iShares MSCI Eafe ETFEFAETF

13F holders, Q3 2025 (September 30)
2,047holders +19
107new positions
78sold out
8famous investors
$93.33avg. 13F price*

At the end of Q3 2025, 2,047 institutions reported holding iShares MSCI Eafe ETF (EFA) in their 13F filings, up 19 from Q2 2025. 107 opened new positions and 78 sold out. The largest holders were BlackRock, Inc. ($8.5B), Bank of America Corp. ($3.6B) and Goldman Sachs Group Inc. ($2.8B). 8 famous investors held it, including Ken Griffin (0.2% of Citadel Advisors's portfolio), Leon Cooperman (0.2% of Omega Advisors (Leon Cooperman)'s portfolio) and Mario Gabelli (0.0% of GAMCO Investors's portfolio).

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

History

Number of 13F holders

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

Total Exit/New Position Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions107$222.3M
Exits78$590.5M

All 13F filers, Q2 2025 → Q3 2025: 35,596,285 shares bought and 36,708,266 shares sold, net −1,111,981 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 2,047 holders

BlackRock, Inc. 0.15% Reduce -3.1% 91,444,601 $8.5B
Bank of America Corp. 0.27% Add +5.7% 38,284,016 $3.6B
Goldman Sachs Group Inc. 0.40% Reduce -13.2% 29,656,781 $2.8B
Morgan Stanley 0.15% Add +17.8% 27,372,994 $2.6B
Northern Trust Corp. 0.25% Add +0.9% 21,097,652 $2.0B
JPMorgan Chase & Co. 0.12% Reduce -3.6% 20,476,335 $1.9B
Wells Fargo & Company 0.30% Add +2.4% 15,573,782 $1.5B
Northwestern Mutual Investment Management Company, LLC 18.66% Add +1.6% 13,813,864 $1.3B
UBS Group AG 0.22% Add +0.6% 11,996,867 $1.1B
Royal Bank of Canada 0.18% Add +8.7% 10,855,951 $1.0B
FMR LLC 0.04% Reduce -1.6% 8,886,963 $829.8M
TD Asset Management Inc 0.66% Reduce -4.0% 8,685,507 $811.0M
PNC Financial Services Group, Inc. 0.48% Reduce -2.2% 8,497,206 $793.4M
Bank of New York Mellon Corp 0.13% Reduce -0.9% 7,902,682 $737.9M
US Bancorp \de 0.82% Reduce -0.7% 7,397,900 $690.7M
Envestnet Asset Management Inc. 0.17% Add +0.1% 6,423,774 $599.8M
AlTi Global, Inc. 13.14% Add +2.4% 6,000,422 $560.3M
LPL Financial LLC 0.15% Add +9.7% 5,518,762 $515.3M
Causeway Capital Management LLC 6.12% Add +70110.5% 4,959,667 $463.1M
Bessemer Group Inc. 0.63% Add +87.0% 4,430,239 $413.7M
Bank of Montreal 0.17% Add +6.9% 4,266,161 $398.3M
Truist Financial Corp. 0.52% Add +17.3% 4,083,475 $381.3M
Jones Financial Companies LLLP 0.23% Add +4.9% 3,669,595 $340.2M
Raymond James Financial Inc. 0.10% Add +1.2% 3,449,419 $322.1M
Ameriprise Financial Inc. 0.07% Add +31.5% 3,382,323 $315.7M
Board of Trustees of The Leland Stanford Junior University 36.73% No change 3,346,434 $312.5M
CIBC Asset Management Inc 0.81% Add +0.2% 2,994,238 $279.6M
Sand Hill Global Advisors, LLC 9.34% Add +1.1% 2,841,288 $265.3M
Mariner, LLC 0.34% Reduce -8.6% 2,784,997 $260.0M
Citadel Advisors 0.20% Add +4158.5% 2,625,693 $245.2M
State Board of Administration of Florida Retirement System 0.41% Add +8.1% 2,530,833 $236.3M
Northwestern Mutual Wealth Management Co. 0.15% Add +2.7% 2,460,708 $229.8M
Hackensack Meridian Health, Inc. 23.41% No change 2,440,932 $227.9M
Prudential Financial Inc. 0.27% Reduce -1.2% 2,398,183 $223.9M
Natixis Advisors, LLC 0.32% Add +68.6% 2,341,777 $218.7M
Bank of Nova Scotia 0.37% Add +7.2% 2,240,841 $209.2M
Badgley Phelps Wealth Managers, LLC 4.30% Reduce -0.5% 2,189,030 $204.4M
Mackenzie Financial Corp. 0.24% Reduce -4.1% 2,146,831 $200.4M
Corient Private Wealth LP 0.31% Reduce -63.0% 2,136,017 $199.4M
Regions Financial Corp. 1.28% Reduce -2.4% 2,098,244 $195.9M
Creative Planning 0.15% Reduce -0.7% 2,071,253 $193.4M
Hirtle & Co., LLC 7.44% Reduce -0.6% 2,014,463 $188.1M
Rockefeller Capital Management L.P. 0.35% Add +7.1% 1,914,666 $178.8M
Cullen/Frost Bankers, Inc. 2.05% Add +2.1% 1,886,333 $176.1M
Cetera Investment Advisers 0.20% Add +78.6% 1,813,045 $169.3M
Comerica Bank 0.63% Reduce -11.1% 1,784,194 $166.6M
Financial Engines Advisors L.L.C. 0.30% Reduce -2.2% 1,680,991 $157.0M
HighTower Advisors, LLC 0.17% Add +8.4% 1,641,240 $153.2M
M&T Bank Corp 0.51% Reduce -18.2% 1,627,985 $152.0M
Cerity Partners LLC 0.24% Reduce -0.6% 1,607,941 $148.9M
Keybank National Association 0.52% Reduce -2.0% 1,593,260 $148.8M
Jane Street Group, LLC 0.17% Reduce -65.7% 1,576,359 $147.2M
Stifel Financial Corp. 0.13% Add +2.6% 1,467,331 $137.0M
Osaic Holdings, Inc. 0.19% Add +61.8% 1,438,410 $133.6M
Bailard, Inc. 2.90% Add +3.0% 1,427,316 $133.3M
Mercer Global Advisors Inc. 0.22% Add +5.2% 1,421,831 $132.8M
Baird Financial Group, Inc. 0.21% Add +5.3% 1,413,093 $131.9M
Arvest Bank Trust Division 6.98% Reduce -2.9% 1,347,655 $125.8M
Captrust Financial Advisors 0.25% Add +0.9% 1,296,376 $121.0M
CIBC Private Wealth Group LLC 0.20% Add +3.8% 1,272,311 $118.8M
BNP Paribas Financial Markets 0.09% Reduce -63.4% 1,247,454 $116.5M
Fifth Third Bancorp 0.36% Add +0.7% 1,210,680 $113.0M
HSBC Holdings PLC 0.07% Reduce -11.8% 1,194,296 $111.4M
Alliancebernstein L.P. 0.03% Add +45.7% 1,152,853 $107.6M
Susquehanna International Group, LLP 0.15% Reduce -67.4% 1,128,875 $105.4M
Wealthspire Advisors, LLC 0.54% Reduce -2.2% 1,111,466 $103.8M
Wealth Enhancement Advisory Services, LLC 0.15% Add +3.4% 1,078,612 $101.9M
WoodTrust Financial Corp 11.78% Add +4.4% 1,058,687 $98.8M
Commonwealth Equity Services, LLC 0.13% Reduce -18.5% 1,050,949 $98.1M
Linscomb Wealth, Inc. 3.99% Reduce -1.0% 992,441 $92.7M
Pathstone Holdings, LLC 0.35% Reduce -19.0% 976,478 $91.2M
Bokf, NA 1.36% Add +0.3% 966,636 $90.3M
Glenmede Investment Management, LP 0.41% Add +0.9% 899,954 $84.0M
Focus Partners Wealth 0.14% Add +38.1% 894,235 $83.6M
Blair William & Co. 0.21% Add +5.2% 854,703 $79.8M
Brown Advisory Inc. 0.10% Add +14.7% 831,939 $77.7M
Barclays PLC 0.03% Reduce -36.2% 828,160 $77.3M
Ensign Peak Advisors, Inc 0.13% No change 820,314 $76.6M
Valmark Advisers, Inc. 0.99% Add +1.6% 819,865 $76.6M
Miller Investment Management, LP 7.67% Reduce -0.3% 817,940 $76.4M
Prosperity Consulting Group, LLC 3.73% Add +3782.3% 809,693 $75.6M
Becker Capital Management Inc. 2.19% Add +5.9% 801,714 $74.9M
Annis Gardner Whiting Capital Advisors, LLC 15.19% Add +75369.1% 788,652 $73.6M
Squarepoint Ops LLC 0.15% Reduce -22.8% 766,372 $71.6M
Wgi Dm, LLC 2.63% New 754,025 $70.4M
Trustmark Bank Trust Department 4.52% Add +4.5% 745,706 $69.6M
Stock Yards Bank & Trust Co. 2.16% Add +3.4% 736,495 $68.8M
Janney Montgomery Scott LLC 0.16% Add +1.1% 724,705 $67.7M
Hancock Whitney Corp. 1.22% Reduce -2.3% 720,941 $67.3M
Franklin Resources Inc. 0.02% Add +1.4% 712,483 $66.5M
AMG National Trust Bank 1.61% Reduce -0.3% 707,619 $66.1M
MML Investors Services, LLC 0.17% Add +0.4% 700,629 $65.4M
Allspring Global Investments Holdings, LLC 0.10% Reduce -10.1% 689,388 $64.9M
Cambridge Investment Research Advisors, Inc. 0.18% Reduce -1.5% 693,353 $64.7M
USA Financial Formulas 11.37% Reduce -8.9% 691,202 $64.5M
Capital International Investors 0.01% Add +169.9% 690,803 $64.2M
Valeo Financial Advisors, LLC 1.39% Add +0.1% 654,515 $61.1M
BIP Wealth, LLC 3.00% Add +0.8% 649,432 $60.6M
Bontempo Ohly Capital Mgmt LLC 26.25% Reduce -0.3% 649,026 $60.6M
NorthCoast Asset Management LLC 0.24% Add +6.2% 648,662 $60.6M
Cresset Asset Management, LLC 0.26% Add +4.4% 640,994 $59.8M
Accredited Investors Inc. 3.24% Reduce -1.3% 621,783 $58.1M
Deutsche Bank AG 0.02% Reduce -3.3% 612,184 $57.2M
Painted Porch Advisors LLC 21.30% Add +1.9% 598,442 $55.9M
SCS Capital Management LLC 0.61% Reduce -0.8% 594,990 $55.6M
First Horizon Corp. 2.61% — 594,590 $55.5M
Confluence Wealth Services, Inc. 2.72% Add +3.5% 590,770 $55.2M
MassMutual Private Wealth & Trust, FSB 1.38% Reduce -2.0% 581,197 $54.3M
Synovus Financial Corp. 0.60% Add +17.4% 564,523 $52.7M
Cibc World Market Inc. 0.11% Add +3.3% 554,432 $51.8M
FineMark National Bank & Trust 1.68% Add +11.8% 549,497 $51.3M
Modera Wealth Management, LLC 0.59% Reduce -2.8% 548,621 $51.2M
TD Private Client Wealth LLC 1.13% Add +13.5% 537,320 $50.2M
Fiducient Advisors LLC 5.79% Reduce -0.8% 530,988 $49.6M
Choreo, LLC 0.65% Add +1.6% 530,480 $49.5M
Sanctuary Advisors, LLC 0.28% Add +7.4% 523,047 $48.8M
Redwood Investment Management, LLC 5.27% Add +11.8% 520,917 $48.6M
Johnson Investment Counsel Inc. 0.40% Add +1.5% 510,353 $47.7M
Fiera Capital Corp 0.15% Add +7.4% 508,927 $47.5M
Savant Capital, LLC 0.28% Add +0.7% 499,540 $46.6M
NewEdge Wealth, LLC 0.67% Add +0.2% 492,597 $46.4M
BTC Capital Management, Inc. 3.19% Add +0.4% 494,921 $46.2M
Wit, LLC 1.04% Reduce -37.3% 491,177 $45.9M
Clearstead Advisors, LLC 0.67% Add +3.6% 491,056 $45.8M
MetLife Investment Management, LLC 0.22% Add +96.4% 489,400 $45.7M
LBMC Investment Advisors, LLC 2.90% Reduce -1.8% 487,157 $45.5M
Modern Wealth Management, LLC 0.90% Reduce -33.3% 487,087 $45.5M
Citizens Financial Group Inc. 0.61% Add +1.2% 480,349 $44.9M
1ST Source Bank 2.36% Add +3.3% 479,734 $44.8M
Ryan Investment Management, Inc. 24.83% Add +20.7% 478,568 $44.7M
Wilmington Savings Fund Society, FSB 1.06% Reduce -53.1% 472,697 $44.1M
Equitable Holdings, Inc. 0.32% Add +3.0% 471,215 $44.0M
Thrivent Financial for Lutherans 0.09% Add +319.6% 469,152 $43.8M
IFG Advisors, LLC 7.11% Reduce -1.7% 466,526 $43.6M
Lepercq De Neuflize Asset Management LLC 25.11% No change 466,000 $43.5M
Nisa Investment Advisors, LLC 0.17% No change 459,150 $42.9M
HT Partners LLC 13.01% Reduce -7.3% 455,707 $42.5M
Country Club Bank 2.51% Add +2.6% 454,776 $42.3M
MainStreet Investment Advisors LLC 5.68% Reduce -5.3% 452,389 $42.2M
Greenleaf Trust 0.37% Reduce -4.8% 434,706 $40.6M
Brass Tax Wealth Management, Inc. 6.62% Add +27.0% 426,171 $39.8M
Atria Investments, Inc 0.45% Add +7.7% 424,296 $39.6M
Aristotle Capital Management, LLC 0.08% Add +48.6% 422,306 $39.4M
Halbert Hargrove Global Advisors, LLC 1.92% Add +6.4% 420,689 $39.3M
Turim 21 Investimentos Ltda. 13.21% Reduce -27.0% 420,344 $39.2M
OMERS ADMINISTRATION Corp 0.28% No change 420,175 $39.2M
Destination Wealth Management 1.07% Reduce -0.7% 416,034 $38.8M
Greenfield FTC, Inc. 7.57% No change 411,273 $38.4M
Ieq Capital, LLC 0.11% Add +4.2% 399,674 $37.3M
Ballentine Partners, LLC 0.52% Reduce -0.0% 398,050 $37.2M
Keel Point, LLC 2.27% Reduce -0.6% 395,348 $36.9M
MAI Capital Management 0.23% Reduce -0.2% 395,250 $36.9M
Composition Wealth, LLC 0.55% Add +24.4% 394,501 $36.8M
Summit Trail Advisors, LLC 0.51% Add +6.4% 392,119 $36.6M
Pinnacle Financial Partners Inc 0.87% Add +0.5% 388,786 $36.3M
DT Investment Partners, LLC 3.06% Reduce -1.6% 386,865 $36.1M
SG Americas Securities, LLC 0.13% Reduce -63.3% 380,013 $35.5M
Moneta Group Investment Advisors LLC 0.28% Add +11.5% 374,771 $35.0M
Paulson Wealth Management Inc. 8.21% Add +0.1% 371,886 $34.7M
Grant Street Asset Management, Inc. 7.32% Add +3.3% 371,222 $34.7M
Commerce Bank 0.19% Add +1.6% 370,262 $34.6M
Principal Financial Group Inc. 0.02% Add +130.7% 362,812 $33.9M
State of Wyoming 3.85% No change 361,337 $33.7M
Mondrian Investment Partners LTD 0.56% — 357,376 $33.4M
Unique Wealth, LLC 4.87% Reduce -0.7% 355,603 $33.2M
D.A. Davidson & Co. 0.21% Reduce -2.5% 353,068 $33.0M
Mesirow Financial Investment Management, Inc. 0.59% Reduce -0.5% 350,287 $32.7M
Beacon Pointe Advisors, LLC 0.28% Add +47.5% 349,198 $32.6M
Castleark Management LLC 0.91% No change 347,580 $32.5M
Strategic Wealth Partners, Ltd. 2.42% Reduce -0.1% 346,707 $32.4M
Citigroup Inc. 0.02% Reduce -59.5% 338,426 $31.6M
Curi Capital, LLC 0.58% Reduce -1.0% 338,025 $31.6M
First Commonwealth Financial Corp 5.18% Reduce -3.4% 330,957 $30.9M
Retirement Systems of Alabama 0.10% Reduce -2.9% 325,864 $30.4M
Concurrent Investment Advisors, LLC 0.52% Add +13.2% 322,677 $30.1M
Brewster Financial Planning LLC 18.90% Add +0.4% 321,842 $30.1M
StoneX Group Inc. 1.31% Reduce -0.5% 320,762 $29.9M
Manufacturers Life Insurance Company, The 0.02% Add +26.3% 317,477 $29.6M
NorthRock Partners, LLC 0.53% Reduce -6.6% 310,830 $29.0M
Tiaa Trust, National Association 0.07% Add +72.2% 309,229 $28.9M
Jasper Ridge Partners, L.P. 0.64% No change 304,801 $28.5M
Stairway Partners, LLC 1.51% Reduce -1.1% 304,735 $28.5M
Harbor Capital Advisors, Inc. 2.20% Add +1349.0% 302,840 $28.3M
Arbor Investment Advisors, LLC 3.58% Reduce -14.1% 302,380 $28.2M
New Harbor Financial Group, LLC 5.67% Add +2.6% 299,813 $28.0M
Lido Advisors, LLC 0.11% Add +35.0% 296,324 $27.7M
Orion Porfolio Solutions, LLC 0.21% Reduce -0.0% 294,585 $27.5M
First Pacific Financial 3.82% Add +0.9% 294,139 $27.5M
Tanglewood Wealth Management, Inc. 2.52% Reduce -0.1% 290,844 $27.2M
Courier Capital LLC 1.55% Add +0.8% 290,485 $27.1M
Verger Capital Management LLC 8.79% Add +3.4% 290,142 $27.1M
Kestra Advisory Services, LLC 0.12% Reduce -5.7% 287,972 $26.9M
Absolute Gestao de Investimentos Ltda. 3.52% New 285,500 $26.7M
Latigo Investments, LLC 13.11% No change 278,590 $26.0M
AQR Capital Management 0.02% Add +21.8% 278,244 $26.0M
Allie Family Office LLC 12.12% Reduce -10.3% 273,761 $25.6M
Pittenger & Anderson Inc. 0.92% Add +7.9% 267,770 $25.0M
Clear Creek Financial Management, LLC 2.16% Reduce -16.9% 266,619 $24.9M
Oppenheimer Asset Management Inc. 0.27% Add +2.4% 266,609 $24.9M
Arrien Investments, Inc. 14.52% Reduce -3.0% 265,834 $24.8M
Verdence Capital Advisors LLC 1.39% Add +16.1% 252,671 $24.2M
Pinkerton Wealth, LLC 2.60% Reduce -16.3% 258,773 $24.2M
Colton Groome Financial Advisors, LLC 7.38% Add +7.1% 257,616 $24.1M
Taikang Asset Management (Hong Kong) Co Ltd 2.69% Add +78.0% 257,543 $24.0M
Red Cedar Investment Management, LLC 2.80% No change 255,690 $23.9M
Prosperity Planning, Inc. 8.71% Add +0.3% 247,489 $23.1M
Flputnam Investment Management Co. 0.34% Reduce -0.4% 245,408 $22.9M
Cornerstone Management, Inc. 3.76% Add +8.4% 243,629 $22.7M
Vestor Capital, LLC 1.45% Add +5159.9% 241,955 $22.6M
HB Wealth Management, LLC 0.15% Add +21.4% 241,018 $22.5M
Quest Investment Management LLC 2.36% Reduce -24.0% 240,460 $22.5M
iA Global Asset Management Inc. 0.31% Add +22.1% 239,636 $22.4M
Brighton Jones LLC 0.54% Reduce -3.5% 239,340 $22.3M
Waverly Advisors, LLC 0.22% Add +1.4% 238,734 $22.3M
Financial & Tax Architects, LLC 4.90% Add +0.6% 237,642 $22.2M
Brown Brothers Harriman & Co. 0.13% Reduce -2.6% 236,114 $22.0M
Salomon & Ludwin, LLC 1.97% Reduce -5.0% 230,622 $21.9M
Portland Global Advisors LLC 2.44% Reduce -2.5% 234,528 $21.9M
Fiduciary Trust Co 0.23% Reduce -0.2% 221,803 $20.7M
Cape Ann Savings Bank 11.04% Add +4.2% 221,518 $20.7M
Silvercrest Asset Management Group LLC 0.14% Add +13.0% 221,364 $20.7M
Parallel Advisors, LLC 0.38% Add +1.8% 219,720 $20.5M
Idaho Trust Co 6.88% Add +11.8% 218,900 $20.4M
Steward Partners Investment Advisory, LLC 0.12% Add +16.2% 218,740 $20.4M
Midwest Trust Co 0.27% Add +2.5% 218,198 $20.4M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.12% Add +118.2% 217,240 $20.3M
Strategies Wealth Advisors, LLC 2.10% Reduce -3.6% 216,289 $20.2M
Waterway Wealth Management, LLC 4.81% Add +5.6% 270,545 $20.2M
Wolverine Trading, LLC 0.40% Reduce -73.3% 213,991 $19.9M
CIBC Bancorp USA Inc. 0.12% — 206,663 $19.3M
Kayne Anderson Rudnick Investment Management LLC 0.05% Add +4.1% 205,861 $19.3M
Heartwood Wealth Advisors LLC 1.72% Add +0.4% 196,877 $18.4M
Private Advisor Group, LLC 0.09% Add +14.4% 196,484 $18.3M
National Philanthropic Trust 0.20% Add +8.4% 196,016 $18.3M
IHT Wealth Management, LLC 0.46% Add +47.7% 194,789 $18.2M
Oppenheimer & Co. Inc. 0.22% Add +6.4% 194,472 $18.2M
HMS Capital Management, LLC 7.48% Add +11.3% 190,530 $17.8M
Calamos Wealth Management LLC 0.65% Add +7.9% 190,244 $17.8M
Constellation Investments, Inc. 0.82% No change 188,431 $17.6M
Common Fund for Nonprofit Organizations 1.50% Add +21.6% 187,422 $17.5M
Stephens Inc. 0.22% Add +64.0% 187,023 $17.5M
&partners 0.11% Add +26.6% 186,810 $17.5M
Geneos Wealth Management Inc. 0.44% Add +3.7% 184,783 $17.3M
Tandem Wealth Advisors LLC 8.20% Reduce -30.4% 184,610 $17.2M
Litman Gregory Wealth Management LLC 1.28% Add +2.7% 184,532 $17.2M
Fifth Third Wealth Advisors LLC 0.63% Add +4.1% 182,752 $17.1M
Drucker Wealth 3.0, LLC 2.99% Add +160.2% 180,130 $16.8M
Fort Point Capital Partners LLC 2.12% Reduce -1.0% 178,711 $16.7M
Venturi Wealth Management, LLC 0.77% Add +2.0% 178,307 $16.6M
Scotia Capital Inc. 0.07% Add +1.4% 177,769 $16.6M
Cwm, LLC 0.05% Add +2.6% 176,423 $16.5M
Canandaigua National Bank & Trust Co. 1.45% Reduce -0.2% 175,977 $16.4M
Select Asset Management & Trust 5.05% Add +1.0% 175,654 $16.4M
Hantz Financial Services, Inc. 0.25% Reduce -1.4% 175,515 $16.4M
Ethos Financial Group, LLC 1.29% Reduce -28.7% 175,368 $16.4M
Quent Capital, LLC 1.36% Reduce -0.6% 174,344 $16.3M
Evercore Wealth Management, LLC 0.24% Reduce -2.0% 174,207 $16.3M
Pitti Group Wealth Management, LLC 13.85% Reduce -1.8% 174,179 $16.3M
Patton Fund Management, Inc. 2.91% Reduce -2.2% 173,416 $16.2M
Hills Bank & Trust Co 0.95% Reduce -0.1% 173,155 $16.2M
F/m Investments LLC 0.62% Add +0.1% 172,466 $16.1M
Allstate Corp. 0.37% New 171,930 $16.1M
Arrowstreet Capital, Limited Partnership 0.01% Reduce -8.2% 170,487 $15.9M
LMCG Investments, LLC 0.93% Add +21.3% 170,320 $15.9M
Bleakley Financial Group, LLC 0.37% Add +0.1% 169,568 $15.8M
Dynasty Wealth Management, LLC 0.21% Reduce -64.5% 167,961 $15.7M
Bartlett & Co. Wealth Management LLC 0.21% Add +0.6% 167,218 $15.6M
Fluent Financial, LLC 6.07% Add +4.1% 166,020 $15.5M
Heritage Wealth Advisors 0.68% No change 165,959 $15.5M
AAFMAA Wealth Management & Trust LLC 6.14% Add +0.3% 165,850 $15.5M
Presper Financial Architects, LLC 8.92% Add +28.6% 164,672 $15.4M
ODonnell Financial Services, LLC 5.45% Add +7.7% 163,978 $15.3M
Coastline Trust Co 1.63% Add +17.4% 162,206 $15.1M
Oxford Financial Group, LTD. LLC 0.85% Reduce -1.6% 161,258 $15.1M
Hilltop National Bank 3.70% Add +0.7% 161,112 $15.0M
Whittier Trust Co. 0.17% Reduce -4.0% 158,122 $15.0M
Yeomans Consulting Group, Inc. 5.18% Add +33.8% 159,371 $15.0M
Ted Buchan & Co 5.79% Add +164.9% 158,326 $14.8M
UMB Bank, n.a. 0.22% Reduce -0.0% 157,012 $14.7M
Aries Wealth Management 3.46% Add +8.4% 156,529 $14.6M
Parkside Financial Bank & Trust 1.12% Add +1.8% 154,355 $14.4M
Darwin Wealth Management, LLC 4.55% Add +5.1% 153,327 $14.3M
Anb Bank 5.73% Reduce -4.2% 151,385 $14.1M
IFP Advisors, Inc 0.37% Reduce -41.5% 151,264 $14.1M
Whittier Trust Co. of Nevada Inc. 0.30% Add +1.9% 148,373 $14.1M
Healthcare of Ontario Pension Plan Trust Fund 0.03% Reduce -50.6% 151,000 $14.1M
EverSource Wealth Advisors, LLC 0.56% Add +7.0% 150,663 $14.1M
J.W. Cole Advisors, Inc. 0.27% Add +1.7% 150,597 $14.1M
Wealth Advisory Solutions, LLC 3.39% Add +0.3% 150,038 $14.0M
MCF Advisors LLC 0.86% Reduce -1.3% 149,452 $14.0M
RVW Wealth, LLC 1.09% Reduce -0.4% 149,018 $13.9M
Caprock Group, LLC 0.34% — 152,085 $13.9M
Sterling Group Wealth Management, LLC 6.89% Add +3.7% 148,933 $13.9M
Martin & Co. Inc. 2.46% Add +2.5% 148,219 $13.8M
Shulman DeMeo Asset Management LLC 3.16% Reduce -0.4% 147,263 $13.7M
Elevatus Welath Management 3.96% Add +20.5% 146,944 $13.7M
Diversified Trust Co. 0.27% Add +8.8% 146,683 $13.7M
Federated Hermes, Inc. 0.02% Reduce -21.3% 145,200 $13.6M
TCTC Holdings, LLC 0.40% Reduce -0.6% 145,139 $13.6M
Envestnet Portfolio Solutions, Inc. 0.05% Reduce -10.2% 144,685 $13.5M
Integrity Alliance, Llc. 0.64% Add +21.8% 144,531 $13.5M
Perigon Wealth Management, LLC 0.28% Add +2.6% 144,251 $13.5M
LWM Advisors Inc. 11.98% Reduce -0.2% 142,901 $13.3M
Brickley Wealth Management 2.30% No change 141,392 $13.2M
Waters Parkerson & Co., LLC 0.64% Add +0.1% 140,418 $13.1M
Noble Family Wealth, LLC 2.86% No change 139,082 $13.0M
Spire Wealth Management 0.44% Reduce -2.1% 137,532 $12.8M
SteelPeak Wealth, LLC 0.43% Add +5.7% 136,936 $12.8M
Rwa Wealth Partners, LLC 0.14% Add +52.5% 136,693 $12.8M
QRG Capital Management, Inc. 0.15% Add +4.6% 136,559 $12.8M
Freestone Capital Holdings, LLC 0.39% Reduce -3.7% 134,737 $12.6M
Baker Avenue Asset Management, LP 0.30% Add +0.2% 134,384 $12.5M
Vanguard Group Inc. 0.00% Reduce -0.3% 134,286 $12.5M
GLOBALT Investments LLC / GA 0.46% Reduce -4.2% 134,023 $12.5M
Allworth Financial LP 0.06% Add +10.2% 133,571 $12.5M
Amarillo National Bank 2.19% Reduce -1.0% 133,244 $12.4M
Bluespring Wealth Management, LLC 1.08% Reduce -4.0% 133,037 $12.4M
DAVENPORT & Co LLC 0.07% Add +1.6% 132,984 $12.4M
Wesbanco Bank Inc. 0.34% Add +1.6% 132,260 $12.3M
Harvest Investment Advisors, LLC 7.25% Add +0.5% 132,150 $12.3M
Partners Capital Investment Group, LLP 0.49% Reduce -61.6% 130,751 $12.2M
WealthBridge Investment Counsel Inc. 3.74% No change 129,975 $12.1M
Credit Agricole S A 0.04% — 129,855 $12.1M
Corundum Group, Inc. 4.93% Add +1.6% 128,551 $12.0M
Foster & Motley Inc. 0.64% Reduce -7.3% 127,886 $11.9M
Park Avenue Securities LLC 0.09% Reduce -2.3% 127,805 $11.9M
Conning Inc. 0.41% Reduce -60.3% 126,096 $11.8M
Mycio Wealth Partners, LLC 2.72% No change 125,890 $11.8M
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 2.46% Add +0.8% 124,503 $11.6M
Stratos Wealth Partners, LTD. 0.14% Add +435.7% 123,810 $11.6M
Independence Bank of Kentucky 1.48% Reduce -2.6% 122,954 $11.5M
Oldfather Financial Services, LLC 3.56% Add +3.9% 122,451 $11.4M
Acadian Asset Management LLC 0.02% Add +136.3% 121,926 $11.4M
Mill Creek Capital Advisors, LLC 0.23% Add +3.6% 121,717 $11.4M
Farther Finance Advisors, LLC 0.17% Add +16.2% 120,967 $11.3M
Precedent Wealth Partners, LLC 2.48% Add +1.3% 120,759 $11.3M
Chesley Taft & Associates LLC 0.48% Add +0.5% 120,418 $11.2M
Bradley Foster & Sargent Inc. 0.17% Add +22.2% 120,277 $11.2M
LGL Partners, LLC 4.76% Reduce -3.8% 119,692 $11.2M
One Capital Management, LLC 0.36% Reduce -1.9% 119,674 $11.2M
Crestwood Advisors Group, LLC 0.19% Reduce -1.1% 119,542 $11.2M
Nepc LLC 0.29% Add +13.8% 119,376 $11.1M
Corepath Wealth Partners LLC 8.07% Add +3.4% 116,709 $11.1M
NewEdge Advisors, LLC 0.05% Add +2.3% 118,606 $11.1M
American Alpha Advisors, LLC 8.00% Add +0.4% 118,510 $11.1M
Wealthcare Advisory Partners LLC 0.23% Add +13.0% 118,316 $11.0M
Simmons Bank 0.73% Reduce -4.4% 117,220 $10.9M
Metropolitan Life Insurance Co 3.18% Add +5.9% 116,347 $10.9M
Mechanics Financial Corp 4.11% No change 116,082 $10.8M
Pinnacle Family Advisors, LLC 4.72% Add +7.4% 115,866 $10.8M
Canton Hathaway, LLC 2.07% No change 115,649 $10.8M
Checchi Capital Advisers, LLC 0.74% Reduce -1.4% 115,622 $10.8M
Gray Private Wealth, LLC 5.43% Add +0.4% 115,247 $10.8M
Gateway Investment Advisers LLC 0.10% New 115,023 $10.7M
Heritage Investors Management Corp. 0.32% Reduce -2.0% 114,936 $10.7M
Antonelli Financial Advisors, LLC 7.29% Add +0.1% 114,914 $10.7M
Rhumbline Advisers 0.01% Add +26.4% 114,802 $10.7M
Ironwood Investment Management LLC 4.65% Add +3.1% 114,099 $10.7M
WASHINGTON TRUST Co 0.35% Reduce -3.8% 113,214 $10.6M
Avity Investment Management Inc. 0.74% Add +62.1% 112,803 $10.5M
Aua Capital Management, LLC 5.89% Reduce -0.1% 112,403 $10.5M
Hoge Financial Services, LLC 5.87% Reduce -2.7% 109,760 $10.2M
Provenance Wealth Advisors, LLC 1.32% Reduce -0.0% 109,756 $10.2M
Private Wealth Asset Management, LLC 1.21% Add +0.5% 109,686 $10.2M
Financial Enhancement Group LLC 1.37% Add +0.1% 107,673 $10.2M
Ascent Group, LLC 0.36% Reduce -25.8% 109,177 $10.2M
St. Louis Trust Co 1.27% No change 108,823 $10.2M
Integrated Advisors Network LLC 0.43% Add +2.8% 108,735 $10.2M
Sage Financial Management Group, Inc. 3.24% Reduce -0.0% 108,676 $10.1M
Dimension Capital Management LLC 1.47% Add +2.6% 108,432 $10.1M
Lazard Asset Management LLC 0.01% Reduce -62.1% 107,788 $10.1M
Burke & Herbert Bank & Trust Co. 2.16% Reduce -0.8% 107,456 $10.0M
Venture Visionary Partners LLC 0.35% Add +0.1% 107,452 $10.0M
Granby Capital Management, LLC 5.30% No change 107,000 $10.0M
First Heartland Consultants, Inc. 0.81% Add +181.2% 106,910 $10.0M
Heritage Family Offices, LLP 4.61% Reduce -4.9% 106,124 $9.9M
Coldstream Capital Management Inc. 0.13% Add +4.6% 105,807 $9.9M
Weaver Capital Management LLC 2.15% Add +6006.2% 105,698 $9.9M
Nixon Peabody Trust Co. 0.71% Add +0.7% 104,250 $9.7M
Citizens Business Bank 1.62% Add +1.8% 104,228 $9.7M
Arvest Investments, Inc. 1.39% Reduce -1.9% 104,006 $9.7M
Madden Advisory Services, Inc. 4.07% Add +14.1% 103,775 $9.7M
Okabena Investment Services Inc. 1.88% Add +2.2% 103,653 $9.7M
Horizon Bancorp Inc. 4.60% Reduce -0.3% 103,190 $9.6M
Fulton Bank, N.A. 0.34% Reduce -0.1% 103,146 $9.6M
First Financial Bank - Trust Division 0.82% Reduce -6.4% 103,120 $9.6M
Orin Green Financial, LLC 3.85% Add +1.1% 103,105 $9.6M
Central Bank & Trust Co. 1.50% Reduce -3.0% 102,076 $9.5M
Little House Capital LLC 2.18% Add +3.7% 101,687 $9.5M
Pure Financial Advisors, LLC 0.15% Reduce -6.1% 101,595 $9.5M
Procyon Advisors, LLC 0.56% Add +699.9% 100,848 $9.4M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.23% Add +2.4% 99,763 $9.3M
Ashton Thomas Private Wealth, LLC 0.24% Add +18.6% 99,656 $9.3M
True Freedom Investing, LLC 3.32% Reduce -2.7% 99,463 $9.3M
Titleist Asset Management, LLC 0.81% Reduce -3.4% 99,316 $9.3M
United Community Bank 2.86% Add +0.2% 98,924 $9.2M
Nuveen, LLC 0.00% Add +57.3% 98,346 $9.2M
Summit Wealth & Retirement Planning, Inc. 2.25% Reduce -0.4% 98,151 $9.2M
Summit Financial, LLC 0.14% Add +2.6% 98,056 $9.2M
Federation des caisses Desjardins du Quebec 0.04% Add +19.6% 96,874 $9.0M
Tolleson Wealth Management, Inc. 1.40% Reduce -1.5% 96,819 $9.0M
Financial Advisors Network, Inc. 1.28% Reduce -0.7% 96,549 $9.0M
AdvisorNet Financial, Inc 0.51% Add +21.4% 96,477 $9.0M
BOK Financial Private Wealth, Inc. 0.57% Reduce -1.2% 96,192 $9.0M
Grove Bank & Trust 1.04% Add +2.0% 95,602 $8.9M
Resolute Advisors LLC 2.29% Add +0.6% 95,437 $8.9M
Atlantic Union Bankshares Corp 0.17% Reduce -1.6% 95,125 $8.9M
Capital Analysts, LLC 0.26% Add +73.3% 94,802 $8.9M
Prism Advisors, Inc. 2.38% Reduce -5.5% 94,536 $8.8M
Sincerus Advisory, LLC 7.50% Add +10.3% 93,832 $8.8M
Blankinship & Foster, LLC 1.90% Reduce -0.1% 93,105 $8.7M
James Investment Research, Inc. 0.94% Add +0.1% 92,395 $8.6M
Eq LLC 2.93% Reduce -32.9% 92,386 $8.6M
Whitegate Investment Counselors, Inc. 2.84% Reduce -0.2% 92,243 $8.6M
Csenge Advisory Group 0.41% Add +56.9% 92,049 $8.6M
First Hawaiian Bank 1.10% Reduce -2.6% 91,902 $8.6M
Alamar Capital Management, LLC 4.53% Add +5.7% 91,810 $8.6M
2UniFi Bank 4.29% Reduce -2.3% 91,726 $8.6M
Capital Advantage, Inc. 1.28% Reduce -3.8% 91,461 $8.5M
Lodestar Private Asset Management LLC 0.89% Add +5.2% 91,199 $8.5M
Arbor Trust Wealth Advisors, LLC 3.80% Add +27.1% 90,459 $8.4M
Chicago Partners Investment Group LLC 0.22% Add +3.8% 88,193 $8.4M
Laird Norton Wetherby Trust Company, LLC 1.45% No change 90,252 $8.4M
Moloney Securities Asset Management, LLC 1.01% Add +384.4% 90,107 $8.4M
T. Rowe Price Associates Inc. 0.00% New 89,300 $8.3M
Gotham Asset Management 0.04% Add +13.9% 89,045 $8.3M
Ironwood Financial, llc 1.47% Reduce -0.3% 88,710 $8.3M
Robertson Stephens Wealth Management, LLC 0.25% Add +16.2% 87,944 $8.2M
Arcadia Investment Advisors LLC 3.98% Add +248.6% 87,794 $8.2M
4Thought Financial Group Inc. 4.12% Reduce -0.8% 87,272 $8.1M
Summit Asset Management, LLC 1.23% Add +0.8% 85,936 $8.0M
Old National Bancorp 0.14% Reduce -0.6% 85,428 $8.0M
IMA Advisory Services, Inc. 0.80% Add +11.3% 85,413 $8.0M
Crewe Advisors LLC 0.76% Add +7.5% 85,035 $7.9M
First National Trust Co 0.27% Add +0.7% 84,414 $7.9M
United Capital Financial Advisors, LLC 0.06% Add +1.0% 83,338 $7.8M
Parallax Volatility Advisers, L.P. 0.26% New 83,322 $7.8M
Cambiar Investors LLC 0.35% Add +2.8% 83,049 $7.8M
Murphy, Middleton, Hinkle & Parker, Inc. 3.77% Add +11.4% 82,526 $7.7M
Fidelis Capital Partners, LLC 0.60% Add +4.7% 82,056 $7.7M
CreativeOne Wealth, LLC 0.19% Add +9.3% 81,850 $7.6M
First Citizens Financial Corp 3.77% Reduce -1.4% 81,606 $7.6M
Great Valley Advisor Group, Inc. 0.15% Add +7.8% 80,389 $7.5M
My Personal CFO, LLC 2.88% New 79,724 $7.4M
Foundation Wealth Management, LLC\PA 2.88% Reduce -1.8% 79,724 $7.4M
Capital Wealth Planning, LLC 0.05% Add +27.1% 79,465 $7.4M
Ascension Capital Advisors, Inc. 2.88% Add +0.6% 79,135 $7.4M
Chevy Chase Trust Holdings, LLC 0.02% Reduce -2.8% 79,028 $7.4M
Bolthouse Investments, LLC 6.68% Reduce -0.1% 78,921 $7.4M
Camarda Financial Advisors, LLC 2.70% Reduce -21.5% 78,425 $7.3M
Connors Investor Services Inc. 0.62% Add +5.7% 78,328 $7.3M
Forvis Mazars Wealth Advisors, LLC 0.14% Reduce -11.3% 77,993 $7.3M
LCM Capital Management Inc 3.48% Reduce -0.3% 77,715 $7.3M
Rakuten Investment Management, Inc. 0.03% — 77,944 $7.2M
Birch Hill Investment Advisors LLC 0.31% Add +1.5% 77,487 $7.2M
LBJ Family Wealth Advisors, Ltd. 3.94% Reduce -0.3% 77,414 $7.2M
Glen Eagle Advisors, LLC 1.00% Add +15.3% 77,202 $7.2M
Fund Evaluation Group, LLC 0.26% Reduce -16.6% 77,312 $7.2M
NBT Bank, N.A. 0.47% Add +0.7% 77,055 $7.2M
Pinnacle Wealth Planning Services, Inc. 0.84% Add +34.3% 76,836 $7.2M
EWG Elevate Inc. 2.24% Add +3.4% 76,658 $7.2M
Prospera Financial Services Inc 0.12% Reduce -8.7% 76,390 $7.1M
Caerus Investment Advisors, LLC 2.91% No change 76,187 $7.1M
Ellis Investment Partners, LLC 1.28% Add +40.3% 76,177 $7.1M
Brio Consultants, LLC 0.98% Add +1.3% 76,129 $7.1M
City Holding Co. 0.89% Add +9.8% 76,048 $7.1M
First Financial Bankshares Inc 0.15% Add +1.1% 75,772 $7.1M
Baron Financial Group, LLC 3.86% Add +0.0% 75,364 $7.0M
New England Private Wealth Advisors LLC 0.93% Add +27.5% 75,222 $7.0M
Legal & General Group Plc 0.00% Reduce -40.5% 75,050 $7.0M
Sykon Capital LLC 2.33% Add +2.0% 74,797 $7.0M
Ausdal Financial Partners, Inc. 0.34% Add +869.6% 74,584 $7.0M
Chesapeake Wealth Management 2.12% Reduce -0.6% 74,504 $7.0M
Argent Trust Co 0.25% Reduce -3.2% 74,392 $6.9M
Harbor Investment Advisory, LLC 0.57% Add +1.2% 74,305 $6.9M
Bristlecone Advisors, LLC 0.58% Add +0.3% 74,292 $6.9M
First Western Trust Bank 0.32% Reduce -2.1% 74,007 $6.9M
Capstone Investment Advisors, LLC 0.07% Reduce -41.5% 73,979 $6.9M
McKinley Carter Wealth Services, Inc. 0.36% Reduce -0.8% 73,960 $6.9M
Phillips Financial Management, LLC 0.45% Add +22.2% 73,764 $6.9M
Advisory Services Network, LLC 0.10% Add +22.9% 73,759 $6.9M
Compound Planning, Inc. 0.22% Reduce -3.6% 73,021 $6.8M
Peapack Gladstone Financial Corp. 0.09% Add +0.3% 72,970 $6.8M
Midwest Professional Planners, LTD. 1.65% Reduce -30.4% 72,379 $6.8M
Cardiff Park Advisors, LLC 0.52% Reduce -6.7% 71,782 $6.7M
Allen Mooney & Barnes Investment Advisors LLC 1.04% Reduce -0.3% 71,709 $6.7M
Powell Investment Advisors, LLC 2.34% Reduce -1.8% 71,686 $6.7M
ERn Financial, LLC 1.31% Reduce -3.1% 71,256 $6.7M
Sepio Capital, LP 0.39% Add +0.8% 71,051 $6.6M
Connecticut Wealth Management, LLC 0.29% Add +14.1% 70,630 $6.6M
Maryland State Retirement & Pension System 0.14% Reduce -48.5% 70,497 $6.6M
Audent Global Asset Management, LLC 4.77% Add +96.9% 70,224 $6.6M
Sei Investments Co. 0.01% Reduce -7.8% 70,049 $6.5M
Sequoia Financial Advisors, LLC 0.04% Add +2.4% 70,043 $6.5M
HRT Financial LP 0.02% New 69,857 $6.5M
Cadence Bank 0.39% Reduce -0.2% 69,600 $6.5M
GreatBanc Trust CO 4.44% — 69,500 $6.5M
Two Sigma Securities, LLC 0.95% Reduce -32.4% 68,996 $6.4M
Callan Family Office, LLC 0.20% Reduce -14.9% 68,346 $6.4M
Summit Financial Consulting LLC 5.08% Add +164.2% 68,152 $6.4M
Yousif Capital Management, LLC 0.07% Reduce -69.4% 68,005 $6.3M
NewSquare Capital LLC 0.43% Reduce -1.1% 67,991 $6.3M
SVB Wealth LLC 0.34% Reduce -13.7% 67,967 $6.3M
CoreCap Advisors, LLC 0.23% Add +22.1% 67,890 $6.3M
Delta Financial Advisors LLC 1.78% Reduce -6.1% 67,524 $6.3M
Nicolet Bankshares Inc. 1.01% Reduce -2.9% 67,256 $6.3M
Sharp Wealth Advisory, LLC 3.38% New 66,495 $6.2M
Full Sail Capital, LLC 0.33% Reduce -6.5% 64,789 $6.0M
Paragon Capital Management Ltd 1.14% Reduce -12.8% 64,516 $6.0M
Flagstar Securities, Inc. 1.84% Reduce -11.9% 64,465 $6.0M
Pathway Financial Advisors LLC 0.80% No change 64,366 $6.0M
Level Four Advisory Services, LLC 0.20% Reduce -0.0% 63,820 $6.0M
Ramsay, Stattman, Vela & Price, Inc. 1.07% Reduce -0.9% 63,742 $6.0M
Aaron Wealth Advisors LLC 0.36% Reduce -12.8% 63,333 $5.9M
First Citizens Bank & Trust Co. 0.13% Add +2.9% 63,131 $5.9M
Cedar Mountain Advisors, LLC 1.14% New 62,960 $5.9M
Richard W. Paul & Associates, LLC 1.99% Add +2.1% 62,582 $5.8M
Parisi Gray Wealth Management 1.52% Reduce -0.9% 62,429 $5.8M
Arcataur Capital Management LLC 1.71% Reduce -2.8% 62,288 $5.8M
Macroview Investment Management LLC 4.36% Add +5.0% 62,216 $5.8M
World Investment Advisors 0.12% Add +1.6% 61,579 $5.7M
Mgo One Seven LLC 0.13% Add +20.3% 61,389 $5.7M
RMR Wealth Builders 0.48% Add +0.5% 61,283 $5.7M
Quadrature Capital Ltd 0.07% New 60,788 $5.7M
Schneider Downs Wealth Management Advisors, LP 0.67% Reduce -28.8% 60,718 $5.7M
Avidian Wealth Enterprises, LLC 0.21% Reduce -19.4% 60,537 $5.7M
Dynamic Wealth Strategies, LLC 3.78% Reduce -46.1% 60,520 $5.7M
Hilltop Holdings Inc. 0.30% Add +2.4% 60,378 $5.6M
Thornburg Investment Management Inc. 0.07% Add +46.9% 59,881 $5.6M
Neuberger Berman Group LLC 0.00% Reduce -16.4% 59,654 $5.6M
CANADA LIFE ASSURANCE Co 0.01% Add +133.5% 59,801 $5.6M
Pinnacle Bancorp, Inc. 1.64% Add +0.2% 59,542 $5.6M
Moller Wealth Partners 1.16% Reduce -8.1% 59,398 $5.5M
Webster Bank, N. A. 0.53% Reduce -1.9% 59,373 $5.5M
Fi3 FINANCIAL ADVISORS, LLC 1.87% Reduce -2.0% 59,371 $5.5M
Cornerstone Advisors Asset Management, LLC 0.96% Add +10.6% 58,843 $5.5M
BSW Wealth Partners 0.68% Reduce -4.0% 58,730 $5.5M
Flower City Capital 2.93% Reduce -0.8% 58,316 $5.4M
Kestra Private Wealth Services, LLC 0.07% Add +1.4% 58,104 $5.4M
STRS Ohio 0.02% Add +102.6% 57,455 $5.4M
Omega Advisors (Leon Cooperman) 0.17% No change 57,453 $5.4M
ABLE Financial Group, LLC 1.16% Reduce -2.7% 57,250 $5.3M
Snowden Capital Advisors LLC 0.15% Add +0.5% 57,245 $5.3M
Mission Wealth Management, LP 0.11% Reduce -1.0% 57,029 $5.3M
First Foundation Advisors 0.20% Reduce -8.3% 56,870 $5.3M
Johnson Financial Group, Inc. 0.20% Reduce -12.2% 56,364 $5.3M
Providence First Trust Co 1.82% Reduce -0.2% 56,305 $5.3M
Commonwealth Financial Services, LLC 0.90% Add +38.4% 56,154 $5.2M
Amara Financial, Llc. 3.84% Add +8.3% 55,817 $5.2M
Centaurus Financial, Inc. 0.24% Add +0.0% 55,608 $5.2M
Summit Financial Strategies, Inc. 0.44% Reduce -1.7% 55,561 $5.2M
Harbour Trust & Investment Management Co 0.54% Add +1.0% 55,441 $5.2M
CFS Investment Advisory Services, LLC 0.38% Reduce -0.1% 54,303 $5.2M
Smith & Howard Wealth Management, LLC 1.20% Add +7.0% 55,012 $5.1M
Banco Bilbao Vizcaya Argentaria, S.A. 0.04% Add +6.4% 55,112 $5.1M
New Republic Capital, LLC 1.57% Add +12.7% 54,879 $5.1M
Patten & Patten Inc. 0.30% Add +28.8% 54,544 $5.1M
Grey Fox Wealth Advisors, LLC 1.04% Reduce -0.0% 54,494 $5.1M
Rovin Capital /Ut/ 1.41% Reduce -3.5% 54,369 $5.1M
Mullaney, Keating & Wright, Inc. 2.80% Add +1.5% 53,986 $5.0M
Thompson Siegel & Walmsley LLC 0.08% Reduce -0.6% 53,491 $5.0M
Crescent Grove Advisors, LLC 0.48% Reduce -0.2% 53,275 $5.0M
Independent Financial Group, LLC 0.12% Add +27.7% 53,252 $5.0M
Catalyst Financial Partners LLC 0.60% Reduce -0.1% 53,219 $5.0M
Visionary Wealth Advisors 0.23% Add +32.2% 53,048 $5.0M
FFT Wealth Management LLC 0.91% Add +3.3% 52,826 $4.9M
Gemmer Asset Management LLC 0.39% Add +3.9% 52,401 $4.9M
M1 Capital Management LLC 2.10% Reduce -0.6% 52,054 $4.9M
GAMCO Investors 0.05% Reduce -16.4% 51,992 $4.9M
Santori & Peters, Inc. 1.72% Reduce -0.2% 51,416 $4.8M
All Terrain Financial Advisors, LLC 1.55% Add +1.6% 51,351 $4.8M
Meridian Wealth Management, LLC 0.18% Add +15.7% 51,320 $4.8M
Apollon Wealth Management, LLC 0.08% Add +25.6% 51,079 $4.8M
Agf Management Ltd. 0.02% Add +0.8% 51,051 $4.8M
Ibex Wealth Advisors 0.46% Reduce -0.2% 50,965 $4.8M
Gould Asset Management LLC 0.88% Add +1.4% 50,835 $4.7M
Bryn Mawr Trust Advisors, LLC 0.23% Add +50.0% 50,629 $4.7M
Atlantic Edge Private Wealth Management, LLC 1.21% Reduce -0.3% 50,489 $4.7M
Belpointe Asset Management LLC 0.18% Reduce -9.6% 50,338 $4.7M
Aptus Capital Advisors, LLC 0.04% Add +0.9% 50,214 $4.7M
Tarbox Family Office, Inc. 0.69% Reduce -35.3% 50,164 $4.7M
Laird Norton Wetherby Wealth Management, LLC 0.19% Add +1.0% 50,146 $4.7M
Solstein Capital, LLC 2.11% Add +0.4% 49,357 $4.6M
Choate Investment Advisors 0.10% Add +0.2% 49,329 $4.6M
Aspiriant, LLC 0.14% Reduce -50.7% 49,197 $4.6M
Shorepoint Capital Partners LLC 0.91% — 49,194 $4.6M
Founders Grove Wealth Partners, LLC 1.08% Reduce -11.6% 49,160 $4.6M
Fragasso Financial Advisors Inc 0.28% Reduce -0.2% 48,037 $4.6M
Western Wealth Management, LLC 0.24% Add +1.6% 48,893 $4.6M
Genus Capital Management Inc. 0.53% No change 48,460 $4.5M
Global Retirement Partners, LLC 0.10% Add +26.1% 48,460 $4.5M
National Bank of Canada 0.01% Reduce -23.7% 47,793 $4.5M
Leverty Financial Group, LLC 1.16% Add +1.8% 47,838 $4.5M
Investment Partners, LTD. 1.57% No change 47,812 $4.5M
Cim Investment Management Inc. 1.21% Reduce -12.6% 47,561 $4.4M
Arkadios Wealth Advisors 0.11% Add +3.2% 47,506 $4.4M
JFS Wealth Advisors, LLC 0.26% Reduce -2.3% 47,423 $4.4M
Sigma Investment Counselors Inc. 0.23% No change 47,367 $4.4M
Alesco Advisors, LLC, An ESL Co 0.12% Reduce -4.0% 47,302 $4.4M
Capital Advisors, Ltd. LLC 0.50% Add +5.2% 47,260 $4.4M
Sun Life Financial Inc. 0.23% Reduce -15.2% 47,262 $4.4M
Merit Financial Group, LLC 0.04% Reduce -13.8% 46,693 $4.4M
Dumont & Blake Investment Advisors LLC 1.04% Add +0.1% 46,049 $4.3M
Glass Jacobson Investment Advisors llc 1.55% Add +0.7% 45,826 $4.3M
Texas Bank & Trust Co 1.62% Reduce -7.1% 45,777 $4.3M
Farmers & Merchants Investments Inc. 0.12% Add +0.1% 45,459 $4.2M
NYL Investors LLC 1.45% No change 45,239 $4.2M
Pandora Wealth, Inc. 2.55% Add +0.4% 45,186 $4.2M
Gerber Kawasaki Wealth & Investment Management 0.14% Add +56.4% 44,854 $4.2M
Mather Group, Llc. 0.04% Add +176.4% 44,852 $4.2M
Waddell & Associates, LLC 0.36% Add +0.3% 44,827 $4.2M
Gryphon Financial Partners LLC 0.48% Reduce -8.9% 44,810 $4.2M
Balefire, LLC 0.83% Add +23.6% 44,588 $4.2M
Canoe Financial LP 0.06% New 45,701 $4.2M
TD Waterhouse Canada Inc. 0.03% Reduce -5.2% 43,992 $4.1M
Croban 2.74% Add +40.8% 44,114 $4.1M
Penobscot Investment Management Company, Inc. 0.32% Add +33.8% 43,778 $4.1M
Mosaic Family Wealth Partners, LLC 0.48% Reduce -0.3% 43,659 $4.1M
Asset Management Group, Inc. 0.66% No change 43,458 $4.1M
Dorsey & Whitney Trust CO LLC 0.21% Reduce -0.5% 43,342 $4.0M
Azimuth Capital Investment Management LLC 0.14% Reduce -7.4% 43,118 $4.0M
Sterling Investment Advisors LLC 1.96% Reduce -10.0% 42,291 $3.9M
JMG Financial Group, Ltd. 0.11% Add +4.5% 41,998 $3.9M
Acropolis Investment Management, LLC 0.20% Add +4.3% 43,774 $3.9M
Nwam LLC 0.21% Add +3.5% 41,632 $3.9M
Rothschild Investment LLC 0.22% Add +5.4% 41,858 $3.9M
OneDigital Investment Advisors LLC 0.04% Reduce -6.1% 41,804 $3.9M
Sowell Financial Services LLC 0.15% Add +6.4% 41,560 $3.9M
Pettyjohn, Wood & White, Inc. 0.64% Add +1.0% 41,549 $3.9M
Transcend Capital Advisors, LLC 0.27% Add +20.4% 41,379 $3.9M
NTV Asset Management LLC 0.42% Reduce -3.5% 41,244 $3.9M
Sheets Smith Wealth Management 0.44% No change 41,200 $3.8M
PFW Advisors LLC 1.13% Reduce -1.0% 40,761 $3.8M
O'shaughnessy Asset Management, LLC 0.02% Add +50.9% 40,739 $3.8M
XML Financial, LLC 0.31% Reduce -2.8% 40,727 $3.8M
Central Pacific Bank - Trust Division 0.48% Reduce -3.6% 40,537 $3.8M
Staley Capital Advisers Inc. 0.16% No change 40,500 $3.8M
Ramiah Investment Group 3.34% Add +205.9% 40,340 $3.8M
Beutel, Goodman & Co Ltd. 0.02% Reduce -0.3% 40,051 $3.7M
Rehmann Capital Advisory Group 0.20% Add +1.9% 39,914 $3.7M
Curbstone Financial Management Corp 0.71% Add +3.4% 39,833 $3.7M
Cascade Financial Partners, LLC 0.42% Add +11.0% 39,567 $3.7M
Warwick Investment Management, Inc. 0.64% No change 39,566 $3.7M
Allen Investment Management, LLC 0.04% Add +2.6% 39,387 $3.7M
Hengehold Capital Management LLC 0.31% Add +0.9% 39,203 $3.7M
Bridgewater Advisors Inc. 0.25% Reduce -3.6% 38,926 $3.7M
Integrated Wealth Concepts LLC 0.03% Reduce -0.9% 38,997 $3.6M
Pinnacle Associates Ltd. 0.05% Add +2.5% 38,931 $3.6M
Nvwm, LLC 0.81% Reduce -3.6% 38,523 $3.6M
Thrive Wealth Management, LLC 0.54% Add +2.1% 38,368 $3.6M
Arcadia Investment Management Corp. 0.55% Reduce -1.9% 38,078 $3.6M
Pettinga Financial Advisors LLC 0.69% Reduce -3.5% 38,006 $3.5M
Roman Butler Fullerton & Co. 0.95% Add +15.4% 37,253 $3.5M
1834 Investment Advisors Co. 0.43% Reduce -3.2% 37,893 $3.5M
Nexus Investment Management ULC 0.50% Add +23.6% 37,750 $3.5M
RiverFront Investment Group, LLC 0.06% Reduce -1.0% 37,234 $3.5M
Defined Wealth Management, LLC 2.01% Reduce -0.6% 37,097 $3.5M
Endowment Wealth Management, Inc. 1.56% Add +2.7% 36,817 $3.4M
Palisade Asset Management, LLC 0.32% Reduce -0.1% 36,781 $3.4M
Laurel Wealth Advisors LLC 0.48% Reduce -0.4% 36,672 $3.4M
Capital Group Private Client Services, Inc. 0.06% Add +2.7% 36,568 $3.4M
Atlas Legacy Advisors, LLC 0.66% Reduce -13.9% 36,552 $3.4M
McLean Asset Management Corp 0.70% Reduce -3.5% 35,576 $3.4M
Breakthru Advisory Services, LLC 2.23% New 36,260 $3.4M
Klingenstein Fields & Co. LP 0.13% Add +732.5% 36,216 $3.4M
Ashford Advisors, LLC 0.75% Reduce -0.9% 36,207 $3.4M
Richwood Investment Advisors, LLC 2.64% Add +1.1% 36,142 $3.4M
Copia Wealth Management 2.49% Add +5.7% 35,947 $3.4M
Graves Light Lenhart Wealth, Inc. 0.37% Reduce -0.3% 35,576 $3.3M
McAdam, LLC 0.16% Add +3.0% 35,161 $3.3M
Mutual Advisors, LLC 0.07% Reduce -10.5% 34,523 $3.3M
FAS Wealth Partners, Inc. 0.22% Reduce -1.7% 35,065 $3.3M
True Link Financial Advisors, LLC 0.21% Reduce -0.3% 35,060 $3.3M
Evanson Asset Management, LLC 0.18% Add +0.1% 34,857 $3.3M
Rockland Trust Co. 0.13% Add +46.8% 34,851 $3.3M
Roble, Belko & Company, Inc 0.44% Reduce -0.6% 34,668 $3.2M
Cary Street Partners Financial LLC 0.08% Add +3.5% 34,531 $3.2M
Flagship Wealth Advisors, LLC 1.06% Add +3.6% 34,500 $3.2M
Apexium Financial, LP 0.16% Add +2.7% 34,496 $3.2M
SlateStone Wealth, LLC 0.28% Reduce -2.4% 34,470 $3.2M
Orgel Wealth Management, LLC 0.07% No change 34,403 $3.2M
Morton Brown Family Wealth, LLC 0.92% Reduce -0.5% 34,356 $3.2M
LTG Capital LLC 2.52% Reduce -1.4% 34,353 $3.2M
American Financial Advisors, LLC 0.41% Reduce -6.3% 34,310 $3.2M
McCarter Private Wealth Services LLC 1.64% Reduce -1.0% 34,243 $3.2M
EFG Asset Management (Americas) Corp. 0.55% Reduce -3.1% 34,200 $3.2M
Coordinated Financial Services, Inc. 2.05% Add +1.9% 33,768 $3.2M
NWF Advisory Services Inc. 0.35% Add +52.5% 33,705 $3.1M
Montis Financial, LLC 0.72% Add +15.2% 33,651 $3.1M
Dynamic Advisor Solutions LLC 0.09% Add +20.3% 33,486 $3.1M
Probity Advisors, Inc. 0.51% Reduce -0.3% 33,420 $3.1M
Millennium Management 0.00% Reduce -78.1% 33,323 $3.1M
Connor, Clark & Lunn Investment Management Ltd. 0.01% No change 33,278 $3.1M
AE Wealth Management LLC 0.02% Reduce -28.8% 33,273 $3.1M
Salus Financial Advisors, LLC 1.91% Add +1.8% 33,233 $3.1M
First Nebraska Trust Co 0.28% Reduce -2.4% 33,219 $3.1M
J. Safra Sarasin Holding AG 0.05% No change 33,155 $3.1M
Krilogy Financial LLC 0.12% Add +16.9% 32,846 $3.1M
MPS Loria Financial Planners, LLC 0.82% Add +0.2% 33,090 $3.1M
Nicholas Hoffman & Company, LLC. 0.07% Add +17.9% 33,011 $3.1M
Asset Planning Corporation 1.46% Reduce -0.8% 32,864 $3.1M
Avior Wealth Management, LLC 0.10% Add +1.2% 32,861 $3.1M
Brian Low Financial Group, LLC 2.38% Reduce -3.2% 32,810 $3.1M
Peoples Financial Services Corp. 1.38% Add +5.0% 32,773 $3.1M
Legacy Trust 0.60% Reduce -0.1% 32,757 $3.1M
Etesian Wealth Advisors, Inc. 1.00% Reduce -0.8% 32,542 $3.0M
U.S. Capital Wealth Advisors, LLC 0.08% Add +0.2% 32,460 $3.0M
CMG Global Holdings, LLC 1.47% Add +2.3% 32,101 $3.0M
Boltwood Capital Management 0.80% Reduce -0.3% 32,117 $3.0M
South Plains Financial, Inc. 1.86% No change 31,992 $3.0M
Retirement Income Solutions, Inc. 0.51% Add +8.1% 31,808 $3.0M
CSS LLC 0.52% Add +117.6% 31,790 $3.0M
Appleton Partners Inc. 0.20% Add +0.1% 31,583 $2.9M
Arete Wealth Advisors, LLC 0.18% Add +0.8% 31,255 $2.9M
Farmers Trust Co. 0.50% Add +3.7% 31,224 $2.9M
Norden Group LLC 0.30% Add +86.9% 31,124 $2.9M
Neumann Capital Management, LLC 0.85% Reduce -1.3% 31,010 $2.9M
Tobias Financial Advisors, Inc. 0.44% Reduce -1.6% 30,986 $2.9M
Johnson & White Wealth Management, LLC 1.32% Reduce -2.2% 30,842 $2.9M
First National Bank of Omaha 0.18% Add +4.6% 30,830 $2.9M
Private Wealth Advisors, LLC 1.08% Reduce -2.3% 30,805 $2.9M
Cape Cod Five Cents Savings Bank 0.26% No change 34,240 $2.9M
William Howard & Co Financial Advisors Inc 2.43% Reduce -1.7% 30,541 $2.9M
Daymark Wealth Partners, LLC 0.10% Reduce -2.8% 30,375 $2.8M
Klingman & Associates, LLC 0.14% Reduce -1.6% 30,304 $2.8M
Washington Trust Bank 0.21% Reduce -4.9% 30,239 $2.8M
Morris Financial Concepts, Inc. 1.02% Add +13.8% 30,184 $2.8M
Kingsview Wealth Management, LLC 0.04% Add +1.5% 30,128 $2.8M
Quantinno Capital Management LP 0.01% Add +37.8% 30,016 $2.8M
Inman Jager Wealth Management, LLC 1.78% Reduce -3.9% 29,822 $2.8M
HBK Sorce Advisory LLC 0.07% Reduce -4.8% 29,613 $2.8M
Financial Synergies Wealth Advisors, Inc. 0.28% Reduce -1.5% 29,742 $2.8M
Westshore Wealth, LLC 0.94% Add +2.1% 29,600 $2.8M
Focus Partners Advisor Solutions, LLC 0.03% Add +54.2% 29,327 $2.8M
Texas Capital Bank Wealth Management Services Inc 0.23% Reduce -2.6% 29,525 $2.8M
SouthState Bank Corp 0.13% Reduce -16.7% 29,509 $2.8M
Rainier Family Wealth Inc. 2.45% Add +10.5% 29,404 $2.7M
Greenfield Savings Bank 1.16% Add +8.1% 29,401 $2.7M
Community Bank, N.A. 0.33% Reduce -0.9% 28,937 $2.7M
Cliftonlarsonallen Wealth Advisors, LLC 0.04% Reduce -0.7% 28,825 $2.7M
Matrix Private Capital Group LLC 1.42% Add +0.6% 28,736 $2.7M
Woodstock Corp. 0.23% Reduce -0.3% 28,680 $2.7M
WBH Advisory Inc. 0.20% Reduce -0.4% 28,587 $2.7M
CX Institutional 0.08% Add +24.0% 28,491 $2.7M
White Pine Capital LLC 0.76% Add +0.6% 28,475 $2.7M
Cumberland Partners Ltd 0.17% Reduce -2.5% 28,441 $2.7M
Urban Financial Advisory Corp 1.24% Add +4.6% 28,399 $2.7M
Rialto Wealth Management, LLC 0.68% Add +5.5% 28,348 $2.6M
Innova Wealth Partners 1.43% Add +60.3% 28,289 $2.6M
Canandaigua National Trust Co of Florida 2.09% Reduce -13.9% 28,242 $2.6M
Elyxium Wealth, LLC 0.91% Reduce -0.4% 28,089 $2.6M
Focus Financial Network, Inc. 0.09% Reduce -0.3% 28,056 $2.6M
Pointe Capital Management LLC 1.28% Add +2.7% 28,055 $2.6M
GS Investments, Inc. 1.29% Add +0.7% 28,000 $2.6M
Sagard Holdings Management Inc. 13.08% No change 27,979 $2.6M
Marquette Asset Management, LLC 0.40% Reduce -8.3% 27,862 $2.6M
Private Trust Co. NA 0.23% Add +5.8% 27,844 $2.6M
Efficient Advisors, LLC 0.15% Reduce -11.0% 27,620 $2.6M
Joel Isaacson & Co., LLC 0.09% Add +6.7% 27,604 $2.6M
Fsa Wealth Partners, Inc. 0.99% Add +62.5% 27,539 $2.6M
Sachem Hill LLC 0.51% Reduce -16.0% 27,507 $2.6M
Trust Co. of Toledo NA 0.26% Reduce -0.6% 27,494 $2.6M
Larson Financial Group LLC 0.09% Reduce -3.0% 27,486 $2.6M
Advisor OS, LLC 0.22% Add +3.9% 27,464 $2.6M
Harbour Investments, Inc. 0.06% Add +95.6% 27,457 $2.6M
Columbia Bank 0.72% No change 27,306 $2.6M
Retirement Planning Group, LLC 0.09% Add +2.2% 27,347 $2.6M
Aegis Wealth Management LLC 1.36% Add +132.6% 27,291 $2.5M
Montecito Bank & Trust 0.39% — 27,166 $2.5M
Lanark Financial, Inc. 0.20% Add +1.6% 27,158 $2.5M
Welch & Forbes LLC 0.03% Reduce -5.4% 27,013 $2.5M
Moody LYNN Lieberson & Walker, LLC 0.14% Reduce -35.5% 27,010 $2.5M
BigSur Wealth Management LLC 0.62% Reduce -1.5% 26,938 $2.5M
HFG Advisors, Inc. 1.85% Add +2.5% 26,936 $2.5M
Fort Washington Investment Advisors Inc. 0.01% Reduce -2.7% 26,892 $2.5M
Counterweight Ventures, LLC 1.47% Reduce -5.0% 26,891 $2.5M
Evermay Wealth Management LLC 0.29% Reduce -1.2% 26,814 $2.5M
Congress Asset Management Co. 0.02% Reduce -1.6% 26,769 $2.5M
BLB&B Advisors, LLC 0.11% Reduce -0.7% 26,755 $2.5M
KMG Fiduciary Partners, LLC 0.17% No change 26,617 $2.5M
Atlas Brown,Inc. 0.73% No change 26,554 $2.5M
Annandale Capital, LLC 0.44% No change 26,514 $2.5M
Gries Financial LLC 0.39% Add +0.8% 26,498 $2.5M
Bedel Financial Consulting, Inc. 0.32% Add +6.0% 26,439 $2.5M
Bar Harbor Wealth Management 0.15% Reduce -0.9% 26,296 $2.5M
First National Corp. /Ma/ 0.46% No change 26,029 $2.5M
Fisher Asset Management 0.00% Add +12.5% 26,191 $2.4M
Quotient Wealth Partners, LLC 0.07% Reduce -0.3% 26,098 $2.4M
Eastern Bank 0.04% Reduce -0.1% 26,030 $2.4M
Naples Global Advisors, LLC 0.19% Reduce -0.8% 25,955 $2.4M
Clarus Wealth Advisors 1.07% Add +3.1% 25,398 $2.4M
Simon Quick Advisors, LLC 0.11% Add +37.5% 25,851 $2.4M
Associated Banc-Corp 0.06% Reduce -0.4% 25,849 $2.4M
Harvest Investment Services, LLC 0.49% Reduce -1.9% 25,840 $2.4M
Hillman Capital Management, Inc. 1.40% Add +0.9% 25,824 $2.4M
Westmount Partners, LLC 0.62% Add +1.2% 25,500 $2.4M
Stone House Investment Management, LLC 0.40% Add +0.4% 25,618 $2.4M
Maple Capital Management, Inc. 0.16% Add +0.6% 25,446 $2.4M
KG Capital Management 0.65% Reduce -0.2% 25,376 $2.4M
Lavaca Capital LLC 0.43% No change 25,300 $2.4M
GEM Asset Management, LLC 1.12% No change 24,974 $2.4M
Intrua Financial, LLC 0.28% Add +0.7% 25,169 $2.4M
Harbor Advisory Corp. 0.69% No change 25,146 $2.3M
Boyd Watterson Asset Management LLC 0.70% No change 25,097 $2.3M
First Financial Corp. 0.92% Add +800.3% 25,046 $2.3M
Motco 0.21% Add +1.3% 24,900 $2.3M
VestGen Advisors, LLC 0.08% Add +53.5% 24,884 $2.3M
Assetmark, Inc. 0.01% Add +118.8% 24,837 $2.3M
Bank of Hawaii 0.12% Reduce -0.6% 24,693 $2.3M
B&D White Capital Company, LLC 0.30% New 24,691 $2.3M
Tudor Financial Inc. 1.22% Add +0.5% 24,594 $2.3M
Embree Financial Group 0.31% Add +3.5% 24,500 $2.3M
Glenview Trust Co 0.04% Reduce -4.2% 24,487 $2.3M
First American Trust, FSB 0.17% Add +12.4% 24,416 $2.3M
Trek Financial, LLC 0.14% Reduce -0.1% 24,398 $2.3M
Alpha Advisors, LLC 1.71% Reduce -0.5% 24,316 $2.3M
Country Trust Bank 0.05% Reduce -1.6% 24,271 $2.3M
Douglass Winthrop Advisors, LLC 0.04% Add +205.5% 24,263 $2.3M
Saxony Capital Management, LLC 1.49% Add +10.8% 24,199 $2.3M
Shoker Investment Counsel, Inc. 0.66% Reduce -0.3% 23,944 $2.2M
Denver PWM, LLC 0.70% No change 24,995 $2.2M
Live Oak Private Wealth LLC 0.31% No change 23,598 $2.2M
Waldron Private Wealth LLC 0.09% Add +76.9% 23,576 $2.2M
Steph & Co. 0.67% Add +34.7% 23,566 $2.2M
Topsail Wealth Management, LLC 0.37% Add +160.7% 23,554 $2.2M
Newport Capital Group, LLC 1.38% Reduce -3.4% 23,524 $2.2M
Carnegie Investment Counsel 0.04% Add +16.0% 23,518 $2.2M
Quadrant Capital Group LLC 0.07% Add +0.0% 23,419 $2.2M
Bank of New Hampshire 0.50% Reduce -2.4% 23,384 $2.2M
Virtue Asset Management LLC 1.83% — 23,337 $2.2M
Jefferies Financial Group Inc. 0.02% Add +77.4% 23,305 $2.2M
Advyzon Investment Management, LLC 0.37% Add +1.4% 23,241 $2.2M
Viewpoint Capital Management LLC 0.95% Add +3.0% 23,097 $2.2M
Horizons Wealth Management 1.48% Reduce -3.0% 23,034 $2.2M
Certuity, LLC 0.15% Add +140.8% 22,912 $2.1M
Resonant Capital Advisors, LLC 0.12% Reduce -4.2% 22,829 $2.1M
LOM Asset Management Ltd 0.65% Add +1.4% 22,810 $2.1M
RiverGlades Family Offices LLC 1.30% No change 22,761 $2.1M
Hiley Hunt Wealth Management 1.00% Reduce -8.0% 22,760 $2.1M
Washington Trust Advisors, Inc. 0.16% Add +0.1% 22,692 $2.1M
CM Wealth Advisors LLC 0.56% Add +8.2% 22,691 $2.1M
Lionsbridge Wealth Management LLC 2.08% Add +1.8% 22,658 $2.1M
Atticus Wealth Management, LLC 0.53% Reduce -5.4% 22,612 $2.1M
Sterling Capital Management LLC 0.03% Reduce -3.4% 22,580 $2.1M
First Interstate Bank 0.12% Reduce -37.0% 22,561 $2.1M
SkyView Investment Advisors, LLC 0.27% No change 22,553 $2.1M
Optas, LLC 0.36% No change 22,540 $2.1M
Brightwater Advisory LLC 1.44% Reduce -1.2% 22,525 $2.1M
Berkshire Asset Management LLC 0.09% Add +1.1% 22,525 $2.1M
Strategic Financial Concepts, LLC 0.31% Reduce -1.4% 22,502 $2.1M
Florida Trust Wealth Management Co 0.06% Add +6.5% 22,472 $2.1M
Fairway Wealth LLC 0.59% Reduce -2.3% 22,424 $2.1M
Trust Co. of Vermont 0.09% Add +1.3% 22,411 $2.1M
James J. Burns & Company, LLC 0.31% Reduce -0.8% 22,375 $2.1M
Lighthouse Financial LLC 1.38% Add +101.7% 22,365 $2.1M
Edge Financial Advisors LLC 0.93% Reduce -0.7% 22,257 $2.1M
Trinity Financial Advisors LLC 0.60% No change 22,246 $2.1M
Principal Securities, Inc. 0.03% Reduce -5.0% 21,981 $2.1M
FDx Advisors, Inc. 0.61% Reduce -0.3% 21,707 $2.1M
B. Riley Wealth Advisors, Inc. 0.10% Reduce -18.9% 21,941 $2.0M
Wedbush Securities Inc. 0.07% Reduce -5.2% 21,922 $2.0M
Hall Laurie J Trustee 0.67% No change 21,879 $2.0M
Valpey Financial Services, LLC 1.34% Reduce -0.4% 21,859 $2.0M
Hubbell Strickland Wealth Management, LLC 0.83% Add +8.3% 21,725 $2.0M
Sax Wealth Advisors, LLC 0.11% Add +2.3% 21,512 $2.0M
Sage Mountain Advisors LLC 0.12% Reduce -42.2% 21,487 $2.0M
Stephens Consulting, LLC 0.69% No change 21,463 $2.0M
Americana Partners, LLC 0.06% Add +27.8% 21,407 $2.0M
Busey Bank 0.06% Reduce -11.1% 21,403 $2.0M
Biltmore Family Office, LLC 0.28% No change 21,399 $2.0M
Sagespring Wealth Partners, LLC 0.04% Reduce -5.0% 21,366 $2.0M
Pallas Capital Advisors LLC 0.07% Add +0.2% 21,365 $2.0M
Perennial Investment Advisors, LLC 0.16% Add +9.7% 21,300 $2.0M
Bank Ozk 0.70% Reduce -6.5% 21,287 $2.0M
Fairman Group, LLC 1.59% No change 21,155 $2.0M
Fusion Family Wealth, LLC 0.15% Add +1.2% 21,111 $2.0M
Chilton Capital Management LLC 0.07% Add +3.1% 21,066 $2.0M
Midland Wealth Advisors, LLC 0.11% Reduce -1.7% 21,035 $2.0M
Eukles Asset Management 0.76% Add +2.3% 21,030 $2.0M
Massachusetts Financial Services Co. 0.00% No change 20,971 $2.0M
Davidson Trust Co. 0.81% Add +2.6% 20,968 $2.0M
Greenline Partners, LLC 0.24% No change 20,948 $2.0M
Athena Investment Management 1.02% No change 20,869 $1.9M
Smithfield Trust Co 0.09% Reduce -1.9% 20,860 $1.9M
Evoke Wealth, LLC 0.04% Add +19.9% 20,844 $1.9M
Global Strategic Investment Solutions, LLC 0.19% No change 20,797 $1.9M
Second Line Capital, LLC 0.40% Reduce -0.1% 20,794 $1.9M
Parsons Capital Management Inc. 0.11% Reduce -2.5% 20,754 $1.9M
Goelzer Investment Management, Inc. 0.10% Reduce -0.0% 20,692 $1.9M
Cahill Financial Advisors Inc. 0.22% Reduce -4.0% 20,689 $1.9M
Summitry LLC 0.08% New 20,413 $1.9M
United Bank 0.23% No change 20,383 $1.9M
Trail Ridge Investment Advisors, LLC 0.84% No change 20,172 $1.9M
Hansen & Associates Financial Group, Inc. 0.79% Reduce -40.5% 19,571 $1.9M
Foundations Investment Advisors, LLC 0.03% Add +30.6% 20,107 $1.9M
Twele Capital Management, Inc. 0.34% No change 20,012 $1.9M
SageView Advisory Group, LLC 0.06% Add +20.3% 19,957 $1.9M
MGB Wealth Management, LLC 0.53% Reduce -8.5% 19,994 $1.9M
Watts Gwilliam & Co., LLC 0.30% No change 19,870 $1.9M
Chemung Canal Trust Co. 0.37% Add +6.5% 19,856 $1.9M
Lifestyle Asset Management, Inc. 0.63% Add +122.3% 19,797 $1.8M
Abacus Planning Group, Inc. 0.26% Reduce -1.5% 19,781 $1.8M
Veracity Capital LLC 0.59% Reduce -1.6% 19,758 $1.8M
Windsor Capital Management, LLC 0.51% Reduce -0.2% 19,696 $1.8M
VeraBank, N.A. 0.34% Add +2.6% 19,684 $1.8M
Tennessee Valley Asset Management Partners 0.25% New 19,613 $1.8M
Integrated Investment Consultants, LLC 0.31% Add +6.0% 19,482 $1.8M
Frank, Rimerman Advisors LLC 0.12% No change 19,461 $1.8M
Davis R M Inc. 0.03% Add +13.5% 19,451 $1.8M
Curated Wealth Partners LLC 0.22% No change 19,435 $1.8M
Berman McAleer LLC 0.25% — 19,403 $1.8M
Elevation Point Wealth Partners, LLC 0.13% Reduce -50.3% 19,327 $1.8M
Lee Danner & Bass Inc. 0.13% Reduce -0.6% 19,242 $1.8M
Great Waters Wealth Management 0.21% Reduce -5.1% 19,232 $1.8M
LFA - Lugano Financial Advisors SA 0.95% No change 19,219 $1.8M
Beirne Wealth Consulting Services, LLC 0.43% Reduce -1.0% 19,084 $1.8M
Narus Financial Partners, LLC 0.49% Add +17.3% 18,994 $1.8M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.04% Add +2.4% 18,779 $1.8M
Brookstone Capital Management 0.02% Reduce -90.0% 18,771 $1.8M
First Bancorp, Inc 0.93% Add +0.8% 18,650 $1.7M
Buck Wealth Strategies, LLC 0.24% New 18,589 $1.7M
Mayflower Financial Advisors, LLC 0.22% No change 18,563 $1.7M
Moors & Cabot, Inc. 0.08% Reduce -1.1% 18,541 $1.7M
Vestmark Advisory Solutions, Inc. 0.03% Reduce -88.1% 18,505 $1.7M
Blue Trust, Inc. 0.02% Add +2.0% 18,393 $1.7M
Ground Swell Capital, LLC 3.76% New 18,318 $1.7M
KFA Private Wealth Group, LLC 0.49% Add +11.9% 18,304 $1.7M
Smith, Moore & Co. 0.13% Add +0.3% 18,227 $1.7M
Oakwell Private Wealth Management, LLC 0.34% Reduce -0.3% 18,123 $1.7M
Gladstone Institutional Advisory LLC 0.07% Add +3.5% 18,093 $1.7M
Legacy Capital Wealth Partners, LLC 0.37% Add +0.4% 18,051 $1.7M
Clear Harbor Asset Management, LLC 0.12% Add +0.4% 17,976 $1.7M
Indiana Trust & Investment Management Co 0.51% Reduce -1.6% 17,881 $1.7M
Farmers & Merchants Trust Co of Chambersburg PA 0.47% Reduce -10.7% 17,723 $1.7M
MIdWestOne Financial Group, Inc. 0.20% Reduce -8.4% 17,720 $1.7M
Macquarie Group Ltd. 0.00% Add +68.9% 17,620 $1.6M
Alpine Bank Wealth Management 0.23% Reduce -6.5% 17,503 $1.6M
Cobblestone Capital Advisors LLC 0.08% Reduce -0.7% 17,499 $1.6M
Harbour Capital Advisors, LLC 0.33% Reduce -10.4% 17,285 $1.6M
Genesis Wealth Advisors, LLC 1.15% No change 17,414 $1.6M
DF Dent & Co. Inc. 0.02% Add +7.5% 17,252 $1.6M
Hemington Wealth Management 0.21% Reduce -0.1% 17,170 $1.6M
Benjamin Edwards Inc. 0.02% Reduce -2.1% 17,166 $1.6M
Leith Wheeler Investment Counsel Ltd. 0.11% Reduce -7.5% 17,106 $1.6M
Trust Point Inc. 0.13% Reduce -0.5% 16,890 $1.6M
Evergreen Capital Management LLC 0.04% Add +3.4% 16,862 $1.6M
Osborne Partners Capital Management, LLC 0.08% No change 16,851 $1.6M
Tiemann Investment Advisors, LLC 0.60% Add +48.5% 16,845 $1.6M
Teachers Insurance & Annuity Association of America 1.88% Reduce -7.2% 16,845 $1.6M
Riverbridge Partners LLC 0.03% No change 16,647 $1.6M
Triasima Portfolio Management inc. 0.23% Reduce -0.9% 16,638 $1.6M
First Manhattan Co. Llc. 0.00% Add +9.5% 16,566 $1.5M
Lyell Wealth Management, LP 0.11% Reduce -2.7% 16,542 $1.5M
ProVise Management Group, LLC 0.11% Add +0.6% 16,542 $1.5M
Factor Wealth Management LTD 0.38% Add +11.3% 16,490 $1.5M
Regal Investment Advisors LLC 0.10% Add +13.9% 16,482 $1.5M
Equitable Trust Co. 0.07% No change 16,380 $1.5M
Tortoise Investment Management, LLC 0.14% No change 16,358 $1.5M
Hollencrest Capital Management 0.06% No change 16,334 $1.5M
North Star Investment Management Corp. 0.10% Reduce -2.3% 16,292 $1.5M
Well Done, LLC 0.26% No change 16,290 $1.5M
Vise Technologies, Inc. 0.06% Add +0.0% 16,247 $1.5M
Zhang Financial LLC 0.06% Add +3.5% 16,200 $1.5M
TFO Wealth Partners, LLC 0.25% No change 16,182 $1.5M
Plante Moran Financial Advisors, LLC 0.09% Reduce -1.9% 16,176 $1.5M
Adirondack Trust Co. 0.51% Add +8.4% 16,169 $1.5M
Michels Family Financial, LLC 1.17% Reduce -0.1% 16,149 $1.5M
Strategy Asset Managers LLC 0.27% Add +0.2% 16,148 $1.5M
SBI Securities Co., Ltd. 0.04% Reduce -0.0% 16,053 $1.5M
Granite Harbor Advisors, Inc. 0.63% New 16,046 $1.5M
Pine Valley Investments Ltd Liability Co 0.08% Add +0.9% 16,029 $1.5M
XTX Topco Ltd 0.08% Reduce -53.7% 15,911 $1.5M
Lowe Brockenbrough & Co. Inc. 0.08% No change 15,768 $1.5M
GC Wealth Management RIA, LLC 0.05% Add +121.0% 15,763 $1.5M
Independent Advisor Alliance 0.04% Reduce -17.6% 15,727 $1.5M
Group One Trading LLC 0.04% Add +330.3% 15,722 $1.5M
Firestone Capital Management 0.32% No change 15,693 $1.5M
Wedmont Private Capital 0.05% No change 15,485 $1.5M
Redwood Park Advisors LLC 1.09% Reduce -1.3% 15,640 $1.5M
Legacy Bridge, LLC 0.61% Add +1.5% 15,634 $1.5M
Builder Investment Group Inc. 0.33% Reduce -0.3% 15,627 $1.5M
Strategic Investment Advisors / MI 0.13% Add +1027.8% 175,693 $1.5M
Wingate Wealth Advisors, Inc. 1.01% Add +0.8% 15,565 $1.5M
Stordahl Capital Management, Inc. 0.30% Add +0.2% 15,429 $1.4M
CGN Advisors LLC 0.12% Reduce -5.0% 15,356 $1.4M
Wolff Financial Management LLC 0.33% Reduce -3.9% 15,343 $1.4M
RFG Advisory, LLC 0.03% Add +24.6% 15,337 $1.4M
Orrstown Financial Services Inc. 0.24% Reduce -1.6% 15,335 $1.4M
Insigneo Advisory Services, LLC 0.10% Add +0.1% 15,325 $1.4M
City Center Advisors, LLC 1.39% Add +19.8% 15,279 $1.4M
Patten Group, Inc. 0.28% Add +20.6% 15,214 $1.4M
Cambridge Advisors Inc. 0.28% No change 15,186 $1.4M
MTM Investment Management, LLC 0.45% Add +4.8% 15,165 $1.4M
Legacy Advisors, LLC 0.17% — 15,155 $1.4M
Hickory Point Bank & Trust 1.06% Add +8.5% 15,136 $1.4M
Texas Yale Capital Corp. 0.04% No change 15,079 $1.4M
Long Road Investment Counsel, LLC 0.50% No change 15,065 $1.4M
Gladwyn Financial Advisors, Inc. 1.01% Add +2.5% 15,060 $1.4M
Rossmore Private Capital 0.15% No change 15,000 $1.4M
LaSalle St. Investment Advisors, LLC 0.25% Add +0.3% 15,003 $1.4M
Tompkins Financial Corp. 0.12% No change 14,992 $1.4M
Affiance Financial, LLC 0.25% No change 14,967 $1.4M
Beacon Financial Group 0.14% Reduce -3.4% 14,959 $1.4M
Eagle Global Advisors LLC 0.05% Add +1.7% 14,955 $1.4M
Savior LLC 6.21% Add +12.3% 14,952 $1.4M
Sunburst Financial Group, LLC 0.29% Reduce -0.2% 14,929 $1.4M
Hexagon Capital Partners LLC 0.28% Reduce -0.8% 14,917 $1.4M
Contravisory Investment Management, Inc. 0.27% Add +10.3% 14,909 $1.4M
CSM Advisors, LLC 0.04% No change 14,900 $1.4M
Apella Capital, LLC 0.03% Reduce -1.0% 14,735 $1.4M
Matrix Asset Advisors Inc. 0.13% Reduce -6.1% 14,825 $1.4M
Axxcess Wealth Management, LLC 0.03% Add +8.6% 14,808 $1.4M
Mainsail Asset Management, LLC 0.61% New 14,800 $1.4M
SummitTX Capital, L.P. 0.06% New 14,795 $1.4M
Avantax Planning Partners, Inc. 0.04% Reduce -0.0% 14,777 $1.4M
Bahl & Gaynor LLC 0.01% Add +15.5% 14,726 $1.4M
Cahaba Wealth Management, Inc. 0.10% No change 14,700 $1.4M
Sterling Investment Advisors, Ltd. 0.27% Add +19.5% 14,844 $1.4M
Vanguard Capital Wealth Advisors 1.10% New 14,675 $1.4M
Henrickson Nauta Wealth Advisors, Inc. 0.43% No change 14,632 $1.4M
Deroy & Devereaux Private Investment Counsel Inc. 0.07% Add +48.2% 14,600 $1.4M
Members Trust Co 0.04% Reduce -2.8% 14,508 $1.4M
Hudson Portfolio Management LLC 1.20% Add +6.3% 14,499 $1.4M
Emprise Bank 0.58% No change 14,452 $1.3M
Texas Capital Bancshares Inc 0.53% Reduce -0.9% 14,441 $1.3M
Roehl & Yi Investment Advisors, LLC 0.59% Add +0.5% 14,437 $1.3M
Franklin, Parlapiano, Turner & Welch, LLC 0.34% No change 14,369 $1.3M
SOA Wealth Advisors, LLC. 0.22% Add +39.7% 14,368 $1.3M
TCI Wealth Advisors, Inc. 0.08% Add +1.5% 14,302 $1.3M
Ledyard National Bank 0.12% Reduce -0.8% 14,280 $1.3M
Diversified Portfolios, Inc. 0.12% Reduce -2.1% 14,269 $1.3M
Ironwood Investment Counsel, LLC 0.19% Add +18.0% 14,227 $1.3M
Lion Street Advisors, LLC 0.46% Reduce -60.5% 16,457 $1.3M
Highland Capital Management, LLC 0.07% Reduce -0.1% 14,155 $1.3M
Edgestream Partners, L.P. 0.04% New 14,122 $1.3M
Private Client Services, LLC 0.44% Add +1.6% 14,083 $1.3M
River Wealth Advisors LLC 0.15% Reduce -3.0% 14,077 $1.3M
Del-Sette Capital Management, LLC 0.81% Reduce -2.0% 14,007 $1.3M
JARISLOWSKY, FRASER Ltd 0.01% No change 14,000 $1.3M
Aspen Capital Management, LLC 0.33% No change 14,000 $1.3M
Betterment LLC 0.00% Reduce -7.6% 13,956 $1.3M
Paladin Advisory Group, LLC 1.02% No change 13,950 $1.3M
WCM Investment Management, LLC 0.00% Add +77.2% 13,982 $1.3M
Balboa Wealth Partners 0.22% Add +10.8% 13,794 $1.3M
Beaumont Financial Advisors, LLC 0.09% No change 13,782 $1.3M
Turtle Creek Wealth Advisors, LLC 0.11% Add +3.6% 13,759 $1.3M
NerdWallet Wealth Partners, LLC 0.63% — 13,758 $1.3M
Sovereign Financial Group, Inc. 0.24% No change 13,758 $1.3M
Cubist Systematic Strategies, LLC 0.02% New 13,723 $1.3M
Traynor Capital Management, Inc. 0.07% Reduce -3.4% 13,668 $1.3M
Towerpoint Wealth, LLC 0.52% Reduce -1.2% 13,648 $1.3M
Red Tortoise LLC 0.56% Reduce -0.1% 13,646 $1.3M
First Merchants Corp. 0.05% No change 13,625 $1.3M
Victory Financial Group, LLC 0.17% Reduce -4.3% 13,510 $1.3M
Valued Retirements, Inc. 1.42% No change 14,071 $1.3M
Condor Capital Management 0.10% Reduce -0.8% 13,382 $1.2M
TFC Financial Management, Inc. 0.16% No change 13,344 $1.2M
Stratos Investment Management, LLC 0.05% Reduce -6.3% 13,334 $1.2M
Frederick Financial Consultants, LLC 0.70% Add +28.8% 13,286 $1.2M
Haverford Trust Co 0.01% Reduce -1.5% 13,194 $1.2M
Sunflower Bank, N.A. 0.30% No change 13,190 $1.2M
PKS Advisory Services, LLC 0.29% Add +5.0% 13,155 $1.2M
Core Wealth Advisors, Inc. 0.32% Add +16.2% 13,122 $1.2M
Natixis 0.01% New 13,107 $1.2M
Greenup Street Wealth Management LLC 0.19% Add +3.1% 13,088 $1.2M
Sentinel Trust Co. Lba 0.12% Reduce -7.2% 13,049 $1.2M
Chapin Davis, Inc. 0.30% Reduce -2.6% 13,043 $1.2M
Saxon Interests, Inc. 0.47% Add +18.0% 13,248 $1.2M
Sapient Capital LLC 0.02% Reduce -0.5% 12,997 $1.2M
Exencial Wealth Advisors, LLC 0.04% Reduce -0.3% 12,934 $1.2M
GFS Advisors, LLC 0.15% Add +4.5% 12,869 $1.2M
CFM Wealth Partners LLC 0.17% No change 12,854 $1.2M
Northeast Investment Management 0.05% No change 12,806 $1.2M
Sandy Cove Advisors, LLC 0.38% No change 12,752 $1.2M
Legacy Capital Group California, Inc. 0.30% Add +8.3% 12,744 $1.2M
Tocqueville Asset Management L.P. 0.02% Add +63.1% 12,737 $1.2M
Corundum Trust Company, INC 2.58% Reduce -0.1% 12,726 $1.2M
Brandywine Oak Private Wealth LLC 0.10% No change 12,717 $1.2M
WealthShield Partners, LLC 0.13% Add +2.4% 12,631 $1.2M
Vontobel Holding Ltd. 0.00% Add +35.3% 12,542 $1.2M
Simplicity Wealth,LLC 0.07% Reduce -31.1% 12,520 $1.2M
Mairs & Power Inc. 0.01% Add +6.8% 12,486 $1.2M
Journey Advisory Group, LLC 0.09% Reduce -16.8% 12,359 $1.2M
Bank of Marin 0.82% Reduce -4.8% 12,352 $1.2M
Advocacy Wealth Management, LLC 0.05% New 12,345 $1.2M
Colonial Trust Co / SC 0.15% Add +2.8% 12,287 $1.1M
High Net Worth Advisory Group LLC 0.28% No change 12,250 $1.1M
Aspen Investment Management Inc 0.44% No change 12,180 $1.1M
BridgePort Financial Solutions, LLC 0.30% Add +1.3% 12,149 $1.1M
Manhattan West Asset Management, LLC 0.24% Reduce -3.5% 12,117 $1.1M
Radnor Capital Management, LLC 0.17% No change 12,100 $1.1M
1832 Asset Management L.P. 0.00% Reduce -5.8% 12,059 $1.1M
Truepoint, Inc. 0.03% Reduce -8.7% 12,043 $1.1M
Forte Asset Management LLC 0.54% Reduce -15.8% 12,030 $1.1M
Apeiron RIA LLC 0.25% Add +5.3% 12,072 $1.1M
Park National Corp. 0.04% Reduce -0.3% 11,993 $1.1M
Rebalance, LLC 0.07% Reduce -61.8% 11,978 $1.1M
Keystone Wealth Services, LLC 0.24% No change 11,959 $1.1M
IFG Advisory, LLC 0.05% No change 11,898 $1.1M
Garde Capital, Inc. 0.06% Add +20.0% 11,868 $1.1M
GW&K Investment Management, LLC 0.01% No change 11,829 $1.1M
Fortis Capital Advisors, LLC 0.17% Reduce -32.1% 11,771 $1.1M
Pitcairn Co. 0.09% Add +1.0% 11,759 $1.1M
Ironwood Wealth Management, LLC. 0.37% Reduce -13.2% 11,743 $1.1M
Baron Wealth Management LLC 0.36% No change 11,686 $1.1M
Savvy Advisors, Inc. 0.05% Add +4.7% 11,663 $1.1M
Empower Advisory Group, LLC 0.00% Add +7.5% 11,653 $1.1M
Panagora Asset Management Inc. 0.00% Reduce -62.7% 11,641 $1.1M
David J Yvars Group 0.58% Reduce -0.8% 11,634 $1.1M
Navis Wealth Advisors, LLC 0.81% Add +10.2% 11,613 $1.1M
Partners in Financial Planning 0.19% Add +5.0% 11,610 $1.1M
MidAtlantic Capital Management, Inc. 0.74% No change 11,604 $1.1M
German American Bancorp, Inc. 0.10% No change 11,599 $1.1M
Insight Wealth Strategies, LLC 0.13% Add +14.9% 11,538 $1.1M
Ameritas Advisory Services, LLC 0.07% Reduce -33.4% 11,488 $1.1M
Money Concepts Capital Corp. 0.07% New 11,456 $1.1M
Capital Investment Advisors, LLC 0.02% Add +7.3% 11,452 $1.1M
TCV Trust & Wealth Management, Inc. 0.09% Reduce -0.3% 11,452 $1.1M
Kingswood Wealth Advisors, LLC 0.06% Add +30.9% 11,388 $1.1M
Truefg, LLC 0.29% Reduce -0.3% 11,385 $1.1M
Cyndeo Wealth Partners, LLC 0.06% Add +1.6% 11,384 $1.1M
MSH Capital Advisors LLC 0.28% Add +34.8% 11,315 $1.1M
Milestone Asset Management, LLC 0.20% New 11,305 $1.1M
SeaCrest Wealth Management, LLC 0.11% Reduce -10.4% 11,124 $1.1M
Seven Post Investment Office LP 0.38% Reduce -44.5% 11,268 $1.1M
Eagle Rock Investment Company, LLC 0.16% Reduce -0.8% 11,267 $1.1M
SC&H Financial Advisors, Inc. 0.17% Reduce -4.4% 11,221 $1.0M
Wealthspire Retirement, LLC 0.07% No change 11,210 $1.0M
ORBA Wealth Advisors, L.L.C. 0.86% No change 11,178 $1.0M
Compass Planning Associates Inc 0.95% No change 11,074 $1.0M
Kanawha Capital Management LLC 0.07% No change 11,029 $1.0M
Alpha Cubed Investments, LLC 0.04% Reduce -7.6% 11,026 $1.0M
Independent Wealth Network Inc. 0.33% Add +1.0% 10,994 $1.0M
Pennington Partners & Co., LLC 0.49% No change 10,980 $1.0M
Cordgrass Capital Advisors, LLC 0.25% Add +3.4% 10,971 $1.0M
JSF Financial, LLC 0.23% Reduce -20.6% 10,893 $1.0M
Logan Stone Capital, LLC 0.46% Add +30.6% 10,886 $1.0M
Breakwater Capital Group 0.15% Reduce -0.7% 10,849 $1.0M
GM Advisory Group, LLC 0.04% Add +15.4% 10,846 $1.0M
21 West Wealth Management LLC 0.96% No change 10,846 $1.0M
Ritter Daniher Financial Advisory LLC / DE 0.18% Reduce -4.9% 10,838 $1.0M
Tranquilli Financial Advisor LLC 0.60% Add +13.1% 10,810 $1.0M
Blue Zone Wealth Advisors, LLC 0.20% New 10,772 $1.0M
Stratos Wealth Advisors, LLC 0.05% Reduce -38.5% 10,767 $1.0M
SPC Financial, Inc. 0.08% Add +3.2% 10,760 $1.0M
Noble Wealth Management PBC 0.53% — 10,757 $1.0M
Anchor Capital Advisors LLC 0.03% Reduce -6.9% 10,672 $996K
Capital Planning Advisors, LLC 0.14% Reduce -7.0% 10,650 $994K
Archvest Wealth Advisors, Inc. 0.88% Reduce -10.7% 10,614 $991K
CENTRAL TRUST Co 0.02% Add +14.8% 10,582 $988K
Mainstay Capital Management LLC 0.10% Reduce -49.1% 10,559 $986K
Flagship Harbor Advisors, LLC 0.04% Add +0.9% 10,506 $981K
MBL Wealth, LLC 0.09% Reduce -0.4% 10,450 $976K
Patriot Investment Management Group, Inc. 0.06% Add +0.1% 10,392 $970K
Bridges Investment Management Inc. 0.01% Add +117.6% 10,384 $970K
O'Connor Financial Group LLC 0.41% Add +0.3% 10,368 $968K
HORAN Wealth, LLC 0.15% Add +46.1% 10,359 $967K
New Age Alpha Advisors, LLC 0.04% Reduce -2.6% 10,344 $966K
Total Investment Management Inc. 0.13% Reduce -0.7% 10,307 $962K
HUB Investment Partners, LLC 0.04% Add +105.2% 10,298 $962K
Pacific Financial Group Inc. 0.71% Add +65.5% 10,298 $961K
Private Wealth Group, LLC 0.48% No change 10,262 $958K
Stephenson & Company, Inc. 0.55% No change 10,257 $958K
Axis Wealth Partners, LLC 0.56% Reduce -14.1% 10,224 $955K
Smartleaf Asset Management LLC 0.06% Add +61.0% 10,264 $955K
Next Capital Management LLC 0.32% No change 10,216 $954K
Pine Haven Investment Counsel, Inc 0.69% No change 10,197 $952K
Toronto Dominion Bank 0.00% Add +33.8% 10,187 $950K
Lansing Street Advisors 0.25% No change 10,139 $947K
Shayne & Jacobs, LLC 0.29% No change 10,053 $939K
Woodmont Investment Counsel LLC 0.06% Reduce -0.3% 10,042 $938K
Leigh Baldwin & Co., LLC 0.53% Add +0.5% 10,019 $935K
West Michigan Advisors, LLC 0.22% New 10,007 $934K
Holistic Financial Partners 0.38% Reduce -16.2% 9,977 $932K
Gen-Wealth Partners Inc 0.31% No change 9,958 $930K
McIlrath & Eck, LLC 0.10% Add +0.7% 9,957 $930K
Cordatus Wealth Management LLC 0.22% Add +41.1% 9,906 $925K
Peterson Wealth Advisors, LLC 0.14% No change 9,779 $924K
Golden State Wealth Management, LLC 0.10% Reduce -3.4% 9,888 $923K
Headinvest, LLC 0.19% Reduce -7.8% 9,876 $922K
Discipline Wealth Solutions, LLC 0.24% Add +30.3% 9,851 $920K
Reston Wealth Management LLC 0.30% No change 9,818 $917K
Sunbelt Securities, Inc. 0.06% Add +13.8% 9,776 $913K
Oakworth Capital, Inc. 0.05% Reduce -1.5% 9,755 $911K
Whalerock Point Partners, LLC 0.18% No change 9,750 $910K
Park Capital Management, LLC / WI 0.73% Add +0.5% 9,745 $910K
Private Wealth Management Group, LLC 0.25% No change 9,715 $907K
RKL Wealth Management LLC 0.08% No change 9,714 $907K
Nestegg Advisors, Inc. 0.80% Reduce -1.1% 9,697 $905K
Camden National Bank 0.13% No change 9,696 $905K
Marietta Wealth Management, LLC 0.11% No change 9,688 $905K
Salem Investment Counselors Inc. 0.03% Reduce -4.5% 9,669 $903K
Aspen Grove Capital, LLC 0.15% Add +89.7% 9,653 $901K
Signaturefd, LLC 0.01% Add +8.5% 9,596 $896K
Empirical Asset Management, LLC 0.25% Add +8.3% 9,589 $895K
LCNB Corp. 0.31% Reduce -5.9% 9,584 $895K
Koshinski Asset Management, Inc. 0.06% Add +12.1% 9,524 $889K
Beacon Bank & Trust 0.19% Reduce -1.9% 9,523 $889K
Burney Co./ 0.03% Reduce -5.2% 9,515 $888K
Wells Trecaso Financial Group, LLC 0.42% Reduce -14.0% 9,495 $887K
Cypress Wealth Services, LLC 0.14% No change 9,417 $879K
Nicolet Advisory Services, LLC 0.07% Add +110.8% 9,290 $878K
ESL Trust Services, LLC 0.17% No change 9,352 $873K
Eight 31 Financial, LLC 0.49% No change 9,351 $873K
Studio Investment Management LLC 0.16% Add +13.7% 9,350 $873K
PFG Investments, LLC 0.05% Add +9.2% 9,304 $869K
Roof Eidam Maycock Peralta, LLC 0.21% Add +13.9% 9,300 $868K
Sunpointe, LLC 0.31% Add +10.4% 9,281 $867K
Waterford Advisors, LLC 0.30% Add +232.8% 9,246 $863K
Clear Point Advisors Inc. 0.67% No change 9,244 $863K
Yardley Wealth Management LLC 0.48% No change 9,241 $863K
Asset Dedication, LLC 0.06% Add +0.9% 9,226 $861K
Cypress Financial Planning LLC 0.26% Reduce -2.5% 9,210 $860K
Elgethun Capital Management 0.16% No change 9,137 $859K
Arcus Capital Partners, LLC 0.38% Add +13.4% 9,192 $858K
Mezzasalma Advisors, LLC 0.22% No change 9,191 $858K
CWA Asset Management Group, LLC 0.03% Reduce -31.0% 9,175 $857K
Purkiss Capital Advisors LLC 0.41% Reduce -3.3% 9,172 $856K
Financial Management Network Inc. 0.14% Add +131.7% 8,983 $856K
Angeles Wealth Management, LLC 0.05% Add +209.4% 9,149 $854K
Lifeworks Advisors, LLC 0.11% Add +0.7% 9,127 $852K
Main Street Financial Solutions, LLC 0.05% Add +2.0% 9,109 $850K
Alley Investment Management Company, LLC 0.10% No change 9,095 $849K
Wealth Preservation Advisors, LLC 0.49% Add +30.0% 9,069 $847K
Sigma Planning Corp 0.02% Add +2.5% 9,058 $846K
Beese Fulmer Investment Management, Inc. 0.06% Reduce -13.2% 9,020 $842K
Missouri Trust & Investment Co 0.25% No change 9,005 $841K
American National Bank & Trust 0.08% Reduce -9.1% 8,984 $839K
Bond & Devick Financial Network, Inc. 0.25% Add +21.7% 8,975 $838K
Trust Co. of Oklahoma 0.25% No change 8,921 $833K
InvesTrust 0.30% Add +0.5% 8,913 $832K
Earnest Partners LLC 0.00% Reduce -29.8% 8,905 $831K
Caldwell Trust Co 0.08% Add +4.8% 8,871 $828K
Stage Harbor Financial, LLC 0.61% Add +27.9% 8,867 $828K
Relyea Zuckerberg Hanson LLC 0.09% No change 8,864 $828K
Alpha Omega Wealth Management LLC 0.14% No change 8,861 $827K
Thoroughbred Financial Services, LLC 0.05% Add +0.3% 8,855 $826K
Disciplined Investments, LLC 0.33% Reduce -2.0% 8,815 $823K
Bangor Savings Bank 0.07% Add +43.5% 8,719 $814K
Easterly Investment Partners LLC 0.05% No change 8,631 $806K
Donor Advised Charitable Giving, Inc. 0.02% Reduce -0.9% 8,589 $802K
Bragg Financial Advisors, Inc 0.03% Add +5.9% 8,568 $800K
Thomasville National Bank 0.05% Reduce -5.2% 8,560 $799K
Tred Avon Family Wealth, LLC 0.27% — 8,517 $795K
Personal Cfo Solutions, LLC 0.14% Reduce -4.4% 8,478 $792K
Bright Financial Advisors, Inc. 0.39% Add +3.2% 8,452 $789K
Park Edge Advisors, LLC 0.18% Add +5.8% 8,441 $788K
RPS Advisory Solutions LLC 0.39% Reduce -13.3% 8,435 $788K
Fidelity D & D Bancorp Inc. 0.43% No change 8,426 $787K
Impact Capital Partners LLC 0.24% Add +53.9% 8,418 $786K
Aspen Wealth Management LLC 0.17% No change 8,416 $786K
Peak Asset Management, LLC 0.14% No change 8,405 $785K
Argent Advisors, Inc. 0.23% Add +1.1% 8,375 $782K
Peoples Bank 0.48% Reduce -0.6% 8,364 $781K
Debussy Capital Management LP 0.11% Reduce -1.5% 8,360 $781K
Alexander Randolph Advisory, Inc. 0.64% Add +15.2% 8,358 $780K
Fca Corp. 0.22% Reduce -2.0% 8,348 $779K
Guidance Point Advisors, LLC 0.19% Reduce -7.8% 8,337 $779K
Hohimer Wealth Management, LLC 0.11% No change 8,331 $778K
Mizuho Markets Cayman LP 0.07% New 8,323 $777K
Romano Brothers and Company 0.09% Reduce -2.1% 8,287 $774K
Trust Co of the South 0.13% No change 8,270 $772K
Tidal Investments LLC 0.00% New 8,266 $772K
Collective Family Office LLC 0.18% No change 8,236 $769K
Exchange Bank 0.53% No change 8,207 $766K
Koss-Olinger Consulting, LLC 0.06% Add +6.5% 8,565 $766K
Moisand Fitzgerald Tamayo, LLC 0.09% No change 8,203 $766K
Chemistry Wealth Management LLC 0.15% No change 8,196 $765K
Parcion Private Wealth LLC 0.05% Add +4.7% 8,180 $764K
Cypress Capital Group 0.09% Add +5.1% 8,176 $763K
MFA Wealth Services 0.53% No change 8,175 $763K
Security Financial Services, INC. 0.12% Reduce -2.2% 8,167 $763K
MBA Advisors LLC 0.32% No change 8,100 $756K
Consilium Wealth Advisory, LLC 0.29% No change 8,100 $756K
SeaBridge Investment Advisors LLC 0.12% No change 8,100 $756K
Boston Family Office LLC 0.05% No change 8,097 $756K
Amplius Wealth Advisors, LLC 0.07% Reduce -5.8% 8,080 $754K
St Germain D J Co. Inc. 0.03% Add +0.1% 8,077 $754K
Interchange Capital Partners, LLC 0.15% No change 8,076 $754K
Centerpoint Advisors, LLC 0.23% Reduce -5.1% 8,060 $753K
3Chopt Investment Partners, LLC 0.17% No change 8,038 $751K
Ancora Advisors LLC 0.01% Add +2.8% 7,994 $746K
Ullmann Wealth Partners Group, LLC 0.08% Reduce -8.1% 7,982 $745K
Elevation Wealth Partners, LLC 0.27% Reduce -1.9% 7,977 $745K
Essex Bank 0.17% Reduce -20.1% 7,962 $743K
Optimum Investment Advisors 0.29% Reduce -1.9% 7,940 $741K
Aspect Partners, LLC 0.34% Reduce -69.8% 7,933 $741K
Mine & Arao Wealth Creation & Management, LLC. 0.30% Add +1.0% 7,903 $738K
Bath Savings Trust Co 0.07% Add +10.1% 7,879 $736K
Peoples Bank 0.72% Reduce -14.2% 7,806 $729K
Townsend Asset Management Corp. /NC/ 0.26% Reduce -1.4% 7,804 $729K
Investment Research Partners LLC 0.33% — 7,654 $728K
Formidable Asset Management, LLC 0.11% Reduce -1.9% 8,128 $727K
Revolve Wealth Partners, LLC 0.09% No change 7,769 $725K
TruNorth Capital Management, LLC 0.14% No change 7,766 $725K
Family Capital Trust Co 0.24% Reduce -6.5% 7,765 $725K
World Equity Group, Inc. 0.16% Reduce -0.7% 7,757 $724K
AlphaCore Capital LLC 0.02% Add +3.3% 7,748 $723K
Prime Capital Investment Advisors, LLC 0.01% Reduce -3.1% 7,728 $722K
Mizuho Markets Americas LLC 0.02% Reduce -56.3% 7,700 $719K
tru Independence LLC 0.19% Reduce -7.7% 7,691 $718K
Essex Financial Services, Inc. 0.04% Add +0.3% 7,677 $717K
Opinicus Capital, Inc. 0.50% Add +0.7% 7,660 $715K
Doliver Advisors, LP 0.18% Add +0.4% 7,660 $715K
Perritt Capital Management Inc 0.34% No change 7,659 $715K
Cadent Capital Advisors, LLC 0.19% New 7,650 $714K
Mechanics Bank Trust Department 0.10% No change 7,636 $713K
SimpliFi, Inc. 0.30% Reduce -22.0% 7,635 $713K
Clarity Financial LLC 0.07% Reduce -6.5% 7,617 $711K
Yukon Wealth Management, Inc. 0.23% Reduce -29.8% 7,585 $708K
JNBA Financial Advisors 0.06% No change 7,579 $708K
Liberty Wealth Management LLC 0.10% Add +0.3% 7,512 $701K
Clifford Swan Investment Counsel LLC 0.02% No change 7,501 $700K
Beaird Harris Wealth Management, LLC 0.05% Reduce -6.1% 7,500 $700K
Genesee Capital Advisors, LLC 0.30% Reduce -13.4% 7,494 $700K
Leisure Capital Management 0.24% Add +15.4% 7,490 $699K
Lincoln Capital Corp. 0.25% Reduce -0.6% 7,490 $699K
Certified Advisory Corp 0.07% Add +24.9% 7,461 $697K
Sound View Wealth Advisors Group, LLC 0.05% Reduce -0.1% 7,447 $695K
Stelac Advisory Services LLC 0.24% No change 7,415 $692K
Sentry LLC 0.17% Add +8.4% 7,412 $692K
Oarsman Capital, Inc. 0.10% Add +3.6% 7,382 $689K
PBMares Wealth Management LLC 0.11% Reduce -0.2% 7,370 $688K
Capital Management Associates, Inc 0.19% Add +111.7% 7,334 $685K
InTrack Investment Management Inc 0.41% Reduce -3.8% 7,323 $684K
First American Bank 0.04% No change 7,310 $683K
Aprio Wealth Management, LLC 0.07% Reduce -0.5% 7,290 $681K
Liberty Square Wealth Partners LLC 0.21% Reduce -4.5% 7,288 $680K
Continuum Advisory, LLC 0.07% Add +34.6% 7,277 $679K
Ti-Trust, Inc. 0.43% Add +1.2% 7,276 $679K
Brand Asset Management Group, Inc. 0.19% Add +7.5% 7,237 $676K
Altman Advisors, Inc. 0.26% Reduce -0.7% 7,189 $671K
Armbruster Capital Management, Inc. 0.11% No change 7,182 $671K
Independent Family Office, LLC 0.28% No change 7,174 $670K
Marino, Stram & Associates LLC 0.12% New 7,102 $663K
Charles Schwab Trust Co 0.04% Add +3.8% 7,043 $658K
Measured Risk Portfolios, Inc. 0.71% No change 7,029 $656K
Awm Capital, LLC 0.06% No change 7,000 $654K
Chilton Investment Co. Inc. 0.01% Add +104.9% 6,988 $652K
Meeder Advisory Services, Inc. 0.03% Add +22.1% 6,985 $652K
Anchor Investment Management, LLC 0.05% No change 6,979 $652K
CGC Financial Services, LLC 0.18% No change 6,974 $651K
Trilogy Capital Inc. 0.03% Reduce -6.6% 6,974 $651K
Austin Asset Management Co Inc 0.12% No change 6,952 $649K
Sonata Capital Group Inc. 0.24% Add +7.0% 6,930 $647K
Schrum Private Wealth Management LLC 0.47% Add +10.8% 6,923 $646K
Sage Capital Advisors,llc 0.15% No change 6,921 $646K
Soltis Investment Advisors LLC 0.04% Reduce -16.7% 6,894 $644K
Panoramic Capital Partners, LLC 0.41% No change 6,892 $644K
Trust Co 0.07% No change 6,892 $644K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.01% Add +13.1% 6,749 $640K
Culbertson A N & Co. Inc. 0.09% No change 6,858 $640K
Carret Asset Management, LLC 0.06% Reduce -1.1% 6,822 $637K
Eagle Strategies LLC 0.08% New 6,789 $634K
Gallacher Capital Management LLC 0.25% Reduce -3.4% 6,786 $634K
FLC Capital Advisors 0.12% No change 6,786 $634K
WMG Financial Advisors, LLC 0.21% Reduce -8.7% 6,771 $632K
Pacific Sage Partners, LLC 0.11% No change 6,754 $631K
PFG Advisors 0.03% New 6,735 $629K
Fiduciary Alliance LLC 0.04% Reduce -51.8% 6,693 $625K
SkyOak Wealth, LLC 0.12% Reduce -9.1% 6,679 $624K
CPC Advisors, LLC 0.07% Reduce -8.8% 6,655 $621K
MKD Wealth Coaches, LLC 0.62% No change 6,626 $619K
Arq Wealth Advisors, LLC 0.18% Reduce -0.4% 6,626 $619K
JDM Financial Group LLC 0.26% Reduce -0.9% 6,623 $618K
Great Diamond Partners, LLC 0.12% Add +8.4% 6,618 $618K
GWN Securities Inc. 0.14% Add +60.4% 6,589 $616K
Duncan Williams Asset Management, LLC 0.17% Reduce -3.8% 6,538 $610K
Tilson Financial Group, Inc. 0.20% Reduce -1.9% 6,521 $609K
Cornerstone Wealth Management, LLC 0.03% Add +0.0% 6,505 $607K
Operose Advisors LLC 0.15% No change 6,461 $603K
Frisch Financial Group, Inc. 0.14% No change 6,453 $603K
Ameritas Investment Partners, Inc. 0.02% No change 6,418 $599K
Forum Private Client Group LLC 0.21% Reduce -11.1% 6,379 $596K
Spinnaker Trust 0.03% No change 6,377 $595K
Invesco Ltd. 0.00% Add +131.7% 6,361 $594K
Howard Wealth Management, LLC 0.27% Reduce -0.0% 6,356 $594K
Vested Financial Planning, LLC 0.48% Add +25.3% 6,348 $593K
Montag A & Associates Inc. 0.03% No change 6,312 $589K
Clarkston Capital Partners, LLC 0.01% Add +5.2% 6,302 $588K
Fiduciary Wealth Partners, LLC 0.25% Add +7.6% 6,292 $587K
Generation Capital Management LLC 0.42% New 6,278 $586K
Mascoma Wealth Management LLC 0.13% No change 6,264 $585K
Magnus Financial Group LLC 0.05% Reduce -3.7% 6,248 $583K
TrinityBridge Ltd 0.01% No change 6,232 $582K
Family Office Research LLC 0.25% Reduce -1.3% 6,217 $581K
Finward Bancorp 0.44% Reduce -1.7% 6,217 $580K
Sage Rhino Capital LLC 0.11% No change 6,212 $580K
Rockwood Wealth Management, LLC 0.05% Add +1.7% 6,204 $579K
Investmark Advisory Group LLC 0.25% Add +5.2% 6,199 $579K
Greenwich Wealth Management LLC 0.03% No change 6,185 $577K
CBIZ Investment Advisory Services, LLC 0.02% No change 6,174 $576K
Security National Bank of So Dak 0.29% No change 6,170 $576K
North Berkeley Wealth Management, LLC 0.45% Add +17.9% 6,140 $573K
Dentgroup LLC 0.37% Reduce -0.1% 6,115 $571K
Horizon Advisory Services, Inc. 0.29% Reduce -2.0% 6,103 $570K
Marshall Financial Group Inc. 0.16% No change 6,097 $569K
Lakeshore Financial Planning, Inc. 0.21% No change 6,068 $567K
Ofc Financial Planning, LLC 0.56% Reduce -1.4% 6,056 $565K
Argus Investors' Counsel, Inc. 0.45% Add +0.3% 6,044 $564K
Qube Research & Technologies Ltd 0.00% Reduce -62.8% 6,038 $564K
Heritage Trust Co 0.06% Reduce -24.3% 6,037 $564K
Conservest Capital Advisors, Inc. 0.05% No change 6,032 $563K
Hardin Capital Partners, LLC 0.30% No change 6,029 $563K
Aberdeen Wealth Management LLC 0.35% No change 6,017 $562K
City National Bank of Florida 0.37% No change 6,016 $562K
Nations Financial Group Inc, /Ia/ 0.03% Add +0.5% 5,989 $559K
Taylor Hoffman Capital Management LLC 0.17% No change 5,877 $549K
Berkeley Capital Partners, LLC 0.13% No change 5,875 $549K
Evolution Wealth Advisors, LLC 0.07% Add +21.4% 5,875 $549K
Cynosure Group, LLC 0.06% Add +0.1% 5,869 $548K
Monte Financial Group, LLC 0.20% Reduce -14.2% 5,850 $546K
Mosaic Financial Group, LLC 0.39% No change 5,829 $544K
Norway Savings Bank 0.26% Reduce -0.7% 5,825 $544K
Pinnacle Wealth Management Advisory Group, LLC 0.04% Add +18.4% 5,805 $542K
Colorado Capital Management, Inc. 0.21% Reduce -0.1% 5,806 $542K
Marion Wealth Management 0.13% Reduce -2.2% 5,786 $540K
Financial Advisory Corp 0.08% Reduce -6.1% 5,767 $538K
Sightline Wealth Advisors, LLC 0.24% No change 5,766 $538K
Zacks Investment Management 0.00% Reduce -37.3% 5,743 $536K
Howland Capital Management LLC 0.02% Reduce -0.7% 5,714 $534K
Wealth Dimensions Group, Ltd. 0.11% Add +3.0% 5,713 $533K
Zions Bancorporation, National Association 0.03% No change 5,700 $532K
West Bancorporation Inc. 0.30% Reduce -5.6% 5,684 $531K
LJI Wealth Management, LLC 0.09% No change 5,678 $530K
Dynamic Financial Group 0.46% Add +1.4% 5,671 $530K
Farrell Financial LLC 0.33% Reduce -1.4% 5,669 $529K
Bonfire Financial 0.41% No change 5,667 $529K
HCR Wealth Advisors 0.05% Add +0.2% 5,591 $527K
Financial Guidance Group, Inc. 0.24% No change 5,643 $527K
Creekside Partners 0.23% No change 5,639 $526K
Forum Financial Management, LP 0.01% No change 5,613 $524K
WestHill Financial Advisors, Inc. 0.10% Reduce -4.0% 5,606 $523K
Long Run Wealth Advisors, LLC 0.10% No change 5,598 $523K
Ritholtz Wealth Management 0.01% Add +14.2% 5,596 $522K
DDFG, Inc 0.12% Add +2.4% 5,594 $522K
DB Fitzpatrick & Co, Inc 0.47% Reduce -5.5% 5,584 $521K
YHB Investment Advisors, Inc. 0.04% Reduce -2.8% 5,564 $520K
Woodside Wealth Management LLC 0.41% No change 5,560 $519K
Fifth Third Securities, Inc. 0.04% Reduce -82.2% 5,530 $516K
GTS Securities LLC 0.02% Reduce -68.3% 5,528 $516K
Brookmont Capital Management 0.29% Reduce -26.1% 5,522 $516K
Tucker Asset Management LLC 0.16% Add +12144.4% 5,510 $514K
Clark Asset Management, LLC 0.06% New 5,502 $514K
Vista Capital Partners, Inc. 0.05% Reduce -14.8% 5,488 $512K
Kavar Capital Partners Group, LLC 0.07% Add +7.6% 5,484 $512K
Gilman Hill Asset Management, LLC 0.08% Reduce -1.1% 5,461 $510K
Samalin Investment Counsel, LLC 0.18% Add +0.0% 5,448 $509K
Northstar Advisory Group, LLC 0.21% No change 5,445 $508K
Members Wealth LLC 0.32% — 5,376 $506K
Baker Tilly Wealth Management, LLC 0.11% No change 5,401 $504K
Seven Mile Advisory 0.08% Reduce -0.2% 5,386 $503K
North Star Asset Management Inc. 0.02% No change 5,374 $502K
Alpha Zero LLC 0.29% Reduce -2.1% 5,320 $497K
Global Financial Private Client, LLC 0.18% No change 5,320 $497K
Virtue Capital Management, LLC 0.08% Reduce -36.6% 8,683 $496K
Oak Family Advisors, LLC 0.16% Reduce -0.5% 5,300 $495K
Sage Financial Group Inc. 0.03% No change 5,279 $493K
Garner Asset Management Corp 0.20% Add +1.0% 5,256 $491K
Belvedere Trading LLC 0.04% Reduce -90.9% 5,241 $489K
Florida Financial Advisors, LLC 0.15% Reduce -48.3% 5,235 $489K
CNB Bank 0.20% No change 5,232 $489K
Sageworth Trust Co 0.02% Add +32.4% 5,230 $488K
Donaldson Capital Management, LLC 0.02% Reduce -0.6% 5,224 $488K
Potentia Wealth 0.19% Reduce -5.9% 5,209 $486K
Tradition Wealth Management, LLC 0.04% Add +0.3% 5,207 $486K
Clientfirst Wealth Management, LLC 0.39% Reduce -0.9% 5,200 $486K
Pioneer Trust Bank N A 0.11% No change 5,200 $486K
Advantage Trust Co 0.22% Reduce -8.8% 5,190 $485K
Community Trust & Investment Co. 0.03% No change 5,185 $484K
Sageworth Trust Co of South Dakota 0.46% Reduce -22.6% 5,183 $484K
Gables Capital Management Inc. 0.21% No change 5,179 $484K
Jackson Hole Capital Partners, LLC 0.08% No change 5,168 $483K
Telos Capital Management, Inc. 0.05% Reduce -1.1% 5,148 $481K
First Business Financial Services, Inc. 0.04% No change 5,128 $479K
Blake Schutter Theil Wealth Advisors, LLC 0.47% Reduce -37.2% 5,108 $477K
Twin Focus Capital Partners, LLC 0.06% Add +68.5% 5,106 $477K
Center for Financial Planning, Inc. 0.05% No change 5,103 $476K
Turn8 Private Wealth Inc. 0.34% Add +14.2% 5,073 $474K
Key Financial Inc 0.09% Reduce -1.4% 5,030 $474K
Old Second National Bank of Aurora 0.10% No change 5,070 $473K
Arlington Financial Advisors, LLC 0.07% New 5,040 $471K
Duncker Streett & Co. Inc. 0.08% No change 5,016 $468K
Citizens National Bank Trust Department 0.08% No change 5,005 $467K
Kohmann Bosshard Financial Services, LLC 0.05% Add +33.9% 5,001 $467K
Forza Wealth Management, LLC 0.18% No change 5,000 $467K
Acima Private Wealth, LLC 0.15% No change 4,970 $464K
Bison Wealth, LLC 0.04% No change 4,905 $464K
American Wealth Advisors, LLC 0.46% — 4,964 $463K
Ellevest, Inc. 0.07% No change 4,950 $462K
Fortress Private Ledger, LLC 0.17% Reduce -13.4% 4,941 $461K
Grandfield & Dodd, LLC 0.03% No change 4,921 $460K
Magnolia Capital Management Ltd. 0.35% No change 4,915 $459K
DBK Financial Counsel, LLC 0.38% Reduce -2.2% 4,898 $457K
Gradient Capital Advisors, LLC 0.12% No change 4,885 $456K
Sharkey, Howes & Javer 0.06% Add +34.1% 4,885 $456K
Sound Stewardship, LLC 0.22% Reduce -2.8% 4,881 $456K
Delta Investment Management, LLC 0.08% No change 4,873 $455K
NorthCrest Asset Manangement, LLC 0.01% Reduce -2.7% 4,814 $455K
Atalanta Sosnoff Capital, LLC 0.01% Add +20.9% 4,856 $453K
Valley Financial Group, Inc. 0.26% Add +22.6% 4,838 $452K
Physician Wealth Advisors, Inc. 0.06% Reduce -33.6% 4,835 $451K
Northside Capital Management, LLC 0.04% Add +5.0% 4,833 $451K
Castle Wealth Management LLC 0.15% No change 4,816 $450K
Wealth Architects, LLC 0.04% Reduce -1.9% 4,811 $449K
GHP Investment Advisors, Inc. 0.02% Reduce -2.3% 4,797 $448K
OneAscent Financial Services LLC 0.03% Reduce -17.5% 4,785 $447K
Financial Management Professionals, Inc. 0.05% Reduce -1.3% 4,744 $443K
Regent Peak Wealth Advisors LLC 0.09% — 4,742 $443K
Russell Investments Group, Ltd. 0.00% Reduce -4.8% 4,717 $440K
Beta Wealth Group, Inc. 0.17% New 4,702 $439K
Capital Advisory Group Advisory Services, LLC 0.14% No change 4,695 $438K
Councilmark Asset Management, LLC 0.25% No change 4,680 $437K
Piscataqua Savings Bank 0.34% Reduce -5.5% 4,666 $436K
Trace Wealth Advisors, LLC 0.33% No change 4,665 $436K
Fortitude Family Office, LLC 0.12% No change 4,654 $435K
Landmark Wealth Management, LLC 0.17% Reduce -4.1% 4,652 $434K
Dakota Wealth Management 0.01% No change 4,644 $434K
MKT Advisors LLC 0.16% Reduce -2.0% 4,602 $433K
Index Fund Advisors, Inc. 0.02% Reduce -7.2% 4,638 $433K
Meridian Financial Advisors, LLC 0.24% No change 4,632 $432K
Ameriflex Group, Inc. 0.16% Add +510.0% 4,624 $432K
WP Advisors, LLC 0.11% No change 4,620 $431K
OMNI 360 Wealth, Inc. 0.24% No change 4,605 $430K
Integris Wealth Management, LLC 0.10% No change 4,575 $427K
Blue Fin Capital, Inc. 0.07% Reduce -6.6% 4,575 $427K
Financial Partners Group, Inc 0.05% Add +0.3% 4,568 $427K
Richmond Investment Services, LLC 0.08% No change 4,560 $426K
Permanent Capital Management, LP 0.08% — 4,552 $425K
United Asset Strategies, Inc. 0.03% Reduce -10.6% 4,504 $421K
Hillcrest Wealth Advisors - NY, LLC 0.19% No change 4,500 $420K
Wolff Wiese Magana LLC 0.24% Reduce -42.4% 4,456 $416K
HM Payson & Co. 0.01% Reduce -5.6% 4,447 $415K
Vawter Financial, Ltd. 0.19% New 4,444 $415K
Mach-1 Financial Group, LLC 0.07% New 4,442 $415K
Integrity Advisory Solutions, LLC 0.07% — 4,442 $415K
Up Strategic Wealth Investment Advisors LLC 0.31% No change 4,408 $414K
Verum Partners LLC 0.09% Reduce -0.0% 4,429 $414K
49 Wealth Management, LLC 0.04% New 4,426 $413K
Silver Oak Securities, Incorporated 0.03% Add +14.1% 4,408 $412K
Aventura Private Wealth, LLC 0.15% No change 4,387 $410K
Olde Wealth Management, LLC 0.13% — 4,297 $409K
Park Place Capital Corp 0.09% No change 4,362 $407K
Gibson Capital, LLC 0.07% No change 4,357 $407K
Vance Wealth, LLC 0.12% No change 4,350 $406K
Sovran Advisors, LLC 0.04% Reduce -1.7% 4,288 $406K
Meridian Investment Counsel Inc. 0.10% No change 4,323 $404K
Meridian Financial Partners LLC 0.17% No change 4,255 $403K
SMH Capital Advisors Inc. 0.82% No change 4,250 $402K
Cohen Klingenstein LLC 0.01% No change 4,300 $401K
Canopy Partners, LLC 0.13% No change 4,284 $400K
Wealthfront Advisers LLC 0.00% Reduce -1.4% 4,279 $400K
Sound Income Strategies, LLC 0.02% Add +6.9% 4,246 $399K
Searle & Co. 0.11% No change 4,269 $399K
Transcendent Capital Group LLC 0.18% No change 4,266 $398K
Timonier Family Office, LTD. 0.13% No change 4,266 $398K
TRUE Private Wealth Advisors 0.04% Add +5.3% 4,250 $397K
Van Hulzen Asset Management, LLC 0.03% No change 4,245 $396K
Plum Street Advisors, LLC 0.15% No change 4,213 $393K
ARK & TLK Investments, LLC 0.12% Reduce -36.8% 4,209 $393K
Financial Alternatives, Inc 0.24% No change 4,200 $392K
Vertex Planning Partners, LLC 0.07% Add +1.4% 4,185 $391K
Strategic Blueprint, LLC 0.02% Add +0.8% 4,182 $390K
Insight Advisors, LLC/ PA 0.06% Reduce -0.1% 4,170 $390K
Ipswich Investment Management Co., Inc. 0.09% Add +5.9% 4,158 $388K
Foster Victor Wealth Advisors, LLC 0.02% Add +3.3% 4,067 $387K
Horizon Investment Services, LLC 0.15% No change 4,122 $385K
GAMMA Investing LLC 0.02% Add +1.2% 4,115 $384K
Elwood & Goetz Wealth Advisory Group, LLC 0.07% Reduce -0.5% 4,112 $384K
M Wealth Management, LLC 0.34% No change 4,111 $384K
Burling Wealth Partners, LLC 0.06% New 4,109 $384K
Octavia Wealth Advisors, LLC 0.04% Add +36.9% 4,107 $383K
Kathmere Capital Management, LLC 0.03% Reduce -7.1% 4,104 $383K
American Investment Services, Inc. 0.09% Reduce -0.5% 4,089 $382K
Pacific Capital Wealth Advisors, Inc. 0.07% Reduce -9.4% 4,086 $382K
Acorn Wealth Advisors, LLC 0.12% No change 4,075 $380K
Wealthstream Advisors, Inc. 0.06% No change 4,068 $380K
Financial Insights, Inc. 0.13% Reduce -2.1% 4,055 $379K
Interactive Financial Advisors, Inc. 0.20% Reduce -7.9% 4,049 $378K
Family Manage LLC 0.05% No change 4,030 $376K
S.A. Mason LLC 0.17% No change 4,024 $376K
Concord Wealth Partners 0.05% No change 4,020 $375K
KCM Investment Advisors LLC 0.01% Add +1.4% 4,020 $375K
Plimoth Trust Co. LLC 0.08% No change 4,016 $375K
Blue Barn Wealth, LLC 0.16% Reduce -15.2% 4,008 $374K
CPA Asset Management Group, LLC 0.14% No change 4,002 $374K
Shelton Capital Management 0.01% No change 4,002 $374K
Godshalk Welsh Capital Management, Inc. 0.21% No change 4,000 $373K
Carrera Capital Advisors 0.07% No change 3,988 $372K
Pines Wealth Management, LLC 0.13% Reduce -10.4% 3,988 $372K
Sendero Wealth Management, LLC 0.04% No change 3,988 $372K
Arkos Global Advisors 0.05% No change 3,988 $372K
REDW Wealth LLC 0.14% Add +3.3% 3,977 $371K
SIH Partners, LLLP 0.03% No change 3,975 $371K
JPL Wealth Management, LLC 0.09% No change 3,965 $370K
MMBG Investment Advisors Co. 0.03% Add +9.7% 3,950 $369K
Morton Capital Management LLC 0.06% Reduce -52.6% 3,948 $369K
Comprehensive Money Management Services LLC 0.26% No change 3,937 $368K
Cozad Asset Management Inc. 0.03% No change 3,936 $367K
New Covenant Trust Company, N.A. 0.34% Reduce -7.7% 3,931 $367K
Asset Allocation & Management Company, LLC 0.16% No change 3,930 $367K
Leo Wealth, LLC 0.05% Reduce -39.1% 3,897 $364K
Trivant Custom Portfolio Group, LLC 0.19% Add +3.3% 3,881 $362K
Ahl Investment Management, Inc. 0.25% No change 3,869 $361K
Bull Street Advisors, LLC 0.17% No change 3,853 $360K
Siligmueller & Norvid Wealth Advisors LLC 0.16% New 3,848 $359K
Rothschild Wealth LLC 0.08% Add +1.0% 3,848 $359K
Institute for Wealth Management, LLC. 0.04% Add +1.7% 3,838 $358K
Baldwin Investment Management, LLC 0.04% Reduce -9.5% 3,825 $357K
TFB Advisors LLC 0.10% Reduce -3.8% 3,822 $357K
Premier Path Wealth Partners, LLC 0.05% Add +5.8% 3,812 $356K
Trellis Wealth Advisors LLC 0.14% No change 3,800 $355K
Laffer Tengler Investments, Inc. 0.07% New 3,771 $352K
BCS Private Wealth Management, Inc. 0.13% New 3,764 $351K
Evernest Financial Advisors, LLC 0.10% No change 3,756 $351K
Pension & Wealth Management Advisors, Inc. 0.11% No change 3,752 $350K
Next Level Private LLC 0.10% Reduce -0.6% 3,661 $349K
Argentarii, LLC 0.14% No change 3,721 $347K
Lakeridge Wealth Management LLC 0.15% Add +5.8% 3,714 $347K
Claro Advisors Inc. 0.05% Add +0.8% 3,697 $345K
Cortland Associates Inc. 0.04% No change 3,687 $344K
Northstar Financial Companies, Inc. 0.32% Reduce -44.3% 3,684 $344K
RTD Financial Advisors, Inc. 0.04% No change 3,683 $344K
Sentinel Wealth Management, Inc. 0.30% No change 3,650 $341K
Vermillion Wealth Management, Inc. 0.09% No change 3,626 $339K
Kaydan Wealth Management, Inc. 0.10% Reduce -7.8% 3,620 $338K
M.E. Allison & Co., Inc. 0.24% Add +5.1% 3,602 $336K
Uptown Financial Advisors LLC 0.30% No change 3,599 $336K
Monetary Management Group Inc. 0.08% No change 3,595 $336K
Fiduciary Group, LLC 0.03% Reduce -1.1% 3,581 $334K
Earned Wealth Advisors, LLC 0.05% Add +10.6% 3,567 $333K
Cornerstone Wealth Advisors, Inc. 0.08% No change 3,560 $332K
Golden Road Advisors LLC 0.19% No change 3,542 $331K
First National Bank & Trust Co. of Newtown 0.06% No change 3,542 $331K
Accel Wealth Management 0.10% Add +3.8% 3,525 $329K
Steigerwald, Gordon & Koch Inc. 0.03% Reduce -0.8% 3,525 $329K
Legacy Edge Advisors, LLC 0.04% Reduce -28.9% 3,524 $329K
Investor's Fiduciary Advisor Network, LLC 0.11% No change 3,534 $329K
Phocas Financial Corp. 0.04% No change 3,520 $329K
Advisors Capital Management, LLC 0.00% Reduce -27.1% 3,510 $328K
Alpha Financial Advisors, LLC 0.12% Add +0.4% 3,500 $327K
Circle Wealth Management, LLC 0.01% New 3,493 $326K
Cove Private Wealth, LLC 0.10% No change 3,492 $326K
Philip James Wealth Mangement, LLC 0.04% No change 3,472 $324K
Bearing Point Capital, LLC 0.06% Add +8.6% 3,470 $324K
Farmers National Bank 0.08% New 3,465 $324K
Global View Capital Management LLC 0.07% Reduce -2.5% 3,461 $323K
Alta Wealth Advisors LLC 0.12% Reduce -0.3% 3,461 $323K
Financial Perspectives, Inc 0.09% No change 3,461 $323K
Ami Investment Management Inc. 0.07% No change 3,460 $323K
Eldridge Investment Advisors, Inc. 0.07% Reduce -23.4% 3,452 $322K
Morling Financial Advisors, LLC 0.11% No change 3,443 $321K
Occidental Asset Management, LLC 0.04% Add +8.5% 3,437 $321K
Onyx Bridge Wealth Group LLC 0.03% New 3,423 $320K
BBR Partners, LLC 0.02% Add +15.1% 3,410 $318K
McClarren Financial Advisors, Inc. 0.19% Reduce -15.5% 2,879 $318K
Shared Vision Wealth Group LLC 0.13% New 3,349 $316K
Keystone Global Partners, LLC 0.16% Reduce -0.8% 3,375 $315K
Leavell Investment Management, Inc. 0.01% Reduce -40.8% 3,363 $314K
Hanson & Doremus Investment Management 0.04% No change 3,360 $314K
Motive Wealth Advisors 0.13% No change 3,343 $312K
Jacobi Capital Management LLC 0.02% No change 3,339 $312K
Lutz Financial Services LLC 0.02% No change 3,338 $312K
Alterna Wealth Management, Inc. 0.26% Reduce -51.3% 3,336 $311K
Quadrant Private Wealth Management, LLC 0.06% Add +7.1% 3,328 $311K
Fulcrum Capital LLC 0.06% Add +44.3% 3,325 $310K
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 0.05% No change 3,325 $310K
Cottage Street Advisors LLC 0.13% Add +17.9% 3,300 $308K
W.G. Shaheen & Associates DBA Whitney & Co 0.03% No change 3,300 $308K
Copley Financial Group, Inc. 0.21% Reduce -16.7% 3,297 $308K
Bigelow Investment Advisors, LLC 0.12% Add +0.5% 3,295 $308K
Tillman Hartley LLC 0.08% Reduce -49.5% 3,294 $308K
Rogco, LP 0.11% No change 3,277 $306K
Westwood Holdings Group Inc. 0.00% No change 3,270 $305K
TCP Asset Management, LLC 0.05% No change 3,266 $305K
Victory Capital Management Inc. 0.00% Reduce -16.7% 3,255 $304K
Tsfg, LLC 0.05% Add +2.1% 3,244 $303K
BankPlus Trust Department 0.08% No change 3,244 $303K
Riversedge Advisors, LLC 0.05% No change 3,225 $301K
Melfa Wealth Management, Inc. 0.18% No change 3,225 $301K
Watershed Private Wealth LLC 0.10% Reduce -0.0% 3,222 $301K
Holderness Investments Co. 0.06% Reduce -4.6% 3,217 $300K
SFG Wealth Management, LLC. 0.13% No change 3,208 $300K
Grey Ledge Advisors, LLC 0.07% No change 3,206 $299K
Client 1ST Advisory Group, LLC 0.10% No change 3,196 $298K
Pinion Investment Advisors, LLC 0.08% New 3,139 $298K
Elser Financial Planning, Inc 0.36% Reduce -11.0% 3,163 $298K
Semitam Bonam LLC 0.27% No change 3,191 $298K
TPG Advisors LLC 0.20% No change 3,185 $297K
Balanced Wealth Group LLC 0.13% No change 3,330 $297K
Boreal Capital Management LLC 0.28% Add +0.0% 3,176 $297K
Greenwood Capital Associates LLC 0.03% No change 3,175 $296K
McElhenny Sheffield Capital Management, LLC 0.07% New 3,170 $296K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.04% Add +33.2% 3,168 $296K
Cooksen Wealth, LLC 0.22% No change 3,165 $296K
First Trust Advisors LP 0.00% Reduce -0.9% 3,160 $295K
Avion Wealth 0.06% No change 3,166 $295K
Petix & Botte Co 0.07% Reduce -36.6% 3,154 $294K
PACK Private Wealth, LLC 0.14% No change 3,149 $294K
Destiny Wealth Partners, LLC 0.04% Add +7.8% 3,128 $292K
Sard Wealth Management Group, LLC 0.17% No change 3,119 $291K
Summit Wealth Partners, LLC 0.05% No change 3,097 $289K
HHM Wealth Advisors, LLC 0.03% Reduce -5.5% 3,097 $289K
Creative Capital Management Investments LLC 0.09% No change 3,095 $289K
Augustine Asset Management Inc. 0.06% No change 3,073 $287K
J.P. Marvel Investment Advisors, LLC 0.04% No change 3,069 $287K
Yoffe Investment Management, LLC 0.37% No change 3,068 $286K
Medallion Wealth Advisors, LLC 0.10% Reduce -1.6% 3,052 $285K
Kovack Advisors, Inc. 0.03% Reduce -94.4% 3,048 $285K
FC Advisory LLC 0.08% No change 3,048 $285K
Plancorp, LLC 0.01% Reduce -6.2% 3,047 $285K
Willner & Heller, LLC 0.22% Add +4.5% 3,028 $283K
Townsquare Capital LLC 0.04% Add +0.6% 3,024 $282K
Smith Salley Wealth Management 0.01% New 3,007 $281K
Centurion Wealth Management LLC 0.06% No change 2,999 $280K
Lake Street Private Wealth, LLC 0.04% Add +14.5% 2,990 $279K
Aufman Associates Inc 0.16% No change 2,984 $279K
West Paces Advisors Inc. 0.06% Reduce -7.5% 2,979 $278K
Avant Financial Advisors LLC 0.21% No change 2,965 $277K
Icon Wealth Advisors, LLC 0.02% Add +4.0% 2,921 $273K
Windward Private Wealth Management Inc. 0.09% No change 2,902 $271K
EPG Wealth Management LLC 0.07% Reduce -6.6% 2,897 $270K
Trans-Canada Capital Inc. 0.02% Add +4.9% 2,895 $270K
Wealth Alliance, LLC 0.03% New 2,893 $270K
Accurate Wealth Management, LLC 0.04% New 2,880 $269K
Main Street Group, LTD 0.09% Add +2.1% 2,876 $269K
Armor Investment Advisors, LLC 0.08% No change 2,870 $268K
Childress Capital Advisors, LLC 0.05% No change 2,867 $268K
First National Advisers, LLC 0.04% Reduce -3.1% 2,850 $266K
Financial Life Advisors 0.09% No change 2,844 $266K
LVW Advisors, LLC 0.03% New 2,832 $264K
Tribridge Partners Financial LLC 0.12% No change 2,797 $264K
Marquette Associates, Inc. 0.32% No change 2,816 $263K
Trivium Point Advisory, LLC 0.03% No change 2,815 $263K
Omnia Family Wealth, LLC 0.09% No change 2,814 $263K
Signature Estate & Investment Advisors LLC 0.01% Reduce -21.5% 2,813 $263K
Three Bridge Wealth Advisors, LLC 0.07% Reduce -20.0% 2,810 $262K
Fort Sheridan Advisors LLC 0.03% Add +18.4% 2,785 $260K
Successful Portfolios LLC 0.15% Add +7.8% 2,781 $260K
Obsidian Cio, LLC 0.03% Add +14.4% 2,779 $259K
Archford Capital Strategies, LLC 0.03% No change 2,778 $259K
Winthrop Capital Management, LLC 0.06% No change 2,759 $258K
Wealthcare Capital Management LLC 0.03% Add +12.0% 2,752 $257K
BNC Wealth Management, LLC 0.06% Reduce -87.5% 2,746 $256K
Bill Few Associates, Inc. 0.07% Reduce -0.8% 2,744 $256K
Cooper Financial Group 0.03% No change 2,743 $256K
Knights of Columbus Asset Advisors LLC 0.01% Add +11.8% 2,727 $255K
Guyasuta Investment Advisors Inc. 0.01% No change 2,725 $254K
Intellectus Partners, LLC 0.05% Add +0.3% 2,724 $254K
Willow Creek Wealth Management Inc. 0.02% No change 2,722 $254K
Cedar Point Capital Partners, LLC 0.17% No change 2,719 $254K
Armstrong Advisory Group, Inc. 0.02% No change 2,716 $254K
Transatlantique Private Wealth LLC 0.08% No change 2,715 $254K
Bank of Stockton 0.07% No change 2,700 $252K
Sensible Money, LLC 0.09% Reduce -1.4% 2,693 $251K
Galvin, Gaustad & Stein, LLC 0.02% No change 2,692 $251K
Folger Nolan Fleming Douglas Capital Management, Inc. 0.03% No change 2,690 $251K
Mayfair Advisory Group, LLC 0.11% No change 2,688 $251K
Legacies Wealth LLC 0.16% Reduce -88.7% 2,675 $250K
Elk River Wealth Management LLC 0.04% No change 2,675 $250K
Compass Capital Management, Inc. 0.01% New 2,666 $249K
Gerber, LLC 0.16% No change 2,666 $249K
Private Management Group Inc. 0.01% No change 2,655 $248K
Wetzel Investment Advisors, Inc. 0.11% Reduce -0.1% 2,653 $248K
Journey Strategic Wealth LLC 0.01% New 2,650 $247K
Perkins Coie Trust Co 0.05% Add +16.5% 2,646 $247K
West Wealth Group, LLC 0.06% New 2,625 $246K
Zeit Capital LLC 0.17% No change 2,620 $245K
GFG Capital, LLC 0.08% No change 2,617 $244K
Founders Financial Alliance, LLC 0.05% Add +29.6% 2,613 $244K
IAM Advisory, LLC 0.05% No change 2,609 $244K
Everhart Financial Group, Inc. 0.02% Reduce -1.7% 2,603 $243K
Richards, Merrill & Peterson, Inc. 0.10% Reduce -0.6% 2,601 $243K
Cranbrook Wealth Management, LLC 0.05% No change 2,589 $242K
Rathbones Group PLC 0.00% No change 2,580 $241K
Clearstead Trust, LLC 0.04% Reduce -3.8% 2,579 $241K
CRA Financial Services, LLC 0.03% Add +2.0% 2,577 $241K
Cardinal Point Capital Management ULC 0.02% Reduce -12.6% 2,575 $240K
First National Bank Sioux Falls 0.07% No change 2,574 $240K
Schnieders Capital Management, Llc. 0.04% — 2,568 $240K
Sonoma Allocations LLC 0.09% — 2,531 $239K
Apollon Financial, LLC 0.04% Add +12.6% 2,557 $239K
Planned Solutions, Inc. 0.08% No change 2,554 $238K
Total Wealth Planning, LLC 0.03% No change 2,552 $238K
Pasadena Private Wealth, LLC 0.03% Reduce -11.3% 2,551 $238K
Blue Chip Partners, LLC 0.02% Reduce -23.1% 2,549 $238K
L.K. Benson & Company, P.C. 0.13% No change 2,542 $237K
Pennsylvania Capital Management Inc. 0.07% No change 2,542 $237K
ShoreHaven Wealth Partners, LLC 0.09% Reduce -4.6% 2,520 $235K
Fonville Wealth Management LLC 0.05% Reduce -3.7% 2,514 $235K
Northwest Bancshares, Inc. 0.04% Reduce -10.0% 2,511 $234K
Old Mission Investment Co LLC 0.06% Add +6.7% 2,509 $234K
NovaPoint Capital, LLC 0.06% New 2,506 $234K
Advus Financial Partners, LLC 0.06% Reduce -4.0% 2,497 $233K
Evensky & Katz LLC 0.01% No change 2,491 $233K
BKM Wealth Management, LLC 0.09% Add +2.8% 2,492 $233K
Keebeck Wealth Management 0.03% Add +4.8% 2,492 $233K
Birchbrook, Inc. 0.12% No change 2,489 $232K
William Mack & Associates, Inc. 0.12% No change 2,478 $231K
Canvas Wealth Advisors, LLC 0.04% Add +0.8% 2,433 $231K
Brown, Lisle/Cummings, Inc. 0.06% No change 2,474 $231K
Capital Investment Advisory Services, LLC 0.02% Reduce -8.1% 2,457 $229K
Element Wealth, LLC 0.10% Reduce -5.4% 2,452 $229K
Sachetta, LLC 0.09% No change 2,451 $229K
Moss Adams Wealth Advisors LLC 0.02% No change 2,450 $229K
IRON Financial LLC 0.11% No change 2,443 $228K
jvl associates llc 0.08% No change 2,439 $228K
Widmann Financial Services, Inc. 0.14% No change 2,421 $226K
Moneco Advisors, LLC 0.02% Reduce -0.9% 2,417 $226K
Parthenon LLC 0.03% No change 2,413 $225K
Cooper/Haims Advisors, LLC 0.11% No change 2,411 $225K
Summit Investment Advisory Services, LLC 0.09% No change 2,408 $225K
QTR Family Wealth, LLC 0.11% No change 2,407 $225K
Allodium Investment Consultants, LLC 0.13% New 2,406 $225K
American Trust 0.02% Add +2.8% 2,401 $224K
Red Lighthouse Investment Management, LLC 0.08% No change 2,400 $224K
Harding Loevner LP 0.00% Reduce -24.0% 2,399 $224K
SOL Capital Management CO 0.02% No change 2,400 $224K
Signal Advisors Wealth, LLC 0.02% Reduce -34.9% 2,394 $224K
Lafayette Investments, Inc. 0.04% No change 2,391 $223K
Facet Wealth, Inc. 0.00% New 2,388 $223K
Opulen Financial Group LLC 0.17% Reduce -2.3% 2,386 $223K
White Lighthouse Investment Management Inc. 0.03% Reduce -4.5% 2,374 $222K
Clark Estates Inc. 0.05% No change 2,370 $221K
MontVue Capital Management, Inc. 0.15% No change 2,364 $221K
Winthrop Advisory Group LLC 0.02% New 2,362 $221K
XY Planning Network, Inc. 0.07% No change 2,464 $220K
Delos Wealth Advisors, LLC 0.15% No change 2,355 $220K
Marathon Strategic Advisors, LLC 0.18% Reduce -8.9% 2,353 $220K
Ascentis Independent Advisors 0.04% New 2,348 $219K
Westside Investment Management, Inc. 0.04% No change 2,344 $219K
One Degree Advisors Inc 0.07% No change 2,341 $218K
Vestcor Inc 0.01% Reduce -55.3% 2,335 $218K
PDS Planning, Inc 0.01% No change 2,299 $215K
Kera Capital Partners, Inc. 0.03% No change 2,288 $214K
Wilkins Miller Wealth Management, LLC 0.13% No change 2,282 $213K
Capital Asset Advisory Services LLC 0.01% No change 2,281 $213K
NCM Capital Management, LLC 0.08% No change 2,276 $213K
Joseph Group Capital Management 0.06% Reduce -35.4% 2,276 $213K
M. Kulyk & Associates, LLC 0.04% No change 2,275 $212K
Allium Financial Advisors, LLC 0.17% Reduce -30.0% 2,251 $210K
Clarius Group, LLC 0.01% No change 2,248 $210K
Claris Financial LLC 0.12% New 2,245 $210K
Seneca Financial Advisors LLC 0.07% No change 2,239 $209K
Fiduciary Financial Group, LLC 0.03% New 2,235 $209K
Middleton & Co. Inc. 0.02% New 2,235 $209K
International Assets Investment Management, LLC 0.02% No change 2,333 $208K
WorthPointe, LLC 0.08% New 2,226 $208K
Objectivity Squared, LLC 0.12% New 2,226 $208K
Centennial Bank 0.08% No change 2,225 $208K
Rodgers & Associates, LTD 0.02% Reduce -24.9% 2,224 $208K
Itau Unibanco Holding S.A. 0.01% New 2,214 $207K
Roger Wittlin Investment Advisory, LLC 0.11% New 2,213 $207K
Persium Advisors, LLC 0.15% New 2,210 $206K
Flagship Private Wealth, LLC 0.08% New 2,208 $206K
Boston Standard Wealth Management, LLC 0.03% New 2,207 $206K
Resources Management Corp. /CT/ 0.03% No change 2,205 $206K
Perennial Advisors, LLC 0.04% New 2,205 $206K
Strive Asset Management, LLC 0.11% Reduce -62.4% 2,202 $206K
Redhawk Wealth Advisors, Inc. 0.02% Reduce -97.3% 2,201 $205K
Coastal Bridge Advisors, LLC 0.02% New 2,187 $204K
apricus wealth, LLC 0.11% New 2,183 $204K
Madison Wealth Partners, Inc 0.04% New 2,183 $204K
Vision Capital Management, Inc. 0.03% New 2,182 $204K
Austin Private Wealth, LLC 0.02% Reduce -16.1% 2,176 $203K
RAM Investment Partners, LLC 0.04% New 2,172 $203K
Rice Partnership, LLC 0.03% Add +117.5% 2,169 $203K
Founders Financial Securities LLC 0.01% Reduce -64.4% 2,165 $202K
North Capital, Inc. 0.16% No change 2,163 $202K
Raffa Wealth Management, LLC 0.04% No change 2,160 $202K
Future Fund LLC 0.07% New 2,151 $201K
GW Henssler & Associates Ltd. 0.01% New 2,150 $201K
Corsicana & Co. 0.11% — 2,129 $199K
Creative Financial Designs Inc. 0.01% Reduce -1.5% 2,077 $194K
Colony Family Offices, LLC 0.05% Reduce -42.5% 2,032 $190K
Kozak & Associates, Inc. 0.04% No change 2,012 $189K
Winnacle Wealth LLC 0.14% New 1,952 $183K
CVA Family Office, LLC 0.02% Reduce -8.0% 1,954 $182K
HighMark Wealth Management LLC 0.08% Add +0.5% 1,949 $182K
Mowery & Schoenfeld Wealth Management, LLC 0.31% Reduce -12.5% 1,943 $181K
Colonial Trust Advisors 0.01% Reduce -4.6% 1,927 $180K
Alerus Financial NA 0.01% No change 1,810 $169K
Abound Wealth Management 0.04% Reduce -56.6% 1,786 $167K
Cherry Tree Wealth Management, LLC 0.04% Reduce -2.1% 1,782 $166K
WealthCollab, LLC 0.08% No change 1,744 $163K
Maryland Capital Advisors Inc. 0.06% No change 1,744 $163K
Berger Financial Group, Inc 0.01% New 1,709 $160K
City State Bank 0.04% No change 1,670 $156K
Westfuller Advisors, LLC 0.07% New 1,659 $155K
Financial Life Planners 0.10% New 1,622 $151K
Archer Investment Corp 0.03% No change 1,524 $142K
Front Row Advisors LLC 0.05% No change 1,520 $142K
Glassman Wealth Services 0.02% Reduce -0.9% 1,455 $136K
SIMA Wealth Partners, LLC 0.10% No change 1,444 $135K
TD Capital Management LLC 0.01% No change 1,443 $135K
Turning Point Benefit Group, Inc. 0.08% New 1,431 $135K
GPS Wealth Strategies Group, LLC 0.01% Add +2.0% 1,433 $134K
Louisbourg Investments Inc. 0.03% Add +1726.7% 1,370 $128K
Manchester Capital Management LLC 0.02% Add +0.4% 1,318 $123K
Main Management LLC 0.01% Reduce -6.7% 1,310 $122K
Root Financial Partners, LLC 0.01% New 1,304 $122K
Barrett & Company, Inc. 0.04% No change 1,298 $121K
Davis Capital Management 0.08% — 1,293 $121K
Seneschal Advisors, LLC 0.09% New 1,290 $120K
Inlight Wealth Management, LLC 0.06% No change 1,261 $118K
Addison Advisors LLC 0.03% Add +232.2% 1,259 $118K
S&T Bank 0.03% Reduce -6.5% 1,213 $113K
Measured Wealth Private Client Group, LLC 0.03% New 1,195 $112K
Cornerstone National Bank & Trust Co 0.05% No change 1,186 $111K
Kings Path Partners LLC 0.04% No change 1,175 $110K
Albion Financial Group 0.01% No change 1,171 $109K
Avalon Trust Co 0.01% Add +9.3% 1,169 $109K
Tidemark, LLC 0.03% No change 1,148 $107K
Rosenberg Matthew Hamilton 0.02% Reduce -0.7% 1,144 $107K
Northwest Capital Management Inc 0.11% Reduce -19.2% 1,123 $105K
Coston, McIsaac & Partners 0.02% No change 1,106 $103K
IAG Wealth Partners, LLC 0.01% No change 1,094 $102K
POM Investment Strategies, LLC 0.05% Add +1428.6% 1,070 $100K
Breakwater Investment Management 0.04% Add +14.4% 1,063 $99K
Millstone Evans Group, LLC 0.06% No change 1,060 $99K
N.E.W. Advisory Services LLC 0.01% No change 1,041 $97K
Hopwood Financial Services, Inc. 0.06% No change 1,035 $97K
DHJJ Financial Advisors, Ltd. 0.03% No change 1,032 $96K
Hamilton Point Investment Advisors, LLC 0.01% No change 1,022 $95K
Cetera Trust Company, N.A 0.05% No change 1,000 $93K
Nalls Sherbakoff Group, LLC 0.06% No change 950 $89K
Granite Investment Partners, LLC 0.01% No change 950 $89K
Kiker Wealth Management, LLC 0.04% No change 942 $88K
Accredited Wealth Management, LLC 0.06% Reduce -78.0% 200 $85K
Midwest Capital Advisors, LLC 0.04% No change 886 $83K
First United Bank & Trust 0.03% Add +132.4% 883 $82K
Harel Insurance Investments & Financial Services Ltd. 0.00% No change 883 $82K
Ssa Swiss Advisors AG 0.04% No change 850 $79K
NWK Group, Inc. 0.03% Reduce -50.5% 834 $78K
Quaker Wealth Management, LLC 0.03% No change 823 $77K
Caldwell Sutter Capital, Inc. 0.03% Add +14.2% 806 $75K
Valued Wealth Advisors LLC 0.03% No change 797 $74K
Bfsg, LLC 0.01% No change 765 $71K
Howe & Rusling Inc. 0.00% No change 750 $70K
Sittner & Nelson, LLC 0.02% No change 720 $67K
Longview Financial Advisors LLC 0.04% No change 719 $67K
Cary Street Partners Investment Advisory LLC 0.03% No change 715 $67K
Clayton Financial Group LLC 0.05% New 691 $64K
Dunhill Financial, LLC 0.02% No change 686 $64K
Curio Wealth, LLC 0.03% No change 681 $64K
United Financial Planning Group LLC 0.04% — 674 $63K
Cloud Capital Management, LLC 0.03% New 672 $62K
Frazier Financial Advisors, LLC 0.04% No change 661 $62K
Robinswood Financial LLC 0.02% No change 637 $60K
Consultiva Wealth Management, Corp. 0.16% No change 625 $58K
Avestar Capital, LLC 0.00% New 623 $58K
DecisionPoint Financial, LLC 0.01% Reduce -57.3% 616 $58K
Pin Oak Investment Advisors Inc. 0.04% No change 610 $57K
Kentucky Trust Co 0.03% No change 600 $56K
Kennebec Savings Bank 0.05% No change 590 $55K
Alexis Investment Partners, LLC 0.00% New 549 $51K
Roxbury Financial LLC 0.05% No change 546 $51K
Creekmur Asset Management LLC 0.01% No change 536 $50K
Ballast Advisors LLC 0.01% No change 536 $50K
WFA of San Diego, LLC 0.03% No change 535 $50K
Ascentis Wealth Management, LLC 0.01% No change 485 $45K
Murphy & Mullick Capital Management Corp 0.03% No change 475 $44K
Harris Associates (Oakmark Funds) 0.00% Reduce -30.0% 468 $44K
Financial Freedom, LLC 0.02% No change 465 $43K
Fairscale Capital, LLC 0.03% No change 454 $42K
Hoese & Co LLP 0.03% No change 450 $42K
MPWM Advisory Solutions, LLC 0.02% Reduce -9.3% 439 $41K
Angeles Investment Advisors, LLC 0.00% No change 432 $40K
Smallwood Wealth Investment Management, LLC 0.02% No change 419 $39K
Tower Research Capital LLC (TRC) 0.00% Add +35.1% 416 $39K
Pacifica Partners Inc. 0.01% No change 412 $39K
Balentine LLC 0.00% No change 411 $38K
Ramirez Asset Management, Inc. 0.01% No change 400 $37K
Bogart Wealth, LLC 0.00% No change 400 $37K
AllSquare Wealth Management LLC 0.02% No change 395 $37K
Versant Capital Management, Inc 0.01% New 395 $37K
Pflug Koory, LLC 0.02% Add +65.9% 375 $35K
Mma Asset Management LLC 0.01% New 364 $34K
SYM FINANCIAL Corp 0.00% No change 334 $31K
Tacita Capital Inc 0.02% No change 300 $28K
Greykasell Wealth Strategies, Inc. 0.01% No change 276 $26K
Foster Dykema Cabot & Partners, LLC 0.00% Reduce -11.3% 266 $25K
FSA Wealth Management LLC 0.01% No change 263 $25K
VSM Wealth Advisory, LLC 0.01% No change 263 $25K
Gleason Group, Inc. 0.00% Add +15.9% 255 $24K
Granite FO LLC 0.01% No change 252 $24K
Bollard Group LLC 0.00% No change 242 $23K
Winch Advisory Services, LLC 0.00% No change 228 $21K
Minot DeBlois Advisors LLC 0.02% No change 205 $19K
Cheviot Value Management, LLC 0.00% No change 195 $19K
CoreFirst Bank & Trust 0.01% No change 199 $19K
IMG Wealth Management, Inc. 0.01% Add +3.7% 197 $18K
GoalVest Advisory LLC 0.00% No change 188 $18K
Caitlin John, LLC 0.01% New 185 $17K
CKW Financial Group 0.00% No change 181 $17K
C M Bidwell & Associates Ltd. 0.01% No change 182 $17K
one8zero8, LLC 0.00% Reduce -14.3% 179 $17K
Burkett Financial Services, LLC 0.01% No change 175 $16K
Field & Main Bank 0.00% No change 174 $16K
Fortis Group Advisors, LLC 0.00% No change 173 $16K
Transamerica Financial Advisors, LLC 0.00% Add +8300.0% 168 $16K
Mb, Levis & Associates, LLC 0.01% New 164 $15K
Quest 10 Wealth Builders, Inc. 0.01% Reduce -1.9% 159 $15K
Princeton Global Asset Management LLC 0.00% No change 145 $14K
Integrity Financial Corp 0.01% Reduce -15.9% 143 $13K
Bank & Trust Co 0.01% No change 135 $13K
Hughes Financial Services, LLC 0.00% No change 129 $12K
Highline Wealth Partners LLC 0.00% No change 127 $12K
Register Financial Advisors LLC 0.00% No change 120 $11K
GGM Financial LLC 0.01% New 118 $11K
Jackson, Grant Investment Advisers, Inc. 0.00% No change 115 $11K
Windsor Advisory Group, LLC 0.01% Reduce -57.0% 113 $11K
Ashton Thomas Securities, LLC 0.00% New 110 $10K
Tanaka Capital Management Inc. 0.02% — 103 $10K
Sawyer & Company, Inc 0.00% No change 109 $10K
Migdal Insurance & Financial Holdings Ltd. 0.00% No change 112 $10K
BTG Pactual Asset Management US LLC 0.00% No change 110 $10K
KERR FINANCIAL PLANNING Corp 0.01% — 100 $9K
FWL Investment Management, LLC 0.00% No change 100 $9K
Graney & King, LLC 0.01% No change 99 $9K
Signature Resources Capital Management, LLC 0.01% No change 97 $9K
Horrell Capital Management, Inc. 0.00% No change 95 $9K
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
Exchange Traded Concepts, LLC 0.00% Reduce -92.5% 81 $8K
Lowe Wealth Advisors, LLC 0.00% No change 77 $7K
Hazlett, Burt & Watson, Inc. 0.00% Reduce -51.6% 75 $7K
First Command Advisory Services, Inc. 0.00% New 68 $6K
Thompson Investment Management, Inc. 0.00% No change 62 $6K
Clear Investment Research, LLC 0.01% New 57 $5K
Kilter Group LLC 0.00% No change 54 $5K
1620 Investment Advisors, Inc. 0.00% Reduce -68.0% 47 $4K
Comprehensive Financial Planning, Inc. 0.00% No change 44 $4K
Wallace Hart LLC 0.00% New 38 $4K
Allianz Asset Management GmbH 0.00% No change 35 $3K
Tripletail Wealth Management, LLC 0.00% New 32 $3K
Orion Capital Management LLC 0.00% No change 24 $2K
ORG Partners LLC 0.00% No change 22 $2K
Global Wealth Strategies & Associates 0.00% New 20 $2K
Fourth Dimension Wealth, LLC 0.00% No change 17 $2K
Horizon Investments, LLC 0.00% Reduce -98.0% 10 $934
Rossby Financial, LCC 0.00% New 6 $565
Rakuten Securities, Inc. 0.00% Reduce -50.0% 5 $467
REAP Financial Group, LLC 0.00% No change 4 $373
Bear Mountain Capital, Inc. 0.00% No change 1 $95

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