iShares MSCI Eafe ETFEFAETF

13F holders, Q2 2024 (June 30)
1,853holders
98new positions
95sold out
7famous investors
$78.27avg. 13F price*

At the end of Q2 2024, 1,853 institutions reported holding iShares MSCI Eafe ETF (EFA) in their 13F filings, unchanged from Q1 2024. 98 opened new positions and 95 sold out. The largest holders were BlackRock Inc. ($8.4B), Bank of America Corp. ($2.9B) and Goldman Sachs Group Inc. ($2.6B). 7 famous investors held it, including Leon Cooperman (0.2% of Omega Advisors (Leon Cooperman)'s portfolio), Israel Englander (0.1% of Millennium Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors'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 → Q2 2024

InstitutionsTotal Value
New Positions98$619.3M
Exits95$453.4M

All 13F filers, Q1 2024 → Q2 2024: 38,025,549 shares bought and 30,290,176 shares sold, net +7,735,373 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,853 holders

BlackRock Inc. 0.19% Add +4.2% 107,406,852 $8.4B
Bank of America Corp. 0.27% Add +1.9% 36,484,980 $2.9B
Goldman Sachs Group Inc. 0.51% Add +4.1% 33,043,008 $2.6B
Morgan Stanley 0.15% Reduce -9.5% 25,073,940 $2.0B
JPMorgan Chase & Co. 0.16% Reduce -11.8% 24,209,190 $1.9B
Northern Trust Corp. 0.28% Reduce -0.3% 21,084,694 $1.7B
Wells Fargo & Company 0.29% Reduce -1.6% 14,225,303 $1.1B
Jane Street Group, LLC 1.03% Reduce -7.6% 12,127,098 $949.9M
UBS Group AG 0.26% Reduce -0.3% 10,883,946 $852.5M
FMR LLC 0.05% Reduce -1.7% 9,791,170 $766.9M
PNC Financial Services Group, Inc. 0.49% Reduce -3.7% 9,348,584 $732.3M
Envestnet Asset Management Inc. 0.24% Add +33.1% 8,765,455 $686.6M
US Bancorp \de 0.81% Add +0.1% 7,542,575 $590.8M
Bank of New York Mellon Corp 0.11% Reduce -1.0% 7,346,821 $575.5M
Royal Bank of Canada 0.13% Reduce -2.3% 6,804,180 $533.0M
AlTi Global, Inc. 14.00% Add +8.4% 6,655,277 $521.3M
TD Asset Management Inc 0.43% Add +31.0% 5,825,155 $456.3M
Susquehanna International Group, LLP 0.77% Add +42.8% 5,529,861 $433.2M
Jones Financial Companies LLLP 0.48% Reduce -40.1% 5,320,479 $416.8M
Northwestern Mutual Investment Management Company, LLC 9.74% Add +9.2% 4,804,496 $376.3M
Bank of Montreal 0.09% Add +1.7% 3,716,437 $298.4M
LPL Financial LLC 0.14% Add +11.9% 3,672,670 $287.7M
Truist Financial Corp. 0.41% Reduce -0.1% 3,405,006 $266.7M
Board of Trustees of The Leland Stanford Junior University 17.12% New 3,217,267 $252.0M
BNP Paribas Financial Markets 0.26% Add +133.4% 3,070,289 $240.5M
Mariner, LLC 0.45% Reduce -2.8% 2,989,603 $234.2M
Stairway Partners, LLC 17.97% Add +1.9% 2,920,187 $228.7M
CIBC Asset Management Inc 0.75% Add +2.6% 2,708,009 $212.1M
Sand Hill Global Advisors, LLC 9.58% Reduce -0.6% 2,691,896 $210.9M
Regions Financial Corp. 1.51% Reduce -0.6% 2,531,182 $198.3M
Squarepoint Ops LLC 0.68% Add +179.8% 2,286,483 $179.1M
Badgley Phelps Wealth Managers, LLC 4.41% Reduce -0.3% 2,272,868 $178.0M
Ameriprise Financial Inc. 0.05% Add +18.6% 2,270,676 $177.8M
Hirtle & Co., LLC 8.28% Reduce -0.7% 2,105,983 $165.0M
Creative Planning 0.17% Reduce -1.3% 2,074,797 $162.5M
M&T Bank Corp 0.55% Reduce -1.3% 2,058,034 $161.2M
Mackenzie Financial Corp. 0.24% Reduce -5.6% 2,025,619 $158.7M
Northwestern Mutual Wealth Management Co. 0.16% Add +7.9% 2,014,338 $157.8M
Prudential Financial Inc. 0.23% Reduce -1.9% 1,989,029 $155.8M
Natixis Advisors, LLC 0.33% Add +764.7% 1,935,011 $151.6M
Stifel Financial Corp. 0.17% Reduce -3.9% 1,880,434 $147.3M
Corient Private Wealth LP 0.25% Reduce -0.2% 1,845,699 $144.6M
Rockefeller Capital Management L.P. 0.40% Reduce -3.1% 1,791,420 $140.3M
Keybank National Association 0.55% Reduce -3.6% 1,723,554 $135.0M
Comerica Bank 0.56% Reduce -1.3% 1,703,976 $133.5M
HSBC Holdings PLC 0.08% Reduce -25.6% 1,676,907 $131.1M
Financial Engines Advisors L.L.C. 0.29% Reduce -0.6% 1,656,865 $129.8M
Fifth Third Bancorp 0.49% Reduce -4.0% 1,641,895 $128.6M
Halbert Hargrove Global Advisors, LLC 6.88% Add +1.1% 1,496,768 $117.2M
HighTower Advisors, LLC 0.18% Add +1.3% 1,485,871 $116.4M
Cullen/Frost Bankers, Inc. 1.68% Reduce -0.3% 1,481,068 $116.0M
Raymond James Financial Services Advisors, Inc. 0.16% Add +6.7% 1,462,212 $114.5M
Arvest Trust Co. N A 6.76% Reduce -33.4% 1,451,823 $113.7M
Toronto Dominion Bank 0.17% Add +109.4% 1,352,143 $105.9M
Raymond James & Associates 0.07% Add +3.0% 1,329,518 $104.1M
Baird Financial Group, Inc. 0.21% Reduce -2.9% 1,313,272 $102.9M
Captrust Financial Advisors 0.33% New 1,290,258 $101.1M
Bailard, Inc. 2.75% Reduce -0.8% 1,273,732 $99.8M
CIBC Private Wealth Group LLC 0.18% Reduce -1.4% 1,180,113 $94.0M
Commonwealth Equity Services, LLC 0.14% Add +2.7% 1,156,203 $90.6M
Linscomb Wealth, Inc. 4.49% Reduce -2.2% 1,106,568 $86.7M
Barclays PLC 0.04% Add +69.8% 1,019,874 $79.9M
Cetera Investment Advisers 0.18% Add +28.5% 975,219 $76.4M
Glenmede Trust Co. NA 0.39% Reduce -0.3% 970,302 $76.0M
Focus Partners Wealth 0.25% Add +103.1% 958,684 $75.1M
Bokf, NA 1.34% Reduce -14.9% 953,233 $74.7M
Wealth Enhancement Advisory Services, LLC 0.17% Add +1.1% 902,417 $70.7M
Accredited Investors Inc. 4.29% Reduce -3.7% 878,296 $68.8M
Mercer Global Advisors Inc. 0.19% Reduce -1.1% 894,142 $68.3M
Pathstone Holdings, LLC 0.30% Add +11.6% 860,001 $67.4M
Ensign Peak Advisors, Inc 0.12% Reduce -0.1% 857,603 $67.2M
Millennium Management 0.06% Add +582.9% 855,139 $67.0M
AMG National Trust Bank 1.80% Add +6.8% 847,105 $66.4M
Janney Montgomery Scott LLC 0.20% Add +1.1% 839,792 $65.8M
Blair William & Co. 0.20% Reduce -0.8% 832,274 $65.2M
Miller Investment Management, LP 7.74% Add +7.5% 827,506 $64.8M
Allspring Global Investments Holdings, LLC 0.10% Reduce -9.6% 806,582 $63.2M
WoodTrust Financial Corp 9.77% New 802,488 $62.9M
Capital International Investors 0.01% Add +113.5% 799,107 $62.5M
Hackensack Meridian Health, Inc. 7.96% No change 761,932 $59.7M
Cresset Asset Management, LLC 0.25% Add +9.2% 747,308 $58.5M
Brown Advisory Inc. 0.08% Add +3.7% 743,041 $58.2M
Valmark Advisers, Inc. 0.99% Reduce -0.6% 740,980 $58.0M
Annis Gardner Whiting Capital Advisors, LLC 16.19% Add +18.0% 726,829 $56.9M
Stock Yards Bank & Trust Co. 1.82% Add +5.3% 702,526 $55.0M
MassMutual Private Wealth & Trust, FSB 1.66% Reduce -9.9% 696,683 $54.6M
Osaic Holdings, Inc. 0.13% Reduce -7.2% 695,997 $54.5M
MML Investors Services, LLC 0.22% Add +2.1% 694,669 $54.4M
Valeo Financial Advisors, LLC 1.68% Reduce -4.1% 686,009 $53.9M
Franklin Resources Inc. 0.02% Reduce -4.6% 683,300 $53.5M
MainStreet Investment Advisors LLC 6.48% Reduce -14.6% 676,302 $53.0M
Deutsche Bank AG 0.02% Reduce -1.5% 661,128 $51.8M
Hancock Whitney Corp. 1.76% Reduce -1.2% 661,081 $51.8M
Cibc World Market Inc. 0.12% Add +21.6% 640,585 $50.2M
Becker Capital Management Inc. 1.71% Add +2.6% 635,782 $49.8M
Lazard Asset Management LLC 0.07% Add +79.1% 635,252 $49.8M
Bontempo Ohly Capital Mgmt LLC 24.59% Add +0.2% 627,840 $49.2M
CW Advisors, LLC 0.78% Add +3.5% 624,959 $49.0M
First Horizon Advisors, Inc. 1.48% Reduce -0.5% 619,699 $48.5M
HT Partners LLC 17.00% Reduce -0.2% 613,914 $48.1M
BIP Wealth, LLC 3.90% Reduce -8.1% 607,596 $47.6M
Bank of Nova Scotia 0.09% Reduce -66.5% 604,969 $47.4M
Trustmark Bank Trust Department 3.60% Add +0.4% 572,810 $44.9M
Fund Evaluation Group, LLC 2.73% Reduce -18.1% 567,266 $44.4M
Waterway Wealth Management, LLC 21.49% Add +0.8% 559,013 $43.8M
Modera Wealth Management, LLC 0.65% Reduce -0.1% 558,977 $43.8M
Choreo, LLC 0.72% Add +112.0% 544,982 $42.8M
Fiducient Advisors LLC 5.84% Add +15.3% 540,408 $42.3M
Atria Investments, Inc 0.54% Add +437.1% 533,164 $41.8M
MetLife Investment Management, LLC 0.24% Add +105.6% 526,400 $41.2M
NewEdge Wealth, LLC 0.89% Reduce -1.0% 523,687 $41.0M
LBMC Investment Advisors, LLC 3.52% Add +0.2% 517,688 $40.6M
Savant Capital, LLC 0.40% Reduce -2.1% 513,539 $40.2M
Synovus Financial Corp. 0.53% Add +7.4% 509,802 $39.9M
Citizens Financial Group Inc. 0.88% Add +7.1% 504,615 $39.5M
Wealthspire Advisors, LLC 0.50% Add +0.1% 497,963 $39.0M
State of Wyoming 6.38% Reduce -5.8% 494,415 $38.7M
Alliancebernstein L.P. 0.01% Add +3.0% 492,579 $38.6M
Greenleaf Trust 0.36% Reduce -1.2% 478,429 $37.5M
Johnson Investment Counsel Inc. 0.39% Add +0.8% 477,345 $37.4M
Arrowstreet Capital, Limited Partnership 0.03% Reduce -5.0% 466,324 $36.5M
Nisa Investment Advisors, LLC 0.23% Add +0.1% 459,150 $36.0M
Dynasty Wealth Management, LLC 1.06% New 458,613 $35.9M
NorthCoast Asset Management LLC 0.30% Add +693.2% 454,319 $35.6M
1ST Source Bank 2.08% Add +0.6% 453,132 $35.5M
SCS Capital Management LLC 0.74% Add +0.5% 451,388 $35.4M
Kestra Advisory Services, LLC 0.20% Add +49.1% 543,859 $35.3M
Citigroup Inc. 0.03% Reduce -89.8% 448,982 $35.2M
Clearstead Advisors, LLC 0.60% Add +310.3% 447,433 $35.0M
NorthRock Partners, LLC 1.30% Reduce -4.4% 441,888 $34.6M
Paulson Wealth Management Inc. 10.05% Reduce -0.5% 439,901 $34.5M
Destination Wealth Management 1.11% Reduce -1.3% 428,580 $33.6M
Caisse de depot et placement du Quebec 0.08% Add +383.9% 425,050 $33.3M
Fiera Capital Corp 0.10% Add +1.0% 414,598 $32.5M
Confluence Wealth Services, Inc. 2.58% Add +7.9% 413,162 $32.4M
TD Private Client Wealth LLC 1.00% Add +6.6% 403,783 $31.6M
FineMark National Bank & Trust 1.16% Add +0.6% 401,266 $31.4M
BTC Capital Management, Inc. 2.89% Reduce -1.9% 396,810 $31.1M
IFG Advisors, LLC 7.36% Add +3.2% 396,484 $31.1M
Ballentine Partners, LLC 0.57% Reduce -2.4% 391,649 $30.7M
Commerce Bank 0.20% Reduce -2.2% 385,349 $30.2M
Keel Point, LLC 2.72% Add +3.2% 383,688 $30.2M
Country Club Bank 2.03% Add +0.4% 373,451 $29.2M
Arbor Investment Advisors, LLC 4.25% Reduce -2.5% 370,620 $29.0M
DT Investment Partners, LLC 2.57% No change 370,143 $29.0M
Castleark Management LLC 1.17% No change 364,410 $28.5M
OMERS ADMINISTRATION Corp 0.27% Add +2.9% 361,325 $28.3M
Mesirow Financial Investment Management, Inc. 0.63% Reduce -0.8% 358,600 $28.1M
MAI Capital Management 0.28% Add +0.1% 356,968 $28.0M
National Bank of Canada 0.04% Add +25.3% 353,152 $27.7M
iA Global Asset Management Inc. 0.53% Reduce -0.8% 351,900 $27.6M
Tanglewood Wealth Management, Inc. 3.40% Reduce -0.8% 348,655 $27.3M
Principal Financial Group Inc. 0.02% Add +253.7% 344,351 $27.0M
Strategic Wealth Partners, Ltd. 2.75% Add +4.3% 336,666 $26.4M
Retirement Systems of Alabama 0.10% No change 335,666 $26.3M
Envestnet Portfolio Solutions, Inc. 0.09% Add +148.1% 332,792 $26.1M
Swan Global Investments, LLC 1.30% Reduce -0.4% 331,300 $26.0M
Flputnam Investment Management Co. 0.48% Add +0.4% 327,452 $25.6M
Equitable Holdings, Inc. 0.27% Add +50.4% 326,283 $25.6M
Raymond James Trust N.A. 0.60% Add +6.1% 325,449 $25.5M
D.A. Davidson & Co. 0.23% Reduce -6.0% 325,146 $25.5M
Parkside Advisors LLC 6.49% Add +5.4% 324,100 $25.4M
Minot Capital, LP 7.46% No change 321,218 $25.2M
Cambridge Investment Research Advisors, Inc. 0.09% Reduce -12.6% 319,344 $25.0M
Moneta Group Investment Advisors LLC 0.40% Add +0.4% 318,941 $25.0M
Pinnacle Financial Partners Inc 0.53% Add +2.1% 315,687 $24.8M
Aristotle Capital Management, LLC 0.05% Add +26.6% 308,532 $24.2M
Orion Porfolio Solutions, LLC 0.25% Reduce -2.3% 307,652 $24.1M
Orion Portfolio Solutions, LLC 0.25% Reduce -2.3% 307,652 $24.1M
Healthcare of Ontario Pension Plan Trust Fund 0.07% No change 306,000 $24.0M
Jasper Ridge Partners, L.P. 0.77% No change 304,801 $23.9M
First Commonwealth Financial Corp 6.01% Reduce -2.0% 297,691 $23.3M
Connable Office Inc. 2.50% Reduce -1.0% 296,607 $23.2M
Manufacturers Life Insurance Company, The 0.02% Add +2.0% 292,550 $22.9M
Brewster Financial Planning LLC 19.16% Add +0.7% 290,761 $22.8M
Greenfield FTC, Inc. 5.17% No change 290,428 $22.7M
Curi Capital, LLC 0.54% Reduce -3.4% 289,553 $22.7M
Salomon & Ludwin, LLC 2.50% Reduce -29.2% 286,234 $22.4M
Stephens Inc. 0.34% Add +5.2% 284,313 $22.3M
Ieq Capital, LLC 0.30% Add +0.8% 283,552 $22.2M
F/m Investments LLC 0.80% New 282,692 $22.1M
Citadel Advisors 0.02% Reduce -12.1% 282,057 $22.1M
Summit Trail Advisors, LLC 0.58% Add +9.6% 281,306 $22.0M
Verger Capital Management LLC 11.17% Add +1.1% 279,623 $21.9M
Latigo Investments, LLC 11.17% No change 278,590 $21.8M
Arrien Investments, Inc. 16.80% Reduce -1.1% 274,384 $21.5M
Composition Wealth, LLC 0.51% Reduce -0.9% 267,602 $21.0M
Cornerstone Management, Inc. 4.59% Add +12.7% 266,778 $20.9M
IFP Advisors, Inc 0.82% Add +74.8% 264,312 $20.7M
Beacon Pointe Advisors, LLC 0.25% Reduce -3.0% 264,125 $20.7M
Vestor Capital, LLC 1.66% Reduce -0.7% 261,964 $20.5M
ING Groep NV 0.12% Add +1161.5% 252,300 $19.8M
Courier Capital LLC 1.57% Reduce -0.1% 252,161 $19.8M
Conning Inc. 0.74% Reduce -11.1% 252,131 $19.7M
Tandem Wealth Advisors LLC 10.54% Add +1.5% 250,976 $19.7M
Colton Groome Financial Advisors, LLC 7.72% Add +3.8% 250,149 $19.6M
Swmg, LLC 8.65% New 247,939 $19.4M
Portland Global Advisors LLC 2.62% Reduce -1.1% 246,272 $19.3M
Thrivent Financial for Lutherans 0.04% Add +2.2% 238,072 $18.6M
Brighton Jones LLC 0.61% Add +2.0% 237,746 $18.6M
Allie Family Office LLC 11.18% Add +1.3% 237,858 $18.6M
Financial & Tax Architects, LLC 4.96% Add +2.4% 236,395 $18.5M
First Hawaiian Bank 0.62% Reduce -11.4% 235,351 $18.4M
Personal Cfo Solutions, LLC 2.80% Add +3292.0% 232,385 $18.2M
Painted Porch Advisors LLC 10.27% Add +10.2% 232,147 $18.2M
Lake Street Advisors Group, LLC 0.87% Reduce -5.3% 230,528 $18.1M
Prosperity Planning, Inc. 6.14% Add +0.8% 228,365 $17.9M
Regis Management CO LLC 5.39% No change 227,962 $17.9M
Pittenger & Anderson Inc. 0.73% Reduce -0.1% 227,415 $17.8M
Avantax Advisory Services, Inc. 0.13% Add +31.4% 226,450 $17.7M
RVW Wealth, LLC 1.75% Reduce -5.0% 223,520 $17.5M
Patton Fund Management, Inc. 3.60% Reduce -3.6% 217,665 $17.0M
StoneX Group Inc. 1.36% Add +10.8% 217,409 $17.0M
Corebridge Financial, Inc. 0.09% — 211,300 $16.6M
Callan Family Office, LLC 3.16% Reduce -6.4% 209,990 $16.4M
Park Avenue Securities LLC 0.20% Add +271.2% 209,784 $16.4M
SG Americas Securities, LLC 0.11% Reduce -58.4% 209,146 $16.4M
Quest Investment Management LLC 1.81% Reduce -0.6% 209,039 $16.4M
US Financial Advisors, LLC 5.47% Add +5.3% 208,242 $16.3M
Hantz Financial Services, Inc. 0.31% Reduce -17.0% 206,667 $16.2M
Allen Investment Management, LLC 0.20% Reduce -22.9% 206,115 $16.1M
Parallel Advisors, LLC 0.41% Reduce -3.6% 205,431 $16.1M
Evercore Wealth Management, LLC 0.25% Reduce -2.5% 203,534 $15.9M
Kaydan Wealth Management, Inc. 5.50% Reduce -1.4% 197,955 $15.5M
Steward Partners Investment Advisory, LLC 0.16% Reduce -1.1% 197,261 $15.5M
Central Bank & Trust Co. 2.15% Add +11.9% 197,243 $15.4M
Atria Wealth Solutions, Inc. 0.17% Add +0.4% 195,588 $15.3M
Taikang Asset Management (Hong Kong) Co Ltd 2.38% New 195,440 $15.3M
Select Asset Management & Trust 6.02% Reduce -13.2% 192,770 $15.1M
National Philanthropic Trust 0.29% Add +0.6% 192,685 $15.1M
Tiaa Trust, National Association 0.05% Reduce -1.1% 191,800 $15.0M
Fort Point Capital Partners LLC 1.92% Reduce -2.1% 190,846 $14.9M
Heartwood Wealth Advisors LLC 1.79% Add +0.3% 190,800 $14.9M
Litman Gregory Wealth Management LLC 1.32% Add +7.2% 189,698 $14.9M
Wellington Management Group LLP 0.00% Reduce -20.9% 189,506 $14.8M
Financial Counselors Inc. 0.24% Add +18.8% 186,646 $14.6M
Cambiar Investors LLC 0.56% Add +32.1% 183,635 $14.4M
UMB Bank, n.a. 0.23% Reduce -4.6% 180,451 $14.1M
ABLE Financial Group, LLC 5.09% Add +10.9% 179,759 $14.1M
HB Wealth Management, LLC 0.16% Reduce -0.5% 177,869 $13.9M
Unique Wealth, LLC 3.62% Add +9.5% 176,346 $13.8M
Waverly Advisors, LLC 0.27% Add +5.6% 176,203 $13.8M
Marquette Associates, Inc. 10.35% Add +1.0% 175,334 $13.7M
Oxford Financial Group, LTD. LLC 0.90% Reduce -0.6% 174,287 $13.7M
MCF Advisors LLC 1.03% Add +0.8% 174,213 $13.6M
Heritage Wealth Advisors 0.61% Reduce -0.1% 173,690 $13.6M
Hills Bank & Trust Co 1.10% Reduce -0.3% 173,467 $13.6M
Inspire Trust Co, N.A. 4.47% Add +37.4% 172,830 $13.5M
Eq LLC 8.06% Add +37.8% 171,726 $13.5M
Sanctuary Advisors, LLC 0.10% — 172,241 $13.4M
Cibc World Markets Corp. 0.09% Add +23.3% 171,352 $13.4M
Almanack Investment Partners, LLC. 2.25% Add +8.3% 170,782 $13.4M
Bluespring Wealth Management, LLC 1.42% Reduce -5.3% 168,759 $13.2M
Silvercrest Asset Management Group LLC 0.09% Reduce -64.1% 168,623 $13.2M
Simplicity Wealth,LLC 0.30% Add +59.5% 167,128 $13.1M
One Capital Management, LLC 0.45% Reduce -3.3% 166,852 $13.1M
Brown Brothers Harriman & Co. 0.10% Reduce -3.5% 165,782 $13.0M
Cape Ann Savings Bank 8.01% Add +0.8% 164,879 $12.9M
Oppenheimer & Co. Inc. 0.20% Reduce -4.3% 163,020 $12.8M
Venturi Wealth Management, LLC 0.75% Add +2.7% 162,430 $12.7M
Federated Hermes, Inc. 0.03% Add +43.4% 162,000 $12.7M
SVB Wealth LLC 0.31% Reduce -27.3% 160,947 $12.6M
Oppenheimer Asset Management Inc. 0.16% Add +17.8% 160,218 $12.5M
DRW Securities, LLC 0.77% New 160,258 $12.5M
Private Advisor Group, LLC 0.08% Add +2.5% 158,655 $12.4M
Whittier Trust Co. 0.18% Reduce -1.7% 158,644 $12.4M
Bartlett & Co. Wealth Management LLC 0.19% Reduce -0.3% 158,599 $12.4M
Fiduciary Trust Co 0.19% Reduce -2.1% 158,352 $12.4M
Verdence Capital Advisors LLC 1.10% Add +1.6% 158,080 $12.4M
EP Wealth Advisors, LLC 0.13% Add +4.4% 157,645 $12.3M
Amarillo National Bank 2.35% Add +0.5% 157,478 $12.3M
Idaho Trust Co 6.27% New 156,581 $12.3M
Aspect Partners, LLC 7.23% Add +498.1% 154,824 $12.1M
Shulman DeMeo Asset Management LLC 3.16% Reduce -0.9% 154,655 $12.1M
Capital Fund Management S.A. 0.14% Reduce -56.8% 153,424 $12.0M
Quent Capital, LLC 1.32% Add +1.3% 153,349 $12.0M
Allworth Financial LP 0.08% Reduce -2.5% 150,713 $12.0M
Spire Wealth Management 0.41% Reduce -1.6% 149,708 $11.7M
LGL Partners, LLC 1.71% Add +2.1% 149,078 $11.7M
Federation des caisses Desjardins du Quebec 0.06% Reduce -0.4% 148,897 $11.7M
Foster & Motley Inc. 0.80% Reduce -1.1% 148,785 $11.7M
Martin & Co. Inc. 2.91% Reduce -2.5% 147,714 $11.6M
Berkshire Money Management, Inc. 1.40% Add +2.3% 146,959 $11.5M
Corundum Group, Inc. 4.48% Add +21.9% 146,488 $11.5M
Buckingham Strategic Wealth, LLC 0.12% Reduce -0.8% 145,140 $11.4M
Perigon Wealth Management, LLC 0.33% Add +3.8% 144,573 $11.3M
Freestone Capital Holdings, LLC 0.40% Reduce -7.0% 143,876 $11.3M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.07% No change 143,390 $11.2M
Strategies Wealth Advisors, LLC 1.63% Reduce -1.9% 143,019 $11.2M
Brickley Wealth Management 2.44% Reduce -0.1% 142,129 $11.1M
Vanguard Group Inc. 0.00% Add +0.1% 141,849 $11.1M
Waters Parkerson & Co., LLC 0.59% Reduce -2.0% 141,775 $11.1M
Crestwood Advisors Group, LLC 0.23% Reduce -1.5% 141,337 $11.1M
Geneos Wealth Management Inc. 0.49% Reduce -2.7% 141,181 $11.1M
United Asset Strategies, Inc. 1.08% Add +1.7% 140,212 $11.0M
Alera Investment Advisors, LLC 1.32% Reduce -17.1% 140,181 $11.0M
SteelPeak Wealth, LLC 0.51% Reduce -9.1% 137,648 $10.8M
Noble Family Wealth, LLC 3.09% No change 137,081 $10.7M
Olympus Wealth Management, LLC 3.35% Add +712.1% 136,819 $10.7M
Caprock Group, LLC 0.44% Reduce -1.6% 136,751 $10.7M
Whittier Trust Co. of Nevada Inc. 0.30% Add +0.7% 136,045 $10.7M
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 2.73% Reduce -3.4% 134,228 $10.5M
NewEdge Advisors, LLC 0.08% Add +61.3% 133,526 $10.5M
Harvest Investment Advisors, LLC 7.69% Add +0.6% 133,084 $10.4M
Simmons Bank 0.79% Add +14.2% 132,993 $10.4M
Diversified Trust Co. 0.29% Add +0.5% 132,910 $10.4M
WealthBridge Investment Counsel Inc. 3.97% Reduce -3.9% 132,575 $10.4M
Precedent Wealth Partners, LLC 4.12% Reduce -2.4% 130,475 $10.2M
Mittelman Wealth Management 6.61% No change 130,198 $10.2M
Institutional & Family Asset Management, LLC 1.55% Add +2146.2% 129,338 $10.1M
Robertson Stephens Wealth Management, LLC 0.53% Reduce -6.8% 129,126 $10.1M
Checchi Capital Advisers, LLC 0.80% Reduce -24.9% 128,734 $10.1M
Cambridge Associates LLC /Ma/ 0.46% New 127,639 $10.0M
J.W. Cole Advisors, Inc. 0.47% Add +2.5% 126,468 $9.9M
United Community Bank 4.00% Reduce -4.4% 126,296 $9.9M
Heritage Investors Management Corp. 0.34% Reduce -1.2% 125,823 $9.9M
Calamos Wealth Management LLC 0.53% Add +1.5% 125,472 $9.8M
Sterling Group Wealth Management, LLC 5.63% — 125,153 $9.8M
Chesley Taft & Associates LLC 0.49% Reduce -2.0% 125,111 $9.8M
GLOBALT Investments LLC / GA 0.39% Add +3.9% 124,932 $9.8M
Wesbanco Bank Inc. 0.36% Reduce -8.5% 123,953 $9.7M
Pure Financial Advisors, LLC 0.27% Reduce -1.1% 122,889 $9.6M
TCTC Holdings, LLC 0.33% Reduce -3.2% 122,330 $9.6M
Hilltop National Bank 3.08% Add +10.7% 122,126 $9.6M
Mechanics Financial Corp 4.87% Reduce -14.6% 120,984 $9.5M
Mycio Wealth Partners, LLC 2.42% Reduce -4.2% 120,947 $9.5M
Pine Valley Investments Ltd Liability Co 0.70% Reduce -13.2% 120,895 $9.5M
WASHINGTON TRUST Co 0.34% Reduce -3.3% 120,101 $9.4M
Credit Agricole S A 0.06% Add +5.8% 119,583 $9.4M
Belmont Capital, LLC 1.74% Reduce -2.9% 119,023 $9.3M
Arvest Investments, Inc. 1.49% Reduce -1.4% 118,788 $9.3M
Monterey Private Wealth, Inc. 3.46% Add +1.0% 118,086 $9.2M
D L Carlson Investment Group Inc. 1.75% Reduce -2.5% 115,823 $9.1M
Canton Hathaway, LLC 2.48% No change 115,649 $9.1M
Aua Capital Management, LLC 5.45% Reduce -2.4% 115,563 $9.1M
First Heartland Consultants, Inc. 0.89% Add +15.3% 113,656 $8.9M
SpiderRock Advisors, LLC 0.23% Add +1.4% 113,578 $8.9M
Parkside Financial Bank & Trust 1.40% Reduce -1.3% 113,418 $8.9M
Paloma Partners Management Co 0.97% New 113,315 $8.9M
West Coast Financial LLC 1.05% Add +4.0% 112,814 $8.8M
Heritage Wealth Management, LLC 4.89% Reduce -2.5% 112,572 $8.8M
Heritage Family Offices, LLP 4.89% — 112,572 $8.8M
EverSource Wealth Advisors, LLC 0.58% Add +8.3% 108,855 $8.7M
Coastline Trust Co 1.02% Reduce -1.6% 110,877 $8.7M
Neuberger Berman Group LLC 0.01% Add +0.6% 110,610 $8.7M
Lindbrook Capital, LLC 0.81% Reduce -3.1% 110,544 $8.7M
Mill Creek Capital Advisors, LLC 0.22% Add +67.8% 110,144 $8.6M
First Financial Bank - Trust Division 0.85% Reduce -4.8% 110,054 $8.6M
Dynamic Wealth Strategies, LLC 7.36% Add +3.1% 109,315 $8.6M
Summit Wealth & Retirement Planning, Inc. 2.91% Add +0.8% 109,146 $8.5M
St. Louis Trust Co 1.31% Add +0.3% 109,152 $8.5M
Vantage Financial Partners Ltd., Inc. 2.12% Reduce -3.8% 108,691 $8.5M
Gray Private Wealth, LLC 5.41% Reduce -1.2% 107,862 $8.4M
Ironwood Investment Management LLC 4.51% Add +2.0% 107,779 $8.4M
First Citizens Financial Corp 4.99% Reduce -3.6% 107,624 $8.4M
Metropolitan Life Insurance Co 3.31% Reduce -64.5% 107,070 $8.4M
Orin Green Financial, LLC 3.86% New 107,067 $8.4M
Thornburg Investment Management Inc. 0.12% Add +85.4% 106,809 $8.4M
Hoge Financial Services, LLC 6.84% Reduce -1.2% 106,565 $8.3M
Aries Wealth Management 2.61% Add +10.8% 105,890 $8.3M
Nepc LLC 0.27% Reduce -0.4% 104,912 $8.2M
Hall Kathryn A. 1.89% No change 104,630 $8.2M
Nixon Peabody Trust Co. 0.73% Reduce -2.5% 104,375 $8.2M
Financial Enhancement Group LLC 1.31% Reduce -5.6% 103,853 $8.1M
Oldfather Financial Services, LLC 3.33% Add +1.6% 103,704 $8.1M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.24% Add +1.4% 103,328 $8.1M
Okabena Investment Services Inc. 2.57% Reduce -2.4% 103,306 $8.1M
Prism Advisors, Inc. 2.45% Reduce -65.7% 103,052 $8.1M
Corepath Wealth Partners LLC 8.51% Add +1.5% 101,281 $8.1M
Forvis Mazars Wealth Advisors, LLC 0.20% Reduce -5.1% 102,615 $8.0M
Kabouter Management, LLC 34.91% Add +306.2% 101,720 $8.0M
Blankinship & Foster, LLC 2.04% Reduce -0.2% 101,283 $7.9M
Whitegate Investment Counselors, Inc. 2.24% Add +0.2% 100,750 $7.9M
Dimension Capital Management LLC 1.60% Add +1.1% 100,621 $7.9M
Coldstream Capital Management Inc. 0.19% Reduce -5.2% 100,290 $7.9M
Tolleson Wealth Management, Inc. 1.54% Reduce -1.0% 99,989 $7.8M
BOK Financial Private Wealth, Inc. 0.57% Reduce -0.9% 99,567 $7.8M
Burke & Herbert Bank & Trust Co. 1.89% Add +499.9% 99,368 $7.8M
Fluent Financial, LLC 3.92% Add +4.7% 99,132 $7.8M
Jump Financial, LLC 0.15% Add +3152.8% 96,576 $7.6M
Wooster Corthell Wealth Management, Inc. 1.70% Reduce -2.1% 95,664 $7.5M
Ironwood Financial, llc 1.67% Reduce -1.3% 95,111 $7.5M
Citizens Business Bank 1.57% Reduce -4.3% 94,942 $7.4M
Wilmington Savings Fund Society, FSB 0.28% Reduce -1.2% 93,636 $7.3M
LBJ Family Wealth Advisors, Ltd. 4.56% Reduce -1.9% 92,725 $7.3M
Resolute Advisors LLC 1.87% Add +1.8% 92,553 $7.2M
Avidian Wealth Enterprises, LLC 0.35% Add +24.1% 92,278 $7.2M
Bleakley Financial Group, LLC 0.21% Add +9.9% 92,269 $7.2M
Horizon Bancorp Inc. 3.43% Reduce -14.3% 92,094 $7.2M
Dumont & Blake Investment Advisors LLC 1.02% Add +102.2% 91,972 $7.2M
First National Trust Co 0.30% Reduce -1.0% 91,799 $7.2M
Powell Investment Advisors, LLC 3.71% Reduce -1.0% 91,435 $7.2M
Fulton Bank, N.A. 0.29% Reduce -5.9% 91,433 $7.2M
Rwa Wealth Partners, LLC 0.09% Add +6.8% 91,108 $7.1M
Argent Trust Co 0.31% Reduce -4.4% 90,955 $7.1M
Dorsey & Whitney Trust CO LLC 0.49% Add +18.2% 90,812 $7.1M
Rhumbline Advisers 0.01% Add +41.9% 90,638 $7.1M
Madden Advisory Services, Inc. 3.58% Add +0.4% 89,939 $7.0M
Kayne Anderson Rudnick Investment Management LLC 0.02% Add +27.6% 89,501 $7.0M
Fifth Third Wealth Advisors LLC 0.53% Add +136.9% 88,425 $6.9M
Schneider Downs Wealth Management Advisors, LP 1.53% Add +37.2% 87,744 $6.9M
Venture Visionary Partners LLC 0.32% Add +1.3% 87,401 $6.8M
4Thought Financial Group Inc. 4.14% Add +9.8% 85,039 $6.7M
Chicago Partners Investment Group LLC 0.26% Add +2.3% 83,232 $6.6M
Pitti Group Wealth Management, LLC 7.15% Add +0.4% 87,195 $6.6M
Bristlecone Advisors, LLC 0.56% Reduce -1.3% 83,413 $6.5M
First Western Trust Bank 0.31% Reduce -4.8% 83,258 $6.5M
United Capital Financial Advisors, LLC 0.06% Reduce -0.9% 82,579 $6.5M
Wealthcare Advisory Partners LLC 0.20% Add +0.9% 81,923 $6.4M
New Republic Capital, LLC 3.18% Add +22.7% 80,838 $6.3M
Tarbox Family Office, Inc. 1.11% Reduce -3.5% 80,508 $6.3M
Lido Advisors, LLC 0.05% Reduce -1.8% 79,668 $6.2M
Yousif Capital Management, LLC 0.07% Reduce -26.9% 79,423 $6.2M
Independence Bank of Kentucky 1.64% Reduce -9.2% 78,778 $6.2M
Edge Capital Group, LLC 0.30% Reduce -1.0% 78,641 $6.2M
Sykon Capital LLC 2.32% Reduce -5.5% 78,362 $6.1M
Phillips Financial Management, LLC 0.51% Reduce -0.9% 78,345 $6.1M
LCM Capital Management Inc 3.82% Reduce -0.2% 78,263 $6.1M
Murphy, Middleton, Hinkle & Parker, Inc. 3.56% Add +2.0% 78,104 $6.1M
Kestra Private Wealth Services, LLC 0.12% Add +1.9% 77,967 $6.1M
NBT Bank, N.A. 0.43% Reduce -0.6% 77,591 $6.1M
ERn Financial, LLC 1.01% Reduce -0.3% 77,417 $6.1M
Walleye Trading LLC 0.12% New 76,832 $6.0M
First Financial Bankshares Inc 0.14% Reduce -4.8% 76,767 $6.0M
Caerus Investment Advisors, LLC 5.88% No change 76,737 $6.0M
Great Valley Advisor Group, Inc. 0.17% Reduce -0.9% 76,512 $6.0M
Pathway Financial Advisors LLC 1.62% Reduce -1.9% 76,498 $6.0M
QRG Capital Management, Inc. 0.07% Add +23.6% 76,432 $6.0M
Ramsay, Stattman, Vela & Price, Inc. 1.13% Reduce -0.3% 76,243 $6.0M
Grove Bank & Trust 0.96% Reduce -0.2% 76,166 $6.0M
Atlantic Union Bankshares Corp 0.37% Add +1165.2% 75,922 $5.9M
Old National Bancorp 0.14% Add +14.9% 75,903 $5.9M
Cardiff Park Advisors, LLC 0.57% Add +0.6% 75,566 $5.9M
Angeles Investment Advisors, LLC 0.30% No change 75,285 $5.9M
Wolverine Trading, LLC 0.10% New 75,232 $5.9M
Chesapeake Wealth Management 2.14% Add +1.9% 75,226 $5.9M
Birch Hill Investment Advisors LLC 0.28% Add +1.8% 75,223 $5.9M
Boston Financial Mangement LLC 0.19% Reduce -0.1% 75,061 $5.9M
Aaron Wealth Advisors LLC 0.81% Add +8.1% 74,857 $5.9M
Rakuten Investment Management, Inc. 0.04% No change 74,893 $5.9M
Compound Planning, Inc. 0.43% Add +8.8% 74,692 $5.9M
BSW Wealth Partners 0.95% Reduce -16.3% 74,156 $5.8M
FFT Wealth Management LLC 0.51% Reduce -3.6% 74,090 $5.8M
Baron Financial Group, LLC 3.68% Reduce -3.2% 73,955 $5.8M
Flagstar Securities, Inc. 1.58% Add +1.0% 73,853 $5.8M
Sei Investments Co. 0.01% Reduce -6.0% 72,687 $5.7M
GTS Securities LLC 0.12% Add +330.8% 72,680 $5.7M
B. Riley Wealth Advisors, Inc. 0.14% Reduce -39.8% 72,180 $5.7M
Glen Eagle Advisors, LLC 1.03% Add +12.8% 72,113 $5.6M
Peapack Gladstone Financial Corp. 0.09% Reduce -1.5% 71,620 $5.6M
Sandy Spring Bank 0.25% Add +0.0% 71,594 $5.6M
Arbor Trust Wealth Advisors, LLC 2.94% Add +2.7% 71,358 $5.6M
Harbor Investment Advisory, LLC 0.58% Reduce -2.9% 71,024 $5.6M
Snowden Capital Advisors LLC 0.17% Reduce -5.9% 70,945 $5.6M
Sepio Capital, LP 0.51% Reduce -3.1% 70,933 $5.6M
Little House Capital LLC 1.74% Reduce -2.8% 70,930 $5.6M
McKinley Carter Wealth Services, Inc. 0.35% Add +2.3% 70,890 $5.6M
Larson Financial Group LLC 0.38% Reduce -10.1% 70,864 $5.6M
Arcataur Capital Management LLC 1.97% Reduce -1.8% 70,683 $5.5M
Crewe Advisors LLC 0.62% Add +8.7% 70,334 $5.5M
Allen Mooney & Barnes Investment Advisors LLC 0.98% Reduce -7.8% 69,859 $5.5M
Delta Financial Advisors LLC 2.09% Add +0.0% 68,997 $5.4M
Maryland State Retirement & Pension System 0.10% Add +66.1% 68,866 $5.4M
Nicolet Bankshares Inc. 1.13% Add +0.2% 68,670 $5.4M
Titleist Asset Management, LLC 0.81% Add +5.5% 68,540 $5.4M
Bray Capital Advisors 1.34% Reduce -0.3% 68,314 $5.4M
Focus Partners Advisor Solutions, LLC 0.14% Reduce -29.6% 68,174 $5.3M
TAP Consulting, LLC 1.12% Add +0.8% 67,952 $5.3M
Family Firm, Inc. 1.18% Add +154.8% 166,499 $5.3M
Connecticut Wealth Management, LLC 0.27% Reduce -8.8% 67,751 $5.3M
IMC-Chicago, LLC 0.17% Reduce -25.7% 67,714 $5.3M
Krilogy Financial LLC 0.39% Reduce -1.6% 67,446 $5.3M
Stratos Wealth Advisors, LLC 0.26% Add +128.8% 67,369 $5.3M
IHT Wealth Management, LLC 0.20% Add +11.2% 67,304 $5.3M
Bessemer Group Inc. 0.01% Add +12.5% 66,942 $5.2M
Connors Investor Services Inc. 0.54% Add +0.9% 66,792 $5.2M
NewSquare Capital LLC 0.45% Add +3.0% 66,687 $5.2M
Fi3 FINANCIAL ADVISORS, LLC 2.30% Add +0.0% 66,613 $5.2M
ClariVest Asset Management LLC 0.53% Reduce -8.0% 66,460 $5.2M
Ashton Thomas Private Wealth, LLC 0.28% Add +5.2% 65,708 $5.1M
Lodestar Private Asset Management LLC 0.71% Add +7.5% 65,571 $5.1M
Full Sail Capital, LLC 0.34% Reduce -0.3% 65,336 $5.1M
1832 Asset Management L.P. 0.01% Add +1.4% 65,211 $5.1M
Webster Bank, N. A. 0.56% Reduce -11.4% 64,580 $5.1M
All Terrain Financial Advisors, LLC 2.11% Add +7.5% 64,009 $5.0M
New York State Common Retirement Fund 0.01% Add +3.8% 63,853 $5.0M
Schroder Investment Management Group 0.01% Add +3.8% 63,853 $5.0M
Summit Financial Strategies, Inc. 0.62% Reduce -2.4% 63,851 $5.0M
RFG Advisory, LLC 0.16% Reduce -0.8% 63,837 $5.0M
Sun Life Financial Inc. 0.30% Add +103.2% 63,812 $5.0M
Integrated Advisors Network LLC 0.26% Reduce -3.1% 63,538 $5.0M
Moller Wealth Partners 1.32% Reduce -3.0% 63,037 $4.9M
Flower City Capital 3.18% Reduce -2.8% 62,894 $4.9M
Paragon Capital Management Ltd 0.90% Add +0.2% 62,866 $4.9M
RMR Wealth Builders 0.56% Add +2.8% 62,816 $4.9M
First Citizens Bank & Trust Co. 0.09% Add +1.8% 62,754 $4.9M
Laird Norton Wetherby Trust Company, LLC 0.69% Reduce -56.2% 62,030 $4.9M
Shorepoint Capital Partners LLC 1.14% Add +0.6% 62,013 $4.9M
Evermay Wealth Management LLC 0.78% Reduce -0.6% 61,883 $4.8M
Alamar Capital Management, LLC 2.92% — 61,471 $4.8M
Johnson Financial Group, Inc. 0.23% Reduce -6.3% 61,049 $4.8M
Omega Advisors (Leon Cooperman) 0.20% No change 60,937 $4.8M
Prospera Financial Services Inc 0.13% Add +6.3% 60,733 $4.8M
Mission Wealth Management, LP 0.13% Reduce -17.9% 60,623 $4.7M
Graves Light Lenhart Wealth, Inc. 0.54% No change 60,503 $4.7M
City Holding Co. 0.70% Add +2.4% 60,376 $4.7M
Richard W. Paul & Associates, LLC 1.83% Add +7.6% 60,370 $4.7M
Legal & General Group Plc 0.00% Reduce -13.0% 59,700 $4.7M
First Foundation Advisors 0.18% Reduce -4.5% 58,772 $4.6M
New England Private Wealth Advisors LLC 0.80% Reduce -0.4% 58,455 $4.6M
Capital Advantage, Inc. 0.94% Add +32.6% 57,429 $4.6M
Cornerstone Advisors Asset Management, LLC 1.29% Add +0.2% 58,164 $4.6M
Guggenheim Capital LLC 0.03% Add +3.5% 57,780 $4.5M
Carolinas Wealth Consulting LLC 0.87% Reduce -2.5% 57,775 $4.5M
Csenge Advisory Group 0.26% Add +4.1% 57,463 $4.5M
Brio Consultants, LLC 0.74% Add +8.1% 57,291 $4.5M
Family Asset Management, LLC 2.85% Reduce -2.3% 56,456 $4.4M
Hilltop Holdings Inc. 0.51% Reduce -0.3% 56,153 $4.4M
Cim Investment Management Inc. 1.35% Add +2.1% 56,004 $4.4M
Pinnacle Wealth Planning Services, Inc. 0.62% Reduce -0.3% 55,808 $4.4M
Providence First Trust Co 1.96% Reduce -0.5% 55,486 $4.3M
Atlantic Edge Private Wealth Management, LLC 1.44% Reduce -0.4% 55,180 $4.3M
Trek Financial, LLC 0.34% Reduce -1.5% 54,819 $4.3M
Gould Asset Management LLC 0.99% Reduce -2.8% 54,720 $4.3M
Harbour Trust & Investment Management Co 0.51% Add +0.4% 54,586 $4.3M
Ionic Capital Management LLC 3.40% New 54,425 $4.3M
Advisory Services Network, LLC 0.09% Add +14.8% 54,089 $4.2M
Crescent Grove Advisors, LLC 0.46% Reduce -0.7% 53,607 $4.2M
Arcadia Investment Management Corp. 0.72% No change 53,604 $4.2M
Smith & Howard Wealth Management, LLC 1.25% Reduce -0.4% 53,601 $4.2M
Rain Capital Management, LLC 2.94% Reduce -1.1% 51,348 $4.2M
Santori & Peters, Inc. 1.78% Add +0.1% 53,200 $4.2M
Bradley Foster & Sargent Inc. 0.07% Reduce -0.2% 53,145 $4.2M
Veltria Advisors Corp. 1.49% No change 52,820 $4.1M
Pinnacle Bancorp, Inc. 1.22% Reduce -10.0% 52,637 $4.1M
Central Pacific Bank - Trust Division 0.51% Reduce -2.0% 52,338 $4.1M
Sigma Investment Counselors Inc. 0.26% Reduce -0.6% 52,136 $4.1M
Laird Norton Wetherby Wealth Management, LLC 0.19% Add +1.0% 52,131 $4.1M
Chevy Chase Trust Holdings, LLC 0.01% Reduce -0.8% 51,986 $4.1M
Midwest Professional Planners, LTD. 1.36% Reduce -37.6% 51,942 $4.1M
Commonwealth Financial Services, LLC 0.83% Reduce -60.3% 51,026 $4.1M
Azimuth Capital Investment Management LLC 0.17% Add +126.0% 51,848 $4.1M
BluePointe Capital Management, LLC 2.71% Add +2.8% 51,544 $4.0M
Panagora Asset Management Inc. 0.02% Add +887.7% 51,331 $4.0M
1834 Investment Advisors Co. 0.48% Reduce -0.8% 51,153 $4.0M
Agf Management Ltd. 0.02% Reduce -2.2% 51,101 $4.0M
Independent Financial Group, LLC 0.16% Reduce -9.8% 51,100 $4.0M
Alesco Advisors, LLC, An ESL Co 0.13% Add +9.7% 50,943 $4.0M
Fragasso Financial Advisors Inc 0.33% Reduce -3.0% 50,725 $4.0M
Choate Investment Advisors 0.10% Reduce -0.5% 50,665 $4.0M
Gryphon Financial Partners LLC 0.59% Add +1.4% 50,542 $4.0M
Mutual Advisors, LLC 0.12% Add +92.9% 50,011 $4.0M
EWG Elevate Inc. 1.43% Add +1.6% 50,048 $3.9M
Efficient Advisors, LLC 0.25% Reduce -15.3% 49,956 $3.9M
Capital Advisors, Ltd. LLC 0.50% Reduce -4.7% 49,457 $3.9M
United Bank 0.48% Reduce -3.6% 49,447 $3.9M
Gemmer Asset Management LLC 0.41% Add +0.8% 49,416 $3.9M
Mullaney, Keating & Wright, Inc. 2.99% — 49,281 $3.9M
JFS Wealth Advisors, LLC 0.30% Reduce -0.4% 49,233 $3.9M
Investment Partners, LTD. 1.73% Add +0.0% 49,154 $3.9M
Level Four Advisory Services, LLC 0.17% Reduce -26.0% 49,072 $3.8M
SlateStone Wealth, LLC 0.42% Add +23.8% 49,026 $3.8M
Glass Jacobson Investment Advisors llc 1.40% Add +1.6% 48,896 $3.8M
Nvwm, LLC 1.02% Reduce -16.2% 48,766 $3.8M
First Interstate Bank 0.25% Add +2.0% 48,482 $3.8M
Apollon Wealth Management, LLC 0.12% Reduce -1.9% 48,304 $3.8M
Solstein Capital, LLC 2.45% Add +5.2% 48,003 $3.8M
Texas Capital Bank Wealth Management Services Inc 0.39% Add +17.7% 47,877 $3.8M
Aspiriant, LLC 0.15% Add +5.0% 47,802 $3.7M
Scotia Capital Inc. 0.02% Reduce -0.4% 47,404 $3.7M
McAdam, LLC 0.22% Reduce -0.9% 47,172 $3.7M
Endowment Wealth Management, Inc. 2.69% Add +9.7% 47,105 $3.7M
Blueprint Investment Partners LLC 0.79% Reduce -21.3% 46,824 $3.7M
Leverty Financial Group, LLC 2.17% Reduce -1.4% 46,739 $3.7M
Aveo Capital Partners, LLC 0.41% Reduce -0.3% 46,292 $3.6M
Axxcess Wealth Management, LLC 0.10% Add +905.9% 46,159 $3.6M
Cwm, LLC 0.02% Add +1.7% 46,113 $3.6M
Farmers & Merchants Investments Inc. 0.12% Add +1.3% 46,096 $3.6M
Acropolis Investment Management, LLC 0.23% Reduce -1.1% 46,016 $3.6M
Spotlight Asset Group, Inc. 2.48% Reduce -6.5% 45,401 $3.6M
HRT Financial LP 0.02% Reduce -82.5% 45,367 $3.6M
Asset Management Group, Inc. 0.54% Add +1.0% 45,330 $3.6M
Hengehold Capital Management LLC 0.37% Reduce -3.3% 44,797 $3.5M
NTV Asset Management LLC 0.50% Reduce -5.6% 44,735 $3.5M
Asset Planning Corporation 2.59% Reduce -3.5% 44,220 $3.5M
Thompson Siegel & Walmsley LLC 0.06% Reduce -0.7% 44,189 $3.5M
Mosaic Family Wealth Partners, LLC 0.56% Reduce -0.2% 44,119 $3.5M
JMG Financial Group, Ltd. 0.13% Reduce -1.5% 44,090 $3.5M
PFW Advisors LLC 1.10% Reduce -0.9% 43,956 $3.4M
Banco Bilbao Vizcaya Argentaria, S.A. 0.04% Reduce -5.6% 43,761 $3.4M
Waddell & Associates, LLC 0.45% Reduce -0.1% 43,686 $3.4M
McLean Asset Management Corp 1.10% Add +0.3% 42,306 $3.4M
Wealth Advisory Solutions, LLC 0.92% Reduce -0.2% 43,222 $3.4M
TD Waterhouse Canada Inc. 0.03% Add +11.2% 42,936 $3.4M
Summit Financial, LLC 0.15% Add +177.8% 42,949 $3.4M
Concentric Wealth Management, LLC 0.88% Reduce -0.5% 42,949 $3.4M
Integrated Wealth Concepts LLC 0.05% Reduce -1.1% 42,857 $3.4M
Sterling Investment Advisors LLC 2.04% Reduce -0.9% 42,735 $3.3M
XML Financial, LLC 0.33% Add +3.3% 42,477 $3.3M
Annapolis Financial Services, LLC 1.06% Reduce -1.5% 41,937 $3.3M
Pinnacle Associates Ltd. 0.05% Reduce -6.6% 41,714 $3.3M
Acadian Asset Management LLC 0.01% Reduce -0.7% 41,567 $3.3M
CreativeOne Wealth, LLC 0.16% Reduce -18.8% 41,462 $3.2M
Bridgewater Advisors Inc. 0.40% Reduce -5.9% 41,346 $3.2M
Flagship Harbor Advisors, LLC 0.19% Add +351.7% 41,332 $3.2M
Sheets Smith Wealth Management 0.39% No change 41,200 $3.2M
CANADA LIFE ASSURANCE Co 0.01% Add +28.2% 40,805 $3.2M
Grant Street Asset Management, Inc. 1.00% Add +1.9% 40,678 $3.2M
Mondrian Investment Partners LTD 0.05% Reduce -88.9% 39,557 $3.2M
Parisi Gray Wealth Management 1.14% Reduce -5.0% 40,562 $3.2M
GMO 0.01% No change 40,330 $3.2M
Lane & Associates LLC 1.85% Add +14.1% 40,110 $3.1M
Staley Capital Advisers Inc. 0.14% No change 40,000 $3.1M
Lionsbridge Wealth Management LLC 2.51% Reduce -0.8% 39,937 $3.1M
Catalyst Financial Partners LLC 0.69% Add +8.0% 39,905 $3.1M
Sage Mountain Advisors LLC 0.29% No change 39,775 $3.1M
Belpointe Asset Management LLC 0.22% Reduce -0.3% 39,771 $3.1M
Pinnacle Family Advisors, LLC 1.72% Add +17.6% 39,629 $3.1M
Signify Wealth 4.45% New 39,457 $3.1M
LTG Capital LLC 2.79% Add +0.3% 39,364 $3.1M
Kingsview Wealth Management, LLC 0.07% Reduce -2.3% 39,054 $3.1M
Global Retirement Partners, LLC 0.10% Add +10.8% 39,035 $3.1M
Macroview Investment Management LLC 3.26% Add +90.4% 38,970 $3.1M
Sowell Financial Services LLC 0.15% Add +0.1% 38,939 $3.0M
Elevation Point Wealth Partners, LLC 0.24% Add +2.4% 38,931 $3.0M
Veracity Capital LLC 1.27% Add +82.8% 38,915 $3.0M
Daymark Wealth Partners, LLC 0.14% Add +62.0% 38,830 $3.0M
HBK Sorce Advisory LLC 0.11% Reduce -13.0% 38,740 $3.0M
Morton Brown Family Wealth, LLC 1.20% Reduce -1.7% 37,860 $3.0M
Beutel, Goodman & Co Ltd. 0.02% Reduce -2.0% 38,571 $3.0M
Provenance Wealth Advisors, LLC 0.42% Add +2.1% 38,178 $3.0M
American Financial Advisors, LLC 0.42% Reduce -0.2% 38,079 $3.0M
Palisade Asset Management, LLC 0.31% Reduce -0.1% 37,772 $3.0M
Defined Wealth Management, LLC 2.05% Reduce -0.1% 37,681 $3.0M
Arete Wealth Advisors, LLC 0.24% Add +5.1% 37,587 $2.9M
DAVENPORT & Co LLC 0.02% Reduce -6.3% 37,452 $2.9M
U.S. Capital Wealth Advisors, LLC 0.11% Reduce -59.2% 37,380 $2.9M
Pettyjohn, Wood & White, Inc. 0.57% Add +3.0% 37,365 $2.9M
Warwick Investment Management, Inc. 0.68% Reduce -0.7% 37,181 $2.9M
Sachem Hill LLC 0.62% Add +4.3% 36,958 $2.9M
Rehmann Capital Advisory Group 0.21% Add +1.8% 36,724 $2.9M
Penobscot Investment Management Company, Inc. 0.28% Add +17.1% 36,598 $2.9M
Ashford Advisors, LLC 0.70% No change 36,534 $2.9M
Pettinga Financial Advisors LLC 0.71% Reduce -0.8% 36,353 $2.8M
Laurel Wealth Advisors LLC 0.50% Reduce -4.1% 36,187 $2.8M
FAS Wealth Partners, Inc. 0.24% Add +1.6% 36,143 $2.8M
Curbstone Financial Management Corp 0.61% Reduce -0.5% 36,143 $2.8M
Thrive Wealth Management, LLC 0.55% Add +7.2% 35,939 $2.8M
Neumann Capital Management, LLC 0.96% Reduce -8.9% 35,669 $2.8M
Avior Wealth Management, LLC 0.12% Add +37.3% 35,467 $2.8M
Etesian Wealth Advisors, Inc. 1.56% Reduce -3.8% 35,445 $2.8M
Farmers Trust Co. 0.56% Add +0.7% 35,439 $2.8M
Jmac Enterprises LLC 0.49% Add +0.1% 35,431 $2.8M
Parallax Volatility Advisers, L.P. 0.08% Reduce -79.9% 35,406 $2.8M
Evanson Asset Management, LLC 0.20% Add +0.2% 35,348 $2.8M
&partners 0.12% Add +129.4% 35,226 $2.8M
Cape Cod Five Cents Savings Bank 0.26% Reduce -3.6% 34,825 $2.7M
Mgo One Seven LLC 0.13% Reduce -3.0% 34,772 $2.7M
Cliftonlarsonallen Wealth Advisors, LLC 0.06% Add +4.5% 34,751 $2.7M
First Nebraska Trust Co 0.28% Reduce -2.3% 34,468 $2.7M
Klingman & Associates, LLC 0.18% Add +3.9% 34,287 $2.7M
Roble, Belko & Company, Inc 0.45% No change 34,133 $2.7M
Western Wealth Management, LLC 0.20% Add +42.0% 34,096 $2.7M
Arkadios Wealth Advisors 0.18% Add +141.2% 34,074 $2.7M
Rovin Capital /Ut/ 1.11% Add +42.0% 33,882 $2.7M
Ironwood Wealth Management, LLC. 0.87% Reduce -0.5% 33,837 $2.7M
Probity Advisors, Inc. 0.55% Reduce -0.1% 33,775 $2.6M
Clear Creek Financial Management, LLC 0.32% Reduce -2.2% 33,744 $2.6M
InTrack Investment Management Inc 1.88% Reduce -7.3% 33,676 $2.6M
Connor, Clark & Lunn Investment Management Ltd. 0.01% No change 33,278 $2.6M
Grey Fox Wealth Advisors, LLC 0.91% Add +0.5% 33,208 $2.6M
NWF Advisory Services Inc. 0.41% Reduce -5.0% 33,115 $2.6M
Appleton Partners Inc. 0.20% Reduce -1.6% 33,109 $2.6M
Sageworth Trust Co 0.16% No change 32,824 $2.6M
STRS Ohio 0.01% No change 32,800 $2.6M
Three Bridge Wealth Advisors, LLC 1.01% Add +38.0% 32,620 $2.6M
Urban Financial Advisory Corp 1.56% Reduce -14.5% 32,587 $2.6M
Orgel Wealth Management, LLC 0.07% New 32,473 $2.5M
Manchester Capital Management LLC 0.30% Add +24.7% 32,365 $2.5M
Boltwood Capital Management 0.79% Add +0.2% 32,332 $2.5M
Cary Street Partners Investment Advisory LLC 0.10% Add +9.3% 32,312 $2.5M
Capital Group Private Client Services, Inc. 0.03% Add +3.0% 32,119 $2.5M
Community Bank, N.A. 0.33% Reduce -2.1% 32,060 $2.5M
AQR Capital Management 0.00% Add +108.1% 31,966 $2.5M
Richwood Investment Advisors, LLC 2.18% Reduce -2.6% 31,831 $2.5M
Sound Income Strategies, LLC 0.17% Add +16510.0% 31,725 $2.5M
Unionview, LLC 2.03% Add +4.6% 31,683 $2.5M
Nexus Investment Management ULC 0.26% No change 31,550 $2.5M
Marquette Asset Management, LLC 0.42% Reduce -8.6% 31,378 $2.5M
Hiley Hunt Wealth Management 1.52% Reduce -1.0% 31,363 $2.5M
Financial Insights, Inc. 0.68% Add +4.7% 31,344 $2.5M
Stratos Wealth Partners, LTD. 0.04% Reduce -9.0% 31,287 $2.5M
Acas, LLC 2.13% Reduce -6.1% 30,424 $2.4M
William Howard & Co Financial Advisors Inc 2.25% Reduce -1.5% 31,046 $2.4M
Fidelis Capital Partners, LLC 0.35% Add +5.0% 32,067 $2.4M
Lion Street Advisors, LLC 0.90% Reduce -3.5% 31,001 $2.4M
CFS Investment Advisory Services, LLC 0.19% New 30,522 $2.4M
Retirement Income Solutions, Inc. 0.58% Reduce -22.8% 30,495 $2.4M
White Pine Capital LLC 0.90% Add +0.9% 30,204 $2.4M
Bordeaux Wealth Advisors LLC 0.45% Add +249.0% 30,174 $2.4M
WBH Advisory Inc. 0.24% Add +0.0% 30,136 $2.4M
Chartwell Investment Partners, LLC 0.08% Add +42.5% 30,093 $2.4M
Legacy Trust 0.58% Add +3.3% 30,004 $2.4M
Abbrea Capital, LLC 0.31% Reduce -2.5% 29,950 $2.3M
Woodstock Corp. 0.24% Reduce -21.3% 29,885 $2.3M
Welch & Forbes LLC 0.03% Add +2.0% 29,421 $2.3M
Lyell Wealth Management, LP 0.22% Reduce -12.1% 29,667 $2.3M
Rebalance, LLC 0.19% Add +0.4% 29,644 $2.3M
Country Trust Bank 0.06% Reduce -5.6% 29,563 $2.3M
First National Bank of Omaha 0.15% Reduce -0.1% 29,546 $2.3M
Bremer Bank National Association 0.45% Reduce -17.7% 29,529 $2.3M
GS Investments, Inc. 1.09% Reduce -0.9% 29,481 $2.3M
Northwest Investment Counselors, LLC 0.58% Add +0.7% 29,418 $2.3M
Matrix Private Capital Group LLC 1.44% Add +2.3% 29,315 $2.3M
Montecito Bank & Trust 0.46% No change 29,163 $2.3M
Farther Finance Advisors, LLC 0.11% Add +1.1% 29,106 $2.3M
Mizuho Markets Americas LLC 0.06% Reduce -9.9% 29,055 $2.3M
MPS Loria Financial Planners, LLC 0.73% Add +2.6% 29,016 $2.3M
BLB&B Advisors, LLC 0.12% No change 28,787 $2.3M
Financial Synergies Wealth Advisors, Inc. 0.30% Add +0.8% 28,775 $2.3M
Belvedere Trading LLC 0.12% Reduce -46.4% 28,699 $2.2M
Annandale Capital, LLC 0.46% Reduce -4.5% 28,337 $2.2M
Lanark Financial, Inc. 0.20% Add +1.9% 28,223 $2.2M
Betterment LLC 0.01% Add +41.1% 28,004 $2.2M
Nuveen Asset Management, LLC 0.00% Add +1.6% 27,932 $2.2M
Keeley-Teton Advisors, LLC 0.28% No change 27,863 $2.2M
Bar Harbor Wealth Management 0.14% Reduce -1.1% 27,771 $2.2M
Bahl & Gaynor LLC 0.01% Reduce -11.2% 27,678 $2.2M
Maple Capital Management, Inc. 0.18% Add +24.1% 27,662 $2.2M
Bank of Hawaii 0.10% Reduce -11.3% 27,652 $2.2M
Glenview Trust Co 0.04% Reduce -5.4% 27,560 $2.2M
Busey Bank 0.07% Reduce -13.1% 27,537 $2.2M
Biltmore Family Office, LLC 0.40% Reduce -0.5% 27,478 $2.2M
CM Wealth Advisors LLC 1.02% Reduce -1.3% 27,398 $2.1M
Coordinated Financial Services, Inc. 1.86% Reduce -3.1% 27,383 $2.1M
BigSur Wealth Management LLC 0.66% No change 27,338 $2.1M
KMG Fiduciary Partners, LLC 0.21% Add +0.0% 27,298 $2.1M
Private Wealth Advisors, LLC 0.93% Add +11.5% 27,212 $2.1M
Westshore Wealth, LLC 0.88% Add +1.1% 27,099 $2.1M
Embree Financial Group 0.41% Reduce -1.6% 27,090 $2.1M
Denver PWM, LLC 0.84% Reduce -0.8% 27,039 $2.1M
Visionary Wealth Advisors 0.14% Add +2.7% 26,984 $2.1M
Smith Anglin Financial, LLC 0.21% Reduce -0.7% 26,938 $2.1M
Associated Banc-Corp 0.07% Add +4.5% 26,912 $2.1M
Atlas Brown,Inc. 0.75% Reduce -2.6% 26,871 $2.1M
EFG Asset Management (Americas) Corp. 0.41% Add +0.1% 26,567 $2.1M
Pallas Capital Advisors LLC 0.09% Reduce -1.5% 25,997 $2.1M
Quadrant Capital Group LLC 0.15% Add +44.6% 26,529 $2.1M
OneDigital Investment Advisors LLC 0.03% Add +5.8% 26,446 $2.1M
Advisor OS, LLC 0.23% Add +2.0% 26,381 $2.1M
Washington Trust Advisors, Inc. 0.19% No change 26,381 $2.1M
Dohj, LLC 0.51% Add +12.2% 26,202 $2.1M
Parsons Capital Management Inc. 0.14% Reduce -4.4% 26,196 $2.1M
Principal Securities, Inc. 0.06% Add +43.8% 26,096 $2.0M
Wade Financial Advisory, Inc 0.73% No change 26,071 $2.0M
Transcend Capital Advisors, LLC 0.15% Add +106.2% 26,068 $2.0M
Congress Asset Management Co. 0.01% Reduce -0.6% 26,055 $2.0M
First National Corp. /Ma/ 0.49% Reduce -26.7% 26,029 $2.0M
Bank of New Hampshire 0.53% No change 25,992 $2.0M
Wolf Group Capital Advisors 0.80% Reduce -25.5% 25,831 $2.0M
Harbor Advisory Corp. 0.70% No change 25,786 $2.0M
Arcadia Investment Advisors LLC 1.15% Reduce -0.5% 25,776 $2.0M
Naples Global Advisors, LLC 0.20% No change 25,754 $2.0M
Bryn Mawr Trust Advisors, LLC 0.11% Reduce -2.5% 25,657 $2.0M
Horizons Wealth Management 1.60% Reduce -0.3% 25,265 $2.0M
Rothschild Investment LLC 0.14% Add +0.0% 25,593 $2.0M
Fairway Wealth LLC 1.18% Reduce -9.2% 25,565 $2.0M
Brightwater Advisory LLC 1.55% Reduce -2.0% 25,554 $2.0M
Gries Financial LLC 0.41% Reduce -3.0% 25,507 $2.0M
Bank Ozk 0.86% Reduce -2.0% 25,430 $2.0M
Westmount Partners, LLC 0.65% Add +2.9% 25,225 $2.0M
Boyd Watterson Asset Management LLC 0.57% Reduce -0.6% 25,182 $2.0M
Quotient Wealth Partners, LLC 0.07% Reduce -1.3% 25,171 $2.0M
Triasima Portfolio Management inc. 0.18% Add +0.9% 25,135 $2.0M
Tobias Financial Advisors, Inc. 0.42% Add +1.4% 25,080 $2.0M
Great Waters Wealth Management 0.30% Add +0.3% 24,988 $2.0M
GEM Asset Management, LLC 1.22% No change 24,974 $2.0M
Ameritas Advisory Services, LLC 0.07% Reduce -1.1% 24,826 $1.9M
Hoylecohen, LLC 0.15% Reduce -17.4% 24,824 $1.9M
Axiom Financial Strategies, LLC 1.26% No change 24,672 $1.9M
Private Ocean, LLC 0.17% Add +4.1% 24,655 $1.9M
HFG Advisors, Inc. 1.80% Add +4.6% 24,628 $1.9M
Shoker Investment Counsel, Inc. 0.68% Reduce -1.7% 24,502 $1.9M
Graypoint LLC 0.13% Add +27.2% 24,485 $1.9M
Columbia Bank 0.74% Reduce -0.3% 24,478 $1.9M
True Link Financial Advisors, LLC 0.18% Reduce -9.8% 24,443 $1.9M
Global Strategic Investment Solutions, LLC 0.23% Add +1.3% 24,384 $1.9M
Motco 0.11% Reduce -15.3% 24,357 $1.9M
RiverGlades Family Offices LLC 1.47% Reduce -2.5% 24,106 $1.9M
Townsquare Capital LLC 0.03% Add +4.6% 24,027 $1.9M
Hall Laurie J Trustee 0.65% Reduce -0.4% 23,825 $1.9M
Hillman Capital Management, Inc. 0.66% Reduce -1.8% 23,756 $1.9M
Legacies Wealth LLC 1.63% No change 23,748 $1.9M
Newport Capital Group, LLC 1.47% — 23,681 $1.9M
KG Capital Management 0.64% Add +2.5% 23,579 $1.8M
River Wealth Advisors LLC 0.26% Reduce -10.1% 23,339 $1.8M
Latitude Advisors, LLC 1.11% Reduce -11.3% 23,282 $1.8M
Steph & Co. 0.62% Add +10.7% 23,251 $1.8M
Sowa Financial Group, Inc. 1.37% Reduce -16.2% 23,119 $1.8M
Jefferies Financial Group Inc. 0.04% New 23,110 $1.8M
SOA Wealth Advisors, LLC. 0.36% Add +57.0% 23,085 $1.8M
Atticus Wealth Management, LLC 0.59% Reduce -9.9% 23,040 $1.8M
Berkshire Asset Management LLC 0.09% No change 22,791 $1.8M
Forte Asset Management LLC 1.05% Reduce -6.2% 22,780 $1.8M
Mayflower Financial Advisors, LLC 0.29% Reduce -2.4% 22,750 $1.8M
Eukles Asset Management 0.77% Add +0.7% 22,576 $1.8M
Optas, LLC 0.45% No change 22,540 $1.8M
Goelzer Investment Management, Inc. 0.10% Reduce -0.4% 22,523 $1.8M
LFA - Lugano Financial Advisors SA 1.34% No change 22,482 $1.8M
Resonant Capital Advisors, LLC 0.14% No change 22,319 $1.7M
Rockland Trust Co. 0.09% Reduce -12.0% 22,306 $1.7M
Seven Post Investment Office LP 0.32% No change 22,273 $1.7M
Edge Financial Advisors LLC 1.81% Reduce -7.2% 22,262 $1.7M
Nicholas Hoffman & Company, LLC. 0.08% Reduce -2.5% 22,219 $1.7M
MIdWestOne Financial Group, Inc. 0.31% Reduce -6.5% 22,145 $1.7M
James J. Burns & Company, LLC 0.34% Add +37.4% 22,109 $1.7M
Florida Trust Wealth Management Co 0.06% Add +1.1% 22,108 $1.7M
Ellis Investment Partners, LLC 0.37% Add +10.3% 22,069 $1.7M
Clarus Wealth Advisors 0.91% Reduce -46.0% 21,391 $1.7M
Bank of Marin 1.47% Reduce -16.4% 21,806 $1.7M
Merit Financial Group, LLC 0.04% Reduce -1.9% 21,703 $1.7M
Virtue Capital Management, LLC 0.29% New 21,246 $1.7M
Chilton Capital Management LLC 0.08% Reduce -1.0% 21,654 $1.7M
Sigma Planning Corp 0.05% Add +50.0% 21,532 $1.7M
Colony Family Offices, LLC 0.54% Add +3.0% 21,459 $1.7M
Hubbell Strickland Wealth Management, LLC 0.84% Reduce -0.1% 21,335 $1.7M
Joel Isaacson & Co., LLC 0.09% Reduce -0.2% 21,316 $1.7M
Carnegie Investment Counsel 0.05% Reduce -1.5% 21,312 $1.7M
Strategy Asset Managers LLC 0.37% Add +30.4% 23,006 $1.7M
Abacus Planning Group, Inc. 0.32% Reduce -5.7% 21,293 $1.7M
Triton Financial Group Inc 1.17% Add +0.2% 21,253 $1.7M
Leith Wheeler Investment Counsel Ltd. 0.14% No change 21,235 $1.7M
Smithfield Trust Co 0.09% Reduce -0.2% 21,176 $1.7M
Cahill Financial Advisors Inc. 0.23% Add +0.8% 21,136 $1.7M
Twele Capital Management, Inc. 0.38% No change 21,131 $1.7M
CX Institutional 0.08% Add +0.8% 21,041 $1.6M
Greenline Partners, LLC 0.25% No change 20,995 $1.6M
Oakwell Private Wealth Management, LLC 0.46% No change 20,965 $1.6M
GYL Financial Synergies, LLC 0.13% Reduce -2.2% 20,953 $1.6M
Peoples Bank 0.85% Reduce -2.4% 20,886 $1.6M
Athena Investment Management 0.99% Reduce -0.1% 20,869 $1.6M
Bedel Financial Consulting, Inc. 0.24% Add +2.2% 20,868 $1.6M
Dynamic Advisor Solutions LLC 0.05% Reduce -1.8% 20,865 $1.6M
Harbour Capital Advisors, LLC 0.39% No change 20,710 $1.6M
Fusion Family Wealth, LLC 0.17% Add +0.0% 20,724 $1.6M
Concourse Financial Group Securities, Inc. 0.10% Add +853.9% 20,605 $1.6M
Fairman Group, LLC 1.63% Add +1.8% 20,501 $1.6M
Davidson Trust Co. 1.10% No change 20,433 $1.6M
Criterion Capital Advisors, LLC 1.00% Add +0.0% 20,259 $1.6M
Morris Financial Concepts, Inc. 0.76% Add +1.2% 20,144 $1.6M
Washington Trust Bank 0.16% Reduce -0.1% 20,137 $1.6M
Summit Securities Group LLC 0.60% New 20,100 $1.6M
Davis R M Inc. 0.03% Reduce -2.5% 19,974 $1.6M
Anchor Capital Advisors LLC 0.04% No change 19,968 $1.6M
Osborne Partners Capital Management, LLC 0.09% Add +5.2% 19,874 $1.6M
Perennial Investment Advisors, LLC 0.22% Add +3.9% 19,779 $1.5M
Private Capital Management LLC 0.31% Reduce -0.6% 19,744 $1.5M
Windsor Capital Management, LLC 0.48% Add +0.5% 19,655 $1.5M
ProVise Management Group, LLC 0.13% Reduce -19.9% 19,518 $1.5M
Frank, Rimerman Advisors LLC 0.11% Reduce -2.5% 19,460 $1.5M
Capital Analysts, LLC 0.07% Reduce -0.3% 19,443 $1.5M
LMCG Investments, LLC 0.09% Reduce -65.8% 19,402 $1.5M
Roman Butler Fullerton & Co. 0.49% New 18,696 $1.5M
Farmers & Merchants Trust Co of Chambersburg PA 0.61% Add +13.1% 19,186 $1.5M
Mather Group, Llc. 0.02% Add +15.9% 18,704 $1.5M
Texas Capital Bancshares Inc 0.61% Reduce -3.0% 18,898 $1.5M
State of Tennessee, Department of Treasury 0.01% New 18,871 $1.5M
Americana Partners, LLC 0.12% New 18,864 $1.5M
Dentgroup LLC 1.19% Reduce -11.1% 18,835 $1.5M
Live Oak Private Wealth LLC 0.25% No change 18,811 $1.5M
Plante Moran Financial Advisors, LLC 0.15% Reduce -17.5% 18,768 $1.5M
Tennessee Valley Asset Management Partners 0.28% Add +0.1% 18,746 $1.5M
Indiana Trust & Investment Management Co 0.54% Reduce -5.4% 18,640 $1.5M
Pointe Capital Management LLC 0.90% Add +3.5% 18,589 $1.5M
Fort Washington Investment Advisors Inc. 0.01% Reduce -76.9% 18,502 $1.4M
First Bancorp, Inc 1.07% Reduce -0.9% 18,471 $1.4M
Prio Wealth Limited Partnership 0.04% Reduce -2.6% 18,457 $1.4M
Cobblestone Capital Advisors LLC 0.09% Reduce -2.8% 18,404 $1.4M
VeraBank, N.A. 0.45% Reduce -10.2% 18,401 $1.4M
Concurrent Investment Advisors, LLC 0.05% Add +332.4% 18,391 $1.4M
North Star Investment Management Corp. 0.11% Reduce -0.2% 18,349 $1.4M
Well Done, LLC 0.30% Add +1.8% 18,306 $1.4M
Chemung Canal Trust Co. 0.28% Reduce -0.9% 18,281 $1.4M
Northeast Financial Consultants Inc 0.07% Add +101.9% 18,268 $1.4M
CIC Wealth, LLC 0.39% Reduce -2.1% 18,191 $1.4M
Headinvest, LLC 0.28% Reduce -1.6% 18,132 $1.4M
Cassady Schiller Wealth Management, LLC 0.58% Add +0.1% 18,117 $1.4M
Simon Quick Advisors, LLC 0.10% Add +0.1% 18,110 $1.4M
Midland Wealth Advisors, LLC 0.08% Add +0.6% 18,058 $1.4M
Gladstone Institutional Advisory LLC 0.07% Add +1.7% 17,993 $1.4M
Aptus Capital Advisors, LLC 0.03% Add +37.9% 17,978 $1.4M
Trust Co. of Vermont 0.08% Add +3.9% 17,903 $1.4M
Exencial Wealth Advisors, LLC 0.05% Reduce -17.9% 17,842 $1.4M
Fifth Third Securities, Inc. 0.13% Add +35.1% 17,821 $1.4M
Wedbush Securities Inc. 0.05% Add +6.5% 17,785 $1.4M
Smith, Moore & Co. 0.14% Add +0.6% 17,784 $1.4M
SouthState Bank Corp 0.10% Reduce -3.2% 17,761 $1.4M
Advisor Resource Council 1.83% Reduce -40.3% 17,743 $1.4M
Trinity Financial Advisors LLC 0.62% Add +0.3% 17,556 $1.4M
Eagle Global Advisors LLC 0.07% Add +4.8% 17,400 $1.4M
Strategic Investment Advisors / MI 0.17% Reduce -15.6% 17,359 $1.4M
Orrstown Financial Services Inc. 0.71% Reduce -2.8% 17,274 $1.4M
Greenfield Savings Bank 0.70% Reduce -1.0% 17,273 $1.4M
Avantax Planning Partners, Inc. 0.04% Add +0.1% 17,207 $1.3M
Ledyard National Bank 0.13% Reduce -8.7% 17,193 $1.3M
Wedmont Private Capital 0.08% Add +2.4% 16,443 $1.3M
Affiance Financial, LLC 0.35% No change 17,073 $1.3M
Regal Investment Advisors LLC 0.09% Add +4.5% 17,054 $1.3M
Victory Financial Group, LLC 0.62% Reduce -4.2% 17,031 $1.3M
Financial Advocates Investment Management 0.08% Reduce -85.3% 16,948 $1.3M
Focus Financial Network, Inc. 0.06% Reduce -4.0% 16,423 $1.3M
Insigneo Advisory Services, LLC 0.15% Reduce -11.0% 17,492 $1.3M
Sequoia Financial Advisors, LLC 0.02% Reduce -9.8% 16,812 $1.3M
Gotham Asset Management 0.02% Add +31.7% 16,706 $1.3M
Tortoise Investment Management, LLC 0.15% Reduce -0.3% 16,671 $1.3M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.04% Add +6.5% 16,670 $1.3M
Waldron Private Wealth LLC 0.06% Add +0.2% 16,663 $1.3M
Evergreen Capital Management LLC 0.05% Add +8.9% 16,605 $1.3M
First Merchants Corp. 0.05% No change 16,509 $1.3M
Alterna Wealth Management, Inc. 1.13% Add +34.2% 16,411 $1.3M
Legacy Bridge, LLC 0.76% No change 16,400 $1.3M
Hollencrest Capital Management 0.06% No change 16,318 $1.3M
Builder Investment Group Inc. 0.35% Reduce -0.6% 16,317 $1.3M
Mma Asset Management LLC 0.59% Add +6.9% 16,197 $1.3M
Legacy Capital Wealth Partners, LLC 0.32% New 16,158 $1.3M
Fsa Wealth Partners, Inc. 0.35% Add +4.3% 16,130 $1.3M
Stordahl Capital Management, Inc. 0.32% Reduce -0.7% 16,110 $1.3M
Firestone Capital Management 0.34% Add +1.1% 16,102 $1.3M
Schechter Investment Advisors, LLC 0.10% No change 16,092 $1.3M
Narus Financial Partners, LLC 0.51% Reduce -5.0% 16,086 $1.3M
TCI Wealth Advisors, Inc. 0.12% Add +0.4% 16,034 $1.3M
Tompkins Financial Corp. 0.13% Reduce -9.2% 15,972 $1.3M
Lee Danner & Bass Inc. 0.10% — 15,949 $1.2M
Hemington Wealth Management 0.42% No change 15,858 $1.2M
Moors & Cabot, Inc. 0.07% Add +8.4% 15,804 $1.2M
GC Wealth Management RIA, LLC 0.24% Reduce -1.1% 15,717 $1.2M
ORBA Wealth Advisors, L.L.C. 0.64% Add +1.8% 15,706 $1.2M
Sunburst Financial Group, LLC 0.33% Reduce -0.6% 15,659 $1.2M
Lowe Brockenbrough & Co. Inc. 0.08% No change 15,609 $1.2M
Eagle Rock Investment Company, LLC 0.22% Reduce -2.7% 15,577 $1.2M
Apexium Financial, LP 0.09% Add +19.5% 15,573 $1.2M
Cahaba Wealth Management, Inc. 0.11% Reduce -1.0% 15,521 $1.2M
Prosperity Consulting Group, LLC 0.16% Reduce -7.9% 15,445 $1.2M
Contravisory Investment Management, Inc. 0.27% Reduce -22.2% 15,355 $1.2M
Matrix Asset Advisors Inc. 0.14% Add +0.9% 15,277 $1.2M
Paladin Advisory Group, LLC 0.93% Reduce -1.8% 15,167 $1.2M
Cambridge Advisors Inc. 0.28% Add +4.1% 15,186 $1.2M
Diversified Portfolios, Inc. 0.16% No change 15,113 $1.2M
Private Trust Co. NA 0.13% Reduce -40.5% 15,099 $1.2M
AdvisorNet Financial, Inc 0.11% Add +24.3% 15,037 $1.2M
Legacy Capital Group California, Inc. 0.42% Reduce -5.9% 15,000 $1.2M
Long Road Investment Counsel, LLC 0.51% No change 14,990 $1.2M
Procyon Advisors, LLC 0.09% Add +3.2% 14,907 $1.2M
Global Trust Asset Management, LLC 0.47% No change 14,893 $1.2M
Franklin, Parlapiano, Turner & Welch, LLC 0.32% No change 14,893 $1.2M
Archvest Wealth Advisors, Inc. 0.77% No change 14,787 $1.2M
Henrickson Nauta Wealth Advisors, Inc. 0.49% No change 14,632 $1.1M
MBA Advisors LLC 0.59% No change 14,625 $1.1M
Haverford Trust Co 0.01% Reduce -3.6% 14,620 $1.1M
Zhang Financial LLC 0.08% Add +0.0% 14,580 $1.1M
LaSalle St. Investment Advisors, LLC 0.57% Add +9.7% 14,583 $1.1M
Towerpoint Wealth, LLC 0.57% Reduce -0.3% 14,525 $1.1M
Sunflower Bank, N.A. 0.27% Reduce -0.1% 14,506 $1.1M
Sandy Cove Advisors, LLC 0.50% Add +0.9% 14,474 $1.1M
Emprise Bank 0.70% Reduce -25.2% 14,452 $1.1M
Del-Sette Capital Management, LLC 0.92% Reduce -7.8% 14,300 $1.1M
Benjamin F. Edwards & Company, Inc. 0.02% Add +846.8% 14,136 $1.1M
Valued Retirements, Inc. 1.67% No change 14,071 $1.1M
Chapin Davis, Inc. 0.38% Add +1.1% 14,055 $1.1M
Sovereign Financial Group, Inc. 0.27% Reduce -1.9% 14,048 $1.1M
City Center Advisors, LLC 1.29% No change 13,747 $1.1M
JARISLOWSKY, FRASER Ltd 0.01% Reduce -1.0% 14,000 $1.1M
Blue Trust, Inc. 0.01% No change 13,728 $1.1M
Condor Capital Management 0.10% Reduce -1.1% 13,984 $1.1M
Corundum Trust Company, INC 3.17% — 13,914 $1.1M
Saxon Interests, Inc. 0.52% Add +27.5% 13,902 $1.1M
Summit Asset Management, LLC 0.13% Add +0.6% 13,888 $1.1M
Kingfisher Capital LLC 0.26% No change 13,881 $1.1M
Members Trust Co 0.03% Reduce -6.3% 13,829 $1.1M
Red Tortoise LLC 0.59% Reduce -0.3% 13,764 $1.1M
Lwmg, LLC 0.23% Reduce -0.6% 13,747 $1.1M
Beaumont Financial Advisors, LLC 0.08% Reduce -7.1% 13,554 $1.1M
Cynosure Group, LLC 0.17% Reduce -15.0% 13,554 $1.1M
Trust Point Inc. 0.09% Reduce -0.2% 13,538 $1.1M
Roberts Glore & Co. Inc. 0.32% New 13,496 $1.1M
Savior LLC 5.45% New 13,370 $1.0M
Stockman Wealth Management, Inc. 0.18% Reduce -4.5% 13,339 $1.0M
Manhattan West Asset Management, LLC 0.28% Reduce -51.8% 13,311 $1.0M
Turtle Creek Wealth Advisors, LLC 0.24% Reduce -47.5% 13,285 $1.0M
GFS Advisors, LLC 0.17% Add +2428.9% 337,000 $1.0M
FDx Advisors, Inc. 0.29% Reduce -4.1% 13,245 $1.0M
Rossmore Private Capital 0.14% Add +0.2% 13,209 $1.0M
Moody LYNN Lieberson & Walker, LLC 0.07% No change 13,178 $1.0M
Enterprise Bank & Trust Co 0.35% Reduce -0.6% 13,118 $1.0M
Journey Strategic Wealth LLC 0.04% New 13,118 $1.0M
Sentinel Trust Co. Lba 0.12% No change 12,931 $1.0M
Thomasville National Bank 0.08% Reduce -4.3% 12,905 $1.0M
IFG Advisory, LLC 0.06% Add +2.6% 12,879 $1.0M
SC&H Financial Advisors, Inc. 0.25% Add +0.7% 12,813 $1.0M
Main Street Financial Solutions, LLC 0.09% Reduce -4.7% 12,799 $1.0M
Capasso Planning Partners LLC 0.32% Reduce -26.6% 12,760 $999K
Brandywine Oak Private Wealth LLC 0.10% No change 12,743 $998K
Capital Investment Advisors, LLC 0.02% Reduce -18.0% 12,688 $994K
Earnest Partners LLC 0.00% No change 12,687 $994K
Woodmont Investment Counsel LLC 0.08% No change 12,672 $993K
Trust Co 0.13% No change 12,647 $991K
Brass Tax Wealth Management, Inc. 0.19% Add +15.9% 12,639 $990K
TNF LLC 0.36% No change 12,514 $987K
German American Bancorp, Inc. 0.11% Add +16.4% 12,576 $985K
Absolute Capital Management, LLC 0.60% New 12,574 $985K
Viewpoint Capital Management LLC 0.60% No change 12,540 $982K
Northeast Investment Management 0.05% No change 12,533 $982K
Palumbo Wealth Management LLC 0.41% Reduce -10.9% 12,495 $979K
DF Dent & Co. Inc. 0.01% Reduce -2.2% 12,468 $977K
Easterly Investment Partners LLC 0.09% Reduce -4.7% 12,461 $976K
Baron Wealth Management LLC 0.51% Add +1.3% 12,455 $976K
Pitcairn Co. 0.06% Add +5.5% 12,422 $973K
Holistic Financial Partners 0.49% Reduce -2.6% 12,409 $972K
Harvest Investment Services, LLC 0.38% New 12,386 $970K
Lansing Street Advisors 0.40% Add +1.6% 12,362 $968K
Innova Wealth Partners 0.69% Reduce -70.0% 12,358 $968K
Syntrinsic LLC 0.32% No change 12,316 $965K
Sapient Capital LLC 0.02% Add +10.5% 12,282 $962K
High Net Worth Advisory Group LLC 0.29% No change 12,250 $960K
Aspen Investment Management Inc 0.48% No change 12,208 $956K
TCV Trust & Wealth Management, Inc. 0.09% Reduce -7.0% 12,134 $950K
Wealth Alliance, LLC 0.12% Reduce -31.8% 12,060 $945K
Patten Group, Inc. 0.22% Reduce -3.8% 12,050 $944K
Norden Group LLC 0.19% Reduce -17.6% 12,046 $944K
Capital Planning Advisors, LLC 0.16% No change 12,015 $941K
Claro Advisors Inc. 0.15% Reduce -24.7% 11,970 $938K
Garde Capital, Inc. 0.06% Reduce -4.5% 11,912 $933K
GW&K Investment Management, LLC 0.01% No change 11,898 $932K
Patriot Investment Management Group, Inc. 0.07% Reduce -5.6% 11,792 $924K
Thoroughbred Financial Services, LLC 0.06% Add +97.1% 11,752 $920K
Texas Yale Capital Corp. 0.04% Add +0.0% 11,740 $920K
Tiemann Investment Advisors, LLC 0.41% Reduce -7.2% 11,697 $916K
Empower Advisory Group, LLC 0.00% Reduce -11.3% 11,675 $915K
Wealthspire Retirement, LLC 0.08% Reduce -1.6% 11,653 $913K
Cyndeo Wealth Partners, LLC 0.07% Reduce -1.5% 11,631 $911K
Rogco, LP 0.37% Reduce -15.8% 11,582 $907K
Ameritas Investment Partners, Inc. 0.03% No change 11,568 $906K
Montag & Caldwell, LLC 0.18% Add +127.8% 11,512 $902K
Ironwood Investment Counsel, LLC 0.16% No change 11,508 $901K
Adirondack Trust Co. 0.37% Add +0.5% 11,508 $901K
Breakwater Capital Group 0.20% Add +3.7% 11,504 $901K
MBL Wealth, LLC 0.10% Reduce -1.8% 11,500 $901K
Levy Wealth Management Group, LLC 0.23% Reduce -1.1% 11,498 $901K
TCW Group Inc. 0.01% Reduce -3.0% 11,460 $898K
Keystone Wealth Services, LLC 0.28% Add +1.2% 11,449 $897K
O'shaughnessy Asset Management, LLC 0.01% Add +92.8% 11,363 $890K
WealthShield Partners, LLC 0.13% Add +0.0% 11,282 $884K
Ritter Daniher Financial Advisory LLC / DE 0.28% Reduce -1.8% 11,275 $883K
Physician Wealth Advisors, Inc. 0.16% Add +0.2% 10,837 $881K
Waypoint Capital Advisors, LLC 0.22% No change 11,230 $880K
O'Dell Group, LLC 0.21% No change 10,974 $876K
Partners in Financial Planning 0.19% Add +0.3% 11,164 $874K
Private Client Services, LLC 0.55% Add +0.1% 11,103 $870K
Salem Investment Counselors Inc. 0.03% Add +2.5% 11,080 $868K
Wells Trecaso Financial Group, LLC 0.30% Reduce -5.2% 11,043 $865K
American National Bank & Trust 0.11% No change 11,038 $865K
Truefg, LLC 0.31% Add +0.9% 11,031 $864K
Financial Partners Group, LLC 0.33% Reduce -1.6% 10,974 $860K
Highland Capital Management, LLC 0.05% Reduce -0.8% 10,953 $858K
Montis Financial, LLC 0.39% No change 10,860 $851K
Greenup Street Wealth Management LLC 0.20% No change 10,818 $847K
Truepoint, Inc. 0.02% No change 10,786 $845K
Camden National Bank 0.13% Add +63.8% 10,779 $844K
Savvy Advisors, Inc. 0.27% Add +20.7% 10,724 $840K
World Investment Advisors 0.05% Add +29.9% 10,720 $840K
Wintrust Investments LLC 0.07% Reduce -0.8% 10,708 $839K
Central Valley Advisors, LLC 0.36% Reduce -47.8% 2,358 $839K
Curated Wealth Partners LLC 0.12% — 10,675 $836K
SPC Financial, Inc. 0.08% Add +8.3% 10,641 $834K
Colonial Trust Co / SC 0.15% Add +15.5% 10,624 $832K
Avity Investment Management Inc. 0.07% Reduce -3.9% 10,593 $830K
Quantinno Capital Management LP 0.01% New 10,580 $829K
Private Wealth Group, LLC 0.43% No change 10,569 $828K
KFA Private Wealth Group, LLC 0.43% Reduce -71.2% 10,547 $826K
MidAtlantic Capital Management, Inc. 0.69% Add +372.3% 10,542 $826K
Essex Bank 0.22% Add +37.7% 10,541 $826K
Disciplined Investments, LLC 0.44% Reduce -1.0% 10,498 $822K
Cary Street Partners Asset Management LLC 0.12% Add +5.0% 10,477 $821K
Fca Corp. 0.26% Reduce -0.9% 10,449 $818K
LCNB Corp. 0.30% No change 10,404 $815K
WealthBridge Capital Management, LLC 0.27% New 10,385 $813K
McIlrath & Eck, LLC 0.12% Reduce -8.7% 10,368 $812K
Charles Schwab Investment Management Inc. 0.00% Reduce -54.7% 10,366 $812K
Stephenson & Company, Inc. 0.60% No change 10,306 $807K
WMG Financial Advisors, LLC 0.43% Reduce -32.4% 10,306 $807K
SageView Advisory Group, LLC 0.05% New 10,271 $805K
Doliver Advisors, LP 0.22% Reduce -4.9% 10,250 $803K
tru Independence LLC 0.24% Reduce -1.5% 10,245 $802K
Shayne & Jacobs, LLC 0.22% No change 10,243 $802K
Kanawha Capital Management LLC 0.06% Add +5.9% 10,230 $801K
Montag A & Associates Inc. 0.04% Reduce -1.9% 10,208 $800K
Pine Haven Investment Counsel, Inc 0.69% No change 10,197 $799K
Independent Advisor Alliance 0.03% Add +0.9% 10,176 $797K
Aspen Grove Capital, LLC 0.19% Add +33.8% 10,149 $795K
Beacon Bank & Trust 0.20% Reduce -5.8% 10,148 $795K
Cypress Capital Group 0.10% Reduce -1.9% 10,126 $793K
Assetmark, Inc. 0.00% Add +22.9% 10,113 $792K
Ullmann Wealth Partners Group, LLC 0.11% No change 10,102 $791K
ESL Trust Services, LLC 0.19% No change 10,072 $789K
Macquarie Group Ltd. 0.00% Reduce -64.8% 10,062 $788K
Park National Corp. 0.03% Reduce -4.4% 10,049 $787K
Peterson Wealth Advisors, LLC 0.16% Reduce -0.7% 10,017 $785K
BlueSky Wealth Advisors, LLC 0.13% Reduce -0.1% 10,014 $784K
CFM Wealth Partners LLC 0.14% Reduce -1.6% 10,009 $784K
Deroy & Devereaux Private Investment Counsel Inc. 0.05% No change 9,850 $772K
Koshinski Asset Management, Inc. 0.07% Add +57.8% 9,721 $772K
Keudell/Morrison Wealth Management 0.23% Add +2.6% 9,850 $772K
Beese Fulmer Investment Management, Inc. 0.07% Add +0.0% 9,839 $771K
Fisher Asset Management 0.00% Add +97.6% 9,835 $770K
Wealthgate Family Office, LLC 1.89% Add +0.2% 9,801 $768K
O'Connor Financial Group LLC 0.45% Add +5.2% 9,797 $767K
Certuity, LLC 0.06% Add +1.1% 9,791 $767K
Private Wealth Management Group, LLC 0.33% No change 9,765 $765K
Meridian Investment Counsel Inc. 0.24% No change 9,752 $764K
Whalerock Point Partners, LLC 0.20% No change 9,750 $764K
Independent Wealth Network Inc. 0.35% Add +0.8% 9,694 $759K
Marietta Wealth Management, LLC 0.12% Reduce -25.4% 9,688 $759K
Family Manage LLC 0.13% No change 9,639 $755K
Debussy Capital Management LP 0.21% Add +0.2% 9,633 $755K
Baker Avenue Asset Management, LP 0.03% Add +20.4% 9,608 $753K
Sax Wealth Advisors, LLC 0.07% Add +8.7% 9,521 $746K
MTM Investment Management, LLC 0.30% Add +1.2% 9,482 $743K
Causeway Capital Management LLC 0.02% Add +31.0% 9,482 $743K
Canopy Partners, LLC 0.34% No change 9,479 $742K
Financial Planning & Information Services, Inc. 0.11% Reduce -0.2% 9,472 $742K
Mechanics Bank Trust Department 0.11% New 9,456 $741K
Alley Investment Management Company, LLC 0.10% No change 9,442 $740K
Argent Advisors, Inc. 0.29% Reduce -6.1% 9,429 $739K
Conservest Capital Advisors, Inc. 0.08% No change 9,225 $737K
Centerpoint Advisors, LLC 0.26% Add +3576.5% 9,375 $734K
Next Capital Management LLC 0.31% No change 9,366 $734K
World Equity Group, Inc. 0.22% New 9,364 $733K
Brookmont Capital Management 0.40% Reduce -12.7% 9,316 $730K
Burney Co./ 0.03% No change 9,310 $729K
Harding Loevner LP 0.00% New 9,255 $725K
Guidance Point Advisors, LLC 0.24% Add +1.4% 9,228 $723K
SeaCrest Wealth Management, LLC 0.08% No change 9,214 $722K
Tocqueville Asset Management L.P. 0.01% No change 9,187 $720K
Klingenstein Fields & Co. LP 0.03% No change 9,165 $718K
Elgethun Capital Management 0.18% No change 9,137 $716K
TFG Advisers LLC 0.28% Add +1.4% 9,121 $714K
SeaBridge Investment Advisors LLC 0.18% New 9,100 $713K
Clear Point Advisors Inc. 0.59% Add +1.7% 9,097 $713K
Cypress Financial Planning LLC 0.30% Add +8.7% 9,065 $710K
Prime Capital Investment Advisors, LLC 0.01% Reduce -44.7% 9,042 $708K
Elevatus Welath Management 0.26% Add +31.3% 9,012 $706K
CENTRAL TRUST Co 0.02% Add +0.2% 8,993 $704K
Clayton Financial Group LLC 0.30% No change 8,752 $699K
Bridges Investment Management Inc. 0.01% Add +197.5% 8,923 $699K
Donor Advised Charitable Giving, Inc. 0.02% Add +2.3% 8,920 $699K
Cordgrass Capital Advisors, LLC 0.22% Reduce -3.1% 8,909 $698K
Family Capital Trust Co 0.23% No change 8,907 $698K
MSH Capital Advisors LLC 0.23% Add +0.6% 8,883 $696K
Bright Financial Advisors, Inc. 0.49% No change 8,876 $695K
Integrated Investment Consultants, LLC 0.19% No change 8,650 $691K
Missouri Trust & Investment Co 0.26% Reduce -0.7% 8,780 $688K
Archford Capital Strategies, LLC 0.11% Add +2.1% 8,764 $687K
Security Financial Services, INC. 0.15% Reduce -4.2% 8,754 $686K
Caldwell Trust Co 0.08% No change 8,747 $685K
Acima Private Wealth, LLC 0.25% No change 8,725 $683K
Formidable Asset Management, LLC 0.11% Reduce -2.8% 8,712 $682K
Lifeworks Advisors, LLC 0.19% No change 8,665 $679K
Apeiron RIA LLC 0.21% Add +4.2% 8,640 $677K
JSF Financial, LLC 0.21% Reduce -5.2% 8,609 $674K
PFG Advisors 0.05% Add +63.0% 8,592 $673K
Alpha Omega Wealth Management LLC 0.13% Add +1.8% 8,587 $673K
Sunbelt Securities, Inc. 0.07% Reduce -5.0% 8,565 $671K
Interchange Capital Partners, LLC 0.25% Add +102.5% 8,550 $670K
Trexquant Investment LP 0.01% Reduce -40.3% 8,544 $669K
Relyea Zuckerberg Hanson LLC 0.11% Add +11.8% 8,536 $669K
AE Wealth Management LLC 0.01% Add +25.6% 8,486 $665K
GM Advisory Group, LLC 0.04% Add +64.2% 8,481 $664K
SimpliFi, Inc. 0.31% Add +7.8% 8,462 $663K
Waterford Advisors, LLC 0.28% No change 8,460 $663K
SkyOak Wealth, LLC 0.15% Add +24.1% 8,442 $661K
West Bancorporation Inc. 0.49% Reduce -14.7% 8,433 $661K
Peak Asset Management, LLC 0.13% Add +15.0% 8,405 $658K
Reston Wealth Management LLC 0.26% Reduce -2.2% 8,391 $657K
Avestar Capital, LLC 0.07% No change 8,389 $657K
Romano Brothers and Company 0.09% Add +66.0% 8,371 $656K
Hohimer Wealth Management, LLC 0.15% No change 8,331 $653K
Townsend Asset Management Corp. /NC/ 0.25% Add +0.8% 8,323 $652K
Fishman Jay A Ltd. 0.07% Reduce -22.8% 8,300 $650K
Fidelity D & D Bancorp Inc. 0.49% No change 8,244 $646K
Collective Family Office LLC 0.19% Add +39.3% 8,236 $645K
Liberty Wealth Management LLC 0.12% Add +1.2% 8,203 $643K
Moisand Fitzgerald Tamayo, LLC 0.10% No change 8,203 $643K
Counterweight Ventures, LLC 0.48% Add +3.1% 8,196 $642K
Mine & Arao Wealth Creation & Management, LLC. 0.31% Add +0.6% 8,196 $642K
Aspen Wealth Management LLC 0.22% New 8,131 $637K
Leo Wealth, LLC 0.06% Add +0.9% 8,117 $636K
Modern Wealth Management, LLC 0.05% Add +184.8% 8,073 $632K
Essex Financial Services, Inc. 0.05% Add +52.8% 8,201 $632K
Trilogy Capital Inc. 0.03% Add +12.2% 8,020 $628K
Horizon Advisory Services, Inc. 0.30% Add +12.9% 8,019 $628K
Parcion Private Wealth LLC 0.06% Add +3.2% 8,010 $627K
Forum Private Client Group LLC 0.30% Add +1.7% 7,992 $626K
Harbour Investments, Inc. 0.02% Reduce -22.2% 7,974 $625K
Heritage Trust Co 0.08% No change 7,970 $624K
CGN Advisors LLC 0.07% Add +11.4% 7,951 $623K
Moloney Securities Asset Management, LLC 0.09% Add +13.0% 7,945 $622K
Elevation Wealth Partners, LLC 0.29% Add +1.3% 7,943 $622K
Duncker Streett & Co. Inc. 0.12% No change 7,931 $621K
Howland Capital Management LLC 0.03% No change 7,894 $618K
Beirne Wealth Consulting Services, LLC 0.25% Reduce -6.4% 7,863 $616K
Exchange Bank 0.52% Add +5.0% 7,857 $615K
St Germain D J Co. Inc. 0.03% Add +0.2% 7,832 $613K
Gilman Hill Asset Management, LLC 0.11% Add +1.0% 7,788 $610K
Norway Savings Bank 0.35% No change 7,780 $609K
Keebeck Wealth Management 0.09% Add +0.1% 7,759 $608K
Clifford Swan Investment Counsel LLC 0.02% Reduce -1.3% 7,746 $607K
Balanced Wealth Group LLC 0.27% Add +1.8% 7,660 $601K
Beaird Harris Wealth Management, LLC 0.06% Reduce -1.5% 7,648 $599K
Arcus Capital Partners, LLC 0.23% Reduce -12.9% 7,625 $597K
Good Life Advisors, LLC 0.05% Reduce -5.5% 7,624 $597K
Ascent Group, LLC 0.05% Add +113.5% 7,616 $597K
Axiom Advisory, LLC 0.01% New 7,516 $595K
Zions Bancorporation, N.A. 0.05% No change 7,576 $593K
Sabal Trust CO 0.04% Reduce -4.8% 7,574 $593K
Douglass Winthrop Advisors, LLC 0.01% Add +1.0% 7,572 $593K
Clarity Financial LLC 0.09% Reduce -1.3% 7,534 $590K
Perritt Capital Management Inc 0.32% Add +0.8% 7,531 $590K
Kingswood Wealth Advisors, LLC 0.05% Add +16.0% 7,516 $589K
Intrua Financial, LLC 0.10% Reduce -0.1% 7,513 $588K
DB Fitzpatrick & Co, Inc 0.54% Reduce -62.5% 7,499 $587K
Oarsman Capital, Inc. 0.13% Reduce -4.5% 7,459 $584K
Stelac Advisory Services LLC 0.24% No change 7,415 $581K
PBMares Wealth Management LLC 0.14% Add +0.0% 7,397 $579K
DHK Financial Advisors, Inc. 0.40% Reduce -25.8% 7,389 $579K
JNBA Financial Advisors 0.06% Reduce -1.5% 7,376 $578K
Amplius Wealth Advisors, LLC 0.06% No change 7,363 $577K
DDFG, Inc 0.18% Add +0.3% 7,358 $576K
RKL Wealth Management LLC 0.06% Add +3.8% 7,357 $576K
Armbruster Capital Management, Inc. 0.12% Reduce -0.1% 7,347 $575K
FinTrust Capital Advisors, LLC 0.10% Add +1.3% 7,311 $573K
First American Bank 0.04% No change 7,310 $573K
Ti-Trust, Inc. 0.44% Reduce -1.2% 7,251 $568K
International Assets Investment Management, LLC 0.05% Reduce -7.3% 7,227 $566K
Brookstone Capital Management 0.01% Reduce -62.0% 6,970 $563K
Optimum Investment Advisors 0.25% Reduce -10.2% 7,190 $563K
Park Edge Advisors, LLC 0.17% Reduce -52.3% 7,175 $562K
JDM Financial Group LLC 0.38% Reduce -0.7% 7,171 $562K
Peoples Financial Services Corp. 0.25% Add +56.0% 7,171 $562K
J. Safra Sarasin Holding AG 0.01% — 7,165 $561K
Foguth Wealth Management, LLC. 0.25% Reduce -0.3% 7,160 $561K
Culbertson A N & Co. Inc. 0.10% No change 7,158 $561K
Magnus Financial Group LLC 0.06% Reduce -1.7% 7,143 $560K
Capital Management Associates, Inc 0.34% New 7,099 $556K
Ancora Advisors LLC 0.01% Add +0.4% 7,079 $554K
Victory Capital Management Inc. 0.00% No change 7,067 $554K
First American Trust, FSB 0.06% New 7,029 $551K
Sage Capital Advisors,llc 0.16% Reduce -2.9% 7,028 $551K
Journey Advisory Group, LLC 0.07% Reduce -9.7% 7,021 $550K
Topel & Distasi Wealth Management, LLC 0.24% No change 7,019 $550K
Bank of Stockton 0.17% Reduce -19.6% 7,007 $549K
Bond & Devick Financial Network, Inc. 0.29% No change 7,003 $549K
Trust Co. of Oklahoma 0.19% No change 7,000 $548K
Anchor Investment Management, LLC 0.06% No change 6,979 $547K
CGC Financial Services, LLC 0.24% No change 6,974 $546K
Austin Asset Management Co Inc 0.12% Reduce -2.9% 6,922 $542K
Vontobel Holding Ltd. 0.00% Reduce -21.1% 6,888 $540K
Monte Financial Group, LLC 0.24% No change 6,881 $539K
Arq Wealth Advisors, LLC 0.23% Add +37.5% 6,866 $538K
Sentry LLC 0.10% No change 6,837 $536K
SignalPoint Asset Management, LLC 0.14% Reduce -1.9% 6,831 $535K
Fairhaven Wealth Management, LLC 0.18% Add +0.7% 6,822 $534K
Apella Capital, LLC 0.02% Reduce -0.0% 6,692 $531K
LJI Wealth Management, LLC 0.12% No change 6,774 $531K
Brand Asset Management Group, Inc. 0.22% No change 6,729 $527K
TFC Financial Management, Inc. 0.09% No change 6,717 $526K
Edgestream Partners, L.P. 0.03% Reduce -50.5% 6,715 $526K
Sageworth Trust Co of South Dakota 0.77% No change 6,700 $525K
Founders Financial Securities LLC 0.05% New 6,698 $525K
John W. Brooker & Co., CPAs 0.26% Reduce -3.8% 6,630 $519K
Bangor Savings Bank 0.05% Add +0.1% 6,617 $518K
Spinnaker Trust 0.03% No change 6,614 $518K
Whitaker-Myers Wealth Managers, LTD. 0.19% Reduce -51.8% 6,545 $513K
GHP Investment Advisors, Inc. 0.03% Reduce -2.1% 6,545 $513K
Leisure Capital Management 0.24% Add +0.8% 6,544 $513K
Peoples Bank 0.40% Reduce -1.5% 6,471 $507K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% Add +3.3% 6,213 $505K
Insight Wealth Strategies, LLC 0.07% Add +5.7% 6,432 $504K
Howard Wealth Management, LLC 0.40% Add +0.5% 6,403 $502K
Heritage Wealth Management, Inc./Texas 0.31% Reduce -56.3% 6,371 $499K
Soltis Investment Advisors LLC 0.05% Add +22.1% 6,311 $494K
Asset Dedication, LLC 0.03% Reduce -3.9% 6,310 $494K
Clarkston Capital Partners, LLC 0.01% No change 6,302 $494K
Chemistry Wealth Management LLC 0.13% Reduce -2.6% 6,301 $494K
Forum Financial Management, LP 0.01% Reduce -35.9% 6,273 $491K
Mascoma Wealth Management LLC 0.13% No change 6,264 $491K
Ellevest, Inc. 0.03% No change 6,235 $488K
TrinityBridge Ltd 0.02% No change 6,232 $488K
Aberdeen Wealth Management LLC 0.33% No change 6,217 $487K
CBIZ Investment Advisory Services, LLC 0.03% Add +1.5% 6,187 $485K
Greenwich Wealth Management LLC 0.04% No change 6,185 $484K
ARK & TLK Investments, LLC 0.18% Reduce -2.0% 6,178 $484K
Security National Bank of So Dak 0.29% No change 6,170 $483K
Bellecapital International Ltd. 0.10% No change 6,166 $483K
Bath Savings Trust Co 0.05% Add +6.9% 6,162 $483K
Tower Research Capital LLC (TRC) 0.01% Reduce -6.7% 6,155 $482K
Alpha Financial Advisors, LLC 0.23% Add +1.9% 6,126 $480K
Nicolet Advisory Services, LLC 0.05% Add +0.1% 5,955 $479K
Watershed Private Wealth LLC 0.20% Reduce -3.8% 6,105 $478K
McCollum Christoferson Group LLC 0.14% No change 6,100 $478K
Sage Rhino Capital LLC 0.11% Add +0.3% 6,091 $477K
Leavell Investment Management, Inc. 0.03% Add +6.4% 6,092 $477K
Investmark Advisory Group LLC 0.25% Add +0.1% 6,088 $477K
Members Wealth LLC 0.32% — 5,332 $476K
Core Wealth Advisors, Inc. 0.16% No change 6,070 $475K
Lakeshore Financial Planning, Inc. 0.23% No change 6,068 $475K
James Investment Research, Inc. 0.06% No change 6,055 $474K
Hardin Capital Partners, LLC 0.31% — 6,028 $472K
HUB Investment Partners, LLC 0.02% Reduce -2.9% 6,019 $471K
Creekside Partners 0.26% — 6,013 $471K
Marshall Financial Group Inc. 0.15% Add +1.0% 5,991 $469K
Wetzel Investment Advisors, Inc. 0.27% Add +0.2% 5,869 $469K
Financial Guidance Group, Inc. 0.29% Reduce -13.1% 5,966 $467K
Colorado Capital Management, Inc. 0.26% No change 5,940 $465K
Capital Wealth Alliance, LLC 0.27% Add +18.4% 5,935 $465K
Holderness Investments Co. 0.11% Reduce -1.3% 5,923 $464K
Cannon Financial Strategists, Inc. 0.09% No change 5,889 $461K
Taylor Hoffman Wealth Management 0.19% No change 5,877 $461K
Sage Financial Group Inc. 0.04% No change 5,884 $461K
Sterling Investment Advisors, Ltd. 0.12% No change 5,873 $460K
RTD Financial Advisors, Inc. 0.06% Reduce -0.6% 5,871 $460K
Farrell Financial LLC 0.36% Add +1.5% 5,844 $458K
Bison Wealth, LLC 0.07% No change 5,688 $454K
Regent Peak Wealth Advisors LLC 0.10% Reduce -11.8% 5,745 $450K
Aurora Private Wealth, Inc. 0.39% Add +28.1% 5,729 $449K
Berkeley Capital Partners, LLC 0.13% Add +2.0% 5,712 $447K
Pacific Sage Partners, LLC 0.11% Add +3.8% 5,705 $447K
Sightline Wealth Advisors, LLC 0.28% Add +0.6% 5,705 $447K
PFG Investments, LLC 0.03% Reduce -8.0% 5,685 $445K
WestHill Financial Advisors, Inc. 0.11% Reduce -9.0% 5,671 $444K
Koss-Olinger Consulting, LLC 0.04% New 5,644 $442K
First National Bank & Trust Co. of Newtown 0.09% No change 5,627 $441K
Strategic Blueprint, LLC 0.03% Reduce -0.3% 5,613 $440K
Schrum Private Wealth Management LLC 0.40% Add +5.9% 5,610 $439K
SOL Capital Management CO 0.05% No change 5,600 $439K
Capital Advisory Group Advisory Services, LLC 0.19% No change 5,595 $438K
Walled Lake Planning & Wealth Management, LLC 0.18% New 5,586 $438K
Sound View Wealth Advisors Group, LLC 0.05% Add +0.1% 5,582 $437K
Jackson Hole Capital Partners, LLC 0.10% No change 5,554 $435K
Foundations Investment Advisors, LLC 0.01% Reduce -0.9% 5,553 $435K
YHB Investment Advisors, Inc. 0.04% Reduce -1.6% 5,547 $435K
Petix & Botte Co 0.12% Reduce -43.4% 5,546 $434K
Citizens National Bank Trust Department 0.10% Reduce -0.3% 5,535 $434K
HM Payson & Co. 0.01% No change 5,525 $433K
Horan Capital Advisors, LLC. 0.15% No change 5,475 $429K
Callan Capital, LLC 0.04% Reduce -14.5% 5,475 $429K
Cubist Systematic Strategies, LLC 0.01% Reduce -16.0% 5,473 $429K
Fiduciary Group, LLC 0.05% Add +0.2% 5,468 $428K
Bricktown Capital, LLC 0.09% Reduce -94.2% 5,465 $428K
Old Second National Bank of Aurora 0.11% Reduce -20.0% 5,444 $426K
Long Run Wealth Advisors, LLC 0.11% No change 5,426 $425K
Tucker Asset Management LLC 0.09% Add +2603.0% 5,406 $423K
Frisch Financial Group, Inc. 0.13% Reduce -11.7% 5,394 $423K
Seven Mile Advisory 0.31% Add +0.0% 5,393 $422K
Wealth Architects, LLC 0.05% Reduce -0.3% 5,389 $422K
Zacks Investment Management 0.00% Add +0.1% 5,386 $422K
Castle Wealth Management LLC 0.20% Reduce -2.3% 5,366 $420K
Northstar Group, Inc. 0.08% Reduce -29.6% 5,349 $419K
Samalin Investment Counsel, LLC 0.20% Add +1.0% 5,347 $419K
Vista Capital Partners, Inc. 0.05% Add +8.2% 5,336 $418K
Global Financial Private Client, LLC 0.17% No change 5,320 $417K
WP Advisors, LLC 0.13% Add +1.8% 5,306 $416K
North Star Asset Management Inc. 0.02% Reduce -0.5% 5,266 $412K
Blue Fin Capital, Inc. 0.08% Reduce -8.2% 5,247 $411K
MKT Advisors LLC 0.20% Add +2.7% 5,170 $410K
CNB Bank 0.20% No change 5,233 $410K
Blue Barn Wealth, LLC 0.23% Add +0.8% 5,225 $409K
Pioneer Trust Bank N A 0.11% Reduce -2.5% 5,200 $407K
Gables Capital Management Inc. 0.21% Reduce -9.1% 5,179 $406K
NorthCrest Asset Manangement, LLC 0.01% Add +0.5% 5,170 $405K
Fulcrum Equity Management 0.36% New 5,153 $404K
Kavar Capital Partners Group, LLC 0.07% No change 5,152 $404K
Plum Street Advisors, LLC 0.24% No change 5,147 $403K
Lincoln Capital Corp. 0.17% No change 5,140 $403K
First Business Financial Services, Inc. 0.04% No change 5,128 $402K
Oak Family Advisors, LLC 0.15% Reduce -5.5% 5,125 $401K
WCM Investment Management, LLC 0.00% Add +24.8% 5,125 $401K
Index Fund Advisors, Inc. 0.02% Add +0.5% 5,109 $400K
Empirical Asset Management, LLC 0.15% Add +3.6% 5,109 $400K
Center for Financial Planning, Inc. 0.06% Reduce -0.1% 5,103 $400K
Grayhawk Investment Strategies Inc. 1.82% Reduce -8.5% 5,097 $399K
Key Financial Inc 0.10% Add +1.5% 5,074 $397K
HCR Wealth Advisors 0.06% No change 5,062 $397K
Nations Financial Group Inc, /Ia/ 0.03% Reduce -19.3% 5,055 $396K
Alexander Randolph Advisory, Inc. 0.37% Add +8.3% 5,042 $395K
Bragg Financial Advisors, Inc 0.02% Reduce -9.7% 5,037 $395K
Elwood & Goetz Wealth Advisory Group, LLC 0.11% No change 5,033 $394K
Forza Wealth Management, LLC 0.20% No change 5,000 $392K
Walleye Capital LLC 0.00% New 5,000 $392K
Great Lakes Advisors, LLC 0.00% No change 5,000 $392K
Grandfield & Dodd, LLC 0.02% No change 4,941 $387K
Cornerstone Wealth Management, LLC 0.03% Reduce -2.5% 4,915 $385K
OMNI 360 Wealth, Inc. 0.29% No change 4,914 $385K
Total Wealth Planning, LLC 0.06% Reduce -9.6% 4,731 $384K
Traynor Capital Management, Inc. 0.03% Reduce -5.0% 4,890 $383K
Wealth Dimensions Group, Ltd. 0.11% Add +0.0% 4,886 $383K
Gradient Capital Advisors, LLC 0.14% No change 4,885 $383K
Garner Asset Management Corp 0.14% Add +0.8% 4,864 $381K
Sound Stewardship, LLC 0.23% Add +0.1% 4,843 $379K
Donaldson Capital Management, LLC 0.02% Reduce -9.7% 4,842 $379K
DBK Financial Counsel, LLC 0.41% No change 4,806 $376K
TFO Wealth Partners, LLC 0.07% No change 4,800 $376K
Telos Capital Management, Inc. 0.04% Add +0.0% 4,784 $375K
Pinnacle Wealth Management Advisory Group, LLC 0.04% Add +2.1% 4,755 $372K
Ausdal Financial Partners, Inc. 0.04% Add +34.9% 4,754 $372K
Hassell Wealth Management, LLC 0.17% Reduce -1.9% 4,665 $370K
Councilmark Asset Management, LLC 0.26% No change 4,680 $367K
Integris Wealth Management, LLC 0.11% No change 4,674 $366K
Dakota Wealth Management 0.01% Add +0.4% 4,656 $365K
Northside Capital Management, LLC 0.06% No change 4,643 $364K
Insight Advisors, LLC/ PA 0.07% Add +9.9% 4,641 $363K
Vestcor Inc 0.01% Add +67.8% 4,630 $363K
Meridian Financial Advisors, LLC 0.26% Add +0.3% 4,603 $361K
Kraft, Davis & Associates, LLC 0.11% Reduce -2.1% 4,541 $360K
Marion Wealth Management 0.11% Add +61.3% 4,569 $358K
Horan Securities, Inc. 0.15% Add +4.7% 4,563 $357K
Gallacher Capital Management LLC 0.19% Reduce -14.9% 4,558 $357K
Continuum Advisory, LLC 0.05% Add +2.5% 4,550 $356K
Ipswich Investment Management Co., Inc. 0.08% Reduce -2.0% 4,544 $356K
Ritholtz Wealth Management 0.01% New 4,537 $355K
Financial Partners Group, Inc 0.06% Add +0.1% 4,536 $355K
Vawter Financial, Ltd. 0.24% Add +18.7% 4,535 $355K
Hillcrest Wealth Advisors - NY, LLC 0.19% No change 4,500 $352K
Symphony Financial, Ltd. Co. 0.06% Add +0.3% 4,496 $352K
Northwest Bancshares, Inc. 0.06% Reduce -14.8% 4,487 $351K
Verum Partners LLC 0.11% Reduce -0.6% 4,429 $347K
Up Strategic Wealth Investment Advisors LLC 0.52% Reduce -11.9% 4,408 $345K
Two Sigma Securities, LLC 0.02% Reduce -88.3% 4,400 $345K
Interactive Financial Advisors, Inc. 0.19% Add +1.1% 4,385 $344K
Acorn Wealth Advisors, LLC 0.17% Reduce -1.4% 4,369 $342K
Atalanta Sosnoff Capital, LLC 0.01% No change 4,356 $341K
SkyView Investment Advisors, LLC 0.06% No change 4,344 $340K
Delta Investment Management, LLC 0.07% Add +1.2% 4,326 $339K
Bellwether Advisors, LLC 0.07% Reduce -5.3% 4,318 $338K
Baltimore-Washington Financial Advisors, Inc. 0.02% Reduce -41.8% 4,314 $338K
Girard Partners LTD. 0.03% No change 4,300 $337K
Charles Schwab Trust Co 0.03% No change 4,300 $337K
Cohen Klingenstein LLC 0.01% No change 4,300 $337K
Tradition Wealth Management, LLC 0.03% Reduce -0.8% 4,298 $337K
Olde Wealth Management, LLC 0.13% New 4,297 $336K
Janiczek Wealth Management, LLC 0.07% Reduce -1.0% 4,289 $336K
Ahl Investment Management, Inc. 0.25% No change 4,285 $336K
Searle & Co. 0.08% No change 4,269 $334K
STAR Financial Bank 0.26% Reduce -10.4% 4,267 $334K
Eldridge Investment Advisors, Inc. 0.08% Add +12.9% 4,256 $333K
First City Capital Management, Inc. 0.19% Add +0.5% 4,240 $332K
CPC Advisors, LLC 0.05% Add +41.4% 4,233 $332K
S.A. Mason LLC 0.19% No change 4,224 $331K
SMH Capital Advisors Inc. 1.01% Add +0.4% 4,220 $331K
Financial Alternatives, Inc 0.25% No change 4,200 $329K
Ami Investment Management Inc. 0.11% No change 4,192 $328K
Foster Victor Wealth Advisors, LLC 0.03% Add +7.1% 3,999 $325K
Willow Creek Wealth Management Inc. 0.04% Add +0.5% 4,143 $325K
Vertex Planning Partners, LLC 0.08% Add +1.6% 4,127 $323K
Transcendent Capital Group LLC 0.19% Reduce -0.5% 4,120 $323K
Cherry Tree Wealth Management, LLC 0.08% No change 4,105 $322K
Trust Co of the South 0.08% No change 4,097 $321K
Sonata Capital Group Inc. 0.16% Add +1.2% 4,081 $320K
Arkos Global Advisors 0.05% Reduce -0.3% 4,070 $319K
Wealthstream Advisors, Inc. 0.12% No change 4,068 $319K
Fortitude Family Office, LLC 0.18% No change 4,057 $318K
49 Wealth Management, LLC 0.06% Reduce -61.5% 4,044 $317K
CPA Asset Management Group, LLC 0.17% No change 4,033 $316K
Concord Wealth Partners 0.06% Reduce -2.0% 4,007 $314K
Ariadne Wealth Management, LP 0.25% — 4,000 $313K
Pinnacle Holdings, LLC 0.15% New 3,996 $313K
HBC Financial Services, PLLC 0.20% Add +1.0% 3,969 $313K
Sendero Wealth Management, LLC 0.05% No change 3,988 $312K
Lokken Investment Group LLC 0.15% New 3,978 $312K
KCM Investment Advisors LLC 0.01% Reduce -6.6% 3,965 $311K
Valley Financial Group, Inc. 0.23% No change 3,946 $309K
Asset Allocation & Management Company, LLC 0.20% No change 3,930 $308K
Cozad Asset Management Inc. 0.03% Reduce -0.3% 3,920 $307K
RiverFront Investment Group, LLC 0.01% New 3,918 $307K
Vise Technologies, Inc. 0.05% Reduce -13.6% 3,916 $307K
Colonial Trust Advisors 0.03% Reduce -2.2% 3,916 $307K
Cornerstone Wealth Advisors, Inc. 0.09% Add +0.6% 3,907 $306K
American Investment Services, Inc. 0.05% Reduce -0.5% 3,879 $304K
GFG Capital, LLC 0.08% No change 3,860 $302K
Bull Street Advisors, LLC 0.15% No change 3,853 $302K
Wealthfront Advisers LLC 0.00% Add +2.2% 3,848 $301K
Clear Harbor Asset Management, LLC 0.03% No change 3,821 $299K
Godshalk Welsh Capital Management, Inc. 0.20% No change 3,800 $298K
JFG Wealth Management, LLC 0.08% New 3,794 $297K
M&R Capital Management Inc. 0.07% Reduce -0.3% 3,788 $297K
Rothschild Wealth LLC 0.10% Reduce -15.0% 3,784 $296K
EPIQ Capital Group, LLC 0.10% Add +1.8% 3,771 $295K
Phocas Financial Corp. 0.03% No change 3,760 $295K
Evernest Financial Advisors, LLC 0.13% No change 3,756 $294K
Merkkuri Wealth Advisors LLC 0.27% — 3,737 $293K
ORG Partners LLC 0.04% New 3,702 $290K
Kathmere Capital Management, LLC 0.03% New 3,704 $290K
Next Level Private LLC 0.13% Add +0.0% 3,685 $289K
Cortland Associates Inc. 0.04% No change 3,665 $287K
BKM Wealth Management, LLC 0.14% Add +5.4% 3,653 $286K
Gibson Capital, LLC 0.06% No change 3,649 $286K
WMS Partners, LLC 0.02% Add +8.1% 3,640 $285K
Resources Management Corp. /CT/ 0.04% No change 3,635 $285K
Carrera Capital Advisors 0.09% — 3,634 $285K
McElhenny Sheffield Capital Management, LLC 0.10% Add +4.4% 3,624 $284K
Horizon Investment Services, LLC 0.13% No change 3,622 $284K
Invesco Ltd. 0.00% New 3,603 $282K
Monetary Management Group Inc. 0.07% No change 3,595 $282K
FNY Investment Advisers, LLC 0.19% New 3,600 $281K
JPL Wealth Management, LLC 0.14% No change 3,571 $280K
Abound Wealth Management 0.10% Reduce -2.2% 3,568 $280K
Berger Financial Group, Inc 0.02% Add +0.3% 3,554 $278K
Ethos Financial Group, LLC 0.05% New 2,482 $278K
Kohmann Bosshard Financial Services, LLC 0.04% Add +2.8% 3,546 $278K
Awm Capital, LLC 0.04% Reduce -2.6% 3,537 $277K
MorganRosel Wealth Management, LLC 0.10% No change 3,529 $276K
Argus Investors' Counsel, Inc. 0.17% Reduce -0.4% 3,507 $275K
Nottingham Advisors, Inc. 0.03% Add +4.8% 3,500 $274K
Dearborn Partners LLC 0.01% Add +6.6% 3,462 $271K
Strait & Sound Wealth Management LLC 0.14% Reduce -17.3% 3,425 $268K
Greylin Investment Management, Inc 0.05% No change 3,412 $267K
Arden Trust Co 0.04% Reduce -4.8% 3,410 $267K
Meritage Portfolio Management 0.02% Add +14.6% 3,410 $267K
Main Street Group, LTD 0.12% No change 3,395 $266K
Bigelow Investment Advisors, LLC 0.13% No change 3,393 $266K
TMD Wealth Management, LLC 0.06% No change 3,391 $266K
Aprio Wealth Management, LLC 0.05% No change 3,380 $265K
Sargent Investment Group, LLC 0.05% No change 3,365 $264K
Ballentine Capital Advisors, Inc 0.14% No change 3,364 $263K
Signaturefd, LLC 0.01% Reduce -22.7% 3,361 $263K
Elser Financial Planning, Inc 0.04% — 3,359 $263K
Hanson & Doremus Investment Management 0.04% No change 3,360 $263K
Lutz Financial Services LLC 0.02% No change 3,356 $263K
Windward Private Wealth Management Inc. 0.11% Reduce -2.6% 3,350 $262K
Motive Wealth Advisors 0.16% No change 3,343 $262K
West Paces Advisors Inc. 0.07% No change 3,339 $262K
Steigerwald, Gordon & Koch Inc. 0.03% Add +25.8% 3,338 $261K
Park Place Capital Corp 0.08% Add +0.1% 3,333 $261K
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 0.06% No change 3,325 $260K
Guyasuta Investment Advisors Inc. 0.02% No change 3,456 $260K
Morling Financial Advisors, LLC 0.11% Reduce -6.2% 3,313 $260K
Quadcap Wealth Management, LLC 0.05% New 3,307 $259K
W.G. Shaheen & Associates DBA Whitney & Co 0.03% No change 3,300 $258K
HighMark Wealth Management LLC 0.16% No change 3,297 $258K
Rede Wealth, LLC 0.24% Reduce -10.2% 3,291 $258K
Chilton Investment Co. Inc. 0.01% No change 3,281 $257K
HHM Wealth Advisors, LLC 0.04% Reduce -7.1% 3,279 $257K
Traveka Wealth, LLC 0.12% No change 3,266 $256K
Tsfg, LLC 0.06% Reduce -14.5% 3,258 $255K
SMI Advisory Services, LLC 0.06% New 3,203 $254K
Riversedge Advisors, LLC 0.06% No change 3,225 $253K
Melfa Wealth Management, Inc. 0.18% No change 3,225 $253K
Earned Wealth Advisors, LLC 0.10% No change 3,224 $253K
Creative Capital Management Investments LLC 0.12% Reduce -3.8% 3,218 $252K
GAMMA Investing LLC 0.03% No change 3,208 $251K
REDW Wealth LLC 0.07% No change 3,207 $251K
SFG Wealth Management, LLC. 0.14% Add +0.1% 3,205 $251K
Octavia Wealth Advisors, LLC 0.03% Add +18.5% 3,204 $251K
Sensible Money, LLC 0.12% No change 3,202 $251K
Client 1ST Advisory Group, LLC 0.11% No change 3,196 $250K
Gradient Investments LLC 0.01% Reduce -0.0% 3,194 $250K
Institute for Wealth Management, LLC. 0.03% No change 3,193 $250K
Jacobi Capital Management LLC 0.02% New 3,192 $250K
Pension & Wealth Management Advisors, Inc. 0.14% Add +1.0% 3,176 $249K
Cooksen Wealth, LLC 0.25% No change 3,165 $248K
Fogel Capital Management, Inc. 0.13% No change 3,165 $248K
PACK Private Wealth, LLC 0.15% No change 3,149 $247K
Avion Wealth 0.07% Reduce -17.0% 3,152 $246K
Dynamic Technology Lab Private Ltd 0.03% New 3,146 $246K
Grey Ledge Advisors, LLC 0.07% Add +1.3% 3,135 $246K
Bill Few Associates, Inc. 0.09% No change 3,113 $244K
Birchbrook, Inc. 0.15% No change 3,104 $243K
Wealthcare Capital Management LLC 0.03% Reduce -34.1% 3,101 $243K
Sugarloaf Wealth Management, LLC 0.04% Add +1.2% 3,099 $243K
Summit Wealth Partners, LLC 0.05% No change 3,094 $242K
Signature Estate & Investment Advisors LLC 0.01% New 3,075 $241K
TFB Advisors LLC 0.08% Reduce -2.4% 3,074 $241K
J.P. Marvel Investment Advisors, LLC 0.04% No change 3,069 $240K
Northstar Advisory Group, LLC 0.14% Reduce -32.9% 3,065 $240K
Stonegate Investment Group, LLC 0.01% Reduce -1.2% 3,061 $240K
Pacific Financial Group Inc. 0.17% Reduce -16.6% 3,054 $239K
D. Scott Neal, Inc. 0.13% Reduce -61.4% 3,053 $239K
Evensky & Katz LLC 0.02% Reduce -0.0% 3,049 $239K
Coppell Advisory Solutions LLC 0.04% — 3,049 $239K
Evolution Wealth Advisors, LLC 0.05% Add +1.6% 3,048 $239K
Financial Perspectives, Inc 0.09% Add +2.7% 3,033 $238K
Sard Wealth Management Group, LLC 0.17% Add +12.7% 3,027 $237K
FC Advisory LLC 0.09% Add +0.6% 3,014 $236K
Financial Advisors, LLC 0.05% No change 3,011 $236K
Element Wealth, LLC 0.13% Reduce -0.2% 3,009 $236K
Private Management Group Inc. 0.01% Add +8.8% 2,996 $235K
Madison Wealth Partners, Inc 0.08% Add +4.1% 2,986 $234K
WorthPointe, LLC 0.11% Reduce -8.9% 2,978 $233K
Occidental Asset Management, LLC 0.04% Add +0.2% 2,970 $233K
Natixis 0.00% No change 2,963 $232K
First National Advisers, LLC 0.04% New 2,941 $230K
Legacy Edge Advisors, LLC 0.04% Add +2.3% 2,938 $230K
Legacy Advisors, LLC 0.03% Add +1.6% 2,919 $229K
Meeder Advisory Services, Inc. 0.02% New 2,912 $228K
Angeles Wealth Management, LLC 0.02% No change 2,895 $227K
Moss Adams Wealth Advisors LLC 0.03% No change 2,892 $227K
Gen-Wealth Partners Inc 0.11% No change 2,890 $226K
Beacon Bridge Wealth Partners, LLC 0.10% No change 2,890 $226K
Discipline Wealth Solutions, LLC 0.18% New 2,882 $226K
Russell Investments Group, Ltd. 0.00% Add +2.8% 2,879 $226K
Old Mission Investment Co LLC 0.07% Add +0.4% 2,868 $225K
Childress Capital Advisors, LLC 0.06% New 2,867 $225K
Perkins Coie Trust Co 0.05% No change 2,861 $224K
Uptick Partners, LLC 0.17% No change 2,806 $224K
Grant/GrossMendelsohn, LLC 0.10% Add +6.4% 2,860 $224K
Pacific Wealth Management 0.11% New 2,837 $222K
Widmann Financial Services, Inc. 0.18% No change 2,836 $222K
Roof Eidam Maycock Peralta, LLC 0.06% No change 2,820 $221K
First Financial Corp. 0.11% Reduce -1.3% 2,819 $221K
Cranbrook Wealth Management, LLC 0.05% Reduce -27.5% 2,812 $220K
Willner & Heller, LLC 0.21% Add +1.8% 2,809 $220K
Mairs & Power Inc. 0.00% No change 2,792 $219K
Farmers National Bank 0.07% Add +5.8% 2,791 $219K
FLC Capital Advisors 0.05% No change 2,786 $218K
ZWJ Investment Counsel Inc. 0.01% New 2,779 $218K
HTLF Bank 0.02% Reduce -0.0% 2,776 $217K
Shelton Capital Management 0.01% Reduce -1.9% 2,774 $217K
USA Financial Formulas 0.04% Reduce -11.2% 2,772 $217K
Marathon Strategic Advisors, LLC 0.25% New 2,770 $217K
Morton Capital Management LLC 0.05% Reduce -13.1% 2,770 $217K
Voya Investment Management LLC 0.00% New 2,750 $215K
Successful Portfolios LLC 0.15% Reduce -1.2% 2,742 $215K
Nikulski Financial, Inc. 0.07% No change 2,740 $215K
Sweet Financial Partners, LLC 0.05% Reduce -2.1% 2,740 $215K
Armor Investment Advisors, LLC 0.10% No change 2,729 $214K
Permanent Capital Management, LP 0.04% — 2,390 $214K
Lakeridge Wealth Management LLC 0.13% New 2,722 $213K
Transatlantique Private Wealth LLC 0.09% Reduce -24.6% 2,715 $213K
Folger Nolan Fleming Douglas Capital Management, Inc. 0.02% Reduce -7.4% 2,700 $211K
Tillman Hartley LLC 0.07% Reduce -0.8% 2,693 $211K
Stone House Investment Management, LLC 0.05% No change 2,685 $210K
Rodgers & Associates, LTD 0.03% New 2,685 $210K
Elk River Wealth Management LLC 0.04% No change 2,675 $210K
SigFig Wealth Management, LLC 0.01% Reduce -73.4% 2,757 $209K
Von Berge Wealth Management Group, LLC 0.13% No change 2,652 $208K
Kovack Advisors, Inc. 0.02% Add +1.7% 2,650 $208K
Gerber, LLC 0.16% No change 2,649 $207K
Robinson Smith Wealth Advisors LLC 0.18% New 2,624 $206K
Baker Tilly Wealth Management, LLC 0.08% Reduce -49.6% 2,621 $205K
Zeit Capital LLC 0.17% No change 2,620 $205K
Cooper/Haims Advisors, LLC 0.12% Reduce -35.9% 2,620 $205K
Patten & Patten Inc. 0.01% New 2,609 $204K
Pillar Wealth Advisors, LLC 0.24% Reduce -37.4% 2,598 $204K
Plancorp, LLC 0.01% No change 2,594 $203K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.03% Reduce -4.9% 2,590 $203K
Intellectus Partners, LLC 0.06% Add +0.3% 2,590 $203K
Allegheny Financial Group 0.06% New 2,587 $203K
Cascade Financial Partners, LLC 0.03% New 2,582 $202K
Rathbones Group PLC 0.00% No change 2,580 $202K
Bensler, LLC 0.03% Add +0.4% 2,577 $202K
First National Bank Sioux Falls 0.10% No change 2,574 $202K
LongView Wealth Management 0.07% Reduce -0.1% 2,570 $201K
Clearstead Trust, LLC 0.05% No change 2,569 $201K
Schnieders Capital Management LLC 0.04% No change 2,568 $201K
Relative Value Partners Group, LLC 0.03% Reduce -93.4% 2,567 $201K
Lake Street Private Wealth, LLC 0.03% No change 2,567 $201K
Financial Life Advisors 0.08% No change 2,565 $201K
Planned Solutions, Inc. 0.10% No change 2,554 $200K
Castleview Partners, LLC 0.11% Reduce -22.9% 2,553 $200K
Realta Investment Advisors 0.04% Add +18.7% 2,537 $199K
Trivant Custom Portfolio Group, LLC 0.12% Add +2.7% 2,481 $194K
Sachetta, LLC 0.08% No change 2,451 $194K
Brown, Lisle/Cummings, Inc. 0.06% No change 2,474 $194K
Blue Chip Partners, LLC 0.02% Add +1.8% 2,467 $193K
First Community Trust NA 0.16% Add +2.7% 2,442 $191K
Red Lighthouse Investment Management, LLC 0.08% No change 2,400 $188K
Delos Wealth Advisors, LLC 0.18% No change 2,355 $184K
Westside Investment Management, Inc. 0.04% Add +0.1% 2,340 $183K
Carmichael Hill & Associates, Inc. 0.07% Add +0.0% 2,312 $181K
Maryland Capital Advisors Inc. 0.09% Reduce -1.2% 2,225 $174K
Capital Investment Advisory Services, LLC 0.02% Reduce -12.8% 2,212 $173K
City State Bank 0.07% Reduce -4.6% 2,190 $172K
Pacific Capital Wealth Advisors, Inc. 0.03% Add +1.7% 2,143 $168K
Front Row Advisors LLC 0.06% No change 2,134 $167K
Raffa Wealth Management, LLC 0.05% Add +1.0% 2,134 $167K
Founders Financial Alliance, LLC 0.05% Reduce -0.8% 2,133 $167K
Logan Capital Management Inc. 0.01% No change 2,116 $166K
Hexagon Capital Partners LLC 0.04% Add +0.8% 2,112 $165K
Wolff Wiese Magana LLC 0.13% Reduce -59.4% 2,063 $162K
Hamilton Point Investment Advisors, LLC 0.03% No change 1,989 $156K
PrairieView Partners, LLC 0.02% Reduce -1.3% 1,938 $151K
CVA Family Office, LLC 0.03% Reduce -2.1% 1,905 $149K
Northwest Capital Management Inc 0.05% Reduce -29.4% 1,885 $148K
Ballast Advisors LLC 0.05% Reduce -2.4% 1,817 $142K
Archer Investment Corp 0.04% Add +0.1% 1,781 $139K
WealthCollab, LLC 0.10% No change 1,744 $137K
Silver Oak Securities, Incorporated 0.02% New 1,684 $132K
Addison Advisors LLC 0.04% Reduce -3.1% 1,679 $132K
Knights of Columbus Asset Advisors LLC 0.01% Reduce -40.7% 1,657 $130K
NWK Group, Inc. 0.05% Add +1.9% 1,652 $129K
Icon Wealth Advisors, LLC 0.01% Reduce -50.6% 1,587 $128K
Creative Financial Designs Inc. 0.01% Add +1.5% 1,586 $124K
Kozak & Associates, Inc. 0.03% Add +1.8% 1,509 $120K
Main Management LLC 0.01% No change 1,497 $117K
DecisionPoint Financial, LLC 0.04% No change 1,444 $116K
SIMA Wealth Partners, LLC 0.11% — 1,444 $113K
Harbor Capital Advisors, Inc. 0.01% Reduce -48.6% 1,437 $113K
TD Capital Management LLC 0.01% Add +0.5% 1,430 $112K
Redwood Wealth Management Group, LLC 0.08% New 1,420 $111K
Centaurus Financial, Inc. 0.01% Reduce -8.3% 1,419 $111K
Union Savings Bank 0.06% Reduce -36.3% 1,407 $110K
GPS Wealth Strategies Group, LLC 0.02% Add +12.8% 1,338 $105K
Pineridge Advisors LLC 0.04% New 1,334 $104K
Barrett & Company, Inc. 0.05% No change 1,298 $102K
Davis Capital Management 0.09% No change 1,293 $101K
Partnership Wealth Management, LLC 0.07% Add +5.3% 1,257 $98K
Frazier Financial Advisors, LLC 0.08% Add +0.8% 1,253 $98K
Windsor Advisory Group, LLC 0.20% Reduce -13.2% 1,242 $97K
DHJJ Financial Advisors, Ltd. 0.04% Add +0.2% 1,224 $96K
Kings Path Partners LLC 0.04% — 1,175 $92K
Halpern Financial, Inc. 0.03% Reduce -18.0% 1,165 $91K
Ridgewood Investments LLC 0.05% New 1,150 $90K
Tidemark, LLC 0.04% Reduce -20.1% 1,148 $90K
MGB Wealth Management, LLC 0.03% No change 1,065 $87K
Albion Financial Group 0.01% No change 1,107 $87K
Coston, McIsaac & Partners 0.03% No change 1,106 $86K
Spectrum Wealth Counsel, LLC 0.01% No change 1,095 $86K
Voisard Asset Management Group, Inc. 0.04% No change 1,090 $85K
Olistico Wealth, LLC 0.05% New 1,075 $84K
Gould Capital, LLC 0.06% No change 1,071 $84K
RFP Financial Group LLC 0.03% Add +11.2% 1,007 $79K
Cetera Trust Company, N.A 0.05% No change 1,000 $78K
Rosenberg Matthew Hamilton 0.02% Reduce -46.8% 967 $76K
Granite Investment Partners, LLC 0.00% No change 950 $74K
Strategic Financial Concepts, LLC 0.04% New 77,820 $74K
Breakwater Investment Management 0.03% No change 929 $73K
LRI Investments, LLC 0.01% No change 929 $73K
Weaver Capital Management LLC 0.02% No change 903 $71K
Beacon Capital Management, LLC 0.01% Add +223.7% 900 $70K
Harel Insurance Investments & Financial Services Ltd. 0.00% No change 883 $69K
William Blair Investment Management, LLC 0.00% Add +340.9% 873 $68K
Smartleaf Asset Management LLC 0.01% Add +5.7% 838 $66K
Bogart Wealth, LLC 0.00% Reduce -21.0% 834 $65K
Timber Creek Capital Management LLC 0.02% No change 785 $61K
Hoese & Co LLP 0.05% No change 710 $58K
Piscataqua Savings Bank 0.05% No change 735 $58K
Foster Dykema Cabot & Partners, LLC 0.01% Reduce -28.1% 725 $57K
Creekmur Asset Management LLC 0.01% Add +34.1% 720 $56K
Sittner & Nelson, LLC 0.03% No change 720 $56K
Wit, LLC 1.68% No change 711 $56K
Balentine LLC 0.00% No change 710 $56K
First United Bank & Trust 0.02% No change 704 $55K
Pin Oak Investment Advisors Inc. 0.05% No change 685 $54K
WFA of San Diego, LLC 0.05% — 685 $54K
BBJS Financial Advisors, LLC 0.02% No change 678 $53K
Horizon Investments, LLC 0.00% Reduce -0.9% 657 $51K
Valley Wealth Managers, Inc. 0.00% No change 641 $50K
Oakworth Capital, Inc. 0.00% Reduce -3.2% 604 $47K
Jamison Private Wealth Management, Inc. 0.01% New 565 $44K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.01% New 565 $44K
Innealta Capital, LLC 0.01% Reduce -93.7% 549 $43K
Bfsg, LLC 0.01% No change 539 $42K
Valued Wealth Advisors LLC 0.03% No change 531 $42K
Bear Mountain Capital, Inc. 0.02% No change 508 $41K
GoalVest Advisory LLC 0.01% Reduce -78.3% 522 $41K
Kathleen S. Wright Associates Inc. 0.02% New 517 $41K
Planning Capital Management Corp 0.03% No change 515 $40K
Advantage Trust Co 0.03% No change 500 $39K
Ramirez Asset Management, Inc. 0.01% No change 500 $39K
Dunhill Financial, LLC 0.02% No change 486 $38K
West Financial Advisors, LLC 0.01% Reduce -15.1% 482 $38K
Robinswood Financial LLC 0.02% Add +1.5% 481 $38K
Fairscale Capital, LLC 0.03% — 454 $37K
Financial Freedom, LLC 0.02% Add +1.8% 450 $35K
Beach Investment Counsel Inc. 0.00% New 441 $35K
Bollard Group LLC 0.00% Add +0.9% 434 $34K
Pacifica Partners Inc. 0.01% No change 412 $33K
Baldwin Wealth Partners LLC 0.00% Reduce -49.1% 410 $32K
Arax Advisory Partners 0.00% Add +122.1% 402 $31K
Joseph Group Capital Management 0.01% Reduce -12.1% 356 $28K
SYM FINANCIAL Corp 0.00% New 334 $26K
Triad Wealth Partners, LLC 0.01% New 323 $25K
Tacita Capital Inc 0.02% Reduce -46.9% 300 $23K
Atlas Capital Advisors Inc. 0.00% No change 299 $23K
Caldwell Sutter Capital, Inc. 0.01% Add +7.3% 292 $23K
Mitchell Sinkler & Starr 0.01% New 280 $22K
VitalStone Financial, LLC 0.02% Add +0.7% 278 $22K
EnRich Financial Partners LLC 0.01% No change 273 $21K
Studio Investment Management LLC 0.00% No change 268 $21K
Kiely Wealth Advisory Group, Inc. 0.01% New 258 $20K
Centennial Bank 0.01% No change 250 $20K
Rise Advisors, LLC 0.01% Add +2.0% 250 $20K
Howe & Rusling Inc. 0.00% No change 238 $19K
Gleason Group, Inc. 0.00% Add +1.8% 233 $18K
Eagle Bay Advisors LLC 0.01% No change 224 $18K
POM Investment Strategies, LLC 0.01% No change 223 $17K
Atwood & Palmer Inc. 0.00% New 222 $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
Caitlin John, LLC 0.01% No change 185 $14K
C M Bidwell & Associates Ltd. 0.01% No change 182 $14K
Integrity Financial Corp 0.01% No change 180 $14K
ZynergyRetirementPlanningLLC 0.01% — 174 $14K
Field & Main Bank 0.01% No change 174 $14K
Burkett Financial Services, LLC 0.01% Add +1.8% 173 $14K
Fortis Group Advisors, LLC 0.00% No change 173 $14K
CKW Financial Group 0.00% Add +1.2% 171 $13K
Hazlett, Burt & Watson, Inc. 0.01% No change 155 $12K
Glassman Wealth Services 0.00% Add +1.3% 151 $12K
Ruedi Wealth Management, Inc. 0.00% No change 150 $12K
Nordwand Advisors, LLC 0.01% No change 149 $12K
Ransom Advisory, Ltd 0.01% No change 146 $11K
Stephens Consulting, LLC 0.00% Reduce -1.4% 142 $11K
Opal Wealth Advisors, LLC 0.00% New 137 $11K
Bank & Trust Co 0.01% — 135 $11K
Balefire, LLC 0.00% New 132 $10K
Cape Investment Advisory, Inc. 0.00% No change 117 $9K
Investors Research Corp 0.00% Add +633.3% 110 $9K
American Capital Advisory, LLC 0.01% Reduce -23.5% 114 $9K
Tyler-Stone Wealth Management 0.00% No change 103 $8K
Tanaka Capital Management Inc. 0.02% No change 103 $8K
1620 Investment Advisors, Inc. 0.01% New 100 $8K
Princeton Global Asset Management LLC 0.00% No change 100 $8K
Horrell Capital Management, Inc. 0.00% No change 95 $7K
Pacific Center for Financial Services 0.00% No change 89 $7K
Mfa Wealth Advisors, LLC 0.00% New 87 $7K
Emfo, LLC 0.01% No change 85 $7K
Highline Wealth Partners LLC 0.00% Reduce -91.4% 80 $6K
Lowe Wealth Advisors, LLC 0.00% Add +75.0% 77 $6K
Louisbourg Investments Inc. 0.00% Reduce -80.0% 75 $6K
Sanctuary Wealth Management, L.L.C. 0.00% No change 70 $5K
Cultivar Capital, Inc. 0.00% New 68 $5K
Investment Research & Advisory Group, Inc. 0.00% No change 64 $5K
Thompson Investment Management, Inc. 0.00% No change 62 $5K
WR Wealth Planners, LLC 0.00% Reduce -61.8% 60 $5K
Alaska Wealth Advisors, LLC 0.00% No change 57 $4K
MeadowBrook Investment Advisors LLC 0.00% No change 54 $4K
Allianz Asset Management GmbH 0.00% Reduce -100.0% 47 $4K
FWL Investment Management, LLC 0.00% No change 41 $3K
Householder Group Estate & Retirement Specialist, LLC 0.00% No change 43 $3K
Wallace Hart LLC 0.00% No change 38 $3K
NFSG Corp 0.00% Reduce -80.8% 35 $3K
Luken Investment Analytics, LLC 0.00% No change 31 $2K
Financial Management Professionals, Inc. 0.00% Add +27.8% 23 $2K
Operose Advisors LLC 0.00% No change 22 $2K
Aspire Wealth Management Corp 0.00% No change 17 $1K
Provident Wealth Management, LLC 0.00% No change 15 $1K
Transamerica Financial Advisors, LLC 0.00% No change 2 $1K
Providence Capital Advisors, LLC 0.00% No change 4 $313
REAP Financial Group, LLC 0.00% New 4 $313
McClarren Financial Advisors, Inc. 0.00% Reduce -85.8% 469 $262
Capstone Investment Advisors, LLC 0.00% Reduce -100.0% 1 $78
Bare Financial Services, Inc 0.00% New 1 $56

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