iShares MSCI Eafe ETFEFAETF

13F holders, Q4 2024 (December 31)
1,943holders +82
96new positions
114sold out
7famous investors
$75.62avg. 13F price*

At the end of Q4 2024, 1,943 institutions reported holding iShares MSCI Eafe ETF (EFA) in their 13F filings, up 82 from Q3 2024. 96 opened new positions and 114 sold out. The largest holders were BlackRock, Inc. ($7.2B), Goldman Sachs Group Inc. ($3.0B) and Bank of America Corp. ($2.8B). 7 famous investors held it, including Leon Cooperman (0.2% of Omega Advisors (Leon Cooperman)'s portfolio), Joel Greenblatt (0.0% of Gotham Asset Management's portfolio) and Israel Englander (0.0% of Millennium 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 Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions96$189.9M
Exits114$461.8M

All 13F filers, Q3 2024 → Q4 2024: 51,415,044 shares bought and 40,558,541 shares sold, net +10,856,503 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,943 holders

BlackRock, Inc. 0.15% Add +8.9% 95,256,277 $7.2B
Goldman Sachs Group Inc. 0.58% Add +22.3% 39,666,808 $3.0B
Bank of America Corp. 0.26% Add +11.8% 36,677,065 $2.8B
Morgan Stanley 0.12% Reduce -4.9% 23,548,963 $1.8B
JPMorgan Chase & Co. 0.13% Add +7.1% 22,067,950 $1.7B
Northern Trust Corp. 0.22% Reduce -0.9% 20,769,541 $1.6B
Wells Fargo & Company 0.27% Add +5.5% 14,943,890 $1.1B
UBS Group AG 0.20% Add +7.8% 11,665,490 $882.0M
FMR LLC 0.04% Reduce -1.7% 9,459,216 $715.2M
PNC Financial Services Group, Inc. 0.45% Reduce -2.5% 8,919,677 $674.4M
Northwestern Mutual Investment Management Company, LLC 14.38% Add +30.4% 8,608,551 $650.9M
Royal Bank of Canada 0.13% Reduce -7.6% 8,027,542 $607.0M
Bank of New York Mellon Corp 0.11% Add +9.6% 7,960,396 $601.9M
US Bancorp \de 0.74% Add +0.0% 7,514,472 $568.2M
Envestnet Asset Management Inc. 0.18% Reduce -13.2% 7,426,542 $561.5M
AlTi Global, Inc. 13.44% Add +6.3% 7,363,173 $556.8M
TD Asset Management Inc 0.44% Reduce -7.3% 6,568,314 $496.6M
Capital International Investors 0.06% Add +401.3% 4,483,982 $339.0M
Jones Financial Companies LLLP 0.31% Reduce -19.1% 4,351,905 $329.0M
Susquehanna International Group, LLP 0.47% Reduce -42.4% 4,179,423 $316.0M
LPL Financial LLC 0.12% Add +7.1% 3,956,333 $299.1M
Bank of Montreal 0.15% Add +2.0% 3,837,455 $290.2M
Raymond James Financial Inc. 0.10% — 3,422,165 $258.7M
Truist Financial Corp. 0.40% Add +4.2% 3,372,742 $255.0M
Natixis Advisors, LLC 0.48% Add +124.5% 3,370,059 $254.8M
CIBC Asset Management Inc 0.76% Add +7.3% 3,081,835 $233.0M
Ameriprise Financial Inc. 0.06% Add +30.5% 2,999,998 $226.8M
Mariner, LLC 0.38% Reduce -0.2% 2,953,043 $223.3M
Sand Hill Global Advisors, LLC 8.74% Add +0.1% 2,729,642 $206.4M
Squarepoint Ops LLC 0.51% Add +26.3% 2,609,325 $197.3M
Jane Street Group, LLC 0.31% Reduce -79.7% 2,548,437 $192.7M
Regions Financial Corp. 1.38% Add +0.7% 2,476,882 $187.3M
Hackensack Meridian Health, Inc. 21.74% Add +5.6% 2,420,932 $183.0M
Northwestern Mutual Wealth Management Co. 0.15% Add +4.5% 2,296,547 $173.6M
Badgley Phelps Wealth Managers, LLC 4.00% Reduce -1.1% 2,268,679 $171.5M
BNP Paribas Financial Markets 0.13% Add +39.1% 2,231,198 $168.7M
Barclays PLC 0.08% Add +173.4% 2,135,846 $161.5M
Mackenzie Financial Corp. 0.21% Add +3.8% 2,080,428 $157.3M
M&T Bank Corp 0.53% Add +3.6% 2,073,154 $156.8M
Hirtle & Co., LLC 7.53% Reduce -0.8% 2,052,412 $155.2M
Creative Planning 0.15% Reduce -1.1% 2,022,147 $152.9M
Comerica Bank 0.58% Add +3.9% 1,889,611 $142.9M
Prudential Financial Inc. 0.19% Add +0.5% 1,838,984 $139.0M
Corient Private Wealth LP 0.23% Reduce -1.6% 1,863,883 $137.7M
Rockefeller Capital Management L.P. 0.34% Reduce -2.2% 1,736,502 $131.3M
Keybank National Association 0.49% Add +1.6% 1,701,258 $128.6M
Stifel Financial Corp. 0.13% Reduce -2.6% 1,667,937 $126.1M
Cullen/Frost Bankers, Inc. 1.65% Add +3.9% 1,591,922 $120.4M
Lazard Asset Management LLC 0.19% Add +626.8% 1,575,685 $119.1M
Financial Engines Advisors L.L.C. 0.25% Reduce -0.3% 1,567,411 $118.5M
HighTower Advisors, LLC 0.16% Add +1.8% 1,522,950 $115.2M
Cerity Partners LLC 0.23% Reduce -2.7% 1,440,275 $108.3M
Arvest Bank Trust Division 6.47% Reduce -0.3% 1,420,843 $107.4M
Fifth Third Bancorp 0.39% Reduce -5.3% 1,410,002 $106.6M
Baird Financial Group, Inc. 0.19% Reduce -1.2% 1,319,644 $99.8M
CIBC Private Wealth Group LLC 0.16% Reduce -1.0% 1,166,027 $88.9M
Mercer Global Advisors Inc. 0.21% Add +39.9% 1,161,166 $87.8M
Captrust Financial Advisors 0.25% Reduce -3.0% 1,220,076 $87.3M
WCM Investment Management, LLC 0.20% Add +5144.9% 1,150,986 $87.0M
Commonwealth Equity Services, LLC 0.12% Reduce -2.1% 1,121,999 $84.8M
EP Wealth Advisors, LLC 0.66% Add +506.7% 1,071,136 $81.0M
Linscomb Wealth, Inc. 3.98% Reduce 0.0% 1,058,052 $80.0M
Board of Trustees of The Leland Stanford Junior University 6.70% Reduce -67.7% 1,037,854 $78.5M
Aristotle Capital Management, LLC 0.14% Add +193.6% 977,548 $73.9M
Pathstone Holdings, LLC 0.33% Add +12.8% 975,868 $73.8M
Bokf, NA 1.22% Add +0.9% 959,759 $72.0M
Wealth Enhancement Advisory Services, LLC 0.14% Add +2.3% 942,376 $71.3M
Glenmede Trust Co. NA 0.35% Reduce -5.8% 908,320 $68.7M
Greenfield FTC, Inc. 13.16% Add +207.7% 893,758 $67.6M
WoodTrust Financial Corp 9.49% Add +4.8% 892,073 $67.5M
Thompson Siegel & Walmsley LLC 1.03% Add +1852.0% 868,186 $65.6M
Ensign Peak Advisors, Inc 0.12% Add +0.9% 865,269 $65.4M
Miller Investment Management, LP 6.87% Reduce -6.3% 830,618 $62.8M
Blair William & Co. 0.18% Reduce -2.4% 824,505 $62.3M
Cetera Investment Advisers 0.13% Reduce -19.7% 817,798 $61.8M
HSBC Holdings PLC 0.04% Add +115.6% 787,996 $59.8M
Accredited Investors Inc. 3.45% Reduce -8.2% 777,672 $58.8M
Valmark Advisers, Inc. 0.91% Add +3.0% 777,286 $58.8M
Allspring Global Investments Holdings, LLC 0.09% Add +1.1% 765,427 $57.9M
AMG National Trust Bank 1.57% Reduce -4.0% 750,384 $56.7M
Janney Montgomery Scott LLC 0.15% Reduce -11.1% 737,266 $55.7M
Annis Gardner Whiting Capital Advisors, LLC 15.61% Add +1.4% 736,968 $55.7M
MetLife Investment Management, LLC 0.30% Add +91.0% 725,000 $54.8M
Deutsche Bank AG 0.02% Add +9.1% 714,397 $54.0M
Stock Yards Bank & Trust Co. 1.85% Reduce -0.4% 712,486 $53.9M
Becker Capital Management Inc. 1.74% Add +8.6% 705,481 $53.3M
MML Investors Services, LLC 0.18% Add +8.5% 704,299 $53.3M
Cresset Asset Management, LLC 0.26% Reduce -6.1% 701,469 $53.0M
Franklin Resources Inc. 0.01% Add +0.8% 698,541 $52.8M
Wilmington Savings Fund Society, FSB 0.95% Add +1.3% 697,026 $52.7M
Cambiar Investors LLC 2.05% Add +339.9% 685,158 $51.8M
Brown Advisory Inc. 0.07% Reduce -10.3% 679,272 $51.4M
Alliancebernstein L.P. 0.02% Add +15.2% 678,332 $51.3M
Focus Partners Wealth 0.13% Add +24.7% 673,123 $50.9M
Osaic Holdings, Inc. 0.11% Reduce -6.7% 672,730 $50.9M
Corebridge Financial, Inc. 0.27% Add +362.1% 671,500 $50.8M
BIP Wealth, LLC 3.28% Reduce -1.6% 649,098 $49.1M
Bontempo Ohly Capital Mgmt LLC 23.17% Reduce -1.1% 629,528 $47.6M
Hancock Whitney Corp. 1.50% Reduce -5.6% 625,101 $47.3M
Waterway Wealth Management, LLC 20.61% Add +7.4% 619,843 $46.9M
First Horizon Advisors, Inc. 1.31% Add +0.6% 619,031 $46.8M
Bank of Nova Scotia 0.08% Add +0.1% 606,912 $45.9M
Wit, LLC 1.46% Add +56673.3% 430,909 $45.5M
Valeo Financial Advisors, LLC 1.27% Reduce -7.1% 600,317 $45.4M
Cibc World Market Inc. 0.10% Reduce -7.0% 586,905 $44.4M
Modera Wealth Management, LLC 0.53% Add +4.5% 581,495 $44.0M
HT Partners LLC 14.84% Reduce -0.1% 577,091 $43.6M
NorthCoast Asset Management LLC 0.21% Reduce -10.3% 573,982 $43.4M
MassMutual Private Wealth & Trust, FSB 1.21% Reduce -11.1% 571,359 $43.2M
NewEdge Wealth, LLC 0.75% Add +10.3% 571,311 $43.2M
CW Advisors, LLC 0.59% Reduce -1.3% 564,892 $42.7M
Wealthspire Advisors, LLC 0.42% Add +0.8% 560,009 $42.3M
Arrowstreet Capital, Limited Partnership 0.03% Reduce -11.9% 556,162 $42.1M
Citigroup Inc. 0.04% Add +99.5% 554,800 $41.9M
Choreo, LLC 0.59% Reduce -1.1% 543,307 $41.1M
Savant Capital, LLC 0.31% Reduce -1.5% 526,682 $39.8M
MainStreet Investment Advisors LLC 5.57% Reduce -3.8% 525,992 $39.8M
Confluence Wealth Services, Inc. 2.57% Add +12.7% 502,421 $39.6M
Fiducient Advisors LLC 4.88% Add +1.1% 522,421 $39.5M
Citizens Financial Group Inc. 0.75% Add +2.3% 509,308 $38.5M
Cullen Capital Management, LLC 0.45% New 507,578 $38.4M
LBMC Investment Advisors, LLC 3.00% Reduce -0.8% 504,142 $38.1M
SCS Capital Management LLC 0.78% Reduce -4.4% 502,661 $38.0M
State of Wyoming 4.79% Add +0.7% 496,387 $37.5M
Synovus Financial Corp. 0.47% Reduce -5.2% 489,178 $37.0M
Johnson Investment Counsel Inc. 0.35% Add +1.5% 481,393 $36.4M
1ST Source Bank 2.05% Add +2.2% 474,301 $35.9M
Greenleaf Trust 0.32% Reduce -1.4% 467,521 $35.3M
Lepercq De Neuflize Asset Management LLC 25.26% — 466,000 $35.2M
TD Private Client Wealth LLC 0.98% Add +4.9% 461,753 $34.9M
Nisa Investment Advisors, LLC 0.13% No change 459,150 $34.7M
Clearstead Advisors, LLC 0.53% Reduce -0.2% 458,406 $34.7M
BTC Capital Management, Inc. 3.20% Add +1.6% 456,579 $34.5M
IFG Advisors, LLC 6.72% Add +7.3% 446,825 $33.8M
Bailard, Inc. 0.85% Add +49.1% 437,720 $33.1M
Destination Wealth Management 1.03% Add +1.3% 436,776 $33.0M
Trustmark Bank Trust Department 2.41% Reduce -25.6% 428,161 $32.4M
FineMark National Bank & Trust 1.13% Add +3.8% 426,667 $32.3M
Fiera Capital Corp 0.10% Add +5.0% 425,427 $32.2M
OMERS ADMINISTRATION Corp 0.28% No change 420,175 $31.8M
Equitable Holdings, Inc. 0.30% Add +20.8% 420,013 $31.8M
Keel Point, LLC 2.54% Add +15.5% 418,623 $31.7M
Cambridge Investment Research Advisors, Inc. 0.10% Add +8.7% 397,524 $30.1M
MAI Capital Management 0.22% Add +12.5% 394,903 $29.9M
Paulson Wealth Management Inc. 8.14% Reduce -17.5% 394,462 $29.8M
Country Club Bank 1.98% Add +1.4% 392,089 $29.6M
Ballentine Partners, LLC 0.50% Reduce -0.0% 385,226 $29.1M
Commerce Bank 0.18% Reduce -0.1% 378,860 $28.6M
Ieq Capital, LLC 0.28% Add +29.0% 377,780 $28.6M
Strategic Wealth Partners, Ltd. 2.36% Add +0.9% 348,523 $28.5M
NorthRock Partners, LLC 0.92% Reduce -13.4% 372,137 $28.1M
DT Investment Partners, LLC 2.37% No change 370,143 $28.0M
Kestra Advisory Services, LLC 0.15% Reduce -11.1% 369,945 $28.0M
Mesirow Financial Investment Management, Inc. 0.54% Add +1.2% 361,608 $27.3M
Arbor Investment Advisors, LLC 3.79% Reduce -0.8% 355,859 $26.9M
Parkside Advisors LLC 6.33% Add +5.7% 355,409 $26.9M
Thrivent Financial for Lutherans 0.05% Add +2.4% 343,765 $26.8M
D.A. Davidson & Co. 0.22% Add +8.1% 350,233 $26.5M
Millennium Management 0.02% Add +1014.6% 350,064 $26.5M
Avantax Advisory Services, Inc. 0.16% Add +46.3% 337,149 $25.5M
Retirement Systems of Alabama 0.09% No change 335,666 $25.4M
Pinnacle Financial Partners Inc 0.51% Add +3.5% 330,589 $25.1M
Moneta Group Investment Advisors LLC 0.34% Reduce -3.5% 324,216 $24.5M
Oppenheimer Asset Management Inc. 0.29% Add +6.5% 318,865 $24.1M
Stairway Partners, LLC 1.50% Reduce -1.9% 314,845 $23.8M
Grant Street Asset Management, Inc. 6.15% Add +8.4% 310,733 $23.5M
Tanglewood Wealth Management, Inc. 2.70% Reduce -6.7% 310,044 $23.4M
Healthcare of Ontario Pension Plan Trust Fund 0.05% No change 306,000 $23.1M
Brewster Financial Planning LLC 17.47% Add +3.5% 305,097 $23.1M
Jasper Ridge Partners, L.P. 0.73% No change 304,801 $23.0M
Conning Inc. 0.84% Add +19.6% 303,561 $23.0M
Arrien Investments, Inc. 16.28% Add +4.6% 285,534 $22.8M
Atria Investments, Inc 0.28% Add +42.9% 299,901 $22.7M
First Commonwealth Financial Corp 5.26% Add +0.5% 294,988 $22.3M
Capital Group Private Client Services, Inc. 0.20% Add +653.8% 290,687 $22.0M
Orion Porfolio Solutions, LLC 0.22% Reduce -6.1% 289,851 $21.9M
Orion Portfolio Solutions, LLC 0.22% Reduce -6.1% 289,851 $21.9M
Courier Capital LLC 1.49% Add +10.8% 285,487 $21.6M
StoneX Group Inc. 1.18% Add +18.6% 282,497 $21.4M
Painted Porch Advisors LLC 10.44% Add +13.5% 279,995 $21.2M
Latigo Investments, LLC 10.71% No change 278,590 $21.1M
IFC Advisors LLC 4.58% — 277,638 $21.0M
Constellation Investments, Inc. 0.94% — 273,431 $20.7M
Unique Wealth, LLC 4.23% Add +16.7% 268,631 $20.3M
Composition Wealth, LLC 0.40% Reduce -4.3% 263,806 $19.9M
Verger Capital Management LLC 9.78% Add +0.8% 259,457 $19.6M
Salomon & Ludwin, LLC 2.04% Reduce -2.7% 255,196 $19.3M
Connable Office Inc. 1.99% Reduce -8.9% 254,095 $19.2M
Allie Family Office LLC 10.62% Add +7.2% 253,037 $19.1M
Colton Groome Financial Advisors, LLC 7.29% Reduce -1.0% 252,213 $19.1M
Vestor Capital, LLC 1.43% Reduce -3.6% 248,547 $18.8M
IFP Advisors, Inc 0.61% Reduce -5.4% 245,686 $18.6M
Portland Global Advisors LLC 2.33% Reduce -1.6% 244,005 $18.4M
Flputnam Investment Management Co. 0.33% Reduce -20.0% 240,064 $18.2M
Prosperity Planning, Inc. 8.19% Add +2.9% 237,922 $18.0M
Brighton Jones LLC 0.52% Add +5.3% 236,460 $17.9M
Cornerstone Management, Inc. 3.45% Reduce -1.4% 236,114 $17.9M
Pittenger & Anderson Inc. 0.64% Add +2.5% 232,921 $17.6M
Lake Street Advisors Group, LLC 0.81% Add +1.4% 232,460 $17.6M
Dynasty Wealth Management, LLC 0.30% Reduce -49.7% 230,718 $17.4M
Waverly Advisors, LLC 0.27% Add +32.4% 230,197 $17.4M
Beacon Pointe Advisors, LLC 0.19% Reduce -9.0% 228,865 $17.3M
Steward Partners Investment Advisory, LLC 0.15% Add +5.1% 223,702 $16.9M
Brown Brothers Harriman & Co. 0.12% Add +18.6% 222,801 $16.8M
First Hawaiian Bank 0.54% Reduce -4.7% 220,383 $16.7M
US Financial Advisors, LLC 5.08% Add +3.2% 218,555 $16.5M
Parallel Advisors, LLC 0.37% Add +1.5% 215,082 $16.3M
Thornburg Investment Management Inc. 0.21% Add +204.4% 213,982 $16.2M
Envestnet Portfolio Solutions, Inc. 0.05% Reduce -33.4% 210,923 $15.9M
RVW Wealth, LLC 1.48% Reduce -4.1% 210,382 $15.9M
Burgundy Asset Management Ltd. 0.16% New 210,357 $15.9M
Financial Counselors Inc. 0.23% Reduce -21.3% 209,895 $15.9M
Swan Global Investments, LLC 0.76% Reduce -32.2% 208,000 $15.7M
Fiduciary Trust Co 0.21% Add +21.5% 206,373 $15.6M
Quest Investment Management LLC 1.79% Add +1.7% 204,382 $15.5M
Inspire Trust Co, N.A. 3.94% Add +5.2% 203,830 $15.4M
Kayne Anderson Rudnick Investment Management LLC 0.04% Add +56.8% 203,737 $15.4M
Principal Financial Group Inc. 0.01% Reduce -40.1% 201,451 $15.2M
Level Four Advisory Services, LLC 0.62% Add +222.3% 201,166 $15.2M
Patton Fund Management, Inc. 2.97% Reduce -4.7% 200,638 $15.2M
Taikang Asset Management (Hong Kong) Co Ltd 2.22% No change 200,155 $15.1M
Anchor Capital Management Group Inc 5.48% — 200,000 $15.1M
Central Bank & Trust Co. 2.29% Add +1.7% 199,943 $15.1M
Curi Capital, LLC 0.34% Add +5.7% 197,484 $14.9M
Verdence Capital Advisors LLC 1.20% Add +16.0% 197,156 $14.9M
Tandem Wealth Advisors LLC 7.59% Reduce -5.8% 196,850 $14.9M
Cape Ann Savings Bank 8.76% Add +10.2% 196,729 $14.9M
Allen Investment Management, LLC 0.17% Reduce -0.5% 195,838 $14.8M
Atria Wealth Solutions, Inc. 0.16% Add +1.4% 193,253 $14.6M
National Philanthropic Trust 0.21% Add +0.0% 191,709 $14.5M
Heartwood Wealth Advisors LLC 1.61% Reduce -1.4% 189,627 $14.3M
Hantz Financial Services, Inc. 0.25% Reduce -1.6% 187,234 $14.2M
Litman Gregory Wealth Management LLC 1.22% Reduce -3.1% 185,924 $14.1M
Evercore Wealth Management, LLC 0.21% Reduce -3.2% 184,528 $14.0M
Almanack Investment Partners, LLC. 2.14% Add +3.3% 183,469 $13.9M
Canandaigua National Bank & Trust Co. 1.37% Reduce -0.5% 183,413 $13.9M
Ethos Financial Group, LLC 1.81% Add +4798.9% 182,679 $13.8M
F/m Investments LLC 0.51% Reduce -35.7% 181,809 $13.7M
Tiaa Trust, National Association 0.04% Reduce -1.8% 181,652 $13.7M
HB Wealth Management, LLC 0.14% Reduce -0.0% 181,064 $13.7M
Fort Point Capital Partners LLC 1.53% Reduce -7.9% 180,802 $13.7M
Marquette Associates, Inc. 11.23% Add +2.1% 179,041 $13.5M
Cibc World Markets Corp. 0.08% Add +1.9% 178,007 $13.5M
Anb Bank 5.87% — 176,975 $13.4M
Venturi Wealth Management, LLC 0.66% Add +1.9% 176,969 $13.4M
Sanctuary Advisors, LLC 0.08% Reduce -7.1% 166,581 $13.3M
MCF Advisors LLC 0.93% Add +0.8% 175,129 $13.2M
Oxford Financial Group, LTD. LLC 0.85% Add +2.1% 173,338 $13.1M
Hills Bank & Trust Co 0.98% Reduce -0.2% 172,057 $13.0M
Idaho Trust Co 6.48% Add +7.9% 169,998 $12.9M
Whittier Trust Co. 0.17% Add +13.4% 168,991 $12.8M
GLOBALT Investments LLC / GA 0.49% Reduce -3.7% 168,888 $12.8M
Heritage Wealth Advisors 0.63% Reduce -1.3% 168,502 $12.7M
Bartlett & Co. Wealth Management LLC 0.18% Add +4.5% 164,671 $12.5M
Parkside Financial Bank & Trust 1.65% Add +28.9% 164,544 $12.4M
Stephens Inc. 0.17% Reduce -44.4% 163,524 $12.4M
Itau Unibanco Holding S.A. 0.38% New 163,200 $12.3M
iA Global Asset Management Inc. 0.22% Reduce -52.8% 162,385 $12.3M
Yousif Capital Management, LLC 0.13% Add +8.8% 160,463 $12.1M
UMB Bank, n.a. 0.19% Reduce -6.3% 160,316 $12.1M
Quent Capital, LLC 1.25% Add +5.0% 159,768 $12.1M
Silvercrest Asset Management Group LLC 0.08% Reduce -6.3% 158,730 $12.0M
Oppenheimer & Co. Inc. 0.18% Reduce -6.0% 157,398 $11.9M
Calamos Wealth Management LLC 0.60% Add +4.3% 156,091 $11.8M
Strategies Wealth Advisors, LLC 1.47% Add +4.2% 147,054 $11.8M
Freestone Capital Holdings, LLC 0.40% Add +8.7% 154,494 $11.7M
Hilltop National Bank 3.50% Add +17.5% 154,042 $11.6M
Neuberger Berman Group LLC 0.01% Add +59.1% 152,634 $11.5M
Darwin Wealth Management, LLC 3.87% Reduce -6.7% 152,233 $11.5M
Fifth Third Wealth Advisors LLC 0.62% Add +27.9% 151,281 $11.4M
Shulman DeMeo Asset Management LLC 3.07% Reduce -1.5% 150,638 $11.4M
Geneos Wealth Management Inc. 0.40% Add +5.9% 150,168 $11.4M
Private Advisor Group, LLC 0.06% Reduce -3.1% 150,105 $11.3M
Bluespring Wealth Management, LLC 1.16% Reduce -8.7% 149,203 $11.3M
Perigon Wealth Management, LLC 0.28% Reduce -4.7% 147,408 $11.3M
Whittier Trust Co. of Nevada Inc. 0.28% Reduce -0.1% 148,770 $11.2M
Foster & Motley Inc. 0.73% Add +1.4% 148,412 $11.2M
Spire Wealth Management 0.35% Reduce -0.2% 147,300 $11.1M
LWM Advisors Inc. 11.00% — 144,889 $11.0M
Martin & Co. Inc. 2.68% Reduce -3.1% 142,787 $10.8M
Vanguard Group Inc. 0.00% Add +2.7% 142,735 $10.8M
Brickley Wealth Management 2.18% No change 141,999 $10.7M
Waters Parkerson & Co., LLC 0.56% Add +0.2% 141,796 $10.7M
Corundum Group, Inc. 3.99% Add +9.1% 141,410 $10.7M
SVB Wealth LLC 0.20% New 141,344 $10.7M
TCTC Holdings, LLC 0.38% Reduce -0.3% 139,084 $10.5M
Crestwood Advisors Group, LLC 0.20% Reduce -5.8% 137,937 $10.4M
Heritage Family Offices, LLP 5.17% Add +22.1% 137,025 $10.4M
First Financial Bank - Trust Division 0.96% Add +18.2% 136,265 $10.3M
Noble Family Wealth, LLC 2.83% Reduce -0.7% 136,081 $10.3M
Caprock Group, LLC 0.33% Add +6.7% 134,571 $10.2M
Sterling Group Wealth Management, LLC 5.27% Add +2.9% 134,261 $10.2M
LGL Partners, LLC 1.47% Reduce -0.9% 133,679 $10.1M
Harvest Investment Advisors, LLC 6.98% Add +1.3% 133,567 $10.1M
Amarillo National Bank 1.85% Add +5.1% 132,966 $10.1M
Manufacturers Life Insurance Company, The 0.01% Reduce -18.3% 132,725 $10.0M
One Capital Management, LLC 0.33% Reduce -11.2% 131,669 $10.0M
Diversified Trust Co. 0.24% Reduce -0.3% 131,505 $9.9M
Integrity Alliance, Llc. 1.08% — 131,341 $9.9M
WealthBridge Investment Counsel Inc. 3.63% Reduce -0.4% 130,975 $9.9M
&partners 0.12% Add +82.5% 129,539 $9.9M
Checchi Capital Advisers, LLC 0.73% Add +1.8% 130,096 $9.8M
Alberta Investment Management Corp 0.07% No change 130,000 $9.8M
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 2.42% Add +0.7% 128,750 $9.7M
J.W. Cole Advisors, Inc. 0.39% Add +0.2% 127,763 $9.7M
Cambridge Associates LLC /Ma/ 0.31% No change 127,639 $9.7M
Simmons Bank 0.70% Reduce -1.7% 127,044 $9.6M
Allworth Financial LP 0.05% Reduce -10.9% 122,497 $9.6M
Wesbanco Bank Inc. 0.32% Add +2.5% 125,044 $9.5M
Atlas Legacy Advisors, LLC 2.29% — 124,942 $9.4M
Chesley Taft & Associates LLC 0.44% Reduce -0.5% 124,841 $9.4M
Mycio Wealth Partners, LLC 2.26% Add +3.1% 124,754 $9.4M
Antonelli Financial Advisors, LLC 7.91% — 123,725 $9.4M
Heritage Investors Management Corp. 0.30% Reduce -2.2% 121,591 $9.2M
United Community Bank 3.55% Reduce -0.1% 120,756 $9.1M
Federated Hermes, Inc. 0.02% Reduce -9.1% 120,000 $9.1M
D L Carlson Investment Group Inc. 1.61% Add +1.0% 119,623 $9.0M
Precedent Wealth Partners, LLC 2.94% Reduce -6.6% 119,071 $9.0M
Belmont Capital, LLC 1.46% No change 119,023 $9.0M
Mechanics Financial Corp 4.00% Reduce -0.6% 117,747 $8.9M
West Coast Financial LLC 0.98% Add +2.2% 117,369 $8.9M
Aries Wealth Management 2.44% Reduce -0.9% 117,363 $8.9M
Fulton Bank, N.A. 0.34% Add +19.3% 117,309 $8.9M
Monterey Private Wealth, Inc. 2.92% Add +0.3% 117,261 $8.9M
WASHINGTON TRUST Co 0.32% Reduce -1.3% 116,783 $8.8M
Pure Financial Advisors, LLC 0.20% Add +0.1% 116,103 $8.8M
American Alpha Advisors, LLC 7.97% New 115,869 $8.8M
Canton Hathaway, LLC 2.18% No change 115,649 $8.7M
Financial Enhancement Group LLC 1.34% Reduce -0.5% 116,700 $8.7M
Mill Creek Capital Advisors, LLC 0.21% Add +1.1% 114,856 $8.7M
Laird Norton Wetherby Trust Company, LLC 1.19% Reduce -8.3% 114,828 $8.7M
Lindbrook Capital, LLC 0.77% Reduce 0.0% 112,520 $8.5M
Dynamic Wealth Strategies, LLC 7.56% Add +2.5% 112,383 $8.5M
NewEdge Advisors, LLC 0.05% Reduce -18.5% 112,341 $8.5M
Tolleson Wealth Management, Inc. 1.73% Add +12.0% 111,344 $8.4M
Arvest Investments, Inc. 1.33% Reduce -7.5% 110,374 $8.3M
Metropolitan Life Insurance Co 3.29% No change 109,892 $8.3M
Clearbridge Investments, LLC 0.01% New 109,576 $8.3M
St. Louis Trust Co 1.18% Add +0.2% 109,405 $8.3M
Aua Capital Management, LLC 5.29% Reduce -3.7% 109,086 $8.2M
Ironwood Investment Management LLC 4.06% Reduce -0.1% 107,975 $8.2M
Summit Wealth & Retirement Planning, Inc. 2.52% Reduce -1.0% 107,655 $8.1M
Corepath Wealth Partners LLC 7.89% Add +3.5% 107,821 $8.1M
Gray Private Wealth, LLC 4.81% Reduce -1.6% 106,845 $8.1M
Hoge Financial Services, LLC 5.91% Add +1.1% 106,815 $8.1M
SteelPeak Wealth, LLC 0.33% Reduce -24.4% 106,370 $8.0M
Dimension Capital Management LLC 1.31% Reduce -0.1% 106,216 $8.0M
Horizon Bancorp Inc. 3.77% Reduce -0.6% 105,723 $8.0M
Fluent Financial, LLC 3.51% Add +2.6% 104,986 $7.9M
Burke & Herbert Bank & Trust Co. 1.88% Add +1.9% 104,947 $7.9M
Nepc LLC 0.21% No change 104,912 $7.9M
Select Asset Management & Trust 3.07% Reduce -18.8% 104,799 $7.9M
Oldfather Financial Services, LLC 3.01% Add +0.9% 104,353 $7.9M
Nixon Peabody Trust Co. 0.65% Reduce -0.3% 104,302 $7.9M
Coldstream Capital Management Inc. 0.17% Add +1.5% 102,870 $7.8M
QRG Capital Management, Inc. 0.08% Add +20.6% 102,510 $7.8M
Credit Agricole S A 0.03% Reduce -1.8% 100,247 $7.6M
Provenance Wealth Advisors, LLC 0.97% Add +165.6% 99,793 $7.5M
BOK Financial Private Wealth, Inc. 0.54% Reduce -0.1% 98,664 $7.5M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.21% Reduce -3.8% 98,659 $7.5M
Fund Evaluation Group, LLC 0.35% Reduce -0.1% 98,613 $7.5M
Financial Advisors Network, Inc. 1.23% — 98,111 $7.4M
Fullerton Fund Management Co Ltd. 0.26% No change 97,597 $7.4M
Okabena Investment Services Inc. 2.04% Reduce -6.0% 97,099 $7.3M
Whitegate Investment Counselors, Inc. 2.52% Reduce 0.0% 97,093 $7.3M
First Citizens Bank & Trust Co. 0.13% Add +86.4% 96,906 $7.3M
Blankinship & Foster, LLC 1.80% Reduce -3.0% 96,707 $7.3M
First Citizens Financial Corp 3.95% Reduce -8.4% 96,176 $7.3M
Sage Financial Management Group, Inc. 2.69% Reduce -0.3% 95,956 $7.3M
Independence Bank of Kentucky 1.12% Add +22.5% 95,898 $7.3M
National Bank of Canada 0.01% Reduce -87.0% 95,859 $7.2M
Parisi Gray Wealth Management 2.30% Reduce -1.1% 95,503 $7.2M
4Thought Financial Group Inc. 4.47% Add +11.8% 95,306 $7.2M
Compound Planning, Inc. 0.36% Add +31.8% 95,053 $7.2M
Bleakley Financial Group, LLC 0.22% Add +3.3% 94,721 $7.2M
Capital Advantage, Inc. 1.29% Add +59.2% 93,696 $7.1M
LBJ Family Wealth Advisors, Ltd. 4.20% Add +0.5% 93,184 $7.0M
Resolute Advisors LLC 1.42% Add +0.3% 93,103 $7.0M
Venture Visionary Partners LLC 0.30% Reduce -0.3% 93,080 $7.0M
Hilltop Holdings Inc. 0.44% Add +9.0% 93,032 $7.0M
2UniFi Bank 4.68% — 92,957 $7.0M
Wooster Corthell Wealth Management, Inc. 1.53% Reduce -2.6% 92,947 $7.0M
First National Trust Co 0.26% Add +0.7% 92,854 $7.0M
Forvis Mazars Wealth Advisors, LLC 0.16% Reduce -6.3% 92,828 $7.0M
Edge Capital Group, LLC 0.31% Add +16.1% 92,113 $7.0M
Avidian Wealth Enterprises, LLC 0.31% Reduce -1.5% 91,096 $6.9M
Ironwood Financial, llc 1.44% Reduce -3.5% 90,982 $6.9M
Belpointe Asset Management LLC 0.41% Reduce -5.7% 82,255 $6.8M
Pitti Group Wealth Management, LLC 6.91% Add +3.4% 90,185 $6.8M
Powell Investment Advisors, LLC 3.15% Reduce -0.2% 89,991 $6.8M
Pine Valley Investments Ltd Liability Co 0.45% Reduce -2.6% 89,950 $6.8M
McKinley Carter Wealth Services, Inc. 0.41% Add +28.6% 88,788 $6.7M
Schneider Downs Wealth Management Advisors, LP 1.26% Add +1.4% 88,619 $6.7M
Rwa Wealth Partners, LLC 0.08% Reduce -1.0% 88,307 $6.7M
Madden Advisory Services, Inc. 3.10% Reduce -0.4% 88,214 $6.7M
Concurrent Investment Advisors, LLC 0.18% Reduce -58.7% 87,836 $6.6M
Wealthcare Advisory Partners LLC 0.18% Add +6.4% 87,481 $6.6M
Foundation Wealth Management, LLC\PA 3.10% — 84,653 $6.4M
United Capital Financial Advisors, LLC 0.05% Add +6.0% 84,498 $6.4M
Titleist Asset Management, LLC 0.74% Add +14.2% 84,474 $6.4M
ERn Financial, LLC 0.96% Add +8.7% 84,251 $6.4M
Sandy Spring Bank 0.26% Add +13.2% 84,110 $6.4M
Chicago Partners Investment Group LLC 0.21% Reduce -0.8% 83,065 $6.3M
Park Avenue Securities LLC 0.06% Reduce -60.4% 82,691 $6.3M
Grove Bank & Trust 0.87% Add +6.3% 82,670 $6.3M
Summit Asset Management, LLC 1.10% Add +491.8% 82,568 $6.2M
Chevy Chase Trust Holdings, LLC 0.02% Add +2.6% 82,449 $6.2M
Argent Trust Co 0.25% Reduce -10.2% 81,536 $6.2M
Pathway Financial Advisors LLC 1.42% Add +6.9% 81,448 $6.2M
First Western Trust Bank 0.28% Add +0.7% 80,983 $6.1M
Pinnacle Wealth Planning Services, Inc. 0.91% Add +60.5% 80,419 $6.1M
IHT Wealth Management, LLC 0.20% Reduce -39.2% 80,113 $6.1M
Rhumbline Advisers 0.01% Add +25.3% 80,064 $6.1M
Parallax Volatility Advisers, L.P. 0.15% New 80,002 $6.0M
Invesco Ltd. 0.00% Add +1136.1% 79,583 $6.0M
Bristlecone Advisors, LLC 0.47% Reduce -3.0% 79,456 $6.0M
Tarbox Family Office, Inc. 0.99% Reduce -0.1% 79,196 $6.0M
Snowden Capital Advisors LLC 0.19% Add +7.1% 78,776 $6.0M
Glen Eagle Advisors, LLC 0.98% Add +5.8% 78,336 $5.9M
Lido Advisors, LLC 0.04% Add +1.1% 77,776 $5.9M
Bolthouse Investments, LLC 5.43% — 77,713 $5.9M
IMA Advisory Services, Inc. 0.71% New 77,601 $5.9M
Coastline Trust Co 0.68% Reduce -3.8% 77,327 $5.8M
Castleark Management LLC 0.20% No change 76,840 $5.8M
Caerus Investment Advisors, LLC 5.43% Reduce -0.3% 76,481 $5.8M
NBT Bank, N.A. 0.40% Reduce -0.3% 76,290 $5.8M
Great Valley Advisor Group, Inc. 0.13% Add +0.4% 76,228 $5.8M
LCM Capital Management Inc 3.25% Reduce -3.0% 76,145 $5.8M
Arbor Trust Wealth Advisors, LLC 2.69% Add +6.5% 75,998 $5.7M
Little House Capital LLC 1.64% Reduce -0.4% 75,929 $5.7M
Sincerus Advisory, LLC 6.16% — 75,906 $5.7M
Birch Hill Investment Advisors LLC 0.27% Add +0.1% 75,889 $5.7M
Cardiff Park Advisors, LLC 0.55% Add +0.4% 75,881 $5.7M
Baron Financial Group, LLC 3.54% Add +3.7% 75,556 $5.7M
Chesapeake Wealth Management 1.96% Add +0.3% 75,490 $5.7M
First Financial Bankshares Inc 0.12% Reduce -1.8% 75,362 $5.7M
Murphy, Middleton, Hinkle & Parker, Inc. 3.21% Add +0.5% 75,240 $5.7M
Aaron Wealth Advisors LLC 0.66% Add +0.2% 74,954 $5.7M
TAP Consulting, LLC 1.14% Add +8.8% 73,958 $5.6M
Harbor Investment Advisory, LLC 0.52% Add +0.0% 73,925 $5.6M
Bessemer Group Inc. 0.01% Reduce -4.6% 73,857 $5.6M
Family Firm, Inc. 1.24% Add +2.9% 172,428 $5.6M
Paragon Capital Management Ltd 1.12% Add +7.8% 73,458 $5.6M
Boston Financial Mangement LLC 0.17% Reduce -1.6% 73,323 $5.5M
Sei Investments Co. 0.01% Add +0.9% 72,733 $5.5M
Amara Financial, Llc. 5.07% Add +1.3% 72,656 $5.5M
Flagstar Securities, Inc. 1.36% Reduce -1.6% 72,444 $5.5M
Cadence Bank 0.37% Reduce -1.4% 72,410 $5.5M
Summit Securities Group LLC 2.03% New 72,000 $5.4M
Delta Financial Advisors LLC 2.02% Add +0.0% 71,928 $5.4M
Crewe Advisors LLC 0.75% Reduce -0.8% 71,911 $5.4M
Allen Mooney & Barnes Investment Advisors LLC 0.92% Add +4.6% 71,862 $5.4M
Peapack Gladstone Financial Corp. 0.08% Add +0.1% 71,710 $5.4M
Panagora Asset Management Inc. 0.02% Reduce -29.6% 71,115 $5.4M
Lodestar Private Asset Management LLC 0.67% Add +5.4% 70,484 $5.3M
Sepio Capital, LP 0.43% Reduce -1.1% 70,483 $5.3M
City Holding Co. 0.75% Add +17.2% 70,369 $5.3M
Arcataur Capital Management LLC 1.79% Reduce -0.2% 70,327 $5.3M
Ramsay, Stattman, Vela & Price, Inc. 0.99% Reduce -4.4% 70,293 $5.3M
BSW Wealth Partners 0.78% Reduce -4.5% 69,869 $5.3M
Johnson Financial Group, Inc. 0.25% Reduce -2.3% 65,667 $5.2M
Scotia Capital Inc. 0.03% Add +41.1% 68,611 $5.2M
Essential Planning, LLC. 0.03% New 65,260 $5.2M
NewSquare Capital LLC 0.41% Reduce -1.9% 67,995 $5.1M
Robertson Stephens Wealth Management, LLC 0.18% Reduce -4.0% 67,525 $5.1M
AQR Capital Management 0.01% Add +92.9% 67,488 $5.1M
Bray Capital Advisors 1.38% Reduce -1.2% 67,469 $5.1M
Connors Investor Services Inc. 0.48% Reduce -0.6% 67,466 $5.1M
Nicolet Bankshares Inc. 0.99% Add +0.0% 67,040 $5.1M
Atlantic Union Bankshares Corp 0.29% Reduce -11.8% 66,864 $5.1M
Ashton Thomas Private Wealth, LLC 0.20% Add +3.2% 66,772 $5.0M
Kestra Investment Management, LLC 0.20% New 66,204 $5.0M
Kestra Private Wealth Services, LLC 0.09% Reduce -0.0% 66,120 $5.0M
Prism Advisors, Inc. 1.50% Reduce -17.7% 66,041 $5.0M
Full Sail Capital, LLC 0.32% Add +2.9% 65,971 $5.0M
Mondrian Investment Partners LTD 0.08% Reduce -72.5% 62,911 $5.0M
Brio Consultants, LLC 0.77% Add +7.7% 65,438 $4.9M
BLKBRD Asset Management, LP 23.03% — 65,368 $4.9M
Callan Family Office, LLC 0.31% Reduce -18.1% 65,186 $4.9M
Prospera Financial Services Inc 0.11% Add +2.2% 65,148 $4.9M
Alamar Capital Management, LLC 2.69% Add +4.5% 65,139 $4.9M
Apollon Wealth Management, LLC 0.11% Reduce -74.6% 64,666 $4.9M
FFT Wealth Management LLC 0.37% Reduce -6.4% 64,592 $4.9M
Connecticut Wealth Management, LLC 0.24% Reduce -3.9% 64,505 $4.9M
Phillips Financial Management, LLC 0.38% Reduce -12.7% 63,554 $4.8M
Webster Bank, N. A. 0.52% Reduce -0.8% 63,523 $4.8M
RMR Wealth Builders 0.49% Add +2.3% 63,312 $4.8M
Fi3 FINANCIAL ADVISORS, LLC 1.79% Reduce -2.7% 63,121 $4.8M
Moller Wealth Partners 1.25% No change 63,037 $4.8M
Integrated Advisors Network LLC 0.23% Reduce -1.1% 62,870 $4.8M
Angeles Investment Advisors, LLC 0.23% Reduce -16.6% 62,785 $4.7M
Richard W. Paul & Associates, LLC 1.73% Add +1.4% 62,756 $4.7M
Toronto Dominion Bank 0.01% Reduce -97.2% 62,443 $4.7M
ABLE Financial Group, LLC 1.38% Reduce -70.5% 61,593 $4.7M
Summit Financial Strategies, Inc. 0.51% Reduce -0.6% 61,413 $4.6M
Maven Securities LTD 0.75% New 61,269 $4.6M
Sun Life Financial Inc. 0.26% Add +9.5% 61,102 $4.6M
Flower City Capital 2.79% Reduce -3.9% 60,402 $4.6M
Citizens Business Bank 1.09% Reduce -33.8% 60,258 $4.6M
Advisory Services Network, LLC 0.08% Add +11.2% 60,160 $4.5M
Mission Wealth Management, LP 0.11% Reduce -0.2% 59,303 $4.5M
BluePointe Capital Management, LLC 2.56% Add +15.6% 59,158 $4.5M
World Investment Advisors 0.12% Add +350.7% 59,157 $4.5M
Pinnacle Bancorp, Inc. 1.45% Reduce -0.1% 58,925 $4.5M
Cwm, LLC 0.02% Add +26.8% 58,196 $4.4M
Choate Investment Advisors 0.11% Add +12.4% 57,968 $4.4M
New England Private Wealth Advisors LLC 0.69% Add +0.7% 57,550 $4.4M
Omega Advisors (Leon Cooperman) 0.16% New 57,453 $4.3M
Harbour Trust & Investment Management Co 0.49% Add +1.3% 56,459 $4.3M
Carolinas Wealth Consulting LLC 0.83% Reduce -2.6% 56,162 $4.2M
Cim Investment Management Inc. 1.24% Add +0.5% 56,069 $4.2M
Federation des caisses Desjardins du Quebec 0.02% Reduce -66.1% 55,958 $4.2M
Wolverine Trading, LLC 0.09% Reduce -81.3% 55,360 $4.2M
Azimuth Capital Investment Management LLC 0.16% Add +10.6% 55,349 $4.2M
First Foundation Advisors 0.16% Reduce -3.9% 55,295 $4.2M
Old National Bancorp 0.10% Reduce -7.2% 55,255 $4.2M
Midwest Professional Planners, LTD. 1.25% Add +4.6% 55,208 $4.2M
Providence First Trust Co 1.57% Reduce -2.5% 55,187 $4.2M
RFG Advisory, LLC 0.12% Reduce -10.7% 55,036 $4.2M
Aspiriant, LLC 0.15% Add +15.4% 54,843 $4.1M
Vestmark Advisory Solutions, Inc. 0.14% New 54,515 $4.1M
Laird Norton Wetherby Wealth Management, LLC 0.20% Add +3.8% 54,455 $4.1M
Santori & Peters, Inc. 1.57% Add +2.6% 54,350 $4.1M
Northeast Financial Consultants Inc 0.17% Add +197.4% 54,328 $4.1M
Aptus Capital Advisors, LLC 0.05% Add +62.1% 54,268 $4.1M
Csenge Advisory Group 0.22% Add +6.1% 54,237 $4.1M
Evermay Wealth Management LLC 0.62% Reduce -8.2% 53,804 $4.1M
Crescent Grove Advisors, LLC 0.40% No change 53,738 $4.1M
Cornerstone Advisors Asset Management, LLC 0.87% Add +0.0% 53,549 $4.0M
Veltria Advisors Corp. 1.68% Add +1.2% 53,470 $4.0M
Highview Capital Management LLC 1.55% New 53,371 $4.0M
Thrive Wealth Management, LLC 0.72% Add +49.5% 53,266 $4.0M
Smith & Howard Wealth Management, LLC 1.14% Add +0.1% 53,127 $4.0M
Atlantic Edge Private Wealth Management, LLC 1.24% Add +2.3% 53,093 $4.0M
Causeway Capital Management LLC 0.09% Reduce -95.9% 53,024 $4.0M
Signify Wealth 4.49% Add +12.3% 52,621 $4.0M
Texas Bank & Trust Co 1.63% — 52,234 $3.9M
Agf Management Ltd. 0.02% Add +1.6% 52,026 $3.9M
EWG Elevate Inc. 1.19% Add +0.5% 51,773 $3.9M
Banco Bilbao Vizcaya Argentaria, S.A. 0.04% Reduce -48.6% 51,616 $3.9M
Shorepoint Capital Partners LLC 0.89% Add +0.3% 51,439 $3.9M
Fragasso Financial Advisors Inc 0.30% Add +2.6% 51,379 $3.9M
Centricity Wealth Management, LLC 3.62% — 51,264 $3.9M
Trek Financial, LLC 0.29% Reduce -2.5% 51,125 $3.9M
B. Riley Wealth Advisors, Inc. 0.13% Reduce -20.5% 50,995 $3.9M
Alesco Advisors, LLC, An ESL Co 0.12% No change 50,859 $3.8M
Grey Fox Wealth Advisors, LLC 1.05% Add +9.4% 50,741 $3.8M
McAdam, LLC 0.21% Add +1.5% 50,634 $3.8M
OneDigital Investment Advisors LLC 0.04% Reduce -1.8% 50,523 $3.8M
Bradley Foster & Sargent Inc. 0.06% Reduce -2.1% 50,336 $3.8M
CreativeOne Wealth, LLC 0.12% Add +8.4% 50,000 $3.8M
Gemmer Asset Management LLC 0.37% Add +0.5% 49,792 $3.8M
Alpha Cubed Investments, LLC 0.17% New 49,394 $3.7M
CFS Investment Advisory Services, LLC 0.33% Add +61.1% 49,167 $3.7M
Gould Asset Management LLC 0.78% Add +8.6% 49,000 $3.7M
Central Pacific Bank - Trust Division 0.51% Reduce -0.2% 48,991 $3.7M
Investment Partners, LTD. 1.52% Reduce -0.9% 48,955 $3.7M
All Terrain Financial Advisors, LLC 1.44% Reduce -22.7% 48,878 $3.7M
Glass Jacobson Investment Advisors llc 1.21% Reduce -0.6% 48,591 $3.7M
Mullaney, Keating & Wright, Inc. 2.48% Reduce -4.6% 48,510 $3.7M
St. Clair Advisors, LLC 1.05% New 48,312 $3.7M
JFS Wealth Advisors, LLC 0.25% Reduce -1.3% 48,284 $3.7M
Efficient Advisors, LLC 0.23% Add +1.3% 48,101 $3.6M
Solstein Capital, LLC 2.03% No change 48,003 $3.6M
Gryphon Financial Partners LLC 0.52% Reduce -4.6% 47,927 $3.6M
Sigma Investment Counselors Inc. 0.21% Reduce -0.4% 47,803 $3.6M
PFW Advisors LLC 1.11% — 47,761 $3.6M
Commonwealth Financial Services, LLC 0.71% Reduce -5.4% 47,667 $3.6M
Wealth Alliance, LLC 0.43% New 47,525 $3.6M
Capital Advisors, Ltd. LLC 0.45% Reduce -2.2% 47,198 $3.6M
Flagship Wealth Advisors, LLC 2.10% — 47,203 $3.6M
Dorsey & Whitney Trust CO LLC 0.20% Reduce -6.6% 47,042 $3.6M
SlateStone Wealth, LLC 0.35% Reduce -4.7% 47,017 $3.6M
Sage Mountain Advisors LLC 0.26% Add +17.9% 46,835 $3.5M
XML Financial, LLC 0.32% Add +12.0% 46,766 $3.5M
Dumont & Blake Investment Advisors LLC 0.93% Reduce -0.1% 45,927 $3.5M
Acropolis Investment Management, LLC 0.20% Add +1.1% 45,760 $3.5M
AdvisorNet Financial, Inc 0.29% Add +39.9% 45,700 $3.5M
Integrated Wealth Concepts LLC 0.04% Add +2.2% 45,446 $3.4M
Waddell & Associates, LLC 0.35% Add +2.8% 44,917 $3.4M
Meridian Wealth Management, LLC 0.16% Add +9.4% 44,725 $3.4M
SG Americas Securities, LLC 0.01% Add +0.4% 44,696 $3.4M
Farmers & Merchants Investments Inc. 0.11% Reduce -1.1% 44,685 $3.4M
Mosaic Family Wealth Partners, LLC 0.48% Reduce -0.1% 44,420 $3.4M
Leverty Financial Group, LLC 1.71% Reduce -4.9% 44,394 $3.4M
Maryland State Retirement & Pension System 0.07% Add +35.8% 44,266 $3.3M
Larson Financial Group LLC 0.17% Reduce -4.5% 43,882 $3.3M
Lane & Associates LLC 1.71% Add +3.7% 41,768 $3.3M
DAVENPORT & Co LLC 0.02% Add +19.4% 43,715 $3.3M
Asset Management Group, Inc. 0.58% Reduce -2.8% 43,392 $3.3M
1832 Asset Management L.P. 0.01% Reduce -27.1% 43,299 $3.3M
Sterling Investment Advisors LLC 1.91% Add +1.1% 43,215 $3.3M
NTV Asset Management LLC 0.43% Reduce -1.8% 43,101 $3.3M
Nvwm, LLC 0.81% Reduce -8.7% 42,715 $3.2M
Founders Grove Wealth Partners, LLC 0.93% — 42,611 $3.2M
Aveo Capital Partners, LLC 0.35% Reduce -7.4% 42,590 $3.2M
Western Wealth Management, LLC 0.17% Add +16.3% 42,459 $3.2M
McLean Asset Management Corp 0.96% Reduce -2.5% 42,178 $3.2M
First Interstate Bank 0.19% Add +11.6% 42,155 $3.2M
Olympus Wealth Management, LLC 1.16% Reduce -2.3% 42,018 $3.2M
Macroview Investment Management LLC 3.22% Reduce -0.0% 41,868 $3.2M
TD Waterhouse Canada Inc. 0.03% Reduce -3.9% 41,839 $3.2M
Elevation Point Wealth Partners, LLC 0.25% Add +5.6% 41,621 $3.1M
Sowell Financial Services LLC 0.16% Add +22.3% 41,472 $3.1M
Wealth Advisory Solutions, LLC 0.87% Add +0.5% 41,274 $3.1M
Sheets Smith Wealth Management 0.38% No change 41,200 $3.1M
JMG Financial Group, Ltd. 0.11% Reduce -11.8% 41,116 $3.1M
Beutel, Goodman & Co Ltd. 0.02% No change 41,086 $3.1M
Hengehold Capital Management LLC 0.29% Reduce -2.9% 40,811 $3.1M
Nuveen Asset Management, LLC 0.00% Add +47.7% 40,612 $3.1M
1834 Investment Advisors Co. 0.39% Reduce -10.9% 40,565 $3.1M
Catalyst Financial Partners LLC 0.57% Reduce -3.6% 40,381 $3.1M
Bridgewater Advisors Inc. 0.32% Reduce -1.1% 40,635 $3.1M
Staley Capital Advisers Inc. 0.13% No change 40,000 $3.0M
Global Retirement Partners, LLC 0.09% Add +4.3% 39,852 $3.0M
Daymark Wealth Partners, LLC 0.13% Add +0.8% 39,741 $3.0M
Focus Partners Advisor Solutions, LLC 0.05% Add +15.3% 39,352 $3.0M
Paloma Partners Management Co 0.28% Add +357.4% 39,338 $3.0M
LTG Capital LLC 2.47% Reduce -0.9% 38,930 $2.9M
Farmers Trust Co. 0.55% Add +7.9% 38,740 $2.9M
Laurel Wealth Advisors LLC 0.46% Add +7.0% 38,572 $2.9M
Retirement Planning Group, LLC 0.15% Reduce -45.5% 38,502 $2.9M
Financial Life Planners 2.42% — 38,258 $2.9M
Independent Advisor Alliance 0.04% New 38,229 $2.9M
Pettyjohn, Wood & White, Inc. 0.53% No change 38,079 $2.9M
Cape Cod Five Cents Savings Bank 0.25% No change 34,240 $2.9M
IMC-Chicago, LLC 0.08% Add +202.3% 37,852 $2.9M
Salus Financial Advisors, LLC 2.23% — 37,609 $2.8M
Palisade Asset Management, LLC 0.29% Reduce -0.7% 37,527 $2.8M
Endowment Wealth Management, Inc. 1.90% Reduce -23.0% 37,388 $2.8M
Defined Wealth Management, LLC 1.87% Reduce -0.5% 37,301 $2.8M
American Financial Advisors, LLC 0.40% Reduce -1.0% 37,163 $2.8M
Rehmann Capital Advisory Group 0.18% Add +1.1% 37,157 $2.8M
Nwam LLC 0.17% Reduce -2.0% 37,128 $2.8M
First National Bank of Omaha 0.18% Add +25.4% 37,044 $2.8M
Sachem Hill LLC 0.58% Reduce -0.3% 36,827 $2.8M
Arcadia Investment Management Corp. 0.45% Reduce -0.5% 36,819 $2.8M
Breakthru Advisory Services, LLC 2.51% — 36,718 $2.8M
Pinnacle Associates Ltd. 0.04% Reduce -25.6% 36,690 $2.8M
Pettinga Financial Advisors LLC 0.62% Reduce -1.5% 36,493 $2.8M
Ashford Advisors, LLC 0.64% Reduce -0.2% 36,472 $2.8M
Graves Light Lenhart Wealth, Inc. 0.34% Reduce -0.9% 36,447 $2.8M
Citadel Advisors 0.00% Reduce -23.6% 36,121 $2.7M
Dohj, LLC 0.63% Add +19.6% 36,083 $2.7M
Curbstone Financial Management Corp 0.58% Reduce -0.3% 36,043 $2.7M
DHK Financial Advisors, Inc. 1.64% Reduce -3.2% 35,776 $2.7M
Morton Brown Family Wealth, LLC 0.94% Reduce -5.5% 35,703 $2.7M
FAS Wealth Partners, Inc. 0.23% Reduce -0.3% 35,558 $2.7M
Ironwood Wealth Management, LLC. 0.83% Add +4.8% 35,325 $2.7M
Evanson Asset Management, LLC 0.18% Reduce -2.1% 35,234 $2.7M
Jmac Enterprises LLC 0.41% Reduce -0.5% 34,950 $2.6M
Legacy Trust 0.61% Add +17.7% 34,928 $2.6M
Neumann Capital Management, LLC 0.88% Add +0.6% 34,893 $2.6M
Texas Capital Bank Wealth Management Services Inc 0.27% Reduce -0.4% 34,819 $2.6M
Aspen Grove Capital, LLC 0.56% Add +262.1% 34,776 $2.6M
Fidelis Capital Partners, LLC 0.26% Add +5.3% 33,556 $2.6M
Tobias Financial Advisors, Inc. 0.53% Reduce -2.5% 34,710 $2.6M
U.S. Capital Wealth Advisors, LLC 0.08% Add +55.3% 34,695 $2.6M
HBK Sorce Advisory LLC 0.08% Add +0.7% 34,620 $2.6M
Gotham Asset Management 0.02% Add +23.2% 34,273 $2.6M
Klingman & Associates, LLC 0.16% Reduce -0.3% 34,168 $2.6M
Roble, Belko & Company, Inc 0.41% No change 34,133 $2.6M
Cliftonlarsonallen Wealth Advisors, LLC 0.05% Add +11.7% 34,096 $2.6M
Sterling Capital Management LLC 0.04% Reduce -54.3% 34,076 $2.6M
Rovin Capital /Ut/ 0.92% Reduce -12.8% 33,940 $2.6M
Probity Advisors, Inc. 0.49% No change 33,775 $2.6M
Asset Planning Corporation 1.59% Add +0.6% 33,619 $2.5M
Penobscot Investment Management Company, Inc. 0.23% Reduce -5.4% 33,573 $2.5M
Richwood Investment Advisors, LLC 2.11% Add +6.2% 33,439 $2.5M
Connor, Clark & Lunn Investment Management Ltd. 0.01% No change 33,278 $2.5M
J. Safra Sarasin Holding AG 0.04% No change 33,250 $2.5M
Wolf Group Capital Advisors 1.22% No change 34,660 $2.5M
Etesian Wealth Advisors, Inc. 1.11% Add +5.0% 33,231 $2.5M
STRS Ohio 0.01% Add +61.9% 33,230 $2.5M
Canandaigua National Trust Co of Florida 1.95% Add +16.0% 33,103 $2.5M
Arete Wealth Advisors, LLC 0.18% Add +2.6% 33,008 $2.5M
First Nebraska Trust Co 0.24% Reduce -2.1% 32,831 $2.5M
Cubist Systematic Strategies, LLC 0.04% New 32,717 $2.5M
Boltwood Capital Management 0.75% Add +0.5% 32,504 $2.5M
Orgel Wealth Management, LLC 0.06% No change 32,473 $2.5M
Acadian Asset Management LLC 0.01% Reduce -55.4% 32,475 $2.5M
Sageworth Trust Co 0.15% Reduce -1.4% 32,374 $2.4M
Manchester Capital Management LLC 0.28% No change 32,365 $2.4M
Acas, LLC 1.81% Reduce -0.8% 30,562 $2.4M
First Heartland Consultants, Inc. 0.25% Reduce -28.3% 32,366 $2.4M
Copia Wealth Management 2.32% — 32,215 $2.4M
Appleton Partners Inc. 0.18% Add +3.8% 32,191 $2.4M
Visionary Wealth Advisors 0.14% Add +11.8% 32,131 $2.4M
CMG Global Holdings, LLC 1.34% Add +1197.2% 31,030 $2.4M
South Plains Financial, Inc. 1.85% — 32,022 $2.4M
Avior Wealth Management, LLC 0.09% Reduce -8.7% 32,015 $2.4M
Unionview, LLC 1.77% Reduce -1.1% 31,618 $2.4M
United Bank 0.29% Reduce -34.0% 31,787 $2.4M
Riverbridge Partners LLC 0.03% New 31,675 $2.4M
Montis Financial, LLC 0.74% Add +87.2% 31,619 $2.4M
Nexus Investment Management ULC 0.24% No change 31,550 $2.4M
Marquette Asset Management, LLC 0.39% Reduce -0.1% 31,360 $2.4M
Inman Jager Wealth Management, LLC 1.85% — 31,331 $2.4M
Assetmark, Inc. 0.01% Add +211.3% 31,316 $2.4M
Mgo One Seven LLC 0.09% Reduce -8.6% 31,306 $2.4M
Eastern Bank 0.04% Add +57.3% 31,258 $2.4M
Welch & Forbes LLC 0.03% Add +0.3% 31,215 $2.4M
Hiley Hunt Wealth Management 1.30% Reduce -0.5% 31,107 $2.4M
Arkadios Wealth Advisors 0.13% Reduce -12.6% 31,107 $2.4M
William Howard & Co Financial Advisors Inc 2.12% Reduce -0.1% 31,023 $2.3M
Community Bank, N.A. 0.30% Reduce -0.6% 30,700 $2.3M
Apexium Financial, LP 0.14% Add +47.9% 30,692 $2.3M
Cary Street Partners Financial LLC 0.08% — 30,659 $2.3M
MPS Loria Financial Planners, LLC 0.68% Add +3.5% 30,457 $2.3M
Country Trust Bank 0.06% Add +8.0% 30,374 $2.3M
Kingsview Wealth Management, LLC 0.04% Reduce -25.8% 30,307 $2.3M
Betterment LLC 0.01% Add +5.3% 30,171 $2.3M
Urban Financial Advisory Corp 1.25% Add +1.4% 30,165 $2.3M
Johnson & White Wealth Management, LLC 1.38% New 30,235 $2.3M
Financial Synergies Wealth Advisors, Inc. 0.28% Add +5.1% 30,025 $2.3M
Rebalance, LLC 0.17% Add +1.3% 30,017 $2.3M
Transcend Capital Advisors, LLC 0.16% Add +9.8% 29,938 $2.3M
SkyView Investment Advisors, LLC 0.36% Add +527.2% 29,778 $2.3M
Private Wealth Advisors, LLC 0.97% Add +6.1% 29,524 $2.2M
Matrix Private Capital Group LLC 1.27% Add +0.4% 29,478 $2.2M
Independent Financial Group, LLC 0.07% Reduce -34.0% 29,207 $2.2M
WBH Advisory Inc. 0.20% Reduce -4.1% 29,133 $2.2M
Retirement Income Solutions, Inc. 0.44% Reduce -5.9% 29,077 $2.2M
Woodstock Corp. 0.21% Reduce -1.0% 29,005 $2.2M
BLB&B Advisors, LLC 0.11% Add +1.3% 28,989 $2.2M
Bordeaux Wealth Advisors LLC 0.35% Reduce -2.7% 28,937 $2.2M
CANADA LIFE ASSURANCE Co 0.00% Reduce -6.2% 28,924 $2.2M
Townsquare Capital LLC 0.02% Reduce -71.3% 28,847 $2.2M
New Republic Capital, LLC 1.41% Reduce -56.7% 28,560 $2.2M
Coordinated Financial Services, Inc. 1.71% — 28,540 $2.2M
Graypoint LLC 0.13% Add +10.7% 28,172 $2.1M
Krilogy Financial LLC 0.14% Add +0.4% 28,064 $2.1M
Merit Financial Group, LLC 0.04% Add +54.4% 28,017 $2.1M
Sagespring Wealth Partners, LLC 0.06% — 27,802 $2.1M
Westshore Wealth, LLC 0.85% Add +1.3% 27,740 $2.1M
Bar Harbor Wealth Management 0.14% Add +1.9% 27,662 $2.1M
Pinnacle Family Advisors, LLC 1.01% Reduce -1.0% 27,487 $2.1M
BigSur Wealth Management LLC 0.59% No change 27,338 $2.1M
Stone House Investment Management, LLC 0.52% Reduce -5.3% 27,293 $2.1M
Busey Bank 0.07% Reduce -0.2% 27,211 $2.1M
White Pine Capital LLC 0.69% Reduce -10.0% 27,187 $2.1M
Denver PWM, LLC 0.80% Add +1.4% 27,169 $2.1M
SOA Wealth Advisors, LLC. 0.38% Add +9.8% 27,097 $2.0M
Lionsbridge Wealth Management LLC 1.72% Reduce -31.4% 27,034 $2.0M
Halbert Hargrove Global Advisors, LLC 0.11% Reduce -97.8% 27,015 $2.0M
EFG Asset Management (Americas) Corp. 0.40% Add +0.5% 26,943 $2.0M
Annandale Capital, LLC 0.40% Reduce -4.0% 26,937 $2.0M
Summit Financial, LLC 0.07% Reduce -40.6% 26,915 $2.0M
Bremer Bank National Association 0.40% No change 26,803 $2.0M
Montecito Bank & Trust 0.35% Reduce -0.9% 26,722 $2.0M
Associated Banc-Corp 0.06% Reduce -0.8% 26,679 $2.0M
Smith Anglin Financial, LLC 0.19% Reduce -1.3% 26,587 $2.0M
Elyxium Wealth, LLC 1.22% Add +29.1% 26,572 $2.0M
Quadrant Capital Group LLC 0.14% No change 26,537 $2.0M
GS Investments, Inc. 0.91% Reduce -10.2% 26,511 $2.0M
Counterweight Ventures, LLC 1.41% Add +4.7% 26,459 $2.0M
Rothschild Investment LLC 0.13% Add +0.0% 26,405 $2.0M
Atlas Brown,Inc. 0.68% Reduce -2.4% 26,334 $2.0M
Fairway Wealth LLC 0.90% Add +1.1% 26,324 $2.0M
Hillman Capital Management, Inc. 0.74% Add +5.3% 26,284 $2.0M
Embree Financial Group 0.34% Reduce -1.4% 26,277 $2.0M
KMG Fiduciary Partners, LLC 0.16% Reduce -2.2% 26,246 $2.0M
Gries Financial LLC 0.35% Reduce -0.1% 26,235 $2.0M
Bedel Financial Consulting, Inc. 0.28% Add +12.9% 24,781 $2.0M
Lion Street Advisors, LLC 0.63% Reduce -13.0% 26,094 $2.0M
Wade Financial Advisory, Inc 0.67% No change 26,071 $2.0M
Naples Global Advisors, LLC 0.18% Add +0.6% 26,055 $2.0M
First National Corp. /Ma/ 0.45% No change 26,029 $2.0M
Yardley Wealth Management LLC 0.96% Add +173.9% 25,312 $2.0M
Keeley-Teton Advisors, LLC 0.23% Reduce -9.4% 25,923 $2.0M
Glenview Trust Co 0.04% Reduce -3.0% 25,861 $2.0M
Congress Asset Management Co. 0.01% Reduce -1.0% 25,805 $2.0M
Arcadia Investment Advisors LLC 1.05% No change 25,518 $1.9M
Pallas Capital Advisors LLC 0.08% Reduce -1.3% 25,507 $1.9M
Croban 1.89% — 25,506 $1.9M
Westmount Partners, LLC 0.58% Add +1.7% 25,319 $1.9M
Lavaca Capital LLC 0.84% No change 25,300 $1.9M
Bank of Hawaii 0.11% Reduce -9.0% 25,167 $1.9M
Brightwater Advisory LLC 1.49% Add +0.3% 25,157 $1.9M
Harbor Advisory Corp. 0.62% No change 25,146 $1.9M
Boyd Watterson Asset Management LLC 0.53% No change 25,097 $1.9M
Motco 0.19% Add +2.8% 25,044 $1.9M
GEM Asset Management, LLC 1.05% No change 24,974 $1.9M
Great Waters Wealth Management 0.24% Add +0.8% 24,968 $1.9M
Clarus Wealth Advisors 0.94% Add +16.3% 25,181 $1.9M
Gilman Hill Asset Management, LLC 0.33% Add +268.9% 24,877 $1.9M
State of Tennessee, Department of Treasury 0.01% Reduce -29.3% 24,854 $1.9M
Axiom Financial Strategies, LLC 1.05% No change 24,779 $1.9M
HFG Advisors, Inc. 1.63% Reduce -1.2% 24,669 $1.9M
Quotient Wealth Partners, LLC 0.06% Reduce -0.5% 24,636 $1.9M
Bryn Mawr Trust Advisors, LLC 0.10% Reduce -6.0% 24,608 $1.9M
Pointe Capital Management LLC 1.07% Add +8.1% 24,595 $1.9M
Rialto Wealth Management, LLC 0.61% — 24,594 $1.9M
Maple Capital Management, Inc. 0.14% Reduce -5.9% 24,587 $1.9M
Stratos Wealth Partners, LTD. 0.03% Reduce -12.3% 24,451 $1.8M
Florida Trust Wealth Management Co 0.06% Reduce -0.1% 24,418 $1.8M
Alpha Advisors, LLC 1.90% — 24,413 $1.8M
Atticus Wealth Management, LLC 0.57% Add +3.1% 24,363 $1.8M
Bank Ozk 0.76% Reduce -4.1% 24,339 $1.8M
NWF Advisory Services Inc. 0.27% Add +0.6% 24,323 $1.8M
Bank of Marin 1.46% Add +1.6% 24,306 $1.8M
Horizons Wealth Management 1.42% Reduce -3.5% 24,247 $1.8M
Bank of New Hampshire 0.47% Reduce -2.5% 24,215 $1.8M
Ameritas Advisory Services, LLC 0.06% Add +9.9% 24,152 $1.8M
Newport Capital Group, LLC 1.34% Add +4.1% 24,109 $1.8M
RiverGlades Family Offices LLC 1.30% No change 24,106 $1.8M
Biltmore Family Office, LLC 0.31% Reduce -10.8% 24,073 $1.8M
Shoker Investment Counsel, Inc. 0.61% Reduce -2.2% 23,913 $1.8M
Berkshire Asset Management LLC 0.09% No change 22,791 $1.8M
Morris Financial Concepts, Inc. 0.77% Add +13.1% 23,843 $1.8M
Dynamic Advisor Solutions LLC 0.08% Reduce -1.2% 23,803 $1.8M
Mayflower Financial Advisors, LLC 0.27% Add +4.6% 23,794 $1.8M
Legacies Wealth LLC 1.39% No change 23,748 $1.8M
LMCG Investments, LLC 0.11% Add +19.4% 23,719 $1.8M
Columbia Bank 0.62% No change 23,871 $1.8M
Abacus Planning Group, Inc. 0.32% Add +11.3% 23,689 $1.8M
True Link Financial Advisors, LLC 0.15% Reduce -0.1% 23,430 $1.8M
Hall Laurie J Trustee 0.58% No change 23,425 $1.8M
Private Trust Co. NA 0.18% Add +10.7% 23,410 $1.8M
Mutual Advisors, LLC 0.05% Reduce -36.6% 23,032 $1.8M
Global Strategic Investment Solutions, LLC 0.20% Reduce -5.0% 23,154 $1.8M
KG Capital Management 0.56% Add +0.7% 22,946 $1.7M
Advisor OS, LLC 0.20% Add +15.6% 22,843 $1.7M
Washington Trust Advisors, Inc. 0.14% Reduce -14.0% 22,660 $1.7M
Rockland Trust Co. 0.09% Add +0.4% 22,624 $1.7M
Edge Financial Advisors LLC 1.53% Add +1.4% 22,582 $1.7M
Axxcess Wealth Management, LLC 0.04% Reduce -41.9% 22,579 $1.7M
Optas, LLC 0.37% No change 22,540 $1.7M
James J. Burns & Company, LLC 0.30% Add +1.4% 22,527 $1.7M
Eagle Global Advisors LLC 0.07% Add +56.0% 22,460 $1.7M
Nicholas Hoffman & Company, LLC. 0.07% Add +0.5% 22,318 $1.7M
Legal & General Group Plc 0.00% Reduce -72.8% 22,300 $1.7M
Midland Wealth Advisors, LLC 0.10% Reduce -1.0% 22,199 $1.7M
Parsons Capital Management Inc. 0.09% Reduce -13.2% 21,993 $1.7M
Resonant Capital Advisors, LLC 0.12% Reduce -1.2% 21,991 $1.7M
Principal Securities, Inc. 0.04% Reduce -14.7% 21,944 $1.7M
Windsor Capital Management, LLC 0.49% Reduce -2.9% 21,836 $1.7M
Lyell Wealth Management, LP 0.15% Reduce -24.7% 21,810 $1.6M
Leith Wheeler Investment Counsel Ltd. 0.12% No change 21,776 $1.6M
Viewpoint Capital Management LLC 0.86% Add +46.8% 21,655 $1.6M
Mizuho Markets Americas LLC 0.03% Add +168.8% 21,645 $1.6M
Chilton Capital Management LLC 0.07% Reduce -0.3% 21,579 $1.6M
LFA - Lugano Financial Advisors SA 1.06% Reduce -4.3% 21,519 $1.6M
EverSource Wealth Advisors, LLC 0.09% Reduce -1.9% 21,491 $1.6M
Stephens Consulting, LLC 0.41% Add +15012.7% 21,460 $1.6M
Colony Family Offices, LLC 0.51% No change 21,459 $1.6M
Cahill Financial Advisors Inc. 0.22% Reduce -0.9% 21,423 $1.6M
Y-Intercept (Hong Kong) Ltd 0.11% New 21,404 $1.6M
Smithfield Trust Co 0.08% Add +0.9% 21,368 $1.6M
Zacks Investment Management 0.01% Add +249.9% 21,310 $1.6M
Triton Financial Group Inc 1.00% Add +1.1% 21,237 $1.6M
Hubbell Strickland Wealth Management, LLC 0.76% Reduce -0.8% 21,233 $1.6M
Stratos Wealth Advisors, LLC 0.08% Reduce -74.0% 21,228 $1.6M
Ellis Investment Partners, LLC 0.32% Add +0.9% 21,205 $1.6M
Twele Capital Management, Inc. 0.34% Add +0.2% 21,176 $1.6M
Eukles Asset Management 0.68% Reduce -5.2% 21,174 $1.6M
CX Institutional 0.06% Add +0.5% 21,057 $1.6M
Narus Financial Partners, LLC 0.54% Add +33.3% 21,009 $1.6M
Greenline Partners, LLC 0.22% No change 20,995 $1.6M
Criterion Capital Advisors, LLC 1.00% No change 20,259 $1.6M
Oakwell Private Wealth Management, LLC 0.44% No change 20,965 $1.6M
Athena Investment Management 0.91% No change 20,869 $1.6M
Fairman Group, LLC 1.29% Add +1.4% 20,790 $1.6M
Fusion Family Wealth, LLC 0.14% Add +0.1% 20,779 $1.6M
Two Sigma Securities, LLC 0.28% Reduce -80.8% 20,759 $1.6M
Washington Trust Bank 0.15% Add +0.9% 20,711 $1.6M
Goelzer Investment Management, Inc. 0.09% Reduce -0.3% 20,608 $1.6M
Joel Isaacson & Co., LLC 0.07% Add +2.5% 20,577 $1.6M
Steph & Co. 0.52% Reduce -12.0% 20,565 $1.6M
Veracity Capital LLC 0.56% Reduce -47.5% 20,475 $1.5M
Davidson Trust Co. 0.80% No change 20,433 $1.5M
Osborne Partners Capital Management, LLC 0.09% Reduce -0.7% 20,401 $1.5M
Trust Co. of Vermont 0.07% Add +16.5% 20,386 $1.5M
Well Done, LLC 0.28% No change 18,426 $1.5M
Carnegie Investment Counsel 0.04% Reduce -3.6% 20,337 $1.5M
Watts Gwilliam & Co., LLC 0.32% Reduce -9.3% 20,130 $1.5M
Park Place Capital Corp 0.43% Add +508.8% 20,291 $1.5M
Seven Post Investment Office LP 0.59% Reduce -8.9% 20,289 $1.5M
Bahl & Gaynor LLC 0.01% Reduce -12.4% 20,142 $1.5M
Harding Loevner LP 0.01% Add +699.7% 20,065 $1.5M
Capital Analysts, LLC 0.06% Reduce -38.3% 20,028 $1.5M
Curated Wealth Partners LLC 0.17% No change 19,840 $1.5M
Perennial Investment Advisors, LLC 0.18% Add +0.1% 19,644 $1.5M
Private Capital Management LLC 0.30% Add +0.6% 19,604 $1.5M
Frank, Rimerman Advisors LLC 0.11% No change 19,460 $1.5M
Thoroughbred Financial Services, LLC 0.09% Add +89.9% 19,359 $1.5M
MIdWestOne Financial Group, Inc. 0.20% Add +2.0% 19,245 $1.5M
Simplicity Wealth,LLC 0.30% Reduce -72.9% 19,243 $1.5M
Total Investment Management Inc. 0.20% New 18,861 $1.4M
Live Oak Private Wealth LLC 0.24% No change 18,811 $1.4M
Trinity Financial Advisors LLC 0.54% Add +13.9% 18,864 $1.4M
Simon Quick Advisors, LLC 0.09% Reduce -1.3% 18,791 $1.4M
Triasima Portfolio Management inc. 0.28% Reduce -26.3% 18,742 $1.4M
Sequoia Financial Advisors, LLC 0.01% Add +3.0% 18,615 $1.4M
Cobblestone Capital Advisors LLC 0.08% Reduce -0.9% 18,454 $1.4M
InTrack Investment Management Inc 0.97% Reduce -39.3% 18,436 $1.4M
Indiana Trust & Investment Management Co 0.47% Reduce -1.4% 18,278 $1.4M
Fsa Wealth Partners, Inc. 0.32% Add +10.1% 18,255 $1.4M
Smith, Moore & Co. 0.13% Add +2.5% 18,231 $1.4M
Teachers Insurance & Annuity Association of America 1.81% No change 18,147 $1.4M
VeraBank, N.A. 0.39% No change 18,062 $1.4M
ProVise Management Group, LLC 0.12% Reduce -8.1% 17,942 $1.4M
First Bancorp, Inc 0.93% Reduce -2.7% 17,931 $1.4M
Harbour Capital Advisors, LLC 0.30% No change 17,910 $1.4M
Cordatus Wealth Management LLC 0.36% New 17,912 $1.4M
Noble Wealth Management PBC 0.94% — 17,891 $1.4M
Farther Finance Advisors, LLC 0.05% Reduce -43.7% 17,717 $1.3M
Chemung Canal Trust Co. 0.28% Reduce -3.2% 17,717 $1.3M
Clear Harbor Asset Management, LLC 0.11% Add +363.6% 17,714 $1.3M
Audent Global Asset Management, LLC 0.87% New 17,597 $1.3M
SouthState Bank Corp 0.09% Add +2.3% 17,528 $1.3M
SBI Securities Co., Ltd. 0.04% — 17,515 $1.3M
Genesis Wealth Advisors, LLC 1.15% — 17,514 $1.3M
Tennessee Valley Asset Management Partners 0.22% Reduce -6.7% 17,500 $1.3M
Financial Partners Group, LLC 0.55% Add +2.6% 17,462 $1.3M
Davis R M Inc. 0.03% Reduce -14.6% 17,459 $1.3M
Trust Point Inc. 0.09% Add +29.4% 17,456 $1.3M
Orrstown Financial Services Inc. 0.35% Reduce -6.2% 17,409 $1.3M
Gladstone Institutional Advisory LLC 0.06% Reduce -1.9% 17,387 $1.3M
Strive Asset Management, LLC 0.97% — 17,178 $1.3M
Fort Washington Investment Advisors Inc. 0.01% Reduce -1.9% 17,170 $1.3M
FDx Advisors, Inc. 0.38% Reduce -2.3% 17,172 $1.3M
Insigneo Advisory Services, LLC 0.13% Add +11.9% 17,125 $1.3M
Legacy Capital Wealth Partners, LLC 0.32% Add +5.3% 17,061 $1.3M
Wedbush Securities Inc. 0.05% Reduce -4.7% 17,022 $1.3M
Regal Investment Advisors LLC 0.10% Reduce -8.5% 16,985 $1.3M
River Wealth Advisors LLC 0.17% Reduce -14.5% 16,867 $1.3M
CM Wealth Advisors LLC 0.42% Reduce -42.9% 16,835 $1.3M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.03% Add +0.7% 16,813 $1.3M
Moors & Cabot, Inc. 0.06% Add +3.6% 16,797 $1.3M
Greenfield Savings Bank 0.61% Reduce -0.7% 16,776 $1.3M
Americana Partners, LLC 0.05% No change 16,726 $1.3M
Plante Moran Financial Advisors, LLC 0.10% Reduce -1.4% 16,669 $1.3M
North Star Investment Management Corp. 0.09% Reduce -7.3% 16,657 $1.3M
Ledyard National Bank 0.12% Reduce -2.5% 16,618 $1.3M
Tortoise Investment Management, LLC 0.13% No change 16,571 $1.3M
Headinvest, LLC 0.23% Reduce -3.9% 16,462 $1.2M
Evergreen Capital Management LLC 0.04% Reduce -2.6% 16,400 $1.2M
Blue Trust, Inc. 0.02% Add +6.0% 16,386 $1.2M
Equitable Trust Co. 0.07% New 16,380 $1.2M
Cassady Schiller Wealth Management, LLC 0.45% Reduce -9.8% 16,350 $1.2M
Lee Danner & Bass Inc. 0.10% No change 16,349 $1.2M
Hollencrest Capital Management 0.05% No change 16,334 $1.2M
Journey Strategic Wealth LLC 0.05% New 16,319 $1.2M
United Asset Strategies, Inc. 0.11% Reduce -87.7% 16,220 $1.2M
Victory Financial Group, LLC 0.32% — 16,195 $1.2M
Strategic Investment Advisors / MI 0.13% Reduce -0.2% 16,143 $1.2M
Forte Asset Management LLC 0.65% Reduce -6.1% 16,130 $1.2M
Sentinel Trust Co. Lba 0.14% No change 16,112 $1.2M
Stratos Investment Management, LLC 0.07% Add +316.8% 16,100 $1.2M
Schechter Investment Advisors, LLC 0.09% No change 16,092 $1.2M
Builder Investment Group Inc. 0.33% Reduce -0.7% 16,052 $1.2M
Hemington Wealth Management 0.31% No change 16,051 $1.2M
Norden Group LLC 0.14% Reduce -82.2% 16,008 $1.2M
JARISLOWSKY, FRASER Ltd 0.01% Add +14.1% 15,980 $1.2M
Legacy Bridge, LLC 0.63% Add +0.0% 15,971 $1.2M
Brass Tax Wealth Management, Inc. 0.25% Reduce -21.1% 15,966 $1.2M
Regent Peak Wealth Advisors LLC 0.27% Add +193.0% 15,952 $1.2M
Firestone Capital Management 0.30% Add +0.9% 15,950 $1.2M
Wolff Financial Management LLC 0.33% Add +0.8% 15,868 $1.2M
Fifth Third Securities, Inc. 0.10% Reduce -10.4% 15,798 $1.2M
Strategy Asset Managers LLC 0.23% Reduce -3.6% 15,774 $1.2M
Lowe Brockenbrough & Co. Inc. 0.08% No change 15,768 $1.2M
Rainier Family Wealth Inc. 1.44% — 15,758 $1.2M
Wedmont Private Capital 0.06% Reduce -6.0% 15,858 $1.2M
Redwood Park Advisors LLC 1.01% — 15,694 $1.2M
Mather Group, Llc. 0.02% Reduce -0.8% 15,666 $1.2M
ORBA Wealth Advisors, L.L.C. 0.62% Reduce -0.0% 15,636 $1.2M
Financial Advocates Investment Management 0.07% Add +11.5% 15,576 $1.2M
Zhang Financial LLC 0.07% Add +8.2% 15,575 $1.2M
Farmers & Merchants Trust Co of Chambersburg PA 0.44% Add +2.5% 15,535 $1.2M
Texas Yale Capital Corp. 0.05% Add +0.0% 15,517 $1.2M
Chapin Davis, Inc. 0.38% No change 13,979 $1.2M
Lighthouse Financial LLC 0.95% — 15,390 $1.2M
Cahaba Wealth Management, Inc. 0.10% Add +1.2% 15,382 $1.2M
SageView Advisory Group, LLC 0.05% Add +79.0% 15,341 $1.2M
Michels Family Financial, LLC 1.06% — 15,320 $1.2M
Argentarii, LLC 0.58% — 15,320 $1.2M
Matrix Asset Advisors Inc. 0.13% Add +0.2% 15,313 $1.2M
Rossmore Private Capital 0.14% Add +3.7% 15,286 $1.2M
O'shaughnessy Asset Management, LLC 0.01% Add +2.0% 15,251 $1.2M
Prosperity Consulting Group, LLC 0.09% Reduce -5.5% 15,235 $1.2M
Hexagon Capital Partners LLC 0.21% Add +768.6% 15,218 $1.2M
Affiance Financial, LLC 0.28% Reduce -10.9% 15,217 $1.2M
First Manhattan Co. Llc. 0.00% New 15,200 $1.1M
Cambridge Advisors Inc. 0.26% No change 15,186 $1.1M
Strategic Wealth Investment Group, LLC 0.06% New 10,309 $1.1M
Paladin Advisory Group, LLC 0.88% No change 15,167 $1.1M
Stordahl Capital Management, Inc. 0.27% Reduce -0.7% 15,150 $1.1M
LaSalle St. Investment Advisors, LLC 0.35% Add +4.1% 15,132 $1.1M
Sax Wealth Advisors, LLC 0.09% Add +28.9% 15,079 $1.1M
Wingate Wealth Advisors, Inc. 1.12% — 15,074 $1.1M
Tompkins Financial Corp. 0.11% Add +3.8% 14,992 $1.1M
Long Road Investment Counsel, LLC 0.46% No change 14,990 $1.1M
Sunburst Financial Group, LLC 0.28% Reduce -2.9% 14,981 $1.1M
Factor Wealth Management LTD 0.37% — 14,934 $1.1M
Sovereign Financial Group, Inc. 0.26% Add +8.5% 14,833 $1.1M
Global Trust Asset Management, LLC 0.42% Add +0.5% 14,812 $1.1M
Avantax Planning Partners, Inc. 0.04% Reduce -1.1% 14,788 $1.1M
Henrickson Nauta Wealth Advisors, Inc. 0.45% No change 14,632 $1.1M
Impact Capital Partners LLC 0.39% — 14,555 $1.1M
Texas Capital Bancshares Inc 0.44% No change 14,521 $1.1M
Fisher Asset Management 0.00% Add +13.2% 14,513 $1.1M
Diversified Portfolios, Inc. 0.12% Reduce -0.1% 14,505 $1.1M
Moloney Securities Asset Management, LLC 0.15% Reduce -84.1% 14,464 $1.1M
Emprise Bank 0.62% No change 14,452 $1.1M
Franklin, Parlapiano, Turner & Welch, LLC 0.29% Reduce -0.1% 14,369 $1.1M
CGN Advisors LLC 0.11% Add +79.1% 14,338 $1.1M
Del-Sette Capital Management, LLC 0.88% No change 14,300 $1.1M
Towerpoint Wealth, LLC 0.53% Add +0.1% 14,295 $1.1M
Roehl & Yi Investment Advisors, LLC 0.59% — 14,216 $1.1M
Archvest Wealth Advisors, Inc. 0.78% Reduce -3.9% 14,182 $1.1M
Valued Retirements, Inc. 1.43% No change 14,071 $1.1M
Truepoint, Inc. 0.03% Reduce -1.6% 13,979 $1.1M
Stockman Wealth Management, Inc. 0.17% Reduce -0.4% 13,947 $1.1M
Clear Creek Financial Management, LLC 0.11% Reduce -93.2% 13,906 $1.1M
Vontobel Holding Ltd. 0.00% Add +130.8% 13,782 $1.0M
Condor Capital Management 0.09% Reduce -1.4% 13,745 $1.0M
First Merchants Corp. 0.04% Reduce -13.5% 13,743 $1.0M
Haverford Trust Co 0.01% Reduce -21.1% 13,725 $1.0M
Focus Financial Network, Inc. 0.04% Reduce -12.8% 13,695 $1.0M
Capital Investment Advisors, LLC 0.02% Add +12.0% 13,686 $1.0M
Highland Capital Management, LLC 0.06% Add +31.2% 13,661 $1.0M
German American Bancorp, Inc. 0.11% Add +8.3% 13,626 $1.0M
Red Tortoise LLC 0.54% Reduce -0.4% 13,601 $1.0M
Traynor Capital Management, Inc. 0.08% Reduce -4.4% 13,587 $1.0M
Evoke Wealth, LLC 0.03% Add +37.8% 13,547 $1.0M
Beaumont Financial Advisors, LLC 0.08% Reduce -0.7% 13,537 $1.0M
TCI Wealth Advisors, Inc. 0.09% Add +0.0% 13,500 $1.0M
Harbour Investments, Inc. 0.03% Reduce -4.0% 13,350 $1.0M
Contravisory Investment Management, Inc. 0.22% Reduce -37.5% 13,347 $1.0M
GW&K Investment Management, LLC 0.01% Add +4.3% 13,347 $1.0M
Radnor Capital Management, LLC 0.17% Reduce -1.3% 13,310 $1.0M
Turtle Creek Wealth Advisors, LLC 0.23% No change 13,285 $1.0M
Sapient Capital LLC 0.02% Add +2.4% 13,279 $1.0M
GFS Advisors, LLC 0.15% Reduce -0.3% 13,245 $1.0M
Adirondack Trust Co. 0.38% Add +10.5% 13,227 $1.0M
Sunflower Bank, N.A. 0.28% Reduce -5.2% 13,196 $998K
Procyon Advisors, LLC 0.06% Reduce -8.1% 13,133 $993K
Legacy Capital Group California, Inc. 0.30% Reduce -37.8% 13,022 $985K
Northeast Investment Management 0.04% Reduce -2.1% 12,999 $983K
Colonial Trust Co / SC 0.15% Add +40.0% 12,987 $982K
Woodmont Investment Counsel LLC 0.07% Reduce -0.9% 12,885 $974K
Savior LLC 5.57% Add +0.6% 12,858 $972K
Brandywine Oak Private Wealth LLC 0.09% No change 12,743 $963K
Kingswood Wealth Advisors, LLC 0.07% Add +26.6% 12,707 $961K
Earnest Partners LLC 0.00% No change 12,687 $959K
Blueprint Investment Partners LLC 0.15% Reduce -65.2% 12,650 $956K
Trust Co 0.11% No change 12,647 $956K
Corundum Trust Company, INC 2.86% Reduce -7.9% 12,618 $954K
Members Trust Co 0.03% Reduce -4.8% 12,614 $954K
Baron Wealth Management LLC 0.45% Add +1.0% 12,582 $951K
Palumbo Wealth Management LLC 0.35% Add +1.1% 12,497 $945K
Sandy Cove Advisors, LLC 0.37% Reduce -13.8% 12,473 $943K
Easterly Investment Partners LLC 0.07% No change 12,461 $942K
DF Dent & Co. Inc. 0.01% Reduce -0.1% 12,452 $941K
Manhattan West Asset Management, LLC 0.25% Reduce -0.8% 12,441 $941K
Pitcairn Co. 0.06% Reduce -19.4% 12,422 $939K
Enterprise Bank & Trust Co 0.31% Reduce -2.5% 12,399 $937K
SC&H Financial Advisors, Inc. 0.19% Reduce -3.3% 12,386 $937K
Ping Capital Management, Inc. 0.38% Add +136.5% 12,300 $930K
High Net Worth Advisory Group LLC 0.26% No change 12,250 $926K
Aspen Investment Management Inc 0.43% No change 12,208 $923K
CWA Asset Management Group, LLC 0.05% Add +65.8% 12,182 $921K
KFA Private Wealth Group, LLC 0.39% Add +7.3% 12,170 $920K
Anchor Capital Advisors LLC 0.03% Reduce -39.1% 12,163 $920K
Truefg, LLC 0.30% Add +8.5% 12,150 $919K
Patten Group, Inc. 0.20% Add +0.3% 12,123 $917K
Saxon Interests, Inc. 0.40% Reduce -12.1% 12,103 $915K
Capital Planning Advisors, LLC 0.14% No change 12,015 $908K
First American Trust, FSB 0.09% Add +12.8% 11,991 $907K
Holistic Financial Partners 0.45% Add +1.9% 11,917 $901K
IFG Advisory, LLC 0.05% Reduce -10.5% 11,883 $898K
Keystone Wealth Services, LLC 0.24% Add +2.1% 11,821 $894K
Golden State Wealth Management, LLC 0.13% — 11,816 $893K
Aegis Wealth Management LLC 0.60% — 11,732 $887K
American National Bank & Trust 0.10% Add +7.3% 11,728 $887K
TCV Trust & Wealth Management, Inc. 0.08% Reduce -1.4% 11,661 $882K
Moody LYNN Lieberson & Walker, LLC 0.05% Reduce -9.6% 11,636 $880K
Cyndeo Wealth Partners, LLC 0.06% Reduce -1.8% 11,619 $878K
Park Capital Management, LLC / WI 1.05% — 11,615 $878K
MidAtlantic Capital Management, Inc. 0.64% Add +3.8% 11,607 $878K
Private Client Services, LLC 0.47% Reduce -2.8% 11,508 $870K
City Center Advisors, LLC 0.97% Reduce -24.6% 11,482 $868K
Thomasville National Bank 0.06% Reduce -9.0% 11,449 $866K
Eagle Rock Investment Company, LLC 0.14% Reduce -16.6% 11,394 $862K
Tiemann Investment Advisors, LLC 0.38% Add +0.0% 11,384 $861K
GC Wealth Management RIA, LLC 0.15% Reduce -23.1% 11,377 $860K
Wealthspire Retirement, LLC 0.07% Reduce -4.5% 11,361 $859K
WealthShield Partners, LLC 0.12% Reduce -1.7% 11,310 $855K
Abc Arbitrage SA 0.12% — 11,303 $855K
Savvy Advisors, Inc. 0.10% Add +1.4% 11,219 $848K
Ritter Daniher Financial Advisory LLC / DE 0.24% Reduce -0.5% 11,192 $846K
Exencial Wealth Advisors, LLC 0.03% Reduce -40.7% 11,168 $844K
Partners in Financial Planning 0.17% Add +0.2% 11,166 $844K
Compass Planning Associates Inc 0.85% — 11,118 $841K
Garde Capital, Inc. 0.06% Reduce -0.2% 11,109 $840K
Wells Trecaso Financial Group, LLC 0.27% No change 11,043 $835K
Waldron Private Wealth LLC 0.03% Reduce -32.1% 11,028 $834K
Claro Advisors Inc. 0.11% Reduce -4.3% 11,024 $833K
Pennington Partners & Co., LLC 0.41% — 11,022 $833K
Legacy Wealth Asset Management, LLC 0.22% New 10,867 $822K
Ironwood Investment Counsel, LLC 0.14% Reduce -5.7% 10,858 $821K
Finward Bancorp 0.71% — 10,799 $817K
Park National Corp. 0.03% Add +5.8% 10,783 $815K
CFM Wealth Partners LLC 0.14% Add +2.4% 10,746 $813K
Avity Investment Management Inc. 0.06% Add +0.8% 10,647 $805K
Cordgrass Capital Advisors, LLC 0.23% Add +13.6% 10,644 $805K
Essex Bank 0.20% Reduce -2.0% 10,590 $801K
Private Wealth Group, LLC 0.39% No change 10,569 $799K
LCNB Corp. 0.29% Add +3.5% 10,552 $798K
Future You Wealth LLC 0.56% — 10,548 $798K
Patriot Investment Management Group, Inc. 0.06% Reduce -1.5% 10,535 $797K
Keudell/Morrison Wealth Management 0.21% Add +4.3% 10,527 $796K
Frederick Financial Consultants, LLC 0.63% — 10,499 $794K
Genesis Private Wealth, LLC 0.44% — 10,498 $794K
MBL Wealth, LLC 0.08% Reduce -3.7% 10,490 $793K
Greenup Street Wealth Management LLC 0.16% Reduce -79.0% 10,440 $789K
Marcum Wealth, LLC 0.07% New 10,432 $789K
O'Connor Financial Group LLC 0.41% Add +1.9% 10,404 $787K
Breakwater Capital Group 0.16% Add +0.7% 10,394 $786K
Financial Guidance Group, Inc. 0.43% Add +75.8% 10,375 $784K
Camden National Bank 0.12% Reduce -1.9% 10,359 $783K
Kanawha Capital Management LLC 0.06% Reduce -0.6% 10,343 $782K
Empower Advisory Group, LLC 0.00% Add +1.7% 10,334 $781K
Debussy Capital Management LP 0.12% Add +2.8% 9,857 $780K
Stephenson & Company, Inc. 0.52% No change 10,306 $779K
Salem Investment Counselors Inc. 0.03% No change 10,305 $779K
PKS Advisory Services, LLC 0.19% — 10,267 $776K
SPC Financial, Inc. 0.07% Reduce -3.1% 10,258 $776K
Flagship Harbor Advisors, LLC 0.04% Reduce -8.4% 10,253 $775K
Shayne & Jacobs, LLC 0.20% No change 10,243 $774K
Pine Haven Investment Counsel, Inc 0.63% No change 10,197 $771K
Clayton Financial Group LLC 0.28% Add +1.2% 10,193 $771K
tru Independence LLC 0.24% Reduce -1.9% 10,162 $768K
Disciplined Investments, LLC 0.38% Add +1.6% 10,157 $768K
BridgePort Financial Solutions, LLC 0.35% — 9,417 $767K
Harvest Investment Services, LLC 0.19% Reduce -72.3% 10,138 $767K
Nestegg Advisors, Inc. 0.77% — 9,637 $764K
Hudson Portfolio Management LLC 0.75% Add +13.4% 10,055 $760K
Independent Wealth Network Inc. 0.31% Add +3.5% 10,053 $760K
McIlrath & Eck, LLC 0.10% Reduce -9.3% 10,040 $759K
Main Street Financial Solutions, LLC 0.07% Reduce -13.6% 10,032 $759K
Peterson Wealth Advisors, LLC 0.14% Reduce -0.1% 10,012 $758K
Integrated Investment Consultants, LLC 0.15% Add +353.2% 30,456 $750K
Leigh Baldwin & Co., LLC 0.63% — 9,909 $749K
Oakworth Capital, Inc. 0.05% Add +1959.3% 9,905 $749K
Beacon Bank & Trust 0.17% No change 9,905 $749K
Deroy & Devereaux Private Investment Counsel Inc. 0.04% No change 9,850 $745K
Peoples Bank 0.44% Reduce -60.7% 9,833 $743K
ESL Trust Services, LLC 0.17% Reduce -2.5% 9,822 $743K
BlueSky Wealth Advisors, LLC 0.12% Add +0.4% 9,767 $739K
Private Wealth Management Group, LLC 0.28% No change 9,765 $738K
Whalerock Point Partners, LLC 0.18% No change 9,750 $737K
Certuity, LLC 0.08% Reduce -0.7% 9,724 $735K
Boston Family Office LLC 0.05% No change 9,698 $733K
Marietta Wealth Management, LLC 0.11% Reduce -2.9% 9,688 $733K
Ullmann Wealth Partners Group, LLC 0.09% Reduce -4.1% 9,686 $732K
Physician Wealth Advisors, Inc. 0.12% Reduce -7.1% 9,672 $731K
Apeiron RIA LLC 0.20% Reduce -3.4% 9,653 $730K
Mezzasalma Advisors, LLC 0.23% New 9,605 $726K
Cynosure Group, LLC 0.11% Add +1.1% 9,559 $723K
Cypress Financial Planning LLC 0.26% Add +4.3% 9,527 $720K
Bright Financial Advisors, Inc. 0.45% Reduce -19.8% 9,521 $720K
Peoples Financial Services Corp. 0.33% Reduce -0.0% 9,506 $719K
MTM Investment Management, LLC 0.28% No change 9,482 $717K
Beirne Wealth Consulting Services, LLC 0.26% Add +22.4% 9,476 $717K
Canopy Partners, LLC 0.27% No change 9,479 $717K
Innova Wealth Partners 0.45% New 9,470 $716K
Alley Investment Management Company, LLC 0.09% Reduce -0.5% 9,399 $711K
Next Capital Management LLC 0.29% No change 9,366 $708K
Guidance Point Advisors, LLC 0.21% Add +1.4% 9,354 $707K
Eight 31 Financial, LLC 0.54% Add +19.4% 9,351 $707K
Macquarie Group Ltd. 0.00% Reduce -72.1% 9,340 $706K
SkyOak Wealth, LLC 0.15% Add +10.5% 9,332 $706K
Purkiss Capital Advisors LLC 0.61% — 9,303 $703K
NYL Investors LLC 0.06% New 9,300 $703K
Conservest Capital Advisors, Inc. 0.07% Add +0.8% 9,298 $703K
Burney Co./ 0.02% Add +4.0% 9,292 $703K
Arcus Capital Partners, LLC 0.22% Add +14.8% 8,752 $699K
Clear Point Advisors Inc. 0.60% Add +1.3% 9,218 $697K
TFG Advisers LLC 0.25% Add +1.1% 9,167 $693K
Klingenstein Fields & Co. LP 0.03% No change 9,165 $693K
Elgethun Capital Management 0.17% No change 9,137 $691K
Apella Capital, LLC 0.03% Add +11.3% 9,110 $689K
Crestline Management, L.P. 0.02% New 9,042 $684K
Donor Advised Charitable Giving, Inc. 0.02% Add +2.7% 9,028 $683K
Missouri Trust & Investment Co 0.24% Add +2.6% 9,005 $681K
Trust Co. of Oklahoma 0.22% Add +27.9% 8,951 $677K
Exchange Bank 0.54% Add +13.7% 8,936 $676K
Family Capital Trust Co 0.23% No change 8,907 $673K
Quadrature Capital Ltd 0.01% New 8,860 $670K
Prime Capital Investment Advisors, LLC 0.01% Add +1.1% 8,834 $668K
Horan Securities, Inc. 0.25% Add +1.6% 8,815 $667K
New Age Alpha Advisors, LLC 0.03% New 8,796 $665K
Gallacher Capital Management LLC 0.33% Add +91.8% 8,742 $661K
Centerpoint Advisors, LLC 0.23% Reduce -6.7% 8,745 $661K
SeaCrest Wealth Management, LLC 0.07% Reduce -1.1% 8,714 $659K
Alpha Omega Wealth Management LLC 0.12% Add +1.4% 8,708 $658K
Doliver Advisors, LP 0.18% Reduce -8.9% 8,700 $658K
Sterling Investment Advisors, Ltd. 0.16% Add +31.9% 8,686 $657K
Fca Corp. 0.20% Reduce -2.0% 8,684 $657K
MFA Wealth Services 0.53% — 8,683 $657K
Mechanics Bank Trust Department 0.09% Reduce -8.7% 8,636 $653K
St Germain D J Co. Inc. 0.03% Add +10.4% 8,633 $653K
Interchange Capital Partners, LLC 0.24% Add +1.3% 8,621 $652K
Liberty Wealth Management LLC 0.11% Add +5.1% 8,620 $652K
Hardman Johnston Global Advisors LLC 0.03% New 8,620 $652K
Liberty Square Wealth Partners LLC 0.24% — 7,949 $651K
Sunbelt Securities, Inc. 0.06% Add +0.3% 8,589 $649K
Family Office Research LLC 0.28% — 8,554 $647K
GM Advisory Group, LLC 0.04% Add +6.4% 8,553 $647K
CENTRAL TRUST Co 0.02% No change 8,551 $647K
Relyea Zuckerberg Hanson LLC 0.09% Add +0.1% 8,549 $646K
Genesee Capital Advisors, LLC 0.30% New 8,537 $645K
Security Financial Services, INC. 0.13% Reduce -0.4% 8,533 $645K
Aspen Wealth Management LLC 0.19% Add +1.3% 8,476 $641K
Advyzon Investment Management, LLC 0.25% — 8,464 $640K
WMS Partners, LLC 0.04% Add +45.5% 8,455 $639K
Caldwell Trust Co 0.07% Reduce -3.4% 8,442 $638K
Jackson Hole Capital Partners, LLC 0.13% Reduce -29.3% 8,435 $638K
MSH Capital Advisors LLC 0.20% Reduce -0.4% 8,414 $636K
Peak Asset Management, LLC 0.12% No change 8,405 $636K
O'Dell Group, LLC 0.14% Reduce -24.7% 8,401 $635K
MBA Advisors LLC 0.32% Reduce -34.0% 8,385 $634K
Romano Brothers and Company 0.08% No change 8,371 $633K
Argent Advisors, Inc. 0.23% Reduce -4.6% 8,365 $632K
Trust Co of the South 0.13% Add +99.8% 8,355 $632K
Modern Wealth Management, LLC 0.02% Reduce -99.0% 8,339 $630K
Potentia Wealth 0.28% — 8,337 $630K
Reston Wealth Management LLC 0.23% Add +1.4% 8,334 $630K
Hohimer Wealth Management, LLC 0.12% No change 8,331 $630K
Revolve Wealth Partners, LLC 0.09% New 8,322 $629K
Formidable Asset Management, LLC 0.10% No change 8,289 $627K
Balanced Wealth Group LLC 0.28% Add +1.4% 7,893 $625K
Fidelity D & D Bancorp Inc. 0.41% No change 8,244 $623K
Baker Avenue Asset Management, LP 0.02% Reduce -15.9% 8,242 $623K
Collective Family Office LLC 0.17% No change 8,236 $623K
Moisand Fitzgerald Tamayo, LLC 0.09% No change 8,203 $620K
Blake Schutter Theil Wealth Advisors, LLC 0.65% No change 8,139 $615K
Leo Wealth, LLC 0.06% Add +0.2% 8,135 $615K
InvesTrust 0.17% — 8,128 $615K
SeaBridge Investment Advisors LLC 0.13% Reduce -11.0% 8,100 $612K
Amplius Wealth Advisors, LLC 0.06% Add +9.7% 8,079 $611K
Mine & Arao Wealth Creation & Management, LLC. 0.28% Reduce -1.4% 8,077 $611K
Soltis Investment Advisors LLC 0.06% Reduce -0.2% 8,056 $609K
Lansing Street Advisors 0.21% Reduce -30.3% 8,042 $608K
Topsail Wealth Management, LLC 0.13% — 8,034 $607K
Elevation Wealth Partners, LLC 0.26% Add +1.0% 8,025 $607K
Quantinno Capital Management LP 0.01% Reduce -17.0% 8,011 $606K
Park Edge Advisors, LLC 0.18% Add +24.9% 7,994 $604K
Brookmont Capital Management 0.32% Reduce -8.2% 7,993 $604K
City National Bank of Florida 0.55% — 7,982 $604K
Heritage Trust Co 0.07% — 7,970 $603K
Townsend Asset Management Corp. /NC/ 0.22% Reduce -0.9% 7,969 $603K
Measured Risk Portfolios, Inc. 0.67% — 7,964 $602K
Chemistry Wealth Management LLC 0.14% Add +26.4% 7,963 $602K
AE Wealth Management LLC 0.01% Reduce -91.6% 7,949 $601K
Beaird Harris Wealth Management, LLC 0.05% Add +4.2% 7,945 $601K
Sound View Wealth Advisors Group, LLC 0.05% Reduce -6.5% 7,921 $599K
Trilogy Capital Inc. 0.03% Reduce -6.0% 7,918 $599K
JSF Financial, LLC 0.16% Reduce -0.7% 7,865 $595K
WMG Financial Advisors, LLC 0.25% No change 7,825 $592K
Parcion Private Wealth LLC 0.05% No change 7,810 $591K
Tocqueville Asset Management L.P. 0.01% Reduce -15.0% 7,807 $590K
Norway Savings Bank 0.33% No change 7,780 $588K
Cypress Capital Group 0.07% Reduce -21.9% 7,776 $588K
Waterford Advisors, LLC 0.30% Add +1.9% 7,737 $585K
Certified Advisory Corp 0.06% New 7,736 $585K
M1 Capital Management LLC 0.32% — 7,720 $584K
Sigma Planning Corp 0.02% Reduce -37.1% 7,718 $584K
Hardy Reed LLC 0.05% New 7,670 $580K
Lifeworks Advisors, LLC 0.10% Reduce -11.5% 7,665 $580K
Zions Bancorporation, N.A. 0.04% Add +34.2% 7,650 $578K
Lincoln Capital Corp. 0.24% Add +48.7% 7,641 $578K
RPS Advisory Solutions LLC 0.36% Reduce -75.2% 7,631 $577K
World Equity Group, Inc. 0.12% Add +8.0% 7,590 $574K
Douglass Winthrop Advisors, LLC 0.01% No change 7,572 $573K
Perritt Capital Management Inc 0.30% Add +0.6% 7,527 $569K
Elevatus Welath Management 0.19% No change 7,513 $568K
Forum Private Client Group LLC 0.25% Reduce -1.9% 7,510 $568K
RKL Wealth Management LLC 0.05% Add +1.9% 7,496 $567K
Good Life Advisors, LLC 0.04% Reduce -55.4% 7,453 $564K
Private Portfolio Partners LLC 0.10% Add +0.0% 7,436 $562K
Stelac Advisory Services LLC 0.22% No change 7,415 $561K
PBMares Wealth Management LLC 0.11% Add +0.0% 7,398 $559K
Howland Capital Management LLC 0.02% Reduce -7.2% 7,376 $558K
Altman Advisors, Inc. 0.24% Add +0.7% 7,370 $557K
DDFG, Inc 0.16% Add +0.3% 7,332 $554K
Clifford Swan Investment Counsel LLC 0.02% Reduce -1.8% 7,315 $553K
First American Bank 0.04% No change 7,310 $553K
Fishman Jay A Ltd. 0.05% Reduce -12.1% 7,300 $552K
Ameritas Investment Partners, Inc. 0.02% Reduce -2.0% 7,293 $551K
Armbruster Capital Management, Inc. 0.11% No change 7,287 $551K
Asset Dedication, LLC 0.04% Add +6.3% 7,286 $551K
Duncker Streett & Co. Inc. 0.10% Reduce -8.1% 7,286 $551K
Journey Advisory Group, LLC 0.07% No change 7,021 $550K
Nicolet Advisory Services, LLC 0.05% Add +8.1% 7,326 $550K
Ti-Trust, Inc. 0.37% No change 7,251 $548K
Avestar Capital, LLC 0.05% Reduce -13.6% 7,247 $548K
West Bancorporation Inc. 0.36% Reduce -12.1% 7,227 $546K
Baker Tilly Wealth Management, LLC 0.21% New 7,196 $544K
Optimum Investment Advisors 0.24% No change 7,190 $544K
JNBA Financial Advisors 0.06% No change 7,188 $543K
Culbertson A N & Co. Inc. 0.09% No change 7,158 $541K
Oarsman Capital, Inc. 0.09% Reduce -1.0% 7,122 $538K
Intrua Financial, LLC 0.09% Reduce -5.5% 7,102 $537K
PFG Investments, LLC 0.03% Add +8.6% 7,101 $537K
Bison Wealth, LLC 0.12% Reduce -5.5% 7,069 $534K
JDM Financial Group LLC 0.28% No change 7,056 $534K
Ancora Advisors LLC 0.01% Reduce -21.5% 7,054 $533K
Vista Capital Partners, Inc. 0.06% No change 7,052 $533K
Anchor Investment Management, LLC 0.05% Add +1.0% 7,048 $533K
Victory Capital Management Inc. 0.00% Reduce -0.3% 7,048 $533K
William Blair Investment Management, LLC 0.00% Add +1849.3% 7,037 $532K
Financial Advisory Corp 0.09% — 7,033 $532K
Topel & Distasi Wealth Management, LLC 0.23% No change 7,019 $531K
Awm Capital, LLC 0.06% Reduce -0.3% 7,019 $531K
Bath Savings Trust Co 0.05% Reduce -0.7% 7,012 $530K
Signal Advisors Wealth, LLC 0.06% Add +8.4% 7,005 $530K
John W. Brooker & Co., CPAs 0.23% Add +5.5% 6,995 $529K
CGC Financial Services, LLC 0.21% No change 6,974 $527K
Sabal Trust CO 0.03% Reduce -2.8% 6,959 $526K
Tilson Financial Group, Inc. 0.21% No change 6,960 $526K
Austin Asset Management Co Inc 0.11% No change 6,952 $526K
RiverFront Investment Group, LLC 0.01% Add +94.2% 6,933 $524K
Magnus Financial Group LLC 0.05% Reduce -2.9% 6,908 $522K
Carret Asset Management, LLC 0.06% Reduce -50.9% 6,891 $521K
Minot DeBlois Advisors LLC 0.47% — 6,855 $518K
SimpliFi, Inc. 0.24% Add +0.2% 6,841 $517K
Sentry LLC 0.10% No change 6,837 $517K
SignalPoint Asset Management, LLC 0.13% No change 6,831 $516K
Insight Wealth Strategies, LLC 0.07% Add +10.8% 6,828 $516K
Fairhaven Wealth Management, LLC 0.16% Add +0.1% 6,785 $513K
Duncan Williams Asset Management, LLC 0.20% Add +59.0% 6,755 $511K
Koshinski Asset Management, Inc. 0.04% Reduce -57.5% 6,736 $509K
Brand Asset Management Group, Inc. 0.21% No change 6,729 $509K
TFC Financial Management, Inc. 0.08% No change 6,717 $508K
Sageworth Trust Co of South Dakota 0.64% No change 6,700 $507K
Montag A & Associates Inc. 0.02% Reduce -31.7% 6,690 $506K
ARK & TLK Investments, LLC 0.17% Add +7.8% 6,662 $504K
Capital Management Associates, Inc 0.19% Reduce -6.2% 6,659 $503K
Arq Wealth Advisors, LLC 0.19% Reduce -3.1% 6,655 $503K
Fogel Capital Management, Inc. 0.25% Add +5.5% 6,625 $501K
Spinnaker Trust 0.03% No change 6,614 $500K
Jefferies Financial Group Inc. 0.01% New 6,611 $500K
Edgestream Partners, L.P. 0.02% New 6,602 $499K
MKD Wealth Coaches, LLC 0.50% — 6,513 $492K
Leisure Capital Management 0.19% No change 6,490 $491K
OneAscent Financial Services LLC 0.04% New 6,486 $490K
Howard Wealth Management, LLC 0.26% Add +0.5% 6,436 $487K
Horizon Advisory Services, Inc. 0.28% Reduce -23.1% 6,432 $486K
Foguth Wealth Management, LLC. 0.13% Reduce -3.1% 6,131 $486K
CenterStar Asset Management, LLC 1.07% New 6,423 $485K
Three Bridge Wealth Advisors, LLC 0.17% Reduce -85.4% 6,407 $484K
Bangor Savings Bank 0.05% Reduce -0.4% 6,375 $482K
First National Bank & Trust Co. of Newtown 0.10% Add +13.2% 6,372 $482K
Horan Capital Advisors, LLC. 0.16% Add +16.3% 6,366 $481K
Bridges Investment Management Inc. 0.01% Reduce -15.9% 6,364 $481K
Clarkston Capital Partners, LLC 0.01% No change 6,302 $477K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% No change 6,013 $476K
Dentgroup LLC 0.36% Reduce -2.5% 6,289 $476K
Mascoma Wealth Management LLC 0.12% No change 6,264 $474K
Bond & Devick Financial Network, Inc. 0.20% No change 5,654 $473K
Alpha Financial Advisors, LLC 0.21% Add +1.5% 6,245 $472K
Monte Financial Group, LLC 0.20% Reduce -9.4% 6,237 $472K
TrinityBridge Ltd 0.01% No change 6,232 $471K
Ofc Financial Planning, LLC 0.50% — 6,223 $471K
Trans-Canada Capital Inc. 0.05% — 2,999 $469K
SOL Capital Management CO 0.05% Add +10.7% 6,200 $469K
Sage Rhino Capital LLC 0.10% Add +1.5% 6,198 $469K
Greenwich Wealth Management LLC 0.03% No change 6,185 $468K
Beacon Financial Group 0.05% New 6,177 $467K
CBIZ Investment Advisory Services, LLC 0.02% Add +0.6% 6,174 $467K
Security National Bank of So Dak 0.26% No change 6,170 $467K
LJI Wealth Management, LLC 0.09% Add +5.3% 6,161 $466K
Peoples Bank 0.32% Reduce -1.6% 6,141 $464K
Brookstone Capital Management 0.01% Reduce -2.5% 6,123 $463K
Investmark Advisory Group LLC 0.23% Add +0.4% 6,114 $462K
Nations Financial Group Inc, /Ia/ 0.03% Reduce -2.6% 6,085 $460K
Tower Research Capital LLC (TRC) 0.01% Reduce -4.7% 6,076 $459K
Core Wealth Advisors, Inc. 0.15% No change 6,070 $459K
Lakeshore Financial Planning, Inc. 0.20% No change 6,068 $459K
Creekside Partners 0.24% Add +0.9% 6,068 $459K
Clarity Financial LLC 0.05% Reduce -19.6% 6,056 $458K
James Investment Research, Inc. 0.05% No change 6,055 $458K
Hickory Point Bank & Trust 0.41% — 6,105 $457K
Sage Capital Advisors,llc 0.12% Reduce -11.9% 6,041 $457K
Marshall Financial Group Inc. 0.14% Add +0.8% 6,038 $457K
Operose Advisors LLC 0.16% Add +204.7% 6,030 $456K
Hardin Capital Partners, LLC 0.28% No change 6,028 $456K
Aberdeen Wealth Management LLC 0.31% Reduce -1.6% 6,017 $455K
Marion Wealth Management 0.12% No change 6,016 $455K
DB Fitzpatrick & Co, Inc 0.42% Reduce -20.0% 5,999 $454K
Foundations Investment Advisors, LLC 0.01% Reduce -55.0% 5,970 $451K
Beese Fulmer Investment Management, Inc. 0.04% Add +0.1% 5,960 $451K
Colorado Capital Management, Inc. 0.22% Add +0.4% 5,912 $447K
HM Payson & Co. 0.01% Add +10.1% 5,905 $446K
Farrell Financial LLC 0.32% Reduce -0.1% 5,891 $445K
Cannon Financial Strategists, Inc. 0.08% No change 5,889 $445K
Taylor Hoffman Capital Management LLC 0.16% No change 5,877 $444K
Wetzel Investment Advisors, Inc. 0.22% Reduce -0.5% 5,812 $439K
Berkeley Capital Partners, LLC 0.12% Add +2.5% 5,785 $437K
Pacific Sage Partners, LLC 0.10% Add +0.5% 5,734 $434K
Sightline Wealth Advisors, LLC 0.23% Add +0.5% 5,732 $433K
Landmark Wealth Management, LLC 0.19% Add +2.3% 5,730 $433K
WestHill Financial Advisors, Inc. 0.10% Add +0.2% 5,683 $430K
Argus Investors' Counsel, Inc. 0.29% Add +56.1% 5,669 $429K
RTD Financial Advisors, Inc. 0.05% Reduce -1.2% 5,648 $427K
Bonfire Financial 0.39% — 5,646 $427K
Financial & Tax Architects, LLC 0.11% Reduce -97.6% 5,636 $426K
International Assets Investment Management, LLC 0.04% Add +3.3% 5,638 $425K
Schrum Private Wealth Management LLC 0.36% Reduce -51.6% 5,617 $425K
Forum Financial Management, LP 0.01% No change 5,611 $424K
Callan Capital, LLC 0.03% Add +1.4% 5,552 $420K
Wealth Dimensions Group, Ltd. 0.10% Add +19.1% 5,548 $420K
Petix & Botte Co 0.11% No change 5,546 $419K
Citizens National Bank Trust Department 0.09% No change 5,535 $419K
Continuum Advisory, LLC 0.05% Add +4.2% 5,522 $418K
Long Run Wealth Advisors, LLC 0.10% Add +1.4% 5,502 $416K
PFG Advisors 0.03% Reduce -14.9% 5,496 $416K
Leavell Investment Management, Inc. 0.02% Reduce -0.5% 5,487 $415K
Walled Lake Planning & Wealth Management, LLC 0.15% No change 5,484 $415K
YHB Investment Advisors, Inc. 0.03% Reduce -1.4% 5,472 $414K
Samalin Investment Counsel, LLC 0.18% Add +2.2% 5,465 $413K
Alpha Zero LLC 0.31% — 5,432 $411K
Fortress Private Ledger, LLC 0.25% — 5,432 $411K
Pacific Capital Wealth Advisors, Inc. 0.07% Add +233.3% 5,423 $410K
Frisch Financial Group, Inc. 0.12% Add +0.7% 5,407 $409K
Seven Mile Advisory 0.26% No change 5,393 $408K
Castle Wealth Management LLC 0.16% No change 5,366 $406K
Blue Barn Wealth, LLC 0.21% Add +2.5% 5,357 $405K
Telos Capital Management, Inc. 0.04% Reduce -4.1% 5,354 $405K
Sage Financial Group Inc. 0.03% Reduce -14.3% 5,345 $404K
Copley Financial Group, Inc. 0.31% Add +62.8% 5,330 $403K
Global Financial Private Client, LLC 0.15% No change 5,320 $402K
Dakota Wealth Management 0.01% Add +14.1% 5,293 $400K
Donaldson Capital Management, LLC 0.02% Add +9.0% 5,277 $399K
CPC Advisors, LLC 0.05% Add +24.3% 5,260 $398K
Clientfirst Wealth Management, LLC 0.40% — 5,250 $397K
CNB Bank 0.18% Reduce -0.0% 5,232 $396K
Plum Street Advisors, LLC 0.19% Add +1.2% 5,211 $394K
GHP Investment Advisors, Inc. 0.02% Add +2.9% 5,201 $393K
Pioneer Trust Bank N A 0.10% No change 5,200 $393K
North Star Asset Management Inc. 0.02% Reduce -0.9% 5,191 $392K
Bragg Financial Advisors, Inc 0.02% Reduce -3.2% 5,189 $392K
Community Trust & Investment Co. 0.02% Reduce -8.8% 5,185 $392K
NorthCrest Asset Manangement, LLC 0.01% Reduce -1.8% 5,180 $392K
Gables Capital Management Inc. 0.19% No change 5,179 $392K
Sound Stewardship, LLC 0.23% Add +5.9% 5,130 $388K
First Business Financial Services, Inc. 0.04% No change 5,128 $388K
Empirical Asset Management, LLC 0.13% No change 5,113 $387K
Headlands Technologies LLC 0.04% Reduce -76.4% 5,111 $386K
Key Financial Inc 0.09% Add +0.6% 5,104 $386K
Center for Financial Planning, Inc. 0.05% No change 5,103 $386K
Grayhawk Investment Strategies Inc. 0.73% New 5,097 $385K
Kavar Capital Partners Group, LLC 0.07% Reduce -1.1% 5,095 $385K
Pacific Financial Group Inc. 0.29% Add +80.4% 5,093 $385K
Blue Fin Capital, Inc. 0.07% Reduce -0.5% 5,084 $384K
Oak Family Advisors, LLC 0.15% Reduce -0.9% 5,080 $384K
Old Second National Bank of Aurora 0.09% No change 5,070 $383K
Climber Capital SA 0.32% — 5,070 $383K
HCR Wealth Advisors 0.05% No change 5,062 $383K
Alexander Randolph Advisory, Inc. 0.35% No change 5,042 $381K
Group One Trading LLC 0.01% New 5,036 $381K
Forza Wealth Management, LLC 0.17% No change 5,000 $378K
Great Lakes Advisors, LLC 0.00% No change 5,000 $378K
Index Fund Advisors, Inc. 0.02% Add +0.4% 4,974 $376K
Acima Private Wealth, LLC 0.13% No change 4,970 $376K
Vested Financial Planning, LLC 0.36% — 4,970 $376K
Garner Asset Management Corp 0.17% Add +1.9% 4,956 $375K
Family Manage LLC 0.06% Reduce -54.6% 4,958 $375K
Addison Advisors LLC 0.10% Add +1943.0% 4,944 $374K
Grandfield & Dodd, LLC 0.02% No change 4,921 $372K
Russell Investments Group, Ltd. 0.00% Add +40.7% 4,898 $370K
Integris Wealth Management, LLC 0.10% Add +4.7% 4,893 $370K
Axos Invest Inc. 0.27% Reduce -5.4% 4,890 $370K
Gradient Capital Advisors, LLC 0.12% No change 4,885 $369K
OMNI 360 Wealth, Inc. 0.24% Reduce -1.3% 4,852 $367K
Wealth Architects, LLC 0.04% Reduce -1.8% 4,847 $366K
Gutierrez Wealth Advisory, LLC 0.30% — 4,833 $365K
DBK Financial Counsel, LLC 0.37% No change 4,806 $363K
Trace Wealth Advisors, LLC 0.33% — 4,800 $363K
Meeder Advisory Services, Inc. 0.02% Reduce -5.0% 4,796 $363K
Members Wealth LLC 0.27% — 4,458 $360K
Rockwood Wealth Management, LLC 0.04% New 4,734 $358K
Ausdal Financial Partners, Inc. 0.03% Add +0.6% 4,729 $358K
MKT Advisors LLC 0.16% Reduce -13.8% 4,650 $357K
Wolff Wiese Magana LLC 0.24% Add +0.3% 4,709 $356K
Rogco, LP 0.14% Reduce -42.3% 4,691 $355K
Councilmark Asset Management, LLC 0.24% No change 4,680 $354K
Pinnacle Wealth Management Advisory Group, LLC 0.03% Reduce -2.1% 4,655 $352K
Fortitude Family Office, LLC 0.13% Add +14.7% 4,654 $352K
Northside Capital Management, LLC 0.09% No change 4,643 $351K
Meridian Financial Advisors, LLC 0.24% Add +0.3% 4,616 $349K
Sovran Advisors, LLC 0.05% — 4,644 $349K
Advisors Capital Management, LLC 0.01% Add +17.9% 4,568 $345K
Financial Partners Group, Inc 0.05% Add +0.1% 4,541 $343K
WP Advisors, LLC 0.11% Add +1.4% 4,540 $343K
Strategic Blueprint, LLC 0.02% Reduce -3.4% 4,536 $343K
Vawter Financial, Ltd. 0.21% No change 4,535 $343K
Aventura Private Wealth, LLC 0.18% — 4,531 $343K
Ipswich Investment Management Co., Inc. 0.08% No change 4,524 $342K
Navis Wealth Advisors, LLC 0.37% New 4,514 $341K
Eldridge Investment Advisors, Inc. 0.08% Add +5.9% 4,506 $341K
Hillcrest Wealth Advisors - NY, LLC 0.16% No change 4,500 $340K
American Investment Services, Inc. 0.06% Add +15.4% 4,477 $339K
HBC Financial Services, PLLC 0.21% Add +1.5% 4,472 $338K
Meridian Financial Partners LLC 0.18% No change 4,455 $337K
Interactive Financial Advisors, Inc. 0.18% Add +0.4% 4,443 $336K
Carrera Capital Advisors 0.08% Add +1.2% 4,436 $335K
Joseph Group Capital Management 0.13% Add +112.0% 4,432 $335K
Verum Partners LLC 0.10% No change 4,429 $335K
Baldwin Investment Management, LLC 0.04% New 4,428 $335K
North Berkeley Wealth Management, LLC 0.34% — 4,423 $334K
Up Strategic Wealth Investment Advisors LLC 0.33% No change 4,408 $333K
Essex Financial Services, Inc. 0.02% Add +1.5% 4,404 $333K
Bellwether Advisors, LLC 0.06% No change 4,401 $333K
Shelton Capital Management 0.01% Add +56.1% 4,329 $327K
Delta Investment Management, LLC 0.06% No change 4,326 $327K
Meridian Investment Counsel Inc. 0.10% Reduce -25.8% 4,323 $327K
Financial Insights, Inc. 0.13% Reduce -71.3% 4,320 $327K
Baltimore-Washington Financial Advisors, Inc. 0.02% Add +0.0% 4,316 $326K
Tradition Wealth Management, LLC 0.03% Add +0.3% 4,310 $326K
Charles Schwab Trust Co 0.03% No change 4,300 $325K
UNIVEST FINANCIAL Corp 0.02% No change 4,300 $325K
Cohen Klingenstein LLC 0.01% No change 4,300 $325K
HUB Investment Partners, LLC 0.01% Reduce -20.0% 4,298 $325K
Olde Wealth Management, LLC 0.12% No change 4,297 $324K
Northstar Advisory Group, LLC 0.16% Add +58.7% 4,277 $323K
ShoreHaven Wealth Partners, LLC 0.15% New 4,269 $323K
Searle & Co. 0.09% No change 4,269 $323K
Elwood & Goetz Wealth Advisory Group, LLC 0.08% Reduce -15.2% 4,268 $323K
New Covenant Trust Company, N.A. 0.32% No change 4,260 $322K
Wealthfront Advisers LLC 0.00% Add +11.0% 4,238 $320K
SMH Capital Advisors Inc. 0.77% Add +0.3% 4,233 $320K
Insight Advisors, LLC/ PA 0.05% Reduce -7.5% 4,224 $319K
Financial Alternatives, Inc 0.22% No change 4,200 $318K
First City Capital Management, Inc. 0.17% No change 4,200 $318K
Axis Wealth Partners, LLC 0.27% — 4,176 $316K
Timonier Family Office, LTD. 0.16% — 4,169 $315K
Arkos Global Advisors 0.05% No change 4,152 $314K
Fiduciary Group, LLC 0.03% Reduce -22.5% 4,142 $313K
Acorn Wealth Advisors, LLC 0.13% Reduce -3.1% 4,128 $312K
Horizon Investment Services, LLC 0.13% Add +13.8% 4,122 $312K
Transcendent Capital Group LLC 0.16% Add +0.1% 4,113 $311K
M Wealth Management, LLC 0.28% — 4,111 $311K
Diversify Advisory Services, LLC 0.02% New 4,114 $309K
Dynamic Financial Group 0.31% — 4,082 $309K
Vertex Planning Partners, LLC 0.07% Add +1.3% 4,078 $308K
Signaturefd, LLC 0.01% Reduce -21.1% 4,075 $308K
Wealthstream Advisors, Inc. 0.06% No change 4,068 $308K
Foster Victor Wealth Advisors, LLC 0.02% Add +0.1% 4,003 $307K
Archford Capital Strategies, LLC 0.05% Reduce -55.8% 4,028 $305K
S.A. Mason LLC 0.16% Reduce -4.7% 4,024 $304K
JPL Wealth Management, LLC 0.09% — 4,016 $304K
REDW Wealth LLC 0.11% Add +25.2% 4,014 $303K
Concord Wealth Partners 0.05% Reduce -0.1% 4,004 $303K
CPA Asset Management Group, LLC 0.14% No change 4,002 $303K
Godshalk Welsh Capital Management, Inc. 0.20% No change 4,000 $302K
GAMMA Investing LLC 0.03% Add +5.2% 3,996 $302K
Sendero Wealth Management, LLC 0.04% No change 3,988 $302K
Morton Capital Management LLC 0.06% No change 3,968 $300K
First Trust Advisors LP 0.00% New 3,956 $299K
Valley Financial Group, Inc. 0.21% No change 3,946 $298K
Comprehensive Money Management Services LLC 0.25% — 3,937 $298K
Asset Allocation & Management Company, LLC 0.16% No change 3,930 $297K
Kathmere Capital Management, LLC 0.03% Add +6.0% 3,925 $297K
Cozad Asset Management Inc. 0.03% Add +0.0% 3,921 $297K
Cherry Tree Wealth Management, LLC 0.07% Reduce -4.5% 3,921 $296K
Lakeridge Wealth Management LLC 0.15% Add +43.0% 3,891 $294K
Rothschild Wealth LLC 0.09% Reduce -86.1% 3,874 $293K
Ahl Investment Management, Inc. 0.20% Reduce -1.1% 3,869 $293K
one8zero8, LLC 0.06% — 3,866 $292K
Cornerstone Wealth Advisors, Inc. 0.08% No change 3,857 $292K
Bull Street Advisors, LLC 0.14% No change 3,853 $291K
Ritholtz Wealth Management 0.01% Add +11.3% 3,842 $291K
Pines Wealth Management, LLC 0.13% — 3,841 $288K
Johnson Financial Group, LLC 0.03% No change 3,794 $287K
Merkkuri Wealth Advisors LLC 0.23% Add +1.4% 3,790 $287K
Vermillion Wealth Management, Inc. 0.15% — 3,783 $286K
Phocas Financial Corp. 0.04% No change 3,760 $284K
Evernest Financial Advisors, LLC 0.07% No change 3,756 $284K
BankPlus Trust Department 0.09% — 3,744 $283K
Kohmann Bosshard Financial Services, LLC 0.03% Add +5.4% 3,736 $282K
Ami Investment Management Inc. 0.09% Reduce -10.9% 3,735 $282K
Discipline Wealth Solutions, LLC 0.13% Reduce -6.1% 3,732 $282K
Investor's Fiduciary Advisor Network, LLC 0.11% — 3,741 $282K
McElhenny Sheffield Capital Management, LLC 0.09% Add +0.8% 3,701 $280K
Next Level Private LLC 0.11% Add +0.0% 3,686 $279K
Bearing Point Capital, LLC 0.06% — 3,672 $278K
Cortland Associates Inc. 0.03% No change 3,665 $277K
Nottingham Advisors, Inc. 0.04% No change 3,659 $277K
Berkshire Money Management, Inc. 0.03% Reduce -97.7% 3,654 $276K
Gibson Capital, LLC 0.06% No change 3,649 $276K
Wealthstar Advisors, LLC 0.12% — 3,648 $276K
Pension & Wealth Management Advisors, Inc. 0.11% Add +14.5% 3,637 $275K
Morling Financial Advisors, LLC 0.10% Add +9.3% 3,622 $274K
Cornerstone Wealth Management, LLC 0.02% Reduce -15.3% 3,610 $273K
Uptown Financial Advisors LLC 0.29% — 3,599 $272K
Capital Advisory Group Advisory Services, LLC 0.10% Reduce -31.1% 3,595 $272K
Monetary Management Group Inc. 0.07% No change 3,595 $272K
Resources Management Corp. /CT/ 0.04% No change 3,585 $271K
Abound Wealth Management 0.09% Add +0.2% 3,575 $270K
BKM Wealth Management, LLC 0.11% Add +0.8% 3,572 $270K
GFG Capital, LLC 0.07% New 3,558 $269K
Bank of Stockton 0.08% Reduce -47.0% 3,538 $268K
Atalanta Sosnoff Capital, LLC 0.01% No change 3,531 $267K
MorganRosel Wealth Management, LLC 0.09% No change 3,529 $267K
Total Wealth Planning, LLC 0.04% Reduce -25.4% 3,527 $267K
Ascent Group, LLC 0.02% Reduce -48.7% 3,523 $266K
KCM Investment Advisors LLC 0.01% Reduce -11.3% 3,515 $266K
Institute for Wealth Management, LLC. 0.03% Add +8.3% 3,447 $261K
Guyasuta Investment Advisors Inc. 0.02% Reduce -0.6% 3,436 $260K
Watershed Private Wealth LLC 0.10% Reduce -3.9% 3,435 $260K
Philip James Wealth Mangement, LLC 0.03% No change 3,412 $258K
Aprio Wealth Management, LLC 0.04% No change 3,380 $256K
Global View Capital Management LLC 0.09% — 3,389 $255K
Holderness Investments Co. 0.06% Reduce -43.0% 3,373 $255K
Aureus Asset Management, LLC 0.02% New 3,372 $255K
Ballentine Capital Advisors, Inc 0.13% No change 3,364 $254K
Hanson & Doremus Investment Management 0.04% No change 3,360 $254K
Elser Financial Planning, Inc 0.02% No change 3,359 $254K
Jacobi Capital Management LLC 0.02% Add +0.7% 3,358 $254K
Lutz Financial Services LLC 0.02% No change 3,356 $254K
Windward Private Wealth Management Inc. 0.10% No change 3,350 $253K
Westwood Holdings Group Inc. 0.00% New 3,345 $253K
Motive Wealth Advisors 0.14% No change 3,343 $253K
Earned Wealth Advisors, LLC 0.08% Reduce -0.4% 3,343 $253K
West Paces Advisors Inc. 0.06% No change 3,339 $252K
M.E. Allison & Co., Inc. 0.28% — 3,337 $252K
Aspect Partners, LLC 0.15% Reduce -86.9% 3,328 $252K
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 0.04% No change 3,325 $251K
Avant Financial Advisors LLC 0.23% — 3,300 $250K
W.G. Shaheen & Associates DBA Whitney & Co 0.03% No change 3,300 $250K
Montag & Caldwell, LLC 0.05% Reduce -71.2% 3,298 $249K
HighMark Wealth Management LLC 0.14% No change 3,297 $249K
Chilton Investment Co. Inc. 0.01% No change 3,281 $248K
Financial Advisors, LLC 0.05% No change 3,274 $248K
Bigelow Investment Advisors, LLC 0.12% No change 3,248 $246K
Augustine Asset Management Inc. 0.06% Add +0.8% 3,239 $245K
Riversedge Advisors, LLC 0.06% No change 3,225 $244K
Melfa Wealth Management, Inc. 0.16% No change 3,225 $244K
SFG Wealth Management, LLC. 0.13% Add +0.0% 3,206 $242K
17 Capital Partners, LLC 0.15% New 3,199 $242K
Client 1ST Advisory Group, LLC 0.09% No change 3,196 $242K
Occidental Asset Management, LLC 0.04% Add +0.1% 3,187 $241K
Northwest Financial Advisors 0.20% New 3,185 $241K
Tsfg, LLC 0.05% Add +0.1% 3,174 $240K
Grey Ledge Advisors, LLC 0.06% Add +1.0% 3,166 $239K
Cooksen Wealth, LLC 0.22% No change 3,165 $239K
Sonata Capital Group Inc. 0.10% No change 3,167 $239K
PACK Private Wealth, LLC 0.14% No change 3,149 $238K
Avion Wealth 0.06% Add +0.2% 3,159 $238K
Octavia Wealth Advisors, LLC 0.03% Reduce -2.2% 3,140 $237K
Magnolia Capital Management Ltd. 0.19% New 3,135 $237K
Wealthcare Capital Management LLC 0.02% New 3,126 $236K
Means Investment Co., Inc. 0.02% New 3,121 $236K
TFB Advisors LLC 0.07% Add +3.6% 3,119 $236K
Meritage Portfolio Management 0.01% Add +4.8% 3,119 $236K
Kovack Advisors, Inc. 0.02% Add +17.3% 3,109 $235K
Everpar Advisors LLC 0.12% New 3,109 $235K
Summit Wealth Partners, LLC 0.05% No change 3,097 $234K
Creative Capital Management Investments LLC 0.10% Reduce -3.8% 3,095 $234K
Aurora Private Wealth, Inc. 0.18% Reduce -45.0% 3,099 $234K
EPG Wealth Management LLC 0.06% Reduce -24.3% 3,077 $233K
J.P. Marvel Investment Advisors, LLC 0.04% No change 3,069 $232K
Yoffe Investment Management, LLC 0.34% — 3,068 $232K
Sard Wealth Management Group, LLC 0.16% Add +1.3% 3,065 $232K
Medallion Wealth Advisors, LLC 0.11% — 3,034 $230K
Studio Investment Management LLC 0.05% Add +1035.1% 3,042 $230K
Financial Perspectives, Inc 0.08% Add +0.1% 3,035 $230K
Steigerwald, Gordon & Koch Inc. 0.03% Reduce -3.4% 3,030 $229K
FC Advisory LLC 0.08% Add +0.5% 3,029 $229K
Sargent Investment Group, LLC 0.04% Reduce -9.5% 3,045 $228K
HHM Wealth Advisors, LLC 0.03% No change 3,014 $228K
Northwest Bancshares, Inc. 0.04% Reduce -4.5% 3,008 $227K
Centurion Wealth Management LLC 0.07% No change 2,999 $227K
Legacy Advisors, LLC 0.02% Add +1.3% 2,957 $224K
Quadrant Private Wealth Management, LLC 0.05% New 2,952 $223K
American Trust 0.02% New 2,948 $223K
Elk River Wealth Management LLC 0.04% Reduce -3.2% 2,945 $223K
Jennison Associates LLC 0.00% New 2,927 $221K
Main Street Group, LTD 0.09% Reduce -14.6% 2,900 $219K
Angeles Wealth Management, LLC 0.02% No change 2,895 $219K
Moss Adams Wealth Advisors LLC 0.02% No change 2,892 $219K
Gen-Wealth Partners Inc 0.09% No change 2,890 $219K
TPG Advisors LLC 0.17% Add +7.0% 2,887 $218K
Ellevest, Inc. 0.01% Reduce -44.1% 2,886 $218K
Financial Life Advisors 0.08% Add +12.1% 2,874 $217K
Grant/GrossMendelsohn, LLC 0.11% Add +0.3% 2,870 $217K
Childress Capital Advisors, LLC 0.06% No change 2,867 $217K
Armor Investment Advisors, LLC 0.09% Add +4.7% 2,856 $216K
Heritage Wealth Management, Inc./Texas 0.13% Reduce -53.7% 2,855 $216K
First National Advisers, LLC 0.03% Reduce -3.1% 2,850 $215K
Willner & Heller, LLC 0.19% Add +1.4% 2,848 $215K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.03% Add +7.8% 2,842 $215K
Dearborn Partners LLC 0.01% No change 2,842 $215K
Evolution Wealth Advisors, LLC 0.04% Reduce -5.3% 2,831 $214K
Evensky & Katz LLC 0.01% Reduce -20.1% 2,827 $214K
Fonville Wealth Management LLC 0.07% Reduce -18.6% 2,820 $213K
Roof Eidam Maycock Peralta, LLC 0.06% No change 2,820 $213K
First Financial Corp. 0.10% No change 2,819 $213K
Trivium Point Advisory, LLC 0.03% New 2,815 $213K
Element Wealth, LLC 0.11% Reduce -4.5% 2,813 $213K
Von Berge Wealth Management Group, LLC 0.13% No change 2,652 $212K
Signature Estate & Investment Advisors LLC 0.01% Add +1.2% 2,796 $211K
FLC Capital Advisors 0.05% No change 2,786 $211K
Zeit Capital LLC 0.16% No change 2,620 $211K
Winthrop Capital Management, LLC 0.06% New 2,759 $209K
Bill Few Associates, Inc. 0.07% Reduce -22.4% 2,754 $208K
Spartan Planning & Wealth Management 0.19% — 2,740 $207K
Cranbrook Wealth Management, LLC 0.05% Add +0.9% 2,724 $206K
Transatlantique Private Wealth LLC 0.08% No change 2,715 $205K
Sensible Money, LLC 0.09% No change 2,702 $204K
Tillman Hartley LLC 0.06% No change 2,693 $204K
Sugarloaf Wealth Management, LLC 0.04% Add +0.8% 2,693 $204K
Widmann Financial Services, Inc. 0.16% Reduce -5.1% 2,691 $203K
Folger Nolan Fleming Douglas Capital Management, Inc. 0.02% Reduce -0.4% 2,690 $203K
Legacy Edge Advisors, LLC 0.03% Reduce -12.6% 2,670 $202K
Tranquilli Financial Advisor LLC 0.13% New 2,659 $201K
Willow Creek Wealth Management Inc. 0.02% No change 2,656 $201K
Private Management Group Inc. 0.01% Reduce -11.4% 2,655 $201K
Intellectus Partners, LLC 0.04% Add +1.9% 2,651 $200K
Gerber, LLC 0.15% No change 2,649 $200K
Richards, Merrill & Peterson, Inc. 0.10% — 2,638 $199K
Coppell Advisory Solutions LLC 0.03% Reduce -4.5% 2,629 $199K
Trivant Custom Portfolio Group, LLC 0.11% Add +2.4% 2,569 $194K
Birchbrook, Inc. 0.11% No change 2,489 $188K
Knights of Columbus Asset Advisors LLC 0.01% No change 2,479 $187K
Clearstead Trust, LLC 0.04% No change 2,478 $187K
Brown, Lisle/Cummings, Inc. 0.06% No change 2,474 $187K
Eagle Harbor Asset Management Inc. 0.19% Reduce -29.0% 10,034 $185K
Sachetta, LLC 0.07% No change 2,451 $185K
First Community Trust NA 0.13% No change 2,442 $185K
Capital Investment Advisory Services, LLC 0.02% Add +12.3% 2,409 $182K
Red Lighthouse Investment Management, LLC 0.07% No change 2,400 $181K
Delos Wealth Advisors, LLC 0.14% No change 2,355 $178K
Van Hulzen Asset Management, LLC 0.01% New 2,345 $177K
Westside Investment Management, Inc. 0.04% Add +0.1% 2,342 $177K
Concourse Financial Group Securities, Inc. 0.01% Reduce -84.8% 2,260 $177K
Logan Capital Management Inc. 0.01% No change 2,313 $175K
Perkins Coie Trust Co 0.04% Reduce -20.6% 2,271 $172K
Mowery & Schoenfeld Wealth Management, LLC 0.33% New 2,220 $168K
Raffa Wealth Management, LLC 0.04% Add +0.8% 2,150 $163K
Colonial Trust Advisors 0.01% Reduce -45.6% 2,110 $160K
USA Financial Formulas 0.02% Reduce -99.8% 2,096 $158K
Founders Financial Alliance, LLC 0.04% Add +0.3% 2,083 $158K
Cetera Trust Company, N.A 0.10% Add +107.5% 2,075 $157K
Kozak & Associates, Inc. 0.03% Add +1.1% 1,985 $150K
Centaurus Financial, Inc. 0.01% Reduce -95.0% 1,953 $148K
City State Bank 0.05% Reduce -6.4% 1,910 $144K
PrairieView Partners, LLC 0.01% No change 1,887 $142K
S&T Bank 0.05% New 1,870 $141K
Winnacle Wealth LLC 0.14% — 1,862 $141K
Rosenberg Matthew Hamilton 0.04% No change 1,817 $137K
NWK Group, Inc. 0.05% Add +6.5% 1,762 $133K
Maryland Capital Advisors Inc. 0.06% Reduce -20.6% 1,752 $132K
WealthCollab, LLC 0.08% No change 1,744 $132K
Weaver Capital Management LLC 0.04% Add +91.7% 1,731 $131K
Northwest Capital Management Inc 0.06% Reduce -8.3% 1,728 $131K
Schroder Investment Management Group 0.00% New 1,686 $127K
CVA Family Office, LLC 0.02% Add +0.1% 1,661 $126K
Harbor Capital Advisors, Inc. 0.01% Reduce -0.4% 1,658 $125K
ORG Partners LLC 0.02% Add +201.9% 1,621 $123K
Arax Advisory Partners 0.01% Add +300.3% 1,609 $122K
Creative Financial Designs Inc. 0.01% Add +1.3% 1,606 $121K
Archer Investment Corp 0.03% Add +0.1% 1,598 $121K
Icon Wealth Advisors, LLC 0.01% No change 1,587 $120K
Bruce G. Allen Investments, LLC 0.10% New 1,576 $119K
Front Row Advisors LLC 0.04% No change 1,520 $115K
Stonebridge Financial Group, LLC 0.01% — 1,514 $114K
Main Management LLC 0.01% No change 1,497 $113K
Atmos Advisory, LLC 0.08% New 1,462 $111K
Avalon Trust Co 0.01% Add +36.3% 1,457 $110K
SIMA Wealth Partners, LLC 0.09% No change 1,444 $109K
DecisionPoint Financial, LLC 0.03% No change 1,444 $109K
TD Capital Management LLC 0.01% Add +0.4% 1,436 $109K
Ballast Advisors LLC 0.03% Reduce -21.7% 1,414 $107K
Transce3nd, LLC 0.04% — 1,412 $107K
Union Savings Bank 0.05% No change 1,407 $106K
Pineridge Advisors LLC 0.04% Add +1.4% 1,353 $102K
GPS Wealth Strategies Group, LLC 0.01% Add +0.7% 1,347 $102K
CoreCap Advisors, LLC 0.00% Reduce -97.6% 1,345 $102K
Barrett & Company, Inc. 0.04% No change 1,298 $98K
Davis Capital Management 0.08% No change 1,293 $98K
Frazier Financial Advisors, LLC 0.08% Add +0.7% 1,262 $95K
Windsor Advisory Group, LLC 0.11% Add +0.2% 1,244 $94K
Glassman Wealth Services 0.02% Add +697.4% 1,204 $91K
DHJJ Financial Advisors, Ltd. 0.04% Reduce -2.5% 1,193 $90K
Cornerstone National Bank & Trust Co 0.04% No change 1,186 $90K
Kings Path Partners LLC 0.04% No change 1,175 $89K
Ridgewood Investments LLC 0.04% No change 1,149 $87K
Bogart Wealth, LLC 0.00% Add +14.7% 1,149 $87K
Tidemark, LLC 0.03% No change 1,148 $87K
MGB Wealth Management, LLC 0.03% Add +6.1% 1,130 $85K
Spectrum Wealth Counsel, LLC 0.01% Add +2.8% 1,126 $85K
Albion Financial Group 0.01% No change 1,107 $84K
Coston, McIsaac & Partners 0.02% No change 1,106 $83K
IAG Wealth Partners, LLC 0.01% No change 1,094 $83K
Olistico Wealth, LLC 0.05% No change 1,075 $81K
Empowered Funds, LLC 0.00% New 1,042 $79K
Hopwood Financial Services, Inc. 0.06% — 1,035 $78K
Hamilton Point Investment Advisors, LLC 0.01% Reduce -48.6% 1,022 $77K
Trifecta Capital Advisors, LLC 0.02% New 1,015 $77K
Talon Private Wealth, LLC 0.02% No change 1,008 $76K
Harris Associates (Oakmark Funds) 0.00% No change 972 $73K
Granite Investment Partners, LLC 0.00% No change 950 $72K
Midwest Capital Advisors, LLC 0.05% — 949 $72K
Breakwater Investment Management 0.03% No change 929 $70K
Wintrust Investments LLC 0.06% Reduce -10.3% 911 $68K
Mountain Hill Investment Partners Corp. 0.07% — 894 $68K
Millstone Evans Group, LLC 0.05% — 890 $67K
Harel Insurance Investments & Financial Services Ltd. 0.00% No change 883 $66K
West Financial Advisors, LLC 0.01% Add +141.0% 870 $66K
Cary Street Partners Investment Advisory LLC 0.04% Reduce -97.4% 866 $65K
Sound Income Strategies, LLC 0.00% Reduce -97.3% 862 $65K
Armstrong Advisory Group, Inc. 0.01% Add +3070.4% 856 $65K
Beacon Capital Management, LLC 0.01% Add +1.4% 850 $64K
Atala Financial Inc 0.04% — 843 $64K
Guardian Wealth Advisors, LLC / NC 0.01% New 831 $63K
Smartleaf Asset Management LLC 0.01% Add +0.2% 828 $63K
Valued Wealth Advisors LLC 0.04% Reduce -14.1% 797 $60K
Pin Oak Investment Advisors Inc. 0.05% No change 685 $57K
Piscataqua Savings Bank 0.05% No change 735 $56K
Sittner & Nelson, LLC 0.02% No change 720 $54K
Longview Financial Advisors LLC 0.04% — 719 $54K
Balentine LLC 0.00% Reduce -7.9% 710 $54K
Bank Julius Baer & Co. Ltd, Zurich 0.00% No change 688 $52K
Curio Wealth, LLC 0.03% — 681 $51K
First United Bank & Trust 0.02% Reduce -3.4% 680 $51K
Synergy Asset Management, LLC 0.00% New 613 $51K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.01% Add +17.7% 665 $50K
Robinswood Financial LLC 0.02% Add +0.5% 653 $49K
Endeavor Private Wealth, Inc. 0.05% — 651 $49K
POM Investment Strategies, LLC 0.04% Add +186.6% 639 $48K
Ameriflex Group, Inc. 0.02% — 585 $46K
SYM FINANCIAL Corp 0.01% Add +81.7% 607 $46K
Kentucky Trust Co 0.03% — 600 $45K
Alexis Investment Partners, LLC 0.02% — 599 $45K
Kennebec Savings Bank 0.04% No change 590 $44K
Wood Tarver Financial Group, LLC 0.01% — 590 $44K
Roxbury Financial LLC 0.04% — 541 $43K
Creekmur Asset Management LLC 0.01% Add +0.9% 530 $40K
Bear Mountain Capital, Inc. 0.02% No change 508 $40K
GoalVest Advisory LLC 0.01% No change 522 $39K
Horizon Investments, LLC 0.00% Add +1.4% 517 $39K
Bfsg, LLC 0.00% Add +5.1% 514 $39K
Advantage Trust Co 0.02% No change 500 $38K
Ramirez Asset Management, Inc. 0.01% No change 500 $38K
Dunhill Financial, LLC 0.02% No change 486 $37K
Ascentis Wealth Management, LLC 0.01% Add +5.2% 485 $37K
MPWM Advisory Solutions, LLC 0.03% — 478 $36K
Murphy & Mullick Capital Management Corp 0.03% — 475 $36K
Financial Freedom, LLC 0.02% Add +1.6% 457 $35K
Fairscale Capital, LLC 0.03% No change 454 $34K
Hoese & Co LLP 0.03% No change 450 $34K
Foster Dykema Cabot & Partners, LLC 0.00% Reduce -28.3% 441 $33K
Park Square Financial Group, LLC 0.02% — 438 $33K
Consultiva Wealth Management, Corp. 0.16% New 426 $32K
Parkworth Wealth Management, Inc. 0.03% — 417 $32K
Pacifica Partners Inc. 0.01% No change 412 $31K
AllSquare Wealth Management LLC 0.02% Add +92.7% 395 $30K
Howe & Rusling Inc. 0.00% Add +12.7% 373 $28K
Rice Partnership, LLC 0.01% No change 358 $27K
Synergy Investment Management, LLC 0.01% — 315 $24K
Elequin Capital, LP 0.00% New 309 $23K
Nemes Rush Group LLC 0.00% New 301 $23K
Tacita Capital Inc 0.02% No change 300 $23K
Atlas Capital Advisors Inc. 0.00% No change 299 $23K
Caldwell Sutter Capital, Inc. 0.01% No change 292 $22K
FNY Investment Advisers, LLC 0.01% New 300 $22K
Briaud Financial Planning Inc 0.01% New 296 $22K
Kiely Wealth Advisory Group, Inc. 0.01% No change 258 $21K
EnRich Financial Partners LLC 0.01% No change 273 $21K
FSA Wealth Management LLC 0.01% No change 263 $20K
VSM Wealth Advisory, LLC 0.01% — 263 $20K
Rise Advisors, LLC 0.01% Add +1.2% 253 $19K
Granite FO LLC 0.01% No change 252 $19K
Bollard Group LLC 0.00% Reduce -45.4% 237 $18K
Gleason Group, Inc. 0.00% Add +1.3% 236 $18K
Insight Inv LLC 0.01% New 230 $17K
Winch Advisory Services, LLC 0.00% New 228 $17K
Pflug Koory, LLC 0.00% No change 226 $17K
Centennial Bank 0.01% Reduce -10.0% 225 $17K
Eagle Bay Advisors LLC 0.01% No change 224 $17K
Tucker Asset Management LLC 0.00% Reduce -96.3% 200 $15K
CoreFirst Bank & Trust 0.01% No change 199 $15K
ZynergyRetirementPlanningLLC 0.01% No change 174 $15K
Caitlin John, LLC 0.01% Reduce -30.2% 185 $14K
C M Bidwell & Associates Ltd. 0.01% No change 182 $14K
Fourth Dimension Wealth, LLC 0.01% — 177 $13K
Quest 10 Wealth Builders, Inc. 0.01% — 174 $13K
Field & Main Bank 0.00% No change 174 $13K
Fortis Group Advisors, LLC 0.00% No change 173 $13K
Aviso Financial Inc. 0.00% New 173 $13K
Burkett Financial Services, LLC 0.01% Reduce -0.6% 172 $13K
CKW Financial Group 0.00% Add +1.2% 173 $13K
Integrity Financial Corp 0.01% Reduce -5.6% 170 $13K
Hazlett, Burt & Watson, Inc. 0.01% No change 155 $12K
Realta Investment Advisors 0.00% Reduce -73.0% 154 $12K
Ruedi Wealth Management, Inc. 0.00% No change 150 $11K
Nordwand Advisors, LLC 0.00% No change 149 $11K
Ransom Advisory, Ltd 0.01% No change 146 $11K
FWL Investment Management, LLC 0.00% No change 141 $11K
Accredited Wealth Management, LLC 0.01% — 138 $10K
Bank & Trust Co 0.01% No change 135 $10K
1620 Investment Advisors, Inc. 0.01% Reduce -90.8% 130 $10K
Cape Investment Advisory, Inc. 0.00% No change 117 $9K
American Capital Advisory, LLC 0.00% No change 114 $9K
Jackson, Grant Investment Advisers, Inc. 0.00% Add +1.8% 113 $9K
Sugar Maple Asset Management, LLC 0.01% New 109 $8K
Tanaka Capital Management Inc. 0.02% No change 103 $8K
Sawyer & Company, Inc 0.00% No change 109 $8K
Princeton Global Asset Management LLC 0.00% No change 100 $8K
Graney & King, LLC 0.01% — 99 $7K
Horrell Capital Management, Inc. 0.00% No change 95 $7K
Hara Capital LLC 0.00% No change 91 $7K
Pacific Center for Financial Services 0.00% No change 89 $7K
Atwood & Palmer Inc. 0.00% No change 84 $6K
Conquis Financial LLC 0.01% — 83 $6K
Lowe Wealth Advisors, LLC 0.00% No change 77 $6K
Louisbourg Investments Inc. 0.00% No change 75 $6K
Gould Capital, LLC 0.00% Reduce -91.9% 72 $5K
Provident Wealth Management, LLC 0.00% No change 71 $5K
Sanctuary Wealth Management, L.L.C. 0.00% No change 70 $5K
Kiker Wealth Management, LLC 0.00% — 64 $5K
Thompson Investment Management, Inc. 0.00% No change 62 $5K
WR Wealth Planners, LLC 0.00% No change 60 $5K
Raleigh Capital Management Inc. 0.00% New 60 $5K
MeadowBrook Investment Advisors LLC 0.00% No change 54 $4K
Financial Management Professionals, Inc. 0.00% Reduce -91.9% 53 $4K
Allianz Asset Management GmbH 0.00% Add +9.5% 46 $3K
Comprehensive Financial Planning, Inc. 0.00% — 44 $3K
North Ridge Wealth Advisors, Inc. 0.00% New 40 $3K
NFSG Corp 0.00% New 35 $3K
Luken Investment Analytics, LLC 0.00% No change 31 $2K
Richardson Financial Services Inc. 0.00% New 28 $2K
Lanark Financial, Inc. 0.19% — 26 $2K
Transamerica Financial Advisors, LLC 0.00% No change 2 $1K
Investors Research Corp 0.00% Reduce -95.5% 5 $378
REAP Financial Group, LLC 0.00% No change 4 $302
Capstone Investment Advisors, LLC 0.00% Reduce -100.0% 1 $76

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