iShares MSCI Eafe ETFEFAETF

13F holders, Q2 2025 (June 30)
2,028holders +65
150new positions
74sold out
8famous investors
$89.35avg. 13F price*

At the end of Q2 2025, 2,028 institutions reported holding iShares MSCI Eafe ETF (EFA) in their 13F filings, up 65 from Q1 2025. 150 opened new positions and 74 sold out. The largest holders were BlackRock, Inc. ($8.4B), Bank of America Corp. ($3.2B) and Goldman Sachs Group Inc. ($3.1B). 8 famous investors held it, including Leon Cooperman (0.2% of Omega Advisors (Leon Cooperman)'s portfolio), Mario Gabelli (0.1% of GAMCO Investors's portfolio) and Joel Greenblatt (0.0% of Gotham Asset Management's portfolio).

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

History

Number of 13F holders

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

Total Exit/New Position Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions150$1.3B
Exits74$185.4M

All 13F filers, Q1 2025 → Q2 2025: 47,770,059 shares bought and 45,785,037 shares sold, net +1,985,022 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 2,028 holders

BlackRock, Inc. 0.16% Reduce -18.9% 94,360,912 $8.4B
Bank of America Corp. 0.26% Reduce -1.2% 36,223,418 $3.2B
Goldman Sachs Group Inc. 0.49% Reduce -5.6% 34,176,966 $3.1B
Morgan Stanley 0.14% Reduce -13.0% 23,245,544 $2.1B
JPMorgan Chase & Co. 0.13% Reduce -3.5% 21,239,405 $1.9B
Northern Trust Corp. 0.26% Add +2.9% 20,912,718 $1.9B
Wells Fargo & Company 0.30% Add +4.5% 15,213,703 $1.4B
Northwestern Mutual Investment Management Company, LLC 18.71% Reduce -3.1% 13,602,341 $1.2B
UBS Group AG 0.22% Add +8.5% 11,924,839 $1.1B
Royal Bank of Canada 0.17% Add +11.7% 9,989,155 $892.9M
TD Asset Management Inc 0.69% Add +6.3% 9,050,985 $809.1M
FMR LLC 0.05% Reduce -2.4% 9,028,968 $807.1M
PNC Financial Services Group, Inc. 0.50% Add +0.3% 8,689,604 $776.8M
Bank of New York Mellon Corp 0.13% Add +2.7% 7,976,473 $713.0M
US Bancorp \de 0.84% Reduce -0.7% 7,452,481 $666.2M
Envestnet Asset Management Inc. 0.17% Add +2.8% 6,415,811 $573.5M
AlTi Global, Inc. 13.14% Add +1.1% 5,858,977 $523.8M
Corient Private Wealth LP 0.67% Add +50.7% 5,768,279 $504.2M
LPL Financial LLC 0.15% Add +19.5% 5,032,750 $449.9M
Jane Street Group, LLC 0.67% Add +234.7% 4,600,692 $411.3M
Bank of Montreal 0.18% Add +6.3% 3,989,191 $356.6M
Cambridge Associates LLC /Ma/ 6.91% New 3,508,740 $313.6M
Jones Financial Companies LLLP 0.24% Add +8.3% 3,499,272 $312.6M
Truist Financial Corp. 0.46% Add +5.8% 3,482,235 $311.3M
Susquehanna International Group, LLP 0.47% Add +232.9% 3,466,755 $309.9M
BNP Paribas Financial Markets 0.24% Reduce -25.1% 3,411,914 $305.0M
Raymond James Financial Inc. 0.10% Add +8.1% 3,407,507 $304.6M
Board of Trustees of The Leland Stanford Junior University 32.38% Add +222.4% 3,346,434 $299.1M
Mariner, LLC 0.39% Add +4.1% 3,047,023 $272.4M
CIBC Asset Management Inc 0.84% Add +11.4% 2,989,202 $267.2M
Sand Hill Global Advisors, LLC 9.33% Reduce -0.6% 2,810,427 $251.2M
Ameriprise Financial Inc. 0.06% Reduce -1.2% 2,572,351 $225.4M
Hackensack Meridian Health, Inc. 24.17% Add +9.0% 2,440,932 $218.2M
Prudential Financial Inc. 0.28% Reduce -11.0% 2,426,983 $216.9M
Northwestern Mutual Wealth Management Co. 0.16% Add +2.2% 2,395,067 $214.1M
Bessemer Group Inc. 0.34% Add +3057.6% 2,368,703 $211.7M
State Board of Administration of Florida Retirement System 0.37% New 2,342,019 $209.4M
Mackenzie Financial Corp. 0.26% Add +0.3% 2,238,117 $200.1M
Badgley Phelps Wealth Managers, LLC 4.36% Reduce -1.5% 2,200,405 $196.7M
Regions Financial Corp. 1.32% Reduce -11.6% 2,150,578 $192.2M
Bank of Nova Scotia 0.38% Add +251.9% 2,090,922 $186.9M
Creative Planning 0.16% Reduce -1.2% 2,085,026 $186.4M
Hirtle & Co., LLC 7.69% Reduce -0.7% 2,026,927 $181.2M
Comerica Bank 0.70% Add +13.2% 2,007,111 $179.4M
M&T Bank Corp 0.61% Reduce -0.9% 1,991,117 $178.0M
Rockefeller Capital Management L.P. 0.37% Add +10.0% 1,787,470 $166.6M
Cullen/Frost Bankers, Inc. 2.07% Add +8.5% 1,847,040 $165.1M
Financial Engines Advisors L.L.C. 0.31% Add +16.8% 1,718,617 $153.6M
Keybank National Association 0.54% Reduce -4.2% 1,626,319 $145.4M
Cerity Partners LLC 0.26% New 1,618,159 $143.5M
HighTower Advisors, LLC 0.17% Add +3.4% 1,514,430 $135.4M
Stifel Financial Corp. 0.12% Reduce -3.6% 1,430,606 $127.9M
Natixis Advisors, LLC 0.20% Reduce -38.8% 1,388,900 $124.2M
Arvest Bank Trust Division 7.24% Reduce -1.6% 1,387,916 $124.1M
Bailard, Inc. 2.89% Add +2.6% 1,386,025 $123.9M
Mercer Global Advisors Inc. 0.27% Add +6.3% 1,351,426 $120.8M
HSBC Holdings PLC 0.08% Add +14.0% 1,353,566 $120.7M
Baird Financial Group, Inc. 0.21% Add +0.5% 1,342,139 $120.0M
Barclays PLC 0.05% Reduce -13.1% 1,297,590 $116.0M
Commonwealth Equity Services, LLC 0.15% Add +14.2% 1,289,204 $115.2M
Captrust Financial Advisors 0.26% Reduce -4.2% 1,284,860 $114.9M
CIBC Private Wealth Group LLC 0.20% Add +7.3% 1,225,692 $109.6M
Fifth Third Bancorp 0.37% Reduce -6.5% 1,202,742 $107.5M
Wealthspire Advisors, LLC 0.57% Add +1.1% 1,136,864 $101.6M
Pathstone Holdings, LLC 0.39% Add +26.0% 1,205,680 $97.6M
Wealth Enhancement Advisory Services, LLC 0.15% Add +4.8% 1,043,430 $93.4M
SG Americas Securities, LLC 0.41% Reduce -53.1% 1,035,882 $92.6M
Cetera Investment Advisers 0.15% Add +20.4% 1,015,241 $90.8M
WoodTrust Financial Corp 11.53% Add +5.8% 1,013,999 $90.6M
Wilmington Savings Fund Society, FSB 1.60% Add +42.9% 1,008,174 $90.1M
Linscomb Wealth, Inc. 4.12% Reduce -3.4% 1,002,403 $89.6M
Squarepoint Ops LLC 0.20% New 993,060 $88.8M
Bokf, NA 1.40% Reduce -0.6% 963,600 $86.1M
Glenmede Investment Management, LP 0.40% — 891,607 $79.7M
Osaic Holdings, Inc. 0.14% Add +9.5% 889,253 $79.5M
Citigroup Inc. 0.05% Reduce -61.6% 835,753 $74.7M
Miller Investment Management, LP 7.70% Reduce -1.1% 820,370 $73.3M
Ensign Peak Advisors, Inc 0.13% Reduce -5.2% 820,314 $73.3M
Blair William & Co. 0.20% Add +1.0% 812,483 $72.6M
Valmark Advisers, Inc. 1.01% Add +1.9% 806,716 $72.1M
Wolverine Trading, LLC 1.82% Add +3943.4% 801,449 $71.6M
Alliancebernstein L.P. 0.02% Add +10.1% 791,213 $70.7M
Wit, LLC 1.74% Add +87.2% 783,380 $70.0M
Allspring Global Investments Holdings, LLC 0.11% Reduce -3.6% 766,535 $68.4M
USA Financial Formulas 11.58% Add +28554.2% 758,763 $67.8M
Becker Capital Management Inc. 2.11% Add +5.2% 757,211 $67.7M
Hancock Whitney Corp. 1.26% Add +2.4% 737,538 $65.9M
Modern Wealth Management, LLC 1.61% Add +2212.3% 730,429 $65.3M
Brown Advisory Inc. 0.09% Add +8.2% 725,468 $64.8M
Janney Montgomery Scott LLC 0.17% Reduce -2.3% 716,638 $64.1M
Trustmark Bank Trust Department 4.41% Add +52.3% 713,393 $63.8M
Stock Yards Bank & Trust Co. 2.13% Reduce -0.2% 712,635 $63.7M
AMG National Trust Bank 1.67% Reduce -1.0% 709,464 $63.4M
Cambridge Investment Research Advisors, Inc. 0.19% Add +73.1% 703,738 $62.9M
Franklin Resources Inc. 0.02% Reduce -3.1% 702,710 $62.8M
MML Investors Services, LLC 0.18% Add +5.1% 697,873 $62.4M
Johns Hopkins University 3.28% New 694,423 $62.1M
Valeo Financial Advisors, LLC 1.44% Add +1.8% 653,537 $58.4M
Bontempo Ohly Capital Mgmt LLC 26.35% Add +0.8% 651,075 $58.2M
Focus Partners Wealth 0.13% Add +15.8% 647,307 $57.9M
BIP Wealth, LLC 3.55% Reduce -1.1% 644,221 $57.6M
Deutsche Bank AG 0.02% Reduce -2.6% 632,913 $56.6M
Accredited Investors Inc. 3.33% Reduce -1.9% 629,911 $56.3M
Cresset Asset Management, LLC 0.27% Reduce -12.7% 613,813 $54.9M
NorthCoast Asset Management LLC 0.23% Reduce -2.3% 610,966 $54.6M
First Horizon Advisors, Inc. 1.41% Add +0.8% 606,610 $54.2M
SCS Capital Management LLC 0.59% Reduce -3.4% 600,031 $53.6M
MassMutual Private Wealth & Trust, FSB 1.41% Add +7.8% 593,386 $53.0M
CW Advisors, LLC 0.51% Add +7.0% 589,190 $52.7M
Painted Porch Advisors LLC 21.54% Add +0.2% 587,224 $52.5M
Turim 21 Investimentos Ltda. 10.07% Add +28.1% 575,703 $51.5M
Confluence Wealth Services, Inc. 2.78% Add +3.2% 570,997 $51.0M
Modera Wealth Management, LLC 0.62% Reduce -0.7% 564,675 $50.5M
Cibc World Market Inc. 0.11% Reduce -16.1% 536,808 $48.0M
Fiducient Advisors LLC 5.86% Add +1.5% 535,557 $47.9M
Choreo, LLC 0.65% Reduce -1.4% 522,233 $46.7M
Johnson Investment Counsel Inc. 0.40% Add +4.1% 502,632 $44.9M
LBMC Investment Advisors, LLC 3.16% Reduce -0.9% 495,928 $44.3M
Savant Capital, LLC 0.32% Reduce -2.4% 495,900 $44.3M
NewEdge Wealth, LLC 0.69% Add +1.7% 491,692 $44.2M
BTC Capital Management, Inc. 3.60% Add +1.6% 493,083 $44.1M
HT Partners LLC 13.42% Reduce -0.4% 491,426 $43.9M
FineMark National Bank & Trust 1.50% Add +16.2% 491,382 $43.9M
Sanctuary Advisors, LLC 0.27% Add +27.1% 486,843 $43.5M
Synovus Financial Corp. 0.53% Add +3.9% 480,653 $43.0M
MainStreet Investment Advisors LLC 5.91% Reduce -5.6% 477,601 $42.7M
IFG Advisors, LLC 7.13% Add +2.8% 474,773 $42.4M
Citizens Financial Group Inc. 0.68% Add +1.8% 474,572 $42.4M
Clearstead Advisors, LLC 0.60% Reduce -1.6% 474,020 $42.4M
Fiera Capital Corp 0.14% Add +4.1% 473,953 $42.4M
TD Private Client Wealth LLC 1.04% Reduce -1.9% 473,318 $42.3M
Dynasty Wealth Management, LLC 0.72% Add +4354.6% 472,499 $42.2M
Redwood Investment Management, LLC 4.42% New 466,116 $41.7M
Lepercq De Neuflize Asset Management LLC 36.38% No change 466,000 $41.7M
1ST Source Bank 2.29% Add +2.8% 464,358 $41.5M
Nisa Investment Advisors, LLC 0.19% Reduce -3.3% 459,150 $41.0M
Equitable Holdings, Inc. 0.34% Add +8.5% 457,708 $40.9M
Greenleaf Trust 0.36% Reduce -1.8% 456,596 $40.8M
Country Club Bank 2.49% Add +4.9% 443,071 $39.6M
OMERS ADMINISTRATION Corp 0.30% No change 420,175 $37.6M
Destination Wealth Management 1.10% Reduce -3.1% 418,767 $37.4M
Greenfield FTC, Inc. 7.81% Reduce -4.7% 411,273 $36.8M
Ballentine Partners, LLC 0.54% Add +0.7% 398,138 $35.6M
Keel Point, LLC 2.35% Add +3.4% 397,894 $35.6M
Ryan Investment Management, Inc. 22.65% — 396,459 $35.4M
MAI Capital Management 0.25% Add +0.8% 395,969 $35.4M
Halbert Hargrove Global Advisors, LLC 1.86% Reduce -67.0% 395,385 $35.3M
Atria Investments, Inc 0.42% Add +34.7% 394,002 $35.2M
DT Investment Partners, LLC 3.16% Add +6.3% 393,321 $35.2M
Pinnacle Financial Partners Inc 0.73% Add +9.3% 386,679 $34.6M
Ieq Capital, LLC 0.21% Add +1.4% 383,688 $34.3M
Paulson Wealth Management Inc. 8.60% Reduce -8.0% 371,578 $33.2M
Summit Trail Advisors, LLC 0.57% New 368,381 $32.9M
Commerce Bank 0.19% Reduce -1.5% 364,489 $32.6M
D.A. Davidson & Co. 0.23% Add +3.8% 362,261 $32.4M
State of Wyoming 3.95% Reduce -26.2% 361,337 $32.3M
Grant Street Asset Management, Inc. 7.26% Add +2.1% 359,209 $32.1M
Unique Wealth, LLC 5.17% Add +3.0% 357,930 $32.0M
Arbor Investment Advisors, LLC 4.03% Reduce -0.1% 352,163 $31.5M
Mesirow Financial Investment Management, Inc. 0.61% Reduce -50.8% 351,984 $31.5M
Parkside Advisors LLC 6.85% Reduce -0.7% 348,561 $31.2M
Castleark Management LLC 0.93% Add +352.3% 347,580 $31.1M
Strategic Wealth Partners, Ltd. 2.44% — 346,895 $31.0M
First Commonwealth Financial Corp 6.61% Add +8.4% 342,500 $30.6M
Curi Capital, LLC 0.58% Add +86.8% 341,496 $30.5M
Partners Capital Investment Group, LLP 1.23% New 340,560 $30.4M
Moneta Group Investment Advisors LLC 0.36% Add +0.9% 336,039 $30.0M
Retirement Systems of Alabama 0.11% No change 335,666 $30.0M
Brass Tax Wealth Management, Inc. 5.78% Add +2080.7% 335,570 $30.0M
NorthRock Partners, LLC 0.78% Reduce -2.2% 332,831 $29.8M
StoneX Group Inc. 1.40% Add +5.4% 322,459 $28.8M
Clear Creek Financial Management, LLC 2.73% Add +93.5% 320,943 $28.7M
Brewster Financial Planning LLC 19.32% Add +1.6% 320,433 $28.6M
Conning Inc. 1.03% Reduce -1.6% 317,340 $28.4M
Composition Wealth, LLC 0.48% Add +21.7% 317,006 $28.3M
Quest Investment Management LLC 3.11% Add +0.7% 316,338 $28.3M
Advisors Preferred, LLC 4.65% Reduce -19.6% 316,242 $28.2M
Pinkerton Wealth, LLC 3.30% New 309,008 $27.6M
Stairway Partners, LLC 1.56% Reduce -2.0% 308,105 $27.5M
Healthcare of Ontario Pension Plan Trust Fund 0.06% No change 306,000 $27.4M
Kestra Advisory Services, LLC 0.13% Reduce -7.9% 305,363 $27.3M
Allie Family Office LLC 13.51% Add +24.4% 305,016 $27.3M
Jasper Ridge Partners, L.P. 0.68% No change 304,801 $27.2M
Onex Canada Asset Management Inc. 3.22% New 295,381 $26.4M
Orion Porfolio Solutions, LLC 0.22% Reduce -2.8% 294,650 $26.3M
New Harbor Financial Group, LLC 6.00% Add +1.6% 292,337 $26.1M
First Pacific Financial 3.84% New 291,442 $26.1M
Tanglewood Wealth Management, Inc. 2.56% Reduce -0.3% 291,019 $26.0M
Courier Capital LLC 1.56% Add +0.8% 288,299 $25.8M
Concurrent Investment Advisors, LLC 0.49% Add +80.8% 284,971 $25.5M
Lazard Asset Management LLC 0.04% Reduce -40.4% 284,452 $25.4M
Aristotle Capital Management, LLC 0.05% Reduce -14.2% 284,157 $25.4M
Verger Capital Management LLC 9.87% Add +0.3% 280,532 $25.1M
Latigo Investments, LLC 12.82% No change 278,590 $24.9M
Avantax Advisory Services, Inc. 0.13% Reduce -6.9% 274,321 $24.5M
Arrien Investments, Inc. 15.48% Reduce -4.1% 273,979 $24.5M
DRW Securities, LLC 1.70% New 271,395 $24.2M
Tandem Wealth Advisors LLC 11.73% Add +39.8% 265,404 $23.7M
EP Wealth Advisors, LLC 0.15% Reduce -1.9% 263,757 $23.6M
Oppenheimer Asset Management Inc. 0.27% Reduce -21.1% 260,254 $23.3M
IFP Advisors, Inc 0.66% Reduce -2.6% 258,511 $23.1M
Waterway Wealth Management, LLC 6.93% Reduce -48.4% 256,256 $22.9M
Capital International Investors 0.00% Reduce -69.9% 255,937 $22.9M
Red Cedar Investment Management, LLC 2.89% Add +0.6% 255,690 $22.9M
Manufacturers Life Insurance Company, The 0.02% Add +141.5% 251,327 $22.5M
MetLife Investment Management, LLC 0.13% Reduce -18.4% 249,200 $22.3M
Pittenger & Anderson Inc. 0.81% Add +2.3% 248,182 $22.2M
Brighton Jones LLC 0.60% Add +5.7% 248,064 $22.2M
Prosperity Planning, Inc. 8.91% Add +1.3% 246,722 $22.1M
Flputnam Investment Management Co. 0.38% Add +0.8% 246,446 $22.0M
Ethos Financial Group, LLC 1.90% Reduce -35.5% 245,846 $22.0M
Salomon & Ludwin, LLC 2.15% Reduce -1.2% 242,856 $21.7M
Brown Brothers Harriman & Co. 0.14% Add +2.2% 242,370 $21.7M
Portland Global Advisors LLC 2.53% Reduce -1.1% 240,528 $21.5M
Colton Groome Financial Advisors, LLC 7.28% Reduce -0.7% 240,511 $21.5M
Beacon Pointe Advisors, LLC 0.22% Reduce -0.2% 236,665 $21.2M
Financial & Tax Architects, LLC 5.13% Add +4.0% 236,248 $21.1M
Waverly Advisors, LLC 0.23% Add +3.8% 235,399 $21.0M
AQR Capital Management 0.02% Add +3.3% 228,405 $20.4M
Cornerstone Management, Inc. 3.49% Reduce -2.1% 224,663 $20.1M
Strategies Wealth Advisors, LLC 2.19% Add +52.4% 224,482 $20.1M
Yousif Capital Management, LLC 0.21% Add +299.1% 222,416 $19.9M
Fiduciary Trust Co 0.24% Add +8.6% 222,345 $19.9M
Lido Advisors, LLC 0.10% Add +166.6% 219,482 $19.6M
Verdence Capital Advisors LLC 1.33% Add +6.3% 217,648 $19.5M
Parallel Advisors, LLC 0.39% Reduce -0.4% 215,861 $19.3M
Midwest Trust Co 0.26% — 212,897 $19.0M
Cape Ann Savings Bank 11.35% Add +3.8% 212,550 $19.0M
Inspire Trust Co, N.A. 3.71% Reduce -1.9% 200,970 $18.0M
HB Wealth Management, LLC 0.14% Reduce -4.8% 198,521 $17.7M
Kayne Anderson Rudnick Investment Management LLC 0.04% Add +9.1% 197,805 $17.7M
iA Global Asset Management Inc. 0.26% Reduce -27.9% 196,227 $17.5M
Heartwood Wealth Advisors LLC 1.83% Reduce -0.7% 196,140 $17.5M
Silvercrest Asset Management Group LLC 0.12% Add +2.3% 195,892 $17.5M
Idaho Trust Co 6.25% Add +5.7% 195,724 $17.5M
Cibc World Markets Corp. 0.11% Reduce -24.2% 192,947 $17.2M
Brookstone Capital Management 0.22% Add +2867.8% 188,512 $16.9M
Constellation Investments, Inc. 0.78% No change 188,431 $16.8M
Steward Partners Investment Advisory, LLC 0.13% Add +0.2% 188,315 $16.8M
Arrowstreet Capital, Limited Partnership 0.01% Reduce -46.7% 185,702 $16.6M
Federated Hermes, Inc. 0.03% Reduce -37.6% 184,400 $16.5M
Oppenheimer & Co. Inc. 0.22% Add +9.5% 182,720 $16.3M
National Philanthropic Trust 0.22% Reduce -7.4% 180,816 $16.2M
Fort Point Capital Partners LLC 1.62% Add +1.0% 180,477 $16.1M
Litman Gregory Wealth Management LLC 1.26% Reduce -3.2% 179,683 $16.1M
Tiaa Trust, National Association 0.04% Reduce -0.1% 179,602 $16.1M
Geneos Wealth Management Inc. 0.39% Add +22.6% 178,182 $15.9M
Hantz Financial Services, Inc. 0.26% Reduce -4.0% 178,000 $15.9M
Evercore Wealth Management, LLC 0.25% Reduce -0.6% 177,847 $15.9M
Pitti Group Wealth Management, LLC 13.68% Add +90.3% 177,338 $15.9M
Patton Fund Management, Inc. 3.47% Reduce -5.6% 177,314 $15.9M
Canandaigua National Bank & Trust Co. 1.47% Reduce -2.1% 176,372 $15.8M
Calamos Wealth Management LLC 0.68% Add +3.5% 176,251 $15.8M
Fifth Third Wealth Advisors LLC 0.66% Add +5.6% 175,568 $15.7M
Quent Capital, LLC 1.51% Add +1.5% 175,408 $15.7M
Scotia Capital Inc. 0.07% Add +217.8% 175,396 $15.7M
Venturi Wealth Management, LLC 0.77% Reduce -16.9% 174,798 $15.6M
Select Asset Management & Trust 5.33% Add +4.0% 173,959 $15.6M
Hills Bank & Trust Co 0.98% Add +1.1% 173,260 $15.5M
F/m Investments LLC 0.56% Reduce -4.6% 172,345 $15.4M
Cwm, LLC 0.05% Add +7.3% 171,930 $15.4M
Private Advisor Group, LLC 0.08% Add +16.8% 171,812 $15.4M
Connable Office Inc. 1.52% Reduce -16.3% 171,419 $15.3M
HMS Capital Management, LLC 6.90% New 171,159 $15.3M
Bleakley Financial Group, LLC 0.38% Add +17.8% 169,398 $15.1M
Bartlett & Co. Wealth Management LLC 0.21% Reduce -0.2% 166,184 $14.9M
Heritage Wealth Advisors 0.70% Reduce -1.5% 165,959 $14.8M
AAFMAA Wealth Management & Trust LLC 6.11% New 165,281 $14.8M
Whittier Trust Co. 0.18% Add +1.6% 164,655 $14.7M
Oxford Financial Group, LTD. LLC 0.87% Reduce -1.4% 163,867 $14.6M
CHURCHILL MANAGEMENT Corp 0.16% Reduce -1.3% 161,299 $14.4M
Envestnet Portfolio Solutions, Inc. 0.05% Add +1.5% 161,198 $14.4M
Anchor Capital Management Group Inc 6.65% No change 160,000 $14.3M
Hilltop National Bank 3.73% — 159,955 $14.3M
Fluent Financial, LLC 5.87% Add +58.0% 159,456 $14.3M
Anb Bank 6.34% Reduce -9.9% 157,964 $14.1M
Principal Financial Group Inc. 0.01% Reduce -61.8% 157,275 $14.1M
UMB Bank, n.a. 0.22% Reduce -1.3% 157,049 $14.0M
Jump Financial, LLC 0.18% New 156,356 $14.0M
Vestmark Advisory Solutions, Inc. 0.20% New 155,286 $13.9M
Fullerton Fund Management Co Ltd. 0.56% Add +462.4% 155,000 $13.9M
Common Fund for Nonprofit Organizations 1.42% Add +660.2% 154,078 $13.8M
ODonnell Financial Services, LLC 5.22% Add +72.6% 152,228 $13.6M
Millennium Management 0.01% Add +176.6% 152,095 $13.6M
Parkside Financial Bank & Trust 1.46% Reduce -13.6% 151,682 $13.6M
MCF Advisors LLC 0.90% Reduce -0.7% 151,470 $13.5M
RVW Wealth, LLC 1.14% Reduce -2.9% 149,683 $13.4M
Wealth Advisory Solutions, LLC 3.39% Add +234.8% 149,645 $13.4M
J.W. Cole Advisors, Inc. 0.28% Add +26.2% 148,032 $13.2M
Shulman DeMeo Asset Management LLC 3.27% Reduce -1.0% 147,879 $13.2M
Ascent Group, LLC 0.51% Reduce -1.9% 147,085 $13.1M
&partners 0.10% Add +4.3% 147,564 $13.1M
TCTC Holdings, LLC 0.42% Add +1.3% 146,051 $13.1M
Darwin Wealth Management, LLC 4.51% Reduce -4.2% 145,891 $13.0M
Whittier Trust Co. of Nevada Inc. 0.30% Reduce -0.6% 145,640 $13.0M
Taikang Asset Management (Hong Kong) Co Ltd 1.67% Reduce -29.7% 144,643 $12.9M
Martin & Co. Inc. 2.38% Reduce -1.0% 144,591 $12.9M
Aries Wealth Management 3.37% Add +10.7% 144,339 $12.9M
Sterling Group Wealth Management, LLC 7.10% Add +5.8% 143,606 $12.8M
LWM Advisors Inc. 14.33% Add +0.3% 143,148 $12.8M
Brickley Wealth Management 2.47% Reduce -0.1% 141,392 $12.6M
EverSource Wealth Advisors, LLC 0.57% Add +9.8% 140,807 $12.6M
Perigon Wealth Management, LLC 0.29% Add +2.0% 140,595 $12.6M
Spire Wealth Management 0.45% Reduce -4.1% 140,465 $12.6M
LMCG Investments, LLC 0.79% Add +415.2% 140,387 $12.5M
Waters Parkerson & Co., LLC 0.63% Reduce -1.3% 140,298 $12.5M
Freestone Capital Holdings, LLC 0.43% Reduce -4.8% 139,938 $12.5M
GLOBALT Investments LLC / GA 0.48% Reduce -12.1% 139,919 $12.5M
Noble Family Wealth, LLC 3.04% Add +2.2% 139,082 $12.4M
Bluespring Wealth Management, LLC 1.18% Reduce -2.2% 138,532 $12.4M
Coastline Trust Co 1.41% Add +82.7% 138,128 $12.3M
Foster & Motley Inc. 0.71% Reduce -4.3% 138,036 $12.3M
Eq LLC 4.77% Add +4.8% 137,596 $12.3M
Maryland State Retirement & Pension System 0.27% Add +321.7% 136,922 $12.2M
Diversified Trust Co. 0.27% Add +3.0% 134,760 $12.0M
Vanguard Group Inc. 0.00% Add +1.8% 134,649 $12.0M
Amarillo National Bank 2.24% Add +1.2% 134,602 $12.0M
Baker Avenue Asset Management, LP 0.34% Add +1.5% 134,066 $12.0M
IHT Wealth Management, LLC 0.32% Add +62.2% 131,866 $11.8M
Harvest Investment Advisors, LLC 7.56% Reduce -0.9% 131,472 $11.8M
DAVENPORT & Co LLC 0.06% Add +19.6% 130,842 $11.7M
Park Avenue Securities LLC 0.11% Add +27.4% 130,800 $11.7M
QRG Capital Management, Inc. 0.10% Add +4.2% 130,550 $11.7M
Wesbanco Bank Inc. 0.35% Add +6.8% 130,205 $11.6M
Alberta Investment Management Corp 0.10% No change 130,000 $11.6M
WealthBridge Investment Counsel Inc. 3.77% Reduce -0.8% 129,975 $11.6M
SteelPeak Wealth, LLC 0.45% Add +10.1% 129,501 $11.6M
Presper Financial Architects, LLC 8.52% — 128,104 $11.5M
Corundum Group, Inc. 5.00% Add +0.7% 126,545 $11.3M
Capstone Investment Advisors, LLC 0.12% Add +2269.2% 126,517 $11.3M
Legal & General Group Plc 0.00% Add +164.8% 126,200 $11.3M
Independence Bank of Kentucky 1.60% Add +42.0% 126,189 $11.3M
Mycio Wealth Partners, LLC 2.60% Add +0.9% 125,890 $11.3M
LGL Partners, LLC 4.96% Add +3.4% 124,387 $11.2M
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 2.34% Reduce -0.2% 123,553 $11.0M
Simmons Bank 0.78% Reduce -1.3% 122,617 $11.0M
One Capital Management, LLC 0.38% Reduce -3.7% 122,045 $10.9M
Elevatus Welath Management 3.63% Add +194.9% 121,950 $10.9M
Allworth Financial LP 0.05% Add +0.7% 121,206 $10.8M
Crestwood Advisors Group, LLC 0.19% Add +5.6% 120,856 $10.8M
Chesley Taft & Associates LLC 0.48% Reduce -5.2% 119,766 $10.7M
Precedent Wealth Partners, LLC 2.61% Reduce -0.6% 119,201 $10.7M
Yeomans Consulting Group, Inc. 4.39% New 119,130 $10.6M
Integrity Alliance, Llc. 0.58% Reduce -41.0% 118,652 $10.6M
American Alpha Advisors, LLC 8.51% Reduce -5.2% 117,998 $10.5M
Oldfather Financial Services, LLC 3.62% Add +3.7% 117,880 $10.5M
WASHINGTON TRUST Co 0.37% Add +1.1% 117,662 $10.5M
Mill Creek Capital Advisors, LLC 0.23% Add +0.5% 117,493 $10.5M
Checchi Capital Advisers, LLC 0.73% Reduce -9.0% 117,308 $10.5M
Heritage Investors Management Corp. 0.33% Reduce -2.4% 117,308 $10.5M
Mechanics Financial Corp 4.41% Reduce -0.6% 116,082 $10.4M
NewEdge Advisors, LLC 0.05% Add +21.5% 115,897 $10.4M
Canton Hathaway, LLC 2.11% No change 115,649 $10.3M
Belmont Capital, LLC 1.56% Reduce -3.4% 115,023 $10.3M
Gray Private Wealth, LLC 5.52% Add +2.9% 114,781 $10.3M
Antonelli Financial Advisors, LLC 7.40% Add +6.6% 114,745 $10.3M
Stephens Inc. 0.14% Reduce -3.2% 114,003 $10.2M
Corepath Wealth Partners LLC 8.52% Add +1.4% 112,831 $10.1M
Hoge Financial Services, LLC 6.28% Add +2.3% 112,772 $10.1M
Aua Capital Management, LLC 6.01% Reduce -0.1% 112,516 $10.1M
Dynamic Wealth Strategies, LLC 7.23% Add +3.6% 112,303 $10.0M
Thrivent Financial for Lutherans 0.02% Reduce -66.5% 111,796 $10.0M
Ironwood Investment Management LLC 4.81% Add +2.5% 110,640 $9.9M
First Financial Bank - Trust Division 0.87% Add +2.9% 110,168 $9.8M
Metropolitan Life Insurance Co 2.94% No change 109,892 $9.8M
Provenance Wealth Advisors, LLC 1.41% Add +17.6% 109,774 $9.8M
Private Wealth Asset Management, LLC 1.29% No change 109,156 $9.8M
St. Louis Trust Co 1.30% Add +0.3% 108,823 $9.7M
Sage Financial Management Group, Inc. 3.36% Add +13.3% 108,709 $9.7M
Burke & Herbert Bank & Trust Co. 2.17% Add +0.2% 108,293 $9.7M
Pure Financial Advisors, LLC 0.17% Reduce -2.2% 108,207 $9.7M
Pinnacle Family Advisors, LLC 4.68% Add +65.6% 107,844 $9.6M
Venture Visionary Partners LLC 0.36% Add +0.0% 107,386 $9.6M
Financial Enhancement Group LLC 1.37% Reduce -2.7% 107,552 $9.6M
Granby Capital Management, LLC 5.34% No change 107,000 $9.6M
Arvest Investments, Inc. 1.43% Reduce -2.4% 106,037 $9.5M
Integrated Advisors Network LLC 0.43% Add +52.9% 105,761 $9.5M
Dimension Capital Management LLC 1.48% Reduce -1.9% 105,645 $9.4M
Central Bank & Trust Co. 1.54% Reduce -27.7% 105,244 $9.4M
Nepc LLC 0.24% Reduce -0.0% 104,876 $9.4M
Wealthcare Advisory Partners LLC 0.21% Add +19.2% 104,694 $9.4M
Farther Finance Advisors, LLC 0.19% Add +259.6% 104,120 $9.3M
Midwest Professional Planners, LTD. 2.45% Reduce -2.2% 104,039 $9.3M
Nixon Peabody Trust Co. 0.72% Reduce -0.6% 103,511 $9.3M
Horizon Bancorp Inc. 4.66% Reduce -3.8% 103,492 $9.3M
Royal Fund Management, LLC 0.98% New 103,255 $9.2M
Fulton Bank, N.A. 0.34% Add +0.3% 103,230 $9.2M
Heritage Family Offices, LLP 4.66% Add +0.1% 111,643 $9.2M
Titleist Asset Management, LLC 0.92% Add +8.6% 102,857 $9.2M
Citizens Business Bank 1.78% Reduce -1.8% 102,393 $9.2M
True Freedom Investing, LLC 3.60% — 102,204 $9.1M
Two Sigma Securities, LLC 1.13% New 102,086 $9.1M
Orin Green Financial, LLC 3.86% Reduce -5.3% 101,995 $9.1M
Okabena Investment Services Inc. 2.01% Add +1.9% 101,381 $9.1M
Coldstream Capital Management Inc. 0.15% Reduce -1.1% 101,140 $9.0M
Prism Advisors, Inc. 2.55% Add +56.2% 99,990 $8.9M
Camarda Financial Advisors, LLC 3.51% New 99,915 $8.9M
Aspiriant, LLC 0.28% Add +79.0% 99,808 $8.9M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.05% New 99,540 $8.9M
United Community Bank 3.02% Reduce -11.1% 98,727 $8.8M
Summit Wealth & Retirement Planning, Inc. 2.36% Reduce -8.2% 98,506 $8.8M
Bradley Foster & Sargent Inc. 0.14% Add +72.1% 98,435 $8.8M
Tolleson Wealth Management, Inc. 1.50% Reduce -0.2% 98,274 $8.8M
Little House Capital LLC 2.20% Add +2.5% 98,049 $8.8M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.24% Add +0.4% 97,408 $8.7M
BOK Financial Private Wealth, Inc. 0.58% Reduce -0.8% 97,396 $8.7M
Financial Advisors Network, Inc. 1.31% Reduce -0.4% 97,203 $8.7M
Atlantic Union Bankshares Corp 0.20% Add +49.7% 96,644 $8.6M
Summit Financial, LLC 0.19% Reduce -0.8% 95,555 $8.5M
Capital Advantage, Inc. 1.35% Add +1.4% 95,056 $8.5M
Resolute Advisors LLC 2.11% Add +1.6% 94,837 $8.5M
First Hawaiian Bank 1.15% Reduce -1.6% 94,378 $8.4M
2UniFi Bank 4.77% Add +1.8% 93,910 $8.4M
Grove Bank & Trust 1.05% Add +8.1% 93,753 $8.4M
Blankinship & Foster, LLC 1.95% Reduce -1.0% 93,215 $8.3M
Fund Evaluation Group, LLC 0.32% Add +0.0% 92,645 $8.3M
Whitegate Investment Counselors, Inc. 2.80% Reduce -2.5% 92,393 $8.3M
James Investment Research, Inc. 0.98% Add +150.1% 92,298 $8.3M
Madden Advisory Services, Inc. 3.46% Add +2.3% 90,943 $8.1M
Rhumbline Advisers 0.01% Reduce -11.5% 90,811 $8.1M
Laird Norton Wetherby Trust Company, LLC 1.11% Reduce -21.4% 90,252 $8.1M
Rwa Wealth Partners, LLC 0.10% Add +1.3% 89,638 $8.0M
Wooster Corthell Wealth Management, Inc. 1.48% Reduce -1.4% 89,578 $8.0M
4Thought Financial Group Inc. 4.18% Add +0.5% 87,973 $7.9M
Forvis Mazars Wealth Advisors, LLC 0.17% Reduce -2.8% 87,928 $7.9M
Chicago Partners Investment Group LLC 0.22% Add +2.5% 84,983 $7.8M
Alamar Capital Management, LLC 4.21% Add +23.8% 86,887 $7.8M
Lodestar Private Asset Management LLC 0.89% Add +11.1% 86,706 $7.8M
Sincerus Advisory, LLC 7.26% Add +10.3% 85,106 $7.7M
Old National Bancorp 0.14% Add +49.9% 85,935 $7.7M
Schneider Downs Wealth Management Advisors, LP 1.14% Add +0.1% 85,309 $7.6M
Summit Asset Management, LLC 1.24% Add +3.2% 85,224 $7.6M
Ashton Thomas Private Wealth, LLC 0.27% Add +20.0% 84,049 $7.5M
First National Trust Co 0.28% Reduce -1.4% 83,855 $7.5M
Prospera Financial Services Inc 0.14% Add +24.3% 83,623 $7.5M
First Citizens Financial Corp 4.07% Reduce -6.7% 82,802 $7.4M
United Capital Financial Advisors, LLC 0.06% Add +1.9% 82,487 $7.4M
Ironwood Financial, llc 1.56% No change 88,993 $7.3M
Chevy Chase Trust Holdings, LLC 0.02% Reduce -0.4% 81,269 $7.3M
Foundation Wealth Management, LLC\PA 3.14% Reduce -0.8% 81,198 $7.3M
Federation des caisses Desjardins du Quebec 0.03% Add +22.0% 80,967 $7.2M
Cambiar Investors LLC 0.30% Reduce -35.7% 80,754 $7.2M
Redhawk Wealth Advisors, Inc. 0.90% New 80,670 $7.2M
Callan Family Office, LLC 0.23% Add +27.5% 80,332 $7.2M
Northeast Financial Consultants Inc 0.29% Add +35.7% 79,561 $7.1M
AdvisorNet Financial, Inc 0.46% Add +59.8% 79,502 $7.1M
Crewe Advisors LLC 1.00% Add +6.6% 79,079 $7.1M
Bolthouse Investments, LLC 7.00% Reduce -2.1% 78,991 $7.1M
SVB Wealth LLC 0.38% New 78,742 $7.0M
Ascension Capital Advisors, Inc. 2.94% New 78,705 $7.0M
Gotham Asset Management 0.04% Add +37.0% 78,158 $7.0M
Fidelis Capital Partners, LLC 0.64% Add +38.9% 78,345 $7.0M
LCM Capital Management Inc 3.62% Add +1.8% 77,959 $7.0M
LBJ Family Wealth Advisors, Ltd. 4.04% Add +0.8% 77,673 $6.9M
Tarbox Family Office, Inc. 1.04% Reduce -1.3% 77,576 $6.9M
Atria Wealth Solutions, Inc. 0.16% Reduce -30.1% 77,164 $6.9M
Cardiff Park Advisors, LLC 0.59% Add +2.2% 76,960 $6.9M
Argent Trust Co 0.26% Reduce -3.3% 76,839 $6.9M
IMA Advisory Services, Inc. 0.74% Add +1.7% 76,736 $6.9M
NBT Bank, N.A. 0.47% Reduce -1.4% 76,550 $6.8M
Birch Hill Investment Advisors LLC 0.30% Add +0.1% 76,328 $6.8M
Caerus Investment Advisors, LLC 6.49% No change 76,187 $6.8M
Sei Investments Co. 0.01% Reduce -5.3% 75,960 $6.8M
Compound Planning, Inc. 0.26% Reduce -5.1% 75,784 $6.8M
Robertson Stephens Wealth Management, LLC 0.23% Reduce -1.2% 75,696 $6.8M
First Western Trust Bank 0.30% Reduce -1.1% 75,595 $6.8M
Baron Financial Group, LLC 3.95% Reduce -1.6% 75,345 $6.7M
Centricity Wealth Management, LLC 5.38% Add +29.6% 75,323 $6.7M
Brio Consultants, LLC 0.98% Add +6.1% 75,151 $6.7M
Avidian Wealth Enterprises, LLC 0.27% Add +1.0% 75,061 $6.7M
Chesapeake Wealth Management 2.24% Reduce -0.1% 74,979 $6.7M
First Financial Bankshares Inc 0.15% No change 74,933 $6.7M
CreativeOne Wealth, LLC 0.18% Add +10.3% 74,865 $6.7M
Great Valley Advisor Group, Inc. 0.15% Reduce -1.1% 74,592 $6.7M
McKinley Carter Wealth Services, Inc. 0.37% Add +12.2% 74,588 $6.7M
EWG Elevate Inc. 2.04% Add +125.6% 74,126 $6.6M
Connors Investor Services Inc. 0.59% Add +7.2% 74,088 $6.6M
Bristlecone Advisors, LLC 0.56% Add +0.2% 74,058 $6.6M
Paragon Capital Management Ltd 1.21% Add +0.7% 74,015 $6.6M
ERn Financial, LLC 1.39% Reduce -3.8% 73,549 $6.6M
Harbor Investment Advisory, LLC 0.58% Add +0.0% 73,426 $6.6M
Sykon Capital LLC 2.39% Reduce -1.7% 73,323 $6.6M
Flagstar Securities, Inc. 1.81% Add +0.6% 73,214 $6.5M
Powell Investment Advisors, LLC 2.45% Add +0.9% 73,028 $6.5M
Family Firm, Inc. 1.57% Add +1.1% 72,816 $6.5M
Peapack Gladstone Financial Corp. 0.09% Add +1.2% 72,762 $6.5M
Aaron Wealth Advisors LLC 0.66% No change 72,608 $6.5M
Delta Financial Advisors LLC 2.26% Add +0.0% 71,931 $6.4M
Allen Mooney & Barnes Investment Advisors LLC 1.06% Add +0.1% 71,911 $6.4M
Neuberger Berman Group LLC 0.00% Reduce -14.4% 71,390 $6.4M
Arbor Trust Wealth Advisors, LLC 3.11% Add +0.5% 71,149 $6.4M
Sepio Capital, LP 0.45% No change 70,473 $6.3M
Cadence Bank 0.41% Reduce -1.1% 69,736 $6.2M
Drucker Wealth 3.0, LLC 1.20% New 69,231 $6.2M
Avity Investment Management Inc. 0.46% Add +421.9% 69,591 $6.2M
Nicolet Bankshares Inc. 1.07% Add +0.8% 69,273 $6.2M
Full Sail Capital, LLC 0.36% Add +5.5% 69,266 $6.2M
City Holding Co. 0.81% Reduce -0.6% 69,246 $6.2M
NewSquare Capital LLC 0.46% Reduce -0.1% 68,759 $6.1M
Sequoia Financial Advisors, LLC 0.04% Add +2.2% 68,411 $6.1M
Murphy, Middleton, Hinkle & Parker, Inc. 3.39% No change 74,089 $6.1M
Glen Eagle Advisors, LLC 0.92% Reduce -2.4% 66,965 $6.0M
Moller Wealth Partners 1.28% Add +3.3% 64,663 $5.8M
Pathway Financial Advisors LLC 0.84% Reduce -21.0% 64,366 $5.8M
Ramsay, Stattman, Vela & Price, Inc. 1.07% Reduce -8.0% 64,312 $5.7M
State of Tennessee, Department of Treasury 0.02% New 64,299 $5.7M
Johnson Financial Group, Inc. 0.26% Reduce -1.4% 64,202 $5.7M
Arcataur Capital Management LLC 1.79% Reduce -2.5% 64,092 $5.7M
Level Four Advisory Services, LLC 0.21% Reduce -27.0% 63,830 $5.7M
Parisi Gray Wealth Management 1.61% Reduce -0.6% 63,003 $5.6M
North Dallas Bank & Trust Co. 4.26% — 62,852 $5.6M
National Bank of Canada 0.01% Reduce -48.2% 62,622 $5.6M
Nuveen, LLC 0.00% Add +2.7% 62,533 $5.6M
Capital Wealth Planning, LLC 0.04% Add +66.4% 62,527 $5.6M
GAMCO Investors 0.06% New 62,167 $5.6M
First Foundation Advisors 0.21% Add +14.0% 62,023 $5.5M
Connecticut Wealth Management, LLC 0.26% Reduce -2.6% 61,899 $5.5M
Citadel Advisors 0.00% Add +147.6% 61,658 $5.5M
First Citizens Bank & Trust Co. 0.10% Add +10.3% 61,350 $5.5M
Richard W. Paul & Associates, LLC 1.98% Reduce -5.1% 61,265 $5.5M
BSW Wealth Partners 0.75% Reduce -10.0% 61,211 $5.5M
RMR Wealth Builders 0.50% Add +0.1% 61,008 $5.5M
World Investment Advisors 0.12% Add +1.5% 60,594 $5.4M
Fi3 FINANCIAL ADVISORS, LLC 1.95% Reduce -3.3% 60,592 $5.4M
Webster Bank, N. A. 0.56% Add +0.8% 60,524 $5.4M
Phillips Financial Management, LLC 0.39% Reduce -3.1% 60,356 $5.4M
Ted Buchan & Co 2.12% New 59,757 $5.3M
Pinnacle Bancorp, Inc. 1.64% Add +0.4% 59,411 $5.3M
Macroview Investment Management LLC 4.34% Add +2.7% 59,259 $5.3M
Hilltop Holdings Inc. 0.34% Reduce -12.4% 58,994 $5.3M
ABLE Financial Group, LLC 1.27% Reduce -2.9% 58,833 $5.3M
Flower City Capital 3.10% Reduce -1.4% 58,817 $5.3M
Advisory Services Network, LLC 0.08% Add +4.6% 60,041 $5.3M
New England Private Wealth Advisors LLC 0.76% Add +7.4% 58,980 $5.2M
Csenge Advisory Group 0.27% Reduce -0.1% 58,666 $5.2M
Belvedere Trading LLC 0.41% New 57,755 $5.2M
Mission Wealth Management, LP 0.11% Add +0.2% 57,618 $5.2M
Omega Advisors (Leon Cooperman) 0.18% No change 57,453 $5.1M
Kestra Private Wealth Services, LLC 0.07% Reduce -4.2% 57,318 $5.1M
Pinnacle Wealth Planning Services, Inc. 0.67% Add +0.0% 57,201 $5.1M
Snowden Capital Advisors LLC 0.15% Reduce -13.8% 56,959 $5.1M
Summit Financial Strategies, Inc. 0.47% Reduce -2.8% 56,507 $5.1M
Providence First Trust Co 1.78% Add +3.4% 56,395 $5.0M
Rovin Capital /Ut/ 1.53% Add +4.0% 56,321 $5.0M
Sun Life Financial Inc. 0.27% Add +5150.7% 55,762 $5.0M
Belpointe Asset Management LLC 0.21% Add +15.4% 55,708 $5.0M
CoreCap Advisors, LLC 0.20% Add +2342.6% 55,619 $5.0M
Centaurus Financial, Inc. 0.29% Add +2834.9% 55,588 $5.0M
Founders Grove Wealth Partners, LLC 1.25% Add +15.4% 55,577 $5.0M
Harbour Trust & Investment Management Co 0.54% Add +2.5% 54,900 $4.9M
Capital Analysts, LLC 0.16% Add +24.8% 54,691 $4.9M
Grey Fox Wealth Advisors, LLC 1.16% Add +7.0% 54,504 $4.9M
Kovack Advisors, Inc. 0.48% Add +1689.5% 54,454 $4.9M
Cim Investment Management Inc. 0.93% Reduce -51.3% 54,411 $4.9M
CFS Investment Advisory Services, LLC 0.40% Add +11.8% 54,330 $4.9M
Ellis Investment Partners, LLC 0.94% Add +153.1% 54,314 $4.9M
Merit Financial Group, LLC 0.05% Add +108.8% 54,186 $4.8M
Thompson Siegel & Walmsley LLC 0.08% Reduce -21.2% 53,786 $4.8M
Crescent Grove Advisors, LLC 0.46% No change 53,397 $4.8M
Catalyst Financial Partners LLC 0.52% Add +32.3% 53,249 $4.8M
Cornerstone Advisors Asset Management, LLC 0.92% No change 53,189 $4.8M
Mullaney, Keating & Wright, Inc. 3.11% Add +10.6% 53,167 $4.8M
Copperwynd Financial, LLC 1.17% Add +172.1% 52,530 $4.7M
M1 Capital Management LLC 2.36% Add +611.9% 52,372 $4.7M
Banco Bilbao Vizcaya Argentaria, S.A. 0.04% Reduce -21.6% 51,798 $4.6M
Acadian Asset Management LLC 0.01% Add +1.4% 51,592 $4.6M
Amara Financial, Llc. 4.06% Add +0.9% 51,538 $4.6M
Santori & Peters, Inc. 1.67% Add +2.2% 51,517 $4.6M
Smith & Howard Wealth Management, LLC 1.17% Reduce -2.5% 51,400 $4.6M
FFT Wealth Management LLC 0.90% Add +3.0% 51,146 $4.6M
Ibex Wealth Advisors 0.49% Reduce -51.4% 51,086 $4.6M
Mgo One Seven LLC 0.15% Add +68.5% 51,050 $4.6M
Atlantic Edge Private Wealth Management, LLC 1.24% Reduce -4.4% 50,666 $4.5M
Agf Management Ltd. 0.02% Reduce -0.6% 50,651 $4.5M
All Terrain Financial Advisors, LLC 1.64% Reduce -1.0% 50,518 $4.5M
Gemmer Asset Management LLC 0.40% Add +1.8% 50,458 $4.5M
Gould Asset Management LLC 0.88% Add +5.6% 50,150 $4.5M
Jain Global LLC 0.07% New 50,000 $4.5M
Aptus Capital Advisors, LLC 0.04% Reduce -1.5% 49,740 $4.4M
Laird Norton Wetherby Wealth Management, LLC 0.20% — 49,656 $4.4M
Alesco Advisors, LLC, An ESL Co 0.13% Reduce -2.2% 49,282 $4.4M
Texas Bank & Trust Co 1.75% Reduce -1.3% 49,276 $4.4M
Choate Investment Advisors 0.10% Reduce -5.3% 49,239 $4.4M
Gryphon Financial Partners LLC 0.57% Add +5.9% 49,195 $4.4M
Solstein Capital, LLC 2.26% Reduce -2.4% 49,155 $4.4M
New Republic Capital, LLC 1.54% Add +7.0% 48,678 $4.4M
JFS Wealth Advisors, LLC 0.28% Add +0.2% 48,513 $4.3M
Genus Capital Management Inc. 0.56% Reduce -0.5% 48,460 $4.3M
Fragasso Financial Advisors Inc 0.29% Reduce -4.2% 48,112 $4.3M
Western Wealth Management, LLC 0.26% Reduce -1.4% 48,106 $4.3M
Investment Partners, LTD. 1.62% No change 47,812 $4.3M
Sigma Investment Counselors Inc. 0.23% Add +13.9% 47,367 $4.2M
Paloma Partners Management Co 1.81% New 47,101 $4.2M
Leverty Financial Group, LLC 1.25% Add +0.0% 46,973 $4.2M
AE Wealth Management LLC 0.03% Add +521.6% 46,740 $4.2M
Azimuth Capital Investment Management LLC 0.15% Reduce -6.0% 46,547 $4.2M
TD Waterhouse Canada Inc. 0.03% Add +10.1% 46,422 $4.1M
Arkadios Wealth Advisors 0.12% Add +31.8% 46,018 $4.1M
Dumont & Blake Investment Advisors LLC 1.07% Add +0.2% 45,992 $4.1M
Glass Jacobson Investment Advisors llc 1.57% Reduce -6.3% 45,518 $4.1M
Farmers & Merchants Investments Inc. 0.12% Add +2.7% 45,432 $4.1M
NYL Investors LLC 1.17% Add +386.4% 45,239 $4.0M
Pandora Wealth, Inc. 2.47% Add +2.2% 45,011 $4.0M
Capital Advisors, Ltd. LLC 0.50% Add +0.3% 44,915 $4.0M
Waddell & Associates, LLC 0.43% Reduce -0.3% 44,684 $4.0M
OneDigital Investment Advisors LLC 0.04% Add +5.4% 44,515 $4.0M
Meridian Wealth Management, LLC 0.17% Add +6.1% 44,372 $4.0M
Mosaic Family Wealth Partners, LLC 0.50% Reduce -0.9% 43,811 $3.9M
Dorsey & Whitney Trust CO LLC 0.21% Add +21.6% 43,539 $3.9M
Asset Management Group, Inc. 0.68% Add +0.4% 43,458 $3.9M
NTV Asset Management LLC 0.46% Add +13.5% 42,744 $3.8M
Atlas Legacy Advisors, LLC 0.84% Add +59.8% 42,461 $3.8M
Sterling Investment Advisors LLC 1.97% Add +10.9% 46,967 $3.8M
Patten & Patten Inc. 0.24% Add +882.6% 42,339 $3.8M
Central Pacific Bank - Trust Division 0.50% Reduce -6.7% 42,048 $3.8M
Acropolis Investment Management, LLC 0.21% Reduce -2.8% 41,953 $3.8M
XML Financial, LLC 0.33% Add +0.7% 41,909 $3.7M
Moody LYNN Lieberson & Walker, LLC 0.22% Add +5.8% 41,905 $3.7M
Lion Street Advisors, LLC 1.13% Add +13.3% 41,709 $3.7M
Independent Financial Group, LLC 0.10% Add +69.4% 41,708 $3.7M
Sheets Smith Wealth Management 0.43% No change 41,200 $3.7M
PFW Advisors LLC 1.13% Reduce -14.9% 41,184 $3.7M
Pettyjohn, Wood & White, Inc. 0.66% Add +8.1% 41,149 $3.7M
Thornburg Investment Management Inc. 0.05% Add +29.9% 40,774 $3.6M
Apollon Wealth Management, LLC 0.07% Reduce -4.0% 40,670 $3.6M
Commonwealth Financial Services, LLC 0.70% Reduce -8.8% 40,586 $3.6M
Staley Capital Advisers Inc. 0.15% Add +1.3% 40,500 $3.6M
Bridgewater Advisors Inc. 0.27% Add +0.2% 40,379 $3.6M
JMG Financial Group, Ltd. 0.11% Reduce -1.8% 40,178 $3.6M
Beutel, Goodman & Co Ltd. 0.02% Reduce -2.3% 40,156 $3.6M
Visionary Wealth Advisors 0.18% Add +4.4% 40,132 $3.6M
Nwam LLC 0.21% Add +47.3% 40,242 $3.6M
Nvwm, LLC 0.86% Add +82.1% 39,949 $3.6M
Rothschild Investment LLC 0.22% Add +35.9% 39,723 $3.6M
Warwick Investment Management, Inc. 0.69% No change 39,566 $3.5M
Pettinga Financial Advisors LLC 0.77% Add +2.9% 39,383 $3.5M
Integrated Wealth Concepts LLC 0.04% Reduce -0.8% 39,354 $3.5M
Rehmann Capital Advisory Group 0.21% Add +0.4% 39,178 $3.5M
Mutual Advisors, LLC 0.09% Add +32.1% 38,568 $3.5M
1834 Investment Advisors Co. 0.44% Add +0.0% 39,130 $3.5M
Sowell Financial Services LLC 0.14% Reduce -0.0% 39,075 $3.5M
Elevation Point Wealth Partners, LLC 0.27% Add +0.0% 38,877 $3.5M
Hengehold Capital Management LLC 0.32% Reduce -2.1% 38,852 $3.5M
Arcadia Investment Management Corp. 0.55% Add +1.3% 38,817 $3.5M
Curbstone Financial Management Corp 0.71% Add +4.0% 38,533 $3.4M
Global Retirement Partners, LLC 0.09% — 38,428 $3.4M
Allen Investment Management, LLC 0.04% No change 38,381 $3.4M
First Heartland Consultants, Inc. 0.30% Add +32.0% 38,018 $3.4M
Pinnacle Associates Ltd. 0.05% Add +3.4% 38,001 $3.4M
RiverFront Investment Group, LLC 0.07% Reduce -7.1% 37,600 $3.4M
Thrive Wealth Management, LLC 0.54% Add +1.7% 37,564 $3.4M
Defined Wealth Management, LLC 2.06% Add +0.0% 37,318 $3.3M
Sage Mountain Advisors LLC 0.22% Reduce -5.7% 37,196 $3.3M
McLean Asset Management Corp 0.87% Reduce -3.0% 36,881 $3.3M
Palisade Asset Management, LLC 0.33% Reduce -1.8% 36,837 $3.3M
Laurel Wealth Advisors LLC 0.49% Reduce -0.2% 36,817 $3.3M
American Financial Advisors, LLC 0.46% Add +1.0% 36,619 $3.3M
Ashford Advisors, LLC 0.76% No change 36,539 $3.3M
Balefire, LLC 0.70% Add +25.6% 36,081 $3.2M
Endowment Wealth Management, Inc. 1.65% Reduce -2.7% 35,839 $3.2M
First Interstate Bank 0.19% Reduce -0.4% 35,806 $3.2M
Richwood Investment Advisors, LLC 2.62% Add +2.1% 35,747 $3.2M
FAS Wealth Partners, Inc. 0.24% Add +0.6% 35,687 $3.2M
Graves Light Lenhart Wealth, Inc. 0.38% Reduce -1.2% 35,676 $3.2M
Audent Global Asset Management, LLC 2.28% No change 35,664 $3.2M
Cascade Financial Partners, LLC 0.38% Add +53.0% 35,643 $3.2M
Capital Group Private Client Services, Inc. 0.03% Reduce -8.4% 35,595 $3.2M
SouthState Bank Corp 0.14% Reduce -8.5% 35,417 $3.2M
SlateStone Wealth, LLC 0.30% Reduce -13.6% 35,322 $3.2M
EFG Asset Management (Americas) Corp. 0.58% Add +27.9% 35,309 $3.2M
True Link Financial Advisors, LLC 0.22% Reduce -4.7% 35,152 $3.1M
Roble, Belko & Company, Inc 0.45% Add +0.7% 34,893 $3.1M
LTG Capital LLC 2.67% Reduce -4.2% 34,852 $3.1M
Evanson Asset Management, LLC 0.19% Reduce -0.4% 34,836 $3.1M
McCarter Private Wealth Services LLC 1.77% New 34,593 $3.1M
Morton Brown Family Wealth, LLC 0.94% Reduce -2.0% 34,544 $3.1M
Orgel Wealth Management, LLC 0.07% No change 34,403 $3.1M
XTX Topco Ltd 0.13% Add +82.2% 34,376 $3.1M
Transcend Capital Advisors, LLC 0.24% Add +28.6% 34,359 $3.1M
McAdam, LLC 0.17% Add +0.5% 34,148 $3.1M
Copia Wealth Management 2.56% Add +3.2% 33,999 $3.0M
Brian Low Financial Group, LLC 2.84% — 33,910 $3.0M
Olympus Wealth Management, LLC 1.02% Reduce -13.3% 33,820 $3.0M
Bryn Mawr Trust Advisors, LLC 0.17% Add +31.7% 33,763 $3.0M
Apexium Financial, LP 0.16% Add +1.8% 33,596 $3.0M
Probity Advisors, Inc. 0.53% No change 33,531 $3.0M
Cary Street Partners Financial LLC 0.08% Add +6.7% 33,348 $3.0M
Flagship Wealth Advisors, LLC 1.12% Reduce -16.1% 33,306 $3.0M
Connor, Clark & Lunn Investment Management Ltd. 0.01% No change 33,278 $3.0M
First Nebraska Trust Co 0.28% Add +4.6% 34,030 $3.0M
J. Safra Sarasin Holding AG 0.05% Reduce -0.3% 33,155 $3.0M
Coordinated Financial Services, Inc. 2.08% — 33,143 $3.0M
Asset Planning Corporation 1.57% Reduce -1.1% 33,111 $3.0M
MPS Loria Financial Planners, LLC 0.87% Add +0.4% 33,018 $3.0M
Hansen & Associates Financial Group, Inc. 1.59% New 32,868 $2.9M
Etesian Wealth Advisors, Inc. 1.09% Reduce -1.0% 32,822 $2.9M
Canandaigua National Trust Co of Florida 2.09% Add +14.6% 32,821 $2.9M
Legacy Trust 0.72% Reduce -9.6% 32,783 $2.9M
Roman Butler Fullerton & Co. 0.86% New 32,284 $2.9M
Sachem Hill LLC 0.60% Reduce -9.9% 32,759 $2.9M
Penobscot Investment Management Company, Inc. 0.25% Add +1.2% 32,713 $2.9M
Salus Financial Advisors, LLC 1.96% Reduce -1.3% 32,652 $2.9M
Avior Wealth Management, LLC 0.10% Reduce -0.2% 32,466 $2.9M
U.S. Capital Wealth Advisors, LLC 0.08% Add +5.8% 32,382 $2.9M
Boltwood Capital Management 0.82% Reduce -1.6% 32,207 $2.9M
Cape Cod Five Cents Savings Bank 0.26% No change 34,240 $2.9M
South Plains Financial, Inc. 2.01% No change 31,992 $2.9M
Washington Trust Bank 0.24% Add +69.6% 31,808 $2.8M
Appleton Partners Inc. 0.20% Reduce -1.3% 31,546 $2.8M
Private Wealth Advisors, LLC 1.11% Add +4.9% 31,539 $2.8M
Johnson & White Wealth Management, LLC 1.42% Add +1.5% 31,541 $2.8M
Tobias Financial Advisors, Inc. 0.48% Reduce -9.1% 31,476 $2.8M
Neumann Capital Management, LLC 0.88% Reduce -9.6% 31,409 $2.8M
CMG Global Holdings, LLC 1.48% Add +6.0% 31,388 $2.8M
Rebalance, LLC 0.19% Reduce -0.2% 31,327 $2.8M
Croban 2.39% Add +4.9% 31,321 $2.8M
Daymark Wealth Partners, LLC 0.11% Reduce -0.9% 31,263 $2.8M
Panagora Asset Management Inc. 0.01% Reduce -43.1% 31,240 $2.8M
Peoples Financial Services Corp. 1.38% Reduce -0.8% 31,203 $2.8M
Fifth Third Securities, Inc. 0.21% Add +37.7% 31,111 $2.8M
HBK Sorce Advisory LLC 0.08% Reduce -2.5% 31,107 $2.8M
William Howard & Co Financial Advisors Inc 2.42% Add +0.2% 31,076 $2.8M
Efficient Advisors, LLC 0.17% Reduce -16.8% 31,043 $2.8M
Inman Jager Wealth Management, LLC 1.88% Reduce -2.3% 31,026 $2.8M
Arete Wealth Advisors, LLC 0.20% Add +3.1% 31,007 $2.8M
Klingman & Associates, LLC 0.15% Reduce -11.3% 30,804 $2.8M
Nexus Investment Management ULC 0.41% Reduce -3.2% 30,550 $2.7M
Marquette Asset Management, LLC 0.46% Reduce -3.1% 30,397 $2.7M
Texas Capital Bank Wealth Management Services Inc 0.25% Reduce -13.0% 30,306 $2.7M
Financial Synergies Wealth Advisors, Inc. 0.29% Add +1.4% 30,193 $2.7M
Farmers Trust Co. 0.50% Reduce -19.7% 30,110 $2.7M
Kingsview Wealth Management, LLC 0.04% Reduce -1.1% 29,694 $2.7M
First National Bank of Omaha 0.17% Reduce -0.3% 29,466 $2.6M
Retirement Income Solutions, Inc. 0.48% Reduce -12.9% 29,432 $2.6M
Acas, LLC 1.76% Reduce -1.8% 28,600 $2.6M
Montis Financial, LLC 0.73% Reduce -1.9% 29,201 $2.6M
Community Bank, N.A. 0.34% No change 29,187 $2.6M
Cumberland Partners Ltd 0.18% New 29,168 $2.6M
Cliftonlarsonallen Wealth Advisors, LLC 0.04% Reduce -4.9% 29,022 $2.6M
Westshore Wealth, LLC 1.00% Add +4.2% 28,987 $2.6M
Woodstock Corp. 0.24% Reduce -0.8% 28,780 $2.6M
Graypoint LLC 0.14% Add +4.1% 28,691 $2.6M
WBH Advisory Inc. 0.22% Add +1.2% 28,689 $2.6M
Gerber Kawasaki Wealth & Investment Management 0.10% Add +210.8% 28,684 $2.6M
Matrix Private Capital Group LLC 1.50% Reduce -1.8% 28,565 $2.6M
Welch & Forbes LLC 0.03% Reduce -5.0% 28,553 $2.6M
Bordeaux Wealth Advisors LLC 0.33% Reduce -1.6% 28,478 $2.5M
STRS Ohio 0.01% Reduce -18.2% 28,355 $2.5M
Larson Financial Group LLC 0.10% Reduce -13.4% 28,331 $2.5M
White Pine Capital LLC 0.80% Add +0.4% 28,315 $2.5M
Counterweight Ventures, LLC 1.65% Add +2.8% 28,314 $2.5M
Elyxium Wealth, LLC 0.95% Add +0.7% 28,212 $2.5M
Focus Financial Network, Inc. 0.10% Reduce -2.9% 28,127 $2.5M
Krilogy Financial LLC 0.14% Add +0.1% 28,099 $2.5M
Nicholas Hoffman & Company, LLC. 0.06% Add +25.3% 28,005 $2.5M
Sagard Holdings Management Inc. 7.00% — 27,979 $2.5M
Dynamic Advisor Solutions LLC 0.08% Add +3.9% 27,848 $2.5M
GS Investments, Inc. 1.10% Add +5.5% 27,794 $2.5M
Trust Co. of Toledo NA 0.27% New 27,654 $2.5M
Fort Washington Investment Advisors Inc. 0.01% Reduce -1.0% 27,651 $2.5M
BigSur Wealth Management LLC 0.62% No change 27,338 $2.4M
Pointe Capital Management LLC 1.27% Add +1.3% 27,315 $2.4M
Columbia Bank 0.74% Add +6.4% 27,306 $2.4M
Congress Asset Management Co. 0.02% Add +2.3% 27,211 $2.4M
Greenfield Savings Bank 1.10% Add +49.1% 27,209 $2.4M
Urban Financial Advisory Corp 1.22% Reduce -10.0% 27,161 $2.4M
Evermay Wealth Management LLC 0.30% Reduce -14.8% 27,149 $2.4M
B. Riley Wealth Advisors, Inc. 0.12% Reduce -32.9% 27,070 $2.4M
O'shaughnessy Asset Management, LLC 0.02% Add +62.1% 26,995 $2.4M
BLB&B Advisors, LLC 0.11% Reduce -7.0% 26,950 $2.4M
Rialto Wealth Management, LLC 0.67% Add +4.3% 26,877 $2.4M
Smith Anglin Financial, LLC 0.22% Add +0.8% 26,791 $2.4M
Retirement Planning Group, LLC 0.10% Reduce -10.7% 26,759 $2.4M
Lanark Financial, Inc. 0.20% Reduce -0.2% 26,731 $2.4M
KMG Fiduciary Partners, LLC 0.18% Add +0.0% 26,617 $2.4M
Rainier Family Wealth Inc. 2.38% Add +31.2% 26,617 $2.4M
Atlas Brown,Inc. 0.76% Add +1.7% 26,554 $2.4M
Bar Harbor Wealth Management 0.15% No change 26,546 $2.4M
Morris Financial Concepts, Inc. 0.94% Reduce -3.4% 26,533 $2.4M
Annandale Capital, LLC 0.44% Reduce -1.6% 26,514 $2.4M
Advisor OS, LLC 0.23% Add +13.9% 26,446 $2.4M
Harvest Investment Services, LLC 0.53% Add +358.0% 26,330 $2.4M
Private Trust Co. NA 0.22% Add +16.2% 26,320 $2.4M
HFG Advisors, Inc. 1.86% Add +7.6% 26,282 $2.3M
Gries Financial LLC 0.43% Add +0.1% 26,275 $2.3M
Aspect Partners, LLC 1.16% Reduce -72.4% 26,257 $2.3M
Quotient Wealth Partners, LLC 0.07% Add +11.8% 26,187 $2.3M
Naples Global Advisors, LLC 0.20% Add +0.4% 26,155 $2.3M
Eastern Bank 0.04% Add +16.9% 26,053 $2.3M
First National Corp. /Ma/ 0.47% No change 26,029 $2.3M
Associated Banc-Corp 0.07% Reduce -2.7% 25,942 $2.3M
Joel Isaacson & Co., LLC 0.09% Add +17.9% 25,879 $2.3M
Summit Financial Consulting LLC 2.07% New 25,796 $2.3M
CANADA LIFE ASSURANCE Co 0.00% Reduce -10.4% 25,607 $2.3M
Hillman Capital Management, Inc. 1.25% Add +4.9% 25,585 $2.3M
Glenview Trust Co 0.04% Add +1.5% 25,565 $2.3M
Stone House Investment Management, LLC 0.42% Add +7803.1% 25,527 $2.3M
Headlands Technologies LLC 0.27% Reduce -4.0% 25,460 $2.3M
KG Capital Management 0.67% Add +5.1% 25,426 $2.3M
Maple Capital Management, Inc. 0.15% Reduce -1.0% 25,306 $2.3M
Lavaca Capital LLC 0.92% No change 25,300 $2.3M
Westmount Partners, LLC 0.62% Reduce -1.2% 25,208 $2.3M
Arcadia Investment Advisors LLC 1.17% No change 25,183 $2.3M
Harbor Advisory Corp. 0.72% No change 25,146 $2.2M
Boyd Watterson Asset Management LLC 0.71% No change 25,097 $2.2M
Denver PWM, LLC 0.70% Reduce -4.3% 24,995 $2.2M
Intrua Financial, LLC 0.32% Reduce -3.2% 24,990 $2.2M
Bedel Financial Consulting, Inc. 0.30% Add +0.5% 24,936 $2.2M
Bank of Hawaii 0.12% No change 24,838 $2.2M
GEM Asset Management, LLC 1.13% No change 24,974 $2.2M
Country Trust Bank 0.05% Reduce -5.5% 24,664 $2.2M
Clarus Wealth Advisors 1.02% Add +1.2% 24,638 $2.2M
Hiley Hunt Wealth Management 1.11% Reduce -0.5% 24,733 $2.2M
Tudor Financial Inc. 1.24% New 24,469 $2.2M
Alpha Advisors, LLC 1.87% Add +0.0% 24,429 $2.2M
Trek Financial, LLC 0.15% Add +3.5% 24,427 $2.2M
Axiom Financial Strategies, LLC 1.22% No change 24,422 $2.2M
Newport Capital Group, LLC 1.47% Add +1.4% 24,342 $2.2M
Busey Bank 0.07% Reduce -10.4% 24,083 $2.2M
Motco 0.21% No change 24,576 $2.2M
Shoker Investment Counsel, Inc. 0.67% Add +0.5% 24,024 $2.1M
Bank of New Hampshire 0.53% Reduce -2.3% 23,968 $2.1M
Atticus Wealth Management, LLC 0.58% Add +5.6% 23,892 $2.1M
Resonant Capital Advisors, LLC 0.14% Add +8.3% 23,825 $2.1M
Horizons Wealth Management 1.54% Reduce -1.9% 23,756 $2.1M
Rockland Trust Co. 0.10% Add +0.9% 23,749 $2.1M
Legacies Wealth LLC 1.41% No change 23,748 $2.1M
Embree Financial Group 0.32% Add +3.8% 23,682 $2.1M
Live Oak Private Wealth LLC 0.31% Add +26.0% 23,598 $2.1M
Quadrant Capital Group LLC 0.08% Reduce -8.3% 23,412 $2.1M
Sterling Capital Management LLC 0.03% Reduce -4.4% 23,371 $2.1M
Fisher Asset Management 0.00% Add +13.4% 23,281 $2.1M
Principal Securities, Inc. 0.04% Add +1.9% 23,139 $2.1M
Wedbush Securities Inc. 0.07% Add +4.7% 23,124 $2.1M
Stratos Wealth Partners, LTD. 0.03% Add +30.4% 23,112 $2.1M
CX Institutional 0.07% Add +6.0% 22,982 $2.1M
Fairway Wealth LLC 0.66% Reduce -11.5% 22,942 $2.1M
Advyzon Investment Management, LLC 0.45% Reduce -2.3% 22,928 $2.0M
Strategic Financial Concepts, LLC 0.29% New 22,817 $2.0M
Brightwater Advisory LLC 1.47% Reduce -3.4% 22,805 $2.0M
RiverGlades Family Offices LLC 1.33% No change 22,761 $2.0M
Bank Ozk 0.78% No change 22,761 $2.0M
Washington Trust Advisors, Inc. 0.16% No change 22,660 $2.0M
James J. Burns & Company, LLC 0.33% Add +0.1% 22,553 $2.0M
SkyView Investment Advisors, LLC 0.29% No change 22,553 $2.0M
Optas, LLC 0.38% No change 22,540 $2.0M
Sagespring Wealth Partners, LLC 0.04% Add +9.1% 22,491 $2.0M
LOM Asset Management Ltd 0.68% — 22,490 $2.0M
Viewpoint Capital Management LLC 0.98% Reduce -5.6% 22,427 $2.0M
Edge Financial Advisors LLC 1.06% Reduce -0.7% 22,422 $2.0M
Berkshire Asset Management LLC 0.09% No change 22,268 $2.0M
Lionsbridge Wealth Management LLC 1.98% Reduce -55.3% 22,261 $2.0M
Trinity Financial Advisors LLC 0.61% Add +19.1% 22,246 $2.0M
Trust Co. of Vermont 0.09% Add +6.4% 22,121 $2.0M
NWF Advisory Services Inc. 0.24% Reduce -5.2% 22,094 $2.0M
Valpey Financial Services, LLC 1.36% — 21,948 $2.0M
BNC Wealth Management, LLC 0.58% Add +21.3% 21,915 $2.0M
Hall Laurie J Trustee 0.65% No change 21,879 $2.0M
Saxony Capital Management, LLC 1.50% New 21,840 $2.0M
MGB Wealth Management, LLC 0.64% Reduce -40.1% 21,846 $2.0M
Quantinno Capital Management LP 0.01% Add +233.1% 21,788 $1.9M
FDx Advisors, Inc. 0.59% Reduce -6.2% 21,765 $1.9M
First American Trust, FSB 0.16% Add +15.2% 21,720 $1.9M
Old Mission Capital LLC 0.05% New 21,558 $1.9M
Cahill Financial Advisors Inc. 0.24% Add +0.7% 21,542 $1.9M
Stephens Consulting, LLC 0.46% Add +0.0% 21,463 $1.9M
Biltmore Family Office, LLC 0.32% Reduce -0.6% 21,399 $1.9M
Midland Wealth Advisors, LLC 0.11% Reduce -1.3% 21,396 $1.9M
Pallas Capital Advisors LLC 0.07% Reduce -7.2% 21,320 $1.9M
Parsons Capital Management Inc. 0.12% Add +1.1% 21,282 $1.9M
Smithfield Trust Co 0.09% Reduce -0.4% 21,274 $1.9M
Fairman Group, LLC 1.56% Add +1.8% 21,155 $1.9M
Florida Trust Wealth Management Co 0.06% Reduce -15.2% 21,090 $1.9M
Sax Wealth Advisors, LLC 0.11% Add +15.2% 21,038 $1.9M
Massachusetts Financial Services Co. 0.00% Add +179.4% 20,971 $1.9M
CM Wealth Advisors LLC 0.55% Add +24.5% 20,967 $1.9M
Greenline Partners, LLC 0.25% Add +5639.2% 20,948 $1.9M
Harbor Capital Advisors, Inc. 0.08% Reduce -53.1% 20,900 $1.9M
Athena Investment Management 1.04% No change 20,869 $1.9M
Fusion Family Wealth, LLC 0.16% Add +0.0% 20,868 $1.9M
Prosperity Consulting Group, LLC 0.14% Reduce -1.1% 20,856 $1.9M
Second Line Capital, LLC 0.43% Reduce -1.9% 20,815 $1.9M
Global Strategic Investment Solutions, LLC 0.20% Reduce -10.2% 20,797 $1.9M
Watts Gwilliam & Co., LLC 0.30% Reduce -1.5% 19,870 $1.9M
Mainstay Capital Management LLC 0.09% Add +134.8% 20,728 $1.9M
Goelzer Investment Management, Inc. 0.10% Add +0.4% 20,697 $1.9M
Eukles Asset Management 0.75% Reduce -0.8% 20,559 $1.8M
Davidson Trust Co. 0.84% No change 20,433 $1.8M
Chilton Capital Management LLC 0.07% Reduce -2.1% 20,433 $1.8M
United Bank 0.22% No change 20,383 $1.8M
Seven Post Investment Office LP 0.68% No change 20,289 $1.8M
Carnegie Investment Counsel 0.04% Add +1.7% 20,276 $1.8M
Great Waters Wealth Management 0.24% Add +1.5% 20,258 $1.8M
Veracity Capital LLC 0.62% Add +0.0% 20,089 $1.8M
Abacus Planning Group, Inc. 0.27% Reduce -15.2% 20,089 $1.8M
Hubbell Strickland Wealth Management, LLC 0.79% Add +2.0% 20,053 $1.8M
Twele Capital Management, Inc. 0.35% Reduce -0.3% 20,012 $1.8M
Farmers & Merchants Trust Co of Chambersburg PA 0.55% Add +28.0% 19,851 $1.8M
Trail Ridge Investment Advisors, LLC 0.85% New 20,172 $1.8M
Windsor Capital Management, LLC 0.51% Reduce -10.9% 19,733 $1.8M
Frank, Rimerman Advisors LLC 0.12% Add +0.0% 19,461 $1.7M
Curated Wealth Partners LLC 0.20% No change 19,435 $1.7M
Perennial Investment Advisors, LLC 0.17% Reduce -4.4% 19,420 $1.7M
Lee Danner & Bass Inc. 0.13% Add +2.5% 19,357 $1.7M
MIdWestOne Financial Group, Inc. 0.22% Add +1.7% 19,350 $1.7M
Harbour Capital Advisors, LLC 0.36% No change 19,285 $1.7M
Beirne Wealth Consulting Services, LLC 0.56% Add +95.5% 19,276 $1.7M
LFA - Lugano Financial Advisors SA 1.02% Reduce -1.8% 19,219 $1.7M
VeraBank, N.A. 0.34% Add +6.2% 19,184 $1.7M
Independent Advisor Alliance 0.05% Add +222.6% 19,083 $1.7M
Focus Partners Advisor Solutions, LLC 0.02% Reduce -51.2% 19,021 $1.7M
Simon Quick Advisors, LLC 0.09% Add +0.2% 18,803 $1.7M
Moors & Cabot, Inc. 0.08% Reduce -1.0% 18,751 $1.7M
Alpine Bank Wealth Management 0.25% Add +0.7% 18,723 $1.7M
Chemung Canal Trust Co. 0.35% Add +5.0% 18,639 $1.7M
Moloney Securities Asset Management, LLC 0.21% Add +7.0% 18,603 $1.7M
Mayflower Financial Advisors, LLC 0.23% Reduce -21.9% 18,563 $1.7M
First Bancorp, Inc 0.95% Add +0.4% 18,505 $1.7M
Leith Wheeler Investment Counsel Ltd. 0.12% Reduce -16.3% 18,491 $1.7M
Integrated Investment Consultants, LLC 0.32% Add +122.7% 18,374 $1.6M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.04% Add +4.8% 18,343 $1.6M
Arax Advisory Partners 0.08% Add +36.2% 2,225 $1.6M
Indiana Trust & Investment Management Co 0.54% Reduce -0.1% 18,179 $1.6M
Simplicity Wealth,LLC 0.07% Add +43.6% 18,179 $1.6M
Smith, Moore & Co. 0.14% Add +0.6% 18,173 $1.6M
Oakwell Private Wealth Management, LLC 0.37% Add +0.3% 18,170 $1.6M
Teachers Insurance & Annuity Association of America 2.02% No change 18,147 $1.6M
Blue Trust, Inc. 0.02% Reduce -5.8% 18,028 $1.6M
Legacy Capital Wealth Partners, LLC 0.37% Reduce -22.3% 17,979 $1.6M
Clear Harbor Asset Management, LLC 0.12% No change 17,898 $1.6M
Future You Wealth LLC 0.87% Add +77.0% 18,063 $1.6M
Innova Wealth Partners 0.93% Add +18.6% 17,648 $1.6M
Cobblestone Capital Advisors LLC 0.08% Reduce -1.6% 17,625 $1.6M
Mizuho Markets Americas LLC 0.05% Reduce -26.4% 17,600 $1.6M
Benjamin Edwards Inc. 0.02% Add +249.3% 17,543 $1.6M
Stratos Wealth Advisors, LLC 0.08% Add +68.7% 17,492 $1.6M
Steph & Co. 0.51% Reduce -1.0% 17,492 $1.6M
Gladstone Institutional Advisory LLC 0.06% Add +5.8% 17,474 $1.6M
Genesis Wealth Advisors, LLC 1.17% Reduce -0.3% 17,414 $1.6M
GTS Securities LLC 0.07% New 17,414 $1.6M
Evoke Wealth, LLC 0.04% Add +19.9% 17,378 $1.6M
Fortis Capital Advisors, LLC 0.28% Add +108.9% 17,343 $1.6M
Wambolt & Associates, LLC 0.52% New 17,292 $1.5M
Ameritas Advisory Services, LLC 0.08% Reduce -14.4% 17,249 $1.5M
Hemington Wealth Management 0.22% Add +8.3% 17,180 $1.5M
Davis R M Inc. 0.03% Add +0.9% 17,131 $1.5M
Lyell Wealth Management, LP 0.12% Reduce -9.5% 17,000 $1.5M
Trust Point Inc. 0.14% Reduce -2.7% 16,980 $1.5M
Fsa Wealth Partners, Inc. 0.73% Reduce -4.6% 16,947 $1.5M
Osborne Partners Capital Management, LLC 0.08% Reduce -12.5% 16,851 $1.5M
Triasima Portfolio Management inc. 0.27% Reduce -10.2% 16,796 $1.5M
Americana Partners, LLC 0.05% New 16,754 $1.5M
North Star Investment Management Corp. 0.10% Add +0.1% 16,667 $1.5M
Norden Group LLC 0.16% Add +1.4% 16,656 $1.5M
Riverbridge Partners LLC 0.02% No change 16,647 $1.5M
SageView Advisory Group, LLC 0.06% Add +4.8% 16,585 $1.5M
Plante Moran Financial Advisors, LLC 0.10% Add +8.6% 16,490 $1.5M
ProVise Management Group, LLC 0.12% Reduce -1.6% 16,439 $1.5M
Equitable Trust Co. 0.07% No change 16,380 $1.5M
Tortoise Investment Management, LLC 0.14% Reduce -0.7% 16,358 $1.5M
KFA Private Wealth Group, LLC 0.45% Reduce -10.4% 16,356 $1.5M
Hollencrest Capital Management 0.06% No change 16,334 $1.5M
Evergreen Capital Management LLC 0.04% Reduce -2.1% 16,301 $1.5M
Well Done, LLC 0.27% Reduce -8.1% 16,290 $1.5M
Vise Technologies, Inc. 0.06% — 16,243 $1.5M
Mather Group, Llc. 0.02% Add +0.1% 16,224 $1.5M
Qube Research & Technologies Ltd 0.00% Reduce -98.3% 16,220 $1.4M
VestGen Advisors, LLC 0.06% Add +0.7% 16,210 $1.4M
Narus Financial Partners, LLC 0.45% Reduce -29.6% 16,194 $1.4M
TFO Wealth Partners, LLC 0.25% No change 16,182 $1.4M
CGN Advisors LLC 0.13% Add +22.2% 16,167 $1.4M
Michels Family Financial, LLC 1.23% Add +3.2% 16,166 $1.4M
Strategy Asset Managers LLC 0.27% Add +6.0% 16,116 $1.4M
SBI Securities Co., Ltd. 0.04% Add +1.1% 16,060 $1.4M
DF Dent & Co. Inc. 0.02% Add +27.6% 16,052 $1.4M
Wolff Financial Management LLC 0.37% Add +0.8% 15,971 $1.4M
Pine Valley Investments Ltd Liability Co 0.08% Reduce -1.7% 15,880 $1.4M
Redwood Park Advisors LLC 1.09% Add +1.0% 15,853 $1.4M
Matrix Asset Advisors Inc. 0.14% Add +6.9% 15,783 $1.4M
Lowe Brockenbrough & Co. Inc. 0.08% No change 15,768 $1.4M
Firestone Capital Management 0.33% Add +1.1% 15,693 $1.4M
Builder Investment Group Inc. 0.35% Reduce -0.4% 15,667 $1.4M
Zhang Financial LLC 0.06% Add +3.5% 15,658 $1.4M
Orrstown Financial Services Inc. 0.29% No change 15,585 $1.4M
Strategic Investment Advisors / MI 0.14% Add +0.1% 15,578 $1.4M
Wedmont Private Capital 0.06% Reduce -2.4% 15,485 $1.4M
Beacon Financial Group 0.14% Reduce -2.4% 15,478 $1.4M
Wingate Wealth Advisors, Inc. 1.23% Add +2.0% 15,440 $1.4M
Legacy Bridge, LLC 0.65% Reduce -3.9% 15,409 $1.4M
Stordahl Capital Management, Inc. 0.31% Add +1.8% 15,399 $1.4M
Foundations Investment Advisors, LLC 0.02% Add +152.4% 15,395 $1.4M
Insigneo Advisory Services, LLC 0.12% Reduce -0.3% 15,318 $1.4M
Cambridge Advisors Inc. 0.28% No change 15,186 $1.4M
First Manhattan Co. Llc. 0.00% Reduce -0.2% 15,133 $1.4M
Betterment LLC 0.00% Reduce -27.2% 15,103 $1.4M
Texas Yale Capital Corp. 0.04% Reduce -2.8% 15,079 $1.3M
Long Road Investment Counsel, LLC 0.50% Add +1.5% 15,065 $1.3M
Hexagon Capital Partners LLC 0.30% Add +0.1% 15,030 $1.3M
Rossmore Private Capital 0.16% Reduce -0.7% 15,000 $1.3M
Tompkins Financial Corp. 0.12% No change 14,992 $1.3M
Affiance Financial, LLC 0.27% Reduce -1.6% 14,967 $1.3M
LaSalle St. Investment Advisors, LLC 0.37% Reduce -3.7% 14,959 $1.3M
Sunburst Financial Group, LLC 0.30% Reduce -0.0% 14,953 $1.3M
Members Trust Co 0.05% Add +6.0% 14,918 $1.3M
Adirondack Trust Co. 0.48% Add +10.0% 14,917 $1.3M
CSM Advisors, LLC 0.04% Reduce -15.8% 14,900 $1.3M
Journey Advisory Group, LLC 0.10% Add +135.1% 14,859 $1.3M
Twin Tree Management, LP 0.03% Reduce -62.8% 14,842 $1.3M
Factor Wealth Management LTD 0.36% Reduce -0.0% 14,822 $1.3M
Avantax Planning Partners, Inc. 0.04% Reduce -0.1% 14,781 $1.3M
Apella Capital, LLC 0.04% Add +1.9% 14,878 $1.3M
Eagle Global Advisors LLC 0.05% Add +8.4% 14,705 $1.3M
Cahaba Wealth Management, Inc. 0.10% Reduce -1.3% 14,700 $1.3M
Gladwyn Financial Advisors, Inc. 1.02% — 14,697 $1.3M
Henrickson Nauta Wealth Advisors, Inc. 0.45% No change 14,632 $1.3M
CSS LLC 0.24% Reduce -40.0% 14,610 $1.3M
Diversified Portfolios, Inc. 0.12% Add +1.5% 14,572 $1.3M
Texas Capital Bancshares Inc 0.47% Reduce -2.4% 14,571 $1.3M
River Wealth Advisors LLC 0.16% Reduce -4.5% 14,512 $1.3M
MTM Investment Management, LLC 0.43% Add +51.0% 14,472 $1.3M
Regal Investment Advisors LLC 0.10% Add +25.2% 14,467 $1.3M
Emprise Bank 0.62% No change 14,452 $1.3M
Ledyard National Bank 0.12% Reduce -5.4% 14,390 $1.3M
Franklin, Parlapiano, Turner & Welch, LLC 0.34% No change 14,369 $1.3M
Roehl & Yi Investment Advisors, LLC 0.66% Add +0.6% 14,360 $1.3M
Financial Partners Group, LLC 0.46% Reduce -57.4% 14,335 $1.3M
Del-Sette Capital Management, LLC 0.89% No change 14,300 $1.3M
Forte Asset Management LLC 0.65% No change 14,280 $1.3M
Stratos Investment Management, LLC 0.06% Reduce -21.9% 14,227 $1.3M
Highland Capital Management, LLC 0.07% No change 14,171 $1.3M
Traynor Capital Management, Inc. 0.09% Add +13.9% 14,148 $1.3M
Victory Financial Group, LLC 0.20% Reduce -8.7% 14,114 $1.3M
TCI Wealth Advisors, Inc. 0.09% Reduce -0.3% 14,096 $1.3M
Valued Retirements, Inc. 1.42% No change 14,071 $1.3M
Sentinel Trust Co. Lba 0.14% Reduce -5.6% 14,055 $1.3M
Harbour Investments, Inc. 0.03% Add +43.3% 14,037 $1.3M
JARISLOWSKY, FRASER Ltd 0.01% No change 14,000 $1.3M
Aspen Capital Management, LLC 0.35% No change 14,000 $1.3M
Stockman Wealth Management, Inc. 0.17% Reduce -8.4% 13,969 $1.2M
Hickory Point Bank & Trust 1.01% Add +24.3% 13,955 $1.2M
Paladin Advisory Group, LLC 0.95% Reduce -0.6% 13,950 $1.2M
Fiduciary Alliance LLC 0.09% Reduce -18.3% 13,893 $1.2M
Private Client Services, LLC 0.48% Add +21.2% 13,854 $1.2M
Towerpoint Wealth, LLC 0.55% Reduce -3.0% 13,808 $1.2M
Beaumont Financial Advisors, LLC 0.09% No change 13,782 $1.2M
Sovereign Financial Group, Inc. 0.25% Reduce -6.8% 13,758 $1.2M
JSF Financial, LLC 0.29% Add +17.9% 13,721 $1.2M
Virtue Capital Management, LLC 0.23% New 13,700 $1.2M
Red Tortoise LLC 0.60% Add +0.5% 13,667 $1.2M
Readystate Asset Management LP 0.09% New 13,650 $1.2M
Hudson Portfolio Management LLC 1.14% Add +13.2% 13,638 $1.2M
Axxcess Wealth Management, LLC 0.03% Add +194.8% 13,634 $1.2M
First Merchants Corp. 0.05% Reduce -0.9% 13,625 $1.2M
Ironwood Wealth Management, LLC. 0.44% Reduce -57.0% 13,524 $1.2M
Contravisory Investment Management, Inc. 0.24% Add +9.8% 13,521 $1.2M
Condor Capital Management 0.10% Reduce -1.3% 13,490 $1.2M
Chapin Davis, Inc. 0.33% Reduce -1.9% 13,397 $1.2M
Haverford Trust Co 0.01% No change 13,394 $1.2M
TFC Financial Management, Inc. 0.16% Add +98.7% 13,344 $1.2M
Waldron Private Wealth LLC 0.05% Reduce -0.1% 13,326 $1.2M
Savior LLC 6.45% Add +12.0% 13,315 $1.2M
CWA Asset Management Group, LLC 0.05% Add +46.0% 13,295 $1.2M
Turtle Creek Wealth Advisors, LLC 0.14% No change 13,285 $1.2M
Truepoint, Inc. 0.03% Reduce -0.1% 13,195 $1.2M
Sunflower Bank, N.A. 0.30% Reduce -0.1% 13,190 $1.2M
Ramiah Investment Group 1.27% New 13,186 $1.2M
Jefferies Financial Group Inc. 0.02% Add +54.4% 13,140 $1.2M
Sapient Capital LLC 0.02% Reduce -0.5% 13,065 $1.2M
Bank of Marin 0.88% Reduce -2.9% 12,970 $1.2M
Exencial Wealth Advisors, LLC 0.04% Add +13.9% 12,968 $1.2M
CFM Wealth Partners LLC 0.18% Add +19.6% 12,854 $1.1M
Northeast Investment Management 0.05% Reduce -3.0% 12,806 $1.1M
1832 Asset Management L.P. 0.00% Reduce -24.4% 12,797 $1.1M
Sandy Cove Advisors, LLC 0.41% Add +1.1% 12,752 $1.1M
City Center Advisors, LLC 1.22% Add +18.6% 12,750 $1.1M
Bahl & Gaynor LLC 0.01% Add +10.8% 12,749 $1.1M
Corundum Trust Company, INC 3.00% Reduce -0.0% 12,732 $1.1M
Brandywine Oak Private Wealth LLC 0.11% No change 12,717 $1.1M
Greenup Street Wealth Management LLC 0.20% Add +43.3% 12,698 $1.1M
Earnest Partners LLC 0.01% No change 12,687 $1.1M
Palumbo Wealth Management LLC 0.35% Add +1.4% 12,676 $1.1M
Patten Group, Inc. 0.24% Add +2.3% 12,618 $1.1M
Procyon Advisors, LLC 0.11% Reduce -1.9% 12,608 $1.1M
Manhattan West Asset Management, LLC 0.26% No change 12,560 $1.1M
PKS Advisory Services, LLC 0.28% Add +30.8% 12,530 $1.1M
Balboa Wealth Partners 0.22% Add +367.5% 12,449 $1.1M
Sterling Investment Advisors, Ltd. 0.24% Add +0.4% 12,426 $1.1M
SeaCrest Wealth Management, LLC 0.12% Add +41.9% 12,422 $1.1M
WealthShield Partners, LLC 0.13% Add +3.0% 12,330 $1.1M
RFG Advisory, LLC 0.03% Reduce -72.1% 12,309 $1.1M
GFS Advisors, LLC 0.15% Reduce -7.1% 12,310 $1.1M
High Net Worth Advisory Group LLC 0.29% No change 12,250 $1.1M
Aspen Investment Management Inc 0.46% Reduce -0.2% 12,180 $1.1M
Radnor Capital Management, LLC 0.17% Reduce -2.4% 12,100 $1.1M
Ironwood Investment Counsel, LLC 0.17% No change 12,058 $1.1M
Park National Corp. 0.04% No change 12,028 $1.1M
BridgePort Financial Solutions, LLC 0.36% Add +12.7% 11,997 $1.1M
Keystone Wealth Services, LLC 0.26% Add +1.2% 11,959 $1.1M
Colonial Trust Co / SC 0.16% Add +37.9% 11,949 $1.1M
Alpha Cubed Investments, LLC 0.04% Reduce -32.2% 11,936 $1.1M
Holistic Financial Partners 0.47% Reduce -0.1% 11,901 $1.1M
Axis Wealth Partners, LLC 0.70% Reduce -1.3% 11,899 $1.1M
IFG Advisory, LLC 0.05% No change 11,898 $1.1M
Archvest Wealth Advisors, Inc. 0.93% Reduce -3.6% 11,889 $1.1M
GW&K Investment Management, LLC 0.01% Reduce -7.1% 11,829 $1.1M
Legacy Capital Group California, Inc. 0.29% Add +5.0% 11,763 $1.1M
SC&H Financial Advisors, Inc. 0.18% Reduce -2.0% 11,737 $1.0M
David J Yvars Group 0.61% New 11,729 $1.0M
Mairs & Power Inc. 0.01% Add +1.1% 11,696 $1.0M
Baron Wealth Management LLC 0.37% Reduce -4.9% 11,686 $1.0M
Pitcairn Co. 0.07% Reduce -5.7% 11,639 $1.0M
Roberts Glore & Co. Inc. 0.30% Reduce -3.3% 11,614 $1.0M
MidAtlantic Capital Management, Inc. 0.74% Reduce -0.0% 11,604 $1.0M
German American Bancorp, Inc. 0.10% Reduce -14.9% 11,599 $1.0M
Enterprise Bank & Trust Co 0.39% Reduce -0.9% 11,540 $1.0M
TCV Trust & Wealth Management, Inc. 0.09% Reduce -1.2% 11,490 $1.0M
Apeiron RIA LLC 0.26% Add +2.9% 11,465 $1.0M
Anchor Capital Advisors LLC 0.03% Reduce -5.8% 11,463 $1.0M
Capital Planning Advisors, LLC 0.15% Add +3.3% 11,451 $1.0M
Truefg, LLC 0.30% Reduce -5.0% 11,414 $1.0M
Ritter Daniher Financial Advisory LLC / DE 0.25% Reduce -0.4% 11,394 $1.0M
Eagle Rock Investment Company, LLC 0.16% Reduce -4.5% 11,359 $1.0M
Assetmark, Inc. 0.00% Add +8.7% 11,351 $1.0M
Tiemann Investment Advisors, LLC 0.42% No change 11,344 $1.0M
Advisor Resource Council 0.50% Reduce -47.0% 11,297 $1.0M
Core Wealth Advisors, Inc. 0.29% Add +77.4% 11,292 $1.0M
Wealthspire Retirement, LLC 0.07% Add +0.3% 11,210 $1.0M
Cyndeo Wealth Partners, LLC 0.06% Reduce -1.0% 11,210 $1.0M
ORBA Wealth Advisors, L.L.C. 0.91% Reduce -28.1% 11,178 $999K
Savvy Advisors, Inc. 0.07% Add +1.7% 11,137 $996K
Lighthouse Financial LLC 0.76% No change 11,090 $991K
Compass Planning Associates Inc 0.91% Reduce -0.4% 11,074 $990K
Partners in Financial Planning 0.18% Add +0.3% 11,060 $989K
Wells Trecaso Financial Group, LLC 0.30% No change 11,043 $987K
Keudell/Morrison Wealth Management 0.22% Add +2.4% 11,032 $986K
Kanawha Capital Management LLC 0.07% Add +8.9% 11,029 $986K
Pennington Partners & Co., LLC 0.53% Add +0.0% 10,980 $981K
Breakwater Capital Group 0.16% Reduce -4.3% 10,924 $976K
Independent Wealth Network Inc. 0.35% Add +0.5% 10,885 $973K
21 West Wealth Management LLC 0.98% — 10,846 $970K
Empower Advisory Group, LLC 0.00% Add +2.8% 10,837 $969K
Yukon Wealth Management, Inc. 0.35% Add +1.8% 10,806 $966K
Aegis Wealth Management LLC 0.57% Reduce -29.5% 11,732 $959K
Headinvest, LLC 0.20% Reduce -33.2% 10,707 $957K
Capital Investment Advisors, LLC 0.02% Reduce -6.6% 10,674 $954K
New Age Alpha Advisors, LLC 0.04% Add +34.9% 10,625 $950K
Cordgrass Capital Advisors, LLC 0.26% Reduce -2.5% 10,610 $948K
Navis Wealth Advisors, LLC 0.79% Add +276.2% 10,541 $942K
MBL Wealth, LLC 0.09% No change 10,490 $938K
Macquarie Group Ltd. 0.00% Reduce -7.1% 10,430 $932K
SPC Financial, Inc. 0.08% Add +2.0% 10,422 $932K
Flagship Harbor Advisors, LLC 0.04% Reduce -0.7% 10,416 $931K
Beese Fulmer Investment Management, Inc. 0.07% Add +88.6% 10,390 $929K
Patriot Investment Management Group, Inc. 0.06% Add +0.1% 10,382 $928K
Total Investment Management Inc. 0.13% Reduce -27.5% 10,376 $928K
O'Connor Financial Group LLC 0.41% Reduce -2.8% 10,333 $925K
Frederick Financial Consultants, LLC 0.57% Reduce -0.1% 10,317 $922K
SOA Wealth Advisors, LLC. 0.17% Add +25.9% 10,283 $919K
Saxon Interests, Inc. 0.43% No change 11,227 $918K
Private Wealth Group, LLC 0.49% No change 10,262 $917K
Stephenson & Company, Inc. 0.56% Reduce -0.5% 10,257 $917K
Golden State Wealth Management, LLC 0.11% Reduce -5.5% 10,231 $915K
Next Capital Management LLC 0.34% Add +12.8% 10,216 $913K
Pine Haven Investment Counsel, Inc 0.72% No change 10,197 $912K
LCNB Corp. 0.32% Reduce -3.5% 10,184 $910K
Lansing Street Advisors 0.27% Reduce -0.4% 10,139 $906K
Florida Financial Advisors, LLC 0.22% Add +184.6% 10,127 $905K
Salem Investment Counselors Inc. 0.03% Add +0.6% 10,122 $905K
Woodmont Investment Counsel LLC 0.06% No change 10,067 $900K
Financial Advocates Investment Management 0.07% Reduce -29.8% 10,054 $899K
Shayne & Jacobs, LLC 0.30% No change 10,053 $899K
Burney Co./ 0.03% Add +3.9% 10,035 $897K
Insight Wealth Strategies, LLC 0.11% Add +40.3% 10,041 $896K
Leigh Baldwin & Co., LLC 0.59% Add +1.6% 9,969 $891K
Essex Bank 0.21% Reduce -0.7% 9,962 $890K
Gen-Wealth Partners Inc 0.34% Add +0.3% 9,958 $890K
Oakworth Capital, Inc. 0.06% No change 9,905 $885K
McIlrath & Eck, LLC 0.10% Reduce -1.4% 9,889 $884K
Garde Capital, Inc. 0.05% Reduce -1.1% 9,888 $884K
American National Bank & Trust 0.09% Reduce -4.2% 9,879 $883K
Deroy & Devereaux Private Investment Counsel Inc. 0.05% No change 9,850 $880K
Reston Wealth Management LLC 0.31% Add +19.9% 9,818 $878K
Nestegg Advisors, Inc. 0.84% Add +1.7% 9,805 $876K
SimpliFi, Inc. 0.39% Add +6.4% 9,787 $875K
Peterson Wealth Advisors, LLC 0.14% Add +0.0% 9,779 $874K
Whalerock Point Partners, LLC 0.19% No change 9,750 $872K
RPS Advisory Solutions LLC 0.48% Add +34.9% 9,727 $869K
Private Wealth Management Group, LLC 0.29% Reduce -0.5% 9,715 $868K
RKL Wealth Management LLC 0.08% Add +28.8% 9,714 $868K
Beacon Bank & Trust 0.20% No change 9,705 $868K
Park Capital Management, LLC / WI 0.80% Add +0.1% 9,701 $867K
Camden National Bank 0.12% Reduce -3.5% 9,696 $867K
Marietta Wealth Management, LLC 0.11% No change 9,688 $866K
Tranquilli Financial Advisor LLC 0.53% Add +170.7% 9,560 $855K
Certuity, LLC 0.08% Add +11.1% 9,514 $850K
Purkiss Capital Advisors LLC 0.47% Add +1.9% 9,480 $847K
Cypress Financial Planning LLC 0.28% Reduce -2.6% 9,442 $844K
Cypress Wealth Services, LLC 0.15% New 9,417 $842K
GM Advisory Group, LLC 0.04% Add +17.6% 9,401 $840K
TFG Advisers LLC 0.29% Add +2.9% 9,393 $840K
ESL Trust Services, LLC 0.17% No change 9,352 $836K
Eight 31 Financial, LLC 0.55% No change 9,351 $836K
Vontobel Holding Ltd. 0.00% Reduce -17.9% 9,267 $828K
Waterford Advisors, LLC 0.31% Reduce -70.0% 2,778 $827K
Clear Point Advisors Inc. 0.70% Add +1.7% 9,244 $826K
Yardley Wealth Management LLC 0.45% No change 9,241 $826K
CENTRAL TRUST Co 0.02% No change 9,218 $824K
Mezzasalma Advisors, LLC 0.25% Reduce -4.3% 9,191 $822K
Zacks Investment Management 0.01% Reduce -12.1% 9,166 $819K
Asset Dedication, LLC 0.06% Add +30.4% 9,146 $818K
Elgethun Capital Management 0.16% No change 9,137 $817K
Peoples Bank 0.55% Reduce -20.3% 9,101 $814K
Alley Investment Management Company, LLC 0.10% Reduce -1.9% 9,095 $813K
Lifeworks Advisors, LLC 0.12% No change 9,063 $810K
Guidance Point Advisors, LLC 0.21% Add +3.8% 9,038 $808K
Topsail Wealth Management, LLC 0.15% Add +12.4% 9,034 $808K
Thomasville National Bank 0.06% Reduce -14.5% 9,031 $807K
Missouri Trust & Investment Co 0.26% No change 9,005 $805K
Disciplined Investments, LLC 0.34% Reduce -10.5% 8,996 $804K
Main Street Financial Solutions, LLC 0.06% Reduce -5.3% 8,926 $798K
Trust Co. of Oklahoma 0.25% Reduce -0.3% 8,921 $797K
Lifestyle Asset Management, Inc. 0.37% New 8,906 $796K
InvesTrust 0.31% Add +5.0% 8,873 $793K
Personal Cfo Solutions, LLC 0.15% Add +4.0% 8,870 $793K
Relyea Zuckerberg Hanson LLC 0.09% Add +0.2% 8,864 $792K
Alpha Omega Wealth Management LLC 0.14% Add +1.8% 8,861 $792K
Empirical Asset Management, LLC 0.24% Add +17.1% 8,852 $791K
Signaturefd, LLC 0.01% Add +100.1% 8,847 $791K
Sigma Planning Corp 0.02% Add +3.5% 8,836 $790K
Thoroughbred Financial Services, LLC 0.06% Add +0.4% 8,827 $789K
Kingswood Wealth Advisors, LLC 0.06% Add +1.7% 8,697 $777K
Ullmann Wealth Partners Group, LLC 0.09% Reduce -2.8% 8,682 $776K
Horan Securities, Inc. 0.27% Reduce -1.6% 8,672 $775K
Donor Advised Charitable Giving, Inc. 0.02% Reduce -5.2% 8,666 $775K
Genesee Capital Advisors, LLC 0.35% Add +1.4% 8,657 $774K
Easterly Investment Partners LLC 0.06% No change 8,631 $772K
Amplius Wealth Advisors, LLC 0.07% Add +6.2% 8,579 $767K
PFG Investments, LLC 0.04% Add +17.7% 8,522 $762K
Fca Corp. 0.23% Reduce -1.7% 8,517 $761K
Koshinski Asset Management, Inc. 0.06% Add +26.1% 8,497 $760K
Centerpoint Advisors, LLC 0.26% No change 8,490 $759K
Debussy Capital Management LP 0.11% Reduce -14.6% 8,489 $759K
Romano Brothers and Company 0.09% No change 8,467 $757K
Caldwell Trust Co 0.08% No change 8,467 $757K
Fidelity D & D Bancorp Inc. 0.46% No change 8,426 $753K
Aspen Wealth Management LLC 0.19% Reduce -0.7% 8,416 $752K
Peoples Bank 0.46% Reduce -6.8% 8,413 $752K
Sunpointe, LLC 0.30% New 8,409 $752K
Peak Asset Management, LLC 0.14% No change 8,405 $751K
MSH Capital Advisors LLC 0.22% Add +0.1% 8,395 $750K
Christopher J. Hasenberg, Inc 0.28% Reduce -97.3% 8,385 $750K
Security Financial Services, INC. 0.13% Reduce -1.2% 8,348 $746K
Morton Capital Management LLC 0.13% Add +111.1% 8,333 $745K
Logan Stone Capital, LLC 0.35% New 8,333 $745K
tru Independence LLC 0.22% Reduce -7.5% 8,332 $745K
Hohimer Wealth Management, LLC 0.13% No change 8,331 $745K
Family Capital Trust Co 0.26% No change 8,307 $743K
Argent Advisors, Inc. 0.23% Add +2.5% 8,288 $741K
Soltis Investment Advisors LLC 0.06% Add +2.7% 8,276 $740K
Trust Co of the South 0.13% Reduce -1.0% 8,270 $739K
Collective Family Office LLC 0.19% No change 8,236 $736K
Studio Investment Management LLC 0.15% Add +20.8% 8,227 $735K
Exchange Bank 0.58% Reduce -8.2% 8,207 $734K
Moisand Fitzgerald Tamayo, LLC 0.09% No change 8,203 $733K
Chemistry Wealth Management LLC 0.16% No change 8,196 $733K
Bright Financial Advisors, Inc. 0.41% Add +1.3% 8,188 $732K
MFA Wealth Services 0.55% Add +5.6% 8,175 $731K
Roof Eidam Maycock Peralta, LLC 0.18% Add +61.7% 8,167 $730K
Clarity Financial LLC 0.08% Add +12.3% 8,151 $729K
Blake Schutter Theil Wealth Advisors, LLC 0.83% No change 8,139 $728K
Elevation Wealth Partners, LLC 0.29% Add +1.3% 8,129 $727K
Arcus Capital Partners, LLC 0.31% Add +1.6% 8,102 $724K
MBA Advisors LLC 0.33% No change 8,100 $724K
Consilium Wealth Advisory, LLC 0.31% New 8,100 $724K
SeaBridge Investment Advisors LLC 0.13% No change 8,100 $724K
Boston Family Office LLC 0.05% Reduce -16.5% 8,097 $724K
Bragg Financial Advisors, Inc 0.03% Add +56.0% 8,094 $724K
Optimum Investment Advisors 0.31% No change 8,090 $723K
Interchange Capital Partners, LLC 0.17% Reduce -4.0% 8,076 $722K
St Germain D J Co. Inc. 0.03% Reduce -2.0% 8,067 $721K
Koss-Olinger Consulting, LLC 0.06% Reduce -0.1% 8,040 $719K
3Chopt Investment Partners, LLC 0.17% Add +1161.8% 8,038 $719K
Beaird Harris Wealth Management, LLC 0.06% Add +0.0% 7,988 $714K
Park Edge Advisors, LLC 0.18% Add +34.4% 7,981 $713K
Prime Capital Investment Advisors, LLC 0.01% Reduce -66.5% 7,978 $713K
Heritage Trust Co 0.08% No change 7,970 $712K
Douglass Winthrop Advisors, LLC 0.01% Reduce -45.0% 7,941 $710K
Townsend Asset Management Corp. /NC/ 0.26% Add +2.1% 7,914 $707K
WCM Investment Management, LLC 0.00% Reduce -82.5% 7,891 $705K
Mine & Arao Wealth Creation & Management, LLC. 0.31% Reduce -2.5% 7,828 $700K
World Equity Group, Inc. 0.19% Reduce -47.2% 7,812 $698K
Parcion Private Wealth LLC 0.05% No change 7,810 $698K
Tocqueville Asset Management L.P. 0.01% No change 7,807 $698K
Ancora Advisors LLC 0.01% Add +10.3% 7,779 $695K
Cypress Capital Group 0.09% No change 7,776 $695K
Revolve Wealth Partners, LLC 0.09% Reduce -6.7% 7,769 $695K
TruNorth Capital Management, LLC 0.15% No change 7,766 $694K
Wolff Wiese Magana LLC 0.43% Reduce -0.2% 7,734 $691K
Ausdal Financial Partners, Inc. 0.05% Add +111.8% 7,692 $688K
Perritt Capital Management Inc 0.35% Add +1.8% 7,659 $685K
Essex Financial Services, Inc. 0.04% Add +26.9% 7,658 $685K
Mechanics Bank Trust Department 0.10% Reduce -11.6% 7,636 $683K
Liberty Square Wealth Partners LLC 0.24% Reduce -4.0% 7,635 $682K
Doliver Advisors, LP 0.19% No change 7,630 $682K
Toronto Dominion Bank 0.00% Reduce -96.9% 7,613 $680K
InTrack Investment Management Inc 0.46% Reduce -57.8% 7,612 $680K
Opinicus Capital, Inc. 0.52% Add +1.8% 7,607 $680K
JNBA Financial Advisors 0.07% Reduce -2.9% 7,579 $677K
Formidable Asset Management, LLC 0.11% No change 8,289 $677K
Discipline Wealth Solutions, LLC 0.26% Add +109.3% 7,560 $676K
Lincoln Capital Corp. 0.26% Reduce -1.4% 7,538 $674K
Good Life Advisors, LLC 0.04% Reduce -0.0% 7,518 $672K
AlphaCore Capital LLC 0.03% Add +325.5% 7,502 $671K
Clifford Swan Investment Counsel LLC 0.02% No change 7,501 $671K
Liberty Wealth Management LLC 0.10% Reduce -13.5% 7,487 $669K
Brookmont Capital Management 0.38% Add +0.0% 7,470 $668K
Trilogy Capital Inc. 0.03% Reduce -1.1% 7,468 $668K
Sound View Wealth Advisors Group, LLC 0.05% Add +10.1% 7,454 $666K
WMG Financial Advisors, LLC 0.25% Reduce -1.8% 7,416 $663K
Stelac Advisory Services LLC 0.25% No change 7,415 $663K
PBMares Wealth Management LLC 0.12% Reduce -0.2% 7,386 $660K
Bond & Devick Financial Network, Inc. 0.22% Add +26.2% 7,374 $659K
Waterloo Capital, L.P. 0.05% New 7,360 $658K
SkyOak Wealth, LLC 0.13% Reduce -21.3% 7,348 $657K
Aprio Wealth Management, LLC 0.07% Add +0.2% 7,324 $655K
First American Bank 0.04% No change 7,310 $653K
CPC Advisors, LLC 0.08% Add +37.2% 7,298 $652K
Physician Wealth Advisors, Inc. 0.10% Reduce -14.0% 7,278 $651K
Sunbelt Securities, Inc. 0.06% Add +0.0% 8,589 $649K
Alexander Randolph Advisory, Inc. 0.58% Add +33.9% 7,256 $649K
Altman Advisors, Inc. 0.26% Reduce -3.2% 7,240 $646K
Ti-Trust, Inc. 0.43% Reduce -0.8% 7,191 $643K
Armbruster Capital Management, Inc. 0.12% Reduce -0.1% 7,182 $642K
Independent Family Office, LLC 0.30% New 7,174 $641K
Forum Private Client Group LLC 0.25% Reduce -4.6% 7,173 $641K
Bath Savings Trust Co 0.06% Add +14.0% 7,159 $640K
GC Wealth Management RIA, LLC 0.05% Reduce -20.9% 7,134 $638K
Oarsman Capital, Inc. 0.10% No change 7,122 $637K
HORAN Wealth, LLC 0.19% — 7,092 $634K
Causeway Capital Management LLC 0.01% Add +9.7% 7,064 $631K
Measured Risk Portfolios, Inc. 0.70% Add +0.3% 7,029 $628K
Gallacher Capital Management LLC 0.29% Add +5.5% 7,026 $628K
Cordatus Wealth Management LLC 0.15% Add +65.0% 7,022 $628K
Awm Capital, LLC 0.07% No change 7,000 $626K
Anchor Investment Management, LLC 0.05% No change 6,979 $624K
Wealth Preservation Advisors, LLC 0.38% Add +0.3% 6,977 $624K
CGC Financial Services, LLC 0.21% No change 6,974 $623K
Austin Asset Management Co Inc 0.13% No change 6,952 $621K
Stage Harbor Financial, LLC 0.50% New 6,934 $620K
Sage Capital Advisors,llc 0.15% Reduce -3.3% 6,921 $619K
Panoramic Capital Partners, LLC 0.43% Add +64.3% 6,892 $617K
Carret Asset Management, LLC 0.07% No change 6,901 $617K
Trust Co 0.07% Reduce -45.5% 6,892 $616K
Culbertson A N & Co. Inc. 0.09% Reduce -4.2% 6,858 $613K
Alterna Wealth Management, Inc. 0.49% Reduce -44.0% 6,853 $613K
Sentry LLC 0.12% No change 6,837 $611K
Monte Financial Group, LLC 0.24% Add +10.2% 6,815 $609K
Duncan Williams Asset Management, LLC 0.19% Add +0.6% 6,798 $608K
FLC Capital Advisors 0.13% Add +143.6% 6,786 $607K
Charles Schwab Trust Co 0.05% Add +58.0% 6,785 $607K
Pacific Sage Partners, LLC 0.12% No change 6,754 $604K
Brand Asset Management Group, Inc. 0.22% No change 6,729 $602K
Sageworth Trust Co of South Dakota 0.65% No change 6,700 $599K
JDM Financial Group LLC 0.28% No change 6,681 $597K
ARK & TLK Investments, LLC 0.19% No change 6,662 $596K
Tilson Financial Group, Inc. 0.22% Reduce -0.5% 6,647 $594K
MKD Wealth Coaches, LLC 0.62% Add +1.7% 6,626 $592K
Northstar Financial Companies, Inc. 0.62% New 6,619 $592K
Tillman Hartley LLC 0.17% Add +97.7% 6,527 $583K
Cornerstone Wealth Management, LLC 0.04% Add +76.1% 6,504 $581K
Magnus Financial Group LLC 0.05% Reduce -3.6% 6,490 $580K
Leisure Capital Management 0.22% No change 6,490 $580K
Sonata Capital Group Inc. 0.23% Add +89.7% 6,476 $579K
Operose Advisors LLC 0.16% Add +9.7% 6,461 $578K
Frisch Financial Group, Inc. 0.14% Add +19.4% 6,453 $577K
Vista Capital Partners, Inc. 0.06% Reduce -8.8% 6,441 $576K
Ameritas Investment Partners, Inc. 0.02% No change 6,418 $574K
Leo Wealth, LLC 0.04% Add +65.3% 6,402 $572K
Spinnaker Trust 0.03% No change 6,377 $570K
Smartleaf Asset Management LLC 0.05% Add +730.3% 6,377 $570K
Howard Wealth Management, LLC 0.29% Add +0.2% 6,357 $568K
Finward Bancorp 0.45% Add +0.8% 6,324 $565K
Montag A & Associates Inc. 0.03% Reduce -18.2% 6,312 $564K
Family Office Research LLC 0.27% Reduce -1.1% 6,298 $563K
Mascoma Wealth Management LLC 0.13% No change 6,264 $560K
Schrum Private Wealth Management LLC 0.45% Add +11.3% 6,249 $559K
TrinityBridge Ltd 0.02% No change 6,232 $557K
Horizon Advisory Services, Inc. 0.30% Reduce -3.0% 6,228 $557K
Pacific Financial Group Inc. 0.43% Add +27.1% 6,222 $556K
Sage Rhino Capital LLC 0.12% Add +0.2% 6,212 $555K
Greenwich Wealth Management LLC 0.03% No change 6,185 $553K
CBIZ Investment Advisory Services, LLC 0.02% No change 6,174 $552K
Security National Bank of So Dak 0.30% No change 6,170 $552K
Ofc Financial Planning, LLC 0.58% Reduce -1.3% 6,143 $549K
Financial Advisory Corp 0.08% Reduce -5.3% 6,142 $549K
Dentgroup LLC 0.38% Reduce -2.1% 6,123 $547K
Great Diamond Partners, LLC 0.12% New 6,107 $546K
Rockwood Wealth Management, LLC 0.05% Add +28.9% 6,100 $545K
Marshall Financial Group Inc. 0.16% Add +1.0% 6,097 $545K
Arq Wealth Advisors, LLC 0.19% No change 6,655 $544K
Founders Financial Securities LLC 0.04% Reduce -6.9% 6,083 $544K
Bangor Savings Bank 0.05% Add +1.8% 6,077 $543K
Lakeshore Financial Planning, Inc. 0.22% No change 6,068 $542K
Conservest Capital Advisors, Inc. 0.05% Add +0.2% 6,032 $539K
Argus Investors' Counsel, Inc. 0.38% Add +8.4% 6,029 $539K
West Bancorporation Inc. 0.34% No change 6,023 $538K
Hardin Capital Partners, LLC 0.32% Add +0.0% 6,029 $538K
Aberdeen Wealth Management LLC 0.36% New 6,017 $538K
City National Bank of Florida 0.39% No change 6,016 $538K
Clarkston Capital Partners, LLC 0.01% No change 5,992 $536K
Certified Advisory Corp 0.06% Add +0.2% 5,972 $534K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% No change 5,968 $533K
Nations Financial Group Inc, /Ia/ 0.04% Reduce -0.4% 5,962 $533K
Marion Wealth Management 0.13% No change 5,914 $529K
DB Fitzpatrick & Co, Inc 0.47% Reduce -1.5% 5,910 $528K
Investmark Advisory Group LLC 0.25% Add +0.5% 5,893 $527K
Taylor Hoffman Capital Management LLC 0.18% No change 5,877 $525K
Berkeley Capital Partners, LLC 0.13% Add +4.3% 5,875 $525K
Norway Savings Bank 0.27% Reduce -16.6% 5,865 $524K
Cynosure Group, LLC 0.06% Reduce -32.7% 5,861 $524K
Strive Asset Management, LLC 0.31% Reduce -64.0% 5,852 $523K
Fiduciary Wealth Partners, LLC 0.49% Add +1244.6% 5,849 $523K
WestHill Financial Advisors, Inc. 0.11% Reduce -1.3% 5,841 $522K
Mosaic Financial Group, LLC 0.40% Add +16.8% 5,829 $521K
Colorado Capital Management, Inc. 0.22% Reduce -1.4% 5,813 $520K
OneAscent Financial Services LLC 0.04% Reduce -41.4% 5,802 $518K
Sightline Wealth Advisors, LLC 0.25% Add +0.6% 5,766 $515K
Howland Capital Management LLC 0.02% Reduce -4.6% 5,753 $514K
Farrell Financial LLC 0.34% Add +0.7% 5,749 $514K
YHB Investment Advisors, Inc. 0.04% Add +4.1% 5,726 $512K
Meeder Advisory Services, Inc. 0.03% Add +5.5% 5,723 $512K
Fortress Private Ledger, LLC 0.23% Add +0.7% 5,703 $510K
Zions Bancorporation, National Association 0.03% No change 5,700 $510K
Advantage Trust Co 0.25% Add +1038.0% 5,690 $509K
Leavell Investment Management, Inc. 0.02% No change 5,685 $508K
LJI Wealth Management, LLC 0.09% Reduce -0.8% 5,678 $508K
Fortis Advisors, LLC 0.32% New 5,669 $507K
Bonfire Financial 0.42% Add +0.4% 5,667 $507K
Financial Guidance Group, Inc. 0.24% Reduce -3.6% 5,643 $504K
Creekside Partners 0.24% Add +1.1% 5,639 $504K
Forum Financial Management, LP 0.01% No change 5,613 $502K
Long Run Wealth Advisors, LLC 0.10% Add +1.7% 5,598 $500K
Dynamic Financial Group 0.48% Add +17.4% 5,595 $500K
HCR Wealth Advisors 0.06% Add +10.3% 5,579 $499K
Woodside Wealth Management LLC 0.43% No change 5,560 $497K
Wealth Dimensions Group, Ltd. 0.11% Add +0.0% 5,549 $496K
Potentia Wealth 0.28% Reduce -22.9% 5,535 $495K
Gilman Hill Asset Management, LLC 0.08% Reduce -1.6% 5,521 $494K
Blue Oak Capital, LLC 0.26% New 5,510 $493K
Impact Capital Partners LLC 0.16% Reduce -6.7% 5,469 $489K
DDFG, Inc 0.12% Reduce -0.5% 5,464 $488K
Samalin Investment Counsel, LLC 0.19% Reduce -0.3% 5,447 $487K
Northstar Advisory Group, LLC 0.24% Add +78.5% 5,445 $487K
Alpha Zero LLC 0.32% No change 5,432 $486K
Continuum Advisory, LLC 0.06% Add +6.9% 5,408 $483K
Baker Tilly Wealth Management, LLC 0.17% Add +0.8% 5,401 $483K
Seven Mile Advisory 0.29% Add +0.0% 5,395 $482K
North Star Asset Management Inc. 0.02% Reduce -0.9% 5,374 $480K
Oak Family Advisors, LLC 0.17% Add +4.3% 5,325 $476K
Global Financial Private Client, LLC 0.18% No change 5,320 $476K
Sage Financial Group Inc. 0.03% Reduce -0.2% 5,279 $472K
Donaldson Capital Management, LLC 0.02% Reduce -0.3% 5,255 $470K
Clientfirst Wealth Management, LLC 0.48% No change 5,250 $469K
CNB Bank 0.22% No change 5,232 $468K
Vestcor Inc 0.01% Reduce -34.9% 5,228 $467K
North Berkeley Wealth Management, LLC 0.43% Add +1.8% 5,207 $465K
Bensler, LLC 0.05% New 5,206 $465K
Garner Asset Management Corp 0.22% Add +9.3% 5,205 $465K
Telos Capital Management, Inc. 0.05% Reduce -2.8% 5,204 $465K
Pioneer Trust Bank N A 0.12% No change 5,200 $465K
Johnson Financial Group, LLC 0.04% Reduce -70.6% 5,194 $464K
Tradition Wealth Management, LLC 0.04% Add +19.4% 5,191 $464K
Community Trust & Investment Co. 0.03% No change 5,185 $463K
Gables Capital Management Inc. 0.22% No change 5,179 $463K
Jackson Hole Capital Partners, LLC 0.08% No change 5,168 $462K
First Business Financial Services, Inc. 0.04% No change 5,128 $458K
Key Financial Inc 0.09% No change 5,104 $456K
Center for Financial Planning, Inc. 0.05% No change 5,103 $456K
Kavar Capital Partners Group, LLC 0.07% No change 5,095 $455K
Aspen Grove Capital, LLC 0.08% Reduce -43.1% 5,090 $455K
Old Second National Bank of Aurora 0.10% No change 5,070 $453K
Vested Financial Planning, LLC 0.40% Add +1.1% 5,066 $453K
Climber Capital SA 0.29% No change 5,070 $451K
United Asset Strategies, Inc. 0.04% Reduce -22.8% 5,036 $450K
Sound Stewardship, LLC 0.23% Reduce -2.9% 5,021 $449K
HUB Investment Partners, LLC 0.02% Add +16.6% 5,018 $449K
Duncker Streett & Co. Inc. 0.08% Reduce -2.6% 5,016 $448K
DBK Financial Counsel, LLC 0.40% Add +4.2% 5,006 $447K
Citizens National Bank Trust Department 0.09% Reduce -9.1% 5,005 $447K
Forza Wealth Management, LLC 0.18% No change 5,000 $447K
Index Fund Advisors, Inc. 0.03% Add +0.5% 4,999 $447K
Petix & Botte Co 0.11% Reduce -10.8% 4,978 $445K
Acima Private Wealth, LLC 0.15% No change 4,970 $444K
Legacy Edge Advisors, LLC 0.06% Add +41.6% 4,958 $443K
Russell Investments Group, Ltd. 0.00% Reduce -5.4% 4,957 $443K
NorthCrest Asset Manangement, LLC 0.01% Reduce -9.0% 4,946 $443K
Ellevest, Inc. 0.07% No change 4,950 $442K
Piscataqua Savings Bank 0.37% Add +32.1% 4,935 $441K
Grandfield & Dodd, LLC 0.03% No change 4,921 $440K
Magnolia Capital Management Ltd. 0.35% No change 4,915 $439K
GHP Investment Advisors, Inc. 0.02% Add +0.2% 4,908 $439K
Pinnacle Wealth Management Advisory Group, LLC 0.04% Add +5.4% 4,905 $438K
Wealth Architects, LLC 0.04% Add +1.1% 4,902 $438K
Ritholtz Wealth Management 0.01% Add +26.8% 4,900 $438K
Blue Fin Capital, Inc. 0.07% Reduce -2.8% 4,899 $438K
Gradient Capital Advisors, LLC 0.13% No change 4,885 $437K
Bison Wealth, LLC 0.03% Add +15.4% 4,905 $436K
Delta Investment Management, LLC 0.08% No change 4,873 $436K
Landmark Wealth Management, LLC 0.18% Reduce -11.6% 4,851 $434K
Evolution Wealth Advisors, LLC 0.06% Add +13.4% 4,840 $433K
Advisors Capital Management, LLC 0.01% Add +31.6% 4,817 $431K
Castle Wealth Management LLC 0.16% Reduce -10.3% 4,816 $431K
Financial Management Professionals, Inc. 0.05% Add +5421.8% 4,804 $429K
Bridges Investment Management Inc. 0.01% Reduce -4.0% 4,772 $427K
Blue Barn Wealth, LLC 0.20% Reduce -6.4% 4,726 $422K
HM Payson & Co. 0.01% Reduce -10.3% 4,709 $421K
Capital Advisory Group Advisory Services, LLC 0.15% Add +14.7% 4,695 $420K
MKT Advisors LLC 0.17% Add +3.0% 4,696 $419K
Councilmark Asset Management, LLC 0.26% No change 4,680 $418K
Trace Wealth Advisors, LLC 0.34% No change 4,665 $417K
Fortitude Family Office, LLC 0.14% No change 4,654 $416K
Dakota Wealth Management 0.01% No change 4,644 $415K
Meridian Financial Advisors, LLC 0.27% Add +0.4% 4,632 $414K
WP Advisors, LLC 0.11% Add +1.8% 4,620 $413K
OMNI 360 Wealth, Inc. 0.26% Reduce -1.3% 4,605 $412K
Northside Capital Management, LLC 0.03% Reduce -0.9% 4,603 $411K
Integris Wealth Management, LLC 0.11% No change 4,575 $409K
Richmond Investment Services, LLC 0.09% New 4,560 $408K
Financial Partners Group, Inc 0.06% Add +0.8% 4,552 $407K
Eldridge Investment Advisors, Inc. 0.08% No change 4,506 $403K
Hillcrest Wealth Advisors - NY, LLC 0.19% No change 4,500 $402K
Pacific Capital Wealth Advisors, Inc. 0.07% Reduce -12.6% 4,512 $400K
Pines Wealth Management, LLC 0.14% Reduce -0.0% 4,453 $399K
Turn8 Private Wealth Inc. 0.29% Add +27.0% 4,444 $397K
Verum Partners LLC 0.09% Add +0.0% 4,430 $396K
Kathmere Capital Management, LLC 0.03% Add +12.5% 4,417 $395K
Up Strategic Wealth Investment Advisors LLC 0.31% No change 4,408 $394K
Axos Invest Inc. 0.30% Reduce -3.2% 4,398 $393K
Interactive Financial Advisors, Inc. 0.19% Add +0.1% 4,395 $393K
Aventura Private Wealth, LLC 0.17% No change 4,387 $392K
Gibson Capital, LLC 0.08% No change 4,357 $389K
Park Place Capital Corp 0.09% Add +0.1% 4,362 $389K
Sovran Advisors, LLC 0.04% Add +1.9% 4,361 $389K
Vance Wealth, LLC 0.13% New 4,350 $389K
Klingenstein Fields & Co. LP 0.02% No change 4,350 $389K
Wealthfront Advisers LLC 0.00% Reduce -1.8% 4,340 $388K
Meridian Investment Counsel Inc. 0.11% No change 4,323 $386K
Baltimore-Washington Financial Advisors, Inc. 0.02% Add +0.1% 4,318 $386K
Nicolet Advisory Services, LLC 0.03% Reduce -5.2% 4,408 $385K
Cohen Klingenstein LLC 0.01% No change 4,300 $384K
Canopy Partners, LLC 0.14% No change 4,284 $383K
Searle & Co. 0.11% No change 4,269 $382K
Transcendent Capital Group LLC 0.20% Add +3.7% 4,266 $381K
Timonier Family Office, LTD. 0.14% Add +0.0% 4,266 $381K
New Covenant Trust Company, N.A. 0.34% Reduce -40.0% 4,260 $381K
Meridian Financial Partners LLC 0.18% Reduce -4.5% 4,255 $380K
SMH Capital Advisors Inc. 0.86% Add +0.4% 4,250 $380K
Van Hulzen Asset Management, LLC 0.03% New 4,245 $379K
Baldwin Investment Management, LLC 0.05% No change 4,225 $378K
Plum Street Advisors, LLC 0.17% No change 4,213 $377K
Financial Alternatives, Inc 0.24% No change 4,200 $375K
Fortis Capital Management LLC 0.06% New 4,182 $374K
Insight Advisors, LLC/ PA 0.06% Reduce -1.2% 4,173 $373K
Keystone Financial Group 0.03% Add +67.1% 4,301 $371K
Strategic Blueprint, LLC 0.02% Reduce -12.5% 4,151 $371K
Financial Insights, Inc. 0.14% Reduce -12.7% 4,144 $370K
Elwood & Goetz Wealth Advisory Group, LLC 0.08% Reduce -3.1% 4,134 $370K
Vertex Planning Partners, LLC 0.08% Add +1.4% 4,128 $369K
Horizon Investment Services, LLC 0.16% No change 4,122 $368K
Abound Wealth Management 0.10% Add +16.1% 4,115 $368K
M Wealth Management, LLC 0.34% No change 4,111 $367K
American Investment Services, Inc. 0.09% Reduce -7.7% 4,110 $367K
GWN Securities Inc. 0.07% Reduce -92.1% 4,108 $367K
Acorn Wealth Advisors, LLC 0.14% Reduce -1.3% 4,075 $364K
Wealthstream Advisors, Inc. 0.06% No change 4,068 $364K
GAMMA Investing LLC 0.02% No change 4,065 $363K
TRUE Private Wealth Advisors 0.04% Add +0.4% 4,037 $361K
Family Manage LLC 0.05% No change 4,030 $360K
S.A. Mason LLC 0.17% No change 4,024 $360K
Concord Asset Management, LLC 0.05% New 4,020 $359K
Concord Wealth Partners 0.05% Add +1.8% 4,020 $359K
Plimoth Trust Co. LLC 0.09% New 4,016 $359K
Atalanta Sosnoff Capital, LLC 0.01% Reduce -5.3% 4,015 $359K
CPA Asset Management Group, LLC 0.15% No change 4,002 $358K
Shelton Capital Management 0.01% Reduce -7.5% 4,002 $358K
Godshalk Welsh Capital Management, Inc. 0.22% No change 4,000 $358K
Carrera Capital Advisors 0.07% Add +1.5% 3,988 $356K
Sendero Wealth Management, LLC 0.04% No change 3,988 $356K
Arkos Global Advisors 0.05% No change 3,988 $356K
SIH Partners, LLLP 0.03% New 3,975 $355K
TFB Advisors LLC 0.09% Add +10.1% 3,974 $355K
Sound Income Strategies, LLC 0.02% Add +361.3% 3,972 $355K
JPL Wealth Management, LLC 0.10% No change 3,965 $354K
KCM Investment Advisors LLC 0.01% Add +12.8% 3,965 $354K
Foster Victor Wealth Advisors, LLC 0.02% Reduce -1.6% 3,938 $354K
Copley Financial Group, Inc. 0.26% Reduce -8.3% 3,957 $354K
Sageworth Trust Co 0.02% No change 3,949 $353K
Valley Financial Group, Inc. 0.21% No change 3,946 $353K
Comprehensive Money Management Services LLC 0.27% No change 3,937 $352K
Cozad Asset Management Inc. 0.03% Add +0.4% 3,936 $352K
Asset Allocation & Management Company, LLC 0.16% Reduce -86.4% 3,930 $351K
Kaydan Wealth Management, Inc. 0.11% New 3,926 $351K
Ipswich Investment Management Co., Inc. 0.08% No change 3,925 $351K
Victory Capital Management Inc. 0.00% Reduce -18.3% 3,908 $349K
Financial Management Network Inc. 0.06% New 3,877 $347K
Ahl Investment Management, Inc. 0.23% No change 3,869 $346K
Silver Oak Securities, Incorporated 0.03% New 3,863 $345K
REDW Wealth LLC 0.14% No change 3,852 $344K
Bull Street Advisors, LLC 0.17% No change 3,853 $344K
Rothschild Wealth LLC 0.08% Reduce -2.0% 3,810 $341K
Trellis Wealth Advisors LLC 0.15% No change 3,800 $340K
Institute for Wealth Management, LLC. 0.04% Add +10.2% 3,773 $337K
DHK Financial Advisors, Inc. 0.19% Reduce -89.4% 3,764 $336K
Trivant Custom Portfolio Group, LLC 0.19% Add +11.1% 3,756 $336K
Evernest Financial Advisors, LLC 0.11% No change 3,756 $336K
Pension & Wealth Management Advisors, Inc. 0.11% Add +3.2% 3,752 $335K
Kohmann Bosshard Financial Services, LLC 0.04% No change 3,736 $334K
Argentarii, LLC 0.15% Reduce -25.1% 3,721 $333K
Cortland Associates Inc. 0.04% Add +0.3% 3,687 $330K
RTD Financial Advisors, Inc. 0.04% Reduce -5.2% 3,683 $329K
Next Level Private LLC 0.11% Add +0.3% 3,682 $329K
Signal Advisors Wealth, LLC 0.03% New 3,675 $329K
Claro Advisors Inc. 0.05% Reduce -1.8% 3,669 $328K
Group One Trading LLC 0.01% Reduce -92.7% 3,654 $327K
Sentinel Wealth Management, Inc. 0.31% — 3,650 $326K
Sharkey, Howes & Javer 0.04% Reduce -90.5% 3,644 $326K
Vermillion Wealth Management, Inc. 0.15% Add +1.4% 3,626 $324K
Vestor Capital, LLC 0.02% Reduce -98.1% 4,600 $324K
Fiduciary Group, LLC 0.03% Reduce -6.8% 3,621 $324K
Premier Path Wealth Partners, LLC 0.04% New 3,604 $322K
MMBG Investment Advisors Co. 0.03% No change 3,600 $322K
Uptown Financial Advisors LLC 0.30% No change 3,599 $322K
Monetary Management Group Inc. 0.08% No change 3,595 $321K
Net Worth Advisory Group 0.07% New 3,595 $321K
Signature Estate & Investment Advisors LLC 0.01% Add +29.5% 3,585 $320K
Cornerstone Wealth Advisors, Inc. 0.08% Reduce -0.6% 3,560 $318K
Steigerwald, Gordon & Koch Inc. 0.03% Add +19.7% 3,555 $318K
Elser Financial Planning, Inc 0.40% Add +5.8% 3,554 $318K
Global View Capital Management LLC 0.10% Add +14.1% 3,548 $317K
Golden Road Advisors LLC 0.21% New 3,542 $317K
First National Bank & Trust Co. of Newtown 0.06% No change 3,542 $317K
Colony Family Offices, LLC 0.08% Add +83.7% 3,533 $316K
Investor's Fiduciary Advisor Network, LLC 0.12% Add +15.3% 3,534 $315K
Joseph Group Capital Management 0.11% Reduce -4.5% 3,523 $315K
Phocas Financial Corp. 0.05% No change 3,520 $315K
Three Bridge Wealth Advisors, LLC 0.08% Reduce -41.4% 3,513 $314K
Lakeridge Wealth Management LLC 0.14% Reduce -9.7% 3,512 $314K
F&V Capital Management, LLC 0.08% No change 3,500 $313K
Cove Private Wealth, LLC 0.11% New 3,492 $312K
Alpha Financial Advisors, LLC 0.12% Add +1.5% 3,487 $312K
Philip James Wealth Mangement, LLC 0.04% Add +1.8% 3,472 $310K
Alta Wealth Advisors LLC 0.15% New 3,471 $310K
Capital Management Associates, Inc 0.10% Reduce -55.2% 3,464 $310K
Financial Perspectives, Inc 0.09% Add +14.0% 3,461 $309K
Ami Investment Management Inc. 0.08% Reduce -6.5% 3,460 $309K
Morling Financial Advisors, LLC 0.10% Reduce -6.7% 3,443 $308K
Summit Wealth Group LLC / Co. 0.08% — 3,435 $307K
M.E. Allison & Co., Inc. 0.25% Add +1.9% 3,427 $306K
Chilton Investment Co. Inc. 0.01% Add +3.9% 3,410 $305K
McClarren Financial Advisors, Inc. 0.20% Add +20.9% 3,407 $305K
Keystone Global Partners, LLC 0.17% Reduce -8.8% 3,403 $304K
Accel Wealth Management 0.10% Add +8.7% 3,397 $304K
Holderness Investments Co. 0.06% No change 3,373 $302K
Hanson & Doremus Investment Management 0.04% No change 3,360 $300K
Motive Wealth Advisors 0.14% No change 3,343 $299K
Jacobi Capital Management LLC 0.02% Reduce -0.6% 3,339 $298K
Lutz Financial Services LLC 0.02% No change 3,338 $298K
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 0.05% No change 3,325 $297K
Blue Chip Partners, LLC 0.02% Add +7.0% 3,315 $296K
W.G. Shaheen & Associates DBA Whitney & Co 0.03% No change 3,300 $295K
Bigelow Investment Advisors, LLC 0.13% No change 3,279 $293K
HHM Wealth Advisors, LLC 0.03% Add +8.7% 3,277 $293K
Rogco, LP 0.11% No change 3,277 $293K
Westwood Holdings Group Inc. 0.00% Reduce -2.2% 3,270 $292K
TCP Asset Management, LLC 0.06% New 3,266 $292K
Balanced Wealth Group LLC 0.13% Reduce -57.8% 3,330 $291K
Plancorp, LLC 0.01% Reduce -1.6% 3,247 $290K
BankPlus Trust Department 0.09% Reduce -13.3% 3,244 $290K
Riversedge Advisors, LLC 0.06% Reduce -5.3% 3,225 $288K
Melfa Wealth Management, Inc. 0.18% No change 3,225 $288K
Earned Wealth Advisors, LLC 0.06% Reduce -3.6% 3,224 $288K
Watershed Private Wealth LLC 0.10% Reduce -5.9% 3,223 $288K
West Paces Advisors Inc. 0.06% Add +13.5% 3,222 $288K
Allium Financial Advisors, LLC 0.25% Reduce -73.8% 3,214 $287K
SFG Wealth Management, LLC. 0.17% Add +0.1% 3,208 $287K
Grey Ledge Advisors, LLC 0.07% Add +1.2% 3,206 $287K
Client 1ST Advisory Group, LLC 0.10% No change 3,196 $286K
Bearing Point Capital, LLC 0.05% Reduce -11.3% 3,195 $286K
Semitam Bonam LLC 0.27% — 3,191 $285K
First Trust Advisors LP 0.00% Add +13.4% 3,190 $285K
TPG Advisors LLC 0.21% No change 3,185 $285K
Tsfg, LLC 0.05% Add +0.1% 3,176 $284K
Boreal Capital Management LLC 0.27% — 3,175 $284K
Greenwood Capital Associates LLC 0.04% No change 3,175 $284K
Occidental Asset Management, LLC 0.04% Reduce -0.4% 3,168 $283K
Avion Wealth 0.06% Add +0.2% 3,166 $283K
Cooksen Wealth, LLC 0.23% No change 3,165 $283K
Harding Loevner LP 0.00% Reduce -83.0% 3,158 $282K
PACK Private Wealth, LLC 0.15% No change 3,149 $281K
Means Investment Co., Inc. 0.03% No change 3,121 $279K
Sard Wealth Management Group, LLC 0.17% Add +1.8% 3,119 $279K
Quadrant Private Wealth Management, LLC 0.06% Add +2.4% 3,108 $278K
EPG Wealth Management LLC 0.08% Add +0.8% 3,102 $277K
Medallion Wealth Advisors, LLC 0.11% Reduce -0.9% 3,103 $277K
Summit Wealth Partners, LLC 0.05% No change 3,097 $277K
Creative Capital Management Investments LLC 0.10% No change 3,095 $277K
Augustine Asset Management Inc. 0.07% Reduce -12.3% 3,073 $275K
J.P. Marvel Investment Advisors, LLC 0.04% No change 3,069 $274K
Yoffe Investment Management, LLC 0.38% No change 3,068 $274K
FC Advisory LLC 0.08% Add +0.6% 3,048 $272K
Sargent Investment Group, LLC 0.04% No change 3,045 $271K
Twin Focus Capital Partners, LLC 0.04% New 3,031 $271K
Townsquare Capital LLC 0.03% Reduce -95.0% 3,006 $269K
Northwest Financial Advisors 0.37% Reduce -5.7% 3,003 $268K
Octavia Wealth Advisors, LLC 0.03% Reduce -3.3% 3,001 $268K
Centurion Wealth Management LLC 0.08% No change 2,999 $268K
Aufman Associates Inc 0.16% New 2,984 $267K
Avant Financial Advisors LLC 0.22% Reduce -5.6% 2,965 $265K
BBR Partners, LLC 0.02% New 2,964 $265K
Rodgers & Associates, LTD 0.03% Add +13.2% 2,961 $265K
Angeles Wealth Management, LLC 0.02% Add +2.1% 2,957 $264K
Cardinal Point Capital Management ULC 0.02% New 2,945 $263K
First National Advisers, LLC 0.04% No change 2,941 $263K
Rockbridge Investment Management, LCC 0.03% New 2,933 $262K
Destiny Wealth Partners, LLC 0.03% New 2,903 $259K
Windward Private Wealth Management Inc. 0.09% Reduce -4.3% 2,902 $259K
Willner & Heller, LLC 0.22% Add +1.8% 2,898 $259K
Pasadena Private Wealth, LLC 0.04% No change 2,876 $257K
Armor Investment Advisors, LLC 0.10% Reduce -0.4% 2,870 $257K
Childress Capital Advisors, LLC 0.06% No change 2,867 $256K
Financial Life Advisors 0.09% Reduce -1.0% 2,844 $254K
Moser Wealth Advisors, LLC 0.12% No change 2,830 $253K
Marquette Associates, Inc. 0.25% Reduce -8.4% 2,816 $252K
Main Street Group, LTD 0.09% Add +11.3% 2,816 $252K
Trivium Point Advisory, LLC 0.03% No change 2,815 $252K
Omnia Family Wealth, LLC 0.09% No change 2,814 $252K
Icon Wealth Advisors, LLC 0.02% Add +77.0% 2,809 $251K
Cottage Street Advisors LLC 0.13% New 2,800 $250K
Tribridge Partners Financial LLC 0.15% — 2,797 $250K
Northwest Bancshares, Inc. 0.04% Reduce -3.2% 2,790 $249K
First Financial Corp. 0.11% Reduce -1.3% 2,782 $249K
Archford Capital Strategies, LLC 0.03% Reduce -19.2% 2,778 $248K
Uptick Partners, LLC 0.07% Add +9.0% 2,769 $247K
Bill Few Associates, Inc. 0.07% Reduce -1.0% 2,765 $247K
Winthrop Capital Management, LLC 0.06% No change 2,759 $247K
Trans-Canada Capital Inc. 0.02% Reduce -2.0% 2,760 $247K
Invesco Ltd. 0.00% Reduce -89.0% 2,745 $245K
Cooper Financial Group 0.03% New 2,743 $245K
Sensible Money, LLC 0.09% Add +1.0% 2,730 $244K
Guyasuta Investment Advisors Inc. 0.01% No change 2,725 $244K
Willow Creek Wealth Management Inc. 0.02% No change 2,722 $243K
Cedar Point Capital Partners, LLC 0.17% New 2,719 $243K
Mayfair Advisory Group, LLC 0.11% New 2,688 $243K
Intellectus Partners, LLC 0.05% Add +0.3% 2,717 $243K
Armstrong Advisory Group, Inc. 0.02% Add +217.3% 2,716 $243K
Transatlantique Private Wealth LLC 0.09% No change 2,715 $243K
Bank of Stockton 0.07% No change 2,700 $241K
Galvin, Gaustad & Stein, LLC 0.02% No change 2,692 $241K
Folger Nolan Fleming Douglas Capital Management, Inc. 0.03% No change 2,690 $240K
Clearstead Trust, LLC 0.05% Add +8.2% 2,680 $240K
Elk River Wealth Management LLC 0.04% No change 2,675 $239K
Marex Group Ltd 0.00% New 2,675 $239K
Capital Investment Advisory Services, LLC 0.02% Add +9.6% 2,672 $239K
Gerber, LLC 0.17% No change 2,666 $238K
Wetzel Investment Advisors, Inc. 0.11% Reduce -51.4% 2,655 $237K
Private Management Group Inc. 0.01% No change 2,655 $237K
Von Berge Wealth Management Group, LLC 0.13% No change 2,652 $237K
Everhart Financial Group, Inc. 0.03% Add +2.6% 2,649 $237K
ShoreHaven Wealth Partners, LLC 0.10% Reduce -31.0% 2,641 $236K
Zeit Capital LLC 0.17% No change 2,620 $234K
GFG Capital, LLC 0.07% Reduce -24.1% 2,617 $234K
Richards, Merrill & Peterson, Inc. 0.11% Reduce -0.8% 2,616 $234K
Lake Street Private Wealth, LLC 0.03% New 2,611 $233K
Fonville Wealth Management LLC 0.06% Add +1.6% 2,611 $233K
IAM Advisory, LLC 0.06% Add +1.8% 2,609 $233K
Adell Harriman & Carpenter Inc. 0.02% Reduce -42.5% 2,600 $232K
Advus Financial Partners, LLC 0.06% Add +1.4% 2,600 $232K
Element Wealth, LLC 0.11% Reduce -2.1% 2,593 $232K
Austin Private Wealth, LLC 0.02% New 2,593 $232K
Cranbrook Wealth Management, LLC 0.05% Reduce -4.0% 2,589 $231K
Marathon Strategic Advisors, LLC 0.21% No change 2,583 $231K
Successful Portfolios LLC 0.14% No change 2,581 $231K
Rathbones Group PLC 0.00% No change 2,580 $231K
First National Bank Sioux Falls 0.08% No change 2,574 $230K
Schnieders Capital Management LLC 0.04% No change 2,568 $230K
Gibbs Wealth Management 0.04% New 2,560 $229K
Planned Solutions, Inc. 0.09% No change 2,554 $228K
Total Wealth Planning, LLC 0.03% Add +0.1% 2,552 $228K
L.K. Benson & Company, P.C. 0.14% No change 2,542 $227K
Pennsylvania Capital Management Inc. 0.07% New 2,542 $227K
CRA Financial Services, LLC 0.03% Add +0.5% 2,527 $226K
AlphaStar Capital Management, LLC 0.02% New 2,512 $225K
Evensky & Katz LLC 0.01% Add +1.7% 2,491 $223K
Birchbrook, Inc. 0.12% No change 2,489 $222K
White Lighthouse Investment Management Inc. 0.04% New 2,485 $222K
Wellspring Financial Advisors, LLC 0.02% New 2,481 $222K
William Mack & Associates, Inc. 0.14% Add +0.2% 2,478 $222K
Brown, Lisle/Cummings, Inc. 0.06% No change 2,474 $221K
XY Planning Network, Inc. 0.07% New 2,464 $220K
Wealthcare Capital Management LLC 0.02% Reduce -13.4% 2,458 $220K
Sachetta, LLC 0.09% No change 2,451 $219K
Moss Adams Wealth Advisors LLC 0.02% Reduce -15.3% 2,450 $219K
IRON Financial LLC 0.12% Reduce -4.0% 2,443 $218K
Opulen Financial Group LLC 0.18% New 2,442 $218K
Knights of Columbus Asset Advisors LLC 0.01% Reduce -1.6% 2,440 $218K
jvl associates llc 0.08% New 2,439 $218K
Moneco Advisors, LLC 0.02% New 2,439 $218K
Obsidian Cio, LLC 0.03% New 2,429 $217K
BKM Wealth Management, LLC 0.08% New 2,425 $217K
Widmann Financial Services, Inc. 0.15% Reduce -10.0% 2,421 $216K
Parthenon LLC 0.02% New 2,413 $216K
Canvas Wealth Advisors, LLC 0.04% New 2,415 $216K
Cooper/Haims Advisors, LLC 0.11% New 2,411 $215K
Summit Investment Advisory Services, LLC 0.09% New 2,408 $215K
QTR Family Wealth, LLC 0.13% New 2,407 $215K
SOL Capital Management CO 0.02% New 2,400 $215K
Nikulski Financial, Inc. 0.06% New 2,405 $215K
Red Lighthouse Investment Management, LLC 0.08% No change 2,400 $215K
Lafayette Investments, Inc. 0.04% New 2,391 $214K
Trexquant Investment LP 0.00% New 2,383 $213K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.03% Reduce -7.3% 2,379 $213K
Keebeck Wealth Management 0.03% New 2,377 $212K
Capital Advisors Inc. 0.00% New 2,375 $212K
Clark Estates Inc. 0.05% New 2,370 $212K
MontVue Capital Management, Inc. 0.15% New 2,364 $211K
Delos Wealth Advisors, LLC 0.16% New 2,355 $211K
Old Mission Investment Co LLC 0.06% New 2,352 $210K
Fort Sheridan Advisors LLC 0.03% New 2,352 $210K
Westside Investment Management, Inc. 0.04% Add +0.1% 2,344 $210K
One Degree Advisors Inc 0.07% New 2,341 $209K
American Trust 0.02% Reduce -93.3% 2,336 $209K
International Assets Investment Management, LLC 0.02% Reduce -57.4% 2,333 $209K
Fulcrum Capital LLC 0.04% New 2,305 $206K
PDS Planning, Inc 0.02% Reduce -6.5% 2,299 $205K
Kera Capital Partners, Inc. 0.04% New 2,288 $205K
Wilkins Miller Wealth Management, LLC 0.14% New 2,282 $204K
Capital Asset Advisory Services LLC 0.01% New 2,281 $204K
NCM Capital Management, LLC 0.08% New 2,276 $203K
M. Kulyk & Associates, LLC 0.04% New 2,275 $203K
Perkins Coie Trust Co 0.03% No change 2,271 $203K
Apollon Financial, LLC 0.04% New 2,270 $203K
Clarius Group, LLC 0.01% New 2,248 $201K
Seneca Financial Advisors LLC 0.08% New 2,239 $200K
Centennial Bank 0.08% Add +82.2% 2,225 $199K
Berkshire Money Management, Inc. 0.02% New 2,221 $199K
Mowery & Schoenfeld Wealth Management, LLC 0.32% No change 2,220 $198K
Resources Management Corp. /CT/ 0.03% Reduce -1.3% 2,205 $197K
North Capital, Inc. 0.17% Reduce -1.4% 2,163 $193K
Raffa Wealth Management, LLC 0.04% Add +0.5% 2,160 $193K
CVA Family Office, LLC 0.03% Add +27.8% 2,123 $190K
Creative Financial Designs Inc. 0.01% Add +31.3% 2,108 $188K
Talon Private Wealth, LLC 0.03% Reduce -40.8% 2,043 $183K
Kozak & Associates, Inc. 0.04% Add +1.4% 2,012 $181K
Colonial Trust Advisors 0.01% Reduce -3.6% 2,019 $180K
Founders Financial Alliance, LLC 0.04% Reduce -22.8% 2,016 $180K
Brooklyn Investment Group 0.02% New 1,970 $176K
HighMark Wealth Management LLC 0.08% Reduce -41.2% 1,939 $173K
Cherry Tree Wealth Management, LLC 0.04% Reduce -1.3% 1,820 $163K
Alerus Financial NA 0.01% New 1,810 $162K
WealthCollab, LLC 0.09% No change 1,744 $156K
Maryland Capital Advisors Inc. 0.06% No change 1,744 $156K
Weaver Capital Management LLC 0.04% No change 1,731 $155K
NWK Group, Inc. 0.05% Reduce -4.3% 1,686 $151K
City State Bank 0.05% Reduce -2.9% 1,670 $149K
PrairieView Partners, LLC 0.01% No change 1,627 $145K
MorganRosel Wealth Management, LLC 0.04% Reduce -56.0% 1,558 $139K
Archer Investment Corp 0.03% Reduce -4.6% 1,524 $136K
Front Row Advisors LLC 0.05% No change 1,520 $136K
Glassman Wealth Services 0.02% Add +0.1% 1,469 $131K
SIMA Wealth Partners, LLC 0.10% No change 1,444 $129K
TD Capital Management LLC 0.01% Add +0.5% 1,443 $129K
DecisionPoint Financial, LLC 0.03% No change 1,444 $129K
Main Management LLC 0.01% Reduce -6.2% 1,404 $126K
GPS Wealth Strategies Group, LLC 0.01% Add +2.2% 1,405 $126K
Northwest Capital Management Inc 0.07% Reduce -19.6% 1,390 $124K
Union Savings Bank 0.06% No change 1,407 $123K
Volterra Technologies LP 0.16% — 1,329 $119K
Manchester Capital Management LLC 0.02% Reduce -95.1% 1,313 $117K
Barrett & Company, Inc. 0.04% No change 1,298 $116K
S&T Bank 0.04% Reduce -30.6% 1,298 $116K
Inlight Wealth Management, LLC 0.06% No change 1,261 $113K
Cornerstone National Bank & Trust Co 0.05% No change 1,186 $106K
Kings Path Partners LLC 0.04% No change 1,175 $105K
Albion Financial Group 0.01% Add +5.8% 1,171 $105K
Rosenberg Matthew Hamilton 0.02% Reduce -36.6% 1,152 $103K
Tidemark, LLC 0.03% No change 1,148 $103K
Coston, McIsaac & Partners 0.03% No change 1,106 $98K
IAG Wealth Partners, LLC 0.01% No change 1,094 $98K
Exchange Traded Concepts, LLC 0.00% New 1,083 $97K
Avalon Trust Co 0.01% No change 1,069 $96K
Millstone Evans Group, LLC 0.06% Add +19.1% 1,060 $95K
Annis Gardner Whiting Capital Advisors, LLC 0.03% Add +945.0% 1,045 $93K
N.E.W. Advisory Services LLC 0.01% No change 1,041 $93K
Hopwood Financial Services, Inc. 0.07% No change 1,035 $93K
DHJJ Financial Advisors, Ltd. 0.03% Reduce -13.5% 1,032 $92K
Olistico Wealth, LLC 0.05% No change 1,023 $91K
Hamilton Point Investment Advisors, LLC 0.01% No change 1,022 $91K
Cetera Trust Company, N.A 0.05% No change 1,000 $89K
Rice Partnership, LLC 0.02% Add +36.6% 997 $89K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.01% Add +30.6% 965 $86K
Bay Harbor Wealth Management, LLC 0.02% No change 952 $85K
Nalls Sherbakoff Group, LLC 0.06% No change 950 $85K
Granite Investment Partners, LLC 0.00% No change 950 $85K
Kiker Wealth Management, LLC 0.05% Add +160.2% 942 $84K
Breakwater Investment Management 0.03% No change 929 $83K
Accredited Wealth Management, LLC 0.07% Add +558.0% 908 $81K
Midwest Capital Advisors, LLC 0.04% No change 886 $79K
Harel Insurance Investments & Financial Services Ltd. 0.00% No change 883 $78K
Ssa Swiss Advisors AG 0.04% Reduce -53.5% 850 $78K
Quaker Wealth Management, LLC 0.02% — 823 $74K
Valued Wealth Advisors LLC 0.04% No change 797 $71K
Bfsg, LLC 0.01% Add +48.3% 765 $68K
Ameriflex Group, Inc. 0.04% No change 758 $67K
Howe & Rusling Inc. 0.01% Add +0.9% 750 $67K
Sittner & Nelson, LLC 0.03% No change 720 $64K
Longview Financial Advisors LLC 0.04% No change 719 $64K
Cary Street Partners Investment Advisory LLC 0.03% Add +14.2% 715 $64K
Guardian Wealth Advisors, LLC / NC 0.00% No change 708 $63K
Caldwell Sutter Capital, Inc. 0.03% No change 706 $63K
Beacon Capital Management, LLC 0.01% Add +9.8% 697 $62K
Capital A Wealth Management, LLC 0.69% New 819 $62K
Dunhill Financial, LLC 0.02% Reduce -0.7% 686 $61K
Curio Wealth, LLC 0.03% Add +22600.0% 681 $61K
Harris Associates (Oakmark Funds) 0.00% Reduce -24.1% 669 $60K
Frazier Financial Advisors, LLC 0.04% No change 661 $59K
Robinswood Financial LLC 0.02% Reduce -2.5% 637 $57K
Consultiva Wealth Management, Corp. 0.17% No change 625 $56K
Kentucky Trust Co 0.03% No change 600 $54K
Kennebec Savings Bank 0.05% No change 590 $53K
Pin Oak Investment Advisors Inc. 0.04% Reduce -10.9% 610 $49K
Roxbury Financial LLC 0.05% Add +0.4% 546 $49K
Twin Peaks Wealth Advisors, LLC 0.02% New 534 $49K
Creekmur Asset Management LLC 0.01% Add +1.1% 536 $48K
Ballast Advisors LLC 0.01% No change 536 $48K
WFA of San Diego, LLC 0.04% — 535 $48K
Parkworth Wealth Management, Inc. 0.03% Add +1.8% 524 $47K
Horizon Investments, LLC 0.00% Reduce -0.2% 510 $46K
MPWM Advisory Solutions, LLC 0.03% Add +1.3% 484 $43K
Ascentis Wealth Management, LLC 0.01% No change 485 $43K
Murphy & Mullick Capital Management Corp 0.03% No change 475 $42K
Financial Freedom, LLC 0.02% Add +1.8% 465 $42K
Park Square Financial Group, LLC 0.03% No change 456 $41K
Hoese & Co LLP 0.03% No change 450 $40K
Fairscale Capital, LLC 0.03% No change 454 $40K
Angeles Investment Advisors, LLC 0.00% New 432 $39K
Smallwood Wealth Investment Management, LLC 0.02% No change 419 $37K
Pacifica Partners Inc. 0.01% No change 412 $37K
Balentine LLC 0.00% Reduce -42.1% 411 $37K
Ramirez Asset Management, Inc. 0.01% Reduce -20.0% 400 $36K
Bogart Wealth, LLC 0.00% Reduce -60.4% 400 $36K
Ridgewood Investments LLC 0.02% Reduce -50.1% 399 $36K
AllSquare Wealth Management LLC 0.02% No change 395 $35K
Transce3nd, LLC 0.01% Add +2.3% 395 $35K
First United Bank & Trust 0.01% Reduce -28.3% 380 $34K
Addison Advisors LLC 0.01% Add +56.6% 379 $34K
SYM FINANCIAL Corp 0.00% Reduce -18.3% 334 $30K
Tower Research Capital LLC (TRC) 0.00% Add +962.1% 308 $28K
Foster Dykema Cabot & Partners, LLC 0.00% No change 300 $27K
Tacita Capital Inc 0.02% No change 300 $27K
Atlas Capital Advisors Inc. 0.00% No change 299 $27K
Greykasell Wealth Strategies, Inc. 0.01% No change 276 $25K
Pineridge Advisors LLC 0.01% New 275 $25K
FSA Wealth Management LLC 0.01% No change 263 $24K
VSM Wealth Advisory, LLC 0.01% No change 263 $24K
Windsor Advisory Group, LLC 0.03% Reduce -78.9% 263 $23K
Granite FO LLC 0.01% No change 252 $23K
Bollard Group LLC 0.00% Add +2.1% 242 $22K
Insight Inv LLC 0.01% No change 230 $21K
Winch Advisory Services, LLC 0.01% No change 228 $20K
Pflug Koory, LLC 0.01% No change 226 $20K
Gleason Group, Inc. 0.00% Add +1.9% 220 $20K
one8zero8, LLC 0.00% Reduce -94.4% 209 $19K
Minot DeBlois Advisors LLC 0.02% No change 205 $18K
CoreFirst Bank & Trust 0.01% New 199 $18K
Cheviot Value Management, LLC 0.00% Add +2.6% 195 $18K
IMG Wealth Management, Inc. 0.01% New 190 $17K
GoalVest Advisory LLC 0.00% No change 188 $17K
C M Bidwell & Associates Ltd. 0.01% No change 182 $16K
CKW Financial Group 0.00% Add +1.7% 181 $16K
Burkett Financial Services, LLC 0.01% Add +1.7% 175 $16K
Field & Main Bank 0.01% No change 174 $16K
Fortis Group Advisors, LLC 0.00% No change 173 $15K
Integrity Financial Corp 0.01% No change 170 $15K
Quest 10 Wealth Builders, Inc. 0.01% Reduce -1.8% 162 $14K
Hazlett, Burt & Watson, Inc. 0.01% No change 155 $14K
Maseco LLP 0.00% — 147 $13K
1620 Investment Advisors, Inc. 0.01% No change 147 $13K
Princeton Global Asset Management LLC 0.00% Add +45.0% 145 $13K
Bank & Trust Co 0.01% No change 135 $12K
Hughes Financial Services, LLC 0.00% No change 129 $11K
Highline Wealth Partners LLC 0.00% No change 127 $11K
Sawyer & Company, Inc 0.00% No change 109 $11K
West Financial Advisors, LLC 0.00% No change 126 $11K
Register Financial Advisors LLC 0.00% New 120 $11K
Cape Investment Advisory, Inc. 0.00% No change 117 $10K
Jackson, Grant Investment Advisers, Inc. 0.00% Add +1.8% 115 $10K
Migdal Insurance & Financial Holdings Ltd. 0.00% New 112 $10K
BTG Pactual Asset Management US LLC 0.00% New 110 $10K
FWL Investment Management, LLC 0.00% No change 100 $9K
Graney & King, LLC 0.01% No change 99 $9K
GeoWealth Management, LLC 0.00% Add +8.8% 99 $9K
Signature Resources Capital Management, LLC 0.01% No change 97 $9K
Horrell Capital Management, Inc. 0.00% No change 95 $8K
Hara Capital LLC 0.01% No change 91 $8K
Pacific Center for Financial Services 0.00% No change 89 $8K
MJT & Associates Financial Advisory Group, Inc. 0.01% No change 89 $8K
Atwood & Palmer Inc. 0.00% No change 84 $8K
Lowe Wealth Advisors, LLC 0.00% No change 77 $7K
Louisbourg Investments Inc. 0.00% No change 75 $7K
POM Investment Strategies, LLC 0.00% No change 70 $6K
Provident Wealth Management, LLC 0.00% Reduce -1.4% 70 $6K
Thompson Investment Management, Inc. 0.00% No change 62 $6K
Family Legacy Financial Solutions, LLC 0.00% — 60 $5K
Kilter Group LLC 0.00% New 54 $5K
Tucker Asset Management LLC 0.00% Reduce -77.5% 45 $4K
Comprehensive Financial Planning, Inc. 0.00% Add +2.3% 44 $4K
Providence Capital Advisors, LLC 0.00% New 43 $4K
Allianz Asset Management GmbH 0.00% Reduce -18.6% 35 $3K
PMV Capital Advisers, LLC 0.01% New 25 $2K
Orion Capital Management LLC 0.00% New 24 $2K
ORG Partners LLC 0.00% Reduce -97.4% 22 $2K
Nova Wealth Management, Inc. 0.00% New 19 $2K
Fourth Dimension Wealth, LLC 0.00% No change 17 $2K
Rakuten Securities, Inc. 0.00% Add +66.7% 10 $894
REAP Financial Group, LLC 0.00% No change 4 $358
1 North Wealth Services LLC 0.00% Reduce -50.0% 1 $111
Transamerica Financial Advisors, LLC 0.00% No change 2 $98
Bear Mountain Capital, Inc. 0.00% Reduce -99.8% 1 $88

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