iShares MSCI Eafe ETFEFAETF

13F holders, Q4 2025 (December 31)
2,214holders +167
136new positions
71sold out
9famous investors
$96.05avg. 13F price*

At the end of Q4 2025, 2,214 institutions reported holding iShares MSCI Eafe ETF (EFA) in their 13F filings, up 167 from Q3 2025. 136 opened new positions and 71 sold out. The largest holders were BlackRock, Inc. ($8.9B), Bank of America Corp. ($3.9B) and Morgan Stanley ($3.0B). 9 famous investors held it, including Leon Cooperman (0.2% of Omega Advisors (Leon Cooperman)'s portfolio), Mario Gabelli (0.0% of GAMCO Investors's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).

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

History

Number of 13F holders

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

Total Exit/New Position Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions136$207.0M
Exits71$523.8M

All 13F filers, Q3 2025 → Q4 2025: 37,273,357 shares bought and 29,667,076 shares sold, net +7,606,281 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 2,214 holders

BlackRock, Inc. 0.15% Add +1.9% 93,153,172 $8.9B
Bank of America Corp. 0.28% Add +5.0% 40,215,965 $3.9B
Morgan Stanley 0.18% Add +15.5% 31,617,599 $3.0B
Goldman Sachs Group Inc. 0.42% Add +3.9% 30,808,523 $3.0B
JPMorgan Chase & Co. 0.14% Add +5.1% 21,517,515 $2.1B
Northern Trust Corp. 0.26% Add +1.0% 21,303,587 $2.0B
Wells Fargo & Company 0.31% Add +4.1% 16,217,322 $1.6B
Northwestern Mutual Investment Management Company, LLC 17.63% Add +13.9% 15,736,766 $1.5B
UBS Group AG 0.22% Reduce -1.9% 11,766,147 $1.1B
Royal Bank of Canada 0.17% Reduce -9.0% 9,876,648 $948.5M
FMR LLC 0.04% Reduce -1.3% 8,767,497 $841.9M
TD Asset Management Inc 0.66% Reduce -2.1% 8,500,255 $816.3M
PNC Financial Services Group, Inc. 0.44% Reduce -0.5% 8,457,292 $812.2M
Bank of New York Mellon Corp 0.13% Add +0.3% 7,929,645 $761.5M
US Bancorp \de 0.81% Reduce -2.9% 7,186,981 $690.2M
AlTi Global, Inc. 12.67% Add +2.5% 6,152,935 $590.9M
Envestnet Asset Management Inc. 0.17% Reduce -7.0% 5,973,919 $573.7M
LPL Financial LLC 0.15% Add +6.4% 5,871,361 $563.8M
Bank of Montreal 0.17% Add +2.5% 4,370,977 $419.7M
Bessemer Group Inc. 0.64% Reduce -1.4% 4,367,470 $419.4M
Truist Financial Corp. 0.55% Add +4.2% 4,253,168 $408.4M
Raymond James Financial Inc. 0.11% Add +7.8% 3,718,556 $357.1M
Mariner, LLC 0.37% Add +17.7% 3,277,441 $314.7M
Jones Financial Companies LLLP 0.18% Reduce -18.4% 2,992,615 $287.4M
Sand Hill Global Advisors, LLC 9.71% Add +2.0% 2,897,259 $278.2M
Ameriprise Financial Inc. 0.06% Reduce -18.1% 2,768,816 $266.0M
Susquehanna International Group, LLP 0.34% Add +128.3% 2,577,596 $247.5M
Northwestern Mutual Wealth Management Co. 0.15% Add +1.6% 2,499,226 $240.0M
Natixis Advisors, LLC 0.34% Add +5.6% 2,472,657 $237.4M
Hackensack Meridian Health, Inc. 21.37% No change 2,440,932 $234.4M
Comerica Bank 0.93% Add +36.2% 2,429,988 $233.4M
Corient Private Wealth LP 0.30% Add +9.1% 2,331,116 $223.7M
Badgley Phelps Wealth Managers, LLC 3.98% Add +3.3% 2,261,770 $217.2M
Mackenzie Financial Corp. 0.25% Add +2.4% 2,197,356 $211.5M
Prudential Financial Inc. 0.25% Reduce -10.5% 2,146,484 $206.1M
Rockefeller Capital Management L.P. 0.37% Add +11.5% 2,134,355 $205.0M
Regions Financial Corp. 1.29% Reduce -0.2% 2,093,177 $201.0M
Creative Planning 0.14% Reduce -0.1% 2,069,349 $198.7M
Hirtle & Co., LLC 7.42% Reduce -0.3% 2,007,546 $192.8M
Capital International Investors 0.03% Add +184.7% 1,966,497 $189.6M
Cullen/Frost Bankers, Inc. 2.06% Add +3.4% 1,951,231 $187.4M
Cetera Investment Advisers 0.20% Add +3.8% 1,881,846 $180.7M
BNP Paribas Financial Markets 0.11% Add +48.6% 1,853,666 $178.0M
HighTower Advisors, LLC 0.17% Add +0.6% 1,651,750 $158.6M
Financial Engines Advisors L.L.C. 0.30% Reduce -2.2% 1,644,234 $157.9M
M&T Bank Corp 0.50% Reduce -0.1% 1,626,722 $156.2M
Cerity Partners LLC 0.23% Add +0.3% 1,612,846 $154.9M
SG Americas Securities, LLC 0.20% Add +321.9% 1,603,139 $153.9M
Keybank National Association 0.55% Reduce -0.5% 1,585,269 $152.2M
Focus Partners Wealth 0.17% Add +73.0% 1,547,413 $148.6M
Stifel Financial Corp. 0.13% Add +4.5% 1,533,523 $147.3M
WCM Investment Management, LLC 0.30% Add +10818.4% 1,526,607 $147.2M
Mercer Global Advisors Inc. 0.21% Add +2.9% 1,463,552 $140.5M
Osaic Holdings, Inc. 0.20% Add +0.1% 1,440,272 $138.3M
Baird Financial Group, Inc. 0.21% Reduce -0.4% 1,407,271 $135.1M
CIBC Private Wealth Group LLC 0.23% Add +8.9% 1,386,144 $133.1M
Alliancebernstein L.P. 0.04% Add +16.7% 1,345,670 $129.2M
Arvest Bank Trust Division 6.93% Reduce -1.0% 1,333,766 $128.1M
Captrust Financial Advisors 0.24% Add +0.2% 1,298,571 $124.7M
Bailard, Inc. 2.71% Reduce -10.8% 1,272,638 $122.2M
State Board of Administration of Florida Retirement System 0.21% Reduce -50.5% 1,252,285 $120.3M
Fifth Third Bancorp 0.36% Reduce -2.0% 1,186,474 $113.9M
Wealth Enhancement Advisory Services, LLC 0.15% Add +3.3% 1,114,057 $109.5M
Squarepoint Ops LLC 0.21% Add +40.4% 1,075,839 $103.3M
WoodTrust Financial Corp 12.06% Add +1.6% 1,075,287 $103.3M
CIBC Asset Management Inc 0.25% Reduce -64.4% 1,066,507 $102.4M
Commonwealth Equity Services, LLC 0.14% Add +1.0% 1,061,225 $101.9M
Prosperity Consulting Group, LLC 4.30% Add +23.0% 995,723 $95.6M
Linscomb Wealth, Inc. 3.94% Reduce -1.4% 978,336 $93.9M
Brown Advisory Inc. 0.12% Add +11.7% 929,302 $89.2M
Pathstone Holdings, LLC 0.34% Reduce -5.0% 927,756 $89.1M
Blair William & Co. 0.24% Add +8.4% 926,883 $89.0M
Bokf, NA 1.36% Reduce -4.3% 925,553 $88.9M
Tiaa Trust, National Association 0.21% Add +190.8% 899,276 $86.4M
Glenmede Trust Co. NA 0.41% — 896,683 $86.1M
Pinnacle Financial Partners, Inc. 0.65% — 895,323 $86.0M
Ensign Peak Advisors, Inc 0.14% Add +1.9% 835,796 $80.3M
Qube Research & Technologies Ltd 0.11% Add +13683.6% 832,255 $79.9M
Mondrian Investment Partners LTD 1.32% Add +132.7% 831,595 $79.9M
Becker Capital Management Inc. 2.26% Add +2.5% 821,593 $78.9M
Valmark Advisers, Inc. 0.97% Add +0.2% 821,334 $78.9M
Annis Gardner Whiting Capital Advisors, LLC 14.35% No change 788,652 $75.7M
MML Investors Services, LLC 0.18% Add +11.2% 778,926 $74.8M
Stock Yards Bank & Trust Co. 2.27% Add +4.8% 771,704 $74.1M
Janney Montgomery Scott LLC 0.16% Add +0.3% 726,719 $69.8M
Hancock Whitney Corp. 1.26% Add +0.7% 725,799 $69.7M
Franklin Resources Inc. 0.02% Add +1.1% 720,229 $69.2M
Miller Investment Management, LP 6.71% Reduce -12.5% 715,962 $68.8M
Cambridge Investment Research Advisors, Inc. 0.18% Add +1.7% 705,346 $67.7M
AMG National Trust Bank 1.59% Reduce -0.7% 702,790 $67.5M
Absolute Gestao de Investimentos Ltda. 6.97% Add +142.4% 692,000 $66.5M
Cresset Asset Management, LLC 0.28% Add +7.4% 688,274 $66.1M
Citadel Advisors 0.05% Reduce -73.8% 686,686 $65.9M
NorthRock Partners, LLC 1.11% Add +119.7% 682,820 $65.6M
USA Financial Formulas 11.71% Reduce -3.0% 670,448 $64.4M
Valeo Financial Advisors, LLC 1.42% Add +1.4% 663,613 $63.7M
Bontempo Ohly Capital Mgmt LLC 26.68% Reduce -0.6% 644,953 $61.9M
BIP Wealth, LLC 2.18% Reduce -1.1% 642,637 $61.7M
Sanctuary Advisors, LLC 0.33% Add +22.0% 637,888 $61.3M
Confluence Wealth Services, Inc. 2.48% Add +5.4% 622,536 $59.8M
Bank of Nova Scotia 0.09% Reduce -72.4% 619,251 $59.5M
Deutsche Bank AG 0.02% Add +0.3% 613,693 $58.9M
Accredited Investors Inc. 3.09% Reduce -2.5% 606,562 $58.2M
Trustmark Bank Trust Department 3.67% Reduce -18.7% 605,968 $58.2M
Aristotle Capital Management, LLC 0.12% Add +42.9% 603,418 $57.9M
Prime Capital Investment Advisors, LLC 0.70% Add +7610.7% 595,881 $57.2M
Painted Porch Advisors LLC 22.87% Reduce -1.1% 592,096 $56.9M
First Horizon Corp. 2.53% Reduce -1.0% 588,793 $56.5M
SCS Capital Management LLC 0.60% Reduce -1.2% 587,733 $56.4M
MassMutual Private Wealth & Trust, FSB 1.40% Reduce -2.3% 568,058 $54.6M
Savant Capital, LLC 0.30% Add +11.0% 554,455 $53.2M
Principal Financial Group Inc. 0.03% Add +52.7% 554,166 $53.2M
FineMark National Bank & Trust 1.66% Add +0.7% 553,266 $53.1M
TD Private Client Wealth LLC 1.13% Add +2.8% 552,162 $53.0M
Wealthspire Advisors, LLC 0.42% Reduce -50.7% 547,576 $52.6M
NewEdge Wealth, LLC 0.59% Add +11.1% 547,451 $52.6M
Johnson Investment Counsel Inc. 0.43% Add +6.3% 542,662 $52.1M
Modera Wealth Management, LLC 0.60% Reduce -1.5% 540,345 $51.9M
Wilmington Savings Fund Society, FSB 1.20% Add +12.4% 531,448 $51.0M
Allianz Asset Management GmbH 0.06% Add +1495422.9% 523,433 $50.3M
Clearstead Advisors, LLC 0.63% Add +6.5% 523,186 $50.2M
Fiducient Advisors LLC 6.23% Reduce -1.5% 523,107 $50.2M
Cibc World Market Inc. 0.09% Reduce -6.4% 518,990 $49.8M
Choreo, LLC 0.63% Reduce -2.9% 515,056 $49.7M
Fiera Capital Corp 0.16% Add +1.3% 515,371 $49.5M
First National Bank of Omaha 1.45% Add +1551.8% 509,258 $49.1M
Allspring Global Investments Holdings, LLC 0.08% Reduce -27.1% 502,488 $48.8M
Barclays PLC 0.02% Reduce -38.9% 505,985 $48.6M
BTC Capital Management, Inc. 3.33% Add +0.4% 496,778 $47.7M
Wit, LLC 0.95% No change 491,177 $47.2M
LBMC Investment Advisors, LLC 2.92% Add +0.6% 490,106 $47.1M
IFG Advisors, LLC 7.69% Add +3.1% 481,158 $46.2M
Thrivent Financial for Lutherans 0.08% Add +0.2% 470,192 $45.3M
Redwood Investment Management, LLC 5.08% Reduce -9.7% 470,377 $45.2M
Citizens Financial Group Inc. 0.60% Reduce -2.7% 467,574 $44.9M
Lepercq De Neuflize Asset Management LLC 25.62% No change 466,000 $44.7M
1ST Source Bank 2.34% Reduce -3.0% 465,150 $44.7M
Nisa Investment Advisors, LLC 0.15% No change 459,150 $44.1M
Beacon Pointe Advisors, LLC 0.31% Add +30.7% 456,336 $43.8M
HT Partners LLC 13.00% Reduce -0.1% 455,426 $43.7M
Atria Investments, Inc 0.49% Add +5.0% 445,468 $42.8M
Turim 21 Investimentos Ltda. 16.39% Add +5.2% 442,127 $42.5M
Halbert Hargrove Global Advisors, LLC 2.00% Add +3.5% 435,373 $41.8M
Storen Legacy Partners, LLC 12.98% — 430,985 $41.4M
Greenleaf Trust 0.38% Reduce -1.6% 427,611 $41.1M
Ieq Capital, LLC 0.12% Add +6.3% 425,069 $40.8M
MainStreet Investment Advisors LLC 5.84% Reduce -6.5% 422,804 $40.6M
OMERS ADMINISTRATION Corp 0.29% No change 420,175 $40.3M
Destination Wealth Management 1.05% Add +0.4% 417,785 $40.1M
Concurrent Investment Advisors, LLC 0.46% Add +28.6% 414,957 $39.8M
Modern Wealth Management, LLC 0.70% Reduce -18.0% 399,287 $38.3M
MAI Capital Management 0.22% Add +0.8% 398,489 $38.3M
Equitable Holdings, Inc. 0.26% Reduce -15.7% 397,387 $38.2M
Ballentine Partners, LLC 0.53% Reduce -0.9% 394,436 $37.9M
Composition Wealth, LLC 0.54% Reduce -1.2% 389,626 $37.4M
Grant Street Asset Management, Inc. 7.51% Add +4.5% 388,090 $37.3M
Keel Point, LLC 2.25% Reduce -1.9% 387,824 $37.2M
DT Investment Partners, LLC 3.06% Reduce -0.4% 385,275 $37.0M
Strategic Wealth Partners, Ltd. 2.49% Add +9.2% 378,569 $36.4M
Moneta Group Investment Advisors LLC 0.27% Add +0.2% 375,515 $36.1M
Coastline Trust Co 3.37% Add +130.1% 373,243 $35.8M
Curi Capital, LLC 0.61% Add +9.1% 368,638 $35.4M
State of Wyoming 3.86% Add +1.7% 367,422 $35.3M
Paulson Wealth Management Inc. 8.11% Reduce -1.7% 365,411 $35.1M
HSBC Holdings PLC 0.02% Reduce -69.5% 363,989 $34.9M
Commerce Bank 0.19% Reduce -2.0% 362,976 $34.9M
Ryan Investment Management, Inc. 19.20% Reduce -24.6% 361,074 $34.7M
Unique Wealth, LLC 4.69% Reduce -1.6% 349,763 $33.6M
StoneX Group Inc. 1.45% Add +8.6% 348,324 $33.5M
Castleark Management LLC 0.98% No change 347,580 $33.4M
Laird Norton Wetherby Trust Company, LLC 0.67% Add +274.5% 338,034 $32.5M
First Commonwealth Financial Corp 5.30% Add +1.2% 334,897 $32.2M
Kayne Anderson Rudnick Investment Management LLC 0.09% Add +60.9% 331,267 $31.8M
Retirement Systems of Alabama 0.10% No change 325,864 $31.3M
Brewster Financial Planning LLC 19.01% Add +0.1% 322,130 $30.9M
Summit Trail Advisors, LLC 0.53% Reduce -19.1% 317,326 $30.5M
Clear Creek Financial Management, LLC 2.48% Add +18.7% 316,469 $30.4M
AQR Capital Management 0.02% Add +13.1% 314,650 $30.2M
Dynasty Wealth Management, LLC 0.29% Add +85.8% 312,150 $30.0M
New Harbor Financial Group, LLC 5.48% Add +3.8% 311,276 $29.9M
Verger Capital Management LLC 8.71% Add +5.5% 306,248 $29.4M
Jasper Ridge Partners, L.P. 0.65% No change 304,801 $29.3M
Nearwater Capital Markets, Ltd 0.49% New 300,000 $28.8M
First Pacific Financial 3.76% Add +1.9% 299,748 $28.8M
Mesirow Financial Investment Management, Inc. 0.58% Reduce -16.1% 293,732 $28.2M
Courier Capital LLC 1.58% Add +0.6% 292,200 $28.1M
Common Fund for Nonprofit Organizations 2.28% Add +55.9% 292,159 $28.1M
Arbor Investment Advisors, LLC 3.66% Reduce -4.1% 289,862 $27.8M
Stairway Partners, LLC 1.43% Reduce -5.5% 287,873 $27.6M
Lido Advisors, LLC 0.11% Reduce -1.4% 292,065 $27.6M
Greenfield FTC, Inc. 3.62% Reduce -30.4% 286,330 $27.5M
Tanglewood Wealth Management, Inc. 2.49% Reduce -2.8% 282,825 $27.2M
Waverly Advisors, LLC 0.22% Add +18.1% 282,022 $27.1M
Pittenger & Anderson Inc. 1.04% Add +5.2% 281,749 $27.1M
D.A. Davidson & Co. 0.17% Reduce -20.5% 280,604 $26.9M
Latigo Investments, LLC 13.16% No change 278,590 $26.8M
Colton Groome Financial Advisors, LLC 7.65% Add +7.9% 277,899 $26.7M
EP Wealth Advisors, LLC 0.14% — 276,957 $26.6M
Oppenheimer Asset Management Inc. 0.33% Add +3.6% 276,241 $26.5M
Allie Family Office LLC 12.31% Add +0.3% 274,457 $26.4M
&partners 0.14% Add +43.8% 268,672 $25.8M
Lazard Asset Management LLC 0.04% Add +144.9% 263,929 $25.3M
HB Wealth Management, LLC 0.16% Add +9.0% 262,631 $25.2M
Millennium Management 0.02% Add +686.2% 261,986 $25.2M
Arrien Investments, Inc. 14.18% Reduce -1.5% 261,908 $25.2M
Orion Porfolio Solutions, LLC 0.18% Reduce -11.9% 259,548 $24.9M
Red Cedar Investment Management, LLC 2.67% Add +0.6% 257,175 $24.7M
Kestra Advisory Services, LLC 0.10% Reduce -11.7% 254,265 $24.4M
Verdence Capital Advisors LLC 1.44% Add +0.0% 252,716 $24.3M
Silvercrest Asset Management Group LLC 0.17% Add +13.9% 252,138 $24.2M
Idaho Trust Co 8.01% Add +15.0% 251,705 $24.2M
Pinkerton Wealth, LLC 2.46% Reduce -3.5% 249,621 $24.0M
Napier Financial, LLC 5.95% — 248,082 $23.8M
Cornerstone Management, Inc. 3.87% Add +1.3% 246,834 $23.7M
71 West Capital Partners 1.08% — 243,835 $23.4M
Prosperity Planning, Inc. 8.58% Reduce -2.5% 241,365 $23.2M
Flputnam Investment Management Co. 0.34% Reduce -1.7% 241,177 $23.2M
Quest Investment Management LLC 2.49% Add +0.0% 240,560 $23.1M
Brighton Jones LLC 0.85% Add +0.3% 240,119 $23.1M
Portland Global Advisors LLC 2.46% Add +1.9% 238,998 $23.0M
Stephens Inc. 0.29% Add +27.6% 238,672 $22.9M
Bleakley Financial Group, LLC 0.39% Add +37.8% 233,599 $22.4M
Vestor Capital, LLC 1.89% Reduce -95.1% 11,936 $22.4M
Manufacturers Life Insurance Company, The 0.02% Reduce -27.9% 228,816 $22.0M
Parallel Advisors, LLC 0.40% Add +3.1% 226,647 $21.8M
Fluent Financial, LLC 8.24% Add +35.5% 225,039 $21.6M
Steward Partners Investment Advisory, LLC 0.12% Add +2.8% 224,761 $21.6M
Salomon & Ludwin, LLC 1.91% Reduce -1.5% 227,166 $21.6M
Cape Ann Savings Bank 11.00% Add +0.8% 223,208 $21.4M
Midwest Trust Co 0.26% Add +0.2% 218,580 $21.0M
Financial & Tax Architects, LLC 4.67% Reduce -8.8% 216,618 $20.8M
MetLife Investment Management, LLC 0.10% Reduce -55.8% 216,300 $20.8M
Fiduciary Trust Co 0.24% Reduce -2.6% 216,096 $20.8M
Geneos Wealth Management Inc. 0.50% Add +14.4% 211,406 $20.3M
Oppenheimer & Co. Inc. 0.29% Add +7.7% 209,386 $20.1M
Strategies Wealth Advisors, LLC 2.01% Reduce -3.3% 209,209 $20.1M
Waterway Wealth Management, LLC 4.50% Reduce -23.4% 207,203 $19.9M
Cambiar Investors LLC 0.88% Add +148.3% 206,175 $19.8M
Private Advisor Group, LLC 0.09% Add +3.9% 204,233 $19.6M
Axxcess Wealth Management, LLC 0.35% Add +1277.1% 203,921 $19.6M
National Philanthropic Trust 0.19% Add +3.5% 202,771 $19.5M
Mirae Asset Securities (usa) Inc. 0.76% New 200,303 $19.2M
Brown Brothers Harriman & Co. 0.10% Reduce -15.6% 199,363 $19.1M
Taikang Asset Management (Hong Kong) Co Ltd 1.89% Reduce -22.8% 198,844 $19.1M
Heartwood Wealth Advisors LLC 1.72% Reduce -1.3% 194,348 $18.7M
Drucker Wealth 3.0, LLC 3.25% Add +7.0% 192,644 $18.5M
LMCG Investments, LLC 1.06% Add +12.8% 192,207 $18.5M
HMS Capital Management, LLC 7.62% Add +0.6% 191,720 $18.4M
Tandem Wealth Advisors LLC 8.23% Add +23.7% 228,315 $18.4M
Caprock Group, LLC 0.39% Add +24.8% 189,857 $18.2M
Constellation Investments, Inc. 0.56% No change 188,431 $18.1M
Fifth Third Wealth Advisors LLC 0.63% Add +2.4% 187,049 $18.0M
Integrity Alliance, Llc. 0.66% Add +28.9% 186,262 $17.9M
Fort Point Capital Partners LLC 2.15% Add +0.4% 179,365 $17.8M
Cwm, LLC 0.05% Add +5.0% 185,319 $17.8M
IMC-Chicago, LLC 0.31% New 184,956 $17.8M
Scotia Capital Inc. 0.07% Add +3.2% 183,402 $17.6M
Venturi Wealth Management, LLC 0.77% Add +1.3% 180,647 $17.3M
Evercore Wealth Management, LLC 0.25% Add +3.6% 180,501 $17.3M
Aries Wealth Management 3.76% Add +12.9% 176,664 $17.0M
iA Global Asset Management Inc. 0.22% Reduce -26.6% 175,994 $16.9M
Bartlett & Co. Wealth Management LLC 0.22% Add +4.5% 174,772 $16.8M
Quent Capital, LLC 1.21% Add +0.1% 174,458 $16.8M
Hantz Financial Services, Inc. 0.25% Reduce -0.6% 174,398 $16.7M
Pitti Group Wealth Management, LLC 13.77% Add +0.1% 174,384 $16.7M
Cibc World Markets Corp. 0.08% — 174,013 $16.7M
Allworth Financial LP 0.07% Add +30.1% 173,821 $16.7M
Ted Buchan & Co 6.11% Add +9.5% 173,417 $16.7M
Ethos Financial Group, LLC 1.23% Reduce -1.2% 173,293 $16.6M
OpenArc Corporate Advisory, LLC 0.27% — 172,841 $16.6M
Canandaigua National Bank & Trust Co. 1.47% Reduce -3.1% 170,529 $16.4M
True Freedom Investing, LLC 1.11% Add +70.7% 169,809 $16.3M
Patton Fund Management, Inc. 2.17% Reduce -2.6% 168,876 $16.2M
ODonnell Financial Services, LLC 5.54% Add +2.9% 168,777 $16.2M
Whittier Trust Co. 0.18% Add +4.2% 164,707 $16.2M
Farther Finance Advisors, LLC 0.17% Add +39.2% 168,386 $16.2M
F/m Investments LLC 0.61% Reduce -2.5% 168,222 $16.2M
Citigroup Inc. 0.01% Reduce -50.5% 167,387 $16.1M
Presper Financial Architects, LLC 9.09% Add +1.6% 167,362 $16.1M
Heritage Wealth Advisors 0.61% Reduce -0.0% 165,915 $15.9M
Calamos Wealth Management LLC 0.56% Reduce -13.1% 165,381 $15.9M
Mather Group, Llc. 0.16% Add +267.5% 164,833 $15.8M
Litman Gregory Wealth Management LLC 1.16% Reduce -10.9% 164,497 $15.8M
Hilltop National Bank 3.80% Add +1.7% 163,861 $15.7M
AAFMAA Wealth Management & Trust LLC 6.12% Reduce -1.9% 162,689 $15.6M
Hills Bank & Trust Co 0.90% Reduce -7.3% 160,540 $15.4M
Yeomans Consulting Group, Inc. 4.51% Add +0.7% 160,433 $15.4M
Oxford Financial Group, LTD. LLC 0.83% Reduce -2.1% 157,858 $15.2M
Parkside Financial Bank & Trust 1.14% Add +2.2% 157,741 $15.1M
UMB Bank, n.a. 0.20% Add +0.5% 157,740 $15.1M
Darwin Wealth Management, LLC 4.70% Add +2.6% 157,367 $15.1M
Anb Bank 5.95% Add +3.1% 156,123 $15.0M
Federated Hermes, Inc. 0.03% Add +7.3% 155,800 $15.0M
Corundum Group, Inc. 5.01% Add +21.0% 155,518 $14.9M
STRS Ohio 0.06% Add +168.4% 154,237 $14.8M
Nuveen, LLC 0.00% Add +56.6% 154,038 $14.8M
EverSource Wealth Advisors, LLC 0.54% Add +1.8% 153,377 $14.7M
IHT Wealth Management, LLC 0.36% Reduce -21.3% 153,328 $14.7M
IFP Advisors, Inc 0.33% Add +1.2% 153,132 $14.7M
Martin & Co. Inc. 2.52% Add +3.2% 152,905 $14.7M
Healthcare of Ontario Pension Plan Trust Fund 0.02% No change 151,000 $14.5M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.08% Reduce -30.5% 150,923 $14.5M
Wealth Advisory Solutions, LLC 3.37% Add +0.3% 150,470 $14.4M
Whittier Trust Co. of Nevada Inc. 0.30% Reduce -1.0% 146,873 $14.4M
Envestnet Portfolio Solutions, Inc. 0.05% Add +3.1% 149,174 $14.3M
Diversified Trust Co. 0.26% Add +1.4% 148,792 $14.3M
Royal Fund Management, LLC 1.30% New 147,893 $14.2M
Shulman DeMeo Asset Management LLC 3.21% Add +0.1% 147,434 $14.2M
TCTC Holdings, LLC 0.42% Add +0.6% 145,959 $14.0M
QRG Capital Management, Inc. 0.16% Add +6.3% 145,228 $13.9M
Rwa Wealth Partners, LLC 0.15% Add +6.1% 144,995 $13.9M
Stratos Wealth Partners, LTD. 0.16% Add +16.9% 144,709 $13.9M
Perigon Wealth Management, LLC 0.25% Add +0.1% 144,452 $13.9M
Acadian Asset Management LLC 0.02% Add +18.4% 144,379 $13.9M
Diversified Management Inc. 3.23% — 144,092 $13.8M
Elevatus Welath Management 3.78% Reduce -2.0% 143,947 $13.8M
SteelPeak Wealth, LLC 0.45% Add +4.3% 142,771 $13.7M
RVW Wealth, LLC 1.05% Reduce -4.2% 142,770 $13.7M
LWM Advisors Inc. 12.02% Reduce -0.4% 142,369 $13.7M
Brickley Wealth Management 2.29% No change 141,392 $13.6M
MCF Advisors LLC 0.75% Reduce -5.7% 140,982 $13.5M
Waters Parkerson & Co., LLC 0.66% Add +0.3% 140,790 $13.5M
Eq LLC 3.86% Add +51.0% 139,465 $13.4M
Noble Family Wealth, LLC 2.82% Add +0.1% 139,192 $13.4M
Csenge Advisory Group 0.59% Add +48.3% 136,516 $13.1M
Chesley Taft & Associates LLC 0.51% Add +12.8% 135,818 $13.0M
Vanguard Group Inc. 0.00% Add +0.8% 135,292 $13.0M
Harvest Investment Advisors, LLC 7.35% Add +2.2% 135,012 $13.0M
Baker Avenue Asset Management, LP 0.30% Add +0.4% 134,891 $13.0M
GLOBALT Investments LLC / GA 0.47% Reduce -0.1% 133,856 $12.9M
Spire Wealth Management 0.43% Reduce -3.3% 133,051 $12.8M
Jain Global LLC 0.13% New 133,021 $12.8M
Bradley Foster & Sargent Inc. 0.19% Add +10.6% 132,965 $12.8M
Wesbanco Bank Inc. 0.35% Reduce -0.0% 132,220 $12.7M
Antonelli Financial Advisors, LLC 8.32% Add +14.6% 131,715 $12.6M
Sterling Group Wealth Management, LLC 6.10% Reduce -11.8% 131,314 $12.6M
Bluespring Wealth Management, LLC 1.08% Reduce -2.0% 130,377 $12.5M
Park Avenue Securities LLC 0.11% Add +1.4% 129,646 $12.4M
J.W. Cole Advisors, Inc. 0.30% Add +1.9% 153,470 $12.4M
Mycio Wealth Partners, LLC 2.53% Add +0.9% 127,084 $12.2M
Oldfather Financial Services, LLC 3.62% Add +3.4% 126,608 $12.2M
Advisory Services Network, LLC 0.17% Add +71.0% 126,097 $12.1M
Freestone Capital Holdings, LLC 0.36% Reduce -6.8% 125,624 $12.1M
Fidelis Capital Partners, LLC 0.88% Add +52.9% 125,460 $12.0M
Amarillo National Bank 2.11% Reduce -5.9% 125,364 $12.0M
Avity Investment Management Inc. 0.84% Add +11.1% 125,351 $12.0M
St. Louis Trust Co 1.38% Add +15.0% 125,157 $12.0M
NewEdge Advisors, LLC 0.04% Add +5.4% 124,990 $12.0M
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 2.73% Add +0.1% 124,693 $12.0M
Old Mission Capital LLC 0.46% New 124,628 $12.0M
Corepath Wealth Partners LLC 8.02% Add +3.1% 120,315 $12.0M
Conning Inc. 0.42% Reduce -1.8% 123,788 $11.9M
Gray Private Wealth, LLC 5.79% Add +7.2% 123,517 $11.9M
Independence Bank of Kentucky 1.46% Reduce -0.4% 122,426 $11.8M
Mill Creek Capital Advisors, LLC 0.24% Add +0.5% 122,365 $11.8M
Wealthcare Advisory Partners LLC 0.23% Add +3.4% 122,318 $11.7M
Level Four Advisory Services, LLC 0.38% Add +91.5% 122,231 $11.7M
LGL Partners, LLC 4.98% Add +1.6% 121,596 $11.7M
Ironwood Investment Management LLC 4.90% Add +6.4% 121,352 $11.7M
Nepc LLC 0.25% Add +1.5% 121,179 $11.6M
Precedent Wealth Partners, LLC 2.43% No change 120,759 $11.6M
Crestwood Advisors Group, LLC 0.19% Add +0.9% 120,644 $11.6M
Torrey-Payne Wealth Management, LLC 10.34% — 114,828 $11.5M
Coldstream Capital Management Inc. 0.15% Add +13.4% 119,959 $11.5M
Tidal Investments LLC 0.05% Add +1349.4% 119,809 $11.5M
Partners Capital Investment Group, LLP 0.43% Reduce -8.9% 119,137 $11.4M
American Alpha Advisors, LLC 7.20% Add +0.2% 118,788 $11.4M
Arrowstreet Capital, Limited Partnership 0.01% Reduce -30.3% 118,770 $11.4M
United Capital Financial Advisors, LLC 0.07% Add +42.2% 118,504 $11.4M
DAVENPORT & Co LLC 0.06% Reduce -11.2% 118,126 $11.3M
Dimension Capital Management LLC 1.59% Add +8.8% 117,987 $11.3M
Metropolitan Life Insurance Co 3.39% No change 116,347 $11.2M
Mechanics Financial Corp 4.11% Reduce -0.1% 115,997 $11.1M
Canton Hathaway, LLC 2.14% No change 115,649 $11.1M
Hoge Financial Services, LLC 5.98% Add +5.3% 115,612 $11.1M
Checchi Capital Advisers, LLC 0.75% Reduce -0.2% 115,365 $11.1M
Aua Capital Management, LLC 5.50% Add +1.6% 114,172 $11.0M
Gateway Investment Advisers LLC 0.10% Reduce -1.7% 113,023 $10.9M
Simmons Bank 0.72% Reduce -3.7% 112,918 $10.8M
Heritage Investors Management Corp. 0.32% Reduce -1.9% 112,807 $10.8M
Private Wealth Asset Management, LLC 1.17% Add +2.5% 112,429 $10.8M
WASHINGTON TRUST Co 0.35% Reduce -1.0% 112,113 $10.8M
AdvisorNet Financial, Inc 0.57% Add +15.4% 111,379 $10.7M
Financial Enhancement Group LLC 1.37% Reduce -1.1% 106,493 $10.5M
One Capital Management, LLC 0.32% Reduce -8.3% 109,772 $10.5M
Yousif Capital Management, LLC 0.12% Add +58.1% 107,487 $10.5M
Quantinno Capital Management LP 0.02% Add +265.3% 109,634 $10.5M
Arkadios Wealth Advisors 0.21% Add +130.8% 109,628 $10.5M
Select Asset Management & Trust 3.24% Reduce -38.2% 108,608 $10.4M
Heritage Family Offices, LLP 4.72% Add +1.9% 108,143 $10.4M
Sage Financial Management Group, Inc. 3.15% Reduce -1.2% 107,360 $10.3M
Arbor Trust Wealth Advisors, LLC 4.49% Add +18.3% 107,027 $10.3M
Granby Capital Management, LLC 5.48% No change 107,000 $10.3M
Venture Visionary Partners LLC 0.33% Reduce -0.8% 106,632 $10.2M
Ascent Group, LLC 0.35% Reduce -2.4% 106,575 $10.2M
Titleist Asset Management, LLC 0.82% Add +6.8% 106,034 $10.2M
Madden Advisory Services, Inc. 4.05% Add +1.1% 104,903 $10.1M
Citizens Business Bank 1.66% Add +0.2% 104,444 $10.0M
Fulton Bank, N.A. 0.34% Add +0.6% 103,767 $10.0M
Credit Agricole S A 0.03% Reduce -20.5% 103,196 $9.9M
Nixon Peabody Trust Co. 0.75% Reduce -1.1% 103,129 $9.9M
Arvest Investments, Inc. 1.38% Reduce -1.5% 102,470 $9.8M
Maryland State Retirement & Pension System 0.20% Add +45.3% 102,433 $9.8M
Okabena Investment Services Inc. 1.87% Reduce -1.5% 102,083 $9.8M
Rhumbline Advisers 0.01% Reduce -11.6% 101,529 $9.7M
Alamar Capital Management, LLC 5.37% Add +10.4% 101,347 $9.7M
Horizon Bancorp Inc. 4.68% Reduce -3.0% 100,066 $9.6M
Procyon Advisors, LLC 0.47% Reduce -0.9% 99,985 $9.6M
Federation des caisses Desjardins du Quebec 0.04% Add +3.2% 99,982 $9.6M
First Financial Bank - Trust Division 0.79% Reduce -3.1% 99,910 $9.6M
Grove Bank & Trust 1.08% Add +4.5% 99,878 $9.6M
Pinnacle Family Advisors, LLC 4.21% Reduce -13.9% 99,712 $9.6M
Pure Financial Advisors, LLC 0.14% Reduce -1.9% 99,643 $9.6M
Ashton Thomas Private Wealth, LLC 0.23% Reduce -0.3% 99,335 $9.5M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.23% Reduce -0.5% 99,272 $9.5M
Sincerus Advisory, LLC 7.66% Add +5.7% 99,213 $9.5M
Summit Financial, LLC 0.14% Add +0.6% 98,618 $9.5M
Orin Green Financial, LLC 3.76% Reduce -5.0% 97,930 $9.4M
Summit Wealth & Retirement Planning, Inc. 2.21% Reduce -0.3% 97,867 $9.4M
Arcadia Investment Advisors LLC 4.35% Add +10.9% 97,369 $9.4M
Little House Capital LLC 2.35% Reduce -4.3% 97,344 $9.3M
Central Bank & Trust Co. 1.44% Reduce -5.0% 97,015 $9.3M
United Community Bank 3.51% Reduce -2.3% 96,617 $9.3M
BOK Financial Private Wealth, Inc. 0.56% Reduce -0.1% 96,134 $9.2M
Provenance Wealth Advisors, LLC 1.02% Reduce -12.5% 96,048 $9.2M
Capital Analysts, LLC 0.26% Add +1.2% 95,972 $9.2M
Resolute Advisors LLC 3.00% Add +0.5% 95,895 $9.2M
Financial Advisors Network, Inc. 1.26% Reduce -0.7% 95,851 $9.2M
Integrated Advisors Network LLC 0.41% Reduce -12.0% 95,717 $9.2M
Capital Advantage, Inc. 1.23% Add +4.2% 95,296 $9.2M
Prism Advisors, Inc. 2.39% Reduce -1.1% 93,521 $9.0M
Atlantic Union Bankshares Corp 0.17% Reduce -1.8% 93,441 $9.0M
CreativeOne Wealth, LLC 0.22% Add +13.5% 92,908 $8.9M
Tolleson Wealth Management, Inc. 1.29% Reduce -4.3% 92,695 $8.9M
Lodestar Private Asset Management LLC 0.89% Add +0.8% 91,965 $8.8M
2UniFi Bank 4.18% Add +0.1% 91,811 $8.8M
First Hawaiian Bank 1.17% Reduce -0.2% 91,710 $8.8M
Blankinship & Foster, LLC 1.90% Reduce -1.6% 91,639 $8.8M
Point72 Asset Management 0.01% New 90,391 $8.7M
Callan Family Office, LLC 0.19% Add +32.2% 90,346 $8.7M
Robertson Stephens Wealth Management, LLC 0.24% Add +2.6% 90,239 $8.7M
Whitegate Investment Counselors, Inc. 2.69% Reduce -2.6% 89,813 $8.6M
4Thought Financial Group Inc. 4.26% Add +2.5% 89,494 $8.6M
Chicago Partners Investment Group LLC 0.21% Reduce -3.0% 85,588 $8.6M
Gotham Asset Management 0.03% No change 89,045 $8.6M
Advisors Preferred, LLC 1.39% New 87,970 $8.5M
Ironwood Financial, llc 1.43% Reduce -4.7% 84,538 $8.4M
Summit Asset Management, LLC 1.17% Add +0.3% 86,179 $8.3M
Old National Bancorp 0.14% Reduce -0.3% 85,127 $8.2M
Crewe Advisors LLC 0.72% Reduce -0.0% 85,022 $8.2M
Sequoia Financial Advisors, LLC 0.05% Add +20.7% 84,535 $8.1M
Glen Eagle Advisors, LLC 1.10% Add +9.2% 84,297 $8.1M
First National Trust Co 0.27% Reduce -0.6% 83,923 $8.1M
Aspiriant, LLC 0.23% Add +70.1% 83,671 $8.0M
Great Valley Advisor Group, Inc. 0.15% Add +3.9% 83,516 $8.0M
Capital Wealth Planning, LLC 0.05% Add +4.7% 83,208 $8.0M
Causeway Capital Management LLC 0.11% Reduce -98.3% 83,004 $8.0M
Connors Investor Services Inc. 0.68% Add +5.2% 82,411 $7.9M
City Holding Co. 0.96% Add +6.8% 81,259 $7.8M
Foundation Wealth Management, LLC\PA 2.81% Add +1.2% 80,690 $7.7M
First Heartland Consultants, Inc. 0.59% Reduce -24.7% 80,514 $7.7M
Cooke Wealth Management, LLC 6.72% — 77,583 $7.7M
URS Advisory LLC 6.35% — 79,570 $7.6M
Allen Mooney & Barnes Investment Advisors LLC 1.15% Add +10.8% 79,436 $7.6M
Ellis Investment Partners, LLC 1.33% Add +4.2% 79,368 $7.6M
First Citizens Financial Corp 3.76% Reduce -2.8% 79,329 $7.6M
Brio Consultants, LLC 0.99% Add +4.2% 79,325 $7.6M
Bolthouse Investments, LLC 6.74% No change 78,921 $7.6M
Vestmark Advisory Solutions, Inc. 0.10% Add +325.9% 78,817 $7.6M
Croban 3.65% Add +78.7% 78,816 $7.6M
Clearbridge Investments, LLC 0.01% New 78,641 $7.6M
Chevy Chase Trust Holdings, LLC 0.02% Reduce -0.8% 78,427 $7.5M
Birch Hill Investment Advisors LLC 0.31% Add +1.0% 78,252 $7.5M
Harbor Investment Advisory, LLC 0.56% Add +5.0% 78,032 $7.5M
CANADA LIFE ASSURANCE Co 0.01% Add +30.0% 77,739 $7.5M
Forvis Mazars Wealth Advisors, LLC 0.14% Reduce -0.5% 77,589 $7.5M
Audent Global Asset Management, LLC 4.71% Add +10.4% 77,529 $7.4M
Pinnacle Wealth Planning Services, Inc. 0.78% Add +0.7% 77,336 $7.4M
NBT Bank, N.A. 0.48% Reduce -0.0% 77,041 $7.4M
New England Private Wealth Advisors LLC 0.92% Add +1.8% 76,552 $7.4M
LCM Capital Management Inc 3.53% Reduce -2.0% 76,131 $7.3M
Summit Financial Consulting LLC 5.30% Add +11.5% 75,995 $7.3M
First Financial Bankshares Inc 0.15% Add +0.1% 75,817 $7.3M
Sykon Capital LLC 2.33% Add +1.1% 75,603 $7.3M
Chesapeake Wealth Management 2.16% Add +1.5% 75,599 $7.3M
IMA Advisory Services, Inc. 0.70% Reduce -11.5% 75,585 $7.3M
Rakuten Investment Management, Inc. 0.02% No change 77,944 $7.2M
Baron Financial Group, LLC 3.87% Reduce -0.2% 75,230 $7.2M
Sax Wealth Advisors, LLC 0.34% Add +247.1% 74,671 $7.2M
ERn Financial, LLC 1.34% Add +3.9% 74,021 $7.1M
Peapack Gladstone Financial Corp. 0.09% Add +0.8% 73,553 $7.1M
Argent Trust Co 0.24% Reduce -1.4% 73,368 $7.0M
Bryn Mawr Trust Advisors, LLC 0.34% Add +44.6% 73,190 $7.0M
Phillips Financial Management, LLC 0.45% Reduce -1.5% 72,648 $7.0M
Parkway Wealth Management Group, LLC 0.93% — 72,328 $6.9M
Cardiff Park Advisors, LLC 0.57% Add +0.7% 72,263 $6.9M
Sun Life Financial Inc. 0.36% Add +52.7% 72,172 $6.9M
Caerus Investment Advisors, LLC 2.29% Reduce -6.1% 71,529 $6.9M
Powell Investment Advisors, LLC 2.36% Reduce -0.4% 71,404 $6.9M
James Investment Research, Inc. 0.75% Reduce -22.7% 71,391 $6.9M
Sepio Capital, LP 0.38% Add +0.5% 71,372 $6.9M
Fund Evaluation Group, LLC 0.23% Reduce -8.1% 71,049 $6.8M
Sowell Financial Services LLC 0.25% Add +71.0% 71,050 $6.8M
Compound Planning, Inc. 0.20% Reduce -3.0% 70,866 $6.8M
North Dallas Bank & Trust Co. 4.42% — 70,556 $6.8M
Sharp Wealth Advisory, LLC 3.39% Add +5.6% 70,203 $6.7M
Prospera Financial Services Inc 0.11% Reduce -8.6% 69,839 $6.7M
McKinley Carter Wealth Services, Inc. 0.37% Reduce -5.8% 69,660 $6.7M
Angeles Wealth Management, LLC 0.37% Add +660.4% 69,572 $6.7M
Cadence Bank 0.39% Reduce -0.3% 69,369 $6.7M
First Western Trust Bank 0.32% Reduce -7.0% 68,811 $6.6M
GreatBanc Trust CO 4.66% Reduce -1.0% 68,800 $6.6M
All Terrain Financial Advisors, LLC 2.02% Add +33.6% 68,596 $6.6M
SVB Wealth LLC 0.38% Add +0.0% 67,983 $6.5M
Delta Financial Advisors LLC 1.68% Reduce -0.3% 67,348 $6.5M
Mgo One Seven LLC 0.13% Add +9.5% 67,242 $6.5M
LBJ Family Wealth Advisors, Ltd. 3.55% Reduce -13.2% 67,226 $6.5M
Thornburg Investment Management Inc. 0.08% Add +12.1% 67,126 $6.4M
Klingenstein Fields & Co. LP 0.24% Add +84.2% 66,726 $6.4M
Camarda Financial Advisors, LLC 2.43% Reduce -15.2% 66,521 $6.4M
Lake Hills Wealth Management, LLC 3.31% New 66,066 $6.3M
Weaver Capital Management LLC 1.34% Reduce -37.5% 66,020 $6.3M
Pathway Financial Advisors LLC 0.79% Reduce -0.0% 64,356 $6.3M
Neuberger Berman Group LLC 0.00% Add +10.3% 65,805 $6.3M
Paragon Capital Management Ltd 1.28% Add +1.4% 65,414 $6.3M
World Investment Advisors 0.10% Add +5.1% 64,717 $6.2M
Cary Street Partners Financial LLC 0.15% Add +86.0% 64,217 $6.2M
Macroview Investment Management LLC 4.24% Add +3.2% 64,181 $6.2M
Nicolet Bankshares Inc. 0.98% Reduce -5.0% 63,912 $6.1M
Foster & Motley Inc. 0.33% Reduce -50.1% 63,794 $6.1M
Sei Investments Co. 0.01% Reduce -9.0% 63,732 $6.1M
Patten & Patten Inc. 0.36% Add +16.6% 63,582 $6.1M
Aaron Wealth Advisors LLC 0.34% Reduce -0.1% 63,299 $6.1M
Cedar Mountain Advisors, LLC 1.17% Reduce -0.1% 62,922 $6.0M
Parisi Gray Wealth Management 1.37% Add +0.8% 62,920 $6.0M
Kestra Private Wealth Services, LLC 0.07% Add +8.2% 62,867 $6.0M
Genesis Financial Group, LLC 3.50% — 62,802 $6.0M
Richard W. Paul & Associates, LLC 2.00% Add +0.1% 62,630 $6.0M
Midwest Professional Planners, LTD. 1.42% Reduce -13.8% 62,406 $6.0M
Connecticut Wealth Management, LLC 0.26% Reduce -11.7% 62,388 $6.0M
Arcataur Capital Management LLC 1.70% Reduce -1.0% 61,678 $5.9M
RMR Wealth Builders 0.47% Add +0.5% 61,557 $5.9M
Avidian Wealth Enterprises, LLC 0.22% Add +1.6% 61,528 $5.9M
Providence First Trust Co 2.04% Add +8.9% 61,338 $5.9M
Hilltop Holdings Inc. 0.35% Add +1.5% 61,306 $5.9M
Schneider Downs Wealth Management Advisors, LP 0.66% Add +0.8% 61,180 $5.9M
Johnson Financial Group, Inc. 0.22% Add +7.8% 60,736 $5.8M
Invesco Ltd. 0.00% Add +854.2% 60,694 $5.8M
Dynamic Wealth Strategies, LLC 3.45% Reduce -0.3% 60,358 $5.8M
Endowment Wealth Management, Inc. 2.64% Add +62.4% 59,793 $5.7M
Snowden Capital Advisors LLC 0.15% Add +3.7% 59,360 $5.7M
Independent Financial Group, LLC 0.13% Add +11.4% 59,334 $5.7M
Webster Bank, N. A. 0.53% Reduce -0.1% 59,299 $5.7M
Ramsay, Stattman, Vela & Price, Inc. 1.02% Reduce -7.3% 59,075 $5.7M
Cornerstone Advisors Asset Management, LLC 0.92% No change 58,843 $5.7M
Pinnacle Bancorp, Inc. 1.65% Reduce -1.3% 58,751 $5.6M
First Citizens Bank & Trust Co. 0.12% Reduce -7.0% 58,739 $5.6M
Paladin Partners, LLC 4.19% — 58,618 $5.6M
Flower City Capital 2.85% Reduce -0.1% 58,263 $5.6M
Mullaney, Keating & Wright, Inc. 2.95% Add +7.6% 58,102 $5.6M
BSW Wealth Partners 0.67% Reduce -1.4% 57,918 $5.6M
Moller Wealth Partners 1.16% Reduce -2.7% 57,816 $5.6M
Burke & Herbert Bank & Trust Co. 1.53% Reduce -46.5% 57,540 $5.5M
Omega Advisors (Leon Cooperman) 0.18% No change 57,453 $5.5M
Rovin Capital /Ut/ 1.46% Add +5.1% 57,146 $5.5M
Apollon Wealth Management, LLC 0.09% Add +11.5% 56,964 $5.5M
Global Retirement Partners, LLC 0.10% Add +17.4% 56,890 $5.5M
Fi3 FINANCIAL ADVISORS, LLC 1.66% Reduce -4.9% 56,488 $5.4M
Mission Wealth Management, LP 0.11% Reduce -1.2% 56,354 $5.4M
ABLE Financial Group, LLC 1.10% Reduce -1.6% 56,351 $5.4M
Amara Financial, Llc. 3.74% Add +0.8% 56,242 $5.4M
First Foundation Advisors 0.20% Reduce -1.1% 56,230 $5.4M
Legal & General Group Plc 0.00% Reduce -26.5% 55,150 $5.3M
Smith & Howard Wealth Management, LLC 1.21% Add +0.1% 55,046 $5.3M
Harbour Trust & Investment Management Co 0.54% Reduce -1.0% 54,884 $5.3M
Meridian Wealth Management, LLC 0.18% Add +6.2% 54,476 $5.2M
CoreCap Advisors, LLC 0.18% Reduce -19.8% 54,445 $5.2M
Catalyst Financial Partners LLC 0.58% Add +1.6% 54,099 $5.2M
Grey Fox Wealth Advisors, LLC 1.06% Reduce -0.8% 54,078 $5.2M
Solstein Capital, LLC 2.08% Add +9.3% 53,959 $5.2M
CFS Investment Advisory Services, LLC 0.38% Reduce -1.2% 53,635 $5.2M
Thompson Siegel & Walmsley LLC 0.09% No change 53,491 $5.1M
Summit Financial Strategies, Inc. 0.42% Reduce -3.8% 53,433 $5.1M
Centaurus Financial, Inc. 0.23% Reduce -4.3% 53,199 $5.1M
Gryphon Financial Partners LLC 0.55% Add +18.4% 53,061 $5.1M
Crescent Grove Advisors, LLC 0.48% Reduce -0.6% 52,963 $5.1M
Gemmer Asset Management LLC 0.39% Add +0.9% 52,883 $5.1M
Visionary Wealth Advisors 0.23% Reduce -0.3% 52,861 $5.1M
Gerber Kawasaki Wealth & Investment Management 0.18% Add +16.7% 52,338 $5.0M
FFT Wealth Management LLC 0.96% Reduce -1.1% 52,244 $5.0M
Ibex Wealth Advisors 0.49% Add +1.3% 51,614 $5.0M
Santori & Peters, Inc. 1.68% Reduce -0.1% 51,345 $4.9M
Commonwealth Financial Services, LLC 0.81% Reduce -8.6% 51,345 $4.9M
O'shaughnessy Asset Management, LLC 0.03% Add +26.0% 51,344 $4.9M
Western Wealth Management, LLC 0.23% Add +4.2% 50,965 $4.9M
Elevation Point Wealth Partners, LLC 0.24% Add +163.6% 50,950 $4.9M
Agf Management Ltd. 0.02% Reduce -1.0% 50,526 $4.9M
M1 Capital Management LLC 2.02% Reduce -3.2% 50,370 $4.8M
GAMCO Investors 0.05% Reduce -3.3% 50,272 $4.8M
Gould Asset Management LLC 0.85% Reduce -1.4% 50,125 $4.8M
Tarbox Family Office, Inc. 0.76% Reduce -1.8% 49,273 $4.7M
Choate Investment Advisors 0.09% Reduce -0.1% 49,267 $4.7M
Cascade Financial Partners, LLC 0.48% Add +24.0% 49,057 $4.7M
Alesco Advisors, LLC, An ESL Co 0.12% Add +3.6% 49,012 $4.7M
Capital Advisors, Ltd. LLC 0.53% Add +3.2% 48,773 $4.7M
Aptus Capital Advisors, LLC 0.04% Reduce -2.9% 48,759 $4.7M
Belpointe Asset Management LLC 0.17% Reduce -3.3% 48,657 $4.7M
Foundations Investment Advisors, LLC 0.06% Add +141.1% 48,473 $4.7M
JFS Wealth Advisors, LLC 0.26% Add +1.6% 48,199 $4.6M
Atlantic Edge Private Wealth Management, LLC 1.15% Reduce -4.6% 48,174 $4.6M
Genus Capital Management Inc. 0.54% Reduce -0.6% 48,161 $4.6M
Founders Grove Wealth Partners, LLC 1.04% Reduce -2.5% 47,949 $4.6M
NTV Asset Management LLC 0.49% Add +16.2% 47,926 $4.6M
NewSquare Capital LLC 0.41% Reduce -29.5% 47,911 $4.6M
Leverty Financial Group, LLC 1.10% Reduce -0.2% 47,729 $4.6M
Fragasso Financial Advisors Inc 0.28% Reduce -0.8% 47,666 $4.6M
Cim Investment Management Inc. 1.20% No change 47,561 $4.6M
Sigma Investment Counselors Inc. 0.23% Reduce -0.5% 47,116 $4.5M
TD Waterhouse Canada Inc. 0.03% Add +5.3% 46,309 $4.4M
Penobscot Investment Management Company, Inc. 0.33% Add +5.7% 46,252 $4.4M
Compass Financial Group, Inc. (Ohio) 3.24% — 46,058 $4.4M
Banco Bilbao Vizcaya Argentaria, S.A. 0.03% Reduce -16.9% 45,791 $4.4M
Texas Bank & Trust Co 1.60% Reduce -0.1% 45,707 $4.4M
Dorsey & Whitney Trust CO LLC 0.23% Add +5.1% 45,549 $4.4M
Basecamp Wealth Advisors LLC 0.93% — 45,549 $4.4M
Farmers & Merchants Investments Inc. 0.12% Reduce -0.4% 45,262 $4.3M
NYL Investors LLC 1.48% No change 45,239 $4.3M
Rothschild Investment LLC 0.24% Add +7.7% 45,069 $4.3M
Dumont & Blake Investment Advisors LLC 1.04% Reduce -2.2% 45,023 $4.3M
Massar Capital Management, LP 0.85% New 44,875 $4.3M
Balefire, LLC 0.84% Add +0.4% 44,749 $4.3M
Waddell & Associates, LLC 0.29% Reduce -0.3% 44,704 $4.3M
Glass Jacobson Investment Advisors llc 1.54% Reduce -2.8% 44,564 $4.3M
Pandora Wealth, Inc. 2.57% Reduce -2.4% 44,098 $4.2M
Asset Management Group, Inc. 0.68% Add +1.2% 43,963 $4.2M
JMG Financial Group, Ltd. 0.12% Add +4.3% 43,803 $4.2M
Mosaic Family Wealth Partners, LLC 0.46% Reduce -0.0% 43,646 $4.2M
OneDigital Investment Advisors LLC 0.04% Add +4.2% 43,541 $4.2M
National Bank of Canada 0.00% Reduce -9.1% 43,437 $4.2M
Acropolis Investment Management, LLC 0.19% Reduce -1.4% 43,158 $4.1M
Pettyjohn, Wood & White, Inc. 0.64% Add +2.4% 42,549 $4.1M
Sterling Investment Advisors LLC 1.97% Add +0.3% 42,399 $4.1M
Capital Group Private Client Services, Inc. 0.06% Add +15.9% 42,392 $4.1M
Azimuth Capital Investment Management LLC 0.15% Reduce -1.8% 42,338 $4.1M
Texas Capital Bank Wealth Management Services Inc 0.23% Add +42.2% 41,983 $4.0M
Savvy Advisors, Inc. 0.13% Add +257.9% 41,742 $4.0M
Investment Partners, LTD. 1.40% Reduce -12.7% 41,732 $4.0M
Atlas Legacy Advisors, LLC 0.70% Add +13.8% 41,611 $4.0M
DV Trading LLC 0.34% — 41,318 $4.0M
Rehmann Capital Advisory Group 0.21% Add +2.8% 41,014 $3.9M
Pinnacle Associates Ltd. 0.05% Add +5.3% 40,989 $3.9M
XML Financial, LLC 0.32% Add +0.6% 40,983 $3.9M
New Republic Capital, LLC 1.05% Reduce -25.5% 40,889 $3.9M
Argos Wealth Advisors, LLC 1.05% — 40,884 $3.9M
Flagstar Securities, Inc. 1.31% Reduce -36.8% 40,720 $3.9M
Staley Capital Advisers Inc. 0.16% No change 40,500 $3.9M
Sheets Smith Wealth Management 0.42% Reduce -2.3% 40,250 $3.9M
Fsa Wealth Partners, Inc. 1.38% Add +45.0% 39,940 $3.8M
True Link Financial Advisors, LLC 0.23% Add +13.8% 39,887 $3.8M
Ridge Creek Global, Inc 3.21% — 39,840 $3.8M
Bridgewater Advisors Inc. 0.25% Reduce -0.8% 38,629 $3.8M
Curbstone Financial Management Corp 0.73% No change 39,833 $3.8M
Thrive Wealth Management, LLC 0.56% Add +3.8% 39,831 $3.8M
Beutel, Goodman & Co Ltd. 0.02% Reduce -1.0% 39,652 $3.8M
Richwood Investment Advisors, LLC 2.73% Add +2.5% 37,038 $3.8M
Legacy Trust 0.71% Add +20.6% 39,492 $3.8M
Allen Investment Management, LLC 0.04% No change 39,387 $3.8M
PFW Advisors LLC 1.14% Reduce -3.5% 39,335 $3.8M
Tempo Wealth, LLC 0.67% — 39,331 $3.8M
Hengehold Capital Management LLC 0.32% Reduce -0.0% 39,191 $3.8M
Northern Lights Advisors, Inc. 2.55% — 38,756 $3.7M
XTX Topco Ltd 0.10% Add +143.4% 38,735 $3.7M
McAdam, LLC 0.17% Add +9.7% 38,577 $3.7M
NWF Advisory Services Inc. 0.41% Add +13.4% 38,229 $3.7M
Wealth Analytics Partners, LLC 1.43% — 38,055 $3.7M
Washington Trust Bank 0.26% Add +25.6% 37,982 $3.6M
Warwick Investment Management, Inc. 0.56% Reduce -4.2% 37,887 $3.6M
Pettinga Financial Advisors LLC 0.68% Reduce -1.3% 37,529 $3.6M
Nwam LLC 0.20% Reduce -10.8% 37,116 $3.6M
Perennial Investment Advisors, LLC 0.28% Add +74.2% 37,098 $3.6M
Palisade Asset Management, LLC 0.35% Add +0.3% 36,882 $3.5M
Defined Wealth Management, LLC 2.02% Reduce -1.4% 36,579 $3.5M
McLean Asset Management Corp 0.63% Reduce -0.6% 35,370 $3.5M
Tower Research Capital LLC (TRC) 0.08% Add +8677.4% 36,514 $3.5M
Laurel Wealth Advisors LLC 0.46% Reduce -0.6% 36,462 $3.5M
Ramiah Investment Group 3.03% Reduce -9.8% 36,404 $3.5M
Breakthru Advisory Services, LLC 2.23% No change 36,260 $3.5M
Ashford Advisors, LLC 0.76% No change 36,207 $3.5M
Nexus Investment Management ULC 0.47% Reduce -4.2% 36,150 $3.5M
Dynamic Advisor Solutions LLC 0.11% Add +7.1% 35,852 $3.4M
Krilogy Financial LLC 0.12% Add +4.1% 34,197 $3.4M
Nvwm, LLC 0.74% Reduce -7.5% 35,627 $3.4M
RiverFront Investment Group, LLC 0.06% Reduce -4.4% 35,587 $3.4M
Graves Light Lenhart Wealth, Inc. 0.36% Reduce -0.2% 35,507 $3.4M
Coordinated Financial Services, Inc. 1.98% Add +4.9% 35,418 $3.4M
Mutual Advisors, LLC 0.07% Add +2.5% 35,381 $3.4M
1834 Investment Advisors Co. 0.43% Reduce -6.6% 35,377 $3.4M
FAS Wealth Partners, Inc. 0.22% Add +0.4% 35,198 $3.4M
Copia Wealth Management 2.40% Reduce -2.8% 34,939 $3.4M
Rockland Trust Co. 0.13% Add +0.3% 34,939 $3.4M
Roble, Belko & Company, Inc 0.44% No change 34,668 $3.3M
SlateStone Wealth, LLC 0.28% Add +0.5% 34,648 $3.3M
Evanson Asset Management, LLC 0.18% Reduce -0.6% 34,637 $3.3M
Orgel Wealth Management, LLC 0.07% Add +0.1% 34,420 $3.3M
Strategy Asset Managers LLC 0.54% Add +113.0% 34,396 $3.3M
First Nebraska Trust Co 0.30% Add +3.3% 34,321 $3.3M
CMG Global Holdings, LLC 1.46% Add +0.4% 32,225 $3.3M
McCarter Private Wealth Services LLC 1.47% Reduce -0.3% 34,149 $3.3M
EFG International AG 0.06% — 34,133 $3.3M
Morton Brown Family Wealth, LLC 0.88% Reduce -1.5% 33,827 $3.2M
Jane Street Group, LLC 0.00% Reduce -97.8% 33,824 $3.2M
U.S. Capital Wealth Advisors, LLC 0.08% Add +3.9% 33,721 $3.2M
Montis Financial, LLC 0.64% Reduce -0.4% 33,519 $3.2M
LTG Capital LLC 2.50% Reduce -2.7% 33,432 $3.2M
Greenfield Savings Bank 1.35% Add +13.5% 33,363 $3.2M
Assetmark, Inc. 0.01% Add +34.3% 33,348 $3.2M
Connor, Clark & Lunn Investment Management Ltd. 0.01% No change 33,278 $3.2M
MPS Loria Financial Planners, LLC 0.82% Add +0.5% 33,251 $3.2M
Flagship Wealth Advisors, LLC 0.93% Reduce -3.6% 33,249 $3.2M
J. Safra Sarasin Holding AG 0.05% No change 33,155 $3.2M
Seaview Investment Managers LLC 1.20% New 33,095 $3.2M
Probity Advisors, Inc. 0.51% Reduce -1.2% 33,009 $3.2M
Nicholas Hoffman & Company, LLC. 0.07% Reduce -0.0% 33,005 $3.2M
Two Sigma Securities, LLC 0.43% Reduce -52.4% 32,824 $3.2M
Independence Wealth Advisors, LLC 1.77% — 32,821 $3.2M
PW Nova Financial Services LLC 1.19% — 32,433 $3.1M
Brian Low Financial Group, LLC 2.23% Reduce -0.2% 32,731 $3.1M
Canandaigua National Trust Co of Florida 1.96% Add +15.6% 32,657 $3.1M
HBK Sorce Advisory LLC 0.07% Add +3.1% 30,541 $3.1M
Advyzon Investment Management, LLC 0.36% Add +40.3% 32,595 $3.1M
Central Pacific Bank - Trust Division 0.40% Reduce -19.7% 32,568 $3.1M
Etesian Wealth Advisors, Inc. 0.98% Add +0.0% 32,555 $3.1M
Merit Financial Group, LLC 0.03% Reduce -30.4% 32,502 $3.1M
American Financial Advisors, LLC 0.40% Reduce -5.3% 32,482 $3.1M
Fisher Asset Management 0.00% Add +23.9% 32,463 $3.1M
Rainier Family Wealth Inc. 2.34% Add +10.1% 32,375 $3.1M
Salus Financial Advisors, LLC 1.86% Reduce -2.8% 32,318 $3.1M
Kingsview Wealth Management, LLC 0.04% Add +7.0% 32,226 $3.1M
Boltwood Capital Management 0.80% Reduce -0.1% 32,082 $3.1M
Toronto Dominion Bank 0.01% Add +214.5% 32,037 $3.1M
South Plains Financial, Inc. 1.83% No change 31,992 $3.1M
Retirement Income Solutions, Inc. 0.52% Add +0.1% 31,830 $3.1M
GC Wealth Management RIA, LLC 0.11% Add +100.6% 31,619 $3.0M
Avior Wealth Management, LLC 0.09% Reduce -4.1% 31,523 $3.0M
Pointe Capital Management LLC 1.50% Add +12.0% 31,415 $3.0M
Westshore Wealth, LLC 1.00% Add +6.1% 31,400 $3.0M
Arete Wealth Advisors, LLC 0.21% Reduce -0.2% 31,194 $3.0M
Fort Washington Investment Advisors Inc. 0.02% Add +15.0% 30,932 $3.0M
Neumann Capital Management, LLC 0.86% Reduce -0.3% 30,923 $3.0M
Private Wealth Advisors, LLC 1.06% Reduce -0.1% 30,761 $3.0M
Elyxium Wealth, LLC 0.82% Add +9.3% 30,690 $2.9M
Farmers Trust Co. 0.48% Reduce -1.7% 30,684 $2.9M
White Pine Capital LLC 0.81% Add +7.7% 30,655 $2.9M
William Howard & Co Financial Advisors Inc 2.48% Add +0.1% 30,575 $2.9M
Klingman & Associates, LLC 0.14% Add +0.8% 30,542 $2.9M
Appleton Partners Inc. 0.19% Reduce -3.4% 30,501 $2.9M
AE Wealth Management LLC 0.02% Reduce -8.5% 30,446 $2.9M
Peoples Financial Services Corp. 1.35% Reduce -7.7% 30,238 $2.9M
Morris Financial Concepts, Inc. 1.02% Add +0.1% 30,213 $2.9M
Johnson & White Wealth Management, LLC 1.26% Reduce -2.3% 30,134 $2.9M
Henrickson Nauta Wealth Advisors, Inc. 0.42% Add +100.0% 29,264 $2.9M
Cape Cod Five Cents Savings Bank 0.26% No change 34,240 $2.9M
Daymark Wealth Partners, LLC 0.09% Reduce -2.0% 29,766 $2.9M
Capstone Capital Management Ltd 2.74% — 29,700 $2.9M
Financial Synergies Wealth Advisors, Inc. 0.28% Reduce -0.2% 29,674 $2.8M
Inman Jager Wealth Management, LLC 1.74% Reduce -0.8% 29,585 $2.8M
Bluedoor Private Wealth, LLC 1.31% — 29,506 $2.8M
SouthState Bank Corp 0.13% Reduce -0.6% 29,324 $2.8M
ASL Financial, LLC 2.21% — 29,240 $2.8M
Private Trust Co. NA 0.25% Add +4.7% 29,145 $2.8M
Evoke Wealth, LLC 0.05% Add +39.1% 28,992 $2.8M
Bar Harbor Wealth Management 0.16% Add +10.2% 28,988 $2.8M
Joel Isaacson & Co., LLC 0.09% Add +5.0% 28,977 $2.8M
Jump Financial, LLC 0.04% New 28,921 $2.8M
Ehrenkranz Partners L.P. 3.15% New 28,918 $2.8M
Urban Financial Advisory Corp 1.09% Add +1.8% 28,915 $2.8M
TSG Advice Partners, LLC 0.42% — 28,897 $2.8M
Matrix Private Capital Group LLC 1.41% Add +0.5% 28,886 $2.8M
Tobias Financial Advisors, Inc. 0.39% Reduce -7.2% 28,769 $2.8M
Cliftonlarsonallen Wealth Advisors, LLC 0.04% Reduce -0.3% 28,727 $2.8M
Woodstock Corp. 0.24% No change 28,680 $2.8M
Rialto Wealth Management, LLC 0.66% Add +1.1% 28,661 $2.8M
Advisor OS, LLC 0.22% Add +4.2% 28,627 $2.7M
Hillman Capital Management, Inc. 1.73% Add +10.6% 28,562 $2.7M
WBH Advisory Inc. 0.20% Reduce -0.3% 28,516 $2.7M
Evergreen Capital Management LLC 0.06% Add +68.9% 28,486 $2.7M
Community Bank, N.A. 0.32% Reduce -1.7% 28,454 $2.7M
Harbour Investments, Inc. 0.06% Add +3.2% 28,346 $2.7M
Trek Financial, LLC 0.16% Add +15.3% 28,138 $2.7M
Trust Co. of Toledo NA 0.27% Add +2.0% 28,054 $2.7M
Integrated Wealth Concepts LLC 0.03% Reduce -28.1% 28,027 $2.7M
GS Investments, Inc. 1.46% Reduce -0.0% 27,997 $2.7M
HFG Advisors, Inc. 1.95% Add +3.9% 27,990 $2.7M
Lanark Financial, Inc. 0.20% Add +2.8% 27,917 $2.7M
Marquette Asset Management, LLC 0.40% No change 27,862 $2.7M
Lifestyle Asset Management, Inc. 0.87% Add +40.5% 27,815 $2.7M
First Interstate Bank 0.14% Add +23.1% 27,775 $2.7M
Boston Common Asset Management, LLC 0.16% New 27,756 $2.7M
Larson Financial Group LLC 0.09% Add +1.0% 27,755 $2.7M
Eastern Bank 0.05% Add +5.8% 27,552 $2.6M
Columbia Bank 0.73% No change 27,306 $2.6M
Welch & Forbes LLC 0.03% Add +0.6% 27,172 $2.6M
Counterweight Ventures, LLC 1.46% Add +0.8% 27,110 $2.6M
Montecito Bank & Trust 0.41% Reduce -0.4% 27,061 $2.6M
CSS LLC 0.43% Reduce -15.0% 27,020 $2.6M
Carnegie Investment Counsel 0.05% Add +14.5% 26,938 $2.6M
BigSur Wealth Management LLC 0.63% No change 26,938 $2.6M
CX Institutional 0.08% Reduce -5.5% 26,911 $2.6M
BLB&B Advisors, LLC 0.11% Reduce -0.2% 26,712 $2.6M
Sachem Hill LLC 0.50% Reduce -3.1% 26,660 $2.6M
Bedel Financial Consulting, Inc. 0.28% Add +0.8% 26,649 $2.6M
Focus Financial Network, Inc. 0.09% Reduce -5.1% 26,618 $2.6M
Atlas Brown,Inc. 0.76% Add +0.1% 26,591 $2.6M
GM Advisory Group, LLC 0.10% Add +144.8% 26,548 $2.5M
Keating Financial Advisory Services, Inc. 0.34% — 26,449 $2.5M
Serenity Investment Advisors 1.48% — 25,928 $2.5M
Congress Asset Management Co. 0.02% Reduce -1.3% 26,410 $2.5M
Retirement Planning Group, LLC 0.08% Reduce -3.7% 26,342 $2.5M
Gambit Capital Management, LLC 1.81% — 26,322 $2.5M
Clarus Wealth Advisors 1.05% Add +0.6% 25,548 $2.5M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% New 26,237 $2.5M
1832 Asset Management L.P. 0.00% Add +116.8% 26,143 $2.5M
Quotient Wealth Partners, LLC 0.07% Add +0.2% 26,141 $2.5M
Childress Capital Advisors, LLC 0.40% Add +808.1% 26,036 $2.5M
KG Capital Management 0.64% Add +2.3% 25,968 $2.5M
Douglass Winthrop Advisors, LLC 0.04% Add +6.6% 25,873 $2.5M
Arcadia Investment Management Corp. 0.40% Reduce -32.2% 25,828 $2.5M
Naples Global Advisors, LLC 0.19% Reduce -0.5% 25,820 $2.5M
Associated Banc-Corp 0.06% Reduce -0.1% 25,819 $2.5M
WCG Wealth Advisors LLC 0.07% New 25,808 $2.5M
B. Riley Wealth Advisors, Inc. 0.12% Add +17.6% 25,808 $2.5M
Simon Quick Advisors, LLC 0.11% Reduce -0.2% 25,807 $2.5M
J. R. Prunier Capital Management LLC 1.03% — 25,750 $2.5M
Efficient Advisors, LLC 0.14% Reduce -7.0% 25,697 $2.5M
Annandale Capital, LLC 0.40% Reduce -3.6% 25,561 $2.5M
Pallas Capital Advisors LLC 0.08% Add +19.6% 25,542 $2.5M
Intrua Financial, LLC 0.27% Add +1.5% 25,540 $2.5M
GEM Asset Management, LLC 1.09% No change 24,974 $2.4M
Maple Capital Management, Inc. 0.15% Reduce -0.3% 25,371 $2.4M
Lavaca Capital LLC 0.41% No change 25,300 $2.4M
HighPoint Advisor Group LLC 0.05% New 25,188 $2.4M
Quadrature Capital Ltd 0.02% Reduce -58.6% 25,158 $2.4M
Westmount Partners, LLC 0.60% Reduce -1.7% 25,063 $2.4M
First Financial Corp. 0.91% No change 25,046 $2.4M
Boyd Watterson Asset Management LLC 0.70% Reduce -0.2% 25,045 $2.4M
Tudor Financial Inc. 1.23% Add +1.4% 24,946 $2.4M
Hubbell Strickland Wealth Management, LLC 0.96% Add +14.7% 24,909 $2.4M
Cumberland Partners Ltd 0.15% Reduce -12.4% 24,900 $2.4M
LOM Asset Management Ltd 0.69% Add +8.4% 24,735 $2.4M
Lexington Hill Partners, LLC 1.78% — 24,715 $2.4M
Bank of Hawaii 0.12% No change 24,693 $2.4M
B&D White Capital Company, LLC 0.27% No change 24,691 $2.4M
Signet Private Wealth LLC 2.27% — 24,648 $2.4M
Virtue Asset Management LLC 1.92% Add +5.6% 24,636 $2.4M
Harbor Advisory Corp. 0.71% Reduce -2.2% 24,593 $2.4M
Glenview Trust Co 0.04% No change 24,487 $2.4M
Motco 0.21% Reduce -2.0% 24,390 $2.3M
Quadrant Capital Group LLC 0.07% Add +4.0% 24,368 $2.3M
Alpha Advisors, LLC 1.80% Add +0.1% 24,352 $2.3M
Country Trust Bank 0.04% Add +0.1% 24,304 $2.3M
Harvest Investment Services, LLC 0.44% Reduce -6.0% 24,285 $2.3M
Topsail Wealth Management, LLC 0.34% Add +2.5% 24,154 $2.3M
Shoker Investment Counsel, Inc. 0.68% Add +0.5% 24,070 $2.3M
Viewpoint Capital Management LLC 1.00% Add +4.1% 24,038 $2.3M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.04% Add +27.6% 23,957 $2.3M
Smith Partners Wealth Management, LLC 2.11% — 23,905 $2.3M
Lighthouse Financial LLC 1.50% Add +6.7% 23,865 $2.3M
DF Dent & Co. Inc. 0.03% Add +38.3% 23,852 $2.3M
Evermay Wealth Management LLC 0.26% Reduce -11.3% 23,777 $2.3M
Embree Financial Group 0.28% Reduce -3.3% 23,698 $2.3M
Atticus Wealth Management, LLC 0.56% Add +4.7% 23,668 $2.3M
Live Oak Private Wealth LLC 0.31% No change 23,598 $2.3M
Denver PWM, LLC 0.75% No change 24,995 $2.2M
Prosperity Bancshares Inc 2.01% — 23,200 $2.2M
West Michigan Advisors, LLC 0.51% Add +131.8% 23,196 $2.2M
Steph & Co. 0.64% Reduce -1.9% 23,125 $2.2M
WealthCare Asset Management, LLC 2.04% — 23,503 $2.2M
Newport Capital Group, LLC 1.34% Reduce -3.0% 22,813 $2.2M
VestGen Advisors, LLC 0.09% Reduce -8.6% 22,742 $2.2M
Marshall Wace, LLP 0.00% New 22,740 $2.2M
Lionsbridge Wealth Management LLC 2.19% Reduce -0.4% 22,558 $2.2M
SkyView Investment Advisors, LLC 0.27% No change 22,553 $2.2M
James J. Burns & Company, LLC 0.30% Add +0.8% 22,548 $2.2M
Optas, LLC 0.34% No change 22,540 $2.2M
Trust Co. of Vermont 0.09% Add +0.5% 22,511 $2.2M
Berkshire Asset Management LLC 0.09% Reduce -0.1% 22,506 $2.2M
1015 Capital Partners, LLC 2.12% — 22,493 $2.2M
Fairway Wealth LLC 0.58% Add +0.2% 22,473 $2.2M
Florida Trust Wealth Management Co 0.06% No change 22,472 $2.2M
Wedbush Securities Inc. 0.06% Add +2.5% 22,460 $2.2M
Brightwater Advisory LLC 1.45% Reduce -0.5% 22,417 $2.2M
Horizons Wealth Management 1.43% Reduce -2.7% 22,406 $2.2M
Sterling Capital Management LLC 0.04% Reduce -1.1% 22,342 $2.1M
Trinity Financial Advisors LLC 0.60% Add +0.3% 22,316 $2.1M
Waldron Private Wealth LLC 0.08% Reduce -5.7% 22,238 $2.1M
Vise Technologies, Inc. 0.04% Add +36.8% 22,221 $2.1M
Bank of New Hampshire 0.48% Reduce -5.1% 22,189 $2.1M
Busey Bank 0.06% Add +3.3% 22,113 $2.1M
Resonant Capital Advisors, LLC 0.12% Reduce -3.3% 22,071 $2.1M
Hiley Hunt Wealth Management 0.95% Reduce -3.1% 22,044 $2.1M
Washington Trust Advisors, Inc. 0.16% Reduce -3.0% 22,017 $2.1M
CM Wealth Advisors LLC 0.48% Reduce -3.0% 21,999 $2.1M
Hall Laurie J Trustee 0.70% No change 21,879 $2.1M
Blue Trust, Inc. 0.02% Add +18.9% 21,878 $2.1M
Valpey Financial Services, LLC 1.34% Reduce -0.4% 21,781 $2.1M
Americana Partners, LLC 0.06% Add +1.6% 21,746 $2.1M
Edge Financial Advisors LLC 0.88% Reduce -2.4% 21,718 $2.1M
Principal Securities, Inc. 0.03% Reduce -2.0% 21,539 $2.1M
Fairman Group, LLC 1.65% Add +1.8% 21,538 $2.1M
Biltmore Family Office, LLC 0.28% Add +0.4% 21,493 $2.1M
Sage Mountain Advisors LLC 0.11% No change 21,487 $2.1M
Stephens Consulting, LLC 0.67% Add +0.0% 21,466 $2.1M
Davidson Trust Co. 0.86% Add +2.3% 21,456 $2.1M
William John Sempolinski 1.00% — 21,195 $2.0M
Eukles Asset Management 0.79% Add +0.8% 21,193 $2.0M
Fusion Family Wealth, LLC 0.15% Add +0.1% 21,122 $2.0M
TCI Wealth Advisors, Inc. 0.11% Add +47.5% 21,090 $2.0M
Bank Ozk 0.71% Reduce -1.0% 21,067 $2.0M
MGB Wealth Management, LLC 0.58% Add +4.5% 20,887 $2.0M
Greenline Partners, LLC 0.23% No change 20,948 $2.0M
Sagespring Wealth Partners, LLC 0.04% Reduce -2.1% 20,915 $2.0M
Breachway Investments LLC 2.12% — 20,915 $2.0M
Athena Investment Management 1.03% No change 20,869 $2.0M
Smithfield Trust Co 0.09% No change 20,860 $2.0M
Gallacher Capital Management LLC 0.77% Add +206.9% 20,827 $2.0M
Hansen & Associates Financial Group, Inc. 1.09% Reduce -2.0% 19,185 $2.0M
Cahill Financial Advisors Inc. 0.22% Add +0.6% 20,817 $2.0M
Regal Investment Advisors LLC 0.12% Add +25.9% 20,744 $2.0M
Ameritas Advisory Services, LLC 0.07% Add +79.8% 20,650 $2.0M
Fifth Third Securities, Inc. 0.13% Add +272.5% 20,598 $2.0M
Global Strategic Investment Solutions, LLC 0.19% Reduce -1.5% 20,486 $2.0M
Parsons Capital Management Inc. 0.11% Reduce -1.3% 20,479 $2.0M
Midland Wealth Advisors, LLC 0.10% Reduce -2.9% 20,429 $2.0M
Goelzer Investment Management, Inc. 0.09% Reduce -1.3% 20,425 $2.0M
Summitry LLC 0.08% No change 20,413 $2.0M
United Bank 0.26% No change 20,383 $2.0M
Second Line Capital, LLC 0.40% Reduce -2.6% 20,260 $1.9M
Brookstone Capital Management 0.02% Add +7.8% 20,231 $1.9M
VeraBank, N.A. 0.35% Add +2.5% 20,184 $1.9M
Trail Ridge Investment Advisors, LLC 0.83% No change 20,172 $1.9M
Integrated Investment Consultants, LLC 0.38% Add +3.5% 20,162 $1.9M
Focus Partners Advisor Solutions, LLC 0.02% Reduce -31.3% 20,157 $1.9M
KFA Private Wealth Group, LLC 0.47% Add +10.1% 20,155 $1.9M
Chilton Capital Management LLC 0.07% Reduce -5.2% 19,972 $1.9M
Twele Capital Management, Inc. 0.34% Reduce -0.3% 19,959 $1.9M
MidFirst Bank 0.15% — 19,933 $1.9M
Tennessee Valley Asset Management Partners 0.25% Add +1.6% 19,924 $1.9M
Chemung Canal Trust Co. 0.38% Add +0.2% 19,895 $1.9M
Curated Wealth Partners LLC 0.21% Add +1.9% 19,810 $1.9M
Trilogy Capital Inc. 0.08% Add +183.7% 19,786 $1.9M
Veracity Capital LLC 0.56% Add +0.0% 19,760 $1.9M
LFA - Lugano Financial Advisors SA 0.98% Add +2.5% 19,699 $1.9M
Great Waters Wealth Management 0.21% Add +1.5% 19,524 $1.9M
Frank, Rimerman Advisors LLC 0.12% No change 19,461 $1.9M
Abacus Planning Group, Inc. 0.25% Reduce -1.7% 19,447 $1.9M
Mayflower Financial Advisors, LLC 0.23% Add +4.3% 19,362 $1.9M
MPWM Advisory Solutions, LLC 1.03% Add +4305.9% 19,342 $1.9M
City Center Advisors, LLC 1.71% Add +26.5% 19,326 $1.9M
Berman McAleer LLC 0.25% Reduce -0.4% 19,318 $1.9M
Arax Advisory Partners 0.05% New 19,253 $1.8M
Bluefin Capital Management, LLC 0.52% New 19,230 $1.8M
Smith, Moore & Co. 0.14% Add +4.8% 19,096 $1.8M
Harding Loevner LP 0.02% Add +692.8% 19,020 $1.8M
WLTH Capital Management, LLC 1.40% — 17,420 $1.8M
AlphaCore Capital LLC 0.04% Add +142.9% 18,819 $1.8M
Windsor Capital Management, LLC 0.53% Reduce -4.6% 18,782 $1.8M
Lee Danner & Bass Inc. 0.13% Reduce -2.8% 18,702 $1.8M
Beirne Wealth Consulting Services, LLC 0.52% Reduce -2.1% 18,677 $1.8M
Roman Butler Fullerton & Co. 0.47% Reduce -51.8% 17,962 $1.8M
Oakwell Private Wealth Management, LLC 0.33% Add +2.1% 18,498 $1.8M
Panagora Asset Management Inc. 0.01% Add +58.6% 18,464 $1.8M
Apella Capital, LLC 0.03% Add +24.6% 18,366 $1.8M
Clear Harbor Asset Management, LLC 0.12% Add +2.0% 18,345 $1.8M
Rossmore Private Capital 0.16% Add +22.1% 18,316 $1.8M
Legacy Capital Wealth Partners, LLC 0.38% Add +1.1% 18,242 $1.8M
Moors & Cabot, Inc. 0.07% Reduce -2.1% 18,151 $1.7M
Legacy Capital Group California, Inc. 0.42% Add +42.3% 18,136 $1.7M
First American Trust, FSB 0.12% Reduce -25.8% 18,124 $1.7M
Legacy Wealth Partners, LLC 0.45% — 18,066 $1.7M
Gladstone Institutional Advisory LLC 0.07% Reduce -0.3% 18,032 $1.7M
Belvedere Trading LLC 0.32% Add +242.9% 17,972 $1.7M
First Bancorp, Inc 0.91% Reduce -4.0% 17,900 $1.7M
Natixis 0.01% Add +35.4% 17,746 $1.7M
Indiana Trust & Investment Management Co 0.50% Reduce -1.8% 17,553 $1.7M
Blue Zone Wealth Advisors, LLC 0.32% Add +62.8% 17,534 $1.7M
Moody LYNN Lieberson & Walker, LLC 0.09% Reduce -35.4% 17,451 $1.7M
Certuity, LLC 0.11% Reduce -24.0% 17,409 $1.7M
Factor Wealth Management LTD 0.36% Add +5.4% 17,379 $1.7M
Farmers & Merchants Trust Co of Chambersburg PA 0.47% Reduce -2.0% 17,373 $1.7M
Norden Group LLC 0.16% Reduce -44.6% 17,229 $1.7M
Brooklyn Investment Group 0.08% New 17,168 $1.7M
Genesis Wealth Advisors, LLC 1.13% Reduce -1.3% 17,194 $1.7M
MIdWestOne Financial Group, Inc. 0.18% Reduce -3.0% 17,187 $1.7M
Davis R M Inc. 0.03% Reduce -11.7% 17,181 $1.6M
Savior LLC 5.93% Add +14.4% 17,103 $1.6M
Leith Wheeler Investment Counsel Ltd. 0.12% Reduce -0.1% 17,086 $1.6M
Osborne Partners Capital Management, LLC 0.08% Add +0.6% 16,955 $1.6M
Alpine Bank Wealth Management 0.23% Reduce -3.5% 16,892 $1.6M
Narus Financial Partners, LLC 0.45% Reduce -11.1% 16,886 $1.6M
Bitterroot Capital Advisors LLC 1.11% — 16,882 $1.6M
Innova Wealth Partners 0.82% Reduce -40.4% 16,863 $1.6M
Teachers Insurance & Annuity Association of America 1.90% No change 16,845 $1.6M
Benjamin Edwards Inc. 0.02% Reduce -1.9% 16,832 $1.6M
Plante Moran Financial Advisors, LLC 0.10% Add +3.5% 16,751 $1.6M
Triasima Portfolio Management inc. 0.24% Add +0.7% 16,750 $1.6M
Harbour Capital Advisors, LLC 0.33% Reduce -4.5% 16,515 $1.6M
Michels Family Financial, LLC 1.18% Add +3.3% 16,685 $1.6M
Riverbridge Partners LLC 0.03% No change 16,647 $1.6M
MTM Investment Management, LLC 0.51% Add +9.5% 16,609 $1.6M
Trust Point Inc. 0.13% Reduce -1.8% 16,590 $1.6M
Lyell Wealth Management, LP 0.11% Reduce -0.2% 16,511 $1.6M
Zhang Financial LLC 0.06% Add +1.2% 16,398 $1.6M
Wedmont Private Capital 0.05% Add +3.8% 16,080 $1.6M
Equitable Trust Co. 0.07% No change 16,380 $1.6M
First Manhattan Co. Llc. 0.00% Reduce -1.4% 16,341 $1.6M
Hollencrest Capital Management 0.05% No change 16,334 $1.6M
ProVise Management Group, LLC 0.11% Reduce -1.3% 16,322 $1.6M
FDx Advisors, Inc. 0.80% Reduce -24.9% 16,301 $1.6M
Well Done, LLC 0.23% No change 16,290 $1.6M
Granite Harbor Advisors, Inc. 0.66% Add +1.1% 16,216 $1.6M
1607 Capital Partners, LLC 0.11% New 16,150 $1.6M
Hickory Point Bank & Trust 1.12% Add +6.3% 16,090 $1.5M
Stordahl Capital Management, Inc. 0.32% Add +4.1% 16,066 $1.5M
North Star Investment Management Corp. 0.10% Reduce -1.7% 16,022 $1.5M
Independent Advisor Alliance 0.04% Add +1.5% 15,958 $1.5M
SOA Wealth Advisors, LLC. 0.25% Add +10.9% 15,936 $1.5M
Strategic Investment Advisors / MI 0.13% Reduce -90.9% 15,932 $1.5M
HighRoad Wealth Advisors, LLC 1.45% — 15,862 $1.5M
SBI Securities Co., Ltd. 0.04% Reduce -1.6% 15,801 $1.5M
Bahl & Gaynor LLC 0.01% Add +7.1% 15,769 $1.5M
Firestone Capital Management 0.32% Add +0.5% 15,765 $1.5M
Pine Valley Investments Ltd Liability Co 0.08% Reduce -1.8% 15,748 $1.5M
Wingate Wealth Advisors, Inc. 0.84% Add +0.9% 15,709 $1.5M
Lowe Brockenbrough & Co. Inc. 0.07% Reduce -0.6% 15,668 $1.5M
Legacy Bridge, LLC 0.61% No change 15,634 $1.5M
Builder Investment Group Inc. 0.32% Reduce -0.4% 15,562 $1.5M
Insigneo Advisory Services, LLC 0.11% Add +1.5% 15,558 $1.5M
Wolff Financial Management LLC 0.34% Add +1.1% 15,509 $1.5M
Legacy Advisors, LLC 0.16% Add +2.3% 15,500 $1.5M
SageView Advisory Group, LLC 0.05% Reduce -22.5% 15,473 $1.5M
Sterling Investment Advisors, Ltd. 0.27% Add +4.8% 15,555 $1.5M
Journey Advisory Group, LLC 0.12% Add +24.8% 15,418 $1.5M
Buck Wealth Strategies, LLC 0.19% Reduce -17.3% 15,370 $1.5M
TFC Financial Management, Inc. 0.18% Add +15.0% 15,344 $1.5M
Eclectic Associates Inc. 0.23% New 15,268 $1.5M
Cambridge Advisors Inc. 0.28% Reduce -0.0% 15,182 $1.5M
TFO Wealth Partners, LLC 0.22% Reduce -6.5% 15,126 $1.5M
Navis Wealth Advisors, LLC 0.61% Add +30.1% 15,112 $1.5M
Texas Yale Capital Corp. 0.04% Reduce -0.0% 15,075 $1.4M
Mainsail Asset Management, LLC 0.62% Add +1.7% 15,047 $1.4M
M Holdings Securities, Inc. 0.10% New 15,045 $1.4M
Manhattan West Asset Management, LLC 0.30% Add +24.0% 15,030 $1.4M
Edgestream Partners, L.P. 0.04% Add +6.4% 15,028 $1.4M
RFG Advisory, LLC 0.03% Reduce -2.3% 14,992 $1.4M
Tompkins Financial Corp. 0.11% No change 14,992 $1.4M
Affiance Financial, LLC 0.23% No change 14,967 $1.4M
Tortoise Investment Management, LLC 0.13% Reduce -8.6% 14,958 $1.4M
Cahaba Wealth Management, Inc. 0.10% Add +1.6% 14,941 $1.4M
Sunburst Financial Group, LLC 0.29% Add +0.1% 14,939 $1.4M
Hexagon Capital Partners LLC 0.27% Add +0.1% 14,935 $1.4M
CSM Advisors, LLC 0.04% No change 14,900 $1.4M
Franklin, Parlapiano, Turner & Welch, LLC 0.36% No change 14,369 $1.4M
Matrix Asset Advisors Inc. 0.13% Add +0.2% 14,854 $1.4M
Patten Group, Inc. 0.26% Reduce -2.6% 14,821 $1.4M
Anchyra Partners LLC 0.43% — 14,603 $1.4M
Deroy & Devereaux Private Investment Counsel Inc. 0.07% No change 14,600 $1.4M
Hudson Portfolio Management LLC 1.21% Add +0.7% 14,594 $1.4M
LaSalle St. Investment Advisors, LLC 0.22% Reduce -3.2% 14,517 $1.4M
Emprise Bank 0.58% No change 14,452 $1.4M
Roehl & Yi Investment Advisors, LLC 0.55% No change 14,437 $1.4M
Highland Capital Management, LLC 0.07% Add +1.6% 14,380 $1.4M
Private Client Services, LLC 0.43% Add +1.6% 14,316 $1.4M
Patriot Investment Management Group, Inc. 0.09% Add +37.1% 14,247 $1.4M
CGN Advisors LLC 0.11% Reduce -7.7% 14,174 $1.4M
Traynor Capital Management, Inc. 0.07% Add +3.7% 14,171 $1.4M
Towerpoint Wealth, LLC 0.54% Add +3.7% 14,149 $1.4M
Diversified Portfolios, Inc. 0.11% Reduce -1.1% 14,107 $1.4M
Greenup Street Wealth Management LLC 0.20% Add +7.7% 14,095 $1.4M
Valued Retirements, Inc. 1.32% No change 14,071 $1.4M
Ledyard National Bank 0.12% Reduce -1.8% 14,023 $1.3M
Del-Sette Capital Management, LLC 0.83% No change 14,007 $1.3M
Aspen Capital Management, LLC 0.33% No change 14,000 $1.3M
Beacon Financial Group 0.13% Reduce -6.5% 13,994 $1.3M
Global Trust Wealth Management LLC 0.99% — 13,980 $1.3M
Members Trust Co 0.04% Reduce -3.8% 13,963 $1.3M
Balboa Wealth Partners 0.22% Add +0.6% 13,879 $1.3M
Haverford Trust Co 0.01% Add +4.8% 13,826 $1.3M
Red Tortoise LLC 0.57% Add +0.5% 13,717 $1.3M
Park Edge Advisors, LLC 0.30% Add +62.0% 13,678 $1.3M
First Merchants Corp. 0.05% No change 13,625 $1.3M
Stratos Investment Management, LLC 0.05% Add +1.9% 13,588 $1.3M
Meeder Advisory Services, Inc. 0.06% Add +94.1% 13,558 $1.3M
Pacific Financial Group Inc. 0.72% Add +31.6% 13,548 $1.3M
NerdWallet Wealth Partners, LLC 0.58% Reduce -1.6% 13,536 $1.3M
Sovereign Financial Group, Inc. 0.23% Reduce -2.3% 13,447 $1.3M
Victory Financial Group, LLC 0.16% Reduce -0.5% 13,447 $1.3M
Turtle Creek Wealth Advisors, LLC 0.10% Reduce -2.9% 13,360 $1.3M
Frederick Financial Consultants, LLC 0.70% Add +0.4% 13,341 $1.3M
Long Road Investment Counsel, LLC 0.49% Reduce -11.4% 13,340 $1.3M
Apeiron RIA LLC 0.26% Add +4.6% 12,626 $1.3M
Condor Capital Management 0.10% Reduce -0.9% 13,261 $1.3M
Sandy Cove Advisors, LLC 0.38% Add +3.6% 13,213 $1.3M
GFS Advisors, LLC 0.15% Add +2.6% 13,200 $1.3M
Sunflower Bank, N.A. 0.32% No change 13,190 $1.3M
Orrstown Financial Services Inc. 0.21% Reduce -14.0% 13,182 $1.3M
Cambient Family Office, LLC 0.18% — 13,164 $1.3M
PKS Advisory Services, LLC 0.29% Reduce -0.3% 13,110 $1.3M
Insight Wealth Strategies, LLC 0.14% Add +13.2% 13,063 $1.3M
Ironwood Investment Counsel, LLC 0.18% Reduce -8.2% 13,062 $1.3M
GTS Securities LLC 0.04% Add +136.2% 13,057 $1.3M
Chapin Davis, Inc. 0.29% Reduce -0.3% 13,009 $1.2M
Virtue Capital Management, LLC 0.19% Add +47.5% 12,806 $1.2M
GW&K Investment Management, LLC 0.01% Add +9.3% 12,929 $1.2M
Sapient Capital LLC 0.02% Reduce -1.3% 12,823 $1.2M
Cyndeo Wealth Partners, LLC 0.07% Add +13.0% 12,864 $1.2M
Exencial Wealth Advisors, LLC 0.04% Reduce -0.8% 12,825 $1.2M
Palumbo Wealth Management LLC 0.30% New 12,796 $1.2M
NorthCoast Asset Management LLC 0.03% Reduce -98.0% 12,754 $1.2M
WealthShield Partners, LLC 0.14% Add +0.9% 12,747 $1.2M
Brandywine Oak Private Wealth LLC 0.10% No change 12,717 $1.2M
River Wealth Advisors LLC 0.14% Reduce -9.7% 12,713 $1.2M
Pitcairn Wealth Advisors LLC 0.11% — 12,701 $1.2M
Aspen Investment Management Inc 0.37% Add +4.1% 12,680 $1.2M
Koshinski Asset Management, Inc. 0.08% Add +33.1% 12,677 $1.2M
Stratos Wealth Advisors, LLC 0.06% Add +17.7% 12,674 $1.2M
Rothschild Wealth LLC 0.12% Add +228.3% 12,631 $1.2M
Core Wealth Advisors, Inc. 0.31% Reduce -4.0% 12,594 $1.2M
Verity Asset Management, Inc. 0.52% New 12,543 $1.2M
Beaumont Financial Advisors, LLC 0.08% Reduce -9.2% 12,512 $1.2M
Paladin Advisory Group, LLC 0.88% Reduce -10.4% 12,505 $1.2M
Simplex Trading, LLC 0.03% New 12,489 $1.2M
Money Concepts Capital Corp. 0.07% Add +8.8% 12,463 $1.2M
Impact Capital Partners LLC 0.35% Add +47.6% 12,422 $1.2M
Genesee Capital Advisors, LLC 0.48% Add +65.8% 12,421 $1.2M
Advocacy Wealth Management, LLC 0.05% No change 12,345 $1.2M
Corundum Trust Company, INC 2.69% Reduce -3.2% 12,319 $1.2M
Colonial Trust Co / SC 0.16% No change 12,287 $1.2M
Gladwyn Financial Advisors, Inc. 0.83% Reduce -18.5% 12,273 $1.2M
High Net Worth Advisory Group LLC 0.27% No change 12,250 $1.2M
BridgePort Financial Solutions, LLC 0.31% No change 12,149 $1.2M
Sentinel Trust Co. Lba 0.11% Reduce -7.0% 12,137 $1.2M
Rebalance, LLC 0.07% Add +1.3% 12,138 $1.2M
Bank of Marin 0.81% Reduce -1.9% 12,122 $1.2M
CFM Wealth Partners LLC 0.17% Reduce -5.8% 12,108 $1.2M
Radnor Capital Management, LLC 0.17% No change 12,100 $1.2M
Mairs & Power Inc. 0.01% Reduce -3.1% 12,093 $1.2M
Lynch Investment Planning, LLC 1.11% — 12,052 $1.2M
Ironwood Wealth Management, LLC. 0.34% Add +2.4% 12,020 $1.2M
Leo Wealth, LLC 0.08% Add +208.0% 12,003 $1.2M
Keystone Wealth Services, LLC 0.24% Add +0.4% 12,003 $1.2M
Smartleaf Asset Management LLC 0.04% Add +16.3% 11,935 $1.2M
Baron Wealth Management LLC 0.35% Add +1.4% 11,854 $1.1M
Park National Corp. 0.04% Reduce -1.5% 11,817 $1.1M
Northeast Investment Management 0.04% Reduce -8.2% 11,761 $1.1M
Fortis Capital Advisors, LLC 0.17% Reduce -0.1% 11,754 $1.1M
MBL Wealth, LLC 0.09% Add +12.4% 11,745 $1.1M
Keudell/Morrison Wealth Management 0.24% — 11,738 $1.1M
Partners in Financial Planning 0.19% Add +0.4% 11,659 $1.1M
David J Yvars Group 0.59% Reduce -0.2% 11,615 $1.1M
MidAtlantic Capital Management, Inc. 0.71% No change 11,604 $1.1M
Saxon Interests, Inc. 0.39% Reduce -12.6% 11,584 $1.1M
One Charles Private Wealth Services, LLC 0.29% New 11,580 $1.1M
Tocqueville Asset Management L.P. 0.02% Reduce -9.4% 11,537 $1.1M
Eagle Global Advisors LLC 0.04% Reduce -22.9% 11,525 $1.1M
German American Bancorp, Inc. 0.09% Reduce -0.9% 11,498 $1.1M
Wellspring Financial Advisors, LLC 0.09% New 11,455 $1.1M
Alpha Cubed Investments, LLC 0.04% Add +3.8% 11,446 $1.1M
TCV Trust & Wealth Management, Inc. 0.09% Reduce -0.1% 11,442 $1.1M
Headinvest, LLC 0.22% Add +15.6% 11,414 $1.1M
Independent Wealth Network Inc. 0.33% Add +3.5% 11,381 $1.1M
Ritter Daniher Financial Advisory LLC / DE 0.18% Add +5.0% 11,377 $1.1M
Jefferies Financial Group Inc. 0.01% Reduce -51.2% 11,372 $1.1M
Truefg, LLC 0.29% Reduce -0.3% 11,347 $1.1M
SeaCrest Wealth Management, LLC 0.11% No change 11,124 $1.1M
Kingswood Wealth Advisors, LLC 0.05% Reduce -0.9% 11,288 $1.1M
LCNB Corp. 0.36% Add +17.7% 11,284 $1.1M
Seven Post Investment Office LP 0.39% No change 11,268 $1.1M
MSH Capital Advisors LLC 0.23% Reduce -0.7% 11,236 $1.1M
Aegis Wealth Management LLC 0.61% Reduce -58.9% 11,226 $1.1M
Sound Income Strategies, LLC 0.05% Add +154.9% 10,823 $1.1M
Wealthspire Retirement, LLC 0.07% Reduce -0.1% 11,203 $1.1M
Avantax Planning Partners, Inc. 0.03% Reduce -24.4% 11,166 $1.1M
Tranquilli Financial Advisor LLC 0.62% Add +2.8% 11,110 $1.1M
Bedminster, LLC 0.98% — 11,089 $1.1M
Tiemann Investment Advisors, LLC 0.41% Reduce -34.2% 11,085 $1.1M
Redwood Park Advisors LLC 0.72% Reduce -29.2% 11,075 $1.1M
Pennington Partners & Co., LLC 0.42% Add +0.0% 10,983 $1.1M
Capital Investment Advisors, LLC 0.02% Reduce -4.5% 10,932 $1.0M
Kanawha Capital Management LLC 0.07% Reduce -1.1% 10,903 $1.0M
Breakwater Capital Group 0.15% Add +0.3% 10,881 $1.0M
21 West Wealth Management LLC 0.95% No change 10,846 $1.0M
Truepoint, Inc. 0.02% Reduce -10.1% 10,830 $1.0M
Studio Investment Management LLC 0.19% Add +15.4% 10,790 $1.0M
O'Connor Financial Group LLC 0.41% Reduce -0.2% 10,344 $1.0M
Ausdal Financial Partners, Inc. 0.05% Reduce -85.6% 10,709 $1.0M
Financial Management Network Inc. 0.16% Add +17.9% 10,593 $1.0M
JSF Financial, LLC 0.21% Reduce -2.0% 10,672 $1.0M
Roof Eidam Maycock Peralta, LLC 0.23% Add +14.6% 10,658 $1.0M
Capital Planning Advisors, LLC 0.14% No change 10,650 $1.0M
Archvest Wealth Advisors, Inc. 0.65% Add +0.1% 10,625 $1.0M
Betterment LLC 0.00% Reduce -23.9% 10,617 $1.0M
SC&H Financial Advisors, Inc. 0.16% Reduce -5.4% 10,620 $1.0M
Cordgrass Capital Advisors, LLC 0.24% Reduce -3.3% 10,613 $1.0M
CENTRAL TRUST Co 0.02% No change 10,582 $1.0M
Park Capital Management, LLC / WI 0.73% Add +8.4% 10,567 $1.0M
HORAN Wealth, LLC 0.16% Add +1.7% 10,535 $1.0M
55 North Private Wealth, LLC 0.27% — 10,519 $1.0M
Nicolet Advisory Services, LLC 0.07% Add +9.3% 10,154 $1.0M
Blueprint Investment Partners LLC 0.11% New 10,494 $1.0M
Schusterman Interests, LLC 0.23% New 10,460 $1.0M
New Age Alpha Advisors, LLC 0.04% Add +1.1% 10,457 $1.0M
Forte Asset Management LLC 0.46% Reduce -13.1% 10,455 $1.0M
Sunbelt Securities, Inc. 0.07% Add +6.5% 10,409 $1000K
Bridges Investment Management Inc. 0.01% Add +0.1% 10,400 $999K
Lansing Street Advisors 0.26% Add +1.8% 10,323 $991K
PFG Investments, LLC 0.05% Add +10.6% 10,291 $988K
Private Wealth Group, LLC 0.47% No change 10,262 $985K
Stephenson & Company, Inc. 0.54% No change 10,257 $985K
ESL Trust Services, LLC 0.19% Add +9.5% 10,244 $984K
Crusonia Wealth Advisors LLC 0.22% — 10,228 $982K
Next Capital Management LLC 0.31% No change 10,216 $981K
Massachusetts Financial Services Co. 0.00% Reduce -51.3% 10,216 $981K
Milestone Asset Management, LLC 0.18% Reduce -9.8% 10,200 $980K
Vantus Wealth LLC 0.72% — 10,199 $979K
Pine Haven Investment Counsel, Inc 0.70% No change 10,197 $979K
Adirondack Trust Co. 0.32% Reduce -37.3% 10,143 $974K
Golden State Wealth Management, LLC 0.10% Add +2.4% 10,120 $972K
Cypress Wealth Services, LLC 0.13% Add +7.4% 10,117 $972K
Decision Investments, Inc. 1.06% — 10,075 $968K
Flagship Harbor Advisors, LLC 0.05% Reduce -4.3% 10,058 $966K
Shayne & Jacobs, LLC 0.29% No change 10,053 $965K
Woodmont Investment Counsel LLC 0.06% No change 10,042 $964K
Reston Wealth Management LLC 0.29% Add +2.0% 10,019 $962K
Burney Co./ 0.03% Add +4.9% 9,981 $958K
TMB Capital Partners, LLC 0.33% — 9,981 $958K
McIlrath & Eck, LLC 0.09% Add +0.2% 9,978 $958K
Gen-Wealth Partners Inc 0.31% No change 9,958 $956K
Mainstay Capital Management LLC 0.07% Reduce -5.7% 9,957 $956K
Peterson Wealth Advisors, LLC 0.13% Add +1.8% 9,956 $956K
Wiregrass Investment Management LLC 0.80% — 9,954 $956K
GWN Securities Inc. 0.19% Add +51.0% 9,953 $956K
Eagle Rock Investment Company, LLC 0.13% Reduce -11.8% 9,937 $954K
Summit Securities Group LLC 0.17% New 9,900 $951K
Greenspring Advisors, LLC 0.06% New 9,899 $951K
Holistic Financial Partners 0.34% Reduce -0.8% 9,898 $950K
Vontobel Holding Ltd. 0.00% Reduce -21.1% 9,889 $950K
Signaturefd, LLC 0.01% Add +3.0% 9,885 $949K
Bright Financial Advisors, Inc. 0.44% Add +16.1% 9,810 $942K
Oakworth Capital, Inc. 0.05% No change 9,755 $937K
Whalerock Point Partners, LLC 0.18% No change 9,750 $936K
Private Wealth Management Group, LLC 0.25% Add +0.3% 9,740 $935K
Empirical Asset Management, LLC 0.26% Add +1.3% 9,715 $933K
Camden National Bank 0.13% No change 9,696 $931K
Marietta Wealth Management, LLC 0.11% No change 9,688 $930K
Total Investment Management Inc. 0.12% Reduce -6.0% 9,684 $930K
IFG Advisory, LLC 0.04% Reduce -18.7% 9,675 $929K
Aspen Grove Capital, LLC 0.16% Add +0.1% 9,666 $928K
Mezzasalma Advisors, LLC 0.22% Add +4.2% 9,579 $928K
Noble Wealth Management PBC 0.47% Reduce -10.2% 9,657 $927K
Salem Investment Counselors Inc. 0.03% Reduce -0.3% 9,645 $926K
RKL Wealth Management LLC 0.08% Reduce -1.1% 9,605 $922K
Thomasville National Bank 0.06% Add +11.9% 9,577 $920K
Anchor Capital Advisors LLC 0.03% Reduce -10.4% 9,562 $918K
Nestegg Advisors, Inc. 0.78% Reduce -1.6% 9,537 $916K
Beacon Bank & Trust 0.19% No change 9,523 $914K
Itau Unibanco Holding S.A. 0.02% Add +329.7% 9,514 $913K
Relyea Zuckerberg Hanson LLC 0.09% Add +6.7% 9,458 $908K
Thoroughbred Financial Services, LLC 0.05% Add +6.6% 9,437 $906K
Contravisory Investment Management, Inc. 0.18% Reduce -36.8% 9,430 $906K
InvesTrust 0.35% Add +5.8% 9,428 $905K
Clear Point Advisors Inc. 0.70% Add +1.7% 9,405 $903K
Green Ridge Wealth Planning LLC 0.46% — 9,367 $900K
Arcus Capital Partners, LLC 0.32% Add +1.7% 9,347 $898K
Transcend Capital Advisors, LLC 0.07% Reduce -77.5% 9,298 $893K
Beese Fulmer Investment Management, Inc. 0.06% Add +2.9% 9,285 $892K
Strategic Advisory Partners, LLC 0.74% — 9,268 $890K
Missouri Trust & Investment Co 0.26% Add +2.4% 9,223 $886K
Sigma Planning Corp 0.02% Add +1.6% 9,204 $884K
CWA Asset Management Group, LLC 0.03% No change 9,175 $881K
Purkiss Capital Advisors LLC 0.41% No change 9,172 $881K
Zions Bancorporation, National Association 0.04% Add +60.9% 9,171 $881K
Cypress Financial Planning LLC 0.25% Reduce -0.9% 9,128 $880K
Waterford Advisors, LLC 0.34% Reduce -1.1% 9,146 $878K
Elgethun Capital Management 0.15% Add +0.0% 9,138 $877K
Compass Planning Associates Inc 0.61% Reduce -17.7% 9,110 $875K
Sunpointe, LLC 0.29% Reduce -1.9% 9,107 $875K
Yardley Wealth Management LLC 0.46% Reduce -1.5% 9,101 $874K
Alley Investment Management Company, LLC 0.10% No change 9,095 $873K
Wealth Preservation Advisors, LLC 0.44% Add +0.3% 9,093 $873K
Alpha Omega Wealth Management LLC 0.14% Add +1.8% 9,021 $866K
Eagle Strategies LLC 0.11% Add +32.9% 9,019 $866K
Asset Dedication, LLC 0.06% Reduce -2.3% 9,018 $866K
American National Bank & Trust 0.08% No change 8,984 $863K
Bond & Devick Financial Network, Inc. 0.24% No change 8,975 $862K
Trust Co. of Oklahoma 0.25% No change 8,921 $857K
Earnest Partners LLC 0.00% No change 8,905 $855K
Stage Harbor Financial, LLC 0.57% No change 8,867 $851K
Garde Capital, Inc. 0.05% Reduce -25.5% 8,845 $849K
Fortitude Family Office, LLC 0.20% Add +89.9% 8,838 $849K
Bath Savings Trust Co 0.08% Add +11.9% 8,819 $847K
Bragg Financial Advisors, Inc 0.03% Add +2.5% 8,784 $844K
Flatrock Wealth Partners LLC 0.40% — 8,775 $843K
Disciplined Investments, LLC 0.32% Reduce -1.9% 8,652 $831K
Donor Advised Charitable Giving, Inc. 0.02% Add +0.6% 8,644 $830K
Personal Cfo Solutions, LLC 0.13% Add +1.9% 8,635 $829K
Easterly Investment Partners LLC 0.05% No change 8,631 $829K
Essex Financial Services, Inc. 0.05% Add +12.2% 8,611 $827K
Alexander Randolph Advisory, Inc. 0.68% Add +1.9% 8,518 $818K
Tred Avon Family Wealth, LLC 0.27% No change 8,517 $818K
Montag A & Associates Inc. 0.04% Add +34.6% 8,497 $816K
Caldwell Trust Co 0.07% Reduce -4.2% 8,496 $816K
Aspen Wealth Management LLC 0.17% Add +0.5% 8,461 $813K
Guidance Point Advisors, LLC 0.19% Add +1.1% 8,429 $810K
Koss-Olinger Consulting, LLC 0.06% Reduce -1.6% 8,430 $809K
Peak Asset Management, LLC 0.14% No change 8,405 $807K
Peoples Bank 0.50% Reduce -0.0% 8,361 $803K
RPS Advisory Solutions LLC 0.38% Reduce -1.1% 8,344 $801K
Argent Advisors, Inc. 0.22% Reduce -0.5% 8,332 $800K
Hohimer Wealth Management, LLC 0.11% No change 8,331 $800K
ORBA Wealth Advisors, L.L.C. 0.69% Reduce -25.5% 8,328 $800K
MFA Wealth Services 0.54% Add +1.7% 8,317 $799K
Eight 31 Financial, LLC 0.44% Reduce -11.2% 8,307 $798K
Romano Brothers and Company 0.09% No change 8,287 $796K
Trust Co of the South 0.13% No change 8,270 $794K
Fidelity D & D Bancorp Inc. 0.34% Reduce -2.2% 8,244 $792K
Collective Family Office LLC 0.18% No change 8,236 $791K
Exchange Bank 0.55% Add +0.3% 8,233 $791K
Oarsman Capital, Inc. 0.10% Add +11.3% 8,216 $789K
Continuum Advisory, LLC 0.08% Add +12.8% 8,211 $789K
Moisand Fitzgerald Tamayo, LLC 0.09% No change 8,203 $788K
Discipline Wealth Solutions, LLC 0.15% Reduce -16.9% 8,187 $786K
Parcion Private Wealth LLC 0.05% No change 8,180 $786K
Cypress Capital Group 0.09% No change 8,176 $785K
SB Capital Management Inc 0.29% — 8,155 $783K
Lutz Financial Services LLC 0.05% Add +143.5% 8,127 $780K
Vilga Financial Planning LLC 0.75% — 8,121 $780K
Essex Bank 0.17% Add +1.9% 8,116 $779K
Centerpoint Advisors, LLC 0.24% Add +0.5% 8,102 $778K
Boston Family Office LLC 0.05% No change 8,097 $778K
MBA Advisors LLC 0.31% No change 8,100 $778K
Consilium Wealth Advisory, LLC 0.29% No change 8,100 $778K
SeaBridge Investment Advisors LLC 0.13% No change 8,100 $778K
Amplius Wealth Advisors, LLC 0.07% Reduce -0.0% 8,079 $776K
Interchange Capital Partners, LLC 0.14% No change 8,076 $776K
Security Financial Services, INC. 0.12% Reduce -1.6% 8,040 $772K
Mechanics Bank Trust Department 0.10% Add +5.2% 8,032 $771K
Generation Capital Management LLC 0.50% Add +27.9% 8,027 $771K
Mine & Arao Wealth Creation & Management, LLC. 0.30% Add +1.4% 8,011 $769K
3Chopt Investment Partners, LLC 0.17% Reduce -0.7% 7,984 $767K
Fca Corp. 0.22% Reduce -4.4% 7,982 $767K
St Germain D J Co. Inc. 0.03% Reduce -1.3% 7,973 $766K
Axis Wealth Partners, LLC 0.42% Reduce -22.2% 7,953 $764K
Formidable Asset Management, LLC 0.11% Reduce -0.0% 8,127 $759K
Aprio Wealth Management, LLC 0.04% Add +0.2% 7,306 $758K
Ullmann Wealth Partners Group, LLC 0.08% No change 7,982 $754K
Chemistry Wealth Management LLC 0.14% Reduce -4.3% 7,840 $753K
Peoples Bank 0.75% No change 7,806 $750K
Wolff Wiese Magana LLC 0.41% Add +74.9% 7,794 $748K
Townsend Asset Management Corp. /NC/ 0.26% Reduce -0.2% 7,787 $748K
Revolve Wealth Partners, LLC 0.09% Add +0.0% 7,771 $746K
TruNorth Capital Management, LLC 0.14% No change 7,766 $746K
Debussy Capital Management LP 0.10% Reduce -7.5% 7,730 $742K
Wagner Wealth Management, Corp 0.73% — 7,699 $739K
Clarity Financial LLC 0.07% Add +1.0% 7,696 $739K
Selby Wealth Management, LLC 0.30% — 7,694 $739K
Elevation Wealth Partners, LLC 0.26% Reduce -3.7% 7,681 $738K
tru Independence LLC 0.19% Reduce -0.2% 7,679 $737K
Investment Research Partners LLC 0.32% No change 7,654 $735K
Cadent Capital Advisors, LLC 0.19% No change 7,650 $735K
TCW Group Inc. 0.01% New 7,630 $733K
Certified Advisory Corp 0.07% Add +2.2% 7,627 $732K
Liberty Wealth Management LLC 0.09% Add +0.8% 7,569 $727K
KLCM Advisors, Inc. 0.06% New 7,557 $726K
Soltis Investment Advisors LLC 0.05% Add +9.3% 7,533 $723K
Opinicus Capital, Inc. 0.50% Reduce -1.7% 7,533 $723K
Cidel Asset Management Inc. 0.05% New 7,500 $720K
Founders Financial Securities LLC 0.04% Add +246.3% 7,498 $720K
Piscataqua Savings Bank 0.50% Add +60.5% 7,491 $719K
JNBA Financial Advisors 0.06% Reduce -1.3% 7,478 $718K
Rockwood Wealth Management, LLC 0.05% Add +20.5% 7,474 $718K
Clifford Swan Investment Counsel LLC 0.02% Reduce -0.4% 7,469 $717K
TrustBank 0.30% — 7,461 $716K
Sound View Wealth Advisors Group, LLC 0.05% Add +0.2% 7,459 $716K
Lincoln Capital Corp. 0.25% Reduce -0.4% 7,458 $716K
Doliver Advisors, LP 0.18% Reduce -2.7% 7,451 $716K
Beaird Harris Wealth Management, LLC 0.05% Reduce -0.8% 7,444 $715K
Leisure Capital Management 0.24% Reduce -0.7% 7,440 $714K
Stelac Advisory Services LLC 0.25% No change 7,415 $712K
Sentry LLC 0.19% No change 7,412 $712K
Pinnacle Wealth Management Advisory Group, LLC 0.05% Add +27.5% 7,400 $711K
Chilton Investment Co. Inc. 0.01% Add +5.0% 7,336 $704K
Capital Management Associates, Inc 0.16% No change 7,334 $704K
First American Bank 0.04% No change 7,310 $702K
Fiduciary Alliance LLC 0.05% Add +9.2% 7,310 $702K
InTrack Investment Management Inc 0.39% Reduce -0.4% 7,295 $701K
Ti-Trust, Inc. 0.43% No change 7,276 $699K
World Equity Group, Inc. 0.19% Reduce -6.3% 7,266 $698K
Altman Advisors, Inc. 0.26% Add +1.0% 7,258 $697K
Awm Capital, LLC 0.06% Add +3.6% 7,255 $697K
Brand Asset Management Group, Inc. 0.19% No change 7,237 $695K
Armbruster Capital Management, Inc. 0.12% No change 7,182 $690K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.01% No change 6,749 $689K
Independent Family Office, LLC 0.29% No change 7,174 $689K
Charles Schwab Trust Co 0.04% Add +1.3% 7,136 $685K
Ancora Advisors LLC 0.01% Reduce -11.2% 7,097 $682K
Zacks Investment Management 0.01% Add +23.5% 7,092 $681K
Operose Advisors LLC 0.16% Add +9.6% 7,081 $680K
Measured Risk Portfolios, Inc. 0.78% Add +0.3% 7,052 $677K
Schrum Private Wealth Management LLC 0.50% Add +1.9% 7,051 $677K
Aspect Partners, LLC 0.29% Reduce -11.6% 7,017 $674K
Anchor Investment Management, LLC 0.05% No change 6,979 $670K
Duncan Williams Asset Management, LLC 0.17% Add +0.7% 6,584 $670K
CGC Financial Services, LLC 0.18% No change 6,974 $670K
Austin Asset Management Co Inc 0.11% No change 6,952 $668K
Sonata Capital Group Inc. 0.24% Add +0.3% 6,949 $667K
Sage Capital Advisors,llc 0.16% Add +0.4% 6,948 $667K
Panoramic Capital Partners, LLC 0.41% No change 6,892 $662K
Trust Co 0.06% No change 6,892 $662K
True North Advisors, LLC 0.09% New 6,866 $659K
Culbertson A N & Co. Inc. 0.09% No change 6,858 $659K
Cornerstone Wealth Management, LLC 0.03% Add +5.2% 6,843 $657K
Carret Asset Management, LLC 0.06% No change 6,822 $655K
Focused Alpha, LLC 0.19% — 6,798 $653K
FLC Capital Advisors 0.12% No change 6,786 $652K
Magnus Financial Group LLC 0.05% Add +8.1% 6,755 $649K
Pacific Sage Partners, LLC 0.10% No change 6,754 $649K
MKD Wealth Coaches, LLC 0.65% Add +1.8% 6,747 $648K
Liberty Square Wealth Partners LLC 0.18% Reduce -8.5% 6,668 $640K
CPC Advisors, LLC 0.06% No change 6,655 $639K
SkyOak Wealth, LLC 0.11% Reduce -0.5% 6,646 $638K
Vested Financial Planning, LLC 0.49% Add +3.8% 6,590 $633K
Vestcor Inc 0.02% Add +181.6% 6,575 $631K
Diversify Advisory Services, LLC 0.02% New 6,327 $630K
Evolve Private Wealth, LLC 0.04% — 6,526 $627K
Arq Wealth Advisors, LLC 0.17% Reduce -1.6% 6,518 $626K
Great Diamond Partners, LLC 0.12% Reduce -1.7% 6,507 $625K
First Trust Advisors LP 0.00% Add +105.9% 6,507 $625K
Frisch Financial Group, Inc. 0.14% Add +0.4% 6,476 $622K
Ritholtz Wealth Management 0.01% Add +15.5% 6,461 $620K
JDM Financial Group LLC 0.24% Reduce -2.5% 6,458 $620K
HM Payson & Co. 0.01% Add +45.0% 6,447 $619K
Ameritas Investment Partners, Inc. 0.02% No change 6,418 $616K
Tilson Financial Group, Inc. 0.19% Reduce -1.9% 6,399 $615K
Spinnaker Trust 0.03% No change 6,377 $612K
Howard Wealth Management, LLC 0.27% Add +0.2% 6,370 $612K
Investmark Advisory Group LLC 0.26% Add +1.9% 6,316 $607K
Clarkston Capital Partners, LLC 0.01% No change 6,302 $605K
Fiduciary Wealth Partners, LLC 0.25% Add +0.1% 6,300 $605K
Meramec Financial Planners, LLC 0.23% — 5,869 $602K
Mascoma Wealth Management LLC 0.13% No change 6,264 $602K
CFG Wealth Management Services, Inc. 0.57% — 6,254 $601K
TrinityBridge Ltd 0.01% No change 6,232 $598K
Sage Rhino Capital LLC 0.11% Add +0.2% 6,224 $598K
Argus Investors' Counsel, Inc. 0.48% Add +2.6% 6,203 $596K
Dynamic Financial Group 0.51% Add +9.3% 6,201 $595K
Advocate Investing Services LLC 0.53% — 6,200 $595K
Bank of Stockton 0.17% Add +129.3% 6,190 $594K
Greenwich Wealth Management LLC 0.03% No change 6,185 $594K
Security National Bank of So Dak 0.29% No change 6,170 $593K
Earned Wealth Advisors, LLC 0.04% Add +72.9% 6,166 $592K
Long Run Wealth Advisors, LLC 0.11% Add +9.9% 6,150 $591K
Finward Bancorp 0.46% Reduce -1.3% 6,137 $589K
Circle Wealth Management, LLC 0.01% Add +75.7% 6,137 $589K
Dentgroup LLC 0.40% No change 6,115 $587K
Forum Private Client Group LLC 0.20% Reduce -4.1% 6,115 $587K
Lynx Investment Advisory 0.32% New 6,092 $585K
Lakeshore Financial Planning, Inc. 0.21% No change 6,068 $583K
Horizon Advisory Services, Inc. 0.29% Reduce -0.9% 6,047 $581K
Conservest Capital Advisors, Inc. 0.05% Add +0.2% 6,045 $580K
Heritage Trust Co 0.06% No change 6,037 $580K
Evolution Wealth Advisors, LLC 0.06% Add +2.7% 6,036 $580K
Hardin Capital Partners, LLC 0.27% Add +0.0% 6,030 $579K
Marion Wealth Management 0.13% No change 5,786 $578K
Aberdeen Wealth Management LLC 0.27% No change 6,017 $578K
Empower Advisory Group, LLC 0.00% Reduce -48.4% 6,008 $577K
Jennison Associates LLC 0.00% New 5,972 $573K
Bangor Savings Bank 0.05% Reduce -31.6% 5,968 $573K
Berkeley Capital Partners, LLC 0.13% Add +1.4% 5,959 $572K
Grandfield & Dodd, LLC 0.03% Add +21.0% 5,955 $572K
Clark Asset Management, LLC 0.06% Add +8.2% 5,955 $572K
Genesis Private Wealth, LLC 0.18% New 5,897 $566K
Family Office Research LLC 0.23% Reduce -5.4% 5,881 $566K
Sageworth Trust Co 0.02% Add +12.7% 5,896 $566K
Taylor Hoffman Capital Management LLC 0.17% No change 5,877 $564K
Roberts Glore & Co. Inc. 0.15% New 5,877 $564K
Mosaic Financial Group, LLC 0.38% Add +0.5% 5,859 $563K
Monte Financial Group, LLC 0.21% No change 5,850 $562K
Colorado Capital Management, Inc. 0.21% No change 5,806 $558K
Sightline Wealth Advisors, LLC 0.24% Add +0.6% 5,802 $557K
Members Wealth LLC 0.35% Add +3.0% 5,539 $557K
Financial Advisory Corp 0.08% No change 5,767 $554K
Baker Tilly Wealth Management, LLC 0.14% Add +6.8% 5,766 $554K
Tucker Asset Management LLC 0.16% Add +4.6% 5,762 $553K
Farrell Financial LLC 0.33% Add +1.5% 5,752 $552K
Cordatus Wealth Management LLC 0.13% Reduce -42.0% 5,748 $552K
Samalin Investment Counsel, LLC 0.20% Add +5.3% 5,739 $551K
Hamilton Wealth, LLC 0.10% New 5,723 $550K
Howland Capital Management LLC 0.02% No change 5,714 $549K
Creekside Partners 0.23% Add +1.1% 5,702 $548K
Bonfire Financial 0.41% Add +0.4% 5,688 $546K
LJI Wealth Management, LLC 0.08% No change 5,678 $545K
WP Advisors, LLC 0.14% Add +22.2% 5,645 $542K
Canopy Partners, LLC 0.18% Add +31.5% 5,634 $541K
Integrity Advisory Solutions, LLC 0.08% Add +26.8% 5,632 $541K
Icon Wealth Advisors, LLC 0.04% Add +92.5% 5,623 $540K
WestHill Financial Advisors, Inc. 0.10% Add +0.3% 5,622 $540K
Twin Focus Capital Partners, LLC 0.06% Add +10.0% 5,616 $539K
Financial Guidance Group, Inc. 0.22% Reduce -0.5% 5,613 $539K
HCR Wealth Advisors 0.05% Reduce -0.1% 5,584 $536K
Northstar Advisory Group, LLC 0.19% Add +2.5% 5,579 $536K
DDFG, Inc 0.12% Reduce -0.3% 5,577 $536K
Norway Savings Bank 0.25% Reduce -4.3% 5,575 $535K
YHB Investment Advisors, Inc. 0.04% No change 5,564 $534K
Lifeworks Advisors, LLC 0.07% Reduce -39.0% 5,563 $534K
Woodside Wealth Management LLC 0.40% No change 5,560 $534K
Forum Financial Management, LP 0.01% Reduce -1.0% 5,559 $534K
CBIZ Investment Advisory Services, LLC 0.02% Reduce -10.0% 5,556 $534K
Brookmont Capital Management 0.31% Add +0.2% 5,535 $532K
Ofc Financial Planning, LLC 0.50% Reduce -8.9% 5,517 $530K
HUB Investment Partners, LLC 0.01% Reduce -46.5% 5,514 $530K
DB Fitzpatrick & Co, Inc 0.47% Reduce -1.5% 5,499 $528K
First National Bank Sioux Falls 0.16% Add +113.5% 5,496 $528K
Nations Financial Group Inc, /Ia/ 0.03% Reduce -8.3% 5,495 $528K
Florida Financial Advisors, LLC 0.14% Add +4.8% 5,488 $527K
Kavar Capital Partners Group, LLC 0.07% Reduce -0.3% 5,467 $525K
Aventura Private Wealth, LLC 0.19% Add +24.6% 5,464 $525K
Gilman Hill Asset Management, LLC 0.08% No change 5,461 $524K
Vista Capital Partners, Inc. 0.05% Reduce -1.2% 5,423 $521K
WHI TRUST Co LLC 0.40% — 5,420 $520K
Community Trust & Investment Co. 0.03% Add +4.0% 5,393 $518K
North Star Asset Management Inc. 0.02% No change 5,374 $516K
International Assets Investment Management, LLC 0.04% Add +130.3% 5,372 $516K
Reflection Asset Management 0.36% — 5,244 $513K
Laurel Oak Wealth Management, LLC 0.09% — 5,333 $512K
Garner Asset Management Corp 0.20% Add +1.3% 5,322 $511K
Alpha Zero LLC 0.28% No change 5,320 $511K
Global Financial Private Client, LLC 0.18% No change 5,320 $511K
Adirondack Capital Advisors, LLC 0.34% — 5,317 $511K
Oak Family Advisors, LLC 0.16% No change 5,300 $509K
Petersen Hastings Wealth Advisors Inc. 0.05% — 5,268 $506K
Tradition Wealth Management, LLC 0.04% Add +1.1% 5,264 $506K
North Berkeley Wealth Management, LLC 0.30% Reduce -14.6% 5,241 $503K
Capital Advisory Group Advisory Services, LLC 0.15% Add +11.2% 5,220 $501K
Potentia Wealth 0.18% Add +0.1% 5,216 $501K
White Lighthouse Investment Management Inc. 0.07% Add +119.2% 5,203 $500K
KWB Wealth 0.05% New 5,201 $499K
Pioneer Trust Bank N A 0.12% No change 5,200 $499K
Sage Financial Group Inc. 0.03% Reduce -1.5% 5,200 $499K
Sageworth Trust Co of South Dakota 0.41% No change 5,183 $498K
Gables Capital Management Inc. 0.21% No change 5,179 $497K
Jackson Hole Capital Partners, LLC 0.09% No change 5,168 $496K
Telos Capital Management, Inc. 0.05% No change 5,148 $494K
Dakota Wealth Management 0.01% Add +10.6% 5,134 $493K
First Business Financial Services, Inc. 0.05% No change 5,128 $492K
Donaldson Capital Management, LLC 0.02% Reduce -1.9% 5,122 $492K
Blake Schutter Theil Wealth Advisors, LLC 0.40% No change 5,108 $491K
Center for Financial Planning, Inc. 0.05% No change 5,103 $490K
Arwa LLC 0.28% — 5,077 $487K
Old Second National Bank of Aurora 0.10% No change 5,070 $487K
American Wealth Advisors, LLC 0.48% Add +1.8% 5,053 $485K
Silver Oak Securities, Incorporated 0.03% Add +13.9% 5,021 $484K
Arlington Financial Advisors, LLC 0.07% No change 5,040 $484K
Aureus Asset Management, LLC 0.03% New 5,032 $483K
Thryve Wealth Management LLC 0.24% — 5,020 $482K
Duncker Streett & Co. Inc. 0.09% No change 5,016 $482K
Citizens National Bank Trust Department 0.08% No change 5,005 $481K
Forza Wealth Management, LLC 0.17% No change 5,000 $480K
Acima Private Wealth, LLC 0.15% No change 4,970 $477K
Climber Capital SA 0.31% — 5,070 $477K
Atalanta Sosnoff Capital, LLC 0.01% Add +2.2% 4,961 $476K
PFG Advisors 0.02% Reduce -26.4% 4,957 $476K
Valley Financial Group, Inc. 0.27% Add +2.4% 4,956 $476K
Ellevest, Inc. 0.07% No change 4,950 $475K
NorthCrest Asset Manangement, LLC 0.01% Add +0.6% 4,841 $475K
Fortress Private Ledger, LLC 0.16% No change 4,941 $474K
Clientfirst Wealth Management, LLC 0.38% Reduce -5.2% 4,930 $473K
Key Financial Inc 0.09% Reduce -2.0% 4,927 $473K
Piedmont Capital Management, LLC 0.31% — 4,918 $472K
Ipswich Investment Management Co., Inc. 0.11% Add +18.3% 4,918 $472K
Magnolia Capital Management Ltd. 0.35% No change 4,915 $472K
Rockbridge Investment Management, LCC 0.04% New 4,904 $471K
DBK Financial Counsel, LLC 0.36% No change 4,898 $470K
Sound Stewardship, LLC 0.22% Add +0.1% 4,887 $469K
Gradient Capital Advisors, LLC 0.12% No change 4,885 $469K
Sharkey, Howes & Javer 0.06% No change 4,885 $469K
Delta Investment Management, LLC 0.08% No change 4,873 $468K
City National Bank of Florida 0.30% Reduce -19.5% 4,844 $465K
Northside Capital Management, LLC 0.04% No change 4,833 $464K
Wealth Architects, LLC 0.04% No change 4,811 $462K
GHP Investment Advisors, Inc. 0.02% Add +0.2% 4,808 $462K
McMillan Office, Inc. 0.06% — 4,800 $461K
Clayton Financial Group LLC 0.23% Add +594.2% 4,797 $461K
OMNI 360 Wealth, Inc. 0.23% Add +0.2% 4,615 $458K
Castle Wealth Management LLC 0.15% Reduce -1.3% 4,756 $457K
Regent Peak Wealth Advisors LLC 0.09% No change 4,742 $455K
West Bancorporation Inc. 0.24% Reduce -16.8% 4,731 $454K
CNB Bank 0.19% Reduce -9.7% 4,723 $454K
Stonehaven Wealth & Tax Solutions, LLC 0.41% New 4,719 $453K
Physician Wealth Advisors, Inc. 0.06% Reduce -2.5% 4,713 $453K
Up Strategic Wealth Investment Advisors LLC 0.33% No change 4,408 $452K
Financial Partners Group, Inc 0.05% Reduce -1.8% 4,488 $452K
Cora Capital Advisors LLC 0.18% New 4,695 $451K
Wealth Dimensions Group, Ltd. 0.09% Reduce -17.9% 4,691 $450K
Councilmark Asset Management, LLC 0.25% No change 4,680 $449K
MKT Advisors LLC 0.15% Reduce -0.5% 4,578 $449K
GAMMA Investing LLC 0.02% Add +13.7% 4,678 $449K
Trace Wealth Advisors, LLC 0.32% No change 4,665 $448K
DeLarme Wealth Management, Inc. 0.32% — 4,661 $448K
Meridian Financial Advisors, LLC 0.24% Add +0.3% 4,648 $446K
Bearing Point Capital, LLC 0.07% Add +33.7% 4,640 $446K
Landmark Wealth Management, LLC 0.17% Reduce -0.4% 4,634 $445K
Turn8 Private Wealth Inc. 0.32% Reduce -8.8% 4,629 $445K
Sound Portfolio Advisors, LLC 0.37% — 4,628 $444K
49 Wealth Management, LLC 0.04% Add +3.9% 4,599 $442K
Russell Investments Group, Ltd. 0.00% Reduce -2.5% 4,599 $442K
Richmond Investment Services, LLC 0.08% Add +0.5% 4,582 $440K
Integris Wealth Management, LLC 0.10% No change 4,575 $439K
Hillcrest Wealth Advisors - NY, LLC 0.19% No change 4,500 $432K
Renaissance Technologies 0.00% New 4,500 $432K
Capital Asset Managemnet, LLC 0.48% — 4,478 $430K
Legacies Wealth LLC 0.24% Add +67.2% 4,473 $430K
Welch Group, LLC 0.02% New 4,460 $428K
Park Place Capital Corp 0.09% Add +1.6% 4,431 $426K
Permanent Capital Management, LP 0.08% Reduce -2.8% 4,425 $425K
Sovran Advisors, LLC 0.04% Reduce -0.3% 4,277 $425K
Financial Management Professionals, Inc. 0.04% Reduce -6.8% 4,419 $424K
Kohmann Bosshard Financial Services, LLC 0.04% Reduce -11.7% 4,416 $424K
Calton & Associates, Inc. 0.06% New 4,401 $423K
Meridian Financial Partners LLC 0.17% No change 4,255 $421K
Decker Wealth Management LLC 0.09% — 4,386 $421K
Transcendent Capital Group LLC 0.19% Add +2.7% 4,382 $421K
Gibson Capital, LLC 0.08% No change 4,357 $418K
Vance Wealth, LLC 0.12% No change 4,350 $418K
Magnolia Capital Advisors LLC 0.09% New 4,345 $417K
Vawter Financial, Ltd. 0.18% Reduce -2.4% 4,338 $417K
Ballast Rock Private Wealth LLC 0.26% — 4,329 $416K
Meridian Investment Counsel Inc. 0.10% No change 4,323 $415K
Cohen Klingenstein LLC 0.01% No change 4,300 $413K
Acorn Wealth Advisors, LLC 0.12% Add +5.4% 4,296 $413K
Olde Wealth Management, LLC 0.13% No change 4,297 $412K
Timonier Family Office, LTD. 0.13% Add +0.5% 4,289 $412K
Searle & Co. 0.11% No change 4,269 $410K
SMH Capital Advisors Inc. 0.83% Add +0.4% 4,267 $410K
Verum Partners LLC 0.08% Reduce -3.8% 4,260 $409K
TFB Advisors LLC 0.11% Add +11.3% 4,254 $409K
Wealthfront Advisers LLC 0.00% Reduce -0.6% 4,254 $409K
Banque Pictet & Cie SA 0.00% New 4,236 $407K
Insight Advisors, LLC/ PA 0.06% Add +1.6% 4,235 $407K
Van Hulzen Asset Management, LLC 0.03% Reduce -0.3% 4,232 $406K
Flagship Private Wealth, LLC 0.16% Add +91.7% 4,232 $406K
Beta Wealth Group, Inc. 0.16% Reduce -10.1% 4,228 $406K
Plum Street Advisors, LLC 0.14% Add +0.2% 4,221 $405K
ARK & TLK Investments, LLC 0.11% No change 4,209 $404K
Financial Alternatives, Inc 0.23% No change 4,200 $403K
FourThought Financial Partners, LLC 0.03% New 4,197 $403K
Cozad Asset Management Inc. 0.03% Add +5.7% 4,162 $400K
Kovack Advisors, Inc. 0.02% Add +36.5% 4,159 $399K
Foster Victor Wealth Advisors, LLC 0.02% Reduce -1.8% 3,996 $398K
Blue Fin Capital, Inc. 0.06% Reduce -9.7% 4,131 $397K
Horizon Investment Services, LLC 0.14% No change 4,122 $396K
Arnold Financial Planning LLC 0.41% — 4,115 $395K
Sentinel Wealth Management, Inc. 0.33% Add +12.7% 4,112 $395K
M Wealth Management, LLC 0.34% No change 4,111 $395K
Pacific Capital Wealth Advisors, Inc. 0.07% No change 4,086 $392K
Evernest Financial Advisors, LLC 0.08% No change 3,756 $391K
Financial Insights, Inc. 0.13% No change 4,055 $389K
Premier Path Wealth Partners, LLC 0.05% Add +6.1% 4,044 $388K
Elwood & Goetz Wealth Advisory Group, LLC 0.07% Reduce -1.7% 4,041 $388K
Carrera Capital Advisors 0.07% Add +1.0% 4,027 $387K
Boyum Wealth Architects LLC 0.18% New 3,867 $387K
S.A. Mason LLC 0.15% No change 4,024 $386K
TRUE Private Wealth Advisors 0.04% Reduce -5.4% 4,022 $386K
KCM Investment Advisors LLC 0.01% No change 4,020 $386K
Plimoth Trust Co. LLC 0.09% No change 4,016 $386K
CPA Asset Management Group, LLC 0.13% No change 4,002 $384K
Godshalk Welsh Capital Management, Inc. 0.22% No change 4,000 $384K
Burling Wealth Partners, LLC 0.06% Reduce -2.7% 3,999 $384K
Arkos Global Advisors 0.05% No change 3,988 $383K
Pines Wealth Management, LLC 0.12% No change 3,988 $383K
Sendero Wealth Management, LLC 0.04% No change 3,988 $383K
REDW Wealth LLC 0.15% No change 3,977 $382K
New Covenant Trust Company, N.A. 0.34% No change 3,931 $381K
Downshift Financial, LLC 0.24% — 3,800 $381K
Westwood Holdings Group Inc. 0.00% Add +21.4% 3,971 $381K
JPL Wealth Management, LLC 0.09% No change 3,965 $381K
Shelton Capital Management 0.01% Reduce -1.1% 3,956 $380K
MMBG Investment Advisors Co. 0.03% No change 3,950 $379K
Morton Capital Management LLC 0.06% No change 3,948 $379K
Comprehensive Money Management Services LLC 0.26% No change 3,937 $378K
Asset Allocation & Management Company, LLC 0.15% No change 3,930 $377K
Steigerwald, Gordon & Koch Inc. 0.04% Add +10.3% 3,890 $374K
Kathmere Capital Management, LLC 0.03% Reduce -5.3% 3,887 $373K
Concord Wealth Partners 0.05% Reduce -3.6% 3,875 $372K
Bull Street Advisors, LLC 0.17% No change 3,853 $370K
Baldwin Investment Management, LLC 0.04% No change 3,825 $367K
Family Manage LLC 0.05% Reduce -5.2% 3,820 $367K
Kaydan Wealth Management, Inc. 0.11% Add +5.3% 3,811 $366K
Trellis Wealth Advisors LLC 0.14% No change 3,800 $365K
Wagner Wealth Management, LLC 0.08% New 3,799 $365K
Bison Wealth, LLC 0.04% Reduce -20.7% 3,889 $364K
Pension & Wealth Management Advisors, Inc. 0.11% Add +1.0% 3,788 $364K
Interactive Financial Advisors, Inc. 0.23% Reduce -6.5% 3,785 $364K
Contango Wealth Management LLC 0.41% — 3,774 $362K
Lakeridge Wealth Management LLC 0.16% Add +1.3% 3,761 $361K
Northstar Financial Companies, Inc. 0.29% Add +2.0% 3,757 $361K
Three Seasons Wealth, LLC 0.03% New 3,755 $361K
BCS Wealth Management 0.04% New 3,748 $360K
Werba Rubin Papier Wealth Management 0.10% New 3,744 $360K
Legacy Edge Advisors, LLC 0.04% Add +5.8% 3,728 $358K
Argentarii, LLC 0.12% No change 3,721 $357K
American Investment Services, Inc. 0.08% Reduce -9.4% 3,704 $356K
Credit Industriel Et Commercial 0.08% New 3,701 $355K
Praetorian Wealth Management, Inc. 0.07% New 3,700 $355K
Pictet North America Advisors SA 0.03% New 3,700 $355K
Trivant Custom Portfolio Group, LLC 0.20% Reduce -4.8% 3,695 $355K
Runnymede Capital Advisors, Inc. 0.20% New 3,695 $355K
BCS Private Wealth Management, Inc. 0.12% Reduce -2.0% 3,689 $354K
Cortland Associates Inc. 0.04% No change 3,687 $354K
RTD Financial Advisors, Inc. 0.04% No change 3,683 $354K
Claro Advisors Inc. 0.05% Reduce -0.5% 3,680 $353K
Next Level Private LLC 0.09% Add +0.3% 3,670 $352K
Net Worth Advisory Group 0.07% New 3,648 $350K
Summit Wealth Group, LLC 0.08% New 3,646 $350K
M.E. Allison & Co., Inc. 0.23% No change 3,602 $346K
Monetary Management Group Inc. 0.08% No change 3,595 $345K
Nichols & Pratt Advisers LLP 0.02% New 3,592 $345K
Signal Advisors Wealth, LLC 0.03% Add +49.9% 3,589 $345K
Andrews Advisory Associates, LLC 0.18% — 3,580 $344K
Vermillion Wealth Management, Inc. 0.14% Reduce -1.5% 3,572 $343K
Journey Strategic Wealth LLC 0.01% Add +34.8% 3,572 $343K
Uptown Financial Advisors LLC 0.29% Reduce -1.3% 3,553 $341K
BBR Partners, LLC 0.02% Add +4.0% 3,546 $341K
Fiduciary Group, LLC 0.03% Reduce -1.0% 3,545 $340K
Cynosure Group, LLC 0.03% Add +457.9% 32,741 $340K
Golden Road Advisors LLC 0.19% No change 3,542 $340K
First National Bank & Trust Co. of Newtown 0.06% No change 3,542 $340K
Summit Wealth Group LLC / Co. 0.05% New 3,541 $340K
Investor's Fiduciary Advisor Network, LLC 0.07% No change 3,534 $339K
Phocas Financial Corp. 0.04% No change 3,520 $338K
Saxony Capital Management, LLC 0.21% Reduce -85.5% 3,512 $337K
Forteris Wealth Management Inc. 0.33% — 3,505 $337K
Shared Vision Wealth Group LLC 0.14% No change 3,349 $336K
Cottage Street Advisors LLC 0.14% Add +6.1% 3,500 $336K
JGP Wealth Management, LLC 0.04% New 3,496 $336K
Cove Private Wealth, LLC 0.10% No change 3,492 $335K
Philip James Wealth Mangement, LLC 0.04% No change 3,472 $333K
Financial Perspectives, Inc 0.09% Add +0.3% 3,472 $333K
McClarren Financial Advisors, Inc. 0.20% Reduce -61.3% 1,113 $333K
Vigilare Wealth Management 0.11% New 3,462 $332K
Alta Wealth Advisors LLC 0.11% No change 3,461 $332K
Cornerstone Wealth Advisors, Inc. 0.08% Reduce -2.8% 3,460 $332K
Ami Investment Management Inc. 0.07% No change 3,460 $332K
Index Fund Advisors, Inc. 0.02% Reduce -25.4% 3,460 $332K
Eldridge Investment Advisors, Inc. 0.07% No change 3,452 $332K
Morling Financial Advisors, LLC 0.10% No change 3,443 $331K
Livet Wealth, LLC 0.20% — 3,435 $330K
United Asset Strategies, Inc. 0.03% Reduce -24.5% 3,401 $327K
Jacobi Capital Management LLC 0.02% Add +1.0% 3,371 $324K
Bigelow Investment Advisors, LLC 0.13% Add +2.3% 3,369 $324K
Leavell Investment Management, Inc. 0.01% No change 3,363 $323K
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.02% New 3,362 $323K
Motive Wealth Advisors 0.14% No change 3,343 $321K
SFG Wealth Management, LLC. 0.13% Add +4.1% 3,340 $321K
XY Planning Network, Inc. 0.06% Add +35.5% 3,338 $321K
W.G. Shaheen & Associates DBA Whitney & Co 0.03% Add +0.9% 3,330 $320K
Keystone Global Partners, LLC 0.14% Reduce -1.4% 3,327 $319K
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 0.04% No change 3,325 $319K
Old Port Advisors 0.08% New 3,309 $318K
Richards, Merrill & Peterson, Inc. 0.12% Add +26.9% 3,302 $317K
Accel Wealth Management 0.09% Reduce -6.4% 3,298 $317K
Tillman Hartley LLC 0.08% No change 3,294 $316K
Galvin, Gaustad & Stein, LLC 0.02% Add +21.9% 3,281 $315K
Destiny Wealth Partners, LLC 0.04% No change 3,128 $314K
Acumen Wealth Advisors, LLC 0.09% — 3,267 $314K
TCP Asset Management, LLC 0.05% No change 3,266 $314K
Tsfg, LLC 0.05% Add +0.1% 3,248 $312K
BankPlus Trust Department 0.08% No change 3,244 $312K
Simplicity Wealth,LLC 0.02% Reduce -74.1% 3,244 $312K
Riversedge Advisors, LLC 0.05% No change 3,225 $310K
Melfa Wealth Management, Inc. 0.18% No change 3,225 $310K
Fulcrum Capital LLC 0.06% Reduce -3.1% 3,223 $310K
Watershed Private Wealth LLC 0.09% No change 3,222 $309K
Holderness Investments Co. 0.06% No change 3,217 $309K
Apollon Financial, LLC 0.04% Add +25.7% 3,215 $309K
Global View Capital Management LLC 0.06% Reduce -7.2% 3,213 $309K
Successful Portfolios LLC 0.16% Add +12.3% 3,122 $308K
Hibernia Wealth Partners, LLC 0.09% New 3,210 $308K
Compass Capital Management, Inc. 0.02% Add +20.4% 3,210 $308K
Balanced Wealth Group LLC 0.11% Reduce -1.7% 3,274 $308K
Client 1ST Advisory Group, LLC 0.10% No change 3,196 $307K
Moneco Advisors, LLC 0.02% Add +32.1% 3,192 $307K
Semitam Bonam LLC 0.26% No change 3,191 $306K
TPG Advisors LLC 0.19% No change 3,185 $306K
Boreal Capital Management LLC 0.28% No change 3,176 $305K
Sard Wealth Management Group, LLC 0.17% Add +1.8% 3,176 $305K
Greenwood Capital Associates LLC 0.03% No change 3,175 $305K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.04% Add +0.2% 3,174 $305K
Cooksen Wealth, LLC 0.22% No change 3,165 $304K
Elser Financial Planning, Inc 0.22% No change 3,163 $304K
Petix & Botte Co 0.07% No change 3,154 $303K
PACK Private Wealth, LLC 0.14% No change 3,149 $302K
Pinion Investment Advisors, LLC 0.07% No change 3,139 $301K
South Shore Capital Advisors 0.22% — 3,124 $300K
Laffer Tengler Investments, Inc. 0.05% Reduce -17.4% 3,114 $299K
Occidental Asset Management, LLC 0.04% Reduce -9.8% 3,101 $298K
Summit Wealth Partners, LLC 0.05% No change 3,097 $297K
HHM Wealth Advisors, LLC 0.04% No change 3,097 $297K
Creative Capital Management Investments LLC 0.09% No change 3,095 $297K
Willner & Heller, LLC 0.21% Add +1.8% 3,083 $296K
Aurora Private Wealth, Inc. 0.19% — 3,093 $296K
Augustine Asset Management Inc. 0.06% No change 3,073 $295K
J.P. Marvel Investment Advisors, LLC 0.04% No change 3,069 $295K
Yoffe Investment Management, LLC 0.38% No change 3,068 $295K
FC Advisory LLC 0.08% Add +0.6% 3,067 $295K
CDM Financial Counseling Services, Inc. 0.28% — 3,056 $293K
Advisors Capital Management, LLC 0.00% Reduce -13.0% 3,053 $293K
Plancorp, LLC 0.01% No change 3,047 $293K
Sargent Investment Group, LLC 0.04% New 3,045 $292K
Medallion Wealth Advisors, LLC 0.10% Reduce -0.8% 3,029 $291K
Ameriflex Group, Inc. 0.15% Reduce -34.7% 3,019 $290K
Smith Salley Wealth Management 0.01% No change 3,007 $289K
Centurion Wealth Management LLC 0.06% No change 2,999 $288K
Townsquare Capital LLC 0.06% Reduce -1.0% 2,994 $288K
Aufman Associates Inc 0.15% No change 2,984 $287K
Lake Street Private Wealth, LLC 0.04% Reduce -0.4% 2,979 $286K
West Paces Advisors Inc. 0.06% No change 2,979 $286K
Onyx Bridge Wealth Group LLC 0.03% Reduce -13.1% 2,976 $286K
Merited Wealth, LLC 0.26% — 2,965 $285K
EPG Wealth Management LLC 0.08% Add +0.9% 2,923 $281K
Financial Life Advisors 0.09% Add +2.1% 2,904 $279K
Windward Private Wealth Management Inc. 0.10% No change 2,902 $279K
Obermeyer Wealth Partners 0.01% New 2,894 $278K
Winthrop Advisory Group LLC 0.02% Add +22.1% 2,884 $277K
Main Street Group, LTD 0.10% No change 2,876 $276K
Trans-Canada Capital Inc. 0.02% Reduce -1.1% 2,863 $275K
Copley Financial Group, Inc. 0.17% Reduce -13.3% 2,859 $275K
Signature Estate & Investment Advisors LLC 0.01% Add +1.6% 2,858 $274K
Institute for Wealth Management, LLC. 0.03% Reduce -25.6% 2,856 $274K
First National Advisers, LLC 0.04% No change 2,850 $274K
Avion Wealth 0.06% Reduce -10.0% 2,849 $273K
Avalon Trust Co 0.02% Add +142.4% 2,834 $272K
Hopwood Nicholas Hunter 0.09% — 2,834 $272K
LVW Advisors, LLC 0.03% No change 2,832 $272K
Farmers National Bank 0.06% Reduce -18.3% 2,831 $272K
Trivium Point Advisory, LLC 0.03% No change 2,815 $270K
Omnia Family Wealth, LLC 0.08% No change 2,814 $270K
Cedarwood Wealth LLC 0.30% — 2,675 $269K
Linden Thomas Advisory Services, LLC 0.03% New 2,798 $269K
Tribridge Partners Financial LLC 0.11% No change 2,797 $269K
Fort Sheridan Advisors LLC 0.03% No change 2,785 $267K
St. Clair Advisors, LLC 0.07% New 2,785 $267K
Archford Capital Strategies, LLC 0.03% No change 2,778 $267K
Mayfair Advisory Group, LLC 0.10% Add +1.8% 2,737 $266K
Outlook Wealth Advisors, LLC 0.06% New 2,761 $265K
Winthrop Capital Management, LLC 0.06% No change 2,759 $265K
BNC Wealth Management, LLC 0.07% Add +0.3% 2,754 $264K
Bill Few Associates, Inc. 0.07% Add +0.3% 2,752 $264K
Wealthcare Capital Management LLC 0.03% No change 2,752 $264K
Cooper Financial Group 0.03% No change 2,743 $263K
Westfuller Advisors, LLC 0.11% Add +65.2% 2,740 $263K
Knights of Columbus Asset Advisors LLC 0.01% No change 2,727 $262K
Guyasuta Investment Advisors Inc. 0.01% No change 2,725 $262K
One Degree Advisors Inc 0.07% Add +16.3% 2,723 $261K
Armstrong Advisory Group, Inc. 0.02% No change 2,716 $261K
Wealth Alliance, LLC 0.03% Reduce -6.4% 2,709 $260K
Sensible Money, LLC 0.08% No change 2,693 $259K
Folger Nolan Fleming Douglas Capital Management, Inc. 0.03% Reduce -0.4% 2,680 $257K
Guardsman Private Capital Management, Inc. 0.20% — 2,675 $257K
Elk River Wealth Management LLC 0.04% No change 2,675 $257K
West Wealth Group, LLC 0.05% Add +1.8% 2,672 $257K
Sonoma Allocations LLC 0.09% No change 2,531 $256K
Gerber, LLC 0.14% No change 2,666 $256K
Private Management Group Inc. 0.01% No change 2,655 $255K
Gateway Wealth Partners, LLC 0.03% New 2,649 $254K
Perkins Coie Trust Co 0.05% No change 2,646 $254K
Accurate Wealth Management, LLC 0.03% Reduce -10.8% 2,570 $254K
Keewaydin Investments LLC 0.07% — 2,640 $254K
Alpha Financial Advisors, LLC 0.08% Reduce -24.6% 2,639 $253K
Blue Chip Partners, LLC 0.02% Add +3.3% 2,632 $253K
Wetzel Investment Advisors, Inc. 0.10% Reduce -1.1% 2,623 $252K
Zeit Capital LLC 0.17% No change 2,620 $252K
Portfolio Resources Advisor Group, Inc. 0.25% — 2,617 $251K
GFG Capital, LLC 0.09% No change 2,617 $251K
Rogco, LP 0.08% Reduce -20.4% 2,610 $251K
Fonville Wealth Management LLC 0.05% Add +3.6% 2,604 $250K
RAM Investment Partners, LLC 0.05% Add +19.9% 2,604 $250K
Obsidian Cio, LLC 0.37% Reduce -6.3% 2,604 $250K
Everhart Financial Group, Inc. 0.02% No change 2,603 $250K
Cranbrook Wealth Management, LLC 0.05% Add +0.1% 2,592 $249K
Stronghold Wealth Management L.L.C. 0.37% — 2,586 $248K
CRA Financial Services, LLC 0.03% Add +0.1% 2,580 $248K
Clearstead Trust, LLC 0.04% No change 2,579 $248K
Madison Wealth Partners, Inc 0.05% Add +18.1% 2,579 $248K
QTR Family Wealth, LLC 0.11% Reduce -1.4% 2,372 $247K
Schnieders Capital Management, Llc. 0.04% No change 2,568 $247K
Hanson & Doremus Investment Management 0.03% Reduce -23.8% 2,560 $246K
Ascentis Independent Advisors 0.04% Add +8.9% 2,558 $246K
Planned Solutions, Inc. 0.08% No change 2,554 $245K
Pasadena Private Wealth, LLC 0.03% No change 2,551 $245K
ZWJ Investment Counsel Inc. 0.01% New 2,545 $244K
L.K. Benson & Company, P.C. 0.12% No change 2,542 $244K
Pennsylvania Capital Management Inc. 0.07% No change 2,542 $244K
Avant Financial Advisors LLC 0.17% Reduce -14.5% 2,535 $243K
BKM Wealth Management, LLC 0.09% Add +1.7% 2,535 $243K
Facet Wealth, Inc. 0.00% Add +0.9% 2,409 $243K
Asempa Wealth Advisors 0.21% — 2,523 $242K
Old Mission Investment Co LLC 0.06% Add +0.5% 2,521 $242K
Rockingstone Advisors LLC 0.11% New 2,520 $242K
Seneca Financial Advisors LLC 0.07% Add +12.5% 2,518 $242K
Old Peak Finance LLC 0.15% — 2,516 $242K
McDonald Partners LLC 0.08% New 2,505 $241K
Churchill Financial Advisors, LLC 0.07% — 2,500 $240K
Mogy Joel R Investment Counsel Inc. 0.01% New 2,500 $240K
Keebeck Wealth Management 0.03% Reduce -0.0% 2,491 $239K
Birchbrook, Inc. 0.12% No change 2,489 $239K
IRON Financial LLC 0.11% Add +1.3% 2,474 $238K
Brown, Lisle/Cummings, Inc. 0.06% No change 2,474 $238K
Woodline Partners LP 0.00% New 2,473 $237K
Advus Financial Partners, LLC 0.06% Reduce -1.2% 2,467 $237K
Sachetta, LLC 0.13% Add +0.6% 2,466 $237K
Austin Private Wealth, LLC 0.02% Add +13.1% 2,462 $236K
Strategic Global Advisors, LLC 0.04% New 2,458 $236K
Element Wealth, LLC 0.10% Add +0.2% 2,457 $236K
Sharpepoint LLC 0.14% New 2,455 $236K
Guardian Partners Inc. 0.02% New 2,319 $236K
Moss Adams Wealth Advisors LLC 0.02% No change 2,450 $235K
Strategic Blueprint, LLC 0.01% Reduce -41.6% 2,441 $234K
jvl associates llc 0.08% No change 2,439 $234K
Opulen Financial Group LLC 0.17% Add +1.8% 2,430 $233K
Tannin Capital LLC 0.21% — 2,428 $233K
Adkins Seale Capital Management LLC 0.23% — 2,426 $233K
Widmann Financial Services, Inc. 0.14% No change 2,421 $232K
William Mack & Associates, Inc. 0.11% Reduce -2.5% 2,417 $232K
Planning Project LLC 0.06% — 2,416 $232K
Brady Martz Wealth Solutions, LLC 0.04% New 2,416 $232K
Canvas Wealth Advisors, LLC 0.04% Reduce -0.7% 2,415 $232K
Cooper/Haims Advisors, LLC 0.11% Add +0.1% 2,413 $232K
Summit Investment Advisory Services, LLC 0.09% No change 2,408 $231K
Allodium Investment Consultants, LLC 0.12% No change 2,406 $231K
Red Lighthouse Investment Management, LLC 0.08% No change 2,400 $230K
Sankala Group LLC 0.18% — 2,185 $230K
Capital Investment Advisory Services, LLC 0.02% Reduce -2.5% 2,396 $230K
SOL Capital Management CO 0.02% No change 2,400 $230K
Lafayette Investments, Inc. 0.04% Add +0.0% 2,392 $230K
Cardinal Point Capital Management ULC 0.01% Reduce -7.6% 2,380 $229K
Clark Estates Inc. 0.06% No change 2,370 $228K
Northland Securities, Inc. 0.22% — 2,364 $227K
MontVue Capital Management, Inc. 0.15% No change 2,364 $227K
Delos Wealth Advisors, LLC 0.15% No change 2,355 $226K
Westside Investment Management, Inc. 0.04% Add +0.1% 2,347 $225K
Lorne Steinberg Wealth Management Inc. 0.05% New 2,345 $225K
Perennial Advisors, LLC 0.04% Add +5.9% 2,335 $224K
Intellectus Partners, LLC 0.04% Reduce -14.5% 2,330 $224K
Capital Asset Advisory Services LLC 0.01% Reduce -0.2% 2,276 $224K
Midwest Financial Group LLC 0.10% New 2,323 $223K
PDS Planning, Inc 0.01% Add +0.8% 2,317 $222K
Parthenon LLC 0.02% Reduce -4.1% 2,313 $222K
McLaughlin Asset Management, Inc. 0.20% — 2,304 $221K
Claris Financial LLC 0.12% Add +1.7% 2,283 $219K
NCM Capital Management, LLC 0.08% No change 2,276 $219K
M. Kulyk & Associates, LLC 0.04% No change 2,275 $218K
American State Bank (Iowa) 0.10% New 2,274 $218K
Evensky & Katz LLC 0.01% Reduce -8.9% 2,269 $218K
Northwest Bancshares, Inc. 0.04% Reduce -9.7% 2,267 $218K
Objectivity Squared, LLC 0.12% Add +1.8% 2,266 $218K
Alpine Global Management, LLC 0.05% New 2,264 $217K
Marathon Strategic Advisors, LLC 0.17% Reduce -3.8% 2,263 $217K
Roger Wittlin Investment Advisory, LLC 0.15% Add +1.9% 2,254 $216K
Allium Financial Advisors, LLC 0.17% No change 2,251 $216K
Powerhouse Assets LLC 0.19% — 2,250 $216K
American Trust 0.02% Reduce -6.4% 2,247 $216K
Wealth Enhancement Trust Services, Inc. 0.03% — 2,241 $215K
Boston Standard Wealth Management, LLC 0.04% Add +1.4% 2,238 $215K
Fiduciary Financial Group, LLC 0.03% No change 2,235 $215K
Middleton & Co. Inc. 0.02% No change 2,235 $215K
Beacon Financial Planning, Inc. 0.10% New 2,225 $214K
Redhawk Wealth Advisors, Inc. 0.02% Add +0.6% 2,214 $213K
Resources Management Corp. /CT/ 0.03% No change 2,205 $212K
Rathbones Group PLC 0.00% Reduce -14.5% 2,205 $212K
Coastal Bridge Advisors, LLC 0.02% No change 2,187 $210K
apricus wealth, LLC 0.11% No change 2,183 $210K
Rodgers & Associates, LTD 0.02% Reduce -2.0% 2,179 $209K
Quadrant Private Wealth Management, LLC 0.03% Reduce -34.9% 2,166 $208K
Advance Capital Management, Inc. 0.01% New 2,164 $208K
North Capital, Inc. 0.18% No change 2,163 $208K
Raffa Wealth Management, LLC 0.03% No change 2,160 $207K
GW Henssler & Associates Ltd. 0.01% No change 2,150 $206K
Berkshire Money Management, Inc. 0.02% New 2,146 $206K
Bingham Private Wealth, LLC 0.18% — 2,144 $206K
Pure Portfolios Holdings LLC 0.06% New 2,140 $206K
Cedar Point Capital Partners, LLC 0.13% Reduce -21.3% 2,139 $205K
SpringVest Wealth Management LLC 0.14% New 2,134 $205K
Traphagen Investment Advisors LLC 0.02% New 2,130 $205K
Corsicana & Co. 0.11% No change 2,129 $204K
Clarius Group, LLC 0.01% Reduce -5.3% 2,128 $204K
Meritage Portfolio Management 0.01% New 2,126 $204K
Envision Financial Planning, LLC 0.08% New 2,124 $204K
Christensen, King & Associates Investment Services, Inc. 0.09% New 2,122 $204K
Creative Financial Designs Inc. 0.01% Add +1.6% 2,111 $203K
Capstone Wealth Management Group LLC 0.12% New 2,108 $202K
Miller Global Investments, LLC 0.18% — 2,108 $202K
Bensler, LLC 0.02% New 2,103 $202K
Kozak & Associates, Inc. 0.04% Add +1.4% 2,040 $202K
Ewa, LLC 0.05% New 2,092 $201K
Curtis Advisory Group, LLC 0.04% New 2,087 $200K
Claret Asset Management Corp 0.02% New 2,085 $200K
Berger Financial Group, Inc 0.01% Add +20.3% 2,055 $197K
Colony Family Offices, LLC 0.05% No change 2,032 $195K
Founders Financial Alliance, LLC 0.04% Reduce -25.1% 1,958 $188K
CVA Family Office, LLC 0.02% Add +0.1% 1,955 $188K
Mowery & Schoenfeld Wealth Management, LLC 0.27% No change 1,943 $187K
HighMark Wealth Management LLC 0.08% Reduce -0.5% 1,939 $186K
CoreFirst Bank & Trust 0.10% Add +874.4% 1,939 $186K
Rice Partnership, LLC 0.02% Reduce -12.1% 1,906 $183K
Joseph Group Capital Management 0.05% Reduce -19.0% 1,844 $177K
Centennial Bank 0.07% Reduce -19.1% 1,800 $173K
Abound Wealth Management 0.04% Add +0.5% 1,794 $172K
Gilpin Wealth Management, LLC 0.14% — 1,790 $172K
Cherry Tree Wealth Management, LLC 0.04% No change 1,782 $171K
S&T Bank 0.05% Add +45.3% 1,763 $169K
Alerus Financial NA 0.01% Reduce -3.1% 1,753 $168K
WealthCollab, LLC 0.07% No change 1,744 $167K
Maryland Capital Advisors Inc. 0.06% No change 1,744 $167K
Armor Investment Advisors, LLC 0.06% Reduce -40.0% 1,722 $165K
Cresta Advisors, Ltd. 0.07% New 1,677 $161K
City State Bank 0.04% No change 1,670 $160K
Colonial Trust Advisors 0.01% Reduce -15.6% 1,627 $156K
Archer Investment Corp 0.03% No change 1,524 $146K
Front Row Advisors LLC 0.05% No change 1,520 $146K
Align Financial, LLC 0.08% — 145,445 $145K
Glassman Wealth Services 0.02% Add +0.1% 1,457 $140K
TD Capital Management LLC 0.01% Add +0.6% 1,451 $139K
SIMA Wealth Partners, LLC 0.11% No change 1,444 $139K
Turning Point Benefit Group, Inc. 0.07% Reduce -0.2% 1,428 $137K
Union Savings Bank 0.06% — 1,407 $135K
Investors Portfolio Services LLC 0.12% — 1,400 $134K
Timmons Wealth Management, LLC 0.13% — 1,373 $132K
Root Financial Partners, LLC 0.01% No change 1,304 $125K
Main Management LLC 0.01% Reduce -1.0% 1,297 $125K
Barrett & Company, Inc. 0.04% No change 1,298 $125K
Louisbourg Investments Inc. 0.02% Reduce -5.5% 1,295 $124K
Davis Capital Management 0.09% No change 1,293 $124K
Seneschal Advisors, LLC 0.09% No change 1,290 $124K
Godfrey Financial Associates, Inc. 0.11% — 1,282 $123K
CDKV Holdings LLC 0.10% — 1,263 $121K
Inlight Wealth Management, LLC 0.04% No change 1,261 $121K
N.E.W. Advisory Services LLC 0.01% Add +20.0% 1,249 $120K
Measured Wealth Private Client Group, LLC 0.03% No change 1,195 $115K
Cornerstone National Bank & Trust Co 0.05% No change 1,186 $114K
Kings Path Partners LLC 0.04% No change 1,175 $113K
Albion Financial Group 0.01% No change 1,171 $112K
Triumph Capital Management 0.02% New 1,162 $112K
Tidemark, LLC 0.03% No change 1,148 $110K
Rosenberg Matthew Hamilton 0.02% Reduce -0.9% 1,134 $109K
Coston, McIsaac & Partners 0.02% No change 1,106 $106K
IAG Wealth Partners, LLC 0.01% No change 1,094 $105K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.04% New 1,088 $104K
Hamilton Point Investment Advisors, LLC 0.02% Add +5.2% 1,075 $103K
Breakwater Investment Management 0.04% No change 1,063 $102K
Millstone Evans Group, LLC 0.06% No change 1,060 $102K
Addison Advisors LLC 0.02% Reduce -17.2% 1,042 $100K
DHJJ Financial Advisors, Ltd. 0.03% Add +0.1% 1,033 $99K
Olistico Wealth, LLC 0.05% New 1,023 $98K
Cary Street Partners Investment Advisory LLC 0.03% Add +40.1% 1,002 $96K
Cetera Trust Company, N.A 0.05% No change 1,000 $96K
Longview Financial Advisors LLC 0.05% Add +37.4% 988 $95K
Aventus Investment Advisors, Inc. 0.07% New 958 $92K
Bay Harbor Wealth Management, LLC 0.02% New 952 $91K
Nalls Sherbakoff Group, LLC 0.07% No change 950 $91K
Granite Investment Partners, LLC 0.01% No change 950 $91K
Family Capital Trust Co 0.03% Reduce -88.0% 931 $89K
Midwest Capital Advisors, LLC 0.04% Add +1.8% 902 $87K
Three Bearings Fiduciary Advisors, Inc. 0.08% — 858 $86K
Realta Investment Advisors 0.03% New 890 $85K
Harel Insurance Investments & Financial Services Ltd. 0.00% No change 883 $84K
Ssa Swiss Advisors AG 0.04% No change 850 $82K
United Financial Planning Group LLC 0.05% Add +24.8% 841 $81K
Quaker Wealth Management, LLC 0.03% Add +1.8% 838 $80K
Caldwell Sutter Capital, Inc. 0.03% Add +3.5% 834 $80K
Torno Capital, LLC 0.03% New 800 $77K
Hughes Financial Services, LLC 0.01% Add +518.6% 798 $77K
Valued Wealth Advisors LLC 0.03% No change 797 $77K
Marquette Associates, Inc. 0.10% Reduce -72.4% 777 $75K
Sittner & Nelson, LLC 0.03% No change 720 $74K
Howe & Rusling Inc. 0.00% No change 750 $72K
Bfsg, LLC 0.01% Reduce -2.9% 743 $71K
Sfam, LLC 0.06% — 735 $71K
Manchester Capital Management LLC 0.01% Reduce -46.7% 702 $67K
Dunhill Financial, LLC 0.02% No change 686 $66K
Curio Wealth, LLC 0.02% No change 681 $66K
Optima Capital LLC 0.03% New 666 $64K
Frazier Financial Advisors, LLC 0.04% No change 661 $63K
Robinswood Financial LLC 0.02% Add +1.1% 644 $62K
Stone House Investment Management, LLC 0.01% Reduce -97.5% 635 $61K
Consultiva Wealth Management, Corp. 0.17% No change 625 $60K
Avestar Capital, LLC 0.00% No change 623 $60K
SHP Wealth Management 0.00% — 618 $59K
DecisionPoint Financial, LLC 0.01% No change 616 $59K
Pin Oak Investment Advisors Inc. 0.04% Reduce -5.7% 575 $59K
Signature Equity Partners, LLC 0.03% — 604 $58K
Kentucky Trust Co 0.03% No change 600 $58K
FNY Investment Advisers, LLC 0.02% New 600 $57K
Kennebec Savings Bank 0.05% No change 590 $57K
YANKCOM Partnership 0.02% New 576 $55K
Alexis Investment Partners, LLC 0.02% No change 549 $53K
Roxbury Financial LLC 0.05% Add +0.6% 549 $53K
Grand Wealth Management, LLC 0.02% New 542 $52K
Ballast Advisors LLC 0.01% No change 536 $51K
WFA of San Diego, LLC 0.04% No change 535 $51K
Walsh & Associates, LLC 0.05% — 525 $50K
Ascentis Wealth Management, LLC 0.01% No change 485 $47K
Ankerstar Wealth, LLC 0.05% — 479 $46K
Dorato Capital Management 0.03% — 463 $46K
Murphy & Mullick Capital Management Corp 0.03% No change 475 $46K
Financial Freedom, LLC 0.02% Add +1.7% 473 $45K
Strive Financial Group ,LLC 0.02% — 461 $44K
Fairscale Capital, LLC 0.03% No change 454 $44K
Hoese & Co LLP 0.03% No change 450 $43K
Strategic Wealth Advisors LLC 0.04% — 455 $43K
Balentine LLC 0.00% Add +7.3% 441 $42K
Toth Financial Advisory Corp. 0.00% New 426 $41K
Smallwood Wealth Investment Management, LLC 0.02% No change 419 $40K
Pacifica Partners Inc. 0.02% No change 412 $40K
Nemes Rush Group LLC 0.00% New 412 $40K
Ramirez Asset Management, Inc. 0.01% No change 400 $38K
Bogart Wealth, LLC 0.00% No change 400 $38K
GoalVest Advisory LLC 0.01% Add +106.4% 388 $37K
GeoWealth Management, LLC 0.00% New 388 $37K
Pflug Koory, LLC 0.02% Add +1.9% 382 $37K
First United Bank & Trust 0.01% Reduce -59.5% 358 $34K
SYM FINANCIAL Corp 0.00% No change 334 $32K
Tacita Capital Inc 0.02% No change 300 $29K
Atlas Capital Advisors Inc. 0.00% — 299 $29K
Greykasell Wealth Strategies, Inc. 0.01% No change 276 $27K
Hilton Head Capital Partners, LLC 0.02% — 269 $26K
Foster Dykema Cabot & Partners, LLC 0.00% Reduce -0.4% 265 $25K
VSM Wealth Advisory, LLC 0.01% No change 263 $25K
Horizon Investments, LLC 0.00% Add +2520.0% 262 $25K
Granite FO LLC 0.01% No change 252 $24K
Bollard Group LLC 0.00% Add +1.6% 246 $24K
IMG Wealth Management, Inc. 0.02% Add +25.9% 248 $24K
Winch Advisory Services, LLC 0.00% No change 228 $22K
Eagle Bay Advisors LLC 0.02% New 224 $22K
Bravera Wealth 0.01% — 224 $22K
Gleason Group, Inc. 0.00% Reduce -12.2% 224 $22K
Hazlett, Burt & Watson, Inc. 0.01% Add +193.3% 220 $21K
Cheviot Value Management, LLC 0.00% No change 195 $20K
Minot DeBlois Advisors LLC 0.02% No change 205 $20K
LRI Investments, LLC 0.00% New 200 $19K
Gunpowder Capital Management, LLC dba Oliver Wealth Management 0.01% — 189 $18K
CKW Financial Group 0.00% Add +1.7% 184 $18K
Caitlin John, LLC 0.01% No change 185 $18K
C M Bidwell & Associates Ltd. 0.01% No change 182 $17K
one8zero8, LLC 0.00% No change 179 $17K
Field & Main Bank 0.00% No change 174 $17K
Fortis Group Advisors, LLC 0.00% No change 173 $17K
Transamerica Financial Advisors, LLC 0.00% Add +1.2% 170 $16K
Mb, Levis & Associates, LLC 0.01% Add +1.8% 167 $16K
J.Safra Asset Management Corp 0.00% New 166 $16K
Quest 10 Wealth Builders, Inc. 0.01% Reduce -1.3% 157 $15K
Quattro Advisors LLC 0.01% — 155 $15K
NWK Group, Inc. 0.01% Reduce -82.1% 149 $14K
Arlington Trust Co LLC 0.00% New 148 $14K
Maseco LLP 0.00% New 147 $14K
Ransom Advisory, Ltd 0.01% New 146 $14K
Princeton Global Asset Management LLC 0.00% No change 145 $14K
Abound Financial, LLC 0.01% New 140 $13K
Bank & Trust Co 0.01% No change 135 $13K
Highline Wealth Partners LLC 0.00% No change 127 $12K
GGM Financial LLC 0.01% Add +1.7% 120 $12K
Register Financial Advisors LLC 0.00% No change 120 $12K
Cape Investment Advisory, Inc. 0.00% New 117 $11K
Jackson, Grant Investment Advisers, Inc. 0.00% Add +1.7% 117 $11K
Windsor Advisory Group, LLC 0.01% Add +1.8% 115 $11K
Migdal Insurance & Financial Holdings Ltd. 0.00% No change 112 $11K
Signature Resources Capital Management, LLC 0.01% Add +13.4% 110 $11K
Sawyer & Company, Inc 0.00% No change 109 $10K
KERR FINANCIAL PLANNING Corp 0.01% No change 100 $10K
Tanaka Capital Management Inc. 0.02% No change 103 $10K
FWL Investment Management, LLC 0.00% No change 100 $10K
Horrell Capital Management, Inc. 0.00% No change 95 $9K
Hara Capital LLC 0.00% No change 91 $9K
MJT & Associates Financial Advisory Group, Inc. 0.01% No change 89 $9K
Pacific Center for Financial Services 0.00% No change 89 $8K
Rossby Financial, LCC 0.00% Add +1333.3% 86 $8K
Atwood & Palmer Inc. 0.00% No change 84 $8K
1620 Investment Advisors, Inc. 0.00% Add +53.2% 72 $7K
Elevated Capital Advisors, LLC 0.00% New 71 $7K
POM Investment Strategies, LLC 0.00% Reduce -93.5% 70 $7K
Thompson Investment Management, Inc. 0.00% No change 62 $6K
Kilter Group LLC 0.00% No change 54 $5K
Exchange Traded Concepts, LLC 0.00% Reduce -33.3% 54 $5K
Birchwood Financial Partners, Inc. 0.01% — 53 $5K
IFC & Insurance Marketing, Inc. 0.01% — 54 $5K
Covestor Ltd 0.00% New 49 $5K
Comprehensive Financial Planning, Inc. 0.00% Add +2.3% 45 $4K
Bradley & Co. Private Wealth Management, LLC 0.00% New 42 $4K
Wallace Hart LLC 0.00% No change 38 $4K
RHL Group, LLC 0.00% — 24 $2K
Orion Capital Management LLC 0.00% No change 24 $2K
PFS Partners, LLC 0.00% New 23 $2K
Integrity Financial Corp 0.00% Reduce -83.9% 23 $2K
Daytona Street Capital LLC 0.00% — 22 $2K
ORG Partners LLC 0.00% No change 22 $2K
Burkett Financial Services, LLC 0.00% Reduce -88.6% 20 $2K
Global Wealth Strategies & Associates 0.00% No change 20 $2K
Fourth Dimension Wealth, LLC 0.00% Add +5.9% 18 $2K
Networth Advisors, LLC 0.00% — 15 $1K
Lodestone Wealth Management LLC 0.00% New 8 $768
CrossGen Wealth, LLC 0.00% — 7 $672
REAP Financial Group, LLC 0.00% No change 4 $384
Van Den Berg Management I, Inc. 0.00% New 3 $316
Rakuten Securities, Inc. 0.00% Reduce -40.0% 3 $288
Bear Mountain Capital, Inc. 0.00% No change 1 $99

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