iShares MSCI Eafe ETFEFAETF

13F holders, Q1 2026 (March 31)
2,214holders
111new positions
100sold out
8famous investors
$96.02avg. 13F price*

At the end of Q1 2026, 2,214 institutions reported holding iShares MSCI Eafe ETF (EFA) in their 13F filings, unchanged from Q4 2025. 111 opened new positions and 100 sold out. The largest holders were BlackRock, Inc. ($9.2B), Bank of America Corp. ($3.8B) and Goldman Sachs Group Inc. ($3.0B). 8 famous investors held it, including Leon Cooperman (0.2% of Omega Advisors (Leon Cooperman)'s portfolio), Jim Simons / Peter Brown (0.1% of Renaissance Technologies's portfolio) and Mario Gabelli (0.1% of GAMCO Investors's portfolio).

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

History

Number of 13F holders

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

Total Exit/New Position Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions111$315.3M
Exits100$425.7M

All 13F filers, Q4 2025 → Q1 2026: 44,600,414 shares bought and 28,880,733 shares sold, net +15,719,681 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 2,214 holders

BlackRock, Inc. 0.16% Add +1.1% 94,224,091 $9.2B
Bank of America Corp. 0.28% Reduce -1.4% 39,633,936 $3.8B
Goldman Sachs Group Inc. 0.39% Add +0.3% 30,887,127 $3.0B
Morgan Stanley 0.18% Reduce -5.4% 29,921,159 $2.9B
Northern Trust Corp. 0.28% Add +3.4% 22,026,841 $2.1B
JPMorgan Chase & Co. 0.14% Reduce -1.0% 21,300,190 $2.0B
Wells Fargo & Company 0.33% Add +4.1% 16,880,958 $1.6B
UBS Group AG 0.25% Add +23.7% 14,559,836 $1.4B
Northwestern Mutual Investment Management Company, LLC 16.63% Reduce -28.3% 11,289,341 $1.1B
Royal Bank of Canada 0.20% Add +7.8% 10,650,900 $1.0B
TD Asset Management Inc 0.72% Add +7.6% 9,148,830 $888.6M
FMR LLC 0.04% Reduce -1.7% 8,615,407 $836.8M
PNC Financial Services Group, Inc. 0.47% Reduce -0.7% 8,399,549 $815.8M
Bank of New York Mellon Corp 0.14% Reduce -0.9% 7,860,158 $763.5M
US Bancorp \de 0.84% Reduce -0.8% 7,132,417 $692.8M
Envestnet Asset Management Inc. 0.17% Add +10.0% 6,571,755 $638.3M
AlTi Global, Inc. 13.14% Add +1.1% 6,222,715 $604.4M
Jones Financial Companies LLLP 0.29% Add +112.3% 6,354,951 $597.5M
LPL Financial LLC 0.15% Reduce -3.7% 5,653,849 $549.2M
Bessemer Group Inc. 0.85% Add +27.9% 5,586,139 $542.6M
Truist Financial Corp. 0.63% Add +12.3% 4,775,989 $463.9M
Bank of Montreal 0.19% Add +6.8% 4,668,948 $453.5M
Ameriprise Financial Inc. 0.09% Add +39.2% 3,853,491 $374.2M
Raymond James Financial Inc. 0.11% Add +2.7% 3,817,681 $370.8M
Fifth Third Bancorp 0.66% Add +214.8% 3,734,895 $362.8M
Natixis Advisors, LLC 0.45% Add +33.3% 3,296,398 $320.2M
Mariner, LLC 0.35% Reduce -4.6% 3,127,682 $303.7M
Rockefeller Capital Management L.P. 0.53% Add +44.7% 3,088,405 $300.0M
Sand Hill Global Advisors, LLC 9.87% Add +4.3% 3,020,430 $293.4M
Susquehanna International Group, LLP 0.36% Add +11.2% 2,866,734 $278.4M
Mackenzie Financial Corp. 0.29% Add +15.0% 2,526,610 $245.4M
Northwestern Mutual Wealth Management Co. 0.15% Reduce -1.7% 2,456,329 $238.6M
Hackensack Meridian Health, Inc. 21.84% Reduce -2.4% 2,382,932 $231.5M
Badgley Phelps Wealth Managers, LLC 4.37% Reduce -0.1% 2,258,978 $219.4M
Barclays PLC 0.08% Add +339.0% 2,221,094 $215.7M
Citigroup Inc. 0.14% Add +1205.7% 2,185,639 $212.3M
Creative Planning 0.14% Add +0.9% 2,087,353 $202.7M
Regions Financial Corp. 1.31% Reduce -0.8% 2,076,718 $201.7M
Corient Private Wealth LP 0.28% Reduce -13.0% 2,027,202 $196.1M
Cullen/Frost Bankers, Inc. 2.22% Add +3.2% 2,013,223 $195.5M
Hirtle & Co., LLC 7.57% Reduce -0.4% 1,999,325 $194.2M
Prudential Financial Inc. 0.23% Reduce -8.9% 1,955,533 $189.9M
CIBC Bancorp USA Inc. 0.24% — 1,834,677 $177.9M
BNP Paribas Financial Markets 0.11% Reduce -5.2% 1,758,252 $170.8M
Cetera Investment Advisers 0.18% Reduce -6.9% 1,752,066 $170.2M
Cerity Partners LLC 0.23% Add +4.3% 1,682,792 $163.5M
HighTower Advisors, LLC 0.17% Add +1.0% 1,668,203 $162.0M
Mercer Global Advisors Inc. 0.23% Add +11.6% 1,632,778 $158.6M
Bank of Nova Scotia 0.28% Add +161.4% 1,618,956 $157.2M
M&T Bank Corp 0.51% Reduce -1.5% 1,601,856 $155.6M
Focus Partners Wealth 0.17% Add +2.7% 1,588,694 $154.3M
Keybank National Association 0.56% Reduce -1.0% 1,569,421 $152.4M
Financial Engines Advisors L.L.C. 0.31% Reduce -5.8% 1,549,749 $150.5M
Stifel Financial Corp. 0.14% Reduce -1.3% 1,513,803 $147.0M
Baird Financial Group, Inc. 0.23% Add +7.4% 1,511,924 $146.9M
Osaic Holdings, Inc. 0.21% Add +4.4% 1,503,725 $146.1M
State Board of Administration of Florida Retirement System 0.27% Add +18.3% 1,482,012 $143.9M
Tiaa-Cref Individual & Institutional Services, LLC 0.53% — 1,409,494 $136.9M
Capital International Investors 0.03% Reduce -28.8% 1,399,310 $131.6M
Captrust Financial Advisors 0.22% Add +1.4% 1,316,911 $127.9M
Arvest Bank Trust Division 6.87% Reduce -2.5% 1,300,889 $126.4M
Bailard, Inc. 2.85% Add +0.2% 1,275,057 $123.8M
Prosperity Consulting Group, LLC 4.81% Add +11.8% 1,113,071 $108.1M
CIBC Asset Management Inc 0.26% Add +2.3% 1,090,631 $105.9M
Absolute Gestao de Investimentos Ltda. 11.54% Add +50.3% 1,040,000 $101.0M
Commonwealth Equity Services, LLC 0.14% Reduce -5.3% 1,005,167 $97.6M
Brown Advisory Inc. 0.16% Add +7.8% 1,001,755 $97.3M
WoodTrust Financial Corp 12.45% Reduce -7.7% 992,287 $96.4M
Pathstone Holdings, LLC 0.37% Add +4.5% 969,116 $94.1M
Blair William & Co. 0.27% Add +3.4% 958,805 $93.1M
Bokf, NA 1.37% Reduce -0.7% 919,102 $89.3M
Glenmede Trust Co. NA 0.43% Add +1.2% 907,706 $88.2M
Becker Capital Management Inc. 2.56% Add +9.2% 897,368 $87.2M
Commerce Bank 0.42% Add +146.9% 896,196 $87.0M
Linscomb Wealth, Inc. 3.79% Reduce -10.5% 875,729 $85.1M
Mondrian Investment Partners LTD 1.27% Add +5.2% 874,962 $85.0M
Renaissance Technologies 0.13% Add +19033.3% 861,000 $83.6M
Stock Yards Bank & Trust Co. 2.56% Add +9.8% 847,346 $82.3M
Pinnacle Financial Partners, Inc. 0.62% Reduce -6.8% 834,090 $81.0M
Annis Gardner Whiting Capital Advisors, LLC 12.26% Reduce -0.1% 788,080 $76.5M
Ensign Peak Advisors, Inc 0.14% Reduce -6.8% 778,595 $75.6M
AMG National Trust Bank 1.60% Add +7.8% 757,575 $73.6M
Hancock Whitney Corp. 1.24% Reduce -3.8% 698,183 $71.4M
Janney Montgomery Scott LLC 0.18% Add +0.7% 731,453 $71.0M
Franklin Resources Inc. 0.02% Add +1.2% 728,784 $70.8M
Mesirow Financial Investment Management, Inc. 1.14% Add +146.5% 724,150 $70.3M
Cresset Asset Management, LLC 0.30% Add +4.1% 716,372 $69.6M
Wealth Enhancement Advisory Services, LLC 0.15% Reduce -37.9% 691,834 $67.4M
Sanctuary Advisors, LLC 0.36% Add +7.2% 683,769 $66.4M
NorthRock Partners, LLC 1.07% Add +0.1% 683,676 $66.4M
MML Investors Services, LLC 0.18% Reduce -14.7% 664,234 $64.5M
Destination Wealth Management 1.66% Add +57.4% 657,616 $63.9M
Miller Investment Management, LP 6.29% Reduce -8.9% 652,026 $63.3M
Beacon Pointe Advisors, LLC 0.33% Add +40.8% 642,634 $62.4M
Confluence Wealth Services, Inc. 2.40% Add +2.5% 638,210 $62.0M
Trustmark Bank Trust Department 3.94% Add +4.1% 630,785 $61.3M
Deutsche Bank AG 0.02% Add +0.3% 615,396 $59.8M
Valeo Financial Advisors, LLC 1.42% Reduce -8.2% 609,439 $59.2M
First Horizon Corp. 2.47% Add +3.3% 608,166 $59.1M
MassMutual Private Wealth & Trust, FSB 1.61% Add +6.9% 607,222 $59.0M
BIP Wealth, LLC 2.39% Reduce -5.7% 605,879 $58.8M
Atria Investments, Inc 0.65% Add +34.1% 597,557 $58.0M
Wilmington Savings Fund Society, FSB 1.37% Add +11.7% 593,527 $57.6M
TD Private Client Wealth LLC 1.17% Add +5.3% 581,266 $56.5M
HSBC Holdings PLC 0.03% Add +60.3% 583,389 $55.7M
Accredited Investors Inc. 2.99% Reduce -5.7% 572,146 $55.6M
Prime Capital Investment Advisors, LLC 0.64% Reduce -4.0% 571,745 $55.5M
Bontempo Ohly Capital Mgmt LLC 25.01% Reduce -11.5% 570,661 $55.4M
Jane Street Group, LLC 0.06% Add +1586.3% 570,380 $55.4M
Cambridge Investment Research Advisors, Inc. 0.14% Reduce -19.9% 565,295 $54.9M
Cibc World Market Inc. 0.10% Add +8.7% 564,030 $54.8M
SCS Capital Management LLC 0.57% Reduce -5.5% 555,447 $54.0M
Wealthspire Advisors, LLC 0.42% Add +1.4% 555,277 $53.9M
Johnson Investment Counsel Inc. 0.43% Add +1.2% 548,940 $53.3M
Principal Financial Group Inc. 0.03% Reduce -1.4% 546,266 $53.1M
Modera Wealth Management, LLC 0.62% Reduce -1.3% 533,450 $51.8M
SG Americas Securities, LLC 0.06% Reduce -67.1% 527,893 $51.3M
Fiducient Advisors LLC 6.64% Reduce -0.1% 522,865 $50.8M
Savant Capital, LLC 0.24% Reduce -6.8% 516,567 $50.2M
NewEdge Wealth, LLC 0.60% Reduce -5.8% 515,417 $50.1M
BTC Capital Management, Inc. 3.37% Add +3.1% 512,370 $49.8M
Clearstead Advisors, LLC 0.45% Reduce -2.2% 511,505 $49.7M
Choreo, LLC 0.61% Reduce -0.7% 511,239 $49.7M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.29% Add +237.7% 509,707 $49.5M
Alliancebernstein L.P. 0.02% Reduce -61.9% 512,464 $49.2M
Fiera Capital Corp 0.17% Reduce -2.0% 505,139 $49.1M
MetLife Investment Management, LLC 0.25% Add +133.0% 504,000 $49.0M
Board of Trustees of The Leland Stanford Junior University 5.76% New 503,627 $48.9M
First National Bank of Omaha 1.51% Add +1.6% 517,259 $48.8M
1ST Source Bank 2.51% Add +7.8% 501,245 $48.7M
Wit, LLC 0.90% No change 491,177 $47.7M
IFG Advisors, LLC 7.78% Add +1.7% 489,271 $47.5M
LBMC Investment Advisors, LLC 2.89% Reduce -0.3% 488,440 $47.4M
Citizens Financial Group Inc. 0.64% Add +1.3% 473,456 $46.0M
Allspring Global Investments Holdings, LLC 0.08% Reduce -7.5% 464,659 $45.8M
Aristotle Capital Management, LLC 0.10% Reduce -22.6% 467,080 $45.4M
Nisa Investment Advisors, LLC 0.16% No change 459,150 $44.6M
HT Partners LLC 13.25% Reduce -1.1% 450,488 $43.8M
Ieq Capital, LLC 0.20% Add +4.3% 443,524 $43.1M
Greenleaf Trust 0.41% Reduce -0.6% 425,162 $41.3M
Kayne Anderson Rudnick Investment Management LLC 0.12% Add +28.0% 424,110 $41.1M
Redwood Investment Management, LLC 5.10% Reduce -10.2% 422,551 $41.0M
OMERS ADMINISTRATION Corp 0.26% No change 420,175 $40.8M
Thrivent Financial for Lutherans 0.08% Reduce -10.8% 419,173 $40.3M
MainStreet Investment Advisors LLC 6.05% Reduce -2.1% 413,831 $40.2M
MAI Capital Management 0.23% Add +2.9% 409,966 $39.8M
Grant Street Asset Management, Inc. 7.52% Add +3.5% 401,835 $39.0M
First Pacific Financial 5.02% Add +34.0% 401,684 $39.0M
Coastline Trust Co 3.83% Add +6.5% 397,592 $38.6M
Keel Point, LLC 2.57% Add +2.0% 395,567 $38.4M
Strategic Wealth Partners, Ltd. 2.66% Add +4.2% 394,363 $38.3M
Ballentine Partners, LLC 0.53% Reduce -0.5% 392,402 $38.1M
DT Investment Partners, LLC 3.11% No change 385,275 $37.4M
Concurrent Investment Advisors, LLC 0.41% Reduce -8.0% 381,980 $37.1M
Curi Capital, LLC 0.66% Add +3.2% 380,408 $36.9M
Ryan Investment Management, Inc. 20.41% Add +3.5% 373,704 $36.3M
Paulson Wealth Management Inc. 8.44% Add +1.4% 370,610 $36.0M
First Commonwealth Financial Corp 5.72% Add +10.6% 370,432 $36.0M
Kestra Advisory Services, LLC 0.14% Add +44.6% 367,781 $35.7M
Moneta Group Investment Advisors LLC 0.27% Reduce -2.5% 366,270 $35.6M
Unique Wealth, LLC 4.81% Add +2.4% 358,309 $34.8M
Dynasty Wealth Management, LLC 0.30% Add +13.7% 354,980 $34.5M
Composition Wealth, LLC 0.47% Reduce -9.2% 353,753 $34.4M
StoneX Group Inc. 1.79% Reduce -1.5% 343,233 $33.3M
Laird Norton Wetherby Trust Company, LLC 0.69% Reduce -3.2% 327,293 $31.8M
Brewster Financial Planning LLC 19.22% Add +1.6% 327,140 $31.8M
Painted Porch Advisors LLC 15.16% Reduce -44.8% 327,117 $31.8M
Retirement Systems of Alabama 0.11% No change 325,864 $31.7M
New Harbor Financial Group, LLC 5.74% Add +4.5% 325,451 $31.6M
Valmark Advisers, Inc. 0.37% Reduce -61.1% 319,388 $31.0M
AQR Capital Management 0.01% Add +1.3% 318,696 $31.0M
Lido Advisors, LLC 0.12% Add +7.3% 313,279 $30.4M
Oasis Advisors, LLC 5.98% New 5,970,460 $30.4M
Verger Capital Management LLC 8.77% No change 306,248 $29.7M
Jasper Ridge Partners, L.P. 0.66% No change 304,801 $29.6M
Pittenger & Anderson Inc. 1.16% Add +6.9% 301,296 $29.3M
Waverly Advisors, LLC 0.22% Add +5.9% 298,779 $29.0M
Courier Capital LLC 1.62% Add +1.9% 297,885 $28.9M
Summit Trail Advisors, LLC 0.41% Reduce -6.2% 297,759 $28.9M
Allie Family Office LLC 12.56% Add +8.1% 296,575 $28.8M
HB Wealth Management, LLC 0.18% Add +11.8% 293,508 $28.5M
Colton Groome Financial Advisors, LLC 8.09% Add +5.3% 292,556 $28.4M
Arbor Investment Advisors, LLC 3.64% Reduce -0.7% 287,731 $27.9M
Stairway Partners, LLC 1.45% Reduce -0.1% 287,573 $27.9M
Vestor Capital, LLC 2.01% Add +2301.1% 286,597 $27.8M
Greenfield FTC, Inc. 5.30% No change 286,330 $27.8M
71 West Capital Partners 1.21% Add +16.3% 283,481 $27.5M
Latigo Investments, LLC 13.48% No change 278,590 $27.1M
Manufacturers Life Insurance Company, The 0.02% Add +21.4% 277,678 $27.0M
LMCG Investments, LLC 1.60% Add +44.3% 277,345 $26.9M
&partners 0.13% Add +2.5% 275,517 $26.8M
Oppenheimer Asset Management Inc. 0.30% Reduce -0.6% 274,578 $26.7M
Tanglewood Wealth Management, Inc. 2.21% Reduce -3.0% 274,240 $26.6M
D.A. Davidson & Co. 0.16% Reduce -2.7% 272,971 $26.5M
Stephens Inc. 0.33% Add +13.6% 271,209 $26.3M
Pinkerton Wealth, LLC 2.38% Add +9.3% 272,879 $26.2M
EP Wealth Advisors, LLC 0.13% Reduce -3.8% 266,554 $25.9M
Idaho Trust Co 8.38% Add +5.5% 265,465 $25.8M
Brown Brothers Harriman & Co. 0.14% Add +32.1% 263,344 $25.6M
Silvercrest Asset Management Group LLC 0.18% Add +4.4% 263,252 $25.6M
Jain Global LLC 0.34% Add +96.0% 260,781 $25.3M
Arrien Investments, Inc. 13.66% Reduce -0.9% 259,409 $25.2M
Red Cedar Investment Management, LLC 2.59% No change 257,175 $25.0M
Cornerstone Management, Inc. 3.94% Add +3.2% 254,679 $24.7M
Clear Creek Financial Management, LLC 1.88% Reduce -20.3% 252,096 $24.5M
Orion Porfolio Solutions, LLC 0.21% Reduce -3.4% 250,840 $24.4M
Prosperity Planning, Inc. 8.74% Add +3.4% 249,670 $24.3M
Napier Financial, LLC 5.56% Add +0.6% 249,668 $24.3M
Verdence Capital Advisors LLC 1.41% Reduce -1.2% 249,625 $24.2M
Fluent Financial, LLC 8.76% Add +3.5% 232,829 $23.9M
Geneos Wealth Management Inc. 0.55% Add +16.3% 245,840 $23.9M
Flputnam Investment Management Co. 0.35% Add +0.1% 241,410 $23.4M
Quest Investment Management LLC 2.73% Reduce -0.0% 240,523 $23.4M
Bleakley Financial Group, LLC 0.36% Add +2.7% 239,853 $23.3M
Brighton Jones LLC 0.51% Reduce -1.2% 237,322 $23.1M
Cambiar Investors LLC 1.07% Add +15.0% 237,040 $23.0M
Tandem Wealth Advisors LLC 10.18% Add +3.0% 235,056 $22.8M
Portland Global Advisors LLC 2.42% Reduce -2.3% 233,458 $22.7M
Toronto Dominion Bank 0.04% Add +648.2% 239,698 $22.6M
Steward Partners Investment Advisory, LLC 0.11% Add +2.3% 229,843 $22.3M
DRW Securities, LLC 1.22% New 229,424 $22.3M
Parallel Advisors, LLC 0.40% Add +0.6% 228,021 $22.1M
National Philanthropic Trust 0.23% Add +11.1% 225,293 $21.9M
Cape Ann Savings Bank 10.99% Add +0.9% 225,137 $21.9M
Oppenheimer & Co. Inc. 0.27% Add +7.2% 224,382 $21.8M
Midwest Trust Co 0.27% Add +0.2% 219,048 $21.3M
Fiduciary Trust Co 0.25% Add +0.3% 216,731 $21.1M
Equitable Holdings, Inc. 0.13% Add +11.4% 442,789 $20.9M
Royal Fund Management, LLC 2.00% Add +45.1% 214,639 $20.8M
Salomon & Ludwin, LLC 1.85% Reduce -6.8% 211,726 $20.7M
State of Wyoming 2.45% Reduce -42.2% 212,406 $20.6M
Private Advisor Group, LLC 0.10% Add +3.7% 211,711 $20.6M
Financial & Tax Architects, LLC 4.55% Reduce -3.0% 210,197 $20.4M
Savvy Advisors, Inc. 0.54% Add +393.8% 206,100 $20.0M
Venturi Wealth Management, LLC 0.89% Add +12.7% 203,642 $19.8M
Jump Financial, LLC 0.32% Add +593.1% 200,451 $19.5M
Wealth Advisory Solutions, LLC 4.31% Add +32.2% 198,969 $19.3M
Taikang Asset Management (Hong Kong) Co Ltd 1.92% No change 198,844 $19.3M
Strategies Wealth Advisors, LLC 1.93% Reduce -5.3% 198,053 $19.2M
Jefferies Financial Group Inc. 0.24% Add +1638.7% 197,726 $19.2M
Aries Wealth Management 4.20% Add +11.3% 196,663 $19.1M
State Street Corp. 0.00% New 193,408 $18.8M
Yousif Capital Management, LLC 0.22% Add +79.8% 193,282 $18.8M
Drucker Wealth 3.0, LLC 3.27% Add +0.1% 192,930 $18.7M
Cwm, LLC 0.05% Add +3.4% 191,586 $18.6M
Eq LLC 5.22% Add +36.9% 190,917 $18.5M
Scotia Capital Inc. 0.08% Add +3.3% 189,533 $18.4M
Arrowstreet Capital, Limited Partnership 0.01% Add +58.8% 188,648 $18.3M
Constellation Investments, Inc. 0.61% No change 188,431 $18.3M
Fifth Third Wealth Advisors LLC 0.62% Add +0.7% 188,310 $18.3M
SteelPeak Wealth, LLC 0.57% Add +31.5% 187,780 $18.2M
OpenArc Corporate Advisory, LLC 0.26% Add +7.4% 185,618 $18.0M
Hantz Financial Services, Inc. 0.27% Add +5.7% 184,378 $17.9M
Nuveen, LLC 0.00% Add +19.4% 183,857 $17.9M
Bartlett & Co. Wealth Management LLC 0.23% Add +1.3% 177,019 $17.8M
Lepercq De Neuflize Asset Management LLC 12.94% Reduce -60.7% 183,230 $17.8M
Hilltop National Bank 4.23% Add +11.8% 183,136 $17.8M
Heartwood Wealth Advisors LLC 1.54% Reduce -6.6% 181,547 $17.6M
Calamos Wealth Management LLC 0.61% Add +9.5% 181,127 $17.6M
Calamos Advisors LLC 0.09% New 181,127 $17.6M
Acadian Asset Management LLC 0.02% Add +25.1% 180,615 $17.5M
Ethos Financial Group, LLC 1.28% Add +7.0% 185,393 $17.4M
Evercore Wealth Management, LLC 0.27% Reduce -0.7% 179,232 $17.4M
Bradley Foster & Sargent Inc. 0.27% Add +32.3% 175,958 $17.1M
Pitti Group Wealth Management, LLC 13.84% Add +0.7% 175,562 $17.1M
Quent Capital, LLC 1.20% Reduce -0.4% 173,691 $16.9M
Fort Point Capital Partners LLC 2.20% Reduce -3.5% 173,018 $16.8M
Ted Buchan & Co 6.10% Reduce -0.3% 172,884 $16.8M
ODonnell Financial Services, LLC 5.74% Add +1.9% 171,903 $16.7M
Allworth Financial LP 0.07% Reduce -1.3% 171,622 $16.7M
IHT Wealth Management, LLC 0.39% Add +11.9% 171,559 $16.7M
Csenge Advisory Group 0.76% Add +25.4% 171,130 $16.6M
Mather Group, Llc. 0.16% Add +2.8% 169,471 $16.5M
Canandaigua National Corp. 1.47% — 168,702 $16.4M
Whittier Trust Co. 0.18% Reduce -0.4% 164,072 $16.2M
Oxford Financial Group, LTD. LLC 0.86% Add +4.2% 164,531 $16.0M
IFP Advisors, Inc 0.33% Add +7.0% 163,831 $15.9M
Federated Hermes, Inc. 0.03% Add +5.1% 163,800 $15.9M
iA Global Asset Management Inc. 0.23% Reduce -7.0% 163,767 $15.9M
MCF Advisors LLC 0.69% Add +15.7% 163,097 $15.8M
AAFMAA Wealth Management & Trust LLC 6.14% Add +0.2% 163,047 $15.8M
Patton Fund Management, Inc. 2.69% Reduce -3.5% 163,040 $15.8M
Corundum Group, Inc. 5.27% Add +4.5% 162,461 $15.8M
Hills Bank & Trust Co 0.76% Add +0.9% 161,982 $15.7M
Parkside Financial Bank & Trust 1.20% Add +1.6% 160,317 $15.6M
Bryn Mawr Trust Advisors, LLC 0.75% Add +118.6% 159,967 $15.5M
Anb Bank 6.28% Add +2.4% 159,795 $15.5M
Walleye Trading LLC 0.32% New 159,642 $15.5M
QRG Capital Management, Inc. 0.16% Add +9.9% 159,568 $15.5M
UMB Bank, n.a. 0.22% Add +0.8% 158,981 $15.4M
Martin & Co. Inc. 2.58% Add +1.9% 155,811 $15.1M
Emerald Investment Advisers, LLC 1.35% — 154,263 $15.0M
TCTC Holdings, LLC 0.42% Add +5.3% 153,750 $14.9M
Integrity Alliance, Llc. 0.56% Reduce -18.6% 151,624 $14.7M
Antonelli Financial Advisors, LLC 10.15% Add +14.8% 151,215 $14.7M
Waters Parkerson & Co., LLC 0.75% Add +6.8% 150,321 $14.6M
Capstone Investment Advisors, LLC 0.16% New 149,910 $14.6M
Rakuten Investment Management, Inc. 0.03% Add +100.0% 155,888 $14.5M
HMS Capital Management, LLC 5.61% Reduce -22.2% 149,200 $14.5M
Whittier Trust Co. of Nevada Inc. 0.30% Reduce -0.3% 146,409 $14.4M
Diversified Management Inc. 2.47% Add +2.8% 148,100 $14.4M
Waterway Wealth Management, LLC 3.17% Reduce -28.7% 147,714 $14.3M
Dimension Capital Management LLC 2.02% Add +25.1% 147,640 $14.3M
Avidian Wealth Enterprises, LLC 0.45% Add +138.7% 146,875 $14.3M
Rwa Wealth Partners, LLC 0.16% Add +1.0% 146,424 $14.2M
Perigon Wealth Management, LLC 0.26% Add +1.2% 146,203 $14.2M
Millennium Management 0.01% Reduce -44.2% 146,150 $14.2M
Diversified Trust Co. 0.26% Reduce -1.9% 145,992 $14.2M
EverSource Wealth Advisors, LLC 0.43% Reduce -5.2% 145,421 $14.1M
Shulman DeMeo Asset Management LLC 2.99% Reduce -1.7% 144,941 $14.1M
Volterra Technologies LP 9.94% New 143,893 $14.0M
RVW Wealth, LLC 1.08% Reduce -0.5% 142,111 $13.8M
Avity Investment Management Inc. 1.00% Add +13.2% 141,875 $13.8M
Brickley Wealth Management 2.35% Reduce -0.4% 140,863 $13.7M
LWM Advisors Inc. 11.85% Reduce -1.2% 140,670 $13.7M
Wesbanco Bank Inc. 0.37% Add +5.4% 139,303 $13.5M
Advisory Services Network, LLC 0.18% Add +10.4% 139,233 $13.5M
Noble Family Wealth, LLC 2.79% Reduce -0.0% 139,167 $13.5M
Fidelis Capital Partners, LLC 0.96% Add +10.2% 138,232 $13.4M
Presper Financial Architects, LLC 7.97% Reduce -17.5% 138,089 $13.4M
GLOBALT Investments LLC / GA 0.48% Add +2.9% 137,745 $13.4M
Harvest Investment Advisors, LLC 7.41% Add +1.5% 137,092 $13.3M
Vanguard National Trust Co 0.84% — 137,069 $13.3M
Sterling Group Wealth Management, LLC 6.28% Add +4.1% 136,729 $13.3M
Gotham Asset Management 0.04% Add +52.5% 135,795 $13.2M
Baker Avenue Asset Management, LP 0.30% Add +0.6% 135,645 $13.2M
Chesley Taft & Associates LLC 0.55% Reduce -0.3% 135,426 $13.2M
Washington Trust Bank 0.96% Add +253.6% 134,321 $13.0M
NewEdge Advisors, LLC 0.05% Add +7.0% 133,724 $13.0M
Darwin Wealth Management, LLC 4.04% Reduce -15.1% 133,679 $13.0M
LGL Partners, LLC 5.17% Add +6.3% 129,297 $12.6M
Amarillo National Bank 2.21% Add +2.8% 128,810 $12.5M
Independence Bank of Kentucky 1.58% Add +5.1% 128,670 $12.5M
Spire Wealth Management 0.43% Reduce -3.5% 128,374 $12.5M
OFS Enterprise LLC 3.66% — 128,251 $12.5M
Thornburg Investment Management Inc. 0.13% Add +91.1% 128,249 $12.5M
Little House Capital LLC 3.21% Add +31.5% 127,987 $12.4M
AdvisorNet Financial, Inc 0.64% Add +14.7% 127,762 $12.4M
Mycio Wealth Partners, LLC 2.46% No change 127,084 $12.3M
Gray Private Wealth, LLC 6.20% Add +2.8% 126,952 $12.3M
Bluespring Wealth Management, LLC 1.06% Reduce -3.2% 126,156 $12.3M
STRS Ohio 0.05% Reduce -18.3% 125,958 $12.2M
Ironwood Investment Management LLC 5.08% Add +3.5% 125,547 $12.2M
St. Louis Trust Co 1.42% No change 125,157 $12.2M
Park Avenue Securities LLC 0.09% Reduce -4.1% 124,326 $12.1M
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 2.83% Reduce -0.5% 124,058 $12.0M
Corepath Wealth Partners LLC 8.11% Reduce -2.2% 117,637 $12.0M
TD Waterhouse Canada Inc. 0.04% Add +162.7% 121,668 $12.0M
Precedent Wealth Partners, LLC 2.39% Add +1.7% 122,767 $11.9M
Mill Creek Capital Advisors, LLC 0.24% Add +0.2% 122,662 $11.9M
Wealthcare Advisory Partners LLC 0.23% Add +0.2% 122,575 $11.9M
Torrey-Payne Wealth Management, LLC 10.84% Add +6.0% 121,727 $11.8M
Nepc LLC 0.23% Add +0.2% 121,382 $11.8M
American Alpha Advisors, LLC 6.79% Add +0.7% 119,645 $11.6M
Coldstream Capital Management Inc. 0.14% Reduce -0.8% 119,018 $11.6M
United Capital Financial Advisors, LLC 0.07% Add +0.7% 119,323 $11.6M
Crestwood Advisors Group, LLC 0.19% Reduce -1.7% 118,559 $11.5M
Aua Capital Management, LLC 5.85% Add +3.2% 117,793 $11.4M
Quantinno Capital Management LP 0.02% Add +6.2% 116,408 $11.3M
Metropolitan Life Insurance Co 3.44% No change 116,347 $11.3M
Canton Hathaway, LLC 2.27% No change 115,649 $11.2M
Legal & General Group Plc 0.00% Add +107.4% 114,400 $11.1M
Mechanics Financial Corp 4.65% Reduce -1.4% 114,352 $11.1M
Heritage Investors Management Corp. 0.34% Add +0.8% 113,732 $11.0M
Checchi Capital Advisers, LLC 0.75% Reduce -2.0% 113,000 $11.0M
Arkadios Wealth Advisors 0.18% Add +3.0% 112,924 $11.0M
Private Wealth Asset Management, LLC 1.17% Add +0.2% 112,684 $10.9M
Freestone Capital Holdings, LLC 0.33% Reduce -10.4% 112,561 $10.9M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +326.8% 111,972 $10.9M
WASHINGTON TRUST Co 0.37% Reduce -0.6% 111,418 $10.8M
Gateway Investment Advisers LLC 0.12% Reduce -1.6% 111,223 $10.8M
Simmons Bank 0.72% Reduce -1.8% 110,845 $10.8M
Victory Capital Management Inc. 0.01% New 110,484 $10.7M
Federation des caisses Desjardins du Quebec 0.04% Add +9.9% 109,916 $10.7M
Arbor Trust Wealth Advisors, LLC 4.67% Add +2.4% 109,552 $10.6M
Titleist Asset Management, LLC 0.80% Add +3.1% 109,286 $10.6M
Hoge Financial Services, LLC 5.67% Reduce -5.7% 109,083 $10.6M
Caisse de depot et placement du Quebec 0.02% New 108,784 $10.6M
Conning Inc. 0.37% Reduce -12.4% 108,490 $10.5M
Capital Analysts, LLC 0.27% Add +12.1% 107,621 $10.5M
Redhawk Wealth Advisors, Inc. 1.15% Add +4744.9% 107,267 $10.4M
Sage Financial Management Group, Inc. 3.20% Reduce -0.2% 107,174 $10.4M
Venture Visionary Partners LLC 0.34% Reduce -0.4% 106,200 $10.3M
Ascent Group, LLC 0.36% Reduce -0.6% 105,902 $10.3M
Alamar Capital Management, LLC 6.25% Add +3.9% 105,306 $10.2M
One Capital Management, LLC 0.28% Reduce -4.1% 105,248 $10.2M
Madden Advisory Services, Inc. 4.01% Reduce -0.1% 104,785 $10.2M
Okabena Investment Services Inc. 1.96% Add +2.6% 104,696 $10.2M
Fulton Bank, N.A. 0.36% Add +0.3% 104,049 $10.1M
Nixon Peabody Trust Co. 0.80% Add +0.2% 103,328 $10.0M
Financial Enhancement Group LLC 1.24% Reduce -10.1% 95,694 $10.0M
Elevation Point Wealth Partners, LLC 0.24% Add +100.9% 102,375 $9.9M
Sincerus Advisory, LLC 7.49% Add +2.5% 101,703 $9.9M
Citizens Business Bank 1.61% Reduce -2.9% 101,440 $9.9M
Parisi Gray Wealth Management 2.34% Add +60.9% 101,249 $9.8M
Grove Bank & Trust 1.11% Add +1.3% 101,183 $9.8M
Farther Finance Advisors, LLC 0.09% Reduce -41.2% 99,013 $9.8M
Summit Financial, LLC 0.12% Add +1.9% 100,462 $9.8M
Granby Capital Management, LLC 5.57% Reduce -6.5% 100,000 $9.7M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.27% Add +0.0% 99,309 $9.6M
Arvest Investments, Inc. 1.31% Reduce -3.5% 98,828 $9.6M
Midwest Professional Planners, LTD. 2.26% Add +58.0% 98,593 $9.6M
Horizon Bancorp Inc. 4.59% Reduce -1.9% 98,147 $9.5M
Procyon Advisors, LLC 0.47% Reduce -2.0% 97,970 $9.5M
Pure Financial Advisors, LLC 0.14% Reduce -1.7% 97,939 $9.5M
Arcadia Investment Advisors LLC 4.48% Add +0.4% 97,731 $9.5M
First Financial Bank - Trust Division 0.76% Reduce -2.4% 97,564 $9.5M
Orin Green Financial, LLC 3.87% Reduce -0.9% 97,021 $9.4M
Provenance Wealth Advisors, LLC 0.99% Add +0.4% 96,467 $9.4M
Constant Guidance Financial LLC 6.41% New 95,400 $9.3M
Chicago Partners Investment Group LLC 0.21% Add +5.9% 90,673 $9.2M
WCM Investment Management, LLC 0.02% Reduce -93.6% 98,215 $9.2M
Avior Wealth Management, LLC 0.26% Add +199.8% 94,519 $9.2M
BOK Financial Private Wealth, Inc. 0.55% Reduce -1.8% 94,405 $9.2M
Atlantic Union Bankshares Corp 0.17% Add +0.3% 93,707 $9.1M
Capital Advantage, Inc. 1.18% Reduce -2.1% 93,309 $9.1M
Robertson Stephens Wealth Management, LLC 0.25% Add +3.2% 93,130 $9.0M
Lodestar Private Asset Management LLC 0.89% Add +1.0% 92,909 $9.0M
United Community Bank 3.01% Reduce -3.9% 92,893 $9.0M
Financial Advisors Network, Inc. 1.25% Reduce -3.1% 92,841 $9.0M
Callan Family Office, LLC 0.20% Add +1.8% 91,999 $8.9M
Prism Advisors, Inc. 2.38% Reduce -1.8% 91,865 $8.9M
2UniFi Bank 4.31% Reduce -0.3% 91,559 $8.9M
Great Valley Advisor Group, Inc. 0.16% Add +9.5% 91,451 $8.9M
Blankinship & Foster, LLC 1.95% Reduce -0.7% 91,005 $8.8M
Allstate Corp. 0.09% New 90,528 $8.8M
Nicolet Bankshares Inc. 0.32% Add +41.3% 90,277 $8.8M
Tolleson Wealth Management, Inc. 1.28% Reduce -2.5% 90,406 $8.8M
Summit Wealth & Retirement Planning, Inc. 2.08% Reduce -8.1% 89,928 $8.7M
Central Bank & Trust Co. 1.37% Reduce -7.4% 89,859 $8.7M
HRT Financial LP 0.02% New 89,824 $8.7M
URS Advisory LLC 6.37% Add +12.7% 89,704 $8.7M
4Thought Financial Group Inc. 4.29% Reduce -0.3% 89,262 $8.7M
Prospera Financial Services Inc 0.14% Add +27.3% 88,915 $8.6M
Whitegate Investment Counselors, Inc. 2.74% Reduce -1.2% 88,743 $8.6M
Citadel Advisors 0.01% Reduce -87.1% 88,309 $8.6M
Kestra Private Wealth Services, LLC 0.10% Add +39.1% 87,479 $8.5M
Old National Bancorp 0.14% Add +2.7% 87,455 $8.5M
CreativeOne Wealth, LLC 0.20% Reduce -5.9% 87,439 $8.5M
Capital Wealth Planning, LLC 0.05% Add +4.0% 86,558 $8.4M
Summit Asset Management, LLC 1.17% Add +0.4% 86,515 $8.4M
Ashton Thomas Private Wealth, LLC 0.20% Reduce -13.0% 86,458 $8.4M
First National Trust Co 0.29% Add +2.9% 86,339 $8.4M
Murphy, Middleton, Hinkle & Parker, Inc. 3.88% New 86,108 $8.4M
Aspiriant, LLC 0.24% Add +2.4% 85,649 $8.3M
Weaver Capital Management LLC 1.80% Add +29.4% 85,460 $8.3M
Crewe Advisors LLC 0.70% Reduce -0.1% 84,977 $8.3M
Connors Investor Services Inc. 0.76% Add +2.5% 84,435 $8.2M
Ironwood Financial, llc 1.43% Reduce -0.1% 84,415 $8.2M
Brio Consultants, LLC 1.00% Add +0.7% 79,889 $8.2M
Sequoia Financial Advisors, LLC 0.05% Reduce -1.3% 83,435 $8.1M
Level Four Advisory Services, LLC 0.26% Reduce -32.4% 82,690 $8.0M
Heritage Family Offices, LLP 3.56% Reduce -23.6% 82,654 $8.0M
Centaurus Financial, Inc. 0.38% Add +54.7% 82,282 $8.0M
Croban 3.75% Add +4.3% 82,165 $8.0M
Ellis Investment Partners, LLC 1.38% Add +3.1% 81,846 $7.9M
Credit Agricole S A 0.03% Reduce -20.7% 81,816 $7.9M
City Holding Co. 0.99% Add +0.6% 81,747 $7.9M
Integrated Wealth Concepts LLC 0.06% Add +189.6% 81,177 $7.9M
Webster Bank, N. A. 0.75% Add +36.7% 81,044 $7.9M
Birch Hill Investment Advisors LLC 0.35% Add +3.5% 81,018 $7.9M
First Western Trust Bank 0.39% Add +16.6% 80,265 $7.8M
Capula Management Ltd 0.07% New 79,930 $7.8M
Foundation Wealth Management, LLC\PA 2.73% Reduce -1.3% 79,663 $7.7M
Bolthouse Investments, LLC 6.96% Add +0.5% 79,321 $7.7M
Common Fund for Nonprofit Organizations 0.74% Reduce -73.0% 79,001 $7.7M
Patten & Patten Inc. 0.46% Add +24.1% 78,908 $7.7M
Allen Mooney & Barnes Investment Advisors LLC 1.10% Reduce -0.8% 78,811 $7.7M
Lazard Asset Management LLC 0.01% Reduce -70.3% 78,313 $7.6M
Resolute Advisors LLC 3.15% Reduce -18.4% 78,295 $7.6M
Harbor Investment Advisory, LLC 0.60% Reduce -0.1% 77,932 $7.6M
NBT Bank, N.A. 0.49% Add +0.7% 77,539 $7.5M
First Financial Bankshares Inc 0.15% Add +2.3% 77,525 $7.5M
First Citizens Financial Corp 3.51% Reduce -3.4% 76,640 $7.4M
New England Private Wealth Advisors LLC 0.86% No change 76,552 $7.4M
First Hawaiian Bank 1.03% Reduce -17.3% 75,858 $7.4M
North Dallas Bank & Trust Co. 4.97% Add +7.2% 75,656 $7.3M
LCM Capital Management Inc 3.68% Reduce -0.7% 75,596 $7.3M
IMA Advisory Services, Inc. 0.72% No change 75,585 $7.3M
Klingenstein Fields & Co. LP 0.29% Add +13.3% 75,570 $7.3M
Ausdal Financial Partners, Inc. 0.33% Add +603.7% 75,363 $7.3M
Cooke Wealth Management, LLC 6.48% Reduce -2.9% 75,342 $7.3M
Forvis Mazars Wealth Advisors, LLC 0.14% Reduce -3.1% 75,174 $7.3M
Maryland State Retirement & Pension System 0.15% Reduce -26.9% 74,874 $7.3M
Baron Financial Group, LLC 3.92% Reduce -0.6% 74,781 $7.3M
Chesapeake Wealth Management 2.22% Reduce -1.5% 74,484 $7.2M
All Terrain Financial Advisors, LLC 2.24% Add +7.7% 73,898 $7.2M
Sax Wealth Advisors, LLC 0.35% No change 74,671 $7.2M
Pinnacle Wealth Planning Services, Inc. 0.74% Reduce -4.7% 73,682 $7.2M
Argent Trust Co 0.24% Reduce -0.6% 72,919 $7.1M
Peapack Gladstone Financial Corp. 0.09% Reduce -1.1% 72,731 $7.1M
Sepio Capital, LP 0.38% Add +1.7% 72,617 $7.1M
James Investment Research, Inc. 0.79% Add +1.7% 72,592 $7.1M
Cardiff Park Advisors, LLC 0.56% No change 72,263 $7.0M
Sun Life Financial Inc. 0.40% Add +0.1% 72,248 $7.0M
Powell Investment Advisors, LLC 2.38% Reduce -0.6% 70,949 $6.9M
Partners Capital Investment Group, LLP 0.26% Reduce -40.8% 70,524 $6.8M
GAMCO Investors 0.07% Add +39.8% 70,254 $6.8M
Chevy Chase Trust Holdings, LLC 0.02% Reduce -10.6% 70,125 $6.8M
Caerus Investment Advisors, LLC 2.87% Reduce -2.2% 69,979 $6.8M
Angeles Wealth Management, LLC 0.37% Add +0.2% 69,683 $6.8M
ERn Financial, LLC 1.27% Reduce -6.3% 69,363 $6.7M
Compound Planning, Inc. 0.21% Reduce -2.3% 69,270 $6.7M
Fund Evaluation Group, LLC 0.21% Reduce -1.3% 70,132 $6.7M
Cary Street Partners Financial LLC 0.17% Add +7.7% 69,172 $6.7M
Sterling Capital Management LLC 0.13% Add +209.3% 69,096 $6.7M
Pinnacle Family Advisors, LLC 3.15% Reduce -30.8% 69,035 $6.7M
Huntington National Bank 0.05% New 68,974 $6.7M
GreatBanc Trust CO 4.68% No change 68,800 $6.7M
Rhumbline Advisers 0.01% Reduce -33.0% 68,049 $6.6M
SVB Wealth LLC 0.43% Reduce -0.8% 67,426 $6.5M
Delta Financial Advisors LLC 1.70% No change 67,348 $6.5M
Sowell Financial Services LLC 0.24% Reduce -5.3% 67,311 $6.5M
Amara Financial, Llc. 4.46% Add +18.4% 66,574 $6.5M
Connecticut Wealth Management, LLC 0.27% Add +6.1% 66,185 $6.4M
Matthew Goff Investment Advisor, LLC 1.07% New 67,582 $6.4M
Paragon Capital Management Ltd 1.34% No change 65,414 $6.4M
LBJ Family Wealth Advisors, Ltd. 3.71% No change 67,226 $6.3M
Pathway Financial Advisors LLC 0.78% No change 64,356 $6.3M
Macroview Investment Management LLC 4.36% Add +0.2% 64,324 $6.2M
World Investment Advisors 0.10% Reduce -1.5% 63,733 $6.2M
Cedar Mountain Advisors, LLC 1.21% Add +1.2% 63,682 $6.2M
RMR Wealth Builders 0.48% Add +2.8% 63,303 $6.1M
Parkway Wealth Management Group, LLC 0.78% Reduce -16.6% 60,282 $6.1M
Genesis Financial Group, LLC 4.12% Add +0.6% 63,195 $6.1M
Aaron Wealth Advisors LLC 0.35% Reduce -0.3% 63,106 $6.1M
Hilltop Holdings Inc. 0.55% Add +2.0% 62,523 $6.1M
Smith & Howard Wealth Management, LLC 1.31% Add +15.0% 63,285 $6.1M
Richard W. Paul & Associates, LLC 2.04% Reduce -0.4% 62,361 $6.1M
Vestmark Advisory Solutions, Inc. 0.07% Reduce -21.0% 62,234 $6.0M
Foster & Motley Inc. 0.31% Reduce -2.5% 62,175 $6.0M
DAVENPORT & Co LLC 0.03% Reduce -47.4% 62,148 $6.0M
Endowment Wealth Management, Inc. 2.65% Add +3.1% 61,645 $6.0M
Sei Investments Co. 0.01% Reduce -3.5% 61,517 $6.0M
Snowden Capital Advisors LLC 0.16% Add +3.3% 61,291 $6.0M
Providence First Trust Co 2.09% Reduce -0.4% 61,111 $5.9M
Schneider Downs Wealth Management Advisors, LP 0.65% Reduce -0.3% 61,020 $5.9M
Healthcare of Ontario Pension Plan Trust Fund 0.01% Reduce -59.6% 61,000 $5.9M
Panagora Asset Management Inc. 0.02% Add +230.1% 60,943 $5.9M
Envestnet Portfolio Solutions, Inc. 0.03% Reduce -59.1% 60,934 $5.9M
O'shaughnessy Asset Management, LLC 0.03% Add +18.0% 60,574 $5.9M
Meridian Wealth Management, LLC 0.21% Add +10.0% 59,947 $5.8M
Gerber Kawasaki Wealth & Investment Management 0.18% Add +13.5% 59,420 $5.8M
Arcataur Capital Management LLC 1.61% Reduce -3.7% 59,396 $5.8M
Dynamic Wealth Strategies, LLC 3.34% Reduce -1.6% 59,372 $5.8M
Paladin Partners, LLC 4.16% Add +1.2% 59,332 $5.8M
Mission Wealth Management, LP 0.12% Add +5.3% 59,319 $5.8M
Ramsay, Stattman, Vela & Price, Inc. 1.13% Reduce -0.2% 58,983 $5.7M
Cornerstone Advisors Asset Management, LLC 0.88% No change 58,843 $5.7M
Pinnacle Bancorp, Inc. 1.69% Add +0.1% 58,839 $5.7M
Massachusetts Financial Services Co. 0.00% Add +474.5% 58,690 $5.7M
Mullaney, Keating & Wright, Inc. 3.08% Add +0.6% 58,443 $5.7M
Moller Wealth Partners 1.11% Add +0.3% 57,979 $5.6M
Apollon Wealth Management, LLC 0.09% Add +1.4% 57,744 $5.6M
Flower City Capital 2.80% Reduce -1.2% 57,567 $5.6M
New Republic Capital, LLC 1.88% Add +40.8% 57,561 $5.6M
Burke & Herbert Bank & Trust Co. 1.54% Reduce -0.0% 57,536 $5.6M
Omega Advisors (Leon Cooperman) 0.18% No change 57,453 $5.6M
Gould Asset Management LLC 0.96% Add +14.0% 57,125 $5.5M
Krane Financial Solutions LLC 3.77% — 57,085 $5.5M
Agf Management Ltd. 0.02% Add +12.1% 56,651 $5.5M
First Foundation Advisors 0.22% Add +0.3% 56,368 $5.5M
Grey Fox Wealth Advisors, LLC 1.06% Add +4.1% 56,288 $5.5M
CFS Investment Advisory Services, LLC 0.37% Reduce -2.9% 52,087 $5.4M
BSW Wealth Partners 0.66% Reduce -4.0% 55,587 $5.4M
ABLE Financial Group, LLC 1.06% Reduce -1.4% 55,565 $5.4M
Halbert Hargrove Global Advisors, LLC 0.26% Reduce -87.3% 55,185 $5.4M
Western Wealth Management, LLC 0.20% Add +8.3% 55,168 $5.4M
Cascade Financial Partners, LLC 0.55% Add +12.3% 55,099 $5.4M
Harbour Trust & Investment Management Co 0.57% Add +0.1% 54,968 $5.3M
Gryphon Financial Partners LLC 0.56% Add +3.5% 54,902 $5.3M
Johnson Financial Group, Inc. 0.19% Reduce -10.6% 54,300 $5.3M
Catalyst Financial Partners LLC 0.62% No change 54,099 $5.3M
Thompson Siegel & Walmsley LLC 0.09% Add +0.9% 53,961 $5.2M
Compass Financial Group, Inc. (Ohio) 3.82% Add +16.7% 53,754 $5.2M
Choate Investment Advisors 0.10% Add +9.0% 53,681 $5.2M
Independent Advisor Alliance 0.06% Add +235.7% 53,565 $5.2M
Phillips Financial Management, LLC 0.38% Reduce -26.3% 53,531 $5.2M
Visionary Wealth Advisors 0.23% Add +0.8% 53,259 $5.2M
Gemmer Asset Management LLC 0.41% Add +0.6% 53,173 $5.2M
Crescent Grove Advisors, LLC 0.51% Add +0.3% 53,111 $5.2M
Ibex Wealth Advisors 0.48% Add +2.6% 52,955 $5.1M
Glen Eagle Advisors, LLC 0.72% Reduce -37.5% 52,691 $5.1M
Ferguson Wellman Capital Management, Inc. 0.07% New 52,653 $5.1M
Capital Advisors, Ltd. LLC 0.58% Add +7.8% 52,595 $5.1M
NTV Asset Management LLC 0.56% Add +9.5% 52,469 $5.1M
McKinley Carter Wealth Services, Inc. 0.29% Reduce -25.1% 52,202 $5.1M
Solstein Capital, LLC 2.08% Reduce -3.3% 52,181 $5.1M
First Citizens Bank & Trust Co. 0.11% Reduce -11.6% 51,931 $5.0M
Santori & Peters, Inc. 1.55% Add +0.1% 51,409 $5.0M
Aptus Capital Advisors, LLC 0.04% Add +5.3% 51,363 $5.0M
Nexus Investment Management ULC 0.70% Add +41.8% 51,250 $5.0M
Fi3 FINANCIAL ADVISORS, LLC 1.43% Reduce -9.5% 51,138 $5.0M
JFS Wealth Advisors, LLC 0.27% Add +4.9% 50,563 $4.9M
DeepCurrents Investment Group LLC 13.30% New 50,000 $4.9M
Select Asset Management & Trust 1.49% Reduce -54.7% 49,166 $4.8M
Summit Financial Strategies, Inc. 0.37% Reduce -8.5% 48,891 $4.7M
Tarbox Family Office, Inc. 0.77% Reduce -0.8% 48,883 $4.7M
Penobscot Investment Management Company, Inc. 0.37% Add +5.3% 48,702 $4.7M
Arax Advisory Partners 0.13% Add +152.0% 48,516 $4.7M
Alesco Advisors, LLC, An ESL Co 0.12% Reduce -1.2% 48,427 $4.7M
National Bank of Canada 0.00% Add +10.7% 48,097 $4.7M
FFT Wealth Management LLC 0.85% Reduce -7.6% 48,268 $4.7M
Fragasso Financial Advisors Inc 0.28% Reduce -0.3% 47,532 $4.7M
Texas Bank & Trust Co 1.73% Add +4.0% 47,542 $4.6M
Leverty Financial Group, LLC 1.02% Reduce -0.7% 47,407 $4.6M
Atlas Legacy Advisors, LLC 0.84% Add +13.6% 47,281 $4.6M
Cim Investment Management Inc. 1.23% Reduce -0.6% 47,269 $4.6M
Hudson Edge Investment Partners Inc. 0.67% New 47,196 $4.6M
NewSquare Capital LLC 0.40% Reduce -1.6% 47,164 $4.6M
Rothschild Investment LLC 0.24% Add +4.1% 46,919 $4.6M
Audent Global Asset Management, LLC 4.53% Reduce -39.7% 46,726 $4.5M
Atlantic Edge Private Wealth Management, LLC 1.12% Reduce -3.0% 46,719 $4.5M
Commonwealth Financial Services, LLC 0.71% Reduce -9.4% 46,502 $4.5M
Founders Grove Wealth Partners, LLC 1.03% Reduce -3.1% 46,481 $4.5M
Navigation Group, LLC 1.05% — 46,251 $4.5M
OneDigital Investment Advisors LLC 0.04% Add +5.9% 46,112 $4.5M
Independent Financial Group, LLC 0.10% Reduce -22.9% 45,766 $4.4M
Basecamp Wealth Advisors LLC 0.92% No change 45,549 $4.4M
NYL Investors LLC 1.66% No change 45,239 $4.4M
Farmers & Merchants Investments Inc. 0.12% Reduce -0.1% 45,237 $4.4M
Fsa Wealth Partners, Inc. 2.07% Add +12.1% 44,757 $4.3M
Dorsey & Whitney Trust CO LLC 0.24% Reduce -1.8% 44,715 $4.3M
Quadrant Capital Group LLC 0.13% Add +83.1% 44,610 $4.3M
Waddell & Associates, LLC 0.24% Reduce -0.6% 44,449 $4.3M
Tempo Wealth, LLC 0.75% Add +12.3% 44,160 $4.3M
Balefire, LLC 0.81% Reduce -1.4% 44,126 $4.3M
Mosaic Family Wealth Partners, LLC 0.44% Add +1.1% 44,104 $4.3M
Asset Management Group, Inc. 0.69% Reduce -0.0% 43,944 $4.3M
Pettyjohn, Wood & White, Inc. 0.68% Add +3.1% 43,849 $4.3M
JMG Financial Group, Ltd. 0.12% Reduce -0.3% 43,676 $4.2M
Pinnacle Associates Ltd. 0.05% Add +6.1% 43,501 $4.2M
Glass Jacobson Investment Advisors llc 1.45% Reduce -2.6% 43,390 $4.2M
Nvwm, LLC 0.94% Add +21.6% 43,311 $4.2M
Gerald Baker Financial Group LLC 1.32% — 43,014 $4.2M
Credit Industriel Et Commercial 0.73% Add +1057.6% 42,843 $4.2M
Principal Securities, Inc. 0.06% Add +98.5% 42,762 $4.2M
Dumont & Blake Investment Advisors LLC 1.04% Reduce -5.2% 42,662 $4.1M
Azimuth Capital Investment Management LLC 0.16% Add +0.7% 42,633 $4.1M
Foundations Investment Advisors, LLC 0.05% Reduce -12.3% 42,499 $4.1M
First Interstate Bank 0.23% Add +51.7% 42,130 $4.1M
NWF Advisory Services Inc. 0.46% Add +10.0% 42,037 $4.1M
Belpointe Asset Management LLC 0.15% Reduce -13.6% 42,028 $4.1M
Sterling Investment Advisors LLC 1.96% Reduce -0.9% 41,999 $4.1M
Texas Capital Bank Wealth Management Services Inc 0.24% Reduce -0.2% 41,915 $4.1M
Thrive Wealth Management, LLC 0.61% Add +5.0% 41,819 $4.1M
Investment Partners, LTD. 1.44% Reduce -0.1% 41,681 $4.0M
Sheets Smith Wealth Management 0.45% Add +2.4% 41,200 $4.0M
True Link Financial Advisors, LLC 0.25% Add +2.8% 40,984 $4.0M
Argos Wealth Advisors, LLC 1.14% No change 40,884 $4.0M
Sigma Investment Counselors Inc. 0.21% Reduce -13.3% 40,875 $4.0M
Acropolis Investment Management, LLC 0.18% Reduce -5.5% 40,798 $4.0M
Modern Wealth Management, LLC 0.07% Reduce -90.0% 40,135 $4.0M
XML Financial, LLC 0.32% Reduce -0.8% 40,663 $3.9M
Staley Capital Advisers Inc. 0.17% No change 40,500 $3.9M
Bridgewater Advisors Inc. 0.23% Reduce -2.0% 37,857 $3.9M
Ridge Creek Global, Inc 3.33% Add +1.3% 40,365 $3.9M
Gambit Capital Management, LLC 2.81% Add +53.1% 40,294 $3.9M
Rehmann Capital Advisory Group 0.20% Reduce -2.0% 40,183 $3.9M
Curbstone Financial Management Corp 0.74% No change 39,833 $3.9M
Legacy Trust 0.74% Add +0.7% 39,772 $3.9M
Allen Investment Management, LLC 0.05% No change 39,387 $3.8M
PFW Advisors LLC 1.20% Reduce -0.0% 39,328 $3.8M
Northern Lights Advisors, Inc. 2.57% Add +0.8% 39,084 $3.8M
Mgo One Seven LLC 0.08% Reduce -42.6% 38,601 $3.7M
Laurel Wealth Advisors LLC 0.37% Reduce -1.4% 35,967 $3.7M
Kingsview Wealth Management, LLC 0.05% Add +19.1% 38,397 $3.7M
Tiaa Trust, National Association 0.22% Reduce -95.8% 38,099 $3.7M
Eclectic Associates Inc. 0.49% Add +148.4% 37,925 $3.7M
Perennial Investment Advisors, LLC 0.29% Add +2.2% 37,907 $3.7M
Richwood Investment Advisors, LLC 2.84% Add +2.3% 37,893 $3.7M
Hengehold Capital Management LLC 0.32% Reduce -3.3% 37,887 $3.7M
Ewing Morris & Co. Investment Partners Ltd. 1.66% New 37,878 $3.7M
Beutel, Goodman & Co Ltd. 0.02% Reduce -4.7% 37,794 $3.7M
Wealth Analytics Partners, LLC 1.49% Reduce -0.8% 37,763 $3.7M
Causeway Capital Management LLC 0.04% Reduce -54.5% 37,761 $3.7M
McAdam, LLC 0.16% Reduce -2.7% 37,535 $3.6M
Dynamic Advisor Solutions LLC 0.11% Add +4.6% 37,516 $3.6M
Krilogy Financial LLC 0.12% Add +3.0% 35,211 $3.6M
Rainier Family Wealth Inc. 2.41% Add +14.4% 37,035 $3.6M
Palisade Asset Management, LLC 0.36% No change 36,882 $3.6M
First Bancorp, Inc 1.77% Add +105.3% 36,747 $3.6M
Pettinga Financial Advisors LLC 0.67% Reduce -2.1% 36,734 $3.6M
VectorGlobal IAG, Inc. 0.92% — 36,506 $3.5M
Nwam LLC 0.20% Reduce -2.3% 36,278 $3.5M
Breakthru Advisory Services, LLC 5.65% No change 36,260 $3.5M
Fort Washington Investment Advisors Inc. 0.02% Add +17.1% 36,212 $3.5M
Ashford Advisors, LLC 0.82% No change 36,207 $3.5M
Defined Wealth Management, LLC 2.05% Reduce -1.3% 36,114 $3.5M
Coordinated Financial Services, Inc. 2.04% Add +1.7% 36,021 $3.5M
Warwick Investment Management, Inc. 0.50% Reduce -5.4% 35,841 $3.5M
First Nebraska Trust Co 0.32% Add +4.3% 35,812 $3.5M
Greenfield Savings Bank 1.48% Add +7.3% 35,795 $3.5M
Rockland Trust Co. 0.14% Add +2.2% 35,707 $3.5M
Fifth Third Securities, Inc. 0.22% Add +72.0% 35,430 $3.4M
Innova Wealth Partners 1.64% Add +110.0% 35,421 $3.4M
Graves Light Lenhart Wealth, Inc. 0.36% Reduce -0.9% 35,196 $3.4M
Brian Low Financial Group, LLC 2.32% Add +7.2% 35,093 $3.4M
Simon Quick Advisors, LLC 0.16% Add +35.9% 35,062 $3.4M
Strategy Asset Managers LLC 0.56% Add +1.3% 34,830 $3.4M
RiverFront Investment Group, LLC 0.05% Reduce -2.6% 34,663 $3.4M
Evanson Asset Management, LLC 0.18% No change 34,637 $3.4M
U.S. Capital Wealth Advisors, LLC 0.08% Add +2.5% 34,568 $3.4M
Merit Financial Group, LLC 0.02% Add +6.1% 34,488 $3.3M
1834 Investment Advisors Co. 0.42% Reduce -2.8% 34,400 $3.3M
Morton Brown Family Wealth, LLC 0.87% Reduce -0.3% 33,726 $3.3M
Orgel Wealth Management, LLC 0.07% Reduce -2.3% 33,637 $3.3M
McLean Asset Management Corp 0.57% Reduce -5.0% 33,590 $3.3M
McCarter Private Wealth Services LLC 1.41% Reduce -1.9% 33,501 $3.3M
VestGen Advisors, LLC 0.09% Add +38.7% 31,542 $3.3M
Roble, Belko & Company, Inc 0.41% Reduce -3.4% 33,479 $3.3M
First Heartland Consultants, Inc. 0.25% Reduce -58.5% 33,444 $3.2M
FAS Wealth Partners, Inc. 0.20% Reduce -5.0% 33,428 $3.2M
Retirement Income Solutions, Inc. 0.55% Add +5.0% 33,414 $3.2M
LTG Capital LLC 2.48% Reduce -0.2% 33,365 $3.2M
Connor, Clark & Lunn Investment Management Ltd. 0.01% No change 33,278 $3.2M
Counterweight Ventures, LLC 1.81% Add +22.7% 33,261 $3.2M
Seaview Investment Managers LLC 1.16% Add +0.4% 33,232 $3.2M
Chilton Investment Co. Inc. 0.08% Add +351.1% 33,091 $3.2M
Nicholas Hoffman & Company, LLC. 0.07% No change 33,005 $3.2M
Carnegie Investment Counsel 0.06% Add +22.1% 32,900 $3.2M
Private Wealth Advisors, LLC 0.89% Add +6.4% 32,716 $3.2M
EFG International AG 0.07% Reduce -4.2% 32,708 $3.2M
J. Safra Sarasin Holding AG 0.05% Reduce -0.9% 32,840 $3.2M
Advyzon Investment Management, LLC 0.28% Reduce -0.0% 32,586 $3.2M
Etesian Wealth Advisors, Inc. 1.01% Add +0.1% 32,572 $3.2M
Salus Financial Advisors, LLC 1.84% Add +0.6% 32,519 $3.2M
PW Nova Financial Services LLC 0.86% Add +0.1% 32,460 $3.2M
Flagstar Securities, Inc. 1.14% Reduce -20.3% 32,454 $3.2M
South Plains Financial, Inc. 1.83% Add +1.1% 32,353 $3.1M
SouthState Bank Corp 0.15% Add +10.0% 32,269 $3.1M
Westshore Wealth, LLC 1.10% Add +2.7% 32,253 $3.1M
Boltwood Capital Management 0.79% Reduce -0.1% 32,052 $3.1M
CMG Global Holdings, LLC 1.48% Reduce -0.6% 32,047 $3.1M
American Financial Advisors, LLC 0.42% Reduce -1.4% 32,034 $3.1M
Neuberger Berman Group LLC 0.00% Reduce -51.4% 31,981 $3.1M
Pointe Capital Management LLC 1.54% Add +1.8% 31,980 $3.1M
Montis Financial, LLC 0.64% Reduce -5.2% 31,762 $3.1M
Urban Financial Advisory Corp 1.09% Add +9.6% 31,694 $3.1M
Probity Advisors, Inc. 0.49% Reduce -4.0% 31,685 $3.1M
HBK Sorce Advisory LLC 0.06% Reduce -3.6% 29,447 $3.1M
Assetmark, Inc. 0.01% Reduce -5.7% 31,463 $3.1M
MPS Loria Financial Planners, LLC 0.81% Reduce -5.4% 31,453 $3.1M
Peoples Financial Services Corp. 1.44% Add +3.5% 31,308 $3.0M
White Pine Capital LLC 0.83% Add +2.0% 31,281 $3.0M
Arete Wealth Advisors, LLC 0.23% Add +0.2% 31,256 $3.0M
Klingman & Associates, LLC 0.15% Add +1.8% 31,103 $3.0M
Joel Isaacson & Co., LLC 0.10% Add +7.0% 31,006 $3.0M
Private Advisory Group LLC 0.21% New 30,897 $3.0M
GC Wealth Management RIA, LLC 0.12% Reduce -2.3% 30,890 $3.0M
Hillman Capital Management, Inc. 2.08% Add +8.0% 30,854 $3.0M
Neumann Capital Management, LLC 0.88% Reduce -0.8% 30,660 $3.0M
Cliftonlarsonallen Wealth Advisors, LLC 0.04% Add +6.5% 30,602 $3.0M
Eastern Bank 0.05% Add +10.8% 30,530 $3.0M
William Howard & Co Financial Advisors Inc 2.56% Reduce -0.2% 30,524 $3.0M
Storen Legacy Partners, LLC 0.93% Reduce -92.9% 30,492 $3.0M
Appleton Partners Inc. 0.21% Reduce -0.5% 30,339 $2.9M
Evoke Wealth, LLC 0.05% Add +4.5% 30,312 $2.9M
Capital Group Private Client Services, Inc. 0.05% Reduce -28.6% 30,286 $2.9M
Bluedoor Private Wealth, LLC 1.36% Add +2.5% 30,255 $2.9M
Elyxium Wealth, LLC 0.94% Reduce -1.7% 30,159 $2.9M
SlateStone Wealth, LLC 0.24% Reduce -13.9% 29,825 $2.9M
Elevatus Welath Management 1.52% Reduce -79.3% 29,806 $2.9M
Daymark Wealth Partners, LLC 0.09% Reduce -0.4% 29,654 $2.9M
Mutual Advisors, LLC 0.06% Reduce -16.4% 29,565 $2.9M
DV Trading LLC 0.26% Reduce -28.4% 29,562 $2.9M
Financial Synergies Wealth Advisors, Inc. 0.27% Reduce -0.6% 29,511 $2.9M
ASL Financial, LLC 2.28% Add +0.7% 29,440 $2.9M
TSG Advice Partners, LLC 0.42% Add +1.0% 29,188 $2.8M
Bar Harbor Wealth Management 0.17% Add +0.7% 29,184 $2.8M
Trust Co. of Toledo NA 0.27% Add +3.5% 29,039 $2.8M
Atticus Wealth Management, LLC 0.76% Add +22.6% 29,025 $2.8M
Private Trust Co. NA 0.25% Reduce -0.4% 29,017 $2.8M
Farmers Trust Co. 0.44% Reduce -5.5% 28,980 $2.8M
Inman Jager Wealth Management, LLC 1.64% Reduce -2.1% 28,973 $2.8M
Johnson & White Wealth Management, LLC 1.19% Reduce -3.9% 28,964 $2.8M
Matrix Private Capital Group LLC 1.36% Add +0.2% 28,950 $2.8M
Ehrenkranz Partners L.P. 2.22% No change 28,918 $2.8M
Central Pacific Bank - Trust Division 0.37% Reduce -11.4% 28,857 $2.8M
HFG Advisors, Inc. 1.97% Add +2.8% 28,765 $2.8M
Evergreen Capital Management LLC 0.06% Add +0.6% 28,656 $2.8M
Woodstock Corp. 0.25% Reduce -0.3% 28,580 $2.8M
Lanark Financial, Inc. 0.21% Add +2.2% 28,531 $2.8M
Morris Financial Concepts, Inc. 0.94% Reduce -5.7% 28,505 $2.8M
Rialto Wealth Management, LLC 0.62% Reduce -0.6% 28,487 $2.8M
Cumberland Partners Ltd 0.21% Add +14.3% 28,467 $2.8M
Community Bank, N.A. 0.33% No change 28,454 $2.8M
Copia Wealth Management 1.90% Reduce -18.6% 28,444 $2.8M
WBH Advisory Inc. 0.21% Reduce -1.8% 27,999 $2.8M
Stratos Wealth Partners, LTD. 0.03% Reduce -80.4% 28,386 $2.8M
GFS Advisors, LLC 0.18% Add +524.4% 82,420 $2.8M
Canandaigua National Trust Co of Florida 2.20% Reduce -13.7% 28,172 $2.7M
Steph & Co. 0.78% Add +21.4% 28,080 $2.7M
Serenity Investment Advisors 1.27% Add +0.9% 26,162 $2.7M
GS Investments, Inc. 1.56% Reduce -0.1% 27,983 $2.7M
Trek Financial, LLC 0.14% Reduce -0.7% 27,940 $2.7M
Marquette Asset Management, LLC 0.41% No change 27,862 $2.7M
TIAA Wealth Investment Management LLC 0.02% — 28,678 $2.7M
1832 Asset Management L.P. 0.00% Add +5.4% 27,565 $2.7M
Y-Intercept (Hong Kong) Ltd 0.05% New 27,502 $2.7M
Genus Capital Management Inc. 0.30% Reduce -43.1% 27,389 $2.7M
Apella Capital, LLC 0.04% Add +38.4% 25,413 $2.7M
CX Institutional 0.08% Add +1.3% 27,256 $2.6M
Larson Financial Group LLC 0.08% Reduce -2.1% 27,182 $2.6M
CSS LLC 0.41% No change 27,020 $2.6M
Signet Private Wealth LLC 2.49% Add +9.0% 26,871 $2.6M
Bedel Financial Consulting, Inc. 0.30% Add +0.8% 26,857 $2.6M
Atlas Brown,Inc. 0.78% Add +0.8% 26,811 $2.6M
Tobias Financial Advisors, Inc. 0.36% Reduce -7.1% 26,719 $2.6M
Columbia Bank 0.74% Reduce -2.3% 26,686 $2.6M
BLB&B Advisors, LLC 0.11% Reduce -0.1% 26,682 $2.6M
Sachem Hill LLC 0.50% No change 26,660 $2.6M
Focus Financial Network, Inc. 0.09% Add +0.1% 26,634 $2.6M
Hubbell Strickland Wealth Management, LLC 1.03% Add +6.9% 26,620 $2.6M
Welch & Forbes LLC 0.03% Reduce -2.2% 26,572 $2.6M
Montecito Bank & Trust 0.42% Reduce -1.8% 26,566 $2.6M
West Michigan Advisors, LLC 0.56% Add +14.0% 26,444 $2.6M
CM Wealth Advisors LLC 0.54% Add +19.1% 26,197 $2.5M
Congress Asset Management Co. 0.02% Reduce -1.3% 26,075 $2.5M
Intrua Financial, LLC 0.27% Add +2.0% 26,044 $2.5M
Flagship Wealth Advisors, LLC 1.09% Reduce -15.0% 28,276 $2.5M
Quotient Wealth Partners, LLC 0.07% Reduce -0.5% 26,012 $2.5M
Beirne Wealth Consulting Services, LLC 0.71% Add +38.9% 25,945 $2.5M
Goelzer Investment Management, Inc. 0.12% Add +27.0% 25,940 $2.5M
Naples Global Advisors, LLC 0.18% No change 25,820 $2.5M
Associated Banc-Corp 0.07% Reduce -0.0% 25,810 $2.5M
J. R. Prunier Capital Management LLC 1.06% Reduce -0.3% 25,680 $2.5M
Arcadia Investment Management Corp. 0.43% Reduce -0.8% 25,628 $2.5M
Maple Capital Management, Inc. 0.17% Add +0.8% 25,581 $2.5M
Brookstone Capital Management 0.03% Add +26.4% 25,577 $2.5M
Viewpoint Capital Management LLC 1.15% Add +5.7% 25,408 $2.5M
Gallacher Capital Management LLC 0.94% Add +21.7% 25,349 $2.5M
Lavaca Capital LLC 0.46% No change 25,300 $2.5M
Smithbridge Asset Management Inc. 0.36% New 25,290 $2.5M
Glenview Trust Co 0.04% Add +3.3% 25,290 $2.5M
Tudor Financial Inc. 1.25% Add +1.1% 25,231 $2.5M
Fisher Asset Management 0.00% Reduce -22.5% 25,172 $2.4M
Virtue Asset Management LLC 1.99% Add +1.9% 25,113 $2.4M
Annandale Capital, LLC 0.40% Reduce -1.8% 25,113 $2.4M
Westmount Partners, LLC 0.60% Reduce -0.0% 25,057 $2.4M
GM Advisory Group, LLC 0.09% Reduce -5.7% 25,049 $2.4M
Boyd Watterson Asset Management LLC 0.75% No change 25,045 $2.4M
GEM Asset Management, LLC 1.07% No change 24,974 $2.4M
KG Capital Management 1.74% Reduce -4.0% 24,928 $2.4M
Squarepoint Ops LLC 0.01% Reduce -97.7% 24,824 $2.4M
Eukles Asset Management 1.07% Add +16.8% 24,748 $2.4M
United Bank 0.31% Add +21.3% 24,730 $2.4M
B&D White Capital Company, LLC 0.30% No change 24,691 $2.4M
Lexington Hill Partners, LLC 1.36% Reduce -0.1% 24,687 $2.4M
LOM Asset Management Ltd 0.69% Reduce -0.3% 24,670 $2.4M
Childress Capital Advisors, LLC 0.43% Reduce -5.3% 24,662 $2.4M
Horizons Wealth Management 1.59% Add +9.9% 24,617 $2.4M
Bank of Hawaii 0.13% Reduce -0.4% 24,601 $2.4M
Harbor Advisory Corp. 0.72% No change 24,593 $2.4M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.04% Add +1.9% 24,411 $2.4M
Alpha Advisors, LLC 1.87% No change 24,352 $2.4M
Country Trust Bank 0.04% Reduce -0.1% 24,284 $2.4M
First Financial Corp. 0.93% Reduce -3.1% 24,276 $2.4M
Topsail Wealth Management, LLC 0.35% Add +0.4% 24,254 $2.4M
DF Dent & Co. Inc. 0.04% Add +1.2% 24,137 $2.3M
Shoker Investment Counsel, Inc. 0.69% No change 24,070 $2.3M
Blue Trust, Inc. 0.03% Add +9.9% 24,037 $2.3M
CANADA LIFE ASSURANCE Co 0.00% Reduce -69.3% 23,897 $2.3M
Florida Trust Wealth Management Co 0.07% Add +6.7% 23,972 $2.3M
Motco 0.21% Reduce -2.7% 23,732 $2.3M
SOA Wealth Advisors, LLC. 0.43% Add +48.7% 23,704 $2.3M
Embree Financial Group 0.27% Reduce -0.2% 23,646 $2.3M
B. Riley Wealth Advisors, Inc. 0.15% Reduce -5.4% 24,408 $2.3M
Live Oak Private Wealth LLC 0.32% No change 23,598 $2.3M
Denver PWM, LLC 0.78% Reduce -12.3% 21,914 $2.3M
Retirement Planning Group, LLC 0.07% Reduce -11.7% 23,262 $2.3M
Second Line Capital, LLC 0.43% Add +8.7% 22,031 $2.3M
Prosperity Bancshares Inc 1.81% No change 23,200 $2.3M
Efficient Advisors, LLC 0.16% Reduce -9.8% 23,165 $2.2M
Douglass Winthrop Advisors, LLC 0.04% Reduce -10.5% 23,147 $2.2M
HighPoint Advisor Group LLC 0.09% Reduce -8.1% 23,140 $2.2M
Integrated Advisors Network LLC 0.12% Reduce -75.9% 23,039 $2.2M
Global Assets Advisory, LLC 0.64% New 34,277 $2.2M
RiverGlades Family Offices LLC 1.30% — 22,761 $2.2M
Berkshire Asset Management LLC 0.09% Add +1.1% 22,756 $2.2M
Farmers & Merchants Trust Co of Chambersburg PA 0.60% Add +30.7% 22,700 $2.2M
Wedbush Securities Inc. 0.06% Add +1.1% 22,702 $2.2M
SkyView Investment Advisors, LLC 0.29% No change 22,553 $2.2M
Optas, LLC 0.33% No change 22,540 $2.2M
James J. Burns & Company, LLC 0.30% Reduce -0.0% 22,539 $2.2M
1015 Capital Partners, LLC 2.12% No change 22,493 $2.2M
Brightwater Advisory LLC 1.44% No change 22,417 $2.2M
Waldron Private Wealth LLC 0.08% No change 22,238 $2.2M
Bank of New Hampshire 0.49% No change 22,189 $2.2M
Fairway Wealth LLC 0.57% Reduce -1.3% 22,182 $2.2M
Regal Investment Advisors LLC 0.12% Add +6.7% 22,126 $2.1M
Lighthouse Financial LLC 1.29% Reduce -7.5% 22,085 $2.1M
Busey Bank 0.06% Reduce -0.3% 22,041 $2.1M
Vise Technologies, Inc. 0.04% No change 22,221 $2.1M
Sagespring Wealth Partners, LLC 0.04% Add +4.4% 21,841 $2.1M
Resonant Capital Advisors, LLC 0.11% Reduce -1.4% 21,767 $2.1M
Americana Partners, LLC 0.05% No change 21,746 $2.1M
Hiley Hunt Wealth Management 0.93% Reduce -1.6% 21,687 $2.1M
Smith Partners Wealth Management, LLC 1.88% Reduce -9.7% 21,593 $2.1M
Fairman Group, LLC 1.79% No change 21,538 $2.1M
Sage Mountain Advisors LLC 0.15% No change 21,487 $2.1M
Davidson Trust Co. 0.90% No change 21,456 $2.1M
Wedmont Private Capital 0.07% Add +26.7% 20,368 $2.1M
Breachway Investments LLC 1.99% Add +0.3% 20,978 $2.1M
Hexagon Capital Partners LLC 0.30% Add +42.6% 21,293 $2.1M
Biltmore Family Office, LLC 0.29% Reduce -1.0% 21,276 $2.1M
Spartan Wealth Advisory Services LLC 0.18% — 21,252 $2.1M
William John Sempolinski 1.03% Add +0.1% 21,215 $2.1M
Valpey Financial Services, LLC 1.34% Reduce -2.7% 21,190 $2.1M
Newport Capital Group, LLC 1.25% Reduce -7.2% 21,164 $2.1M
Fusion Family Wealth, LLC 0.15% Add +0.0% 21,126 $2.1M
Seeds Investor LLC 0.28% New 19,755 $2.0M
Cahill Financial Advisors Inc. 0.22% Add +1.0% 21,034 $2.0M
Bank Ozk 0.72% Reduce -0.5% 20,969 $2.0M
Greenline Partners, LLC 0.22% No change 20,948 $2.0M
KFA Private Wealth Group, LLC 0.49% Add +3.6% 20,888 $2.0M
Berman McAleer LLC 0.28% Add +8.1% 20,878 $2.0M
HORAN Wealth, LLC 0.19% Add +100.0% 21,070 $2.0M
Athena Investment Management 1.05% No change 20,869 $2.0M
Smithfield Trust Co 0.09% Reduce -0.6% 20,735 $2.0M
Evermay Wealth Management LLC 0.22% Reduce -13.3% 20,613 $2.0M
Integrated Investment Consultants, LLC 0.42% Add +2.1% 20,582 $2.0M
Trinity Financial Advisors LLC 0.57% Reduce -7.8% 20,571 $2.0M
Global Strategic Investment Solutions, LLC 0.20% No change 20,486 $2.0M
Chemung Canal Trust Co. 0.40% Add +2.6% 20,407 $2.0M
State of Tennessee, Department of Treasury 0.01% New 20,397 $2.0M
GTS Securities LLC 0.07% Add +55.5% 20,297 $2.0M
Chilton Capital Management LLC 0.07% Add +1.3% 20,229 $2.0M
Anchyra Partners LLC 0.60% Add +38.4% 20,204 $2.0M
VeraBank, N.A. 0.36% No change 20,184 $2.0M
Trail Ridge Investment Advisors, LLC 0.85% No change 20,172 $2.0M
Tennessee Valley Asset Management Partners 0.26% Add +0.4% 20,004 $1.9M
MidFirst Bank 0.16% No change 19,933 $1.9M
TCI Wealth Advisors, Inc. 0.10% Reduce -5.6% 19,903 $1.9M
Ameritas Advisory Services, LLC 0.07% Reduce -3.9% 19,838 $1.9M
Curated Wealth Partners LLC 0.24% No change 19,810 $1.9M
Hall Laurie J Trustee 0.68% Reduce -9.6% 19,779 $1.9M
LFA - Lugano Financial Advisors SA 0.97% No change 19,699 $1.9M
Parsons Capital Management Inc. 0.09% Reduce -4.3% 19,609 $1.9M
Great Waters Wealth Management 0.20% Reduce -0.9% 19,349 $1.9M
Brooklyn Investment Group 0.06% Add +12.7% 19,346 $1.9M
Lyell Wealth Management, LP 0.14% Add +17.1% 19,341 $1.9M
City Center Advisors, LLC 1.73% Reduce -0.2% 19,290 $1.9M
Bonfire Financial 1.41% Add +238.6% 19,258 $1.9M
Abacus Planning Group, Inc. 0.25% Reduce -1.0% 19,244 $1.9M
Advisor OS, LLC 0.14% Reduce -32.8% 19,234 $1.9M
Veracity Capital LLC 0.67% Reduce -2.8% 19,206 $1.9M
Frank, Rimerman Advisors LLC 0.12% Reduce -1.4% 19,194 $1.9M
Pallas Capital Advisors LLC 0.07% Reduce -24.9% 19,190 $1.9M
First American Trust, FSB 0.13% Add +5.7% 19,164 $1.9M
Clear Harbor Asset Management, LLC 0.13% Add +4.5% 19,162 $1.9M
Smith, Moore & Co. 0.14% Reduce -0.0% 19,088 $1.9M
Clearbridge Investments, LLC 0.00% Reduce -75.8% 19,036 $1.8M
Twele Capital Management, Inc. 0.33% Reduce -4.9% 18,978 $1.8M
Oakwell Private Wealth Management, LLC 0.33% Add +1.4% 18,748 $1.8M
Flagship Harbor Advisors, LLC 0.08% Add +86.4% 18,745 $1.8M
Nomura Asset Management International Inc. 0.00% New 18,705 $1.8M
AlphaCore Capital LLC 0.04% Reduce -0.7% 18,692 $1.8M
Rossmore Private Capital 0.16% Add +2.0% 18,686 $1.8M
Harbour Investments, Inc. 0.03% Reduce -34.1% 18,672 $1.8M
Lee Danner & Bass Inc. 0.11% Reduce -0.3% 18,652 $1.8M
Mayflower Financial Advisors, LLC 0.22% Reduce -4.1% 18,565 $1.8M
Moors & Cabot, Inc. 0.08% Add +1.2% 18,371 $1.8M
Well Done, LLC 0.26% Add +11.8% 18,217 $1.8M
Gladstone Institutional Advisory LLC 0.07% Add +0.9% 18,202 $1.8M
Focus Partners Advisor Solutions, LLC 0.02% Reduce -9.9% 18,154 $1.8M
Factor Wealth Management LTD 0.33% Add +4.3% 18,124 $1.8M
Legacy Wealth Partners, LLC 0.44% Reduce -0.1% 18,056 $1.8M
Windsor Capital Management, LLC 0.52% Reduce -4.4% 17,954 $1.7M
BigSur Wealth Management LLC 0.49% Reduce -33.4% 17,938 $1.7M
Indiana Trust & Investment Management Co 0.53% No change 17,553 $1.7M
Hickory Point Bank & Trust 1.12% Add +9.1% 17,547 $1.7M
Blue Zone Wealth Advisors, LLC 0.35% No change 17,534 $1.7M
MTM Investment Management, LLC 0.54% Add +5.4% 17,510 $1.7M
Legacy Capital Wealth Partners, LLC 0.35% Reduce -4.2% 17,476 $1.7M
Harbour Capital Advisors, LLC 0.32% No change 16,515 $1.7M
Independence Wealth Advisors, LLC 0.90% Reduce -47.2% 17,332 $1.7M
Traynor Capital Management, Inc. 0.10% Add +25.4% 17,774 $1.7M
Davis R M Inc. 0.03% No change 17,181 $1.7M
Pennington Partners & Co., LLC 0.57% Add +56.4% 17,176 $1.7M
Genesis Wealth Advisors, LLC 1.11% Reduce -0.1% 17,174 $1.7M
Osborne Partners Capital Management, LLC 0.09% Add +0.3% 16,998 $1.7M
Leith Wheeler Investment Counsel Ltd. 0.14% Reduce -0.6% 16,991 $1.7M
Midland Wealth Advisors, LLC 0.09% Reduce -16.9% 16,973 $1.6M
Norden Group LLC 0.16% Reduce -1.5% 16,971 $1.6M
Pacific Financial Group Inc. 0.89% Add +25.1% 16,951 $1.6M
Alpine Bank Wealth Management 0.24% No change 16,892 $1.6M
Bitterroot Capital Advisors LLC 1.00% No change 16,882 $1.6M
Bahl & Gaynor LLC 0.01% Add +6.8% 16,846 $1.6M
Teachers Insurance & Annuity Association of America 2.05% No change 16,845 $1.6M
Greenwood Gearhart LLC 0.09% New 16,824 $1.6M
FDx Advisors, Inc. 0.52% Add +3.1% 16,799 $1.6M
Michels Family Financial, LLC 1.17% Add +0.5% 16,762 $1.6M
Savior LLC 5.80% Reduce -2.1% 16,745 $1.6M
Riverbridge Partners LLC 0.04% Add +0.4% 16,714 $1.6M
Cordgrass Capital Advisors, LLC 0.38% Add +56.5% 16,608 $1.6M
Narus Financial Partners, LLC 0.42% Reduce -1.9% 16,561 $1.6M
WLTH Capital Management, LLC 1.26% Reduce -4.9% 16,559 $1.6M
Zhang Financial LLC 0.06% Add +0.9% 16,549 $1.6M
Financial Discovery Group Inc. 3.75% — 16,541 $1.6M
CSM Advisors, LLC 0.04% Add +10.7% 16,500 $1.6M
RFG Advisory, LLC 0.03% Add +9.9% 16,476 $1.6M
Patriot Investment Management Group, Inc. 0.10% Add +15.4% 16,444 $1.6M
North Star Investment Management Corp. 0.10% Add +2.4% 16,412 $1.6M
Haverford Trust Co 0.01% Add +18.6% 16,403 $1.6M
Equitable Trust Co. 0.07% No change 16,380 $1.6M
First Manhattan Co. Llc. 0.00% No change 16,341 $1.6M
Hollencrest Capital Management 0.06% No change 16,334 $1.6M
Plante Moran Financial Advisors, LLC 0.10% Reduce -2.5% 16,333 $1.6M
Trust Point Inc. 0.14% Reduce -2.2% 16,230 $1.6M
ProVise Management Group, LLC 0.11% Reduce -0.6% 16,222 $1.6M
Granite Harbor Advisors, Inc. 0.68% Reduce -0.5% 16,138 $1.6M
AE Wealth Management LLC 0.01% Reduce -47.1% 16,092 $1.6M
Roman Butler Fullerton & Co. 0.43% Reduce -15.1% 15,256 $1.6M
Benjamin Edwards Inc. 0.02% Reduce -5.3% 15,945 $1.5M
SageView Advisory Group, LLC 0.06% Add +2.5% 15,862 $1.5M
Navis Wealth Advisors, LLC 0.78% Add +4.7% 15,829 $1.5M
Strategic Investment Advisors / MI 0.11% Reduce -0.7% 15,817 $1.5M
SBI Securities Co., Ltd. 0.04% Add +0.0% 15,808 $1.5M
Cambient Family Office, LLC 0.21% Add +19.9% 15,790 $1.5M
Legacy Bridge, LLC 0.58% Add +0.7% 15,749 $1.5M
Triasima Portfolio Management inc. 0.23% Reduce -6.2% 15,718 $1.5M
Wingate Wealth Advisors, Inc. 0.82% No change 15,709 $1.5M
Mairs & Power Inc. 0.02% Add +29.8% 15,702 $1.5M
Patten Group, Inc. 0.26% Add +5.8% 15,677 $1.5M
Lowe Brockenbrough & Co. Inc. 0.08% No change 15,668 $1.5M
Exencial Wealth Advisors, LLC 0.05% Add +22.0% 15,647 $1.5M
Builder Investment Group Inc. 0.33% No change 15,562 $1.5M
Firestone Capital Management 0.31% Reduce -1.5% 15,522 $1.5M
Legacy Advisors, LLC 0.18% No change 15,500 $1.5M
HighRoad Wealth Advisors, LLC 1.47% Reduce -2.4% 15,486 $1.5M
Journey Advisory Group, LLC 0.13% Add +0.4% 15,478 $1.5M
Sterling Investment Advisors, Ltd. 0.27% Add +0.1% 15,566 $1.5M
TFC Financial Management, Inc. 0.18% No change 15,344 $1.5M
PFG Investments, LLC 0.07% Add +48.9% 15,322 $1.5M
Ballast Rock Private Wealth LLC 0.82% Add +253.2% 15,289 $1.5M
Wolff Financial Management LLC 0.33% Reduce -1.5% 15,280 $1.5M
Cambridge Advisors Inc. 0.29% No change 15,182 $1.5M
TFO Wealth Partners, LLC 0.20% Add +0.1% 15,139 $1.5M
Stordahl Capital Management, Inc. 0.30% Reduce -5.8% 15,128 $1.5M
Legacy Capital Group California, Inc. 0.56% Reduce -16.7% 15,104 $1.5M
Texas Yale Capital Corp. 0.04% No change 15,075 $1.5M
Manhattan West Asset Management, LLC 0.29% Add +0.1% 15,049 $1.5M
Mainsail Asset Management, LLC 0.66% No change 15,047 $1.5M
LaSalle St. Investment Advisors, LLC 0.20% Add +3.2% 14,982 $1.5M
Franklin, Parlapiano, Turner & Welch, LLC 0.35% No change 14,369 $1.5M
Affiance Financial, LLC 0.24% No change 14,967 $1.5M
Pine Valley Investments Ltd Liability Co 0.07% Reduce -5.0% 14,960 $1.5M
Matrix Asset Advisors Inc. 0.13% Add +0.0% 14,855 $1.4M
Tompkins Financial Corp. 0.11% Reduce -2.2% 14,660 $1.4M
Henrickson Nauta Wealth Advisors, Inc. 0.40% Reduce -50.0% 14,632 $1.4M
Hudson Portfolio Management LLC 1.19% No change 14,594 $1.4M
Tortoise Investment Management, LLC 0.12% Reduce -2.6% 14,569 $1.4M
Sunburst Financial Group, LLC 0.27% Reduce -2.6% 14,549 $1.4M
Private Client Services, LLC 0.42% Add +1.6% 14,542 $1.4M
Emprise Bank 0.56% No change 14,452 $1.4M
Roehl & Yi Investment Advisors, LLC 0.53% No change 14,437 $1.4M
Cahaba Wealth Management, Inc. 0.09% Reduce -4.2% 14,310 $1.4M
Diversified Portfolios, Inc. 0.11% Add +1.3% 14,292 $1.4M
Wellspring Financial Advisors, LLC 0.10% Add +24.4% 14,251 $1.4M
Insigneo Advisory Services, LLC 0.10% Reduce -8.8% 14,193 $1.4M
Apeiron RIA LLC 0.32% Add +12.0% 14,142 $1.4M
Valued Retirements, Inc. 1.34% No change 14,071 $1.4M
Highland Capital Management, LLC 0.07% Reduce -2.2% 14,070 $1.4M
Del-Sette Capital Management, LLC 0.81% No change 14,007 $1.4M
Aspen Capital Management, LLC 0.34% No change 14,000 $1.4M
Beacon Financial Group 0.14% No change 13,994 $1.4M
Global Trust Wealth Management LLC 1.03% No change 13,980 $1.4M
Cordatus Wealth Management LLC 0.32% Add +142.2% 13,922 $1.4M
Gateway Wealth Partners, LLC 0.05% Add +425.3% 13,916 $1.4M
First Merchants Corp. 0.05% Add +1.6% 13,841 $1.3M
Sapient Capital LLC 0.02% Add +7.8% 13,823 $1.3M
Heritage Wealth Advisors 0.05% Reduce -91.7% 13,806 $1.3M
Members Trust Co 0.04% Reduce -1.2% 13,801 $1.3M
CFM Wealth Partners LLC 0.20% Add +13.7% 13,768 $1.3M
Insight Wealth Strategies, LLC 0.15% Add +5.3% 13,758 $1.3M
Red Tortoise LLC 0.56% Reduce -0.0% 13,713 $1.3M
CGN Advisors LLC 0.11% Reduce -3.3% 13,708 $1.3M
Towerpoint Wealth, LLC 0.54% Reduce -3.3% 13,689 $1.3M
Long Road Investment Counsel, LLC 0.52% Add +2.3% 13,640 $1.3M
Greenup Street Wealth Management LLC 0.18% Reduce -4.1% 13,521 $1.3M
Frederick Financial Consultants, LLC 0.65% Add +0.7% 13,432 $1.3M
Meeder Advisory Services, Inc. 0.05% Reduce -1.1% 13,414 $1.3M
Turtle Creek Wealth Advisors, LLC 0.10% No change 13,360 $1.3M
NerdWallet Wealth Partners, LLC 0.57% Reduce -1.3% 13,357 $1.3M
Victory Financial Group, LLC 0.16% Reduce -1.0% 13,315 $1.3M
Ironwood Investment Counsel, LLC 0.19% Add +1.4% 13,247 $1.3M
Sandy Cove Advisors, LLC 0.38% No change 13,213 $1.3M
Keudell/Morrison Wealth Management 0.26% Add +12.6% 13,213 $1.3M
Sunflower Bank, N.A. 0.33% No change 13,190 $1.3M
Cyndeo Wealth Partners, LLC 0.07% Add +2.1% 13,140 $1.3M
GW&K Investment Management, LLC 0.01% Add +1.3% 13,098 $1.3M
Condor Capital Management 0.11% Reduce -1.7% 13,034 $1.3M
M Holdings Securities, Inc. 0.09% Reduce -17.6% 12,392 $1.3M
Orrstown Financial Services Inc. 0.21% Reduce -1.6% 12,967 $1.3M
Chapin Davis, Inc. 0.28% Reduce -0.8% 12,903 $1.3M
Aspen Investment Management Inc 0.38% Add +1.8% 12,903 $1.3M
Certuity, LLC 0.08% Reduce -26.3% 12,839 $1.2M
Rothschild Wealth LLC 0.11% Add +1.4% 12,802 $1.2M
Strategic Global Advisors, LLC 0.20% Add +418.7% 12,750 $1.2M
Marshall Wace, LLP 0.00% Reduce -44.0% 12,729 $1.2M
NorthCoast Asset Management LLC 0.03% Reduce -0.3% 12,720 $1.2M
Palumbo Wealth Management LLC 0.30% Reduce -0.6% 12,720 $1.2M
Brandywine Oak Private Wealth LLC 0.10% Reduce -0.2% 12,686 $1.2M
Corundum Trust Company, INC 2.81% Add +2.7% 12,651 $1.2M
Park National Corp. 0.04% Add +6.8% 12,620 $1.2M
Kanawha Capital Management LLC 0.09% Add +15.6% 12,598 $1.2M
Core Wealth Advisors, Inc. 0.29% No change 12,594 $1.2M
Pitcairn Wealth Advisors LLC 0.11% No change 12,701 $1.2M
Paladin Advisory Group, LLC 0.92% No change 12,505 $1.2M
Park Capital Management, LLC / WI 1.18% Add +18.1% 12,482 $1.2M
Stratos Investment Management, LLC 0.05% Reduce -8.2% 12,480 $1.2M
Sovereign Financial Group, Inc. 0.21% Reduce -7.2% 12,479 $1.2M
PKS Advisory Services, LLC 0.28% Reduce -5.1% 12,436 $1.2M
Genesee Capital Advisors, LLC 0.51% No change 12,421 $1.2M
River Wealth Advisors LLC 0.14% Reduce -2.5% 12,401 $1.2M
Financial Management Network Inc. 0.18% Add +11.2% 11,779 $1.2M
Bank of Marin 0.88% Add +2.0% 12,363 $1.2M
Advocacy Wealth Management, LLC 0.05% No change 12,345 $1.2M
WealthShield Partners, LLC 0.13% Reduce -3.3% 12,322 $1.2M
High Net Worth Advisory Group LLC 0.28% No change 12,250 $1.2M
Ledyard National Bank 0.10% Reduce -12.8% 12,235 $1.2M
BridgePort Financial Solutions, LLC 0.33% No change 12,149 $1.2M
SeaCrest Wealth Management, LLC 0.13% Add +9.2% 12,149 $1.2M
Rebalance, LLC 0.07% No change 12,138 $1.2M
Radnor Capital Management, LLC 0.17% No change 12,100 $1.2M
Next Capital Management LLC 0.35% Add +17.6% 12,009 $1.2M
Leo Wealth, LLC 0.08% Add +0.0% 12,004 $1.2M
Virtue Capital Management, LLC 0.18% Reduce -3.5% 12,358 $1.2M
Fortis Capital Advisors, LLC 0.15% Add +1.7% 11,955 $1.2M
Ironwood Wealth Management, LLC. 0.33% Reduce -0.6% 11,946 $1.2M
Sentinel Trust Co. Lba 0.11% Reduce -2.2% 11,873 $1.2M
Clear Wave Wealth Management LLC 0.29% — 11,863 $1.2M
Baron Wealth Management LLC 0.34% No change 11,854 $1.2M
Kingswood Wealth Advisors, LLC 0.05% Add +5.0% 11,848 $1.2M
Sunbelt Securities, Inc. 0.07% Add +13.8% 11,847 $1.2M
Bright Financial Advisors, Inc. 0.53% Add +20.4% 11,814 $1.1M
LCNB Corp. 0.38% Add +4.4% 11,784 $1.1M
Sound Income Strategies, LLC 0.06% Add +7.2% 11,606 $1.1M
Northeast Investment Management 0.05% Add +0.1% 11,779 $1.1M
Missouri Trust & Investment Co 0.33% Add +26.9% 11,707 $1.1M
Eagle Global Advisors LLC 0.04% Add +1.2% 11,665 $1.1M
Tranquilli Financial Advisor LLC 0.66% Add +4.8% 11,648 $1.1M
New Age Alpha Advisors, LLC 0.05% Add +11.4% 11,645 $1.1M
One Charles Private Wealth Services, LLC 0.28% Add +0.5% 11,643 $1.1M
Eagle Rock Investment Company, LLC 0.16% Add +16.9% 11,621 $1.1M
MidAtlantic Capital Management, Inc. 0.78% No change 11,604 $1.1M
Keystone Wealth Services, LLC 0.24% Reduce -3.8% 11,545 $1.1M
Moody LYNN Lieberson & Walker, LLC 0.06% Reduce -33.9% 11,536 $1.1M
Hansen & Associates Financial Group, Inc. 0.60% Reduce -40.5% 11,409 $1.1M
Independent Wealth Network Inc. 0.33% Add +0.9% 11,480 $1.1M
Colonial Trust Co / SC 0.15% Reduce -6.7% 11,464 $1.1M
JSF Financial, LLC 0.22% Add +7.3% 11,456 $1.1M
Tocqueville Asset Management L.P. 0.02% Reduce -1.3% 11,387 $1.1M
MSH Capital Advisors LLC 0.23% Add +1.3% 11,377 $1.1M
David J Yvars Group 0.62% Reduce -2.4% 11,335 $1.1M
Koshinski Asset Management, Inc. 0.07% Reduce -10.7% 11,318 $1.1M
Studio Investment Management LLC 0.20% Add +4.9% 11,316 $1.1M
Truefg, LLC 0.29% Reduce -0.4% 11,302 $1.1M
Seven Post Investment Office LP 0.35% No change 11,268 $1.1M
MBL Wealth, LLC 0.08% Reduce -4.1% 11,265 $1.1M
WCG Wealth Advisors LLC 0.03% Reduce -56.5% 11,222 $1.1M
Wealthspire Retirement, LLC 0.07% No change 11,203 $1.1M
Partners in Financial Planning 0.18% Reduce -4.1% 11,183 $1.1M
Avantax Planning Partners, Inc. 0.03% No change 11,166 $1.1M
Montag A & Associates Inc. 0.05% Add +30.9% 11,126 $1.1M
Invesco Ltd. 0.00% Reduce -81.7% 11,089 $1.1M
Mainstay Capital Management LLC 0.08% Add +11.0% 11,054 $1.1M
Cypress Wealth Services, LLC 0.15% Add +9.1% 11,037 $1.1M
Capital Investment Advisors, LLC 0.02% Add +0.1% 10,947 $1.1M
CWA Asset Management Group, LLC 0.04% Add +19.2% 10,940 $1.1M
Betterment LLC 0.00% Add +2.5% 10,880 $1.1M
Ramiah Investment Group 0.92% Reduce -70.2% 10,855 $1.1M
21 West Wealth Management LLC 0.98% No change 10,846 $1.1M
Breakwater Capital Group 0.14% Reduce -0.5% 10,829 $1.1M
Natixis 0.00% Reduce -39.0% 10,826 $1.1M
SC&H Financial Advisors, Inc. 0.16% Add +1.8% 10,807 $1.0M
TCV Trust & Wealth Management, Inc. 0.09% Reduce -5.7% 10,789 $1.0M
Empower Advisory Group, LLC 0.00% Add +79.5% 10,785 $1.0M
International Assets Investment Management, LLC 0.07% Add +97.6% 10,615 $1.0M
Redwood Park Advisors LLC 0.77% Reduce -2.7% 10,776 $1.0M
Roof Eidam Maycock Peralta, LLC 0.24% Add +0.9% 10,758 $1.0M
Tiemann Investment Advisors, LLC 0.41% Reduce -3.4% 10,710 $1.0M
Ritter Daniher Financial Advisory LLC / DE 0.18% Reduce -6.0% 10,693 $1.0M
Lynch Investment Planning, LLC 0.93% Reduce -11.3% 10,692 $1.0M
Capital Planning Advisors, LLC 0.15% No change 10,650 $1.0M
Peterson Wealth Advisors, LLC 0.14% Add +6.8% 10,636 $1.0M
Client 1ST Advisory Group, LLC 0.31% Add +230.6% 10,566 $1.0M
55 North Private Wealth, LLC 0.26% No change 10,519 $1.0M
Empirical Asset Management, LLC 0.27% Add +8.2% 10,513 $1.0M
Schusterman Interests, LLC 0.26% No change 10,460 $1.0M
Forte Asset Management LLC 0.45% No change 10,455 $1.0M
ESL Trust Services, LLC 0.19% Add +2.0% 10,447 $1.0M
Headinvest, LLC 0.21% Reduce -8.5% 10,445 $1.0M
Asset Dedication, LLC 0.07% Add +15.4% 10,406 $1.0M
CENTRAL TRUST Co 0.02% Reduce -2.1% 10,357 $1.0M
Aegis Wealth Management LLC 0.57% Reduce -7.9% 10,339 $1.0M
Milestone Asset Management, LLC 0.18% Add +1.3% 10,327 $1.0M
Garde Capital, Inc. 0.06% Add +16.4% 10,296 $1.0M
Bridges Investment Management Inc. 0.01% Reduce -1.3% 10,266 $997K
Private Wealth Group, LLC 0.46% No change 10,262 $997K
Flatrock Wealth Partners LLC 0.45% Add +16.7% 10,239 $994K
Crusonia Wealth Advisors LLC 0.21% No change 10,228 $993K
O'Connor Financial Group LLC 0.41% Reduce -1.2% 10,218 $993K
Stephenson & Company, Inc. 0.54% Reduce -0.4% 10,218 $992K
Pine Haven Investment Counsel, Inc 0.73% No change 10,197 $990K
Beaumont Financial Advisors, LLC 0.07% Reduce -18.5% 10,195 $990K
Banco Bilbao Vizcaya Argentaria, S.A. 0.01% Reduce -77.3% 10,377 $988K
Woodmont Investment Counsel LLC 0.06% Add +1.1% 10,152 $986K
Decision Investments, Inc. 1.12% Add +0.5% 10,125 $983K
Golden State Wealth Management, LLC 0.11% No change 10,120 $983K
Cadent Capital Advisors, LLC 0.26% Add +32.2% 10,110 $982K
Signaturefd, LLC 0.01% Add +1.9% 10,078 $979K
Bath Savings Trust Co 0.10% Add +14.2% 10,074 $978K
Aspen Grove Capital, LLC 0.19% Add +4.2% 10,070 $978K
Shayne & Jacobs, LLC 0.30% No change 10,053 $976K
Reston Wealth Management LLC 0.30% Reduce -0.1% 10,010 $972K
Bedminster, LLC 0.90% Reduce -9.9% 9,994 $971K
McIlrath & Eck, LLC 0.07% No change 9,978 $969K
TMB Capital Partners, LLC 0.33% Reduce -0.1% 9,968 $968K
Burney Co./ 0.03% Reduce -0.1% 9,967 $968K
Wiregrass Investment Management LLC 0.80% No change 9,954 $967K
Gen-Wealth Partners Inc 0.30% Reduce -0.4% 9,919 $963K
Greenspring Advisors, LLC 0.06% Reduce -0.3% 9,867 $958K
Holistic Financial Partners 0.36% Reduce -0.3% 9,863 $958K
Oakworth Capital, Inc. 0.05% No change 9,755 $948K
Whalerock Point Partners, LLC 0.19% No change 9,750 $947K
Eagle Strategies LLC 0.11% Add +7.9% 9,728 $945K
Private Wealth Management Group, LLC 0.25% Reduce -0.3% 9,715 $944K
InvesTrust 0.40% Add +2.9% 9,698 $942K
Noble Wealth Management PBC 0.48% Add +0.4% 9,697 $942K
Camden National Bank 0.13% No change 9,696 $942K
Marietta Wealth Management, LLC 0.11% No change 9,688 $941K
Salem Investment Counselors Inc. 0.03% Add +0.3% 9,669 $939K
Vontobel Holding Ltd. 0.00% Reduce -2.5% 9,643 $937K
RKL Wealth Management LLC 0.08% No change 9,605 $933K
Mezzasalma Advisors, LLC 0.24% No change 9,579 $930K
Nestegg Advisors, Inc. 0.81% No change 9,537 $926K
Thoroughbred Financial Services, LLC 0.06% Add +1.1% 9,541 $926K
Gladwyn Financial Advisors, Inc. 0.64% Reduce -22.6% 9,506 $923K
Truepoint, Inc. 0.02% Reduce -12.3% 9,498 $923K
Beese Fulmer Investment Management, Inc. 0.06% Add +2.0% 9,475 $920K
Relyea Zuckerberg Hanson LLC 0.09% No change 9,458 $919K
Stelac Advisory Services LLC 0.18% Add +27.0% 9,415 $914K
Arcus Capital Partners, LLC 0.33% No change 9,347 $908K
Armbruster Capital Management, Inc. 0.15% Add +29.2% 9,276 $901K
Strategic Advisory Partners, LLC 0.71% No change 9,268 $900K
Lansing Street Advisors 0.23% Reduce -10.5% 9,243 $898K
Summit Wealth Partners, LLC 0.14% Add +197.9% 9,227 $896K
Sigma Planning Corp 0.02% Reduce -0.0% 9,200 $894K
Discipline Wealth Solutions, LLC 0.09% Add +12.3% 9,198 $893K
Purkiss Capital Advisors LLC 0.39% No change 9,172 $891K
Impact Capital Partners LLC 0.27% Reduce -26.3% 9,154 $889K
German American Bancorp, Inc. 0.08% Reduce -20.4% 9,147 $888K
Trilogy Capital Inc. 0.04% Reduce -53.8% 9,145 $888K
Elgethun Capital Management 0.15% No change 9,138 $888K
Zacks Investment Management 0.01% Add +28.4% 9,107 $885K
Sonata Capital Group Inc. 0.33% Add +31.0% 9,105 $884K
Alley Investment Management Company, LLC 0.11% No change 9,095 $883K
Consilium Wealth Advisory, LLC 0.30% Add +11.9% 9,061 $880K
Saxon Interests, Inc. 0.30% Reduce -21.9% 9,053 $879K
Total Investment Management Inc. 0.10% Reduce -6.5% 9,051 $879K
Adirondack Trust Co. 0.29% Reduce -10.9% 9,038 $878K
HUB Investment Partners, LLC 0.02% Add +63.7% 9,027 $877K
Alpha Omega Wealth Management LLC 0.14% No change 9,021 $876K
Peoples Bank 0.54% Add +7.7% 9,008 $875K
American National Bank & Trust 0.08% No change 8,984 $873K
Reflection Asset Management 0.53% Add +65.0% 8,653 $871K
Green Ridge Wealth Planning LLC 0.46% Reduce -4.3% 8,962 $870K
Sunpointe, LLC 0.29% Reduce -1.6% 8,959 $870K
Financial Solutions Advisory Group, Inc. 0.12% — 8,947 $869K
Kiley Juergens Wealth Management, LLC 0.15% New 8,945 $869K
Essex Financial Services, Inc. 0.05% Add +3.8% 8,941 $868K
Anchor Capital Advisors LLC 0.02% Reduce -6.6% 8,935 $868K
Trust Co. of Oklahoma 0.25% No change 8,921 $866K
Yardley Wealth Management LLC 0.44% Reduce -2.1% 8,905 $865K
Earnest Partners LLC 0.00% No change 8,905 $865K
Washington Trust Advisors, Inc. 0.07% Reduce -59.6% 8,901 $865K
Cypress Financial Planning LLC 0.24% Reduce -2.6% 8,894 $864K
Stage Harbor Financial, LLC 0.57% No change 8,867 $861K
Smartleaf Asset Management LLC 0.03% Reduce -23.4% 9,148 $861K
Fortitude Family Office, LLC 0.19% No change 8,838 $858K
Alexander Randolph Advisory, Inc. 0.74% Add +3.7% 8,832 $858K
Bond & Devick Financial Network, Inc. 0.24% Reduce -2.1% 8,788 $854K
Trace Wealth Advisors, LLC 0.64% Add +87.9% 8,765 $851K
Bragg Financial Advisors, Inc 0.03% Reduce -0.9% 8,704 $845K
Disciplined Investments, LLC 0.30% No change 8,652 $840K
Park Edge Advisors, LLC 0.19% Reduce -36.9% 8,631 $838K
Transcend Capital Advisors, LLC 0.07% Reduce -7.3% 8,615 $837K
Guidance Point Advisors, LLC 0.20% Add +1.6% 8,561 $832K
MFA Wealth Services 0.55% Add +2.8% 8,546 $830K
Compass Planning Associates Inc 0.53% Reduce -6.6% 8,511 $827K
St Germain D J Co. Inc. 0.03% Add +6.6% 8,498 $825K
Caldwell Trust Co 0.07% No change 8,496 $825K
Evolve Private Wealth, LLC 0.04% Add +30.2% 8,494 $825K
Aspen Wealth Management LLC 0.16% Add +0.2% 8,475 $823K
Waterford Advisors, LLC 0.26% Reduce -4.4% 8,746 $823K
Mechanics Bank Trust Department 0.11% Add +5.5% 8,470 $823K
Operose Advisors LLC 0.19% Add +19.4% 8,457 $821K
Romano Brothers and Company 0.09% Add +1.8% 8,437 $819K
Essex Bank 0.18% Add +3.7% 8,419 $818K
Contravisory Investment Management, Inc. 0.17% Reduce -10.8% 8,411 $817K
Peak Asset Management, LLC 0.14% No change 8,405 $816K
Hohimer Wealth Management, LLC 0.10% No change 8,331 $809K
Zions Bancorporation, National Association 0.05% Reduce -9.3% 8,321 $808K
Ancora Advisors LLC 0.02% Add +17.1% 8,310 $807K
Continuum Advisory, LLC 0.08% Add +1.2% 8,307 $807K
Eight 31 Financial, LLC 0.49% No change 8,307 $807K
Argent Advisors, Inc. 0.22% Reduce -0.5% 8,288 $805K
Tred Avon Family Wealth, LLC 0.27% Reduce -2.7% 8,287 $805K
Trust Co of the South 0.13% No change 8,270 $803K
Fidelity D & D Bancorp Inc. 0.32% Add +0.3% 8,266 $803K
Ritholtz Wealth Management 0.01% Add +27.5% 8,238 $800K
Collective Family Office LLC 0.18% No change 8,236 $800K
Exchange Bank 0.55% No change 8,233 $800K
Cardinal Point Capital Management ULC 0.05% Add +244.1% 8,190 $796K
Parcion Private Wealth LLC 0.05% No change 8,180 $795K
Cypress Capital Group 0.09% No change 8,176 $794K
Plimoth Trust Co. LLC 0.18% Add +102.7% 8,139 $791K
Vilga Financial Planning LLC 0.70% No change 8,121 $789K
Lutz Financial Services LLC 0.05% Reduce -0.2% 8,109 $788K
Centerpoint Advisors, LLC 0.26% No change 8,102 $787K
MBA Advisors LLC 0.30% No change 8,100 $787K
SeaBridge Investment Advisors LLC 0.13% No change 8,100 $787K
Boston Family Office LLC 0.05% No change 8,097 $786K
Amplius Wealth Advisors, LLC 0.07% No change 8,079 $785K
Wallace Hart LLC 1.08% Add +21121.0% 8,064 $783K
Shelton Capital Management 0.02% Add +103.5% 8,051 $782K
Moisand Fitzgerald Tamayo, LLC 0.08% Reduce -2.2% 8,024 $779K
True North Advisors, LLC 0.09% Add +16.6% 8,003 $777K
ORBA Wealth Advisors, L.L.C. 0.93% Reduce -4.0% 7,998 $777K
Evolution Wealth Advisors, LLC 0.08% Add +32.3% 7,986 $776K
Koss-Olinger Consulting, LLC 0.07% Reduce -5.3% 7,986 $776K
3Chopt Investment Partners, LLC 0.18% No change 7,984 $775K
Oarsman Capital, Inc. 0.10% Reduce -3.4% 7,933 $771K
Aprio Wealth Management, LLC 0.04% Add +8.3% 7,916 $769K
Mine & Arao Wealth Creation & Management, LLC. 0.32% Reduce -1.3% 7,911 $768K
Fca Corp. 0.22% Reduce -1.2% 7,884 $766K
Beacon Bank & Trust 0.16% Reduce -17.6% 7,849 $762K
Townsend Asset Management Corp. /NC/ 0.28% Add +0.7% 7,843 $762K
Chemistry Wealth Management LLC 0.13% No change 7,840 $761K
Security Financial Services, INC. 0.12% Reduce -2.8% 7,813 $759K
Simplicity Wealth,LLC 0.04% Add +139.8% 7,780 $756K
M1 Capital Management LLC 0.35% Reduce -84.6% 7,773 $755K
Doliver Advisors, LP 0.17% Add +3.8% 7,733 $751K
Debussy Capital Management LP 0.10% No change 7,730 $751K
Clarity Financial LLC 0.08% Add +0.2% 7,714 $749K
Selby Wealth Management, LLC 0.29% No change 7,694 $747K
TruNorth Capital Management, LLC 0.14% Reduce -1.7% 7,634 $741K
TCW Group Inc. 0.01% No change 7,630 $741K
Stratos Wealth Advisors, LLC 0.05% Reduce -39.9% 7,616 $740K
Wolff Wiese Magana LLC 0.41% Reduce -2.4% 7,611 $739K
Pinnacle Wealth Management Advisory Group, LLC 0.05% Add +2.7% 7,600 $738K
Rockwood Wealth Management, LLC 0.05% Add +1.6% 7,594 $738K
Piscataqua Savings Bank 0.52% Add +1.3% 7,591 $737K
Van Hulzen Asset Management, LLC 0.05% Add +78.8% 7,566 $735K
KLCM Advisors, Inc. 0.06% No change 7,557 $734K
Schrum Private Wealth Management LLC 0.56% Add +7.2% 7,556 $734K
Westwood Holdings Group Inc. 0.01% Add +89.9% 7,541 $732K
Opinicus Capital, Inc. 0.52% No change 7,533 $732K
Peoples Bank 0.74% Reduce -3.5% 7,531 $731K
Cidel Asset Management Inc. 0.04% No change 7,500 $728K
Elevation Wealth Partners, LLC 0.26% Reduce -2.4% 7,494 $728K
JNBA Financial Advisors 0.06% No change 7,478 $726K
Sound View Wealth Advisors Group, LLC 0.05% Add +0.1% 7,469 $726K
Donor Advised Charitable Giving, Inc. 0.02% Reduce -13.6% 7,467 $725K
Leisure Capital Management 0.25% No change 7,440 $723K
Lincoln Capital Corp. 0.27% Reduce -0.5% 7,421 $721K
Soltis Investment Advisors LLC 0.05% Reduce -1.5% 7,418 $720K
Clifford Swan Investment Counsel LLC 0.02% Reduce -1.4% 7,365 $715K
Tucker Asset Management LLC 0.21% Add +27.8% 7,362 $715K
Liberty Wealth Management LLC 0.09% Reduce -3.0% 7,345 $713K
Revolve Wealth Partners, LLC 0.09% Reduce -5.5% 7,345 $713K
First American Bank 0.04% No change 7,310 $710K
tru Independence LLC 0.35% Reduce -4.9% 7,305 $710K
TrustBank 0.27% Reduce -2.3% 7,290 $708K
Ti-Trust, Inc. 0.42% No change 7,276 $707K
Headlands Technologies LLC 0.08% New 7,271 $706K
InTrack Investment Management Inc 0.40% Reduce -0.5% 7,260 $705K
Brand Asset Management Group, Inc. 0.18% No change 7,237 $703K
Beaird Harris Wealth Management, LLC 0.05% Reduce -3.1% 7,214 $701K
Lifeworks Advisors, LLC 0.09% Add +29.6% 7,212 $701K
Beacon Financial Planning, Inc. 0.27% Add +223.7% 7,202 $700K
Investment Research Partners LLC 0.28% Reduce -6.7% 7,138 $693K
Avail Investment Partners, LLC 0.74% — 7,138 $693K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.01% No change 6,749 $690K
Interchange Capital Partners, LLC 0.22% Add +4.2% 8,412 $688K
Personal Cfo Solutions, LLC 0.10% Reduce -18.2% 7,062 $686K
Cornerstone Wealth Management, LLC 0.03% Add +3.2% 7,060 $686K
Anchor Investment Management, LLC 0.06% Add +0.8% 7,033 $683K
Aspect Partners, LLC 0.28% Add +0.1% 7,021 $682K
Austin Asset Management Co Inc 0.11% Add +0.8% 7,011 $681K
Permanent Capital Management, LP 0.11% Add +50.2% 6,648 $680K
Awm Capital, LLC 0.06% Reduce -3.5% 7,000 $680K
First Trust Advisors LP 0.00% Add +7.3% 6,980 $678K
Fiduciary Alliance LLC 0.04% Reduce -10.3% 6,560 $678K
CGC Financial Services, LLC 0.20% No change 6,974 $677K
Sage Capital Advisors,llc 0.16% Reduce -0.1% 6,943 $674K
Measured Risk Portfolios, Inc. 0.74% Reduce -1.6% 6,943 $674K
Panoramic Capital Partners, LLC 0.41% No change 6,892 $669K
World Equity Group, Inc. 0.17% Reduce -5.3% 6,882 $668K
Culbertson A N & Co. Inc. 0.09% No change 6,858 $666K
Carret Asset Management, LLC 0.06% No change 6,822 $663K
FLC Capital Advisors 0.12% No change 6,786 $659K
Ullmann Wealth Partners Group, LLC 0.07% Reduce -15.1% 6,775 $658K
Pacific Sage Partners, LLC 0.10% No change 6,754 $656K
MKD Wealth Coaches, LLC 0.64% No change 6,747 $655K
Independent Family Office, LLC 0.27% Reduce -6.2% 6,728 $653K
Axis Wealth Partners, LLC 0.35% Reduce -15.9% 6,685 $649K
CPC Advisors, LLC 0.10% No change 6,655 $646K
Vested Financial Planning, LLC 0.49% Add +0.9% 6,650 $646K
SkyOak Wealth, LLC 0.12% Reduce -0.1% 6,636 $645K
Pacific Capital Wealth Advisors, Inc. 0.11% Add +61.7% 6,606 $642K
Duncan Williams Asset Management, LLC 0.18% No change 6,584 $640K
Integrity Advisory Solutions, LLC 0.08% Add +16.6% 6,564 $638K
Arq Wealth Advisors, LLC 0.11% No change 6,518 $633K
Great Diamond Partners, LLC 0.12% No change 6,507 $632K
Ameritas Investment Partners, Inc. 0.02% Add +1.1% 6,488 $630K
Frisch Financial Group, Inc. 0.13% No change 6,476 $629K
JDM Financial Group LLC 0.24% No change 6,458 $627K
Wagner Wealth Management, Corp 0.56% Reduce -16.1% 6,457 $627K
Brookmont Capital Management 0.35% Add +16.1% 6,427 $624K
Balboa Wealth Partners 0.10% Reduce -54.0% 6,377 $619K
Spinnaker Trust 0.03% No change 6,377 $619K
Howard Wealth Management, LLC 0.26% No change 6,370 $619K
Horizon Advisory Services, Inc. 0.32% Add +5.3% 6,370 $619K
Dynamic Financial Group 0.50% Add +2.0% 6,326 $614K
Investmark Advisory Group LLC 0.26% No change 6,316 $614K
Tilson Financial Group, Inc. 0.18% Reduce -1.6% 6,300 $612K
Mayport, LLC 0.11% New 6,294 $611K
Nations Financial Group Inc, /Ia/ 0.03% Add +14.2% 6,276 $610K
St. Clair Advisors, LLC 0.16% Add +125.2% 6,271 $609K
KCM Investment Advisors LLC 0.02% Add +56.0% 6,270 $609K
Mascoma Wealth Management LLC 0.13% No change 6,264 $608K
Harvest Investment Services, LLC 0.11% Reduce -74.2% 6,261 $608K
Meramec Financial Planners, LLC 0.24% Reduce -0.5% 5,841 $607K
TrinityBridge Ltd 0.02% No change 6,232 $605K
Sage Rhino Capital LLC 0.11% No change 6,224 $605K
Vestcor Inc 0.02% Reduce -5.6% 6,205 $603K
Advocate Investing Services LLC 0.51% No change 6,200 $602K
Meridian Financial Partners LLC 0.23% Add +43.7% 6,115 $601K
Alterna Wealth Management, Inc. 0.46% New 6,191 $601K
Greenwich Wealth Management LLC 0.02% No change 6,185 $601K
Security National Bank of So Dak 0.29% No change 6,170 $599K
Circle Wealth Management, LLC 0.01% No change 6,137 $596K
Easterly Investment Partners LLC 0.05% Reduce -29.0% 6,131 $596K
Forum Private Client Group LLC 0.20% Reduce -0.0% 6,114 $594K
Laffer Tengler Investments, Inc. 0.10% Add +96.3% 6,114 $594K
Finward Bancorp 0.47% Reduce -0.4% 6,112 $594K
Mizuho Markets Cayman LP 0.03% New 6,074 $590K
Lakeshore Financial Planning, Inc. 0.21% No change 6,068 $589K
White Lighthouse Investment Management Inc. 0.08% Add +16.4% 6,058 $588K
Monte Financial Group, LLC 0.21% Add +3.3% 6,042 $587K
Heritage Trust Co 0.06% No change 6,037 $586K
Hardin Capital Partners, LLC 0.27% No change 6,030 $586K
Flagship Private Wealth, LLC 0.24% Add +42.5% 6,029 $586K
Insight Advisors, LLC/ PA 0.11% Add +42.4% 6,029 $586K
Sage Financial Group Inc. 0.04% Add +15.8% 6,020 $585K
Aberdeen Wealth Management LLC 0.27% No change 6,017 $584K
Clarkston Capital Partners, LLC 0.04% Reduce -4.9% 5,992 $582K
Bangor Savings Bank 0.05% Add +0.2% 5,982 $581K
Berkeley Capital Partners, LLC 0.13% No change 5,959 $579K
Grandfield & Dodd, LLC 0.03% No change 5,955 $578K
Clark Asset Management, LLC 0.05% No change 5,955 $578K
Taylor Hoffman Capital Management LLC 0.18% Add +1.2% 5,949 $578K
AssuredPartners Investment Advisors, LLC 0.06% New 5,834 $575K
Acorn Wealth Advisors, LLC 0.17% Add +37.6% 5,910 $574K
Cynosure Group, LLC 0.07% Reduce -81.8% 5,976 $574K
CFG Wealth Management Services, Inc. 0.54% Reduce -3.2% 6,056 $574K
Turn8 Private Wealth Inc. 0.36% Add +27.4% 5,899 $573K
LJI Wealth Management, LLC 0.09% Add +3.4% 5,870 $570K
Mosaic Financial Group, LLC 0.40% No change 5,859 $569K
Sageworth Trust Co 0.02% Reduce -0.7% 5,853 $569K
First National Bank Sioux Falls 0.15% No change 5,496 $566K
Family Office Research LLC 0.25% Reduce -1.2% 5,811 $564K
Sentry LLC 0.18% Reduce -21.7% 5,804 $564K
Ellevest, Inc. 0.08% Add +17.2% 5,800 $563K
Colorado Capital Management, Inc. 0.21% Reduce -0.1% 5,799 $563K
Charles Schwab Trust Co 0.04% Reduce -18.9% 5,784 $562K
Formidable Asset Management, LLC 0.09% Reduce -28.0% 5,850 $562K
Howland Capital Management LLC 0.02% Add +1.2% 5,781 $562K
Farrell Financial LLC 0.33% No change 5,752 $559K
Key Financial Inc 0.10% Add +16.7% 5,748 $558K
Trust Co 0.05% Reduce -16.9% 5,726 $556K
Hamilton Wealth, LLC 0.11% No change 5,723 $556K
Diversify Wealth Management, LLC 0.01% New 5,547 $554K
Atalanta Sosnoff Capital, LLC 0.01% Add +15.0% 5,706 $554K
DDFG, Inc 0.12% Add +2.2% 5,702 $554K
Creekside Partners 0.23% No change 5,702 $554K
Sightline Wealth Advisors, LLC 0.23% Reduce -2.2% 5,675 $551K
Shared Vision Wealth Group LLC 0.22% Add +69.0% 5,659 $550K
Wealthfront Advisers LLC 0.00% Add +32.8% 5,650 $549K
Baker Tilly Wealth Management, LLC 0.13% Reduce -2.3% 5,636 $547K
Canopy Partners, LLC 0.19% No change 5,634 $547K
PFG Advisors 0.03% Add +13.7% 5,634 $547K
Twin Focus Capital Partners, LLC 0.06% No change 5,616 $545K
Financial Guidance Group, Inc. 0.22% No change 5,613 $545K
Roberts Glore & Co. Inc. 0.15% Reduce -4.9% 5,590 $543K
Bellwether Advisors, LLC 0.09% New 5,583 $542K
Woodside Wealth Management LLC 0.42% No change 5,560 $540K
HCR Wealth Advisors 0.06% Reduce -0.5% 5,559 $540K
WestHill Financial Advisors, Inc. 0.10% Reduce -1.4% 5,544 $538K
Samalin Investment Counsel, LLC 0.19% Reduce -3.5% 5,535 $538K
Marion Wealth Management 0.12% Reduce -4.5% 5,525 $537K
Ofc Financial Planning, LLC 0.53% No change 5,517 $536K
Financial Advisory Corp 0.07% Reduce -4.4% 5,511 $535K
Bank of Stockton 0.17% Reduce -11.0% 5,510 $535K
Boston Common Asset Management, LLC 0.03% Reduce -80.2% 5,508 $535K
Mittelman Wealth Management 0.33% New 5,493 $534K
Archvest Wealth Advisors, Inc. 0.34% Reduce -48.4% 5,482 $532K
American Wealth Advisors, LLC 0.55% Add +8.3% 5,473 $532K
WP Advisors, LLC 0.14% Reduce -3.2% 5,462 $530K
Aventura Private Wealth, LLC 0.19% Reduce -0.4% 5,440 $528K
Kovack Advisors, Inc. 0.03% Add +29.4% 5,384 $528K
Kavar Capital Partners Group, LLC 0.07% Reduce -0.8% 5,425 $527K
WHI TRUST Co LLC 0.40% No change 5,420 $526K
Community Trust & Investment Co. 0.03% No change 5,393 $524K
Arwa LLC 0.26% Add +1.0% 5,126 $523K
North Star Asset Management Inc. 0.02% Reduce -0.2% 5,364 $521K
Magnus Financial Group LLC 0.04% Reduce -20.7% 5,359 $521K
Conservest Capital Advisors, Inc. 0.05% Reduce -11.7% 5,337 $518K
Garner Asset Management Corp 0.20% Add +0.2% 5,332 $518K
Edgestream Partners, L.P. 0.02% Reduce -64.6% 5,326 $517K
Alpha Zero LLC 0.26% No change 5,320 $517K
Global Financial Private Client, LLC 0.17% No change 5,320 $517K
Adirondack Capital Advisors, LLC 0.33% No change 5,317 $516K
YHB Investment Advisors, Inc. 0.04% Reduce -4.5% 5,313 $516K
Signature Estate & Investment Advisors LLC 0.01% Add +85.8% 5,309 $516K
Tulsa Wealth Advisors, INC 0.09% New 5,295 $514K
DB Fitzpatrick & Co, Inc 0.44% Reduce -4.0% 5,281 $513K
Cove Private Wealth, LLC 0.12% Add +51.2% 5,281 $513K
Gilman Hill Asset Management, LLC 0.08% Reduce -4.2% 5,231 $508K
Norway Savings Bank 0.24% Reduce -6.6% 5,205 $506K
Pioneer Trust Bank N A 0.12% No change 5,200 $505K
Sageworth Trust Co of South Dakota 0.40% No change 5,183 $503K
Petersen Hastings Wealth Advisors Inc. 0.05% Reduce -1.6% 5,183 $503K
Gables Capital Management Inc. 0.21% No change 5,179 $503K
Oak Family Advisors, LLC 0.15% Reduce -2.4% 5,175 $503K
Members Wealth LLC 0.30% Reduce -11.1% 4,924 $502K
Jackson Hole Capital Partners, LLC 0.08% No change 5,168 $502K
Moneco Advisors, LLC 0.04% Add +61.8% 5,163 $501K
Stonehaven Wealth & Tax Solutions, LLC 0.44% Add +9.2% 5,155 $501K
Central Valley Advisors, LLC 0.14% New 5,149 $500K
KWB Wealth 0.05% No change 5,201 $499K
North Berkeley Wealth Management, LLC 0.26% Reduce -1.9% 5,141 $499K
Potentia Wealth 0.19% Reduce -1.6% 5,133 $499K
First Business Financial Services, Inc. 0.04% No change 5,128 $498K
Intellectus Partners, LLC 0.10% Add +120.0% 5,126 $498K
Blake Schutter Theil Wealth Advisors, LLC 0.40% No change 5,108 $496K
Center for Financial Planning, Inc. 0.05% No change 5,103 $496K
GW Henssler & Associates Ltd. 0.02% Add +136.6% 5,086 $494K
Old Second National Bank of Aurora 0.10% No change 5,070 $492K
Climber Capital SA 0.32% No change 5,070 $492K
Valley Financial Group, Inc. 0.26% Add +1.8% 5,046 $490K
Optiver Holding B.V. 0.02% New 5,042 $490K
Arlington Financial Advisors, LLC 0.07% No change 5,040 $490K
Piedmont Capital Management, LLC 0.33% Add +2.4% 5,038 $489K
Magnolia Capital Management Ltd. 0.33% Add +2.4% 5,035 $489K
Duncker Streett & Co. Inc. 0.09% No change 5,016 $487K
Telos Capital Management, Inc. 0.05% Reduce -2.7% 5,009 $487K
Citizens National Bank Trust Department 0.08% No change 5,005 $486K
Forza Wealth Management, LLC 0.17% No change 5,000 $486K
Itau Unibanco Holding S.A. 0.01% Reduce -47.5% 5,000 $486K
Ipswich Investment Management Co., Inc. 0.11% Add +1.1% 4,973 $483K
Forum Financial Management, LP 0.01% Reduce -10.6% 4,971 $483K
Acima Private Wealth, LLC 0.15% No change 4,970 $483K
Fortress Private Ledger, LLC 0.15% No change 4,941 $480K
Clientfirst Wealth Management, LLC 0.40% No change 4,930 $479K
Tradition Wealth Management, LLC 0.03% Reduce -6.9% 4,901 $476K
Meridian Financial Advisors, LLC 0.26% Add +5.4% 4,898 $476K
Gradient Capital Advisors, LLC 0.12% No change 4,885 $474K
Delta Investment Management, LLC 0.08% No change 4,873 $473K
Northside Capital Management, LLC 0.04% No change 4,833 $469K
Wealth Architects, LLC 0.04% No change 4,811 $467K
GHP Investment Advisors, Inc. 0.02% Reduce -0.0% 4,807 $467K
McMillan Office, Inc. 0.06% No change 4,800 $466K
Clayton Financial Group LLC 0.24% No change 4,797 $466K
DBK Financial Counsel, LLC 0.35% Reduce -2.2% 4,791 $465K
HM Payson & Co. 0.01% Reduce -25.7% 4,789 $465K
Hudock, Inc. 0.07% New 4,775 $464K
CNB Bank 0.19% Add +0.9% 4,768 $463K
Castle Wealth Management LLC 0.15% No change 4,756 $462K
Jennison Associates LLC 0.00% Reduce -20.4% 4,755 $462K
Regent Peak Wealth Advisors LLC 0.09% No change 4,742 $461K
West Bancorporation Inc. 0.23% No change 4,731 $460K
Segment Wealth Management, LLC 0.03% New 4,730 $459K
Physician Wealth Advisors, Inc. 0.06% No change 4,713 $458K
Sound Stewardship, LLC 0.21% Reduce -3.6% 4,709 $457K
Russell Investments Group, Ltd. 0.00% Add +2.4% 4,709 $457K
Cora Capital Advisors LLC 0.15% No change 4,695 $456K
Wealth Dimensions Group, Ltd. 0.09% No change 4,691 $456K
Capital Management Associates, Inc 0.10% Reduce -36.1% 4,689 $455K
OneAscent Financial Services LLC 0.02% New 4,685 $455K
Avalon Trust Co 0.03% Add +65.1% 4,680 $455K
Councilmark Asset Management, LLC 0.26% No change 4,680 $455K
Sharkey, Howes & Javer 0.06% Reduce -4.3% 4,677 $454K
Lewis Asset Management, LLC 0.19% New 4,673 $454K
TRB Wealth Management, LLC 0.06% — 4,671 $454K
Up Strategic Wealth Investment Advisors LLC 0.29% No change 4,408 $454K
49 Wealth Management, LLC 0.03% Add +0.8% 4,638 $450K
MKT Advisors LLC 0.15% No change 4,578 $450K
Sound Portfolio Advisors, LLC 0.37% No change 4,628 $450K
Clark Capital Management Group, Inc. 0.00% New 4,626 $449K
OMNI 360 Wealth, Inc. 0.23% No change 4,615 $448K
Bison Wealth, LLC 0.04% Add +10.9% 4,314 $448K
Argus Investors' Counsel, Inc. 0.40% Reduce -25.7% 4,607 $447K
Richmond Investment Services, LLC 0.07% No change 4,582 $445K
Portfolio Resources Advisor Group, Inc. 0.44% Add +74.8% 4,574 $444K
GAMMA Investing LLC 0.02% Reduce -2.5% 4,563 $443K
Integris Wealth Management, LLC 0.10% Reduce -0.8% 4,540 $441K
Navigate Wealth Management, LLC 0.31% — 4,338 $441K
Sovran Advisors, LLC 0.03% Add +0.5% 4,299 $440K
Focused Alpha, LLC 0.14% Reduce -33.5% 4,521 $439K
Landmark Wealth Management, LLC 0.12% Reduce -2.5% 4,520 $439K
Hillcrest Wealth Advisors - NY, LLC 0.18% No change 4,500 $437K
Financial Partners Group, Inc 0.05% No change 4,488 $436K
Capital Asset Managemnet, LLC 0.49% No change 4,478 $435K
Welch Group, LLC 0.02% Add +0.1% 4,463 $433K
Ascentis Independent Advisors 0.03% Add +72.7% 4,418 $429K
Keating Financial Advisory Services, Inc. 0.07% Reduce -83.3% 4,417 $429K
Kohmann Bosshard Financial Services, LLC 0.04% Reduce -0.1% 4,410 $428K
Vista Capital Partners, Inc. 0.04% Reduce -19.1% 4,388 $426K
Decker Wealth Management LLC 0.10% No change 4,386 $426K
Magnolia Capital Advisors LLC 0.08% Add +0.9% 4,385 $426K
Gibson Capital, LLC 0.08% No change 4,357 $423K
Financial Management Professionals, Inc. 0.05% Reduce -1.4% 4,357 $423K
Vance Wealth, LLC 0.12% No change 4,350 $423K
Vawter Financial, Ltd. 0.18% No change 4,338 $421K
Meridian Investment Counsel Inc. 0.10% No change 4,323 $420K
Cohen Klingenstein LLC 0.01% No change 4,300 $418K
Transcendent Capital Group LLC 0.19% Reduce -1.9% 4,299 $418K
Olde Wealth Management, LLC 0.13% No change 4,297 $417K
Steigerwald, Gordon & Koch Inc. 0.04% Add +10.3% 4,290 $417K
Premier Path Wealth Partners, LLC 0.05% Add +6.0% 4,287 $416K
3 Factor Indexing, LLC 0.39% — 4,273 $415K
SMH Capital Advisors Inc. 1.17% No change 4,267 $414K
Verum Partners LLC 0.08% No change 4,260 $414K
Rockbridge Investment Management, LCC 0.04% Reduce -13.2% 4,259 $414K
Westfuller Advisors, LLC 0.18% Add +55.0% 4,246 $412K
Banque Pictet & Cie SA 0.00% No change 4,236 $411K
Wealth Preservation Advisors, LLC 0.34% Reduce -53.6% 4,223 $410K
Plum Street Advisors, LLC 0.14% No change 4,221 $410K
Foster Victor Wealth Advisors, LLC 0.02% Reduce -1.2% 3,949 $409K
ARK & TLK Investments, LLC 0.11% No change 4,209 $409K
Financial Alternatives, Inc 0.22% No change 4,200 $408K
FourThought Financial Partners, LLC 0.04% No change 4,197 $408K
Financial Insights, Inc. 0.13% Add +2.5% 4,158 $404K
Florida Financial Advisors, LLC 0.10% Reduce -24.3% 4,157 $404K
NorthCrest Asset Manangement, LLC 0.01% Reduce -15.1% 4,108 $403K
Cortland Associates Inc. 0.06% Add +12.3% 4,141 $402K
Carrera Capital Advisors 0.06% Add +2.6% 4,130 $401K
Horizon Investment Services, LLC 0.14% No change 4,122 $400K
Sentinel Wealth Management, Inc. 0.32% No change 4,112 $399K
M Wealth Management, LLC 0.34% No change 4,111 $399K
Trivant Custom Portfolio Group, LLC 0.22% Add +10.6% 4,085 $397K
Park Place Capital Corp 0.08% Reduce -8.0% 4,075 $396K
Kintra Wealth, LLC 0.03% New 4,062 $395K
Deroy & Devereaux Private Investment Counsel Inc. 0.02% Reduce -72.3% 4,050 $393K
Elwood & Goetz Wealth Advisory Group, LLC 0.07% Add +0.1% 4,046 $393K
DeLarme Wealth Management, Inc. 0.25% Reduce -13.4% 4,036 $392K
S.A. Mason LLC 0.15% No change 4,024 $391K
TRUE Private Wealth Advisors 0.04% No change 4,022 $391K
Proficio Capital Partners LLC 0.02% New 4,006 $389K
CPA Asset Management Group, LLC 0.13% No change 4,002 $389K
Founders Financial Securities LLC 0.02% Reduce -49.2% 3,811 $389K
Godshalk Welsh Capital Management, Inc. 0.23% No change 4,000 $389K
Cottage Street Advisors LLC 0.17% Add +14.3% 4,000 $389K
Searle & Co. 0.10% Reduce -6.3% 4,000 $389K
Burling Wealth Partners, LLC 0.06% No change 3,999 $388K
Boyum Wealth Architects LLC 0.16% Reduce -1.7% 3,803 $388K
COFG Advisors, LLC 0.10% New 3,998 $388K
Sendero Wealth Management, LLC 0.04% No change 3,988 $387K
Laurel Oak Wealth Management, LLC 0.07% Reduce -25.2% 3,987 $387K
Donaldson Capital Management, LLC 0.01% Reduce -22.2% 3,987 $387K
Downshift Financial, LLC 0.20% Add +0.8% 3,831 $387K
JPL Wealth Management, LLC 0.09% No change 3,965 $385K
Arkos Global Advisors 0.05% Reduce -0.5% 3,968 $385K
Harding Loevner LP 0.00% Reduce -79.2% 3,952 $384K
Cozad Asset Management Inc. 0.03% Reduce -5.1% 3,950 $384K
MMBG Investment Advisors Co. 0.04% No change 3,950 $384K
Morton Capital Management LLC 0.06% No change 3,948 $384K
Comprehensive Money Management Services LLC 0.25% No change 3,937 $382K
Asset Allocation & Management Company, LLC 0.14% No change 3,930 $382K
Evernest Financial Advisors, LLC 0.08% No change 3,756 $381K
Werba Rubin Papier Wealth Management 0.05% Add +4.1% 3,896 $378K
Praetorian Wealth Management, Inc. 0.07% No change 3,700 $378K
Kathmere Capital Management, LLC 0.02% No change 3,887 $378K
Winebrenner Capital Management LLC 0.24% New 3,886 $377K
Concord Wealth Partners 0.05% No change 3,875 $376K
Armstrong, Fleming & Moore, Inc 0.16% New 3,858 $375K
Bull Street Advisors, LLC 0.19% No change 3,853 $374K
Baldwin Investment Management, LLC 0.04% No change 3,825 $372K
Family Manage LLC 0.04% No change 3,820 $371K
Wagner Wealth Management, LLC 0.07% No change 3,799 $369K
Pension & Wealth Management Advisors, Inc. 0.11% No change 3,788 $368K
Kaydan Wealth Management, Inc. 0.12% Reduce -0.9% 3,778 $367K
New Covenant Trust Company, N.A. 0.33% Reduce -4.0% 3,772 $366K
Lakeridge Wealth Management LLC 0.16% No change 3,761 $365K
City National Bank of Florida 0.22% Reduce -22.4% 3,758 $365K
Jaffetilchin Investment Partners, LLC 0.02% New 3,756 $365K
Bravera Wealth 0.16% Add +1570.1% 3,741 $363K
Liberty Square Wealth Partners LLC 0.10% Reduce -44.0% 3,732 $362K
Legacy Edge Advisors, LLC 0.04% No change 3,728 $362K
Certified Advisory Corp 0.03% Reduce -51.3% 3,718 $361K
Fiduciary Group, LLC 0.03% Add +4.9% 3,718 $361K
American Investment Services, Inc. 0.08% No change 3,704 $360K
BBR Partners, LLC 0.02% Add +4.0% 3,686 $358K
RTD Financial Advisors, Inc. 0.04% No change 3,683 $358K
REDW Wealth LLC 0.14% Reduce -7.6% 3,675 $357K
Indivisible Partners 0.03% New 3,653 $355K
Pines Wealth Management, LLC 0.11% Reduce -8.4% 3,652 $355K
Next Level Private LLC 0.08% Reduce -0.5% 3,650 $355K
Obermeyer Wealth Partners 0.02% Add +25.4% 3,629 $352K
Monetary Management Group Inc. 0.08% Add +0.8% 3,625 $352K
Apollon Financial, LLC 0.05% Add +12.6% 3,620 $352K
Interactive Financial Advisors, Inc. 0.23% Reduce -4.8% 3,603 $350K
M.E. Allison & Co., Inc. 0.23% No change 3,602 $350K
Net Worth Advisory Group 0.07% Reduce -1.3% 3,601 $350K
HHM Wealth Advisors, LLC 0.04% Add +16.1% 3,597 $349K
Vermillion Wealth Management, Inc. 0.14% No change 3,572 $347K
Richards, Merrill & Peterson, Inc. 0.13% Add +7.5% 3,549 $345K
Golden Road Advisors LLC 0.20% No change 3,542 $344K
First National Bank & Trust Co. of Newtown 0.07% No change 3,542 $344K
Summit Wealth Group LLC / Co. 0.04% Reduce -0.6% 3,521 $342K
Phocas Financial Corp. 0.05% No change 3,520 $342K
Forteris Wealth Management Inc. 0.33% No change 3,505 $340K
JGP Wealth Management, LLC 0.04% No change 3,496 $340K
CCG Wealth Management, LLC 0.09% New 3,491 $339K
Financial Perspectives, Inc 0.09% No change 3,472 $337K
McClarren Financial Advisors, Inc. 0.20% Add +211.7% 3,469 $337K
Philip James Wealth Mangement, LLC 0.04% Reduce -0.3% 3,462 $336K
Alta Wealth Advisors LLC 0.11% No change 3,461 $336K
Ami Investment Management Inc. 0.08% No change 3,460 $336K
Index Fund Advisors, Inc. 0.02% No change 3,460 $336K
Eldridge Investment Advisors, Inc. 0.07% No change 3,452 $335K
Morling Financial Advisors, LLC 0.10% No change 3,443 $334K
Sykon Capital LLC 0.11% Reduce -95.5% 3,423 $332K
Hopwood Nicholas Hunter 0.11% Add +20.0% 3,402 $330K
United Asset Strategies, Inc. 0.03% No change 3,401 $330K
Facet Wealth, Inc. 0.01% Add +40.5% 3,385 $329K
Outlook Wealth Advisors, LLC 0.08% Add +22.2% 3,374 $328K
Andrews Advisory Associates, LLC 0.17% Reduce -5.8% 3,372 $328K
BCV Asset Management Inc. 0.01% New 3,481 $327K
Jacobi Capital Management LLC 0.02% No change 3,371 $327K
Bigelow Investment Advisors, LLC 0.13% No change 3,369 $327K
Money Concepts Capital Corp. 0.02% Reduce -73.0% 3,362 $327K
XY Planning Network, Inc. 0.05% Reduce -1.1% 3,300 $325K
Leavell Investment Management, Inc. 0.01% Reduce -0.9% 3,333 $324K
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 0.04% No change 3,325 $323K
TCP Asset Management, LLC 0.04% Add +1.7% 3,321 $323K
Icon Wealth Advisors, LLC 0.02% Reduce -42.8% 3,219 $322K
Birchbrook, Inc. 0.16% Add +32.9% 3,309 $321K
W.G. Shaheen & Associates DBA Whitney & Co 0.03% Reduce -0.9% 3,300 $321K
Accel Wealth Management 0.08% No change 3,298 $320K
Claro Advisors Inc. 0.04% Reduce -10.4% 3,298 $320K
Acumen Wealth Advisors, LLC 0.09% No change 3,267 $317K
Cornerstone Wealth Advisors, Inc. 0.07% Reduce -5.8% 3,260 $317K
Cooper Financial Group 0.03% Add +18.7% 3,257 $316K
Uptown Financial Advisors LLC 0.26% Reduce -8.4% 3,253 $316K
Motive Wealth Advisors 0.15% Reduce -2.9% 3,247 $315K
BankPlus Trust Department 0.08% No change 3,244 $315K
Tsfg, LLC 0.05% Reduce -0.1% 3,246 $315K
Marble Wealth, LLC 0.06% New 3,240 $315K
Ascension Capital Advisors, Inc. 0.10% New 3,234 $314K
Signal Advisors Wealth, LLC 0.02% Reduce -9.9% 3,232 $314K
Galvin, Gaustad & Stein, LLC 0.03% Reduce -1.5% 3,231 $314K
Lake Street Private Wealth, LLC 0.04% Add +8.4% 3,229 $314K
Riversedge Advisors, LLC 0.05% No change 3,225 $313K
Beta Wealth Group, Inc. 0.13% Reduce -23.9% 3,219 $313K
Holderness Investments Co. 0.06% No change 3,217 $312K
Compass Capital Management, Inc. 0.02% No change 3,210 $312K
Plancorp, LLC 0.01% No change 3,047 $311K
Watershed Private Wealth LLC 0.10% Reduce -0.5% 3,205 $311K
Balanced Wealth Group LLC 0.11% Reduce -2.3% 3,199 $311K
Tillman Hartley LLC 0.08% Reduce -3.0% 3,194 $310K
Semitam Bonam LLC 0.25% No change 3,191 $310K
TPG Advisors LLC 0.19% No change 3,185 $309K
Successful Portfolios LLC 0.17% Add +3.7% 3,237 $308K
Sard Wealth Management Group, LLC 0.17% No change 3,176 $308K
Greenwood Capital Associates LLC 0.03% No change 3,175 $308K
Cooksen Wealth, LLC 0.22% No change 3,165 $307K
Elser Financial Planning, Inc 0.01% No change 3,163 $307K
CBIZ Investment Advisory Services, LLC 0.01% Reduce -46.1% 2,996 $306K
PACK Private Wealth, LLC 0.14% No change 3,149 $306K
Northstar Advisory Group, LLC 0.12% Reduce -43.6% 3,148 $306K
Strategic Planning, Inc. 0.15% New 3,130 $304K
Destiny Wealth Partners, LLC 0.03% No change 3,128 $304K
South Shore Capital Advisors 0.22% No change 3,124 $303K
Advisors Capital Management, LLC 0.00% Add +2.2% 3,120 $303K
Blue Fin Capital, Inc. 0.05% Reduce -24.6% 3,116 $303K
Occidental Asset Management, LLC 0.04% No change 3,101 $301K
Melfa Wealth Management, Inc. 0.17% Reduce -3.9% 3,100 $301K
Creative Capital Management Investments LLC 0.09% No change 3,095 $301K
Vanguard Advisers Inc. 0.00% — 3,093 $300K
Livet Wealth, LLC 0.19% Reduce -10.3% 3,083 $299K
Willner & Heller, LLC 0.22% No change 3,083 $299K
Capital Advisors Inc. 0.00% New 3,082 $299K
Dakota Wealth Management 0.01% Reduce -40.0% 3,080 $299K
Augustine Asset Management Inc. 0.07% No change 3,073 $298K
J.P. Marvel Investment Advisors, LLC 0.04% No change 3,069 $298K
Yoffe Investment Management, LLC 0.38% No change 3,068 $298K
FC Advisory LLC 0.09% No change 3,067 $298K
Investor's Fiduciary Advisor Network, LLC 0.09% Reduce -13.3% 3,064 $297K
CDM Financial Counseling Services, Inc. 0.28% No change 3,056 $297K
Westside Investment Management, Inc. 0.05% Add +29.3% 3,035 $295K
Hibernia Wealth Partners, LLC 0.09% Reduce -5.5% 3,033 $295K
Global View Capital Management LLC 0.08% Reduce -5.7% 3,031 $294K
Smith Salley Wealth Management 0.01% Add +0.7% 3,027 $294K
Ameriflex Group, Inc. 0.15% No change 3,019 $293K
GWN Securities Inc. 0.06% Reduce -69.8% 3,005 $292K
Centurion Wealth Management LLC 0.07% No change 2,999 $291K
Townsquare Capital LLC 0.07% Reduce -0.1% 2,992 $291K
Merited Wealth, LLC 0.24% Add +0.8% 2,990 $290K
Aufman Associates Inc 0.14% No change 2,984 $290K
Argentarii, LLC 0.10% Reduce -19.9% 2,980 $289K
West Paces Advisors Inc. 0.06% No change 2,979 $289K
Medallion Wealth Advisors, LLC 0.09% Reduce -2.5% 2,953 $287K
Pinion Investment Advisors, LLC 0.07% Reduce -6.0% 2,951 $287K
EPG Wealth Management LLC 0.08% No change 2,923 $284K
Winthrop Advisory Group LLC 0.02% Add +1.0% 2,914 $283K
Windward Private Wealth Management Inc. 0.10% No change 2,902 $282K
Institute for Wealth Management, LLC. 0.03% Add +1.6% 2,901 $282K
RAM Investment Partners, LLC 0.05% Add +10.6% 2,879 $280K
Main Street Group, LTD 0.09% No change 2,876 $279K
BCS Private Wealth Management, Inc. 0.08% Reduce -22.6% 2,854 $277K
First National Advisers, LLC 0.04% No change 2,850 $277K
Accurate Wealth Management, LLC 0.03% Add +5.2% 2,704 $276K
Avion Wealth 0.06% No change 2,849 $276K
LVW Advisors, LLC 0.03% No change 2,832 $275K
Farmers National Bank 0.06% No change 2,831 $275K
Tribridge Partners Financial LLC 0.11% No change 2,797 $274K
Trivium Point Advisory, LLC 0.05% No change 2,815 $273K
Omnia Family Wealth, LLC 0.09% No change 2,814 $273K
Onyx Bridge Wealth Group LLC 0.03% Reduce -5.7% 2,807 $273K
Aureum Wealth Management, LLC 0.19% New 2,805 $272K
jvl associates llc 0.09% Add +14.6% 2,795 $271K
Trans-Canada Capital Inc. 0.02% Reduce -2.4% 2,793 $271K
Fort Sheridan Advisors LLC 0.03% No change 2,785 $271K
Wetzel Investment Advisors, Inc. 0.11% Add +6.1% 2,783 $270K
Archford Capital Strategies, LLC 0.03% No change 2,778 $270K
Means Investment Co., Inc. 0.02% New 2,763 $268K
Winthrop Capital Management, LLC 0.07% No change 2,759 $268K
Guyasuta Investment Advisors Inc. 0.02% Add +1.2% 2,758 $268K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.03% Reduce -13.2% 2,755 $268K
Bill Few Associates, Inc. 0.06% No change 2,752 $267K
Mayfair Advisory Group, LLC 0.09% No change 2,737 $266K
Wealthcare Capital Management LLC 0.03% Reduce -0.7% 2,733 $265K
One Degree Advisors Inc 0.07% No change 2,723 $264K
Armstrong Advisory Group, Inc. 0.02% No change 2,716 $264K
Financial Life Advisors 0.08% Reduce -6.5% 2,715 $264K
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.01% Reduce -19.4% 2,709 $263K
Sensible Money, LLC 0.08% No change 2,693 $262K
Folger Nolan Fleming Douglas Capital Management, Inc. 0.02% No change 2,680 $260K
Guardsman Private Capital Management, Inc. 0.20% Add +0.0% 2,676 $260K
Cedarwood Wealth LLC 0.26% No change 2,675 $260K
Elk River Wealth Management LLC 0.04% No change 2,675 $260K
Gerber, LLC 0.15% No change 2,666 $259K
Private Management Group Inc. 0.01% No change 2,655 $258K
BKM Wealth Management, LLC 0.09% Add +4.4% 2,646 $257K
Perkins Coie Trust Co 0.05% No change 2,646 $257K
Sargent Investment Group, LLC 0.03% Reduce -13.1% 2,645 $257K
Keewaydin Investments LLC 0.08% No change 2,640 $256K
Alpha Financial Advisors, LLC 0.08% No change 2,639 $256K
Blue Chip Partners, LLC 0.02% No change 2,632 $256K
Maltin Wealth Management, Inc. 0.10% New 2,631 $256K
Fonville Wealth Management LLC 0.05% Add +0.8% 2,624 $255K
Zeit Capital LLC 0.17% No change 2,620 $254K
GFG Capital, LLC 0.08% No change 2,617 $254K
Lynx Investment Advisory 0.12% Reduce -57.1% 2,615 $254K
Midwest Financial Group LLC 0.11% Add +12.5% 2,613 $254K
Obsidian Cio, LLC 0.23% No change 2,604 $253K
Everhart Financial Group, Inc. 0.02% No change 2,603 $253K
Aurora Private Wealth, Inc. 0.18% Reduce -15.6% 2,610 $252K
Guardian Partners Inc. 0.02% Add +11.7% 2,590 $252K
Cranbrook Wealth Management, LLC 0.05% No change 2,592 $252K
Copley Financial Group, Inc. 0.15% Reduce -9.6% 2,585 $251K
American State Bank (Iowa) 0.12% Add +13.6% 2,584 $251K
Clearstead Trust, LLC 0.04% No change 2,579 $250K
Madison Wealth Partners, Inc 0.04% No change 2,579 $250K
Schnieders Capital Management, Llc. 0.04% No change 2,568 $249K
Hanson & Doremus Investment Management 0.03% No change 2,560 $249K
Asempa Wealth Advisors 0.22% Reduce -0.0% 2,522 $249K
Sonoma Allocations LLC 0.09% No change 2,531 $249K
Beacon Wealthcare LLC 0.09% New 2,558 $248K
Planned Solutions, Inc. 0.08% No change 2,554 $248K
Pasadena Private Wealth, LLC 0.03% No change 2,551 $248K
Gibbs Wealth Management 0.03% New 2,544 $247K
L.K. Benson & Company, P.C. 0.08% No change 2,542 $247K
Pennsylvania Capital Management Inc. 0.07% No change 2,542 $247K
Founders Financial Alliance, LLC 0.04% Add +29.6% 2,538 $246K
Avant Financial Advisors LLC 0.17% No change 2,535 $246K
Fairview Capital Investment Management, LLC 0.01% New 2,533 $246K
Old Mission Investment Co LLC 0.06% Add +0.4% 2,532 $246K
QTR Family Wealth, LLC 0.10% No change 2,372 $246K
Rockingstone Advisors LLC 0.11% No change 2,520 $245K
Seneca Financial Advisors LLC 0.07% No change 2,518 $245K
Old Peak Finance LLC 0.14% No change 2,516 $244K
Fiduciary Wealth Partners, LLC 0.16% Reduce -60.1% 2,512 $244K
McDonald Partners LLC 0.06% No change 2,505 $243K
Brown, Lisle/Cummings, Inc. 0.06% Add +1.2% 2,504 $243K
Mogy Joel R Investment Counsel Inc. 0.02% No change 2,500 $243K
Earned Wealth Advisors, LLC 0.02% Reduce -59.5% 2,498 $243K
Churchill Financial Advisors, LLC 0.05% Reduce -0.1% 2,497 $243K
Cooper/Haims Advisors, LLC 0.11% Add +3.3% 2,493 $242K
Keebeck Wealth Management 0.03% No change 2,491 $242K
Legacy Wealth Management, LLC / MS 0.07% New 2,490 $242K
Optima Capital LLC 0.11% Add +271.8% 2,476 $240K
Northwest Bancshares, Inc. 0.05% Add +9.0% 2,471 $240K
Advus Financial Partners, LLC 0.06% No change 2,467 $240K
Sachetta, LLC 0.13% No change 2,466 $240K
Sharpepoint LLC 0.14% No change 2,455 $238K
Knights of Columbus Asset Advisors LLC 0.01% Reduce -10.1% 2,453 $238K
Moss Adams Wealth Advisors LLC 0.02% No change 2,450 $238K
Strategic Blueprint, LLC 0.01% No change 2,441 $237K
Capital Asset Advisory Services LLC 0.01% Reduce -0.1% 2,274 $236K
Opulen Financial Group LLC 0.17% No change 2,430 $236K
Stronghold Wealth Management L.L.C. 0.36% Reduce -6.2% 2,427 $236K
Element Wealth, LLC 0.10% Reduce -1.2% 2,427 $236K
Adkins Seale Capital Management LLC 0.23% No change 2,426 $236K
Tannin Capital LLC 0.17% Reduce -0.3% 2,421 $235K
Widmann Financial Services, Inc. 0.14% No change 2,421 $235K
Keystone Global Partners, LLC 0.11% Reduce -27.2% 2,421 $235K
Brady Martz Wealth Solutions, LLC 0.04% No change 2,416 $235K
Canvas Wealth Advisors, LLC 0.04% No change 2,415 $235K
Summit Investment Advisory Services, LLC 0.09% No change 2,408 $234K
Lafayette Investments, Inc. 0.05% Add +0.6% 2,407 $234K
Allodium Investment Consultants, LLC 0.11% No change 2,406 $234K
Red Lighthouse Investment Management, LLC 0.08% No change 2,400 $233K
Invst, LLC 0.03% New 2,398 $233K
McLaughlin Asset Management, Inc. 0.22% Add +4.0% 2,395 $233K
William Mack & Associates, Inc. 0.13% Reduce -1.2% 2,387 $232K
Northland Securities, Inc. 0.22% Add +0.4% 2,374 $231K
Clark Estates Inc. 0.06% No change 2,370 $230K
MontVue Capital Management, Inc. 0.16% No change 2,364 $230K
Twelve Points Wealth Management LLC 0.05% New 2,356 $229K
Delos Wealth Advisors, LLC 0.13% No change 2,355 $229K
Perennial Advisors, LLC 0.04% Add +0.9% 2,355 $229K
Capital Investment Advisory Services, LLC 0.02% Reduce -2.1% 2,346 $228K
IRON Financial LLC 0.10% Reduce -5.2% 2,345 $228K
PDS Planning, Inc 0.01% Add +0.8% 2,336 $227K
Mission Creek Capital Partners, Inc. 0.05% New 2,335 $227K
CRA Financial Services, LLC 0.03% Reduce -10.0% 2,323 $226K
Bingham Private Wealth, LLC 0.18% Add +8.3% 2,322 $226K
Northstar Financial Companies, Inc. 0.18% Reduce -38.3% 2,319 $225K
Readystate Asset Management LP 0.02% New 2,314 $225K
Parthenon LLC 0.03% No change 2,313 $225K
Calton & Associates, Inc. 0.03% Reduce -47.6% 2,308 $224K
Reliant Investment Partners, LLC 0.18% New 2,293 $223K
American Trust 0.02% Add +1.8% 2,288 $222K
Roger Wittlin Investment Advisory, LLC 0.18% Add +1.0% 2,277 $221K
NCM Capital Management, LLC 0.08% No change 2,276 $221K
M. Kulyk & Associates, LLC 0.04% No change 2,275 $221K
Verition Fund Management LLC 0.00% New 2,272 $221K
Boston Standard Wealth Management, LLC 0.04% No change 2,238 $221K
Objectivity Squared, LLC 0.14% No change 2,266 $220K
Claris Financial LLC 0.12% Reduce -0.8% 2,265 $220K
Powerhouse Assets LLC 0.19% No change 2,250 $219K
Wealth Enhancement Trust Services, Inc. 0.03% No change 2,241 $218K
Middleton & Co. Inc. 0.02% Add +0.2% 2,240 $218K
Fiduciary Financial Group, LLC 0.03% No change 2,235 $217K
Marathon Strategic Advisors, LLC 0.16% Reduce -1.9% 2,220 $216K
Rathbones Group PLC 0.00% No change 2,205 $214K
Resources Management Corp. /CT/ 0.03% No change 2,205 $214K
Twin Peaks Wealth Advisors, LLC 0.05% New 2,203 $214K
Fulcrum Capital LLC 0.05% Reduce -31.6% 2,203 $214K
Passive Capital Management, LLC. 0.06% New 2,186 $212K
Rodgers & Associates, LTD 0.02% Add +0.2% 2,184 $212K
apricus wealth, LLC 0.10% No change 2,183 $212K
North Capital, Inc. 0.18% No change 2,163 $210K
Raffa Wealth Management, LLC 0.03% No change 2,160 $210K
Kozak & Associates, Inc. 0.04% No change 2,040 $210K
Allium Financial Advisors, LLC 0.17% Reduce -4.4% 2,151 $209K
Advance Capital Management, Inc. 0.01% Reduce -0.9% 2,144 $208K
Sankala Group LLC 0.17% No change 2,185 $207K
Envision Financial Planning, LLC 0.07% No change 2,124 $206K
Tritonpoint Wealth, LLC 0.02% New 2,118 $206K
Northwest Wealth Management, LLC 0.03% New 2,116 $206K
West Wealth Group, LLC 0.04% Reduce -21.0% 2,111 $205K
Capstone Wealth Management Group LLC 0.13% No change 2,108 $205K
Miller Global Investments, LLC 0.19% No change 2,108 $205K
Synergy Asset Management, LLC 0.02% New 2,094 $203K
Porter White Investment Advisors, Inc. 0.08% New 2,093 $203K
Claret Asset Management Corp 0.02% No change 2,085 $203K
Ewa, LLC 0.05% Reduce -0.9% 2,074 $201K
Berger Financial Group, Inc 0.01% Add +0.9% 2,073 $201K
Boreal Capital Management LLC 0.19% Reduce -35.5% 2,047 $199K
Colony Family Offices, LLC 0.05% No change 2,032 $197K
CVA Family Office, LLC 0.02% No change 1,955 $190K
Merkkuri Wealth Advisors LLC 0.13% New 1,944 $189K
Mowery & Schoenfeld Wealth Management, LLC 0.29% No change 1,943 $189K
Rice Partnership, LLC 0.03% No change 1,906 $185K
Southern Michigan Bank & Trust 0.07% — 1,902 $185K
Legacies Wealth LLC 0.11% Reduce -58.9% 1,840 $179K
Centennial Bank 0.06% No change 1,800 $175K
Abound Wealth Management 0.04% No change 1,794 $174K
Corsicana & Co. 0.11% No change 2,129 $174K
Gilpin Wealth Management, LLC 0.14% No change 1,790 $174K
Silver Oak Securities, Incorporated 0.01% Reduce -64.8% 1,767 $172K
S&T Bank 0.06% No change 1,763 $171K
Joseph Group Capital Management 0.04% Reduce -4.5% 1,761 $171K
WealthCollab, LLC 0.07% No change 1,744 $169K
HighMark Wealth Management LLC 0.07% Reduce -10.1% 1,743 $169K
Armor Investment Advisors, LLC 0.06% No change 1,722 $167K
Alerus Financial NA 0.01% Reduce -5.0% 1,665 $162K
Rogco, LP 0.05% Reduce -36.4% 1,659 $161K
Financial Life Planners 0.12% New 1,651 $160K
Cherry Tree Wealth Management, LLC 0.03% Reduce -7.3% 1,651 $160K
Colonial Trust Advisors 0.01% No change 1,627 $158K
City State Bank 0.04% Reduce -3.6% 1,610 $156K
Petix & Botte Co 0.07% Reduce -50.0% 1,577 $153K
Archer Investment Corp 0.03% No change 1,524 $148K
Front Row Advisors LLC 0.05% No change 1,520 $148K
Align Financial, LLC 0.08% Reduce -99.0% 1,515 $147K
CoreCap Advisors, LLC 0.00% Reduce -97.3% 1,488 $145K
Glassman Wealth Services 0.02% No change 1,457 $142K
TD Capital Management LLC 0.01% No change 1,451 $141K
SIMA Wealth Partners, LLC 0.11% No change 1,444 $140K
Horizon Investments, LLC 0.00% Add +442.0% 1,420 $138K
Union Savings Bank 0.06% No change 1,407 $137K
Investors Portfolio Services LLC 0.13% No change 1,400 $136K
Timmons Wealth Management, LLC 0.13% No change 1,373 $133K
Root Financial Partners, LLC 0.01% Add +4.6% 1,364 $132K
Cassaday & Co Wealth Management LLC 0.00% New 1,356 $132K
Bfsg, LLC 0.01% Add +80.2% 1,339 $130K
Activest Wealth Management 0.02% New 1,333 $129K
USA Financial Formulas 0.02% Reduce -99.8% 1,332 $129K
Guardian Wealth Advisors, LLC / NC 0.01% New 1,300 $126K
Main Management LLC 0.01% No change 1,297 $126K
Godfrey Financial Associates, Inc. 0.11% Add +1.2% 1,297 $126K
Davis Capital Management 0.09% No change 1,293 $126K
CDKV Holdings LLC 0.11% No change 1,263 $123K
Longview Financial Advisors, Inc. 0.07% New 1,249 $121K
Retiremitten Financial LLC 0.06% — 1,221 $119K
Marquette Associates, Inc. 0.13% Add +55.6% 1,209 $117K
Cornerstone National Bank & Trust Co 0.04% No change 1,186 $117K
Howe & Rusling Inc. 0.01% Add +59.6% 1,197 $116K
Measured Wealth Private Client Group, LLC 0.03% No change 1,195 $116K
Kings Path Partners LLC 0.04% No change 1,175 $114K
Albion Financial Group 0.01% No change 1,171 $114K
Triumph Capital Management 0.02% No change 1,162 $113K
N.E.W. Advisory Services LLC 0.01% Reduce -8.0% 1,149 $112K
Tidemark, LLC 0.03% No change 1,148 $112K
Rosenberg Matthew Hamilton 0.02% No change 1,134 $110K
IAG Wealth Partners, LLC 0.01% Add +3.4% 1,131 $110K
Coston, McIsaac & Partners 0.02% No change 1,106 $107K
Seneschal Advisors, LLC 0.08% Reduce -15.5% 1,090 $106K
Barrett & Company, Inc. 0.04% Reduce -16.5% 1,084 $105K
Hamilton Point Investment Advisors, LLC 0.02% No change 1,075 $104K
Breakwater Investment Management 0.04% No change 1,063 $103K
DHJJ Financial Advisors, Ltd. 0.03% No change 1,033 $100K
Olistico Wealth, LLC 0.05% No change 1,023 $99K
Cetera Trust Company, N.A 0.05% No change 1,000 $97K
Addison Advisors LLC 0.02% Reduce -4.2% 998 $97K
Wellington Grp LLC 0.03% New 979 $95K
Aventus Investment Advisors, Inc. 0.08% No change 958 $93K
Bay Harbor Wealth Management, LLC 0.02% No change 952 $92K
Nalls Sherbakoff Group, LLC 0.07% No change 950 $92K
Granite Investment Partners, LLC 0.01% No change 950 $92K
Family Capital Trust Co 0.03% No change 931 $90K
Midwest Capital Advisors, LLC 0.04% No change 902 $88K
Realta Investment Advisors 0.03% No change 890 $86K
Creative Financial Designs Inc. 0.01% Reduce -57.8% 890 $86K
Caldwell Sutter Capital, Inc. 0.03% Add +5.6% 881 $86K
Harel Insurance Investments & Financial Services Ltd. 0.00% No change 883 $85K
Louisbourg Investments Inc. 0.02% Reduce -32.8% 870 $85K
Millstone Evans Group, LLC 0.05% Reduce -18.9% 860 $84K
Three Bearings Fiduciary Advisors, Inc. 0.08% No change 858 $83K
United Financial Planning Group LLC 0.05% No change 841 $82K
Quaker Wealth Management, LLC 0.03% No change 838 $81K
Hughes Financial Services, LLC 0.01% No change 798 $78K
Valued Wealth Advisors LLC 0.03% No change 797 $77K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.03% Reduce -27.4% 790 $77K
Evensky & Katz LLC 0.00% Reduce -66.4% 762 $74K
Sfam, LLC 0.07% No change 735 $71K
Longview Financial Advisors LLC 0.04% Reduce -26.3% 728 $71K
Sittner & Nelson, LLC 0.03% No change 720 $70K
Beacon Investment Advisory Services, Inc. 0.00% New 715 $69K
Advisortrust Partners, LLC 0.03% New 705 $68K
Cary Street Partners Investment Advisory LLC 0.02% Reduce -31.1% 690 $67K
Dunhill Financial, LLC 0.02% No change 686 $67K
Curio Wealth, LLC 0.02% No change 681 $66K
SHP Wealth Management 0.00% Add +7.4% 664 $64K
Frazier Financial Advisors, LLC 0.04% No change 661 $64K
Robinswood Financial LLC 0.02% Reduce -0.5% 641 $62K
Consultiva Wealth Management, Corp. 0.18% No change 625 $61K
Avestar Capital, LLC 0.00% No change 623 $61K
Lloyd Advisory Services, LLC. 0.02% New 621 $60K
Kingdom Financial Group LLC. 0.02% New 621 $60K
Stone House Investment Management, LLC 0.01% Reduce -2.7% 618 $60K
DecisionPoint Financial, LLC 0.01% No change 616 $60K
Kentucky Trust Co 0.03% No change 600 $58K
Summit Securities Group LLC 0.03% Reduce -93.9% 600 $58K
Pin Oak Investment Advisors Inc. 0.04% No change 575 $56K
YANKCOM Partnership 0.02% No change 576 $56K
Roxbury Financial LLC 0.05% No change 549 $53K
Ballast Advisors LLC 0.02% No change 536 $52K
WFA of San Diego, LLC 0.04% No change 535 $52K
Walsh & Associates, LLC 0.05% No change 525 $51K
Manning & Napier Advisors LLC 0.00% New 542 $51K
Kennebec Savings Bank 0.04% Reduce -12.7% 515 $50K
Nichols & Pratt Advisers LLP 0.00% No change 3,592 $50K
Ssa Swiss Advisors AG 0.02% Reduce -40.0% 510 $50K
CoreFirst Bank & Trust 0.03% Reduce -74.8% 489 $47K
Dorato Capital Management 0.03% No change 463 $47K
Ascentis Wealth Management, LLC 0.01% No change 485 $47K
Ankerstar Wealth, LLC 0.05% No change 479 $47K
Financial Freedom, LLC 0.02% No change 473 $46K
Fairscale Capital, LLC 0.03% No change 454 $44K
Strategic Wealth Advisors LLC 0.04% No change 455 $44K
Hoese & Co LLP 0.03% No change 450 $44K
Strive Financial Group ,LLC 0.02% Reduce -3.7% 444 $43K
Balentine LLC 0.00% No change 441 $43K
Arjuna Capital 0.01% New 430 $42K
Toth Financial Advisory Corp. 0.00% No change 426 $41K
Smallwood Wealth Investment Management, LLC 0.02% No change 419 $41K
Pacifica Partners Inc. 0.01% No change 412 $40K
Nemes Rush Group LLC 0.00% No change 412 $40K
Investment Research & Advisory Group, Inc. 0.01% New 403 $39K
Bogart Wealth, LLC 0.00% No change 400 $39K
Pflug Koory, LLC 0.02% No change 382 $37K
GeoWealth Management, LLC 0.00% Reduce -2.1% 380 $37K
Murphy & Mullick Capital Management Corp 0.03% Reduce -23.8% 362 $35K
First United Bank & Trust 0.01% No change 358 $35K
Signature Equity Partners, LLC 0.02% Reduce -42.7% 346 $34K
Scarborough Advisors, LLC 0.00% New 342 $33K
SYM FINANCIAL Corp 0.00% No change 334 $32K
Gill Capital Partners, LLC 0.01% New 326 $32K
IMG Wealth Management, Inc. 0.02% Add +30.2% 323 $31K
MV Capital Management, Inc. 0.00% New 317 $31K
Synergy Investment Management, LLC 0.01% New 315 $31K
Silver Grove Financial Group, Inc. 0.02% New 300 $29K
Atlas Capital Advisors Inc. 0.00% No change 299 $29K
PlanVest Financial, Inc 0.02% — 293 $28K
Greykasell Wealth Strategies, Inc. 0.01% No change 276 $27K
Hilton Head Capital Partners, LLC 0.01% No change 269 $26K
VSM Wealth Advisory, LLC 0.01% No change 263 $26K
Versant Capital Management, Inc 0.00% New 260 $25K
Granite FO LLC 0.01% No change 252 $24K
Bollard Group LLC 0.00% No change 246 $24K
SJS Investment Consulting Inc. 0.00% New 242 $24K
Opal Wealth Advisors, LLC 0.01% New 241 $23K
Foster Dykema Cabot & Partners, LLC 0.00% Reduce -11.7% 234 $23K
Winch Advisory Services, LLC 0.01% No change 228 $22K
Gleason Group, Inc. 0.00% No change 224 $22K
Hazlett, Burt & Watson, Inc. 0.01% No change 220 $21K
Minot DeBlois Advisors LLC 0.02% No change 205 $20K
Register Financial Advisors LLC 0.01% Add +64.2% 197 $19K
CKW Financial Group 0.00% Add +2.7% 189 $19K
Cheviot Value Management, LLC 0.00% No change 195 $19K
Comprehensive Financial Planning, Inc. 0.01% Add +320.0% 189 $18K
Gunpowder Capital Management, LLC dba Oliver Wealth Management 0.01% No change 189 $18K
Caitlin John, LLC 0.01% No change 185 $18K
C M Bidwell & Associates Ltd. 0.01% No change 182 $18K
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% No change 170 $17K
Mb, Levis & Associates, LLC 0.01% No change 167 $16K
J.Safra Asset Management Corp 0.00% No change 166 $16K
Daytona Street Capital LLC 0.01% Add +627.3% 160 $16K
Quest 10 Wealth Builders, Inc. 0.01% Reduce -1.9% 154 $15K
NWK Group, Inc. 0.01% No change 149 $14K
Arlington Trust Co LLC 0.00% No change 148 $14K
Maseco LLP 0.00% No change 147 $14K
Princeton Global Asset Management LLC 0.00% No change 145 $14K
Abound Financial, LLC 0.01% No change 140 $14K
Bank & Trust Co 0.01% No change 135 $13K
Highline Wealth Partners LLC 0.00% No change 127 $12K
GGM Financial LLC 0.01% No change 120 $12K
Atwood & Palmer Inc. 0.00% Add +39.3% 117 $11K
Jackson, Grant Investment Advisers, Inc. 0.00% No change 117 $11K
MPWM Advisory Solutions, LLC 0.01% Reduce -99.4% 115 $11K
Windsor Advisory Group, LLC 0.01% No change 115 $11K
Migdal Insurance & Financial Holdings Ltd. 0.00% No change 112 $11K
MRP Capital Investments, LLC 0.01% New 111 $11K
Signature Resources Capital Management, LLC 0.01% No change 110 $11K
Ashton Thomas Securities, LLC 0.00% New 110 $11K
Sawyer & Company, Inc 0.00% No change 109 $11K
KERR FINANCIAL PLANNING Corp 0.01% No change 100 $10K
Tanaka Capital Management Inc. 0.02% No change 103 $10K
Manchester Capital Management LLC 0.00% Reduce -85.5% 102 $10K
FWL Investment Management, LLC 0.00% No change 100 $10K
Ramirez Asset Management, Inc. 0.00% Reduce -75.0% 100 $10K
Horrell Capital Management, Inc. 0.00% No change 95 $9K
Covestor Ltd 0.01% Add +91.8% 94 $9K
Rossby Financial, LCC 0.00% No change 86 $8K
Clark Wealth Partners 0.01% New 80 $8K
BankChampaign, National Association 0.01% New 78 $8K
1620 Investment Advisors, Inc. 0.00% No change 72 $7K
Elevated Capital Advisors, LLC 0.00% No change 71 $7K
Kiker Wealth Management, LLC 0.00% New 64 $6K
Thompson Investment Management, Inc. 0.00% No change 62 $6K
Kilter Group LLC 0.00% No change 54 $5K
Birchwood Financial Partners, Inc. 0.01% No change 53 $5K
Clear Investment Research, LLC 0.01% New 52 $5K
Bradley & Co. Private Wealth Management, LLC 0.00% No change 42 $4K
Providence Capital Advisors, LLC 0.00% New 40 $4K
First Command Advisory Services, Inc. 0.00% New 40 $4K
MJT & Associates Financial Advisory Group, Inc. 0.00% Reduce -56.2% 39 $4K
Allianz Asset Management GmbH 0.00% Reduce -100.0% 36 $3K
Pursuit Wealth Strategies, LLC 0.00% New 30 $3K
Orion Capital Management LLC 0.00% No change 24 $2K
Integrity Financial Corp 0.00% No change 23 $2K
Burkett Financial Services, LLC 0.00% No change 20 $2K
Fourth Dimension Wealth, LLC 0.00% No change 18 $2K
Tower Research Capital LLC (TRC) 0.00% Reduce -100.0% 17 $2K
Networth Advisors, LLC 0.00% No change 15 $1K
My Portfolio Guide, LLC 0.00% — 15 $1K
Rakuten Securities, Inc. 0.00% Add +333.3% 13 $1K
Community Financial Services Group, LLC 0.00% New 10 $986
CrossGen Wealth, LLC 0.00% No change 7 $680
MBM Wealth Consultants, LLC 0.00% New 7 $680
REAP Financial Group, LLC 0.00% No change 4 $389
Bear Mountain Capital, Inc. 0.00% No change 1 $104

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