iShares MSCI Eafe Value ETFEFVETF
13F holders, Q2 2024 (June 30)900holders +8
62new positions
61sold out
2famous investors
$53.07avg. 13F price*
At the end of Q2 2024, 900 institutions reported holding iShares MSCI Eafe Value ETF (EFV) in their 13F filings, up 8 from Q1 2024. 62 opened new positions and 61 sold out. The largest holders were Envestnet Asset Management Inc. ($1.3B), FMR LLC ($973.7M) and Jones Financial Companies LLLP ($758.5M). 2 famous investors held it, including Israel Englander (0.0% of Millennium Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- iShares MSCI Eafe Value ETF
- CUSIP
- 464288877
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 62 | $122.9M |
| Exits | 61 | $116.0M |
All 13F filers, Q1 2024 → Q2 2024: 8,557,473 shares bought and 50,775,138 shares sold, net −42,217,665 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 900 holders
| Envestnet Asset Management Inc. | 0.46% | Reduce -31.6% | 25,159,990 | $1.3B |
| FMR LLC | 0.06% | Add +3.9% | 18,357,630 | $973.7M |
| Jones Financial Companies LLLP | 0.88% | Reduce -2.7% | 14,301,276 | $758.5M |
| US Bancorp \de | 0.85% | Add +2.2% | 11,770,755 | $624.3M |
| JPMorgan Chase & Co. | 0.04% | Reduce -14.8% | 9,141,225 | $484.9M |
| Morgan Stanley | 0.03% | Reduce -15.3% | 7,975,693 | $423.0M |
| Ameriprise Financial Inc. | 0.11% | Reduce -8.2% | 7,459,249 | $400.7M |
| LPL Financial LLC | 0.18% | Reduce -25.6% | 6,672,123 | $353.9M |
| Bank of America Corp. | 0.03% | Reduce -15.4% | 5,598,001 | $296.9M |
| Envestnet Portfolio Solutions, Inc. | 1.00% | Reduce -23.3% | 5,411,155 | $287.0M |
| Auto-Owners Insurance Co | 5.55% | No change | 3,963,000 | $210.2M |
| PNC Financial Services Group, Inc. | 0.13% | Reduce -6.0% | 3,794,635 | $201.3M |
| BlackRock Inc. | 0.00% | Reduce -34.2% | 3,104,193 | $164.6M |
| Cwm, LLC | 0.76% | Reduce -39.4% | 3,037,297 | $161.1M |
| Park Avenue Securities LLC | 1.84% | Reduce -30.7% | 2,839,500 | $150.6M |
| M&T Bank Corp | 0.49% | Reduce -2.3% | 2,695,523 | $143.0M |
| UBS Group AG | 0.04% | Reduce -6.1% | 2,633,451 | $139.7M |
| Alliancebernstein L.P. | 0.04% | Add +1.7% | 2,429,036 | $128.8M |
| Baird Financial Group, Inc. | 0.25% | Reduce -0.3% | 2,271,640 | $120.5M |
| Wells Fargo & Company | 0.03% | Reduce -8.2% | 2,198,421 | $116.6M |
| Modera Wealth Management, LLC | 1.50% | Add +11.2% | 1,922,664 | $102.0M |
| Jane Street Group, LLC | 0.09% | Reduce -83.5% | 1,630,699 | $86.5M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 2.55% | Add +3.5% | 1,591,052 | $84.4M |
| MML Investors Services, LLC | 0.34% | Reduce -36.5% | 1,579,921 | $83.8M |
| Composition Wealth, LLC | 2.00% | Add +1.3% | 1,544,106 | $81.9M |
| Cetera Investment Advisers | 0.18% | Reduce -29.5% | 1,448,871 | $76.8M |
| Sanctuary Advisors, LLC | 0.54% | — | 1,393,455 | $75.0M |
| Alesco Advisors, LLC, An ESL Co | 2.45% | Add +1.3% | 1,408,108 | $74.7M |
| Commonwealth Equity Services, LLC | 0.11% | Reduce -10.6% | 1,334,324 | $70.8M |
| OneDigital Investment Advisors LLC | 0.87% | Reduce -5.9% | 1,319,306 | $70.0M |
| Royal Bank of Canada | 0.02% | Reduce -12.4% | 1,270,023 | $67.4M |
| Janney Montgomery Scott LLC | 0.20% | Reduce -34.2% | 1,247,464 | $66.2M |
| Pathstone Holdings, LLC | 0.29% | Add +53.2% | 1,208,982 | $64.1M |
| Tiaa Trust, National Association | 0.20% | Add +5.1% | 1,208,925 | $64.1M |
| Northwestern Mutual Wealth Management Co. | 0.06% | Add +0.1% | 1,201,123 | $63.7M |
| Aspiriant, LLC | 2.55% | Reduce -1.9% | 1,179,034 | $62.5M |
| Savant Capital, LLC | 0.59% | Reduce -4.1% | 1,119,684 | $59.4M |
| EP Wealth Advisors, LLC | 0.62% | Add +3990.3% | 1,108,560 | $58.8M |
| Symmetry Partners, LLC | 3.00% | Add +104.5% | 1,098,600 | $58.3M |
| RiverFront Investment Group, LLC | 1.48% | Reduce -13.9% | 1,048,596 | $55.6M |
| Goldman Sachs Group Inc. | 0.01% | Add +57.9% | 1,016,426 | $53.9M |
| Beacon Pointe Advisors, LLC | 0.61% | Reduce -2.6% | 973,121 | $51.6M |
| Buckingham Strategic Wealth, LLC | 0.52% | Reduce -1.8% | 950,885 | $50.4M |
| Bank of New York Mellon Corp | 0.01% | Reduce -29.8% | 909,885 | $48.3M |
| Johnson Financial Group, Inc. | 2.28% | Add +12.5% | 888,418 | $47.1M |
| Natixis Advisors, LLC | 0.10% | Reduce -2.2% | 879,457 | $46.6M |
| Raymond James & Associates | 0.03% | Reduce -11.5% | 861,829 | $45.7M |
| Morningstar Investment Services LLC | 0.48% | Reduce -3.5% | 844,764 | $44.6M |
| Financial Synergies Wealth Advisors, Inc. | 5.98% | Add +3.0% | 837,531 | $44.4M |
| Thrivent Financial for Lutherans | 0.09% | Reduce -11.1% | 831,012 | $44.1M |
| AE Wealth Management LLC | 0.43% | Add +6.8% | 815,110 | $43.2M |
| NewEdge Advisors, LLC | 0.29% | Reduce -12.0% | 759,155 | $40.3M |
| HTLF Bank | 3.95% | Add +0.5% | 653,961 | $34.7M |
| Larson Financial Group LLC | 2.36% | Add +759.9% | 650,928 | $34.5M |
| Raymond James Financial Services Advisors, Inc. | 0.05% | Add +7.7% | 643,738 | $34.1M |
| Barrow Hanley Mewhinney & Strauss LLC | 0.12% | New | 640,957 | $34.0M |
| Osaic Holdings, Inc. | 0.08% | Reduce -6.7% | 636,058 | $33.8M |
| Truist Financial Corp. | 0.05% | Reduce -13.5% | 617,392 | $32.7M |
| Allspring Global Investments Holdings, LLC | 0.05% | Reduce -10.5% | 605,638 | $32.1M |
| Bank Julius Baer & Co. Ltd, Zurich | 0.12% | Reduce -14.1% | 540,568 | $31.9M |
| JB Capital LLC | 1.97% | Reduce -37.1% | 592,100 | $31.4M |
| Foundations Investment Advisors, LLC | 0.75% | Reduce -31.9% | 584,688 | $31.0M |
| Stifel Financial Corp. | 0.03% | Reduce -25.7% | 575,573 | $30.5M |
| United Capital Financial Advisors, LLC | 0.26% | Reduce -41.1% | 568,901 | $30.2M |
| Covenant Partners, LLC | 8.82% | Reduce -9.5% | 546,841 | $29.0M |
| Integrated Wealth Concepts LLC | 0.39% | Add +2.2% | 537,997 | $28.5M |
| Kestra Investment Management, LLC | 1.94% | — | 537,033 | $28.5M |
| Rockefeller Capital Management L.P. | 0.08% | Reduce -3.6% | 528,191 | $28.0M |
| Mariner, LLC | 0.05% | Reduce -4.7% | 527,192 | $28.0M |
| Octavia Wealth Advisors, LLC | 3.77% | Add +4.3% | 522,325 | $27.7M |
| Cambridge Investment Research Advisors, Inc. | 0.10% | Reduce -16.2% | 513,108 | $27.2M |
| MA Private Wealth | 5.31% | Add +1.4% | 506,598 | $26.9M |
| McMorgan & Co. LLC | 4.23% | Reduce -14.3% | 502,176 | $26.6M |
| Kestra Advisory Services, LLC | 0.15% | Add +8.2% | 508,025 | $26.3M |
| Townsend & Associates, Inc | 2.87% | Add +0.1% | 472,258 | $25.9M |
| Old Mission Capital LLC | 0.66% | New | 477,099 | $25.3M |
| HighTower Advisors, LLC | 0.04% | Reduce -35.9% | 472,193 | $25.0M |
| Mercer Global Advisors Inc. | 0.07% | Reduce -9.9% | 468,507 | $24.8M |
| Fifth Third Bancorp | 0.09% | Reduce -8.5% | 457,104 | $24.2M |
| Brave Asset Management Inc. | 5.98% | Add +0.7% | 442,714 | $23.5M |
| Bank of Montreal | 0.01% | Add +139.3% | 405,974 | $21.6M |
| Valence8 US LP | 11.04% | Reduce -15.8% | 399,186 | $21.2M |
| Exencial Wealth Advisors, LLC | 0.80% | Reduce -7.6% | 398,368 | $21.1M |
| Waverly Advisors, LLC | 0.41% | Add +63.1% | 391,903 | $20.8M |
| Captrust Financial Advisors | 0.07% | Reduce -3.2% | 389,904 | $20.7M |
| Affinity Capital Advisors, LLC | 3.88% | Add +3.7% | 348,260 | $18.5M |
| Atria Investments, Inc | 0.23% | Reduce -30.9% | 338,707 | $18.0M |
| Bokf, NA | 0.31% | Reduce -0.6% | 327,144 | $17.4M |
| Checchi Capital Advisers, LLC | 1.35% | Reduce -11.6% | 320,942 | $17.0M |
| Prudential Financial Inc. | 0.03% | Reduce -21.2% | 319,001 | $16.9M |
| Bruce G. Allen Investments, LLC | 13.65% | Add +1.2% | 306,087 | $16.2M |
| Greenleaf Trust | 0.15% | Add +0.8% | 290,810 | $15.4M |
| CFS Investment Advisory Services, LLC | 1.23% | New | 286,294 | $15.2M |
| Atria Wealth Solutions, Inc. | 0.17% | Reduce -35.3% | 283,059 | $15.0M |
| SCS Capital Management LLC | 0.31% | Reduce -33.7% | 279,429 | $14.8M |
| Focus Partners Advisor Solutions, LLC | 0.39% | Reduce -3.0% | 279,342 | $14.8M |
| Obsidian Cio, LLC | 3.51% | Reduce -29.2% | 278,033 | $14.7M |
| FAS Wealth Partners, Inc. | 1.27% | Reduce -8.5% | 276,862 | $14.7M |
| Elgethun Capital Management | 3.68% | Add +5.3% | 274,805 | $14.6M |
| Plancorp, LLC | 0.63% | Add +0.2% | 273,165 | $14.5M |
| Advocacy Wealth Management, LLC | 1.17% | Reduce -24.6% | 267,658 | $14.2M |
| Austin Private Wealth, LLC | 1.53% | Reduce -31.1% | 267,652 | $14.2M |
| Icon Wealth Advisors, LLC | 1.26% | Reduce -38.3% | 256,785 | $14.2M |
| Wakefield Asset Management LLLP | 4.92% | Add +0.3% | 264,933 | $14.1M |
| Wealth Enhancement Advisory Services, LLC | 0.03% | Add +0.4% | 264,795 | $14.0M |
| HighMark Wealth Management LLC | 8.42% | Reduce -3.6% | 263,927 | $14.0M |
| Corient Private Wealth LP | 0.02% | Reduce -4.3% | 262,449 | $13.9M |
| Arete Wealth Advisors, LLC | 1.13% | Add +8.7% | 260,705 | $13.8M |
| Accredited Investors Inc. | 0.86% | Reduce -3.1% | 258,507 | $13.7M |
| Keeler Thomas Management LLC | 4.36% | Add +3.8% | 240,957 | $12.8M |
| Summit Trail Advisors, LLC | 0.33% | Add +0.2% | 238,243 | $12.6M |
| Avantax Advisory Services, Inc. | 0.09% | Reduce -20.4% | 230,575 | $12.2M |
| Cardinal Strategic Wealth Guidance | 4.34% | Reduce -28.6% | 226,870 | $12.0M |
| Stonebrook Private Inc. | 3.45% | Reduce -17.6% | 226,485 | $12.0M |
| Cary Street Partners Investment Advisory LLC | 0.48% | Add +8.3% | 243,321 | $11.9M |
| Flow Traders U.S. LLC | 0.58% | New | 221,706 | $11.8M |
| Long Run Wealth Advisors, LLC | 2.97% | Reduce -0.3% | 221,229 | $11.7M |
| Focus Partners Wealth | 0.04% | Add +153.4% | 218,876 | $11.6M |
| Strategic Blueprint, LLC | 0.79% | Reduce -29.1% | 217,790 | $11.6M |
| Keebeck Wealth Management | 1.68% | Reduce -11.4% | 215,974 | $11.5M |
| Blue Trust, Inc. | 0.16% | Add +0.1% | 208,466 | $11.3M |
| Financial Life Advisors | 4.56% | Reduce -11.8% | 211,809 | $11.2M |
| Cassaday & Co Wealth Management LLC | 0.35% | Reduce -0.9% | 211,348 | $11.2M |
| Lineweaver Wealth Advisors, LLC | 2.32% | Add +1.6% | 211,017 | $11.2M |
| Sharkey, Howes & Javer | 1.79% | Reduce -48.2% | 209,112 | $11.1M |
| Farther Finance Advisors, LLC | 0.53% | Reduce -19.2% | 205,590 | $11.0M |
| Avantax Planning Partners, Inc. | 0.35% | Add +0.7% | 204,201 | $10.8M |
| Apella Capital, LLC | 0.48% | Reduce -6.2% | 199,742 | $10.7M |
| Connable Office Inc. | 1.12% | Reduce -1.0% | 195,554 | $10.4M |
| West Wealth Group, LLC | 3.56% | Reduce -31.9% | 189,989 | $10.1M |
| Quent Capital, LLC | 1.09% | Add +1.5% | 187,059 | $9.9M |
| Horst & Graben Wealth Management LLC | 1.89% | Reduce -29.7% | 186,524 | $9.9M |
| Choreo, LLC | 0.16% | Add +3.6% | 184,207 | $9.8M |
| Moneta Group Investment Advisors LLC | 0.16% | Reduce -9.3% | 183,963 | $9.8M |
| Private Advisor Group, LLC | 0.07% | Add +14.3% | 183,346 | $9.7M |
| Associated Banc-Corp | 0.30% | Reduce -1.3% | 180,719 | $9.6M |
| Voya Investment Management LLC | 0.01% | Add +18.9% | 180,148 | $9.6M |
| Northwest Capital Management Inc | 3.47% | Reduce -20.4% | 179,204 | $9.5M |
| Kestra Private Wealth Services, LLC | 0.19% | Add +6.2% | 176,858 | $9.4M |
| Creative Planning | 0.01% | Reduce -1.3% | 175,145 | $9.3M |
| Invst, LLC | 1.00% | Reduce -28.8% | 170,312 | $9.1M |
| High Falls Advisors, Inc | 2.20% | Reduce -43.2% | 170,638 | $9.1M |
| Prosperity Consulting Group, LLC | 1.22% | Reduce -0.9% | 168,932 | $9.0M |
| CreativeOne Wealth, LLC | 0.45% | Reduce -49.5% | 168,616 | $8.9M |
| BOK Financial Private Wealth, Inc. | 0.65% | Reduce -2.2% | 168,172 | $8.9M |
| Alternative Investment Advisors, LLC. | 5.06% | Add +9.0% | 166,943 | $8.9M |
| Johnson Investment Counsel Inc. | 0.09% | Add +8.2% | 166,589 | $8.8M |
| McLean Asset Management Corp | 2.85% | Reduce -0.1% | 161,769 | $8.8M |
| Comerica Bank | 0.04% | Reduce -9.3% | 165,345 | $8.8M |
| Cahill Financial Advisors Inc. | 1.19% | Reduce -47.0% | 164,433 | $8.7M |
| Stone House Investment Management, LLC | 2.27% | Reduce -35.0% | 164,378 | $8.7M |
| Spectrum Wealth Counsel, LLC | 1.10% | Reduce -47.1% | 164,255 | $8.7M |
| RTD Financial Advisors, Inc. | 1.16% | Reduce -2.3% | 162,041 | $8.6M |
| Townsquare Capital LLC | 0.11% | Add +3.2% | 155,152 | $8.2M |
| Verdence Capital Advisors LLC | 0.73% | Add +0.0% | 154,117 | $8.2M |
| Maia Wealth LLC | 2.45% | — | 148,541 | $8.1M |
| Orion Porfolio Solutions, LLC | 0.09% | Reduce -35.6% | 152,560 | $8.1M |
| Orion Portfolio Solutions, LLC | 0.09% | Reduce -35.6% | 152,560 | $8.1M |
| ORG Partners LLC | 1.00% | New | 150,467 | $8.0M |
| NorthRock Partners, LLC | 0.30% | Reduce -43.0% | 149,323 | $7.9M |
| Ewa, LLC | 3.24% | Reduce -28.7% | 142,952 | $7.8M |
| TNF LLC | 2.87% | Reduce -39.6% | 143,595 | $7.8M |
| SteelPeak Wealth, LLC | 0.37% | Reduce -36.0% | 146,418 | $7.8M |
| N.E.W. Advisory Services LLC | 0.82% | Add +1.6% | 143,792 | $7.6M |
| Merit Financial Group, LLC | 0.17% | Reduce -32.6% | 143,441 | $7.6M |
| Northern Trust Corp. | 0.00% | Add +1.6% | 142,238 | $7.5M |
| Forthright Family Wealth Advisory LLC | 4.78% | Reduce -2.6% | 139,835 | $7.4M |
| Peninsula Wealth, LLC | 1.38% | Add +117.5% | 133,992 | $7.4M |
| Van Hulzen Asset Management, LLC | 0.50% | Reduce -13.7% | 139,431 | $7.4M |
| Efficient Advisors, LLC | 0.48% | Reduce -16.9% | 139,373 | $7.4M |
| 1ST Source Bank | 0.43% | Reduce -0.9% | 137,796 | $7.3M |
| BIP Wealth, LLC | 0.59% | Add +0.7% | 135,264 | $7.2M |
| Wealth Alliance, LLC | 0.93% | Reduce -29.0% | 135,182 | $7.2M |
| Koss-Olinger Consulting, LLC | 0.66% | New | 134,897 | $7.2M |
| Pinnacle Wealth Planning Services, Inc. | 1.02% | Add +4.2% | 134,728 | $7.1M |
| Pettinga Financial Advisors LLC | 1.78% | Reduce -42.0% | 133,889 | $7.1M |
| Citigroup Inc. | 0.01% | Add +7.9% | 133,134 | $7.1M |
| B. Riley Wealth Advisors, Inc. | 0.18% | Reduce -64.3% | 132,260 | $7.0M |
| Cary Street Partners Asset Management LLC | 1.02% | Add +15.2% | 130,555 | $6.9M |
| Simplicity Wealth,LLC | 0.16% | Reduce -32.5% | 130,134 | $6.9M |
| One Wealth Advisors, LLC | 1.45% | Reduce -32.4% | 127,132 | $6.7M |
| Wealthcare Advisory Partners LLC | 0.21% | Add +6.7% | 127,075 | $6.7M |
| Staley Capital Advisers Inc. | 0.31% | No change | 126,418 | $6.7M |
| Buttonwood Financial Group, LLC | 3.82% | Reduce -0.9% | 125,619 | $6.7M |
| Kelly Financial Services LLC | 2.39% | Reduce -10.5% | 126,175 | $6.7M |
| Kingdom Financial Group LLC. | 4.38% | Add +17.3% | 121,939 | $6.5M |
| First American Trust, FSB | 0.65% | Add +12.3% | 121,916 | $6.5M |
| Stratos Wealth Partners, LTD. | 0.10% | Add +7.3% | 121,630 | $6.5M |
| Blair William & Co. | 0.02% | Add +1.8% | 121,092 | $6.4M |
| Cypress Wealth Services, LLC | 1.42% | Reduce -25.1% | 120,659 | $6.4M |
| Integrated Capital Management, Inc. | 5.08% | Add +2.3% | 120,018 | $6.4M |
| Steward Partners Investment Advisory, LLC | 0.07% | Reduce -23.4% | 119,547 | $6.3M |
| Atlas Capital Advisors Inc. | 0.82% | Reduce -2.4% | 119,075 | $6.3M |
| CSM Advisors, LLC | 0.45% | Add +21.7% | 118,439 | $6.3M |
| PrairieView Partners, LLC | 0.70% | Reduce -0.6% | 117,920 | $6.3M |
| Kathmere Capital Management, LLC | 0.66% | Reduce -1.9% | 117,706 | $6.2M |
| Mma Asset Management LLC | 2.85% | Add +2.4% | 114,855 | $6.1M |
| Security Financial Services, INC. | 1.29% | Reduce -36.4% | 111,960 | $5.9M |
| Perigon Wealth Management, LLC | 0.17% | Reduce -24.9% | 111,750 | $5.9M |
| Allworth Financial LP | 0.04% | Add +0.5% | 107,620 | $5.9M |
| Keystone Financial Services | 2.41% | Reduce -42.3% | 109,713 | $5.8M |
| Callan Family Office, LLC | 1.11% | Reduce -12.3% | 109,103 | $5.8M |
| Glenmede Trust Co. NA | 0.03% | Add +2.1% | 108,908 | $5.8M |
| Physician Wealth Advisors, Inc. | 1.06% | Reduce -37.0% | 103,988 | $5.7M |
| North Star Investment Management Corp. | 0.42% | Add +1.2% | 107,337 | $5.7M |
| Napatree Capital LLC | 4.54% | Add +6.6% | 105,593 | $5.6M |
| Spire Wealth Management | 0.20% | Reduce -32.8% | 105,091 | $5.6M |
| TSA Wealth Managment LLC | 2.35% | Reduce -33.8% | 103,713 | $5.5M |
| Eq LLC | 3.21% | Reduce -2.8% | 101,075 | $5.4M |
| Principal Financial Group Inc. | 0.00% | Reduce -11.5% | 100,288 | $5.3M |
| RFG Advisory, LLC | 0.17% | Reduce -35.1% | 100,018 | $5.3M |
| Farmers & Merchants Trust Co of Chambersburg PA | 2.12% | Add +0.7% | 98,894 | $5.2M |
| Apeiron RIA LLC | 1.59% | Reduce -37.4% | 97,718 | $5.2M |
| Global Retirement Partners, LLC | 0.16% | Add +6.1% | 97,608 | $5.2M |
| Client 1ST Advisory Group, LLC | 2.19% | Reduce -1.1% | 96,075 | $5.1M |
| Waller Financial Planning Group, Inc. | 1.36% | Reduce -3.3% | 95,246 | $5.1M |
| Seneca Financial Advisors LLC | 2.58% | Add +6.2% | 93,926 | $5.0M |
| Northwest Wealth Management, LLC | 1.28% | Reduce -1.9% | 93,156 | $4.9M |
| Moneco Advisors, LLC | 0.72% | Add +1.4% | 92,385 | $4.9M |
| Millennium Management | 0.00% | Add +56.3% | 90,830 | $4.8M |
| Dorsey & Whitney Trust CO LLC | 0.33% | No change | 90,721 | $4.8M |
| First Horizon Advisors, Inc. | 0.14% | Reduce -20.7% | 89,889 | $4.8M |
| Merriman Wealth Management, LLC | 0.21% | Reduce -1.0% | 89,863 | $4.8M |
| Robinswood Financial LLC | 1.93% | Add +8.3% | 89,718 | $4.8M |
| Stage Harbor Financial, LLC | 4.58% | Reduce -0.7% | 89,474 | $4.7M |
| Advisory Services Network, LLC | 0.10% | Reduce -26.0% | 88,948 | $4.7M |
| Advus Financial Partners, LLC | 1.43% | Reduce -6.5% | 88,592 | $4.7M |
| Riverwater Partners LLC | 3.47% | Reduce -14.0% | 88,285 | $4.7M |
| Dynasty Wealth Management, LLC | 0.14% | Add +63.2% | 86,319 | $4.6M |
| Certus Wealth Management, LLC | 3.46% | Reduce -36.4% | 85,894 | $4.6M |
| Rothschild Wealth LLC | 1.48% | Reduce -29.6% | 85,858 | $4.6M |
| Wealth Architects, LLC | 0.55% | Reduce -4.0% | 85,308 | $4.5M |
| Concourse Financial Group Securities, Inc. | 0.28% | Reduce -37.0% | 84,154 | $4.5M |
| Maryland Capital Advisors Inc. | 2.40% | Reduce -1.3% | 83,994 | $4.5M |
| 180 Wealth Advisors, LLC | 0.72% | Reduce -2.0% | 80,972 | $4.4M |
| Elevate Wealth Advisory, Inc. | 3.57% | Reduce -0.5% | 82,965 | $4.4M |
| Rockland Trust Co. | 0.23% | Reduce -0.0% | 82,283 | $4.4M |
| ShoreHaven Wealth Partners, LLC | 2.29% | Add +5.3% | 82,073 | $4.4M |
| Summit X, LLC | 0.97% | Reduce -40.3% | 81,602 | $4.3M |
| PAX Financial Group, LLC | 0.85% | Reduce -38.3% | 81,727 | $4.3M |
| Focus Financial Network, Inc. | 0.18% | Reduce -23.4% | 76,824 | $4.3M |
| Zhang Financial LLC | 0.30% | Reduce -5.0% | 79,857 | $4.2M |
| Brookstone Capital Management | 0.07% | Reduce -34.9% | 75,877 | $4.2M |
| Montecito Bank & Trust | 0.85% | Reduce -3.1% | 78,876 | $4.2M |
| Cerity Partners LLC | 0.01% | Reduce -1.7% | 78,871 | $4.2M |
| Horan Securities, Inc. | 1.80% | Add +0.8% | 78,625 | $4.2M |
| Corepath Wealth Partners LLC | 4.37% | Reduce -6.2% | 76,653 | $4.1M |
| ONE Advisory Partners, LLC | 1.91% | Reduce -45.3% | 78,027 | $4.1M |
| Snowden Capital Advisors LLC | 0.12% | Reduce -52.1% | 76,985 | $4.1M |
| Collective Family Office LLC | 1.19% | Add +6.9% | 76,092 | $4.0M |
| Watershed Private Wealth LLC | 1.71% | Reduce -29.6% | 75,978 | $4.0M |
| Courier Capital LLC | 0.32% | Add +35.9% | 75,967 | $4.0M |
| Legacy Financial Group LLC | 0.79% | Add +6.0% | 75,634 | $4.0M |
| Beirne Wealth Consulting Services, LLC | 1.59% | Reduce -5.1% | 74,436 | $3.9M |
| Principal Securities, Inc. | 0.11% | Reduce -3.0% | 74,328 | $3.9M |
| Equitable Holdings, Inc. | 0.04% | Reduce -5.2% | 73,450 | $3.9M |
| Parkside Financial Bank & Trust | 0.59% | Add +10.5% | 71,016 | $3.8M |
| Vance Wealth, LLC | 1.53% | Reduce -17.4% | 70,249 | $3.7M |
| Ancora Advisors LLC | 0.09% | Add +9.2% | 69,555 | $3.7M |
| United Asset Strategies, Inc. | 0.36% | Add +87.2% | 68,643 | $3.6M |
| Trek Financial, LLC | 0.29% | Reduce -41.3% | 68,405 | $3.6M |
| Market Street Wealth Management Advisors LLC | 0.61% | No change | 66,790 | $3.5M |
| Brown Advisory Inc. | 0.00% | Reduce -14.4% | 66,762 | $3.5M |
| Clifford Group, LLC | 2.86% | Reduce -37.7% | 66,750 | $3.5M |
| Foundation Wealth Management, LLC | 2.77% | Reduce -0.6% | 66,652 | $3.5M |
| Mutual Advisors, LLC | 0.11% | Add +0.5% | 64,518 | $3.5M |
| Interactive Financial Advisors, Inc. | 1.93% | Reduce -0.7% | 65,984 | $3.5M |
| Mill Creek Capital Advisors, LLC | 0.09% | Reduce -41.9% | 65,898 | $3.5M |
| Pitcairn Co. | 0.21% | Reduce -2.6% | 65,887 | $3.5M |
| WealthShield Partners, LLC | 0.53% | Reduce -38.2% | 65,289 | $3.5M |
| Independent Financial Group, LLC | 0.14% | Add +6.7% | 64,648 | $3.4M |
| Geneos Wealth Management Inc. | 0.15% | Add +2.6% | 64,412 | $3.4M |
| Liberty Wealth Management LLC | 0.62% | Add +80.5% | 140,958 | $3.4M |
| Noble Family Wealth, LLC | 0.96% | Add +0.3% | 63,084 | $3.3M |
| Marks Group Wealth Management, Inc | 0.35% | Reduce -61.2% | 61,969 | $3.3M |
| Kickstand Ventures, Llc. | 0.90% | Reduce -67.6% | 61,700 | $3.3M |
| One Wealth Management Investment & Advisory Services, LLC | 1.30% | Reduce -36.2% | 61,362 | $3.3M |
| Swmg, LLC | 1.45% | Reduce -37.8% | 61,209 | $3.2M |
| Disciplined Investments, LLC | 1.72% | Add +1.1% | 61,036 | $3.2M |
| AMG National Trust Bank | 0.09% | Add +33.8% | 59,279 | $3.1M |
| U.S. Capital Wealth Advisors, LLC | 0.12% | Add +20.3% | 59,258 | $3.1M |
| Cranbrook Wealth Management, LLC | 0.75% | Reduce -4.0% | 57,516 | $3.1M |
| Harbor Group, Inc. | 0.78% | Reduce -0.9% | 57,465 | $3.0M |
| Advisory Alpha, LLC | 0.12% | Add +15.1% | 57,069 | $3.0M |
| Telos Capital Management, Inc. | 0.34% | Reduce -2.8% | 56,999 | $3.0M |
| WCG Wealth Advisors LLC | 0.22% | Reduce -49.6% | 56,393 | $3.0M |
| Ade, LLC | 2.02% | Reduce 0.0% | 56,377 | $3.0M |
| SOL Capital Management CO | 0.36% | Add +1.3% | 56,217 | $3.0M |
| Regal Investment Advisors LLC | 0.20% | Reduce -32.0% | 55,673 | $3.0M |
| Scissortail Wealth Management, LLC | 0.74% | Add +0.2% | 54,737 | $2.9M |
| Bay Harbor Wealth Management, LLC | 1.01% | Reduce -39.4% | 54,581 | $2.9M |
| Shared Vision Wealth Group LLC | 1.67% | Reduce -25.8% | 53,984 | $2.9M |
| Lansing Street Advisors | 1.19% | Add +8.4% | 53,930 | $2.9M |
| NorthCoast Asset Management LLC | 0.02% | Reduce -3.1% | 53,731 | $2.8M |
| Two Sigma Securities, LLC | 0.14% | New | 53,511 | $2.8M |
| PFG Advisors | 0.19% | Reduce -20.4% | 53,424 | $2.8M |
| DRW Securities, LLC | 0.17% | New | 53,894 | $2.8M |
| HSBC Holdings PLC | 0.00% | Add +90.9% | 53,346 | $2.8M |
| Dohj, LLC | 0.70% | Add +8.0% | 52,623 | $2.8M |
| Mosley Wealth Management | 2.37% | Reduce -11.6% | 52,467 | $2.8M |
| Dynamic Wealth Strategies, LLC | 2.36% | Add +1.7% | 51,761 | $2.7M |
| Stock Yards Bank & Trust Co. | 0.09% | Add +1.4% | 51,344 | $2.7M |
| Cobblestone Asset Management LLC | 1.76% | Reduce -44.6% | 51,258 | $2.7M |
| Cibc World Market Inc. | 0.01% | Add +1.5% | 51,021 | $2.7M |
| Summit Financial Strategies, Inc. | 0.33% | Reduce -0.3% | 50,490 | $2.7M |
| Key Financial Inc | 0.64% | No change | 50,029 | $2.7M |
| Whittier Trust Co. | 0.04% | No change | 49,921 | $2.6M |
| Firethorn Wealth Partners, LLC | 1.49% | Reduce -39.1% | 49,829 | $2.6M |
| Robertson Stephens Wealth Management, LLC | 0.14% | Reduce -17.5% | 49,814 | $2.6M |
| SigFig Wealth Management, LLC | 0.10% | Reduce -37.9% | 49,769 | $2.6M |
| My Legacy Advisors, LLC | 0.83% | Reduce -30.8% | 48,936 | $2.6M |
| SkyView Investment Advisors, LLC | 0.46% | Add +6.6% | 48,564 | $2.6M |
| Diversify Advisory Services, LLC | 0.14% | Reduce -41.0% | 47,757 | $2.6M |
| Geisinger Health | 0.74% | Reduce -70.1% | 47,800 | $2.5M |
| FFG Retirement Advisors LLC | 1.75% | Reduce -32.1% | 47,329 | $2.5M |
| Narus Financial Partners, LLC | 1.01% | Reduce -2.1% | 47,231 | $2.5M |
| Strategic Equity Management | 1.63% | Add +24.5% | 47,125 | $2.5M |
| True Vision MN LLC | 1.62% | Reduce -37.0% | 47,086 | $2.5M |
| Aptus Capital Advisors, LLC | 0.05% | Reduce -52.8% | 46,914 | $2.5M |
| World Equity Group, Inc. | 0.74% | Reduce -51.7% | 46,701 | $2.5M |
| Financial Engines Advisors L.L.C. | 0.01% | Add +67.7% | 46,495 | $2.5M |
| Shufro Rose & Co. LLC | 0.20% | Add +5.5% | 46,133 | $2.4M |
| Gen-Wealth Partners Inc | 1.17% | Reduce -39.3% | 45,739 | $2.4M |
| Ifrah Financial Services, Inc. | 0.68% | Reduce -1.5% | 45,508 | $2.4M |
| Spectrum Planning & Advisory Services Inc. | 2.31% | — | 45,443 | $2.4M |
| All Season Financial Advisors, Inc. | 2.15% | New | 44,709 | $2.4M |
| Mayflower Financial Advisors, LLC | 0.39% | Reduce -28.4% | 44,127 | $2.3M |
| EverSource Wealth Advisors, LLC | 0.15% | Add +4.4% | 41,971 | $2.3M |
| Sax Wealth Advisors, LLC | 0.22% | Add +0.5% | 42,952 | $2.3M |
| Ehrlich Financial Group | 1.80% | Reduce -11.1% | 42,881 | $2.3M |
| Raymond James Trust N.A. | 0.05% | Add +0.6% | 42,727 | $2.3M |
| Citadel Advisors | 0.00% | Reduce -88.4% | 42,582 | $2.3M |
| World Investment Advisors | 0.14% | New | 42,102 | $2.2M |
| Commerce Bank | 0.01% | Reduce -0.2% | 41,822 | $2.2M |
| American Financial & Tax Strategies Inc. | 1.16% | Reduce -1.6% | 41,652 | $2.2M |
| W Advisors, LLC | 1.45% | Reduce -12.5% | 41,632 | $2.2M |
| Intrua Financial, LLC | 0.36% | Add +19.6% | 41,284 | $2.2M |
| Ashton Thomas Securities, LLC | 0.53% | — | 40,672 | $2.2M |
| Copperleaf Capital, LLC | 1.74% | Reduce -28.3% | 40,958 | $2.2M |
| Elevation Point Wealth Partners, LLC | 0.17% | Reduce -34.2% | 40,627 | $2.2M |
| Beacon Bridge Wealth Partners, LLC | 0.98% | Reduce -44.6% | 40,441 | $2.1M |
| Sterling Wealth Management, Inc. | 1.01% | Add +0.8% | 40,138 | $2.1M |
| Assetmark, Inc. | 0.01% | Reduce -7.9% | 39,594 | $2.1M |
| Ironwood Investment Counsel, LLC | 0.37% | Reduce -4.8% | 39,131 | $2.1M |
| Stratos Wealth Advisors, LLC | 0.10% | Reduce -28.0% | 39,119 | $2.1M |
| Prospera Financial Services Inc | 0.06% | Reduce -16.9% | 39,064 | $2.1M |
| Ascent Group, LLC | 0.17% | Reduce -11.4% | 38,686 | $2.1M |
| Warner Financial, Inc. | 0.99% | Add +1.7% | 38,364 | $2.0M |
| Pinnacle Financial Partners Inc | 0.04% | Add +21.9% | 38,230 | $2.0M |
| Lantz Financial LLC | 0.63% | Reduce -23.0% | 38,068 | $2.0M |
| Tradition Wealth Management, LLC | 0.19% | Reduce -37.4% | 37,535 | $2.0M |
| RCS Financial Planning, LLC | 1.17% | Reduce -31.1% | 37,485 | $2.0M |
| Braun-Bostich & Associates Inc. | 1.46% | Add +66.1% | 37,076 | $2.0M |
| OMNI 360 Wealth, Inc. | 1.49% | Reduce -16.3% | 36,969 | $2.0M |
| Maiden Cove Capital, LLC | 4.25% | — | 36,247 | $2.0M |
| Claro Advisors Inc. | 0.30% | Add +73.9% | 36,727 | $1.9M |
| Keb Asset Management, LLC | 0.64% | Add +0.0% | 36,007 | $1.9M |
| Harbour Investments, Inc. | 0.06% | Reduce -26.0% | 35,747 | $1.9M |
| VPR Management LLC | 0.71% | No change | 35,700 | $1.9M |
| First Foundation Advisors | 0.07% | Add +108.9% | 35,672 | $1.9M |
| Alera Investment Advisors, LLC | 0.23% | Add +614.6% | 35,509 | $1.9M |
| IFG Advisory, LLC | 0.12% | Reduce -21.8% | 35,341 | $1.9M |
| Sowell Financial Services LLC | 0.09% | Reduce -11.9% | 34,972 | $1.9M |
| AdvisorNet Financial, Inc | 0.16% | Reduce -56.4% | 34,140 | $1.8M |
| BlackDiamond Wealth Management, LLC | 1.19% | Reduce -9.8% | 34,303 | $1.8M |
| Weil Company, Inc. | 0.65% | Reduce -1.8% | 33,451 | $1.8M |
| Navellier & Associates Inc. | 0.21% | No change | 33,333 | $1.8M |
| Xponance LLC | 0.02% | No change | 35,991 | $1.8M |
| CENTRAL TRUST Co | 0.04% | Reduce -1.7% | 33,199 | $1.8M |
| WR Wealth Planners, LLC | 0.54% | Reduce -0.9% | 33,106 | $1.8M |
| Stegner Investment Associates Inc. | 1.25% | Reduce -2.6% | 32,661 | $1.7M |
| Lanark Financial, Inc. | 0.16% | Add +24.0% | 32,644 | $1.7M |
| Quadrant Private Wealth Management, LLC | 0.40% | Reduce -20.6% | 32,488 | $1.7M |
| Sagace Wealth Management LLC | 1.68% | — | 31,151 | $1.7M |
| Verus Capital Partners, LLC | 0.18% | Reduce -38.5% | 32,177 | $1.7M |
| Maripau Wealth Management LLC | 1.14% | Reduce -36.0% | 31,323 | $1.7M |
| Mason Investment Advisory Services, Inc. | 0.10% | Add +2.9% | 31,234 | $1.7M |
| Seldon Capital LP | 0.92% | No change | 31,000 | $1.6M |
| IHT Wealth Management, LLC | 0.06% | Add +27.2% | 30,438 | $1.6M |
| Apollon Wealth Management, LLC | 0.05% | Reduce -51.0% | 30,383 | $1.6M |
| Girard Partners LTD. | 0.15% | Reduce -3.2% | 30,187 | $1.6M |
| Neumann Capital Management, LLC | 0.54% | No change | 29,785 | $1.6M |
| LVW Advisors, LLC | 0.23% | Reduce -20.7% | 29,764 | $1.6M |
| TD Private Client Wealth LLC | 0.05% | Add +6.6% | 29,552 | $1.6M |
| Windward Private Wealth Management Inc. | 0.62% | Reduce -1.6% | 28,811 | $1.5M |
| Avidian Wealth Enterprises, LLC | 0.07% | Reduce -41.5% | 28,312 | $1.5M |
| Csenge Advisory Group | 0.09% | Reduce -57.3% | 28,267 | $1.5M |
| Revolve Wealth Partners, LLC | 0.24% | Add +2.5% | 27,716 | $1.5M |
| Moneywise, Inc. | 0.76% | Add +69.0% | 27,120 | $1.4M |
| Emergent Wealth Advisors, LLC | 1.16% | Reduce -5.2% | 27,111 | $1.4M |
| Falcon Wealth Planning | 0.19% | Reduce -3.8% | 27,085 | $1.4M |
| Cyndeo Wealth Partners, LLC | 0.11% | Reduce -25.8% | 26,753 | $1.4M |
| Journey Strategic Wealth LLC | 0.06% | Add +81.7% | 26,726 | $1.4M |
| Fortress Wealth Management, Inc. | 0.72% | Add +0.8% | 26,670 | $1.4M |
| Sigma Planning Corp | 0.04% | Reduce -31.3% | 26,504 | $1.4M |
| American State Bank (Iowa) | 0.90% | Add +58.0% | 26,427 | $1.4M |
| Capital Analysts, LLC | 0.06% | Add +13.3% | 26,362 | $1.4M |
| G&S Capital LLC | 0.60% | Reduce -0.3% | 25,359 | $1.4M |
| Keybank National Association | 0.01% | Add +38.4% | 26,208 | $1.4M |
| Nicholas Hoffman & Company, LLC. | 0.07% | Add +0.3% | 26,143 | $1.4M |
| Kingsview Wealth Management, LLC | 0.03% | Add +9.4% | 25,939 | $1.4M |
| Clayton Financial Group LLC | 0.59% | Add +18.1% | 25,252 | $1.4M |
| Regimen Wealth, LLC | 0.47% | Reduce -35.6% | 25,618 | $1.4M |
| Rockingstone Advisors LLC | 0.69% | Add +0.5% | 25,415 | $1.3M |
| Concorde Asset Management, LLC | 0.82% | Reduce -34.6% | 25,158 | $1.3M |
| Quadcap Wealth Management, LLC | 0.24% | Add +194.6% | 24,769 | $1.3M |
| Keel Point, LLC | 0.12% | Add +189.3% | 24,263 | $1.3M |
| Transcend Capital Advisors, LLC | 0.09% | Reduce -27.1% | 24,411 | $1.3M |
| Campion Asset Management | 1.02% | Reduce -3.6% | 24,341 | $1.3M |
| SouthState Bank Corp | 0.09% | Reduce -3.7% | 24,296 | $1.3M |
| TD Waterhouse Canada Inc. | 0.01% | Add +42.9% | 24,249 | $1.3M |
| Concurrent Investment Advisors, LLC | 0.04% | Reduce -9.1% | 24,202 | $1.3M |
| Sage Financial Group Inc. | 0.11% | Reduce -2.5% | 24,016 | $1.3M |
| Atlantic Edge Private Wealth Management, LLC | 0.42% | Reduce -14.0% | 23,837 | $1.3M |
| Wealthspire Advisors, LLC | 0.02% | Reduce -7.7% | 23,702 | $1.3M |
| Quantum Portfolio Management LLC | 0.71% | Reduce -18.9% | 23,445 | $1.2M |
| Great Valley Advisor Group, Inc. | 0.03% | Add +0.0% | 23,437 | $1.2M |
| Maxwell Wealth Strategies Inc. | 0.61% | Reduce -44.0% | 23,361 | $1.2M |
| Creative Financial Designs Inc. | 0.11% | Reduce -27.1% | 23,310 | $1.2M |
| Maryland State Retirement & Pension System | 0.02% | Reduce -74.3% | 23,296 | $1.2M |
| Independence Bank of Kentucky | 0.33% | Reduce -6.0% | 23,197 | $1.2M |
| Hoxton Planning & Management, LLC | 0.57% | Reduce -37.8% | 23,088 | $1.2M |
| Breakwater Capital Group | 0.28% | Add +1.5% | 23,045 | $1.2M |
| Twin Peaks Wealth Advisors, LLC | 0.61% | Reduce -23.7% | 23,009 | $1.2M |
| Cresset Asset Management, LLC | 0.01% | Add +98.9% | 22,978 | $1.2M |
| Merkkuri Wealth Advisors LLC | 1.12% | — | 22,871 | $1.2M |
| Wedbush Securities Inc. | 0.04% | Reduce -3.7% | 22,665 | $1.2M |
| GeoWealth Management, LLC | 0.05% | Reduce -7.0% | 22,604 | $1.2M |
| FWG Investments, LLC. | 1.20% | Reduce -1.6% | 22,498 | $1.2M |
| IFP Advisors, Inc | 0.05% | Reduce -45.8% | 22,331 | $1.2M |
| Conning Inc. | 0.04% | No change | 22,107 | $1.2M |
| Oppenheimer & Co. Inc. | 0.02% | Add +11.5% | 22,092 | $1.2M |
| Theory Financial LLC | 0.55% | Add +24.1% | 21,806 | $1.2M |
| Patten Group, Inc. | 0.27% | Reduce -1.2% | 21,736 | $1.2M |
| Modern Wealth Management, LLC | 0.08% | Add +101.3% | 21,067 | $1.1M |
| Cooper Financial Group | 0.16% | Reduce -5.0% | 20,733 | $1.1M |
| Tempus Wealth Planning, LLC | 0.46% | Reduce -6.9% | 20,732 | $1.1M |
| Axxcess Wealth Management, LLC | 0.03% | Reduce -18.3% | 20,606 | $1.1M |
| Visionary Wealth Advisors | 0.07% | Reduce -5.7% | 20,405 | $1.1M |
| Financial Advocates Investment Management | 0.07% | New | 20,336 | $1.1M |
| Droms Strauss Advisors Inc. /Mo/ | 0.39% | Reduce -15.5% | 20,269 | $1.1M |
| Hill Investment Group Partners, LLC | 0.14% | Reduce -5.6% | 19,532 | $1.1M |
| Patriot Financial Group Insurance Agency, LLC | 0.16% | Reduce -16.6% | 20,138 | $1.1M |
| Westside Investment Management, Inc. | 0.24% | Add +3.9% | 20,107 | $1.1M |
| Beam Wealth Advisors, Inc. | 0.35% | New | 20,012 | $1.1M |
| Tobias Financial Advisors, Inc. | 0.23% | Reduce -0.1% | 19,760 | $1.0M |
| Susquehanna International Group, LLP | 0.00% | Reduce -94.3% | 19,405 | $1.0M |
| Redwood Investment Management, LLC | 0.09% | Reduce -49.9% | 19,271 | $1.0M |
| Arcadia Wealth Management, LLC | 0.57% | Reduce -3.9% | 18,975 | $1.0M |
| Benjamin F. Edwards & Company, Inc. | 0.02% | Reduce -37.1% | 18,875 | $1.0M |
| Quotient Wealth Partners, LLC | 0.03% | Reduce -56.0% | 18,747 | $994K |
| Global Wealth Management Investment Advisory, Inc. | 0.23% | Reduce -1.6% | 18,723 | $993K |
| Kingswood Wealth Advisors, LLC | 0.09% | Add +11.8% | 18,720 | $993K |
| Gateway Wealth Partners, LLC | 0.30% | Reduce -37.3% | 18,704 | $992K |
| Clearview Wealth Advisors LLC | 0.86% | Reduce -61.7% | 18,657 | $990K |
| Country Club Bank | 0.07% | No change | 18,715 | $988K |
| Bleakley Financial Group, LLC | 0.03% | Add +4.0% | 18,594 | $986K |
| Centaurus Financial, Inc. | 0.07% | Add +2.3% | 18,561 | $984K |
| Clearstead Advisors, LLC | 0.02% | No change | 18,350 | $973K |
| Addison Capital Co | 0.42% | Add +57.2% | 18,310 | $971K |
| Sutton Place Investors LLC | 0.65% | Reduce -22.3% | 18,303 | $971K |
| Flagship Harbor Advisors, LLC | 0.06% | Reduce -36.0% | 18,096 | $960K |
| Aveo Capital Partners, LLC | 0.11% | Reduce -13.4% | 18,073 | $959K |
| GHP Investment Advisors, Inc. | 0.05% | Reduce -3.1% | 17,869 | $948K |
| GC Wealth Management RIA, LLC | 0.19% | New | 17,794 | $944K |
| Vermillion & White Wealth Management Group, LLC | 0.71% | Add +4.0% | 17,726 | $940K |
| RHS Financial, LLC | 0.57% | Reduce -11.9% | 17,565 | $932K |
| Fonville Wealth Management LLC | 0.37% | Reduce -2.7% | 17,495 | $928K |
| Gallagher Fiduciary Advisors, LLC | 0.21% | Add +7.8% | 17,484 | $927K |
| &partners | 0.04% | Add +141.7% | 17,439 | $925K |
| Source Financial Advisors LLC | 0.28% | Add +0.6% | 17,388 | $922K |
| Mycio Wealth Partners, LLC | 0.23% | Add +2.9% | 17,331 | $919K |
| ARK & TLK Investments, LLC | 0.34% | No change | 17,273 | $916K |
| Bush Investment Group, LLC | 0.79% | Reduce -39.3% | 17,270 | $916K |
| Venturi Wealth Management, LLC | 0.05% | Reduce -40.8% | 16,989 | $901K |
| Angeles Wealth Management, LLC | 0.08% | No change | 16,964 | $900K |
| Latitude Advisors, LLC | 0.55% | Add +24.3% | 16,897 | $896K |
| Mgo One Seven LLC | 0.04% | Reduce -19.5% | 16,872 | $895K |
| Ascension Capital Advisors, Inc. | 0.47% | No change | 16,815 | $892K |
| Betterment LLC | 0.00% | Reduce -37.7% | 16,702 | $886K |
| Commonwealth Retirement Investments LLC | 0.40% | Reduce -31.7% | 16,660 | $884K |
| Vertex Planning Partners, LLC | 0.22% | Reduce -36.3% | 16,278 | $863K |
| Virtus Family Office LLC | 1.16% | Add +31.8% | 16,015 | $849K |
| Aprio Wealth Management, LLC | 0.15% | Add +26.3% | 16,011 | $849K |
| Marcum Wealth, LLC | 0.08% | Reduce -3.1% | 15,931 | $845K |
| Sovereign Financial Group, Inc. | 0.21% | Reduce -14.0% | 15,720 | $834K |
| WealthPLAN Partners, LLC | 0.09% | Reduce -37.6% | 15,476 | $821K |
| GFS Advisors, LLC | 0.13% | Reduce -99.3% | 100 | $816K |
| Sierra Capital LLC | 0.11% | No change | 15,250 | $809K |
| LifePlan Investment Advisors, Inc. | 0.58% | Reduce -13.6% | 15,227 | $808K |
| Pallas Capital Advisors LLC | 0.04% | Reduce -11.2% | 14,602 | $803K |
| Clear Creek Financial Management, LLC | 0.10% | Reduce -36.9% | 15,131 | $803K |
| Private Trust Co. NA | 0.09% | Reduce -0.7% | 15,010 | $796K |
| Fullcircle Wealth LLC | 0.39% | — | 14,612 | $794K |
| Catalina Capital Group, LLC | 0.30% | Reduce -29.5% | 14,882 | $789K |
| DAVENPORT & Co LLC | 0.01% | Add +24.8% | 14,868 | $789K |
| Altfest L J & Co. Inc. | 0.11% | Reduce -7.5% | 14,856 | $788K |
| Compound Planning, Inc. | 0.06% | Reduce -6.7% | 14,855 | $788K |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.02% | Reduce -0.3% | 14,848 | $788K |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +7.3% | 14,798 | $785K |
| TRUE Private Wealth Advisors | 0.09% | Reduce -40.2% | 14,769 | $783K |
| Edge Capital Group, LLC | 0.04% | Reduce -11.6% | 14,748 | $782K |
| O'Connor Financial Group LLC | 0.45% | Reduce -4.9% | 14,666 | $778K |
| Midwest Heritage Bank, FSB | 0.39% | Reduce -13.3% | 14,659 | $778K |
| W.H. Cornerstone Investments Inc. | 0.55% | Reduce -29.6% | 14,647 | $777K |
| Fragasso Financial Advisors Inc | 0.06% | Reduce -43.0% | 14,626 | $776K |
| First Citizens Financial Corp | 0.46% | Reduce -0.2% | 14,595 | $774K |
| Peterson Financial Group, Inc. | 4.67% | Add +6.5% | 14,435 | $766K |
| Interchange Capital Partners, LLC | 0.28% | Reduce -40.6% | 14,385 | $763K |
| Krilogy Financial LLC | 0.06% | Add +25.0% | 14,385 | $763K |
| Wealthgarden F.S. LLC | 0.79% | — | 14,195 | $753K |
| GGM Financial LLC | 0.69% | — | 14,165 | $751K |
| One Capital Management, LLC | 0.03% | Add +93.9% | 14,161 | $751K |
| Luts & Greenleigh Group, Inc. | 0.78% | — | 14,128 | $749K |
| Opinicus Capital, Inc. | 0.63% | Add +2.9% | 14,099 | $748K |
| American Financial Advisors, LLC | 0.11% | Reduce -4.3% | 14,060 | $746K |
| Ameritas Advisory Services, LLC | 0.03% | Add +2.7% | 13,865 | $735K |
| Mesirow Financial Investment Management, Inc. | 0.02% | Reduce -11.4% | 13,666 | $725K |
| StoneX Group Inc. | 0.06% | Reduce -9.0% | 13,620 | $722K |
| Arlington Capital Management, Inc. | 0.63% | Add +0.6% | 13,590 | $721K |
| Squire Investment Management Company, LLC | 0.40% | Reduce -4.0% | 13,411 | $711K |
| Fiduciary Trust Co | 0.01% | No change | 13,372 | $709K |
| Stephens Inc. | 0.01% | Reduce -0.3% | 13,358 | $709K |
| Sound Financial Strategies Group, LLC | 0.62% | New | 13,348 | $708K |
| First Commonwealth Financial Corp | 0.18% | Reduce -8.4% | 13,272 | $704K |
| Asset Dedication, LLC | 0.05% | Reduce -1.4% | 13,266 | $704K |
| First Citizens Asset Management, Inc. | 0.25% | Reduce -0.4% | 12,890 | $684K |
| Bridges Investment Management Inc. | 0.01% | New | 12,827 | $680K |
| Partners Capital Investment Group, LLP | 0.01% | Reduce -80.7% | 12,647 | $669K |
| Keystone Wealth Services, LLC | 0.21% | Reduce -2.7% | 12,601 | $668K |
| Hardin Capital Partners, LLC | 0.43% | — | 12,504 | $663K |
| Arkadios Wealth Advisors | 0.04% | Add +68.0% | 12,478 | $662K |
| Beacon Financial Advisory LLC | 0.24% | Reduce -8.4% | 12,287 | $652K |
| Sound Income Strategies, LLC | 0.05% | Reduce -25.8% | 12,225 | $648K |
| Valmark Advisers, Inc. | 0.01% | New | 12,190 | $647K |
| 25 LLC | 0.30% | Add +2.2% | 12,082 | $641K |
| Squarepoint Ops LLC | 0.00% | Reduce -80.1% | 11,854 | $629K |
| BCU Wealth Advisors, LLC | 0.46% | Reduce -31.8% | 11,726 | $622K |
| Wambolt & Associates, LLC | 0.18% | Reduce -25.3% | 11,610 | $619K |
| Y-Intercept (Hong Kong) Ltd | 0.03% | Reduce -51.9% | 11,664 | $619K |
| Mather Group, Llc. | 0.01% | Add +20.2% | 11,329 | $616K |
| Foster Group, Inc. | 0.02% | Reduce -9.5% | 11,570 | $614K |
| Gilman Hill Asset Management, LLC | 0.11% | Add +2.8% | 11,534 | $612K |
| Dynamic Advisor Solutions LLC | 0.02% | Reduce -0.1% | 11,512 | $611K |
| Lido Advisors, LLC | 0.01% | Add +8.4% | 11,395 | $604K |
| Valeo Financial Advisors, LLC | 0.02% | Reduce -1.9% | 11,055 | $586K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.06% | Reduce -16.4% | 10,981 | $582K |
| LexAurum Advisors, LLC | 0.14% | Reduce -34.5% | 10,908 | $579K |
| Manhattan West Asset Management, LLC | 0.16% | Add +2.9% | 10,904 | $578K |
| Samalin Investment Counsel, LLC | 0.27% | Add +20.0% | 10,892 | $578K |
| Caprock Group, LLC | 0.02% | New | 10,717 | $568K |
| Flputnam Investment Management Co. | 0.01% | Add +6.5% | 10,612 | $563K |
| Lwmg, LLC | 0.12% | Add +1.1% | 10,479 | $556K |
| FSC Wealth Advisors, LLC | 0.41% | Add +172.9% | 10,372 | $550K |
| Aspire Private Capital, LLC | 0.14% | Reduce -31.2% | 10,300 | $546K |
| Alterna Wealth Management, Inc. | 0.47% | Reduce -18.3% | 10,220 | $542K |
| Turtle Creek Wealth Advisors, LLC | 0.13% | No change | 10,204 | $541K |
| Motive Wealth Advisors | 0.32% | No change | 10,175 | $540K |
| Raleigh Capital Management Inc. | 0.23% | Reduce -43.0% | 10,135 | $538K |
| Capasso Planning Partners LLC | 0.17% | Reduce -6.6% | 10,133 | $537K |
| Lodestone Wealth Management LLC | 0.28% | Add +0.1% | 10,121 | $537K |
| NBT Bank, N.A. | 0.04% | Reduce -19.1% | 10,060 | $535K |
| Cornerstone Wealth Management, LLC | 0.04% | Reduce -15.4% | 10,040 | $533K |
| D.A. Davidson & Co. | 0.00% | Add +1.8% | 10,007 | $531K |
| Whittier Trust Co. of Nevada Inc. | 0.01% | Reduce -38.8% | 9,938 | $527K |
| Cherry Tree Wealth Management, LLC | 0.13% | Reduce -0.8% | 9,919 | $526K |
| Coldstream Capital Management Inc. | 0.01% | Reduce -19.1% | 9,889 | $525K |
| Ariadne Wealth Management, LP | 0.41% | — | 9,845 | $522K |
| Aspire Wealth Management Corp | 0.30% | Reduce -29.2% | 9,771 | $518K |
| Mission Wealth Management, LP | 0.01% | Add +3.2% | 9,695 | $514K |
| Madden Advisory Services, Inc. | 0.26% | Add +5.7% | 9,653 | $512K |
| Evanson Asset Management, LLC | 0.04% | Reduce -3.8% | 9,652 | $512K |
| Cornerstone Advisors Asset Management, LLC | 0.14% | No change | 9,640 | $511K |
| Sequoia Financial Advisors, LLC | 0.01% | Add +31.3% | 9,570 | $508K |
| First Heartland Consultants, Inc. | 0.05% | Add +5.3% | 9,447 | $501K |
| AlTi Global, Inc. | 0.01% | No change | 9,442 | $501K |
| Hemington Wealth Management | 0.17% | No change | 9,440 | $500K |
| Family Firm, Inc. | 0.11% | Add +2.9% | 9,182 | $487K |
| REAP Financial Group, LLC | 0.13% | Reduce -61.9% | 9,153 | $485K |
| Wells Financial Advisors INC | 0.32% | New | 9,082 | $482K |
| Bryn Mawr Trust Advisors, LLC | 0.03% | Reduce -5.8% | 9,059 | $480K |
| Tanglewood Wealth Management, Inc. | 0.06% | Reduce -5.5% | 8,990 | $477K |
| TCWP LLC | 1.17% | Reduce -16.6% | 8,968 | $476K |
| Osborne Partners Capital Management, LLC | 0.03% | Reduce -14.6% | 8,800 | $467K |
| International Assets Investment Management, LLC | 0.04% | Reduce -25.7% | 8,792 | $466K |
| Quarry Hill Advisors, LLC | 0.31% | No change | 8,773 | $465K |
| Per Stirling Capital Management, LLC. | 0.07% | Add +13.3% | 8,744 | $464K |
| MIdWestOne Financial Group, Inc. | 0.08% | No change | 8,709 | $462K |
| Lifeworks Advisors, LLC | 0.13% | Reduce -41.9% | 8,692 | $461K |
| Essex Bank | 0.12% | Reduce -2.4% | 8,453 | $448K |
| Beacon Financial Group | 0.05% | Reduce -14.4% | 8,424 | $447K |
| Claris Advisors, LLC / Mo / | 0.23% | Add +0.9% | 8,345 | $443K |
| Heritage Wealth Management, LLC | 0.25% | Reduce -3.3% | 8,327 | $442K |
| Heritage Family Offices, LLP | 0.25% | — | 8,327 | $442K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -12.0% | 8,158 | $441K |
| Harbour Capital Advisors, LLC | 0.10% | No change | 8,204 | $437K |
| RDA Financial Network | 0.14% | New | 8,243 | $437K |
| Prime Capital Investment Advisors, LLC | 0.01% | Reduce -48.5% | 8,178 | $434K |
| Dentgroup LLC | 0.35% | Reduce -25.4% | 8,087 | $429K |
| Financial Perspectives, Inc | 0.16% | Add +0.8% | 8,018 | $425K |
| Tranquility Partners, LLC | 0.16% | No change | 7,994 | $424K |
| Raffa Wealth Management, LLC | 0.12% | Add +2.0% | 7,883 | $418K |
| Curi Capital, LLC | 0.01% | No change | 7,869 | $417K |
| Bessemer Group Inc. | 0.00% | Add +7.9% | 7,864 | $417K |
| GYL Financial Synergies, LLC | 0.03% | No change | 7,803 | $414K |
| J.W. Cole Advisors, Inc. | 0.02% | Add +7.3% | 7,794 | $413K |
| Legacy Edge Advisors, LLC | 0.08% | Add +29.1% | 7,787 | $413K |
| Citizens Business Bank | 0.09% | No change | 7,756 | $411K |
| Carlson Capital Management | 0.02% | Reduce -7.1% | 7,720 | $409K |
| Uptick Partners, LLC | 0.31% | Reduce -7.4% | 7,511 | $409K |
| 1834 Investment Advisors Co. | 0.05% | Reduce -45.2% | 7,664 | $406K |
| Red Tortoise LLC | 0.22% | Add +2.9% | 7,660 | $406K |
| Glass Jacobson Investment Advisors llc | 0.15% | Add +6.3% | 7,653 | $406K |
| Center for Financial Planning, Inc. | 0.06% | Reduce -3.5% | 7,611 | $404K |
| DGS Capital Management, LLC | 0.11% | Reduce -5.7% | 7,599 | $403K |
| Hutchens & Kramer Investment Management Group, LLC | 0.22% | Reduce -35.4% | 7,479 | $399K |
| Gilbert & Cook, Inc. | 0.06% | Reduce -15.2% | 7,491 | $397K |
| Absolute Capital Management, LLC | 0.24% | Reduce -36.3% | 7,486 | $397K |
| Palisade Asset Management, LLC | 0.04% | No change | 7,470 | $396K |
| Pinnacle Bancorp, Inc. | 0.12% | No change | 7,442 | $395K |
| Fifth Third Securities, Inc. | 0.04% | Add +1.0% | 7,440 | $395K |
| Ashton Thomas Private Wealth, LLC | 0.02% | Reduce -12.3% | 7,418 | $393K |
| Capital Asset Advisory Services LLC | 0.02% | Reduce -27.6% | 7,156 | $385K |
| Wealthcare Capital Management LLC | 0.04% | Reduce -24.6% | 7,233 | $384K |
| Hobart Private Capital, LLC | 0.11% | Reduce -36.5% | 7,201 | $382K |
| CAP Partners, LLC | 0.31% | Reduce -20.5% | 7,146 | $379K |
| Discipline Wealth Solutions, LLC | 0.30% | New | 7,081 | $376K |
| Vontobel Holding Ltd. | 0.00% | Reduce -33.3% | 7,047 | $374K |
| Integral Investment Advisors, Inc. | 0.14% | No change | 7,000 | $370K |
| PBMares Wealth Management LLC | 0.09% | Add +20.2% | 6,962 | $369K |
| Pinnacle Family Advisors, LLC | 0.20% | Reduce -35.5% | 6,954 | $369K |
| CGN Advisors LLC | 0.04% | Add +35.5% | 6,948 | $369K |
| MainStreet Investment Advisors LLC | 0.04% | Reduce -12.2% | 6,938 | $368K |
| MassMutual Private Wealth & Trust, FSB | 0.01% | Reduce -5.1% | 6,843 | $363K |
| Lion Street Advisors, LLC | 0.13% | Reduce -26.1% | 6,828 | $362K |
| VestGen Investment Management | 0.11% | Reduce -43.6% | 6,796 | $360K |
| Northwest Bancshares, Inc. | 0.06% | Reduce -8.7% | 6,739 | $357K |
| Lloyd Advisory Services, LLC. | 0.17% | New | 6,731 | $357K |
| Sachetta, LLC | 0.15% | Reduce -0.5% | 6,500 | $355K |
| Moors & Cabot, Inc. | 0.02% | Reduce -14.0% | 6,681 | $354K |
| Wedmont Private Capital | 0.02% | Reduce -18.7% | 6,378 | $352K |
| Argent Advisors, Inc. | 0.14% | Add +3.8% | 6,578 | $349K |
| Ritter Daniher Financial Advisory LLC / DE | 0.11% | Reduce -39.2% | 6,567 | $348K |
| Financial Partners Group, Inc | 0.05% | Add +4.9% | 6,555 | $348K |
| Shotwell Rutter Baer Inc | 0.31% | Reduce -4.4% | 6,440 | $346K |
| Fermata Advisors, LLC | 0.08% | Reduce -3.9% | 6,515 | $346K |
| Sunbelt Securities, Inc. | 0.03% | Reduce -0.2% | 6,393 | $339K |
| Tritonpoint Wealth, LLC | 0.03% | Reduce -20.2% | 6,318 | $335K |
| Wrapmanager Inc. | 0.09% | Reduce -11.8% | 6,301 | $334K |
| Total Wealth Planning, LLC | 0.05% | Reduce -9.1% | 6,058 | $334K |
| Essex Private Wealth Management, LLC | 0.85% | Add +1.6% | 6,291 | $334K |
| Aerodigm Wealth, LLC | 0.15% | Reduce -8.6% | 6,273 | $333K |
| Prosperity Planning, Inc. | 0.11% | Reduce -16.4% | 6,271 | $333K |
| Atlas Private Wealth Advisors | 0.05% | New | 6,263 | $332K |
| Voya Financial Advisors, Inc. | 0.04% | Reduce -5.7% | 6,283 | $332K |
| Regions Financial Corp. | 0.00% | New | 6,092 | $323K |
| Integrated Advisors Network LLC | 0.02% | Add +2.4% | 6,079 | $322K |
| Bordeaux Wealth Advisors LLC | 0.06% | Add +0.3% | 6,075 | $322K |
| Lauterbach Financial Advisors, LLC | 0.21% | Add +4.6% | 6,010 | $319K |
| First Hawaiian Bank | 0.01% | Reduce -92.2% | 6,012 | $319K |
| Semmax Financial Advisors Inc. | 0.10% | Reduce -25.0% | 5,919 | $318K |
| Wharton Business Group, LLC | 0.02% | No change | 5,960 | $316K |
| Aaron Wealth Advisors LLC | 0.04% | Reduce -2.3% | 5,913 | $314K |
| Resurgent Financial Advisors LLC | 0.20% | Reduce -55.7% | 5,913 | $314K |
| One Wealth Map LLC | 0.19% | No change | 5,650 | $311K |
| Hilltop National Bank | 0.10% | No change | 5,850 | $310K |
| Index Fund Advisors, Inc. | 0.02% | Reduce -2.8% | 5,834 | $309K |
| Franklin Resources Inc. | 0.00% | Add +14.8% | 5,820 | $309K |
| National Bank of Canada | 0.00% | Reduce -1.7% | 5,827 | $309K |
| Wealthfront Advisers LLC | 0.00% | Add +4.2% | 5,734 | $304K |
| Milestone Investment Advisors LLC | 0.08% | No change | 5,719 | $303K |
| Avior Wealth Management, LLC | 0.01% | Reduce -14.2% | 5,715 | $303K |
| Dopkins Wealth Management, LLC | 0.18% | No change | 5,679 | $301K |
| Smartleaf Asset Management LLC | 0.05% | Add +196.4% | 5,696 | $301K |
| Essex Financial Services, Inc. | 0.02% | New | 5,673 | $299K |
| Plante Moran Financial Advisors, LLC | 0.03% | Add +1.1% | 5,635 | $299K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -3.5% | 5,603 | $297K |
| Global Assets Advisory, LLC | 0.47% | New | 5,601 | $297K |
| XML Financial, LLC | 0.03% | Add +2.9% | 5,573 | $296K |
| Beaird Harris Wealth Management, LLC | 0.03% | Add +1.7% | 5,572 | $296K |
| Financial Counselors Inc. | 0.00% | Reduce -16.8% | 5,569 | $295K |
| TrueWealth Advisors, LLC | 0.11% | Reduce -11.7% | 5,559 | $295K |
| Boston Financial Mangement LLC | 0.01% | No change | 5,523 | $293K |
| Flagstar Securities, Inc. | 0.08% | Reduce -0.8% | 5,515 | $293K |
| James J. Burns & Company, LLC | 0.06% | New | 5,493 | $291K |
| Opes Wealth Management LLC | 0.06% | No change | 5,441 | $289K |
| Washington Trust Bank | 0.03% | Add +36.3% | 5,437 | $288K |
| Marco Investment Management LLC | 0.03% | No change | 5,417 | $287K |
| Intelligence Driven Advisers, LLC | 0.04% | No change | 5,414 | $287K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 5,404 | $287K |
| Laird Norton Wetherby Wealth Management, LLC | 0.01% | Reduce -34.6% | 5,396 | $286K |
| CRA Financial Services, LLC | 0.06% | No change | 5,387 | $286K |
| Forum Financial Management, LP | 0.01% | Reduce -7.8% | 5,356 | $284K |
| Ascentis Independent Advisors | 0.06% | — | 5,333 | $283K |
| LGT Financial Advisors LLC | 0.59% | Reduce -21.5% | 5,302 | $281K |
| Crescent Grove Advisors, LLC | 0.03% | No change | 5,262 | $279K |
| Kovack Advisors, Inc. | 0.03% | Reduce -0.2% | 5,212 | $276K |
| Sage Mountain Advisors LLC | 0.03% | Reduce -1.0% | 5,199 | $276K |
| Cardiff Park Advisors, LLC | 0.03% | Add +1.2% | 5,185 | $275K |
| Argent Trust Co | 0.01% | No change | 5,086 | $270K |
| Peapack Gladstone Financial Corp. | 0.00% | Add +1.5% | 5,070 | $269K |
| Macroview Investment Management LLC | 0.29% | Add +72.5% | 5,046 | $268K |
| Oliver Lagore Vanvalin Investment Group | 0.08% | Reduce -34.9% | 4,991 | $265K |
| Well Done, LLC | 0.05% | Reduce -49.8% | 4,952 | $263K |
| Savvy Advisors, Inc. | 0.08% | Reduce -23.8% | 4,909 | $260K |
| Allegheny Financial Group | 0.07% | Add +6.5% | 4,881 | $259K |
| Waldron Private Wealth LLC | 0.01% | Add +0.2% | 4,857 | $258K |
| Marino, Stram & Associates LLC | 0.06% | Reduce -6.9% | 4,837 | $257K |
| Portside Wealth Group, LLC | 0.05% | Reduce -15.5% | 4,789 | $254K |
| TKG Advisors, LLC | 0.14% | Add +4.1% | 4,734 | $251K |
| Financial Gravity Asset Management, Inc. | 0.06% | Reduce -45.5% | 4,696 | $249K |
| SOA Wealth Advisors, LLC. | 0.05% | Add +0.4% | 4,665 | $247K |
| Hirtle & Co., LLC | 0.01% | No change | 4,662 | $247K |
| MKT Advisors LLC | 0.12% | No change | 4,547 | $245K |
| Lantern Wealth Advisors, LLC | 0.18% | Reduce -2.4% | 4,609 | $244K |
| Team Hewins, LLC | 0.10% | No change | 4,595 | $244K |
| Legacy Wealth Asset Management, LLC | 0.07% | No change | 4,593 | $244K |
| JT Stratford LLC | 0.05% | Reduce -36.0% | 4,580 | $243K |
| Rehmann Capital Advisory Group | 0.02% | Reduce -19.2% | 4,524 | $240K |
| Sachem Hill LLC | 0.05% | Add +20.9% | 4,523 | $240K |
| Fulcrum Equity Management | 0.21% | New | 4,508 | $239K |
| Continuum Advisory, LLC | 0.03% | Reduce -12.3% | 4,471 | $237K |
| Allegiance Financial Group Advisory Services LLC | 0.09% | No change | 4,439 | $235K |
| B.O.S.S. Retirement Advisors, LLC | 0.06% | New | 4,385 | $233K |
| Stokes Family Office, LLC | 0.03% | Reduce -0.5% | 4,384 | $233K |
| Baker Tilly Wealth Management, LLC | 0.10% | Reduce -53.6% | 4,379 | $232K |
| Frontier Asset Management, LLC | 0.08% | Add +0.3% | 4,377 | $232K |
| Elevation Wealth Partners, LLC | 0.11% | Add +2.9% | 4,363 | $231K |
| Simmons Bank | 0.02% | Add +2.0% | 4,354 | $231K |
| Perennial Investment Advisors, LLC | 0.03% | Reduce -33.3% | 4,345 | $230K |
| Beverly Hills Private Wealth, LLC | 0.05% | Reduce -43.4% | 4,303 | $228K |
| Unionview, LLC | 0.19% | Add +1.3% | 4,279 | $227K |
| Semus Wealth Partners LLC | 0.17% | Reduce -31.1% | 4,264 | $226K |
| Citizens Financial Group Inc. | 0.01% | New | 4,245 | $225K |
| Eagle Strategies LLC | 0.04% | Reduce -91.7% | 4,238 | $225K |
| Cambridge Financial Group, LLC | 0.10% | No change | 4,164 | $221K |
| Criterion Capital Advisors, LLC | 0.14% | Reduce -12.0% | 4,135 | $219K |
| Strategy Asset Managers LLC | 0.05% | Add +10.4% | 4,467 | $219K |
| Arlington Trust Co LLC | 0.05% | Add +1000.0% | 4,114 | $218K |
| Good Life Advisors, LLC | 0.02% | Add +0.5% | 4,046 | $215K |
| Magnus Financial Group LLC | 0.02% | Reduce -22.7% | 4,032 | $214K |
| Western Wealth Management, LLC | 0.02% | Reduce -18.5% | 4,007 | $213K |
| Oak Family Advisors, LLC | 0.08% | No change | 3,966 | $210K |
| Pointe Capital Management LLC | 0.13% | Reduce -14.3% | 3,963 | $210K |
| Versant Capital Management, Inc | 0.05% | No change | 3,905 | $207K |
| Fifth Third Wealth Advisors LLC | 0.02% | New | 3,900 | $207K |
| Ciovacco Capital Management LLC | 0.13% | Reduce -6.9% | 3,836 | $203K |
| FineMark National Bank & Trust | 0.01% | New | 3,811 | $202K |
| NewEdge Wealth, LLC | 0.00% | Reduce -14.1% | 3,797 | $201K |
| Private Ocean, LLC | 0.02% | No change | 3,786 | $201K |
| Lutz Financial Services LLC | 0.02% | No change | 3,785 | $201K |
| BNP Paribas Financial Markets | 0.00% | New | 3,750 | $199K |
| Hazlett, Burt & Watson, Inc. | 0.10% | Reduce -1.2% | 3,653 | $196K |
| New Republic Capital, LLC | 0.10% | Reduce -31.4% | 3,633 | $193K |
| Moisand Fitzgerald Tamayo, LLC | 0.03% | Add +0.4% | 3,597 | $191K |
| Coppell Advisory Solutions LLC | 0.03% | — | 3,519 | $187K |
| Bartlett & Co. Wealth Management LLC | 0.00% | Add +15.9% | 3,388 | $180K |
| Bristlecone Advisors, LLC | 0.01% | New | 3,241 | $172K |
| Rosenberg Matthew Hamilton | 0.05% | Reduce -19.5% | 3,173 | $169K |
| Parallel Advisors, LLC | 0.00% | Add +1.2% | 3,017 | $160K |
| Pineridge Advisors LLC | 0.05% | Add +10.8% | 3,002 | $159K |
| FinTrust Capital Advisors, LLC | 0.03% | Reduce -40.8% | 2,896 | $154K |
| Gilliland Jeter Wealth Management LLC | 0.05% | Reduce -4.5% | 2,865 | $152K |
| Providence Capital Advisors, LLC | 0.03% | No change | 2,774 | $147K |
| Founders Financial Alliance, LLC | 0.04% | Add +0.8% | 2,755 | $146K |
| Headlands Technologies LLC | 0.02% | New | 2,751 | $146K |
| Quadrant Capital Group LLC | 0.01% | No change | 2,725 | $145K |
| Horizon Bancorp Inc. | 0.07% | No change | 2,674 | $142K |
| Cornerstone Planning Group LLC | 0.04% | Reduce -47.0% | 2,692 | $139K |
| Farmers & Merchants Investments Inc. | 0.00% | Add +11.3% | 2,473 | $131K |
| Balentine LLC | 0.01% | No change | 2,462 | $131K |
| Global Financial Private Client, LLC | 0.05% | Reduce -32.1% | 2,443 | $130K |
| Cassady Schiller Wealth Management, LLC | 0.05% | Reduce -35.3% | 2,392 | $127K |
| Rothschild Investment LLC | 0.01% | Reduce -5.4% | 2,367 | $126K |
| Zions Bancorporation, N.A. | 0.01% | New | 2,362 | $125K |
| S.A. Mason LLC | 0.07% | New | 2,291 | $122K |
| Logan Capital Management Inc. | 0.00% | No change | 2,086 | $111K |
| Tortoise Investment Management, LLC | 0.01% | No change | 1,985 | $105K |
| Carolinas Wealth Consulting LLC | 0.02% | No change | 1,909 | $101K |
| WASHINGTON TRUST Co | 0.00% | Reduce -1.3% | 1,885 | $100K |
| Armstrong Advisory Group, Inc. | 0.01% | No change | 1,838 | $97K |
| Tower Research Capital LLC (TRC) | 0.00% | New | 1,748 | $93K |
| Cape Investment Advisory, Inc. | 0.04% | Reduce -27.2% | 1,535 | $81K |
| Oakworth Capital, Inc. | 0.01% | Reduce -13.3% | 1,513 | $80K |
| Tucker Asset Management LLC | 0.02% | Reduce -1.4% | 1,503 | $80K |
| Unique Wealth Strategies, LLC | 0.04% | New | 1,452 | $79K |
| Anchor Investment Management, LLC | 0.01% | No change | 1,478 | $78K |
| GAMMA Investing LLC | 0.01% | Add +1343.1% | 1,472 | $78K |
| Salem Investment Counselors Inc. | 0.00% | Add +812.1% | 1,432 | $76K |
| LRI Investments, LLC | 0.01% | Add +65.4% | 1,429 | $76K |
| Tsfg, LLC | 0.02% | No change | 1,350 | $72K |
| Highline Wealth Partners LLC | 0.03% | Add +1.1% | 1,327 | $70K |
| Gradient Investments LLC | 0.00% | Add +40.6% | 1,315 | $70K |
| Matrix Private Capital Group LLC | 0.04% | No change | 1,268 | $67K |
| Sugarloaf Wealth Management, LLC | 0.01% | Add +112.7% | 1,223 | $65K |
| Montag A & Associates Inc. | 0.00% | No change | 1,164 | $62K |
| GPS Wealth Strategies Group, LLC | 0.01% | Add +46.7% | 1,090 | $58K |
| Harbor Investment Advisory, LLC | 0.01% | Add +0.6% | 1,059 | $56K |
| Princeton Global Asset Management LLC | 0.01% | Add +1060.5% | 998 | $53K |
| Indiana Trust & Investment Management Co | 0.02% | No change | 982 | $52K |
| Koesten, Hirschmann & Crabtree, INC. | 0.03% | No change | 954 | $52K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | New | 916 | $50K |
| Park Place Capital Corp | 0.02% | Reduce -31.5% | 944 | $50K |
| JFS Wealth Advisors, LLC | 0.00% | Add +10.8% | 943 | $50K |
| Atlantic Private Wealth, LLC | 0.04% | No change | 923 | $49K |
| Russell Investments Group, Ltd. | 0.00% | Add +5668.8% | 923 | $49K |
| Barclays PLC | 0.00% | Reduce -95.3% | 890 | $47K |
| McIlrath & Eck, LLC | 0.01% | Reduce -49.0% | 853 | $45K |
| Ballast Advisors LLC | 0.01% | No change | 838 | $44K |
| Element Wealth, LLC | 0.02% | Reduce -0.5% | 829 | $44K |
| Financial Network Wealth Advisors LLC | 0.03% | New | 771 | $41K |
| Powell Investment Advisors, LLC | 0.02% | Add +3.0% | 760 | $40K |
| Signaturefd, LLC | 0.00% | Add +36.1% | 757 | $40K |
| Glen Eagle Advisors, LLC | 0.01% | No change | 750 | $40K |
| Tompkins Financial Corp. | 0.00% | Add +127.0% | 740 | $39K |
| Householder Group Estate & Retirement Specialist, LLC | 0.01% | Add +291.1% | 751 | $39K |
| Sandy Spring Bank | 0.00% | Reduce -65.8% | 719 | $38K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.01% | New | 687 | $37K |
| Rogco, LP | 0.01% | Reduce -33.4% | 647 | $34K |
| Phillips Financial Management, LLC | 0.00% | Add +53.1% | 620 | $33K |
| Redwood Wealth Management Group, LLC | 0.02% | New | 601 | $32K |
| Arax Advisory Partners | 0.00% | Add +90.6% | 587 | $31K |
| Beacon Capital Management, LLC | 0.01% | Add +12.6% | 527 | $28K |
| Legacy Bridge, LLC | 0.02% | No change | 525 | $28K |
| Bangor Savings Bank | 0.00% | Add +3125.0% | 516 | $27K |
| Clear Point Advisors Inc. | 0.02% | Add +3.0% | 513 | $27K |
| Wetzel Investment Advisors, Inc. | 0.01% | No change | 467 | $25K |
| Richardson Capital Management LLC | 0.02% | Reduce -20.5% | 477 | $25K |
| Addison Advisors LLC | 0.01% | No change | 472 | $25K |
| Chris Bulman Inc | 0.02% | — | 430 | $23K |
| Concord Wealth Partners | 0.00% | Reduce -34.1% | 376 | $20K |
| Ruedi Wealth Management, Inc. | 0.01% | No change | 371 | $20K |
| CVA Family Office, LLC | 0.00% | Add +3.1% | 370 | $20K |
| Brown, Lisle/Cummings, Inc. | 0.01% | No change | 363 | $19K |
| Triad Wealth Partners, LLC | 0.01% | New | 352 | $19K |
| Wolff Wiese Magana LLC | 0.01% | No change | 347 | $18K |
| Financial Freedom, LLC | 0.01% | No change | 330 | $18K |
| Blue Bell Private Wealth Management, LLC | 0.00% | Add +102.5% | 330 | $18K |
| WFA of San Diego, LLC | 0.02% | — | 326 | $17K |
| Abound Wealth Management | 0.01% | No change | 324 | $17K |
| Bogart Wealth, LLC | 0.00% | Reduce -0.6% | 309 | $16K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 302 | $16K |
| Disciplina Capital Management LLC | 0.00% | Add +57.8% | 142 | $16K |
| Optimum Investment Advisors | 0.01% | No change | 301 | $16K |
| Trust Co. of Vermont | 0.00% | No change | 300 | $16K |
| CGC Financial Services, LLC | 0.01% | No change | 280 | $15K |
| Opal Wealth Advisors, LLC | 0.00% | New | 271 | $14K |
| Clearstead Trust, LLC | 0.00% | No change | 254 | $13K |
| Barrett & Company, Inc. | 0.01% | No change | 240 | $13K |
| Avion Wealth | 0.00% | Reduce -61.0% | 231 | $12K |
| Archer Investment Corp | 0.00% | No change | 201 | $11K |
| Institutional & Family Asset Management, LLC | 0.00% | Add +2.6% | 199 | $11K |
| Mfa Wealth Advisors, LLC | 0.00% | New | 198 | $11K |
| Realta Investment Advisors | 0.00% | Add +2.1% | 192 | $10K |
| Smithfield Trust Co | 0.00% | New | 183 | $10K |
| Carmichael Hill & Associates, Inc. | 0.00% | New | 180 | $10K |
| Paladin Advisory Group, LLC | 0.01% | New | 178 | $9K |
| First Command Advisory Services, Inc. | 0.00% | New | 168 | $9K |
| Pin Oak Investment Advisors Inc. | 0.01% | No change | 150 | $8K |
| Dunhill Financial, LLC | 0.00% | New | 129 | $7K |
| Fairman Group, LLC | 0.01% | Add +0.8% | 127 | $7K |
| Oxford Financial Group, LTD. LLC | 0.00% | New | 125 | $7K |
| Strategic Financial Concepts, LLC | 0.00% | New | 20,997 | $6K |
| Castleview Partners, LLC | 0.00% | No change | 115 | $6K |
| Crewe Advisors LLC | 0.00% | Add +25.6% | 113 | $6K |
| Capital Investment Advisory Services, LLC | 0.00% | Add +100.0% | 112 | $6K |
| Coston, McIsaac & Partners | 0.00% | No change | 104 | $5K |
| Caitlin John, LLC | 0.00% | No change | 87 | $5K |
| Sittner & Nelson, LLC | 0.00% | No change | 84 | $4K |
| City Holding Co. | 0.00% | No change | 84 | $4K |
| PSI Advisors, LLC | 0.00% | No change | 83 | $4K |
| Laurel Wealth Advisors LLC | 0.00% | No change | 77 | $4K |
| Jackson Hole Capital Partners, LLC | 0.00% | No change | 72 | $4K |
| Signature Resources Capital Management, LLC | 0.00% | No change | 70 | $4K |
| Caldwell Sutter Capital, Inc. | 0.00% | No change | 65 | $3K |
| New Millennium Group LLC | 0.00% | New | 61 | $3K |
| Janiczek Wealth Management, LLC | 0.00% | New | 59 | $3K |
| McClarren Financial Advisors, Inc. | 0.03% | Reduce -7.0% | 53 | $3K |
| St Germain D J Co. Inc. | 0.00% | New | 56 | $3K |
| Redmont Wealth Advisors LLC | 0.00% | New | 55 | $3K |
| Mascoma Wealth Management LLC | 0.00% | Reduce -87.4% | 52 | $3K |
| Hoese & Co LLP | 0.00% | No change | 48 | $3K |
| 1620 Investment Advisors, Inc. | 0.00% | New | 50 | $3K |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 47 | $2K |
| AllSquare Wealth Management LLC | 0.00% | No change | 45 | $2K |
| Bray Capital Advisors | 0.00% | No change | 45 | $2K |
| Burkett Financial Services, LLC | 0.00% | Add +2.5% | 41 | $2K |
| JNBA Financial Advisors | 0.00% | No change | 38 | $2K |
| Chesapeake Asset Management LLC | 0.00% | New | 33 | $2K |
| Country Trust Bank | 0.00% | New | 30 | $2K |
| Motco | 0.00% | No change | 29 | $2K |
| FPC Investment Advisory, Inc. | 0.00% | New | 27 | $1K |
| Heck Capital Advisors, LLC | 0.00% | No change | 27 | $1K |
| Global Trust Asset Management, LLC | 0.00% | No change | 25 | $1K |
| Resources Management Corp. /CT/ | 0.00% | No change | 20 | $1K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 11 | $1K |
| Tidemark, LLC | 0.00% | New | 9 | $491 |
| Front Row Advisors LLC | 0.00% | Reduce -91.4% | 8 | $424 |
| Guardian Wealth Advisors, LLC / NC | 0.00% | No change | 4 | $212 |
| Hoey Investments, Inc. | 0.00% | New | 1 | $54 |
"% of holder's portfolio" is EFV's weight in each manager's 13F, not the share of iShares MSCI Eafe Value ETF the manager owns.