iShares MSCI Eafe Value ETFEFVETF
13F holders, Q1 2025 (March 31)1,015holders
72new positions
57sold out
6famous investors
$58.96avg. 13F price*
At the end of Q1 2025, 1,015 institutions reported holding iShares MSCI Eafe Value ETF (EFV) in their 13F filings, unchanged from Q4 2024. 72 opened new positions and 57 sold out. The largest holders were Envestnet Asset Management Inc. ($2.8B), FMR LLC ($1.3B) and LPL Financial LLC ($887.5M). 6 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- iShares MSCI Eafe Value ETF
- CUSIP
- 464288877
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 72 | $641.7M |
| Exits | 57 | $59.0M |
All 13F filers, Q4 2024 → Q1 2025: 19,129,779 shares bought and 50,035,545 shares sold, net −30,905,766 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,015 holders
| Envestnet Asset Management Inc. | 0.89% | Reduce -19.4% | 46,748,889 | $2.8B |
| FMR LLC | 0.08% | Add +2.5% | 21,268,135 | $1.3B |
| LPL Financial LLC | 0.35% | Reduce -12.4% | 15,058,000 | $887.5M |
| US Bancorp \de | 1.03% | Add +2.1% | 13,073,926 | $770.6M |
| JPMorgan Chase & Co. | 0.06% | Reduce -14.2% | 12,295,835 | $724.7M |
| Jones Financial Companies LLLP | 0.52% | Reduce -22.0% | 9,822,559 | $583.8M |
| Morgan Stanley | 0.04% | Reduce -8.2% | 9,025,585 | $532.0M |
| Bank of America Corp. | 0.05% | Reduce -7.7% | 8,719,898 | $514.0M |
| Envestnet Portfolio Solutions, Inc. | 1.63% | Reduce -30.8% | 7,215,183 | $425.3M |
| BlackRock, Inc. | 0.01% | Reduce -24.6% | 5,064,112 | $298.5M |
| Alliancebernstein L.P. | 0.11% | Reduce -12.4% | 5,063,245 | $298.4M |
| Park Avenue Securities LLC | 3.64% | Reduce -18.6% | 5,028,548 | $296.4M |
| Cwm, LLC | 1.09% | Reduce -23.5% | 4,620,598 | $272.3M |
| Ameriprise Financial Inc. | 0.06% | Reduce -1.1% | 4,043,652 | $238.5M |
| PNC Financial Services Group, Inc. | 0.10% | Reduce -1.2% | 3,380,494 | $199.2M |
| MML Investors Services, LLC | 0.66% | Reduce -10.1% | 3,375,020 | $198.9M |
| Hamilton Capital, LLC | 11.95% | New | 3,351,626 | $197.5M |
| Flow Traders U.S. LLC | 8.06% | New | 3,239,920 | $191.0M |
| UBS Group AG | 0.04% | Reduce -1.9% | 2,851,368 | $168.1M |
| Cetera Investment Advisers | 0.32% | Reduce -7.8% | 2,771,992 | $163.4M |
| Baird Financial Group, Inc. | 0.29% | Add +1.3% | 2,579,401 | $152.0M |
| Janney Montgomery Scott LLC | 0.41% | Reduce -22.7% | 2,441,832 | $143.9M |
| Wells Fargo & Company | 0.03% | Reduce -13.5% | 2,273,532 | $134.0M |
| Bank of New York Mellon Corp | 0.02% | Reduce -18.2% | 1,938,215 | $114.2M |
| Modera Wealth Management, LLC | 1.52% | Reduce -4.9% | 1,907,217 | $112.4M |
| Johns Hopkins University | 4.05% | Add +98.8% | 1,822,252 | $107.4M |
| Royal Bank of Canada | 0.02% | Add +22.5% | 1,819,047 | $107.2M |
| OneDigital Investment Advisors LLC | 1.26% | Reduce -24.7% | 1,808,968 | $106.6M |
| RiverFront Investment Group, LLC | 2.25% | Reduce -30.0% | 1,717,047 | $101.2M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 2.61% | Add +3.7% | 1,713,962 | $101.0M |
| Composition Wealth, LLC | 1.97% | Add +7.3% | 1,664,133 | $98.1M |
| NewEdge Advisors, LLC | 0.58% | Reduce -23.0% | 1,652,140 | $97.4M |
| Sanctuary Advisors, LLC | 0.66% | Reduce -24.9% | 1,603,700 | $94.5M |
| Commonwealth Equity Services, LLC | 0.13% | Reduce -9.8% | 1,586,242 | $93.5M |
| Old Mission Capital LLC | 1.79% | New | 1,576,729 | $92.9M |
| Tiaa Trust, National Association | 0.28% | Add +16.8% | 1,533,206 | $90.4M |
| M&T Bank Corp | 0.31% | Reduce -43.6% | 1,454,948 | $85.8M |
| Raymond James Financial Inc. | 0.03% | Reduce -20.4% | 1,430,561 | $84.3M |
| Alesco Advisors, LLC, An ESL Co | 2.62% | Reduce -0.8% | 1,414,262 | $83.4M |
| Thrivent Financial for Lutherans | 0.18% | Reduce -1.0% | 1,467,172 | $80.5M |
| JB Capital LLC | 4.32% | Reduce -24.6% | 1,328,839 | $78.3M |
| Savant Capital, LLC | 0.63% | Add +13.6% | 1,263,237 | $74.5M |
| Pathstone Holdings, LLC | 0.32% | Add +0.3% | 1,246,100 | $73.4M |
| Auto-Owners Insurance Co | 1.89% | Reduce -78.2% | 999,000 | $71.5M |
| Foundations Investment Advisors, LLC | 1.31% | Reduce -22.9% | 1,199,297 | $70.7M |
| Dynasty Wealth Management, LLC | 1.16% | Reduce -9.9% | 1,182,327 | $69.7M |
| Northwestern Mutual Wealth Management Co. | 0.06% | Reduce -3.3% | 1,172,458 | $69.1M |
| Aspiriant, LLC | 2.32% | Reduce -4.3% | 1,135,549 | $66.9M |
| United Capital Financial Advisors, LLC | 0.57% | Reduce -23.2% | 1,125,092 | $66.3M |
| Merit Financial Group, LLC | 0.94% | Add +169.5% | 1,063,925 | $62.7M |
| AE Wealth Management LLC | 0.52% | Reduce -0.7% | 1,057,312 | $62.3M |
| Stifel Financial Corp. | 0.07% | Reduce -18.6% | 1,050,945 | $61.9M |
| Focus Partners Wealth | 0.15% | Reduce -2.8% | 1,034,812 | $61.0M |
| Sagespring Wealth Partners, LLC | 1.51% | Reduce -15.7% | 1,012,862 | $59.7M |
| Sofi Wealth, LLC | 4.09% | Add +5413.0% | 924,037 | $54.5M |
| Pacific Life Fund Advisors LLC | 6.06% | Add +113.2% | 916,361 | $54.0M |
| Financial Synergies Wealth Advisors, Inc. | 6.44% | Add +1.9% | 898,509 | $53.0M |
| Beacon Pointe Advisors, LLC | 0.58% | Reduce -3.7% | 870,477 | $51.3M |
| Larson Financial Group LLC | 2.13% | Reduce -1.2% | 762,353 | $44.9M |
| Advocacy Wealth Management, LLC | 2.84% | Reduce -11.3% | 707,027 | $41.7M |
| Osaic Holdings, Inc. | 0.09% | Reduce -27.5% | 706,060 | $41.6M |
| Truist Financial Corp. | 0.07% | Reduce -15.1% | 700,714 | $41.3M |
| Natixis Advisors, LLC | 0.08% | Reduce -49.6% | 692,629 | $40.8M |
| Cambridge Investment Research Advisors, Inc. | 0.14% | Reduce -13.6% | 690,031 | $40.7M |
| Austin Private Wealth, LLC | 3.57% | Reduce -17.9% | 673,935 | $39.7M |
| Mariner, LLC | 0.07% | Reduce -8.2% | 666,935 | $39.3M |
| Townsend & Associates, Inc | 3.92% | Add +36.5% | 643,555 | $37.6M |
| Ocean Park Asset Management, LLC | 1.30% | New | 622,179 | $36.7M |
| Atria Investments, Inc | 0.41% | Reduce -23.4% | 548,348 | $32.3M |
| Atria Wealth Solutions, Inc. | 0.39% | Reduce -21.6% | 548,074 | $32.3M |
| Integrity Alliance, Llc. | 1.21% | Add +19.9% | 517,580 | $30.5M |
| Waverly Advisors, LLC | 0.37% | Reduce -1.9% | 513,678 | $30.3M |
| First American Trust, FSB | 2.76% | Add +380.1% | 509,715 | $30.0M |
| Icon Wealth Advisors, LLC | 2.47% | Reduce -14.1% | 509,534 | $30.0M |
| EP Wealth Advisors, LLC | 0.24% | Reduce -11.1% | 505,497 | $29.8M |
| Captrust Financial Advisors | 0.07% | Add +0.6% | 497,704 | $29.3M |
| Brave Asset Management Inc. | 8.74% | Add +1.3% | 471,838 | $27.8M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -17.5% | 456,241 | $26.9M |
| Allspring Global Investments Holdings, LLC | 0.05% | Reduce -19.4% | 454,885 | $26.8M |
| HighTower Advisors, LLC | 0.04% | Reduce -8.9% | 446,458 | $26.3M |
| Octavia Wealth Advisors, LLC | 3.07% | Reduce -25.7% | 429,251 | $25.3M |
| CreativeOne Wealth, LLC | 0.75% | Reduce -23.5% | 426,207 | $25.1M |
| Valence8 US LP | 11.52% | Add +3.2% | 417,025 | $24.6M |
| Farther Finance Advisors, LLC | 0.62% | Add +5.0% | 412,826 | $24.4M |
| Mercer Global Advisors Inc. | 0.05% | Reduce -4.3% | 399,769 | $23.6M |
| Avantax Advisory Services, Inc. | 0.14% | Reduce -13.9% | 396,926 | $23.4M |
| MA Private Wealth | 4.31% | Reduce -0.9% | 388,776 | $22.9M |
| Exencial Wealth Advisors, LLC | 0.84% | Reduce -0.5% | 383,484 | $22.6M |
| Covenant Partners, LLC | 7.29% | Reduce -30.1% | 382,150 | $22.5M |
| Cary Street Partners Financial LLC | 0.71% | Add +4.5% | 398,914 | $22.4M |
| Kestra Private Wealth Services, LLC | 0.37% | Reduce -0.7% | 377,262 | $22.2M |
| Focus Partners Advisor Solutions, LLC | 0.33% | Reduce -1.2% | 369,043 | $21.8M |
| Rockefeller Capital Management L.P. | 0.05% | Add +74.5% | 366,970 | $21.6M |
| Elgethun Capital Management | 4.73% | Add +17.4% | 359,450 | $21.2M |
| SteelPeak Wealth, LLC | 0.85% | Reduce -8.3% | 337,664 | $19.9M |
| Sharkey, Howes & Javer | 2.83% | Reduce -24.3% | 335,417 | $19.8M |
| Affinity Capital Advisors, LLC | 3.91% | Add +10.2% | 348,737 | $19.7M |
| Kestra Advisory Services, LLC | 0.10% | Reduce -28.7% | 333,897 | $19.7M |
| Obsidian Cio, LLC | 3.16% | Add +2.8% | 329,671 | $19.4M |
| Stone House Investment Management, LLC | 3.91% | Reduce -4.1% | 327,393 | $19.3M |
| Wealth Enhancement Advisory Services, LLC | 0.04% | Add +4.5% | 326,903 | $19.3M |
| Bruce G. Allen Investments, LLC | 15.21% | Add +0.9% | 325,887 | $19.2M |
| Cardinal Strategic Wealth Guidance | 6.13% | Add +0.5% | 325,344 | $19.2M |
| Bokf, NA | 0.34% | Reduce -1.1% | 324,834 | $19.1M |
| West Wealth Group, LLC | 5.66% | Reduce -13.8% | 324,494 | $19.1M |
| Fifth Third Bancorp | 0.07% | Reduce -15.9% | 322,071 | $19.0M |
| Integrated Wealth Concepts LLC | 0.22% | Reduce -18.9% | 319,011 | $18.8M |
| Sequoia Financial Advisors, LLC | 0.15% | Reduce -28.4% | 318,776 | $18.8M |
| Robertson Stephens Wealth Management, LLC | 0.70% | Add +1.1% | 317,977 | $18.7M |
| IHT Wealth Management, LLC | 0.58% | Add +7.6% | 316,340 | $18.6M |
| Horst & Graben Wealth Management LLC | 3.31% | Reduce -17.3% | 313,023 | $18.4M |
| Arete Wealth Advisors, LLC | 1.38% | Add +2.7% | 306,220 | $18.0M |
| High Falls Advisors, Inc | 4.23% | Reduce -24.3% | 305,897 | $18.0M |
| Strategic Blueprint, LLC | 0.98% | Reduce -16.1% | 304,854 | $18.0M |
| Shakespeare Wealth Management, LLC | 4.79% | Reduce -5.0% | 303,219 | $17.9M |
| Checchi Capital Advisers, LLC | 1.26% | Add +1.1% | 301,229 | $17.8M |
| Greenleaf Trust | 0.15% | Reduce -3.9% | 287,877 | $17.0M |
| Lineweaver Wealth Advisors, LLC | 2.83% | Add +20.6% | 282,045 | $16.6M |
| One Capital Management, LLC | 0.55% | Add +5832.8% | 278,249 | $16.4M |
| AQR Capital Management | 0.02% | Add +1205.6% | 274,579 | $16.2M |
| CFS Investment Advisory Services, LLC | 1.43% | Reduce -18.7% | 273,563 | $16.1M |
| Plancorp, LLC | 0.63% | Reduce -9.1% | 270,696 | $16.0M |
| Wakefield Asset Management LLLP | 4.78% | Reduce -0.1% | 267,496 | $15.8M |
| FAS Wealth Partners, Inc. | 1.28% | Reduce -1.4% | 265,495 | $15.6M |
| Keebeck Wealth Management | 2.30% | Add +1.7% | 263,777 | $15.5M |
| Prudential Financial Inc. | 0.02% | Add +125.0% | 260,744 | $15.4M |
| Wealth Alliance, LLC | 1.81% | Reduce -6.3% | 253,957 | $15.0M |
| Orion Porfolio Solutions, LLC | 0.15% | Reduce -14.6% | 252,143 | $14.9M |
| Orion Portfolio Solutions, LLC | 0.15% | Reduce -14.6% | 252,143 | $14.9M |
| Accredited Investors Inc. | 0.92% | Reduce -0.8% | 252,005 | $14.9M |
| One Wealth Advisors, LLC | 2.21% | Reduce -16.3% | 250,799 | $14.8M |
| Voya Investment Management LLC | 0.02% | Add +4.3% | 250,070 | $14.7M |
| Charles Schwab Investment Management Inc. | 0.00% | New | 249,582 | $14.7M |
| HighMark Wealth Management LLC | 8.64% | Reduce -2.8% | 247,896 | $14.6M |
| Physician Wealth Advisors, Inc. | 2.51% | Reduce -21.2% | 246,959 | $14.6M |
| Private Advisor Group, LLC | 0.09% | Reduce -16.1% | 240,693 | $14.2M |
| Long Run Wealth Advisors, LLC | 3.17% | Reduce -3.4% | 237,237 | $14.0M |
| Stonebrook Private Inc. | 3.63% | Reduce -25.9% | 237,035 | $14.0M |
| Kelly Financial Services LLC | 4.82% | Reduce -7.1% | 235,192 | $13.9M |
| Corient Private Wealth LP | 0.02% | Reduce -5.5% | 234,350 | $13.8M |
| Blue Trust, Inc. | 0.18% | Reduce -25.1% | 233,917 | $13.8M |
| Spectrum Wealth Counsel, LLC | 1.63% | Reduce -26.9% | 229,934 | $13.6M |
| Financial Life Advisors | 4.97% | Add +3.4% | 226,056 | $13.3M |
| Perigon Wealth Management, LLC | 0.33% | Reduce -19.8% | 216,917 | $12.8M |
| Verdence Capital Advisors LLC | 0.96% | Add +18.3% | 213,880 | $12.6M |
| Creative Planning | 0.01% | Add +24.9% | 212,808 | $12.5M |
| PAX Financial Group, LLC | 2.21% | Reduce -11.2% | 211,437 | $12.5M |
| Mma Asset Management LLC | 5.20% | Add +5.2% | 209,479 | $12.3M |
| Bank of Montreal | 0.01% | Add +19.5% | 205,580 | $12.1M |
| Keystone Financial Services | 4.59% | Reduce -24.5% | 204,216 | $12.0M |
| Jane Street Group, LLC | 0.02% | New | 202,527 | $11.9M |
| Prosperity Consulting Group, LLC | 0.92% | Add +8.9% | 202,486 | $11.9M |
| Johnson Investment Counsel Inc. | 0.12% | Add +5.4% | 202,251 | $11.9M |
| Quent Capital, LLC | 1.25% | Add +3.6% | 201,477 | $11.9M |
| Cypress Wealth Services, LLC | 2.41% | Reduce -7.2% | 201,254 | $11.9M |
| Scarborough Advisors, LLC | 1.68% | Reduce -36.7% | 200,561 | $11.8M |
| Maia Wealth LLC | 2.66% | Reduce -15.3% | 205,166 | $11.7M |
| B. Riley Wealth Advisors, Inc. | 0.36% | Add +38.7% | 198,463 | $11.7M |
| Steward Partners Investment Advisory, LLC | 0.10% | Reduce -19.0% | 194,563 | $11.5M |
| Susquehanna International Group, LLP | 0.02% | New | 190,385 | $11.2M |
| Townsquare Capital LLC | 0.12% | Reduce -5.5% | 188,131 | $11.1M |
| Trek Financial, LLC | 0.80% | Reduce -4.8% | 187,306 | $11.0M |
| Security Financial Services, INC. | 2.15% | Reduce -34.1% | 184,054 | $10.8M |
| Summit X, LLC | 2.25% | Reduce -15.6% | 181,685 | $10.7M |
| Aptus Capital Advisors, LLC | 0.12% | Add +1.0% | 181,655 | $10.7M |
| Watershed Private Wealth LLC | 4.28% | Reduce -11.1% | 181,472 | $10.7M |
| Baker Avenue Asset Management, LP | 0.33% | New | 181,091 | $10.7M |
| Associated Banc-Corp | 0.32% | Reduce -1.2% | 180,360 | $10.6M |
| N.E.W. Advisory Services LLC | 0.81% | Add +16.3% | 179,345 | $10.6M |
| Cerity Partners LLC | 0.02% | Reduce -3.4% | 179,113 | $10.6M |
| BIP Wealth, LLC | 0.68% | Add +1.9% | 176,281 | $10.4M |
| Choreo, LLC | 0.16% | Reduce -2.6% | 175,740 | $10.4M |
| Pettinga Financial Advisors LLC | 2.43% | Reduce -48.9% | 175,614 | $10.4M |
| Sterling Capital Management LLC | 0.16% | Add +12.8% | 174,224 | $10.3M |
| Vestmark Advisory Solutions, Inc. | 0.26% | New | 173,521 | $10.2M |
| RTD Financial Advisors, Inc. | 1.36% | Add +2.1% | 172,068 | $10.1M |
| &partners | 0.11% | Reduce -8.7% | 168,600 | $10.0M |
| TSA Wealth Managment LLC | 3.97% | Reduce -14.9% | 169,548 | $10.0M |
| Meridian Wealth Partners, LLC | 1.57% | Reduce -1.6% | 166,753 | $9.8M |
| ONE Advisory Partners, LLC | 4.15% | Reduce -24.1% | 164,973 | $9.7M |
| World Investment Advisors | 0.25% | Add +331.6% | 162,956 | $9.6M |
| Forthright Family Wealth Advisory LLC | 6.32% | Add +1.0% | 162,416 | $9.6M |
| Guardian Wealth Advisors, LLC / NC | 0.75% | Add +3.9% | 158,631 | $9.3M |
| First Horizon Advisors, Inc. | 0.26% | Reduce -10.7% | 157,869 | $9.3M |
| Capital A Wealth Management, LLC | 9.73% | Add +3292.1% | 157,495 | $9.3M |
| Kilter Group LLC | 6.03% | Reduce -26.5% | 156,738 | $9.2M |
| Renaissance Technologies | 0.01% | New | 156,700 | $9.2M |
| Apeiron RIA LLC | 2.78% | Add +16.8% | 155,908 | $9.2M |
| Principal Securities, Inc. | 0.20% | Add +0.1% | 173,456 | $9.1M |
| Comerica Bank | 0.04% | Reduce -16.0% | 154,139 | $9.1M |
| BOK Financial Private Wealth, Inc. | 0.68% | Reduce -2.1% | 153,968 | $9.1M |
| Moneta Group Investment Advisors LLC | 0.12% | Reduce -2.8% | 153,015 | $9.0M |
| Pinnacle Wealth Planning Services, Inc. | 1.34% | Add +5.6% | 151,641 | $8.9M |
| Rothschild Wealth LLC | 2.47% | Reduce -27.0% | 149,682 | $8.8M |
| Brookstone Capital Management | 0.12% | Reduce -20.4% | 146,686 | $8.6M |
| Invst, LLC | 1.18% | Reduce -56.6% | 146,515 | $8.6M |
| Simplicity Wealth,LLC | 0.67% | Add +2187.3% | 145,767 | $8.6M |
| Van Hulzen Asset Management, LLC | 0.78% | Reduce -2.8% | 145,156 | $8.6M |
| Triad Wealth Partners, LLC | 2.64% | Add +2.1% | 144,057 | $8.5M |
| WealthShield Partners, LLC | 1.09% | Reduce -6.9% | 144,043 | $8.5M |
| Howard Bailey Securities, LLC | 2.83% | Add +19.6% | 143,896 | $8.5M |
| Regal Investment Advisors LLC | 0.68% | Reduce -19.9% | 142,646 | $8.4M |
| Apella Capital, LLC | 0.28% | Reduce -14.0% | 148,318 | $8.3M |
| Symmetry Partners, LLC | 1.15% | Reduce -34.7% | 140,327 | $8.3M |
| Advisory Services Network, LLC | 0.16% | Reduce -1.3% | 137,049 | $8.1M |
| Bay Harbor Wealth Management, LLC | 2.54% | Reduce -13.3% | 136,269 | $8.0M |
| Marks Group Wealth Management, Inc | 0.77% | Reduce -15.4% | 135,900 | $8.0M |
| Northwest Capital Management Inc | 3.28% | Reduce -35.3% | 135,493 | $8.0M |
| McLean Asset Management Corp | 2.56% | Reduce -4.4% | 147,657 | $7.7M |
| Wealthcare Advisory Partners LLC | 0.21% | Reduce -0.5% | 131,058 | $7.7M |
| Fund Evaluation Group, LLC | 0.33% | New | 129,215 | $7.6M |
| Citigroup Inc. | 0.01% | Reduce -1.3% | 127,981 | $7.5M |
| Koss-Olinger Consulting, LLC | 0.63% | Reduce -3.4% | 127,735 | $7.5M |
| Blair William & Co. | 0.02% | Add +20.4% | 127,140 | $7.5M |
| Northern Trust Corp. | 0.00% | Reduce -7.9% | 126,962 | $7.5M |
| CSM Advisors, LLC | 0.41% | Reduce -0.9% | 126,485 | $7.5M |
| Certus Wealth Management, LLC | 5.05% | Reduce -18.1% | 120,481 | $7.4M |
| Staley Capital Advisers Inc. | 0.34% | Add +0.7% | 126,193 | $7.4M |
| Kingdom Financial Group LLC. | 5.45% | Add +3.0% | 126,167 | $7.4M |
| Allworth Financial LP | 0.04% | Add +0.1% | 123,137 | $7.4M |
| Eq LLC | 3.46% | Reduce -2.8% | 125,681 | $7.4M |
| Snowden Capital Advisors LLC | 0.24% | Reduce -26.6% | 125,658 | $7.4M |
| Sovran Advisors, LLC | 0.95% | Reduce -11.3% | 125,286 | $7.3M |
| Focus Financial Network, Inc. | 0.30% | Reduce -16.4% | 122,895 | $7.2M |
| Farmers & Merchants Trust Co of Chambersburg PA | 2.50% | Add +13.9% | 119,614 | $7.0M |
| 1ST Source Bank | 0.41% | Reduce -1.6% | 119,051 | $7.0M |
| Integrated Capital Management, Inc. | 5.53% | Reduce -1.6% | 117,820 | $6.9M |
| Unique Wealth, LLC | 1.30% | Add +107.8% | 116,519 | $6.9M |
| Ancora Advisors LLC | 0.15% | Add +27.9% | 115,898 | $6.8M |
| Kathmere Capital Management, LLC | 0.58% | Reduce -3.3% | 115,147 | $6.8M |
| Spire Wealth Management | 0.22% | Add +0.2% | 115,002 | $6.8M |
| Cobblestone Asset Management LLC | 3.94% | Reduce -21.1% | 114,502 | $6.7M |
| Client 1ST Advisory Group, LLC | 2.62% | Add +5.1% | 114,058 | $6.7M |
| Assetmark, Inc. | 0.02% | Reduce -45.8% | 113,500 | $6.7M |
| Swmg, LLC | 2.64% | Reduce -37.2% | 109,833 | $6.6M |
| LifeWealth Investments, LLC | 3.19% | Add +95.8% | 112,689 | $6.6M |
| Spectrum Planning & Advisory Services Inc. | 5.52% | Add +11.4% | 112,584 | $6.6M |
| Brady Martz Wealth Solutions, LLC | 1.49% | Reduce 0.0% | 111,404 | $6.6M |
| Callan Family Office, LLC | 0.48% | Reduce -4.0% | 109,156 | $6.4M |
| SigFig Wealth Management, LLC | 0.23% | Reduce -19.7% | 107,779 | $6.4M |
| Grayhawk Investment Strategies Inc. | 14.50% | Reduce -20.8% | 108,050 | $6.4M |
| North Star Investment Management Corp. | 0.46% | Add +1.8% | 108,034 | $6.4M |
| Mayflower Financial Advisors, LLC | 0.96% | Reduce -6.0% | 107,431 | $6.3M |
| Ascent Capital Management, LLC | 6.37% | Reduce -1.9% | 107,287 | $6.3M |
| Courier Capital LLC | 0.41% | Reduce -1.5% | 106,832 | $6.3M |
| ShoreHaven Wealth Partners, LLC | 2.98% | Reduce -25.7% | 105,481 | $6.2M |
| PrairieView Partners, LLC | 0.65% | Reduce -0.4% | 105,306 | $6.2M |
| CoreCap Advisors, LLC | 0.27% | Add +18.4% | 105,129 | $6.2M |
| Glenmede Trust Co. NA | 0.03% | Add +0.3% | 104,506 | $6.2M |
| WCG Wealth Advisors LLC | 0.46% | Reduce -26.7% | 103,260 | $6.1M |
| Atlas Capital Advisors Inc. | 0.76% | Reduce -0.4% | 102,823 | $6.1M |
| Vertex Planning Partners, LLC | 1.31% | Add +130.6% | 101,512 | $6.0M |
| Seneca Financial Advisors LLC | 2.90% | Add +1.5% | 101,428 | $6.0M |
| NorthRock Partners, LLC | 0.20% | Reduce -2.4% | 101,357 | $6.0M |
| Capital Advantage, Inc. | 1.09% | No change | 113,653 | $6.0M |
| Waller Financial Planning Group, Inc. | 1.64% | Add +2.2% | 98,975 | $5.8M |
| Causey Wealth LLC | 3.26% | Reduce -12.1% | 98,933 | $5.8M |
| Apollon Wealth Management, LLC | 0.13% | Add +42.7% | 98,706 | $5.8M |
| Hobbs Wealth Management, LLC | 6.33% | Reduce -16.1% | 96,789 | $5.7M |
| True Vision MN LLC | 3.41% | Reduce -18.4% | 96,738 | $5.7M |
| Stage Harbor Financial, LLC | 4.81% | Add +8.9% | 96,331 | $5.7M |
| Efficient Advisors, LLC | 0.37% | Reduce -24.5% | 96,080 | $5.7M |
| Capital Analysts, LLC | 0.21% | Reduce -16.6% | 95,824 | $5.6M |
| Dorsey & Whitney Trust CO LLC | 0.32% | Reduce -3.1% | 94,137 | $5.5M |
| Avantax Planning Partners, Inc. | 0.19% | Add +7.0% | 93,285 | $5.5M |
| Gen-Wealth Partners Inc | 2.29% | Reduce -6.9% | 92,966 | $5.5M |
| Liberty Wealth Management LLC | 1.02% | Reduce -18.5% | 90,701 | $5.3M |
| Shared Vision Wealth Group LLC | 2.89% | Reduce -11.8% | 89,743 | $5.3M |
| Drive Wealth Management, LLC | 1.23% | New | 89,076 | $5.3M |
| Qube Research & Technologies Ltd | 0.01% | New | 88,862 | $5.2M |
| One Wealth Capital Management, LLC | 2.81% | Reduce -6.3% | 88,823 | $5.2M |
| McNaughton Wealth Management, LLC | 2.54% | New | 88,796 | $5.2M |
| Gotham Asset Management | 0.04% | Add +4.2% | 88,729 | $5.2M |
| Clifford Group, LLC | 4.79% | Add +13.4% | 86,927 | $5.1M |
| Kickstand Ventures, Llc. | 1.31% | Add +9.5% | 86,498 | $5.1M |
| Robinswood Financial LLC | 1.87% | Reduce -2.7% | 85,824 | $5.1M |
| Corepath Wealth Partners LLC | 4.82% | Add +1.9% | 84,810 | $5.1M |
| Advus Financial Partners, LLC | 1.38% | Reduce -3.8% | 83,877 | $4.9M |
| Eaton Financial Holdings Company, LLC | 2.03% | No change | 83,030 | $4.9M |
| Wealth Architects, LLC | 0.54% | Reduce -2.0% | 82,878 | $4.9M |
| Elevate Wealth Advisory, Inc. | 3.45% | Reduce -1.2% | 82,579 | $4.9M |
| Maryland Capital Advisors Inc. | 2.12% | Reduce -1.5% | 81,606 | $4.8M |
| Rockland Trust Co. | 0.24% | Reduce -1.2% | 81,377 | $4.8M |
| Shum Financial Group, Inc. | 4.12% | Add +1.7% | 80,721 | $4.8M |
| Fiduciary Trust Co | 0.06% | Reduce -0.4% | 80,679 | $4.8M |
| Ascent Group, LLC | 0.20% | Add +185.3% | 80,570 | $4.7M |
| M1 Capital Management LLC | 2.93% | Reduce -26.3% | 79,442 | $4.7M |
| Firethorn Wealth Partners, LLC | 2.23% | Reduce -16.0% | 79,192 | $4.7M |
| United Asset Strategies, Inc. | 0.43% | Add +106.3% | 79,151 | $4.7M |
| 5T Wealth, LLC | 2.65% | Reduce -13.8% | 79,067 | $4.7M |
| 180 Wealth Advisors, LLC | 0.74% | Reduce -2.7% | 78,321 | $4.6M |
| Montecito Bank & Trust | 0.82% | Reduce -1.1% | 78,166 | $4.6M |
| Beirne Wealth Consulting Services, LLC | 1.63% | Add +0.9% | 77,688 | $4.6M |
| Pinnacle Financial Partners Inc | 0.09% | Add +41.3% | 77,507 | $4.6M |
| Legacy Financial Group LLC | 0.70% | Reduce -28.9% | 77,079 | $4.5M |
| Rwa Wealth Partners, LLC | 0.06% | New | 77,016 | $4.5M |
| Mutual Advisors, LLC | 0.13% | Reduce -2.5% | 74,344 | $4.5M |
| Northwest Wealth Management, LLC | 0.89% | Reduce -7.7% | 76,033 | $4.5M |
| Tradition Wealth Management, LLC | 0.39% | Reduce -15.5% | 75,675 | $4.5M |
| Parkside Financial Bank & Trust | 0.55% | Reduce -0.6% | 73,310 | $4.3M |
| Riverwater Partners LLC | 2.19% | Reduce -18.4% | 72,288 | $4.3M |
| Arkadios Wealth Advisors | 0.16% | Add +280.9% | 71,931 | $4.2M |
| Collective Family Office LLC | 1.14% | Reduce -5.6% | 71,364 | $4.2M |
| PFG Advisors | 0.23% | Reduce -5.9% | 71,304 | $4.2M |
| Cahill Financial Advisors Inc. | 0.57% | Reduce -2.9% | 70,939 | $4.2M |
| Zhang Financial LLC | 0.22% | Reduce -6.2% | 70,884 | $4.2M |
| Modern Wealth Management, LLC | 0.13% | Add +7.4% | 70,593 | $4.2M |
| Endeavor Private Wealth, Inc. | 2.26% | Add +6.2% | 70,587 | $4.2M |
| Johnson Financial Group, Inc. | 0.20% | Reduce -28.3% | 70,361 | $4.1M |
| Independent Financial Group, LLC | 0.14% | Reduce -5.3% | 69,708 | $4.1M |
| U.S. Capital Wealth Advisors, LLC | 0.13% | Reduce -7.3% | 69,597 | $4.1M |
| Scissortail Wealth Management, LLC | 1.04% | Reduce -27.5% | 68,736 | $4.1M |
| BlackDiamond Wealth Management, LLC | 2.73% | Add +23.2% | 65,475 | $4.0M |
| Geneos Wealth Management Inc. | 0.14% | Reduce -0.2% | 68,441 | $4.0M |
| Lansing Street Advisors | 1.34% | Add +4.5% | 68,167 | $4.0M |
| Harbor Group, Inc. | 0.80% | Add +17.3% | 67,646 | $4.0M |
| World Equity Group, Inc. | 1.14% | Add +7.3% | 67,548 | $4.0M |
| Lantz Financial LLC | 1.09% | Reduce -12.3% | 67,362 | $4.0M |
| Noble Family Wealth, LLC | 1.09% | Add +5.1% | 67,200 | $4.0M |
| Quadrant Private Wealth Management, LLC | 0.99% | Reduce -0.7% | 67,161 | $4.0M |
| Interactive Financial Advisors, Inc. | 2.08% | Reduce -1.1% | 66,776 | $3.9M |
| Lifelong Wealth Advisors, Inc. | 1.84% | Reduce -14.9% | 66,689 | $3.9M |
| Napatree Capital LLC | 2.19% | Reduce -37.2% | 66,007 | $3.9M |
| Pitcairn Co. | 0.23% | No change | 65,887 | $3.9M |
| Twin Peaks Wealth Advisors, LLC | 1.76% | Reduce -13.7% | 66,917 | $3.9M |
| Cranbrook Wealth Management, LLC | 0.89% | Add +1.4% | 65,196 | $3.8M |
| Yukon Wealth Management, Inc. | 1.60% | — | 65,186 | $3.8M |
| Csenge Advisory Group | 0.22% | Reduce -5.8% | 65,333 | $3.8M |
| Ashton Thomas Private Wealth, LLC | 0.14% | Reduce -16.0% | 63,961 | $3.8M |
| FFG Retirement Advisors LLC | 2.56% | Reduce -10.9% | 63,847 | $3.8M |
| Clark Capital Management Group, Inc. | 0.03% | New | 63,490 | $3.7M |
| Dohj, LLC | 0.85% | Add +14.4% | 62,924 | $3.7M |
| B.O.S.S. Retirement Advisors, LLC | 1.07% | Add +2.6% | 62,409 | $3.7M |
| Foundation Wealth Management, LLC | 2.87% | Reduce -2.9% | 62,121 | $3.7M |
| Beacon Bridge Wealth Partners, LLC | 1.56% | Reduce -9.9% | 61,996 | $3.7M |
| Disciplined Investments, LLC | 1.67% | Reduce -0.4% | 61,535 | $3.6M |
| Market Street Wealth Management Advisors LLC | 0.61% | Reduce -3.4% | 61,010 | $3.6M |
| Financial Engines Advisors L.L.C. | 0.01% | Reduce -2.6% | 60,905 | $3.6M |
| Mill Creek Capital Advisors, LLC | 0.09% | Reduce -7.7% | 60,845 | $3.6M |
| Telos Capital Management, Inc. | 0.39% | Add +4.7% | 60,358 | $3.6M |
| Elevation Point Wealth Partners, LLC | 0.30% | Reduce -48.4% | 59,316 | $3.5M |
| Braun-Bostich & Associates Inc. | 2.58% | Reduce -12.4% | 59,251 | $3.5M |
| Claro Advisors Inc. | 0.47% | Reduce -12.7% | 58,956 | $3.5M |
| Vance Wealth, LLC | 1.29% | Reduce -7.5% | 58,029 | $3.4M |
| Equitable Holdings, Inc. | 0.03% | Add +0.7% | 57,398 | $3.4M |
| SOL Capital Management CO | 0.37% | Reduce -4.7% | 57,322 | $3.4M |
| My Legacy Advisors, LLC | 1.29% | Reduce -17.4% | 56,632 | $3.3M |
| Wealthspire Advisors, LLC | 0.02% | Add +107.8% | 56,436 | $3.3M |
| Ade, LLC | 1.90% | Reduce -0.8% | 55,850 | $3.3M |
| RFG Advisory, LLC | 0.09% | Reduce -59.4% | 55,791 | $3.3M |
| Verus Capital Partners, LLC | 0.33% | Reduce -19.2% | 55,370 | $3.3M |
| Intrua Financial, LLC | 0.51% | Reduce -11.5% | 55,236 | $3.3M |
| Narus Financial Partners, LLC | 1.07% | Add +3.5% | 53,420 | $3.1M |
| Clayton Financial Group LLC | 1.15% | Add +2.0% | 53,377 | $3.1M |
| Cibc World Market Inc. | 0.01% | Add +2.2% | 52,968 | $3.1M |
| AMG National Trust Bank | 0.08% | Reduce -1.4% | 51,009 | $3.0M |
| SkyView Investment Advisors, LLC | 0.45% | Add +5.1% | 50,998 | $3.0M |
| IFG Advisory, LLC | 0.17% | Reduce -16.7% | 50,798 | $3.0M |
| Centurion Wealth Management LLC | 0.93% | No change | 56,945 | $3.0M |
| Millennium Management | 0.00% | New | 50,493 | $3.0M |
| Theory Financial LLC | 1.25% | Reduce -20.5% | 50,375 | $3.0M |
| Key Financial Inc | 0.64% | No change | 49,705 | $2.9M |
| Copperleaf Capital, LLC | 1.75% | Reduce -22.7% | 49,592 | $2.9M |
| Droms Strauss Advisors Inc. /Mo/ | 1.00% | Reduce -4.4% | 49,320 | $2.9M |
| Hoxton Planning & Management, LLC | 1.11% | Reduce -14.0% | 49,263 | $2.9M |
| Davis Wealth Advisors, LLC | 3.28% | Reduce -16.1% | 49,201 | $2.9M |
| W Advisors, LLC | 1.81% | Reduce -13.8% | 49,123 | $2.9M |
| Moneco Advisors, LLC | 0.30% | Reduce -42.3% | 48,987 | $2.9M |
| Prospera Financial Services Inc | 0.07% | Reduce -15.6% | 48,883 | $2.9M |
| Salus Financial Advisors, LLC | 2.16% | Reduce -9.7% | 48,368 | $2.9M |
| BridgePort Financial Solutions, LLC | 1.29% | Add +0.1% | 48,363 | $2.9M |
| Avidian Wealth Enterprises, LLC | 0.13% | Reduce -21.3% | 48,133 | $2.8M |
| EverSource Wealth Advisors, LLC | 0.16% | Add +6.2% | 47,943 | $2.8M |
| Stratos Wealth Partners, LTD. | 0.04% | Add +6.3% | 47,929 | $2.8M |
| Brown Advisory Inc. | 0.00% | Reduce -24.2% | 47,763 | $2.8M |
| Redwood Investment Management, LLC | 0.31% | Add +5.9% | 47,744 | $2.8M |
| Whittier Trust Co. | 0.04% | Add +0.2% | 47,727 | $2.8M |
| Summit Financial Strategies, Inc. | 0.28% | Add +2.3% | 47,686 | $2.8M |
| Dynamic Wealth Strategies, LLC | 2.32% | Reduce -11.5% | 47,256 | $2.8M |
| RCS Financial Planning, LLC | 1.47% | Reduce -10.2% | 47,239 | $2.8M |
| Diversify Advisory Services, LLC | 0.17% | Reduce -27.0% | 45,272 | $2.8M |
| Barnes Wealth Management Group, Inc | 1.78% | Reduce -24.5% | 47,013 | $2.8M |
| Advisory Alpha, LLC | 0.09% | Add +2.9% | 46,751 | $2.8M |
| Quantum Portfolio Management LLC | 1.39% | Add +9.2% | 46,636 | $2.7M |
| Gateway Wealth Partners, LLC | 0.61% | Reduce -21.4% | 46,200 | $2.7M |
| Ridgeline Wealth, LLC | 2.28% | Reduce -3.8% | 45,560 | $2.7M |
| Synergy Investment Management, LLC | 1.12% | Reduce -33.2% | 45,528 | $2.7M |
| Retirement Wealth Solutions LLC | 2.16% | Add +3.0% | 45,406 | $2.7M |
| Ifrah Financial Services, Inc. | 0.77% | Reduce -1.9% | 45,223 | $2.7M |
| Sax Wealth Advisors, LLC | 0.19% | Reduce -8.3% | 44,953 | $2.6M |
| IFP Advisors, Inc | 0.08% | Reduce -4.8% | 44,893 | $2.6M |
| OMNI 360 Wealth, Inc. | 1.74% | Add +2.4% | 44,173 | $2.6M |
| Signal Advisors Wealth, LLC | 0.25% | Reduce -6.0% | 44,103 | $2.6M |
| NewEdge Wealth, LLC | 0.05% | Reduce -0.4% | 44,067 | $2.6M |
| Principal Financial Group Inc. | 0.00% | Reduce -13.6% | 43,844 | $2.6M |
| L2 Asset Management, LLC | 0.52% | New | 42,534 | $2.5M |
| Stock Yards Bank & Trust Co. | 0.09% | Add +0.3% | 42,081 | $2.5M |
| Shufro Rose & Co. LLC | 0.20% | Reduce -11.3% | 41,562 | $2.4M |
| Regimen Wealth, LLC | 0.77% | Reduce -2.3% | 40,660 | $2.4M |
| HSBC Holdings PLC | 0.00% | Add +29.8% | 40,327 | $2.4M |
| Sage Financial Group Inc. | 0.19% | Reduce -18.2% | 40,298 | $2.4M |
| BCU Wealth Advisors, LLC | 1.23% | Add +9.0% | 40,140 | $2.4M |
| First Foundation Advisors | 0.09% | Add +1.2% | 39,443 | $2.3M |
| Warner Financial, Inc. | 1.02% | Add +0.8% | 39,288 | $2.3M |
| Ehrlich Financial Group | 1.68% | Reduce -51.4% | 39,012 | $2.3M |
| Revolve Wealth Partners, LLC | 0.33% | Add +0.1% | 38,783 | $2.3M |
| Lanark Financial, Inc. | 0.19% | — | 38,767 | $2.3M |
| SWP Financial LLC | 1.39% | Reduce -35.5% | 38,689 | $2.3M |
| NorthCoast Asset Management LLC | 0.01% | Reduce -10.0% | 38,322 | $2.3M |
| Cyndeo Wealth Partners, LLC | 0.15% | Reduce -9.8% | 37,812 | $2.2M |
| Bush Investment Group, LLC | 1.68% | Reduce -21.0% | 37,737 | $2.2M |
| Dentgroup LLC | 1.64% | Add +8.8% | 37,066 | $2.2M |
| Commerce Bank | 0.01% | Reduce -15.4% | 36,995 | $2.2M |
| Kingsview Wealth Management, LLC | 0.04% | Add +1.5% | 36,794 | $2.2M |
| American Financial & Tax Strategies Inc. | 1.16% | Reduce -11.4% | 36,541 | $2.2M |
| CogentBlue Wealth Advisors, LLC | 1.86% | No change | 36,031 | $2.1M |
| VPR Management LLC | 1.02% | No change | 35,700 | $2.1M |
| Keb Asset Management, LLC | 0.60% | Reduce -0.0% | 35,559 | $2.1M |
| Patriot Financial Group Insurance Agency, LLC | 0.28% | Reduce -6.6% | 35,379 | $2.1M |
| Sowell Financial Services LLC | 0.09% | Reduce -9.9% | 35,366 | $2.1M |
| TD Private Client Wealth LLC | 0.06% | Add +3.2% | 35,254 | $2.1M |
| Flagship Harbor Advisors, LLC | 0.11% | Reduce -17.1% | 35,200 | $2.1M |
| Ironwood Investment Counsel, LLC | 0.36% | Reduce -5.3% | 34,988 | $2.1M |
| TD Waterhouse Canada Inc. | 0.02% | Add +7.1% | 34,913 | $2.1M |
| Navellier & Associates Inc. | 0.28% | No change | 33,333 | $2.1M |
| Commonwealth Retirement Investments LLC | 0.82% | Reduce -18.2% | 34,242 | $2.0M |
| Fullcircle Wealth LLC | 0.82% | Reduce -23.7% | 32,745 | $2.0M |
| Brookwood Investment Group LLC | 0.34% | — | 33,548 | $2.0M |
| Blalock Williams, LLC | 2.21% | Reduce -17.6% | 33,410 | $2.0M |
| Addison Capital Co | 0.76% | Add +25.8% | 32,931 | $1.9M |
| LifePlan Investment Advisors, Inc. | 1.10% | Reduce -9.7% | 32,568 | $1.9M |
| Able Wealth Management LLC | 1.13% | Add +103.7% | 32,464 | $1.9M |
| Wingate Wealth Advisors, Inc. | 2.20% | Reduce -9.2% | 32,396 | $1.9M |
| Mason Investment Advisory Services, Inc. | 0.11% | No change | 31,967 | $1.9M |
| Stegner Investment Associates Inc. | 1.30% | Reduce -1.8% | 31,467 | $1.9M |
| Journey Strategic Wealth LLC | 0.06% | Reduce -0.9% | 31,462 | $1.9M |
| Nwam LLC | 0.16% | Reduce -12.2% | 31,347 | $1.8M |
| CENTRAL TRUST Co | 0.05% | Reduce -2.2% | 31,278 | $1.8M |
| Compound Planning, Inc. | 0.08% | Reduce -2.1% | 31,258 | $1.8M |
| Sutton Place Investors LLC | 1.24% | Reduce -18.2% | 31,212 | $1.8M |
| Keeler Thomas Management LLC | 0.90% | Reduce -85.2% | 31,024 | $1.8M |
| Seldon Capital LP | 1.15% | No change | 31,000 | $1.8M |
| Bison Wealth, LLC | 0.17% | Reduce -20.3% | 30,902 | $1.8M |
| Clear Creek Financial Management, LLC | 0.19% | Reduce -13.7% | 30,707 | $1.8M |
| WealthPLAN Partners, LLC | 0.25% | Reduce -21.0% | 30,620 | $1.8M |
| Maripau Wealth Management LLC | 1.03% | Reduce -14.1% | 30,589 | $1.8M |
| Sigma Planning Corp | 0.06% | Reduce -9.1% | 30,522 | $1.8M |
| GeoWealth Management, LLC | 0.07% | Reduce -17.4% | 30,438 | $1.8M |
| Financial Advocates Investment Management | 0.13% | Reduce -14.5% | 30,420 | $1.8M |
| Interchange Capital Partners, LLC | 0.50% | Reduce -24.5% | 30,367 | $1.8M |
| Signet Financial Management, LLC | 0.24% | New | 30,083 | $1.8M |
| GWN Securities Inc. | 0.10% | New | 29,828 | $1.8M |
| Weil Company, Inc. | 0.52% | Reduce -2.1% | 29,811 | $1.8M |
| Neumann Capital Management, LLC | 0.61% | No change | 29,785 | $1.8M |
| Cooper Financial Group | 0.23% | Add +11.2% | 29,332 | $1.7M |
| Concurrent Investment Advisors, LLC | 0.04% | Reduce -10.8% | 29,304 | $1.7M |
| Patten Group, Inc. | 0.40% | Add +32.0% | 29,295 | $1.7M |
| Breakwater Capital Group | 0.31% | Add +22.4% | 29,179 | $1.7M |
| Venturi Wealth Management, LLC | 0.09% | Reduce -29.9% | 28,864 | $1.7M |
| Merkkuri Wealth Advisors LLC | 1.45% | Reduce -16.8% | 28,778 | $1.7M |
| Emergent Wealth Advisors, LLC | 1.20% | Add +116.0% | 28,071 | $1.7M |
| Keybank National Association | 0.01% | Reduce -6.8% | 28,021 | $1.7M |
| Wedbush Securities Inc. | 0.06% | Add +8.0% | 27,985 | $1.6M |
| Sagace Wealth Management LLC | 1.25% | Reduce -3.3% | 27,967 | $1.6M |
| Transce3nd, LLC | 0.73% | Add +8.1% | 27,856 | $1.6M |
| RPg Family Wealth Advisory, LLC | 0.47% | New | 27,830 | $1.6M |
| Windward Private Wealth Management Inc. | 0.63% | No change | 27,445 | $1.6M |
| Kingswood Wealth Advisors, LLC | 0.15% | Reduce -1.8% | 27,418 | $1.6M |
| Maryland State Retirement & Pension System | 0.04% | Add +24.9% | 27,101 | $1.6M |
| Beam Wealth Advisors, Inc. | 0.53% | Add +2.1% | 26,797 | $1.6M |
| American State Bank (Iowa) | 0.95% | Add +1.3% | 26,777 | $1.6M |
| Creative Financial Designs Inc. | 0.13% | Reduce -11.9% | 26,597 | $1.6M |
| Concorde Asset Management, LLC | 0.84% | Reduce -12.2% | 27,791 | $1.6M |
| Harbour Investments, Inc. | 0.04% | Reduce -59.9% | 26,427 | $1.6M |
| Benjamin Edwards Inc. | 0.02% | Reduce -24.3% | 26,312 | $1.6M |
| Sovereign Financial Group, Inc. | 0.36% | Reduce -24.8% | 26,307 | $1.6M |
| UNIVEST FINANCIAL Corp | 0.10% | Add +0.1% | 26,297 | $1.5M |
| Wealthgarden F.S. LLC | 1.47% | Reduce -35.6% | 25,972 | $1.5M |
| Aprio Wealth Management, LLC | 0.19% | Add +62.1% | 25,934 | $1.5M |
| FWG Investments, LLC. | 1.76% | Add +4.7% | 25,515 | $1.5M |
| Foundation Wealth Management, LLC\PA | 0.71% | Reduce -0.5% | 25,294 | $1.5M |
| Tempus Wealth Planning, LLC | 0.44% | Reduce -0.4% | 25,162 | $1.5M |
| Transcend Capital Advisors, LLC | 0.11% | Reduce -2.1% | 25,139 | $1.5M |
| Clearview Wealth Advisors LLC | 1.10% | Reduce -22.8% | 25,016 | $1.5M |
| Franklin Resources Inc. | 0.00% | Add +2124.4% | 24,913 | $1.5M |
| Great Valley Advisor Group, Inc. | 0.03% | Add +6.5% | 24,650 | $1.5M |
| Horan Securities, Inc. | 0.55% | Add +93.0% | 24,598 | $1.4M |
| Fortress Wealth Management, Inc. | 0.75% | Reduce -2.3% | 24,489 | $1.4M |
| Keel Point, LLC | 0.11% | No change | 24,239 | $1.4M |
| Columbus Macro, LLC | 0.18% | New | 23,685 | $1.4M |
| Nicholas Hoffman & Company, LLC. | 0.05% | Reduce -6.9% | 23,628 | $1.4M |
| Oppenheimer & Co. Inc. | 0.02% | Reduce -0.5% | 23,613 | $1.4M |
| Arcadia Wealth Management, LLC | 0.67% | Add +11.3% | 23,190 | $1.4M |
| Falcon Wealth Planning | 0.15% | Reduce -1.7% | 23,187 | $1.4M |
| Cresset Asset Management, LLC | 0.01% | Reduce -1.6% | 22,807 | $1.3M |
| Aveo Capital Partners, LLC | 0.22% | Reduce -44.0% | 21,804 | $1.3M |
| Independence Bank of Kentucky | 0.21% | Add +5.9% | 22,767 | $1.3M |
| FSC Wealth Advisors, LLC | 0.87% | Add +26.3% | 22,526 | $1.3M |
| LVW Advisors, LLC | 0.16% | Reduce -15.9% | 22,172 | $1.3M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.10% | Reduce -15.7% | 22,066 | $1.3M |
| SCS Capital Management LLC | 0.02% | Reduce -90.4% | 22,068 | $1.3M |
| Mainstream Capital Management LLC | 1.02% | Reduce -3.6% | 21,926 | $1.3M |
| Campion Asset Management | 1.00% | No change | 21,845 | $1.3M |
| Aspire Private Capital, LLC | 0.32% | Reduce -12.5% | 21,782 | $1.3M |
| D.A. Davidson & Co. | 0.01% | Add +54.5% | 21,696 | $1.3M |
| Savvy Advisors, Inc. | 0.13% | Add +267.4% | 21,442 | $1.3M |
| Investor's Fiduciary Advisor Network, LLC | 0.60% | Reduce -4.9% | 21,434 | $1.3M |
| Latitude Advisors, LLC | 0.73% | Add +13.5% | 21,360 | $1.3M |
| Global Wealth Management Investment Advisory, Inc. | 0.25% | Add +12.4% | 21,285 | $1.3M |
| CW Advisors, LLC | 0.01% | New | 21,259 | $1.3M |
| DAVENPORT & Co LLC | 0.01% | Add +18.0% | 21,074 | $1.2M |
| Mather Group, Llc. | 0.01% | Reduce -4.3% | 20,979 | $1.2M |
| Operose Advisors LLC | 0.41% | Add +334.3% | 20,881 | $1.2M |
| Raleigh Capital Management Inc. | 0.55% | Reduce -26.5% | 20,766 | $1.2M |
| McMill Wealth Management | 0.43% | Add +57.8% | 20,010 | $1.2M |
| Citadel Advisors | 0.00% | New | 20,000 | $1.2M |
| Hutchens & Kramer Investment Management Group, LLC | 0.65% | Reduce -22.9% | 19,921 | $1.2M |
| Integrated Advisors Network LLC | 0.06% | Add +126.3% | 19,791 | $1.2M |
| Golden State Wealth Management, LLC | 0.17% | Add +5.5% | 19,670 | $1.2M |
| JDH Wealth Management, LLC | 0.99% | No change | 19,659 | $1.2M |
| Westside Investment Management, Inc. | 0.25% | Reduce -6.6% | 19,582 | $1.2M |
| Quartz Partners, LLC | 0.70% | Add +163.4% | 19,525 | $1.2M |
| Beacon Financial Advisory LLC | 0.35% | Reduce -14.9% | 19,525 | $1.2M |
| Tobias Financial Advisors, Inc. | 0.22% | Reduce -0.4% | 19,334 | $1.1M |
| Atlantic Edge Private Wealth Management, LLC | 0.35% | Reduce -7.8% | 19,314 | $1.1M |
| Sound Income Strategies, LLC | 0.07% | Add +0.6% | 19,295 | $1.1M |
| Avantra Family Wealth, Inc. | 1.08% | Reduce -5.3% | 19,035 | $1.1M |
| Country Club Bank | 0.07% | No change | 18,715 | $1.1M |
| Axis Wealth Partners, LLC | 0.82% | Reduce -5.2% | 18,766 | $1.1M |
| Mgo One Seven LLC | 0.04% | Add +3.0% | 18,759 | $1.1M |
| Atlatl Advisers LLC | 0.72% | Reduce -6.3% | 18,704 | $1.1M |
| First Heartland Consultants, Inc. | 0.11% | Reduce -47.0% | 18,394 | $1.1M |
| Quadcap Wealth Management, LLC | 0.16% | Reduce -12.9% | 18,318 | $1.1M |
| Accelerate Investment Advisors LLC | 0.89% | Add +11.2% | 18,119 | $1.1M |
| GC Wealth Management RIA, LLC | 0.19% | No change | 17,794 | $1.0M |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +19.9% | 17,655 | $1.0M |
| Mycio Wealth Partners, LLC | 0.25% | No change | 17,637 | $1.0M |
| Centaurus Financial, Inc. | 0.06% | Reduce -0.4% | 17,385 | $1.0M |
| ARK & TLK Investments, LLC | 0.36% | No change | 17,273 | $1.0M |
| Fonville Wealth Management LLC | 0.30% | Reduce -2.9% | 16,630 | $1.0M |
| LRI Investments, LLC | 0.10% | Add +1104.1% | 17,206 | $1.0M |
| RDA Financial Network | 0.30% | Reduce -30.5% | 16,961 | $1000K |
| StoneX Group Inc. | 0.05% | Add +0.6% | 16,911 | $997K |
| Ascension Capital Advisors, Inc. | 0.45% | No change | 16,815 | $991K |
| LexAurum Advisors, LLC | 0.19% | Reduce -5.2% | 16,809 | $991K |
| Citizens Financial Group Inc. | 0.02% | Add +163.8% | 16,713 | $985K |
| Fiduciary Advisors, Inc. | 0.97% | No change | 16,646 | $981K |
| Visionary Wealth Advisors | 0.06% | Reduce -4.8% | 16,608 | $979K |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.02% | Reduce -5.4% | 16,578 | $977K |
| InvesTrust | 0.27% | Add +13.8% | 16,520 | $974K |
| Squarepoint Ops LLC | 0.00% | Add +138.8% | 16,460 | $970K |
| Quest 10 Wealth Builders, Inc. | 1.03% | Add +9.5% | 16,377 | $965K |
| Rockingstone Advisors LLC | 0.43% | Add +2.0% | 16,360 | $964K |
| Per Stirling Capital Management, LLC. | 0.14% | Add +113.3% | 16,210 | $955K |
| Retirement Capital Strategies | 0.37% | New | 16,188 | $954K |
| Betterment LLC | 0.00% | Add +4.2% | 16,159 | $952K |
| WealthTrak Capital Management LLC | 0.82% | Reduce -26.7% | 16,102 | $949K |
| Private Wealth Asset Management, LLC | 0.14% | — | 16,078 | $948K |
| Caliber Wealth Management, LLC / KS | 0.13% | — | 16,070 | $947K |
| MSH Capital Advisors LLC | 0.29% | Add +20.4% | 16,032 | $945K |
| Clearstead Advisors, LLC | 0.01% | Reduce -20.1% | 15,863 | $935K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.01% | Add +1567.6% | 15,275 | $912K |
| Absolute Capital Management, LLC | 0.52% | Reduce -22.8% | 15,406 | $908K |
| Altfest L J & Co. Inc. | 0.11% | Reduce -1.0% | 15,311 | $902K |
| Sierra Capital LLC | 0.11% | No change | 15,250 | $899K |
| Wealth Quarterback LLC | 0.50% | New | 15,219 | $897K |
| Private Trust Co. NA | 0.09% | Reduce -18.6% | 15,198 | $896K |
| O'Connor Financial Group LLC | 0.46% | Add +0.1% | 15,165 | $894K |
| Marcum Wealth, LLC | 0.08% | Reduce -9.8% | 14,974 | $883K |
| Lido Advisors, LLC | 0.01% | Add +28.1% | 14,962 | $882K |
| Lifeworks Advisors, LLC | 0.15% | Reduce -13.1% | 14,828 | $874K |
| Luts & Greenleigh Group, Inc. | 0.87% | No change | 14,781 | $871K |
| Coldstream Capital Management Inc. | 0.02% | Reduce -20.3% | 14,763 | $870K |
| Heritage Family Offices, LLP | 0.44% | Reduce -2.4% | 14,613 | $861K |
| Semmax Financial Advisors Inc. | 0.23% | Reduce -24.5% | 13,942 | $861K |
| GGM Financial LLC | 0.57% | Reduce -1.8% | 14,095 | $831K |
| Resurgent Financial Advisors LLC | 0.50% | Reduce -22.5% | 14,084 | $830K |
| Catalina Capital Group, LLC | 0.55% | Reduce -43.0% | 14,067 | $829K |
| SouthState Bank Corp | 0.04% | Add +3.2% | 14,006 | $826K |
| Ameritas Advisory Services, LLC | 0.03% | Reduce -6.0% | 14,918 | $824K |
| Elios Financial Group Inc. | 0.41% | Add +3.6% | 13,944 | $822K |
| First Citizens Financial Corp | 0.46% | Add +5.6% | 13,930 | $821K |
| Aurelius Family Office LLC | 0.42% | Reduce -5.2% | 13,893 | $819K |
| Mission Financial Group, LLC | 0.75% | — | 10,859 | $807K |
| Arlington Capital Management, Inc. | 0.61% | Reduce -29.4% | 13,598 | $801K |
| American Financial Advisors, LLC | 0.12% | No change | 13,545 | $798K |
| Madden Advisory Services, Inc. | 0.36% | Add +2.3% | 13,282 | $783K |
| Capasso Planning Partners LLC | 0.33% | Reduce -2.5% | 13,195 | $778K |
| Opinicus Capital, Inc. | 0.69% | Reduce -6.0% | 13,148 | $775K |
| New World Advisors LLC | 0.17% | Add +56.2% | 13,017 | $767K |
| Stephens Inc. | 0.01% | Reduce -2.6% | 13,014 | $767K |
| Hardin Capital Partners, LLC | 0.47% | Reduce -1.1% | 12,936 | $762K |
| Asset Dedication, LLC | 0.06% | Reduce -1.4% | 12,934 | $762K |
| Bridges Investment Management Inc. | 0.01% | Add +0.1% | 12,836 | $757K |
| Net Worth Advisory Group | 0.24% | Reduce -1.8% | 12,801 | $754K |
| Rialto Wealth Management, LLC | 0.23% | Reduce -0.3% | 12,663 | $746K |
| Partners Capital Investment Group, LLP | 0.01% | Add +100.0% | 12,647 | $745K |
| Alterna Wealth Management, Inc. | 0.56% | Reduce -15.7% | 12,592 | $742K |
| Factor Wealth Management LTD | 0.23% | No change | 12,590 | $742K |
| Two Sigma Securities, LLC | 0.11% | Add +76.3% | 12,561 | $740K |
| Quotient Wealth Partners, LLC | 0.02% | Reduce -13.6% | 12,465 | $735K |
| FLP Wealth Management, LLC | 2.32% | Add +35.3% | 12,403 | $731K |
| LGT Financial Advisors LLC | 2.20% | Reduce -8.8% | 12,225 | $721K |
| Freedom Investment Management, Inc. | 0.06% | Add +72.3% | 12,194 | $719K |
| Mesirow Financial Investment Management, Inc. | 0.01% | Add +0.8% | 12,194 | $719K |
| Semus Wealth Partners LLC | 0.50% | Reduce -17.1% | 12,075 | $712K |
| Martin Worley Group | 0.40% | No change | 11,917 | $702K |
| RHS Financial, LLC | 0.39% | Reduce -35.9% | 11,889 | $701K |
| 25 LLC | 0.29% | Reduce -1.0% | 11,858 | $699K |
| Sound Financial Strategies Group, LLC | 0.62% | Reduce -2.5% | 11,800 | $695K |
| J.W. Cole Advisors, Inc. | 0.02% | Add +52.7% | 11,761 | $693K |
| Pallas Capital Advisors LLC | 0.03% | Add +14.0% | 11,725 | $691K |
| Foster Group, Inc. | 0.03% | Add +1.7% | 11,715 | $690K |
| Beacon Financial Group | 0.08% | Add +26.1% | 11,683 | $689K |
| Balance Wealth Partners LLC | 0.44% | — | 11,455 | $675K |
| Gallagher Fiduciary Advisors, LLC | 0.02% | Reduce -12.0% | 11,333 | $668K |
| Discipline Wealth Solutions, LLC | 0.32% | Add +1.6% | 11,326 | $668K |
| Manhattan West Asset Management, LLC | 0.17% | Reduce -1.2% | 10,994 | $648K |
| BWM Planning, LLC | 0.27% | No change | 10,860 | $640K |
| Ewa, LLC | 0.24% | Add +33.4% | 10,822 | $638K |
| First Citizens Asset Management, Inc. | 0.25% | Reduce -5.4% | 10,761 | $634K |
| Cullen Capital Management, LLC | 0.01% | Reduce -53.1% | 10,558 | $622K |
| Mission Wealth Management, LP | 0.02% | Add +2.9% | 10,354 | $610K |
| Ariadne Wealth Management, LP | 0.32% | No change | 9,845 | $608K |
| JT Stratford LLC | 0.11% | Reduce -9.5% | 10,297 | $607K |
| First Commonwealth Financial Corp | 0.14% | Reduce -3.9% | 10,234 | $603K |
| Turtle Creek Wealth Advisors, LLC | 0.09% | No change | 10,204 | $601K |
| Waldron Private Wealth LLC | 0.03% | Add +106.7% | 10,161 | $599K |
| Virtus Family Office LLC | 0.77% | Reduce -0.5% | 10,146 | $598K |
| VestGen Investment Management | 0.45% | Reduce -35.8% | 10,139 | $598K |
| Hemington Wealth Management | 0.09% | No change | 10,056 | $592K |
| Fragasso Financial Advisors Inc | 0.04% | Reduce -4.4% | 9,975 | $588K |
| AlTi Global, Inc. | 0.02% | Add +5.5% | 9,958 | $587K |
| Whittier Trust Co. of Nevada Inc. | 0.01% | Reduce -2.1% | 9,938 | $586K |
| Conning Inc. | 0.02% | No change | 9,932 | $585K |
| Capital Investment Advisory Services, LLC | 0.05% | Add +462.6% | 9,924 | $585K |
| Valeo Financial Advisors, LLC | 0.02% | Reduce -7.2% | 9,800 | $578K |
| Cherry Tree Wealth Management, LLC | 0.14% | Add +0.6% | 9,731 | $574K |
| Caprock Group, LLC | 0.02% | Reduce -12.5% | 9,730 | $573K |
| Perennial Investment Advisors, LLC | 0.06% | Reduce -14.3% | 9,702 | $572K |
| Two West Capital Advisors LLC | 0.48% | Reduce -3.5% | 10,079 | $570K |
| Pinnacle Family Advisors, LLC | 0.31% | Reduce -12.0% | 9,677 | $570K |
| Evanson Asset Management, LLC | 0.04% | No change | 9,652 | $569K |
| Cornerstone Advisors Asset Management, LLC | 0.12% | No change | 9,640 | $568K |
| Signature Estate & Investment Advisors LLC | 0.01% | Reduce -6.8% | 9,605 | $566K |
| Motive Wealth Advisors | 0.30% | Reduce -7.3% | 9,437 | $556K |
| Squire Investment Management Company, LLC | 0.23% | Reduce -9.6% | 9,423 | $555K |
| PUREfi Wealth, LLC | 0.55% | Reduce -4.3% | 9,379 | $553K |
| Smartleaf Asset Management LLC | 0.05% | Add +142.1% | 9,225 | $549K |
| Lodestone Wealth Management LLC | 0.29% | Add +0.2% | 9,183 | $541K |
| ORG Partners LLC | 0.14% | Reduce -94.2% | 9,174 | $541K |
| Midwest Heritage Bank, FSB | 0.22% | Reduce -24.0% | 9,171 | $541K |
| Samalin Investment Counsel, LLC | 0.22% | Reduce -10.1% | 9,103 | $537K |
| Lion Street Advisors, LLC | 0.17% | Add +2.0% | 9,081 | $535K |
| Ritter Daniher Financial Advisory LLC / DE | 0.14% | Add +30.0% | 8,998 | $530K |
| GHP Investment Advisors, Inc. | 0.03% | Reduce -1.2% | 8,979 | $529K |
| Essex Bank | 0.13% | Reduce -0.4% | 8,978 | $529K |
| Magnus Financial Group LLC | 0.05% | Reduce -21.6% | 8,931 | $526K |
| MIdWestOne Financial Group, Inc. | 0.07% | No change | 8,919 | $526K |
| Vermillion & White Wealth Management Group, LLC | 0.38% | Reduce -49.1% | 8,872 | $523K |
| Osborne Partners Capital Management, LLC | 0.03% | No change | 8,800 | $519K |
| Cornerstone Wealth Management, LLC | 0.03% | Reduce -13.0% | 8,712 | $513K |
| NBT Bank, N.A. | 0.04% | Reduce -4.5% | 8,701 | $513K |
| Nomura Asset Management Co. Ltd. | 0.00% | Add +60.4% | 8,666 | $511K |
| Financial Perspectives, Inc | 0.17% | Add +4.3% | 8,643 | $509K |
| Western Wealth Management, LLC | 0.03% | Reduce -33.6% | 8,532 | $503K |
| BCS Wealth Management | 0.13% | Add +0.0% | 8,495 | $501K |
| Pure Financial Advisors, LLC | 0.01% | New | 8,463 | $499K |
| Hill Investment Group Partners, LLC | 0.07% | Reduce -6.2% | 8,443 | $498K |
| Wealthfront Advisers LLC | 0.00% | Add +47.0% | 8,384 | $494K |
| Kovack Advisors, Inc. | 0.05% | Add +22.7% | 8,336 | $491K |
| Milestone Asset Management Group, LLC | 0.44% | Reduce -6.2% | 8,325 | $491K |
| Decker Retirement Planning Inc. | 0.30% | Add +37.6% | 8,273 | $488K |
| Argent Advisors, Inc. | 0.16% | Add +17.4% | 8,270 | $487K |
| Fairvoy Private Wealth, LLC | 0.13% | Reduce -13.7% | 8,266 | $487K |
| Family Firm, Inc. | 0.11% | Add +0.0% | 8,253 | $486K |
| Quarry Hill Advisors, LLC | 0.31% | No change | 8,209 | $484K |
| Moors & Cabot, Inc. | 0.02% | Reduce -1.1% | 8,198 | $483K |
| Cassaday & Co Wealth Management LLC | 0.01% | Reduce -3.5% | 8,130 | $479K |
| Empirical Asset Management, LLC | 0.16% | Add +27.3% | 8,128 | $479K |
| Sachetta, LLC | 0.20% | No change | 8,083 | $476K |
| Flputnam Investment Management Co. | 0.01% | Add +32.1% | 8,082 | $476K |
| Fulcrum Equity Management | 0.52% | Reduce -23.2% | 8,065 | $475K |
| Michels Family Financial, LLC | 0.43% | Reduce -0.4% | 8,047 | $474K |
| Naviter Wealth, LLC | 0.06% | Reduce -15.3% | 7,956 | $473K |
| CGN Advisors LLC | 0.05% | Add +11.6% | 8,014 | $472K |
| Raffa Wealth Management, LLC | 0.11% | No change | 7,937 | $471K |
| MAI Capital Management | 0.00% | Add +67.0% | 7,925 | $467K |
| Fifth Third Securities, Inc. | 0.04% | Reduce -4.6% | 7,887 | $465K |
| Bessemer Group Inc. | 0.00% | Add +8.0% | 7,832 | $462K |
| Red Tortoise LLC | 0.24% | No change | 7,795 | $459K |
| Bryn Mawr Trust Advisors, LLC | 0.03% | No change | 7,773 | $458K |
| Lord & Richards Wealth Management, LLC | 0.52% | Add +2.4% | 7,749 | $457K |
| Harbour Capital Advisors, LLC | 0.11% | Reduce -0.3% | 7,859 | $456K |
| Pinnacle Bancorp, Inc. | 0.15% | Add +3.5% | 7,729 | $456K |
| Flagstar Securities, Inc. | 0.12% | Reduce -8.9% | 7,725 | $455K |
| Lauterbach Financial Advisors, LLC | 0.28% | Add +7.4% | 7,672 | $452K |
| Argent Trust Co | 0.02% | Reduce -6.4% | 7,640 | $450K |
| Center for Financial Planning, Inc. | 0.06% | No change | 7,611 | $449K |
| Claris Advisors, LLC / Mo / | 0.17% | No change | 7,600 | $448K |
| Lloyd Advisory Services, LLC. | 0.22% | Add +9.3% | 7,486 | $441K |
| QRG Capital Management, Inc. | 0.00% | Add +60.5% | 7,471 | $440K |
| Palisade Asset Management, LLC | 0.05% | No change | 7,470 | $440K |
| MassMutual Private Wealth & Trust, FSB | 0.01% | Add +10.1% | 7,369 | $434K |
| Aerodigm Wealth, LLC | 0.24% | No change | 7,336 | $432K |
| Tranquility Partners, LLC | 0.17% | Reduce -8.8% | 7,293 | $430K |
| Fifth Third Wealth Advisors LLC | 0.02% | Add +47.0% | 7,263 | $428K |
| Legacy Edge Advisors, LLC | 0.07% | Reduce -13.5% | 7,152 | $422K |
| Ascentis Wealth Management, LLC | 0.14% | Add +1.2% | 7,140 | $421K |
| TRUE Private Wealth Advisors | 0.05% | Reduce -48.3% | 7,099 | $418K |
| PBMares Wealth Management LLC | 0.08% | No change | 7,090 | $418K |
| Wambolt & Associates, LLC | 0.14% | Reduce -4.3% | 7,059 | $416K |
| Novus Advisors, LLC | 0.42% | Add +0.2% | 6,984 | $412K |
| Midwest Capital Advisors, LLC | 0.25% | No change | 6,960 | $410K |
| Continuum Advisory, LLC | 0.05% | Reduce -13.5% | 6,940 | $409K |
| MainStreet Investment Advisors LLC | 0.06% | No change | 6,938 | $409K |
| Portside Wealth Group, LLC | 0.07% | Add +4.7% | 6,781 | $400K |
| Fermata Advisors, LLC | 0.07% | Reduce -1.5% | 6,755 | $398K |
| Glass Jacobson Investment Advisors llc | 0.13% | No change | 7,585 | $398K |
| Peapack Gladstone Financial Corp. | 0.01% | Add +8.5% | 6,759 | $398K |
| Keystone Wealth Services, LLC | 0.11% | Reduce -7.4% | 6,683 | $394K |
| DGS Capital Management, LLC | 0.10% | Reduce -1.8% | 6,673 | $393K |
| SMART Wealth LLC | 0.14% | Add +24.3% | 6,637 | $391K |
| Prosperity Planning, Inc. | 0.18% | Reduce -20.3% | 6,628 | $391K |
| Childress Capital Advisors, LLC | 0.11% | New | 6,567 | $387K |
| Talisman Wealth Advisors LLC | 0.40% | Add +0.7% | 6,564 | $387K |
| Parkworth Wealth Management, Inc. | 0.31% | No change | 6,545 | $386K |
| CAP Partners, LLC | 0.28% | Reduce -3.0% | 6,507 | $384K |
| Northwest Bancshares, Inc. | 0.07% | Reduce -0.1% | 6,488 | $382K |
| Atlas Private Wealth Advisors | 0.05% | Reduce -0.3% | 6,487 | $382K |
| Cary Street Partners Investment Advisory LLC | 0.22% | Reduce -14.8% | 6,469 | $381K |
| Trustmark Bank Trust Department | 0.03% | New | 6,429 | $379K |
| Copia Wealth Management | 0.35% | Add +3.6% | 6,382 | $376K |
| Gilman Hill Asset Management, LLC | 0.07% | Reduce -72.2% | 6,354 | $375K |
| CIBC Private Wealth Group LLC | 0.00% | Add +0.1% | 7,085 | $371K |
| Hobart Private Capital, LLC | 0.09% | Reduce -3.6% | 6,196 | $365K |
| Meridian Wealth Management, LLC | 0.02% | Reduce -17.1% | 6,143 | $362K |
| Wedmont Private Capital | 0.02% | No change | 6,395 | $362K |
| Essex Financial Services, Inc. | 0.03% | Reduce -0.5% | 6,112 | $360K |
| Trust Point Inc. | 0.03% | No change | 6,105 | $360K |
| Fisher Asset Management | 0.00% | New | 6,069 | $358K |
| Bordeaux Wealth Advisors LLC | 0.07% | No change | 6,057 | $357K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.06% | Add +52.6% | 5,977 | $353K |
| Tanglewood Wealth Management, Inc. | 0.04% | No change | 5,972 | $352K |
| Wharton Business Group, LLC | 0.02% | No change | 5,960 | $351K |
| Aaron Wealth Advisors LLC | 0.04% | Reduce -1.0% | 5,926 | $349K |
| MN Wealth Advisors, LLC | 0.20% | New | 5,913 | $349K |
| New Republic Capital, LLC | 0.15% | Reduce -27.8% | 5,826 | $343K |
| Tritonpoint Wealth, LLC | 0.03% | Reduce -14.4% | 5,803 | $342K |
| REAP Financial Group, LLC | 0.08% | Reduce -26.0% | 5,773 | $340K |
| Capstone Wealth Management, LLC | 0.34% | No change | 5,769 | $340K |
| Citizens Business Bank | 0.07% | Reduce -25.8% | 5,756 | $339K |
| Hippocratic Financial Advisors, LLC | 0.20% | Reduce -10.0% | 5,755 | $339K |
| Dopkins Wealth Management, LLC | 0.17% | Reduce -0.4% | 5,743 | $338K |
| Herold Advisors, Inc. | 0.07% | Reduce -35.6% | 5,718 | $337K |
| Belpointe Asset Management LLC | 0.02% | Add +6.6% | 5,704 | $335K |
| Shotwell Rutter Baer Inc | 0.29% | Reduce -1.8% | 6,155 | $333K |
| Allegheny Financial Group | 0.09% | Reduce -23.7% | 5,650 | $333K |
| Sunbelt Securities, Inc. | 0.03% | Reduce -11.8% | 5,640 | $332K |
| AdvisorNet Financial, Inc | 0.02% | Add +19.9% | 5,605 | $330K |
| Pines Wealth Management, LLC | 0.15% | Reduce -48.9% | 6,288 | $329K |
| National Bank of Canada | 0.00% | Add +0.8% | 5,586 | $329K |
| Kelly Financial Group LLC | 0.10% | Add +8.3% | 5,562 | $328K |
| HUB Investment Partners, LLC | 0.01% | Add +21.6% | 5,561 | $328K |
| Fortis Capital Advisors, LLC | 0.07% | Add +6.8% | 5,528 | $326K |
| Summit Financial, LLC | 0.01% | Reduce -0.5% | 5,528 | $326K |
| Personal Cfo Solutions, LLC | 0.07% | New | 5,473 | $323K |
| Freestone Capital Holdings, LLC | 0.01% | Reduce -12.1% | 5,443 | $321K |
| Syntegra Private Wealth Group, LLC | 0.04% | Reduce -14.8% | 5,440 | $321K |
| Eagle Strategies LLC | 0.06% | Add +9.5% | 5,429 | $320K |
| Intelligence Driven Advisers, LLC | 0.06% | No change | 5,414 | $319K |
| Diversify Wealth Management, LLC | 0.02% | Reduce -1.4% | 5,207 | $319K |
| Beverly Hills Private Wealth, LLC | 0.06% | Reduce -16.7% | 5,393 | $318K |
| Investment Advisory Group, LLC | 0.11% | New | 5,378 | $317K |
| Beaird Harris Wealth Management, LLC | 0.03% | Add +0.3% | 5,374 | $317K |
| James J. Burns & Company, LLC | 0.06% | Reduce -0.6% | 5,297 | $312K |
| GatePass Capital, LLC | 0.24% | Add +1.0% | 5,264 | $310K |
| Crescent Grove Advisors, LLC | 0.03% | No change | 5,262 | $310K |
| Sage Mountain Advisors LLC | 0.02% | No change | 5,199 | $306K |
| Institute for Wealth Management, LLC. | 0.04% | New | 5,190 | $306K |
| Cardiff Park Advisors, LLC | 0.03% | No change | 5,174 | $305K |
| Index Fund Advisors, Inc. | 0.02% | No change | 5,128 | $302K |
| Plante Moran Financial Advisors, LLC | 0.03% | Reduce -9.3% | 5,108 | $301K |
| Marino, Stram & Associates LLC | 0.07% | Add +0.9% | 5,056 | $298K |
| Integral Investment Advisors, Inc. | 0.09% | Reduce -28.6% | 5,000 | $295K |
| Bridge Generations Wealth Management LLC | 0.18% | No change | 4,961 | $292K |
| Opes Wealth Management LLC | 0.06% | Reduce -8.0% | 4,958 | $292K |
| Ascentis Independent Advisors | 0.06% | Add +9.7% | 4,914 | $290K |
| Milestone Investment Advisors LLC | 0.08% | Reduce -8.4% | 4,873 | $287K |
| Ausdal Financial Partners, Inc. | 0.02% | Add +9.8% | 4,852 | $286K |
| Uptick Partners, LLC | 0.10% | Reduce -6.1% | 4,813 | $284K |
| Pointe Capital Management LLC | 0.17% | Add +18.8% | 4,806 | $283K |
| Accurate Wealth Management, LLC | 0.05% | New | 5,003 | $283K |
| Stratos Wealth Advisors, LLC | 0.02% | Reduce -95.9% | 4,719 | $278K |
| Total Wealth Planning, LLC | 0.04% | No change | 4,675 | $276K |
| Abc Arbitrage SA | 0.05% | New | 4,673 | $275K |
| Hirtle & Co., LLC | 0.01% | No change | 4,662 | $275K |
| Legacy Wealth Asset Management, LLC | 0.07% | Reduce -81.9% | 4,593 | $271K |
| Cambridge Financial Group, LLC | 0.11% | No change | 4,589 | $271K |
| Ritholtz Wealth Management | 0.01% | New | 4,585 | $270K |
| Canandaigua National Bank & Trust Co. | 0.03% | No change | 4,574 | $270K |
| Brighton Jones LLC | 0.01% | Reduce -15.4% | 4,530 | $267K |
| Avior Wealth Management, LLC | 0.01% | Reduce -9.2% | 4,484 | $264K |
| Washington Trust Bank | 0.03% | Reduce -38.9% | 4,476 | $264K |
| McAdam, LLC | 0.02% | Reduce -62.3% | 4,474 | $264K |
| Prime Capital Investment Advisors, LLC | 0.00% | Add +11.1% | 4,465 | $263K |
| Sachem Hill LLC | 0.05% | Reduce -1.4% | 4,460 | $263K |
| W.H. Cornerstone Investments Inc. | 0.18% | Reduce -9.5% | 4,457 | $263K |
| SOA Wealth Advisors, LLC. | 0.05% | No change | 4,456 | $263K |
| Cape Investment Advisory, Inc. | 0.10% | Reduce -19.9% | 4,450 | $262K |
| Elevation Wealth Partners, LLC | 0.11% | No change | 4,440 | $262K |
| Financial Counselors Inc. | 0.00% | Reduce -20.8% | 4,328 | $255K |
| Wrapmanager Inc. | 0.07% | Reduce -18.1% | 4,271 | $252K |
| Well Done, LLC | 0.05% | Reduce -0.2% | 4,785 | $251K |
| Quantinno Capital Management LP | 0.00% | New | 4,232 | $249K |
| Parallel Advisors, LLC | 0.01% | Add +28.5% | 4,222 | $249K |
| Rehmann Capital Advisory Group | 0.02% | Reduce -32.5% | 4,215 | $248K |
| Howe & Rusling Inc. | 0.02% | Reduce -0.7% | 4,173 | $246K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -11.7% | 4,164 | $245K |
| Arlington Trust Co LLC | 0.05% | No change | 4,114 | $242K |
| Twin Focus Capital Partners, LLC | 0.04% | New | 4,100 | $242K |
| Novem Group | 0.03% | Reduce -10.1% | 4,041 | $238K |
| Valmark Advisers, Inc. | 0.00% | Reduce -33.3% | 4,010 | $236K |
| Good Life Advisors, LLC | 0.02% | Reduce -2.8% | 3,997 | $236K |
| Inspire Advisors, LLC | 0.03% | New | 3,966 | $234K |
| Stokes Family Office, LLC | 0.03% | Add +0.6% | 3,954 | $233K |
| BNP Paribas Financial Markets | 0.00% | Reduce -60.8% | 3,930 | $232K |
| Versant Capital Management, Inc | 0.04% | No change | 3,905 | $230K |
| Angeles Wealth Management, LLC | 0.02% | Reduce -8.3% | 3,858 | $227K |
| Bank Julius Baer & Co. Ltd, Zurich | 0.00% | Reduce -99.3% | 3,842 | $226K |
| Obermeyer Wealth Partners | 0.01% | New | 3,761 | $222K |
| FSA Advisors, Inc. | 0.17% | New | 3,739 | $220K |
| Life Line Wealth Management LLC | 0.08% | New | 3,684 | $217K |
| Team Hewins, LLC | 0.08% | Reduce -20.2% | 3,665 | $216K |
| Regions Financial Corp. | 0.00% | Reduce -12.8% | 3,661 | $216K |
| Vickerman Investment Advisors, Inc. | 0.05% | New | 3,657 | $216K |
| Lutz Financial Services LLC | 0.02% | New | 3,654 | $215K |
| Western Financial Corp | 0.12% | Reduce -26.7% | 3,644 | $215K |
| International Assets Investment Management, LLC | 0.02% | Reduce -24.9% | 3,613 | $213K |
| Mission Hills Financial Advisory, LLC | 0.15% | New | 3,612 | $213K |
| Bridgewealth Advisory Group, LLC | 0.28% | Reduce -6.7% | 3,611 | $213K |
| Allegiance Financial Group Advisory Services LLC | 0.06% | Reduce -18.8% | 3,604 | $212K |
| Oarsman Capital, Inc. | 0.04% | Add +30.6% | 3,579 | $211K |
| Radnor Capital Management, LLC | 0.04% | New | 3,561 | $210K |
| Wilmington Savings Fund Society, FSB | 0.00% | Reduce -1.4% | 3,522 | $208K |
| Professional Financial Advisors, LLC | 0.05% | New | 3,514 | $207K |
| Urban Financial Advisory Corp | 0.11% | Add +25.9% | 3,509 | $207K |
| Comprehensive Money Management Services LLC | 0.17% | Reduce -12.5% | 3,505 | $207K |
| Aurdan Capital Management, LLC | 0.08% | New | 3,503 | $206K |
| Marco Investment Management LLC | 0.02% | Reduce -35.4% | 3,500 | $206K |
| Wealthcare Capital Management LLC | 0.02% | Reduce -47.5% | 3,489 | $206K |
| Global Financial Private Client, LLC | 0.08% | Reduce -19.1% | 3,472 | $205K |
| AlphaCore Capital LLC | 0.02% | New | 3,463 | $204K |
| Simon Quick Advisors, LLC | 0.01% | New | 3,456 | $204K |
| Stonebridge Financial Group, LLC | 0.02% | No change | 3,449 | $203K |
| Madison Wealth Partners, Inc | 0.05% | Reduce -15.2% | 3,405 | $201K |
| Cynosure Group, LLC | 0.03% | New | 3,399 | $200K |
| Advyzon Investment Management, LLC | 0.07% | Reduce -38.6% | 3,365 | $198K |
| Moisand Fitzgerald Tamayo, LLC | 0.03% | No change | 3,344 | $197K |
| Hazlett, Burt & Watson, Inc. | 0.09% | Reduce -11.4% | 3,277 | $196K |
| American National Bank & Trust | 0.02% | New | 3,262 | $192K |
| Ameriflex Group, Inc. | 0.08% | Reduce -19.3% | 3,255 | $192K |
| Bristlecone Advisors, LLC | 0.02% | No change | 3,241 | $191K |
| Pineridge Advisors LLC | 0.07% | Add +15.2% | 3,040 | $179K |
| Horizon Bancorp Inc. | 0.10% | No change | 2,925 | $172K |
| Rosenberg Matthew Hamilton | 0.04% | Reduce -2.5% | 2,879 | $170K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 2,873 | $169K |
| Quadrant Capital Group LLC | 0.01% | No change | 2,625 | $155K |
| Barclays PLC | 0.00% | No change | 2,615 | $154K |
| Arax Advisory Partners | 0.01% | Add +17.3% | 2,496 | $147K |
| MeadowBrook Investment Advisors LLC | 0.14% | No change | 2,495 | $147K |
| Balentine LLC | 0.01% | No change | 2,462 | $145K |
| Zions Bancorporation, National Association | 0.01% | — | 2,362 | $139K |
| S.A. Mason LLC | 0.07% | No change | 2,291 | $135K |
| Logan Capital Management Inc. | 0.01% | Add +9.6% | 2,286 | $135K |
| Rothschild Investment LLC | 0.01% | No change | 2,257 | $133K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 2,212 | $130K |
| JDM Financial Group LLC | 0.06% | No change | 2,088 | $123K |
| Cornerstone Planning Group LLC | 0.03% | Add +42.6% | 2,060 | $123K |
| MCF Advisors LLC | 0.01% | No change | 2,071 | $122K |
| GAMMA Investing LLC | 0.01% | Add +39.5% | 2,054 | $121K |
| Clark Wealth Partners | 0.09% | New | 2,007 | $118K |
| Tortoise Investment Management, LLC | 0.01% | No change | 1,985 | $117K |
| WASHINGTON TRUST Co | 0.00% | Reduce -2.0% | 1,932 | $114K |
| Carolinas Wealth Consulting LLC | 0.02% | No change | 1,909 | $113K |
| Founders Financial Alliance, LLC | 0.03% | Reduce -2.8% | 1,871 | $110K |
| Armstrong Advisory Group, Inc. | 0.01% | No change | 1,838 | $96K |
| Financial Gravity Asset Management, Inc. | 0.02% | — | 1,627 | $96K |
| Anchor Investment Management, LLC | 0.01% | No change | 1,478 | $87K |
| High Note Wealth, LLC | 0.02% | No change | 1,397 | $82K |
| Tsfg, LLC | 0.02% | No change | 1,350 | $80K |
| Navigoe, LLC | 0.07% | No change | 1,348 | $79K |
| Matrix Private Capital Group LLC | 0.05% | No change | 1,322 | $78K |
| Abound Wealth Management | 0.03% | Add +216.7% | 1,311 | $77K |
| Bellwether Advisors, LLC | 0.02% | No change | 1,244 | $73K |
| Harbor Investment Advisory, LLC | 0.01% | Reduce -15.4% | 1,233 | $73K |
| Tucker Asset Management LLC | 0.02% | Reduce -6.1% | 1,225 | $72K |
| Hoey Investments, Inc. | 0.01% | Add +117200.0% | 1,173 | $69K |
| GPS Wealth Strategies Group, LLC | 0.01% | Add +0.4% | 1,132 | $67K |
| Opal Wealth Advisors, LLC | 0.02% | Reduce -88.4% | 1,111 | $65K |
| Princeton Global Asset Management LLC | 0.01% | No change | 1,089 | $64K |
| Headlands Technologies LLC | 0.01% | New | 1,069 | $63K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +879.6% | 1,058 | $62K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 1,033 | $61K |
| Highline Wealth Partners LLC | 0.02% | Reduce -25.3% | 998 | $59K |
| Indiana Trust & Investment Management Co | 0.02% | Reduce -2.9% | 982 | $58K |
| Wells Financial Advisors INC | 0.08% | Add +107.5% | 965 | $57K |
| Koesten, Hirschmann & Crabtree, INC. | 0.03% | No change | 954 | $56K |
| Atlantic Private Wealth, LLC | 0.04% | No change | 923 | $54K |
| Collier Financial | 0.05% | Reduce -99.1% | 912 | $54K |
| Russell Investments Group, Ltd. | 0.00% | No change | 907 | $53K |
| Brown Brothers Harriman & Co. | 0.00% | New | 900 | $53K |
| Beacon Capital Management, LLC | 0.01% | No change | 881 | $52K |
| Rossby Financial, LCC | 0.02% | New | 830 | $50K |
| Ballast Advisors LLC | 0.02% | No change | 838 | $49K |
| Powell Investment Advisors, LLC | 0.02% | No change | 773 | $46K |
| Sandy Spring Bank | 0.00% | Add +4.9% | 754 | $44K |
| PSI Advisors, LLC | 0.01% | Reduce -20.1% | 746 | $44K |
| Christopher J. Hasenberg, Inc | 0.02% | New | 728 | $43K |
| Murphy & Mullick Capital Management Corp | 0.04% | Add +257.9% | 680 | $40K |
| Tompkins Financial Corp. | 0.00% | Reduce -0.3% | 651 | $38K |
| Phillips Financial Management, LLC | 0.00% | No change | 621 | $37K |
| Salem Investment Counselors Inc. | 0.00% | Reduce -5.7% | 612 | $36K |
| JNBA Financial Advisors | 0.00% | Reduce -31.4% | 550 | $32K |
| Bogart Wealth, LLC | 0.00% | Add +119.6% | 549 | $32K |
| Breakwater Investment Management | 0.01% | New | 528 | $31K |
| Global Trust Asset Management, LLC | 0.02% | Add +2000.0% | 525 | $31K |
| Legacy Bridge, LLC | 0.02% | No change | 525 | $31K |
| Rogco, LP | 0.01% | No change | 499 | $29K |
| Trust Co. of Vermont | 0.00% | Add +59.7% | 479 | $28K |
| Ogorek Anthony Joseph /NY/ | 0.01% | Add +41.6% | 490 | $28K |
| Addison Advisors LLC | 0.01% | No change | 472 | $28K |
| IMG Wealth Management, Inc. | 0.02% | New | 460 | $27K |
| Cedar Mountain Advisors, LLC | 0.01% | Reduce -33.0% | 446 | $26K |
| Richardson Capital Management LLC | 0.02% | No change | 426 | $25K |
| Signature Resources Capital Management, LLC | 0.02% | Add +312.8% | 421 | $25K |
| Signaturefd, LLC | 0.00% | Add +7.1% | 407 | $24K |
| Oakworth Capital, Inc. | 0.00% | No change | 378 | $22K |
| CVA Family Office, LLC | 0.00% | No change | 376 | $22K |
| Financial Network Wealth Advisors LLC | 0.03% | Add +105.5% | 376 | $22K |
| Concord Wealth Partners | 0.00% | No change | 376 | $22K |
| Ruedi Wealth Management, Inc. | 0.01% | No change | 371 | $22K |
| Brown, Lisle/Cummings, Inc. | 0.01% | No change | 363 | $21K |
| Financial Freedom, LLC | 0.01% | No change | 330 | $19K |
| Chesapeake Asset Management LLC | 0.02% | No change | 325 | $19K |
| Caldwell Trust Co | 0.00% | Reduce -25.4% | 324 | $19K |
| MPWM Advisory Solutions, LLC | 0.01% | No change | 314 | $19K |
| Toth Financial Advisory Corp. | 0.00% | No change | 306 | $18K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 302 | $18K |
| Optimum Investment Advisors | 0.01% | No change | 301 | $18K |
| Hurley Capital, LLC | 0.01% | No change | 299 | $18K |
| Blue Bell Private Wealth Management, LLC | 0.00% | Reduce -33.0% | 284 | $17K |
| CGC Financial Services, LLC | 0.01% | No change | 280 | $17K |
| Clearstead Trust, LLC | 0.00% | No change | 254 | $15K |
| EPG Wealth Management LLC | 0.00% | No change | 245 | $14K |
| Archer Investment Corp | 0.00% | Reduce -20.9% | 234 | $14K |
| Park Place Capital Corp | 0.00% | No change | 230 | $14K |
| Avion Wealth | 0.00% | No change | 235 | $12K |
| Proffitt & Goodson Inc. | 0.00% | New | 200 | $12K |
| Smithfield Trust Co | 0.00% | No change | 183 | $11K |
| Paladin Advisory Group, LLC | 0.01% | No change | 178 | $10K |
| Grand Wealth Management, LLC | 0.01% | No change | 178 | $10K |
| Reyes Financial Architecture, Inc. | 0.01% | No change | 174 | $10K |
| Evermay Wealth Management LLC | 0.00% | No change | 159 | $9K |
| Dakota Community Bank & Trust NA | 0.05% | New | 159 | $9K |
| Vermillion Wealth Management, Inc. | 0.00% | No change | 150 | $9K |
| UMB Bank, n.a. | 0.00% | Add +29.0% | 138 | $8K |
| Luminist Capital LLC | 0.01% | No change | 133 | $8K |
| New Millennium Group LLC | 0.01% | Reduce -17.1% | 131 | $8K |
| Dunhill Financial, LLC | 0.00% | No change | 131 | $8K |
| Realta Investment Advisors | 0.00% | No change | 130 | $8K |
| Trust Co | 0.00% | No change | 128 | $8K |
| Medallion Wealth Advisors, LLC | 0.00% | No change | 116 | $7K |
| Investors Research Corp | 0.00% | New | 116 | $7K |
| Fairman Group, LLC | 0.01% | No change | 128 | $7K |
| Coston, McIsaac & Partners | 0.00% | No change | 104 | $6K |
| Eastern Bank | 0.00% | New | 98 | $6K |
| Park Square Financial Group, LLC | 0.00% | Reduce -35.6% | 94 | $6K |
| Hughes Financial Services, LLC | 0.00% | New | 87 | $5K |
| Legacy Wealth Managment, LLC | 0.00% | No change | 85 | $5K |
| Sittner & Nelson, LLC | 0.00% | No change | 84 | $5K |
| Laurel Wealth Advisors LLC | 0.00% | No change | 77 | $5K |
| Jackson Hole Capital Partners, LLC | 0.00% | No change | 72 | $4K |
| IAG Wealth Partners, LLC | 0.00% | No change | 67 | $4K |
| Caldwell Sutter Capital, Inc. | 0.00% | No change | 65 | $4K |
| HHM Wealth Advisors, LLC | 0.00% | No change | 60 | $4K |
| City Holding Co. | 0.00% | Reduce -28.6% | 60 | $4K |
| Whipplewood Advisors, LLC | 0.00% | New | 5,356 | $3K |
| Redmont Wealth Advisors LLC | 0.01% | New | 55 | $3K |
| Barnes Dennig Private Wealth Management LLC | 0.00% | — | 51 | $3K |
| 1620 Investment Advisors, Inc. | 0.00% | No change | 50 | $3K |
| Morris Financial Concepts, Inc. | 0.00% | No change | 50 | $3K |
| Hoese & Co LLP | 0.00% | No change | 48 | $3K |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 47 | $3K |
| Barrett & Company, Inc. | 0.00% | No change | 47 | $3K |
| AllSquare Wealth Management LLC | 0.00% | No change | 45 | $3K |
| MJT & Associates Financial Advisory Group, Inc. | 0.00% | — | 44 | $3K |
| Burkett Financial Services, LLC | 0.00% | No change | 41 | $2K |
| McIlrath & Eck, LLC | 0.00% | No change | 40 | $2K |
| North Capital, Inc. | 0.00% | — | 40 | $2K |
| Morton Brown Family Wealth, LLC | 0.00% | No change | 36 | $2K |
| Pillar Financial Advisors, LLC | 0.00% | No change | 35 | $2K |
| CX Institutional | 0.00% | New | 29 | $2K |
| Motco | 0.00% | No change | 29 | $2K |
| Heck Capital Advisors, LLC | 0.00% | No change | 27 | $2K |
| Fourth Dimension Wealth, LLC | 0.00% | No change | 27 | $2K |
| Affinity Wealth LLC | 0.00% | No change | 26 | $2K |
| Lindbrook Capital, LLC | 0.00% | New | 22 | $1K |
| Jackson, Grant Investment Advisers, Inc. | 0.00% | No change | 21 | $1K |
| Smallwood Wealth Investment Management, LLC | 0.00% | New | 21 | $1K |
| Bangor Savings Bank | 0.00% | No change | 16 | $943 |
| Wolff Wiese Magana LLC | 0.00% | Reduce -77.3% | 15 | $885 |
| Fairway Wealth LLC | 0.00% | New | 10 | $589 |
| Tidemark, LLC | 0.00% | New | 9 | $556 |
| Front Row Advisors LLC | 0.00% | No change | 8 | $472 |
"% 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.