iShares MSCI Eafe ETFEFAETF

13F holders, Q3 2024 (September 30)
1,861holders +8
95new positions
86sold out
6famous investors
$83.55avg. 13F price*

At the end of Q3 2024, 1,861 institutions reported holding iShares MSCI Eafe ETF (EFA) in their 13F filings, up 8 from Q2 2024. 95 opened new positions and 86 sold out. The largest holders were BlackRock, Inc. ($7.3B), Bank of America Corp. ($2.7B) and Goldman Sachs Group Inc. ($2.7B). 6 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Cliff Asness (0.0% of AQR Capital Management'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 Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions95$431.4M
Exits86$166.2M

All 13F filers, Q2 2024 → Q3 2024: 26,745,092 shares bought and 28,302,384 shares sold, net −1,557,292 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,861 holders

BlackRock, Inc. 0.15% — 87,442,494 $7.3B
Bank of America Corp. 0.24% Reduce -10.1% 32,805,433 $2.7B
Goldman Sachs Group Inc. 0.52% Reduce -1.9% 32,426,802 $2.7B
Morgan Stanley 0.15% Reduce -1.2% 24,770,307 $2.1B
Northern Trust Corp. 0.29% Reduce -0.6% 20,968,447 $1.8B
JPMorgan Chase & Co. 0.14% Reduce -14.9% 20,604,151 $1.7B
Wells Fargo & Company 0.29% Reduce -0.4% 14,167,100 $1.2B
Jane Street Group, LLC 1.69% Add +3.4% 12,542,678 $1.0B
UBS Group AG 0.25% Reduce -0.6% 10,816,236 $904.6M
FMR LLC 0.05% Reduce -1.7% 9,623,951 $804.9M
PNC Financial Services Group, Inc. 0.49% Reduce -2.1% 9,152,736 $765.4M
Royal Bank of Canada 0.16% Add +27.7% 8,689,091 $726.7M
Envestnet Asset Management Inc. 0.23% Reduce -2.5% 8,550,980 $715.1M
US Bancorp \de 0.81% Reduce -0.4% 7,512,547 $628.3M
Bank of New York Mellon Corp 0.11% Reduce -1.1% 7,265,692 $607.6M
Susquehanna International Group, LLP 1.05% Add +31.2% 7,257,312 $606.9M
TD Asset Management Inc 0.52% Add +21.7% 7,087,429 $594.8M
AlTi Global, Inc. 13.93% Add +4.1% 6,928,758 $579.5M
Northwestern Mutual Investment Management Company, LLC 12.88% Add +37.4% 6,603,381 $552.2M
Jones Financial Companies LLLP 0.46% Add +1.1% 5,377,783 $451.2M
Bank of Montreal 0.15% Add +1.2% 3,761,738 $315.7M
LPL Financial LLC 0.14% Add +0.6% 3,695,552 $309.1M
Truist Financial Corp. 0.43% Reduce -4.9% 3,238,203 $270.8M
Board of Trustees of The Leland Stanford Junior University 22.92% No change 3,217,267 $269.1M
Mariner, LLC 0.44% Reduce -1.1% 2,958,301 $247.4M
CIBC Asset Management Inc 0.78% Add +6.1% 2,872,661 $240.2M
Sand Hill Global Advisors, LLC 9.61% Add +1.3% 2,726,546 $228.0M
Regions Financial Corp. 1.48% Reduce -2.8% 2,459,839 $205.7M
Ameriprise Financial Inc. 0.05% Add +1.3% 2,299,620 $192.3M
Badgley Phelps Wealth Managers, LLC 4.46% Add +0.9% 2,292,858 $191.8M
Hackensack Meridian Health, Inc. 19.68% Add +200.8% 2,291,932 $191.7M
Northwestern Mutual Wealth Management Co. 0.16% Add +9.1% 2,196,788 $183.7M
Hirtle & Co., LLC 8.19% Reduce -1.8% 2,068,928 $173.0M
Squarepoint Ops LLC 0.57% Reduce -9.7% 2,065,524 $172.7M
Creative Planning 0.17% Reduce -1.4% 2,044,956 $170.4M
Mackenzie Financial Corp. 0.23% Reduce -1.0% 2,005,057 $167.7M
M&T Bank Corp 0.55% Reduce -2.8% 2,001,019 $167.3M
Prudential Financial Inc. 0.22% Reduce -8.0% 1,830,688 $153.1M
Comerica Bank 0.60% Add +6.7% 1,817,929 $152.0M
Rockefeller Capital Management L.P. 0.40% Reduce -0.9% 1,775,402 $148.4M
Corient Private Wealth LP 0.23% Add +2.6% 1,893,556 $147.7M
Stifel Financial Corp. 0.15% Reduce -8.9% 1,712,248 $143.2M
Keybank National Association 0.54% Reduce -2.8% 1,674,767 $140.1M
BNP Paribas Financial Markets 0.13% Reduce -47.8% 1,603,706 $134.1M
Financial Engines Advisors L.L.C. 0.27% Reduce -5.2% 1,571,615 $131.4M
Toronto Dominion Bank 0.23% Add +65.7% 2,240,907 $129.3M
Cullen/Frost Bankers, Inc. 1.75% Add +3.4% 1,531,553 $128.1M
Natixis Advisors, LLC 0.24% Reduce -22.4% 1,501,457 $125.6M
HighTower Advisors, LLC 0.18% Add +0.7% 1,496,206 $125.1M
Fifth Third Bancorp 0.45% Reduce -9.3% 1,488,656 $124.5M
Raymond James Financial Services Advisors, Inc. 0.17% Add +1.3% 1,480,812 $123.8M
Cerity Partners LLC 0.27% New 1,480,164 $122.7M
Arvest Bank Trust Division 6.87% — 1,425,565 $119.2M
Baird Financial Group, Inc. 0.22% Add +1.7% 1,335,401 $111.7M
Causeway Capital Management LLC 2.67% Add +13600.0% 1,299,033 $108.6M
Raymond James & Associates 0.06% Reduce -5.3% 1,259,664 $105.3M
Halbert Hargrove Global Advisors, LLC 5.65% Reduce -18.5% 1,219,891 $102.0M
Captrust Financial Advisors 0.30% Reduce -2.6% 1,257,145 $99.7M
CIBC Private Wealth Group LLC 0.18% Reduce -0.2% 1,177,680 $98.5M
Old Mission Capital LLC 2.15% New 1,171,011 $97.9M
Commonwealth Equity Services, LLC 0.15% Reduce -0.9% 1,146,188 $95.9M
Linscomb Wealth, Inc. 4.39% Reduce -4.4% 1,058,087 $88.5M
Cetera Investment Advisers 0.19% Add +4.4% 1,018,168 $85.1M
USA Financial Formulas 12.72% Add +35177.0% 977,879 $81.8M
Glenmede Trust Co. NA 0.39% Reduce -0.6% 964,379 $80.7M
Wit, LLC 2.32% — 759 $80.5M
Bokf, NA 1.39% Reduce -0.2% 951,118 $78.1M
Wealth Enhancement Advisory Services, LLC 0.17% Add +2.1% 921,261 $77.0M
DRW Securities, LLC 4.22% Add +471.5% 915,832 $76.6M
Capital International Investors 0.01% Add +11.9% 894,479 $75.1M
Miller Investment Management, LP 7.72% Add +7.1% 886,075 $74.1M
Pathstone Holdings, LLC 0.32% Add +0.6% 864,943 $72.3M
Ensign Peak Advisors, Inc 0.13% No change 857,603 $71.7M
WoodTrust Financial Corp 10.12% Add +6.1% 851,314 $71.2M
Modern Wealth Management, LLC 4.36% Add +10431.8% 850,234 $71.1M
Accredited Investors Inc. 4.05% Reduce -3.6% 846,895 $70.8M
Blair William & Co. 0.21% Add +1.5% 844,548 $70.6M
Janney Montgomery Scott LLC 0.19% Reduce -1.2% 829,496 $69.4M
Mercer Global Advisors Inc. 0.16% Reduce -7.2% 830,209 $69.0M
AMG National Trust Bank 1.77% Reduce -7.7% 781,581 $65.4M
Barclays PLC 0.03% Reduce -23.4% 781,269 $65.3M
Brown Advisory Inc. 0.08% Add +1.9% 756,955 $63.3M
Allspring Global Investments Holdings, LLC 0.10% Reduce -6.2% 756,874 $63.3M
Valmark Advisers, Inc. 0.99% Add +1.9% 754,847 $63.1M
Cresset Asset Management, LLC 0.24% Reduce -0.1% 746,961 $62.5M
National Bank of Canada 0.08% Add +108.8% 737,398 $61.6M
Annis Gardner Whiting Capital Advisors, LLC 17.13% No change 726,829 $60.8M
Osaic Holdings, Inc. 0.14% Add +3.6% 721,000 $60.3M
Stock Yards Bank & Trust Co. 1.93% Add +1.8% 715,307 $59.8M
Wilmington Savings Fund Society, FSB 1.03% Add +634.7% 687,957 $57.5M
Franklin Resources Inc. 0.02% Add +1.4% 693,188 $57.2M
Hancock Whitney Corp. 1.78% Add +0.2% 662,183 $55.4M
BIP Wealth, LLC 3.76% Add +8.5% 659,487 $55.1M
Deutsche Bank AG 0.02% Reduce -0.9% 654,938 $54.8M
Becker Capital Management Inc. 1.77% Add +2.1% 649,462 $54.3M
MML Investors Services, LLC 0.20% Reduce -6.6% 649,059 $54.3M
Valeo Financial Advisors, LLC 1.54% Reduce -5.8% 646,170 $54.0M
MassMutual Private Wealth & Trust, FSB 1.53% Reduce -7.7% 642,894 $53.8M
Bontempo Ohly Capital Mgmt LLC 24.28% Add +1.4% 636,366 $53.2M
Arrowstreet Capital, Limited Partnership 0.04% Add +35.4% 631,556 $52.8M
Cibc World Market Inc. 0.12% Reduce -1.4% 631,412 $52.8M
First Horizon Advisors, Inc. 1.43% Reduce -0.7% 615,255 $51.5M
Bank of Nova Scotia 0.10% Add +0.2% 606,079 $50.7M
Alliancebernstein L.P. 0.02% Add +19.6% 589,033 $49.3M
HT Partners LLC 17.11% Reduce -5.9% 577,968 $48.3M
Waterway Wealth Management, LLC 20.73% Add +3.2% 577,002 $48.3M
Trustmark Bank Trust Department 3.63% Add +0.4% 575,239 $48.1M
CW Advisors, LLC 0.64% Reduce -8.4% 572,592 $47.9M
Modera Wealth Management, LLC 0.59% Reduce -0.4% 556,501 $46.5M
Wealthspire Advisors, LLC 0.47% Add +11.5% 555,386 $46.4M
MainStreet Investment Advisors LLC 6.07% Reduce -19.2% 546,475 $45.7M
Choreo, LLC 0.67% Add +0.8% 549,620 $45.6M
Focus Partners Wealth 0.14% Reduce -43.7% 539,960 $45.2M
Savant Capital, LLC 0.37% Add +4.1% 534,459 $44.7M
SCS Capital Management LLC 0.89% Add +16.5% 525,750 $44.0M
NewEdge Wealth, LLC 0.78% Reduce -1.1% 517,790 $43.3M
Fiducient Advisors LLC 4.99% Reduce -4.3% 516,956 $43.2M
Synovus Financial Corp. 0.50% Add +1.2% 515,716 $43.1M
LBMC Investment Advisors, LLC 3.36% Reduce -1.8% 508,372 $42.5M
Citizens Financial Group Inc. 0.84% Reduce -1.4% 497,764 $41.6M
State of Wyoming 5.88% Reduce -0.3% 492,920 $41.2M
Paulson Wealth Management Inc. 10.70% Add +8.7% 478,110 $40.0M
Greenleaf Trust 0.35% Reduce -0.9% 474,314 $39.7M
Johnson Investment Counsel Inc. 0.39% Reduce -0.7% 474,090 $39.6M
1ST Source Bank 2.19% Add +2.5% 464,276 $38.8M
Clearstead Advisors, LLC 0.60% Add +2.6% 459,202 $38.4M
Nisa Investment Advisors, LLC 0.23% No change 459,150 $38.4M
Dynasty Wealth Management, LLC 1.16% Add +0.0% 458,667 $38.4M
BTC Capital Management, Inc. 3.34% Add +13.3% 449,452 $37.6M
Confluence Wealth Services, Inc. 2.73% Add +7.9% 445,779 $37.3M
TD Private Client Wealth LLC 1.06% Add +9.1% 440,312 $36.8M
Destination Wealth Management 1.12% Add +0.7% 431,355 $36.1M
NorthRock Partners, LLC 1.18% Reduce -2.7% 429,790 $35.9M
OMERS ADMINISTRATION Corp 0.32% Add +16.3% 420,175 $35.2M
Walleye Trading LLC 0.84% Add +445.5% 419,091 $35.0M
IFG Advisors, LLC 7.44% Add +5.0% 416,476 $34.8M
Kestra Advisory Services, LLC 0.19% Reduce -23.4% 416,306 $34.8M
FineMark National Bank & Trust 1.20% Add +2.5% 411,205 $34.4M
Fiera Capital Corp 0.10% Reduce -2.3% 405,006 $33.9M
Country Club Bank 2.17% Add +3.6% 386,853 $32.5M
Ballentine Partners, LLC 0.55% Reduce -1.6% 385,250 $32.2M
MetLife Investment Management, LLC 0.18% Reduce -27.9% 379,500 $31.7M
Commerce Bank 0.19% Reduce -1.6% 379,140 $31.7M
DT Investment Partners, LLC 2.51% No change 370,143 $31.0M
Cambridge Investment Research Advisors, Inc. 0.10% Add +14.5% 365,590 $30.6M
HSBC Holdings PLC 0.02% Reduce -78.2% 365,490 $30.6M
Keel Point, LLC 2.52% Reduce -5.6% 362,369 $30.3M
Arbor Investment Advisors, LLC 3.97% Reduce -3.2% 358,627 $30.0M
Mesirow Financial Investment Management, Inc. 0.58% Reduce -0.3% 357,445 $29.9M
MAI Capital Management 0.28% Reduce -1.7% 351,004 $29.4M
Equitable Holdings, Inc. 0.28% Add +6.6% 347,680 $29.1M
Strategic Wealth Partners, Ltd. 2.78% Add +2.6% 345,322 $28.9M
iA Global Asset Management Inc. 0.51% Reduce -2.2% 344,155 $28.8M
Raymond James Trust N.A. 0.63% Add +5.7% 343,852 $28.8M
Summit Trail Advisors, LLC 0.71% Add +21.6% 341,991 $28.6M
Principal Financial Group Inc. 0.02% Reduce -2.3% 336,351 $28.1M
Parkside Advisors LLC 6.68% Add +3.7% 336,217 $28.1M
Moneta Group Investment Advisors LLC 0.41% Add +5.3% 335,945 $28.1M
Retirement Systems of Alabama 0.10% No change 335,666 $28.1M
Thrivent Financial for Lutherans 0.05% Add +41.0% 335,596 $28.1M
Aristotle Capital Management, LLC 0.05% Add +7.9% 333,000 $27.8M
Tanglewood Wealth Management, Inc. 3.20% Reduce -4.7% 332,168 $27.8M
D.A. Davidson & Co. 0.22% Reduce -0.3% 324,024 $27.1M
Minot Capital, LP 7.60% No change 321,218 $26.9M
Stairway Partners, LLC 1.72% Reduce -89.0% 320,945 $26.8M
Pinnacle Financial Partners Inc 0.54% Add +1.2% 319,548 $26.7M
Envestnet Portfolio Solutions, Inc. 0.09% Reduce -4.8% 316,866 $26.5M
Orion Porfolio Solutions, LLC 0.26% Add +0.3% 308,694 $25.8M
Orion Portfolio Solutions, LLC 0.26% Add +0.3% 308,694 $25.8M
Swan Global Investments, LLC 1.24% Reduce -7.4% 306,800 $25.7M
Healthcare of Ontario Pension Plan Trust Fund 0.06% No change 306,000 $25.6M
Jasper Ridge Partners, L.P. 0.73% No change 304,801 $25.5M
Flputnam Investment Management Co. 0.45% Reduce -8.4% 299,929 $25.1M
Oppenheimer Asset Management Inc. 0.30% Add +86.9% 299,382 $25.0M
Wolverine Trading, LLC 0.65% Add +292.9% 295,555 $24.8M
Brewster Financial Planning LLC 19.11% Add +1.3% 294,643 $24.6M
Stephens Inc. 0.35% Add +3.4% 294,045 $24.6M
Bailard, Inc. 0.64% Reduce -77.0% 293,492 $24.5M
First Commonwealth Financial Corp 5.87% Reduce -1.4% 293,405 $24.5M
Ieq Capital, LLC 0.30% Add +3.3% 292,762 $24.5M
Greenfield FTC, Inc. 5.27% No change 290,428 $24.3M
Grant Street Asset Management, Inc. 7.02% Add +604.8% 286,696 $24.0M
F/m Investments LLC 0.74% No change 282,692 $23.6M
Connable Office Inc. 2.35% Reduce -6.0% 278,862 $23.3M
Latigo Investments, LLC 11.38% No change 278,590 $23.3M
Citigroup Inc. 0.02% Reduce -38.1% 278,025 $23.3M
Pinkerton Wealth, LLC 3.36% New 275,968 $23.1M
Composition Wealth, LLC 0.53% Add +3.0% 275,560 $23.0M
Arrien Investments, Inc. 16.48% Reduce -0.5% 273,016 $22.8M
Financial Counselors Inc. 0.33% Add +42.8% 266,573 $22.3M
Salomon & Ludwin, LLC 2.24% Reduce -8.4% 262,197 $21.9M
IFP Advisors, Inc 0.78% Reduce -1.7% 259,730 $21.7M
Vestor Capital, LLC 1.70% Reduce -1.6% 257,783 $21.6M
Courier Capital LLC 1.48% Add +2.2% 257,724 $21.6M
Verger Capital Management LLC 10.65% Reduce -8.0% 257,333 $21.5M
Colton Groome Financial Advisors, LLC 7.97% Add +1.8% 254,702 $21.3M
Apollon Wealth Management, LLC 0.60% Add +426.7% 254,400 $21.3M
Conning Inc. 0.73% Add +0.7% 253,895 $21.2M
Beacon Pointe Advisors, LLC 0.24% Reduce -4.8% 251,403 $21.0M
Portland Global Advisors LLC 2.61% Add +0.7% 248,016 $20.7M
Painted Porch Advisors LLC 10.44% Add +6.3% 246,738 $20.6M
Cornerstone Management, Inc. 4.18% Reduce -10.3% 239,422 $20.0M
StoneX Group Inc. 1.45% Add +9.5% 238,102 $19.9M
Allie Family Office LLC 10.64% Reduce -0.7% 236,113 $19.7M
Financial & Tax Architects, LLC 4.97% Reduce -2.1% 231,301 $19.3M
Prosperity Planning, Inc. 8.60% Add +1.2% 231,201 $19.3M
First Hawaiian Bank 0.62% Reduce -1.8% 231,127 $19.3M
Avantax Advisory Services, Inc. 0.13% Add +1.8% 230,418 $19.3M
Unique Wealth, LLC 4.41% Add +30.6% 230,223 $19.3M
NorthCoast Asset Management LLC 0.14% Add +40.8% 639,861 $19.2M
Lake Street Advisors Group, LLC 0.89% Reduce -0.6% 229,229 $19.2M
Mondrian Investment Partners LTD 0.29% Add +478.8% 228,938 $19.1M
Pittenger & Anderson Inc. 0.71% Reduce -0.1% 227,164 $19.0M
Brighton Jones LLC 0.71% Reduce -5.5% 224,558 $18.8M
RVW Wealth, LLC 1.71% Reduce -1.8% 219,479 $18.4M
Lazard Asset Management LLC 0.03% Reduce -65.9% 216,796 $18.1M
Personal Cfo Solutions, LLC 2.53% Reduce -6.8% 216,610 $18.1M
Steward Partners Investment Advisory, LLC 0.16% Add +7.9% 212,919 $17.8M
Concurrent Investment Advisors, LLC 0.53% Add +1057.0% 212,781 $17.8M
Parallel Advisors, LLC 0.42% Add +3.1% 211,839 $17.7M
US Financial Advisors, LLC 5.51% Add +1.7% 211,746 $17.7M
Patton Fund Management, Inc. 3.64% Reduce -3.2% 210,612 $17.6M
Atria Investments, Inc 0.22% Reduce -60.6% 209,929 $17.6M
Tandem Wealth Advisors LLC 8.85% Reduce -16.8% 208,921 $17.5M
Park Avenue Securities LLC 0.20% Reduce -0.4% 208,895 $17.5M
ABLE Financial Group, LLC 5.40% Add +16.2% 208,859 $17.5M
Clear Creek Financial Management, LLC 1.93% Add +504.7% 204,053 $17.1M
Quest Investment Management LLC 1.97% Reduce -3.8% 201,029 $16.8M
Taikang Asset Management (Hong Kong) Co Ltd 1.76% Add +2.4% 200,155 $16.7M
DE Burlo Group Inc. 2.04% New 198,200 $16.6M
Allen Investment Management, LLC 0.20% Reduce -4.5% 196,810 $16.5M
Central Bank & Trust Co. 2.27% Reduce -0.3% 196,655 $16.4M
Fort Point Capital Partners LLC 2.06% Add +2.9% 196,402 $16.4M
Inspire Trust Co, N.A. 4.46% Add +12.2% 193,830 $16.2M
Heartwood Wealth Advisors LLC 1.78% Add +0.8% 192,399 $16.1M
Litman Gregory Wealth Management LLC 1.34% Add +1.2% 191,954 $16.1M
National Philanthropic Trust 0.29% Reduce -0.5% 191,638 $16.0M
Atria Wealth Solutions, Inc. 0.17% Reduce -2.5% 190,649 $15.9M
Evercore Wealth Management, LLC 0.24% Reduce -6.3% 190,633 $15.9M
Hantz Financial Services, Inc. 0.28% Reduce -7.9% 190,366 $15.9M
Wellington Management Group LLP 0.00% Add +0.1% 189,698 $15.9M
Brown Brothers Harriman & Co. 0.11% Add +13.3% 187,801 $15.7M
Curi Capital, LLC 0.36% Reduce -35.5% 186,855 $15.6M
Tiaa Trust, National Association 0.05% Reduce -3.6% 184,956 $15.5M
Canandaigua National Bank & Trust Co. 1.47% New 184,414 $15.4M
HB Wealth Management, LLC 0.16% Add +1.8% 181,095 $15.1M
Eq LLC 7.55% Add +5.1% 180,435 $15.1M
Cape Ann Savings Bank 8.66% Add +8.3% 178,538 $14.9M
Almanack Investment Partners, LLC. 2.33% Add +4.0% 177,598 $14.9M
EP Wealth Advisors, LLC 0.13% Add +12.0% 176,539 $14.8M
GLOBALT Investments LLC / GA 0.55% Add +40.4% 175,363 $14.7M
Marquette Associates, Inc. 10.56% No change 175,334 $14.7M
Cibc World Markets Corp. 0.11% Add +1.9% 174,633 $14.6M
Waverly Advisors, LLC 0.27% Reduce -1.3% 173,871 $14.5M
MCF Advisors LLC 1.02% Reduce -0.3% 173,782 $14.5M
Venturi Wealth Management, LLC 0.76% Add +7.0% 173,749 $14.5M
Simplex Trading, LLC 0.49% New 173,650 $14.5M
Hills Bank & Trust Co 1.09% Reduce -0.6% 172,407 $14.4M
UMB Bank, n.a. 0.22% Reduce -5.2% 171,091 $14.3M
Heritage Wealth Advisors 0.67% Reduce -1.7% 170,772 $14.3M
Verdence Capital Advisors LLC 1.13% Add +7.5% 170,010 $14.2M
Fiduciary Trust Co 0.20% Add +7.2% 169,807 $14.2M
Oxford Financial Group, LTD. LLC 0.90% Reduce -2.6% 169,803 $14.2M
Silvercrest Asset Management Group LLC 0.10% Add +0.5% 169,484 $14.2M
Oppenheimer & Co. Inc. 0.21% Add +2.7% 167,457 $14.0M
Sanctuary Advisors, LLC 0.09% Add +4.1% 179,239 $13.9M
Federation des caisses Desjardins du Quebec 0.07% Add +10.7% 164,852 $13.8M
Bluespring Wealth Management, LLC 1.37% Reduce -3.1% 163,487 $13.7M
Darwin Wealth Management, LLC 3.74% New 163,084 $13.6M
Manufacturers Life Insurance Company, The 0.01% Reduce -44.5% 162,500 $13.6M
Berkshire Money Management, Inc. 1.51% Add +7.4% 157,849 $13.2M
Idaho Trust Co 6.36% Add +0.7% 157,595 $13.2M
Bartlett & Co. Wealth Management LLC 0.19% Reduce -0.7% 157,524 $13.2M
Cambiar Investors LLC 0.50% Reduce -15.2% 155,740 $13.0M
Private Advisor Group, LLC 0.08% Reduce -2.4% 154,845 $12.9M
Perigon Wealth Management, LLC 0.35% Add +7.0% 154,665 $12.9M
Shulman DeMeo Asset Management LLC 3.14% Reduce -1.1% 152,929 $12.8M
Quent Capital, LLC 1.29% Reduce -0.7% 152,208 $12.7M
Calamos Wealth Management LLC 0.65% Add +19.3% 149,694 $12.5M
Whittier Trust Co. 0.17% Reduce -6.0% 149,073 $12.5M
Whittier Trust Co. of Nevada Inc. 0.32% Add +9.4% 148,889 $12.5M
One Capital Management, LLC 0.40% Reduce -11.2% 148,206 $12.4M
Spire Wealth Management 0.42% Reduce -1.4% 147,647 $12.3M
Yousif Capital Management, LLC 0.13% Add +85.7% 147,523 $12.3M
Martin & Co. Inc. 2.90% Reduce -0.3% 147,304 $12.3M
Crestwood Advisors Group, LLC 0.23% Add +3.6% 146,493 $12.3M
Foster & Motley Inc. 0.78% Reduce -1.7% 146,299 $12.2M
Corebridge Financial, Inc. 0.06% Reduce -31.2% 145,300 $12.2M
Camarda Financial Advisors, LLC 4.50% New 143,558 $12.0M
Freestone Capital Holdings, LLC 0.41% Reduce -1.3% 142,082 $11.9M
Brickley Wealth Management 2.42% Reduce -0.1% 141,999 $11.9M
Geneos Wealth Management Inc. 0.45% Add +0.4% 141,765 $11.9M
Waters Parkerson & Co., LLC 0.60% Reduce -0.2% 141,511 $11.8M
Strategies Wealth Advisors, LLC 1.58% Reduce -1.3% 141,169 $11.8M
SteelPeak Wealth, LLC 0.52% Add +2.2% 140,654 $11.8M
TCTC Holdings, LLC 0.40% Add +14.1% 139,568 $11.7M
Vanguard Group Inc. 0.00% Reduce -2.0% 138,970 $11.6M
NewEdge Advisors, LLC 0.07% Add +3.2% 137,839 $11.5M
Allworth Financial LP 0.07% Reduce -8.7% 137,565 $11.5M
Noble Family Wealth, LLC 3.08% No change 137,081 $11.5M
LGL Partners, LLC 1.58% Reduce -9.5% 134,913 $11.3M
Alera Investment Advisors, LLC 1.32% Reduce -3.8% 134,836 $11.3M
Federated Hermes, Inc. 0.02% Reduce -18.5% 132,000 $11.0M
Diversified Trust Co. 0.28% Reduce -0.8% 131,899 $11.0M
Harvest Investment Advisors, LLC 7.50% Reduce -0.9% 131,870 $11.0M
WealthBridge Investment Counsel Inc. 3.90% Reduce -0.8% 131,475 $11.0M
United Asset Strategies, Inc. 1.02% Reduce -6.2% 131,471 $11.0M
IHT Wealth Management, LLC 0.31% Add +95.9% 131,842 $11.0M
Hilltop National Bank 3.33% Add +7.4% 131,132 $11.0M
Sterling Group Wealth Management, LLC 5.79% Add +4.3% 130,522 $10.9M
Kayne Anderson Rudnick Investment Management LLC 0.02% Add +45.2% 129,941 $10.9M
Alberta Investment Management Corp 0.10% New 130,000 $10.9M
Corundum Group, Inc. 4.95% Reduce -11.5% 129,679 $10.8M
Simmons Bank 0.78% Reduce -2.9% 129,208 $10.8M
Select Asset Management & Trust 3.97% Reduce -33.1% 128,995 $10.8M
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 2.62% Reduce -4.7% 127,883 $10.7M
Checchi Capital Advisers, LLC 0.80% Reduce -0.8% 127,759 $10.7M
Cambridge Associates LLC /Ma/ 0.40% No change 127,639 $10.7M
Parkside Financial Bank & Trust 1.49% Add +12.5% 127,636 $10.7M
Precedent Wealth Partners, LLC 3.52% Reduce -2.3% 127,532 $10.7M
J.W. Cole Advisors, Inc. 0.45% Add +0.8% 127,452 $10.7M
Amarillo National Bank 1.93% Reduce -19.7% 126,490 $10.6M
Caprock Group, LLC 0.38% Reduce -7.8% 126,151 $10.6M
Chesley Taft & Associates LLC 0.50% Add +0.2% 125,406 $10.5M
Laird Norton Wetherby Trust Company, LLC 1.37% Add +101.9% 125,228 $10.5M
Heritage Investors Management Corp. 0.35% Reduce -1.2% 124,308 $10.4M
Wesbanco Bank Inc. 0.35% Reduce -1.6% 121,976 $10.2M
Mycio Wealth Partners, LLC 2.32% No change 120,947 $10.1M
United Community Bank 3.95% Reduce -4.3% 120,867 $10.1M
Arvest Investments, Inc. 1.51% Add +0.5% 119,321 $10.0M
Belmont Capital, LLC 1.65% No change 119,023 $10.0M
Aries Wealth Management 2.72% Add +11.9% 118,494 $9.9M
Mechanics Financial Corp 4.34% Reduce -2.1% 118,453 $9.9M
D L Carlson Investment Group Inc. 1.79% Add +2.2% 118,411 $9.9M
WASHINGTON TRUST Co 0.35% Reduce -1.5% 118,317 $9.9M
Fifth Third Wealth Advisors LLC 0.61% Add +33.8% 118,269 $9.9M
Monterey Private Wealth, Inc. 3.33% Reduce -1.0% 116,930 $9.8M
Qube Research & Technologies Ltd 0.02% New 116,488 $9.7M
Pure Financial Advisors, LLC 0.23% Reduce -5.6% 115,968 $9.7M
Canton Hathaway, LLC 2.41% No change 115,649 $9.7M
First Financial Bank - Trust Division 0.88% Add +4.8% 115,285 $9.6M
SpiderRock Advisors, LLC 0.21% Add +1.5% 115,243 $9.6M
West Coast Financial LLC 1.06% Add +1.8% 114,840 $9.6M
Mill Creek Capital Advisors, LLC 0.23% Add +3.2% 113,626 $9.5M
Aua Capital Management, LLC 5.49% Reduce -1.9% 113,326 $9.5M
Lindbrook Capital, LLC 0.83% Add +1.8% 112,525 $9.4M
Heritage Family Offices, LLP 4.85% Reduce -0.3% 112,228 $9.4M
Metropolitan Life Insurance Co 3.27% Add +2.6% 109,892 $9.2M
Dynamic Wealth Strategies, LLC 7.48% Add +0.3% 109,632 $9.2M
St. Louis Trust Co 1.28% No change 109,152 $9.1M
Summit Wealth & Retirement Planning, Inc. 2.90% Reduce -0.3% 108,768 $9.1M
Gray Private Wealth, LLC 5.43% Add +0.7% 108,565 $9.1M
Two Sigma Securities, LLC 0.71% Add +2362.1% 108,334 $9.1M
Ironwood Investment Management LLC 4.40% Add +0.3% 108,118 $9.0M
Orin Green Financial, LLC 3.89% Add +0.6% 107,753 $9.0M
Horizon Bancorp Inc. 4.12% Add +15.5% 106,379 $8.9M
Dimension Capital Management LLC 1.68% Add +5.6% 106,265 $8.9M
Hoge Financial Services, LLC 6.65% Reduce -0.9% 105,598 $8.8M
First Citizens Financial Corp 4.65% Reduce -2.4% 105,017 $8.8M
Nepc LLC 0.26% No change 104,912 $8.8M
Nixon Peabody Trust Co. 0.73% Add +0.3% 104,653 $8.8M
Hall Kathryn A. 1.83% No change 104,630 $8.8M
Ascension Capital Advisors, Inc. 4.06% New 103,990 $8.7M
Oldfather Financial Services, LLC 3.33% Reduce -0.3% 103,374 $8.6M
Okabena Investment Services Inc. 2.44% No change 103,306 $8.6M
Common Fund for Nonprofit Organizations 1.03% New 103,172 $8.6M
Burke & Herbert Bank & Trust Co. 2.00% Add +3.6% 102,963 $8.6M
Corepath Wealth Partners LLC 8.35% Add +2.9% 104,169 $8.6M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.23% Reduce -0.8% 102,558 $8.6M
Financial Enhancement Group LLC 1.66% Add +12.9% 117,271 $8.6M
Fluent Financial, LLC 4.12% Add +3.3% 102,357 $8.6M
Credit Agricole S A 0.04% Reduce -14.6% 102,111 $8.5M
Coldstream Capital Management Inc. 0.18% Add +1.0% 101,318 $8.5M
Panagora Asset Management Inc. 0.04% Add +96.7% 100,979 $8.4M
Townsquare Capital LLC 0.10% Add +318.2% 100,489 $8.4M
Banco Bilbao Vizcaya Argentaria, S.A. 0.08% Add +129.3% 100,351 $8.4M
Blankinship & Foster, LLC 2.04% Reduce -1.6% 99,688 $8.3M
Tolleson Wealth Management, Inc. 1.58% Reduce -0.6% 99,436 $8.3M
Forvis Mazars Wealth Advisors, LLC 0.19% Reduce -3.4% 99,125 $8.3M
Fund Evaluation Group, LLC 0.46% Reduce -82.6% 98,693 $8.3M
BOK Financial Private Wealth, Inc. 0.60% Reduce -0.8% 98,768 $8.3M
Fulton Bank, N.A. 0.31% Add +7.6% 98,360 $8.2M
Fullerton Fund Management Co Ltd. 0.34% New 97,597 $8.2M
Whitegate Investment Counselors, Inc. 2.15% Reduce -3.6% 97,095 $8.1M
Parisi Gray Wealth Management 2.67% Add +138.1% 96,589 $8.1M
Sage Financial Management Group, Inc. 3.12% New 96,220 $8.0M
Neuberger Berman Group LLC 0.01% Reduce -13.3% 95,943 $8.0M
Wooster Corthell Wealth Management, Inc. 1.70% Reduce -0.3% 95,412 $8.0M
AE Wealth Management LLC 0.07% Add +1018.9% 94,947 $7.9M
Ironwood Financial, llc 1.66% Reduce -0.9% 94,235 $7.9M
Venture Visionary Partners LLC 0.35% Add +6.8% 93,375 $7.8M
Resolute Advisors LLC 1.59% Add +0.3% 92,785 $7.8M
LBJ Family Wealth Advisors, Ltd. 4.60% No change 92,725 $7.8M
Avidian Wealth Enterprises, LLC 0.35% Add +0.2% 92,460 $7.7M
Pine Valley Investments Ltd Liability Co 0.53% Reduce -23.6% 92,402 $7.7M
First National Trust Co 0.30% Add +0.5% 92,222 $7.7M
Bleakley Financial Group, LLC 0.23% Reduce -0.6% 91,678 $7.7M
Moloney Securities Asset Management, LLC 1.03% Add +1045.9% 91,043 $7.6M
Citizens Business Bank 1.54% Reduce -4.1% 91,039 $7.6M
Argent Trust Co 0.31% Reduce -0.2% 90,813 $7.6M
Powell Investment Advisors, LLC 3.52% Reduce -1.4% 90,157 $7.5M
Norden Group LLC 0.89% Add +646.2% 89,883 $7.5M
Rwa Wealth Partners, LLC 0.09% Reduce -2.1% 89,183 $7.5M
Madden Advisory Services, Inc. 3.39% Reduce -1.5% 88,579 $7.4M
Schneider Downs Wealth Management Advisors, LP 1.50% Reduce -0.5% 87,353 $7.3M
Belpointe Asset Management LLC 0.44% Add +119.4% 87,265 $7.3M
Hilltop Holdings Inc. 0.47% Add +52.0% 85,336 $7.1M
4Thought Financial Group Inc. 4.40% Add +0.2% 85,209 $7.1M
QRG Capital Management, Inc. 0.08% Add +11.2% 85,025 $7.1M
Sykon Capital LLC 2.43% Add +5.2% 82,466 $6.9M
Wealthcare Advisory Partners LLC 0.20% Add +0.4% 82,217 $6.9M
Legal & General Group Plc 0.00% Add +37.6% 82,150 $6.9M
Bristlecone Advisors, LLC 0.55% Reduce -1.8% 81,913 $6.9M
Stratos Wealth Advisors, LLC 0.31% Add +21.4% 81,818 $6.8M
First Western Trust Bank 0.30% Reduce -3.4% 80,418 $6.7M
Chevy Chase Trust Holdings, LLC 0.02% Add +54.6% 80,360 $6.7M
Coastline Trust Co 0.79% Reduce -27.5% 80,347 $6.7M
Prism Advisors, Inc. 1.92% Reduce -22.1% 80,245 $6.7M
Chicago Partners Investment Group LLC 0.24% Add +0.6% 83,694 $6.7M
United Capital Financial Advisors, LLC 0.05% Reduce -3.4% 79,752 $6.7M
Callan Family Office, LLC 1.12% Reduce -62.1% 79,544 $6.7M
Edge Capital Group, LLC 0.29% Add +0.8% 79,307 $6.6M
Tarbox Family Office, Inc. 1.09% Reduce -1.5% 79,268 $6.6M
Caisse de depot et placement du Quebec 0.01% Reduce -81.4% 78,938 $6.6M
Pitti Group Wealth Management, LLC 7.15% No change 87,195 $6.6M
LCM Capital Management Inc 3.78% Add +0.3% 78,508 $6.6M
Independence Bank of Kentucky 1.41% Reduce -0.6% 78,270 $6.5M
Grove Bank & Trust 0.96% Add +2.1% 77,762 $6.5M
ERn Financial, LLC 0.99% Add +0.1% 77,534 $6.5M
Bessemer Group Inc. 0.01% Add +15.7% 77,429 $6.5M
Lido Advisors, LLC 0.05% Reduce -3.5% 76,892 $6.4M
Castleark Management LLC 0.26% Reduce -78.9% 76,840 $6.4M
First Financial Bankshares Inc 0.14% No change 76,767 $6.4M
Caerus Investment Advisors, LLC 6.08% No change 76,737 $6.4M
NBT Bank, N.A. 0.43% Reduce -1.4% 76,484 $6.4M
Little House Capital LLC 1.83% Add +7.5% 76,238 $6.4M
Pathway Financial Advisors LLC 1.64% Reduce -0.4% 76,193 $6.4M
Great Valley Advisor Group, Inc. 0.16% Reduce -0.8% 75,936 $6.4M
Atlantic Union Bankshares Corp 0.37% Reduce -0.1% 75,842 $6.3M
Birch Hill Investment Advisors LLC 0.30% Add +0.8% 75,831 $6.3M
Cardiff Park Advisors, LLC 0.57% No change 75,566 $6.3M
Chesapeake Wealth Management 2.15% Add +0.1% 75,303 $6.3M
Angeles Investment Advisors, LLC 0.32% No change 75,285 $6.3M
Rakuten Investment Management, Inc. 0.04% No change 74,893 $6.3M
Murphy, Middleton, Hinkle & Parker, Inc. 3.38% Reduce -4.1% 74,901 $6.3M
Aaron Wealth Advisors LLC 0.75% Reduce -0.1% 74,818 $6.3M
Sterling Capital Management LLC 0.08% — 74,589 $6.2M
Boston Financial Mangement LLC 0.19% Reduce -0.7% 74,504 $6.2M
Sandy Spring Bank 0.26% Add +3.8% 74,338 $6.2M
Glen Eagle Advisors, LLC 1.05% Add +2.7% 74,049 $6.2M
Titleist Asset Management, LLC 0.90% Add +8.0% 73,993 $6.2M
Harbor Investment Advisory, LLC 0.61% Add +4.1% 73,924 $6.2M
Flagstar Securities, Inc. 1.56% Reduce -0.4% 73,590 $6.2M
Snowden Capital Advisors LLC 0.18% Add +3.7% 73,556 $6.2M
Ramsay, Stattman, Vela & Price, Inc. 1.14% Reduce -3.6% 73,520 $6.1M
Cadence Bank 0.42% New 73,460 $6.1M
BSW Wealth Partners 0.92% Reduce -1.3% 73,203 $6.1M
Baron Financial Group, LLC 3.73% Reduce -1.5% 72,875 $6.1M
Acadian Asset Management LLC 0.02% Add +75.3% 72,864 $6.1M
Phillips Financial Management, LLC 0.47% Reduce -7.1% 72,808 $6.1M
Crewe Advisors LLC 0.70% Add +3.1% 72,529 $6.1M
Compound Planning, Inc. 0.38% Reduce -3.4% 72,132 $6.0M
Sei Investments Co. 0.01% Reduce -0.8% 72,116 $6.0M
Delta Financial Advisors LLC 2.18% Add +4.3% 71,926 $6.0M
Amara Financial, Llc. 5.74% — 71,712 $6.0M
Peapack Gladstone Financial Corp. 0.09% Add +0.0% 71,644 $6.0M
Sepio Capital, LP 0.46% Add +0.5% 71,283 $6.0M
Simplicity Wealth,LLC 0.55% Reduce -57.5% 71,062 $5.9M
&partners 0.11% Add +101.5% 70,970 $5.9M
Retirement Planning Group, LLC 0.32% New 70,619 $5.9M
Arcataur Capital Management LLC 1.99% Reduce -0.3% 70,442 $5.9M
Robertson Stephens Wealth Management, LLC 0.22% Reduce -45.5% 70,321 $5.9M
Thornburg Investment Management Inc. 0.08% Reduce -34.2% 70,292 $5.9M
NewSquare Capital LLC 0.46% Add +4.0% 69,339 $5.8M
McKinley Carter Wealth Services, Inc. 0.35% Reduce -2.6% 69,052 $5.8M
FFT Wealth Management LLC 0.44% Reduce -6.9% 69,006 $5.8M
Family Firm, Inc. 1.26% Add +0.7% 167,635 $5.8M
Allen Mooney & Barnes Investment Advisors LLC 0.98% Reduce -1.6% 68,719 $5.7M
Bray Capital Advisors 1.40% Reduce -0.1% 68,269 $5.7M
Paragon Capital Management Ltd 1.12% Add +8.3% 68,115 $5.7M
TAP Consulting, LLC 1.12% Add +0.0% 67,980 $5.7M
Connors Investor Services Inc. 0.55% Add +1.6% 67,867 $5.7M
Syntrinsic LLC 1.88% Add +448.6% 67,560 $5.7M
Johnson Financial Group, Inc. 0.26% Add +10.1% 67,211 $5.6M
Connecticut Wealth Management, LLC 0.27% Reduce -1.0% 67,094 $5.6M
Nicolet Bankshares Inc. 1.13% Reduce -2.4% 67,038 $5.6M
Lodestar Private Asset Management LLC 0.71% Add +2.0% 66,866 $5.6M
Arbor Trust Wealth Advisors, LLC 2.94% No change 71,358 $5.6M
Kestra Private Wealth Services, LLC 0.10% Reduce -15.2% 66,145 $5.5M
New Republic Capital, LLC 3.17% Reduce -18.4% 65,933 $5.5M
Fi3 FINANCIAL ADVISORS, LLC 2.16% Reduce -2.7% 64,844 $5.4M
Ashton Thomas Private Wealth, LLC 0.29% Reduce -1.6% 64,686 $5.4M
Full Sail Capital, LLC 0.34% Reduce -1.9% 64,106 $5.4M
Webster Bank, N. A. 0.57% Reduce -0.8% 64,039 $5.4M
Rhumbline Advisers 0.00% Reduce -29.5% 63,897 $5.3M
Prospera Financial Services Inc 0.14% Add +5.0% 63,742 $5.3M
B. Riley Wealth Advisors, Inc. 0.15% Reduce -11.1% 64,136 $5.3M
Integrated Advisors Network LLC 0.26% Add +0.1% 63,574 $5.3M
All Terrain Financial Advisors, LLC 2.02% Reduce -1.2% 63,220 $5.3M
Moller Wealth Partners 1.32% No change 63,037 $5.3M
Flower City Capital 3.09% Reduce -0.1% 62,858 $5.3M
Alamar Capital Management, LLC 2.88% Add +1.4% 62,337 $5.2M
ClariVest Asset Management LLC 0.53% No change 66,460 $5.2M
RMR Wealth Builders 0.55% Reduce -1.5% 61,888 $5.2M
Richard W. Paul & Associates, LLC 1.86% Add +2.5% 61,876 $5.2M
Summit Financial Strategies, Inc. 0.58% Reduce -3.2% 61,785 $5.2M
RFG Advisory, LLC 0.16% Reduce -3.4% 61,644 $5.2M
Brio Consultants, LLC 0.81% Add +6.0% 60,744 $5.1M
City Holding Co. 0.70% Reduce -0.6% 60,036 $5.0M
Old National Bancorp 0.11% Reduce -21.6% 59,547 $5.0M
Mission Wealth Management, LP 0.12% Reduce -1.9% 59,443 $5.0M
1832 Asset Management L.P. 0.01% Reduce -8.8% 59,439 $5.0M
Level Four Advisory Services, LLC 0.21% Add +27.2% 62,424 $4.9M
Pinnacle Bancorp, Inc. 1.32% Add +12.1% 59,008 $4.9M
Capital Advantage, Inc. 0.94% Add +2.5% 58,851 $4.9M
Evermay Wealth Management LLC 0.79% Reduce -5.3% 58,633 $4.9M
Carolinas Wealth Consulting LLC 0.87% Reduce -0.2% 57,651 $4.8M
First Foundation Advisors 0.18% Reduce -2.1% 57,525 $4.8M
New England Private Wealth Advisors LLC 0.77% Reduce -2.3% 57,134 $4.8M
Providence First Trust Co 2.01% Add +2.0% 56,622 $4.7M
Sun Life Financial Inc. 0.26% Reduce -12.6% 55,802 $4.7M
CoreCap Advisors, LLC 0.22% New 55,803 $4.7M
Cim Investment Management Inc. 1.38% Reduce -0.4% 55,801 $4.7M
Harbour Trust & Investment Management Co 0.53% Add +2.1% 55,761 $4.7M
Family Asset Management, LLC 2.73% Reduce -3.8% 54,310 $4.5M
Crescent Grove Advisors, LLC 0.46% Add +0.2% 53,738 $4.5M
Cornerstone Advisors Asset Management, LLC 0.99% Reduce -7.9% 53,547 $4.5M
Smith & Howard Wealth Management, LLC 1.25% Reduce -1.0% 53,051 $4.4M
Santori & Peters, Inc. 1.76% Reduce -0.5% 52,957 $4.4M
Veltria Advisors Corp. 1.74% No change 52,820 $4.4M
Midwest Professional Planners, LTD. 1.35% Add +1.6% 52,794 $4.4M
Laird Norton Wetherby Wealth Management, LLC 0.20% Add +0.6% 52,443 $4.4M
Trek Financial, LLC 0.33% Reduce -4.3% 52,443 $4.4M
First Citizens Bank & Trust Co. 0.10% Reduce -17.1% 51,990 $4.3M
Atlantic Edge Private Wealth Management, LLC 1.32% Reduce -5.9% 51,910 $4.3M
Choate Investment Advisors 0.11% Add +1.8% 51,579 $4.3M
EWG Elevate Inc. 1.73% Add +3.0% 51,526 $4.3M
OneDigital Investment Advisors LLC 0.05% Add +94.5% 51,432 $4.3M
Bradley Foster & Sargent Inc. 0.07% Reduce -3.3% 51,397 $4.3M
Shorepoint Capital Partners LLC 0.98% Reduce -17.3% 51,265 $4.3M
Agf Management Ltd. 0.02% Add +0.2% 51,201 $4.3M
BluePointe Capital Management, LLC 2.77% Reduce -0.7% 51,190 $4.3M
Mullaney, Keating & Wright, Inc. 2.95% Add +3.2% 50,871 $4.3M
Alesco Advisors, LLC, An ESL Co 0.13% Reduce -0.2% 50,859 $4.3M
Advisory Services Network, LLC 0.09% No change 54,089 $4.2M
Rothschild Wealth LLC 1.26% Add +634.6% 27,796 $4.2M
Dorsey & Whitney Trust CO LLC 0.22% Reduce -44.5% 50,376 $4.2M
Csenge Advisory Group 0.22% Reduce -11.1% 51,100 $4.2M
Gryphon Financial Partners LLC 0.58% Reduce -0.6% 50,230 $4.2M
Pinnacle Wealth Planning Services, Inc. 0.57% Reduce -10.2% 50,121 $4.2M
Fragasso Financial Advisors Inc 0.32% Reduce -1.3% 50,058 $4.2M
Azimuth Capital Investment Management LLC 0.16% Reduce -3.5% 50,025 $4.2M
Commonwealth Financial Services, LLC 0.83% Reduce -1.3% 50,377 $4.2M
McAdam, LLC 0.23% Add +5.7% 49,864 $4.2M
Greenup Street Wealth Management LLC 0.86% Add +359.5% 49,705 $4.2M
Gemmer Asset Management LLC 0.41% Add +0.3% 49,571 $4.1M
Investment Partners, LTD. 1.72% Add +0.5% 49,381 $4.1M
SlateStone Wealth, LLC 0.37% Add +0.6% 49,333 $4.1M
Central Pacific Bank - Trust Division 0.54% Reduce -6.2% 49,105 $4.1M
JFS Wealth Advisors, LLC 0.27% Reduce -0.6% 48,939 $4.1M
Glass Jacobson Investment Advisors llc 1.36% No change 48,896 $4.1M
Scotia Capital Inc. 0.02% Add +2.5% 48,608 $4.1M
Endowment Wealth Management, Inc. 2.67% Add +3.1% 48,555 $4.1M
Capital Advisors, Ltd. LLC 0.50% Reduce -2.5% 48,239 $4.0M
United Bank 0.47% Reduce -2.6% 48,182 $4.0M
Solstein Capital, LLC 2.13% No change 48,003 $4.0M
Sigma Investment Counselors Inc. 0.24% Reduce -8.0% 47,976 $4.0M
Aspiriant, LLC 0.15% Reduce -0.6% 47,530 $4.0M
Efficient Advisors, LLC 0.25% Reduce -4.9% 47,493 $4.0M
Citadel Advisors 0.00% Reduce -83.2% 47,266 $4.0M
Signify Wealth 4.80% Add +18.7% 46,848 $3.9M
Nvwm, LLC 1.00% Reduce -4.0% 46,801 $3.9M
Leverty Financial Group, LLC 2.13% Reduce -0.1% 46,683 $3.9M
JMG Financial Group, Ltd. 0.13% Add +5.7% 46,596 $3.9M
Grey Fox Wealth Advisors, LLC 1.08% Add +39.7% 46,384 $3.9M
CreativeOne Wealth, LLC 0.13% Add +11.2% 46,114 $3.9M
Aveo Capital Partners, LLC 0.41% Reduce -0.7% 45,974 $3.8M
Dumont & Blake Investment Advisors LLC 1.02% Reduce -50.0% 45,953 $3.8M
Larson Financial Group LLC 0.22% Reduce -35.1% 45,953 $3.8M
Cwm, LLC 0.02% Reduce -0.4% 45,908 $3.8M
Caas Capital Management LP 2.62% New 45,812 $3.8M
1834 Investment Advisors Co. 0.44% Reduce -11.0% 45,549 $3.8M
Summit Financial, LLC 0.15% Add +5.6% 45,344 $3.8M
Acropolis Investment Management, LLC 0.22% Reduce -1.6% 45,281 $3.8M
Farmers & Merchants Investments Inc. 0.12% Reduce -2.0% 45,163 $3.8M
First Heartland Consultants, Inc. 0.41% Reduce -60.3% 45,154 $3.8M
Gould Asset Management LLC 0.81% Reduce -17.6% 45,105 $3.8M
Asset Management Group, Inc. 0.53% Reduce -1.5% 44,644 $3.7M
SG Americas Securities, LLC 0.01% Reduce -78.7% 44,521 $3.7M
Thompson Siegel & Walmsley LLC 0.06% Add +0.7% 44,476 $3.7M
Mosaic Family Wealth Partners, LLC 0.55% Add +0.8% 44,466 $3.7M
Integrated Wealth Concepts LLC 0.05% Add +3.7% 44,459 $3.7M
Pinnacle Associates Ltd. 0.06% Add +18.2% 49,288 $3.7M
Independent Financial Group, LLC 0.14% Reduce -13.3% 44,285 $3.7M
NTV Asset Management LLC 0.49% Reduce -1.8% 43,910 $3.7M
Three Bridge Wealth Advisors, LLC 1.35% Add +34.6% 43,895 $3.7M
Waddell & Associates, LLC 0.44% No change 43,686 $3.7M
TD Waterhouse Canada Inc. 0.03% Add +1.4% 43,520 $3.6M
Olympus Wealth Management, LLC 1.24% Reduce -68.6% 43,010 $3.6M
Sterling Investment Advisors LLC 2.01% Reduce -0.0% 42,726 $3.6M
McLean Asset Management Corp 1.08% Add +2.2% 43,250 $3.6M
Hengehold Capital Management LLC 0.33% Reduce -6.2% 42,024 $3.5M
Annapolis Financial Services, LLC 1.04% No change 41,937 $3.5M
Catalyst Financial Partners LLC 0.69% Add +5.0% 41,892 $3.5M
Macroview Investment Management LLC 3.43% Add +7.5% 41,873 $3.5M
XML Financial, LLC 0.32% Reduce -1.7% 41,740 $3.5M
Sheets Smith Wealth Management 0.42% No change 41,200 $3.4M
Beutel, Goodman & Co Ltd. 0.02% Add +6.5% 41,086 $3.4M
Wealth Advisory Solutions, LLC 0.94% Reduce -5.0% 41,051 $3.4M
Meridian Wealth Management, LLC 0.17% New 40,874 $3.4M
Kingsview Wealth Management, LLC 0.07% Add +4.6% 40,855 $3.4M
Concentric Wealth Management, LLC 0.83% Reduce -5.0% 40,784 $3.4M
Lane & Associates LLC 1.83% Add +0.4% 40,288 $3.4M
Staley Capital Advisers Inc. 0.15% No change 40,000 $3.3M
Sage Mountain Advisors LLC 0.28% Reduce -0.1% 39,740 $3.3M
Daymark Wealth Partners, LLC 0.14% Add +1.6% 39,430 $3.3M
Elevation Point Wealth Partners, LLC 0.32% Add +1.2% 39,410 $3.3M
Bridgewater Advisors Inc. 0.35% Reduce -0.7% 41,070 $3.3M
Lionsbridge Wealth Management LLC 2.60% Reduce -1.4% 39,380 $3.3M
Centaurus Financial, Inc. 0.21% Add +2673.9% 39,362 $3.3M
LTG Capital LLC 2.73% Reduce -0.2% 39,287 $3.3M
Veracity Capital LLC 1.25% Add +0.3% 39,015 $3.3M
Rovin Capital /Ut/ 1.21% Add +14.8% 38,912 $3.3M
Axxcess Wealth Management, LLC 0.08% Reduce -15.8% 38,857 $3.2M
Capital Group Private Client Services, Inc. 0.03% Add +20.1% 38,563 $3.2M
Global Retirement Partners, LLC 0.10% Reduce -2.1% 38,207 $3.2M
Pettyjohn, Wood & White, Inc. 0.59% Add +1.9% 38,079 $3.2M
Nwam LLC 0.19% New 37,893 $3.2M
First Interstate Bank 0.19% Reduce -22.1% 37,784 $3.2M
Morton Brown Family Wealth, LLC 1.12% Reduce -0.2% 37,779 $3.2M
Palisade Asset Management, LLC 0.31% No change 37,772 $3.2M
Provenance Wealth Advisors, LLC 0.39% Reduce -1.6% 37,568 $3.1M
American Financial Advisors, LLC 0.43% Reduce -1.4% 37,549 $3.1M
Defined Wealth Management, LLC 2.04% Reduce -0.5% 37,488 $3.1M
GTS Securities LLC 0.06% Reduce -48.5% 37,405 $3.1M
Pettinga Financial Advisors LLC 0.73% Add +1.9% 37,043 $3.1M
Arcadia Investment Management Corp. 0.51% Reduce -30.9% 37,019 $3.1M
DHK Financial Advisors, Inc. 1.90% Add +400.3% 36,969 $3.1M
Sachem Hill LLC 0.63% No change 36,958 $3.1M
Graves Light Lenhart Wealth, Inc. 0.38% Reduce -39.2% 36,783 $3.1M
Rehmann Capital Advisory Group 0.20% Add +0.1% 36,754 $3.1M
DAVENPORT & Co LLC 0.02% Reduce -2.2% 36,617 $3.1M
Harvest Investment Services, LLC 0.98% Add +195.3% 36,578 $3.1M
Ashford Advisors, LLC 0.71% No change 36,534 $3.1M
Western Wealth Management, LLC 0.17% Add +7.1% 36,514 $3.1M
Blueprint Investment Partners LLC 0.55% Reduce -22.3% 36,388 $3.0M
Curbstone Financial Management Corp 0.65% No change 36,143 $3.0M
Laurel Wealth Advisors LLC 0.48% Reduce -0.3% 36,062 $3.0M
Evanson Asset Management, LLC 0.21% Add +1.8% 35,980 $3.0M
Farmers Trust Co. 0.56% Add +1.3% 35,890 $3.0M
FAS Wealth Partners, Inc. 0.24% Reduce -1.4% 35,650 $3.0M
Thrive Wealth Management, LLC 0.55% Reduce -0.9% 35,625 $3.0M
Tobias Financial Advisors, Inc. 0.60% Add +42.0% 35,608 $3.0M
Arkadios Wealth Advisors 0.17% Add +4.4% 35,577 $3.0M
Penobscot Investment Management Company, Inc. 0.27% Reduce -3.0% 35,498 $3.0M
State of Tennessee, Department of Treasury 0.01% Add +86.3% 35,153 $2.9M
Jmac Enterprises LLC 0.47% Reduce -0.8% 35,131 $2.9M
Avior Wealth Management, LLC 0.12% Reduce -1.2% 35,047 $2.9M
AQR Capital Management 0.00% Add +9.4% 34,982 $2.9M
Texas Capital Bank Wealth Management Services Inc 0.29% Reduce -27.0% 34,952 $2.9M
Mutual Advisors, LLC 0.09% Reduce -27.4% 36,327 $2.9M
Neumann Capital Management, LLC 0.97% Reduce -2.7% 34,700 $2.9M
HBK Sorce Advisory LLC 0.09% Reduce -11.3% 34,382 $2.9M
Klingman & Associates, LLC 0.18% No change 34,287 $2.9M
Mgo One Seven LLC 0.12% Reduce -1.5% 34,247 $2.9M
Cape Cod Five Cents Savings Bank 0.26% Reduce -1.7% 34,240 $2.9M
Focus Partners Advisor Solutions, LLC 0.06% Reduce -49.9% 34,145 $2.9M
Roble, Belko & Company, Inc 0.45% No change 34,133 $2.9M
Sowell Financial Services LLC 0.13% Reduce -12.9% 33,909 $2.8M
Probity Advisors, Inc. 0.54% No change 33,775 $2.8M
Ironwood Wealth Management, LLC. 0.85% Reduce -0.4% 33,713 $2.8M
First Nebraska Trust Co 0.27% Reduce -2.7% 33,534 $2.8M
Aptus Capital Advisors, LLC 0.04% Add +86.3% 33,486 $2.8M
Macquarie Group Ltd. 0.00% Add +232.7% 33,478 $2.8M
Asset Planning Corporation 1.82% Reduce -24.4% 33,410 $2.8M
Connor, Clark & Lunn Investment Management Ltd. 0.01% No change 33,278 $2.8M
J. Safra Sarasin Holding AG 0.05% Add +364.1% 33,250 $2.8M
Cary Street Partners Investment Advisory LLC 0.10% Add +2.8% 33,212 $2.8M
Sageworth Trust Co 0.16% No change 32,824 $2.7M
AdvisorNet Financial, Inc 0.20% Add +117.2% 32,661 $2.7M
Maryland State Retirement & Pension System 0.06% Reduce -52.6% 32,606 $2.7M
Orgel Wealth Management, LLC 0.07% No change 32,473 $2.7M
Capital Analysts, LLC 0.11% Add +66.9% 32,458 $2.7M
Jump Financial, LLC 0.06% Reduce -66.4% 32,420 $2.7M
Manchester Capital Management LLC 0.32% No change 32,365 $2.7M
Boltwood Capital Management 0.80% Add +0.0% 32,344 $2.7M
Sound Income Strategies, LLC 0.17% Add +1.3% 32,137 $2.7M
Arete Wealth Advisors, LLC 0.23% Reduce -14.4% 32,159 $2.7M
Unionview, LLC 2.08% Add +0.9% 31,967 $2.7M
Etesian Wealth Advisors, Inc. 1.20% Reduce -10.7% 31,654 $2.6M
Nexus Investment Management ULC 0.26% No change 31,550 $2.6M
Richwood Investment Advisors, LLC 2.18% Reduce -1.1% 31,475 $2.6M
Farther Finance Advisors, LLC 0.10% Add +8.0% 31,445 $2.6M
Millennium Management 0.00% Reduce -96.3% 31,406 $2.6M
Marquette Asset Management, LLC 0.42% No change 31,378 $2.6M
Hiley Hunt Wealth Management 1.50% Reduce -0.4% 31,249 $2.6M
Welch & Forbes LLC 0.03% Add +5.8% 31,117 $2.6M
William Howard & Co Financial Advisors Inc 2.22% No change 31,046 $2.6M
Appleton Partners Inc. 0.19% Reduce -6.3% 31,014 $2.6M
CANADA LIFE ASSURANCE Co 0.00% Reduce -24.4% 30,842 $2.6M
Retirement Income Solutions, Inc. 0.59% Add +1.3% 30,890 $2.6M
Community Bank, N.A. 0.33% Reduce -3.7% 30,881 $2.6M
Nicholson Wealth Management Group, LLC 2.12% — 30,818 $2.6M
Acas, LLC 2.13% Add +1.3% 30,812 $2.6M
RPS Advisory Solutions LLC 1.84% New 30,730 $2.6M
Cliftonlarsonallen Wealth Advisors, LLC 0.06% Reduce -12.1% 30,539 $2.6M
CFS Investment Advisory Services, LLC 0.21% No change 30,522 $2.6M
WBH Advisory Inc. 0.24% Add +0.8% 30,385 $2.5M
Fidelis Capital Partners, LLC 0.30% Reduce -0.6% 31,876 $2.5M
InTrack Investment Management Inc 1.80% Reduce -9.9% 30,345 $2.5M
White Pine Capital LLC 0.86% Add +0.0% 30,217 $2.5M
Chartwell Investment Partners, LLC 0.09% No change 30,093 $2.5M
Wolf Group Capital Advisors 1.19% Add +34.2% 34,660 $2.5M
Lion Street Advisors, LLC 0.87% Reduce -3.2% 30,005 $2.5M
Dohj, LLC 0.58% Add +15.1% 30,157 $2.5M
Urban Financial Advisory Corp 1.37% Reduce -8.7% 29,748 $2.5M
Bordeaux Wealth Advisors LLC 0.45% Reduce -1.4% 29,735 $2.5M
Legacy Trust 0.57% Reduce -1.1% 29,669 $2.5M
Rebalance, LLC 0.18% No change 29,644 $2.5M
First National Bank of Omaha 0.16% Add +0.0% 29,553 $2.5M
GS Investments, Inc. 1.10% Add +0.2% 29,536 $2.5M
CM Wealth Advisors LLC 0.80% Add +7.7% 29,505 $2.5M
MPS Loria Financial Planners, LLC 0.73% Add +1.4% 29,416 $2.5M
Matrix Private Capital Group LLC 1.41% Add +0.1% 29,350 $2.5M
Woodstock Corp. 0.24% Reduce -1.9% 29,305 $2.5M
Lyell Wealth Management, LP 0.22% Reduce -2.4% 28,951 $2.4M
Stone House Investment Management, LLC 0.50% Add +973.0% 28,811 $2.4M
Northwest Investment Counselors, LLC 0.54% Reduce -2.3% 28,757 $2.4M
Visionary Wealth Advisors 0.15% Add +6.5% 28,728 $2.4M
Betterment LLC 0.01% Add +2.3% 28,638 $2.4M
BLB&B Advisors, LLC 0.12% Reduce -0.6% 28,616 $2.4M
Keeley-Teton Advisors, LLC 0.26% Add +2.7% 28,603 $2.4M
Financial Synergies Wealth Advisors, Inc. 0.30% Reduce -0.7% 28,563 $2.4M
Canandaigua National Trust Co of Florida 2.05% — 28,546 $2.4M
Lanark Financial, Inc. 0.20% Reduce -0.2% 28,166 $2.4M
Country Trust Bank 0.06% Reduce -4.8% 28,135 $2.4M
Annandale Capital, LLC 0.47% Reduce -1.0% 28,055 $2.3M
Krilogy Financial LLC 0.16% Reduce -58.6% 27,946 $2.3M
Stratos Wealth Partners, LTD. 0.03% Reduce -10.9% 27,890 $2.3M
Gotham Asset Management 0.02% Add +66.5% 27,813 $2.3M
Pinnacle Family Advisors, LLC 1.20% Reduce -30.0% 27,753 $2.3M
Bank of Hawaii 0.10% No change 27,652 $2.3M
Private Wealth Advisors, LLC 0.94% Add +2.3% 27,828 $2.3M
Nuveen Asset Management, LLC 0.00% Reduce -1.6% 27,500 $2.3M
Westshore Wealth, LLC 0.94% Add +1.0% 27,377 $2.3M
BigSur Wealth Management LLC 0.63% No change 27,338 $2.3M
Transcend Capital Advisors, LLC 0.15% Add +4.6% 27,266 $2.3M
Busey Bank 0.07% Reduce -1.0% 27,259 $2.3M
Mma Asset Management LLC 0.61% Add +82.1% 29,502 $2.3M
Bar Harbor Wealth Management 0.15% Reduce -2.3% 27,137 $2.3M
Biltmore Family Office, LLC 0.39% Reduce -1.8% 26,977 $2.3M
Atlas Brown,Inc. 0.78% Add +0.4% 26,977 $2.3M
Montecito Bank & Trust 0.38% Reduce -7.5% 26,962 $2.3M
Smith Anglin Financial, LLC 0.22% No change 26,938 $2.3M
Associated Banc-Corp 0.07% Reduce -0.0% 26,905 $2.3M
KMG Fiduciary Partners, LLC 0.19% Reduce -1.6% 26,847 $2.2M
EFG Asset Management (Americas) Corp. 0.44% Add +0.9% 26,808 $2.2M
Bremer Bank National Association 0.42% Reduce -9.2% 26,803 $2.2M
Denver PWM, LLC 0.85% Reduce -0.9% 26,794 $2.2M
Glenview Trust Co 0.04% Reduce -3.2% 26,673 $2.2M
Embree Financial Group 0.40% Reduce -1.7% 26,637 $2.2M
Quadrant Capital Group LLC 0.15% Add +0.0% 26,537 $2.2M
Rothschild Investment LLC 0.14% Add +3.1% 26,397 $2.2M
Washington Trust Advisors, Inc. 0.19% Reduce -0.1% 26,360 $2.2M
Gries Financial LLC 0.41% Add +3.0% 26,267 $2.2M
Bryn Mawr Trust Advisors, LLC 0.12% Add +2.1% 26,191 $2.2M
Maple Capital Management, Inc. 0.17% Reduce -5.5% 26,127 $2.2M
Advisor Resource Council 0.99% Add +47.1% 26,109 $2.2M
Wade Financial Advisory, Inc 0.73% No change 26,071 $2.2M
Congress Asset Management Co. 0.01% No change 26,055 $2.2M
Fairway Wealth LLC 1.11% Add +1.8% 26,031 $2.2M
First National Corp. /Ma/ 0.48% No change 26,029 $2.2M
Naples Global Advisors, LLC 0.20% Add +0.6% 25,905 $2.2M
Principal Securities, Inc. 0.05% Reduce -1.4% 25,730 $2.2M
Arcadia Investment Advisors LLC 1.14% Reduce -1.0% 25,518 $2.1M
Graypoint LLC 0.14% Add +3.9% 25,448 $2.1M
Triasima Portfolio Management inc. 0.48% Add +1.2% 25,427 $2.1M
Aspect Partners, LLC 1.19% Reduce -83.6% 25,401 $2.1M
Bank Ozk 0.88% Reduce -0.2% 25,375 $2.1M
Parsons Capital Management Inc. 0.13% Reduce -3.3% 25,343 $2.1M
Lavaca Capital LLC 1.01% New 25,300 $2.1M
Counterweight Ventures, LLC 1.50% Add +208.3% 25,267 $2.1M
Harbor Advisory Corp. 0.69% Reduce -2.5% 25,146 $2.1M
Horizons Wealth Management 1.63% Reduce -0.5% 25,131 $2.1M
Boyd Watterson Asset Management LLC 0.58% Reduce -0.3% 25,097 $2.1M
Brightwater Advisory LLC 1.54% Reduce -1.8% 25,093 $2.1M
Peoples Bank 1.07% Add +19.9% 25,034 $2.1M
Hillman Capital Management, Inc. 0.72% Add +5.1% 24,967 $2.1M
HFG Advisors, Inc. 1.85% Add +1.3% 24,959 $2.1M
Westmount Partners, LLC 0.63% Reduce -1.3% 24,899 $2.1M
Bank of New Hampshire 0.52% Reduce -4.5% 24,825 $2.1M
Money Concepts Capital Corp. 0.16% New 24,822 $2.1M
Axiom Financial Strategies, LLC 1.09% Add +0.4% 24,779 $2.1M
Pallas Capital Advisors LLC 0.09% Reduce -0.6% 25,850 $2.1M
Quotient Wealth Partners, LLC 0.07% Reduce -1.6% 24,760 $2.1M
Great Waters Wealth Management 0.28% Reduce -0.9% 24,757 $2.1M
SOA Wealth Advisors, LLC. 0.39% Add +6.9% 24,676 $2.1M
Alpine Bank Wealth Management 0.33% — 24,572 $2.1M
GEM Asset Management, LLC 1.17% No change 24,974 $2.1M
Shoker Investment Counsel, Inc. 0.69% Reduce -0.2% 24,452 $2.0M
Florida Trust Wealth Management Co 0.07% Add +10.5% 24,433 $2.0M
Global Strategic Investment Solutions, LLC 0.24% Reduce -0.1% 24,372 $2.0M
Motco 0.20% No change 24,357 $2.0M
NWF Advisory Services Inc. 0.29% Reduce -27.0% 24,185 $2.0M
RiverGlades Family Offices LLC 1.44% No change 24,106 $2.0M
Dynamic Advisor Solutions LLC 0.06% Add +15.5% 24,092 $2.0M
Bank of Marin 1.61% Add +9.7% 23,915 $2.0M
Columbia Bank 0.73% Reduce -2.5% 23,871 $2.0M
Legacies Wealth LLC 1.58% No change 23,748 $2.0M
Atticus Wealth Management, LLC 0.63% Add +2.5% 23,621 $2.0M
True Link Financial Advisors, LLC 0.17% Reduce -4.0% 23,466 $2.0M
Hall Laurie J Trustee 0.62% Reduce -1.7% 23,425 $2.0M
Steph & Co. 0.62% Add +0.5% 23,374 $2.0M
Newport Capital Group, LLC 1.43% Reduce -2.2% 23,161 $1.9M
Bahl & Gaynor LLC 0.01% Reduce -16.9% 22,999 $1.9M
KG Capital Management 0.61% Reduce -3.4% 22,785 $1.9M
Mayflower Financial Advisors, LLC 0.29% No change 22,750 $1.9M
Pointe Capital Management LLC 1.11% Add +22.4% 22,745 $1.9M
Optas, LLC 0.43% No change 22,540 $1.9M
Rockland Trust Co. 0.09% Add +1.0% 22,525 $1.9M
Windsor Capital Management, LLC 0.55% Add +14.5% 22,497 $1.9M
LFA - Lugano Financial Advisors SA 1.28% No change 22,482 $1.9M
Midland Wealth Advisors, LLC 0.11% Add +24.2% 22,432 $1.9M
U.S. Capital Wealth Advisors, LLC 0.07% Reduce -40.2% 22,343 $1.9M
Eukles Asset Management 0.75% Reduce -1.1% 22,326 $1.9M
Seven Post Investment Office LP 0.28% No change 22,273 $1.9M
Edge Financial Advisors LLC 1.65% Add +0.0% 22,269 $1.9M
Resonant Capital Advisors, LLC 0.14% Reduce -0.3% 22,252 $1.9M
Nicholas Hoffman & Company, LLC. 0.08% No change 22,219 $1.9M
James J. Burns & Company, LLC 0.34% Add +0.5% 22,226 $1.9M
WCM Investment Management, LLC 0.00% Add +328.2% 21,945 $1.8M
Ameritas Advisory Services, LLC 0.08% Reduce -11.5% 21,979 $1.8M
Bedel Financial Consulting, Inc. 0.26% Add +5.2% 21,956 $1.8M
EverSource Wealth Advisors, LLC 0.12% Reduce -79.9% 21,908 $1.8M
Leith Wheeler Investment Counsel Ltd. 0.13% Add +2.5% 21,776 $1.8M
Watts Gwilliam & Co., LLC 0.40% — 22,204 $1.8M
Sowa Financial Group, Inc. 1.15% Reduce -6.3% 21,663 $1.8M
Chilton Capital Management LLC 0.08% No change 21,654 $1.8M
Headlands Technologies LLC 0.21% New 21,651 $1.8M
Cahill Financial Advisors Inc. 0.25% Add +2.2% 21,608 $1.8M
Colony Family Offices, LLC 0.56% No change 21,459 $1.8M
Hubbell Strickland Wealth Management, LLC 0.84% Add +0.3% 21,399 $1.8M
Contravisory Investment Management, Inc. 0.38% Add +39.1% 21,353 $1.8M
Berkshire Asset Management LLC 0.09% No change 22,791 $1.8M
Abacus Planning Group, Inc. 0.32% No change 21,293 $1.8M
Clarus Wealth Advisors 0.91% Add +1.2% 21,647 $1.8M
Smithfield Trust Co 0.09% No change 21,176 $1.8M
Private Trust Co. NA 0.18% Add +40.1% 21,154 $1.8M
Twele Capital Management, Inc. 0.37% No change 21,131 $1.8M
Carnegie Investment Counsel 0.05% Reduce -1.1% 21,087 $1.8M
Morris Financial Concepts, Inc. 0.76% Add +4.7% 21,080 $1.8M
Ellis Investment Partners, LLC 0.34% Reduce -4.8% 21,015 $1.8M
Triton Financial Group Inc 1.12% Reduce -1.2% 21,003 $1.8M
Greenline Partners, LLC 0.25% No change 20,995 $1.8M
Oakwell Private Wealth Management, LLC 0.50% No change 20,965 $1.8M
Legacy Capital Group California, Inc. 0.58% Add +39.6% 20,947 $1.8M
CX Institutional 0.08% Reduce -0.5% 20,944 $1.8M
Athena Investment Management 0.99% No change 20,869 $1.7M
Fusion Family Wealth, LLC 0.16% Add +0.1% 20,756 $1.7M
Apexium Financial, LP 0.11% Add +33.3% 20,753 $1.7M
Goelzer Investment Management, Inc. 0.09% Reduce -8.2% 20,669 $1.7M
GYL Financial Synergies, LLC 0.13% Reduce -1.5% 20,640 $1.7M
Elyxium Wealth, LLC 0.95% — 20,579 $1.7M
Osborne Partners Capital Management, LLC 0.10% Add +3.4% 20,551 $1.7M
STRS Ohio 0.01% Reduce -37.4% 20,530 $1.7M
Washington Trust Bank 0.16% Add +1.9% 20,525 $1.7M
Fairman Group, LLC 1.55% No change 20,501 $1.7M
Davis R M Inc. 0.03% Add +2.4% 20,444 $1.7M
Davidson Trust Co. 0.88% No change 20,433 $1.7M
McClarren Financial Advisors, Inc. 0.21% Add +503.8% 2,832 $1.7M
Brass Tax Wealth Management, Inc. 0.36% Add +60.2% 20,244 $1.7M
Joel Isaacson & Co., LLC 0.08% Reduce -5.9% 20,066 $1.7M
Anchor Capital Advisors LLC 0.04% No change 19,968 $1.7M
Eastern Bank 0.03% New 19,866 $1.7M
LMCG Investments, LLC 0.10% Add +2.4% 19,860 $1.7M
Curated Wealth Partners LLC 0.21% Add +85.8% 19,840 $1.7M
Advisor OS, LLC 0.16% Reduce -25.1% 19,762 $1.7M
River Wealth Advisors LLC 0.22% Reduce -15.5% 19,724 $1.6M
Perennial Investment Advisors, LLC 0.21% Reduce -0.8% 19,621 $1.6M
ProVise Management Group, LLC 0.13% Reduce -0.0% 19,516 $1.6M
Private Capital Management LLC 0.29% Reduce -1.3% 19,494 $1.6M
Frank, Rimerman Advisors LLC 0.12% No change 19,460 $1.6M
Simon Quick Advisors, LLC 0.10% Add +5.2% 19,047 $1.6M
Criterion Capital Advisors, LLC 1.00% No change 20,259 $1.6M
MIdWestOne Financial Group, Inc. 0.22% Reduce -14.8% 18,875 $1.6M
Exencial Wealth Advisors, LLC 0.06% Add +5.6% 18,847 $1.6M
Live Oak Private Wealth LLC 0.26% No change 18,811 $1.6M
Tennessee Valley Asset Management Partners 0.26% No change 18,746 $1.6M
Cobblestone Capital Advisors LLC 0.09% Add +1.2% 18,624 $1.6M
Orrstown Financial Services Inc. 0.46% Add +7.4% 18,558 $1.6M
Regal Investment Advisors LLC 0.11% Add +8.8% 18,555 $1.6M
Indiana Trust & Investment Management Co 0.53% Reduce -0.6% 18,528 $1.5M
Prio Wealth Limited Partnership 0.05% No change 18,457 $1.5M
Well Done, LLC 0.28% Add +0.7% 18,426 $1.5M
First Bancorp, Inc 1.07% Reduce -0.3% 18,421 $1.5M
Chemung Canal Trust Co. 0.31% Add +0.1% 18,305 $1.5M
CIC Wealth, LLC 0.40% Add +0.5% 18,281 $1.5M
Northeast Financial Consultants Inc 0.07% No change 18,268 $1.5M
Merit Financial Group, LLC 0.03% Reduce -16.4% 18,149 $1.5M
Teachers Insurance & Annuity Association of America 2.32% — 18,147 $1.5M
Cassady Schiller Wealth Management, LLC 0.55% No change 18,117 $1.5M
Sequoia Financial Advisors, LLC 0.02% Add +7.5% 18,080 $1.5M
VeraBank, N.A. 0.44% Reduce -1.8% 18,062 $1.5M
North Star Investment Management Corp. 0.10% Reduce -2.1% 17,959 $1.5M
Wedbush Securities Inc. 0.06% Add +0.4% 17,853 $1.5M
Smith, Moore & Co. 0.14% Add +0.0% 17,791 $1.5M
Gladstone Institutional Advisory LLC 0.07% Reduce -1.4% 17,732 $1.5M
Fifth Third Securities, Inc. 0.14% Reduce -1.1% 17,626 $1.5M
FDx Advisors, Inc. 0.40% Add +32.7% 17,579 $1.5M
Harbour Capital Advisors, LLC 0.34% Reduce -13.5% 17,910 $1.5M
Fort Washington Investment Advisors Inc. 0.01% Reduce -5.4% 17,507 $1.5M
Trust Co. of Vermont 0.07% Reduce -2.3% 17,495 $1.5M
Haverford Trust Co 0.01% Add +19.0% 17,404 $1.5M
Forte Asset Management LLC 0.77% Reduce -24.6% 17,180 $1.4M
SouthState Bank Corp 0.10% Reduce -3.5% 17,136 $1.4M
Headinvest, LLC 0.27% Reduce -5.5% 17,132 $1.4M
Affiance Financial, LLC 0.35% No change 17,073 $1.4M
Ledyard National Bank 0.13% Reduce -0.9% 17,040 $1.4M
Financial Partners Group, LLC 0.53% Add +55.0% 17,013 $1.4M
Copperwynd Financial, LLC 0.43% New 16,909 $1.4M
Plante Moran Financial Advisors, LLC 0.12% Reduce -9.9% 16,900 $1.4M
Montis Financial, LLC 0.50% Add +55.5% 16,890 $1.4M
Greenfield Savings Bank 0.67% Reduce -2.2% 16,888 $1.4M
Evergreen Capital Management LLC 0.05% Add +1.4% 16,838 $1.4M
Americana Partners, LLC 0.10% Reduce -11.3% 16,726 $1.4M
Good Life Advisors, LLC 0.09% Add +119.4% 16,726 $1.4M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.04% Add +0.1% 16,690 $1.4M
Fsa Wealth Partners, Inc. 0.34% Add +2.8% 16,583 $1.4M
Tortoise Investment Management, LLC 0.14% Reduce -0.6% 16,571 $1.4M
Wedmont Private Capital 0.08% Add +2.5% 16,863 $1.4M
Balboa Wealth Partners 0.34% New 16,388 $1.4M
Strategy Asset Managers LLC 0.26% Reduce -28.8% 16,371 $1.4M
Lee Danner & Bass Inc. 0.10% Add +2.5% 16,349 $1.4M
Hollencrest Capital Management 0.06% Add +0.1% 16,334 $1.4M
Waldron Private Wealth LLC 0.06% Reduce -2.5% 16,241 $1.4M
Moors & Cabot, Inc. 0.07% Add +2.6% 16,216 $1.4M
Legacy Capital Wealth Partners, LLC 0.27% Add +0.2% 16,197 $1.4M
Strategic Investment Advisors / MI 0.15% Reduce -6.8% 16,172 $1.4M
Builder Investment Group Inc. 0.36% Reduce -1.0% 16,161 $1.4M
Prosperity Consulting Group, LLC 0.11% Add +4.4% 16,123 $1.3M
Sentinel Trust Co. Lba 0.15% Add +24.6% 16,112 $1.3M
Schechter Investment Advisors, LLC 0.10% No change 16,092 $1.3M
Legacy Bridge, LLC 0.72% Reduce -2.6% 15,970 $1.3M
First Merchants Corp. 0.05% Reduce -3.7% 15,893 $1.3M
Koshinski Asset Management, Inc. 0.11% Add +62.9% 15,835 $1.3M
Firestone Capital Management 0.33% Reduce -1.8% 15,814 $1.3M
Mather Group, Llc. 0.02% Reduce -15.6% 15,787 $1.3M
Lowe Brockenbrough & Co. Inc. 0.08% Add +1.0% 15,768 $1.3M
Narus Financial Partners, LLC 0.47% Reduce -2.0% 15,756 $1.3M
Wolff Financial Management LLC 0.36% New 15,741 $1.3M
Focus Financial Network, Inc. 0.05% Reduce -4.4% 15,705 $1.3M
ORBA Wealth Advisors, L.L.C. 0.66% Reduce -0.4% 15,641 $1.3M
Texas Yale Capital Corp. 0.06% Add +32.2% 15,515 $1.3M
Sunburst Financial Group, LLC 0.33% Reduce -1.5% 15,431 $1.3M
Pitcairn Co. 0.08% Add +24.1% 15,422 $1.3M
Insigneo Advisory Services, LLC 0.13% Reduce -12.5% 15,308 $1.3M
Matrix Asset Advisors Inc. 0.14% No change 15,277 $1.3M
City Center Advisors, LLC 1.42% Add +10.7% 15,223 $1.3M
Cahaba Wealth Management, Inc. 0.10% Reduce -2.1% 15,201 $1.3M
Hemington Wealth Management 0.34% Add +1.2% 16,051 $1.3M
Cambridge Advisors Inc. 0.28% No change 15,186 $1.3M
Paladin Advisory Group, LLC 0.94% No change 15,167 $1.3M
Farmers & Merchants Trust Co of Chambersburg PA 0.49% Reduce -21.0% 15,164 $1.3M
Stordahl Capital Management, Inc. 0.30% Reduce -5.3% 15,254 $1.3M
Financial Insights, Inc. 0.41% Reduce -51.9% 15,065 $1.3M
Long Road Investment Counsel, LLC 0.50% No change 14,990 $1.3M
Avantax Planning Partners, Inc. 0.04% Reduce -13.1% 14,957 $1.3M
Concourse Financial Group Securities, Inc. 0.07% Reduce -27.9% 14,867 $1.2M
Viewpoint Capital Management LLC 0.69% Add +17.7% 14,755 $1.2M
GC Wealth Management RIA, LLC 0.22% Reduce -5.8% 14,797 $1.2M
O'shaughnessy Asset Management, LLC 0.01% Add +31.6% 14,958 $1.2M
Archvest Wealth Advisors, Inc. 0.78% Reduce -0.2% 14,753 $1.2M
Rossmore Private Capital 0.15% Add +11.6% 14,746 $1.2M
Global Trust Asset Management, LLC 0.46% Reduce -1.0% 14,743 $1.2M
Henrickson Nauta Wealth Advisors, Inc. 0.49% No change 14,632 $1.2M
LaSalle St. Investment Advisors, LLC 0.48% Reduce -0.3% 14,537 $1.2M
Diversified Portfolios, Inc. 0.13% Reduce -3.9% 14,523 $1.2M
Texas Capital Bancshares Inc 0.49% Reduce -23.2% 14,521 $1.2M
Blue Trust, Inc. 0.02% Add +12.6% 15,458 $1.2M
Sandy Cove Advisors, LLC 0.49% No change 14,474 $1.2M
Emprise Bank 0.70% No change 14,452 $1.2M
Tompkins Financial Corp. 0.12% Reduce -9.6% 14,437 $1.2M
Eagle Global Advisors LLC 0.06% Reduce -17.2% 14,400 $1.2M
Zhang Financial LLC 0.08% Reduce -1.3% 14,391 $1.2M
Franklin, Parlapiano, Turner & Welch, LLC 0.31% Reduce -3.4% 14,383 $1.2M
Del-Sette Capital Management, LLC 0.93% No change 14,300 $1.2M
Procyon Advisors, LLC 0.08% Reduce -4.2% 14,284 $1.2M
Towerpoint Wealth, LLC 0.57% Reduce -1.7% 14,280 $1.2M
Guggenheim Capital LLC 0.01% Reduce -75.4% 14,216 $1.2M
Truepoint, Inc. 0.03% Add +31.8% 14,214 $1.2M
Traynor Capital Management, Inc. 0.10% Add +190.6% 14,209 $1.2M
Valued Retirements, Inc. 1.62% No change 14,071 $1.2M
Carret Asset Management, LLC 0.13% New 14,025 $1.2M
Stockman Wealth Management, Inc. 0.18% Add +5.0% 14,009 $1.2M
JARISLOWSKY, FRASER Ltd 0.01% No change 14,000 $1.2M
Chapin Davis, Inc. 0.38% Reduce -0.5% 13,979 $1.2M
Financial Advocates Investment Management 0.07% Reduce -17.6% 13,970 $1.2M
Summit Asset Management, LLC 0.13% Add +0.5% 13,953 $1.2M
Condor Capital Management 0.10% Reduce -0.3% 13,944 $1.2M
Sunflower Bank, N.A. 0.32% Reduce -4.0% 13,921 $1.2M
Harbour Investments, Inc. 0.04% Add +74.4% 13,906 $1.2M
Kingfisher Capital LLC 0.27% No change 13,881 $1.2M
Saxon Interests, Inc. 0.52% Reduce -0.9% 13,775 $1.2M
Corundum Trust Company, INC 3.16% Reduce -1.6% 13,694 $1.1M
Sovereign Financial Group, Inc. 0.27% Reduce -2.7% 13,674 $1.1M
Eagle Rock Investment Company, LLC 0.19% Reduce -12.3% 13,656 $1.1M
Red Tortoise LLC 0.57% Reduce -0.8% 13,654 $1.1M
Beaumont Financial Advisors, LLC 0.09% Add +0.5% 13,627 $1.1M
Lwmg, LLC 0.22% Reduce -0.9% 13,619 $1.1M
TCI Wealth Advisors, Inc. 0.10% Reduce -15.8% 13,494 $1.1M
Trust Point Inc. 0.08% Reduce -0.4% 13,489 $1.1M
Radnor Capital Management, LLC 0.17% New 13,485 $1.1M
Turtle Creek Wealth Advisors, LLC 0.22% No change 13,285 $1.1M
GFS Advisors, LLC 0.24% Reduce -96.1% 13,280 $1.1M
Northeast Investment Management 0.05% Add +6.0% 13,282 $1.1M
IFG Advisory, LLC 0.07% Add +3.1% 13,279 $1.1M
Foundations Investment Advisors, LLC 0.02% Add +138.9% 13,266 $1.1M
Members Trust Co 0.04% Reduce -4.2% 13,251 $1.1M
Trinity Financial Advisors LLC 0.49% Reduce -5.7% 16,556 $1.1M
World Investment Advisors 0.03% Add +22.4% 13,126 $1.1M
Woodmont Investment Counsel LLC 0.08% Add +2.6% 13,005 $1.1M
Sapient Capital LLC 0.02% Add +5.6% 12,974 $1.1M
Moody LYNN Lieberson & Walker, LLC 0.07% Reduce -2.3% 12,878 $1.1M
Absolute Capital Management, LLC 0.64% Add +2.3% 12,863 $1.1M
Fisher Asset Management 0.00% Add +30.3% 12,816 $1.1M
SC&H Financial Advisors, Inc. 0.23% No change 12,813 $1.1M
GW&K Investment Management, LLC 0.01% Add +7.5% 12,792 $1.1M
Savior LLC 5.92% Reduce -4.4% 12,786 $1.1M
Brandywine Oak Private Wealth LLC 0.10% No change 12,743 $1.1M
Enterprise Bank & Trust Co 0.34% Reduce -3.1% 12,714 $1.1M
MBA Advisors LLC 0.51% Reduce -13.2% 12,702 $1.1M
Earnest Partners LLC 0.00% No change 12,687 $1.1M
Trust Co 0.13% No change 12,647 $1.1M
Capasso Planning Partners LLC 0.31% Reduce -1.3% 12,599 $1.1M
Thomasville National Bank 0.08% Reduce -2.5% 12,579 $1.1M
German American Bancorp, Inc. 0.11% No change 12,576 $1.1M
Manhattan West Asset Management, LLC 0.27% Reduce -5.8% 12,541 $1.0M
IMC-Chicago, LLC 0.03% Reduce -81.5% 12,520 $1.0M
DF Dent & Co. Inc. 0.01% No change 12,468 $1.0M
Easterly Investment Partners LLC 0.08% No change 12,461 $1.0M
Baron Wealth Management LLC 0.50% No change 12,455 $1.0M
Palumbo Wealth Management LLC 0.40% Reduce -1.1% 12,355 $1.0M
Sigma Planning Corp 0.03% Reduce -43.0% 12,267 $1.0M
High Net Worth Advisory Group LLC 0.29% No change 12,250 $1.0M
Capital Investment Advisors, LLC 0.02% Reduce -3.7% 12,224 $1.0M
Aspen Investment Management Inc 0.48% No change 12,208 $1.0M
Patten Group, Inc. 0.22% Add +0.3% 12,082 $1.0M
Capital Planning Advisors, LLC 0.15% No change 12,015 $1.0M
TNF LLC 0.36% No change 12,514 $1.0M
Adirondack Trust Co. 0.39% Add +4.0% 11,974 $1.0M
Jackson Hole Capital Partners, LLC 0.21% Add +114.9% 11,935 $998K
Wealthspire Retirement, LLC 0.08% Add +2.1% 11,902 $995K
Bright Financial Advisors, Inc. 0.63% Add +33.8% 11,876 $993K
Private Client Services, LLC 0.53% Add +6.6% 11,835 $990K
Cyndeo Wealth Partners, LLC 0.07% Add +1.7% 11,833 $990K
TCV Trust & Wealth Management, Inc. 0.09% Reduce -2.5% 11,827 $989K
Sax Wealth Advisors, LLC 0.09% Add +22.9% 11,702 $979K
Holistic Financial Partners 0.47% Reduce -5.8% 11,693 $978K
Schrum Private Wealth Management LLC 0.50% Add +107.1% 11,616 $971K
Main Street Financial Solutions, LLC 0.09% Reduce -9.3% 11,607 $971K
Keystone Wealth Services, LLC 0.27% Add +1.1% 11,581 $968K
Lansing Street Advisors 0.36% Reduce -6.6% 11,542 $965K
Claro Advisors Inc. 0.12% Reduce -3.8% 11,513 $963K
WealthShield Partners, LLC 0.13% Add +2.0% 11,509 $962K
Ironwood Investment Counsel, LLC 0.16% No change 11,508 $962K
Montag & Caldwell, LLC 0.19% Reduce -0.6% 11,440 $957K
Tiemann Investment Advisors, LLC 0.41% Reduce -2.7% 11,383 $952K
KFA Private Wealth Group, LLC 0.45% Add +7.5% 11,343 $949K
Ritter Daniher Financial Advisory LLC / DE 0.27% Reduce -0.2% 11,253 $941K
Waypoint Capital Advisors, LLC 0.20% No change 11,230 $939K
Flagship Harbor Advisors, LLC 0.05% Reduce -72.9% 11,199 $937K
Truefg, LLC 0.31% Add +1.5% 11,195 $936K
MidAtlantic Capital Management, Inc. 0.68% Add +6.1% 11,181 $935K
O'Dell Group, LLC 0.21% Add +1.7% 11,160 $933K
Partners in Financial Planning 0.19% Reduce -0.2% 11,139 $932K
Garde Capital, Inc. 0.06% Reduce -6.5% 11,133 $931K
Savvy Advisors, Inc. 0.19% Add +3.2% 11,065 $925K
McIlrath & Eck, LLC 0.12% Add +6.7% 11,063 $925K
Wells Trecaso Financial Group, LLC 0.30% No change 11,043 $924K
Family Manage LLC 0.15% Add +13.4% 10,932 $914K
American National Bank & Trust 0.11% Reduce -1.0% 10,928 $914K
MBL Wealth, LLC 0.10% Reduce -5.3% 10,890 $911K
Ground Swell Capital, LLC 1.30% New 10,871 $909K
Essex Bank 0.23% Add +2.6% 10,811 $904K
WealthBridge Capital Management, LLC 0.26% Add +3.7% 10,772 $901K
Belvedere Trading LLC 0.05% Reduce -62.6% 10,723 $897K
Patriot Investment Management Group, Inc. 0.07% Reduce -9.3% 10,694 $894K
First American Trust, FSB 0.09% Add +51.2% 10,628 $889K
SPC Financial, Inc. 0.08% Reduce -0.5% 10,586 $885K
Private Wealth Group, LLC 0.44% No change 10,569 $884K
Avity Investment Management Inc. 0.07% Reduce -0.3% 10,561 $883K
Camden National Bank 0.13% Reduce -2.0% 10,559 $883K
CFM Wealth Partners LLC 0.15% Add +4.8% 10,493 $878K
Highland Capital Management, LLC 0.05% Reduce -5.0% 10,411 $871K
Kanawha Capital Management LLC 0.06% Add +1.7% 10,402 $870K
tru Independence LLC 0.25% Add +1.1% 10,356 $866K
Breakwater Capital Group 0.17% Reduce -10.2% 10,326 $864K
Stephenson & Company, Inc. 0.58% No change 10,306 $862K
Salem Investment Counselors Inc. 0.03% Reduce -7.0% 10,305 $862K
Shayne & Jacobs, LLC 0.21% No change 10,243 $857K
O'Connor Financial Group LLC 0.45% Add +4.2% 10,206 $854K
Pine Haven Investment Counsel, Inc 0.69% No change 10,197 $853K
Park National Corp. 0.03% Add +1.4% 10,194 $853K
LCNB Corp. 0.30% Reduce -2.0% 10,194 $853K
Thoroughbred Financial Services, LLC 0.06% Reduce -13.2% 10,196 $852K
Empower Advisory Group, LLC 0.00% Reduce -13.0% 10,158 $850K
Ullmann Wealth Partners Group, LLC 0.11% No change 10,102 $845K
Physician Wealth Advisors, Inc. 0.15% Reduce -4.0% 10,407 $845K
Keudell/Morrison Wealth Management 0.23% Add +2.4% 10,090 $844K
ESL Trust Services, LLC 0.19% No change 10,072 $842K
Clayton Financial Group LLC 0.32% Add +15.1% 10,070 $842K
Assetmark, Inc. 0.00% Reduce -0.5% 10,060 $841K
Kingswood Wealth Advisors, LLC 0.06% Add +33.6% 10,038 $841K
Cary Street Partners Asset Management LLC 0.11% Reduce -4.1% 10,048 $840K
Peterson Wealth Advisors, LLC 0.16% No change 10,017 $838K
Disciplined Investments, LLC 0.41% Reduce -4.7% 10,001 $836K
Apeiron RIA LLC 0.24% Add +15.7% 9,996 $836K
Marietta Wealth Management, LLC 0.12% Add +3.0% 9,976 $834K
Cypress Capital Group 0.09% Reduce -1.7% 9,958 $833K
Beacon Bank & Trust 0.19% Reduce -2.4% 9,905 $828K
Deroy & Devereaux Private Investment Counsel Inc. 0.05% No change 9,850 $824K
Evoke Wealth, LLC 0.02% New 9,831 $822K
Wealthgate Family Office, LLC 2.28% No change 9,801 $820K
Baker Avenue Asset Management, LP 0.03% Add +2.0% 9,797 $819K
Montag A & Associates Inc. 0.04% Reduce -4.1% 9,794 $819K
Certuity, LLC 0.09% No change 9,791 $819K
Private Wealth Management Group, LLC 0.32% No change 9,765 $817K
Whalerock Point Partners, LLC 0.20% No change 9,750 $815K
BlueSky Wealth Advisors, LLC 0.13% Reduce -2.9% 9,725 $813K
Independent Wealth Network Inc. 0.36% Add +0.1% 9,709 $812K
Boston Family Office LLC 0.05% New 9,698 $811K
Quantinno Capital Management LP 0.01% Reduce -8.8% 9,649 $807K
Aspen Grove Capital, LLC 0.18% Reduce -5.4% 9,605 $803K
Debussy Capital Management LP 0.23% Reduce -0.4% 9,593 $802K
Doliver Advisors, LP 0.22% Reduce -6.8% 9,550 $799K
Peoples Financial Services Corp. 0.36% Add +32.6% 9,509 $795K
Canopy Partners, LLC 0.34% No change 9,479 $793K
Financial Planning & Information Services, Inc. 0.11% No change 9,472 $792K
Cynosure Group, LLC 0.12% Reduce -30.2% 9,459 $791K
Mechanics Bank Trust Department 0.11% No change 9,456 $791K
Alley Investment Management Company, LLC 0.10% No change 9,442 $790K
Tudor Financial Inc. 0.48% — 9,396 $786K
Centerpoint Advisors, LLC 0.27% No change 9,375 $784K
Cordgrass Capital Advisors, LLC 0.23% Add +5.2% 9,373 $784K
Next Capital Management LLC 0.32% No change 9,366 $783K
MTM Investment Management, LLC 0.30% No change 9,482 $783K
Colonial Trust Co / SC 0.12% Reduce -12.7% 9,277 $776K
Yardley Wealth Management LLC 0.46% — 9,241 $773K
Guidance Point Advisors, LLC 0.23% No change 9,228 $772K
Tocqueville Asset Management L.P. 0.01% No change 9,187 $768K
Klingenstein Fields & Co. LP 0.03% No change 9,165 $766K
Elgethun Capital Management 0.18% No change 9,137 $764K
Cypress Financial Planning LLC 0.28% Add +0.7% 9,132 $764K
SeaBridge Investment Advisors LLC 0.19% No change 9,100 $761K
Clear Point Advisors Inc. 0.59% Reduce -0.0% 9,096 $761K
TFG Advisers LLC 0.27% Reduce -0.6% 9,067 $758K
Archford Capital Strategies, LLC 0.11% Add +3.9% 9,106 $752K
Ancora Advisors LLC 0.02% Add +26.9% 8,984 $751K
Burney Co./ 0.03% Reduce -4.0% 8,939 $748K
Family Capital Trust Co 0.24% No change 8,907 $745K
Hudson Portfolio Management LLC 0.73% — 8,870 $742K
Fca Corp. 0.23% Reduce -15.2% 8,863 $741K
SeaCrest Wealth Management, LLC 0.08% Reduce -4.3% 8,814 $737K
Conservest Capital Advisors, Inc. 0.08% No change 9,225 $737K
Donor Advised Charitable Giving, Inc. 0.02% Reduce -1.4% 8,794 $735K
Missouri Trust & Investment Co 0.26% No change 8,780 $734K
Argent Advisors, Inc. 0.27% Reduce -7.0% 8,765 $733K
Caldwell Trust Co 0.08% Reduce -0.1% 8,742 $731K
Prime Capital Investment Advisors, LLC 0.01% Reduce -3.4% 8,735 $731K
Brookmont Capital Management 0.37% Reduce -6.6% 8,702 $728K
Horan Securities, Inc. 0.28% Add +90.1% 8,675 $725K
Lifeworks Advisors, LLC 0.14% No change 8,665 $725K
Paloma Partners Management Co 0.05% Reduce -92.4% 8,600 $719K
Alpha Omega Wealth Management LLC 0.13% No change 8,587 $718K
SageView Advisory Group, LLC 0.04% Reduce -16.5% 8,573 $717K
Security Financial Services, INC. 0.15% Reduce -2.1% 8,568 $717K
Sunbelt Securities, Inc. 0.07% Reduce -0.0% 8,563 $716K
CENTRAL TRUST Co 0.02% Reduce -4.9% 8,551 $715K
Relyea Zuckerberg Hanson LLC 0.11% No change 8,536 $714K
Interchange Capital Partners, LLC 0.25% Reduce -0.4% 8,513 $712K
Sound View Wealth Advisors Group, LLC 0.06% Add +51.8% 8,472 $708K
MSH Capital Advisors LLC 0.22% Reduce -4.9% 8,451 $707K
SkyOak Wealth, LLC 0.16% No change 8,442 $706K
Trilogy Capital Inc. 0.04% Add +5.0% 8,419 $704K
Peak Asset Management, LLC 0.13% No change 8,405 $703K
Avestar Capital, LLC 0.08% No change 8,389 $702K
Romano Brothers and Company 0.09% No change 8,371 $700K
Aspen Wealth Management LLC 0.21% Add +2.9% 8,365 $700K
Horizon Advisory Services, Inc. 0.32% Add +4.3% 8,363 $699K
Hohimer Wealth Management, LLC 0.15% No change 8,331 $697K
Fishman Jay A Ltd. 0.07% No change 8,300 $694K
Trexquant Investment LP 0.01% Reduce -3.0% 8,292 $693K
Formidable Asset Management, LLC 0.11% Reduce -4.9% 8,289 $693K
Fidelity D & D Bancorp Inc. 0.46% No change 8,244 $689K
Collective Family Office LLC 0.19% No change 8,236 $689K
Reston Wealth Management LLC 0.25% Reduce -2.0% 8,219 $687K
West Bancorporation Inc. 0.46% Reduce -2.6% 8,217 $687K
Moisand Fitzgerald Tamayo, LLC 0.09% No change 8,203 $686K
Liberty Wealth Management LLC 0.12% No change 8,203 $686K
Mine & Arao Wealth Creation & Management, LLC. 0.32% No change 8,196 $685K
Blake Schutter Theil Wealth Advisors, LLC 0.49% — 8,139 $681K
Rogco, LP 0.27% Reduce -29.8% 8,132 $680K
Leo Wealth, LLC 0.06% No change 8,117 $679K
Apella Capital, LLC 0.03% Add +22.3% 8,182 $678K
Soltis Investment Advisors LLC 0.07% Add +27.9% 8,069 $675K
Mizuho Markets Americas LLC 0.02% Reduce -72.3% 8,054 $674K
Townsend Asset Management Corp. /NC/ 0.25% Reduce -3.4% 8,043 $673K
GM Advisory Group, LLC 0.04% Reduce -5.3% 8,036 $672K
CGN Advisors LLC 0.07% Add +0.7% 8,007 $670K
Argent Financial Group, Inc. 0.08% — 7,970 $667K
Howland Capital Management LLC 0.03% Add +0.6% 7,944 $664K
Elevation Wealth Partners, LLC 0.29% No change 7,943 $664K
Duncker Streett & Co. Inc. 0.12% No change 7,931 $663K
JSF Financial, LLC 0.19% Reduce -8.0% 7,923 $663K
Exchange Bank 0.54% No change 7,857 $657K
Eight 31 Financial, LLC 0.51% New 7,835 $655K
FinTrust Capital Advisors, LLC 0.11% Add +7.1% 7,831 $655K
WMG Financial Advisors, LLC 0.30% Reduce -24.1% 7,825 $654K
St Germain D J Co. Inc. 0.03% Reduce -0.2% 7,817 $654K
Parcion Private Wealth LLC 0.05% Reduce -2.5% 7,810 $653K
Balanced Wealth Group LLC 0.29% Add +1.6% 7,784 $651K
Norway Savings Bank 0.35% No change 7,780 $651K
Beirne Wealth Consulting Services, LLC 0.23% Reduce -1.6% 7,740 $648K
Forum Private Client Group LLC 0.28% Reduce -4.2% 7,655 $640K
Alterna Wealth Management, Inc. 0.57% Reduce -53.4% 7,644 $639K
Arcus Capital Partners, LLC 0.23% No change 7,625 $638K
Beaird Harris Wealth Management, LLC 0.06% Reduce -0.3% 7,624 $638K
Waterford Advisors, LLC 0.32% Reduce -10.3% 7,592 $635K
Saxony Capital Management, LLC 0.58% New 7,585 $634K
Douglass Winthrop Advisors, LLC 0.01% No change 7,572 $633K
Bridges Investment Management Inc. 0.01% Reduce -15.2% 7,564 $633K
Clarity Financial LLC 0.07% No change 7,534 $630K
Intrua Financial, LLC 0.10% No change 7,513 $628K
Elevatus Welath Management 0.21% Reduce -16.6% 7,513 $628K
DB Fitzpatrick & Co, Inc 0.55% No change 7,499 $627K
Bison Wealth, LLC 0.10% Add +31.6% 7,484 $626K
Perritt Capital Management Inc 0.32% Reduce -0.7% 7,481 $626K
Axiom Advisory, LLC 0.01% Add +3.0% 7,744 $624K
Clifford Swan Investment Counsel LLC 0.02% Reduce -3.9% 7,446 $623K
Ameritas Investment Partners, Inc. 0.02% Reduce -35.7% 7,443 $622K
Private Portfolio Partners LLC 0.12% New 7,434 $622K
Stelac Advisory Services LLC 0.25% No change 7,415 $620K
PBMares Wealth Management LLC 0.13% No change 7,397 $619K
Amplius Wealth Advisors, LLC 0.07% No change 7,363 $616K
RKL Wealth Management LLC 0.06% No change 7,357 $615K
CWA Asset Management Group, LLC 0.03% — 7,347 $614K
Altman Advisors, Inc. 0.27% New 7,318 $612K
DDFG, Inc 0.17% Reduce -0.6% 7,313 $612K
First American Bank 0.04% No change 7,310 $611K
Armbruster Capital Management, Inc. 0.12% Reduce -0.8% 7,287 $609K
Ti-Trust, Inc. 0.43% No change 7,251 $606K
Oarsman Capital, Inc. 0.11% Reduce -3.5% 7,195 $602K
Optimum Investment Advisors 0.26% No change 7,190 $601K
JNBA Financial Advisors 0.06% Reduce -2.5% 7,188 $601K
Sabal Trust CO 0.03% Reduce -5.5% 7,159 $599K
Culbertson A N & Co. Inc. 0.10% No change 7,158 $599K
Magnus Financial Group LLC 0.06% Reduce -0.4% 7,112 $595K
Capital Management Associates, Inc 0.24% No change 7,099 $594K
Victory Capital Management Inc. 0.00% No change 7,067 $591K
Bath Savings Trust Co 0.06% Add +14.6% 7,062 $591K
JDM Financial Group LLC 0.32% Reduce -1.6% 7,056 $590K
Vista Capital Partners, Inc. 0.07% Add +32.2% 7,052 $590K
Awm Capital, LLC 0.07% Add +99.0% 7,037 $589K
World Equity Group, Inc. 0.21% Reduce -25.0% 7,027 $588K
Topel & Distasi Wealth Management, LLC 0.24% No change 7,019 $587K
Trust Co. of Oklahoma 0.19% No change 7,000 $585K
Anchor Investment Management, LLC 0.06% No change 6,979 $584K
CGC Financial Services, LLC 0.23% No change 6,974 $583K
Tilson Financial Group, Inc. 0.25% New 6,960 $582K
Austin Asset Management Co Inc 0.12% Add +0.4% 6,952 $581K
Monte Financial Group, LLC 0.24% Add +0.1% 6,887 $576K
Ascent Group, LLC 0.04% Reduce -9.8% 6,870 $575K
Sage Capital Advisors,llc 0.15% Reduce -2.4% 6,858 $574K
Asset Dedication, LLC 0.04% Add +8.7% 6,856 $573K
SignalPoint Asset Management, LLC 0.13% No change 6,831 $573K
Sentry LLC 0.11% No change 6,837 $572K
SimpliFi, Inc. 0.25% Reduce -19.3% 6,830 $571K
Arq Wealth Advisors, LLC 0.22% No change 6,866 $570K
Fairhaven Wealth Management, LLC 0.17% Reduce -0.6% 6,780 $567K
Gilman Hill Asset Management, LLC 0.09% Reduce -13.4% 6,744 $564K
Brand Asset Management Group, Inc. 0.22% No change 6,729 $563K
Integrated Investment Consultants, LLC 0.12% Reduce -22.3% 6,720 $562K
TFC Financial Management, Inc. 0.09% No change 6,717 $562K
Sageworth Trust Co of South Dakota 0.72% No change 6,700 $560K
Bank of Stockton 0.17% Reduce -4.7% 6,677 $558K
Nicolet Advisory Services, LLC 0.05% Add +13.8% 6,777 $556K
John W. Brooker & Co., CPAs 0.25% No change 6,630 $555K
Spinnaker Trust 0.03% No change 6,614 $553K
Sterling Investment Advisors, Ltd. 0.14% Add +12.1% 6,586 $551K
Journey Advisory Group, LLC 0.07% No change 7,021 $550K
PFG Investments, LLC 0.04% Add +15.0% 6,536 $547K
Leisure Capital Management 0.23% Reduce -0.8% 6,490 $543K
Signal Advisors Wealth, LLC 0.08% New 6,460 $540K
PFG Advisors 0.03% Reduce -24.9% 6,457 $540K
Dentgroup LLC 0.40% Reduce -65.7% 6,453 $540K
Invesco Ltd. 0.00% Add +78.7% 6,438 $538K
Howard Wealth Management, LLC 0.31% No change 6,403 $535K
Bangor Savings Bank 0.05% Reduce -3.3% 6,401 $535K
Park Edge Advisors, LLC 0.15% Reduce -10.8% 6,400 $535K
Tower Research Capital LLC (TRC) 0.01% Add +3.6% 6,377 $533K
Clarkston Capital Partners, LLC 0.01% No change 6,302 $527K
Chemistry Wealth Management LLC 0.13% No change 6,301 $527K
Walleye Capital LLC 0.01% Add +26.0% 6,300 $527K
Fogel Capital Management, Inc. 0.27% Add +98.4% 6,280 $525K
Brookstone Capital Management 0.01% Reduce -9.9% 6,277 $525K
Mascoma Wealth Management LLC 0.13% No change 6,264 $524K
Nations Financial Group Inc, /Ia/ 0.04% Add +23.5% 6,245 $522K
Peoples Bank 0.35% Reduce -3.5% 6,241 $522K
Sage Financial Group Inc. 0.04% Add +6.0% 6,239 $522K
Sensible Financial Planning & Management, LLC. 0.10% New 6,224 $521K
TrinityBridge Ltd 0.02% No change 6,232 $521K
Foguth Wealth Management, LLC. 0.19% Reduce -11.6% 6,329 $519K
Greenwich Wealth Management LLC 0.04% No change 6,185 $517K
ARK & TLK Investments, LLC 0.18% No change 6,178 $517K
Security National Bank of So Dak 0.29% No change 6,170 $516K
Bellecapital International Ltd. 0.10% No change 6,166 $516K
Heritage Wealth Management, Inc./Texas 0.30% Reduce -3.3% 6,161 $515K
Insight Wealth Strategies, LLC 0.07% Reduce -4.2% 6,160 $515K
Alpha Financial Advisors, LLC 0.23% Add +0.4% 6,152 $514K
CBIZ Investment Advisory Services, LLC 0.03% Reduce -0.8% 6,138 $513K
Aberdeen Wealth Management LLC 0.34% Reduce -1.6% 6,117 $512K
Sage Rhino Capital LLC 0.11% Add +0.3% 6,106 $511K
Zacks Investment Management 0.00% Add +13.1% 6,091 $509K
Investmark Advisory Group LLC 0.25% No change 6,088 $509K
Core Wealth Advisors, Inc. 0.16% No change 6,070 $508K
Lakeshore Financial Planning, Inc. 0.22% No change 6,068 $507K
Objective Capital Management, LLC 0.30% — 6,060 $507K
James Investment Research, Inc. 0.06% No change 6,055 $506K
Marion Wealth Management 0.13% Add +31.7% 6,016 $503K
Creekside Partners 0.26% No change 6,013 $503K
Marshall Financial Group Inc. 0.15% No change 5,991 $501K
Vontobel Holding Ltd. 0.00% Reduce -13.3% 5,972 $499K
Beese Fulmer Investment Management, Inc. 0.04% Reduce -39.5% 5,956 $498K
Holderness Investments Co. 0.11% No change 5,923 $495K
Hardin Capital Partners, LLC 0.28% No change 6,028 $494K
Financial Guidance Group, Inc. 0.29% Reduce -1.1% 5,900 $493K
Colorado Capital Management, Inc. 0.24% Reduce -0.8% 5,891 $493K
Cannon Financial Strategists, Inc. 0.09% No change 5,889 $492K
LJI Wealth Management, LLC 0.10% Reduce -13.7% 5,849 $489K
Wetzel Investment Advisors, Inc. 0.25% Reduce -0.5% 5,840 $488K
Meridian Investment Counsel Inc. 0.15% Reduce -40.3% 5,823 $487K
WMS Partners, LLC 0.03% Add +59.6% 5,810 $486K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% Reduce -3.2% 6,013 $482K
RTD Financial Advisors, Inc. 0.06% Reduce -2.7% 5,714 $478K
Pacific Sage Partners, LLC 0.11% No change 5,705 $477K
Sightline Wealth Advisors, LLC 0.26% No change 5,705 $477K
Koss-Olinger Consulting, LLC 0.04% Add +1.0% 5,700 $477K
Zions Bancorporation, N.A. 0.03% Reduce -24.8% 5,700 $477K
Community Trust & Investment Co. 0.03% New 5,685 $475K
WestHill Financial Advisors, Inc. 0.11% No change 5,671 $474K
Bond & Devick Financial Network, Inc. 0.20% Reduce -19.3% 5,654 $473K
Berkeley Capital Partners, LLC 0.13% Reduce -1.2% 5,646 $472K
Aurora Private Wealth, Inc. 0.37% Reduce -1.6% 5,639 $472K
First National Bank & Trust Co. of Newtown 0.09% No change 5,627 $471K
Forum Financial Management, LP 0.01% Reduce -10.6% 5,611 $469K
Landmark Wealth Management, LLC 0.20% New 5,600 $468K
SOL Capital Management CO 0.05% No change 5,600 $468K
Telos Capital Management, Inc. 0.05% Add +16.7% 5,581 $467K
Farrell Financial LLC 0.33% Add +0.9% 5,895 $467K
Taylor Hoffman Capital Management LLC 0.18% — 5,877 $466K
YHB Investment Advisors, Inc. 0.04% No change 5,547 $464K
Petix & Botte Co 0.12% No change 5,546 $464K
Citizens National Bank Trust Department 0.10% No change 5,535 $463K
Leavell Investment Management, Inc. 0.02% Reduce -9.5% 5,513 $461K
Walled Lake Planning & Wealth Management, LLC 0.17% Reduce -1.8% 5,484 $459K
Horan Capital Advisors, LLC. 0.15% No change 5,475 $458K
Callan Capital, LLC 0.03% No change 5,475 $458K
Bricktown Capital, LLC 0.09% No change 5,465 $457K
International Assets Investment Management, LLC 0.04% Reduce -24.5% 5,459 $457K
Tucker Asset Management LLC 0.11% Add +0.9% 5,455 $456K
Regent Peak Wealth Advisors LLC 0.10% Reduce -5.2% 5,445 $455K
Long Run Wealth Advisors, LLC 0.11% No change 5,426 $454K
Seven Mile Advisory 0.30% No change 5,393 $451K
HUB Investment Partners, LLC 0.02% Reduce -10.8% 5,372 $449K
Frisch Financial Group, Inc. 0.14% Reduce -0.4% 5,370 $449K
Castle Wealth Management LLC 0.18% No change 5,366 $449K
HM Payson & Co. 0.01% Reduce -2.9% 5,365 $449K
Bragg Financial Advisors, Inc 0.02% Add +6.4% 5,360 $448K
Samalin Investment Counsel, LLC 0.20% No change 5,347 $447K
MKT Advisors LLC 0.21% Add +4.3% 5,394 $447K
Fiduciary Group, LLC 0.05% Reduce -2.3% 5,343 $447K
Global Financial Private Client, LLC 0.17% No change 5,320 $445K
NorthCrest Asset Manangement, LLC 0.01% Add +2.0% 5,273 $441K
North Star Asset Management Inc. 0.02% Reduce -0.5% 5,241 $438K
CNB Bank 0.20% No change 5,233 $438K
Capital Wealth Alliance, LLC 0.25% Reduce -11.9% 5,231 $438K
Blue Barn Wealth, LLC 0.22% No change 5,225 $437K
Capital Advisory Group Advisory Services, LLC 0.17% Reduce -6.8% 5,215 $436K
Ping Capital Management, Inc. 0.24% New 5,200 $435K
Pioneer Trust Bank N A 0.11% No change 5,200 $435K
Gables Capital Management Inc. 0.22% No change 5,179 $433K
Axos Invest Inc. 0.30% — 5,170 $432K
Ellevest, Inc. 0.02% Reduce -17.2% 5,163 $432K
Signaturefd, LLC 0.01% Add +53.6% 5,163 $432K
Kavar Capital Partners Group, LLC 0.07% No change 5,152 $431K
Plum Street Advisors, LLC 0.22% No change 5,147 $430K
Lincoln Capital Corp. 0.18% No change 5,140 $430K
First Business Financial Services, Inc. 0.04% No change 5,128 $429K
Oak Family Advisors, LLC 0.15% No change 5,125 $429K
Empirical Asset Management, LLC 0.15% Add +0.1% 5,113 $428K
Blue Fin Capital, Inc. 0.08% Reduce -2.6% 5,108 $427K
Center for Financial Planning, Inc. 0.06% No change 5,103 $427K
Key Financial Inc 0.09% No change 5,074 $424K
Old Second National Bank of Aurora 0.10% Reduce -6.9% 5,070 $424K
HCR Wealth Advisors 0.06% No change 5,062 $423K
GHP Investment Advisors, Inc. 0.02% Reduce -22.8% 5,055 $423K
Meeder Advisory Services, Inc. 0.03% Add +73.3% 5,048 $422K
Alexander Randolph Advisory, Inc. 0.37% No change 5,042 $422K
Elwood & Goetz Wealth Advisory Group, LLC 0.10% No change 5,033 $421K
Forza Wealth Management, LLC 0.19% No change 5,000 $418K
Great Lakes Advisors, LLC 0.00% No change 5,000 $418K
Acima Private Wealth, LLC 0.14% Reduce -43.0% 4,970 $416K
Index Fund Advisors, Inc. 0.02% Reduce -3.0% 4,954 $414K
Wealth Architects, LLC 0.05% Reduce -8.4% 4,935 $413K
Grandfield & Dodd, LLC 0.02% Reduce -0.4% 4,921 $412K
OMNI 360 Wealth, Inc. 0.28% No change 4,914 $411K
Continuum Advisory, LLC 0.05% Add +16.4% 5,298 $410K
Gradient Capital Advisors, LLC 0.14% No change 4,885 $409K
Garner Asset Management Corp 0.14% No change 4,864 $407K
Sound Stewardship, LLC 0.23% No change 4,843 $405K
Donaldson Capital Management, LLC 0.02% No change 4,842 $405K
DBK Financial Counsel, LLC 0.41% No change 4,806 $402K
TFO Wealth Partners, LLC 0.08% No change 4,800 $401K
Pinnacle Wealth Management Advisory Group, LLC 0.04% No change 4,755 $398K
SkyView Investment Advisors, LLC 0.07% Add +9.3% 4,748 $397K
Total Wealth Planning, LLC 0.06% No change 4,731 $396K
Vestcor Inc 0.01% Add +1.5% 4,700 $393K
Ausdal Financial Partners, Inc. 0.04% Reduce -1.2% 4,699 $393K
Wolff Wiese Magana LLC 0.27% Add +127.5% 4,693 $392K
Strategic Blueprint, LLC 0.02% Reduce -16.4% 4,693 $392K
Councilmark Asset Management, LLC 0.26% No change 4,680 $391K
Integris Wealth Management, LLC 0.11% No change 4,674 $391K
Wealth Dimensions Group, Ltd. 0.10% Reduce -4.7% 4,659 $390K
Northside Capital Management, LLC 0.06% No change 4,643 $388K
Dakota Wealth Management 0.01% Reduce -0.4% 4,639 $388K
Meridian Financial Advisors, LLC 0.26% No change 4,603 $385K
Capstone Investment Advisors, LLC 0.01% Add +458300.0% 4,584 $383K
Insight Advisors, LLC/ PA 0.07% Reduce -1.7% 4,564 $382K
Gallacher Capital Management LLC 0.18% No change 4,558 $381K
Financial Partners Group, Inc 0.06% No change 4,536 $379K
Vawter Financial, Ltd. 0.23% No change 4,535 $379K
Ipswich Investment Management Co., Inc. 0.09% Reduce -0.4% 4,524 $378K
Symphony Financial, Ltd. Co. 0.06% No change 4,496 $377K
Hillcrest Wealth Advisors - NY, LLC 0.19% No change 4,500 $376K
WP Advisors, LLC 0.14% Reduce -15.6% 4,477 $374K
Meridian Financial Partners LLC 0.19% New 4,455 $373K
Verum Partners LLC 0.11% No change 4,429 $370K
Interactive Financial Advisors, Inc. 0.19% Add +0.9% 4,424 $370K
Up Strategic Wealth Investment Advisors LLC 0.41% No change 4,408 $369K
Bellwether Advisors, LLC 0.07% Add +1.9% 4,401 $368K
Carrera Capital Advisors 0.09% Add +20.6% 4,382 $366K
Delta Investment Management, LLC 0.07% No change 4,326 $362K
Baltimore-Washington Financial Advisors, Inc. 0.02% Add +0.0% 4,315 $361K
Charles Schwab Trust Co 0.03% No change 4,300 $360K
UNIVEST FINANCIAL Corp 0.02% New 4,300 $360K
Cohen Klingenstein LLC 0.01% No change 4,300 $360K
Tradition Wealth Management, LLC 0.03% No change 4,298 $359K
Olde Wealth Management, LLC 0.13% No change 4,297 $359K
New Covenant Trust Company, N.A. 0.35% New 4,260 $357K
Searle & Co. 0.09% No change 4,269 $357K
49 Wealth Management, LLC 0.06% Add +5.4% 4,264 $357K
Cornerstone Wealth Management, LLC 0.03% Reduce -13.3% 4,262 $356K
Acorn Wealth Advisors, LLC 0.15% Reduce -2.5% 4,260 $356K
Eldridge Investment Advisors, Inc. 0.08% No change 4,256 $356K
Duncan Williams Asset Management, LLC 0.20% New 4,249 $355K
CPC Advisors, LLC 0.05% No change 4,233 $354K
S.A. Mason LLC 0.19% No change 4,224 $353K
SMH Capital Advisors Inc. 2.18% No change 4,220 $353K
Financial Alternatives, Inc 0.25% No change 4,200 $351K
First City Capital Management, Inc. 0.18% Reduce -0.9% 4,200 $351K
HBC Financial Services, PLLC 0.21% Add +11.0% 4,406 $351K
Ami Investment Management Inc. 0.12% No change 4,192 $351K
Trust Co of the South 0.07% Add +2.1% 4,182 $350K
Essex Financial Services, Inc. 0.03% Reduce -47.1% 4,338 $349K
Fulcrum Equity Management 0.29% Reduce -19.3% 4,157 $348K
Arkos Global Advisors 0.05% Add +2.0% 4,152 $347K
Transcendent Capital Group LLC 0.18% Reduce -0.2% 4,111 $344K
Cherry Tree Wealth Management, LLC 0.08% No change 4,105 $343K
Quadcap Wealth Management, LLC 0.05% Add +23.7% 4,092 $342K
Wealthstream Advisors, Inc. 0.06% No change 4,068 $340K
EPG Wealth Management LLC 0.09% Add +0.0% 4,062 $340K
Fortitude Family Office, LLC 0.13% No change 4,057 $339K
Vertex Planning Partners, LLC 0.08% Reduce -2.5% 4,025 $337K
Concord Wealth Partners 0.06% No change 4,007 $335K
CPA Asset Management Group, LLC 0.16% Reduce -0.8% 4,002 $335K
Godshalk Welsh Capital Management, Inc. 0.21% Add +5.3% 4,000 $335K
Sendero Wealth Management, LLC 0.05% No change 3,988 $334K
Discipline Wealth Solutions, LLC 0.18% Add +37.9% 3,973 $332K
Morton Capital Management LLC 0.07% Add +43.3% 3,968 $332K
KCM Investment Advisors LLC 0.01% No change 3,965 $332K
Valley Financial Group, Inc. 0.23% No change 3,946 $330K
Asset Allocation & Management Company, LLC 0.21% No change 3,930 $329K
Roman Butler Fullerton & Co. 0.10% Reduce -78.3% 4,053 $329K
Foster Victor Wealth Advisors, LLC 0.03% No change 3,999 $328K
Cozad Asset Management Inc. 0.03% No change 3,920 $328K
Ahl Investment Management, Inc. 0.23% Reduce -8.8% 3,910 $327K
Colonial Trust Advisors 0.03% Reduce -0.9% 3,880 $324K
American Investment Services, Inc. 0.05% No change 3,879 $324K
Advisors Capital Management, LLC 0.01% New 3,875 $324K
Stratos Investment Management, LLC 0.02% New 3,863 $323K
Cornerstone Wealth Advisors, Inc. 0.09% Reduce -1.3% 3,857 $323K
Bull Street Advisors, LLC 0.15% No change 3,853 $322K
Clear Harbor Asset Management, LLC 0.03% No change 3,821 $320K
Wealthfront Advisers LLC 0.00% Reduce -0.8% 3,818 $319K
Eagle Harbor Asset Management Inc. 0.32% New 14,126 $318K
GAMMA Investing LLC 0.03% Add +18.4% 3,798 $318K
M&R Capital Management Inc. 0.07% Add +0.2% 3,796 $317K
Johnson Financial Group, LLC 0.04% New 3,794 $317K
Phocas Financial Corp. 0.04% No change 3,760 $314K
Evernest Financial Advisors, LLC 0.08% No change 3,756 $314K
Merkkuri Wealth Advisors LLC 0.25% No change 3,737 $313K
Ethos Financial Group, LLC 0.05% Add +50.2% 3,729 $312K
Kathmere Capital Management, LLC 0.03% No change 3,704 $310K
Next Level Private LLC 0.13% No change 3,685 $308K
McElhenny Sheffield Capital Management, LLC 0.10% Add +1.3% 3,671 $307K
Cortland Associates Inc. 0.04% No change 3,665 $307K
Nottingham Advisors, Inc. 0.03% Add +4.5% 3,659 $306K
Gibson Capital, LLC 0.06% No change 3,649 $305K
Argus Investors' Counsel, Inc. 0.20% Add +3.6% 3,632 $304K
Horizon Investment Services, LLC 0.13% No change 3,622 $303K
Monetary Management Group Inc. 0.08% No change 3,595 $301K
Resources Management Corp. /CT/ 0.04% Reduce -1.4% 3,585 $300K
Watershed Private Wealth LLC 0.12% Reduce -41.5% 3,574 $299K
RiverFront Investment Group, LLC 0.01% Reduce -8.9% 3,571 $299K
Abound Wealth Management 0.10% No change 3,568 $298K
Hassell Wealth Management, LLC 0.12% Reduce -19.5% 3,755 $297K
Berger Financial Group, Inc 0.02% No change 3,554 $297K
Bill Few Associates, Inc. 0.11% Add +14.0% 3,548 $297K
Kohmann Bosshard Financial Services, LLC 0.04% No change 3,546 $297K
BKM Wealth Management, LLC 0.12% Reduce -3.0% 3,542 $296K
Evensky & Katz LLC 0.02% Add +16.1% 3,539 $296K
Atalanta Sosnoff Capital, LLC 0.01% Reduce -18.9% 3,531 $295K
MorganRosel Wealth Management, LLC 0.10% No change 3,529 $295K
Russell Investments Group, Ltd. 0.00% Add +20.9% 3,482 $291K
Fonville Wealth Management LLC 0.10% New 3,464 $290K
Guyasuta Investment Advisors Inc. 0.02% No change 3,456 $289K
Ritholtz Wealth Management 0.01% Reduce -23.9% 3,451 $289K
Philip James Wealth Mangement, LLC 0.04% New 3,412 $285K
Main Street Group, LTD 0.13% No change 3,395 $284K
Aprio Wealth Management, LLC 0.05% No change 3,380 $283K
Sargent Investment Group, LLC 0.05% No change 3,365 $281K
Ballentine Capital Advisors, Inc 0.14% No change 3,364 $281K
Hanson & Doremus Investment Management 0.04% No change 3,360 $281K
Elser Financial Planning, Inc 0.41% No change 3,359 $281K
Earned Wealth Advisors, LLC 0.09% Add +4.1% 3,357 $281K
Lutz Financial Services LLC 0.02% No change 3,356 $281K
Windward Private Wealth Management Inc. 0.11% No change 3,350 $280K
West Paces Advisors Inc. 0.07% No change 3,339 $279K
Jacobi Capital Management LLC 0.02% Add +4.5% 3,334 $279K
Park Place Capital Corp 0.08% No change 3,333 $279K
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 0.04% No change 3,325 $278K
Morling Financial Advisors, LLC 0.11% No change 3,313 $277K
W.G. Shaheen & Associates DBA Whitney & Co 0.03% No change 3,300 $276K
HighMark Wealth Management LLC 0.15% No change 3,297 $276K
Rede Wealth, LLC 0.11% No change 3,291 $275K
Chilton Investment Co. Inc. 0.01% No change 3,281 $274K
Copley Financial Group, Inc. 0.25% — 3,274 $274K
Financial Advisors, LLC 0.05% Add +8.7% 3,274 $274K
Bigelow Investment Advisors, LLC 0.12% Reduce -4.3% 3,248 $272K
Riversedge Advisors, LLC 0.06% No change 3,225 $270K
Melfa Wealth Management, Inc. 0.18% No change 3,225 $270K
Creative Capital Management Investments LLC 0.11% No change 3,218 $269K
Augustine Asset Management Inc. 0.09% New 3,215 $269K
Octavia Wealth Advisors, LLC 0.03% Add +0.2% 3,210 $268K
REDW Wealth LLC 0.07% No change 3,207 $268K
SFG Wealth Management, LLC. 0.14% No change 3,205 $268K
Client 1ST Advisory Group, LLC 0.11% No change 3,196 $267K
Institute for Wealth Management, LLC. 0.03% Reduce -0.3% 3,184 $266K
Occidental Asset Management, LLC 0.04% Add +7.2% 3,183 $266K
Pension & Wealth Management Advisors, Inc. 0.14% No change 3,176 $266K
Sonata Capital Group Inc. 0.11% Reduce -22.4% 3,167 $265K
Tsfg, LLC 0.06% Reduce -2.6% 3,172 $265K
Cooksen Wealth, LLC 0.25% No change 3,165 $265K
Northwest Bancshares, Inc. 0.04% Reduce -29.8% 3,150 $263K
PACK Private Wealth, LLC 0.15% No change 3,149 $263K
Avion Wealth 0.07% No change 3,152 $263K
Steigerwald, Gordon & Koch Inc. 0.03% Reduce -6.0% 3,138 $262K
Grey Ledge Advisors, LLC 0.07% No change 3,135 $262K
Motive Wealth Advisors 0.16% No change 3,343 $262K
Summit Wealth Partners, LLC 0.05% Add +0.1% 3,097 $259K
J.P. Marvel Investment Advisors, LLC 0.04% No change 3,069 $257K
Legacy Edge Advisors, LLC 0.04% Add +4.0% 3,055 $255K
Elk River Wealth Management LLC 0.05% Add +13.8% 3,043 $254K
Financial Perspectives, Inc 0.09% No change 3,033 $254K
Sard Wealth Management Group, LLC 0.17% No change 3,027 $253K
HHM Wealth Advisors, LLC 0.04% Reduce -8.1% 3,014 $252K
FC Advisory LLC 0.08% No change 3,014 $252K
TFB Advisors LLC 0.07% Reduce -2.0% 3,011 $252K
Centurion Wealth Management LLC 0.08% — 2,999 $251K
Private Management Group Inc. 0.01% No change 2,996 $251K
Evolution Wealth Advisors, LLC 0.05% Reduce -2.0% 2,988 $250K
Kraft, Davis & Associates, LLC 0.07% Reduce -30.1% 3,172 $249K
Meritage Portfolio Management 0.02% Reduce -12.8% 2,975 $249K
Element Wealth, LLC 0.13% Reduce -2.1% 2,945 $246K
First National Advisers, LLC 0.04% No change 2,941 $246K
Legacy Advisors, LLC 0.03% No change 2,919 $244K
CRA Financial Services, LLC 0.04% New 2,908 $243K
Angeles Wealth Management, LLC 0.02% No change 2,895 $242K
Moss Adams Wealth Advisors LLC 0.03% No change 2,892 $242K
Childress Capital Advisors, LLC 0.06% No change 2,867 $240K
Perkins Coie Trust Co 0.05% No change 2,861 $239K
Grant/GrossMendelsohn, LLC 0.10% No change 2,860 $239K
Dearborn Partners LLC 0.01% Reduce -17.9% 2,842 $238K
Widmann Financial Services, Inc. 0.18% No change 2,836 $237K
Pacific Financial Group Inc. 0.17% Reduce -7.6% 2,823 $236K
Roof Eidam Maycock Peralta, LLC 0.06% No change 2,820 $236K
First Financial Corp. 0.11% No change 2,819 $236K
Willner & Heller, LLC 0.21% No change 2,809 $235K
Mairs & Power Inc. 0.00% No change 2,792 $233K
FLC Capital Advisors 0.05% No change 2,786 $233K
Shelton Capital Management 0.01% No change 2,774 $232K
Coppell Advisory Solutions LLC 0.03% Reduce -9.7% 2,753 $231K
Signature Estate & Investment Advisors LLC 0.01% Reduce -10.2% 2,762 $231K
Gen-Wealth Partners Inc 0.10% No change 2,890 $230K
Sweet Financial Partners, LLC 0.05% No change 2,740 $229K
9258 Wealth Management, LLC 0.03% New 2,736 $229K
Executive Wealth Management, LLC 0.02% New 2,731 $228K
Armor Investment Advisors, LLC 0.09% No change 2,729 $228K
Rodgers & Associates, LTD 0.03% Add +1.5% 2,725 $228K
Successful Portfolios LLC 0.15% Reduce -0.7% 2,722 $228K
Everhart Financial Group, Inc. 0.05% New 2,722 $228K
Lakeridge Wealth Management LLC 0.13% No change 2,722 $228K
Transatlantique Private Wealth LLC 0.09% No change 2,715 $227K
Sensible Money, LLC 0.10% Reduce -15.6% 2,702 $226K
Folger Nolan Fleming Douglas Capital Management, Inc. 0.02% No change 2,700 $226K
Cranbrook Wealth Management, LLC 0.05% Reduce -4.0% 2,699 $226K
TPG Advisors LLC 0.18% New 2,699 $226K
Northstar Advisory Group, LLC 0.12% Reduce -12.1% 2,695 $225K
Tillman Hartley LLC 0.07% No change 2,693 $225K
Nikulski Financial, Inc. 0.07% Reduce -1.8% 2,690 $225K
Sugarloaf Wealth Management, LLC 0.04% Reduce -13.8% 2,672 $223K
Willow Creek Wealth Management Inc. 0.02% Reduce -35.9% 2,656 $222K
Kovack Advisors, Inc. 0.02% No change 2,650 $222K
Gerber, LLC 0.16% No change 2,649 $222K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.03% Add +1.8% 2,636 $220K
Marathon Strategic Advisors, LLC 0.23% Reduce -4.9% 2,635 $220K
Rappaport Reiches Capital Management, LLC 0.06% New 2,620 $219K
Zeit Capital LLC 0.17% No change 2,620 $219K
Uptick Partners, LLC 0.09% Reduce -6.7% 2,619 $219K
Intellectus Partners, LLC 0.06% Add +0.5% 2,602 $218K
Old Mission Investment Co LLC 0.07% Reduce -9.4% 2,598 $217K
Plancorp, LLC 0.01% No change 2,594 $217K
Rathbones Group PLC 0.00% No change 2,580 $216K
jvl associates llc 0.08% New 2,578 $216K
First National Bank Sioux Falls 0.10% No change 2,574 $215K
Schnieders Capital Management LLC 0.04% No change 2,568 $215K
Financial Life Advisors 0.08% No change 2,565 $215K
First County Bank 0.11% New 2,555 $214K
Advus Financial Partners, LLC 0.06% New 2,555 $214K
WorthPointe, LLC 0.09% Reduce -14.2% 2,554 $214K
Planned Solutions, Inc. 0.09% No change 2,554 $214K
North Point Portfolio Managers Corp. 0.03% New 2,548 $213K
Roger Wittlin Investment Advisory, LLC 0.12% New 2,534 $212K
IRON Financial LLC 0.12% New 2,531 $212K
Cooper/Haims Advisors, LLC 0.12% Reduce -3.9% 2,517 $210K
Harding Loevner LP 0.00% Reduce -72.9% 2,509 $210K
Trivant Custom Portfolio Group, LLC 0.12% Add +1.1% 2,509 $210K
Von Berge Wealth Management Group, LLC 0.13% No change 2,652 $210K
Invenio Wealth Partners LLC 0.09% New 2,503 $209K
Birchbrook, Inc. 0.12% Reduce -19.8% 2,489 $208K
Cascade Financial Partners, LLC 0.03% No change 2,582 $208K
New Century Financial Group, LLC 0.08% New 2,485 $208K
Knights of Columbus Asset Advisors LLC 0.01% Add +49.6% 2,479 $207K
Clearstead Trust, LLC 0.05% Reduce -3.5% 2,478 $207K
EPIQ Capital Group, LLC 0.06% Reduce -34.4% 2,475 $207K
Brown, Lisle/Cummings, Inc. 0.06% No change 2,474 $207K
Fort Sheridan Advisors LLC 0.03% New 2,472 $207K
Blue Chip Partners, LLC 0.02% No change 2,467 $206K
Sachetta, LLC 0.08% No change 2,451 $205K
First Community Trust NA 0.17% No change 2,442 $204K
Moneco Advisors, LLC 0.03% New 2,439 $204K
LongView Wealth Management 0.07% Reduce -5.3% 2,434 $204K
Milestone Asset Management, LLC 0.05% New 2,433 $203K
Madison Wealth Partners, Inc 0.06% Reduce -18.6% 2,430 $203K
First Trust Direct Indexing L.P. 0.01% New 2,430 $203K
Lafayette Investments, Inc. 0.04% New 2,430 $203K
Parthenon LLC 0.02% New 2,413 $202K
Alta Wealth Advisors LLC 0.09% New 2,410 $202K
Summit Investment Advisory Services, LLC 0.11% New 2,408 $201K
Red Lighthouse Investment Management, LLC 0.08% No change 2,400 $201K
Spectrum Investment Advisors, Inc. 0.14% New 2,394 $200K
Galvin, Gaustad & Stein, LLC 0.02% New 2,392 $200K
CMG Global Holdings, LLC 0.11% New 2,392 $200K
Delos Wealth Advisors, LLC 0.17% No change 2,355 $197K
Westside Investment Management, Inc. 0.04% No change 2,340 $196K
Logan Capital Management Inc. 0.01% Add +9.3% 2,313 $193K
Carmichael Hill & Associates, Inc. 0.07% No change 2,312 $193K
Maryland Capital Advisors Inc. 0.09% Reduce -0.8% 2,207 $185K
Capital Investment Advisory Services, LLC 0.02% Reduce -3.0% 2,145 $179K
Raffa Wealth Management, LLC 0.04% No change 2,134 $178K
Joseph Group Capital Management 0.07% Add +487.4% 2,091 $175K
Founders Financial Alliance, LLC 0.05% Reduce -2.7% 2,076 $174K
City State Bank 0.06% Reduce -6.8% 2,040 $171K
Hamilton Point Investment Advisors, LLC 0.03% No change 1,989 $166K
Operose Advisors LLC 0.05% Add +8895.5% 1,979 $166K
Kozak & Associates, Inc. 0.04% Add +30.1% 1,964 $160K
Northwest Capital Management Inc 0.06% No change 1,885 $158K
PrairieView Partners, LLC 0.02% Reduce -2.6% 1,887 $157K
Rosenberg Matthew Hamilton 0.04% Add +87.9% 1,817 $152K
Ballast Advisors LLC 0.05% Reduce -0.7% 1,805 $151K
Hexagon Capital Partners LLC 0.03% Reduce -17.1% 1,752 $147K
WealthCollab, LLC 0.10% No change 1,744 $146K
Harbor Capital Advisors, Inc. 0.01% Add +15.9% 1,665 $139K
CVA Family Office, LLC 0.02% Reduce -12.9% 1,660 $139K
NWK Group, Inc. 0.06% Add +0.1% 1,654 $138K
Pacific Capital Wealth Advisors, Inc. 0.02% Reduce -24.1% 1,627 $136K
Archer Investment Corp 0.04% Reduce -10.3% 1,597 $134K
Icon Wealth Advisors, LLC 0.01% No change 1,587 $133K
Creative Financial Designs Inc. 0.01% No change 1,586 $133K
Front Row Advisors LLC 0.05% Reduce -28.8% 1,520 $127K
Main Management LLC 0.01% No change 1,497 $125K
SIMA Wealth Partners, LLC 0.10% No change 1,444 $121K
DecisionPoint Financial, LLC 0.04% No change 1,444 $121K
TD Capital Management LLC 0.01% No change 1,430 $120K
1620 Investment Advisors, Inc. 0.09% Add +1314.0% 1,414 $118K
Union Savings Bank 0.06% No change 1,407 $118K
GPS Wealth Strategies Group, LLC 0.01% No change 1,338 $112K
Pineridge Advisors LLC 0.04% No change 1,334 $112K
Barrett & Company, Inc. 0.05% No change 1,298 $109K
Davis Capital Management 0.09% No change 1,293 $108K
Frazier Financial Advisors, LLC 0.08% No change 1,253 $105K
Windsor Advisory Group, LLC 0.12% No change 1,242 $104K
DHJJ Financial Advisors, Ltd. 0.04% No change 1,224 $102K
Cornerstone National Bank & Trust Co 0.04% New 1,186 $99K
Kings Path Partners LLC 0.04% No change 1,175 $98K
Halpern Financial, Inc. 0.02% No change 1,165 $97K
Ridgewood Investments LLC 0.05% Reduce -0.1% 1,149 $96K
Tidemark, LLC 0.04% No change 1,148 $96K
Albion Financial Group 0.01% No change 1,107 $93K
Coston, McIsaac & Partners 0.03% No change 1,106 $92K
Spectrum Wealth Counsel, LLC 0.01% No change 1,095 $92K
IAG Wealth Partners, LLC 0.02% Add +431.1% 1,094 $91K
Olistico Wealth, LLC 0.05% No change 1,075 $90K
Voisard Asset Management Group, Inc. 0.04% Reduce -1.8% 1,070 $89K
Avalon Trust Co 0.01% New 1,069 $89K
MGB Wealth Management, LLC 0.03% No change 1,065 $89K
Talon Private Wealth, LLC 0.02% — 1,008 $84K
Wintrust Investments LLC 0.06% Reduce -90.5% 1,015 $84K
Bogart Wealth, LLC 0.00% Add +20.1% 1,002 $84K
Cetera Trust Company, N.A 0.05% No change 1,000 $84K
Fourpath Capital Management, LLC 0.02% New 999 $84K
Partnership Wealth Management, LLC 0.06% Reduce -21.9% 982 $82K
Harris Associates (Oakmark Funds) 0.00% New 972 $81K
Granite Investment Partners, LLC 0.00% No change 950 $79K
Breakwater Investment Management 0.03% No change 929 $78K
Valued Wealth Advisors LLC 0.05% Add +74.8% 928 $78K
Weaver Capital Management LLC 0.02% No change 903 $76K
Gould Capital, LLC 0.05% Reduce -17.5% 884 $74K
Harel Insurance Investments & Financial Services Ltd. 0.00% No change 883 $73K
Beacon Capital Management, LLC 0.01% Reduce -6.9% 838 $70K
Smartleaf Asset Management LLC 0.01% Reduce -1.4% 826 $69K
Balentine LLC 0.00% Add +8.6% 771 $64K
Piscataqua Savings Bank 0.05% No change 735 $61K
Sittner & Nelson, LLC 0.03% No change 720 $60K
First United Bank & Trust 0.02% No change 704 $59K
Bank Julius Baer & Co. Ltd, Zurich 0.00% New 688 $58K
WFA of San Diego, LLC 0.05% No change 685 $57K
Pin Oak Investment Advisors Inc. 0.05% No change 685 $57K
BBJS Financial Advisors, LLC 0.02% No change 678 $57K
Robinswood Financial LLC 0.02% Add +35.1% 650 $54K
Financial Management Professionals, Inc. 0.01% Add +2734.8% 652 $54K
Foster Dykema Cabot & Partners, LLC 0.00% Reduce -15.2% 615 $51K
Kennebec Savings Bank 0.05% — 590 $49K
Jamison Private Wealth Management, Inc. 0.01% No change 565 $47K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.01% No change 565 $47K
Realta Investment Advisors 0.02% Reduce -77.5% 570 $47K
Castleview Partners, LLC 0.03% Reduce -78.4% 552 $46K
ORG Partners LLC 0.01% Reduce -85.5% 537 $45K
Jaffetilchin Investment Partners, LLC 0.00% New 534 $45K
Creekmur Asset Management LLC 0.01% Reduce -27.1% 525 $44K
GoalVest Advisory LLC 0.01% No change 522 $44K
Kathleen S. Wright Associates Inc. 0.02% No change 517 $43K
Planning Capital Management Corp 0.03% No change 515 $43K
Horizon Investments, LLC 0.00% Reduce -22.4% 510 $43K
Advantage Trust Co 0.03% No change 500 $42K
Ramirez Asset Management, Inc. 0.01% No change 500 $42K
Bear Mountain Capital, Inc. 0.02% No change 508 $41K
Bfsg, LLC 0.00% Reduce -9.3% 489 $41K
Dunhill Financial, LLC 0.02% No change 486 $41K
Oakworth Capital, Inc. 0.00% Reduce -20.4% 481 $40K
Ascentis Wealth Management, LLC 0.01% — 461 $39K
Fairscale Capital, LLC 0.03% No change 454 $38K
Financial Freedom, LLC 0.02% No change 450 $38K
Hoese & Co LLP 0.03% Reduce -36.6% 450 $38K
Bollard Group LLC 0.00% No change 434 $36K
Pacifica Partners Inc. 0.01% No change 412 $34K
Arax Advisory Partners 0.00% No change 402 $34K
West Financial Advisors, LLC 0.01% Reduce -25.1% 361 $30K
William Blair Investment Management, LLC 0.00% Reduce -58.6% 361 $30K
Rice Partnership, LLC 0.01% New 358 $30K
SYM FINANCIAL Corp 0.00% No change 334 $28K
Howe & Rusling Inc. 0.00% Add +39.1% 331 $28K
Tacita Capital Inc 0.02% No change 300 $25K
Atlas Capital Advisors Inc. 0.00% No change 299 $25K
Caldwell Sutter Capital, Inc. 0.01% No change 292 $24K
Mitchell Sinkler & Starr 0.01% No change 280 $23K
VitalStone Financial, LLC 0.02% No change 278 $23K
EnRich Financial Partners LLC 0.01% No change 273 $23K
Studio Investment Management LLC 0.00% No change 268 $22K
FSA Wealth Management LLC 0.01% — 263 $22K
Granite FO LLC 0.01% New 252 $21K
Centennial Bank 0.01% No change 250 $21K
Rise Advisors, LLC 0.01% No change 250 $21K
Caitlin John, LLC 0.01% Add +43.2% 265 $20K
Addison Advisors LLC 0.01% Reduce -85.6% 242 $20K
Kiely Wealth Advisory Group, Inc. 0.01% No change 258 $20K
Gleason Group, Inc. 0.00% No change 233 $19K
Pflug Koory, LLC 0.00% — 226 $19K
Eagle Bay Advisors LLC 0.01% No change 224 $19K
POM Investment Strategies, LLC 0.01% No change 223 $19K
AllSquare Wealth Management LLC 0.01% No change 205 $17K
CoreFirst Bank & Trust 0.01% New 199 $17K
C M Bidwell & Associates Ltd. 0.01% No change 182 $15K
Integrity Financial Corp 0.01% No change 180 $15K
Ashton Thomas Securities, LLC 0.00% New 180 $15K
ZynergyRetirementPlanningLLC 0.01% No change 174 $15K
Field & Main Bank 0.01% No change 174 $15K
Burkett Financial Services, LLC 0.01% No change 173 $14K
Fortis Group Advisors, LLC 0.00% No change 173 $14K
CKW Financial Group 0.00% No change 171 $14K
Hazlett, Burt & Watson, Inc. 0.01% No change 155 $13K
Glassman Wealth Services 0.00% No change 151 $13K
Ruedi Wealth Management, Inc. 0.00% No change 150 $13K
Nordwand Advisors, LLC 0.00% No change 149 $12K
Ransom Advisory, Ltd 0.01% No change 146 $12K
Stephens Consulting, LLC 0.00% No change 142 $12K
FWL Investment Management, LLC 0.00% Add +243.9% 141 $12K
Flaharty Asset Management, LLC 0.00% New 140 $12K
Bank & Trust Co 0.01% No change 135 $11K
Cape Investment Advisory, Inc. 0.00% No change 117 $10K
American Capital Advisory, LLC 0.01% No change 114 $10K
Jackson, Grant Investment Advisers, Inc. 0.00% New 111 $9K
Investors Research Corp 0.00% No change 110 $9K
Natixis 0.00% Reduce -96.3% 110 $9K
Tanaka Capital Management Inc. 0.02% No change 103 $9K
Sawyer & Company, Inc 0.00% New 109 $9K
Princeton Global Asset Management LLC 0.00% No change 100 $8K
Horrell Capital Management, Inc. 0.00% No change 95 $8K
Alaska Wealth Advisors, LLC 0.00% Add +61.4% 92 $8K
Hara Capital LLC 0.00% New 91 $8K
Pacific Center for Financial Services 0.00% No change 89 $7K
Atwood & Palmer Inc. 0.00% Reduce -62.2% 84 $7K
Lowe Wealth Advisors, LLC 0.00% No change 77 $6K
Louisbourg Investments Inc. 0.00% No change 75 $6K
Provident Wealth Management, LLC 0.00% Add +373.3% 71 $6K
Sanctuary Wealth Management, L.L.C. 0.00% No change 70 $6K
Bull Oak Capital, LLC 0.00% New 70 $6K
Thompson Investment Management, Inc. 0.00% No change 62 $5K
WR Wealth Planners, LLC 0.00% No change 60 $5K
MeadowBrook Investment Advisors LLC 0.00% No change 54 $5K
Householder Group Estate & Retirement Specialist, LLC 0.00% Add +27.9% 55 $4K
Allianz Asset Management GmbH 0.00% Reduce -10.6% 42 $4K
Wallace Hart LLC 0.00% No change 38 $3K
Luken Investment Analytics, LLC 0.00% No change 31 $3K
Armstrong Advisory Group, Inc. 0.00% New 27 $2K
Baldwin Wealth Partners LLC 0.00% Reduce -95.1% 20 $2K
Aspire Wealth Management Corp 0.00% No change 17 $1K
Transamerica Financial Advisors, LLC 0.00% No change 2 $1K
Washington Growth Strategies LLC 0.02% — 33 $405
Providence Capital Advisors, LLC 0.00% No change 4 $335
REAP Financial Group, LLC 0.00% No change 4 $335

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