Add +579.0% 13,036 $1.0M
Apexium Financial, LP 0.08% Add +4.0% 13,028 $1.0M
Marietta Wealth Management, LLC 0.17% No change 12,995 $1.0M
Sentinel Trust Co. Lba 0.13% No change 12,931 $1.0M
DF Dent & Co. Inc. 0.01% Reduce -0.1% 12,752 $1.0M
Brandywine Oak Private Wealth LLC 0.11% No change 12,743 $1.0M
Holistic Financial Partners 0.52% Reduce -2.6% 12,742 $1.0M
SC&H Financial Advisors, Inc. 0.26% Reduce -0.2% 12,721 $1.0M
Earnest Partners LLC 0.00% No change 12,687 $1.0M
Gotham Asset Management 0.02% New 12,685 $1.0M
Woodmont Investment Counsel LLC 0.09% Add +21.2% 12,672 $1.0M
Trust Co 0.13% No change 12,647 $1.0M
Transcend Capital Advisors, LLC 0.08% Add +4.0% 12,644 $1.0M
Tiemann Investment Advisors, LLC 0.45% Reduce -8.4% 12,607 $1.0M
McDaniel Terry & Co. 0.09% New 12,574 $1.0M
IFG Advisory, LLC 0.07% Add +28.3% 12,555 $1.0M
Viewpoint Capital Management LLC 0.64% Add +1.9% 12,540 $1.0M
Northeast Investment Management 0.05% Reduce -0.6% 12,533 $1.0M
Patten Group, Inc. 0.25% Reduce -1.5% 12,525 $1.0M
Patriot Investment Management Group, Inc. 0.08% Reduce -4.1% 12,496 $998K
Garde Capital, Inc. 0.07% Add +3.9% 12,467 $995K
M Holdings Securities, Inc. 0.17% Reduce -56.5% 12,387 $989K
Syntrinsic LLC 0.33% Reduce -85.0% 12,316 $984K
Baron Wealth Management LLC 0.52% No change 12,295 $982K
High Net Worth Advisory Group LLC 0.31% No change 12,250 $978K
Alterna Wealth Management, Inc. 0.79% New 12,232 $977K
Aspen Investment Management Inc 0.50% Reduce -1.1% 12,208 $975K
TNF LLC 0.39% Reduce -4.6% 12,514 $972K
Lansing Street Advisors 0.44% Reduce -5.2% 12,163 $971K
AdvisorNet Financial, Inc 0.09% Reduce -7.4% 12,093 $966K
Capital Planning Advisors, LLC 0.17% Add +0.1% 12,015 $960K
Eagle Strategies LLC 0.21% New 11,956 $955K
GW&K Investment Management, LLC 0.01% No change 11,898 $950K
Wealthspire Retirement, LLC 0.08% No change 11,839 $945K
TCW Group Inc. 0.01% No change 11,810 $943K
Cyndeo Wealth Partners, LLC 0.08% Reduce -0.5% 11,806 $943K
Pitcairn Co. 0.06% No change 11,778 $941K
Texas Yale Capital Corp. 0.04% No change 11,738 $937K
MBL Wealth, LLC 0.11% Add +51.9% 11,713 $935K
Wells Trecaso Financial Group, LLC 0.33% Reduce -0.8% 11,643 $930K
Ameritas Investment Partners, Inc. 0.03% No change 11,568 $924K
Ironwood Investment Counsel, LLC 0.16% No change 11,508 $919K
Ritter Daniher Financial Advisory LLC / DE 0.30% Reduce -1.1% 11,486 $917K
Adirondack Trust Co. 0.38% Reduce -4.0% 11,447 $914K
McIlrath & Eck, LLC 0.14% Reduce -5.7% 11,351 $906K
Keystone Wealth Services, LLC 0.29% No change 11,313 $903K
WealthShield Partners, LLC 0.15% Add +0.6% 11,280 $901K
Waypoint Capital Advisors, LLC 0.23% No change 11,230 $897K
Financial Partners Group, LLC 0.34% Add +6.9% 11,153 $891K
Partners in Financial Planning 0.20% No change 11,129 $889K
Centiva Capital, LP 0.05% New 11,129 $889K
Sapient Capital LLC 0.02% Reduce -4.3% 11,113 $887K
Breakwater Capital Group 0.22% No change 11,094 $886K
Private Client Services, LLC 0.59% Reduce -3.4% 11,088 $885K
Highland Capital Management, LLC 0.05% Reduce -1.1% 11,043 $882K
American National Bank & Trust 0.12% Add +11.0% 11,038 $881K
Avity Investment Management Inc. 0.07% Reduce -1.4% 11,020 $880K
O'Dell Group, LLC 0.21% Reduce -2.3% 10,974 $876K
Levy Wealth Management Group, LLC 0.25% No change 11,623 $876K
Truefg, LLC 0.32% Add +1.1% 10,931 $873K
Saxon Interests, Inc. 0.42% Reduce -2.0% 10,904 $871K
Brass Tax Wealth Management, Inc. 0.45% — 10,900 $870K
Montis Financial, LLC 0.41% No change 10,860 $867K
Greenup Street Wealth Management LLC 0.22% Reduce -2.1% 10,818 $864K
Westwood Holdings Group Inc. 0.01% Add +1.1% 10,805 $863K
Salem Investment Counselors Inc. 0.03% Reduce -4.6% 10,805 $863K
German American Bancorp, Inc. 0.10% No change 10,801 $863K
Wintrust Investments LLC 0.08% Add +4.2% 10,789 $862K
Truepoint, Inc. 0.02% Reduce -42.5% 10,786 $861K
Doliver Advisors, LP 0.24% No change 10,780 $861K
Beacon Bank & Trust 0.21% Reduce -12.4% 10,778 $861K
Fishman Jay A Ltd. 0.09% Reduce -12.2% 10,750 $858K
Brookmont Capital Management 0.45% Reduce -2.4% 10,672 $852K
Disciplined Investments, LLC 0.46% Reduce -11.5% 10,600 $847K
Private Wealth Group, LLC 0.44% No change 10,569 $844K
Fca Corp. 0.27% Reduce -19.3% 10,544 $842K
Park National Corp. 0.03% No change 10,510 $839K
49 Wealth Management, LLC 0.18% Reduce -0.6% 10,494 $834K
Montag A & Associates Inc. 0.04% Reduce -17.8% 10,404 $831K
LCNB Corp. 0.30% Add +7.5% 10,404 $831K
tru Independence LLC 0.24% Reduce -6.4% 10,398 $830K
Physician Wealth Advisors, Inc. 0.17% Reduce -1.2% 10,819 $825K
Cypress Capital Group 0.10% Add +5.0% 10,327 $825K
Stephenson & Company, Inc. 0.60% Add +4.1% 10,306 $823K
SigFig Wealth Management, LLC 0.03% Reduce -51.5% 10,358 $820K
Harbour Investments, Inc. 0.03% Reduce -8.5% 10,246 $818K
Shayne & Jacobs, LLC 0.22% Reduce -0.8% 10,243 $818K
Pine Haven Investment Counsel, Inc 0.72% No change 10,197 $814K
CFM Wealth Partners LLC 0.16% Reduce -10.2% 10,175 $813K
Yarger Wealth Strategies, LLC 0.55% New 10,104 $807K
Ullmann Wealth Partners Group, LLC 0.12% No change 10,102 $807K
Peterson Wealth Advisors, LLC 0.17% No change 10,092 $806K
Independent Advisor Alliance 0.03% Add +20.3% 10,088 $806K
ESL Trust Services, LLC 0.21% Reduce -1.7% 10,072 $804K
Argent Advisors, Inc. 0.32% Reduce -1.7% 10,041 $802K
BlueSky Wealth Advisors, LLC 0.63% Add +0.0% 10,027 $801K
Cary Street Partners Asset Management LLC 0.12% Reduce -5.5% 9,978 $797K
DHK Financial Advisors, Inc. 0.56% New 9,952 $795K
West Bancorporation Inc. 0.52% Reduce -10.3% 9,889 $790K
World Investment Advisors 0.11% Reduce -27.7% 8,253 $788K
Deroy & Devereaux Private Investment Counsel Inc. 0.05% No change 9,850 $787K
Beese Fulmer Investment Management, Inc. 0.07% Reduce -2.3% 9,835 $785K
SPC Financial, Inc. 0.07% Add +31.4% 9,828 $785K
Petix & Botte Co 0.19% Add +76.6% 9,792 $782K
Forum Financial Management, LP 0.01% Reduce -9.6% 9,783 $781K
Wealthgate Family Office, LLC 2.03% No change 9,782 $781K
Private Wealth Management Group, LLC 0.35% Reduce -0.4% 9,765 $780K
Meridian Investment Counsel Inc. 0.26% No change 9,752 $779K
Whalerock Point Partners, LLC 0.22% No change 9,750 $779K
Certuity, LLC 0.07% Add +13.9% 9,688 $774K
Debussy Capital Management LP 0.23% Reduce -1.4% 9,612 $772K
Kanawha Capital Management LLC 0.06% Reduce -0.4% 9,661 $772K
Family Manage LLC 0.14% Add +9.7% 9,639 $770K
Independent Wealth Network Inc. 0.36% Add +5.1% 9,620 $768K
Keudell/Morrison Wealth Management 0.23% Add +7.3% 9,600 $767K
Financial Planning & Information Services, Inc. 0.11% Reduce -11.1% 9,491 $758K
Empowered Funds, LLC 0.01% New 9,484 $757K
Canopy Partners, LLC 0.37% No change 9,479 $757K
Alley Investment Management Company, LLC 0.10% Reduce -1.3% 9,442 $754K
MTM Investment Management, LLC 0.31% No change 9,366 $748K
Next Capital Management LLC 0.30% No change 9,366 $748K
Cambridge Trust Co. 0.03% Reduce -22.9% 9,366 $748K
O'Connor Financial Group LLC 0.44% Reduce -45.1% 9,314 $744K
Burney Co./ 0.03% Reduce -1.6% 9,310 $743K
InterOcean Capital Group, LLC 0.02% Reduce -7.6% 9,250 $739K
Conservest Capital Advisors, Inc. 0.08% Add +1.3% 9,225 $737K
SeaCrest Wealth Management, LLC 0.09% Reduce -1.0% 9,214 $736K
Colonial Trust Co / SC 0.14% Reduce -1.6% 9,201 $735K
Cordgrass Capital Advisors, LLC 0.23% Reduce -3.6% 9,193 $734K
Tocqueville Asset Management L.P. 0.01% Add +0.2% 9,187 $734K
Klingenstein Fields & Co. LP 0.03% No change 9,165 $732K
Flagship Harbor Advisors, LLC 0.05% Reduce -0.3% 9,150 $731K
Security Financial Services, INC. 0.16% Reduce -2.4% 9,134 $729K
Elgethun Capital Management 0.18% No change 9,137 $729K
Guidance Point Advisors, LLC 0.25% No change 9,103 $727K
JSF Financial, LLC 0.23% Reduce -32.3% 9,082 $725K
Northeast Financial Consultants Inc 0.04% Add +12.4% 9,050 $723K
Sunbelt Securities, Inc. 0.08% Reduce -3.5% 9,016 $720K
TFG Advisers LLC 0.28% Reduce -0.6% 8,997 $718K
CENTRAL TRUST Co 0.02% Reduce -3.3% 8,974 $717K
Formidable Asset Management, LLC 0.12% Reduce -6.9% 8,967 $716K
Clear Point Advisors Inc. 0.59% No change 8,944 $714K
Family Capital Trust Co 0.24% No change 8,907 $711K
Savvy Advisors, Inc. 0.41% Add +7.8% 8,885 $710K
Missouri Trust & Investment Co 0.27% Reduce -0.2% 8,845 $706K
MSH Capital Advisors LLC 0.25% No change 8,831 $705K
Sax Wealth Advisors, LLC 0.08% Reduce -0.7% 8,758 $699K
Clayton Financial Group LLC 0.32% New 8,752 $699K
Arcus Capital Partners, LLC 0.22% Reduce -10.9% 8,752 $699K
Caldwell Trust Co 0.08% No change 8,747 $699K
Vontobel Holding Ltd. 0.01% No change 8,732 $697K
Acima Private Wealth, LLC 0.26% No change 8,725 $697K
Bank of Stockton 0.21% Reduce -11.5% 8,718 $696K
Donor Advised Charitable Giving, Inc. 0.02% Add +1.5% 8,716 $696K
Lifeworks Advisors, LLC 0.19% Add +17.6% 8,665 $692K
Integrated Investment Consultants, LLC 0.19% No change 8,650 $691K
Bordeaux Wealth Advisors LLC 0.23% No change 8,645 $690K
Innealta Capital, LLC 0.29% Reduce -3.6% 8,644 $690K
Bright Financial Advisors, Inc. 0.51% — 8,876 $689K
Reston Wealth Management LLC 0.28% Reduce -5.9% 8,583 $685K
Archford Capital Strategies, LLC 0.12% Reduce -3.8% 8,580 $685K
First County Bank 0.33% Reduce -15.1% 8,540 $682K
Waterford Advisors, LLC 0.29% Reduce -2.3% 8,460 $676K
Alpha Omega Wealth Management LLC 0.13% Reduce -2.8% 8,435 $674K
Beirne Wealth Consulting Services, LLC 0.28% Add +0.1% 8,398 $671K
Avestar Capital, LLC 0.08% Reduce -93.8% 8,389 $670K
Cypress Financial Planning LLC 0.30% Add +3.6% 8,340 $666K
Hohimer Wealth Management, LLC 0.16% No change 8,331 $665K
Apeiron RIA LLC 0.19% Add +24.5% 8,291 $662K
Townsend Asset Management Corp. /NC/ 0.26% Reduce -3.4% 8,255 $659K
Fidelity D & D Bancorp Inc. 0.49% Reduce -2.2% 8,244 $658K
Assetmark, Inc. 0.00% Reduce -58.9% 8,226 $657K
Capstone Investment Advisors, LLC 0.02% Add +1532.8% 8,213 $656K
Moisand Fitzgerald Tamayo, LLC 0.10% Reduce -0.3% 8,203 $655K
Mine & Arao Wealth Creation & Management, LLC. 0.32% Reduce -0.3% 8,144 $650K
Liberty Wealth Management LLC 0.13% Add +0.2% 8,106 $647K
Good Life Advisors, LLC 0.06% Reduce -3.3% 8,064 $644K
Leo Wealth, LLC 0.07% No change 8,044 $642K
Optimum Investment Advisors 0.29% Add +13.9% 8,005 $639K
Baker Avenue Asset Management, LP 0.02% Add +1.7% 7,978 $637K
Heritage Trust Co 0.09% No change 7,970 $636K
Sabal Trust CO 0.04% No change 7,959 $636K
Counterweight Ventures, LLC 0.51% Reduce -73.5% 7,952 $635K
Duncker Streett & Co. Inc. 0.13% No change 7,931 $633K
D. Scott Neal, Inc. 0.41% Reduce -7.3% 7,900 $631K
Howland Capital Management LLC 0.03% Reduce -17.9% 7,894 $630K
Forum Private Client Group LLC 0.30% Reduce -7.4% 7,858 $628K
SimpliFi, Inc. 0.29% Reduce -41.2% 7,847 $627K
Clifford Swan Investment Counsel LLC 0.02% Add +155.9% 7,845 $627K
Elevation Wealth Partners, LLC 0.31% Add +10.7% 7,840 $626K
St Germain D J Co. Inc. 0.03% Reduce -7.2% 7,816 $624K
Oarsman Capital, Inc. 0.15% Reduce -9.1% 7,809 $624K
Norway Savings Bank 0.26% Reduce -2.8% 7,780 $621K
Journey Advisory Group, LLC 0.08% No change 7,774 $621K
Beaird Harris Wealth Management, LLC 0.06% Add +0.8% 7,766 $620K
Parcion Private Wealth LLC 0.05% No change 7,761 $620K
International Assets Investment Management, LLC 0.06% Add +1.5% 7,792 $620K
Keebeck Wealth Management 0.09% No change 7,752 $619K
Burt Wealth Advisors 0.16% New 7,728 $617K
Gilman Hill Asset Management, LLC 0.11% Reduce -11.1% 7,713 $616K
Clarity Financial LLC 0.09% Reduce -4.8% 7,633 $610K
Relyea Zuckerberg Hanson LLC 0.11% No change 7,633 $610K
Northstar Group, Inc. 0.12% No change 7,599 $607K
Aspen Grove Capital, LLC 0.17% Reduce -0.0% 7,584 $606K
Zions Bancorporation, N.A. 0.04% Reduce -29.0% 7,576 $605K
Balanced Wealth Group LLC 0.27% Add +171.0% 7,525 $603K
Jordan Park Group LLC 0.04% New 7,547 $603K
Intrua Financial, LLC 0.09% Reduce -2.3% 7,523 $601K
Douglass Winthrop Advisors, LLC 0.01% Reduce -11.6% 7,500 $599K
JNBA Financial Advisors 0.06% Reduce -9.0% 7,487 $598K
Exchange Bank 0.49% Reduce -4.0% 7,484 $598K
Perritt Capital Management Inc 0.32% Reduce -6.3% 7,471 $597K
Stelac Advisory Services LLC 0.28% No change 7,415 $592K
Baltimore-Washington Financial Advisors, Inc. 0.04% Add +0.8% 7,412 $592K
PBMares Wealth Management LLC 0.15% No change 7,396 $591K
Amplius Wealth Advisors, LLC 0.07% No change 7,363 $588K
Armbruster Capital Management, Inc. 0.12% Reduce -1.3% 7,352 $587K
Ti-Trust, Inc. 0.43% No change 7,340 $586K
DDFG, Inc 0.19% Add +1.9% 7,337 $586K
Peak Asset Management, LLC 0.12% No change 7,310 $584K
First American Bank 0.04% No change 7,310 $584K
Moneco Advisors, LLC 0.09% Add +168.9% 7,281 $581K
Magnus Financial Group LLC 0.07% Reduce -4.2% 7,266 $580K
Causeway Capital Management LLC 0.02% New 7,239 $578K
Sage Capital Advisors,llc 0.17% Reduce -7.1% 7,234 $578K
Essex Bank 0.17% No change 7,657 $577K
JDM Financial Group LLC 0.42% Reduce -4.8% 7,221 $577K
FinTrust Capital Advisors, LLC 0.11% Reduce -19.4% 7,220 $577K
Beam Wealth Advisors, Inc. 0.35% Add +14.4% 7,210 $576K
Foguth Wealth Management, LLC. 0.31% — 7,178 $573K
Signal Advisors Wealth, LLC 0.14% Reduce -10.3% 7,178 $573K
Culbertson A N & Co. Inc. 0.10% Reduce -15.6% 7,158 $572K
Trilogy Capital Inc. 0.03% Add +16.0% 7,149 $571K
CGN Advisors LLC 0.07% Add +20.1% 7,138 $570K
Austin Asset Management Co Inc 0.13% Add +1.4% 7,127 $569K
Horizon Advisory Services, Inc. 0.26% — 7,101 $567K
RKL Wealth Management LLC 0.06% No change 7,091 $566K
Victory Capital Management Inc. 0.00% Reduce -43.3% 7,067 $564K
Ancora Advisors LLC 0.01% Reduce -3.0% 7,049 $563K
Moloney Securities Asset Management, LLC 0.09% Reduce -3.2% 7,031 $561K
Topel & Distasi Wealth Management, LLC 0.25% No change 7,019 $561K
Bond & Devick Financial Network, Inc. 0.30% Add +4.9% 7,003 $559K
Trust Co. of Oklahoma 0.20% No change 7,000 $559K
Anchor Investment Management, LLC 0.06% No change 6,979 $557K
CGC Financial Services, LLC 0.29% No change 6,974 $557K
SignalPoint Asset Management, LLC 0.15% Add +0.1% 6,960 $556K
John W. Brooker & Co., CPAs 0.30% Reduce -0.4% 6,894 $551K
Monte Financial Group, LLC 0.24% No change 6,881 $550K
Altman Advisors, Inc. 0.27% Add +3.0% 6,905 $549K
Financial Guidance Group, Inc. 0.36% No change 6,862 $548K
Elevatus Welath Management 0.22% Add +0.7% 6,862 $548K
Personal Cfo Solutions, LLC 0.09% Reduce -6.7% 6,851 $547K
Sentry LLC 0.10% No change 6,837 $546K
Old Second National Bank of Aurora 0.14% No change 6,804 $543K
SkyOak Wealth, LLC 0.13% Add +4.0% 6,804 $543K
Fairhaven Wealth Management, LLC 0.19% No change 6,775 $541K
LJI Wealth Management, LLC 0.14% No change 6,774 $541K
Private Portfolio Partners LLC 0.11% No change 6,770 $541K
Objective Capital Management, LLC 0.36% Reduce -17.0% 6,762 $540K
AE Wealth Management LLC 0.01% Reduce -94.3% 6,757 $540K
Brand Asset Management Group, Inc. 0.23% No change 6,729 $537K
TFC Financial Management, Inc. 0.10% Reduce -1.1% 6,717 $536K
Sageworth Trust Co of South Dakota 0.83% No change 6,700 $535K
GHP Investment Advisors, Inc. 0.03% Reduce -0.9% 6,684 $534K
Apella Capital, LLC 0.03% No change 6,694 $531K
Spinnaker Trust 0.03% Add +43.9% 6,614 $528K
Bangor Savings Bank 0.05% Reduce -1.8% 6,610 $528K
Tower Research Capital LLC (TRC) 0.01% Add +47035.7% 6,599 $527K
Camden National Bank 0.09% Reduce -9.7% 6,579 $525K
Peoples Bank 0.41% Reduce -2.9% 6,571 $525K
Asset Dedication, LLC 0.04% Reduce -5.8% 6,565 $524K
Tilson Financial Group, Inc. 0.28% No change 6,527 $521K
Cubist Systematic Strategies, LLC 0.01% New 6,517 $520K
Regent Peak Wealth Advisors LLC 0.13% Reduce -4.8% 6,516 $520K
Leisure Capital Management 0.26% Reduce -7.2% 6,490 $518K
Kingswood Wealth Advisors, LLC 0.06% Add +0.2% 6,477 $517K
Chemistry Wealth Management LLC 0.14% No change 6,471 $517K
Callan Capital, LLC 0.04% No change 6,401 $511K
Howard Wealth Management, LLC 0.41% Add +0.2% 6,374 $509K
Watershed Private Wealth LLC 0.22% Reduce -90.6% 6,348 $507K
ARK & TLK Investments, LLC 0.20% No change 6,306 $504K
Clarkston Capital Partners, LLC 0.01% No change 6,302 $503K
Nations Financial Group Inc, /Ia/ 0.04% No change 6,265 $500K
Mascoma Wealth Management LLC 0.14% Reduce -1.3% 6,264 $500K
TrinityBridge Ltd 0.02% No change 6,232 $498K
Ellevest, Inc. 0.03% No change 6,235 $498K
WestHill Financial Advisors, Inc. 0.12% Reduce -2.7% 6,232 $498K
Aberdeen Wealth Management LLC 0.29% No change 6,217 $496K
HUB Investment Partners, LLC 0.03% Add +7.8% 6,200 $495K
Greenwich Wealth Management LLC 0.04% No change 6,185 $494K
Waterloo Capital, L.P. 0.06% New 6,185 $494K
Ted Buchan & Co 0.30% Add +13.9% 6,183 $494K
PFG Investments, LLC 0.03% Add +63.6% 6,182 $494K
Security National Bank of So Dak 0.30% No change 6,170 $493K
Bellecapital International Ltd. 0.11% No change 6,166 $492K
Koshinski Asset Management, Inc. 0.05% New 6,162 $492K
Frisch Financial Group, Inc. 0.16% No change 6,108 $488K
McCollum Christoferson Group LLC 0.14% No change 6,100 $487K
CBIZ Investment Advisory Services, LLC 0.03% No change 6,094 $487K
Insight Wealth Strategies, LLC 0.07% Reduce -2.7% 6,083 $486K
Investmark Advisory Group LLC 0.27% Add +3.7% 6,080 $486K
Sage Rhino Capital LLC 0.11% No change 6,075 $485K
Core Wealth Advisors, Inc. 0.16% No change 6,070 $485K
Lakeshore Financial Planning, Inc. 0.25% No change 6,068 $485K
James Investment Research, Inc. 0.06% No change 6,055 $484K
Alpha Financial Advisors, LLC 0.23% Add +0.3% 6,014 $480K
Atlantic Union Bankshares Corp 0.04% Reduce -14.6% 6,001 $479K
Holderness Investments Co. 0.12% Add +57.8% 5,998 $479K
Thoroughbred Financial Services, LLC 0.05% Reduce -76.6% 5,963 $476K
Colorado Capital Management, Inc. 0.27% No change 5,940 $474K
Marshall Financial Group Inc. 0.16% No change 5,932 $474K
Collective Family Office LLC 0.15% Reduce -4.1% 5,911 $472K
Nicolet Advisory Services, LLC 0.05% Add +3.7% 5,946 $472K
RTD Financial Advisors, Inc. 0.06% Reduce -1.2% 5,907 $472K
O'shaughnessy Asset Management, LLC 0.01% Reduce -6.0% 5,895 $471K
Cannon Financial Strategists, Inc. 0.09% No change 5,889 $470K
Sage Financial Group Inc. 0.04% Add +0.4% 5,884 $470K
Taylor Hoffman Wealth Management 0.20% No change 5,877 $469K
Sterling Investment Advisors, Ltd. 0.13% Add +1.1% 5,873 $469K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% Reduce -3.2% 6,013 $463K
Bath Savings Trust Co 0.05% Add +11.6% 5,762 $460K
Institutional & Family Asset Management, LLC 0.07% Reduce -95.9% 5,758 $460K
Farrell Financial LLC 0.38% Add +0.9% 5,757 $460K
Leavell Investment Management, Inc. 0.03% Add +9.5% 5,727 $457K
Blue Fin Capital, Inc. 0.10% Reduce -2.1% 5,716 $456K
Gables Capital Management Inc. 0.25% No change 5,700 $455K
Bison Wealth, LLC 0.07% Reduce -3.7% 5,688 $454K
Sightline Wealth Advisors, LLC 0.30% Add +27.6% 5,671 $453K
YHB Investment Advisors, Inc. 0.04% Reduce -2.3% 5,636 $450K
Strategic Blueprint, LLC 0.03% Add +71.6% 5,631 $450K
First National Bank & Trust Co. of Newtown 0.09% No change 5,627 $449K
Landmark Wealth Management, LLC 0.21% Reduce -2.2% 5,613 $448K
Foundations Investment Advisors, LLC 0.01% Reduce -7.2% 5,601 $447K
Berkeley Capital Partners, LLC 0.14% Add +0.0% 5,599 $447K
SOL Capital Management CO 0.06% No change 5,600 $447K
Capital Advisory Group Advisory Services, LLC 0.21% Add +2.4% 5,595 $447K
Bragg Financial Advisors, Inc 0.02% Reduce -1.9% 5,580 $446K
Wetzel Investment Advisors, Inc. 0.26% Reduce -1.1% 5,856 $446K
Sound View Wealth Advisors Group, LLC 0.05% Reduce -3.7% 5,574 $445K
Grayhawk Investment Strategies Inc. 0.39% No change 5,572 $445K
Jackson Hole Capital Partners, LLC 0.10% No change 5,554 $444K
Citizens National Bank Trust Department 0.10% Reduce -0.6% 5,550 $443K
HM Payson & Co. 0.01% Reduce -14.0% 5,525 $441K
Pacific Sage Partners, LLC 0.11% Add +10.8% 5,497 $439K
Castle Wealth Management LLC 0.23% Reduce -1.1% 5,494 $439K
Horan Capital Advisors, LLC. 0.16% Add +4.0% 5,475 $437K
Fiduciary Group, LLC 0.05% No change 5,458 $436K
Long Run Wealth Advisors, LLC 0.11% No change 5,426 $433K
Oak Family Advisors, LLC 0.17% No change 5,425 $433K
Wealth Architects, LLC 0.06% No change 5,407 $432K
Seven Mile Advisory 0.33% No change 5,391 $431K
Plum Street Advisors, LLC 0.22% Reduce -0.0% 5,147 $430K
Zacks Investment Management 0.00% Reduce -71.5% 5,378 $430K
Essex Financial Services, Inc. 0.04% Reduce -18.4% 5,369 $429K
Donaldson Capital Management, LLC 0.02% Add +7.2% 5,362 $428K
Gallacher Capital Management LLC 0.22% Reduce -10.7% 5,358 $428K
Pioneer Trust Bank N A 0.12% Add +2.6% 5,333 $426K
Schrum Private Wealth Management LLC 0.38% Add +9.6% 5,299 $423K
Global Financial Private Client, LLC 0.18% No change 5,320 $423K
Samalin Investment Counsel, LLC 0.20% No change 5,294 $423K
North Star Asset Management Inc. 0.02% Reduce -1.4% 5,291 $423K
PFG Advisors 0.03% Add +0.7% 5,271 $421K
Northwest Bancshares, Inc. 0.07% Reduce -9.3% 5,269 $421K
CNB Bank 0.20% Add +3.6% 5,233 $418K
Total Wealth Planning, LLC 0.07% No change 5,232 $418K
WP Advisors, LLC 0.14% Reduce -7.0% 5,212 $416K
Panagora Asset Management Inc. 0.00% Reduce -94.9% 5,197 $415K
OneAscent Financial Services LLC 0.05% Reduce -8.2% 5,195 $415K
Baker Tilly Wealth Management, LLC 0.07% Reduce -1.5% 5,196 $415K
Blue Barn Wealth, LLC 0.23% Reduce -6.2% 5,183 $414K
Soltis Investment Advisors LLC 0.05% Add +3.3% 5,167 $413K
GM Advisory Group, LLC 0.03% No change 5,164 $412K
Jag Capital Management, LLC 0.06% Reduce -6.1% 5,155 $412K
Kavar Capital Partners Group, LLC 0.08% Reduce -50.0% 5,152 $411K
Traynor Capital Management, Inc. 0.04% Reduce -3.3% 5,148 $411K
NorthCrest Asset Manangement, LLC 0.01% Add +0.3% 5,145 $411K
Lincoln Capital Corp. 0.18% No change 5,140 $410K
First Business Financial Services, Inc. 0.04% No change 5,128 $410K
Center for Financial Planning, Inc. 0.06% Add +0.1% 5,109 $408K
Index Fund Advisors, Inc. 0.02% No change 5,084 $406K
Wolff Wiese Magana LLC 0.35% Reduce -0.8% 5,079 $406K
HCR Wealth Advisors 0.06% No change 5,062 $404K
Montag & Caldwell, LLC 0.07% Add +18.5% 5,054 $404K
Romano Brothers and Company 0.06% Add +6.3% 5,043 $403K
Cornerstone Wealth Management, LLC 0.03% Reduce -14.3% 5,040 $402K
Elwood & Goetz Wealth Advisory Group, LLC 0.10% Add +2.6% 5,033 $402K
Letko, Brosseau & Associates Inc. 0.01% New 5,025 $401K
Capital Wealth Alliance, LLC 0.24% Add +1.0% 5,012 $400K
Up Strategic Wealth Investment Advisors LLC 0.65% Add +15.0% 5,001 $399K
Forza Wealth Management, LLC 0.21% No change 5,000 $399K
Key Financial Inc 0.10% Reduce -1.9% 5,000 $399K
Great Lakes Advisors, LLC 0.00% No change 5,000 $399K
Arq Wealth Advisors, LLC 0.17% Add +7.5% 4,992 $399K
Fisher Asset Management 0.00% Reduce -19.6% 4,977 $397K
Grandfield & Dodd, LLC 0.02% No change 4,941 $395K
MKT Advisors LLC 0.22% Add +32.8% 5,034 $394K
Empirical Asset Management, LLC 0.19% Reduce -43.0% 4,933 $394K
Vista Capital Partners, Inc. 0.05% No change 4,931 $394K
OMNI 360 Wealth, Inc. 0.32% No change 4,914 $392K
Gradient Capital Advisors, LLC 0.14% No change 4,885 $390K
Wealth Dimensions Group, Ltd. 0.12% No change 4,885 $390K
Sound Stewardship, LLC 0.23% Reduce -0.4% 4,839 $386K
Garner Asset Management Corp 0.15% Add +4.8% 4,824 $385K
DBK Financial Counsel, LLC 0.40% No change 4,806 $384K
TFO Wealth Partners, LLC 0.07% Reduce -7.6% 4,800 $383K
EPG Wealth Management LLC 0.09% No change 4,785 $382K
Telos Capital Management, Inc. 0.04% Reduce -4.6% 4,783 $382K
STAR Financial Bank 0.32% Reduce -21.4% 4,761 $380K
Wealthcare Capital Management LLC 0.04% Reduce -6.3% 4,709 $376K
Kraft, Davis & Associates, LLC 0.11% Reduce -11.5% 4,641 $374K
Councilmark Asset Management, LLC 0.27% — 4,680 $374K
Integris Wealth Management, LLC 0.10% No change 4,674 $373K
Alexander Randolph Advisory, Inc. 0.33% No change 4,657 $372K
Pinnacle Wealth Management Advisory Group, LLC 0.04% Add +15.5% 4,655 $372K
Northside Capital Management, LLC 0.07% No change 4,643 $371K
Dakota Wealth Management 0.01% Reduce -26.5% 4,639 $370K
Ipswich Investment Management Co., Inc. 0.09% Reduce -4.2% 4,638 $370K
Hassell Wealth Management, LLC 0.23% New 4,756 $370K
Peoples Financial Services Corp. 0.16% Reduce -9.9% 4,597 $367K
Axxcess Wealth Management, LLC 0.01% Reduce -63.2% 4,589 $366K
Meridian Financial Advisors, LLC 0.27% Reduce -6.5% 4,587 $366K
Northstar Advisory Group, LLC 0.22% No change 4,565 $366K
Bellwether Advisors, LLC 0.08% Reduce -1.9% 4,558 $364K
Saxony Capital Management, LLC 0.44% Reduce -69.4% 4,531 $362K
Vise Technologies, Inc. 0.07% New 4,530 $362K
Financial Partners Group, Inc 0.06% No change 4,529 $362K
Central Valley Advisors, LLC 0.19% Reduce -12.4% 4,518 $361K
Hillcrest Wealth Advisors - NY, LLC 0.19% No change 4,500 $359K
Obsidian Cio, LLC 0.09% Add +2.5% 4,487 $358K
Symphony Financial, Ltd. Co. 0.08% No change 4,484 $358K
Aurora Private Wealth, Inc. 0.31% Add +13.7% 4,474 $357K
Continuum Advisory, LLC 0.05% Add +9.4% 4,438 $356K
Verum Partners LLC 0.13% Reduce -0.2% 4,454 $356K
Rothschild Wealth LLC 0.13% — 4,453 $356K
Precision Wealth Strategies, LLC 0.34% Reduce -20.4% 4,446 $355K
Bromfield Sneider Wealth Advisors 0.22% No change 4,444 $355K
Acorn Wealth Advisors, LLC 0.18% Reduce -0.7% 4,431 $354K
Horan Securities, Inc. 0.16% Reduce -28.4% 4,360 $348K
Atalanta Sosnoff Capital, LLC 0.01% Reduce -1.9% 4,356 $348K
Signaturefd, LLC 0.01% Reduce -21.1% 4,347 $347K
SkyView Investment Advisors, LLC 0.06% New 4,344 $347K
Interactive Financial Advisors, Inc. 0.19% Reduce -87.2% 4,337 $346K
Tradition Wealth Management, LLC 0.04% No change 4,333 $346K
Janiczek Wealth Management, LLC 0.07% Reduce -3.1% 4,332 $346K
Charles Schwab Trust Co 0.03% Reduce -13.1% 4,300 $343K
Girard Partners LTD. 0.03% New 4,300 $343K
Cohen Klingenstein LLC 0.01% No change 4,300 $343K
Ahl Investment Management, Inc. 0.26% Reduce -15.4% 4,285 $342K
Delta Investment Management, LLC 0.08% No change 4,276 $341K
Searle & Co. 0.09% No change 4,269 $341K
Interchange Capital Partners, LLC 0.23% Add +5.3% 4,223 $341K
Concurrent Investment Advisors, LLC 0.01% Add +40.6% 4,253 $340K
KCM Investment Advisors LLC 0.01% No change 4,245 $339K
S.A. Mason LLC 0.20% Add +6.7% 4,224 $337K
Insight Advisors, LLC/ PA 0.07% Add +10.1% 4,222 $337K
First City Capital Management, Inc. 0.19% New 4,219 $337K
SMH Capital Advisors Inc. 2.16% New 4,204 $336K
Financial Alternatives, Inc 0.26% No change 4,200 $335K
Ami Investment Management Inc. 0.12% Reduce -2.1% 4,192 $335K
Pillar Wealth Advisors, LLC 0.25% Reduce -6.8% 4,147 $331K
Transcendent Capital Group LLC 0.19% Reduce -5.1% 4,140 $331K
Willow Creek Wealth Management Inc. 0.04% No change 4,121 $329K
WCM Investment Management, LLC 0.00% Reduce -99.6% 4,107 $328K
Cherry Tree Wealth Management, LLC 0.08% No change 4,105 $328K
Trust Co of the South 0.08% No change 4,097 $327K
Navellier & Associates Inc. 0.04% New 4,092 $327K
Concord Wealth Partners 0.06% Reduce -0.5% 4,090 $327K
Cooper/Haims Advisors, LLC 0.19% No change 4,084 $326K
Arkos Global Advisors 0.05% No change 4,082 $326K
Strait & Sound Wealth Management LLC 0.18% No change 4,140 $325K
Wealthstream Advisors, Inc. 0.12% No change 4,068 $325K
Vertex Planning Partners, LLC 0.09% No change 4,061 $324K
Fortitude Family Office, LLC 0.22% No change 4,057 $324K
CPA Asset Management Group, LLC 0.18% No change 4,033 $322K
Sonata Capital Group Inc. 0.15% Add +6.6% 4,033 $322K
Colonial Trust Advisors 0.03% Reduce -0.3% 4,003 $320K
Sendero Wealth Management, LLC 0.05% No change 3,988 $318K
Valley Financial Group, Inc. 0.24% Reduce -31.1% 3,946 $315K
Cozad Asset Management Inc. 0.03% No change 3,933 $314K
Asset Allocation & Management Company, LLC 0.21% No change 3,930 $314K
American Investment Services, Inc. 0.06% Reduce -1.0% 3,899 $311K
Cornerstone Wealth Advisors, Inc. 0.10% No change 3,882 $310K
Cranbrook Wealth Management, LLC 0.08% Reduce -17.1% 3,880 $310K
GFG Capital, LLC 0.08% No change 3,860 $308K
Bull Street Advisors, LLC 0.15% No change 3,853 $308K
Legacy Financial Advisors, Inc. 0.05% Reduce -12.5% 3,840 $307K
Clear Harbor Asset Management, LLC 0.03% No change 3,821 $305K
Vawter Financial, Ltd. 0.22% Reduce -5.0% 3,820 $305K
Avion Wealth 0.08% Reduce -6.8% 3,799 $304K
Tsfg, LLC 0.08% Reduce -1.3% 3,811 $304K
M&R Capital Management Inc. 0.07% No change 3,801 $304K
Godshalk Welsh Capital Management, Inc. 0.20% Add +35.7% 3,800 $303K
HBC Financial Services, PLLC 0.21% Add +14.7% 3,930 $303K
TKG Advisors, LLC 0.17% Add +3.2% 3,788 $303K
Eldridge Investment Advisors, Inc. 0.08% No change 3,769 $301K
Wealthfront Advisers LLC 0.00% Add +19.9% 3,764 $301K
Phocas Financial Corp. 0.03% No change 3,760 $300K
Genus Capital Management Inc. 0.04% — 3,715 $297K
Lederer & Associates Investment Counsel 0.21% No change 3,710 $296K
EPIQ Capital Group, LLC 0.12% No change 3,704 $296K
Next Level Private LLC 0.14% No change 3,684 $294K
Foster Victor Wealth Advisors, LLC 0.03% Add +0.6% 3,734 $293K
Cortland Associates Inc. 0.04% Add +7.2% 3,665 $293K
Rede Wealth, LLC 0.12% Reduce -3.0% 3,666 $293K
Pacific Financial Group Inc. 0.20% Reduce -0.7% 3,662 $292K
Gibson Capital, LLC 0.06% No change 3,649 $291K
Abound Wealth Management 0.11% No change 3,648 $291K
Awm Capital, LLC 0.05% No change 3,633 $290K
Resources Management Corp. /CT/ 0.04% Reduce -6.4% 3,635 $290K
Horizon Investment Services, LLC 0.14% No change 3,622 $289K
Transatlantique Private Wealth LLC 0.13% No change 3,600 $287K
Monetary Management Group Inc. 0.08% No change 3,595 $287K
Arden Trust Co 0.04% Reduce -12.8% 3,582 $286K
Evernest Financial Advisors, LLC 0.14% Add +35.3% 3,756 $286K
JPL Wealth Management, LLC 0.16% Add +10.1% 3,571 $285K
Ascent Group, LLC 0.03% Reduce -12.7% 3,567 $285K
Berger Financial Group, Inc 0.02% Reduce -58.1% 3,545 $283K
Morling Financial Advisors, LLC 0.16% Reduce -0.8% 3,533 $282K
MorganRosel Wealth Management, LLC 0.10% No change 3,529 $282K
HHM Wealth Advisors, LLC 0.05% Add +23.2% 3,529 $282K
Ausdal Financial Partners, Inc. 0.03% No change 3,523 $281K
Argus Investors' Counsel, Inc. 0.17% Reduce -3.5% 3,522 $281K
Ategra Capital Management, LLC 0.13% No change 3,511 $280K
McElhenny Sheffield Capital Management, LLC 0.10% Reduce -10.9% 3,471 $277K
Kohmann Bosshard Financial Services, LLC 0.04% No change 3,448 $275K
Windward Private Wealth Management Inc. 0.11% Reduce -15.1% 3,439 $275K
Meeder Asset Management Inc. 0.02% Add +4.1% 3,427 $274K
Greylin Investment Management, Inc 0.05% No change 3,412 $272K
Nichols & Pratt Advisers LLP 0.02% Reduce -3.0% 3,403 $272K
Bigelow Investment Advisors, LLC 0.13% No change 3,393 $271K
TMD Wealth Management, LLC 0.06% Reduce -11.0% 3,391 $271K
Main Street Group, LTD 0.13% No change 3,395 $270K
Aprio Wealth Management, LLC 0.05% Reduce -5.1% 3,380 $270K
Cypress Wealth Services, LLC 0.06% New 3,367 $269K
WMS Partners, LLC 0.02% No change 3,366 $269K
Sargent Investment Group, LLC 0.06% No change 3,365 $269K
Lutz Financial Services LLC 0.02% Reduce -0.3% 3,356 $268K
Hanson & Doremus Investment Management 0.05% No change 3,360 $268K
Ballentine Capital Advisors, Inc 0.15% No change 3,364 $267K
Creative Capital Management Investments LLC 0.14% Add +3.9% 3,344 $267K
Motive Wealth Advisors 0.16% New 3,343 $267K
Nottingham Advisors, Inc. 0.03% Reduce -10.7% 3,340 $267K
West Paces Advisors Inc. 0.07% No change 3,339 $267K
Park Place Capital Corp 0.10% Reduce -38.5% 3,331 $266K
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 0.04% No change 3,325 $266K
Castleview Partners, LLC 0.15% Add +56.4% 3,311 $264K
W.G. Shaheen & Associates DBA Whitney & Co 0.03% Reduce -4.3% 3,300 $264K
HighMark Wealth Management LLC 0.16% No change 3,297 $263K
McClarren Financial Advisors, Inc. 0.19% Add +0.0% 3,293 $263K
Chilton Investment Co. Inc. 0.01% No change 3,281 $262K
WorthPointe, LLC 0.13% Reduce -11.2% 3,268 $261K
Traveka Wealth, LLC 0.12% Add +1.0% 3,266 $261K
Guyasuta Investment Advisors Inc. 0.02% No change 3,456 $260K
BKM Wealth Management, LLC 0.11% Reduce -20.4% 3,467 $260K
Dearborn Partners LLC 0.01% Add +9.4% 3,249 $259K
Diversify Advisory Services, LLC 0.02% — 3,251 $259K
Riversedge Advisors, LLC 0.06% No change 3,225 $258K
Melfa Wealth Management, Inc. 0.19% New 3,225 $258K
Earned Wealth Advisors, LLC 0.10% No change 3,224 $257K
Icon Wealth Advisors, LLC 0.02% Reduce -66.1% 3,214 $257K
GAMMA Investing LLC 0.05% No change 3,208 $256K
REDW Wealth LLC 0.07% No change 3,207 $256K
SFG Wealth Management, LLC. 0.15% Reduce -0.3% 3,203 $256K
Sensible Money, LLC 0.14% Reduce -11.2% 3,202 $256K
Client 1ST Advisory Group, LLC 0.11% No change 3,196 $255K
Gradient Investments LLC 0.01% Reduce -46.6% 3,195 $255K
Institute for Wealth Management, LLC. 0.03% Add +18.0% 3,193 $255K
Morton Capital Management LLC 0.07% No change 3,186 $254K
Cooksen Wealth, LLC 0.26% No change 3,165 $253K
PACK Private Wealth, LLC 0.16% No change 3,149 $251K
Steward Partners Investment Solutions, LLC 0.04% New 3,147 $251K
Pension & Wealth Management Advisors, Inc. 0.17% No change 3,144 $251K
Fogel Capital Management, Inc. 0.15% Add +12.8% 3,165 $250K
USA Financial Formulas 0.04% Reduce -16.7% 3,122 $249K
Bill Few Associates, Inc. 0.10% Reduce -26.1% 3,113 $249K
Birchbrook, Inc. 0.15% No change 3,104 $248K
Stonegate Investment Group, LLC 0.01% Reduce -0.1% 3,098 $247K
Grey Ledge Advisors, LLC 0.07% No change 3,096 $247K
Summit Wealth Partners, LLC 0.05% No change 3,094 $247K
J.P. Marvel Investment Advisors, LLC 0.04% No change 3,069 $245K
Sugarloaf Wealth Management, LLC 0.05% No change 3,063 $245K
Evensky & Katz LLC 0.02% No change 3,050 $244K
TFB Advisors LLC 0.09% New 3,149 $243K
Cedar Brook Financial Partners, LLC 0.05% Reduce -8.5% 3,031 $242K
Williams Jones Wealth Management, LLC. 0.00% New 3,030 $242K
Element Wealth, LLC 0.14% Reduce -4.6% 3,016 $241K
Financial Advisors, LLC 0.05% No change 3,011 $240K
Evolution Wealth Advisors, LLC 0.05% Add +1.0% 3,000 $240K
Centurion Wealth Management LLC 0.09% Reduce -3.9% 2,999 $240K
Bridges Investment Management Inc. 0.01% No change 2,999 $240K
FC Advisory LLC 0.09% No change 2,995 $239K
CPC Advisors, LLC 0.04% No change 2,993 $239K
Meritage Portfolio Management 0.02% No change 2,975 $238K
Jump Financial, LLC 0.01% Reduce -93.3% 2,969 $237K
Occidental Asset Management, LLC 0.04% Reduce -4.1% 2,965 $237K
Natixis 0.00% New 2,963 $237K
Financial Perspectives, Inc 0.09% Reduce -2.6% 2,954 $236K
Folger Nolan Fleming Douglas Capital Management, Inc. 0.02% Reduce -4.0% 2,915 $233K
Angeles Wealth Management, LLC 0.02% No change 2,895 $231K
Moss Adams Wealth Advisors LLC 0.04% New 2,892 $231K
Gen-Wealth Partners Inc 0.11% — 2,890 $231K
Beacon Bridge Wealth Partners, LLC 0.11% No change 2,890 $231K
Legacy Edge Advisors, LLC 0.05% No change 2,873 $229K
Legacy Advisors, LLC 0.03% Reduce -31.2% 2,872 $229K
Madison Wealth Partners, Inc 0.08% Reduce -0.6% 2,869 $229K
Perkins Coie Trust Co 0.05% No change 2,861 $228K
Old Mission Investment Co LLC 0.08% Reduce -0.8% 2,857 $228K
First Financial Corp. 0.12% Reduce -1.1% 2,856 $228K
Widmann Financial Services, Inc. 0.19% No change 2,836 $226K
Modern Wealth Management, LLC 0.02% Reduce -89.9% 2,835 $226K
Marion Wealth Management 0.07% New 2,833 $226K
Shelton Capital Management 0.01% No change 2,829 $226K
Eudaimonia Advisors LLC 0.12% No change 2,827 $226K
Roof Eidam Maycock Peralta, LLC 0.06% No change 2,820 $225K
Uptick Partners, LLC 0.17% Reduce -34.6% 2,806 $224K
Trustco Bank Corp. N Y 0.23% No change 2,803 $224K
Russell Investments Group, Ltd. 0.00% Reduce -14.2% 2,800 $224K
Sweet Financial Partners, LLC 0.05% No change 2,798 $223K
Knights of Columbus Asset Advisors LLC 0.02% Add +9.3% 2,793 $223K
Harbor Capital Advisors, Inc. 0.03% Add +17.1% 2,794 $223K
Mairs & Power Inc. 0.00% No change 2,792 $223K
FLC Capital Advisors 0.06% No change 2,786 $222K
HTLF Bank 0.03% No change 2,777 $222K
Successful Portfolios LLC 0.15% Reduce -27.9% 2,775 $222K
Willner & Heller, LLC 0.22% No change 2,759 $220K
Private Management Group Inc. 0.01% No change 2,755 $220K
Vestcor Inc 0.01% Reduce -43.6% 2,760 $220K
Nikulski Financial, Inc. 0.07% Reduce -7.8% 2,740 $219K
Armor Investment Advisors, LLC 0.10% No change 2,729 $218K
Hartline Investment Corp./ 0.04% New 2,724 $218K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.04% No change 2,724 $218K
Tillman Hartley LLC 0.07% New 2,716 $217K
Octavia Wealth Advisors, LLC 0.03% New 2,704 $216K
Executive Wealth Management, LLC 0.02% New 2,706 $215K
Stone House Investment Management, LLC 0.05% No change 2,685 $214K
Sard Wealth Management Group, LLC 0.19% No change 2,685 $214K
Elk River Wealth Management LLC 0.04% Reduce -30.5% 2,675 $214K
Northwest Capital Management Inc 0.07% No change 2,672 $213K
Grant/GrossMendelsohn, LLC 0.10% New 2,687 $213K
Steigerwald, Gordon & Koch Inc. 0.03% New 2,653 $212K
Von Berge Wealth Management Group, LLC 0.14% New 2,652 $212K
Gerber, LLC 0.18% New 2,649 $212K
Farmers National Bank 0.06% New 2,639 $211K
Howard Financial Services, LTD. 0.04% Reduce -22.8% 2,633 $210K
Zeit Capital LLC 0.17% Reduce -67.5% 2,620 $209K
Resurgent Financial Advisors LLC 0.11% Add +45.8% 2,615 $209K
IRON Financial LLC 0.12% Reduce -6.6% 2,607 $208K
Kovack Advisors, Inc. 0.03% New 2,606 $208K
American International Group, Inc. 0.00% Reduce -94.8% 2,600 $208K
Plancorp, LLC 0.01% New 2,594 $207K
Kintra Wealth, LLC 0.15% Reduce -17.5% 2,585 $206K
Intellectus Partners, LLC 0.05% New 2,583 $206K
Rathbones Group PLC 0.00% New 2,580 $206K
First National Bank Sioux Falls 0.11% New 2,574 $206K
LongView Wealth Management 0.08% New 2,572 $205K
Clearstead Trust, LLC 0.05% Reduce -5.0% 2,569 $205K
Schnieders Capital Management LLC 0.04% New 2,568 $205K
Bensler, LLC 0.03% New 2,567 $205K
Lake Street Private Wealth, LLC 0.03% New 2,567 $205K
Financial Life Advisors 0.09% New 2,565 $205K
Planned Solutions, Inc. 0.10% No change 2,554 $204K
Capital Investment Advisory Services, LLC 0.02% Reduce -76.4% 2,537 $203K
Advus Financial Partners, LLC 0.06% New 2,534 $202K
Parthenon LLC 0.03% New 2,513 $201K
Single Point Partners, LLC 0.05% New 10,420 $198K
Brown, Lisle/Cummings, Inc. 0.07% Add +26.0% 2,474 $198K
Blue Chip Partners, LLC 0.02% No change 2,424 $194K
Trivant Custom Portfolio Group, LLC 0.12% Add +139.4% 2,416 $193K
GoalVest Advisory LLC 0.06% Reduce -64.7% 2,404 $192K
Red Lighthouse Investment Management, LLC 0.08% No change 2,400 $192K
First Community Trust NA 0.18% No change 2,377 $190K
Delos Wealth Advisors, LLC 0.21% No change 2,355 $188K
Westside Investment Management, Inc. 0.04% Add +4.0% 2,338 $187K
Fernwood Investment Management, LLC 0.05% New 2,322 $185K
Sachetta, LLC 0.09% No change 2,451 $185K
Carmichael Hill & Associates, Inc. 0.08% No change 2,311 $185K
City State Bank 0.08% Reduce -8.1% 2,296 $183K
Maryland Capital Advisors Inc. 0.11% Reduce -1.4% 2,251 $180K
MidAtlantic Capital Management, Inc. 0.16% No change 2,232 $178K
Union Savings Bank 0.09% Reduce -9.0% 2,207 $176K
Concourse Financial Group Securities, Inc. 0.01% Reduce -6.0% 2,160 $172K
Founders Financial Alliance, LLC 0.05% Reduce -1.5% 2,150 $172K
Realta Investment Advisors 0.04% New 2,137 $171K
Front Row Advisors LLC 0.06% Add +40.4% 2,134 $170K
Logan Capital Management Inc. 0.01% Add +0.6% 2,116 $169K
Raffa Wealth Management, LLC 0.05% No change 2,112 $169K
Pacific Capital Wealth Advisors, Inc. 0.04% No change 2,108 $168K
Hexagon Capital Partners LLC 0.04% Reduce -35.4% 2,095 $167K
Hamilton Point Investment Advisors, LLC 0.03% No change 1,989 $159K
PrairieView Partners, LLC 0.02% No change 1,963 $157K
CVA Family Office, LLC 0.03% No change 1,946 $155K
Ballast Advisors LLC 0.05% Reduce -5.0% 1,862 $149K
Rosenberg Matthew Hamilton 0.04% Reduce -3.4% 1,817 $144K
Archer Investment Corp 0.04% Add +36.5% 1,780 $142K
WealthCollab, LLC 0.10% No change 1,744 $139K
Addison Advisors LLC 0.05% Add +238.3% 1,732 $138K
NWK Group, Inc. 0.06% Add +1.2% 1,622 $130K
Creative Financial Designs Inc. 0.01% No change 1,562 $125K
Centaurus Financial, Inc. 0.01% New 1,548 $124K
Kozak & Associates, Inc. 0.03% No change 1,482 $121K
Main Management LLC 0.01% Reduce -27.1% 1,497 $120K
Benjamin F. Edwards & Company, Inc. 0.00% Reduce -52.2% 1,493 $119K
Tidemark, LLC 0.06% No change 1,437 $115K
Windsor Advisory Group, LLC 0.32% Add +15.3% 1,430 $114K
TD Capital Management LLC 0.01% No change 1,423 $114K
Halpern Financial, Inc. 0.03% Reduce -9.6% 1,420 $113K
DecisionPoint Financial, LLC 0.04% No change 1,444 $113K
CoreCap Advisors, LLC 0.01% New 1,352 $108K
Barrett & Company, Inc. 0.05% No change 1,298 $104K
Davis Capital Management 0.09% Reduce -21.3% 1,293 $103K
Frazier Financial Advisors, LLC 0.08% No change 1,243 $99K
DHJJ Financial Advisors, Ltd. 0.04% Reduce -4.1% 1,222 $98K
Partnership Wealth Management, LLC 0.07% No change 1,194 $95K
GPS Wealth Strategies Group, LLC 0.02% Reduce -1.4% 1,186 $95K
Albion Financial Group 0.01% No change 1,107 $88K
Coston, McIsaac & Partners 0.03% No change 1,106 $88K
Spectrum Wealth Counsel, LLC 0.01% No change 1,095 $87K
Voisard Asset Management Group, Inc. 0.05% No change 1,090 $87K
Gould Capital, LLC 0.06% Reduce -14.7% 1,071 $86K
MGB Wealth Management, LLC 0.03% New 1,065 $85K
Bogart Wealth, LLC 0.00% Add +28.2% 1,056 $84K
Foster Dykema Cabot & Partners, LLC 0.01% Add +53.6% 1,009 $81K
Cetera Trust Company, N.A 0.05% Reduce -88.4% 1,000 $80K
Granite Investment Partners, LLC 0.00% No change 950 $76K
Highline Wealth Partners LLC 0.03% New 935 $75K
Breakwater Investment Management 0.03% — 929 $74K
LRI Investments, LLC 0.02% — 929 $74K
RFP Financial Group LLC 0.03% Add +24.4% 906 $72K
Weaver Capital Management LLC 0.02% New 903 $72K
Grand Wealth Management, LLC 0.03% No change 898 $72K
Harel Insurance Investments & Financial Services Ltd. 0.00% No change 883 $70K
Baldwin Wealth Partners LLC 0.00% Reduce -66.0% 805 $64K
Smartleaf Asset Management LLC 0.01% Reduce -28.4% 793 $63K
Timber Creek Capital Management LLC 0.02% Reduce -41.7% 785 $63K
Piscataqua Savings Bank 0.05% No change 735 $59K
Sittner & Nelson, LLC 0.03% No change 720 $57K
Wit, LLC 1.73% No change 711 $57K
Balentine LLC 0.00% No change 710 $57K
First United Bank & Trust 0.02% No change 704 $56K
Pin Oak Investment Advisors Inc. 0.05% No change 685 $55K
Hoese & Co LLP 0.05% No change 710 $55K
BBJS Financial Advisors, LLC 0.02% No change 678 $54K
Horizon Investments, LLC 0.00% Reduce -53.3% 663 $53K
Capital Investment Counsel, Inc 0.01% No change 658 $53K
Valley Wealth Managers, Inc. 0.00% New 641 $51K
Oakworth Capital, Inc. 0.00% No change 624 $50K
West Financial Advisors, LLC 0.01% Reduce -12.5% 568 $45K
Tacita Capital Inc 0.03% No change 565 $45K
ICA Group Wealth Management, LLC 0.01% Reduce -1.3% 545 $44K
Bfsg, LLC 0.01% No change 539 $43K
Creekmur Asset Management LLC 0.01% Reduce -24.5% 537 $43K
Valued Wealth Advisors LLC 0.03% No change 531 $42K
Planning Capital Management Corp 0.03% No change 515 $41K
Retirement Group, LLC 0.01% No change 510 $41K
Advantage Trust Co 0.03% No change 500 $40K
Ramirez Asset Management, Inc. 0.01% Reduce -54.5% 500 $40K
Marshall Wace, LLP 0.00% New 500 $40K
Dunhill Financial, LLC 0.03% No change 486 $39K
Bear Mountain Capital, Inc. 0.02% No change 508 $39K
Robinswood Financial LLC 0.02% No change 474 $38K
Financial Freedom, LLC 0.02% No change 442 $35K
First Manhattan Co. Llc. 0.00% No change 437 $35K
Bollard Group LLC 0.00% No change 430 $34K
Pacifica Partners Inc. 0.01% Reduce -27.6% 412 $33K
Joseph Group Capital Management 0.02% Reduce -3.1% 405 $32K
Louisbourg Investments Inc. 0.01% No change 375 $30K
CarsonAllaria Wealth Management, Ltd. 0.02% New 341 $27K
Atlas Capital Advisors Inc. 0.00% No change 299 $24K
Beacon Capital Management, LLC 0.00% Reduce -65.5% 278 $22K
VitalStone Financial, LLC 0.02% Reduce -15.3% 276 $22K
EnRich Financial Partners LLC 0.01% New 273 $22K
Caldwell Sutter Capital, Inc. 0.01% Reduce -9.0% 272 $22K
Studio Investment Management LLC 0.01% No change 268 $21K
FSA Wealth Management LLC 0.01% No change 263 $21K
Granite FO LLC 0.01% No change 252 $21K
Centerpoint Advisors, LLC 0.01% No change 255 $20K
Centennial Bank 0.01% No change 250 $20K
Rise Advisors, LLC 0.01% No change 245 $20K
Howe & Rusling Inc. 0.00% Reduce -29.2% 238 $19K
Gleason Group, Inc. 0.00% No change 229 $18K
Pflug Koory, LLC 0.00% No change 226 $18K
Eagle Bay Advisors LLC 0.01% No change 224 $18K
POM Investment Strategies, LLC 0.01% No change 223 $18K
Vima LLC 0.02% No change 238 $17K
IAG Wealth Partners, LLC 0.00% No change 206 $16K
AllSquare Wealth Management LLC 0.01% No change 205 $16K
Wagner Wealth Management, LLC 0.00% No change 200 $16K
Tucker Asset Management LLC 0.00% No change 200 $16K
CoreFirst Bank & Trust 0.01% No change 199 $16K
William Blair Investment Management, LLC 0.00% Reduce -93.8% 198 $16K
Sound Income Strategies, LLC 0.00% No change 191 $15K
Caitlin John, LLC 0.01% No change 185 $15K
C M Bidwell & Associates Ltd. 0.01% No change 182 $15K
NFSG Corp 0.01% Reduce -59.4% 182 $15K
Arax Advisory Partners 0.00% Reduce -55.0% 181 $14K
Integrity Financial Corp 0.01% No change 180 $14K
Van Eck Associates Corp. 0.00% New 179 $14K
Field & Main Bank 0.01% No change 174 $14K
Fortis Group Advisors, LLC 0.00% Reduce -50.0% 173 $14K
Burkett Financial Services, LLC 0.01% Reduce -26.7% 170 $14K
Norwood Financial Corp 0.02% No change 170 $14K
CKW Financial Group 0.00% No change 169 $13K
WR Wealth Planners, LLC 0.00% New 157 $13K
Hazlett, Burt & Watson, Inc. 0.01% No change 155 $12K
AlphaMark Advisors, LLC 0.00% Reduce -12.8% 150 $12K
Ruedi Wealth Management, Inc. 0.01% New 150 $12K
Glassman Wealth Services 0.00% No change 149 $12K
Nordwand Advisors, LLC 0.00% No change 149 $12K
Ransom Advisory, Ltd 0.01% — 146 $12K
Stephens Consulting, LLC 0.00% No change 144 $11K
American Capital Advisory, LLC 0.01% Add +30.7% 149 $11K
Cape Investment Advisory, Inc. 0.00% No change 117 $9K
Valley National Advisers Inc. 0.00% New 118 $9K
Bellevue Asset Management, LLC 0.00% Reduce -29.9% 103 $8K
Tyler-Stone Wealth Management 0.00% No change 103 $8K
Tanaka Capital Management Inc. 0.02% No change 103 $8K
Horrell Capital Management, Inc. 0.00% No change 95 $8K
Princeton Global Asset Management LLC 0.00% No change 100 $8K
Highlander Capital Management, LLC 0.00% No change 94 $8K
Pacific Center for Financial Services 0.00% No change 89 $7K
Emfo, LLC 0.01% No change 85 $7K
LifeSteps Financial, Inc. 0.01% New 83 $7K
Financial Gravity Asset Management, Inc. 0.00% Reduce -99.6% 75 $6K
Sanctuary Wealth Management, L.L.C. 0.00% No change 70 $6K
Investment Research & Advisory Group, Inc. 0.00% No change 64 $5K
Register Financial Advisors LLC 0.00% No change 62 $5K
Thompson Investment Management, Inc. 0.00% No change 62 $5K
Amundi 0.00% New 59 $5K
Alaska Wealth Advisors, LLC 0.00% Reduce -75.0% 57 $5K
MeadowBrook Investment Advisors LLC 0.00% No change 54 $4K
Lowe Wealth Advisors, LLC 0.00% No change 44 $4K
Householder Group Estate & Retirement Specialist, LLC 0.00% No change 43 $3K
FWL Investment Management, LLC 0.00% Reduce -26.8% 41 $3K
Guardian Wealth Advisors, LLC / NC 0.00% New 39 $3K
Wallace Hart LLC 0.00% — 38 $3K
Luken Investment Analytics, LLC 0.00% Reduce -93.8% 31 $2K
Cutler Group LLC / CA 0.00% Reduce -99.5% 35 $2K
Operose Advisors LLC 0.00% Reduce -99.6% 22 $2K
Aspire Wealth Management Corp 0.00% No change 17 $1K
Provident Wealth Management, LLC 0.00% New 15 $1K
Investors Research Corp 0.00% No change 15 $1K
Transamerica Financial Advisors, LLC 0.00% No change 2 $1K
Financial Management Professionals, Inc. 0.00% Add +100.0% 18 $1K
Providence Capital Advisors, LLC 0.00% No change 4 $319

"% of holder's portfolio" is EFA's weight in each manager's 13F, not the share of iShares MSCI Eafe ETF the manager owns.