iShares MSCI Eafe ETFEFAETF

13F holders, Q1 2025 (March 31)
1,963holders +20
123new positions
99sold out
8famous investors
$81.71avg. 13F price*

At the end of Q1 2025, 1,963 institutions reported holding iShares MSCI Eafe ETF (EFA) in their 13F filings, up 20 from Q4 2024. 123 opened new positions and 99 sold out. The largest holders were BlackRock, Inc. ($9.5B), Bank of America Corp. ($3.0B) and Goldman Sachs Group Inc. ($3.0B). 8 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 Jim Simons / Peter Brown (0.0% of Renaissance Technologies'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 Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions123$437.3M
Exits99$536.9M

All 13F filers, Q4 2024 → Q1 2025: 58,225,979 shares bought and 42,259,505 shares sold, net +15,966,474 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,963 holders

BlackRock, Inc. 0.20% Add +22.2% 116,399,721 $9.5B
Bank of America Corp. 0.27% Add +0.0% 36,678,410 $3.0B
Goldman Sachs Group Inc. 0.56% Reduce -8.8% 36,195,106 $3.0B
Morgan Stanley 0.16% Add +13.5% 26,728,419 $2.2B
JPMorgan Chase & Co. 0.14% Reduce -0.2% 22,013,909 $1.8B
Northern Trust Corp. 0.25% Reduce -2.2% 20,314,523 $1.7B
Wells Fargo & Company 0.29% Reduce -2.6% 14,550,988 $1.2B
Northwestern Mutual Investment Management Company, LLC 18.21% Add +63.1% 14,037,846 $1.1B
UBS Group AG 0.20% Reduce -5.8% 10,992,418 $898.4M
FMR LLC 0.05% Reduce -2.2% 9,247,342 $755.8M
Royal Bank of Canada 0.16% Add +11.4% 8,939,447 $730.6M
PNC Financial Services Group, Inc. 0.37% Reduce -2.9% 8,660,639 $707.8M
TD Asset Management Inc 0.64% Add +29.7% 8,517,440 $696.1M
Bank of New York Mellon Corp 0.13% Reduce -2.5% 7,765,138 $634.6M
US Bancorp \de 0.82% Reduce -0.1% 7,504,747 $613.4M
Envestnet Asset Management Inc. 0.16% Reduce -16.0% 6,239,396 $509.9M
AlTi Global, Inc. 12.42% Reduce -21.3% 5,797,378 $473.8M
BNP Paribas Financial Markets 0.29% Add +104.2% 4,555,316 $372.3M
LPL Financial LLC 0.13% Add +6.5% 4,212,629 $344.3M
Corient Private Wealth LP 0.51% Add +105.4% 3,828,338 $312.9M
Bank of Montreal 0.16% Reduce -2.2% 3,753,738 $306.8M
Truist Financial Corp. 0.43% Reduce -2.4% 3,292,866 $269.1M
Jones Financial Companies LLLP 0.24% Reduce -25.8% 3,230,661 $266.1M
Raymond James Financial Inc. 0.10% Reduce -7.9% 3,151,727 $257.6M
Mariner, LLC 0.40% Reduce -0.9% 2,926,968 $239.3M
Sand Hill Global Advisors, LLC 9.51% Add +3.5% 2,825,948 $231.0M
Prudential Financial Inc. 0.32% Add +48.4% 2,728,084 $223.0M
CIBC Asset Management Inc 0.73% Reduce -12.9% 2,684,327 $219.4M
Ameriprise Financial Inc. 0.06% Reduce -13.2% 2,602,858 $212.8M
Regions Financial Corp. 1.48% Reduce -1.8% 2,433,111 $198.9M
Northwestern Mutual Wealth Management Co. 0.16% Add +2.0% 2,343,426 $191.5M
Natixis Advisors, LLC 0.34% Reduce -32.6% 2,269,826 $185.5M
Hackensack Meridian Health, Inc. 20.82% Reduce -7.5% 2,238,932 $183.0M
Badgley Phelps Wealth Managers, LLC 4.41% Reduce -1.5% 2,234,468 $182.6M
Mackenzie Financial Corp. 0.26% Add +7.3% 2,231,792 $182.4M
SG Americas Securities, LLC 0.62% Add +4842.1% 2,208,918 $180.5M
Citigroup Inc. 0.14% Add +292.4% 2,177,135 $177.9M
Creative Planning 0.16% Add +4.4% 2,110,629 $172.5M
Hirtle & Co., LLC 7.57% Reduce -0.6% 2,040,100 $166.7M
M&T Bank Corp 0.60% Reduce -3.0% 2,009,978 $164.3M
Comerica Bank 0.61% Reduce -6.2% 1,772,621 $144.9M
Cullen/Frost Bankers, Inc. 1.95% Add +6.9% 1,701,899 $139.1M
Keybank National Association 0.56% Reduce -0.2% 1,697,673 $138.8M
Rockefeller Capital Management L.P. 0.33% Reduce -6.4% 1,625,310 $132.8M
Barclays PLC 0.06% Reduce -30.1% 1,492,729 $122.0M
Stifel Financial Corp. 0.13% Reduce -11.0% 1,484,403 $121.3M
Financial Engines Advisors L.L.C. 0.26% Reduce -6.1% 1,471,280 $120.2M
HighTower Advisors, LLC 0.16% Reduce -3.8% 1,464,394 $119.7M
Arvest Bank Trust Division 7.29% Reduce -0.7% 1,410,978 $115.3M
Jane Street Group, LLC 0.20% Reduce -46.1% 1,374,628 $112.3M
Bailard, Inc. 2.85% Add +208.7% 1,351,236 $110.4M
Baird Financial Group, Inc. 0.21% Add +1.1% 1,334,869 $109.1M
Fifth Third Bancorp 0.40% Reduce -8.8% 1,286,369 $105.1M
Captrust Financial Advisors 0.26% Add +9.9% 1,341,403 $104.3M
Mercer Global Advisors Inc. 0.24% Add +9.5% 1,270,983 $103.9M
Halbert Hargrove Global Advisors, LLC 5.58% Add +4335.0% 1,198,109 $97.9M
HSBC Holdings PLC 0.06% Add +50.7% 1,187,623 $96.2M
Commonwealth Equity Services, LLC 0.13% Add +0.6% 1,129,153 $92.3M
Wealthspire Advisors, LLC 0.55% Add +100.7% 1,123,916 $91.9M
Susquehanna International Group, LLP 0.14% Reduce -75.1% 1,041,364 $85.1M
Board of Trustees of The Leland Stanford Junior University 7.19% No change 1,037,854 $84.8M
Linscomb Wealth, Inc. 4.22% Reduce -2.0% 1,037,175 $84.8M
CIBC Private Wealth Group LLC 0.18% Reduce -2.0% 1,142,476 $83.4M
Wealth Enhancement Advisory Services, LLC 0.16% Add +5.7% 996,046 $81.4M
Bokf, NA 1.40% Add +1.0% 969,717 $79.3M
WoodTrust Financial Corp 10.97% Add +7.4% 957,924 $78.3M
Pathstone Holdings, LLC 0.34% Reduce -1.9% 957,144 $78.2M
Qube Research & Technologies Ltd 0.12% New 949,490 $77.6M
Glenmede Trust Co. NA 0.40% Reduce -0.2% 906,807 $74.1M
Ensign Peak Advisors, Inc 0.14% No change 865,269 $70.7M
Capital International Investors 0.01% Reduce -81.0% 850,881 $70.2M
Cetera Investment Advisers 0.13% Add +3.1% 843,030 $68.9M
Miller Investment Management, LP 7.50% Reduce -0.1% 829,704 $67.8M
Osaic Holdings, Inc. 0.15% Add +20.7% 811,937 $66.4M
Blair William & Co. 0.20% Reduce -2.5% 804,334 $65.7M
Allspring Global Investments Holdings, LLC 0.11% Add +3.9% 794,901 $65.0M
Valmark Advisers, Inc. 0.98% Add +1.8% 791,489 $64.7M
Janney Montgomery Scott LLC 0.17% Reduce -0.5% 733,802 $60.0M
Franklin Resources Inc. 0.02% Add +3.8% 724,987 $59.3M
Hancock Whitney Corp. 1.92% Add +15.3% 720,580 $58.9M
Becker Capital Management Inc. 1.94% Add +2.0% 719,562 $58.8M
Alliancebernstein L.P. 0.02% Add +6.0% 718,712 $58.7M
AMG National Trust Bank 1.64% Reduce -4.5% 716,473 $58.6M
Mesirow Financial Investment Management, Inc. 1.13% Add +98.0% 716,012 $58.5M
Stock Yards Bank & Trust Co. 2.08% Add +0.3% 714,348 $58.4M
Wilmington Savings Fund Society, FSB 1.08% Add +1.2% 705,676 $57.7M
Cresset Asset Management, LLC 0.29% Add +0.2% 703,050 $57.5M
Brown Advisory Inc. 0.08% Reduce -1.3% 670,417 $54.8M
MML Investors Services, LLC 0.18% Reduce -5.8% 663,817 $54.3M
BIP Wealth, LLC 3.47% Add +0.4% 651,518 $53.2M
Deutsche Bank AG 0.02% Reduce -9.0% 650,082 $53.1M
Bontempo Ohly Capital Mgmt LLC 25.45% Add +2.6% 645,846 $52.8M
Accredited Investors Inc. 3.26% Reduce -17.4% 642,312 $52.5M
Valeo Financial Advisors, LLC 1.46% Add +6.9% 641,851 $52.5M
Cibc World Market Inc. 0.12% Add +9.0% 639,491 $52.3M
NorthCoast Asset Management LLC 0.26% Add +8.9% 625,053 $51.1M
SCS Capital Management LLC 0.65% Add +23.6% 621,092 $50.8M
First Horizon Advisors, Inc. 1.39% Reduce -2.8% 601,616 $49.2M
Bank of Nova Scotia 0.11% Reduce -2.1% 594,242 $48.6M
Painted Porch Advisors LLC 20.05% Add +109.3% 585,947 $47.9M
Modera Wealth Management, LLC 0.63% Reduce -2.2% 568,863 $46.5M
Confluence Wealth Services, Inc. 2.88% Add +10.1% 553,163 $45.7M
Focus Partners Wealth 0.11% Reduce -16.9% 559,050 $45.7M
CW Advisors, LLC 0.54% Reduce -2.5% 550,732 $45.0M
MassMutual Private Wealth & Trust, FSB 1.30% Reduce -3.7% 550,387 $45.0M
Wit, LLC 1.26% Reduce -2.9% 418,588 $44.2M
Choreo, LLC 0.67% Reduce -2.5% 529,583 $43.3M
Fiducient Advisors LLC 5.39% Add +1.0% 527,814 $43.1M
Savant Capital, LLC 0.35% Reduce -3.5% 508,108 $41.5M
MainStreet Investment Advisors LLC 6.01% Reduce -3.9% 505,738 $41.3M
LBMC Investment Advisors, LLC 3.20% Reduce -0.7% 500,675 $40.9M
Waterway Wealth Management, LLC 16.92% Reduce -19.9% 496,763 $40.6M
Corebridge Financial, Inc. 0.23% Reduce -26.4% 494,000 $40.4M
HT Partners LLC 13.83% Reduce -14.5% 493,260 $40.3M
State of Wyoming 5.31% Reduce -1.4% 489,694 $40.0M
BTC Capital Management, Inc. 3.63% Add +6.3% 485,124 $39.7M
NewEdge Wealth, LLC 0.72% Reduce -15.3% 483,600 $39.5M
Johnson Investment Counsel Inc. 0.38% Add +0.3% 483,011 $39.5M
TD Private Client Wealth LLC 1.09% Add +4.5% 482,566 $39.4M
Clearstead Advisors, LLC 0.61% Add +5.0% 481,567 $39.4M
Lazard Asset Management LLC 0.07% Reduce -69.7% 477,116 $39.0M
Nisa Investment Advisors, LLC 0.19% Add +3.4% 474,750 $38.8M
Trustmark Bank Trust Department 2.84% Add +9.4% 468,459 $38.3M
Citizens Financial Group Inc. 0.75% Reduce -8.4% 466,285 $38.1M
Lepercq De Neuflize Asset Management LLC 36.87% No change 466,000 $38.1M
Greenleaf Trust 0.35% Reduce -0.6% 464,851 $38.0M
Synovus Financial Corp. 0.49% Reduce -5.4% 462,732 $37.8M
IFG Advisors, LLC 7.27% Add +3.4% 461,863 $37.7M
Fiera Capital Corp 0.13% Add +7.0% 455,292 $37.2M
1ST Source Bank 2.17% Reduce -4.8% 451,563 $36.9M
Turim 21 Investimentos Ltda. 9.86% New 449,263 $36.7M
Destination Wealth Management 1.11% Reduce -1.0% 432,349 $35.3M
Greenfield FTC, Inc. 8.19% Reduce -51.7% 431,679 $35.3M
Country Club Bank 2.35% Add +7.7% 422,430 $34.8M
FineMark National Bank & Trust 1.26% Reduce -0.8% 423,028 $34.6M
Equitable Holdings, Inc. 0.33% Add +0.4% 421,803 $34.5M
OMERS ADMINISTRATION Corp 0.30% No change 420,175 $34.4M
Principal Financial Group Inc. 0.02% Add +104.2% 411,451 $33.6M
Cambridge Investment Research Advisors, Inc. 0.11% Add +2.3% 406,594 $33.2M
Paulson Wealth Management Inc. 9.30% Add +2.4% 404,067 $33.0M
Ballentine Partners, LLC 0.56% Add +2.6% 395,288 $32.3M
Advisors Preferred, LLC 4.32% New 393,443 $32.2M
MAI Capital Management 0.24% Reduce -0.5% 392,971 $32.1M
Keel Point, LLC 2.44% Reduce -8.1% 384,814 $31.5M
Sanctuary Advisors, LLC 0.22% Add +129.9% 382,975 $31.3M
Ethos Financial Group, LLC 2.99% Add +108.7% 381,192 $31.2M
Ieq Capital, LLC 0.25% Add +0.1% 378,255 $30.9M
DT Investment Partners, LLC 2.92% No change 370,143 $30.3M
Commerce Bank 0.19% Reduce -2.3% 370,007 $30.2M
Arbor Investment Advisors, LLC 3.94% Reduce -0.9% 352,551 $28.8M
Pinnacle Financial Partners Inc 0.58% Add +7.0% 353,697 $28.8M
Grant Street Asset Management, Inc. 7.04% Add +13.2% 351,822 $28.8M
Parkside Advisors LLC 6.91% Reduce -1.2% 351,031 $28.7M
D.A. Davidson & Co. 0.23% Reduce -0.3% 349,148 $28.5M
Arrowstreet Capital, Limited Partnership 0.02% Reduce -37.3% 348,477 $28.5M
Unique Wealth, LLC 5.37% Add +29.4% 347,644 $28.4M
HRT Financial LP 0.18% New 341,704 $27.9M
NorthRock Partners, LLC 0.93% Reduce -8.6% 340,318 $27.8M
Retirement Systems of Alabama 0.11% No change 335,666 $27.4M
Moneta Group Investment Advisors LLC 0.38% Add +2.7% 333,093 $27.2M
Kestra Advisory Services, LLC 0.13% Reduce -10.3% 331,703 $27.1M
Aristotle Capital Management, LLC 0.05% Reduce -66.1% 331,106 $27.1M
Oppenheimer Asset Management Inc. 0.33% Add +3.5% 329,993 $27.0M
Thrivent Financial for Lutherans 0.06% Reduce -2.8% 334,057 $26.7M
Conning Inc. 0.97% Add +6.2% 322,459 $26.4M
First Commonwealth Financial Corp 6.08% Add +7.2% 316,085 $25.8M
Brewster Financial Planning LLC 19.05% Add +3.4% 315,398 $25.8M
Stairway Partners, LLC 1.58% Reduce -0.1% 314,475 $25.7M
Quest Investment Management LLC 3.18% Add +53.7% 314,106 $25.7M
Healthcare of Ontario Pension Plan Trust Fund 0.06% No change 306,000 $25.0M
StoneX Group Inc. 1.37% Add +8.3% 305,968 $25.0M
MetLife Investment Management, LLC 0.13% Reduce -57.9% 305,500 $25.0M
Christopher J. Hasenberg, Inc 10.36% New 304,935 $25.0M
Jasper Ridge Partners, L.P. 0.80% No change 304,801 $24.9M
Verition Fund Management LLC 0.15% New 303,177 $24.8M
Orion Porfolio Solutions, LLC 0.24% Add +4.6% 303,172 $24.8M
Orion Portfolio Solutions, LLC 0.24% Add +4.6% 303,172 $24.8M
Federated Hermes, Inc. 0.05% Add +146.3% 295,500 $24.2M
Avantax Advisory Services, Inc. 0.15% Reduce -12.6% 294,704 $24.1M
Atria Investments, Inc 0.31% Reduce -2.5% 292,539 $23.9M
Tanglewood Wealth Management, Inc. 2.68% Reduce -5.8% 292,006 $23.9M
New Harbor Financial Group, LLC 6.25% New 287,581 $23.5M
Courier Capital LLC 1.53% Add +0.2% 286,054 $23.4M
Arrien Investments, Inc. 16.75% Add +0.1% 285,815 $23.4M
Verger Capital Management LLC 10.06% Add +7.8% 279,770 $22.9M
Latigo Investments, LLC 12.14% No change 278,590 $22.8M
iA Global Asset Management Inc. 0.38% Add +67.5% 272,084 $22.2M
EP Wealth Advisors, LLC 0.18% Reduce -74.9% 268,935 $22.0M
IFP Advisors, Inc 0.67% Add +8.1% 265,486 $21.7M
Composition Wealth, LLC 0.43% Reduce -1.3% 260,498 $21.3M
Cibc World Markets Corp. 0.16% Add +43.0% 254,590 $20.8M
Red Cedar Investment Management, LLC 2.88% New 254,276 $20.8M
Colton Groome Financial Advisors, LLC 7.96% Reduce -4.0% 242,114 $20.5M
Toronto Dominion Bank 0.05% Add +297.9% 248,453 $20.3M
Salomon & Ludwin, LLC 2.14% Reduce -3.7% 245,823 $20.1M
Allie Family Office LLC 11.00% Reduce -3.1% 245,195 $20.0M
Flputnam Investment Management Co. 0.37% Add +1.8% 244,444 $20.0M
Mondrian Investment Partners LTD 0.34% Add +287.7% 243,915 $19.9M
Prosperity Planning, Inc. 8.97% Add +2.4% 243,645 $19.9M
Portland Global Advisors LLC 2.51% Reduce -0.3% 243,289 $19.9M
Pittenger & Anderson Inc. 0.73% Add +4.2% 242,723 $19.8M
Vestor Capital, LLC 1.63% Reduce -2.4% 242,712 $19.8M
US Financial Advisors, LLC 5.80% Add +9.8% 240,077 $19.6M
Beacon Pointe Advisors, LLC 0.22% Add +3.6% 237,169 $19.4M
Brown Brothers Harriman & Co. 0.14% Add +6.4% 237,106 $19.4M
Brighton Jones LLC 0.62% Reduce -0.7% 234,790 $19.2M
Cornerstone Management, Inc. 3.51% Reduce -2.8% 229,575 $18.8M
Financial & Tax Architects, LLC 4.66% Add +3931.5% 227,216 $18.6M
Waverly Advisors, LLC 0.23% Reduce -1.5% 226,768 $18.5M
AQR Capital Management 0.02% Add +227.8% 221,206 $18.1M
Parallel Advisors, LLC 0.40% Add +0.8% 216,721 $17.7M
Financial Counselors Inc. 0.26% Add +0.3% 210,585 $17.2M
Venturi Wealth Management, LLC 0.90% Add +18.8% 210,227 $17.2M
HB Wealth Management, LLC 0.14% Add +15.2% 208,557 $17.0M
Taikang Asset Management (Hong Kong) Co Ltd 2.29% Add +2.8% 205,783 $16.8M
Inspire Trust Co, N.A. 3.98% Add +0.6% 204,970 $16.8M
Cape Ann Savings Bank 10.50% Add +4.1% 204,870 $16.7M
Verdence Capital Advisors LLC 1.28% Add +3.9% 204,815 $16.7M
Connable Office Inc. 1.78% Reduce -19.4% 204,760 $16.7M
Fiduciary Trust Co 0.22% Reduce -0.8% 204,669 $16.7M
Integrity Alliance, Llc. 0.65% Add +53.1% 201,035 $16.4M
Heartwood Wealth Advisors LLC 1.84% Add +4.2% 197,501 $16.1M
National Philanthropic Trust 0.26% Add +1.8% 195,244 $16.0M
Renaissance Technologies 0.02% New 191,600 $15.7M
Silvercrest Asset Management Group LLC 0.11% Add +20.6% 191,467 $15.6M
Tandem Wealth Advisors LLC 8.13% Reduce -3.5% 189,907 $15.5M
Constellation Investments, Inc. 0.73% Reduce -31.1% 188,431 $15.4M
Steward Partners Investment Advisory, LLC 0.14% Reduce -16.0% 187,996 $15.4M
Patton Fund Management, Inc. 3.72% Reduce -6.4% 187,797 $15.3M
Litman Gregory Wealth Management LLC 1.30% Reduce -0.2% 185,545 $15.2M
Hantz Financial Services, Inc. 0.27% Reduce -1.0% 185,330 $15.1M
Idaho Trust Co 6.17% Add +8.9% 185,137 $15.1M
Curi Capital, LLC 0.37% Reduce -7.4% 182,823 $14.9M
Kayne Anderson Rudnick Investment Management LLC 0.04% Reduce -11.0% 181,347 $14.8M
F/m Investments LLC 0.59% Reduce -0.7% 180,613 $14.8M
Canandaigua National Bank & Trust Co. 1.47% Reduce -1.8% 180,083 $14.7M
Tiaa Trust, National Association 0.05% Reduce -1.1% 179,683 $14.7M
Evercore Wealth Management, LLC 0.24% Reduce -3.1% 178,823 $14.6M
Fort Point Capital Partners LLC 1.63% Reduce -1.2% 178,679 $14.6M
Parkside Financial Bank & Trust 1.83% Add +6.6% 175,464 $14.3M
Anb Bank 6.40% Reduce -1.0% 175,283 $14.3M
Quent Capital, LLC 1.48% Add +8.2% 172,809 $14.1M
Hills Bank & Trust Co 0.99% Reduce -0.4% 171,446 $14.0M
Calamos Wealth Management LLC 0.70% Add +9.1% 170,319 $13.9M
Heritage Wealth Advisors 0.70% Reduce -0.0% 168,492 $13.8M
Select Asset Management & Trust 5.48% Add +59.5% 167,203 $13.7M
Oppenheimer & Co. Inc. 0.21% Add +6.0% 166,854 $13.6M
Bartlett & Co. Wealth Management LLC 0.20% Add +1.1% 166,502 $13.6M
Fifth Third Wealth Advisors LLC 0.70% Add +9.9% 166,311 $13.6M
Oxford Financial Group, LTD. LLC 0.95% Reduce -4.2% 166,128 $13.6M
Clear Creek Financial Management, LLC 1.41% Add +1092.7% 165,863 $13.6M
CHURCHILL MANAGEMENT Corp 0.17% New 163,389 $13.4M
Whittier Trust Co. 0.18% Reduce -4.0% 162,142 $13.3M
Cwm, LLC 0.05% Add +175.3% 160,244 $13.1M
Anchor Capital Management Group Inc 6.02% Reduce -20.0% 160,000 $13.1M
GLOBALT Investments LLC / GA 0.53% Reduce -5.7% 159,260 $13.0M
UMB Bank, n.a. 0.21% Reduce -0.8% 159,083 $13.0M
Envestnet Portfolio Solutions, Inc. 0.05% Reduce -24.7% 158,793 $13.0M
Concurrent Investment Advisors, LLC 0.31% Add +79.4% 157,572 $12.9M
RVW Wealth, LLC 1.19% Reduce -26.8% 154,093 $12.6M
MCF Advisors LLC 0.90% Reduce -12.9% 152,514 $12.5M
LWM Advisors Inc. 14.75% Reduce -1.6% 142,650 $12.3M
Ascent Group, LLC 0.53% Add +4154.8% 149,898 $12.3M
Shulman DeMeo Asset Management LLC 3.43% Reduce -0.8% 149,407 $12.2M
Strategies Wealth Advisors, LLC 1.47% Add +0.2% 147,320 $12.0M
Private Advisor Group, LLC 0.07% Reduce -2.0% 147,085 $12.0M
Freestone Capital Holdings, LLC 0.45% Reduce -4.9% 146,946 $12.0M
Caprock Group, LLC 0.37% Add +9.0% 146,622 $12.0M
Whittier Trust Co. of Nevada Inc. 0.30% Reduce -1.5% 146,585 $12.0M
Spire Wealth Management 0.38% Reduce -0.6% 146,429 $12.0M
Martin & Co. Inc. 2.30% Add +2.3% 146,012 $11.9M
Credit Agricole S A 0.04% Add +45.3% 145,674 $11.9M
Central Bank & Trust Co. 1.99% Reduce -27.2% 145,526 $11.9M
Geneos Wealth Management Inc. 0.40% Reduce -3.3% 145,279 $11.9M
Foster & Motley Inc. 0.74% Reduce -2.8% 144,294 $11.8M
TCTC Holdings, LLC 0.42% Add +3.7% 144,219 $11.8M
Bleakley Financial Group, LLC 0.38% Add +51.8% 143,762 $11.7M
&partners 0.12% Add +9.3% 141,516 $11.7M
Waters Parkerson & Co., LLC 0.62% Add +0.2% 142,072 $11.6M
Bluespring Wealth Management, LLC 1.18% Reduce -5.1% 141,620 $11.6M
Brickley Wealth Management 2.40% Reduce -0.3% 141,533 $11.6M
Darwin Wealth Management, LLC 3.87% No change 152,233 $11.5M
Perigon Wealth Management, LLC 0.29% Reduce -6.5% 137,818 $11.3M
Marshall Wace, LLP 0.02% New 137,046 $11.2M
Noble Family Wealth, LLC 3.06% No change 136,081 $11.1M
Sterling Group Wealth Management, LLC 5.95% Add +1.1% 135,799 $11.1M
Amarillo National Bank 2.11% No change 132,966 $10.9M
Harvest Investment Advisors, LLC 7.83% Reduce -0.7% 132,616 $10.8M
Vanguard Group Inc. 0.00% Reduce -7.3% 132,328 $10.8M
Baker Avenue Asset Management, LP 0.34% Add +1502.0% 132,040 $10.8M
Eq LLC 5.01% New 131,263 $10.7M
WealthBridge Investment Counsel Inc. 3.90% No change 130,975 $10.7M
Diversified Trust Co. 0.26% Reduce -0.6% 130,783 $10.7M
Aries Wealth Management 2.89% Add +11.1% 130,403 $10.7M
Alberta Investment Management Corp 0.08% No change 130,000 $10.6M
Checchi Capital Advisers, LLC 0.75% Reduce -0.9% 128,941 $10.5M
EverSource Wealth Advisors, LLC 0.58% Add +496.9% 128,286 $10.5M
One Capital Management, LLC 0.35% Reduce -3.8% 126,681 $10.4M
Chesley Taft & Associates LLC 0.50% Add +1.2% 126,286 $10.3M
Corundum Group, Inc. 4.93% Reduce -11.1% 125,650 $10.3M
Cambiar Investors LLC 0.43% Reduce -81.7% 125,541 $10.3M
QRG Capital Management, Inc. 0.11% Add +22.2% 125,258 $10.2M
Mycio Wealth Partners, LLC 2.40% No change 124,754 $10.2M
American Alpha Advisors, LLC 9.01% Add +7.4% 124,427 $10.2M
Simmons Bank 0.77% Reduce -2.3% 124,175 $10.1M
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 2.56% Reduce -3.9% 123,775 $10.1M
Allworth Financial LP 0.06% Reduce -1.8% 120,322 $10.1M
Wesbanco Bank Inc. 0.35% Reduce -2.5% 121,963 $10.0M
National Bank of Canada 0.01% Add +26.2% 120,990 $9.9M
LGL Partners, LLC 4.74% Reduce -10.0% 120,326 $9.8M
Heritage Investors Management Corp. 0.34% Reduce -1.1% 120,233 $9.8M
Precedent Wealth Partners, LLC 2.72% Add +0.7% 119,857 $9.8M
Belmont Capital, LLC 1.75% No change 119,023 $9.7M
West Coast Financial LLC 1.10% Add +0.8% 118,371 $9.7M
Stephens Inc. 0.14% Reduce -28.0% 117,734 $9.6M
SteelPeak Wealth, LLC 0.41% Add +10.6% 117,612 $9.6M
J.W. Cole Advisors, Inc. 0.30% Reduce -8.2% 117,319 $9.6M
Mill Creek Capital Advisors, LLC 0.23% Add +1.8% 116,876 $9.6M
Mechanics Financial Corp 4.33% Reduce -0.8% 116,744 $9.5M
WASHINGTON TRUST Co 0.36% Reduce -0.3% 116,439 $9.5M
Monterey Private Wealth, Inc. 2.79% Reduce -1.3% 115,777 $9.5M
Canton Hathaway, LLC 1.91% No change 115,649 $9.5M
Laird Norton Wetherby Trust Company, LLC 1.51% No change 114,828 $9.4M
Crestwood Advisors Group, LLC 0.18% Reduce -17.0% 114,471 $9.4M
Oldfather Financial Services, LLC 3.53% Add +8.9% 113,675 $9.3M
Aua Capital Management, LLC 5.99% Add +3.3% 112,666 $9.2M
Corepath Wealth Partners LLC 8.73% Add +3.2% 111,304 $9.2M
Gray Private Wealth, LLC 5.49% Add +4.4% 111,542 $9.1M
Heritage Family Offices, LLP 4.66% Reduce -18.6% 111,529 $9.1M
Financial Enhancement Group LLC 1.42% Reduce -5.3% 110,489 $9.1M
United Community Bank 3.38% Reduce -8.0% 111,107 $9.1M
Pure Financial Advisors, LLC 0.19% Reduce -4.7% 110,664 $9.0M
Atria Wealth Solutions, Inc. 0.11% Reduce -42.9% 110,392 $9.0M
Hoge Financial Services, LLC 6.30% Add +3.2% 110,195 $9.0M
Metropolitan Life Insurance Co 4.15% No change 109,892 $9.0M
DAVENPORT & Co LLC 0.05% Add +150.2% 109,372 $8.9M
Private Wealth Asset Management, LLC 1.28% — 109,156 $8.9M
Lindbrook Capital, LLC 0.82% Reduce -3.4% 108,656 $8.9M
Arvest Investments, Inc. 1.40% Reduce -1.6% 108,611 $8.9M
St. Louis Trust Co 1.28% Reduce -0.8% 108,505 $8.9M
Dynamic Wealth Strategies, LLC 7.37% Reduce -3.5% 108,430 $8.9M
Burke & Herbert Bank & Trust Co. 2.13% Add +3.0% 108,067 $8.8M
Ironwood Investment Management LLC 4.81% Add +0.0% 107,981 $8.8M
Dimension Capital Management LLC 1.56% Add +1.4% 107,696 $8.8M
Antonelli Financial Advisors, LLC 7.09% Reduce -13.0% 107,680 $8.8M
Horizon Bancorp Inc. 4.97% Add +1.8% 107,622 $8.8M
Cim Investment Management Inc. 2.01% Add +99.4% 111,818 $8.8M
Venture Visionary Partners LLC 0.37% Add +15.4% 107,382 $8.8M
Summit Wealth & Retirement Planning, Inc. 2.69% Reduce -0.3% 107,305 $8.8M
First Financial Bank - Trust Division 0.85% Reduce -21.5% 107,028 $8.7M
Granby Capital Management, LLC 4.71% New 107,000 $8.7M
Midwest Professional Planners, LTD. 2.70% Add +92.6% 106,338 $8.7M
Orin Green Financial, LLC 4.10% New 107,728 $8.7M
Ibex Wealth Advisors 1.14% New 105,036 $8.6M
Nepc LLC 0.24% No change 104,912 $8.6M
Citizens Business Bank 1.85% Add +73.0% 104,214 $8.5M
Nixon Peabody Trust Co. 0.72% Reduce -0.2% 104,105 $8.5M
Manufacturers Life Insurance Company, The 0.01% Reduce -21.6% 104,081 $8.5M
Fulton Bank, N.A. 0.34% Reduce -12.2% 102,959 $8.4M
Park Avenue Securities LLC 0.10% Add +24.2% 102,682 $8.4M
Rhumbline Advisers 0.01% Add +28.2% 102,645 $8.4M
Coldstream Capital Management Inc. 0.18% Reduce -0.6% 102,226 $8.4M
Fluent Financial, LLC 3.59% Reduce -3.9% 100,890 $8.2M
Okabena Investment Services Inc. 2.05% Add +2.5% 99,542 $8.1M
Tolleson Wealth Management, Inc. 1.55% Reduce -11.6% 98,475 $8.0M
BOK Financial Private Wealth, Inc. 0.60% Reduce -0.5% 98,175 $8.0M
Financial Advisors Network, Inc. 1.32% Reduce -0.5% 97,607 $8.0M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.25% Reduce -1.7% 97,006 $7.9M
Summit Financial, LLC 0.22% Add +257.9% 96,326 $7.9M
First Hawaiian Bank 1.14% Reduce -56.5% 95,921 $7.8M
Sage Financial Management Group, Inc. 2.84% Reduce -0.1% 95,902 $7.8M
Little House Capital LLC 2.15% Add +26.0% 95,677 $7.8M
NewEdge Advisors, LLC 0.05% Reduce -15.1% 95,369 $7.8M
Aspect Partners, LLC 4.45% Add +2754.6% 95,002 $7.8M
Titleist Asset Management, LLC 0.90% Add +12.2% 94,752 $7.7M
Whitegate Investment Counselors, Inc. 2.75% Reduce -2.4% 94,743 $7.7M
Blankinship & Foster, LLC 1.94% Reduce -2.6% 94,177 $7.7M
Resolute Advisors LLC 2.20% Add +0.3% 93,386 $7.6M
Provenance Wealth Advisors, LLC 1.10% Reduce -6.5% 93,338 $7.6M
Pitti Group Wealth Management, LLC 7.81% Add +3.3% 93,191 $7.6M
Fund Evaluation Group, LLC 0.33% Reduce -6.1% 92,640 $7.6M
2UniFi Bank 4.87% Reduce -0.8% 92,247 $7.5M
Wooster Corthell Wealth Management, Inc. 1.52% Reduce -2.3% 90,828 $7.4M
Forvis Mazars Wealth Advisors, LLC 0.18% Reduce -2.5% 90,480 $7.4M
Ironwood Financial, llc 1.56% Reduce -2.2% 88,993 $7.3M
Independence Bank of Kentucky 1.14% Reduce -7.3% 88,898 $7.3M
Madden Advisory Services, Inc. 3.39% Add +0.8% 88,877 $7.3M
First Citizens Financial Corp 4.10% Reduce -7.7% 88,782 $7.3M
Rwa Wealth Partners, LLC 0.09% Add +0.2% 88,515 $7.2M
ODonnell Financial Services, LLC 2.97% New 88,175 $7.2M
Wealthcare Advisory Partners LLC 0.19% Add +0.4% 87,847 $7.2M
4Thought Financial Group Inc. 4.42% Reduce -8.1% 87,557 $7.2M
Level Four Advisory Services, LLC 0.29% Reduce -56.5% 87,448 $7.1M
Chicago Partners Investment Group LLC 0.24% Reduce -0.2% 82,915 $7.1M
Rakuten Investment Management, Inc. 0.03% — 86,228 $7.1M
Grove Bank & Trust 0.95% Add +5.0% 86,770 $7.1M
Capital Advantage, Inc. 1.29% No change 93,696 $7.1M
Schneider Downs Wealth Management Advisors, LP 1.26% Reduce -3.9% 85,183 $7.0M
First National Trust Co 0.28% Reduce -8.4% 85,077 $7.0M
Neuberger Berman Group LLC 0.01% Reduce -45.3% 83,433 $6.8M
Summit Asset Management, LLC 1.17% No change 82,568 $6.7M
Lido Advisors, LLC 0.04% Add +5.9% 82,334 $6.7M
Sandy Spring Bank 0.28% Reduce -2.3% 82,187 $6.7M
Foundation Wealth Management, LLC\PA 3.18% Reduce -3.3% 81,833 $6.7M
Chevy Chase Trust Holdings, LLC 0.02% Reduce -1.1% 81,571 $6.7M
Pathway Financial Advisors LLC 1.20% No change 81,448 $6.7M
IHT Wealth Management, LLC 0.21% Add +1.5% 81,279 $6.6M
United Capital Financial Advisors, LLC 0.06% Reduce -4.2% 80,940 $6.6M
Bolthouse Investments, LLC 6.88% Add +3.9% 80,713 $6.6M
Sei Investments Co. 0.01% Add +10.3% 80,219 $6.6M
Compound Planning, Inc. 0.30% Reduce -16.0% 79,828 $6.5M
Argent Trust Co 0.27% Reduce -2.5% 79,466 $6.5M
Tarbox Family Office, Inc. 1.07% Reduce -0.7% 78,614 $6.4M
Lodestar Private Asset Management LLC 0.80% Add +10.7% 78,045 $6.4M
NBT Bank, N.A. 0.46% Add +1.8% 77,670 $6.3M
Sincerus Advisory, LLC 6.65% Add +1.6% 77,123 $6.3M
LBJ Family Wealth Advisors, Ltd. 4.02% Reduce -17.3% 77,094 $6.3M
Castleark Management LLC 0.22% No change 76,840 $6.3M
Robertson Stephens Wealth Management, LLC 0.23% Add +13.5% 76,650 $6.3M
LCM Capital Management Inc 3.68% Add +0.6% 76,607 $6.3M
Baron Financial Group, LLC 3.94% Add +1.4% 76,574 $6.3M
First Western Trust Bank 0.30% Reduce -5.6% 76,425 $6.2M
ERn Financial, LLC 0.99% Reduce -9.3% 76,425 $6.2M
Birch Hill Investment Advisors LLC 0.30% Add +0.5% 76,262 $6.2M
Caerus Investment Advisors, LLC 6.00% Reduce -0.4% 76,187 $6.2M
Coastline Trust Co 0.77% Reduce -2.2% 75,603 $6.2M
IMA Advisory Services, Inc. 0.73% Reduce -2.8% 75,423 $6.2M
Great Valley Advisor Group, Inc. 0.13% Reduce -1.1% 75,397 $6.2M
Cardiff Park Advisors, LLC 0.60% Reduce -0.8% 75,274 $6.2M
Chesapeake Wealth Management 2.19% Reduce -0.6% 75,034 $6.1M
Bessemer Group Inc. 0.01% Add +1.6% 75,016 $6.1M
First Financial Bankshares Inc 0.13% Reduce -0.6% 74,933 $6.1M
Sykon Capital LLC 2.32% New 74,593 $6.1M
Avidian Wealth Enterprises, LLC 0.27% Reduce -18.4% 74,287 $6.1M
Crewe Advisors LLC 0.85% Add +3.2% 74,186 $6.1M
Murphy, Middleton, Hinkle & Parker, Inc. 3.39% Reduce -1.5% 74,089 $6.1M
Bristlecone Advisors, LLC 0.49% Reduce -7.0% 73,896 $6.0M
Paragon Capital Management Ltd 1.24% Add +0.1% 73,495 $6.0M
Harbor Investment Advisory, LLC 0.58% Reduce -0.7% 73,425 $6.0M
Flagstar Securities, Inc. 1.52% Add +0.5% 72,770 $5.9M
Aaron Wealth Advisors LLC 0.68% Reduce -3.1% 72,608 $5.9M
Powell Investment Advisors, LLC 2.91% Reduce -19.6% 72,347 $5.9M
Family Firm, Inc. 1.32% Reduce -58.2% 72,061 $5.9M
Delta Financial Advisors LLC 2.21% No change 71,928 $5.9M
Peapack Gladstone Financial Corp. 0.09% Add +0.3% 71,890 $5.9M
Allen Mooney & Barnes Investment Advisors LLC 0.96% No change 71,862 $5.9M
BluePointe Capital Management, LLC 2.23% Add +21.3% 71,778 $5.9M
Brio Consultants, LLC 0.91% Add +8.3% 70,835 $5.8M
Arbor Trust Wealth Advisors, LLC 2.71% Reduce -6.8% 70,793 $5.8M
Cadence Bank 0.41% Reduce -2.6% 70,504 $5.8M
Sepio Capital, LP 0.46% Reduce -0.0% 70,473 $5.8M
Alamar Capital Management, LLC 3.41% Add +7.8% 70,200 $5.7M
Ashton Thomas Private Wealth, LLC 0.22% Add +4.9% 70,016 $5.7M
Ramsay, Stattman, Vela & Price, Inc. 1.09% Reduce -0.5% 69,911 $5.7M
Caisse de depot et placement du Quebec 0.01% New 69,847 $5.7M
City Holding Co. 0.80% Reduce -1.0% 69,677 $5.7M
Integrated Advisors Network LLC 0.29% Add +10.0% 69,183 $5.7M
Connors Investor Services Inc. 0.56% Add +2.5% 69,123 $5.6M
NewSquare Capital LLC 0.46% Add +1.2% 68,805 $5.6M
Nicolet Bankshares Inc. 1.13% Add +2.5% 68,741 $5.6M
Glen Eagle Advisors, LLC 0.93% Reduce -12.4% 68,630 $5.6M
Thompson Siegel & Walmsley LLC 0.09% Reduce -92.1% 68,289 $5.6M
BSW Wealth Partners 0.84% Reduce -2.7% 68,012 $5.6M
CreativeOne Wealth, LLC 0.17% Add +35.8% 67,905 $5.5M
Hilltop Holdings Inc. 0.35% Reduce -27.6% 67,355 $5.5M
Prospera Financial Services Inc 0.13% Add +3.2% 67,262 $5.5M
Sequoia Financial Advisors, LLC 0.04% Add +259.7% 66,953 $5.5M
McKinley Carter Wealth Services, Inc. 0.33% Reduce -25.2% 66,453 $5.4M
Federation des caisses Desjardins du Quebec 0.03% Add +18.6% 66,365 $5.4M
Snowden Capital Advisors LLC 0.17% Reduce -16.2% 66,043 $5.4M
Arcataur Capital Management LLC 1.83% Reduce -6.5% 65,727 $5.4M
Banco Bilbao Vizcaya Argentaria, S.A. 0.05% Add +28.0% 66,056 $5.4M
Full Sail Capital, LLC 0.35% Reduce -0.5% 65,658 $5.4M
Johnson Financial Group, Inc. 0.26% Reduce -0.8% 65,144 $5.3M
Pinnacle Family Advisors, LLC 2.89% Add +136.9% 65,126 $5.3M
Richard W. Paul & Associates, LLC 2.07% Add +2.9% 64,567 $5.3M
Atlantic Union Bankshares Corp 0.32% Reduce -3.5% 64,547 $5.3M
Prism Advisors, Inc. 1.61% Reduce -3.1% 64,005 $5.2M
Connecticut Wealth Management, LLC 0.27% Reduce -1.4% 63,573 $5.2M
Parisi Gray Wealth Management 1.69% Reduce -33.6% 63,393 $5.2M
Callan Family Office, LLC 0.39% Reduce -3.4% 62,985 $5.1M
Fi3 FINANCIAL ADVISORS, LLC 2.08% Reduce -0.8% 62,638 $5.1M
Moller Wealth Partners 1.26% Reduce -0.7% 62,587 $5.1M
Phillips Financial Management, LLC 0.39% Reduce -2.0% 62,285 $5.1M
RMR Wealth Builders 0.52% Reduce -3.7% 60,942 $5.0M
Nuveen, LLC 0.00% — 60,913 $5.0M
ABLE Financial Group, LLC 1.39% Reduce -1.6% 60,576 $5.0M
Townsquare Capital LLC 0.05% Add +108.4% 60,123 $4.9M
Webster Bank, N. A. 0.54% Reduce -5.5% 60,028 $4.9M
Kestra Private Wealth Services, LLC 0.08% Reduce -9.5% 59,854 $4.9M
World Investment Advisors 0.13% Add +0.9% 59,678 $4.9M
Flower City Capital 3.20% Reduce -1.3% 59,629 $4.9M
Pinnacle Bancorp, Inc. 1.58% Add +0.4% 59,167 $4.8M
Northeast Financial Consultants Inc 0.21% Add +7.9% 58,631 $4.8M
Csenge Advisory Group 0.27% Add +8.2% 58,693 $4.8M
Summit Financial Strategies, Inc. 0.48% Reduce -5.3% 58,148 $4.8M
Centricity Wealth Management, LLC 4.31% Add +13.4% 58,126 $4.8M
Fidelis Capital Partners, LLC 0.50% Add +68.1% 56,421 $4.7M
Macroview Investment Management LLC 4.44% Add +37.8% 57,677 $4.7M
Mission Wealth Management, LP 0.12% Reduce -3.1% 57,490 $4.7M
Omega Advisors (Leon Cooperman) 0.19% No change 57,453 $4.7M
Advisory Services Network, LLC 0.09% Reduce -4.6% 57,397 $4.7M
Old National Bancorp 0.12% Add +3.8% 57,347 $4.7M
Bradley Foster & Sargent Inc. 0.08% Add +13.6% 57,203 $4.7M
Pinnacle Wealth Planning Services, Inc. 0.70% Reduce -28.9% 57,185 $4.7M
Gotham Asset Management 0.04% Add +66.4% 57,030 $4.7M
Aspiriant, LLC 0.16% Add +1.7% 55,770 $4.6M
Yousif Capital Management, LLC 0.05% Reduce -65.3% 55,725 $4.6M
First Citizens Bank & Trust Co. 0.12% Reduce -42.6% 55,647 $4.5M
Scotia Capital Inc. 0.02% Reduce -19.6% 55,197 $4.5M
Millennium Management 0.00% Reduce -84.3% 54,995 $4.5M
New England Private Wealth Advisors LLC 0.69% Reduce -4.6% 54,910 $4.5M
Panagora Asset Management Inc. 0.02% Reduce -22.8% 54,872 $4.5M
Providence First Trust Co 1.81% Reduce -1.2% 54,525 $4.5M
First Foundation Advisors 0.18% Reduce -1.6% 54,403 $4.4M
Rovin Capital /Ut/ 1.43% Add +59.6% 54,163 $4.4M
Carolinas Wealth Consulting LLC 0.95% Reduce -3.8% 54,032 $4.4M
Harbour Trust & Investment Management Co 0.53% Reduce -5.2% 53,540 $4.4M
GWN Securities Inc. 0.25% New 52,146 $4.4M
Crescent Grove Advisors, LLC 0.45% Reduce -0.6% 53,397 $4.4M
Cornerstone Advisors Asset Management, LLC 0.89% Reduce -0.7% 53,189 $4.3M
Atlantic Edge Private Wealth Management, LLC 1.32% Reduce -0.1% 53,013 $4.3M
Smith & Howard Wealth Management, LLC 1.18% Reduce -0.7% 52,747 $4.3M
Cubist Systematic Strategies, LLC 0.06% Add +60.3% 52,434 $4.3M
Choate Investment Advisors 0.11% Reduce -10.3% 51,975 $4.2M
Amara Financial, Llc. 3.86% Reduce -29.7% 51,067 $4.2M
All Terrain Financial Advisors, LLC 1.63% Add +4.4% 51,013 $4.2M
Agf Management Ltd. 0.02% Reduce -2.1% 50,951 $4.2M
Grey Fox Wealth Advisors, LLC 1.11% Add +0.4% 50,944 $4.2M
Acadian Asset Management LLC 0.01% Add +56.6% 50,860 $4.2M
Aptus Capital Advisors, LLC 0.05% Reduce -7.0% 50,499 $4.1M
Alesco Advisors, LLC, An ESL Co 0.13% Reduce -0.9% 50,404 $4.1M
Santori & Peters, Inc. 1.66% Reduce -7.3% 50,399 $4.1M
Solstein Capital, LLC 2.39% Add +4.9% 50,341 $4.1M
Fragasso Financial Advisors Inc 0.30% Reduce -2.2% 50,239 $4.1M
Group One Trading LLC 0.17% Add +892.6% 49,989 $4.1M
Texas Bank & Trust Co 1.73% Reduce -4.5% 49,907 $4.1M
AdvisorNet Financial, Inc 0.30% Add +8.9% 49,765 $4.1M
FFT Wealth Management LLC 0.85% Reduce -23.1% 49,653 $4.1M
Gemmer Asset Management LLC 0.40% Reduce -0.5% 49,544 $4.0M
Azimuth Capital Investment Management LLC 0.16% Reduce -10.5% 49,530 $4.0M
Shorepoint Capital Partners LLC 0.91% Reduce -3.9% 49,443 $4.0M
Western Wealth Management, LLC 0.26% Add +14.9% 48,791 $4.0M
Genus Capital Management Inc. 0.58% — 48,695 $4.0M
CFS Investment Advisory Services, LLC 0.35% Reduce -1.1% 48,612 $4.0M
JFS Wealth Advisors, LLC 0.27% Add +0.3% 48,409 $4.0M
PFW Advisors LLC 1.24% Add +1.3% 48,374 $4.0M
Belpointe Asset Management LLC 0.21% Reduce -41.3% 48,253 $3.9M
Founders Grove Wealth Partners, LLC 1.10% Add +13.1% 48,171 $3.9M
Mullaney, Keating & Wright, Inc. 2.65% Reduce -0.9% 48,062 $3.9M
Investment Partners, LTD. 1.62% Reduce -2.3% 47,812 $3.9M
Lionsbridge Wealth Management LLC 3.47% Add +84.1% 49,775 $3.9M
Legal & General Group Plc 0.00% Add +113.7% 47,650 $3.9M
Gould Asset Management LLC 0.80% Reduce -3.0% 47,505 $3.9M
Leverty Financial Group, LLC 1.57% Add +5.8% 46,965 $3.8M
Gryphon Financial Partners LLC 0.56% Reduce -3.1% 46,435 $3.8M
Dumont & Blake Investment Advisors LLC 1.05% Reduce -0.1% 45,902 $3.8M
WCM Investment Management, LLC 0.01% Reduce -96.1% 45,174 $3.7M
New Republic Capital, LLC 1.61% Add +59.4% 45,512 $3.7M
Nexus Investment Management ULC 0.42% No change 31,550 $3.7M
Central Pacific Bank - Trust Division 0.53% Reduce -8.0% 45,056 $3.7M
Glass Jacobson Investment Advisors llc 1.21% No change 48,591 $3.7M
Waddell & Associates, LLC 0.44% Reduce -0.2% 44,820 $3.7M
Capital Advisors, Ltd. LLC 0.48% Reduce -5.1% 44,771 $3.7M
Wealth Advisory Solutions, LLC 0.97% Add +8.3% 44,695 $3.7M
Harbor Capital Advisors, Inc. 0.17% Add +2586.0% 44,534 $3.6M
Commonwealth Financial Services, LLC 0.75% Reduce -6.7% 44,491 $3.6M
Farmers & Merchants Investments Inc. 0.11% Reduce -1.0% 44,248 $3.6M
Mosaic Family Wealth Partners, LLC 0.51% Reduce -0.5% 44,222 $3.6M
RFG Advisory, LLC 0.10% Reduce -19.8% 44,166 $3.6M
Pandora Wealth, Inc. 2.37% — 44,036 $3.6M
Wilshire Advisors LLC 11.35% New 139,130 $3.6M
Capital Analysts, LLC 0.13% Add +118.8% 43,819 $3.6M
Asset Management Group, Inc. 0.65% Reduce -0.2% 43,298 $3.5M
Acropolis Investment Management, LLC 0.21% Reduce -5.6% 43,180 $3.5M
Apollon Wealth Management, LLC 0.08% Reduce -34.5% 42,369 $3.5M
Sterling Investment Advisors LLC 1.95% Reduce -2.0% 42,351 $3.5M
OneDigital Investment Advisors LLC 0.04% Reduce -16.4% 42,217 $3.5M
TD Waterhouse Canada Inc. 0.03% Add +0.8% 42,170 $3.4M
Bridgewater Advisors Inc. 0.30% Reduce -0.8% 40,316 $3.4M
Meridian Wealth Management, LLC 0.17% Reduce -6.5% 41,812 $3.4M
XML Financial, LLC 0.32% Reduce -11.0% 41,630 $3.4M
Sigma Investment Counselors Inc. 0.21% Reduce -13.0% 41,571 $3.4M
Lane & Associates LLC 1.83% Reduce -0.7% 41,476 $3.4M
Elevatus Welath Management 1.92% Add +450.5% 41,359 $3.4M
Sheets Smith Wealth Management 0.42% No change 41,200 $3.4M
Beutel, Goodman & Co Ltd. 0.02% No change 41,086 $3.4M
JMG Financial Group, Ltd. 0.11% Reduce -0.5% 40,919 $3.3M
SlateStone Wealth, LLC 0.34% Reduce -13.0% 40,884 $3.3M
RiverFront Investment Group, LLC 0.07% Add +483.6% 40,459 $3.3M
B. Riley Wealth Advisors, Inc. 0.10% Reduce -20.8% 40,366 $3.3M
Catalyst Financial Partners LLC 0.61% Reduce -0.3% 40,249 $3.3M
Staley Capital Advisers Inc. 0.15% No change 40,000 $3.3M
Twin Tree Management, LP 0.07% New 39,842 $3.3M
Flagship Wealth Advisors, LLC 1.37% Reduce -15.9% 39,697 $3.2M
Hengehold Capital Management LLC 0.31% Reduce -2.8% 39,682 $3.2M
Integrated Wealth Concepts LLC 0.04% Reduce -12.7% 39,657 $3.2M
Moody LYNN Lieberson & Walker, LLC 0.21% Add +240.5% 39,625 $3.2M
Warwick Investment Management, Inc. 0.67% New 39,566 $3.2M
Sage Mountain Advisors LLC 0.24% Reduce -15.8% 39,431 $3.2M
1834 Investment Advisors Co. 0.41% Reduce -3.5% 39,123 $3.2M
Sowell Financial Services LLC 0.15% Reduce -5.8% 39,088 $3.2M
Rehmann Capital Advisory Group 0.20% Add +5.0% 39,033 $3.2M
Olympus Wealth Management, LLC 1.40% Reduce -7.2% 39,001 $3.2M
Focus Partners Advisor Solutions, LLC 0.05% Reduce -1.0% 38,942 $3.2M
Elevation Point Wealth Partners, LLC 0.27% Reduce -6.6% 38,872 $3.2M
Capital Group Private Client Services, Inc. 0.03% Reduce -86.6% 38,868 $3.2M
SouthState Bank Corp 0.14% Add +120.9% 38,721 $3.2M
Visionary Wealth Advisors 0.19% Add +19.7% 38,452 $3.1M
Sharkey, Howes & Javer 0.45% New 38,437 $3.1M
Allen Investment Management, LLC 0.04% Reduce -80.4% 38,381 $3.1M
Arcadia Investment Management Corp. 0.57% Add +4.0% 38,307 $3.1M
Pettinga Financial Advisors LLC 0.74% Add +4.9% 38,292 $3.1M
Pettyjohn, Wood & White, Inc. 0.60% No change 38,079 $3.1M
NTV Asset Management LLC 0.41% Reduce -12.7% 37,647 $3.1M
Capital Wealth Planning, LLC 0.03% New 37,583 $3.1M
Palisade Asset Management, LLC 0.32% No change 37,527 $3.1M
Farmers Trust Co. 0.58% Reduce -3.2% 37,494 $3.1M
Defined Wealth Management, LLC 2.05% Add +0.0% 37,316 $3.0M
Efficient Advisors, LLC 0.20% Reduce -22.4% 37,315 $3.0M
Curbstone Financial Management Corp 0.64% Add +2.8% 37,043 $3.0M
Thrive Wealth Management, LLC 0.58% Reduce -30.7% 36,936 $3.0M
James Investment Research, Inc. 0.38% Add +509.6% 36,911 $3.0M
Laurel Wealth Advisors LLC 0.47% Reduce -4.3% 36,902 $3.0M
True Link Financial Advisors, LLC 0.23% Add +57.4% 36,889 $3.0M
Endowment Wealth Management, Inc. 1.94% Reduce -1.5% 36,833 $3.0M
Lion Street Advisors, LLC 0.96% Add +41.1% 36,822 $3.0M
Pinnacle Associates Ltd. 0.04% Add +0.2% 36,758 $3.0M
MGB Wealth Management, LLC 1.08% Add +3125.8% 36,451 $3.0M
Ashford Advisors, LLC 0.75% Add +0.2% 36,539 $3.0M
LTG Capital LLC 2.71% Reduce -6.5% 36,397 $3.0M
Sachem Hill LLC 0.58% Reduce -1.3% 36,364 $3.0M
American Financial Advisors, LLC 0.43% Reduce -2.4% 36,271 $3.0M
Legacy Trust 0.71% Add +3.8% 36,269 $3.0M
Graves Light Lenhart Wealth, Inc. 0.36% Reduce -0.9% 36,112 $3.0M
First Interstate Bank 0.18% Reduce -14.7% 35,956 $2.9M
Dorsey & Whitney Trust CO LLC 0.17% Reduce -23.9% 35,816 $2.9M
Audent Global Asset Management, LLC 2.40% Add +102.7% 35,664 $2.9M
FAS Wealth Partners, Inc. 0.24% Reduce -0.2% 35,487 $2.9M
DHK Financial Advisors, Inc. 1.59% Reduce -1.1% 35,402 $2.9M
Morton Brown Family Wealth, LLC 0.98% Reduce -1.3% 35,253 $2.9M
Cape Cod Five Cents Savings Bank 0.26% No change 34,240 $2.9M
Richwood Investment Advisors, LLC 2.43% Add +4.7% 35,013 $2.9M
Evanson Asset Management, LLC 0.20% Reduce -0.7% 34,980 $2.9M
Arkadios Wealth Advisors 0.11% Add +12.2% 34,911 $2.9M
Texas Capital Bank Wealth Management Services Inc 0.29% No change 34,819 $2.8M
Neumann Capital Management, LLC 0.98% Reduce -0.4% 34,751 $2.8M
Klingman & Associates, LLC 0.17% Add +1.6% 34,718 $2.8M
Roble, Belko & Company, Inc 0.45% Add +1.6% 34,667 $2.8M
STRS Ohio 0.01% Add +4.3% 34,655 $2.8M
Tobias Financial Advisors, Inc. 0.55% Reduce -0.2% 34,644 $2.8M
American Trust 0.70% Add +1073.2% 34,587 $2.8M
Dohj, LLC 0.64% Reduce -4.5% 34,458 $2.8M
Orgel Wealth Management, LLC 0.07% Add +5.9% 34,403 $2.8M
Verity Asset Management, Inc. 1.14% New 34,163 $2.8M
McAdam, LLC 0.17% Reduce -32.9% 33,979 $2.8M
McLean Asset Management Corp 0.92% Reduce -9.8% 38,038 $2.8M
Retirement Income Solutions, Inc. 0.58% Add +16.3% 33,808 $2.8M
Financial Partners Group, LLC 1.19% Add +92.9% 33,679 $2.8M
Probity Advisors, Inc. 0.53% Reduce -0.7% 33,531 $2.7M
Asset Planning Corporation 1.61% Reduce -0.4% 33,494 $2.7M
J. Safra Sarasin Holding AG 0.05% No change 33,250 $2.7M
Connor, Clark & Lunn Investment Management Ltd. 0.01% No change 33,278 $2.7M
Etesian Wealth Advisors, Inc. 1.17% Reduce -0.3% 33,146 $2.7M
Salus Financial Advisors, LLC 2.04% Reduce -12.1% 33,078 $2.7M
Apexium Financial, LP 0.16% Add +7.6% 33,015 $2.7M
Copia Wealth Management 2.49% Add +2.3% 32,957 $2.7M
MPS Loria Financial Planners, LLC 0.80% Add +8.0% 32,889 $2.7M
EWG Elevate Inc. 1.02% Reduce -36.5% 32,860 $2.7M
Larson Financial Group LLC 0.13% Reduce -25.4% 32,732 $2.7M
Boltwood Capital Management 0.81% Add +0.7% 32,722 $2.7M
Avior Wealth Management, LLC 0.10% Add +1.6% 32,528 $2.7M
First Nebraska Trust Co 0.26% Reduce -0.9% 32,528 $2.7M
Maryland State Retirement & Pension System 0.06% Reduce -26.6% 32,470 $2.7M
Penobscot Investment Management Company, Inc. 0.25% Reduce -3.8% 32,313 $2.6M
South Plains Financial, Inc. 2.04% Reduce -0.1% 31,992 $2.6M
Appleton Partners Inc. 0.20% Reduce -0.8% 31,951 $2.6M
HBK Sorce Advisory LLC 0.08% Reduce -7.8% 31,922 $2.6M
Evermay Wealth Management LLC 0.34% Reduce -40.8% 31,849 $2.6M
Inman Jager Wealth Management, LLC 1.94% Add +1.3% 31,742 $2.6M
Modern Wealth Management, LLC 0.08% Add +278.8% 31,589 $2.6M
Daymark Wealth Partners, LLC 0.11% Reduce -20.6% 31,554 $2.6M
Peoples Financial Services Corp. 1.24% Add +231.1% 31,470 $2.6M
Ironwood Wealth Management, LLC. 0.79% Reduce -11.0% 31,434 $2.6M
Thornburg Investment Management Inc. 0.04% Reduce -85.3% 31,385 $2.6M
Rebalance, LLC 0.19% Add +4.5% 31,379 $2.6M
Marquette Asset Management, LLC 0.45% No change 31,360 $2.6M
Cary Street Partners Financial LLC 0.08% Add +1.9% 31,243 $2.6M
Johnson & White Wealth Management, LLC 1.43% Add +2.8% 31,079 $2.5M
William Howard & Co Financial Advisors Inc 2.38% No change 31,023 $2.5M
U.S. Capital Wealth Advisors, LLC 0.08% Reduce -11.8% 30,596 $2.5M
Cliftonlarsonallen Wealth Advisors, LLC 0.05% Reduce -10.5% 30,528 $2.5M
CMG Global Holdings, LLC 1.62% Reduce -4.6% 29,603 $2.5M
Mgo One Seven LLC 0.10% Reduce -3.2% 30,293 $2.5M
Urban Financial Advisory Corp 1.36% No change 30,165 $2.5M
Acas, LLC 1.87% Reduce -4.7% 29,127 $2.5M
Arete Wealth Advisors, LLC 0.19% Reduce -8.9% 30,068 $2.5M
Private Wealth Advisors, LLC 1.03% Add +1.8% 30,056 $2.5M
Welch & Forbes LLC 0.03% Reduce -3.7% 30,054 $2.5M
Mutual Advisors, LLC 0.07% Add +26.7% 29,191 $2.5M
Kingsview Wealth Management, LLC 0.05% Reduce -0.9% 30,030 $2.5M
Retirement Planning Group, LLC 0.11% Reduce -22.2% 29,951 $2.4M
Croban 2.25% Add +17.1% 29,856 $2.4M
Financial Synergies Wealth Advisors, Inc. 0.30% Reduce -0.8% 29,778 $2.4M
Montis Financial, LLC 0.72% Reduce -5.9% 29,762 $2.4M
HAP Trading, LLC 0.86% New 29,569 $2.4M
First National Bank of Omaha 0.17% Reduce -20.2% 29,567 $2.4M
Rothschild Investment LLC 0.16% Add +10.7% 29,240 $2.4M
Community Bank, N.A. 0.32% Reduce -4.9% 29,187 $2.4M
Matrix Private Capital Group LLC 1.42% Reduce -1.3% 29,097 $2.4M
Woodstock Corp. 0.23% No change 29,005 $2.4M
Farther Finance Advisors, LLC 0.06% Add +63.4% 28,951 $2.4M
BLB&B Advisors, LLC 0.12% Reduce 0.0% 28,988 $2.4M
Focus Financial Network, Inc. 0.10% Add +111.6% 28,980 $2.4M
Bordeaux Wealth Advisors LLC 0.44% No change 28,937 $2.4M
Asset Allocation & Management Company, LLC 1.20% Add +636.1% 28,930 $2.4M
First Heartland Consultants, Inc. 0.24% Reduce -11.0% 28,794 $2.4M
Balefire, LLC 0.80% New 28,727 $2.3M
CANADA LIFE ASSURANCE Co 0.00% Reduce -1.2% 28,582 $2.3M
Canandaigua National Trust Co of Florida 2.06% Reduce -13.5% 28,636 $2.3M
WBH Advisory Inc. 0.22% Reduce -2.7% 28,353 $2.3M
White Pine Capital LLC 0.80% Add +3.8% 28,214 $2.3M
Krilogy Financial LLC 0.15% Add +0.1% 28,077 $2.3M
Elyxium Wealth, LLC 1.01% Add +5.4% 28,012 $2.3M
Fort Washington Investment Advisors Inc. 0.01% Add +62.7% 27,931 $2.3M
Westshore Wealth, LLC 0.96% Add +0.3% 27,818 $2.3M
Coordinated Financial Services, Inc. 1.77% — 27,775 $2.3M
EFG Asset Management (Americas) Corp. 0.46% Add +2.4% 27,598 $2.3M
Fullerton Fund Management Co Ltd. 0.14% Reduce -71.8% 27,563 $2.3M
Graypoint LLC 0.14% Reduce -2.2% 27,557 $2.3M
Counterweight Ventures, LLC 1.61% Add +4.0% 27,531 $2.3M
Morris Financial Concepts, Inc. 0.94% Add +15.2% 27,477 $2.2M
BigSur Wealth Management LLC 0.61% No change 27,338 $2.2M
Nwam LLC 0.19% Reduce -26.4% 27,324 $2.2M
LMCG Investments, LLC 0.15% Add +14.9% 27,247 $2.2M
Pointe Capital Management LLC 1.29% Add +9.7% 26,969 $2.2M
Annandale Capital, LLC 0.41% No change 26,937 $2.2M
Busey Bank 0.07% Reduce -1.2% 26,882 $2.2M
Dynamic Advisor Solutions LLC 0.07% Add +12.7% 26,814 $2.2M
Lanark Financial, Inc. 0.19% — 26,775 $2.2M
Transcend Capital Advisors, LLC 0.16% Reduce -10.7% 26,727 $2.2M
Associated Banc-Corp 0.07% Reduce -0.0% 26,672 $2.2M
Montecito Bank & Trust 0.39% Reduce -0.2% 26,662 $2.2M
KMG Fiduciary Partners, LLC 0.18% Add +1.4% 26,616 $2.2M
Congress Asset Management Co. 0.02% Add +3.1% 26,606 $2.2M
Atlas Legacy Advisors, LLC 0.55% Reduce -78.7% 26,575 $2.2M
Smith Anglin Financial, LLC 0.23% No change 26,587 $2.2M
Manchester Capital Management LLC 0.27% Reduce -17.9% 26,558 $2.2M
Bar Harbor Wealth Management 0.14% Reduce -4.0% 26,546 $2.2M
Headlands Technologies LLC 0.25% Add +418.7% 26,512 $2.2M
Veltria Advisors Corp. 1.40% Reduce -50.6% 26,410 $2.2M
GS Investments, Inc. 1.02% Reduce -0.6% 26,357 $2.2M
Gries Financial LLC 0.42% Add +0.0% 26,237 $2.1M
Bedel Financial Consulting, Inc. 0.31% Add +0.1% 24,805 $2.1M
Atlas Brown,Inc. 0.75% Reduce -0.8% 26,109 $2.1M
Denver PWM, LLC 0.77% Reduce -3.9% 26,104 $2.1M
Country Trust Bank 0.05% Reduce -14.1% 26,086 $2.1M
Wade Financial Advisory, Inc 0.73% No change 26,071 $2.1M
Bremer Bank National Association 0.38% Reduce -2.8% 26,059 $2.1M
Naples Global Advisors, LLC 0.20% No change 26,055 $2.1M
First National Corp. /Ma/ 0.47% No change 26,029 $2.1M
Keeley-Teton Advisors, LLC 0.26% Add +0.2% 25,983 $2.1M
Merit Financial Group, LLC 0.03% Reduce -7.4% 25,954 $2.1M
Fairway Wealth LLC 0.78% Reduce -1.5% 25,930 $2.1M
Intrua Financial, LLC 0.33% Add +263.4% 25,811 $2.1M
Rialto Wealth Management, LLC 0.66% Add +4.7% 25,760 $2.1M
Columbia Bank 0.73% Add +7.5% 25,663 $2.1M
Bryn Mawr Trust Advisors, LLC 0.13% Add +4.2% 25,632 $2.1M
Maple Capital Management, Inc. 0.16% Add +3.9% 25,553 $2.1M
Quadrant Capital Group LLC 0.08% Reduce -3.8% 25,539 $2.1M
Westmount Partners, LLC 0.64% Add +0.7% 25,505 $2.1M
Lavaca Capital LLC 0.94% No change 25,300 $2.1M
Glenview Trust Co 0.04% Reduce -2.6% 25,184 $2.1M
Arcadia Investment Advisors LLC 1.15% Reduce -1.3% 25,183 $2.1M
Harbor Advisory Corp. 0.69% No change 25,146 $2.1M
Boyd Watterson Asset Management LLC 0.66% No change 25,097 $2.1M
GEM Asset Management, LLC 1.14% No change 24,974 $2.0M
Citadel Advisors 0.00% Reduce -31.1% 24,902 $2.0M
Hiley Hunt Wealth Management 1.11% Reduce -20.1% 24,860 $2.0M
Invesco Ltd. 0.00% Reduce -68.8% 24,857 $2.0M
Florida Trust Wealth Management Co 0.07% Add +1.8% 24,855 $2.0M
Bank of Hawaii 0.12% Reduce -1.3% 24,838 $2.0M
Independent Financial Group, LLC 0.07% Reduce -15.7% 24,621 $2.0M
Motco 0.21% Reduce -1.9% 24,576 $2.0M
Bank of New Hampshire 0.52% Add +1.3% 24,535 $2.0M
Sterling Capital Management LLC 0.03% Reduce -28.3% 24,444 $2.0M
Alpha Advisors, LLC 1.74% Add +0.1% 24,427 $2.0M
HFG Advisors, Inc. 1.71% Reduce -1.0% 24,426 $2.0M
Axiom Financial Strategies, LLC 1.18% Reduce -1.4% 24,422 $2.0M
Hillman Capital Management, Inc. 0.98% Reduce -7.2% 24,386 $2.0M
CSS LLC 0.40% New 24,340 $2.0M
Horizons Wealth Management 1.50% Reduce -0.1% 24,229 $2.0M
KG Capital Management 0.64% Add +5.5% 24,196 $2.0M
Bluefin Capital Management, LLC 1.63% — 24,018 $2.0M
Newport Capital Group, LLC 1.41% Reduce -0.4% 24,006 $2.0M
Mizuho Markets Americas LLC 0.04% Add +10.5% 23,927 $2.0M
Shoker Investment Counsel, Inc. 0.66% No change 23,913 $2.0M
Financial Life Planners 1.90% Reduce -37.7% 23,839 $1.9M
Prime Capital Investment Advisors, LLC 0.02% Add +169.7% 23,826 $1.9M
Mayflower Financial Advisors, LLC 0.30% Reduce -0.1% 23,777 $1.9M
Viewpoint Capital Management LLC 1.04% Add +9.7% 23,750 $1.9M
Legacies Wealth LLC 1.44% No change 23,748 $1.9M
Abacus Planning Group, Inc. 0.34% No change 23,689 $1.9M
Brightwater Advisory LLC 1.53% Reduce -6.2% 23,609 $1.9M
Trek Financial, LLC 0.14% Reduce -53.8% 23,597 $1.9M
Rockland Trust Co. 0.10% Add +4.0% 23,525 $1.9M
Advyzon Investment Management, LLC 0.68% Add +177.2% 23,459 $1.9M
Quotient Wealth Partners, LLC 0.06% Reduce -4.9% 23,429 $1.9M
Berkshire Asset Management LLC 0.09% Reduce -2.3% 22,268 $1.9M
NWF Advisory Services Inc. 0.27% Reduce -4.2% 23,305 $1.9M
Cascade Financial Partners, LLC 0.24% New 23,292 $1.9M
Advisor OS, LLC 0.22% Add +1.7% 23,224 $1.9M
FDx Advisors, Inc. 0.62% Add +35.1% 23,207 $1.9M
Clarus Wealth Advisors 1.01% Reduce -3.3% 24,356 $1.9M
Global Strategic Investment Solutions, LLC 0.22% Reduce 0.0% 23,153 $1.9M
Legacy Capital Wealth Partners, LLC 0.47% Add +35.7% 23,151 $1.9M
Narus Financial Partners, LLC 0.64% Add +9.4% 22,989 $1.9M
Pallas Capital Advisors LLC 0.08% Reduce -9.9% 22,975 $1.9M
Embree Financial Group 0.31% Reduce -13.2% 22,816 $1.9M
Wolf Group Capital Advisors 0.63% Reduce -34.3% 22,778 $1.9M
RiverGlades Family Offices LLC 1.34% Reduce -5.6% 22,761 $1.9M
Bank Ozk 0.77% Reduce -6.5% 22,761 $1.9M
Washington Trust Advisors, Inc. 0.16% No change 22,660 $1.9M
Private Trust Co. NA 0.19% Reduce -3.3% 22,648 $1.9M
Atticus Wealth Management, LLC 0.60% Reduce -7.1% 22,627 $1.8M
Fifth Third Securities, Inc. 0.16% Add +43.0% 22,588 $1.8M
Edge Financial Advisors LLC 1.16% Reduce -0.0% 22,576 $1.8M
SkyView Investment Advisors, LLC 0.28% Reduce -24.3% 22,553 $1.8M
Optas, LLC 0.32% No change 22,540 $1.8M
James J. Burns & Company, LLC 0.33% Reduce -0.0% 22,524 $1.8M
Quarry LP 0.48% New 22,500 $1.8M
Nicholas Hoffman & Company, LLC. 0.07% Add +0.1% 22,343 $1.8M
Eastern Bank 0.04% Reduce -28.7% 22,296 $1.8M
Windsor Capital Management, LLC 0.56% Add +1.4% 22,137 $1.8M
Wedbush Securities Inc. 0.07% Add +29.8% 22,096 $1.8M
Leith Wheeler Investment Counsel Ltd. 0.13% Add +1.5% 22,094 $1.8M
Resonant Capital Advisors, LLC 0.13% No change 21,991 $1.8M
Joel Isaacson & Co., LLC 0.08% Add +6.6% 21,944 $1.8M
Nvwm, LLC 0.48% Reduce -48.6% 21,936 $1.8M
Hall Laurie J Trustee 0.64% Reduce -6.6% 21,879 $1.8M
CX Institutional 0.07% Add +3.0% 21,678 $1.8M
Midland Wealth Advisors, LLC 0.10% Reduce -2.4% 21,671 $1.8M
Biltmore Family Office, LLC 0.30% Reduce -10.6% 21,524 $1.8M
Ellis Investment Partners, LLC 0.36% Add +1.2% 21,463 $1.8M
Stephens Consulting, LLC 0.44% No change 21,460 $1.8M
Cahill Financial Advisors Inc. 0.24% Reduce -0.1% 21,403 $1.7M
Smithfield Trust Co 0.09% No change 21,368 $1.7M
Second Line Capital, LLC 0.45% New 21,224 $1.7M
Prosperity Consulting Group, LLC 0.13% Add +38.4% 21,090 $1.7M
Parsons Capital Management Inc. 0.09% Reduce -4.3% 21,042 $1.7M
Principal Securities, Inc. 0.04% Add +3.4% 22,696 $1.7M
Greenline Partners, LLC 0.25% Reduce -98.3% 365 $1.7M
Athena Investment Management 1.03% No change 20,869 $1.7M
Chilton Capital Management LLC 0.07% Reduce -3.3% 20,866 $1.7M
Fusion Family Wealth, LLC 0.16% Add +0.4% 20,859 $1.7M
Trust Co. of Vermont 0.08% Add +1.9% 20,783 $1.7M
Betterment LLC 0.00% Reduce -31.2% 20,749 $1.7M
Eukles Asset Management 0.74% Reduce -2.1% 20,723 $1.7M
Sagespring Wealth Partners, LLC 0.04% Reduce -25.8% 20,617 $1.7M
Goelzer Investment Management, Inc. 0.10% No change 20,608 $1.7M
Fisher Asset Management 0.00% Add +41.5% 20,536 $1.7M
Davidson Trust Co. 0.80% No change 20,433 $1.7M
United Bank 0.21% Reduce -35.9% 20,383 $1.7M
Perennial Investment Advisors, LLC 0.19% Add +3.5% 20,322 $1.7M
Rainier Family Wealth Inc. 1.95% Add +28.8% 20,289 $1.7M
Seven Post Investment Office LP 0.63% No change 20,289 $1.7M
Common Fund for Nonprofit Organizations 0.18% New 20,269 $1.7M
Watts Gwilliam & Co., LLC 0.36% Add +0.2% 20,176 $1.6M
Veracity Capital LLC 0.65% Reduce -1.9% 20,087 $1.6M
Twele Capital Management, Inc. 0.35% Reduce -5.2% 20,081 $1.6M
Wolverine Trading, LLC 0.05% Reduce -64.2% 19,821 $1.6M
Great Waters Wealth Management 0.23% Reduce -20.1% 19,958 $1.6M
Hubbell Strickland Wealth Management, LLC 0.76% Reduce -7.4% 19,661 $1.6M
LFA - Lugano Financial Advisors SA 1.09% Reduce -9.0% 19,578 $1.6M
Ameritas Advisory Services, LLC 0.06% Reduce -16.5% 20,158 $1.6M
Frank, Rimerman Advisors LLC 0.13% No change 19,460 $1.6M
Curated Wealth Partners LLC 0.21% Reduce -2.0% 19,435 $1.6M
Copperwynd Financial, LLC 0.44% New 19,305 $1.6M
Osborne Partners Capital Management, LLC 0.09% Reduce -5.6% 19,251 $1.6M
Fairman Group, LLC 1.44% No change 20,790 $1.6M
Blue Trust, Inc. 0.02% Add +16.8% 19,135 $1.6M
MIdWestOne Financial Group, Inc. 0.22% Reduce -1.2% 19,020 $1.6M
Harbour Capital Advisors, LLC 0.38% Add +7.7% 19,285 $1.5M
Moors & Cabot, Inc. 0.08% Add +12.8% 18,940 $1.5M
Lee Danner & Bass Inc. 0.12% Add +15.5% 18,882 $1.5M
XTX Topco Ltd 0.08% New 18,868 $1.5M
First American Trust, FSB 0.14% Add +57.2% 18,851 $1.5M
Lyell Wealth Management, LP 0.14% Reduce -13.9% 18,788 $1.5M
Simon Quick Advisors, LLC 0.09% Reduce -0.1% 18,772 $1.5M
Washington Trust Bank 0.15% Reduce -9.4% 18,758 $1.5M
Live Oak Private Wealth LLC 0.25% Reduce -0.5% 18,726 $1.5M
Triasima Portfolio Management inc. 0.30% Reduce -0.2% 18,699 $1.5M
Harding Loevner LP 0.01% Reduce -7.3% 18,607 $1.5M
Alpine Bank Wealth Management 0.24% — 18,594 $1.5M
First Bancorp, Inc 0.98% Add +2.8% 18,431 $1.5M
Engineers Gate Manager LP 0.03% New 18,428 $1.5M
Trinity Financial Advisors LLC 0.54% Reduce -1.0% 18,679 $1.5M
KFA Private Wealth Group, LLC 0.52% Add +50.1% 18,263 $1.5M
Sax Wealth Advisors, LLC 0.11% Add +21.1% 18,258 $1.5M
Greenfield Savings Bank 0.73% Add +8.8% 18,251 $1.5M
Noble Wealth Management PBC 1.02% Add +1.9% 18,236 $1.5M
Stratos Investment Management, LLC 0.08% Add +13.1% 18,210 $1.5M
Indiana Trust & Investment Management Co 0.54% Reduce -0.4% 18,198 $1.5M
Tennessee Valley Asset Management Partners 0.24% Add +3.9% 18,174 $1.5M
Teachers Insurance & Annuity Association of America 1.98% No change 18,147 $1.5M
Oakwell Private Wealth Management, LLC 0.41% Reduce -13.6% 18,123 $1.5M
BNC Wealth Management, LLC 0.53% New 18,071 $1.5M
Smith, Moore & Co. 0.14% Reduce -0.9% 18,068 $1.5M
VeraBank, N.A. 0.41% No change 18,062 $1.5M
InTrack Investment Management Inc 1.34% Reduce -2.1% 18,042 $1.5M
Cobblestone Capital Advisors LLC 0.08% Reduce -2.9% 17,919 $1.5M
Clear Harbor Asset Management, LLC 0.12% Add +1.0% 17,898 $1.5M
Carnegie Investment Counsel 0.03% Reduce -1.9% 19,941 $1.5M
Fsa Wealth Partners, Inc. 0.55% Reduce -2.7% 17,756 $1.5M
Chemung Canal Trust Co. 0.32% Add +0.2% 17,756 $1.5M
Stratos Wealth Partners, LTD. 0.02% Reduce -27.5% 17,717 $1.4M
CSM Advisors, LLC 0.08% New 17,700 $1.4M
Johnson Financial Group, LLC 0.15% Add +366.2% 17,686 $1.4M
Steph & Co. 0.52% Reduce -14.1% 17,666 $1.4M
Alpha Cubed Investments, LLC 0.06% Reduce -64.3% 17,609 $1.4M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.04% Add +4.1% 17,497 $1.4M
Genesis Wealth Advisors, LLC 1.16% Reduce -0.3% 17,464 $1.4M
Trust Point Inc. 0.13% No change 17,456 $1.4M
Moloney Securities Asset Management, LLC 0.19% Add +20.2% 17,383 $1.4M
Fiduciary Alliance LLC 0.14% New 16,995 $1.4M
Davis R M Inc. 0.03% Reduce -2.8% 16,974 $1.4M
1832 Asset Management L.P. 0.00% Reduce -60.9% 16,933 $1.4M
CM Wealth Advisors LLC 0.44% No change 16,835 $1.4M
ProVise Management Group, LLC 0.12% Reduce -6.9% 16,705 $1.4M
Evergreen Capital Management LLC 0.05% Add +1.6% 16,655 $1.4M
North Star Investment Management Corp. 0.10% Reduce -0.0% 16,654 $1.4M
O'shaughnessy Asset Management, LLC 0.01% Add +9.2% 16,653 $1.4M
Riverbridge Partners LLC 0.02% Reduce -47.4% 16,647 $1.4M
Aegis Wealth Management LLC 0.80% Add +41.8% 16,632 $1.4M
Gladstone Institutional Advisory LLC 0.06% Reduce -5.0% 16,513 $1.3M
Tortoise Investment Management, LLC 0.14% Reduce -0.6% 16,471 $1.3M
Norden Group LLC 0.15% Add +2.6% 16,421 $1.3M
Well Done, LLC 0.24% Reduce -3.8% 17,726 $1.3M
Equitable Trust Co. 0.07% No change 16,380 $1.3M
Hollencrest Capital Management 0.06% No change 16,334 $1.3M
Strive Asset Management, LLC 0.92% Reduce -5.4% 16,249 $1.3M
Mather Group, Llc. 0.02% Add +3.5% 16,213 $1.3M
TFO Wealth Partners, LLC 0.26% New 16,182 $1.3M
Pine Valley Investments Ltd Liability Co 0.08% Reduce -82.0% 16,154 $1.3M
VestGen Advisors, LLC 0.06% — 16,093 $1.3M
Schechter Investment Advisors, LLC 0.11% No change 16,092 $1.3M
Headinvest, LLC 0.25% Reduce -2.6% 16,038 $1.3M
Legacy Bridge, LLC 0.73% Add +0.4% 16,033 $1.3M
SBI Securities Co., Ltd. 0.04% Reduce -9.3% 15,888 $1.3M
Wolff Financial Management LLC 0.36% Reduce -0.1% 15,852 $1.3M
Hemington Wealth Management 0.20% Reduce -1.2% 15,858 $1.3M
Beacon Financial Group 0.14% Add +156.7% 15,856 $1.3M
SageView Advisory Group, LLC 0.06% Add +3.2% 15,829 $1.3M
Lowe Brockenbrough & Co. Inc. 0.08% No change 15,768 $1.3M
Builder Investment Group Inc. 0.37% Reduce -2.0% 15,725 $1.3M
Redwood Park Advisors LLC 1.08% Add +0.1% 15,703 $1.3M
Michels Family Financial, LLC 1.16% Add +2.3% 15,669 $1.3M
Orrstown Financial Services Inc. 0.30% Reduce -10.5% 15,585 $1.3M
Strategic Investment Advisors / MI 0.13% Reduce -3.6% 15,554 $1.3M
ORBA Wealth Advisors, L.L.C. 0.64% Reduce -0.6% 15,536 $1.3M
Firestone Capital Management 0.33% Reduce -2.6% 15,529 $1.3M
LaSalle St. Investment Advisors, LLC 0.30% Add +2.6% 15,532 $1.3M
Texas Yale Capital Corp. 0.05% No change 15,517 $1.3M
Farmers & Merchants Trust Co of Chambersburg PA 0.45% Reduce -0.1% 15,511 $1.3M
Victory Financial Group, LLC 0.24% Reduce -4.6% 15,452 $1.3M
Brass Tax Wealth Management, Inc. 0.26% Reduce -3.6% 15,388 $1.3M
Insigneo Advisory Services, LLC 0.13% Reduce -10.2% 15,371 $1.3M
Wedmont Private Capital 0.06% No change 15,858 $1.3M
Stockman Wealth Management, Inc. 0.18% Add +9.3% 15,247 $1.2M
Affiance Financial, LLC 0.29% No change 15,217 $1.2M
Ledyard National Bank 0.12% Reduce -8.4% 15,216 $1.2M
Strategy Asset Managers LLC 0.26% Reduce -3.6% 15,203 $1.2M
River Wealth Advisors LLC 0.17% Reduce -9.9% 15,195 $1.2M
Cambridge Advisors Inc. 0.27% No change 15,186 $1.2M
Plante Moran Financial Advisors, LLC 0.11% Reduce -8.9% 15,182 $1.2M
First Manhattan Co. Llc. 0.00% Reduce -0.2% 15,165 $1.2M
Wingate Wealth Advisors, Inc. 1.42% Add +0.4% 15,136 $1.2M
Zhang Financial LLC 0.07% Reduce -2.9% 15,130 $1.2M
Stordahl Capital Management, Inc. 0.29% Reduce -0.2% 15,122 $1.2M
Rossmore Private Capital 0.15% Reduce -1.1% 15,110 $1.2M
Hexagon Capital Partners LLC 0.23% Reduce -1.3% 15,014 $1.2M
Tompkins Financial Corp. 0.12% No change 14,992 $1.2M
Sunburst Financial Group, LLC 0.30% Reduce -0.2% 14,957 $1.2M
Texas Capital Bancshares Inc 0.52% Add +2.8% 14,921 $1.2M
Cahaba Wealth Management, Inc. 0.10% Reduce -3.1% 14,897 $1.2M
Sentinel Trust Co. Lba 0.14% Reduce -7.6% 14,891 $1.2M
Innova Wealth Partners 0.75% Add +57.2% 14,887 $1.2M
Long Road Investment Counsel, LLC 0.47% Reduce -1.0% 14,840 $1.2M
Factor Wealth Management LTD 0.37% Reduce -0.7% 14,824 $1.2M
World Equity Group, Inc. 0.35% Add +94.9% 14,794 $1.2M
Avantax Planning Partners, Inc. 0.04% No change 14,788 $1.2M
Sovereign Financial Group, Inc. 0.28% Reduce -0.4% 14,770 $1.2M
Matrix Asset Advisors Inc. 0.13% Reduce -3.6% 14,764 $1.2M
Evoke Wealth, LLC 0.03% Add +7.0% 14,494 $1.2M
Emprise Bank 0.63% No change 14,452 $1.2M
Douglass Winthrop Advisors, LLC 0.02% Add +90.8% 14,445 $1.2M
Franklin, Parlapiano, Turner & Welch, LLC 0.32% No change 14,369 $1.2M
Diversified Portfolios, Inc. 0.12% Reduce -1.0% 14,355 $1.2M
Financial Advocates Investment Management 0.08% Reduce -8.1% 14,320 $1.2M
Total Investment Management Inc. 0.15% Reduce -24.1% 14,314 $1.2M
Del-Sette Capital Management, LLC 0.92% No change 14,300 $1.2M
Forte Asset Management LLC 0.59% Reduce -11.5% 14,280 $1.2M
Roehl & Yi Investment Advisors, LLC 0.63% Add +0.4% 14,279 $1.2M
Towerpoint Wealth, LLC 0.58% Reduce -0.4% 14,240 $1.2M
Highland Capital Management, LLC 0.07% Add +3.7% 14,171 $1.2M
TCI Wealth Advisors, Inc. 0.09% Add +4.8% 14,141 $1.2M
Members Trust Co 0.04% Add +11.6% 14,078 $1.2M
Valued Retirements, Inc. 1.51% No change 14,071 $1.2M
Apella Capital, LLC 0.04% Add +60.2% 14,597 $1.1M
Paladin Advisory Group, LLC 0.92% Reduce -7.5% 14,027 $1.1M
JARISLOWSKY, FRASER Ltd 0.01% Reduce -12.4% 14,000 $1.1M
Aspen Capital Management, LLC 0.37% — 14,000 $1.1M
Henrickson Nauta Wealth Advisors, Inc. 0.46% No change 14,632 $1.1M
Beaumont Financial Advisors, LLC 0.09% Add +1.8% 13,782 $1.1M
First Merchants Corp. 0.04% No change 13,743 $1.1M
Condor Capital Management 0.10% Reduce -0.6% 13,666 $1.1M
Chapin Davis, Inc. 0.38% Reduce -2.3% 13,658 $1.1M
German American Bancorp, Inc. 0.12% No change 13,626 $1.1M
Red Tortoise LLC 0.58% No change 13,601 $1.1M
Eagle Global Advisors LLC 0.05% Reduce -39.6% 13,560 $1.1M
Adirondack Trust Co. 0.43% Add +2.5% 13,559 $1.1M
Haverford Trust Co 0.01% Reduce -2.4% 13,394 $1.1M
Bank of Marin 1.39% Reduce -45.0% 13,356 $1.1M
Waldron Private Wealth LLC 0.05% Add +21.0% 13,341 $1.1M
Avity Investment Management Inc. 0.09% Add +25.2% 13,333 $1.1M
Turtle Creek Wealth Advisors, LLC 0.16% No change 13,285 $1.1M
GFS Advisors, LLC 0.22% No change 13,245 $1.1M
CGN Advisors LLC 0.11% Reduce -7.7% 13,232 $1.1M
Truepoint, Inc. 0.03% Reduce -5.5% 13,213 $1.1M
Northeast Investment Management 0.05% Add +1.6% 13,206 $1.1M
Sunflower Bank, N.A. 0.30% No change 13,196 $1.1M
Sapient Capital LLC 0.02% Reduce -1.1% 13,134 $1.1M
Blueprint Investment Partners LLC 0.19% Add +2.8% 13,006 $1.1M
Procyon Advisors, LLC 0.06% Reduce -2.1% 12,857 $1.1M
GW&K Investment Management, LLC 0.01% Reduce -4.6% 12,737 $1.0M
Corundum Trust Company, INC 3.00% Add +0.9% 12,735 $1.0M
Brandywine Oak Private Wealth LLC 0.10% Reduce -0.2% 12,717 $1.0M
Earnest Partners LLC 0.01% No change 12,687 $1.0M
Simplicity Wealth,LLC 0.08% Reduce -34.2% 12,658 $1.0M
Trust Co 0.12% No change 12,647 $1.0M
Latitude Advisors, LLC 0.60% New 12,641 $1.0M
Sandy Cove Advisors, LLC 0.41% Add +1.1% 12,615 $1.0M
DF Dent & Co. Inc. 0.01% Add +1.1% 12,585 $1.0M
Manhattan West Asset Management, LLC 0.26% Add +1.0% 12,560 $1.0M
Palumbo Wealth Management LLC 0.34% Reduce -0.0% 12,496 $1.0M
Traynor Capital Management, Inc. 0.09% Reduce -8.6% 12,419 $1.0M
Radnor Capital Management, LLC 0.17% Reduce -6.8% 12,400 $1.0M
Sterling Investment Advisors, Ltd. 0.24% Add +42.5% 12,382 $1.0M
Pitcairn Co. 0.06% Reduce -0.6% 12,344 $1.0M
Patten Group, Inc. 0.23% Add +1.8% 12,336 $1.0M
Archvest Wealth Advisors, Inc. 0.83% Reduce -13.1% 12,330 $1.0M
Contravisory Investment Management, Inc. 0.21% Reduce -7.8% 12,313 $1.0M
Baron Wealth Management LLC 0.44% Reduce -2.3% 12,293 $1.0M
Allium Financial Advisors, LLC 0.92% — 12,286 $1.0M
High Net Worth Advisory Group LLC 0.28% No change 12,250 $1.0M
Alterna Wealth Management, Inc. 0.76% New 12,234 $1000K
Aspen Investment Management Inc 0.46% No change 12,208 $998K
Anchor Capital Advisors LLC 0.03% No change 12,163 $994K
Ironwood Investment Counsel, LLC 0.17% Add +11.1% 12,058 $986K
Axis Wealth Partners, LLC 0.73% Add +188.6% 12,050 $985K
Hudson Portfolio Management LLC 0.95% Add +19.8% 12,043 $984K
Park National Corp. 0.04% Add +11.6% 12,028 $983K
Truefg, LLC 0.32% Reduce -1.1% 12,020 $982K
Roberts Glore & Co. Inc. 0.30% New 12,006 $981K
SC&H Financial Advisors, Inc. 0.19% Reduce -3.3% 11,983 $979K
WealthShield Partners, LLC 0.13% Add +5.9% 11,974 $979K
Holistic Financial Partners 0.47% No change 11,917 $974K
IFG Advisory, LLC 0.05% Add +0.1% 11,898 $972K
Eagle Rock Investment Company, LLC 0.17% Add +4.4% 11,897 $972K
Savior LLC 5.84% Reduce -7.5% 11,893 $972K
Keystone Wealth Services, LLC 0.26% No change 11,821 $966K
Enterprise Bank & Trust Co 0.37% Reduce -6.0% 11,650 $952K
JSF Financial, LLC 0.25% Add +48.0% 11,639 $951K
TCV Trust & Wealth Management, Inc. 0.09% Reduce -0.3% 11,629 $950K
MidAtlantic Capital Management, Inc. 0.75% No change 11,607 $949K
Mairs & Power Inc. 0.01% New 11,571 $946K
Regal Investment Advisors LLC 0.08% Reduce -32.0% 11,556 $945K
Bahl & Gaynor LLC 0.00% Reduce -42.9% 11,505 $940K
Ritter Daniher Financial Advisory LLC / DE 0.26% Add +2.2% 11,442 $935K
Private Client Services, LLC 0.46% Reduce -0.7% 11,431 $934K
Capital Investment Advisors, LLC 0.02% Reduce -16.5% 11,426 $934K
Peoples Bank 0.63% Add +85.9% 11,416 $933K
Breakwater Capital Group 0.17% Add +9.8% 11,412 $933K
Exencial Wealth Advisors, LLC 0.03% Add +1.9% 11,381 $930K
Tiemann Investment Advisors, LLC 0.42% Reduce -0.3% 11,344 $927K
Cyndeo Wealth Partners, LLC 0.06% Reduce -2.5% 11,327 $926K
Vontobel Holding Ltd. 0.00% Reduce -18.1% 11,282 $922K
Macquarie Group Ltd. 0.00% Add +20.3% 11,232 $918K
Saxon Interests, Inc. 0.43% Reduce -7.2% 11,227 $918K
Hickory Point Bank & Trust 0.81% Add +83.8% 11,223 $917K
Legacy Capital Group California, Inc. 0.32% Reduce -13.9% 11,205 $916K
Wealthspire Retirement, LLC 0.07% Reduce -1.7% 11,171 $913K
Apeiron RIA LLC 0.28% Add +15.4% 11,142 $911K
Y-Intercept (Hong Kong) Ltd 0.06% Reduce -48.0% 11,119 $909K
Compass Planning Associates Inc 0.92% No change 11,118 $909K
Lighthouse Financial LLC 0.78% Reduce -27.9% 11,090 $906K
Capital Planning Advisors, LLC 0.14% Reduce -7.7% 11,087 $906K
Wells Trecaso Financial Group, LLC 0.30% No change 11,043 $903K
Partners in Financial Planning 0.18% Reduce -1.3% 11,026 $901K
Pennington Partners & Co., LLC 0.51% Reduce -0.4% 10,977 $897K
Savvy Advisors, Inc. 0.09% Reduce -2.4% 10,950 $895K
Cordgrass Capital Advisors, LLC 0.25% Add +2.2% 10,880 $889K
Independent Wealth Network Inc. 0.35% Add +7.7% 10,828 $885K
Golden State Wealth Management, LLC 0.13% Reduce -8.4% 10,825 $885K
Keudell/Morrison Wealth Management 0.21% Add +2.3% 10,772 $880K
City Center Advisors, LLC 1.03% Reduce -6.4% 10,746 $878K
CFM Wealth Partners LLC 0.15% No change 10,746 $878K
BridgePort Financial Solutions, LLC 0.39% Add +13.1% 10,649 $870K
O'Connor Financial Group LLC 0.45% Add +2.2% 10,631 $869K
Yukon Wealth Management, Inc. 0.36% — 10,620 $868K
Dynasty Wealth Management, LLC 0.01% Reduce -95.4% 10,607 $867K
Thomasville National Bank 0.06% Reduce -7.8% 10,560 $863K
LCNB Corp. 0.32% No change 10,552 $862K
Empower Advisory Group, LLC 0.00% Add +2.0% 10,538 $861K
3EDGE Asset Management, LP 0.06% New 10,449 $860K
MBL Wealth, LLC 0.09% No change 10,490 $857K
Flagship Harbor Advisors, LLC 0.05% Add +2.3% 10,488 $857K
Assetmark, Inc. 0.00% Reduce -66.7% 10,442 $853K
Zacks Investment Management 0.01% Reduce -51.1% 10,422 $852K
Patriot Investment Management Group, Inc. 0.06% Reduce -1.6% 10,370 $848K
Stratos Wealth Advisors, LLC 0.05% Reduce -51.2% 10,368 $847K
Frederick Financial Consultants, LLC 0.61% Reduce -1.6% 10,328 $844K
American National Bank & Trust 0.09% Reduce -12.1% 10,313 $843K
Stephenson & Company, Inc. 0.55% No change 10,306 $842K
SummitTX Capital, L.P. 0.04% — 10,291 $841K
Mission Financial Group, LLC 0.77% — 8,639 $839K
Private Wealth Group, LLC 0.49% Reduce -2.9% 10,262 $839K
SPC Financial, Inc. 0.07% Reduce -0.3% 10,222 $835K
Future You Wealth LLC 0.53% Reduce -3.3% 10,203 $834K
Pine Haven Investment Counsel, Inc 0.70% No change 10,197 $833K
Lansing Street Advisors 0.28% Add +26.6% 10,179 $832K
Kanawha Capital Management LLC 0.06% Reduce -2.1% 10,124 $827K
Woodmont Investment Counsel LLC 0.06% Reduce -21.9% 10,067 $823K
Salem Investment Counselors Inc. 0.03% Reduce -2.4% 10,061 $822K
Disciplined Investments, LLC 0.38% Reduce -1.0% 10,054 $822K
Shayne & Jacobs, LLC 0.20% Reduce -1.9% 10,053 $822K
Camden National Bank 0.12% Reduce -3.0% 10,052 $822K
Advisor Resource Council 0.07% New 21,330 $821K
McIlrath & Eck, LLC 0.10% Reduce -0.1% 10,031 $820K
Essex Bank 0.20% Reduce -5.3% 10,029 $820K
Garde Capital, Inc. 0.05% Reduce -10.1% 9,993 $817K
Debussy Capital Management LP 0.13% Add +0.8% 9,936 $812K
Gen-Wealth Partners Inc 0.34% Add +243.6% 9,930 $812K
OneAscent Financial Services LLC 0.05% Add +52.6% 9,896 $810K
Oakworth Capital, Inc. 0.06% No change 9,905 $810K
Clayton Financial Group LLC 0.30% Reduce -3.0% 9,886 $808K
Beirne Wealth Consulting Services, LLC 0.29% Add +4.0% 9,860 $806K
Deroy & Devereaux Private Investment Counsel Inc. 0.05% No change 9,850 $805K
Leigh Baldwin & Co., LLC 0.65% Reduce -1.0% 9,809 $802K
Harbour Investments, Inc. 0.02% Reduce -26.6% 9,799 $801K
Private Wealth Management Group, LLC 0.29% No change 9,765 $798K
Whalerock Point Partners, LLC 0.20% No change 9,750 $797K
Beacon Bank & Trust 0.19% Reduce -2.0% 9,705 $793K
Boston Family Office LLC 0.06% Reduce -0.0% 9,697 $793K
Cypress Financial Planning LLC 0.29% Add +1.7% 9,693 $792K
Park Capital Management, LLC / WI 0.93% Reduce -16.6% 9,689 $792K
Marietta Wealth Management, LLC 0.12% No change 9,688 $792K
Burney Co./ 0.03% Add +4.0% 9,663 $790K
Nestegg Advisors, Inc. 0.84% No change 9,637 $788K
Mezzasalma Advisors, LLC 0.27% No change 9,605 $785K
MTM Investment Management, LLC 0.30% Add +1.1% 9,584 $784K
PKS Advisory Services, LLC 0.21% Reduce -6.7% 9,580 $783K
BlueSky Wealth Advisors, LLC 0.12% Reduce -2.3% 9,543 $780K
Main Street Financial Solutions, LLC 0.07% Reduce -6.0% 9,426 $770K
ESL Trust Services, LLC 0.17% Reduce -4.8% 9,352 $764K
Eight 31 Financial, LLC 0.49% No change 9,351 $764K
SkyOak Wealth, LLC 0.17% No change 9,332 $763K
Purkiss Capital Advisors LLC 0.57% No change 9,303 $760K
NYL Investors LLC 0.05% No change 9,300 $760K
Alley Investment Management Company, LLC 0.10% Reduce -1.4% 9,269 $758K
Waterford Advisors, LLC 0.31% Add +19.5% 9,246 $756K
Yardley Wealth Management LLC 0.44% Reduce -63.5% 9,241 $755K
Gerber Kawasaki Wealth & Investment Management 0.03% New 9,228 $754K
CENTRAL TRUST Co 0.02% Add +7.8% 9,218 $753K
SimpliFi, Inc. 0.34% Add +34.5% 9,199 $752K
Donor Advised Charitable Giving, Inc. 0.02% Add +1.2% 9,140 $747K
Elgethun Capital Management 0.17% No change 9,137 $747K
TFG Advisers LLC 0.27% Reduce -0.4% 9,127 $746K
CWA Asset Management Group, LLC 0.04% Reduce -25.3% 9,105 $744K
Clear Point Advisors Inc. 0.67% Reduce -1.4% 9,090 $743K
Lifeworks Advisors, LLC 0.12% Add +18.2% 9,063 $741K
Next Capital Management LLC 0.36% Reduce -3.3% 9,057 $740K
Peoples Bank 0.48% Reduce -8.2% 9,025 $738K
GC Wealth Management RIA, LLC 0.14% Reduce -20.7% 9,021 $737K
tru Independence LLC 0.23% Reduce -11.3% 9,012 $737K
Missouri Trust & Investment Co 0.26% No change 9,005 $736K
Aspen Grove Capital, LLC 0.14% Reduce -74.3% 8,954 $732K
Trust Co. of Oklahoma 0.25% No change 8,951 $732K
Exchange Bank 0.59% No change 8,936 $730K
Ullmann Wealth Partners Group, LLC 0.10% Reduce -7.7% 8,936 $730K
Greenup Street Wealth Management LLC 0.14% Reduce -15.1% 8,862 $724K
Relyea Zuckerberg Hanson LLC 0.10% Add +3.5% 8,849 $723K
Mainstay Capital Management LLC 0.10% New 8,829 $722K
Horan Securities, Inc. 0.27% No change 8,815 $720K
Thoroughbred Financial Services, LLC 0.04% Reduce -54.6% 8,794 $718K
Peterson Wealth Advisors, LLC 0.14% Reduce -2.4% 9,776 $716K
SeaCrest Wealth Management, LLC 0.08% Add +0.5% 8,756 $716K
Cynosure Group, LLC 0.10% Reduce -8.9% 8,712 $712K
Alpha Omega Wealth Management LLC 0.14% No change 8,708 $712K
Guidance Point Advisors, LLC 0.21% Reduce -6.9% 8,708 $712K
Colonial Trust Co / SC 0.11% Reduce -33.3% 8,665 $708K
Fca Corp. 0.23% Reduce -0.2% 8,664 $708K
Liberty Wealth Management LLC 0.14% Add +0.4% 8,651 $707K
Mechanics Bank Trust Department 0.10% No change 8,636 $706K
Easterly Investment Partners LLC 0.06% Reduce -30.7% 8,631 $705K
Sunbelt Securities, Inc. 0.06% Reduce -0.0% 8,587 $702K
Certuity, LLC 0.07% Reduce -11.9% 8,566 $700K
Kingswood Wealth Advisors, LLC 0.06% Reduce -32.7% 8,551 $699K
Sigma Planning Corp 0.02% Add +10.7% 8,540 $698K
Genesee Capital Advisors, LLC 0.35% No change 8,537 $698K
Personal Cfo Solutions, LLC 0.14% New 8,525 $697K
Jefferies Financial Group Inc. 0.01% Add +28.8% 8,513 $696K
Centerpoint Advisors, LLC 0.26% Reduce -2.9% 8,490 $694K
Aspen Wealth Management LLC 0.20% No change 8,476 $693K
Romano Brothers and Company 0.09% Add +1.1% 8,467 $692K
Caldwell Trust Co 0.07% Add +0.3% 8,467 $692K
Physician Wealth Advisors, Inc. 0.12% Reduce -12.5% 8,464 $692K
InvesTrust 0.19% Add +4.0% 8,454 $691K
Security Financial Services, INC. 0.14% Reduce -1.0% 8,447 $690K
Fidelity D & D Bancorp Inc. 0.45% Add +2.2% 8,426 $689K
Interchange Capital Partners, LLC 0.19% Reduce -2.4% 8,412 $688K
Peak Asset Management, LLC 0.13% No change 8,405 $687K
MSH Capital Advisors LLC 0.21% Reduce -0.3% 8,385 $685K
Trust Co of the South 0.14% No change 8,355 $683K
Hohimer Wealth Management, LLC 0.13% No change 8,331 $681K
Revolve Wealth Partners, LLC 0.10% No change 8,322 $680K
Family Capital Trust Co 0.24% Reduce -6.7% 8,307 $679K
Fortis Capital Advisors, LLC 0.14% New 8,302 $679K
Formidable Asset Management, LLC 0.11% No change 8,289 $677K
Integrated Investment Consultants, LLC 0.13% Reduce -72.9% 8,249 $674K
Collective Family Office LLC 0.18% No change 8,236 $673K
St Germain D J Co. Inc. 0.03% Reduce -4.6% 8,235 $673K
Moisand Fitzgerald Tamayo, LLC 0.09% No change 8,203 $670K
Chemistry Wealth Management LLC 0.16% Add +2.9% 8,196 $670K
Reston Wealth Management LLC 0.27% Reduce -1.7% 8,189 $669K
SOA Wealth Advisors, LLC. 0.14% Reduce -69.9% 8,168 $668K
Blake Schutter Theil Wealth Advisors, LLC 0.76% No change 8,139 $665K
MBA Advisors LLC 0.33% Reduce -3.4% 8,100 $662K
SeaBridge Investment Advisors LLC 0.14% No change 8,100 $662K
Optimum Investment Advisors 0.31% Add +12.5% 8,090 $661K
Argent Advisors, Inc. 0.22% Reduce -3.3% 8,089 $661K
Bright Financial Advisors, Inc. 0.41% Reduce -15.1% 8,080 $660K
Amplius Wealth Advisors, LLC 0.07% No change 8,079 $660K
Soltis Investment Advisors LLC 0.06% No change 8,056 $658K
Koss-Olinger Consulting, LLC 0.06% New 8,051 $658K
Topsail Wealth Management, LLC 0.13% No change 8,034 $657K
Mine & Arao Wealth Creation & Management, LLC. 0.32% Reduce -0.6% 8,027 $656K
Vestcor Inc 0.02% New 8,030 $656K
Elevation Wealth Partners, LLC 0.28% No change 8,025 $656K
GM Advisory Group, LLC 0.04% Reduce -6.5% 7,997 $654K
Beaird Harris Wealth Management, LLC 0.06% Add +0.5% 7,985 $653K
Arcus Capital Partners, LLC 0.26% Reduce -8.9% 7,973 $652K
Heritage Trust Co 0.08% No change 7,970 $651K
Liberty Square Wealth Partners LLC 0.25% No change 7,949 $650K
Balanced Wealth Group LLC 0.31% No change 7,893 $645K
New Age Alpha Advisors, LLC 0.03% Reduce -10.4% 7,877 $644K
Parcion Private Wealth LLC 0.05% No change 7,810 $638K
Tocqueville Asset Management L.P. 0.01% No change 7,807 $638K
JNBA Financial Advisors 0.07% Add +8.6% 7,806 $638K
Cypress Capital Group 0.08% No change 7,776 $636K
TruNorth Capital Management, LLC 0.16% New 7,766 $635K
Altman Advisors, Inc. 0.29% Add +1.5% 7,478 $634K
Townsend Asset Management Corp. /NC/ 0.24% Reduce -2.8% 7,750 $633K
Wolff Wiese Magana LLC 0.43% Add +64.6% 7,749 $633K
MFA Wealth Services 0.52% Reduce -10.8% 7,744 $633K
Capital Management Associates, Inc 0.14% Add +16.1% 7,728 $632K
Montag A & Associates Inc. 0.03% Add +15.4% 7,718 $631K
Lincoln Capital Corp. 0.26% No change 7,641 $624K
Doliver Advisors, LP 0.18% Reduce -12.3% 7,630 $624K
Empirical Asset Management, LLC 0.21% Add +47.9% 7,560 $618K
WMG Financial Advisors, LLC 0.26% Reduce -3.5% 7,550 $617K
Trilogy Capital Inc. 0.03% Reduce -4.7% 7,547 $617K
RKL Wealth Management LLC 0.06% Add +0.6% 7,544 $617K
Perritt Capital Management Inc 0.34% No change 7,527 $615K
Good Life Advisors, LLC 0.04% Add +0.9% 7,521 $615K
AE Wealth Management LLC 0.01% Reduce -5.4% 7,519 $615K
Forum Private Client Group LLC 0.27% Add +0.1% 7,517 $614K
Massachusetts Financial Services Co. 0.00% New 7,506 $613K
Clifford Swan Investment Counsel LLC 0.02% Add +2.5% 7,501 $613K
Opinicus Capital, Inc. 0.54% New 7,476 $611K
Brookmont Capital Management 0.34% Reduce -6.6% 7,469 $610K
Stelac Advisory Services LLC 0.25% No change 7,415 $606K
PBMares Wealth Management LLC 0.12% No change 7,398 $605K
M1 Capital Management LLC 0.38% Reduce -4.7% 7,357 $601K
First American Bank 0.04% No change 7,310 $597K
Aprio Wealth Management, LLC 0.07% Add +116.2% 7,308 $597K
Clarity Financial LLC 0.07% Add +19.8% 7,256 $593K
Ti-Trust, Inc. 0.39% No change 7,251 $593K
PFG Investments, LLC 0.04% Add +2.0% 7,241 $592K
RPS Advisory Solutions LLC 0.42% Reduce -5.5% 7,211 $589K
Armbruster Capital Management, Inc. 0.12% Reduce -1.4% 7,187 $587K
Potentia Wealth 0.28% Reduce -13.9% 7,180 $587K
New Covenant Trust Company, N.A. 0.62% Add +66.8% 7,104 $586K
Sage Capital Advisors,llc 0.15% Add +18.5% 7,160 $585K
Culbertson A N & Co. Inc. 0.09% No change 7,158 $585K
Insight Wealth Strategies, LLC 0.08% Add +4.8% 7,157 $585K
Oarsman Capital, Inc. 0.10% No change 7,122 $582K
Vista Capital Partners, Inc. 0.07% Add +0.1% 7,062 $577K
Ancora Advisors LLC 0.01% No change 7,054 $577K
John W. Brooker & Co., CPAs 0.24% Add +0.6% 7,035 $575K
Norway Savings Bank 0.33% Reduce -9.6% 7,030 $575K
Asset Dedication, LLC 0.05% Reduce -3.8% 7,011 $573K
Measured Risk Portfolios, Inc. 0.61% Reduce -12.0% 7,009 $573K
Awm Capital, LLC 0.07% Reduce -0.3% 7,000 $572K
Anchor Investment Management, LLC 0.05% Reduce -1.0% 6,979 $570K
CGC Financial Services, LLC 0.23% No change 6,974 $570K
Sabal Trust CO 0.03% No change 6,959 $569K
Wealth Preservation Advisors, LLC 0.41% — 6,953 $568K
Austin Asset Management Co Inc 0.12% No change 6,952 $568K
Carret Asset Management, LLC 0.06% Add +0.1% 6,901 $564K
Sentry LLC 0.11% No change 6,837 $559K
Studio Investment Management LLC 0.12% Add +124.0% 6,813 $557K
Founders Financial Securities LLC 0.05% New 6,535 $553K
Sound View Wealth Advisors Group, LLC 0.05% Reduce -14.5% 6,769 $553K
Duncan Williams Asset Management, LLC 0.20% No change 6,755 $552K
Pacific Sage Partners, LLC 0.12% Add +17.8% 6,754 $552K
Koshinski Asset Management, Inc. 0.05% No change 6,736 $551K
Magnus Financial Group LLC 0.05% Reduce -2.6% 6,731 $550K
Brand Asset Management Group, Inc. 0.23% No change 6,729 $550K
TFC Financial Management, Inc. 0.08% No change 6,717 $549K
Sageworth Trust Co of South Dakota 0.66% No change 6,700 $548K
JDM Financial Group LLC 0.28% Reduce -5.3% 6,681 $546K
Tilson Financial Group, Inc. 0.22% Reduce -4.1% 6,677 $546K
ARK & TLK Investments, LLC 0.19% No change 6,662 $545K
Gallacher Capital Management LLC 0.27% Reduce -23.9% 6,657 $544K
Arq Wealth Advisors, LLC 0.20% No change 6,655 $544K
Quantinno Capital Management LP 0.00% Reduce -18.3% 6,542 $535K
Horan Capital Advisors, LLC. 0.18% Add +2.8% 6,541 $535K
United Asset Strategies, Inc. 0.05% Reduce -59.8% 6,519 $533K
MKD Wealth Coaches, LLC 0.60% No change 6,513 $532K
Leisure Capital Management 0.22% No change 6,490 $530K
Financial Advisory Corp 0.09% Reduce -7.8% 6,486 $530K
Causeway Capital Management LLC 0.01% Reduce -87.8% 6,441 $526K
Horizon Advisory Services, Inc. 0.30% Reduce -0.2% 6,420 $525K
Ameritas Investment Partners, Inc. 0.02% Reduce -12.0% 6,418 $525K
Spinnaker Trust 0.03% Reduce -3.6% 6,377 $521K
Family Office Research LLC 0.25% Reduce -25.6% 6,365 $520K
Core Wealth Advisors, Inc. 0.17% Add +4.9% 6,365 $520K
Brookstone Capital Management 0.01% Add +3.7% 6,352 $519K
Howard Wealth Management, LLC 0.29% Reduce -1.4% 6,344 $519K
Journey Advisory Group, LLC 0.04% Reduce -10.0% 6,321 $517K
Bath Savings Trust Co 0.05% Reduce -10.4% 6,279 $513K
Finward Bancorp 0.44% Reduce -41.9% 6,273 $513K
Mascoma Wealth Management LLC 0.13% No change 6,264 $512K
Dentgroup LLC 0.38% Reduce -0.5% 6,256 $511K
TrinityBridge Ltd 0.01% No change 6,232 $509K
Ofc Financial Planning, LLC 0.58% No change 6,223 $509K
Sage Rhino Capital LLC 0.12% Add +0.0% 6,200 $507K
Greenwich Wealth Management LLC 0.04% No change 6,185 $506K
CBIZ Investment Advisory Services, LLC 0.02% No change 6,174 $505K
Security National Bank of So Dak 0.29% No change 6,170 $504K
Monte Financial Group, LLC 0.22% Reduce -0.8% 6,185 $502K
Stonebrook Private Inc. 0.13% New 6,116 $500K
Foundations Investment Advisors, LLC 0.01% Add +2.2% 6,100 $499K
Lakeshore Financial Planning, Inc. 0.21% No change 6,068 $496K
Marshall Financial Group Inc. 0.16% No change 6,038 $493K
Essex Financial Services, Inc. 0.04% Add +37.1% 6,037 $493K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% Reduce -0.8% 5,968 $493K
Howland Capital Management LLC 0.02% Reduce -18.2% 6,031 $493K
Hardin Capital Partners, LLC 0.30% No change 6,028 $493K
West Bancorporation Inc. 0.33% Reduce -16.7% 6,023 $492K
Conservest Capital Advisors, Inc. 0.05% Reduce -35.3% 6,020 $492K
City National Bank of Florida 0.44% Reduce -24.6% 6,016 $492K
DB Fitzpatrick & Co, Inc 0.47% No change 5,999 $490K
Three Bridge Wealth Advisors, LLC 0.17% Reduce -6.4% 5,996 $490K
Clarkston Capital Partners, LLC 0.01% Reduce -4.9% 5,992 $490K
Nations Financial Group Inc, /Ia/ 0.04% Reduce -1.7% 5,984 $489K
Bangor Savings Bank 0.05% Reduce -6.4% 5,968 $488K
Certified Advisory Corp 0.06% Reduce -23.0% 5,959 $487K
Park Edge Advisors, LLC 0.14% Reduce -25.7% 5,938 $485K
WestHill Financial Advisors, Inc. 0.11% Add +4.1% 5,917 $484K
Independent Advisor Alliance 0.02% Reduce -84.5% 5,916 $484K
Marion Wealth Management 0.13% Reduce -1.7% 5,914 $483K
Colorado Capital Management, Inc. 0.22% Reduce -0.2% 5,898 $482K
Operose Advisors LLC 0.16% Reduce -2.3% 5,890 $481K
Cannon Financial Strategists, Inc. 0.08% No change 5,889 $481K
Taylor Hoffman Capital Management LLC 0.18% No change 5,877 $481K
Investmark Advisory Group LLC 0.24% Reduce -4.1% 5,864 $479K
Impact Capital Partners LLC 0.17% Reduce -59.8% 5,859 $479K
Financial Guidance Group, Inc. 0.26% Reduce -43.6% 5,855 $479K
Bond & Devick Financial Network, Inc. 0.17% Add +3.4% 5,845 $478K
Harvest Investment Services, LLC 0.13% Reduce -43.3% 5,749 $470K
Sightline Wealth Advisors, LLC 0.25% No change 5,732 $468K
LJI Wealth Management, LLC 0.09% Reduce -7.1% 5,724 $468K
Farrell Financial LLC 0.34% Reduce -3.1% 5,708 $466K
Zions Bancorporation, National Association 0.03% — 5,700 $466K
Leavell Investment Management, Inc. 0.02% Add +3.6% 5,685 $465K
Fortress Private Ledger, LLC 0.26% Add +4.2% 5,661 $463K
Bonfire Financial 0.43% No change 5,646 $461K
Berkeley Capital Partners, LLC 0.13% Reduce -2.6% 5,635 $461K
Schrum Private Wealth Management LLC 0.40% Reduce -0.0% 5,616 $459K
Forum Financial Management, LP 0.01% Add +0.0% 5,613 $459K
Gilman Hill Asset Management, LLC 0.08% Reduce -77.5% 5,611 $459K
PFG Advisors 0.03% Add +1.8% 5,592 $457K
Petix & Botte Co 0.12% Add +0.7% 5,584 $456K
Creekside Partners 0.24% Reduce -8.1% 5,579 $456K
Argus Investors' Counsel, Inc. 0.35% Reduce -1.9% 5,561 $455K
Woodside Wealth Management LLC 0.42% — 5,560 $454K
Callan Capital, LLC 0.03% Add +0.0% 5,553 $454K
Wealth Dimensions Group, Ltd. 0.11% No change 5,548 $453K
Beese Fulmer Investment Management, Inc. 0.04% Reduce -7.5% 5,510 $450K
Citizens National Bank Trust Department 0.10% Reduce -0.5% 5,505 $450K
YHB Investment Advisors, Inc. 0.04% Add +0.6% 5,502 $450K
Long Run Wealth Advisors, LLC 0.10% No change 5,502 $450K
DDFG, Inc 0.12% Reduce -25.1% 5,492 $449K
Landmark Wealth Management, LLC 0.20% Reduce -4.2% 5,487 $448K
International Assets Investment Management, LLC 0.04% Reduce -2.9% 5,476 $448K
Samalin Investment Counsel, LLC 0.18% No change 5,465 $447K
Wetzel Investment Advisors, Inc. 0.23% Reduce -6.0% 5,464 $447K
NorthCrest Asset Manangement, LLC 0.01% Add +4.9% 5,435 $444K
Alpha Zero LLC 0.34% No change 5,432 $444K
North Star Asset Management Inc. 0.02% Add +4.5% 5,424 $443K
Meeder Advisory Services, Inc. 0.03% Add +13.1% 5,422 $443K
Alexander Randolph Advisory, Inc. 0.43% Add +7.5% 5,421 $443K
Frisch Financial Group, Inc. 0.12% No change 5,407 $442K
Hardman Johnston Global Advisors LLC 0.02% Reduce -37.4% 5,400 $441K
Seven Mile Advisory 0.29% No change 5,393 $441K
Castle Wealth Management LLC 0.17% No change 5,366 $439K
Edgestream Partners, L.P. 0.01% Reduce -18.8% 5,364 $438K
Baker Tilly Wealth Management, LLC 0.17% Reduce -25.5% 5,359 $438K
Telos Capital Management, Inc. 0.05% Reduce -0.0% 5,353 $438K
Capstone Investment Advisors, LLC 0.01% Add +533900.0% 5,340 $436K
Global Financial Private Client, LLC 0.17% No change 5,320 $435K
CPC Advisors, LLC 0.06% Add +1.1% 5,319 $435K
Sage Financial Group Inc. 0.03% Reduce -1.0% 5,290 $432K
Donaldson Capital Management, LLC 0.02% Reduce -0.1% 5,269 $431K
Clientfirst Wealth Management, LLC 0.49% No change 5,250 $429K
HM Payson & Co. 0.01% Reduce -11.1% 5,247 $429K
Russell Investments Group, Ltd. 0.00% Add +7.0% 5,242 $428K
CNB Bank 0.22% No change 5,232 $428K
Pioneer Trust Bank N A 0.11% No change 5,200 $425K
Bragg Financial Advisors, Inc 0.02% No change 5,189 $424K
Community Trust & Investment Co. 0.03% No change 5,185 $424K
Gables Capital Management Inc. 0.21% No change 5,179 $423K
Sound Stewardship, LLC 0.24% Add +0.8% 5,169 $422K
Jackson Hole Capital Partners, LLC 0.08% Reduce -38.7% 5,168 $422K
Pacific Capital Wealth Advisors, Inc. 0.07% Reduce -4.8% 5,165 $422K
Duncker Streett & Co. Inc. 0.08% Reduce -29.3% 5,151 $421K
First Business Financial Services, Inc. 0.04% No change 5,128 $419K
North Berkeley Wealth Management, LLC 0.44% Add +15.6% 5,114 $418K
Oak Family Advisors, LLC 0.17% Add +0.5% 5,105 $417K
Key Financial Inc 0.09% No change 5,104 $417K
Center for Financial Planning, Inc. 0.05% No change 5,103 $417K
Grayhawk Investment Strategies Inc. 0.95% No change 5,097 $417K
Kavar Capital Partners Group, LLC 0.07% No change 5,095 $416K
Old Second National Bank of Aurora 0.10% No change 5,070 $414K
Continuum Advisory, LLC 0.05% Reduce -8.4% 5,059 $413K
HCR Wealth Advisors 0.05% Reduce -0.1% 5,056 $413K
Roof Eidam Maycock Peralta, LLC 0.11% Add +79.1% 5,050 $413K
Blue Barn Wealth, LLC 0.22% Reduce -5.8% 5,048 $413K
Blue Fin Capital, Inc. 0.08% Reduce -0.9% 5,038 $412K
Benjamin Edwards Inc. 0.01% New 5,023 $411K
Vested Financial Planning, LLC 0.41% Add +0.9% 5,013 $410K
Forza Wealth Management, LLC 0.18% No change 5,000 $409K
Mosaic Financial Group, LLC 0.33% New 4,989 $408K
Index Fund Advisors, Inc. 0.03% No change 4,974 $407K
Bridges Investment Management Inc. 0.01% Reduce -21.9% 4,971 $406K
Acima Private Wealth, LLC 0.15% No change 4,970 $406K
Argentarii, LLC 0.20% Reduce -67.6% 4,967 $406K
Regent Peak Wealth Advisors LLC 0.10% Reduce -69.0% 4,951 $405K
Ellevest, Inc. 0.03% Add +71.5% 4,950 $405K
Grandfield & Dodd, LLC 0.02% No change 4,921 $402K
Magnolia Capital Management Ltd. 0.34% Add +56.8% 4,915 $402K
GHP Investment Advisors, Inc. 0.02% Reduce -5.8% 4,899 $400K
Pacific Financial Group Inc. 0.32% Reduce -3.9% 4,895 $400K
Gradient Capital Advisors, LLC 0.13% No change 4,885 $399K
Delta Investment Management, LLC 0.08% Add +12.6% 4,873 $398K
Wealth Architects, LLC 0.04% Add +0.1% 4,850 $396K
DBK Financial Counsel, LLC 0.39% No change 4,806 $393K
Victory Capital Management Inc. 0.00% Reduce -32.2% 4,781 $391K
Dynamic Financial Group 0.39% Add +16.7% 4,764 $389K
Garner Asset Management Corp 0.17% Reduce -3.9% 4,761 $389K
Financial Insights, Inc. 0.15% Add +9.9% 4,747 $388K
Strategic Blueprint, LLC 0.02% Add +4.6% 4,744 $388K
Rockwood Wealth Management, LLC 0.04% No change 4,734 $387K
Councilmark Asset Management, LLC 0.26% No change 4,680 $382K
OMNI 360 Wealth, Inc. 0.26% Reduce -3.8% 4,667 $381K
Trace Wealth Advisors, LLC 0.34% Reduce -2.8% 4,665 $381K
Pinnacle Wealth Management Advisory Group, LLC 0.04% No change 4,655 $380K
Fortitude Family Office, LLC 0.14% No change 4,654 $380K
Dakota Wealth Management 0.01% Reduce -12.3% 4,644 $380K
Northside Capital Management, LLC 0.06% No change 4,643 $379K
Heritage Wealth Management, Inc./Texas 0.22% Add +62.1% 4,627 $378K
Axxcess Wealth Management, LLC 0.01% Reduce -79.5% 4,624 $378K
Meridian Financial Advisors, LLC 0.26% Reduce -0.0% 4,615 $377K
Integris Wealth Management, LLC 0.11% Reduce -6.5% 4,575 $374K
Axos Invest Inc. 0.29% Reduce -7.1% 4,545 $371K
WP Advisors, LLC 0.12% No change 4,540 $371K
Members Wealth LLC 0.28% Add +1.8% 4,537 $371K
Adell Harriman & Carpenter Inc. 0.03% New 4,526 $370K
McElhenny Sheffield Capital Management, LLC 0.14% Add +22.0% 4,515 $369K
Financial Partners Group, Inc 0.06% Reduce -0.6% 4,515 $369K
Eldridge Investment Advisors, Inc. 0.08% No change 4,506 $368K
Hillcrest Wealth Advisors - NY, LLC 0.18% No change 4,500 $368K
Meridian Financial Partners LLC 0.18% No change 4,455 $364K
American Investment Services, Inc. 0.06% Reduce -0.6% 4,452 $364K
Verum Partners LLC 0.10% No change 4,429 $362K
Signaturefd, LLC 0.01% Add +8.5% 4,421 $361K
Wealthfront Advisers LLC 0.00% Add +4.3% 4,418 $361K
Up Strategic Wealth Investment Advisors LLC 0.32% No change 4,408 $360K
Bison Wealth, LLC 0.03% New 4,250 $360K
Legacy Advisors, LLC 0.04% Add +48.8% 4,401 $360K
Vawter Financial, Ltd. 0.20% Reduce -3.1% 4,394 $359K
Interactive Financial Advisors, Inc. 0.19% Reduce -1.2% 4,390 $359K
Aventura Private Wealth, LLC 0.19% Reduce -3.2% 4,387 $359K
Nicolet Advisory Services, LLC 0.04% Reduce -36.5% 4,651 $358K
Park Place Capital Corp 0.10% Reduce -78.5% 4,360 $356K
Climber Capital SA 0.28% No change 5,070 $356K
Gibson Capital, LLC 0.07% Add +19.4% 4,357 $356K
Klingenstein Fields & Co. LP 0.02% Reduce -52.5% 4,350 $356K
Tradition Wealth Management, LLC 0.03% Add +0.9% 4,347 $355K
Shelton Capital Management 0.01% No change 4,329 $354K
Meridian Investment Counsel Inc. 0.10% No change 4,323 $353K
Baltimore-Washington Financial Advisors, Inc. 0.02% No change 4,316 $353K
Copley Financial Group, Inc. 0.27% Reduce -19.0% 4,316 $353K
Patten & Patten Inc. 0.02% New 4,309 $352K
HUB Investment Partners, LLC 0.01% Add +0.1% 4,304 $352K
UNIVEST FINANCIAL Corp 0.02% No change 4,300 $351K
Cohen Klingenstein LLC 0.01% No change 4,300 $351K
Charles Schwab Trust Co 0.03% Reduce -0.1% 4,294 $351K
Canopy Partners, LLC 0.14% Reduce -54.8% 4,284 $350K
Searle & Co. 0.10% No change 4,269 $349K
Evolution Wealth Advisors, LLC 0.06% Add +50.8% 4,268 $349K
Elwood & Goetz Wealth Advisory Group, LLC 0.09% No change 4,268 $349K
Timonier Family Office, LTD. 0.15% Add +2.3% 4,265 $349K
Cordatus Wealth Management LLC 0.10% Reduce -76.2% 4,257 $348K
Sovran Advisors, LLC 0.05% Reduce -7.8% 4,280 $347K
Atalanta Sosnoff Capital, LLC 0.01% Add +20.1% 4,240 $347K
SMH Capital Advisors Inc. 0.80% No change 4,233 $346K
Baldwin Investment Management, LLC 0.04% Reduce -4.6% 4,225 $345K
Insight Advisors, LLC/ PA 0.06% No change 4,224 $345K
Plum Street Advisors, LLC 0.17% Reduce -19.1% 4,213 $344K
Financial Alternatives, Inc 0.24% No change 4,200 $343K
Olde Wealth Management, LLC 0.12% Reduce -3.0% 4,169 $340K
Acorn Wealth Advisors, LLC 0.14% No change 4,128 $337K
Horizon Investment Services, LLC 0.16% No change 4,122 $337K
Transcendent Capital Group LLC 0.19% No change 4,113 $336K
M Wealth Management, LLC 0.31% No change 4,111 $336K
Davies Financial Advisors, Inc. 0.29% New 4,100 $335K
Capital Advisory Group Advisory Services, LLC 0.13% Add +13.9% 4,095 $335K
MKT Advisors LLC 0.16% Reduce -1.9% 4,560 $334K
Vertex Planning Partners, LLC 0.07% Reduce -0.2% 4,071 $333K
Wealthstream Advisors, Inc. 0.06% No change 4,068 $333K
GAMMA Investing LLC 0.02% Add +1.7% 4,065 $332K
Family Manage LLC 0.05% Reduce -18.7% 4,030 $329K
S.A. Mason LLC 0.17% No change 4,024 $329K
TRUE Private Wealth Advisors 0.04% New 4,022 $329K
CPA Asset Management Group, LLC 0.14% No change 4,002 $327K
Godshalk Welsh Capital Management, Inc. 0.21% No change 4,000 $327K
Arkos Global Advisors 0.05% Reduce -4.0% 3,988 $326K
Sendero Wealth Management, LLC 0.05% No change 3,988 $326K
Pines Wealth Management, LLC 0.15% Add +16.0% 4,455 $325K
JPL Wealth Management, LLC 0.09% Reduce -1.3% 3,965 $324K
Concord Wealth Partners 0.05% Reduce -1.3% 3,951 $323K
Sageworth Trust Co 0.02% Reduce -87.8% 3,949 $323K
Morton Capital Management LLC 0.06% Reduce -0.5% 3,948 $323K
Valley Financial Group, Inc. 0.21% No change 3,946 $323K
Comprehensive Money Management Services LLC 0.26% No change 3,937 $322K
Carrera Capital Advisors 0.07% Reduce -11.4% 3,929 $321K
Ipswich Investment Management Co., Inc. 0.08% Reduce -13.2% 3,925 $321K
Kathmere Capital Management, LLC 0.03% No change 3,925 $321K
Cozad Asset Management Inc. 0.03% No change 3,921 $321K
Lakeridge Wealth Management LLC 0.16% No change 3,891 $318K
Rothschild Wealth LLC 0.09% Add +0.3% 3,887 $318K
Fiduciary Group, LLC 0.03% Reduce -6.2% 3,887 $318K
RTD Financial Advisors, Inc. 0.04% Reduce -31.3% 3,883 $317K
Leo Wealth, LLC 0.05% Reduce -52.4% 3,872 $316K
Ahl Investment Management, Inc. 0.22% No change 3,869 $316K
Foster Victor Wealth Advisors, LLC 0.03% No change 4,003 $316K
Ritholtz Wealth Management 0.01% Add +0.6% 3,863 $316K
Bull Street Advisors, LLC 0.15% No change 3,853 $315K
REDW Wealth LLC 0.12% Reduce -4.0% 3,852 $315K
ShoreHaven Wealth Partners, LLC 0.15% Reduce -10.4% 3,826 $313K
Trellis Wealth Advisors LLC 0.15% New 3,800 $311K
Evernest Financial Advisors, LLC 0.11% No change 3,756 $307K
Panoramic Capital Partners, LLC 0.32% New 4,195 $306K
BankPlus Trust Department 0.10% No change 3,744 $306K
Kohmann Bosshard Financial Services, LLC 0.04% No change 3,736 $305K
Claro Advisors Inc. 0.04% Reduce -66.1% 3,735 $305K
Piscataqua Savings Bank 0.27% Add +408.2% 3,735 $305K
Keystone Global Partners, LLC 0.21% — 3,732 $305K
one8zero8, LLC 0.07% Reduce -4.2% 3,703 $303K
Ami Investment Management Inc. 0.10% Reduce -0.9% 3,700 $302K
Cornerstone Wealth Management, LLC 0.02% Add +2.3% 3,693 $302K
Morling Financial Advisors, LLC 0.10% Add +1.9% 3,692 $302K
Joseph Group Capital Management 0.12% Reduce -16.8% 3,687 $301K
Cortland Associates Inc. 0.04% Add +0.3% 3,677 $301K
Next Level Private LLC 0.11% Reduce -0.3% 3,673 $300K
Advisors Capital Management, LLC 0.00% Reduce -19.9% 3,659 $299K
Pension & Wealth Management Advisors, Inc. 0.11% No change 3,637 $297K
Ausdal Financial Partners, Inc. 0.02% Reduce -23.2% 3,631 $297K
Discipline Wealth Solutions, LLC 0.14% Reduce -3.2% 3,612 $295K
TFB Advisors LLC 0.09% Add +15.7% 3,609 $295K
Bearing Point Capital, LLC 0.06% Reduce -1.9% 3,602 $294K
MMBG Investment Advisors Co. 0.03% New 3,600 $294K
Uptown Financial Advisors LLC 0.30% No change 3,599 $294K
Monetary Management Group Inc. 0.08% No change 3,595 $294K
Cornerstone Wealth Advisors, Inc. 0.08% Reduce -7.1% 3,582 $293K
Vermillion Wealth Management, Inc. 0.09% Reduce -5.5% 3,577 $292K
Florida Financial Advisors, LLC 0.11% New 3,558 $291K
Abound Wealth Management 0.10% Reduce -0.8% 3,545 $290K
MorganRosel Wealth Management, LLC 0.09% Add +0.5% 3,545 $290K
First National Bank & Trust Co. of Newtown 0.06% Reduce -44.4% 3,542 $289K
Coppell Advisory Solutions LLC 0.04% Add +32.5% 3,484 $289K
Tranquilli Financial Advisor LLC 0.18% Add +32.8% 3,532 $289K
Phocas Financial Corp. 0.04% Reduce -6.4% 3,520 $288K
KCM Investment Advisors LLC 0.01% No change 3,515 $287K
Augustine Asset Management Inc. 0.08% Add +8.1% 3,502 $286K
Legacy Edge Advisors, LLC 0.04% Add +31.2% 3,502 $286K
Turn8 Private Wealth Inc. 0.22% New 3,500 $286K
F&V Capital Management, LLC 0.07% New 3,500 $286K
GFG Capital, LLC 0.09% Reduce -3.1% 3,446 $282K
Archford Capital Strategies, LLC 0.04% Reduce -14.6% 3,440 $281K
Alpha Financial Advisors, LLC 0.12% Reduce -45.0% 3,434 $281K
Watershed Private Wealth LLC 0.11% Reduce -0.3% 3,424 $280K
Institute for Wealth Management, LLC. 0.04% Reduce -0.7% 3,423 $280K
Talon Private Wealth, LLC 0.04% Add +242.3% 3,450 $279K
Sonata Capital Group Inc. 0.12% Add +7.8% 3,414 $279K
Philip James Wealth Mangement, LLC 0.04% No change 3,412 $279K
Clearbridge Investments, LLC 0.00% Reduce -96.9% 3,410 $279K
Riversedge Advisors, LLC 0.06% Add +5.6% 3,405 $278K
Trivant Custom Portfolio Group, LLC 0.16% Add +31.6% 3,381 $276K
Holderness Investments Co. 0.06% No change 3,373 $276K
Hanson & Doremus Investment Management 0.04% No change 3,360 $275K
Ballentine Capital Advisors, Inc 0.14% No change 3,364 $275K
M.E. Allison & Co., Inc. 0.27% Add +0.8% 3,362 $275K
Elser Financial Planning, Inc 0.38% No change 3,359 $275K
Jacobi Capital Management LLC 0.02% No change 3,358 $274K
Westwood Holdings Group Inc. 0.00% No change 3,345 $273K
Motive Wealth Advisors 0.15% No change 3,343 $273K
Earned Wealth Advisors, LLC 0.06% No change 3,343 $273K
McClarren Financial Advisors, Inc. 0.18% New 2,818 $273K
Lutz Financial Services LLC 0.02% Reduce -0.5% 3,338 $273K
Marcum Wealth, LLC 0.02% Reduce -68.0% 3,335 $273K
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 0.04% No change 3,325 $272K
Walled Lake Planning & Wealth Management, LLC 0.10% Reduce -39.8% 3,304 $270K
Tillman Hartley LLC 0.08% Add +22.6% 3,301 $270K
W.G. Shaheen & Associates DBA Whitney & Co 0.03% No change 3,300 $270K
Plancorp, LLC 0.01% New 3,298 $270K
HighMark Wealth Management LLC 0.16% No change 3,297 $269K
Chilton Investment Co. Inc. 0.01% No change 3,281 $268K
Bigelow Investment Advisors, LLC 0.13% Add +0.9% 3,279 $268K
Rogco, LP 0.11% Reduce -30.1% 3,277 $268K
Financial Advisors, LLC 0.05% No change 3,274 $268K
Wealthstar Advisors, LLC 0.12% Reduce -10.9% 3,251 $266K
Melfa Wealth Management, Inc. 0.18% No change 3,225 $264K
SFG Wealth Management, LLC. 0.13% No change 3,206 $262K
Client 1ST Advisory Group, LLC 0.10% No change 3,196 $261K
Northwest Financial Advisors 0.22% No change 3,185 $260K
TPG Advisors LLC 0.21% Add +10.3% 3,185 $260K
Occidental Asset Management, LLC 0.04% Reduce -0.2% 3,182 $260K
Greenwood Capital Associates LLC 0.04% New 3,175 $259K
Tsfg, LLC 0.05% No change 3,174 $259K
Grey Ledge Advisors, LLC 0.07% Add +0.0% 3,167 $259K
PACK Private Wealth, LLC 0.15% No change 3,149 $257K
Avant Financial Advisors LLC 0.23% Reduce -4.8% 3,140 $257K
Medallion Wealth Advisors, LLC 0.12% Add +3.2% 3,130 $256K
Accel Wealth Management 0.09% New 3,125 $255K
Means Investment Co., Inc. 0.03% No change 3,121 $255K
Meritage Portfolio Management 0.02% No change 3,119 $255K
Global View Capital Management LLC 0.09% Reduce -8.3% 3,109 $254K
Octavia Wealth Advisors, LLC 0.03% Reduce -1.2% 3,103 $254K
Summit Wealth Partners, LLC 0.05% No change 3,097 $253K
Blue Chip Partners, LLC 0.02% New 3,097 $253K
Creative Capital Management Investments LLC 0.10% No change 3,095 $253K
Cooksen Wealth, LLC 0.26% No change 3,165 $253K
EPG Wealth Management LLC 0.07% No change 3,077 $251K
Marquette Associates, Inc. 0.25% Reduce -98.3% 3,074 $251K
J.P. Marvel Investment Advisors, LLC 0.04% No change 3,069 $251K
Yoffe Investment Management, LLC 0.37% No change 3,068 $251K
Sard Wealth Management Group, LLC 0.17% No change 3,065 $251K
Investor's Fiduciary Advisor Network, LLC 0.12% Reduce -18.1% 3,064 $250K
Northstar Advisory Group, LLC 0.16% Reduce -28.7% 3,050 $249K
Sargent Investment Group, LLC 0.04% No change 3,045 $249K
Kovack Advisors, Inc. 0.03% Reduce -2.1% 3,043 $249K
Financial Perspectives, Inc 0.08% No change 3,035 $248K
Quadrant Private Wealth Management, LLC 0.06% Add +2.8% 3,035 $248K
Windward Private Wealth Management Inc. 0.10% Reduce -9.5% 3,033 $248K
FC Advisory LLC 0.08% No change 3,029 $248K
HHM Wealth Advisors, LLC 0.03% No change 3,014 $246K
Steigerwald, Gordon & Koch Inc. 0.03% Reduce -2.0% 2,970 $243K
Diversify Advisory Services, LLC 0.02% Reduce -30.6% 2,855 $242K
First National Advisers, LLC 0.04% Add +3.2% 2,941 $240K
Avion Wealth 0.06% No change 3,159 $238K
Angeles Wealth Management, LLC 0.02% No change 2,895 $237K
Moss Adams Wealth Advisors LLC 0.02% No change 2,892 $236K
Armor Investment Advisors, LLC 0.10% Add +0.9% 2,882 $236K
Northwest Bancshares, Inc. 0.04% Reduce -4.2% 2,882 $236K
Pasadena Private Wealth, LLC 0.05% New 2,876 $235K
Financial Life Advisors 0.09% No change 2,874 $235K
Childress Capital Advisors, LLC 0.07% No change 2,867 $234K
Willner & Heller, LLC 0.22% No change 2,848 $233K
WorthPointe, LLC 0.11% New 2,848 $233K
Dearborn Partners LLC 0.01% No change 2,842 $232K
West Paces Advisors Inc. 0.05% Reduce -15.0% 2,839 $232K
Wealthcare Capital Management LLC 0.02% Reduce -9.2% 2,839 $232K
Moser Wealth Advisors, LLC 0.12% New 2,830 $231K
First Financial Corp. 0.11% No change 2,819 $230K
Trans-Canada Capital Inc. 0.02% Reduce -6.1% 2,817 $230K
Trivium Point Advisory, LLC 0.03% No change 2,815 $230K
Omnia Family Wealth, LLC 0.10% New 2,814 $230K
First Trust Advisors LP 0.00% Reduce -28.9% 2,813 $230K
Navis Wealth Advisors, LLC 0.22% Reduce -37.9% 2,802 $229K
Bill Few Associates, Inc. 0.08% Add +1.4% 2,792 $228K
FLC Capital Advisors 0.05% No change 2,786 $228K
Centurion Wealth Management LLC 0.07% No change 2,999 $227K
Signature Estate & Investment Advisors LLC 0.01% Reduce -1.0% 2,769 $226K
Sharpepoint LLC 0.20% New 2,655 $225K
Winthrop Capital Management, LLC 0.06% No change 2,759 $225K
Guyasuta Investment Advisors Inc. 0.01% Reduce -20.7% 2,725 $223K
Willow Creek Wealth Management Inc. 0.02% Add +2.5% 2,722 $223K
Von Berge Wealth Management Group, LLC 0.14% No change 2,652 $222K
Aurora Private Wealth, Inc. 0.18% Reduce -12.3% 2,718 $222K
Transatlantique Private Wealth LLC 0.09% No change 2,715 $222K
Intellectus Partners, LLC 0.05% Add +2.2% 2,710 $222K
Sensible Money, LLC 0.09% No change 2,702 $221K
Bank of Stockton 0.07% Reduce -23.7% 2,700 $221K
Cranbrook Wealth Management, LLC 0.05% Reduce -0.9% 2,698 $221K
Galvin, Gaustad & Stein, LLC 0.02% New 2,692 $220K
Widmann Financial Services, Inc. 0.17% No change 2,691 $220K
Folger Nolan Fleming Douglas Capital Management, Inc. 0.02% No change 2,690 $220K
Elk River Wealth Management LLC 0.04% Reduce -9.2% 2,675 $219K
Gerber, LLC 0.18% Add +0.6% 2,666 $218K
Balboa Wealth Partners 0.05% New 2,663 $218K
Private Management Group Inc. 0.01% No change 2,655 $217K
Element Wealth, LLC 0.12% Reduce -5.8% 2,650 $217K
USA Financial Formulas 0.04% Add +26.3% 2,648 $216K
Richards, Merrill & Peterson, Inc. 0.11% No change 2,638 $216K
Rappaport Reiches Capital Management, LLC 0.05% New 2,620 $214K
Zeit Capital LLC 0.16% No change 2,620 $214K
Grant/GrossMendelsohn, LLC 0.12% Reduce -11.9% 2,528 $214K
Rodgers & Associates, LTD 0.03% New 2,616 $214K
Founders Financial Alliance, LLC 0.05% Add +25.3% 2,610 $213K
Willis Johnson & Associates, Inc. 0.02% New 2,610 $213K
Kraft, Davis & Associates, LLC 0.07% New 2,581 $213K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.03% Reduce -9.8% 2,565 $211K
Marathon Strategic Advisors, LLC 0.23% New 2,583 $211K
Everhart Financial Group, Inc. 0.03% New 2,583 $211K
Fonville Wealth Management LLC 0.06% Reduce -8.8% 2,571 $211K
Successful Portfolios LLC 0.14% New 2,581 $211K
Rathbones Group PLC 0.00% New 2,580 $211K
First National Bank Sioux Falls 0.09% New 2,574 $210K
Schnieders Capital Management LLC 0.05% New 2,568 $210K
IAM Advisory, LLC 0.05% New 2,564 $210K
Advus Financial Partners, LLC 0.06% New 2,563 $209K
Planned Solutions, Inc. 0.09% New 2,554 $209K
Total Wealth Planning, LLC 0.03% Reduce -27.7% 2,549 $208K
IRON Financial LLC 0.12% New 2,545 $208K
L.K. Benson & Company, P.C. 0.14% New 2,542 $208K
Uptick Partners, LLC 0.07% New 2,540 $208K
Main Street Group, LTD 0.09% Reduce -12.8% 2,530 $207K
Keystone Financial Group 0.02% New 2,574 $206K
CRA Financial Services, LLC 0.04% New 2,515 $206K
Birchbrook, Inc. 0.11% No change 2,489 $203K
Knights of Columbus Asset Advisors LLC 0.01% No change 2,479 $203K
Clearstead Trust, LLC 0.05% No change 2,478 $203K
William Mack & Associates, Inc. 0.17% New 2,474 $202K
Brown, Lisle/Cummings, Inc. 0.06% No change 2,474 $202K
PDS Planning, Inc 0.02% New 2,460 $201K
Rede Wealth, LLC 0.07% New 2,452 $200K
Fielder Capital Group LLC 0.06% New 2,452 $200K
Sachetta, LLC 0.08% No change 2,451 $200K
Evensky & Katz LLC 0.01% Reduce -13.3% 2,450 $200K
Capital Investment Advisory Services, LLC 0.02% Add +1.2% 2,437 $199K
Red Lighthouse Investment Management, LLC 0.08% No change 2,400 $192K
Westside Investment Management, Inc. 0.04% No change 2,342 $191K
Logan Capital Management Inc. 0.01% Reduce -1.4% 2,280 $186K
CoreCap Advisors, LLC 0.01% Add +69.3% 2,277 $186K
Perkins Coie Trust Co 0.04% No change 2,271 $186K
Resources Management Corp. /CT/ 0.03% Reduce -37.7% 2,235 $183K
Mowery & Schoenfeld Wealth Management, LLC 0.36% No change 2,220 $181K
North Capital, Inc. 0.17% — 2,193 $179K
Raffa Wealth Management, LLC 0.04% No change 2,150 $176K
Colonial Trust Advisors 0.02% Reduce -0.8% 2,094 $171K
Kozak & Associates, Inc. 0.04% No change 1,985 $158K
Colony Family Offices, LLC 0.05% Reduce -91.0% 1,923 $157K
Centaurus Financial, Inc. 0.01% Reduce -3.0% 1,894 $155K
S&T Bank 0.05% No change 1,870 $153K
Winnacle Wealth LLC 0.14% No change 1,862 $152K
Cherry Tree Wealth Management, LLC 0.04% Reduce -53.0% 1,843 $151K
Ssa Swiss Advisors AG 0.08% — 1,828 $149K
Rosenberg Matthew Hamilton 0.04% No change 1,817 $149K
AlphaCore Capital LLC 0.01% New 1,763 $144K
NWK Group, Inc. 0.07% No change 1,762 $144K
WealthCollab, LLC 0.09% No change 1,744 $143K
Maryland Capital Advisors Inc. 0.06% Reduce -0.5% 1,744 $143K
Weaver Capital Management LLC 0.04% No change 1,731 $141K
Northwest Capital Management Inc 0.06% No change 1,728 $141K
City State Bank 0.05% Reduce -9.9% 1,720 $141K
CVA Family Office, LLC 0.02% No change 1,661 $136K
Arax Advisory Partners 0.01% Add +1.6% 1,634 $134K
PrairieView Partners, LLC 0.01% Reduce -13.8% 1,627 $132K
Creative Financial Designs Inc. 0.01% No change 1,606 $131K
Archer Investment Corp 0.03% No change 1,598 $131K
Icon Wealth Advisors, LLC 0.01% No change 1,587 $130K
Front Row Advisors LLC 0.05% No change 1,520 $124K
Stonebridge Financial Group, LLC 0.01% No change 1,514 $124K
Main Management LLC 0.01% No change 1,497 $122K
Glassman Wealth Services 0.02% Add +21.8% 1,467 $120K
SIMA Wealth Partners, LLC 0.10% No change 1,444 $118K
DecisionPoint Financial, LLC 0.03% No change 1,444 $118K
TD Capital Management LLC 0.01% No change 1,436 $117K
Union Savings Bank 0.06% No change 1,407 $115K
GPS Wealth Strategies Group, LLC 0.02% Add +2.1% 1,375 $112K
Barrett & Company, Inc. 0.05% No change 1,298 $106K
Davis Capital Management 0.08% No change 1,293 $106K
Inlight Wealth Management, LLC 0.06% New 1,261 $103K
Windsor Advisory Group, LLC 0.13% No change 1,244 $102K
Centennial Bank 0.05% Add +442.7% 1,221 $100K
DHJJ Financial Advisors, Ltd. 0.04% No change 1,193 $98K
Cornerstone National Bank & Trust Co 0.04% No change 1,186 $97K
Kings Path Partners LLC 0.05% No change 1,175 $96K
Tidemark, LLC 0.03% No change 1,148 $94K
Albion Financial Group 0.01% No change 1,107 $90K
Coston, McIsaac & Partners 0.03% No change 1,106 $90K
Spectrum Wealth Counsel, LLC 0.01% Reduce -2.8% 1,095 $89K
IAG Wealth Partners, LLC 0.01% No change 1,094 $89K
Avalon Trust Co 0.01% Reduce -26.6% 1,069 $87K
Sun Life Financial Inc. 0.01% Reduce -98.3% 1,062 $87K
N.E.W. Advisory Services LLC 0.01% New 1,041 $85K
Hopwood Financial Services, Inc. 0.07% No change 1,035 $85K
Olistico Wealth, LLC 0.05% Reduce -4.8% 1,023 $84K
Hamilton Point Investment Advisors, LLC 0.01% No change 1,022 $84K
Bogart Wealth, LLC 0.00% Reduce -12.0% 1,011 $83K
Cetera Trust Company, N.A 0.05% Reduce -51.8% 1,000 $82K
Bay Harbor Wealth Management, LLC 0.02% New 952 $78K
Nalls Sherbakoff Group, LLC 0.06% — 950 $78K
Granite Investment Partners, LLC 0.00% No change 950 $78K
Breakwater Investment Management 0.03% No change 929 $76K
Millstone Evans Group, LLC 0.05% No change 890 $73K
Midwest Capital Advisors, LLC 0.04% Reduce -6.6% 886 $72K
Harris Associates (Oakmark Funds) 0.00% Reduce -9.3% 882 $72K
Harel Insurance Investments & Financial Services Ltd. 0.00% No change 883 $71K
ORG Partners LLC 0.02% Reduce -46.9% 861 $70K
Sound Income Strategies, LLC 0.00% Reduce -0.1% 861 $70K
Atala Financial Inc 0.05% No change 843 $69K
Global Trust Asset Management, LLC 0.04% Reduce -94.4% 832 $68K
Ridgewood Investments LLC 0.03% Reduce -30.5% 799 $65K
Valued Wealth Advisors LLC 0.04% No change 797 $65K
Armstrong Advisory Group, Inc. 0.01% No change 856 $65K
Smartleaf Asset Management LLC 0.01% Reduce -7.3% 768 $63K
Ameriflex Group, Inc. 0.03% Add +29.6% 758 $62K
Howe & Rusling Inc. 0.01% Add +99.2% 743 $61K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.01% Add +11.1% 739 $60K
Rice Partnership, LLC 0.01% Add +103.9% 730 $60K
Sittner & Nelson, LLC 0.03% No change 720 $59K
Longview Financial Advisors LLC 0.04% No change 719 $59K
Balentine LLC 0.00% No change 710 $58K
Guardian Wealth Advisors, LLC / NC 0.00% Reduce -14.8% 708 $58K
Caldwell Sutter Capital, Inc. 0.03% Add +141.8% 706 $58K
Frazier Financial Advisors, LLC 0.04% Reduce -47.6% 661 $54K
Robinswood Financial LLC 0.02% No change 653 $53K
3Chopt Investment Partners, LLC 0.01% New 637 $52K
Cloud Capital Management, LLC 0.04% — 660 $52K
Beacon Capital Management, LLC 0.01% Reduce -25.3% 635 $52K
Curio Wealth, LLC 0.03% Reduce -99.6% 3 $51K
Cary Street Partners Investment Advisory LLC 0.03% Reduce -27.7% 626 $51K
Consultiva Wealth Management, Corp. 0.18% Add +46.7% 625 $51K
Pin Oak Investment Advisors Inc. 0.04% No change 685 $50K
Dunhill Financial, LLC 0.02% Add +42.2% 691 $49K
Kentucky Trust Co 0.03% No change 600 $49K
Kennebec Savings Bank 0.05% No change 590 $48K
Roxbury Financial LLC 0.04% Add +0.6% 544 $44K
Ballast Advisors LLC 0.01% Reduce -62.1% 536 $44K
Creekmur Asset Management LLC 0.01% No change 530 $43K
First United Bank & Trust 0.02% Reduce -22.1% 530 $43K
Bear Mountain Capital, Inc. 0.02% No change 508 $43K
von Borstel & Associates, Inc. 0.01% New 530 $43K
Bfsg, LLC 0.01% Add +0.4% 516 $42K
Parkworth Wealth Management, Inc. 0.03% Add +23.5% 515 $42K
Horizon Investments, LLC 0.00% Reduce -1.2% 511 $42K
Advantage Trust Co 0.02% No change 500 $41K
Ramirez Asset Management, Inc. 0.01% No change 500 $41K
Ascentis Wealth Management, LLC 0.01% No change 485 $40K
MPWM Advisory Solutions, LLC 0.03% No change 478 $39K
Murphy & Mullick Capital Management Corp 0.04% No change 475 $39K
Financial Freedom, LLC 0.02% No change 457 $37K
Park Square Financial Group, LLC 0.03% Add +4.1% 456 $37K
Fairscale Capital, LLC 0.03% No change 454 $37K
Hoese & Co LLP 0.03% No change 450 $37K
Elequin Capital, LP 0.01% Add +44.7% 447 $37K
Kestra Investment Management, LLC 0.00% Reduce -99.3% 438 $36K
Fiduciary Wealth Partners, LLC 0.03% — 435 $36K
Smallwood Wealth Investment Management, LLC 0.02% New 419 $34K
SYM FINANCIAL Corp 0.00% Reduce -32.6% 409 $33K
Pacifica Partners Inc. 0.02% No change 412 $33K
AllSquare Wealth Management LLC 0.02% No change 395 $32K
Transce3nd, LLC 0.01% Reduce -72.7% 386 $32K
Kiker Wealth Management, LLC 0.02% Add +465.6% 362 $30K
Stone House Investment Management, LLC 0.01% Reduce -98.8% 323 $26K
Synergy Investment Management, LLC 0.01% No change 315 $26K
Foster Dykema Cabot & Partners, LLC 0.00% Reduce -32.0% 300 $25K
Tacita Capital Inc 0.02% No change 300 $25K
Atlas Capital Advisors Inc. 0.00% No change 299 $24K
Greykasell Wealth Strategies, Inc. 0.01% New 276 $23K
FSA Wealth Management LLC 0.01% No change 263 $22K
VSM Wealth Advisory, LLC 0.01% No change 263 $21K
Granite FO LLC 0.01% No change 252 $21K
Addison Advisors LLC 0.01% Reduce -95.1% 242 $20K
Bollard Group LLC 0.00% No change 237 $19K
Insight Inv LLC 0.01% No change 230 $19K
Winch Advisory Services, LLC 0.00% No change 228 $19K
Pflug Koory, LLC 0.01% No change 226 $18K
Gleason Group, Inc. 0.00% Reduce -8.5% 216 $18K
Minot DeBlois Advisors LLC 0.02% Reduce -97.0% 205 $17K
Cheviot Value Management, LLC 0.00% New 190 $16K
Tucker Asset Management LLC 0.01% No change 200 $16K
GoalVest Advisory LLC 0.00% Reduce -64.0% 188 $15K
CKW Financial Group 0.00% Add +2.9% 178 $15K
C M Bidwell & Associates Ltd. 0.01% No change 182 $15K
Field & Main Bank 0.01% No change 174 $14K
Fortis Group Advisors, LLC 0.00% No change 173 $14K
Burkett Financial Services, LLC 0.01% No change 172 $14K
Goodman Advisory Group, LLC 0.00% New 171 $14K
Integrity Financial Corp 0.01% No change 170 $14K
Quest 10 Wealth Builders, Inc. 0.01% Reduce -5.2% 165 $13K
ZynergyRetirementPlanningLLC 0.01% No change 174 $13K
Ruedi Wealth Management, Inc. 0.00% No change 150 $12K
Nordwand Advisors, LLC 0.00% No change 149 $12K
1620 Investment Advisors, Inc. 0.01% Add +13.1% 147 $12K
Hazlett, Burt & Watson, Inc. 0.01% No change 155 $12K
Abound Financial, LLC 0.01% New 140 $11K
Flaharty Asset Management, LLC 0.00% New 140 $11K
Accredited Wealth Management, LLC 0.01% No change 138 $11K
Bank & Trust Co 0.01% No change 135 $11K
Hughes Financial Services, LLC 0.00% New 129 $11K
Highline Wealth Partners LLC 0.00% New 127 $10K
West Financial Advisors, LLC 0.00% Reduce -85.5% 126 $10K
Cape Investment Advisory, Inc. 0.00% No change 117 $10K
Jackson, Grant Investment Advisers, Inc. 0.00% No change 113 $9K
Sawyer & Company, Inc 0.00% No change 109 $9K
Barnes Dennig Private Wealth Management LLC 0.01% — 100 $8K
Annis Gardner Whiting Capital Advisors, LLC 0.00% Reduce -100.0% 100 $8K
FWL Investment Management, LLC 0.00% Reduce -29.1% 100 $8K
Princeton Global Asset Management LLC 0.00% No change 100 $8K
Graney & King, LLC 0.01% No change 99 $8K
Tanaka Capital Management Inc. 0.02% No change 103 $8K
Signature Resources Capital Management, LLC 0.01% New 97 $8K
Horrell Capital Management, Inc. 0.00% No change 95 $8K
Hara Capital LLC 0.01% No change 91 $7K
GeoWealth Management, LLC 0.00% New 91 $7K
Pacific Center for Financial Services 0.00% No change 89 $7K
MJT & Associates Financial Advisory Group, Inc. 0.01% — 89 $7K
Financial Management Professionals, Inc. 0.00% Add +64.2% 87 $7K
Atwood & Palmer Inc. 0.00% No change 84 $7K
Lowe Wealth Advisors, LLC 0.00% No change 77 $6K
Louisbourg Investments Inc. 0.00% No change 75 $6K
Proffitt & Goodson Inc. 0.00% New 73 $6K
Gould Capital, LLC 0.00% No change 72 $6K
Provident Wealth Management, LLC 0.00% No change 71 $6K
POM Investment Strategies, LLC 0.01% Reduce -89.0% 70 $6K
Thompson Investment Management, Inc. 0.00% No change 62 $5K
Comprehensive Financial Planning, Inc. 0.00% Reduce -2.3% 43 $4K
Allianz Asset Management GmbH 0.00% Reduce -6.5% 43 $4K
Dagco, Inc. 0.00% New 42 $3K
Luken Investment Analytics, LLC 0.00% No change 31 $3K
Tower Research Capital LLC (TRC) 0.00% Reduce -99.5% 29 $2K
Fourth Dimension Wealth, LLC 0.00% Reduce -90.4% 17 $1K
Transamerica Financial Advisors, LLC 0.00% No change 2 $1K
Rakuten Securities, Inc. 0.00% New 6 $490
Investors Research Corp 0.00% No change 5 $409
REAP Financial Group, LLC 0.00% No change 4 $327
1 North Wealth Services LLC 0.00% New 2 $166

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