iShares MSCI Eafe ETFEFAETF

13F holders, Q2 2026 (June 30)
2,269holders +55
127new positions
71sold out
9famous investors
$103.52avg. 13F price*

At the end of Q2 2026, 2,269 institutions reported holding iShares MSCI Eafe ETF (EFA) in their 13F filings, up 55 from Q1 2026. 127 opened new positions and 71 sold out. The largest holders were BlackRock, Inc. ($9.8B), Bank of America Corp. ($4.2B) and Goldman Sachs Group Inc. ($3.4B). 9 famous investors held it, including Leon Cooperman (0.2% of Omega Advisors (Leon Cooperman)'s portfolio), Joel Greenblatt (0.0% of Gotham Asset Management's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).

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

History

Number of 13F holders

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

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions127$791.8M
Exits71$279.9M

All 13F filers, Q1 2026 → Q2 2026: 29,853,685 shares bought and 29,353,083 shares sold, net +500,602 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 2,269 holders

BlackRock, Inc. 0.15% Reduce -0.2% 94,036,634 $9.8B
Bank of America Corp. 0.27% Add +1.5% 40,238,465 $4.2B
Goldman Sachs Group Inc. 0.36% Add +6.2% 32,796,461 $3.4B
Morgan Stanley 0.17% Add +1.8% 30,454,694 $3.2B
Northern Trust Corp. 0.26% Reduce -2.7% 21,440,272 $2.2B
JPMorgan Chase & Co. 0.12% Reduce -5.8% 20,067,791 $2.1B
Wells Fargo & Company 0.29% Reduce -4.7% 16,095,002 $1.7B
UBS Group AG 0.20% Reduce -15.3% 12,331,932 $1.3B
Royal Bank of Canada 0.19% Add +3.0% 10,969,164 $1.1B
Northwestern Mutual Investment Management Company, LLC 12.69% Reduce -7.7% 10,419,892 $1.1B
FMR LLC 0.04% Reduce -1.3% 8,501,459 $883.1M
PNC Financial Services Group, Inc. 0.43% Reduce -0.1% 8,393,669 $871.9M
TD Asset Management Inc 0.75% Reduce -8.8% 8,346,135 $867.0M
Bank of New York Mellon Corp 0.13% Add +0.1% 7,866,768 $817.2M
Envestnet Asset Management Inc. 0.18% Add +10.9% 7,285,707 $756.8M
US Bancorp \de 0.80% Reduce -0.6% 7,091,487 $736.7M
Jones Financial Companies LLLP 0.27% Add +4.3% 6,626,048 $680.0M
Bessemer Group Inc. 0.91% Add +14.3% 6,387,562 $663.5M
AlTi Global, Inc. 12.57% Reduce -5.9% 5,853,778 $608.1M
LPL Financial LLC 0.13% Add +0.3% 5,668,075 $588.8M
Truist Financial Corp. 0.59% Reduce -0.7% 4,742,255 $492.6M
Bank of Montreal 0.18% Add +0.1% 4,674,517 $485.6M
Citigroup Inc. 0.19% Add +76.9% 3,866,685 $401.7M
Raymond James Financial Inc. 0.11% Reduce -0.4% 3,801,560 $394.9M
Fifth Third Bancorp 0.63% Add +0.5% 3,752,543 $389.8M
Ameriprise Financial Inc. 0.07% Reduce -14.6% 3,289,484 $342.0M
Rockefeller Capital Management L.P. 0.51% Add +4.2% 3,218,966 $334.4M
Natixis Advisors, LLC 0.35% Reduce -8.6% 3,012,272 $312.9M
Sand Hill Global Advisors, LLC 9.37% Reduce -0.8% 2,996,113 $311.2M
Mariner, LLC 0.31% Reduce -7.5% 2,891,642 $300.4M
Hackensack Meridian Health, Inc. 19.81% Add +18.5% 2,823,932 $293.4M
Mackenzie Financial Corp. 0.28% Add +5.5% 2,665,967 $276.9M
Northwestern Mutual Wealth Management Co. 0.14% Add +3.5% 2,541,735 $264.0M
Flow Traders U.S. LLC 10.58% New 2,466,270 $256.2M
Badgley Phelps Wealth Managers, LLC 4.20% Add +2.1% 2,307,217 $239.7M
Regions Financial Corp. 1.35% Add +4.9% 2,178,289 $226.3M
Susquehanna International Group, LLP 0.19% Reduce -27.5% 2,078,499 $215.9M
Cullen/Frost Bankers, Inc. 2.09% Add +1.3% 2,040,031 $211.9M
Creative Planning 0.12% Reduce -2.3% 2,039,695 $211.9M
Prudential Financial Inc. 0.23% Add +3.8% 2,029,382 $210.8M
CIBC Bancorp USA Inc. 0.26% Add +9.5% 2,008,148 $208.2M
Jane Street Group, LLC 0.13% Add +250.8% 2,001,202 $207.9M
Hirtle & Co., LLC 7.20% Reduce -0.9% 1,980,601 $205.7M
Barclays PLC 0.06% Reduce -14.8% 1,891,212 $196.5M
Cetera Investment Advisers 0.17% Add +2.5% 1,795,591 $186.5M
Cerity Partners LLC 0.21% Add +19.4% 2,008,850 $175.6M
Osaic Holdings, Inc. 0.21% Add +11.7% 1,679,951 $174.5M
HighTower Advisors, LLC 0.17% Add +0.7% 1,680,238 $174.5M
Corient Private Wealth LP 0.24% Reduce -18.3% 1,655,900 $172.0M
Focus Partners Wealth 0.17% Add +0.6% 1,598,642 $166.1M
M&T Bank Corp 0.48% Reduce -0.7% 1,590,240 $165.2M
Financial Engines Advisors L.L.C. 0.29% Add +1.7% 1,576,309 $163.7M
Keybank National Association 0.53% Reduce -1.7% 1,542,820 $160.3M
Mercer Global Advisors Inc. 0.20% Reduce -6.9% 1,520,294 $157.9M
Baird Financial Group, Inc. 0.21% Reduce -1.1% 1,494,850 $155.3M
Stifel Financial Corp. 0.13% Reduce -2.4% 1,477,918 $153.5M
Tiaa-Cref Individual & Institutional Services, LLC 0.53% Add +4.5% 1,473,034 $153.0M
Old Mission Capital LLC 3.83% New 1,446,895 $150.3M
SG Americas Securities, LLC 0.08% Add +161.2% 1,378,940 $143.2M
Bailard, Inc. 2.71% Add +0.7% 1,283,581 $133.3M
Captrust Financial Advisors 0.20% Reduce -3.1% 1,275,923 $132.5M
Arvest Bank Trust Division 6.40% Reduce -2.8% 1,264,357 $131.3M
Pathstone Holdings, LLC 0.38% Add +28.4% 1,244,155 $129.2M
Prosperity Consulting Group, LLC 4.53% Add +3.5% 1,151,840 $119.7M
Bank of Nova Scotia 0.18% Reduce -29.0% 1,149,536 $119.4M
Blair William & Co. 0.27% Add +3.8% 994,809 $103.3M
WoodTrust Financial Corp 11.87% Reduce -3.1% 961,159 $99.8M
Brown Advisory Inc. 0.15% Reduce -6.4% 937,791 $97.4M
Becker Capital Management Inc. 2.60% Add +3.6% 929,434 $96.5M
Commonwealth Equity Services, LLC 0.12% Reduce -7.8% 927,177 $96.3M
State Board of Administration of Florida Retirement System 0.16% Reduce -37.7% 922,952 $95.9M
Glenmede Trust Co. NA 0.41% Reduce -0.8% 900,901 $93.6M
Commerce Bank 0.41% Add +0.5% 900,221 $93.5M
Stock Yards Bank & Trust Co. 2.60% Add +3.1% 874,038 $90.8M
CIBC Asset Management Inc 0.20% Reduce -20.0% 872,310 $90.6M
Capital International Investors 0.02% Reduce -38.4% 862,299 $89.2M
Franklin Resources Inc. 0.02% Add +17.6% 856,985 $89.0M
STRS Ohio 0.33% Add +577.8% 853,756 $88.7M
Pinnacle Financial Partners, Inc. 0.60% Add +1.0% 842,582 $87.5M
Linscomb Wealth, Inc. 3.75% Reduce -4.9% 833,150 $86.5M
BNP Paribas Financial Markets 0.04% Reduce -53.9% 810,792 $84.2M
National Bank of Canada 0.07% Add +1546.1% 791,726 $82.3M
Annis Gardner Whiting Capital Advisors, LLC 12.28% Reduce -0.1% 787,607 $81.8M
Sanctuary Advisors, LLC 0.38% Add +13.9% 778,613 $80.9M
Ensign Peak Advisors, Inc 0.13% No change 778,595 $80.9M
Greenfield FTC, Inc. 10.95% Add +170.3% 774,023 $80.4M
MML Investors Services, LLC 0.16% Add +16.1% 771,228 $80.1M
Confluence Wealth Services, Inc. 2.26% Add +19.5% 762,478 $79.2M
Bokf, NA 1.09% Reduce -17.3% 760,147 $79.0M
Cresset Asset Management, LLC 0.28% Add +1.8% 729,064 $75.7M
Wealth Enhancement Advisory Services, LLC 0.12% Add +2.6% 710,193 $73.4M
AMG National Trust Bank 1.49% Reduce -8.3% 694,941 $72.2M
Wilmington Savings Fund Society, FSB 1.60% Add +16.5% 691,236 $71.8M
NorthRock Partners, LLC 1.03% Reduce -0.4% 681,246 $70.8M
Capitolis Liquid Global Markets LLC 0.31% New 680,500 $70.7M
BIP Wealth, LLC 1.99% Add +11.5% 675,556 $70.2M
Destination Wealth Management 1.63% Add +2.4% 673,331 $69.9M
Janney Montgomery Scott LLC 0.13% Reduce -9.6% 661,073 $68.7M
Hancock Whitney Corp. 1.14% Reduce -6.0% 656,464 $68.2M
Miller Investment Management, LP 6.16% Reduce -0.4% 649,538 $67.5M
Trustmark Bank Trust Department 3.89% Reduce -0.3% 629,126 $65.4M
Beacon Pointe Advisors, LLC 0.30% Reduce -2.6% 626,173 $65.0M
TD Private Client Wealth LLC 1.17% Add +5.2% 611,249 $63.5M
SCS Capital Management LLC 0.60% Add +9.9% 610,352 $63.4M
Deutsche Bank AG 0.02% Reduce -0.9% 609,701 $63.3M
Valeo Financial Advisors, LLC 1.34% Reduce -0.1% 608,798 $63.2M
First Horizon Corp. 2.43% Add +0.0% 608,298 $63.2M
MetLife Investment Management, LLC 0.29% Add +20.3% 606,500 $63.0M
Cambridge Investment Research Advisors, Inc. 0.14% Add +6.6% 602,592 $62.6M
Prime Capital Investment Advisors, LLC 0.59% Add +2.9% 588,054 $61.1M
Wealthspire Advisors, LLC 0.33% Add +4.5% 580,559 $60.3M
MassMutual Private Wealth & Trust, FSB 1.54% Reduce -5.3% 574,755 $59.7M
HSBC Holdings PLC 0.03% Reduce -1.4% 575,294 $59.6M
Bontempo Ohly Capital Mgmt LLC 25.27% Add +0.1% 571,238 $59.3M
Johnson Investment Counsel Inc. 0.43% Add +2.6% 563,443 $58.5M
Mondrian Investment Partners LTD 0.90% Reduce -36.0% 560,248 $58.2M
Cibc World Market Inc. 0.10% Reduce -0.7% 560,150 $58.2M
1ST Source Bank 2.60% Add +10.3% 553,118 $57.5M
Accredited Investors Inc. 2.45% Reduce -4.5% 546,667 $56.8M
Savant Capital, LLC 0.16% Add +4.4% 539,407 $56.1M
BTC Capital Management, Inc. 3.39% Add +4.8% 536,747 $55.8M
NewEdge Wealth, LLC 0.56% Add +3.4% 533,044 $55.4M
Fiducient Advisors LLC 7.92% Add +1.9% 532,654 $55.3M
Ryan Investment Management, Inc. 24.92% Add +41.8% 529,994 $55.1M
Clearstead Advisors, LLC 0.52% Add +3.6% 529,778 $55.0M
Thrivent Financial for Lutherans 0.09% Add +26.3% 529,579 $54.9M
Alliancebernstein L.P. 0.02% Add +10.3% 564,968 $54.9M
Modera Wealth Management, LLC 0.58% Reduce -1.5% 525,215 $54.6M
Toronto Dominion Bank 0.09% Add +118.0% 522,529 $53.8M
First National Bank of Omaha 1.49% Reduce -1.5% 509,296 $52.7M
Fiera Capital Corp 0.19% Reduce -0.7% 501,643 $52.1M
Schonfeld Strategic Advisors LLC 0.28% New 500,000 $51.9M
IFG Advisors, LLC 7.07% Add +0.8% 493,375 $51.3M
Wit, LLC 0.81% No change 491,177 $51.0M
LBMC Investment Advisors, LLC 2.76% Reduce -0.4% 486,616 $50.5M
Atria Investments, Inc 0.51% Reduce -18.6% 486,087 $50.5M
Choreo, LLC 0.55% Reduce -6.3% 479,052 $49.8M
Millennium Management 0.03% Add +227.4% 478,517 $49.7M
Citizens Financial Group Inc. 0.59% Reduce 0.0% 473,434 $49.2M
State Street Corp. 0.00% Add +141.1% 466,249 $48.4M
Nearwater Capital Markets, Ltd 0.83% New 465,000 $48.3M
Fluent Financial, LLC 17.09% Add +97.9% 460,833 $47.9M
Nisa Investment Advisors, LLC 0.15% No change 459,150 $47.7M
Principal Financial Group Inc. 0.02% Reduce -18.7% 444,305 $46.2M
MAI Capital Management 0.17% Add +6.5% 436,703 $45.4M
HT Partners LLC 12.50% Reduce -3.6% 434,456 $45.1M
OMERS ADMINISTRATION Corp 0.26% No change 420,175 $43.6M
Redwood Investment Management, LLC 4.32% Reduce -0.8% 419,150 $43.5M
Concurrent Investment Advisors, LLC 0.37% Add +9.6% 418,507 $43.5M
Greenleaf Trust 0.42% Reduce -2.1% 416,146 $43.2M
Allspring Global Investments Holdings, LLC 0.07% Reduce -10.4% 416,137 $42.9M
Coastline Trust Co 3.80% Add +3.7% 412,460 $42.8M
First Pacific Financial 5.10% Add +2.5% 411,859 $42.8M
Grant Street Asset Management, Inc. 6.96% Add +1.7% 408,733 $42.5M
MainStreet Investment Advisors LLC 5.73% Reduce -2.2% 404,826 $42.1M
Bleakley Financial Group, LLC 0.53% Add +67.5% 401,640 $41.7M
A&I Financial Services, LLC 18.10% New 400,128 $41.6M
Strategic Wealth Partners, Ltd. 2.57% Add +1.2% 399,214 $41.5M
Ballentine Partners, LLC 0.50% Reduce -0.1% 391,817 $40.7M
AQR Capital Management 0.01% Add +22.4% 390,245 $40.5M
Curi Capital, LLC 0.62% Add +1.7% 387,025 $40.2M
First Commonwealth Financial Corp 5.59% Add +3.8% 384,567 $39.9M
DT Investment Partners, LLC 2.87% Reduce -3.9% 370,143 $38.5M
Dynasty Wealth Management, LLC 0.28% Add +3.8% 368,411 $38.3M
Moneta Group Investment Advisors LLC 0.28% Add +0.3% 367,450 $38.2M
Mesirow Financial Investment Management, Inc. 0.60% Reduce -49.3% 366,884 $38.1M
Unique Wealth, LLC 4.37% Add +0.7% 360,925 $37.5M
Composition Wealth, LLC 0.43% Add +0.8% 356,664 $37.1M
StoneX Group Inc. 1.49% Add +3.4% 354,786 $36.9M
Paulson Wealth Management Inc. 7.77% Reduce -4.8% 352,626 $36.6M
Equitable Holdings, Inc. 0.21% Reduce -21.8% 346,402 $36.0M
National Philanthropic Trust 0.51% Add +51.0% 340,191 $35.3M
New Harbor Financial Group, LLC 5.58% Add +3.7% 337,374 $35.0M
DRW Securities, LLC 2.09% Add +46.7% 336,613 $35.0M
Kestra Advisory Services, LLC 0.11% Reduce -8.6% 336,232 $34.9M
Laird Norton Wetherby Trust Company, LLC 0.66% Add +0.3% 328,250 $34.1M
Lazard Asset Management LLC 0.05% Add +316.5% 326,181 $33.9M
Retirement Systems of Alabama 0.10% No change 325,864 $33.9M
Brewster Financial Planning LLC 18.57% Reduce -0.5% 325,592 $33.8M
Valmark Advisers, Inc. 0.36% Add +1.4% 323,896 $33.6M
Kayne Anderson Rudnick Investment Management LLC 0.10% Reduce -23.9% 322,532 $33.5M
Ieq Capital, LLC 0.15% Reduce -29.4% 313,036 $32.5M
Painted Porch Advisors LLC 14.18% Reduce -4.5% 312,257 $32.4M
Colton Groome Financial Advisors, LLC 7.83% Add +6.6% 311,828 $32.4M
Lido Advisors, LLC 0.12% Reduce -0.6% 311,358 $32.3M
Pittenger & Anderson Inc. 1.15% Add +3.0% 310,192 $32.2M
Allie Family Office LLC 11.93% Add +4.3% 309,203 $32.1M
Keel Point, LLC 1.90% Reduce -21.9% 308,982 $32.1M
Oppenheimer Asset Management Inc. 0.33% Add +12.3% 308,434 $32.0M
HB Wealth Management, LLC 0.18% Add +4.0% 305,287 $31.7M
Jasper Ridge Partners, L.P. 0.68% No change 304,801 $31.7M
Courier Capital LLC 1.58% Add +2.3% 304,792 $31.7M
Waverly Advisors, LLC 0.18% Add +1.9% 304,435 $31.6M
Summit Trail Advisors, LLC 0.40% Add +1.8% 303,165 $31.5M
Verger Capital Management LLC 9.05% Reduce -2.9% 297,494 $30.9M
&partners 0.12% Add +6.0% 292,096 $30.3M
GFS Advisors, LLC 3.20% Reduce -89.0% 9,032 $30.0M
Arbor Investment Advisors, LLC 3.40% Add +0.4% 288,795 $30.0M
71 West Capital Partners 1.02% Add +0.6% 285,242 $29.6M
Stephens Inc. 0.33% Add +4.4% 283,139 $29.4M
Tanglewood Wealth Management, Inc. 2.48% Add +2.5% 281,224 $29.2M
D.A. Davidson & Co. 0.16% Add +2.4% 279,641 $29.0M
Stairway Partners, LLC 1.36% Reduce -3.1% 278,614 $28.9M
Latigo Investments, LLC 12.90% No change 278,590 $28.9M
Idaho Trust Co 8.26% Add +2.5% 272,083 $28.3M
Flputnam Investment Management Co. 0.33% Add +10.6% 266,958 $27.7M
EP Wealth Advisors, LLC 0.11% Reduce -0.3% 265,803 $27.6M
Clear Creek Financial Management, LLC 1.74% Add +3.1% 260,004 $27.0M
Silvercrest Asset Management Group LLC 0.18% Reduce -1.4% 259,607 $27.0M
Red Cedar Investment Management, LLC 2.54% Add +0.5% 258,485 $26.9M
LMCG Investments, LLC 1.43% Reduce -7.1% 257,583 $26.8M
Cornerstone Management, Inc. 3.84% Add +0.8% 256,665 $26.7M
Prosperity Planning, Inc. 8.51% Add +2.3% 255,360 $26.5M
Arrien Investments, Inc. 13.32% Reduce -2.0% 254,325 $26.4M
Napier Financial, LLC 5.41% Add +0.2% 250,152 $26.0M
Yousif Capital Management, LLC 0.29% Add +27.3% 246,051 $25.6M
Geneos Wealth Management Inc. 0.52% Reduce -0.3% 245,111 $25.5M
Quest Investment Management LLC 2.97% Add +1.7% 244,709 $25.4M
Tandem Wealth Advisors LLC 10.10% Add +4.0% 244,341 $25.4M
Acadian Asset Management LLC 0.03% Add +34.4% 242,656 $25.2M
Brighton Jones LLC 0.46% Add +1.3% 240,359 $25.0M
Washington Trust Bank 1.73% Add +77.0% 237,804 $24.7M
Nuveen, LLC 0.01% Add +28.8% 236,722 $24.6M
Vestor Capital, LLC 1.54% Reduce -16.5% 239,240 $24.5M
Steward Partners Investment Advisory, LLC 0.12% Add +2.0% 234,469 $24.4M
Parallel Advisors, LLC 0.37% Add +2.7% 234,167 $24.3M
Orion Porfolio Solutions, LLC 0.19% Reduce -7.0% 233,298 $24.2M
Bryn Mawr Trust Advisors, LLC 1.04% Add +43.3% 229,188 $23.8M
Aristotle Capital Management, LLC 0.05% Reduce -51.0% 228,865 $23.8M
Midwest Trust Co 0.27% Add +3.8% 227,292 $23.6M
Verdence Capital Advisors LLC 1.24% Reduce -9.0% 227,193 $23.6M
Portland Global Advisors LLC 2.23% Reduce -3.2% 225,974 $23.5M
Cape Ann Savings Bank 11.03% Add +0.2% 225,487 $23.4M
Oppenheimer & Co. Inc. 0.25% Reduce -1.0% 222,103 $23.1M
Private Advisor Group, LLC 0.10% Add +4.1% 220,463 $22.9M
Csenge Advisory Group 0.91% Add +26.4% 216,265 $22.5M
Financial & Tax Architects, LLC 4.72% Add +2.5% 215,339 $22.4M
Fiduciary Trust Co 0.24% Reduce -0.9% 214,817 $22.3M
State of Wyoming 2.23% Add +0.0% 212,452 $22.1M
Jain Global LLC 0.28% Reduce -19.3% 210,534 $21.9M
Venturi Wealth Management, LLC 0.84% Add +3.1% 209,938 $21.8M
Aries Wealth Management 4.27% Add +6.5% 209,435 $21.8M
Savvy Advisors, Inc. 0.46% Add +0.5% 207,040 $21.5M
Brown Brothers Harriman & Co. 0.09% Reduce -21.5% 206,830 $21.5M
Salomon & Ludwin, LLC 1.75% Reduce -2.4% 206,707 $21.3M
Bluespring Wealth Management, LLC 0.40% Add +59.2% 200,836 $20.9M
Taikang Asset Management (Hong Kong) Co Ltd 1.88% No change 198,844 $20.7M
OpenArc Corporate Advisory, LLC 0.24% Add +6.3% 197,397 $20.5M
Manufacturers Life Insurance Company, The 0.02% Reduce -29.7% 195,174 $20.3M
Ethos Financial Group, LLC 1.36% Add +5.3% 195,117 $20.3M
Strategies Wealth Advisors, LLC 1.80% Reduce -2.0% 194,097 $20.2M
Wealth Advisory Solutions, LLC 4.12% Reduce -2.9% 193,267 $20.1M
Caprock Group, LLC 0.38% New 190,867 $19.8M
Axxcess Wealth Management, LLC 0.31% New 189,942 $19.7M
Scotia Capital Inc. 0.07% Reduce -0.7% 188,270 $19.6M
Fifth Third Wealth Advisors LLC 0.54% Reduce -0.7% 187,093 $19.4M
Park Avenue Securities LLC 0.12% Add +49.3% 185,638 $19.3M
Hilltop National Bank 4.11% Add +1.3% 185,481 $19.3M
ODonnell Financial Services, LLC 5.65% Add +7.5% 184,808 $19.2M
DV Equities, LLC 2.78% — 184,394 $19.2M
Heartwood Wealth Advisors LLC 1.48% Add +1.3% 183,951 $19.1M
Bradley Foster & Sargent Inc. 0.27% Add +4.5% 183,947 $19.1M
Hantz Financial Services, Inc. 0.26% Reduce -0.3% 183,797 $19.1M
QRG Capital Management, Inc. 0.16% Add +15.0% 183,559 $19.1M
Lepercq De Neuflize Asset Management LLC 12.15% No change 183,230 $19.0M
Evercore Wealth Management, LLC 0.27% Add +1.4% 181,663 $18.9M
Maryland State Retirement & Pension System 0.32% Add +141.7% 180,946 $18.8M
Calamos Wealth Management LLC 0.58% Reduce -0.2% 180,726 $18.8M
Constellation Investments, Inc. 0.59% Reduce -4.6% 179,699 $18.7M
Bartlett & Co. Wealth Management LLC 0.23% Add +1.3% 179,365 $18.6M
Anb Bank 6.95% Add +12.2% 179,275 $18.6M
Advisory Services Network, LLC 0.21% Add +27.6% 177,614 $18.5M
Pitti Group Wealth Management, LLC 13.37% Add +0.6% 176,688 $18.4M
Ted Buchan & Co 5.94% Add +1.2% 174,931 $18.2M
Fort Point Capital Partners LLC 1.93% Add +0.6% 173,992 $18.1M
Drucker Wealth 3.0, LLC 2.84% Reduce -10.4% 172,907 $18.0M
Quent Capital, LLC 1.10% Reduce -0.5% 172,870 $18.0M
Whittier Trust Co. 0.18% Add +3.3% 169,509 $17.9M
IHT Wealth Management, LLC 0.38% Add +0.3% 171,999 $17.9M
SteelPeak Wealth, LLC 0.46% Reduce -10.2% 168,692 $17.5M
Mather Group, Llc. 0.15% Reduce -0.7% 168,326 $17.5M
Canandaigua National Bank & Trust Co. 1.47% — 168,040 $17.5M
IFP Advisors, Inc 0.31% Add +1.3% 165,876 $17.2M
Corundum Group, Inc. 5.08% Add +1.5% 164,969 $17.1M
MCF Advisors LLC 0.61% Add +1.1% 164,941 $17.1M
AAFMAA Wealth Management & Trust LLC 5.91% Add +0.0% 163,088 $16.9M
Gotham Asset Management 0.04% Add +19.0% 161,612 $16.8M
Avidian Wealth Enterprises, LLC 0.46% Add +9.7% 161,113 $16.7M
J.W. Cole Advisors, Inc. 0.29% New 160,300 $16.7M
Fidelis Capital Partners, LLC 0.95% Add +14.9% 158,788 $16.5M
Parkside Financial Bank & Trust 1.12% Reduce -1.4% 158,028 $16.4M
Integrity Alliance, Llc. 0.51% Add +3.9% 157,543 $16.4M
Patton Fund Management, Inc. 3.52% Reduce -3.9% 156,767 $16.3M
Martin & Co. Inc. 2.53% Add +0.2% 156,127 $16.2M
iA Global Asset Management Inc. 0.19% Reduce -5.0% 155,519 $16.2M
Oxford Financial Group, LTD. LLC 0.82% Reduce -5.7% 155,236 $16.1M
EverSource Wealth Advisors, LLC 0.54% Add +6.5% 154,929 $16.1M
Emerald Investment Advisers, LLC 1.07% No change 154,263 $16.0M
Hills Bank & Trust Co 0.68% Reduce -4.9% 153,988 $16.0M
Waters Parkerson & Co., LLC 0.79% Add +2.0% 153,283 $15.9M
Massachusetts Financial Services Co. 0.01% Add +159.7% 152,387 $15.8M
TCTC Holdings, LLC 0.41% Reduce -1.2% 151,846 $15.8M
UMB Bank, n.a. 0.20% Reduce -4.9% 151,252 $15.7M
Perigon Wealth Management, LLC 0.25% Add +2.0% 149,204 $15.5M
Dimension Capital Management LLC 1.82% Add +1.0% 149,059 $15.5M
HMS Capital Management, LLC 5.79% Reduce -0.1% 149,005 $15.5M
Diversified Trust Co. 0.25% Add +1.5% 148,235 $15.4M
Rwa Wealth Partners, LLC 0.15% Add +1.1% 148,104 $15.4M
Diversified Management Inc. 3.28% Reduce -0.1% 147,913 $15.4M
Shulman DeMeo Asset Management LLC 2.83% Add +0.7% 145,883 $15.2M
Wesbanco Bank Inc. 0.37% Add +3.7% 144,407 $15.0M
Baker Avenue Asset Management, LP 0.28% Add +5.4% 142,948 $14.8M
Whittier Trust Co. of Nevada Inc. 0.28% Reduce -2.8% 142,338 $14.8M
Brickley Wealth Management 2.10% No change 140,863 $14.6M
Cambiar Investors LLC 0.63% Reduce -40.7% 140,573 $14.6M
Presper Financial Architects, LLC 7.61% Add +1.6% 140,351 $14.6M
Avity Investment Management Inc. 0.93% Reduce -1.4% 139,868 $14.5M
LWM Advisors Inc. 12.41% Reduce -0.6% 139,800 $14.5M
Noble Family Wealth, LLC 2.59% No change 139,167 $14.5M
Gray Private Wealth, LLC 6.22% Add +9.1% 138,509 $14.4M
RVW Wealth, LLC 0.95% Reduce -2.6% 138,439 $14.4M
Darwin Wealth Management, LLC 3.92% Add +3.2% 137,912 $14.3M
Harvest Investment Advisors, LLC 7.10% Add +0.4% 137,673 $14.3M
Personal Cfo Solutions, LLC 2.07% Add +1848.4% 137,598 $14.3M
Waterway Wealth Management, LLC 2.91% Reduce -7.0% 137,342 $14.3M
Antonelli Financial Advisors, LLC 9.74% Reduce -9.5% 136,795 $14.2M
Vanguard National Trust Co 0.77% Reduce -0.5% 136,326 $14.2M
Chesley Taft & Associates LLC 0.55% No change 135,426 $14.1M
GLOBALT Investments LLC / GA 0.47% Reduce -1.9% 135,150 $14.0M
AdvisorNet Financial, Inc 0.64% Add +5.5% 134,811 $14.0M
Farther Finance Advisors, LLC 0.11% Add +35.3% 133,998 $13.9M
Envestnet Portfolio Solutions, Inc. 0.07% Add +117.2% 132,355 $13.7M
Ironwood Investment Management LLC 4.73% Add +5.0% 131,779 $13.7M
Little House Capital LLC 3.07% Add +2.7% 131,422 $13.7M
NewEdge Advisors, LLC 0.04% Reduce -2.1% 130,892 $13.6M
Federated Hermes, Inc. 0.02% Reduce -20.8% 129,800 $13.5M
OFS Enterprise LLC 3.43% Add +0.9% 129,400 $13.4M
Amarillo National Bank 2.14% Reduce -0.3% 128,420 $13.3M
LGL Partners, LLC 4.88% Reduce -0.7% 128,370 $13.3M
Independence Bank of Kentucky 1.49% Reduce -0.8% 127,608 $13.3M
Constant Guidance Financial LLC 8.28% Add +33.1% 126,969 $13.2M
TD Waterhouse Canada Inc. 0.03% Add +4.7% 127,379 $13.1M
Precedent Wealth Partners, LLC 2.18% Add +2.9% 126,313 $13.1M
Spire Wealth Management 0.40% Reduce -1.7% 126,219 $13.1M
United Capital Financial Advisors, LLC 0.07% Add +3.6% 123,569 $12.8M
American Alpha Advisors, LLC 7.59% Add +3.2% 123,459 $12.8M
Torrey-Payne Wealth Management, LLC 10.51% Add +1.1% 123,016 $12.8M
Mycio Wealth Partners, LLC 2.38% Reduce -3.5% 122,608 $12.7M
Thornburg Investment Management Inc. 0.12% Reduce -4.6% 122,310 $12.7M
Sterling Group Wealth Management, LLC 5.20% Reduce -10.7% 122,087 $12.7M
Corepath Wealth Partners LLC 7.72% Add +1.7% 119,686 $12.4M
IMA Advisory Services, Inc. 0.77% Add +56.8% 118,540 $12.3M
Allworth Financial LP 0.05% Reduce -31.6% 117,474 $12.2M
Titleist Asset Management, LLC 0.82% Add +7.4% 117,379 $12.2M
All Terrain Financial Advisors, LLC 2.56% Add +58.6% 117,231 $12.2M
Aua Capital Management, LLC 5.61% Reduce -1.1% 116,496 $12.1M
Crestwood Advisors Group, LLC 0.18% Reduce -1.8% 116,468 $12.1M
Metropolitan Life Insurance Co 3.38% No change 116,347 $12.1M
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 2.60% Reduce -6.3% 116,290 $12.1M
Coldstream Capital Management Inc. 0.15% Reduce -2.4% 116,164 $12.1M
Elevatus Welath Management 2.92% Add +288.1% 115,675 $12.0M
Canton Hathaway, LLC 2.30% No change 115,649 $12.0M
Mizuho Markets Americas LLC 0.21% New 114,950 $11.9M
Squarepoint Ops LLC 0.02% Add +361.2% 114,494 $11.9M
Level Four Advisory Services, LLC 0.34% Add +38.4% 114,479 $11.9M
Simmons Bank 0.68% Add +2.8% 113,954 $11.8M
Mechanics Financial Corp 4.20% Reduce -1.2% 112,998 $11.7M
WASHINGTON TRUST Co 0.36% Add +0.4% 111,893 $11.6M
TIAA Wealth Investment Management LLC 0.08% Add +289.8% 111,786 $11.6M
Gateway Investment Advisers LLC 0.11% No change 111,223 $11.6M
Point72 Asset Management 0.02% New 111,048 $11.5M
WCM Investment Management, LLC 0.02% Add +13.5% 111,461 $11.5M
Arkadios Wealth Advisors 0.18% Reduce -2.1% 110,535 $11.5M
Ehrenkranz Partners L.P. 6.62% Add +282.0% 110,458 $11.5M
Arax Advisory Partners 0.08% Add +127.1% 110,196 $11.4M
Private Wealth Asset Management, LLC 1.10% Reduce -2.7% 109,688 $11.4M
Checchi Capital Advisers, LLC 0.72% Reduce -3.2% 109,369 $11.4M
Elevation Point Wealth Partners, LLC 0.21% Add +6.8% 109,345 $11.4M
Hoge Financial Services, LLC 5.43% Add +0.2% 109,261 $11.4M
Great Valley Advisor Group, Inc. 0.18% Add +19.4% 109,158 $11.3M
Nepc LLC 0.21% Reduce -10.6% 108,493 $11.3M
Conning Inc. 0.35% No change 108,490 $11.3M
Freestone Capital Holdings, LLC 0.29% Reduce -3.8% 108,282 $11.2M
Venture Visionary Partners LLC 0.31% Add +1.9% 108,215 $11.2M
Insigneo Advisory Services, LLC 0.42% Add +660.8% 107,973 $11.2M
Okabena Investment Services Inc. 1.99% Add +2.4% 107,214 $11.1M
Summit Financial, LLC 0.12% Add +6.6% 107,048 $11.1M
Nixon Peabody Trust Co. 0.78% Add +3.3% 106,691 $11.1M
Ascent Group, LLC 0.33% Add +0.7% 106,628 $11.1M
Capital Analysts, LLC 0.25% Reduce -1.1% 106,413 $11.1M
Sage Financial Management Group, Inc. 3.03% Reduce -1.0% 106,104 $11.0M
Federation des caisses Desjardins du Quebec 0.03% Reduce -3.9% 105,653 $11.0M
Madden Advisory Services, Inc. 3.93% Add +0.7% 105,547 $11.0M
Fulton Bank, N.A. 0.33% Add +0.6% 104,671 $10.9M
Grove Bank & Trust 1.07% Add +2.6% 103,773 $10.8M
Sincerus Advisory, LLC 7.30% Add +1.8% 103,542 $10.8M
Alamar Capital Management, LLC 5.41% Reduce -2.2% 102,978 $10.7M
Heritage Investors Management Corp. 0.29% Reduce -9.9% 102,515 $10.6M
Citizens Business Bank 1.59% Add +0.5% 101,959 $10.6M
Quantinno Capital Management LP 0.01% Reduce -13.3% 100,948 $10.5M
Angeles Wealth Management, LLC 0.48% Add +44.5% 100,725 $10.5M
Arbor Trust Wealth Advisors, LLC 4.21% Reduce -8.2% 100,579 $10.4M
Parisi Gray Wealth Management 2.14% Reduce -0.7% 100,528 $10.4M
Granby Capital Management, LLC 5.42% No change 100,000 $10.4M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.22% Add +0.2% 99,527 $10.3M
Walleye Trading LLC 0.14% Reduce -37.8% 99,322 $10.3M
One Capital Management, LLC 0.28% No change 105,248 $10.2M
Panagora Asset Management Inc. 0.03% Add +61.2% 98,253 $10.2M
Arvest Investments, Inc. 1.22% Reduce -1.4% 97,426 $10.1M
First Financial Bank - Trust Division 0.72% Reduce -0.8% 96,771 $10.1M
Provenance Wealth Advisors, LLC 0.96% Add +0.0% 96,509 $10.0M
Diametric Capital, LP 1.06% New 96,265 $10.0M
Procyon Advisors, LLC 0.43% Reduce -1.9% 96,106 $10.0M
Arcadia Investment Advisors LLC 4.21% Reduce -1.7% 96,077 $10.0M
Lodestar Private Asset Management LLC 0.86% Add +2.6% 95,299 $9.9M
Orin Green Financial, LLC 3.65% Reduce -1.9% 95,203 $9.9M
Horizon Bancorp Inc. 4.63% Reduce -3.1% 95,132 $9.9M
Atlantic Union Bankshares Corp 0.17% Add +1.5% 95,125 $9.9M
CANADA LIFE ASSURANCE Co 0.02% Add +296.6% 94,773 $9.8M
BOK Financial Private Wealth, Inc. 0.50% Reduce -0.2% 94,196 $9.8M
Financial Enhancement Group LLC 1.17% Reduce -1.8% 93,937 $9.8M
Old National Bancorp 0.19% Add +7.3% 93,874 $9.8M
Chicago Partners Investment Group LLC 0.20% Add +4.4% 94,696 $9.7M
Avior Wealth Management, LLC 0.25% Reduce -1.7% 92,906 $9.7M
4Thought Financial Group Inc. 4.52% Add +3.7% 92,594 $9.6M
United Community Bank 2.97% Reduce -0.4% 92,548 $9.6M
NBH Bank 4.05% — 92,429 $9.6M
Oasis Advisors, LLC 6.21% Reduce -98.5% 92,108 $9.6M
Callan Family Office, LLC 0.19% Reduce -0.2% 91,798 $9.5M
Robertson Stephens Wealth Management, LLC 0.23% Reduce -1.6% 91,686 $9.5M
Blankinship & Foster, LLC 1.91% Add +0.3% 91,276 $9.5M
Financial Advisors Network, Inc. 1.16% Reduce -1.8% 91,145 $9.5M
Connors Investor Services Inc. 0.82% Add +7.7% 90,905 $9.4M
Foundation Wealth Management, LLC\PA 2.85% Add +14.1% 90,900 $9.4M
Prospera Financial Services Inc 0.14% Add +1.5% 90,232 $9.4M
Capital Advantage, Inc. 1.14% Reduce -3.3% 90,234 $9.4M
Nicolet Bankshares Inc. 0.30% Reduce -0.5% 89,859 $9.3M
Pure Financial Advisors, LLC 0.12% Reduce -8.3% 89,781 $9.3M
Whitegate Investment Counselors, Inc. 2.65% Add +0.9% 89,573 $9.3M
Murphy, Middleton, Hinkle & Parker, Inc. 3.78% Add +3.9% 89,481 $9.3M
Prism Advisors, Inc. 2.25% Reduce -2.9% 89,211 $9.3M
Credit Agricole S A 0.02% Add +8.9% 89,116 $9.3M
Capital Wealth Planning, LLC 0.05% Add +1.7% 88,022 $9.1M
Kestra Private Wealth Services, LLC 0.10% Add +0.5% 87,952 $9.1M
Pinnacle Wealth Planning Services, Inc. 0.87% Add +19.1% 87,735 $9.1M
Ashton Thomas Private Wealth, LLC 0.19% Add +0.9% 87,246 $9.1M
Summit Asset Management, LLC 1.15% No change 86,515 $9.0M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Reduce -22.8% 86,458 $9.0M
Central Bank & Trust Co. 1.27% Reduce -4.1% 86,150 $8.9M
Centaurus Financial, Inc. 0.35% Add +4.6% 86,087 $8.9M
Summit Wealth & Retirement Planning, Inc. 1.89% Reduce -4.3% 86,031 $8.9M
First National Trust Co 0.30% Reduce -0.5% 85,925 $8.9M
Ellis Investment Partners, LLC 1.35% Add +4.5% 85,560 $8.9M
Crewe Advisors LLC 0.63% Reduce -1.1% 84,025 $8.7M
Legal & General Group Plc 0.00% Reduce -27.1% 83,400 $8.7M
Webster Bank, N. A. 0.75% Add +2.4% 83,015 $8.6M
Integrated Wealth Concepts LLC 0.06% Add +2.1% 82,912 $8.6M
Aspiriant, LLC 0.21% Reduce -3.3% 82,823 $8.6M
Birch Hill Investment Advisors LLC 0.35% Add +2.1% 82,689 $8.6M
Tolleson Wealth Management, Inc. 1.15% Reduce -8.8% 82,474 $8.6M
CreativeOne Wealth, LLC 0.18% Reduce -5.7% 82,473 $8.6M
Sequoia Financial Advisors, LLC 0.04% Reduce -1.5% 82,180 $8.5M
Rhumbline Advisers 0.01% Add +20.6% 82,039 $8.5M
Beirne Wealth Consulting Services, LLC 1.69% Add +215.6% 81,873 $8.5M
Ironwood Financial, llc 1.32% Reduce -2.9% 81,945 $8.5M
Patten & Patten Inc. 0.45% Add +3.1% 81,333 $8.4M
Sax Wealth Advisors, LLC 0.34% Add +14.8% 85,699 $8.3M
Weaver Capital Management LLC 1.83% No change 85,460 $8.3M
Collaborative Capital Advisors LLC 5.22% — 79,551 $8.3M
Bolthouse Investments, LLC 6.68% No change 79,321 $8.2M
Brio Consultants, LLC 0.96% Reduce -1.0% 79,094 $8.2M
North Dallas Bank & Trust Co. 4.85% Add +4.0% 78,706 $8.2M
New England Private Wealth Advisors LLC 0.78% Add +2.5% 78,478 $8.1M
NBT Bank, N.A. 0.54% Add +0.3% 77,799 $8.1M
First Financial Bankshares Inc 0.15% No change 77,525 $8.1M
Allen Mooney & Barnes Investment Advisors LLC 1.22% Reduce -2.1% 77,190 $8.0M
LCM Capital Management Inc 3.49% Add +1.6% 76,825 $8.0M
Harbor Investment Advisory, LLC 0.56% Reduce -1.5% 76,734 $8.0M
First Western Trust Bank 0.38% Reduce -5.4% 75,927 $7.9M
Klingenstein Fields & Co. LP 0.27% Reduce -0.4% 75,235 $7.8M
First Hawaiian Bank 0.99% Reduce -1.1% 74,990 $7.8M
Sepio Capital, LP 0.39% Add +3.3% 74,988 $7.8M
First Citizens Financial Corp 3.24% Reduce -2.5% 74,689 $7.8M
Baron Financial Group, LLC 3.69% Reduce -0.3% 74,534 $7.7M
Chesapeake Wealth Management 2.16% Reduce -0.4% 74,182 $7.7M
Peapack Gladstone Financial Corp. 0.09% Add +1.9% 74,128 $7.7M
Cooke Wealth Management, LLC 6.30% Reduce -1.7% 74,031 $7.7M
Forvis Mazars Wealth Advisors, LLC 0.13% Reduce -2.2% 73,509 $7.6M
Rakuten Investment Management, Inc. 0.02% Reduce -52.7% 73,784 $7.6M
Cascade Financial Partners, LLC 0.66% Add +32.4% 72,923 $7.6M
URS Advisory LLC 4.21% Reduce -18.7% 72,896 $7.6M
Richard W. Paul & Associates, LLC 2.32% Add +16.9% 72,892 $7.6M
Angeles Investment Advisors, LLC 0.45% New 72,735 $7.6M
Sowell Financial Services LLC 0.25% Add +8.1% 72,732 $7.6M
James Investment Research, Inc. 0.76% Reduce -0.8% 72,038 $7.5M
Sykon Capital LLC 2.30% Add +2000.3% 71,895 $7.5M
Argent Trust Co 0.22% Reduce -1.5% 71,858 $7.5M
Powell Investment Advisors, LLC 2.33% Reduce -0.1% 70,899 $7.4M
City Holding Co. 0.83% Reduce -13.5% 70,747 $7.3M
Mission Wealth Management, LP 0.09% Add +18.3% 70,180 $7.3M
Cardiff Park Advisors, LLC 0.57% Reduce -2.9% 70,174 $7.3M
Caerus Investment Advisors, LLC 2.45% No change 69,979 $7.3M
Pinnacle Family Advisors, LLC 3.03% Add +0.7% 69,490 $7.2M
Huntington National Bank 0.05% Reduce -0.2% 68,852 $7.2M
GreatBanc Trust CO 4.43% No change 68,800 $7.1M
Amara Financial, Llc. 4.27% Add +3.3% 68,745 $7.1M
Cary Street Partners Financial LLC 0.16% Reduce -0.6% 68,735 $7.1M
Sterling Capital Management LLC 0.12% Reduce -0.7% 68,612 $7.1M
ERn Financial, LLC 1.17% Reduce -2.2% 67,864 $7.0M
Chevy Chase Trust Holdings, LLC 0.02% Reduce -3.5% 67,691 $7.0M
Macroview Investment Management LLC 4.36% Add +5.1% 67,589 $7.0M
Aptus Capital Advisors, LLC 0.05% Add +30.8% 67,200 $7.0M
SVB Wealth LLC 0.44% Reduce -0.8% 66,877 $6.9M
Delta Financial Advisors LLC 1.65% Reduce -0.7% 66,876 $6.9M
Compound Planning, Inc. 0.18% Reduce -3.6% 66,785 $6.9M
LBJ Family Wealth Advisors, Ltd. 3.53% Reduce -0.5% 66,885 $6.9M
Midwest Professional Planners, LTD. 1.36% Reduce -32.5% 66,600 $6.9M
Endowment Wealth Management, Inc. 2.67% Add +8.0% 66,584 $6.9M
Providence First Trust Co 1.91% Add +7.8% 65,905 $6.8M
Connecticut Wealth Management, LLC 0.25% Reduce -0.6% 65,790 $6.8M
1607 Capital Partners, LLC 0.59% New 65,725 $6.8M
Parkway Wealth Management Group, LLC 0.79% Add +8.9% 65,648 $6.8M
Global Retirement Partners, LLC 0.10% — 65,174 $6.8M
Sei Investments Co. 0.01% Add +5.8% 65,060 $6.8M
Cedar Mountain Advisors, LLC 1.16% Add +1.7% 64,770 $6.7M
Pathway Financial Advisors LLC 0.78% No change 64,356 $6.7M
Resolute Advisors LLC 1.60% Reduce -17.7% 64,437 $6.7M
Paragon Capital Management Ltd 1.27% Reduce -1.8% 64,265 $6.7M
Stratos Wealth Partners, LTD. 0.07% Add +125.7% 64,054 $6.7M
RMR Wealth Builders 0.41% Add +1.0% 63,908 $6.6M
Wealthcare Advisory Partners LLC 0.13% Reduce -48.0% 63,743 $6.6M
Aaron Wealth Advisors LLC 0.33% No change 63,106 $6.6M
Hilltop Holdings Inc. 0.53% Add +0.6% 62,924 $6.5M
Burke & Herbert Bank & Trust Co. 1.59% Add +7.3% 61,748 $6.4M
Gerber Kawasaki Wealth & Investment Management 0.17% Add +3.8% 61,678 $6.4M
Foster & Motley Inc. 0.29% Reduce -0.9% 61,599 $6.4M
DAVENPORT & Co LLC 0.03% Reduce -1.6% 61,167 $6.4M
Schneider Downs Wealth Management Advisors, LP 0.60% Add +0.2% 61,137 $6.4M
Healthcare of Ontario Pension Plan Trust Fund 0.01% No change 61,000 $6.3M
New Republic Capital, LLC 1.46% Add +5.9% 60,935 $6.3M
Paladin Partners, LLC 4.17% Add +2.2% 60,655 $6.3M
Snowden Capital Advisors LLC 0.15% Reduce -1.4% 60,427 $6.3M
Fund Evaluation Group, LLC 0.17% Reduce -14.1% 60,266 $6.2M
Caisse de depot et placement du Quebec 0.01% Reduce -44.9% 59,896 $6.2M
Gryphon Financial Partners LLC 0.56% Add +8.4% 59,505 $6.2M
Dynamic Wealth Strategies, LLC 3.28% Reduce -0.2% 59,249 $6.2M
Pinnacle Bancorp, Inc. 1.60% Add +0.7% 59,225 $6.2M
World Investment Advisors 0.10% Reduce -1.0% 63,117 $6.1M
Visionary Wealth Advisors 0.24% Add +10.8% 59,021 $6.1M
Heritage Family Offices, LLP 2.36% Reduce -28.8% 58,846 $6.1M
Pacific Excel Wealth Advisors, Inc. 2.37% New 58,846 $6.1M
Cornerstone Advisors Asset Management, LLC 0.80% No change 58,843 $6.1M
Grey Fox Wealth Advisors, LLC 0.96% Add +4.5% 58,803 $6.1M
Ramsay, Stattman, Vela & Price, Inc. 1.09% Reduce -0.4% 58,733 $6.1M
Mullaney, Keating & Wright, Inc. 2.95% Add +0.4% 58,681 $6.1M
Compass Financial Group, Inc. (Ohio) 4.05% Add +8.5% 58,343 $6.1M
Atlas Legacy Advisors, LLC 0.90% Add +23.2% 58,268 $6.0M
Arcataur Capital Management LLC 1.50% Reduce -2.0% 58,189 $6.0M
Vestmark Advisory Solutions, Inc. 0.06% Reduce -6.6% 58,150 $6.0M
Moller Wealth Partners 1.09% Reduce -0.4% 57,755 $6.0M
Ferguson Wellman Capital Management, Inc. 0.07% Add +9.7% 57,738 $6.0M
Genesis Financial Group, LLC 3.90% Reduce -8.8% 57,666 $6.0M
Meridian Wealth Management, LLC 0.19% Reduce -3.9% 57,614 $6.0M
Omega Advisors (Leon Cooperman) 0.17% No change 57,453 $6.0M
Flower City Capital 2.60% Reduce -1.3% 56,815 $5.9M
Krane Financial Solutions LLC 3.61% Reduce -1.1% 56,485 $5.9M
First Foundation Advisors 0.21% Reduce -0.3% 56,173 $5.8M
Harbour Trust & Investment Management Co 0.56% Add +2.1% 56,106 $5.8M
Gould Asset Management LLC 0.91% Reduce -2.7% 55,565 $5.8M
Assetmark, Inc. 0.01% Add +76.5% 55,542 $5.8M
ABLE Financial Group, LLC 0.97% Reduce -0.3% 55,428 $5.8M
Agf Management Ltd. 0.02% Reduce -2.8% 55,086 $5.7M
Capital Advisors, Ltd. LLC 0.57% Add +3.8% 54,592 $5.7M
M1 Capital Management LLC 2.09% Add +602.0% 54,569 $5.7M
Thompson Siegel & Walmsley LLC 0.10% Add +0.4% 54,201 $5.6M
Catalyst Financial Partners LLC 0.56% Reduce -0.1% 54,074 $5.6M
Gemmer Asset Management LLC 0.38% Add +1.1% 53,756 $5.6M
Ibex Wealth Advisors 0.44% Add +1.3% 53,643 $5.6M
O'shaughnessy Asset Management, LLC 0.03% Reduce -11.5% 53,605 $5.6M
Johnson Financial Group, Inc. 0.18% Reduce -1.9% 53,261 $5.5M
Smith & Howard Wealth Management, LLC 1.14% Reduce -15.9% 53,241 $5.5M
Apollon Wealth Management, LLC 0.07% Reduce -7.9% 53,201 $5.5M
Crescent Grove Advisors, LLC 0.47% Reduce -0.0% 53,092 $5.5M
Glen Eagle Advisors, LLC 0.69% Add +0.3% 52,840 $5.5M
Halbert Hargrove Global Advisors, LLC 0.24% Reduce -4.3% 52,830 $5.5M
NTV Asset Management LLC 0.54% Add +0.4% 52,664 $5.5M
Merit Financial Group, LLC 0.03% Add +52.4% 52,553 $5.5M
NWF Advisory Services Inc. 0.51% Add +23.9% 52,072 $5.4M
Solstein Capital, LLC 1.85% Reduce -0.6% 51,881 $5.4M
Santori & Peters, Inc. 1.51% Add +0.6% 51,717 $5.4M
BSW Wealth Partners 0.60% Reduce -7.0% 51,715 $5.4M
Dynamic Advisor Solutions LLC 0.15% Add +37.6% 51,634 $5.4M
CFS Investment Advisory Services, LLC 0.36% Reduce -1.8% 51,149 $5.3M
JFS Wealth Advisors, LLC 0.27% Add +1.6% 51,347 $5.3M
Nvwm, LLC 1.07% Add +17.7% 50,991 $5.3M
Belpointe Asset Management LLC 0.17% Add +20.8% 50,755 $5.3M
Choate Investment Advisors 0.09% Reduce -6.4% 50,224 $5.2M
Penobscot Investment Management Company, Inc. 0.36% Add +2.6% 49,960 $5.2M
Fsa Wealth Partners, Inc. 1.29% Add +10.7% 49,549 $5.1M
Atlantic Edge Private Wealth Management, LLC 1.05% Add +5.7% 49,394 $5.1M
McKinley Carter Wealth Services, Inc. 0.26% Reduce -5.6% 49,278 $5.1M
Principal Securities, Inc. 0.06% Add +14.8% 49,107 $5.1M
Select Asset Management & Trust 1.45% Reduce -1.7% 48,325 $5.0M
Texas Bank & Trust Co 1.64% Add +1.0% 48,025 $5.0M
Fragasso Financial Advisors Inc 0.27% Add +0.7% 47,878 $5.0M
FFT Wealth Management LLC 0.77% Reduce -1.4% 47,610 $4.9M
Maloon Powers Pitre Higgins & Dennehy, LLC 1.70% — 47,515 $4.9M
Alesco Advisors, LLC, An ESL Co 0.11% Reduce -2.3% 47,302 $4.9M
NewSquare Capital LLC 0.36% Add +0.3% 47,280 $4.9M
Tarbox Family Office, Inc. 0.70% Reduce -3.3% 47,265 $4.9M
Hudson Edge Investment Partners Inc. 0.67% No change 47,196 $4.9M
Rothschild Investment LLC 0.18% Add +0.2% 47,001 $4.9M
Leverty Financial Group, LLC 0.95% Reduce -0.9% 46,970 $4.9M
Arrowstreet Capital, Limited Partnership 0.00% Reduce -75.3% 46,683 $4.8M
Northern Lights Advisors, Inc. 2.64% Add +19.4% 46,675 $4.8M
Navigation Group, LLC 0.93% No change 46,251 $4.8M
Tempo Wealth, LLC 0.71% Add +4.1% 45,952 $4.8M
OneDigital Investment Advisors LLC 0.04% Reduce -0.4% 45,935 $4.8M
Banco Bilbao Vizcaya Argentaria, S.A. 0.03% Add +343.8% 46,048 $4.8M
First Citizens Bank & Trust Co. 0.07% Reduce -11.9% 45,730 $4.8M
State of Tennessee, Department of Treasury 0.01% Add +123.8% 45,654 $4.7M
Basecamp Wealth Advisors LLC 0.88% No change 45,549 $4.7M
Farmers & Merchants Investments Inc. 0.11% Add +0.1% 45,267 $4.7M
Texas Capital Bank Wealth Management Services Inc 0.25% Add +8.0% 45,260 $4.7M
NYL Investors LLC 1.80% No change 45,239 $4.7M
Tiaa Trust, National Association 0.28% Add +18.1% 44,990 $4.7M
Foundations Investment Advisors, LLC 0.05% Add +5.8% 44,961 $4.7M
Quadrant Capital Group LLC 0.13% Reduce -0.0% 44,605 $4.6M
Thrive Wealth Management, LLC 0.60% Add +6.4% 44,506 $4.6M
Pettyjohn, Wood & White, Inc. 0.67% Add +1.4% 44,484 $4.6M
Asset Management Group, Inc. 0.68% Add +1.2% 44,460 $4.6M
Founders Grove Wealth Partners, LLC 0.92% Reduce -5.1% 44,126 $4.6M
Mosaic Family Wealth Partners, LLC 0.31% Reduce -0.1% 44,042 $4.6M
Waddell & Associates, LLC 0.23% Reduce -1.5% 43,782 $4.5M
Pinnacle Associates Ltd. 0.05% Add +0.6% 43,755 $4.5M
Dumont & Blake Investment Advisors LLC 1.01% Add +1.6% 43,336 $4.5M
JMG Financial Group, Ltd. 0.11% Reduce -1.2% 43,159 $4.5M
Gerald Baker Financial Group LLC 1.27% Add +0.1% 43,077 $4.5M
Azimuth Capital Investment Management LLC 0.15% Add +0.1% 42,683 $4.4M
Prairie Advisory, LLC 1.06% — 42,477 $4.4M
Sterling Investment Advisors LLC 1.98% Add +0.8% 42,336 $4.4M
Glass Jacobson Investment Advisors llc 1.36% Reduce -3.0% 42,071 $4.4M
Partners Capital Investment Group, LLP 0.15% Reduce -40.6% 41,861 $4.3M
Hamilton Capital Partners Inc. 0.13% New 41,755 $4.3M
Investment Partners, LTD. 1.35% No change 41,681 $4.3M
Dorsey & Whitney Trust CO LLC 0.21% Reduce -6.9% 41,648 $4.3M
Balefire, LLC 0.70% Reduce -6.0% 41,478 $4.3M
Sigma Investment Counselors Inc. 0.21% Add +1.3% 41,406 $4.3M
Vise Technologies, Inc. 0.05% Add +85.7% 41,271 $4.3M
Legacy Trust 0.76% Add +3.6% 41,202 $4.3M
Sheets Smith Wealth Management 0.43% No change 41,200 $4.3M
Mgo One Seven LLC 0.07% Add +6.7% 41,182 $4.3M
Rehmann Capital Advisory Group 0.19% Add +2.0% 40,980 $4.3M
Argos Wealth Advisors, LLC 1.12% No change 40,884 $4.2M
True Link Financial Advisors, LLC 0.25% Reduce -0.4% 40,810 $4.2M
Phillips Financial Management, LLC 0.31% Reduce -23.8% 40,803 $4.2M
Staley Capital Advisers Inc. 0.16% No change 40,500 $4.2M
Summit Financial Strategies, Inc. 0.30% Reduce -17.2% 40,486 $4.2M
Common Fund for Nonprofit Organizations 0.38% Reduce -49.1% 40,228 $4.2M
Gambit Capital Management, LLC 2.44% Reduce -0.2% 40,214 $4.2M
Commonwealth Financial Services, LLC 0.56% Reduce -13.7% 40,131 $4.2M
TriCert Investment Counsel Inc. 0.39% — 40,055 $4.2M
First Interstate Bank 0.22% Reduce -5.1% 39,997 $4.2M
Douglass Winthrop Advisors, LLC 0.07% Add +71.4% 39,664 $4.1M
XML Financial, LLC 0.30% Reduce -2.7% 39,563 $4.1M
Ridge Creek Global, Inc 3.19% Reduce -2.1% 39,515 $4.1M
RiverFront Investment Group, LLC 0.05% Add +13.9% 39,474 $4.1M
Allen Investment Management, LLC 0.05% No change 39,387 $4.1M
Modern Wealth Management, LLC 0.05% Reduce -2.0% 39,349 $4.1M
Rainier Family Wealth Inc. 2.31% Add +5.4% 39,036 $4.1M
Citadel Advisors 0.00% Reduce -56.0% 38,895 $4.0M
Curbstone Financial Management Corp 0.69% Reduce -2.6% 38,783 $4.0M
Eclectic Associates Inc. 0.46% Add +2.2% 38,752 $4.0M
Bridgewater Advisors Inc. 0.22% Reduce -0.1% 37,837 $4.0M
Richwood Investment Advisors, LLC 2.81% Add +1.6% 38,520 $4.0M
Acropolis Investment Management, LLC 0.16% Reduce -6.0% 38,331 $4.0M
PFW Advisors LLC 1.16% Reduce -2.6% 38,309 $4.0M
Hengehold Capital Management LLC 0.31% Add +0.1% 37,940 $3.9M
Pettinga Financial Advisors LLC 0.63% Add +3.3% 37,930 $3.9M
First Nebraska Trust Co 0.32% Add +5.5% 37,789 $3.9M
Two Sigma Investments, LP 0.00% New 37,680 $3.9M
Central Pacific Bank - Trust Division 0.41% Add +30.0% 37,507 $3.9M
Brian Low Financial Group, LLC 2.26% Add +6.2% 37,268 $3.9M
Palisade Asset Management, LLC 0.35% No change 36,882 $3.8M
First Bancorp, Inc 1.50% Reduce -0.1% 36,712 $3.8M
Greenfield Savings Bank 1.43% Add +1.3% 36,265 $3.8M
Marshall Wace, LLP 0.00% Add +184.9% 36,265 $3.8M
Breakthru Advisory Services, LLC 12.65% No change 36,260 $3.8M
Nwam LLC 0.19% Reduce -0.8% 35,997 $3.7M
Wealth Analytics Partners, LLC 1.36% Reduce -4.8% 35,960 $3.7M
Laurel Wealth Advisors LLC 0.36% No change 35,967 $3.7M
Fort Washington Investment Advisors Inc. 0.02% Reduce -0.9% 35,898 $3.7M
Defined Wealth Management, LLC 1.91% Reduce -0.9% 35,776 $3.7M
Focus Partners Advisor Solutions, LLC 0.03% Add +96.8% 35,721 $3.7M
Virtue Asset Management LLC 2.65% Add +41.8% 35,611 $3.7M
Krilogy Financial LLC 0.11% Add +1.1% 35,591 $3.7M
Strategy Asset Managers LLC 0.55% Add +2.1% 35,578 $3.7M
Orgel Wealth Management, LLC 0.07% Add +5.5% 35,489 $3.7M
Rockland Trust Co. 0.14% Reduce -1.2% 35,265 $3.7M
Simon Quick Advisors, LLC 0.15% Add +0.1% 35,108 $3.6M
Ashford Advisors, LLC 0.75% Reduce -3.2% 35,040 $3.6M
Flagship Wealth Advisors, LLC 0.81% Add +23.9% 35,024 $3.6M
Arete Wealth Advisors, LLC 0.24% Add +12.1% 35,022 $3.6M
Perennial Investment Advisors, LLC 0.24% Reduce -7.9% 34,909 $3.6M
Graves Light Lenhart Wealth, Inc. 0.34% Reduce -0.9% 34,866 $3.6M
Private Advisory Group LLC 0.20% Add +12.8% 34,860 $3.6M
Evanson Financial, LLC 0.18% — 34,677 $3.6M
Seaview Investment Managers LLC 1.06% Add +2.5% 34,047 $3.5M
Independent Financial Group, LLC 0.07% Reduce -25.8% 33,952 $3.5M
MPS Loria Financial Planners, LLC 0.81% Add +7.6% 33,846 $3.5M
1834 Investment Advisors Co. 0.40% Reduce -1.9% 33,744 $3.5M
Kingsview Wealth Management, LLC 0.04% Reduce -12.3% 33,668 $3.5M
Evergreen Capital Management LLC 0.06% Add +17.3% 33,624 $3.5M
Roble, Belko & Company, Inc 0.38% Reduce -0.1% 33,457 $3.5M
Pointe Capital Management LLC 1.55% Add +4.3% 33,359 $3.5M
SouthState Bank Corp 0.14% Add +3.4% 33,357 $3.5M
Connor, Clark & Lunn Investment Management Ltd. 0.01% No change 33,278 $3.5M
Morton Brown Family Wealth, LLC 0.78% Reduce -1.4% 33,246 $3.5M
Renaissance Technologies 0.00% Reduce -96.1% 33,200 $3.4M
Wellspring Financial Advisors, LLC 0.23% Add +12153.0% 1,746,175 $3.4M
LTG Capital LLC 2.30% Reduce -0.6% 33,158 $3.4M
FAS Wealth Partners, Inc. 0.18% Reduce -1.0% 33,101 $3.4M
Chilton Investment Co. Inc. 0.08% Reduce -0.1% 33,042 $3.4M
Salus Financial Advisors, LLC 1.68% Add +1.1% 32,883 $3.4M
Counterweight Ventures, LLC 1.70% Reduce -1.4% 32,796 $3.4M
1832 Asset Management L.P. 0.00% Add +18.0% 32,516 $3.4M
B. Riley Wealth Advisors, Inc. 0.18% Add +33.6% 32,618 $3.4M
Etesian Wealth Advisors, Inc. 1.00% Reduce -0.5% 32,418 $3.4M
Flagstar Securities, Inc. 1.02% Reduce -0.2% 32,390 $3.4M
Independence Wealth Advisors, LLC 1.69% Add +86.7% 32,350 $3.4M
South Plains Financial, Inc. 1.80% Reduce -0.1% 32,332 $3.4M
Carnegie Investment Counsel 0.07% Reduce -1.8% 32,300 $3.4M
Brookstone Capital Management 0.03% Add +25.8% 32,181 $3.3M
CMG Global Holdings, LLC 1.41% Add +0.2% 32,098 $3.3M
McLean Asset Management Corp 0.44% Reduce -6.1% 31,545 $3.3M
PW Nova Financial Services LLC 0.71% Reduce -1.2% 32,058 $3.3M
Boltwood Capital Management 0.76% Reduce -0.7% 31,827 $3.3M
Peoples Financial Services Corp. 1.43% Add +1.6% 31,808 $3.3M
Private Wealth Advisors, LLC 0.99% Reduce -2.8% 31,796 $3.3M
Hillman Capital Management, Inc. 2.39% Add +2.9% 31,743 $3.3M
Westshore Wealth, LLC 1.02% Reduce -1.8% 31,682 $3.3M
Klingman & Associates, LLC 0.14% Add +1.5% 31,571 $3.3M
White Pine Capital LLC 0.77% Add +0.8% 31,548 $3.3M
Joel Isaacson & Co., LLC 0.09% Add +1.2% 31,387 $3.3M
McAdam, LLC 0.13% Reduce -16.4% 31,381 $3.3M
Probity Advisors, Inc. 0.47% Reduce -1.0% 31,376 $3.3M
American Financial Advisors, LLC 0.39% Reduce -2.1% 31,348 $3.3M
Beutel, Goodman & Co Ltd. 0.02% Reduce -17.2% 31,277 $3.2M
EFG International AG 0.06% Reduce -4.4% 31,263 $3.2M
Retirement Income Solutions, Inc. 0.56% No change 33,414 $3.2M
J. Safra Sarasin Holding AG 0.05% No change 32,840 $3.2M
Johnson & White Wealth Management, LLC 1.21% Add +7.1% 31,030 $3.2M
CX Institutional 0.09% Add +13.8% 31,010 $3.2M
Audent Global Asset Management, LLC 3.56% Reduce -34.2% 30,726 $3.2M
Daymark Wealth Partners, LLC 0.08% Add +3.0% 30,528 $3.2M
Urban Financial Advisory Corp 0.87% Reduce -3.8% 30,502 $3.2M
Capital Group Private Client Services, Inc. 0.04% Add +0.3% 30,367 $3.2M
CM Wealth Advisors LLC 0.57% Add +15.6% 30,291 $3.1M
Bluedoor Private Wealth, LLC 1.33% Add +0.1% 30,269 $3.1M
Elyxium Wealth, LLC 0.33% Add +0.1% 30,175 $3.1M
Eastern Bank 0.05% Reduce -1.4% 30,113 $3.1M
Matrix Private Capital Group LLC 1.36% Add +4.0% 30,100 $3.1M
Capula Management Ltd 0.01% Reduce -62.4% 30,087 $3.1M
Cape Cod Five Cents Savings Bank 0.25% — 30,075 $3.1M
Storen Legacy Partners, LLC 0.85% Reduce -1.6% 30,010 $3.1M
First Heartland Consultants, Inc. 0.20% Reduce -10.3% 29,997 $3.1M
SlateStone Wealth, LLC 0.24% Add +0.5% 29,968 $3.1M
Atticus Wealth Management, LLC 0.74% Add +2.9% 29,860 $3.1M
Neumann Capital Management, LLC 2.05% Reduce -2.6% 29,860 $3.1M
Columbia Bank 0.69% Add +11.5% 29,766 $3.1M
William Howard & Co Financial Advisors Inc 2.39% Reduce -3.0% 29,595 $3.1M
ASL Financial, LLC 2.16% Add +0.5% 29,577 $3.1M
Financial Synergies Wealth Advisors, Inc. 0.26% Reduce -0.0% 29,501 $3.1M
Sun Life Financial Inc. 0.16% Reduce -59.2% 29,494 $3.1M
HFG Advisors, Inc. 1.91% Add +2.4% 29,468 $3.1M
Appleton Partners Inc. 0.19% Reduce -2.9% 29,467 $3.1M
West Michigan Advisors, LLC 0.58% Add +10.8% 29,299 $3.0M
HBK Sorce Advisory LLC 0.06% Reduce -4.0% 28,275 $3.0M
Eq LLC 0.74% Reduce -84.7% 29,142 $3.0M
Bar Harbor Wealth Management 0.16% Reduce -0.2% 29,113 $3.0M
Canoe Financial LP 0.04% New 26,620 $3.0M
Private Trust Co. NA 0.24% Add +0.1% 29,032 $3.0M
Inman Jager Wealth Management, LLC 1.60% Add +0.1% 28,998 $3.0M
Montis Financial, LLC 0.61% Reduce -9.2% 28,831 $3.0M
Trek Financial, LLC 0.15% Add +2.9% 28,744 $3.0M
Woodstock Corp. 0.25% No change 28,580 $3.0M
Brandes Investment Partners, LP 0.02% New 28,572 $3.0M
Lanark Financial, Inc. 0.20% Add +0.1% 28,554 $3.0M
Cumberland Partners Ltd 0.19% Add +0.0% 28,476 $3.0M
Community Bank, N.A. 0.32% No change 28,454 $3.0M
Steph & Co. 0.75% Add +1.2% 28,416 $3.0M
Eukles Asset Management 1.22% Add +14.6% 28,353 $2.9M
Ramiah Investment Group 2.23% Add +158.9% 28,099 $2.9M
Rialto Wealth Management, LLC 0.58% Reduce -1.4% 28,092 $2.9M
Copia Wealth Management 1.75% Reduce -1.2% 28,090 $2.9M
GS Investments, Inc. 2.11% Add +0.2% 28,051 $2.9M
Trust Co. of Toledo NA 0.24% Reduce -4.0% 27,886 $2.9M
Marquette Asset Management, LLC 0.37% No change 27,862 $2.9M
WBH Advisory Inc. 0.19% Reduce -0.5% 27,861 $2.9M
Ameritas Advisory Services, LLC 0.06% Add +40.4% 27,848 $2.9M
VestGen Advisors, LLC 0.08% Reduce -12.0% 27,746 $2.9M
Sagespring Wealth Partners, LLC 0.04% Add +26.5% 27,622 $2.9M
Hubbell Strickland Wealth Management, LLC 1.03% Add +2.8% 27,376 $2.8M
Morris Financial Concepts, Inc. 0.87% Reduce -4.3% 27,293 $2.8M
Serenity Investment Advisors 1.21% Add +0.9% 26,410 $2.8M
Atlas Brown,Inc. 0.76% Add +1.1% 27,103 $2.8M
Welch & Forbes LLC 0.03% Add +2.0% 27,093 $2.8M
CSS LLC 0.38% No change 27,020 $2.8M
Bedel Financial Consulting, Inc. 0.27% Add +0.1% 26,890 $2.8M
KG Capital Management 1.65% Add +6.8% 26,624 $2.8M
McCarter Private Wealth Services LLC 0.95% Reduce -20.6% 26,612 $2.8M
Montecito Bank & Trust 0.41% No change 26,566 $2.8M
BLB&B Advisors, LLC 0.10% Reduce -1.6% 26,268 $2.7M
Intrua Financial, LLC 0.26% Add +0.8% 26,254 $2.7M
Congress Asset Management Co. 0.02% Reduce -0.1% 26,040 $2.7M
Sachem Hill LLC 0.48% Reduce -2.5% 26,001 $2.7M
Tudor Financial Inc. 1.21% Add +2.9% 25,955 $2.7M
Naples Global Advisors, LLC 0.17% No change 25,820 $2.7M
DF Dent & Co. Inc. 0.05% Add +6.7% 25,757 $2.7M
GC Wealth Management RIA, LLC 0.15% Reduce -16.9% 25,670 $2.7M
Viewpoint Capital Management LLC 1.35% Add +0.7% 25,593 $2.7M
Associated Banc-Corp 0.06% Reduce -1.2% 25,490 $2.6M
Bank of Hawaii 0.13% Add +3.5% 25,474 $2.6M
Genus Capital Management Inc. 0.26% Reduce -7.3% 25,391 $2.6M
Apella Capital, LLC 0.04% Reduce -0.4% 25,314 $2.6M
Maple Capital Management, Inc. 0.16% Reduce -0.9% 25,339 $2.6M
Shoker Investment Counsel, Inc. 0.66% Add +4.9% 25,253 $2.6M
Larson Financial Group LLC 0.07% Reduce -7.2% 25,224 $2.6M
Glenview Trust Co 0.04% Reduce -0.4% 25,190 $2.6M
Quotient Wealth Partners, LLC 0.06% Reduce -3.2% 25,180 $2.6M
Annandale Capital, LLC 0.39% No change 25,113 $2.6M
Neuberger Berman Group LLC 0.00% Reduce -21.5% 25,110 $2.6M
Signet Private Wealth LLC 2.08% Reduce -6.6% 25,108 $2.6M
First Financial Corp. 0.90% Add +3.4% 25,099 $2.6M
Westmount Partners, LLC 0.57% Add +0.1% 25,091 $2.6M
Boyd Watterson Asset Management LLC 0.70% No change 25,045 $2.6M
Goelzer Investment Management, Inc. 0.11% Reduce -3.6% 25,001 $2.6M
GEM Asset Management, LLC 1.02% No change 24,974 $2.6M
Bridges Investment Management Inc. 0.03% Add +142.4% 24,881 $2.6M
B&D White Capital Company, LLC 0.26% No change 24,691 $2.6M
Childress Capital Advisors, LLC 0.42% Add +0.1% 24,691 $2.6M
Harbor Advisory Corp. 0.68% No change 24,593 $2.6M
Jefferies Financial Group Inc. 0.02% Reduce -87.6% 24,492 $2.5M
SOA Wealth Advisors, LLC. 0.43% Add +3.3% 24,486 $2.5M
Security National Bank of Sioux City Iowa 1.04% New 24,400 $2.5M
Alpha Advisors, LLC 1.90% Add +0.0% 24,355 $2.5M
Monument Capital Management 0.51% New 24,310 $2.5M
Topsail Wealth Management, LLC 0.32% No change 24,254 $2.5M
LOM Asset Management Ltd 0.65% Reduce -2.0% 24,175 $2.5M
Western Wealth Management, LLC 0.08% Reduce -56.4% 24,067 $2.5M
Country Trust Bank 0.04% Reduce -0.9% 24,060 $2.5M
Florida Trust Wealth Management Co 0.06% Add +0.3% 24,048 $2.5M
Regal Investment Advisors LLC 0.13% Add +8.4% 23,979 $2.5M
Natixis 0.01% Add +120.0% 23,818 $2.5M
Motco 0.21% No change 23,732 $2.5M
Anchyra Partners LLC 0.59% Add +17.0% 23,637 $2.5M
Live Oak Private Wealth LLC 0.31% No change 23,598 $2.5M
Farmers & Merchants Trust Co of Chambersburg PA 0.62% Add +3.5% 23,499 $2.4M
Integrated Advisors Network LLC 0.11% Add +1.0% 23,276 $2.4M
Prosperity Bancshares Inc 1.58% Add +0.1% 23,228 $2.4M
Denver PWM, LLC 0.79% Add +1.1% 22,165 $2.4M
Permanens Capital L.P. 0.25% New 23,150 $2.4M
Trust Co. of Vermont 0.09% — 23,106 $2.4M
Wedbush Securities Inc. 0.06% Add +1.7% 23,093 $2.4M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.04% Reduce -5.7% 23,021 $2.4M
Tobias Financial Advisors, Inc. 0.30% Reduce -14.2% 22,933 $2.4M
James J. Burns & Company, LLC 0.26% Add +1.1% 22,790 $2.4M
Pacific Financial Group Inc. 1.13% Add +34.3% 22,768 $2.4M
Berkshire Asset Management LLC 0.09% No change 22,756 $2.4M
Nicholas Hoffman & Company, LLC. 0.05% Reduce -31.1% 22,736 $2.4M
Lexington Hill Partners, LLC 1.14% Reduce -8.4% 22,604 $2.3M
Optas, LLC 0.33% No change 22,540 $2.3M
1015 Capital Partners, LLC 1.96% No change 22,493 $2.3M
Busey Bank 0.06% Add +1.9% 22,468 $2.3M
Integrated Investment Consultants, LLC 0.46% Add +8.3% 22,291 $2.3M
Fairway Wealth LLC 0.53% Add +0.1% 22,196 $2.3M
Spartan Wealth Advisory Services LLC 0.19% Add +4.1% 22,132 $2.3M
United Bank 0.27% Reduce -10.8% 22,055 $2.3M
Retirement Planning Group, LLC 0.06% Reduce -5.8% 21,905 $2.3M
Gladstone Institutional Advisory LLC 0.07% Add +20.3% 21,894 $2.3M
Advyzon Investment Management, LLC 0.16% Reduce -33.0% 21,829 $2.3M
Lighthouse Financial LLC 1.18% Reduce -1.3% 21,804 $2.3M
Brightwater Advisory LLC 1.43% Reduce -2.9% 21,772 $2.3M
Americana Partners, LLC 0.05% Reduce -0.1% 21,721 $2.3M
Bonfire Financial 1.45% Add +12.7% 21,712 $2.3M
Resonant Capital Advisors, LLC 0.11% Reduce -0.3% 21,707 $2.3M
AlphaCore Capital LLC 0.04% Add +15.6% 21,613 $2.2M
Chemung Canal Trust Co. 0.41% Add +5.8% 21,590 $2.2M
Second Line Capital, LLC 0.42% Reduce -2.2% 21,544 $2.2M
Fairman Group, LLC 1.76% Reduce -0.0% 21,535 $2.2M
Focused Alpha, LLC 0.57% Add +375.7% 21,507 $2.2M
Valpey Financial Services, LLC 1.33% Add +1.4% 21,495 $2.2M
St. Louis Trust Co 0.26% Add +0.2% 125,451 $2.2M
Davidson Trust Co. 0.87% Reduce -0.1% 21,441 $2.2M
HighPoint Advisor Group LLC 0.08% Reduce -7.4% 21,437 $2.2M
Breachway Investments LLC 3.33% Add +1.6% 21,313 $2.2M
Biltmore Family Office, LLC 0.29% Reduce -0.0% 21,271 $2.2M
Warwick Investment Management, Inc. 0.25% Reduce -40.9% 21,192 $2.2M
Fusion Family Wealth, LLC 0.15% Add +0.1% 21,140 $2.2M
First American Trust, FSB 0.13% Add +10.0% 21,081 $2.2M
Veracity Capital LLC 0.59% Add +9.4% 21,009 $2.2M
William John Sempolinski 0.88% Reduce -1.1% 20,970 $2.2M
Greenline Partners, LLC 0.22% No change 20,948 $2.2M
Berman McAleer LLC 0.25% No change 20,878 $2.2M
Bank Ozk 0.64% Reduce -0.6% 20,838 $2.2M
Seeds Investor LLC 0.22% Add +5.3% 20,812 $2.2M
Global Strategic Investment Solutions, LLC 0.19% Add +1.5% 20,797 $2.2M
Causeway Capital Management LLC 0.02% Reduce -45.0% 20,761 $2.2M
Smithfield Trust Co 0.09% No change 20,735 $2.2M
Trinity Financial Advisors LLC 0.55% Add +0.2% 20,612 $2.1M
Sage Mountain Advisors LLC 0.13% Reduce -4.5% 20,517 $2.1M
Waldron Private Wealth LLC 0.07% Reduce -7.9% 20,482 $2.1M
Nomura Asset Management International Inc. 0.00% Add +9.4% 20,459 $2.1M
WCG Wealth Advisors LLC 0.05% Add +81.9% 20,410 $2.1M
Cahill Financial Advisors Inc. 0.20% Reduce -3.1% 20,379 $2.1M
CSM Advisors, LLC 0.04% Add +22.4% 20,200 $2.1M
VeraBank, N.A. 0.35% No change 20,184 $2.1M
Trail Ridge Investment Advisors, LLC 0.89% No change 20,172 $2.1M
Woodline Partners LP 0.01% New 20,131 $2.1M
Legacy Capital Wealth Partners, LLC 0.40% Add +14.3% 19,981 $2.1M
Cliftonlarsonallen Wealth Advisors, LLC 0.03% Reduce -34.8% 19,968 $2.1M
Hiley Hunt Wealth Management 0.82% Reduce -7.9% 19,965 $2.1M
Chilton Capital Management LLC 0.07% Reduce -1.4% 19,954 $2.1M
TCI Wealth Advisors, Inc. 0.09% Reduce -0.3% 19,852 $2.1M
MidFirst Bank 0.15% Reduce -0.5% 19,834 $2.1M
Curated Wealth Partners LLC 0.24% No change 19,810 $2.1M
Hall Laurie J Trustee 0.64% No change 19,779 $2.1M
Moors & Cabot, Inc. 0.08% Add +7.6% 19,771 $2.1M
Bank of New Hampshire 0.43% Reduce -10.9% 19,760 $2.1M
LFA - Lugano Financial Advisors SA 1.23% No change 19,699 $2.0M
RiverGlades Family Offices LLC 0.94% Reduce -13.7% 19,651 $2.0M
Clear Harbor Asset Management, LLC 0.13% Add +2.3% 19,597 $2.0M
Newport Capital Group, LLC 1.14% Reduce -7.4% 19,592 $2.0M
Great Waters Wealth Management 0.19% Add +0.7% 19,476 $2.0M
Advisor OS, LLC 0.14% Add +1.2% 19,468 $2.0M
Wedmont Private Capital 0.06% Reduce -4.9% 19,369 $2.0M
Abacus Planning Group, Inc. 0.25% Add +1.0% 19,428 $2.0M
Parsons Capital Management Inc. 0.09% Reduce -1.2% 19,367 $2.0M
Smith, Moore & Co. 0.13% Add +1.4% 19,353 $2.0M
Tennessee Valley Asset Management Partners 0.22% Reduce -3.5% 19,306 $2.0M
Lyell Wealth Management, LP 0.12% Reduce -0.3% 19,286 $2.0M
Hickory Point Bank & Trust 1.21% Add +9.6% 19,234 $2.0M
Rossmore Private Capital 0.16% Add +2.7% 19,184 $2.0M
HUB Investment Partners, LLC 0.04% Add +112.5% 19,180 $2.0M
Pallas Capital Advisors LLC 0.06% Reduce -0.1% 19,166 $2.0M
Frank, Rimerman Advisors LLC 0.11% Reduce -0.2% 19,155 $2.0M
Evermay Wealth Management LLC 0.20% Reduce -7.6% 19,046 $2.0M
CFM Wealth Partners LLC 0.25% Add +38.3% 19,045 $2.0M
Journey Advisory Group, LLC 0.15% Add +22.5% 18,967 $2.0M
Twele Capital Management, Inc. 0.32% Reduce -0.5% 18,881 $2.0M
KFA Private Wealth Group, LLC 0.47% Reduce -10.0% 18,800 $2.0M
Oakwell Private Wealth Management, LLC 0.32% Add +0.2% 18,787 $2.0M
Lavaca Capital LLC 0.20% Reduce -25.8% 18,767 $1.9M
Credit Industriel Et Commercial 0.35% Reduce -56.6% 18,606 $1.9M
DV Trading LLC 0.16% Reduce -37.4% 18,517 $1.9M
Blue Trust, Inc. 0.02% Reduce -23.0% 18,516 $1.9M
Mayflower Financial Advisors, LLC 0.17% Reduce -0.5% 18,470 $1.9M
Flagship Harbor Advisors, LLC 0.07% Reduce -2.0% 18,366 $1.9M
Smith Partners Wealth Management, LLC 1.51% Reduce -15.1% 18,336 $1.9M
Keystone Financial Group 0.11% New 18,288 $1.9M
Embree Financial Group 0.19% Reduce -22.8% 18,256 $1.9M
Well Done, LLC 0.25% No change 18,217 $1.9M
Turtle Creek Wealth Advisors, LLC 0.10% Add +35.0% 18,039 $1.9M
Colter Lewis Investment Partners LLC 0.83% New 17,996 $1.9M
BigSur Wealth Management LLC 0.45% No change 17,938 $1.9M
Plante Moran Financial Advisors, LLC 0.09% Add +9.5% 17,883 $1.9M
Legacy Wealth Partners, LLC 0.41% Reduce -1.8% 17,732 $1.8M
Windsor Capital Management, LLC 0.48% Reduce -1.5% 17,689 $1.8M
Michels Family Financial, LLC 1.17% Add +5.2% 17,636 $1.8M
MTM Investment Management, LLC 0.52% Add +0.7% 17,635 $1.8M
Haverford Trust Co 0.02% Add +7.1% 17,563 $1.8M
Blue Zone Wealth Advisors, LLC 0.32% No change 17,534 $1.8M
StoryOne LLC 0.85% Add +0.0% 17,395 $1.8M
Patriot Investment Management Group, Inc. 0.10% Add +5.5% 17,342 $1.8M
Norden Group LLC 0.15% Add +1.6% 17,246 $1.8M
Focus Financial Network, Inc. 0.06% Reduce -35.4% 17,213 $1.8M
Davis R M Inc. 0.03% No change 17,181 $1.8M
Pennington Partners & Co., LLC 0.57% Add +0.0% 17,179 $1.8M
Legacy Capital Group California, Inc. 0.54% Add +13.7% 17,174 $1.8M
Genesis Wealth Advisors, LLC 1.07% No change 17,174 $1.8M
Indiana Trust & Investment Management Co 0.49% Reduce -2.6% 17,101 $1.8M
Savior LLC 5.09% Add +2.0% 17,080 $1.8M
Equitable Trust Co. 0.07% Add +3.8% 17,008 $1.8M
Midland Wealth Advisors, LLC 0.08% No change 16,973 $1.8M
SBI Securities Co., Ltd. 0.04% Add +7.2% 16,952 $1.8M
RFG Advisory, LLC 0.03% Add +2.6% 16,905 $1.8M
Fisher Asset Management 0.00% Reduce -32.9% 16,902 $1.8M
Bitterroot Capital Advisors LLC 1.06% No change 16,882 $1.8M
Teachers Insurance & Annuity Association of America 1.93% No change 16,845 $1.7M
Greenwood Gearhart LLC 0.08% No change 16,824 $1.7M
FDx Advisors, Inc. 0.53% Reduce -0.0% 16,795 $1.7M
City Center Advisors, LLC 1.41% Reduce -13.3% 16,722 $1.7M
Bahl & Gaynor LLC 0.01% Reduce -0.8% 16,706 $1.7M
TFC Financial Management, Inc. 0.19% Add +8.8% 16,694 $1.7M
Harbour Capital Advisors, LLC 0.31% No change 16,515 $1.7M
Lee Danner & Bass Inc. 0.10% Reduce -11.1% 16,574 $1.7M
First Manhattan Co. Llc. 0.00% Add +1.0% 16,501 $1.7M
Strategic Investment Advisors / MI 0.10% Add +4.3% 16,489 $1.7M
Cordgrass Capital Advisors, LLC 0.64% Reduce -1.1% 16,418 $1.7M
Athena Investment Management 1.01% Reduce -21.4% 16,414 $1.7M
Financial Discovery Group Inc. 3.62% Reduce -1.2% 16,340 $1.7M
Hollencrest Capital Management 0.11% No change 16,334 $1.7M
ProVise Management Group, LLC 0.11% Add +0.6% 16,322 $1.7M
Mairs & Power Inc. 0.02% Add +3.9% 16,317 $1.7M
Alpine Bank Wealth Management 0.22% Reduce -3.5% 16,307 $1.7M
Capital Investment Advisory Services, LLC 0.10% Add +585.0% 16,069 $1.7M
Members Trust Co 0.05% Add +16.4% 16,061 $1.7M
Zhang Financial LLC 0.05% Reduce -3.0% 16,049 $1.7M
Hexagon Capital Partners LLC 0.23% Reduce -24.7% 16,040 $1.7M
Independent Advisor Alliance 0.04% Reduce -70.1% 16,038 $1.7M
Triasima Portfolio Management inc. 0.22% Add +1.9% 16,023 $1.7M
Navis Wealth Advisors, LLC 0.63% Add +1.0% 15,993 $1.7M
Factor Wealth Management LTD 0.25% Reduce -12.0% 15,955 $1.7M
Leith Wheeler Investment Counsel Ltd. 0.13% Reduce -6.1% 15,951 $1.7M
Narus Financial Partners, LLC 0.42% Reduce -3.8% 15,925 $1.7M
North Star Investment Management Corp. 0.09% Reduce -3.0% 15,922 $1.7M
Trust Point Inc. 0.14% Reduce -2.0% 15,907 $1.7M
SageView Advisory Group, LLC 0.05% Reduce -0.1% 15,840 $1.6M
Wingate Wealth Advisors, Inc. 0.72% Add +0.7% 15,815 $1.6M
WLTH Capital Management, LLC 1.05% Reduce -4.6% 15,800 $1.6M
Cambient Family Office, LLC 0.20% No change 15,790 $1.6M
Legacy Bridge, LLC 0.51% Add +0.1% 15,769 $1.6M
Lowe Brockenbrough & Co. Inc. 0.07% No change 15,668 $1.6M
Patten Group, Inc. 0.25% Reduce -0.6% 15,589 $1.6M
Builder Investment Group Inc. 0.32% No change 15,562 $1.6M
Legacy Advisors, LLC 0.15% Add +0.3% 15,549 $1.6M
Marex Group Ltd 0.01% New 15,477 $1.6M
Granite Harbor Advisors, Inc. 0.64% Reduce -4.3% 15,448 $1.6M
Sterling Investment Advisors, Ltd. 0.27% Add +0.1% 15,575 $1.6M
Highland Investment Advisors LLC 0.70% — 15,388 $1.6M
Wolff Financial Management LLC 0.32% Add +0.3% 15,327 $1.6M
Apeiron RIA LLC 0.41% Add +8.2% 15,305 $1.6M
HighRoad Wealth Advisors, LLC 1.34% Reduce -1.2% 15,301 $1.6M
Affiance Financial, LLC 0.23% Add +2.0% 15,267 $1.6M
Traynor Capital Management, Inc. 0.07% Reduce -14.1% 15,261 $1.6M
Firestone Capital Management 0.29% Reduce -1.8% 15,246 $1.6M
Mainsail Asset Management, LLC 0.62% Add +1.4% 15,263 $1.6M
Cambridge Advisors Inc. 0.27% No change 15,182 $1.6M
Texas Yale Capital Corp. 0.03% Reduce -0.0% 15,070 $1.6M
LaSalle St. Investment Advisors, LLC 0.19% Add +0.4% 15,040 $1.6M
TFO Wealth Partners, LLC 0.17% Reduce -0.8% 15,017 $1.6M
Benjamin Edwards Inc. 0.01% Reduce -5.9% 14,999 $1.6M
Private Client Services, LLC 0.41% Add +3.0% 14,983 $1.6M
Pine Valley Investments Ltd Liability Co 0.07% Reduce -0.1% 14,944 $1.6M
PKS Advisory Services, LLC 0.25% Add +19.8% 14,898 $1.5M
Matrix Asset Advisors Inc. 0.13% Add +0.2% 14,881 $1.5M
Stordahl Capital Management, Inc. 0.28% Reduce -1.9% 14,843 $1.5M
Plancorp, LLC 0.04% Add +390.0% 14,931 $1.5M
Impact Capital Partners LLC 0.42% Add +61.8% 14,810 $1.5M
Manhattan West Asset Management, LLC 0.26% Reduce -2.2% 14,721 $1.5M
Sandy Cove Advisors, LLC 0.38% Add +11.0% 14,668 $1.5M
Tompkins Financial Corp. 0.11% No change 14,660 $1.5M
Henrickson Nauta Wealth Advisors, Inc. 0.37% No change 14,632 $1.5M
Capstone Investment Advisors, LLC 0.01% Reduce -90.3% 14,572 $1.5M
Hudson Portfolio Management LLC 1.14% Reduce -0.4% 14,539 $1.5M
Sunburst Financial Group, LLC 0.25% Reduce -0.1% 14,533 $1.5M
Cahaba Wealth Management, Inc. 0.09% Add +1.1% 14,475 $1.5M
Roehl & Yi Investment Advisors, LLC 0.49% No change 14,437 $1.5M
Emprise Bank 0.55% Reduce -0.2% 14,420 $1.5M
Diversified Portfolios, Inc. 0.11% Add +0.8% 14,403 $1.5M
Heritage Wealth Advisors 0.05% Add +4.2% 14,383 $1.5M
PFG Investments, LLC 0.06% Reduce -6.2% 14,374 $1.5M
Franklin, Parlapiano, Turner & Welch, LLC 0.34% No change 14,369 $1.5M
Hansen & Associates Financial Group, Inc. 0.85% Add +23.3% 14,065 $1.5M
Mutual Advisors, LLC 0.03% Reduce -51.8% 14,244 $1.5M
GW&K Investment Management, LLC 0.01% Add +8.6% 14,225 $1.5M
Clear Wave Wealth Management LLC 0.33% Add +19.3% 14,154 $1.5M
Innova Wealth Partners 0.61% Reduce -60.2% 14,107 $1.5M
Studio Investment Management LLC 0.25% Add +24.7% 14,106 $1.5M
Highland Capital Management, LLC 0.07% Reduce -0.1% 14,058 $1.5M
Harbour Investments, Inc. 0.02% Reduce -24.9% 14,014 $1.5M
Verition Fund Management LLC 0.01% Add +516.4% 14,004 $1.5M
Aspen Capital Management, LLC 0.32% No change 14,000 $1.5M
Del-Sette Capital Management, LLC 0.85% Reduce -0.2% 13,977 $1.5M
Ironwood Investment Counsel, LLC 0.19% Add +5.0% 13,910 $1.4M
Kingswood Wealth Advisors, LLC 0.06% Add +17.3% 13,897 $1.4M
Cordatus Wealth Management LLC 0.32% Reduce -0.2% 13,896 $1.4M
Sapient Capital LLC 0.02% No change 13,823 $1.4M
Insight Wealth Strategies, LLC 0.14% Add +0.9% 13,883 $1.4M
Towerpoint Wealth, LLC 0.49% Add +0.1% 13,698 $1.4M
NerdWallet Wealth Partners, LLC 0.49% Add +2.4% 13,676 $1.4M
CGN Advisors LLC 0.10% Reduce -0.4% 13,648 $1.4M
Long Road Investment Counsel, LLC 0.52% No change 13,640 $1.4M
Meeder Advisory Services, Inc. 0.05% No change 13,414 $1.4M
Rebalance, LLC 0.07% Add +9.5% 13,291 $1.4M
Frederick Financial Consultants, LLC 0.58% Reduce -1.2% 13,265 $1.4M
NorthCoast Asset Management LLC 0.03% Add +4.0% 13,231 $1.4M
Keudell/Morrison Wealth Management 0.26% No change 13,213 $1.4M
Sunflower Bank, N.A. 0.33% No change 13,190 $1.4M
Cyndeo Wealth Partners, LLC 0.06% Reduce -0.2% 13,117 $1.4M
Rothschild Wealth LLC 0.11% Add +2.0% 13,064 $1.4M
Aegis Wealth Management LLC 0.64% Add +26.1% 13,039 $1.4M
Greenup Street Wealth Management LLC 0.16% Reduce -4.3% 12,937 $1.3M
Orrstown Financial Services Inc. 0.20% Reduce -0.4% 12,917 $1.3M
Palumbo Wealth Management LLC 0.28% Add +1.3% 12,880 $1.3M
Condor Capital Management 0.10% Reduce -1.2% 12,877 $1.3M
Genesee Capital Advisors, LLC 0.42% Add +3.5% 12,855 $1.3M
Tortoise Investment Management, LLC 0.10% Reduce -11.8% 12,844 $1.3M
Quartz Partners, LLC 0.44% New 12,807 $1.3M
Pitcairn Wealth Advisors LLC 0.14% No change 12,701 $1.3M
Brandywine Oak Private Wealth LLC 0.10% No change 12,686 $1.3M
Corundum Trust Company, INC 3.51% Add +0.0% 12,656 $1.3M
Aspen Investment Management Inc 0.35% Reduce -1.9% 12,653 $1.3M
Park National Corp. 0.04% No change 12,620 $1.3M
Core Wealth Advisors, Inc. 0.26% No change 12,594 $1.3M
Certuity, LLC 0.06% Reduce -2.2% 12,554 $1.3M
First Merchants Corp. 0.05% Reduce -9.4% 12,537 $1.3M
Paladin Advisory Group, LLC 0.86% No change 12,505 $1.3M
Global Trust Wealth Management LLC 0.89% Reduce -10.7% 12,483 $1.3M
Park Capital Management, LLC / WI 0.76% No change 12,482 $1.3M
Kanawha Capital Management LLC 0.08% Reduce -1.4% 12,416 $1.3M
Sound Income Strategies, LLC 0.06% Add +6.9% 12,412 $1.3M
Advocacy Wealth Management, LLC 0.05% No change 12,345 $1.3M
Stratos Investment Management, LLC 0.05% Reduce -1.4% 12,304 $1.3M
Bank of Marin 0.89% Reduce -0.8% 12,262 $1.3M
High Net Worth Advisory Group LLC 0.27% No change 12,250 $1.3M
Sovereign Financial Group, Inc. 0.19% Reduce -1.9% 12,239 $1.3M
AE Wealth Management LLC 0.01% Reduce -24.3% 12,176 $1.3M
River Wealth Advisors LLC 0.13% Reduce -1.9% 12,168 $1.3M
Radnor Capital Management, LLC 0.18% No change 12,100 $1.3M
Nestegg Advisors, Inc. 0.89% Add +26.4% 12,060 $1.3M
Quarry LP 0.20% New 12,052 $1.3M
Next Capital Management LLC 0.34% No change 12,009 $1.2M
Willow Creek Capital Management, Inc. 1.21% — 11,970 $1.2M
Vantus Wealth LLC 0.66% — 11,920 $1.2M
Fortis Capital Advisors, LLC 0.14% Reduce -0.4% 11,908 $1.2M
BridgePort Financial Solutions, LLC 0.31% Reduce -2.1% 11,892 $1.2M
Ironwood Wealth Management, LLC. 0.27% Reduce -0.6% 11,875 $1.2M
Baron Wealth Management LLC 0.32% Reduce -0.1% 11,836 $1.2M
Vaquero Private Wealth, Ltd. 0.25% — 11,816 $1.2M
LCNB Corp. 0.38% No change 11,784 $1.2M
Financial Management Network Inc. 0.18% Add +0.6% 11,846 $1.2M
Tocqueville Asset Management L.P. 0.02% Add +2.9% 11,718 $1.2M
Keystone Wealth Services, LLC 0.23% Add +1.1% 11,673 $1.2M
Independent Wealth Network Inc. 0.31% Add +1.5% 11,650 $1.2M
One Charles Private Wealth Services, LLC 0.28% No change 11,643 $1.2M
Colonial Trust Co / SC 0.15% Add +1.4% 11,628 $1.2M
Northeast Investment Management 0.04% Reduce -1.4% 11,609 $1.2M
MidAtlantic Capital Management, Inc. 0.75% No change 11,604 $1.2M
Capital Investment Advisors, LLC 0.02% Add +6.0% 11,601 $1.2M
Missouri Trust & Investment Co 0.33% Reduce -2.6% 11,398 $1.2M
Victory Financial Group, LLC 0.13% Reduce -13.3% 11,551 $1.2M
Moody LYNN Lieberson & Walker, LLC 0.06% No change 11,536 $1.2M
Riverbridge Partners LLC 0.03% Reduce -31.4% 11,472 $1.2M
Edgestream Partners, L.P. 0.04% Add +115.4% 11,471 $1.2M
JSF Financial, LLC 0.19% Reduce -0.1% 11,440 $1.2M
MSH Capital Advisors LLC 0.21% No change 11,377 $1.2M
Bright Financial Advisors, Inc. 0.49% Reduce -3.8% 11,362 $1.2M
Croban 0.52% Reduce -86.2% 11,322 $1.2M
Betterment LLC 0.00% Add +3.8% 11,289 $1.2M
Seven Post Investment Office LP 0.33% No change 11,268 $1.2M
Mainstay Capital Management LLC 0.09% Add +1.9% 11,260 $1.2M
Flagship Private Wealth, LLC 0.41% Add +86.5% 11,245 $1.2M
Ledyard National Bank 0.09% Reduce -8.2% 11,229 $1.2M
Eagle Strategies LLC 0.12% Add +15.2% 11,208 $1.2M
Milestone Asset Management, LLC 0.18% Add +8.3% 11,184 $1.2M
Truefg, LLC 0.27% Reduce -1.2% 11,170 $1.2M
Cadent Capital Advisors, LLC 0.24% Add +9.9% 11,110 $1.2M
David J Yvars Group 0.57% Reduce -2.4% 11,069 $1.1M
Simplicity Wealth,LLC 0.04% Add +40.8% 10,957 $1.1M
Redwood Park Advisors LLC 0.82% Add +1.6% 10,946 $1.1M
Moneco Advisors, LLC 0.07% Add +111.2% 10,903 $1.1M
Oakworth Capital, Inc. 0.05% Add +11.4% 10,868 $1.1M
21 West Wealth Management LLC 0.96% No change 10,846 $1.1M
SC&H Financial Advisors, Inc. 0.15% Add +0.3% 10,835 $1.1M
Eagle Rock Investment Company, LLC 0.14% Reduce -7.0% 10,809 $1.1M
Lynch Investment Planning, LLC 0.86% Add +1.0% 10,802 $1.1M
Breakwater Capital Group 0.13% Reduce -0.3% 10,800 $1.1M
Cypress Wealth Services, LLC 0.14% Reduce -2.2% 10,799 $1.1M
Roof Eidam Maycock Peralta, LLC 0.22% No change 10,758 $1.1M
Koshinski Asset Management, Inc. 0.06% Reduce -5.0% 10,755 $1.1M
Sentinel Trust Co. Lba 0.10% Reduce -9.9% 10,699 $1.1M
Empower Advisory Group, LLC 0.00% Reduce -1.0% 10,681 $1.1M
HORAN Wealth, LLC 0.14% Reduce -49.4% 10,671 $1.1M
TCV Trust & Wealth Management, Inc. 0.08% Reduce -1.6% 10,618 $1.1M
Tiemann Investment Advisors, LLC 0.40% Reduce -0.9% 10,610 $1.1M
Beacon Financial Group 0.10% Reduce -24.2% 10,602 $1.1M
Flatrock Wealth Partners LLC 0.43% Add +3.5% 10,599 $1.1M
Empirical Asset Management, LLC 0.25% Add +0.8% 10,597 $1.1M
Peterson Wealth Advisors, LLC 0.13% Reduce -0.5% 10,580 $1.1M
Bath Savings Trust Co 0.11% Add +5.0% 10,574 $1.1M
CENTRAL TRUST Co 0.02% Add +2.0% 10,561 $1.1M
Bellwether Advisors, LLC 0.16% Add +89.1% 10,555 $1.1M
Wealthspire Retirement, LLC 0.06% Reduce -6.1% 10,521 $1.1M
55 North Private Wealth, LLC 0.21% No change 10,519 $1.1M
West Paces Advisors Inc. 0.18% Add +251.4% 10,469 $1.1M
Schusterman Interests, LLC 0.28% No change 10,460 $1.1M
Forte Asset Management LLC 0.44% No change 10,455 $1.1M
ESL Trust Services, LLC 0.18% No change 10,447 $1.1M
Headinvest, LLC 0.20% No change 10,445 $1.1M
IFG Advisory, LLC 0.04% New 10,440 $1.1M
Reston Wealth Management LLC 0.29% Add +4.3% 10,437 $1.1M
Ritter Daniher Financial Advisory LLC / DE 0.16% Reduce -2.8% 10,399 $1.1M
Parcion Private Wealth LLC 0.06% Add +26.9% 10,380 $1.1M
Private Wealth Group, LLC 0.41% No change 10,262 $1.1M
Clearbridge Investments, LLC 0.00% Reduce -46.1% 10,261 $1.1M
Decision Investments, Inc. 0.96% Add +0.7% 10,199 $1.1M
Pine Haven Investment Counsel, Inc 0.71% No change 10,197 $1.1M
Woodmont Investment Counsel LLC 0.06% No change 10,152 $1.1M
Beaumont Financial Advisors, LLC 0.07% Reduce -0.5% 10,146 $1.1M
WealthBridge Capital Management, LLC 0.21% New 10,080 $1.0M
Golden State Wealth Management, LLC 0.10% Reduce -0.6% 10,057 $1.0M
Shayne & Jacobs, LLC 0.31% No change 10,053 $1.0M
Signaturefd, LLC 0.01% Reduce -0.3% 10,052 $1.0M
TMB Capital Partners, LLC 0.32% Add +0.2% 9,989 $1.0M
O'Connor Financial Group LLC 0.37% Reduce -2.3% 9,984 $1.0M
Burney Co./ 0.03% No change 9,967 $1.0M
Gen-Wealth Partners Inc 0.29% No change 9,919 $1.0M
Zacks Investment Management 0.01% Add +8.6% 9,887 $1.0M
Johnson Financial Group, LLC 0.06% New 9,855 $1.0M
Partners in Financial Planning 0.16% Reduce -12.0% 9,845 $1.0M
Holistic Financial Partners 0.62% Reduce -0.2% 9,840 $1.0M
Crusonia Wealth Advisors LLC 0.17% Reduce -3.9% 9,827 $1.0M
Gladwyn Financial Advisors, Inc. 0.64% Add +3.4% 9,824 $1.0M
Vontobel Holding Ltd. 0.00% Add +1.6% 9,800 $1.0M
Whalerock Point Partners, LLC 0.18% Add +0.5% 9,798 $1.0M
Salem Investment Counselors Inc. 0.03% Add +1.0% 9,764 $1.0M
Thoroughbred Financial Services, LLC 0.05% Add +2.3% 9,764 $1.0M
Summit Wealth Partners, LLC 0.14% Add +5.7% 9,757 $1.0M
Wiregrass Investment Management LLC 0.69% Reduce -2.0% 9,756 $1.0M
Ritholtz Wealth Management 0.02% Add +18.0% 9,724 $1.0M
Private Wealth Management Group, LLC 0.23% No change 9,715 $1.0M
Marietta Wealth Management, LLC 0.10% No change 9,688 $1.0M
Aspen Grove Capital, LLC 0.14% Reduce -3.9% 9,678 $1.0M
Mezzasalma Advisors, LLC 0.20% Add +1.0% 9,678 $1.0M
Sonata Capital Group Inc. 0.32% Add +6.2% 9,668 $1.0M
InvesTrust 0.39% Reduce -0.5% 9,648 $1.0M
Client 1ST Advisory Group, LLC 0.27% Reduce -8.8% 9,633 $1.0M
Asset Dedication, LLC 0.06% Reduce -7.7% 9,607 $998K
Camden National Bank 0.13% Reduce -1.0% 9,598 $997K
Greenspring Advisors, LLC 0.06% Reduce -3.2% 9,549 $992K
Clear Point Advisors Inc. 0.88% New 9,547 $992K
Relyea Zuckerberg Hanson LLC 0.08% Add +0.9% 9,543 $991K
Wallace Hart LLC 0.62% Add +18.3% 9,538 $991K
Mission Financial Group, LLC 0.82% — 9,523 $989K
RKL Wealth Management LLC 0.08% Reduce -1.1% 9,498 $987K
Osborne Partners Capital Management, LLC 0.05% Reduce -44.1% 9,493 $986K
Thomasville National Bank 0.05% — 9,477 $984K
CWA Asset Management Group, LLC 0.03% Reduce -13.5% 9,466 $983K
Qube Research & Technologies Ltd 0.00% New 9,449 $982K
Truepoint, Inc. 0.02% Reduce -0.7% 9,428 $979K
Noble Wealth Management PBC 0.45% Reduce -2.9% 9,416 $978K
Stelac Advisory Services LLC 0.18% No change 9,415 $978K
Sigma Planning Corp 0.02% Add +2.1% 9,398 $976K
Lansing Street Advisors 0.21% Add +1.6% 9,388 $975K
Stephenson & Company, Inc. 0.46% Reduce -8.3% 9,373 $974K
Eagle Global Advisors LLC 0.03% Reduce -20.4% 9,290 $965K
Armbruster Capital Management, Inc. 0.14% No change 9,276 $964K
Evolution Wealth Advisors, LLC 0.11% Add +16.0% 9,266 $963K
Russell Investments Group, Ltd. 0.00% Add +96.7% 9,264 $962K
Trilogy Capital Inc. 0.04% Add +1.0% 9,234 $959K
Garde Capital, Inc. 0.04% Reduce -10.3% 9,232 $959K
Purkiss Capital Advisors LLC 0.36% No change 9,172 $953K
Alpha Omega Wealth Management LLC 0.14% Add +1.6% 9,162 $952K
Elgethun Capital Management 0.13% No change 9,138 $949K
Smartleaf Asset Management LLC 0.03% No change 9,148 $946K
Fifth Third Securities, Inc. 0.05% Reduce -74.3% 9,099 $945K
Strategic Advisory Partners, LLC 0.67% Reduce -2.2% 9,068 $942K
Consilium Wealth Advisory, LLC 0.28% No change 9,061 $941K
Kiley Juergens Wealth Management, LLC 0.15% Add +0.8% 9,013 $936K
Beese Fulmer Investment Management, Inc. 0.05% Reduce -5.0% 9,005 $935K
German American Bancorp, Inc. 0.07% Reduce -1.8% 8,986 $933K
Park Edge Advisors, LLC 0.20% Add +4.0% 8,978 $933K
American National Bank & Trust 0.08% Reduce -0.1% 8,973 $932K
Discipline Wealth Solutions, LLC 0.08% Reduce -2.6% 8,956 $930K
Alley Investment Management Company, LLC 0.11% Reduce -1.6% 8,945 $929K
Peoples Bank 0.48% Reduce -0.8% 8,939 $929K
Essex Financial Services, Inc. 0.05% Reduce -0.0% 8,937 $928K
Anchor Capital Advisors LLC 0.03% No change 8,935 $928K
Bond & Devick Financial Network, Inc. 0.23% Add +1.6% 8,932 $928K
MFA Wealth Services 0.55% Add +4.5% 8,927 $927K
Trust Co. of Oklahoma 0.24% No change 8,921 $927K
Yardley Wealth Management LLC 0.42% No change 8,905 $925K
Earnest Partners LLC 0.00% No change 8,905 $925K
Financial Solutions Advisory Group, Inc. 0.12% Reduce -0.8% 8,877 $922K
Stage Harbor Financial, LLC 0.53% No change 8,867 $921K
Fortitude Family Office, LLC 0.18% No change 8,838 $918K
Trust Co of the South 0.13% Add +6.6% 8,817 $916K
Amplius Wealth Advisors, LLC 0.07% Add +8.9% 8,795 $914K
Ausdal Financial Partners, Inc. 0.04% Reduce -88.4% 8,767 $911K
Trace Wealth Advisors, LLC 0.60% No change 8,765 $911K
Guidance Point Advisors, LLC 0.20% Add +2.3% 8,755 $910K
Tranquilli Financial Advisor LLC 0.49% Reduce -25.0% 8,737 $908K
Washington Trust Advisors, Inc. 0.07% Reduce -2.3% 8,701 $904K
Montag A & Associates Inc. 0.04% Reduce -21.9% 8,695 $903K
Caldwell Trust Co 0.07% Add +2.3% 8,689 $903K
Cove Private Wealth, LLC 0.17% Add +64.1% 8,666 $900K
Adirondack Trust Co. 0.27% Reduce -4.2% 8,656 $899K
Bragg Financial Advisors, Inc 0.02% Reduce -0.6% 8,652 $899K
Saxon Interests, Inc. 0.25% Reduce -4.5% 8,641 $898K
Plimoth Trust Co. LLC 0.18% Add +5.9% 8,619 $895K
Arcus Capital Partners, LLC 0.37% Reduce -7.9% 8,606 $894K
Total Investment Management Inc. 0.09% Reduce -6.5% 8,466 $894K
Aspen Wealth Management LLC 0.15% Add +1.5% 8,600 $893K
AssuredPartners Investment Advisors, LLC 0.09% Add +46.7% 8,560 $889K
Fidelity D & D Bancorp Inc. 0.30% Add +3.3% 8,538 $887K
Compass Planning Associates Inc 0.48% Add +0.3% 8,537 $887K
Continuum Advisory, LLC 0.07% Add +2.5% 8,516 $885K
Cypress Financial Planning LLC 0.22% Reduce -4.3% 8,507 $884K
Bedminster, LLC 0.75% Reduce -15.0% 8,497 $883K
Mechanics Bank Trust Department 0.11% No change 8,470 $880K
Operose Advisors LLC 0.17% No change 8,457 $879K
Peak Asset Management, LLC 0.13% No change 8,405 $873K
Grandfield & Dodd, LLC 0.05% Add +40.3% 8,355 $868K
Essex Bank 0.19% Reduce -0.8% 8,348 $867K
Hohimer Wealth Management, LLC 0.09% No change 8,331 $865K
Zions Bancorporation, National Association 0.05% No change 8,321 $864K
Argent Advisors, Inc. 0.22% No change 8,288 $861K
Tred Avon Family Wealth, LLC 0.26% No change 8,287 $861K
MBL Wealth, LLC 0.06% Reduce -26.9% 8,240 $856K
Cypress Capital Group 0.08% No change 8,176 $849K
Culbertson A N & Co. Inc. 0.10% Add +18.6% 8,131 $845K
Vilga Financial Planning LLC 0.64% No change 8,121 $844K
Centerpoint Advisors, LLC 0.24% No change 8,102 $842K
Tucker Asset Management LLC 0.21% Add +10.0% 8,096 $841K
Boston Family Office LLC 0.05% No change 8,097 $841K
Interchange Capital Partners, LLC 0.16% Reduce -3.9% 8,082 $840K
Eight 31 Financial, LLC 0.50% Reduce -2.9% 8,068 $838K
Oarsman Capital, Inc. 0.09% Add +1.2% 8,031 $834K
Stratos Wealth Advisors, LLC 0.05% Add +5.4% 8,029 $834K
Mine & Arao Wealth Creation & Management, LLC. 0.30% Add +1.5% 8,027 $834K
Collective Family Office LLC 0.17% Reduce -2.7% 8,011 $832K
Moisand Fitzgerald Tamayo, LLC 0.08% Reduce -0.3% 7,999 $831K
3Chopt Investment Partners, LLC 0.16% No change 7,984 $829K
Lutz Financial Services LLC 0.05% Reduce -1.6% 7,979 $829K
Cardinal Point Capital Management ULC 0.05% Reduce -2.9% 7,953 $826K
Disciplined Investments, LLC 0.27% Reduce -8.1% 7,949 $826K
Exchange Bank 0.51% Reduce -3.5% 7,941 $825K
Aprio Wealth Management, LLC 0.04% Reduce -0.1% 7,912 $822K
Townsend Asset Management Corp. /NC/ 0.26% Add +0.7% 7,900 $821K
Fca Corp. 0.20% Reduce -0.1% 7,875 $818K
Yukon Wealth Management, Inc. 0.23% New 7,843 $815K
First American Bank 0.05% Add +6.6% 7,792 $809K
New Age Alpha Advisors, LLC 0.03% Reduce -33.2% 7,780 $808K
Romano Brothers and Company 0.08% Reduce -7.9% 7,767 $807K
Clarity Financial LLC 0.07% Add +0.6% 7,762 $806K
GTS Securities LLC 0.02% Reduce -61.8% 7,745 $805K
Chemistry Wealth Management LLC 0.13% Reduce -1.2% 7,743 $804K
Doliver Advisors, LP 0.18% Reduce -0.4% 7,703 $800K
Pinnacle Wealth Management Advisory Group, LLC 0.05% Add +1.3% 7,700 $800K
Selby Wealth Management, LLC 0.28% Add +0.0% 7,695 $799K
Opinicus Capital, Inc. 0.43% Add +1.6% 7,651 $795K
Intellectus Partners, LLC 0.14% Add +49.0% 7,635 $793K
Sound View Wealth Advisors Group, LLC 0.05% Add +1.8% 7,601 $790K
MBA Advisors LLC 0.27% Reduce -6.2% 7,600 $789K
Piscataqua Savings Bank 0.53% No change 7,591 $789K
Easterly Investment Partners LLC 0.04% Add +23.6% 7,581 $788K
Peoples Bank 0.76% Add +0.6% 7,574 $787K
Van Hulzen Asset Management, LLC 0.06% No change 7,566 $786K
Security Financial Services, INC. 0.11% Reduce -3.2% 7,566 $786K
Lynx Investment Advisory 0.26% Add +189.3% 7,565 $786K
KLCM Advisors, Inc. 0.06% No change 7,557 $785K
Elevation Wealth Partners, LLC 0.23% Add +0.6% 7,539 $783K
Cidel Asset Management Inc. 0.04% No change 7,500 $779K
JNBA Financial Advisors 0.06% No change 7,478 $777K
Beacon Bank & Trust 0.15% Reduce -5.2% 7,442 $773K
Leisure Capital Management 0.24% No change 7,440 $773K
GWN Securities Inc. 0.13% Add +146.2% 7,397 $768K
Integrity Advisory Solutions, LLC 0.08% Add +12.4% 7,378 $766K
Clifford Swan Investment Counsel LLC 0.02% No change 7,365 $765K
Austin Asset Management Co Inc 0.11% Add +4.9% 7,352 $764K
Revolve Wealth Partners, LLC 0.08% Add +0.0% 7,346 $763K
St Germain D J Co. Inc. 0.03% Reduce -14.0% 7,309 $759K
TrustBank 0.26% No change 7,290 $757K
Lincoln Capital Corp. 0.25% Reduce -1.9% 7,278 $756K
tru Independence LLC 0.33% Reduce -0.4% 7,277 $756K
Ti-Trust, Inc. 0.41% No change 7,276 $756K
Brand Asset Management Group, Inc. 0.17% No change 7,237 $752K
Lifeworks Advisors, LLC 0.08% No change 7,212 $749K
Heritage Trust Co 0.06% Add +19.3% 7,203 $748K
Beaird Harris Wealth Management, LLC 0.05% Reduce -0.7% 7,166 $744K
Beacon Financial Planning, Inc. 0.25% Reduce -0.8% 7,144 $742K
Avail Investment Partners, LLC 0.57% No change 7,138 $741K
Investment Research Partners LLC 0.25% No change 7,138 $741K
Donor Advised Charitable Giving, Inc. 0.02% Reduce -4.5% 7,132 $741K
Roman Butler Fullerton & Co. 0.18% Reduce -53.1% 7,148 $738K
Ancora Advisors LLC 0.01% Reduce -14.6% 7,095 $737K
KCM Investment Advisors LLC 0.02% Add +12.9% 7,078 $735K
World Equity Group, Inc. 0.16% Add +2.8% 7,076 $735K
Avantax Planning Partners, Inc. 0.02% Reduce -36.7% 7,072 $735K
TruNorth Capital Management, LLC 0.12% Reduce -7.7% 7,044 $732K
Anchor Investment Management, LLC 0.05% Add +0.0% 7,034 $731K
Awm Capital, LLC 0.06% No change 7,000 $727K
Acorn Wealth Advisors, LLC 0.18% Add +18.4% 6,999 $727K
Waterford Advisors, LLC 0.20% Reduce -20.0% 6,995 $727K
Castellan Group 0.08% New 6,995 $727K
CGC Financial Services, LLC 0.16% No change 6,974 $724K
Sage Capital Advisors,llc 0.15% Add +0.4% 6,970 $724K
Vident Advisory, LLC 0.01% New 6,964 $723K
SkyOak Wealth, LLC 0.12% Add +4.6% 6,942 $721K
Measured Risk Portfolios, Inc. 0.64% Reduce -0.1% 6,939 $721K
Kintra Wealth, LLC 0.04% Add +63.0% 6,619 $719K
Aventura Private Wealth, LLC 0.22% Add +27.3% 6,925 $719K
Wealth Preservation Advisors, LLC 0.41% Add +63.4% 6,899 $717K
Panoramic Capital Partners, LLC 0.34% No change 6,892 $716K
Soltis Investment Advisors LLC 0.04% Reduce -7.2% 6,887 $715K
Liberty Wealth Management LLC 0.09% No change 7,345 $713K
SeaCrest Wealth Management, LLC 0.08% Reduce -43.6% 6,856 $712K
Carret Asset Management, LLC 0.06% No change 6,822 $709K
Westwood Holdings Group Inc. 0.01% Reduce -9.6% 6,815 $708K
Vested Financial Planning, LLC 0.47% Add +2.3% 6,805 $707K
Dynamic Financial Group 0.53% Add +7.6% 6,805 $707K
Ullmann Wealth Partners Group, LLC 0.06% Add +0.3% 6,793 $706K
FLC Capital Advisors 0.12% No change 6,786 $705K
Pacific Sage Partners, LLC 0.10% No change 6,754 $702K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.01% No change 6,749 $701K
MKD Wealth Coaches, LLC 0.60% No change 6,747 $701K
Independent Family Office, LLC 0.28% No change 6,728 $699K
Segment Wealth Management, LLC 0.04% Add +41.4% 6,690 $695K
Axis Wealth Partners, LLC 0.33% Reduce -0.0% 6,684 $694K
NorthCrest Asset Manangement, LLC 0.02% Add +62.3% 6,669 $693K
Permanent Capital Management, LP 0.09% No change 6,648 $691K
Transcend Capital Advisors, LLC 0.05% Reduce -22.8% 6,647 $690K
True North Advisors, LLC 0.07% Reduce -17.4% 6,612 $687K
Duncan Williams Asset Management, LLC 0.15% Add +0.3% 6,606 $686K
Altman Advisors, Inc. 0.25% New 6,605 $686K
Nations Financial Group Inc, /Ia/ 0.03% Add +5.1% 6,594 $685K
Cornerstone Wealth Management, LLC 0.03% Reduce -6.9% 6,574 $683K
ORBA Wealth Advisors, L.L.C. 0.58% Reduce -18.0% 6,559 $681K
Pacific Capital Wealth Advisors, Inc. 0.10% Reduce -0.9% 6,546 $680K
Charles Schwab Trust Co 0.04% Add +12.8% 6,526 $678K
Fi3 FINANCIAL ADVISORS, LLC 0.16% Reduce -80.2% 10,136 $674K
JDM Financial Group LLC 0.23% No change 6,458 $671K
Howard Wealth Management, LLC 0.25% Add +0.2% 6,382 $663K
Sentry LLC 0.19% Add +9.9% 6,379 $663K
Spinnaker Trust 0.03% No change 6,377 $662K
Tilson Financial Group, Inc. 0.18% Add +1.1% 6,370 $662K
Investmark Advisory Group LLC 0.25% Add +0.5% 6,347 $659K
Mascoma Wealth Management LLC 0.12% Add +1.3% 6,346 $659K
Central Valley Advisors, LLC 0.17% Add +23.2% 6,343 $659K
Wagner Wealth Management, Corp 0.53% Reduce -2.4% 6,303 $655K
Mayport, LLC 0.10% No change 6,294 $654K
Great Diamond Partners, LLC 0.11% Reduce -3.4% 6,287 $653K
Clark Asset Management, LLC 0.05% Add +5.2% 6,265 $651K
Wealthfront Advisers LLC 0.00% Add +10.7% 6,255 $650K
Horizon Advisory Services, Inc. 0.27% Reduce -1.9% 6,250 $649K
Gainline Financial Partners, LLC 0.61% — 6,250 $649K
Sage Rhino Capital LLC 0.11% Add +0.2% 6,235 $648K
TrinityBridge Ltd 0.02% No change 6,232 $647K
Bangor Savings Bank 0.05% Add +3.9% 6,214 $646K
Rose Capital Advisors LLC 0.35% — 6,210 $645K
Finward Bancorp 0.49% Add +1.6% 6,207 $645K
Advocate Investing Services LLC 0.50% No change 6,200 $644K
Greenwich Wealth Management LLC 0.02% No change 6,185 $642K
Security National Bank of So Dak 0.30% No change 6,170 $641K
Circle Wealth Management, LLC 0.01% Add +0.5% 6,166 $641K
Meridian Financial Partners LLC 0.22% No change 6,115 $640K
Monte Financial Group, LLC 0.20% No change 6,042 $638K
Kavar Capital Partners Group, LLC 0.08% Add +13.1% 6,137 $638K
Rockwood Wealth Management, LLC 0.04% Reduce -19.9% 6,085 $632K
Baker Tilly Wealth Management, LLC 0.14% Add +7.9% 6,079 $631K
Cynosure Group, LLC 0.09% Add +1.6% 6,069 $630K
Lakeshore Financial Planning, Inc. 0.20% No change 6,068 $630K
PFG Advisors 0.03% Add +7.7% 6,066 $630K
White Lighthouse Investment Management Inc. 0.08% No change 6,058 $629K
Hardin Capital Partners, LLC 0.29% No change 6,030 $626K
Sage Financial Group Inc. 0.03% Add +0.1% 6,023 $626K
Contravisory Investment Management, Inc. 0.11% Reduce -28.4% 6,018 $625K
Clarkston Capital Partners, LLC 0.05% No change 5,992 $622K
Berkeley Capital Partners, LLC 0.13% Add +0.4% 5,981 $621K
First Trust Advisors LP 0.00% Reduce -14.7% 5,951 $618K
Taylor Hoffman Capital Management LLC 0.15% No change 5,949 $618K
International Assets Investment Management, LLC 0.04% Reduce -44.0% 5,950 $613K
Mosaic Financial Group, LLC 0.39% Add +0.4% 5,885 $611K
Insight Advisors, LLC/ PA 0.11% Reduce -2.8% 5,862 $609K
Sageworth Trust Co 0.02% No change 5,853 $608K
Indivisible Partners 0.03% Add +60.1% 5,850 $608K
Forum Private Client Group LLC 0.18% Reduce -4.3% 5,850 $608K
Brookmont Capital Management 0.33% Reduce -9.2% 5,839 $607K
Mission Creek Capital Partners, Inc. 0.11% Add +149.9% 5,835 $606K
Hudock, Inc. 0.08% Add +22.0% 5,826 $605K
Harvest Investment Services, LLC 0.09% Reduce -7.4% 5,796 $602K
Bison Wealth, LLC 0.06% Add +32.3% 5,706 $602K
Howland Capital Management LLC 0.02% No change 5,781 $601K
Farrell Financial LLC 0.32% Add +0.4% 5,776 $600K
Members Wealth LLC 0.33% Add +17.2% 5,769 $599K
Creekside Partners 0.22% Add +1.0% 5,757 $598K
Key Financial Inc 0.10% No change 5,748 $597K
Granite Bay Wealth Management, LLC 0.05% New 5,740 $596K
Turn8 Private Wealth Inc. 0.40% Reduce -2.8% 5,735 $596K
Diversify Advisory Services, LLC 0.01% New 5,733 $596K
Diversify Wealth Management, LLC 0.01% Add +3.4% 5,733 $596K
Trust Co 0.05% No change 5,726 $595K
Hamilton Wealth, LLC 0.11% No change 5,723 $595K
Sightline Wealth Advisors, LLC 0.22% Add +0.6% 5,707 $593K
Atalanta Sosnoff Capital, LLC 0.01% No change 5,706 $593K
InTrack Investment Management Inc 0.29% Reduce -21.5% 5,698 $592K
Family Office Research LLC 0.22% Reduce -2.0% 5,695 $592K
Shared Vision Wealth Group LLC 0.20% Add +0.1% 5,665 $588K
Canopy Partners, LLC 0.18% No change 5,634 $585K
CPC Advisors, LLC 0.08% Reduce -15.5% 5,624 $584K
Twin Focus Capital Partners, LLC 0.06% No change 5,616 $583K
Samalin Investment Counsel, LLC 0.19% Add +1.3% 5,609 $583K
Community Trust & Investment Co. 0.03% Add +3.9% 5,601 $582K
Kovack Advisors, Inc. 0.03% Add +4.1% 5,605 $579K
Signature Estate & Investment Advisors LLC 0.01% Add +4.9% 5,571 $579K
Woodside Wealth Management LLC 0.40% No change 5,560 $578K
DDFG, Inc 0.11% Reduce -2.5% 5,558 $577K
HCR Wealth Advisors 0.05% Reduce -0.0% 5,557 $577K
CFG Wealth Management Services, Inc. 0.56% No change 6,056 $574K
Ellevest, Inc. 0.07% Reduce -4.8% 5,522 $574K
Ofc Financial Planning, LLC 0.51% No change 5,517 $573K
Financial Advisory Corp 0.08% No change 5,511 $572K
Magnus Financial Group LLC 0.04% Add +2.6% 5,501 $571K
American Wealth Advisors, LLC 0.54% Add +0.5% 5,499 $571K
Mittelman Wealth Management 0.38% Reduce -40.5% 3,268 $571K
Archvest Wealth Advisors, Inc. 0.33% Add +0.2% 5,492 $570K
Financial Guidance Group, Inc. 0.21% Reduce -2.8% 5,458 $567K
Laffer Tengler Investments, Inc. 0.08% Reduce -10.8% 5,453 $566K
First National Bank Sioux Falls 0.15% No change 5,496 $566K
Colorado Capital Management, Inc. 0.19% Reduce -6.0% 5,452 $566K
Formidable Asset Management, LLC 0.09% Reduce -0.6% 5,814 $565K
Ameritas Investment Partners, Inc. 0.01% Reduce -16.6% 5,413 $562K
Premier Path Wealth Partners, LLC 0.06% Add +26.2% 5,412 $562K
Garner Asset Management Corp 0.18% Add +1.4% 5,404 $561K
Tulsa Wealth Advisors, INC 0.08% Add +1.9% 5,397 $561K
Verum Partners LLC 0.08% Add +26.2% 5,378 $559K
Meramec Financial Planners, LLC 0.20% Reduce -8.4% 5,348 $556K
North Star Asset Management Inc. 0.02% Reduce -0.5% 5,339 $555K
Guardian Partners Inc. 0.05% Add +105.8% 5,329 $554K
Aberdeen Wealth Management LLC 0.27% Reduce -11.5% 5,327 $553K
Global Financial Private Client, LLC 0.15% No change 5,320 $553K
Adirondack Capital Advisors, LLC 0.30% No change 5,317 $552K
Alpha Zero LLC 0.21% No change 5,320 $552K
YHB Investment Advisors, Inc. 0.04% Reduce -0.5% 5,288 $549K
Xcelsior Advisor Partners LLC 0.07% New 5,264 $547K
Marion Wealth Management 0.11% Reduce -4.8% 5,259 $546K
Gilman Hill Asset Management, LLC 0.08% No change 5,231 $543K
DB Fitzpatrick & Co, Inc 0.44% Reduce -1.1% 5,223 $543K
KWB Wealth 0.05% No change 5,201 $540K
Pioneer Trust Bank N A 0.12% No change 5,200 $540K
Advantage Trust Co 0.19% New 5,190 $539K
Petersen Hastings Wealth Advisors Inc. 0.05% No change 5,183 $538K
Norway Savings Bank 0.23% Reduce -0.5% 5,180 $538K
Gables Capital Management Inc. 0.19% No change 5,179 $538K
Oak Family Advisors, LLC 0.16% No change 5,175 $538K
Frisch Financial Group, Inc. 0.09% Reduce -20.2% 5,166 $537K
GAMMA Investing LLC 0.02% Add +13.0% 5,155 $536K
Stonehaven Wealth & Tax Solutions, LLC 0.43% Reduce -0.0% 5,154 $535K
First Business Financial Services, Inc. 0.04% No change 5,128 $533K
Quadcap Wealth Management, LLC 0.05% New 5,124 $532K
NORTHSTAR ASSET MANAGEMENT Co 0.10% New 5,143 $532K
Blake Schutter Theil Wealth Advisors, LLC 0.36% No change 5,108 $531K
Forum Financial Management, LP 0.01% Add +2.4% 5,091 $529K
Old Second National Bank of Aurora 0.10% No change 5,070 $527K
Climber Capital SA 0.32% No change 5,070 $526K
WestHill Financial Advisors, Inc. 0.09% Reduce -8.8% 5,054 $525K
Gallacher Capital Management LLC 0.29% Reduce -80.1% 5,046 $524K
Arlington Financial Advisors, LLC 0.07% No change 5,040 $524K
Piedmont Capital Management, LLC 0.32% No change 5,038 $523K
COFG Advisors, LLC 0.09% Add +25.5% 5,018 $521K
Duncker Streett & Co. Inc. 0.09% No change 5,016 $521K
Meridian Financial Advisors, LLC 0.25% Add +2.4% 5,013 $521K
Telos Capital Management, Inc. 0.05% No change 5,009 $520K
Citizens National Bank Trust Department 0.08% No change 5,005 $520K
Forza Wealth Management, LLC 0.16% No change 5,000 $519K
Itau Unibanco Holding S.A. 0.01% No change 5,000 $519K
Wealth Alliance, LLC 0.04% New 4,983 $518K
Weaver Consulting Group 0.11% New 4,974 $517K
Acima Private Wealth, LLC 0.15% No change 4,970 $516K
Lewis Asset Management, LLC 0.18% Add +6.3% 4,969 $516K
Schrum Private Wealth Management LLC 0.53% Reduce -17.9% 6,205 $513K
LJI Wealth Management, LLC 0.07% Reduce -15.9% 4,935 $513K
Clientfirst Wealth Management, LLC 0.42% No change 4,930 $512K
Ipswich Investment Management Co., Inc. 0.11% Reduce -1.0% 4,923 $511K
Magnolia Capital Management Ltd. 0.35% Reduce -2.4% 4,915 $511K
Chapin Davis, Inc. 0.09% Reduce -61.9% 4,917 $511K
Occidental Asset Management, LLC 0.05% Add +57.9% 4,895 $509K
Gradient Capital Advisors, LLC 0.12% No change 4,885 $507K
Delta Investment Management, LLC 0.08% No change 4,873 $506K
Avalon Trust Co 0.03% Add +3.6% 4,847 $504K
Northside Capital Management, LLC 0.04% No change 4,833 $502K
First National Advisers, LLC 0.07% Add +69.4% 4,828 $502K
Tower Bridge Advisors 0.04% New 4,806 $499K
McMillan Office, Inc. 0.06% No change 4,800 $499K
CNB Bank 0.19% Add +0.6% 4,798 $498K
Valued Retirements, Inc. 0.45% Reduce -65.9% 4,796 $498K
DBK Financial Counsel, LLC 0.42% Reduce -0.2% 4,781 $497K
Koss-Olinger Consulting, LLC 0.04% Reduce -40.4% 4,763 $495K
Regent Peak Wealth Advisors LLC 0.09% No change 4,742 $493K
Fortress Private Ledger, LLC 0.13% Reduce -4.1% 4,738 $492K
Gateway Wealth Partners, LLC 0.03% Reduce -66.0% 4,733 $492K
OneAscent Financial Services LLC 0.02% Add +0.9% 4,728 $491K
Tradition Wealth Management, LLC 0.03% Reduce -3.7% 4,721 $490K
Sound Stewardship, LLC 0.20% Add +0.2% 4,720 $490K
Castle Wealth Management LLC 0.14% Reduce -1.1% 4,703 $489K
Cora Capital Advisors LLC 0.14% No change 4,695 $488K
Wealth Dimensions Group, Ltd. 0.09% No change 4,691 $487K
Councilmark Asset Management, LLC 0.26% No change 4,680 $486K
Valley Financial Group, Inc. 0.24% Reduce -7.4% 4,674 $486K
Physician Wealth Advisors, Inc. 0.06% Reduce -1.0% 4,666 $485K
Florida Financial Advisors, LLC 0.08% Add +12.0% 4,656 $484K
Argus Investors' Counsel, Inc. 0.37% Add +0.8% 4,645 $483K
TRB Wealth Management, LLC 0.06% Reduce -0.6% 4,642 $482K
Sound Portfolio Advisors, LLC 0.34% No change 4,628 $481K
Clark Capital Management Group, Inc. 0.00% No change 4,626 $481K
OMNI 360 Wealth, Inc. 0.22% Add +0.2% 4,625 $480K
Ground Swell Capital, LLC 0.53% New 4,616 $480K
Wealth Architects, LLC 0.04% Reduce -5.0% 4,570 $475K
Up Strategic Wealth Investment Advisors LLC 0.28% No change 4,408 $474K
Integris Wealth Management, LLC 0.10% No change 4,540 $472K
Vawter Financial, Ltd. 0.18% Add +4.5% 4,531 $471K
TCW Group Inc. 0.00% Reduce -40.6% 4,530 $471K
Elequin Capital, LP 0.08% New 4,529 $470K
Landmark Wealth Management, LLC 0.11% Add +0.1% 4,524 $470K
Absolute Capital Management, LLC 0.12% New 4,519 $469K
GHP Investment Advisors, Inc. 0.02% Reduce -6.1% 4,514 $469K
Bank of Stockton 0.13% Reduce -18.1% 4,510 $468K
Hillcrest Wealth Advisors - NY, LLC 0.17% No change 4,500 $467K
Welch Group, LLC 0.02% Add +0.8% 4,500 $467K
Financial Partners Group, Inc 0.05% Add +0.1% 4,493 $467K
Capital Asset Managemnet, LLC 1.05% No change 4,478 $465K
Kohmann Bosshard Financial Services, LLC 0.04% Add +0.1% 4,415 $459K
Magnolia Capital Advisors LLC 0.08% Add +0.2% 4,393 $456K
Vista Capital Partners, Inc. 0.04% No change 4,388 $456K
Decker Wealth Management LLC 0.10% No change 4,386 $456K
North Berkeley Wealth Management, LLC 0.18% Reduce -14.7% 4,383 $455K
RTD Financial Advisors, Inc. 0.05% Add +18.5% 4,363 $453K
Westfuller Advisors, LLC 0.17% Add +2.7% 4,362 $453K
Gibson Capital, LLC 0.07% No change 4,357 $453K
Vance Wealth, LLC 0.10% No change 4,350 $452K
Transcendent Capital Group LLC 0.17% Add +0.7% 4,331 $450K
MKT Advisors LLC 0.14% Reduce -5.8% 4,312 $449K
Meridian Investment Counsel Inc. 0.10% No change 4,323 $449K
Timonier Family Office, LTD. 0.13% — 4,312 $448K
West Bancorporation Inc. 0.19% Reduce -8.9% 4,309 $448K
Cohen Klingenstein LLC 0.01% No change 4,300 $447K
Olde Wealth Management, LLC 0.13% No change 4,297 $446K
SMH Capital Advisors Inc. 1.74% Add +0.3% 4,282 $445K
Shepherd Financial Partners LLC 0.04% New 4,278 $444K
3 Factor Indexing, LLC 0.38% No change 4,273 $444K
Wolff Wiese Magana LLC 0.20% Reduce -44.2% 4,250 $441K
Banque Pictet & Cie SA 0.00% No change 4,236 $440K
Plum Street Advisors, LLC 0.14% No change 4,221 $438K
Steigerwald, Gordon & Koch Inc. 0.04% Reduce -1.8% 4,215 $438K
Carrera Capital Advisors 0.06% Add +1.9% 4,209 $437K
Financial Alternatives, Inc 0.21% No change 4,200 $436K
Laurel Oak Wealth Management, LLC 0.06% Add +5.1% 4,192 $436K
Navigate Wealth Management, LLC 0.27% Reduce -2.9% 4,214 $435K
ARK & TLK Investments, LLC 0.11% Reduce -0.9% 4,172 $433K
Storgate, LLC 0.09% New 4,167 $433K
FourThought Financial Partners, LLC 0.03% Reduce -0.9% 4,160 $432K
Financial Insights, Inc. 0.12% No change 4,158 $432K
Monetary Management Group Inc. 0.09% Add +14.6% 4,155 $432K
Cortland Associates Inc. 0.06% Add +0.2% 4,151 $431K
Shelton Capital Management 0.01% Reduce -48.6% 4,138 $430K
Arq Wealth Advisors, LLC 0.05% Reduce -36.9% 4,114 $429K
Horizon Investment Services, LLC 0.12% No change 4,122 $428K
Sentinel Wealth Management, Inc. 0.30% No change 4,112 $427K
M Wealth Management, LLC 0.34% No change 4,111 $427K
Cozad Asset Management Inc. 0.03% Add +3.9% 4,102 $426K
Trivant Custom Portfolio Group, LLC 0.23% Add +0.2% 4,093 $425K
Boston Common Asset Management, LLC 0.03% Reduce -25.6% 4,095 $425K
XY Planning Network, Inc. 0.05% Add +23.5% 4,075 $423K
Advisors Capital Management, LLC 0.00% Add +30.4% 4,069 $423K
Park Place Capital Corp 0.07% Reduce -0.4% 4,057 $421K
Deroy & Devereaux Private Investment Counsel Inc. 0.02% No change 4,050 $421K
DeLarme Wealth Management, Inc. 0.24% Add +0.4% 4,052 $421K
UNIVEST FINANCIAL Corp 0.02% New 4,045 $420K
Financial Management Professionals, Inc. 0.04% Reduce -7.4% 4,033 $419K
Donaldson Capital Management, LLC 0.01% Add +1.0% 4,028 $418K
S.A. Mason LLC 0.13% No change 4,024 $418K
TRUE Private Wealth Advisors 0.04% No change 4,022 $418K
Elwood & Goetz Wealth Advisory Group, LLC 0.06% Reduce -0.8% 4,013 $417K
North Capital, Inc. 0.31% Add +85.2% 4,006 $416K
Arkos Global Advisors 0.05% Add +0.8% 4,000 $416K
Compass Financial Management LLC 0.05% — 3,995 $416K
Godshalk Welsh Capital Management, Inc. 0.22% No change 4,000 $416K
Searle & Co. 0.09% No change 4,000 $416K
Burling Wealth Partners, LLC 0.06% No change 3,999 $415K
Sendero Wealth Management, LLC 0.04% No change 3,988 $414K
W.G. Shaheen & Associates DBA Whitney & Co 0.03% Add +20.6% 3,980 $413K
JPL Wealth Management, LLC 0.08% No change 3,965 $412K
Foster Victor Wealth Advisors, LLC 0.02% Add +0.1% 3,953 $411K
MMBG Investment Advisors Co. 0.03% No change 3,950 $410K
Morton Capital Management LLC 0.06% No change 3,948 $410K
Praetorian Wealth Management, Inc. 0.07% Add +6.7% 3,947 $410K
Richards, Merrill & Peterson, Inc. 0.13% Add +11.1% 3,941 $409K
Comprehensive Money Management Services LLC 0.26% No change 3,937 $409K
Concord Wealth Partners 0.05% Add +1.6% 3,935 $409K
Redhawk Wealth Advisors, Inc. 0.04% Reduce -96.3% 3,934 $409K
Werba Rubin Papier Wealth Management 0.05% Add +1.0% 3,934 $409K
Asset Allocation & Management Company, LLC 0.13% No change 3,930 $408K
Smithbridge Asset Management Inc. 0.06% Reduce -84.6% 3,890 $404K
Winebrenner Capital Management LLC 0.25% No change 3,886 $404K
CPA Asset Management Group, LLC 0.12% Reduce -3.2% 3,875 $403K
Bull Street Advisors, LLC 0.18% No change 3,853 $400K
Green Ridge Wealth Planning LLC 0.17% Reduce -57.1% 3,848 $400K
Ballast Rock Private Wealth LLC 0.18% Reduce -74.9% 3,840 $399K
Downshift Financial, LLC 0.18% No change 3,831 $398K
Baldwin Investment Management, LLC 0.04% No change 3,825 $397K
Pension & Wealth Management Advisors, Inc. 0.11% Add +0.8% 3,820 $397K
Family Manage LLC 0.04% No change 3,820 $397K
Founders Financial Securities LLC 0.02% No change 3,811 $396K
Lakeridge Wealth Management LLC 0.14% Add +1.1% 3,802 $395K
Wagner Wealth Management, LLC 0.07% No change 3,799 $395K
Symphony Financial, Ltd. Co. 0.04% New 3,788 $393K
Invesco Ltd. 0.00% Reduce -65.9% 3,778 $392K
New Covenant Trust Company, N.A. 0.30% No change 3,772 $392K
Evernest Financial Advisors, LLC 0.08% Add +0.1% 3,758 $390K
Cambria Investment Management, L.P. 0.02% New 3,745 $389K
Legacy Edge Advisors, LLC 0.04% No change 3,728 $387K
Fiduciary Group, LLC 0.03% No change 3,718 $386K
Cottage Street Advisors LLC 0.15% Reduce -7.5% 3,700 $384K
Hibernia Wealth Partners, LLC 0.21% Add +21.7% 3,691 $383K
BBR Partners, LLC 0.02% No change 3,686 $383K
REDW Wealth LLC 0.14% No change 3,675 $382K
Next Level Private LLC 0.07% Add +0.5% 3,669 $381K
Kaydan Wealth Management, Inc. 0.12% Reduce -3.0% 3,665 $381K
American Investment Services, Inc. 0.08% Reduce -1.3% 3,655 $380K
Hopwood Nicholas Hunter 0.10% Add +7.1% 3,643 $378K
Townsquare Capital LLC 0.07% Add +21.5% 3,636 $378K
Davidson Kahn Capital Management, LLC 0.16% New 3,634 $378K
Obermeyer Wealth Partners 0.02% No change 3,629 $377K
Cornerstone Wealth Advisors, Inc. 0.08% Add +11.0% 3,620 $376K
Vermillion Wealth Management, Inc. 0.09% Add +1.2% 3,616 $376K
M.E. Allison & Co., Inc. 0.22% No change 3,602 $374K
Summa Corp. 0.12% New 3,601 $374K
Rockbridge Investment Management, LCC 0.03% Reduce -15.6% 3,593 $373K
Nichols & Pratt Advisers LLP 0.02% No change 3,592 $373K
Boyum Wealth Architects LLC 0.15% Reduce -5.1% 3,609 $373K
HM Payson & Co. 0.00% Reduce -25.3% 3,580 $372K
Pines Wealth Management, LLC 0.11% Reduce -2.1% 3,576 $371K
Signal Advisors Wealth, LLC 0.02% Add +10.3% 3,564 $370K
Optima Capital LLC 0.15% Add +43.7% 3,557 $370K
Liberty Square Wealth Partners LLC 0.09% Reduce -4.8% 3,554 $369K
Accurate Wealth Management, LLC 0.04% Add +30.7% 3,535 $369K
Golden Road Advisors LLC 0.18% No change 3,542 $368K
McClarren Financial Advisors, Inc. 0.19% Add +1.6% 3,523 $366K
Summit Wealth Group LLC / Co. 0.03% Add +0.0% 3,522 $366K
Phocas Financial Corp. 0.05% No change 3,520 $366K
Financial Perspectives, Inc 0.09% Add +0.9% 3,503 $364K
JGP Wealth Management, LLC 0.03% No change 3,496 $363K
Cooper Financial Group 0.03% Add +7.2% 3,492 $363K
CCG Wealth Management, LLC 0.08% No change 3,491 $363K
Forteris Wealth Management Inc. 0.30% Reduce -0.7% 3,481 $362K
Outlook Wealth Advisors, LLC 0.08% Add +2.9% 3,472 $361K
Capital Management Associates, Inc 0.07% Reduce -26.1% 3,464 $360K
Index Fund Advisors, Inc. 0.01% Add +0.1% 3,464 $360K
Philip James Wealth Mangement, LLC 0.04% No change 3,462 $360K
Alta Wealth Advisors LLC 0.10% No change 3,461 $360K
Ami Investment Management Inc. 0.08% No change 3,460 $359K
Eldridge Investment Advisors, Inc. 0.07% No change 3,452 $359K
Morling Financial Advisors, LLC 0.10% No change 3,443 $358K
Alexander Randolph Advisory, Inc. 0.29% Reduce -61.1% 3,432 $357K
Center for Financial Planning, Inc. 0.03% Reduce -32.8% 3,432 $357K
Walter & Keenan Wealth Management LLC /in/ 0.09% New 3,416 $355K
Arwa LLC 0.15% Reduce -33.5% 3,406 $354K
Jacobi Capital Management LLC 0.02% Add +0.9% 3,400 $353K
Livet Wealth, LLC 0.20% Add +9.9% 3,389 $352K
TCP Asset Management, LLC 0.04% Add +1.6% 3,373 $350K
Andrews Advisory Associates, LLC 0.17% No change 3,372 $350K
Money Concepts Capital Corp. 0.02% Add +0.2% 3,368 $350K
Bigelow Investment Advisors, LLC 0.13% Reduce -0.1% 3,364 $349K
Kathmere Capital Management, LLC 0.02% Reduce -13.6% 3,358 $349K
Parsonex Advisory Services, Inc. 0.30% New 3,354 $348K
Apollon Financial, LLC 0.04% Reduce -7.4% 3,353 $348K
Cardinal Capital Management 0.04% New 3,347 $348K
Proficio Capital Partners LLC 0.01% Reduce -16.6% 3,343 $347K
Means Investment Co., Inc. 0.03% Add +20.7% 3,334 $346K
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 0.04% No change 3,325 $345K
Tsfg, LLC 0.04% Add +2.1% 3,314 $344K
Birchbrook, Inc. 0.16% No change 3,309 $344K
Accel Wealth Management 0.08% No change 3,298 $343K
Triangle Securities Wealth Management 0.07% New 3,424 $342K
Leavell Investment Management, Inc. 0.01% Reduce -1.9% 3,268 $339K
Acumen Wealth Advisors, LLC 0.07% No change 3,267 $339K
Keating Financial Advisory Services, Inc. 0.04% Reduce -26.1% 3,266 $339K
United Asset Strategies, Inc. 0.02% Reduce -4.2% 3,260 $339K
Uptown Financial Advisors LLC 0.25% No change 3,253 $338K
Balanced Wealth Group LLC 0.11% Add +1.6% 3,249 $338K
Joseph Group Capital Management 0.07% Add +84.5% 3,249 $338K
Motive Wealth Advisors 0.14% No change 3,247 $337K
BankPlus Trust Department 0.08% No change 3,244 $337K
Marble Wealth, LLC 0.05% Add +0.1% 3,244 $337K
Galvin, Gaustad & Stein, LLC 0.03% Add +0.3% 3,240 $337K
Successful Portfolios LLC 0.16% Reduce -0.3% 3,228 $336K
Lake Street Private Wealth, LLC 0.04% Add +0.1% 3,232 $336K
Sard Wealth Management Group, LLC 0.16% Add +1.5% 3,225 $335K
Riversedge Advisors, LLC 0.04% No change 3,225 $335K
First National Bank & Trust Co. of Newtown 0.07% Reduce -10.4% 3,172 $335K
Armstrong, Fleming & Moore, Inc 0.11% Reduce -16.5% 3,221 $335K
Beta Wealth Group, Inc. 0.13% No change 3,219 $334K
Icon Wealth Advisors, LLC 0.02% No change 3,219 $334K
Holderness Investments Co. 0.06% No change 3,217 $334K
Compass Capital Management, Inc. 0.02% No change 3,210 $333K
Watershed Private Wealth LLC 0.09% No change 3,205 $333K
PGIM Custom Harvest LLC 0.00% New 3,192 $332K
Semitam Bonam LLC 0.24% No change 3,191 $331K
Westside Investment Management, Inc. 0.04% Add +4.9% 3,185 $331K
TPG Advisors LLC 0.18% No change 3,185 $331K
GatePass Capital, LLC 0.13% New 3,182 $331K
Greenwood Capital Associates LLC 0.03% No change 3,175 $330K
Aspect Partners, LLC 0.12% Reduce -54.9% 3,168 $329K
Cooksen Wealth, LLC 0.21% No change 3,165 $329K
Elser Financial Planning, Inc 0.01% No change 3,163 $329K
Sovran Advisors, LLC 0.02% Reduce -26.5% 3,159 $328K
Facet Wealth, Inc. 0.00% Reduce -6.8% 3,156 $328K
Petix & Botte Co 0.07% Add +100.0% 3,154 $328K
PACK Private Wealth, LLC 0.14% No change 3,149 $327K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.04% Add +13.7% 3,133 $325K
Willner & Heller, LLC 0.20% Add +1.6% 3,131 $325K
Dearborn Partners LLC 0.02% New 3,122 $324K
Northstar Advisory Group, LLC 0.10% Reduce -1.1% 3,113 $323K
Argentarii, LLC 0.10% No change 2,980 $322K
Melfa Wealth Management, Inc. 0.17% No change 3,100 $322K
HHM Wealth Advisors, LLC 0.03% Reduce -13.9% 3,097 $322K
Creative Capital Management Investments LLC 0.07% No change 3,095 $322K
FC Advisory LLC 0.08% Add +0.6% 3,085 $320K
Dakota Wealth Management 0.01% No change 3,080 $320K
Sunpointe, LLC 0.09% Reduce -65.6% 3,079 $320K
Augustine Asset Management Inc. 0.06% No change 3,073 $319K
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.00% Reduce -99.4% 3,073 $319K
J.P. Marvel Investment Advisors, LLC 0.04% No change 3,069 $319K
Yoffe Investment Management, LLC 0.36% No change 3,068 $319K
RAM Investment Partners, LLC 0.05% Add +5.6% 3,041 $316K
Quantum Financial Partners LLC 0.16% — 3,031 $315K
Wealth Enhancement Trust Services, Inc. 0.04% Add +35.2% 3,029 $315K
Twin Peaks Wealth Advisors, LLC 0.07% Add +37.3% 3,024 $314K
Ameriflex Group, Inc. 0.13% Add +0.1% 3,022 $314K
Smith Salley Wealth Management 0.01% Reduce -0.7% 3,007 $312K
Centurion Wealth Management LLC 0.07% No change 2,999 $312K
Sharkey, Howes & Javer 0.04% Reduce -36.4% 2,977 $309K
CDM Financial Counseling Services, Inc. 0.27% Reduce -2.6% 2,975 $309K
Certified Advisory Corp 0.02% Reduce -20.1% 2,972 $309K
Pinion Investment Advisors, LLC 0.06% No change 2,951 $307K
CBIZ Investment Advisory Services, LLC 0.01% No change 2,996 $306K
EPG Wealth Management LLC 0.07% Add +0.8% 2,946 $306K
Global View Capital Management LLC 0.06% Reduce -3.0% 2,939 $305K
TritonPoint Partners, LLC 0.03% New 2,927 $304K
Winthrop Advisory Group LLC 0.02% Add +0.2% 2,921 $303K
Vanguard Advisers Inc. 0.00% Reduce -5.7% 2,918 $303K
Windward Private Wealth Management Inc. 0.10% No change 2,902 $301K
Institute for Wealth Management, LLC. 0.03% No change 2,901 $301K
Merited Wealth, LLC 0.21% Reduce -3.1% 2,896 $301K
Fielder Capital Group LLC 0.06% New 2,876 $299K
BCS Private Wealth Management, Inc. 0.09% No change 2,854 $296K
LVW Advisors, LLC 0.03% No change 2,832 $294K
Farmers National Bank 0.06% No change 2,831 $294K
Fiduciary Alliance LLC 0.02% Reduce -56.9% 2,828 $294K
Tillman Hartley LLC 0.07% Reduce -11.7% 2,819 $293K
Trivium Point Advisory, LLC 0.03% No change 2,815 $292K
Onyx Bridge Wealth Group LLC 0.03% Add +0.0% 2,808 $292K
Vienna Asset Management LLC 0.21% New 2,807 $292K
Aureum Wealth Management, LLC 0.18% No change 2,805 $291K
Avestar Capital, LLC 0.02% Add +349.0% 2,797 $291K
jvl associates llc 0.08% Reduce -0.0% 2,794 $290K
Fort Sheridan Advisors LLC 0.03% No change 2,785 $289K
Blue Fin Capital, Inc. 0.04% Reduce -10.7% 2,784 $289K
Earned Wealth Advisors, LLC 0.02% Add +11.3% 2,781 $289K
Midwest Financial Group LLC 0.10% Add +6.4% 2,780 $289K
Trans-Canada Capital Inc. 0.02% Reduce -0.5% 2,779 $289K
Mayfair Advisory Group, LLC 0.09% Add +1.6% 2,780 $287K
Winthrop Capital Management, LLC 0.07% No change 2,759 $287K
Tenet Wealth Partners, LLC 0.21% — 2,762 $287K
BKM Wealth Management, LLC 0.10% Add +4.4% 2,762 $287K
Guyasuta Investment Advisors Inc. 0.01% No change 2,758 $287K
Archford Capital Strategies, LLC 0.03% Reduce -0.7% 2,758 $287K
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.01% Add +1.4% 2,746 $285K
Pasadena Private Wealth, LLC 0.04% Add +7.6% 2,745 $285K
Avion Wealth 0.05% Reduce -3.6% 2,745 $285K
Medallion Wealth Advisors, LLC 0.09% Reduce -7.8% 2,722 $283K
Armstrong Advisory Group, Inc. 0.02% No change 2,716 $282K
Financial Life Advisors 0.08% No change 2,715 $282K
Banque Transatlantique SA 0.01% New 2,715 $282K
Madison Wealth Partners, Inc 0.04% Add +4.9% 2,705 $281K
Bill Few Associates, Inc. 0.06% Reduce -1.9% 2,701 $281K
One Degree Advisors Inc 0.06% No change 2,723 $280K
Sensible Money, LLC 0.07% No change 2,693 $280K
Stronghold Wealth Management L.L.C. 0.37% Add +10.3% 2,678 $278K
Guardsman Private Capital Management, Inc. 0.19% No change 2,676 $278K
Cedarwood Wealth LLC 0.21% No change 2,675 $278K
Elk River Wealth Management LLC 0.04% No change 2,675 $278K
Blue Chip Partners, LLC 0.02% Add +1.6% 2,673 $278K
Alpha Financial Advisors, LLC 0.08% Add +1.3% 2,673 $278K
Ascension Capital Advisors, Inc. 0.08% Reduce -17.4% 2,671 $277K
Gerber, LLC 0.13% No change 2,666 $277K
Obsidian Cio, LLC 0.21% Add +2.3% 2,664 $277K
Claro Advisors Inc. 0.03% Reduce -19.4% 2,659 $276K
Private Management Group Inc. 0.01% No change 2,655 $276K
St. Clair Advisors, LLC 0.07% Reduce -57.7% 2,650 $275K
Perkins Coie Trust Co 0.05% No change 2,646 $275K
Sargent Investment Group, LLC 0.03% No change 2,645 $275K
Balboa Wealth Partners 0.04% Reduce -58.5% 2,643 $275K
Keewaydin Investments LLC 0.08% No change 2,640 $274K
Folger Nolan Fleming Douglas Capital Management, Inc. 0.02% Reduce -1.5% 2,640 $274K
Portfolio Resources Advisor Group, Inc. 0.23% Reduce -42.4% 2,637 $274K
Everhart Financial Group, Inc. 0.02% Add +1.1% 2,633 $274K
Zeit Capital LLC 0.16% No change 2,620 $272K
GFG Capital, LLC 0.07% No change 2,617 $272K
Fonville Wealth Management LLC 0.04% Reduce -0.8% 2,603 $270K
Element Wealth, LLC 0.10% Add +7.2% 2,601 $270K
Cranbrook Wealth Management, LLC 0.05% Add +0.1% 2,595 $270K
American State Bank (Iowa) 0.11% No change 2,584 $268K
Wealthcare Capital Management LLC 0.03% Reduce -5.5% 2,583 $268K
Main Street Group, LTD 0.07% Reduce -10.3% 2,581 $268K
Clearstead Trust, LLC 0.04% No change 2,579 $268K
Coastal Bridge Advisors, LLC 0.02% New 2,571 $267K
Schnieders Capital Management, Llc. 0.04% No change 2,568 $267K
Hanson & Doremus Investment Management 0.03% No change 2,560 $266K
Beacon Wealthcare LLC 0.09% No change 2,558 $266K
Asempa Wealth Advisors 0.20% Add +1.4% 2,558 $266K
Tenzing Financial LLC 0.18% New 2,511 $265K
Founders Financial Alliance, LLC 0.04% Add +0.3% 2,547 $265K
L.K. Benson & Company, P.C. 0.08% No change 2,542 $264K
Pennsylvania Capital Management Inc. 0.07% No change 2,542 $264K
One Wealth Capital Management, LLC 0.08% New 2,538 $264K
Avant Financial Advisors LLC 0.16% No change 2,535 $263K
Fairview Capital Investment Management, LLC 0.01% No change 2,533 $263K
Old Mission Investment Co LLC 0.05% Reduce -0.0% 2,531 $263K
Seneca Financial Advisors LLC 0.07% Add +0.4% 2,527 $262K
Rockingstone Advisors LLC 0.11% No change 2,520 $262K
Fiduciary Wealth Partners, LLC 0.14% Add +0.3% 2,519 $262K
Sonoma Allocations LLC 0.08% No change 2,531 $262K
Old Peak Finance LLC 0.13% No change 2,516 $261K
Strategic Blueprint, LLC 0.01% Add +2.9% 2,512 $261K
NovaPoint Capital, LLC 0.05% New 2,506 $260K
McDonald Partners LLC 0.06% No change 2,505 $260K
Brown, Lisle/Cummings, Inc. 0.06% No change 2,504 $260K
Mogy Joel R Investment Counsel Inc. 0.01% No change 2,500 $260K
Churchill Financial Advisors, LLC 0.05% Add +0.0% 2,498 $259K
Sharpepoint LLC 0.13% Add +1.5% 2,492 $259K
Keebeck Wealth Management 0.03% No change 2,491 $259K
Cooper/Haims Advisors, LLC 0.11% Reduce -0.5% 2,481 $258K
Abbot Financial Management, Inc. 0.09% New 2,471 $257K
Northwest Bancshares, Inc. 0.05% No change 2,471 $257K
Opulen Financial Group LLC 0.16% Add +1.6% 2,468 $256K
Sachetta, LLC 0.12% Reduce -0.5% 2,454 $255K
Moss Adams Wealth Advisors LLC 0.02% No change 2,450 $255K
WP Advisors, LLC 0.06% Reduce -55.3% 2,444 $254K
Advus Financial Partners, LLC 0.06% Reduce -1.1% 2,439 $253K
Adkins Seale Capital Management LLC 0.22% No change 2,426 $252K
Tannin Capital LLC 0.17% No change 2,421 $251K
Widmann Financial Services, Inc. 0.13% No change 2,421 $251K
Brady Martz Wealth Solutions, LLC 0.04% No change 2,416 $251K
Canvas Wealth Advisors, LLC 0.04% No change 2,415 $251K
Summit Investment Advisory Services, LLC 0.06% No change 2,408 $250K
Lafayette Investments, Inc. 0.05% No change 2,407 $250K
Omnia Family Wealth, LLC 0.07% Reduce -14.5% 2,407 $250K
Allodium Investment Consultants, LLC 0.11% No change 2,406 $250K
CRA Financial Services, LLC 0.03% Add +3.4% 2,401 $249K
Red Lighthouse Investment Management, LLC 0.07% No change 2,400 $249K
Invst, LLC 0.02% No change 2,398 $249K
William Mack & Associates, Inc. 0.09% Add +0.1% 2,389 $248K
Tritonpoint Wealth, LLC 0.02% Add +12.8% 2,388 $248K
Perennial Advisors, LLC 0.04% Add +1.1% 2,380 $247K
QTR Family Wealth, LLC 0.09% Add +0.3% 2,378 $247K
McLaughlin Asset Management, Inc. 0.17% Reduce -0.8% 2,377 $247K
Boston Standard Wealth Management, LLC 0.04% Add +6.9% 2,392 $247K
Northland Securities, Inc. 0.14% No change 2,374 $247K
Clark Estates Inc. 0.06% No change 2,370 $246K
Hunter Associates Investment Management LLC 0.03% New 2,375 $246K
Colony Family Offices, LLC 0.05% Add +16.4% 2,366 $246K
MontVue Capital Management, Inc. 0.14% No change 2,364 $246K
Brown Wealth Management, LLC 0.05% New 2,363 $245K
Copley Financial Group, Inc. 0.15% Reduce -8.9% 2,356 $245K
Delos Wealth Advisors, LLC 0.13% No change 2,355 $245K
PDS Planning, Inc 0.01% Add +0.7% 2,352 $244K
Twelve Points Wealth Management LLC 0.05% Reduce -1.0% 2,333 $242K
Retirement Investment Advisors, Inc. 0.02% New 2,342 $242K
Opus Capital Group, LLC 0.02% New 2,320 $241K
Northstar Financial Companies, Inc. 0.16% No change 2,319 $241K
Tribridge Partners Financial LLC 0.09% Reduce -17.1% 2,318 $241K
Parthenon LLC 0.03% No change 2,313 $240K
Capital Asset Advisory Services LLC 0.01% Add +1.5% 2,309 $240K
Pinkerton Wealth, LLC 0.02% Reduce -99.1% 2,463 $239K
American Trust 0.02% Add +0.6% 2,302 $239K
Objectivity Squared, LLC 0.13% Add +1.5% 2,301 $239K
Interactive Financial Advisors, Inc. 0.15% Reduce -35.0% 2,343 $239K
Reliant Investment Partners, LLC 0.16% No change 2,293 $238K
NCM Capital Management, LLC 0.07% No change 2,276 $236K
Aurora Private Wealth, Inc. 0.15% Reduce -13.1% 2,269 $236K
Middleton & Co. Inc. 0.03% Add +1.1% 2,265 $235K
Powerhouse Assets LLC 0.19% No change 2,250 $234K
Kera Capital Partners, Inc. 0.02% New 2,250 $234K
IRON Financial LLC 0.10% Reduce -4.5% 2,239 $233K
Fiduciary Financial Group, LLC 0.03% No change 2,235 $232K
City National Bank of Florida 0.10% Reduce -40.7% 2,228 $231K
Resources Management Corp. /CT/ 0.03% No change 2,205 $229K
Rathbones Group PLC 0.00% No change 2,205 $229K
Fulcrum Capital LLC 0.05% No change 2,203 $229K
Aufman Associates Inc 0.09% Reduce -26.3% 2,200 $229K
Calton & Associates, Inc. 0.03% Reduce -5.2% 2,189 $227K
Bingham Private Wealth, LLC 0.16% Reduce -5.8% 2,188 $227K
Rodgers & Associates, LTD 0.02% No change 2,184 $227K
apricus wealth, LLC 0.11% No change 2,183 $227K
Sankala Group LLC 0.15% Reduce -3.5% 2,109 $226K
GW Henssler & Associates Ltd. 0.01% Reduce -57.3% 2,172 $226K
BCV Asset Management Inc. 0.01% Reduce -37.5% 2,175 $225K
Maimon Wealth Management LTD. 0.17% New 2,170 $225K
GAMCO Investors 0.00% Reduce -96.9% 2,163 $225K
Raffa Wealth Management, LLC 0.03% No change 2,160 $224K
Allium Financial Advisors, LLC 0.15% No change 2,151 $223K
West Wealth Group, LLC 0.04% Add +1.6% 2,144 $223K
Corsicana & Co. 0.11% No change 2,129 $221K
Porter White Investment Advisors, Inc. 0.09% Add +1.6% 2,126 $221K
M. Kulyk & Associates, LLC 0.04% Reduce -6.6% 2,125 $221K
Envision Financial Planning, LLC 0.07% No change 2,124 $221K
Advance Capital Management, Inc. 0.01% Reduce -0.9% 2,124 $221K
Kirtland Hills Capital Management, LLC 0.06% New 2,120 $220K
Marathon Strategic Advisors, LLC 0.12% Reduce -4.9% 2,112 $219K
Capstone Wealth Management Group, Inc. 0.13% — 2,108 $219K
Berger Financial Group, Inc 0.01% Add +1.5% 2,104 $219K
Richmond Investment Services, LLC 0.07% Reduce -54.2% 2,099 $218K
Northwest Wealth Management, LLC 0.03% Reduce -0.9% 2,096 $218K
Jennison Associates LLC 0.00% Reduce -55.9% 2,095 $218K
Allstate Corp. 0.00% Reduce -97.7% 2,083 $216K
Capital Advisors Inc. 0.00% Reduce -32.5% 2,082 $216K
Parkwoods Wealth Partners, LLC 0.03% New 2,080 $216K
Liberty Capital Management, Inc. 0.04% — 2,076 $216K
Atlas Capital Advisors Inc. 0.02% Add +594.3% 2,076 $216K
Private Wealth Partners, LLC 0.02% New 2,057 $214K
Vicus Capital 0.01% New 2,057 $214K
Ruggiero Investments, Inc. 0.18% New 2,053 $213K
Buck Wealth Strategies, LLC 0.02% New 2,051 $213K
Christensen, King & Associates Investment Services, Inc. 0.08% New 2,050 $213K
Kozak & Associates, Inc. 0.04% Add +1.2% 2,065 $213K
Bensler, LLC 0.02% New 2,044 $212K
Lee Financial Co 0.03% New 2,031 $211K
Black Diamond Financial, LLC 0.02% New 2,030 $211K
Tempus Wealth Planning, LLC 0.04% New 2,026 $210K
Almanack Investment Partners, LLC. 0.03% New 2,024 $210K
Iams Wealth Management, LLC 0.06% New 2,018 $210K
Coppell Advisory Solutions LLC 0.02% New 1,074 $209K
SS&H Financial Advisors, Inc. 0.05% — 2,000 $208K
Saxony Capital Management, LLC 0.10% New 1,998 $208K
Northstar Group, Inc. 0.03% New 1,997 $207K
Pinnacle Financial Group, LLC / IL 0.05% New 1,992 $207K
Alkeme Wealth, LLC 0.08% New 1,989 $207K
Austin Wealth Management, LLC 0.04% New 1,998 $206K
Petra Financial Advisors Inc. 0.10% New 1,975 $205K
Bearing Point Capital, LLC 0.03% New 1,974 $205K
Invenio Wealth Partners LLC 0.07% New 1,972 $205K
GLR Partners, LLC 0.09% New 1,954 $203K
Heritage Investment Group, Inc. 0.03% New 1,952 $203K
Hanover Advisors Inc. 0.07% New 1,951 $203K
WJ Financial Advisors LLC 0.15% New 1,946 $202K
Mowery & Schoenfeld Wealth Management, LLC 0.28% No change 1,943 $202K
Monarch Capital Management Inc. 0.05% New 1,938 $201K
Roger Wittlin Investment Advisory, LLC 0.16% Reduce -15.5% 1,925 $200K
Strategic Planning Group, LLC 0.02% New 1,925 $200K
Rogco, LP 0.06% Add +16.0% 1,924 $200K
WHI TRUST Co LLC 0.13% Reduce -64.6% 1,920 $199K
Boreal Capital Management LLC 0.17% Reduce -7.2% 1,900 $197K
CVA Family Office, LLC 0.02% Reduce -3.2% 1,892 $197K
Legacies Wealth LLC 0.10% No change 1,840 $191K
Kroeger Financial Partners 0.18% — 1,835 $191K
Abound Wealth Management 0.04% Add +0.5% 1,802 $187K
Centennial Bank 0.06% No change 1,800 $187K
Silver Oak Securities, Incorporated 0.01% Add +1.9% 1,800 $187K
GoalVest Advisory LLC 0.03% New 1,792 $186K
Gilpin Wealth Management, LLC 0.13% No change 1,790 $186K
Southern Michigan Bank & Trust 0.07% Reduce -6.2% 1,784 $185K
S&T Bank 0.06% No change 1,763 $183K
WealthCollab, LLC 0.07% No change 1,744 $181K
Maryland Capital Advisors Inc. 0.06% — 1,744 $181K
HighMark Wealth Management LLC 0.06% Add +0.1% 1,744 $181K
Armor Investment Advisors, LLC 0.06% No change 1,722 $179K
Vestcor Inc 0.00% Reduce -72.6% 1,700 $177K
CoreCap Advisors, LLC 0.01% Add +14.2% 1,699 $176K
Financial Life Planners 0.11% Add +1.6% 1,677 $174K
Alerus Financial NA 0.01% No change 1,665 $173K
Colonial Trust Advisors 0.01% Reduce -0.1% 1,626 $169K
City State Bank 0.04% No change 1,610 $167K
Front Row Advisors LLC 0.05% No change 1,520 $164K
Align Financial, LLC 0.08% No change 1,515 $157K
AIA Group Ltd 0.00% New 1,470 $153K
TD Capital Management LLC 0.01% Add +0.4% 1,457 $151K
SIMA Wealth Partners, LLC 0.11% No change 1,444 $150K
USA Financial Formulas 0.03% — 1,422 $148K
Investors Portfolio Services LLC 0.11% Add +1.5% 1,421 $148K
Archer Investment Corp 0.03% Reduce -7.4% 1,411 $147K
Howe & Rusling Inc. 0.01% Add +17.9% 1,411 $147K
Union Savings Bank 0.06% No change 1,407 $146K
Timmons Wealth Management, LLC 0.11% Add +1.6% 1,395 $145K
Cassaday & Co Wealth Management LLC 0.00% Add +0.4% 1,362 $141K
Glassman Wealth Services 0.02% Reduce -7.0% 1,355 $141K
Bfsg, LLC 0.01% No change 1,339 $139K
Summit Securities Group LLC 0.03% Add +116.7% 1,300 $135K
Godfrey Financial Associates, Inc. 0.10% No change 1,297 $135K
Davis Capital Management 0.08% No change 1,293 $134K
Main Management LLC 0.01% Reduce -0.7% 1,288 $134K
Rice Partnership, LLC 0.02% Reduce -32.8% 1,281 $133K
CDKV Holdings LLC 0.10% No change 1,263 $131K
N.E.W. Advisory Services LLC 0.01% Add +5.0% 1,207 $125K
Maseco LLP 0.00% Add +704.1% 1,182 $123K
Kings Path Partners LLC 0.03% No change 1,175 $122K
Cherry Tree Wealth Management, LLC 0.02% Reduce -28.9% 1,174 $122K
Addison Advisors LLC 0.06% Add +17.5% 1,173 $122K
Albion Financial Group 0.01% No change 1,171 $122K
Tidemark, LLC 0.03% No change 1,148 $119K
Rosenberg Matthew Hamilton 0.02% No change 1,134 $118K
IAG Wealth Partners, LLC 0.01% No change 1,131 $117K
Bogart Wealth, LLC 0.00% Add +175.0% 1,100 $114K
Coston, McIsaac & Partners 0.02% No change 1,106 $114K
Seneschal Advisors, LLC 0.08% No change 1,090 $113K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.04% Add +37.5% 1,086 $113K
Barrett & Company, Inc. 0.03% No change 1,084 $113K
Hamilton Point Investment Advisors, LLC 0.02% No change 1,075 $112K
Financial Consulate, Inc. 0.01% New 1,070 $111K
Breakwater Investment Management 0.04% No change 1,063 $110K
Miller Global Investments, LLC 0.09% Reduce -49.6% 1,063 $110K
Measured Wealth Private Client Group, LLC 0.03% Reduce -11.8% 1,054 $109K
Triumph Capital Management 0.02% Reduce -10.8% 1,037 $108K
DHJJ Financial Advisors, Ltd. 0.03% No change 1,033 $107K
Olistico Wealth, LLC 0.05% No change 1,023 $106K
Louisbourg Investments Inc. 0.02% Add +17.2% 1,020 $106K
Cetera Trust Company, N.A 0.05% No change 1,000 $104K
Fiduciary Financial Advisors 0.01% New 989 $103K
Richard P Slaughter Associates Inc 0.02% New 975 $101K
Bay Harbor Wealth Management, LLC 0.02% No change 952 $99K
Nalls Sherbakoff Group, LLC 0.07% No change 950 $99K
Granite Investment Partners, LLC 0.01% No change 950 $99K
Cornerstone National Bank & Trust Co 0.03% Reduce -20.0% 949 $98K
Family Capital Trust Co 0.03% No change 931 $97K
Midwest Capital Advisors, LLC 0.04% No change 902 $94K
Cary Street Partners Investment Advisory LLC 0.02% Add +29.9% 896 $93K
Creative Financial Designs Inc. 0.00% Reduce -1.4% 878 $91K
Harel Insurance Investments & Financial Services Ltd. 0.00% No change 883 $91K
Millstone Evans Group, LLC 0.05% No change 860 $89K
Three Bearings Fiduciary Advisors, Inc. 0.08% No change 858 $89K
United Financial Planning Group LLC 0.04% No change 841 $87K
Quaker Wealth Management, LLC 0.02% Reduce -3.0% 813 $84K
Hughes Financial Services, LLC 0.01% No change 798 $83K
Valued Wealth Advisors LLC 0.03% No change 797 $83K
Realta Investment Advisors 0.03% Reduce -12.1% 782 $81K
Marquette Associates, Inc. 0.06% Reduce -35.7% 777 $81K
Evensky & Katz LLC 0.00% Add +1.2% 771 $80K
Nexus Investment Management ULC 0.01% Reduce -98.5% 750 $78K
Caldwell Sutter Capital, Inc. 0.03% Reduce -15.7% 743 $77K
Sfam, LLC 0.06% No change 735 $76K
Longview Financial Advisors LLC 0.04% No change 728 $76K
Beacon Investment Advisory Services, Inc. 0.00% No change 715 $74K
Horizon Investments, LLC 0.00% Reduce -49.8% 713 $74K
Sittner & Nelson, LLC 0.02% Reduce -2.4% 703 $73K
SHP Wealth Management 0.01% Add +5.0% 697 $72K
Dunhill Financial, LLC 0.01% No change 686 $71K
SYM FINANCIAL Corp 0.01% Add +100.9% 671 $70K
Frazier Financial Advisors, LLC 0.03% No change 661 $69K
Robinswood Financial LLC 0.02% Add +0.9% 647 $67K
Consultiva Wealth Management, Corp. 0.15% No change 625 $65K
Cape Investment Advisory, Inc. 0.02% New 625 $65K
DecisionPoint Financial, LLC 0.01% No change 616 $63K
Signature Equity Partners, LLC 0.03% Add +74.6% 604 $63K
Kentucky Trust Co 0.03% No change 600 $62K
Pin Oak Investment Advisors Inc. 0.04% No change 575 $60K
Gleason Group, Inc. 0.01% Add +157.6% 577 $60K
YANKCOM Partnership 0.02% No change 576 $60K
Bruce G. Allen Investments, LLC 0.04% New 566 $59K
Roxbury Financial LLC 0.05% Add +0.4% 551 $57K
Manning & Napier Advisors LLC 0.00% No change 542 $56K
Truvestments Capital LLC 0.01% New 537 $56K
IMG Wealth Management, Inc. 0.03% Add +65.9% 536 $56K
Ballast Advisors LLC 0.01% No change 536 $56K
Walsh & Associates, LLC 0.04% No change 525 $55K
NFSG Corp 0.01% New 517 $54K
Kennebec Savings Bank 0.04% No change 515 $53K
CoreFirst Bank & Trust 0.03% No change 489 $51K
Ankerstar Wealth, LLC 0.04% No change 479 $50K
Daytona Street Capital LLC 0.04% Add +245.6% 553 $50K
Dorato Capital Management 0.03% No change 463 $48K
Fairscale Capital, LLC 0.03% No change 454 $47K
Hoese & Co LLP 0.03% No change 450 $47K
WealthShield Partners, LLC 0.01% Reduce -96.4% 448 $47K
Strive Financial Group ,LLC 0.02% No change 444 $46K
Spectrum Wealth Advisory Group, LLC 0.01% New 438 $45K
Arjuna Capital 0.01% No change 430 $45K
Smallwood Wealth Investment Management, LLC 0.02% No change 419 $44K
Strategic Wealth Advisors LLC 0.04% No change 455 $43K
Nemes Rush Group LLC 0.00% No change 412 $43K
Balentine LLC 0.00% Reduce -6.8% 411 $43K
Investment Research & Advisory Group, Inc. 0.01% No change 403 $42K
Pacifica Partners Inc. 0.01% Reduce -3.6% 397 $41K
Pflug Koory, LLC 0.02% Add +1.6% 388 $40K
Centrica Wealth Management, LLC 0.03% — 393 $40K
GeoWealth Management, LLC 0.00% No change 380 $39K
Activest Wealth Management 0.01% Reduce -71.6% 379 $39K
LifeSteps Financial, Inc. 0.02% New 368 $38K
Murphy & Mullick Capital Management Corp 0.02% No change 362 $38K
First United Bank & Trust 0.01% No change 358 $37K
Toth Financial Advisory Corp. 0.00% Reduce -21.4% 335 $35K
Gill Capital Partners, LLC 0.01% No change 326 $34K
MV Capital Management, Inc. 0.00% No change 317 $33K
Synergy Investment Management, LLC 0.01% No change 315 $33K
Twin Tree Management, LP 0.01% New 306 $32K
Silver Grove Financial Group, Inc. 0.02% No change 300 $31K
PlanVest Financial, Inc 0.02% Add +0.3% 294 $31K
Greykasell Wealth Strategies, Inc. 0.01% No change 276 $29K
Hilton Head Capital Partners, LLC 0.01% Add +1.1% 272 $28K
Covestor Ltd 0.02% Add +181.9% 265 $28K
VSM Wealth Advisory, LLC 0.01% No change 263 $27K
Versant Capital Management, Inc 0.00% No change 260 $27K
Granite FO LLC 0.01% No change 252 $26K
Bollard Group LLC 0.00% Add +1.6% 250 $26K
SJS Investment Consulting Inc. 0.00% No change 242 $25K
Vima LLC 0.02% — 238 $25K
Foster Dykema Cabot & Partners, LLC 0.00% No change 234 $24K
Winch Advisory Services, LLC 0.00% No change 228 $24K
Bravera Wealth 0.01% Reduce -94.0% 224 $23K
Hazlett, Burt & Watson, Inc. 0.01% No change 220 $23K
KERR FINANCIAL PLANNING Corp 0.03% Add +116.0% 216 $22K
Minot DeBlois Advisors LLC 0.02% No change 205 $21K
Cheviot Value Management, LLC 0.00% No change 195 $20K
CKW Financial Group 0.00% Add +1.1% 191 $20K
Comprehensive Financial Planning, Inc. 0.01% Add +1.6% 192 $20K
Gunpowder Capital Management, LLC dba Oliver Wealth Management 0.01% No change 189 $20K
Caitlin John, LLC 0.01% No change 185 $19K
C M Bidwell & Associates Ltd. 0.01% No change 182 $19K
one8zero8, LLC 0.00% No change 179 $19K
Field & Main Bank 0.00% No change 174 $18K
Fortis Group Advisors, LLC 0.00% No change 173 $18K
Transamerica Financial Advisors, LLC 0.00% Add +1.2% 172 $18K
Mb, Levis & Associates, LLC 0.01% Add +1.8% 170 $18K
J.Safra Asset Management Corp 0.00% Add +1.2% 168 $17K
Harborfront Financial Group LLC 0.06% — 161 $17K
Quest 10 Wealth Builders, Inc. 0.01% Reduce -0.7% 153 $16K
Encompass More Asset Management 0.00% New 151 $16K
NWK Group, Inc. 0.00% No change 149 $15K
Arlington Trust Co LLC 0.00% No change 148 $15K
Princeton Global Asset Management LLC 0.00% No change 145 $15K
Abound Financial, LLC 0.01% No change 140 $15K
Bank & Trust Co 0.01% No change 135 $14K
Highline Wealth Partners LLC 0.00% No change 127 $13K
GGM Financial LLC 0.00% Add +1.7% 122 $13K
Jackson, Grant Investment Advisers, Inc. 0.00% Add +0.8% 118 $12K
Windsor Advisory Group, LLC 0.01% Add +1.7% 117 $12K
Register Financial Advisors LLC 0.00% Reduce -42.1% 114 $12K
Key Capital Management, INC 0.01% New 113 $12K
MRP Capital Investments, LLC 0.01% No change 111 $12K
Signature Resources Capital Management, LLC 0.00% No change 110 $11K
Sawyer & Company, Inc 0.00% No change 109 $11K
Pursuit Wealth Strategies, LLC 0.01% Add +260.0% 108 $11K
Manchester Capital Management LLC 0.00% No change 102 $11K
Curat Global, LLC 0.01% New 100 $10K
FWL Investment Management, LLC 0.00% No change 100 $10K
Ramirez Asset Management, Inc. 0.00% No change 100 $10K
Horrell Capital Management, Inc. 0.00% No change 95 $10K
Clark Wealth Partners 0.00% No change 80 $8K
Mosley Wealth Management 0.00% New 76 $8K
Elevated Capital Advisors, LLC 0.00% No change 71 $7K
Kiker Wealth Management, LLC 0.00% No change 64 $7K
Thompson Investment Management, Inc. 0.00% No change 62 $6K
Montgomery Financial Services LLC 0.01% — 61 $6K
BankChampaign, National Association 0.00% Reduce -23.1% 60 $6K
Blueline Advisors LLC 0.00% New 75 $6K
Kilter Group LLC 0.00% No change 54 $6K
Birchwood Financial Partners, Inc. 0.00% Add +1.9% 54 $6K
Burk Holdings LLC 0.00% New 50 $5K
1620 Investment Advisors, Inc. 0.00% Reduce -34.7% 47 $5K
MPWM Advisory Solutions, LLC 0.00% Reduce -60.9% 45 $5K
Bradley & Co. Private Wealth Management, LLC 0.00% No change 42 $4K
Providence Capital Advisors, LLC 0.00% No change 40 $4K
MJT & Associates Financial Advisory Group, Inc. 0.00% No change 39 $4K
Allianz Asset Management GmbH 0.00% Add +2.8% 37 $4K
Wilkerson Advisory Group LLC 0.00% New 34 $4K
Horizon Financial Services, LLC 0.00% New 30 $3K
CrossGen Wealth, LLC 0.00% Add +271.4% 26 $3K
Orion Capital Management LLC 0.00% No change 24 $2K
Ascentis Wealth Management, LLC 0.00% Reduce -95.0% 24 $2K
Integrity Financial Corp 0.00% No change 23 $2K
Burkett Financial Services, LLC 0.00% Add +5.0% 21 $2K
Markowski Investments 0.00% — 18 $2K
Fourth Dimension Wealth, LLC 0.00% No change 18 $2K
Networth Advisors, LLC 0.00% No change 15 $2K
Stone House Investment Management, LLC 0.00% Reduce -98.4% 10 $1K
Community Financial Services Group, LLC 0.00% No change 10 $1K
Planning Strategies Inc. 0.00% — 8 $831
REAP Financial Group, LLC 0.00% No change 4 $416
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.